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横叔聊新股
02-27
$迅策(03317)$
$MINIMAX-WP(00100)$
AI时代前半场是大模型时代,后半场必然是数据时代,好比买车是一次性投入,加油可是每天都要加的
@港股解码:迅策狂飙逾11%,AI时代“数据淘金客”站上风口
横叔聊新股
2025-03-25
$知行集团控股(01539)$
知行在马来西亚、中东、垂直农业和可再生能源领域的业务拓展,预计将为未来增长提供新的动力。尽管市场波动对其股价产生了一定影响,但公司凭借稳健的财务表现和创新的科技应用,依然展现出良好的发展前景。
横叔聊新股
2025-03-11
$知行集团控股(01539)$
节能政策全球火热,知行食正环保条水,东南亚扩张仲有大把水位!
横叔聊新股
2021-11-19
$阿里巴巴-SW(09988)$
太争气了
横叔聊新股
2025-04-01
$佑驾创新(02431)$
佑驾创新发布的2024年财报表现亮眼,全年营收6.54亿元,同比增长37.4%,智能驾驶解决方案业务稳定增长,智能座舱业务更是同比激增467.8%,成为新增长极。同时,毛利率同比增长54%至1.05亿元,公司已为35家整车厂实现量产,全球化布局成效初显。技术上,L4级自动驾驶小巴交付,机器人子公司成立,高阶域控产品iPilot 4即将量产,这些使得公司的技术护城河得以强化。反映在市场上,上市四个月股价翻倍,纳入沪港通后资金持续流入,财报发布当日股价创历史新高,成交额突破5.2亿港元。整体而言,佑驾创新业绩增长强劲,发展前景良好,具有较高的投资价值。
横叔聊新股
2025-03-25
$小米集团-W(01810)$
怎么开始活跃了
横叔聊新股
2025-03-07
$阿里巴巴(BABA)$
国补政策利好下,期待阿里有些不错的长势
横叔聊新股
2025-03-07
$小米集团-W(01810)$
支持小米
横叔聊新股
2022-03-16
$众巢医学(ZCMD)$
阿这…,不应该啊
横叔聊新股
2023-12-11
$慧择控股(HUIZ)$
不活跃啊
去老虎APP查看更多动态
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与此同时,公司正在将这一能力复制拓展至更广阔的市场,目前已成功切入金融服务(除资管外)、城市管理、生产管理及电信等多元化领域。此外,迅策还前瞻性布局了商业航天与机器人数据平台等新兴赛道。 AI产业逻辑演进,数据基建价值重估 近期,国产大模型领域迎来一轮密集上新与版本升级,从DeepSeek到MiniMax,各大厂商相继发布新一代模型产品。在“从买算力到用数据”的产业逻辑演进下,能够支撑大模型稳定运行与持续优化的数据基础设施企业,成为资本市场新的焦点。 背后的道理很简单:大模型再牛,没有高质量数据喂养也是“巧妇难为无米之炊”。在通用数据过剩的背景下,企业内非结构化、多源异构的专业数据成为真正稀缺资源。 迅策凭借百余个可组合功能模块,实现跨行业数据“乐高式”组装,从资管延伸至能源、电信、零售等领域,构建起跨场景的数据处理中台。公司将直接受益于AI的高速发展,景气度持续攀升。 作为人工智能学习、训练和验证的“燃料”基础,大规模、高质量、多模态数据集对于大模型能力提升愈加重要。而迅策的实时数据基础设施恰好成为关键底座之一。","listText":"2月27日,港股新股 <a href=\"https://laohu8.com/S/03317\">$迅策(03317)$</a> 大涨11.31%,再度逼近历史高点,目前公司报91.5港元/股,市值295.3亿港元。 这家去年末才登陆港股的公司,若按发行价48港元计算,至今累计涨幅已接近翻倍,成为AI赛道里一匹不折不扣的黑马。 资料显示,迅策深耕实时数据基础设施领域多年,已构建起统一数据平台,可在数秒内完成多来源异构数据的收集、清理、管理与分析,契合企业即时决策需求。 公司以资产管理行业为战略起点,构筑了覆盖投资组合监控、订单执行、估值核算、风险管理等全生命周期的实时数据解决方案。凭借对这一垂直领域复杂业务场景的深度理解,迅策构筑起深厚的行业壁垒,市场份额领先。 与此同时,公司正在将这一能力复制拓展至更广阔的市场,目前已成功切入金融服务(除资管外)、城市管理、生产管理及电信等多元化领域。此外,迅策还前瞻性布局了商业航天与机器人数据平台等新兴赛道。 AI产业逻辑演进,数据基建价值重估 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作为人工智能学习、训练和验证的“燃料”基础,大规模、高质量、多模态数据集对于大模型能力提升愈加重要。而迅策的实时数据基础设施恰好成为关键底座之一。","images":[{"img":"https://static.tigerbbs.com/fb52d1e2de80fd2d6f1b7b502f93c00c","width":"866","height":"404"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537278565532048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419668090077856,"gmtCreate":1743489521753,"gmtModify":1743489523807,"author":{"id":"4091230128194770","authorId":"4091230128194770","name":"横叔聊新股","avatar":"https://static.tigerbbs.com/8564c00fb386bd3efe39148ea864447c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091230128194770","idStr":"4091230128194770"},"themes":[],"htmlText":"<a 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target=\"_blank\">大泡沫!为什么千亿市值Rivian和Lucid风险远大于机会</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二说价值</a> 美国电动车公司Rivian上市首日股价飚升53%,市值超千亿美元。它和Lucid还没怎么量产车,整个市值已经都到了几百亿美元,甚至千亿美元。现在这两家公司被各路媒体吹上了天,认为未来会和特斯拉一样,到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说,为什么我不看好在新能源领域会有第二个特斯拉出现。 <a href=\"https://laohu8.com/TW/847570990\" target=\"_blank\">腾讯不及预期是真的,但还能更差吗?</a> 发布者:<a target=\"_blank\" href=\"https://laohu8.com/U/3440721572920950\">@小虎消息</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>Q3似乎并没有投资者期待已久的惊喜。营收同比只增长13%至1432亿元,比预期的1454亿元差一些;期内盈利400亿元,同比仅增长3%;而归属股东净利润317.5亿元,同比下降2%,不及预期的326亿元。 对不熟悉腾讯的投资者来说,惊吓着实有一些。","text":"嗨,虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作,希望对您的投资有所助力。 最好发现认识志同道合的虎友,一起投资一起成长。感谢虎友们支持,祝您投资顺利! 下面进入一周榜单: 大泡沫!为什么千亿市值Rivian和Lucid风险远大于机会 发布者:@不二说价值 美国电动车公司Rivian上市首日股价飚升53%,市值超千亿美元。它和Lucid还没怎么量产车,整个市值已经都到了几百亿美元,甚至千亿美元。现在这两家公司被各路媒体吹上了天,认为未来会和特斯拉一样,到万亿级别。那我真是要为这些朋友感到担心了。 这期我要说,为什么我不看好在新能源领域会有第二个特斯拉出现。 腾讯不及预期是真的,但还能更差吗? 发布者:@小虎消息 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作 者丨 李 君 华商韬略原创文章,转载请联系客服微信:hstlkf 华商韬略·华商名人堂 ID:hstl8888 图片:网络、图虫创意 生意场上没有永远的王者。 巨额债务下,昔日大佬许家印也开始变卖资产,“接盘侠”们伺机出动。 早前就有消息传来,某大佬欲以200亿港元收购恒大物业,虽然这笔交易因双方付款方式异议最终告吹,但也让一位“隐形富豪”浮出水面——神秘广东佬、合生创展掌门人朱孟依。 在房地产哀鸿遍野、割肉求生的当下,合生创展今年的成绩单出奇亮眼:“三道红线”全绿,现金及存款达到428.55亿港元。 手握400亿,不当大哥好多年的朱孟依,开始了一场不动声色的“围猎”。 他的猎物,还不止恒大。 如今地产大亨的名单上,已经难觅朱孟依。 但30多年前,这位诸人口中“朱老农”的故事,今日再谈起依然让人叫绝。 ▲朱孟依 1959年,朱孟依出生在广东梅州一个农户家,早早就混迹江湖,读书不成却头脑精明,摸爬滚打多年,练就一身“四两拨千斤”的本事。 上世纪80年代,改革春风吹满地,中国商品经济兴起,大街小巷流动摊贩也越来越多。彼时,朱孟依还是小镇工地包工头,看着满街乱窜的摊贩和为此头疼的城管,他琢磨出了一个“金点子”。 朱孟依找到镇政府谋求“合作”:政府出地他出钱,一起开发一条商业街,把小摊贩们安顿过来,事成后他只收取部分租金。 不用掏腰包又便于城市管理,镇政府何乐不为。靠着在这条商业街收租,朱孟依赚到人生第一桶金。 1992年,朱孟依正式转战地产。 他做的第一件事就是跑到香港创办合生创展,又以港商身份回到内地。同年,雅居乐和碧桂园先后成立,随后富力、恒大相继诞生,“华南五虎”正式登上历史舞台。 “五虎”中拔得头筹的,还是朱孟依。 1993年,广州市政府拍卖土地,地产商哄抢市中心地皮,朱孟依却在当时还是荒郊野外的天河拿下100万平方米的地块。 巧的是没过多久,天河区","listText":"大哥终究是大哥。 作 者丨 李 君 华商韬略原创文章,转载请联系客服微信:hstlkf 华商韬略·华商名人堂 ID:hstl8888 图片:网络、图虫创意 生意场上没有永远的王者。 巨额债务下,昔日大佬许家印也开始变卖资产,“接盘侠”们伺机出动。 早前就有消息传来,某大佬欲以200亿港元收购恒大物业,虽然这笔交易因双方付款方式异议最终告吹,但也让一位“隐形富豪”浮出水面——神秘广东佬、合生创展掌门人朱孟依。 在房地产哀鸿遍野、割肉求生的当下,合生创展今年的成绩单出奇亮眼:“三道红线”全绿,现金及存款达到428.55亿港元。 手握400亿,不当大哥好多年的朱孟依,开始了一场不动声色的“围猎”。 他的猎物,还不止恒大。 如今地产大亨的名单上,已经难觅朱孟依。 但30多年前,这位诸人口中“朱老农”的故事,今日再谈起依然让人叫绝。 ▲朱孟依 1959年,朱孟依出生在广东梅州一个农户家,早早就混迹江湖,读书不成却头脑精明,摸爬滚打多年,练就一身“四两拨千斤”的本事。 上世纪80年代,改革春风吹满地,中国商品经济兴起,大街小巷流动摊贩也越来越多。彼时,朱孟依还是小镇工地包工头,看着满街乱窜的摊贩和为此头疼的城管,他琢磨出了一个“金点子”。 朱孟依找到镇政府谋求“合作”:政府出地他出钱,一起开发一条商业街,把小摊贩们安顿过来,事成后他只收取部分租金。 不用掏腰包又便于城市管理,镇政府何乐不为。靠着在这条商业街收租,朱孟依赚到人生第一桶金。 1992年,朱孟依正式转战地产。 他做的第一件事就是跑到香港创办合生创展,又以港商身份回到内地。同年,雅居乐和碧桂园先后成立,随后富力、恒大相继诞生,“华南五虎”正式登上历史舞台。 “五虎”中拔得头筹的,还是朱孟依。 1993年,广州市政府拍卖土地,地产商哄抢市中心地皮,朱孟依却在当时还是荒郊野外的天河拿下100万平方米的地块。 巧的是没过多久,天河区","text":"大哥终究是大哥。 作 者丨 李 君 华商韬略原创文章,转载请联系客服微信:hstlkf 华商韬略·华商名人堂 ID:hstl8888 图片:网络、图虫创意 生意场上没有永远的王者。 巨额债务下,昔日大佬许家印也开始变卖资产,“接盘侠”们伺机出动。 早前就有消息传来,某大佬欲以200亿港元收购恒大物业,虽然这笔交易因双方付款方式异议最终告吹,但也让一位“隐形富豪”浮出水面——神秘广东佬、合生创展掌门人朱孟依。 在房地产哀鸿遍野、割肉求生的当下,合生创展今年的成绩单出奇亮眼:“三道红线”全绿,现金及存款达到428.55亿港元。 手握400亿,不当大哥好多年的朱孟依,开始了一场不动声色的“围猎”。 他的猎物,还不止恒大。 如今地产大亨的名单上,已经难觅朱孟依。 但30多年前,这位诸人口中“朱老农”的故事,今日再谈起依然让人叫绝。 ▲朱孟依 1959年,朱孟依出生在广东梅州一个农户家,早早就混迹江湖,读书不成却头脑精明,摸爬滚打多年,练就一身“四两拨千斤”的本事。 上世纪80年代,改革春风吹满地,中国商品经济兴起,大街小巷流动摊贩也越来越多。彼时,朱孟依还是小镇工地包工头,看着满街乱窜的摊贩和为此头疼的城管,他琢磨出了一个“金点子”。 朱孟依找到镇政府谋求“合作”:政府出地他出钱,一起开发一条商业街,把小摊贩们安顿过来,事成后他只收取部分租金。 不用掏腰包又便于城市管理,镇政府何乐不为。靠着在这条商业街收租,朱孟依赚到人生第一桶金。 1992年,朱孟依正式转战地产。 他做的第一件事就是跑到香港创办合生创展,又以港商身份回到内地。同年,雅居乐和碧桂园先后成立,随后富力、恒大相继诞生,“华南五虎”正式登上历史舞台。 “五虎”中拔得头筹的,还是朱孟依。 1993年,广州市政府拍卖土地,地产商哄抢市中心地皮,朱孟依却在当时还是荒郊野外的天河拿下100万平方米的地块。 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