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在能力圈内做事
在能力圈内做事
·
01-26
$MINIMAX-WP(00100)$
国家"十五五"规划明确要发展通用人工智能，MiniMax作为政策座谈会代表企业，未来在算力补贴、数据开放、标准制定等方面都会获得优先支持，政策护城河深厚。[贱笑][贱笑]
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在能力圈内做事
在能力圈内做事
·
01-26
$极智嘉-W(02590)$
大和发表研究报告指，相信极智嘉－Ｗ(02590.HK)的股价可以延续升势。 大和表示，虽然极智嘉去年第四季的基本面稳健，但投资者对其波动性仍感到忧虑。不过，该行认为，年初至今的强劲表现主要反映出禁售期结束后，悬而未决的股票供应压力已经消除。当股价经历深度修正后，当前已处于具吸引力的估值区间，因此相信投资者正从观望转为买入。 该行提到，尽管极智嘉股价处于历史高位，但仍有若干尚未充分反映的催化因素，例如潜在的盈利预告及可能纳入互联互通等。此外，整体风险偏好回升的投资氛围，加上公司的盈利前景清晰及机械人TAM具备高度可预测性，相较去年更具估值上行空间。该行重申对其「买入」评级。
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在能力圈内做事
在能力圈内做事
·
01-14
$山高控股(00412)$
大盘今天微微回调，这股居然能逆势涨，看来资金在往稳当的基建+新能源赛道跑
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490
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1
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在能力圈内做事
在能力圈内做事
·
01-14
$天数智芯(09903)$
天数智芯 2024 年通用 GPU 产品毛利率达 56.6%，2025 年上半年整体毛利率 50.1%，盈利基本面持续改善
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911
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在能力圈内做事
在能力圈内做事
·
01-05
禾赛160万交付里，ATX占了百来万，这单品就很能打，明年量起来利润应该更好看。
$禾赛(HSAI)$
$禾赛-W(02525)$
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647
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1
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在能力圈内做事
在能力圈内做事
·
01-05
$中际旭创(300308)$
$新易盛(300502)$
$MINIMAX-WP(00100)$
MiniMax M2.1模型的发布进一步验证技术硬实力，10B激活参数就在Multi-SWE-bench拿下全球SOTA，超越Claude Sonnet 4.5，打破了AI偏科前端的行业痛点，真正掌握后端开发规范，在存量代码维护等深水区具备工程级解决方案能力
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463
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在能力圈内做事
在能力圈内做事
·
2025-12-23
$赛力斯(09927)$
慢慢折腾吧，下方已经没有空间了，不可能卖的
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543
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在能力圈内做事
在能力圈内做事
·
2025-12-03
$金嗓子(06896)$
经济不好，但该吃喉糖、吃益生菌的人还是会吃，生意韧性足。
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596
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在能力圈内做事
在能力圈内做事
·
2025-12-02
$明略科技-W(02718)$
明略科技这次营销科学大会干货满满，Agentic AI的新方向算是被他们玩明白了。
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895
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在能力圈内做事
在能力圈内做事
·
2025-11-24
$找钢集团-W(06676)$
在股市，活得久比赚得快重要得多
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877
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href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>国家\"十五五\"规划明确要发展通用人工智能，MiniMax作为政策座谈会代表企业，未来在算力补贴、数据开放、标准制定等方面都会获得优先支持，政策护城河深厚。[贱笑][贱笑]","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>国家\"十五五\"规划明确要发展通用人工智能，MiniMax作为政策座谈会代表企业，未来在算力补贴、数据开放、标准制定等方面都会获得优先支持，政策护城河深厚。[贱笑][贱笑]","text":"$MINIMAX-WP(00100)$国家\"十五五\"规划明确要发展通用人工智能，MiniMax作为政策座谈会代表企业，未来在算力补贴、数据开放、标准制定等方面都会获得优先支持，政策护城河深厚。[贱笑][贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525856531759120","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525855305889136,"gmtCreate":1769409306411,"gmtModify":1769409310467,"author":{"id":"4090740707034800","authorId":"4090740707034800","name":"在能力圈内做事","avatar":"https://static.tigerbbs.com/eae913210ead37534ccd6a5658b225e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740707034800","idStr":"4090740707034800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 大和发表研究报告指，相信极智嘉－Ｗ(02590.HK)的股价可以延续升势。 大和表示，虽然极智嘉去年第四季的基本面稳健，但投资者对其波动性仍感到忧虑。不过，该行认为，年初至今的强劲表现主要反映出禁售期结束后，悬而未决的股票供应压力已经消除。当股价经历深度修正后，当前已处于具吸引力的估值区间，因此相信投资者正从观望转为买入。 该行提到，尽管极智嘉股价处于历史高位，但仍有若干尚未充分反映的催化因素，例如潜在的盈利预告及可能纳入互联互通等。此外，整体风险偏好回升的投资氛围，加上公司的盈利前景清晰及机械人TAM具备高度可预测性，相较去年更具估值上行空间。该行重申对其「买入」评级。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 大和发表研究报告指，相信极智嘉－Ｗ(02590.HK)的股价可以延续升势。 大和表示，虽然极智嘉去年第四季的基本面稳健，但投资者对其波动性仍感到忧虑。不过，该行认为，年初至今的强劲表现主要反映出禁售期结束后，悬而未决的股票供应压力已经消除。当股价经历深度修正后，当前已处于具吸引力的估值区间，因此相信投资者正从观望转为买入。 该行提到，尽管极智嘉股价处于历史高位，但仍有若干尚未充分反映的催化因素，例如潜在的盈利预告及可能纳入互联互通等。此外，整体风险偏好回升的投资氛围，加上公司的盈利前景清晰及机械人TAM具备高度可预测性，相较去年更具估值上行空间。该行重申对其「买入」评级。","text":"$极智嘉-W(02590)$ 大和发表研究报告指，相信极智嘉－Ｗ(02590.HK)的股价可以延续升势。 大和表示，虽然极智嘉去年第四季的基本面稳健，但投资者对其波动性仍感到忧虑。不过，该行认为，年初至今的强劲表现主要反映出禁售期结束后，悬而未决的股票供应压力已经消除。当股价经历深度修正后，当前已处于具吸引力的估值区间，因此相信投资者正从观望转为买入。 该行提到，尽管极智嘉股价处于历史高位，但仍有若干尚未充分反映的催化因素，例如潜在的盈利预告及可能纳入互联互通等。此外，整体风险偏好回升的投资氛围，加上公司的盈利前景清晰及机械人TAM具备高度可预测性，相较去年更具估值上行空间。该行重申对其「买入」评级。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525855305889136","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521501210879064,"gmtCreate":1768359548483,"gmtModify":1768359551462,"author":{"id":"4090740707034800","authorId":"4090740707034800","name":"在能力圈内做事","avatar":"https://static.tigerbbs.com/eae913210ead37534ccd6a5658b225e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740707034800","idStr":"4090740707034800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>大盘今天微微回调，这股居然能逆势涨，看来资金在往稳当的基建+新能源赛道跑","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>大盘今天微微回调，这股居然能逆势涨，看来资金在往稳当的基建+新能源赛道跑","text":"$山高控股(00412)$大盘今天微微回调，这股居然能逆势涨，看来资金在往稳当的基建+新能源赛道跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521501210879064","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521500549485136,"gmtCreate":1768359452181,"gmtModify":1768359455272,"author":{"id":"4090740707034800","authorId":"4090740707034800","name":"在能力圈内做事","avatar":"https://static.tigerbbs.com/eae913210ead37534ccd6a5658b225e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740707034800","idStr":"4090740707034800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 天数智芯 2024 年通用 GPU 产品毛利率达 56.6%，2025 年上半年整体毛利率 50.1%，盈利基本面持续改善","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 天数智芯 2024 年通用 GPU 产品毛利率达 56.6%，2025 年上半年整体毛利率 50.1%，盈利基本面持续改善","text":"$天数智芯(09903)$ 天数智芯 2024 年通用 GPU 产品毛利率达 56.6%，2025 年上半年整体毛利率 50.1%，盈利基本面持续改善","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521500549485136","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"content":"草 都看好的 反而不行","text":"草 都看好的 反而不行","html":"草 都看好的 反而不行"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518631036018832,"gmtCreate":1767594189254,"gmtModify":1767594192042,"author":{"id":"4090740707034800","authorId":"4090740707034800","name":"在能力圈内做事","avatar":"https://static.tigerbbs.com/eae913210ead37534ccd6a5658b225e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740707034800","idStr":"4090740707034800"},"themes":[],"title":"","htmlText":"禾赛160万交付里，ATX占了百来万，这单品就很能打，明年量起来利润应该更好看。 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","listText":"禾赛160万交付里，ATX占了百来万，这单品就很能打，明年量起来利润应该更好看。 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","text":"禾赛160万交付里，ATX占了百来万，这单品就很能打，明年量起来利润应该更好看。 $禾赛(HSAI)$ $禾赛-W(02525)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518631036018832","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518410018894424,"gmtCreate":1767594151382,"gmtModify":1767594154039,"author":{"id":"4090740707034800","authorId":"4090740707034800","name":"在能力圈内做事","avatar":"https://static.tigerbbs.com/eae913210ead37534ccd6a5658b225e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740707034800","idStr":"4090740707034800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$</a> <a href=\"https://laohu8.com/S/300502\">$新易盛(300502)$</a> <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> MiniMax M2.1模型的发布进一步验证技术硬实力，10B激活参数就在Multi-SWE-bench拿下全球SOTA，超越Claude Sonnet 4.5，打破了AI偏科前端的行业痛点，真正掌握后端开发规范，在存量代码维护等深水区具备工程级解决方案能力","listText":"<a href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$</a> <a href=\"https://laohu8.com/S/300502\">$新易盛(300502)$</a> <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> MiniMax M2.1模型的发布进一步验证技术硬实力，10B激活参数就在Multi-SWE-bench拿下全球SOTA，超越Claude Sonnet 4.5，打破了AI偏科前端的行业痛点，真正掌握后端开发规范，在存量代码维护等深水区具备工程级解决方案能力","text":"$中际旭创(300308)$ $新易盛(300502)$ $MINIMAX-WP(00100)$ MiniMax M2.1模型的发布进一步验证技术硬实力，10B激活参数就在Multi-SWE-bench拿下全球SOTA，超越Claude Sonnet 4.5，打破了AI偏科前端的行业痛点，真正掌握后端开发规范，在存量代码维护等深水区具备工程级解决方案能力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518410018894424","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513767726437128,"gmtCreate":1766477179065,"gmtModify":1766477181177,"author":{"id":"4090740707034800","authorId":"4090740707034800","name":"在能力圈内做事","avatar":"https://static.tigerbbs.com/eae913210ead37534ccd6a5658b225e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740707034800","idStr":"4090740707034800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>慢慢折腾吧，下方已经没有空间了，不可能卖的","listText":"<a 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