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沉穩
01-27
Deepseek为何在短时间内抢占app store下载第一位?它会颠覆整个人工智能行业?
近年来,人工智慧(AI)领域迎来了前所未有的变革,随著技术的快速发展,全球各大科技公司纷纷推出创新产品以抢占市场。然而,来自中国的新兴AI公司DeepSeek以其突破性的技术和创新模式,正对OpenAI、Copilot及整个AI行业产生深远影响。 DeepSeek的创新与技术优势 DeepSeek最近推出了两个颇具竞争力的AI模型——DeepSeek-V3和DeepSeek-R1,这些模型在性能和成本效益方面都有显著优势: 1. **DeepSeek-V3**:这个模型专注于自然语言处理,并在客户服务、教育和医疗等多个领域中表现出色。其在理解中文语言和文化背景方面尤为突出,这使得其在中文市场中具有不可忽视的竞争力。 2. **DeepSeek-R1**:作为一个成本效益更高的模型,DeepSeek-R1的性能与OpenAI的ChatGPT相媲美,但价格却更低,这对市场产生了显著的冲击。 对OpenAI的冲击 OpenAI的GPT系列模型一直是AI行业的领导者,然而,DeepSeek的出现改变了这一现状: 1. **技术挑战**:DeepSeek的技术创新使得OpenAI不得不重新评估其技术策略,特别是在自然语言处理领域。DeepSeek-V3在某些领域的表现甚至超越了OpenAI的模型,这促使OpenAI加快技术研发步伐以保持竞争力。 2. **市场压力**:DeepSeek-R1的低成本高效能策略,使得OpenAI在市场上面临更多价格竞争。这使得OpenAI需要在技术创新与市场推广上投入更多资源,以保持其市场份额。 影响Copilot Copilot是Microsoft的AI助理,主要用于帮助开发者写作和编程。DeepSeek的技术创新同样对Copilot产生了重大影响: 1. **技术整合**:DeepSeek的模型在某些领域中的性能优势,可能促使Copilot的开发团
Deepseek为何在短时间内抢占app store下载第一位?它会颠覆整个人工智能行业?
沉穩
01-26
我将考虑于明天开 Palantir Technologies (NASDAQ: PLTR) 是一家专注于大数据分析的软件公司,成立于2003年,总部位于美国科罗拉多州丹佛市。该公司以其强大的数据整合和分析能力闻名,主要客户包括政府机构和大型企业。Palantir的两大核心产品——Gotham和Foundry,分别针对政府与商业市场,提供数据驱动的决策支持。随著数据在现代社会中的重要性日益增加,Palantir的业务模式与技术能力使其在市场中占据了独特的地位。 2025年2月3日,Palantir将发布其最新季度财报。本文将深入分析该公司的业绩表现,并探讨其未来的发展前景。 --- **一、Palantir 近期业绩回顾** 在过去几年中,Palantir的业绩表现呈现稳步增长的趋势。以下是几个关键财务指标的回顾: 1. **收入增长** Palantir的收入主要来自于政府合同和商业客户。近年来,该公司在商业领域的扩张尤其显著。根据2024年的财报数据,Palantir的总收入同比增长约25%,达到22亿美元。其中,商业收入增长超过30%,显示出其在企业市场中的竞争力。 2. **盈利能力** 经过多年的高额研发投入和市场扩张,Palantir在2023年首次实现全年盈利。2024年,该公司的净利润率进一步提升至10%左右,显示出其业务模式的成熟与效率的提升。 3. **客户增长** Palantir的客户数量持续增加,尤其是中小型企业客户的增长显著。截至2024年底,该公司的客户总数已超过400家,其中包括多家财富500强企业。 4. **现金流与资产负债表** Palantir的现金流状况稳健,截至2024年底,公司持有约30亿美元的现金及等价物,负债水平较低,这为其未来的扩张提供了充足的财务弹性。 --- **二、2025年Q1业绩预期** 根据市场分析师的预测,Pa
沉穩
2024-05-22
英伟达的看涨期权很贵,但我觉得还是值得买入,因为晶片是人工智能的基础建设
沉穩
03-12
我开仓了
$SoFi Technologies Inc.(SOFI)$
,买入SoFi的原因在于其强劲的增长势头、多元化的金融产品线、不断扩大的市场份额以及金融科技行业的广阔前景,具备长期投资潜力。加止股价由16块钱跌到11块钱,所以决定加仓
沉穩
02-13
看好
$Coinbase Global, Inc.(COIN)$
, 盘前正在快速拉升 Coinbase最近公布了其最新的财务业绩报告。根据报告,Coinbase在2024年第三季度的总营收为12.05亿美元,较上一季度的14.5亿美元下降了17%。尽管如此,Coinbase董事会批准了一项价值十亿美元的股票回购计划,这显示了公司对未来的信心 此外,Coinbase的稳定币收入有所增长,第三季度的稳定币营收为2.47亿美元,较上一季度的2.4亿美元略有增长这表明稳定币在Coinbase的策略中占据了重要地位。 总体来说,尽管营收有所下降,但Coinbase通过股票回购计划和稳定币收入的增长,展示了其对未来的乐观态度和信心。
沉穩
02-10
我开仓了
$谷歌(GOOG)$
,(null) 买入Google的原因是看好AI的前景,deepseek的出现反而令理个AI产业有竞争才有进步。我认为今次Google业绩及基本面不错。财报后的大跌只是市场对2025年750亿美金的资本资出感到惊讶,因为DeepSeek只用了低成本便把AI搞了出来。加上Google云业务增速略低市场预期,因此市场借机出货!巴老说别人恐惧我贪婪,我认为现在可以少注加仓。
沉穩
01-27
$谷歌(GOOG)$
沉穩
01-04
做每星期short call比较好,TSLA爆升潜力不可以小看,一两个星期随时$500,short call $430-$450蚀疯
沉穩
03-11
我开仓了
$Vanguard标普500ETF(VOO)$
,买入VOO(Vanguard S&P 500 ETF)作为整个投资组合的基础,是一种稳健且高效的投资策略。VOO追踪标普500指数,涵盖美国500家大型上市公司,行业分布广泛,包括科技、金融、医疗、消费等领域,能够有效分散风险。标普500指数长期表现优异,年均回报率约8-10%,是长期财富积累的可靠工具。 VOO的费用率极低(0.03%),远低于主动管理基金,长期持有可显著降低投资成本。此外,VOO流动性高,交易灵活,适合不同规模的投资者。作为被动型ETF,VOO避免了主动管理基金的人为失误风险,更贴近市场整体表现。 将VOO作为投资组合的核心,再根据风险偏好和投资目标配置其他资产(如债券、国际股票或行业ETF),可构建一个平衡且多元化的投资组合,适合长期投资者追求稳健回报。
沉穩
03-04
东升要降是时候买入中国资产!恒指成份股及A股的股值远低于美股这会是个很好的投资机会
沉穩
03-04
纳指很弱已接近底部!我会买少许TQQQ 的long call博取短线反弹!
沉穩
02-25
我平仓了
$谷歌(GOOG)$
,暂时先行卖出部分GOOG获利了结离场。有感目前市况不稳加上GOOG的坏消息每天推层出新,看还有利润把握机会增持现金。
沉穩
02-24
$谷歌(GOOG)$
沉穩
02-18
我开仓了
$谷歌(GOOG)$
,买入Google的原因是看好AI的前景,deepseek的出现反而令理个AI产业有竞争才有进步。财报后的大跌只是市场对2025年750亿美金的资本资出感到惊讶。
沉穩
02-18
感觉有点卡?不知道是否网络问题? 老虎证券真是与时俱进,应该是目前第一家接入DeepSeek? 已经遥遥领先富途了!
沉穩
02-04
我开仓了
$谷歌(GOOG)$
,据国家市场监管总局消息,因谷歌公司涉嫌违反《中华人民共和国反垄断法》,市场监管总局依法对谷歌公司开展立案调查。 市场的反应显示了谷歌的业绩正面及增长强劲,就算有上述的新闻出现也不影响谷歌在业绩后反复上涨的趋势,因此在业绩后果断开仓。
沉穩
2024-03-16
买入派息基金月月收息可以创做被动收入 我个人会再配搭上房地产信托基金及指数ETF,进可攻退可守!
沉穩
03-04
我应该现价NVDA真是超值是长线入手的好机会,我会选择仲short put,年化收益率可达40%以上十分香
沉穩
02-21
$特斯拉(TSLA)$
Grok 3:特斯拉的救命稻草还是马斯克的又一噱头? 埃隆·马斯克的人工智能公司发布Grok 3,号称"地球上最聪明的AI"。这一消息在科技界掀起波澜,也让人不禁联想:Grok 3能否成为特斯拉的救命稻草,扭转其股价颓势?马斯克能否借此重现"特斯拉时刻",在AI领域再创奇迹? Grok 3的技术实力确实不容小觑。据报道,其参数规模达到万亿级别,在多项基准测试中表现优异。但AI模型的优劣不仅取决于参数规模,更在于实际应用效果。OpenAI的ChatGPT已经建立了强大的用户基础和生态系统,Grok 3想要后来居上并非易事。更何况,AI领域的竞争早已白热化,谷歌、微软等科技巨头都在加紧布局。 对于特斯拉而言,Grok 3的发布或许能在短期内提振股价,但难以从根本上扭转其面临的挑战。特斯拉的核心问题在于电动汽车市场竞争加剧、利润率下降,以及马斯克本人过于分散的精力。AI业务固然前景广阔,但与特斯拉的主营业务协同效应有限,难以在短期内贡献实质性业绩。 展望本周特斯拉股价走势,Grok 3的发布可能带来短期反弹,但考虑到特斯拉面临的基本面压力,反弹空间可能有限。投资者应保持谨慎,不要被马斯克的宏大叙事所迷惑。毕竟,在资本市场,实打实的业绩才是硬道理,华丽的科技概念难以支撑长期股价。
沉穩
02-21
$蜜雪集团(02097)$
蜜雪IPO:是资本盛宴还是泡沫破裂的前奏? 蜜雪冰城即将登陆港交所,成为第四家赴港上市的新茶饮品牌。这个以"高质低价"著称的茶饮品牌,在资本市场掀起了不小的波澜。但面对奈雪的茶、茶百道等前辈上市首日即破发的惨淡表现,投资者不禁要问:蜜雪能否打破新茶饮的"破发魔咒"? 蜜雪的商业模式确实有其独到之处。通过严格控制成本、优化供应链,蜜雪成功将产品价格控制在10元以下,在竞争激烈的茶饮市场中开辟了一条差异化道路。这种"薄利多销"的策略,使其在下沉市场所向披靡,门店数量迅速突破两万家。但资本市场的逻辑与实体经营大不相同,投资者更看重企业的盈利能力和增长潜力。 新茶饮行业面临的挑战不容忽视。原材料成本上涨、租金压力增加、同质化竞争加剧,这些都在压缩企业的利润空间。奈雪的茶上市后的表现已经证明,单纯依靠门店扩张难以支撑股价。蜜雪虽然通过低价策略打开了市场,但低价也意味着更薄的利润,在资本市场上未必能获得高估值。 蜜雪的IPO之路充满不确定性。一方面,其独特的商业模式和庞大的门店网络确实具有吸引力;另一方面,新茶饮行业的整体困境和资本市场的谨慎态度,又为其上市前景蒙上阴影。对于投资者而言,需要审慎评估蜜雪的长期价值,而不是被短期的市场热度所迷惑。毕竟,资本市场从来都不是一场简单的数字游戏,而是对企业核心竞争力的严峻考验。
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,买入SoFi的原因在于其强劲的增长势头、多元化的金融产品线、不断扩大的市场份额以及金融科技行业的广阔前景,具备长期投资潜力。加止股价由16块钱跌到11块钱,所以决定加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412785904312384","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412781118927072,"gmtCreate":1741751541590,"gmtModify":1741756073213,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>,短线趋势交易,我自己承认看错边,紧急止蚀当买个教训。下次都是正正经经买QQQ好了,长揸个十年一定可以赚钱,最多留比个孙","listText":"我平仓了<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>,短线趋势交易,我自己承认看错边,紧急止蚀当买个教训。下次都是正正经经买QQQ好了,长揸个十年一定可以赚钱,最多留比个孙","text":"我平仓了$纳指三倍做空ETF(SQQQ)$ ,短线趋势交易,我自己承认看错边,紧急止蚀当买个教训。下次都是正正经经买QQQ好了,长揸个十年一定可以赚钱,最多留比个孙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412781118927072","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412619517194336,"gmtCreate":1741705628891,"gmtModify":1741707678051,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>,买入VOO(Vanguard S&P 500 ETF)作为整个投资组合的基础,是一种稳健且高效的投资策略。VOO追踪标普500指数,涵盖美国500家大型上市公司,行业分布广泛,包括科技、金融、医疗、消费等领域,能够有效分散风险。标普500指数长期表现优异,年均回报率约8-10%,是长期财富积累的可靠工具。 VOO的费用率极低(0.03%),远低于主动管理基金,长期持有可显著降低投资成本。此外,VOO流动性高,交易灵活,适合不同规模的投资者。作为被动型ETF,VOO避免了主动管理基金的人为失误风险,更贴近市场整体表现。 将VOO作为投资组合的核心,再根据风险偏好和投资目标配置其他资产(如债券、国际股票或行业ETF),可构建一个平衡且多元化的投资组合,适合长期投资者追求稳健回报。","listText":"我开仓了<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>,买入VOO(Vanguard S&P 500 ETF)作为整个投资组合的基础,是一种稳健且高效的投资策略。VOO追踪标普500指数,涵盖美国500家大型上市公司,行业分布广泛,包括科技、金融、医疗、消费等领域,能够有效分散风险。标普500指数长期表现优异,年均回报率约8-10%,是长期财富积累的可靠工具。 VOO的费用率极低(0.03%),远低于主动管理基金,长期持有可显著降低投资成本。此外,VOO流动性高,交易灵活,适合不同规模的投资者。作为被动型ETF,VOO避免了主动管理基金的人为失误风险,更贴近市场整体表现。 将VOO作为投资组合的核心,再根据风险偏好和投资目标配置其他资产(如债券、国际股票或行业ETF),可构建一个平衡且多元化的投资组合,适合长期投资者追求稳健回报。","text":"我开仓了$Vanguard标普500ETF(VOO)$ ,买入VOO(Vanguard S&P 500 ETF)作为整个投资组合的基础,是一种稳健且高效的投资策略。VOO追踪标普500指数,涵盖美国500家大型上市公司,行业分布广泛,包括科技、金融、医疗、消费等领域,能够有效分散风险。标普500指数长期表现优异,年均回报率约8-10%,是长期财富积累的可靠工具。 VOO的费用率极低(0.03%),远低于主动管理基金,长期持有可显著降低投资成本。此外,VOO流动性高,交易灵活,适合不同规模的投资者。作为被动型ETF,VOO避免了主动管理基金的人为失误风险,更贴近市场整体表现。 将VOO作为投资组合的核心,再根据风险偏好和投资目标配置其他资产(如债券、国际股票或行业ETF),可构建一个平衡且多元化的投资组合,适合长期投资者追求稳健回报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412619517194336","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412406710542920,"gmtCreate":1741705351289,"gmtModify":1741707645233,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>,买入VOO(追踪标普500指数的ETF)作为投资组合基础,可分散风险,获得市场平均回报,费用低且流动性好,适合长期持有。","listText":"我开仓了<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>,买入VOO(追踪标普500指数的ETF)作为投资组合基础,可分散风险,获得市场平均回报,费用低且流动性好,适合长期持有。","text":"我开仓了$Vanguard标普500ETF(VOO)$ ,买入VOO(追踪标普500指数的ETF)作为投资组合基础,可分散风险,获得市场平均回报,费用低且流动性好,适合长期持有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412406710542920","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412610027385016,"gmtCreate":1741705173378,"gmtModify":1741707618306,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>,买入VOO(追踪标普500指数的ETF)作为投资组合基础,可分散风险,获得市场平均回报,费用低且流动性好,适合长期持有。","listText":"我开仓了<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>,买入VOO(追踪标普500指数的ETF)作为投资组合基础,可分散风险,获得市场平均回报,费用低且流动性好,适合长期持有。","text":"我开仓了$Vanguard标普500ETF(VOO)$ ,买入VOO(追踪标普500指数的ETF)作为投资组合基础,可分散风险,获得市场平均回报,费用低且流动性好,适合长期持有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412610027385016","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412617603989600,"gmtCreate":1741705161801,"gmtModify":1741707596717,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>,买入VOO(追踪标普500指数的ETF)作为投资组合基础,可分散风险,获得市场平均回报,费用低且流动性好,适合长期持有。","listText":"我开仓了<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>,买入VOO(追踪标普500指数的ETF)作为投资组合基础,可分散风险,获得市场平均回报,费用低且流动性好,适合长期持有。","text":"我开仓了$Vanguard标普500ETF(VOO)$ ,买入VOO(追踪标普500指数的ETF)作为投资组合基础,可分散风险,获得市场平均回报,费用低且流动性好,适合长期持有。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412617603989600","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412405506413120,"gmtCreate":1741705056242,"gmtModify":1741707928552,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>,买入SQQQ(三倍做空纳斯达克100指数ETF)可对冲科技股下行风险,适合短期避险。但SQQQ因杠杆特性,长期持有可能面临损耗,需谨慎操作。","listText":"我开仓了<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>,买入SQQQ(三倍做空纳斯达克100指数ETF)可对冲科技股下行风险,适合短期避险。但SQQQ因杠杆特性,长期持有可能面临损耗,需谨慎操作。","text":"我开仓了$纳指三倍做空ETF(SQQQ)$ ,买入SQQQ(三倍做空纳斯达克100指数ETF)可对冲科技股下行风险,适合短期避险。但SQQQ因杠杆特性,长期持有可能面临损耗,需谨慎操作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412405506413120","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412614993035536,"gmtCreate":1741703845826,"gmtModify":1741704348016,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","text":"我开仓了$谷歌(GOOG)$ ,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412614993035536","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412398164984088,"gmtCreate":1741703830278,"gmtModify":1741704344296,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","text":"我开仓了$谷歌(GOOG)$ ,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412398164984088","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412590543380712,"gmtCreate":1741703818743,"gmtModify":1741704320479,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","text":"我开仓了$谷歌(GOOG)$ ,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412590543380712","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412400047088304,"gmtCreate":1741703807578,"gmtModify":1741704317333,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","text":"我开仓了$谷歌(GOOG)$ ,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412400047088304","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412400343716424,"gmtCreate":1741703796889,"gmtModify":1741704305435,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","text":"我开仓了$谷歌(GOOG)$ ,谷歌在全球搜索引擎市场占据绝对优势,市场份额超过90%,广告收入持续增长。 旗下拥有YouTube、Android、Google Cloud等,业务覆盖广泛,抗风险能力强。 谷歌母公司Alphabet的广告收入持续增长,YouTube和Google Cloud等业务也贡献显著。 广告业务毛利率高,盈利能力强劲,现金流充裕。 今天特价不买还待何时?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412400343716424","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412480379240928,"gmtCreate":1741675593739,"gmtModify":1741676719438,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"Trump trade效应已消退,大家务必紧慎行事,持盈保泰","listText":"Trump trade效应已消退,大家务必紧慎行事,持盈保泰","text":"Trump 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,Alphabet凭借其强大的市场地位、技术创新能力和多元化的业务布局,具备长期增长潜力。对于寻求稳健增长和科技股投资的投资者来说,GOOG是一个值得考虑的选择。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412035067163280","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411982951764464,"gmtCreate":1741602067747,"gmtModify":1741602073470,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"Sp只怕抄底抄在半山腰…到是把钱用来买入大盘指数基金及货币基金比较稳阵","listText":"Sp只怕抄底抄在半山腰…到是把钱用来买入大盘指数基金及货币基金比较稳阵","text":"Sp只怕抄底抄在半山腰…到是把钱用来买入大盘指数基金及货币基金比较稳阵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411982951764464","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412046602060200,"gmtCreate":1741587370016,"gmtModify":1741587374608,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"比较看好LULU, 他的产品十分舒适","listText":"比较看好LULU, 他的产品十分舒适","text":"比较看好LULU, 他的产品十分舒适","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412046602060200","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412057201537432,"gmtCreate":1741587301061,"gmtModify":1741587305822,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"htmlText":"有货简简单单short call好了,金融衍生工具搞得越复杂越易输钱","listText":"有货简简单单short call好了,金融衍生工具搞得越复杂越易输钱","text":"有货简简单单short 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href=\"https://laohu8.com/OPT/NVDA 20250314 100.0 PUT\">$NVDA 20250314 100.0 PUT$ </a>,对英伟达的长期前景有信心,卖出看跌期权可以在股价未跌破行权价时获利,即使跌破也愿意以较低价格买入股票。 同时因为隐含波动率高时,期权价格较高,卖出看跌期权能获得更多权利金。","text":"我开仓了$NVDA 20250314 100.0 PUT$ ,对英伟达的长期前景有信心,卖出看跌期权可以在股价未跌破行权价时获利,即使跌破也愿意以较低价格买入股票。 同时因为隐含波动率高时,期权价格较高,卖出看跌期权能获得更多权利金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410330874483200","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":396974255452320,"gmtCreate":1737942846684,"gmtModify":1737944681606,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"title":"Deepseek为何在短时间内抢占app store下载第一位?它会颠覆整个人工智能行业?","htmlText":"近年来,人工智慧(AI)领域迎来了前所未有的变革,随著技术的快速发展,全球各大科技公司纷纷推出创新产品以抢占市场。然而,来自中国的新兴AI公司DeepSeek以其突破性的技术和创新模式,正对OpenAI、Copilot及整个AI行业产生深远影响。 DeepSeek的创新与技术优势 DeepSeek最近推出了两个颇具竞争力的AI模型——DeepSeek-V3和DeepSeek-R1,这些模型在性能和成本效益方面都有显著优势: 1. **DeepSeek-V3**:这个模型专注于自然语言处理,并在客户服务、教育和医疗等多个领域中表现出色。其在理解中文语言和文化背景方面尤为突出,这使得其在中文市场中具有不可忽视的竞争力。 2. **DeepSeek-R1**:作为一个成本效益更高的模型,DeepSeek-R1的性能与OpenAI的ChatGPT相媲美,但价格却更低,这对市场产生了显著的冲击。 对OpenAI的冲击 OpenAI的GPT系列模型一直是AI行业的领导者,然而,DeepSeek的出现改变了这一现状: 1. **技术挑战**:DeepSeek的技术创新使得OpenAI不得不重新评估其技术策略,特别是在自然语言处理领域。DeepSeek-V3在某些领域的表现甚至超越了OpenAI的模型,这促使OpenAI加快技术研发步伐以保持竞争力。 2. **市场压力**:DeepSeek-R1的低成本高效能策略,使得OpenAI在市场上面临更多价格竞争。这使得OpenAI需要在技术创新与市场推广上投入更多资源,以保持其市场份额。 影响Copilot Copilot是Microsoft的AI助理,主要用于帮助开发者写作和编程。DeepSeek的技术创新同样对Copilot产生了重大影响: 1. **技术整合**:DeepSeek的模型在某些领域中的性能优势,可能促使Copilot的开发团","listText":"近年来,人工智慧(AI)领域迎来了前所未有的变革,随著技术的快速发展,全球各大科技公司纷纷推出创新产品以抢占市场。然而,来自中国的新兴AI公司DeepSeek以其突破性的技术和创新模式,正对OpenAI、Copilot及整个AI行业产生深远影响。 DeepSeek的创新与技术优势 DeepSeek最近推出了两个颇具竞争力的AI模型——DeepSeek-V3和DeepSeek-R1,这些模型在性能和成本效益方面都有显著优势: 1. **DeepSeek-V3**:这个模型专注于自然语言处理,并在客户服务、教育和医疗等多个领域中表现出色。其在理解中文语言和文化背景方面尤为突出,这使得其在中文市场中具有不可忽视的竞争力。 2. **DeepSeek-R1**:作为一个成本效益更高的模型,DeepSeek-R1的性能与OpenAI的ChatGPT相媲美,但价格却更低,这对市场产生了显著的冲击。 对OpenAI的冲击 OpenAI的GPT系列模型一直是AI行业的领导者,然而,DeepSeek的出现改变了这一现状: 1. **技术挑战**:DeepSeek的技术创新使得OpenAI不得不重新评估其技术策略,特别是在自然语言处理领域。DeepSeek-V3在某些领域的表现甚至超越了OpenAI的模型,这促使OpenAI加快技术研发步伐以保持竞争力。 2. **市场压力**:DeepSeek-R1的低成本高效能策略,使得OpenAI在市场上面临更多价格竞争。这使得OpenAI需要在技术创新与市场推广上投入更多资源,以保持其市场份额。 影响Copilot Copilot是Microsoft的AI助理,主要用于帮助开发者写作和编程。DeepSeek的技术创新同样对Copilot产生了重大影响: 1. **技术整合**:DeepSeek的模型在某些领域中的性能优势,可能促使Copilot的开发团","text":"近年来,人工智慧(AI)领域迎来了前所未有的变革,随著技术的快速发展,全球各大科技公司纷纷推出创新产品以抢占市场。然而,来自中国的新兴AI公司DeepSeek以其突破性的技术和创新模式,正对OpenAI、Copilot及整个AI行业产生深远影响。 DeepSeek的创新与技术优势 DeepSeek最近推出了两个颇具竞争力的AI模型——DeepSeek-V3和DeepSeek-R1,这些模型在性能和成本效益方面都有显著优势: 1. **DeepSeek-V3**:这个模型专注于自然语言处理,并在客户服务、教育和医疗等多个领域中表现出色。其在理解中文语言和文化背景方面尤为突出,这使得其在中文市场中具有不可忽视的竞争力。 2. **DeepSeek-R1**:作为一个成本效益更高的模型,DeepSeek-R1的性能与OpenAI的ChatGPT相媲美,但价格却更低,这对市场产生了显著的冲击。 对OpenAI的冲击 OpenAI的GPT系列模型一直是AI行业的领导者,然而,DeepSeek的出现改变了这一现状: 1. **技术挑战**:DeepSeek的技术创新使得OpenAI不得不重新评估其技术策略,特别是在自然语言处理领域。DeepSeek-V3在某些领域的表现甚至超越了OpenAI的模型,这促使OpenAI加快技术研发步伐以保持竞争力。 2. **市场压力**:DeepSeek-R1的低成本高效能策略,使得OpenAI在市场上面临更多价格竞争。这使得OpenAI需要在技术创新与市场推广上投入更多资源,以保持其市场份额。 影响Copilot Copilot是Microsoft的AI助理,主要用于帮助开发者写作和编程。DeepSeek的技术创新同样对Copilot产生了重大影响: 1. **技术整合**:DeepSeek的模型在某些领域中的性能优势,可能促使Copilot的开发团","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/396974255452320","isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396711703179848,"gmtCreate":1737878471867,"gmtModify":1737945513198,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"我将考虑于明天开 Palantir Technologies (NASDAQ: PLTR) 是一家专注于大数据分析的软件公司,成立于2003年,总部位于美国科罗拉多州丹佛市。该公司以其强大的数据整合和分析能力闻名,主要客户包括政府机构和大型企业。Palantir的两大核心产品——Gotham和Foundry,分别针对政府与商业市场,提供数据驱动的决策支持。随著数据在现代社会中的重要性日益增加,Palantir的业务模式与技术能力使其在市场中占据了独特的地位。 2025年2月3日,Palantir将发布其最新季度财报。本文将深入分析该公司的业绩表现,并探讨其未来的发展前景。 --- **一、Palantir 近期业绩回顾** 在过去几年中,Palantir的业绩表现呈现稳步增长的趋势。以下是几个关键财务指标的回顾: 1. **收入增长** Palantir的收入主要来自于政府合同和商业客户。近年来,该公司在商业领域的扩张尤其显著。根据2024年的财报数据,Palantir的总收入同比增长约25%,达到22亿美元。其中,商业收入增长超过30%,显示出其在企业市场中的竞争力。 2. **盈利能力** 经过多年的高额研发投入和市场扩张,Palantir在2023年首次实现全年盈利。2024年,该公司的净利润率进一步提升至10%左右,显示出其业务模式的成熟与效率的提升。 3. **客户增长** Palantir的客户数量持续增加,尤其是中小型企业客户的增长显著。截至2024年底,该公司的客户总数已超过400家,其中包括多家财富500强企业。 4. **现金流与资产负债表** Palantir的现金流状况稳健,截至2024年底,公司持有约30亿美元的现金及等价物,负债水平较低,这为其未来的扩张提供了充足的财务弹性。 --- **二、2025年Q1业绩预期** 根据市场分析师的预测,Pa","listText":"我将考虑于明天开 Palantir Technologies (NASDAQ: PLTR) 是一家专注于大数据分析的软件公司,成立于2003年,总部位于美国科罗拉多州丹佛市。该公司以其强大的数据整合和分析能力闻名,主要客户包括政府机构和大型企业。Palantir的两大核心产品——Gotham和Foundry,分别针对政府与商业市场,提供数据驱动的决策支持。随著数据在现代社会中的重要性日益增加,Palantir的业务模式与技术能力使其在市场中占据了独特的地位。 2025年2月3日,Palantir将发布其最新季度财报。本文将深入分析该公司的业绩表现,并探讨其未来的发展前景。 --- **一、Palantir 近期业绩回顾** 在过去几年中,Palantir的业绩表现呈现稳步增长的趋势。以下是几个关键财务指标的回顾: 1. **收入增长** Palantir的收入主要来自于政府合同和商业客户。近年来,该公司在商业领域的扩张尤其显著。根据2024年的财报数据,Palantir的总收入同比增长约25%,达到22亿美元。其中,商业收入增长超过30%,显示出其在企业市场中的竞争力。 2. **盈利能力** 经过多年的高额研发投入和市场扩张,Palantir在2023年首次实现全年盈利。2024年,该公司的净利润率进一步提升至10%左右,显示出其业务模式的成熟与效率的提升。 3. **客户增长** Palantir的客户数量持续增加,尤其是中小型企业客户的增长显著。截至2024年底,该公司的客户总数已超过400家,其中包括多家财富500强企业。 4. **现金流与资产负债表** Palantir的现金流状况稳健,截至2024年底,公司持有约30亿美元的现金及等价物,负债水平较低,这为其未来的扩张提供了充足的财务弹性。 --- **二、2025年Q1业绩预期** 根据市场分析师的预测,Pa","text":"我将考虑于明天开 Palantir Technologies (NASDAQ: PLTR) 是一家专注于大数据分析的软件公司,成立于2003年,总部位于美国科罗拉多州丹佛市。该公司以其强大的数据整合和分析能力闻名,主要客户包括政府机构和大型企业。Palantir的两大核心产品——Gotham和Foundry,分别针对政府与商业市场,提供数据驱动的决策支持。随著数据在现代社会中的重要性日益增加,Palantir的业务模式与技术能力使其在市场中占据了独特的地位。 2025年2月3日,Palantir将发布其最新季度财报。本文将深入分析该公司的业绩表现,并探讨其未来的发展前景。 --- **一、Palantir 近期业绩回顾** 在过去几年中,Palantir的业绩表现呈现稳步增长的趋势。以下是几个关键财务指标的回顾: 1. **收入增长** Palantir的收入主要来自于政府合同和商业客户。近年来,该公司在商业领域的扩张尤其显著。根据2024年的财报数据,Palantir的总收入同比增长约25%,达到22亿美元。其中,商业收入增长超过30%,显示出其在企业市场中的竞争力。 2. **盈利能力** 经过多年的高额研发投入和市场扩张,Palantir在2023年首次实现全年盈利。2024年,该公司的净利润率进一步提升至10%左右,显示出其业务模式的成熟与效率的提升。 3. **客户增长** Palantir的客户数量持续增加,尤其是中小型企业客户的增长显著。截至2024年底,该公司的客户总数已超过400家,其中包括多家财富500强企业。 4. **现金流与资产负债表** Palantir的现金流状况稳健,截至2024年底,公司持有约30亿美元的现金及等价物,负债水平较低,这为其未来的扩张提供了充足的财务弹性。 --- **二、2025年Q1业绩预期** 根据市场分析师的预测,Pa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396711703179848","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308709687378256,"gmtCreate":1716396395124,"gmtModify":1716396400243,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"英伟达的看涨期权很贵,但我觉得还是值得买入,因为晶片是人工智能的基础建设","listText":"英伟达的看涨期权很贵,但我觉得还是值得买入,因为晶片是人工智能的基础建设","text":"英伟达的看涨期权很贵,但我觉得还是值得买入,因为晶片是人工智能的基础建设","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/308709687378256","isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412785904312384,"gmtCreate":1741751757198,"gmtModify":1741756076670,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>,买入SoFi的原因在于其强劲的增长势头、多元化的金融产品线、不断扩大的市场份额以及金融科技行业的广阔前景,具备长期投资潜力。加止股价由16块钱跌到11块钱,所以决定加仓","listText":"我开仓了<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a>,买入SoFi的原因在于其强劲的增长势头、多元化的金融产品线、不断扩大的市场份额以及金融科技行业的广阔前景,具备长期投资潜力。加止股价由16块钱跌到11块钱,所以决定加仓","text":"我开仓了$SoFi Technologies Inc.(SOFI)$ ,买入SoFi的原因在于其强劲的增长势头、多元化的金融产品线、不断扩大的市场份额以及金融科技行业的广阔前景,具备长期投资潜力。加止股价由16块钱跌到11块钱,所以决定加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412785904312384","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403038765203880,"gmtCreate":1739425638838,"gmtModify":1739425645496,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"看好<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>, 盘前正在快速拉升 Coinbase最近公布了其最新的财务业绩报告。根据报告,Coinbase在2024年第三季度的总营收为12.05亿美元,较上一季度的14.5亿美元下降了17%。尽管如此,Coinbase董事会批准了一项价值十亿美元的股票回购计划,这显示了公司对未来的信心 此外,Coinbase的稳定币收入有所增长,第三季度的稳定币营收为2.47亿美元,较上一季度的2.4亿美元略有增长这表明稳定币在Coinbase的策略中占据了重要地位。 总体来说,尽管营收有所下降,但Coinbase通过股票回购计划和稳定币收入的增长,展示了其对未来的乐观态度和信心。","listText":"看好<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>, 盘前正在快速拉升 Coinbase最近公布了其最新的财务业绩报告。根据报告,Coinbase在2024年第三季度的总营收为12.05亿美元,较上一季度的14.5亿美元下降了17%。尽管如此,Coinbase董事会批准了一项价值十亿美元的股票回购计划,这显示了公司对未来的信心 此外,Coinbase的稳定币收入有所增长,第三季度的稳定币营收为2.47亿美元,较上一季度的2.4亿美元略有增长这表明稳定币在Coinbase的策略中占据了重要地位。 总体来说,尽管营收有所下降,但Coinbase通过股票回购计划和稳定币收入的增长,展示了其对未来的乐观态度和信心。","text":"看好$Coinbase Global, Inc.(COIN)$, 盘前正在快速拉升 Coinbase最近公布了其最新的财务业绩报告。根据报告,Coinbase在2024年第三季度的总营收为12.05亿美元,较上一季度的14.5亿美元下降了17%。尽管如此,Coinbase董事会批准了一项价值十亿美元的股票回购计划,这显示了公司对未来的信心 此外,Coinbase的稳定币收入有所增长,第三季度的稳定币营收为2.47亿美元,较上一季度的2.4亿美元略有增长这表明稳定币在Coinbase的策略中占据了重要地位。 总体来说,尽管营收有所下降,但Coinbase通过股票回购计划和稳定币收入的增长,展示了其对未来的乐观态度和信心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/403038765203880","isVote":1,"tweetType":1,"viewCount":4419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402108167958728,"gmtCreate":1739198533513,"gmtModify":1739254803607,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,(null) 买入Google的原因是看好AI的前景,deepseek的出现反而令理个AI产业有竞争才有进步。我认为今次Google业绩及基本面不错。财报后的大跌只是市场对2025年750亿美金的资本资出感到惊讶,因为DeepSeek只用了低成本便把AI搞了出来。加上Google云业务增速略低市场预期,因此市场借机出货!巴老说别人恐惧我贪婪,我认为现在可以少注加仓。","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,(null) 买入Google的原因是看好AI的前景,deepseek的出现反而令理个AI产业有竞争才有进步。我认为今次Google业绩及基本面不错。财报后的大跌只是市场对2025年750亿美金的资本资出感到惊讶,因为DeepSeek只用了低成本便把AI搞了出来。加上Google云业务增速略低市场预期,因此市场借机出货!巴老说别人恐惧我贪婪,我认为现在可以少注加仓。","text":"我开仓了$谷歌(GOOG)$ ,(null) 买入Google的原因是看好AI的前景,deepseek的出现反而令理个AI产业有竞争才有进步。我认为今次Google业绩及基本面不错。财报后的大跌只是市场对2025年750亿美金的资本资出感到惊讶,因为DeepSeek只用了低成本便把AI搞了出来。加上Google云业务增速略低市场预期,因此市场借机出货!巴老说别人恐惧我贪婪,我认为现在可以少注加仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402108167958728","isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161932824255432","authorId":"4161932824255432","name":"小岛大浪","avatar":"https://static.tigerbbs.com/bb8542c389f97ebe88eff7530e57387e","crmLevel":1,"crmLevelSwitch":0,"idStr":"4161932824255432","authorIdStr":"4161932824255432"},"content":"谷歌这季度最大的问题主要集中在两个方面,一个是云业务营收不及预期,另一个就是资本开支还在不断增加,短期投资还是要慎重!","text":"谷歌这季度最大的问题主要集中在两个方面,一个是云业务营收不及预期,另一个就是资本开支还在不断增加,短期投资还是要慎重!","html":"谷歌这季度最大的问题主要集中在两个方面,一个是云业务营收不及预期,另一个就是资本开支还在不断增加,短期投资还是要慎重!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396987312640384,"gmtCreate":1737945749612,"gmtModify":1737945753228,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"<a href=\"https://ttm.financial/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"$谷歌(GOOG)$","images":[{"img":"https://community-static.tradeup.com/news/fb6c2c751d66aeaa6860bd5280ba6e17","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396987312640384","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388803911901544,"gmtCreate":1735963340297,"gmtModify":1735963346012,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"做每星期short call比较好,TSLA爆升潜力不可以小看,一两个星期随时$500,short call $430-$450蚀疯","listText":"做每星期short call比较好,TSLA爆升潜力不可以小看,一两个星期随时$500,short call $430-$450蚀疯","text":"做每星期short call比较好,TSLA爆升潜力不可以小看,一两个星期随时$500,short call $430-$450蚀疯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388803911901544","isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412619517194336,"gmtCreate":1741705628891,"gmtModify":1741707678051,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>,买入VOO(Vanguard S&P 500 ETF)作为整个投资组合的基础,是一种稳健且高效的投资策略。VOO追踪标普500指数,涵盖美国500家大型上市公司,行业分布广泛,包括科技、金融、医疗、消费等领域,能够有效分散风险。标普500指数长期表现优异,年均回报率约8-10%,是长期财富积累的可靠工具。 VOO的费用率极低(0.03%),远低于主动管理基金,长期持有可显著降低投资成本。此外,VOO流动性高,交易灵活,适合不同规模的投资者。作为被动型ETF,VOO避免了主动管理基金的人为失误风险,更贴近市场整体表现。 将VOO作为投资组合的核心,再根据风险偏好和投资目标配置其他资产(如债券、国际股票或行业ETF),可构建一个平衡且多元化的投资组合,适合长期投资者追求稳健回报。","listText":"我开仓了<a href=\"https://laohu8.com/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>,买入VOO(Vanguard S&P 500 ETF)作为整个投资组合的基础,是一种稳健且高效的投资策略。VOO追踪标普500指数,涵盖美国500家大型上市公司,行业分布广泛,包括科技、金融、医疗、消费等领域,能够有效分散风险。标普500指数长期表现优异,年均回报率约8-10%,是长期财富积累的可靠工具。 VOO的费用率极低(0.03%),远低于主动管理基金,长期持有可显著降低投资成本。此外,VOO流动性高,交易灵活,适合不同规模的投资者。作为被动型ETF,VOO避免了主动管理基金的人为失误风险,更贴近市场整体表现。 将VOO作为投资组合的核心,再根据风险偏好和投资目标配置其他资产(如债券、国际股票或行业ETF),可构建一个平衡且多元化的投资组合,适合长期投资者追求稳健回报。","text":"我开仓了$Vanguard标普500ETF(VOO)$ ,买入VOO(Vanguard S&P 500 ETF)作为整个投资组合的基础,是一种稳健且高效的投资策略。VOO追踪标普500指数,涵盖美国500家大型上市公司,行业分布广泛,包括科技、金融、医疗、消费等领域,能够有效分散风险。标普500指数长期表现优异,年均回报率约8-10%,是长期财富积累的可靠工具。 VOO的费用率极低(0.03%),远低于主动管理基金,长期持有可显著降低投资成本。此外,VOO流动性高,交易灵活,适合不同规模的投资者。作为被动型ETF,VOO避免了主动管理基金的人为失误风险,更贴近市场整体表现。 将VOO作为投资组合的核心,再根据风险偏好和投资目标配置其他资产(如债券、国际股票或行业ETF),可构建一个平衡且多元化的投资组合,适合长期投资者追求稳健回报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412619517194336","isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409997660377512,"gmtCreate":1741079073275,"gmtModify":1741080066841,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"东升要降是时候买入中国资产!恒指成份股及A股的股值远低于美股这会是个很好的投资机会","listText":"东升要降是时候买入中国资产!恒指成份股及A股的股值远低于美股这会是个很好的投资机会","text":"东升要降是时候买入中国资产!恒指成份股及A股的股值远低于美股这会是个很好的投资机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/409997660377512","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410007783338232,"gmtCreate":1741078975434,"gmtModify":1741080065915,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"纳指很弱已接近底部!我会买少许TQQQ 的long call博取短线反弹!","listText":"纳指很弱已接近底部!我会买少许TQQQ 的long call博取短线反弹!","text":"纳指很弱已接近底部!我会买少许TQQQ 的long call博取短线反弹!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410007783338232","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547706594540009","authorId":"3547706594540009","name":"ww2213124327","avatar":"https://static.tigerbbs.com/b7a2734bae5a1af7a60290c2f67c8cb9","crmLevel":2,"crmLevelSwitch":0,"idStr":"3547706594540009","authorIdStr":"3547706594540009"},"content":"我估计要跌到10000以下 快跑啊!!! [开心]","text":"我估计要跌到10000以下 快跑啊!!! [开心]","html":"我估计要跌到10000以下 快跑啊!!! 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老虎证券真是与时俱进,应该是目前第一家接入DeepSeek? 已经遥遥领先富途了!","listText":"感觉有点卡?不知道是否网络问题? 老虎证券真是与时俱进,应该是目前第一家接入DeepSeek? 已经遥遥领先富途了!","text":"感觉有点卡?不知道是否网络问题? 老虎证券真是与时俱进,应该是目前第一家接入DeepSeek? 已经遥遥领先富途了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/404903329862048","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667588142897","authorId":"3527667588142897","name":"小虎产品经理","avatar":"https://static.tigerbbs.com/a6704bebf28358e0d9c638e765403bd0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667588142897","authorIdStr":"3527667588142897"},"content":"感谢您的夸奖!如果有卡顿,方便的话,可以向App-帮助中心 客服 提供录屏","text":"感谢您的夸奖!如果有卡顿,方便的话,可以向App-帮助中心 客服 提供录屏","html":"感谢您的夸奖!如果有卡顿,方便的话,可以向App-帮助中心 客服 提供录屏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399996058620512,"gmtCreate":1738680223301,"gmtModify":1738680348406,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,据国家市场监管总局消息,因谷歌公司涉嫌违反《中华人民共和国反垄断法》,市场监管总局依法对谷歌公司开展立案调查。 市场的反应显示了谷歌的业绩正面及增长强劲,就算有上述的新闻出现也不影响谷歌在业绩后反复上涨的趋势,因此在业绩后果断开仓。","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>,据国家市场监管总局消息,因谷歌公司涉嫌违反《中华人民共和国反垄断法》,市场监管总局依法对谷歌公司开展立案调查。 市场的反应显示了谷歌的业绩正面及增长强劲,就算有上述的新闻出现也不影响谷歌在业绩后反复上涨的趋势,因此在业绩后果断开仓。","text":"我开仓了$谷歌(GOOG)$ ,据国家市场监管总局消息,因谷歌公司涉嫌违反《中华人民共和国反垄断法》,市场监管总局依法对谷歌公司开展立案调查。 市场的反应显示了谷歌的业绩正面及增长强劲,就算有上述的新闻出现也不影响谷歌在业绩后反复上涨的趋势,因此在业绩后果断开仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399996058620512","isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284906511052904,"gmtCreate":1710563444348,"gmtModify":1710563450907,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"买入派息基金月月收息可以创做被动收入 我个人会再配搭上房地产信托基金及指数ETF,进可攻退可守!","listText":"买入派息基金月月收息可以创做被动收入 我个人会再配搭上房地产信托基金及指数ETF,进可攻退可守!","text":"买入派息基金月月收息可以创做被动收入 我个人会再配搭上房地产信托基金及指数ETF,进可攻退可守!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284906511052904","isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410004712173936,"gmtCreate":1741078882419,"gmtModify":1741078888085,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"我应该现价NVDA真是超值是长线入手的好机会,我会选择仲short put,年化收益率可达40%以上十分香","listText":"我应该现价NVDA真是超值是长线入手的好机会,我会选择仲short put,年化收益率可达40%以上十分香","text":"我应该现价NVDA真是超值是长线入手的好机会,我会选择仲short put,年化收益率可达40%以上十分香","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410004712173936","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405978444939512,"gmtCreate":1740143876227,"gmtModify":1740144216946,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a> Grok 3:特斯拉的救命稻草还是马斯克的又一噱头? 埃隆·马斯克的人工智能公司发布Grok 3,号称\"地球上最聪明的AI\"。这一消息在科技界掀起波澜,也让人不禁联想:Grok 3能否成为特斯拉的救命稻草,扭转其股价颓势?马斯克能否借此重现\"特斯拉时刻\",在AI领域再创奇迹? Grok 3的技术实力确实不容小觑。据报道,其参数规模达到万亿级别,在多项基准测试中表现优异。但AI模型的优劣不仅取决于参数规模,更在于实际应用效果。OpenAI的ChatGPT已经建立了强大的用户基础和生态系统,Grok 3想要后来居上并非易事。更何况,AI领域的竞争早已白热化,谷歌、微软等科技巨头都在加紧布局。 对于特斯拉而言,Grok 3的发布或许能在短期内提振股价,但难以从根本上扭转其面临的挑战。特斯拉的核心问题在于电动汽车市场竞争加剧、利润率下降,以及马斯克本人过于分散的精力。AI业务固然前景广阔,但与特斯拉的主营业务协同效应有限,难以在短期内贡献实质性业绩。 展望本周特斯拉股价走势,Grok 3的发布可能带来短期反弹,但考虑到特斯拉面临的基本面压力,反弹空间可能有限。投资者应保持谨慎,不要被马斯克的宏大叙事所迷惑。毕竟,在资本市场,实打实的业绩才是硬道理,华丽的科技概念难以支撑长期股价。","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a> Grok 3:特斯拉的救命稻草还是马斯克的又一噱头? 埃隆·马斯克的人工智能公司发布Grok 3,号称\"地球上最聪明的AI\"。这一消息在科技界掀起波澜,也让人不禁联想:Grok 3能否成为特斯拉的救命稻草,扭转其股价颓势?马斯克能否借此重现\"特斯拉时刻\",在AI领域再创奇迹? Grok 3的技术实力确实不容小觑。据报道,其参数规模达到万亿级别,在多项基准测试中表现优异。但AI模型的优劣不仅取决于参数规模,更在于实际应用效果。OpenAI的ChatGPT已经建立了强大的用户基础和生态系统,Grok 3想要后来居上并非易事。更何况,AI领域的竞争早已白热化,谷歌、微软等科技巨头都在加紧布局。 对于特斯拉而言,Grok 3的发布或许能在短期内提振股价,但难以从根本上扭转其面临的挑战。特斯拉的核心问题在于电动汽车市场竞争加剧、利润率下降,以及马斯克本人过于分散的精力。AI业务固然前景广阔,但与特斯拉的主营业务协同效应有限,难以在短期内贡献实质性业绩。 展望本周特斯拉股价走势,Grok 3的发布可能带来短期反弹,但考虑到特斯拉面临的基本面压力,反弹空间可能有限。投资者应保持谨慎,不要被马斯克的宏大叙事所迷惑。毕竟,在资本市场,实打实的业绩才是硬道理,华丽的科技概念难以支撑长期股价。","text":"$特斯拉(TSLA)$ Grok 3:特斯拉的救命稻草还是马斯克的又一噱头? 埃隆·马斯克的人工智能公司发布Grok 3,号称\"地球上最聪明的AI\"。这一消息在科技界掀起波澜,也让人不禁联想:Grok 3能否成为特斯拉的救命稻草,扭转其股价颓势?马斯克能否借此重现\"特斯拉时刻\",在AI领域再创奇迹? Grok 3的技术实力确实不容小觑。据报道,其参数规模达到万亿级别,在多项基准测试中表现优异。但AI模型的优劣不仅取决于参数规模,更在于实际应用效果。OpenAI的ChatGPT已经建立了强大的用户基础和生态系统,Grok 3想要后来居上并非易事。更何况,AI领域的竞争早已白热化,谷歌、微软等科技巨头都在加紧布局。 对于特斯拉而言,Grok 3的发布或许能在短期内提振股价,但难以从根本上扭转其面临的挑战。特斯拉的核心问题在于电动汽车市场竞争加剧、利润率下降,以及马斯克本人过于分散的精力。AI业务固然前景广阔,但与特斯拉的主营业务协同效应有限,难以在短期内贡献实质性业绩。 展望本周特斯拉股价走势,Grok 3的发布可能带来短期反弹,但考虑到特斯拉面临的基本面压力,反弹空间可能有限。投资者应保持谨慎,不要被马斯克的宏大叙事所迷惑。毕竟,在资本市场,实打实的业绩才是硬道理,华丽的科技概念难以支撑长期股价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405978444939512","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406129165701376,"gmtCreate":1740143517456,"gmtModify":1740144180963,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4144466283079132","authorIdStr":"4144466283079132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02097\">$蜜雪集团(02097)$</a> 蜜雪IPO:是资本盛宴还是泡沫破裂的前奏? 蜜雪冰城即将登陆港交所,成为第四家赴港上市的新茶饮品牌。这个以\"高质低价\"著称的茶饮品牌,在资本市场掀起了不小的波澜。但面对奈雪的茶、茶百道等前辈上市首日即破发的惨淡表现,投资者不禁要问:蜜雪能否打破新茶饮的\"破发魔咒\"? 蜜雪的商业模式确实有其独到之处。通过严格控制成本、优化供应链,蜜雪成功将产品价格控制在10元以下,在竞争激烈的茶饮市场中开辟了一条差异化道路。这种\"薄利多销\"的策略,使其在下沉市场所向披靡,门店数量迅速突破两万家。但资本市场的逻辑与实体经营大不相同,投资者更看重企业的盈利能力和增长潜力。 新茶饮行业面临的挑战不容忽视。原材料成本上涨、租金压力增加、同质化竞争加剧,这些都在压缩企业的利润空间。奈雪的茶上市后的表现已经证明,单纯依靠门店扩张难以支撑股价。蜜雪虽然通过低价策略打开了市场,但低价也意味着更薄的利润,在资本市场上未必能获得高估值。 蜜雪的IPO之路充满不确定性。一方面,其独特的商业模式和庞大的门店网络确实具有吸引力;另一方面,新茶饮行业的整体困境和资本市场的谨慎态度,又为其上市前景蒙上阴影。对于投资者而言,需要审慎评估蜜雪的长期价值,而不是被短期的市场热度所迷惑。毕竟,资本市场从来都不是一场简单的数字游戏,而是对企业核心竞争力的严峻考验。","listText":"<a href=\"https://ttm.financial/S/02097\">$蜜雪集团(02097)$</a> 蜜雪IPO:是资本盛宴还是泡沫破裂的前奏? 蜜雪冰城即将登陆港交所,成为第四家赴港上市的新茶饮品牌。这个以\"高质低价\"著称的茶饮品牌,在资本市场掀起了不小的波澜。但面对奈雪的茶、茶百道等前辈上市首日即破发的惨淡表现,投资者不禁要问:蜜雪能否打破新茶饮的\"破发魔咒\"? 蜜雪的商业模式确实有其独到之处。通过严格控制成本、优化供应链,蜜雪成功将产品价格控制在10元以下,在竞争激烈的茶饮市场中开辟了一条差异化道路。这种\"薄利多销\"的策略,使其在下沉市场所向披靡,门店数量迅速突破两万家。但资本市场的逻辑与实体经营大不相同,投资者更看重企业的盈利能力和增长潜力。 新茶饮行业面临的挑战不容忽视。原材料成本上涨、租金压力增加、同质化竞争加剧,这些都在压缩企业的利润空间。奈雪的茶上市后的表现已经证明,单纯依靠门店扩张难以支撑股价。蜜雪虽然通过低价策略打开了市场,但低价也意味着更薄的利润,在资本市场上未必能获得高估值。 蜜雪的IPO之路充满不确定性。一方面,其独特的商业模式和庞大的门店网络确实具有吸引力;另一方面,新茶饮行业的整体困境和资本市场的谨慎态度,又为其上市前景蒙上阴影。对于投资者而言,需要审慎评估蜜雪的长期价值,而不是被短期的市场热度所迷惑。毕竟,资本市场从来都不是一场简单的数字游戏,而是对企业核心竞争力的严峻考验。","text":"$蜜雪集团(02097)$ 蜜雪IPO:是资本盛宴还是泡沫破裂的前奏? 蜜雪冰城即将登陆港交所,成为第四家赴港上市的新茶饮品牌。这个以\"高质低价\"著称的茶饮品牌,在资本市场掀起了不小的波澜。但面对奈雪的茶、茶百道等前辈上市首日即破发的惨淡表现,投资者不禁要问:蜜雪能否打破新茶饮的\"破发魔咒\"? 蜜雪的商业模式确实有其独到之处。通过严格控制成本、优化供应链,蜜雪成功将产品价格控制在10元以下,在竞争激烈的茶饮市场中开辟了一条差异化道路。这种\"薄利多销\"的策略,使其在下沉市场所向披靡,门店数量迅速突破两万家。但资本市场的逻辑与实体经营大不相同,投资者更看重企业的盈利能力和增长潜力。 新茶饮行业面临的挑战不容忽视。原材料成本上涨、租金压力增加、同质化竞争加剧,这些都在压缩企业的利润空间。奈雪的茶上市后的表现已经证明,单纯依靠门店扩张难以支撑股价。蜜雪虽然通过低价策略打开了市场,但低价也意味着更薄的利润,在资本市场上未必能获得高估值。 蜜雪的IPO之路充满不确定性。一方面,其独特的商业模式和庞大的门店网络确实具有吸引力;另一方面,新茶饮行业的整体困境和资本市场的谨慎态度,又为其上市前景蒙上阴影。对于投资者而言,需要审慎评估蜜雪的长期价值,而不是被短期的市场热度所迷惑。毕竟,资本市场从来都不是一场简单的数字游戏,而是对企业核心竞争力的严峻考验。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406129165701376","isVote":1,"tweetType":1,"viewCount":1375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}