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自己的投资自己做主
2018-06-21
妖
$迅雷(XNET)$ 一会逼空一会轧多。真是妖。
妖
自己的投资自己做主
2018-05-16
季报后迅雷的宣传是加分的
$迅雷(XNET)$ 季报后迅雷的各种解读及新闻软文,我认为是加分的。就一句话,积极向上有前途,管理层视公司良好发展为己任,这就是值得信赖和投资的公司。
季报后迅雷的宣传是加分的
自己的投资自己做主
2018-04-05
还需要温和放量
$迅雷(XNET)$ 配合点量空头才会感觉回补
还需要温和放量
自己的投资自己做主
2018-04-04
什么样的利好在发酵?
$迅雷(XNET)$ 2018年3月1日,共有97家企业获得工信部颁发的CDN牌照。然而,仅有7家企业允许在全国范围经营,分别是:中国联通、中国移动、中国电信、网宿、阿里云、腾讯云、蓝汛。现在加上迅雷,8家全国范围。三家运营商可以不算,没啥竞争力。真正在市场打拼的就5个。迅雷的星链算创新。我说这两天涨是因为这个,还有央行的态度实际是点明了:不要幻想ICO合法化,区块链必须要有实际的技术和应用。这不也算肯定迅雷的玩客云吗。这就是我说的:这些利好其实很重要,很有潜力,在慢慢发酵。后知后觉的人或者机构都会介入。要在A股,5个板吧。
什么样的利好在发酵?
自己的投资自己做主
2018-04-04
全国CDN牌照值多少钱
$迅雷(XNET)$ 这个有没有可以参考的?谁知道?
全国CDN牌照值多少钱
自己的投资自己做主
2018-04-03
一些潜在的利好在慢慢发酵
$迅雷(XNET)$ 央行对ICO明确的说法和加快虚拟货币的方向值得大家注意。幻想ICO纳入监管合法化是不可能的,区块链技术必须要有实际应用支持。
一些潜在的利好在慢慢发酵
自己的投资自己做主
2018-04-02
用了玩客云吗?
$迅雷(XNET)$ 自己用了一下,之前只是挂着得链克,存储一下照片,省了手机的空间。今天用安卓的手机下载特权下了一些大片,资源里也有一些岛国动作片,这样你不管在哪都能看电影。我觉得免了苹果每月的icloud 云存储费,还有免费大片看,这一年的会费也有个几百块吧?这产品还是可以的,大力推广,继续上量,皆大欢喜呀。嗯,既然这样就先套着吧,套套更健康。没杠杆。苹果手机好像没有下载特权呢,咋回事?谁能解答一下。迅雷抓紧开发呀。
用了玩客云吗?
自己的投资自己做主
2018-03-29
今天这量,带杠杆的空头抓紧缴枪
$迅雷(XNET)$ 今天这量不是散户左右的
今天这量,带杠杆的空头抓紧缴枪
自己的投资自己做主
2018-03-29
今天来点量,来点涨幅
$迅雷(XNET)$ 量价齐升是最好的,涨幅不用很大
今天来点量,来点涨幅
自己的投资自己做主
2018-03-29
9.55婴儿底成立-大霄首发
$迅雷(XNET)$ 娱乐一下
9.55婴儿底成立-大霄首发
自己的投资自己做主
2018-03-29
迅雷,来点血性
$迅雷(XNET)$ 别老摁着多头韭菜收割,也该收歌一下空头了。老摁着一只羊薅羊毛不好。
迅雷,来点血性
自己的投资自己做主
2018-03-27
独角兽的门槛是10一美金
$迅雷(XNET)$ 迅雷现在连独角兽都不算,我觉得CEO怎么也得做到独角兽的门槛吧,谁都想发行CDR回国圈点钱吧。
独角兽的门槛是10一美金
自己的投资自己做主
2018-03-27
我不是水军,被套了但也没怕什么
$迅雷(XNET)$ 当初挣过钱,现在被套,无杠杆,不会做其他的什么衍生。 定的就是买一点长期放着,比如说三年后再看看。迅雷这个玩客云毕竟是个创新。
我不是水军,被套了但也没怕什么
自己的投资自己做主
2018-03-26
健身郭教导我们
$迅雷(XNET)$ 该吃吃该喝喝、啥事不忘心里搁
健身郭教导我们
自己的投资自己做主
2018-03-26
小心被打
$迅雷(XNET)$ 今晚有好戏看咯
小心被打
自己的投资自己做主
2018-03-19
没有杠杆你别慌
$迅雷(XNET)$ 差不多了,一片骂声,忘了当初选择迅雷的逻辑了都。我大致上想如下操作;跌倒8快再买和现在的仓位,跌倒4-5块,就再买之前所有的仓位。不用杠杆做这票。今年对迅雷很关键,Q1营收还可以,如果Q2继续增长,全年有望4亿刀营收,利润要看Q1和Q2情况预估。国内和他对标的是网宿(营收17年近50亿人民币),大家可以比较一下。所以也没啥可恐慌的。
没有杠杆你别慌
自己的投资自己做主
2018-03-15
这把都没戏的话陈磊真傻叉了
$迅雷(XNET)$ 陈磊说要把市值翻番,从他之前处理几个突发事件来看,他还真是水平不咋滴。市值翻番是个梦了。
这把都没戏的话陈磊真傻叉了
自己的投资自己做主
2018-03-15
来回收割
$迅雷(XNET)$ 小心来回收割
来回收割
自己的投资自己做主
2018-03-15
财报肯定属于利好
$迅雷(XNET)$ 虽然2017年全年亏损,但是营收增加,而且Q4首次扭亏,营收也大幅增加,重要的是预期2018Q1营收与17年Q4不相上下,炒股炒的是预期和未来,既然扭亏了,而且营收和盈利有可持续性,迅雷的估值方式就和以前一直亏损消耗现金流不同了。短期和中期持续看好。未来要看链克的落地方式能否吸引市场和客户。我给的估值是15-20亿美元。
财报肯定属于利好
自己的投资自己做主
2018-03-15
Q4扭亏为盈
$迅雷(XNET)$ 腾讯科技讯据外媒报道,迅雷(纳斯达克证券代码:XNET)周三发布了该公司截至2017年12月31日的第四季度及全年未经审计财报。财报显示,迅雷第四季度总营收为8240万美元,同比增长128.5%;来自持续运营业务的净利润为300万美元,上一季度净亏损为2680万美元。
Q4扭亏为盈
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陈磊说要把市值翻番,从他之前处理几个突发事件来看,他还真是水平不咋滴。市值翻番是个梦了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/167614","isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167567,"gmtCreate":1521122735320,"gmtModify":1704890344514,"author":{"id":"3474233350748257","authorId":"3474233350748257","name":"自己的投资自己做主","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474233350748257","authorIdStr":"3474233350748257"},"themes":[],"title":"来回收割","htmlText":"$迅雷(XNET)$ 小心来回收割","listText":"$迅雷(XNET)$ 小心来回收割","text":"$迅雷(XNET)$ 小心来回收割","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167567","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167230,"gmtCreate":1521076567971,"gmtModify":1704890302998,"author":{"id":"3474233350748257","authorId":"3474233350748257","name":"自己的投资自己做主","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474233350748257","authorIdStr":"3474233350748257"},"themes":[],"title":"财报肯定属于利好","htmlText":"$迅雷(XNET)$ 虽然2017年全年亏损,但是营收增加,而且Q4首次扭亏,营收也大幅增加,重要的是预期2018Q1营收与17年Q4不相上下,炒股炒的是预期和未来,既然扭亏了,而且营收和盈利有可持续性,迅雷的估值方式就和以前一直亏损消耗现金流不同了。短期和中期持续看好。未来要看链克的落地方式能否吸引市场和客户。我给的估值是15-20亿美元。","listText":"$迅雷(XNET)$ 虽然2017年全年亏损,但是营收增加,而且Q4首次扭亏,营收也大幅增加,重要的是预期2018Q1营收与17年Q4不相上下,炒股炒的是预期和未来,既然扭亏了,而且营收和盈利有可持续性,迅雷的估值方式就和以前一直亏损消耗现金流不同了。短期和中期持续看好。未来要看链克的落地方式能否吸引市场和客户。我给的估值是15-20亿美元。","text":"$迅雷(XNET)$ 虽然2017年全年亏损,但是营收增加,而且Q4首次扭亏,营收也大幅增加,重要的是预期2018Q1营收与17年Q4不相上下,炒股炒的是预期和未来,既然扭亏了,而且营收和盈利有可持续性,迅雷的估值方式就和以前一直亏损消耗现金流不同了。短期和中期持续看好。未来要看链克的落地方式能否吸引市场和客户。我给的估值是15-20亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/167230","isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167215,"gmtCreate":1521072615659,"gmtModify":1704890301456,"author":{"id":"3474233350748257","authorId":"3474233350748257","name":"自己的投资自己做主","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474233350748257","authorIdStr":"3474233350748257"},"themes":[],"title":"Q4扭亏为盈","htmlText":"$迅雷(XNET)$ 腾讯科技讯据外媒报道,迅雷(纳斯达克证券代码:XNET)周三发布了该公司截至2017年12月31日的第四季度及全年未经审计财报。财报显示,迅雷第四季度总营收为8240万美元,同比增长128.5%;来自持续运营业务的净利润为300万美元,上一季度净亏损为2680万美元。","listText":"$迅雷(XNET)$ 腾讯科技讯据外媒报道,迅雷(纳斯达克证券代码:XNET)周三发布了该公司截至2017年12月31日的第四季度及全年未经审计财报。财报显示,迅雷第四季度总营收为8240万美元,同比增长128.5%;来自持续运营业务的净利润为300万美元,上一季度净亏损为2680万美元。","text":"$迅雷(XNET)$ 腾讯科技讯据外媒报道,迅雷(纳斯达克证券代码:XNET)周三发布了该公司截至2017年12月31日的第四季度及全年未经审计财报。财报显示,迅雷第四季度总营收为8240万美元,同比增长128.5%;来自持续运营业务的净利润为300万美元,上一季度净亏损为2680万美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/167215","isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474423671931184","authorId":"3474423671931184","name":"的欧拉","avatar":"https://static.laohu8.com/4318519aa1af89b7a5fa0071cf2607c0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3474423671931184","authorIdStr":"3474423671931184"},"content":"难道还有非持续运营的业务?","text":"难道还有非持续运营的业务?","html":"难道还有非持续运营的业务?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":126155,"gmtCreate":1512226690272,"gmtModify":1704885127488,"author":{"id":"3474233350748257","authorId":"3474233350748257","name":"自己的投资自己做主","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474233350748257","authorIdStr":"3474233350748257"},"themes":[],"title":"于菲一定是在最低点已经清仓了迅雷","htmlText":"$迅雷(XNET)$ 于菲作为迅雷的副总裁,在上市时一定是配了相当数量的内部股或者期权的,迅雷大涨是内部员工与领导都受益的事。没有人会和自己的钱过不去,于菲之所以以一个小学生水平的公开信死皮脸去撕咬,只有一种可能就是她在最低点早就清仓了,赚了个芝麻丢了西瓜。后来大涨,心态极不平衡,想法设法侵占公司财富,弥补自己提前清仓的损失。然后被发现中饱私囊,于菲开始了一个泼妇般的表演。事情的起因就是迅雷要求停止大数据使用迅雷名称,因为大数据偷偷的变换了大股东,迅雷已无法控股和占有懂事席位。于菲和大数据非得扯玩客币,就是要胡搅蛮缠节奏,就是知道这样会影响迅雷股价,打疼迅雷。事实慢慢会显露出来,我们慢慢看戏。我要感谢于菲让我能抄底上车,但内心鄙视这样的女人。然而生活中遇到这样的无下限胡搅蛮缠的女人,我也是又气又急很无奈的,需要大智慧解决。陈磊目前没有失招,毕竟有雷布斯撑腰。注意,邹胜龙可未必和陈磊一伙,到更像是于菲一丘之貉的。","listText":"$迅雷(XNET)$ 于菲作为迅雷的副总裁,在上市时一定是配了相当数量的内部股或者期权的,迅雷大涨是内部员工与领导都受益的事。没有人会和自己的钱过不去,于菲之所以以一个小学生水平的公开信死皮脸去撕咬,只有一种可能就是她在最低点早就清仓了,赚了个芝麻丢了西瓜。后来大涨,心态极不平衡,想法设法侵占公司财富,弥补自己提前清仓的损失。然后被发现中饱私囊,于菲开始了一个泼妇般的表演。事情的起因就是迅雷要求停止大数据使用迅雷名称,因为大数据偷偷的变换了大股东,迅雷已无法控股和占有懂事席位。于菲和大数据非得扯玩客币,就是要胡搅蛮缠节奏,就是知道这样会影响迅雷股价,打疼迅雷。事实慢慢会显露出来,我们慢慢看戏。我要感谢于菲让我能抄底上车,但内心鄙视这样的女人。然而生活中遇到这样的无下限胡搅蛮缠的女人,我也是又气又急很无奈的,需要大智慧解决。陈磊目前没有失招,毕竟有雷布斯撑腰。注意,邹胜龙可未必和陈磊一伙,到更像是于菲一丘之貉的。","text":"$迅雷(XNET)$ 于菲作为迅雷的副总裁,在上市时一定是配了相当数量的内部股或者期权的,迅雷大涨是内部员工与领导都受益的事。没有人会和自己的钱过不去,于菲之所以以一个小学生水平的公开信死皮脸去撕咬,只有一种可能就是她在最低点早就清仓了,赚了个芝麻丢了西瓜。后来大涨,心态极不平衡,想法设法侵占公司财富,弥补自己提前清仓的损失。然后被发现中饱私囊,于菲开始了一个泼妇般的表演。事情的起因就是迅雷要求停止大数据使用迅雷名称,因为大数据偷偷的变换了大股东,迅雷已无法控股和占有懂事席位。于菲和大数据非得扯玩客币,就是要胡搅蛮缠节奏,就是知道这样会影响迅雷股价,打疼迅雷。事实慢慢会显露出来,我们慢慢看戏。我要感谢于菲让我能抄底上车,但内心鄙视这样的女人。然而生活中遇到这样的无下限胡搅蛮缠的女人,我也是又气又急很无奈的,需要大智慧解决。陈磊目前没有失招,毕竟有雷布斯撑腰。注意,邹胜龙可未必和陈磊一伙,到更像是于菲一丘之貉的。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1,"commentSize":23,"repostSize":0,"link":"https://laohu8.com/post/126155","isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474364192486974","authorId":"3474364192486974","name":"魔法商缘","avatar":"https://static.laohu8.com/dd8b7828eeb231c0cf44f22bd90ec8fe","crmLevel":1,"crmLevelSwitch":0,"idStr":"3474364192486974","authorIdStr":"3474364192486974"},"content":"转钱进去,全力做多就对了,我做空。","text":"转钱进去,全力做多就对了,我做空。","html":"转钱进去,全力做多就对了,我做空。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135303,"gmtCreate":1513780274453,"gmtModify":1704886258797,"author":{"id":"3474233350748257","authorId":"3474233350748257","name":"自己的投资自己做主","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474233350748257","authorIdStr":"3474233350748257"},"themes":[],"title":"我说两句,无关多空","htmlText":"$迅雷(XNET)$ 许多人质疑1800万台,我想说一个美国上市公司CEO不至于把180万台和1800万台搞混了,我们都不会犯这种错误,你觉得上市公司CEO会犯这种致命错误吗?在美国上市,欺骗是要付出巨大代价的。我自己在京东上几次预约,一台没抢到,所以在迅雷官网不限购买了三台(每个颜色个一),全款。今晚刚好吃饭聊迅雷,酒桌一个朋友说也下了两天付款,所以很正常。我们不是炒玩客云的,都是准备自己用的,平均每人2.5台,若有人炒,还多。那么按2.5算,1800万就是720万个人(实际上我觉得应该是600万左右)购买。再看京东当时预约数,合理。","listText":"$迅雷(XNET)$ 许多人质疑1800万台,我想说一个美国上市公司CEO不至于把180万台和1800万台搞混了,我们都不会犯这种错误,你觉得上市公司CEO会犯这种致命错误吗?在美国上市,欺骗是要付出巨大代价的。我自己在京东上几次预约,一台没抢到,所以在迅雷官网不限购买了三台(每个颜色个一),全款。今晚刚好吃饭聊迅雷,酒桌一个朋友说也下了两天付款,所以很正常。我们不是炒玩客云的,都是准备自己用的,平均每人2.5台,若有人炒,还多。那么按2.5算,1800万就是720万个人(实际上我觉得应该是600万左右)购买。再看京东当时预约数,合理。","text":"$迅雷(XNET)$ 许多人质疑1800万台,我想说一个美国上市公司CEO不至于把180万台和1800万台搞混了,我们都不会犯这种错误,你觉得上市公司CEO会犯这种致命错误吗?在美国上市,欺骗是要付出巨大代价的。我自己在京东上几次预约,一台没抢到,所以在迅雷官网不限购买了三台(每个颜色个一),全款。今晚刚好吃饭聊迅雷,酒桌一个朋友说也下了两天付款,所以很正常。我们不是炒玩客云的,都是准备自己用的,平均每人2.5台,若有人炒,还多。那么按2.5算,1800万就是720万个人(实际上我觉得应该是600万左右)购买。再看京东当时预约数,合理。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/135303","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435919722488162","authorId":"3435919722488162","name":"开心就好6124","avatar":"https://static.tigerbbs.com/10e1657d8c9162708baa66d3e6148ad8","crmLevel":2,"crmLevelSwitch":0,"idStr":"3435919722488162","authorIdStr":"3435919722488162"},"content":"喝多了吧。","text":"喝多了吧。","html":"喝多了吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129123,"gmtCreate":1512720229997,"gmtModify":1704885484566,"author":{"id":"3474233350748257","authorId":"3474233350748257","name":"自己的投资自己做主","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474233350748257","authorIdStr":"3474233350748257"},"themes":[],"title":"转个对迅雷估值的文章","htmlText":"$迅雷(XNET)$ 1) 净资产(净现金,重估的固定资产):5.6-6.6亿美金(包括:净现金3.6亿美金,深圳房产保守估计税后2-3亿美金) 2) 现有p2p下载网络及用户价值:1亿美金(400万付费用户,大约1000-2000万美元的利润,因为处于下降趋势,给5-10倍市盈率) 3) 玩客云矿机硬件销售价值:1.5-3亿美金(假设总共销售500-1000万台玩客云,利润200元/台,总利润是1.5-3亿美金) 4) CDN网络价值:10-20亿美金(免费获得50-100T带宽,按照市场价50%提供给客户,按照30%利润率估算,一年利润估计大约1-2亿美金,给10倍市盈率估值) 5)玩客云网络潜在的云计算(或边缘计算、雾计算)、区块链整合行业版权潜力:0-100亿美金(假设500-1000万台玩客云在线) 第1、2项是公司原有的重估净资产和下载用户价值,第3、4项是10月份玩客云发行火爆后的新增价值,第5项是一个不确定性极大的风险投资价值。我们把思路理清楚,估值的结果是比较简单的:玩客云出来前,这个公司是一个烟蒂,价值大约在6-8亿美金,市场给了50%折价是因为公司在大量消耗现金,前景不明。玩客云出来后,不仅能让股价恢复到正常价值,还在此基础上增加了10-20亿美金的估值。公司未来最终能长到多大,能不能到100亿美金以上?取决于这个分布式网络的长期前景和团队的业务能力。 把以上5项加总,迅雷量化总估值为18-130亿美金。","listText":"$迅雷(XNET)$ 1) 净资产(净现金,重估的固定资产):5.6-6.6亿美金(包括:净现金3.6亿美金,深圳房产保守估计税后2-3亿美金) 2) 现有p2p下载网络及用户价值:1亿美金(400万付费用户,大约1000-2000万美元的利润,因为处于下降趋势,给5-10倍市盈率) 3) 玩客云矿机硬件销售价值:1.5-3亿美金(假设总共销售500-1000万台玩客云,利润200元/台,总利润是1.5-3亿美金) 4) CDN网络价值:10-20亿美金(免费获得50-100T带宽,按照市场价50%提供给客户,按照30%利润率估算,一年利润估计大约1-2亿美金,给10倍市盈率估值) 5)玩客云网络潜在的云计算(或边缘计算、雾计算)、区块链整合行业版权潜力:0-100亿美金(假设500-1000万台玩客云在线) 第1、2项是公司原有的重估净资产和下载用户价值,第3、4项是10月份玩客云发行火爆后的新增价值,第5项是一个不确定性极大的风险投资价值。我们把思路理清楚,估值的结果是比较简单的:玩客云出来前,这个公司是一个烟蒂,价值大约在6-8亿美金,市场给了50%折价是因为公司在大量消耗现金,前景不明。玩客云出来后,不仅能让股价恢复到正常价值,还在此基础上增加了10-20亿美金的估值。公司未来最终能长到多大,能不能到100亿美金以上?取决于这个分布式网络的长期前景和团队的业务能力。 把以上5项加总,迅雷量化总估值为18-130亿美金。","text":"$迅雷(XNET)$ 1) 净资产(净现金,重估的固定资产):5.6-6.6亿美金(包括:净现金3.6亿美金,深圳房产保守估计税后2-3亿美金) 2) 现有p2p下载网络及用户价值:1亿美金(400万付费用户,大约1000-2000万美元的利润,因为处于下降趋势,给5-10倍市盈率) 3) 玩客云矿机硬件销售价值:1.5-3亿美金(假设总共销售500-1000万台玩客云,利润200元/台,总利润是1.5-3亿美金) 4) CDN网络价值:10-20亿美金(免费获得50-100T带宽,按照市场价50%提供给客户,按照30%利润率估算,一年利润估计大约1-2亿美金,给10倍市盈率估值) 5)玩客云网络潜在的云计算(或边缘计算、雾计算)、区块链整合行业版权潜力:0-100亿美金(假设500-1000万台玩客云在线) 第1、2项是公司原有的重估净资产和下载用户价值,第3、4项是10月份玩客云发行火爆后的新增价值,第5项是一个不确定性极大的风险投资价值。我们把思路理清楚,估值的结果是比较简单的:玩客云出来前,这个公司是一个烟蒂,价值大约在6-8亿美金,市场给了50%折价是因为公司在大量消耗现金,前景不明。玩客云出来后,不仅能让股价恢复到正常价值,还在此基础上增加了10-20亿美金的估值。公司未来最终能长到多大,能不能到100亿美金以上?取决于这个分布式网络的长期前景和团队的业务能力。 把以上5项加总,迅雷量化总估值为18-130亿美金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/129123","isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474233350748257","authorId":"3474233350748257","name":"自己的投资自己做主","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3474233350748257","authorIdStr":"3474233350748257"},"content":"转的文章,里面说的是有瑕疵的,主要在3、4、5条,但是我认可如果将来有500-1000万台玩客云跑着,给迅雷贡献带宽和云存储,至于有没有玩客币,这个网络都是价值不可低估的。","text":"转的文章,里面说的是有瑕疵的,主要在3、4、5条,但是我认可如果将来有500-1000万台玩客云跑着,给迅雷贡献带宽和云存储,至于有没有玩客币,这个网络都是价值不可低估的。","html":"转的文章,里面说的是有瑕疵的,主要在3、4、5条,但是我认可如果将来有500-1000万台玩客云跑着,给迅雷贡献带宽和云存储,至于有没有玩客币,这个网络都是价值不可低估的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145533,"gmtCreate":1515804995477,"gmtModify":1704887517756,"author":{"id":"3474233350748257","authorId":"3474233350748257","name":"自己的投资自己做主","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474233350748257","authorIdStr":"3474233350748257"},"themes":[],"title":"慌什么,淡定","htmlText":"$迅雷(XNET)$ 昨晚的突发事件,迅雷被点了名,让我想起了去年腾讯的游戏被人日报(比这个协会牛太多)点名批评,引起腾讯港股大跌。当时一位大牛说,以后你们就会看到这是多么好的一次上车机会。","listText":"$迅雷(XNET)$ 昨晚的突发事件,迅雷被点了名,让我想起了去年腾讯的游戏被人日报(比这个协会牛太多)点名批评,引起腾讯港股大跌。当时一位大牛说,以后你们就会看到这是多么好的一次上车机会。","text":"$迅雷(XNET)$ 昨晚的突发事件,迅雷被点了名,让我想起了去年腾讯的游戏被人日报(比这个协会牛太多)点名批评,引起腾讯港股大跌。当时一位大牛说,以后你们就会看到这是多么好的一次上车机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/145533","isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465852548635054","authorId":"3465852548635054","name":"570928fc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3465852548635054","authorIdStr":"3465852548635054"},"content":"人日报 是什么报?","text":"人日报 是什么报?","html":"人日报 是什么报?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167215,"gmtCreate":1521072615659,"gmtModify":1704890301456,"author":{"id":"3474233350748257","authorId":"3474233350748257","name":"自己的投资自己做主","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474233350748257","authorIdStr":"3474233350748257"},"themes":[],"title":"Q4扭亏为盈","htmlText":"$迅雷(XNET)$ 腾讯科技讯据外媒报道,迅雷(纳斯达克证券代码:XNET)周三发布了该公司截至2017年12月31日的第四季度及全年未经审计财报。财报显示,迅雷第四季度总营收为8240万美元,同比增长128.5%;来自持续运营业务的净利润为300万美元,上一季度净亏损为2680万美元。","listText":"$迅雷(XNET)$ 腾讯科技讯据外媒报道,迅雷(纳斯达克证券代码:XNET)周三发布了该公司截至2017年12月31日的第四季度及全年未经审计财报。财报显示,迅雷第四季度总营收为8240万美元,同比增长128.5%;来自持续运营业务的净利润为300万美元,上一季度净亏损为2680万美元。","text":"$迅雷(XNET)$ 腾讯科技讯据外媒报道,迅雷(纳斯达克证券代码:XNET)周三发布了该公司截至2017年12月31日的第四季度及全年未经审计财报。财报显示,迅雷第四季度总营收为8240万美元,同比增长128.5%;来自持续运营业务的净利润为300万美元,上一季度净亏损为2680万美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/167215","isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474423671931184","authorId":"3474423671931184","name":"的欧拉","avatar":"https://static.laohu8.com/4318519aa1af89b7a5fa0071cf2607c0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3474423671931184","authorIdStr":"3474423671931184"},"content":"难道还有非持续运营的业务?","text":"难道还有非持续运营的业务?","html":"难道还有非持续运营的业务?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138996,"gmtCreate":1514888329057,"gmtModify":1704886696357,"author":{"id":"3474233350748257","authorId":"3474233350748257","name":"自己的投资自己做主","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474233350748257","authorIdStr":"3474233350748257"},"themes":[],"title":"再回到10块真的太不可能了","htmlText":"$迅雷(XNET)$再回 10很难,真到了可太好了,加仓加仓再加仓。一个有点理想的互联网+公司,终于找到这么一个突破点,而且能较快的带来收入和现金流,形成一个非常有价值的网络,给人以未来无限的想象,我觉得这是特么陈磊激动地睡不着的百年难遇的机会。多少互联网+死在只有概念(烧钱)没有收入(现金流)上!哥作为半个资深IT(已经从业20年)太有感悟了......","listText":"$迅雷(XNET)$再回 10很难,真到了可太好了,加仓加仓再加仓。一个有点理想的互联网+公司,终于找到这么一个突破点,而且能较快的带来收入和现金流,形成一个非常有价值的网络,给人以未来无限的想象,我觉得这是特么陈磊激动地睡不着的百年难遇的机会。多少互联网+死在只有概念(烧钱)没有收入(现金流)上!哥作为半个资深IT(已经从业20年)太有感悟了......","text":"$迅雷(XNET)$再回 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