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商业者研究所
商业者研究所
·
04-30 16:27
$元保(YB)$
元保的技术护城河其实挺深的，自主研发的知识库累计了解析的保险条款和医学数据量级惊人。这种数据壁垒，后来者想追没那么容易。
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商业者研究所
商业者研究所
·
04-13
思格新能源这次 IPO 逻辑很顺：赛道好、增速快、盈利拐点已现。打新不求暴涨，但求稳中有肉[龇牙][龇牙]
$思格新能(06656)$
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商业者研究所
商业者研究所
·
03-19
$地平线机器人-W(09660)$
很多人被短期股价波动吓破了胆，一跌就慌，一洗就跑，完全忽略了最核心的基本面。余凯在电话会上明确给出未来数年60% 收入增速，这不是画饼，是基于订单、定点、量产节奏的真实判断。智驾行业正处在爆发前夜，芯片与方案出货量持续放量，而股价却还在低位反复震荡。盘口大单频繁出现，明显是主力在吸筹布局。
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2
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商业者研究所
商业者研究所
·
02-26
$山高控股(00412)$
短线震荡不改中期趋势，我选择拿着等业绩和反弹
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442
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商业者研究所
商业者研究所
·
01-22
$找钢集团-W(06676)$
市场风格一转换，产业互联网平台必是主线之一
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1,103
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商业者研究所
商业者研究所
·
01-22
$赛力斯(09927)$
负债率这个事情，对于处于快速扩张期的制造业企业来说，这是抢市场的阶段，关键看现金流和盈利能不能跟上，目前看赛力斯没问题
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商业者研究所
商业者研究所
·
01-12
$金嗓子(06896)$
大市那么好，你不跟上？
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商业者研究所
商业者研究所
·
2025-12-31
$天数智芯(09903)$
港股打新你们一般用多少资金打啊，定价 144.60 港元 / 股。预期 H 股将在明年 1 月 8 日开始交易，天数你们有啥攻略，参考一下
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商业者研究所
商业者研究所
·
2025-12-22
$赛力斯(09927)$
短期股价回调很正常，看看赛力斯11月的销量和累计交付数据，基本面没毛病
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1,628
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商业者研究所
商业者研究所
·
2025-12-22
$金嗓子(06896)$
现在的价格还能进吗？
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短线震荡不改中期趋势，我选择拿着等业绩和反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536863014794680","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524656131633608,"gmtCreate":1769062336465,"gmtModify":1769062338599,"author":{"id":"4132744419072020","authorId":"4132744419072020","name":"商业者研究所","avatar":"https://static.tigerbbs.com/014371ce1ef282202cbfcf326a7089ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132744419072020","idStr":"4132744419072020"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>市场风格一转换，产业互联网平台必是主线之一","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>市场风格一转换，产业互联网平台必是主线之一","text":"$找钢集团-W(06676)$市场风格一转换，产业互联网平台必是主线之一","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524656131633608","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524640250483256,"gmtCreate":1769062300652,"gmtModify":1769062302384,"author":{"id":"4132744419072020","authorId":"4132744419072020","name":"商业者研究所","avatar":"https://static.tigerbbs.com/014371ce1ef282202cbfcf326a7089ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132744419072020","idStr":"4132744419072020"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 负债率这个事情，对于处于快速扩张期的制造业企业来说，这是抢市场的阶段，关键看现金流和盈利能不能跟上，目前看赛力斯没问题","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 负债率这个事情，对于处于快速扩张期的制造业企业来说，这是抢市场的阶段，关键看现金流和盈利能不能跟上，目前看赛力斯没问题","text":"$赛力斯(09927)$ 负债率这个事情，对于处于快速扩张期的制造业企业来说，这是抢市场的阶段，关键看现金流和盈利能不能跟上，目前看赛力斯没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524640250483256","isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520928265052504,"gmtCreate":1768201082204,"gmtModify":1768201083930,"author":{"id":"4132744419072020","authorId":"4132744419072020","name":"商业者研究所","avatar":"https://static.tigerbbs.com/014371ce1ef282202cbfcf326a7089ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132744419072020","idStr":"4132744419072020"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 大市那么好，你不跟上？","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 大市那么好，你不跟上？","text":"$金嗓子(06896)$ 大市那么好，你不跟上？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520928265052504","isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516876711387152,"gmtCreate":1767165933715,"gmtModify":1767165935659,"author":{"id":"4132744419072020","authorId":"4132744419072020","name":"商业者研究所","avatar":"https://static.tigerbbs.com/014371ce1ef282202cbfcf326a7089ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132744419072020","idStr":"4132744419072020"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 港股打新你们一般用多少资金打啊，定价 144.60 港元 / 股。预期 H 股将在明年 1 月 8 日开始交易，天数你们有啥攻略，参考一下","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 港股打新你们一般用多少资金打啊，定价 144.60 港元 / 股。预期 H 股将在明年 1 月 8 日开始交易，天数你们有啥攻略，参考一下","text":"$天数智芯(09903)$ 港股打新你们一般用多少资金打啊，定价 144.60 港元 / 股。预期 H 股将在明年 1 月 8 日开始交易，天数你们有啥攻略，参考一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/516876711387152","isVote":1,"tweetType":1,"viewCount":4101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513466458600392,"gmtCreate":1766385062231,"gmtModify":1766385064537,"author":{"id":"4132744419072020","authorId":"4132744419072020","name":"商业者研究所","avatar":"https://static.tigerbbs.com/014371ce1ef282202cbfcf326a7089ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132744419072020","idStr":"4132744419072020"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>短期股价回调很正常，看看赛力斯11月的销量和累计交付数据，基本面没毛病","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>短期股价回调很正常，看看赛力斯11月的销量和累计交付数据，基本面没毛病","text":"$赛力斯(09927)$短期股价回调很正常，看看赛力斯11月的销量和累计交付数据，基本面没毛病","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513466458600392","isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513466326679584,"gmtCreate":1766385031131,"gmtModify":1766385032904,"author":{"id":"4132744419072020","authorId":"4132744419072020","name":"商业者研究所","avatar":"https://static.tigerbbs.com/014371ce1ef282202cbfcf326a7089ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132744419072020","idStr":"4132744419072020"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 现在的价格还能进吗？","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 现在的价格还能进吗？","text":"$金嗓子(06896)$ 现在的价格还能进吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513466326679584","isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}
