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木火知行录
木火知行录
·
01-20 14:32
$赛力斯(09927)$
我觉得它现在不光是销量增长，更是产品结构往上走，M9、M8这些高价车占比高，很赚钱，这叫高质量增长
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401
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木火知行录
木火知行录
·
01-08
$天数智芯(09903)$
上涨的板块中，纸业股受涨价驱动走强，有色、生物医药、算力等景气度较高的行业逆市走强。
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297
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1
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木火知行录
木火知行录
·
2025-12-29
$金嗓子(06896)$
不着急，慢慢涨回去就行
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150
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1
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木火知行录
木火知行录
·
2025-12-18
$微创医疗(00853)$
看看其他医械股，虽然也有跟涨，但微创的力度和决心是最强的。市场已经充分表明态度，之前超跌会配合利好加速修复
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441
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1
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木火知行录
木火知行录
·
2025-12-18
$极智嘉-W(02590)$
目前的股价尚未完全反映公司在AI集群调度上的突破以及巨额订单的落地。市场对港股科技股的反应总是慢半拍，但确定性增强，等入通资金流动性增强来带动
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1,119
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1
编组 21备份 2
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木火知行录
木火知行录
·
2025-12-05
$赛力斯(601127)$
11月产销数据里有个细节，交付速度明显提升了，供应链理顺了，成本下降空间就打开了，毛利率还有提升的空间
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920
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1
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木火知行录
木火知行录
·
2025-11-27
$蔚来(NIO)$
$蔚来-SW(09866)$
现在怎么说？
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407
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1
编组 21备份 2
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木火知行录
木火知行录
·
2025-11-14
$赛力斯(601127)$
1-10 月卖了 35 万多辆，产销规模上去了成本才可控，这个闭环走通了，持有起来更放心。
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1,146
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木火知行录
木火知行录
·
2025-10-24
$赛力斯(601127)$
$赛力斯(09927)$
现在港股打新环境真好，今年破发率是 9 年低点，新能源板块像宁德时代 H 股还涨了不少，赛力斯赶这波风口很合适。
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2,354
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木火知行录
木火知行录
·
2025-10-02
$量子之歌(QSG)$
彻底转型，梭哈潮玩！老业务包袱一扔，财报立马清爽，利润表更好看。想想潮玩这个赛道有多火，盲盒、手办、潮玩IP，哪个不是年轻人的心头好？
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href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 不着急，慢慢涨回去就行","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 不着急，慢慢涨回去就行","text":"$金嗓子(06896)$ 不着急，慢慢涨回去就行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516153697678056","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512058642985384,"gmtCreate":1766041354916,"gmtModify":1766041356822,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229439786500","idStr":"4215229439786500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>看看其他医械股，虽然也有跟涨，但微创的力度和决心是最强的。市场已经充分表明态度，之前超跌会配合利好加速修复","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$</a>看看其他医械股，虽然也有跟涨，但微创的力度和决心是最强的。市场已经充分表明态度，之前超跌会配合利好加速修复","text":"$微创医疗(00853)$看看其他医械股，虽然也有跟涨，但微创的力度和决心是最强的。市场已经充分表明态度，之前超跌会配合利好加速修复","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512058642985384","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512058531103584,"gmtCreate":1766041324941,"gmtModify":1766041326877,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229439786500","idStr":"4215229439786500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 目前的股价尚未完全反映公司在AI集群调度上的突破以及巨额订单的落地。市场对港股科技股的反应总是慢半拍，但确定性增强，等入通资金流动性增强来带动","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 目前的股价尚未完全反映公司在AI集群调度上的突破以及巨额订单的落地。市场对港股科技股的反应总是慢半拍，但确定性增强，等入通资金流动性增强来带动","text":"$极智嘉-W(02590)$ 目前的股价尚未完全反映公司在AI集群调度上的突破以及巨额订单的落地。市场对港股科技股的反应总是慢半拍，但确定性增强，等入通资金流动性增强来带动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512058531103584","isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507469990633872,"gmtCreate":1764924639761,"gmtModify":1764924642106,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229439786500","idStr":"4215229439786500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 11月产销数据里有个细节，交付速度明显提升了，供应链理顺了，成本下降空间就打开了，毛利率还有提升的空间","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 11月产销数据里有个细节，交付速度明显提升了，供应链理顺了，成本下降空间就打开了，毛利率还有提升的空间","text":"$赛力斯(601127)$ 11月产销数据里有个细节，交付速度明显提升了，供应链理顺了，成本下降空间就打开了，毛利率还有提升的空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507469990633872","isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504688872460352,"gmtCreate":1764233978229,"gmtModify":1764233980307,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229439786500","idStr":"4215229439786500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 现在怎么说？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 现在怎么说？","text":"$蔚来(NIO)$ $蔚来-SW(09866)$ 现在怎么说？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504688872460352","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500008252784736,"gmtCreate":1763097372503,"gmtModify":1763097374434,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229439786500","idStr":"4215229439786500"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 1-10 月卖了 35 万多辆，产销规模上去了成本才可控，这个闭环走通了，持有起来更放心。","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 1-10 月卖了 35 万多辆，产销规模上去了成本才可控，这个闭环走通了，持有起来更放心。","text":"$赛力斯(601127)$ 1-10 月卖了 35 万多辆，产销规模上去了成本才可控，这个闭环走通了，持有起来更放心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500008252784736","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492627536462712,"gmtCreate":1761291570479,"gmtModify":1761548974182,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229439786500","idStr":"4215229439786500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 现在港股打新环境真好，今年破发率是 9 年低点，新能源板块像宁德时代 H 股还涨了不少，赛力斯赶这波风口很合适。","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> <a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 现在港股打新环境真好，今年破发率是 9 年低点，新能源板块像宁德时代 H 股还涨了不少，赛力斯赶这波风口很合适。","text":"$赛力斯(601127)$ $赛力斯(09927)$ 现在港股打新环境真好，今年破发率是 9 年低点，新能源板块像宁德时代 H 股还涨了不少，赛力斯赶这波风口很合适。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492627536462712","isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484801143513656,"gmtCreate":1759388220927,"gmtModify":1759388222982,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215229439786500","idStr":"4215229439786500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QSG\">$量子之歌(QSG)$</a>彻底转型，梭哈潮玩！老业务包袱一扔，财报立马清爽，利润表更好看。想想潮玩这个赛道有多火，盲盒、手办、潮玩IP，哪个不是年轻人的心头好？","listText":"<a href=\"https://laohu8.com/S/QSG\">$量子之歌(QSG)$</a>彻底转型，梭哈潮玩！老业务包袱一扔，财报立马清爽，利润表更好看。想想潮玩这个赛道有多火，盲盒、手办、潮玩IP，哪个不是年轻人的心头好？","text":"$量子之歌(QSG)$彻底转型，梭哈潮玩！老业务包袱一扔，财报立马清爽，利润表更好看。想想潮玩这个赛道有多火，盲盒、手办、潮玩IP，哪个不是年轻人的心头好？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/484801143513656","isVote":1,"tweetType":1,"viewCount":1814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}