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浅草江南v8
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浅草江南v8
浅草江南v8
·
04-30
$元保(YB)$
元保这段时间虽然走势不算特别亮眼，但整体看下来逻辑还是很清晰的，AI+保险科技这条赛道本身就有长期成长空间，公司在技术投入、产品打磨和合规运营上都一直在推进，不管是投保环节的智能化体验，还是后续理赔服务的效率提升，都能看出是在扎扎实实做业务，而不是单纯靠概念炒作，对于看好保险数字化转型的投资者来说，值得长期跟踪观察
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81
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1
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浅草江南v8
浅草江南v8
·
04-13
港股最近整体偏弱，山高也算抗跌了，基本面没毛病就不急
$山高控股(00412)$
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533
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1
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浅草江南v8
浅草江南v8
·
03-31
花旗和中信建投同时关注的票不多见，元保算一个。中信建投直接给了33.6美元的目标价，维持买入评级，人家机构看得清楚——现在的估值根本没反映它手里的40亿现金和AI技术护城河。跟着机构走，比自己瞎炒强。
$元保(YB)$
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1
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浅草江南v8
浅草江南v8
·
03-20
别忘了山高背后是山东高速集团，省属骨干国企。这种股东背景意味着资源整合能力强，真要有好项目，资金、牌照、政策支持都不缺。短期投资收益波动不影响长期战略价值，集团背书就是底线保障
$山高控股(00412)$
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2
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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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869
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1
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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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3,080
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2
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1
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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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1,718
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1
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1
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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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2
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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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1,074
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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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href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"港股最近整体偏弱，山高也算抗跌了，基本面没毛病就不急 $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553087799564400","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548559654709240,"gmtCreate":1774949252900,"gmtModify":1774950015736,"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,"idStr":"4090735012032140","authorIdStr":"4090735012032140"},"themes":[],"title":"","htmlText":"花旗和中信建投同时关注的票不多见，元保算一个。中信建投直接给了33.6美元的目标价，维持买入评级，人家机构看得清楚——现在的估值根本没反映它手里的40亿现金和AI技术护城河。跟着机构走，比自己瞎炒强。 <a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a>","listText":"花旗和中信建投同时关注的票不多见，元保算一个。中信建投直接给了33.6美元的目标价，维持买入评级，人家机构看得清楚——现在的估值根本没反映它手里的40亿现金和AI技术护城河。跟着机构走，比自己瞎炒强。 <a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a>","text":"花旗和中信建投同时关注的票不多见，元保算一个。中信建投直接给了33.6美元的目标价，维持买入评级，人家机构看得清楚——现在的估值根本没反映它手里的40亿现金和AI技术护城河。跟着机构走，比自己瞎炒强。 $元保(YB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548559654709240","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544547019109200,"gmtCreate":1773971546840,"gmtModify":1773971549261,"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,"idStr":"4090735012032140","authorIdStr":"4090735012032140"},"themes":[],"title":"","htmlText":"别忘了山高背后是山东高速集团，省属骨干国企。这种股东背景意味着资源整合能力强，真要有好项目，资金、牌照、政策支持都不缺。短期投资收益波动不影响长期战略价值，集团背书就是底线保障 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"别忘了山高背后是山东高速集团，省属骨干国企。这种股东背景意味着资源整合能力强，真要有好项目，资金、牌照、政策支持都不缺。短期投资收益波动不影响长期战略价值，集团背书就是底线保障 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"别忘了山高背后是山东高速集团，省属骨干国企。这种股东背景意味着资源整合能力强，真要有好项目，资金、牌照、政策支持都不缺。短期投资收益波动不影响长期战略价值，集团背书就是底线保障 $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544547019109200","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537160622903896,"gmtCreate":1772163688812,"gmtModify":1772163690989,"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,"idStr":"4090735012032140","authorIdStr":"4090735012032140"},"themes":[],"title":"","htmlText":"<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","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":869,"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,"idStr":"4090735012032140","authorIdStr":"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)$15家基石锁了50%筹码，包括富达、高毅、平安这些长钱。他们拿的是发行价，人家愿意锁，说明看好的是2025年成本下12元/kg后的盈利弹性，不是暗盘这点波动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/529446739306072","isVote":1,"tweetType":1,"viewCount":3080,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4196763504372702","authorId":"4196763504372702","name":"Beautiful mysterious","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4196763504372702","authorIdStr":"4196763504372702"},"content":"怎么看到基石锁了50%筹码呀？","text":"怎么看到基石锁了50%筹码呀？","html":"怎么看到基石锁了50%筹码呀？"},{"author":{"id":"9000000000000169","authorId":"9000000000000169","name":"JohnnyYoung","avatar":"https://static.tigerbbs.com/c78412ecc02fe87e03967820091d8cad","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000169","authorIdStr":"9000000000000169"},"content":"机构都锁仓了，拿稳等爆发！","text":"机构都锁仓了，拿稳等爆发！","html":"机构都锁仓了，拿稳等爆发！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529446216237904,"gmtCreate":1770280303331,"gmtModify":1770281379134,"author":{"id":"4090735012032140","authorId":"4090735012032140","name":"浅草江南v8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735012032140","authorIdStr":"4090735012032140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a> 暗盘这波涨势验证了我的判断！中高端医疗+AI双轮驱动，明日直接跳空高开","listText":"<a href=\"https://laohu8.com/S/02677\">$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":1718,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000730","authorId":"9000000000000730","name":"AbnerKeppel","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000730","authorIdStr":"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,"idStr":"4090735012032140","authorIdStr":"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 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