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望海
06-20
利好开源大模型
谷歌微软联手推新协议，传统科技巨头借标准战围堵Anthropic和OpenAI
望海
2025-12-11
都是美国庄股
接力Opendoor？美股“door”系妖股炒作热潮再起
望海
2024-06-18
还是华尔街的观点
望海
2024-06-01
$标普500(.SPX)$
不会是艾森豪威尔航母被袭导致的下跌吧？
望海
2020-09-17
不知道黑客是否对它有兴趣，感觉有机可乘
吸引巴菲特打新，Snowflake开盘暴涨130%触及熔断
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20:22","market":"us","language":"zh","title":"谷歌微软联手推新协议，传统科技巨头借标准战围堵Anthropic和OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2644705443","media":"华尔街见闻","summary":"谷歌、微软等传统科技巨头联合推出“代理资源发现”（ARD）新协议，旨在将自身产品打造为企业AI的统一入口，通过标准战围堵Anthropic与OpenAI。此举与后两者试图将Claude和ChatGPT打造成独立主入口的战略直接冲突，凸显了双方在企业AI生态主导权上的激烈争夺。ARD能否被广泛采纳，仍有待观察。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等传统科技巨头正联手构建一道新的技术壁垒，试图在企业AI市场阻击OpenAI与Anthropic的扩张攻势。</p>\n<p>6月18日，据The Information报道，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>等公司联合宣布支持一项名为"代理资源发现"（Agentic Resource Discovery，ARD）的新软件标准。</p>\n<p><strong>该协议旨在让企业员工通过单一应用程序访问公司所有AI工具与功能</strong>，从而将自身产品打造为企业AI使用的统一入口。值得注意的是，<strong>Anthropic与OpenAI均未出现在初始支持方名单中。</strong></p>\n<p>ARD协议的推出，进一步加剧了传统科技巨头与AI新兴势力间的生态主导权之争。</p>\n<h2>ARD协议解析：从技术沿革到“入口级平台”野心</h2>\n<p>ARD协议的核心目标，是推动微软、谷歌等传统企业级软件商，将其产品转型为统一访问各类AI能力的入口级平台。</p>\n<p>据报道，在该协议下，员工通过GitHub Copilot、Google Gemini或Salesforce CRM等应用<strong>发起AI任务时，系统可自动识别并调用所有支持ARD的AI功能与服务，无需用户手动切换工具。</strong></p>\n<p>微软在博客中表示：“ARD协助AI客户端发现各类能力，但并不取代身份验证、授权、治理或组织信任决策。”</p>\n<p>从技术沿革看，ARD与Anthropic于去年发布的模型上下文协议（MCP）存在承继关系。MCP同样旨在使AI代理访问外部应用数据，功能类似于API。微软、OpenAI及谷歌此前均已支持MCP。ARD的提出，被视为在企业AI应用深化背景下，对MCP理念的进一步拓展与延伸。</p>\n<h2>AI新贵与科技巨头的“入口之争”</h2>\n<p>针对这一新标准，Anthropic与OpenAI的态度颇具深意。两家公司均未加入ARD的初始支持阵营。据The Information分析，<strong>作为企业应用市场的挑战者，二者可能选择主动忽略该协议。</strong></p>\n<p><strong>其核心原因在于战略方向的根本性冲突</strong>：Anthropic与OpenAI力图将Claude和ChatGPT打造为员工访问所有AI工具及企业应用的主入口，而非仅作为他人生态系统中的一环。这与微软、谷歌借助ARD构建“以我为中心”的生态逻辑形成直接对立。</p>\n<p>当前，传统软件厂商与AI新兴企业均在竞相开发所谓的“超级代理”（superagent）——一种能够跨应用执行的通用AI系统。ARD能否获得广泛采用，仍存较大不确定性。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谷歌微软联手推新协议，传统科技巨头借标准战围堵Anthropic和OpenAI</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌微软联手推新协议，传统科技巨头借标准战围堵Anthropic和OpenAI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-19 20:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等传统科技巨头正联手构建一道新的技术壁垒，试图在企业AI市场阻击OpenAI与Anthropic的扩张攻势。</p>\n<p>6月18日，据The Information报道，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>等公司联合宣布支持一项名为"代理资源发现"（Agentic Resource Discovery，ARD）的新软件标准。</p>\n<p><strong>该协议旨在让企业员工通过单一应用程序访问公司所有AI工具与功能</strong>，从而将自身产品打造为企业AI使用的统一入口。值得注意的是，<strong>Anthropic与OpenAI均未出现在初始支持方名单中。</strong></p>\n<p>ARD协议的推出，进一步加剧了传统科技巨头与AI新兴势力间的生态主导权之争。</p>\n<h2>ARD协议解析：从技术沿革到“入口级平台”野心</h2>\n<p>ARD协议的核心目标，是推动微软、谷歌等传统企业级软件商，将其产品转型为统一访问各类AI能力的入口级平台。</p>\n<p>据报道，在该协议下，员工通过GitHub Copilot、Google Gemini或Salesforce CRM等应用<strong>发起AI任务时，系统可自动识别并调用所有支持ARD的AI功能与服务，无需用户手动切换工具。</strong></p>\n<p>微软在博客中表示：“ARD协助AI客户端发现各类能力，但并不取代身份验证、授权、治理或组织信任决策。”</p>\n<p>从技术沿革看，ARD与Anthropic于去年发布的模型上下文协议（MCP）存在承继关系。MCP同样旨在使AI代理访问外部应用数据，功能类似于API。微软、OpenAI及谷歌此前均已支持MCP。ARD的提出，被视为在企业AI应用深化背景下，对MCP理念的进一步拓展与延伸。</p>\n<h2>AI新贵与科技巨头的“入口之争”</h2>\n<p>针对这一新标准，Anthropic与OpenAI的态度颇具深意。两家公司均未加入ARD的初始支持阵营。据The Information分析，<strong>作为企业应用市场的挑战者，二者可能选择主动忽略该协议。</strong></p>\n<p><strong>其核心原因在于战略方向的根本性冲突</strong>：Anthropic与OpenAI力图将Claude和ChatGPT打造为员工访问所有AI工具及企业应用的主入口，而非仅作为他人生态系统中的一环。这与微软、谷歌借助ARD构建“以我为中心”的生态逻辑形成直接对立。</p>\n<p>当前，传统软件厂商与AI新兴企业均在竞相开发所谓的“超级代理”（superagent）——一种能够跨应用执行的通用AI系统。ARD能否获得广泛采用，仍存较大不确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a0a3399cb113e5b9eb7746f0cfaaa73","relate_stocks":{"LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) 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Multi-Asset Income A Acc SGD","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0879622024.SGD":"Schroder ISF Global Multi-Asset Income A Dis SGD-H","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3775088","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644705443","content_text":"谷歌、微软等传统科技巨头正联手构建一道新的技术壁垒，试图在企业AI市场阻击OpenAI与Anthropic的扩张攻势。\n6月18日，据The Information报道，谷歌、微软、Salesforce、Snowflake、ServiceNow等公司联合宣布支持一项名为\"代理资源发现\"（Agentic Resource Discovery，ARD）的新软件标准。\n该协议旨在让企业员工通过单一应用程序访问公司所有AI工具与功能，从而将自身产品打造为企业AI使用的统一入口。值得注意的是，Anthropic与OpenAI均未出现在初始支持方名单中。\nARD协议的推出，进一步加剧了传统科技巨头与AI新兴势力间的生态主导权之争。\nARD协议解析：从技术沿革到“入口级平台”野心\nARD协议的核心目标，是推动微软、谷歌等传统企业级软件商，将其产品转型为统一访问各类AI能力的入口级平台。\n据报道，在该协议下，员工通过GitHub Copilot、Google Gemini或Salesforce CRM等应用发起AI任务时，系统可自动识别并调用所有支持ARD的AI功能与服务，无需用户手动切换工具。\n微软在博客中表示：“ARD协助AI客户端发现各类能力，但并不取代身份验证、授权、治理或组织信任决策。”\n从技术沿革看，ARD与Anthropic于去年发布的模型上下文协议（MCP）存在承继关系。MCP同样旨在使AI代理访问外部应用数据，功能类似于API。微软、OpenAI及谷歌此前均已支持MCP。ARD的提出，被视为在企业AI应用深化背景下，对MCP理念的进一步拓展与延伸。\nAI新贵与科技巨头的“入口之争”\n针对这一新标准，Anthropic与OpenAI的态度颇具深意。两家公司均未加入ARD的初始支持阵营。据The Information分析，作为企业应用市场的挑战者，二者可能选择主动忽略该协议。\n其核心原因在于战略方向的根本性冲突：Anthropic与OpenAI力图将Claude和ChatGPT打造为员工访问所有AI工具及企业应用的主入口，而非仅作为他人生态系统中的一环。这与微软、谷歌借助ARD构建“以我为中心”的生态逻辑形成直接对立。\n当前，传统软件厂商与AI新兴企业均在竞相开发所谓的“超级代理”（superagent）——一种能够跨应用执行的通用AI系统。ARD能否获得广泛采用，仍存较大不确定性。","news_type":1,"symbols_score_info":{"GOOP":0.6,"MSFD":0.6,"GOOGL":2,"MSFL":0.6,"GGLS":0.6,"GOOY":0.6,"MSFT":1.93,"CRM":1.84,"GOOG":1.92,"MSFW":0.6,"GOOW":0.6,"SNOU":0.6,"MSFX":0.6,"GOOX":0.6,"MSFY":0.6,"MSFO":0.6,"GOU":0.6,"GGLL":0.6,"SNOY":0.6,"CRMG":0.6,"MSFU":0.6,"SNOW":1.81}},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509645009879240,"gmtCreate":1765462990185,"gmtModify":1765463353633,"author":{"id":"3489752232477361","authorId":"3489752232477361","name":"望海","avatar":"https://static.tigerbbs.com/6f01c24acb1f8fd7e5147d2897130a0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489752232477361","idStr":"3489752232477361"},"themes":[],"title":"","htmlText":"都是美国庄股","listText":"都是美国庄股","text":"都是美国庄股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509645009879240","repostId":"1114253983","repostType":2,"repost":{"id":"1114253983","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1765445273,"share":"https://www.laohu8.com/m/news/1114253983?lang=zh_CN&edition=full","pubTime":"2025-12-11 17:27","market":"us","language":"zh","title":"接力Opendoor？美股“door”系妖股炒作热潮再起","url":"https://stock-news.laohu8.com/highlight/detail?id=1114253983","media":"老虎资讯综合","summary":"此前Opendoor在他的看涨背书下股价暴涨超360%，如今Nextdoor又因他的分析报告单日最高飙升49%，接连两次的“点石成金”，让他在散户心中的公信力快速累积，成为搅动美股中小盘股行情的关键力量。他在社交平台X上发文称，Nextdoor是“当前市场中最被误解的平台之一”。在盘前交易中，Nextdoor股价已上涨近30%，成交量突破3900万股，而该股票的日均成交量仅约为190万股。截至周三收盘，Nextdoor股价累计涨幅达30%。","content":"<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/NXDR\">Nextdoor Holdings</a> 盘前续涨近25%。<strong>大涨的幕后推手Eric Jackson表示， Nextdoor Holdings的AI潜力尚未得到市场认可。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fa02f090f0c025bf9d6089e3b4684b0\" title=\"\" tg-width=\"528\" tg-height=\"147\"/></p><p>从 <a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a> 到 <a href=\"https://laohu8.com/S/NXDR\">Nextdoor Holdings</a> ，今年美国市场上一批最活跃的散户投资者，仿佛精准锁定了专属的财富密钥——名字里带“门”（door）的标的。而一手助推这两只网红妖股疯涨的幕后推手，正是对冲基金EMJ Capital的创始人Eric Jackson，他也顺理成章地成为了美国散户群体新晋的“领路人”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/59a7fbb448f595a40cfa139d2c5452d9\" title=\"Nextdoor\" tg-width=\"1280\" tg-height=\"720\"/><span>Nextdoor</span></p><p>相较于传统机构的谨慎布局，Eric Jackson的投资视角更能触动散户神经。此前Opendoor在他的看涨背书下股价暴涨超360%，如今Nextdoor又因他的分析报告单日最高飙升49%，接连两次的“点石成金”，让他在散户心中的公信力快速累积，成为搅动美股中小盘股行情的关键力量。</p><p>Jackson是总部位于多伦多的对冲基金EMJ Capital的创始人，此前因推动Opendoor Technologies、Better Home & Finance Holding Co等公司获得散户资金追捧而闻名。他在社交平台X上发文称，Nextdoor是“当前市场中最被误解的平台之一”。</p><p>他特别强调，Nextdoor拥有超过1亿个经过验证的家庭用户群体，且其在人工智能驱动服务领域的潜力——例如本地潜在客户开发和“机会提醒”功能——目前仍未被充分挖掘。</p><p>在盘前交易中，Nextdoor股价已上涨近30%，成交量突破3900万股，而该股票的日均成交量仅约为190万股。Jackson过往的投资战绩也让投资者对这只股票关注度陡增：今年早些时候，在他发布看涨观点后，Opendoor的股价曾暴涨逾360%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>接力Opendoor？美股“door”系妖股炒作热潮再起</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n接力Opendoor？美股“door”系妖股炒作热潮再起\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-11 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/NXDR\">Nextdoor Holdings</a> 盘前续涨近25%。<strong>大涨的幕后推手Eric Jackson表示， Nextdoor Holdings的AI潜力尚未得到市场认可。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fa02f090f0c025bf9d6089e3b4684b0\" title=\"\" tg-width=\"528\" tg-height=\"147\"/></p><p>从 <a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a> 到 <a href=\"https://laohu8.com/S/NXDR\">Nextdoor Holdings</a> ，今年美国市场上一批最活跃的散户投资者，仿佛精准锁定了专属的财富密钥——名字里带“门”（door）的标的。而一手助推这两只网红妖股疯涨的幕后推手，正是对冲基金EMJ Capital的创始人Eric Jackson，他也顺理成章地成为了美国散户群体新晋的“领路人”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/59a7fbb448f595a40cfa139d2c5452d9\" title=\"Nextdoor\" tg-width=\"1280\" tg-height=\"720\"/><span>Nextdoor</span></p><p>相较于传统机构的谨慎布局，Eric Jackson的投资视角更能触动散户神经。此前Opendoor在他的看涨背书下股价暴涨超360%，如今Nextdoor又因他的分析报告单日最高飙升49%，接连两次的“点石成金”，让他在散户心中的公信力快速累积，成为搅动美股中小盘股行情的关键力量。</p><p>Jackson是总部位于多伦多的对冲基金EMJ Capital的创始人，此前因推动Opendoor Technologies、Better Home & Finance Holding Co等公司获得散户资金追捧而闻名。他在社交平台X上发文称，Nextdoor是“当前市场中最被误解的平台之一”。</p><p>他特别强调，Nextdoor拥有超过1亿个经过验证的家庭用户群体，且其在人工智能驱动服务领域的潜力——例如本地潜在客户开发和“机会提醒”功能——目前仍未被充分挖掘。</p><p>在盘前交易中，Nextdoor股价已上涨近30%，成交量突破3900万股，而该股票的日均成交量仅约为190万股。Jackson过往的投资战绩也让投资者对这只股票关注度陡增：今年早些时候，在他发布看涨观点后，Opendoor的股价曾暴涨逾360%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/59a7fbb448f595a40cfa139d2c5452d9","relate_stocks":{"NXDR":"Nextdoor Holdings"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114253983","content_text":"周四， Nextdoor Holdings 盘前续涨近25%。大涨的幕后推手Eric Jackson表示， Nextdoor Holdings的AI潜力尚未得到市场认可。从 Opendoor Technologies Inc 到 Nextdoor Holdings ，今年美国市场上一批最活跃的散户投资者，仿佛精准锁定了专属的财富密钥——名字里带“门”（door）的标的。而一手助推这两只网红妖股疯涨的幕后推手，正是对冲基金EMJ Capital的创始人Eric Jackson，他也顺理成章地成为了美国散户群体新晋的“领路人”。Nextdoor相较于传统机构的谨慎布局，Eric Jackson的投资视角更能触动散户神经。此前Opendoor在他的看涨背书下股价暴涨超360%，如今Nextdoor又因他的分析报告单日最高飙升49%，接连两次的“点石成金”，让他在散户心中的公信力快速累积，成为搅动美股中小盘股行情的关键力量。Jackson是总部位于多伦多的对冲基金EMJ Capital的创始人，此前因推动Opendoor Technologies、Better Home & Finance Holding Co等公司获得散户资金追捧而闻名。他在社交平台X上发文称，Nextdoor是“当前市场中最被误解的平台之一”。他特别强调，Nextdoor拥有超过1亿个经过验证的家庭用户群体，且其在人工智能驱动服务领域的潜力——例如本地潜在客户开发和“机会提醒”功能——目前仍未被充分挖掘。在盘前交易中，Nextdoor股价已上涨近30%，成交量突破3900万股，而该股票的日均成交量仅约为190万股。Jackson过往的投资战绩也让投资者对这只股票关注度陡增：今年早些时候，在他发布看涨观点后，Opendoor的股价曾暴涨逾360%。","news_type":1,"symbols_score_info":{"NXDR":2}},"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318197927276696,"gmtCreate":1718723582620,"gmtModify":1718725740802,"author":{"id":"3489752232477361","authorId":"3489752232477361","name":"望海","avatar":"https://static.tigerbbs.com/6f01c24acb1f8fd7e5147d2897130a0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489752232477361","idStr":"3489752232477361"},"themes":[],"title":"","htmlText":"还是华尔街的观点","listText":"还是华尔街的观点","text":"还是华尔街的观点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318197927276696","isVote":1,"tweetType":1,"viewCount":2582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311964143325424,"gmtCreate":1717197367199,"gmtModify":1717383809777,"author":{"id":"3489752232477361","authorId":"3489752232477361","name":"望海","avatar":"https://static.tigerbbs.com/6f01c24acb1f8fd7e5147d2897130a0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489752232477361","idStr":"3489752232477361"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a>不会是艾森豪威尔航母被袭导致的下跌吧？","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a>不会是艾森豪威尔航母被袭导致的下跌吧？","text":"$标普500(.SPX)$ 不会是艾森豪威尔航母被袭导致的下跌吧？","images":[{"img":"https://static.tigerbbs.com/b163d24dd81802f4befe574331ffafef","width":"1128","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/311964143325424","isVote":1,"tweetType":1,"viewCount":4869,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546984011026931","authorId":"3546984011026931","name":"泰山掌门","avatar":"https://static.tigerbbs.com/7d55c68503ceb3ebb774b7467e7e7568","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3546984011026931","idStr":"3546984011026931"},"content":"我也觉得很奇怪，昨晚pce明明拉涨，开盘后一路下跌。","text":"我也觉得很奇怪，昨晚pce明明拉涨，开盘后一路下跌。","html":"我也觉得很奇怪，昨晚pce明明拉涨，开盘后一路下跌。"},{"author":{"id":"3546984011026931","authorId":"3546984011026931","name":"泰山掌门","avatar":"https://static.tigerbbs.com/7d55c68503ceb3ebb774b7467e7e7568","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3546984011026931","idStr":"3546984011026931"},"content":"美国那边没说被袭击啊","text":"美国那边没说被袭击啊","html":"美国那边没说被袭击啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":972547929,"gmtCreate":1600297835861,"gmtModify":1703821075414,"author":{"id":"3489752232477361","authorId":"3489752232477361","name":"望海","avatar":"https://static.tigerbbs.com/6f01c24acb1f8fd7e5147d2897130a0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489752232477361","idStr":"3489752232477361"},"themes":[],"title":"","htmlText":"不知道黑客是否对它有兴趣，感觉有机可乘","listText":"不知道黑客是否对它有兴趣，感觉有机可乘","text":"不知道黑客是否对它有兴趣，感觉有机可乘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/972547929","repostId":"1171985298","repostType":4,"repost":{"id":"1171985298","kind":"news","pubTimestamp":1600274388,"share":"https://www.laohu8.com/m/news/1171985298?lang=zh_CN&edition=full","pubTime":"2020-09-17 00:39","market":"us","language":"zh","title":"吸引巴菲特打新，Snowflake开盘暴涨130%触及熔断","url":"https://stock-news.laohu8.com/highlight/detail?id=1171985298","media":"见闻VIP","summary":"9月16日（周三），云计算服务供应商Snowflake登陆纽交所，IPO发行价为120美元，开盘报245.63美元，盘初快速涨超130%。Snowflake盘中触及熔断停牌，恢复交易后继续走高，截至发","content":"<p>9月16日（周三），云计算服务供应商<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>登陆纽交所，IPO发行价为120美元，开盘报245.63美元，盘初快速涨超130%。</p><p>Snowflake盘中触及熔断停牌，恢复交易后继续走高，截至发稿，最高价319美元，盘中最高涨幅超136%。</p><p><img src=\"https://static.tigerbbs.com/c6da3e720098c09f41e4f4443d0095db\" tg-width=\"840\" tg-height=\"470\"></p><p>同于今日在美股上市的以色列软件公司<b><a href=\"https://laohu8.com/S/FROG\">JFrog</a></b>开盘暴涨70%。JFrog的IPO定价为每股44美元，开盘报71.27美元，截至发稿，最高报77美元。</p><p><img src=\"https://static.tigerbbs.com/3a64f18d9103b27b0f9ddb42c675d55a\" tg-width=\"840\" tg-height=\"470\"></p><p><b>魅力非凡的“雪花”</b></p><p>在本周的美股IPO盛宴中，云计算服务供应商Snowflake是最受市场关注的那一个。</p><p><img src=\"https://static.tigerbbs.com/5d855add532633aabb44f189deb02397\" tg-width=\"1080\" tg-height=\"707\"></p><p>Snowflake之所以成为最亮眼的“仔”，一定程度上与“股神”沃伦·巴菲特(Warren Buffett)有关。</p><p>巴菲特喜欢购买那些经过市场验证、具有长期价值的股票，曾说他不投看不懂的科技股，而且一直避免参与IPO。他在2016年曾说：“不必关心IPO市场，反正每天都有人中彩票。”他在去年的一次采访中说，过去54年来，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>从未买过新股。</p><p>但现在，他不但购买科技公司股份，还参与了高科技创业公司的IPO环节。即使这笔投资不是巴菲特本人主动做出的决策，至少也经过了他的首肯。</p><p>这一出手，就是5.5亿多美元。<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>总计持有超过700万股，Snowflake上市后，伯克希尔在其流通中的A级普通股中持股比例约为19%。</p><p>为什么伯克希尔钟情于还处于大笔烧钱阶段的Snowflake呢？</p><p><b>收入增长之快令人咂舌</b></p><p>Snowflake所处的“赛道”非常好。</p><p>在整个计算机行业里，云计算是其中发展最快、规模最大、最具活力的市场，SaaS（软件即服务）领域被认为拥有巨大的发展前景。IDC预计，潜在的市场规模在2020年能达到560亿美元，2023年将扩增至840亿美元。</p><p>就公司自身的基本面来说，Snowflake是SaaS领域中成长最快的公司之一。</p><p>在云计算领域，很多公司在上市之前披露的营收等业绩指标都十分惊人，Snowflake的收入数据更是美得无与伦比——这是最吸引投资者的地方。</p><p>在截至去年1月底的财年里，Snowflake的营收还不到1亿美元，而去年7月突破整数关口之后，这家公司就走上了收入暴涨之路，今年上半年暴增至2.42亿美元，同比翻了一倍多。有分析人士认为，该公司今年的营收预计将超过5亿美元。</p><p>这家公司在上一财年实现了极高的收入增速(173%)，最近一个季度也达到121%，这是在同领域公司IPO时最为亮丽的一个。如此高速的收入增长正是很多风投公司最乐于见到的。</p><p><img src=\"https://static.tigerbbs.com/58997271ddea949243f718639137ac1e\" tg-width=\"960\" tg-height=\"654\"></p><p>此外，净留存率达到破纪录的158%——这也是在上市阶段时所有上市云计算公司中最高的。</p><p><img src=\"https://static.tigerbbs.com/66eca0b24e56fcd5eab488629d99a5dc\" tg-width=\"960\" tg-height=\"637\"></p><p>从其所属的SaaS这一领域来看，Snowflake是走在前列的领头羊。</p><p><img src=\"https://static.tigerbbs.com/5119ffed8cc4815e80cc4c83636a4d59\" tg-width=\"1466\" tg-height=\"1034\"></p><p>因此，尽管Snowflake净亏损1.713亿美元，数额上依然很大，但考虑到其扩张速度之快，这种程度的损失是投资者完全可以接受的。</p><p>更令投资者振奋的是，这家公司的净亏损正在大幅收窄，从170%收窄到了亏损71%。二季度1.713亿美元的净亏损额虽然很大，但与一季度几乎持平。</p><p>当然，这也有可能是Snowflake暂时为了IPO而收紧了腰带。</p><p><img src=\"https://static.tigerbbs.com/2ce6b47591d7866e871f29a496756233\" tg-width=\"959\" tg-height=\"873\"></p><p>关键指标之一产品收入超过100万美元的客户所占百分比的增长，也给人留下了深刻的印象。该指标从2019财年的14%大幅增长到2020财年的41%。</p><p>而且，高端客户占比还在持续增长，2020年的前六个月为56%，而去年同期为22%。</p><p>过去12个月中，客户数量也从1547人翻了一番，达到3117人。 其中包括《财富》 10强企业中的7家和《财富》 500强企业中的146家。</p><p>更值得一提的是，公司的毛利率数据也在持续高增长。去年1月底是46.5%，半年后升至49.4%，今年1月底又升至56%，7月底进一步增至61.6%。</p><p>毛利率不断提高就意味着公司能有更多的收入来弥补运营成本。这可能也是它想要上市的原因。</p><p>在2021财年的前六个月中，Snowflake用于经营活动的现金从1.1亿美元下降至4530万美元。目前，该公司拥有现金和投资品合计价值5.91亿美元。没有债务。</p><p><b>创新的云服务</b></p><p>收入数据如此靓丽，主要是由于Snowflake颠覆了数据仓储市场，其卓越的云数据平台提供了至关重要的差异化服务。</p><p>美国科技类评论家Billy Duberstein认为，Snowflake成功地利用了当今企业应用技术的两个最大趋势：大数据处理和公共云。</p><p>在Billy Duberstein看来，Snowflake成为业界黑马的秘诀在于：通过优化公共云的技术，充分利用了基于云的数据分析需求，使其极其容易使用，且无需维护。</p><p>准确地说，他们是第一家针对云计算优化而建立数据仓储平台的公司。</p><p>Snowflake的核心产品是基于云计算的数据仓储业务，可以在三个主要的公共云之间无缝运行。这与最初设计用于本地数据中心的遗留数据仓库形成了鲜明对比。</p><p>粗略地说，Snowflake的产品采用的是解耦架构，允许各个组件彼此保留完全自治且无意识的复杂工作的框架。这种架构使得数据的存储和计算可以任意选择一个云平台来分开独立运行。</p><p>这种“云中立”的姿态似乎最受市场肯定——尽管<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>这三个关键的云合作伙伴都提供类型相似的云服务。</p><p>Snowflake从最初的产品一路扩展，如今可以提供统一的大数据查询、管理和服务。基本上，公司客户可以获取所有数据，无论其来源是什么，都可以通过将其全部转储到Snowflake的云计算仓储系统中来轻松处理它们。</p><p><b>出色的管理层</b></p><p>Snowflake于2012年由两位来自<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>的技术专家Benoit Dageville和Thierry Cruanes以及荷兰数据初创公司Vectorwise联合创始人Marcin Zukowski共同创立。</p><p>尽管成立时间只有6年，但年轻的Snowflake却拥有过两任极富经验的卓越管理者。</p><p>前首席执行官Bob Muglia在壮大公司方面能力过人，客户数量从2015年的80个大举增加到2018年初的1000个。新上任的首席执行官Frank Slootman更加清楚地知道如何吸引金融市场中的投资者。</p><p>Frank Slootman以重振Data领域而闻名。在他的领导下，2003年还因资金耗尽而奄奄一息的Data Domain公司在2009年被收购之后其销售收入就超过了所有对手的收入总和。2011年至2017年期间，他担任<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>的首席执行官，公司年收入实现了从7500万美元增长到15亿美元的飞跃式发展。</p><p>对于许多投资者来说，管理者是决定他们是否投资的关键因素之一。</p><p>上述种种，或许是Snowflake在上市前夕大幅上调IPO价格区间至100-110美元、将创造今年以来美股最大IPO纪录的底气。</p>","source":"lsy1575509449554","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>吸引巴菲特打新，Snowflake开盘暴涨130%触及熔断</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n吸引巴菲特打新，Snowflake开盘暴涨130%触及熔断\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-17 00:39 北京时间 <a href=https://vip.jianshiapp.com/articles/3604961><strong>见闻VIP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月16日（周三），云计算服务供应商Snowflake登陆纽交所，IPO发行价为120美元，开盘报245.63美元，盘初快速涨超130%。Snowflake盘中触及熔断停牌，恢复交易后继续走高，截至发稿，最高价319美元，盘中最高涨幅超136%。同于今日在美股上市的以色列软件公司JFrog开盘暴涨70%。JFrog的IPO定价为每股44美元，开盘报71.27美元，截至发稿，最高报77美元。魅力非凡...</p>\n\n<a href=\"https://vip.jianshiapp.com/articles/3604961\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e41f9cb4c5c322b59483165a9ff0f95","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://vip.jianshiapp.com/articles/3604961","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171985298","content_text":"9月16日（周三），云计算服务供应商Snowflake登陆纽交所，IPO发行价为120美元，开盘报245.63美元，盘初快速涨超130%。Snowflake盘中触及熔断停牌，恢复交易后继续走高，截至发稿，最高价319美元，盘中最高涨幅超136%。同于今日在美股上市的以色列软件公司JFrog开盘暴涨70%。JFrog的IPO定价为每股44美元，开盘报71.27美元，截至发稿，最高报77美元。魅力非凡的“雪花”在本周的美股IPO盛宴中，云计算服务供应商Snowflake是最受市场关注的那一个。Snowflake之所以成为最亮眼的“仔”，一定程度上与“股神”沃伦·巴菲特(Warren Buffett)有关。巴菲特喜欢购买那些经过市场验证、具有长期价值的股票，曾说他不投看不懂的科技股，而且一直避免参与IPO。他在2016年曾说：“不必关心IPO市场，反正每天都有人中彩票。”他在去年的一次采访中说，过去54年来，伯克希尔从未买过新股。但现在，他不但购买科技公司股份，还参与了高科技创业公司的IPO环节。即使这笔投资不是巴菲特本人主动做出的决策，至少也经过了他的首肯。这一出手，就是5.5亿多美元。伯克希尔总计持有超过700万股，Snowflake上市后，伯克希尔在其流通中的A级普通股中持股比例约为19%。为什么伯克希尔钟情于还处于大笔烧钱阶段的Snowflake呢？收入增长之快令人咂舌Snowflake所处的“赛道”非常好。在整个计算机行业里，云计算是其中发展最快、规模最大、最具活力的市场，SaaS（软件即服务）领域被认为拥有巨大的发展前景。IDC预计，潜在的市场规模在2020年能达到560亿美元，2023年将扩增至840亿美元。就公司自身的基本面来说，Snowflake是SaaS领域中成长最快的公司之一。在云计算领域，很多公司在上市之前披露的营收等业绩指标都十分惊人，Snowflake的收入数据更是美得无与伦比——这是最吸引投资者的地方。在截至去年1月底的财年里，Snowflake的营收还不到1亿美元，而去年7月突破整数关口之后，这家公司就走上了收入暴涨之路，今年上半年暴增至2.42亿美元，同比翻了一倍多。有分析人士认为，该公司今年的营收预计将超过5亿美元。这家公司在上一财年实现了极高的收入增速(173%)，最近一个季度也达到121%，这是在同领域公司IPO时最为亮丽的一个。如此高速的收入增长正是很多风投公司最乐于见到的。此外，净留存率达到破纪录的158%——这也是在上市阶段时所有上市云计算公司中最高的。从其所属的SaaS这一领域来看，Snowflake是走在前列的领头羊。因此，尽管Snowflake净亏损1.713亿美元，数额上依然很大，但考虑到其扩张速度之快，这种程度的损失是投资者完全可以接受的。更令投资者振奋的是，这家公司的净亏损正在大幅收窄，从170%收窄到了亏损71%。二季度1.713亿美元的净亏损额虽然很大，但与一季度几乎持平。当然，这也有可能是Snowflake暂时为了IPO而收紧了腰带。关键指标之一产品收入超过100万美元的客户所占百分比的增长，也给人留下了深刻的印象。该指标从2019财年的14%大幅增长到2020财年的41%。而且，高端客户占比还在持续增长，2020年的前六个月为56%，而去年同期为22%。过去12个月中，客户数量也从1547人翻了一番，达到3117人。 其中包括《财富》 10强企业中的7家和《财富》 500强企业中的146家。更值得一提的是，公司的毛利率数据也在持续高增长。去年1月底是46.5%，半年后升至49.4%，今年1月底又升至56%，7月底进一步增至61.6%。毛利率不断提高就意味着公司能有更多的收入来弥补运营成本。这可能也是它想要上市的原因。在2021财年的前六个月中，Snowflake用于经营活动的现金从1.1亿美元下降至4530万美元。目前，该公司拥有现金和投资品合计价值5.91亿美元。没有债务。创新的云服务收入数据如此靓丽，主要是由于Snowflake颠覆了数据仓储市场，其卓越的云数据平台提供了至关重要的差异化服务。美国科技类评论家Billy Duberstein认为，Snowflake成功地利用了当今企业应用技术的两个最大趋势：大数据处理和公共云。在Billy Duberstein看来，Snowflake成为业界黑马的秘诀在于：通过优化公共云的技术，充分利用了基于云的数据分析需求，使其极其容易使用，且无需维护。准确地说，他们是第一家针对云计算优化而建立数据仓储平台的公司。Snowflake的核心产品是基于云计算的数据仓储业务，可以在三个主要的公共云之间无缝运行。这与最初设计用于本地数据中心的遗留数据仓库形成了鲜明对比。粗略地说，Snowflake的产品采用的是解耦架构，允许各个组件彼此保留完全自治且无意识的复杂工作的框架。这种架构使得数据的存储和计算可以任意选择一个云平台来分开独立运行。这种“云中立”的姿态似乎最受市场肯定——尽管亚马逊、微软和谷歌这三个关键的云合作伙伴都提供类型相似的云服务。Snowflake从最初的产品一路扩展，如今可以提供统一的大数据查询、管理和服务。基本上，公司客户可以获取所有数据，无论其来源是什么，都可以通过将其全部转储到Snowflake的云计算仓储系统中来轻松处理它们。出色的管理层Snowflake于2012年由两位来自甲骨文的技术专家Benoit Dageville和Thierry Cruanes以及荷兰数据初创公司Vectorwise联合创始人Marcin Zukowski共同创立。尽管成立时间只有6年，但年轻的Snowflake却拥有过两任极富经验的卓越管理者。前首席执行官Bob Muglia在壮大公司方面能力过人，客户数量从2015年的80个大举增加到2018年初的1000个。新上任的首席执行官Frank Slootman更加清楚地知道如何吸引金融市场中的投资者。Frank Slootman以重振Data领域而闻名。在他的领导下，2003年还因资金耗尽而奄奄一息的Data Domain公司在2009年被收购之后其销售收入就超过了所有对手的收入总和。2011年至2017年期间，他担任ServiceNow的首席执行官，公司年收入实现了从7500万美元增长到15亿美元的飞跃式发展。对于许多投资者来说，管理者是决定他们是否投资的关键因素之一。上述种种，或许是Snowflake在上市前夕大幅上调IPO价格区间至100-110美元、将创造今年以来美股最大IPO纪录的底气。","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":5617,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":311964143325424,"gmtCreate":1717197367199,"gmtModify":1717383809777,"author":{"id":"3489752232477361","authorId":"3489752232477361","name":"望海","avatar":"https://static.tigerbbs.com/6f01c24acb1f8fd7e5147d2897130a0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489752232477361","authorIdStr":"3489752232477361"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a>不会是艾森豪威尔航母被袭导致的下跌吧？","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a>不会是艾森豪威尔航母被袭导致的下跌吧？","text":"$标普500(.SPX)$ 不会是艾森豪威尔航母被袭导致的下跌吧？","images":[{"img":"https://static.tigerbbs.com/b163d24dd81802f4befe574331ffafef","width":"1128","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/311964143325424","isVote":1,"tweetType":1,"viewCount":4869,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546984011026931","authorId":"3546984011026931","name":"泰山掌门","avatar":"https://static.tigerbbs.com/7d55c68503ceb3ebb774b7467e7e7568","crmLevel":1,"crmLevelSwitch":0,"idStr":"3546984011026931","authorIdStr":"3546984011026931"},"content":"我也觉得很奇怪，昨晚pce明明拉涨，开盘后一路下跌。","text":"我也觉得很奇怪，昨晚pce明明拉涨，开盘后一路下跌。","html":"我也觉得很奇怪，昨晚pce明明拉涨，开盘后一路下跌。"},{"author":{"id":"3546984011026931","authorId":"3546984011026931","name":"泰山掌门","avatar":"https://static.tigerbbs.com/7d55c68503ceb3ebb774b7467e7e7568","crmLevel":1,"crmLevelSwitch":0,"idStr":"3546984011026931","authorIdStr":"3546984011026931"},"content":"美国那边没说被袭击啊","text":"美国那边没说被袭击啊","html":"美国那边没说被袭击啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":972547929,"gmtCreate":1600297835861,"gmtModify":1703821075414,"author":{"id":"3489752232477361","authorId":"3489752232477361","name":"望海","avatar":"https://static.tigerbbs.com/6f01c24acb1f8fd7e5147d2897130a0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489752232477361","authorIdStr":"3489752232477361"},"themes":[],"title":"","htmlText":"不知道黑客是否对它有兴趣，感觉有机可乘","listText":"不知道黑客是否对它有兴趣，感觉有机可乘","text":"不知道黑客是否对它有兴趣，感觉有机可乘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/972547929","repostId":"1171985298","repostType":4,"repost":{"id":"1171985298","kind":"news","pubTimestamp":1600274388,"share":"https://www.laohu8.com/m/news/1171985298?lang=zh_CN&edition=full","pubTime":"2020-09-17 00:39","market":"us","language":"zh","title":"吸引巴菲特打新，Snowflake开盘暴涨130%触及熔断","url":"https://stock-news.laohu8.com/highlight/detail?id=1171985298","media":"见闻VIP","summary":"9月16日（周三），云计算服务供应商Snowflake登陆纽交所，IPO发行价为120美元，开盘报245.63美元，盘初快速涨超130%。Snowflake盘中触及熔断停牌，恢复交易后继续走高，截至发","content":"<p>9月16日（周三），云计算服务供应商<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>登陆纽交所，IPO发行价为120美元，开盘报245.63美元，盘初快速涨超130%。</p><p>Snowflake盘中触及熔断停牌，恢复交易后继续走高，截至发稿，最高价319美元，盘中最高涨幅超136%。</p><p><img src=\"https://static.tigerbbs.com/c6da3e720098c09f41e4f4443d0095db\" tg-width=\"840\" tg-height=\"470\"></p><p>同于今日在美股上市的以色列软件公司<b><a href=\"https://laohu8.com/S/FROG\">JFrog</a></b>开盘暴涨70%。JFrog的IPO定价为每股44美元，开盘报71.27美元，截至发稿，最高报77美元。</p><p><img src=\"https://static.tigerbbs.com/3a64f18d9103b27b0f9ddb42c675d55a\" tg-width=\"840\" tg-height=\"470\"></p><p><b>魅力非凡的“雪花”</b></p><p>在本周的美股IPO盛宴中，云计算服务供应商Snowflake是最受市场关注的那一个。</p><p><img src=\"https://static.tigerbbs.com/5d855add532633aabb44f189deb02397\" tg-width=\"1080\" tg-height=\"707\"></p><p>Snowflake之所以成为最亮眼的“仔”，一定程度上与“股神”沃伦·巴菲特(Warren Buffett)有关。</p><p>巴菲特喜欢购买那些经过市场验证、具有长期价值的股票，曾说他不投看不懂的科技股，而且一直避免参与IPO。他在2016年曾说：“不必关心IPO市场，反正每天都有人中彩票。”他在去年的一次采访中说，过去54年来，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>从未买过新股。</p><p>但现在，他不但购买科技公司股份，还参与了高科技创业公司的IPO环节。即使这笔投资不是巴菲特本人主动做出的决策，至少也经过了他的首肯。</p><p>这一出手，就是5.5亿多美元。<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>总计持有超过700万股，Snowflake上市后，伯克希尔在其流通中的A级普通股中持股比例约为19%。</p><p>为什么伯克希尔钟情于还处于大笔烧钱阶段的Snowflake呢？</p><p><b>收入增长之快令人咂舌</b></p><p>Snowflake所处的“赛道”非常好。</p><p>在整个计算机行业里，云计算是其中发展最快、规模最大、最具活力的市场，SaaS（软件即服务）领域被认为拥有巨大的发展前景。IDC预计，潜在的市场规模在2020年能达到560亿美元，2023年将扩增至840亿美元。</p><p>就公司自身的基本面来说，Snowflake是SaaS领域中成长最快的公司之一。</p><p>在云计算领域，很多公司在上市之前披露的营收等业绩指标都十分惊人，Snowflake的收入数据更是美得无与伦比——这是最吸引投资者的地方。</p><p>在截至去年1月底的财年里，Snowflake的营收还不到1亿美元，而去年7月突破整数关口之后，这家公司就走上了收入暴涨之路，今年上半年暴增至2.42亿美元，同比翻了一倍多。有分析人士认为，该公司今年的营收预计将超过5亿美元。</p><p>这家公司在上一财年实现了极高的收入增速(173%)，最近一个季度也达到121%，这是在同领域公司IPO时最为亮丽的一个。如此高速的收入增长正是很多风投公司最乐于见到的。</p><p><img src=\"https://static.tigerbbs.com/58997271ddea949243f718639137ac1e\" tg-width=\"960\" tg-height=\"654\"></p><p>此外，净留存率达到破纪录的158%——这也是在上市阶段时所有上市云计算公司中最高的。</p><p><img src=\"https://static.tigerbbs.com/66eca0b24e56fcd5eab488629d99a5dc\" tg-width=\"960\" tg-height=\"637\"></p><p>从其所属的SaaS这一领域来看，Snowflake是走在前列的领头羊。</p><p><img src=\"https://static.tigerbbs.com/5119ffed8cc4815e80cc4c83636a4d59\" tg-width=\"1466\" tg-height=\"1034\"></p><p>因此，尽管Snowflake净亏损1.713亿美元，数额上依然很大，但考虑到其扩张速度之快，这种程度的损失是投资者完全可以接受的。</p><p>更令投资者振奋的是，这家公司的净亏损正在大幅收窄，从170%收窄到了亏损71%。二季度1.713亿美元的净亏损额虽然很大，但与一季度几乎持平。</p><p>当然，这也有可能是Snowflake暂时为了IPO而收紧了腰带。</p><p><img src=\"https://static.tigerbbs.com/2ce6b47591d7866e871f29a496756233\" tg-width=\"959\" tg-height=\"873\"></p><p>关键指标之一产品收入超过100万美元的客户所占百分比的增长，也给人留下了深刻的印象。该指标从2019财年的14%大幅增长到2020财年的41%。</p><p>而且，高端客户占比还在持续增长，2020年的前六个月为56%，而去年同期为22%。</p><p>过去12个月中，客户数量也从1547人翻了一番，达到3117人。 其中包括《财富》 10强企业中的7家和《财富》 500强企业中的146家。</p><p>更值得一提的是，公司的毛利率数据也在持续高增长。去年1月底是46.5%，半年后升至49.4%，今年1月底又升至56%，7月底进一步增至61.6%。</p><p>毛利率不断提高就意味着公司能有更多的收入来弥补运营成本。这可能也是它想要上市的原因。</p><p>在2021财年的前六个月中，Snowflake用于经营活动的现金从1.1亿美元下降至4530万美元。目前，该公司拥有现金和投资品合计价值5.91亿美元。没有债务。</p><p><b>创新的云服务</b></p><p>收入数据如此靓丽，主要是由于Snowflake颠覆了数据仓储市场，其卓越的云数据平台提供了至关重要的差异化服务。</p><p>美国科技类评论家Billy Duberstein认为，Snowflake成功地利用了当今企业应用技术的两个最大趋势：大数据处理和公共云。</p><p>在Billy Duberstein看来，Snowflake成为业界黑马的秘诀在于：通过优化公共云的技术，充分利用了基于云的数据分析需求，使其极其容易使用，且无需维护。</p><p>准确地说，他们是第一家针对云计算优化而建立数据仓储平台的公司。</p><p>Snowflake的核心产品是基于云计算的数据仓储业务，可以在三个主要的公共云之间无缝运行。这与最初设计用于本地数据中心的遗留数据仓库形成了鲜明对比。</p><p>粗略地说，Snowflake的产品采用的是解耦架构，允许各个组件彼此保留完全自治且无意识的复杂工作的框架。这种架构使得数据的存储和计算可以任意选择一个云平台来分开独立运行。</p><p>这种“云中立”的姿态似乎最受市场肯定——尽管<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>这三个关键的云合作伙伴都提供类型相似的云服务。</p><p>Snowflake从最初的产品一路扩展，如今可以提供统一的大数据查询、管理和服务。基本上，公司客户可以获取所有数据，无论其来源是什么，都可以通过将其全部转储到Snowflake的云计算仓储系统中来轻松处理它们。</p><p><b>出色的管理层</b></p><p>Snowflake于2012年由两位来自<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>的技术专家Benoit Dageville和Thierry Cruanes以及荷兰数据初创公司Vectorwise联合创始人Marcin Zukowski共同创立。</p><p>尽管成立时间只有6年，但年轻的Snowflake却拥有过两任极富经验的卓越管理者。</p><p>前首席执行官Bob Muglia在壮大公司方面能力过人，客户数量从2015年的80个大举增加到2018年初的1000个。新上任的首席执行官Frank Slootman更加清楚地知道如何吸引金融市场中的投资者。</p><p>Frank Slootman以重振Data领域而闻名。在他的领导下，2003年还因资金耗尽而奄奄一息的Data Domain公司在2009年被收购之后其销售收入就超过了所有对手的收入总和。2011年至2017年期间，他担任<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>的首席执行官，公司年收入实现了从7500万美元增长到15亿美元的飞跃式发展。</p><p>对于许多投资者来说，管理者是决定他们是否投资的关键因素之一。</p><p>上述种种，或许是Snowflake在上市前夕大幅上调IPO价格区间至100-110美元、将创造今年以来美股最大IPO纪录的底气。</p>","source":"lsy1575509449554","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>吸引巴菲特打新，Snowflake开盘暴涨130%触及熔断</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n吸引巴菲特打新，Snowflake开盘暴涨130%触及熔断\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-17 00:39 北京时间 <a href=https://vip.jianshiapp.com/articles/3604961><strong>见闻VIP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月16日（周三），云计算服务供应商Snowflake登陆纽交所，IPO发行价为120美元，开盘报245.63美元，盘初快速涨超130%。Snowflake盘中触及熔断停牌，恢复交易后继续走高，截至发稿，最高价319美元，盘中最高涨幅超136%。同于今日在美股上市的以色列软件公司JFrog开盘暴涨70%。JFrog的IPO定价为每股44美元，开盘报71.27美元，截至发稿，最高报77美元。魅力非凡...</p>\n\n<a href=\"https://vip.jianshiapp.com/articles/3604961\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e41f9cb4c5c322b59483165a9ff0f95","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://vip.jianshiapp.com/articles/3604961","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171985298","content_text":"9月16日（周三），云计算服务供应商Snowflake登陆纽交所，IPO发行价为120美元，开盘报245.63美元，盘初快速涨超130%。Snowflake盘中触及熔断停牌，恢复交易后继续走高，截至发稿，最高价319美元，盘中最高涨幅超136%。同于今日在美股上市的以色列软件公司JFrog开盘暴涨70%。JFrog的IPO定价为每股44美元，开盘报71.27美元，截至发稿，最高报77美元。魅力非凡的“雪花”在本周的美股IPO盛宴中，云计算服务供应商Snowflake是最受市场关注的那一个。Snowflake之所以成为最亮眼的“仔”，一定程度上与“股神”沃伦·巴菲特(Warren Buffett)有关。巴菲特喜欢购买那些经过市场验证、具有长期价值的股票，曾说他不投看不懂的科技股，而且一直避免参与IPO。他在2016年曾说：“不必关心IPO市场，反正每天都有人中彩票。”他在去年的一次采访中说，过去54年来，伯克希尔从未买过新股。但现在，他不但购买科技公司股份，还参与了高科技创业公司的IPO环节。即使这笔投资不是巴菲特本人主动做出的决策，至少也经过了他的首肯。这一出手，就是5.5亿多美元。伯克希尔总计持有超过700万股，Snowflake上市后，伯克希尔在其流通中的A级普通股中持股比例约为19%。为什么伯克希尔钟情于还处于大笔烧钱阶段的Snowflake呢？收入增长之快令人咂舌Snowflake所处的“赛道”非常好。在整个计算机行业里，云计算是其中发展最快、规模最大、最具活力的市场，SaaS（软件即服务）领域被认为拥有巨大的发展前景。IDC预计，潜在的市场规模在2020年能达到560亿美元，2023年将扩增至840亿美元。就公司自身的基本面来说，Snowflake是SaaS领域中成长最快的公司之一。在云计算领域，很多公司在上市之前披露的营收等业绩指标都十分惊人，Snowflake的收入数据更是美得无与伦比——这是最吸引投资者的地方。在截至去年1月底的财年里，Snowflake的营收还不到1亿美元，而去年7月突破整数关口之后，这家公司就走上了收入暴涨之路，今年上半年暴增至2.42亿美元，同比翻了一倍多。有分析人士认为，该公司今年的营收预计将超过5亿美元。这家公司在上一财年实现了极高的收入增速(173%)，最近一个季度也达到121%，这是在同领域公司IPO时最为亮丽的一个。如此高速的收入增长正是很多风投公司最乐于见到的。此外，净留存率达到破纪录的158%——这也是在上市阶段时所有上市云计算公司中最高的。从其所属的SaaS这一领域来看，Snowflake是走在前列的领头羊。因此，尽管Snowflake净亏损1.713亿美元，数额上依然很大，但考虑到其扩张速度之快，这种程度的损失是投资者完全可以接受的。更令投资者振奋的是，这家公司的净亏损正在大幅收窄，从170%收窄到了亏损71%。二季度1.713亿美元的净亏损额虽然很大，但与一季度几乎持平。当然，这也有可能是Snowflake暂时为了IPO而收紧了腰带。关键指标之一产品收入超过100万美元的客户所占百分比的增长，也给人留下了深刻的印象。该指标从2019财年的14%大幅增长到2020财年的41%。而且，高端客户占比还在持续增长，2020年的前六个月为56%，而去年同期为22%。过去12个月中，客户数量也从1547人翻了一番，达到3117人。 其中包括《财富》 10强企业中的7家和《财富》 500强企业中的146家。更值得一提的是，公司的毛利率数据也在持续高增长。去年1月底是46.5%，半年后升至49.4%，今年1月底又升至56%，7月底进一步增至61.6%。毛利率不断提高就意味着公司能有更多的收入来弥补运营成本。这可能也是它想要上市的原因。在2021财年的前六个月中，Snowflake用于经营活动的现金从1.1亿美元下降至4530万美元。目前，该公司拥有现金和投资品合计价值5.91亿美元。没有债务。创新的云服务收入数据如此靓丽，主要是由于Snowflake颠覆了数据仓储市场，其卓越的云数据平台提供了至关重要的差异化服务。美国科技类评论家Billy Duberstein认为，Snowflake成功地利用了当今企业应用技术的两个最大趋势：大数据处理和公共云。在Billy Duberstein看来，Snowflake成为业界黑马的秘诀在于：通过优化公共云的技术，充分利用了基于云的数据分析需求，使其极其容易使用，且无需维护。准确地说，他们是第一家针对云计算优化而建立数据仓储平台的公司。Snowflake的核心产品是基于云计算的数据仓储业务，可以在三个主要的公共云之间无缝运行。这与最初设计用于本地数据中心的遗留数据仓库形成了鲜明对比。粗略地说，Snowflake的产品采用的是解耦架构，允许各个组件彼此保留完全自治且无意识的复杂工作的框架。这种架构使得数据的存储和计算可以任意选择一个云平台来分开独立运行。这种“云中立”的姿态似乎最受市场肯定——尽管亚马逊、微软和谷歌这三个关键的云合作伙伴都提供类型相似的云服务。Snowflake从最初的产品一路扩展，如今可以提供统一的大数据查询、管理和服务。基本上，公司客户可以获取所有数据，无论其来源是什么，都可以通过将其全部转储到Snowflake的云计算仓储系统中来轻松处理它们。出色的管理层Snowflake于2012年由两位来自甲骨文的技术专家Benoit Dageville和Thierry Cruanes以及荷兰数据初创公司Vectorwise联合创始人Marcin Zukowski共同创立。尽管成立时间只有6年，但年轻的Snowflake却拥有过两任极富经验的卓越管理者。前首席执行官Bob Muglia在壮大公司方面能力过人，客户数量从2015年的80个大举增加到2018年初的1000个。新上任的首席执行官Frank Slootman更加清楚地知道如何吸引金融市场中的投资者。Frank Slootman以重振Data领域而闻名。在他的领导下，2003年还因资金耗尽而奄奄一息的Data Domain公司在2009年被收购之后其销售收入就超过了所有对手的收入总和。2011年至2017年期间，他担任ServiceNow的首席执行官，公司年收入实现了从7500万美元增长到15亿美元的飞跃式发展。对于许多投资者来说，管理者是决定他们是否投资的关键因素之一。上述种种，或许是Snowflake在上市前夕大幅上调IPO价格区间至100-110美元、将创造今年以来美股最大IPO纪录的底气。","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":5617,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509645009879240,"gmtCreate":1765462990185,"gmtModify":1765463353633,"author":{"id":"3489752232477361","authorId":"3489752232477361","name":"望海","avatar":"https://static.tigerbbs.com/6f01c24acb1f8fd7e5147d2897130a0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489752232477361","authorIdStr":"3489752232477361"},"themes":[],"title":"","htmlText":"都是美国庄股","listText":"都是美国庄股","text":"都是美国庄股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509645009879240","repostId":"1114253983","repostType":2,"repost":{"id":"1114253983","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1765445273,"share":"https://www.laohu8.com/m/news/1114253983?lang=zh_CN&edition=full","pubTime":"2025-12-11 17:27","market":"us","language":"zh","title":"接力Opendoor？美股“door”系妖股炒作热潮再起","url":"https://stock-news.laohu8.com/highlight/detail?id=1114253983","media":"老虎资讯综合","summary":"此前Opendoor在他的看涨背书下股价暴涨超360%，如今Nextdoor又因他的分析报告单日最高飙升49%，接连两次的“点石成金”，让他在散户心中的公信力快速累积，成为搅动美股中小盘股行情的关键力量。他在社交平台X上发文称，Nextdoor是“当前市场中最被误解的平台之一”。在盘前交易中，Nextdoor股价已上涨近30%，成交量突破3900万股，而该股票的日均成交量仅约为190万股。截至周三收盘，Nextdoor股价累计涨幅达30%。","content":"<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/NXDR\">Nextdoor Holdings</a> 盘前续涨近25%。<strong>大涨的幕后推手Eric Jackson表示， Nextdoor Holdings的AI潜力尚未得到市场认可。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fa02f090f0c025bf9d6089e3b4684b0\" title=\"\" tg-width=\"528\" tg-height=\"147\"/></p><p>从 <a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a> 到 <a href=\"https://laohu8.com/S/NXDR\">Nextdoor Holdings</a> ，今年美国市场上一批最活跃的散户投资者，仿佛精准锁定了专属的财富密钥——名字里带“门”（door）的标的。而一手助推这两只网红妖股疯涨的幕后推手，正是对冲基金EMJ Capital的创始人Eric Jackson，他也顺理成章地成为了美国散户群体新晋的“领路人”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/59a7fbb448f595a40cfa139d2c5452d9\" title=\"Nextdoor\" tg-width=\"1280\" tg-height=\"720\"/><span>Nextdoor</span></p><p>相较于传统机构的谨慎布局，Eric Jackson的投资视角更能触动散户神经。此前Opendoor在他的看涨背书下股价暴涨超360%，如今Nextdoor又因他的分析报告单日最高飙升49%，接连两次的“点石成金”，让他在散户心中的公信力快速累积，成为搅动美股中小盘股行情的关键力量。</p><p>Jackson是总部位于多伦多的对冲基金EMJ Capital的创始人，此前因推动Opendoor Technologies、Better Home & Finance Holding Co等公司获得散户资金追捧而闻名。他在社交平台X上发文称，Nextdoor是“当前市场中最被误解的平台之一”。</p><p>他特别强调，Nextdoor拥有超过1亿个经过验证的家庭用户群体，且其在人工智能驱动服务领域的潜力——例如本地潜在客户开发和“机会提醒”功能——目前仍未被充分挖掘。</p><p>在盘前交易中，Nextdoor股价已上涨近30%，成交量突破3900万股，而该股票的日均成交量仅约为190万股。Jackson过往的投资战绩也让投资者对这只股票关注度陡增：今年早些时候，在他发布看涨观点后，Opendoor的股价曾暴涨逾360%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>接力Opendoor？美股“door”系妖股炒作热潮再起</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n接力Opendoor？美股“door”系妖股炒作热潮再起\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-11 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四， <a href=\"https://laohu8.com/S/NXDR\">Nextdoor Holdings</a> 盘前续涨近25%。<strong>大涨的幕后推手Eric Jackson表示， Nextdoor Holdings的AI潜力尚未得到市场认可。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fa02f090f0c025bf9d6089e3b4684b0\" title=\"\" tg-width=\"528\" tg-height=\"147\"/></p><p>从 <a href=\"https://laohu8.com/S/OPEN\">Opendoor Technologies Inc</a> 到 <a href=\"https://laohu8.com/S/NXDR\">Nextdoor Holdings</a> ，今年美国市场上一批最活跃的散户投资者，仿佛精准锁定了专属的财富密钥——名字里带“门”（door）的标的。而一手助推这两只网红妖股疯涨的幕后推手，正是对冲基金EMJ Capital的创始人Eric Jackson，他也顺理成章地成为了美国散户群体新晋的“领路人”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/59a7fbb448f595a40cfa139d2c5452d9\" title=\"Nextdoor\" tg-width=\"1280\" tg-height=\"720\"/><span>Nextdoor</span></p><p>相较于传统机构的谨慎布局，Eric Jackson的投资视角更能触动散户神经。此前Opendoor在他的看涨背书下股价暴涨超360%，如今Nextdoor又因他的分析报告单日最高飙升49%，接连两次的“点石成金”，让他在散户心中的公信力快速累积，成为搅动美股中小盘股行情的关键力量。</p><p>Jackson是总部位于多伦多的对冲基金EMJ Capital的创始人，此前因推动Opendoor Technologies、Better Home & Finance Holding Co等公司获得散户资金追捧而闻名。他在社交平台X上发文称，Nextdoor是“当前市场中最被误解的平台之一”。</p><p>他特别强调，Nextdoor拥有超过1亿个经过验证的家庭用户群体，且其在人工智能驱动服务领域的潜力——例如本地潜在客户开发和“机会提醒”功能——目前仍未被充分挖掘。</p><p>在盘前交易中，Nextdoor股价已上涨近30%，成交量突破3900万股，而该股票的日均成交量仅约为190万股。Jackson过往的投资战绩也让投资者对这只股票关注度陡增：今年早些时候，在他发布看涨观点后，Opendoor的股价曾暴涨逾360%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/59a7fbb448f595a40cfa139d2c5452d9","relate_stocks":{"NXDR":"Nextdoor Holdings"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114253983","content_text":"周四， Nextdoor Holdings 盘前续涨近25%。大涨的幕后推手Eric Jackson表示， Nextdoor Holdings的AI潜力尚未得到市场认可。从 Opendoor Technologies Inc 到 Nextdoor Holdings ，今年美国市场上一批最活跃的散户投资者，仿佛精准锁定了专属的财富密钥——名字里带“门”（door）的标的。而一手助推这两只网红妖股疯涨的幕后推手，正是对冲基金EMJ Capital的创始人Eric Jackson，他也顺理成章地成为了美国散户群体新晋的“领路人”。Nextdoor相较于传统机构的谨慎布局，Eric Jackson的投资视角更能触动散户神经。此前Opendoor在他的看涨背书下股价暴涨超360%，如今Nextdoor又因他的分析报告单日最高飙升49%，接连两次的“点石成金”，让他在散户心中的公信力快速累积，成为搅动美股中小盘股行情的关键力量。Jackson是总部位于多伦多的对冲基金EMJ Capital的创始人，此前因推动Opendoor Technologies、Better Home & Finance Holding Co等公司获得散户资金追捧而闻名。他在社交平台X上发文称，Nextdoor是“当前市场中最被误解的平台之一”。他特别强调，Nextdoor拥有超过1亿个经过验证的家庭用户群体，且其在人工智能驱动服务领域的潜力——例如本地潜在客户开发和“机会提醒”功能——目前仍未被充分挖掘。在盘前交易中，Nextdoor股价已上涨近30%，成交量突破3900万股，而该股票的日均成交量仅约为190万股。Jackson过往的投资战绩也让投资者对这只股票关注度陡增：今年早些时候，在他发布看涨观点后，Opendoor的股价曾暴涨逾360%。","news_type":1,"symbols_score_info":{"NXDR":2}},"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576981918438040,"gmtCreate":1781888203635,"gmtModify":1781922015907,"author":{"id":"3489752232477361","authorId":"3489752232477361","name":"望海","avatar":"https://static.tigerbbs.com/6f01c24acb1f8fd7e5147d2897130a0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489752232477361","authorIdStr":"3489752232477361"},"themes":[],"title":"","htmlText":"利好开源大模型","listText":"利好开源大模型","text":"利好开源大模型","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576981918438040","repostId":"2644705443","repostType":2,"repost":{"id":"2644705443","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1781871739,"share":"https://www.laohu8.com/m/news/2644705443?lang=zh_CN&edition=full","pubTime":"2026-06-19 20:22","market":"us","language":"zh","title":"谷歌微软联手推新协议，传统科技巨头借标准战围堵Anthropic和OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2644705443","media":"华尔街见闻","summary":"谷歌、微软等传统科技巨头联合推出“代理资源发现”（ARD）新协议，旨在将自身产品打造为企业AI的统一入口，通过标准战围堵Anthropic与OpenAI。此举与后两者试图将Claude和ChatGPT打造成独立主入口的战略直接冲突，凸显了双方在企业AI生态主导权上的激烈争夺。ARD能否被广泛采纳，仍有待观察。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等传统科技巨头正联手构建一道新的技术壁垒，试图在企业AI市场阻击OpenAI与Anthropic的扩张攻势。</p>\n<p>6月18日，据The Information报道，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>等公司联合宣布支持一项名为"代理资源发现"（Agentic Resource Discovery，ARD）的新软件标准。</p>\n<p><strong>该协议旨在让企业员工通过单一应用程序访问公司所有AI工具与功能</strong>，从而将自身产品打造为企业AI使用的统一入口。值得注意的是，<strong>Anthropic与OpenAI均未出现在初始支持方名单中。</strong></p>\n<p>ARD协议的推出，进一步加剧了传统科技巨头与AI新兴势力间的生态主导权之争。</p>\n<h2>ARD协议解析：从技术沿革到“入口级平台”野心</h2>\n<p>ARD协议的核心目标，是推动微软、谷歌等传统企业级软件商，将其产品转型为统一访问各类AI能力的入口级平台。</p>\n<p>据报道，在该协议下，员工通过GitHub Copilot、Google Gemini或Salesforce CRM等应用<strong>发起AI任务时，系统可自动识别并调用所有支持ARD的AI功能与服务，无需用户手动切换工具。</strong></p>\n<p>微软在博客中表示：“ARD协助AI客户端发现各类能力，但并不取代身份验证、授权、治理或组织信任决策。”</p>\n<p>从技术沿革看，ARD与Anthropic于去年发布的模型上下文协议（MCP）存在承继关系。MCP同样旨在使AI代理访问外部应用数据，功能类似于API。微软、OpenAI及谷歌此前均已支持MCP。ARD的提出，被视为在企业AI应用深化背景下，对MCP理念的进一步拓展与延伸。</p>\n<h2>AI新贵与科技巨头的“入口之争”</h2>\n<p>针对这一新标准，Anthropic与OpenAI的态度颇具深意。两家公司均未加入ARD的初始支持阵营。据The Information分析，<strong>作为企业应用市场的挑战者，二者可能选择主动忽略该协议。</strong></p>\n<p><strong>其核心原因在于战略方向的根本性冲突</strong>：Anthropic与OpenAI力图将Claude和ChatGPT打造为员工访问所有AI工具及企业应用的主入口，而非仅作为他人生态系统中的一环。这与微软、谷歌借助ARD构建“以我为中心”的生态逻辑形成直接对立。</p>\n<p>当前，传统软件厂商与AI新兴企业均在竞相开发所谓的“超级代理”（superagent）——一种能够跨应用执行的通用AI系统。ARD能否获得广泛采用，仍存较大不确定性。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>谷歌微软联手推新协议，传统科技巨头借标准战围堵Anthropic和OpenAI</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌微软联手推新协议，传统科技巨头借标准战围堵Anthropic和OpenAI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-19 20:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等传统科技巨头正联手构建一道新的技术壁垒，试图在企业AI市场阻击OpenAI与Anthropic的扩张攻势。</p>\n<p>6月18日，据The Information报道，<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>、<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>等公司联合宣布支持一项名为"代理资源发现"（Agentic Resource Discovery，ARD）的新软件标准。</p>\n<p><strong>该协议旨在让企业员工通过单一应用程序访问公司所有AI工具与功能</strong>，从而将自身产品打造为企业AI使用的统一入口。值得注意的是，<strong>Anthropic与OpenAI均未出现在初始支持方名单中。</strong></p>\n<p>ARD协议的推出，进一步加剧了传统科技巨头与AI新兴势力间的生态主导权之争。</p>\n<h2>ARD协议解析：从技术沿革到“入口级平台”野心</h2>\n<p>ARD协议的核心目标，是推动微软、谷歌等传统企业级软件商，将其产品转型为统一访问各类AI能力的入口级平台。</p>\n<p>据报道，在该协议下，员工通过GitHub Copilot、Google Gemini或Salesforce CRM等应用<strong>发起AI任务时，系统可自动识别并调用所有支持ARD的AI功能与服务，无需用户手动切换工具。</strong></p>\n<p>微软在博客中表示：“ARD协助AI客户端发现各类能力，但并不取代身份验证、授权、治理或组织信任决策。”</p>\n<p>从技术沿革看，ARD与Anthropic于去年发布的模型上下文协议（MCP）存在承继关系。MCP同样旨在使AI代理访问外部应用数据，功能类似于API。微软、OpenAI及谷歌此前均已支持MCP。ARD的提出，被视为在企业AI应用深化背景下，对MCP理念的进一步拓展与延伸。</p>\n<h2>AI新贵与科技巨头的“入口之争”</h2>\n<p>针对这一新标准，Anthropic与OpenAI的态度颇具深意。两家公司均未加入ARD的初始支持阵营。据The Information分析，<strong>作为企业应用市场的挑战者，二者可能选择主动忽略该协议。</strong></p>\n<p><strong>其核心原因在于战略方向的根本性冲突</strong>：Anthropic与OpenAI力图将Claude和ChatGPT打造为员工访问所有AI工具及企业应用的主入口，而非仅作为他人生态系统中的一环。这与微软、谷歌借助ARD构建“以我为中心”的生态逻辑形成直接对立。</p>\n<p>当前，传统软件厂商与AI新兴企业均在竞相开发所谓的“超级代理”（superagent）——一种能够跨应用执行的通用AI系统。ARD能否获得广泛采用，仍存较大不确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a0a3399cb113e5b9eb7746f0cfaaa73","relate_stocks":{"LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) 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Gemini或Salesforce CRM等应用发起AI任务时，系统可自动识别并调用所有支持ARD的AI功能与服务，无需用户手动切换工具。\n微软在博客中表示：“ARD协助AI客户端发现各类能力，但并不取代身份验证、授权、治理或组织信任决策。”\n从技术沿革看，ARD与Anthropic于去年发布的模型上下文协议（MCP）存在承继关系。MCP同样旨在使AI代理访问外部应用数据，功能类似于API。微软、OpenAI及谷歌此前均已支持MCP。ARD的提出，被视为在企业AI应用深化背景下，对MCP理念的进一步拓展与延伸。\nAI新贵与科技巨头的“入口之争”\n针对这一新标准，Anthropic与OpenAI的态度颇具深意。两家公司均未加入ARD的初始支持阵营。据The Information分析，作为企业应用市场的挑战者，二者可能选择主动忽略该协议。\n其核心原因在于战略方向的根本性冲突：Anthropic与OpenAI力图将Claude和ChatGPT打造为员工访问所有AI工具及企业应用的主入口，而非仅作为他人生态系统中的一环。这与微软、谷歌借助ARD构建“以我为中心”的生态逻辑形成直接对立。\n当前，传统软件厂商与AI新兴企业均在竞相开发所谓的“超级代理”（superagent）——一种能够跨应用执行的通用AI系统。ARD能否获得广泛采用，仍存较大不确定性。","news_type":1,"symbols_score_info":{"GOOP":0.6,"MSFD":0.6,"GOOGL":2,"MSFL":0.6,"GGLS":0.6,"GOOY":0.6,"MSFT":1.93,"CRM":1.84,"GOOG":1.92,"MSFW":0.6,"GOOW":0.6,"SNOU":0.6,"MSFX":0.6,"GOOX":0.6,"MSFY":0.6,"MSFO":0.6,"GOU":0.6,"GGLL":0.6,"SNOY":0.6,"CRMG":0.6,"MSFU":0.6,"SNOW":1.81}},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318197927276696,"gmtCreate":1718723582620,"gmtModify":1718725740802,"author":{"id":"3489752232477361","authorId":"3489752232477361","name":"望海","avatar":"https://static.tigerbbs.com/6f01c24acb1f8fd7e5147d2897130a0a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489752232477361","authorIdStr":"3489752232477361"},"themes":[],"title":"","htmlText":"还是华尔街的观点","listText":"还是华尔街的观点","text":"还是华尔街的观点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318197927276696","isVote":1,"tweetType":1,"viewCount":2582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
