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- 保本第一位保本第一位
  ·08-28 22:32
  $霸王茶姬(CHA)$霸王上半年收入还能正增长，在同行里已经算稳了，不能拿前两年的高增速来要求。
  76 评论
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- 保本第一位保本第一位
  ·08-28 15:41
  $小马智行(PONY)$研发费用同比增长14.7%，这个增速不算低，但也没有跟着收入一起暴涨。
  29 评论
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- 保本第一位保本第一位
  ·08-28 11:33
  $归创通桥(02190)$optimed这笔收购现在算是开始看到点东西了。
  29 评论
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- 保本第一位保本第一位
  ·08-27 20:39
  $复宏汉霖(02696)$化学药品已历经十二批集采，轮到生物类似药正式落地时，业内期望“别再像仿制药那样被狠砍一刀”。企业自身也在优化工艺、压低成本来应对。这传递的信号很清楚：集采并非灭顶之灾，而是以价换量的调控手段。
  105 评论
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- 保本第一位保本第一位
  ·08-27 14:24
  $小马智行(PONY)$公司自己也提到，主要就是Robotaxi及共建车队收入占比提高，而这部分毛利率相对更高。
  138 评论
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- 保本第一位保本第一位
  ·08-26 16:36
  $霸王茶姬(CHA)$现金流要是稳得住，不开新店光靠老店也能赚钱
  84 评论
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- 保本第一位保本第一位
  ·08-25
  $霸王茶姬(CHA)$去门店观察过，出杯效率和品控比早期好很多。规模化之后还能保持这水准，说明后台系统跟上了。管理细节决定成败，这点让人放心。
  233 评论
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- 保本第一位保本第一位
  ·08-25
  $小马智行(PONY)$业务做大了，后台成本却没跟着涨，这就是大家常说的经营杠杆开始起作用了。
  95 评论
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- 保本第一位保本第一位
  ·08-25
  $小马智行(PONY)$业务做大了，后台成本却没跟着涨，这就是大家常说的经营杠杆开始起作用了。
  75 评论
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- 保本第一位保本第一位
  ·08-24
  $霸王茶姬(CHA)$扩张起来更灵活，调头也快
  170 评论
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href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>现金流要是稳得住，不开新店光靠老店也能赚钱","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>现金流要是稳得住，不开新店光靠老店也能赚钱","text":"$霸王茶姬(CHA)$现金流要是稳得住，不开新店光靠老店也能赚钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600868176909784","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600561218175064,"gmtCreate":1787646200671,"gmtModify":1787646202795,"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>去门店观察过，出杯效率和品控比早期好很多。规模化之后还能保持这水准，说明后台系统跟上了。管理细节决定成败，这点让人放心。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a>去门店观察过，出杯效率和品控比早期好很多。规模化之后还能保持这水准，说明后台系统跟上了。管理细节决定成败，这点让人放心。","text":"$霸王茶姬(CHA)$去门店观察过，出杯效率和品控比早期好很多。规模化之后还能保持这水准，说明后台系统跟上了。管理细节决定成败，这点让人放心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600561218175064","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600556798309544,"gmtCreate":1787646169993,"gmtModify":1787646171866,"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>业务做大了，后台成本却没跟着涨，这就是大家常说的经营杠杆开始起作用了。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>业务做大了，后台成本却没跟着涨，这就是大家常说的经营杠杆开始起作用了。","text":"$小马智行(PONY)$业务做大了，后台成本却没跟着涨，这就是大家常说的经营杠杆开始起作用了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600556798309544","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600556154241320,"gmtCreate":1787645956477,"gmtModify":1787645958581,"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>业务做大了，后台成本却没跟着涨，这就是大家常说的经营杠杆开始起作用了。","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a>业务做大了，后台成本却没跟着涨，这就是大家常说的经营杠杆开始起作用了。","text":"$小马智行(PONY)$业务做大了，后台成本却没跟着涨，这就是大家常说的经营杠杆开始起作用了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600556154241320","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600222154846296,"gmtCreate":1787563421538,"gmtModify":1787563423657,"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>扩张起来更灵活，调头也快","listText":"<a 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