kongming1983的个人主页 - 老虎社区

kongming1983

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2021-08-26

[微笑]

@小虎AV:【直播预告】SnowflakeFY2022Q2电话会议

2021-06-10

[微笑]

@小虎AV:每日优鲜的创始人兼CEO徐正，他以“3年长成独角兽，我凭什么让腾讯连投四次？”为题做了分享。$每日优鲜(MF)$ $腾讯控股(00700)$ 1、以自身经历讲述了创业的艰苦。2、每日优鲜成就背后的故事。

2021-05-13

[强]

@直击业绩会:Palantir 2021Q1业绩会议高管解读财报

2021-03-13

[强] [强]

@复兴计划:十年美债收益率，哪里看？

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Glazer和业务发展全球总监Kevin Kawasaki 在通话过程中，我们将在讨论业务时参考各种增长率。除非另有说明，否则这些比率反映了逐年比较。 我将把电话转到Shyam，让我们开始。 Shyam Sankar 谢谢你，罗德尼。尖端的产品以及持续的效率和分销能力带来了出色的第一季度业绩。调整后的自由现金流为1.51亿美元，利润率为44％，与去年同期相比增加了4.41亿美元。 收入增长了49％，计费增长了248％，RPO增长了129％。经调整期限的商业交易价值增长了76％。我们的调整后营业利润率为34％。而且我们在政府和商业部门的美国业务继续以81％的速度增长。 如果我们不懈地专注于产品创新，那么这些结果以及我们未来的结果将是不可能的。我最兴奋的领域是Apollo for Edge AI的开发。去年四月，就在上个月，在犹他州的杜格（Dugway）试验场上证明了这一点。现在直播了。我们是我们称之为微模型的先锋方法。就像微服务是现代软件架构的基础一样，我们相信微模型是您为持久优势而大规模操作AI的方式。 没有地方比在美国政府处理我们国家面临的一些最棘手，最重要的问题上更真实。Apollo for Edge AI是将AI转换为Alpha的下一个演变，使客户可以轻松地将Edge训练，管理和部署多个独立版本的链模型并部署到Edge。 客户将具有最大的灵活性，可以将任务分解为多个模型，每个组件都可以单独进行改进和升级，然后动态链接在一起，即使该链接中的链接跨多个平台运行，从太空到泥泞，也跨不同的","text":"$Palantir Technologies Inc.(PLTR)$ 罗德尼·纳尔逊（Rodney Nelson） 谢谢杰克今天的电话会议上，我与会的还有首席运营官Shyam Sankar，首席财务官Dave Glazer和业务发展全球总监Kevin Kawasaki 在通话过程中，我们将在讨论业务时参考各种增长率。除非另有说明，否则这些比率反映了逐年比较。 我将把电话转到Shyam，让我们开始。 Shyam Sankar 谢谢你，罗德尼。尖端的产品以及持续的效率和分销能力带来了出色的第一季度业绩。调整后的自由现金流为1.51亿美元，利润率为44％，与去年同期相比增加了4.41亿美元。 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1、以自身经历讲述了创业的艰苦。2、每日优鲜成就背后的故事。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183368323","isVote":1,"tweetType":2,"object":{"id":"bad031573a7c4b8b8148a645ec7d1165","tweetId":"183368323","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/227717823701925919146219314/sDiAhj9Zi9gA.mp4","poster":"https://static.tigerbbs.com/df1c9291264f0a8d6cefc65d64ae95a2"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326667362,"gmtCreate":1615636803756,"gmtModify":1703491800306,"author":{"id":"10000000000008658","authorId":"10000000000008658","name":"kongming1983","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"","htmlText":"[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326667362","repostId":"328461234","repostType":1,"repost":{"id":328461234,"gmtCreate":1615552188924,"gmtModify":1703490806167,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"十年美债收益率，哪里看？","htmlText":"最近的股市调整暴跌，和十年美债收益率很有关系。 这么重要的指标，去哪儿看。<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> 找到两个地方可以看： 1&nbsp;https://cn.investing.com/rates-bonds/u.s.-10-year-bond-yield 2&nbsp;https://cn.tradingview.com/symbols/TVC-US10Y/ 供虎友们参考[贱笑]~加油冲鸭！","listText":"最近的股市调整暴跌，和十年美债收益率很有关系。 这么重要的指标，去哪儿看。<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> 找到两个地方可以看： 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