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春来春往
春来春往
·
08-18
$地平线机器人-W(09660)$
中端市场份额 10.68% 还在涨，**来了也不怕，性价比摆在那，份额继续提升没问题
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春来春往
春来春往
·
08-18
$BOSS直聘(BZ)$
招聘市场看起来玩家多，但真能在 B 端规模化收费的，其实没几个。很多竞争对手更依赖广告收入或一次性收费，而 BOSS 的模式是持续订阅+效果付费，这让它的收入可预测性更强，也更抗周期。这种稳定的 B 端付费模式在整个互联网服务行业都很稀缺。
$BOSS直聘-W(02076)$
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春来春往
春来春往
·
08-01
$极智嘉-W(02590)$
股价异动的同时，集团聚焦以仓储履约机器人解决方案为代表的核心业务，推动集团业务增长、盈利及保证财务稳健性，为具身智能等新技术的创新和商用提供持续支援。
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春来春往
春来春往
·
07-16
$云知声(09678)$
技术派AI龙头果然不一样，13年深耕终获市场认可，医疗+消费双赛道发力，覆盖2亿用户，这增长空间想想都兴奋，这股必须长期持有。
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春来春往
春来春往
·
07-08
$极智嘉-W(02590)$
别人家还在卷国内市场，极智嘉已经横扫 40 多国，这全球化实力没谁了，未来增长空间不敢想。
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806
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春来春往
春来春往
·
06-06
针对维立志博的LBL-051，和Aditum Bio都能有6.14 亿美元总交易 + 特许权使用费，LBL-024、LBL-034、LBL-033的价值能有多大可想而知
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694
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春来春往
春来春往
·
05-26
维立志博PD-L1/4-1BB双抗LBL-024获中美双突破，是个里程碑的事情，不仅仅是在技术上，效果相对优秀、适应症广、而且前景大，维立志博上市后LBL-024就是一个藏不住的估值锚
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春来春往
春来春往
·
05-20
$地平线机器人-W(09660)$
2030年智驾市场超万亿，地平线现在市值才900亿！十年前没人信宁德时代能成锂王，现在同样的剧本，信不信由你
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春来春往
春来春往
·
04-28
$地平线机器人-W(09660)$
最近车企在智驾平权上动作不断，吉利“千里浩瀚” H3 档选地平线征程 6M，奇瑞猎鹰智驾系统用征程 6E 和 6M。这反映出地平线产品的适配性强，能满足不同车企的多样化需求。从股票投资角度，这是个积极信号，说明地平线抗风险能力不错，市场拓展潜力大，这股值得长期拿
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春来春往
春来春往
·
04-10
$找钢集团-W(06676)$
找钢符合政策导向，现在比较期待资金流向科技与产业升级板块，股价即将稳中向好
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40 多国，这全球化实力没谁了，未来增长空间不敢想。","text":"$极智嘉-W(02590)$别人家还在卷国内市场，极智嘉已经横扫 40 多国，这全球化实力没谁了，未来增长空间不敢想。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454349884203016","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443004995289088,"gmtCreate":1749177790985,"gmtModify":1749177792119,"author":{"id":"4130588704550290","authorId":"4130588704550290","name":"春来春往","avatar":"https://static.tigerbbs.com/c7437b6d6248976f55420f5dcd4590a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4130588704550290","idStr":"4130588704550290"},"themes":[],"htmlText":"针对维立志博的LBL-051，和Aditum Bio都能有6.14 亿美元总交易 + 特许权使用费，LBL-024、LBL-034、LBL-033的价值能有多大可想而知","listText":"针对维立志博的LBL-051，和Aditum Bio都能有6.14 亿美元总交易 + 特许权使用费，LBL-024、LBL-034、LBL-033的价值能有多大可想而知","text":"针对维立志博的LBL-051，和Aditum Bio都能有6.14 亿美元总交易 + 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