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daphnelim

daphnelim

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2021-12-22

[得意]

2021-09-12

Great ariticle, would you like to share it?

@CY_Ng:这两年很多东西都电脑化，黑客也越来越多，你看好Cyber Security股吗？

2021-09-12

$NVIDIA Corp(NVDA)$[财迷]

2021-05-12

Good

抱歉，原内容已删除

2021-04-23

Yes

抱歉，原内容已删除

2021-04-23

AMD[思考] [思考] [思考]

2021-04-23

Good

抱歉，原内容已删除

2021-04-23

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-02-06

[傲娇]

抱歉，原内容已删除

2021-02-06

[惊讶]

抱歉，原内容已删除

2021-02-06

[流泪]

抱歉，原内容已删除

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888961584","repostId":"816679767","repostType":1,"repost":{"id":816679767,"gmtCreate":1630501022359,"gmtModify":1631883595401,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"这两年很多东西都电脑化，黑客也越来越多，你看好Cyber Security股吗？","htmlText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$&lt;/</a>","listText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$&lt;/</a>","text":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作，生意也搬上网上销售，学院也开办了网上课程。很多东西都离不开上网，也就是因为这样，黑客也看准时机，入侵用户、公司电脑然后勒索。就这些原因，本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里，我研究了6家相关公司，虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司，业绩最出众的就是CrowdStrike，过去5年每年营业额都是倍增，营业额也增加了20倍。股价估值也是疯狂的。六家公司中，有两家就好像模范生，年年赚钱 - 第一家是Fortinet，Fortinet股价已经在一年里起了150%，原因是因为公司营业额增速，市场对它期望很高。令一家是Qualys，估值就比较低，原因是6家公司，业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股，因为全部公司都有正自由现金流，而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable，但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike，也就是因为这样，它的P/S估值也是疯狂的去到63倍。63倍是什么概念？就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌，公司需要保持超高速增长，如果业绩放缓或暴雷，股价会有很大冲击。这6家公司大家觉得哪家值得投呢？$CrowdStrike Holdings, Inc.(CRWD)$ $飞塔信息(FTNT)$</","images":[{"img":"https://static.tigerbbs.com/3204e2a1a4208f32428a280b1372cd82","width":"532","height":"229"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816679767","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888960412,"gmtCreate":1631422808136,"gmtModify":1631884593407,"author":{"id":"3573632430449582","authorId":"3573632430449582","name":"daphnelim","avatar":"https://static.tigerbbs.com/ab6de732bf214977e0ed75961304d87e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573632430449582","authorIdStr":"3573632430449582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>[财迷]&nbsp;","listText":"<a 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