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亲善的存钱小洪水
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亲善的存钱小洪水
亲善的存钱小洪水
·
04-03
$思格新能(06656)$
$固德威(688390)$
储能行业现在有个趋势，从规模竞争转向系统能力竞争。思格新能源的 AI 赋能制造、全场景方案、全球化交付，刚好符合这个趋势。它的综合竞争力，比很多只拼单一参数的玩家强太多。
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650
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亲善的存钱小洪水
亲善的存钱小洪水
·
03-27
$山高控股(00412)$
山高控股这波调整基本到位了，利空消化得差不多，接下来就看资金回[龇牙]
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367
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1
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亲善的存钱小洪水
亲善的存钱小洪水
·
03-12
$禾赛(HSAI)$
$禾赛-W(02525)$
最近大盘情绪不太好，禾赛这种成长股受影响比较大，不过L3落地是确定性事件，跌多了就补点仓位
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741
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1
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亲善的存钱小洪水
亲善的存钱小洪水
·
02-09
新股上市后，因市场波动经历深度回调，之后走成长牛的案例比比皆是
$卓正医疗(02677)$
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1,483
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2
编组 21备份 2
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亲善的存钱小洪水
亲善的存钱小洪水
·
01-30
$卓正医疗(02677)$
保荐人战绩不错，基石也有腾讯等，挺豪华的
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1,047
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1
编组 21备份 2
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亲善的存钱小洪水
亲善的存钱小洪水
·
01-30
$极智嘉-W(02590)$
还有不到一周时间，今天趁着大盘不行，跟着回调，但是盘面吸筹动作太明显了
看
958
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1
编组 21备份 2
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亲善的存钱小洪水
亲善的存钱小洪水
·
01-30
$赛力斯(09927)$
销量是硬道理，这势头，机构预测今年净利90亿+，我选择继续格局
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914
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亲善的存钱小洪水
亲善的存钱小洪水
·
01-30
$MINIMAX-WP(00100)$
MINIMAX 现在是个人用户和企业服务双轮驱动，C 端有各类智能应用，B 端能输出 AI 定制化解决方案，业务布局很均衡，不会单靠一个板块吃饭，抗风险能力比单赛道 AI 企业强
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959
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1
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亲善的存钱小洪水
亲善的存钱小洪水
·
01-19
$金嗓子(06896)$
医药股最近整体承压，但金嗓子这种细分龙头还是有护城河的。咽喉类第一品牌，大健康布局也不错，股价回调到这个位置，感觉风险释放得差不多了，可以考虑加点仓。
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764
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1
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亲善的存钱小洪水
亲善的存钱小洪水
·
01-08
$鸿博股份(002229)$
$MINIMAX-WP(00100)$
据灼识咨询，2024 年 MiniMax 以 3052 万美元收入跻身全球大模型技术公司前十，在 Pureplay（主营业务聚焦大模型）赛道中排名第四，是中国初创企业中唯一入围前十的公司，行业地位获权威认可。
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赋能制造、全场景方案、全球化交付，刚好符合这个趋势。它的综合竞争力，比很多只拼单一参数的玩家强太多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549584111687640","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547091544830464,"gmtCreate":1774590752677,"gmtModify":1774590754554,"author":{"id":"4209806788629030","authorId":"4209806788629030","name":"亲善的存钱小洪水","avatar":"https://static.tigerbbs.com/369aa15c6ffca0a5184920623fe90224","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806788629030","idStr":"4209806788629030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 山高控股这波调整基本到位了，利空消化得差不多，接下来就看资金回[龇牙]","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 山高控股这波调整基本到位了，利空消化得差不多，接下来就看资金回[龇牙]","text":"$山高控股(00412)$ 山高控股这波调整基本到位了，利空消化得差不多，接下来就看资金回[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547091544830464","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541983108845912,"gmtCreate":1773316097517,"gmtModify":1773316099965,"author":{"id":"4209806788629030","authorId":"4209806788629030","name":"亲善的存钱小洪水","avatar":"https://static.tigerbbs.com/369aa15c6ffca0a5184920623fe90224","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806788629030","idStr":"4209806788629030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 最近大盘情绪不太好，禾赛这种成长股受影响比较大，不过L3落地是确定性事件，跌多了就补点仓位","listText":"<a href=\"https://laohu8.com/S/HSAI\">$禾赛(HSAI)$</a> <a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a> 最近大盘情绪不太好，禾赛这种成长股受影响比较大，不过L3落地是确定性事件，跌多了就补点仓位","text":"$禾赛(HSAI)$ $禾赛-W(02525)$ 最近大盘情绪不太好，禾赛这种成长股受影响比较大，不过L3落地是确定性事件，跌多了就补点仓位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541983108845912","isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530828991214416,"gmtCreate":1770617894878,"gmtModify":1770617906743,"author":{"id":"4209806788629030","authorId":"4209806788629030","name":"亲善的存钱小洪水","avatar":"https://static.tigerbbs.com/369aa15c6ffca0a5184920623fe90224","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806788629030","idStr":"4209806788629030"},"themes":[],"title":"","htmlText":"新股上市后，因市场波动经历深度回调，之后走成长牛的案例比比皆是 <a href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a>","listText":"新股上市后，因市场波动经历深度回调，之后走成长牛的案例比比皆是 <a href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a>","text":"新股上市后，因市场波动经历深度回调，之后走成长牛的案例比比皆是 $卓正医疗(02677)$","images":[{"img":"https://static.tigerbbs.com/37da602910bd244f54b0044323e0d083","width":"726","height":"395"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/530828991214416","isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4232682622898030","authorId":"4232682622898030","name":"金牌炒家投资记","avatar":"https://static.tigerbbs.com/85693f1cc111a43906e0da849fdbd68b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4232682622898030","idStr":"4232682622898030"},"content":"我认知里的卓正，是一个用互联网思维和极致服务重塑医疗体验的公司$卓正医疗(02677)$","text":"我认知里的卓正，是一个用互联网思维和极致服务重塑医疗体验的公司$卓正医疗(02677)$","html":"我认知里的卓正，是一个用互联网思维和极致服务重塑医疗体验的公司$卓正医疗(02677)$"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":527306959615384,"gmtCreate":1769745199304,"gmtModify":1769745221256,"author":{"id":"4209806788629030","authorId":"4209806788629030","name":"亲善的存钱小洪水","avatar":"https://static.tigerbbs.com/369aa15c6ffca0a5184920623fe90224","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806788629030","idStr":"4209806788629030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a>保荐人战绩不错，基石也有腾讯等，挺豪华的","listText":"<a href=\"https://laohu8.com/S/02677\">$卓正医疗(02677)$</a>保荐人战绩不错，基石也有腾讯等，挺豪华的","text":"$卓正医疗(02677)$保荐人战绩不错，基石也有腾讯等，挺豪华的","images":[{"img":"https://static.tigerbbs.com/e31de79fb6030cd207efff4f4e2f34e4","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527306959615384","isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":527167953166672,"gmtCreate":1769745118481,"gmtModify":1769745120365,"author":{"id":"4209806788629030","authorId":"4209806788629030","name":"亲善的存钱小洪水","avatar":"https://static.tigerbbs.com/369aa15c6ffca0a5184920623fe90224","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806788629030","idStr":"4209806788629030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 还有不到一周时间，今天趁着大盘不行，跟着回调，但是盘面吸筹动作太明显了","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 还有不到一周时间，今天趁着大盘不行，跟着回调，但是盘面吸筹动作太明显了","text":"$极智嘉-W(02590)$ 还有不到一周时间，今天趁着大盘不行，跟着回调，但是盘面吸筹动作太明显了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527167953166672","isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527300888311304,"gmtCreate":1769743774194,"gmtModify":1769743776431,"author":{"id":"4209806788629030","authorId":"4209806788629030","name":"亲善的存钱小洪水","avatar":"https://static.tigerbbs.com/369aa15c6ffca0a5184920623fe90224","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806788629030","idStr":"4209806788629030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>销量是硬道理，这势头，机构预测今年净利90亿+，我选择继续格局","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a>销量是硬道理，这势头，机构预测今年净利90亿+，我选择继续格局","text":"$赛力斯(09927)$销量是硬道理，这势头，机构预测今年净利90亿+，我选择继续格局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527300888311304","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527298868536616,"gmtCreate":1769743216804,"gmtModify":1769743219947,"author":{"id":"4209806788629030","authorId":"4209806788629030","name":"亲善的存钱小洪水","avatar":"https://static.tigerbbs.com/369aa15c6ffca0a5184920623fe90224","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806788629030","idStr":"4209806788629030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> MINIMAX 现在是个人用户和企业服务双轮驱动，C 端有各类智能应用，B 端能输出 AI 定制化解决方案，业务布局很均衡，不会单靠一个板块吃饭，抗风险能力比单赛道 AI 企业强","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> MINIMAX 现在是个人用户和企业服务双轮驱动，C 端有各类智能应用，B 端能输出 AI 定制化解决方案，业务布局很均衡，不会单靠一个板块吃饭，抗风险能力比单赛道 AI 企业强","text":"$MINIMAX-WP(00100)$ MINIMAX 现在是个人用户和企业服务双轮驱动，C 端有各类智能应用，B 端能输出 AI 定制化解决方案，业务布局很均衡，不会单靠一个板块吃饭，抗风险能力比单赛道 AI 企业强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527298868536616","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523397262279280,"gmtCreate":1768805942634,"gmtModify":1768805946178,"author":{"id":"4209806788629030","authorId":"4209806788629030","name":"亲善的存钱小洪水","avatar":"https://static.tigerbbs.com/369aa15c6ffca0a5184920623fe90224","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806788629030","idStr":"4209806788629030"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 医药股最近整体承压，但金嗓子这种细分龙头还是有护城河的。咽喉类第一品牌，大健康布局也不错，股价回调到这个位置，感觉风险释放得差不多了，可以考虑加点仓。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 医药股最近整体承压，但金嗓子这种细分龙头还是有护城河的。咽喉类第一品牌，大健康布局也不错，股价回调到这个位置，感觉风险释放得差不多了，可以考虑加点仓。","text":"$金嗓子(06896)$ 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