社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
wqmeal39
IP属地：未知
+关注
帖子 · 19
帖子 · 19
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
wqmeal39
wqmeal39
·
01-05
$赛力斯(09927)$
26年问界大概能卖55-60万台，所有车型合计销量应该在65-70万之间，营业额在2400亿左右，利润130亿，2026出口目标5万辆。国内高端稳住基本盘，海外打开增量空间，销量弹性可看翻倍。
看
276
回复
评论
点赞
1
编组 21备份 2
分享
举报
wqmeal39
wqmeal39
·
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
看
619
回复
评论
点赞
1
编组 21备份 2
分享
举报
wqmeal39
wqmeal39
·
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
看
704
回复
评论
点赞
2
编组 21备份 2
分享
举报
wqmeal39
wqmeal39
·
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。
看
1,065
回复
评论
点赞
2
编组 21备份 2
分享
举报
wqmeal39
wqmeal39
·
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。
看
404
回复
评论
点赞
1
编组 21备份 2
分享
举报
wqmeal39
wqmeal39
·
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。
看
217
回复
评论
点赞
1
编组 21备份 2
分享
举报
wqmeal39
wqmeal39
·
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
看
1,914
回复
评论
点赞
1
编组 21备份 2
分享
举报
wqmeal39
wqmeal39
·
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
看
1,069
回复
评论
点赞
1
编组 21备份 2
分享
举报
wqmeal39
wqmeal39
·
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。
看
644
回复
评论
点赞
1
编组 21备份 2
分享
举报
wqmeal39
wqmeal39
·
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。
看
2,020
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4129182557738010","uuid":"4129182557738010","gmtCreate":1666079466759,"gmtModify":1666080374795,"name":"wqmeal39","pinyin":"wqmeal39","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":1,"tweetSize":19,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":518479581762224,"gmtCreate":1767611136410,"gmtModify":1767611138951,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>26年问界大概能卖55-60万台，所有车型合计销量应该在65-70万之间，营业额在2400亿左右，利润130亿，2026出口目标5万辆。国内高端稳住基本盘，海外打开增量空间，销量弹性可看翻倍。","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>26年问界大概能卖55-60万台，所有车型合计销量应该在65-70万之间，营业额在2400亿左右，利润130亿，2026出口目标5万辆。国内高端稳住基本盘，海外打开增量空间，销量弹性可看翻倍。","text":"$赛力斯(09927)$26年问界大概能卖55-60万台，所有车型合计销量应该在65-70万之间，营业额在2400亿左右，利润130亿，2026出口目标5万辆。国内高端稳住基本盘，海外打开增量空间，销量弹性可看翻倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518479581762224","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514375186546808,"gmtCreate":1766548802510,"gmtModify":1766548804806,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 募了13亿港币，一半多要投研发，自动驾驶这行确实烧钱，但技术跟不上很快会被淘汰，加大投入也算合理","listText":"<a href=\"https://laohu8.com/S/03881\">$希迪智驾(03881)$</a> 募了13亿港币，一半多要投研发，自动驾驶这行确实烧钱，但技术跟不上很快会被淘汰，加大投入也算合理","text":"$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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514375186546808","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509556139225344,"gmtCreate":1765441294357,"gmtModify":1765441296409,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 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","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 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","text":"$赛力斯(09927)$ 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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509556139225344","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506661530223192,"gmtCreate":1764727265477,"gmtModify":1764727267799,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>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。","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>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。","text":"$明略科技-W(02718)$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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506661530223192","isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506661227700416,"gmtCreate":1764727180453,"gmtModify":1764727182250,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 经济不好，但该吃喉糖、吃益生菌的人还是会吃，生意韧性足。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 经济不好，但该吃喉糖、吃益生菌的人还是会吃，生意韧性足。","text":"$金嗓子(06896)$ 经济不好，但该吃喉糖、吃益生菌的人还是会吃，生意韧性足。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506661227700416","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504216810873672,"gmtCreate":1764134383233,"gmtModify":1764134385241,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>金嗓子赚钱能力还是在的。短期调整，就当洗洗更健康。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>金嗓子赚钱能力还是在的。短期调整，就当洗洗更健康。","text":"$金嗓子(06896)$金嗓子赚钱能力还是在的。短期调整，就当洗洗更健康。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504216810873672","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504219674923384,"gmtCreate":1764134350947,"gmtModify":1764134353210,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4129182557738010","authorIdStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<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","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":1914,"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":1069,"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":644,"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":2020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}