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数策财经
数策财经
·
08-11
$路特斯(LOT)$
$LOT 技术面全面转好：支撑稳固、抛压减轻、量价正向，1.03美元是下一个关键突破口
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数策财经
数策财经
·
08-11
$百望股份(06657)$
现在大模型能力趋同，能赢的是有行业数据和业务入口的。百望手里260亿张发票、1188万亿交易额、3000万企业客户，这数据护城河哪家模型公司比得了？
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455
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数策财经
数策财经
·
08-03
$百望股份(06657)$
金融AI中试基地这类信号，对百望真正有启发的不是“AI很热”，而是金融场景越来越需要可授权、可追溯、可验证的数据。谁能提供这层输入，谁在风控链条里才更有位置。
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617
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数策财经
数策财经
·
08-03
$云知声(09678)$
南宁联动东盟、厦门打造城市AI底座，两大项目场景不同均落地，说明产品适配多地政府数字化需求
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965
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数策财经
数策财经
·
07-29
$东阳光药(06887)$
回购，增持统统搞起，要发力了
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437
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编组 21备份 2
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数策财经
数策财经
·
07-27
$云知声(09678)$
盈喜+后面回购增持连发，时间点卡得挺密，至少管理层自己不悲观
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377
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数策财经
数策财经
·
07-24
$百望股份(06657)$
百望这类公司的关键，已经不是“能不能把票开出来”，而是能不能把票、税、交易、合规这些原始数据沉成一套可验证、可调用、可服务金融和企业决策的底层能力。真走到这一步，市场给它的理解就不会停留在工具层
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550
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编组 21备份 2
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数策财经
数策财经
·
07-24
$路特斯(LOT)$
长期坚持赛车赛事营销，传承F1赛事基因，赛道技术持续下放至民用车型。不断吸引年轻高净值消费群体，品牌年轻化转型成功，打开长期客户增量空间
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755
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数策财经
数策财经
·
07-22
$珞石机器人(03752)$
每一个需要物理交互的智能终端，理论上都缺不了珞石的机械臂
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1.17万
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数策财经
数策财经
·
07-17
$百望股份(06657)$
现在讲智能体，市场越来越不会只听模型参数了，还是得看背后有没有真实交易流和责任链。百望这点反而比纯概念公司更容易落地
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金融AI中试基地这类信号，对百望真正有启发的不是“AI很热”，而是金融场景越来越需要可授权、可追溯、可验证的数据。谁能提供这层输入，谁在风控链条里才更有位置。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/592674308969152","isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":592658508289416,"gmtCreate":1785720196826,"gmtModify":1785720199151,"author":{"id":"4241910580987920","authorId":"4241910580987920","name":"数策财经","avatar":"https://static.tigerbbs.com/4ff27ca2c58516373d3307fe1f16f4d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241910580987920","authorIdStr":"4241910580987920"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>南宁联动东盟、厦门打造城市AI底座，两大项目场景不同均落地，说明产品适配多地政府数字化需求","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>南宁联动东盟、厦门打造城市AI底座，两大项目场景不同均落地，说明产品适配多地政府数字化需求","text":"$云知声(09678)$ 南宁联动东盟、厦门打造城市AI底座，两大项目场景不同均落地，说明产品适配多地政府数字化需求","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/592658508289416","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591212002672728,"gmtCreate":1785305357358,"gmtModify":1785305359484,"author":{"id":"4241910580987920","authorId":"4241910580987920","name":"数策财经","avatar":"https://static.tigerbbs.com/4ff27ca2c58516373d3307fe1f16f4d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241910580987920","authorIdStr":"4241910580987920"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06887\">$东阳光药(06887)$ </a>回购，增持统统搞起，要发力了","listText":"<a href=\"https://laohu8.com/S/06887\">$东阳光药(06887)$ </a>回购，增持统统搞起，要发力了","text":"$东阳光药(06887)$ 回购，增持统统搞起，要发力了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591212002672728","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590323683631440,"gmtCreate":1785123466234,"gmtModify":1785123468714,"author":{"id":"4241910580987920","authorId":"4241910580987920","name":"数策财经","avatar":"https://static.tigerbbs.com/4ff27ca2c58516373d3307fe1f16f4d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241910580987920","authorIdStr":"4241910580987920"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>盈喜+后面回购增持连发，时间点卡得挺密，至少管理层自己不悲观","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$ </a>盈喜+后面回购增持连发，时间点卡得挺密，至少管理层自己不悲观","text":"$云知声(09678)$ 盈喜+后面回购增持连发，时间点卡得挺密，至少管理层自己不悲观","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590323683631440","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589165516641576,"gmtCreate":1784870742082,"gmtModify":1784870744617,"author":{"id":"4241910580987920","authorId":"4241910580987920","name":"数策财经","avatar":"https://static.tigerbbs.com/4ff27ca2c58516373d3307fe1f16f4d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241910580987920","authorIdStr":"4241910580987920"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>百望这类公司的关键，已经不是“能不能把票开出来”，而是能不能把票、税、交易、合规这些原始数据沉成一套可验证、可调用、可服务金融和企业决策的底层能力。真走到这一步，市场给它的理解就不会停留在工具层","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>百望这类公司的关键，已经不是“能不能把票开出来”，而是能不能把票、税、交易、合规这些原始数据沉成一套可验证、可调用、可服务金融和企业决策的底层能力。真走到这一步，市场给它的理解就不会停留在工具层","text":"$百望股份(06657)$ 百望这类公司的关键，已经不是“能不能把票开出来”，而是能不能把票、税、交易、合规这些原始数据沉成一套可验证、可调用、可服务金融和企业决策的底层能力。真走到这一步，市场给它的理解就不会停留在工具层","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589165516641576","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589131504591080,"gmtCreate":1784861033738,"gmtModify":1784861035835,"author":{"id":"4241910580987920","authorId":"4241910580987920","name":"数策财经","avatar":"https://static.tigerbbs.com/4ff27ca2c58516373d3307fe1f16f4d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241910580987920","authorIdStr":"4241910580987920"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LOT\">$路特斯(LOT)$ </a>长期坚持赛车赛事营销，传承F1赛事基因，赛道技术持续下放至民用车型。不断吸引年轻高净值消费群体，品牌年轻化转型成功，打开长期客户增量空间","listText":"<a href=\"https://laohu8.com/S/LOT\">$路特斯(LOT)$ </a>长期坚持赛车赛事营销，传承F1赛事基因，赛道技术持续下放至民用车型。不断吸引年轻高净值消费群体，品牌年轻化转型成功，打开长期客户增量空间","text":"$路特斯(LOT)$ 长期坚持赛车赛事营销，传承F1赛事基因，赛道技术持续下放至民用车型。不断吸引年轻高净值消费群体，品牌年轻化转型成功，打开长期客户增量空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589131504591080","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588502722212920,"gmtCreate":1784708860671,"gmtModify":1784708862998,"author":{"id":"4241910580987920","authorId":"4241910580987920","name":"数策财经","avatar":"https://static.tigerbbs.com/4ff27ca2c58516373d3307fe1f16f4d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241910580987920","authorIdStr":"4241910580987920"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03752\">$珞石机器人(03752)$ </a>每一个需要物理交互的智能终端，理论上都缺不了珞石的机械臂","listText":"<a href=\"https://laohu8.com/S/03752\">$珞石机器人(03752)$ </a>每一个需要物理交互的智能终端，理论上都缺不了珞石的机械臂","text":"$珞石机器人(03752)$ 每一个需要物理交互的智能终端，理论上都缺不了珞石的机械臂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588502722212920","isVote":1,"tweetType":1,"viewCount":11733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586659103232944,"gmtCreate":1784258755770,"gmtModify":1784258757766,"author":{"id":"4241910580987920","authorId":"4241910580987920","name":"数策财经","avatar":"https://static.tigerbbs.com/4ff27ca2c58516373d3307fe1f16f4d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241910580987920","authorIdStr":"4241910580987920"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>现在讲智能体，市场越来越不会只听模型参数了，还是得看背后有没有真实交易流和责任链。百望这点反而比纯概念公司更容易落地","listText":"<a href=\"https://laohu8.com/S/06657\">$百望股份(06657)$ </a>现在讲智能体，市场越来越不会只听模型参数了，还是得看背后有没有真实交易流和责任链。百望这点反而比纯概念公司更容易落地","text":"$百望股份(06657)$ 现在讲智能体，市场越来越不会只听模型参数了，还是得看背后有没有真实交易流和责任链。百望这点反而比纯概念公司更容易落地","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586659103232944","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}