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准备起飞啊卡卡卡
准备起飞啊卡卡卡
·
11-02 13:42
$新火集团(01611)$
近期没有利空公告，运营数据持续向好，现在位置性价比不错，耐心等RWA业务持续兑现。
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75
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准备起飞啊卡卡卡
准备起飞啊卡卡卡
·
10-30
$小马智行(PONY)$
安全冗余不是简单堆两套硬件，是从感知、算力、底盘到软件全链路的容错设计。
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144
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准备起飞啊卡卡卡
准备起飞啊卡卡卡
·
10-30
$归创通桥(02190)$
盘中最低18.50，最后收在18.64，尾盘多少还是拉回来一点，弱势里不算完全没人接
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180
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准备起飞啊卡卡卡
准备起飞啊卡卡卡
·
10-30
$霸王茶姬(CHA)$
1.5亿美元回购还在执行中，管理层之前也说过股价被低估。回购不一定能让股价马上涨，但至少说明手里有现金、也愿意在低位做事。
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339
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编组 21备份 2
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准备起飞啊卡卡卡
准备起飞啊卡卡卡
·
10-28
$小马智行(PONY)$
不同国家、地区对于远程协助的监管规则差异很大。哈萨克斯坦试点，也是在验证这套远程支撑体系如何适配当地法规，积累跨境运营的合规经验。
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441
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编组 21备份 2
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准备起飞啊卡卡卡
准备起飞啊卡卡卡
·
10-28
$霸王茶姬(CHA)$
折扣在收窄，管理层说补贴比之前理性了。短期可能压杯量，但单杯收入和利润会好看一点。我倒是觉得这是好事，靠补贴撑起来的同店没意义，收窄之后还能稳住才叫真需求。
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583
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编组 21备份 2
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准备起飞啊卡卡卡
准备起飞啊卡卡卡
·
10-27
$小马智行(PONY)$
这次哈萨克斯坦合作是三季度末期才官宣，不会贡献三季度财报收入吧，更多是预期层面的加分项。三季报没法体现出海收益，但可以看公司对年底3500台车队目标的指引更新。
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430
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编组 21备份 2
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准备起飞啊卡卡卡
准备起飞啊卡卡卡
·
10-27
$新火集团(01611)$
手握港、日相关牌照是看点
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255
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编组 21备份 2
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准备起飞啊卡卡卡
准备起飞啊卡卡卡
·
10-26
$小马智行(PONY)$
区别于简单卖硬件授权，小马这套共建生态的出海方式，把运营方法论一起带出去。年底目标全球车队冲3500辆、覆盖20城以上，中亚这一站就是重要增量。
看
477
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准备起飞啊卡卡卡
准备起飞啊卡卡卡
·
10-26
$小马智行(PONY)$
这次出海是小马共建车队模式的延续，输出的不只是车和算法，还有国内打磨出来的整套商业化运营经验。同时也契合中哈数字经济、智慧交通的合作方向，属于一带一路框架下的产业落地。
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398
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href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>折扣在收窄，管理层说补贴比之前理性了。短期可能压杯量，但单杯收入和利润会好看一点。我倒是觉得这是好事，靠补贴撑起来的同店没意义，收窄之后还能稳住才叫真需求。","text":"$霸王茶姬(CHA)$折扣在收窄，管理层说补贴比之前理性了。短期可能压杯量，但单杯收入和利润会好看一点。我倒是觉得这是好事，靠补贴撑起来的同店没意义，收窄之后还能稳住才叫真需求。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623110162277056","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622877538739048,"gmtCreate":1793109207143,"gmtModify":1793109209480,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>这次哈萨克斯坦合作是三季度末期才官宣，不会贡献三季度财报收入吧，更多是预期层面的加分项。三季报没法体现出海收益，但可以看公司对年底3500台车队目标的指引更新。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>这次哈萨克斯坦合作是三季度末期才官宣，不会贡献三季度财报收入吧，更多是预期层面的加分项。三季报没法体现出海收益，但可以看公司对年底3500台车队目标的指引更新。","text":"$小马智行(PONY)$这次哈萨克斯坦合作是三季度末期才官宣，不会贡献三季度财报收入吧，更多是预期层面的加分项。三季报没法体现出海收益，但可以看公司对年底3500台车队目标的指引更新。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622877538739048","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622754884646064,"gmtCreate":1793079311522,"gmtModify":1793079539758,"author":{"id":"4194755725799160","authorId":"4194755725799160","name":"准备起飞啊卡卡卡","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194755725799160","authorIdStr":"4194755725799160"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01611\">$新火集团(01611)$</a>手握港、日相关牌照是看点","listText":"<a 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