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刚睡醒啊
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刚睡醒啊
刚睡醒啊
·
09-10 11:12
$大唐黄金(08299)$
利润跟着金价走，8月黄金ETF迎来大额净流入，不少机构资金在加码黄金，高盛把年底金价预期给到4900美元。再加上旗下矿山产能慢慢释放，中长期是有催化的，短期行情主要还是看金价情绪回暖
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刚睡醒啊
刚睡醒啊
·
09-10 10:17
$迅策(03317)$
业务从实时数据，现在打算往算力方向布局。准备搞AI算力中心，数据+算力一起推进，原有Token业务叠加算力，业务方向打开了不少。
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刚睡醒啊
刚睡醒啊
·
08-25
$大唐黄金(08299)$
连着涨了一波，眼下进入蓄势休整。金价这边的大环境还算给力，本身也有博弈空间。后面怎么走，主要看资金认不认可，还有产能能不能按预期落地。
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541
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刚睡醒啊
刚睡醒啊
·
08-25
$迅策(03317)$
这份中报能看得出来，业务向外扩张，研发投入保持高位，盘子做大后规模效应逐步显现，终于摆脱长期亏损局面，毛利率也维持在不错水平。
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509
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刚睡醒啊
刚睡醒啊
·
08-13
$大唐黄金(08299)$
7月CPI回落，加息预期走弱稳住金价，公司6月底完成宁陕金矿收购，7月金矿开始试运营，老矿500吨技改本月落地，千吨选矿线年底完工，自产金持续放量，近两年业绩稳步增长，全自产的模式，最容易吃到金价上行的红利
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刚睡醒啊
刚睡醒啊
·
08-13
$迅策(03317)$
8.21审议半年报+中期股息，上半年扭亏大赚，Token业务爆发，现金充足，派息预期拉满
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577
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刚睡醒啊
刚睡醒啊
·
07-30
$迅策(03317)$
鸿蒙合作落地，数据业务一直在推进，眼下跟着盘面情绪持续回落，行业大方向没出状况，就等着市场气氛慢慢回暖
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877
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刚睡醒啊
刚睡醒啊
·
07-24
$大唐黄金(08299)$
油价直接破百推升通胀预期，加息预期压着金价短期回调，金价若反弹，黄金股往往也会同步走出行情，等下周议息落地再看
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510
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刚睡醒啊
刚睡醒啊
·
07-23
$剂泰科技-P(07666)$
大宗有大单批量接货，看得出来大资金长期看好公司后续商业化落地，现在筹码在慢慢换手，外面浮动的散筹越来越少，机构拿长线底仓的比例在稳步抬升
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刚睡醒啊
刚睡醒啊
·
07-17
$迅策(03317)$
智谱带头往下砸，搞得整个AI板块都跟着遭殃
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利润跟着金价走，8月黄金ETF迎来大额净流入，不少机构资金在加码黄金，高盛把年底金价预期给到4900美元。再加上旗下矿山产能慢慢释放，中长期是有催化的，短期行情主要还是看金价情绪回暖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606097226539968","isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606083706549344,"gmtCreate":1789006659650,"gmtModify":1789006661737,"author":{"id":"4235307604921760","authorId":"4235307604921760","name":"刚睡醒啊","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235307604921760","idStr":"4235307604921760"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 业务从实时数据，现在打算往算力方向布局。准备搞AI算力中心，数据+算力一起推进，原有Token业务叠加算力，业务方向打开了不少。","listText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 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7月CPI回落，加息预期走弱稳住金价，公司6月底完成宁陕金矿收购，7月金矿开始试运营，老矿500吨技改本月落地，千吨选矿线年底完工，自产金持续放量，近两年业绩稳步增长，全自产的模式，最容易吃到金价上行的红利","listText":"<a href=\"https://laohu8.com/S/08299\">$大唐黄金(08299)$ </a> 7月CPI回落，加息预期走弱稳住金价，公司6月底完成宁陕金矿收购，7月金矿开始试运营，老矿500吨技改本月落地，千吨选矿线年底完工，自产金持续放量，近两年业绩稳步增长，全自产的模式，最容易吃到金价上行的红利","text":"$大唐黄金(08299)$ 7月CPI回落，加息预期走弱稳住金价，公司6月底完成宁陕金矿收购，7月金矿开始试运营，老矿500吨技改本月落地，千吨选矿线年底完工，自产金持续放量，近两年业绩稳步增长，全自产的模式，最容易吃到金价上行的红利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596279550452824","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596273103794208,"gmtCreate":1786591921700,"gmtModify":1786591923921,"author":{"id":"4235307604921760","authorId":"4235307604921760","name":"刚睡醒啊","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235307604921760","idStr":"4235307604921760"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 8.21审议半年报+中期股息，上半年扭亏大赚，Token业务爆发，现金充足，派息预期拉满","listText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 8.21审议半年报+中期股息，上半年扭亏大赚，Token业务爆发，现金充足，派息预期拉满","text":"$迅策(03317)$ 8.21审议半年报+中期股息，上半年扭亏大赚，Token业务爆发，现金充足，派息预期拉满","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596273103794208","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591438728258816,"gmtCreate":1785395927212,"gmtModify":1785395929863,"author":{"id":"4235307604921760","authorId":"4235307604921760","name":"刚睡醒啊","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235307604921760","idStr":"4235307604921760"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 鸿蒙合作落地，数据业务一直在推进，眼下跟着盘面情绪持续回落，行业大方向没出状况，就等着市场气氛慢慢回暖","listText":"<a href=\"https://laohu8.com/S/03317\">$迅策(03317)$ </a> 鸿蒙合作落地，数据业务一直在推进，眼下跟着盘面情绪持续回落，行业大方向没出状况，就等着市场气氛慢慢回暖","text":"$迅策(03317)$ 鸿蒙合作落地，数据业务一直在推进，眼下跟着盘面情绪持续回落，行业大方向没出状况，就等着市场气氛慢慢回暖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591438728258816","isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589139950452880,"gmtCreate":1784864512133,"gmtModify":1784864514363,"author":{"id":"4235307604921760","authorId":"4235307604921760","name":"刚睡醒啊","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235307604921760","idStr":"4235307604921760"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08299\">$大唐黄金(08299)$ </a> 油价直接破百推升通胀预期，加息预期压着金价短期回调，金价若反弹，黄金股往往也会同步走出行情，等下周议息落地再看","listText":"<a href=\"https://laohu8.com/S/08299\">$大唐黄金(08299)$ </a> 油价直接破百推升通胀预期，加息预期压着金价短期回调，金价若反弹，黄金股往往也会同步走出行情，等下周议息落地再看","text":"$大唐黄金(08299)$ 油价直接破百推升通胀预期，加息预期压着金价短期回调，金价若反弹，黄金股往往也会同步走出行情，等下周议息落地再看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589139950452880","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588816049352728,"gmtCreate":1784784015424,"gmtModify":1784784017566,"author":{"id":"4235307604921760","authorId":"4235307604921760","name":"刚睡醒啊","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235307604921760","idStr":"4235307604921760"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07666\">$剂泰科技-P(07666)$ </a> 大宗有大单批量接货，看得出来大资金长期看好公司后续商业化落地，现在筹码在慢慢换手，外面浮动的散筹越来越少，机构拿长线底仓的比例在稳步抬升","listText":"<a href=\"https://laohu8.com/S/07666\">$剂泰科技-P(07666)$ </a> 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