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资本小鳄鱼
2024-07-11
我开仓了
$Core Scientific, Inc.(CORZ)$
,涨了5倍之后仍能看好 $corz? 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约:Core Scientific将凭借建设和管理200MW AI/HPC数据中心,获得年入2.9亿美金的收入,且预计获得80%的profit margin。单这一笔合约,给个10PE,就有22亿的市值;考虑到他们总共500MW的AI infrastructure的增长潜力,那么估值可以给到55亿,甚至更高。 2. 本身大饼挖矿,以及下半年降息可能带来的大饼上涨,这部分给个20亿的估值 3. 总体估值能来到75亿美金以上,目前来看还有翻倍的空间
资本小鳄鱼
2024-05-24
财报预期到底是谁的预期?
说明下美股公司财报预期的数据到底是怎么个情况,以及他们之间的区别。这里仅以营收预期为例,美股收益/EPS以及其他的财务或关键运营指标的逻辑也是一模一样的,就不再赘述了。 1. 公司自己给出的预期营收数字:一般公司在进行上一季度财报时,都会同时给出当前所在季度的营收指引。这个被称为公司自己的预期指引。这个数字一般在财报时给出后就不会再更改,一直保留到下次财报时用于对比,看到底是超预期(beat),还是低于预期(miss),或与预期持平(in-line)。大多数公司都会自己给出一个相对略保守点的数字,以便自己下次财报时更有机会打破,而不是达不到。偶尔,企业也会在下次财报前的非噤声期内突然做一个预期指引的更新,大多是因为有特别的情况发生之类的,很多是下调预期指引,但也有公司突然做出更新是上调指引的。但通常公司自己给出的这个预期数字都不会有任何更新。比如上次Q4财报时
$英伟达(NVDA)$
自己给出的Q1营收预期是240亿美金,然后这一个季度以来都没有上调或下调过指引,今天盘后实际公布的Q1营营收数据是260.4亿美金,妥妥地huge beat。 2. 华尔街sell-side给出的预期营收数字:一点背景说明,美国金融机构从资金走向的角度可以非常粗略地分为sell-side和buy-side,所谓的卖方机构和买方机构,简单理解是很容易的,取字面意思即可,即那些通常帮助客户卖出股票或债券等/ipo/增发融资的或者出售各种金融服务业务的投行基本就是sell-side方面的典型机构,大家经常看到的比如大小摩,高盛等给股票评级设定目标价的分析师也都来自sell-side即卖方机构;与之相对的,用自身资本买入各类头寸的就是所谓买方机构,比如典型的就是各路对冲基金,pension funds等等。于是,这里就有一
财报预期到底是谁的预期?
资本小鳄鱼
08-13 17:28
我开仓了100.0股
$Bullish(BLSH)$
,来看看我最新分享的订单!
@小虎看单
资本小鳄鱼
08-13 14:05
我开仓了1手
$UPST 20251017 70.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-13 13:53
我开仓了10手
$MARA 20250829 18.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-13 13:52
我平仓了
$SBET 20260116 40.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-13 13:34
我开仓了
$SBET 20260116 40.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-12 14:18
我开仓了4手
$MRVL 20250829 80.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-12 14:06
我开仓了2手
$SBET 20260116 40.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-12 14:06
我开仓了1手
$UPST 20251017 70.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-12 13:30
我开仓了1手
$UPST 20251017 70.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-11
我平仓了400.0股
$SharpLink Gaming(SBET)$
,短期有点疯了吧
资本小鳄鱼
08-11
我平仓了4手
$SBET 20260116 40.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-11
我开仓了10手
$MARA 20250829 18.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-11
我平仓了1手
$SBET 20260116 40.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-07
我开仓了
$SBET 20260116 40.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-07
我平仓了100.0股
$SharpLink Gaming(SBET)$
,不是不看好 卖出正股换成期权了
资本小鳄鱼
08-07
我开仓了
$SBET 20260116 40.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-06
我开仓了1手
$PLTR 20250808 170.0 PUT$
,来看看我最新分享的订单!
资本小鳄鱼
08-05
我开仓了2手
$SBET 20260116 40.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
08-05
我开仓了300.0股
$SharpLink Gaming(SBET)$
,来看看我最新分享的订单!
@小虎看单
资本小鳄鱼
08-05
我平仓了200.0股
$BitMine Immersion Technologies Inc.(BMNR)$
,来看看我最新分享的订单!
@小虎看单
去老虎APP查看更多动态
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Scientific和CoreWeave的AI infrastructure合约:Core Scientific将凭借建设和管理200MW AI/HPC数据中心,获得年入2.9亿美金的收入,且预计获得80%的profit margin。单这一笔合约,给个10PE,就有22亿的市值;考虑到他们总共500MW的AI infrastructure的增长潜力,那么估值可以给到55亿,甚至更高。 2. 本身大饼挖矿,以及下半年降息可能带来的大饼上涨,这部分给个20亿的估值 3. 总体估值能来到75亿美金以上,目前来看还有翻倍的空间","text":"我开仓了$Core Scientific, Inc.(CORZ)$ ,涨了5倍之后仍能看好 $corz? 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约:Core Scientific将凭借建设和管理200MW AI/HPC数据中心,获得年入2.9亿美金的收入,且预计获得80%的profit margin。单这一笔合约,给个10PE,就有22亿的市值;考虑到他们总共500MW的AI infrastructure的增长潜力,那么估值可以给到55亿,甚至更高。 2. 本身大饼挖矿,以及下半年降息可能带来的大饼上涨,这部分给个20亿的估值 3. 总体估值能来到75亿美金以上,目前来看还有翻倍的空间","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":4,"link":"https://laohu8.com/post/326408710574168","isVote":1,"tweetType":1,"viewCount":12029,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"content":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。","text":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。","html":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309204705951952,"gmtCreate":1716517295487,"gmtModify":1716518965847,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"title":"财报预期到底是谁的预期?","htmlText":"说明下美股公司财报预期的数据到底是怎么个情况,以及他们之间的区别。这里仅以营收预期为例,美股收益/EPS以及其他的财务或关键运营指标的逻辑也是一模一样的,就不再赘述了。 1. 公司自己给出的预期营收数字:一般公司在进行上一季度财报时,都会同时给出当前所在季度的营收指引。这个被称为公司自己的预期指引。这个数字一般在财报时给出后就不会再更改,一直保留到下次财报时用于对比,看到底是超预期(beat),还是低于预期(miss),或与预期持平(in-line)。大多数公司都会自己给出一个相对略保守点的数字,以便自己下次财报时更有机会打破,而不是达不到。偶尔,企业也会在下次财报前的非噤声期内突然做一个预期指引的更新,大多是因为有特别的情况发生之类的,很多是下调预期指引,但也有公司突然做出更新是上调指引的。但通常公司自己给出的这个预期数字都不会有任何更新。比如上次Q4财报时 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 自己给出的Q1营收预期是240亿美金,然后这一个季度以来都没有上调或下调过指引,今天盘后实际公布的Q1营营收数据是260.4亿美金,妥妥地huge beat。 2. 华尔街sell-side给出的预期营收数字:一点背景说明,美国金融机构从资金走向的角度可以非常粗略地分为sell-side和buy-side,所谓的卖方机构和买方机构,简单理解是很容易的,取字面意思即可,即那些通常帮助客户卖出股票或债券等/ipo/增发融资的或者出售各种金融服务业务的投行基本就是sell-side方面的典型机构,大家经常看到的比如大小摩,高盛等给股票评级设定目标价的分析师也都来自sell-side即卖方机构;与之相对的,用自身资本买入各类头寸的就是所谓买方机构,比如典型的就是各路对冲基金,pension funds等等。于是,这里就有一","listText":"说明下美股公司财报预期的数据到底是怎么个情况,以及他们之间的区别。这里仅以营收预期为例,美股收益/EPS以及其他的财务或关键运营指标的逻辑也是一模一样的,就不再赘述了。 1. 公司自己给出的预期营收数字:一般公司在进行上一季度财报时,都会同时给出当前所在季度的营收指引。这个被称为公司自己的预期指引。这个数字一般在财报时给出后就不会再更改,一直保留到下次财报时用于对比,看到底是超预期(beat),还是低于预期(miss),或与预期持平(in-line)。大多数公司都会自己给出一个相对略保守点的数字,以便自己下次财报时更有机会打破,而不是达不到。偶尔,企业也会在下次财报前的非噤声期内突然做一个预期指引的更新,大多是因为有特别的情况发生之类的,很多是下调预期指引,但也有公司突然做出更新是上调指引的。但通常公司自己给出的这个预期数字都不会有任何更新。比如上次Q4财报时 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 自己给出的Q1营收预期是240亿美金,然后这一个季度以来都没有上调或下调过指引,今天盘后实际公布的Q1营营收数据是260.4亿美金,妥妥地huge beat。 2. 华尔街sell-side给出的预期营收数字:一点背景说明,美国金融机构从资金走向的角度可以非常粗略地分为sell-side和buy-side,所谓的卖方机构和买方机构,简单理解是很容易的,取字面意思即可,即那些通常帮助客户卖出股票或债券等/ipo/增发融资的或者出售各种金融服务业务的投行基本就是sell-side方面的典型机构,大家经常看到的比如大小摩,高盛等给股票评级设定目标价的分析师也都来自sell-side即卖方机构;与之相对的,用自身资本买入各类头寸的就是所谓买方机构,比如典型的就是各路对冲基金,pension funds等等。于是,这里就有一","text":"说明下美股公司财报预期的数据到底是怎么个情况,以及他们之间的区别。这里仅以营收预期为例,美股收益/EPS以及其他的财务或关键运营指标的逻辑也是一模一样的,就不再赘述了。 1. 公司自己给出的预期营收数字:一般公司在进行上一季度财报时,都会同时给出当前所在季度的营收指引。这个被称为公司自己的预期指引。这个数字一般在财报时给出后就不会再更改,一直保留到下次财报时用于对比,看到底是超预期(beat),还是低于预期(miss),或与预期持平(in-line)。大多数公司都会自己给出一个相对略保守点的数字,以便自己下次财报时更有机会打破,而不是达不到。偶尔,企业也会在下次财报前的非噤声期内突然做一个预期指引的更新,大多是因为有特别的情况发生之类的,很多是下调预期指引,但也有公司突然做出更新是上调指引的。但通常公司自己给出的这个预期数字都不会有任何更新。比如上次Q4财报时 $英伟达(NVDA)$ 自己给出的Q1营收预期是240亿美金,然后这一个季度以来都没有上调或下调过指引,今天盘后实际公布的Q1营营收数据是260.4亿美金,妥妥地huge beat。 2. 华尔街sell-side给出的预期营收数字:一点背景说明,美国金融机构从资金走向的角度可以非常粗略地分为sell-side和buy-side,所谓的卖方机构和买方机构,简单理解是很容易的,取字面意思即可,即那些通常帮助客户卖出股票或债券等/ipo/增发融资的或者出售各种金融服务业务的投行基本就是sell-side方面的典型机构,大家经常看到的比如大小摩,高盛等给股票评级设定目标价的分析师也都来自sell-side即卖方机构;与之相对的,用自身资本买入各类头寸的就是所谓买方机构,比如典型的就是各路对冲基金,pension funds等等。于是,这里就有一","images":[],"top":2,"highlighted":1,"essential":1,"paper":2,"likeSize":10,"commentSize":5,"repostSize":3,"link":"https://laohu8.com/post/309204705951952","isVote":1,"tweetType":1,"viewCount":14360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"339185610703890","authorId":"339185610703890","name":"和着泪关灯吃面","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"339185610703890","authorIdStr":"339185610703890"},"content":"小鳄鱼这个写的很用心,应该加精","text":"小鳄鱼这个写的很用心,应该加精","html":"小鳄鱼这个写的很用心,应该加精"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467310428819560,"gmtCreate":1755106120806,"gmtModify":1755216674688,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了100.0股<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$ </a>,来看看我最新分享的订单!<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","listText":"我开仓了100.0股<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$ </a>,来看看我最新分享的订单!<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我开仓了100.0股$Bullish(BLSH)$ ,来看看我最新分享的订单!@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/467310428819560","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467259332903192,"gmtCreate":1755093944341,"gmtModify":1755200823733,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/UPST 20251017 70.0 CALL\">$UPST 20251017 70.0 CALL$ </a>,来看看我最新分享的订单!","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/UPST 20251017 70.0 CALL\">$UPST 20251017 70.0 CALL$ </a>,来看看我最新分享的订单!","text":"我开仓了1手$UPST 20251017 70.0 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467259332903192","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467257233559688,"gmtCreate":1755093192111,"gmtModify":1755202189289,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了10手<a href=\"https://laohu8.com/OPT/MARA 20250829 18.0 CALL\">$MARA 20250829 18.0 CALL$ </a>,来看看我最新分享的订单!","listText":"我开仓了10手<a href=\"https://laohu8.com/OPT/MARA 20250829 18.0 CALL\">$MARA 20250829 18.0 CALL$ </a>,来看看我最新分享的订单!","text":"我开仓了10手$MARA 20250829 18.0 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467257233559688","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467256059543920,"gmtCreate":1755093145905,"gmtModify":1755093148436,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/SBET 20260116 40.0 CALL\">$SBET 20260116 40.0 CALL$ </a>,来看看我最新分享的订单!","listText":"我平仓了<a href=\"https://laohu8.com/OPT/SBET 20260116 40.0 CALL\">$SBET 20260116 40.0 CALL$ </a>,来看看我最新分享的订单!","text":"我平仓了$SBET 20260116 40.0 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467256059543920","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467250225037840,"gmtCreate":1755092088526,"gmtModify":1755202040241,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/SBET 20260116 40.0 CALL\">$SBET 20260116 40.0 CALL$ </a>,来看看我最新分享的订单!","listText":"我开仓了<a href=\"https://laohu8.com/OPT/SBET 20260116 40.0 CALL\">$SBET 20260116 40.0 CALL$ </a>,来看看我最新分享的订单!","text":"我开仓了$SBET 20260116 40.0 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467250225037840","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466908001001896,"gmtCreate":1755008319274,"gmtModify":1755202042202,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了4手<a href=\"https://laohu8.com/OPT/MRVL 20250829 80.0 CALL\">$MRVL 20250829 80.0 CALL$ </a>,来看看我最新分享的订单!","listText":"我开仓了4手<a href=\"https://laohu8.com/OPT/MRVL 20250829 80.0 CALL\">$MRVL 20250829 80.0 CALL$ </a>,来看看我最新分享的订单!","text":"我开仓了4手$MRVL 20250829 80.0 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466908001001896","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466904009142712,"gmtCreate":1755007560562,"gmtModify":1755202189313,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/SBET 20260116 40.0 CALL\">$SBET 20260116 40.0 CALL$ </a>,来看看我最新分享的订单!","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/SBET 20260116 40.0 CALL\">$SBET 20260116 40.0 CALL$ </a>,来看看我最新分享的订单!","text":"我开仓了2手$SBET 20260116 40.0 CALL$ 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href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我开仓了300.0股$SharpLink Gaming(SBET)$ ,来看看我最新分享的订单!@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464390915547576","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464393709785152,"gmtCreate":1754402301176,"gmtModify":1754403512248,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我平仓了200.0股<a href=\"https://laohu8.com/S/BMNR\">$BitMine Immersion Technologies Inc.(BMNR)$ </a>,来看看我最新分享的订单!<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","listText":"我平仓了200.0股<a href=\"https://laohu8.com/S/BMNR\">$BitMine Immersion Technologies Inc.(BMNR)$ </a>,来看看我最新分享的订单!<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我平仓了200.0股$BitMine Immersion Technologies Inc.(BMNR)$ ,来看看我最新分享的订单!@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464393709785152","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":467310428819560,"gmtCreate":1755106120806,"gmtModify":1755216674688,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了100.0股<a href=\"https://laohu8.com/S/BLSH\">$Bullish(BLSH)$ </a>,来看看我最新分享的订单!<a 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,来看看我最新分享的订单!@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/467310428819560","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309204705951952,"gmtCreate":1716517295487,"gmtModify":1716518965847,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"title":"财报预期到底是谁的预期?","htmlText":"说明下美股公司财报预期的数据到底是怎么个情况,以及他们之间的区别。这里仅以营收预期为例,美股收益/EPS以及其他的财务或关键运营指标的逻辑也是一模一样的,就不再赘述了。 1. 公司自己给出的预期营收数字:一般公司在进行上一季度财报时,都会同时给出当前所在季度的营收指引。这个被称为公司自己的预期指引。这个数字一般在财报时给出后就不会再更改,一直保留到下次财报时用于对比,看到底是超预期(beat),还是低于预期(miss),或与预期持平(in-line)。大多数公司都会自己给出一个相对略保守点的数字,以便自己下次财报时更有机会打破,而不是达不到。偶尔,企业也会在下次财报前的非噤声期内突然做一个预期指引的更新,大多是因为有特别的情况发生之类的,很多是下调预期指引,但也有公司突然做出更新是上调指引的。但通常公司自己给出的这个预期数字都不会有任何更新。比如上次Q4财报时 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 自己给出的Q1营收预期是240亿美金,然后这一个季度以来都没有上调或下调过指引,今天盘后实际公布的Q1营营收数据是260.4亿美金,妥妥地huge beat。 2. 华尔街sell-side给出的预期营收数字:一点背景说明,美国金融机构从资金走向的角度可以非常粗略地分为sell-side和buy-side,所谓的卖方机构和买方机构,简单理解是很容易的,取字面意思即可,即那些通常帮助客户卖出股票或债券等/ipo/增发融资的或者出售各种金融服务业务的投行基本就是sell-side方面的典型机构,大家经常看到的比如大小摩,高盛等给股票评级设定目标价的分析师也都来自sell-side即卖方机构;与之相对的,用自身资本买入各类头寸的就是所谓买方机构,比如典型的就是各路对冲基金,pension funds等等。于是,这里就有一","listText":"说明下美股公司财报预期的数据到底是怎么个情况,以及他们之间的区别。这里仅以营收预期为例,美股收益/EPS以及其他的财务或关键运营指标的逻辑也是一模一样的,就不再赘述了。 1. 公司自己给出的预期营收数字:一般公司在进行上一季度财报时,都会同时给出当前所在季度的营收指引。这个被称为公司自己的预期指引。这个数字一般在财报时给出后就不会再更改,一直保留到下次财报时用于对比,看到底是超预期(beat),还是低于预期(miss),或与预期持平(in-line)。大多数公司都会自己给出一个相对略保守点的数字,以便自己下次财报时更有机会打破,而不是达不到。偶尔,企业也会在下次财报前的非噤声期内突然做一个预期指引的更新,大多是因为有特别的情况发生之类的,很多是下调预期指引,但也有公司突然做出更新是上调指引的。但通常公司自己给出的这个预期数字都不会有任何更新。比如上次Q4财报时 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 自己给出的Q1营收预期是240亿美金,然后这一个季度以来都没有上调或下调过指引,今天盘后实际公布的Q1营营收数据是260.4亿美金,妥妥地huge beat。 2. 华尔街sell-side给出的预期营收数字:一点背景说明,美国金融机构从资金走向的角度可以非常粗略地分为sell-side和buy-side,所谓的卖方机构和买方机构,简单理解是很容易的,取字面意思即可,即那些通常帮助客户卖出股票或债券等/ipo/增发融资的或者出售各种金融服务业务的投行基本就是sell-side方面的典型机构,大家经常看到的比如大小摩,高盛等给股票评级设定目标价的分析师也都来自sell-side即卖方机构;与之相对的,用自身资本买入各类头寸的就是所谓买方机构,比如典型的就是各路对冲基金,pension funds等等。于是,这里就有一","text":"说明下美股公司财报预期的数据到底是怎么个情况,以及他们之间的区别。这里仅以营收预期为例,美股收益/EPS以及其他的财务或关键运营指标的逻辑也是一模一样的,就不再赘述了。 1. 公司自己给出的预期营收数字:一般公司在进行上一季度财报时,都会同时给出当前所在季度的营收指引。这个被称为公司自己的预期指引。这个数字一般在财报时给出后就不会再更改,一直保留到下次财报时用于对比,看到底是超预期(beat),还是低于预期(miss),或与预期持平(in-line)。大多数公司都会自己给出一个相对略保守点的数字,以便自己下次财报时更有机会打破,而不是达不到。偶尔,企业也会在下次财报前的非噤声期内突然做一个预期指引的更新,大多是因为有特别的情况发生之类的,很多是下调预期指引,但也有公司突然做出更新是上调指引的。但通常公司自己给出的这个预期数字都不会有任何更新。比如上次Q4财报时 $英伟达(NVDA)$ 自己给出的Q1营收预期是240亿美金,然后这一个季度以来都没有上调或下调过指引,今天盘后实际公布的Q1营营收数据是260.4亿美金,妥妥地huge beat。 2. 华尔街sell-side给出的预期营收数字:一点背景说明,美国金融机构从资金走向的角度可以非常粗略地分为sell-side和buy-side,所谓的卖方机构和买方机构,简单理解是很容易的,取字面意思即可,即那些通常帮助客户卖出股票或债券等/ipo/增发融资的或者出售各种金融服务业务的投行基本就是sell-side方面的典型机构,大家经常看到的比如大小摩,高盛等给股票评级设定目标价的分析师也都来自sell-side即卖方机构;与之相对的,用自身资本买入各类头寸的就是所谓买方机构,比如典型的就是各路对冲基金,pension funds等等。于是,这里就有一","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":10,"commentSize":5,"repostSize":3,"link":"https://laohu8.com/post/309204705951952","isVote":1,"tweetType":1,"viewCount":14360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"339185610703890","authorId":"339185610703890","name":"和着泪关灯吃面","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"339185610703890","authorIdStr":"339185610703890"},"content":"小鳄鱼这个写的很用心,应该加精","text":"小鳄鱼这个写的很用心,应该加精","html":"小鳄鱼这个写的很用心,应该加精"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326408710574168,"gmtCreate":1720691323935,"gmtModify":1746586216143,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/CORZ\">$Core Scientific, Inc.(CORZ)$ </a>,涨了5倍之后仍能看好 $corz? 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约:Core Scientific将凭借建设和管理200MW AI/HPC数据中心,获得年入2.9亿美金的收入,且预计获得80%的profit margin。单这一笔合约,给个10PE,就有22亿的市值;考虑到他们总共500MW的AI infrastructure的增长潜力,那么估值可以给到55亿,甚至更高。 2. 本身大饼挖矿,以及下半年降息可能带来的大饼上涨,这部分给个20亿的估值 3. 总体估值能来到75亿美金以上,目前来看还有翻倍的空间","listText":"我开仓了<a href=\"https://laohu8.com/S/CORZ\">$Core Scientific, Inc.(CORZ)$ </a>,涨了5倍之后仍能看好 $corz? 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约:Core Scientific将凭借建设和管理200MW AI/HPC数据中心,获得年入2.9亿美金的收入,且预计获得80%的profit margin。单这一笔合约,给个10PE,就有22亿的市值;考虑到他们总共500MW的AI infrastructure的增长潜力,那么估值可以给到55亿,甚至更高。 2. 本身大饼挖矿,以及下半年降息可能带来的大饼上涨,这部分给个20亿的估值 3. 总体估值能来到75亿美金以上,目前来看还有翻倍的空间","text":"我开仓了$Core Scientific, Inc.(CORZ)$ ,涨了5倍之后仍能看好 $corz? 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约:Core Scientific将凭借建设和管理200MW AI/HPC数据中心,获得年入2.9亿美金的收入,且预计获得80%的profit margin。单这一笔合约,给个10PE,就有22亿的市值;考虑到他们总共500MW的AI infrastructure的增长潜力,那么估值可以给到55亿,甚至更高。 2. 本身大饼挖矿,以及下半年降息可能带来的大饼上涨,这部分给个20亿的估值 3. 总体估值能来到75亿美金以上,目前来看还有翻倍的空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":4,"link":"https://laohu8.com/post/326408710574168","isVote":1,"tweetType":1,"viewCount":12029,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"content":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。","text":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。","html":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326694561280008,"gmtCreate":1720791123431,"gmtModify":1746537986012,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/BIDU 20240920 100.0 PUT\">$BIDU 20240920 100.0 PUT$ </a>,第一次做sp,百度这个位置股价还是有支撑的;萝卜快跑显然比特斯的进展快多了,iphone 16国产机也会接入百度的ai,中期100块10倍左右的pe是挺便宜的","listText":"我开仓了<a href=\"https://laohu8.com/OPT/BIDU 20240920 100.0 PUT\">$BIDU 20240920 100.0 PUT$ </a>,第一次做sp,百度这个位置股价还是有支撑的;萝卜快跑显然比特斯的进展快多了,iphone 16国产机也会接入百度的ai,中期100块10倍左右的pe是挺便宜的","text":"我开仓了$BIDU 20240920 100.0 PUT$ ,第一次做sp,百度这个位置股价还是有支撑的;萝卜快跑显然比特斯的进展快多了,iphone 16国产机也会接入百度的ai,中期100块10倍左右的pe是挺便宜的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/326694561280008","isVote":1,"tweetType":1,"viewCount":25941,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4183557515586652","authorId":"4183557515586652","name":"雪山飞狐1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4183557515586652","authorIdStr":"4183557515586652"},"content":"请教下,如果是看好百度继续向上。为什么会买中期看跌呢?","text":"请教下,如果是看好百度继续向上。为什么会买中期看跌呢?","html":"请教下,如果是看好百度继续向上。为什么会买中期看跌呢?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325777045143640,"gmtCreate":1720537108742,"gmtModify":1746535549019,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/CORZ\">$Core Scientific, Inc.(CORZ)$ </a>,逐步建仓 会加到比较重的仓位 合适的话可以all in的 债转股即将执行,短期的抛压可能会是建仓的良机","listText":"我开仓了<a href=\"https://laohu8.com/S/CORZ\">$Core Scientific, Inc.(CORZ)$ </a>,逐步建仓 会加到比较重的仓位 合适的话可以all in的 债转股即将执行,短期的抛压可能会是建仓的良机","text":"我开仓了$Core Scientific, Inc.(CORZ)$ ,逐步建仓 会加到比较重的仓位 合适的话可以all in的 债转股即将执行,短期的抛压可能会是建仓的良机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/325777045143640","isVote":1,"tweetType":1,"viewCount":14370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321557057216520,"gmtCreate":1719535313197,"gmtModify":1746535548946,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/CIFR\">$Cipher Mining Inc.(CIFR)$ </a>,底部的矿股","listText":"我开仓了<a href=\"https://laohu8.com/S/CIFR\">$Cipher Mining Inc.(CIFR)$ </a>,底部的矿股","text":"我开仓了$Cipher Mining Inc.(CIFR)$ ,底部的矿股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/321557057216520","isVote":1,"tweetType":1,"viewCount":3780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322917641224264,"gmtCreate":1719846326382,"gmtModify":1746537985980,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,短期的扰动 不影响再创新高","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,短期的扰动 不影响再创新高","text":"我开仓了$英伟达(NVDA)$ ,短期的扰动 不影响再创新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":2,"link":"https://laohu8.com/post/322917641224264","isVote":1,"tweetType":1,"viewCount":3668,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253049595214350","authorId":"253049595214350","name":"万法隐世仙君","avatar":"https://static.tigerbbs.com/a609ce6b310ba764016d58d6fd052a4e","crmLevel":8,"crmLevelSwitch":0,"idStr":"253049595214350","authorIdStr":"253049595214350"},"content":"操作这么频繁,用期权开仓平仓,会舒服轻松很多","text":"操作这么频繁,用期权开仓平仓,会舒服轻松很多","html":"操作这么频繁,用期权开仓平仓,会舒服轻松很多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467308038537656,"gmtCreate":1755106200551,"gmtModify":1755106230740,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我平仓了400.0股<a href=\"https://laohu8.com/S/SBET\">$SharpLink Gaming(SBET)$ </a>,去查看订单详情。<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","listText":"我平仓了400.0股<a href=\"https://laohu8.com/S/SBET\">$SharpLink Gaming(SBET)$ </a>,去查看订单详情。<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我平仓了400.0股$SharpLink Gaming(SBET)$ 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>,我开仓了<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>,amd也震荡够久了,怎么也得补涨一下吧……","text":"我开仓了$美国超微公司(AMD)$ ,我开仓了$美国超微公司(AMD)$ 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,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/404415827161816","isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":4,"crmLevelSwitch":0,"idStr":"3558909450416751","authorIdStr":"3558909450416751"},"content":"卧槽,大佬也买了这个,加仓","text":"卧槽,大佬也买了这个,加仓","html":"卧槽,大佬也买了这个,加仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375510238601616,"gmtCreate":1732718983754,"gmtModify":1753348290244,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/SMCI 20250221 38.0 CALL\">$SMCI 20250221 38.0 CALL$ </a>,刚好翻倍了,把本金出掉,剩下的利润就当是免费的彩票吧。如果smci不用退市了,希望可以+0[龇牙] [财迷] ","listText":"我平仓了<a href=\"https://laohu8.com/OPT/SMCI 20250221 38.0 CALL\">$SMCI 20250221 38.0 CALL$ </a>,刚好翻倍了,把本金出掉,剩下的利润就当是免费的彩票吧。如果smci不用退市了,希望可以+0[龇牙] [财迷] ","text":"我平仓了$SMCI 20250221 38.0 CALL$ ,刚好翻倍了,把本金出掉,剩下的利润就当是免费的彩票吧。如果smci不用退市了,希望可以+0[龇牙] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/375510238601616","isVote":1,"tweetType":1,"viewCount":6557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372812601290840,"gmtCreate":1732028223180,"gmtModify":1746558052312,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/CLSK 20250117 12.5 CALL\">$CLSK 20250117 12.5 CALL$ </a>,短期这么跌是空头陷阱吧,大饼维持高价 矿工不会一直这么低迷的。我相信上涨只会迟到 不会缺席!","listText":"我开仓了<a href=\"https://laohu8.com/OPT/CLSK 20250117 12.5 CALL\">$CLSK 20250117 12.5 CALL$ </a>,短期这么跌是空头陷阱吧,大饼维持高价 矿工不会一直这么低迷的。我相信上涨只会迟到 不会缺席!","text":"我开仓了$CLSK 20250117 12.5 CALL$ ,短期这么跌是空头陷阱吧,大饼维持高价 矿工不会一直这么低迷的。我相信上涨只会迟到 不会缺席!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/372812601290840","isVote":1,"tweetType":1,"viewCount":6332,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474501087447989","authorId":"3474501087447989","name":"陈为之","avatar":"https://static.tigerbbs.com/0d8fda2682b25b78a706b6ebca366c7e","crmLevel":9,"crmLevelSwitch":1,"idStr":"3474501087447989","authorIdStr":"3474501087447989"},"content":"赞同,第一目标价24[美金]","text":"赞同,第一目标价24[美金]","html":"赞同,第一目标价24[美金]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}