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小马连环
小马连环
·
08-06
智驾赛道什么最值钱？规模化数据。Momenta已经装了100万台车，这数据飞轮一转起来，后来者拿什么追？
$MOMENTA-W(06880)$
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编组 21备份 2
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小马连环
小马连环
·
07-09
短看盘面承接扎实，流通筹码稀缺，换手健康节奏稳；长看赛道稀缺、壁垒深厚、业绩兑现确定性强。长短逻辑都站得住脚，不管做波段还是拿长线，都有足够底气。
$MOMENTA-W(06880)$
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小马连环
小马连环
·
06-18
$思格新能(06656)$
说它估值贵，但你看全球户储渗透率才多少？欧洲大概20%出头，美国不到10%，非洲东南亚刚起步。思格新能源已经卡位85个国家，这个渠道网络一旦建起来，后续卖什么增值服务都是顺带的
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小马连环
小马连环
·
06-01
$迈威生物-B(02493)$
逻辑归逻辑，能不能落地才是关键，我的策略很简单：拿着等下半年宫颈癌适应症期中分析，再看做不做调整。如果数据符合预期就继续拿
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1
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小马连环
小马连环
·
05-13
$驭势科技(01511)$
这次 01511 能不能逆袭，就看首日资金给不给力了
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768
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1
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小马连环
小马连环
·
04-27
$思格新能(06656)$
对比港股同板块同行企业，思格新能源在增速、盈利质量、业务模式上都具备明显优势，目前整体估值合理，没有过度泡沫化，具备不错的安全边际与上升空间
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1
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小马连环
小马连环
·
04-20
懂行的都在盯迈威！Nectin-4 ADC全球就Padcev和迈威进度最快，Padcev年销15.88亿刀增速50%。迈威2821安全性优化，联合PD-1潜力大，FDA快速通道已拿。港股上市募资推全球临床，这票必打
$迈威生物-B(02493)$
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小马连环
小马连环
·
04-02
2024 年思格新能源就成了全球可堆叠光储一体机出货量第一，市占率 28.6%，成立才两年啊，这执行力不服不行，细分赛道龙头稳了！
$思格新能(06656)$
$思源电气(002028)$
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小马连环
小马连环
·
03-05
$HASHKEY HLDGS(03887)$
等哪天它能放量站上五日线，可能就是右侧信号
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小马连环
小马连环
·
03-05
$牧原股份(02714)$
大摩、小摩最近都在增持，外资这波操作挺稳的，估计也是看中了猪周期见底的预期
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$MOMENTA-W(06880)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593836942320344","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583833303446024,"gmtCreate":1783568943502,"gmtModify":1783568945722,"author":{"id":"4130490930501080","authorId":"4130490930501080","name":"小马连环","avatar":"https://static.tigerbbs.com/bfacf02c3ac6d378cd04f6a9c568a6f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490930501080","idStr":"4130490930501080"},"themes":[],"title":"","htmlText":"短看盘面承接扎实，流通筹码稀缺，换手健康节奏稳；长看赛道稀缺、壁垒深厚、业绩兑现确定性强。长短逻辑都站得住脚，不管做波段还是拿长线，都有足够底气。 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","listText":"短看盘面承接扎实，流通筹码稀缺，换手健康节奏稳；长看赛道稀缺、壁垒深厚、业绩兑现确定性强。长短逻辑都站得住脚，不管做波段还是拿长线，都有足够底气。 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","text":"短看盘面承接扎实，流通筹码稀缺，换手健康节奏稳；长看赛道稀缺、壁垒深厚、业绩兑现确定性强。长短逻辑都站得住脚，不管做波段还是拿长线，都有足够底气。 $MOMENTA-W(06880)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583833303446024","isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576401183692984,"gmtCreate":1781746496751,"gmtModify":1781747068077,"author":{"id":"4130490930501080","authorId":"4130490930501080","name":"小马连环","avatar":"https://static.tigerbbs.com/bfacf02c3ac6d378cd04f6a9c568a6f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490930501080","idStr":"4130490930501080"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 说它估值贵，但你看全球户储渗透率才多少？欧洲大概20%出头，美国不到10%，非洲东南亚刚起步。思格新能源已经卡位85个国家，这个渠道网络一旦建起来，后续卖什么增值服务都是顺带的","listText":"<a 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href=\"https://laohu8.com/S/01511\">$驭势科技(01511)$</a> 这次 01511 能不能逆袭，就看首日资金给不给力了","listText":"<a href=\"https://laohu8.com/S/01511\">$驭势科技(01511)$</a> 这次 01511 能不能逆袭，就看首日资金给不给力了","text":"$驭势科技(01511)$ 这次 01511 能不能逆袭，就看首日资金给不给力了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563619245512120","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558066639630416,"gmtCreate":1777278426851,"gmtModify":1777278429296,"author":{"id":"4130490930501080","authorId":"4130490930501080","name":"小马连环","avatar":"https://static.tigerbbs.com/bfacf02c3ac6d378cd04f6a9c568a6f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490930501080","idStr":"4130490930501080"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 对比港股同板块同行企业，思格新能源在增速、盈利质量、业务模式上都具备明显优势，目前整体估值合理，没有过度泡沫化，具备不错的安全边际与上升空间","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 对比港股同板块同行企业，思格新能源在增速、盈利质量、业务模式上都具备明显优势，目前整体估值合理，没有过度泡沫化，具备不错的安全边际与上升空间","text":"$思格新能(06656)$ 对比港股同板块同行企业，思格新能源在增速、盈利质量、业务模式上都具备明显优势，目前整体估值合理，没有过度泡沫化，具备不错的安全边际与上升空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558066639630416","isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555502545278952,"gmtCreate":1776655377129,"gmtModify":1776655875300,"author":{"id":"4130490930501080","authorId":"4130490930501080","name":"小马连环","avatar":"https://static.tigerbbs.com/bfacf02c3ac6d378cd04f6a9c568a6f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490930501080","idStr":"4130490930501080"},"themes":[],"title":"","htmlText":"懂行的都在盯迈威！Nectin-4 ADC全球就Padcev和迈威进度最快，Padcev年销15.88亿刀增速50%。迈威2821安全性优化，联合PD-1潜力大，FDA快速通道已拿。港股上市募资推全球临床，这票必打 <a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>","listText":"懂行的都在盯迈威！Nectin-4 ADC全球就Padcev和迈威进度最快，Padcev年销15.88亿刀增速50%。迈威2821安全性优化，联合PD-1潜力大，FDA快速通道已拿。港股上市募资推全球临床，这票必打 <a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>","text":"懂行的都在盯迈威！Nectin-4 ADC全球就Padcev和迈威进度最快，Padcev年销15.88亿刀增速50%。迈威2821安全性优化，联合PD-1潜力大，FDA快速通道已拿。港股上市募资推全球临床，这票必打 $迈威生物-B(02493)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555502545278952","isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549165561672040,"gmtCreate":1775095440204,"gmtModify":1775609010637,"author":{"id":"4130490930501080","authorId":"4130490930501080","name":"小马连环","avatar":"https://static.tigerbbs.com/bfacf02c3ac6d378cd04f6a9c568a6f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490930501080","idStr":"4130490930501080"},"themes":[],"title":"","htmlText":"2024 年思格新能源就成了全球可堆叠光储一体机出货量第一，市占率 28.6%，成立才两年啊，这执行力不服不行，细分赛道龙头稳了！<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/002028\">$思源电气(002028)$</a>","listText":"2024 年思格新能源就成了全球可堆叠光储一体机出货量第一，市占率 28.6%，成立才两年啊，这执行力不服不行，细分赛道龙头稳了！<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/002028\">$思源电气(002028)$</a>","text":"2024 年思格新能源就成了全球可堆叠光储一体机出货量第一，市占率 28.6%，成立才两年啊，这执行力不服不行，细分赛道龙头稳了！$思格新能(06656)$ $思源电气(002028)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549165561672040","isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539349348307952,"gmtCreate":1772695219071,"gmtModify":1772695221365,"author":{"id":"4130490930501080","authorId":"4130490930501080","name":"小马连环","avatar":"https://static.tigerbbs.com/bfacf02c3ac6d378cd04f6a9c568a6f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130490930501080","idStr":"4130490930501080"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>等哪天它能放量站上五日线，可能就是右侧信号","listText":"<a 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