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努力的优等生

努力的优等生

交易点击一秒钟，下单背后十年功

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努力的优等生

2020-06-05

$传奇生物(LEGN)$ 摩根士丹利和摩根大通承销的股票都特么难中，抢疯了。开盘再买点。

努力的优等生

2019-10-11

$罗素2000指数ETF(IWM)$罗素股暴动，一看消息，大量媒体开始报道协议部分达成，包括汇率和农业采购等问题。金融业的明确了开放时间表，取消了中国投资者对外国公司的要求。你们看刘总笑的多开心。$道琼斯(.DJI)$$纳斯达克(.IXIC)$$标普500ETF(SPY)$

努力的优等生

2019-10-09

$Netflix, Inc.(NFLX)$ 哈，竞争激烈下调评级。分析师列了一堆付费频道，竟然没列免费的youtube $谷歌(GOOG)$ $谷歌A(GOOGL)$ 。根据美国投行派杰周二发布的2019年秋季调查报告，YouTube已经超过奈飞（NFLX.O）成为青少年观看视频的首选平台。派杰发现，37%的受访青少年最青睐于在谷歌旗下的YouTube平台上观看流媒体视频，略高于长期领先的奈飞，后者的这个比例为35%。该公司将这种转变归功于YouTube多样化的内容库，其中包括“大量面向青少年的内容”

抱歉，原内容已删除

努力的优等生

2019-10-08

$安霸(AMBA)$ 成也中国订单，败也中国订单。海康威视被加黑名单，其占安霸总收入十分之一。

@努力的优等生:$安霸(AMBA)$早些年安霸的视觉芯片主要供应给$GoPro(GPRO)$。后来Gopro卖不动，本以为跟着要凉，但其安全监控的订单一直没断。本季度大涨因为收货了来自亚洲的大订单。我也不觉得有什么可持续性，跟着趋势做。

努力的优等生

2019-09-30

呼和浩特的天，是晴朗的天

努力的优等生

2019-09-23

看看美国的二手车$Carvana Co.(CVNA)$$Cargurus Inc.(CARG)$，再看看$优信(UXIN)$，唉

努力的优等生

2019-09-20

$Roku Inc(ROKU)$ 分析师Jeffrey Wlodarczak认为"竞争将明显加剧"，"这可能将OTT设备的成本降至零" . OTT指的是超视频流媒体设备像康卡斯特这样的“大公司”拥有“巨大的影响力”，他们“可能会让ROKU的增长变得更加困难”康卡斯特将只提供互联网订阅服务的流媒体设备纳入其中的举措“将不可避免地被其他发行商复制”。Pivotal Research Group在报告中表示，近期对竞争的担忧可能会加剧，并给这家视频流媒体平台公司带来沉重压力。Pivotal是第二家对该股给出卖出评级的公司，该公司还发布了60美元的超低目标价。

抱歉，原内容已删除

努力的优等生

2019-09-20

$赫尔曼米勒(MLHR)$知名办公家具企业，人体工学座椅名扬海内外，Facebook公司人手一把，罗永浩锤子科技招聘的噱头。有多少码农，就卖多少座椅，码农走势观察标的[可爱]

努力的优等生

2019-09-19

$Shopify Inc(SHOP)$只是一个第三方建站工具，所以对使用的卖家综合能力要求很高。因为建站后你还需要选品，和引流，包括做SEO优化，投放平台广告以及做社交平台推广。如果这些都做了然而还是卖不出货，那对不起，你就白白给shopify交手续费交模板佣金。shopify能崛起也是赶上了网红的风口，有流媒体和社交网站各种流量方式。谁都想把流量留下来，而亚马逊和ebay的规则越来越苛刻。可以说崛起有着多方面的因素。看好未来依旧成长，和roku一样，回调还没到位。

努力的优等生

2019-09-18

$Roku Inc(ROKU)$先进一点[可爱]

努力的优等生

2019-09-18

$联邦快递(FDX)$$纳斯达克(.IXIC)$阿鲍，救救联邦快递吧

努力的优等生

2019-09-18

为什么$Roku Inc(ROKU)$会跌呢？ROKU本来要抢康卡斯特的用户，在上一季度电话会议中，CEO明确对分析师表示，移动端不是主场，他们的目标是美国的有线电视用户。而现在康卡斯特自己推出了订阅频道，让ROKU的对手又多了一个。而康卡斯特的有线电视订阅用户，有近5500万。

@努力的优等生:$康卡斯特(CMCSA)$ 康卡斯特(Comcast)今天公告宣布，Xfinity Flex现在包含在Xfinity的互联网订阅服务中，为数百万新老客户提供了在电视上轻松访问他们喜爱的流媒体服务和管理他们连接的家庭设备的能力。Xfinity Flex利用Xfinity X1技术来提供一个真正差异化的平台，并为流媒体优先的互联网客户带来难以置信的价值。 Xfinity Flex配备了可联网的4K超高清流媒体电视设备、屡获殊荣的Xfinity语音遥控器、重新设计的指南以及1万多部免费电影和电视节目。轻松浏览包括Netflix、Amazon Prime Video、HBO、Showtime、YouTube、Amazon Music、Pandora、iHeartRadio以及soon Peacock和Hulu在内的顶级流媒体应用$Roku Inc(ROKU)$

努力的优等生

2019-09-18

$康卡斯特(CMCSA)$ 康卡斯特(Comcast)今天公告宣布，Xfinity Flex现在包含在Xfinity的互联网订阅服务中，为数百万新老客户提供了在电视上轻松访问他们喜爱的流媒体服务和管理他们连接的家庭设备的能力。Xfinity Flex利用Xfinity X1技术来提供一个真正差异化的平台，并为流媒体优先的互联网客户带来难以置信的价值。 Xfinity Flex配备了可联网的4K超高清流媒体电视设备、屡获殊荣的Xfinity语音遥控器、重新设计的指南以及1万多部免费电影和电视节目。轻松浏览包括Netflix、Amazon Prime Video、HBO、Showtime、YouTube、Amazon Music、Pandora、iHeartRadio以及soon Peacock和Hulu在内的顶级流媒体应用$Roku Inc(ROKU)$

努力的优等生

2019-09-17

$Shopify Inc(SHOP)$没想到增发，这个月线回调有点狠。而且增发所得款用于短期投资和现金持有。这个意思有点让人摸不着头脑

努力的优等生

2019-09-12

$Docusign(DOCU)$有人说本周下地狱，请问这就是地狱吗？那多来点地狱吧

努力的优等生

2019-09-12

$CLOUDFLARE, INC.(NET)$=$Fastly, Inc.(FSLY)$+$CrowdStrike Holdings, Inc.(CRWD)$所以，目标价和估值应该是多少？

努力的优等生

2019-09-12

$10X GENOMICS, INC.(TXG)$[可爱]商业模式有点像$安捷伦科技(A)$和$Illumina(ILMN)$

努力的优等生

2019-09-10

回复 @努力的优等生:[可爱]真给力 $Roku Inc(ROKU)$//@努力的优等生:分析师出来看涨了，不是啥好兆头

抱歉，原内容已删除

努力的优等生

2019-09-10

跌这么多不正常，小心大盘。

@NaNa说美股:$Medallia, Inc.(MDLA)$ $Zoom(ZM)$ $MongoDB Inc.(MDB)$ $CrowdStrike Holdings, Inc.(CRWD)$ 为什么这些之前被资本热捧的saas科技股，这些硬的不能再硬的花街宠儿，这俩天都跌的像马上要破产一样？昨天还是香喷喷的当红辣子鸡，今天就直接变成了腊鸡？

努力的优等生

2019-09-09

$Docusign(DOCU)$小call即安

去老虎APP查看更多动态

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Technologies(WORK)$//@往事成空:财报不差，GAAP亏的3.6亿有近3亿是dpo股薪，dpo股本季当ipo一样算GAAP，还搞个鸡毛，还是投资者要slack当季把3亿dpo股酬全赚回来才行，小散不懂还可以理解，机构和媒体也来搞一下就不可理谕了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/997496631","repostId":"997545402","repostType":1,"repost":{"id":997545402,"gmtCreate":1567653206205,"gmtModify":1704716531911,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"美国版钉钉Q2再爆亏，股价持续低迷为哪般？","htmlText":"Slack发布了上市以来第一份财报。$(WORK)$ 这家以技术堆栈起来的联系工作进程、提高工作效率的软件目前是北美市场最大的提供商。上市的时候也获得了不少期待。 在Q2，营收和Non-Gaap的EPS都超过预期，其中营收1.45亿美元，Bloomberg分析师给的目标范围是1.41-1.43亿美元，可以说超得还不少。Non-Gaap EPS每股亏损0.14美元，比预期的中值亏损0.18美元也好一些，但是GAAP的EPS却比预期差了很多，Bloomberg统计的预期范围在-0.16到-1.06，实际亏损了-0.98美元。 可以说，GAAP的净亏损扩大，是让投资者对它情绪变差的最重要因素，因此在盘后也大跌了13%。 （营收和净亏损GAAP） 从基本面上来说，Slack目前最大的问题是需要更多的市场费用来勉强保住市占率，因为它面临的最大对手是微软$(MSFT)$，而且微软的同类软件Team是内嵌在Office里面的，等于它掌握着最底层的渠道。 从股票上来说，Slack的一个天生弱势就是它不采用券商承销的方式进行IPO，而是用DPO的方式直接上场发行。这样就缺少对原始股东的限制，没有禁售期，所有早期股东都可以自由出售。这5亿股本的流通，在前期的确对公司股价造成了很大的压力，也难怪一直在阴跌。 即便是索罗斯入场，也没法给公司股价带来什么刺激，大鳄可能也被套了。","listText":"Slack发布了上市以来第一份财报。$(WORK)$ 这家以技术堆栈起来的联系工作进程、提高工作效率的软件目前是北美市场最大的提供商。上市的时候也获得了不少期待。 在Q2，营收和Non-Gaap的EPS都超过预期，其中营收1.45亿美元，Bloomberg分析师给的目标范围是1.41-1.43亿美元，可以说超得还不少。Non-Gaap EPS每股亏损0.14美元，比预期的中值亏损0.18美元也好一些，但是GAAP的EPS却比预期差了很多，Bloomberg统计的预期范围在-0.16到-1.06，实际亏损了-0.98美元。 可以说，GAAP的净亏损扩大，是让投资者对它情绪变差的最重要因素，因此在盘后也大跌了13%。 （营收和净亏损GAAP） 从基本面上来说，Slack目前最大的问题是需要更多的市场费用来勉强保住市占率，因为它面临的最大对手是微软$(MSFT)$，而且微软的同类软件Team是内嵌在Office里面的，等于它掌握着最底层的渠道。 从股票上来说，Slack的一个天生弱势就是它不采用券商承销的方式进行IPO，而是用DPO的方式直接上场发行。这样就缺少对原始股东的限制，没有禁售期，所有早期股东都可以自由出售。这5亿股本的流通，在前期的确对公司股价造成了很大的压力，也难怪一直在阴跌。 即便是索罗斯入场，也没法给公司股价带来什么刺激，大鳄可能也被套了。","text":"Slack发布了上市以来第一份财报。$(WORK)$ 这家以技术堆栈起来的联系工作进程、提高工作效率的软件目前是北美市场最大的提供商。上市的时候也获得了不少期待。 在Q2，营收和Non-Gaap的EPS都超过预期，其中营收1.45亿美元，Bloomberg分析师给的目标范围是1.41-1.43亿美元，可以说超得还不少。Non-Gaap EPS每股亏损0.14美元，比预期的中值亏损0.18美元也好一些，但是GAAP的EPS却比预期差了很多，Bloomberg统计的预期范围在-0.16到-1.06，实际亏损了-0.98美元。 可以说，GAAP的净亏损扩大，是让投资者对它情绪变差的最重要因素，因此在盘后也大跌了13%。 （营收和净亏损GAAP） 从基本面上来说，Slack目前最大的问题是需要更多的市场费用来勉强保住市占率，因为它面临的最大对手是微软$(MSFT)$，而且微软的同类软件Team是内嵌在Office里面的，等于它掌握着最底层的渠道。 从股票上来说，Slack的一个天生弱势就是它不采用券商承销的方式进行IPO，而是用DPO的方式直接上场发行。这样就缺少对原始股东的限制，没有禁售期，所有早期股东都可以自由出售。这5亿股本的流通，在前期的确对公司股价造成了很大的压力，也难怪一直在阴跌。 即便是索罗斯入场，也没法给公司股价带来什么刺激，大鳄可能也被套了。","images":[{"img":"https://static.tigerbbs.com/bc4fad37f4a74582018b60b70302b951"},{"img":"https://static.tigerbbs.com/997a0cfb77d317e965c5ef4fa5444f90"},{"img":"https://static.tigerbbs.com/86b094b89f8b85e760a3be7249562f5a"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/997545402","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"content":"比起Spotify，slack是真惨","text":"比起Spotify，slack是真惨","html":"比起Spotify，slack是真惨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":939515622,"gmtCreate":1569237977666,"gmtModify":1704718966646,"author":{"id":"3527667565028883","authorId":"3527667565028883","name":"努力的优等生","avatar":"https://static.tigerbbs.com/c35601525bd62a83ee9e25773411cb3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667565028883","authorIdStr":"3527667565028883"},"themes":[],"htmlText":"看看美国的二手车<a href=\"https://laohu8.com/S/CVNA\">$Carvana Co.(CVNA)$</a><a href=\"https://laohu8.com/S/CARG\">$Cargurus Inc.(CARG)$</a>，再看看<a href=\"https://laohu8.com/S/UXIN\">$优信(UXIN)$</a>，唉","listText":"看看美国的二手车<a href=\"https://laohu8.com/S/CVNA\">$Carvana Co.(CVNA)$</a><a href=\"https://laohu8.com/S/CARG\">$Cargurus Inc.(CARG)$</a>，再看看<a href=\"https://laohu8.com/S/UXIN\">$优信(UXIN)$</a>，唉","text":"看看美国的二手车$Carvana Co.(CVNA)$$Cargurus Inc.(CARG)$，再看看$优信(UXIN)$，唉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/939515622","isVote":1,"tweetType":1,"viewCount":3772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":939387604,"gmtCreate":1568812259408,"gmtModify":1704718365457,"author":{"id":"3527667565028883","authorId":"3527667565028883","name":"努力的优等生","avatar":"https://static.tigerbbs.com/c35601525bd62a83ee9e25773411cb3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667565028883","authorIdStr":"3527667565028883"},"themes":[],"htmlText":"为什么$Roku Inc(ROKU)$会跌呢？ROKU本来要抢康卡斯特的用户，在上一季度电话会议中，CEO明确对分析师表示，移动端不是主场，他们的目标是美国的有线电视用户。而现在康卡斯特自己推出了订阅频道，让ROKU的对手又多了一个。而康卡斯特的有线电视订阅用户，有近5500万。","listText":"为什么$Roku Inc(ROKU)$会跌呢？ROKU本来要抢康卡斯特的用户，在上一季度电话会议中，CEO明确对分析师表示，移动端不是主场，他们的目标是美国的有线电视用户。而现在康卡斯特自己推出了订阅频道，让ROKU的对手又多了一个。而康卡斯特的有线电视订阅用户，有近5500万。","text":"为什么$Roku Inc(ROKU)$会跌呢？ROKU本来要抢康卡斯特的用户，在上一季度电话会议中，CEO明确对分析师表示，移动端不是主场，他们的目标是美国的有线电视用户。而现在康卡斯特自己推出了订阅频道，让ROKU的对手又多了一个。而康卡斯特的有线电视订阅用户，有近5500万。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/939387604","repostId":"939385881","repostType":1,"repost":{"id":939385881,"gmtCreate":1568811574241,"gmtModify":1704718362526,"author":{"id":"3527667565028883","authorId":"3527667565028883","name":"努力的优等生","avatar":"https://static.tigerbbs.com/c35601525bd62a83ee9e25773411cb3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667565028883","authorIdStr":"3527667565028883"},"themes":[],"htmlText":"$康卡斯特(CMCSA)$ 康卡斯特(Comcast)今天公告宣布，Xfinity Flex现在包含在Xfinity的互联网订阅服务中，为数百万新老客户提供了在电视上轻松访问他们喜爱的流媒体服务和管理他们连接的家庭设备的能力。Xfinity Flex利用Xfinity X1技术来提供一个真正差异化的平台，并为流媒体优先的互联网客户带来难以置信的价值。 Xfinity Flex配备了可联网的4K超高清流媒体电视设备、屡获殊荣的Xfinity语音遥控器、重新设计的指南以及1万多部免费电影和电视节目。 轻松浏览包括Netflix、Amazon Prime Video、HBO、Showtime、YouTube、Amazon 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摩根士丹利和摩根大通承销的股票都特么难中，抢疯了。开盘再买点。","images":[{"img":"https://static.tigerbbs.com/3dc968088a0c184057c6ad6f6078c197","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958727492","isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":997093859,"gmtCreate":1567005835172,"gmtModify":1704715519549,"author":{"id":"3527667565028883","authorId":"3527667565028883","name":"努力的优等生","avatar":"https://static.tigerbbs.com/c35601525bd62a83ee9e25773411cb3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667565028883","authorIdStr":"3527667565028883"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a>[可爱]我认为Costco的股票什么时候买讲究不大，但期权最好的介入时机，很明显，已经错过了","listText":"<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a>[可爱]我认为Costco的股票什么时候买讲究不大，但期权最好的介入时机，很明显，已经错过了","text":"$好市多(COST)$[可爱]我认为Costco的股票什么时候买讲究不大，但期权最好的介入时机，很明显，已经错过了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/997093859","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995353979,"gmtCreate":1565851099190,"gmtModify":1704713250201,"author":{"id":"3527667565028883","authorId":"3527667565028883","name":"努力的优等生","avatar":"https://static.tigerbbs.com/c35601525bd62a83ee9e25773411cb3c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667565028883","authorIdStr":"3527667565028883"},"themes":[],"htmlText":"$Pivotal Software(PVTL)$ 领先的云原生平台提供商Pivotal Software，Inc。（纽约证券交易所代码：PVTL）证实，通过其董事会特别委员会，正在与VMware，Inc。（“VMware”）讨论潜在业务合并，我们正在就一项交易谈判最终协议，在这项交易中，VMware将以每股15美元的价格购买Pivotal 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