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半仓打天下
半仓打天下
·
10-06 11:47
$找钢集团-W(06676)$
不荐股，就说找钢这合作挺实在，供应链+数据平台要是真打通，效率提升空间很大。
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1
编组 21备份 2
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半仓打天下
半仓打天下
·
09-12
$地平线机器人-W(09660)$
机器人风口延续，地平线基本面稳健，适合中线跟踪
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337
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1
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半仓打天下
半仓打天下
·
09-12
$车车科技(CCG)$
投资要看未来。CCG的下一个爆点非常清晰：一是Q3实现单季盈利（上半年亏损已大幅收窄），这将彻底证明其盈利模式；二是出海战略的实质性落地。一旦成功，将打开一个比国内更广阔的蓝海市场。
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499
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2
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半仓打天下
半仓打天下
·
09-09
$奥克斯电气(02580)$
压缩机自供率百分百，供应链自主性强，这点在行业里确实有优势
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360
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1
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半仓打天下
半仓打天下
·
09-04
$车车科技(CCG)$
格局放大，拿稳筹码，让利润奔跑！
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208
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2
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半仓打天下
半仓打天下
·
08-14
$找钢集团-W(06676)$
稳住，等市场消息刺激，现在的找钢你爱答不理，以后的找钢你高攀不起
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517
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1
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半仓打天下
半仓打天下
·
08-14
$极智嘉-W(02590)$
对比宇树（四足机器人硬件强）、智元（人形+AI概念热），极智嘉从仓储场景切入具身智能，以全球客户、供应链和服务网络为基础，加上机器人仓落地，具身智能研发将会加快，若具身智能业务的突破性进展，将打开估值上行空间，股价将大幅提升。
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374
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1
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半仓打天下
半仓打天下
·
07-28
$地平线机器人-W(09660)$
上海放开无人驾驶出租运营牌照，今天应该股价应该大涨才对
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1,112
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1
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1
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半仓打天下
半仓打天下
·
07-14
$云知声(09678)$
港股首只纯AGI概念股，三年营收增速25%，医疗AI占比持续提升，赛道稀缺性拉满，有回调都是黄金坑。
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半仓打天下
半仓打天下
·
06-26
$找钢集团-W(06676)$
找钢这家公司是做线上贸易的，是产业互联网平台，传统钢贸发货磨叽1天，找钢平台10分钟搞定？数字化是真把采购流程剁碎了，小老板们就吃这套，大家都适应了快节奏的生活，所以现在快才是真正的王道
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格局放大，拿稳筹码，让利润奔跑！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475000923131976","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467436945432920,"gmtCreate":1755137204446,"gmtModify":1755137205659,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740716034810","authorIdStr":"4090740716034810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 稳住，等市场消息刺激，现在的找钢你爱答不理，以后的找钢你高攀不起","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 稳住，等市场消息刺激，现在的找钢你爱答不理，以后的找钢你高攀不起","text":"$找钢集团-W(06676)$ 稳住，等市场消息刺激，现在的找钢你爱答不理，以后的找钢你高攀不起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467436945432920","isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467434546270384,"gmtCreate":1755137068164,"gmtModify":1755137069756,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740716034810","authorIdStr":"4090740716034810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 对比宇树（四足机器人硬件强）、智元（人形+AI概念热），极智嘉从仓储场景切入具身智能，以全球客户、供应链和服务网络为基础，加上机器人仓落地，具身智能研发将会加快，若具身智能业务的突破性进展，将打开估值上行空间，股价将大幅提升。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 对比宇树（四足机器人硬件强）、智元（人形+AI概念热），极智嘉从仓储场景切入具身智能，以全球客户、供应链和服务网络为基础，加上机器人仓落地，具身智能研发将会加快，若具身智能业务的突破性进展，将打开估值上行空间，股价将大幅提升。","text":"$极智嘉-W(02590)$ 对比宇树（四足机器人硬件强）、智元（人形+AI概念热），极智嘉从仓储场景切入具身智能，以全球客户、供应链和服务网络为基础，加上机器人仓落地，具身智能研发将会加快，若具身智能业务的突破性进展，将打开估值上行空间，股价将大幅提升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467434546270384","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461459055718456,"gmtCreate":1753670317923,"gmtModify":1753670319155,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090740716034810","authorIdStr":"4090740716034810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 上海放开无人驾驶出租运营牌照，今天应该股价应该大涨才对","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 上海放开无人驾驶出租运营牌照，今天应该股价应该大涨才对","text":"$地平线机器人-W(09660)$ 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href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 找钢这家公司是做线上贸易的，是产业互联网平台，传统钢贸发货磨叽1天，找钢平台10分钟搞定？数字化是真把采购流程剁碎了，小老板们就吃这套，大家都适应了快节奏的生活，所以现在快才是真正的王道","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 找钢这家公司是做线上贸易的，是产业互联网平台，传统钢贸发货磨叽1天，找钢平台10分钟搞定？数字化是真把采购流程剁碎了，小老板们就吃这套，大家都适应了快节奏的生活，所以现在快才是真正的王道","text":"$找钢集团-W(06676)$ 找钢这家公司是做线上贸易的，是产业互联网平台，传统钢贸发货磨叽1天，找钢平台10分钟搞定？数字化是真把采购流程剁碎了，小老板们就吃这套，大家都适应了快节奏的生活，所以现在快才是真正的王道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450155027042416","isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}