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徐有财
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·
12-15
$赛力斯(09927)$
赛力斯财务上也很安全，手里大把货币资金，应对价格战和研发都有底气赛力斯财务上也很安全，手里大把货币资金，应对价格战和研发都有底气
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徐有财
·
12-04
$金嗓子(06896)$
技术派估计在等突破信号，我反正先观望了。
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280
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徐有财
·
12-04
$映恩生物-B(09606)$
映恩生物最近临床进展还行，明年是不是会有新BD
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·
11-12
$赛力斯(601127)$
赛力斯港股上市又能募资扩海外生产基地、建超充网络，以后欧洲、中东市场打开了，增长空间很大
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徐有财
·
11-06
$赛力斯(601127)$
这次港股发行价相对A股有折价，给后市留出了上涨空间，现在的位置性价比高。
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954
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徐有财
·
10-21
$元保(YB)$
山行和北极光这些早期机构都说不减持，咱小散也不用一惊一乍。
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899
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编组 21备份 2
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徐有财
·
09-17
$找钢集团-W(06676)$
跌到现在，反而踏实了，找钢再跌我就加点，反正仓位轻，不怕套。
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徐有财
·
09-10
$极智嘉-W(02590)$
看到600亿市值的目标，不算激进。按照机构预测，PS给11-12倍就在这个区间。关键是规模效应起来后，利润弹性会比收入更大，EBITDA转正只是开始
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徐有财
·
08-18
$BOSS直聘-W(02076)$
$BOSS直聘(BZ)$
AI 不只是提升体验，还直接影响企业端的成本结构。招聘成本降下来，企业就能在同样预算下招到更多、更合适的人，这反而会提高它们的付费意愿。用 AI 优化招聘流程，本质是在帮 B 端客户降成本，这样的服务粘性和商业化潜力会越来越高。
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徐有财
·
08-01
$极智嘉-W(02590)$
绿鞋都开始干活了，为啥卖的最多的是富途和老虎，无法理解这些散户 而且如果成功进入智能领域，加上自身大客户持续复购，黏性独一无二，很有可能成为领涨龙头啊。
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href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 赛力斯财务上也很安全，手里大把货币资金，应对价格战和研发都有底气赛力斯财务上也很安全，手里大把货币资金，应对价格战和研发都有底气","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 赛力斯财务上也很安全，手里大把货币资金，应对价格战和研发都有底气赛力斯财务上也很安全，手里大把货币资金，应对价格战和研发都有底气","text":"$赛力斯(09927)$ 赛力斯财务上也很安全，手里大把货币资金，应对价格战和研发都有底气赛力斯财务上也很安全，手里大把货币资金，应对价格战和研发都有底气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511068897436552","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507292223328504,"gmtCreate":1764826930178,"gmtModify":1764826932477,"author":{"id":"4130588626550080","authorId":"4130588626550080","name":"徐有财","avatar":"https://static.tigerbbs.com/54ada31251c9981eb85f96b4b28269d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588626550080","idStr":"4130588626550080"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>技术派估计在等突破信号，我反正先观望了。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>技术派估计在等突破信号，我反正先观望了。","text":"$金嗓子(06896)$技术派估计在等突破信号，我反正先观望了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507292223328504","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507289368215728,"gmtCreate":1764826902045,"gmtModify":1764826903707,"author":{"id":"4130588626550080","authorId":"4130588626550080","name":"徐有财","avatar":"https://static.tigerbbs.com/54ada31251c9981eb85f96b4b28269d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588626550080","idStr":"4130588626550080"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09606\">$映恩生物-B(09606)$</a> 映恩生物最近临床进展还行，明年是不是会有新BD","listText":"<a href=\"https://laohu8.com/S/09606\">$映恩生物-B(09606)$</a> 映恩生物最近临床进展还行，明年是不是会有新BD","text":"$映恩生物-B(09606)$ 映恩生物最近临床进展还行，明年是不是会有新BD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507289368215728","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499322556236072,"gmtCreate":1762930091112,"gmtModify":1762930093205,"author":{"id":"4130588626550080","authorId":"4130588626550080","name":"徐有财","avatar":"https://static.tigerbbs.com/54ada31251c9981eb85f96b4b28269d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588626550080","idStr":"4130588626550080"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 赛力斯港股上市又能募资扩海外生产基地、建超充网络，以后欧洲、中东市场打开了，增长空间很大","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 赛力斯港股上市又能募资扩海外生产基地、建超充网络，以后欧洲、中东市场打开了，增长空间很大","text":"$赛力斯(601127)$ 赛力斯港股上市又能募资扩海外生产基地、建超充网络，以后欧洲、中东市场打开了，增长空间很大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499322556236072","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497165823222536,"gmtCreate":1762401337134,"gmtModify":1762401339015,"author":{"id":"4130588626550080","authorId":"4130588626550080","name":"徐有财","avatar":"https://static.tigerbbs.com/54ada31251c9981eb85f96b4b28269d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588626550080","idStr":"4130588626550080"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 这次港股发行价相对A股有折价，给后市留出了上涨空间，现在的位置性价比高。","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 这次港股发行价相对A股有折价，给后市留出了上涨空间，现在的位置性价比高。","text":"$赛力斯(601127)$ 这次港股发行价相对A股有折价，给后市留出了上涨空间，现在的位置性价比高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497165823222536","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491656557240424,"gmtCreate":1761054535073,"gmtModify":1761054537066,"author":{"id":"4130588626550080","authorId":"4130588626550080","name":"徐有财","avatar":"https://static.tigerbbs.com/54ada31251c9981eb85f96b4b28269d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588626550080","idStr":"4130588626550080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a> 山行和北极光这些早期机构都说不减持，咱小散也不用一惊一乍。","listText":"<a href=\"https://laohu8.com/S/YB\">$元保(YB)$</a> 山行和北极光这些早期机构都说不减持，咱小散也不用一惊一乍。","text":"$元保(YB)$ 山行和北极光这些早期机构都说不减持，咱小散也不用一惊一乍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/491656557240424","isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479417587483368,"gmtCreate":1758080114122,"gmtModify":1758080116081,"author":{"id":"4130588626550080","authorId":"4130588626550080","name":"徐有财","avatar":"https://static.tigerbbs.com/54ada31251c9981eb85f96b4b28269d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588626550080","idStr":"4130588626550080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 跌到现在，反而踏实了，找钢再跌我就加点，反正仓位轻，不怕套。","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 跌到现在，反而踏实了，找钢再跌我就加点，反正仓位轻，不怕套。","text":"$找钢集团-W(06676)$ 跌到现在，反而踏实了，找钢再跌我就加点，反正仓位轻，不怕套。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479417587483368","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476976976679704,"gmtCreate":1757471327523,"gmtModify":1757471328938,"author":{"id":"4130588626550080","authorId":"4130588626550080","name":"徐有财","avatar":"https://static.tigerbbs.com/54ada31251c9981eb85f96b4b28269d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588626550080","idStr":"4130588626550080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 看到600亿市值的目标，不算激进。按照机构预测，PS给11-12倍就在这个区间。关键是规模效应起来后，利润弹性会比收入更大，EBITDA转正只是开始","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 看到600亿市值的目标，不算激进。按照机构预测，PS给11-12倍就在这个区间。关键是规模效应起来后，利润弹性会比收入更大，EBITDA转正只是开始","text":"$极智嘉-W(02590)$ 看到600亿市值的目标，不算激进。按照机构预测，PS给11-12倍就在这个区间。关键是规模效应起来后，利润弹性会比收入更大，EBITDA转正只是开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476976976679704","isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468969048952896,"gmtCreate":1755497347672,"gmtModify":1755497349234,"author":{"id":"4130588626550080","authorId":"4130588626550080","name":"徐有财","avatar":"https://static.tigerbbs.com/54ada31251c9981eb85f96b4b28269d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588626550080","idStr":"4130588626550080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02076\">$BOSS直聘-W(02076)$</a> <a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> AI 不只是提升体验，还直接影响企业端的成本结构。招聘成本降下来，企业就能在同样预算下招到更多、更合适的人，这反而会提高它们的付费意愿。用 AI 优化招聘流程，本质是在帮 B 端客户降成本，这样的服务粘性和商业化潜力会越来越高。","listText":"<a href=\"https://laohu8.com/S/02076\">$BOSS直聘-W(02076)$</a> <a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> AI 不只是提升体验，还直接影响企业端的成本结构。招聘成本降下来，企业就能在同样预算下招到更多、更合适的人，这反而会提高它们的付费意愿。用 AI 优化招聘流程，本质是在帮 B 端客户降成本，这样的服务粘性和商业化潜力会越来越高。","text":"$BOSS直聘-W(02076)$ $BOSS直聘(BZ)$ AI 不只是提升体验，还直接影响企业端的成本结构。招聘成本降下来，企业就能在同样预算下招到更多、更合适的人，这反而会提高它们的付费意愿。用 AI 优化招聘流程，本质是在帮 B 端客户降成本，这样的服务粘性和商业化潜力会越来越高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468969048952896","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462878736572728,"gmtCreate":1754013467707,"gmtModify":1754014479022,"author":{"id":"4130588626550080","authorId":"4130588626550080","name":"徐有财","avatar":"https://static.tigerbbs.com/54ada31251c9981eb85f96b4b28269d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588626550080","idStr":"4130588626550080"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 绿鞋都开始干活了，为啥卖的最多的是富途和老虎，无法理解这些散户 而且如果成功进入智能领域，加上自身大客户持续复购，黏性独一无二，很有可能成为领涨龙头啊。","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 绿鞋都开始干活了，为啥卖的最多的是富途和老虎，无法理解这些散户 而且如果成功进入智能领域，加上自身大客户持续复购，黏性独一无二，很有可能成为领涨龙头啊。","text":"$极智嘉-W(02590)$ 绿鞋都开始干活了，为啥卖的最多的是富途和老虎，无法理解这些散户 而且如果成功进入智能领域，加上自身大客户持续复购，黏性独一无二，很有可能成为领涨龙头啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462878736572728","isVote":1,"tweetType":1,"viewCount":1819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}