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甲辰龙

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- 甲辰龙甲辰龙
  ·15:41
  $雅乐科技(YALA)$这票，现在技术面长期调整后地量磨底，筹码逐步稳定。下半年新游戏倒是值得期待，有望成为股价催化剂，基本面与技术面共振，看看低位布局的机会。
  11 评论
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- 甲辰龙甲辰龙
  ·05-18 14:02
  $霸王茶姬(CHA)$在行业调整期，能稳住网点就是胜利，这方面最能过体现加盟商信心。
  34 评论
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- 甲辰龙甲辰龙
  ·05-14
  $霸王茶姬(CHA)$进入冰激凌市场，但现在入局不算早的，得做出点特色才行，不然就是跟风凑热闹，很难有长期竞争力。
  267 评论
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- 甲辰龙甲辰龙
  ·04-27
  $沪上阿姨(02589)$今天茶饮都这么玩啊
  374 评论
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- 甲辰龙甲辰龙
  ·04-27
  $蜜雪集团(02097)$雪王最近页有点乏力了
  591 评论
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- 甲辰龙甲辰龙
  ·04-27
  $霸王茶姬(CHA)$话说摩根大通为什么上调评级？他们看到的可能不是下一季的财报，而是一个接近“运营转折点”的信号。就看他们的眼光如何了
  339 评论
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- 甲辰龙甲辰龙
  ·04-22
  $霸王茶姬(CHA)$海外GMV虽然基数小，但增速很大，也验证了模型的可能性，第二增长曲线开始发力。韩国占了，后面东亚大的，就差小日子了吧
  1,005 评论
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- 甲辰龙甲辰龙
  ·04-20
  $霸王茶姬(CHA)$当霸王茶姬放弃短期价格战，转向GMV分成时，很多人只看到利润可能下滑，却没看懂它正从“供应商”变成“服务商”。估值模型，该更新了。
  791 评论
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- 甲辰龙甲辰龙
  ·04-17
  $霸王茶姬(CHA)$昨天盘后是10.40，今天再这么说，10.45要到吧，慢慢爬坡吧
  470 评论
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- 甲辰龙甲辰龙
  ·04-15
  $霸王茶姬(CHA)$盘前定个目标，今天10.30+，看看那准不准了
  532 评论
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href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a>今天茶饮都这么玩啊","text":"$沪上阿姨(02589)$今天茶饮都这么玩啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557985595799224","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557985698771896,"gmtCreate":1777258676749,"gmtModify":1777258678857,"author":{"id":"4150786657113770","authorId":"4150786657113770","name":"甲辰龙","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786657113770","idStr":"4150786657113770"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a>雪王最近页有点乏力了","listText":"<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$</a>雪王最近页有点乏力了","text":"$蜜雪集团(02097)$雪王最近页有点乏力了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557985698771896","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557983967782912,"gmtCreate":1777258333926,"gmtModify":1777258335972,"author":{"id":"4150786657113770","authorId":"4150786657113770","name":"甲辰龙","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786657113770","idStr":"4150786657113770"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>话说摩根大通为什么上调评级？他们看到的可能不是下一季的财报，而是一个接近“运营转折点”的信号。就看他们的眼光如何了","listText":"<a 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href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>当霸王茶姬放弃短期价格战，转向GMV分成时，很多人只看到利润可能下滑，却没看懂它正从“供应商”变成“服务商”。估值模型，该更新了。","text":"$霸王茶姬(CHA)$当霸王茶姬放弃短期价格战，转向GMV分成时，很多人只看到利润可能下滑，却没看懂它正从“供应商”变成“服务商”。估值模型，该更新了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555510581110120","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554439473611328,"gmtCreate":1776395766518,"gmtModify":1776395768489,"author":{"id":"4150786657113770","authorId":"4150786657113770","name":"甲辰龙","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786657113770","idStr":"4150786657113770"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>昨天盘后是10.40，今天再这么说，10.45要到吧，慢慢爬坡吧","listText":"<a 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