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投研论股
IP属地:江苏
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投研论股
投研论股
·
04-24 14:25
$HASHKEY HLDGS(03887)$
AI智能体也上链了,这波我埋伏了
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投研论股
投研论股
·
04-24 13:13
$云迹(02670)$
别问现在市值多少 问就是"预期差"
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投研论股
投研论股
·
04-24 12:27
$范式智能(06682)$
等80%算力资金落地转化为设备,市场会发现当前股价严重低估了产能价值。
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投研论股
投研论股
·
04-24 10:50
$明略科技-W(02718)$
明略科技的创始人吴明辉是北大背景,公司又有腾讯这个最大外部股东,还签了战略合作协议。北大系的技术基因加上腾讯系的生态资源,这个组合在AI赛道里挺难得的
$明略科技-W(02718)$
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投研论股
投研论股
·
04-24 10:48
$极视角(06636)$
这波动也太刺激了吧!科技股果然不是心脏不好能玩的,但玩的就是心跳啊
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投研论股
投研论股
·
04-23 13:59
$极视角(06636)$
这种系统性风险释放完,优质标的反而会更凸显价值[思考]
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投研论股
投研论股
·
04-23 13:58
$明略科技-W(02718)$
今天这走势也太硬了,不服不行啊[冷漠]
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投研论股
投研论股
·
04-23 10:18
$赛力斯(09927)$
逸安启成立才一年就拉来了新股东,而且100%绿电供给,这点对讲究环保的高端用户挺有吸引力[得意]
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投研论股
投研论股
·
04-23 10:10
$汽车街(02443)$
从交易中介向标准制定者升级[得意]
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投研论股
投研论股
·
04-22 17:00
$华勤技术(03296)$
格局住!2025年1700多亿营收,数据中心接近翻倍,这哪是传统制造业,这是AI算力平台。明天上市看表演
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href=\"https://laohu8.com/S/02670\">$云迹(02670)$</a>别问现在市值多少 问就是\"预期差\"","text":"$云迹(02670)$别问现在市值多少 问就是\"预期差\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557049722769760","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557038243219352,"gmtCreate":1777004832743,"gmtModify":1777004835021,"author":{"id":"4239778985728222","authorId":"4239778985728222","name":"投研论股","avatar":"https://static.tigerbbs.com/fbd4d51333cf36f1141391468a438c23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239778985728222","idStr":"4239778985728222"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06682\">$范式智能(06682)$</a>等80%算力资金落地转化为设备,市场会发现当前股价严重低估了产能价值。","listText":"<a 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$明略科技-W(02718)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556935180013880","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556934700643696,"gmtCreate":1776998896226,"gmtModify":1776998898442,"author":{"id":"4239778985728222","authorId":"4239778985728222","name":"投研论股","avatar":"https://static.tigerbbs.com/fbd4d51333cf36f1141391468a438c23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239778985728222","idStr":"4239778985728222"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06636\">$极视角(06636)$</a>这波动也太刺激了吧!科技股果然不是心脏不好能玩的,但玩的就是心跳啊","listText":"<a 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href=\"https://laohu8.com/S/06636\">$极视角(06636)$</a>这种系统性风险释放完,优质标的反而会更凸显价值[思考]","listText":"<a href=\"https://laohu8.com/S/06636\">$极视角(06636)$</a>这种系统性风险释放完,优质标的反而会更凸显价值[思考]","text":"$极视角(06636)$这种系统性风险释放完,优质标的反而会更凸显价值[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556627614058400","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556627619414088,"gmtCreate":1776923912148,"gmtModify":1776923913877,"author":{"id":"4239778985728222","authorId":"4239778985728222","name":"投研论股","avatar":"https://static.tigerbbs.com/fbd4d51333cf36f1141391468a438c23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239778985728222","idStr":"4239778985728222"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>今天这走势也太硬了,不服不行啊[冷漠]","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>今天这走势也太硬了,不服不行啊[冷漠]","text":"$明略科技-W(02718)$今天这走势也太硬了,不服不行啊[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556627619414088","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556573234948064,"gmtCreate":1776910715053,"gmtModify":1776910717269,"author":{"id":"4239778985728222","authorId":"4239778985728222","name":"投研论股","avatar":"https://static.tigerbbs.com/fbd4d51333cf36f1141391468a438c23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239778985728222","idStr":"4239778985728222"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 逸安启成立才一年就拉来了新股东,而且100%绿电供给,这点对讲究环保的高端用户挺有吸引力[得意]","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 逸安启成立才一年就拉来了新股东,而且100%绿电供给,这点对讲究环保的高端用户挺有吸引力[得意]","text":"$赛力斯(09927)$ 逸安启成立才一年就拉来了新股东,而且100%绿电供给,这点对讲究环保的高端用户挺有吸引力[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556573234948064","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556571045818472,"gmtCreate":1776910203255,"gmtModify":1776910205009,"author":{"id":"4239778985728222","authorId":"4239778985728222","name":"投研论股","avatar":"https://static.tigerbbs.com/fbd4d51333cf36f1141391468a438c23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239778985728222","idStr":"4239778985728222"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$</a>从交易中介向标准制定者升级[得意]","listText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$</a>从交易中介向标准制定者升级[得意]","text":"$汽车街(02443)$从交易中介向标准制定者升级[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556571045818472","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556318243866296,"gmtCreate":1776848401054,"gmtModify":1776848403240,"author":{"id":"4239778985728222","authorId":"4239778985728222","name":"投研论股","avatar":"https://static.tigerbbs.com/fbd4d51333cf36f1141391468a438c23","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239778985728222","idStr":"4239778985728222"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03296\">$华勤技术(03296)$</a>格局住!2025年1700多亿营收,数据中心接近翻倍,这哪是传统制造业,这是AI算力平台。明天上市看表演","listText":"<a href=\"https://laohu8.com/S/03296\">$华勤技术(03296)$</a>格局住!2025年1700多亿营收,数据中心接近翻倍,这哪是传统制造业,这是AI算力平台。明天上市看表演","text":"$华勤技术(03296)$格局住!2025年1700多亿营收,数据中心接近翻倍,这哪是传统制造业,这是AI算力平台。明天上市看表演","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556318243866296","isVote":1,"tweetType":1,"viewCount":2879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}