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siliveya

IP属地：福建

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- siliveyasiliveya
  ·09-15 13:16
  $百望股份(06657)$ 企查查的焦虑是数据太“静态”，工商司法查一次能用很久，续费动力天然不足。百望的税务流水是动态的，开票量一掉比工商变更提前几个月预警。这俩合起来做信用监测，续费逻辑就变了——银行贷后、供应链风控得持续盯着。市面上纯工商数据的评分产品卷得差不多了，结合真实经营数据的还没特别能打的。
  181 评论
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- siliveyasiliveya
  ·09-07
  $希迪智驾(03881)$ 重载具身智能的渗透率也在提升，这波红利，够希迪吃好多年
  1,175 评论
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- siliveyasiliveya
  ·09-04
  $云知声(09678)$ 涨了别飘，跌了别怂，这就是真理
  584 评论
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- siliveyasiliveya
  ·09-01
  $云知声(09678)$ 从卖模型到卖业务价值，这个转型我看懂了，估值应该重估
  578 评论
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- siliveyasiliveya
  ·08-31
  $中国再保险(01508)$ 税前利润94.58亿元，同比增长16.1%。盈利能力杠杠的
  442 评论
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- siliveyasiliveya
  ·08-31
  $MINIMAX-W(00100)$ 云知声的安全边际还是高一些
  340 评论
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- siliveyasiliveya
  ·08-31
  $云知声(09678)$ 友谊医院单院区上半年生成超30万份门诊病历，接近去年全年4倍，大模型真干活了
  153 评论
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- siliveyasiliveya
  ·08-25
  $希迪智驾(03881)$ 昨天完全是被板块带崩的
  523 评论
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- siliveyasiliveya
  ·06-09
  $南方两倍做多三星电子(07747)$ 琴日就估到今日会升，只系提早炒高咗啫，唔使不停问啦。
  1,267 评论
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- siliveyasiliveya
  ·05-22
  $云知声(09678)$ 之前被洗出去拍断大腿，今天果断接回
  1,169 评论
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涨了别飘，跌了别怂，这就是真理","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604059607720784","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602915391964528,"gmtCreate":1788233196006,"gmtModify":1788233198179,"author":{"id":"4230110163871550","authorId":"4230110163871550","name":"siliveya","avatar":"https://static.tigerbbs.com/af47d17723eff1a5c4de1866d037166d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230110163871550","authorIdStr":"4230110163871550"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ &nbsp;</a>从卖模型到卖业务价值，这个转型我看懂了，估值应该重估","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ &nbsp;</a>从卖模型到卖业务价值，这个转型我看懂了，估值应该重估","text":"$云知声(09678)$ 从卖模型到卖业务价值，这个转型我看懂了，估值应该重估","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602915391964528","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602646442583136,"gmtCreate":1788167483877,"gmtModify":1788167485726,"author":{"id":"4230110163871550","authorId":"4230110163871550","name":"siliveya","avatar":"https://static.tigerbbs.com/af47d17723eff1a5c4de1866d037166d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230110163871550","authorIdStr":"4230110163871550"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01508\">$中国再保险(01508)$ &nbsp;</a>税前利润94.58亿元，同比增长16.1%。盈利能力杠杠的","listText":"<a href=\"https://laohu8.com/S/01508\">$中国再保险(01508)$ &nbsp;</a>税前利润94.58亿元，同比增长16.1%。盈利能力杠杠的","text":"$中国再保险(01508)$ 税前利润94.58亿元，同比增长16.1%。盈利能力杠杠的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602646442583136","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602564286796832,"gmtCreate":1788147424114,"gmtModify":1788147426115,"author":{"id":"4230110163871550","authorId":"4230110163871550","name":"siliveya","avatar":"https://static.tigerbbs.com/af47d17723eff1a5c4de1866d037166d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230110163871550","authorIdStr":"4230110163871550"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ &nbsp;</a>云知声的安全边际还是高一些&nbsp;","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ &nbsp;</a>云知声的安全边际还是高一些&nbsp;","text":"$MINIMAX-W(00100)$ 云知声的安全边际还是高一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602564286796832","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602555945009648,"gmtCreate":1788145369604,"gmtModify":1788145371929,"author":{"id":"4230110163871550","authorId":"4230110163871550","name":"siliveya","avatar":"https://static.tigerbbs.com/af47d17723eff1a5c4de1866d037166d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230110163871550","authorIdStr":"4230110163871550"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ &nbsp;</a>友谊医院单院区上半年生成超30万份门诊病历，接近去年全年4倍，大模型真干活了","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ &nbsp;</a>友谊医院单院区上半年生成超30万份门诊病历，接近去年全年4倍，大模型真干活了","text":"$云知声(09678)$ 友谊医院单院区上半年生成超30万份门诊病历，接近去年全年4倍，大模型真干活了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602555945009648","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600456533086808,"gmtCreate":1787621636744,"gmtModify":1787621638765,"author":{"id":"4230110163871550","authorId":"4230110163871550","name":"siliveya","avatar":"https://static.tigerbbs.com/af47d17723eff1a5c4de1866d037166d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230110163871550","authorIdStr":"4230110163871550"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$ &nbsp;</a>昨天完全是被板块带崩的","listText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$ &nbsp;</a>昨天完全是被板块带崩的","text":"$希迪智驾(03881)$ 昨天完全是被板块带崩的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600456533086808","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573241519038720,"gmtCreate":1780986701331,"gmtModify":1780987623021,"author":{"id":"4230110163871550","authorId":"4230110163871550","name":"siliveya","avatar":"https://static.tigerbbs.com/af47d17723eff1a5c4de1866d037166d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230110163871550","authorIdStr":"4230110163871550"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$ &nbsp;</a>琴日就估到今日会升，只系提早炒高咗啫，唔使不停问啦。","listText":"<a href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$ &nbsp;</a>琴日就估到今日会升，只系提早炒高咗啫，唔使不停问啦。","text":"$南方两倍做多三星电子(07747)$ 琴日就估到今日会升，只系提早炒高咗啫，唔使不停问啦。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573241519038720","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566877696182120,"gmtCreate":1779432266908,"gmtModify":1779432268798,"author":{"id":"4230110163871550","authorId":"4230110163871550","name":"siliveya","avatar":"https://static.tigerbbs.com/af47d17723eff1a5c4de1866d037166d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230110163871550","authorIdStr":"4230110163871550"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ &nbsp;</a>之前被洗出去拍断大腿，今天果断接回","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ &nbsp;</a>之前被洗出去拍断大腿，今天果断接回","text":"$云知声(09678)$ 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