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08-29

$极智嘉-W(02590)$机器人行业，极智嘉是最脚踏实地，基本面的佼佼者。我看好极智嘉，成长股需要耐心

08-13

$极智嘉-W(02590)$ 极智嘉靠“AI算法+机器人技术”重构仓储自动化逻辑，从软件决策层柔性调度硬件，并借助优势进军具身智能，这将会是一个里程碑的决策，关乎赛道未来发展。

07-23

$极智嘉-W(02590)$ 越疆、优必选都大涨，仔细对比，其实极智嘉的商业化实力会更强，营收稳增 + 毛利率高+接近盈利，现在趁着低价，加仓吧。

07-11

$极智嘉-W(02590)$ 港股已聚齐四大金刚：人形机器人-优必选、机器人芯片-地平线、协作机器人-越疆、仓储机器人-极智嘉，机构抱团必炒板块龙头，现在又有大佬在，跟着走就是了。

07-03

$地平线机器人-W(09660)$ 时刻关注这个股的动向，随时准备买回来

06-27

toB业务虽然增长慢点但比toC踏实多了

@量化大師公:云知声闯港交所：双引擎驱动 + 中金海通护航，这只 AI 股凭啥突出重围？

06-13

$地平线机器人-W(09660)$ 从近期港股配股增发后的股价表现来看，地平线今天跌 3%多点，其实相对还算平稳。对比之下，地平线这表现说明市场对它这次融资的接受度还可以，可能大家都觉得这钱拿去能助力公司后续更好发展，而且折价不低，公司自己信心也足

05-16

$顺丰同城(09699)$短期回调就是布局机会，市场不会无缘无故放量买入，现在回调无放量说明了一切

05-07

[微笑]

@Buy_Sell:🎁【5月7日】中概智驾股逆天暴涨50%！你赚钱了吗？

05-07

$顾家家居(603816)$ 零售转型的本质是从制造型企业向用户型企业升级，会员总量突破600万，月活增长84%，转型的效果直接体现在这些用户数据上

去老虎APP查看更多动态

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时刻关注这个股的动向，随时准备买回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452650109718616","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450420602552648,"gmtCreate":1750994595132,"gmtModify":1750994596795,"author":{"id":"4090740655034770","authorId":"4090740655034770","name":"owmrhg2","avatar":"https://static.tigerbbs.com/13c7b019127ea359e95262017a4f587d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740655034770","authorIdStr":"4090740655034770"},"themes":[],"htmlText":"toB业务虽然增长慢点但比toC踏实多了","listText":"toB业务虽然增长慢点但比toC踏实多了","text":"toB业务虽然增长慢点但比toC踏实多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450420602552648","repostId":"450416567993136","repostType":1,"repost":{"id":450416567993136,"gmtCreate":1750993142640,"gmtModify":1750994402907,"author":{"id":"4109128063301460","authorId":"4109128063301460","name":"量化大師公","avatar":"https://static.tigerbbs.com/01dc4c52ceaf1187368708f0d1e3f3ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109128063301460","authorIdStr":"4109128063301460"},"themes":[],"title":"云知声闯港交所：双引擎驱动 + 中金海通护航，这只 AI 股凭啥突出重围？","htmlText":"AI赛道最近又有大动作！云知声智能科技悄悄迈过港交所上市聆讯这道坎儿，离香港主板挂牌只差最后几步路。作为中金和海通国际保驾护航的AI硬科技公司，它手里可攥着两张王牌稳如老狗的智慧生活基本盘，还有狂飙突进的智慧医疗新曲线，在当下大模型混战的江湖里，这波操作属实值得细品。 先看基本面，弗若斯特沙利文的数据挺提气：中国AI解决方案市场到2030年要飙到1.17万亿，妥妥的黄金赛道。云知声早早就玩起了技术迭代的套路，2018年就搞出基于BERT的UniCore大语言模型，相当于给\"云知大脑\"打下钢筋地基。到2023年甩出600亿参数的\"山海\"大模型，直接把技术护城河挖深了好几米。现在人家玩的是通用能力+行业Know-how的组合拳，不像有些公司光吹参数，人家是真刀真枪往垂直场景里扎。 先说撑起半边天的日常生活业务，这简直是现金奶牛般的存在。2022到2024年，这块收入从4.9亿涨到7.4亿，占比始终稳坐80%的C位。想想看，家里的智能家电、车上的语音助手、地铁里的智能系统，甚至银行的客服效率，背后都可能有云知声的技术在跑。深圳地铁20号线、厦门软件园这些硬客户都在用，说明落地能力是真强。更绝的是，人家不光自己干，还把大语言模型能力开放出来，API接口、AI芯片、IoT模组全安排上，相当于在AI基建上卖铲子，这生意经打得挺精。 再看正在起飞的智慧医疗，妥妥的第二增长曲线。从2022年的1.1亿到2024年的2亿，占比从18.9%涨到21.2%，增速比基本盘还猛。北京协和医院这种顶流都在用他们的语音电子病历、智能导诊和影像辅助诊断，说明产品真能解决医疗行业的痛点。医生不用狂敲键盘，患者不用晕头转向找科室，医保结算还能更快，这些实实在在的效率提升，在医疗信息化刚需面前，就是最好的护城河。 现在市场都在炒大模型，但云知声没走虚浮路线，而是把技术扎实落地到能赚钱的场景里。智慧生活靠","listText":"AI赛道最近又有大动作！云知声智能科技悄悄迈过港交所上市聆讯这道坎儿，离香港主板挂牌只差最后几步路。作为中金和海通国际保驾护航的AI硬科技公司，它手里可攥着两张王牌稳如老狗的智慧生活基本盘，还有狂飙突进的智慧医疗新曲线，在当下大模型混战的江湖里，这波操作属实值得细品。 先看基本面，弗若斯特沙利文的数据挺提气：中国AI解决方案市场到2030年要飙到1.17万亿，妥妥的黄金赛道。云知声早早就玩起了技术迭代的套路，2018年就搞出基于BERT的UniCore大语言模型，相当于给\"云知大脑\"打下钢筋地基。到2023年甩出600亿参数的\"山海\"大模型，直接把技术护城河挖深了好几米。现在人家玩的是通用能力+行业Know-how的组合拳，不像有些公司光吹参数，人家是真刀真枪往垂直场景里扎。 先说撑起半边天的日常生活业务，这简直是现金奶牛般的存在。2022到2024年，这块收入从4.9亿涨到7.4亿，占比始终稳坐80%的C位。想想看，家里的智能家电、车上的语音助手、地铁里的智能系统，甚至银行的客服效率，背后都可能有云知声的技术在跑。深圳地铁20号线、厦门软件园这些硬客户都在用，说明落地能力是真强。更绝的是，人家不光自己干，还把大语言模型能力开放出来，API接口、AI芯片、IoT模组全安排上，相当于在AI基建上卖铲子，这生意经打得挺精。 再看正在起飞的智慧医疗，妥妥的第二增长曲线。从2022年的1.1亿到2024年的2亿，占比从18.9%涨到21.2%，增速比基本盘还猛。北京协和医院这种顶流都在用他们的语音电子病历、智能导诊和影像辅助诊断，说明产品真能解决医疗行业的痛点。医生不用狂敲键盘，患者不用晕头转向找科室，医保结算还能更快，这些实实在在的效率提升，在医疗信息化刚需面前，就是最好的护城河。 现在市场都在炒大模型，但云知声没走虚浮路线，而是把技术扎实落地到能赚钱的场景里。智慧生活靠","text":"AI赛道最近又有大动作！云知声智能科技悄悄迈过港交所上市聆讯这道坎儿，离香港主板挂牌只差最后几步路。作为中金和海通国际保驾护航的AI硬科技公司，它手里可攥着两张王牌稳如老狗的智慧生活基本盘，还有狂飙突进的智慧医疗新曲线，在当下大模型混战的江湖里，这波操作属实值得细品。 先看基本面，弗若斯特沙利文的数据挺提气：中国AI解决方案市场到2030年要飙到1.17万亿，妥妥的黄金赛道。云知声早早就玩起了技术迭代的套路，2018年就搞出基于BERT的UniCore大语言模型，相当于给\"云知大脑\"打下钢筋地基。到2023年甩出600亿参数的\"山海\"大模型，直接把技术护城河挖深了好几米。现在人家玩的是通用能力+行业Know-how的组合拳，不像有些公司光吹参数，人家是真刀真枪往垂直场景里扎。 先说撑起半边天的日常生活业务，这简直是现金奶牛般的存在。2022到2024年，这块收入从4.9亿涨到7.4亿，占比始终稳坐80%的C位。想想看，家里的智能家电、车上的语音助手、地铁里的智能系统，甚至银行的客服效率，背后都可能有云知声的技术在跑。深圳地铁20号线、厦门软件园这些硬客户都在用，说明落地能力是真强。更绝的是，人家不光自己干，还把大语言模型能力开放出来，API接口、AI芯片、IoT模组全安排上，相当于在AI基建上卖铲子，这生意经打得挺精。 再看正在起飞的智慧医疗，妥妥的第二增长曲线。从2022年的1.1亿到2024年的2亿，占比从18.9%涨到21.2%，增速比基本盘还猛。北京协和医院这种顶流都在用他们的语音电子病历、智能导诊和影像辅助诊断，说明产品真能解决医疗行业的痛点。医生不用狂敲键盘，患者不用晕头转向找科室，医保结算还能更快，这些实实在在的效率提升，在医疗信息化刚需面前，就是最好的护城河。 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港股已聚齐四大金刚：人形机器人-优必选、机器人芯片-地平线、协作机器人-越疆、仓储机器人-极智嘉，机构抱团必炒板块龙头，现在又有大佬在，跟着走就是了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455390677971728","isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450420602552648,"gmtCreate":1750994595132,"gmtModify":1750994596795,"author":{"id":"4090740655034770","authorId":"4090740655034770","name":"owmrhg2","avatar":"https://static.tigerbbs.com/13c7b019127ea359e95262017a4f587d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740655034770","authorIdStr":"4090740655034770"},"themes":[],"htmlText":"toB业务虽然增长慢点但比toC踏实多了","listText":"toB业务虽然增长慢点但比toC踏实多了","text":"toB业务虽然增长慢点但比toC踏实多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450420602552648","repostId":"450416567993136","repostType":1,"repost":{"id":450416567993136,"gmtCreate":1750993142640,"gmtModify":1750994402907,"author":{"id":"4109128063301460","authorId":"4109128063301460","name":"量化大師公","avatar":"https://static.tigerbbs.com/01dc4c52ceaf1187368708f0d1e3f3ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109128063301460","authorIdStr":"4109128063301460"},"themes":[],"title":"云知声闯港交所：双引擎驱动 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