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马龙德兰彪
星辰大海,我会归来——新的开始
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马龙德兰彪
10-07
$亿航智能(EH)$
还能继续
马龙德兰彪
2023-07-21
$Rocket Lab USA, Inc.(RKLB)$
作为最近热门的meme股,这里也太冷清了[回头]
马龙德兰彪
2023-07-18
$Rocket Lab USA, Inc.(RKLB)$
我们的目标是星辰大海
马龙德兰彪
2023-06-16
$维珍银河(SPCE)$
熟悉的配方熟悉的味道
马龙德兰彪
2022-02-17
$维珍银河(SPCE)$
VIOLET
马龙德兰彪
2021-10-08
$Astra Space(ASTR)$
Reddit上推测本月19号~29号试射。坐等官方近期放出试射窗口日期公告 [美金] [梭哈]
马龙德兰彪
2021-09-30
按剧本走,10月中旬如常试飞,是时候回到30+平台了,太空迪士尼才值50亿太不像话了。
$维珍银河(SPCE)$
马龙德兰彪
2021-09-18
中秋佳节假期不外出啦,窝在家里,和媳妇玩桌游 [贱笑],阿波罗登月计划 [龇牙]这个月亮够别致够应景吗 [可爱]
@小虎活动
@小虎活动:【中秋活动】晒月亮,赢限量版月球灯
马龙德兰彪
2021-09-18
为什么 SPCE 即便没营收、仍未商业化,却能够与订单稳定、并拥有尖端火箭科技企业 RKLB 估值不分上下?因为在太空行业里面, SPCE 所属的商业载人飞行技术门槛最高,占比最低,竞争家数少;而RKLB 所属的商业发射和卫星制造企业占比更多,竞争激烈。因此,持有 SPCE ,你就得承受太空行业中最大的不确定性与风险,但你又可能会获得这不确定性所带来的巨大利益。㊗️大家中秋假期愉快🌝🌝
$维珍银河(SPCE)$
$Rocket Lab USA, Inc.(RKLB)$
$Astra Space(ASTR)$
$Maxar Technologies Ltd.(MAXR)$
$BlackSky Technology Inc.(BKSY)$
马龙德兰彪
2021-09-16
$BlackSky Technology Inc.(BKSY)$
Mooning
马龙德兰彪
2021-09-14
$BlackSky Technology Inc.(BKSY)$
I'm in.
马龙德兰彪
2021-09-10
$Rocket Lab USA, Inc.(RKLB)$
这两周的亮眼表现,充分展示了火箭科技股的爆发力与前景。或许是时候重新审视与评估一下同一赛道上的
$Holicity Inc(ASTR)$
了?若果假设RKLB如果目前还没有price in,那么即便ASTR还没发射成功[无语] ,当前价位也显得相对老实惠便宜了[贱笑] 。老观点了: RKLB技术上碾压,但以未来数年的预期营收对比两家公司,实际上你可以发现他们俩其实旗鼓相当。ASTR增速潜力甚至会比RKLB大很多。当然前提是ASTR独家技术已经成熟。Hightech公司嘛,小散喜欢比较技术,可华尔街喜欢比较利润。RKLB好比一家空运公司,每次载货量大,运输距离广,班次数量正常。ASTR则像是小货车陆运公司,单次载货量少,运输距离正常,但班次数量庞大客群广。反观技术,ASTR专注的是异于RKLB的全球最微型的独特火箭技术。假以时日ASTR的小火箭研制成功并把其大规模量产,订单暴增的时候,我们就将不再单纯比较两者的技术了,而是比拼订单数比拼利润了。是有点像蓝色起源vs维珍银河
$维珍银河(SPCE)$
那味了。目前加上维珍轨道,共有三家上市火箭技术公司。不排除后面知名度较高的萤火虫、相对论会加入上市赛道竞争。然而全球卫星市场产值庞大,足以容纳。目前持仓,RKLB已经减仓锁定利润,财报利好落地,短线调整后面才会走得更健康,十分看好它未来广阔前景,星辰大海般的信仰。ASTR则重新开始卖PUT,没想到试射失败也没有跌破前低,现在股价处于整理期。如同过往,下次试射前大概率会有拉升,中长
马龙德兰彪
2021-09-07
$Rocket Lab USA, Inc.(RKLB)$
To the moon
马龙德兰彪
2021-09-07
$维珍银河(SPCE)$
压弹弓ing
马龙德兰彪
2021-09-04
$Rocket Lab USA, Inc.(RKLB)$
首个目标:市值100亿
马龙德兰彪
2021-09-03
火箭实验室作为太空概念最具潜力股,这里也太安静…关注度也太低了吧 …这股价年底起码上20啊
$Rocket Lab USA, Inc.(RKLB)$
马龙德兰彪
2021-09-03
萤火虫航天公司的Alpha火箭首飞爆炸💥,利好
$Rocket Lab USA, Inc.(RKLB)$
$Holicity Inc(ASTR)$
马龙德兰彪
2021-09-03
$Rocket Lab USA, Inc.(RKLB)$
lift off 🚀🚀🚀🚀
马龙德兰彪
2021-09-01
$维珍银河(SPCE)$
量价齐升,王者归来?
马龙德兰彪
2021-08-29
$Holicity Inc(ASTR)$
再次失败。这个"平移发射"…真是醉了。短期没戏了,等LV007造出来再说吧…周一开盘直接转空吧。还是妥妥地搞
$Rocket Lab USA, Inc.(RKLB)$
吧
去老虎APP查看更多动态
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ASTR去年十二月份的发射有成功进入轨道","text":"不要着急啊 之前space x和维珍银河都失败过的。。。 ASTR去年十二月份的发射有成功进入轨道","html":"不要着急啊 之前space x和维珍银河都失败过的。。。 ASTR去年十二月份的发射有成功进入轨道"}],"imageCount":2,"langContent":"CN","totalScore":0}],"hots":[{"id":979694019,"gmtCreate":1598183923431,"gmtModify":1704217946990,"author":{"id":"21005091475648","authorId":"21005091475648","name":"马龙德兰彪","avatar":"https://static.tigerbbs.com/5d8e629945c0d6da551396e047988cd9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"21005091475648","authorIdStr":"21005091475648"},"themes":[],"htmlText":"今天和我妈吃饭,她告诉我不要玩美股港股了,原因是她一位朋友的朋友,据说还是位钻研经济钻研股市的教授?这位叫兽提到玩美股没什么投资价值,赚不了多少。我一听就拍桌了,我擦,自己在美股赚不了钱,就说一个市场没投资价值?还有这道理?[吃瓜] ","listText":"今天和我妈吃饭,她告诉我不要玩美股港股了,原因是她一位朋友的朋友,据说还是位钻研经济钻研股市的教授?这位叫兽提到玩美股没什么投资价值,赚不了多少。我一听就拍桌了,我擦,自己在美股赚不了钱,就说一个市场没投资价值?还有这道理?[吃瓜] ","text":"今天和我妈吃饭,她告诉我不要玩美股港股了,原因是她一位朋友的朋友,据说还是位钻研经济钻研股市的教授?这位叫兽提到玩美股没什么投资价值,赚不了多少。我一听就拍桌了,我擦,自己在美股赚不了钱,就说一个市场没投资价值?还有这道理?[吃瓜]","images":[{"img":"https://static.tigerbbs.com/762918d83a2dbcd65d4c92992b9b97af","width":"720","height":"699"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":146,"commentSize":89,"repostSize":15,"link":"https://laohu8.com/post/979694019","isVote":1,"tweetType":1,"viewCount":27849,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489272202088110","authorId":"3489272202088110","name":"翻身农奴把歌唱","avatar":"https://static.tigerbbs.com/49939bff27d8e5e521291ed33a493b5c","crmLevel":3,"crmLevelSwitch":0,"idStr":"3489272202088110","authorIdStr":"3489272202088110"},"content":"不玩儿就不亏,不亏就能跑赢大部分散户,没毛病!","text":"不玩儿就不亏,不亏就能跑赢大部分散户,没毛病!","html":"不玩儿就不亏,不亏就能跑赢大部分散户,没毛病!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":133411689,"gmtCreate":1621781679341,"gmtModify":1621849462160,"author":{"id":"21005091475648","authorId":"21005091475648","name":"马龙德兰彪","avatar":"https://static.tigerbbs.com/5d8e629945c0d6da551396e047988cd9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"21005091475648","authorIdStr":"21005091475648"},"themes":[],"title":"维珍银河试飞成功意味着什么?","htmlText":"时至今天,空头不喜欢维珍银河的理由仍有n个,多头喜欢维珍银河的理由只需一个就够了: 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图中布兰森拥抱着迈克尔·说道:不如...下下次飞行你替我上?兴奋之余,大家都在关注两个问题: 下周一SPCE股价怎么走? 往后SPCE股价会怎么走? 即便这次试飞是维珍银河两年多来首次成功的试飞,但毫无疑问,这是一次里程碑般的成功。 这次成功,让维珍银河完成了FAA商业可重复使用航天器许可证最后两份报告的数据收集; 这次成功,让维珍银河获得了极具价值的飞行数据,为今年余下的三次试飞提供了重要的参数(手动划重点); 这次成功,是空头眼中毫无盈利可言的维珍银河,首次完成了它的商业合任务。这是维珍银河从研发向商业化迈出的第一步。 可以毫不夸张地说,这次成功,是质的飞跃。这55英里,是维珍银河往太空旅行商业化迈出的一大步。回到股价讨论上,引用油管上一位网友的一句话: “对于SPCE这只股票来说,仅需一次成功试飞,所有技术分析、数学公式的意义将不复存在。” 说得太对了。因为自从SPC","images":[{"img":"https://static.tigerbbs.com/f5d7e5abc1a4d268e196d27e94c599c7","width":"688","height":"515"},{"img":"https://static.tigerbbs.com/b847e600449fc823a126b91c06a58778","width":"688","height":"404"},{"img":"https://static.tigerbbs.com/91753139ae1f5bc9d9913857bf6fd4e1","width":"688","height":"515"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":36,"commentSize":13,"repostSize":12,"link":"https://laohu8.com/post/133411689","isVote":1,"tweetType":1,"viewCount":30070,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493078634162771","authorId":"3493078634162771","name":"我要做镰刀","avatar":"https://static.tigerbbs.com/6365846faba6b598ce7c03c4b7c652b0","crmLevel":2,"crmLevelSwitch":1,"idStr":"3493078634162771","authorIdStr":"3493078634162771"},"content":"意味着发射场的草坪要换种韭菜了 [捂脸] [捂脸] [捂脸] [捂脸]","text":"意味着发射场的草坪要换种韭菜了 [捂脸] [捂脸] [捂脸] [捂脸]","html":"意味着发射场的草坪要换种韭菜了 [捂脸] [捂脸] [捂脸] [捂脸]"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":143175145,"gmtCreate":1625785830687,"gmtModify":1625890806182,"author":{"id":"21005091475648","authorId":"21005091475648","name":"马龙德兰彪","avatar":"https://static.tigerbbs.com/5d8e629945c0d6da551396e047988cd9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"21005091475648","authorIdStr":"21005091475648"},"themes":[],"title":"周末试飞的一个隐藏看点,冲吧布兰森!","htmlText":"目前来看,大部分可以再次引爆$SPCE股价信息都是已知的了。在上周,FAA的取得是意料中的,布兰森官宣提前参加飞行是意料中的。今天,你甚至可以认为本周末飞行成功也是意料中的(大大的概率会成功,不要问为什么)。已知的、意料中的信息还能大幅引爆股价吗?按照前两次利好股价所表现出的尿性,$SPCE在下周是会按原剧本那样高开低走骗炮,还是直接突破前高不再回头?至少维珍银河的首次直播效应、布兰森名人效应还是会给股价一个很好的提振。此外,我认为可能还会一个潜在的爆发利好,那就是以前也强调过的一个看点: “本次飞行高度会不会突破62英里(100公里)?” 此高度即国际定义的太空高度,也是贝光头以及那些看空者一直诟病维珍银河的一个关键。大家都知道在今年五月份的试飞中,VSS UNITY的火箭发动机大约运行了60秒,飞船冲到了55英里的高度。于是,我使用齐奥尔科夫斯基公式结合牛顿定律与微分方程,简单地推算了一下,发现如果再增加一点端羟基聚丁二烯燃料,让发动机燃烧时间在60秒的基础上增加一点,大约到70秒,便可以使得VSS UNITY抵达62英里!好吧我吹不下去了。上面所说的70秒左右就能抵达100公里,是专家说的不是我算的。但是,由70秒左右这个数据,我们不妨可以大胆设想一下: 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href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>这两周的亮眼表现,充分展示了火箭科技股的爆发力与前景。或许是时候重新审视与评估一下同一赛道上的<a href=\"https://laohu8.com/S/ASTR\">$Holicity Inc(ASTR)$</a>了?若果假设RKLB如果目前还没有price in,那么即便ASTR还没发射成功[无语] ,当前价位也显得相对老实惠便宜了[贱笑] 。老观点了: RKLB技术上碾压,但以未来数年的预期营收对比两家公司,实际上你可以发现他们俩其实旗鼓相当。ASTR增速潜力甚至会比RKLB大很多。当然前提是ASTR独家技术已经成熟。Hightech公司嘛,小散喜欢比较技术,可华尔街喜欢比较利润。RKLB好比一家空运公司,每次载货量大,运输距离广,班次数量正常。ASTR则像是小货车陆运公司,单次载货量少,运输距离正常,但班次数量庞大客群广。反观技术,ASTR专注的是异于RKLB的全球最微型的独特火箭技术。假以时日ASTR的小火箭研制成功并把其大规模量产,订单暴增的时候,我们就将不再单纯比较两者的技术了,而是比拼订单数比拼利润了。是有点像蓝色起源vs维珍银河<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>那味了。目前加上维珍轨道,共有三家上市火箭技术公司。不排除后面知名度较高的萤火虫、相对论会加入上市赛道竞争。然而全球卫星市场产值庞大,足以容纳。目前持仓,RKLB已经减仓锁定利润,财报利好落地,短线调整后面才会走得更健康,十分看好它未来广阔前景,星辰大海般的信仰。ASTR则重新开始卖PUT,没想到试射失败也没有跌破前低,现在股价处于整理期。如同过往,下次试射前大概率会有拉升,中长","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a>这两周的亮眼表现,充分展示了火箭科技股的爆发力与前景。或许是时候重新审视与评估一下同一赛道上的<a href=\"https://laohu8.com/S/ASTR\">$Holicity 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我们重点关注的是涨跌幅数字多少吧?而不是涨跌本身吧!颜色大框完全夺取了重点,加上难以识别的白色数字就更难看清楚了!<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>","listText":"吐槽新版本涨跌幅显示太难看!!!红绿框根本不需要这么大[喷血] 我们重点关注的是涨跌幅数字多少吧?而不是涨跌本身吧!颜色大框完全夺取了重点,加上难以识别的白色数字就更难看清楚了!<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>","text":"吐槽新版本涨跌幅显示太难看!!!红绿框根本不需要这么大[喷血] 我们重点关注的是涨跌幅数字多少吧?而不是涨跌本身吧!颜色大框完全夺取了重点,加上难以识别的白色数字就更难看清楚了!$蔚来(NIO)$$特斯拉(TSLA)$$道琼斯(.DJI)$","images":[{"img":"https://static.tigerbbs.com/34f0cf175619848bdef2132deb4588fb","width":"280","height":"644"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/308790395","isVote":1,"tweetType":1,"viewCount":3190,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493279139222879","authorId":"3493279139222879","name":"阿基米德4","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3493279139222879","authorIdStr":"3493279139222879"},"content":"一样的感觉,虽然看多了也会慢慢适应,不过这没事就换个样,就得总去适应,真是太难受了","text":"一样的感觉,虽然看多了也会慢慢适应,不过这没事就换个样,就得总去适应,真是太难受了","html":"一样的感觉,虽然看多了也会慢慢适应,不过这没事就换个样,就得总去适应,真是太难受了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":104843539,"gmtCreate":1620378060821,"gmtModify":1620443481211,"author":{"id":"21005091475648","authorId":"21005091475648","name":"马龙德兰彪","avatar":"https://static.tigerbbs.com/5d8e629945c0d6da551396e047988cd9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"21005091475648","authorIdStr":"21005091475648"},"themes":[],"htmlText":"日前维珍银河向FCC重新提交了一份试验许可申请,其中包含了两条重要信息:第一条信息,VG把试飞高度从30万英尺提高到35万英尺,即越过卡门线约6公里的高度。能否越过卡门线对VSS 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木头姐减仓[喷血] SPAC疯狂退潮[喷血] 蓝色起源的威胁[喷血] ),接下来是会继续推迟试飞万劫不复,还是顺利推进从而一飞冲天?让我们拭目以待。$维珍银河(SPCE)$$Maxar Technologies Ltd.(MAXR)$$ARK Space Exploration & Innovation ETF(ARKX)$","images":[{"img":"https://static.tigerbbs.com/43934df6c22491450b81a663421018e5","width":"1441","height":"804"},{"img":"https://static.tigerbbs.com/089676c8b3fd262bd61af05029084769","width":"765","height":"437"},{"img":"https://static.tigerbbs.com/398dd18db79a68b43c012b9ebca9e83f","width":"1398","height":"547"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":12,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/104843539","isVote":1,"tweetType":1,"viewCount":11439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"128012848662400","authorId":"128012848662400","name":"懒象坊","avatar":"https://static.tigerbbs.com/f6fa41162de79e19d0cf1e0a4a40d8af","crmLevel":1,"crmLevelSwitch":0,"idStr":"128012848662400","authorIdStr":"128012848662400"},"content":"所以要么毁灭要么一飞冲天","text":"所以要么毁灭要么一飞冲天","html":"所以要么毁灭要么一飞冲天"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":46372,"gmtCreate":1488237372173,"gmtModify":1704875310891,"author":{"id":"21005091475648","authorId":"21005091475648","name":"马龙德兰彪","avatar":"https://static.tigerbbs.com/5d8e629945c0d6da551396e047988cd9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"21005091475648","authorIdStr":"21005091475648"},"themes":[],"title":"醒来吓一跳","htmlText":"$三倍做空黄金矿业指数ETF-Direxion(DUST)$ 一夜震幅20%,厉害了我的DUST过去还可以大概参照金价升跌多少来大致推断DUST的升跌幅,现在则感觉和金价相关度越来越偏离啊,除了ETF本身跟踪的金矿公司本身因素除外,是因为最近投资者认为金价处于高位而纷纷买入DUST吗","listText":"$三倍做空黄金矿业指数ETF-Direxion(DUST)$ 一夜震幅20%,厉害了我的DUST过去还可以大概参照金价升跌多少来大致推断DUST的升跌幅,现在则感觉和金价相关度越来越偏离啊,除了ETF本身跟踪的金矿公司本身因素除外,是因为最近投资者认为金价处于高位而纷纷买入DUST吗","text":"$三倍做空黄金矿业指数ETF-Direxion(DUST)$ 一夜震幅20%,厉害了我的DUST过去还可以大概参照金价升跌多少来大致推断DUST的升跌幅,现在则感觉和金价相关度越来越偏离啊,除了ETF本身跟踪的金矿公司本身因素除外,是因为最近投资者认为金价处于高位而纷纷买入DUST吗","images":[{"img":"https://static.laohu8.com/fd8b4b6f0012cfcb5ed9480f7e3b2f71"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":22,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/46372","isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":117226866,"gmtCreate":1623144900455,"gmtModify":1623146108691,"author":{"id":"21005091475648","authorId":"21005091475648","name":"马龙德兰彪","avatar":"https://static.tigerbbs.com/5d8e629945c0d6da551396e047988cd9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"21005091475648","authorIdStr":"21005091475648"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>假如FAA许可下发顺利,布兰森很可能将于7月4日搭乘VSS 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