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老虎认证: 前A股投资顾问,6年互联网金融从业
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资本小鳄鱼
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
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
07-22 21:53
我平仓了
$Affirm Holdings, Inc.(AFRM)$
,先平掉 抄底币股去
资本小鳄鱼
07-22 15:49
我开仓了
$Cipher Mining Inc.(CIFR)$
,看起来矿股调整结束了
资本小鳄鱼
07-17
Replying to
@炒美股的猫
:逃过一劫//
@炒美股的猫
:厉害啊,小鳄鱼
@资本小鳄鱼: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。
资本小鳄鱼
07-17
逃过一劫
@资本小鳄鱼: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
资本小鳄鱼
07-17
我开仓了
$英伟达(NVDA)$
,大跌再加点,下周一老黄对话小扎,看看有哪些新的火花!
资本小鳄鱼
07-16
厉害
@林邹:我平仓了
$嘉年华邮轮(CCL)$
,来看看我最新分享的订单!
资本小鳄鱼
07-16
牛
@那年蛊惑人:我平仓了
$Cipher Mining Inc.(CIFR)$
,止盈一部分
资本小鳄鱼
07-15
直接突破了
$Core Scientific, Inc.(CORZ)$
[得意]
@资本小鳄鱼:我开仓了
$Core Scientific, Inc.(CORZ)$
,这个位置有点微妙 是双头还是调整结束开启新一轮上涨有待观察
资本小鳄鱼
07-15
Replying to
@尖沙咀啵嘴
:起来了[财迷]//
@尖沙咀啵嘴
:不错
@资本小鳄鱼: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!
资本小鳄鱼
07-15
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!
资本小鳄鱼
07-15
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。
资本小鳄鱼
07-12
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
资本小鳄鱼
07-11
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
资本小鳄鱼
07-11
木头姐开始卖特斯拉了?
@ARKK投资追踪:ARKK Investment Tracker position change: Decreased position in Tesla Motors by 28,180 shares, the number of shares held decreased 0.74% compared to the previous period and now represents 16.08% of the total position.
资本小鳄鱼
07-10
我开仓了
$Core Scientific, Inc.(CORZ)$
,这个位置有点微妙 是双头还是调整结束开启新一轮上涨有待观察
资本小鳄鱼
07-10
小邱老师yyds!
@小邱老师:我平仓了
$特斯拉(TSLA)$
,来看看我最新分享的订单!
资本小鳄鱼
07-10
冲到200!
@躺平指数:我开仓了
$美国超微公司(AMD)$
,加一些
资本小鳄鱼
07-10
到期日太近了 不想接盘 还是不跟了 哈哈哈
@SellPut:我开仓了
$PDD 20240719 130.0 PUT$
,跟卖点pdd的put
资本小鳄鱼
07-10
跟一个[龇牙]
@SellPut:我开仓了
$PDD 20240719 130.0 PUT$
,跟卖点pdd的put
去老虎APP查看更多动态
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big money is not in the buying and selling, but in the waiting!","starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":326408710574168,"gmtCreate":1720691323935,"gmtModify":1720702614662,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"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 $corz? 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约:Core Scientific将凭借建设和管理200MW AI/HPC数据中心,获得年入2.9亿美金的收入,且预计获得80%的profit margin。单这一笔合约,给个10PE,就有22亿的市值;考虑到他们总共500MW的AI infrastructure的增长潜力,那么估值可以给到55亿,甚至更高。 2. 本身大饼挖矿,以及下半年降息可能带来的大饼上涨,这部分给个20亿的估值 3. 总体估值能来到75亿美金以上,目前来看还有翻倍的空间","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/326408710574168","isVote":1,"tweetType":1,"viewCount":6530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309204705951952,"gmtCreate":1716517295487,"gmtModify":1716518965847,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"财报预期到底是谁的预期?","htmlText":"说明下美股公司财报预期的数据到底是怎么个情况,以及他们之间的区别。这里仅以营收预期为例,美股收益/EPS以及其他的财务或关键运营指标的逻辑也是一模一样的,就不再赘述了。 1. 公司自己给出的预期营收数字:一般公司在进行上一季度财报时,都会同时给出当前所在季度的营收指引。这个被称为公司自己的预期指引。这个数字一般在财报时给出后就不会再更改,一直保留到下次财报时用于对比,看到底是超预期(beat),还是低于预期(miss),或与预期持平(in-line)。大多数公司都会自己给出一个相对略保守点的数字,以便自己下次财报时更有机会打破,而不是达不到。偶尔,企业也会在下次财报前的非噤声期内突然做一个预期指引的更新,大多是因为有特别的情况发生之类的,很多是下调预期指引,但也有公司突然做出更新是上调指引的。但通常公司自己给出的这个预期数字都不会有任何更新。比如上次Q4财报时 <a href=\"https://laohu8.com/S/NVDA\">$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":5,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/309204705951952","isVote":1,"tweetType":1,"viewCount":7288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330241730457792,"gmtCreate":1721656383842,"gmtModify":1721657998047,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$ </a>,先平掉 抄底币股去","listText":"我平仓了<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$ </a>,先平掉 抄底币股去","text":"我平仓了$Affirm Holdings, Inc.(AFRM)$ ,先平掉 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,看起来矿股调整结束了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330153667227720","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328432804859912,"gmtCreate":1721226835101,"gmtModify":1721226837479,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3527667714148521\">@炒美股的猫</a>:逃过一劫//<a href=\"https://laohu8.com/U/3527667714148521\">@炒美股的猫</a>:厉害啊,小鳄鱼","listText":"Replying to <a href=\"https://laohu8.com/U/3527667714148521\">@炒美股的猫</a>:逃过一劫//<a href=\"https://laohu8.com/U/3527667714148521\">@炒美股的猫</a>:厉害啊,小鳄鱼","text":"Replying to 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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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326454923202568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328428544713000,"gmtCreate":1721225838868,"gmtModify":1721304990238,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,大跌再加点,下周一老黄对话小扎,看看有哪些新的火花!","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,大跌再加点,下周一老黄对话小扎,看看有哪些新的火花!","text":"我开仓了$英伟达(NVDA)$ 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href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$ </a>,来看看我最新分享的订单!","listText":"我平仓了<a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$ </a>,来看看我最新分享的订单!","text":"我平仓了$嘉年华邮轮(CCL)$ 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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":5,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/309204705951952","isVote":1,"tweetType":1,"viewCount":7288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325777045143640,"gmtCreate":1720537108742,"gmtModify":1720537139449,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"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":13379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321557057216520,"gmtCreate":1719535313197,"gmtModify":1720493667426,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"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":3001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328428544713000,"gmtCreate":1721225838868,"gmtModify":1721304990238,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,大跌再加点,下周一老黄对话小扎,看看有哪些新的火花!","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,大跌再加点,下周一老黄对话小扎,看看有哪些新的火花!","text":"我开仓了$英伟达(NVDA)$ ,大跌再加点,下周一老黄对话小扎,看看有哪些新的火花!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/328428544713000","isVote":1,"tweetType":1,"viewCount":14079,"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},"content":"俩会一起跌吗","text":"俩会一起跌吗","html":"俩会一起跌吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322917641224264,"gmtCreate":1719846326382,"gmtModify":1720493667508,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"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":2077,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"253049595214350","authorId":"253049595214350","name":"短线股东","avatar":"https://static.tigerbbs.com/8921b1e9d566633627ca393d8e692d74","crmLevel":8,"crmLevelSwitch":0},"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":327712595030040,"gmtCreate":1721034475592,"gmtModify":1721034915246,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"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":11420,"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},"content":"转给afrm了?","text":"转给afrm了?","html":"转给afrm了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330153667227720,"gmtCreate":1721634551963,"gmtModify":1721635091366,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/CIFR\">$Cipher Mining Inc.(CIFR)$ </a>,看起来矿股调整结束了","listText":"我开仓了<a href=\"https://laohu8.com/S/CIFR\">$Cipher Mining Inc.(CIFR)$ </a>,看起来矿股调整结束了","text":"我开仓了$Cipher Mining Inc.(CIFR)$ ,看起来矿股调整结束了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330153667227720","isVote":1,"tweetType":1,"viewCount":849,"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":5,"crmLevelSwitch":0,"followedFlag":false},"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":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":327712669962296,"gmtCreate":1721034562454,"gmtModify":1721656042292,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"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":10210,"authorTweetTopStatus":1,"verified":2,"comments":[],"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":5,"crmLevelSwitch":0,"followedFlag":false},"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":8554,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010323","authorId":"10000000000010323","name":"别哽哽","avatar":"https://static.tigerbbs.com/41e3c21f1c77726bb01f69df36c96644","crmLevel":1,"crmLevelSwitch":0},"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},{"id":222639295864968,"gmtCreate":1695371817354,"gmtModify":1703671848518,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"对商业模式和公司的认知很深刻,推荐看一下,至于赚钱,都是顺带的[财迷]//<a href=\"https://laohu8.com/U/37002306153600\">@小虎访谈</a>:实盘面对面,展现最真实的交易!本期与我们分享的虎友是 <a href=\"https://laohu8.com/U/3494195641553700\">@林ke</a> ,作为互联网产品经理的他,对互联网和电商行业也有自己独特深刻的认知。在 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 、 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 和 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这几家公司中,他最看好的是拼多多,认为拼多多的商业模式要更健康、更长久。坚信价值投资的他,在拼多多跌到25美金的时候,并不慌张,反而果断加仓。截止目前,拼多多已经涨到92美元。林ke同学最近开通了交易分享功能,虎友们可以通过<a href=\"https://laohu8.com/J/starInvestor?uuid=3494195641553700\">进入林ke的作者主页</a>,点击订阅,查看他的实盘信息,并收到实时交易推送。下面让我们一起听听他的投资见解与分享吧[你懂的]Q:请简单自我介绍一下大家好,我叫林氪(林ke、Linkr),马上而立之年,这个昵称来自塞尔达游戏中的Link,希望能和大家多一些链接。北漂10年,本科是英语,当时热衷于创业;研究生是国际关系,研究课题很有意思,中美网络空间的中心化趋势。毕业就做了产品经理,马上5年了。产品经理对我的吸引力在于,我以为这是一个可以从0到1创造商业模式的职业。虽然现在看有点失望,但商业模式这个关键词,","listText":"对商业模式和公司的认知很深刻,推荐看一下,至于赚钱,都是顺带的[财迷]//<a href=\"https://laohu8.com/U/37002306153600\">@小虎访谈</a>:实盘面对面,展现最真实的交易!本期与我们分享的虎友是 <a href=\"https://laohu8.com/U/3494195641553700\">@林ke</a> ,作为互联网产品经理的他,对互联网和电商行业也有自己独特深刻的认知。在 <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 、 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 和 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这几家公司中,他最看好的是拼多多,认为拼多多的商业模式要更健康、更长久。坚信价值投资的他,在拼多多跌到25美金的时候,并不慌张,反而果断加仓。截止目前,拼多多已经涨到92美元。林ke同学最近开通了交易分享功能,虎友们可以通过<a href=\"https://laohu8.com/J/starInvestor?uuid=3494195641553700\">进入林ke的作者主页</a>,点击订阅,查看他的实盘信息,并收到实时交易推送。下面让我们一起听听他的投资见解与分享吧[你懂的]Q:请简单自我介绍一下大家好,我叫林氪(林ke、Linkr),马上而立之年,这个昵称来自塞尔达游戏中的Link,希望能和大家多一些链接。北漂10年,本科是英语,当时热衷于创业;研究生是国际关系,研究课题很有意思,中美网络空间的中心化趋势。毕业就做了产品经理,马上5年了。产品经理对我的吸引力在于,我以为这是一个可以从0到1创造商业模式的职业。虽然现在看有点失望,但商业模式这个关键词,","text":"对商业模式和公司的认知很深刻,推荐看一下,至于赚钱,都是顺带的[财迷]//@小虎访谈:实盘面对面,展现最真实的交易!本期与我们分享的虎友是 @林ke ,作为互联网产品经理的他,对互联网和电商行业也有自己独特深刻的认知。在 $京东(JD)$ 、 $阿里巴巴(BABA)$ 和 $拼多多(PDD)$ 这几家公司中,他最看好的是拼多多,认为拼多多的商业模式要更健康、更长久。坚信价值投资的他,在拼多多跌到25美金的时候,并不慌张,反而果断加仓。截止目前,拼多多已经涨到92美元。林ke同学最近开通了交易分享功能,虎友们可以通过进入林ke的作者主页,点击订阅,查看他的实盘信息,并收到实时交易推送。下面让我们一起听听他的投资见解与分享吧[你懂的]Q:请简单自我介绍一下大家好,我叫林氪(林ke、Linkr),马上而立之年,这个昵称来自塞尔达游戏中的Link,希望能和大家多一些链接。北漂10年,本科是英语,当时热衷于创业;研究生是国际关系,研究课题很有意思,中美网络空间的中心化趋势。毕业就做了产品经理,马上5年了。产品经理对我的吸引力在于,我以为这是一个可以从0到1创造商业模式的职业。虽然现在看有点失望,但商业模式这个关键词,","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/9a15ba8e91e24b55bf560bac2cf6699f","width":"704","height":"1360"},{"img":"https://static.tigerbbs.com/2277586acf2399c8470b4f8e90996e18","width":"816","height":"943"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/222639295864968","repostId":"222617431244840","repostType":1,"repost":{"id":222617431244840,"gmtCreate":1695369971659,"gmtModify":1721380560760,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【实盘面对面】林ke:曾经果断抄底股价25的拼多多!","htmlText":"实盘面对面,展现最真实的交易!本期与我们分享的虎友是 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 和 <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这几家公司中,他最看好的是拼多多,认为拼多多的商业模式要更健康、更长久。坚信价值投资的他,在拼多多跌到25美金的时候,并不慌张,反而果断加仓。截止目前,拼多多已经涨到92美元。林氪同学最近开通了交易分享功能,虎友们可以通过<a href=\"https://laohu8.com/J/starInvestor?uuid=3494195641553700\">进入林ke的作者主页</a>,点击订阅,查看他的实盘信息,并收到实时交易推送。下面让我们一起听听他的投资见解与分享吧[你懂的]Q:请简单自我介绍一下大家好,我叫林氪,马上而立之年,这个昵称来自塞尔达游戏中的Link,希望能和大家多一些链接。北漂10年,本科是英语,当时热衷于创业;研究生是国际关系,研究课题很有意思,中美网络空间的中心化趋势。毕业就做了产品经理,马上5年了。产品经理对我的吸引力在于,我以为这是一个可以从0到1创造商业模式的职业。虽然现在看有点失望,但商业模式这个关键词,确实是我产品生涯的关键词。我前两份工作,分别从事的是共享单车和社区团购,都是非常艰难的商业模式,像是在做公益一样。第三份工作是短视频产品,流量变现是互联网最理想的商业模式,赚钱很轻松,像是印钞机一样。在接触不同的","text":"实盘面对面,展现最真实的交易!本期与我们分享的虎友是 @林氪 ,作为互联网产品经理的他,对互联网和电商行业也有自己独特深刻的认知。在 $京东(JD)$ 、 $阿里巴巴(BABA)$ 和 $拼多多(PDD)$ 这几家公司中,他最看好的是拼多多,认为拼多多的商业模式要更健康、更长久。坚信价值投资的他,在拼多多跌到25美金的时候,并不慌张,反而果断加仓。截止目前,拼多多已经涨到92美元。林氪同学最近开通了交易分享功能,虎友们可以通过进入林ke的作者主页,点击订阅,查看他的实盘信息,并收到实时交易推送。下面让我们一起听听他的投资见解与分享吧[你懂的]Q:请简单自我介绍一下大家好,我叫林氪,马上而立之年,这个昵称来自塞尔达游戏中的Link,希望能和大家多一些链接。北漂10年,本科是英语,当时热衷于创业;研究生是国际关系,研究课题很有意思,中美网络空间的中心化趋势。毕业就做了产品经理,马上5年了。产品经理对我的吸引力在于,我以为这是一个可以从0到1创造商业模式的职业。虽然现在看有点失望,但商业模式这个关键词,确实是我产品生涯的关键词。我前两份工作,分别从事的是共享单车和社区团购,都是非常艰难的商业模式,像是在做公益一样。第三份工作是短视频产品,流量变现是互联网最理想的商业模式,赚钱很轻松,像是印钞机一样。在接触不同的","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/9a15ba8e91e24b55bf560bac2cf6699f","width":"704","height":"1360"},{"img":"https://static.tigerbbs.com/0e7508fecb1aa2f85b1b971ffa2f6f8c","width":"1170","height":"1057"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222617431244840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1470,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274801441208","authorId":"3479274801441208","name":"短线机遇","avatar":"https://static.laohu8.com/picture155","crmLevel":1,"crmLevelSwitch":0},"content":"此前看过林老板的贴子,学习到了不少","text":"此前看过林老板的贴子,学习到了不少","html":"此前看过林老板的贴子,学习到了不少"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":318129872392264,"gmtCreate":1718706966761,"gmtModify":1721034596249,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$ </a>,受益于AIPC和AI Phone,越来越多公司采用Arm授权的技术提供高效的客户端和数据中心处理器,因此ARM授权费使用费收入将有所提高,美国银行将Arm的目标价从150美元上调至180美元。","listText":"我开仓了<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$ </a>,受益于AIPC和AI Phone,越来越多公司采用Arm授权的技术提供高效的客户端和数据中心处理器,因此ARM授权费使用费收入将有所提高,美国银行将Arm的目标价从150美元上调至180美元。","text":"我开仓了$ARM Holdings Ltd(ARM)$ ,受益于AIPC和AI Phone,越来越多公司采用Arm授权的技术提供高效的客户端和数据中心处理器,因此ARM授权费使用费收入将有所提高,美国银行将Arm的目标价从150美元上调至180美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/318129872392264","isVote":1,"tweetType":1,"viewCount":7402,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274766307479","authorId":"3479274766307479","name":"古风里","avatar":"https://static.laohu8.com/picture95","crmLevel":1,"crmLevelSwitch":0},"content":"完全不懂的说,买SOXL可能更省心","text":"完全不懂的说,买SOXL可能更省心","html":"完全不懂的说,买SOXL可能更省心"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326408710574168,"gmtCreate":1720691323935,"gmtModify":1720702614662,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"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 $corz? 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约:Core Scientific将凭借建设和管理200MW AI/HPC数据中心,获得年入2.9亿美金的收入,且预计获得80%的profit margin。单这一笔合约,给个10PE,就有22亿的市值;考虑到他们总共500MW的AI infrastructure的增长潜力,那么估值可以给到55亿,甚至更高。 2. 本身大饼挖矿,以及下半年降息可能带来的大饼上涨,这部分给个20亿的估值 3. 总体估值能来到75亿美金以上,目前来看还有翻倍的空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/326408710574168","isVote":1,"tweetType":1,"viewCount":6530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315398791700792,"gmtCreate":1718032493733,"gmtModify":1720494777592,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/GME 20240705 20.5 PUT\">$GME 20240705 20.5 PUT$ </a>,基本面没有任何支撑,技术面周五直播上方无数套牢盘,肯定是看空的","listText":"我开仓了<a href=\"https://laohu8.com/OPT/GME 20240705 20.5 PUT\">$GME 20240705 20.5 PUT$ </a>,基本面没有任何支撑,技术面周五直播上方无数套牢盘,肯定是看空的","text":"我开仓了$GME 20240705 20.5 PUT$ 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