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智慧与勇气
智慧与勇气
·
12-15
$智汇矿业(02546)$
看公告有招金矿业旗下公司做基石，国企背景加持，这背书力度可以啊，心里踏实点了
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532
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1
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智慧与勇气
智慧与勇气
·
12-15
$极智嘉-W(02590)$
最近股价可能有些震荡，在高密度利好释放后，主力资金往往会利用震荡洗掉不坚定的筹码，这就是为什么一出利好就跌[捂脸]
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678
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1
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智慧与勇气
智慧与勇气
·
12-15
$微创医疗(00853)$
老实说，心通和CRM合并，直接把微创旗下最关键的两块业务绑定在一起，升级成了覆盖全流程的“大心脏病平台”，市场以前没给溢价，现在清晰了，作为母公司理应获得价值重估
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277
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1
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智慧与勇气
智慧与勇气
·
12-04
$极智嘉-W(02590)$
机器人开始冲了，全球机器人升温，快冲
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477
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1
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智慧与勇气
智慧与勇气
·
11-26
蔚来Q4营收指引领跑新势力，10月份“蔚乐萤”合计交付已超4万台，乐道品牌超过了蔚来本身。高端走量、主流冲分，早就应该组合拳搞起来
@前朝墨子：
不容易，蔚来Q4营收指引327-340亿，指引领跑新势力。更关键的是财务健康度上来了：三季度整车毛利率拉回到14.7%，经营现金流也历史性地转正了。营收预期第一，斌子看你了 $蔚来(NIO)$ $蔚来-SW(09866)$
不容易，蔚来Q4营收指引327-340亿，指引领跑新势力。更关键的是财务健康度上来了：三季度整车毛利率拉回到14.7%，经营现金流也历史性地转正了。营收预期第一，斌子看你了 $蔚来(NIO)$ $蔚来-SW(09866)$
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2
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智慧与勇气
智慧与勇气
·
11-12
$禾赛-W(02525)$
$禾赛(HSAI)$
虽然大盘最近震荡，但禾赛这类有实打实装机数据的公司，长期看还是有竞争力的，短期业绩也不错，看就看长期
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913
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智慧与勇气
智慧与勇气
·
11-06
$地平线机器人-W(09660)$
市场悲观时，更要看公司做了什么。进博会上的重磅发布、与大厂的深度合作，地平线的动作又急又密，这本身不就是最好的信号吗？
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智慧与勇气
智慧与勇气
·
11-06
$赛力斯(601127)$
别纠结首日涨跌，看看基石阵容：重庆产业母基金、林园基金都在，认购覆盖80% 募资。这种级别的机构锁仓 6 个月，股价短期跌不到哪去，大盘企稳就反弹。
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2,063
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1
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智慧与勇气
智慧与勇气
·
10-21
$蔚来(NIO)$
$蔚来-SW(09866)$
换手率最近一直维持在正常水平，不高不低，这是最健康的状态。说明长线资金锁仓不动，活跃的只是短线客。
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智慧与勇气
智慧与勇气
·
10-15
$协鑫科技(03800)$
钙钛矿这边也憋大招呢，实验室效率都快30%了，GW产线今年就投产，下一个增长点早就备好了。
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597
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老实说，心通和CRM合并，直接把微创旗下最关键的两块业务绑定在一起，升级成了覆盖全流程的“大心脏病平台”，市场以前没给溢价，现在清晰了，作为母公司理应获得价值重估","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511045614879672","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507235261767736,"gmtCreate":1764816870783,"gmtModify":1764816872511,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491681502130","idStr":"4130491681502130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 机器人开始冲了，全球机器人升温，快冲","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 机器人开始冲了，全球机器人升温，快冲","text":"$极智嘉-W(02590)$ 机器人开始冲了，全球机器人升温，快冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507235261767736","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504358796026208,"gmtCreate":1764163086884,"gmtModify":1764163090023,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491681502130","idStr":"4130491681502130"},"themes":[],"title":"","htmlText":"蔚来Q4营收指引领跑新势力，10月份“蔚乐萤”合计交付已超4万台，乐道品牌超过了蔚来本身。高端走量、主流冲分，早就应该组合拳搞起来","listText":"蔚来Q4营收指引领跑新势力，10月份“蔚乐萤”合计交付已超4万台，乐道品牌超过了蔚来本身。高端走量、主流冲分，早就应该组合拳搞起来","text":"蔚来Q4营收指引领跑新势力，10月份“蔚乐萤”合计交付已超4万台，乐道品牌超过了蔚来本身。高端走量、主流冲分，早就应该组合拳搞起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504358796026208","repostId":"504358925210056","repostType":1,"repost":{"id":504358925210056,"gmtCreate":1764162801753,"gmtModify":1764162804266,"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":"不容易，蔚来Q4营收指引327-340亿，指引领跑新势力。更关键的是财务健康度上来了：三季度整车毛利率拉回到14.7%，经营现金流也历史性地转正了。营收预期第一，斌子看你了 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"不容易，蔚来Q4营收指引327-340亿，指引领跑新势力。更关键的是财务健康度上来了：三季度整车毛利率拉回到14.7%，经营现金流也历史性地转正了。营收预期第一，斌子看你了 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"不容易，蔚来Q4营收指引327-340亿，指引领跑新势力。更关键的是财务健康度上来了：三季度整车毛利率拉回到14.7%，经营现金流也历史性地转正了。营收预期第一，斌子看你了 $蔚来(NIO)$ $蔚来-SW(09866)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504358925210056","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499317195579568,"gmtCreate":1762928672556,"gmtModify":1762928674517,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491681502130","idStr":"4130491681502130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 虽然大盘最近震荡，但禾赛这类有实打实装机数据的公司，长期看还是有竞争力的，短期业绩也不错，看就看长期","listText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> <a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> 虽然大盘最近震荡，但禾赛这类有实打实装机数据的公司，长期看还是有竞争力的，短期业绩也不错，看就看长期","text":"$禾赛-W(02525)$ $禾赛(HSAI)$ 虽然大盘最近震荡，但禾赛这类有实打实装机数据的公司，长期看还是有竞争力的，短期业绩也不错，看就看长期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499317195579568","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497132923847512,"gmtCreate":1762393505656,"gmtModify":1762393507574,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491681502130","idStr":"4130491681502130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>市场悲观时，更要看公司做了什么。进博会上的重磅发布、与大厂的深度合作，地平线的动作又急又密，这本身不就是最好的信号吗？","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>市场悲观时，更要看公司做了什么。进博会上的重磅发布、与大厂的深度合作，地平线的动作又急又密，这本身不就是最好的信号吗？","text":"$地平线机器人-W(09660)$市场悲观时，更要看公司做了什么。进博会上的重磅发布、与大厂的深度合作，地平线的动作又急又密，这本身不就是最好的信号吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/497132923847512","isVote":1,"tweetType":1,"viewCount":2671,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540717014112256","authorId":"3540717014112256","name":"lxsxhn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3540717014112256","idStr":"3540717014112256"},"content":"近期密集宣传出各类小利好，市场毫不领情，但蓄力久了终会爆发，到时又会一堆人作恍然大悟状","text":"近期密集宣传出各类小利好，市场毫不领情，但蓄力久了终会爆发，到时又会一堆人作恍然大悟状","html":"近期密集宣传出各类小利好，市场毫不领情，但蓄力久了终会爆发，到时又会一堆人作恍然大悟状"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497133766828176,"gmtCreate":1762393152303,"gmtModify":1762393154274,"author":{"id":"4130491681502130","authorId":"4130491681502130","name":"智慧与勇气","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130491681502130","idStr":"4130491681502130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 别纠结首日涨跌，看看基石阵容：重庆产业母基金、林园基金都在，认购覆盖80% 募资。这种级别的机构锁仓 6 个月，股价短期跌不到哪去，大盘企稳就反弹。","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 别纠结首日涨跌，看看基石阵容：重庆产业母基金、林园基金都在，认购覆盖80% 募资。这种级别的机构锁仓 6 个月，股价短期跌不到哪去，大盘企稳就反弹。","text":"$赛力斯(601127)$ 别纠结首日涨跌，看看基石阵容：重庆产业母基金、林园基金都在，认购覆盖80% 募资。这种级别的机构锁仓 6 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