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牛转乾坤向朝阳
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牛转乾坤向朝阳
牛转乾坤向朝阳
·
04-21
市场现在对次新整体偏谨慎，思格新能源也跟着受影响。但反过来想，情绪低点往往也是筛选真成长的节点，能在调整中抗住的，后续弹性通常更大
$思格新能(06656)$
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牛转乾坤向朝阳
牛转乾坤向朝阳
·
04-02
$车车科技(CCG)$
最让我兴奋的是那个“天枢”AI模型，能根据驾驶行为实时定价保险，已经在大众、特斯拉、阿维塔落地了。这玩意儿才是真正的技术壁垒，传统保险公司那套静态定价没法比。AI+车险，想象空间大。
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牛转乾坤向朝阳
牛转乾坤向朝阳
·
03-26
$MINIMAX-WP(00100)$
大盘整体偏弱的时候，MiniMax 能保持相对抗跌，已经说明资金认可度不低，等市场情绪一转暖，弹性大概率会比大多数票更强。
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957
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1
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牛转乾坤向朝阳
牛转乾坤向朝阳
·
02-09
$找钢集团-W(06676)$
有人担心钢铁行业寒冬，这是典型的没看懂商业模式。找钢赚的是交易佣金和物流服务费，不是钢材差价，钢价涨跌不影响平台抽成。反而行业越震荡，中小贸易商越需要平台避险，交易量可能更大。2024年收入15.5亿，毛利4.3亿，毛利率28%，这数据在B2B平台里算优秀的，市场迟早会重新定价。
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牛转乾坤向朝阳
牛转乾坤向朝阳
·
01-30
$找钢集团-W(06676)$
深套的，现在割肉意义不大。不如把这次经历当成一堂昂贵的投资课，深入研究产业，搞清楚自己到底买了什么。赚认知，比单纯回本重要
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牛转乾坤向朝阳
牛转乾坤向朝阳
·
01-30
$HASHKEY HLDGS(03887)$
目前成交额还不算太大，股价波动可能比较敏感，谨慎观察
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654
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1
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牛转乾坤向朝阳
牛转乾坤向朝阳
·
01-19
$赛力斯(09927)$
赛力斯毛利率从几年前个位数，飙到现在近30%，这个改善幅度是根本性的，说明高端化战略真的走通了
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1,494
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1
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牛转乾坤向朝阳
牛转乾坤向朝阳
·
01-08
$智汇矿业(02546)$
我更喜欢在它“做事”（比如产能建设）的时候关注，而不是在它“讲故事”
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1,075
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牛转乾坤向朝阳
牛转乾坤向朝阳
·
01-08
$天数智芯(09903)$
暗盘交易一度飙升近50%，高见216港元，较发行价144.6港元大幅溢价。以每手100股计算，不计手续费，一手浮盈7140港元
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2,090
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牛转乾坤向朝阳
牛转乾坤向朝阳
·
2025-12-16
$金嗓子(06896)$
动一动，先转个灯上来呗？
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873
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<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","listText":"市场现在对次新整体偏谨慎，思格新能源也跟着受影响。但反过来想，情绪低点往往也是筛选真成长的节点，能在调整中抗住的，后续弹性通常更大 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","text":"市场现在对次新整体偏谨慎，思格新能源也跟着受影响。但反过来想，情绪低点往往也是筛选真成长的节点，能在调整中抗住的，后续弹性通常更大 $思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555866994866096","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549307109795072,"gmtCreate":1775130019593,"gmtModify":1775130021871,"author":{"id":"4209806217628750","authorId":"4209806217628750","name":"牛转乾坤向朝阳","avatar":"https://static.tigerbbs.com/1747cdec0ad337ceed2b687a787b426d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806217628750","idStr":"4209806217628750"},"themes":[],"title":"","htmlText":"<a 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能保持相对抗跌，已经说明资金认可度不低，等市场情绪一转暖，弹性大概率会比大多数票更强。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546728514969680","isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530785977024720,"gmtCreate":1770607390590,"gmtModify":1770607611411,"author":{"id":"4209806217628750","authorId":"4209806217628750","name":"牛转乾坤向朝阳","avatar":"https://static.tigerbbs.com/1747cdec0ad337ceed2b687a787b426d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806217628750","idStr":"4209806217628750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 有人担心钢铁行业寒冬，这是典型的没看懂商业模式。找钢赚的是交易佣金和物流服务费，不是钢材差价，钢价涨跌不影响平台抽成。反而行业越震荡，中小贸易商越需要平台避险，交易量可能更大。2024年收入15.5亿，毛利4.3亿，毛利率28%，这数据在B2B平台里算优秀的，市场迟早会重新定价。","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 有人担心钢铁行业寒冬，这是典型的没看懂商业模式。找钢赚的是交易佣金和物流服务费，不是钢材差价，钢价涨跌不影响平台抽成。反而行业越震荡，中小贸易商越需要平台避险，交易量可能更大。2024年收入15.5亿，毛利4.3亿，毛利率28%，这数据在B2B平台里算优秀的，市场迟早会重新定价。","text":"$找钢集团-W(06676)$ 有人担心钢铁行业寒冬，这是典型的没看懂商业模式。找钢赚的是交易佣金和物流服务费，不是钢材差价，钢价涨跌不影响平台抽成。反而行业越震荡，中小贸易商越需要平台避险，交易量可能更大。2024年收入15.5亿，毛利4.3亿，毛利率28%，这数据在B2B平台里算优秀的，市场迟早会重新定价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530785977024720","isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527288145408984,"gmtCreate":1769740662601,"gmtModify":1769740664803,"author":{"id":"4209806217628750","authorId":"4209806217628750","name":"牛转乾坤向朝阳","avatar":"https://static.tigerbbs.com/1747cdec0ad337ceed2b687a787b426d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806217628750","idStr":"4209806217628750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 深套的，现在割肉意义不大。不如把这次经历当成一堂昂贵的投资课，深入研究产业，搞清楚自己到底买了什么。赚认知，比单纯回本重要","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 深套的，现在割肉意义不大。不如把这次经历当成一堂昂贵的投资课，深入研究产业，搞清楚自己到底买了什么。赚认知，比单纯回本重要","text":"$找钢集团-W(06676)$ 深套的，现在割肉意义不大。不如把这次经历当成一堂昂贵的投资课，深入研究产业，搞清楚自己到底买了什么。赚认知，比单纯回本重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527288145408984","isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527283952416168,"gmtCreate":1769739583115,"gmtModify":1769739585331,"author":{"id":"4209806217628750","authorId":"4209806217628750","name":"牛转乾坤向朝阳","avatar":"https://static.tigerbbs.com/1747cdec0ad337ceed2b687a787b426d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806217628750","idStr":"4209806217628750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 目前成交额还不算太大，股价波动可能比较敏感，谨慎观察","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a> 目前成交额还不算太大，股价波动可能比较敏感，谨慎观察","text":"$HASHKEY HLDGS(03887)$ 目前成交额还不算太大，股价波动可能比较敏感，谨慎观察","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527283952416168","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523382946915416,"gmtCreate":1768802506615,"gmtModify":1768802510125,"author":{"id":"4209806217628750","authorId":"4209806217628750","name":"牛转乾坤向朝阳","avatar":"https://static.tigerbbs.com/1747cdec0ad337ceed2b687a787b426d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806217628750","idStr":"4209806217628750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 赛力斯毛利率从几年前个位数，飙到现在近30%，这个改善幅度是根本性的，说明高端化战略真的走通了","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 赛力斯毛利率从几年前个位数，飙到现在近30%，这个改善幅度是根本性的，说明高端化战略真的走通了","text":"$赛力斯(09927)$ 赛力斯毛利率从几年前个位数，飙到现在近30%，这个改善幅度是根本性的，说明高端化战略真的走通了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523382946915416","isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519671215579184,"gmtCreate":1767843344054,"gmtModify":1767843345839,"author":{"id":"4209806217628750","authorId":"4209806217628750","name":"牛转乾坤向朝阳","avatar":"https://static.tigerbbs.com/1747cdec0ad337ceed2b687a787b426d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806217628750","idStr":"4209806217628750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>我更喜欢在它“做事”（比如产能建设）的时候关注，而不是在它“讲故事”","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>我更喜欢在它“做事”（比如产能建设）的时候关注，而不是在它“讲故事”","text":"$智汇矿业(02546)$我更喜欢在它“做事”（比如产能建设）的时候关注，而不是在它“讲故事”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519671215579184","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519650926133976,"gmtCreate":1767843265175,"gmtModify":1767843267391,"author":{"id":"4209806217628750","authorId":"4209806217628750","name":"牛转乾坤向朝阳","avatar":"https://static.tigerbbs.com/1747cdec0ad337ceed2b687a787b426d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806217628750","idStr":"4209806217628750"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a>暗盘交易一度飙升近50%，高见216港元，较发行价144.6港元大幅溢价。以每手100股计算，不计手续费，一手浮盈7140港元","listText":"<a 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