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周紫心儿
周紫心儿
·
08-07
还记得 Momenta 和 Uber 在慕尼黑的 Robotaxi 项目吧？德国全境 L4 牌照到手，路测这块最大的障碍基本扫清。手上还有 Grab、享道这些出行平台的合作，全球 Robotaxi 业务一步步往前落地，商业化看见盼头了。
$MOMENTA-W(06880)$
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周紫心儿
周紫心儿
·
07-09
现在市场缺的就是故事，Momenta的故事能讲十年
$MOMENTA-W(06880)$
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周紫心儿
周紫心儿
·
06-18
其实你可以把思格新能源理解成储能界的“苹果”——不是说他现在有这个地位，而是他的产品哲学很像：把复杂的系统集成到一个盒子里，让用户不需要懂技术就能用好。这种思路在消费电子领域被验证过无数次了
$思格新能(06656)$
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周紫心儿
周紫心儿
·
06-01
$思格新能(06656)$
分布式储能是大赛道里的小切口，思格新能源把这个切口做深了做透了，龙头地位短期内很难撼动
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周紫心儿
周紫心儿
·
05-13
$迈威生物-B(02493)$
很多人把迈威和荣昌生物比，说荣昌ADC已经上市了，迈威还在临床。这个对比本身就有问题。荣昌的维迪西妥单抗是HER2 ADC，迈威的9MW2821是Nectin-4 ADC，靶点不同，适应症不同，竞争格局不同。Nectin-4在尿路上皮癌的渗透率还在早期，迈威如果做出差异化，空间比荣昌当初还大。用荣昌的现在对标迈威的将来，是偷换时间轴。
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周紫心儿
周紫心儿
·
04-27
$迈威生物-B(02493)$
2026年是ADC大年，Nectin-4是最热靶点之一。迈威作为该靶点全球进度第一梯队，享受的是赛道β红利。暗盘跌，β还在，α还在
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周紫心儿
周紫心儿
·
04-20
$迈威生物-B(02493)$
2026年黄金年！9MW2821三项三期期中分析，数据好直接pre-NDA。港股上市时间点精准，上市+数据双击。2025年医药新股首日平均涨80%，准备押三分之一额度[邪恶][邪恶]
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周紫心儿
周紫心儿
·
04-20
$山高控股(00412)$
国金证券研报说算电协同已纳入国家战略！数据中心用电量2026年前两月同比大增46.2%，国家枢纽节点新建数据中心绿电占比超80%。山高新能源手里4GW风电光伏装机，光卖绿电给数据中心这块就有大空间，现在股价还没反应呢。[捂脸][捂脸]
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周紫心儿
周紫心儿
·
04-02
$地平线机器人-W(09660)$
北向资金最近好像在卖，不知道啥意思，跟着主力走吧
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周紫心儿
周紫心儿
·
03-09
$山高控股(00412)$
今天港股整体崩，山高跟着被动调整，基本面没变化，纯情绪跟跌
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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/594173648339288","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583858469560512,"gmtCreate":1783573670875,"gmtModify":1783573672769,"author":{"id":"4130490946501150","authorId":"4130490946501150","name":"周紫心儿","avatar":"https://static.tigerbbs.com/d4b9cb05e28d76eb4572bf625f3e6a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130490946501150","authorIdStr":"4130490946501150"},"themes":[],"title":"","htmlText":"现在市场缺的就是故事，Momenta的故事能讲十年 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","listText":"现在市场缺的就是故事，Momenta的故事能讲十年 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","text":"现在市场缺的就是故事，Momenta的故事能讲十年 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ADC，靶点不同，适应症不同，竞争格局不同。Nectin-4在尿路上皮癌的渗透率还在早期，迈威如果做出差异化，空间比荣昌当初还大。用荣昌的现在对标迈威的将来，是偷换时间轴。","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 很多人把迈威和荣昌生物比，说荣昌ADC已经上市了，迈威还在临床。这个对比本身就有问题。荣昌的维迪西妥单抗是HER2 ADC，迈威的9MW2821是Nectin-4 ADC，靶点不同，适应症不同，竞争格局不同。Nectin-4在尿路上皮癌的渗透率还在早期，迈威如果做出差异化，空间比荣昌当初还大。用荣昌的现在对标迈威的将来，是偷换时间轴。","text":"$迈威生物-B(02493)$ 很多人把迈威和荣昌生物比，说荣昌ADC已经上市了，迈威还在临床。这个对比本身就有问题。荣昌的维迪西妥单抗是HER2 ADC，迈威的9MW2821是Nectin-4 ADC，靶点不同，适应症不同，竞争格局不同。Nectin-4在尿路上皮癌的渗透率还在早期，迈威如果做出差异化，空间比荣昌当初还大。用荣昌的现在对标迈威的将来，是偷换时间轴。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563621776114776","isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558075834492760,"gmtCreate":1777280757382,"gmtModify":1777280759522,"author":{"id":"4130490946501150","authorId":"4130490946501150","name":"周紫心儿","avatar":"https://static.tigerbbs.com/d4b9cb05e28d76eb4572bf625f3e6a28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130490946501150","authorIdStr":"4130490946501150"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>2026年是ADC大年，Nectin-4是最热靶点之一。迈威作为该靶点全球进度第一梯队，享受的是赛道β红利。暗盘跌，β还在，α还在","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>2026年是ADC大年，Nectin-4是最热靶点之一。迈威作为该靶点全球进度第一梯队，享受的是赛道β红利。暗盘跌，β还在，α还在","text":"$迈威生物-B(02493)$2026年是ADC大年，Nectin-4是最热靶点之一。迈威作为该靶点全球进度第一梯队，享受的是赛道β红利。暗盘跌，β还在，α还在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558075834492760","isVote":1,"tweetType":1,"viewCount":1453,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442814671585868","authorId":"3442814671585868","name":"朴丞相","avatar":"https://static.tigerbbs.com/d588104ef9029566f955d3c86b329f11","crmLevel":7,"crmLevelSwitch":0,"idStr":"3442814671585868","authorIdStr":"3442814671585868"},"content":"- B的一堆早早上市，股价跌在地上，管线完成度高的股票。这种- B新股上来没有三板斧就早点扔了，大把能做底仓的创新药。","text":"- B的一堆早早上市，股价跌在地上，管线完成度高的股票。这种- B新股上来没有三板斧就早点扔了，大把能做底仓的创新药。","html":"- B的一堆早早上市，股价跌在地上，管线完成度高的股票。这种- 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