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牛车红额定
牛车红额定
·
01-30
$天际线建筑集团(SKBL)$
公司把总部迁到华盛顿特区，决心誓师？
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牛车红额定
牛车红额定
·
01-29
$天际线建筑集团(SKBL)$
SKBL的新业务关键矿产，涉及跨境资源、政府审批，都几复杂
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392
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牛车红额定
牛车红额定
·
01-29
$创辉珠宝(08537)$
现在市场交易这个降息预期。不管具体哪个月行动，只要这个大方向没变。围绕这个主题的一些板块，像黄金珠宝，就会持续有资金来做波段或者布局。
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牛车红额定
牛车红额定
·
01-28
$天际线建筑集团(SKBL)$
现在的矿产供应商叙事，比单纯的香港建筑商身份要让人更能想象了哈
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404
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牛车红额定
牛车红额定
·
01-27
$天际线建筑集团(SKBL)$
刚看到SKBL前几天搞了个资本操作，把很多权证换成了优先股。这个动作通常是为了简化股本结构，减少未来稀释，算是给后续发展铺路吧。说明管理层在认真打理公司底盘。
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牛车红额定
牛车红额定
·
01-27
$创辉珠宝(08537)$
做珠宝生意，金价波动对成本影响好大。金价好似而家咁高企，唔知公司点样控制成本同定价，呢点好关键。
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390
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牛车红额定
牛车红额定
·
01-27
$泛远国际(02516)$
笑…国家而家力撑跨境生意，退税快啲，物流顺啲，直接帮佢悭钱赚多啲。
$阿里巴巴-W(09988)$
$美团-W(03690)$
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牛车红额定
牛车红额定
·
01-26
$天际线建筑集团(SKBL)$
投资有时候就是投变化，SKBL从一家香港的建筑分包商，突然要变成服务美国市场的关键矿产供应商，还为此换了主席、搬了总部。这种根本性的战略转向，成败不好说，但至少让这只股票脱离了原来的估值框架，有了新的想象空间。
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436
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1
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牛车红额定
牛车红额定
·
01-23
$天际线建筑集团(SKBL)$
从赛道来看，SKBL身处传统的建筑行业，而且是专注于香港地区的公共土木工程。这个市场格局相对稳定，不会像科技行业那样面临颠覆性竞争，但增长天花板也比较明显，属于比较典型的区域性公用事业类股票。
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1
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牛车红额定
牛车红额定
·
01-23
$创辉珠宝(08537)$
讲开业务模式，佢除咗自己门市卖金饰，仲有做批发同回收黄金。尤其回收黄金呢部分，占生意比重愈来愈大，呢个模式几有弹性，金价波动大时可能仲有得做。
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笑…国家而家力撑跨境生意，退税快啲，物流顺啲，直接帮佢悭钱赚多啲。<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> ","listText":"<a href=\"https://laohu8.com/S/02516\">$泛远国际(02516)$ </a> 笑…国家而家力撑跨境生意，退税快啲，物流顺啲，直接帮佢悭钱赚多啲。<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> ","text":"$泛远国际(02516)$ 笑…国家而家力撑跨境生意，退税快啲，物流顺啲，直接帮佢悭钱赚多啲。$阿里巴巴-W(09988)$ $美团-W(03690)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526177982456120","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525895195984648,"gmtCreate":1769417261461,"gmtModify":1769417263770,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163753596657902","authorIdStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 投资有时候就是投变化，SKBL从一家香港的建筑分包商，突然要变成服务美国市场的关键矿产供应商，还为此换了主席、搬了总部。这种根本性的战略转向，成败不好说，但至少让这只股票脱离了原来的估值框架，有了新的想象空间。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 投资有时候就是投变化，SKBL从一家香港的建筑分包商，突然要变成服务美国市场的关键矿产供应商，还为此换了主席、搬了总部。这种根本性的战略转向，成败不好说，但至少让这只股票脱离了原来的估值框架，有了新的想象空间。","text":"$天际线建筑集团(SKBL)$ 投资有时候就是投变化，SKBL从一家香港的建筑分包商，突然要变成服务美国市场的关键矿产供应商，还为此换了主席、搬了总部。这种根本性的战略转向，成败不好说，但至少让这只股票脱离了原来的估值框架，有了新的想象空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525895195984648","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524802119278792,"gmtCreate":1769152108504,"gmtModify":1769152110920,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4163753596657902","authorIdStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 从赛道来看，SKBL身处传统的建筑行业，而且是专注于香港地区的公共土木工程。这个市场格局相对稳定，不会像科技行业那样面临颠覆性竞争，但增长天花板也比较明显，属于比较典型的区域性公用事业类股票。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 从赛道来看，SKBL身处传统的建筑行业，而且是专注于香港地区的公共土木工程。这个市场格局相对稳定，不会像科技行业那样面临颠覆性竞争，但增长天花板也比较明显，属于比较典型的区域性公用事业类股票。","text":"$天际线建筑集团(SKBL)$ 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