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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
01:36
我开仓了500.0股
$快手-W(01024)$
,来看看我最新分享的订单!
资本小鳄鱼
03-20 15:08
我开仓了3手
$NVDA 20250404 119.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
03-20 15:03
我平仓了50.0股
$英伟达(NVDA)$
,美股反弹主要做期权吧 留出仓位给港股
资本小鳄鱼
03-20 14:51
我平仓了5.0股
$Meta Platforms, Inc.(META)$
,只要做期权了 回收一些仓位 等着抄底港股去
资本小鳄鱼
03-20 13:52
我开仓了1手
$META 20250404 590.0 CALL$
,昨天大概率是情绪冰点了,加上美联储对市场还是呵护的,我宣布,本轮反弹从今天开始!
资本小鳄鱼
03-20 13:31
我开仓了2手
$NVDA 20250404 119.0 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
03-20 13:31
我开仓了1手
$META 20250404 590.0 CALL$
,尝试炒底美股啦
资本小鳄鱼
03-20 10:29
我开仓了5.0股
$Meta Platforms, Inc.(META)$
,来看看我最新分享的订单!
资本小鳄鱼
03-20 10:24
我开仓了50.0股
$英伟达(NVDA)$
,来看看我最新分享的订单!
资本小鳄鱼
03-20 05:44
我平仓了3000.0股
$快手-W(01024)$
,恒科可能有点涨不动了?回收仓位准备抄底美股去
资本小鳄鱼
03-17
我平仓了3手
$GOOG 20250328 170.0 CALL$
,做多失败 止损吧
资本小鳄鱼
03-14
我开仓了5手
$KST.HK 20250328 67.50 CALL$
,25号财报 博一下
资本小鳄鱼
03-12
我开仓了5手
$SOUN 20250328 9.0 PUT$
,空头没那么容易结束吧
资本小鳄鱼
03-11
我开仓了2手
$UVXY 20250314 28.0 PUT$
,短期看止跌吧 空一下恐慌指数
资本小鳄鱼
03-11
我平仓了1手
$AMD 20250328 99.0 PUT$
,来看看我最新分享的订单!
资本小鳄鱼
03-11
我平仓了5手
$SOUN 20250328 9.0 PUT$
,来看看我最新分享的订单!
资本小鳄鱼
03-11
我平仓了1手
$TSLA 20250314 215.0 PUT$
,平仓睡觉💤
资本小鳄鱼
03-11
我开仓了1手
$TSLA 20250314 215.0 PUT$
,下跌趋势 还是要多多做空呀
资本小鳄鱼
03-11
我开仓了4手
$BABA 20250328 130.0 CALL$
,白天港股已经展现了强势 美股只要不大跌 中概的行情才刚在半山腰呢
资本小鳄鱼
03-11
我开仓了2000.0股
$快手-W(01024)$
,港股好强 追回来吧
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":3,"repostSize":4,"link":"https://laohu8.com/post/326408710574168","isVote":1,"tweetType":1,"viewCount":10120,"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. 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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 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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":9,"commentSize":4,"repostSize":3,"link":"https://laohu8.com/post/309204705951952","isVote":1,"tweetType":1,"viewCount":10887,"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":375510238601616,"gmtCreate":1732718983754,"gmtModify":1732762375667,"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 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[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":5569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360389142454296,"gmtCreate":1729003928815,"gmtModify":1729004135974,"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/NVDA 20241115 110.0 CALL\">$NVDA 20241115 110.0 CALL$ </a>,来看看我最新分享的订单!","listText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20241115 110.0 CALL\">$NVDA 20241115 110.0 CALL$ </a>,来看看我最新分享的订单!","text":"我平仓了$NVDA 20241115 110.0 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/360389142454296","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324215614754856,"gmtCreate":1720160046031,"gmtModify":1720702608644,"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/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……","listText":"我开仓了<a 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$美国超微公司(AMD)$ ,amd也震荡够久了,怎么也得补涨一下吧……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":3,"link":"https://laohu8.com/post/324215614754856","isVote":1,"tweetType":1,"viewCount":14971,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4130377405762172","authorId":"4130377405762172","name":"港乜嘢吖","avatar":"https://static.tigerbbs.com/2e11ebd9218be3a4ecb251c3d8f63596","crmLevel":2,"crmLevelSwitch":0,"idStr":"4130377405762172","authorIdStr":"4130377405762172"},"content":"amd看到多少?","text":"amd看到多少?","html":"amd看到多少?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326454923202568,"gmtCreate":1720702604173,"gmtModify":1720703027619,"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/S/AMD\">$美国超微公司(AMD)$ </a>,降息预期起来了 相比这种已经涨起来的二流ai芯片 肯定有更好的选择","listText":"我平仓了<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>,降息预期起来了 相比这种已经涨起来的二流ai芯片 肯定有更好的选择","text":"我平仓了$美国超微公司(AMD)$ ,降息预期起来了 相比这种已经涨起来的二流ai芯片 肯定有更好的选择","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/326454923202568","isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326694561280008,"gmtCreate":1720791123431,"gmtModify":1742050921533,"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 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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":14082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321557057216520,"gmtCreate":1719535313197,"gmtModify":1738827515567,"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":3336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326408710574168,"gmtCreate":1720691323935,"gmtModify":1742047705773,"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 $corz? 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约:Core Scientific将凭借建设和管理200MW AI/HPC数据中心,获得年入2.9亿美金的收入,且预计获得80%的profit margin。单这一笔合约,给个10PE,就有22亿的市值;考虑到他们总共500MW的AI infrastructure的增长潜力,那么估值可以给到55亿,甚至更高。 2. 本身大饼挖矿,以及下半年降息可能带来的大饼上涨,这部分给个20亿的估值 3. 总体估值能来到75亿美金以上,目前来看还有翻倍的空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":4,"link":"https://laohu8.com/post/326408710574168","isVote":1,"tweetType":1,"viewCount":10120,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"content":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。","text":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。","html":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322917641224264,"gmtCreate":1719846326382,"gmtModify":1731336723640,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$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":2890,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253049595214350","authorId":"253049595214350","name":"万法隐世仙君","avatar":"https://static.tigerbbs.com/a609ce6b310ba764016d58d6fd052a4e","crmLevel":7,"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":379682491318664,"gmtCreate":1733730070489,"gmtModify":1733810916438,"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/PDD\">$拼多多(PDD)$ </a>,火速买入中国资产!!!","listText":"我开仓了<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>,火速买入中国资产!!!","text":"我开仓了$拼多多(PDD)$ ,火速买入中国资产!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/379682491318664","isVote":1,"tweetType":1,"viewCount":2650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":3,"crmLevelSwitch":0,"idStr":"3558909450416751","authorIdStr":"3558909450416751"},"content":"不至于吧,都是嘴炮利好","text":"不至于吧,都是嘴炮利好","html":"不至于吧,都是嘴炮利好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327712595030040,"gmtCreate":1721034475592,"gmtModify":1721034915246,"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/S/ARM\">$ARM Holdings Ltd(ARM)$ </a>,芯片股只留英伟达了,Arm仓位转给一些降息相关。当然本身arm的估值也不便宜了,如果真的要认证业绩,需要苹果16的成功,现在还是未知数。","listText":"我平仓了<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$ </a>,芯片股只留英伟达了,Arm仓位转给一些降息相关。当然本身arm的估值也不便宜了,如果真的要认证业绩,需要苹果16的成功,现在还是未知数。","text":"我平仓了$ARM Holdings Ltd(ARM)$ ,芯片股只留英伟达了,Arm仓位转给一些降息相关。当然本身arm的估值也不便宜了,如果真的要认证业绩,需要苹果16的成功,现在还是未知数。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/327712595030040","isVote":1,"tweetType":1,"viewCount":12530,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4142416961445330","authorId":"4142416961445330","name":"尖沙咀啵嘴","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4142416961445330","authorIdStr":"4142416961445330"},"content":"转给afrm了?","text":"转给afrm了?","html":"转给afrm了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343702046113824,"gmtCreate":1724940740183,"gmtModify":1731410142626,"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>,这不及预期 那不及预期,过几天市场就会发现,暂时找不到第二个如此优秀的学生了,只会买回来","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,这不及预期 那不及预期,过几天市场就会发现,暂时找不到第二个如此优秀的学生了,只会买回来","text":"我开仓了$英伟达(NVDA)$ ,这不及预期 那不及预期,过几天市场就会发现,暂时找不到第二个如此优秀的学生了,只会买回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/343702046113824","isVote":1,"tweetType":1,"viewCount":11373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554708838834221","authorId":"3554708838834221","name":"霸气威武","avatar":"https://static.tigerbbs.com/884a97d08a6f7f0246c299686e81f873","crmLevel":3,"crmLevelSwitch":1,"idStr":"3554708838834221","authorIdStr":"3554708838834221"},"content":"就不能是发现科技股就是炸雷都跑路了么 必须要炸一轮不然都是高位谁赚钱","text":"就不能是发现科技股就是炸雷都跑路了么 必须要炸一轮不然都是高位谁赚钱","html":"就不能是发现科技股就是炸雷都跑路了么 必须要炸一轮不然都是高位谁赚钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331692790968424,"gmtCreate":1721986596315,"gmtModify":1722622138683,"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/CORZ 20240802 9.5 CALL\">$CORZ 20240802 9.5 CALL$ </a>,币股+Ai 反弹不会缺席","listText":"我开仓了<a href=\"https://laohu8.com/OPT/CORZ 20240802 9.5 CALL\">$CORZ 20240802 9.5 CALL$ </a>,币股+Ai 反弹不会缺席","text":"我开仓了$CORZ 20240802 9.5 CALL$ ,币股+Ai 反弹不会缺席","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331692790968424","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286333165420776,"gmtCreate":1710923874331,"gmtModify":1710924136868,"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":"竞猜赢虎币 ,寻找实盘收益王","htmlText":"查看详情: <a href=\"https://www-staging.itigerup.com/activity/market/2024/trading-guess?inviteId=VZRRJUSZ&utm_medium=tiger_community&platform=iOS&shareID=eaea3f2165737e5771a3d7126ec9815b&invite=WG7NLW&lang=zh_CN\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www-staging.itigerup.com/activity/market/2024/trading-guess?inviteId=VZRRJUSZ&utm_medium=tiger_community&platform=iOS&shareID=eaea3f2165737e5771a3d7126ec9815b&invite=WG7NLW&lang=zh_CN\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","text":"查看详情: 竞猜赢虎币 ,寻找实盘收益王 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286333165420776","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":327712669962296,"gmtCreate":1721034562454,"gmtModify":1730905767370,"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/AFRM\">$Affirm Holdings, Inc.(AFRM)$ </a>,可能是对降息最敏感的一支标的了?如果市场开始一段m7至中小盘的风格转换,Affirm一定是其中的明星!","listText":"我开仓了<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$ </a>,可能是对降息最敏感的一支标的了?如果市场开始一段m7至中小盘的风格转换,Affirm一定是其中的明星!","text":"我开仓了$Affirm Holdings, Inc.(AFRM)$ ,可能是对降息最敏感的一支标的了?如果市场开始一段m7至中小盘的风格转换,Affirm一定是其中的明星!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/327712669962296","isVote":1,"tweetType":1,"viewCount":11104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404415827161816,"gmtCreate":1739760392364,"gmtModify":1742049764863,"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/02228\">$晶泰控股-P(02228)$ </a>,来看看我最新分享的订单!","listText":"我开仓了<a href=\"https://laohu8.com/S/02228\">$晶泰控股-P(02228)$ </a>,来看看我最新分享的订单!","text":"我开仓了$晶泰控股-P(02228)$ ,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":664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558909450416751","authorId":"3558909450416751","name":"superchance","avatar":"https://static.tigerbbs.com/b0913e949e666ea90407a6f8bf3bba2f","crmLevel":3,"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":372812601290840,"gmtCreate":1732028223180,"gmtModify":1738827515712,"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":5522,"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},{"id":320669289685032,"gmtCreate":1719324046123,"gmtModify":1721034473451,"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/ARM\">$ARM Holdings Ltd(ARM)$ </a>,ARM在6/24进入纳斯达克100指数,流通市值仅占其总市值的11%左右,目前近200亿;而预计这一被动建仓的资金大概是20亿这个量级,所以理论上对ARM的股价应该影响不小。","listText":"我开仓了<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$ </a>,ARM在6/24进入纳斯达克100指数,流通市值仅占其总市值的11%左右,目前近200亿;而预计这一被动建仓的资金大概是20亿这个量级,所以理论上对ARM的股价应该影响不小。","text":"我开仓了$ARM Holdings Ltd(ARM)$ ,ARM在6/24进入纳斯达克100指数,流通市值仅占其总市值的11%左右,目前近200亿;而预计这一被动建仓的资金大概是20亿这个量级,所以理论上对ARM的股价应该影响不小。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/320669289685032","isVote":1,"tweetType":1,"viewCount":9872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010323","authorId":"10000000000010323","name":"别哽哽","avatar":"https://static.tigerbbs.com/45889c069df88784e75b651f763a062a","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010323","authorIdStr":"10000000000010323"},"content":"ARM进入纳斯达克100指数了,流通市值只占总市值的11%,目前接近200亿","text":"ARM进入纳斯达克100指数了,流通市值只占总市值的11%,目前接近200亿","html":"ARM进入纳斯达克100指数了,流通市值只占总市值的11%,目前接近200亿"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}