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虎哥财记

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11-03

天数智芯前十月芯片累计出货量超过8万片

天数智芯(09903.HK)公告，截至2026年10月31日止十个月，集团芯片累计出货量超过8万片，体现集团业务持续稳步推进。董事会对集团的日常营运、业务发展及产品长期发展前景充满信心。未来，集团将继续立足自身技术优势，积极推进产品迭代与商业化进程，把握人工智能及国产算力产业发展机遇，持续提升产品竞争力及市场地位。 $天数智芯(09903)$ @爱发红包的虎妞

天数智芯前十月芯片累计出货量超过8万片

10-22

$希音-W(00625)$ 港股这环境，慢慢看

@王五仕:$希音-W(00625)$海外仓在铺，本地化履约在推。短期看是成本，长期看是壁垒

10-30

$希音-W(00625)$跨境电商往后拼的是什么？我认为还是供应链、海外仓和本地化履约。希音的小单快返是基本盘，仓储和平台服务决定增量。这个方向如果持续兑现，市场确实有必要重新审视它该按什么公司定价

10-29

$希音-W(00625)$波动率明显变小了。说明抛压在减轻，大环境不好的情况下，资金都在观望

10-29

酒店机器人这赛道没毛病$云迹(新)(02670)$

10-20

大盘一波动，这票跟着来回震荡，等这波恐慌盘杀完再说$云迹(新)(02670)$

10-28

$HASHKEY HLDGS(03887)$ 没啥大不了的，再不济还是可以全身而退的

09:51

具身智能标准一实施，后面拼的是数据和场景，瑞为机场这块倒是现成的$瑞为技术(07656)$

@散人逍遥游:$瑞为技术(07656)$和上实合作搞加速器，出海资源确实能搭上线，但概念听听就好，关键还得看后面能不能落到具体项目和订单上

11-05 16:00

$希音-W(00625)$这种蓄势的姿态，反而让人对后续多了一分期待

11-04 10:51

$金嗓子(06896)$品牌价值一百多亿，市值才十四亿。这个折价，拿着不难受

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>差不多了，快v上去","text":"$山高控股(00412)$差不多了，快v上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625353785840376","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625278511449576,"gmtCreate":1793671091522,"gmtModify":1793671095442,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4254720394164342","idStr":"4254720394164342"},"themes":[],"title":"天数智芯前十月芯片累计出货量超过8万片","htmlText":"天数智芯(09903.HK)公告，截至2026年10月31日止十个月，集团芯片累计出货量超过8万片，体现集团业务持续稳步推进。 董事会对集团的日常营运、业务发展及产品长期发展前景充满信心。未来，集团将继续立足自身技术优势，积极推进产品迭代与商业化进程，把握人工智能及国产算力产业发展机遇，持续提升产品竞争力及市场地位。 <a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>","listText":"天数智芯(09903.HK)公告，截至2026年10月31日止十个月，集团芯片累计出货量超过8万片，体现集团业务持续稳步推进。 董事会对集团的日常营运、业务发展及产品长期发展前景充满信心。未来，集团将继续立足自身技术优势，积极推进产品迭代与商业化进程，把握人工智能及国产算力产业发展机遇，持续提升产品竞争力及市场地位。 <a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>","text":"天数智芯(09903.HK)公告，截至2026年10月31日止十个月，集团芯片累计出货量超过8万片，体现集团业务持续稳步推进。 董事会对集团的日常营运、业务发展及产品长期发展前景充满信心。未来，集团将继续立足自身技术优势，积极推进产品迭代与商业化进程，把握人工智能及国产算力产业发展机遇，持续提升产品竞争力及市场地位。 $天数智芯(09903)$ @爱发红包的虎妞","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/625278511449576","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4248929207225400","authorId":"4248929207225400","name":"蕊哥笔记","avatar":"https://static.tigerbbs.com/8330b4634bc24336222132df33e27fc6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4248929207225400","idStr":"4248929207225400"},"content":"资金今天摆明了在回避高波动科技，只能等风格轮回来$天数智芯(09903)$","text":"资金今天摆明了在回避高波动科技，只能等风格轮回来$天数智芯(09903)$","html":"资金今天摆明了在回避高波动科技，只能等风格轮回来$天数智芯(09903)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625276445433976,"gmtCreate":1793670613468,"gmtModify":1793672915993,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4254720394164342","idStr":"4254720394164342"},"themes":[],"title":"华勤技术(603296)季报点评：超节点业务步入放量期，业绩增速逐季加快","htmlText":"投资要点： 公司发布三季报：2026年前3季度，公司收入1660.14亿元，同比增长28.81%；公司净利润43.23亿元，同比增长39.53%；扣非净利润28.63亿元，同比增长15.48%，每股收益2.95元。 第三季度，公司收入722.95亿元，同比增长60.86%；净利润13.24亿元，同比增长9.43%；扣非净利润11.87亿元，同比增长22.39%。 公司在2025年完成了“3+N+3”智能产品大平台战略的升级，形成了多维度、梯队化的稳健业务布局。从公司的四大业务表现来看： 计算及数据：包括了个人电脑（计算）和数据中心（数据）两个方向。个人电脑领域涵盖了笔记本电脑、一体机、台式机、打印机及电脑周边配件等。数据中心业务中，公司构建了AI服务器、通用服务器、交换机、超节点整机柜等全栈式产品组合，是各大CSP客户的核心供应商。前3季度该业务收入827.06亿元，同比增长39%。Q3数据业务收入224.56亿元，同比增速高达228%，下半年实现了同比、环比的双高速增长，其中超节点产品收入61.91亿元，呈现爆发式增长，Q3进入批量交付阶段。公司笔记本电脑业务在行业整体承压的背景下，实现了出货量和营收的双增长。 移动终端产品：以手机、平板电脑、智能穿戴（智能手表、智能手环、无线耳机、头戴耳机等）3大核心产品，稳居行业龙头地位，平板电脑更是位居ODM领域全球份额第一。前3季度该业务收入687.84亿元，同比增长15.6%。手机业务在行业整体承压的背景下，保持了收入的增长。 AIoT：公司产品涵盖了智能家居、XR、游戏等新兴智能硬件产品，包括 IPCamera、智能音箱、游戏掌机、电子相框、XR等各类细分产品，是泛AIoT场景产品最为丰富的ODM厂商之一。前3季度该业务收入91.96亿元，同比增长68.4%，实现稳健高增。 创新业务：主要包括了汽车电子、机器人、智慧软件业务。","listText":"投资要点： 公司发布三季报：2026年前3季度，公司收入1660.14亿元，同比增长28.81%；公司净利润43.23亿元，同比增长39.53%；扣非净利润28.63亿元，同比增长15.48%，每股收益2.95元。 第三季度，公司收入722.95亿元，同比增长60.86%；净利润13.24亿元，同比增长9.43%；扣非净利润11.87亿元，同比增长22.39%。 公司在2025年完成了“3+N+3”智能产品大平台战略的升级，形成了多维度、梯队化的稳健业务布局。从公司的四大业务表现来看： 计算及数据：包括了个人电脑（计算）和数据中心（数据）两个方向。个人电脑领域涵盖了笔记本电脑、一体机、台式机、打印机及电脑周边配件等。数据中心业务中，公司构建了AI服务器、通用服务器、交换机、超节点整机柜等全栈式产品组合，是各大CSP客户的核心供应商。前3季度该业务收入827.06亿元，同比增长39%。Q3数据业务收入224.56亿元，同比增速高达228%，下半年实现了同比、环比的双高速增长，其中超节点产品收入61.91亿元，呈现爆发式增长，Q3进入批量交付阶段。公司笔记本电脑业务在行业整体承压的背景下，实现了出货量和营收的双增长。 移动终端产品：以手机、平板电脑、智能穿戴（智能手表、智能手环、无线耳机、头戴耳机等）3大核心产品，稳居行业龙头地位，平板电脑更是位居ODM领域全球份额第一。前3季度该业务收入687.84亿元，同比增长15.6%。手机业务在行业整体承压的背景下，保持了收入的增长。 AIoT：公司产品涵盖了智能家居、XR、游戏等新兴智能硬件产品，包括 IPCamera、智能音箱、游戏掌机、电子相框、XR等各类细分产品，是泛AIoT场景产品最为丰富的ODM厂商之一。前3季度该业务收入91.96亿元，同比增长68.4%，实现稳健高增。 创新业务：主要包括了汽车电子、机器人、智慧软件业务。","text":"投资要点： 公司发布三季报：2026年前3季度，公司收入1660.14亿元，同比增长28.81%；公司净利润43.23亿元，同比增长39.53%；扣非净利润28.63亿元，同比增长15.48%，每股收益2.95元。 第三季度，公司收入722.95亿元，同比增长60.86%；净利润13.24亿元，同比增长9.43%；扣非净利润11.87亿元，同比增长22.39%。 公司在2025年完成了“3+N+3”智能产品大平台战略的升级，形成了多维度、梯队化的稳健业务布局。从公司的四大业务表现来看： 计算及数据：包括了个人电脑（计算）和数据中心（数据）两个方向。个人电脑领域涵盖了笔记本电脑、一体机、台式机、打印机及电脑周边配件等。数据中心业务中，公司构建了AI服务器、通用服务器、交换机、超节点整机柜等全栈式产品组合，是各大CSP客户的核心供应商。前3季度该业务收入827.06亿元，同比增长39%。Q3数据业务收入224.56亿元，同比增速高达228%，下半年实现了同比、环比的双高速增长，其中超节点产品收入61.91亿元，呈现爆发式增长，Q3进入批量交付阶段。公司笔记本电脑业务在行业整体承压的背景下，实现了出货量和营收的双增长。 移动终端产品：以手机、平板电脑、智能穿戴（智能手表、智能手环、无线耳机、头戴耳机等）3大核心产品，稳居行业龙头地位，平板电脑更是位居ODM领域全球份额第一。前3季度该业务收入687.84亿元，同比增长15.6%。手机业务在行业整体承压的背景下，保持了收入的增长。 AIoT：公司产品涵盖了智能家居、XR、游戏等新兴智能硬件产品，包括 IPCamera、智能音箱、游戏掌机、电子相框、XR等各类细分产品，是泛AIoT场景产品最为丰富的ODM厂商之一。前3季度该业务收入91.96亿元，同比增长68.4%，实现稳健高增。 创新业务：主要包括了汽车电子、机器人、智慧软件业务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625276445433976","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623943712072728,"gmtCreate":1793345146225,"gmtModify":1793345148430,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4254720394164342","idStr":"4254720394164342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02586\">$多点数智(02586)$</a>又到收盘了，这种日子还得熬一阵子，习惯了","listText":"<a href=\"https://laohu8.com/S/02586\">$多点数智(02586)$</a>又到收盘了，这种日子还得熬一阵子，习惯了","text":"$多点数智(02586)$又到收盘了，这种日子还得熬一阵子，习惯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623943712072728","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623942944030992,"gmtCreate":1793345017225,"gmtModify":1793345019934,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4254720394164342","idStr":"4254720394164342"},"themes":[],"title":"","htmlText":"AI往端侧和推理走，开源灵活的架构就有想象空间。我买奕斯伟计算这种RISC-V票图的是这条线，不盼天天脉冲，想看它随应用增加慢慢抬重心<a target=\"_blank\" href=\"https://laohu8.com/S/01256\">$奕斯伟计算(01256)$ </a>","listText":"AI往端侧和推理走，开源灵活的架构就有想象空间。我买奕斯伟计算这种RISC-V票图的是这条线，不盼天天脉冲，想看它随应用增加慢慢抬重心<a target=\"_blank\" href=\"https://laohu8.com/S/01256\">$奕斯伟计算(01256)$ </a>","text":"AI往端侧和推理走，开源灵活的架构就有想象空间。我买奕斯伟计算这种RISC-V票图的是这条线，不盼天天脉冲，想看它随应用增加慢慢抬重心$奕斯伟计算(01256)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623942944030992","repostId":"623923469591576","repostType":1,"repost":{"id":623923469591576,"gmtCreate":1793340204213,"gmtModify":1793342146058,"author":{"id":"4236316359932360","authorId":"4236316359932360","name":"投财风向标","avatar":"https://static.tigerbbs.com/ccc9e7c1de8252962e33b678c194b801","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4236316359932360","idStr":"4236316359932360"},"themes":[],"title":"‌王东升见证！奕斯伟计算、SiFive，签约！","htmlText":"奕斯伟计算与SiFive签署黄金合作伙伴联盟MOU&nbsp; 深化RISC-V + AI技术与产业生态合作 近日，奕斯伟计算与国际知名的RISC-V处理器&nbsp;IP&nbsp;企业SiFive正式签署黄金合作伙伴联盟备忘录（Gold Partner Alliance Memorandum of Understanding）。本次合作是 RISC-V 产业发展进程中的重要里程碑，实现了产业链两大核心领导者的强强联合。 SiFive具备RISC-V底层架构与内核技术创新优势，奕斯伟计算拥有行业领先的RISC-V产品落地与商业化能力。双方优势互补，预期将展开合作，加速 RISC-V 架构从智能边缘到数据中心基础设施及 Agentic 应用的产业化与规模化落地。双方计划在既有合作基础上，将合作从边缘 AI 进一步拓展至 Agentic AI 等应用领域。此次签约也是奕斯伟计算登陆港股后推进的一项重要国际产业合作。 SiFive由RISC‑V指令集架构创始团队成员创立，是全球商用 RISC-V 处理器内核领域的标杆企业，推动RISC‑V内核在边缘、服务器和AI场景落地。双方拥有深厚的长期合作基础，奕斯伟计算EIC7700 SoC 已用于 SiFive 旗舰开发板 HiFive Premier P550，面向全球开发者提供高性能 RISC‑V 硬件平台，并已实现规模化推向市场，验证了双方技术协同的落地能力。 双方将共同挖掘对未来低功耗、高性能AI解决方案的需求，包括满足Agentic AI等应用场景的需求。同时，结合客户不同的集成诉求，探索多层级 RISC-V 产品方案，共同推动 RISC-V 生态建设。 作为RISC-V芯片产品提供商，奕斯伟计算将持续联合全球产业伙伴推进RISC‑V芯片产品与方案的落地。此次与 SiFive 升级为黄金伙伴联盟关系，将进一步深化双方在更多领域","listText":"奕斯伟计算与SiFive签署黄金合作伙伴联盟MOU&nbsp; 深化RISC-V + AI技术与产业生态合作 近日，奕斯伟计算与国际知名的RISC-V处理器&nbsp;IP&nbsp;企业SiFive正式签署黄金合作伙伴联盟备忘录（Gold Partner Alliance Memorandum of Understanding）。本次合作是 RISC-V 产业发展进程中的重要里程碑，实现了产业链两大核心领导者的强强联合。 SiFive具备RISC-V底层架构与内核技术创新优势，奕斯伟计算拥有行业领先的RISC-V产品落地与商业化能力。双方优势互补，预期将展开合作，加速 RISC-V 架构从智能边缘到数据中心基础设施及 Agentic 应用的产业化与规模化落地。双方计划在既有合作基础上，将合作从边缘 AI 进一步拓展至 Agentic AI 等应用领域。此次签约也是奕斯伟计算登陆港股后推进的一项重要国际产业合作。 SiFive由RISC‑V指令集架构创始团队成员创立，是全球商用 RISC-V 处理器内核领域的标杆企业，推动RISC‑V内核在边缘、服务器和AI场景落地。双方拥有深厚的长期合作基础，奕斯伟计算EIC7700 SoC 已用于 SiFive 旗舰开发板 HiFive Premier P550，面向全球开发者提供高性能 RISC‑V 硬件平台，并已实现规模化推向市场，验证了双方技术协同的落地能力。 双方将共同挖掘对未来低功耗、高性能AI解决方案的需求，包括满足Agentic AI等应用场景的需求。同时，结合客户不同的集成诉求，探索多层级 RISC-V 产品方案，共同推动 RISC-V 生态建设。 作为RISC-V芯片产品提供商，奕斯伟计算将持续联合全球产业伙伴推进RISC‑V芯片产品与方案的落地。此次与 SiFive 升级为黄金伙伴联盟关系，将进一步深化双方在更多领域","text":"奕斯伟计算与SiFive签署黄金合作伙伴联盟MOU 深化RISC-V + AI技术与产业生态合作 近日，奕斯伟计算与国际知名的RISC-V处理器 IP 企业SiFive正式签署黄金合作伙伴联盟备忘录（Gold Partner Alliance Memorandum of Understanding）。本次合作是 RISC-V 产业发展进程中的重要里程碑，实现了产业链两大核心领导者的强强联合。 SiFive具备RISC-V底层架构与内核技术创新优势，奕斯伟计算拥有行业领先的RISC-V产品落地与商业化能力。双方优势互补，预期将展开合作，加速 RISC-V 架构从智能边缘到数据中心基础设施及 Agentic 应用的产业化与规模化落地。双方计划在既有合作基础上，将合作从边缘 AI 进一步拓展至 Agentic AI 等应用领域。此次签约也是奕斯伟计算登陆港股后推进的一项重要国际产业合作。 SiFive由RISC‑V指令集架构创始团队成员创立，是全球商用 RISC-V 处理器内核领域的标杆企业，推动RISC‑V内核在边缘、服务器和AI场景落地。双方拥有深厚的长期合作基础，奕斯伟计算EIC7700 SoC 已用于 SiFive 旗舰开发板 HiFive Premier P550，面向全球开发者提供高性能 RISC‑V 硬件平台，并已实现规模化推向市场，验证了双方技术协同的落地能力。 双方将共同挖掘对未来低功耗、高性能AI解决方案的需求，包括满足Agentic AI等应用场景的需求。同时，结合客户不同的集成诉求，探索多层级 RISC-V 产品方案，共同推动 RISC-V 生态建设。 作为RISC-V芯片产品提供商，奕斯伟计算将持续联合全球产业伙伴推进RISC‑V芯片产品与方案的落地。此次与 SiFive 升级为黄金伙伴联盟关系，将进一步深化双方在更多领域","images":[{"img":"https://static.tigerbbs.com/dcfea4ff465169375be9c16b421d4b0a","width":"832","height":"624"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623923469591576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623932954473168,"gmtCreate":1793342593892,"gmtModify":1793342816614,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4254720394164342","idStr":"4254720394164342"},"themes":[],"title":"","htmlText":"<a 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