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北京大卷卷儿
IP属地:北京
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北京大卷卷儿
北京大卷卷儿
·
07-21
看多百度集团-SW(09888)的核心逻辑如下: 机构评级与目标价:多家机构给予“买入”评级,瑞银、中信等预测2025年云业务增速18%-20%,目标价均值超100港元,最高160港元。 AI业务增长潜力:文心大模型日均调用量达16.5亿次,AI驱动搜索体验优化,推动广告业务结构升级。 云业务持续强劲:智能云2024年Q4营收同比增长26%,GenAI和基础模型需求激增,非GAAP运营利润保持正值。 自动驾驶进展:Apollo Go累计服务超1100万次,覆盖15个城市,国际扩张加速。 技术赋能生态:千帆平台升级促进AI应用开发,无代码工具降低开发门槛。 风险提示:宏观经济波动、AI应用效果不及预期等。
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北京大卷卷儿
北京大卷卷儿
·
07-17
$Linkhome Holdings Inc.(LHAI)$
这不就是链家吗
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250
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3
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北京大卷卷儿
北京大卷卷儿
·
06-18
现在哪家券商还有利息1000的?
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北京大卷卷儿
北京大卷卷儿
·
05-30
$手回集团(02621)$
年轻人吃像别太难看,要点脸
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4
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北京大卷卷儿
北京大卷卷儿
·
05-21
$派格生物医药-B(02565)$
申购这票大概率亏30%起步,不要指望着套路回拨,直接50%的货当场卖给散户,65%的基石也注定没有机构愿意抬轿子
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3
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北京大卷卷儿
北京大卷卷儿
·
05-19
$绿茶集团(06831)$
这票短期起不来了,IPO当天平开还看不出来吗,绿鞋都已经把子弹打光了,但是被散户和大户砸出了翔
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北京大卷卷儿
北京大卷卷儿
·
05-16
$绿茶集团(06831)$
你们也不看看这创始人长什么样子。面由心生,完全就是一个没见过世面的奸商模样,这种侥幸吃到点发展红利的第一代草根逆袭企业主不可信。
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北京大卷卷儿
北京大卷卷儿
·
05-16
$绿茶集团(06831)$
绿鞋在发挥用作?
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北京大卷卷儿
北京大卷卷儿
·
05-15
$绿茶集团(06831)$
这票大概率复制古茗的走势,不太可能开盘就是巅峰,毕竟后面还有遇见小面和老乡鸡等着上市呢,期待暗盘下跌10%给个拿货的机会,然后耐心持有个三个月,获利会很不错
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北京大卷卷儿
北京大卷卷儿
·
05-15
比较同意,感觉这个票会复制古茗,毕竟后续还有遇见小面和老乡鸡要上市,第一炮不会开盘即巅峰
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"htmlText":"看多百度集团-SW(09888)的核心逻辑如下: 机构评级与目标价:多家机构给予“买入”评级,瑞银、中信等预测2025年云业务增速18%-20%,目标价均值超100港元,最高160港元。 AI业务增长潜力:文心大模型日均调用量达16.5亿次,AI驱动搜索体验优化,推动广告业务结构升级。 云业务持续强劲:智能云2024年Q4营收同比增长26%,GenAI和基础模型需求激增,非GAAP运营利润保持正值。 自动驾驶进展:Apollo Go累计服务超1100万次,覆盖15个城市,国际扩张加速。 技术赋能生态:千帆平台升级促进AI应用开发,无代码工具降低开发门槛。 风险提示:宏观经济波动、AI应用效果不及预期等。","listText":"看多百度集团-SW(09888)的核心逻辑如下: 机构评级与目标价:多家机构给予“买入”评级,瑞银、中信等预测2025年云业务增速18%-20%,目标价均值超100港元,最高160港元。 AI业务增长潜力:文心大模型日均调用量达16.5亿次,AI驱动搜索体验优化,推动广告业务结构升级。 云业务持续强劲:智能云2024年Q4营收同比增长26%,GenAI和基础模型需求激增,非GAAP运营利润保持正值。 自动驾驶进展:Apollo Go累计服务超1100万次,覆盖15个城市,国际扩张加速。 技术赋能生态:千帆平台升级促进AI应用开发,无代码工具降低开发门槛。 风险提示:宏观经济波动、AI应用效果不及预期等。","text":"看多百度集团-SW(09888)的核心逻辑如下: 机构评级与目标价:多家机构给予“买入”评级,瑞银、中信等预测2025年云业务增速18%-20%,目标价均值超100港元,最高160港元。 AI业务增长潜力:文心大模型日均调用量达16.5亿次,AI驱动搜索体验优化,推动广告业务结构升级。 云业务持续强劲:智能云2024年Q4营收同比增长26%,GenAI和基础模型需求激增,非GAAP运营利润保持正值。 自动驾驶进展:Apollo Go累计服务超1100万次,覆盖15个城市,国际扩张加速。 技术赋能生态:千帆平台升级促进AI应用开发,无代码工具降低开发门槛。 风险提示:宏观经济波动、AI应用效果不及预期等。","images":[{"img":"https://static.tigerbbs.com/d0a1022bb6dcf105296806bf65c900fa","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/459047973262112","isVote":1,"tweetType":1,"viewCount":7223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010342","authorId":"10000000000010342","name":"扒拉算盘珠子","avatar":"https://static.tigerbbs.com/3f9d9d09b3d77dedfb1d5c351779a212","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010342","authorIdStr":"10000000000010342"},"content":"机构看好,云业务潜力大,可以布局长期持有","text":"机构看好,云业务潜力大,可以布局长期持有","html":"机构看好,云业务潜力大,可以布局长期持有"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":457645430735144,"gmtCreate":1752766970402,"gmtModify":1752766971551,"author":{"id":"3565696067627513","authorId":"3565696067627513","name":"北京大卷卷儿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565696067627513","authorIdStr":"3565696067627513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LHAI\">$Linkhome Holdings Inc.(LHAI)$</a> 这不就是链家吗","listText":"<a href=\"https://laohu8.com/S/LHAI\">$Linkhome Holdings Inc.(LHAI)$</a> 这不就是链家吗","text":"$Linkhome Holdings Inc.(LHAI)$ 这不就是链家吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457645430735144","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447308509831272,"gmtCreate":1750227632291,"gmtModify":1750227634225,"author":{"id":"3565696067627513","authorId":"3565696067627513","name":"北京大卷卷儿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565696067627513","authorIdStr":"3565696067627513"},"themes":[],"htmlText":"现在哪家券商还有利息1000的?","listText":"现在哪家券商还有利息1000的?","text":"现在哪家券商还有利息1000的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447308509831272","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440450471387200,"gmtCreate":1748570049708,"gmtModify":1748571075375,"author":{"id":"3565696067627513","authorId":"3565696067627513","name":"北京大卷卷儿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565696067627513","authorIdStr":"3565696067627513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02621\">$手回集团(02621)$</a> 年轻人吃像别太难看,要点脸","listText":"<a href=\"https://laohu8.com/S/02621\">$手回集团(02621)$</a> 年轻人吃像别太难看,要点脸","text":"$手回集团(02621)$ 年轻人吃像别太难看,要点脸","images":[{"img":"https://static.tigerbbs.com/b07229058be6f68cf3a464c868750e2b","width":"2796","height":"1290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/440450471387200","isVote":1,"tweetType":1,"viewCount":2707,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4209257366555390","authorId":"4209257366555390","name":"ZzzZ.","avatar":"https://static.tigerbbs.com/76293b129e7a8b559bcbab54c8a72256","crmLevel":6,"crmLevelSwitch":0,"idStr":"4209257366555390","authorIdStr":"4209257366555390"},"content":"直觉两个都不能打就去研究了一下 果然 哈哈哈哈","text":"直觉两个都不能打就去研究了一下 果然 哈哈哈哈","html":"直觉两个都不能打就去研究了一下 果然 哈哈哈哈"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":437423966368216,"gmtCreate":1747805409412,"gmtModify":1747805410899,"author":{"id":"3565696067627513","authorId":"3565696067627513","name":"北京大卷卷儿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565696067627513","authorIdStr":"3565696067627513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$</a> 申购这票大概率亏30%起步,不要指望着套路回拨,直接50%的货当场卖给散户,65%的基石也注定没有机构愿意抬轿子","listText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$</a> 申购这票大概率亏30%起步,不要指望着套路回拨,直接50%的货当场卖给散户,65%的基石也注定没有机构愿意抬轿子","text":"$派格生物医药-B(02565)$ 申购这票大概率亏30%起步,不要指望着套路回拨,直接50%的货当场卖给散户,65%的基石也注定没有机构愿意抬轿子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437423966368216","isVote":1,"tweetType":1,"viewCount":5974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436568080793752,"gmtCreate":1747619967115,"gmtModify":1747619968728,"author":{"id":"3565696067627513","authorId":"3565696067627513","name":"北京大卷卷儿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565696067627513","authorIdStr":"3565696067627513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> 这票短期起不来了,IPO当天平开还看不出来吗,绿鞋都已经把子弹打光了,但是被散户和大户砸出了翔","listText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> 这票短期起不来了,IPO当天平开还看不出来吗,绿鞋都已经把子弹打光了,但是被散户和大户砸出了翔","text":"$绿茶集团(06831)$ 这票短期起不来了,IPO当天平开还看不出来吗,绿鞋都已经把子弹打光了,但是被散户和大户砸出了翔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/436568080793752","isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4209296796095482","authorId":"4209296796095482","name":"希罗氏","avatar":"https://static.tigerbbs.com/4b11f098a9e1bbd96ce048147ab827fe","crmLevel":5,"crmLevelSwitch":0,"idStr":"4209296796095482","authorIdStr":"4209296796095482"},"content":"长期也起不来 感觉和奈雪差不多","text":"长期也起不来 感觉和奈雪差不多","html":"长期也起不来 感觉和奈雪差不多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435707791434000,"gmtCreate":1747383490341,"gmtModify":1747383491798,"author":{"id":"3565696067627513","authorId":"3565696067627513","name":"北京大卷卷儿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565696067627513","authorIdStr":"3565696067627513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> 你们也不看看这创始人长什么样子。面由心生,完全就是一个没见过世面的奸商模样,这种侥幸吃到点发展红利的第一代草根逆袭企业主不可信。","listText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> 你们也不看看这创始人长什么样子。面由心生,完全就是一个没见过世面的奸商模样,这种侥幸吃到点发展红利的第一代草根逆袭企业主不可信。","text":"$绿茶集团(06831)$ 你们也不看看这创始人长什么样子。面由心生,完全就是一个没见过世面的奸商模样,这种侥幸吃到点发展红利的第一代草根逆袭企业主不可信。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435707791434000","isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435603958506280,"gmtCreate":1747358336009,"gmtModify":1747358337232,"author":{"id":"3565696067627513","authorId":"3565696067627513","name":"北京大卷卷儿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565696067627513","authorIdStr":"3565696067627513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> 绿鞋在发挥用作?","listText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a> 绿鞋在发挥用作?","text":"$绿茶集团(06831)$ 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