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wqmeal39
wqmeal39
·
02-06
$蔚来(NIO)$
$蔚来-SW(09866)$
从什么都想做到聚焦主业，从烧钱换规模到降本增效，蔚来这次是真的成熟了。乐道品牌成交均价25万+，萤火虫86%车主来自非蔚来阵营，说明多品牌战略开始见效，不是靠低价换销量。[666][666]
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375
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1
编组 21备份 2
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wqmeal39
wqmeal39
·
01-27
刚研究完山高，原来它是山东高速旗下的，国资背景稳得很！现在聚焦绿电和算力，刚好踩中 AI 和双碳风口，这赛道选得没毛病[开心]
$山高控股(00412)$
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613
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2
编组 21备份 2
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wqmeal39
wqmeal39
·
01-14
$天数智芯(09903)$
静候新产品发布吧
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1,221
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1
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2
编组 21备份 2
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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。
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755
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1
编组 21备份 2
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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
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960
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1
编组 21备份 2
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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
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1,080
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2
编组 21备份 2
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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。
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1,351
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2
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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。
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641
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1
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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。
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531
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1
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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
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 从什么都想做到聚焦主业，从烧钱换规模到降本增效，蔚来这次是真的成熟了。乐道品牌成交均价25万+，萤火虫86%车主来自非蔚来阵营，说明多品牌战略开始见效，不是靠低价换销量。[666][666]","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 从什么都想做到聚焦主业，从烧钱换规模到降本增效，蔚来这次是真的成熟了。乐道品牌成交均价25万+，萤火虫86%车主来自非蔚来阵营，说明多品牌战略开始见效，不是靠低价换销量。[666][666]","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 从什么都想做到聚焦主业，从烧钱换规模到降本增效，蔚来这次是真的成熟了。乐道品牌成交均价25万+，萤火虫86%车主来自非蔚来阵营，说明多品牌战略开始见效，不是靠低价换销量。[666][666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529881701507200","isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526204212732920,"gmtCreate":1769492708632,"gmtModify":1769492710482,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129182557738010","idStr":"4129182557738010"},"themes":[],"title":"","htmlText":"刚研究完山高，原来它是山东高速旗下的，国资背景稳得很！现在聚焦绿电和算力，刚好踩中 AI 和双碳风口，这赛道选得没毛病[开心] <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","listText":"刚研究完山高，原来它是山东高速旗下的，国资背景稳得很！现在聚焦绿电和算力，刚好踩中 AI 和双碳风口，这赛道选得没毛病[开心] <a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>","text":"刚研究完山高，原来它是山东高速旗下的，国资背景稳得很！现在聚焦绿电和算力，刚好踩中 AI 和双碳风口，这赛道选得没毛病[开心] $山高控股(00412)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526204212732920","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521641542346264,"gmtCreate":1768371053203,"gmtModify":1768371055348,"author":{"id":"4129182557738010","authorId":"4129182557738010","name":"wqmeal39","avatar":"https://static.tigerbbs.com/e2b5084a0bc3000fc4de6930da40dffa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4129182557738010","idStr":"4129182557738010"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 静候新产品发布吧","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 静候新产品发布吧","text":"$天数智芯(09903)$ 静候新产品发布吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521641542346264","isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"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,"authorIdStr":"4129182557738010","idStr":"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 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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":960,"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,"authorIdStr":"4129182557738010","idStr":"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":1080,"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,"authorIdStr":"4129182557738010","idStr":"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":1351,"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,"authorIdStr":"4129182557738010","idStr":"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":641,"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,"authorIdStr":"4129182557738010","idStr":"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":531,"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,"authorIdStr":"4129182557738010","idStr":"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":2536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}