+关注
kirascobol
暂无个人介绍
IP属地:上海
6
关注
1
粉丝
3
主题
0
勋章
主贴
热门
kirascobol
07-06
这篇文章不错,转发给大家看看
@期权叨叨虎:佩洛西买入博通!为什么用期权不用股票?
kirascobol
03-27
这篇文章不错,转发给大家看看
抱歉,原内容已删除
kirascobol
03-27
在长期看,我们都死了
抱歉,原内容已删除
kirascobol
02-13
$ARM Holdings Ltd(ARM)$
kirascobol
02-07
懂了Tesla卖了换aapl
抱歉,原内容已删除
kirascobol
01-31
$苹果(AAPL)$
长期看好Apple vision潜力 研发重心明显已经从其他产品线移动至该项目,导致其他产品有大量下滑,苹果的基本面很优秀
kirascobol
01-29
这篇文章不错,转发给大家看看
抱歉,原内容已删除
kirascobol
01-18
哈哈哈
抱歉,原内容已删除
kirascobol
2023-12-12
nv
@半导体Bot:九头蛇英伟达,还有多久才会被拉下宝座?
kirascobol
2023-12-12
说说你对这篇新闻的看法...
抱歉,原内容已删除
kirascobol
2023-11-23
这篇文章不错,转发给大家看看
抱歉,原内容已删除
kirascobol
2023-10-06
我去
抱歉,原内容已删除
kirascobol
2023-09-12
这篇文章不错,转发给大家看看
@芯潮:Arm的缺点!
kirascobol
2023-07-25
$NQ100指数主连 2309(NQmain)$
kirascobol
2023-02-15
$恒生科技指数(HSTECH)$
kirascobol
2023-02-10
$恒生科技指数(HSTECH)$
kirascobol
2022-12-06
这篇文章不错,转发给大家看看
抱歉,原内容已删除
kirascobol
2022-12-01
这篇文章不错,转发给大家看看
@蕴翔财经:Whatfix完成对印度学习管理平台Nittio Learn的收购
kirascobol
2022-12-01
这篇文章不错,转发给大家看看
抱歉,原内容已删除
kirascobol
2022-09-29
这篇文章不错,转发给大家看看
@锐评:巴菲特减持的那些股票,股价是否从此一蹶不振?
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3576073448098987","uuid":"3576073448098987","gmtCreate":1612979424199,"gmtModify":1615982478142,"name":"kirascobol","pinyin":"kirascobol","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":6,"tweetSize":23,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":1,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":324479695008008,"gmtCreate":1720247734120,"gmtModify":1720247736131,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324479695008008","repostId":"323761247272984","repostType":1,"repost":{"id":323761247272984,"gmtCreate":1720079438374,"gmtModify":1720079467176,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期权叨叨虎","avatar":"https://static.tigerbbs.com/87212d005a0736e14fa8b5e673df8099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142574206948102","authorIdStr":"4142574206948102"},"themes":[],"title":"佩洛西买入博通!为什么用期权不用股票?","htmlText":"被称为“国会山股神”的美国前众议长佩洛西近期频繁出手,根据国会议员交易纪录显示,佩洛西购买了博通的看涨期权和1万股英伟达股票,卖掉了部分特斯拉和VISA股票。资料来源:老虎国际佩洛西买入长期看涨期权根据纪录,6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。这笔交易的总价值估计在1,000,001美元至5,000,000美元之间。两天后的26日,佩洛西又进行了另一笔重要投资,购买了10,000股英伟达公司的股票。这笔交易与博通的购买类似,估值在1,000,001美元至5,000,000美元之间。今年以来,英伟达和博通都经历了大涨,股价分别上涨了154%和52%,这主要受益于人工智能相关支出的激增。其中,英伟达的购买尤其值得注意,因为佩洛西与英伟达有着悠久而引人注目的交易历史,她在2023年末曾进行的一次非常成功的期权交易。而早在2024年初,据报道,佩洛西对英伟达投资收益已经超过了她作为国会议员的年薪。而对于博通的看涨期权,其行权价为800美元,也具有很大的潜在上涨空间,因为华尔街普遍认为博通的股票将在未来12个月内至少再上涨11%。佩洛西这里购买的实际上是期权里面的LEAPS。什么是LEAPS?LEAPS英文全称为long-term equity anticipation securities,指到期日超过 1 年的期权。它们在功能上与大多数其他上市期权相同,只是到期时间更长。除了到期日较晚之外,LEAPS 与短期期权没有什么不同。到期时间越长,长期投资者就越有可能参与长期价格波动。佩洛西LEAPS案例6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。回看当日的期权成交情况,成交价在836.93美元。资料来源:老虎国际佩洛西持有博通的真实成本为期权花费加上800美元的行权价为1","listText":"被称为“国会山股神”的美国前众议长佩洛西近期频繁出手,根据国会议员交易纪录显示,佩洛西购买了博通的看涨期权和1万股英伟达股票,卖掉了部分特斯拉和VISA股票。资料来源:老虎国际佩洛西买入长期看涨期权根据纪录,6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。这笔交易的总价值估计在1,000,001美元至5,000,000美元之间。两天后的26日,佩洛西又进行了另一笔重要投资,购买了10,000股英伟达公司的股票。这笔交易与博通的购买类似,估值在1,000,001美元至5,000,000美元之间。今年以来,英伟达和博通都经历了大涨,股价分别上涨了154%和52%,这主要受益于人工智能相关支出的激增。其中,英伟达的购买尤其值得注意,因为佩洛西与英伟达有着悠久而引人注目的交易历史,她在2023年末曾进行的一次非常成功的期权交易。而早在2024年初,据报道,佩洛西对英伟达投资收益已经超过了她作为国会议员的年薪。而对于博通的看涨期权,其行权价为800美元,也具有很大的潜在上涨空间,因为华尔街普遍认为博通的股票将在未来12个月内至少再上涨11%。佩洛西这里购买的实际上是期权里面的LEAPS。什么是LEAPS?LEAPS英文全称为long-term equity anticipation securities,指到期日超过 1 年的期权。它们在功能上与大多数其他上市期权相同,只是到期时间更长。除了到期日较晚之外,LEAPS 与短期期权没有什么不同。到期时间越长,长期投资者就越有可能参与长期价格波动。佩洛西LEAPS案例6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。回看当日的期权成交情况,成交价在836.93美元。资料来源:老虎国际佩洛西持有博通的真实成本为期权花费加上800美元的行权价为1","text":"被称为“国会山股神”的美国前众议长佩洛西近期频繁出手,根据国会议员交易纪录显示,佩洛西购买了博通的看涨期权和1万股英伟达股票,卖掉了部分特斯拉和VISA股票。资料来源:老虎国际佩洛西买入长期看涨期权根据纪录,6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。这笔交易的总价值估计在1,000,001美元至5,000,000美元之间。两天后的26日,佩洛西又进行了另一笔重要投资,购买了10,000股英伟达公司的股票。这笔交易与博通的购买类似,估值在1,000,001美元至5,000,000美元之间。今年以来,英伟达和博通都经历了大涨,股价分别上涨了154%和52%,这主要受益于人工智能相关支出的激增。其中,英伟达的购买尤其值得注意,因为佩洛西与英伟达有着悠久而引人注目的交易历史,她在2023年末曾进行的一次非常成功的期权交易。而早在2024年初,据报道,佩洛西对英伟达投资收益已经超过了她作为国会议员的年薪。而对于博通的看涨期权,其行权价为800美元,也具有很大的潜在上涨空间,因为华尔街普遍认为博通的股票将在未来12个月内至少再上涨11%。佩洛西这里购买的实际上是期权里面的LEAPS。什么是LEAPS?LEAPS英文全称为long-term equity anticipation securities,指到期日超过 1 年的期权。它们在功能上与大多数其他上市期权相同,只是到期时间更长。除了到期日较晚之外,LEAPS 与短期期权没有什么不同。到期时间越长,长期投资者就越有可能参与长期价格波动。佩洛西LEAPS案例6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。回看当日的期权成交情况,成交价在836.93美元。资料来源:老虎国际佩洛西持有博通的真实成本为期权花费加上800美元的行权价为1","images":[{"img":"https://static.tigerbbs.com/1c15b9d49716a57f38cadc5a99ec160c","width":"816","height":"498"},{"img":"https://static.tigerbbs.com/e4b71b6e5ba2442f90681b406dee0062","width":"830","height":"570"},{"img":"https://static.tigerbbs.com/c33931da687629e18b72551d905945e1","width":"831","height":"406"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323761247272984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288879290171600,"gmtCreate":1711551614569,"gmtModify":1711551616140,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288879290171600","repostId":"2422631321","repostType":2,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288683464519808,"gmtCreate":1711512129293,"gmtModify":1711512131038,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"在长期看,我们都死了","listText":"在长期看,我们都死了","text":"在长期看,我们都死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288683464519808","repostId":"2422650248","repostType":2,"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273375960932488,"gmtCreate":1707789504088,"gmtModify":1707792659343,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ","text":"$ARM Holdings Ltd(ARM)$","images":[{"img":"https://static.tigerbbs.com/456e0de3c10f39ca549d71a7e6ffb5f9","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273375960932488","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":271328040509552,"gmtCreate":1707293956558,"gmtModify":1707293958057,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"懂了Tesla卖了换aapl","listText":"懂了Tesla卖了换aapl","text":"懂了Tesla卖了换aapl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271328040509552","repostId":"2409162512","repostType":2,"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268803828301968,"gmtCreate":1706656744383,"gmtModify":1706670170801,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 长期看好Apple vision潜力 研发重心明显已经从其他产品线移动至该项目,导致其他产品有大量下滑,苹果的基本面很优秀","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 长期看好Apple vision潜力 研发重心明显已经从其他产品线移动至该项目,导致其他产品有大量下滑,苹果的基本面很优秀","text":"$苹果(AAPL)$ 长期看好Apple vision潜力 研发重心明显已经从其他产品线移动至该项目,导致其他产品有大量下滑,苹果的基本面很优秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268803828301968","isVote":1,"tweetType":1,"viewCount":2353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268364432506984,"gmtCreate":1706541539118,"gmtModify":1706541540423,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268364432506984","repostId":"1173594683","repostType":2,"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264305587380536,"gmtCreate":1705544880326,"gmtModify":1705544881668,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"哈哈哈","listText":"哈哈哈","text":"哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264305587380536","repostId":"1148746601","repostType":2,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251292649640160,"gmtCreate":1702387934592,"gmtModify":1702387935970,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"nv","listText":"nv","text":"nv","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251292649640160","repostId":"251335149711664","repostType":1,"repost":{"id":251335149711664,"gmtCreate":1702369234340,"gmtModify":1702369307359,"author":{"id":"10000000000010366","authorId":"10000000000010366","name":"半导体Bot","avatar":"https://static.tigerbbs.com/8d0e9f632cb989ffc1282913c1284971","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010366","authorIdStr":"10000000000010366"},"themes":[],"title":"九头蛇英伟达,还有多久才会被拉下宝座?","htmlText":"今年以来,风头最盛的科技公司无疑是英伟达,这家位于美国的跨国科技公司可以说是当今世界上最重要的公司之一。但对于普通人来说,过去除了PC消费者和游戏玩家外,许多人甚至都知道这公司是做什么的。今天我们来复盘一下英伟达的成功史,聊聊这家公司在当下能带给我们哪些启示。创立伊始英伟达成立于1993年初,由黄仁勋,Chris Malachowsky,Curtis Priem三人在美国东圣何塞的一家路边小餐馆创立。相比于创立于1969年的AMD,英伟达其实是一家更为年轻的公司。图片但是三位创始人都拥有深厚的相关行业背景。黄仁勋是中国台湾人,五岁时全家移居到了美国。后来成为了一名电气工程师,曾任LSI Logic 硬件总监和AMD微处理器设计师。Chris Malachowsky 是曾在Sun Microsystems工作的工程师;Curtis Priem曾任IBM和 Sun Microsystems的高级工程师和图形芯片设计师。创立伊始,三人就认为下一波计算浪潮的正确方向是基于图形计算的加速计算,因为它可以解决通用计算无法解决的问题。举例来说,过去的电脑游戏完全依赖CPU进行运算。因为当时游戏主要是在MS-DOS系统下运行,图像简陋,大部分时间是命令行交互。然而,随着游戏技术的不断发展和计算机图形学的进步,越来越多的游戏逐渐从MS-DOS(命令行交互系统)转向Windows(图形交互系统)。随之而来的是视频游戏的数量急剧增加。图片他们当时判断,这类视频游戏在未来将会拥有广阔的市场,而视频游戏所需的图形处理,特别是3D图形,需要大量的浮点数学计算,如何给视频游戏绘制图形,提高动态场景下表现力就是图形计算问题中最具挑战性的问题之一。而CPU中的数学协处理器明显无法满足这些需求。所以电脑图像等图形计算越来越需要专用的图形处理模块。后来GPU的成功也证明了三人对未来的惊人洞察力。视频游戏在未来成","listText":"今年以来,风头最盛的科技公司无疑是英伟达,这家位于美国的跨国科技公司可以说是当今世界上最重要的公司之一。但对于普通人来说,过去除了PC消费者和游戏玩家外,许多人甚至都知道这公司是做什么的。今天我们来复盘一下英伟达的成功史,聊聊这家公司在当下能带给我们哪些启示。创立伊始英伟达成立于1993年初,由黄仁勋,Chris Malachowsky,Curtis Priem三人在美国东圣何塞的一家路边小餐馆创立。相比于创立于1969年的AMD,英伟达其实是一家更为年轻的公司。图片但是三位创始人都拥有深厚的相关行业背景。黄仁勋是中国台湾人,五岁时全家移居到了美国。后来成为了一名电气工程师,曾任LSI Logic 硬件总监和AMD微处理器设计师。Chris Malachowsky 是曾在Sun Microsystems工作的工程师;Curtis Priem曾任IBM和 Sun Microsystems的高级工程师和图形芯片设计师。创立伊始,三人就认为下一波计算浪潮的正确方向是基于图形计算的加速计算,因为它可以解决通用计算无法解决的问题。举例来说,过去的电脑游戏完全依赖CPU进行运算。因为当时游戏主要是在MS-DOS系统下运行,图像简陋,大部分时间是命令行交互。然而,随着游戏技术的不断发展和计算机图形学的进步,越来越多的游戏逐渐从MS-DOS(命令行交互系统)转向Windows(图形交互系统)。随之而来的是视频游戏的数量急剧增加。图片他们当时判断,这类视频游戏在未来将会拥有广阔的市场,而视频游戏所需的图形处理,特别是3D图形,需要大量的浮点数学计算,如何给视频游戏绘制图形,提高动态场景下表现力就是图形计算问题中最具挑战性的问题之一。而CPU中的数学协处理器明显无法满足这些需求。所以电脑图像等图形计算越来越需要专用的图形处理模块。后来GPU的成功也证明了三人对未来的惊人洞察力。视频游戏在未来成","text":"今年以来,风头最盛的科技公司无疑是英伟达,这家位于美国的跨国科技公司可以说是当今世界上最重要的公司之一。但对于普通人来说,过去除了PC消费者和游戏玩家外,许多人甚至都知道这公司是做什么的。今天我们来复盘一下英伟达的成功史,聊聊这家公司在当下能带给我们哪些启示。创立伊始英伟达成立于1993年初,由黄仁勋,Chris Malachowsky,Curtis Priem三人在美国东圣何塞的一家路边小餐馆创立。相比于创立于1969年的AMD,英伟达其实是一家更为年轻的公司。图片但是三位创始人都拥有深厚的相关行业背景。黄仁勋是中国台湾人,五岁时全家移居到了美国。后来成为了一名电气工程师,曾任LSI Logic 硬件总监和AMD微处理器设计师。Chris Malachowsky 是曾在Sun Microsystems工作的工程师;Curtis Priem曾任IBM和 Sun Microsystems的高级工程师和图形芯片设计师。创立伊始,三人就认为下一波计算浪潮的正确方向是基于图形计算的加速计算,因为它可以解决通用计算无法解决的问题。举例来说,过去的电脑游戏完全依赖CPU进行运算。因为当时游戏主要是在MS-DOS系统下运行,图像简陋,大部分时间是命令行交互。然而,随着游戏技术的不断发展和计算机图形学的进步,越来越多的游戏逐渐从MS-DOS(命令行交互系统)转向Windows(图形交互系统)。随之而来的是视频游戏的数量急剧增加。图片他们当时判断,这类视频游戏在未来将会拥有广阔的市场,而视频游戏所需的图形处理,特别是3D图形,需要大量的浮点数学计算,如何给视频游戏绘制图形,提高动态场景下表现力就是图形计算问题中最具挑战性的问题之一。而CPU中的数学协处理器明显无法满足这些需求。所以电脑图像等图形计算越来越需要专用的图形处理模块。后来GPU的成功也证明了三人对未来的惊人洞察力。视频游戏在未来成","images":[{"img":"https://static.tigerbbs.com/00f2084105ade9ebc05d88d007c471c7","width":"618","height":"336"},{"img":"https://static.tigerbbs.com/0f73172ae8eae6cc95eb9ae68f62dd87","width":"1080","height":"675"},{"img":"https://static.tigerbbs.com/6fd5684be7deeac654ad1ba45dd3ba99","width":"1080","height":"699"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251335149711664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251209405743208,"gmtCreate":1702338642609,"gmtModify":1702338644029,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251209405743208","repostId":"2390885398","repostType":2,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244655775129888,"gmtCreate":1700744962684,"gmtModify":1700744964036,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244655775129888","repostId":"2385143611","repostType":2,"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":227687686516840,"gmtCreate":1696595814208,"gmtModify":1696595815556,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"我去","listText":"我去","text":"我去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/227687686516840","repostId":"1146127112","repostType":2,"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218945255915776,"gmtCreate":1694477555099,"gmtModify":1694477556408,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218945255915776","repostId":"218775976120560","repostType":1,"repost":{"id":218775976120560,"gmtCreate":1694435447518,"gmtModify":1694435473469,"author":{"id":"3527667608392900","authorId":"3527667608392900","name":"芯潮","avatar":"https://static.tigerbbs.com/feac0f5f370e5db4646bf8b1ef22253f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667608392900","authorIdStr":"3527667608392900"},"themes":[],"title":"Arm的缺点!","htmlText":"在之前的文章中,我探讨了Arm的财务状况,根据历史估值判断,Arm留给二级市场的空间并不大。《<a href=\"https://laohu8.com/TW/217372487020616\" target=\"_blank\">ARM贵不贵?上市首日能涨多少?</a>》虽然估值超高,但Arm依然得到资金的疯抢,有传言称,公司已获6倍超额认购,IPO定价或超过上限。夸赞Arm的文章有很多,赘述毫无新意,这篇文章聊聊Arm的缺点。Arm在智能手机芯片架构方面处于垄断地位,无论是iOS还是安卓,都是Arm的拥簇,而且在可预见的未来,这种垄断地位难以撼动。这难免让人想起EUV光刻机霸主阿斯麦,正是得益于这种绝对垄断地位,公司的市盈率常年处于高位:虽然都是垄断,但细微之处还是有差别的,比如客户关系。阿斯麦和客户之间的关系非常融洽,甚至光刻机的研发离不开客户的配合,比如上世纪90年代,光刻机的光源波长被卡死在193nm,成为了摆在全产业面前的一道难关。此时,台积电的工程师林本坚提出在透镜和硅片之间加一层水,将原有的193nm激光经过折射,直接越过157nm的天堑,降低到132nm!阿斯麦采用了这个建议,与台积电合作研发出浸润式光刻机,一跃成为光刻机老大。但是,Arm与客户的关系并不融洽,主要是其商业模式属于专利授权,Arm的定价及约束非常严苛,比如今年4月,Arm改变了收费模式。此前,客户支付技术授权费来购买Arm的IP授权,价格取决于授权技术的复杂程度,并且Arm还会根据芯片厂商的处理器价格抽取一定的版税,版权按照单个芯片售价的1%~2%来计算。未来,ARM计划不再根据“芯片价值”向厂商收取使用其设计的专利费,而是根据“终端价值”收费,希望以此大幅提振专利收入。很多终端厂商不由怒批:“Arm是在明目张胆的和客户抢利润,是在吸合作伙伴的血,简直就是蛀虫行径!”专利霸权也引发了Arm与大客户高","listText":"在之前的文章中,我探讨了Arm的财务状况,根据历史估值判断,Arm留给二级市场的空间并不大。《<a href=\"https://laohu8.com/TW/217372487020616\" target=\"_blank\">ARM贵不贵?上市首日能涨多少?</a>》虽然估值超高,但Arm依然得到资金的疯抢,有传言称,公司已获6倍超额认购,IPO定价或超过上限。夸赞Arm的文章有很多,赘述毫无新意,这篇文章聊聊Arm的缺点。Arm在智能手机芯片架构方面处于垄断地位,无论是iOS还是安卓,都是Arm的拥簇,而且在可预见的未来,这种垄断地位难以撼动。这难免让人想起EUV光刻机霸主阿斯麦,正是得益于这种绝对垄断地位,公司的市盈率常年处于高位:虽然都是垄断,但细微之处还是有差别的,比如客户关系。阿斯麦和客户之间的关系非常融洽,甚至光刻机的研发离不开客户的配合,比如上世纪90年代,光刻机的光源波长被卡死在193nm,成为了摆在全产业面前的一道难关。此时,台积电的工程师林本坚提出在透镜和硅片之间加一层水,将原有的193nm激光经过折射,直接越过157nm的天堑,降低到132nm!阿斯麦采用了这个建议,与台积电合作研发出浸润式光刻机,一跃成为光刻机老大。但是,Arm与客户的关系并不融洽,主要是其商业模式属于专利授权,Arm的定价及约束非常严苛,比如今年4月,Arm改变了收费模式。此前,客户支付技术授权费来购买Arm的IP授权,价格取决于授权技术的复杂程度,并且Arm还会根据芯片厂商的处理器价格抽取一定的版税,版权按照单个芯片售价的1%~2%来计算。未来,ARM计划不再根据“芯片价值”向厂商收取使用其设计的专利费,而是根据“终端价值”收费,希望以此大幅提振专利收入。很多终端厂商不由怒批:“Arm是在明目张胆的和客户抢利润,是在吸合作伙伴的血,简直就是蛀虫行径!”专利霸权也引发了Arm与大客户高","text":"在之前的文章中,我探讨了Arm的财务状况,根据历史估值判断,Arm留给二级市场的空间并不大。《ARM贵不贵?上市首日能涨多少?》虽然估值超高,但Arm依然得到资金的疯抢,有传言称,公司已获6倍超额认购,IPO定价或超过上限。夸赞Arm的文章有很多,赘述毫无新意,这篇文章聊聊Arm的缺点。Arm在智能手机芯片架构方面处于垄断地位,无论是iOS还是安卓,都是Arm的拥簇,而且在可预见的未来,这种垄断地位难以撼动。这难免让人想起EUV光刻机霸主阿斯麦,正是得益于这种绝对垄断地位,公司的市盈率常年处于高位:虽然都是垄断,但细微之处还是有差别的,比如客户关系。阿斯麦和客户之间的关系非常融洽,甚至光刻机的研发离不开客户的配合,比如上世纪90年代,光刻机的光源波长被卡死在193nm,成为了摆在全产业面前的一道难关。此时,台积电的工程师林本坚提出在透镜和硅片之间加一层水,将原有的193nm激光经过折射,直接越过157nm的天堑,降低到132nm!阿斯麦采用了这个建议,与台积电合作研发出浸润式光刻机,一跃成为光刻机老大。但是,Arm与客户的关系并不融洽,主要是其商业模式属于专利授权,Arm的定价及约束非常严苛,比如今年4月,Arm改变了收费模式。此前,客户支付技术授权费来购买Arm的IP授权,价格取决于授权技术的复杂程度,并且Arm还会根据芯片厂商的处理器价格抽取一定的版税,版权按照单个芯片售价的1%~2%来计算。未来,ARM计划不再根据“芯片价值”向厂商收取使用其设计的专利费,而是根据“终端价值”收费,希望以此大幅提振专利收入。很多终端厂商不由怒批:“Arm是在明目张胆的和客户抢利润,是在吸合作伙伴的血,简直就是蛀虫行径!”专利霸权也引发了Arm与大客户高","images":[{"img":"https://static.tigerbbs.com/de47c888a0991f182fe0adbbb894d716","width":"1077","height":"318"},{"img":"https://static.tigerbbs.com/75f2a8fe3f795f232b2aae2af4342b75","width":"1442","height":"614"},{"img":"https://static.tigerbbs.com/806d38b62a2c0f46ac2155440f375264","width":"908","height":"629"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218775976120560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201771480436736,"gmtCreate":1690268037270,"gmtModify":1690268038560,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2309(NQmain)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2309(NQmain)$ </a><v-v data-views=\"1\"></v-v>","text":"$NQ100指数主连 2309(NQmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201771480436736","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625660904,"gmtCreate":1676441447808,"gmtModify":1676441448530,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><v-v data-views=\"1\"></v-v>","text":"$恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625660904","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625913952,"gmtCreate":1676012152877,"gmtModify":1676012153912,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><v-v data-views=\"1\"></v-v>","text":"$恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625913952","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":629139310,"gmtCreate":1670325245430,"gmtModify":1670325247104,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629139310","repostId":"1168253231","repostType":2,"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620572002,"gmtCreate":1669878441906,"gmtModify":1669878443630,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620572002","repostId":"828353131","repostType":1,"repost":{"id":828353131,"gmtCreate":1633849871673,"gmtModify":1633849871673,"author":{"id":"3549029666728994","authorId":"3549029666728994","name":"蕴翔财经","avatar":"https://static.tigerbbs.com/eedeb6c7dae5914a1e7e9bbe4abc51ac","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549029666728994","authorIdStr":"3549029666728994"},"themes":[],"title":"Whatfix完成对印度学习管理平台Nittio Learn的收购","htmlText":"据外媒报道,印度SaaS初创公司Whatfix已经完成对当地学习管理平台Nittio Learn的收购,但具体收购金额并未透露。Whatfix由Vara Kumar和Khadim Batti创立于2014年,主要通过其SaaS产品为客户提供数字化部署解决方案(DAS),帮助企业提升员工入职、培训及自助服务等方面的效率。在悉尼、伦敦、班加罗尔、圣何塞和旧金山等地均有办事处。Nittio Learn则由Aravindan Rs、Gagandeep Singh Josan和Ritu Josan于2013年创立,主要是为公司提供员工培训服务,丰富员工技能,从而提高其工作效率。Whatfix曾在今年6月进行一笔规模为9000万美元的融资,由软银愿景基金2号领投,红杉资本(印度)和Eight Roads Ventures等参投,助其估值实现400%的增长,达到6亿美元。该公司联合创始人兼CEO Khadim Batti表示,收购和合并是公司策略的一个重要组成部分,已经留出预算做收购,并将组建专门的收购团队。而通过此次收购,Whatfix能提高其培训能力,创造出更多个性化,互动性强且适应用户需求的内容。此外,Nittoio Learn的创始人Aravindan Rs、Gagandeep Singh Josan和团队都将加入Whatfix。","listText":"据外媒报道,印度SaaS初创公司Whatfix已经完成对当地学习管理平台Nittio Learn的收购,但具体收购金额并未透露。Whatfix由Vara Kumar和Khadim Batti创立于2014年,主要通过其SaaS产品为客户提供数字化部署解决方案(DAS),帮助企业提升员工入职、培训及自助服务等方面的效率。在悉尼、伦敦、班加罗尔、圣何塞和旧金山等地均有办事处。Nittio Learn则由Aravindan Rs、Gagandeep Singh Josan和Ritu Josan于2013年创立,主要是为公司提供员工培训服务,丰富员工技能,从而提高其工作效率。Whatfix曾在今年6月进行一笔规模为9000万美元的融资,由软银愿景基金2号领投,红杉资本(印度)和Eight Roads Ventures等参投,助其估值实现400%的增长,达到6亿美元。该公司联合创始人兼CEO Khadim Batti表示,收购和合并是公司策略的一个重要组成部分,已经留出预算做收购,并将组建专门的收购团队。而通过此次收购,Whatfix能提高其培训能力,创造出更多个性化,互动性强且适应用户需求的内容。此外,Nittoio Learn的创始人Aravindan Rs、Gagandeep Singh Josan和团队都将加入Whatfix。","text":"据外媒报道,印度SaaS初创公司Whatfix已经完成对当地学习管理平台Nittio Learn的收购,但具体收购金额并未透露。Whatfix由Vara Kumar和Khadim Batti创立于2014年,主要通过其SaaS产品为客户提供数字化部署解决方案(DAS),帮助企业提升员工入职、培训及自助服务等方面的效率。在悉尼、伦敦、班加罗尔、圣何塞和旧金山等地均有办事处。Nittio Learn则由Aravindan Rs、Gagandeep Singh Josan和Ritu Josan于2013年创立,主要是为公司提供员工培训服务,丰富员工技能,从而提高其工作效率。Whatfix曾在今年6月进行一笔规模为9000万美元的融资,由软银愿景基金2号领投,红杉资本(印度)和Eight Roads Ventures等参投,助其估值实现400%的增长,达到6亿美元。该公司联合创始人兼CEO Khadim Batti表示,收购和合并是公司策略的一个重要组成部分,已经留出预算做收购,并将组建专门的收购团队。而通过此次收购,Whatfix能提高其培训能力,创造出更多个性化,互动性强且适应用户需求的内容。此外,Nittoio Learn的创始人Aravindan Rs、Gagandeep Singh Josan和团队都将加入Whatfix。","images":[{"img":"https://static.tigerbbs.com/eeda55a83712c10a955de8e6ef344c8d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828353131","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620543211,"gmtCreate":1669870805933,"gmtModify":1669870808875,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620543211","repostId":"1132114091","repostType":2,"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668389612,"gmtCreate":1664425890036,"gmtModify":1664425891168,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576073448098987","authorIdStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668389612","repostId":"669074694","repostType":1,"repost":{"id":669074694,"gmtCreate":1662015111990,"gmtModify":1662026548162,"author":{"id":"3527667650848029","authorId":"3527667650848029","name":"锐评","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667650848029","authorIdStr":"3527667650848029"},"themes":[],"title":"巴菲特减持的那些股票,股价是否从此一蹶不振?","htmlText":"巴菲特开始减持比亚迪,不仅引起了资本市场激烈震荡和讨论,也引起了美国媒体的关注。但是看了一下,讨论的思考框架无外乎就是“不用过度解读,公司本身经营没有问题”这个大方向,卖方报告也多从比亚迪本身的业绩入手,认为公司长期看好。先多说一句,中西方文化在辩论的基础上存在巨大差异,中方的文化基础是“防守”,从自己的角度去证明一件事;而西方的文化基础是“进攻”(或者说“侵略”),要想证明自己清白最好的方法就是证明对手错误。我今天就从西方的角度去讨论这个问题——都说巴菲特是股神,那么他减持的股票是不是股价都从此一蹶不振?根据2013年以来Berkshire Hathaway的13F持仓显示,巴菲特前5大重仓一共有过10个股票,分别是WFC, KO, AXP, IBM, PG, WMT, KHC, AAPL, BAC, CVX。1,<a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 巴菲特钟爱银行股,而富国银行曾经又是巴菲特银行股的最爱。只可惜这家公司因为一系列丑闻,特别是监管出现问题之后公司迟迟不能搞定监管而深陷困境,巴菲特最后无奈减持。不过自从巴菲特减持后,股价却触底反弹。下图绿色是巴菲特持仓,白色是股价。2,<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 巴菲特和可口可乐的故事几乎人尽皆知,特别是巴菲特投资“糖”的理念更是被传得神乎其神。对于可口可乐的投资,巴菲特过去十几年时间,没有增加一股,也没有减持一股,一直保持40万股。但是巴菲特的资产规模是不断增大,可口可乐持仓的比重不断减小,所以可以看出他对可口可乐的感情其实是逐步降低的。3,<a href=\"https://laohu8.com/S/AXP\">$美国运通(AXP)$</a> 巴菲特和美国运通的故事历史也很久远,网上也有很多讨","listText":"巴菲特开始减持比亚迪,不仅引起了资本市场激烈震荡和讨论,也引起了美国媒体的关注。但是看了一下,讨论的思考框架无外乎就是“不用过度解读,公司本身经营没有问题”这个大方向,卖方报告也多从比亚迪本身的业绩入手,认为公司长期看好。先多说一句,中西方文化在辩论的基础上存在巨大差异,中方的文化基础是“防守”,从自己的角度去证明一件事;而西方的文化基础是“进攻”(或者说“侵略”),要想证明自己清白最好的方法就是证明对手错误。我今天就从西方的角度去讨论这个问题——都说巴菲特是股神,那么他减持的股票是不是股价都从此一蹶不振?根据2013年以来Berkshire Hathaway的13F持仓显示,巴菲特前5大重仓一共有过10个股票,分别是WFC, KO, AXP, IBM, PG, WMT, KHC, AAPL, BAC, CVX。1,<a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 巴菲特钟爱银行股,而富国银行曾经又是巴菲特银行股的最爱。只可惜这家公司因为一系列丑闻,特别是监管出现问题之后公司迟迟不能搞定监管而深陷困境,巴菲特最后无奈减持。不过自从巴菲特减持后,股价却触底反弹。下图绿色是巴菲特持仓,白色是股价。2,<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 巴菲特和可口可乐的故事几乎人尽皆知,特别是巴菲特投资“糖”的理念更是被传得神乎其神。对于可口可乐的投资,巴菲特过去十几年时间,没有增加一股,也没有减持一股,一直保持40万股。但是巴菲特的资产规模是不断增大,可口可乐持仓的比重不断减小,所以可以看出他对可口可乐的感情其实是逐步降低的。3,<a href=\"https://laohu8.com/S/AXP\">$美国运通(AXP)$</a> 巴菲特和美国运通的故事历史也很久远,网上也有很多讨","text":"巴菲特开始减持比亚迪,不仅引起了资本市场激烈震荡和讨论,也引起了美国媒体的关注。但是看了一下,讨论的思考框架无外乎就是“不用过度解读,公司本身经营没有问题”这个大方向,卖方报告也多从比亚迪本身的业绩入手,认为公司长期看好。先多说一句,中西方文化在辩论的基础上存在巨大差异,中方的文化基础是“防守”,从自己的角度去证明一件事;而西方的文化基础是“进攻”(或者说“侵略”),要想证明自己清白最好的方法就是证明对手错误。我今天就从西方的角度去讨论这个问题——都说巴菲特是股神,那么他减持的股票是不是股价都从此一蹶不振?根据2013年以来Berkshire Hathaway的13F持仓显示,巴菲特前5大重仓一共有过10个股票,分别是WFC, KO, AXP, IBM, PG, WMT, KHC, AAPL, BAC, CVX。1,$富国银行(WFC)$ 巴菲特钟爱银行股,而富国银行曾经又是巴菲特银行股的最爱。只可惜这家公司因为一系列丑闻,特别是监管出现问题之后公司迟迟不能搞定监管而深陷困境,巴菲特最后无奈减持。不过自从巴菲特减持后,股价却触底反弹。下图绿色是巴菲特持仓,白色是股价。2,$可口可乐(KO)$ 巴菲特和可口可乐的故事几乎人尽皆知,特别是巴菲特投资“糖”的理念更是被传得神乎其神。对于可口可乐的投资,巴菲特过去十几年时间,没有增加一股,也没有减持一股,一直保持40万股。但是巴菲特的资产规模是不断增大,可口可乐持仓的比重不断减小,所以可以看出他对可口可乐的感情其实是逐步降低的。3,$美国运通(AXP)$ 巴菲特和美国运通的故事历史也很久远,网上也有很多讨","images":[{"img":"https://static.tigerbbs.com/ead26bdc489d99095fb4799cbe0aa05e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/c57abe1d6c72b9c3b1c89e49656ebd74","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/9d605db39ee636e2bd9c071bfeaa66aa","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669074694","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":271328040509552,"gmtCreate":1707293956558,"gmtModify":1707293958057,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"懂了Tesla卖了换aapl","listText":"懂了Tesla卖了换aapl","text":"懂了Tesla卖了换aapl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271328040509552","repostId":"2409162512","repostType":2,"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268803828301968,"gmtCreate":1706656744383,"gmtModify":1706670170801,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 长期看好Apple vision潜力 研发重心明显已经从其他产品线移动至该项目,导致其他产品有大量下滑,苹果的基本面很优秀","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 长期看好Apple vision潜力 研发重心明显已经从其他产品线移动至该项目,导致其他产品有大量下滑,苹果的基本面很优秀","text":"$苹果(AAPL)$ 长期看好Apple vision潜力 研发重心明显已经从其他产品线移动至该项目,导致其他产品有大量下滑,苹果的基本面很优秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268803828301968","isVote":1,"tweetType":1,"viewCount":2353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353613727,"gmtCreate":1616490725669,"gmtModify":1616490725669,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"这么贵","listText":"这么贵","text":"这么贵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353613727","repostId":"1198112996","repostType":4,"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324479695008008,"gmtCreate":1720247734120,"gmtModify":1720247736131,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324479695008008","repostId":"323761247272984","repostType":1,"repost":{"id":323761247272984,"gmtCreate":1720079438374,"gmtModify":1720079467176,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期权叨叨虎","avatar":"https://static.tigerbbs.com/87212d005a0736e14fa8b5e673df8099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142574206948102","idStr":"4142574206948102"},"themes":[],"title":"佩洛西买入博通!为什么用期权不用股票?","htmlText":"被称为“国会山股神”的美国前众议长佩洛西近期频繁出手,根据国会议员交易纪录显示,佩洛西购买了博通的看涨期权和1万股英伟达股票,卖掉了部分特斯拉和VISA股票。资料来源:老虎国际佩洛西买入长期看涨期权根据纪录,6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。这笔交易的总价值估计在1,000,001美元至5,000,000美元之间。两天后的26日,佩洛西又进行了另一笔重要投资,购买了10,000股英伟达公司的股票。这笔交易与博通的购买类似,估值在1,000,001美元至5,000,000美元之间。今年以来,英伟达和博通都经历了大涨,股价分别上涨了154%和52%,这主要受益于人工智能相关支出的激增。其中,英伟达的购买尤其值得注意,因为佩洛西与英伟达有着悠久而引人注目的交易历史,她在2023年末曾进行的一次非常成功的期权交易。而早在2024年初,据报道,佩洛西对英伟达投资收益已经超过了她作为国会议员的年薪。而对于博通的看涨期权,其行权价为800美元,也具有很大的潜在上涨空间,因为华尔街普遍认为博通的股票将在未来12个月内至少再上涨11%。佩洛西这里购买的实际上是期权里面的LEAPS。什么是LEAPS?LEAPS英文全称为long-term equity anticipation securities,指到期日超过 1 年的期权。它们在功能上与大多数其他上市期权相同,只是到期时间更长。除了到期日较晚之外,LEAPS 与短期期权没有什么不同。到期时间越长,长期投资者就越有可能参与长期价格波动。佩洛西LEAPS案例6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。回看当日的期权成交情况,成交价在836.93美元。资料来源:老虎国际佩洛西持有博通的真实成本为期权花费加上800美元的行权价为1","listText":"被称为“国会山股神”的美国前众议长佩洛西近期频繁出手,根据国会议员交易纪录显示,佩洛西购买了博通的看涨期权和1万股英伟达股票,卖掉了部分特斯拉和VISA股票。资料来源:老虎国际佩洛西买入长期看涨期权根据纪录,6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。这笔交易的总价值估计在1,000,001美元至5,000,000美元之间。两天后的26日,佩洛西又进行了另一笔重要投资,购买了10,000股英伟达公司的股票。这笔交易与博通的购买类似,估值在1,000,001美元至5,000,000美元之间。今年以来,英伟达和博通都经历了大涨,股价分别上涨了154%和52%,这主要受益于人工智能相关支出的激增。其中,英伟达的购买尤其值得注意,因为佩洛西与英伟达有着悠久而引人注目的交易历史,她在2023年末曾进行的一次非常成功的期权交易。而早在2024年初,据报道,佩洛西对英伟达投资收益已经超过了她作为国会议员的年薪。而对于博通的看涨期权,其行权价为800美元,也具有很大的潜在上涨空间,因为华尔街普遍认为博通的股票将在未来12个月内至少再上涨11%。佩洛西这里购买的实际上是期权里面的LEAPS。什么是LEAPS?LEAPS英文全称为long-term equity anticipation securities,指到期日超过 1 年的期权。它们在功能上与大多数其他上市期权相同,只是到期时间更长。除了到期日较晚之外,LEAPS 与短期期权没有什么不同。到期时间越长,长期投资者就越有可能参与长期价格波动。佩洛西LEAPS案例6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。回看当日的期权成交情况,成交价在836.93美元。资料来源:老虎国际佩洛西持有博通的真实成本为期权花费加上800美元的行权价为1","text":"被称为“国会山股神”的美国前众议长佩洛西近期频繁出手,根据国会议员交易纪录显示,佩洛西购买了博通的看涨期权和1万股英伟达股票,卖掉了部分特斯拉和VISA股票。资料来源:老虎国际佩洛西买入长期看涨期权根据纪录,6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。这笔交易的总价值估计在1,000,001美元至5,000,000美元之间。两天后的26日,佩洛西又进行了另一笔重要投资,购买了10,000股英伟达公司的股票。这笔交易与博通的购买类似,估值在1,000,001美元至5,000,000美元之间。今年以来,英伟达和博通都经历了大涨,股价分别上涨了154%和52%,这主要受益于人工智能相关支出的激增。其中,英伟达的购买尤其值得注意,因为佩洛西与英伟达有着悠久而引人注目的交易历史,她在2023年末曾进行的一次非常成功的期权交易。而早在2024年初,据报道,佩洛西对英伟达投资收益已经超过了她作为国会议员的年薪。而对于博通的看涨期权,其行权价为800美元,也具有很大的潜在上涨空间,因为华尔街普遍认为博通的股票将在未来12个月内至少再上涨11%。佩洛西这里购买的实际上是期权里面的LEAPS。什么是LEAPS?LEAPS英文全称为long-term equity anticipation securities,指到期日超过 1 年的期权。它们在功能上与大多数其他上市期权相同,只是到期时间更长。除了到期日较晚之外,LEAPS 与短期期权没有什么不同。到期时间越长,长期投资者就越有可能参与长期价格波动。佩洛西LEAPS案例6月24日,佩洛西购买了20份博通公司行权价为800美元、到期日为2025年6月20日的看涨期权。回看当日的期权成交情况,成交价在836.93美元。资料来源:老虎国际佩洛西持有博通的真实成本为期权花费加上800美元的行权价为1","images":[{"img":"https://static.tigerbbs.com/1c15b9d49716a57f38cadc5a99ec160c","width":"816","height":"498"},{"img":"https://static.tigerbbs.com/e4b71b6e5ba2442f90681b406dee0062","width":"830","height":"570"},{"img":"https://static.tigerbbs.com/c33931da687629e18b72551d905945e1","width":"831","height":"406"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323761247272984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288879290171600,"gmtCreate":1711551614569,"gmtModify":1711551616140,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288879290171600","repostId":"2422631321","repostType":2,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288683464519808,"gmtCreate":1711512129293,"gmtModify":1711512131038,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"在长期看,我们都死了","listText":"在长期看,我们都死了","text":"在长期看,我们都死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288683464519808","repostId":"2422650248","repostType":2,"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273375960932488,"gmtCreate":1707789504088,"gmtModify":1707792659343,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ","listText":"<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> ","text":"$ARM Holdings Ltd(ARM)$","images":[{"img":"https://static.tigerbbs.com/456e0de3c10f39ca549d71a7e6ffb5f9","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273375960932488","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":268364432506984,"gmtCreate":1706541539118,"gmtModify":1706541540423,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268364432506984","repostId":"1173594683","repostType":2,"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264305587380536,"gmtCreate":1705544880326,"gmtModify":1705544881668,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"哈哈哈","listText":"哈哈哈","text":"哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264305587380536","repostId":"1148746601","repostType":2,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251292649640160,"gmtCreate":1702387934592,"gmtModify":1702387935970,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"nv","listText":"nv","text":"nv","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251292649640160","repostId":"251335149711664","repostType":1,"repost":{"id":251335149711664,"gmtCreate":1702369234340,"gmtModify":1702369307359,"author":{"id":"10000000000010366","authorId":"10000000000010366","name":"半导体Bot","avatar":"https://static.tigerbbs.com/8d0e9f632cb989ffc1282913c1284971","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010366","idStr":"10000000000010366"},"themes":[],"title":"九头蛇英伟达,还有多久才会被拉下宝座?","htmlText":"今年以来,风头最盛的科技公司无疑是英伟达,这家位于美国的跨国科技公司可以说是当今世界上最重要的公司之一。但对于普通人来说,过去除了PC消费者和游戏玩家外,许多人甚至都知道这公司是做什么的。今天我们来复盘一下英伟达的成功史,聊聊这家公司在当下能带给我们哪些启示。创立伊始英伟达成立于1993年初,由黄仁勋,Chris Malachowsky,Curtis Priem三人在美国东圣何塞的一家路边小餐馆创立。相比于创立于1969年的AMD,英伟达其实是一家更为年轻的公司。图片但是三位创始人都拥有深厚的相关行业背景。黄仁勋是中国台湾人,五岁时全家移居到了美国。后来成为了一名电气工程师,曾任LSI Logic 硬件总监和AMD微处理器设计师。Chris Malachowsky 是曾在Sun Microsystems工作的工程师;Curtis Priem曾任IBM和 Sun Microsystems的高级工程师和图形芯片设计师。创立伊始,三人就认为下一波计算浪潮的正确方向是基于图形计算的加速计算,因为它可以解决通用计算无法解决的问题。举例来说,过去的电脑游戏完全依赖CPU进行运算。因为当时游戏主要是在MS-DOS系统下运行,图像简陋,大部分时间是命令行交互。然而,随着游戏技术的不断发展和计算机图形学的进步,越来越多的游戏逐渐从MS-DOS(命令行交互系统)转向Windows(图形交互系统)。随之而来的是视频游戏的数量急剧增加。图片他们当时判断,这类视频游戏在未来将会拥有广阔的市场,而视频游戏所需的图形处理,特别是3D图形,需要大量的浮点数学计算,如何给视频游戏绘制图形,提高动态场景下表现力就是图形计算问题中最具挑战性的问题之一。而CPU中的数学协处理器明显无法满足这些需求。所以电脑图像等图形计算越来越需要专用的图形处理模块。后来GPU的成功也证明了三人对未来的惊人洞察力。视频游戏在未来成","listText":"今年以来,风头最盛的科技公司无疑是英伟达,这家位于美国的跨国科技公司可以说是当今世界上最重要的公司之一。但对于普通人来说,过去除了PC消费者和游戏玩家外,许多人甚至都知道这公司是做什么的。今天我们来复盘一下英伟达的成功史,聊聊这家公司在当下能带给我们哪些启示。创立伊始英伟达成立于1993年初,由黄仁勋,Chris Malachowsky,Curtis Priem三人在美国东圣何塞的一家路边小餐馆创立。相比于创立于1969年的AMD,英伟达其实是一家更为年轻的公司。图片但是三位创始人都拥有深厚的相关行业背景。黄仁勋是中国台湾人,五岁时全家移居到了美国。后来成为了一名电气工程师,曾任LSI Logic 硬件总监和AMD微处理器设计师。Chris Malachowsky 是曾在Sun Microsystems工作的工程师;Curtis Priem曾任IBM和 Sun Microsystems的高级工程师和图形芯片设计师。创立伊始,三人就认为下一波计算浪潮的正确方向是基于图形计算的加速计算,因为它可以解决通用计算无法解决的问题。举例来说,过去的电脑游戏完全依赖CPU进行运算。因为当时游戏主要是在MS-DOS系统下运行,图像简陋,大部分时间是命令行交互。然而,随着游戏技术的不断发展和计算机图形学的进步,越来越多的游戏逐渐从MS-DOS(命令行交互系统)转向Windows(图形交互系统)。随之而来的是视频游戏的数量急剧增加。图片他们当时判断,这类视频游戏在未来将会拥有广阔的市场,而视频游戏所需的图形处理,特别是3D图形,需要大量的浮点数学计算,如何给视频游戏绘制图形,提高动态场景下表现力就是图形计算问题中最具挑战性的问题之一。而CPU中的数学协处理器明显无法满足这些需求。所以电脑图像等图形计算越来越需要专用的图形处理模块。后来GPU的成功也证明了三人对未来的惊人洞察力。视频游戏在未来成","text":"今年以来,风头最盛的科技公司无疑是英伟达,这家位于美国的跨国科技公司可以说是当今世界上最重要的公司之一。但对于普通人来说,过去除了PC消费者和游戏玩家外,许多人甚至都知道这公司是做什么的。今天我们来复盘一下英伟达的成功史,聊聊这家公司在当下能带给我们哪些启示。创立伊始英伟达成立于1993年初,由黄仁勋,Chris Malachowsky,Curtis Priem三人在美国东圣何塞的一家路边小餐馆创立。相比于创立于1969年的AMD,英伟达其实是一家更为年轻的公司。图片但是三位创始人都拥有深厚的相关行业背景。黄仁勋是中国台湾人,五岁时全家移居到了美国。后来成为了一名电气工程师,曾任LSI Logic 硬件总监和AMD微处理器设计师。Chris Malachowsky 是曾在Sun Microsystems工作的工程师;Curtis Priem曾任IBM和 Sun Microsystems的高级工程师和图形芯片设计师。创立伊始,三人就认为下一波计算浪潮的正确方向是基于图形计算的加速计算,因为它可以解决通用计算无法解决的问题。举例来说,过去的电脑游戏完全依赖CPU进行运算。因为当时游戏主要是在MS-DOS系统下运行,图像简陋,大部分时间是命令行交互。然而,随着游戏技术的不断发展和计算机图形学的进步,越来越多的游戏逐渐从MS-DOS(命令行交互系统)转向Windows(图形交互系统)。随之而来的是视频游戏的数量急剧增加。图片他们当时判断,这类视频游戏在未来将会拥有广阔的市场,而视频游戏所需的图形处理,特别是3D图形,需要大量的浮点数学计算,如何给视频游戏绘制图形,提高动态场景下表现力就是图形计算问题中最具挑战性的问题之一。而CPU中的数学协处理器明显无法满足这些需求。所以电脑图像等图形计算越来越需要专用的图形处理模块。后来GPU的成功也证明了三人对未来的惊人洞察力。视频游戏在未来成","images":[{"img":"https://static.tigerbbs.com/00f2084105ade9ebc05d88d007c471c7","width":"618","height":"336"},{"img":"https://static.tigerbbs.com/0f73172ae8eae6cc95eb9ae68f62dd87","width":"1080","height":"675"},{"img":"https://static.tigerbbs.com/6fd5684be7deeac654ad1ba45dd3ba99","width":"1080","height":"699"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251335149711664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251209405743208,"gmtCreate":1702338642609,"gmtModify":1702338644029,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251209405743208","repostId":"2390885398","repostType":2,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244655775129888,"gmtCreate":1700744962684,"gmtModify":1700744964036,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244655775129888","repostId":"2385143611","repostType":2,"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":227687686516840,"gmtCreate":1696595814208,"gmtModify":1696595815556,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"我去","listText":"我去","text":"我去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/227687686516840","repostId":"1146127112","repostType":2,"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218945255915776,"gmtCreate":1694477555099,"gmtModify":1694477556408,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218945255915776","repostId":"218775976120560","repostType":1,"repost":{"id":218775976120560,"gmtCreate":1694435447518,"gmtModify":1694435473469,"author":{"id":"3527667608392900","authorId":"3527667608392900","name":"芯潮","avatar":"https://static.tigerbbs.com/feac0f5f370e5db4646bf8b1ef22253f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667608392900","idStr":"3527667608392900"},"themes":[],"title":"Arm的缺点!","htmlText":"在之前的文章中,我探讨了Arm的财务状况,根据历史估值判断,Arm留给二级市场的空间并不大。《<a href=\"https://laohu8.com/TW/217372487020616\" target=\"_blank\">ARM贵不贵?上市首日能涨多少?</a>》虽然估值超高,但Arm依然得到资金的疯抢,有传言称,公司已获6倍超额认购,IPO定价或超过上限。夸赞Arm的文章有很多,赘述毫无新意,这篇文章聊聊Arm的缺点。Arm在智能手机芯片架构方面处于垄断地位,无论是iOS还是安卓,都是Arm的拥簇,而且在可预见的未来,这种垄断地位难以撼动。这难免让人想起EUV光刻机霸主阿斯麦,正是得益于这种绝对垄断地位,公司的市盈率常年处于高位:虽然都是垄断,但细微之处还是有差别的,比如客户关系。阿斯麦和客户之间的关系非常融洽,甚至光刻机的研发离不开客户的配合,比如上世纪90年代,光刻机的光源波长被卡死在193nm,成为了摆在全产业面前的一道难关。此时,台积电的工程师林本坚提出在透镜和硅片之间加一层水,将原有的193nm激光经过折射,直接越过157nm的天堑,降低到132nm!阿斯麦采用了这个建议,与台积电合作研发出浸润式光刻机,一跃成为光刻机老大。但是,Arm与客户的关系并不融洽,主要是其商业模式属于专利授权,Arm的定价及约束非常严苛,比如今年4月,Arm改变了收费模式。此前,客户支付技术授权费来购买Arm的IP授权,价格取决于授权技术的复杂程度,并且Arm还会根据芯片厂商的处理器价格抽取一定的版税,版权按照单个芯片售价的1%~2%来计算。未来,ARM计划不再根据“芯片价值”向厂商收取使用其设计的专利费,而是根据“终端价值”收费,希望以此大幅提振专利收入。很多终端厂商不由怒批:“Arm是在明目张胆的和客户抢利润,是在吸合作伙伴的血,简直就是蛀虫行径!”专利霸权也引发了Arm与大客户高","listText":"在之前的文章中,我探讨了Arm的财务状况,根据历史估值判断,Arm留给二级市场的空间并不大。《<a href=\"https://laohu8.com/TW/217372487020616\" target=\"_blank\">ARM贵不贵?上市首日能涨多少?</a>》虽然估值超高,但Arm依然得到资金的疯抢,有传言称,公司已获6倍超额认购,IPO定价或超过上限。夸赞Arm的文章有很多,赘述毫无新意,这篇文章聊聊Arm的缺点。Arm在智能手机芯片架构方面处于垄断地位,无论是iOS还是安卓,都是Arm的拥簇,而且在可预见的未来,这种垄断地位难以撼动。这难免让人想起EUV光刻机霸主阿斯麦,正是得益于这种绝对垄断地位,公司的市盈率常年处于高位:虽然都是垄断,但细微之处还是有差别的,比如客户关系。阿斯麦和客户之间的关系非常融洽,甚至光刻机的研发离不开客户的配合,比如上世纪90年代,光刻机的光源波长被卡死在193nm,成为了摆在全产业面前的一道难关。此时,台积电的工程师林本坚提出在透镜和硅片之间加一层水,将原有的193nm激光经过折射,直接越过157nm的天堑,降低到132nm!阿斯麦采用了这个建议,与台积电合作研发出浸润式光刻机,一跃成为光刻机老大。但是,Arm与客户的关系并不融洽,主要是其商业模式属于专利授权,Arm的定价及约束非常严苛,比如今年4月,Arm改变了收费模式。此前,客户支付技术授权费来购买Arm的IP授权,价格取决于授权技术的复杂程度,并且Arm还会根据芯片厂商的处理器价格抽取一定的版税,版权按照单个芯片售价的1%~2%来计算。未来,ARM计划不再根据“芯片价值”向厂商收取使用其设计的专利费,而是根据“终端价值”收费,希望以此大幅提振专利收入。很多终端厂商不由怒批:“Arm是在明目张胆的和客户抢利润,是在吸合作伙伴的血,简直就是蛀虫行径!”专利霸权也引发了Arm与大客户高","text":"在之前的文章中,我探讨了Arm的财务状况,根据历史估值判断,Arm留给二级市场的空间并不大。《ARM贵不贵?上市首日能涨多少?》虽然估值超高,但Arm依然得到资金的疯抢,有传言称,公司已获6倍超额认购,IPO定价或超过上限。夸赞Arm的文章有很多,赘述毫无新意,这篇文章聊聊Arm的缺点。Arm在智能手机芯片架构方面处于垄断地位,无论是iOS还是安卓,都是Arm的拥簇,而且在可预见的未来,这种垄断地位难以撼动。这难免让人想起EUV光刻机霸主阿斯麦,正是得益于这种绝对垄断地位,公司的市盈率常年处于高位:虽然都是垄断,但细微之处还是有差别的,比如客户关系。阿斯麦和客户之间的关系非常融洽,甚至光刻机的研发离不开客户的配合,比如上世纪90年代,光刻机的光源波长被卡死在193nm,成为了摆在全产业面前的一道难关。此时,台积电的工程师林本坚提出在透镜和硅片之间加一层水,将原有的193nm激光经过折射,直接越过157nm的天堑,降低到132nm!阿斯麦采用了这个建议,与台积电合作研发出浸润式光刻机,一跃成为光刻机老大。但是,Arm与客户的关系并不融洽,主要是其商业模式属于专利授权,Arm的定价及约束非常严苛,比如今年4月,Arm改变了收费模式。此前,客户支付技术授权费来购买Arm的IP授权,价格取决于授权技术的复杂程度,并且Arm还会根据芯片厂商的处理器价格抽取一定的版税,版权按照单个芯片售价的1%~2%来计算。未来,ARM计划不再根据“芯片价值”向厂商收取使用其设计的专利费,而是根据“终端价值”收费,希望以此大幅提振专利收入。很多终端厂商不由怒批:“Arm是在明目张胆的和客户抢利润,是在吸合作伙伴的血,简直就是蛀虫行径!”专利霸权也引发了Arm与大客户高","images":[{"img":"https://static.tigerbbs.com/de47c888a0991f182fe0adbbb894d716","width":"1077","height":"318"},{"img":"https://static.tigerbbs.com/75f2a8fe3f795f232b2aae2af4342b75","width":"1442","height":"614"},{"img":"https://static.tigerbbs.com/806d38b62a2c0f46ac2155440f375264","width":"908","height":"629"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218775976120560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201771480436736,"gmtCreate":1690268037270,"gmtModify":1690268038560,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2309(NQmain)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2309(NQmain)$ </a><v-v data-views=\"1\"></v-v>","text":"$NQ100指数主连 2309(NQmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201771480436736","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625660904,"gmtCreate":1676441447808,"gmtModify":1676441448530,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><v-v data-views=\"1\"></v-v>","text":"$恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625660904","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625913952,"gmtCreate":1676012152877,"gmtModify":1676012153912,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><v-v data-views=\"1\"></v-v>","text":"$恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625913952","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":629139310,"gmtCreate":1670325245430,"gmtModify":1670325247104,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629139310","repostId":"1168253231","repostType":2,"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620572002,"gmtCreate":1669878441906,"gmtModify":1669878443630,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620572002","repostId":"828353131","repostType":1,"repost":{"id":828353131,"gmtCreate":1633849871673,"gmtModify":1633849871673,"author":{"id":"3549029666728994","authorId":"3549029666728994","name":"蕴翔财经","avatar":"https://static.tigerbbs.com/eedeb6c7dae5914a1e7e9bbe4abc51ac","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549029666728994","idStr":"3549029666728994"},"themes":[],"title":"Whatfix完成对印度学习管理平台Nittio Learn的收购","htmlText":"据外媒报道,印度SaaS初创公司Whatfix已经完成对当地学习管理平台Nittio Learn的收购,但具体收购金额并未透露。Whatfix由Vara Kumar和Khadim Batti创立于2014年,主要通过其SaaS产品为客户提供数字化部署解决方案(DAS),帮助企业提升员工入职、培训及自助服务等方面的效率。在悉尼、伦敦、班加罗尔、圣何塞和旧金山等地均有办事处。Nittio Learn则由Aravindan Rs、Gagandeep Singh Josan和Ritu Josan于2013年创立,主要是为公司提供员工培训服务,丰富员工技能,从而提高其工作效率。Whatfix曾在今年6月进行一笔规模为9000万美元的融资,由软银愿景基金2号领投,红杉资本(印度)和Eight Roads Ventures等参投,助其估值实现400%的增长,达到6亿美元。该公司联合创始人兼CEO Khadim Batti表示,收购和合并是公司策略的一个重要组成部分,已经留出预算做收购,并将组建专门的收购团队。而通过此次收购,Whatfix能提高其培训能力,创造出更多个性化,互动性强且适应用户需求的内容。此外,Nittoio Learn的创始人Aravindan Rs、Gagandeep Singh Josan和团队都将加入Whatfix。","listText":"据外媒报道,印度SaaS初创公司Whatfix已经完成对当地学习管理平台Nittio Learn的收购,但具体收购金额并未透露。Whatfix由Vara Kumar和Khadim Batti创立于2014年,主要通过其SaaS产品为客户提供数字化部署解决方案(DAS),帮助企业提升员工入职、培训及自助服务等方面的效率。在悉尼、伦敦、班加罗尔、圣何塞和旧金山等地均有办事处。Nittio Learn则由Aravindan Rs、Gagandeep Singh Josan和Ritu Josan于2013年创立,主要是为公司提供员工培训服务,丰富员工技能,从而提高其工作效率。Whatfix曾在今年6月进行一笔规模为9000万美元的融资,由软银愿景基金2号领投,红杉资本(印度)和Eight Roads Ventures等参投,助其估值实现400%的增长,达到6亿美元。该公司联合创始人兼CEO Khadim Batti表示,收购和合并是公司策略的一个重要组成部分,已经留出预算做收购,并将组建专门的收购团队。而通过此次收购,Whatfix能提高其培训能力,创造出更多个性化,互动性强且适应用户需求的内容。此外,Nittoio Learn的创始人Aravindan Rs、Gagandeep Singh Josan和团队都将加入Whatfix。","text":"据外媒报道,印度SaaS初创公司Whatfix已经完成对当地学习管理平台Nittio Learn的收购,但具体收购金额并未透露。Whatfix由Vara Kumar和Khadim Batti创立于2014年,主要通过其SaaS产品为客户提供数字化部署解决方案(DAS),帮助企业提升员工入职、培训及自助服务等方面的效率。在悉尼、伦敦、班加罗尔、圣何塞和旧金山等地均有办事处。Nittio Learn则由Aravindan Rs、Gagandeep Singh Josan和Ritu Josan于2013年创立,主要是为公司提供员工培训服务,丰富员工技能,从而提高其工作效率。Whatfix曾在今年6月进行一笔规模为9000万美元的融资,由软银愿景基金2号领投,红杉资本(印度)和Eight Roads Ventures等参投,助其估值实现400%的增长,达到6亿美元。该公司联合创始人兼CEO Khadim Batti表示,收购和合并是公司策略的一个重要组成部分,已经留出预算做收购,并将组建专门的收购团队。而通过此次收购,Whatfix能提高其培训能力,创造出更多个性化,互动性强且适应用户需求的内容。此外,Nittoio Learn的创始人Aravindan Rs、Gagandeep Singh Josan和团队都将加入Whatfix。","images":[{"img":"https://static.tigerbbs.com/eeda55a83712c10a955de8e6ef344c8d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828353131","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620543211,"gmtCreate":1669870805933,"gmtModify":1669870808875,"author":{"id":"3576073448098987","authorId":"3576073448098987","name":"kirascobol","avatar":"https://static.tigerbbs.com/bcf913bc9685b4c2d9c14beeec840ea7","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576073448098987","idStr":"3576073448098987"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620543211","repostId":"1132114091","repostType":2,"isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}