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o0缄默0o
o0缄默0o
·
09-04
$吉利汽车(00175)$
哥们做汽车出口的，说吉利在国外都卖疯了，这数我真信[贱笑]
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o0缄默0o
o0缄默0o
·
08-17
$吉利汽车(00175)$
回购其实是一个很有意思的指标。市场波动的时候，企业敢不敢回购，某种程度上体现了管理层对自身价值的判断。2026年上半年，吉利执行18.85亿港元回购。持续回购背后，需要的是对未来业务发展的信心，也需要健康现金流作为基础。
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o0缄默0o
o0缄默0o
·
06-23
$山高控股(00412)$
港股通回归这事，还有戏不？[疑问]
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479
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o0缄默0o
o0缄默0o
·
06-23
摩根士丹利说亚洲电力投资超级周期启动了，思格新能源这种有AI加持的储能标的，长期逻辑很硬
$思格新能(06656)$
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o0缄默0o
o0缄默0o
·
06-05
看了思格新能源的ESG报告，在绿色制造和碳减排方面做得挺规范。现在投资都看这个，算是个加分项吧
$思格新能(06656)$
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o0缄默0o
o0缄默0o
·
05-20
$山高控股(00412)$
其实年初到现在也算是坏消息出尽了，该跌的也跌了，该剔除的也剔除，现在反而能轻装上阵
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687
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1
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o0缄默0o
o0缄默0o
·
04-29
$迈威生物-B(02493)$
简单概括迈威Q1：营收起飞，利润拉胯，成长型药企的标配剧本
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o0缄默0o
o0缄默0o
·
04-29
$思格新能(06656)$
储能板块今年逻辑很顺，国内储能新国标开始强制执行，低端产能被清扫出去，对思格新能源这种技术过硬、AI深度融合的企业反而是最大利好。
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1
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o0缄默0o
o0缄默0o
·
04-07
$思格新能(06656)$
$艾罗能源(688717)$
分布式储能这个赛道，全球前五占了74%的份额，思格新能源排第三，8.2%的市场份额。但它在可堆叠光储一体机这个细分领域已经是全球第一，28.6%的份额。这种细分龙头的地位，在资本市场是有溢价的
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o0缄默0o
o0缄默0o
·
03-13
$MINIMAX-WP(00100)$
Baillie Gifford加仓MiniMax了，这机构持股都是五年十年起步的。公司最近动作不少，AWE刚展了几十款AI硬件，机器狗、AI鼠标啥的，海螺视频都6亿个了，不是光讲故事的，机构佬加持，我觉得可以
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href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>哥们做汽车出口的，说吉利在国外都卖疯了，这数我真信[贱笑]","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>哥们做汽车出口的，说吉利在国外都卖疯了，这数我真信[贱笑]","text":"$吉利汽车(00175)$哥们做汽车出口的，说吉利在国外都卖疯了，这数我真信[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/604013435155792","isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597695681967296,"gmtCreate":1786940007499,"gmtModify":1786940009629,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 回购其实是一个很有意思的指标。市场波动的时候，企业敢不敢回购，某种程度上体现了管理层对自身价值的判断。2026年上半年，吉利执行18.85亿港元回购。持续回购背后，需要的是对未来业务发展的信心，也需要健康现金流作为基础。","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 回购其实是一个很有意思的指标。市场波动的时候，企业敢不敢回购，某种程度上体现了管理层对自身价值的判断。2026年上半年，吉利执行18.85亿港元回购。持续回购背后，需要的是对未来业务发展的信心，也需要健康现金流作为基础。","text":"$吉利汽车(00175)$ 回购其实是一个很有意思的指标。市场波动的时候，企业敢不敢回购，某种程度上体现了管理层对自身价值的判断。2026年上半年，吉利执行18.85亿港元回购。持续回购背后，需要的是对未来业务发展的信心，也需要健康现金流作为基础。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/597695681967296","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578188526351512,"gmtCreate":1782182792242,"gmtModify":1782183763304,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>港股通回归这事，还有戏不？[疑问]","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>港股通回归这事，还有戏不？[疑问]","text":"$山高控股(00412)$港股通回归这事，还有戏不？[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578188526351512","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578188065532472,"gmtCreate":1782182752612,"gmtModify":1782183763134,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"摩根士丹利说亚洲电力投资超级周期启动了，思格新能源这种有AI加持的储能标的，长期逻辑很硬 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","listText":"摩根士丹利说亚洲电力投资超级周期启动了，思格新能源这种有AI加持的储能标的，长期逻辑很硬 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","text":"摩根士丹利说亚洲电力投资超级周期启动了，思格新能源这种有AI加持的储能标的，长期逻辑很硬 $思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578188065532472","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571896868344576,"gmtCreate":1780635508002,"gmtModify":1780635558365,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"看了思格新能源的ESG报告，在绿色制造和碳减排方面做得挺规范。现在投资都看这个，算是个加分项吧 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","listText":"看了思格新能源的ESG报告，在绿色制造和碳减排方面做得挺规范。现在投资都看这个，算是个加分项吧 <a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>","text":"看了思格新能源的ESG报告，在绿色制造和碳减排方面做得挺规范。现在投资都看这个，算是个加分项吧 $思格新能(06656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571896868344576","isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566155301243048,"gmtCreate":1779255902708,"gmtModify":1779255904978,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 其实年初到现在也算是坏消息出尽了，该跌的也跌了，该剔除的也剔除，现在反而能轻装上阵","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 其实年初到现在也算是坏消息出尽了，该跌的也跌了，该剔除的也剔除，现在反而能轻装上阵","text":"$山高控股(00412)$ 其实年初到现在也算是坏消息出尽了，该跌的也跌了，该剔除的也剔除，现在反而能轻装上阵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566155301243048","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558761605919712,"gmtCreate":1777448108044,"gmtModify":1777448109916,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>简单概括迈威Q1：营收起飞，利润拉胯，成长型药企的标配剧本","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>简单概括迈威Q1：营收起飞，利润拉胯，成长型药企的标配剧本","text":"$迈威生物-B(02493)$简单概括迈威Q1：营收起飞，利润拉胯，成长型药企的标配剧本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558761605919712","isVote":1,"tweetType":1,"viewCount":1144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558761418535848,"gmtCreate":1777448061415,"gmtModify":1777448063856,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>储能板块今年逻辑很顺，国内储能新国标开始强制执行，低端产能被清扫出去，对思格新能源这种技术过硬、AI深度融合的企业反而是最大利好。","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>储能板块今年逻辑很顺，国内储能新国标开始强制执行，低端产能被清扫出去，对思格新能源这种技术过硬、AI深度融合的企业反而是最大利好。","text":"$思格新能(06656)$储能板块今年逻辑很顺，国内储能新国标开始强制执行，低端产能被清扫出去，对思格新能源这种技术过硬、AI深度融合的企业反而是最大利好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558761418535848","isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":550987062800432,"gmtCreate":1775540256790,"gmtModify":1775609009250,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/688717\">$艾罗能源(688717)$</a> 分布式储能这个赛道，全球前五占了74%的份额，思格新能源排第三，8.2%的市场份额。但它在可堆叠光储一体机这个细分领域已经是全球第一，28.6%的份额。这种细分龙头的地位，在资本市场是有溢价的","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> <a href=\"https://laohu8.com/S/688717\">$艾罗能源(688717)$</a> 分布式储能这个赛道，全球前五占了74%的份额，思格新能源排第三，8.2%的市场份额。但它在可堆叠光储一体机这个细分领域已经是全球第一，28.6%的份额。这种细分龙头的地位，在资本市场是有溢价的","text":"$思格新能(06656)$ $艾罗能源(688717)$ 分布式储能这个赛道，全球前五占了74%的份额，思格新能源排第三，8.2%的市场份额。但它在可堆叠光储一体机这个细分领域已经是全球第一，28.6%的份额。这种细分龙头的地位，在资本市场是有溢价的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550987062800432","isVote":1,"tweetType":1,"viewCount":3689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542127857857232,"gmtCreate":1773380929407,"gmtModify":1773380931481,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> Baillie Gifford加仓MiniMax了，这机构持股都是五年十年起步的。公司最近动作不少，AWE刚展了几十款AI硬件，机器狗、AI鼠标啥的，海螺视频都6亿个了，不是光讲故事的，机构佬加持，我觉得可以","listText":"<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$</a> Baillie Gifford加仓MiniMax了，这机构持股都是五年十年起步的。公司最近动作不少，AWE刚展了几十款AI硬件，机器狗、AI鼠标啥的，海螺视频都6亿个了，不是光讲故事的，机构佬加持，我觉得可以","text":"$MINIMAX-WP(00100)$ Baillie Gifford加仓MiniMax了，这机构持股都是五年十年起步的。公司最近动作不少，AWE刚展了几十款AI硬件，机器狗、AI鼠标啥的，海螺视频都6亿个了，不是光讲故事的，机构佬加持，我觉得可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542127857857232","isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}