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梦想家林奇
上海聆泽投资管理有限公司创始人 知名财经博主 头条文章作者
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梦想家林奇
梦想家林奇
·
03-21
$地平线机器人-W(09660)$
下周一看涨[开心]
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梦想家林奇
梦想家林奇
·
03-11
$车车科技(CCG)$
支持AI，支持新能源！
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梦想家林奇
梦想家林奇
·
03-11
持续找增量市场，远光长远
$BOSS直聘(BZ)$
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梦想家林奇
梦想家林奇
·
03-01
联想集团作为联想控股旗下重要成员，全方位拥抱人工智能，从产品到服务，为联想控股在 AI 领域的发展提供了有力支撑
$联想控股(03396)$
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梦想家林奇
梦想家林奇
·
02-25
$地平线机器人-W(09660)$
上半年收入同比+151%，虽然还在烧钱搞研发，但客户已覆盖十大国产车厂，等J6芯片上量可能就熬出头了
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梦想家林奇
梦想家林奇
·
01-09
$嘀嗒出行(02559)$
嘀嗒出行是潜力股还是未知数？最近股价一直在一个区间内波动起伏，似乎并没有特别亮眼的表现，但是背后的潜力还是值得挖掘的，不管是智慧出租车战略还是“半熟人产品” 矩阵，从长远来看，对它的营收和利润增长都是有积极影响的
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梦想家林奇
梦想家林奇
·
2024-11-19
跌点就跌点吧，昨晚ADR涨超6%，机构都在接盘
$小米集团-W(01810)$
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梦想家林奇
梦想家林奇
·
2024-08-14
$联想集团(00992)$
联想这个财季需要通过财报数据印证一下AI是不是已经成为推动PC销售的支点，不过比较明确的，一个是，AI功能对日常应用持续渗透已经形成趋，另一个是，PC行业已经扭转了去库存周期态势，进入了新的增长周期。
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梦想家林奇
梦想家林奇
·
2024-07-18
$嘀嗒出行(02559)$
走势忽上忽下真刺激，能抄在底部就好了[得意]
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梦想家林奇
梦想家林奇
·
2024-07-18
$联想集团(00992)$
24年第二季度全球PC出货量达到6490万，联想单季销量1470万，增长3.7%，以22.7%的市场份额保持第一。下半年AI PC行情持续，如果联想能保持住现在的出货量，下半年股价或许还能再破新高。
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$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372719434031360","isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338252183302360,"gmtCreate":1723600245299,"gmtModify":1723600247439,"author":{"id":"3545136467622628","authorId":"3545136467622628","name":"梦想家林奇","avatar":"https://static.tigerbbs.com/c2a63855f87e630cfb513468e42a6b7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545136467622628","idStr":"3545136467622628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 联想这个财季需要通过财报数据印证一下AI是不是已经成为推动PC销售的支点，不过比较明确的，一个是，AI功能对日常应用持续渗透已经形成趋，另一个是，PC行业已经扭转了去库存周期态势，进入了新的增长周期。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 联想这个财季需要通过财报数据印证一下AI是不是已经成为推动PC销售的支点，不过比较明确的，一个是，AI功能对日常应用持续渗透已经形成趋，另一个是，PC行业已经扭转了去库存周期态势，进入了新的增长周期。","text":"$联想集团(00992)$ 联想这个财季需要通过财报数据印证一下AI是不是已经成为推动PC销售的支点，不过比较明确的，一个是，AI功能对日常应用持续渗透已经形成趋，另一个是，PC行业已经扭转了去库存周期态势，进入了新的增长周期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338252183302360","isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328611467317264,"gmtCreate":1721270519204,"gmtModify":1721270520460,"author":{"id":"3545136467622628","authorId":"3545136467622628","name":"梦想家林奇","avatar":"https://static.tigerbbs.com/c2a63855f87e630cfb513468e42a6b7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545136467622628","idStr":"3545136467622628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>走势忽上忽下真刺激，能抄在底部就好了[得意]","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>走势忽上忽下真刺激，能抄在底部就好了[得意]","text":"$嘀嗒出行(02559)$走势忽上忽下真刺激，能抄在底部就好了[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328611467317264","isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328596736909592,"gmtCreate":1721266961482,"gmtModify":1721266963131,"author":{"id":"3545136467622628","authorId":"3545136467622628","name":"梦想家林奇","avatar":"https://static.tigerbbs.com/c2a63855f87e630cfb513468e42a6b7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545136467622628","idStr":"3545136467622628"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 24年第二季度全球PC出货量达到6490万，联想单季销量1470万，增长3.7%，以22.7%的市场份额保持第一。下半年AI PC行情持续，如果联想能保持住现在的出货量，下半年股价或许还能再破新高。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 24年第二季度全球PC出货量达到6490万，联想单季销量1470万，增长3.7%，以22.7%的市场份额保持第一。下半年AI PC行情持续，如果联想能保持住现在的出货量，下半年股价或许还能再破新高。","text":"$联想集团(00992)$ 24年第二季度全球PC出货量达到6490万，联想单季销量1470万，增长3.7%，以22.7%的市场份额保持第一。下半年AI PC行情持续，如果联想能保持住现在的出货量，下半年股价或许还能再破新高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328596736909592","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}