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小李投资圈
小李投资圈
·
02-16 10:02
$极智嘉-W(02590)$
去年41亿订单在手，新产品刚发，这点波动算啥？就当定投多捡点便宜筹码
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24
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小李投资圈
小李投资圈
·
02-16 10:00
$找钢集团-W(06676)$
做B端生意的公司就是这样，业务落地需要时间，但一旦跑通护城河很深，继续格局一把
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98
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编组 21备份 2
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小李投资圈
小李投资圈
·
02-14 09:47
$赛力斯(09927)$
最近新能源车利好政策频出，叠加问界自己月月交付超预期，这轮上涨有基本面支撑
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98
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小李投资圈
小李投资圈
·
02-14 09:47
$赛力斯(09927)$
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75
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编组 21备份 2
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小李投资圈
小李投资圈
·
02-13
$卓正医疗(02677)$
在这附近磨了几天了，啥时候开始启动啊
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130
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编组 21备份 2
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小李投资圈
小李投资圈
·
02-13
$极智嘉-W(02590)$
极智嘉持仓体验一直都不好，但是实力确实毋庸置疑，确定性太高了
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53
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编组 21备份 2
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小李投资圈
小李投资圈
·
02-13
$禾赛-W(02525)$
不行，大盘还是太弱了，只能看年后了
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103
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编组 21备份 2
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小李投资圈
小李投资圈
·
02-13
$赛力斯(09927)$
品牌健康度连续三期第一，30万以上市场也被问界拿下，用户认可是实打实的，这对长期估值应该有支撑
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210
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编组 21备份 2
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小李投资圈
小李投资圈
·
02-13
$赛力斯(09927)$
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22
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编组 21备份 2
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小李投资圈
小李投资圈
·
02-12
【券商聚焦】信达国际：极智嘉-W(2590.HK)目标价32港元 指Gino 1人形机器人将推动估值重估
金吾财讯|信达国际发布研报指，极智嘉-W(2590.HK)作为全球仓储存履约AMR解决方案龙头，2024年市场份额达9.0%，已向40多个国家交付5.6万台AMR。公司近期发布全球首款仓储人形机器人Gino 1，搭载Geek+ Brain系统，具备拣货、搬运等多任务能力，预计将拓宽产品线并推动全流程无人仓落地。 研报指出，公司终端客户数从2022年254个增至2024年324个，其中263个为复购客户，显示较强客户粘性。2025年订单达41.4亿人民币，同比增长31.7%，预计2025年将扭亏为盈，2026年经调整盈利达3.33亿人民币。当前股价对应7.4倍2026年市销率，若Gino 1获市场认可，估值有望提升。 给予"买入"评级，目标价32港元，较现价26.5港元有20.8%上升空间。
$极智嘉-W(02590)$
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【券商聚焦】信达国际：极智嘉-W(2590.HK)目标价32港元 指Gino 1人形机器人将推动估值重估
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href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a>在这附近磨了几天了，啥时候开始启动啊","text":"$卓正医疗(02677)$在这附近磨了几天了，啥时候开始启动啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532241914081568","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532249290638992,"gmtCreate":1770962763294,"gmtModify":1770962765116,"author":{"id":"4233804918910090","authorId":"4233804918910090","name":"小李投资圈","avatar":"https://static.tigerbbs.com/3dbf9765d00dd1ebc471ed2b1a18340b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4233804918910090","authorIdStr":"4233804918910090"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>极智嘉持仓体验一直都不好，但是实力确实毋庸置疑，确定性太高了","listText":"<a 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href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>不行，大盘还是太弱了，只能看年后了","text":"$禾赛-W(02525)$不行，大盘还是太弱了，只能看年后了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532241602708848","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532196453729896,"gmtCreate":1770951740976,"gmtModify":1770951742730,"author":{"id":"4233804918910090","authorId":"4233804918910090","name":"小李投资圈","avatar":"https://static.tigerbbs.com/3dbf9765d00dd1ebc471ed2b1a18340b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4233804918910090","authorIdStr":"4233804918910090"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>品牌健康度连续三期第一，30万以上市场也被问界拿下，用户认可是实打实的，这对长期估值应该有支撑","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>品牌健康度连续三期第一，30万以上市场也被问界拿下，用户认可是实打实的，这对长期估值应该有支撑","text":"$赛力斯(09927)$品牌健康度连续三期第一，30万以上市场也被问界拿下，用户认可是实打实的，这对长期估值应该有支撑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532196453729896","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532196391138128,"gmtCreate":1770951732750,"gmtModify":1770951734271,"author":{"id":"4233804918910090","authorId":"4233804918910090","name":"小李投资圈","avatar":"https://static.tigerbbs.com/3dbf9765d00dd1ebc471ed2b1a18340b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4233804918910090","authorIdStr":"4233804918910090"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>","text":"$赛力斯(09927)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532196391138128","isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":531885520819576,"gmtCreate":1770875752966,"gmtModify":1770876357530,"author":{"id":"4233804918910090","authorId":"4233804918910090","name":"小李投资圈","avatar":"https://static.tigerbbs.com/3dbf9765d00dd1ebc471ed2b1a18340b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4233804918910090","authorIdStr":"4233804918910090"},"themes":[],"title":"【券商聚焦】信达国际：极智嘉-W(2590.HK)目标价32港元 指Gino 1人形机器人将推动估值重估","htmlText":"金吾财讯|信达国际发布研报指，极智嘉-W(2590.HK)作为全球仓储存履约AMR解决方案龙头，2024年市场份额达9.0%，已向40多个国家交付5.6万台AMR。公司近期发布全球首款仓储人形机器人Gino 1，搭载Geek+ Brain系统，具备拣货、搬运等多任务能力，预计将拓宽产品线并推动全流程无人仓落地。 研报指出，公司终端客户数从2022年254个增至2024年324个，其中263个为复购客户，显示较强客户粘性。2025年订单达41.4亿人民币，同比增长31.7%，预计2025年将扭亏为盈，2026年经调整盈利达3.33亿人民币。当前股价对应7.4倍2026年市销率，若Gino 1获市场认可，估值有望提升。 给予\"买入\"评级，目标价32港元，较现价26.5港元有20.8%上升空间。 <a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>","listText":"金吾财讯|信达国际发布研报指，极智嘉-W(2590.HK)作为全球仓储存履约AMR解决方案龙头，2024年市场份额达9.0%，已向40多个国家交付5.6万台AMR。公司近期发布全球首款仓储人形机器人Gino 1，搭载Geek+ Brain系统，具备拣货、搬运等多任务能力，预计将拓宽产品线并推动全流程无人仓落地。 研报指出，公司终端客户数从2022年254个增至2024年324个，其中263个为复购客户，显示较强客户粘性。2025年订单达41.4亿人民币，同比增长31.7%，预计2025年将扭亏为盈，2026年经调整盈利达3.33亿人民币。当前股价对应7.4倍2026年市销率，若Gino 1获市场认可，估值有望提升。 给予\"买入\"评级，目标价32港元，较现价26.5港元有20.8%上升空间。 <a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>","text":"金吾财讯|信达国际发布研报指，极智嘉-W(2590.HK)作为全球仓储存履约AMR解决方案龙头，2024年市场份额达9.0%，已向40多个国家交付5.6万台AMR。公司近期发布全球首款仓储人形机器人Gino 1，搭载Geek+ Brain系统，具备拣货、搬运等多任务能力，预计将拓宽产品线并推动全流程无人仓落地。 研报指出，公司终端客户数从2022年254个增至2024年324个，其中263个为复购客户，显示较强客户粘性。2025年订单达41.4亿人民币，同比增长31.7%，预计2025年将扭亏为盈，2026年经调整盈利达3.33亿人民币。当前股价对应7.4倍2026年市销率，若Gino 1获市场认可，估值有望提升。 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