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海力奥斯
海力奥斯
·
2025-12-31
$微创医疗(00853)$
感觉明年可降解药物球囊+闭环微导管全面放量，5亿利润打底。手术机器人如果拿证进度国内No.1，TAVR、起搏器紧跟在后，每一颗都是大赛道。负债大降，轻装上阵，300市值只是起点，现在全市场医疗没那么低的
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海力奥斯
海力奥斯
·
2025-12-31
$极智嘉-W(02590)$
订单量摆在那里，只要业绩一兑现，所有的质疑都会烟消云散
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553
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海力奥斯
海力奥斯
·
2025-12-19
$山高控股(00412)$
高速公路行业本来就稳，2025 年前三季度盈利还回升了，加上政策可能优化收费标准，山高的基本面有支撑。
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海力奥斯
海力奥斯
·
2025-12-09
$微创医疗(00853)$
高价值心衰管线的整合效应，不是短期内就能完全反映在股价上的。资金需要时间去理解、去计算。现在要做的就是锁定筹码，等待市场这波对稀缺资源的估值重估，可能会很久，因为谁都不知道该怎么定价
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海力奥斯
海力奥斯
·
2025-12-09
$极智嘉-W(02590)$
市场情绪真差，利好也当利空读。下半年那么多订单和政策，股价照样疲软。
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561
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海力奥斯
海力奥斯
·
2025-11-28
$蔚来(NIO)$
要在每个环节比同行效率高一点，这种踏实做事的风格适合长线拿，今天小涨只是个开始。[开心]
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455
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海力奥斯
海力奥斯
·
2025-11-18
$赛力斯(601127)$
张兴海从汽车螺丝做到新能源车，现在又冲人形机器人，一辈子都在打破边界，玩的是无限游戏
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海力奥斯
海力奥斯
·
2025-11-07
$广和通(00638)$
对比同行，广和通抗跌性强。看看同行业港股，移远、日海智能跌了多少？广和通业绩更稳，市占率更高，跌下来反而安全边际更高，别跟着恐慌
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753
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海力奥斯
海力奥斯
·
2025-10-17
$蔚来(NIO)$
$蔚来-SW(09866)$
中概股在海外市场真的不容易，刚应付完做空机构，又要面对集体诉讼。这条产业链上的各方都有自己的算盘，投资者更需要保持清醒。
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海力奥斯
海力奥斯
·
2025-10-10
$地平线机器人-W(09660)$
希望下午来个反包
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 要在每个环节比同行效率高一点，这种踏实做事的风格适合长线拿，今天小涨只是个开始。[开心]","text":"$蔚来(NIO)$ 要在每个环节比同行效率高一点，这种踏实做事的风格适合长线拿，今天小涨只是个开始。[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504969420484800","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501359075840544,"gmtCreate":1763432469369,"gmtModify":1763432471176,"author":{"id":"4131099733785840","authorId":"4131099733785840","name":"海力奥斯","avatar":"https://static.tigerbbs.com/456e0725e192c88eea0e66a824728e2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131099733785840","authorIdStr":"4131099733785840"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 张兴海从汽车螺丝做到新能源车，现在又冲人形机器人，一辈子都在打破边界，玩的是无限游戏","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 张兴海从汽车螺丝做到新能源车，现在又冲人形机器人，一辈子都在打破边界，玩的是无限游戏","text":"$赛力斯(601127)$ 张兴海从汽车螺丝做到新能源车，现在又冲人形机器人，一辈子都在打破边界，玩的是无限游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501359075840544","isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497585957622128,"gmtCreate":1762503683575,"gmtModify":1762503685376,"author":{"id":"4131099733785840","authorId":"4131099733785840","name":"海力奥斯","avatar":"https://static.tigerbbs.com/456e0725e192c88eea0e66a824728e2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131099733785840","authorIdStr":"4131099733785840"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a> 对比同行，广和通抗跌性强。看看同行业港股，移远、日海智能跌了多少？广和通业绩更稳，市占率更高，跌下来反而安全边际更高，别跟着恐慌","listText":"<a href=\"https://laohu8.com/S/00638\">$广和通(00638)$</a> 对比同行，广和通抗跌性强。看看同行业港股，移远、日海智能跌了多少？广和通业绩更稳，市占率更高，跌下来反而安全边际更高，别跟着恐慌","text":"$广和通(00638)$ 对比同行，广和通抗跌性强。看看同行业港股，移远、日海智能跌了多少？广和通业绩更稳，市占率更高，跌下来反而安全边际更高，别跟着恐慌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497585957622128","isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490145866695032,"gmtCreate":1760691452180,"gmtModify":1760691454077,"author":{"id":"4131099733785840","authorId":"4131099733785840","name":"海力奥斯","avatar":"https://static.tigerbbs.com/456e0725e192c88eea0e66a824728e2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131099733785840","authorIdStr":"4131099733785840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 中概股在海外市场真的不容易，刚应付完做空机构，又要面对集体诉讼。这条产业链上的各方都有自己的算盘，投资者更需要保持清醒。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 中概股在海外市场真的不容易，刚应付完做空机构，又要面对集体诉讼。这条产业链上的各方都有自己的算盘，投资者更需要保持清醒。","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 中概股在海外市场真的不容易，刚应付完做空机构，又要面对集体诉讼。这条产业链上的各方都有自己的算盘，投资者更需要保持清醒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490145866695032","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487554500739920,"gmtCreate":1760061058436,"gmtModify":1760061060387,"author":{"id":"4131099733785840","authorId":"4131099733785840","name":"海力奥斯","avatar":"https://static.tigerbbs.com/456e0725e192c88eea0e66a824728e2b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4131099733785840","authorIdStr":"4131099733785840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 希望下午来个反包","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 希望下午来个反包","text":"$地平线机器人-W(09660)$ 希望下午来个反包","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487554500739920","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
