小志_5051的个人主页 - 老虎社区

小志_5051

小志_5051

暂无个人介绍

IP属地：江西

22关注

1粉丝

11主题

0勋章

2020-11-27

$小鹏汽车(XPEV)$解套以后绝不会再买小鹏[笑哭]

2020-12-11

$蔚来(NIO)$最喜欢看评论区的帖子，感觉大神很多，为什么我是资深韭菜呢，挣点钱真不容易，我还是继续搬砖吧，一夜暴富还是算了，祝各位财富值翻5番

2021-02-03

$小鹏汽车(XPEV)$好处不胜寒，起舞弄清影，何似在人间。成本价72.5，何时上60以上解个套[愤怒]

2020-11-25

$蔚来(NIO)$我承认我有点慌了[流泪] [流泪] [流泪] [流泪] [捂脸] [捂脸] [捂脸] [喷血] [喷血]

2020-12-08

$逸仙电商(YSG)$最后悔的就是持仓了这个垃圾股和小鹏汽车，什么时候解套呀，浪费了多少好行情，中概股就是坑

2020-06-10

$达美航空(DAL)$我有点慌了，昨天那么好的机会没出手

2020-11-21

$逸仙电商(YSG)$作为小散户，打新最成功的一次[龇牙]

2021-02-25

$小鹏汽车(XPEV)$有前途

2020-04-09

$爱奇艺(IQ)$难道做空失败吗？

2021-01-19

$Affirm Holdings, Inc.(AFRM)$起飞吧，到200

2020-11-27

$逸仙电商(YSG)$半死不活的股票

2020-11-24

$梅西百货(M)$应该可以空了吧

2020-06-10

$达美航空(DAL)$我有点慌了

2020-04-17

$美国原油ETF(USO)$唉，贴吧里大多数都是跟我一样被套的哥们吗？为什么这货跌个不停呀

2023-01-25

$特斯拉(TSLA)$

2021-02-11

$Tilray Inc.(TLRY)$盘前进，盘前割，还好割的及时，跟风注定是当韭菜

04-30

我的成本价24，都亏没了

抱歉，原内容已删除

2021-02-19

$Palantir Technologies Inc.(PLTR)$没子弹了买了一手期权

2021-02-09

$比亚迪(002594)$估计会长时间阴跌

2021-02-03

竟然无法做空

抱歉，原内容已删除

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href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>最后悔的就是持仓了这个垃圾股和小鹏汽车，什么时候解套呀，浪费了多少好行情，中概股就是坑","text":"$逸仙电商(YSG)$最后悔的就是持仓了这个垃圾股和小鹏汽车，什么时候解套呀，浪费了多少好行情，中概股就是坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/392340814","isVote":1,"tweetType":1,"viewCount":2862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391663970,"gmtCreate":1606644415790,"gmtModify":1703843766234,"author":{"id":"3547680137408708","authorId":"3547680137408708","name":"小志_5051","avatar":"https://static.tigerbbs.com/e03becae7f5c35083691aed1870c47c1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547680137408708","authorIdStr":"3547680137408708"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391663970","repostId":"391882244","repostType":1,"repost":{"id":391882244,"gmtCreate":1606552699288,"gmtModify":1710138771435,"author":{"id":"3567605185728574","authorId":"3567605185728574","name":"Ericaaaaaa","avatar":"https://static.tigerbbs.com/6b677b359e9811e02b07dc8659fc471a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567605185728574","authorIdStr":"3567605185728574"},"themes":[],"title":"美帝霸权捍卫者？我还要不要上车？Palantir到底是干嘛的（其二）","htmlText":"昨天的帖子，算是我工作之外写的人生中第一篇分析长文，竟能登上老虎时下热榜第三，浏览量近10w，不到24小时粉丝增加两百多，有点受宠若惊。在此感谢小编给流量+各位虎友抬爱。这跟我们工作是一个道理：认真做事，坚持为你服务的客户交付独一无二的价值，就一定能得到认可，只是早晚的问题。前天发帖子说PLTR回调到20就会建仓，虎友们都说我太天真，结果昨天就碰上香橼做空，目标价20。虽然我也觉得基本注定失败，但心里还是给香橼加加油，你可努力努力，让我上个车吧……为了感谢各位的关爱，也为了让各位有更多的信息判断，回调之后要不要上车，在此对昨天留言中大家问道的一些问题进行补全。上一篇没有看的童鞋们先去补课。<a href=\"https://laohu8.com/TW/391982813\" target=\"_blank\">Palantir到底是干嘛的？其业务护城河是什么？</a>招股说明中的公司六大核心竞争力个人觉得高度概括，而且有点意思： 公司派驻大量业务人员深入客户业务，定位解析问题。这点当然也带来了高销管费用。 为企业带来政府级的安全，为政府带来了商业部门的广泛经验。我跨界，我自豪。 Apollo中间平台，消除SaaS了服务操作环境的约束，“Powering SaaS Where No SaaS Before”。这确实是核心竞争力，没有这项能力，根本做不了政府业务。 产品为跨行业跨部门的用户提供了一个通用分析决策平台。 与客户保持良好的长期战略合作关系。截至19年底，前20位的客户已平均与PLTR合作6.6年。 “我们已经选择了阵营(We have chosen sides)”。这点说的很明白了，PLTR是为美国及其盟友服务的公司。公司把这点放在核心竞争力里面，有趣。他们认为这种清晰的界限对于政府和商业客户是至关重要的。CEO Alex Karp在接受媒体采访时明确表示“为了全球的和平与","listText":"昨天的帖子，算是我工作之外写的人生中第一篇分析长文，竟能登上老虎时下热榜第三，浏览量近10w，不到24小时粉丝增加两百多，有点受宠若惊。在此感谢小编给流量+各位虎友抬爱。这跟我们工作是一个道理：认真做事，坚持为你服务的客户交付独一无二的价值，就一定能得到认可，只是早晚的问题。前天发帖子说PLTR回调到20就会建仓，虎友们都说我太天真，结果昨天就碰上香橼做空，目标价20。虽然我也觉得基本注定失败，但心里还是给香橼加加油，你可努力努力，让我上个车吧……为了感谢各位的关爱，也为了让各位有更多的信息判断，回调之后要不要上车，在此对昨天留言中大家问道的一些问题进行补全。上一篇没有看的童鞋们先去补课。<a href=\"https://laohu8.com/TW/391982813\" target=\"_blank\">Palantir到底是干嘛的？其业务护城河是什么？</a>招股说明中的公司六大核心竞争力个人觉得高度概括，而且有点意思： 公司派驻大量业务人员深入客户业务，定位解析问题。这点当然也带来了高销管费用。 为企业带来政府级的安全，为政府带来了商业部门的广泛经验。我跨界，我自豪。 Apollo中间平台，消除SaaS了服务操作环境的约束，“Powering SaaS Where No SaaS Before”。这确实是核心竞争力，没有这项能力，根本做不了政府业务。 产品为跨行业跨部门的用户提供了一个通用分析决策平台。 与客户保持良好的长期战略合作关系。截至19年底，前20位的客户已平均与PLTR合作6.6年。 “我们已经选择了阵营(We have chosen sides)”。这点说的很明白了，PLTR是为美国及其盟友服务的公司。公司把这点放在核心竞争力里面，有趣。他们认为这种清晰的界限对于政府和商业客户是至关重要的。CEO Alex Karp在接受媒体采访时明确表示“为了全球的和平与","text":"昨天的帖子，算是我工作之外写的人生中第一篇分析长文，竟能登上老虎时下热榜第三，浏览量近10w，不到24小时粉丝增加两百多，有点受宠若惊。在此感谢小编给流量+各位虎友抬爱。这跟我们工作是一个道理：认真做事，坚持为你服务的客户交付独一无二的价值，就一定能得到认可，只是早晚的问题。前天发帖子说PLTR回调到20就会建仓，虎友们都说我太天真，结果昨天就碰上香橼做空，目标价20。虽然我也觉得基本注定失败，但心里还是给香橼加加油，你可努力努力，让我上个车吧……为了感谢各位的关爱，也为了让各位有更多的信息判断，回调之后要不要上车，在此对昨天留言中大家问道的一些问题进行补全。上一篇没有看的童鞋们先去补课。Palantir到底是干嘛的？其业务护城河是什么？招股说明中的公司六大核心竞争力个人觉得高度概括，而且有点意思： 公司派驻大量业务人员深入客户业务，定位解析问题。这点当然也带来了高销管费用。 为企业带来政府级的安全，为政府带来了商业部门的广泛经验。我跨界，我自豪。 Apollo中间平台，消除SaaS了服务操作环境的约束，“Powering SaaS Where No SaaS Before”。这确实是核心竞争力，没有这项能力，根本做不了政府业务。 产品为跨行业跨部门的用户提供了一个通用分析决策平台。 与客户保持良好的长期战略合作关系。截至19年底，前20位的客户已平均与PLTR合作6.6年。 “我们已经选择了阵营(We have chosen sides)”。这点说的很明白了，PLTR是为美国及其盟友服务的公司。公司把这点放在核心竞争力里面，有趣。他们认为这种清晰的界限对于政府和商业客户是至关重要的。CEO Alex Karp在接受媒体采访时明确表示“为了全球的和平与","images":[{"img":"https://static.tigerbbs.com/40d82571ba3eb458accda7d75aa968fd","width":"688","height":"417"},{"img":"https://static.tigerbbs.com/fc277826b155c8bedd29cd17881e0350","width":"378","height":"376"},{"img":"https://static.tigerbbs.com/cd54b2fbcc9667e7119f015be7293e49","width":"688","height":"362"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391882244","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391663017,"gmtCreate":1606644290039,"gmtModify":1703843766407,"author":{"id":"3547680137408708","authorId":"3547680137408708","name":"小志_5051","avatar":"https://static.tigerbbs.com/e03becae7f5c35083691aed1870c47c1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547680137408708","authorIdStr":"3547680137408708"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391663017","repostId":"391982813","repostType":1,"repost":{"id":391982813,"gmtCreate":1606468789532,"gmtModify":1710138771565,"author":{"id":"3567605185728574","authorId":"3567605185728574","name":"Ericaaaaaa","avatar":"https://static.tigerbbs.com/6b677b359e9811e02b07dc8659fc471a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567605185728574","authorIdStr":"3567605185728574"},"themes":[],"title":"Palantir到底是干嘛的？其业务护城河是什么？","htmlText":"作为一枚ICT行业资深打工人，我对SaaS独角兽的关注是远超其他行业公司的。它们能从根本上提升企业运行效率，为世界带来巨变。大蓝筹上车感觉好不甘心<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>&nbsp;，Snowflake<a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a>&nbsp;这种P/S 100+的车风险又太大不敢上，感到不开心……对于已经吃到Palantir肉的童鞋，现在肯定不是止盈的时刻。但最近Palantir的暴涨，个人认为是市场对板块的情绪和公司消息面共同驱动的结果，并不是公司业务有了实质性的进展，所以对于我这种没上车的小朋友，核心问题是，Palantir是不是值得长期投资的标的？泡沫破裂后，公司业务能否有实质性的增长，是否能给市场足够的信心，支撑股价长期上涨？再进一步聚焦，Palantir的业务护城河是什么，是否给客户提供了不可替代的价值？所以我们今天不谈创始人八卦，财务表现，客户资源，来看一看公司核心竞争力到底是什么，它计划要如何改变世界。<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;特别提醒，本人非SaaS行业从业者，以下内容完全原创，如有解释不当，烦请专业人士斧正，我是一个有偶像包袱的小花，不接受说话难听的评论。Palantir是做什么的相信大部分人了解这个公司，是从“抓获本拉登”这个关键字开始的。我最开始研究Palantir，是通过他们自己的一个投资者宣讲视频，里面吹的神乎其神，扬言竞品只关注客户的过去，PLTR可以帮助客户预","listText":"作为一枚ICT行业资深打工人，我对SaaS独角兽的关注是远超其他行业公司的。它们能从根本上提升企业运行效率，为世界带来巨变。大蓝筹上车感觉好不甘心<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>&nbsp;，Snowflake<a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a>&nbsp;这种P/S 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