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菩提道次第
菩提道次第
·
11-20
$赛力斯(601127)$
赛力斯现在花的研发费都是在攒自主实力，从 优秀到卓越的路已经在走了
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754
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·
11-19
$金嗓子(06896)$
金嗓子这牌子几十年了，小时候吃，现在还在吃，这种消费粘性就是护城河
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21
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1
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菩提道次第
·
11-19
$赛力斯(09927)$
跟字节联手搞人形机器人，还提前布局了 ROBOREX 商标和研发公司，这是开辟第二增长曲线，不止靠卖车吃饭
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553
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1
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菩提道次第
·
11-11
$找钢集团-W(06676)$
他们单吨佣金在慢慢涨，这说明平台对上下游还是有话语权的，生意模式没坏。
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337
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1
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菩提道次第
·
11-11
$赛力斯(601127)$
赛力斯海外不是单纯卖车，是体系化出海，还有本地化产能，比单纯出口的价值要提高很多
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501
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1
编组 21备份 2
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菩提道次第
·
10-02
$极智嘉-W(02590)$
机器人+AI+出海+盈利拐点，四重共振，港股今年最硬逻辑，30块以下不看空，回调就是给机会。
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菩提道次第
·
09-19
$协鑫科技(03800)$
颗粒硅价格居然都反超致密料了，品质升级肉眼可见，N型时代这技术路线越来越吃得开。
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544
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菩提道次第
·
08-12
$地平线机器人-W(09660)$
奇瑞这棵大树靠得住吗？星途车型要是卖得好，地平线的业绩就能实打实上去了，期待销量数据
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1,954
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·
07-21
$找钢集团-W(06676)$
我只能说现在仍然不贵
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·
07-02
$极智嘉-W(02590)$
极智嘉作为To B智能机器人赛道头部玩家，率先跑通商业模式，手握电商物流、智能制造等核心场景的海量订单，业务遍及全球 40 多国，客户有很多都是世界 500 强，就是最好的护城河。随着行业渗透率加速提升，这种头部企业闭眼申准没错。
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优秀到卓越的路已经在走了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/502185784107464","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087984965265220","authorId":"4087984965265220","name":"西门小呆瓜cc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087984965265220","authorIdStr":"4087984965265220"},"content":"赛力斯、自主实力，你可真幽默，真有自主实力小康的时候就支棱起来了，真有实力在美国搞ELMS时候就成了","text":"赛力斯、自主实力，你可真幽默，真有自主实力小康的时候就支棱起来了，真有实力在美国搞ELMS时候就成了","html":"赛力斯、自主实力，你可真幽默，真有自主实力小康的时候就支棱起来了，真有实力在美国搞ELMS时候就成了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501846914237264,"gmtCreate":1763529522765,"gmtModify":1763529524566,"author":{"id":"4132744432072090","authorId":"4132744432072090","name":"菩提道次第","avatar":"https://static.tigerbbs.com/479f938449f73f1908541169e28f4367","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4132744432072090","authorIdStr":"4132744432072090"},"themes":[],"title":"","htmlText":"<a 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奇瑞这棵大树靠得住吗？星途车型要是卖得好，地平线的业绩就能实打实上去了，期待销量数据","text":"$地平线机器人-W(09660)$ 奇瑞这棵大树靠得住吗？星途车型要是卖得好，地平线的业绩就能实打实上去了，期待销量数据","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/466704185573760","isVote":1,"tweetType":1,"viewCount":1954,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4193551920249452","authorId":"4193551920249452","name":"杏园里郎","avatar":"https://static.tigerbbs.com/9295cc217b43540550c5ef1f3b47279d","crmLevel":4,"crmLevelSwitch":0,"idStr":"4193551920249452","authorIdStr":"4193551920249452"},"content":"奇瑞从品牌效应、市场销量一直处于中游偏下的位置，基本上归于杂七杂八的品牌类别，地平线的业绩指望它，只能是呵呵呵呵了哇","text":"奇瑞从品牌效应、市场销量一直处于中游偏下的位置，基本上归于杂七杂八的品牌类别，地平线的业绩指望它，只能是呵呵呵呵了哇","html":"奇瑞从品牌效应、市场销量一直处于中游偏下的位置，基本上归于杂七杂八的品牌类别，地平线的业绩指望它，只能是呵呵呵呵了哇"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458880186298664,"gmtCreate":1753068424398,"gmtModify":1753068425635,"author":{"id":"4132744432072090","authorId":"4132744432072090","name":"菩提道次第","avatar":"https://static.tigerbbs.com/479f938449f73f1908541169e28f4367","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4132744432072090","authorIdStr":"4132744432072090"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 我只能说现在仍然不贵","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 我只能说现在仍然不贵","text":"$找钢集团-W(06676)$ 我只能说现在仍然不贵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458880186298664","isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452327785980232,"gmtCreate":1751437650250,"gmtModify":1751437651608,"author":{"id":"4132744432072090","authorId":"4132744432072090","name":"菩提道次第","avatar":"https://static.tigerbbs.com/479f938449f73f1908541169e28f4367","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4132744432072090","authorIdStr":"4132744432072090"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 极智嘉作为To B智能机器人赛道头部玩家，率先跑通商业模式，手握电商物流、智能制造等核心场景的海量订单，业务遍及全球 40 多国，客户有很多都是世界 500 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