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骨肉均匀

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04-17

$MANYCORE TECH(00068)$ 智谱和MiniMax画出了港股AI的天花板，群核走的是物理AI这条差异化路线。今天首日表现只是刚开始

02-06

Grab要用激光雷达做自动驾驶，既是客户又是经销商，双赢。禾赛海外收入占比估计又要提升了 $禾赛(HSAI)$ $禾赛-W(02525)$

2025-06-25

$云知声(09678)$ 中金保荐宁德时代首日涨32%，就看这次剧本能否重演，绿鞋机制护盘，破发概率低，可以考虑试试水。

2025-11-05

$赛力斯(601127)$ 今天恒生汽车指数跌1.69%，整个板块都在调整，赛力斯新上市被带下来很正常。

03-04

$HASHKEY HLDGS(03887)$ 有人拿Hashkey和美股Coinbase比，说估值贵。但港股数字资产标的就这几个，稀缺性摆在这。稳定币合规化之后，RWA代币化这些赛道才能真的铺开

01-06

ATX焕新版一口气锁了400万台订单，4月就要批量交付，爆款生命周期被拉长，明年的增量基本板上钉钉 $禾赛(HSAI)$ $禾赛-W(02525)$

2025-10-15

$极智嘉-W(02590)$一朝回到节前，但只要行业高增长和公司龙头地位这两个核心逻辑没变，股价震荡向上的格局就不会变。

2025-09-15

短线炒作出海消息，长线布局平台价值！CCG正在构建全球化的车险服务网络，这个平台价值现在远远被低估。5年后回头看，现在都是底部！ $车车科技(CCG)$

04-01

$极智嘉-W(02590)$ 极智嘉已完成仓储场景具身智能的全栈技术布局，是全球首家在仓储场景同时拥有移动机器人、专用机械臂拣货站和通用人形机器人全品类产品和技术能力的企业。我还是很看好的

@投行小師弟:PS仅7.84倍，机构看涨超80%！极智嘉（2590.HK）被错杀的机器人龙头

03-25

$山高控股(00412)$ 现在港股市场情绪回暖，这种有利空出尽逻辑、又有AI和电力双概念的低价股，很容易被资金盯上。1块多的价格，向下空间有限，向上弹性不错

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截至2025年末，公司已向全球40多个国家和地区累计交付超7.2万台机器人，服务约9","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548817454724624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546389530718472,"gmtCreate":1774405503833,"gmtModify":1774405506136,"author":{"id":"4130490914501010","authorId":"4130490914501010","name":"骨肉均匀","avatar":"https://static.tigerbbs.com/629991912cd8aaf67ca7f278c177ad09","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490914501010","idStr":"4130490914501010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 现在港股市场情绪回暖，这种有利空出尽逻辑、又有AI和电力双概念的低价股，很容易被资金盯上。1块多的价格，向下空间有限，向上弹性不错&nbsp;","listText":"<a 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href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 根本不可能破发的好吧，所有人都看好，如果跌太狠散户都跑了，其他大户会抢筹码，再说全球仓储履约AMR市占率第一，服务800+客户，包括沃尔玛、耐克等巨头，技术+客户双壁垒，三重保障怎么跌。","text":"$极智嘉-W(02590)$ 根本不可能破发的好吧，所有人都看好，如果跌太狠散户都跑了，其他大户会抢筹码，再说全球仓储履约AMR市占率第一，服务800+客户，包括沃尔玛、耐克等巨头，技术+客户双壁垒，三重保障怎么跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462170291441824","isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456756831953072,"gmtCreate":1752549731575,"gmtModify":1752549733199,"author":{"id":"4130490914501010","authorId":"4130490914501010","name":"骨肉均匀","avatar":"https://static.tigerbbs.com/629991912cd8aaf67ca7f278c177ad09","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490914501010","idStr":"4130490914501010"},"themes":[],"title":"","htmlText":"基本面很强，可以重仓参与","listText":"基本面很强，可以重仓参与","text":"基本面很强，可以重仓参与","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456756831953072","repostId":"456753433199384","repostType":1,"repost":{"id":456753433199384,"gmtCreate":1752549128975,"gmtModify":1752561257756,"author":{"id":"4144390394171090","authorId":"4144390394171090","name":"博尔投资笔记","avatar":"https://static.tigerbbs.com/f88f8405cf254d0b7f6316a9c2ca60d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144390394171090","idStr":"4144390394171090"},"themes":[],"title":"十年磨一剑：从仓库机器人到全球 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解决方案提供商的宝座。而在这份成绩单背后，藏着一家 VC 十年如一日的 “非共识” 投资故事 ——&nbsp;新加坡祥峰投资，早在 2017 年就敢在机器人赛道尚不热门时押注极智嘉，如今终于收获这场跨越周期的 “前瞻性胜利”。 十年前的 “冷门押注”：从仓库里的机器人看到未来 2015 年的中国投资圈，是互联网项目的天下。当多数 VC 忙着追逐 APP、电商平台等 “轻资产风口” 时，祥峰投资却在做一件 “非主流” 的事：钻进广东肇庆的一间仓库，盯着几台来回穿梭的机器人看了一整天。 彼时，中国电商爆发式增长，快递单量激增让传统人工分拣 “力不从心”。亚马逊已在海外部署上万台搬运机器人，而中国电商规模更大、时效要求更高，却缺乏自主自动化方案。祥峰团队在仓库里掐着秒表测算：极智嘉的机器人搬运速度比同类产品快 20%，连续工作 12 小时零故障，客户反馈清一色好评。“当时国内做仓储机器人的企业屈指可数，极智嘉的表现就像‘班里的尖子生’，数据不会说谎。” 祥峰管理合伙人夏志进回忆道。 2017 年，祥峰果断出手极智嘉 A + 轮融资，随后又在 2018 年、2022 年持续加注。这在当时堪称 “逆潮流”——2015-2020 年，机器人赛道融资冷清，半导体、互联网才是资本宠儿。祥峰却像握着 “产业水晶球”，早在十年前就将机器人及智能制造列为核心赛道，芯驰、宇树、松灵等如今的细分龙头，都是它在 pre-A 轮、A 轮就锁定的 “潜力股”。 硬科技投资的 “守正之道”：不追风口，只挖价值 祥峰的 “","text":"2025 年 7 月，港交所一声钟响，极智嘉（Geek+）带着 “全球 AMR 仓储机器人第一股” 的光环正式上市。财报数据亮眼：毛利率从 2022 年的 17.7% 飙升至 2024 年的 34.8%，终端客户复购率高达 74.6%，以 24.09 亿元年收入坐稳全球最大仓储履约 AMR 解决方案提供商的宝座。而在这份成绩单背后，藏着一家 VC 十年如一日的 “非共识” 投资故事 —— 新加坡祥峰投资，早在 2017 年就敢在机器人赛道尚不热门时押注极智嘉，如今终于收获这场跨越周期的 “前瞻性胜利”。 十年前的 “冷门押注”：从仓库里的机器人看到未来 2015 年的中国投资圈，是互联网项目的天下。当多数 VC 忙着追逐 APP、电商平台等 “轻资产风口” 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机器人赛道真的火，优必选、越疆、地平线机器人在前，而且上市后涨的都很不错，极智嘉就算上市之后多少也会吃点行业红利。","text":"$极智嘉-W(02590)$ 机器人赛道真的火，优必选、越疆、地平线机器人在前，而且上市后涨的都很不错，极智嘉就算上市之后多少也会吃点行业红利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455333697905440","isVote":1,"tweetType":1,"viewCount":1994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454032733761760,"gmtCreate":1751870414834,"gmtModify":1751870416175,"author":{"id":"4130490914501010","authorId":"4130490914501010","name":"骨肉均匀","avatar":"https://static.tigerbbs.com/629991912cd8aaf67ca7f278c177ad09","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490914501010","idStr":"4130490914501010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 高成长科技股，高波动是标配。没这心脏，别玩这游戏","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 高成长科技股，高波动是标配。没这心脏，别玩这游戏","text":"$地平线机器人-W(09660)$ 高成长科技股，高波动是标配。没这心脏，别玩这游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454032733761760","isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":554491567579184,"gmtCreate":1776408577605,"gmtModify":1776408579474,"author":{"id":"4130490914501010","authorId":"4130490914501010","name":"骨肉均匀","avatar":"https://static.tigerbbs.com/629991912cd8aaf67ca7f278c177ad09","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130490914501010","authorIdStr":"4130490914501010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00068\">$MANYCORE TECH(00068)$</a> 智谱和MiniMax画出了港股AI的天花板，群核走的是物理AI这条差异化路线。今天首日表现只是刚开始","listText":"<a href=\"https://laohu8.com/S/00068\">$MANYCORE TECH(00068)$</a> 智谱和MiniMax画出了港股AI的天花板，群核走的是物理AI这条差异化路线。今天首日表现只是刚开始","text":"$MANYCORE TECH(00068)$ 智谱和MiniMax画出了港股AI的天花板，群核走的是物理AI这条差异化路线。今天首日表现只是刚开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/554491567579184","isVote":1,"tweetType":1,"viewCount":3918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551825779448005","authorId":"3551825779448005","name":"想吃鸡腿的富小贵","avatar":"https://static.tigerbbs.com/cbb16292bd45aacf653722b77a24a229","crmLevel":6,"crmLevelSwitch":0,"idStr":"3551825779448005","authorIdStr":"3551825779448005"},"content":"这么多年不盈利，上市就能盈利？","text":"这么多年不盈利，上市就能盈利？","html":"这么多年不盈利，上市就能盈利？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529790965892504,"gmtCreate":1770364505238,"gmtModify":1770364507544,"author":{"id":"4130490914501010","authorId":"4130490914501010","name":"骨肉均匀","avatar":"https://static.tigerbbs.com/629991912cd8aaf67ca7f278c177ad09","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130490914501010","authorIdStr":"4130490914501010"},"themes":[],"title":"","htmlText":"Grab要用激光雷达做自动驾驶，既是客户又是经销商，双赢。禾赛海外收入占比估计又要提升了 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一、自我造血破局，全球化与规模化释放利润 在绝大多数同行仍囿于烧钱扩张的竞争格局中，极智嘉已率先步入自我造血的正向循环。2025年，公司实现营收31.71亿元，同比增长31.6%；毛利为11.25亿元，同比增长34.4%；经调整净利润成功转正至4382.2万元，大幅改善超147%。 营收与毛利均保持双位数增长、毛利增速快于营收，说明公司已实现有效规模扩张，盈利质量显著增强；同时，凭借规模化效益和经营杠杆释放，带动毛利率同比提升至35.5%，基本面持续夯实。 极智嘉积极推进全球化战略，海外业务体量持续扩大。2025年，公司新签订单额达41.37亿元，同比增长31.7%，订单规模再创新高；其中海外订单占比接近80%，同比提升近40%；订阅式服务订单增速超过90%，订单结构持续优化。 在稳固欧洲、北美市场基本盘的同时，公司积极布局拉丁美洲、东欧等新兴市场，成功斩获多项亿元级重磅订单。依托具备强竞争力的AI+具身智能解决方案，极智嘉在电商、快消品及3PL等传统优势行业之外，于食品饮料等新赛道亦取得重大突破，为未来订单高速增长提供全方位支撑。 截至2025年末，公司已向全球40多个国家和地区累计交付超7.2万台机器人，服务约9","listText":"3月中旬以来，机器人板块进入年报密集披露期，市场也开始对企业的技术成色、商业模式与盈利兑现进行更为理性的重新定价。在此背景下，全球智能机器人引领者极智嘉（2590.HK）逆势交出了一份“营收高增、盈利转正、现金流强劲”的2025年度答卷，引发了市场的热烈讨论。 从投资视角看，极智嘉当前至少具备三重稀缺性：其一，拥有行业领先的具身智能+AI技术与解决方案；其二，在全球ToB智能机器人行业中率先兑现盈利；其三，股价与估值水平均处低位区间。 高增长、稳盈利、低估值三重属性，使极智嘉的长期配置价值愈发凸显。接下来，不妨透过这份财报，拆解极智嘉的增长因子与长期投资潜力。 一、自我造血破局，全球化与规模化释放利润 在绝大多数同行仍囿于烧钱扩张的竞争格局中，极智嘉已率先步入自我造血的正向循环。2025年，公司实现营收31.71亿元，同比增长31.6%；毛利为11.25亿元，同比增长34.4%；经调整净利润成功转正至4382.2万元，大幅改善超147%。 营收与毛利均保持双位数增长、毛利增速快于营收，说明公司已实现有效规模扩张，盈利质量显著增强；同时，凭借规模化效益和经营杠杆释放，带动毛利率同比提升至35.5%，基本面持续夯实。 极智嘉积极推进全球化战略，海外业务体量持续扩大。2025年，公司新签订单额达41.37亿元，同比增长31.7%，订单规模再创新高；其中海外订单占比接近80%，同比提升近40%；订阅式服务订单增速超过90%，订单结构持续优化。 在稳固欧洲、北美市场基本盘的同时，公司积极布局拉丁美洲、东欧等新兴市场，成功斩获多项亿元级重磅订单。依托具备强竞争力的AI+具身智能解决方案，极智嘉在电商、快消品及3PL等传统优势行业之外，于食品饮料等新赛道亦取得重大突破，为未来订单高速增长提供全方位支撑。 截至2025年末，公司已向全球40多个国家和地区累计交付超7.2万台机器人，服务约9","text":"3月中旬以来，机器人板块进入年报密集披露期，市场也开始对企业的技术成色、商业模式与盈利兑现进行更为理性的重新定价。在此背景下，全球智能机器人引领者极智嘉（2590.HK）逆势交出了一份“营收高增、盈利转正、现金流强劲”的2025年度答卷，引发了市场的热烈讨论。 从投资视角看，极智嘉当前至少具备三重稀缺性：其一，拥有行业领先的具身智能+AI技术与解决方案；其二，在全球ToB智能机器人行业中率先兑现盈利；其三，股价与估值水平均处低位区间。 高增长、稳盈利、低估值三重属性，使极智嘉的长期配置价值愈发凸显。接下来，不妨透过这份财报，拆解极智嘉的增长因子与长期投资潜力。 一、自我造血破局，全球化与规模化释放利润 在绝大多数同行仍囿于烧钱扩张的竞争格局中，极智嘉已率先步入自我造血的正向循环。2025年，公司实现营收31.71亿元，同比增长31.6%；毛利为11.25亿元，同比增长34.4%；经调整净利润成功转正至4382.2万元，大幅改善超147%。 营收与毛利均保持双位数增长、毛利增速快于营收，说明公司已实现有效规模扩张，盈利质量显著增强；同时，凭借规模化效益和经营杠杆释放，带动毛利率同比提升至35.5%，基本面持续夯实。 极智嘉积极推进全球化战略，海外业务体量持续扩大。2025年，公司新签订单额达41.37亿元，同比增长31.7%，订单规模再创新高；其中海外订单占比接近80%，同比提升近40%；订阅式服务订单增速超过90%，订单结构持续优化。 在稳固欧洲、北美市场基本盘的同时，公司积极布局拉丁美洲、东欧等新兴市场，成功斩获多项亿元级重磅订单。依托具备强竞争力的AI+具身智能解决方案，极智嘉在电商、快消品及3PL等传统优势行业之外，于食品饮料等新赛道亦取得重大突破，为未来订单高速增长提供全方位支撑。 截至2025年末，公司已向全球40多个国家和地区累计交付超7.2万台机器人，服务约9","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548817454724624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546389530718472,"gmtCreate":1774405503833,"gmtModify":1774405506136,"author":{"id":"4130490914501010","authorId":"4130490914501010","name":"骨肉均匀","avatar":"https://static.tigerbbs.com/629991912cd8aaf67ca7f278c177ad09","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130490914501010","authorIdStr":"4130490914501010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 现在港股市场情绪回暖，这种有利空出尽逻辑、又有AI和电力双概念的低价股，很容易被资金盯上。1块多的价格，向下空间有限，向上弹性不错&nbsp;","listText":"<a 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