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智慧与勇气

2025-09-26

$极智嘉-W(02590)$这才哪到哪，这估值远低于其他机器人股，营收规模都不如极智嘉，而且预测今年港股首盈，我看35。

智慧与勇气

2025-11-06

$地平线机器人-W(09660)$市场悲观时，更要看公司做了什么。进博会上的重磅发布、与大厂的深度合作，地平线的动作又急又密，这本身不就是最好的信号吗？

智慧与勇气

2025-10-21

$蔚来(NIO)$ $蔚来-SW(09866)$ 换手率最近一直维持在正常水平，不高不低，这是最健康的状态。说明长线资金锁仓不动，活跃的只是短线客。

智慧与勇气

02-06

$蔚来(NIO)$ $蔚来-SW(09866)$ 新势力里面蔚来的服务确实没话说，以前担心烧钱太快，现在降本增效后证明高端路线也能赚钱，这块护城河还是稳的[安慰][安慰]

智慧与勇气

2025-11-26

蔚来Q4营收指引领跑新势力，10月份“蔚乐萤”合计交付已超4万台，乐道品牌超过了蔚来本身。高端走量、主流冲分，早就应该组合拳搞起来

@前朝墨子:不容易，蔚来Q4营收指引327-340亿，指引领跑新势力。更关键的是财务健康度上来了：三季度整车毛利率拉回到14.7%，经营现金流也历史性地转正了。营收预期第一，斌子看你了 $蔚来(NIO)$ $蔚来-SW(09866)$

智慧与勇气

2025-09-16

$地平线机器人-W(09660)$ 长远看多就看多，今天上午虽然跌了，但是不要计较一城一池的得失

智慧与勇气

04-02

短期看利润确实承压，但长期看，如果“十五五”期间能源网、算力网、交通网真能协同，现在的价格可能就是底部区域 $山高控股(00412)$

智慧与勇气

03-10

$MINIMAX-WP(00100)$ 3月10号开盘就破1100港元，总市值到3440亿了，感觉这走势和之前的产品迭代、新技能落地脱不开关系。

智慧与勇气

02-20

$找钢集团-W(06676)$ 刚把找钢加自选，周线看底部在慢慢抬高，MACD也准备金叉了。技术面先于基本面见底，这个位置值得留意。

智慧与勇气

01-16

$金嗓子(06896)$1分钱玩1天，比小老太爬山还慢。。。

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target=\"_blank\" href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$ </a>看看上市后首份财报咋样，业务有没有真协同，再决定要不要上车","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$ </a>看看上市后首份财报咋样，业务有没有真协同，再决定要不要上车","text":"$HASHKEY HLDGS(03887)$ 看看上市后首份财报咋样，业务有没有真协同，再决定要不要上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519116697670872","repostId":"519113375700200","repostType":1,"repost":{"id":519113375700200,"gmtCreate":1767765951500,"gmtModify":1767766150520,"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":"港股数字资产第一股诞生：解码HashKey千亿生态，如何领跑合规新纪元","htmlText":"当数字资产行业从野蛮生长迈入合规深耕的新阶段，头部机构的资本化进程成为行业发展的重要风向标。2025年12月，HashKey Holdings &nbsp;(03887.HK) 成功登陆港交所，成为港股首家跨区域全牌照合规数字资产公司IPO。这一里程碑事件不仅为自身打开了资本赋能的新通道，更折射出行业规范化、机构化发展的必然趋势。 图片来源：网络 行业趋势的契合度，决定了企业的长期成长空间。当前，数字资产的合规化运营已成为全球共识，而香港推出的分阶段推进实物资产代币化（RWA）、完善代币化发行与交易体系等政策，更是为合规机构搭建了广阔的发展舞台。HashKey凭借合规龙头地位、强劲盈利能力与清晰战略路径三大核心价值，成为投资者把握数字资产赛道红利的优选，也是香港Web3政策红利下兼具稀缺性与长期成长潜力的数字资产基础设施龙头。 图片来源：网络 价值一：合规即壁垒，龙头地位无可撼动 在全球数字资产监管趋严的背景下，合规资质已成为机构竞争的核心壁垒。HashKey作为亚洲领先、全球布局的数字资产金融服务集团，核心亮点在于以跨区域全牌照合规壁垒为核心，香港市场份额超75%且在新加坡、迪拜等地多牌照布局，叠加“交易促成+链上服务+资产管理”全生态闭环，2025年上半年机构交易量占比达68%，质押资产规模290亿港元位列亚洲第一。这种强合规属性与绝对的市场主导地位，让HashKey在行业竞争中形成了难以复制的优势，其稀缺性在当前数字资产行业中尤为突出。 作为香港数字资产交易平台的“航母级”参与者，截至2025年9月30日，HashKey平台共支持80种数字资产代币，涵盖多个类别，包括主要Layer-1资产、去中心化金融（DeFi）代币、稳定币及新兴生态系统项目。 图片来源：官方资料 价值二：多元业务协同增长，盈利增长动能强劲 HashKey已形成三大业务板块协同发展的生态格局，推动营","listText":"当数字资产行业从野蛮生长迈入合规深耕的新阶段，头部机构的资本化进程成为行业发展的重要风向标。2025年12月，HashKey Holdings &nbsp;(03887.HK) 成功登陆港交所，成为港股首家跨区域全牌照合规数字资产公司IPO。这一里程碑事件不仅为自身打开了资本赋能的新通道，更折射出行业规范化、机构化发展的必然趋势。 图片来源：网络 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3月10号开盘就破1100港元，总市值到3440亿了，感觉这走势和之前的产品迭代、新技能落地脱不开关系。","text":"$MINIMAX-WP(00100)$ 3月10号开盘就破1100港元，总市值到3440亿了，感觉这走势和之前的产品迭代、新技能落地脱不开关系。","images":[{"img":"https://static.tigerbbs.com/bcbefd37191eb766d15f0c5b4eda93fe","width":"1284","height":"2618"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541021605851144","isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":534685732595336,"gmtCreate":1771557597322,"gmtModify":1771557599675,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491681502130","authorIdStr":"4130491681502130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 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