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财小灶
财小灶
·
Latest
$金嗓子(06896)$
放着等业绩拐点吧,反正仓位不重,等风来[笑哭]
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0
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财小灶
财小灶
·
11:42
$卓正医疗(02677)$
有点禾赛2525的感觉,等利好催化落地
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71
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财小灶
财小灶
·
11:39
$极智嘉-W(02590)$
外资压盘,等待换庄结束
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6
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财小灶
财小灶
·
02-12 11:48
$卓正医疗(02677)$
大家应该都等着AI+医疗吧,有小鹏和腾讯在应该没问题
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56
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财小灶
财小灶
·
02-12 11:46
$极智嘉-W(02590)$
基本面:订单暴涨、毛利提升、盈利在即;技术面:全球首款通用仓储机器人发布;资金面:港股通开启。这么多利好叠在一起,外资压盘,股价还没起飞,应该压不了太久
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128
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编组 21备份 2
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财小灶
财小灶
·
02-12 10:24
$MINIMAX-WP(00100)$
行业趋势很明显,AI正在从工具变成数字员工,渗透全球13万亿美元的劳动力市场,MiniMax的Agent刚好踩中这个风口,只要能持续落地场景,未来天花板很高,不止现在的规模。
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883
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1
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财小灶
财小灶
·
02-10
$金嗓子(06896)$
业绩还是实在的,拿着收息也不错[笑哭]
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25
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财小灶
财小灶
·
02-10
根本没在怕的,今天继续大涨
$HASHKEY HLDGS(03887)$
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财小灶
财小灶
·
02-10
同样做产业互联网,找钢市值15亿,钢联150亿,但找钢的增速更快,业务更垂直,AI转型也更积极。市场给钢联溢价是因为盈利,但找钢扭亏后,估值会向钢联靠拢,这个修复空间就是阿尔法,我押这个拐点
$找钢集团-W(06676)$
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财小灶
财小灶
·
02-10
从15.8元降到11.6元,成本曲线还在走,利润弹性超预期。
$牧原股份(02714)$
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href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a>大家应该都等着AI+医疗吧,有小鹏和腾讯在应该没问题","text":"$卓正医疗(02677)$大家应该都等着AI+医疗吧,有小鹏和腾讯在应该没问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531853856760088","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531853395903632,"gmtCreate":1770867998073,"gmtModify":1770868000710,"author":{"id":"4143608060897040","authorId":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143608060897040","authorIdStr":"4143608060897040"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>基本面:订单暴涨、毛利提升、盈利在即;技术面:全球首款通用仓储机器人发布;资金面:港股通开启。这么多利好叠在一起,外资压盘,股价还没起飞,应该压不了太久","listText":"<a 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href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>行业趋势很明显,AI正在从工具变成数字员工,渗透全球13万亿美元的劳动力市场,MiniMax的Agent刚好踩中这个风口,只要能持续落地场景,未来天花板很高,不止现在的规模。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a>行业趋势很明显,AI正在从工具变成数字员工,渗透全球13万亿美元的劳动力市场,MiniMax的Agent刚好踩中这个风口,只要能持续落地场景,未来天花板很高,不止现在的规模。","text":"$MINIMAX-WP(00100)$行业趋势很明显,AI正在从工具变成数字员工,渗透全球13万亿美元的劳动力市场,MiniMax的Agent刚好踩中这个风口,只要能持续落地场景,未来天花板很高,不止现在的规模。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/531833634931368","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274720504115","authorId":"3479274720504115","name":"WINTERIN","avatar":"https://static.laohu8.com/picture52","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274720504115","authorIdStr":"3479274720504115"},"content":"风口抓得准!落地场景成了就能起飞!","text":"风口抓得准!落地场景成了就能起飞!","html":"风口抓得准!落地场景成了就能起飞!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531171719369800,"gmtCreate":1770701483310,"gmtModify":1770701485319,"author":{"id":"4143608060897040","authorId":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143608060897040","authorIdStr":"4143608060897040"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>业绩还是实在的,拿着收息也不错[笑哭]","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a>业绩还是实在的,拿着收息也不错[笑哭]","text":"$金嗓子(06896)$业绩还是实在的,拿着收息也不错[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531171719369800","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531133277025656,"gmtCreate":1770692099696,"gmtModify":1770692101665,"author":{"id":"4143608060897040","authorId":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143608060897040","authorIdStr":"4143608060897040"},"themes":[],"title":"","htmlText":"根本没在怕的,今天继续大涨 <a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>","listText":"根本没在怕的,今天继续大涨 <a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>","text":"根本没在怕的,今天继续大涨 $HASHKEY HLDGS(03887)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531133277025656","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531121560822240,"gmtCreate":1770689234677,"gmtModify":1770689237122,"author":{"id":"4143608060897040","authorId":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143608060897040","authorIdStr":"4143608060897040"},"themes":[],"title":"","htmlText":"同样做产业互联网,找钢市值15亿,钢联150亿,但找钢的增速更快,业务更垂直,AI转型也更积极。市场给钢联溢价是因为盈利,但找钢扭亏后,估值会向钢联靠拢,这个修复空间就是阿尔法,我押这个拐点 <a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>","listText":"同样做产业互联网,找钢市值15亿,钢联150亿,但找钢的增速更快,业务更垂直,AI转型也更积极。市场给钢联溢价是因为盈利,但找钢扭亏后,估值会向钢联靠拢,这个修复空间就是阿尔法,我押这个拐点 <a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>","text":"同样做产业互联网,找钢市值15亿,钢联150亿,但找钢的增速更快,业务更垂直,AI转型也更积极。市场给钢联溢价是因为盈利,但找钢扭亏后,估值会向钢联靠拢,这个修复空间就是阿尔法,我押这个拐点 $找钢集团-W(06676)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531121560822240","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531121056986616,"gmtCreate":1770689174552,"gmtModify":1770689176558,"author":{"id":"4143608060897040","authorId":"4143608060897040","name":"财小灶","avatar":"https://static.tigerbbs.com/f037add66dacb11d03924ffd57eee4b9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143608060897040","authorIdStr":"4143608060897040"},"themes":[],"title":"","htmlText":"从15.8元降到11.6元,成本曲线还在走,利润弹性超预期。 <a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a>","listText":"从15.8元降到11.6元,成本曲线还在走,利润弹性超预期。 <a href=\"https://laohu8.com/S/02714\">$牧原股份(02714)$</a>","text":"从15.8元降到11.6元,成本曲线还在走,利润弹性超预期。 $牧原股份(02714)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531121056986616","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}