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已是秋
已是秋
·
08-18
$BOSS直聘(BZ)$
$BOSS直聘-W(02076)$
我一直觉得，C 端是流量，B 端是现金流。BOSS 直聘的稀缺价值就在于它两端都能抓住，但核心盈利来自 B 端，而且是可持续的。
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已是秋
已是秋
·
08-01
$找钢集团-W(06676)$
AI 大模型输出海外！从赚差价到赚技术钱，毛利率从 25% 提到 32%。这种盈利模式升级，股价安全垫厚得很。
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已是秋
已是秋
·
07-16
$极智嘉-W(02590)$
等散户跑路了再拉升，玩不腻是吗
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399
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已是秋
已是秋
·
07-08
$地平线机器人-W(09660)$
今天也就这样了，看明天吧
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388
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已是秋
已是秋
·
06-05
$找钢集团-W(06676)$
找钢集团去年开票额近2000亿！关键在“增值税专票”：这才是实打实的交易，比GMV水分少太多，这个数值更可靠
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711
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已是秋
已是秋
·
05-26
$地平线机器人-W(09660)$
地平线被纳入港股通，这是价值被进一步认可的信号。它在自主品牌乘用车智驾计算方案市场份额第一，商业变现能力超强，冲就完事了
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已是秋
已是秋
·
05-20
$地平线机器人-W(09660)$
地平线正式纳入恒生科技指数，成唯一纯智驾成分股！高盛目标价直接调到11.77港元，花旗更狠，12.3港元！南下资金马上进场，流动性起飞，主力这波吸筹明显，拿稳了兄弟们
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已是秋
已是秋
·
05-06
$地平线机器人-W(09660)$
最近看了不少关于地平线的消息。就说今年 4 月上汽发布会上，直接表明作为地平线最大股东，看好其发展，后续还要加强合作。荣威、名爵多款主力车型今年就会搭载征程 6 系列芯片，首款车年内就量产上市。这意味着地平线的技术已经被头部车企认可并大规模应用了。从长远看，随着越来越多车型搭载其芯片和智驾方案，市场份额会进一步扩大，营收增长那还不是水到渠成的事儿，长期投资价值稳稳的。
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已是秋
已是秋
·
04-29
$找钢集团-W(06676)$
现在这个便宜筹码还是不要轻易放手了，只要能挣钱的都是好票
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已是秋
已是秋
·
2023-02-27
[开心]
@彩云之七彩：
$有道(DAO)$ 新服务给公司带来的强劲销售数据值得教育行业引起重视，四季度数字内容服务的销售额已突破6亿元。
$有道(DAO)$ 新服务给公司带来的强劲销售数据值得教育行业引起重视，四季度数字内容服务的销售额已突破6亿元。
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href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> <a href=\"https://laohu8.com/S/02076\">$BOSS直聘-W(02076)$</a> 我一直觉得，C 端是流量，B 端是现金流。BOSS 直聘的稀缺价值就在于它两端都能抓住，但核心盈利来自 B 端，而且是可持续的。","listText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$</a> <a href=\"https://laohu8.com/S/02076\">$BOSS直聘-W(02076)$</a> 我一直觉得，C 端是流量，B 端是现金流。BOSS 直聘的稀缺价值就在于它两端都能抓住，但核心盈利来自 B 端，而且是可持续的。","text":"$BOSS直聘(BZ)$ $BOSS直聘-W(02076)$ 我一直觉得，C 端是流量，B 端是现金流。BOSS 直聘的稀缺价值就在于它两端都能抓住，但核心盈利来自 B 端，而且是可持续的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468986819506360","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462937676808240,"gmtCreate":1754028018263,"gmtModify":1754028019396,"author":{"id":"4130932305695610","authorId":"4130932305695610","name":"已是秋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130932305695610","authorIdStr":"4130932305695610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> AI 大模型输出海外！从赚差价到赚技术钱，毛利率从 25% 提到 32%。这种盈利模式升级，股价安全垫厚得很。","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> AI 大模型输出海外！从赚差价到赚技术钱，毛利率从 25% 提到 32%。这种盈利模式升级，股价安全垫厚得很。","text":"$找钢集团-W(06676)$ AI 大模型输出海外！从赚差价到赚技术钱，毛利率从 25% 提到 32%。这种盈利模式升级，股价安全垫厚得很。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462937676808240","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457249908895968,"gmtCreate":1752632517262,"gmtModify":1752632518498,"author":{"id":"4130932305695610","authorId":"4130932305695610","name":"已是秋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130932305695610","authorIdStr":"4130932305695610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 等散户跑路了再拉升，玩不腻是吗","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 等散户跑路了再拉升，玩不腻是吗","text":"$极智嘉-W(02590)$ 等散户跑路了再拉升，玩不腻是吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457249908895968","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454349540917872,"gmtCreate":1751956061590,"gmtModify":1751956062670,"author":{"id":"4130932305695610","authorId":"4130932305695610","name":"已是秋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130932305695610","authorIdStr":"4130932305695610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>今天也就这样了，看明天吧","listText":"<a 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地平线被纳入港股通，这是价值被进一步认可的信号。它在自主品牌乘用车智驾计算方案市场份额第一，商业变现能力超强，冲就完事了","text":"$地平线机器人-W(09660)$ 地平线被纳入港股通，这是价值被进一步认可的信号。它在自主品牌乘用车智驾计算方案市场份额第一，商业变现能力超强，冲就完事了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439045902155920","isVote":1,"tweetType":1,"viewCount":3925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437094929236328,"gmtCreate":1747725345104,"gmtModify":1748313787078,"author":{"id":"4130932305695610","authorId":"4130932305695610","name":"已是秋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130932305695610","authorIdStr":"4130932305695610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地平线正式纳入恒生科技指数，成唯一纯智驾成分股！高盛目标价直接调到11.77港元，花旗更狠，12.3港元！南下资金马上进场，流动性起飞，主力这波吸筹明显，拿稳了兄弟们","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地平线正式纳入恒生科技指数，成唯一纯智驾成分股！高盛目标价直接调到11.77港元，花旗更狠，12.3港元！南下资金马上进场，流动性起飞，主力这波吸筹明显，拿稳了兄弟们","text":"$地平线机器人-W(09660)$地平线正式纳入恒生科技指数，成唯一纯智驾成分股！高盛目标价直接调到11.77港元，花旗更狠，12.3港元！南下资金马上进场，流动性起飞，主力这波吸筹明显，拿稳了兄弟们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/437094929236328","isVote":1,"tweetType":1,"viewCount":4067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585306665613704","authorId":"3585306665613704","name":"杨京023","avatar":"https://static.tigerbbs.com/148451ba51eab02d162cd29ce1660093","crmLevel":2,"crmLevelSwitch":0,"idStr":"3585306665613704","authorIdStr":"3585306665613704"},"content":"已经40%跑了，等待下一波","text":"已经40%跑了，等待下一波","html":"已经40%跑了，等待下一波"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432033437188568,"gmtCreate":1746498643296,"gmtModify":1746498644972,"author":{"id":"4130932305695610","authorId":"4130932305695610","name":"已是秋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130932305695610","authorIdStr":"4130932305695610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 最近看了不少关于地平线的消息。就说今年 4 月上汽发布会上，直接表明作为地平线最大股东，看好其发展，后续还要加强合作。荣威、名爵多款主力车型今年就会搭载征程 6 系列芯片，首款车年内就量产上市。这意味着地平线的技术已经被头部车企认可并大规模应用了。从长远看，随着越来越多车型搭载其芯片和智驾方案，市场份额会进一步扩大，营收增长那还不是水到渠成的事儿，长期投资价值稳稳的。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 最近看了不少关于地平线的消息。就说今年 4 月上汽发布会上，直接表明作为地平线最大股东，看好其发展，后续还要加强合作。荣威、名爵多款主力车型今年就会搭载征程 6 系列芯片，首款车年内就量产上市。这意味着地平线的技术已经被头部车企认可并大规模应用了。从长远看，随着越来越多车型搭载其芯片和智驾方案，市场份额会进一步扩大，营收增长那还不是水到渠成的事儿，长期投资价值稳稳的。","text":"$地平线机器人-W(09660)$ 最近看了不少关于地平线的消息。就说今年 4 月上汽发布会上，直接表明作为地平线最大股东，看好其发展，后续还要加强合作。荣威、名爵多款主力车型今年就会搭载征程 6 系列芯片，首款车年内就量产上市。这意味着地平线的技术已经被头部车企认可并大规模应用了。从长远看，随着越来越多车型搭载其芯片和智驾方案，市场份额会进一步扩大，营收增长那还不是水到渠成的事儿，长期投资价值稳稳的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432033437188568","isVote":1,"tweetType":1,"viewCount":1867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429750055256376,"gmtCreate":1745890267828,"gmtModify":1745890789278,"author":{"id":"4130932305695610","authorId":"4130932305695610","name":"已是秋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130932305695610","authorIdStr":"4130932305695610"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 现在这个便宜筹码还是不要轻易放手了，只要能挣钱的都是好票","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 现在这个便宜筹码还是不要轻易放手了，只要能挣钱的都是好票","text":"$找钢集团-W(06676)$ 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