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半仓打天下
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半仓打天下
半仓打天下
·
12-02
$微创医疗(00853)$
高壁垒强监管，国产替代加上老龄化需求，整合后有上涨趋势，找个机会加仓
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882
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2
编组 21备份 2
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半仓打天下
半仓打天下
·
11-26
$极智嘉-W(02590)$
劲啊兄弟们，下午看25，全球供应链重构，对自动化设备的需求只会越来越大
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437
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1
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半仓打天下
半仓打天下
·
11-24
$赛力斯(601127)$
赛力斯全系交付超 90 万，M9 单款破 26 万，这个销量数据，足以说明产品有市场认可度
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563
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1
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半仓打天下
半仓打天下
·
11-04
$金嗓子(06896)$
老牌药企转型不容易，但金嗓子至少没乱来，稳扎稳打，等风来的时候可能就起飞了。
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463
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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
·
10-20
$蔚来(NIO)$
蔚来能源体系（换电站）已经成规模了，现在开始反哺主业。用户体验好，品牌忠诚度高，这是其他车企短期追不上的。
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1,656
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4
编组 21备份 2
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半仓打天下
半仓打天下
·
10-20
$地平线机器人-W(09660)$
地平线的模式是“赋能”，不是“竞争”。所以朋友会越来越多，生态会越来越繁荣。在智能汽车这片森林里，它就是那个卖水、卖工具的人，旱涝保收
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1,532
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1
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3
编组 21备份 2
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半仓打天下
半仓打天下
·
10-20
$金嗓子(06896)$
益生菌含片、肠宝、草本饮料全矩阵卡位“大健康”，74%毛利跨界降维打击饮料赛道，估值从医药切消费，直接拔PE。
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519
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1
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半仓打天下
半仓打天下
·
10-06
$找钢集团-W(06676)$
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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829
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1
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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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1,022
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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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下午还放量了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504192163312304,"gmtCreate":1764128048247,"gmtModify":1764128050297,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>劲啊兄弟们，下午看25，全球供应链重构，对自动化设备的需求只会越来越大","listText":"<a 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老牌药企转型不容易，但金嗓子至少没乱来，稳扎稳打，等风来的时候可能就起飞了。","text":"$金嗓子(06896)$ 老牌药企转型不容易，但金嗓子至少没乱来，稳扎稳打，等风来的时候可能就起飞了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496482777789256","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491234547536208,"gmtCreate":1760951478851,"gmtModify":1760951480709,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来能源体系（换电站）已经成规模了，现在开始反哺主业。用户体验好，品牌忠诚度高，这是其他车企短期追不上的。","listText":"<a 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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地平线的模式是“赋能”，不是“竞争”。所以朋友会越来越多，生态会越来越繁荣。在智能汽车这片森林里，它就是那个卖水、卖工具的人，旱涝保收","text":"$地平线机器人-W(09660)$地平线的模式是“赋能”，不是“竞争”。所以朋友会越来越多，生态会越来越繁荣。在智能汽车这片森林里，它就是那个卖水、卖工具的人，旱涝保收","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/491212291351352","isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4217063002737072","authorId":"4217063002737072","name":"无忧258","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4217063002737072","idStr":"4217063002737072"},"content":"但愿8元是底，跌跌不休","text":"但愿8元是底，跌跌不休","html":"但愿8元是底，跌跌不休"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491211484455032,"gmtCreate":1760930438459,"gmtModify":1760930460290,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>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。","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>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。","text":"$找钢集团-W(06676)$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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486170645102896","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477890793889952,"gmtCreate":1757647718094,"gmtModify":1757647719402,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>机器人风口延续，地平线基本面稳健，适合中线跟踪","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>机器人风口延续，地平线基本面稳健，适合中线跟踪","text":"$地平线机器人-W(09660)$机器人风口延续，地平线基本面稳健，适合中线跟踪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477890793889952","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477748025995320,"gmtCreate":1757647686022,"gmtModify":1757647687493,"author":{"id":"4090740716034810","authorId":"4090740716034810","name":"半仓打天下","avatar":"https://static.tigerbbs.com/6c7da28d8e465e4026d261d009068d54","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740716034810","idStr":"4090740716034810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$</a> 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。","listText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$</a> 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。","text":"$车车科技(CCG)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477748025995320","isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
