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上孤山望
上孤山望
·
04-07
$思格新能(06656)$
$固德威(688390)$
思格新能源这增速真够猛的，2023到2025年营收从0.58亿干到90亿，两年增长超150倍，这增速在新能源赛道里不多见
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2
编组 21备份 2
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上孤山望
上孤山望
·
03-27
$瑞声科技(02018)$
开始转好
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423
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1
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上孤山望
上孤山望
·
02-10
$山高控股(00412)$
在港股里，这种同时深度布局绿色能源和AI算力基础设施的标的，好像还真不太多。稀缺性也是一种价值
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1,114
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1
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上孤山望
上孤山望
·
01-30
$山高控股(00412)$
现在所有观点都是基于公开旧闻，在等公司新的正式公告或经营数据，有新信息才能判断拐点
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787
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1
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上孤山望
上孤山望
·
01-08
$天数智芯(09903)$
AI发展浪潮以及国产替代等估值驱动要素将持续为该公司带来投资热度，上市只是起点，目前该公司估值处于低位，对于长期投资者而言，或是上车的机会
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1,072
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上孤山望
上孤山望
·
2025-12-26
$山高控股(00412)$
休市正好复盘自己的操作，手里的山高仓位不多不少，下周计划就是不动为主，除非出现明确的放量突破或者破位信号，不然就躺着，折腾多了反而容易踏错节奏
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1,269
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1
编组 21备份 2
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上孤山望
上孤山望
·
2025-12-17
$智汇矿业(02546)$
看估值不能只看静态PE。TTM市盈率才17倍左右，在港股矿业股里真不算高，还有西藏资源的稀缺性溢价没算呢
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1,350
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2
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上孤山望
上孤山望
·
2025-12-05
$极智嘉-W(02590)$
政策（十五五规划）、业绩（订单爆满）、机构（一致看好）加上机器人行情，不应该啊，按道理该加速修复了呀
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990
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1
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上孤山望
上孤山望
·
2025-12-05
$微创医疗(00853)$
港股医疗股最近都在低位震荡，微创这次内部调整也算主动应对，等股价反应，发酵一下吧
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877
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上孤山望
上孤山望
·
2025-11-25
$德祥地产(00199)$
预期中的跳空高开，看后续
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959
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思格新能源这增速真够猛的，2023到2025年营收从0.58亿干到90亿，两年增长超150倍，这增速在新能源赛道里不多见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550995357418520","isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547146393706752,"gmtCreate":1774604142616,"gmtModify":1774604144436,"author":{"id":"4209807673629660","authorId":"4209807673629660","name":"上孤山望","avatar":"https://static.tigerbbs.com/7a013c3db528aeda5a000730b1067a27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807673629660","authorIdStr":"4209807673629660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 开始转好","listText":"<a href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 开始转好","text":"$瑞声科技(02018)$ 开始转好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547146393706752","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531183436236176,"gmtCreate":1770704346762,"gmtModify":1770704348998,"author":{"id":"4209807673629660","authorId":"4209807673629660","name":"上孤山望","avatar":"https://static.tigerbbs.com/7a013c3db528aeda5a000730b1067a27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807673629660","authorIdStr":"4209807673629660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 在港股里，这种同时深度布局绿色能源和AI算力基础设施的标的，好像还真不太多。稀缺性也是一种价值","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 在港股里，这种同时深度布局绿色能源和AI算力基础设施的标的，好像还真不太多。稀缺性也是一种价值","text":"$山高控股(00412)$ 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现在所有观点都是基于公开旧闻，在等公司新的正式公告或经营数据，有新信息才能判断拐点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527303060172984","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519712257888552,"gmtCreate":1767855568051,"gmtModify":1767855570391,"author":{"id":"4209807673629660","authorId":"4209807673629660","name":"上孤山望","avatar":"https://static.tigerbbs.com/7a013c3db528aeda5a000730b1067a27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807673629660","authorIdStr":"4209807673629660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> AI发展浪潮以及国产替代等估值驱动要素将持续为该公司带来投资热度，上市只是起点，目前该公司估值处于低位，对于长期投资者而言，或是上车的机会","listText":"<a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 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href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 休市正好复盘自己的操作，手里的山高仓位不多不少，下周计划就是不动为主，除非出现明确的放量突破或者破位信号，不然就躺着，折腾多了反而容易踏错节奏","text":"$山高控股(00412)$ 休市正好复盘自己的操作，手里的山高仓位不多不少，下周计划就是不动为主，除非出现明确的放量突破或者破位信号，不然就躺着，折腾多了反而容易踏错节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514861442658712","isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511697869656952,"gmtCreate":1765953274512,"gmtModify":1765955165677,"author":{"id":"4209807673629660","authorId":"4209807673629660","name":"上孤山望","avatar":"https://static.tigerbbs.com/7a013c3db528aeda5a000730b1067a27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807673629660","authorIdStr":"4209807673629660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>看估值不能只看静态PE。TTM市盈率才17倍左右，在港股矿业股里真不算高，还有西藏资源的稀缺性溢价没算呢","listText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>看估值不能只看静态PE。TTM市盈率才17倍左右，在港股矿业股里真不算高，还有西藏资源的稀缺性溢价没算呢","text":"$智汇矿业(02546)$看估值不能只看静态PE。TTM市盈率才17倍左右，在港股矿业股里真不算高，还有西藏资源的稀缺性溢价没算呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511697869656952","isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507395095917504,"gmtCreate":1764906431111,"gmtModify":1764906432901,"author":{"id":"4209807673629660","authorId":"4209807673629660","name":"上孤山望","avatar":"https://static.tigerbbs.com/7a013c3db528aeda5a000730b1067a27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807673629660","authorIdStr":"4209807673629660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>政策（十五五规划）、业绩（订单爆满）、机构（一致看好）加上机器人行情，不应该啊，按道理该加速修复了呀","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a>政策（十五五规划）、业绩（订单爆满）、机构（一致看好）加上机器人行情，不应该啊，按道理该加速修复了呀","text":"$极智嘉-W(02590)$政策（十五五规划）、业绩（订单爆满）、机构（一致看好）加上机器人行情，不应该啊，按道理该加速修复了呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507395095917504","isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507394966934528,"gmtCreate":1764906404791,"gmtModify":1764906406797,"author":{"id":"4209807673629660","authorId":"4209807673629660","name":"上孤山望","avatar":"https://static.tigerbbs.com/7a013c3db528aeda5a000730b1067a27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807673629660","authorIdStr":"4209807673629660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a> 港股医疗股最近都在低位震荡，微创这次内部调整也算主动应对，等股价反应，发酵一下吧","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a> 港股医疗股最近都在低位震荡，微创这次内部调整也算主动应对，等股价反应，发酵一下吧","text":"$微创医疗(00853)$ 港股医疗股最近都在低位震荡，微创这次内部调整也算主动应对，等股价反应，发酵一下吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507394966934528","isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503992541143928,"gmtCreate":1764055143331,"gmtModify":1764055145257,"author":{"id":"4209807673629660","authorId":"4209807673629660","name":"上孤山望","avatar":"https://static.tigerbbs.com/7a013c3db528aeda5a000730b1067a27","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209807673629660","authorIdStr":"4209807673629660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$</a>预期中的跳空高开，看后续","listText":"<a href=\"https://laohu8.com/S/00199\">$德祥地产(00199)$</a>预期中的跳空高开，看后续","text":"$德祥地产(00199)$预期中的跳空高开，看后续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503992541143928","isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}