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硕果累累234
硕果累累234
·
2025-11-11
保时捷放权中国研发,博泰车联成最大变量
我们必须注意到一个关键背景:保时捷中国研发中心正获得更多现地研发和决策的授权。为什么?因为保时捷总部意识到,在汽车智能化这个赛道上,中国的创新速度和用户需求已经引领全球。 德国精工必须融合中国速度。而博泰车联,正是保时捷中国研发中心敢于接棒的最大底气。它被全球董事夏恪涵(Sajjad Khan)先生称为“速度最快、最具创新精神的”公司 。这次合作,是保时捷全球R&D体系的一次深刻变革,而博泰车联正是这场变革中,那个最关键、最富活力的中国变量。
$博泰车联(02889)$
#智能座舱# #博泰车联# #智能汽车# #保时捷#
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保时捷放权中国研发,博泰车联成最大变量
硕果累累234
硕果累累234
·
2025-10-31
博泰车联AI平台属性凸显,软件价值重估正当时
大摩的核心观点是重估AI和软件价值。这正是国产替代的主线。在我看来,博泰车联的AI平台属性,让它的价值远不止于硬件,市场该重新审视了
$博泰车联(02889)$
。#博泰港股上市 #智能座舱 #博泰车联 #智能汽车 #AI #港股上市 #港股智能座舱第一股 #**鸿蒙
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博泰车联AI平台属性凸显,软件价值重估正当时
硕果累累234
硕果累累234
·
2025-10-14
作为鸿蒙座舱核心玩家,博泰车联安全感爆棚
$博泰车联(02889)$
博泰车联喜提上海市制造业“双冠”,它可是鸿蒙座舱生态的核心玩家,生态链安全感拉满。国产自主可控,格局打开了。#博泰港股上市 #智能座舱 #博泰车联 #智能汽车 #AI #港股上市 #港股智能座舱第一股 #**鸿蒙
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硕果累累234
硕果累累234
·
2025-10-04
长期看好博泰车联 智能座舱出海红利马上就会体现,国内生态兼容性强,未来两年的财报值得关注 #博泰港股上市# #智能座舱# #博泰车联# #智能汽车# #AI# 港股上市# 港股智能座舱第一股# ** 鸿蒙#高通#
$博泰车联(02889)$
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硕果累累234
硕果累累234
·
2025-09-30
难怪博泰首日能高开,基石阵容太硬了。地平线、北京金控这些产业和国资背景的玩家,直接锁了近44%的份额,加上中信证券这种保荐胜率高的机构护航,短期情绪有支撑。
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德国精工必须融合中国速度。而博泰车联,正是保时捷中国研发中心敢于接棒的最大底气。它被全球董事夏恪涵(Sajjad Khan)先生称为“速度最快、最具创新精神的”公司 。这次合作,是保时捷全球R&D体系的一次深刻变革,而博泰车联正是这场变革中,那个最关键、最富活力的中国变量。 <a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$</a> #智能座舱# #博泰车联# #智能汽车# #保时捷#","listText":"我们必须注意到一个关键背景:保时捷中国研发中心正获得更多现地研发和决策的授权。为什么?因为保时捷总部意识到,在汽车智能化这个赛道上,中国的创新速度和用户需求已经引领全球。 德国精工必须融合中国速度。而博泰车联,正是保时捷中国研发中心敢于接棒的最大底气。它被全球董事夏恪涵(Sajjad Khan)先生称为“速度最快、最具创新精神的”公司 。这次合作,是保时捷全球R&D体系的一次深刻变革,而博泰车联正是这场变革中,那个最关键、最富活力的中国变量。 <a href=\"https://laohu8.com/S/02889\">$博泰车联(02889)$</a> #智能座舱# #博泰车联# #智能汽车# #保时捷#","text":"我们必须注意到一个关键背景:保时捷中国研发中心正获得更多现地研发和决策的授权。为什么?因为保时捷总部意识到,在汽车智能化这个赛道上,中国的创新速度和用户需求已经引领全球。 德国精工必须融合中国速度。而博泰车联,正是保时捷中国研发中心敢于接棒的最大底气。它被全球董事夏恪涵(Sajjad Khan)先生称为“速度最快、最具创新精神的”公司 。这次合作,是保时捷全球R&D体系的一次深刻变革,而博泰车联正是这场变革中,那个最关键、最富活力的中国变量。 $博泰车联(02889)$ #智能座舱# #博泰车联# #智能汽车# 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#**鸿蒙","images":[{"img":"https://static.tigerbbs.com/6e99565fbabe5b3e6d383df40b2eaa42","width":"170","height":"114"},{"img":"https://static.tigerbbs.com/6d57625b05ad68e6cdb948639423422e","width":"152","height":"114"},{"img":"https://static.tigerbbs.com/656b52b77779b4025dbfdba87fea88a2","width":"182","height":"114"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489090015527688","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":485568952123856,"gmtCreate":1759576155708,"gmtModify":1759577460068,"author":{"id":"4222328379720090","authorId":"4222328379720090","name":"硕果累累234","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222328379720090","idStr":"4222328379720090"},"themes":[],"htmlText":"长期看好博泰车联 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$博泰车联(02889)$","images":[{"img":"https://static.tigerbbs.com/a66d9355f8b25bfa569563a17411aeb2","width":"1080","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/485568952123856","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4143340401812970","authorId":"4143340401812970","name":"荆轲打野","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4143340401812970","idStr":"4143340401812970"},"content":"D轮估值已近90亿,上市只是开始","text":"D轮估值已近90亿,上市只是开始","html":"D轮估值已近90亿,上市只是开始"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":484133871976880,"gmtCreate":1759225331674,"gmtModify":1759225497897,"author":{"id":"4222328379720090","authorId":"4222328379720090","name":"硕果累累234","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4222328379720090","idStr":"4222328379720090"},"themes":[],"htmlText":"难怪博泰首日能高开,基石阵容太硬了。地平线、北京金控这些产业和国资背景的玩家,直接锁了近44%的份额,加上中信证券这种保荐胜率高的机构护航,短期情绪有支撑。","listText":"难怪博泰首日能高开,基石阵容太硬了。地平线、北京金控这些产业和国资背景的玩家,直接锁了近44%的份额,加上中信证券这种保荐胜率高的机构护航,短期情绪有支撑。","text":"难怪博泰首日能高开,基石阵容太硬了。地平线、北京金控这些产业和国资背景的玩家,直接锁了近44%的份额,加上中信证券这种保荐胜率高的机构护航,短期情绪有支撑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484133871976880","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}