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浅草江南v8
浅草江南v8
·
02-27
$牧原股份(02714)$
越南西宁省的项目，目标6.4万头能繁，年出栏160万头。平福省还有一个，2万头能繁，50万头出栏。两个加起来210万头，够一个中型猪企了
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浅草江南v8
浅草江南v8
·
02-05
$牧原股份(02714)$
15家基石锁了50%筹码，包括富达、高毅、平安这些长钱。他们拿的是发行价，人家愿意锁，说明看好的是2025年成本下12元/kg后的盈利弹性，不是暗盘这点波动
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浅草江南v8
浅草江南v8
·
02-05
$卓正医疗(02677)$
暗盘这波涨势验证了我的判断！中高端医疗+AI双轮驱动，明日直接跳空高开
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729
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浅草江南v8
浅草江南v8
·
01-22
禾赛激光雷达已经连续五年交付量翻番了，去年超过了160万台。这势头要是能保持，龙头会一直稳坐
$禾赛(HSAI)$
$禾赛-W(02525)$
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1,418
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2
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1
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浅草江南v8
浅草江南v8
·
01-13
$山高控股(00412)$
港股现在整个流动性一般，估值修复可能需要时间
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687
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1
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浅草江南v8
浅草江南v8
·
01-13
$极智嘉-W(02590)$
意大利、英国、丹麦接连落地智能仓，这种全球复制能力，规模化盈利这一说不是没有道理的
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797
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浅草江南v8
浅草江南v8
·
01-03
天数和智谱一起上市，本身就是个大信号！一个做“大脑”（大模型），一个做“心脏”（算力芯片），这是国产AI的“天团”组合。
@財经壹些事：
$天数智芯(09903)$确实，天数今年一系列操作，明年估计订单要爆了，其实缩小来看就会发现，天数正在编织一张我们以前从未见过的、覆盖“云端训练-边缘推理-场景落地”的算力网络：与AIoT龙头特斯联的战略合作，剑指软硬一体的国产算力盒子。通过与阶跃星辰和瑞幸的合作，它悄无声息地卡位了海量的新零售智能化场景。
$天数智芯(09903)$确实，天数今年一系列操作，明年估计订单要爆了，其实缩小来看就会发现，天数正在编织一张我们以前从未见过的、覆盖“云端训练-边缘推理-场景落地”的算力网络：与AIoT龙头特斯联的战略合作，剑指软硬一体的国产算力盒子。通过与阶跃星辰和瑞幸的合作，它悄无声息地卡位了海量的新零售智能化场景。
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453
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1
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浅草江南v8
浅草江南v8
·
01-02
$MINIMAX-WP(00100)$
不吹不黑，MiniMax是目前最值得期待的AI上市公司。全模态技术全球领先，商业化落地成功，海外收入占比超70%，现金流健康，募资全投研发，希望能给我吃口肉
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4,272
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1
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浅草江南v8
浅草江南v8
·
2025-12-22
$阿里巴巴-W(09988)$
$工业富联(601138)$
$巨人网络(002558)$
企业的核心竞争力构建能力，远比短期烧钱规模更值得关注。当前AI赛道的竞争，本质是技术壁垒的竞争。阿里计划未来三年投入超3800亿元用于云和AI硬件基础设施，腾讯2025年第二季度仅经营性资本开支就达179亿元，主要用于GPU与服务器投入。大厂的重投入有其生态优势支撑，但也意味着更高的成本摊销压力。反观MiniMax，以相对有限的资金实现技术上的弯道超车，这种“精准投入、聚焦核心”的模式，反而降低了不必要的成本浪费。
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浅草江南v8
浅草江南v8
·
2025-11-28
$赛力斯(601127)$
赛力斯智能底盘带道路预瞄 + 双备份冗余，驾控和安全都顾到了，市场就是认可
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824
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href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a> 越南西宁省的项目，目标6.4万头能繁，年出栏160万头。平福省还有一个，2万头能繁，50万头出栏。两个加起来210万头，够一个中型猪企了","listText":"<a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a> 越南西宁省的项目，目标6.4万头能繁，年出栏160万头。平福省还有一个，2万头能繁，50万头出栏。两个加起来210万头，够一个中型猪企了","text":"$牧原股份(02714)$ 越南西宁省的项目，目标6.4万头能繁，年出栏160万头。平福省还有一个，2万头能繁，50万头出栏。两个加起来210万头，够一个中型猪企了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537160622903896","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529446739306072,"gmtCreate":1770280423100,"gmtModify":1770281454403,"author":{"id":"4090735012032140","authorId":"4090735012032140","name":"浅草江南v8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735012032140","idStr":"4090735012032140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a>15家基石锁了50%筹码，包括富达、高毅、平安这些长钱。他们拿的是发行价，人家愿意锁，说明看好的是2025年成本下12元/kg后的盈利弹性，不是暗盘这点波动","listText":"<a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a>15家基石锁了50%筹码，包括富达、高毅、平安这些长钱。他们拿的是发行价，人家愿意锁，说明看好的是2025年成本下12元/kg后的盈利弹性，不是暗盘这点波动","text":"$牧原股份(02714)$15家基石锁了50%筹码，包括富达、高毅、平安这些长钱。他们拿的是发行价，人家愿意锁，说明看好的是2025年成本下12元/kg后的盈利弹性，不是暗盘这点波动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/529446739306072","isVote":1,"tweetType":1,"viewCount":2286,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4196763504372702","authorId":"4196763504372702","name":"Beautiful 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href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a> 暗盘这波涨势验证了我的判断！中高端医疗+AI双轮驱动，明日直接跳空高开","listText":"<a href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a> 暗盘这波涨势验证了我的判断！中高端医疗+AI双轮驱动，明日直接跳空高开","text":"$卓正医疗(02677)$ 暗盘这波涨势验证了我的判断！中高端医疗+AI双轮驱动，明日直接跳空高开","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529446216237904","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000730","authorId":"9000000000000730","name":"AbnerKeppel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000730","idStr":"9000000000000730"},"content":"双轮驱动真猛，明天高开稳赚！","text":"双轮驱动真猛，明天高开稳赚！","html":"双轮驱动真猛，明天高开稳赚！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524504483689976,"gmtCreate":1769079527693,"gmtModify":1769079529921,"author":{"id":"4090735012032140","authorId":"4090735012032140","name":"浅草江南v8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735012032140","idStr":"4090735012032140"},"themes":[],"title":"","htmlText":"禾赛激光雷达已经连续五年交付量翻番了，去年超过了160万台。这势头要是能保持，龙头会一直稳坐 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","listText":"禾赛激光雷达已经连续五年交付量翻番了，去年超过了160万台。这势头要是能保持，龙头会一直稳坐 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","text":"禾赛激光雷达已经连续五年交付量翻番了，去年超过了160万台。这势头要是能保持，龙头会一直稳坐 $禾赛(HSAI)$ $禾赛-W(02525)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/524504483689976","isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521193630307752,"gmtCreate":1768273307915,"gmtModify":1768273310135,"author":{"id":"4090735012032140","authorId":"4090735012032140","name":"浅草江南v8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735012032140","idStr":"4090735012032140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>港股现在整个流动性一般，估值修复可能需要时间","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>港股现在整个流动性一般，估值修复可能需要时间","text":"$山高控股(00412)$港股现在整个流动性一般，估值修复可能需要时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521193630307752","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521193381703896,"gmtCreate":1768273261738,"gmtModify":1768273263669,"author":{"id":"4090735012032140","authorId":"4090735012032140","name":"浅草江南v8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735012032140","idStr":"4090735012032140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 意大利、英国、丹麦接连落地智能仓，这种全球复制能力，规模化盈利这一说不是没有道理的","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 意大利、英国、丹麦接连落地智能仓，这种全球复制能力，规模化盈利这一说不是没有道理的","text":"$极智嘉-W(02590)$ 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