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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
03-14 07:30
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 14:17
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
资本小鳄鱼
03-11
我平仓了2000.0股
$快手-W(01024)$
,港股还是挺强的 美股大跌 还是适当谨慎点 先卖一部分吧
资本小鳄鱼
03-10
我平仓了3手
$BABA 20250328 130.0 CALL$
,君子不立危墙之下 美股这么崩 中概也难独善其身啊 先出来吧还是
资本小鳄鱼
03-10
我开仓了2手
$AMD 20250328 99.0 PUT$
,来看看我最新分享的订单!
资本小鳄鱼
03-10
我开仓了10手
$SOUN 20250328 9.0 PUT$
,下跌趋势空一下
资本小鳄鱼
03-07
我平仓了9手
$UVXY 20250328 23.5 PUT$
,有iv crush的坑 虽然vix跌了 put也跌 学了一课 先止损
资本小鳄鱼
03-07
我开仓了4手
$UVXY 20250328 23.5 PUT$
,来看看我最新分享的订单!
资本小鳄鱼
03-07
我开仓了1手
$TSLA 20250314 267.5 CALL$
,尝试下做多反弹?
资本小鳄鱼
03-06
我平仓了1手
$TSLA 20250314 267.5 CALL$
,先平了睡觉吧
资本小鳄鱼
03-06
我开仓了4手
$UVXY 20250328 23.5 PUT$
,看好这波下跌最恐慌的情绪会过去 如果后续再大跌 就继续加仓
资本小鳄鱼
03-06
我开仓了1手
$TSLA 20250314 267.5 CALL$
,来看看我最新分享的订单!
资本小鳄鱼
03-06
我开仓了2手
$PLTR 20250307 87.0 CALL$
,来看看我最新分享的订单!
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":3,"repostSize":4,"link":"https://laohu8.com/post/326408710574168","isVote":1,"tweetType":1,"viewCount":10012,"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)$</a> 自己给出的Q1营收预期是240亿美金,然后这一个季度以来都没有上调或下调过指引,今天盘后实际公布的Q1营营收数据是260.4亿美金,妥妥地huge beat。 2. 华尔街sell-side给出的预期营收数字:一点背景说明,美国金融机构从资金走向的角度可以非常粗略地分为sell-side和buy-side,所谓的卖方机构和买方机构,简单理解是很容易的,取字面意思即可,即那些通常帮助客户卖出股票或债券等/ipo/增发融资的或者出售各种金融服务业务的投行基本就是sell-side方面的典型机构,大家经常看到的比如大小摩,高盛等给股票评级设定目标价的分析师也都来自sell-side即卖方机构;与之相对的,用自身资本买入各类头寸的就是所谓买方机构,比如典型的就是各路对冲基金,pension funds等等。于是,这里就有一","listText":"说明下美股公司财报预期的数据到底是怎么个情况,以及他们之间的区别。这里仅以营收预期为例,美股收益/EPS以及其他的财务或关键运营指标的逻辑也是一模一样的,就不再赘述了。 1. 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公司自己给出的预期营收数字:一般公司在进行上一季度财报时,都会同时给出当前所在季度的营收指引。这个被称为公司自己的预期指引。这个数字一般在财报时给出后就不会再更改,一直保留到下次财报时用于对比,看到底是超预期(beat),还是低于预期(miss),或与预期持平(in-line)。大多数公司都会自己给出一个相对略保守点的数字,以便自己下次财报时更有机会打破,而不是达不到。偶尔,企业也会在下次财报前的非噤声期内突然做一个预期指引的更新,大多是因为有特别的情况发生之类的,很多是下调预期指引,但也有公司突然做出更新是上调指引的。但通常公司自己给出的这个预期数字都不会有任何更新。比如上次Q4财报时 <a href=\"https://laohu8.com/S/NVDA\">$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":9,"commentSize":4,"repostSize":3,"link":"https://laohu8.com/post/309204705951952","isVote":1,"tweetType":1,"viewCount":10751,"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,"authorIdStr":"339185610703890","idStr":"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,"authorIdStr":"4146626026374032","idStr":"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":5516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405813738922184,"gmtCreate":1740101990639,"gmtModify":1740117738272,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146626026374032","idStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了3000.0股<a href=\"https://laohu8.com/S/01860\">$汇量科技(01860)$ </a>,港股ai应用没被美股带崩 挺强势的","listText":"我开仓了3000.0股<a href=\"https://laohu8.com/S/01860\">$汇量科技(01860)$ </a>,港股ai应用没被美股带崩 挺强势的","text":"我开仓了3000.0股$汇量科技(01860)$ ,港股ai应用没被美股带崩 挺强势的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/405813738922184","isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194753251798600","authorId":"4194753251798600","name":"rachelzxz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4194753251798600","idStr":"4194753251798600"},"content":"请问大神离场了吗","text":"请问大神离场了吗","html":"请问大神离场了吗"}],"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,"authorIdStr":"4146626026374032","idStr":"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":452,"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,"authorIdStr":"4146626026374032","idStr":"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":14970,"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,"authorIdStr":"4130377405762172","idStr":"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,"authorIdStr":"4146626026374032","idStr":"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":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326408710574168,"gmtCreate":1720691323935,"gmtModify":1727872914522,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146626026374032","idStr":"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 $corz? 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约:Core Scientific将凭借建设和管理200MW AI/HPC数据中心,获得年入2.9亿美金的收入,且预计获得80%的profit margin。单这一笔合约,给个10PE,就有22亿的市值;考虑到他们总共500MW的AI infrastructure的增长潜力,那么估值可以给到55亿,甚至更高。 2. 本身大饼挖矿,以及下半年降息可能带来的大饼上涨,这部分给个20亿的估值 3. 总体估值能来到75亿美金以上,目前来看还有翻倍的空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":4,"link":"https://laohu8.com/post/326408710574168","isVote":1,"tweetType":1,"viewCount":10012,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4146626026374032","idStr":"4146626026374032"},"content":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。","text":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。","html":"今天@Core_Scientific宣布,它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs,从2024年底开始,预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元,使其@CoreWeave合同总额达到67亿美元,并使其#HPC基础设施总容量达到382兆瓦。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326694561280008,"gmtCreate":1720791123431,"gmtModify":1725004616620,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4146626026374032","idStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/BIDU 20240920 100.0 PUT\">$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\">$BIDU 20240920 100.0 PUT$ 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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":5386,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474501087447989","authorId":"3474501087447989","name":"陈为之","avatar":"https://static.tigerbbs.com/0d8fda2682b25b78a706b6ebca366c7e","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3474501087447989","idStr":"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,"authorIdStr":"4146626026374032","idStr":"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":9858,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010323","authorId":"10000000000010323","name":"别哽哽","avatar":"https://static.tigerbbs.com/45889c069df88784e75b651f763a062a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010323","idStr":"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":[]}