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天下之神
天下之神
·
03-05
$车车科技(CCG)$
发现一个现象，最近，蔚来汽车，理想、车车最近纷纷持续大涨，是美股的新能源汽车与自动驾驶相关产品风头正盛吗？我觉的和中美有关，大概率全球资金正在对中国核心科技资产进行价值重估。
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天下之神
天下之神
·
02-12
$地平线机器人-W(09660)$
比亚迪智驾发布会的热度还在持续！大家别忘了，地平线可是比亚迪国内唯一智驾芯片合作伙伴。随着比亚迪新能源车销量持续攀升，地平线未来订单量大概率跟着水涨船高.
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天下之神
天下之神
·
2024-11-26
$地平线机器人-W(09660)$
去年地平线发表了业界第一个端到端自动驾驶大模型 UniAD ，还荣获了 CVPR 2023 最佳论文。这一下子就成了行业端到端技术的 Benchmark 。绝对的实力那就是最好的名片，我感觉这股后续可能会起飞，现在正好可以布局。
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873
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1
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天下之神
天下之神
·
2024-11-05
智驾产业变革进入到下半场的关键时期，港股IPO市场新股认购情绪逐渐回升、赚钱效应显现等回暖信号频现，近期或迎来拐点。对于地平线这种刚上市的公司来说，走慢牛的行情就是最舒服的。
$地平线机器人－Ｗ(09660)$
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天下之神
天下之神
·
2024-11-01
大部分人都还在观望，不过地平线自身的软实力和硬实力确实没话说，收入持续增长，2024年上半年的收入达到9.35亿元，超过2022年的全年收入，同比增长151.6%。毛利率较高且稳定，2024年上半年毛利达到7.39亿元，同比增长225.99%，超过2022年全年的毛利，毛利率也提高到79.0%。再看下硬实力，地平线是首家且每年均为最大的提供前装量产ADAS和AD解决方案的中国公司，稳坐智驾科技头把交椅。长期看，大涨是一定的。
$地平线机器人－Ｗ(09660)$
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天下之神
天下之神
·
2024-07-10
$嘀嗒出行(02559)$
今天是涨的，应该算企稳了吧
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天下之神
天下之神
·
2024-07-04
$嘀嗒出行(02559)$
好在今天结束了，再等明天吧
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天下之神
天下之神
·
2024-06-06
$车车科技(CCG)$
接下来和哪家车企合作？能不能拉爆一下
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天下之神
天下之神
·
2024-06-03
$车车科技(CCG)$
这个价了，能抄吗？
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天下之神
天下之神
·
2024-05-24
期待Q1业绩，新能源汽车销量再次创新高，车险保费规模应该很大吧，小米汽车、大众安徽都和你们合作了，先上车了，业绩出来必涨一波。
$车车科技(CCG)$
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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>比亚迪智驾发布会的热度还在持续！大家别忘了，地平线可是比亚迪国内唯一智驾芯片合作伙伴。随着比亚迪新能源车销量持续攀升，地平线未来订单量大概率跟着水涨船高.","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>比亚迪智驾发布会的热度还在持续！大家别忘了，地平线可是比亚迪国内唯一智驾芯片合作伙伴。随着比亚迪新能源车销量持续攀升，地平线未来订单量大概率跟着水涨船高.","text":"$地平线机器人-W(09660)$比亚迪智驾发布会的热度还在持续！大家别忘了，地平线可是比亚迪国内唯一智驾芯片合作伙伴。随着比亚迪新能源车销量持续攀升，地平线未来订单量大概率跟着水涨船高.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/402676393304352","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558660257918219","authorId":"3558660257918219","name":"坐船的泰哥","avatar":"https://static.tigerbbs.com/2350c3fcd3cd24781478203a02e58bb0","crmLevel":4,"crmLevelSwitch":0,"idStr":"3558660257918219","authorIdStr":"3558660257918219"},"content":"想想毛利率70%的芯片 要跟着迪子卖上百万片了，这钱数不过来了，数不过来了","text":"想想毛利率70%的芯片 要跟着迪子卖上百万片了，这钱数不过来了，数不过来了","html":"想想毛利率70%的芯片 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href=\"https://laohu8.com/S/09660\">$地平线机器人－Ｗ(09660)$</a>","text":"智驾产业变革进入到下半场的关键时期，港股IPO市场新股认购情绪逐渐回升、赚钱效应显现等回暖信号频现，近期或迎来拐点。对于地平线这种刚上市的公司来说，走慢牛的行情就是最舒服的。 $地平线机器人－Ｗ(09660)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367706213458080","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366202455753016,"gmtCreate":1730446537564,"gmtModify":1730446561284,"author":{"id":"3545132268882334","authorId":"3545132268882334","name":"天下之神","avatar":"https://static.tigerbbs.com/c815eceeef633b864f3f703a90855e22","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545132268882334","authorIdStr":"3545132268882334"},"themes":[],"htmlText":"大部分人都还在观望，不过地平线自身的软实力和硬实力确实没话说，收入持续增长，2024年上半年的收入达到9.35亿元，超过2022年的全年收入，同比增长151.6%。毛利率较高且稳定，2024年上半年毛利达到7.39亿元，同比增长225.99%，超过2022年全年的毛利，毛利率也提高到79.0%。再看下硬实力，地平线是首家且每年均为最大的提供前装量产ADAS和AD解决方案的中国公司，稳坐智驾科技头把交椅。长期看，大涨是一定的。 <a href=\"https://laohu8.com/S/09660\">$地平线机器人－Ｗ(09660)$</a>","listText":"大部分人都还在观望，不过地平线自身的软实力和硬实力确实没话说，收入持续增长，2024年上半年的收入达到9.35亿元，超过2022年的全年收入，同比增长151.6%。毛利率较高且稳定，2024年上半年毛利达到7.39亿元，同比增长225.99%，超过2022年全年的毛利，毛利率也提高到79.0%。再看下硬实力，地平线是首家且每年均为最大的提供前装量产ADAS和AD解决方案的中国公司，稳坐智驾科技头把交椅。长期看，大涨是一定的。 <a href=\"https://laohu8.com/S/09660\">$地平线机器人－Ｗ(09660)$</a>","text":"大部分人都还在观望，不过地平线自身的软实力和硬实力确实没话说，收入持续增长，2024年上半年的收入达到9.35亿元，超过2022年的全年收入，同比增长151.6%。毛利率较高且稳定，2024年上半年毛利达到7.39亿元，同比增长225.99%，超过2022年全年的毛利，毛利率也提高到79.0%。再看下硬实力，地平线是首家且每年均为最大的提供前装量产ADAS和AD解决方案的中国公司，稳坐智驾科技头把交椅。长期看，大涨是一定的。 $地平线机器人－Ｗ(09660)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366202455753016","isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325988848185384,"gmtCreate":1720588611484,"gmtModify":1720588613142,"author":{"id":"3545132268882334","authorId":"3545132268882334","name":"天下之神","avatar":"https://static.tigerbbs.com/c815eceeef633b864f3f703a90855e22","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545132268882334","authorIdStr":"3545132268882334"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>今天是涨的，应该算企稳了吧","listText":"<a 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