Janeyy的个人主页 - 老虎社区

Janeyy

Janeyy

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IP属地：湖北

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1主题

0勋章

2021-07-27

嗯

抱歉，原内容已删除

2021-06-17

今天股市会下跌吗？

2021-06-14

今天休市，明天开市

2021-06-13

今天不开市

2021-06-12

boss直聘给力

2021-06-10

时代天使要上市啦

2021-06-06

这篇文章不错，转发给大家看

@价值投资为王:巅峰狂飙，英伟达一季报再创辉煌！

2021-06-06

这篇文章不错，转发给大家看

@Iverson:亏损扩大，快手如何自救？

2021-06-06

今天休市啦

2021-06-04

这篇文章不错，转发给大家看

@Iverson:亏损扩大，快手如何自救？

2021-05-31

今天得行情如何呢

2021-05-29

今天休市，周二开市

2021-05-25

今天的行情如何

2021-05-24

今天的行情

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这一幕似曾相识，上一次大超预期的四季报发布，股价同样不涨反跌，让人摸不着头脑。但还好，是金子总是会发光的，比如当下英伟达的股价逼近历史新高！ 巅峰狂飙不敌预期打的太满！ 当下的英伟达不仅是资本市场的香饽饽，更是游戏玩家宠爱的对象，受疫情影响，游戏显卡的需求大爆发，叠加半导体产能受限，一卡难求已经是老生常谈。 除了显卡业务爆发，数据中心同样迎来需求洪峰。受益于线下活动减少，线上需求活跃，谷歌、亚马逊、阿里等互联网巨头重金砸向数据中心。 此种背景之下，英伟达成为最大的赢家，季度营收增速屡创新高，资本市场先是惊喜连连，而后开始对好成绩略显疲态。 在一季报发布之前，英伟达曾上调业绩预测，因此，当大超预期的财报发布之后，市场反应反而是利好出尽是利空，先跌为敬。 回到一季报财务数据上来，英伟达当季营收56.6亿美元，超出业绩指引的53亿，也超出华尔街一致预期的54.1亿，同比增速达到了83.8%。 分业务来看，游戏业务是英伟达传统第一大营收来源，数据中心业务是明日之星，营收规模曾一度超越游戏业务，其他业务，如专业可视化、汽车和OEM，当下的营收总额较小，对英伟达这艘大船来说，尚无搅动方向的能力。 游戏业务得益于GeForce RTX 30系列的强劲销售和任天堂Switch一季度出货量大超预期，当季营收斩获27.6亿美元，同比增速106%，是本季度营收大超预期的主要功臣。 游戏业务的大爆发与加密货币挖矿需求也脱不开关系，将游戏显卡用于挖矿也不是新鲜事了，虽然英伟达为了照顾游戏玩家","text":"英伟达的财报总能让投资者振奋！ 去年四季度，英伟达营收破50亿美元大关，创下历史记录。 今年一季度，英伟达勇立潮头，再创佳绩，单季营收增速达到83.8%，又一次让市场惊掉了下巴。 或许是历史成绩过于优异，屡超预期的成绩单很难调动华尔街贪婪的欲望，在大超预期的财报发布之后，英伟达盘后股价不涨反跌，小幅回落近1%。 这一幕似曾相识，上一次大超预期的四季报发布，股价同样不涨反跌，让人摸不着头脑。但还好，是金子总是会发光的，比如当下英伟达的股价逼近历史新高！ 巅峰狂飙不敌预期打的太满！ 当下的英伟达不仅是资本市场的香饽饽，更是游戏玩家宠爱的对象，受疫情影响，游戏显卡的需求大爆发，叠加半导体产能受限，一卡难求已经是老生常谈。 除了显卡业务爆发，数据中心同样迎来需求洪峰。受益于线下活动减少，线上需求活跃，谷歌、亚马逊、阿里等互联网巨头重金砸向数据中心。 此种背景之下，英伟达成为最大的赢家，季度营收增速屡创新高，资本市场先是惊喜连连，而后开始对好成绩略显疲态。 在一季报发布之前，英伟达曾上调业绩预测，因此，当大超预期的财报发布之后，市场反应反而是利好出尽是利空，先跌为敬。 回到一季报财务数据上来，英伟达当季营收56.6亿美元，超出业绩指引的53亿，也超出华尔街一致预期的54.1亿，同比增速达到了83.8%。 分业务来看，游戏业务是英伟达传统第一大营收来源，数据中心业务是明日之星，营收规模曾一度超越游戏业务，其他业务，如专业可视化、汽车和OEM，当下的营收总额较小，对英伟达这艘大船来说，尚无搅动方向的能力。 游戏业务得益于GeForce RTX 30系列的强劲销售和任天堂Switch一季度出货量大超预期，当季营收斩获27.6亿美元，同比增速106%，是本季度营收大超预期的主要功臣。 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href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 自IPO以来股价持续走低，以最高点计算股价跌幅接近50%，资金面紧俏令投资者对亏损企业的容忍度急剧下降。 快手2021年第一季度业绩表现中规中矩，市场本身对这份财报期待也不高，调整后净亏损还在进一步扩大。受制于竞争压力，快手目前还处于对营销、内容和人员的投入期，短期内投资者很难对这家市值近万亿港币的短视频公司提起兴趣。 收入降速，亏损扩大 一季度，快手用户规模及用户参与度均超出预期，DAU、MAU及用户时长都有两位数的增长。财报显示，快手中国应用程度及小程序的DAU达到3.792亿，同比增长26.4%；快手应用平均DAU和MAU为2.9532亿、5.198亿；单位日活用户的日均使用时长提升至99.3分钟，同比增长16.5%。 一方面，快手在春节期间加码内容运营，去中心化的普惠机制使腰部中小创作者的创作意愿增强。虽然本季度，快手绝对的用户数量超预期，但我们看到其实用户增长已经开始趋缓，在这个阶段，快手经过几年时间构建起的“私域流量”优势在提升用户粘性方面发挥了重要作用。 用户强劲增长的背后，营收增速已然表现出疲态。一季度公司总收入170亿元，同比增长36.6%。不过，快手仍处于扩张期，同时考虑到与抖音的竞争加剧，对营销、内容和获客的投入推升了成本费用，本季度调整后的净亏损达到49亿元，去年同期为43.454亿元，亏损进一步扩大，预计短期内利润继续承压。 淡季不淡，广告收入占比首次过半 一季度通常是广告行业的淡季，但快手一季度线上营销服务收入仍同比大增161.5%，占比首次超过50%。相较传统社交媒体平台，短视频平台在广告系统、算法和投放精准度等方面对广告主更具吸引力，通过定制化内容和推送提升用户体验和转化率。从两个直观的指标来观察，一季度快手广告主数量是去年同期的两倍","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 自IPO以来股价持续走低，以最高点计算股价跌幅接近50%，资金面紧俏令投资者对亏损企业的容忍度急剧下降。 快手2021年第一季度业绩表现中规中矩，市场本身对这份财报期待也不高，调整后净亏损还在进一步扩大。受制于竞争压力，快手目前还处于对营销、内容和人员的投入期，短期内投资者很难对这家市值近万亿港币的短视频公司提起兴趣。 收入降速，亏损扩大 一季度，快手用户规模及用户参与度均超出预期，DAU、MAU及用户时长都有两位数的增长。财报显示，快手中国应用程度及小程序的DAU达到3.792亿，同比增长26.4%；快手应用平均DAU和MAU为2.9532亿、5.198亿；单位日活用户的日均使用时长提升至99.3分钟，同比增长16.5%。 一方面，快手在春节期间加码内容运营，去中心化的普惠机制使腰部中小创作者的创作意愿增强。虽然本季度，快手绝对的用户数量超预期，但我们看到其实用户增长已经开始趋缓，在这个阶段，快手经过几年时间构建起的“私域流量”优势在提升用户粘性方面发挥了重要作用。 用户强劲增长的背后，营收增速已然表现出疲态。一季度公司总收入170亿元，同比增长36.6%。不过，快手仍处于扩张期，同时考虑到与抖音的竞争加剧，对营销、内容和获客的投入推升了成本费用，本季度调整后的净亏损达到49亿元，去年同期为43.454亿元，亏损进一步扩大，预计短期内利润继续承压。 淡季不淡，广告收入占比首次过半 一季度通常是广告行业的淡季，但快手一季度线上营销服务收入仍同比大增161.5%，占比首次超过50%。相较传统社交媒体平台，短视频平台在广告系统、算法和投放精准度等方面对广告主更具吸引力，通过定制化内容和推送提升用户体验和转化率。从两个直观的指标来观察，一季度快手广告主数量是去年同期的两倍","text":"$快手-W(01024)$ 自IPO以来股价持续走低，以最高点计算股价跌幅接近50%，资金面紧俏令投资者对亏损企业的容忍度急剧下降。 快手2021年第一季度业绩表现中规中矩，市场本身对这份财报期待也不高，调整后净亏损还在进一步扩大。受制于竞争压力，快手目前还处于对营销、内容和人员的投入期，短期内投资者很难对这家市值近万亿港币的短视频公司提起兴趣。 收入降速，亏损扩大 一季度，快手用户规模及用户参与度均超出预期，DAU、MAU及用户时长都有两位数的增长。财报显示，快手中国应用程度及小程序的DAU达到3.792亿，同比增长26.4%；快手应用平均DAU和MAU为2.9532亿、5.198亿；单位日活用户的日均使用时长提升至99.3分钟，同比增长16.5%。 一方面，快手在春节期间加码内容运营，去中心化的普惠机制使腰部中小创作者的创作意愿增强。虽然本季度，快手绝对的用户数量超预期，但我们看到其实用户增长已经开始趋缓，在这个阶段，快手经过几年时间构建起的“私域流量”优势在提升用户粘性方面发挥了重要作用。 用户强劲增长的背后，营收增速已然表现出疲态。一季度公司总收入170亿元，同比增长36.6%。不过，快手仍处于扩张期，同时考虑到与抖音的竞争加剧，对营销、内容和获客的投入推升了成本费用，本季度调整后的净亏损达到49亿元，去年同期为43.454亿元，亏损进一步扩大，预计短期内利润继续承压。 淡季不淡，广告收入占比首次过半 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