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蒾茴r7

蒾茴r7

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2025-12-24

天数智芯，国产GPU的希望啊。以前这块都是老外的天下，他们家是第一个把通用GPU做出来并量产的，打破垄断了。这种自主可控的，感觉政策面会支持。 $摩尔线程(688795)$ $沐曦股份(688802)$

2025-09-03

$车车科技(CCG)$ 量价齐升！机构明牌抢筹CCG，逻辑彻底验证

2025-11-26

购置税退坡是阶段性影响，长期看新能源渗透率超90%的趋势不变，拿着蔚来心里不慌$蔚来(NIO)$ $蔚来-SW(09866)$

@原伟光:$蔚来(NIO)$ $蔚来-SW(09866)$ 蔚来周订单能破万，不管是不是有促销因素，有订单就有流水，公司就能转起来，活下去最重要

2025-12-03

$微创医疗(00853)$心通上半年已经快盈亏平衡了，基础在变好。整合之后，只要把海外渠道的优势发挥出来，带动营收增长，我觉得20没问题

2025-09-24

$极智嘉-W(02590)$ 机器人+AI+出海+盈利拐点，四重共振，港股今年最硬逻辑，25块以下不看空，回调就是给机会。

2025-08-15

$极智嘉-W(02590)$ 换手量少要磨估计，就当压一个龙头把，玩长期

04-17

对比同类储能新股，思格新能源从递表到上市仅用 1 个多月，港股里少见的速度，背后是高瓴、华登这些顶级资本推着走，节奏快说明机构认可度高 $思格新能(06656)$

04-01

$绿茶集团(06831)$8.8-9.0平台整理，突破 9.16 看高 9.5

03-03

$山高控股(00412)$港股里的电算标的本来就少，山高算是最正宗的一个，既有绿电，又有算力，还有标杆项目，对比同板块的标的，它的性价比真的很高，适合中长期布局

01-27

$MINIMAX-WP(00100)$ 把 MiniMax 归到我的长线科技股持仓里了，AI 大模型现在还在早期，后续的应用落地空间很大。这家公司的 C 端产品已经验证了变现能力，B 端也在拓展，慢慢等业绩释放就好，不用盯着短期的股价涨跌

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赛力斯已经构建技术壁垒，研发投入不断加大，高端用户粘性越来越高，业绩增长有保障，市场担心竞争纯属多余","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521663218983480","isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518521467253560,"gmtCreate":1767621365108,"gmtModify":1767621367206,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 国产大模型核弹级认购数据出炉！截至目前，MiniMax公开发售超额认购超1000倍，融资申购资约2138亿港元，大幅刷新了大模型认购纪录，AI大模型的资本盛宴，现在才真正开始。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 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href=\"https://laohu8.com/S/688795\">$摩尔线程(688795)$</a> <a href=\"https://laohu8.com/S/688802\">$沐曦股份(688802)$</a>","listText":"天数智芯，国产GPU的希望啊。以前这块都是老外的天下，他们家是第一个把通用GPU做出来并量产的，打破垄断了。这种自主可控的，感觉政策面会支持。 <a href=\"https://laohu8.com/S/688795\">$摩尔线程(688795)$</a> <a href=\"https://laohu8.com/S/688802\">$沐曦股份(688802)$</a>","text":"天数智芯，国产GPU的希望啊。以前这块都是老外的天下，他们家是第一个把通用GPU做出来并量产的，打破垄断了。这种自主可控的，感觉政策面会支持。 $摩尔线程(688795)$ $沐曦股份(688802)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514180448126144","isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510025974780240,"gmtCreate":1765503486431,"gmtModify":1765503488628,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 新股整体氛围不错，对希迪的认购情况会有正面带动","listText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 新股整体氛围不错，对希迪的认购情况会有正面带动","text":"$希迪智驾(03881)$ 新股整体氛围不错，对希迪的认购情况会有正面带动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510025974780240","isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506674968945616,"gmtCreate":1764730619797,"gmtModify":1764730621678,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>心通上半年已经快盈亏平衡了，基础在变好。整合之后，只要把海外渠道的优势发挥出来，带动营收增长，我觉得20没问题","listText":"<a 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