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柳暗花明_又一村
IP属地：江西
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柳暗花明_又一村
柳暗花明_又一村
·
03-28
$蔚来-SW(09866)$
感觉蔚来的问题是：1、内部制度性腐败，很多东西贴牌价格还高的出奇，2、摊子铺的太广，如手机，3、一切都是自研，成本太高，4、摊子铺的太大，如各地的换电站建设太多，使用率不足，5、换电模式本身就是错的
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柳暗花明_又一村
柳暗花明_又一村
·
03-25
$快手-W(01024)$
一个关于业绩的问题都没有，全在追问AI的问题，回答也很简单，25年可灵的商业化将实现跨越式发展
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513
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1
编组 21备份 2
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柳暗花明_又一村
柳暗花明_又一村
·
03-25
$阿里巴巴-W(09988)$
阿里巴巴在AI领域的全面布局和迅猛发展，是其顺应时代潮流、坚持创新驱动的必然结果。在未来，随着AI技术的不断成熟和应用场景的持续拓展，相信阿里将继续在AI赛道上高歌猛进，创造更多的价值和辉煌，为投资者带来丰厚的回报，也为全球AI产业的发展贡献更多的中国智慧和力量。
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1
编组 21备份 2
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柳暗花明_又一村
柳暗花明_又一村
·
03-25
$美图公司(01357)$
第三增长曲线斜率最高，海外生产力工具处初级阶段，提升产品力驱动付费转化路子可走
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584
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1
编组 21备份 2
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柳暗花明_又一村
柳暗花明_又一村
·
03-21
$快手-W(01024)$
炒港股可能都不需要看技术面，看外围环境就行！外面涨了，这边可能调整，美联储不降息的影响应该今天基本结束了，后面个股就回到正常波动了。水往低处流，继续坚信快手今年能破100
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712
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编组 21备份 2
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柳暗花明_又一村
柳暗花明_又一村
·
03-10
$小米集团-W(01810)$
浮躁是投资大忌，投资需要耐心和冷静，起伏很正常，要有耐心守得住才有行
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475
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1
编组 21备份 2
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柳暗花明_又一村
柳暗花明_又一村
·
03-10
$阿里巴巴-W(09988)$
国产AI大模型能力持续突破，部署成本大幅下降，加快了细分赛道AI应用的落地推广，今年的或许会成为渗透率提升和AI应用落地的元年
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603
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1
编组 21备份 2
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柳暗花明_又一村
柳暗花明_又一村
·
02-17
$百度集团-SW(09888)$
DeepSeek、百度等中国模型展现出高效和低成本优势，将有助于加速全球AI应用开发，并在全球引发更多技术创新，推动2025年人工智能应用的拐点
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774
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柳暗花明_又一村
柳暗花明_又一村
·
02-17
$新华保险(01336)$
资本状况稳定、业务增长强劲，盈利能力好，市场地位稳定，值得期待
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722
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柳暗花明_又一村
柳暗花明_又一村
·
02-14
$小米集团-W(01810)$
很多人涨的拿不住了，认为小米估值高了。我的看法是：小米的市值至少应该等于十分之一的苹果+十分之一的特斯拉+1个美的。潜力还很大
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2
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href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>炒港股可能都不需要看技术面，看外围环境就行！外面涨了，这边可能调整，美联储不降息的影响应该今天基本结束了，后面个股就回到正常波动了。水往低处流，继续坚信快手今年能破100","listText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>浮躁是投资大忌，投资需要耐心和冷静，起伏很正常，要有耐心守得住才有行","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>浮躁是投资大忌，投资需要耐心和冷静，起伏很正常，要有耐心守得住才有行","text":"$小米集团-W(01810)$浮躁是投资大忌，投资需要耐心和冷静，起伏很正常，要有耐心守得住才有行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411937581367728","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411938127339760,"gmtCreate":1741590939500,"gmtModify":1741590940918,"author":{"id":"4126771370112252","authorId":"4126771370112252","name":"柳暗花明_又一村","avatar":"https://static.tigerbbs.com/1fff398314f8be87fb6b7f8a4d645b6a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126771370112252","authorIdStr":"4126771370112252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>国产AI大模型能力持续突破，部署成本大幅下降，加快了细分赛道AI应用的落地推广，今年的或许会成为渗透率提升和AI应用落地的元年","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>国产AI大模型能力持续突破，部署成本大幅下降，加快了细分赛道AI应用的落地推广，今年的或许会成为渗透率提升和AI应用落地的元年","text":"$阿里巴巴-W(09988)$国产AI大模型能力持续突破，部署成本大幅下降，加快了细分赛道AI应用的落地推广，今年的或许会成为渗透率提升和AI应用落地的元年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411938127339760","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404517431701904,"gmtCreate":1739784067117,"gmtModify":1739784068399,"author":{"id":"4126771370112252","authorId":"4126771370112252","name":"柳暗花明_又一村","avatar":"https://static.tigerbbs.com/1fff398314f8be87fb6b7f8a4d645b6a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126771370112252","authorIdStr":"4126771370112252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>DeepSeek、百度等中国模型展现出高效和低成本优势，将有助于加速全球AI应用开发，并在全球引发更多技术创新，推动2025年人工智能应用的拐点","listText":"<a 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