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资本小鳄鱼

资本小鳄鱼认证个人

老虎认证：前A股投资顾问，6年互联网金融从业

IP属地：北京

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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

12-20 01:20

我开仓了$APPLIED DIGITAL CORP(APLD)$ ,来看看我最新分享的订单！

资本小鳄鱼

12-13

我开仓了$CleanSpark, Inc.(CLSK)$ ,不争气啊币股倒数第一了[流泪] 增发的消息出来之后应该没什么利空了吧

资本小鳄鱼

12-11

牛逼啊多空正着反着轮流薅

@小飞侠来喽:我平仓了$超微电脑(SMCI)$ ,赚麻了，超微电脑，你是不是黄了？

资本小鳄鱼

12-10

恭喜🎉

@Yonny:朋友们，我马上要结婚了，为了我的未婚妻能实现毛戈平自由，我第一次冲了乙组。请大家帮我赞上去，求官方大大选我，助我实现梦想 $毛戈平(01318)$

资本小鳄鱼

12-10

我开仓了$Core Scientific, Inc.(CORZ)$ ,来看看我最新分享的订单！

资本小鳄鱼

12-10

我开仓了$Core Scientific, Inc.(CORZ)$ ,买回来

资本小鳄鱼

12-10

我开仓了$APPLIED DIGITAL CORP(APLD)$ ,昨天卖出的部分买回来

资本小鳄鱼

12-10

我平仓了$拼多多(PDD)$ ,中概有点利润就快撤吧[捂脸] 刚好给B股做T了

资本小鳄鱼

12-09

哈哈冲[财迷]

@Yonny:我开仓了$拼多多(PDD)$ ,这一笔跟单了 @资本小鳄鱼 [开心] john哥最近收益率直线起飞，胜率也很不错，值得重点follow，哈哈。拼多多这个标的也比较看好。从走势上来说，底部4h级别有些超卖+底背离的信号产生，日线也走出了震荡企稳的态势，这样的形态往往弹性更大。仓位上到了3-4%。重心还是放在鹅厂和kweb，中概基本盘。

资本小鳄鱼

12-09

我开仓了$IQ 20241227 2.5 CALL$ ,来看看我最新分享的订单！

资本小鳄鱼

12-09

我平仓了$爱奇艺(IQ)$ ,爱奇艺主做期权吧

资本小鳄鱼

12-09

我开仓了$IQ 20241227 2.5 CALL$ ,短期中概炒一下

资本小鳄鱼

12-09

Replying to @superchance:一波能涨50%就很爽了大不了止损这个位置亏也亏不了太多//@superchance:不至于吧，都是嘴炮利好

@资本小鳄鱼:我开仓了$拼多多(PDD)$ ,火速买入中国资产！！！

资本小鳄鱼

12-09

我开仓了$爱奇艺(IQ)$ ,《我是刑警》热度爆表，赶上中概行情雄起一下？

资本小鳄鱼

12-09

我平仓了$APPLIED DIGITAL CORP(APLD)$ ,忍痛卖出部分apld 买点中国资产吧！

资本小鳄鱼

12-09

我开仓了$拼多多(PDD)$ ,火速买入中国资产！！！

资本小鳄鱼

12-03

手速真快啊

@年轻小孩样样红:我开仓了$韩国ETF-iShares MSCI(EWY)$ ,来看看我最新分享的订单！

资本小鳄鱼

12-02

Replying to @柳琰彬:[财迷][财迷][得意][得意]//@柳琰彬:开奖了

@资本小鳄鱼: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]

资本小鳄鱼

11-29

[财迷][财迷][财迷]

@小飞侠来喽:我开仓了$Bitdeer Technologies Group(BTDR)$ ,比特小鹿会不会成为第一大矿机生产商呢？让我们拭目以待吧

资本小鳄鱼

11-29

这篇文章不错，转发给大家看看

直播：美团2024Q3业绩电话会议

去老虎APP查看更多动态

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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 $corz？ 1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约：Core Scientific将凭借建设和管理200MW AI/HPC数据中心，获得年入2.9亿美金的收入，且预计获得80%的profit margin。单这一笔合约，给个10PE，就有22亿的市值；考虑到他们总共500MW的AI infrastructure的增长潜力，那么估值可以给到55亿，甚至更高。 2. 本身大饼挖矿，以及下半年降息可能带来的大饼上涨，这部分给个20亿的估值 3. 总体估值能来到75亿美金以上，目前来看还有翻倍的空间","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":4,"link":"https://laohu8.com/post/326408710574168","isVote":1,"tweetType":1,"viewCount":9106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":6,"crmLevelSwitch":0,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"content":"今天@Core_Scientific宣布，它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs，从2024年底开始，预计2026年 初投入运营。 这份为期12年的合同将使Core Scientific的预计收入增加20亿美元，使其@CoreWeave合同总额达到67亿美元，并使其#HPC基础设施总容量达到382兆瓦。","text":"今天@Core_Scientific宣布，它已行使了根据先前宣布的与@CoreWeave签订的270兆瓦托管合同承包额外基设施的选择权。 新协议将增加约112兆瓦的托管容量@CoreWeave @nvidia#GPUs，从2024年底开始，预计2026年 初投入运营。 这份为期12年的合同将使Core 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>,amd也震荡够久了，怎么也得补涨一下吧……","text":"我开仓了$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":14773,"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":370210062373072,"gmtCreate":1731410436595,"gmtModify":1731417035484,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a 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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":13984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321557057216520,"gmtCreate":1719535313197,"gmtModify":1730905614127,"author":{"id":"4146626026374032","authorId":"4146626026374032","name":"资本小鳄鱼","avatar":"https://static.tigerbbs.com/04365eb77e1da637a92d1cd526d619c3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/CIFR\">$Cipher Mining Inc.(CIFR)$&nbsp;</a>,底部的矿股","listText":"我开仓了<a href=\"https://laohu8.com/S/CIFR\">$Cipher Mining Inc.(CIFR)$&nbsp;</a>,底部的矿股","text":"我开仓了$Cipher Mining Inc.(CIFR)$ 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,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":12189,"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":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146626026374032","authorIdStr":"4146626026374032"},"themes":[],"htmlText":"我开仓了<a 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