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韭菜星

韭菜星

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2025-06-06

$地平线机器人-W(09660)$ L2平权刚需爆发，10万级车也要智驾，地平线吃透性价比市场，空间才打开

2025-11-13

$地平线机器人-W(09660)$地量见地价，虽然难熬，但往往是转机的前兆

04-02

$车车科技(CCG)$ 首次盈利！今天财报一出，我终于可以扬眉吐气了！

03-26

$晶科电子股份(02551)$ 布局第三代半导体有什么实质性的帮助吗

01-29

$极智嘉-W(02590)$ 大摩产业链调研后表示，中国人形机器人行业领先者与落后者之间的差距正在迅速扩大，首轮行业洗牌即将到来。具备技术实力和量产能力的核心零部件供应商将在这轮产业化浪潮中占据主导地位。随着2026年行业出货量实现数倍增长，具备先发优势的供应商将获得显著的市场份额和定价权。那我极智嘉是不是可以起飞了？那几个机器人谁比得过极智嘉啊

01-19

$极智嘉-W(02590)$ 这走势，像极了当年的宁德时代，在行业爆发前夜总是反复磨人。

01-08

$天数智芯(09903)$ $恒生科技指数(HSTECH)$ 科技股还是要关注市场发展和研发技术的迭代，目前天数的客户在290个，技术方面：全面适配国内外主流 AI 生态，解决了使用难、迁移成本高的行业痛点，并开发我国首个通用计算应用开发及测评平台，加之财务方面是健康、向上的，中签的可以在等等年报。

2025-12-16

$智汇矿业(02546)$ 打新三次了，希望这次能中

2025-12-04

$极智嘉-W(02590)$大客户的持续复购和合作深化，会带来非常稳定的增长预期，盈利拐点+行业封口，持仓不动先

2025-11-25

目标价 2.5 蚊？落地 Web3 业务嘅话，5 蚊都有机会㖞

@美港探案:德祥地产爆升70%！Web3转型真系有搞作？仲上车唔上？

去老虎APP查看更多动态

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这走势，像极了当年的宁德时代，在行业爆发前夜总是反复磨人。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523432847728720","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519413353931992,"gmtCreate":1767839188045,"gmtModify":1767839190201,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806045628610","authorIdStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> 科技股还是要关注市场发展和研发技术的迭代，目前天数的客户在290个 ，技术方面：全面适配国内外主流 AI 生态，解决了使用难、迁移成本高 的行业痛点，并开发我国首个通用计算应用开发及测评平台，加之财务方面是健康、向上的，中签的可以在等等年报。","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> 科技股还是要关注市场发展和研发技术的迭代，目前天数的客户在290个 ，技术方面：全面适配国内外主流 AI 生态，解决了使用难、迁移成本高 的行业痛点，并开发我国首个通用计算应用开发及测评平台，加之财务方面是健康、向上的，中签的可以在等等年报。","text":"$天数智芯(09903)$ $恒生科技指数(HSTECH)$ 科技股还是要关注市场发展和研发技术的迭代，目前天数的客户在290个 ，技术方面：全面适配国内外主流 AI 生态，解决了使用难、迁移成本高 的行业痛点，并开发我国首个通用计算应用开发及测评平台，加之财务方面是健康、向上的，中签的可以在等等年报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519413353931992","isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511324088263080,"gmtCreate":1765861877366,"gmtModify":1765861879009,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806045628610","authorIdStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a> 打新三次了，希望这次能中","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a> 打新三次了，希望这次能中","text":"$智汇矿业(02546)$ 打新三次了，希望这次能中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511324088263080","isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507087159661144,"gmtCreate":1764831178915,"gmtModify":1764831181101,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806045628610","authorIdStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>大客户的持续复购和合作深化，会带来非常稳定的增长预期，盈利拐点+行业封口，持仓不动先","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>大客户的持续复购和合作深化，会带来非常稳定的增长预期，盈利拐点+行业封口，持仓不动先","text":"$极智嘉-W(02590)$大客户的持续复购和合作深化，会带来非常稳定的增长预期，盈利拐点+行业封口，持仓不动先","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507087159661144","isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503890458730600,"gmtCreate":1764043226934,"gmtModify":1764043229245,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806045628610","authorIdStr":"4209806045628610"},"themes":[],"title":"","htmlText":"目标价 2.5 蚊？落地 Web3 业务嘅话，5 蚊都有机会㖞","listText":"目标价 2.5 蚊？落地 Web3 业务嘅话，5 蚊都有机会㖞","text":"目标价 2.5 蚊？落地 Web3 业务嘅话，5 蚊都有机会㖞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503890458730600","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,"idStr":"3505879823026033","authorIdStr":"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！ 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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地量见地价，虽然难熬，但往往是转机的前兆","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地量见地价，虽然难熬，但往往是转机的前兆","text":"$地平线机器人-W(09660)$地量见地价，虽然难熬，但往往是转机的前兆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499606237700840","isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499605411520864,"gmtCreate":1762999100809,"gmtModify":1762999291045,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806045628610","authorIdStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 割草机器人、四足狗这些场景都开始用禾赛的激光雷达了，落地速度比想象中快，应用场景越铺越开，我更看好未来的业绩增长。","listText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 割草机器人、四足狗这些场景都开始用禾赛的激光雷达了，落地速度比想象中快，应用场景越铺越开，我更看好未来的业绩增长。","text":"$禾赛-W(02525)$ $禾赛(HSAI)$ 割草机器人、四足狗这些场景都开始用禾赛的激光雷达了，落地速度比想象中快，应用场景越铺越开，我更看好未来的业绩增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499605411520864","isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497198343508824,"gmtCreate":1762409477253,"gmtModify":1762409479673,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806045628610","authorIdStr":"4209806045628610"},"themes":[],"title":"","htmlText":"综合毛利率快 29%，产品结构一直在升级，赚钱能力越来越强，股价没理由不跟上。","listText":"综合毛利率快 29%，产品结构一直在升级，赚钱能力越来越强，股价没理由不跟上。","text":"综合毛利率快 29%，产品结构一直在升级，赚钱能力越来越强，股价没理由不跟上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497198343508824","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":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3538979157740005","authorIdStr":"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":1742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494394819027304,"gmtCreate":1761719975375,"gmtModify":1761719977807,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806045628610","authorIdStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 豪华基石阵容护盘，20多家大佬机构做基石，直接把近一半的份额锁定了，盘子小机会很大","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 豪华基石阵容护盘，20多家大佬机构做基石，直接把近一半的份额锁定了，盘子小机会很大","text":"$赛力斯(601127)$ 豪华基石阵容护盘，20多家大佬机构做基石，直接把近一半的份额锁定了，盘子小机会很大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494394819027304","isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489393564344376,"gmtCreate":1760508213155,"gmtModify":1761526092667,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806045628610","authorIdStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 市场好起来了，最起码情绪端不会拖后腿了","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 市场好起来了，最起码情绪端不会拖后腿了","text":"$赛力斯(601127)$ $赛力斯(09927)$ 市场好起来了，最起码情绪端不会拖后腿了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489393564344376","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477020277022944,"gmtCreate":1757482351000,"gmtModify":1757482352782,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806045628610","authorIdStr":"4209806045628610"},"themes":[],"title":"","htmlText":"嗯，一直在磨","listText":"嗯，一直在磨","text":"嗯，一直在磨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477020277022944","repostId":"476991010644344","repostType":1,"repost":{"id":476991010644344,"gmtCreate":1757475541780,"gmtModify":1757478265476,"author":{"id":"4144390394171090","authorId":"4144390394171090","name":"博尔投资笔记","avatar":"https://static.tigerbbs.com/f88f8405cf254d0b7f6316a9c2ca60d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144390394171090","authorIdStr":"4144390394171090"},"themes":[],"title":"极智嘉机器人系统助力西门子上海工厂让存储空间提升300％","htmlText":"近日，中国西门子公司旗下位于上海的中压开关设备工厂，通过部署极智嘉（Geek+）的机器人系统，将仓储空间提升了300%，拣选效率提升150%，库存准确率达到99.99%，成为离散制造领域智能仓储转型的新样板。 极智嘉是全球领先的仓储自动化技术企业，双方合作已逾五年。此次合作成果斐然，极智嘉打造了全球首个覆盖收货、分拣、上架、拣选及配送全流程的机器人主导智能仓库，实现完全数字化仓储体系。该项目不仅提升效率，更树立了离散制造领域精益数字化的新标杆。 “赢得未来不仅要有远见，更要及早行动。”中国西门子公司智慧基础设施集团电气与自动化事业部财务总监舒长虹如此说道。自2019年起，双方克服了“现有方案缺位”与“生产不中断”的难题，在原有生产体系基础上逐步构建差异化智能物流解决方案。 作为西门子全球供应链核心节点之一，上海工厂需处理从大型钢结构到细微电子元器件数十万种SKU，手工处理过程难以应对高定制、高响应的需求。因此，极智嘉提供“机器人矩阵+系统协同”的新思路，调动超过100台不同类型的机器人协同作业，打通从收货、检验、上架、存储、拣选到送线、配送的全流程，构建起物料高效流转和管理的智能系统。机器人类型包括货架拣选机器人P800、托盘拣选机器人RS8、小型货箱机器人P40、存储机器人X1200、智能运输机器人MP1000R以及自动叉车F12ML。 机器人集群与西门子本地的WMS、MES和SAP系统深度融合，形成上游供应商与生产线的“全流程协作生态”：实现实时数据交换、准时化补货、缩短库存周转时间与提升响应速度。系统将生产信号转化为精准物流动作，极大减少人为误差并提升配送准确性。 在仓库空间管理方面，极智嘉实施“动态货位分区”策略：将小件设在6.9米高的小件夹层；中件存于四向穿梭货架；大件或异形件置于钢平台，由货架机器人处理。这种空间重构使小件占地减少60%，整体存储容量在同面积基础","listText":"近日，中国西门子公司旗下位于上海的中压开关设备工厂，通过部署极智嘉（Geek+）的机器人系统，将仓储空间提升了300%，拣选效率提升150%，库存准确率达到99.99%，成为离散制造领域智能仓储转型的新样板。 极智嘉是全球领先的仓储自动化技术企业，双方合作已逾五年。此次合作成果斐然，极智嘉打造了全球首个覆盖收货、分拣、上架、拣选及配送全流程的机器人主导智能仓库，实现完全数字化仓储体系。该项目不仅提升效率，更树立了离散制造领域精益数字化的新标杆。 “赢得未来不仅要有远见，更要及早行动。”中国西门子公司智慧基础设施集团电气与自动化事业部财务总监舒长虹如此说道。自2019年起，双方克服了“现有方案缺位”与“生产不中断”的难题，在原有生产体系基础上逐步构建差异化智能物流解决方案。 作为西门子全球供应链核心节点之一，上海工厂需处理从大型钢结构到细微电子元器件数十万种SKU，手工处理过程难以应对高定制、高响应的需求。因此，极智嘉提供“机器人矩阵+系统协同”的新思路，调动超过100台不同类型的机器人协同作业，打通从收货、检验、上架、存储、拣选到送线、配送的全流程，构建起物料高效流转和管理的智能系统。机器人类型包括货架拣选机器人P800、托盘拣选机器人RS8、小型货箱机器人P40、存储机器人X1200、智能运输机器人MP1000R以及自动叉车F12ML。 机器人集群与西门子本地的WMS、MES和SAP系统深度融合，形成上游供应商与生产线的“全流程协作生态”：实现实时数据交换、准时化补货、缩短库存周转时间与提升响应速度。系统将生产信号转化为精准物流动作，极大减少人为误差并提升配送准确性。 在仓库空间管理方面，极智嘉实施“动态货位分区”策略：将小件设在6.9米高的小件夹层；中件存于四向穿梭货架；大件或异形件置于钢平台，由货架机器人处理。这种空间重构使小件占地减少60%，整体存储容量在同面积基础","text":"近日，中国西门子公司旗下位于上海的中压开关设备工厂，通过部署极智嘉（Geek+）的机器人系统，将仓储空间提升了300%，拣选效率提升150%，库存准确率达到99.99%，成为离散制造领域智能仓储转型的新样板。 极智嘉是全球领先的仓储自动化技术企业，双方合作已逾五年。此次合作成果斐然，极智嘉打造了全球首个覆盖收货、分拣、上架、拣选及配送全流程的机器人主导智能仓库，实现完全数字化仓储体系。该项目不仅提升效率，更树立了离散制造领域精益数字化的新标杆。 “赢得未来不仅要有远见，更要及早行动。”中国西门子公司智慧基础设施集团电气与自动化事业部财务总监舒长虹如此说道。自2019年起，双方克服了“现有方案缺位”与“生产不中断”的难题，在原有生产体系基础上逐步构建差异化智能物流解决方案。 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这走势，像极了当年的宁德时代，在行业爆发前夜总是反复磨人。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523432847728720","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519413353931992,"gmtCreate":1767839188045,"gmtModify":1767839190201,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806045628610","idStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> 科技股还是要关注市场发展和研发技术的迭代，目前天数的客户在290个 ，技术方面：全面适配国内外主流 AI 生态，解决了使用难、迁移成本高 的行业痛点，并开发我国首个通用计算应用开发及测评平台，加之财务方面是健康、向上的，中签的可以在等等年报。","listText":"<a 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的行业痛点，并开发我国首个通用计算应用开发及测评平台，加之财务方面是健康、向上的，中签的可以在等等年报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519413353931992","isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511324088263080,"gmtCreate":1765861877366,"gmtModify":1765861879009,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806045628610","idStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a> 打新三次了，希望这次能中","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a> 打新三次了，希望这次能中","text":"$智汇矿业(02546)$ 打新三次了，希望这次能中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511324088263080","isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507087159661144,"gmtCreate":1764831178915,"gmtModify":1764831181101,"author":{"id":"4209806045628610","authorId":"4209806045628610","name":"韭菜星","avatar":"https://static.tigerbbs.com/19e80b668be9add65e1b0f32ba99c668","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806045628610","idStr":"4209806045628610"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>大客户的持续复购和合作深化，会带来非常稳定的增长预期，盈利拐点+行业封口，持仓不动先","listText":"<a 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蚊都有机会㖞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503890458730600","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。 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