社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
tiger0722
IP属地：广东
+关注
帖子 · 24
帖子 · 24
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
tiger0722
tiger0722
·
02-03 17:41
$澜起科技(06809)$
市场用脚投票，近20家机构预测澜起2025年净利润均值在22亿左右。大资金都在关注它的AI运力芯片布局，跟着聪明钱走
看
1,563
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
tiger0722
tiger0722
·
02-03 17:41
$澜起科技(06809)$
澜起的高增长不是昙花一现。它的互连芯片收入、净利润已经连续多个季度环比增长，DDR5换代和PCIe Retimer芯片放量提供了长期动力，成长逻辑很顺
看
288
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
tiger0722
tiger0722
·
02-03 17:40
比起很多还在讲故事的公司，澜起已经进入利润释放期。2025年上半年毛利率超60%，还是全球内存互连芯片市占率第一，这种有技术壁垒又有利润的公司，拿着安心[你懂的] [你懂的]
看
2
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
tiger0722
tiger0722
·
02-03 17:39
突出AI浪潮与业绩爆发！澜起科技就是AI算力基建的“隐形冠军”。2025年全年净利润预增超50%，Q1更是同比翻倍，这增速在芯片股里相当硬核
看
15
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
tiger0722
tiger0722
·
01-30
海致科技兼容超100个大模型，这个点很实际。客户不用被绑定在某一家模型上，可以根据成本、效果灵活选择。这种开放性策略降低了客户的采用门槛，也更符合企业市场的复杂现[强] [强] [强]
看
40
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
tiger0722
tiger0722
·
01-30
比起很多AI公司讲宏大故事，海致的业绩更有说服力。Atlas智能体收入从基数开始猛增872%，说明产品在市场上得到了快速验证和采纳。B端生意，客户真金白银的采购增长是最硬的指标
$海致科技集团(02706)$
看
83
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
tiger0722
tiger0722
·
01-30
比起很多AI公司讲宏大故事，海致的业绩更有说服力。Atlas智能体收入从基数开始猛增872%，说明产品在市场上得到了快速验证和采纳。B端生意，客户真金白银的采购增长是最硬的指标[强] [强]
看
87
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
tiger0722
tiger0722
·
01-30
$海致科技集团(02706)$
海致‘图模融合’的技术路线很实在。大模型落地最大难题就是事实性错误，他们用知识图谱做校验和增强，是当前工业界公认的靠谱解法。这不算炫技，而是解决了AI落地的一个核心痛点[你懂的] [你懂的]
看
17
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
tiger0722
tiger0722
·
01-30
海致科技顶级机构背书+黄金赛道龙头+业绩爆发拐点，海致科技港股IPO几乎集齐了所有亮点。在当前市场渴望优质科技资产的背景下，上市后很可能成为资金追逐的对象[财迷] [财迷]
看
133
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
tiger0722
tiger0722
·
01-28
海致团队是百度**系，执行力强；客户覆盖350+头部机构，客单价455万，粘性极高。这很可能是在港股捕捉AI时代‘卖铲人’的黄金机会[财迷] [财迷] [财迷]
看
140
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4219207165126312","uuid":"4219207165126312","gmtCreate":1756103968130,"gmtModify":1756104872771,"name":"tiger0722","pinyin":"tiger0722","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":0,"tweetSize":24,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":528716360855800,"gmtCreate":1770111704932,"gmtModify":1770111707039,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06809\">$澜起科技(06809)$ </a> 市场用脚投票，近20家机构预测澜起2025年净利润均值在22亿左右。大资金都在关注它的AI运力芯片布局，跟着聪明钱走","listText":"<a href=\"https://laohu8.com/S/06809\">$澜起科技(06809)$ </a> 市场用脚投票，近20家机构预测澜起2025年净利润均值在22亿左右。大资金都在关注它的AI运力芯片布局，跟着聪明钱走","text":"$澜起科技(06809)$ 市场用脚投票，近20家机构预测澜起2025年净利润均值在22亿左右。大资金都在关注它的AI运力芯片布局，跟着聪明钱走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528716360855800","isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528716211332144,"gmtCreate":1770111661466,"gmtModify":1770111663464,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06809\">$澜起科技(06809)$ </a> 澜起的高增长不是昙花一现。它的互连芯片收入、净利润已经连续多个季度环比增长，DDR5换代和PCIe Retimer芯片放量提供了长期动力，成长逻辑很顺","listText":"<a href=\"https://laohu8.com/S/06809\">$澜起科技(06809)$ </a> 澜起的高增长不是昙花一现。它的互连芯片收入、净利润已经连续多个季度环比增长，DDR5换代和PCIe Retimer芯片放量提供了长期动力，成长逻辑很顺","text":"$澜起科技(06809)$ 澜起的高增长不是昙花一现。它的互连芯片收入、净利润已经连续多个季度环比增长，DDR5换代和PCIe Retimer芯片放量提供了长期动力，成长逻辑很顺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528716211332144","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528716042687952,"gmtCreate":1770111621604,"gmtModify":1770111624528,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"比起很多还在讲故事的公司，澜起已经进入利润释放期。2025年上半年毛利率超60%，还是全球内存互连芯片市占率第一，这种有技术壁垒又有利润的公司，拿着安心[你懂的] [你懂的] ","listText":"比起很多还在讲故事的公司，澜起已经进入利润释放期。2025年上半年毛利率超60%，还是全球内存互连芯片市占率第一，这种有技术壁垒又有利润的公司，拿着安心[你懂的] [你懂的] ","text":"比起很多还在讲故事的公司，澜起已经进入利润释放期。2025年上半年毛利率超60%，还是全球内存互连芯片市占率第一，这种有技术壁垒又有利润的公司，拿着安心[你懂的] [你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528716042687952","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528716154639000,"gmtCreate":1770111575327,"gmtModify":1770111577996,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"突出AI浪潮与业绩爆发！澜起科技就是AI算力基建的“隐形冠军”。2025年全年净利润预增超50%，Q1更是同比翻倍，这增速在芯片股里相当硬核","listText":"突出AI浪潮与业绩爆发！澜起科技就是AI算力基建的“隐形冠军”。2025年全年净利润预增超50%，Q1更是同比翻倍，这增速在芯片股里相当硬核","text":"突出AI浪潮与业绩爆发！澜起科技就是AI算力基建的“隐形冠军”。2025年全年净利润预增超50%，Q1更是同比翻倍，这增速在芯片股里相当硬核","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528716154639000","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527307874141056,"gmtCreate":1769758169979,"gmtModify":1769758173024,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"海致科技兼容超100个大模型，这个点很实际。客户不用被绑定在某一家模型上，可以根据成本、效果灵活选择。这种开放性策略降低了客户的采用门槛，也更符合企业市场的复杂现[强] [强] [强] ","listText":"海致科技兼容超100个大模型，这个点很实际。客户不用被绑定在某一家模型上，可以根据成本、效果灵活选择。这种开放性策略降低了客户的采用门槛，也更符合企业市场的复杂现[强] [强] [强] ","text":"海致科技兼容超100个大模型，这个点很实际。客户不用被绑定在某一家模型上，可以根据成本、效果灵活选择。这种开放性策略降低了客户的采用门槛，也更符合企业市场的复杂现[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527307874141056","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527304738096528,"gmtCreate":1769757431713,"gmtModify":1770252806675,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"比起很多AI公司讲宏大故事，海致的业绩更有说服力。Atlas智能体收入从基数开始猛增872%，说明产品在市场上得到了快速验证和采纳。B端生意，客户真金白银的采购增长是最硬的指标<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> ","listText":"比起很多AI公司讲宏大故事，海致的业绩更有说服力。Atlas智能体收入从基数开始猛增872%，说明产品在市场上得到了快速验证和采纳。B端生意，客户真金白银的采购增长是最硬的指标<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> ","text":"比起很多AI公司讲宏大故事，海致的业绩更有说服力。Atlas智能体收入从基数开始猛增872%，说明产品在市场上得到了快速验证和采纳。B端生意，客户真金白银的采购增长是最硬的指标$海致科技集团(02706)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527304738096528","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527304722276688,"gmtCreate":1769757395644,"gmtModify":1769757398419,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"比起很多AI公司讲宏大故事，海致的业绩更有说服力。Atlas智能体收入从基数开始猛增872%，说明产品在市场上得到了快速验证和采纳。B端生意，客户真金白银的采购增长是最硬的指标[强] [强] ","listText":"比起很多AI公司讲宏大故事，海致的业绩更有说服力。Atlas智能体收入从基数开始猛增872%，说明产品在市场上得到了快速验证和采纳。B端生意，客户真金白银的采购增长是最硬的指标[强] [强] ","text":"比起很多AI公司讲宏大故事，海致的业绩更有说服力。Atlas智能体收入从基数开始猛增872%，说明产品在市场上得到了快速验证和采纳。B端生意，客户真金白银的采购增长是最硬的指标[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527304722276688","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527304103552624,"gmtCreate":1769757325689,"gmtModify":1770252806143,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> 海致‘图模融合’的技术路线很实在。大模型落地最大难题就是事实性错误，他们用知识图谱做校验和增强，是当前工业界公认的靠谱解法。这不算炫技，而是解决了AI落地的一个核心痛点[你懂的] [你懂的] ","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$</a> 海致‘图模融合’的技术路线很实在。大模型落地最大难题就是事实性错误，他们用知识图谱做校验和增强，是当前工业界公认的靠谱解法。这不算炫技，而是解决了AI落地的一个核心痛点[你懂的] [你懂的] ","text":"$海致科技集团(02706)$ 海致‘图模融合’的技术路线很实在。大模型落地最大难题就是事实性错误，他们用知识图谱做校验和增强，是当前工业界公认的靠谱解法。这不算炫技，而是解决了AI落地的一个核心痛点[你懂的] [你懂的]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527304103552624","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527303893045584,"gmtCreate":1769757193194,"gmtModify":1769757195985,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"海致科技顶级机构背书+黄金赛道龙头+业绩爆发拐点，海致科技港股IPO几乎集齐了所有亮点。在当前市场渴望优质科技资产的背景下，上市后很可能成为资金追逐的对象[财迷] [财迷] ","listText":"海致科技顶级机构背书+黄金赛道龙头+业绩爆发拐点，海致科技港股IPO几乎集齐了所有亮点。在当前市场渴望优质科技资产的背景下，上市后很可能成为资金追逐的对象[财迷] [财迷] ","text":"海致科技顶级机构背书+黄金赛道龙头+业绩爆发拐点，海致科技港股IPO几乎集齐了所有亮点。在当前市场渴望优质科技资产的背景下，上市后很可能成为资金追逐的对象[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527303893045584","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526881884807544,"gmtCreate":1769604728937,"gmtModify":1769604731672,"author":{"id":"4219207165126312","authorId":"4219207165126312","name":"tiger0722","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219207165126312","idStr":"4219207165126312"},"themes":[],"title":"","htmlText":"海致团队是百度**系，执行力强；客户覆盖350+头部机构，客单价455万，粘性极高。这很可能是在港股捕捉AI时代‘卖铲人’的黄金机会[财迷] [财迷] [财迷] ","listText":"海致团队是百度**系，执行力强；客户覆盖350+头部机构，客单价455万，粘性极高。这很可能是在港股捕捉AI时代‘卖铲人’的黄金机会[财迷] [财迷] [财迷] ","text":"海致团队是百度**系，执行力强；客户覆盖350+头部机构，客单价455万，粘性极高。这很可能是在港股捕捉AI时代‘卖铲人’的黄金机会[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526881884807544","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}