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X城市山海迅
X城市山海迅
·
07-16
$百望股份(06657)$
别只盯一天K线，这类票后面更该看客户数、调用频次、续费率这些真数据
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350
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X城市山海迅
X城市山海迅
·
07-15
$珞石机器人(03752)$
三条产品线全布局：工业机器人2.25亿（43%）、协作机器人1.38亿（27%）、具身智能0.47亿（9%），每个赛道都是高增长方向
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X城市山海迅
X城市山海迅
·
07-10
$赤子城科技(09911)$
不买了，买累了，周一再买
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1
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X城市山海迅
X城市山海迅
·
06-26
$赤子城科技(09911)$
别看现在很多看衰赤子城的人喊得大声，一根大阳线就能让他们调头改信仰…公司从来没变，变得是短期情绪
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717
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X城市山海迅
X城市山海迅
·
06-15
$赤子城科技(09911)$
短期确实企稳了，回购是会凝聚力量的
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1,156
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1
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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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745
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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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1,125
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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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605
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href=\"https://laohu8.com/S/03752\">$珞石机器人(03752)$</a>三条产品线全布局：工业机器人2.25亿（43%）、协作机器人1.38亿（27%）、具身智能0.47亿（9%），每个赛道都是高增长方向","text":"$珞石机器人(03752)$三条产品线全布局：工业机器人2.25亿（43%）、协作机器人1.38亿（27%）、具身智能0.47亿（9%），每个赛道都是高增长方向","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586016722456720","isVote":1,"tweetType":1,"viewCount":8756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584232617099544,"gmtCreate":1783666430936,"gmtModify":1783666432765,"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,"idStr":"4241824415986530","authorIdStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>不买了，买累了，周一再买","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>不买了，买累了，周一再买","text":"$赤子城科技(09911)$不买了，买累了，周一再买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584232617099544","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579296327947392,"gmtCreate":1782459925250,"gmtModify":1782461443103,"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,"idStr":"4241824415986530","authorIdStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>别看现在很多看衰赤子城的人喊得大声，一根大阳线就能让他们调头改信仰…公司从来没变，变得是短期情绪","listText":"<a 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href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>短期确实企稳了，回购是会凝聚力量的","text":"$赤子城科技(09911)$短期确实企稳了，回购是会凝聚力量的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575460663570496","isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574380089177856,"gmtCreate":1781243401994,"gmtModify":1781245507393,"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,"idStr":"4241824415986530","authorIdStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a>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。","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a>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。","text":"$云知声(09678)$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。","images":[{"img":"https://static.tigerbbs.com/ea199e2acc8eb89818f696145a5f7ba6","width":"765","height":"1046"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574380089177856","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":574079169861320,"gmtCreate":1781169932191,"gmtModify":1781170458185,"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,"idStr":"4241824415986530","authorIdStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LOT\">$路特斯(LOT)$</a>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","listText":"<a href=\"https://laohu8.com/S/LOT\">$路特斯(LOT)$</a>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","text":"$路特斯(LOT)$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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574079169861320","isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574040881676600,"gmtCreate":1781160575907,"gmtModify":1781161512680,"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,"idStr":"4241824415986530","authorIdStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a 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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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574040881676600","isVote":1,"tweetType":1,"viewCount":1519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573908724946792,"gmtCreate":1781144085330,"gmtModify":1781144656463,"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,"idStr":"4241824415986530","authorIdStr":"4241824415986530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08220\">$比高集团(08220)$</a>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","listText":"<a href=\"https://laohu8.com/S/08220\">$比高集团(08220)$</a>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","text":"$比高集团(08220)$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","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":1125,"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,"idStr":"4241824415986530","authorIdStr":"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":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}