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创富财经
创富财经
·
11-04
$金嗓子(06896)$
现在这估值，品牌价值就值104亿，现金储备还厚，跌下来反而机会大于风险？
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1
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创富财经
创富财经
·
10-08
$金嗓子(06896)$
新基地二期建完估计能降本增效，现在成本里材料占比太高，自动化生产线要是真能压低成本，毛利还能再蹭蹭。
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156
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创富财经
创富财经
·
09-23
$奥克斯电气(02580)$
空调行业这几年增速不错，奥克斯电气全球销量能排前三，市盈率还比同行低，是不是有点被低估了？
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357
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1
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创富财经
创富财经
·
09-08
$车车科技(CCG)$
回调不改基本面，保费150%增长+亏损收窄才是硬道理！
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380
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1
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创富财经
创富财经
·
08-29
$奥克斯电气(02580)$
奥克斯电气港股IPO定价出来了，最高不超过17.42港元/股，全球发售2亿多股，9月2号就上市了，动作挺快的。
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1,194
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编组 21备份 2
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创富财经
创富财经
·
07-23
$极智嘉-W(02590)$
跌了就加仓，现在股价下跌就是吸筹磨底，未来肯定翻倍，嘉哥加油。
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890
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2
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1
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创富财经
创富财经
·
07-22
$极智嘉-W(02590)$
股价回调？极智嘉的硬逻辑根本没松动：海外收入占 7 成抗风险，技术及全球化护城河深到同行挖不动，行业增速摆在那，现在的波动不过是上涨途中的 "深蹲"。龙头股的每一次回调，都是长期持有者加仓的机会，大家都看好，说明极智嘉确实很强。
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1,486
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1
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创富财经
创富财经
·
07-11
$极智嘉-W(02590)$
之前在港交所上市的几家机器人公司都涨的不错，优必选、越疆涨的都挺好，机器人这个行业正热，极智嘉也是赶上风口了，感觉下午又是一波大涨，等东风吧。
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754
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1
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创富财经
创富财经
·
07-11
双抗这赛道现在有多火不用多说吧？中国肿瘤药市场规模几千亿，双抗就是核心增长极。维立志博手里不光有肿瘤药，三特异性抗体还能搞自免疾病，这就把摊子铺得很开了
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创富财经
创富财经
·
06-16
维立志博从靶点创新到临床开发再到全球化布局都有，在 ADC、IO2.0、TCE 技术平台有优势，感觉更多的是体系化优势
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href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>新基地二期建完估计能降本增效，现在成本里材料占比太高，自动化生产线要是真能压低成本，毛利还能再蹭蹭。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>新基地二期建完估计能降本增效，现在成本里材料占比太高，自动化生产线要是真能压低成本，毛利还能再蹭蹭。","text":"$金嗓子(06896)$新基地二期建完估计能降本增效，现在成本里材料占比太高，自动化生产线要是真能压低成本，毛利还能再蹭蹭。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486890374176808","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481560339353720,"gmtCreate":1758592351794,"gmtModify":1758592353619,"author":{"id":"4090740624034750","authorId":"4090740624034750","name":"创富财经","avatar":"https://static.tigerbbs.com/68929b21556532171a5f482440f61617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740624034750","authorIdStr":"4090740624034750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> 空调行业这几年增速不错，奥克斯电气全球销量能排前三，市盈率还比同行低，是不是有点被低估了？","listText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> 空调行业这几年增速不错，奥克斯电气全球销量能排前三，市盈率还比同行低，是不是有点被低估了？","text":"$奥克斯电气(02580)$ 空调行业这几年增速不错，奥克斯电气全球销量能排前三，市盈率还比同行低，是不是有点被低估了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481560339353720","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476421158916248,"gmtCreate":1757317760020,"gmtModify":1757317761099,"author":{"id":"4090740624034750","authorId":"4090740624034750","name":"创富财经","avatar":"https://static.tigerbbs.com/68929b21556532171a5f482440f61617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740624034750","authorIdStr":"4090740624034750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$</a> 回调不改基本面，保费150%增长+亏损收窄才是硬道理！","listText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$</a> 回调不改基本面，保费150%增长+亏损收窄才是硬道理！","text":"$车车科技(CCG)$ 回调不改基本面，保费150%增长+亏损收窄才是硬道理！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476421158916248","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472700760166656,"gmtCreate":1756437195399,"gmtModify":1756437197567,"author":{"id":"4090740624034750","authorId":"4090740624034750","name":"创富财经","avatar":"https://static.tigerbbs.com/68929b21556532171a5f482440f61617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740624034750","authorIdStr":"4090740624034750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> 奥克斯电气港股IPO定价出来了，最高不超过17.42港元/股，全球发售2亿多股，9月2号就上市了，动作挺快的。","listText":"<a 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href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 跌了就加仓，现在股价下跌就是吸筹磨底，未来肯定翻倍，嘉哥加油。","text":"$极智嘉-W(02590)$ 跌了就加仓，现在股价下跌就是吸筹磨底，未来肯定翻倍，嘉哥加油。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/459565541192168","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":7,"crmLevelSwitch":1,"idStr":"3556585696539203","authorIdStr":"3556585696539203"},"content":"嗯确实是摩根的臭不要脸的手法，也只有他们才能走出这么恶心的走势来，","text":"嗯确实是摩根的臭不要脸的手法，也只有他们才能走出这么恶心的走势来，","html":"嗯确实是摩根的臭不要脸的手法，也只有他们才能走出这么恶心的走势来，"},{"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":7,"crmLevelSwitch":1,"idStr":"3556585696539203","authorIdStr":"3556585696539203"},"content":"大家一定要稳住，不要被他们甩下车","text":"大家一定要稳住，不要被他们甩下车","html":"大家一定要稳住，不要被他们甩下车"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459224528962368,"gmtCreate":1753152171849,"gmtModify":1753152173302,"author":{"id":"4090740624034750","authorId":"4090740624034750","name":"创富财经","avatar":"https://static.tigerbbs.com/68929b21556532171a5f482440f61617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740624034750","authorIdStr":"4090740624034750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 股价回调？极智嘉的硬逻辑根本没松动：海外收入占 7 成抗风险，技术及全球化护城河深到同行挖不动，行业增速摆在那，现在的波动不过是上涨途中的 \"深蹲\"。龙头股的每一次回调，都是长期持有者加仓的机会，大家都看好，说明极智嘉确实很强。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 股价回调？极智嘉的硬逻辑根本没松动：海外收入占 7 成抗风险，技术及全球化护城河深到同行挖不动，行业增速摆在那，现在的波动不过是上涨途中的 \"深蹲\"。龙头股的每一次回调，都是长期持有者加仓的机会，大家都看好，说明极智嘉确实很强。","text":"$极智嘉-W(02590)$ 股价回调？极智嘉的硬逻辑根本没松动：海外收入占 7 成抗风险，技术及全球化护城河深到同行挖不动，行业增速摆在那，现在的波动不过是上涨途中的 \"深蹲\"。龙头股的每一次回调，都是长期持有者加仓的机会，大家都看好，说明极智嘉确实很强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459224528962368","isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455370710508224,"gmtCreate":1752211270315,"gmtModify":1752211271685,"author":{"id":"4090740624034750","authorId":"4090740624034750","name":"创富财经","avatar":"https://static.tigerbbs.com/68929b21556532171a5f482440f61617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740624034750","authorIdStr":"4090740624034750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 之前在港交所上市的几家机器人公司都涨的不错，优必选、越疆涨的都挺好，机器人这个行业正热，极智嘉也是赶上风口了，感觉下午又是一波大涨，等东风吧。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 之前在港交所上市的几家机器人公司都涨的不错，优必选、越疆涨的都挺好，机器人这个行业正热，极智嘉也是赶上风口了，感觉下午又是一波大涨，等东风吧。","text":"$极智嘉-W(02590)$ 之前在港交所上市的几家机器人公司都涨的不错，优必选、越疆涨的都挺好，机器人这个行业正热，极智嘉也是赶上风口了，感觉下午又是一波大涨，等东风吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455370710508224","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455345351267168,"gmtCreate":1752205607118,"gmtModify":1752717069708,"author":{"id":"4090740624034750","authorId":"4090740624034750","name":"创富财经","avatar":"https://static.tigerbbs.com/68929b21556532171a5f482440f61617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740624034750","authorIdStr":"4090740624034750"},"themes":[],"htmlText":"双抗这赛道现在有多火不用多说吧？中国肿瘤药市场规模几千亿，双抗就是核心增长极。维立志博手里不光有肿瘤药，三特异性抗体还能搞自免疾病，这就把摊子铺得很开了","listText":"双抗这赛道现在有多火不用多说吧？中国肿瘤药市场规模几千亿，双抗就是核心增长极。维立志博手里不光有肿瘤药，三特异性抗体还能搞自免疾病，这就把摊子铺得很开了","text":"双抗这赛道现在有多火不用多说吧？中国肿瘤药市场规模几千亿，双抗就是核心增长极。维立志博手里不光有肿瘤药，三特异性抗体还能搞自免疾病，这就把摊子铺得很开了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455345351267168","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446620579172864,"gmtCreate":1750044209698,"gmtModify":1750044454216,"author":{"id":"4090740624034750","authorId":"4090740624034750","name":"创富财经","avatar":"https://static.tigerbbs.com/68929b21556532171a5f482440f61617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740624034750","authorIdStr":"4090740624034750"},"themes":[],"htmlText":"维立志博从靶点创新到临床开发再到全球化布局都有，在 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