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不同而已
不同而已
·
09-08 12:04
$映宇宙(03700)$
Skywork AI仍处投入期，短期或影响毛利率，但长期协同效应可期。
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不同而已
·
09-05
$上美股份(02145)$
品类拓展至洗护、婴童赛道，newpage婴童霜登顶天猫抖音类目TOP1，多品类爆发支撑长期增长。
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140
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不同而已
·
09-03
海外短剧爆发式增长，长期空间或超过242 亿美
$映宇宙(03700)$
$快手-W(01024)$
$中文在线(300364)$
海外短剧市场正经历前所未有的高速增长。该市场于2023年下半年开始起步，进入 2024年，海外短剧内购收入迅速扩大至15 亿美元。202501，市场热度不减，内购收入进一步增至7亿美元。我们假设 202502-04保持 20%的季度环比增长，预计 2025 全年内购总规模将达 38 亿美元。
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不同而已
·
08-29
$映宇宙(03700)$
映宇宙在行业竞争激烈、市场准入门槛提高的情况下，秉持 “产品思维” 与 “内容思维”，保持高水准作品产出，巩固竞争优势 。
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276
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不同而已
·
08-28
$东阳光药(06887)$
糖尿病新药奥洛格列净、肺纤维化药伊非尼酮排队出海，BD授权潜力值拉满
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147
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·
08-26
$映宇宙(03700)$
$快手-W(01024)$
随着短视频内容质量的提升和用户对优质内容的需求增加，AI 技术有助于推动付费短视频内容或付费会员服务的发展，为创作者和平台带来新的收入来源。
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·
08-22
$映宇宙(03700)$
“广电 21 条” 除要求内容创新、应对行业快速变化外，还明确强化高清创作传播、鼓励微短剧上新、加强引进剧播出，旨在为观众提供更优视听体验与更丰富内容供给。广电总局政策始终随行业发展动态调整。
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·
08-20
$映宇宙(03700)$
映宇宙已经接入 Deepseek，并实现微短剧制作、直播互动等业务的智能化升级，提升研发效率和组织人效
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·
08-18
$映宇宙(03700)$
$快手-W(01024)$
$中文在线(300364)$
微短剧已从单纯的娱乐产品升级为文化载体、产业引擎与社会连接器。其未来发展需把握三大方向：一是坚持 “内容为王”、二是深化 “科技 + 文化” 融合、三是拓展 “微短剧 +” 边界。随着政策规范与市场机制的成熟，微短剧有望成为中国文化产业高质量发展的标杆，在全球范围内讲好中国故事，实现经济效益与社会效益的双赢。
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·
08-15
$上美股份(02145)$
上美已经全面超越
$珀莱雅(603605)$
，成为美妆一哥
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href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>Skywork AI仍处投入期，短期或影响毛利率，但长期协同效应可期。","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>Skywork AI仍处投入期，短期或影响毛利率，但长期协同效应可期。","text":"$映宇宙(03700)$ Skywork AI仍处投入期，短期或影响毛利率，但长期协同效应可期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476367842050520","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475280955019472,"gmtCreate":1757039336281,"gmtModify":1757039455910,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>品类拓展至洗护、婴童赛道，newpage婴童霜登顶天猫抖音类目TOP1，多品类爆发支撑长期增长。","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>品类拓展至洗护、婴童赛道，newpage婴童霜登顶天猫抖音类目TOP1，多品类爆发支撑长期增长。","text":"$上美股份(02145)$ 品类拓展至洗护、婴童赛道，newpage婴童霜登顶天猫抖音类目TOP1，多品类爆发支撑长期增长。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475280955019472","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474479214870968,"gmtCreate":1756871825672,"gmtModify":1756872929639,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"海外短剧爆发式增长，长期空间或超过242 亿美<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a><a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a><a href=\"https://laohu8.com/S/300364\">$中文在线(300364)$ </a>海外短剧市场正经历前所未有的高速增长。该市场于2023年下半年开始起步，进入 2024年，海外短剧内购收入迅速扩大至15 亿美元。202501，市场热度不减，内购收入进一步增至7亿美元。我们假设 202502-04保持 20%的季度环比增长，预计 2025 全年内购总规模将达 38 亿美元。","listText":"海外短剧爆发式增长，长期空间或超过242 亿美<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a><a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a><a href=\"https://laohu8.com/S/300364\">$中文在线(300364)$ </a>海外短剧市场正经历前所未有的高速增长。该市场于2023年下半年开始起步，进入 2024年，海外短剧内购收入迅速扩大至15 亿美元。202501，市场热度不减，内购收入进一步增至7亿美元。我们假设 202502-04保持 20%的季度环比增长，预计 2025 全年内购总规模将达 38 亿美元。","text":"海外短剧爆发式增长，长期空间或超过242 亿美$映宇宙(03700)$ $快手-W(01024)$ $中文在线(300364)$ 海外短剧市场正经历前所未有的高速增长。该市场于2023年下半年开始起步，进入 2024年，海外短剧内购收入迅速扩大至15 亿美元。202501，市场热度不减，内购收入进一步增至7亿美元。我们假设 202502-04保持 20%的季度环比增长，预计 2025 全年内购总规模将达 38 亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474479214870968","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472748241130096,"gmtCreate":1756448543124,"gmtModify":1756449465791,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>映宇宙在行业竞争激烈、市场准入门槛提高的情况下，秉持 “产品思维” 与 “内容思维”，保持高水准作品产出，巩固竞争优势 。","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>映宇宙在行业竞争激烈、市场准入门槛提高的情况下，秉持 “产品思维” 与 “内容思维”，保持高水准作品产出，巩固竞争优势 。","text":"$映宇宙(03700)$ 映宇宙在行业竞争激烈、市场准入门槛提高的情况下，秉持 “产品思维” 与 “内容思维”，保持高水准作品产出，巩固竞争优势 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472748241130096","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472376708903736,"gmtCreate":1756357840427,"gmtModify":1756357842186,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06887\">$东阳光药(06887)$ </a>糖尿病新药奥洛格列净、肺纤维化药伊非尼酮排队出海，BD授权潜力值拉满","listText":"<a href=\"https://laohu8.com/S/06887\">$东阳光药(06887)$ </a>糖尿病新药奥洛格列净、肺纤维化药伊非尼酮排队出海，BD授权潜力值拉满","text":"$东阳光药(06887)$ 糖尿病新药奥洛格列净、肺纤维化药伊非尼酮排队出海，BD授权潜力值拉满","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472376708903736","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471651086401960,"gmtCreate":1756180115686,"gmtModify":1756180119237,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a><a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>随着短视频内容质量的提升和用户对优质内容的需求增加，AI 技术有助于推动付费短视频内容或付费会员服务的发展，为创作者和平台带来新的收入来源。","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a><a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>随着短视频内容质量的提升和用户对优质内容的需求增加，AI 技术有助于推动付费短视频内容或付费会员服务的发展，为创作者和平台带来新的收入来源。","text":"$映宇宙(03700)$ $快手-W(01024)$ 随着短视频内容质量的提升和用户对优质内容的需求增加，AI 技术有助于推动付费短视频内容或付费会员服务的发展，为创作者和平台带来新的收入来源。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471651086401960","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470226057945560,"gmtCreate":1755832538231,"gmtModify":1755833375865,"author":{"id":"4108712309198120","authorId":"4108712309198120","name":"不同而已","avatar":"https://static.tigerbbs.com/98e0561e98a4f7ea5f1a403dfcc3aaf9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108712309198120","authorIdStr":"4108712309198120"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>“广电 21 条” 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