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博弈的过客
每天懂一点投资。 好行业，好公司，好价格，好心态。
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博弈的过客
博弈的过客
·
02-27
$车车科技(CCG)$
百度文心大模型、腾讯混元大模型已进入商业化落地阶段，云计算与AI结合的ARPU提升逻辑正在兑现，就像阿里云单客户收入Q3同比+18%。市场低估了中概股在AI应用层的场景优势——坐拥10亿级用户行为数据，技术迭代速度可能快于海外同行。
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806
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编组 21备份 2
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博弈的过客
博弈的过客
·
2024-08-28
$BOSS直聘(BZ)$
在今年这么糟心的环境下，中概里面它算稳的了。
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1,912
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博弈的过客
博弈的过客
·
2024-08-23
$小米集团-W(01810)$
其实横向对比来看，小米第一辆车的毛利率也算是做到了行业还不错的水平
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1,824
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1
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博弈的过客
博弈的过客
·
2024-08-15
$复星国际(00656)$
兄弟们，今日这股够硬，连大盘都在跌，这货居然翻红[财迷]
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1,751
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编组 21备份 2
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博弈的过客
博弈的过客
·
2024-07-17
想要站上五块还得再磨一磨
$复星国际(00656)$
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2,222
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博弈的过客
博弈的过客
·
2024-06-28
这股还有机会吗？准备向低价股进军
$嘀嗒出行(02559)$
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1,929
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博弈的过客
博弈的过客
·
2024-04-17
车车科技与小米汽车等知名企业的合作，不仅提升了公司的市场知名度，还可能带来更多的业务机会和用户基础，这有助于公司进一步扩大市场份额
$车车科技(CCG)$
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1,892
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1
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博弈的过客
博弈的过客
·
2024-04-07
车车科技深耕新能源领域，不断创新，形成了独特的企业竞争力。在政策扶持和市场需求的双重推动下，公司业绩有望持续增长。
$车车科技(CCG)$
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3
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博弈的过客
博弈的过客
·
2023-12-18
$海银控股(HYW)$
财富管理行业正面临格局巨变的前夜，将进入规范经营的下半场，同时也将迎来第二个黄金十年。
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2,074
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博弈的过客
博弈的过客
·
2023-08-09
别认怂！大家要有赌中国软件行业不完蛋的勇气
现在持仓SaaS公司的都是大风浪的，中国国情复杂、产业多元，这种对软件行业还有公司的多空预期进行辩论的情况是正常的。 也只有经历过牛市和股灾洗礼的人才懂，目前很适合抄底优质标的：1、现在估值足够低，现在有的公司都打骨折了；2、未来整体市场有回弹的空间，毕竟股市的底部是会不断抬升的。只要买得便宜，拿得住，就没有亏损的可能！ 推荐标的：
$北森控股(09669)$
$百家云(RTC)$
$医渡科技(02158)$
、金山软件
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1.06万
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3
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别认怂！大家要有赌中国软件行业不完蛋的勇气
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其实横向对比来看，小米第一辆车的毛利率也算是做到了行业还不错的水平","images":[{"img":"https://static.tigerbbs.com/80c685a550b0eed30f1d3923b6d4b15f","width":"813","height":"912"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341402402922656","isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":338725858058512,"gmtCreate":1723700967457,"gmtModify":1723700969368,"author":{"id":"3545121300598599","authorId":"3545121300598599","name":"博弈的过客","avatar":"https://static.tigerbbs.com/9770ae2a93934840914190adfc7207f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545121300598599","authorIdStr":"3545121300598599"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00656\">$复星国际(00656)$</a>兄弟们，今日这股够硬，连大盘都在跌，这货居然翻红[财迷]","listText":"<a 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$复星国际(00656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328314704285752","isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321775086030904,"gmtCreate":1719567443230,"gmtModify":1719569301910,"author":{"id":"3545121300598599","authorId":"3545121300598599","name":"博弈的过客","avatar":"https://static.tigerbbs.com/9770ae2a93934840914190adfc7207f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545121300598599","authorIdStr":"3545121300598599"},"themes":[],"htmlText":"这股还有机会吗？准备向低价股进军 <a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>","listText":"这股还有机会吗？准备向低价股进军 <a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>","text":"这股还有机会吗？准备向低价股进军 $嘀嗒出行(02559)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321775086030904","isVote":1,"tweetType":1,"viewCount":1929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296093100376408,"gmtCreate":1713318397127,"gmtModify":1713318398662,"author":{"id":"3545121300598599","authorId":"3545121300598599","name":"博弈的过客","avatar":"https://static.tigerbbs.com/9770ae2a93934840914190adfc7207f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545121300598599","authorIdStr":"3545121300598599"},"themes":[],"htmlText":"车车科技与小米汽车等知名企业的合作，不仅提升了公司的市场知名度，还可能带来更多的业务机会和用户基础，这有助于公司进一步扩大市场份额<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"车车科技与小米汽车等知名企业的合作，不仅提升了公司的市场知名度，还可能带来更多的业务机会和用户基础，这有助于公司进一步扩大市场份额<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"车车科技与小米汽车等知名企业的合作，不仅提升了公司的市场知名度，还可能带来更多的业务机会和用户基础，这有助于公司进一步扩大市场份额$车车科技(CCG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296093100376408","isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292577234436288,"gmtCreate":1712455950150,"gmtModify":1712455951683,"author":{"id":"3545121300598599","authorId":"3545121300598599","name":"博弈的过客","avatar":"https://static.tigerbbs.com/9770ae2a93934840914190adfc7207f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545121300598599","authorIdStr":"3545121300598599"},"themes":[],"htmlText":"车车科技深耕新能源领域，不断创新，形成了独特的企业竞争力。在政策扶持和市场需求的双重推动下，公司业绩有望持续增长。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"车车科技深耕新能源领域，不断创新，形成了独特的企业竞争力。在政策扶持和市场需求的双重推动下，公司业绩有望持续增长。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"车车科技深耕新能源领域，不断创新，形成了独特的企业竞争力。在政策扶持和市场需求的双重推动下，公司业绩有望持续增长。$车车科技(CCG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292577234436288","isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253437426213080,"gmtCreate":1702892241475,"gmtModify":1702892242721,"author":{"id":"3545121300598599","authorId":"3545121300598599","name":"博弈的过客","avatar":"https://static.tigerbbs.com/9770ae2a93934840914190adfc7207f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545121300598599","authorIdStr":"3545121300598599"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>财富管理行业正面临格局巨变的前夜，将进入规范经营的下半场，同时也将迎来第二个黄金十年。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>财富管理行业正面临格局巨变的前夜，将进入规范经营的下半场，同时也将迎来第二个黄金十年。","text":"$海银控股(HYW)$ 财富管理行业正面临格局巨变的前夜，将进入规范经营的下半场，同时也将迎来第二个黄金十年。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253437426213080","isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207064175947880,"gmtCreate":1691571168536,"gmtModify":1691571170643,"author":{"id":"3545121300598599","authorId":"3545121300598599","name":"博弈的过客","avatar":"https://static.tigerbbs.com/9770ae2a93934840914190adfc7207f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545121300598599","authorIdStr":"3545121300598599"},"themes":[],"title":"别认怂！大家要有赌中国软件行业不完蛋的勇气","htmlText":"现在持仓SaaS公司的都是大风浪的，中国国情复杂、产业多元，这种对软件行业还有公司的多空预期进行辩论的情况是正常的。 也只有经历过牛市和股灾洗礼的人才懂，目前很适合抄底优质标的：1、现在估值足够低，现在有的公司都打骨折了；2、未来整体市场有回弹的空间，毕竟股市的底部是会不断抬升的。只要买得便宜，拿得住，就没有亏损的可能！ 推荐标的： <a href=\"https://laohu8.com/S/09669\">$北森控股(09669)$</a> <a href=\"https://laohu8.com/S/RTC\">$百家云(RTC)$</a> <a href=\"https://laohu8.com/S/02158\">$医渡科技(02158)$</a> 、金山软件","listText":"现在持仓SaaS公司的都是大风浪的，中国国情复杂、产业多元，这种对软件行业还有公司的多空预期进行辩论的情况是正常的。 也只有经历过牛市和股灾洗礼的人才懂，目前很适合抄底优质标的：1、现在估值足够低，现在有的公司都打骨折了；2、未来整体市场有回弹的空间，毕竟股市的底部是会不断抬升的。只要买得便宜，拿得住，就没有亏损的可能！ 推荐标的： <a href=\"https://laohu8.com/S/09669\">$北森控股(09669)$</a> <a href=\"https://laohu8.com/S/RTC\">$百家云(RTC)$</a> <a href=\"https://laohu8.com/S/02158\">$医渡科技(02158)$</a> 、金山软件","text":"现在持仓SaaS公司的都是大风浪的，中国国情复杂、产业多元，这种对软件行业还有公司的多空预期进行辩论的情况是正常的。 也只有经历过牛市和股灾洗礼的人才懂，目前很适合抄底优质标的：1、现在估值足够低，现在有的公司都打骨折了；2、未来整体市场有回弹的空间，毕竟股市的底部是会不断抬升的。只要买得便宜，拿得住，就没有亏损的可能！ 推荐标的： $北森控股(09669)$ $百家云(RTC)$ $医渡科技(02158)$ 、金山软件","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207064175947880","isVote":1,"tweetType":1,"viewCount":10647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}