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发条
2017-11-13
大家都跑了
$京东(JD)$ 大家都跑了,我还在这里。我如果跑了,账户低于25000,还是啥都买不了,所以我会一直拿住,直到我的账户重新高于25000。
大家都跑了
发条
2017-12-18
电话访问要点。ps不知道这种访问是谁发起
$陌陌(MOMO)$ 公司无法评估股价高低,但是目前股价与公司历史高点相比有比较大的跌幅。从公司本身来说,业务还是持续向好,MAU持续增长,公司认为市场对直播业务在整个平台生态里面的角色作用、运营指标的相对平缓有过度的反映和不理解的地方,公司也一直在和市场沟通。陌陌的直播和其他纯直播平台不一样的地方是陌陌拥有很多长尾的用户,这些用户主要是利用直播功能从事社交活动,如聊天等。这些长尾用户,如果公司不提供足够多的使用场景,他们就会逐渐流失掉。作为一个社交平台,公司希望提供更广泛、多样化的基于视频流和音频流的社交应用场景,让用户自由选择。从平台来讲,整体的付费用户数在增长,对于秀场直播贡献较高的头部和中部用户数也一直在增长。这些是过去市场还没有看的太清楚的地方。 如果公司股价长期低于应有的价值,在董事会的同意下,公司可以随时进行回购,目前公司还在观望。 MAU增长来源 用户增长过去主要来自自然新增。从去年开始,公司尝试在渠道方面投入获取补充流量。2017年,公司加大在渠道的投入。截至到三季度,自然新增仍是新增用户的主要来源,渠道是辅助。但是随着整个行业的流量红利消退,公司认为未来渠道新增的占比会逐渐增加。因此,公司也在渠道方面开始调整策略。 用户获取 用户获取方面,10月以及11月第一周,公司都在小规模地测试新的投放方案。在双11之后,公司才开始全量投放。目前来看,效果不错,留存率有比较好的提升,渠道投放效果逐渐显现,对于四季度MAU的增长有比较乐观的看法。留存率方面,平台主要关注月留存以及更长期的留存率,渠道主要看次日、7日及月留。 运营数据披露 SEC要求公司披露每条业务线的增长动力,除非公司改变业务线的划分,否则,公司仍然会拆分披露直播付费用户数量和VAS付费用户数量。公司仍需研究。 如上文所述,直播的长尾用户,如果没有持续的新功能推出,会慢慢的流失
电话访问要点。ps不知道这种访问是谁发起
发条
2017-11-15
老虎环球增持京东20%,持仓均价38.2
$京东(JD)$ 增持阿里京东微博、清仓谷歌 科技股大佬老虎环球基金的最新动作华尔街见闻 / 刘镔练 2017年11月15日 11:50:06摘要:科技股专业户老虎环球基金于三季度13F申报表中公布了最新持仓。文件显示,其已经清仓谷歌母公司Alphabet,增持了美股另外三家科技巨头“FAN”,并增加了对中国热门互联网公司的持仓。在科技股领域的投资专家——老虎环球基金又有了新动作。据第三季度提交美国证券委员会的F13文件显示,美国科技股投资巨擎老虎环球基金增持了部分热门科技股。在第三季度披露的1346亿美元的持仓中,老虎环球基金对Netflix大幅增持了711%,总市值达到5.538亿美元。其对亚马逊持仓也增加了24%,达到14.8亿美元;对Facebook的持股额度增加了240%,总值3.088亿美元。值得注意的是,老虎环球基金清仓了谷歌母公司Alphabet的持仓,总值6.64亿美元。如此一来,在美股四大科技股“FANG”中,老虎环球基金排除了“G”,而增持了“FAN”。另外,在13F申报中,老虎环球基金对不少中国互联网公司也有增持。其中,对阿里巴巴的持股增加4.4%,总额为7.825亿美元;对京东和微博的持仓也有所增加,总值分别达到18.76亿美元和9000万美元。对微博母公司新浪的持股总值也达到6066万美元。除了科技公司,该基金还在今年三季度增持了菲亚特-克莱斯勒公司2.22亿美元。值得注意的是,在今年第二季度,老虎环球基金曾减持11万股亚马逊,减持5.26万股Netflix。二季度时,老虎环球基金对阿里巴巴的持股也曾略有减少。分析指出,对阿里巴巴和京东在“双11”购物节前的乐观预期,或是促使其股票获得增持的原因之一。截至第三季度,老虎环球基金的持仓中包括了46家公司的股票。
老虎环球增持京东20%,持仓均价38.2
发条
2017-11-13
$京东(JD)$ 清一色的看多,就没有一丝不安吗?
发条
2019-06-13
$波音(BA)$ 我上周五卖出了一张波音的put,到期日6.14,行权价360,今天中午系统提示风控到危险级别,打开老虎一看,360的期权变成了100股正股。还没有到行权日,为啥会出现这种情况。@蚂蚁布丁 @解放军空军大队长 @我是股神的小腿毛
发条
2018-01-31
$AMD(AMD)$今晚看戏。难得想得开,凌晨股票和期权都清了。财报不敢也不想再赌了。如果涨了,就恭喜大家发财,毕竟美股里面赚的最多的就是这只股。这只股坑了不少人,也该有所回报了。我总结财报的尿性,一般股票财报后的涨可能有10个点,跌的话可能就有20个点,跌要跌一周,涨可能一天就横盘。概率上统计上感觉风险太大,自己被坑了几次,自己是怕了,自己先溜了。希望大家能发财。
发条
2018-01-30
$AMD(AMD)$盘前就开始跑了?看谁跑的快?
发条
2017-10-06
$美图公司(01357)$ 今天这是吃药了?
发条
2017-10-16
$京东(JD)$ 🐶东盘前啥情况?
发条
2018-03-14
$纳斯达克(.IXIC)$像科恩那次离职,短期下跌之后迅速反弹。许多股票还没回到之前高位,压力不大,继续看涨。
发条
2018-04-06
$二倍做多VIX波动率指数短期期权ETN(TVIX)$贸易战升级怎么不见涨啊
发条
2019-03-16
$纳斯达克(.IXIC)$今天是4巫日么?
发条
2020-05-07
$波音(BA)$
只能说,好想买
发条
2018-07-02
$特斯拉(TSLA)$惊闻大队长已上车,让我很想空一把。
发条
2017-11-22
阿里云宣布CDN价格下调25%
$迅雷(XNET)$ 阿里云宣布CDN价格下调25% 金融界5小时前 · 金融界网站官方头条号DoNews11月22日消息(记者 翟继茹)22日,阿里云宣布进行产品价格下调,其中,CDN降幅25%后,带宽单价最低只需16.2元/Mbps/月。据了解,2006年,阿里巴巴开始自建CDN,2014年,阿里云CDN业务正式对外服务。目前,阿里云CDN全球节点超1200个,带宽能力超80TB,业务覆盖包括视频、金融、电商、医疗、直播等各领域。在2017年天猫双11中,保障200多个国家和地区的用户无时差地交易1682亿人民币。此外,阿里云在VPC环境下的云服务器ECS和云数据库RDS两款产品也进行了下调价格。以阿里云ECS企业级实例,最高优惠40%。另有5年长期购买的优惠价格为3折。目前,阿里云云服务器ECS企业级产品家族已推出21款实例。该系列适合在复杂的企业计算环境下,满足对于高性能、高可靠的计算,分别适用于包括AI、医疗、视频直播、金融、电商、IoT在内的200多个应用场景。(完)本文源自Donews更多精彩资讯,请来金融界网站(www.jrj.com.cn)
阿里云宣布CDN价格下调25%
发条
2018-01-29
$特斯拉(TSLA)$感觉今晚是凶多吉少。
发条
2017-10-20
$趣店(QD)$做空趣店的手续费和利息怎么算的,有人解答下吗?
发条
2019-03-11
$波音(BA)开始测试阻力位了,现在390,也差不多是财报后跳空的位置,也是去年的高点。这个位置有的磨了
发条
2018-02-06
$陌陌(MOMO)$这么多卖盘,醉了
去老虎APP查看更多动态
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公司无法评估股价高低,但是目前股价与公司历史高点相比有比较大的跌幅。从公司本身来说,业务还是持续向好,MAU持续增长,公司认为市场对直播业务在整个平台生态里面的角色作用、运营指标的相对平缓有过度的反映和不理解的地方,公司也一直在和市场沟通。陌陌的直播和其他纯直播平台不一样的地方是陌陌拥有很多长尾的用户,这些用户主要是利用直播功能从事社交活动,如聊天等。这些长尾用户,如果公司不提供足够多的使用场景,他们就会逐渐流失掉。作为一个社交平台,公司希望提供更广泛、多样化的基于视频流和音频流的社交应用场景,让用户自由选择。从平台来讲,整体的付费用户数在增长,对于秀场直播贡献较高的头部和中部用户数也一直在增长。这些是过去市场还没有看的太清楚的地方。 如果公司股价长期低于应有的价值,在董事会的同意下,公司可以随时进行回购,目前公司还在观望。 MAU增长来源 用户增长过去主要来自自然新增。从去年开始,公司尝试在渠道方面投入获取补充流量。2017年,公司加大在渠道的投入。截至到三季度,自然新增仍是新增用户的主要来源,渠道是辅助。但是随着整个行业的流量红利消退,公司认为未来渠道新增的占比会逐渐增加。因此,公司也在渠道方面开始调整策略。 用户获取 用户获取方面,10月以及11月第一周,公司都在小规模地测试新的投放方案。在双11之后,公司才开始全量投放。目前来看,效果不错,留存率有比较好的提升,渠道投放效果逐渐显现,对于四季度MAU的增长有比较乐观的看法。留存率方面,平台主要关注月留存以及更长期的留存率,渠道主要看次日、7日及月留。 运营数据披露 SEC要求公司披露每条业务线的增长动力,除非公司改变业务线的划分,否则,公司仍然会拆分披露直播付费用户数量和VAS付费用户数量。公司仍需研究。 如上文所述,直播的长尾用户,如果没有持续的新功能推出,会慢慢的流失","listText":"$陌陌(MOMO)$ 公司无法评估股价高低,但是目前股价与公司历史高点相比有比较大的跌幅。从公司本身来说,业务还是持续向好,MAU持续增长,公司认为市场对直播业务在整个平台生态里面的角色作用、运营指标的相对平缓有过度的反映和不理解的地方,公司也一直在和市场沟通。陌陌的直播和其他纯直播平台不一样的地方是陌陌拥有很多长尾的用户,这些用户主要是利用直播功能从事社交活动,如聊天等。这些长尾用户,如果公司不提供足够多的使用场景,他们就会逐渐流失掉。作为一个社交平台,公司希望提供更广泛、多样化的基于视频流和音频流的社交应用场景,让用户自由选择。从平台来讲,整体的付费用户数在增长,对于秀场直播贡献较高的头部和中部用户数也一直在增长。这些是过去市场还没有看的太清楚的地方。 如果公司股价长期低于应有的价值,在董事会的同意下,公司可以随时进行回购,目前公司还在观望。 MAU增长来源 用户增长过去主要来自自然新增。从去年开始,公司尝试在渠道方面投入获取补充流量。2017年,公司加大在渠道的投入。截至到三季度,自然新增仍是新增用户的主要来源,渠道是辅助。但是随着整个行业的流量红利消退,公司认为未来渠道新增的占比会逐渐增加。因此,公司也在渠道方面开始调整策略。 用户获取 用户获取方面,10月以及11月第一周,公司都在小规模地测试新的投放方案。在双11之后,公司才开始全量投放。目前来看,效果不错,留存率有比较好的提升,渠道投放效果逐渐显现,对于四季度MAU的增长有比较乐观的看法。留存率方面,平台主要关注月留存以及更长期的留存率,渠道主要看次日、7日及月留。 运营数据披露 SEC要求公司披露每条业务线的增长动力,除非公司改变业务线的划分,否则,公司仍然会拆分披露直播付费用户数量和VAS付费用户数量。公司仍需研究。 如上文所述,直播的长尾用户,如果没有持续的新功能推出,会慢慢的流失","text":"$陌陌(MOMO)$ 公司无法评估股价高低,但是目前股价与公司历史高点相比有比较大的跌幅。从公司本身来说,业务还是持续向好,MAU持续增长,公司认为市场对直播业务在整个平台生态里面的角色作用、运营指标的相对平缓有过度的反映和不理解的地方,公司也一直在和市场沟通。陌陌的直播和其他纯直播平台不一样的地方是陌陌拥有很多长尾的用户,这些用户主要是利用直播功能从事社交活动,如聊天等。这些长尾用户,如果公司不提供足够多的使用场景,他们就会逐渐流失掉。作为一个社交平台,公司希望提供更广泛、多样化的基于视频流和音频流的社交应用场景,让用户自由选择。从平台来讲,整体的付费用户数在增长,对于秀场直播贡献较高的头部和中部用户数也一直在增长。这些是过去市场还没有看的太清楚的地方。 如果公司股价长期低于应有的价值,在董事会的同意下,公司可以随时进行回购,目前公司还在观望。 MAU增长来源 用户增长过去主要来自自然新增。从去年开始,公司尝试在渠道方面投入获取补充流量。2017年,公司加大在渠道的投入。截至到三季度,自然新增仍是新增用户的主要来源,渠道是辅助。但是随着整个行业的流量红利消退,公司认为未来渠道新增的占比会逐渐增加。因此,公司也在渠道方面开始调整策略。 用户获取 用户获取方面,10月以及11月第一周,公司都在小规模地测试新的投放方案。在双11之后,公司才开始全量投放。目前来看,效果不错,留存率有比较好的提升,渠道投放效果逐渐显现,对于四季度MAU的增长有比较乐观的看法。留存率方面,平台主要关注月留存以及更长期的留存率,渠道主要看次日、7日及月留。 运营数据披露 SEC要求公司披露每条业务线的增长动力,除非公司改变业务线的划分,否则,公司仍然会拆分披露直播付费用户数量和VAS付费用户数量。公司仍需研究。 如上文所述,直播的长尾用户,如果没有持续的新功能推出,会慢慢的流失","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/133131","isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469267944217304","authorId":"3469267944217304","name":"佩服佩服","avatar":"https://static.tigerbbs.com/f0d8560bb4500690732661c558f82f32","crmLevel":3,"crmLevelSwitch":0,"idStr":"3469267944217304","authorIdStr":"3469267944217304"},"content":"什么意思。。。这是做空的前奏?我其实一直想做多的。。。但是为什么每次漂亮看报总是伴随漂亮的“高台跳水”?请哪位大神解释一下,不甚感激!","text":"什么意思。。。这是做空的前奏?我其实一直想做多的。。。但是为什么每次漂亮看报总是伴随漂亮的“高台跳水”?请哪位大神解释一下,不甚感激!","html":"什么意思。。。这是做空的前奏?我其实一直想做多的。。。但是为什么每次漂亮看报总是伴随漂亮的“高台跳水”?请哪位大神解释一下,不甚感激!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119496,"gmtCreate":1511341303550,"gmtModify":1704884298366,"author":{"id":"3451868029692575","authorId":"3451868029692575","name":"发条","avatar":"https://static.laohu8.com/0552a7747af8be19c8e42261bad40b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451868029692575","authorIdStr":"3451868029692575"},"themes":[],"title":"阿里云宣布CDN价格下调25%","htmlText":"$迅雷(XNET)$ 阿里云宣布CDN价格下调25% 金融界5小时前 · 金融界网站官方头条号DoNews11月22日消息(记者 翟继茹)22日,阿里云宣布进行产品价格下调,其中,CDN降幅25%后,带宽单价最低只需16.2元/Mbps/月。据了解,2006年,阿里巴巴开始自建CDN,2014年,阿里云CDN业务正式对外服务。目前,阿里云CDN全球节点超1200个,带宽能力超80TB,业务覆盖包括视频、金融、电商、医疗、直播等各领域。在2017年天猫双11中,保障200多个国家和地区的用户无时差地交易1682亿人民币。此外,阿里云在VPC环境下的云服务器ECS和云数据库RDS两款产品也进行了下调价格。以阿里云ECS企业级实例,最高优惠40%。另有5年长期购买的优惠价格为3折。目前,阿里云云服务器ECS企业级产品家族已推出21款实例。该系列适合在复杂的企业计算环境下,满足对于高性能、高可靠的计算,分别适用于包括AI、医疗、视频直播、金融、电商、IoT在内的200多个应用场景。(完)本文源自Donews更多精彩资讯,请来金融界网站(www.jrj.com.cn)","listText":"$迅雷(XNET)$ 阿里云宣布CDN价格下调25% 金融界5小时前 · 金融界网站官方头条号DoNews11月22日消息(记者 翟继茹)22日,阿里云宣布进行产品价格下调,其中,CDN降幅25%后,带宽单价最低只需16.2元/Mbps/月。据了解,2006年,阿里巴巴开始自建CDN,2014年,阿里云CDN业务正式对外服务。目前,阿里云CDN全球节点超1200个,带宽能力超80TB,业务覆盖包括视频、金融、电商、医疗、直播等各领域。在2017年天猫双11中,保障200多个国家和地区的用户无时差地交易1682亿人民币。此外,阿里云在VPC环境下的云服务器ECS和云数据库RDS两款产品也进行了下调价格。以阿里云ECS企业级实例,最高优惠40%。另有5年长期购买的优惠价格为3折。目前,阿里云云服务器ECS企业级产品家族已推出21款实例。该系列适合在复杂的企业计算环境下,满足对于高性能、高可靠的计算,分别适用于包括AI、医疗、视频直播、金融、电商、IoT在内的200多个应用场景。(完)本文源自Donews更多精彩资讯,请来金融界网站(www.jrj.com.cn)","text":"$迅雷(XNET)$ 阿里云宣布CDN价格下调25% 金融界5小时前 · 金融界网站官方头条号DoNews11月22日消息(记者 翟继茹)22日,阿里云宣布进行产品价格下调,其中,CDN降幅25%后,带宽单价最低只需16.2元/Mbps/月。据了解,2006年,阿里巴巴开始自建CDN,2014年,阿里云CDN业务正式对外服务。目前,阿里云CDN全球节点超1200个,带宽能力超80TB,业务覆盖包括视频、金融、电商、医疗、直播等各领域。在2017年天猫双11中,保障200多个国家和地区的用户无时差地交易1682亿人民币。此外,阿里云在VPC环境下的云服务器ECS和云数据库RDS两款产品也进行了下调价格。以阿里云ECS企业级实例,最高优惠40%。另有5年长期购买的优惠价格为3折。目前,阿里云云服务器ECS企业级产品家族已推出21款实例。该系列适合在复杂的企业计算环境下,满足对于高性能、高可靠的计算,分别适用于包括AI、医疗、视频直播、金融、电商、IoT在内的200多个应用场景。(完)本文源自Donews更多精彩资讯,请来金融界网站(www.jrj.com.cn)","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/119496","isVote":1,"tweetType":1,"viewCount":3150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115311,"gmtCreate":1510737009472,"gmtModify":1704883771712,"author":{"id":"3451868029692575","authorId":"3451868029692575","name":"发条","avatar":"https://static.laohu8.com/0552a7747af8be19c8e42261bad40b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451868029692575","authorIdStr":"3451868029692575"},"themes":[],"title":"老虎环球增持京东20%,持仓均价38.2","htmlText":"$京东(JD)$ 增持阿里京东微博、清仓谷歌 科技股大佬老虎环球基金的最新动作华尔街见闻 / 刘镔练 2017年11月15日 11:50:06摘要:科技股专业户老虎环球基金于三季度13F申报表中公布了最新持仓。文件显示,其已经清仓谷歌母公司Alphabet,增持了美股另外三家科技巨头“FAN”,并增加了对中国热门互联网公司的持仓。在科技股领域的投资专家——老虎环球基金又有了新动作。据第三季度提交美国证券委员会的F13文件显示,美国科技股投资巨擎老虎环球基金增持了部分热门科技股。在第三季度披露的1346亿美元的持仓中,老虎环球基金对Netflix大幅增持了711%,总市值达到5.538亿美元。其对亚马逊持仓也增加了24%,达到14.8亿美元;对Facebook的持股额度增加了240%,总值3.088亿美元。值得注意的是,老虎环球基金清仓了谷歌母公司Alphabet的持仓,总值6.64亿美元。如此一来,在美股四大科技股“FANG”中,老虎环球基金排除了“G”,而增持了“FAN”。另外,在13F申报中,老虎环球基金对不少中国互联网公司也有增持。其中,对阿里巴巴的持股增加4.4%,总额为7.825亿美元;对京东和微博的持仓也有所增加,总值分别达到18.76亿美元和9000万美元。对微博母公司新浪的持股总值也达到6066万美元。除了科技公司,该基金还在今年三季度增持了菲亚特-克莱斯勒公司2.22亿美元。值得注意的是,在今年第二季度,老虎环球基金曾减持11万股亚马逊,减持5.26万股Netflix。二季度时,老虎环球基金对阿里巴巴的持股也曾略有减少。分析指出,对阿里巴巴和京东在“双11”购物节前的乐观预期,或是促使其股票获得增持的原因之一。截至第三季度,老虎环球基金的持仓中包括了46家公司的股票。","listText":"$京东(JD)$ 增持阿里京东微博、清仓谷歌 科技股大佬老虎环球基金的最新动作华尔街见闻 / 刘镔练 2017年11月15日 11:50:06摘要:科技股专业户老虎环球基金于三季度13F申报表中公布了最新持仓。文件显示,其已经清仓谷歌母公司Alphabet,增持了美股另外三家科技巨头“FAN”,并增加了对中国热门互联网公司的持仓。在科技股领域的投资专家——老虎环球基金又有了新动作。据第三季度提交美国证券委员会的F13文件显示,美国科技股投资巨擎老虎环球基金增持了部分热门科技股。在第三季度披露的1346亿美元的持仓中,老虎环球基金对Netflix大幅增持了711%,总市值达到5.538亿美元。其对亚马逊持仓也增加了24%,达到14.8亿美元;对Facebook的持股额度增加了240%,总值3.088亿美元。值得注意的是,老虎环球基金清仓了谷歌母公司Alphabet的持仓,总值6.64亿美元。如此一来,在美股四大科技股“FANG”中,老虎环球基金排除了“G”,而增持了“FAN”。另外,在13F申报中,老虎环球基金对不少中国互联网公司也有增持。其中,对阿里巴巴的持股增加4.4%,总额为7.825亿美元;对京东和微博的持仓也有所增加,总值分别达到18.76亿美元和9000万美元。对微博母公司新浪的持股总值也达到6066万美元。除了科技公司,该基金还在今年三季度增持了菲亚特-克莱斯勒公司2.22亿美元。值得注意的是,在今年第二季度,老虎环球基金曾减持11万股亚马逊,减持5.26万股Netflix。二季度时,老虎环球基金对阿里巴巴的持股也曾略有减少。分析指出,对阿里巴巴和京东在“双11”购物节前的乐观预期,或是促使其股票获得增持的原因之一。截至第三季度,老虎环球基金的持仓中包括了46家公司的股票。","text":"$京东(JD)$ 增持阿里京东微博、清仓谷歌 科技股大佬老虎环球基金的最新动作华尔街见闻 / 刘镔练 2017年11月15日 11:50:06摘要:科技股专业户老虎环球基金于三季度13F申报表中公布了最新持仓。文件显示,其已经清仓谷歌母公司Alphabet,增持了美股另外三家科技巨头“FAN”,并增加了对中国热门互联网公司的持仓。在科技股领域的投资专家——老虎环球基金又有了新动作。据第三季度提交美国证券委员会的F13文件显示,美国科技股投资巨擎老虎环球基金增持了部分热门科技股。在第三季度披露的1346亿美元的持仓中,老虎环球基金对Netflix大幅增持了711%,总市值达到5.538亿美元。其对亚马逊持仓也增加了24%,达到14.8亿美元;对Facebook的持股额度增加了240%,总值3.088亿美元。值得注意的是,老虎环球基金清仓了谷歌母公司Alphabet的持仓,总值6.64亿美元。如此一来,在美股四大科技股“FANG”中,老虎环球基金排除了“G”,而增持了“FAN”。另外,在13F申报中,老虎环球基金对不少中国互联网公司也有增持。其中,对阿里巴巴的持股增加4.4%,总额为7.825亿美元;对京东和微博的持仓也有所增加,总值分别达到18.76亿美元和9000万美元。对微博母公司新浪的持股总值也达到6066万美元。除了科技公司,该基金还在今年三季度增持了菲亚特-克莱斯勒公司2.22亿美元。值得注意的是,在今年第二季度,老虎环球基金曾减持11万股亚马逊,减持5.26万股Netflix。二季度时,老虎环球基金对阿里巴巴的持股也曾略有减少。分析指出,对阿里巴巴和京东在“双11”购物节前的乐观预期,或是促使其股票获得增持的原因之一。截至第三季度,老虎环球基金的持仓中包括了46家公司的股票。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/115311","isVote":1,"tweetType":1,"viewCount":2983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"239116368075145","authorId":"239116368075145","name":"旅年之怠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"239116368075145","authorIdStr":"239116368075145"},"content":"@Tony特别帅 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大家都跑了,我还在这里。我如果跑了,账户低于25000,还是啥都买不了,所以我会一直拿住,直到我的账户重新高于25000。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":20,"repostSize":0,"link":"https://laohu8.com/post/114270","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471076687566805","authorId":"3471076687566805","name":"Doublet","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3471076687566805","authorIdStr":"3471076687566805"},"content":"为什么低于25000就买不到?","text":"为什么低于25000就买不到?","html":"为什么低于25000就买不到?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133131,"gmtCreate":1513577930474,"gmtModify":1704885977713,"author":{"id":"3451868029692575","authorId":"3451868029692575","name":"发条","avatar":"https://static.laohu8.com/0552a7747af8be19c8e42261bad40b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451868029692575","authorIdStr":"3451868029692575"},"themes":[],"title":"电话访问要点。ps不知道这种访问是谁发起","htmlText":"$陌陌(MOMO)$ 公司无法评估股价高低,但是目前股价与公司历史高点相比有比较大的跌幅。从公司本身来说,业务还是持续向好,MAU持续增长,公司认为市场对直播业务在整个平台生态里面的角色作用、运营指标的相对平缓有过度的反映和不理解的地方,公司也一直在和市场沟通。陌陌的直播和其他纯直播平台不一样的地方是陌陌拥有很多长尾的用户,这些用户主要是利用直播功能从事社交活动,如聊天等。这些长尾用户,如果公司不提供足够多的使用场景,他们就会逐渐流失掉。作为一个社交平台,公司希望提供更广泛、多样化的基于视频流和音频流的社交应用场景,让用户自由选择。从平台来讲,整体的付费用户数在增长,对于秀场直播贡献较高的头部和中部用户数也一直在增长。这些是过去市场还没有看的太清楚的地方。 如果公司股价长期低于应有的价值,在董事会的同意下,公司可以随时进行回购,目前公司还在观望。 MAU增长来源 用户增长过去主要来自自然新增。从去年开始,公司尝试在渠道方面投入获取补充流量。2017年,公司加大在渠道的投入。截至到三季度,自然新增仍是新增用户的主要来源,渠道是辅助。但是随着整个行业的流量红利消退,公司认为未来渠道新增的占比会逐渐增加。因此,公司也在渠道方面开始调整策略。 用户获取 用户获取方面,10月以及11月第一周,公司都在小规模地测试新的投放方案。在双11之后,公司才开始全量投放。目前来看,效果不错,留存率有比较好的提升,渠道投放效果逐渐显现,对于四季度MAU的增长有比较乐观的看法。留存率方面,平台主要关注月留存以及更长期的留存率,渠道主要看次日、7日及月留。 运营数据披露 SEC要求公司披露每条业务线的增长动力,除非公司改变业务线的划分,否则,公司仍然会拆分披露直播付费用户数量和VAS付费用户数量。公司仍需研究。 如上文所述,直播的长尾用户,如果没有持续的新功能推出,会慢慢的流失","listText":"$陌陌(MOMO)$ 公司无法评估股价高低,但是目前股价与公司历史高点相比有比较大的跌幅。从公司本身来说,业务还是持续向好,MAU持续增长,公司认为市场对直播业务在整个平台生态里面的角色作用、运营指标的相对平缓有过度的反映和不理解的地方,公司也一直在和市场沟通。陌陌的直播和其他纯直播平台不一样的地方是陌陌拥有很多长尾的用户,这些用户主要是利用直播功能从事社交活动,如聊天等。这些长尾用户,如果公司不提供足够多的使用场景,他们就会逐渐流失掉。作为一个社交平台,公司希望提供更广泛、多样化的基于视频流和音频流的社交应用场景,让用户自由选择。从平台来讲,整体的付费用户数在增长,对于秀场直播贡献较高的头部和中部用户数也一直在增长。这些是过去市场还没有看的太清楚的地方。 如果公司股价长期低于应有的价值,在董事会的同意下,公司可以随时进行回购,目前公司还在观望。 MAU增长来源 用户增长过去主要来自自然新增。从去年开始,公司尝试在渠道方面投入获取补充流量。2017年,公司加大在渠道的投入。截至到三季度,自然新增仍是新增用户的主要来源,渠道是辅助。但是随着整个行业的流量红利消退,公司认为未来渠道新增的占比会逐渐增加。因此,公司也在渠道方面开始调整策略。 用户获取 用户获取方面,10月以及11月第一周,公司都在小规模地测试新的投放方案。在双11之后,公司才开始全量投放。目前来看,效果不错,留存率有比较好的提升,渠道投放效果逐渐显现,对于四季度MAU的增长有比较乐观的看法。留存率方面,平台主要关注月留存以及更长期的留存率,渠道主要看次日、7日及月留。 运营数据披露 SEC要求公司披露每条业务线的增长动力,除非公司改变业务线的划分,否则,公司仍然会拆分披露直播付费用户数量和VAS付费用户数量。公司仍需研究。 如上文所述,直播的长尾用户,如果没有持续的新功能推出,会慢慢的流失","text":"$陌陌(MOMO)$ 公司无法评估股价高低,但是目前股价与公司历史高点相比有比较大的跌幅。从公司本身来说,业务还是持续向好,MAU持续增长,公司认为市场对直播业务在整个平台生态里面的角色作用、运营指标的相对平缓有过度的反映和不理解的地方,公司也一直在和市场沟通。陌陌的直播和其他纯直播平台不一样的地方是陌陌拥有很多长尾的用户,这些用户主要是利用直播功能从事社交活动,如聊天等。这些长尾用户,如果公司不提供足够多的使用场景,他们就会逐渐流失掉。作为一个社交平台,公司希望提供更广泛、多样化的基于视频流和音频流的社交应用场景,让用户自由选择。从平台来讲,整体的付费用户数在增长,对于秀场直播贡献较高的头部和中部用户数也一直在增长。这些是过去市场还没有看的太清楚的地方。 如果公司股价长期低于应有的价值,在董事会的同意下,公司可以随时进行回购,目前公司还在观望。 MAU增长来源 用户增长过去主要来自自然新增。从去年开始,公司尝试在渠道方面投入获取补充流量。2017年,公司加大在渠道的投入。截至到三季度,自然新增仍是新增用户的主要来源,渠道是辅助。但是随着整个行业的流量红利消退,公司认为未来渠道新增的占比会逐渐增加。因此,公司也在渠道方面开始调整策略。 用户获取 用户获取方面,10月以及11月第一周,公司都在小规模地测试新的投放方案。在双11之后,公司才开始全量投放。目前来看,效果不错,留存率有比较好的提升,渠道投放效果逐渐显现,对于四季度MAU的增长有比较乐观的看法。留存率方面,平台主要关注月留存以及更长期的留存率,渠道主要看次日、7日及月留。 运营数据披露 SEC要求公司披露每条业务线的增长动力,除非公司改变业务线的划分,否则,公司仍然会拆分披露直播付费用户数量和VAS付费用户数量。公司仍需研究。 如上文所述,直播的长尾用户,如果没有持续的新功能推出,会慢慢的流失","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/133131","isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469267944217304","authorId":"3469267944217304","name":"佩服佩服","avatar":"https://static.tigerbbs.com/f0d8560bb4500690732661c558f82f32","crmLevel":3,"crmLevelSwitch":0,"idStr":"3469267944217304","authorIdStr":"3469267944217304"},"content":"什么意思。。。这是做空的前奏?我其实一直想做多的。。。但是为什么每次漂亮看报总是伴随漂亮的“高台跳水”?请哪位大神解释一下,不甚感激!","text":"什么意思。。。这是做空的前奏?我其实一直想做多的。。。但是为什么每次漂亮看报总是伴随漂亮的“高台跳水”?请哪位大神解释一下,不甚感激!","html":"什么意思。。。这是做空的前奏?我其实一直想做多的。。。但是为什么每次漂亮看报总是伴随漂亮的“高台跳水”?请哪位大神解释一下,不甚感激!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115311,"gmtCreate":1510737009472,"gmtModify":1704883771712,"author":{"id":"3451868029692575","authorId":"3451868029692575","name":"发条","avatar":"https://static.laohu8.com/0552a7747af8be19c8e42261bad40b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451868029692575","authorIdStr":"3451868029692575"},"themes":[],"title":"老虎环球增持京东20%,持仓均价38.2","htmlText":"$京东(JD)$ 增持阿里京东微博、清仓谷歌 科技股大佬老虎环球基金的最新动作华尔街见闻 / 刘镔练 2017年11月15日 11:50:06摘要:科技股专业户老虎环球基金于三季度13F申报表中公布了最新持仓。文件显示,其已经清仓谷歌母公司Alphabet,增持了美股另外三家科技巨头“FAN”,并增加了对中国热门互联网公司的持仓。在科技股领域的投资专家——老虎环球基金又有了新动作。据第三季度提交美国证券委员会的F13文件显示,美国科技股投资巨擎老虎环球基金增持了部分热门科技股。在第三季度披露的1346亿美元的持仓中,老虎环球基金对Netflix大幅增持了711%,总市值达到5.538亿美元。其对亚马逊持仓也增加了24%,达到14.8亿美元;对Facebook的持股额度增加了240%,总值3.088亿美元。值得注意的是,老虎环球基金清仓了谷歌母公司Alphabet的持仓,总值6.64亿美元。如此一来,在美股四大科技股“FANG”中,老虎环球基金排除了“G”,而增持了“FAN”。另外,在13F申报中,老虎环球基金对不少中国互联网公司也有增持。其中,对阿里巴巴的持股增加4.4%,总额为7.825亿美元;对京东和微博的持仓也有所增加,总值分别达到18.76亿美元和9000万美元。对微博母公司新浪的持股总值也达到6066万美元。除了科技公司,该基金还在今年三季度增持了菲亚特-克莱斯勒公司2.22亿美元。值得注意的是,在今年第二季度,老虎环球基金曾减持11万股亚马逊,减持5.26万股Netflix。二季度时,老虎环球基金对阿里巴巴的持股也曾略有减少。分析指出,对阿里巴巴和京东在“双11”购物节前的乐观预期,或是促使其股票获得增持的原因之一。截至第三季度,老虎环球基金的持仓中包括了46家公司的股票。","listText":"$京东(JD)$ 增持阿里京东微博、清仓谷歌 科技股大佬老虎环球基金的最新动作华尔街见闻 / 刘镔练 2017年11月15日 11:50:06摘要:科技股专业户老虎环球基金于三季度13F申报表中公布了最新持仓。文件显示,其已经清仓谷歌母公司Alphabet,增持了美股另外三家科技巨头“FAN”,并增加了对中国热门互联网公司的持仓。在科技股领域的投资专家——老虎环球基金又有了新动作。据第三季度提交美国证券委员会的F13文件显示,美国科技股投资巨擎老虎环球基金增持了部分热门科技股。在第三季度披露的1346亿美元的持仓中,老虎环球基金对Netflix大幅增持了711%,总市值达到5.538亿美元。其对亚马逊持仓也增加了24%,达到14.8亿美元;对Facebook的持股额度增加了240%,总值3.088亿美元。值得注意的是,老虎环球基金清仓了谷歌母公司Alphabet的持仓,总值6.64亿美元。如此一来,在美股四大科技股“FANG”中,老虎环球基金排除了“G”,而增持了“FAN”。另外,在13F申报中,老虎环球基金对不少中国互联网公司也有增持。其中,对阿里巴巴的持股增加4.4%,总额为7.825亿美元;对京东和微博的持仓也有所增加,总值分别达到18.76亿美元和9000万美元。对微博母公司新浪的持股总值也达到6066万美元。除了科技公司,该基金还在今年三季度增持了菲亚特-克莱斯勒公司2.22亿美元。值得注意的是,在今年第二季度,老虎环球基金曾减持11万股亚马逊,减持5.26万股Netflix。二季度时,老虎环球基金对阿里巴巴的持股也曾略有减少。分析指出,对阿里巴巴和京东在“双11”购物节前的乐观预期,或是促使其股票获得增持的原因之一。截至第三季度,老虎环球基金的持仓中包括了46家公司的股票。","text":"$京东(JD)$ 增持阿里京东微博、清仓谷歌 科技股大佬老虎环球基金的最新动作华尔街见闻 / 刘镔练 2017年11月15日 11:50:06摘要:科技股专业户老虎环球基金于三季度13F申报表中公布了最新持仓。文件显示,其已经清仓谷歌母公司Alphabet,增持了美股另外三家科技巨头“FAN”,并增加了对中国热门互联网公司的持仓。在科技股领域的投资专家——老虎环球基金又有了新动作。据第三季度提交美国证券委员会的F13文件显示,美国科技股投资巨擎老虎环球基金增持了部分热门科技股。在第三季度披露的1346亿美元的持仓中,老虎环球基金对Netflix大幅增持了711%,总市值达到5.538亿美元。其对亚马逊持仓也增加了24%,达到14.8亿美元;对Facebook的持股额度增加了240%,总值3.088亿美元。值得注意的是,老虎环球基金清仓了谷歌母公司Alphabet的持仓,总值6.64亿美元。如此一来,在美股四大科技股“FANG”中,老虎环球基金排除了“G”,而增持了“FAN”。另外,在13F申报中,老虎环球基金对不少中国互联网公司也有增持。其中,对阿里巴巴的持股增加4.4%,总额为7.825亿美元;对京东和微博的持仓也有所增加,总值分别达到18.76亿美元和9000万美元。对微博母公司新浪的持股总值也达到6066万美元。除了科技公司,该基金还在今年三季度增持了菲亚特-克莱斯勒公司2.22亿美元。值得注意的是,在今年第二季度,老虎环球基金曾减持11万股亚马逊,减持5.26万股Netflix。二季度时,老虎环球基金对阿里巴巴的持股也曾略有减少。分析指出,对阿里巴巴和京东在“双11”购物节前的乐观预期,或是促使其股票获得增持的原因之一。截至第三季度,老虎环球基金的持仓中包括了46家公司的股票。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/115311","isVote":1,"tweetType":1,"viewCount":2983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"239116368075145","authorId":"239116368075145","name":"旅年之怠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"239116368075145","authorIdStr":"239116368075145"},"content":"@Tony特别帅 这个基金和老虎证券有关系吗","text":"@Tony特别帅 这个基金和老虎证券有关系吗","html":"@Tony特别帅 这个基金和老虎证券有关系吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":114139,"gmtCreate":1510556515151,"gmtModify":1704883624588,"author":{"id":"3451868029692575","authorId":"3451868029692575","name":"发条","avatar":"https://static.laohu8.com/0552a7747af8be19c8e42261bad40b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451868029692575","authorIdStr":"3451868029692575"},"themes":[],"htmlText":"$京东(JD)$ 清一色的看多,就没有一丝不安吗?","listText":"$京东(JD)$ 清一色的看多,就没有一丝不安吗?","text":"$京东(JD)$ 清一色的看多,就没有一丝不安吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/114139","isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"idStr":"327136573212668","authorIdStr":"327136573212668"},"content":"这里的人还有不安的感觉吗,这里除了赌徒,就是被深套。😂","text":"这里的人还有不安的感觉吗,这里除了赌徒,就是被深套。😂","html":"这里的人还有不安的感觉吗,这里除了赌徒,就是被深套。😂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":905250214,"gmtCreate":1560409418238,"gmtModify":1704700128740,"author":{"id":"3451868029692575","authorId":"3451868029692575","name":"发条","avatar":"https://static.laohu8.com/0552a7747af8be19c8e42261bad40b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451868029692575","authorIdStr":"3451868029692575"},"themes":[],"htmlText":"$波音(BA)$ 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