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yyniao
2022-05-11
转一手看看。
@空军大队长:大牛市应该要来了,可以长线了,
yyniao
2021-02-17
$Palantir Technologies Inc.(PLTR)$
索罗斯在第四季度没有出售一股?这是什么意思🤔
yyniao
2021-02-09
关于Gotham,老哥可以去看下wired杂志的一篇文章。Palantir’s God’s-Eye View of Afghanistan
@扯个犊子:全网最长(qiang)- Palantir产品硬核解析
yyniao
2021-01-28
这篇文章不错,转发给大家看看
@大家一起来炒股zqwar:美联储停止一月REPO,导致暴跌
yyniao
2021-01-23
$Palantir Technologies Inc.(PLTR)$
和
$游戏驿站(GME)$
[贱笑]
yyniao
2021-01-19
$特斯拉(TSLA)$
$苹果(AAPL)$
🎫
yyniao
2021-01-14
$Jumia Technologies AG(JMIA)$
呵呵呵,臭香橼。
yyniao
2020-12-08
$一起教育科技(YQ)$
唯一一只卖出去嫌手续费贵的股票...
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>索罗斯在第四季度没有出售一股?这是什么意思🤔","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>索罗斯在第四季度没有出售一股?这是什么意思🤔","text":"$Palantir Technologies Inc.(PLTR)$索罗斯在第四季度没有出售一股?这是什么意思🤔","images":[{"img":"https://static.tigerbbs.com/3bcfcd7e08c5b2a9ad94eb086eab7b88","width":"782","height":"282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/385698506","isVote":1,"tweetType":1,"viewCount":3219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":383844602,"gmtCreate":1612868386506,"gmtModify":1703766025695,"author":{"id":"3506462544070977","authorId":"3506462544070977","authorIdStr":"3506462544070977","name":"yyniao","avatar":"https://static.tigerbbs.com/1fa1ee29195eb4959f1662c86d1103ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"关于Gotham,老哥可以去看下wired杂志的一篇文章。Palantir’s God’s-Eye View of Afghanistan","listText":"关于Gotham,老哥可以去看下wired杂志的一篇文章。Palantir’s God’s-Eye View of Afghanistan","text":"关于Gotham,老哥可以去看下wired杂志的一篇文章。Palantir’s God’s-Eye View of Afghanistan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383844602","repostId":"380829192","repostType":1,"repost":{"id":380829192,"gmtCreate":1612533940716,"gmtModify":1710139456661,"author":{"id":"3507927418932492","authorId":"3507927418932492","authorIdStr":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"全网最长(qiang)- Palantir产品硬核解析","htmlText":"扯个犊子 018写完标题我自己都笑了,实在不好意思写“全网最强”,所以就姑且“全网最长”吧,这篇文章5000多字,完整看下来需要15-20分钟,能理解需要更多时间,如果你对这家公司没兴趣的话就不建议往下看啦!在上周的文章<a href=\"https://laohu8.com/m/TW/319483990?invite=72GMM\" target=\"_blank\">数据炼金师 - Palantir Technologies</a>中,我概述了<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 的公司背景,产品技术以及发展前景,如果你还没有看过的话,我强烈建议先看完那篇文章再来看这篇,效果更佳。这篇扯犊子将分为三个部分:1.我对Demo Day的印象;2.结合Demo Day,详细解读Palantir三款产品的运作原理及功能;3.竞品分析。Demo Day印象1月26日,Palantir如期举行了Demo Day,演示了其三款产品:Foundry,Gotham以及Apollo具体的功能并向投资者阐述了其未来发展的路径。在上一篇文章中,我的预测是:“如果Demo Day不及预期,股价有下跌的可能,但不会跌破25”。在Demo Day之后的一周,Palantir的股价来了个5连跌,从最高点40块跌到了31块。写这篇文章前,1个小时的Demo Day录像我大概反复看了3遍多,40多页的文字稿也翻了几遍。因为尽管之前对Palantir的产品有所了解,但Demo Day的展示实在是太硬核了。产品大牛起飞的语速,各种缩写和专业术语,另外加上产品本身的原理和功能就很抽象,我也不是干这一行的,甚至没用过类似产品,所以真的太难了。我相信大多数投资者在看完De","listText":"扯个犊子 018写完标题我自己都笑了,实在不好意思写“全网最强”,所以就姑且“全网最长”吧,这篇文章5000多字,完整看下来需要15-20分钟,能理解需要更多时间,如果你对这家公司没兴趣的话就不建议往下看啦!在上周的文章<a href=\"https://laohu8.com/m/TW/319483990?invite=72GMM\" target=\"_blank\">数据炼金师 - Palantir Technologies</a>中,我概述了<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 的公司背景,产品技术以及发展前景,如果你还没有看过的话,我强烈建议先看完那篇文章再来看这篇,效果更佳。这篇扯犊子将分为三个部分:1.我对Demo Day的印象;2.结合Demo Day,详细解读Palantir三款产品的运作原理及功能;3.竞品分析。Demo Day印象1月26日,Palantir如期举行了Demo Day,演示了其三款产品:Foundry,Gotham以及Apollo具体的功能并向投资者阐述了其未来发展的路径。在上一篇文章中,我的预测是:“如果Demo Day不及预期,股价有下跌的可能,但不会跌破25”。在Demo Day之后的一周,Palantir的股价来了个5连跌,从最高点40块跌到了31块。写这篇文章前,1个小时的Demo Day录像我大概反复看了3遍多,40多页的文字稿也翻了几遍。因为尽管之前对Palantir的产品有所了解,但Demo Day的展示实在是太硬核了。产品大牛起飞的语速,各种缩写和专业术语,另外加上产品本身的原理和功能就很抽象,我也不是干这一行的,甚至没用过类似产品,所以真的太难了。我相信大多数投资者在看完De","text":"扯个犊子 018写完标题我自己都笑了,实在不好意思写“全网最强”,所以就姑且“全网最长”吧,这篇文章5000多字,完整看下来需要15-20分钟,能理解需要更多时间,如果你对这家公司没兴趣的话就不建议往下看啦!在上周的文章数据炼金师 - Palantir Technologies中,我概述了$Palantir Technologies Inc.(PLTR)$ 的公司背景,产品技术以及发展前景,如果你还没有看过的话,我强烈建议先看完那篇文章再来看这篇,效果更佳。这篇扯犊子将分为三个部分:1.我对Demo Day的印象;2.结合Demo Day,详细解读Palantir三款产品的运作原理及功能;3.竞品分析。Demo Day印象1月26日,Palantir如期举行了Demo Day,演示了其三款产品:Foundry,Gotham以及Apollo具体的功能并向投资者阐述了其未来发展的路径。在上一篇文章中,我的预测是:“如果Demo Day不及预期,股价有下跌的可能,但不会跌破25”。在Demo Day之后的一周,Palantir的股价来了个5连跌,从最高点40块跌到了31块。写这篇文章前,1个小时的Demo Day录像我大概反复看了3遍多,40多页的文字稿也翻了几遍。因为尽管之前对Palantir的产品有所了解,但Demo Day的展示实在是太硬核了。产品大牛起飞的语速,各种缩写和专业术语,另外加上产品本身的原理和功能就很抽象,我也不是干这一行的,甚至没用过类似产品,所以真的太难了。我相信大多数投资者在看完De","images":[{"img":"https://static.tigerbbs.com/d90a7770fe8840bdb372896c48908e5a","width":"1014","height":"484"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380829192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":18,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311709422,"gmtCreate":1611828835166,"gmtModify":1703754369374,"author":{"id":"3506462544070977","authorId":"3506462544070977","authorIdStr":"3506462544070977","name":"yyniao","avatar":"https://static.tigerbbs.com/1fa1ee29195eb4959f1662c86d1103ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311709422","repostId":"311563808","repostType":1,"repost":{"id":311563808,"gmtCreate":1611814661304,"gmtModify":1706251131054,"author":{"id":"3572924400349066","authorId":"3572924400349066","authorIdStr":"3572924400349066","name":"大家一起来炒股zqwar","avatar":"https://static.tigerbbs.com/70b95c6b685adf504dd75acb36e10381","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美联储停止一月REPO,导致暴跌","htmlText":"今天暴跌。主要是美联储主席鲍威尔讲话了。讲话内容大致如下:零利率,1200亿不变,准备结束逆回购(one month REPO)之后暴跌,可以看到前面两条都和以前一样,也在继续增加流动性。所以主要问题出自最后一点“REPO”。REPOA repurchase agreement (repo) is a form of short-term borrowing for dealers in government securities. In the case of a repo, a dealer sells government securities to investors, usually on an overnight basis, and buys them back the following day at a slightly higher price. That small difference in price is the implicit overnight interest rate. Repos are typically used to raise short-term capital. They are also a common tool of central bank open market operations.抄了一段英文解释。有点复杂。大概意思就是:一个类似借贷一样的债券。一般都是隔夜的。美国的这种REPO一般是公司之间的或者银行和公司之间的。通常每日都会有非常大规模的REPO,下图所示,平均都在4T级别。所以美国对这种金融手段非常依赖。就像普通借贷一样,这个REPO也是有利息的,通常都在2-4之间。一般来说美联储如果来触碰这个REPO,肯定不是为了赚钱,而是为了调节货币供给和银行的拨备金。相当于","listText":"今天暴跌。主要是美联储主席鲍威尔讲话了。讲话内容大致如下:零利率,1200亿不变,准备结束逆回购(one month REPO)之后暴跌,可以看到前面两条都和以前一样,也在继续增加流动性。所以主要问题出自最后一点“REPO”。REPOA repurchase agreement (repo) is a form of short-term borrowing for dealers in government securities. In the case of a repo, a dealer sells government securities to investors, usually on an overnight basis, and buys them back the following day at a slightly higher price. That small difference in price is the implicit overnight interest rate. Repos are typically used to raise short-term capital. They are also a common tool of central bank open market operations.抄了一段英文解释。有点复杂。大概意思就是:一个类似借贷一样的债券。一般都是隔夜的。美国的这种REPO一般是公司之间的或者银行和公司之间的。通常每日都会有非常大规模的REPO,下图所示,平均都在4T级别。所以美国对这种金融手段非常依赖。就像普通借贷一样,这个REPO也是有利息的,通常都在2-4之间。一般来说美联储如果来触碰这个REPO,肯定不是为了赚钱,而是为了调节货币供给和银行的拨备金。相当于","text":"今天暴跌。主要是美联储主席鲍威尔讲话了。讲话内容大致如下:零利率,1200亿不变,准备结束逆回购(one month REPO)之后暴跌,可以看到前面两条都和以前一样,也在继续增加流动性。所以主要问题出自最后一点“REPO”。REPOA repurchase agreement (repo) is a form of short-term borrowing for dealers in government securities. In the case of a repo, a dealer sells government securities to investors, usually on an overnight basis, and buys them back the following day at a slightly higher price. That small difference in price is the implicit overnight interest rate. Repos are typically used to raise short-term capital. They are also a common tool of central bank open market 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href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>唯一一只卖出去嫌手续费贵的股票...","text":"$一起教育科技(YQ)$唯一一只卖出去嫌手续费贵的股票...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/392392971","isVote":1,"tweetType":1,"viewCount":1914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385698506,"gmtCreate":1613538966005,"gmtModify":1613538966005,"author":{"id":"3506462544070977","authorId":"3506462544070977","authorIdStr":"3506462544070977","name":"yyniao","avatar":"https://static.tigerbbs.com/1fa1ee29195eb4959f1662c86d1103ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>索罗斯在第四季度没有出售一股?这是什么意思🤔","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>索罗斯在第四季度没有出售一股?这是什么意思🤔","text":"$Palantir Technologies Inc.(PLTR)$索罗斯在第四季度没有出售一股?这是什么意思🤔","images":[{"img":"https://static.tigerbbs.com/3bcfcd7e08c5b2a9ad94eb086eab7b88","width":"782","height":"282"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/385698506","isVote":1,"tweetType":1,"viewCount":3219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":310407334,"gmtCreate":1611339768028,"gmtModify":1703750093821,"author":{"id":"3506462544070977","authorId":"3506462544070977","authorIdStr":"3506462544070977","name":"yyniao","avatar":"https://static.tigerbbs.com/1fa1ee29195eb4959f1662c86d1103ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>和<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>[贱笑] ","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>和<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>[贱笑] ","text":"$Palantir Technologies Inc.(PLTR)$和$游戏驿站(GME)$[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310407334","isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335864085,"gmtCreate":1610557298047,"gmtModify":1703745283653,"author":{"id":"3506462544070977","authorId":"3506462544070977","authorIdStr":"3506462544070977","name":"yyniao","avatar":"https://static.tigerbbs.com/1fa1ee29195eb4959f1662c86d1103ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>呵呵呵,臭香橼。","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>呵呵呵,臭香橼。","text":"$Jumia Technologies AG(JMIA)$呵呵呵,臭香橼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335864085","isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612107535,"gmtCreate":1652199989727,"gmtModify":1652199989727,"author":{"id":"3506462544070977","authorId":"3506462544070977","authorIdStr":"3506462544070977","name":"yyniao","avatar":"https://static.tigerbbs.com/1fa1ee29195eb4959f1662c86d1103ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"转一手看看。","listText":"转一手看看。","text":"转一手看看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612107535","repostId":"619799506","repostType":1,"repost":{"id":619799506,"gmtCreate":1649423307915,"gmtModify":1649423307915,"author":{"id":"74125836878304","authorId":"74125836878304","authorIdStr":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大牛市应该要来了,可以长线了,","listText":"大牛市应该要来了,可以长线了,","text":"大牛市应该要来了,可以长线了,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619799506","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383844602,"gmtCreate":1612868386506,"gmtModify":1703766025695,"author":{"id":"3506462544070977","authorId":"3506462544070977","authorIdStr":"3506462544070977","name":"yyniao","avatar":"https://static.tigerbbs.com/1fa1ee29195eb4959f1662c86d1103ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"关于Gotham,老哥可以去看下wired杂志的一篇文章。Palantir’s God’s-Eye View of Afghanistan","listText":"关于Gotham,老哥可以去看下wired杂志的一篇文章。Palantir’s God’s-Eye View of Afghanistan","text":"关于Gotham,老哥可以去看下wired杂志的一篇文章。Palantir’s God’s-Eye View of Afghanistan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383844602","repostId":"380829192","repostType":1,"repost":{"id":380829192,"gmtCreate":1612533940716,"gmtModify":1710139456661,"author":{"id":"3507927418932492","authorId":"3507927418932492","authorIdStr":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"全网最长(qiang)- Palantir产品硬核解析","htmlText":"扯个犊子 018写完标题我自己都笑了,实在不好意思写“全网最强”,所以就姑且“全网最长”吧,这篇文章5000多字,完整看下来需要15-20分钟,能理解需要更多时间,如果你对这家公司没兴趣的话就不建议往下看啦!在上周的文章<a href=\"https://laohu8.com/m/TW/319483990?invite=72GMM\" target=\"_blank\">数据炼金师 - Palantir Technologies</a>中,我概述了<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 的公司背景,产品技术以及发展前景,如果你还没有看过的话,我强烈建议先看完那篇文章再来看这篇,效果更佳。这篇扯犊子将分为三个部分:1.我对Demo Day的印象;2.结合Demo Day,详细解读Palantir三款产品的运作原理及功能;3.竞品分析。Demo Day印象1月26日,Palantir如期举行了Demo Day,演示了其三款产品:Foundry,Gotham以及Apollo具体的功能并向投资者阐述了其未来发展的路径。在上一篇文章中,我的预测是:“如果Demo Day不及预期,股价有下跌的可能,但不会跌破25”。在Demo Day之后的一周,Palantir的股价来了个5连跌,从最高点40块跌到了31块。写这篇文章前,1个小时的Demo Day录像我大概反复看了3遍多,40多页的文字稿也翻了几遍。因为尽管之前对Palantir的产品有所了解,但Demo Day的展示实在是太硬核了。产品大牛起飞的语速,各种缩写和专业术语,另外加上产品本身的原理和功能就很抽象,我也不是干这一行的,甚至没用过类似产品,所以真的太难了。我相信大多数投资者在看完De","listText":"扯个犊子 018写完标题我自己都笑了,实在不好意思写“全网最强”,所以就姑且“全网最长”吧,这篇文章5000多字,完整看下来需要15-20分钟,能理解需要更多时间,如果你对这家公司没兴趣的话就不建议往下看啦!在上周的文章<a href=\"https://laohu8.com/m/TW/319483990?invite=72GMM\" target=\"_blank\">数据炼金师 - Palantir Technologies</a>中,我概述了<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 的公司背景,产品技术以及发展前景,如果你还没有看过的话,我强烈建议先看完那篇文章再来看这篇,效果更佳。这篇扯犊子将分为三个部分:1.我对Demo Day的印象;2.结合Demo Day,详细解读Palantir三款产品的运作原理及功能;3.竞品分析。Demo Day印象1月26日,Palantir如期举行了Demo Day,演示了其三款产品:Foundry,Gotham以及Apollo具体的功能并向投资者阐述了其未来发展的路径。在上一篇文章中,我的预测是:“如果Demo Day不及预期,股价有下跌的可能,但不会跌破25”。在Demo Day之后的一周,Palantir的股价来了个5连跌,从最高点40块跌到了31块。写这篇文章前,1个小时的Demo Day录像我大概反复看了3遍多,40多页的文字稿也翻了几遍。因为尽管之前对Palantir的产品有所了解,但Demo Day的展示实在是太硬核了。产品大牛起飞的语速,各种缩写和专业术语,另外加上产品本身的原理和功能就很抽象,我也不是干这一行的,甚至没用过类似产品,所以真的太难了。我相信大多数投资者在看完De","text":"扯个犊子 018写完标题我自己都笑了,实在不好意思写“全网最强”,所以就姑且“全网最长”吧,这篇文章5000多字,完整看下来需要15-20分钟,能理解需要更多时间,如果你对这家公司没兴趣的话就不建议往下看啦!在上周的文章数据炼金师 - Palantir Technologies中,我概述了$Palantir Technologies Inc.(PLTR)$ 的公司背景,产品技术以及发展前景,如果你还没有看过的话,我强烈建议先看完那篇文章再来看这篇,效果更佳。这篇扯犊子将分为三个部分:1.我对Demo Day的印象;2.结合Demo Day,详细解读Palantir三款产品的运作原理及功能;3.竞品分析。Demo Day印象1月26日,Palantir如期举行了Demo Day,演示了其三款产品:Foundry,Gotham以及Apollo具体的功能并向投资者阐述了其未来发展的路径。在上一篇文章中,我的预测是:“如果Demo Day不及预期,股价有下跌的可能,但不会跌破25”。在Demo Day之后的一周,Palantir的股价来了个5连跌,从最高点40块跌到了31块。写这篇文章前,1个小时的Demo Day录像我大概反复看了3遍多,40多页的文字稿也翻了几遍。因为尽管之前对Palantir的产品有所了解,但Demo Day的展示实在是太硬核了。产品大牛起飞的语速,各种缩写和专业术语,另外加上产品本身的原理和功能就很抽象,我也不是干这一行的,甚至没用过类似产品,所以真的太难了。我相信大多数投资者在看完De","images":[{"img":"https://static.tigerbbs.com/d90a7770fe8840bdb372896c48908e5a","width":"1014","height":"484"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380829192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":18,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311709422,"gmtCreate":1611828835166,"gmtModify":1703754369374,"author":{"id":"3506462544070977","authorId":"3506462544070977","authorIdStr":"3506462544070977","name":"yyniao","avatar":"https://static.tigerbbs.com/1fa1ee29195eb4959f1662c86d1103ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311709422","repostId":"311563808","repostType":1,"repost":{"id":311563808,"gmtCreate":1611814661304,"gmtModify":1706251131054,"author":{"id":"3572924400349066","authorId":"3572924400349066","authorIdStr":"3572924400349066","name":"大家一起来炒股zqwar","avatar":"https://static.tigerbbs.com/70b95c6b685adf504dd75acb36e10381","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美联储停止一月REPO,导致暴跌","htmlText":"今天暴跌。主要是美联储主席鲍威尔讲话了。讲话内容大致如下:零利率,1200亿不变,准备结束逆回购(one month REPO)之后暴跌,可以看到前面两条都和以前一样,也在继续增加流动性。所以主要问题出自最后一点“REPO”。REPOA repurchase agreement (repo) is a form of short-term borrowing for dealers in government securities. In the case of a repo, a dealer sells government securities to investors, usually on an overnight basis, and buys them back the following day at a slightly higher price. That small difference in price is the implicit overnight interest rate. Repos are typically used to raise short-term capital. They are also a common tool of central bank open market operations.抄了一段英文解释。有点复杂。大概意思就是:一个类似借贷一样的债券。一般都是隔夜的。美国的这种REPO一般是公司之间的或者银行和公司之间的。通常每日都会有非常大规模的REPO,下图所示,平均都在4T级别。所以美国对这种金融手段非常依赖。就像普通借贷一样,这个REPO也是有利息的,通常都在2-4之间。一般来说美联储如果来触碰这个REPO,肯定不是为了赚钱,而是为了调节货币供给和银行的拨备金。相当于","listText":"今天暴跌。主要是美联储主席鲍威尔讲话了。讲话内容大致如下:零利率,1200亿不变,准备结束逆回购(one month REPO)之后暴跌,可以看到前面两条都和以前一样,也在继续增加流动性。所以主要问题出自最后一点“REPO”。REPOA repurchase agreement (repo) is a form of short-term borrowing for dealers in government securities. In the case of a repo, a dealer sells government securities to investors, usually on an overnight basis, and buys them back the following day at a slightly higher price. That small difference in price is the implicit overnight interest rate. Repos are typically used to raise short-term capital. They are also a common tool of central bank open market operations.抄了一段英文解释。有点复杂。大概意思就是:一个类似借贷一样的债券。一般都是隔夜的。美国的这种REPO一般是公司之间的或者银行和公司之间的。通常每日都会有非常大规模的REPO,下图所示,平均都在4T级别。所以美国对这种金融手段非常依赖。就像普通借贷一样,这个REPO也是有利息的,通常都在2-4之间。一般来说美联储如果来触碰这个REPO,肯定不是为了赚钱,而是为了调节货币供给和银行的拨备金。相当于","text":"今天暴跌。主要是美联储主席鲍威尔讲话了。讲话内容大致如下:零利率,1200亿不变,准备结束逆回购(one month REPO)之后暴跌,可以看到前面两条都和以前一样,也在继续增加流动性。所以主要问题出自最后一点“REPO”。REPOA repurchase agreement (repo) is a form of short-term borrowing for dealers in government securities. In the case of a repo, a dealer sells government securities to investors, usually on an overnight basis, and buys them back the following day at a slightly higher price. That small difference in price is the implicit overnight interest rate. Repos are typically used to raise short-term capital. They are also a common tool of central bank open market operations.抄了一段英文解释。有点复杂。大概意思就是:一个类似借贷一样的债券。一般都是隔夜的。美国的这种REPO一般是公司之间的或者银行和公司之间的。通常每日都会有非常大规模的REPO,下图所示,平均都在4T级别。所以美国对这种金融手段非常依赖。就像普通借贷一样,这个REPO也是有利息的,通常都在2-4之间。一般来说美联储如果来触碰这个REPO,肯定不是为了赚钱,而是为了调节货币供给和银行的拨备金。相当于","images":[{"img":"https://static.tigerbbs.com/8219ffb431648c94c6b250a9e5798660","width":"1258","height":"797"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311563808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337023719,"gmtCreate":1611033956931,"gmtModify":1703747548432,"author":{"id":"3506462544070977","authorId":"3506462544070977","authorIdStr":"3506462544070977","name":"yyniao","avatar":"https://static.tigerbbs.com/1fa1ee29195eb4959f1662c86d1103ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>🎫","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>🎫","text":"$特斯拉(TSLA)$$苹果(AAPL)$🎫","images":[{"img":"https://static.tigerbbs.com/4db469d4ee42ad51d5dddcc7a65f5f40","width":"950","height":"515"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337023719","isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}