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保本第一位
保本第一位
·
04-03 13:50
$小马智行(PONY)$
自动驾驶过去最大的问题是商业化不清晰，至少今年财报之后路径是清楚了。
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2
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保本第一位
保本第一位
·
04-03 13:46
$霸王茶姬(CHA)$
小摩这是近期第二次调整看法了，态度转变很明显。
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55
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保本第一位
保本第一位
·
04-02 16:59
$复宏汉霖(02696)$
在创新药内卷的当下，这种能把存量资源玩出高附加值的企业，抗风险能力也会好一些
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113
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保本第一位
保本第一位
·
04-01 22:06
$霸王茶姬(CHA)$
短期总部利润可能不好看，但长期看，加盟商能活得好，整个盘子的根基才稳。
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99
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保本第一位
保本第一位
·
04-01 13:44
$霸王茶姬(CHA)$
海外不光开店，营销也有动作。在东南亚和Hello Kitty联名，在吉隆坡、曼谷开旗舰店，品牌声量做得不错，不是光埋头开店。
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257
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保本第一位
保本第一位
·
03-31
$霸王茶姬(CHA)$
看到个数据，CHA已经连续12个季度盈利了。在现在这个消费环境下，能保持这么久稳定盈利的茶饮公司不多。
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1,039
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1
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保本第一位
保本第一位
·
03-31
$小马智行(PONY)$
这几天复盘下来，反而更关注2026年的目标。20+城市+3000台车。这种节奏，本质就是说明公司对模型已经有一定把握了。
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1,387
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保本第一位
保本第一位
·
03-30
$霸王茶姬(CHA)$
31号发年报，晚上八点还有电话会，管理层应该会聊聊海外开店情况和未来规划吧。
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251
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保本第一位
保本第一位
·
03-30
$小马智行(PONY)$
深圳、广州的表现，其实更像是一个样板间。如果只是单点盈利没意义，但现在是两座一线城市同时验证，这个参考价值就完全不一样了。
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848
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保本第一位
保本第一位
·
03-26
$霸王茶姬(CHA)$
贡茶这事要是真的，那不光是多收个品牌，简直是直接搭上了进东亚成熟市场的快车道。
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264
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href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>这几天复盘下来，反而更关注2026年的目标。20+城市+3000台车。这种节奏，本质就是说明公司对模型已经有一定把握了。","text":"$小马智行(PONY)$这几天复盘下来，反而更关注2026年的目标。20+城市+3000台车。这种节奏，本质就是说明公司对模型已经有一定把握了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548511864971360","isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548173780541880,"gmtCreate":1774855067032,"gmtModify":1774855069078,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"保本第一位","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218241451199990","idStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>31号发年报，晚上八点还有电话会，管理层应该会聊聊海外开店情况和未来规划吧。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>31号发年报，晚上八点还有电话会，管理层应该会聊聊海外开店情况和未来规划吧。","text":"$霸王茶姬(CHA)$31号发年报，晚上八点还有电话会，管理层应该会聊聊海外开店情况和未来规划吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548173780541880","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548122310144936,"gmtCreate":1774842408004,"gmtModify":1774842410258,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"保本第一位","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218241451199990","idStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>深圳、广州的表现，其实更像是一个样板间。如果只是单点盈利没意义，但现在是两座一线城市同时验证，这个参考价值就完全不一样了。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>深圳、广州的表现，其实更像是一个样板间。如果只是单点盈利没意义，但现在是两座一线城市同时验证，这个参考价值就完全不一样了。","text":"$小马智行(PONY)$深圳、广州的表现，其实更像是一个样板间。如果只是单点盈利没意义，但现在是两座一线城市同时验证，这个参考价值就完全不一样了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548122310144936","isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546827060925344,"gmtCreate":1774526184851,"gmtModify":1774526187165,"author":{"id":"4218241451199990","authorId":"4218241451199990","name":"保本第一位","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218241451199990","idStr":"4218241451199990"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>贡茶这事要是真的，那不光是多收个品牌，简直是直接搭上了进东亚成熟市场的快车道。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>贡茶这事要是真的，那不光是多收个品牌，简直是直接搭上了进东亚成熟市场的快车道。","text":"$霸王茶姬(CHA)$贡茶这事要是真的，那不光是多收个品牌，简直是直接搭上了进东亚成熟市场的快车道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546827060925344","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}