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吃螃蟹钳子的人
吃螃蟹钳子的人
·
02-05 21:46
$蔚来(NIO)$
$蔚来-SW(09866)$
盘前直接飙了10%，看着手机手都在抖。7到12亿的Non-GAAP盈利，连最严格的GAAP都挣钱了，这可是补贴退坡的Q4啊。这么说吧，市场终于醒悟了，蔚来从烧钱机器变成印钞机，只不过一夜之间。[开心]
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
01-23
$金嗓子(06896)$
69年老字号能保持这样的活力不容易啊，品牌价值104亿，OTC咽喉类第一，这基本面还是挺稳的。虽然今天大盘不好，但这种老牌子跌也跌不到哪去，继续拿着。
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
01-23
$汽车街(02443)$
这点波动毛毛雨啦，持股的根本不慌
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1
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
01-13
MINIMAX 的 M2 模型是全球前五、开源第一，编程场景 token 用量排第三，再配上星野和 Talkie 的 C 端流量，技术 + 市场双在线[鼓掌]
$MINIMAX-WP(00100)$
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
01-05
$希迪智驾(03881)$
公司三大块业务——自动驾驶矿卡、车路协同、智能感知，看起来是互相协同的。尤其是感知设备，既能卖硬件，也能输出解决方案，模式挺轻的。
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
01-05
股价已经在很低的位置了，风险释放了不少，每涨一分钱都是修复
$山高控股(00412)$
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
01-05
$MINIMAX-WP(00100)$
$阿里巴巴-W(09988)$
$巨人网络(002558)$
资本的眼睛是雪亮的。当一家公司的早期股东名单里同时出现阿里和腾讯，这本身就说明了很多问题。这不仅是财务投资，更意味着两大生态对其技术路径和战略价值的双重认可。看好MiniMax，某种程度上也是相信这些顶级战略投资者的眼光和它所创造的稀缺性
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
01-03
$天数智芯(09903)$
刚打新群里发了，ByteMLPerf刚出炉，天数智芯GEMM/FA双料高利用率，硬件性能直接拉满！SIMT架构+类CUDA生态，开发者零门槛迁移，大模型落地快人一步。国产算力底座里最能打的存在，打新别犹豫。
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
2025-12-23
在AI这个被视为“资本黑洞”的行业，MiniMax书写了一个关于效率的奇迹。根据招股书，公司自成立至今累计花费约5亿美元。相比之下，行业领袖OpenAI的累计花费估计在400亿至550亿美元。这意味着，MiniMax仅用约1%的成本，就实现了在文本、语音、视觉全模态领域跻身全球第一梯队的目标。这道算术题重新定义了AGI竞赛的规则：通往顶尖技术之路，不一定非要依赖无限的资本堆砌，极致的战略聚焦与工程优化同样可以创造奇迹。
$阿里巴巴-W(09988)$
$腾讯控股(00700)$
$工业富联(601138)$
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吃螃蟹钳子的人
吃螃蟹钳子的人
·
2025-12-23
$智汇矿业(02546)$
所有利好出尽是利空，这话今天应验了。但公司的经营是连续的，地下矿才刚投产，利好出尽了吗？
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盘前直接飙了10%，看着手机手都在抖。7到12亿的Non-GAAP盈利，连最严格的GAAP都挣钱了，这可是补贴退坡的Q4啊。这么说吧，市场终于醒悟了，蔚来从烧钱机器变成印钞机，只不过一夜之间。[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529523880903752","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524786703008776,"gmtCreate":1769148357268,"gmtModify":1769148359596,"author":{"id":"4090735895032540","authorId":"4090735895032540","name":"吃螃蟹钳子的人","avatar":"https://static.tigerbbs.com/b60e0059ff92f484d95b8532c876aef3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735895032540","idStr":"4090735895032540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>69年老字号能保持这样的活力不容易啊，品牌价值104亿，OTC咽喉类第一，这基本面还是挺稳的。虽然今天大盘不好，但这种老牌子跌也跌不到哪去，继续拿着。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>69年老字号能保持这样的活力不容易啊，品牌价值104亿，OTC咽喉类第一，这基本面还是挺稳的。虽然今天大盘不好，但这种老牌子跌也跌不到哪去，继续拿着。","text":"$金嗓子(06896)$69年老字号能保持这样的活力不容易啊，品牌价值104亿，OTC咽喉类第一，这基本面还是挺稳的。虽然今天大盘不好，但这种老牌子跌也跌不到哪去，继续拿着。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524786703008776","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524764010090896,"gmtCreate":1769148330634,"gmtModify":1769148332982,"author":{"id":"4090735895032540","authorId":"4090735895032540","name":"吃螃蟹钳子的人","avatar":"https://static.tigerbbs.com/b60e0059ff92f484d95b8532c876aef3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735895032540","idStr":"4090735895032540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$</a> 这点波动毛毛雨啦，持股的根本不慌","listText":"<a href=\"https://laohu8.com/S/02443\">$汽车街(02443)$</a> 这点波动毛毛雨啦，持股的根本不慌","text":"$汽车街(02443)$ 这点波动毛毛雨啦，持股的根本不慌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524764010090896","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521225604203792,"gmtCreate":1768281052389,"gmtModify":1768281057096,"author":{"id":"4090735895032540","authorId":"4090735895032540","name":"吃螃蟹钳子的人","avatar":"https://static.tigerbbs.com/b60e0059ff92f484d95b8532c876aef3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735895032540","idStr":"4090735895032540"},"themes":[],"title":"","htmlText":"MINIMAX 的 M2 模型是全球前五、开源第一，编程场景 token 用量排第三，再配上星野和 Talkie 的 C 端流量，技术 + 市场双在线[鼓掌]<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","listText":"MINIMAX 的 M2 模型是全球前五、开源第一，编程场景 token 用量排第三，再配上星野和 Talkie 的 C 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href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a>公司三大块业务——自动驾驶矿卡、车路协同、智能感知，看起来是互相协同的。尤其是感知设备，既能卖硬件，也能输出解决方案，模式挺轻的。","text":"$希迪智驾(03881)$公司三大块业务——自动驾驶矿卡、车路协同、智能感知，看起来是互相协同的。尤其是感知设备，既能卖硬件，也能输出解决方案，模式挺轻的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518342805299768","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518341848428760,"gmtCreate":1767577492463,"gmtModify":1767577494765,"author":{"id":"4090735895032540","authorId":"4090735895032540","name":"吃螃蟹钳子的人","avatar":"https://static.tigerbbs.com/b60e0059ff92f484d95b8532c876aef3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735895032540","idStr":"4090735895032540"},"themes":[],"title":"","htmlText":"股价已经在很低的位置了，风险释放了不少，每涨一分钱都是修复<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"股价已经在很低的位置了，风险释放了不少，每涨一分钱都是修复<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"股价已经在很低的位置了，风险释放了不少，每涨一分钱都是修复$山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518341848428760","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518564520886704,"gmtCreate":1767577448814,"gmtModify":1767577451276,"author":{"id":"4090735895032540","authorId":"4090735895032540","name":"吃螃蟹钳子的人","avatar":"https://static.tigerbbs.com/b60e0059ff92f484d95b8532c876aef3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735895032540","idStr":"4090735895032540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/002558\">$巨人网络(002558)$</a> 资本的眼睛是雪亮的。当一家公司的早期股东名单里同时出现阿里和腾讯，这本身就说明了很多问题。这不仅是财务投资，更意味着两大生态对其技术路径和战略价值的双重认可。看好MiniMax，某种程度上也是相信这些顶级战略投资者的眼光和它所创造的稀缺性","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/002558\">$巨人网络(002558)$</a> 资本的眼睛是雪亮的。当一家公司的早期股东名单里同时出现阿里和腾讯，这本身就说明了很多问题。这不仅是财务投资，更意味着两大生态对其技术路径和战略价值的双重认可。看好MiniMax，某种程度上也是相信这些顶级战略投资者的眼光和它所创造的稀缺性","text":"$MINIMAX-WP(00100)$ $阿里巴巴-W(09988)$ $巨人网络(002558)$ 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href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 刚打新群里发了，ByteMLPerf刚出炉，天数智芯GEMM/FA双料高利用率，硬件性能直接拉满！SIMT架构+类CUDA生态，开发者零门槛迁移，大模型落地快人一步。国产算力底座里最能打的存在，打新别犹豫。","text":"$天数智芯(09903)$ 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