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思水笔记
思水笔记
·
01-20 15:07
从投资节奏看，“十五五”规划制定期是主题布局期。明年开局就是规划落地期。MiniMax这次高规格亮相，很可能贯穿整个规划周期的投资主线
$MINIMAX-WP(00100)$
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思水笔记
思水笔记
·
01-08
$恒生科技指数(HSTECH)$
$天数智芯(09903)$
整体上看，港股连续反弹后多头开始谨慎。但今日恒指全天仍成交2761.34亿港元，年初以来资金面的活跃态势并未改变。
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思水笔记
思水笔记
·
2025-12-29
$智汇矿业(02546)$
在西藏矿业板块，它锌、铅精矿产量能排到前五，是区域龙头之一
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393
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思水笔记
思水笔记
·
2025-12-29
$阿里巴巴-W(09988)$
$腾讯控股(00700)$
$巨人网络(002558)$
近期市场对MiniMax的亏损讨论颇多，作为一名关注AI赛道的中小投资者，我更愿意从投入产出效率的角度理性看待这一问题。在大厂动辄百亿级投流、千亿级资本开支的AI赛道上，MiniMax成立至今仅花费5亿美金，却能跻身全模态全球第一梯队，这样的效率对比，恰恰说明其亏损具备较强的合理性与阶段性。
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编组 21备份 2
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思水笔记
思水笔记
·
2025-12-18
$金嗓子(06896)$
兄弟们都还好吗？别割在地板上，再等等看
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307
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思水笔记
思水笔记
·
2025-12-08
$明略科技-W(02718)$
数码港是香港AI大本营，明略这次落户，技术交流和商业机会应该少不了
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656
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思水笔记
思水笔记
·
2025-12-08
$金嗓子(06896)$
股价短期是投票机，长期是称重机。金嗓子的品牌、渠道和分红政策就是它的重量，我信价格迟早会回归价值。
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385
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思水笔记
思水笔记
·
2025-11-27
$蔚来(NIO)$
今晚上好像不开盘
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思水笔记
思水笔记
·
2025-11-14
$赛力斯(601127)$
问界 M7 上市 41 天大定破 9 万，爆款能力肉眼可见，高端市场的壁垒是越筑越牢了
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思水笔记
思水笔记
·
2025-10-24
$极智嘉-W(02590)$
8%，劲呀！原来昨天十洗盘啊，吓死我了
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href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> <a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 整体上看，港股连续反弹后多头开始谨慎。但今日恒指全天仍成交2761.34亿港元，年初以来资金面的活跃态势并未改变。","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> <a href=\"https://laohu8.com/S/09903\">$天数智芯(09903)$</a> 整体上看，港股连续反弹后多头开始谨慎。但今日恒指全天仍成交2761.34亿港元，年初以来资金面的活跃态势并未改变。","text":"$恒生科技指数(HSTECH)$ $天数智芯(09903)$ 整体上看，港股连续反弹后多头开始谨慎。但今日恒指全天仍成交2761.34亿港元，年初以来资金面的活跃态势并未改变。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519560332005440","isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515932176122800,"gmtCreate":1766990371972,"gmtModify":1766990373760,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02546\">$智汇矿业(02546)$</a>在西藏矿业板块，它锌、铅精矿产量能排到前五，是区域龙头之一","listText":"<a 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近期市场对MiniMax的亏损讨论颇多，作为一名关注AI赛道的中小投资者，我更愿意从投入产出效率的角度理性看待这一问题。在大厂动辄百亿级投流、千亿级资本开支的AI赛道上，MiniMax成立至今仅花费5亿美金，却能跻身全模态全球第一梯队，这样的效率对比，恰恰说明其亏损具备较强的合理性与阶段性。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a href=\"https://laohu8.com/S/002558\">$巨人网络(002558)$</a> 近期市场对MiniMax的亏损讨论颇多，作为一名关注AI赛道的中小投资者，我更愿意从投入产出效率的角度理性看待这一问题。在大厂动辄百亿级投流、千亿级资本开支的AI赛道上，MiniMax成立至今仅花费5亿美金，却能跻身全模态全球第一梯队，这样的效率对比，恰恰说明其亏损具备较强的合理性与阶段性。","text":"$阿里巴巴-W(09988)$ $腾讯控股(00700)$ $巨人网络(002558)$ 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兄弟们都还好吗？别割在地板上，再等等看","text":"$金嗓子(06896)$ 兄弟们都还好吗？别割在地板上，再等等看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512058846364512","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508657560563960,"gmtCreate":1765160264463,"gmtModify":1765160266651,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>数码港是香港AI大本营，明略这次落户，技术交流和商业机会应该少不了","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>数码港是香港AI大本营，明略这次落户，技术交流和商业机会应该少不了","text":"$明略科技-W(02718)$数码港是香港AI大本营，明略这次落户，技术交流和商业机会应该少不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508657560563960","isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508434641478752,"gmtCreate":1765160237967,"gmtModify":1765160240213,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 股价短期是投票机，长期是称重机。金嗓子的品牌、渠道和分红政策就是它的重量，我信价格迟早会回归价值。","listText":"<a href=\"https://laohu8.com/S/06896\">$金嗓子(06896)$</a> 股价短期是投票机，长期是称重机。金嗓子的品牌、渠道和分红政策就是它的重量，我信价格迟早会回归价值。","text":"$金嗓子(06896)$ 股价短期是投票机，长期是称重机。金嗓子的品牌、渠道和分红政策就是它的重量，我信价格迟早会回归价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508434641478752","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504689579586440,"gmtCreate":1764234423404,"gmtModify":1764234425504,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今晚上好像不开盘","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今晚上好像不开盘","text":"$蔚来(NIO)$今晚上好像不开盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504689579586440","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500006005981856,"gmtCreate":1763097378688,"gmtModify":1763098625640,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界 M7 上市 41 天大定破 9 万，爆款能力肉眼可见，高端市场的壁垒是越筑越牢了","listText":"<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界 M7 上市 41 天大定破 9 万，爆款能力肉眼可见，高端市场的壁垒是越筑越牢了","text":"$赛力斯(601127)$ 问界 M7 上市 41 天大定破 9 万，爆款能力肉眼可见，高端市场的壁垒是越筑越牢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500006005981856","isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492608744522240,"gmtCreate":1761286518941,"gmtModify":1761286520800,"author":{"id":"4215229504786570","authorId":"4215229504786570","name":"思水笔记","avatar":"https://static.tigerbbs.com/24876ad69959f1357e2dbacebcd06499","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229504786570","authorIdStr":"4215229504786570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 8%，劲呀！原来昨天十洗盘啊，吓死我了","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$</a> 8%，劲呀！原来昨天十洗盘啊，吓死我了","text":"$极智嘉-W(02590)$ 8%，劲呀！原来昨天十洗盘啊，吓死我了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492608744522240","isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}