今天研究了这票，基本_老虎社区_美港股上老虎

买股票的打铁匠
2025-09-08

今天研究了这票，基本面挺不错的，为啥有人不看好呢？公司Q2业绩是盈利的，业务上也获得了24家车企120多款车型的定点，在手订单金额超50亿元，排产都排到2026年底了。还新增了欧洲顶级车企的十年长约，业绩确定性很强。我觉得短期股价波动不影响长期的成长逻辑。 $禾赛-W(02525)$

# 禾赛首日大涨！继续拿着吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

ooovampireooo
·2025-09-08
精彩
发行价228港币，以目前汇率算是29.5美元左右…而美股禾赛今天上涨10%的情况下才29.0X的价格….所以无利可图
回复
1
举报
收起
- 小猫变身:
  不是还有2-3天呢嘛会涨上去给折扣的
  2025-09-09
  回复
  举报
五星出东方
·2025-09-09
看好的话，那你直接去买美股好不好？比香港发行价还便宜
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":476514138185824,"tweetId":"476514138185824","gmtCreate":1757340331263,"gmtModify":1757340333271,"author":{"id":10000000000010488,"idStr":"10000000000010487","authorId":10000000000010488,"authorIdStr":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":186,"starInvestorFlag":false},"themes":[{"themeId":"e50a329cec4a4e24aee01ef75110601e","categoryId":"7ba93224048e4975aa9a5a60d7f2353b","name":"禾赛首日大涨！继续拿着吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":e50a329cec4a4e24aee01ef75110601e}&rnconfig={\"headerBarHidden\": true}","description":"港美股双重上市公司”禾赛-W首日高开近8%，隔夜美股收涨逾4%，签署超4000万美元激光雷达订单。【大家觉得现在禾赛还能继续拿着吗？】","image":"https://static.tigerbbs.com/2d6e08d52ee260d9f5b16325fe24ff94"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>今天研究了这票，基本面挺不错的，为啥有人不看好呢？公司Q2业绩是盈利的，业务上也获得了24家车企120多款车型的定点，在手订单金额超50亿元，排产都排到2026年底了。还新增了欧洲顶级车企的十年长约，业绩确定性很强。我觉得短期股价波动不影响长期的成长逻辑。 <a data-mention-id=\"02525\" class=\"teditor-mention\" data-mention-name=\"禾赛-W\" href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>今天研究了这票，基本面挺不错的，为啥有人不看好呢？公司Q2业绩是盈利的，业务上也获得了24家车企120多款车型的定点，在手订单金额超50亿元，排产都排到2026年底了。还新增了欧洲顶级车企的十年长约，业绩确定性很强。我觉得短期股价波动不影响长期的成长逻辑。 <a data-mention-id=\"02525\" class=\"teditor-mention\" data-mention-name=\"禾赛-W\" href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> </p></body></html>","text":"今天研究了这票，基本面挺不错的，为啥有人不看好呢？公司Q2业绩是盈利的，业务上也获得了24家车企120多款车型的定点，在手订单金额超50亿元，排产都排到2026年底了。还新增了欧洲顶级车企的十年长约，业绩确定性很强。我觉得短期股价波动不影响长期的成长逻辑。 $禾赛-W(02525)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/476514138185824","repostId":0,"isVote":1,"tweetType":1,"viewCount":7083,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["02525"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":248,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":476519785631928,"commentId":"476519785631928","gmtCreate":1757341651324,"gmtModify":1757342666075,"authorId":4197688613995512,"author":{"id":4197688613995512,"idStr":"4197688613995512","authorId":4197688613995512,"name":"ooovampireooo","avatar":"https://static.tigerbbs.com/f84ccd2d257ce6d04cad96b54249b688","vip":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.25","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","name":"博闻投资者","description":"累计交易超过10只正股","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":476514138185824,"objectIdStr":"476514138185824","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"发行价228港币，以目前汇率算是29.5美元左右…而美股禾赛今天上涨10%的情况下才29.0X的价格….所以无利可图","text":"发行价228港币，以目前汇率算是29.5美元左右…而美股禾赛今天上涨10%的情况下才29.0X的价格….所以无利可图","html":"发行价228港币，以目前汇率算是29.5美元左右…而美股禾赛今天上涨10%的情况下才29.0X的价格….所以无利可图","likeSize":1,"commentSize":1,"subComments":[{"id":476549491261448,"commentId":"476549491261448","gmtCreate":1757349674812,"gmtModify":1757349679275,"authorId":4198529490393670,"author":{"id":4198529490393670,"idStr":"4198529490393670","authorId":4198529490393670,"name":"小猫变身","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":476514138185824,"objectIdStr":"476514138185824","type":1,"supId":476519785631928,"supIdStr":"476519785631928","prevId":0,"prevIdStr":"0","content":"不是还有2-3天呢嘛会涨上去给折扣的","text":"不是还有2-3天呢嘛会涨上去给折扣的","html":"不是还有2-3天呢嘛会涨上去给折扣的","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":476686843449472,"commentId":"476686843449472","gmtCreate":1757382414225,"gmtModify":1757382418559,"authorId":3559711043856510,"author":{"id":3559711043856510,"idStr":"3559711043856510","authorId":3559711043856510,"name":"五星出东方","avatar":"https://static.tigerbbs.com/293f131755b020cda538eeab90f1410c","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.29","exceedPercentage":"61.00%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":476514138185824,"objectIdStr":"476514138185824","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"看好的话，那你直接去买美股好不好？比香港发行价还便宜","text":"看好的话，那你直接去买美股好不好？比香港发行价还便宜","html":"看好的话，那你直接去买美股好不好？比香港发行价还便宜","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

评论（3）

热议股票