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日富一日2025
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日富一日2025
日富一日2025
·
07-15
2026年格局基本定调啦，行业淘汰赛继续加速，未来肯定会有一大批同行会被踢出局的，出清后最大的增量蛋糕不就来啦～
$MOMENTA-W(06880)$
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编组 21备份 2
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日富一日2025
日富一日2025
·
06-29
$大金重工(01081)$
国金证券刚出的风电中期策略讲得挺清楚，上半年海工订单不及预期主要是业主推进节奏问题，需求逻辑没变，看好下半年业绩、海外订单、招标需求三重维度共振，管桩环节重点推的就是大金。现在这个位置，耐心比什么都重要
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日富一日2025
日富一日2025
·
06-09
$赛力斯(09927)$
账户缩水心里滴血，但这位置割肉太亏[捂脸]
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514
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1
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日富一日2025
日富一日2025
·
05-22
$山高控股(00412)$
上午看了会儿盘，量能还可以，有人卖也有人接。停牌这段时间大家其实都想清楚了，长线的继续拿着，短线的想走也正常。这个位置换换手不是坏事
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1
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日富一日2025
日富一日2025
·
04-22
$迈威生物-B(02493)$
孖展25倍不算热，正好没人抢。大家都去追曦智科技，我反而觉得迈威这种医药硬核票容易被低估，偷偷打几手
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日富一日2025
日富一日2025
·
03-31
$山高控股(00412)$
愿意拿这种票的，估计都不是奔着短线来的，那就再等等[笑哭]
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1
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日富一日2025
日富一日2025
·
03-16
$小米集团-W(01810)$
这才哪到哪啊，开胃菜好吧，过几天销量碾压BBA那才是大涨特涨的时候！
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3
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日富一日2025
日富一日2025
·
02-13
$HASHKEY HLDGS(03887)$
我们不妨看看，全球RWA市场2030年预测16万亿美元。Hashkey作为亚洲第一股，虽然开发岗不轻松但成长空间大，这票锁仓了。
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日富一日2025
日富一日2025
·
02-13
$找钢集团-W(06676)$
发现了一个细节：找钢最近和正大制管聊的是"型管业务深度合作"。型管是什么？是建筑用钢的高毛利品类！这说明找钢不满足于只做交易平台，开始往细分品类供应链服务渗透了。一旦在型管领域跑通"数字化+供应链协同"模式，复制到其他品类就是顺理成章，第二增长曲线这不就来了吗？
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日富一日2025
日富一日2025
·
02-04
线上线下渠道都有布局，不光靠电商，还进商超、钓场这些地方。全渠道运营在消费品里挺重要
$乐欣户外(02720)$
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href=\"https://laohu8.com/S/01081\">$大金重工(01081)$</a>国金证券刚出的风电中期策略讲得挺清楚，上半年海工订单不及预期主要是业主推进节奏问题，需求逻辑没变，看好下半年业绩、海外订单、招标需求三重维度共振，管桩环节重点推的就是大金。现在这个位置，耐心比什么都重要","listText":"<a href=\"https://laohu8.com/S/01081\">$大金重工(01081)$</a>国金证券刚出的风电中期策略讲得挺清楚，上半年海工订单不及预期主要是业主推进节奏问题，需求逻辑没变，看好下半年业绩、海外订单、招标需求三重维度共振，管桩环节重点推的就是大金。现在这个位置，耐心比什么都重要","text":"$大金重工(01081)$国金证券刚出的风电中期策略讲得挺清楚，上半年海工订单不及预期主要是业主推进节奏问题，需求逻辑没变，看好下半年业绩、海外订单、招标需求三重维度共振，管桩环节重点推的就是大金。现在这个位置，耐心比什么都重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580348196593792","isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573172818686784,"gmtCreate":1780969932703,"gmtModify":1780970786725,"author":{"id":"4215313140796860","authorId":"4215313140796860","name":"日富一日2025","avatar":"https://static.tigerbbs.com/86fb8abd7a1ca769b3c184352ef7de0c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313140796860","idStr":"4215313140796860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 账户缩水心里滴血，但这位置割肉太亏[捂脸]","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 账户缩水心里滴血，但这位置割肉太亏[捂脸]","text":"$赛力斯(09927)$ 账户缩水心里滴血，但这位置割肉太亏[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573172818686784","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566824750178640,"gmtCreate":1779419361697,"gmtModify":1779419363667,"author":{"id":"4215313140796860","authorId":"4215313140796860","name":"日富一日2025","avatar":"https://static.tigerbbs.com/86fb8abd7a1ca769b3c184352ef7de0c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313140796860","idStr":"4215313140796860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 上午看了会儿盘，量能还可以，有人卖也有人接。停牌这段时间大家其实都想清楚了，长线的继续拿着，短线的想走也正常。这个位置换换手不是坏事","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 上午看了会儿盘，量能还可以，有人卖也有人接。停牌这段时间大家其实都想清楚了，长线的继续拿着，短线的想走也正常。这个位置换换手不是坏事","text":"$山高控股(00412)$ 上午看了会儿盘，量能还可以，有人卖也有人接。停牌这段时间大家其实都想清楚了，长线的继续拿着，短线的想走也正常。这个位置换换手不是坏事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566824750178640","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556238716801176,"gmtCreate":1776829068479,"gmtModify":1776829070726,"author":{"id":"4215313140796860","authorId":"4215313140796860","name":"日富一日2025","avatar":"https://static.tigerbbs.com/86fb8abd7a1ca769b3c184352ef7de0c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313140796860","idStr":"4215313140796860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>孖展25倍不算热，正好没人抢。大家都去追曦智科技，我反而觉得迈威这种医药硬核票容易被低估，偷偷打几手","listText":"<a href=\"https://laohu8.com/S/02493\">$迈威生物-B(02493)$</a>孖展25倍不算热，正好没人抢。大家都去追曦智科技，我反而觉得迈威这种医药硬核票容易被低估，偷偷打几手","text":"$迈威生物-B(02493)$孖展25倍不算热，正好没人抢。大家都去追曦智科技，我反而觉得迈威这种医药硬核票容易被低估，偷偷打几手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556238716801176","isVote":1,"tweetType":1,"viewCount":8823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548454885298176,"gmtCreate":1774923594701,"gmtModify":1774923596866,"author":{"id":"4215313140796860","authorId":"4215313140796860","name":"日富一日2025","avatar":"https://static.tigerbbs.com/86fb8abd7a1ca769b3c184352ef7de0c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313140796860","idStr":"4215313140796860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 愿意拿这种票的，估计都不是奔着短线来的，那就再等等[笑哭]","listText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a> 愿意拿这种票的，估计都不是奔着短线来的，那就再等等[笑哭]","text":"$山高控股(00412)$ 愿意拿这种票的，估计都不是奔着短线来的，那就再等等[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548454885298176","isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543229602391480,"gmtCreate":1773649916551,"gmtModify":1773649928833,"author":{"id":"4215313140796860","authorId":"4215313140796860","name":"日富一日2025","avatar":"https://static.tigerbbs.com/86fb8abd7a1ca769b3c184352ef7de0c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313140796860","idStr":"4215313140796860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这才哪到哪啊，开胃菜好吧，过几天销量碾压BBA那才是大涨特涨的时候！","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 这才哪到哪啊，开胃菜好吧，过几天销量碾压BBA那才是大涨特涨的时候！","text":"$小米集团-W(01810)$ 这才哪到哪啊，开胃菜好吧，过几天销量碾压BBA那才是大涨特涨的时候！","images":[{"img":"https://static.tigerbbs.com/4576e73bce462e906b4f11b908f08e12","width":"554","height":"416"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543229602391480","isVote":1,"tweetType":1,"viewCount":1539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":532189794395544,"gmtCreate":1770950156728,"gmtModify":1770950158951,"author":{"id":"4215313140796860","authorId":"4215313140796860","name":"日富一日2025","avatar":"https://static.tigerbbs.com/86fb8abd7a1ca769b3c184352ef7de0c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313140796860","idStr":"4215313140796860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>我们不妨看看，全球RWA市场2030年预测16万亿美元。Hashkey作为亚洲第一股，虽然开发岗不轻松但成长空间大，这票锁仓了。","listText":"<a href=\"https://laohu8.com/S/03887\">$HASHKEY HLDGS(03887)$</a>我们不妨看看，全球RWA市场2030年预测16万亿美元。Hashkey作为亚洲第一股，虽然开发岗不轻松但成长空间大，这票锁仓了。","text":"$HASHKEY HLDGS(03887)$我们不妨看看，全球RWA市场2030年预测16万亿美元。Hashkey作为亚洲第一股，虽然开发岗不轻松但成长空间大，这票锁仓了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532189794395544","isVote":1,"tweetType":1,"viewCount":1948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532190179382128,"gmtCreate":1770950128486,"gmtModify":1770950131133,"author":{"id":"4215313140796860","authorId":"4215313140796860","name":"日富一日2025","avatar":"https://static.tigerbbs.com/86fb8abd7a1ca769b3c184352ef7de0c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313140796860","idStr":"4215313140796860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 发现了一个细节：找钢最近和正大制管聊的是\"型管业务深度合作\"。型管是什么？是建筑用钢的高毛利品类！这说明找钢不满足于只做交易平台，开始往细分品类供应链服务渗透了。一旦在型管领域跑通\"数字化+供应链协同\"模式，复制到其他品类就是顺理成章，第二增长曲线这不就来了吗？","listText":"<a href=\"https://laohu8.com/S/06676\">$找钢集团-W(06676)$</a> 发现了一个细节：找钢最近和正大制管聊的是\"型管业务深度合作\"。型管是什么？是建筑用钢的高毛利品类！这说明找钢不满足于只做交易平台，开始往细分品类供应链服务渗透了。一旦在型管领域跑通\"数字化+供应链协同\"模式，复制到其他品类就是顺理成章，第二增长曲线这不就来了吗？","text":"$找钢集团-W(06676)$ 发现了一个细节：找钢最近和正大制管聊的是\"型管业务深度合作\"。型管是什么？是建筑用钢的高毛利品类！这说明找钢不满足于只做交易平台，开始往细分品类供应链服务渗透了。一旦在型管领域跑通\"数字化+供应链协同\"模式，复制到其他品类就是顺理成章，第二增长曲线这不就来了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532190179382128","isVote":1,"tweetType":1,"viewCount":2365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529014810870984,"gmtCreate":1770185244660,"gmtModify":1770185246586,"author":{"id":"4215313140796860","authorId":"4215313140796860","name":"日富一日2025","avatar":"https://static.tigerbbs.com/86fb8abd7a1ca769b3c184352ef7de0c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4215313140796860","idStr":"4215313140796860"},"themes":[],"title":"","htmlText":"线上线下渠道都有布局，不光靠电商，还进商超、钓场这些地方。全渠道运营在消费品里挺重要<a href=\"https://laohu8.com/S/02720\">$乐欣户外(02720)$</a>","listText":"线上线下渠道都有布局，不光靠电商，还进商超、钓场这些地方。全渠道运营在消费品里挺重要<a 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