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天投财经
天投财经
·
03-20
山高控股 “绿电 + 算力” 核心主业协同效应持续释放，产业布局根基深厚，核心盈利逻辑未发生变化，短期业绩扰动不改长期发展向好趋势
$山高控股(00412)$
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天投财经
天投财经
·
03-02
$牧原股份(002714)$
越南招聘还在继续，50万年薪挖项目经理，100万招越南籍管培生。这出海力度，不是去旅游，是去干活的。西宁省6.4万头能繁，平福省2万头，加起来210万头出栏能力
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天投财经
天投财经
·
02-05
我们不妨看看这个信号：盘前涨11%绝不是情绪冲动。智驾大模型NWM提速、算力加码，这意味着技术护城河还在加深。当别人还在拼价格，蔚来已经开始拼技术变现了。2026年全年盈利稳了，我锁仓不动。
$蔚来(NIO)$
$蔚来-SW(09866)$
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天投财经
天投财经
·
01-23
$脑动极光-B(06681)$
融资公告里提到，一部分资金会用于战略投资和收购，看来接下来可能还有动作。
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1,004
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天投财经
天投财经
·
01-13
$明略科技-W(02718)$
新质生产力风口下，AI 企业要 “接地气”！Minimax 主攻消费端，智谱侧重技术输出，明略深耕产业端，赋能零售、餐饮、制造等实体行业，政策 + 需求双重加持，上涨逻辑更顺。
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1
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天投财经
天投财经
·
01-05
$智汇矿业(02546)$
下游是新能源汽车、储能这些热门领域，需求肯定不愁，产品有地方卖，这就很安心
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1,062
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天投财经
天投财经
·
01-05
$金嗓子(06896)$
品牌价值都 104 亿了还愁啥？连续多年蝉联咽喉类 OTC 第一，国民度摆在这，这种品牌护城河不是随便能被超越的～
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天投财经
天投财经
·
01-03
$天数智芯(09903)$
$壁仞科技(06082)$
有人关注天数智芯 GPGPU的官方实测数据吗，天数智芯GEMM利用率飙到理论峰值，长序列FA算子MFU力压A800！PCIE带宽虽有限，通算融合把通信隐藏到看不见，prefill吞吐反杀旗舰卡。硬件诚意+软件极致优化，本来还犹豫要不要打新的，这样可以申购几手试试啊
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天投财经
天投财经
·
2025-12-23
$微创医疗(00853)$
随着政策的明确和头部企业的业绩改善，市场对创新医疗器械的应该回归
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783
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天投财经
天投财经
·
2025-12-23
$微创医疗(00853)$
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“绿电 + 算力” 核心主业协同效应持续释放，产业布局根基深厚，核心盈利逻辑未发生变化，短期业绩扰动不改长期发展向好趋势 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"山高控股 “绿电 + 算力” 核心主业协同效应持续释放，产业布局根基深厚，核心盈利逻辑未发生变化，短期业绩扰动不改长期发展向好趋势 <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"山高控股 “绿电 + 算力” 核心主业协同效应持续释放，产业布局根基深厚，核心盈利逻辑未发生变化，短期业绩扰动不改长期发展向好趋势 $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544644578255072","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538206777615752,"gmtCreate":1772419029372,"gmtModify":1772419031376,"author":{"id":"4090735903032580","authorId":"4090735903032580","name":"天投财经","avatar":"https://static.tigerbbs.com/ba272258d6d636835936066c9fa09ed4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735903032580","idStr":"4090735903032580"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/002714\">$牧原股份(002714)$</a> 越南招聘还在继续，50万年薪挖项目经理，100万招越南籍管培生。这出海力度，不是去旅游，是去干活的。西宁省6.4万头能繁，平福省2万头，加起来210万头出栏能力","listText":"<a href=\"https://laohu8.com/S/002714\">$牧原股份(002714)$</a> 越南招聘还在继续，50万年薪挖项目经理，100万招越南籍管培生。这出海力度，不是去旅游，是去干活的。西宁省6.4万头能繁，平福省2万头，加起来210万头出栏能力","text":"$牧原股份(002714)$ 越南招聘还在继续，50万年薪挖项目经理，100万招越南籍管培生。这出海力度，不是去旅游，是去干活的。西宁省6.4万头能繁，平福省2万头，加起来210万头出栏能力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538206777615752","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529523714273432,"gmtCreate":1770299219919,"gmtModify":1770299221851,"author":{"id":"4090735903032580","authorId":"4090735903032580","name":"天投财经","avatar":"https://static.tigerbbs.com/ba272258d6d636835936066c9fa09ed4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735903032580","idStr":"4090735903032580"},"themes":[],"title":"","htmlText":"我们不妨看看这个信号：盘前涨11%绝不是情绪冲动。智驾大模型NWM提速、算力加码，这意味着技术护城河还在加深。当别人还在拼价格，蔚来已经开始拼技术变现了。2026年全年盈利稳了，我锁仓不动。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"我们不妨看看这个信号：盘前涨11%绝不是情绪冲动。智驾大模型NWM提速、算力加码，这意味着技术护城河还在加深。当别人还在拼价格，蔚来已经开始拼技术变现了。2026年全年盈利稳了，我锁仓不动。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"我们不妨看看这个信号：盘前涨11%绝不是情绪冲动。智驾大模型NWM提速、算力加码，这意味着技术护城河还在加深。当别人还在拼价格，蔚来已经开始拼技术变现了。2026年全年盈利稳了，我锁仓不动。 $蔚来(NIO)$ $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529523714273432","isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524990226657984,"gmtCreate":1769149482162,"gmtModify":1769149484637,"author":{"id":"4090735903032580","authorId":"4090735903032580","name":"天投财经","avatar":"https://static.tigerbbs.com/ba272258d6d636835936066c9fa09ed4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735903032580","idStr":"4090735903032580"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a> 融资公告里提到，一部分资金会用于战略投资和收购，看来接下来可能还有动作。","listText":"<a href=\"https://laohu8.com/S/06681\">$脑动极光-B(06681)$</a> 融资公告里提到，一部分资金会用于战略投资和收购，看来接下来可能还有动作。","text":"$脑动极光-B(06681)$ 融资公告里提到，一部分资金会用于战略投资和收购，看来接下来可能还有动作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524990226657984","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521231155311144,"gmtCreate":1768282402569,"gmtModify":1768282405817,"author":{"id":"4090735903032580","authorId":"4090735903032580","name":"天投财经","avatar":"https://static.tigerbbs.com/ba272258d6d636835936066c9fa09ed4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735903032580","idStr":"4090735903032580"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 新质生产力风口下，AI 企业要 “接地气”！Minimax 主攻消费端，智谱侧重技术输出，明略深耕产业端，赋能零售、餐饮、制造等实体行业，政策 + 需求双重加持，上涨逻辑更顺。","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a> 新质生产力风口下，AI 企业要 “接地气”！Minimax 主攻消费端，智谱侧重技术输出，明略深耕产业端，赋能零售、餐饮、制造等实体行业，政策 + 需求双重加持，上涨逻辑更顺。","text":"$明略科技-W(02718)$ 新质生产力风口下，AI 企业要 “接地气”！Minimax 主攻消费端，智谱侧重技术输出，明略深耕产业端，赋能零售、餐饮、制造等实体行业，政策 + 需求双重加持，上涨逻辑更顺。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521231155311144","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518584766333440,"gmtCreate":1767582895844,"gmtModify":1767582898171,"author":{"id":"4090735903032580","authorId":"4090735903032580","name":"天投财经","avatar":"https://static.tigerbbs.com/ba272258d6d636835936066c9fa09ed4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735903032580","idStr":"4090735903032580"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>下游是新能源汽车、储能这些热门领域，需求肯定不愁，产品有地方卖，这就很安心","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>下游是新能源汽车、储能这些热门领域，需求肯定不愁，产品有地方卖，这就很安心","text":"$智汇矿业(02546)$下游是新能源汽车、储能这些热门领域，需求肯定不愁，产品有地方卖，这就很安心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518584766333440","isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518584856507024,"gmtCreate":1767582861376,"gmtModify":1767582863284,"author":{"id":"4090735903032580","authorId":"4090735903032580","name":"天投财经","avatar":"https://static.tigerbbs.com/ba272258d6d636835936066c9fa09ed4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735903032580","idStr":"4090735903032580"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 品牌价值都 104 亿了还愁啥？连续多年蝉联咽喉类 OTC 第一，国民度摆在这，这种品牌护城河不是随便能被超越的～","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 品牌价值都 104 亿了还愁啥？连续多年蝉联咽喉类 OTC 第一，国民度摆在这，这种品牌护城河不是随便能被超越的～","text":"$金嗓子(06896)$ 品牌价值都 104 亿了还愁啥？连续多年蝉联咽喉类 OTC 第一，国民度摆在这，这种品牌护城河不是随便能被超越的～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518584856507024","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517930115113360,"gmtCreate":1767422114593,"gmtModify":1767422116912,"author":{"id":"4090735903032580","authorId":"4090735903032580","name":"天投财经","avatar":"https://static.tigerbbs.com/ba272258d6d636835936066c9fa09ed4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735903032580","idStr":"4090735903032580"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$</a> 有人关注天数智芯 GPGPU的官方实测数据吗，天数智芯GEMM利用率飙到理论峰值，长序列FA算子MFU力压A800！PCIE带宽虽有限，通算融合把通信隐藏到看不见，prefill吞吐反杀旗舰卡。硬件诚意+软件极致优化，本来还犹豫要不要打新的，这样可以申购几手试试啊","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> <a href=\"https://laohu8.com/S/06082\">$壁仞科技(06082)$</a> 有人关注天数智芯 GPGPU的官方实测数据吗，天数智芯GEMM利用率飙到理论峰值，长序列FA算子MFU力压A800！PCIE带宽虽有限，通算融合把通信隐藏到看不见，prefill吞吐反杀旗舰卡。硬件诚意+软件极致优化，本来还犹豫要不要打新的，这样可以申购几手试试啊","text":"$天数智芯(09903)$ $壁仞科技(06082)$ 有人关注天数智芯 GPGPU的官方实测数据吗，天数智芯GEMM利用率飙到理论峰值，长序列FA算子MFU力压A800！PCIE带宽虽有限，通算融合把通信隐藏到看不见，prefill吞吐反杀旗舰卡。硬件诚意+软件极致优化，本来还犹豫要不要打新的，这样可以申购几手试试啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517930115113360","isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513703005143424,"gmtCreate":1766461310341,"gmtModify":1766461312186,"author":{"id":"4090735903032580","authorId":"4090735903032580","name":"天投财经","avatar":"https://static.tigerbbs.com/ba272258d6d636835936066c9fa09ed4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090735903032580","idStr":"4090735903032580"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>随着政策的明确和头部企业的业绩改善，市场对创新医疗器械的应该回归","listText":"<a 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