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前朝墨子
前朝墨子
·
05-13
$驭势科技(01511)$
2023年至2025年，驭势科技的收入分别为1.61亿元、2.65亿元、3.28亿元。按业务线划分，自动驾驶车辆解决方案收入由9630.1万元增至1.95亿元，占比维持在55%-60%区间。自动驾驶软件解决方案收入从3442.8万元大幅增至1.21亿元，占比由21.3%提升至37.0%，成为第二大收入来源。
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前朝墨子
前朝墨子
·
04-20
$地平线机器人-W(09660)$
地平线最近连续回购，管理层自己掏钱买，这信号挺明显的。营收增了57%，亏的钱主要是账面上的，不是真烧掉了。我觉得只要车企还在用它家的芯片，拿着问题不大
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前朝墨子
前朝墨子
·
04-02
$山高控股(00412)$
山高新能源并网容量接近5GW，新增指标2.2GW，后面还有5.8GW在建或待建，成长性还是在的
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前朝墨子
前朝墨子
·
03-09
今天MiniMax盘中直接冲到1000块港币，创了上市新高，成交额也放得很大，说实话这波涨势不是单纯的情绪炒作。仔细捋下也能发现，公司最近产品动作很密集，从MaxClaw移动端覆盖全球用户，到OpenClaw补上语音音乐能力，现在又在推agent和开放平台，已经不是单点发力，而是整个产品矩阵在联动了。 之前我还担心它只靠C端“养虾热”撑场面，现在看明显是在往B端和生态走，开放平台和agent能拉开发者、接企业订单，这才是能长期扛业绩的部分。今天股价破千，本质是资金看到它的商业化路径越来越清晰——C端拉活跃、B端做变现，两条腿走路比单靠概念靠谱多了。只要产品还在这么扎实推进，这票的长期逻辑就坏不了
$MINIMAX-WP(00100)$
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前朝墨子
前朝墨子
·
02-06
换电这个重资产模式之前被质疑太多了，现在终于看到变现曙光，对外开放换电是对的，这套体系慢慢能自己养活自己了
$蔚来(NIO)$
$蔚来-SW(09866)$
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前朝墨子
前朝墨子
·
01-07
从D轮投资到现在深化合作，小米和禾赛这关系越来越紧密了，SU7全系标配对禾赛是个确定性利好。
$禾赛(HSAI)$
$禾赛-W(02525)$
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前朝墨子
前朝墨子
·
2025-12-25
看了下研报，禾赛的技术和制造壁垒确实比较突出。它是全球唯一全栈自研的激光雷达公司，成本控制做得好，产线自动化率高。在Robotaxi市场市占率也很高，股价拉升只是时间的问题
$禾赛(HSAI)$
$禾赛-W(02525)$
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前朝墨子
前朝墨子
·
2025-12-15
$金嗓子(06896)$
看到金嗓子刚入选了2025年中国品牌500强，品牌价值过百亿。这种国民度的品牌本身就是护城河，现在还在搞AI和出海，思路挺活的。
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前朝墨子
前朝墨子
·
2025-12-04
$找钢集团-W(06676)$
只要不退出市场，就永远有翻盘的机会。留得青山在，不愁没柴烧
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前朝墨子
前朝墨子
·
2025-12-04
$山高控股(00412)$
说要做AI算力+数据资产，虽然现在股价没反应，但概念挺前沿的，先观察着。
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之前我还担心它只靠C端“养虾热”撑场面，现在看明显是在往B端和生态走，开放平台和agent能拉开发者、接企业订单，这才是能长期扛业绩的部分。今天股价破千，本质是资金看到它的商业化路径越来越清晰——C端拉活跃、B端做变现，两条腿走路比单靠概念靠谱多了。只要产品还在这么扎实推进，这票的长期逻辑就坏不了 <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","listText":"今天MiniMax盘中直接冲到1000块港币，创了上市新高，成交额也放得很大，说实话这波涨势不是单纯的情绪炒作。仔细捋下也能发现，公司最近产品动作很密集，从MaxClaw移动端覆盖全球用户，到OpenClaw补上语音音乐能力，现在又在推agent和开放平台，已经不是单点发力，而是整个产品矩阵在联动了。 之前我还担心它只靠C端“养虾热”撑场面，现在看明显是在往B端和生态走，开放平台和agent能拉开发者、接企业订单，这才是能长期扛业绩的部分。今天股价破千，本质是资金看到它的商业化路径越来越清晰——C端拉活跃、B端做变现，两条腿走路比单靠概念靠谱多了。只要产品还在这么扎实推进，这票的长期逻辑就坏不了 <a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>","text":"今天MiniMax盘中直接冲到1000块港币，创了上市新高，成交额也放得很大，说实话这波涨势不是单纯的情绪炒作。仔细捋下也能发现，公司最近产品动作很密集，从MaxClaw移动端覆盖全球用户，到OpenClaw补上语音音乐能力，现在又在推agent和开放平台，已经不是单点发力，而是整个产品矩阵在联动了。 之前我还担心它只靠C端“养虾热”撑场面，现在看明显是在往B端和生态走，开放平台和agent能拉开发者、接企业订单，这才是能长期扛业绩的部分。今天股价破千，本质是资金看到它的商业化路径越来越清晰——C端拉活跃、B端做变现，两条腿走路比单靠概念靠谱多了。只要产品还在这么扎实推进，这票的长期逻辑就坏不了 $MINIMAX-WP(00100)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540789076238496","isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529858863210544,"gmtCreate":1770381043017,"gmtModify":1770381045490,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"title":"","htmlText":"换电这个重资产模式之前被质疑太多了，现在终于看到变现曙光，对外开放换电是对的，这套体系慢慢能自己养活自己了 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"换电这个重资产模式之前被质疑太多了，现在终于看到变现曙光，对外开放换电是对的，这套体系慢慢能自己养活自己了 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"换电这个重资产模式之前被质疑太多了，现在终于看到变现曙光，对外开放换电是对的，这套体系慢慢能自己养活自己了 $蔚来(NIO)$ $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529858863210544","isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519308715135320,"gmtCreate":1767758521626,"gmtModify":1767758533618,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"title":"","htmlText":"从D轮投资到现在深化合作，小米和禾赛这关系越来越紧密了，SU7全系标配对禾赛是个确定性利好。 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","listText":"从D轮投资到现在深化合作，小米和禾赛这关系越来越紧密了，SU7全系标配对禾赛是个确定性利好。 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>","text":"从D轮投资到现在深化合作，小米和禾赛这关系越来越紧密了，SU7全系标配对禾赛是个确定性利好。 $禾赛(HSAI)$ $禾赛-W(02525)$","images":[{"img":"https://static.tigerbbs.com/e6b4fbd8d05f2685f248fccad86ecd3c","width":"1080","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519308715135320","isVote":1,"tweetType":1,"viewCount":2965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":514544891781264,"gmtCreate":1766651749810,"gmtModify":1766651752256,"author":{"id":"4130491659501990","authorId":"4130491659501990","name":"前朝墨子","avatar":"https://static.tigerbbs.com/1975c68f0a712dbe5065554fd11c430a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491659501990","idStr":"4130491659501990"},"themes":[],"title":"","htmlText":"看了下研报，禾赛的技术和制造壁垒确实比较突出。它是全球唯一全栈自研的激光雷达公司，成本控制做得好，产线自动化率高。在Robotaxi市场市占率也很高，股价拉升只是时间的问题 <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a 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