+关注
前朝墨子
暂无个人介绍
IP属地:未知
0
关注
0
粉丝
0
主题
0
勋章
主贴
热门
前朝墨子
09-26
$协鑫科技(03800)$
反内卷这次是动真格了,工信部节能监察清单都出来了,41家企业要过关,协鑫的能耗水平完全达到最高标准,政策洗牌后龙头更受益。
前朝墨子
09-26
$金嗓子(06896)$
股价横盘蓄力中,坐等下一波主升浪。
前朝墨子
09-16
$金嗓子(06896)$
每天几分钱的在那里磨,能不能来波大的?
前朝墨子
09-02
$找钢集团-W(06676)$
赶紧回3块吧
前朝墨子
08-18
$极智嘉-W(02590)$
科技巨轮滚滚向前,这是时代趋势,降本增效是底层需求,有利益在,未来升5倍都不是问题。
前朝墨子
07-31
$维立志博-B(09887)$
LeadsBody™平台的技术力很关键。对比竞品,LBL-034 的 2:1 结构 + IgG1 mut 设计,在 CD3 结合特异性和 T 细胞毒性的靶向性上更优,这可能是安全性更优的核心原因。一款候选药的成功往往不只是单点突破,更能验证平台的可复制性,这意味着维立志博后续管线也值得高看一眼
前朝墨子
07-31
消息一出来感觉有点上涨趋势啊,庄家憋不住了吗
@舟木研究港美股:极智嘉宣布进军具身智能:具备商业化能力、研发实力、场景数据三大优势
前朝墨子
06-24
$找钢集团-W(06676)$
胖猫工品卖电工工具啥的,GMV 4.1亿涨193%,SKU小7万了… 虽然还是小弟,但这增速,平台复用能力有点苗头
前朝墨子
05-15
$顺丰同城(09699)$
冲百亿市值!!加油!!!看好
前朝墨子
04-23
怕什么路途遥远。走一步有一步的风景,进一步有一步的欢喜。幸福,在路上。午安!亲爱的人们!
前朝墨子
04-23
$找钢集团-W(06676)$
找钢的价格不止这些,等待价值重估
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4130491659501990","uuid":"4130491659501990","gmtCreate":1667388567729,"gmtModify":1744099371980,"name":"前朝墨子","pinyin":"qcmzqianchaomozi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":12,"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":"success","userBadges":[],"userBadgeCount":0,"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":482662748824104,"gmtCreate":1758866725422,"gmtModify":1758866727345,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03800\">$协鑫科技(03800)$</a>反内卷这次是动真格了,工信部节能监察清单都出来了,41家企业要过关,协鑫的能耗水平完全达到最高标准,政策洗牌后龙头更受益。","listText":"<a href=\"https://laohu8.com/S/03800\">$协鑫科技(03800)$</a>反内卷这次是动真格了,工信部节能监察清单都出来了,41家企业要过关,协鑫的能耗水平完全达到最高标准,政策洗牌后龙头更受益。","text":"$协鑫科技(03800)$反内卷这次是动真格了,工信部节能监察清单都出来了,41家企业要过关,协鑫的能耗水平完全达到最高标准,政策洗牌后龙头更受益。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482662748824104","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482662617759864,"gmtCreate":1758866678787,"gmtModify":1758866680567,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 股价横盘蓄力中,坐等下一波主升浪。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 股价横盘蓄力中,坐等下一波主升浪。","text":"$金嗓子(06896)$ 股价横盘蓄力中,坐等下一波主升浪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482662617759864","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479159005627256,"gmtCreate":1758001079072,"gmtModify":1758001102636,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 每天几分钱的在那里磨,能不能来波大的?","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 每天几分钱的在那里磨,能不能来波大的?","text":"$金嗓子(06896)$ 每天几分钱的在那里磨,能不能来波大的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479159005627256","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474093956264496,"gmtCreate":1756777318510,"gmtModify":1756777319868,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 赶紧回3块吧","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 赶紧回3块吧","text":"$找钢集团-W(06676)$ 赶紧回3块吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474093956264496","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468928929436032,"gmtCreate":1755487659807,"gmtModify":1755487661459,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 科技巨轮滚滚向前,这是时代趋势,降本增效是底层需求,有利益在,未来升5倍都不是问题。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 科技巨轮滚滚向前,这是时代趋势,降本增效是底层需求,有利益在,未来升5倍都不是问题。","text":"$极智嘉-W(02590)$ 科技巨轮滚滚向前,这是时代趋势,降本增效是底层需求,有利益在,未来升5倍都不是问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468928929436032","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462551568482416,"gmtCreate":1753933118796,"gmtModify":1753937128813,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> LeadsBody™平台的技术力很关键。对比竞品,LBL-034 的 2:1 结构 + IgG1 mut 设计,在 CD3 结合特异性和 T 细胞毒性的靶向性上更优,这可能是安全性更优的核心原因。一款候选药的成功往往不只是单点突破,更能验证平台的可复制性,这意味着维立志博后续管线也值得高看一眼","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> LeadsBody™平台的技术力很关键。对比竞品,LBL-034 的 2:1 结构 + IgG1 mut 设计,在 CD3 结合特异性和 T 细胞毒性的靶向性上更优,这可能是安全性更优的核心原因。一款候选药的成功往往不只是单点突破,更能验证平台的可复制性,这意味着维立志博后续管线也值得高看一眼","text":"$维立志博-B(09887)$ LeadsBody™平台的技术力很关键。对比竞品,LBL-034 的 2:1 结构 + IgG1 mut 设计,在 CD3 结合特异性和 T 细胞毒性的靶向性上更优,这可能是安全性更优的核心原因。一款候选药的成功往往不只是单点突破,更能验证平台的可复制性,这意味着维立志博后续管线也值得高看一眼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/462551568482416","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":7,"crmLevelSwitch":1,"idStr":"3556585696539203","authorIdStr":"3556585696539203"},"content":"弱智,一说不降息,成为了狗屎一样的垃圾","text":"弱智,一说不降息,成为了狗屎一样的垃圾","html":"弱智,一说不降息,成为了狗屎一样的垃圾"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462544840024208,"gmtCreate":1753932059409,"gmtModify":1753932061315,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"消息一出来感觉有点上涨趋势啊,庄家憋不住了吗","listText":"消息一出来感觉有点上涨趋势啊,庄家憋不住了吗","text":"消息一出来感觉有点上涨趋势啊,庄家憋不住了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462544840024208","repostId":"462476764840184","repostType":1,"repost":{"id":462476764840184,"gmtCreate":1753927915034,"gmtModify":1753928542327,"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":"极智嘉宣布进军具身智能:具备商业化能力、研发实力、场景数据三大优势","htmlText":"北京极智嘉科技股份有限公司(以下简称“极智嘉”,2590.HK)于7月30日晚间发布公告,宣布设立全资子公司——北京极智嘉具身智能科技有限公司,正式进军具身智能领域。 根据公告,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,将与其现有物流机器人业务紧密协同,并借助于现有的品牌和业务网络快速推进技术和产品的广泛商用。 作为“全球AMR仓储机器人第一股”,也是港股机器人板块收入最大的企业,极智嘉进军具身智能领域某种程度上而言是一种必然。毕竟,物流与制造是当前具身智能最易率先规模落地的场景,已成初创企业布局热点。而极智嘉商业化能力、研发实力与场景数据三重优势,是其发展具身智能的天然核心竞争力。 其一、商业化能力+全球业务网络 截至目前,极智嘉已连续6年位居全球最大的AMR仓储机器人解决方案提供商,2024年营收24亿元并接近扭亏为盈,业务覆盖全球40多个国家和地区,拥有800多家终端客户,其中不乏耐克、沃尔玛、UPS、DHL、顺丰等各细分领域的全球龙头企业。这些已验证的商业化能力、全球业务网络和客户资源,加上成熟的服务体系及供应链,不仅为其具身智能技术和产品提供了成熟的应用场景与标杆验证渠道,大大加速市场切入过程,更将为全球化落地和规模化扩张提供保障。 其二、研发能力 截至2024年12月31日,极智嘉已拥有1,867项专利,研发人员占比41%,是同行业中规模最大的研发团队之一,且兼具机器人产品研发经验以及在机器人感知、决策与控制、多智能体协同等领域的深厚积累。此外,极智嘉解决方案的全球应用及复制,也验证了其技术在复杂场景中体现出的鲁棒性、可靠性和可扩展性,及其背后的软硬件和算法研发实力。 其三、场景理解和数据积累 物流场景的海量真实运营数据、对物流作业及客户痛点的深刻理解,是当前在具身智能领域比拼的关键,亦为训练与优化具身","listText":"北京极智嘉科技股份有限公司(以下简称“极智嘉”,2590.HK)于7月30日晚间发布公告,宣布设立全资子公司——北京极智嘉具身智能科技有限公司,正式进军具身智能领域。 根据公告,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,将与其现有物流机器人业务紧密协同,并借助于现有的品牌和业务网络快速推进技术和产品的广泛商用。 作为“全球AMR仓储机器人第一股”,也是港股机器人板块收入最大的企业,极智嘉进军具身智能领域某种程度上而言是一种必然。毕竟,物流与制造是当前具身智能最易率先规模落地的场景,已成初创企业布局热点。而极智嘉商业化能力、研发实力与场景数据三重优势,是其发展具身智能的天然核心竞争力。 其一、商业化能力+全球业务网络 截至目前,极智嘉已连续6年位居全球最大的AMR仓储机器人解决方案提供商,2024年营收24亿元并接近扭亏为盈,业务覆盖全球40多个国家和地区,拥有800多家终端客户,其中不乏耐克、沃尔玛、UPS、DHL、顺丰等各细分领域的全球龙头企业。这些已验证的商业化能力、全球业务网络和客户资源,加上成熟的服务体系及供应链,不仅为其具身智能技术和产品提供了成熟的应用场景与标杆验证渠道,大大加速市场切入过程,更将为全球化落地和规模化扩张提供保障。 其二、研发能力 截至2024年12月31日,极智嘉已拥有1,867项专利,研发人员占比41%,是同行业中规模最大的研发团队之一,且兼具机器人产品研发经验以及在机器人感知、决策与控制、多智能体协同等领域的深厚积累。此外,极智嘉解决方案的全球应用及复制,也验证了其技术在复杂场景中体现出的鲁棒性、可靠性和可扩展性,及其背后的软硬件和算法研发实力。 其三、场景理解和数据积累 物流场景的海量真实运营数据、对物流作业及客户痛点的深刻理解,是当前在具身智能领域比拼的关键,亦为训练与优化具身","text":"北京极智嘉科技股份有限公司(以下简称“极智嘉”,2590.HK)于7月30日晚间发布公告,宣布设立全资子公司——北京极智嘉具身智能科技有限公司,正式进军具身智能领域。 根据公告,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,将与其现有物流机器人业务紧密协同,并借助于现有的品牌和业务网络快速推进技术和产品的广泛商用。 作为“全球AMR仓储机器人第一股”,也是港股机器人板块收入最大的企业,极智嘉进军具身智能领域某种程度上而言是一种必然。毕竟,物流与制造是当前具身智能最易率先规模落地的场景,已成初创企业布局热点。而极智嘉商业化能力、研发实力与场景数据三重优势,是其发展具身智能的天然核心竞争力。 其一、商业化能力+全球业务网络 截至目前,极智嘉已连续6年位居全球最大的AMR仓储机器人解决方案提供商,2024年营收24亿元并接近扭亏为盈,业务覆盖全球40多个国家和地区,拥有800多家终端客户,其中不乏耐克、沃尔玛、UPS、DHL、顺丰等各细分领域的全球龙头企业。这些已验证的商业化能力、全球业务网络和客户资源,加上成熟的服务体系及供应链,不仅为其具身智能技术和产品提供了成熟的应用场景与标杆验证渠道,大大加速市场切入过程,更将为全球化落地和规模化扩张提供保障。 其二、研发能力 截至2024年12月31日,极智嘉已拥有1,867项专利,研发人员占比41%,是同行业中规模最大的研发团队之一,且兼具机器人产品研发经验以及在机器人感知、决策与控制、多智能体协同等领域的深厚积累。此外,极智嘉解决方案的全球应用及复制,也验证了其技术在复杂场景中体现出的鲁棒性、可靠性和可扩展性,及其背后的软硬件和算法研发实力。 其三、场景理解和数据积累 物流场景的海量真实运营数据、对物流作业及客户痛点的深刻理解,是当前在具身智能领域比拼的关键,亦为训练与优化具身","images":[{"img":"https://static.tigerbbs.com/68fef4f1ae86732043cbc92cc1d40e08","width":"1080","height":"615"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462476764840184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449414691291192,"gmtCreate":1750747313360,"gmtModify":1750747314812,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 胖猫工品卖电工工具啥的,GMV 4.1亿涨193%,SKU小7万了… 虽然还是小弟,但这增速,平台复用能力有点苗头","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 胖猫工品卖电工工具啥的,GMV 4.1亿涨193%,SKU小7万了… 虽然还是小弟,但这增速,平台复用能力有点苗头","text":"$找钢集团-W(06676)$ 胖猫工品卖电工工具啥的,GMV 4.1亿涨193%,SKU小7万了… 虽然还是小弟,但这增速,平台复用能力有点苗头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449414691291192","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435312076145536,"gmtCreate":1747286710033,"gmtModify":1747288318312,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a> 冲百亿市值!!加油!!!看好","listText":"<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a> 冲百亿市值!!加油!!!看好","text":"$顺丰同城(09699)$ 冲百亿市值!!加油!!!看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435312076145536","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427498064949472,"gmtCreate":1745392838181,"gmtModify":1745394846304,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"怕什么路途遥远。走一步有一步的风景,进一步有一步的欢喜。幸福,在路上。午安!亲爱的人们!","listText":"怕什么路途遥远。走一步有一步的风景,进一步有一步的欢喜。幸福,在路上。午安!亲爱的人们!","text":"怕什么路途遥远。走一步有一步的风景,进一步有一步的欢喜。幸福,在路上。午安!亲爱的人们!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427498064949472","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427497814311624,"gmtCreate":1745392780866,"gmtModify":1745394846191,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 找钢的价格不止这些,等待价值重估","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 找钢的价格不止这些,等待价值重估","text":"$找钢集团-W(06676)$ 找钢的价格不止这些,等待价值重估","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427497814311624","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":462551568482416,"gmtCreate":1753933118796,"gmtModify":1753937128813,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> LeadsBody™平台的技术力很关键。对比竞品,LBL-034 的 2:1 结构 + IgG1 mut 设计,在 CD3 结合特异性和 T 细胞毒性的靶向性上更优,这可能是安全性更优的核心原因。一款候选药的成功往往不只是单点突破,更能验证平台的可复制性,这意味着维立志博后续管线也值得高看一眼","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> LeadsBody™平台的技术力很关键。对比竞品,LBL-034 的 2:1 结构 + IgG1 mut 设计,在 CD3 结合特异性和 T 细胞毒性的靶向性上更优,这可能是安全性更优的核心原因。一款候选药的成功往往不只是单点突破,更能验证平台的可复制性,这意味着维立志博后续管线也值得高看一眼","text":"$维立志博-B(09887)$ LeadsBody™平台的技术力很关键。对比竞品,LBL-034 的 2:1 结构 + IgG1 mut 设计,在 CD3 结合特异性和 T 细胞毒性的靶向性上更优,这可能是安全性更优的核心原因。一款候选药的成功往往不只是单点突破,更能验证平台的可复制性,这意味着维立志博后续管线也值得高看一眼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/462551568482416","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":7,"crmLevelSwitch":1,"idStr":"3556585696539203","authorIdStr":"3556585696539203"},"content":"弱智,一说不降息,成为了狗屎一样的垃圾","text":"弱智,一说不降息,成为了狗屎一样的垃圾","html":"弱智,一说不降息,成为了狗屎一样的垃圾"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468928929436032,"gmtCreate":1755487659807,"gmtModify":1755487661459,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 科技巨轮滚滚向前,这是时代趋势,降本增效是底层需求,有利益在,未来升5倍都不是问题。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 科技巨轮滚滚向前,这是时代趋势,降本增效是底层需求,有利益在,未来升5倍都不是问题。","text":"$极智嘉-W(02590)$ 科技巨轮滚滚向前,这是时代趋势,降本增效是底层需求,有利益在,未来升5倍都不是问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468928929436032","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482662748824104,"gmtCreate":1758866725422,"gmtModify":1758866727345,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03800\">$协鑫科技(03800)$</a>反内卷这次是动真格了,工信部节能监察清单都出来了,41家企业要过关,协鑫的能耗水平完全达到最高标准,政策洗牌后龙头更受益。","listText":"<a href=\"https://laohu8.com/S/03800\">$协鑫科技(03800)$</a>反内卷这次是动真格了,工信部节能监察清单都出来了,41家企业要过关,协鑫的能耗水平完全达到最高标准,政策洗牌后龙头更受益。","text":"$协鑫科技(03800)$反内卷这次是动真格了,工信部节能监察清单都出来了,41家企业要过关,协鑫的能耗水平完全达到最高标准,政策洗牌后龙头更受益。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482662748824104","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482662617759864,"gmtCreate":1758866678787,"gmtModify":1758866680567,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 股价横盘蓄力中,坐等下一波主升浪。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 股价横盘蓄力中,坐等下一波主升浪。","text":"$金嗓子(06896)$ 股价横盘蓄力中,坐等下一波主升浪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482662617759864","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479159005627256,"gmtCreate":1758001079072,"gmtModify":1758001102636,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 每天几分钱的在那里磨,能不能来波大的?","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 每天几分钱的在那里磨,能不能来波大的?","text":"$金嗓子(06896)$ 每天几分钱的在那里磨,能不能来波大的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479159005627256","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474093956264496,"gmtCreate":1756777318510,"gmtModify":1756777319868,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 赶紧回3块吧","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 赶紧回3块吧","text":"$找钢集团-W(06676)$ 赶紧回3块吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474093956264496","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462544840024208,"gmtCreate":1753932059409,"gmtModify":1753932061315,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"消息一出来感觉有点上涨趋势啊,庄家憋不住了吗","listText":"消息一出来感觉有点上涨趋势啊,庄家憋不住了吗","text":"消息一出来感觉有点上涨趋势啊,庄家憋不住了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462544840024208","repostId":"462476764840184","repostType":1,"repost":{"id":462476764840184,"gmtCreate":1753927915034,"gmtModify":1753928542327,"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":"极智嘉宣布进军具身智能:具备商业化能力、研发实力、场景数据三大优势","htmlText":"北京极智嘉科技股份有限公司(以下简称“极智嘉”,2590.HK)于7月30日晚间发布公告,宣布设立全资子公司——北京极智嘉具身智能科技有限公司,正式进军具身智能领域。 根据公告,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,将与其现有物流机器人业务紧密协同,并借助于现有的品牌和业务网络快速推进技术和产品的广泛商用。 作为“全球AMR仓储机器人第一股”,也是港股机器人板块收入最大的企业,极智嘉进军具身智能领域某种程度上而言是一种必然。毕竟,物流与制造是当前具身智能最易率先规模落地的场景,已成初创企业布局热点。而极智嘉商业化能力、研发实力与场景数据三重优势,是其发展具身智能的天然核心竞争力。 其一、商业化能力+全球业务网络 截至目前,极智嘉已连续6年位居全球最大的AMR仓储机器人解决方案提供商,2024年营收24亿元并接近扭亏为盈,业务覆盖全球40多个国家和地区,拥有800多家终端客户,其中不乏耐克、沃尔玛、UPS、DHL、顺丰等各细分领域的全球龙头企业。这些已验证的商业化能力、全球业务网络和客户资源,加上成熟的服务体系及供应链,不仅为其具身智能技术和产品提供了成熟的应用场景与标杆验证渠道,大大加速市场切入过程,更将为全球化落地和规模化扩张提供保障。 其二、研发能力 截至2024年12月31日,极智嘉已拥有1,867项专利,研发人员占比41%,是同行业中规模最大的研发团队之一,且兼具机器人产品研发经验以及在机器人感知、决策与控制、多智能体协同等领域的深厚积累。此外,极智嘉解决方案的全球应用及复制,也验证了其技术在复杂场景中体现出的鲁棒性、可靠性和可扩展性,及其背后的软硬件和算法研发实力。 其三、场景理解和数据积累 物流场景的海量真实运营数据、对物流作业及客户痛点的深刻理解,是当前在具身智能领域比拼的关键,亦为训练与优化具身","listText":"北京极智嘉科技股份有限公司(以下简称“极智嘉”,2590.HK)于7月30日晚间发布公告,宣布设立全资子公司——北京极智嘉具身智能科技有限公司,正式进军具身智能领域。 根据公告,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,将与其现有物流机器人业务紧密协同,并借助于现有的品牌和业务网络快速推进技术和产品的广泛商用。 作为“全球AMR仓储机器人第一股”,也是港股机器人板块收入最大的企业,极智嘉进军具身智能领域某种程度上而言是一种必然。毕竟,物流与制造是当前具身智能最易率先规模落地的场景,已成初创企业布局热点。而极智嘉商业化能力、研发实力与场景数据三重优势,是其发展具身智能的天然核心竞争力。 其一、商业化能力+全球业务网络 截至目前,极智嘉已连续6年位居全球最大的AMR仓储机器人解决方案提供商,2024年营收24亿元并接近扭亏为盈,业务覆盖全球40多个国家和地区,拥有800多家终端客户,其中不乏耐克、沃尔玛、UPS、DHL、顺丰等各细分领域的全球龙头企业。这些已验证的商业化能力、全球业务网络和客户资源,加上成熟的服务体系及供应链,不仅为其具身智能技术和产品提供了成熟的应用场景与标杆验证渠道,大大加速市场切入过程,更将为全球化落地和规模化扩张提供保障。 其二、研发能力 截至2024年12月31日,极智嘉已拥有1,867项专利,研发人员占比41%,是同行业中规模最大的研发团队之一,且兼具机器人产品研发经验以及在机器人感知、决策与控制、多智能体协同等领域的深厚积累。此外,极智嘉解决方案的全球应用及复制,也验证了其技术在复杂场景中体现出的鲁棒性、可靠性和可扩展性,及其背后的软硬件和算法研发实力。 其三、场景理解和数据积累 物流场景的海量真实运营数据、对物流作业及客户痛点的深刻理解,是当前在具身智能领域比拼的关键,亦为训练与优化具身","text":"北京极智嘉科技股份有限公司(以下简称“极智嘉”,2590.HK)于7月30日晚间发布公告,宣布设立全资子公司——北京极智嘉具身智能科技有限公司,正式进军具身智能领域。 根据公告,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,将与其现有物流机器人业务紧密协同,并借助于现有的品牌和业务网络快速推进技术和产品的广泛商用。 作为“全球AMR仓储机器人第一股”,也是港股机器人板块收入最大的企业,极智嘉进军具身智能领域某种程度上而言是一种必然。毕竟,物流与制造是当前具身智能最易率先规模落地的场景,已成初创企业布局热点。而极智嘉商业化能力、研发实力与场景数据三重优势,是其发展具身智能的天然核心竞争力。 其一、商业化能力+全球业务网络 截至目前,极智嘉已连续6年位居全球最大的AMR仓储机器人解决方案提供商,2024年营收24亿元并接近扭亏为盈,业务覆盖全球40多个国家和地区,拥有800多家终端客户,其中不乏耐克、沃尔玛、UPS、DHL、顺丰等各细分领域的全球龙头企业。这些已验证的商业化能力、全球业务网络和客户资源,加上成熟的服务体系及供应链,不仅为其具身智能技术和产品提供了成熟的应用场景与标杆验证渠道,大大加速市场切入过程,更将为全球化落地和规模化扩张提供保障。 其二、研发能力 截至2024年12月31日,极智嘉已拥有1,867项专利,研发人员占比41%,是同行业中规模最大的研发团队之一,且兼具机器人产品研发经验以及在机器人感知、决策与控制、多智能体协同等领域的深厚积累。此外,极智嘉解决方案的全球应用及复制,也验证了其技术在复杂场景中体现出的鲁棒性、可靠性和可扩展性,及其背后的软硬件和算法研发实力。 其三、场景理解和数据积累 物流场景的海量真实运营数据、对物流作业及客户痛点的深刻理解,是当前在具身智能领域比拼的关键,亦为训练与优化具身","images":[{"img":"https://static.tigerbbs.com/68fef4f1ae86732043cbc92cc1d40e08","width":"1080","height":"615"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462476764840184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449414691291192,"gmtCreate":1750747313360,"gmtModify":1750747314812,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 胖猫工品卖电工工具啥的,GMV 4.1亿涨193%,SKU小7万了… 虽然还是小弟,但这增速,平台复用能力有点苗头","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 胖猫工品卖电工工具啥的,GMV 4.1亿涨193%,SKU小7万了… 虽然还是小弟,但这增速,平台复用能力有点苗头","text":"$找钢集团-W(06676)$ 胖猫工品卖电工工具啥的,GMV 4.1亿涨193%,SKU小7万了… 虽然还是小弟,但这增速,平台复用能力有点苗头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449414691291192","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435312076145536,"gmtCreate":1747286710033,"gmtModify":1747288318312,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a> 冲百亿市值!!加油!!!看好","listText":"<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a> 冲百亿市值!!加油!!!看好","text":"$顺丰同城(09699)$ 冲百亿市值!!加油!!!看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435312076145536","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427498064949472,"gmtCreate":1745392838181,"gmtModify":1745394846304,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"怕什么路途遥远。走一步有一步的风景,进一步有一步的欢喜。幸福,在路上。午安!亲爱的人们!","listText":"怕什么路途遥远。走一步有一步的风景,进一步有一步的欢喜。幸福,在路上。午安!亲爱的人们!","text":"怕什么路途遥远。走一步有一步的风景,进一步有一步的欢喜。幸福,在路上。午安!亲爱的人们!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427498064949472","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427497814311624,"gmtCreate":1745392780866,"gmtModify":1745394846191,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491659501990","authorIdStr":"4130491659501990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 找钢的价格不止这些,等待价值重估","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 找钢的价格不止这些,等待价值重估","text":"$找钢集团-W(06676)$ 找钢的价格不止这些,等待价值重估","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427497814311624","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}