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已是秋
11-06 14:11
现在车企估值看科技和成长,赛力斯都有,还有全球化和 AI 的增量故事,长期拿着应该能吃到行业红利
@投行小師弟:赛力斯挂牌港交所 成年内全球规模最大车企IPO
已是秋
05-20
$地平线机器人-W(09660)$
地平线正式纳入恒生科技指数,成唯一纯智驾成分股!高盛目标价直接调到11.77港元,花旗更狠,12.3港元!南下资金马上进场,流动性起飞,主力这波吸筹明显,拿稳了兄弟们
已是秋
09-17
$金嗓子(06896)$
看了下金嗓子的现金流,现金储备还挺充足的,应该不会有大问题。
已是秋
09-17
$地平线机器人-W(09660)$
地平线的hsd市场空间很大,而且对标特斯拉的FSD,所以说现在这点市值不高
已是秋
08-18
$BOSS直聘(BZ)$
$BOSS直聘-W(02076)$
我一直觉得,C 端是流量,B 端是现金流。BOSS 直聘的稀缺价值就在于它两端都能抓住,但核心盈利来自 B 端,而且是可持续的。
已是秋
08-01
$找钢集团-W(06676)$
AI 大模型输出海外!从赚差价到赚技术钱,毛利率从 25% 提到 32%。这种盈利模式升级,股价安全垫厚得很。
已是秋
07-16
$极智嘉-W(02590)$
等散户跑路了再拉升,玩不腻是吗
已是秋
07-08
$地平线机器人-W(09660)$
今天也就这样了,看明天吧
已是秋
06-05
$找钢集团-W(06676)$
找钢集团去年开票额近2000亿!关键在“增值税专票”:这才是实打实的交易,比GMV水分少太多,这个数值更可靠
已是秋
05-26
$地平线机器人-W(09660)$
地平线被纳入港股通,这是价值被进一步认可的信号。它在自主品牌乘用车智驾计算方案市场份额第一,商业变现能力超强,冲就完事了
已是秋
05-06
$地平线机器人-W(09660)$
最近看了不少关于地平线的消息。就说今年 4 月上汽发布会上,直接表明作为地平线最大股东,看好其发展,后续还要加强合作。荣威、名爵多款主力车型今年就会搭载征程 6 系列芯片,首款车年内就量产上市。这意味着地平线的技术已经被头部车企认可并大规模应用了。从长远看,随着越来越多车型搭载其芯片和智驾方案,市场份额会进一步扩大,营收增长那还不是水到渠成的事儿,长期投资价值稳稳的。
已是秋
04-29
$找钢集团-W(06676)$
现在这个便宜筹码还是不要轻易放手了,只要能挣钱的都是好票
已是秋
2023-02-27
[开心]
@彩云之七彩:
$有道(DAO)$
新服务给公司带来的强劲销售数据值得教育行业引起重视,四季度数字内容服务的销售额已突破6亿元。
已是秋
2023-02-27
[开心]
@準備好:与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。
$有道(DAO)$
去老虎APP查看更多动态
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赛力斯此次赴港IPO,顺应了龙头企业赴港上市的趋势。上市后,赛力斯成为继蔚来汽车科技有限公司、比亚迪股份有限公司、奇瑞汽车股份有限公司(以下简称“奇瑞汽车”)等车企后,又一家登陆港股的汽车企业。 如何看待赛力斯赴港上市?一位投资者对《证券日报》记者表示:“赛力斯赴港上市,为市场带来了更多想象的空间。” 聚焦全球化、高端化 根据全球发售安排,赛力斯此次计划发行1.002亿股H股。其中,香港公开发售1002万股,国际发售约9018万股(可予重新分配及调整)。从发行价格看,本次H股发行的最终价格为每股131.50港元(不包括1%经纪佣金、0.0027%证监会交易征费、0.00565%联交所交易费及0.00015%会财局交易征费)。 市场对赛力斯的赴港上市反应热烈。自10月27日启动港股招股以来,赛力斯迅速引爆市场热情,认购热度持续高涨。赛力斯香港招股公开发售超额认购133倍,融资认购超1700亿港元。 值得关注的是,22家基石投资者为赛力斯的上市背书,基石投资者涵盖施罗德、韩国Mirae、中邮理财、林园基金、重庆渝富等多家知名投资机构。 从1986年重庆巴县起家的一家弹簧厂,到如今赴港上市,赛力斯的成长史是我国制造业转型升级的缩影。 崛起的转折点源于2016年。这一年,赛力斯前瞻性地布局新能源赛道。2021年,赛力斯与**技术有限公司跨界","listText":"11月5日,赛力斯集团股份有限公司(以下简称“赛力斯”)正式以“9927”为股票代码在港交所主板挂牌,成为行业内又一家实现“A+H”两地上市的新能源车企。此次募资净额140.16亿港元,是迄今为止规模最大的中国车企IPO,也是今年以来全球规模最大的车企IPO。 随着上市钟声的敲响,赛力斯迎来了发展史上的一个重要的里程碑。“站在新起点,赛力斯将顺势而为,开拓一条属于中国高端汽车的全球新赛道。”上市仪式上,赛力斯集团董事长(创始人)张兴海如是表示。 赛力斯此次赴港IPO,顺应了龙头企业赴港上市的趋势。上市后,赛力斯成为继蔚来汽车科技有限公司、比亚迪股份有限公司、奇瑞汽车股份有限公司(以下简称“奇瑞汽车”)等车企后,又一家登陆港股的汽车企业。 如何看待赛力斯赴港上市?一位投资者对《证券日报》记者表示:“赛力斯赴港上市,为市场带来了更多想象的空间。” 聚焦全球化、高端化 根据全球发售安排,赛力斯此次计划发行1.002亿股H股。其中,香港公开发售1002万股,国际发售约9018万股(可予重新分配及调整)。从发行价格看,本次H股发行的最终价格为每股131.50港元(不包括1%经纪佣金、0.0027%证监会交易征费、0.00565%联交所交易费及0.00015%会财局交易征费)。 市场对赛力斯的赴港上市反应热烈。自10月27日启动港股招股以来,赛力斯迅速引爆市场热情,认购热度持续高涨。赛力斯香港招股公开发售超额认购133倍,融资认购超1700亿港元。 值得关注的是,22家基石投资者为赛力斯的上市背书,基石投资者涵盖施罗德、韩国Mirae、中邮理财、林园基金、重庆渝富等多家知名投资机构。 从1986年重庆巴县起家的一家弹簧厂,到如今赴港上市,赛力斯的成长史是我国制造业转型升级的缩影。 崛起的转折点源于2016年。这一年,赛力斯前瞻性地布局新能源赛道。2021年,赛力斯与**技术有限公司跨界","text":"11月5日,赛力斯集团股份有限公司(以下简称“赛力斯”)正式以“9927”为股票代码在港交所主板挂牌,成为行业内又一家实现“A+H”两地上市的新能源车企。此次募资净额140.16亿港元,是迄今为止规模最大的中国车企IPO,也是今年以来全球规模最大的车企IPO。 随着上市钟声的敲响,赛力斯迎来了发展史上的一个重要的里程碑。“站在新起点,赛力斯将顺势而为,开拓一条属于中国高端汽车的全球新赛道。”上市仪式上,赛力斯集团董事长(创始人)张兴海如是表示。 赛力斯此次赴港IPO,顺应了龙头企业赴港上市的趋势。上市后,赛力斯成为继蔚来汽车科技有限公司、比亚迪股份有限公司、奇瑞汽车股份有限公司(以下简称“奇瑞汽车”)等车企后,又一家登陆港股的汽车企业。 如何看待赛力斯赴港上市?一位投资者对《证券日报》记者表示:“赛力斯赴港上市,为市场带来了更多想象的空间。” 聚焦全球化、高端化 根据全球发售安排,赛力斯此次计划发行1.002亿股H股。其中,香港公开发售1002万股,国际发售约9018万股(可予重新分配及调整)。从发行价格看,本次H股发行的最终价格为每股131.50港元(不包括1%经纪佣金、0.0027%证监会交易征费、0.00565%联交所交易费及0.00015%会财局交易征费)。 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崛起的转折点源于2016年。这一年,赛力斯前瞻性地布局新能源赛道。2021年,赛力斯与**技术有限公司跨界","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497187123916920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479553596617064,"gmtCreate":1758089368172,"gmtModify":1758089370045,"author":{"id":"4130932305695610","authorId":"4130932305695610","name":"已是秋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130932305695610","authorIdStr":"4130932305695610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>看了下金嗓子的现金流,现金储备还挺充足的,应该不会有大问题。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>看了下金嗓子的现金流,现金储备还挺充足的,应该不会有大问题。","text":"$金嗓子(06896)$看了下金嗓子的现金流,现金储备还挺充足的,应该不会有大问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479553596617064","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479553712345952,"gmtCreate":1758089341618,"gmtModify":1758089343321,"author":{"id":"4130932305695610","authorId":"4130932305695610","name":"已是秋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130932305695610","authorIdStr":"4130932305695610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 地平线的hsd市场空间很大,而且对标特斯拉的FSD,所以说现在这点市值不高","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 地平线的hsd市场空间很大,而且对标特斯拉的FSD,所以说现在这点市值不高","text":"$地平线机器人-W(09660)$ 地平线的hsd市场空间很大,而且对标特斯拉的FSD,所以说现在这点市值不高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479553712345952","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468986819506360,"gmtCreate":1755502235957,"gmtModify":1755502237292,"author":{"id":"4130932305695610","authorId":"4130932305695610","name":"已是秋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130932305695610","authorIdStr":"4130932305695610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> <a href=\"https://laohu8.com/S/02076\">$BOSS直聘-W(02076)$</a> 我一直觉得,C 端是流量,B 端是现金流。BOSS 直聘的稀缺价值就在于它两端都能抓住,但核心盈利来自 B 端,而且是可持续的。","listText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> <a 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赛力斯此次赴港IPO,顺应了龙头企业赴港上市的趋势。上市后,赛力斯成为继蔚来汽车科技有限公司、比亚迪股份有限公司、奇瑞汽车股份有限公司(以下简称“奇瑞汽车”)等车企后,又一家登陆港股的汽车企业。 如何看待赛力斯赴港上市?一位投资者对《证券日报》记者表示:“赛力斯赴港上市,为市场带来了更多想象的空间。” 聚焦全球化、高端化 根据全球发售安排,赛力斯此次计划发行1.002亿股H股。其中,香港公开发售1002万股,国际发售约9018万股(可予重新分配及调整)。从发行价格看,本次H股发行的最终价格为每股131.50港元(不包括1%经纪佣金、0.0027%证监会交易征费、0.00565%联交所交易费及0.00015%会财局交易征费)。 市场对赛力斯的赴港上市反应热烈。自10月27日启动港股招股以来,赛力斯迅速引爆市场热情,认购热度持续高涨。赛力斯香港招股公开发售超额认购133倍,融资认购超1700亿港元。 值得关注的是,22家基石投资者为赛力斯的上市背书,基石投资者涵盖施罗德、韩国Mirae、中邮理财、林园基金、重庆渝富等多家知名投资机构。 从1986年重庆巴县起家的一家弹簧厂,到如今赴港上市,赛力斯的成长史是我国制造业转型升级的缩影。 崛起的转折点源于2016年。这一年,赛力斯前瞻性地布局新能源赛道。2021年,赛力斯与**技术有限公司跨界","listText":"11月5日,赛力斯集团股份有限公司(以下简称“赛力斯”)正式以“9927”为股票代码在港交所主板挂牌,成为行业内又一家实现“A+H”两地上市的新能源车企。此次募资净额140.16亿港元,是迄今为止规模最大的中国车企IPO,也是今年以来全球规模最大的车企IPO。 随着上市钟声的敲响,赛力斯迎来了发展史上的一个重要的里程碑。“站在新起点,赛力斯将顺势而为,开拓一条属于中国高端汽车的全球新赛道。”上市仪式上,赛力斯集团董事长(创始人)张兴海如是表示。 赛力斯此次赴港IPO,顺应了龙头企业赴港上市的趋势。上市后,赛力斯成为继蔚来汽车科技有限公司、比亚迪股份有限公司、奇瑞汽车股份有限公司(以下简称“奇瑞汽车”)等车企后,又一家登陆港股的汽车企业。 如何看待赛力斯赴港上市?一位投资者对《证券日报》记者表示:“赛力斯赴港上市,为市场带来了更多想象的空间。” 聚焦全球化、高端化 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