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老虎认证: 专注美股价值投资
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吴公价值投资
2021-09-26
美股投资感悟,小账户如何投资?
美股投资感悟,小账户如何投资?
$Snap Inc(SNAP)$
$Sea Ltd(SE)$
$InMode Ltd.(INMD)$
$MercadoLibre(MELI)$
$Shopify Inc(SHOP)$
美股投资感悟,小账户如何投资?
吴公价值投资
2021-09-27
股票的买入点与卖出点
股票的买入点与卖出点
$Asana, Inc.(ASAN)$
$Upstart Holdings, Inc.(UPST)$
$特斯拉(TSLA)$
$Atlassian Corporation PLC(TEAM)$
$IDEXX实验室(IDXX)$
股票的买入点与卖出点
吴公价值投资
2021-08-09
高增长的小盘股EXPI、INMD; 下周财报的几支成长股APPS, FUBO, PUBM
高增长的小盘股EXPI、INMD; 下周财报的几支成长股APPS, FUBO, PUBM
$fuboTV Inc.(FUBO)$
$eXp World Holdings, Inc.(EXPI)$
$PubMatic, Inc.(PUBM)$
高增长的小盘股EXPI、INMD; 下周财报的几支成长股APPS, FUBO, PUBM
吴公价值投资
2020-12-02
介绍一支严重低估的高成长股:YALA
本视频介绍了一支严重低估的高成长股
$Yalla Group(YALA)$
介绍一支严重低估的高成长股:YALA
吴公价值投资
2020-12-15
Rush Street Interactive (RSI)通过壳公司DMYT上市,值得投资吗?
Rush Street Interactive (RSI)通过壳公司DMYT上市,值得投资吗?
$dMY Technology Group Inc(DMYT)$
%
Rush Street Interactive (RSI)通过壳公司DMYT上市,值得投资吗?
吴公价值投资
2020-12-09
AFRM IPO: 有可能取代信用卡的业务吗?
AFRM在2020年12 月份IPO: 它采用分期付款而且低利率的模式。它的目标是与信用卡的业务竞争。
$Affirm Holdings, Inc.(AFRM)$
$Visa(V)$
$万事达(MA)$
$PayPal(PYPL)$
AFRM IPO: 有可能取代信用卡的业务吗?
吴公价值投资
2021-10-05
纳指跌到了关键点位,应该抄底吗?
纳指跌到了关键点位,应该抄底吗?
纳指跌到了关键点位,应该抄底吗?
吴公价值投资
2020-12-17
Fubo: 下一个NFLX?
本视频对FUBO的发展前景进行了分析。
$fuboTV Inc.(FUBO)$
$Roku Inc(ROKU)$
$Netflix, Inc.(NFLX)$
Fubo: 下一个NFLX?
吴公价值投资
2021-01-20
工作流(workflow)管理SAAS系统公司介绍
工作流(workflow)管理SAAS系统公司介绍:
$ServiceNow(NOW)$
$Asana, Inc.(ASAN)$
$PagerDuty, Inc.(PD)$
$Smartsheet(SMAR)$
$Anaplan Inc.(PLAN)$
工作流(workflow)管理SAAS系统公司介绍
吴公价值投资
2021-05-10
通货膨胀下的投资机会:原材料(Basic Materials)
通货膨胀下的投资机会:原材料(Basic Materials)
通货膨胀下的投资机会:原材料(Basic Materials)
吴公价值投资
2021-09-30
长期投资信息技术龙头股近二十年的表现
长期投资信息技术龙头股近二十年的表现
$Facebook(FB)$
$亚马逊(AMZN)$
$Netflix, Inc.(NFLX)$
$谷歌A(GOOGL)$
长期投资信息技术龙头股近二十年的表现
吴公价值投资
2020-10-12
太阳能公司值得投资吗?
1、太阳能产业持续增长,预计年增长率为15%,到2025年达到$23 Billion. 但其受政策影响很大,2021年的Solar Investment Tax Credit (ITC)是否能继续对其产业影响巨大; 2、在太阳能板的制作方面,美国(FSLR)和加拿大(CSIQ)公司的利润微薄,不值得投资;中国的公司的营收增长DQ最好,JKS次之; 3、在太阳能板安装方面,Sunrun (RUN)的营收持续增长,但利润微薄,基本靠政府补贴; 4、在太阳能直流交流转换器的公司中, SolarEdge (SEDG)比较成熟,ENPH近年来增长强劲。
$第一太阳能(FSLR)$
$阿特斯太阳能(CSIQ)$
$大全新能源(DQ)$
$晶科能源(JKS)$
$Sunrun Inc.(RUN)$
$SolarEdge Technologies, Inc.(SEDG)$
太阳能公司值得投资吗?
吴公价值投资
2021-09-16
高增长的电子商务公司:AMZN, SHOP, SE, MELI, GLBE
高增长的电子商务公司:
$亚马逊(AMZN)$
,
$Shopify Inc(SHOP)$
,
$Sea Ltd(SE)$
,
$MercadoLibre(MELI)$
,
$Global-E Online Ltd.(GLBE)$
高增长的电子商务公司:AMZN, SHOP, SE, MELI, GLBE
吴公价值投资
2020-11-25
GRWG: 一个可以长期持有的大麻股?
本视频介绍了一支可以长期持有的高增长的大麻股
$GrowGeneration Corp.(GRWG)$
GRWG: 一个可以长期持有的大麻股?
吴公价值投资
2021-10-31
INMD的财报分析
INMD的财报分析
$InMode Ltd.(INMD)$
INMD的财报分析
吴公价值投资
2021-01-10
介绍三个公司:VLDR, PRPL, MWK
介绍三个公司:VLDR, PRPL, MWK
$Velodyne Lidar Inc(VLDR)$
$Purple Innovation Inc.(PRPL)$
$Mohawk Group Holdings(MWK)$
介绍三个公司:VLDR, PRPL, MWK
吴公价值投资
2021-09-23
投资美股的几个误区
投资美股的几个误区
$亚马逊(AMZN)$
$梅西百货(M)$
$ContextLogic Inc.(WISH)$
投资美股的几个误区
吴公价值投资
2020-12-06
SUMO: 一个有争议的SAAS公司
本视频介绍了
$Sumo Logic, Inc.(SUMO)$
, 一个有争议的SAAS公司。
SUMO: 一个有争议的SAAS公司
吴公价值投资
2021-09-12
网络安全公司:CRWD, ZS, FTNT, PANW; 追高买入点:DOCS, ASAN, UPST, AFRM
网络安全公司:CRWD
$CrowdStrike Holdings, Inc.(CRWD)$
, ZS
$Zscaler Inc.(ZS)$
, FTNT
$飞塔信息(FTNT)$
, PANW; 追高买入点:DOCS
$Doximity, Inc.(DOCS)$
, ASAN, UPST
$Upstart Holdings, Inc.(UPST)$
, AFRM
网络安全公司:CRWD, ZS, FTNT, PANW; 追高买入点:DOCS, ASAN, UPST, AFRM
吴公价值投资
2021-08-22
介绍一支高增长的医疗科技股: DOCS
介绍一支高增长的医疗科技股: DOCS
$Doximity, Inc.(DOCS)$
介绍一支高增长的医疗科技股: DOCS
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Ltd.(INMD)$","images":[{"img":"https://static.tigerbbs.com/9b9a0fca50d6b76eadcdf6f50bc6d0fc","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":12,"repostSize":2,"link":"https://laohu8.com/post/862233027","isVote":1,"tweetType":2,"object":{"id":"3a52e5e9c9c94fcda2e29231743f60fc","tweetId":"862233027","videoUrl":"https://1254107296.vod2.myqcloud.com/b94982e0voduse1254107296/7e63ae8e3701925924988097501/LgcHz71FFLYA.mp4","poster":"https://static.tigerbbs.com/9b9a0fca50d6b76eadcdf6f50bc6d0fc"},"viewCount":37756,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000229","authorId":"9000000000000229","name":"价格优先","avatar":"https://static.tigerbbs.com/0eb1ca619238a10298cbe1a12b942794","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000229","authorIdStr":"9000000000000229"},"content":"苹果和英伟达应该跌了几天了,但是感觉应该只是短期受美债收益的影响,后期还是会起来的。特别是苹果,iPhone 13在亚太很吃香","text":"苹果和英伟达应该跌了几天了,但是感觉应该只是短期受美债收益的影响,后期还是会起来的。特别是苹果,iPhone 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href=\"https://laohu8.com/S/ASAN\">$Asana, Inc.(ASAN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TEAM\">$Atlassian Corporation PLC(TEAM)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/IDXX\">$IDEXX实验室(IDXX)$</a> ","text":"股票的买入点与卖出点 $Asana, Inc.(ASAN)$ $Upstart Holdings, Inc.(UPST)$ $特斯拉(TSLA)$ $Atlassian Corporation PLC(TEAM)$ 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$PayPal(PYPL)$","images":[{"img":"https://static.tigerbbs.com/263978132b866de8e3c6c171c0abd698","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":138,"commentSize":34,"repostSize":24,"link":"https://laohu8.com/post/392229155","isVote":1,"tweetType":2,"object":{"id":"177eeed9d32547e88222d6871beea562","tweetId":"392229155","videoUrl":"https://1254107296.vod2.myqcloud.com/6d712588vodtransuse1254107296/8c6a5faa5285890810784074252/v.f30.mp4","poster":"https://static.tigerbbs.com/263978132b866de8e3c6c171c0abd698"},"viewCount":27867,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556426535932414","authorId":"3556426535932414","name":"Russellj","avatar":"https://static.tigerbbs.com/2a39a9c3243bf6152922121089ec8b57","crmLevel":3,"crmLevelSwitch":0,"idStr":"3556426535932414","authorIdStr":"3556426535932414"},"content":"是不是类似支付宝花呗?","text":"是不是类似支付宝花呗?","html":"是不是类似支付宝花呗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820597124,"gmtCreate":1633399951517,"gmtModify":1710130792358,"author":{"id":"3565521486666378","authorId":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565521486666378","authorIdStr":"3565521486666378"},"themes":[],"title":"纳指跌到了关键点位,应该抄底吗?","htmlText":"\n \n \n 纳指跌到了关键点位,应该抄底吗?\n \n","listText":"纳指跌到了关键点位,应该抄底吗?","text":"纳指跌到了关键点位,应该抄底吗?","images":[{"img":"https://static.tigerbbs.com/1df2a7b66d6770df08849a8cb697b8f7","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":192,"commentSize":33,"repostSize":8,"link":"https://laohu8.com/post/820597124","isVote":1,"tweetType":2,"object":{"id":"c2b30d06e0c84f25b303bc776e4f3665","tweetId":"820597124","videoUrl":"https://1254107296.vod2.myqcloud.com/b94982e0voduse1254107296/26a6d44f3701925925229778291/CIrmlMjHcCMA.mp4","poster":"https://static.tigerbbs.com/1df2a7b66d6770df08849a8cb697b8f7"},"viewCount":42043,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558564273882535","authorId":"3558564273882535","name":"pzpp","avatar":"https://static.tigerbbs.com/f1910ec7d43b4365db94664ad96e6c7f","crmLevel":5,"crmLevelSwitch":0,"idStr":"3558564273882535","authorIdStr":"3558564273882535"},"content":"docs现在价格估值还是算小贵吗?glbe居然今天尾盘跌了,其他都在涨不知道为什么?谢谢老师回复","text":"docs现在价格估值还是算小贵吗?glbe居然今天尾盘跌了,其他都在涨不知道为什么?谢谢老师回复","html":"docs现在价格估值还是算小贵吗?glbe居然今天尾盘跌了,其他都在涨不知道为什么?谢谢老师回复"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397919648,"gmtCreate":1608156881784,"gmtModify":1710130792426,"author":{"id":"3565521486666378","authorId":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565521486666378","authorIdStr":"3565521486666378"},"themes":[],"title":"Fubo: 下一个NFLX?","htmlText":"\n \n \n 本视频对FUBO的发展前景进行了分析。<a target=\"_blank\" href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> \n \n","listText":"本视频对FUBO的发展前景进行了分析。<a target=\"_blank\" href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> ","text":"本视频对FUBO的发展前景进行了分析。$fuboTV Inc.(FUBO)$ $Roku Inc(ROKU)$ $Netflix, Inc.(NFLX)$","images":[{"img":"https://static.tigerbbs.com/c11c4f59fd6cbf61545f4941485dbcd8","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":91,"commentSize":29,"repostSize":21,"link":"https://laohu8.com/post/397919648","isVote":1,"tweetType":2,"object":{"id":"0628ec9040cc40cc92af12a26947e501","tweetId":"397919648","videoUrl":"https://1254107296.vod2.myqcloud.com/63cbdbbfvodtransca1254107296/9541fc0b5285890810784407271/v.f30.mp4","poster":"https://static.tigerbbs.com/c11c4f59fd6cbf61545f4941485dbcd8"},"viewCount":49163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"740450932848","authorId":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":8,"crmLevelSwitch":0,"idStr":"740450932848","authorIdStr":"740450932848"},"content":"感谢老师解读我的持仓$fuboTV Inc.(FUBO)$ 上市时候关注过没买,因为不懂体育赛事,后来从不到10块涨到20块我就一直看着,想想流媒体公司市值才10几亿,疫情利好行业就买了一些一直放着。","text":"感谢老师解读我的持仓$fuboTV Inc.(FUBO)$ 上市时候关注过没买,因为不懂体育赛事,后来从不到10块涨到20块我就一直看着,想想流媒体公司市值才10几亿,疫情利好行业就买了一些一直放着。","html":"感谢老师解读我的持仓$fuboTV Inc.(FUBO)$ 上市时候关注过没买,因为不懂体育赛事,后来从不到10块涨到20块我就一直看着,想想流媒体公司市值才10几亿,疫情利好行业就买了一些一直放着。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337821288,"gmtCreate":1611118792944,"gmtModify":1703748115900,"author":{"id":"3565521486666378","authorId":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565521486666378","authorIdStr":"3565521486666378"},"themes":[],"title":"工作流(workflow)管理SAAS系统公司介绍","htmlText":"\n \n \n 工作流(workflow)管理SAAS系统公司介绍:<a target=\"_blank\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ASAN\">$Asana, Inc.(ASAN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PD\">$PagerDuty, Inc.(PD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SMAR\">$Smartsheet(SMAR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PLAN\">$Anaplan Inc.(PLAN)$</a> \n \n","listText":"工作流(workflow)管理SAAS系统公司介绍:<a target=\"_blank\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/ASAN\">$Asana, Inc.(ASAN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PD\">$PagerDuty, Inc.(PD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SMAR\">$Smartsheet(SMAR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PLAN\">$Anaplan Inc.(PLAN)$</a> ","text":"工作流(workflow)管理SAAS系统公司介绍:$ServiceNow(NOW)$ $Asana, Inc.(ASAN)$ $PagerDuty, Inc.(PD)$ $Smartsheet(SMAR)$ $Anaplan Inc.(PLAN)$","images":[{"img":"https://static.tigerbbs.com/6cf2d19b3a61a69ab623db613f9d0659","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":75,"commentSize":17,"repostSize":14,"link":"https://laohu8.com/post/337821288","isVote":1,"tweetType":2,"object":{"id":"c1ff79cec54f4281ba7731ad340f859e","tweetId":"337821288","videoUrl":"https://1254107296.vod2.myqcloud.com/63cbdbbfvodtransca1254107296/a715d1b35285890811940866266/v.f30.mp4","poster":"https://static.tigerbbs.com/6cf2d19b3a61a69ab623db613f9d0659"},"viewCount":17361,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528334269263487","authorId":"3528334269263487","name":"小狮子18","avatar":"https://static.tigerbbs.com/f55f2e41b3397f8fb9d91792409257ab","crmLevel":2,"crmLevelSwitch":0,"idStr":"3528334269263487","authorIdStr":"3528334269263487"},"content":"吴公,感谢你的分享,非常棒 [微笑] [微笑]","text":"吴公,感谢你的分享,非常棒 [微笑] [微笑]","html":"吴公,感谢你的分享,非常棒 [微笑] [微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190390852,"gmtCreate":1620585621376,"gmtModify":1620644485997,"author":{"id":"3565521486666378","authorId":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565521486666378","authorIdStr":"3565521486666378"},"themes":[],"title":"通货膨胀下的投资机会:原材料(Basic Materials)","htmlText":"\n \n \n 通货膨胀下的投资机会:原材料(Basic Materials)\n \n","listText":"通货膨胀下的投资机会:原材料(Basic Materials)","text":"通货膨胀下的投资机会:原材料(Basic Materials)","images":[{"img":"https://static.tigerbbs.com/457370f2ab5d2004c4bfd1573ee28969","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":64,"commentSize":19,"repostSize":14,"link":"https://laohu8.com/post/190390852","isVote":1,"tweetType":2,"object":{"id":"0527fb0771de485cad9d4728010d59c7","tweetId":"190390852","videoUrl":"https://1254107296.vod2.myqcloud.com/b94982e0voduse1254107296/6f703e8f5285890817654070429/Oj6NHhbsDfsA.mp4","poster":"https://static.tigerbbs.com/457370f2ab5d2004c4bfd1573ee28969"},"viewCount":19620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865139280,"gmtCreate":1632960042626,"gmtModify":1710130792276,"author":{"id":"3565521486666378","authorId":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565521486666378","authorIdStr":"3565521486666378"},"themes":[],"title":"长期投资信息技术龙头股近二十年的表现","htmlText":"\n \n \n 长期投资信息技术龙头股近二十年的表现<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> \n \n","listText":"长期投资信息技术龙头股近二十年的表现<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> ","text":"长期投资信息技术龙头股近二十年的表现$Facebook(FB)$ $亚马逊(AMZN)$ $Netflix, Inc.(NFLX)$ $谷歌A(GOOGL)$","images":[{"img":"https://static.tigerbbs.com/670dbc40bce50e34ffa85e8431dae1d3","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":74,"commentSize":17,"repostSize":12,"link":"https://laohu8.com/post/865139280","isVote":1,"tweetType":2,"object":{"id":"a4651a15c1d64a80840e66a799e36a5b","tweetId":"865139280","videoUrl":"https://1254107296.vod2.myqcloud.com/8ce1ee17vodca1254107296/09cfc0c93701925924990391245/Ldnhqgtd88gA.mp4","poster":"https://static.tigerbbs.com/670dbc40bce50e34ffa85e8431dae1d3"},"viewCount":76251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000236","authorIdStr":"9000000000000236"},"content":"Netfix是近几年的吧,已经能和这些巨头相提并论了?","text":"Netfix是近几年的吧,已经能和这些巨头相提并论了?","html":"Netfix是近几年的吧,已经能和这些巨头相提并论了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300781605,"gmtCreate":1602439812507,"gmtModify":1703826580726,"author":{"id":"3565521486666378","authorId":"3565521486666378","name":"吴公价值投资","avatar":"https://static.tigerbbs.com/877ded2d1bd27e00e192524999a3a640","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565521486666378","authorIdStr":"3565521486666378"},"themes":[],"title":"太阳能公司值得投资吗?","htmlText":"\n \n \n 1、太阳能产业持续增长,预计年增长率为15%,到2025年达到$23 Billion. 但其受政策影响很大,2021年的Solar Investment Tax Credit (ITC)是否能继续对其产业影响巨大; 2、在太阳能板的制作方面,美国(FSLR)和加拿大(CSIQ)公司的利润微薄,不值得投资;中国的公司的营收增长DQ最好,JKS次之; 3、在太阳能板安装方面,Sunrun (RUN)的营收持续增长,但利润微薄,基本靠政府补贴; 4、在太阳能直流交流转换器的公司中, SolarEdge (SEDG)比较成熟,ENPH近年来增长强劲。 <a target=\"_blank\" href=\"https://laohu8.com/S/FSLR\">$第一太阳能(FSLR)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CSIQ\">$阿特斯太阳能(CSIQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/DQ\">$大全新能源(DQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/RUN\">$Sunrun Inc.(RUN)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/SEDG\">$SolarEdge Technologies, Inc.(SEDG)$</a>\n \n","listText":"1、太阳能产业持续增长,预计年增长率为15%,到2025年达到$23 Billion. 但其受政策影响很大,2021年的Solar Investment Tax Credit (ITC)是否能继续对其产业影响巨大; 2、在太阳能板的制作方面,美国(FSLR)和加拿大(CSIQ)公司的利润微薄,不值得投资;中国的公司的营收增长DQ最好,JKS次之; 3、在太阳能板安装方面,Sunrun (RUN)的营收持续增长,但利润微薄,基本靠政府补贴; 4、在太阳能直流交流转换器的公司中, SolarEdge (SEDG)比较成熟,ENPH近年来增长强劲。 <a target=\"_blank\" href=\"https://laohu8.com/S/FSLR\">$第一太阳能(FSLR)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CSIQ\">$阿特斯太阳能(CSIQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/DQ\">$大全新能源(DQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/RUN\">$Sunrun Inc.(RUN)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/SEDG\">$SolarEdge Technologies, Inc.(SEDG)$</a>","text":"1、太阳能产业持续增长,预计年增长率为15%,到2025年达到$23 Billion. 但其受政策影响很大,2021年的Solar Investment Tax Credit (ITC)是否能继续对其产业影响巨大; 2、在太阳能板的制作方面,美国(FSLR)和加拿大(CSIQ)公司的利润微薄,不值得投资;中国的公司的营收增长DQ最好,JKS次之; 3、在太阳能板安装方面,Sunrun (RUN)的营收持续增长,但利润微薄,基本靠政府补贴; 4、在太阳能直流交流转换器的公司中, SolarEdge (SEDG)比较成熟,ENPH近年来增长强劲。 $第一太阳能(FSLR)$$阿特斯太阳能(CSIQ)$$大全新能源(DQ)$$晶科能源(JKS)$$Sunrun Inc.(RUN)$$SolarEdge Technologies, Inc.(SEDG)$","images":[{"img":"https://static.tigerbbs.com/559426fbb7cfd393a6b5941de1580c27","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":38,"commentSize":29,"repostSize":12,"link":"https://laohu8.com/post/300781605","isVote":1,"tweetType":2,"object":{"id":"852d33a700a748f6a82daeba6a1c80dd","tweetId":"300781605","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/bc9938935285890807446646273/v.f30.mp4","poster":"https://static.tigerbbs.com/559426fbb7cfd393a6b5941de1580c27"},"viewCount":41103,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"本周有一只太阳能新股上市$ATI Intermediate Holdings, LLC(ARRY)$ ,大家可以提前看看行业情况。 风口变得太快了,前一阵子还是云,这一阵又变成太阳能了[捂脸]","text":"本周有一只太阳能新股上市$ATI Intermediate 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href=\"https://laohu8.com/S/GLBE\">$Global-E Online Ltd.(GLBE)$</a> \n \n","listText":"高增长的电子商务公司:<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> , <a target=\"_blank\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> , <a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> , <a target=\"_blank\" href=\"https://laohu8.com/S/MELI\">$MercadoLibre(MELI)$</a> , <a target=\"_blank\" href=\"https://laohu8.com/S/GLBE\">$Global-E Online Ltd.(GLBE)$</a> ","text":"高增长的电子商务公司:$亚马逊(AMZN)$ , $Shopify Inc(SHOP)$ , $Sea Ltd(SE)$ , $MercadoLibre(MELI)$ , $Global-E Online 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