Aerotyne的个人主页 - 老虎社区

Aerotyne

Aerotyne

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2021-06-17

这个。。。好像是小偷。。。

媒体报道：快手医疗品牌小愉亮相天眼查显示其此前已注册小愉商标

2021-06-10

$Skillz Inc(SKLZ)$见好就收，可能又要来一波调整了

2021-06-08

$C3.ai, Inc.(AI)$短期趋势58块多就是底部了，已经开始反弹了，要上的赶紧上

2021-06-02

$老虎证券(TIGR)$后悔在12块钱的时候没有把其他股票都清仓了买老虎[流泪]

2021-05-20

16块2买了一大笔，希望雅乐能够再创奇迹

抱歉，原内容已删除

2021-05-18

$Skillz Inc(SKLZ)$纪念意义的一刻，从37持仓一路追到加仓做t终于拉下来了

2021-05-12

$Jumia Technologies AG(JMIA)$昨晚从23起跌，一路向深渊进发，我在22，20，18的时候分别一路加仓，一路跟着向深渊进发，我的账户不断缩水，心想这下完犊子了，结果早上一看都回来了。。。股市就是和反人性做斗争啊

2021-05-11

$Jumia Technologies AG(JMIA)$财报出了暴雷了？

2021-04-27

$Senseonics Holdings,Inc.(SENS)$好猛的盘前。。。买不起了

2021-04-22

$Skillz Inc(SKLZ)$应该都是大盘在消化bill huang和游戏驿站后续的影响，又需要拉大盘股所以一顿杀这些成长股，杀差不多了就可以抄底了。而且昨晚盘前真的是哀鸿遍野很多人像我自己差点都要清仓离场了

2021-04-16

$CPS Technologies Corp(CPSH)$耐心等待再爆发吧

2021-04-15

$Skillz Inc(SKLZ)$又来了，天天开盘就大跌，盘前再由可怜的散户们接接盘

2021-04-09

Sklz已经跌成狗了这一个月，自从增发之后一个月内从27跌到17，一路追着加仓真的是太难了

这三只股获“女股神”垂青，谁能为投资者带来惊喜？

2021-04-09

Sklz已经跌成狗了这一个月，自从增发之后一个月内从27跌到17，一路追着加仓真的是太难了

这三只股获“女股神”垂青，谁能为投资者带来惊喜？

2021-04-04

老虎服务器正在做维护么？怎么我的股票持仓价和现价没变化，但是总价在不停的变动？？？

2021-03-30

发完这条信息，接着继续跌三天，这新闻都没啥用了

BRIEF-Skillz Outlook Outperforms Analysts’ Expectations For First Quarter 2021

2021-03-20

$Skillz Inc(SKLZ)$可惜没有在刚开盘在23块多的时候更多买点

2021-03-19

$Skillz Inc(SKLZ)$毛票哥都说了增发价24，盘前肯定要压到尽可能接近24的价格

2021-03-18

$CPS Technologies Corp(CPSH)$可算涨了一天。。。没白瞎昨晚dip加仓100股。。。

2021-03-12

$Skillz Inc(SKLZ)$做了俩次T，29的时候卖了一些，在27.9再接了一部分，最后在盘前结束时候再29卖了这一部分，一路把35的持仓均价活活加仓做T拉下来了

去老虎APP查看更多动态

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href=http://stock.10jqka.com.cn/hks/20210617/c630255179.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据Tech星球报道，快手于近期确定了自己新的医疗业务品牌，名为“小愉”。“小愉”为综合类医疗项目，不久将会以APP的形式面向所有用户。另外，快手还有一个医疗品牌名或叫“轻蝉”，暂时未知其发展的方向。　　天眼查App显示，快手关联公司北京达佳互联信息技术有限公司已申请注册多个“小愉”“轻蝉”相关商标，国际分类涉及医疗器械、科学仪器、医药等，当前商标状态多为等待实质审查。　　值得一提的是，今年5月，由...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20210617/c630255179.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df4ec61541b268a5353585001973d7cb","relate_stocks":{"159891":"医疗","01024":"快手-W"},"source_url":"http://stock.10jqka.com.cn/hks/20210617/c630255179.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2144540712","content_text":"据Tech星球报道，快手于近期确定了自己新的医疗业务品牌，名为“小愉”。“小愉”为综合类医疗项目，不久将会以APP的形式面向所有用户。另外，快手还有一个医疗品牌名或叫“轻蝉”，暂时未知其发展的方向。　　天眼查App显示，快手关联公司北京达佳互联信息技术有限公司已申请注册多个“小愉”“轻蝉”相关商标，国际分类涉及医疗器械、科学仪器、医药等，当前商标状态多为等待实质审查。　　值得一提的是，今年5月，由贾弘毅、银鑫共同持股的北京轻雀科技有限公司曾在广州成立依尔综合门诊部有限公司，该公司注册资本1000万人民币，法定代表人为贾弘毅，经营范围含远程健康管理服务；互联网销售；健康咨询服务(不含诊疗服务)；医疗服务等。据报道，该公司的成立，是为了开拓线下医疗市场。\n关注同花顺财经（ths518），获取更多机会","news_type":1},"isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189250770,"gmtCreate":1623278539690,"gmtModify":1623278539690,"author":{"id":"3572908653374117","authorId":"3572908653374117","name":"Aerotyne","avatar":"https://static.tigerbbs.com/58a420e7e33ef2e208af6f42742a9909","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572908653374117","authorIdStr":"3572908653374117"},"themes":[],"htmlText":"<a 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20:46","market":"us","language":"zh","title":"这三只股获“女股神”垂青，谁能为投资者带来惊喜？","url":"https://stock-news.laohu8.com/highlight/detail?id=2123530221","media":"美股研究社","summary":"多头股票指的是那些股价比最初的投资价格飙升了很多倍的股票，它们在投资者中被视为“圣杯”。其中最罕见的是备受吹捧的10 bagger——股票的价格比最初的基础价格上涨10倍。具有这种爆炸式增长潜力的股票","content":"<p>多头股票指的是那些股价比最初的投资价格飙升了很多倍的股票，它们在投资者中被视为“圣杯”。其中最罕见的是备受吹捧的10 bagger——股票的价格比最初的基础价格上涨10倍。具有这种爆炸式增长潜力的股票是难以捉摸的。</p>\n<p>如果有一位投资者有本事找到能使股价翻倍的破坏性股票，那就是Cathie Wood。这位ARK Investment Management的创始人兼首席执行官证明了她的才华，她的5只旗舰交易所交易基金(ETF)去年都实现了100%以上的增长，遥遥领先于大盘。</p>\n<p>近几周，华尔街对高增长股票的态度暂时变差，将科技股占主导地位的纳斯达克推入回调区间。但这并没有阻止Wood选择科技股，这些股可能会带来改变游戏规则的结果，并最终进入“10 bagger”俱乐部。</p>\n<p><b>Schrodinger:提供更快的新药研发途径</b></p>\n<p>除非你在生物制药行业工作，否则你可能从未听说过Schrodinger(NASDAQ:SDGR)。该公司提供了一个平台，帮助生物制药公司比传统方法更快地发现新的治疗方法。该公司的软件即服务平台，融合了物理学、数据分析、预测分析和人工智能，可以执行最先进的模拟，从而导致更快、更便宜的药物开发和发现新的治疗选择。</p>\n<p>在比尔·盖茨的支持下，Schrodinger去年年初上市，这家小公司有了一个令人印象深刻的开始。2020年，在软件收入增长39%的推动下，营收同比增长26%。毛利润增长了29%，这有助于说明该公司模式的可扩展性，尽管目前仍未实现盈利。</p>\n<p>它的客户指标同样令人印象深刻。去年，年合同价值(ACV)为1000美元的客户数量增长了16%，而年合同价值10万美元的客户数量增长了17%。更重要的是，ACV超过100万美元的大客户增长了60%，客户留存率达到99%。如果这些趋势持续下去，该公司将有一个光明的未来。</p>\n<p>Wood一直在为ARK Genomic Revolution(NYSEMKT:ARKG) ETF增持Schrodinger的股票。通过上周的收购，该公司已跻身前20名，占其管理的76.7亿美元资产的近2%。</p>\n<p>Schrodinger处于药物发现数字化转型的核心位置，市值仅50亿美元，不难想象Schrodinger将增长十倍。</p>\n<p><b>Opendoor Technologies:</b></p>\n<p><b>拥抱房地产不断变化的面貌</b></p>\n<p>房地产业也正处于一场范式转变之中，因为它正在拥抱数字化转型。例如，Opendoor Technologies(NASDAQ:OPEN)开发了一个基于应用程序的平台，使买卖房屋变得轻而易举。房主可以直接把他们的房产卖给Opendoor，然后Opendoor会对房屋进行翻新并获利出售，或者他们也可以选择卖给其他买家，所有这些都收取房屋价值5%的固定费用。通过消除对传统房地产中介的需求，该公司正在为自己开辟一个不断增长和盈利的利基市场。Opendoor吸引了特殊目的收购公司先驱Chamath Palihapitiya旗下的Social Capital Hedosophia Holdings的注意，后者在去年年底让Opendoor上市。</p>\n<p>和许多房地产公司一样，Opendoor最初受到疫情的冲击。不过，虽然公司营收同比下滑46%，但毛利率占销售额的比例从6.4%升至8.5%。由流行病驱动的房地产繁荣应该有助于进一步扩大其业务规模。到2020年，该公司仍未盈利，但净亏损减少了15%。</p>\n<p>上周，ARK Next Generation Internet(NYSEMKT:ARKW) ETF和ARK Fintech Innovation (NYSEMKT:ARKF)都购买了Opendoor的股票。这两只基金都持有该公司的大量股份，分别占其持股比例的2.32%和2.83%。数字革命在房地产行业仍处于早期阶段，而Opendoor的市值仅为130亿美元，它最终可能会成为一个大赢家。</p>\n<p><b>Skillz:手机游戏巨头</b></p>\n<p>Skillz (NYSE:SKLZ)相对来说是游戏行业的新手，但它已经在手机游戏和电子竞技领域为自己开辟了一个不断发展的利基市场。该公司的平台几乎可以将任何手机游戏变成一场竞赛，玩家可以在其中积累积分或竞争现金和奖品。在过去的一年里，手机游戏获得了大量且不断增长的用户，这也推动了Skillz的普及。</p>\n<p>截至去年12月31日的财年，营收同比增长92%，毛利润增长91%。由于Skillz不断增加新用户，公司净亏损增加了408%。该公司已经确定，新会员的终身价值远远超过现在增加的成本。毫无疑问，这将增加其平台的杠杆，帮助增加未来的利润。随着新玩家涌入该平台，这一策略开始奏效。月活跃用户数量增长了121%，但每付费月活跃用户平均收益下滑了12%左右。</p>\n<p>手机游戏是游戏产业中增长最快的部分。这已经是一个价值680亿美元的业务，预计到2025年市场规模将攀升至1500亿美元。毫无疑问，Wood敏锐地意识到这个不断增长的市场机会，因为Skillz是<a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>前20名持仓之一，在管理的52.7亿美元基金中占1.75%。Skillz目前的市值只有70亿美元，因此不难预测其股价将增长10倍。</p>\n<p><img src=\"https://static.tigerbbs.com/21ce229b09784647beee4c098bb7a976\" tg-width=\"720\" tg-height=\"485\" referrerpolicy=\"no-referrer\"><b>精美的印刷品</b></p>\n<p>这些股票要想成为十倍股票，必须有很多是正确的，也有很多可能出错，从而让它们陷入困境。简单地说，如果这些新兴企业想要在长期内取得成功，它们需要做很多证明。话是这么说，考虑到巨大收益的潜力，Cathie Wood增加ARK对这些新兴公司的投资也就不足为奇了。如上图所示，它们也被2月初以来困扰科技股的大范围抛售所影响，因此它们相对便宜。</p>\n<p>同样需要注意的是，这些公司目前都还没有盈利，虽然它们的股价比以前便宜，但它们的标价仍然存在泡沫——至少从传统的估值标准来看是这样。Schrodinger、Skillz和Opendoor的股价分别是其销售额的36倍、19倍和3倍——而股票的良好市售比通常在1到2之间。</p>\n<p>然而，迄今为止，投资者一直愿意为这种颠覆性技术以及实现上述每家公司所提供的“10 bagger”地位的潜力付出高价。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>这三只股获“女股神”垂青，谁能为投资者带来惊喜？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n这三只股获“女股神”垂青，谁能为投资者带来惊喜？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-03-31 20:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>多头股票指的是那些股价比最初的投资价格飙升了很多倍的股票，它们在投资者中被视为“圣杯”。其中最罕见的是备受吹捧的10 bagger——股票的价格比最初的基础价格上涨10倍。具有这种爆炸式增长潜力的股票是难以捉摸的。</p>\n<p>如果有一位投资者有本事找到能使股价翻倍的破坏性股票，那就是Cathie Wood。这位ARK Investment Management的创始人兼首席执行官证明了她的才华，她的5只旗舰交易所交易基金(ETF)去年都实现了100%以上的增长，遥遥领先于大盘。</p>\n<p>近几周，华尔街对高增长股票的态度暂时变差，将科技股占主导地位的纳斯达克推入回调区间。但这并没有阻止Wood选择科技股，这些股可能会带来改变游戏规则的结果，并最终进入“10 bagger”俱乐部。</p>\n<p><b>Schrodinger:提供更快的新药研发途径</b></p>\n<p>除非你在生物制药行业工作，否则你可能从未听说过Schrodinger(NASDAQ:SDGR)。该公司提供了一个平台，帮助生物制药公司比传统方法更快地发现新的治疗方法。该公司的软件即服务平台，融合了物理学、数据分析、预测分析和人工智能，可以执行最先进的模拟，从而导致更快、更便宜的药物开发和发现新的治疗选择。</p>\n<p>在比尔·盖茨的支持下，Schrodinger去年年初上市，这家小公司有了一个令人印象深刻的开始。2020年，在软件收入增长39%的推动下，营收同比增长26%。毛利润增长了29%，这有助于说明该公司模式的可扩展性，尽管目前仍未实现盈利。</p>\n<p>它的客户指标同样令人印象深刻。去年，年合同价值(ACV)为1000美元的客户数量增长了16%，而年合同价值10万美元的客户数量增长了17%。更重要的是，ACV超过100万美元的大客户增长了60%，客户留存率达到99%。如果这些趋势持续下去，该公司将有一个光明的未来。</p>\n<p>Wood一直在为ARK Genomic Revolution(NYSEMKT:ARKG) ETF增持Schrodinger的股票。通过上周的收购，该公司已跻身前20名，占其管理的76.7亿美元资产的近2%。</p>\n<p>Schrodinger处于药物发现数字化转型的核心位置，市值仅50亿美元，不难想象Schrodinger将增长十倍。</p>\n<p><b>Opendoor Technologies:</b></p>\n<p><b>拥抱房地产不断变化的面貌</b></p>\n<p>房地产业也正处于一场范式转变之中，因为它正在拥抱数字化转型。例如，Opendoor Technologies(NASDAQ:OPEN)开发了一个基于应用程序的平台，使买卖房屋变得轻而易举。房主可以直接把他们的房产卖给Opendoor，然后Opendoor会对房屋进行翻新并获利出售，或者他们也可以选择卖给其他买家，所有这些都收取房屋价值5%的固定费用。通过消除对传统房地产中介的需求，该公司正在为自己开辟一个不断增长和盈利的利基市场。Opendoor吸引了特殊目的收购公司先驱Chamath Palihapitiya旗下的Social Capital Hedosophia Holdings的注意，后者在去年年底让Opendoor上市。</p>\n<p>和许多房地产公司一样，Opendoor最初受到疫情的冲击。不过，虽然公司营收同比下滑46%，但毛利率占销售额的比例从6.4%升至8.5%。由流行病驱动的房地产繁荣应该有助于进一步扩大其业务规模。到2020年，该公司仍未盈利，但净亏损减少了15%。</p>\n<p>上周，ARK Next Generation Internet(NYSEMKT:ARKW) ETF和ARK Fintech Innovation (NYSEMKT:ARKF)都购买了Opendoor的股票。这两只基金都持有该公司的大量股份，分别占其持股比例的2.32%和2.83%。数字革命在房地产行业仍处于早期阶段，而Opendoor的市值仅为130亿美元，它最终可能会成为一个大赢家。</p>\n<p><b>Skillz:手机游戏巨头</b></p>\n<p>Skillz (NYSE:SKLZ)相对来说是游戏行业的新手，但它已经在手机游戏和电子竞技领域为自己开辟了一个不断发展的利基市场。该公司的平台几乎可以将任何手机游戏变成一场竞赛，玩家可以在其中积累积分或竞争现金和奖品。在过去的一年里，手机游戏获得了大量且不断增长的用户，这也推动了Skillz的普及。</p>\n<p>截至去年12月31日的财年，营收同比增长92%，毛利润增长91%。由于Skillz不断增加新用户，公司净亏损增加了408%。该公司已经确定，新会员的终身价值远远超过现在增加的成本。毫无疑问，这将增加其平台的杠杆，帮助增加未来的利润。随着新玩家涌入该平台，这一策略开始奏效。月活跃用户数量增长了121%，但每付费月活跃用户平均收益下滑了12%左右。</p>\n<p>手机游戏是游戏产业中增长最快的部分。这已经是一个价值680亿美元的业务，预计到2025年市场规模将攀升至1500亿美元。毫无疑问，Wood敏锐地意识到这个不断增长的市场机会，因为Skillz是<a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>前20名持仓之一，在管理的52.7亿美元基金中占1.75%。Skillz目前的市值只有70亿美元，因此不难预测其股价将增长10倍。</p>\n<p><img src=\"https://static.tigerbbs.com/21ce229b09784647beee4c098bb7a976\" tg-width=\"720\" tg-height=\"485\" referrerpolicy=\"no-referrer\"><b>精美的印刷品</b></p>\n<p>这些股票要想成为十倍股票，必须有很多是正确的，也有很多可能出错，从而让它们陷入困境。简单地说，如果这些新兴企业想要在长期内取得成功，它们需要做很多证明。话是这么说，考虑到巨大收益的潜力，Cathie Wood增加ARK对这些新兴公司的投资也就不足为奇了。如上图所示，它们也被2月初以来困扰科技股的大范围抛售所影响，因此它们相对便宜。</p>\n<p>同样需要注意的是，这些公司目前都还没有盈利，虽然它们的股价比以前便宜，但它们的标价仍然存在泡沫——至少从传统的估值标准来看是这样。Schrodinger、Skillz和Opendoor的股价分别是其销售额的36倍、19倍和3倍——而股票的良好市售比通常在1到2之间。</p>\n<p>然而，迄今为止，投资者一直愿意为这种颠覆性技术以及实现上述每家公司所提供的“10 bagger”地位的潜力付出高价。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3096e878634d4762bef925c95cceee49","relate_stocks":{"SDGR":"Schrodinger Inc.","ARKG":"ARK Genomic Revolution ETF","SKLZ":"Skillz Inc"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123530221","content_text":"多头股票指的是那些股价比最初的投资价格飙升了很多倍的股票，它们在投资者中被视为“圣杯”。其中最罕见的是备受吹捧的10 bagger——股票的价格比最初的基础价格上涨10倍。具有这种爆炸式增长潜力的股票是难以捉摸的。\n如果有一位投资者有本事找到能使股价翻倍的破坏性股票，那就是Cathie Wood。这位ARK Investment Management的创始人兼首席执行官证明了她的才华，她的5只旗舰交易所交易基金(ETF)去年都实现了100%以上的增长，遥遥领先于大盘。\n近几周，华尔街对高增长股票的态度暂时变差，将科技股占主导地位的纳斯达克推入回调区间。但这并没有阻止Wood选择科技股，这些股可能会带来改变游戏规则的结果，并最终进入“10 bagger”俱乐部。\nSchrodinger:提供更快的新药研发途径\n除非你在生物制药行业工作，否则你可能从未听说过Schrodinger(NASDAQ:SDGR)。该公司提供了一个平台，帮助生物制药公司比传统方法更快地发现新的治疗方法。该公司的软件即服务平台，融合了物理学、数据分析、预测分析和人工智能，可以执行最先进的模拟，从而导致更快、更便宜的药物开发和发现新的治疗选择。\n在比尔·盖茨的支持下，Schrodinger去年年初上市，这家小公司有了一个令人印象深刻的开始。2020年，在软件收入增长39%的推动下，营收同比增长26%。毛利润增长了29%，这有助于说明该公司模式的可扩展性，尽管目前仍未实现盈利。\n它的客户指标同样令人印象深刻。去年，年合同价值(ACV)为1000美元的客户数量增长了16%，而年合同价值10万美元的客户数量增长了17%。更重要的是，ACV超过100万美元的大客户增长了60%，客户留存率达到99%。如果这些趋势持续下去，该公司将有一个光明的未来。\nWood一直在为ARK Genomic Revolution(NYSEMKT:ARKG) ETF增持Schrodinger的股票。通过上周的收购，该公司已跻身前20名，占其管理的76.7亿美元资产的近2%。\nSchrodinger处于药物发现数字化转型的核心位置，市值仅50亿美元，不难想象Schrodinger将增长十倍。\nOpendoor Technologies:\n拥抱房地产不断变化的面貌\n房地产业也正处于一场范式转变之中，因为它正在拥抱数字化转型。例如，Opendoor Technologies(NASDAQ:OPEN)开发了一个基于应用程序的平台，使买卖房屋变得轻而易举。房主可以直接把他们的房产卖给Opendoor，然后Opendoor会对房屋进行翻新并获利出售，或者他们也可以选择卖给其他买家，所有这些都收取房屋价值5%的固定费用。通过消除对传统房地产中介的需求，该公司正在为自己开辟一个不断增长和盈利的利基市场。Opendoor吸引了特殊目的收购公司先驱Chamath Palihapitiya旗下的Social Capital Hedosophia Holdings的注意，后者在去年年底让Opendoor上市。\n和许多房地产公司一样，Opendoor最初受到疫情的冲击。不过，虽然公司营收同比下滑46%，但毛利率占销售额的比例从6.4%升至8.5%。由流行病驱动的房地产繁荣应该有助于进一步扩大其业务规模。到2020年，该公司仍未盈利，但净亏损减少了15%。\n上周，ARK Next Generation Internet(NYSEMKT:ARKW) ETF和ARK Fintech Innovation (NYSEMKT:ARKF)都购买了Opendoor的股票。这两只基金都持有该公司的大量股份，分别占其持股比例的2.32%和2.83%。数字革命在房地产行业仍处于早期阶段，而Opendoor的市值仅为130亿美元，它最终可能会成为一个大赢家。\nSkillz:手机游戏巨头\nSkillz (NYSE:SKLZ)相对来说是游戏行业的新手，但它已经在手机游戏和电子竞技领域为自己开辟了一个不断发展的利基市场。该公司的平台几乎可以将任何手机游戏变成一场竞赛，玩家可以在其中积累积分或竞争现金和奖品。在过去的一年里，手机游戏获得了大量且不断增长的用户，这也推动了Skillz的普及。\n截至去年12月31日的财年，营收同比增长92%，毛利润增长91%。由于Skillz不断增加新用户，公司净亏损增加了408%。该公司已经确定，新会员的终身价值远远超过现在增加的成本。毫无疑问，这将增加其平台的杠杆，帮助增加未来的利润。随着新玩家涌入该平台，这一策略开始奏效。月活跃用户数量增长了121%，但每付费月活跃用户平均收益下滑了12%左右。\n手机游戏是游戏产业中增长最快的部分。这已经是一个价值680亿美元的业务，预计到2025年市场规模将攀升至1500亿美元。毫无疑问，Wood敏锐地意识到这个不断增长的市场机会，因为Skillz是ARK Next Generation Internet ETF前20名持仓之一，在管理的52.7亿美元基金中占1.75%。Skillz目前的市值只有70亿美元，因此不难预测其股价将增长10倍。\n精美的印刷品\n这些股票要想成为十倍股票，必须有很多是正确的，也有很多可能出错，从而让它们陷入困境。简单地说，如果这些新兴企业想要在长期内取得成功，它们需要做很多证明。话是这么说，考虑到巨大收益的潜力，Cathie Wood增加ARK对这些新兴公司的投资也就不足为奇了。如上图所示，它们也被2月初以来困扰科技股的大范围抛售所影响，因此它们相对便宜。\n同样需要注意的是，这些公司目前都还没有盈利，虽然它们的股价比以前便宜，但它们的标价仍然存在泡沫——至少从传统的估值标准来看是这样。Schrodinger、Skillz和Opendoor的股价分别是其销售额的36倍、19倍和3倍——而股票的良好市售比通常在1到2之间。\n然而，迄今为止，投资者一直愿意为这种颠覆性技术以及实现上述每家公司所提供的“10 bagger”地位的潜力付出高价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348611874,"gmtCreate":1617925531698,"gmtModify":1617925531698,"author":{"id":"3572908653374117","authorId":"3572908653374117","name":"Aerotyne","avatar":"https://static.tigerbbs.com/58a420e7e33ef2e208af6f42742a9909","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572908653374117","authorIdStr":"3572908653374117"},"themes":[],"htmlText":"Sklz已经跌成狗了这一个月，自从增发之后一个月内从27跌到17，一路追着加仓真的是太难了","listText":"Sklz已经跌成狗了这一个月，自从增发之后一个月内从27跌到17，一路追着加仓真的是太难了","text":"Sklz已经跌成狗了这一个月，自从增发之后一个月内从27跌到17，一路追着加仓真的是太难了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348611874","repostId":"2123530221","repostType":2,"repost":{"id":"2123530221","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1617194800,"share":"https://www.laohu8.com/m/news/2123530221?lang=&edition=full","pubTime":"2021-03-31 20:46","market":"us","language":"zh","title":"这三只股获“女股神”垂青，谁能为投资者带来惊喜？","url":"https://stock-news.laohu8.com/highlight/detail?id=2123530221","media":"美股研究社","summary":"多头股票指的是那些股价比最初的投资价格飙升了很多倍的股票，它们在投资者中被视为“圣杯”。其中最罕见的是备受吹捧的10 bagger——股票的价格比最初的基础价格上涨10倍。具有这种爆炸式增长潜力的股票","content":"<p>多头股票指的是那些股价比最初的投资价格飙升了很多倍的股票，它们在投资者中被视为“圣杯”。其中最罕见的是备受吹捧的10 bagger——股票的价格比最初的基础价格上涨10倍。具有这种爆炸式增长潜力的股票是难以捉摸的。</p>\n<p>如果有一位投资者有本事找到能使股价翻倍的破坏性股票，那就是Cathie Wood。这位ARK Investment Management的创始人兼首席执行官证明了她的才华，她的5只旗舰交易所交易基金(ETF)去年都实现了100%以上的增长，遥遥领先于大盘。</p>\n<p>近几周，华尔街对高增长股票的态度暂时变差，将科技股占主导地位的纳斯达克推入回调区间。但这并没有阻止Wood选择科技股，这些股可能会带来改变游戏规则的结果，并最终进入“10 bagger”俱乐部。</p>\n<p><b>Schrodinger:提供更快的新药研发途径</b></p>\n<p>除非你在生物制药行业工作，否则你可能从未听说过Schrodinger(NASDAQ:SDGR)。该公司提供了一个平台，帮助生物制药公司比传统方法更快地发现新的治疗方法。该公司的软件即服务平台，融合了物理学、数据分析、预测分析和人工智能，可以执行最先进的模拟，从而导致更快、更便宜的药物开发和发现新的治疗选择。</p>\n<p>在比尔·盖茨的支持下，Schrodinger去年年初上市，这家小公司有了一个令人印象深刻的开始。2020年，在软件收入增长39%的推动下，营收同比增长26%。毛利润增长了29%，这有助于说明该公司模式的可扩展性，尽管目前仍未实现盈利。</p>\n<p>它的客户指标同样令人印象深刻。去年，年合同价值(ACV)为1000美元的客户数量增长了16%，而年合同价值10万美元的客户数量增长了17%。更重要的是，ACV超过100万美元的大客户增长了60%，客户留存率达到99%。如果这些趋势持续下去，该公司将有一个光明的未来。</p>\n<p>Wood一直在为ARK Genomic Revolution(NYSEMKT:ARKG) ETF增持Schrodinger的股票。通过上周的收购，该公司已跻身前20名，占其管理的76.7亿美元资产的近2%。</p>\n<p>Schrodinger处于药物发现数字化转型的核心位置，市值仅50亿美元，不难想象Schrodinger将增长十倍。</p>\n<p><b>Opendoor Technologies:</b></p>\n<p><b>拥抱房地产不断变化的面貌</b></p>\n<p>房地产业也正处于一场范式转变之中，因为它正在拥抱数字化转型。例如，Opendoor Technologies(NASDAQ:OPEN)开发了一个基于应用程序的平台，使买卖房屋变得轻而易举。房主可以直接把他们的房产卖给Opendoor，然后Opendoor会对房屋进行翻新并获利出售，或者他们也可以选择卖给其他买家，所有这些都收取房屋价值5%的固定费用。通过消除对传统房地产中介的需求，该公司正在为自己开辟一个不断增长和盈利的利基市场。Opendoor吸引了特殊目的收购公司先驱Chamath Palihapitiya旗下的Social Capital Hedosophia Holdings的注意，后者在去年年底让Opendoor上市。</p>\n<p>和许多房地产公司一样，Opendoor最初受到疫情的冲击。不过，虽然公司营收同比下滑46%，但毛利率占销售额的比例从6.4%升至8.5%。由流行病驱动的房地产繁荣应该有助于进一步扩大其业务规模。到2020年，该公司仍未盈利，但净亏损减少了15%。</p>\n<p>上周，ARK Next Generation Internet(NYSEMKT:ARKW) ETF和ARK Fintech Innovation (NYSEMKT:ARKF)都购买了Opendoor的股票。这两只基金都持有该公司的大量股份，分别占其持股比例的2.32%和2.83%。数字革命在房地产行业仍处于早期阶段，而Opendoor的市值仅为130亿美元，它最终可能会成为一个大赢家。</p>\n<p><b>Skillz:手机游戏巨头</b></p>\n<p>Skillz (NYSE:SKLZ)相对来说是游戏行业的新手，但它已经在手机游戏和电子竞技领域为自己开辟了一个不断发展的利基市场。该公司的平台几乎可以将任何手机游戏变成一场竞赛，玩家可以在其中积累积分或竞争现金和奖品。在过去的一年里，手机游戏获得了大量且不断增长的用户，这也推动了Skillz的普及。</p>\n<p>截至去年12月31日的财年，营收同比增长92%，毛利润增长91%。由于Skillz不断增加新用户，公司净亏损增加了408%。该公司已经确定，新会员的终身价值远远超过现在增加的成本。毫无疑问，这将增加其平台的杠杆，帮助增加未来的利润。随着新玩家涌入该平台，这一策略开始奏效。月活跃用户数量增长了121%，但每付费月活跃用户平均收益下滑了12%左右。</p>\n<p>手机游戏是游戏产业中增长最快的部分。这已经是一个价值680亿美元的业务，预计到2025年市场规模将攀升至1500亿美元。毫无疑问，Wood敏锐地意识到这个不断增长的市场机会，因为Skillz是<a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>前20名持仓之一，在管理的52.7亿美元基金中占1.75%。Skillz目前的市值只有70亿美元，因此不难预测其股价将增长10倍。</p>\n<p><img src=\"https://static.tigerbbs.com/21ce229b09784647beee4c098bb7a976\" tg-width=\"720\" tg-height=\"485\" referrerpolicy=\"no-referrer\"><b>精美的印刷品</b></p>\n<p>这些股票要想成为十倍股票，必须有很多是正确的，也有很多可能出错，从而让它们陷入困境。简单地说，如果这些新兴企业想要在长期内取得成功，它们需要做很多证明。话是这么说，考虑到巨大收益的潜力，Cathie Wood增加ARK对这些新兴公司的投资也就不足为奇了。如上图所示，它们也被2月初以来困扰科技股的大范围抛售所影响，因此它们相对便宜。</p>\n<p>同样需要注意的是，这些公司目前都还没有盈利，虽然它们的股价比以前便宜，但它们的标价仍然存在泡沫——至少从传统的估值标准来看是这样。Schrodinger、Skillz和Opendoor的股价分别是其销售额的36倍、19倍和3倍——而股票的良好市售比通常在1到2之间。</p>\n<p>然而，迄今为止，投资者一直愿意为这种颠覆性技术以及实现上述每家公司所提供的“10 bagger”地位的潜力付出高价。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>这三只股获“女股神”垂青，谁能为投资者带来惊喜？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n这三只股获“女股神”垂青，谁能为投资者带来惊喜？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-03-31 20:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>多头股票指的是那些股价比最初的投资价格飙升了很多倍的股票，它们在投资者中被视为“圣杯”。其中最罕见的是备受吹捧的10 bagger——股票的价格比最初的基础价格上涨10倍。具有这种爆炸式增长潜力的股票是难以捉摸的。</p>\n<p>如果有一位投资者有本事找到能使股价翻倍的破坏性股票，那就是Cathie Wood。这位ARK Investment Management的创始人兼首席执行官证明了她的才华，她的5只旗舰交易所交易基金(ETF)去年都实现了100%以上的增长，遥遥领先于大盘。</p>\n<p>近几周，华尔街对高增长股票的态度暂时变差，将科技股占主导地位的纳斯达克推入回调区间。但这并没有阻止Wood选择科技股，这些股可能会带来改变游戏规则的结果，并最终进入“10 bagger”俱乐部。</p>\n<p><b>Schrodinger:提供更快的新药研发途径</b></p>\n<p>除非你在生物制药行业工作，否则你可能从未听说过Schrodinger(NASDAQ:SDGR)。该公司提供了一个平台，帮助生物制药公司比传统方法更快地发现新的治疗方法。该公司的软件即服务平台，融合了物理学、数据分析、预测分析和人工智能，可以执行最先进的模拟，从而导致更快、更便宜的药物开发和发现新的治疗选择。</p>\n<p>在比尔·盖茨的支持下，Schrodinger去年年初上市，这家小公司有了一个令人印象深刻的开始。2020年，在软件收入增长39%的推动下，营收同比增长26%。毛利润增长了29%，这有助于说明该公司模式的可扩展性，尽管目前仍未实现盈利。</p>\n<p>它的客户指标同样令人印象深刻。去年，年合同价值(ACV)为1000美元的客户数量增长了16%，而年合同价值10万美元的客户数量增长了17%。更重要的是，ACV超过100万美元的大客户增长了60%，客户留存率达到99%。如果这些趋势持续下去，该公司将有一个光明的未来。</p>\n<p>Wood一直在为ARK Genomic Revolution(NYSEMKT:ARKG) ETF增持Schrodinger的股票。通过上周的收购，该公司已跻身前20名，占其管理的76.7亿美元资产的近2%。</p>\n<p>Schrodinger处于药物发现数字化转型的核心位置，市值仅50亿美元，不难想象Schrodinger将增长十倍。</p>\n<p><b>Opendoor Technologies:</b></p>\n<p><b>拥抱房地产不断变化的面貌</b></p>\n<p>房地产业也正处于一场范式转变之中，因为它正在拥抱数字化转型。例如，Opendoor Technologies(NASDAQ:OPEN)开发了一个基于应用程序的平台，使买卖房屋变得轻而易举。房主可以直接把他们的房产卖给Opendoor，然后Opendoor会对房屋进行翻新并获利出售，或者他们也可以选择卖给其他买家，所有这些都收取房屋价值5%的固定费用。通过消除对传统房地产中介的需求，该公司正在为自己开辟一个不断增长和盈利的利基市场。Opendoor吸引了特殊目的收购公司先驱Chamath Palihapitiya旗下的Social Capital Hedosophia Holdings的注意，后者在去年年底让Opendoor上市。</p>\n<p>和许多房地产公司一样，Opendoor最初受到疫情的冲击。不过，虽然公司营收同比下滑46%，但毛利率占销售额的比例从6.4%升至8.5%。由流行病驱动的房地产繁荣应该有助于进一步扩大其业务规模。到2020年，该公司仍未盈利，但净亏损减少了15%。</p>\n<p>上周，ARK Next Generation Internet(NYSEMKT:ARKW) ETF和ARK Fintech Innovation (NYSEMKT:ARKF)都购买了Opendoor的股票。这两只基金都持有该公司的大量股份，分别占其持股比例的2.32%和2.83%。数字革命在房地产行业仍处于早期阶段，而Opendoor的市值仅为130亿美元，它最终可能会成为一个大赢家。</p>\n<p><b>Skillz:手机游戏巨头</b></p>\n<p>Skillz (NYSE:SKLZ)相对来说是游戏行业的新手，但它已经在手机游戏和电子竞技领域为自己开辟了一个不断发展的利基市场。该公司的平台几乎可以将任何手机游戏变成一场竞赛，玩家可以在其中积累积分或竞争现金和奖品。在过去的一年里，手机游戏获得了大量且不断增长的用户，这也推动了Skillz的普及。</p>\n<p>截至去年12月31日的财年，营收同比增长92%，毛利润增长91%。由于Skillz不断增加新用户，公司净亏损增加了408%。该公司已经确定，新会员的终身价值远远超过现在增加的成本。毫无疑问，这将增加其平台的杠杆，帮助增加未来的利润。随着新玩家涌入该平台，这一策略开始奏效。月活跃用户数量增长了121%，但每付费月活跃用户平均收益下滑了12%左右。</p>\n<p>手机游戏是游戏产业中增长最快的部分。这已经是一个价值680亿美元的业务，预计到2025年市场规模将攀升至1500亿美元。毫无疑问，Wood敏锐地意识到这个不断增长的市场机会，因为Skillz是<a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>前20名持仓之一，在管理的52.7亿美元基金中占1.75%。Skillz目前的市值只有70亿美元，因此不难预测其股价将增长10倍。</p>\n<p><img src=\"https://static.tigerbbs.com/21ce229b09784647beee4c098bb7a976\" tg-width=\"720\" tg-height=\"485\" referrerpolicy=\"no-referrer\"><b>精美的印刷品</b></p>\n<p>这些股票要想成为十倍股票，必须有很多是正确的，也有很多可能出错，从而让它们陷入困境。简单地说，如果这些新兴企业想要在长期内取得成功，它们需要做很多证明。话是这么说，考虑到巨大收益的潜力，Cathie Wood增加ARK对这些新兴公司的投资也就不足为奇了。如上图所示，它们也被2月初以来困扰科技股的大范围抛售所影响，因此它们相对便宜。</p>\n<p>同样需要注意的是，这些公司目前都还没有盈利，虽然它们的股价比以前便宜，但它们的标价仍然存在泡沫——至少从传统的估值标准来看是这样。Schrodinger、Skillz和Opendoor的股价分别是其销售额的36倍、19倍和3倍——而股票的良好市售比通常在1到2之间。</p>\n<p>然而，迄今为止，投资者一直愿意为这种颠覆性技术以及实现上述每家公司所提供的“10 bagger”地位的潜力付出高价。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3096e878634d4762bef925c95cceee49","relate_stocks":{"SDGR":"Schrodinger Inc.","ARKG":"ARK Genomic Revolution ETF","SKLZ":"Skillz Inc"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123530221","content_text":"多头股票指的是那些股价比最初的投资价格飙升了很多倍的股票，它们在投资者中被视为“圣杯”。其中最罕见的是备受吹捧的10 bagger——股票的价格比最初的基础价格上涨10倍。具有这种爆炸式增长潜力的股票是难以捉摸的。\n如果有一位投资者有本事找到能使股价翻倍的破坏性股票，那就是Cathie Wood。这位ARK Investment Management的创始人兼首席执行官证明了她的才华，她的5只旗舰交易所交易基金(ETF)去年都实现了100%以上的增长，遥遥领先于大盘。\n近几周，华尔街对高增长股票的态度暂时变差，将科技股占主导地位的纳斯达克推入回调区间。但这并没有阻止Wood选择科技股，这些股可能会带来改变游戏规则的结果，并最终进入“10 bagger”俱乐部。\nSchrodinger:提供更快的新药研发途径\n除非你在生物制药行业工作，否则你可能从未听说过Schrodinger(NASDAQ:SDGR)。该公司提供了一个平台，帮助生物制药公司比传统方法更快地发现新的治疗方法。该公司的软件即服务平台，融合了物理学、数据分析、预测分析和人工智能，可以执行最先进的模拟，从而导致更快、更便宜的药物开发和发现新的治疗选择。\n在比尔·盖茨的支持下，Schrodinger去年年初上市，这家小公司有了一个令人印象深刻的开始。2020年，在软件收入增长39%的推动下，营收同比增长26%。毛利润增长了29%，这有助于说明该公司模式的可扩展性，尽管目前仍未实现盈利。\n它的客户指标同样令人印象深刻。去年，年合同价值(ACV)为1000美元的客户数量增长了16%，而年合同价值10万美元的客户数量增长了17%。更重要的是，ACV超过100万美元的大客户增长了60%，客户留存率达到99%。如果这些趋势持续下去，该公司将有一个光明的未来。\nWood一直在为ARK Genomic Revolution(NYSEMKT:ARKG) ETF增持Schrodinger的股票。通过上周的收购，该公司已跻身前20名，占其管理的76.7亿美元资产的近2%。\nSchrodinger处于药物发现数字化转型的核心位置，市值仅50亿美元，不难想象Schrodinger将增长十倍。\nOpendoor Technologies:\n拥抱房地产不断变化的面貌\n房地产业也正处于一场范式转变之中，因为它正在拥抱数字化转型。例如，Opendoor Technologies(NASDAQ:OPEN)开发了一个基于应用程序的平台，使买卖房屋变得轻而易举。房主可以直接把他们的房产卖给Opendoor，然后Opendoor会对房屋进行翻新并获利出售，或者他们也可以选择卖给其他买家，所有这些都收取房屋价值5%的固定费用。通过消除对传统房地产中介的需求，该公司正在为自己开辟一个不断增长和盈利的利基市场。Opendoor吸引了特殊目的收购公司先驱Chamath Palihapitiya旗下的Social Capital Hedosophia Holdings的注意，后者在去年年底让Opendoor上市。\n和许多房地产公司一样，Opendoor最初受到疫情的冲击。不过，虽然公司营收同比下滑46%，但毛利率占销售额的比例从6.4%升至8.5%。由流行病驱动的房地产繁荣应该有助于进一步扩大其业务规模。到2020年，该公司仍未盈利，但净亏损减少了15%。\n上周，ARK Next Generation Internet(NYSEMKT:ARKW) ETF和ARK Fintech Innovation (NYSEMKT:ARKF)都购买了Opendoor的股票。这两只基金都持有该公司的大量股份，分别占其持股比例的2.32%和2.83%。数字革命在房地产行业仍处于早期阶段，而Opendoor的市值仅为130亿美元，它最终可能会成为一个大赢家。\nSkillz:手机游戏巨头\nSkillz (NYSE:SKLZ)相对来说是游戏行业的新手，但它已经在手机游戏和电子竞技领域为自己开辟了一个不断发展的利基市场。该公司的平台几乎可以将任何手机游戏变成一场竞赛，玩家可以在其中积累积分或竞争现金和奖品。在过去的一年里，手机游戏获得了大量且不断增长的用户，这也推动了Skillz的普及。\n截至去年12月31日的财年，营收同比增长92%，毛利润增长91%。由于Skillz不断增加新用户，公司净亏损增加了408%。该公司已经确定，新会员的终身价值远远超过现在增加的成本。毫无疑问，这将增加其平台的杠杆，帮助增加未来的利润。随着新玩家涌入该平台，这一策略开始奏效。月活跃用户数量增长了121%，但每付费月活跃用户平均收益下滑了12%左右。\n手机游戏是游戏产业中增长最快的部分。这已经是一个价值680亿美元的业务，预计到2025年市场规模将攀升至1500亿美元。毫无疑问，Wood敏锐地意识到这个不断增长的市场机会，因为Skillz是ARK Next Generation Internet ETF前20名持仓之一，在管理的52.7亿美元基金中占1.75%。Skillz目前的市值只有70亿美元，因此不难预测其股价将增长10倍。\n精美的印刷品\n这些股票要想成为十倍股票，必须有很多是正确的，也有很多可能出错，从而让它们陷入困境。简单地说，如果这些新兴企业想要在长期内取得成功，它们需要做很多证明。话是这么说，考虑到巨大收益的潜力，Cathie Wood增加ARK对这些新兴公司的投资也就不足为奇了。如上图所示，它们也被2月初以来困扰科技股的大范围抛售所影响，因此它们相对便宜。\n同样需要注意的是，这些公司目前都还没有盈利，虽然它们的股价比以前便宜，但它们的标价仍然存在泡沫——至少从传统的估值标准来看是这样。Schrodinger、Skillz和Opendoor的股价分别是其销售额的36倍、19倍和3倍——而股票的良好市售比通常在1到2之间。\n然而，迄今为止，投资者一直愿意为这种颠覆性技术以及实现上述每家公司所提供的“10 bagger”地位的潜力付出高价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340713421,"gmtCreate":1617489725763,"gmtModify":1617489725763,"author":{"id":"3572908653374117","authorId":"3572908653374117","name":"Aerotyne","avatar":"https://static.tigerbbs.com/58a420e7e33ef2e208af6f42742a9909","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572908653374117","authorIdStr":"3572908653374117"},"themes":[],"htmlText":"老虎服务器正在做维护么？怎么我的股票持仓价和现价没变化，但是总价在不停的变动？？？","listText":"老虎服务器正在做维护么？怎么我的股票持仓价和现价没变化，但是总价在不停的变动？？？","text":"老虎服务器正在做维护么？怎么我的股票持仓价和现价没变化，但是总价在不停的变动？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340713421","isVote":1,"tweetType":1,"viewCount":1154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355764591,"gmtCreate":1617107470813,"gmtModify":1617107470813,"author":{"id":"3572908653374117","authorId":"3572908653374117","name":"Aerotyne","avatar":"https://static.tigerbbs.com/58a420e7e33ef2e208af6f42742a9909","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572908653374117","authorIdStr":"3572908653374117"},"themes":[],"htmlText":"发完这条信息，接着继续跌三天，这新闻都没啥用了","listText":"发完这条信息，接着继续跌三天，这新闻都没啥用了","text":"发完这条信息，接着继续跌三天，这新闻都没啥用了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355764591","repostId":"2122410955","repostType":2,"repost":{"id":"2122410955","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1616675805,"share":"https://www.laohu8.com/m/news/2122410955?lang=&edition=full","pubTime":"2021-03-25 20:36","market":"us","language":"en","title":"BRIEF-Skillz Outlook Outperforms Analysts’ Expectations For First Quarter 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2122410955","media":"Reuters","summary":"March 25 (Reuters) - Skillz Inc   :   * SKILLZ OUTLOOK OUTPERFORMS ANALYSTS’ EXPECTATIONS FOR FIRST ","content":"<html><body><p>March 25 (Reuters) - <a href=\"https://laohu8.com/S/SKLZ\">Skillz Inc</a>   :</p><p>   * SKILLZ OUTLOOK OUTPERFORMS ANALYSTS’ EXPECTATIONS FOR FIRST QUARTER 2021 AND SETS DATE FOR EARNINGS CALL</p><p>   * SEES Q1 REVENUE $80 MILLION</p><p>   * SEES Q1 MAU 2.6 MILLION</p><p>   * SEES Q1 PAYING MAU 0.45 MILLION</p><p>   * SEES Q1 ADJUSTED. EBITDA LOSS OF $37 MILLION</p><p>   * Q1 REVENUE VIEW $76.4 MILLION -- REFINITIV IBES DATA</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-Skillz Outlook Outperforms Analysts’ Expectations For First Quarter 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRIEF-Skillz Outlook Outperforms Analysts’ Expectations For First Quarter 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-25 20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>March 25 (Reuters) - <a href=\"https://laohu8.com/S/SKLZ\">Skillz Inc</a>   :</p><p>   * SKILLZ OUTLOOK OUTPERFORMS ANALYSTS’ EXPECTATIONS FOR FIRST QUARTER 2021 AND SETS DATE FOR EARNINGS CALL</p><p>   * SEES Q1 REVENUE $80 MILLION</p><p>   * SEES Q1 MAU 2.6 MILLION</p><p>   * SEES Q1 PAYING MAU 0.45 MILLION</p><p>   * SEES Q1 ADJUSTED. EBITDA LOSS OF $37 MILLION</p><p>   * Q1 REVENUE VIEW $76.4 MILLION -- REFINITIV IBES DATA</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKLZ":"Skillz Inc"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122410955","content_text":"March 25 (Reuters) - Skillz Inc   :   * SKILLZ OUTLOOK OUTPERFORMS ANALYSTS’ EXPECTATIONS FOR FIRST QUARTER 2021 AND SETS DATE FOR EARNINGS CALL   * SEES Q1 REVENUE $80 MILLION   * SEES Q1 MAU 2.6 MILLION   * SEES Q1 PAYING MAU 0.45 MILLION   * SEES Q1 ADJUSTED. EBITDA LOSS OF $37 MILLION   * Q1 REVENUE VIEW $76.4 MILLION -- REFINITIV IBES DATASource text for Eikon:    Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350861365,"gmtCreate":1616183379557,"gmtModify":1616183379557,"author":{"id":"3572908653374117","authorId":"3572908653374117","name":"Aerotyne","avatar":"https://static.tigerbbs.com/58a420e7e33ef2e208af6f42742a9909","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572908653374117","authorIdStr":"3572908653374117"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>可惜没有在刚开盘在23块多的时候更多买点","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>可惜没有在刚开盘在23块多的时候更多买点","text":"$Skillz Inc(SKLZ)$可惜没有在刚开盘在23块多的时候更多买点","images":[{"img":"https://static.tigerbbs.com/bbb1d8161f80a5f30c8f76199704c197","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350861365","isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":350949421,"gmtCreate":1616154297463,"gmtModify":1616154297463,"author":{"id":"3572908653374117","authorId":"3572908653374117","name":"Aerotyne","avatar":"https://static.tigerbbs.com/58a420e7e33ef2e208af6f42742a9909","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572908653374117","authorIdStr":"3572908653374117"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>毛票哥都说了增发价24，盘前肯定要压到尽可能接近24的价格","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>毛票哥都说了增发价24，盘前肯定要压到尽可能接近24的价格","text":"$Skillz 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