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西玛眼科
2021-10-29
这篇文章不错,转发给大家看
三只最值得买的AI股:Nvidia、Palantir和Salesforce
西玛眼科
2021-09-23
这篇文章不错,转发给大家看
@美股投资网:本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。上周我们为大家介绍的4家新股IPO公司:要与星巴克竞争的BROS从上市第一天到现在涨幅70%,医疗系统DH从上市第一天到现在涨幅18%,咨询公司TWKS从上市第一天到现在涨幅21.5%,瑞士鞋商ONON从上市第一天到现在涨幅12%。本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。其中 我们关注 餐馆支付软硬件 $Toast, Inc.(TOST)$ ,珠宝商 $Brilliant Earth Group, Inc.(BRLT)$ ,客户关系管理软件 $ENGAGESMART, INC.(ESMT)$, 国际转账 $Remitly Global, Inc.(RELY)$ , 客户管理系统$Freshworks(FRSH)$ ,我们最看好 TOST 和 RELY , 其次是 ESMT。我们需要取决于开盘价再决定是否介入哪个,好的公司开盘价可能很高。另外,我们认为一般般的新股有 KDC SOVO STER THRN。TOST我们来看第一家公司,Toast
西玛眼科
2021-03-02
这篇文章不错,转发给大家看
@荒野侦探:这5只科技股,深受花街基金经理喜爱!
西玛眼科
2021-02-10
$Castor Maritime, Inc.(CTRM)$
落袋为安
西玛眼科
2021-02-10
$Castor Maritime, Inc.(CTRM)$
to the moon
西玛眼科
2021-02-08
$Castor Maritime, Inc.(CTRM)$
keep it
西玛眼科
2021-01-28
$Castor Maritime, Inc.(CTRM)$
继续拿住
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02:22","market":"us","language":"zh","title":"三只最值得买的AI股:Nvidia、Palantir和Salesforce","url":"https://stock-news.laohu8.com/highlight/detail?id=2178865478","media":"金融界网站","summary":" .随着全球软件平台处理更多机器学习和人工智能任务,NVIDIA的数据中心GPU 销量势激增。 .Palantir的利润率扩张率表明公司平台具有令人印象深刻的定价能力。 .随着企业实现自动化,Salesforce预计年收入将在五年内翻一番以上。根据JPR的资料,它在2021年第二季度控制了83%的市场份额,而其竞争对手Advanced Micro Devices控制了剩余的17%。 Nvidia的主要资料中心产品包括A100 Tensor Core GPU 和DGX A100 AI 系统,后者将8个A100 GPU 捆绑在一起。","content":"<html><body><div><p><font face=\"楷体_GB2312,楷体\"> 要点 </font></p>\n<p><font face=\"楷体_GB2312,楷体\"> .随着全球软件平台处理更多机器学习和人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>任务,NVIDIA的数据中心GPU 销量势激增。 </font></p>\n<p><font face=\"楷体_GB2312,楷体\"> .Palantir的利润率扩张率表明公司平台具有令人印象深刻的定价能力。 </font></p>\n<p><font face=\"楷体_GB2312,楷体\"> .随着企业实现自动化,<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>预计年收入将在五年内翻一番以上。</font> </p>\n<p> 当技术专家讨论蓬勃发展的人工智能(AI)市场时,许多投资者可能会想到有知觉的<a href=\"https://laohu8.com/S/300024\">机器人</a>。然而,根据Facts and Factors资料,智慧型机器人仅代表全球人工智能市场的一小部分,预计从2021年到2026年,该市场的复合年增长率(CAGR)将达到35.6%。 </p>\n<p> 该市场的很大一部分实际上围绕演算法和软件平台展开,这些平台可以帮助公司做出资料驱动的决策、自动执行重复性任务、简化运营并降低成本。 </p>\n<p> 让我们来看看将受益于市场扩张的三只顶级AI股票。 </p>\n<p><strong> 1.NVIDIA</strong> </p>\n<p> Nvidia(NASDAQ:NVDA)是全球最大的独立GPU生产商。根据JPR的资料,它在2021年第二季度控制了83%的市场份额,而其竞争对手Advanced Micro Devices控制了剩余的17%。 </p>\n<p> Nvidia的独立GPU通常与高端PC 游戏相关联,但它也为资料中心销售高端GPU,这些GPU比独立CPU更有效地处理AI和机器学习任务。 </p>\n<p> Nvidia的主要资料中心产品包括A100 Tensor Core GPU 和DGX A100 AI 系统,后者将8个A100 GPU 捆绑在一起。公共云领导者包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和Alphabet的Google,目前都使用NVIDIA的A100 GPU,为他们的一些人工智能服务提供动力。 </p>\n<p> NVIDIA去年4月还收购了数据中心网路设备制造商Mellanox,以进一步加强核心业务。NVIDIA的数据中心收入在202 财年(截至1月底)猛增124%至67亿美元,占其收入的40%。公司总收入增长53%,达到167亿美元。 </p>\n<p> 分析师预计NVIDIA今年收入和盈利将分别增长54%和65%,因为它销售了更多的游戏和数据中心GPU。由于持续的晶片短缺,以及对Arm Holdings的延迟收购,它面临一些近期不利因素,但公司股票的预期市盈率为47倍,其估值仍然合理。 </p>\n<p><strong> 2.Palantir</strong> </p>\n<p> Palantir(NYSE:PLTR)是一家资料采矿和分析公司,经营两个主要平台:Gotham 面向政府机构和Foundry 面向大型企业客户。 </p>\n<p> Palantir的平台从不同来源收集资料,使用AI演算法对以进行处理,并帮助组织做出明智的决策。美国军方使用Gotham 计画任务,而中央情报局(Palantir 最早的投资者之一)则使用它来收集情报。Palantir利用这种稳固的声誉,将BP和Rio Tinto等大型企业客户吸引到公司Foundry平台。 </p>\n<p> Palantir在2020年收入增长47%,达到11亿美元,并且预计从2021年到2025年,其收入每年至少增长30%。这一雄心勃勃的预测表明,它将在2025年产生超过40亿美元收入。Palantir尚未录盈利,但公司经调整毛利率和营业利润率正在扩大,这表明公司平台仍然具有令人印象深刻的定价能力。 </p>\n<p> Palantir的股票以今年市销率37倍进行交易,并不便宜,但公司雄心勃勃的增长目标,以及成为“美国政府所有数据的最终预设作业系统”的目标,使它成为<a href=\"https://laohu8.com/S/300785\">值得买</a>入顶级AI股票。 </p>\n<p><strong> 3.Salesforce</strong> </p>\n<p> Salesforce(NYSE:CRM)是全球最大以云为基础的客户关系管理(CRM)服务供应商。它还提供以云为主电子商务、行销和分析服务。 </p>\n<p> Salesforce服务可帮助公司更有效地管理销售团队和客户关系、自动执行任务并减少对现场员工的总体依赖。它将所有这些平台与资料视觉化平台Tableau、新收购的企业通信平台Slack 和人工智慧驱动的Einstein assistant结合在一起。 </p>\n<p> Salesforce在2021财年(截至今年1月底止)收入增长24%,达到212.5亿美元,预计到了2026财年,公司年收入将增加一倍以上,至超过500亿美元。该公司预计,所有五个主要终端市场的长期扩张将推动这一增长,包括销售、服务、行销和商务、平台、分析和集成。 </p>\n<p> 对于一只市盈率为59倍、今年市销率不足10倍的股票来说,这是一个令人印象深刻的预测。对Salesforce以277亿美元收购Slack的一些担忧,最近一直在压低该股票的估值,但它仍然准备好从对以云为基础的CRM服务,和其他人工智慧驱动的资料处理工具的需求有不断增长,而从中获利。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三只最值得买的AI股:Nvidia、Palantir和Salesforce</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三只最值得买的AI股:Nvidia、Palantir和Salesforce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 02:22 北京时间 <a href=http://usstock.jrj.com.cn/2021/10/26022233750708.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>要点 \n .随着全球软件平台处理更多机器学习和人工智能任务,NVIDIA的数据中心GPU 销量势激增。 \n .Palantir的利润率扩张率表明公司平台具有令人印象深刻的定价能力。 \n .随着企业实现自动化,Salesforce预计年收入将在五年内翻一番以上。 \n 当技术专家讨论蓬勃发展的人工智能(AI)市场时,许多投资者可能会想到有知觉的机器人。然而,根据Facts and ...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2021/10/26022233750708.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d144a6f2277c7ed90226eb8331e6d7d4","relate_stocks":{"300785":"值得买","CRM":"赛富时","NVDA":"英伟达"},"source_url":"http://usstock.jrj.com.cn/2021/10/26022233750708.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178865478","content_text":"要点 \n .随着全球软件平台处理更多机器学习和人工智能任务,NVIDIA的数据中心GPU 销量势激增。 \n .Palantir的利润率扩张率表明公司平台具有令人印象深刻的定价能力。 \n .随着企业实现自动化,Salesforce预计年收入将在五年内翻一番以上。 \n 当技术专家讨论蓬勃发展的人工智能(AI)市场时,许多投资者可能会想到有知觉的机器人。然而,根据Facts and Factors资料,智慧型机器人仅代表全球人工智能市场的一小部分,预计从2021年到2026年,该市场的复合年增长率(CAGR)将达到35.6%。 \n 该市场的很大一部分实际上围绕演算法和软件平台展开,这些平台可以帮助公司做出资料驱动的决策、自动执行重复性任务、简化运营并降低成本。 \n 让我们来看看将受益于市场扩张的三只顶级AI股票。 \n 1.NVIDIA \n Nvidia(NASDAQ:NVDA)是全球最大的独立GPU生产商。根据JPR的资料,它在2021年第二季度控制了83%的市场份额,而其竞争对手Advanced Micro Devices控制了剩余的17%。 \n Nvidia的独立GPU通常与高端PC 游戏相关联,但它也为资料中心销售高端GPU,这些GPU比独立CPU更有效地处理AI和机器学习任务。 \n Nvidia的主要资料中心产品包括A100 Tensor Core GPU 和DGX A100 AI 系统,后者将8个A100 GPU 捆绑在一起。公共云领导者包括亚马逊、微软和Alphabet的Google,目前都使用NVIDIA的A100 GPU,为他们的一些人工智能服务提供动力。 \n NVIDIA去年4月还收购了数据中心网路设备制造商Mellanox,以进一步加强核心业务。NVIDIA的数据中心收入在202 财年(截至1月底)猛增124%至67亿美元,占其收入的40%。公司总收入增长53%,达到167亿美元。 \n 分析师预计NVIDIA今年收入和盈利将分别增长54%和65%,因为它销售了更多的游戏和数据中心GPU。由于持续的晶片短缺,以及对Arm Holdings的延迟收购,它面临一些近期不利因素,但公司股票的预期市盈率为47倍,其估值仍然合理。 \n 2.Palantir \n Palantir(NYSE:PLTR)是一家资料采矿和分析公司,经营两个主要平台:Gotham 面向政府机构和Foundry 面向大型企业客户。 \n Palantir的平台从不同来源收集资料,使用AI演算法对以进行处理,并帮助组织做出明智的决策。美国军方使用Gotham 计画任务,而中央情报局(Palantir 最早的投资者之一)则使用它来收集情报。Palantir利用这种稳固的声誉,将BP和Rio Tinto等大型企业客户吸引到公司Foundry平台。 \n Palantir在2020年收入增长47%,达到11亿美元,并且预计从2021年到2025年,其收入每年至少增长30%。这一雄心勃勃的预测表明,它将在2025年产生超过40亿美元收入。Palantir尚未录盈利,但公司经调整毛利率和营业利润率正在扩大,这表明公司平台仍然具有令人印象深刻的定价能力。 \n Palantir的股票以今年市销率37倍进行交易,并不便宜,但公司雄心勃勃的增长目标,以及成为“美国政府所有数据的最终预设作业系统”的目标,使它成为值得买入顶级AI股票。 \n 3.Salesforce \n Salesforce(NYSE:CRM)是全球最大以云为基础的客户关系管理(CRM)服务供应商。它还提供以云为主电子商务、行销和分析服务。 \n Salesforce服务可帮助公司更有效地管理销售团队和客户关系、自动执行任务并减少对现场员工的总体依赖。它将所有这些平台与资料视觉化平台Tableau、新收购的企业通信平台Slack 和人工智慧驱动的Einstein assistant结合在一起。 \n Salesforce在2021财年(截至今年1月底止)收入增长24%,达到212.5亿美元,预计到了2026财年,公司年收入将增加一倍以上,至超过500亿美元。该公司预计,所有五个主要终端市场的长期扩张将推动这一增长,包括销售、服务、行销和商务、平台、分析和集成。 \n 对于一只市盈率为59倍、今年市销率不足10倍的股票来说,这是一个令人印象深刻的预测。对Salesforce以277亿美元收购Slack的一些担忧,最近一直在压低该股票的估值,但它仍然准备好从对以云为基础的CRM服务,和其他人工智慧驱动的资料处理工具的需求有不断增长,而从中获利。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863653514,"gmtCreate":1632388942338,"gmtModify":1632388942338,"author":{"id":"3475803576417143","authorId":"3475803576417143","name":"西玛眼科","avatar":"https://static.tigerbbs.com/719be66bab58eca1aa364e9ff652c3c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475803576417143","authorIdStr":"3475803576417143"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863653514","repostId":"863358649","repostType":1,"repost":{"id":863358649,"gmtCreate":1632360401681,"gmtModify":1632370860293,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478213283465426","authorIdStr":"3478213283465426"},"themes":[],"title":"本周最值得关注的5家软硬件SaaS新股 TOST FRSH ESMT RELY BRLT","htmlText":"\n \n \n 本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。上周我们为大家介绍的4家新股IPO公司:要与星巴克竞争的BROS从上市第一天到现在涨幅70%,医疗系统DH从上市第一天到现在涨幅18%,咨询公司TWKS从上市第一天到现在涨幅21.5%,瑞士鞋商ONON从上市第一天到现在涨幅12%。本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。其中 我们关注 餐馆支付软硬件 <a target=\"_blank\" href=\"https://laohu8.com/S/TOST\">$Toast, Inc.(TOST)$</a> ,珠宝商 <a target=\"_blank\" href=\"https://laohu8.com/S/BRLT\">$Brilliant Earth Group, Inc.(BRLT)$</a> ,客户关系管理软件 <a target=\"_blank\" href=\"https://laohu8.com/S/ESMT\">$ENGAGESMART, INC.(ESMT)$</a>, 国际转账 <a target=\"_blank\" href=\"https://laohu8.com/S/RELY\">$Remitly Global, Inc.(RELY)$</a> , 客户管理系统<a target=\"_blank\" href=\"https://laohu8.com/S/FRSH\">$Freshworks(FRSH)$</a> ,我们最看好 TOST 和 RELY , 其次是 ESMT。我们需要取决于开盘价再决定是否介入哪个,好的公司开盘价可能很高。另外,我们认为一般般的新股有 KDC SOVO STER THRN。TOST我们来看第一家公司,Toast\n \n","listText":"本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。上周我们为大家介绍的4家新股IPO公司:要与星巴克竞争的BROS从上市第一天到现在涨幅70%,医疗系统DH从上市第一天到现在涨幅18%,咨询公司TWKS从上市第一天到现在涨幅21.5%,瑞士鞋商ONON从上市第一天到现在涨幅12%。本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。其中 我们关注 餐馆支付软硬件 <a target=\"_blank\" href=\"https://laohu8.com/S/TOST\">$Toast, Inc.(TOST)$</a> ,珠宝商 <a target=\"_blank\" href=\"https://laohu8.com/S/BRLT\">$Brilliant Earth Group, Inc.(BRLT)$</a> ,客户关系管理软件 <a target=\"_blank\" href=\"https://laohu8.com/S/ESMT\">$ENGAGESMART, INC.(ESMT)$</a>, 国际转账 <a target=\"_blank\" href=\"https://laohu8.com/S/RELY\">$Remitly Global, Inc.(RELY)$</a> , 客户管理系统<a target=\"_blank\" href=\"https://laohu8.com/S/FRSH\">$Freshworks(FRSH)$</a> ,我们最看好 TOST 和 RELY , 其次是 ESMT。我们需要取决于开盘价再决定是否介入哪个,好的公司开盘价可能很高。另外,我们认为一般般的新股有 KDC SOVO STER THRN。TOST我们来看第一家公司,Toast","text":"本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。上周我们为大家介绍的4家新股IPO公司:要与星巴克竞争的BROS从上市第一天到现在涨幅70%,医疗系统DH从上市第一天到现在涨幅18%,咨询公司TWKS从上市第一天到现在涨幅21.5%,瑞士鞋商ONON从上市第一天到现在涨幅12%。本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。其中 我们关注 餐馆支付软硬件 $Toast, Inc.(TOST)$ ,珠宝商 $Brilliant Earth Group, Inc.(BRLT)$ ,客户关系管理软件 $ENGAGESMART, INC.(ESMT)$, 国际转账 $Remitly Global, Inc.(RELY)$ , 客户管理系统$Freshworks(FRSH)$ ,我们最看好 TOST 和 RELY , 其次是 ESMT。我们需要取决于开盘价再决定是否介入哪个,好的公司开盘价可能很高。另外,我们认为一般般的新股有 KDC SOVO STER THRN。TOST我们来看第一家公司,Toast","images":[{"img":"https://static.tigerbbs.com/c5e3247893ac801c155ff7b211b0e908","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863358649","isVote":1,"tweetType":2,"object":{"id":"5146cf8fb65b4dd7a00c6babfa3fe080","tweetId":"863358649","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/c866d5503701925924870880486/v.f30.mp4","poster":"https://static.tigerbbs.com/c5e3247893ac801c155ff7b211b0e908"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":38,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365198808,"gmtCreate":1614700190104,"gmtModify":1703480134283,"author":{"id":"3475803576417143","authorId":"3475803576417143","name":"西玛眼科","avatar":"https://static.tigerbbs.com/719be66bab58eca1aa364e9ff652c3c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475803576417143","authorIdStr":"3475803576417143"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365198808","repostId":"365042519","repostType":1,"repost":{"id":365042519,"gmtCreate":1614684145028,"gmtModify":1703479812889,"author":{"id":"3480300888703096","authorId":"3480300888703096","name":"荒野侦探","avatar":"https://static.tigerbbs.com/676ca151c5979a45c1864347e2da198a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480300888703096","authorIdStr":"3480300888703096"},"themes":[],"title":"这5只科技股,深受花街基金经理喜爱!","htmlText":"又到了13F提交截止日。13F可以让我们详细了解花街最聪明、最成功的基金经理们,在最近一个季度末持有的资产。 在仔细研究了他们的许多举动之后,有一个趋势引人注目:他们对科技股非常重视。特别是,这五支科技股他们买到停不下来。 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 自从数据挖掘公司Palantir在第三季度末DPO成为一家上市公司,13F文件PLTR持仓飙升也就不足为奇了。据WhaleWisdom.com的数据,截至今年年底,与9月30日相比,持有Palantir的基金总数增加了137%,总持有量跃升82%,至3.281亿股。我们看到贝莱德(BlackRock)和海纳国际(Susquehanna International)分别买入405万股和394万股Palantir。 Palantir的销售额在2020年增长了47%,达到约11亿美元,预计第一季度将比去年同期增长45%。Palantir公司在Gotham平台上赢得的大型军事/政府合同是其表现优异的关键。 Palantir能否保持如此高的估值,还有待观察。即使它的销售额在2021年增长40%,其PS仍接近24倍。Palantir面向企业的分析平台(Foundry)的运营表现可能会在2021年成为公司的支柱或绊脚石。 <a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a> 掌管着亿万资金的基金经理们,并不害怕疯狂的投资,只要增长前景值得。边缘云服务提供商<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a> 是第四季度最受青睐的大公司,从2020年第三季度开始,13F文件的总所有权增加了","listText":"又到了13F提交截止日。13F可以让我们详细了解花街最聪明、最成功的基金经理们,在最近一个季度末持有的资产。 在仔细研究了他们的许多举动之后,有一个趋势引人注目:他们对科技股非常重视。特别是,这五支科技股他们买到停不下来。 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 自从数据挖掘公司Palantir在第三季度末DPO成为一家上市公司,13F文件PLTR持仓飙升也就不足为奇了。据WhaleWisdom.com的数据,截至今年年底,与9月30日相比,持有Palantir的基金总数增加了137%,总持有量跃升82%,至3.281亿股。我们看到贝莱德(BlackRock)和海纳国际(Susquehanna International)分别买入405万股和394万股Palantir。 Palantir的销售额在2020年增长了47%,达到约11亿美元,预计第一季度将比去年同期增长45%。Palantir公司在Gotham平台上赢得的大型军事/政府合同是其表现优异的关键。 Palantir能否保持如此高的估值,还有待观察。即使它的销售额在2021年增长40%,其PS仍接近24倍。Palantir面向企业的分析平台(Foundry)的运营表现可能会在2021年成为公司的支柱或绊脚石。 <a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a> 掌管着亿万资金的基金经理们,并不害怕疯狂的投资,只要增长前景值得。边缘云服务提供商<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a> 是第四季度最受青睐的大公司,从2020年第三季度开始,13F文件的总所有权增加了","text":"又到了13F提交截止日。13F可以让我们详细了解花街最聪明、最成功的基金经理们,在最近一个季度末持有的资产。 在仔细研究了他们的许多举动之后,有一个趋势引人注目:他们对科技股非常重视。特别是,这五支科技股他们买到停不下来。 $Palantir Technologies Inc.(PLTR)$ 自从数据挖掘公司Palantir在第三季度末DPO成为一家上市公司,13F文件PLTR持仓飙升也就不足为奇了。据WhaleWisdom.com的数据,截至今年年底,与9月30日相比,持有Palantir的基金总数增加了137%,总持有量跃升82%,至3.281亿股。我们看到贝莱德(BlackRock)和海纳国际(Susquehanna International)分别买入405万股和394万股Palantir。 Palantir的销售额在2020年增长了47%,达到约11亿美元,预计第一季度将比去年同期增长45%。Palantir公司在Gotham平台上赢得的大型军事/政府合同是其表现优异的关键。 Palantir能否保持如此高的估值,还有待观察。即使它的销售额在2021年增长40%,其PS仍接近24倍。Palantir面向企业的分析平台(Foundry)的运营表现可能会在2021年成为公司的支柱或绊脚石。 $Fastly, Inc.(FSLY)$ 掌管着亿万资金的基金经理们,并不害怕疯狂的投资,只要增长前景值得。边缘云服务提供商$Fastly, Inc.(FSLY)$ 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TOST FRSH ESMT RELY BRLT","htmlText":"\n \n \n 本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。上周我们为大家介绍的4家新股IPO公司:要与星巴克竞争的BROS从上市第一天到现在涨幅70%,医疗系统DH从上市第一天到现在涨幅18%,咨询公司TWKS从上市第一天到现在涨幅21.5%,瑞士鞋商ONON从上市第一天到现在涨幅12%。本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。其中 我们关注 餐馆支付软硬件 <a target=\"_blank\" href=\"https://laohu8.com/S/TOST\">$Toast, Inc.(TOST)$</a> ,珠宝商 <a target=\"_blank\" href=\"https://laohu8.com/S/BRLT\">$Brilliant Earth Group, Inc.(BRLT)$</a> ,客户关系管理软件 <a target=\"_blank\" href=\"https://laohu8.com/S/ESMT\">$ENGAGESMART, INC.(ESMT)$</a>, 国际转账 <a target=\"_blank\" href=\"https://laohu8.com/S/RELY\">$Remitly Global, Inc.(RELY)$</a> , 客户管理系统<a target=\"_blank\" href=\"https://laohu8.com/S/FRSH\">$Freshworks(FRSH)$</a> ,我们最看好 TOST 和 RELY , 其次是 ESMT。我们需要取决于开盘价再决定是否介入哪个,好的公司开盘价可能很高。另外,我们认为一般般的新股有 KDC SOVO STER THRN。TOST我们来看第一家公司,Toast\n \n","listText":"本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。上周我们为大家介绍的4家新股IPO公司:要与星巴克竞争的BROS从上市第一天到现在涨幅70%,医疗系统DH从上市第一天到现在涨幅18%,咨询公司TWKS从上市第一天到现在涨幅21.5%,瑞士鞋商ONON从上市第一天到现在涨幅12%。本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。其中 我们关注 餐馆支付软硬件 <a target=\"_blank\" href=\"https://laohu8.com/S/TOST\">$Toast, Inc.(TOST)$</a> ,珠宝商 <a target=\"_blank\" href=\"https://laohu8.com/S/BRLT\">$Brilliant Earth Group, Inc.(BRLT)$</a> ,客户关系管理软件 <a target=\"_blank\" href=\"https://laohu8.com/S/ESMT\">$ENGAGESMART, INC.(ESMT)$</a>, 国际转账 <a target=\"_blank\" href=\"https://laohu8.com/S/RELY\">$Remitly Global, Inc.(RELY)$</a> , 客户管理系统<a target=\"_blank\" href=\"https://laohu8.com/S/FRSH\">$Freshworks(FRSH)$</a> ,我们最看好 TOST 和 RELY , 其次是 ESMT。我们需要取决于开盘价再决定是否介入哪个,好的公司开盘价可能很高。另外,我们认为一般般的新股有 KDC SOVO STER THRN。TOST我们来看第一家公司,Toast","text":"本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。上周我们为大家介绍的4家新股IPO公司:要与星巴克竞争的BROS从上市第一天到现在涨幅70%,医疗系统DH从上市第一天到现在涨幅18%,咨询公司TWKS从上市第一天到现在涨幅21.5%,瑞士鞋商ONON从上市第一天到现在涨幅12%。本周有12家公司IPO上市,我们精选出5家公司给大家深入分析,让你对公司有个全面的了解。其中 我们关注 餐馆支付软硬件 $Toast, Inc.(TOST)$ ,珠宝商 $Brilliant Earth Group, Inc.(BRLT)$ ,客户关系管理软件 $ENGAGESMART, INC.(ESMT)$, 国际转账 $Remitly Global, Inc.(RELY)$ , 客户管理系统$Freshworks(FRSH)$ ,我们最看好 TOST 和 RELY , 其次是 ESMT。我们需要取决于开盘价再决定是否介入哪个,好的公司开盘价可能很高。另外,我们认为一般般的新股有 KDC SOVO STER THRN。TOST我们来看第一家公司,Toast","images":[{"img":"https://static.tigerbbs.com/c5e3247893ac801c155ff7b211b0e908","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863358649","isVote":1,"tweetType":2,"object":{"id":"5146cf8fb65b4dd7a00c6babfa3fe080","tweetId":"863358649","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/c866d5503701925924870880486/v.f30.mp4","poster":"https://static.tigerbbs.com/c5e3247893ac801c155ff7b211b0e908"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":38,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365198808,"gmtCreate":1614700190104,"gmtModify":1703480134283,"author":{"id":"3475803576417143","authorId":"3475803576417143","name":"西玛眼科","avatar":"https://static.tigerbbs.com/719be66bab58eca1aa364e9ff652c3c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475803576417143","authorIdStr":"3475803576417143"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365198808","repostId":"365042519","repostType":1,"repost":{"id":365042519,"gmtCreate":1614684145028,"gmtModify":1703479812889,"author":{"id":"3480300888703096","authorId":"3480300888703096","name":"荒野侦探","avatar":"https://static.tigerbbs.com/676ca151c5979a45c1864347e2da198a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480300888703096","authorIdStr":"3480300888703096"},"themes":[],"title":"这5只科技股,深受花街基金经理喜爱!","htmlText":"又到了13F提交截止日。13F可以让我们详细了解花街最聪明、最成功的基金经理们,在最近一个季度末持有的资产。 在仔细研究了他们的许多举动之后,有一个趋势引人注目:他们对科技股非常重视。特别是,这五支科技股他们买到停不下来。 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 自从数据挖掘公司Palantir在第三季度末DPO成为一家上市公司,13F文件PLTR持仓飙升也就不足为奇了。据WhaleWisdom.com的数据,截至今年年底,与9月30日相比,持有Palantir的基金总数增加了137%,总持有量跃升82%,至3.281亿股。我们看到贝莱德(BlackRock)和海纳国际(Susquehanna International)分别买入405万股和394万股Palantir。 Palantir的销售额在2020年增长了47%,达到约11亿美元,预计第一季度将比去年同期增长45%。Palantir公司在Gotham平台上赢得的大型军事/政府合同是其表现优异的关键。 Palantir能否保持如此高的估值,还有待观察。即使它的销售额在2021年增长40%,其PS仍接近24倍。Palantir面向企业的分析平台(Foundry)的运营表现可能会在2021年成为公司的支柱或绊脚石。 <a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a> 掌管着亿万资金的基金经理们,并不害怕疯狂的投资,只要增长前景值得。边缘云服务提供商<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a> 是第四季度最受青睐的大公司,从2020年第三季度开始,13F文件的总所有权增加了","listText":"又到了13F提交截止日。13F可以让我们详细了解花街最聪明、最成功的基金经理们,在最近一个季度末持有的资产。 在仔细研究了他们的许多举动之后,有一个趋势引人注目:他们对科技股非常重视。特别是,这五支科技股他们买到停不下来。 <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 自从数据挖掘公司Palantir在第三季度末DPO成为一家上市公司,13F文件PLTR持仓飙升也就不足为奇了。据WhaleWisdom.com的数据,截至今年年底,与9月30日相比,持有Palantir的基金总数增加了137%,总持有量跃升82%,至3.281亿股。我们看到贝莱德(BlackRock)和海纳国际(Susquehanna International)分别买入405万股和394万股Palantir。 Palantir的销售额在2020年增长了47%,达到约11亿美元,预计第一季度将比去年同期增长45%。Palantir公司在Gotham平台上赢得的大型军事/政府合同是其表现优异的关键。 Palantir能否保持如此高的估值,还有待观察。即使它的销售额在2021年增长40%,其PS仍接近24倍。Palantir面向企业的分析平台(Foundry)的运营表现可能会在2021年成为公司的支柱或绊脚石。 <a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a> 掌管着亿万资金的基金经理们,并不害怕疯狂的投资,只要增长前景值得。边缘云服务提供商<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a> 是第四季度最受青睐的大公司,从2020年第三季度开始,13F文件的总所有权增加了","text":"又到了13F提交截止日。13F可以让我们详细了解花街最聪明、最成功的基金经理们,在最近一个季度末持有的资产。 在仔细研究了他们的许多举动之后,有一个趋势引人注目:他们对科技股非常重视。特别是,这五支科技股他们买到停不下来。 $Palantir Technologies Inc.(PLTR)$ 自从数据挖掘公司Palantir在第三季度末DPO成为一家上市公司,13F文件PLTR持仓飙升也就不足为奇了。据WhaleWisdom.com的数据,截至今年年底,与9月30日相比,持有Palantir的基金总数增加了137%,总持有量跃升82%,至3.281亿股。我们看到贝莱德(BlackRock)和海纳国际(Susquehanna International)分别买入405万股和394万股Palantir。 Palantir的销售额在2020年增长了47%,达到约11亿美元,预计第一季度将比去年同期增长45%。Palantir公司在Gotham平台上赢得的大型军事/政府合同是其表现优异的关键。 Palantir能否保持如此高的估值,还有待观察。即使它的销售额在2021年增长40%,其PS仍接近24倍。Palantir面向企业的分析平台(Foundry)的运营表现可能会在2021年成为公司的支柱或绊脚石。 $Fastly, Inc.(FSLY)$ 掌管着亿万资金的基金经理们,并不害怕疯狂的投资,只要增长前景值得。边缘云服务提供商$Fastly, Inc.(FSLY)$ 是第四季度最受青睐的大公司,从2020年第三季度开始,13F文件的总所有权增加了","images":[{"img":"https://static.tigerbbs.com/edadec6d77982414db08bf2946f2c915","width":"700","height":"290"},{"img":"https://static.tigerbbs.com/76d986747c035f4453ccfa08abef18e7","width":"2404","height":"1301"},{"img":"https://static.tigerbbs.com/2153daccf3f83821379547d1e30e2891","width":"1500","height":"1000"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365042519","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}