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露丝y7
露丝y7
·
01-14 13:28
MiniMax的开发者生态要爆了！开源OctoCodingBench让做Coding Agent更容易了，全球100多个国家的开发者都来用它的开放平台，生态越做越大，公司价值自然水涨船高
$MINIMAX-WP(00100)$
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露丝y7
露丝y7
·
01-05
$赛力斯(09927)$
问界M9单月交付破2万辆，50万+价格带站稳，公司公告毛利率稳超30%，单车净利逐季抬升。新能源车板块估值杀到历史低位，PEG<1的稀缺标的，右侧加仓。
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露丝y7
露丝y7
·
2025-12-24
$微创医疗(00853)$
近期出现两次大反弹，应该不仅是情绪上的，而是在技术面上确认了底部形态
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440
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露丝y7
露丝y7
·
2025-12-24
$极智嘉-W(02590)$
国内市场竞争激烈，但极智嘉的营收大头在海外。海外订单的高毛利和持续增长，是它区别于纯内销型机器人公司的关键吧
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露丝y7
露丝y7
·
2025-12-11
$微创医疗(00853)$
2024年是微创战略转型的关键年，成功实现了费用控制和业务效率提升。那么2025年，就是这些努力转化为利润、估值开始回归的收获年。逻辑顺畅，时间站在我们这边。
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650
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1
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露丝y7
露丝y7
·
2025-12-11
$极智嘉-W(02590)$
短线资金在玩别的热点，这种偏基本面、有份量的票暂时被冷落。等入通资金涌入开始重估吧，如果给机会，再加一手
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露丝y7
露丝y7
·
2025-12-02
$赛力斯(601127)$
赛力斯转型路上股价起起落落，还好没跑偏，现在基本面越来越扎实，希望后续能把转型成果兑现到股价上
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露丝y7
露丝y7
·
2025-11-26
$蔚来-SW(09866)$
$蔚来(NIO)$
购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨
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露丝y7
露丝y7
·
2025-11-24
$德祥地产(00199)$
港版默多克
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露丝y7
露丝y7
·
2025-11-24
$金嗓子(06896)$
金嗓子现金流健康，分红逻辑没变！
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671
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href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>2024年是微创战略转型的关键年，成功实现了费用控制和业务效率提升。那么2025年，就是这些努力转化为利润、估值开始回归的收获年。逻辑顺畅，时间站在我们这边。","text":"$微创医疗(00853)$2024年是微创战略转型的关键年，成功实现了费用控制和业务效率提升。那么2025年，就是这些努力转化为利润、估值开始回归的收获年。逻辑顺畅，时间站在我们这边。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509541644878024","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509757889507536,"gmtCreate":1765437728504,"gmtModify":1765437730651,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 短线资金在玩别的热点，这种偏基本面、有份量的票暂时被冷落。等入通资金涌入开始重估吧，如果给机会，再加一手","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 短线资金在玩别的热点，这种偏基本面、有份量的票暂时被冷落。等入通资金涌入开始重估吧，如果给机会，再加一手","text":"$极智嘉-W(02590)$ 短线资金在玩别的热点，这种偏基本面、有份量的票暂时被冷落。等入通资金涌入开始重估吧，如果给机会，再加一手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509757889507536","isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506615924281392,"gmtCreate":1764661084207,"gmtModify":1764661086122,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 赛力斯转型路上股价起起落落，还好没跑偏，现在基本面越来越扎实，希望后续能把转型成果兑现到股价上","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 赛力斯转型路上股价起起落落，还好没跑偏，现在基本面越来越扎实，希望后续能把转型成果兑现到股价上","text":"$赛力斯(601127)$ 赛力斯转型路上股价起起落落，还好没跑偏，现在基本面越来越扎实，希望后续能把转型成果兑现到股价上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506615924281392","isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504215092036488,"gmtCreate":1764133965388,"gmtModify":1764133967608,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨","text":"$蔚来-SW(09866)$ $蔚来(NIO)$ 购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/504215092036488","isVote":1,"tweetType":1,"viewCount":3243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4129088451655270","idStr":"4129088451655270"},"content":"纯电大三排SUV销量连续两月登顶，行业拐点已经出现了","text":"纯电大三排SUV销量连续两月登顶，行业拐点已经出现了","html":"纯电大三排SUV销量连续两月登顶，行业拐点已经出现了"},{"author":{"id":"4129088532655480","authorId":"4129088532655480","name":"原伟光","avatar":"https://static.tigerbbs.com/2017c89e0c618b924944101c15d459ab","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4129088532655480","idStr":"4129088532655480"},"content":"不着急，现在还是优先关注基本面","text":"不着急，现在还是优先关注基本面","html":"不着急，现在还是优先关注基本面"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503543646769312,"gmtCreate":1763964325290,"gmtModify":1763964327104,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$</a>港版默多克","listText":"<a href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$</a>港版默多克","text":"$德祥地产(00199)$港版默多克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503543646769312","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503545341318008,"gmtCreate":1763964241822,"gmtModify":1763964243791,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 金嗓子现金流健康，分红逻辑没变！","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 金嗓子现金流健康，分红逻辑没变！","text":"$金嗓子(06896)$ 金嗓子现金流健康，分红逻辑没变！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503545341318008","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}
