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- wqmeal39wqmeal39
  ·2025-12-24
  $希迪智驾(03881)$ 募了13亿港币，一半多要投研发，自动驾驶这行确实烧钱，但技术跟不上很快会被淘汰，加大投入也算合理
  421 评论
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- wqmeal39wqmeal39
  ·2025-12-11
  $赛力斯(09927)$ 三季报毛利率逼近30%，还创了历史新高，这盈利能力在行业里在第一梯队，明显和估值背离了
  689 评论
  2
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- wqmeal39wqmeal39
  ·2025-12-03
  $明略科技-W(02718)$开源和社区建设是技术公司的远见。明略计划推进AI Agent技术开源，吸引全球开发者，格局打开了。
  1,031 评论
  2
  分享
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- wqmeal39wqmeal39
  ·2025-12-03
  $金嗓子(06896)$ 经济不好，但该吃喉糖、吃益生菌的人还是会吃，生意韧性足。
  353 评论
  1
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- wqmeal39wqmeal39
  ·2025-11-26
  $金嗓子(06896)$金嗓子赚钱能力还是在的。短期调整，就当洗洗更健康。
  209 评论
  1
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- wqmeal39wqmeal39
  ·2025-11-26
  $广和通(00638)$ 机构一致预期有点东西：中金看2026年净利润6.68亿，海通更是看到2027年8.53亿，基本都认2025是底部，2026起高增，港股估值对应2026年才30多倍
  1,850 评论
  1
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- wqmeal39wqmeal39
  ·2025-10-20
  $赛力斯(601127)$ $赛力斯(09927)$ 坐等定价出来了，可以预见又是一个大热门
  1,049 评论
  1
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- wqmeal39wqmeal39
  ·2025-09-23
  $协鑫科技(03800)$ 听说新版能耗标准要卡到5kgce/kg，这波政策洗牌后，颗粒硅怕是要成碳中和门票了。
  552 评论
  1
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- wqmeal39wqmeal39
  ·2025-09-09
  $禾赛(HSAI)$禾赛选择此时回港双重上市，时机精准。不仅拓宽了融资渠道，还直面亚洲投资者，尤其是内资。港股通一旦纳入，内资就能直接分享这家全球激光雷达龙头的成长红利，估值体系必然会重构。
  2,013 评论
  1
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- wqmeal39wqmeal39
  ·2025-09-04
  $维立志博-B(09887)$维立志博上半年研发费 1.32 亿，现金还剩 4.52 亿，资金全用在临床、管线和商业化，一心搞研发，效率还高，可以放心了。
  1,725 评论
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机构一致预期有点东西：中金看2026年净利润6.68亿，海通更是看到2027年8.53亿，基本都认2025是底部，2026起高增，港股估值对应2026年才30多倍","listText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a> 机构一致预期有点东西：中金看2026年净利润6.68亿，海通更是看到2027年8.53亿，基本都认2025是底部，2026起高增，港股估值对应2026年才30多倍","text":"$广和通(00638)$ 机构一致预期有点东西：中金看2026年净利润6.68亿，海通更是看到2027年8.53亿，基本都认2025是底部，2026起高增，港股估值对应2026年才30多倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504219674923384","isVote":1,"tweetType":1,"viewCount":1850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491260782174272,"gmtCreate":1760942899008,"gmtModify":1761526093168,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 坐等定价出来了，可以预见又是一个大热门","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 坐等定价出来了，可以预见又是一个大热门","text":"$赛力斯(601127)$ $赛力斯(09927)$ 坐等定价出来了，可以预见又是一个大热门","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491260782174272","isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481631755776136,"gmtCreate":1758609558096,"gmtModify":1758609559983,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03800\">$协鑫科技(03800)$</a> 听说新版能耗标准要卡到5kgce/kg，这波政策洗牌后，颗粒硅怕是要成碳中和门票了。","listText":"<a href=\"https://laohu8.com/S/03800\">$协鑫科技(03800)$</a> 听说新版能耗标准要卡到5kgce/kg，这波政策洗牌后，颗粒硅怕是要成碳中和门票了。","text":"$协鑫科技(03800)$ 听说新版能耗标准要卡到5kgce/kg，这波政策洗牌后，颗粒硅怕是要成碳中和门票了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481631755776136","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476736119464312,"gmtCreate":1757413312488,"gmtModify":1757413313886,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a>禾赛选择此时回港双重上市，时机精准。不仅拓宽了融资渠道，还直面亚洲投资者，尤其是内资。港股通一旦纳入，内资就能直接分享这家全球激光雷达龙头的成长红利，估值体系必然会重构。","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a>禾赛选择此时回港双重上市，时机精准。不仅拓宽了融资渠道，还直面亚洲投资者，尤其是内资。港股通一旦纳入，内资就能直接分享这家全球激光雷达龙头的成长红利，估值体系必然会重构。","text":"$禾赛(HSAI)$禾赛选择此时回港双重上市，时机精准。不仅拓宽了融资渠道，还直面亚洲投资者，尤其是内资。港股通一旦纳入，内资就能直接分享这家全球激光雷达龙头的成长红利，估值体系必然会重构。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476736119464312","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474876327321744,"gmtCreate":1756957480208,"gmtModify":1756957481483,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a>维立志博上半年研发费 1.32 亿，现金还剩 4.52 亿，资金全用在临床、管线和商业化，一心搞研发，效率还高，可以放心了。","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a>维立志博上半年研发费 1.32 亿，现金还剩 4.52 亿，资金全用在临床、管线和商业化，一心搞研发，效率还高，可以放心了。","text":"$维立志博-B(09887)$维立志博上半年研发费 1.32 亿，现金还剩 4.52 亿，资金全用在临床、管线和商业化，一心搞研发，效率还高，可以放心了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474876327321744","isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}