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天下万物3uf
天下万物3uf
·
09-18
$晶科电子股份(02551)$
增持这件事放在当下这个时间点看，信号意义更强。晶科电子股价处于上市以来的低位区间，1.60港元的增持价离52周高位3.26港元差了近一半。董事长选择在这个位置出手，而且不是第一次，说明他认为当前的价格已经足够有吸引力。对市场来说，这比任何口头表态都更有说服力。
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444
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编组 21备份 2
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天下万物3uf
天下万物3uf
·
09-04
持有Momenta越久，越看懂它和当年英伟达的极致相似性！早年英伟达只被市场当成游戏硬件公司，CUDA核心技术被当成成本累赘，直到AI爆发，市场才彻底换掉估值框架，看懂它的通用计算底座价值。现在的Momenta就是复刻这段走势！目前市场只给它L2量产外圈业务定价，完全忽略Robo+中圈万亿市场和物理AI内核底座。今日股价反弹日线突破短期均线、量能持续放大，底部反转信号明确。我坚定看好估值重构，现在的低估只是市场认知滞后，耐心持仓，等待资金重新定价物理AI龙头的核心价值。
$MOMENTA-W(06880)$
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天下万物3uf
天下万物3uf
·
08-17
以前总觉得吉利就是拼销量，现在完全不一样了。单车收入涨上去，毛利率也提上来，不再靠低价走量冲数字。海外现在直接干成重头戏，三成的销量都是出口来的。而且人家分红回购也舍得掏，不是忽悠人的。业绩出来股价也涨了不少，市场已经用脚投票了。
$吉利汽车(00175)$
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天下万物3uf
天下万物3uf
·
07-14
磨完筹码就该往上走，等着就完事了。
$MOMENTA-W(06880)$
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编组 21备份 2
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天下万物3uf
天下万物3uf
·
06-24
$山高控股(00412)$
今天股价波动不大，[笑哭]股东大会的消息应该已经消化了
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天下万物3uf
天下万物3uf
·
06-24
$思格新能(06656)$
今天港股整体偏弱，别拿单日涨跌去否定一家公司[DOGE]
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天下万物3uf
天下万物3uf
·
03-13
$瑞声科技(02018)$
3月19日公布业绩，要入的赶紧了
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天下万物3uf
天下万物3uf
·
02-04
$找钢集团-W(06676)$
有人说要跌到1块以下，那就跌呗。反正AI采购员已经在识别微信群图片报价了，供应商还没反应过来，平台效率已经上天。这种标的我有权当一个耐心资本，和时间做朋友。
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天下万物3uf
天下万物3uf
·
02-03
$乐欣户外(02720)$
赛道太香了！全球户外休闲热 + 中国 1.5 亿钓鱼人，这公司前 8 月营收就增 17.6%，毛利率 27.7%，成长肉眼可见！
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天下万物3uf
天下万物3uf
·
02-02
$金嗓子(06896)$
走势虽然磨人，但比那些大起大落的票强多了
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href=\"https://laohu8.com/S/02551\">$晶科电子股份(02551)$</a>增持这件事放在当下这个时间点看，信号意义更强。晶科电子股价处于上市以来的低位区间，1.60港元的增持价离52周高位3.26港元差了近一半。董事长选择在这个位置出手，而且不是第一次，说明他认为当前的价格已经足够有吸引力。对市场来说，这比任何口头表态都更有说服力。","listText":"<a href=\"https://laohu8.com/S/02551\">$晶科电子股份(02551)$</a>增持这件事放在当下这个时间点看，信号意义更强。晶科电子股价处于上市以来的低位区间，1.60港元的增持价离52周高位3.26港元差了近一半。董事长选择在这个位置出手，而且不是第一次，说明他认为当前的价格已经足够有吸引力。对市场来说，这比任何口头表态都更有说服力。","text":"$晶科电子股份(02551)$增持这件事放在当下这个时间点看，信号意义更强。晶科电子股价处于上市以来的低位区间，1.60港元的增持价离52周高位3.26港元差了近一半。董事长选择在这个位置出手，而且不是第一次，说明他认为当前的价格已经足够有吸引力。对市场来说，这比任何口头表态都更有说服力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609034089464328","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604049561789832,"gmtCreate":1788510094907,"gmtModify":1788510097397,"author":{"id":"4209807757629870","authorId":"4209807757629870","name":"天下万物3uf","avatar":"https://static.tigerbbs.com/6a0ec1379b7278868c4219791937cb98","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209807757629870","idStr":"4209807757629870"},"themes":[],"title":"","htmlText":"持有Momenta越久，越看懂它和当年英伟达的极致相似性！早年英伟达只被市场当成游戏硬件公司，CUDA核心技术被当成成本累赘，直到AI爆发，市场才彻底换掉估值框架，看懂它的通用计算底座价值。现在的Momenta就是复刻这段走势！目前市场只给它L2量产外圈业务定价，完全忽略Robo+中圈万亿市场和物理AI内核底座。今日股价反弹日线突破短期均线、量能持续放大，底部反转信号明确。我坚定看好估值重构，现在的低估只是市场认知滞后，耐心持仓，等待资金重新定价物理AI龙头的核心价值。 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","listText":"持有Momenta越久，越看懂它和当年英伟达的极致相似性！早年英伟达只被市场当成游戏硬件公司，CUDA核心技术被当成成本累赘，直到AI爆发，市场才彻底换掉估值框架，看懂它的通用计算底座价值。现在的Momenta就是复刻这段走势！目前市场只给它L2量产外圈业务定价，完全忽略Robo+中圈万亿市场和物理AI内核底座。今日股价反弹日线突破短期均线、量能持续放大，底部反转信号明确。我坚定看好估值重构，现在的低估只是市场认知滞后，耐心持仓，等待资金重新定价物理AI龙头的核心价值。 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","text":"持有Momenta越久，越看懂它和当年英伟达的极致相似性！早年英伟达只被市场当成游戏硬件公司，CUDA核心技术被当成成本累赘，直到AI爆发，市场才彻底换掉估值框架，看懂它的通用计算底座价值。现在的Momenta就是复刻这段走势！目前市场只给它L2量产外圈业务定价，完全忽略Robo+中圈万亿市场和物理AI内核底座。今日股价反弹日线突破短期均线、量能持续放大，底部反转信号明确。我坚定看好估值重构，现在的低估只是市场认知滞后，耐心持仓，等待资金重新定价物理AI龙头的核心价值。 $MOMENTA-W(06880)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604049561789832","isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557651420323196","authorId":"3557651420323196","name":"Jimmy巴韭特","avatar":"https://static.tigerbbs.com/1a9280e0a60620cdf69729852f401e77","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3557651420323196","idStr":"3557651420323196"},"content":"快别说了，拉完了…….技术同质化，没有核心壁垒，这是最致命的","text":"快别说了，拉完了…….技术同质化，没有核心壁垒，这是最致命的","html":"快别说了，拉完了…….技术同质化，没有核心壁垒，这是最致命的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597779366567944,"gmtCreate":1786960362803,"gmtModify":1786960788864,"author":{"id":"4209807757629870","authorId":"4209807757629870","name":"天下万物3uf","avatar":"https://static.tigerbbs.com/6a0ec1379b7278868c4219791937cb98","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209807757629870","idStr":"4209807757629870"},"themes":[],"title":"","htmlText":"以前总觉得吉利就是拼销量，现在完全不一样了。单车收入涨上去，毛利率也提上来，不再靠低价走量冲数字。海外现在直接干成重头戏，三成的销量都是出口来的。而且人家分红回购也舍得掏，不是忽悠人的。业绩出来股价也涨了不少，市场已经用脚投票了。 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","listText":"以前总觉得吉利就是拼销量，现在完全不一样了。单车收入涨上去，毛利率也提上来，不再靠低价走量冲数字。海外现在直接干成重头戏，三成的销量都是出口来的。而且人家分红回购也舍得掏，不是忽悠人的。业绩出来股价也涨了不少，市场已经用脚投票了。 <a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>","text":"以前总觉得吉利就是拼销量，现在完全不一样了。单车收入涨上去，毛利率也提上来，不再靠低价走量冲数字。海外现在直接干成重头戏，三成的销量都是出口来的。而且人家分红回购也舍得掏，不是忽悠人的。业绩出来股价也涨了不少，市场已经用脚投票了。 $吉利汽车(00175)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/597779366567944","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585622646203680,"gmtCreate":1784005782857,"gmtModify":1784005784975,"author":{"id":"4209807757629870","authorId":"4209807757629870","name":"天下万物3uf","avatar":"https://static.tigerbbs.com/6a0ec1379b7278868c4219791937cb98","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209807757629870","idStr":"4209807757629870"},"themes":[],"title":"","htmlText":"磨完筹码就该往上走，等着就完事了。 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","listText":"磨完筹码就该往上走，等着就完事了。 <a href=\"https://laohu8.com/S/06880\">$MOMENTA-W(06880)$</a>","text":"磨完筹码就该往上走，等着就完事了。 $MOMENTA-W(06880)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585622646203680","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578667028127744,"gmtCreate":1782285284054,"gmtModify":1782285315277,"author":{"id":"4209807757629870","authorId":"4209807757629870","name":"天下万物3uf","avatar":"https://static.tigerbbs.com/6a0ec1379b7278868c4219791937cb98","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209807757629870","idStr":"4209807757629870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>今天股价波动不大，[笑哭]股东大会的消息应该已经消化了","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>今天股价波动不大，[笑哭]股东大会的消息应该已经消化了","text":"$山高控股(00412)$今天股价波动不大，[笑哭]股东大会的消息应该已经消化了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578667028127744","isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578666528223896,"gmtCreate":1782285244394,"gmtModify":1782285315284,"author":{"id":"4209807757629870","authorId":"4209807757629870","name":"天下万物3uf","avatar":"https://static.tigerbbs.com/6a0ec1379b7278868c4219791937cb98","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209807757629870","idStr":"4209807757629870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>今天港股整体偏弱，别拿单日涨跌去否定一家公司[DOGE]","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a>今天港股整体偏弱，别拿单日涨跌去否定一家公司[DOGE]","text":"$思格新能(06656)$今天港股整体偏弱，别拿单日涨跌去否定一家公司[DOGE]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578666528223896","isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":542137388152832,"gmtCreate":1773383327484,"gmtModify":1773383329753,"author":{"id":"4209807757629870","authorId":"4209807757629870","name":"天下万物3uf","avatar":"https://static.tigerbbs.com/6a0ec1379b7278868c4219791937cb98","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209807757629870","idStr":"4209807757629870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 3月19日公布业绩，要入的赶紧了","listText":"<a href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 3月19日公布业绩，要入的赶紧了","text":"$瑞声科技(02018)$ 3月19日公布业绩，要入的赶紧了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542137388152832","isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528962406150888,"gmtCreate":1770172466914,"gmtModify":1770173076988,"author":{"id":"4209807757629870","authorId":"4209807757629870","name":"天下万物3uf","avatar":"https://static.tigerbbs.com/6a0ec1379b7278868c4219791937cb98","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209807757629870","idStr":"4209807757629870"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a>有人说要跌到1块以下，那就跌呗。反正AI采购员已经在识别微信群图片报价了，供应商还没反应过来，平台效率已经上天。这种标的我有权当一个耐心资本，和时间做朋友。","listText":"<a 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