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跟随平行

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09-18

$吉利汽车(00175)$所谓高质量增长，真不是喊喊口号，不能只看卖车数量、账面利润。重点就是要看钱从哪来，上下游能不能一起活下去。吉利中报量价利齐升，现金流、供应链质量同步变好

2025-05-26

$地平线机器人-W(09660)$ 地平线纳入港股通，这是要起飞的节奏？软硬件协同优势明显，产品解决方案高效又低成

09-03

现在国内车市卷得厉害，一头扎进价格战里，只会不断消耗自己。往上做高价值车型把盈利做起来，再把目光投向海外拿新的增长空间。吉利高端+出海双轮并进，能够分摊经营压力，不用死磕国内内卷，这条路选得很实在。 $吉利汽车(00175)$

2025-12-16

$山高控股(00412)$ 虽然这周有跌有涨，但山高的核心逻辑没变化，业绩高增 + 赛道优质 + 国资背景，现在 1.5 港元的价格，性价比真的很高

06-03

乌兰察布那个210亿的项目一直在推，现在框架签了算是给后续具体项目铺路。源网荷储一体化不是新概念，但能真正落地的不多，山高+世纪互联+政府三方合作，资源是够的 $山高控股(00412)$

05-18

$迈威生物-B(02493)$ 天天看研发和融资，到底啥时候能盈利啊，等得花儿都谢了

04-28

后面好好控费用、管现金流，公司发展会更健康。$迈威生物-B(02493)$

@散人逍遥游:深交所：将迈威生物-B(02493)调入深港通下的港股通标的

04-28

交易、资管、链上三条腿走路，我看了一下财报，亏得少了，营收涨了，这点我比较放心$HASHKEY HLDGS(03887)$

03-26

$晶科电子股份(02551)$ 晶科这份年报给我的感觉是，汽车智能视觉已经在贡献利润，新型显示在逐步放量，基本盘和第二增长点都在发力

01-29

$山高控股(00412)$ 技术面看是底部震荡，支撑位没破，反弹需要催化剂，耐心等项目落地消息

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$吉利汽车(00175)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/603586097337728","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597024716182264,"gmtCreate":1786776115515,"gmtModify":1786776117664,"author":{"id":"4209805946628540","authorId":"4209805946628540","name":"跟随平行","avatar":"https://static.tigerbbs.com/2f66695e83e62061b0237dbc6cc13bda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209805946628540","idStr":"4209805946628540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02658\">$天域半导体(02658)$</a>坚定看好天域半导体的价值回归，静待技术升级与产能放量带来的戴维斯双击","listText":"<a 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href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","text":"明白人都悄悄加仓了，糊涂蛋还在观望 $MOMENTA-W(06880)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584159609438408","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576482122402440,"gmtCreate":1781766264194,"gmtModify":1781767032142,"author":{"id":"4209805946628540","authorId":"4209805946628540","name":"跟随平行","avatar":"https://static.tigerbbs.com/2f66695e83e62061b0237dbc6cc13bda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209805946628540","idStr":"4209805946628540"},"themes":[],"title":"","htmlText":"今年做新能源不容易，但我依然选择坚守。逻辑很简单——能源转型是大趋势，光伏、风电、储能、新能源车每条赛道都还有大空间，短期波动是情绪驱动，长期成长是产业驱动 <a 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$思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576482122402440","isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571172313356808,"gmtCreate":1780470626283,"gmtModify":1780471065249,"author":{"id":"4209805946628540","authorId":"4209805946628540","name":"跟随平行","avatar":"https://static.tigerbbs.com/2f66695e83e62061b0237dbc6cc13bda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209805946628540","idStr":"4209805946628540"},"themes":[],"title":"","htmlText":"乌兰察布那个210亿的项目一直在推，现在框架签了算是给后续具体项目铺路。源网荷储一体化不是新概念，但能真正落地的不多，山高+世纪互联+政府三方合作，资源是够的 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"乌兰察布那个210亿的项目一直在推，现在框架签了算是给后续具体项目铺路。源网荷储一体化不是新概念，但能真正落地的不多，山高+世纪互联+政府三方合作，资源是够的 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"乌兰察布那个210亿的项目一直在推，现在框架签了算是给后续具体项目铺路。源网荷储一体化不是新概念，但能真正落地的不多，山高+世纪互联+政府三方合作，资源是够的 $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571172313356808","isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565360650690584,"gmtCreate":1779070103640,"gmtModify":1779070105480,"author":{"id":"4209805946628540","authorId":"4209805946628540","name":"跟随平行","avatar":"https://static.tigerbbs.com/2f66695e83e62061b0237dbc6cc13bda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209805946628540","idStr":"4209805946628540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 天天看研发和融资，到底啥时候能盈利啊，等得花儿都谢了","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 天天看研发和融资，到底啥时候能盈利啊，等得花儿都谢了","text":"$迈威生物-B(02493)$ 天天看研发和融资，到底啥时候能盈利啊，等得花儿都谢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565360650690584","isVote":1,"tweetType":1,"viewCount":1243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558373161600192,"gmtCreate":1777353275755,"gmtModify":1777353278075,"author":{"id":"4209805946628540","authorId":"4209805946628540","name":"跟随平行","avatar":"https://static.tigerbbs.com/2f66695e83e62061b0237dbc6cc13bda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209805946628540","idStr":"4209805946628540"},"themes":[],"title":"","htmlText":"后面好好控费用、管现金流，公司发展会更健康。<a target=\"_blank\" href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$ </a>","listText":"后面好好控费用、管现金流，公司发展会更健康。<a target=\"_blank\" href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$ </a>","text":"后面好好控费用、管现金流，公司发展会更健康。$迈威生物-B(02493)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558373161600192","repostId":"558339487491888","repostType":1,"repost":{"id":558339487491888,"gmtCreate":1777345123140,"gmtModify":1777345137770,"author":{"id":"4129245819787500","authorId":"4129245819787500","name":"散人逍遥游","avatar":"https://static.tigerbbs.com/1e8d507ee499664325f52bd0df9a4f68","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129245819787500","idStr":"4129245819787500"},"themes":[],"title":"深交所：将迈威生物-B(02493)调入深港通下的港股通标的","htmlText":"因<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>在香港联合交易所有限公司上市不适用价格稳定期机制，且相应A股上市满10个交易日，根据《深圳证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整并自2026年04月28日起生效。 智通财经APP获悉，4月28日，深圳证券交易所发布《关于深港通下的港股通标的证券名单调整的公告》。因迈威生物-B（02493）在香港联合交易所有限公司上市不适用价格稳定期机制，且相应A股上市满10个交易日，根据《深圳证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整并自2026年04月28日起生效。 <a 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港元的价格，性价比真的很高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511322871574640","isVote":1,"tweetType":1,"viewCount":2591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504374855164456,"gmtCreate":1764166463564,"gmtModify":1764166466359,"author":{"id":"4209805946628540","authorId":"4209805946628540","name":"跟随平行","avatar":"https://static.tigerbbs.com/2f66695e83e62061b0237dbc6cc13bda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209805946628540","idStr":"4209805946628540"},"themes":[],"title":"","htmlText":"第三季度已经稳住了势头，第四季度要是能实现预期的交付量，那真的是再上一个台阶了。","listText":"第三季度已经稳住了势头，第四季度要是能实现预期的交付量，那真的是再上一个台阶了。","text":"第三季度已经稳住了势头，第四季度要是能实现预期的交付量，那真的是再上一个台阶了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504374855164456","repostId":"504359956370256","repostType":1,"repost":{"id":504359956370256,"gmtCreate":1764162961989,"gmtModify":1764164194301,"author":{"id":"4087602178931600","authorId":"4087602178931600","name":"杨不留行","avatar":"https://static.tigerbbs.com/eae974067125cf4a8b3fe37be4a5b81f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087602178931600","idStr":"4087602178931600"},"themes":[],"title":"估值修复的拂晓已至：蔚来三季度财报超预期，Q4营收指引领跑","htmlText":"2025年11月25日，蔚来公司（NYSE:NIO;HKEX:9866;SGX:NIO）公布了2025年第三季度财务报告，引起轩然大波，一度登上各平台热搜。 相信许多人还和我一样，沉浸在对新势力“内卷”的刻板印象中，但蔚来这份交付、营收、毛利率齐创历史新高的成绩单，把我拉回了现实。 我知道，那个我们熟悉的、充满战斗力的蔚来，不仅回来了，而且已经站上了新的起点。 看财报，交付87,071台，营收217.9亿，综合毛利率13.9%，整车毛利率14.7%，现金储备暴增近百亿至367亿……每一个数字，都在宣告“历史新高”。我认为，这不仅是一份超越预期的财报，更是蔚来从战略投入期迈向战略收获期的冲锋号。而那份登顶新势力榜首的Q4营收指引，正是这曲新乐章的最强音。 其价值重估的按钮已经被悄然按下。 经营健康度“三级跳”，蔚来已不再是当初的那个少年 我们知道，新能源车企的现金储备与现金流状况，始终是资本市场衡量其安全性的核心指标。蔚来Q3财报在这一维度的表现，无疑给投资者吃了颗定心丸——完美诠释了何为“高质量的增长”。 首先，三季度蔚来整车毛利率达到14.7%，综合毛利率达到13.9%，两项毛利水平都创下近三年新高，这一数据表明，蔚来在成本控制和产品结构优化方面取得了实质性进展。在激烈的市场竞争中，不仅守住了价格体系，更通过规模效应和精细化运营，显著提升了自身的“造血”能力。 经营杠杆效应已经开始显现。 同时需要注意的是，三季报中蔚来给出了四季度的交付及营收指引：预期四季度交付量120,000台-125,000台，四季度营收规模327.58亿元人民币-340.39亿元人民币，两项指引均为历史最高，其中营收指引位居新势力第一。 再看家底——现金储备。367亿元，一个季度净增近百亿。这笔雄厚的资金，是蔚来应对未来一切不确定性的底气，是其继续投入核心技术研发和全球化布局的“弹药库”，才能从容布","listText":"2025年11月25日，蔚来公司（NYSE:NIO;HKEX:9866;SGX:NIO）公布了2025年第三季度财务报告，引起轩然大波，一度登上各平台热搜。 相信许多人还和我一样，沉浸在对新势力“内卷”的刻板印象中，但蔚来这份交付、营收、毛利率齐创历史新高的成绩单，把我拉回了现实。 我知道，那个我们熟悉的、充满战斗力的蔚来，不仅回来了，而且已经站上了新的起点。 看财报，交付87,071台，营收217.9亿，综合毛利率13.9%，整车毛利率14.7%，现金储备暴增近百亿至367亿……每一个数字，都在宣告“历史新高”。我认为，这不仅是一份超越预期的财报，更是蔚来从战略投入期迈向战略收获期的冲锋号。而那份登顶新势力榜首的Q4营收指引，正是这曲新乐章的最强音。 其价值重估的按钮已经被悄然按下。 经营健康度“三级跳”，蔚来已不再是当初的那个少年 我们知道，新能源车企的现金储备与现金流状况，始终是资本市场衡量其安全性的核心指标。蔚来Q3财报在这一维度的表现，无疑给投资者吃了颗定心丸——完美诠释了何为“高质量的增长”。 首先，三季度蔚来整车毛利率达到14.7%，综合毛利率达到13.9%，两项毛利水平都创下近三年新高，这一数据表明，蔚来在成本控制和产品结构优化方面取得了实质性进展。在激烈的市场竞争中，不仅守住了价格体系，更通过规模效应和精细化运营，显著提升了自身的“造血”能力。 经营杠杆效应已经开始显现。 同时需要注意的是，三季报中蔚来给出了四季度的交付及营收指引：预期四季度交付量120,000台-125,000台，四季度营收规模327.58亿元人民币-340.39亿元人民币，两项指引均为历史最高，其中营收指引位居新势力第一。 再看家底——现金储备。367亿元，一个季度净增近百亿。这笔雄厚的资金，是蔚来应对未来一切不确定性的底气，是其继续投入核心技术研发和全球化布局的“弹药库”，才能从容布","text":"2025年11月25日，蔚来公司（NYSE:NIO;HKEX:9866;SGX:NIO）公布了2025年第三季度财务报告，引起轩然大波，一度登上各平台热搜。 相信许多人还和我一样，沉浸在对新势力“内卷”的刻板印象中，但蔚来这份交付、营收、毛利率齐创历史新高的成绩单，把我拉回了现实。 我知道，那个我们熟悉的、充满战斗力的蔚来，不仅回来了，而且已经站上了新的起点。 看财报，交付87,071台，营收217.9亿，综合毛利率13.9%，整车毛利率14.7%，现金储备暴增近百亿至367亿……每一个数字，都在宣告“历史新高”。我认为，这不仅是一份超越预期的财报，更是蔚来从战略投入期迈向战略收获期的冲锋号。而那份登顶新势力榜首的Q4营收指引，正是这曲新乐章的最强音。 其价值重估的按钮已经被悄然按下。 经营健康度“三级跳”，蔚来已不再是当初的那个少年 我们知道，新能源车企的现金储备与现金流状况，始终是资本市场衡量其安全性的核心指标。蔚来Q3财报在这一维度的表现，无疑给投资者吃了颗定心丸——完美诠释了何为“高质量的增长”。 首先，三季度蔚来整车毛利率达到14.7%，综合毛利率达到13.9%，两项毛利水平都创下近三年新高，这一数据表明，蔚来在成本控制和产品结构优化方面取得了实质性进展。在激烈的市场竞争中，不仅守住了价格体系，更通过规模效应和精细化运营，显著提升了自身的“造血”能力。 经营杠杆效应已经开始显现。 同时需要注意的是，三季报中蔚来给出了四季度的交付及营收指引：预期四季度交付量120,000台-125,000台，四季度营收规模327.58亿元人民币-340.39亿元人民币，两项指引均为历史最高，其中营收指引位居新势力第一。 再看家底——现金储备。367亿元，一个季度净增近百亿。这笔雄厚的资金，是蔚来应对未来一切不确定性的底气，是其继续投入核心技术研发和全球化布局的“弹药库”，才能从容布","images":[{"img":"https://static.tigerbbs.com/f2085a248a56d22ec08dfba25aa5d022","width":"843","height":"534"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504359956370256","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503893621457536,"gmtCreate":1764043157271,"gmtModify":1764043159470,"author":{"id":"4209805946628540","authorId":"4209805946628540","name":"跟随平行","avatar":"https://static.tigerbbs.com/2f66695e83e62061b0237dbc6cc13bda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209805946628540","idStr":"4209805946628540"},"themes":[],"title":"","htmlText":"上车咗嘅已经笑出声，止蚀位 1.2 蚊设好，等利润奔跑","listText":"上车咗嘅已经笑出声，止蚀位 1.2 蚊设好，等利润奔跑","text":"上车咗嘅已经笑出声，止蚀位 1.2 蚊设好，等利润奔跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503893621457536","repostId":"503881760903888","repostType":1,"repost":{"id":503881760903888,"gmtCreate":1764041080376,"gmtModify":1764041088347,"author":{"id":"3505879823026033","authorId":"3505879823026033","name":"美港探案","avatar":"https://static.tigerbbs.com/2dcdf6df0631226a8fb31297b66ebd1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3505879823026033","idStr":"3505879823026033"},"themes":[],"title":"德祥地产爆升70%！Web3转型真系有搞作？仲上车唔上？","htmlText":"各位股友！今日只最抢眼的股票一定系德祥地产(00199)！ 复牌即系狂飙72.6%，成交放大到近4600万。呢只唔系普普通通反弹，而系「地产+Web3」的王炸组合重出江湖，一定要拆解清楚！ 配股？根本系大佬入场的「利是」 今早公告话要畀瑞凯集团刘浩然配股1亿股，重点嚟喇！12个月禁售期：呢个叫短线走货？大佬肯锁仓一年，睇法肯定长线啦，拟委任执行董事：钱落袋，人都要落场，明显系深度绑定。 呢个唔系割韭菜，系瑞凯集团用真金白银投信任票！ Web3+地产=新故事，呢铺真系要破圈！ 今次集资6876万，关键词得一个：Web3生态系统公告讲明要「融入Web3生态系统，对传统地产业务策略性转型同升级」。 即系点？传统地产股估值有天花板，加埋Web3概念，即刻对标科技股，香港系Web3政策最friendly的地方，完全食正红利，由「起楼收租」变成「数字地产」，想象空间开到尽. 依家市场最缺咩？新故事！德祥呢招直接将估值模型由PE变市梦率，明嘅就明！ 技术+资金：主升浪先至开始啫！升72%但成交得4500万：货源极度归边，主力根本未出货股价1.18蚊，市值细：呢啲细价股，一郁就飞，弹性劲概念独家：港股正宗Web3地产股，应该值几钱？ 我睇法： 短期1.4蚊绝对唔系顶！呢轮最保守都系2-3倍空间起跳。第一目标2.5蚊，如果Web3业务落地理想，5蚊都唔系梦。 未上车的，咪心急追货，等回调1.15-1.5蚊区间分段入，已经上车的，攞住货，设止蚀位1.2蚊，等利润奔跑。 仓位：进取的唔好超过总仓20%，稳阵的10%以内。 德祥呢铺根本系「地产壳+科技魂」的经典重组。刘浩然同瑞凯集团入场，多半带住资源嚟。Web3转型虽然早，但正正系最好炒的阶段！ 结论：强力关注，逢低吸纳，等第二波主升浪！ <a href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$</a>","listText":"各位股友！今日只最抢眼的股票一定系德祥地产(00199)！ 复牌即系狂飙72.6%，成交放大到近4600万。呢只唔系普普通通反弹，而系「地产+Web3」的王炸组合重出江湖，一定要拆解清楚！ 配股？根本系大佬入场的「利是」 今早公告话要畀瑞凯集团刘浩然配股1亿股，重点嚟喇！12个月禁售期：呢个叫短线走货？大佬肯锁仓一年，睇法肯定长线啦，拟委任执行董事：钱落袋，人都要落场，明显系深度绑定。 呢个唔系割韭菜，系瑞凯集团用真金白银投信任票！ Web3+地产=新故事，呢铺真系要破圈！ 今次集资6876万，关键词得一个：Web3生态系统公告讲明要「融入Web3生态系统，对传统地产业务策略性转型同升级」。 即系点？传统地产股估值有天花板，加埋Web3概念，即刻对标科技股，香港系Web3政策最friendly的地方，完全食正红利，由「起楼收租」变成「数字地产」，想象空间开到尽. 依家市场最缺咩？新故事！德祥呢招直接将估值模型由PE变市梦率，明嘅就明！ 技术+资金：主升浪先至开始啫！升72%但成交得4500万：货源极度归边，主力根本未出货股价1.18蚊，市值细：呢啲细价股，一郁就飞，弹性劲概念独家：港股正宗Web3地产股，应该值几钱？ 我睇法： 短期1.4蚊绝对唔系顶！呢轮最保守都系2-3倍空间起跳。第一目标2.5蚊，如果Web3业务落地理想，5蚊都唔系梦。 未上车的，咪心急追货，等回调1.15-1.5蚊区间分段入，已经上车的，攞住货，设止蚀位1.2蚊，等利润奔跑。 仓位：进取的唔好超过总仓20%，稳阵的10%以内。 德祥呢铺根本系「地产壳+科技魂」的经典重组。刘浩然同瑞凯集团入场，多半带住资源嚟。Web3转型虽然早，但正正系最好炒的阶段！ 结论：强力关注，逢低吸纳，等第二波主升浪！ <a href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$</a>","text":"各位股友！今日只最抢眼的股票一定系德祥地产(00199)！ 复牌即系狂飙72.6%，成交放大到近4600万。呢只唔系普普通通反弹，而系「地产+Web3」的王炸组合重出江湖，一定要拆解清楚！ 配股？根本系大佬入场的「利是」 今早公告话要畀瑞凯集团刘浩然配股1亿股，重点嚟喇！12个月禁售期：呢个叫短线走货？大佬肯锁仓一年，睇法肯定长线啦，拟委任执行董事：钱落袋，人都要落场，明显系深度绑定。 呢个唔系割韭菜，系瑞凯集团用真金白银投信任票！ Web3+地产=新故事，呢铺真系要破圈！ 今次集资6876万，关键词得一个：Web3生态系统公告讲明要「融入Web3生态系统，对传统地产业务策略性转型同升级」。 即系点？传统地产股估值有天花板，加埋Web3概念，即刻对标科技股，香港系Web3政策最friendly的地方，完全食正红利，由「起楼收租」变成「数字地产」，想象空间开到尽. 依家市场最缺咩？新故事！德祥呢招直接将估值模型由PE变市梦率，明嘅就明！ 技术+资金：主升浪先至开始啫！升72%但成交得4500万：货源极度归边，主力根本未出货股价1.18蚊，市值细：呢啲细价股，一郁就飞，弹性劲概念独家：港股正宗Web3地产股，应该值几钱？ 我睇法： 短期1.4蚊绝对唔系顶！呢轮最保守都系2-3倍空间起跳。第一目标2.5蚊，如果Web3业务落地理想，5蚊都唔系梦。 未上车的，咪心急追货，等回调1.15-1.5蚊区间分段入，已经上车的，攞住货，设止蚀位1.2蚊，等利润奔跑。 仓位：进取的唔好超过总仓20%，稳阵的10%以内。 德祥呢铺根本系「地产壳+科技魂」的经典重组。刘浩然同瑞凯集团入场，多半带住资源嚟。Web3转型虽然早，但正正系最好炒的阶段！ 结论：强力关注，逢低吸纳，等第二波主升浪！ $德祥地产(00199)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503881760903888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497199114613496,"gmtCreate":1762409453954,"gmtModify":1762409456485,"author":{"id":"4209805946628540","authorId":"4209805946628540","name":"跟随平行","avatar":"https://static.tigerbbs.com/2f66695e83e62061b0237dbc6cc13bda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209805946628540","idStr":"4209805946628540"},"themes":[],"title":"","htmlText":"跟字节合作具身智能，还接入豆包大模型，汽车 + 机器人双主线，A 股这种标的很少见，后续估值有切换的可能","listText":"跟字节合作具身智能，还接入豆包大模型，汽车 + 机器人双主线，A 股这种标的很少见，后续估值有切换的可能","text":"跟字节合作具身智能，还接入豆包大模型，汽车 + 机器人双主线，A 股这种标的很少见，后续估值有切换的可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497199114613496","repostId":"497164319666176","repostType":1,"repost":{"id":497164319666176,"gmtCreate":1762400860883,"gmtModify":1762401860056,"author":{"id":"3538979157740005","authorId":"3538979157740005","name":"金融叁劍客","avatar":"https://static.tigerbbs.com/e3a768355efc361c844de67abc2d4a63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3538979157740005","idStr":"3538979157740005"},"themes":[],"title":"解码赛力斯：迄今规模最大的中国车企IPO","htmlText":"11月5日，赛力斯（9927.HK）正式登陆港交所主板，市值超2200亿港元，是迄今为止规模最大的中国车企IPO，也是2025年以来全球规模最大的车企IPO。 一个年销量刚刚突破40万辆的车企，凭什么获得如此惊人的估值？答案早已写在全球汽车产业的新估值逻辑里。 电动车时代，销量规模正在让位于科技潜力与成长潜力，成为新的估值锚点。最直观的例子是，特斯拉以科技股的估值体系引领全球车企，全球汽车销量冠军丰田集团，如今美股市值仅为特斯拉的17%。 而赛力斯，恰恰交出了一份符合新估值逻辑的高分答卷： 盈利能力经过验证：继特斯拉、比亚迪、理想之后，全球第四家实现盈利的新能源车企。2025年前三季度归母净利润53.12亿元，同比增长31.56%。 高端市场占据制高点：2025年三季度毛利率高达29.9%，超越特斯拉及BBA传统豪华品牌。上半年单车成交均价超40万元，其中问界M9和问界M8分别问鼎50万元级和40万元级市场销量冠军。 高研发投入：港股上市70%募资用于研发，强化自研能力，并前瞻性布局机器人等前沿领域。 全球化战略加速落地：首家“A+H”两地上市的豪华新能源车企，对接国际资本。2025年上半年，赛力斯境外营收同比增长145%，海外业务已成为毛利率最高的业务板块。 这些数字勾勒出赛力斯的竞争力轮廓，也解释了资本市场的热烈反应。 更重要的是，问界品牌的高端化布局，正通过扎实的产品力和服务力赢得用户信任。据杰兰路《2025年度上半年新能源汽车品牌健康度研究》，问界品牌获得2025年上半年品牌发展信心指数第一名，问界M9以85.2分位列新能源车型净推荐值NPS总榜第一名。 赛力斯的估值逻辑，是多重势能叠加的结果：背后有资本市场的信任加持，也有产品盈利模式的成熟验证，更有全球化与智能化布局带来的成长预期。本文将从资本信心、产品韧性与全球化三条主线，进一步拆解赛力斯的“估值底气”。 49","listText":"11月5日，赛力斯（9927.HK）正式登陆港交所主板，市值超2200亿港元，是迄今为止规模最大的中国车企IPO，也是2025年以来全球规模最大的车企IPO。 一个年销量刚刚突破40万辆的车企，凭什么获得如此惊人的估值？答案早已写在全球汽车产业的新估值逻辑里。 电动车时代，销量规模正在让位于科技潜力与成长潜力，成为新的估值锚点。最直观的例子是，特斯拉以科技股的估值体系引领全球车企，全球汽车销量冠军丰田集团，如今美股市值仅为特斯拉的17%。 而赛力斯，恰恰交出了一份符合新估值逻辑的高分答卷： 盈利能力经过验证：继特斯拉、比亚迪、理想之后，全球第四家实现盈利的新能源车企。2025年前三季度归母净利润53.12亿元，同比增长31.56%。 高端市场占据制高点：2025年三季度毛利率高达29.9%，超越特斯拉及BBA传统豪华品牌。上半年单车成交均价超40万元，其中问界M9和问界M8分别问鼎50万元级和40万元级市场销量冠军。 高研发投入：港股上市70%募资用于研发，强化自研能力，并前瞻性布局机器人等前沿领域。 全球化战略加速落地：首家“A+H”两地上市的豪华新能源车企，对接国际资本。2025年上半年，赛力斯境外营收同比增长145%，海外业务已成为毛利率最高的业务板块。 这些数字勾勒出赛力斯的竞争力轮廓，也解释了资本市场的热烈反应。 更重要的是，问界品牌的高端化布局，正通过扎实的产品力和服务力赢得用户信任。据杰兰路《2025年度上半年新能源汽车品牌健康度研究》，问界品牌获得2025年上半年品牌发展信心指数第一名，问界M9以85.2分位列新能源车型净推荐值NPS总榜第一名。 赛力斯的估值逻辑，是多重势能叠加的结果：背后有资本市场的信任加持，也有产品盈利模式的成熟验证，更有全球化与智能化布局带来的成长预期。本文将从资本信心、产品韧性与全球化三条主线，进一步拆解赛力斯的“估值底气”。 49","text":"11月5日，赛力斯（9927.HK）正式登陆港交所主板，市值超2200亿港元，是迄今为止规模最大的中国车企IPO，也是2025年以来全球规模最大的车企IPO。 一个年销量刚刚突破40万辆的车企，凭什么获得如此惊人的估值？答案早已写在全球汽车产业的新估值逻辑里。 电动车时代，销量规模正在让位于科技潜力与成长潜力，成为新的估值锚点。最直观的例子是，特斯拉以科技股的估值体系引领全球车企，全球汽车销量冠军丰田集团，如今美股市值仅为特斯拉的17%。 而赛力斯，恰恰交出了一份符合新估值逻辑的高分答卷： 盈利能力经过验证：继特斯拉、比亚迪、理想之后，全球第四家实现盈利的新能源车企。2025年前三季度归母净利润53.12亿元，同比增长31.56%。 高端市场占据制高点：2025年三季度毛利率高达29.9%，超越特斯拉及BBA传统豪华品牌。上半年单车成交均价超40万元，其中问界M9和问界M8分别问鼎50万元级和40万元级市场销量冠军。 高研发投入：港股上市70%募资用于研发，强化自研能力，并前瞻性布局机器人等前沿领域。 全球化战略加速落地：首家“A+H”两地上市的豪华新能源车企，对接国际资本。2025年上半年，赛力斯境外营收同比增长145%，海外业务已成为毛利率最高的业务板块。 这些数字勾勒出赛力斯的竞争力轮廓，也解释了资本市场的热烈反应。 更重要的是，问界品牌的高端化布局，正通过扎实的产品力和服务力赢得用户信任。据杰兰路《2025年度上半年新能源汽车品牌健康度研究》，问界品牌获得2025年上半年品牌发展信心指数第一名，问界M9以85.2分位列新能源车型净推荐值NPS总榜第一名。 赛力斯的估值逻辑，是多重势能叠加的结果：背后有资本市场的信任加持，也有产品盈利模式的成熟验证，更有全球化与智能化布局带来的成长预期。本文将从资本信心、产品韧性与全球化三条主线，进一步拆解赛力斯的“估值底气”。 49","images":[{"img":"https://static.tigerbbs.com/6e709119b91f77974c73da7866f0db4c","width":"1080","height":"606"},{"img":"https://static.tigerbbs.com/dda5372982070ffbc796156bd92433f8","width":"1080","height":"178"},{"img":"https://static.tigerbbs.com/6e3afde98704ccd644b16d62a551ba75","width":"910","height":"605"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497164319666176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479569514840968,"gmtCreate":1758093439007,"gmtModify":1758093440957,"author":{"id":"4209805946628540","authorId":"4209805946628540","name":"跟随平行","avatar":"https://static.tigerbbs.com/2f66695e83e62061b0237dbc6cc13bda","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209805946628540","idStr":"4209805946628540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$</a> 今海的“硬件+软件+数据”的健康管理生态，要是能像苹果的HealthKit一样凭生态绑定用户就好了！","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$</a> 今海的“硬件+软件+数据”的健康管理生态，要是能像苹果的HealthKit一样凭生态绑定用户就好了！","text":"$今海医疗科技(02225)$ 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