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可口不乐
可口不乐
·
09-04
$范式智能(06682)$
拉长时间看，相比52周最高70港元，现在30多的价格依然处于低位。
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350
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可口不乐
可口不乐
·
09-03
$汇量科技(01860)$
早盘跌得最快的时候量最大，后面基本就是缩量阴跌。
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455
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可口不乐
可口不乐
·
09-01
$美图公司(01357)$
港股流动性偏弱，反弹能不能持续下去，最终还得看成交量配不配合。
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314
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可口不乐
可口不乐
·
08-31
$范式智能(06682)$
今天量比高达4.03，成交量120万股。下跌过程中明显放量，结合委比-53.55%的大幅抛压，说明资金在加速出逃，恐慌盘开始涌出。
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631
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编组 21备份 2
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可口不乐
可口不乐
·
08-28
$商汤-W(00020)$
距离52周高点2.94腰斩还多，现在还在筑底阶段。没有业绩支撑的反弹都是耍流氓，看看后续财报能不能迎来拐点吧
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551
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编组 21备份 2
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可口不乐
可口不乐
·
08-25
$美图公司(01357)$
南向资金也在高位兑现，恒生科技逼近套牢密集区抛压很重
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488
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编组 21备份 2
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可口不乐
可口不乐
·
08-25
$阿里巴巴-W(09988)$
听说“大空头”Burry都清仓阿里转投京东了，说股价得再跌一半才考虑买。不过阿里高管蔡崇信和CEO昨天盘后合计增持了约1.2亿港元护盘，今天算是暂时止跌了。但市盈率(TTM)还有25.86，市净率1.82，这估值重构期还得磨。
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可口不乐
可口不乐
·
08-21
$美图公司(01357)$
港股 AI 板块分化特别厉害，资金扎堆算力、底层大模型，AI 应用层反而在被资金减持。美图属于影像垂类 AI 应用，7 月底借着业绩预告爆炒一波之后，板块风口就挪走了。就算公司自身数据不错，大板块情绪不给力，个股也很难独立走强。现在就等中报，如果商业化数据足够硬，才有机会重新吸引资金回流。
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610
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可口不乐
可口不乐
·
08-21
$汇量科技(01860)$
短期有南向资金护着，又有业绩会预期，但技术面太弱。普通人还是管住手，等中期业绩出来再看要不要上车吧。
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612
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可口不乐
可口不乐
·
08-11
$美图公司(01357)$
说实话，美图现在的逻辑挺简单的，就是等业绩兑现，AI生产力那块数据虽然好看，但市场就是不买单，非要看到真金白银的利润才行
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href=\"https://laohu8.com/S/01860\">$汇量科技(01860)$</a>早盘跌得最快的时候量最大，后面基本就是缩量阴跌。","listText":"<a href=\"https://laohu8.com/S/01860\">$汇量科技(01860)$</a>早盘跌得最快的时候量最大，后面基本就是缩量阴跌。","text":"$汇量科技(01860)$早盘跌得最快的时候量最大，后面基本就是缩量阴跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603690738057256","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603013240775000,"gmtCreate":1788249673409,"gmtModify":1788249675299,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177483779057910","idStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>港股流动性偏弱，反弹能不能持续下去，最终还得看成交量配不配合。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>港股流动性偏弱，反弹能不能持续下去，最终还得看成交量配不配合。","text":"$美图公司(01357)$港股流动性偏弱，反弹能不能持续下去，最终还得看成交量配不配合。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603013240775000","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602540089189248,"gmtCreate":1788141500391,"gmtModify":1788141502529,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177483779057910","idStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06682\">$范式智能(06682)$</a>今天量比高达4.03，成交量120万股。下跌过程中明显放量，结合委比-53.55%的大幅抛压，说明资金在加速出逃，恐慌盘开始涌出。","listText":"<a 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href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>距离52周高点2.94腰斩还多，现在还在筑底阶段。没有业绩支撑的反弹都是耍流氓，看看后续财报能不能迎来拐点吧","listText":"<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a>距离52周高点2.94腰斩还多，现在还在筑底阶段。没有业绩支撑的反弹都是耍流氓，看看后续财报能不能迎来拐点吧","text":"$商汤-W(00020)$距离52周高点2.94腰斩还多，现在还在筑底阶段。没有业绩支撑的反弹都是耍流氓，看看后续财报能不能迎来拐点吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601484404487160","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600470844257256,"gmtCreate":1787625156605,"gmtModify":1787625158730,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177483779057910","idStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>南向资金也在高位兑现，恒生科技逼近套牢密集区抛压很重","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>南向资金也在高位兑现，恒生科技逼近套牢密集区抛压很重","text":"$美图公司(01357)$南向资金也在高位兑现，恒生科技逼近套牢密集区抛压很重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600470844257256","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600454261085552,"gmtCreate":1787621153360,"gmtModify":1787621671801,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177483779057910","idStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>听说“大空头”Burry都清仓阿里转投京东了，说股价得再跌一半才考虑买。不过阿里高管蔡崇信和CEO昨天盘后合计增持了约1.2亿港元护盘，今天算是暂时止跌了。但市盈率(TTM)还有25.86，市净率1.82，这估值重构期还得磨。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a>听说“大空头”Burry都清仓阿里转投京东了，说股价得再跌一半才考虑买。不过阿里高管蔡崇信和CEO昨天盘后合计增持了约1.2亿港元护盘，今天算是暂时止跌了。但市盈率(TTM)还有25.86，市净率1.82，这估值重构期还得磨。","text":"$阿里巴巴-W(09988)$听说“大空头”Burry都清仓阿里转投京东了，说股价得再跌一半才考虑买。不过阿里高管蔡崇信和CEO昨天盘后合计增持了约1.2亿港元护盘，今天算是暂时止跌了。但市盈率(TTM)还有25.86，市净率1.82，这估值重构期还得磨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600454261085552","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4250064387232470","authorId":"4250064387232470","name":"价投大师兄","avatar":"https://static.tigerbbs.com/74520bbacafff777e6fdc4af46ab0626","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4250064387232470","idStr":"4250064387232470"},"content":"burry去年开始就做空英伟达了","text":"burry去年开始就做空英伟达了","html":"burry去年开始就做空英伟达了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599146720085216,"gmtCreate":1787301918388,"gmtModify":1787301920937,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177483779057910","idStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>港股 AI 板块分化特别厉害，资金扎堆算力、底层大模型，AI 应用层反而在被资金减持。美图属于影像垂类 AI 应用，7 月底借着业绩预告爆炒一波之后，板块风口就挪走了。就算公司自身数据不错，大板块情绪不给力，个股也很难独立走强。现在就等中报，如果商业化数据足够硬，才有机会重新吸引资金回流。","listText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>港股 AI 板块分化特别厉害，资金扎堆算力、底层大模型，AI 应用层反而在被资金减持。美图属于影像垂类 AI 应用，7 月底借着业绩预告爆炒一波之后，板块风口就挪走了。就算公司自身数据不错，大板块情绪不给力，个股也很难独立走强。现在就等中报，如果商业化数据足够硬，才有机会重新吸引资金回流。","text":"$美图公司(01357)$港股 AI 板块分化特别厉害，资金扎堆算力、底层大模型，AI 应用层反而在被资金减持。美图属于影像垂类 AI 应用，7 月底借着业绩预告爆炒一波之后，板块风口就挪走了。就算公司自身数据不错，大板块情绪不给力，个股也很难独立走强。现在就等中报，如果商业化数据足够硬，才有机会重新吸引资金回流。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599146720085216","isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599051099992952,"gmtCreate":1787278534683,"gmtModify":1787278536829,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177483779057910","idStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01860\">$汇量科技(01860)$</a>短期有南向资金护着，又有业绩会预期，但技术面太弱。普通人还是管住手，等中期业绩出来再看要不要上车吧。","listText":"<a href=\"https://laohu8.com/S/01860\">$汇量科技(01860)$</a>短期有南向资金护着，又有业绩会预期，但技术面太弱。普通人还是管住手，等中期业绩出来再看要不要上车吧。","text":"$汇量科技(01860)$短期有南向资金护着，又有业绩会预期，但技术面太弱。普通人还是管住手，等中期业绩出来再看要不要上车吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599051099992952","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595635215189256,"gmtCreate":1786436976307,"gmtModify":1786436978407,"author":{"id":"4177483779057910","authorId":"4177483779057910","name":"可口不乐","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177483779057910","idStr":"4177483779057910"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a>说实话，美图现在的逻辑挺简单的，就是等业绩兑现，AI生产力那块数据虽然好看，但市场就是不买单，非要看到真金白银的利润才行","listText":"<a 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