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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
  1,023 评论
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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。
  250 评论
  1
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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。
  71 评论
  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
  495 评论
  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
  654 评论
  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 $蔚来(NIO)$
  858 评论
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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
  1,170 1
  1
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- 棋哥投研棋哥投研
  ·2025-11-03
  $找钢集团-W(06676)$ 股价跌了，但上半年平台钢铁交易吨量还在涨，业务基本盘稳得住
  654 评论
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- 棋哥投研棋哥投研
  ·2025-10-03
  $地平线机器人-W(09660)$国家一直在鼓励硬科技和高端制造，地平线干的正是这个。搭着政策的顺风车，总比在逆风行业里挣扎强。
  2,398 1
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- 棋哥投研棋哥投研
  ·2025-09-22
  $协鑫科技(03800)$ 大盘震荡正好洗掉浮筹，协鑫硅料成本行业领先，价格回暖时弹性更大。
  1,118 评论
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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":71,"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,"authorIdStr":"4090735880032520","idStr":"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":495,"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,"authorIdStr":"4090735880032520","idStr":"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":654,"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,"authorIdStr":"4090735880032520","idStr":"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 $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504168976027920","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496055701177032,"gmtCreate":1762138175178,"gmtModify":1762138177024,"author":{"id":"4090735880032520","authorId":"4090735880032520","name":"棋哥投研","avatar":"https://static.tigerbbs.com/adb7b949e2f488d261f50c9272bca31e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735880032520","idStr":"4090735880032520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>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","listText":"<a 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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>国家一直在鼓励硬科技和高端制造，地平线干的正是这个。搭着政策的顺风车，总比在逆风行业里挣扎强。","text":"$地平线机器人-W(09660)$国家一直在鼓励硬科技和高端制造，地平线干的正是这个。搭着政策的顺风车，总比在逆风行业里挣扎强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/485089676894392","isVote":1,"tweetType":1,"viewCount":2398,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/e96cbf9c80a9100b3ffffc80c96d8329","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"content":"各种吹牛逼，结果呢？！！股票跌跌不休！！","text":"各种吹牛逼，结果呢？！！股票跌跌不休！！","html":"各种吹牛逼，结果呢？！！股票跌跌不休！！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481258310045768,"gmtCreate":1758518541126,"gmtModify":1758518543063,"author":{"id":"4090735880032520","authorId":"4090735880032520","name":"棋哥投研","avatar":"https://static.tigerbbs.com/adb7b949e2f488d261f50c9272bca31e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735880032520","idStr":"4090735880032520"},"themes":[],"htmlText":"<a 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