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炎龙傲世w5
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炎龙傲世w5
炎龙傲世w5
·
12-24 14:17
$赛力斯(09927)$
赛力斯有技术、有产品、有资金、有战略，不用慌
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150
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1
编组 21备份 2
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炎龙傲世w5
炎龙傲世w5
·
12-11
$映恩生物-B(09606)$
创新药调整是好事，泡沫撇清，更容易上车
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290
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1
编组 21备份 2
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炎龙傲世w5
炎龙傲世w5
·
12-03
$地平线机器人-W(09660)$
别总惦记你的成本价了。市场不关心你多少成本。把眼光放在公司基本面有没有变化上，成本，只会影响你的判断
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1,559
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2
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炎龙傲世w5
炎龙傲世w5
·
12-03
$微创医疗(00853)$
简单写下买入的理由先，微创的海外市场进展不错，是目前海外占比最高的大器械企业，总体利润来自海外的增长更容易些，海外团队和并购也磨合了一定时间差不多到收获季节；高值耗材领域对比海外同行业企业估值差异巨大，按照对标有很强想象力，风起时更容易受到资金青睐；国内医疗形式有些反转迹象，国内营收利润数据大概率是低点，会越来越好；目前25年经营数据好转明显，2026年会越来越好，甚至实现扭亏为盈；目前价格不算太贵，向下相对有限，向上有较大空间。从12月逐步再买些，目前已建完底仓，投资记录仅供参考[比心]
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1,370
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5
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6
编组 21备份 2
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炎龙傲世w5
炎龙傲世w5
·
11-26
纯电大三排SUV增速超燃油车，说明市场在变，蔚来在高端市场已经建立了心智认知
$蔚来(NIO)$
$蔚来-SW(09866)$
@露丝y7：
$蔚来-SW(09866)$ $蔚来(NIO)$ 购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨
$蔚来-SW(09866)$ $蔚来(NIO)$ 购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨
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1,449
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3
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10
编组 21备份 2
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炎龙傲世w5
炎龙傲世w5
·
10-21
$找钢集团-W(06676)$
冷静下来，分析下公司的基本面有没有恶化。如果没有，那就扛过去。
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551
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1
编组 21备份 2
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炎龙傲世w5
炎龙傲世w5
·
10-21
$地平线机器人-W(09660)$
别被解禁消息带偏，10 月解禁外部股份少，且创始团队大概率不会短期动，实际能流通的股份没多少，不用慌。
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1,777
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3
编组 21备份 2
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炎龙傲世w5
炎龙傲世w5
·
10-21
$极智嘉-W(02590)$
马上中国首秀，一波新品发布，现在这位置可否加仓？
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980
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1
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炎龙傲世w5
炎龙傲世w5
·
09-23
$极智嘉-W(02590)$
正常回调，量缩得不错，浮筹洗洗更健康。趋势还在，基本面更没变，拿着过节了。
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979
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2
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炎龙傲世w5
炎龙傲世w5
·
09-04
$奥克斯电气(02580)$
奥克斯的全球化市场还是值得看看的，业务已遍布全球150多个国家和地区，看好全球化方向。
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918
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1
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简单写下买入的理由先，微创的海外市场进展不错，是目前海外占比最高的大器械企业，总体利润来自海外的增长更容易些，海外团队和并购也磨合了一定时间差不多到收获季节；高值耗材领域对比海外同行业企业估值差异巨大，按照对标有很强想象力，风起时更容易受到资金青睐；国内医疗形式有些反转迹象，国内营收利润数据大概率是低点，会越来越好；目前25年经营数据好转明显，2026年会越来越好，甚至实现扭亏为盈；目前价格不算太贵，向下相对有限，向上有较大空间。从12月逐步再买些，目前已建完底仓，投资记录仅供参考[比心]","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a> 简单写下买入的理由先，微创的海外市场进展不错，是目前海外占比最高的大器械企业，总体利润来自海外的增长更容易些，海外团队和并购也磨合了一定时间差不多到收获季节；高值耗材领域对比海外同行业企业估值差异巨大，按照对标有很强想象力，风起时更容易受到资金青睐；国内医疗形式有些反转迹象，国内营收利润数据大概率是低点，会越来越好；目前25年经营数据好转明显，2026年会越来越好，甚至实现扭亏为盈；目前价格不算太贵，向下相对有限，向上有较大空间。从12月逐步再买些，目前已建完底仓，投资记录仅供参考[比心]","text":"$微创医疗(00853)$ 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target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>","listText":"纯电大三排SUV增速超燃油车，说明市场在变，蔚来在高端市场已经建立了心智认知<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ </a>","text":"纯电大三排SUV增速超燃油车，说明市场在变，蔚来在高端市场已经建立了心智认知$蔚来(NIO)$ $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/504219988276104","repostId":"504215092036488","repostType":1,"repost":{"id":504215092036488,"gmtCreate":1764133965388,"gmtModify":1764133967608,"author":{"id":"4090740778034860","authorId":"4090740778034860","name":"露丝y7","avatar":"https://static.tigerbbs.com/2b765a55cc5acb45d9a6f3c51265d283","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090740778034860","idStr":"4090740778034860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 购置税兜底 + 地方置换补贴，终端走量带动业绩兑现，基本面改善传导股价，理性看涨","text":"$蔚来-SW(09866)$ $蔚来(NIO)$ 购置税兜底 + 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