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shve
2021-08-13
[思考]
@夏夏夏:Palantir Q2:“信仰股”的一次加分卷
shve
2021-08-01
[微笑]
@阿曼曼:新东方好未来双双撤回财报发布计划!
shve
2020-12-24
[思考]
@老虎专刊:【年度盘点】 2020虎友最关注的十大港股
shve
2020-11-24
[思考]
@小虎AV:新京报刊发《招聘网站里的情色陷阱:招助理实为“拉皮条”》报道,有企业在BOSS直聘平台打着“董事长助理”、“生活助理”的旗号发布招聘信息,实为要求应聘者提供性服务。11月17日,新京报记者对世界财富精英会、中族集团两家公司发布的相关岗位进行了举报,但直至发稿仍未收到对世界财富精英会的处理结果。今日11时40分左右,新京报记者再次登录BOOS直聘网站发现,世界财富精英会的相关招聘信息已被删除,涉事招聘账号被冻结[眼眼]有关部门该出手了。来源:$微博(WB)$ @新京报
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","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894787191","repostId":"894489955","repostType":1,"repost":{"id":894489955,"gmtCreate":1628847484374,"gmtModify":1628907370563,"author":{"id":"163879441421586","authorId":"163879441421586","name":"夏夏夏","avatar":"https://static.tigerbbs.com/58ae2606862e6fc6213bbfb1de0eef2c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"163879441421586","authorIdStr":"163879441421586"},"themes":[],"title":"Palantir Q2:“信仰股”的一次加分卷","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 昨天财报大涨,碾压预期自然。但相信虎友们更关注细节,亮点部分公司其实总结很好了, PPT部分更直观做出了图表: 首先我想补充三张图,为虎友们展示整体趋势感,以营收、contribution margin、分部营收三个指标为例如下, 从营收增速来说,49.1%略高于上季度48.8%,,可说是持平。而表现在contribution margin则是跃升。 第三张图展现的分部营收,商业部门的表现稳中有升。关于Palantir的未来,做一个不够准确的类比:政府部门如果说是护城河,商业部门或许是想象空间。在20Q4商业部门环比收入下降后,Palantir股价经历了一段下跌时光。 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","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805033263","repostId":"802506191","repostType":1,"repost":{"id":802506191,"gmtCreate":1627785735109,"gmtModify":1627827522024,"author":{"id":"20704831058604","authorId":"20704831058604","name":"阿曼曼","avatar":"https://static.laohu8.com/tiger_upload_file_1446566133.png","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20704831058604","authorIdStr":"20704831058604"},"themes":[],"title":"新东方好未来双双撤回财报发布计划!","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> 原定于下周发财报的两大教育股双双于7月30日撤回了财报发布计划,相比此前落地的教育双减政策有关,公司无法确定业务风险和给出合适的指引,也可能由于审计无法最终签字。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> 原定于下周发财报的两大教育股双双于7月30日撤回了财报发布计划,相比此前落地的教育双减政策有关,公司无法确定业务风险和给出合适的指引,也可能由于审计无法最终签字。","text":"$新东方(EDU)$ $好未来(TAL)$ 原定于下周发财报的两大教育股双双于7月30日撤回了财报发布计划,相比此前落地的教育双减政策有关,公司无法确定业务风险和给出合适的指引,也可能由于审计无法最终签字。","images":[{"img":"https://static.tigerbbs.com/5c6871dfd13823bc49a2c839d02ea426","width":"1616","height":"474"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802506191","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339179969,"gmtCreate":1608806701751,"gmtModify":1703736870450,"author":{"id":"10000000000003685","authorId":"10000000000003685","name":"shve","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000003685","authorIdStr":"10000000000003685"},"themes":[],"title":"","htmlText":"[思考] ","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339179969","repostId":"339185825","repostType":1,"repost":{"id":339185825,"gmtCreate":1608795724762,"gmtModify":1703736807932,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35433028694349","authorIdStr":"35433028694349"},"themes":[],"title":"【年度盘点】 2020虎友最关注的十大港股","htmlText":"2020年以来的新冠疫情影响着全球经济,对资本市场的冲击尤为明显,港股也不例外。恒指由28249点一度重挫25%,后随着疫情放缓,港股大盘出现反弹。截止12月24日恒指收于26386点,较年初小幅下挫。 还有不到10天就要为2020年画上一个句号,老虎社区整理的2020虎友最关注的十大港股,与你一起细数2020年最让人熟悉的十个“伙伴”。 <a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 全年涨幅 399% 遥想2019年,投资者还在计算蔚来、特斯拉何时破产退市,却没成想,短短一年,投资逻辑大翻天,新能源汽车成为了万人追捧的香饽饽。与蔚来,理想,小鹏一样,同属于新能源板块的比亚迪也在2020年同样迎来了暴涨。探究其背后暴涨的原因有以下几点:汽车销量回暖;车企推出新款车型;以及政策端的利好等。截止12月24日,比亚迪股价为193.5港币,较年初涨幅近399% <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 全年涨幅 201% 2020年对于小米来说是崛起的一年,年初受到疫情的影响,小米的供应端和需求端均受到影响,股价更是出现了回撤。就在大家以为小米要走弱的时候,小米又用出色的财报打脸了空头。在小米、Redmi接连发布多款新品之后,小米的手机销量大增,营收更是到达了新高度。今年3季度,小米的总收入为722亿元人民币,同比增长34.5%,净利润41亿元,同比增长18.9%。基于良好的基本面,小米股票快速回升,不仅突破了上市时的发行价,近期更是不断创造新高,截止12月24日,小米股价为32.45港币,较年初涨幅近201%","listText":"2020年以来的新冠疫情影响着全球经济,对资本市场的冲击尤为明显,港股也不例外。恒指由28249点一度重挫25%,后随着疫情放缓,港股大盘出现反弹。截止12月24日恒指收于26386点,较年初小幅下挫。 还有不到10天就要为2020年画上一个句号,老虎社区整理的2020虎友最关注的十大港股,与你一起细数2020年最让人熟悉的十个“伙伴”。 <a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 全年涨幅 399% 遥想2019年,投资者还在计算蔚来、特斯拉何时破产退市,却没成想,短短一年,投资逻辑大翻天,新能源汽车成为了万人追捧的香饽饽。与蔚来,理想,小鹏一样,同属于新能源板块的比亚迪也在2020年同样迎来了暴涨。探究其背后暴涨的原因有以下几点:汽车销量回暖;车企推出新款车型;以及政策端的利好等。截止12月24日,比亚迪股价为193.5港币,较年初涨幅近399% <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 全年涨幅 201% 2020年对于小米来说是崛起的一年,年初受到疫情的影响,小米的供应端和需求端均受到影响,股价更是出现了回撤。就在大家以为小米要走弱的时候,小米又用出色的财报打脸了空头。在小米、Redmi接连发布多款新品之后,小米的手机销量大增,营收更是到达了新高度。今年3季度,小米的总收入为722亿元人民币,同比增长34.5%,净利润41亿元,同比增长18.9%。基于良好的基本面,小米股票快速回升,不仅突破了上市时的发行价,近期更是不断创造新高,截止12月24日,小米股价为32.45港币,较年初涨幅近201%","text":"2020年以来的新冠疫情影响着全球经济,对资本市场的冲击尤为明显,港股也不例外。恒指由28249点一度重挫25%,后随着疫情放缓,港股大盘出现反弹。截止12月24日恒指收于26386点,较年初小幅下挫。 还有不到10天就要为2020年画上一个句号,老虎社区整理的2020虎友最关注的十大港股,与你一起细数2020年最让人熟悉的十个“伙伴”。 $比亚迪股份(01211)$ 全年涨幅 399% 遥想2019年,投资者还在计算蔚来、特斯拉何时破产退市,却没成想,短短一年,投资逻辑大翻天,新能源汽车成为了万人追捧的香饽饽。与蔚来,理想,小鹏一样,同属于新能源板块的比亚迪也在2020年同样迎来了暴涨。探究其背后暴涨的原因有以下几点:汽车销量回暖;车企推出新款车型;以及政策端的利好等。截止12月24日,比亚迪股价为193.5港币,较年初涨幅近399% $小米集团-W(01810)$ 全年涨幅 201% 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