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直觉投资人
2019-04-12
$Visa(V)$ Visa是什么样的公司? 这是Visa财报的第一句话:「Visa是一家全球支付科技公司。」比起最近流行的区块链公司,Visa才是货真价实的数字货币,所以公司总部是在美国的科技心脏硅谷而非金融中心纽约。 Visa的护城河 不管一家公司目前的获利能力如何,如果没有宽广的护城河保护,在好的荣景迟早要消失,尤其是在支付这个蓬勃发展没有国界之分且群雄并起的产业。就Visa在这领域的科技不说,他去年付了45亿美金的提成给全球帮他发卡的银行就够令人瞠目了。 Visa在上市之前被称为「国际机构」,背后的股东是全球所有发Visa卡的银行所组成,当持卡人在世界各地消费所产生的利益,Visa把他重新分配回给各银行,很像个全球金融黑帮,而Visa是中间人的角色。虽然Visa上市后股东已经不再只是全球的银行,但目前这种提成的利益分配方式,其实是延续之前的模式。要打败Visa并非不可能,但并不容易,因为必须先跨过由全球银行所构成的护城河。
直觉投资人
2019-07-16
$Roku Inc(ROKU)$
Roku开发了一个流媒体平台,提供一流的用户体验。 Roku平台的核心是其专有的操作系统——Roku OS,从头开始构建。 Roku被认可为流媒体创新领导者,由于其丰富的内容选择,易用性和价值,越来越多的客户群体选择Roku流媒体设备。Roku目前是美国家庭中最热门的机顶盒,也是用户观看Netflix和Hulu等平台长视频的主要途径之一。ROKU将用户与他们喜欢的视频内容联系起来,使内容出版商获得大量观众并中盈利,同时也为大量广告商吸引来了消费者。
直觉投资人
2020-04-15
$Moderna, Inc.(MRNA)$
从 2010 创立,到 2011 年正式运行,再到 2018 年上市,短短几年间,Moderna 再造了基因泰克般的传奇故事。它的诞生,成为了生物技术企业发展的时代标志,在美股断崖式跌宕的当下,Moderna 也有 “逆袭式” 的涨幅表现。希望它的故事,能为大家带来启发与思考。
直觉投资人
2020-05-22
$Shopify Inc(SHOP)$
许多自品牌商家需要一个平台帮助他们轻松建立自己的零售业务,Shopify应运而生。从创立时的5人小团队,到如今,已发展成在北美拥有5个办公室4000多人的国际一流团队;Shopify一直致力于为每个拥有跨境“店”商梦想的人,创造更好的商业环境,不断收获丰厚的国际市场实战经验与资源,并洞悉海外市场发展与运作,才得以让Shopify享有今日的国际地位; 现在,我们更是成立了中国团队,为中国各种商户、零售贸易企业提供了一座跨境海外市场的桥梁。我们全方位、点对点针对性赋能不同“店”商,以国际实力协助他们将生意业务拓展至全球,并在瞬息万变的世界市场形成良性购物循环,帮助赢得客户对他们产品的喜爱与品牌忠诚度。
直觉投资人
2020-12-10
$C3.ai, Inc.(AI)$
目前,C3.ai人工智能软件公司的客户包括荷兰皇家壳牌公司、美国空军、美国国防部、3M、AstraZeneca、Baker Hughes、ConEdison、Koch、Raytheon Industries。其董事会成员包括美国前国务卿Condoleeza Rice和苹果公司(AAPL.US)总法律顾问Bruce Sewell。
直觉投资人
2019-12-04
$怪物饮料(MNST)$
怪兽饮料公司Monster Beverage Corporation(NASDAQ:MNST)创立于1935年,前称Hansen Natural Corporation,于2012年1月改为现用名,总部位于美国加州Corona,全职雇员1,500人,是一家饮料公司,产品包括:碳酸饮料、非碳酸饮料、机能性饮料、即饮冰茶、苏打水、汽泡水、果汁、水果鸡尾酒、椰子水、即饮柠檬水、即饮柠檬茶、冲泡式饮品、益生菌粉等。
直觉投资人
2022-04-06
$特斯拉(TSLA)$
阴包阳,不乐观了
直觉投资人
2021-03-11
$Celsius Holdings, Inc.(CELH)$
就这个业绩这几天也敢冲这么高
直觉投资人
2021-01-07
$佩恩国民博彩(PENN)$
打个卡
直觉投资人
2021-02-24
$Square, Inc(SQ)$
原来是李鬼
直觉投资人
2021-01-12
$fuboTV Inc.(FUBO)$
估计开盘半小时就蔫了
直觉投资人
2019-02-13
$ServiceNow(NOW)$ ServiceNow, Inc.(NYSE:NOW)创立于2003年,前称Service-now.com,于2012年5月改为现用名,总部位于美国加州Santa Clara,全职雇员7661人,是一家PaaS(platform-as-a-service)公司,提供企业服务管理软件。ServiceNow是一家云计算平台的商业软件公司,提供自动化企业IT技术,其服务包括在其平台上自动化工作流程和整合相关业务流程构建之应用程 序套件,ServiceNow公司主要服务美国本土客户。
直觉投资人
2021-11-03
$Freshworks(FRSH)$
大崩溃
直觉投资人
2020-06-19
$CrowdStrike Holdings, Inc.(CRWD)$
[微笑]
直觉投资人
12-07
$Astera Labs, Inc.(ALAB)$
Astera Labs, Inc.的主要客户包括: • 芯片巨头:英伟达、AMD、英特尔,其pcie retimers等产品被这些公司广泛采用,如英伟达的DGX server中就使用了Astera Labs的pcie gen 5 retimers. • 科技巨头:微软、谷歌、亚马逊等,Astera Labs为其提供数据中心等领域的半导体连接解决方案,助力优化数据传输和处理性能.
直觉投资人
2021-01-25
$Illumina(ILMN)$
[财迷] [财迷] [财迷]
直觉投资人
2020-06-19
$Cloudflare, Inc.(NET)$
好股
直觉投资人
2018-09-01
$洛克希德马丁(LMT)$ 战争之王
直觉投资人
2023-01-05
$波音(BA)$
最近这么强势?
直觉投资人
2022-04-29
$哔哩哔哩(BILI)$
开盘估计就要泄
去老虎APP查看更多动态
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Sewell。","listText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a>目前,C3.ai人工智能软件公司的客户包括荷兰皇家壳牌公司、美国空军、美国国防部、3M、AstraZeneca、Baker Hughes、ConEdison、Koch、Raytheon Industries。其董事会成员包括美国前国务卿Condoleeza Rice和苹果公司(AAPL.US)总法律顾问Bruce Sewell。","text":"$C3.ai, Inc.(AI)$目前,C3.ai人工智能软件公司的客户包括荷兰皇家壳牌公司、美国空军、美国国防部、3M、AstraZeneca、Baker Hughes、ConEdison、Koch、Raytheon Industries。其董事会成员包括美国前国务卿Condoleeza Rice和苹果公司(AAPL.US)总法律顾问Bruce 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