+关注
人好看
暂无个人介绍
IP属地:未知
10
关注
0
粉丝
0
主题
0
勋章
主贴
热门
人好看
11-12
$地平线机器人-W(09660)$
现在这行情,就是考验持股耐心的时候。没啥利空也能阴跌,但只要一个实质性利好,比如新的车企定点,就能拉起来。
人好看
11-12
$禾赛-W(02525)$
$禾赛(HSAI)$
激光雷达行业还在增长期,禾赛能保持装机量第一不容易,特别是今年这么多新车上市都选他家的系统。
人好看
09-24
$金嗓子(06896)$
有诚意的话,请先站上3.5再说。
人好看
09-15
$奥克斯电气(02580)$
今天股价回稳,前两天股价调整市场情绪不好,但是机构都看好,我们小散慌啥。
人好看
08-15
$BOSS直聘-W(02076)$
$BOSS直聘(BZ)$
BOSS直聘2025Q1平均MAU冲到5760万,创历史新高!用户规模这势头,坐得稳啊~
人好看
08-15
$找钢集团-W(06676)$
焦煤降价是长期利好,不是短期炒作,看好找钢基本面改善
人好看
08-05
$极智嘉-W(02590)$
储机器人龙头+具身智能新故事,这估值不得起飞?
@舟木研究港美股:极智嘉(02590)IPO首秀亮眼!上半年营收猛增亏损骤降90%,具身智能成新增长点
人好看
07-29
$地平线机器人-W(09660)$
比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。
人好看
07-29
$极智嘉-W(02590)$
外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]
人好看
06-11
1573销量稳居高端前三,估值打到低位了<br>4、股价跌了我也敢补仓
@港美银杏君:1573,这组数字藏着中国人的顶级浪漫
人好看
04-22
大家好
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4090476213932530","uuid":"4090476213932530","gmtCreate":1627373149976,"gmtModify":1627373149976,"name":"人好看","pinyin":"rhkrenhaokan","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":10,"tweetSize":13,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":499263906190160,"gmtCreate":1762916322183,"gmtModify":1762916324197,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>现在这行情,就是考验持股耐心的时候。没啥利空也能阴跌,但只要一个实质性利好,比如新的车企定点,就能拉起来。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>现在这行情,就是考验持股耐心的时候。没啥利空也能阴跌,但只要一个实质性利好,比如新的车企定点,就能拉起来。","text":"$地平线机器人-W(09660)$现在这行情,就是考验持股耐心的时候。没啥利空也能阴跌,但只要一个实质性利好,比如新的车企定点,就能拉起来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499263906190160","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499263620641520,"gmtCreate":1762916292548,"gmtModify":1762916294566,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 激光雷达行业还在增长期,禾赛能保持装机量第一不容易,特别是今年这么多新车上市都选他家的系统。","listText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 激光雷达行业还在增长期,禾赛能保持装机量第一不容易,特别是今年这么多新车上市都选他家的系统。","text":"$禾赛-W(02525)$ $禾赛(HSAI)$ 激光雷达行业还在增长期,禾赛能保持装机量第一不容易,特别是今年这么多新车上市都选他家的系统。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499263620641520","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481933650309936,"gmtCreate":1758683564767,"gmtModify":1758683566487,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 有诚意的话,请先站上3.5再说。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 有诚意的话,请先站上3.5再说。","text":"$金嗓子(06896)$ 有诚意的话,请先站上3.5再说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481933650309936","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478707927130936,"gmtCreate":1757903770664,"gmtModify":1757903772596,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> 今天股价回稳,前两天股价调整市场情绪不好,但是机构都看好,我们小散慌啥。","listText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> 今天股价回稳,前两天股价调整市场情绪不好,但是机构都看好,我们小散慌啥。","text":"$奥克斯电气(02580)$ 今天股价回稳,前两天股价调整市场情绪不好,但是机构都看好,我们小散慌啥。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478707927130936","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467849984823776,"gmtCreate":1755238017934,"gmtModify":1755238019285,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02076\">$BOSS直聘-W(02076)$</a> <a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> BOSS直聘2025Q1平均MAU冲到5760万,创历史新高!用户规模这势头,坐得稳啊~","listText":"<a href=\"https://laohu8.com/S/02076\">$BOSS直聘-W(02076)$</a> <a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> BOSS直聘2025Q1平均MAU冲到5760万,创历史新高!用户规模这势头,坐得稳啊~","text":"$BOSS直聘-W(02076)$ $BOSS直聘(BZ)$ BOSS直聘2025Q1平均MAU冲到5760万,创历史新高!用户规模这势头,坐得稳啊~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467849984823776","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467844076671392,"gmtCreate":1755236382906,"gmtModify":1755236387512,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 焦煤降价是长期利好,不是短期炒作,看好找钢基本面改善","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 焦煤降价是长期利好,不是短期炒作,看好找钢基本面改善","text":"$找钢集团-W(06676)$ 焦煤降价是长期利好,不是短期炒作,看好找钢基本面改善","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467844076671392","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464242532274328,"gmtCreate":1754365679713,"gmtModify":1754365681232,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>储机器人龙头+具身智能新故事,这估值不得起飞?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>储机器人龙头+具身智能新故事,这估值不得起飞?","text":"$极智嘉-W(02590)$ 储机器人龙头+具身智能新故事,这估值不得起飞?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464242532274328","repostId":"464220450078720","repostType":1,"repost":{"id":464220450078720,"gmtCreate":1754360197377,"gmtModify":1754360287792,"author":{"id":"4124841349957442","authorId":"4124841349957442","name":"舟木研究港美股","avatar":"https://static.tigerbbs.com/e834cef51d7c9c4365d8e12508be76f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124841349957442","authorIdStr":"4124841349957442"},"themes":[],"title":"极智嘉(02590)IPO首秀亮眼!上半年营收猛增亏损骤降90%,具身智能成新增长点","htmlText":"2025 年 8 月 4 日,“全球 AMR 仓储机器人第一股” 极智嘉 (02590) 正式披露上市以来的首份业绩预告,交出了一份令人瞩目的 “开门红” 答卷。 根据最新业绩预告披露,2025 年上半年,该公司预计实现收入为 9.95-10.3 亿元,同比增长 27-32%。与此同时,报告期内公司亏损净额为 4500-5500 万元,同比大幅收窄 90-92%,经调整亏损净额为 1000-2000 万元,亦大幅收窄 90-95%。 上述这核心财务指标的显著改善,不仅彰显出经营效率的持续优化,更标志着极智嘉正加速迈向盈利拐点,在 To B 机器人企业的商业化表现方面持续占据引领地位。 从公告来看,极智嘉收入增加主要是报告期内仓储移动机器人解决方案的交付完成较多带来的收入增长,订单执行效率显著提升。而经调整亏损大幅收窄,则源于两大核心动力:主营业务规模效应持续释放,收入增长带动毛利水平稳步提升;受欧元兑人民币汇率上升影响,公司汇兑收益显著增加,进一步优化了财务表现。 值得关注的是,极智嘉近日宣布设立全资子公司北京极智嘉具身智能科技有限公司,正式进军具身智能这一前沿领域。该子公司将聚焦机械手拣货、通用机器人等具身智能技术研发和相关产品业务,目标直指物流、制造等 B2B 场景。新业务将与现有 AMR 产品线形成高度协同,依托极智嘉强大的品牌影响力、成熟的销售渠道与海量场景数据,加速技术成果的规模化落地。 极智嘉入局具身智能,不仅是技术能力的自然延伸,更是对万亿级机器人未来市场的前瞻卡位。具身智能的发展路径,极大概率将从仓储场景出发,逐步向智能制造、商业服务乃至家庭应用延伸。极智嘉凭借其在物流机器人领域的龙头地位、深厚的场景理解力与强大的全球落地能力,具备天然的先发优势。 根据灼识咨询的资料,极智嘉的业务覆盖全球 40 余国,服务超 800 家终端客户,2024 年客户复购率为 7","listText":"2025 年 8 月 4 日,“全球 AMR 仓储机器人第一股” 极智嘉 (02590) 正式披露上市以来的首份业绩预告,交出了一份令人瞩目的 “开门红” 答卷。 根据最新业绩预告披露,2025 年上半年,该公司预计实现收入为 9.95-10.3 亿元,同比增长 27-32%。与此同时,报告期内公司亏损净额为 4500-5500 万元,同比大幅收窄 90-92%,经调整亏损净额为 1000-2000 万元,亦大幅收窄 90-95%。 上述这核心财务指标的显著改善,不仅彰显出经营效率的持续优化,更标志着极智嘉正加速迈向盈利拐点,在 To B 机器人企业的商业化表现方面持续占据引领地位。 从公告来看,极智嘉收入增加主要是报告期内仓储移动机器人解决方案的交付完成较多带来的收入增长,订单执行效率显著提升。而经调整亏损大幅收窄,则源于两大核心动力:主营业务规模效应持续释放,收入增长带动毛利水平稳步提升;受欧元兑人民币汇率上升影响,公司汇兑收益显著增加,进一步优化了财务表现。 值得关注的是,极智嘉近日宣布设立全资子公司北京极智嘉具身智能科技有限公司,正式进军具身智能这一前沿领域。该子公司将聚焦机械手拣货、通用机器人等具身智能技术研发和相关产品业务,目标直指物流、制造等 B2B 场景。新业务将与现有 AMR 产品线形成高度协同,依托极智嘉强大的品牌影响力、成熟的销售渠道与海量场景数据,加速技术成果的规模化落地。 极智嘉入局具身智能,不仅是技术能力的自然延伸,更是对万亿级机器人未来市场的前瞻卡位。具身智能的发展路径,极大概率将从仓储场景出发,逐步向智能制造、商业服务乃至家庭应用延伸。极智嘉凭借其在物流机器人领域的龙头地位、深厚的场景理解力与强大的全球落地能力,具备天然的先发优势。 根据灼识咨询的资料,极智嘉的业务覆盖全球 40 余国,服务超 800 家终端客户,2024 年客户复购率为 7","text":"2025 年 8 月 4 日,“全球 AMR 仓储机器人第一股” 极智嘉 (02590) 正式披露上市以来的首份业绩预告,交出了一份令人瞩目的 “开门红” 答卷。 根据最新业绩预告披露,2025 年上半年,该公司预计实现收入为 9.95-10.3 亿元,同比增长 27-32%。与此同时,报告期内公司亏损净额为 4500-5500 万元,同比大幅收窄 90-92%,经调整亏损净额为 1000-2000 万元,亦大幅收窄 90-95%。 上述这核心财务指标的显著改善,不仅彰显出经营效率的持续优化,更标志着极智嘉正加速迈向盈利拐点,在 To B 机器人企业的商业化表现方面持续占据引领地位。 从公告来看,极智嘉收入增加主要是报告期内仓储移动机器人解决方案的交付完成较多带来的收入增长,订单执行效率显著提升。而经调整亏损大幅收窄,则源于两大核心动力:主营业务规模效应持续释放,收入增长带动毛利水平稳步提升;受欧元兑人民币汇率上升影响,公司汇兑收益显著增加,进一步优化了财务表现。 值得关注的是,极智嘉近日宣布设立全资子公司北京极智嘉具身智能科技有限公司,正式进军具身智能这一前沿领域。该子公司将聚焦机械手拣货、通用机器人等具身智能技术研发和相关产品业务,目标直指物流、制造等 B2B 场景。新业务将与现有 AMR 产品线形成高度协同,依托极智嘉强大的品牌影响力、成熟的销售渠道与海量场景数据,加速技术成果的规模化落地。 极智嘉入局具身智能,不仅是技术能力的自然延伸,更是对万亿级机器人未来市场的前瞻卡位。具身智能的发展路径,极大概率将从仓储场景出发,逐步向智能制造、商业服务乃至家庭应用延伸。极智嘉凭借其在物流机器人领域的龙头地位、深厚的场景理解力与强大的全球落地能力,具备天然的先发优势。 根据灼识咨询的资料,极智嘉的业务覆盖全球 40 余国,服务超 800 家终端客户,2024 年客户复购率为 7","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464220450078720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461790145843336,"gmtCreate":1753760112373,"gmtModify":1753760113470,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。","text":"$地平线机器人-W(09660)$比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461790145843336","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461788859535672,"gmtCreate":1753760064481,"gmtModify":1753760065963,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]","text":"$极智嘉-W(02590)$ 外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/461788859535672","isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4134799046836020","authorId":"4134799046836020","name":"释迦牟尼","avatar":"https://static.tigerbbs.com/0fab060700d0ee51686a89dc3cc3511c","crmLevel":9,"crmLevelSwitch":1,"idStr":"4134799046836020","authorIdStr":"4134799046836020"},"content":"虽然我也看好它,但现在是外面涨得很好,它跌得水深火热吧?","text":"虽然我也看好它,但现在是外面涨得很好,它跌得水深火热吧?","html":"虽然我也看好它,但现在是外面涨得很好,它跌得水深火热吧?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444824475922544,"gmtCreate":1749620990153,"gmtModify":1749621282324,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"1573销量稳居高端前三,估值打到低位了<br>4、股价跌了我也敢补仓","listText":"1573销量稳居高端前三,估值打到低位了<br>4、股价跌了我也敢补仓","text":"1573销量稳居高端前三,估值打到低位了<br>4、股价跌了我也敢补仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444824475922544","repostId":"444814288851488","repostType":1,"repost":{"id":444814288851488,"gmtCreate":1749618993183,"gmtModify":1749618999034,"author":{"id":"4142472227465700","authorId":"4142472227465700","name":"港美银杏君","avatar":"https://static.tigerbbs.com/52096ab7f332449902378dac8549d991","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142472227465700","authorIdStr":"4142472227465700"},"themes":[],"title":"1573,这组数字藏着中国人的顶级浪漫","htmlText":"中国人对吉利数的痴迷,堪称一门“玄学”,手机尾号要带“8”,结婚日期要挑“6”,香港车牌号“28”(粤语谐音“易发”)曾拍出1810万港币的天价,甚至连白酒的命名都暗藏数字密码——比如国窖1573。 “1573”是中国顶级白酒的基因代码,指向明万历元年,也就是1573年,卸甲归田的泸州人舒承宗开建泥窖窖池群酿造浓香美酒。这些窖池452年生香不息,在1996年被评为全国重点文物保护单位,被誉为中国第一窖。以“国窖”+“1573”为名,既是向历史致敬,更是宣告:中国白酒的顶级风骨,源自千百年未曾中断的文化传承,和代代相传的匠心守护。除了传递悠长的历史底蕴,“1573”的谐音也是对消费者和爱酒人士的深情祝福:“一往情深”“一路提升”“一路旗胜”…… 中国白酒是天人共酿的产物,中国白酒文化也体现着仁、义、礼、智、信等中国文化的精髓。“国窖”二字寓意国在天、窖在地,也彰显着泸州老窖“天地同酿 人间共生”的企业哲学。“1573”亦暗藏“一悟七善”的哲思——以水之七善(居善地、心善渊、与善仁、言善信、正善治、事善能、动善时)为训,彰显“上善若水”的东方智慧。酒如君子,润物无声。无论是对天人合一境界的追求,还是将处世智慧、美好寓意融入一瓶美酒,都是中国人独有的浪漫。 作为中国第一款以数字命名的超高端白酒品牌,国窖1573也成为白酒行业这一命名风潮的启蒙者。令人津津乐道的还有国窖1573的包装设计,同样饱含家国情怀。国窖1573酒瓶背面的96颗五角星,寓意中国960万平方公里的辽阔疆土。 最值得一提的是,国窖1573的酒瓶背面是一道切面,形成前圆后方的轮廓。“圆”即完整、团圆,这一处“不圆满”的设计,恰如地图上尚未归家的地区,寄托着华夏儿女对山河一统的殷切期盼。 国窖1573的这些设计细节,让品酒从感官享受升**了精神体验。“你能品味的历史,国窖1573”,当耳边响起这句熟悉的广告","listText":"中国人对吉利数的痴迷,堪称一门“玄学”,手机尾号要带“8”,结婚日期要挑“6”,香港车牌号“28”(粤语谐音“易发”)曾拍出1810万港币的天价,甚至连白酒的命名都暗藏数字密码——比如国窖1573。 “1573”是中国顶级白酒的基因代码,指向明万历元年,也就是1573年,卸甲归田的泸州人舒承宗开建泥窖窖池群酿造浓香美酒。这些窖池452年生香不息,在1996年被评为全国重点文物保护单位,被誉为中国第一窖。以“国窖”+“1573”为名,既是向历史致敬,更是宣告:中国白酒的顶级风骨,源自千百年未曾中断的文化传承,和代代相传的匠心守护。除了传递悠长的历史底蕴,“1573”的谐音也是对消费者和爱酒人士的深情祝福:“一往情深”“一路提升”“一路旗胜”…… 中国白酒是天人共酿的产物,中国白酒文化也体现着仁、义、礼、智、信等中国文化的精髓。“国窖”二字寓意国在天、窖在地,也彰显着泸州老窖“天地同酿 人间共生”的企业哲学。“1573”亦暗藏“一悟七善”的哲思——以水之七善(居善地、心善渊、与善仁、言善信、正善治、事善能、动善时)为训,彰显“上善若水”的东方智慧。酒如君子,润物无声。无论是对天人合一境界的追求,还是将处世智慧、美好寓意融入一瓶美酒,都是中国人独有的浪漫。 作为中国第一款以数字命名的超高端白酒品牌,国窖1573也成为白酒行业这一命名风潮的启蒙者。令人津津乐道的还有国窖1573的包装设计,同样饱含家国情怀。国窖1573酒瓶背面的96颗五角星,寓意中国960万平方公里的辽阔疆土。 最值得一提的是,国窖1573的酒瓶背面是一道切面,形成前圆后方的轮廓。“圆”即完整、团圆,这一处“不圆满”的设计,恰如地图上尚未归家的地区,寄托着华夏儿女对山河一统的殷切期盼。 国窖1573的这些设计细节,让品酒从感官享受升**了精神体验。“你能品味的历史,国窖1573”,当耳边响起这句熟悉的广告","text":"中国人对吉利数的痴迷,堪称一门“玄学”,手机尾号要带“8”,结婚日期要挑“6”,香港车牌号“28”(粤语谐音“易发”)曾拍出1810万港币的天价,甚至连白酒的命名都暗藏数字密码——比如国窖1573。 “1573”是中国顶级白酒的基因代码,指向明万历元年,也就是1573年,卸甲归田的泸州人舒承宗开建泥窖窖池群酿造浓香美酒。这些窖池452年生香不息,在1996年被评为全国重点文物保护单位,被誉为中国第一窖。以“国窖”+“1573”为名,既是向历史致敬,更是宣告:中国白酒的顶级风骨,源自千百年未曾中断的文化传承,和代代相传的匠心守护。除了传递悠长的历史底蕴,“1573”的谐音也是对消费者和爱酒人士的深情祝福:“一往情深”“一路提升”“一路旗胜”…… 中国白酒是天人共酿的产物,中国白酒文化也体现着仁、义、礼、智、信等中国文化的精髓。“国窖”二字寓意国在天、窖在地,也彰显着泸州老窖“天地同酿 人间共生”的企业哲学。“1573”亦暗藏“一悟七善”的哲思——以水之七善(居善地、心善渊、与善仁、言善信、正善治、事善能、动善时)为训,彰显“上善若水”的东方智慧。酒如君子,润物无声。无论是对天人合一境界的追求,还是将处世智慧、美好寓意融入一瓶美酒,都是中国人独有的浪漫。 作为中国第一款以数字命名的超高端白酒品牌,国窖1573也成为白酒行业这一命名风潮的启蒙者。令人津津乐道的还有国窖1573的包装设计,同样饱含家国情怀。国窖1573酒瓶背面的96颗五角星,寓意中国960万平方公里的辽阔疆土。 最值得一提的是,国窖1573的酒瓶背面是一道切面,形成前圆后方的轮廓。“圆”即完整、团圆,这一处“不圆满”的设计,恰如地图上尚未归家的地区,寄托着华夏儿女对山河一统的殷切期盼。 国窖1573的这些设计细节,让品酒从感官享受升**了精神体验。“你能品味的历史,国窖1573”,当耳边响起这句熟悉的广告","images":[{"img":"https://static.tigerbbs.com/423fbc7d9ac3796b5ea1883adb3a59b0","width":"552","height":"311"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444814288851488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427074144850256,"gmtCreate":1745289481766,"gmtModify":1745291202303,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"大家好","listText":"大家好","text":"大家好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427074144850256","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":461788859535672,"gmtCreate":1753760064481,"gmtModify":1753760065963,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]","text":"$极智嘉-W(02590)$ 外面跌的水深火热这里还是不痛不痒,说明什么,而且极智嘉连续6年蝉联全球最大的仓储履约AMR机器人解决方案提供商,客户黏性高,完全不用担心市场的问题,实力强所有人都知道,现在股价波动都是再掌控之中,懂得都懂[傲娇]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/461788859535672","isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4134799046836020","authorId":"4134799046836020","name":"释迦牟尼","avatar":"https://static.tigerbbs.com/0fab060700d0ee51686a89dc3cc3511c","crmLevel":9,"crmLevelSwitch":1,"idStr":"4134799046836020","authorIdStr":"4134799046836020"},"content":"虽然我也看好它,但现在是外面涨得很好,它跌得水深火热吧?","text":"虽然我也看好它,但现在是外面涨得很好,它跌得水深火热吧?","html":"虽然我也看好它,但现在是外面涨得很好,它跌得水深火热吧?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499263906190160,"gmtCreate":1762916322183,"gmtModify":1762916324197,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>现在这行情,就是考验持股耐心的时候。没啥利空也能阴跌,但只要一个实质性利好,比如新的车企定点,就能拉起来。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>现在这行情,就是考验持股耐心的时候。没啥利空也能阴跌,但只要一个实质性利好,比如新的车企定点,就能拉起来。","text":"$地平线机器人-W(09660)$现在这行情,就是考验持股耐心的时候。没啥利空也能阴跌,但只要一个实质性利好,比如新的车企定点,就能拉起来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499263906190160","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499263620641520,"gmtCreate":1762916292548,"gmtModify":1762916294566,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 激光雷达行业还在增长期,禾赛能保持装机量第一不容易,特别是今年这么多新车上市都选他家的系统。","listText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 激光雷达行业还在增长期,禾赛能保持装机量第一不容易,特别是今年这么多新车上市都选他家的系统。","text":"$禾赛-W(02525)$ $禾赛(HSAI)$ 激光雷达行业还在增长期,禾赛能保持装机量第一不容易,特别是今年这么多新车上市都选他家的系统。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499263620641520","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481933650309936,"gmtCreate":1758683564767,"gmtModify":1758683566487,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 有诚意的话,请先站上3.5再说。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 有诚意的话,请先站上3.5再说。","text":"$金嗓子(06896)$ 有诚意的话,请先站上3.5再说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481933650309936","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478707927130936,"gmtCreate":1757903770664,"gmtModify":1757903772596,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> 今天股价回稳,前两天股价调整市场情绪不好,但是机构都看好,我们小散慌啥。","listText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> 今天股价回稳,前两天股价调整市场情绪不好,但是机构都看好,我们小散慌啥。","text":"$奥克斯电气(02580)$ 今天股价回稳,前两天股价调整市场情绪不好,但是机构都看好,我们小散慌啥。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478707927130936","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467849984823776,"gmtCreate":1755238017934,"gmtModify":1755238019285,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02076\">$BOSS直聘-W(02076)$</a> <a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> BOSS直聘2025Q1平均MAU冲到5760万,创历史新高!用户规模这势头,坐得稳啊~","listText":"<a href=\"https://laohu8.com/S/02076\">$BOSS直聘-W(02076)$</a> <a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> BOSS直聘2025Q1平均MAU冲到5760万,创历史新高!用户规模这势头,坐得稳啊~","text":"$BOSS直聘-W(02076)$ $BOSS直聘(BZ)$ BOSS直聘2025Q1平均MAU冲到5760万,创历史新高!用户规模这势头,坐得稳啊~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467849984823776","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467844076671392,"gmtCreate":1755236382906,"gmtModify":1755236387512,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 焦煤降价是长期利好,不是短期炒作,看好找钢基本面改善","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 焦煤降价是长期利好,不是短期炒作,看好找钢基本面改善","text":"$找钢集团-W(06676)$ 焦煤降价是长期利好,不是短期炒作,看好找钢基本面改善","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467844076671392","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464242532274328,"gmtCreate":1754365679713,"gmtModify":1754365681232,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>储机器人龙头+具身智能新故事,这估值不得起飞?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>储机器人龙头+具身智能新故事,这估值不得起飞?","text":"$极智嘉-W(02590)$ 储机器人龙头+具身智能新故事,这估值不得起飞?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464242532274328","repostId":"464220450078720","repostType":1,"repost":{"id":464220450078720,"gmtCreate":1754360197377,"gmtModify":1754360287792,"author":{"id":"4124841349957442","authorId":"4124841349957442","name":"舟木研究港美股","avatar":"https://static.tigerbbs.com/e834cef51d7c9c4365d8e12508be76f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124841349957442","authorIdStr":"4124841349957442"},"themes":[],"title":"极智嘉(02590)IPO首秀亮眼!上半年营收猛增亏损骤降90%,具身智能成新增长点","htmlText":"2025 年 8 月 4 日,“全球 AMR 仓储机器人第一股” 极智嘉 (02590) 正式披露上市以来的首份业绩预告,交出了一份令人瞩目的 “开门红” 答卷。 根据最新业绩预告披露,2025 年上半年,该公司预计实现收入为 9.95-10.3 亿元,同比增长 27-32%。与此同时,报告期内公司亏损净额为 4500-5500 万元,同比大幅收窄 90-92%,经调整亏损净额为 1000-2000 万元,亦大幅收窄 90-95%。 上述这核心财务指标的显著改善,不仅彰显出经营效率的持续优化,更标志着极智嘉正加速迈向盈利拐点,在 To B 机器人企业的商业化表现方面持续占据引领地位。 从公告来看,极智嘉收入增加主要是报告期内仓储移动机器人解决方案的交付完成较多带来的收入增长,订单执行效率显著提升。而经调整亏损大幅收窄,则源于两大核心动力:主营业务规模效应持续释放,收入增长带动毛利水平稳步提升;受欧元兑人民币汇率上升影响,公司汇兑收益显著增加,进一步优化了财务表现。 值得关注的是,极智嘉近日宣布设立全资子公司北京极智嘉具身智能科技有限公司,正式进军具身智能这一前沿领域。该子公司将聚焦机械手拣货、通用机器人等具身智能技术研发和相关产品业务,目标直指物流、制造等 B2B 场景。新业务将与现有 AMR 产品线形成高度协同,依托极智嘉强大的品牌影响力、成熟的销售渠道与海量场景数据,加速技术成果的规模化落地。 极智嘉入局具身智能,不仅是技术能力的自然延伸,更是对万亿级机器人未来市场的前瞻卡位。具身智能的发展路径,极大概率将从仓储场景出发,逐步向智能制造、商业服务乃至家庭应用延伸。极智嘉凭借其在物流机器人领域的龙头地位、深厚的场景理解力与强大的全球落地能力,具备天然的先发优势。 根据灼识咨询的资料,极智嘉的业务覆盖全球 40 余国,服务超 800 家终端客户,2024 年客户复购率为 7","listText":"2025 年 8 月 4 日,“全球 AMR 仓储机器人第一股” 极智嘉 (02590) 正式披露上市以来的首份业绩预告,交出了一份令人瞩目的 “开门红” 答卷。 根据最新业绩预告披露,2025 年上半年,该公司预计实现收入为 9.95-10.3 亿元,同比增长 27-32%。与此同时,报告期内公司亏损净额为 4500-5500 万元,同比大幅收窄 90-92%,经调整亏损净额为 1000-2000 万元,亦大幅收窄 90-95%。 上述这核心财务指标的显著改善,不仅彰显出经营效率的持续优化,更标志着极智嘉正加速迈向盈利拐点,在 To B 机器人企业的商业化表现方面持续占据引领地位。 从公告来看,极智嘉收入增加主要是报告期内仓储移动机器人解决方案的交付完成较多带来的收入增长,订单执行效率显著提升。而经调整亏损大幅收窄,则源于两大核心动力:主营业务规模效应持续释放,收入增长带动毛利水平稳步提升;受欧元兑人民币汇率上升影响,公司汇兑收益显著增加,进一步优化了财务表现。 值得关注的是,极智嘉近日宣布设立全资子公司北京极智嘉具身智能科技有限公司,正式进军具身智能这一前沿领域。该子公司将聚焦机械手拣货、通用机器人等具身智能技术研发和相关产品业务,目标直指物流、制造等 B2B 场景。新业务将与现有 AMR 产品线形成高度协同,依托极智嘉强大的品牌影响力、成熟的销售渠道与海量场景数据,加速技术成果的规模化落地。 极智嘉入局具身智能,不仅是技术能力的自然延伸,更是对万亿级机器人未来市场的前瞻卡位。具身智能的发展路径,极大概率将从仓储场景出发,逐步向智能制造、商业服务乃至家庭应用延伸。极智嘉凭借其在物流机器人领域的龙头地位、深厚的场景理解力与强大的全球落地能力,具备天然的先发优势。 根据灼识咨询的资料,极智嘉的业务覆盖全球 40 余国,服务超 800 家终端客户,2024 年客户复购率为 7","text":"2025 年 8 月 4 日,“全球 AMR 仓储机器人第一股” 极智嘉 (02590) 正式披露上市以来的首份业绩预告,交出了一份令人瞩目的 “开门红” 答卷。 根据最新业绩预告披露,2025 年上半年,该公司预计实现收入为 9.95-10.3 亿元,同比增长 27-32%。与此同时,报告期内公司亏损净额为 4500-5500 万元,同比大幅收窄 90-92%,经调整亏损净额为 1000-2000 万元,亦大幅收窄 90-95%。 上述这核心财务指标的显著改善,不仅彰显出经营效率的持续优化,更标志着极智嘉正加速迈向盈利拐点,在 To B 机器人企业的商业化表现方面持续占据引领地位。 从公告来看,极智嘉收入增加主要是报告期内仓储移动机器人解决方案的交付完成较多带来的收入增长,订单执行效率显著提升。而经调整亏损大幅收窄,则源于两大核心动力:主营业务规模效应持续释放,收入增长带动毛利水平稳步提升;受欧元兑人民币汇率上升影响,公司汇兑收益显著增加,进一步优化了财务表现。 值得关注的是,极智嘉近日宣布设立全资子公司北京极智嘉具身智能科技有限公司,正式进军具身智能这一前沿领域。该子公司将聚焦机械手拣货、通用机器人等具身智能技术研发和相关产品业务,目标直指物流、制造等 B2B 场景。新业务将与现有 AMR 产品线形成高度协同,依托极智嘉强大的品牌影响力、成熟的销售渠道与海量场景数据,加速技术成果的规模化落地。 极智嘉入局具身智能,不仅是技术能力的自然延伸,更是对万亿级机器人未来市场的前瞻卡位。具身智能的发展路径,极大概率将从仓储场景出发,逐步向智能制造、商业服务乃至家庭应用延伸。极智嘉凭借其在物流机器人领域的龙头地位、深厚的场景理解力与强大的全球落地能力,具备天然的先发优势。 根据灼识咨询的资料,极智嘉的业务覆盖全球 40 余国,服务超 800 家终端客户,2024 年客户复购率为 7","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464220450078720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461790145843336,"gmtCreate":1753760112373,"gmtModify":1753760113470,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。","text":"$地平线机器人-W(09660)$比亚迪天神之眼C上半年就要大批量装征程6,销量有托底,先蹲一波。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461790145843336","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444824475922544,"gmtCreate":1749620990153,"gmtModify":1749621282324,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"1573销量稳居高端前三,估值打到低位了<br>4、股价跌了我也敢补仓","listText":"1573销量稳居高端前三,估值打到低位了<br>4、股价跌了我也敢补仓","text":"1573销量稳居高端前三,估值打到低位了<br>4、股价跌了我也敢补仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444824475922544","repostId":"444814288851488","repostType":1,"repost":{"id":444814288851488,"gmtCreate":1749618993183,"gmtModify":1749618999034,"author":{"id":"4142472227465700","authorId":"4142472227465700","name":"港美银杏君","avatar":"https://static.tigerbbs.com/52096ab7f332449902378dac8549d991","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142472227465700","authorIdStr":"4142472227465700"},"themes":[],"title":"1573,这组数字藏着中国人的顶级浪漫","htmlText":"中国人对吉利数的痴迷,堪称一门“玄学”,手机尾号要带“8”,结婚日期要挑“6”,香港车牌号“28”(粤语谐音“易发”)曾拍出1810万港币的天价,甚至连白酒的命名都暗藏数字密码——比如国窖1573。 “1573”是中国顶级白酒的基因代码,指向明万历元年,也就是1573年,卸甲归田的泸州人舒承宗开建泥窖窖池群酿造浓香美酒。这些窖池452年生香不息,在1996年被评为全国重点文物保护单位,被誉为中国第一窖。以“国窖”+“1573”为名,既是向历史致敬,更是宣告:中国白酒的顶级风骨,源自千百年未曾中断的文化传承,和代代相传的匠心守护。除了传递悠长的历史底蕴,“1573”的谐音也是对消费者和爱酒人士的深情祝福:“一往情深”“一路提升”“一路旗胜”…… 中国白酒是天人共酿的产物,中国白酒文化也体现着仁、义、礼、智、信等中国文化的精髓。“国窖”二字寓意国在天、窖在地,也彰显着泸州老窖“天地同酿 人间共生”的企业哲学。“1573”亦暗藏“一悟七善”的哲思——以水之七善(居善地、心善渊、与善仁、言善信、正善治、事善能、动善时)为训,彰显“上善若水”的东方智慧。酒如君子,润物无声。无论是对天人合一境界的追求,还是将处世智慧、美好寓意融入一瓶美酒,都是中国人独有的浪漫。 作为中国第一款以数字命名的超高端白酒品牌,国窖1573也成为白酒行业这一命名风潮的启蒙者。令人津津乐道的还有国窖1573的包装设计,同样饱含家国情怀。国窖1573酒瓶背面的96颗五角星,寓意中国960万平方公里的辽阔疆土。 最值得一提的是,国窖1573的酒瓶背面是一道切面,形成前圆后方的轮廓。“圆”即完整、团圆,这一处“不圆满”的设计,恰如地图上尚未归家的地区,寄托着华夏儿女对山河一统的殷切期盼。 国窖1573的这些设计细节,让品酒从感官享受升**了精神体验。“你能品味的历史,国窖1573”,当耳边响起这句熟悉的广告","listText":"中国人对吉利数的痴迷,堪称一门“玄学”,手机尾号要带“8”,结婚日期要挑“6”,香港车牌号“28”(粤语谐音“易发”)曾拍出1810万港币的天价,甚至连白酒的命名都暗藏数字密码——比如国窖1573。 “1573”是中国顶级白酒的基因代码,指向明万历元年,也就是1573年,卸甲归田的泸州人舒承宗开建泥窖窖池群酿造浓香美酒。这些窖池452年生香不息,在1996年被评为全国重点文物保护单位,被誉为中国第一窖。以“国窖”+“1573”为名,既是向历史致敬,更是宣告:中国白酒的顶级风骨,源自千百年未曾中断的文化传承,和代代相传的匠心守护。除了传递悠长的历史底蕴,“1573”的谐音也是对消费者和爱酒人士的深情祝福:“一往情深”“一路提升”“一路旗胜”…… 中国白酒是天人共酿的产物,中国白酒文化也体现着仁、义、礼、智、信等中国文化的精髓。“国窖”二字寓意国在天、窖在地,也彰显着泸州老窖“天地同酿 人间共生”的企业哲学。“1573”亦暗藏“一悟七善”的哲思——以水之七善(居善地、心善渊、与善仁、言善信、正善治、事善能、动善时)为训,彰显“上善若水”的东方智慧。酒如君子,润物无声。无论是对天人合一境界的追求,还是将处世智慧、美好寓意融入一瓶美酒,都是中国人独有的浪漫。 作为中国第一款以数字命名的超高端白酒品牌,国窖1573也成为白酒行业这一命名风潮的启蒙者。令人津津乐道的还有国窖1573的包装设计,同样饱含家国情怀。国窖1573酒瓶背面的96颗五角星,寓意中国960万平方公里的辽阔疆土。 最值得一提的是,国窖1573的酒瓶背面是一道切面,形成前圆后方的轮廓。“圆”即完整、团圆,这一处“不圆满”的设计,恰如地图上尚未归家的地区,寄托着华夏儿女对山河一统的殷切期盼。 国窖1573的这些设计细节,让品酒从感官享受升**了精神体验。“你能品味的历史,国窖1573”,当耳边响起这句熟悉的广告","text":"中国人对吉利数的痴迷,堪称一门“玄学”,手机尾号要带“8”,结婚日期要挑“6”,香港车牌号“28”(粤语谐音“易发”)曾拍出1810万港币的天价,甚至连白酒的命名都暗藏数字密码——比如国窖1573。 “1573”是中国顶级白酒的基因代码,指向明万历元年,也就是1573年,卸甲归田的泸州人舒承宗开建泥窖窖池群酿造浓香美酒。这些窖池452年生香不息,在1996年被评为全国重点文物保护单位,被誉为中国第一窖。以“国窖”+“1573”为名,既是向历史致敬,更是宣告:中国白酒的顶级风骨,源自千百年未曾中断的文化传承,和代代相传的匠心守护。除了传递悠长的历史底蕴,“1573”的谐音也是对消费者和爱酒人士的深情祝福:“一往情深”“一路提升”“一路旗胜”…… 中国白酒是天人共酿的产物,中国白酒文化也体现着仁、义、礼、智、信等中国文化的精髓。“国窖”二字寓意国在天、窖在地,也彰显着泸州老窖“天地同酿 人间共生”的企业哲学。“1573”亦暗藏“一悟七善”的哲思——以水之七善(居善地、心善渊、与善仁、言善信、正善治、事善能、动善时)为训,彰显“上善若水”的东方智慧。酒如君子,润物无声。无论是对天人合一境界的追求,还是将处世智慧、美好寓意融入一瓶美酒,都是中国人独有的浪漫。 作为中国第一款以数字命名的超高端白酒品牌,国窖1573也成为白酒行业这一命名风潮的启蒙者。令人津津乐道的还有国窖1573的包装设计,同样饱含家国情怀。国窖1573酒瓶背面的96颗五角星,寓意中国960万平方公里的辽阔疆土。 最值得一提的是,国窖1573的酒瓶背面是一道切面,形成前圆后方的轮廓。“圆”即完整、团圆,这一处“不圆满”的设计,恰如地图上尚未归家的地区,寄托着华夏儿女对山河一统的殷切期盼。 国窖1573的这些设计细节,让品酒从感官享受升**了精神体验。“你能品味的历史,国窖1573”,当耳边响起这句熟悉的广告","images":[{"img":"https://static.tigerbbs.com/423fbc7d9ac3796b5ea1883adb3a59b0","width":"552","height":"311"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444814288851488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427074144850256,"gmtCreate":1745289481766,"gmtModify":1745291202303,"author":{"id":"4090476213932530","authorId":"4090476213932530","name":"人好看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090476213932530","authorIdStr":"4090476213932530"},"themes":[],"htmlText":"大家好","listText":"大家好","text":"大家好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427074144850256","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}