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王五仕
IP属地:江苏
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王五仕
王五仕
·
05-22 16:48
中金公司:维持禾赛-W 跑赢行业评级 目标价 217.00 港元
中金公司就禾赛-W(02525.HK) 发布研报称,1Q26 激光雷达出货量同比大增 141%,其中机器人业务贡献新增长曲线,中国车载主激光雷达市场份额达 55%。进入奔驰 L3 级自动驾驶供应链标志全球化加速,新品量产与技术降本将支撑未来盈利水平稳健
$禾赛(HSAI)$
$禾赛-W(02525)$
@爱发红包的虎妞
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中金公司:维持禾赛-W 跑赢行业评级 目标价 217.00 港元
王五仕
王五仕
·
05-22 15:59
$极智嘉-W(02590)$
没有大起大落,这种行情太适合拿长线了
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王五仕
王五仕
·
05-21 16:46
$极智嘉-W(02590)$
这种硬科技公司,看的是未来三年,眼前的波动真没必要太焦虑
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1
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王五仕
王五仕
·
05-21 14:20
$山高控股(00412)$
电算一体化这故事讲了挺久了,A股同类公司涨了不少,山高作为港股正宗标的,估值还在地板上,是不是有点低估了?
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王五仕
王五仕
·
05-21 11:31
$明略科技-W(02718)$
今晚加鸡腿
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14
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王五仕
王五仕
·
05-21 11:30
$找钢网-W(06676)$
说心里不烦躁那是假的,但是最近政策推行,又觉得它不可能不受益,继续拿着吧
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王五仕
王五仕
·
05-20 14:30
高端芯片占比要提到65%,均价上涨,毛利能稳住。
$地平线机器人-W(09660)$
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王五仕
王五仕
·
05-20 13:35
$金嗓子(06896)$
益生菌再火,暂时占的营收比例也就那么一点,海外面子再大也抵不过老家失火。希望顾均辉那套快消渠道铺开的效果能尽快体现在2026年中报上
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王五仕
王五仕
·
05-20 11:39
没拉大阳线反而说明主力没急着出货,在消化浮筹。SaaS龙头+AI赋能,逻辑硬,情绪也回暖了。仓位控制在三成,跌到支撑位再加,稳字当头
$群核科技(00068)$
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555
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王五仕
王五仕
·
05-20 10:04
$汽车街(02443)$
不要被短期的情绪拿捏
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href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>这种硬科技公司,看的是未来三年,眼前的波动真没必要太焦虑","text":"$极智嘉-W(02590)$这种硬科技公司,看的是未来三年,眼前的波动真没必要太焦虑","images":[{"img":"https://static.tigerbbs.com/6a4980477ca15b29e3ef5a0c00936d68","width":"832","height":"844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/566553823487616","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4241928315988180","authorId":"4241928315988180","name":"研财投资圈","avatar":"https://static.tigerbbs.com/a3344124ca2bb94b7faa76b50c138103","crmLevel":1,"crmLevelSwitch":0,"idStr":"4241928315988180","authorIdStr":"4241928315988180"},"content":"机器人概念最近波动太大了,心跳加速,这种时候只能看中长期了,短线还是别折腾了$极智嘉-W(02590)$","text":"机器人概念最近波动太大了,心跳加速,这种时候只能看中长期了,短线还是别折腾了$极智嘉-W(02590)$","html":"机器人概念最近波动太大了,心跳加速,这种时候只能看中长期了,短线还是别折腾了$极智嘉-W(02590)$"},{"author":{"id":"4199537022909542","authorId":"4199537022909542","name":"股市獵手","avatar":"https://static.tigerbbs.com/4fd9af5917d64bde733927002a3f8faf","crmLevel":2,"crmLevelSwitch":0,"idStr":"4199537022909542","authorIdStr":"4199537022909542"},"content":"有你这句话,我就放心了","text":"有你这句话,我就放心了","html":"有你这句话,我就放心了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":566518207419872,"gmtCreate":1779344455681,"gmtModify":1779344457873,"author":{"id":"4232514960896280","authorId":"4232514960896280","name":"王五仕","avatar":"https://static.tigerbbs.com/e3a9fb7016e010d309e1b761f8fec532","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232514960896280","authorIdStr":"4232514960896280"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>电算一体化这故事讲了挺久了,A股同类公司涨了不少,山高作为港股正宗标的,估值还在地板上,是不是有点低估了?","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>电算一体化这故事讲了挺久了,A股同类公司涨了不少,山高作为港股正宗标的,估值还在地板上,是不是有点低估了?","text":"$山高控股(00412)$电算一体化这故事讲了挺久了,A股同类公司涨了不少,山高作为港股正宗标的,估值还在地板上,是不是有点低估了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566518207419872","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566476399708248,"gmtCreate":1779334294575,"gmtModify":1779334296562,"author":{"id":"4232514960896280","authorId":"4232514960896280","name":"王五仕","avatar":"https://static.tigerbbs.com/e3a9fb7016e010d309e1b761f8fec532","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232514960896280","authorIdStr":"4232514960896280"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>今晚加鸡腿","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>今晚加鸡腿","text":"$明略科技-W(02718)$今晚加鸡腿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566476399708248","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566476226566232,"gmtCreate":1779334252304,"gmtModify":1779334254398,"author":{"id":"4232514960896280","authorId":"4232514960896280","name":"王五仕","avatar":"https://static.tigerbbs.com/e3a9fb7016e010d309e1b761f8fec532","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232514960896280","authorIdStr":"4232514960896280"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢网-W(06676)$</a>说心里不烦躁那是假的,但是最近政策推行,又觉得它不可能不受益,继续拿着吧","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢网-W(06676)$</a>说心里不烦躁那是假的,但是最近政策推行,又觉得它不可能不受益,继续拿着吧","text":"$找钢网-W(06676)$说心里不烦躁那是假的,但是最近政策推行,又觉得它不可能不受益,继续拿着吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566476226566232","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566166686085984,"gmtCreate":1779258603844,"gmtModify":1779258606237,"author":{"id":"4232514960896280","authorId":"4232514960896280","name":"王五仕","avatar":"https://static.tigerbbs.com/e3a9fb7016e010d309e1b761f8fec532","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232514960896280","authorIdStr":"4232514960896280"},"themes":[],"title":"","htmlText":"高端芯片占比要提到65%,均价上涨,毛利能稳住。<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","listText":"高端芯片占比要提到65%,均价上涨,毛利能稳住。<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>","text":"高端芯片占比要提到65%,均价上涨,毛利能稳住。$地平线机器人-W(09660)$","images":[{"img":"https://static.tigerbbs.com/a84e0cda06e6df1b56517ca6dfa73758","width":"131","height":"129"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566166686085984","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":566153098982936,"gmtCreate":1779255318906,"gmtModify":1779255321053,"author":{"id":"4232514960896280","authorId":"4232514960896280","name":"王五仕","avatar":"https://static.tigerbbs.com/e3a9fb7016e010d309e1b761f8fec532","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232514960896280","authorIdStr":"4232514960896280"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>益生菌再火,暂时占的营收比例也就那么一点,海外面子再大也抵不过老家失火。希望顾均辉那套快消渠道铺开的效果能尽快体现在2026年中报上","listText":"<a 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