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股市板砖头
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股市板砖头
股市板砖头
·
04-02 22:24
$特斯拉(TSLA)$
今天要这样玩了？不友好啊
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169
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股市板砖头
股市板砖头
·
04-02 22:23
$霸王茶姬(CHA)$
今天反弹有点意外啊。霸王去年做得比较好就是主动放缓国内开店，转向练内功、做场景（像早C晚A那种），是个清醒的信号。先求质，再求量。
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500
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股市板砖头
股市板砖头
·
04-02 15:49
$霸王茶姬(CHA)$
看了下海外细节，不光是GMV涨，门店也很有特色啊。在吉隆坡开最大店，在曼谷开“最高”店，在菲律宾还搞宠物友好店。这不像纯铺货，更像是在做品牌标杆和本地化运营，思路是对的。
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1
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股市板砖头
股市板砖头
·
02-11
$复宏汉霖(02696)$
现在的盘面很清晰：大宗交易在换手，老股东在锁仓，目标直指9月港股通。现在的每一次换手都是在抬高市场的平均成本。等到南下资金的闸门一开，现在这些低折价拿货的机构，到时候都是最大的赢家
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415
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股市板砖头
股市板砖头
·
2025-09-04
$小马智行(PONY)$
最近木头姐的兄弟姐妹们在哪里啊？还是等广州全运会时间再来出新啊
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1,527
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1
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股市板砖头
股市板砖头
·
2025-09-03
$复宏汉霖(02696)$
IQVIA MIDAS™数据说，2024年度地舒单抗全球销售额约达74.62亿美元，复宏汉霖进去了，可以的
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1,222
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1
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股市板砖头
股市板砖头
·
2025-09-02
$小马智行(PONY)$
同行们靠L2+给车企打工，毛利率20%+轻松躺赢，小马却要啃L4这块硬骨头。不得不说，彭军赌的是未来——L2+迟早卷成红海，而L4一旦规模化，保守点说利润率能飙到50%以上。就看今年是否能完成千台规模化了。
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1,375
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股市板砖头
股市板砖头
·
2025-08-31
$小马智行(PONY)$
看着走势，只要保持这种缩量横盘走势，本周再有2-3个交易日，是不是可以来一个倍量阳线
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734
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1
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股市板砖头
股市板砖头
·
2025-08-26
$小马智行(PONY)$
今天要重夺15了吧，今天政策方面也有大利好，人工智能+行动意见专门提到了智能网联汽车和出行，这对小马来说正好是接得住啊
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911
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股市板砖头
股市板砖头
·
2025-08-24
$小马智行(PONY)$
看华鑫研究的报告提到了，小马智行凭借Robotaxi技术突破与规模化量产的先发优势，有几个观察点：供应链本土化、AI技术迭代与政策协同下的商业化潜力，以及硬件规模化对盈利模型的重塑效应。
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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天要这样玩了？不友好啊","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今天要这样玩了？不友好啊","text":"$特斯拉(TSLA)$今天要这样玩了？不友好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549347302958760","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549347217773312,"gmtCreate":1775139805435,"gmtModify":1775139807752,"author":{"id":"4150786853113840","authorId":"4150786853113840","name":"股市板砖头","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786853113840","idStr":"4150786853113840"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>今天反弹有点意外啊。霸王去年做得比较好就是主动放缓国内开店，转向练内功、做场景（像早C晚A那种），是个清醒的信号。先求质，再求量。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>今天反弹有点意外啊。霸王去年做得比较好就是主动放缓国内开店，转向练内功、做场景（像早C晚A那种），是个清醒的信号。先求质，再求量。","text":"$霸王茶姬(CHA)$今天反弹有点意外啊。霸王去年做得比较好就是主动放缓国内开店，转向练内功、做场景（像早C晚A那种），是个清醒的信号。先求质，再求量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/549347217773312","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549250477454288,"gmtCreate":1775116190680,"gmtModify":1775116193471,"author":{"id":"4150786853113840","authorId":"4150786853113840","name":"股市板砖头","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786853113840","idStr":"4150786853113840"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>看了下海外细节，不光是GMV涨，门店也很有特色啊。在吉隆坡开最大店，在曼谷开“最高”店，在菲律宾还搞宠物友好店。这不像纯铺货，更像是在做品牌标杆和本地化运营，思路是对的。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>看了下海外细节，不光是GMV涨，门店也很有特色啊。在吉隆坡开最大店，在曼谷开“最高”店，在菲律宾还搞宠物友好店。这不像纯铺货，更像是在做品牌标杆和本地化运营，思路是对的。","text":"$霸王茶姬(CHA)$看了下海外细节，不光是GMV涨，门店也很有特色啊。在吉隆坡开最大店，在曼谷开“最高”店，在菲律宾还搞宠物友好店。这不像纯铺货，更像是在做品牌标杆和本地化运营，思路是对的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549250477454288","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531533539275456,"gmtCreate":1770789815637,"gmtModify":1770789817819,"author":{"id":"4150786853113840","authorId":"4150786853113840","name":"股市板砖头","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786853113840","idStr":"4150786853113840"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>现在的盘面很清晰：大宗交易在换手，老股东在锁仓，目标直指9月港股通。现在的每一次换手都是在抬高市场的平均成本。等到南下资金的闸门一开，现在这些低折价拿货的机构，到时候都是最大的赢家","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>现在的盘面很清晰：大宗交易在换手，老股东在锁仓，目标直指9月港股通。现在的每一次换手都是在抬高市场的平均成本。等到南下资金的闸门一开，现在这些低折价拿货的机构，到时候都是最大的赢家","text":"$复宏汉霖(02696)$现在的盘面很清晰：大宗交易在换手，老股东在锁仓，目标直指9月港股通。现在的每一次换手都是在抬高市场的平均成本。等到南下资金的闸门一开，现在这些低折价拿货的机构，到时候都是最大的赢家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531533539275456","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475049022148760,"gmtCreate":1756996366954,"gmtModify":1756996368209,"author":{"id":"4150786853113840","authorId":"4150786853113840","name":"股市板砖头","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786853113840","idStr":"4150786853113840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>最近木头姐的兄弟姐妹们在哪里啊？还是等广州全运会时间再来出新啊","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>最近木头姐的兄弟姐妹们在哪里啊？还是等广州全运会时间再来出新啊","text":"$小马智行(PONY)$最近木头姐的兄弟姐妹们在哪里啊？还是等广州全运会时间再来出新啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/475049022148760","isVote":1,"tweetType":1,"viewCount":1527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474445217440064,"gmtCreate":1756863220134,"gmtModify":1756863221295,"author":{"id":"4150786853113840","authorId":"4150786853113840","name":"股市板砖头","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786853113840","idStr":"4150786853113840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>IQVIA MIDAS™数据说，2024年度地舒单抗全球销售额约达74.62亿美元，复宏汉霖进去了，可以的","listText":"<a href=\"https://laohu8.com/S/02696\">$复宏汉霖(02696)$</a>IQVIA MIDAS™数据说，2024年度地舒单抗全球销售额约达74.62亿美元，复宏汉霖进去了，可以的","text":"$复宏汉霖(02696)$IQVIA MIDAS™数据说，2024年度地舒单抗全球销售额约达74.62亿美元，复宏汉霖进去了，可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474445217440064","isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474284161912888,"gmtCreate":1756815768591,"gmtModify":1756815770079,"author":{"id":"4150786853113840","authorId":"4150786853113840","name":"股市板砖头","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786853113840","idStr":"4150786853113840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>同行们靠L2+给车企打工，毛利率20%+轻松躺赢，小马却要啃L4这块硬骨头。不得不说，彭军赌的是未来——L2+迟早卷成红海，而L4一旦规模化，保守点说利润率能飙到50%以上。就看今年是否能完成千台规模化了。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>同行们靠L2+给车企打工，毛利率20%+轻松躺赢，小马却要啃L4这块硬骨头。不得不说，彭军赌的是未来——L2+迟早卷成红海，而L4一旦规模化，保守点说利润率能飙到50%以上。就看今年是否能完成千台规模化了。","text":"$小马智行(PONY)$同行们靠L2+给车企打工，毛利率20%+轻松躺赢，小马却要啃L4这块硬骨头。不得不说，彭军赌的是未来——L2+迟早卷成红海，而L4一旦规模化，保守点说利润率能飙到50%以上。就看今年是否能完成千台规模化了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474284161912888","isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473382152646728,"gmtCreate":1756624286427,"gmtModify":1756624288157,"author":{"id":"4150786853113840","authorId":"4150786853113840","name":"股市板砖头","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786853113840","idStr":"4150786853113840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>看着走势，只要保持这种缩量横盘走势，本周再有2-3个交易日，是不是可以来一个倍量阳线","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>看着走势，只要保持这种缩量横盘走势，本周再有2-3个交易日，是不是可以来一个倍量阳线","text":"$小马智行(PONY)$看着走势，只要保持这种缩量横盘走势，本周再有2-3个交易日，是不是可以来一个倍量阳线","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473382152646728","isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471799022854288,"gmtCreate":1756217168569,"gmtModify":1756217169774,"author":{"id":"4150786853113840","authorId":"4150786853113840","name":"股市板砖头","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786853113840","idStr":"4150786853113840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>今天要重夺15了吧，今天政策方面也有大利好，人工智能+行动意见专门提到了智能网联汽车和出行，这对小马来说正好是接得住啊","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>今天要重夺15了吧，今天政策方面也有大利好，人工智能+行动意见专门提到了智能网联汽车和出行，这对小马来说正好是接得住啊","text":"$小马智行(PONY)$今天要重夺15了吧，今天政策方面也有大利好，人工智能+行动意见专门提到了智能网联汽车和出行，这对小马来说正好是接得住啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471799022854288","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471004391215648,"gmtCreate":1756022611750,"gmtModify":1756022613331,"author":{"id":"4150786853113840","authorId":"4150786853113840","name":"股市板砖头","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150786853113840","idStr":"4150786853113840"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>看华鑫研究的报告提到了，小马智行凭借Robotaxi技术突破与规模化量产的先发优势，有几个观察点：供应链本土化、AI技术迭代与政策协同下的商业化潜力，以及硬件规模化对盈利模型的重塑效应。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>看华鑫研究的报告提到了，小马智行凭借Robotaxi技术突破与规模化量产的先发优势，有几个观察点：供应链本土化、AI技术迭代与政策协同下的商业化潜力，以及硬件规模化对盈利模型的重塑效应。","text":"$小马智行(PONY)$看华鑫研究的报告提到了，小马智行凭借Robotaxi技术突破与规模化量产的先发优势，有几个观察点：供应链本土化、AI技术迭代与政策协同下的商业化潜力，以及硬件规模化对盈利模型的重塑效应。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471004391215648","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}