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一牛一熊话谓道

一牛一熊话谓道

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一牛一熊话谓道

11-19 11:28

Q4的情况现在基本能看出来了，小米15卖爆了，小米汽车月生产交付稳定2W+，没啥可担心的 $小米集团-W(01810)$ $小米集团-WR(81810)$

一牛一熊话谓道

10-28

$地平线机器人－Ｗ(09660)$周一这行情已经很不错了，稳住就行~[财迷]

一牛一熊话谓道

10-28

$地平线机器人－Ｗ(09660)$ $恒生指数(HSI)$ 成立于2015年的地平线，在上市之前就是资本市场的“香饽饽”。现在的行情我觉得是为了资本市场更好的收集筹码，所以打新成功的朋友现在一定不能着急，不出意外，两三天之内必有一波大牛行情。

一牛一熊话谓道

10-28

$英伟达(NVDA)$才涨这么点？

一牛一熊话谓道

10-28

$特斯拉(TSLA)$还是蛮给力的，继续~

一牛一熊话谓道

08-15

联想天禧生态已经引入超过1000款AI应用，帮助联想AI PC在市场上获得一定的地位和竞争力了，我感觉联想AI的价值远不止这些。 $联想集团(00992)$

一牛一熊话谓道

07-11

说到新质生产力，AI就是当下重要的增长引擎之一，主要也是体现在智能化升级、融合赋能、优化资源配置、创新驱动发展、决策能力提升，这么看，联想集团不是新质生产力的有力实践者嘛？ $联想集团(00992)$

一牛一熊话谓道

06-27

百度地图好像能打嘀嗒了，牛！$嘀嗒出行(02559)$

@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

一牛一熊话谓道

06-24

$腾讯控股(00700)$ 今个咋回事？

一牛一熊话谓道

06-11

今天完全是被大盘拖累了[捂脸]$复星国际(00656)$

一牛一熊话谓道

05-31

从财报中可以发现，AI已经成了联想未来业绩的重要砝码，个人觉得AI PC和AI服务器的增长，可以支撑联想集团的价值重估。$联想集团(00992)$

一牛一熊话谓道

05-15

$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 算力、数据、模型与场景是阿里的优势，这些优势集结之下，是可以实现更加精准的广告投放和精细化的用户画像的。阿里在本地生活，也就是饿了么和高德上，其实也可以利用这些优势打造出一些更加差异化的竞争优势，继续加速增长。

@Patrick波波:阿里FY2024财报解读: 本地生活年收入来到600亿level

一牛一熊话谓道

04-14

$BITFUFU INC(FUFU)$ $BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ 看了BitFuFu的财报，真心觉得这家公司值得投资！[强]

一牛一熊话谓道

04-11

惊人的增长！BitFuFu 云算力服务收入飙升79.1%，达到1.8亿美元！

一牛一熊话谓道

03-08

PC市场的复苏和AI PC新产品的发布会不断催化联想集团业绩修复，联想集团盈利能力已经连续两个季度环比改善值得注意的是，周期反转之际往往伴随着较强的利润和估值弹性。$联想集团(00992)$

一牛一熊话谓道

03-02

$BITFUFU INC(FUFU)$ $BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ BitFuFu纳斯达克上市，BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元，并在持续增长，2023年上半年已达到1.342亿美元。

一牛一熊话谓道

02-22

计算和存储业务难道会是联想的下一个增长曲线？$联想集团(00992)$

@项公观察:联想集团(00992)ISG连续环比增长：计算和存储需求旺盛

一牛一熊话谓道

01-30

空间计算的崛起，XR设备东风或可再起，挖掘一只XR设备潜力标的，XR设备不止有苹果的Vision Pro，联想集团作为全球领先的智能设备和算力厂商，在AR/VR 赛道已布局多年，借助AR/VR技术，靶向B端，并持续赋能制造、医疗、教育等多个领域，已成为to B元宇宙AR/VR赛道的实力玩家。$联想集团(00992)$

一牛一熊话谓道

2023-12-14

$海银控股(HYW)$ 今晚能反超不？

一牛一熊话谓道

2023-11-21

$阿里巴巴-SW(09988)$ 这个位置能抄底吗

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","listText":"说到新质生产力，AI就是当下重要的增长引擎之一，主要也是体现在智能化升级、融合赋能、优化资源配置、创新驱动发展、决策能力提升，这么看，联想集团不是新质生产力的有力实践者嘛？ <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"说到新质生产力，AI就是当下重要的增长引擎之一，主要也是体现在智能化升级、融合赋能、优化资源配置、创新驱动发展、决策能力提升，这么看，联想集团不是新质生产力的有力实践者嘛？ $联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326295056994344","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321343887568968,"gmtCreate":1719481526028,"gmtModify":1719481528345,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"百度地图好像能打嘀嗒了，牛！<a 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算力、数据、模型与场景是阿里的优势，这些优势集结之下，是可以实现更加精准的广告投放和精细化的用户画像的。阿里在本地生活，也就是饿了么和高德上，其实也可以利用这些优势打造出一些更加差异化的竞争优势，继续加速增长。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a> 算力、数据、模型与场景是阿里的优势，这些优势集结之下，是可以实现更加精准的广告投放和精细化的用户画像的。阿里在本地生活，也就是饿了么和高德上，其实也可以利用这些优势打造出一些更加差异化的竞争优势，继续加速增长。","text":"$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 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阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去，本地生活如今已从400亿收入量级的业务，来到了600亿。其中更难得的是，年亏损也从200多个亿，回缩到了百亿之内。 &nbsp;财报显示，伴随业务规模快速增长、单位经济效益持续改善，本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响，本地生活集团亏损进一步收窄：财年内，本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币，相比上个财年减亏超25%。&nbsp; 可以说，三年后的本地生活，已经脱胎换骨，来到了next level。预计用不了多久，很可能将实现反哺集团。&nbsp; 饿了么订单增长强劲，本地生活最强稳定器&nbsp; 细看这次阿里财报不难发现，处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力，而海外电商、本地生活、菜鸟等企稳健康增长轨道。&nbsp; 在这次的财报里，本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏，给本地生活今年的市场竞争带来新机会，也给饿了么和高德创造长期的发展空间。&nbsp; 这一季度，受饿了么和高德订单快速增长所驱动，本地生活集团收入146.28亿元人民币，相比2023年同期的1","listText":"人总是容易高估一年内产生的变化，而低估三年内发生的改变。这条定理对公司经营变革也同样适用。&nbsp; 5月 14日晚间， <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 阿里巴巴公布2024财年第四季度及全年业绩。财报显示，在饿了么和高德订单快速增长的驱动下，财年内本地生活集团收入同比增长19%至598.02亿元人民币。&nbsp; 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去，本地生活如今已从400亿收入量级的业务，来到了600亿。其中更难得的是，年亏损也从200多个亿，回缩到了百亿之内。 &nbsp;财报显示，伴随业务规模快速增长、单位经济效益持续改善，本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响，本地生活集团亏损进一步收窄：财年内，本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币，相比上个财年减亏超25%。&nbsp; 可以说，三年后的本地生活，已经脱胎换骨，来到了next level。预计用不了多久，很可能将实现反哺集团。&nbsp; 饿了么订单增长强劲，本地生活最强稳定器&nbsp; 细看这次阿里财报不难发现，处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力，而海外电商、本地生活、菜鸟等企稳健康增长轨道。&nbsp; 在这次的财报里，本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏，给本地生活今年的市场竞争带来新机会，也给饿了么和高德创造长期的发展空间。&nbsp; 这一季度，受饿了么和高德订单快速增长所驱动，本地生活集团收入146.28亿元人民币，相比2023年同期的1","text":"人总是容易高估一年内产生的变化，而低估三年内发生的改变。这条定理对公司经营变革也同样适用。 5月 14日晚间， $阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 阿里巴巴公布2024财年第四季度及全年业绩。财报显示，在饿了么和高德订单快速增长的驱动下，财年内本地生活集团收入同比增长19%至598.02亿元人民币。 阿里的本地生活业务自2022财年开启俞永福掌舵的时代。现在一晃三年过去，本地生活如今已从400亿收入量级的业务，来到了600亿。其中更难得的是，年亏损也从200多个亿，回缩到了百亿之内。 财报显示，伴随业务规模快速增长、单位经济效益持续改善，本地生活集团正在高质量增长的基础上持续实现经营效率优化。其中特别受饿了么单位经济效益持续改善影响，本地生活集团亏损进一步收窄：财年内，本地生活集团亏损从去年的131.48亿元人民币收窄至98.12亿元人民币，相比上个财年减亏超25%。 可以说，三年后的本地生活，已经脱胎换骨，来到了next level。预计用不了多久，很可能将实现反哺集团。 饿了么订单增长强劲，本地生活最强稳定器 细看这次阿里财报不难发现，处于集团最高优先级的电商和云计算两大核心业务重燃了增长动力，而海外电商、本地生活、菜鸟等企稳健康增长轨道。 在这次的财报里，本地生活对集团增长和减亏的贡献不小。疫后消费和旅游业的复苏，给本地生活今年的市场竞争带来新机会，也给饿了么和高德创造长期的发展空间。 这一季度，受饿了么和高德订单快速增长所驱动，本地生活集团收入146.28亿元人民币，相比2023年同期的1","images":[{"img":"https://static.tigerbbs.com/d49155dc8138c0d25cca256c9db80119","width":"831","height":"567"},{"img":"https://static.tigerbbs.com/e73fda7b35ae70059479337526ec903a","width":"831","height":"416"},{"img":"https://static.tigerbbs.com/bd191d580dbab83b3de02f1aa6caf39b","width":"830","height":"554"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306057471791392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295102192509224,"gmtCreate":1713059575896,"gmtModify":1713063765470,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>看了BitFuFu的财报，真心觉得这家公司值得投资！[强]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>看了BitFuFu的财报，真心觉得这家公司值得投资！[强]","text":"$BITFUFU INC(FUFU)$ $BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ 看了BitFuFu的财报，真心觉得这家公司值得投资！[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295102192509224","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294164728611104,"gmtCreate":1712840584654,"gmtModify":1712840586274,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"惊人的增长！BitFuFu 云算力服务收入飙升79.1%，达到1.8亿美元！","listText":"惊人的增长！BitFuFu 云算力服务收入飙升79.1%，达到1.8亿美元！","text":"惊人的增长！BitFuFu 云算力服务收入飙升79.1%，达到1.8亿美元！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294164728611104","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281941920374872,"gmtCreate":1709861860864,"gmtModify":1709861862377,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"PC市场的复苏和AI PC新产品的发布会不断催化联想集团业绩修复，联想集团盈利能力已经连续两个季度环比改善值得注意的是，周期反转之际往往伴随着较强的利润和估值弹性。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"PC市场的复苏和AI PC新产品的发布会不断催化联想集团业绩修复，联想集团盈利能力已经连续两个季度环比改善值得注意的是，周期反转之际往往伴随着较强的利润和估值弹性。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"PC市场的复苏和AI PC新产品的发布会不断催化联想集团业绩修复，联想集团盈利能力已经连续两个季度环比改善值得注意的是，周期反转之际往往伴随着较强的利润和估值弹性。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281941920374872","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279939251466296,"gmtCreate":1709352354209,"gmtModify":1709356121845,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR 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BitFuFu纳斯达克上市，BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元，并在持续增长，2023年上半年已达到1.342亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279939251466296","isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276703970644152,"gmtCreate":1708583199151,"gmtModify":1708583200150,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"计算和存储业务难道会是联想的下一个增长曲线？<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"计算和存储业务难道会是联想的下一个增长曲线？<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"计算和存储业务难道会是联想的下一个增长曲线？$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276703970644152","repostId":"276697964269864","repostType":1,"repost":{"id":276697964269864,"gmtCreate":1708581660096,"gmtModify":1708583403310,"author":{"id":"4142387726428250","authorId":"4142387726428250","name":"项公观察","avatar":"https://static.tigerbbs.com/f570e5c7c8865b540a40845f042ec2f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142387726428250","idStr":"4142387726428250"},"themes":[],"title":"联想集团(00992)ISG连续环比增长：计算和存储需求旺盛","htmlText":"2月22日，联想集团(00992)公布第三财季业绩，整体营收1136亿人民币，同比增长3%，净利润近26亿人民币，盈利能力连续两个季度实现环比改善。 其中，ISG基础设施方案业务集团在关键云和企业客户的订单复苏以及多个增长型产品的创纪录销售的支持下，尽管与去年表现最好的季度相比，由于高基数效应使收入录得同比下降，但按季仍增长24%。 第三财季，ISG基础设施方案业务集团营收连续第二个季度实现了环比增长。由于头部云厂商和新兴客户的旺盛需求，推动了计算和存储需求增长，存储、软件和服务的营收总和达到创纪录的74亿人民币。边缘计算营收同比增长12%，连续11个季度保持增长。在存储设备和人工智能基础设施市场，联想稳固保持了全球第三的地位。在高性能计算方面，联想继续位居全球TOP500和Green100 第一名。 在全球范围内，联想已建立全面的产品线，包括支持大模型推理的AI边缘产品，支持大模型训练、推理、训推一体的AI服务器、存储等，以及高性能计算等。同时，具备了构建智算中心的自研及服务能力。联想异构智算平台，可以根据客户对不同规模算力的需求，匹配最优的算力基础设施，并对整体算力进行池化和性能优化。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","listText":"2月22日，联想集团(00992)公布第三财季业绩，整体营收1136亿人民币，同比增长3%，净利润近26亿人民币，盈利能力连续两个季度实现环比改善。 其中，ISG基础设施方案业务集团在关键云和企业客户的订单复苏以及多个增长型产品的创纪录销售的支持下，尽管与去年表现最好的季度相比，由于高基数效应使收入录得同比下降，但按季仍增长24%。 第三财季，ISG基础设施方案业务集团营收连续第二个季度实现了环比增长。由于头部云厂商和新兴客户的旺盛需求，推动了计算和存储需求增长，存储、软件和服务的营收总和达到创纪录的74亿人民币。边缘计算营收同比增长12%，连续11个季度保持增长。在存储设备和人工智能基础设施市场，联想稳固保持了全球第三的地位。在高性能计算方面，联想继续位居全球TOP500和Green100 第一名。 在全球范围内，联想已建立全面的产品线，包括支持大模型推理的AI边缘产品，支持大模型训练、推理、训推一体的AI服务器、存储等，以及高性能计算等。同时，具备了构建智算中心的自研及服务能力。联想异构智算平台，可以根据客户对不同规模算力的需求，匹配最优的算力基础设施，并对整体算力进行池化和性能优化。 <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a>","text":"2月22日，联想集团(00992)公布第三财季业绩，整体营收1136亿人民币，同比增长3%，净利润近26亿人民币，盈利能力连续两个季度实现环比改善。 其中，ISG基础设施方案业务集团在关键云和企业客户的订单复苏以及多个增长型产品的创纪录销售的支持下，尽管与去年表现最好的季度相比，由于高基数效应使收入录得同比下降，但按季仍增长24%。 第三财季，ISG基础设施方案业务集团营收连续第二个季度实现了环比增长。由于头部云厂商和新兴客户的旺盛需求，推动了计算和存储需求增长，存储、软件和服务的营收总和达到创纪录的74亿人民币。边缘计算营收同比增长12%，连续11个季度保持增长。在存储设备和人工智能基础设施市场，联想稳固保持了全球第三的地位。在高性能计算方面，联想继续位居全球TOP500和Green100 第一名。 在全球范围内，联想已建立全面的产品线，包括支持大模型推理的AI边缘产品，支持大模型训练、推理、训推一体的AI服务器、存储等，以及高性能计算等。同时，具备了构建智算中心的自研及服务能力。联想异构智算平台，可以根据客户对不同规模算力的需求，匹配最优的算力基础设施，并对整体算力进行池化和性能优化。 $联想集团(00992)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276697964269864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268520049422600,"gmtCreate":1706579472353,"gmtModify":1706579474138,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"空间计算的崛起，XR设备东风或可再起，挖掘一只XR设备潜力标的，XR设备不止有苹果的Vision Pro，联想集团作为全球领先的智能设备和算力厂商，在AR/VR 赛道已布局多年，借助AR/VR技术，靶向B端，并持续赋能制造、医疗、教育等多个领域，已成为to B元宇宙AR/VR赛道的实力玩家。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","listText":"空间计算的崛起，XR设备东风或可再起，挖掘一只XR设备潜力标的，XR设备不止有苹果的Vision Pro，联想集团作为全球领先的智能设备和算力厂商，在AR/VR 赛道已布局多年，借助AR/VR技术，靶向B端，并持续赋能制造、医疗、教育等多个领域，已成为to B元宇宙AR/VR赛道的实力玩家。<a target=\"_blank\" href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a>","text":"空间计算的崛起，XR设备东风或可再起，挖掘一只XR设备潜力标的，XR设备不止有苹果的Vision Pro，联想集团作为全球领先的智能设备和算力厂商，在AR/VR 赛道已布局多年，借助AR/VR技术，靶向B端，并持续赋能制造、医疗、教育等多个领域，已成为to B元宇宙AR/VR赛道的实力玩家。$联想集团(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268520049422600","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252024947568712,"gmtCreate":1702547806116,"gmtModify":1702547807338,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>今晚能反超不？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>今晚能反超不？","text":"$海银控股(HYW)$ 今晚能反超不？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252024947568712","isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243761986879768,"gmtCreate":1700532023042,"gmtModify":1700532024053,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>这个位置能抄底吗","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a>这个位置能抄底吗","text":"$阿里巴巴-SW(09988)$ 这个位置能抄底吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243761986879768","isVote":1,"tweetType":1,"viewCount":1233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":372519983071640,"gmtCreate":1731986927569,"gmtModify":1731986929317,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"Q4的情况现在基本能看出来了，小米15卖爆了，小米汽车月生产交付稳定2W+，没啥可担心的 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/81810\">$小米集团-WR(81810)$</a>","listText":"Q4的情况现在基本能看出来了，小米15卖爆了，小米汽车月生产交付稳定2W+，没啥可担心的 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/81810\">$小米集团-WR(81810)$</a>","text":"Q4的情况现在基本能看出来了，小米15卖爆了，小米汽车月生产交付稳定2W+，没啥可担心的 $小米集团-W(01810)$ $小米集团-WR(81810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372519983071640","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295102192509224,"gmtCreate":1713059575896,"gmtModify":1713063765470,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>看了BitFuFu的财报，真心觉得这家公司值得投资！[强]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>看了BitFuFu的财报，真心觉得这家公司值得投资！[强]","text":"$BITFUFU INC(FUFU)$ $BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ 看了BitFuFu的财报，真心觉得这家公司值得投资！[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295102192509224","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279939251466296,"gmtCreate":1709352354209,"gmtModify":1709356121845,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>BitFuFu纳斯达克上市，BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元，并在持续增长，2023年上半年已达到1.342亿美元。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FUFU\">$BITFUFU INC(FUFU)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/FUFUW\">$BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ </a>BitFuFu纳斯达克上市，BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元，并在持续增长，2023年上半年已达到1.342亿美元。","text":"$BITFUFU INC(FUFU)$ $BITFUFU INC C/WTS 15/11/2027 (TO PUR COM)(FUFUW)$ BitFuFu纳斯达克上市，BitFuFu收入从2020年仅逾10万美元飙升至2022年的1.982亿美元，并在持续增长，2023年上半年已达到1.342亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279939251466296","isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655955185,"gmtCreate":1685090629147,"gmtModify":1685090790315,"author":{"id":"3545137555819498","authorId":"3545137555819498","name":"一牛一熊话谓道","avatar":"https://static.tigerbbs.com/d997340e1b16c7f70fd6821e00f00d35","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545137555819498","idStr":"3545137555819498"},"themes":[],"htmlText":"那么个人认为，如果指数出现的日线级别的底背离（目前一次底背离，两小时价格二次底背离），且指数下探3150附近，很有可能就要有政策出来救市了，从估值水平来看，上证目前处于历史极端估值水平的50％，创业板甚至接近历史极端固执水平，而反观其他日经纳斯达克甚至印度等都是新高近新高的，我们来看创业板综指，他是几乎创不出新低的，这也是前段时间为什么让大家去看创业板的小票的原因，尤其是大家可以看到目前的监管环境已经放松了，对于妖股停牌的管控基本放开了，原本我们预期调整两周的空间三天跌完，那么我们相信面对地产大金融的系统性风险和大盘崩盘式下跌以及汇率的不断贬值，最近，尤其是周末，很有可能会出放水的政策，而且大概率是yh自身上杠杆，我们国家的杠杆水平平均在30％附近，相比欧美还有很高的水平，我们可以拭目以待。 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href=\"https://laohu8.com/NW/1169117324\" target=\"_blank\">IHS&nbsp;Markit报告</a>显示，到2030年，中国共享出行的总市场规模将达到2.25万亿，复合增长率在20%-28%之间。其中百度Robotaxi占比将达60%，这意味着1.3万亿的市场空间。 百度在过去多年迭代了多款无人车型， 已经把车辆成本降至48万，较上一代的每公里成本下降60%，在同业中优势明显。预计2025年百度无人车出行成本将低于网约车，百度也可能将Robotaxi单独列为一条收益线。 <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16287552857181&quot;}\" target=\"_blank\">【2021年百度世界大会】直播观看入口</a> 在国内互联网企业中，不少投资者认为在技术领域进行重磅投入之后的百度","text":"在2021年百度世界大会上，L5级汽车机器人、百度大脑7.0、昆仑芯片2、无人车出行服务平台“萝卜快跑”等大量硬科技、黑科技产品问世，未来几年百度核心业务新的发展方向已经清晰可见。 【踩中时代势能，百度AI能扛起大旗了吗】直播预约&观看入口今年的资本市场是“硬核科技”的一年。投资者开始追捧那些在新能源智能汽车、芯片等领域具备优势的企业。 而汽车的电动化、智能化也展示出了实实在在的终端需求和业绩增长，应用植入和智能化的进程也在不断加速。 根据IHS Markit报告显示，到2030年，中国共享出行的总市场规模将达到2.25万亿，复合增长率在20%-28%之间。其中百度Robotaxi占比将达60%，这意味着1.3万亿的市场空间。 百度在过去多年迭代了多款无人车型， 已经把车辆成本降至48万，较上一代的每公里成本下降60%，在同业中优势明显。预计2025年百度无人车出行成本将低于网约车，百度也可能将Robotaxi单独列为一条收益线。 【2021年百度世界大会】直播观看入口 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