+关注
石小杰V
中国煤矿文工团说唱团团长、著名相声演员
IP属地:江苏
31
关注
16
粉丝
0
主题
0
勋章
主贴
热门
石小杰V
12-19
$地平线机器人-W(09660)$
我发现地平线的技术在复杂路况下的表现特别好呀,就拿SuperDrive来说,面对重庆的立体式急弯狭坡、广州的繁忙商业街等各种复杂道路拓扑,还有不同城市多样化的交通生态,都能游刃有余地通过,这技术实力不用多说了
石小杰V
11-19
$小米集团-W(01810)$
简单算了一下,小米单车亏损同比缩减了40%多,还是得做规模啊
石小杰V
10-28
$地平线机器人-W(09660)$
地平线这次港股IPO,技术积累是关键,但市场接受度也是一大考验。毕竟,智能驾驶技术再牛,也得消费者买单才行啊。地平线拥有庞大的全球客户群。上汽集团、广汽集团、比亚迪、理想、蔚来都是其主要客户。说白了国内电车再卷也是给地平线打工的。
石小杰V
08-15
$联想集团(00992)$
AI PC和服务器两者并不直接形成冲突,二者一齐加速的阶段不远了,联想集团这样参与算力供应的服务商也该迎来新一轮增长了。
石小杰V
08-09
$联想集团(00992)$
现在联想的发展势头是:PC份额全球第一,“设备+云”和“基础设施+云”以及智能化解决方案全面发展,全面AI特性正在构建联想的核心竞争力。
石小杰V
07-19
$联想集团(00992)$
现在市场上多头还是聚集在业绩线上,避险情绪很高,在高科技成长板块上,消费电子、算力是确定性最高的,联想是这两块都有,怪不得股价韧性这么足。
石小杰V
07-05
$联想集团(00992)$
看联想的图形,其实做波段是比较舒服的,而且走的是波段向上,一浪高过一浪,只要AI PC和业绩预期还在,这个趋势就不会改变。
石小杰V
07-04
$嘀嗒出行(02559)$
嘀嗒出行连续三年盈利,现在国内的顺风车市场已经很少见了
石小杰V
06-28
$嘀嗒出行(02559)$
要我说,股市震荡便是机会,就看抓不抓得住了
石小杰V
06-27
$嘀嗒出行(02559)$
顺风车的故事还长着呢,精辟的分析受益匪浅[强]
@惠星的财报解读:新股分析 | 嘀嗒出行认购火热:中间定价+绿鞋机制,盈亏比拉满!可以长期持有的稀缺标的
石小杰V
06-25
嘀嗒出行IPO数据显示,近三年营收分别为7.8亿元、5.7亿元和8.2亿元,至少盈利能力还是值得认可的
$嘀嗒出行(02559)$
石小杰V
06-21
$联想集团(00992)$
现在联想的三大业务都离不开AI了,当然这也与联想的混合式AI的布局相吻合,反过来想,现在联想三大业务的业绩都是稳中向好,恰恰证明了混合式AI的正确性。
石小杰V
06-12
$车车科技(CCG)$
车车科技一季度公告重点提及新能源汽车保单数11.9万单,同比增长124.5%;新能源车险保费3.7亿元,同比增长78.5%,看来车车是准备在新能源方面突围,选好品,站好队,才能吃上肉!
石小杰V
06-04
$车车科技(CCG)$
2块入手的,现在一直跌,果断补仓,拉平一下,坚信会大涨,因为看新能源汽车的销量仍然保持两位数的增长,说明依然有购车需求啊。
石小杰V
05-29
$车车科技(CCG)$
新能源汽车这回是走在了时代前沿,他们给传统车险服务来个大升级,不光是车险、车商,连网约车、修理厂都覆盖了,真的需要数字化系统来跟上步伐。
石小杰V
05-22
车车科技的技术研发投入持续增加,这表明公司对技术创新的重视,持续的研发投入是保持竞争力的关键,公司可以通过不断优化其技术产品,提升服务能力,有望在保险科技领域取得更大的突破。
$车车科技(CCG)$
石小杰V
05-20
$联想集团(00992)$
股价在4月19日后止跌回升,走出一波26%的上升,并重新站上了各主要平均线。STC%K线持续高于%D线,MACD牛差距也在扩大,这些技术指标都表明股价短期内可能还有上涨的空间。
石小杰V
05-03
$联想集团(00992)$
联想真AI PC的真,关键不仅是CPU/GPU/NPU等硬件算力配置的提升,更在于通过AI大模型的本地化、个人化,将多元大模型能力打造成能够胜任多维任务的个人智能体软实力,把生成式AI的能力真正下放到每一个“打工人”,在保护个人/企业组织数据及隐私的前提下,真正带动数智生产力的跃升,满足这种需求的价值是无可估量的。
石小杰V
04-25
上周TW大会上的那条机器狗,乍看只是觉得好玩儿,看过介绍才知道它原来那么厉害,不仅通过性、稳定性和负载力更强了,而且有了AI加持,它能“听得懂人话,会设计任务,还能知错必改”,不得不说这更符合数智化生产的需要,背后的技术不得不说很牛!
$联想集团(00992)$
石小杰V
04-15
看了BitFuFu的财报,觉得这家公司正在朝着正确的方向前进![强][强]
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3545136947485458","uuid":"3545136947485458","gmtCreate":1583054249536,"gmtModify":1706620600825,"name":"石小杰V","pinyin":"sxjvshixiaojiev","introduction":"","introductionEn":"","signature":"中国煤矿文工团说唱团团长、著名相声演员","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":16,"headSize":31,"tweetSize":140,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":383159000916280,"gmtCreate":1734573935338,"gmtModify":1734573937001,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>我发现地平线的技术在复杂路况下的表现特别好呀,就拿SuperDrive来说,面对重庆的立体式急弯狭坡、广州的繁忙商业街等各种复杂道路拓扑,还有不同城市多样化的交通生态,都能游刃有余地通过,这技术实力不用多说了","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>我发现地平线的技术在复杂路况下的表现特别好呀,就拿SuperDrive来说,面对重庆的立体式急弯狭坡、广州的繁忙商业街等各种复杂道路拓扑,还有不同城市多样化的交通生态,都能游刃有余地通过,这技术实力不用多说了","text":"$地平线机器人-W(09660)$我发现地平线的技术在复杂路况下的表现特别好呀,就拿SuperDrive来说,面对重庆的立体式急弯狭坡、广州的繁忙商业街等各种复杂道路拓扑,还有不同城市多样化的交通生态,都能游刃有余地通过,这技术实力不用多说了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383159000916280","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372713933066328,"gmtCreate":1732004134258,"gmtModify":1732004135707,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>简单算了一下,小米单车亏损同比缩减了40%多,还是得做规模啊","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>简单算了一下,小米单车亏损同比缩减了40%多,还是得做规模啊","text":"$小米集团-W(01810)$简单算了一下,小米单车亏损同比缩减了40%多,还是得做规模啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372713933066328","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494195643077345","authorId":"3494195643077345","name":"为了买米","avatar":"https://static.tigerbbs.com/b8df6a61eea59046d95d6fbc1df8434f","crmLevel":5,"crmLevelSwitch":0,"idStr":"3494195643077345","authorIdStr":"3494195643077345"},"content":"27年开始盈利,确定性很大","text":"27年开始盈利,确定性很大","html":"27年开始盈利,确定性很大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364921788055784,"gmtCreate":1730102403988,"gmtModify":1730102407718,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地平线这次港股IPO,技术积累是关键,但市场接受度也是一大考验。毕竟,智能驾驶技术再牛,也得消费者买单才行啊。地平线拥有庞大的全球客户群。上汽集团、广汽集团、比亚迪、理想、蔚来都是其主要客户。说白了国内电车再卷也是给地平线打工的。","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>地平线这次港股IPO,技术积累是关键,但市场接受度也是一大考验。毕竟,智能驾驶技术再牛,也得消费者买单才行啊。地平线拥有庞大的全球客户群。上汽集团、广汽集团、比亚迪、理想、蔚来都是其主要客户。说白了国内电车再卷也是给地平线打工的。","text":"$地平线机器人-W(09660)$地平线这次港股IPO,技术积累是关键,但市场接受度也是一大考验。毕竟,智能驾驶技术再牛,也得消费者买单才行啊。地平线拥有庞大的全球客户群。上汽集团、广汽集团、比亚迪、理想、蔚来都是其主要客户。说白了国内电车再卷也是给地平线打工的。","images":[{"img":"https://static.tigerbbs.com/ec0955714ae65013266a1114441235b3","width":"520","height":"250"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364921788055784","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":338761366376504,"gmtCreate":1723709567940,"gmtModify":1723709569663,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>AI PC和服务器两者并不直接形成冲突,二者一齐加速的阶段不远了,联想集团这样参与算力供应的服务商也该迎来新一轮增长了。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>AI PC和服务器两者并不直接形成冲突,二者一齐加速的阶段不远了,联想集团这样参与算力供应的服务商也该迎来新一轮增长了。","text":"$联想集团(00992)$AI PC和服务器两者并不直接形成冲突,二者一齐加速的阶段不远了,联想集团这样参与算力供应的服务商也该迎来新一轮增长了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338761366376504","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336406426137064,"gmtCreate":1723168336491,"gmtModify":1723168338276,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 现在联想的发展势头是:PC份额全球第一,“设备+云”和“基础设施+云”以及智能化解决方案全面发展,全面AI特性正在构建联想的核心竞争力。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 现在联想的发展势头是:PC份额全球第一,“设备+云”和“基础设施+云”以及智能化解决方案全面发展,全面AI特性正在构建联想的核心竞争力。","text":"$联想集团(00992)$ 现在联想的发展势头是:PC份额全球第一,“设备+云”和“基础设施+云”以及智能化解决方案全面发展,全面AI特性正在构建联想的核心竞争力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336406426137064","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329030501662720,"gmtCreate":1721353858454,"gmtModify":1721353859951,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 现在市场上多头还是聚集在业绩线上,避险情绪很高,在高科技成长板块上,消费电子、算力是确定性最高的,联想是这两块都有,怪不得股价韧性这么足。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 现在市场上多头还是聚集在业绩线上,避险情绪很高,在高科技成长板块上,消费电子、算力是确定性最高的,联想是这两块都有,怪不得股价韧性这么足。","text":"$联想集团(00992)$ 现在市场上多头还是聚集在业绩线上,避险情绪很高,在高科技成长板块上,消费电子、算力是确定性最高的,联想是这两块都有,怪不得股价韧性这么足。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329030501662720","isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324152138158384,"gmtCreate":1720144648611,"gmtModify":1720144650115,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 看联想的图形,其实做波段是比较舒服的,而且走的是波段向上,一浪高过一浪,只要AI PC和业绩预期还在,这个趋势就不会改变。","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 看联想的图形,其实做波段是比较舒服的,而且走的是波段向上,一浪高过一浪,只要AI PC和业绩预期还在,这个趋势就不会改变。","text":"$联想集团(00992)$ 看联想的图形,其实做波段是比较舒服的,而且走的是波段向上,一浪高过一浪,只要AI PC和业绩预期还在,这个趋势就不会改变。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324152138158384","isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323908989026608,"gmtCreate":1720085286030,"gmtModify":1720085288937,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 嘀嗒出行连续三年盈利,现在国内的顺风车市场已经很少见了","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 嘀嗒出行连续三年盈利,现在国内的顺风车市场已经很少见了","text":"$嘀嗒出行(02559)$ 嘀嗒出行连续三年盈利,现在国内的顺风车市场已经很少见了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323908989026608","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321732067795128,"gmtCreate":1719556881285,"gmtModify":1719569302016,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 要我说,股市震荡便是机会,就看抓不抓得住了","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 要我说,股市震荡便是机会,就看抓不抓得住了","text":"$嘀嗒出行(02559)$ 要我说,股市震荡便是机会,就看抓不抓得住了","images":[{"img":"https://static.tigerbbs.com/e80dac951b791e69efb79bf3a0bc7056","width":"521","height":"526"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321732067795128","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321336584405128,"gmtCreate":1719481677288,"gmtModify":1719481678984,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$ </a>顺风车的故事还长着呢,精辟的分析受益匪浅[强]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$ </a>顺风车的故事还长着呢,精辟的分析受益匪浅[强]","text":"$嘀嗒出行(02559)$ 顺风车的故事还长着呢,精辟的分析受益匪浅[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321336584405128","repostId":"321338321309704","repostType":1,"repost":{"id":321338321309704,"gmtCreate":1719480466326,"gmtModify":1719481804841,"author":{"id":"7437519797841473","authorId":"7437519797841473","name":"惠星的财报解读","avatar":"https://static.tigerbbs.com/96f75a06036487776d237294b5a1174e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"7437519797841473","authorIdStr":"7437519797841473"},"themes":[],"title":"新股分析 | 嘀嗒出行认购火热:中间定价+绿鞋机制,盈亏比拉满!可以长期持有的稀缺标的","htmlText":"资本市场是对故事有所钟爱的温床,在出行市场,你方唱罢我登场,传统出租车、网约车的故事讲的差不多了,轮到顺风车登台表演。 顺风车平台巨头嘀嗒出行今年3月再次向港交所递交主板上市申请,6月20日,专注顺风车和出租车数字化转型的嘀嗒出行正式启动IPO公开招股,并将在6月28日在港交所上市,嘀嗒出行也来到了新的发展阶段。 嘀嗒出行认购火热:市场对其独特价值的高度认可 资本市场是感性的,容易被故事所打动,愿意为美好的故事买单。同时也是理性的,特别是 香港以机构投资者为主,如果这些投资者觉得嘀嗒不符合他们的预期,就会降低对嘀嗒出行 的认购估值,从而影响其募集资金的金额。 相反,现在认购火热,各平台预测的认购情况,均显示超百倍认购,恰恰说明市场认可嘀嗒的价值。如果说中段定价6元后,市值为60亿港币,刚好在港股通门槛之上。再加绿鞋机制护盘,明眼人一下就可以看到dida的目标是6月底要冲刺港股通。结合未来业绩预测,股价增长空间大。 融资方面,除了蔚来、易车、IDG资本、崇德资本、高瓴资本、京东、携程等一众大佬,本次香港公开发售390.95万股,平台显示预计超额认购了200多倍,资金的火热,恰恰说明市场认可嘀嗒的价值,中签通知大家应该也看到了,中签率的话大概是二十中一,基本符合市场上的预期。 接下来就是等暗盘怎么走了,个人觉得大概率是有肉吃的,要稳住!理由有四: 1、市场消息显示定价6元,选择中间定价,符合港股通标准,直接先来个港股通预期; 2、绿鞋机制,建立在港股通的预期之上,基本排除了破发的可能性,破发基本上就不能满足港股通的标准,确保了较高的盈亏比; 3、顺风车领域还没有上市可以对比的标的,稀缺性打满,共享出行第一股的故事值得一搏。 4、基本面优秀,可持续的盈利能力以及顺风车行业未来的空间足以支持嘀嗒的股价长期向上。 尤其是出色的基本面和顺风车市场未来的故事,是可以支持做嘀嗒长期股东的,","listText":"资本市场是对故事有所钟爱的温床,在出行市场,你方唱罢我登场,传统出租车、网约车的故事讲的差不多了,轮到顺风车登台表演。 顺风车平台巨头嘀嗒出行今年3月再次向港交所递交主板上市申请,6月20日,专注顺风车和出租车数字化转型的嘀嗒出行正式启动IPO公开招股,并将在6月28日在港交所上市,嘀嗒出行也来到了新的发展阶段。 嘀嗒出行认购火热:市场对其独特价值的高度认可 资本市场是感性的,容易被故事所打动,愿意为美好的故事买单。同时也是理性的,特别是 香港以机构投资者为主,如果这些投资者觉得嘀嗒不符合他们的预期,就会降低对嘀嗒出行 的认购估值,从而影响其募集资金的金额。 相反,现在认购火热,各平台预测的认购情况,均显示超百倍认购,恰恰说明市场认可嘀嗒的价值。如果说中段定价6元后,市值为60亿港币,刚好在港股通门槛之上。再加绿鞋机制护盘,明眼人一下就可以看到dida的目标是6月底要冲刺港股通。结合未来业绩预测,股价增长空间大。 融资方面,除了蔚来、易车、IDG资本、崇德资本、高瓴资本、京东、携程等一众大佬,本次香港公开发售390.95万股,平台显示预计超额认购了200多倍,资金的火热,恰恰说明市场认可嘀嗒的价值,中签通知大家应该也看到了,中签率的话大概是二十中一,基本符合市场上的预期。 接下来就是等暗盘怎么走了,个人觉得大概率是有肉吃的,要稳住!理由有四: 1、市场消息显示定价6元,选择中间定价,符合港股通标准,直接先来个港股通预期; 2、绿鞋机制,建立在港股通的预期之上,基本排除了破发的可能性,破发基本上就不能满足港股通的标准,确保了较高的盈亏比; 3、顺风车领域还没有上市可以对比的标的,稀缺性打满,共享出行第一股的故事值得一搏。 4、基本面优秀,可持续的盈利能力以及顺风车行业未来的空间足以支持嘀嗒的股价长期向上。 尤其是出色的基本面和顺风车市场未来的故事,是可以支持做嘀嗒长期股东的,","text":"资本市场是对故事有所钟爱的温床,在出行市场,你方唱罢我登场,传统出租车、网约车的故事讲的差不多了,轮到顺风车登台表演。 顺风车平台巨头嘀嗒出行今年3月再次向港交所递交主板上市申请,6月20日,专注顺风车和出租车数字化转型的嘀嗒出行正式启动IPO公开招股,并将在6月28日在港交所上市,嘀嗒出行也来到了新的发展阶段。 嘀嗒出行认购火热:市场对其独特价值的高度认可 资本市场是感性的,容易被故事所打动,愿意为美好的故事买单。同时也是理性的,特别是 香港以机构投资者为主,如果这些投资者觉得嘀嗒不符合他们的预期,就会降低对嘀嗒出行 的认购估值,从而影响其募集资金的金额。 相反,现在认购火热,各平台预测的认购情况,均显示超百倍认购,恰恰说明市场认可嘀嗒的价值。如果说中段定价6元后,市值为60亿港币,刚好在港股通门槛之上。再加绿鞋机制护盘,明眼人一下就可以看到dida的目标是6月底要冲刺港股通。结合未来业绩预测,股价增长空间大。 融资方面,除了蔚来、易车、IDG资本、崇德资本、高瓴资本、京东、携程等一众大佬,本次香港公开发售390.95万股,平台显示预计超额认购了200多倍,资金的火热,恰恰说明市场认可嘀嗒的价值,中签通知大家应该也看到了,中签率的话大概是二十中一,基本符合市场上的预期。 接下来就是等暗盘怎么走了,个人觉得大概率是有肉吃的,要稳住!理由有四: 1、市场消息显示定价6元,选择中间定价,符合港股通标准,直接先来个港股通预期; 2、绿鞋机制,建立在港股通的预期之上,基本排除了破发的可能性,破发基本上就不能满足港股通的标准,确保了较高的盈亏比; 3、顺风车领域还没有上市可以对比的标的,稀缺性打满,共享出行第一股的故事值得一搏。 4、基本面优秀,可持续的盈利能力以及顺风车行业未来的空间足以支持嘀嗒的股价长期向上。 尤其是出色的基本面和顺风车市场未来的故事,是可以支持做嘀嗒长期股东的,","images":[{"img":"https://static.tigerbbs.com/a8f1238f2922634ed72e33b89554e002","width":"1200","height":"800"},{"img":"https://static.tigerbbs.com/fe880e20b1070f3ae5747898fe9c93e4","width":"497","height":"959"},{"img":"https://static.tigerbbs.com/6889536a3438e26c212cfe91d4ba9950","width":"1053","height":"612"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321338321309704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320562585936048,"gmtCreate":1719294948719,"gmtModify":1719296584512,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"嘀嗒出行IPO数据显示,近三年营收分别为7.8亿元、5.7亿元和8.2亿元,至少盈利能力还是值得认可的 <a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>","listText":"嘀嗒出行IPO数据显示,近三年营收分别为7.8亿元、5.7亿元和8.2亿元,至少盈利能力还是值得认可的 <a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>","text":"嘀嗒出行IPO数据显示,近三年营收分别为7.8亿元、5.7亿元和8.2亿元,至少盈利能力还是值得认可的 $嘀嗒出行(02559)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320562585936048","isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319167500714280,"gmtCreate":1718935327892,"gmtModify":1718935458355,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>现在联想的三大业务都离不开AI了,当然这也与联想的混合式AI的布局相吻合,反过来想,现在联想三大业务的业绩都是稳中向好,恰恰证明了混合式AI的正确性。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>现在联想的三大业务都离不开AI了,当然这也与联想的混合式AI的布局相吻合,反过来想,现在联想三大业务的业绩都是稳中向好,恰恰证明了混合式AI的正确性。","text":"$联想集团(00992)$ 现在联想的三大业务都离不开AI了,当然这也与联想的混合式AI的布局相吻合,反过来想,现在联想三大业务的业绩都是稳中向好,恰恰证明了混合式AI的正确性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319167500714280","isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316028329705808,"gmtCreate":1718170575533,"gmtModify":1718170579829,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>车车科技一季度公告重点提及新能源汽车保单数11.9万单,同比增长124.5%;新能源车险保费3.7亿元,同比增长78.5%,看来车车是准备在新能源方面突围,选好品,站好队,才能吃上肉!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>车车科技一季度公告重点提及新能源汽车保单数11.9万单,同比增长124.5%;新能源车险保费3.7亿元,同比增长78.5%,看来车车是准备在新能源方面突围,选好品,站好队,才能吃上肉!","text":"$车车科技(CCG)$ 车车科技一季度公告重点提及新能源汽车保单数11.9万单,同比增长124.5%;新能源车险保费3.7亿元,同比增长78.5%,看来车车是准备在新能源方面突围,选好品,站好队,才能吃上肉!","images":[{"img":"https://static.tigerbbs.com/d56ee8fd61e257484526a4d0d31d8d26","width":"484","height":"268"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316028329705808","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":313199470993664,"gmtCreate":1717480568051,"gmtModify":1717480570221,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>2块入手的,现在一直跌,果断补仓,拉平一下,坚信会大涨,因为看新能源汽车的销量仍然保持两位数的增长,说明依然有购车需求啊。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>2块入手的,现在一直跌,果断补仓,拉平一下,坚信会大涨,因为看新能源汽车的销量仍然保持两位数的增长,说明依然有购车需求啊。","text":"$车车科技(CCG)$ 2块入手的,现在一直跌,果断补仓,拉平一下,坚信会大涨,因为看新能源汽车的销量仍然保持两位数的增长,说明依然有购车需求啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313199470993664","isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581234477771391","authorId":"3581234477771391","name":"聚雅霏","avatar":"https://static.tigerbbs.com/2be2a8a51c75703fcce11c6a2ad400b4","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581234477771391","authorIdStr":"3581234477771391"},"content":"看这趋势感觉还会跌…我也买了几百股,坐等反弹 [捂脸]","text":"看这趋势感觉还会跌…我也买了几百股,坐等反弹 [捂脸]","html":"看这趋势感觉还会跌…我也买了几百股,坐等反弹 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311018095722624,"gmtCreate":1716959810121,"gmtModify":1716959811954,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>新能源汽车这回是走在了时代前沿,他们给传统车险服务来个大升级,不光是车险、车商,连网约车、修理厂都覆盖了,真的需要数字化系统来跟上步伐。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>新能源汽车这回是走在了时代前沿,他们给传统车险服务来个大升级,不光是车险、车商,连网约车、修理厂都覆盖了,真的需要数字化系统来跟上步伐。","text":"$车车科技(CCG)$ 新能源汽车这回是走在了时代前沿,他们给传统车险服务来个大升级,不光是车险、车商,连网约车、修理厂都覆盖了,真的需要数字化系统来跟上步伐。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311018095722624","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308538228646080,"gmtCreate":1716348653386,"gmtModify":1716348655159,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"车车科技的技术研发投入持续增加,这表明公司对技术创新的重视,持续的研发投入是保持竞争力的关键,公司可以通过不断优化其技术产品,提升服务能力,有望在保险科技领域取得更大的突破。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"车车科技的技术研发投入持续增加,这表明公司对技术创新的重视,持续的研发投入是保持竞争力的关键,公司可以通过不断优化其技术产品,提升服务能力,有望在保险科技领域取得更大的突破。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"车车科技的技术研发投入持续增加,这表明公司对技术创新的重视,持续的研发投入是保持竞争力的关键,公司可以通过不断优化其技术产品,提升服务能力,有望在保险科技领域取得更大的突破。$车车科技(CCG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308538228646080","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307753219653920,"gmtCreate":1716169742470,"gmtModify":1716169744186,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>股价在4月19日后止跌回升,走出一波26%的上升,并重新站上了各主要平均线。STC%K线持续高于%D线,MACD牛差距也在扩大,这些技术指标都表明股价短期内可能还有上涨的空间。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>股价在4月19日后止跌回升,走出一波26%的上升,并重新站上了各主要平均线。STC%K线持续高于%D线,MACD牛差距也在扩大,这些技术指标都表明股价短期内可能还有上涨的空间。","text":"$联想集团(00992)$ 股价在4月19日后止跌回升,走出一波26%的上升,并重新站上了各主要平均线。STC%K线持续高于%D线,MACD牛差距也在扩大,这些技术指标都表明股价短期内可能还有上涨的空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307753219653920","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301853323329824,"gmtCreate":1714700746499,"gmtModify":1714701866694,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想真AI PC的真,关键不仅是CPU/GPU/NPU等硬件算力配置的提升,更在于通过AI大模型的本地化、个人化,将多元大模型能力打造成能够胜任多维任务的个人智能体软实力,把生成式AI的能力真正下放到每一个“打工人”,在保护个人/企业组织数据及隐私的前提下,真正带动数智生产力的跃升,满足这种需求的价值是无可估量的。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>联想真AI PC的真,关键不仅是CPU/GPU/NPU等硬件算力配置的提升,更在于通过AI大模型的本地化、个人化,将多元大模型能力打造成能够胜任多维任务的个人智能体软实力,把生成式AI的能力真正下放到每一个“打工人”,在保护个人/企业组织数据及隐私的前提下,真正带动数智生产力的跃升,满足这种需求的价值是无可估量的。","text":"$联想集团(00992)$ 联想真AI PC的真,关键不仅是CPU/GPU/NPU等硬件算力配置的提升,更在于通过AI大模型的本地化、个人化,将多元大模型能力打造成能够胜任多维任务的个人智能体软实力,把生成式AI的能力真正下放到每一个“打工人”,在保护个人/企业组织数据及隐私的前提下,真正带动数智生产力的跃升,满足这种需求的价值是无可估量的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301853323329824","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298924242153672,"gmtCreate":1714008927477,"gmtModify":1714008929380,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"上周TW大会上的那条机器狗,乍看只是觉得好玩儿,看过介绍才知道它原来那么厉害,不仅通过性、稳定性和负载力更强了,而且有了AI加持,它能“听得懂人话,会设计任务,还能知错必改”,不得不说这更符合数智化生产的需要,背后的技术不得不说很牛!<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"上周TW大会上的那条机器狗,乍看只是觉得好玩儿,看过介绍才知道它原来那么厉害,不仅通过性、稳定性和负载力更强了,而且有了AI加持,它能“听得懂人话,会设计任务,还能知错必改”,不得不说这更符合数智化生产的需要,背后的技术不得不说很牛!<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"上周TW大会上的那条机器狗,乍看只是觉得好玩儿,看过介绍才知道它原来那么厉害,不仅通过性、稳定性和负载力更强了,而且有了AI加持,它能“听得懂人话,会设计任务,还能知错必改”,不得不说这更符合数智化生产的需要,背后的技术不得不说很牛!$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298924242153672","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295457857454368,"gmtCreate":1713146476973,"gmtModify":1713146478833,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"看了BitFuFu的财报,觉得这家公司正在朝着正确的方向前进![强][强]","listText":"看了BitFuFu的财报,觉得这家公司正在朝着正确的方向前进![强][强]","text":"看了BitFuFu的财报,觉得这家公司正在朝着正确的方向前进![强][强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295457857454368","isVote":1,"tweetType":1,"viewCount":1420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":253676706967744,"gmtCreate":1702950658834,"gmtModify":1702950660085,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>海银控股在财富管理、保险经纪和资产管理等领域拥有一定的市场份额和品牌影响力,属于行业内的领先企业。其业务覆盖全国50多个城市以及中国香港、美国、英国等国家和地区,拥有一定的国际化布局。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>海银控股在财富管理、保险经纪和资产管理等领域拥有一定的市场份额和品牌影响力,属于行业内的领先企业。其业务覆盖全国50多个城市以及中国香港、美国、英国等国家和地区,拥有一定的国际化布局。","text":"$海银控股(HYW)$ 海银控股在财富管理、保险经纪和资产管理等领域拥有一定的市场份额和品牌影响力,属于行业内的领先企业。其业务覆盖全国50多个城市以及中国香港、美国、英国等国家和地区,拥有一定的国际化布局。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/253676706967744","isVote":1,"tweetType":1,"viewCount":2021,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545135656070112","authorId":"3545135656070112","name":"股市狼头哥1","avatar":"https://static.tigerbbs.com/53620cd55fb3294bdad5e2ebbbb4614d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3545135656070112","authorIdStr":"3545135656070112"},"content":"行业领先,国际化布局。$海银控股(HYW)$","text":"行业领先,国际化布局。$海银控股(HYW)$","html":"行业领先,国际化布局。$海银控股(HYW)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236984377012432,"gmtCreate":1698890282421,"gmtModify":1698890283755,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 人工智能板块经历两波大涨之后,进入了长时间的回调,原因是产业上多条逻辑被证伪,我看了联想集团的Tech World之后,有一个大胆的猜想,惠及每一个人的人工智能是不是市场空间更大,也更容易被验证。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 人工智能板块经历两波大涨之后,进入了长时间的回调,原因是产业上多条逻辑被证伪,我看了联想集团的Tech World之后,有一个大胆的猜想,惠及每一个人的人工智能是不是市场空间更大,也更容易被验证。","text":"$联想集团(00992)$ 人工智能板块经历两波大涨之后,进入了长时间的回调,原因是产业上多条逻辑被证伪,我看了联想集团的Tech World之后,有一个大胆的猜想,惠及每一个人的人工智能是不是市场空间更大,也更容易被验证。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/236984377012432","isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000159","authorId":"9000000000000159","name":"宝宝金水_","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000159","authorIdStr":"9000000000000159"},"content":"$联想集团(00992)$ 也开始来碰瓷人工智能了,不容易","text":"$联想集团(00992)$ 也开始来碰瓷人工智能了,不容易","html":"$联想集团(00992)$ 也开始来碰瓷人工智能了,不容易"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283005707391184,"gmtCreate":1710121699981,"gmtModify":1710127806082,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"发现一个事情,联想的财报期股价表现平常,倒是在MWC、CES这些行业大会期间展示新品后,股价会大涨,说明现在的市场和投资者把AI PC的驱动排在了价值判断的前列。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","listText":"发现一个事情,联想的财报期股价表现平常,倒是在MWC、CES这些行业大会期间展示新品后,股价会大涨,说明现在的市场和投资者把AI PC的驱动排在了价值判断的前列。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a>","text":"发现一个事情,联想的财报期股价表现平常,倒是在MWC、CES这些行业大会期间展示新品后,股价会大涨,说明现在的市场和投资者把AI PC的驱动排在了价值判断的前列。$联想集团(00992)$ $恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/283005707391184","isVote":1,"tweetType":1,"viewCount":11774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213597402120448,"gmtCreate":1693187641481,"gmtModify":1693187642808,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 虽然智能赛道竞争激烈,但是不少企业还是靠着智能转型分到了一杯羹,像工业富联,百度等,股价都翻倍增长了,但是大家可能忽略了逆风翻盘的联想,现在智能带动了服务器跟算力的需求,而这两个又是联想的专业领域。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 虽然智能赛道竞争激烈,但是不少企业还是靠着智能转型分到了一杯羹,像工业富联,百度等,股价都翻倍增长了,但是大家可能忽略了逆风翻盘的联想,现在智能带动了服务器跟算力的需求,而这两个又是联想的专业领域。","text":"$联想集团(00992)$ 虽然智能赛道竞争激烈,但是不少企业还是靠着智能转型分到了一杯羹,像工业富联,百度等,股价都翻倍增长了,但是大家可能忽略了逆风翻盘的联想,现在智能带动了服务器跟算力的需求,而这两个又是联想的专业领域。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/213597402120448","isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545137991358310","authorId":"3545137991358310","name":"信欣财经分析","avatar":"https://static.tigerbbs.com/181c2eddd00a6c2003b8af5489e12a1a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3545137991358310","authorIdStr":"3545137991358310"},"content":"联想算力值得看好$联想集团(00992)$","text":"联想算力值得看好$联想集团(00992)$","html":"联想算力值得看好$联想集团(00992)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313199470993664,"gmtCreate":1717480568051,"gmtModify":1717480570221,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>2块入手的,现在一直跌,果断补仓,拉平一下,坚信会大涨,因为看新能源汽车的销量仍然保持两位数的增长,说明依然有购车需求啊。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>2块入手的,现在一直跌,果断补仓,拉平一下,坚信会大涨,因为看新能源汽车的销量仍然保持两位数的增长,说明依然有购车需求啊。","text":"$车车科技(CCG)$ 2块入手的,现在一直跌,果断补仓,拉平一下,坚信会大涨,因为看新能源汽车的销量仍然保持两位数的增长,说明依然有购车需求啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313199470993664","isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581234477771391","authorId":"3581234477771391","name":"聚雅霏","avatar":"https://static.tigerbbs.com/2be2a8a51c75703fcce11c6a2ad400b4","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581234477771391","authorIdStr":"3581234477771391"},"content":"看这趋势感觉还会跌…我也买了几百股,坐等反弹 [捂脸]","text":"看这趋势感觉还会跌…我也买了几百股,坐等反弹 [捂脸]","html":"看这趋势感觉还会跌…我也买了几百股,坐等反弹 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629426665,"gmtCreate":1670812158858,"gmtModify":1670812160442,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 疫情虽然告一段落,但给全球制造业巨大的生产危机:电脑芯片短缺+港口拥堵,卡车司机严重缺乏,交付难题让脆弱的供应链承受着极大的压力,大家不要觉得PC需求变弱了,“交付”才是最重要的工作,这三年,联想早期搭建的供应链优势凸显了,联宝科技工厂+武汉基地,每天能处理8500笔订单,相当于全球每销售8台笔记本电脑中,就有1台是其所生产制造,就这个数据,我觉得他的供应链真的很牛叉了!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 疫情虽然告一段落,但给全球制造业巨大的生产危机:电脑芯片短缺+港口拥堵,卡车司机严重缺乏,交付难题让脆弱的供应链承受着极大的压力,大家不要觉得PC需求变弱了,“交付”才是最重要的工作,这三年,联想早期搭建的供应链优势凸显了,联宝科技工厂+武汉基地,每天能处理8500笔订单,相当于全球每销售8台笔记本电脑中,就有1台是其所生产制造,就这个数据,我觉得他的供应链真的很牛叉了!","text":"$联想集团(00992)$ 疫情虽然告一段落,但给全球制造业巨大的生产危机:电脑芯片短缺+港口拥堵,卡车司机严重缺乏,交付难题让脆弱的供应链承受着极大的压力,大家不要觉得PC需求变弱了,“交付”才是最重要的工作,这三年,联想早期搭建的供应链优势凸显了,联宝科技工厂+武汉基地,每天能处理8500笔订单,相当于全球每销售8台笔记本电脑中,就有1台是其所生产制造,就这个数据,我觉得他的供应链真的很牛叉了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/629426665","isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383159000916280,"gmtCreate":1734573935338,"gmtModify":1734573937001,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>我发现地平线的技术在复杂路况下的表现特别好呀,就拿SuperDrive来说,面对重庆的立体式急弯狭坡、广州的繁忙商业街等各种复杂道路拓扑,还有不同城市多样化的交通生态,都能游刃有余地通过,这技术实力不用多说了","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a>我发现地平线的技术在复杂路况下的表现特别好呀,就拿SuperDrive来说,面对重庆的立体式急弯狭坡、广州的繁忙商业街等各种复杂道路拓扑,还有不同城市多样化的交通生态,都能游刃有余地通过,这技术实力不用多说了","text":"$地平线机器人-W(09660)$我发现地平线的技术在复杂路况下的表现特别好呀,就拿SuperDrive来说,面对重庆的立体式急弯狭坡、广州的繁忙商业街等各种复杂道路拓扑,还有不同城市多样化的交通生态,都能游刃有余地通过,这技术实力不用多说了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383159000916280","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372397192,"gmtCreate":1619175546216,"gmtModify":1619175546216,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 啥时候回A?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 啥时候回A?","text":"$联想集团(00992)$ 啥时候回A?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/372397192","repostId":"376313390","repostType":1,"repost":{"id":376313390,"gmtCreate":1619088891310,"gmtModify":1619088891310,"author":{"id":"3553036587678766","authorId":"3553036587678766","name":"联想集团","avatar":"https://static.tigerbbs.com/34f0f33a7558482a6831803b67e1da09","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553036587678766","authorIdStr":"3553036587678766"},"themes":[],"title":"世界地球日 | 联想集团交出成绩单","htmlText":"全球气候变化是21世纪人类社会共同面临的巨大挑战,“碳达峰”“碳中和”的理念对人类的可持续发展至关重要。对于碳中和而言,节能减排是目前最有效的路径之一。中国数字经济领导企业联想集团早已将可持续发展融入企业发展的DNA,相比十年前,联想集团2019/20财年减少了92%的温室气体排放。在今年的誓师大会上,联想集团将ESG(环境、社会和公司治理)正式纳入公司运营的KPI,成为联想未来战略发展目标之一。联想集团将用实际行动支持国家2030年碳达峰、2060年碳中和的目标。今天是第52个世界地球日联想集团交出了一份成绩单👇","listText":"全球气候变化是21世纪人类社会共同面临的巨大挑战,“碳达峰”“碳中和”的理念对人类的可持续发展至关重要。对于碳中和而言,节能减排是目前最有效的路径之一。中国数字经济领导企业联想集团早已将可持续发展融入企业发展的DNA,相比十年前,联想集团2019/20财年减少了92%的温室气体排放。在今年的誓师大会上,联想集团将ESG(环境、社会和公司治理)正式纳入公司运营的KPI,成为联想未来战略发展目标之一。联想集团将用实际行动支持国家2030年碳达峰、2060年碳中和的目标。今天是第52个世界地球日联想集团交出了一份成绩单👇","text":"全球气候变化是21世纪人类社会共同面临的巨大挑战,“碳达峰”“碳中和”的理念对人类的可持续发展至关重要。对于碳中和而言,节能减排是目前最有效的路径之一。中国数字经济领导企业联想集团早已将可持续发展融入企业发展的DNA,相比十年前,联想集团2019/20财年减少了92%的温室气体排放。在今年的誓师大会上,联想集团将ESG(环境、社会和公司治理)正式纳入公司运营的KPI,成为联想未来战略发展目标之一。联想集团将用实际行动支持国家2030年碳达峰、2060年碳中和的目标。今天是第52个世界地球日联想集团交出了一份成绩单👇","images":[{"img":"https://static.tigerbbs.com/2b1bb951da705711937b5fc8e3d3b0fb","width":"688","height":"3050"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376313390","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372713933066328,"gmtCreate":1732004134258,"gmtModify":1732004135707,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>简单算了一下,小米单车亏损同比缩减了40%多,还是得做规模啊","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>简单算了一下,小米单车亏损同比缩减了40%多,还是得做规模啊","text":"$小米集团-W(01810)$简单算了一下,小米单车亏损同比缩减了40%多,还是得做规模啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372713933066328","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494195643077345","authorId":"3494195643077345","name":"为了买米","avatar":"https://static.tigerbbs.com/b8df6a61eea59046d95d6fbc1df8434f","crmLevel":5,"crmLevelSwitch":0,"idStr":"3494195643077345","authorIdStr":"3494195643077345"},"content":"27年开始盈利,确定性很大","text":"27年开始盈利,确定性很大","html":"27年开始盈利,确定性很大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251271774355744,"gmtCreate":1702353732393,"gmtModify":1702353733713,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>在这个“健康中国”的大战略背景下,国民的健康意识不断增强,对健康管理的需求也日益旺盛,为健康产业的发展提供了强大的动力。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>在这个“健康中国”的大战略背景下,国民的健康意识不断增强,对健康管理的需求也日益旺盛,为健康产业的发展提供了强大的动力。","text":"$海银控股(HYW)$ 在这个“健康中国”的大战略背景下,国民的健康意识不断增强,对健康管理的需求也日益旺盛,为健康产业的发展提供了强大的动力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251271774355744","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691467826,"gmtCreate":1640229363137,"gmtModify":1640229363137,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"这两年财富管理行业越来越多的进入大众视野,后续的景气度应该不低<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","listText":"这两年财富管理行业越来越多的进入大众视野,后续的景气度应该不低<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","text":"这两年财富管理行业越来越多的进入大众视野,后续的景气度应该不低$海银控股(HYW)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691467826","repostId":"691192791","repostType":1,"repost":{"id":691192791,"gmtCreate":1640144434298,"gmtModify":1640144475978,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101854786458470","authorIdStr":"4101854786458470"},"themes":[],"title":"沉着应对 | 公募基金产品周报 (12.13-12.19)","htmlText":"摘要股票市场:12月13日-12月19日,A股主要股指全线大跌,科创50指数跌幅领跑,为-2.55%,上证50、沪深300、深圳成指、创业板指、上证指数分别为-2.23%、-1.99%、-1.61%、-0.94%、-0.93%。行业层面,分行业来看,公用事业(+6.54%)、传媒(+6.30%)、建筑装饰(+4.17%)涨幅前三。一周北上资金净流入114.67亿元,前值为净流出488.34亿元。本周前期滞涨的传媒、通信、计算机表现相对较强,由于外资波动较大,以及医药企业受到美国实体清单冲击,消费板块近一周整体表现弱势,美容护理、家电、汽车等消费行业领跌。债券市场:本周整体资金面整体稳定,公开市场合计净回笼4500亿元。本周央行开展7天逆回购操作500亿元,到期500亿元;MLF操作5000亿元,到期9500亿元。受税期扰动,降准后未见利率大幅直下。周三降准落地,MLF操作相对偏多,市场转松,但后续几天价格并未快速下降,回购成交额始终维持在5.2万亿以上高位,R007加权收至2.30%。下周央行7天逆回购到期500亿元,缴款方面,下周单周净缴款压力很小,国债计划净缴款709亿元,地方债已公布计划净缴款49.95亿元,合计净缴款758.95亿元。12月为财政支出大月,缴税已过,预计下周资金面平衡偏松。年末“稳增长”主线已经定调并将持续发酵,预计国内货币政策定调稳中偏松,后续信用修复有望延续。此外,年关将至,市场资金博弈行为(国内机构存在调仓、兑现收益等)将加剧,证监会规范陆股通内地投资者或进一步加剧外资波动,整体对资金总量影响有限。仍然关注性价比配置机会,寻找“稳增长”主线的机会。中长期来看,坚守新能源等成长的配置型机会,持续关注医药、食品涨价等大众消费行业的盈利增速边际变化。一周市场行情1. 股票市场12月13日-12月19日,A股主要股指全线大跌,科创50指数跌幅领跑,为-","listText":"摘要股票市场:12月13日-12月19日,A股主要股指全线大跌,科创50指数跌幅领跑,为-2.55%,上证50、沪深300、深圳成指、创业板指、上证指数分别为-2.23%、-1.99%、-1.61%、-0.94%、-0.93%。行业层面,分行业来看,公用事业(+6.54%)、传媒(+6.30%)、建筑装饰(+4.17%)涨幅前三。一周北上资金净流入114.67亿元,前值为净流出488.34亿元。本周前期滞涨的传媒、通信、计算机表现相对较强,由于外资波动较大,以及医药企业受到美国实体清单冲击,消费板块近一周整体表现弱势,美容护理、家电、汽车等消费行业领跌。债券市场:本周整体资金面整体稳定,公开市场合计净回笼4500亿元。本周央行开展7天逆回购操作500亿元,到期500亿元;MLF操作5000亿元,到期9500亿元。受税期扰动,降准后未见利率大幅直下。周三降准落地,MLF操作相对偏多,市场转松,但后续几天价格并未快速下降,回购成交额始终维持在5.2万亿以上高位,R007加权收至2.30%。下周央行7天逆回购到期500亿元,缴款方面,下周单周净缴款压力很小,国债计划净缴款709亿元,地方债已公布计划净缴款49.95亿元,合计净缴款758.95亿元。12月为财政支出大月,缴税已过,预计下周资金面平衡偏松。年末“稳增长”主线已经定调并将持续发酵,预计国内货币政策定调稳中偏松,后续信用修复有望延续。此外,年关将至,市场资金博弈行为(国内机构存在调仓、兑现收益等)将加剧,证监会规范陆股通内地投资者或进一步加剧外资波动,整体对资金总量影响有限。仍然关注性价比配置机会,寻找“稳增长”主线的机会。中长期来看,坚守新能源等成长的配置型机会,持续关注医药、食品涨价等大众消费行业的盈利增速边际变化。一周市场行情1. 股票市场12月13日-12月19日,A股主要股指全线大跌,科创50指数跌幅领跑,为-","text":"摘要股票市场:12月13日-12月19日,A股主要股指全线大跌,科创50指数跌幅领跑,为-2.55%,上证50、沪深300、深圳成指、创业板指、上证指数分别为-2.23%、-1.99%、-1.61%、-0.94%、-0.93%。行业层面,分行业来看,公用事业(+6.54%)、传媒(+6.30%)、建筑装饰(+4.17%)涨幅前三。一周北上资金净流入114.67亿元,前值为净流出488.34亿元。本周前期滞涨的传媒、通信、计算机表现相对较强,由于外资波动较大,以及医药企业受到美国实体清单冲击,消费板块近一周整体表现弱势,美容护理、家电、汽车等消费行业领跌。债券市场:本周整体资金面整体稳定,公开市场合计净回笼4500亿元。本周央行开展7天逆回购操作500亿元,到期500亿元;MLF操作5000亿元,到期9500亿元。受税期扰动,降准后未见利率大幅直下。周三降准落地,MLF操作相对偏多,市场转松,但后续几天价格并未快速下降,回购成交额始终维持在5.2万亿以上高位,R007加权收至2.30%。下周央行7天逆回购到期500亿元,缴款方面,下周单周净缴款压力很小,国债计划净缴款709亿元,地方债已公布计划净缴款49.95亿元,合计净缴款758.95亿元。12月为财政支出大月,缴税已过,预计下周资金面平衡偏松。年末“稳增长”主线已经定调并将持续发酵,预计国内货币政策定调稳中偏松,后续信用修复有望延续。此外,年关将至,市场资金博弈行为(国内机构存在调仓、兑现收益等)将加剧,证监会规范陆股通内地投资者或进一步加剧外资波动,整体对资金总量影响有限。仍然关注性价比配置机会,寻找“稳增长”主线的机会。中长期来看,坚守新能源等成长的配置型机会,持续关注医药、食品涨价等大众消费行业的盈利增速边际变化。一周市场行情1. 股票市场12月13日-12月19日,A股主要股指全线大跌,科创50指数跌幅领跑,为-","images":[{"img":"https://static.tigerbbs.com/4da3a90e03a23aedc3ef139763951baf","width":"688","height":"96"},{"img":"https://static.tigerbbs.com/cf1eeea331603832eb449cc16a6c4c67","width":"688","height":"457"},{"img":"https://static.tigerbbs.com/420ffb4e35b64585f0d196ab5bdfd5e0","width":"688","height":"345"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691192791","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":27,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123681229,"gmtCreate":1624420779261,"gmtModify":1624420779261,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 蓄力阶段,持仓观察","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 蓄力阶段,持仓观察","text":"$趣头条(QTT)$ 蓄力阶段,持仓观察","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123681229","isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335984462,"gmtCreate":1610507729156,"gmtModify":1703744844525,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 我已加仓,开始你的表演~","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 我已加仓,开始你的表演~","text":"$趣头条(QTT)$ 我已加仓,开始你的表演~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/335984462","isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316028329705808,"gmtCreate":1718170575533,"gmtModify":1718170579829,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>车车科技一季度公告重点提及新能源汽车保单数11.9万单,同比增长124.5%;新能源车险保费3.7亿元,同比增长78.5%,看来车车是准备在新能源方面突围,选好品,站好队,才能吃上肉!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>车车科技一季度公告重点提及新能源汽车保单数11.9万单,同比增长124.5%;新能源车险保费3.7亿元,同比增长78.5%,看来车车是准备在新能源方面突围,选好品,站好队,才能吃上肉!","text":"$车车科技(CCG)$ 车车科技一季度公告重点提及新能源汽车保单数11.9万单,同比增长124.5%;新能源车险保费3.7亿元,同比增长78.5%,看来车车是准备在新能源方面突围,选好品,站好队,才能吃上肉!","images":[{"img":"https://static.tigerbbs.com/d56ee8fd61e257484526a4d0d31d8d26","width":"484","height":"268"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316028329705808","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311018095722624,"gmtCreate":1716959810121,"gmtModify":1716959811954,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>新能源汽车这回是走在了时代前沿,他们给传统车险服务来个大升级,不光是车险、车商,连网约车、修理厂都覆盖了,真的需要数字化系统来跟上步伐。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>新能源汽车这回是走在了时代前沿,他们给传统车险服务来个大升级,不光是车险、车商,连网约车、修理厂都覆盖了,真的需要数字化系统来跟上步伐。","text":"$车车科技(CCG)$ 新能源汽车这回是走在了时代前沿,他们给传统车险服务来个大升级,不光是车险、车商,连网约车、修理厂都覆盖了,真的需要数字化系统来跟上步伐。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311018095722624","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653382304,"gmtCreate":1680572740208,"gmtModify":1680572741112,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>考虑到最近一个季度云厂商对于未来Capex 投入的展望仍然乐观,以及对海外公有云需求在下半年企稳回升的判断,对联想集团ISG 方案设施业务后续的快速增长依然乐观。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>考虑到最近一个季度云厂商对于未来Capex 投入的展望仍然乐观,以及对海外公有云需求在下半年企稳回升的判断,对联想集团ISG 方案设施业务后续的快速增长依然乐观。","text":"$联想集团(00992)$ 考虑到最近一个季度云厂商对于未来Capex 投入的展望仍然乐观,以及对海外公有云需求在下半年企稳回升的判断,对联想集团ISG 方案设施业务后续的快速增长依然乐观。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653382304","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667166892,"gmtCreate":1668651658317,"gmtModify":1668651659209,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>不久就会有游戏版号是多久","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>不久就会有游戏版号是多久","text":"$腾讯控股(00700)$ 不久就会有游戏版号是多久","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/667166892","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685089229,"gmtCreate":1659340034766,"gmtModify":1659340034766,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09857\">$柠萌影视(09857)$</a>柠萌对国民话题、现实题材的把控还是很强的,能够持续出爆款的公司不多,看好它","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09857\">$柠萌影视(09857)$</a>柠萌对国民话题、现实题材的把控还是很强的,能够持续出爆款的公司不多,看好它","text":"$柠萌影视(09857)$柠萌对国民话题、现实题材的把控还是很强的,能够持续出爆款的公司不多,看好它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685089229","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119445840,"gmtCreate":1622561320580,"gmtModify":1622561320580,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 从财报来看,米读的未来增量还是可观的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a> 从财报来看,米读的未来增量还是可观的","text":"$趣头条(QTT)$ 从财报来看,米读的未来增量还是可观的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119445840","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320562585936048,"gmtCreate":1719294948719,"gmtModify":1719296584512,"author":{"id":"3545136947485458","authorId":"3545136947485458","name":"石小杰V","avatar":"https://static.tigerbbs.com/36e902bbcac2124851c40558564dc659","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545136947485458","authorIdStr":"3545136947485458"},"themes":[],"htmlText":"嘀嗒出行IPO数据显示,近三年营收分别为7.8亿元、5.7亿元和8.2亿元,至少盈利能力还是值得认可的 <a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>","listText":"嘀嗒出行IPO数据显示,近三年营收分别为7.8亿元、5.7亿元和8.2亿元,至少盈利能力还是值得认可的 <a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a>","text":"嘀嗒出行IPO数据显示,近三年营收分别为7.8亿元、5.7亿元和8.2亿元,至少盈利能力还是值得认可的 $嘀嗒出行(02559)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320562585936048","isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}