+关注
Huarui
Follow 股票期权,专注科技股基本面
IP属地:未知
7
关注
7
粉丝
0
主题
0
勋章
主贴
热门
Huarui
2019-04-17
理性看待是否入场Jumia
$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。
理性看待是否入场Jumia
Huarui
2018-12-18
$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天
Huarui
2018-12-14
$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580
Huarui
2018-12-26
$Amazon.com(AMZN)$ 继续空到1300
Huarui
2018-12-04
$Amazon.com(AMZN)$ 感觉可以空了
Huarui
2019-04-01
$Amazon.com(AMZN)$ 今晚高点开始空
Huarui
2019-01-03
$Amazon.com(AMZN)$ 本周五空到1500
Huarui
2018-10-23
$ALIBABA GROUP HOLDING-SP ADR(BABA)$ 周五前看空到130-140
Huarui
2019-04-17
$Jumia Technologies AG(JMIA)$ 感觉帖子要被淹没了,看benchmarking的可以看下
@Huarui:理性看待是否入场Jumia
Huarui
2019-04-17
$Zoom(ZM)$ 不是今天IPO吗?
Huarui
2019-04-01
$Lyft, Inc.(LYFT)$ 为什么不能空?
Huarui
2018-12-07
$Amazon.com(AMZN)$ 今晚看到1650
Huarui
2018-12-15
$Amazon.com(AMZN)$ 有点准...
@Huarui:$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580
Huarui
2018-10-22
$Tencent(00700)$ 看到跌下来我就放心了...
Huarui
2019-04-17
再等一等
@Huarui:理性看待是否入场Jumia
Huarui
2019-03-20
$Tiger Brokers(TIGR)$ 为什么停了?
Huarui
2019-01-08
$Netflix(NFLX)$ 开始空了
Huarui
2018-12-19
$Amazon.com(AMZN)$ 虽然点进早了点,方向还是看准了,价格做低一半拿到今晚收盘卖,长期继续看空
@Huarui:$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天
Huarui
2018-10-25
$Tencent(00700)$ 还好反弹的时候赶紧put了一发
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3500029881499402,"uuid":"3500029881499402","gmtCreate":1536935884294,"gmtModify":1536935884294,"name":"Huarui","pinyin":"huarui","introduction":"","introductionEn":null,"signature":"Follow 股票期权,专注科技股基本面","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":7,"headSize":7,"tweetSize":19,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.24%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.34%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":900147971,"gmtCreate":1555509721293,"gmtModify":1704798940773,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Jumia Technologies AG(JMIA)$ 感觉帖子要被淹没了,看benchmarking的可以看下","listText":"$Jumia Technologies AG(JMIA)$ 感觉帖子要被淹没了,看benchmarking的可以看下","text":"$Jumia Technologies AG(JMIA)$ 感觉帖子要被淹没了,看benchmarking的可以看下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/900147971","repostId":"900186744","repostType":1,"repost":{"id":900186744,"gmtCreate":1555505418688,"gmtModify":1704798885818,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"理性看待是否入场Jumia","htmlText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","listText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","text":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/900186744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900167034,"gmtCreate":1555507788428,"gmtModify":1704798902227,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"再等一等","listText":"再等一等","text":"再等一等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/900167034","repostId":"900186744","repostType":1,"repost":{"id":900186744,"gmtCreate":1555505418688,"gmtModify":1704798885818,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"理性看待是否入场Jumia","htmlText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","listText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","text":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/900186744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900186744,"gmtCreate":1555505418688,"gmtModify":1704798885818,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"理性看待是否入场Jumia","htmlText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","listText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","text":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":4,"repostSize":4,"link":"https://laohu8.com/post/900186744","isVote":1,"tweetType":1,"viewCount":9561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900966049,"gmtCreate":1555432341181,"gmtModify":1704798641079,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Zoom(ZM)$ 不是今天IPO吗?","listText":"$Zoom(ZM)$ 不是今天IPO吗?","text":"$Zoom(ZM)$ 不是今天IPO吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/900966049","isVote":1,"tweetType":1,"viewCount":3721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451181,"gmtCreate":1554119304780,"gmtModify":1704795903507,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 今晚高点开始空","listText":"$Amazon.com(AMZN)$ 今晚高点开始空","text":"$Amazon.com(AMZN)$ 今晚高点开始空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/451181","isVote":1,"tweetType":1,"viewCount":2820,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501550534906274","authorId":"3501550534906274","name":"明月清风不要钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"看这数据是高开低走的样子","text":"看这数据是高开低走的样子","html":"看这数据是高开低走的样子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451165,"gmtCreate":1554118497866,"gmtModify":1704795900771,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Lyft, Inc.(LYFT)$ 为什么不能空?","listText":"$Lyft, Inc.(LYFT)$ 为什么不能空?","text":"$Lyft, Inc.(LYFT)$ 为什么不能空?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/451165","isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436744,"gmtCreate":1553093303154,"gmtModify":1704794010625,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Tiger Brokers(TIGR)$ 为什么停了?","listText":"$Tiger Brokers(TIGR)$ 为什么停了?","text":"$Tiger Brokers(TIGR)$ 为什么停了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436744","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372172,"gmtCreate":1546885154990,"gmtModify":1704785971898,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Netflix(NFLX)$ 开始空了","listText":"$Netflix(NFLX)$ 开始空了","text":"$Netflix(NFLX)$ 开始空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372172","isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369775,"gmtCreate":1546526614661,"gmtModify":1704785669923,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 本周五空到1500","listText":"$Amazon.com(AMZN)$ 本周五空到1500","text":"$Amazon.com(AMZN)$ 本周五空到1500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/369775","isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364932,"gmtCreate":1545836064797,"gmtModify":1704785056951,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 继续空到1300","listText":"$Amazon.com(AMZN)$ 继续空到1300","text":"$Amazon.com(AMZN)$ 继续空到1300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/364932","isVote":1,"tweetType":1,"viewCount":1816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358693,"gmtCreate":1545156752261,"gmtModify":1704784314630,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 虽然点进早了点,方向还是看准了,价格做低一半拿到今晚收盘卖,长期继续看空","listText":"$Amazon.com(AMZN)$ 虽然点进早了点,方向还是看准了,价格做低一半拿到今晚收盘卖,长期继续看空","text":"$Amazon.com(AMZN)$ 虽然点进早了点,方向还是看准了,价格做低一半拿到今晚收盘卖,长期继续看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358693","repostId":"357500","repostType":1,"repost":{"id":357500,"gmtCreate":1545062887662,"gmtModify":1704784169373,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","listText":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","text":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","images":[{"img":"https://static.tigerbbs.com/4e11d65e27a549c6a4170fe67a04b9e6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357500","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357500,"gmtCreate":1545062887662,"gmtModify":1704784169373,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","listText":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","text":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","images":[{"img":"https://static.tigerbbs.com/4e11d65e27a549c6a4170fe67a04b9e6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/357500","isVote":1,"tweetType":1,"viewCount":3497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":356292,"gmtCreate":1544838531370,"gmtModify":1704784031786,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 有点准...","listText":"$Amazon.com(AMZN)$ 有点准...","text":"$Amazon.com(AMZN)$ 有点准...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356292","repostId":"355423","repostType":1,"repost":{"id":355423,"gmtCreate":1544778909092,"gmtModify":1704783926419,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","listText":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","text":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355423","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355423,"gmtCreate":1544778909092,"gmtModify":1704783926419,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","listText":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","text":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":3,"link":"https://laohu8.com/post/355423","isVote":1,"tweetType":1,"viewCount":2174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349575,"gmtCreate":1544196736701,"gmtModify":1704783192368,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 今晚看到1650","listText":"$Amazon.com(AMZN)$ 今晚看到1650","text":"$Amazon.com(AMZN)$ 今晚看到1650","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349575","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346517,"gmtCreate":1543936770478,"gmtModify":1704782807451,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 感觉可以空了","listText":"$Amazon.com(AMZN)$ 感觉可以空了","text":"$Amazon.com(AMZN)$ 感觉可以空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/346517","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"77861389540634","authorId":"77861389540634","name":"季风","avatar":"https://static.tigerbbs.com/68442ff49e84ad9d04ea8ecd3921185c","crmLevel":8,"crmLevelSwitch":0},"content":"动手了吗?","text":"动手了吗?","html":"动手了吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314325,"gmtCreate":1540430111131,"gmtModify":1704778673394,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Tencent(00700)$ 还好反弹的时候赶紧put了一发","listText":"$Tencent(00700)$ 还好反弹的时候赶紧put了一发","text":"$Tencent(00700)$ 还好反弹的时候赶紧put了一发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314325","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312784,"gmtCreate":1540307377548,"gmtModify":1704778481351,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$ALIBABA GROUP HOLDING-SP ADR(BABA)$ 周五前看空到130-140","listText":"$ALIBABA GROUP HOLDING-SP ADR(BABA)$ 周五前看空到130-140","text":"$ALIBABA GROUP HOLDING-SP ADR(BABA)$ 周五前看空到130-140","images":[{"img":"https://static.tigerbbs.com/987cdeead1d5b16ee80a33948a8ae4cd"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312784","isVote":1,"tweetType":1,"viewCount":3106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311033,"gmtCreate":1540188524869,"gmtModify":1704778255985,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Tencent(00700)$ 看到跌下来我就放心了...","listText":"$Tencent(00700)$ 看到跌下来我就放心了...","text":"$Tencent(00700)$ 看到跌下来我就放心了...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311033","isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":900186744,"gmtCreate":1555505418688,"gmtModify":1704798885818,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"理性看待是否入场Jumia","htmlText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","listText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","text":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":4,"repostSize":4,"link":"https://laohu8.com/post/900186744","isVote":1,"tweetType":1,"viewCount":9561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357500,"gmtCreate":1545062887662,"gmtModify":1704784169373,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","listText":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","text":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","images":[{"img":"https://static.tigerbbs.com/4e11d65e27a549c6a4170fe67a04b9e6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/357500","isVote":1,"tweetType":1,"viewCount":3497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":355423,"gmtCreate":1544778909092,"gmtModify":1704783926419,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","listText":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","text":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":3,"link":"https://laohu8.com/post/355423","isVote":1,"tweetType":1,"viewCount":2174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364932,"gmtCreate":1545836064797,"gmtModify":1704785056951,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 继续空到1300","listText":"$Amazon.com(AMZN)$ 继续空到1300","text":"$Amazon.com(AMZN)$ 继续空到1300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/364932","isVote":1,"tweetType":1,"viewCount":1816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346517,"gmtCreate":1543936770478,"gmtModify":1704782807451,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 感觉可以空了","listText":"$Amazon.com(AMZN)$ 感觉可以空了","text":"$Amazon.com(AMZN)$ 感觉可以空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/346517","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"77861389540634","authorId":"77861389540634","name":"季风","avatar":"https://static.tigerbbs.com/68442ff49e84ad9d04ea8ecd3921185c","crmLevel":8,"crmLevelSwitch":0},"content":"动手了吗?","text":"动手了吗?","html":"动手了吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451181,"gmtCreate":1554119304780,"gmtModify":1704795903507,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 今晚高点开始空","listText":"$Amazon.com(AMZN)$ 今晚高点开始空","text":"$Amazon.com(AMZN)$ 今晚高点开始空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/451181","isVote":1,"tweetType":1,"viewCount":2820,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501550534906274","authorId":"3501550534906274","name":"明月清风不要钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"看这数据是高开低走的样子","text":"看这数据是高开低走的样子","html":"看这数据是高开低走的样子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369775,"gmtCreate":1546526614661,"gmtModify":1704785669923,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 本周五空到1500","listText":"$Amazon.com(AMZN)$ 本周五空到1500","text":"$Amazon.com(AMZN)$ 本周五空到1500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/369775","isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312784,"gmtCreate":1540307377548,"gmtModify":1704778481351,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$ALIBABA GROUP HOLDING-SP ADR(BABA)$ 周五前看空到130-140","listText":"$ALIBABA GROUP HOLDING-SP ADR(BABA)$ 周五前看空到130-140","text":"$ALIBABA GROUP HOLDING-SP ADR(BABA)$ 周五前看空到130-140","images":[{"img":"https://static.tigerbbs.com/987cdeead1d5b16ee80a33948a8ae4cd"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312784","isVote":1,"tweetType":1,"viewCount":3106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":900147971,"gmtCreate":1555509721293,"gmtModify":1704798940773,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Jumia Technologies AG(JMIA)$ 感觉帖子要被淹没了,看benchmarking的可以看下","listText":"$Jumia Technologies AG(JMIA)$ 感觉帖子要被淹没了,看benchmarking的可以看下","text":"$Jumia Technologies AG(JMIA)$ 感觉帖子要被淹没了,看benchmarking的可以看下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/900147971","repostId":"900186744","repostType":1,"repost":{"id":900186744,"gmtCreate":1555505418688,"gmtModify":1704798885818,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"理性看待是否入场Jumia","htmlText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","listText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","text":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/900186744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900966049,"gmtCreate":1555432341181,"gmtModify":1704798641079,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Zoom(ZM)$ 不是今天IPO吗?","listText":"$Zoom(ZM)$ 不是今天IPO吗?","text":"$Zoom(ZM)$ 不是今天IPO吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/900966049","isVote":1,"tweetType":1,"viewCount":3721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451165,"gmtCreate":1554118497866,"gmtModify":1704795900771,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Lyft, Inc.(LYFT)$ 为什么不能空?","listText":"$Lyft, Inc.(LYFT)$ 为什么不能空?","text":"$Lyft, Inc.(LYFT)$ 为什么不能空?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/451165","isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349575,"gmtCreate":1544196736701,"gmtModify":1704783192368,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 今晚看到1650","listText":"$Amazon.com(AMZN)$ 今晚看到1650","text":"$Amazon.com(AMZN)$ 今晚看到1650","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349575","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356292,"gmtCreate":1544838531370,"gmtModify":1704784031786,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 有点准...","listText":"$Amazon.com(AMZN)$ 有点准...","text":"$Amazon.com(AMZN)$ 有点准...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356292","repostId":"355423","repostType":1,"repost":{"id":355423,"gmtCreate":1544778909092,"gmtModify":1704783926419,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","listText":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","text":"$Amazon.com(AMZN)$ 终于等到了今天!今晚看到1580","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355423","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311033,"gmtCreate":1540188524869,"gmtModify":1704778255985,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Tencent(00700)$ 看到跌下来我就放心了...","listText":"$Tencent(00700)$ 看到跌下来我就放心了...","text":"$Tencent(00700)$ 看到跌下来我就放心了...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311033","isVote":1,"tweetType":1,"viewCount":796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900167034,"gmtCreate":1555507788428,"gmtModify":1704798902227,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"再等一等","listText":"再等一等","text":"再等一等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/900167034","repostId":"900186744","repostType":1,"repost":{"id":900186744,"gmtCreate":1555505418688,"gmtModify":1704798885818,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"理性看待是否入场Jumia","htmlText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","listText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","text":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了,今天在纠结是否还能入场的时候做了以下粗略的分析,以下是简略比较三家公司的运营数据和最新估值倍数: ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下,运营倍数已经远超合理范围。现在要滚回去加班,回来如果有人看的话就再多写两句。。。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/900186744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436744,"gmtCreate":1553093303154,"gmtModify":1704794010625,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Tiger Brokers(TIGR)$ 为什么停了?","listText":"$Tiger Brokers(TIGR)$ 为什么停了?","text":"$Tiger Brokers(TIGR)$ 为什么停了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436744","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372172,"gmtCreate":1546885154990,"gmtModify":1704785971898,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Netflix(NFLX)$ 开始空了","listText":"$Netflix(NFLX)$ 开始空了","text":"$Netflix(NFLX)$ 开始空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372172","isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358693,"gmtCreate":1545156752261,"gmtModify":1704784314630,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Amazon.com(AMZN)$ 虽然点进早了点,方向还是看准了,价格做低一半拿到今晚收盘卖,长期继续看空","listText":"$Amazon.com(AMZN)$ 虽然点进早了点,方向还是看准了,价格做低一半拿到今晚收盘卖,长期继续看空","text":"$Amazon.com(AMZN)$ 虽然点进早了点,方向还是看准了,价格做低一半拿到今晚收盘卖,长期继续看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358693","repostId":"357500","repostType":1,"repost":{"id":357500,"gmtCreate":1545062887662,"gmtModify":1704784169373,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","listText":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","text":"$AMAZON.COM INC(AMZN)$ 今日抄底反手做多,短期持到明天","images":[{"img":"https://static.tigerbbs.com/4e11d65e27a549c6a4170fe67a04b9e6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357500","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314325,"gmtCreate":1540430111131,"gmtModify":1704778673394,"author":{"id":"3500029881499402","authorId":"3500029881499402","name":"Huarui","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Tencent(00700)$ 还好反弹的时候赶紧put了一发","listText":"$Tencent(00700)$ 还好反弹的时候赶紧put了一发","text":"$Tencent(00700)$ 还好反弹的时候赶紧put了一发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314325","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}