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徐有财
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·
09-17
$吉利汽车(00175)$
我去，刚刷到吉利巴西工厂下线，以前国内造好运过去，运费加关税，利润直接被啃掉一大块，心疼死。现在好了，当地直接造，靠入股雷诺拿现成产线，不用自己砸大钱盖厂房，简直不要太省事
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徐有财
徐有财
·
09-02
别光看股价涨跌，吉利"一个吉利"体系在整合内部资源，减少重复投入。管理上的优化短期看不到水花，长期是降本增效的底子，做生意的都懂这个。
$吉利汽车(00175)$
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徐有财
徐有财
·
08-13
今天没动继续拿着，在预期内，核心逻辑没破，后面大概率还是往上走
$MOMENTA-W(06880)$
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897
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徐有财
徐有财
·
07-09
$MOMENTA-W(06880)$
我看的不是下个月，是五年后的千亿美金，到时候回头一看全是金子
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1,238
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徐有财
·
06-02
$山高控股(00412)$
山高未来的故事能不能讲好，[龇牙]核心就看电算协同能不能从乌兰察布这一个示范标杆复制到更多地方。资本—培育—退出—反哺这条闭环模式验证跑通了[微笑]
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1
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徐有财
徐有财
·
05-14
$驭势科技(01511)$
驭势科技一手 3045 港元。也就一顿火锅钱，买一张中国 L4 自动驾驶第一股的门票。值不值？你自己掂量。
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2,884
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1
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徐有财
徐有财
·
04-27
$迈威生物-B(02493)$
别问我明天走不走，这种基本面扎实的票，我当底仓拿着[贱笑]
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1,428
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2
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徐有财
·
04-20
$HASHKEY HLDGS(03887)$
别人恐惧的时候我贪婪，这个位置我觉得可以慢慢捡
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·
04-02
$派能科技(688063)$
$思格新能(06656)$
许映童的背景是思格新能源最大的加分项，对行业的理解和资源整合能力没话说。思格新能源的技术路线也很清晰，专注于分布式光储一体化，避开了和头部企业的正面竞争，这种差异化策略很聪明，未来增长可期。
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2
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徐有财
·
03-10
$MINIMAX-WP(00100)$
今天大涨22%，市值直接冲到3826亿港元超百度了都。我猜市场大概率是看好它Agent智能体和多模态这块的落地，愿意给高估值。
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href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>山高未来的故事能不能讲好，[龇牙]核心就看电算协同能不能从乌兰察布这一个示范标杆复制到更多地方。资本—培育—退出—反哺这条闭环模式验证跑通了[微笑]","listText":"<a 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自动驾驶第一股的门票。值不值？你自己掂量。","listText":"<a href=\"https://laohu8.com/S/01511\">$驭势科技(01511)$</a> 驭势科技一手 3045 港元。也就一顿火锅钱，买一张中国 L4 自动驾驶第一股的门票。值不值？你自己掂量。","text":"$驭势科技(01511)$ 驭势科技一手 3045 港元。也就一顿火锅钱，买一张中国 L4 自动驾驶第一股的门票。值不值？你自己掂量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564008778236760","isVote":1,"tweetType":1,"viewCount":2884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558092843173736,"gmtCreate":1777284911246,"gmtModify":1777284913245,"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/02493\">$迈威生物-B(02493)$</a>别问我明天走不走，这种基本面扎实的票，我当底仓拿着[贱笑]","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>别问我明天走不走，这种基本面扎实的票，我当底仓拿着[贱笑]","text":"$迈威生物-B(02493)$别问我明天走不走，这种基本面扎实的票，我当底仓拿着[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558092843173736","isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555585704027088,"gmtCreate":1776675609263,"gmtModify":1776675611197,"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/03887\">$HASHKEY HLDGS(03887)$</a> 别人恐惧的时候我贪婪，这个位置我觉得可以慢慢捡","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 别人恐惧的时候我贪婪，这个位置我觉得可以慢慢捡","text":"$HASHKEY HLDGS(03887)$ 别人恐惧的时候我贪婪，这个位置我觉得可以慢慢捡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555585704027088","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549218108630016,"gmtCreate":1775108288680,"gmtModify":1775609010930,"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/688063\">$派能科技(688063)$</a> <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>许映童的背景是思格新能源最大的加分项，对行业的理解和资源整合能力没话说。思格新能源的技术路线也很清晰，专注于分布式光储一体化，避开了和头部企业的正面竞争，这种差异化策略很聪明，未来增长可期。","listText":"<a href=\"https://laohu8.com/S/688063\">$派能科技(688063)$</a> <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>许映童的背景是思格新能源最大的加分项，对行业的理解和资源整合能力没话说。思格新能源的技术路线也很清晰，专注于分布式光储一体化，避开了和头部企业的正面竞争，这种差异化策略很聪明，未来增长可期。","text":"$派能科技(688063)$ $思格新能(06656)$许映童的背景是思格新能源最大的加分项，对行业的理解和资源整合能力没话说。思格新能源的技术路线也很清晰，专注于分布式光储一体化，避开了和头部企业的正面竞争，这种差异化策略很聪明，未来增长可期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549218108630016","isVote":1,"tweetType":1,"viewCount":3329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541127128178848,"gmtCreate":1773136683648,"gmtModify":1773136685872,"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/00100\">$MINIMAX-WP(00100)$</a> 今天大涨22%，市值直接冲到3826亿港元超百度了都。我猜市场大概率是看好它Agent智能体和多模态这块的落地，愿意给高估值。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 今天大涨22%，市值直接冲到3826亿港元超百度了都。我猜市场大概率是看好它Agent智能体和多模态这块的落地，愿意给高估值。","text":"$MINIMAX-WP(00100)$ 今天大涨22%，市值直接冲到3826亿港元超百度了都。我猜市场大概率是看好它Agent智能体和多模态这块的落地，愿意给高估值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541127128178848","isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}