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sandy01
2021-05-20
文章写得很好!
@Iverson:Roblox:“元宇宙”开拓者,“头号玩家”不是梦
sandy01
2021-05-20
文章不错!
@格隆汇:券商股大暴动,终于跌到位了?
sandy01
2021-05-20
文章很好!
@爱上趋势股:别盯着特斯拉、蔚来了,美国钢铁都涨上天了!
sandy01
2021-05-20
要分红!上升态势!
sandy01
2021-05-20
长期持有!
sandy01
2020-03-04
$英特尔(INTC)$
要跌到什么时候为止?
sandy01
2020-03-03
$B&G食品(BGS)$
能涨多高?!
sandy01
2020-03-02
$吉利德科学(GILD)$
它的药能治疗新冠肺炎吗?!
sandy01
2020-02-26
$赣锋锂业(01772)$
能涨多少?
sandy01
2020-02-26
$赣锋锂业(01772)$
大涨不回调吗?
sandy01
2020-02-24
$北特科技(603009)$
为何大跌?!
sandy01
2020-02-23
$吉利德科学(GILD)$
能涨多少?!
sandy01
2020-02-20
$Antero Midstream Corporation(AM)$
为何大涨?
sandy01
2020-02-19
$Alteryx Inc.(AYX)$
还能涨吗?!
sandy01
2020-02-19
$克罗格(KR)$
为何中涨?!
sandy01
2020-02-18
$Zoom(ZM)$
还能涨吗?!
sandy01
2020-02-17
$克罗格(KR)$
一开始回调?!
sandy01
2020-02-16
$克罗格(KR)$
还会跌多少呢?!
sandy01
2020-02-15
$Alteryx Inc.(AYX)$
小牛股开始涨了!!!
sandy01
2020-02-14
逆势上涨!!!
去老虎APP查看更多动态
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t":"文章写得很好!","listText":"文章写得很好!","text":"文章写得很好!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130386177","repostId":"199597582","repostType":1,"repost":{"id":199597582,"gmtCreate":1620715622644,"gmtModify":1620789611018,"author":{"id":"3455059019369891","authorId":"3455059019369891","name":"Iverson","avatar":"https://static.tigerbbs.com/0fa68ce61d88742ab3622a5f7f8d6ff9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3455059019369891","idStr":"3455059019369891"},"themes":[],"title":"Roblox:“元宇宙”开拓者,“头号玩家”不是梦","htmlText":"全世界最大的多人在线创作游戏平台<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 公布了上市以来首份财报,凭借独一无二的虚拟游戏体验和极强的用户粘性,Roblox各项数据都保持强劲增长,盘后股价涨超3%。 2018年上映的电影《头号玩家》让全世界游戏爱好者为之疯狂,影片中名为“绿洲”的虚拟现实游戏世界完美实现了虚实之间的无缝切换。在虚拟世界里,玩家可以完成游戏、社交、工作等任何想做的事情。 虽然目前Roblox里的游戏更像是一个类似乐高风格的沙盒游戏,离真正的“元宇宙”还有很长一段距离,但千千万万开发者正向着《头号玩家》这种终极游戏形式努力。 收入增速刷新历史新高,广告潜力待挖掘 本季度,Roblox收入比上年同期实现了三位数增长(yoy+140%),单季增速创下两年新高,并且还在加速增长。 Roblox收入来源主要是通过出售Robux(一种用于游戏、体验购买和虚拟角色定制的货币)获得收入,随着用户参与度以及Roblox在iOS、Android、Mac、Xbox等平台受欢迎提升,预计下季度收入增速仍保持在140%左右的高增长。 此外,本季度总预订量比上年增长161%达6.523亿美元;单位DAU的平均预订量(ABPDAU)为15.48美元,同比增长46%。 招股书显示,公司近三年都处在亏损状态:2018年至2020年Q3,Roblox运营亏损分别为9720万美元、8600万美元、2.03亿美元。很大的原因在于创作者规模扩大,导致分成费用提高。2021年第一季度的营业亏损1.35亿美元,同比有所扩大,除了分成费用外,研发费用和一般及行政开支都有明显上升。 随着Roblox的用户基础不断扩大,未来将创造更多收入机会,DAU达到一定规模后就可以吸引广告商。我们知道大","listText":"全世界最大的多人在线创作游戏平台<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 公布了上市以来首份财报,凭借独一无二的虚拟游戏体验和极强的用户粘性,Roblox各项数据都保持强劲增长,盘后股价涨超3%。 2018年上映的电影《头号玩家》让全世界游戏爱好者为之疯狂,影片中名为“绿洲”的虚拟现实游戏世界完美实现了虚实之间的无缝切换。在虚拟世界里,玩家可以完成游戏、社交、工作等任何想做的事情。 虽然目前Roblox里的游戏更像是一个类似乐高风格的沙盒游戏,离真正的“元宇宙”还有很长一段距离,但千千万万开发者正向着《头号玩家》这种终极游戏形式努力。 收入增速刷新历史新高,广告潜力待挖掘 本季度,Roblox收入比上年同期实现了三位数增长(yoy+140%),单季增速创下两年新高,并且还在加速增长。 Roblox收入来源主要是通过出售Robux(一种用于游戏、体验购买和虚拟角色定制的货币)获得收入,随着用户参与度以及Roblox在iOS、Android、Mac、Xbox等平台受欢迎提升,预计下季度收入增速仍保持在140%左右的高增长。 此外,本季度总预订量比上年增长161%达6.523亿美元;单位DAU的平均预订量(ABPDAU)为15.48美元,同比增长46%。 招股书显示,公司近三年都处在亏损状态:2018年至2020年Q3,Roblox运营亏损分别为9720万美元、8600万美元、2.03亿美元。很大的原因在于创作者规模扩大,导致分成费用提高。2021年第一季度的营业亏损1.35亿美元,同比有所扩大,除了分成费用外,研发费用和一般及行政开支都有明显上升。 随着Roblox的用户基础不断扩大,未来将创造更多收入机会,DAU达到一定规模后就可以吸引广告商。我们知道大","text":"全世界最大的多人在线创作游戏平台$Roblox Corporation(RBLX)$ 公布了上市以来首份财报,凭借独一无二的虚拟游戏体验和极强的用户粘性,Roblox各项数据都保持强劲增长,盘后股价涨超3%。 2018年上映的电影《头号玩家》让全世界游戏爱好者为之疯狂,影片中名为“绿洲”的虚拟现实游戏世界完美实现了虚实之间的无缝切换。在虚拟世界里,玩家可以完成游戏、社交、工作等任何想做的事情。 虽然目前Roblox里的游戏更像是一个类似乐高风格的沙盒游戏,离真正的“元宇宙”还有很长一段距离,但千千万万开发者正向着《头号玩家》这种终极游戏形式努力。 收入增速刷新历史新高,广告潜力待挖掘 本季度,Roblox收入比上年同期实现了三位数增长(yoy+140%),单季增速创下两年新高,并且还在加速增长。 Roblox收入来源主要是通过出售Robux(一种用于游戏、体验购买和虚拟角色定制的货币)获得收入,随着用户参与度以及Roblox在iOS、Android、Mac、Xbox等平台受欢迎提升,预计下季度收入增速仍保持在140%左右的高增长。 此外,本季度总预订量比上年增长161%达6.523亿美元;单位DAU的平均预订量(ABPDAU)为15.48美元,同比增长46%。 招股书显示,公司近三年都处在亏损状态:2018年至2020年Q3,Roblox运营亏损分别为9720万美元、8600万美元、2.03亿美元。很大的原因在于创作者规模扩大,导致分成费用提高。2021年第一季度的营业亏损1.35亿美元,同比有所扩大,除了分成费用外,研发费用和一般及行政开支都有明显上升。 随着Roblox的用户基础不断扩大,未来将创造更多收入机会,DAU达到一定规模后就可以吸引广告商。我们知道大","images":[{"img":"https://static.tigerbbs.com/b58a8e297da1f3687f51b52051176eba","width":"398","height":"318"},{"img":"https://static.tigerbbs.com/d04525f3654c1c4d971c1eaef2bf9ebb","width":"554","height":"229"},{"img":"https://static.tigerbbs.com/52a3fed45c815b4437db038d52ddf57d","width":"575","height":"257"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199597582","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130388574,"gmtCreate":1621513049498,"gmtModify":1621513049498,"author":{"id":"3516335842051765","authorId":"3516335842051765","name":"sandy01","avatar":"https://static.tigerbbs.com/dac155f520e6b7ef2beaa142cdbb725e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516335842051765","idStr":"3516335842051765"},"themes":[],"htmlText":"文章不错!","listText":"文章不错!","text":"文章不错!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130388574","repostId":"198706817","repostType":1,"repost":{"id":198706817,"gmtCreate":1620987249539,"gmtModify":1621030390188,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"39105730803552","idStr":"39105730803552"},"themes":[],"title":"券商股大暴动,终于跌到位了?","htmlText":"今日,A股三大指数集体上涨。盘面上,券商板块一反数月来的颓势强劲启动。截至收盘,板块内50只个股全线上涨,其中东方财富大涨13%,华创阳安、光大证券、中金公司、中信建投等多达10只个股涨停。数据来源:同花顺去年7月中旬以来,券商指数一连10个月阴跌不止,最高下挫近30%。直到今日,券商股终于全线走强,券商板块一向被视为行情风向标,本轮之所以暴动的原因是多方面的。1 估值见底,政策支撑券商股强势反弹,首要原因是估值向上修复。10个月的回调,无论从空间和时间维度上来看都已非常充分。截至2021年5月7日收盘,券商指数PB为1.6倍,今日大涨过后则为1.7倍。券商板块估值已处于历史底部,具有一定的安全边际,提升空间大,目前确实有中长线资金抄底的可能性。数据来源:IFinD其次在政策方面,首先是注册制改革,2021年下半年全面注册证改革的必然趋势同样利好券商。为落实新《证券法》的实施,中国证监会发布《关于修改的决定》以及配套规定,自2021年4月18日起施行。同时,还宣布重启内资证券公司的设立审批。在监管层加速放开外资控股券商比例限制,并允许新设合资控股证券公司成立后,内资券商也应享受同等待遇,只要符合设立的要求,就可以获批成立新的国内证券公司。另外,3月份,证监会主席易会满在中国发展高层论坛圆桌会上发表主旨演讲,也再次释放了监管层持续深化资本市场改革的决心和定力,目前包括全面注册制、T+0机制、市场多空机制(融券&衍生品)、境外投资放开等政策均在研究推进中。在即将来临的金融开放大背景下,券商行业的整体发展也将打开更大的空间。最后,券商上一次大涨,还是市场爆出方正集团重整方案揭晓,并且其重组由中国平安参与的消息时。从长期来看,通过头部券商的重组做大做强国内券商是必然趋势,也是带有战略性的国家意愿。其中,中信证券和中信建投,中金公司、申万宏源和中国银河,上海证券、东方证券、海","listText":"今日,A股三大指数集体上涨。盘面上,券商板块一反数月来的颓势强劲启动。截至收盘,板块内50只个股全线上涨,其中东方财富大涨13%,华创阳安、光大证券、中金公司、中信建投等多达10只个股涨停。数据来源:同花顺去年7月中旬以来,券商指数一连10个月阴跌不止,最高下挫近30%。直到今日,券商股终于全线走强,券商板块一向被视为行情风向标,本轮之所以暴动的原因是多方面的。1 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