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潜龙在渊慢即是快

潜龙在渊慢即是快

价值、周期、心态

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潜龙在渊慢即是快

06-16

发一个A股收佣的策略，分别选近半年，近一年，近三年的比较。黄色线是我的曲线。两个结论： 1.为了营销我签约改变坐标轴 2.复利的作用是强大的

潜龙在渊慢即是快

06-13

$ROBIN ENERGY LTD.(RBNE)$ 持股了2年，终于拿到理想收益

潜龙在渊慢即是快

06-13

我开仓了1手$AAPL 20251219 185.0 PUT$ ,需要增加点收益基础

潜龙在渊慢即是快

06-11

骗钱玩意，坚决不能作妖

“车来了”母公司元光科技香港上市：首日大跌30.26%，市值约10.49亿港元

潜龙在渊慢即是快

05-30

我平仓了2手$NVDA 20250815 110.0 PUT$ ,还是觉得贵，走了

潜龙在渊慢即是快

05-29

我平仓了400.0股$恒瑞医药(01276)$ ,走了走了，赚个旅游钱

潜龙在渊慢即是快

05-28

我开仓了5手$NVDA 20250606 152.5 CALL$ ,感觉财务状态可能不错

潜龙在渊慢即是快

05-28

我开仓了5手$PDD 20250627 110.0 CALL$ ,坚定看多

潜龙在渊慢即是快

05-27

我开仓了5手$MNSO 20251121 17.5 CALL$ ,等待

潜龙在渊慢即是快

05-27

我开仓了5手$MNSO 20250718 17.5 CALL$ ,看多

潜龙在渊慢即是快

05-27

我开仓了2手$PDD 20260116 90.0 PUT$ ,坚定多

潜龙在渊慢即是快

05-27

我开仓了5手$PDD 20250718 125.0 CALL$ ,坚定看多，pdd有格局

潜龙在渊慢即是快

05-23

我平仓了400.0股$恒瑞医药(01276)$ ,这个新肉不错[开心]

潜龙在渊慢即是快

05-22

$恒瑞医药(01276)$ 见龙在田

潜龙在渊慢即是快

05-21

怎么没中签，都顶格申购了

潜龙在渊慢即是快

05-20

我平仓了100.0股$宁德时代(03750)$ ,还是少吃了些利润，一定要有交易纪律并坚守

潜龙在渊慢即是快

05-07

$沪上阿姨(02589)$ 赚波奶茶线

潜龙在渊慢即是快

05-07

Replying to @LinYuliang:好东西不买是因为不知道，知道了一定会想办法去买//@LinYuliang:没有中国市场，股价暂时上不去。

@会投资的DJ:$英伟达(NVDA)$ 既有硬件优势，又有生态优势，又有模型优势，还开源抢占市场。英伟达护城河好深

潜龙在渊慢即是快

05-07

品控差的要死，保值率很低，美丽废物顶级代表！

抱歉，原内容已删除

潜龙在渊慢即是快

05-06

我平仓了300.0股$霸王茶姬(CHA)$ ,算了，错误操作，不坚持了🤦‍♂️。永远不赚最后一个钢蹦

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持股了2年，终于拿到理想收益","images":[{"img":"https://static.tigerbbs.com/84a807b8acef49df0aa9c06f55a9f8d6","width":"1034","height":"1877"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":15,"repostSize":3,"link":"https://laohu8.com/post/445720967987840","isVote":1,"tweetType":1,"viewCount":5053,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4210515505656132","authorId":"4210515505656132","name":"站在山顶的韭菜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4210515505656132","idStr":"4210515505656132"},"content":"25年4月11号上市，你就持股两年了，兄穿越啦？","text":"25年4月11号上市，你就持股两年了，兄穿越啦？","html":"25年4月11号上市，你就持股两年了，兄穿越啦？"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":445336853189152,"gmtCreate":1749746572367,"gmtModify":1750720716507,"author":{"id":"4087527480839050","authorId":"4087527480839050","name":"潜龙在渊慢即是快","avatar":"https://static.tigerbbs.com/ae386d455f3145d932bcef138287ccf7","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087527480839050","idStr":"4087527480839050"},"themes":[],"htmlText":"我开仓了1手<a 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23:06","market":"hk","language":"zh","title":"“车来了”母公司元光科技香港上市：首日大跌30.26%，市值约10.49亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2542349206","media":"公司研究室","summary":"本次IPO，元光科技发售价为每股9.75港元，募集资金总额约2.42亿港元，所得款净额约1.60亿港元。首日收盘，元光科技股价为每股6.80港元，较发行价下跌30.26%，市值约为10.49亿港元。截至2024年末，车来了覆盖全国274个城市，累计用户数约为2.984亿名。判决邵凌霜犯非法获取计算机信息系统数据罪，判处有期徒刑三年，缓刑四年，并处罚金十万元。","content":"<html><body><article><p>（原标题：“车来了”母公司元光科技香港上市：首日大跌30.26%，市值约10.49亿港元）</p><p>出品｜公司研究室IPO组</p><p>文｜曲奇</p><p>6月10日，中国最大的实时公交<a href=\"https://laohu8.com/S/300469\">信息</a>平台“车来了”的母公司MetaLight Inc.（下称“元光科技”）正式登陆港股上市，成为“时序数据第一股”，也是今年湖北省的第一股港股IPO。</p><p>本次IPO，元光科技发售价为每股9.75港元，募集资金总额约2.42亿港元，所得款净额约1.60亿港元。</p><p>在认购阶段，元光科技认购较为火爆。其中，国际配售获超额认购2.49倍，香港公开发售超额认购274.44倍。此外，本次IPO，元光科技并未引入<a href=\"https://laohu8.com/S/08391\">基石</a>投资者。</p><p>首日收盘，元光科技股价为每股6.80港元，较发行价下跌30.26%，市值约为10.49亿港元。</p><p>IPO前，元光科技先后进行过6轮融资，投资方包括雷军、真格基金、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、宽带资本、滴滴等，累计融资融资约2.1亿元。</p><p>IPO前，滴滴旗下Cheering Venture持股18.11%，是最大的外部股东，<a href=\"https://laohu8.com/S/09988\">阿里</a>持股10.46%。值得一提的是，雷军在2024年便彻底退出元光科技。</p><p><strong>3年收入复合增速23.5%</strong></p><p>2010年，元光科技的前身“<a href=\"https://laohu8.com/S/600168\">武汉</a>元光”成立，公司专注于利用时序数据（即按时间顺序排列的数据点）来发现及预测分析对象随时间变化的趋势、模式及波动特征。</p><p>2013年，武汉元光开发了“车来了”App，为用户提供实时的公交时刻表及准确预计的车辆到达时间。</p><p>截至2024年末，车来了覆盖全国274个城市，累计用户数约为2.984亿名。2025年3月，车来了将其实时数据覆盖范围扩展至香港。</p><p>“车来了”免费为用户提供服务，主要通过提供移动广告服务及数据技术服务产生收入，大部分收入均来自移动广告服务。</p><p>招股书显示，2022年至2024年，元光科技营收分别为1.35亿元、1.74亿元、2.06亿元，年复合增长率达23.5%。其中，移动广告收入占比由2022年的85.2%增至2024年的98.0%。</p><p>2022年到2024年，元光科技毛利率分别为73.0%、76.3%、76.4%；年内利润分别为-2004万元、-2033万元、-2614万元；年内利润率分别为-14.8%、-11.6%、-12%。</p><p><strong>创始团队来自北大</strong></p><p>元光科技创始团队来自北大，创始人邵凌霜2010年从北大计算机系博士毕业。不过，在上市前，邵凌霜已辞任公司CEO及董事职位以及集团所有主要实体的首席执行官、董事职务。</p><p>目前，元光科技执行董事分别为CEO孙熙、钱金蕾、许诚、吕露，独立非执行董事分别为谢涛博士、苏瑜女士、黄晓凌。</p><p>其中，孙熙2003年7月获得北大计算机科学技术系学士学位，于2009年1月获得信息科学技术学院博士学位，博士毕业较邵凌霜早一年。</p><p>钱金蕾分别于2003年7月及2006年7月获得北大计算机科学与技术学士学位及计算机软件与理论硕士学位，和孙熙应是同学。</p><p>独立董事苏瑜分别于2001年7月、2003年6月获得北大<a href=\"https://laohu8.com/S/001333\">光华</a>管理学院市场营销学士学位及企业管理硕士学位。</p><p>独立董事谢涛亦在2000年获北大计算机软件与理论硕士学位。</p><p>IPO前，孙熙、陈晓、肖平原及各自的控制实体为一致行动方，一致行动方及BusDream共同拥有并有权控制合共约25.21%的投票权，一致行动方及Bus Dream构成单一最大股东集团。</p><p>具体来看，IPO前，陈晓持股为6.87%，肖平原持股为5.17%，孙熙持股为8.71%。而创始人邵凌霜仅通过Bus Dream持有元光科技4.46%的权益。</p><p><strong>创始人涉刑事诉讼“出局”</strong></p><p>元光科技如今上市，却不见创始人邵凌霜身影，这与8年前的一起刑事诉讼有关。</p><p>2017年，邵凌霜被起诉为非法获取计算机信息系统数据罪。</p><p>据南山区人民法院153号刑事判决书显示，2015年11月左右，邵凌霜为提高“车来了”APP在中国市场的用户量及信息查询的准确度，指使公司员工利用网络爬虫软件获取包括谷米公司在内的竞争对手公司服务器里的公交车行驶信息、到站时间等实时数据，日均300万至400万条，经评估，谷米公司因被非法侵入计算机信息系统所造成的直接经济损失为24.43万元人民币。</p><p>由于邵凌霜等人行为已构成非法获取计算机信息系统数据罪，邵凌霜系主犯，但其与员工均当庭表示认罪，因此宣告缓刑。判决邵凌霜犯非法获取计算机信息系统数据罪，判处有期徒刑三年，缓刑四年，并处罚金十万元。缓期执行完毕后，法院宣布不再对被告执行原先的监禁判决。</p><p>案件之后，邵凌霜便辞任了公司首席执行官及董事职位以及集团所有主要实体的首席执行官、董事职务，并将其投票权授予孙熙。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“车来了”母公司元光科技香港上市：首日大跌30.26%，市值约10.49亿港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“车来了”母公司元光科技香港上市：首日大跌30.26%，市值约10.49亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-10 23:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061023373197799483&s=b><strong>公司研究室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（原标题：“车来了”母公司元光科技香港上市：首日大跌30.26%，市值约10.49亿港元）出品｜公司研究室IPO组文｜曲奇6月10日，中国最大的实时公交信息平台“车来了”的母公司MetaLight Inc.（下称“元光科技”）正式登陆港股上市，成为“时序数据第一股”，也是今年湖北省的第一股港股IPO。本次IPO，元光科技发售价为每股9.75港元，募集资金总额约2.42亿港元，所得款净额约1.60...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061023373197799483&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02605":"METALIGHT"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061023373197799483&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2542349206","content_text":"（原标题：“车来了”母公司元光科技香港上市：首日大跌30.26%，市值约10.49亿港元）出品｜公司研究室IPO组文｜曲奇6月10日，中国最大的实时公交信息平台“车来了”的母公司MetaLight Inc.（下称“元光科技”）正式登陆港股上市，成为“时序数据第一股”，也是今年湖北省的第一股港股IPO。本次IPO，元光科技发售价为每股9.75港元，募集资金总额约2.42亿港元，所得款净额约1.60亿港元。在认购阶段，元光科技认购较为火爆。其中，国际配售获超额认购2.49倍，香港公开发售超额认购274.44倍。此外，本次IPO，元光科技并未引入基石投资者。首日收盘，元光科技股价为每股6.80港元，较发行价下跌30.26%，市值约为10.49亿港元。IPO前，元光科技先后进行过6轮融资，投资方包括雷军、真格基金、阿里巴巴、宽带资本、滴滴等，累计融资融资约2.1亿元。IPO前，滴滴旗下Cheering Venture持股18.11%，是最大的外部股东，阿里持股10.46%。值得一提的是，雷军在2024年便彻底退出元光科技。3年收入复合增速23.5%2010年，元光科技的前身“武汉元光”成立，公司专注于利用时序数据（即按时间顺序排列的数据点）来发现及预测分析对象随时间变化的趋势、模式及波动特征。2013年，武汉元光开发了“车来了”App，为用户提供实时的公交时刻表及准确预计的车辆到达时间。截至2024年末，车来了覆盖全国274个城市，累计用户数约为2.984亿名。2025年3月，车来了将其实时数据覆盖范围扩展至香港。“车来了”免费为用户提供服务，主要通过提供移动广告服务及数据技术服务产生收入，大部分收入均来自移动广告服务。招股书显示，2022年至2024年，元光科技营收分别为1.35亿元、1.74亿元、2.06亿元，年复合增长率达23.5%。其中，移动广告收入占比由2022年的85.2%增至2024年的98.0%。2022年到2024年，元光科技毛利率分别为73.0%、76.3%、76.4%；年内利润分别为-2004万元、-2033万元、-2614万元；年内利润率分别为-14.8%、-11.6%、-12%。创始团队来自北大元光科技创始团队来自北大，创始人邵凌霜2010年从北大计算机系博士毕业。不过，在上市前，邵凌霜已辞任公司CEO及董事职位以及集团所有主要实体的首席执行官、董事职务。目前，元光科技执行董事分别为CEO孙熙、钱金蕾、许诚、吕露，独立非执行董事分别为谢涛博士、苏瑜女士、黄晓凌。其中，孙熙2003年7月获得北大计算机科学技术系学士学位，于2009年1月获得信息科学技术学院博士学位，博士毕业较邵凌霜早一年。钱金蕾分别于2003年7月及2006年7月获得北大计算机科学与技术学士学位及计算机软件与理论硕士学位，和孙熙应是同学。独立董事苏瑜分别于2001年7月、2003年6月获得北大光华管理学院市场营销学士学位及企业管理硕士学位。独立董事谢涛亦在2000年获北大计算机软件与理论硕士学位。IPO前，孙熙、陈晓、肖平原及各自的控制实体为一致行动方，一致行动方及BusDream共同拥有并有权控制合共约25.21%的投票权，一致行动方及Bus Dream构成单一最大股东集团。具体来看，IPO前，陈晓持股为6.87%，肖平原持股为5.17%，孙熙持股为8.71%。而创始人邵凌霜仅通过Bus Dream持有元光科技4.46%的权益。创始人涉刑事诉讼“出局”元光科技如今上市，却不见创始人邵凌霜身影，这与8年前的一起刑事诉讼有关。2017年，邵凌霜被起诉为非法获取计算机信息系统数据罪。据南山区人民法院153号刑事判决书显示，2015年11月左右，邵凌霜为提高“车来了”APP在中国市场的用户量及信息查询的准确度，指使公司员工利用网络爬虫软件获取包括谷米公司在内的竞争对手公司服务器里的公交车行驶信息、到站时间等实时数据，日均300万至400万条，经评估，谷米公司因被非法侵入计算机信息系统所造成的直接经济损失为24.43万元人民币。由于邵凌霜等人行为已构成非法获取计算机信息系统数据罪，邵凌霜系主犯，但其与员工均当庭表示认罪，因此宣告缓刑。判决邵凌霜犯非法获取计算机信息系统数据罪，判处有期徒刑三年，缓刑四年，并处罚金十万元。缓期执行完毕后，法院宣布不再对被告执行原先的监禁判决。案件之后，邵凌霜便辞任了公司首席执行官及董事职位以及集团所有主要实体的首席执行官、董事职务，并将其投票权授予孙熙。","news_type":1,"symbols_score_info":{"02605":0.9}},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440304114659464,"gmtCreate":1748534617389,"gmtModify":1748535622974,"author":{"id":"4087527480839050","authorId":"4087527480839050","name":"潜龙在渊慢即是快","avatar":"https://static.tigerbbs.com/ae386d455f3145d932bcef138287ccf7","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087527480839050","idStr":"4087527480839050"},"themes":[],"htmlText":"我平仓了2手<a 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