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棋哥投研
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棋哥投研
棋哥投研
·
02-05 21:07
$蔚来(NIO)$
$蔚来(NIO.SI)$
$蔚来-SW(09866)$
斌哥说的"新三大件"——智驾芯片、全域操作系统、智能底盘，很多人当时以为是概念炒作，但Q4的数据证明这是实打实的技术壁垒。这么说吧，NWM世界模型推送46万辆Banyan车型，这意味着蔚来在智能驾驶的核心架构上已经跑通了"世界模型+闭环强化学习"的技术路线。我们不妨看看行业现状，当别家还在卷城市NOA的开城数量时，蔚来已经在用自研芯片和操作系统重构体验上限。这种底层技术的垂直整合，才是ES8能卖上价、能维持高毛利的根本原因。十年专注纯电的积累，终于开始转化为定价权。
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3
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棋哥投研
棋哥投研
·
01-23
$脑动极光-B(06681)$
公司在浙江、河北、四川这些地方都设了子公司，明显是在铺全国的服务网络，方便规模化推广。
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619
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1
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棋哥投研
棋哥投研
·
01-15
$天数智芯(09903)$
服务客户从2022年22家激增至2025年6月的290家，前五大客户收入占比从94.2%降至38.6%，分散化布局提升抗风险能力，弱化单一客户依赖对股价的冲击。
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708
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1
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棋哥投研
棋哥投研
·
01-02
$天数智芯(09903)$
天数训练、推理两条产品线同步推进，2025起推理占比有望反超，契合国内大模型部署高峰，收入结构更均衡，留1.5W打新试试水
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1
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棋哥投研
棋哥投研
·
2025-12-23
$脑动极光-B(06681)$
拿到欧盟CE认证，走出国门也能用。
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574
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1
编组 21备份 2
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棋哥投研
棋哥投研
·
2025-12-23
$金嗓子(06896)$
下跌就是买入机会，长期趋势没变。
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308
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1
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棋哥投研
棋哥投研
·
2025-12-10
$赛力斯(09927)$
看到有人说赛力斯毛利没空间，我是认同的，毕竟 M5/M7 都在扩二供压成本，但销售费率下降是实打实的预期，规模起来后渠道分摊成本，这部分利润弹性也不差
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1
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棋哥投研
棋哥投研
·
2025-12-01
$极智嘉-W(02590)$
成交额一千多万，流动性还可以。纳入指数后，预计交投会更活跃些
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783
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1
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棋哥投研
棋哥投研
·
2025-11-26
四季度交付指引12万-12.5万台，同比增超65%！如果达成，蔚来将跻身一线阵营，用销量封住质疑者的嘴
$蔚来(NIO)$
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棋哥投研
棋哥投研
·
2025-11-03
$地平线机器人-W(09660)$
我不知道什么时候HSD，但是我看这个公司的走势相当可以，趋势在的
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 斌哥说的\"新三大件\"——智驾芯片、全域操作系统、智能底盘，很多人当时以为是概念炒作，但Q4的数据证明这是实打实的技术壁垒。这么说吧，NWM世界模型推送46万辆Banyan车型，这意味着蔚来在智能驾驶的核心架构上已经跑通了\"世界模型+闭环强化学习\"的技术路线。我们不妨看看行业现状，当别家还在卷城市NOA的开城数量时，蔚来已经在用自研芯片和操作系统重构体验上限。这种底层技术的垂直整合，才是ES8能卖上价、能维持高毛利的根本原因。十年专注纯电的积累，终于开始转化为定价权。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 斌哥说的\"新三大件\"——智驾芯片、全域操作系统、智能底盘，很多人当时以为是概念炒作，但Q4的数据证明这是实打实的技术壁垒。这么说吧，NWM世界模型推送46万辆Banyan车型，这意味着蔚来在智能驾驶的核心架构上已经跑通了\"世界模型+闭环强化学习\"的技术路线。我们不妨看看行业现状，当别家还在卷城市NOA的开城数量时，蔚来已经在用自研芯片和操作系统重构体验上限。这种底层技术的垂直整合，才是ES8能卖上价、能维持高毛利的根本原因。十年专注纯电的积累，终于开始转化为定价权。","text":"$蔚来(NIO)$ $蔚来(NIO.SI)$ $蔚来-SW(09866)$ 斌哥说的\"新三大件\"——智驾芯片、全域操作系统、智能底盘，很多人当时以为是概念炒作，但Q4的数据证明这是实打实的技术壁垒。这么说吧，NWM世界模型推送46万辆Banyan车型，这意味着蔚来在智能驾驶的核心架构上已经跑通了\"世界模型+闭环强化学习\"的技术路线。我们不妨看看行业现状，当别家还在卷城市NOA的开城数量时，蔚来已经在用自研芯片和操作系统重构体验上限。这种底层技术的垂直整合，才是ES8能卖上价、能维持高毛利的根本原因。十年专注纯电的积累，终于开始转化为定价权。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529514111594744","isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524759868801784,"gmtCreate":1769141801721,"gmtModify":1769141803643,"author":{"id":"4090735880032520","authorId":"4090735880032520","name":"棋哥投研","avatar":"https://static.tigerbbs.com/adb7b949e2f488d261f50c9272bca31e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735880032520","authorIdStr":"4090735880032520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a> 公司在浙江、河北、四川这些地方都设了子公司，明显是在铺全国的服务网络，方便规模化推广。","listText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a> 公司在浙江、河北、四川这些地方都设了子公司，明显是在铺全国的服务网络，方便规模化推广。","text":"$脑动极光-B(06681)$ 公司在浙江、河北、四川这些地方都设了子公司，明显是在铺全国的服务网络，方便规模化推广。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524759868801784","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522051799200112,"gmtCreate":1768443696609,"gmtModify":1768443698647,"author":{"id":"4090735880032520","authorId":"4090735880032520","name":"棋哥投研","avatar":"https://static.tigerbbs.com/adb7b949e2f488d261f50c9272bca31e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735880032520","authorIdStr":"4090735880032520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 服务客户从2022年22家激增至2025年6月的290家，前五大客户收入占比从94.2%降至38.6%，分散化布局提升抗风险能力，弱化单一客户依赖对股价的冲击。","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 服务客户从2022年22家激增至2025年6月的290家，前五大客户收入占比从94.2%降至38.6%，分散化布局提升抗风险能力，弱化单一客户依赖对股价的冲击。","text":"$天数智芯(09903)$ 服务客户从2022年22家激增至2025年6月的290家，前五大客户收入占比从94.2%降至38.6%，分散化布局提升抗风险能力，弱化单一客户依赖对股价的冲击。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522051799200112","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517581511909776,"gmtCreate":1767337006389,"gmtModify":1767337008238,"author":{"id":"4090735880032520","authorId":"4090735880032520","name":"棋哥投研","avatar":"https://static.tigerbbs.com/adb7b949e2f488d261f50c9272bca31e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735880032520","authorIdStr":"4090735880032520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>天数训练、推理两条产品线同步推进，2025起推理占比有望反超，契合国内大模型部署高峰，收入结构更均衡，留1.5W打新试试水","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>天数训练、推理两条产品线同步推进，2025起推理占比有望反超，契合国内大模型部署高峰，收入结构更均衡，留1.5W打新试试水","text":"$天数智芯(09903)$天数训练、推理两条产品线同步推进，2025起推理占比有望反超，契合国内大模型部署高峰，收入结构更均衡，留1.5W打新试试水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517581511909776","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513677911188488,"gmtCreate":1766455260597,"gmtModify":1766455262342,"author":{"id":"4090735880032520","authorId":"4090735880032520","name":"棋哥投研","avatar":"https://static.tigerbbs.com/adb7b949e2f488d261f50c9272bca31e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735880032520","authorIdStr":"4090735880032520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a>拿到欧盟CE认证，走出国门也能用。","listText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a>拿到欧盟CE认证，走出国门也能用。","text":"$脑动极光-B(06681)$拿到欧盟CE认证，走出国门也能用。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513677911188488","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513678062075960,"gmtCreate":1766455227758,"gmtModify":1766455229956,"author":{"id":"4090735880032520","authorId":"4090735880032520","name":"棋哥投研","avatar":"https://static.tigerbbs.com/adb7b949e2f488d261f50c9272bca31e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735880032520","authorIdStr":"4090735880032520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 下跌就是买入机会，长期趋势没变。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 下跌就是买入机会，长期趋势没变。","text":"$金嗓子(06896)$ 下跌就是买入机会，长期趋势没变。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513678062075960","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509201724428472,"gmtCreate":1765348165308,"gmtModify":1765348167467,"author":{"id":"4090735880032520","authorId":"4090735880032520","name":"棋哥投研","avatar":"https://static.tigerbbs.com/adb7b949e2f488d261f50c9272bca31e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735880032520","authorIdStr":"4090735880032520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 看到有人说赛力斯毛利没空间，我是认同的，毕竟 M5/M7 都在扩二供压成本，但销售费率下降是实打实的预期，规模起来后渠道分摊成本，这部分利润弹性也不差","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 看到有人说赛力斯毛利没空间，我是认同的，毕竟 M5/M7 都在扩二供压成本，但销售费率下降是实打实的预期，规模起来后渠道分摊成本，这部分利润弹性也不差","text":"$赛力斯(09927)$ 看到有人说赛力斯毛利没空间，我是认同的，毕竟 M5/M7 都在扩二供压成本，但销售费率下降是实打实的预期，规模起来后渠道分摊成本，这部分利润弹性也不差","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509201724428472","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506027505099336,"gmtCreate":1764566219821,"gmtModify":1764566221550,"author":{"id":"4090735880032520","authorId":"4090735880032520","name":"棋哥投研","avatar":"https://static.tigerbbs.com/adb7b949e2f488d261f50c9272bca31e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735880032520","authorIdStr":"4090735880032520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 成交额一千多万，流动性还可以。纳入指数后，预计交投会更活跃些","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 成交额一千多万，流动性还可以。纳入指数后，预计交投会更活跃些","text":"$极智嘉-W(02590)$ 成交额一千多万，流动性还可以。纳入指数后，预计交投会更活跃些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506027505099336","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504168976027920,"gmtCreate":1764121970380,"gmtModify":1764121972515,"author":{"id":"4090735880032520","authorId":"4090735880032520","name":"棋哥投研","avatar":"https://static.tigerbbs.com/adb7b949e2f488d261f50c9272bca31e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090735880032520","authorIdStr":"4090735880032520"},"themes":[],"title":"","htmlText":"四季度交付指引12万-12.5万台，同比增超65%！如果达成，蔚来将跻身一线阵营，用销量封住质疑者的嘴 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"四季度交付指引12万-12.5万台，同比增超65%！如果达成，蔚来将跻身一线阵营，用销量封住质疑者的嘴 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"四季度交付指引12万-12.5万台，同比增超65%！如果达成，蔚来将跻身一线阵营，用销量封住质疑者的嘴 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