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定格一瞬间g9
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定格一瞬间g9
定格一瞬间g9
·
04-16 11:21
$思格新能(06656)$
全球碳中和、能源自主、电价波动、电网升级，户储和分布式储能是刚需中的刚需。思格新能源踩在最确定的长期赛道上，成长逻辑至少看 3–5 年
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定格一瞬间g9
定格一瞬间g9
·
04-16 11:20
昭平风电EPC合同6.75亿，菏泽牡丹风电已并网。项目持续落地，现金流会越来越好，基本面支撑很强
$山高控股(00412)$
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定格一瞬间g9
定格一瞬间g9
·
03-24
$山高控股(00412)$
山高控股核心业务的抗风险能力经住了考验，即便遭遇金融投资端的波动，绿电与算力的双主业仍能实现盈利托底，营收、毛利等核心经营数据保持稳定。作为国资控股企业，山东高速集团的战略布局为其锚定绿电、算力黄金赛道，政策 + 资源双重加持，长期盈利趋势明确。
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定格一瞬间g9
定格一瞬间g9
·
03-03
$HASHKEY HLDGS(03887)$
今天又吃面，但HashKey跟Mox Bank这个合作我仔细看了下，是真金白银的落地业务。银行级合规+散户入口，等市场情绪转暖，这票应该能跑出来
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定格一瞬间g9
定格一瞬间g9
·
02-06
作为老车主，看到盈利公告真的松了口气。之前最怕的就是车还在开，厂子没了。现在证明这个商业模式能跑通，服务也不会缩水。斌哥那句企业混得好用户有面子，这下算是应验了。
$蔚来(NIO)$
$蔚来-SW(09866)$
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定格一瞬间g9
定格一瞬间g9
·
01-27
$赛力斯(09927)$
机构对赛力斯看法虽有分歧，但买入和跑赢行业是主流，股价有一定的滞后性也很正常
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定格一瞬间g9
定格一瞬间g9
·
01-14
$MINIMAX-WP(00100)$
MiniMax开源这波操作，直接点出了开源模型的机会，再加上企业级场景落地加速，业绩增长肯定稳了，估值修复空间巨大，优质标的别错过
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定格一瞬间g9
定格一瞬间g9
·
01-05
$赛力斯(09927)$
12月销6.1万辆，赛力斯官方产销快报实打实的数据，首次站上单月6万台阶，产能爬坡验证完毕；全年47.2万辆在手，订单池排到2026年Q3。规模效应摊薄成本，单车盈利进入上行通道，目标价上调15%，坚定捂盘。
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定格一瞬间g9
定格一瞬间g9
·
2025-12-11
$山高控股(00412)$
感觉市场还没完全挖掘它的价值，绿电 + 算力的协同效应才刚开始释放，随着 AI 算力需求增加，后续大概率还有惊喜
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定格一瞬间g9
定格一瞬间g9
·
2025-12-02
$赛力斯(601127)$
现在买车谁不看智能驾驶、智能座舱，问界刚好踩中用户需求，差异化找对了
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年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554086800819896","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554086154805304,"gmtCreate":1776309602722,"gmtModify":1776309605395,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"昭平风电EPC合同6.75亿，菏泽牡丹风电已并网。项目持续落地，现金流会越来越好，基本面支撑很强<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"昭平风电EPC合同6.75亿，菏泽牡丹风电已并网。项目持续落地，现金流会越来越好，基本面支撑很强<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"昭平风电EPC合同6.75亿，菏泽牡丹风电已并网。项目持续落地，现金流会越来越好，基本面支撑很强$山高控股(00412)$","images":[{"img":"https://static.tigerbbs.com/cf4dc09f457c922b218bd6f39014070e","width":"620","height":"561"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554086154805304","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":546031180744736,"gmtCreate":1774317825201,"gmtModify":1774317827650,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 山高控股核心业务的抗风险能力经住了考验，即便遭遇金融投资端的波动，绿电与算力的双主业仍能实现盈利托底，营收、毛利等核心经营数据保持稳定。作为国资控股企业，山东高速集团的战略布局为其锚定绿电、算力黄金赛道，政策 + 资源双重加持，长期盈利趋势明确。","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 山高控股核心业务的抗风险能力经住了考验，即便遭遇金融投资端的波动，绿电与算力的双主业仍能实现盈利托底，营收、毛利等核心经营数据保持稳定。作为国资控股企业，山东高速集团的战略布局为其锚定绿电、算力黄金赛道，政策 + 资源双重加持，长期盈利趋势明确。","text":"$山高控股(00412)$ 山高控股核心业务的抗风险能力经住了考验，即便遭遇金融投资端的波动，绿电与算力的双主业仍能实现盈利托底，营收、毛利等核心经营数据保持稳定。作为国资控股企业，山东高速集团的战略布局为其锚定绿电、算力黄金赛道，政策 + 资源双重加持，长期盈利趋势明确。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546031180744736","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538564977219096,"gmtCreate":1772504676156,"gmtModify":1772504678146,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 今天又吃面，但HashKey跟Mox Bank这个合作我仔细看了下，是真金白银的落地业务。银行级合规+散户入口，等市场情绪转暖，这票应该能跑出来","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 今天又吃面，但HashKey跟Mox Bank这个合作我仔细看了下，是真金白银的落地业务。银行级合规+散户入口，等市场情绪转暖，这票应该能跑出来","text":"$HASHKEY HLDGS(03887)$ 今天又吃面，但HashKey跟Mox Bank这个合作我仔细看了下，是真金白银的落地业务。银行级合规+散户入口，等市场情绪转暖，这票应该能跑出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538564977219096","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529736038916976,"gmtCreate":1770350973099,"gmtModify":1770350975413,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"作为老车主，看到盈利公告真的松了口气。之前最怕的就是车还在开，厂子没了。现在证明这个商业模式能跑通，服务也不会缩水。斌哥那句企业混得好用户有面子，这下算是应验了。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"作为老车主，看到盈利公告真的松了口气。之前最怕的就是车还在开，厂子没了。现在证明这个商业模式能跑通，服务也不会缩水。斌哥那句企业混得好用户有面子，这下算是应验了。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"作为老车主，看到盈利公告真的松了口气。之前最怕的就是车还在开，厂子没了。现在证明这个商业模式能跑通，服务也不会缩水。斌哥那句企业混得好用户有面子，这下算是应验了。 $蔚来(NIO)$ $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529736038916976","isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526198312207632,"gmtCreate":1769491331622,"gmtModify":1769491333703,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 机构对赛力斯看法虽有分歧，但买入和跑赢行业是主流，股价有一定的滞后性也很正常","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 机构对赛力斯看法虽有分歧，但买入和跑赢行业是主流，股价有一定的滞后性也很正常","text":"$赛力斯(09927)$ 机构对赛力斯看法虽有分歧，但买入和跑赢行业是主流，股价有一定的滞后性也很正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526198312207632","isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521537513084424,"gmtCreate":1768368480345,"gmtModify":1768368482742,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> MiniMax开源这波操作，直接点出了开源模型的机会，再加上企业级场景落地加速，业绩增长肯定稳了，估值修复空间巨大，优质标的别错过","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> MiniMax开源这波操作，直接点出了开源模型的机会，再加上企业级场景落地加速，业绩增长肯定稳了，估值修复空间巨大，优质标的别错过","text":"$MINIMAX-WP(00100)$ MiniMax开源这波操作，直接点出了开源模型的机会，再加上企业级场景落地加速，业绩增长肯定稳了，估值修复空间巨大，优质标的别错过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521537513084424","isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518468766507048,"gmtCreate":1767608571324,"gmtModify":1767608573534,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 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12月销6.1万辆，赛力斯官方产销快报实打实的数据，首次站上单月6万台阶，产能爬坡验证完毕；全年47.2万辆在手，订单池排到2026年Q3。规模效应摊薄成本，单车盈利进入上行通道，目标价上调15%，坚定捂盘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518468766507048","isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509736346714248,"gmtCreate":1765432399745,"gmtModify":1765432401842,"author":{"id":"4090740808034890","authorId":"4090740808034890","name":"定格一瞬间g9","avatar":"https://static.tigerbbs.com/6d1fb09d0c255b3cbb741c53c42c0f7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740808034890","idStr":"4090740808034890"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 感觉市场还没完全挖掘它的价值，绿电 + 算力的协同效应才刚开始释放，随着 AI 算力需求增加，后续大概率还有惊喜","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 感觉市场还没完全挖掘它的价值，绿电 + 算力的协同效应才刚开始释放，随着 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