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方新侠YY

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- 方新侠YY方新侠YY
  ·08-10
  $小米集团-W(01810)$ 接下来拭目以待了
  1,020 评论
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- 方新侠YY方新侠YY
  ·08-10
  $上美股份(02145)$ 7月份抖音数据好像又是top1了
  359 评论
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- 方新侠YY方新侠YY
  ·08-04
  $上美股份(02145)$ 底部反转已经确立了，现在就是时间换空间
  360 评论
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- 方新侠YY方新侠YY
  ·07-28
  $上美股份(02145)$ 之前韩束那点舆情早就消化完了，现在第二增长曲线完全跑通了，一页、安敏优这些子品牌每年都是翻倍涨，机构给的目标价还有不少空间
  552 评论
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- 方新侠YY方新侠YY
  ·07-14
  $上美股份(02145)$ 大盘有从科技往消费转的趋势，那上美作为美妆行业的老大肯定会被资金挖掘
  934 评论
  1
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- 方新侠YY方新侠YY
  ·07-13
  $博泰车联(02889)$ 智能座舱渗透率还在狂飙，现在估值还没完全反映AI业务的潜力
  834 评论
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- 方新侠YY方新侠YY
  ·06-29
  $博泰车联(02889)$ 你以为博泰只是个座舱厂商？格局小了！现在它的版图是——底层材料（福耀科大）+ 芯片设计（收购光芯片公司）+ 算力底座（英伟达合作）+ 终端应用（智能座舱+车联网），全栈打通。这种"材料→芯片→应用"的闭环，在港股车里独一份。
  1,297 评论
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- 方新侠YY方新侠YY
  ·06-22
  $博泰车联(02889)$ 2025年中高端座舱市占率第一，近半年拿了150亿新订单，现在往光芯片、Token经济延伸，等于原来的座舱业务打底，新业务还能打开成长空间，这个业绩确定性高呀
  1,192 评论
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- 方新侠YY方新侠YY
  ·06-16
  $小米集团-W(01810)$ 你可真行啊，每天有每天的新低
  487 评论
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- 方新侠YY方新侠YY
  ·06-16
  $上美股份(02145)$ 现在的上美早就不是单靠韩束的小公司了，母婴的一页、防脱的极方、彩妆NANbeauty都做起来了
  956 评论
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大盘有从科技往消费转的趋势，那上美作为美妆行业的老大肯定会被资金挖掘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585632254867000","isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585321203459368,"gmtCreate":1783932189060,"gmtModify":1783932191200,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111461471939460","idStr":"4111461471939460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a>智能座舱渗透率还在狂飙，现在估值还没完全反映AI业务的潜力","listText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a>智能座舱渗透率还在狂飙，现在估值还没完全反映AI业务的潜力","text":"$博泰车联(02889)$ 智能座舱渗透率还在狂飙，现在估值还没完全反映AI业务的潜力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585321203459368","isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580368048227704,"gmtCreate":1782721583611,"gmtModify":1782721586141,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111461471939460","idStr":"4111461471939460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a> 你以为博泰只是个座舱厂商？格局小了！现在它的版图是——底层材料（福耀科大）+ 芯片设计（收购光芯片公司）+ 算力底座（英伟达合作）+ 终端应用（智能座舱+车联网），全栈打通。这种\"材料→芯片→应用\"的闭环，在港股车里独一份。","listText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a> 你以为博泰只是个座舱厂商？格局小了！现在它的版图是——底层材料（福耀科大）+ 芯片设计（收购光芯片公司）+ 算力底座（英伟达合作）+ 终端应用（智能座舱+车联网），全栈打通。这种\"材料→芯片→应用\"的闭环，在港股车里独一份。","text":"$博泰车联(02889)$ 你以为博泰只是个座舱厂商？格局小了！现在它的版图是——底层材料（福耀科大）+ 芯片设计（收购光芯片公司）+ 算力底座（英伟达合作）+ 终端应用（智能座舱+车联网），全栈打通。这种\"材料→芯片→应用\"的闭环，在港股车里独一份。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580368048227704","isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577910110028952,"gmtCreate":1782114819507,"gmtModify":1782115963714,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111461471939460","idStr":"4111461471939460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a>2025年中高端座舱市占率第一，近半年拿了150亿新订单，现在往光芯片、Token经济延伸，等于原来的座舱业务打底，新业务还能打开成长空间，这个业绩确定性高呀","listText":"<a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$ </a>2025年中高端座舱市占率第一，近半年拿了150亿新订单，现在往光芯片、Token经济延伸，等于原来的座舱业务打底，新业务还能打开成长空间，这个业绩确定性高呀","text":"$博泰车联(02889)$ 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你可真行啊，每天有每天的新低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575830802556768","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575830636771328,"gmtCreate":1781597556084,"gmtModify":1781598129229,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111461471939460","idStr":"4111461471939460"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a> 现在的上美早就不是单靠韩束的小公司了，母婴的一页、防脱的极方、彩妆NANbeauty都做起来了","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a> 现在的上美早就不是单靠韩束的小公司了，母婴的一页、防脱的极方、彩妆NANbeauty都做起来了","text":"$上美股份(02145)$ 现在的上美早就不是单靠韩束的小公司了，母婴的一页、防脱的极方、彩妆NANbeauty都做起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575830636771328","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}