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胖哥谈股
好生意、好公司、好价格 微博ID：Value_at_Risk
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胖哥谈股
胖哥谈股
·
03-20
2024年前三季度，国际业务毛利达2724.7万元，同比增长199.91%，成为增长最快的板块之一，这块是不小的看点
$找钢集团-W(06676)$
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1
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胖哥谈股
胖哥谈股
·
03-20
小米不仅在手机领域持续深耕，更在AIoT、智能家居等前沿领域取得了显著成果。这些努力，正为小米缩小与苹果、三星的差距奠定坚实基础。
$小米集团-W(01810)$
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胖哥谈股
胖哥谈股
·
03-18
$小米集团-W(01810)$
2024年小米全球智能手机出货量排名稳居第三，市场份额为13.8%，是24年行业增长最大的贡献者。
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胖哥谈股
胖哥谈股
·
02-27
$车车科技(CCG)$
踢不踢
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1
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胖哥谈股
胖哥谈股
·
2024-12-02
$多点数智(02586)$
多点数智所处行业为零售数字化行业，这个行业随着利好政策、完善的云基础设施及不断增长的数字化需求，近年来市场规模不断扩大，前景还是不错的，今天是招股的最后一天，坐等上市。
@话题虎
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胖哥谈股
胖哥谈股
·
2024-11-20
$小米集团-W(01810)$
小米是真正在将高科技注入产品，让更多用户感受到科技带来的美好生活，现在手机、汽车都已经有专门的研发生产工厂，家电工厂也已经在路上了
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胖哥谈股
胖哥谈股
·
2024-10-21
$复星国际(00656)$
在港股的性价比现在挺高，国内医药板块和国外市场背离明显，复星有望在全球医药板块反弹中受益。国际资金流入的机会增多，未来表现值得期待。
$复星医药(600196)$
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胖哥谈股
胖哥谈股
·
2024-08-28
$BOSS直聘(BZ)$
互联网招聘是个相对稳定且刚需的赛道，但目前盘子里能打的就只有Boss
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胖哥谈股
胖哥谈股
·
2024-07-26
$复星国际(00656)$
上涨空间大于下跌空间，需要拉长周期看
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胖哥谈股
胖哥谈股
·
2024-06-27
我个人是很看好嘀嗒出行的，特别是它利用技术来优化出行这一点。这不仅仅是个故事，更是它的核心竞争力。
$嘀嗒出行(02559)$
非常抱歉，此主贴已删除
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href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$</a>踢不踢","listText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$</a>踢不踢","text":"$车车科技(CCG)$踢不踢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408125866664384","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377160558383256,"gmtCreate":1733105230494,"gmtModify":1733105232723,"author":{"id":"3545118325221660","authorId":"3545118325221660","name":"胖哥谈股","avatar":"https://static.tigerbbs.com/4c0f1d6b33de4f0bcd9b4940f823c9b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118325221660","authorIdStr":"3545118325221660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02586\">$多点数智(02586)$</a>多点数智所处行业为零售数字化行业，这个行业随着利好政策、完善的云基础设施及不断增长的数字化需求，近年来市场规模不断扩大，前景还是不错的，今天是招股的最后一天，坐等上市。 <a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","listText":"<a href=\"https://laohu8.com/S/02586\">$多点数智(02586)$</a>多点数智所处行业为零售数字化行业，这个行业随着利好政策、完善的云基础设施及不断增长的数字化需求，近年来市场规模不断扩大，前景还是不错的，今天是招股的最后一天，坐等上市。 <a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","text":"$多点数智(02586)$多点数智所处行业为零售数字化行业，这个行业随着利好政策、完善的云基础设施及不断增长的数字化需求，近年来市场规模不断扩大，前景还是不错的，今天是招股的最后一天，坐等上市。 @话题虎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377160558383256","isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373000265937152,"gmtCreate":1732074131925,"gmtModify":1732074134092,"author":{"id":"3545118325221660","authorId":"3545118325221660","name":"胖哥谈股","avatar":"https://static.tigerbbs.com/4c0f1d6b33de4f0bcd9b4940f823c9b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118325221660","authorIdStr":"3545118325221660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米是真正在将高科技注入产品，让更多用户感受到科技带来的美好生活，现在手机、汽车都已经有专门的研发生产工厂，家电工厂也已经在路上了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米是真正在将高科技注入产品，让更多用户感受到科技带来的美好生活，现在手机、汽车都已经有专门的研发生产工厂，家电工厂也已经在路上了","text":"$小米集团-W(01810)$小米是真正在将高科技注入产品，让更多用户感受到科技带来的美好生活，现在手机、汽车都已经有专门的研发生产工厂，家电工厂也已经在路上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373000265937152","isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362383921266880,"gmtCreate":1729491272680,"gmtModify":1729491274413,"author":{"id":"3545118325221660","authorId":"3545118325221660","name":"胖哥谈股","avatar":"https://static.tigerbbs.com/4c0f1d6b33de4f0bcd9b4940f823c9b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118325221660","authorIdStr":"3545118325221660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00656\">$复星国际(00656)$</a> 在港股的性价比现在挺高，国内医药板块和国外市场背离明显，复星有望在全球医药板块反弹中受益。国际资金流入的机会增多，未来表现值得期待。 <a href=\"https://laohu8.com/S/600196\">$复星医药(600196)$</a>","listText":"<a href=\"https://laohu8.com/S/00656\">$复星国际(00656)$</a> 在港股的性价比现在挺高，国内医药板块和国外市场背离明显，复星有望在全球医药板块反弹中受益。国际资金流入的机会增多，未来表现值得期待。 <a href=\"https://laohu8.com/S/600196\">$复星医药(600196)$</a>","text":"$复星国际(00656)$ 在港股的性价比现在挺高，国内医药板块和国外市场背离明显，复星有望在全球医药板块反弹中受益。国际资金流入的机会增多，未来表现值得期待。 $复星医药(600196)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362383921266880","isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343311657103632,"gmtCreate":1724845514568,"gmtModify":1724845518511,"author":{"id":"3545118325221660","authorId":"3545118325221660","name":"胖哥谈股","avatar":"https://static.tigerbbs.com/4c0f1d6b33de4f0bcd9b4940f823c9b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118325221660","authorIdStr":"3545118325221660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> 互联网招聘是个相对稳定且刚需的赛道，但目前盘子里能打的就只有Boss","listText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> 互联网招聘是个相对稳定且刚需的赛道，但目前盘子里能打的就只有Boss","text":"$BOSS直聘(BZ)$ 互联网招聘是个相对稳定且刚需的赛道，但目前盘子里能打的就只有Boss","images":[{"img":"https://static.tigerbbs.com/1a315ecf7a5e7363036b4cfd8d8fcdd3","width":"996","height":"999"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/343311657103632","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":331599459074232,"gmtCreate":1721963825987,"gmtModify":1721963827404,"author":{"id":"3545118325221660","authorId":"3545118325221660","name":"胖哥谈股","avatar":"https://static.tigerbbs.com/4c0f1d6b33de4f0bcd9b4940f823c9b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118325221660","authorIdStr":"3545118325221660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00656\">$复星国际(00656)$</a> 上涨空间大于下跌空间，需要拉长周期看","listText":"<a href=\"https://laohu8.com/S/00656\">$复星国际(00656)$</a> 上涨空间大于下跌空间，需要拉长周期看","text":"$复星国际(00656)$ 上涨空间大于下跌空间，需要拉长周期看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331599459074232","isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321369778946184,"gmtCreate":1719478991140,"gmtModify":1719478992520,"author":{"id":"3545118325221660","authorId":"3545118325221660","name":"胖哥谈股","avatar":"https://static.tigerbbs.com/4c0f1d6b33de4f0bcd9b4940f823c9b5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118325221660","authorIdStr":"3545118325221660"},"themes":[],"htmlText":"我个人是很看好嘀嗒出行的，特别是它利用技术来优化出行这一点。这不仅仅是个故事，更是它的核心竞争力。<a target=\"_blank\" href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$ </a>","listText":"我个人是很看好嘀嗒出行的，特别是它利用技术来优化出行这一点。这不仅仅是个故事，更是它的核心竞争力。<a target=\"_blank\" href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$ 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