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蒾茴r7
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蒾茴r7
蒾茴r7
·
04-17
对比同类储能新股,思格新能源从递表到上市仅用 1 个多月,港股里少见的速度,背后是高瓴、华登这些顶级资本推着走,节奏快说明机构认可度高
$思格新能(06656)$
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编组 21备份 2
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蒾茴r7
蒾茴r7
·
04-01
$绿茶集团(06831)$
8.8-9.0平台整理,突破 9.16 看高 9.5
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249
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蒾茴r7
蒾茴r7
·
03-03
$山高控股(00412)$
港股里的电算标的本来就少,山高算是最正宗的一个,既有绿电,又有算力,还有标杆项目,对比同板块的标的,它的性价比真的很高,适合中长期布局
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902
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蒾茴r7
蒾茴r7
·
01-27
$MINIMAX-WP(00100)$
把 MiniMax 归到我的长线科技股持仓里了,AI 大模型现在还在早期,后续的应用落地空间很大。这家公司的 C 端产品已经验证了变现能力,B 端也在拓展,慢慢等业绩释放就好,不用盯着短期的股价涨跌
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蒾茴r7
蒾茴r7
·
01-14
$赛力斯(09927)$
赛力斯已经构建技术壁垒,研发投入不断加大,高端用户粘性越来越高,业绩增长有保障,市场担心竞争纯属多余
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蒾茴r7
蒾茴r7
·
01-05
$MINIMAX-WP(00100)$
国产大模型核弹级认购数据出炉!截至目前,MiniMax公开发售超额认购超1000倍,融资申购资约2138亿港元,大幅刷新了大模型认购纪录,AI大模型的资本盛宴,现在才真正开始。
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蒾茴r7
蒾茴r7
·
2025-12-24
天数智芯,国产GPU的希望啊。以前这块都是老外的天下,他们家是第一个把通用GPU做出来并量产的,打破垄断了。这种自主可控的,感觉政策面会支持。
$摩尔线程(688795)$
$沐曦股份(688802)$
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蒾茴r7
蒾茴r7
·
2025-12-12
$希迪智驾(03881)$
新股整体氛围不错,对希迪的认购情况会有正面带动
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蒾茴r7
蒾茴r7
·
2025-12-03
$微创医疗(00853)$
心通上半年已经快盈亏平衡了,基础在变好。整合之后,只要把海外渠道的优势发挥出来,带动营收增长,我觉得20没问题
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蒾茴r7
蒾茴r7
·
2025-12-03
$极智嘉-W(02590)$
没办法,SYM也挺难受的,看看下一波行情,等解禁入一波
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$思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554419014424544","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548820718508032,"gmtCreate":1775012989251,"gmtModify":1775012991159,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129088451655270","authorIdStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a>8.8-9.0平台整理,突破 9.16 看高 9.5","listText":"<a href=\"https://laohu8.com/S/06831\">$绿茶集团(06831)$</a>8.8-9.0平台整理,突破 9.16 看高 9.5","text":"$绿茶集团(06831)$8.8-9.0平台整理,突破 9.16 看高 9.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548820718508032","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538642456117592,"gmtCreate":1772515670877,"gmtModify":1772516658359,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129088451655270","authorIdStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>港股里的电算标的本来就少,山高算是最正宗的一个,既有绿电,又有算力,还有标杆项目,对比同板块的标的,它的性价比真的很高,适合中长期布局","listText":"<a 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赛力斯已经构建技术壁垒,研发投入不断加大,高端用户粘性越来越高,业绩增长有保障,市场担心竞争纯属多余","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521663218983480","isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518521467253560,"gmtCreate":1767621365108,"gmtModify":1767621367206,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129088451655270","authorIdStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 国产大模型核弹级认购数据出炉!截至目前,MiniMax公开发售超额认购超1000倍,融资申购资约2138亿港元,大幅刷新了大模型认购纪录,AI大模型的资本盛宴,现在才真正开始。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 国产大模型核弹级认购数据出炉!截至目前,MiniMax公开发售超额认购超1000倍,融资申购资约2138亿港元,大幅刷新了大模型认购纪录,AI大模型的资本盛宴,现在才真正开始。","text":"$MINIMAX-WP(00100)$ 国产大模型核弹级认购数据出炉!截至目前,MiniMax公开发售超额认购超1000倍,融资申购资约2138亿港元,大幅刷新了大模型认购纪录,AI大模型的资本盛宴,现在才真正开始。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518521467253560","isVote":1,"tweetType":1,"viewCount":1894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514180448126144,"gmtCreate":1766558496757,"gmtModify":1767059590141,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129088451655270","authorIdStr":"4129088451655270"},"themes":[],"title":"","htmlText":"天数智芯,国产GPU的希望啊。以前这块都是老外的天下,他们家是第一个把通用GPU做出来并量产的,打破垄断了。这种自主可控的,感觉政策面会支持。 <a href=\"https://laohu8.com/S/688795\">$摩尔线程(688795)$</a> <a href=\"https://laohu8.com/S/688802\">$沐曦股份(688802)$</a>","listText":"天数智芯,国产GPU的希望啊。以前这块都是老外的天下,他们家是第一个把通用GPU做出来并量产的,打破垄断了。这种自主可控的,感觉政策面会支持。 <a href=\"https://laohu8.com/S/688795\">$摩尔线程(688795)$</a> <a href=\"https://laohu8.com/S/688802\">$沐曦股份(688802)$</a>","text":"天数智芯,国产GPU的希望啊。以前这块都是老外的天下,他们家是第一个把通用GPU做出来并量产的,打破垄断了。这种自主可控的,感觉政策面会支持。 $摩尔线程(688795)$ $沐曦股份(688802)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514180448126144","isVote":1,"tweetType":1,"viewCount":3230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510025974780240,"gmtCreate":1765503486431,"gmtModify":1765503488628,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129088451655270","authorIdStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 新股整体氛围不错,对希迪的认购情况会有正面带动","listText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 新股整体氛围不错,对希迪的认购情况会有正面带动","text":"$希迪智驾(03881)$ 新股整体氛围不错,对希迪的认购情况会有正面带动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510025974780240","isVote":1,"tweetType":1,"viewCount":1224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506674968945616,"gmtCreate":1764730619797,"gmtModify":1764730621678,"author":{"id":"4129088451655270","authorId":"4129088451655270","name":"蒾茴r7","avatar":"https://static.tigerbbs.com/a0bebf6fe5a46a7c3bcc760789e2a136","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129088451655270","authorIdStr":"4129088451655270"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>心通上半年已经快盈亏平衡了,基础在变好。整合之后,只要把海外渠道的优势发挥出来,带动营收增长,我觉得20没问题","listText":"<a 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