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X城市山海迅
X城市山海迅
·
06-15 15:08
$赤子城科技(09911)$
短期确实企稳了，回购是会凝聚力量的
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X城市山海迅
X城市山海迅
·
06-12
$云知声(09678)$
很多模型专挑测试集刷分（过拟合），但LLM Stats明确说了，他们测的是真实工作负载。云知声能排进前30，说明在推理、代码、工具调用这些硬骨头上都过关了。这种“综合战斗力”才是B端客户买单的理由。
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X城市山海迅
X城市山海迅
·
06-11
$路特斯(LOT)$
莲花变了，不再死磕纯电，而是搞燃油+纯电+混动三轨并行，For Me就是Focus 2030战略的头胎，与其逼着用户去适应不完善的充电桩，不如让技术来适应生活，这才是务实的顶级豪华品牌该有的样子
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X城市山海迅
X城市山海迅
·
06-11
$桦欣控股(01657)$
各位老友，我睇好呢只股净系睇两点：「中国版 Databricks」同「物理 AI」。简单讲：中国版 Databricks 负责畀 AI 有数据取用，物理 AI 就负责令 AI 喺现实世界实实在在做嘢。一个掌管「大脑嘅食粮」，一个掌控「躯体嘅行动力」，两样都系而家 AI 产业最核心嘅两大主线。 温馨提示：译文只作语言转换，内容唔构成任何投资操作建议。
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X城市山海迅
X城市山海迅
·
06-11
$比高集团(08220)$
Seedance 2.0 系全球领先影片生成大模型，睇嚟比高（08220）今次系纯正嘅
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X城市山海迅
X城市山海迅
·
06-11
$桦欣控股(01657)$
优质数据库再加 AI 大模型，两大热点叠加，今转行情相信仲未完结。
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X城市山海迅
X城市山海迅
·
06-09
$桦欣控股(01657)$
有人问我桦欣控股还能不能追？我说你先搞懂一件事：这公司现在的灵魂是四方伟业，不是原来那个做服装的。四方伟业是什么？全栈自主可控的数据AI平台，对标Databricks，深耕政企能源交通十多年，市占率全国第一，还是**生态核心伙伴。物理AI要起飞，数据底座先行，这票我坚定看多。
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X城市山海迅
X城市山海迅
·
06-08
$桦欣控股(01657)$
啱啱挂单冇成交，睇嚟大家都惜售，仲要升。
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X城市山海迅
X城市山海迅
·
06-08
$桦欣控股(01657)$
数字孪生只是表象，核心是物理规则 + AI 决策，四方伟业这块和五一视界持平甚至领先。
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X城市山海迅
X城市山海迅
·
06-08
$桦欣控股(01657)$
数字经济大环境下，拥有核心数据资产嘅公司最吃香，四方伟业啱啱就喺呢个位，天时地利都占晒。
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系全球领先影片生成大模型，睇嚟比高（08220）今次系纯正嘅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573908724946792","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573906584422192,"gmtCreate":1781143561839,"gmtModify":1781144616205,"author":{"id":"4241824415986530","authorId":"4241824415986530","name":"X城市山海迅","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241824415986530","idStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>优质数据库再加 AI 大模型，两大热点叠加，今转行情相信仲未完结。","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>优质数据库再加 AI 大模型，两大热点叠加，今转行情相信仲未完结。","text":"$桦欣控股(01657)$优质数据库再加 AI 大模型，两大热点叠加，今转行情相信仲未完结。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573906584422192","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573159095903000,"gmtCreate":1780966581543,"gmtModify":1780970785652,"author":{"id":"4241824415986530","authorId":"4241824415986530","name":"X城市山海迅","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241824415986530","idStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>有人问我桦欣控股还能不能追？我说你先搞懂一件事：这公司现在的灵魂是四方伟业，不是原来那个做服装的。四方伟业是什么？全栈自主可控的数据AI平台，对标Databricks，深耕政企能源交通十多年，市占率全国第一，还是**生态核心伙伴。物理AI要起飞，数据底座先行，这票我坚定看多。","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>有人问我桦欣控股还能不能追？我说你先搞懂一件事：这公司现在的灵魂是四方伟业，不是原来那个做服装的。四方伟业是什么？全栈自主可控的数据AI平台，对标Databricks，深耕政企能源交通十多年，市占率全国第一，还是**生态核心伙伴。物理AI要起飞，数据底座先行，这票我坚定看多。","text":"$桦欣控股(01657)$有人问我桦欣控股还能不能追？我说你先搞懂一件事：这公司现在的灵魂是四方伟业，不是原来那个做服装的。四方伟业是什么？全栈自主可控的数据AI平台，对标Databricks，深耕政企能源交通十多年，市占率全国第一，还是**生态核心伙伴。物理AI要起飞，数据底座先行，这票我坚定看多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573159095903000","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572941040530552,"gmtCreate":1780900510710,"gmtModify":1780903249474,"author":{"id":"4241824415986530","authorId":"4241824415986530","name":"X城市山海迅","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241824415986530","idStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>啱啱挂单冇成交，睇嚟大家都惜售，仲要升。","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>啱啱挂单冇成交，睇嚟大家都惜售，仲要升。","text":"$桦欣控股(01657)$啱啱挂单冇成交，睇嚟大家都惜售，仲要升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572941040530552","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572886608179256,"gmtCreate":1780889526195,"gmtModify":1780890343778,"author":{"id":"4241824415986530","authorId":"4241824415986530","name":"X城市山海迅","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241824415986530","idStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>数字孪生只是表象，核心是物理规则 + AI 决策，四方伟业这块和五一视界持平甚至领先。","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>数字孪生只是表象，核心是物理规则 + AI 决策，四方伟业这块和五一视界持平甚至领先。","text":"$桦欣控股(01657)$数字孪生只是表象，核心是物理规则 + AI 决策，四方伟业这块和五一视界持平甚至领先。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572886608179256","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572857017581952,"gmtCreate":1780879993533,"gmtModify":1780883593593,"author":{"id":"4241824415986530","authorId":"4241824415986530","name":"X城市山海迅","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241824415986530","idStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>数字经济大环境下，拥有核心数据资产嘅公司最吃香，四方伟业啱啱就喺呢个位，天时地利都占晒。","listText":"<a 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