社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
安曼尼
IP属地：广东
+关注
帖子 · 7
帖子 · 7
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
安曼尼
安曼尼
·
09-02
$商汤-W(00020)$
如果只把商汤理解成一家“大模型公司”，可能会低估它这次商业模式变化的意义。公司现在强调的“三个一”——一套模型、一座Token工厂、一套智能体管控系统——其实对应的是AI商业化的三个关键环节：模型决定能力上限，Token工厂决定规模化运行的成本和效率，智能体则负责把模型能力嵌入企业和个人工作流。过去AI商业模式最大的矛盾是模型越强，算力消耗和成本可能越高；而商汤现在试图通过基础设施和模型联合优化，把单位智能成本压下来，再通过Agent把使用频率提高。这样一来，客户越多、任务越多，模型和工作流得到的反馈越多，成本和产品效率又可能继续改善。这个闭环如果能够持续成立，才是真正值得市场重估的地方。
看
458
回复
评论
点赞
1
编组 21备份 2
分享
举报
安曼尼
安曼尼
·
06-03
$智汇矿业(02546)$
3.66亿股H股全流通15号被证监会正式接纳申请，虽然短期市场担心筹码松动，但这玩意长远看能改善流动性，增加国际指数纳入概率。目前股价还在底部区域摩擦，这位置我觉得拿着比瞎折腾强。
看
1,892
回复
评论
点赞
1
编组 21备份 2
分享
举报
安曼尼
安曼尼
·
03-24
$商汤-W(00020)$
商汤这财报还是挺满意，收入破50亿，EBITDA转正，亏损收窄58%，像拐点信号。生成式AI增长51%，说明技术变现能力上来了，下半年现金流还转正，终于不用靠烧钱续命了
看
2,277
回复
1
点赞
2
编组 21备份 2
分享
举报
安曼尼
安曼尼
·
2025-10-22
$中国高速传动(00658)$
22年的时候，公司管理层就试图违规修改南京高速的章程，当时就被丰盛发现并警告后暂停了，没想到2024年，他们再次违规操作修改了章程，导致公司放弃了对最赚钱子公司南京高速的董事会控制权。更蹊跷的是，紧接着公司管理层就提起了66亿元资金的问题，将矛头指向大股东。虽然现在丰盛方面已澄清资金问题，但这一系列操作下来，感觉管理层一直在试图规避正常的监督程序，丰盛又因为拿不到中国高速传动的财务资料，中期业绩都发不出来，股票停牌，真是让人无奈。
看
3,661
回复
评论
点赞
1
编组 21备份 2
分享
举报
安曼尼
安曼尼
·
2025-07-15
$百望股份(06657)$
最近百望动作频频，短短半个月连放“大招”，从技术合作到金融场景落地，再到资本布局，步子迈得又急又猛
看
1,436
回复
评论
点赞
3
编组 21备份 2
分享
举报
安曼尼
安曼尼
·
2025-03-08
$能链智电(NAAS)$
坐稳了，朝目标价进发
看
2,436
回复
1
点赞
3
编组 21备份 2
分享
举报
安曼尼
安曼尼
·
2025-02-27
$资本策略地产(00497)$
房地产行业最看重现金流，尤其是行业承压阶段，融得到钱持续经营就已经说明问题了
看
2,810
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4174121132751030","uuid":"4174121132751030","gmtCreate":1711018000341,"gmtModify":1740649340696,"name":"安曼尼","pinyin":"amnanmanni","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/69b81f5b0e79968590d917cc49258f0c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":0,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.05","exceedPercentage":"94.00%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.05","exceedPercentage":"93.98%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":603251326087208,"gmtCreate":1788315138118,"gmtModify":1788315141224,"author":{"id":"4174121132751030","authorId":"4174121132751030","name":"安曼尼","avatar":"https://static.tigerbbs.com/69b81f5b0e79968590d917cc49258f0c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4174121132751030","authorIdStr":"4174121132751030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a> 如果只把商汤理解成一家“大模型公司”，可能会低估它这次商业模式变化的意义。公司现在强调的“三个一”——一套模型、一座Token工厂、一套智能体管控系统——其实对应的是AI商业化的三个关键环节：模型决定能力上限，Token工厂决定规模化运行的成本和效率，智能体则负责把模型能力嵌入企业和个人工作流。过去AI商业模式最大的矛盾是模型越强，算力消耗和成本可能越高；而商汤现在试图通过基础设施和模型联合优化，把单位智能成本压下来，再通过Agent把使用频率提高。这样一来，客户越多、任务越多，模型和工作流得到的反馈越多，成本和产品效率又可能继续改善。这个闭环如果能够持续成立，才是真正值得市场重估的地方。","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a> 如果只把商汤理解成一家“大模型公司”，可能会低估它这次商业模式变化的意义。公司现在强调的“三个一”——一套模型、一座Token工厂、一套智能体管控系统——其实对应的是AI商业化的三个关键环节：模型决定能力上限，Token工厂决定规模化运行的成本和效率，智能体则负责把模型能力嵌入企业和个人工作流。过去AI商业模式最大的矛盾是模型越强，算力消耗和成本可能越高；而商汤现在试图通过基础设施和模型联合优化，把单位智能成本压下来，再通过Agent把使用频率提高。这样一来，客户越多、任务越多，模型和工作流得到的反馈越多，成本和产品效率又可能继续改善。这个闭环如果能够持续成立，才是真正值得市场重估的地方。","text":"$商汤-W(00020)$ 如果只把商汤理解成一家“大模型公司”，可能会低估它这次商业模式变化的意义。公司现在强调的“三个一”——一套模型、一座Token工厂、一套智能体管控系统——其实对应的是AI商业化的三个关键环节：模型决定能力上限，Token工厂决定规模化运行的成本和效率，智能体则负责把模型能力嵌入企业和个人工作流。过去AI商业模式最大的矛盾是模型越强，算力消耗和成本可能越高；而商汤现在试图通过基础设施和模型联合优化，把单位智能成本压下来，再通过Agent把使用频率提高。这样一来，客户越多、任务越多，模型和工作流得到的反馈越多，成本和产品效率又可能继续改善。这个闭环如果能够持续成立，才是真正值得市场重估的地方。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603251326087208","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571147664664104,"gmtCreate":1780464534669,"gmtModify":1780464619233,"author":{"id":"4174121132751030","authorId":"4174121132751030","name":"安曼尼","avatar":"https://static.tigerbbs.com/69b81f5b0e79968590d917cc49258f0c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4174121132751030","authorIdStr":"4174121132751030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a> 3.66亿股H股全流通15号被证监会正式接纳申请，虽然短期市场担心筹码松动，但这玩意长远看能改善流动性，增加国际指数纳入概率。目前股价还在底部区域摩擦，这位置我觉得拿着比瞎折腾强。","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a> 3.66亿股H股全流通15号被证监会正式接纳申请，虽然短期市场担心筹码松动，但这玩意长远看能改善流动性，增加国际指数纳入概率。目前股价还在底部区域摩擦，这位置我觉得拿着比瞎折腾强。","text":"$智汇矿业(02546)$ 3.66亿股H股全流通15号被证监会正式接纳申请，虽然短期市场担心筹码松动，但这玩意长远看能改善流动性，增加国际指数纳入概率。目前股价还在底部区域摩擦，这位置我觉得拿着比瞎折腾强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571147664664104","isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546172803072800,"gmtCreate":1774352397818,"gmtModify":1774352400360,"author":{"id":"4174121132751030","authorId":"4174121132751030","name":"安曼尼","avatar":"https://static.tigerbbs.com/69b81f5b0e79968590d917cc49258f0c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4174121132751030","authorIdStr":"4174121132751030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a><v-v data-views=\"1\"></v-v> 商汤这财报还是挺满意，收入破50亿，EBITDA转正，亏损收窄58%，像拐点信号。生成式AI增长51%，说明技术变现能力上来了，下半年现金流还转正，终于不用靠烧钱续命了","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$ </a><v-v data-views=\"1\"></v-v> 商汤这财报还是挺满意，收入破50亿，EBITDA转正，亏损收窄58%，像拐点信号。生成式AI增长51%，说明技术变现能力上来了，下半年现金流还转正，终于不用靠烧钱续命了","text":"$商汤-W(00020)$ 商汤这财报还是挺满意，收入破50亿，EBITDA转正，亏损收窄58%，像拐点信号。生成式AI增长51%，说明技术变现能力上来了，下半年现金流还转正，终于不用靠烧钱续命了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546172803072800","isVote":1,"tweetType":1,"viewCount":2277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491945020183424,"gmtCreate":1761124944100,"gmtModify":1761126806051,"author":{"id":"4174121132751030","authorId":"4174121132751030","name":"安曼尼","avatar":"https://static.tigerbbs.com/69b81f5b0e79968590d917cc49258f0c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4174121132751030","authorIdStr":"4174121132751030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00658\">$中国高速传动(00658)$</a> 22年的时候，公司管理层就试图违规修改南京高速的章程，当时就被丰盛发现并警告后暂停了，没想到2024年，他们再次违规操作修改了章程，导致公司放弃了对最赚钱子公司南京高速的董事会控制权。更蹊跷的是，紧接着公司管理层就提起了66亿元资金的问题，将矛头指向大股东。虽然现在丰盛方面已澄清资金问题，但这一系列操作下来，感觉管理层一直在试图规避正常的监督程序，丰盛又因为拿不到中国高速传动的财务资料，中期业绩都发不出来，股票停牌，真是让人无奈。","listText":"<a href=\"https://laohu8.com/S/00658\">$中国高速传动(00658)$</a> 22年的时候，公司管理层就试图违规修改南京高速的章程，当时就被丰盛发现并警告后暂停了，没想到2024年，他们再次违规操作修改了章程，导致公司放弃了对最赚钱子公司南京高速的董事会控制权。更蹊跷的是，紧接着公司管理层就提起了66亿元资金的问题，将矛头指向大股东。虽然现在丰盛方面已澄清资金问题，但这一系列操作下来，感觉管理层一直在试图规避正常的监督程序，丰盛又因为拿不到中国高速传动的财务资料，中期业绩都发不出来，股票停牌，真是让人无奈。","text":"$中国高速传动(00658)$ 22年的时候，公司管理层就试图违规修改南京高速的章程，当时就被丰盛发现并警告后暂停了，没想到2024年，他们再次违规操作修改了章程，导致公司放弃了对最赚钱子公司南京高速的董事会控制权。更蹊跷的是，紧接着公司管理层就提起了66亿元资金的问题，将矛头指向大股东。虽然现在丰盛方面已澄清资金问题，但这一系列操作下来，感觉管理层一直在试图规避正常的监督程序，丰盛又因为拿不到中国高速传动的财务资料，中期业绩都发不出来，股票停牌，真是让人无奈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491945020183424","isVote":1,"tweetType":1,"viewCount":3661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456815539060848,"gmtCreate":1752564583574,"gmtModify":1752565178297,"author":{"id":"4174121132751030","authorId":"4174121132751030","name":"安曼尼","avatar":"https://static.tigerbbs.com/69b81f5b0e79968590d917cc49258f0c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4174121132751030","authorIdStr":"4174121132751030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$</a> 最近百望动作频频，短短半个月连放“大招”，从技术合作到金融场景落地，再到资本布局，步子迈得又急又猛","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$</a> 最近百望动作频频，短短半个月连放“大招”，从技术合作到金融场景落地，再到资本布局，步子迈得又急又猛","text":"$百望股份(06657)$ 最近百望动作频频，短短半个月连放“大招”，从技术合作到金融场景落地，再到资本布局，步子迈得又急又猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456815539060848","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411172029644856,"gmtCreate":1741417422632,"gmtModify":1741417484755,"author":{"id":"4174121132751030","authorId":"4174121132751030","name":"安曼尼","avatar":"https://static.tigerbbs.com/69b81f5b0e79968590d917cc49258f0c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4174121132751030","authorIdStr":"4174121132751030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a><v-v data-views=\"1\"></v-v> 坐稳了，朝目标价进发","listText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a><v-v data-views=\"1\"></v-v> 坐稳了，朝目标价进发","text":"$能链智电(NAAS)$ 坐稳了，朝目标价进发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/411172029644856","isVote":1,"tweetType":1,"viewCount":2436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4174743491670892","authorId":"4174743491670892","name":"Hachimi","avatar":"https://static.tigerbbs.com/86b905001beb677d44d3c9ecf768a1a6","crmLevel":2,"crmLevelSwitch":0,"idStr":"4174743491670892","authorIdStr":"4174743491670892"},"content":"你的目标价是0.3吗","text":"你的目标价是0.3吗","html":"你的目标价是0.3吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408071027519616,"gmtCreate":1740648241747,"gmtModify":1740648842092,"author":{"id":"4174121132751030","authorId":"4174121132751030","name":"安曼尼","avatar":"https://static.tigerbbs.com/69b81f5b0e79968590d917cc49258f0c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4174121132751030","authorIdStr":"4174121132751030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00497\">$资本策略地产(00497)$</a> 房地产行业最看重现金流，尤其是行业承压阶段，融得到钱持续经营就已经说明问题了","listText":"<a href=\"https://laohu8.com/S/00497\">$资本策略地产(00497)$</a> 房地产行业最看重现金流，尤其是行业承压阶段，融得到钱持续经营就已经说明问题了","text":"$资本策略地产(00497)$ 房地产行业最看重现金流，尤其是行业承压阶段，融得到钱持续经营就已经说明问题了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408071027519616","isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}