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小鹿男碎片
小鹿男碎片
·
08-14 15:21
$大洋集团(01991)$
2026 年 7 月大洋战略升级为 “硅基制造 + 硅基仿生” 双轮驱动，将 RWA 从数字 IP 延伸至实体硬件，推出“Physical Token（物理代币）”，构建 “虚拟数字人 —AI 机器人 — 词元生态” 三位一体闭环，实现实体智造资产的代币化联动，让 RWA 绑定真实硬件产品的现金流与价值增长。
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小鹿男碎片
小鹿男碎片
·
08-13
$今海医疗科技(02225)$
没有量，看来没有人愿意交出筹码
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143
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小鹿男碎片
小鹿男碎片
·
08-07
$今海医疗科技(02225)$
细分赛道卡位清晰：通用 4K 内镜 + 脊柱微创双主线，避开行业内卷红海，主打差异化稀缺高端脊柱内镜赛道。
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小鹿男碎片
小鹿男碎片
·
08-05
$大洋集团(01991)$
$宇树科技(688836)$
近期好多头部人形机器人大厂陆续冲 IPO，行业融资提速，整条机器人板块都会受惠。
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494
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小鹿男碎片
小鹿男碎片
·
07-07
$大洋集团(01991)$
大洋当前处于转型投入期，财报不是重点。重点看落地进展：机器人何时出产品、RWA 合作何时有实质收入、数字人业务变现进度。每一步落地都是估值抬升的契机。
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662
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小鹿男碎片
小鹿男碎片
·
07-07
$上美股份(02145)$
每次这种非基本面杀跌，回头看都是黄金坑
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813
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小鹿男碎片
小鹿男碎片
·
06-24
$大洋集团(01991)$
数字营作为主要增长动力，全年稳定盈利，是大洋的现金牛业务，保证转型期不会断粮，这点比很多纯概念小票强太多。
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小鹿男碎片
小鹿男碎片
·
06-23
$上美股份(02145)$
30下面的支撑还是比较明显的
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1
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小鹿男碎片
小鹿男碎片
·
05-27
$上美股份(02145)$
618美妆大战马上开卷，这不就来机会了？ 去年618韩束直接霸榜抖音美妆第一，今年又是全品类铺，还有婴童品牌一页、敏感肌品牌安敏优都在冲量，往年大促前后美妆股都有行情，这次说不定能蹭上消费热东风啊
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小鹿男碎片
小鹿男碎片
·
04-21
$上美股份(02145)$
2030年剑指300亿营收，东南亚工厂+全球化布局已启动。
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1,145
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没有量，看来没有人愿意交出筹码","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596325232870416","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":594216854818848,"gmtCreate":1786089907791,"gmtModify":1786089910053,"author":{"id":"4125020215218962","authorId":"4125020215218962","name":"小鹿男碎片","avatar":"https://static.tigerbbs.com/50116f24f2b4b2f9dcc108d8287a147b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125020215218962","authorIdStr":"4125020215218962"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a>细分赛道卡位清晰：通用 4K 内镜 + 脊柱微创双主线，避开行业内卷红海，主打差异化稀缺高端脊柱内镜赛道。","listText":"<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ </a>细分赛道卡位清晰：通用 4K 内镜 + 脊柱微创双主线，避开行业内卷红海，主打差异化稀缺高端脊柱内镜赛道。","text":"$今海医疗科技(02225)$ 细分赛道卡位清晰：通用 4K 内镜 + 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</a>近期好多头部人形机器人大厂陆续冲 IPO，行业融资提速，整条机器人板块都会受惠。","text":"$大洋集团(01991)$ $宇树科技(688836)$ 近期好多头部人形机器人大厂陆续冲 IPO，行业融资提速，整条机器人板块都会受惠。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593487451857424","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583209265033360,"gmtCreate":1783416590888,"gmtModify":1783416593152,"author":{"id":"4125020215218962","authorId":"4125020215218962","name":"小鹿男碎片","avatar":"https://static.tigerbbs.com/50116f24f2b4b2f9dcc108d8287a147b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125020215218962","authorIdStr":"4125020215218962"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01991\">$大洋集团(01991)$ </a>大洋当前处于转型投入期，财报不是重点。重点看落地进展：机器人何时出产品、RWA 合作何时有实质收入、数字人业务变现进度。每一步落地都是估值抬升的契机。","listText":"<a href=\"https://laohu8.com/S/01991\">$大洋集团(01991)$ 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</a>每次这种非基本面杀跌，回头看都是黄金坑","text":"$上美股份(02145)$ 每次这种非基本面杀跌，回头看都是黄金坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583157471310904","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578668992553232,"gmtCreate":1782285745124,"gmtModify":1782285926336,"author":{"id":"4125020215218962","authorId":"4125020215218962","name":"小鹿男碎片","avatar":"https://static.tigerbbs.com/50116f24f2b4b2f9dcc108d8287a147b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125020215218962","authorIdStr":"4125020215218962"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01991\">$大洋集团(01991)$ </a>数字营作为主要增长动力，全年稳定盈利，是大洋的现金牛业务，保证转型期不会断粮，这点比很多纯概念小票强太多。","listText":"<a href=\"https://laohu8.com/S/01991\">$大洋集团(01991)$ </a>数字营作为主要增长动力，全年稳定盈利，是大洋的现金牛业务，保证转型期不会断粮，这点比很多纯概念小票强太多。","text":"$大洋集团(01991)$ 数字营作为主要增长动力，全年稳定盈利，是大洋的现金牛业务，保证转型期不会断粮，这点比很多纯概念小票强太多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578668992553232","isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578199165661832,"gmtCreate":1782185383013,"gmtModify":1782189120060,"author":{"id":"4125020215218962","authorId":"4125020215218962","name":"小鹿男碎片","avatar":"https://static.tigerbbs.com/50116f24f2b4b2f9dcc108d8287a147b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125020215218962","authorIdStr":"4125020215218962"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>30下面的支撑还是比较明显的","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>30下面的支撑还是比较明显的","text":"$上美股份(02145)$ 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