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天地一指万物一马
天地一指万物一马
·
07-10
$MOMENTA-W(06880)$
世界模型量产落地只是开始，技术底子这么扎实的公司，一旦彻底爆发，涨幅绝对能超出所有人预期。
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编组 21备份 2
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天地一指万物一马
天地一指万物一马
·
06-22
$思格新能(06656)$
欧洲那边大力发展清洁能源，储能订单持续放量。思格新能源产品符合海外电网标准，出海这条线能持续贡献业绩[开心][666]
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天地一指万物一马
天地一指万物一马
·
06-22
$赛力斯(09927)$
可能是资金被大盘带跑了，先熬着[龇牙]
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416
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天地一指万物一马
天地一指万物一马
·
06-04
$思格新能(06656)$
看了思格新能源的智能体战略，它不只是接个API，是深度融合了头部大模型的能力，搞了四个垂直专业智能体协同工作。这技术底子，护城河一下子深了不少
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666
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1
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天地一指万物一马
天地一指万物一马
·
05-18
$迈威生物-B(02493)$
现在市场给Biotech估值很纠结。看PS吧，营收规模还小；看管线吧，又还没盈利。迈威的估值现在很大程度上押注在2821和5211这几个核心管线的成功概率上，波动大是正常的
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709
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1
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天地一指万物一马
天地一指万物一马
·
04-28
海外临床 + 授权一直在做，慢慢往全球化方向走
$迈威生物-B(02493)$
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791
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1
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天地一指万物一马
天地一指万物一马
·
04-28
$思格新能(06656)$
工信部刚提编制“十五五”新型电池发展规划。储能越往后竞争门槛越高，思格新能源SigenStor累计故障率低于千分之三，高于行业平均水平，品质壁垒已经建起来了
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1,225
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1
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天地一指万物一马
天地一指万物一马
·
04-21
$思格新能(06656)$
港股IPO最快纪录不是白拿的，这个位置上车相当于参与一个超级成长股的早期阶段，三年后回来看，现在的价格可能就是半山腰
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2,771
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1
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天地一指万物一马
天地一指万物一马
·
04-02
$车车科技(CCG)$
首次盈利的意义，在于验证了商业模式的护城河
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2,065
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1
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2
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天地一指万物一马
天地一指万物一马
·
03-26
$MINIMAX-WP(00100)$
现在市场主线还是围绕人工智能、算力、大模型展开，MiniMax 在行业里有明确的技术落地和产品优势，不是纯题材炒作，这种标的拿中线更舒服。
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href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>欧洲那边大力发展清洁能源，储能订单持续放量。思格新能源产品符合海外电网标准，出海这条线能持续贡献业绩[开心][666]","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>欧洲那边大力发展清洁能源，储能订单持续放量。思格新能源产品符合海外电网标准，出海这条线能持续贡献业绩[开心][666]","text":"$思格新能(06656)$欧洲那边大力发展清洁能源，储能订单持续放量。思格新能源产品符合海外电网标准，出海这条线能持续贡献业绩[开心][666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577834947158856","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":577834227552792,"gmtCreate":1782096388975,"gmtModify":1782096524664,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 可能是资金被大盘带跑了，先熬着[龇牙]","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 可能是资金被大盘带跑了，先熬着[龇牙]","text":"$赛力斯(09927)$ 可能是资金被大盘带跑了，先熬着[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577834227552792","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571481794758864,"gmtCreate":1780546129699,"gmtModify":1780548352270,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>看了思格新能源的智能体战略，它不只是接个API，是深度融合了头部大模型的能力，搞了四个垂直专业智能体协同工作。这技术底子，护城河一下子深了不少","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>看了思格新能源的智能体战略，它不只是接个API，是深度融合了头部大模型的能力，搞了四个垂直专业智能体协同工作。这技术底子，护城河一下子深了不少","text":"$思格新能(06656)$看了思格新能源的智能体战略，它不只是接个API，是深度融合了头部大模型的能力，搞了四个垂直专业智能体协同工作。这技术底子，护城河一下子深了不少","images":[{"img":"https://static.tigerbbs.com/d8b04a290fcb98708d6e4ea95cb44bea","width":"129","height":"133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571481794758864","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":565473432843416,"gmtCreate":1779089363955,"gmtModify":1779089366228,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 现在市场给Biotech估值很纠结。看PS吧，营收规模还小；看管线吧，又还没盈利。迈威的估值现在很大程度上押注在2821和5211这几个核心管线的成功概率上，波动大是正常的","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a> 现在市场给Biotech估值很纠结。看PS吧，营收规模还小；看管线吧，又还没盈利。迈威的估值现在很大程度上押注在2821和5211这几个核心管线的成功概率上，波动大是正常的","text":"$迈威生物-B(02493)$ 现在市场给Biotech估值很纠结。看PS吧，营收规模还小；看管线吧，又还没盈利。迈威的估值现在很大程度上押注在2821和5211这几个核心管线的成功概率上，波动大是正常的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565473432843416","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558407032108112,"gmtCreate":1777361543475,"gmtModify":1777361545555,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"海外临床 + 授权一直在做，慢慢往全球化方向走<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>","listText":"海外临床 + 授权一直在做，慢慢往全球化方向走<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>","text":"海外临床 + 授权一直在做，慢慢往全球化方向走$迈威生物-B(02493)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558407032108112","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558406829336072,"gmtCreate":1777361504272,"gmtModify":1777361506625,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>工信部刚提编制“十五五”新型电池发展规划。储能越往后竞争门槛越高，思格新能源SigenStor累计故障率低于千分之三，高于行业平均水平，品质壁垒已经建起来了","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>工信部刚提编制“十五五”新型电池发展规划。储能越往后竞争门槛越高，思格新能源SigenStor累计故障率低于千分之三，高于行业平均水平，品质壁垒已经建起来了","text":"$思格新能(06656)$工信部刚提编制“十五五”新型电池发展规划。储能越往后竞争门槛越高，思格新能源SigenStor累计故障率低于千分之三，高于行业平均水平，品质壁垒已经建起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558406829336072","isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555866968180592,"gmtCreate":1776742953663,"gmtModify":1776742955684,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>港股IPO最快纪录不是白拿的，这个位置上车相当于参与一个超级成长股的早期阶段，三年后回来看，现在的价格可能就是半山腰","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>港股IPO最快纪录不是白拿的，这个位置上车相当于参与一个超级成长股的早期阶段，三年后回来看，现在的价格可能就是半山腰","text":"$思格新能(06656)$港股IPO最快纪录不是白拿的，这个位置上车相当于参与一个超级成长股的早期阶段，三年后回来看，现在的价格可能就是半山腰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555866968180592","isVote":1,"tweetType":1,"viewCount":2771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549305378863240,"gmtCreate":1775129666527,"gmtModify":1775129668875,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$</a>首次盈利的意义，在于验证了商业模式的护城河","listText":"<a href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$</a>首次盈利的意义，在于验证了商业模式的护城河","text":"$车车科技(CCG)$首次盈利的意义，在于验证了商业模式的护城河","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/549305378863240","isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517835172465153","authorId":"3517835172465153","name":"铁血","avatar":"https://static.tigerbbs.com/ff9956e1152daca420f28427f3bee4a6","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3517835172465153","idStr":"3517835172465153"},"content":"提前抢筹。发行价十美金。现在买入，十多倍涨幅","text":"提前抢筹。发行价十美金。现在买入，十多倍涨幅","html":"提前抢筹。发行价十美金。现在买入，十多倍涨幅"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546728892523096,"gmtCreate":1774503383812,"gmtModify":1774503386034,"author":{"id":"4209806133628680","authorId":"4209806133628680","name":"天地一指万物一马","avatar":"https://static.tigerbbs.com/1585eb776143775245a31105042ae835","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806133628680","idStr":"4209806133628680"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 现在市场主线还是围绕人工智能、算力、大模型展开，MiniMax 在行业里有明确的技术落地和产品优势，不是纯题材炒作，这种标的拿中线更舒服。","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> 现在市场主线还是围绕人工智能、算力、大模型展开，MiniMax 在行业里有明确的技术落地和产品优势，不是纯题材炒作，这种标的拿中线更舒服。","text":"$MINIMAX-WP(00100)$ 现在市场主线还是围绕人工智能、算力、大模型展开，MiniMax 在行业里有明确的技术落地和产品优势，不是纯题材炒作，这种标的拿中线更舒服。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546728892523096","isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}