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牛车红额定
牛车红额定
·
01-16 16:01
$天际线建筑集团(SKBL)$
SKBL定位为服务于美国客户的供应商，这个方向踩在了全球供应链重组和国家安全需求的点上，故事的长线逻辑是存在的。
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牛车红额定
牛车红额定
·
01-15
$天际线建筑集团(SKBL)$
SKBL市值才4000万美元出头，盘子是真的小。这种小盘股弹性大，又有转型矿产的消息，交易量比平时活跃一些也正常，就是波动可能会比较大，心脏不好的朋友要谨慎。
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牛车红额定
牛车红额定
·
01-15
$创辉珠宝(08537)$
呢排金价企得稳，对下半段贸易业务可能都有帮助。
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65
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牛车红额定
牛车红额定
·
01-14
$天际线建筑集团(SKBL)$
我看有分析说SKBL的业务几乎都来自香港的公共工程。这种模式好处是项目来源相对稳定，毕竟市政维护和升级是持续性的需求。在当前波动市里，这种有稳定基本盘的标的，反而显得有点防御性属性的意思。
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牛车红额定
牛车红额定
·
01-13
$天际线建筑集团(SKBL)$
股价最近好像有点波动。这种业务大转型的公司，股价敏感很正常。关键得看它说的那些收购和后续谈判能不能做实，还有新团队的整合能力怎么样。
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66
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1
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牛车红额定
牛车红额定
·
01-13
$创辉珠宝(08537)$
看了下去年的业绩，营业额是跌了，但亏损大幅收窄到只有28万，相比前一年算止血了。对于小公司来说，能先稳住不亏就是第一步。
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28
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1
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牛车红额定
牛车红额定
·
01-12
$天际线建筑集团(SKBL)$
回购禁令吓出一身汗？军费大礼包一来，无人机基地需求旺，公司最近在搞智能军事设施，这波反弹不是情绪修复，是实打实的业绩支撑。
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105
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1
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牛车红额定
牛车红额定
·
01-09
$天际线建筑集团(SKBL)$
私募1777万美元，其中700万用于赎回大股东股份，剩下的搞核燃料。这操作既清理了股权结构，又给新业务输血的计划确实聪明。
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151
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牛车红额定
牛车红额定
·
01-08
$天际线建筑集团(SKBL)$
机器人概念炒供应商，其实SKBL的新东家ASP lsotopes搞的高丰度低浓铀、锂—6，也是前沿科技和高端制造的基础资源。这种处于产业链上游的关键材料，如果真能做起来，壁垒可能比下游应用还高，值得长期留意其进展。
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354
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牛车红额定
牛车红额定
·
01-07
$天际线建筑集团(SKBL)$
别看SKBL主页是修路，人家用AI调度省了20%人工成本。现在港股热炒科技股，这种传统行业+数字化标的反而可能是黑马。
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SKBL市值才4000万美元出头，盘子是真的小。这种小盘股弹性大，又有转型矿产的消息，交易量比平时活跃一些也正常，就是波动可能会比较大，心脏不好的朋友要谨慎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521932365878760","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521932258026880,"gmtCreate":1768460839932,"gmtModify":1768461242210,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163753596657902","idStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a> 呢排金价企得稳，对下半段贸易业务可能都有帮助。","listText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a> 呢排金价企得稳，对下半段贸易业务可能都有帮助。","text":"$创辉珠宝(08537)$ 呢排金价企得稳，对下半段贸易业务可能都有帮助。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521932258026880","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521669333189608,"gmtCreate":1768377764990,"gmtModify":1768377768461,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163753596657902","idStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 我看有分析说SKBL的业务几乎都来自香港的公共工程。这种模式好处是项目来源相对稳定，毕竟市政维护和升级是持续性的需求。在当前波动市里，这种有稳定基本盘的标的，反而显得有点防御性属性的意思。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 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股价最近好像有点波动。这种业务大转型的公司，股价敏感很正常。关键得看它说的那些收购和后续谈判能不能做实，还有新团队的整合能力怎么样。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 股价最近好像有点波动。这种业务大转型的公司，股价敏感很正常。关键得看它说的那些收购和后续谈判能不能做实，还有新团队的整合能力怎么样。","text":"$天际线建筑集团(SKBL)$ 股价最近好像有点波动。这种业务大转型的公司，股价敏感很正常。关键得看它说的那些收购和后续谈判能不能做实，还有新团队的整合能力怎么样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521441753084608","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521435775496928,"gmtCreate":1768287473088,"gmtModify":1768287474835,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163753596657902","idStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a> 看了下去年的业绩，营业额是跌了，但亏损大幅收窄到只有28万，相比前一年算止血了。对于小公司来说，能先稳住不亏就是第一步。","listText":"<a href=\"https://laohu8.com/S/08537\">$创辉珠宝(08537)$ </a> 看了下去年的业绩，营业额是跌了，但亏损大幅收窄到只有28万，相比前一年算止血了。对于小公司来说，能先稳住不亏就是第一步。","text":"$创辉珠宝(08537)$ 看了下去年的业绩，营业额是跌了，但亏损大幅收窄到只有28万，相比前一年算止血了。对于小公司来说，能先稳住不亏就是第一步。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521435775496928","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521101288174088,"gmtCreate":1768205568120,"gmtModify":1768205570136,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163753596657902","idStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 回购禁令吓出一身汗？军费大礼包一来，无人机基地需求旺，公司最近在搞智能军事设施，这波反弹不是情绪修复，是实打实的业绩支撑。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 回购禁令吓出一身汗？军费大礼包一来，无人机基地需求旺，公司最近在搞智能军事设施，这波反弹不是情绪修复，是实打实的业绩支撑。","text":"$天际线建筑集团(SKBL)$ 回购禁令吓出一身汗？军费大礼包一来，无人机基地需求旺，公司最近在搞智能军事设施，这波反弹不是情绪修复，是实打实的业绩支撑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521101288174088","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519895797784872,"gmtCreate":1767948939328,"gmtModify":1767948941600,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163753596657902","idStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 私募1777万美元，其中700万用于赎回大股东股份，剩下的搞核燃料。这操作既清理了股权结构，又给新业务输血的计划确实聪明。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 私募1777万美元，其中700万用于赎回大股东股份，剩下的搞核燃料。这操作既清理了股权结构，又给新业务输血的计划确实聪明。","text":"$天际线建筑集团(SKBL)$ 私募1777万美元，其中700万用于赎回大股东股份，剩下的搞核燃料。这操作既清理了股权结构，又给新业务输血的计划确实聪明。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519895797784872","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519529781224816,"gmtCreate":1767859584689,"gmtModify":1767859586989,"author":{"id":"4163753596657902","authorId":"4163753596657902","name":"牛车红额定","avatar":"https://static.tigerbbs.com/c10d607c4a5e31813a74ac3bef74b30d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163753596657902","idStr":"4163753596657902"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 机器人概念炒供应商，其实SKBL的新东家ASP lsotopes搞的高丰度低浓铀、锂—6，也是前沿科技和高端制造的基础资源。这种处于产业链上游的关键材料，如果真能做起来，壁垒可能比下游应用还高，值得长期留意其进展。","listText":"<a href=\"https://laohu8.com/S/SKBL\">$天际线建筑集团(SKBL)$ </a> 机器人概念炒供应商，其实SKBL的新东家ASP lsotopes搞的高丰度低浓铀、锂—6，也是前沿科技和高端制造的基础资源。这种处于产业链上游的关键材料，如果真能做起来，壁垒可能比下游应用还高，值得长期留意其进展。","text":"$天际线建筑集团(SKBL)$ 机器人概念炒供应商，其实SKBL的新东家ASP 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