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初心落叶B冒
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初心落叶B冒
初心落叶B冒
·
07-15
$SENASIC(琻捷)(06675)$
纳芯微（2676.HK）、思瑞浦（688536）解决的是“信号链国产化”问题——在TI、ADI的既有地盘里抢份额；而SENASIC做的是定义“Physical AI端侧感算”新赛道——让轮胎、电池、机器人本体拥有本地感知与决策能力。一个是存量替代逻辑，一个是增量场景创造逻辑
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初心落叶B冒
初心落叶B冒
·
07-13
$赤子城科技(09911)$
港股今天都很惨啊
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454
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2
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初心落叶B冒
初心落叶B冒
·
07-13
$珞石机器人(03752)$
全栈自研才是珞石护城河，自主力控关节、xCore控制平台，国内少数同时量产工业、协作、具身三类机器人的厂商。行业马上价格战，有自研底层成本优势的企业才能活下来，珞石核心部件自产，长期成本管控能力远超同行
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1.50万
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初心落叶B冒
初心落叶B冒
·
07-08
$赤子城科技(09911)$
每天升一点，变成了我的避风港
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461
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1
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初心落叶B冒
初心落叶B冒
·
07-03
$云知声(09678)$
持仓待涨，大口吃肉。
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902
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1
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初心落叶B冒
初心落叶B冒
·
07-03
$珞石机器人(03752)$
资本现在考核回本周期、稳定性、任务完成率，珞石营收连年高增，万台具身订单逐步交付，工业化落地兑现速度远超多数同行。
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1.45万
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初心落叶B冒
初心落叶B冒
·
06-25
$百望股份(06657)$
从SaaS到RaaS（结果即服务），百望这份白皮书戳中了痛点。不再卖软件，而是卖“合规结果”
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779
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初心落叶B冒
初心落叶B冒
·
06-24
$赤子城科技(09911)$
有的时候，我还是很喜欢做些反人性的事，越跌越买
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833
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初心落叶B冒
初心落叶B冒
·
06-11
$桦欣控股(01657)$
讲句老实说，对比 Databricks 1340 亿美元嘅估值，今次收购方四方伟业 就算只拿到十分之一嘅估值溢价，股价上升空间都足以翻倍。呢项高科技资产迟早都会注入，而家就系趁机提前布局。
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初心落叶B冒
初心落叶B冒
·
06-10
$比高集团(08220)$
今次合作解决咗 AI 侵权痛点，搞『授权—保护—审核—分发—变现』全链路！企业同个人都可以用，比高今次转型超成功，要向星爷致敬！
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href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>每天升一点，变成了我的避风港","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>每天升一点，变成了我的避风港","text":"$赤子城科技(09911)$每天升一点，变成了我的避风港","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583544140615768","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581687124333480,"gmtCreate":1783044893423,"gmtModify":1783044895209,"author":{"id":"4241824380986400","authorId":"4241824380986400","name":"初心落叶B冒","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241824380986400","authorIdStr":"4241824380986400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a>持仓待涨，大口吃肉。","listText":"<a 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href=\"https://laohu8.com/S/03752\">$珞石机器人(03752)$</a>资本现在考核回本周期、稳定性、任务完成率，珞石营收连年高增，万台具身订单逐步交付，工业化落地兑现速度远超多数同行。","text":"$珞石机器人(03752)$资本现在考核回本周期、稳定性、任务完成率，珞石营收连年高增，万台具身订单逐步交付，工业化落地兑现速度远超多数同行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581660303737496","isVote":1,"tweetType":1,"viewCount":14532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578943272735432,"gmtCreate":1782352708528,"gmtModify":1782353768956,"author":{"id":"4241824380986400","authorId":"4241824380986400","name":"初心落叶B冒","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241824380986400","authorIdStr":"4241824380986400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$</a>从SaaS到RaaS（结果即服务），百望这份白皮书戳中了痛点。不再卖软件，而是卖“合规结果”","listText":"<a 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href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>有的时候，我还是很喜欢做些反人性的事，越跌越买","text":"$赤子城科技(09911)$有的时候，我还是很喜欢做些反人性的事，越跌越买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578661690766480","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573902078699792,"gmtCreate":1781142526470,"gmtModify":1781142571394,"author":{"id":"4241824380986400","authorId":"4241824380986400","name":"初心落叶B冒","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241824380986400","authorIdStr":"4241824380986400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>讲句老实说，对比 Databricks 1340 亿美元嘅估值，今次收购方四方伟业 就算只拿到十分之一嘅估值溢价，股价上升空间都足以翻倍。呢项高科技资产迟早都会注入，而家就系趁机提前布局。","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>讲句老实说，对比 Databricks 1340 亿美元嘅估值，今次收购方四方伟业 就算只拿到十分之一嘅估值溢价，股价上升空间都足以翻倍。呢项高科技资产迟早都会注入，而家就系趁机提前布局。","text":"$桦欣控股(01657)$讲句老实说，对比 Databricks 1340 亿美元嘅估值，今次收购方四方伟业 就算只拿到十分之一嘅估值溢价，股价上升空间都足以翻倍。呢项高科技资产迟早都会注入，而家就系趁机提前布局。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573902078699792","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573639497629976,"gmtCreate":1781078345839,"gmtModify":1781079525390,"author":{"id":"4241824380986400","authorId":"4241824380986400","name":"初心落叶B冒","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241824380986400","authorIdStr":"4241824380986400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08220\">$比高集团(08220)$</a>今次合作解决咗 AI 侵权痛点，搞『授权—保护—审核—分发—变现』全链路！企业同个人都可以用，比高今次转型超成功，要向星爷致敬！","listText":"<a href=\"https://laohu8.com/S/08220\">$比高集团(08220)$</a>今次合作解决咗 AI 侵权痛点，搞『授权—保护—审核—分发—变现』全链路！企业同个人都可以用，比高今次转型超成功，要向星爷致敬！","text":"$比高集团(08220)$今次合作解决咗 AI 侵权痛点，搞『授权—保护—审核—分发—变现』全链路！企业同个人都可以用，比高今次转型超成功，要向星爷致敬！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573639497629976","isVote":1,"tweetType":1,"viewCount":1553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}