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初心落叶B冒
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初心落叶B冒
初心落叶B冒
·
22 minutes ago
$百望股份(06657)$
从SaaS到RaaS(结果即服务),百望这份白皮书戳中了痛点。不再卖软件,而是卖“合规结果”
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初心落叶B冒
初心落叶B冒
·
06-24 14:52
$赤子城科技(09911)$
有的时候,我还是很喜欢做些反人性的事,越跌越买
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88
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初心落叶B冒
初心落叶B冒
·
06-11
$桦欣控股(01657)$
讲句老实说,对比 Databricks 1340 亿美元嘅估值,今次收购方四方伟业 就算只拿到十分之一嘅估值溢价,股价上升空间都足以翻倍。呢项高科技资产迟早都会注入,而家就系趁机提前布局。
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149
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初心落叶B冒
初心落叶B冒
·
06-10
$比高集团(08220)$
今次合作解决咗 AI 侵权痛点,搞『授权—保护—审核—分发—变现』全链路!企业同个人都可以用,比高今次转型超成功,要向星爷致敬!
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600
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初心落叶B冒
初心落叶B冒
·
06-09
$云知声(09678)$
如果你在找能私有化或API调用、成本低、Agent能力强、还有垂直行业沉淀加持的国产基座模型,建议盯一下云知声U2。第一梯队能力加上务实落地路线,挺少见的组合。
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446
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初心落叶B冒
初心落叶B冒
·
06-09
$桦欣控股(01657)$
基本面还不错,可以持续观望
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410
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初心落叶B冒
初心落叶B冒
·
06-08
$桦欣控股(01657)$
要冲新高。
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初心落叶B冒
初心落叶B冒
·
06-08
$桦欣控股(01657)$
今日可唔可以冲到 80?
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402
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1
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初心落叶B冒
初心落叶B冒
·
06-08
$云知声(09678)$
国内大模型越来越卷了,云知声U2主打原生Agent+高Token价值,垂类医疗数据是它的护城河。09678拿着当中期逻辑看还行,就看Q3-Q4商业化数据跟不跟得上
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初心落叶B冒
初心落叶B冒
·
06-08
$桦欣控股(01657)$
桦欣控股(01667.HK→01657.HK)呢出戏先啱啱拉开序幕 —— 四方伟业后续会将数据智能业务逐步注入上市平台,依托港股做海外融资同全球化布局。先加自选睇实,睇注入进度再做打算。
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href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>有的时候,我还是很喜欢做些反人性的事,越跌越买","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>有的时候,我还是很喜欢做些反人性的事,越跌越买","text":"$赤子城科技(09911)$有的时候,我还是很喜欢做些反人性的事,越跌越买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578661690766480","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573902078699792,"gmtCreate":1781142526470,"gmtModify":1781142571394,"author":{"id":"4241824380986400","authorId":"4241824380986400","name":"初心落叶B冒","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241824380986400","authorIdStr":"4241824380986400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>讲句老实说,对比 Databricks 1340 亿美元嘅估值,今次收购方四方伟业 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href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a>如果你在找能私有化或API调用、成本低、Agent能力强、还有垂直行业沉淀加持的国产基座模型,建议盯一下云知声U2。第一梯队能力加上务实落地路线,挺少见的组合。","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a>如果你在找能私有化或API调用、成本低、Agent能力强、还有垂直行业沉淀加持的国产基座模型,建议盯一下云知声U2。第一梯队能力加上务实落地路线,挺少见的组合。","text":"$云知声(09678)$如果你在找能私有化或API调用、成本低、Agent能力强、还有垂直行业沉淀加持的国产基座模型,建议盯一下云知声U2。第一梯队能力加上务实落地路线,挺少见的组合。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573329175257408","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573167026222704,"gmtCreate":1780968573803,"gmtModify":1780970785803,"author":{"id":"4241824380986400","authorId":"4241824380986400","name":"初心落叶B冒","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241824380986400","authorIdStr":"4241824380986400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>基本面还不错,可以持续观望","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>基本面还不错,可以持续观望","text":"$桦欣控股(01657)$基本面还不错,可以持续观望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573167026222704","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572948290792056,"gmtCreate":1780902358953,"gmtModify":1780903357824,"author":{"id":"4241824380986400","authorId":"4241824380986400","name":"初心落叶B冒","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241824380986400","authorIdStr":"4241824380986400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>要冲新高。","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>要冲新高。","text":"$桦欣控股(01657)$要冲新高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572948290792056","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572936358821944,"gmtCreate":1780901672348,"gmtModify":1780903357439,"author":{"id":"4241824380986400","authorId":"4241824380986400","name":"初心落叶B冒","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241824380986400","authorIdStr":"4241824380986400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>今日可唔可以冲到 80?","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>今日可唔可以冲到 80?","text":"$桦欣控股(01657)$今日可唔可以冲到 80?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572936358821944","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572879700373616,"gmtCreate":1780885524781,"gmtModify":1780887535050,"author":{"id":"4241824380986400","authorId":"4241824380986400","name":"初心落叶B冒","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241824380986400","authorIdStr":"4241824380986400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a>国内大模型越来越卷了,云知声U2主打原生Agent+高Token价值,垂类医疗数据是它的护城河。09678拿着当中期逻辑看还行,就看Q3-Q4商业化数据跟不跟得上","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a>国内大模型越来越卷了,云知声U2主打原生Agent+高Token价值,垂类医疗数据是它的护城河。09678拿着当中期逻辑看还行,就看Q3-Q4商业化数据跟不跟得上","text":"$云知声(09678)$国内大模型越来越卷了,云知声U2主打原生Agent+高Token价值,垂类医疗数据是它的护城河。09678拿着当中期逻辑看还行,就看Q3-Q4商业化数据跟不跟得上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572879700373616","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572863309654224,"gmtCreate":1780881595662,"gmtModify":1780883593404,"author":{"id":"4241824380986400","authorId":"4241824380986400","name":"初心落叶B冒","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241824380986400","authorIdStr":"4241824380986400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>桦欣控股(01667.HK→01657.HK)呢出戏先啱啱拉开序幕 —— 四方伟业后续会将数据智能业务逐步注入上市平台,依托港股做海外融资同全球化布局。先加自选睇实,睇注入进度再做打算。","listText":"<a href=\"https://laohu8.com/S/01657\">$桦欣控股(01657)$</a>桦欣控股(01667.HK→01657.HK)呢出戏先啱啱拉开序幕 —— 四方伟业后续会将数据智能业务逐步注入上市平台,依托港股做海外融资同全球化布局。先加自选睇实,睇注入进度再做打算。","text":"$桦欣控股(01657)$桦欣控股(01667.HK→01657.HK)呢出戏先啱啱拉开序幕 —— 四方伟业后续会将数据智能业务逐步注入上市平台,依托港股做海外融资同全球化布局。先加自选睇实,睇注入进度再做打算。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572863309654224","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}