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小晚谈投资
小晚谈投资
·
08-20
$恒生科技指数(HSTECH)$
呢浸医药浪，买ETF垫底好过搏个股，至少晚黑瞓得着
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220
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小晚谈投资
小晚谈投资
·
08-18
$百望股份(06657)$
财税合规是全球刚需，百望拿着国内最全的交易底账，往海外一拓展，这故事的空间就打开了
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336
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小晚谈投资
小晚谈投资
·
08-13
$路特斯(LOT)$
Focus2030战略设计非常务实，不盲目all in纯电，燃油、插混、纯电多路线并行，可以适配全球各个地区市场环境
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466
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小晚谈投资
小晚谈投资
·
08-12
$百望股份(06657)$
财税数字化做到后面，拼的已经不是模块数量了，拼的是谁能把合规和风控一起做深，百望就是看这条线
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436
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小晚谈投资
小晚谈投资
·
08-06
$赤子城科技(09911)$
今天就有色金属还行
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919
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2
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小晚谈投资
小晚谈投资
·
08-05
$百望股份(06657)$
百望这类公司如果一直按开票工具看，估值很难打开；但如果市场慢慢接受它本质上是在占企业信用数据入口，那就是另一套估值框架。重点不是概念，而是数据能不能变成服务闭环
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442
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小晚谈投资
小晚谈投资
·
07-31
$百望股份(06657)$
百望股份战略升级，发力企业交易执行与全球商业信用基础设施，以跨境电子发票合规为切入点沉淀高质量经营数据
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779
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1
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小晚谈投资
小晚谈投资
·
07-30
$东阳光药(06887)$
小碎步，上涨，不错哦
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652
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小晚谈投资
小晚谈投资
·
07-29
$云知声(09678)$
黄伟说2026才是真正竞争阶段，那云知声用智能体业务翻两倍、Token调用环比翻五倍的交卷方式，算不算把“热身赛”和“正赛”的分界画出来了？
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814
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小晚谈投资
小晚谈投资
·
07-24
$百望股份(06657)$
用友 7 月初那场智能税务遵从托管发布会我觉得挺有代表性，核心不是又出了个财税产品，而是把“以票管税”往“以数治税”迁移讲透了。这个变化对百望也重要，因为一旦市场认同多源真实数据交叉校验，发票数据的价值就会从工具层往信用层抬
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713
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href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a> 呢浸医药浪，买ETF垫底好过搏个股，至少晚黑瞓得着","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a> 呢浸医药浪，买ETF垫底好过搏个股，至少晚黑瞓得着","text":"$恒生科技指数(HSTECH)$ 呢浸医药浪，买ETF垫底好过搏个股，至少晚黑瞓得着","images":[{"img":"https://static.tigerbbs.com/5eabe5a3d52ae70977fae5f75418ea0b","width":"514","height":"268"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598718802654568","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":598065270865928,"gmtCreate":1787030163657,"gmtModify":1787030165713,"author":{"id":"4242199323042360","authorId":"4242199323042360","name":"小晚谈投资","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242199323042360","idStr":"4242199323042360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 财税合规是全球刚需，百望拿着国内最全的交易底账，往海外一拓展，这故事的空间就打开了","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 财税合规是全球刚需，百望拿着国内最全的交易底账，往海外一拓展，这故事的空间就打开了","text":"$百望股份(06657)$ 财税合规是全球刚需，百望拿着国内最全的交易底账，往海外一拓展，这故事的空间就打开了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598065270865928","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596301519250888,"gmtCreate":1786599654669,"gmtModify":1786601579489,"author":{"id":"4242199323042360","authorId":"4242199323042360","name":"小晚谈投资","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242199323042360","idStr":"4242199323042360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LOT\">$路特斯(LOT)$ </a> Focus2030战略设计非常务实，不盲目all in纯电，燃油、插混、纯电多路线并行，可以适配全球各个地区市场环境","listText":"<a href=\"https://laohu8.com/S/LOT\">$路特斯(LOT)$ </a> Focus2030战略设计非常务实，不盲目all in纯电，燃油、插混、纯电多路线并行，可以适配全球各个地区市场环境","text":"$路特斯(LOT)$ Focus2030战略设计非常务实，不盲目all in纯电，燃油、插混、纯电多路线并行，可以适配全球各个地区市场环境","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/596301519250888","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4242199632042380","authorId":"4242199632042380","name":"明鉴资管","avatar":"https://static.tigerbbs.com/9d9698a4117415e7efc0868856895a80","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4242199632042380","idStr":"4242199632042380"},"content":"Focus 2030战略重磅发布，重启燃油研发，燃油、混动、纯电三线并行，这才是懂超跑玩家要什么的品牌","text":"Focus 2030战略重磅发布，重启燃油研发，燃油、混动、纯电三线并行，这才是懂超跑玩家要什么的品牌","html":"Focus 2030战略重磅发布，重启燃油研发，燃油、混动、纯电三线并行，这才是懂超跑玩家要什么的品牌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595932328820832,"gmtCreate":1786508725885,"gmtModify":1786508728037,"author":{"id":"4242199323042360","authorId":"4242199323042360","name":"小晚谈投资","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242199323042360","idStr":"4242199323042360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 财税数字化做到后面，拼的已经不是模块数量了，拼的是谁能把合规和风控一起做深，百望就是看这条线","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 财税数字化做到后面，拼的已经不是模块数量了，拼的是谁能把合规和风控一起做深，百望就是看这条线","text":"$百望股份(06657)$ 财税数字化做到后面，拼的已经不是模块数量了，拼的是谁能把合规和风控一起做深，百望就是看这条线","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595932328820832","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593856147022928,"gmtCreate":1786001100189,"gmtModify":1786001102270,"author":{"id":"4242199323042360","authorId":"4242199323042360","name":"小晚谈投资","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242199323042360","idStr":"4242199323042360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a> 今天就有色金属还行","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$ </a> 今天就有色金属还行","text":"$赤子城科技(09911)$ 今天就有色金属还行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593856147022928","isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593510852125312,"gmtCreate":1785916815113,"gmtModify":1785916818211,"author":{"id":"4242199323042360","authorId":"4242199323042360","name":"小晚谈投资","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242199323042360","idStr":"4242199323042360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 百望这类公司如果一直按开票工具看，估值很难打开；但如果市场慢慢接受它本质上是在占企业信用数据入口，那就是另一套估值框架。重点不是概念，而是数据能不能变成服务闭环","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 百望这类公司如果一直按开票工具看，估值很难打开；但如果市场慢慢接受它本质上是在占企业信用数据入口，那就是另一套估值框架。重点不是概念，而是数据能不能变成服务闭环","text":"$百望股份(06657)$ 百望这类公司如果一直按开票工具看，估值很难打开；但如果市场慢慢接受它本质上是在占企业信用数据入口，那就是另一套估值框架。重点不是概念，而是数据能不能变成服务闭环","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593510852125312","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591600081892744,"gmtCreate":1785461791944,"gmtModify":1785461794321,"author":{"id":"4242199323042360","authorId":"4242199323042360","name":"小晚谈投资","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242199323042360","idStr":"4242199323042360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 百望股份战略升级，发力企业交易执行与全球商业信用基础设施，以跨境电子发票合规为切入点沉淀高质量经营数据","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 百望股份战略升级，发力企业交易执行与全球商业信用基础设施，以跨境电子发票合规为切入点沉淀高质量经营数据","text":"$百望股份(06657)$ 百望股份战略升级，发力企业交易执行与全球商业信用基础设施，以跨境电子发票合规为切入点沉淀高质量经营数据","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591600081892744","isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591444755059776,"gmtCreate":1785397246764,"gmtModify":1785397248469,"author":{"id":"4242199323042360","authorId":"4242199323042360","name":"小晚谈投资","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242199323042360","idStr":"4242199323042360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06887\">$东阳光药(06887)$ </a> 小碎步，上涨，不错哦","listText":"<a href=\"https://laohu8.com/S/06887\">$东阳光药(06887)$ </a> 小碎步，上涨，不错哦","text":"$东阳光药(06887)$ 小碎步，上涨，不错哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591444755059776","isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591194405007688,"gmtCreate":1785308145635,"gmtModify":1785308147659,"author":{"id":"4242199323042360","authorId":"4242199323042360","name":"小晚谈投资","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242199323042360","idStr":"4242199323042360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 黄伟说2026才是真正竞争阶段，那云知声用智能体业务翻两倍、Token调用环比翻五倍的交卷方式，算不算把“热身赛”和“正赛”的分界画出来了？","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a> 黄伟说2026才是真正竞争阶段，那云知声用智能体业务翻两倍、Token调用环比翻五倍的交卷方式，算不算把“热身赛”和“正赛”的分界画出来了？","text":"$云知声(09678)$ 黄伟说2026才是真正竞争阶段，那云知声用智能体业务翻两倍、Token调用环比翻五倍的交卷方式，算不算把“热身赛”和“正赛”的分界画出来了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591194405007688","isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589154654224904,"gmtCreate":1784868101407,"gmtModify":1784868103890,"author":{"id":"4242199323042360","authorId":"4242199323042360","name":"小晚谈投资","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242199323042360","idStr":"4242199323042360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 用友 7 月初那场智能税务遵从托管发布会我觉得挺有代表性，核心不是又出了个财税产品，而是把“以票管税”往“以数治税”迁移讲透了。这个变化对百望也重要，因为一旦市场认同多源真实数据交叉校验，发票数据的价值就会从工具层往信用层抬","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a> 用友 7 月初那场智能税务遵从托管发布会我觉得挺有代表性，核心不是又出了个财税产品，而是把“以票管税”往“以数治税”迁移讲透了。这个变化对百望也重要，因为一旦市场认同多源真实数据交叉校验，发票数据的价值就会从工具层往信用层抬","text":"$百望股份(06657)$ 用友 7 月初那场智能税务遵从托管发布会我觉得挺有代表性，核心不是又出了个财税产品，而是把“以票管税”往“以数治税”迁移讲透了。这个变化对百望也重要，因为一旦市场认同多源真实数据交叉校验，发票数据的价值就会从工具层往信用层抬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589154654224904","isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}