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量化期货交易
01-07
这篇文章不错,转发给大家看看
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量化期货交易
2025-06-12
看好RGTI
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量化期货交易
2025-02-13
这篇文章不错,转发给大家看看
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量化期货交易
2025-02-13
这篇文章不错,转发给大家看看
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量化期货交易
2024-12-09
这篇文章不错,转发给大家看看
@美股研报站:[ 美股研报站 ]Adobe深度分析报告:人工智能赋能,创意软件巨头迎来新机遇
量化期货交易
2024-07-09
这篇文章不错,转发给大家看看
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量化期货交易
2024-06-24
这篇文章不错,转发给大家看看
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量化期货交易
2024-01-06
这篇文章不错,转发给大家看看
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量化期货交易
2023-12-13
美联储降息预期
查看详情:
美联储降息预期
美联储降息预期加速升温,对市场有何影响? 此帖仅开放于中国大陆用户
美联储降息预期
量化期货交易
2023-11-15
最近的行情太给力了
量化期货交易
2023-11-03
终于上线这个盈亏日历功能了
量化期货交易
2023-07-01
量化期货交易
2022-11-02
这篇文章不错,转发给大家看看
@期权小班长:对于FOMC,周四的唯一分歧在于低开低走还是低开高走
量化期货交易
2022-05-05
投资体系很重要
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量化期货交易
2022-04-11
不错
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量化期货交易
2022-03-17
不错
@从九千到九千万:期权教学:期权交易中如何设置止损
量化期货交易
2022-01-15
这篇文章不错,转发给大家看看
@猛虎财经:2022 年美股重点关注的十大成长股(上)
量化期货交易
2021-08-03
这篇文章不错,转发给大家看看
@多头队长:大家周末愉快,下面更新我最新持仓,由于最近事情较多,我是个江苏人,所以大家应该也知道,最近的疫情情况,所以这周才有时间更新一下,这周我没有操作,最新持仓的微软是上周再伯克希尔上涨小盈利之后调仓过来的,因为我真的很喜欢美股大科技。第一持仓微软
$微软(MSFT)$
财报十分给力没什么好说的,占了我最大仓位。第二持仓
$特斯拉(TSLA)$
特斯拉上一贴上上周我宣布进入特斯拉,因为我看好下半年特斯拉,因为modelY降价,因为太阳能储能充电站,因为自动驾驶订阅等等,经过2周震荡终于盈利了,站上120天线。下面不出意外应该会有一波行情,我只管拿,其它的交给马斯克。老虎证券依然没有加仓,依然不加仓
$老虎证券(TIGR)$
中概如果预料很弱,振幅很大,风险很大,所以仓位很低没什么担心的,放着就好。最后
$Faraday Future(FFIE)$
仓位最少,我觉得ff91量产成功的概率很大,当时大家都说上市不了,我分析上市问题不大,因为space还是很容易的。而现在空头再唱空说是骗钱ppt,我觉得这纯属扯淡,现在公司已经不属于老贾,而且现在的团队实力很强,不要把外国人的思想与一些讲故事的企业相提并论,实车都造出来了,有必要花那么多资金砸进去为了圈钱吗,我觉得低仓位很安全,即使可能看着k线还要下跌,跌到哪谁也不知道,即使5刀也好,我仓位很低也无所谓。好了这周一次没有操作,因为我觉得我现在的钱少,而我的持仓没什么好调整的了。最近为了打发时间买了个ps4pro打打游戏,因为显卡实在太贵了还
量化期货交易
2021-08-03
这篇文章不错,转发给大家看看
@胖虎哒哒:Duolingo上市大涨36%,在线语言教育为何崛起?
量化期货交易
2021-02-05
这篇文章不错,转发给大家看看
@漫投资:近期值得投资的Ark股票Top5
去老虎APP查看更多动态
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美股研报站 ]Adobe深度分析报告:人工智能赋能,创意软件巨头迎来新机遇","htmlText":"欢迎来到「美股研报站」,今天我们带来的是对全球创意软件领军企业Adobe(ADBE)的深度分析。本文将从业绩表现、人工智能创新、估值分析和未来展望等方面全面解析Adobe的投资价值,并提供专业的估值目标价计算。 一、业绩表现:稳健增长支撑长期潜力 2024年第三季度亮眼表现 Adobe在2024年第三季度继续展现出强劲的增长动力,核心财务数据表现如下: · 营收:实现54亿美元,同比增长11%,略高于市场预期。 · 非GAAP每股收益(EPS):达到4.65美元,高于预期的4.54美元。 · 经营现金流:达20.2亿美元,彰显强大的盈利能力。 · 数字媒体年度经常性收入(ARR):新增5.04亿美元,表现强劲。 虽然管理层对第四季度收入的指引偏保守(预期55亿美元至55.5亿美元,低于市场预期的56亿美元),但其人工智能产品Firefly的稳步推进和核心业务增长支撑了公司长期的增长前景。 长期增长展望 根据华尔街分析师的预测,Adobe未来3-5年的收入和每股收益(EPS)将保持10%-15%的复合年均增长率。同时,2024年至2026年的盈利增速预计为12%-15%,体现出Adobe持续稳健的增长潜力。 二、人工智能创新:Firefly赋能核心业务 Firefly推动创意与效率革新 Adobe在人工智能领域的创新走在行业前列。其生成式人工智能平台Firefly已经被集成到Photoshop、Illustrator等核心产品中,为创意工作者提供了强大的文本生成图像和无缝编辑工具。截至第三季度,Firefly驱动的AI工具已生成超过120亿个作品,这一数据凸显了其技术的市场认可度。 文档业务增长 Adobe的Document Cloud业务同比增长18%,其中Acrobat Web的月活跃用户同比增长35%。管理层表示,","listText":"欢迎来到「美股研报站」,今天我们带来的是对全球创意软件领军企业Adobe(ADBE)的深度分析。本文将从业绩表现、人工智能创新、估值分析和未来展望等方面全面解析Adobe的投资价值,并提供专业的估值目标价计算。 一、业绩表现:稳健增长支撑长期潜力 2024年第三季度亮眼表现 Adobe在2024年第三季度继续展现出强劲的增长动力,核心财务数据表现如下: · 营收:实现54亿美元,同比增长11%,略高于市场预期。 · 非GAAP每股收益(EPS):达到4.65美元,高于预期的4.54美元。 · 经营现金流:达20.2亿美元,彰显强大的盈利能力。 · 数字媒体年度经常性收入(ARR):新增5.04亿美元,表现强劲。 虽然管理层对第四季度收入的指引偏保守(预期55亿美元至55.5亿美元,低于市场预期的56亿美元),但其人工智能产品Firefly的稳步推进和核心业务增长支撑了公司长期的增长前景。 长期增长展望 根据华尔街分析师的预测,Adobe未来3-5年的收入和每股收益(EPS)将保持10%-15%的复合年均增长率。同时,2024年至2026年的盈利增速预计为12%-15%,体现出Adobe持续稳健的增长潜力。 二、人工智能创新:Firefly赋能核心业务 Firefly推动创意与效率革新 Adobe在人工智能领域的创新走在行业前列。其生成式人工智能平台Firefly已经被集成到Photoshop、Illustrator等核心产品中,为创意工作者提供了强大的文本生成图像和无缝编辑工具。截至第三季度,Firefly驱动的AI工具已生成超过120亿个作品,这一数据凸显了其技术的市场认可度。 文档业务增长 Adobe的Document Cloud业务同比增长18%,其中Acrobat Web的月活跃用户同比增长35%。管理层表示,","text":"欢迎来到「美股研报站」,今天我们带来的是对全球创意软件领军企业Adobe(ADBE)的深度分析。本文将从业绩表现、人工智能创新、估值分析和未来展望等方面全面解析Adobe的投资价值,并提供专业的估值目标价计算。 一、业绩表现:稳健增长支撑长期潜力 2024年第三季度亮眼表现 Adobe在2024年第三季度继续展现出强劲的增长动力,核心财务数据表现如下: · 营收:实现54亿美元,同比增长11%,略高于市场预期。 · 非GAAP每股收益(EPS):达到4.65美元,高于预期的4.54美元。 · 经营现金流:达20.2亿美元,彰显强大的盈利能力。 · 数字媒体年度经常性收入(ARR):新增5.04亿美元,表现强劲。 虽然管理层对第四季度收入的指引偏保守(预期55亿美元至55.5亿美元,低于市场预期的56亿美元),但其人工智能产品Firefly的稳步推进和核心业务增长支撑了公司长期的增长前景。 长期增长展望 根据华尔街分析师的预测,Adobe未来3-5年的收入和每股收益(EPS)将保持10%-15%的复合年均增长率。同时,2024年至2026年的盈利增速预计为12%-15%,体现出Adobe持续稳健的增长潜力。 二、人工智能创新:Firefly赋能核心业务 Firefly推动创意与效率革新 Adobe在人工智能领域的创新走在行业前列。其生成式人工智能平台Firefly已经被集成到Photoshop、Illustrator等核心产品中,为创意工作者提供了强大的文本生成图像和无缝编辑工具。截至第三季度,Firefly驱动的AI工具已生成超过120亿个作品,这一数据凸显了其技术的市场认可度。 文档业务增长 Adobe的Document Cloud业务同比增长18%,其中Acrobat 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<a href=\"https://www.itigerup.com/marketing/ratecuts?actionID=47d5e01cb639a4cb71e14b32d7a133a3&skin=2&os=iOS&account_id=116209&utm_medium=tiger_community&platform=iOS&shareID=caa87a056da6297540a117c8881cc6b7&invite=7YWC4&lang=zh_CN\">美联储降息预期</a> 美联储降息预期加速升温,对市场有何影响? 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.itigerup.com/marketing/ratecuts?actionID=47d5e01cb639a4cb71e14b32d7a133a3&skin=2&os=iOS&account_id=116209&utm_medium=tiger_community&platform=iOS&shareID=caa87a056da6297540a117c8881cc6b7&invite=7YWC4&lang=zh_CN\">美联储降息预期</a> 美联储降息预期加速升温,对市场有何影响? 此帖仅开放于中国大陆用户","text":"查看详情: 美联储降息预期 美联储降息预期加速升温,对市场有何影响? 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href=\"https://laohu8.com/TW/665295996\" target=\"_blank\">摩根大通团队整理了一份对应指标</a>: 加息50基点并召开鸽派发布会:标普500将上涨10%至12%。 加息50基点并召开鹰派发布会:标普500将上涨4%至5% 加息75基点并召开鸽派发布会:美联储对12月的会议给出了明确的指导,标普500上涨2.5%至3%。 加息75基点并召开鹰派发布会:“鲍威尔将保留12月和2023年会议的加息选择权,同时强调当前通胀走高的风险”,标普500下跌1%至上涨0.5%。 加息100基点并召开鸽派发布会:意味着美联储既希望提高最终利率,又希望在今年完成紧缩周期。美联储事先知道下周的CPI数据。标普500将下跌4%至5%。 加息100基点并召开鹰派发布会:美联储在重新评估自己的通胀预测标普500将下跌6% - 8%。 这6个指向就把本次会议的结果说的很明确了,目前来看市场倾向于3或者4,也就是加息75基点,但在是否给出指引上分歧很大。主流媒体普遍乐观更倾向于3,也就是加息75基点并给出12月指引。但经过上次的会议,或者说如果你看过鲍威尔的新闻发布会就知道这老头更擅长打太极。上次有记者问他对下次加息的预期是什么,他的回答是:meeting by meeting,然后根据实际经济数据做判断。绝口不提一点预期。所以本次会后出现12月的预期,99%的可能是媒体把CBOE的加息","listText":"可能和普遍媒体推测的重点不同,周三的FOMC重点不在于12月加50bps还是75bps,因为鲍威尔很大概率会回避12月应该加多少这个问题。每次美联储开会最大的问题就是判断鹰派鸽派,而每次会议的重点也不一样,所以很多时候鹰派还是鸽派大家都是通过市场行情来判断的。上次FOMC我看有人整理出了会议要点对应大盘波动幅度,这次没有流传特别广的版本,目前只有<a href=\"https://laohu8.com/TW/665295996\" target=\"_blank\">摩根大通团队整理了一份对应指标</a>: 加息50基点并召开鸽派发布会:标普500将上涨10%至12%。 加息50基点并召开鹰派发布会:标普500将上涨4%至5% 加息75基点并召开鸽派发布会:美联储对12月的会议给出了明确的指导,标普500上涨2.5%至3%。 加息75基点并召开鹰派发布会:“鲍威尔将保留12月和2023年会议的加息选择权,同时强调当前通胀走高的风险”,标普500下跌1%至上涨0.5%。 加息100基点并召开鸽派发布会:意味着美联储既希望提高最终利率,又希望在今年完成紧缩周期。美联储事先知道下周的CPI数据。标普500将下跌4%至5%。 加息100基点并召开鹰派发布会:美联储在重新评估自己的通胀预测标普500将下跌6% - 8%。 这6个指向就把本次会议的结果说的很明确了,目前来看市场倾向于3或者4,也就是加息75基点,但在是否给出指引上分歧很大。主流媒体普遍乐观更倾向于3,也就是加息75基点并给出12月指引。但经过上次的会议,或者说如果你看过鲍威尔的新闻发布会就知道这老头更擅长打太极。上次有记者问他对下次加息的预期是什么,他的回答是:meeting by meeting,然后根据实际经济数据做判断。绝口不提一点预期。所以本次会后出现12月的预期,99%的可能是媒体把CBOE的加息","text":"可能和普遍媒体推测的重点不同,周三的FOMC重点不在于12月加50bps还是75bps,因为鲍威尔很大概率会回避12月应该加多少这个问题。每次美联储开会最大的问题就是判断鹰派鸽派,而每次会议的重点也不一样,所以很多时候鹰派还是鸽派大家都是通过市场行情来判断的。上次FOMC我看有人整理出了会议要点对应大盘波动幅度,这次没有流传特别广的版本,目前只有摩根大通团队整理了一份对应指标: 加息50基点并召开鸽派发布会:标普500将上涨10%至12%。 加息50基点并召开鹰派发布会:标普500将上涨4%至5% 加息75基点并召开鸽派发布会:美联储对12月的会议给出了明确的指导,标普500上涨2.5%至3%。 加息75基点并召开鹰派发布会:“鲍威尔将保留12月和2023年会议的加息选择权,同时强调当前通胀走高的风险”,标普500下跌1%至上涨0.5%。 加息100基点并召开鸽派发布会:意味着美联储既希望提高最终利率,又希望在今年完成紧缩周期。美联储事先知道下周的CPI数据。标普500将下跌4%至5%。 加息100基点并召开鹰派发布会:美联储在重新评估自己的通胀预测标普500将下跌6% - 8%。 这6个指向就把本次会议的结果说的很明确了,目前来看市场倾向于3或者4,也就是加息75基点,但在是否给出指引上分歧很大。主流媒体普遍乐观更倾向于3,也就是加息75基点并给出12月指引。但经过上次的会议,或者说如果你看过鲍威尔的新闻发布会就知道这老头更擅长打太极。上次有记者问他对下次加息的预期是什么,他的回答是:meeting by meeting,然后根据实际经济数据做判断。绝口不提一点预期。所以本次会后出现12月的预期,99%的可能是媒体把CBOE的加息","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665284700","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616668924,"gmtCreate":1651739378293,"gmtModify":1651739378293,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"投资体系很重要","listText":"投资体系很重要","text":"投资体系很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616668924","repostId":"1177551860","repostType":4,"isVote":1,"tweetType":1,"viewCount":3347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613053622,"gmtCreate":1649635421369,"gmtModify":1649635421369,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613053622","repostId":"1149217240","repostType":2,"isVote":1,"tweetType":1,"viewCount":2967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634654559,"gmtCreate":1647490105984,"gmtModify":1647490105984,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634654559","repostId":"632865399","repostType":1,"repost":{"id":632865399,"gmtCreate":1646358253277,"gmtModify":1757580937905,"author":{"id":"3476843710285521","authorId":"3476843710285521","name":"从九千到九千万","avatar":"https://static.tigerbbs.com/838c12f10c207f6cada72f676049e09c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3476843710285521","idStr":"3476843710285521"},"themes":[],"title":"期权教学:期权交易中如何设置止损","htmlText":"Hello大家好,这里是九千君,很多时候,在期权交易中,止损是一个技术活,有些trader鼓吹一点都不止损,以便于应对更大的波动,但对于咱们普通交易者来说,我认为,一定程度上的止损有助于提升我们的交易胜率。今天我们就讲3种我常用的期权交易中,止损的方式方法,希望大家喜欢。 如果您在美股2022年的震荡行情中不知所措,欢迎您加入“从九千到九千万美股交易社区”我们提供专业的高胜率交易策略,实时的交易喊单,每日分析师和机构对股票的评级更新 ,股票K线图表分析等,和最全面的美股个股分析预测,关注网站:9KTO90M.com获取更多信息。 方法一:设置百分比止损 基本上来说,在进行期权交易时根据个人的风险偏好(大概是可以轻松承担的风险水平)对期权价格本身设置止损,而无需过多考虑股票的走势。 例子:我在15块买了本周AMZN 3000的call,并决定只承受30%的风险,然后我会设置一个限价的10.5的限价止损单,只接受450美金的损失。如果期权跌到10.5,它将自动卖出平仓。 当然,这种止损的方式,大多数被我用于跟ROLLUP和lotto单,当我不想失去更多利润时。 方法二:善用OPTION GREEKS(风险值)和支撑阻力位 短期日内交易:比如我们OPTION-1的一些交易,今天的QQQ call(lotto)举例子,11点26分(EST)买进QQQ的345C,价格为2.57。 我们在红**域进场,图中指标为VWAP线,我个人会设置的支撑位大概在342.7左右,止损位要留出一点空间,大概在342附近,结合它的Dealta大概是0.338,进场位置QQQ在343附近,也就是说QQQ涨跌1块钱,期权大概会涨跌0.338,这样我们就能大概预估出自己在该lotto(高风险末日)单上的盈亏范围在多少,到了下午跌出范围之后,就没有必要继续持有过夜了。 方法三:使用ATR,做","listText":"Hello大家好,这里是九千君,很多时候,在期权交易中,止损是一个技术活,有些trader鼓吹一点都不止损,以便于应对更大的波动,但对于咱们普通交易者来说,我认为,一定程度上的止损有助于提升我们的交易胜率。今天我们就讲3种我常用的期权交易中,止损的方式方法,希望大家喜欢。 如果您在美股2022年的震荡行情中不知所措,欢迎您加入“从九千到九千万美股交易社区”我们提供专业的高胜率交易策略,实时的交易喊单,每日分析师和机构对股票的评级更新 ,股票K线图表分析等,和最全面的美股个股分析预测,关注网站:9KTO90M.com获取更多信息。 方法一:设置百分比止损 基本上来说,在进行期权交易时根据个人的风险偏好(大概是可以轻松承担的风险水平)对期权价格本身设置止损,而无需过多考虑股票的走势。 例子:我在15块买了本周AMZN 3000的call,并决定只承受30%的风险,然后我会设置一个限价的10.5的限价止损单,只接受450美金的损失。如果期权跌到10.5,它将自动卖出平仓。 当然,这种止损的方式,大多数被我用于跟ROLLUP和lotto单,当我不想失去更多利润时。 方法二:善用OPTION GREEKS(风险值)和支撑阻力位 短期日内交易:比如我们OPTION-1的一些交易,今天的QQQ call(lotto)举例子,11点26分(EST)买进QQQ的345C,价格为2.57。 我们在红**域进场,图中指标为VWAP线,我个人会设置的支撑位大概在342.7左右,止损位要留出一点空间,大概在342附近,结合它的Dealta大概是0.338,进场位置QQQ在343附近,也就是说QQQ涨跌1块钱,期权大概会涨跌0.338,这样我们就能大概预估出自己在该lotto(高风险末日)单上的盈亏范围在多少,到了下午跌出范围之后,就没有必要继续持有过夜了。 方法三:使用ATR,做","text":"Hello大家好,这里是九千君,很多时候,在期权交易中,止损是一个技术活,有些trader鼓吹一点都不止损,以便于应对更大的波动,但对于咱们普通交易者来说,我认为,一定程度上的止损有助于提升我们的交易胜率。今天我们就讲3种我常用的期权交易中,止损的方式方法,希望大家喜欢。 如果您在美股2022年的震荡行情中不知所措,欢迎您加入“从九千到九千万美股交易社区”我们提供专业的高胜率交易策略,实时的交易喊单,每日分析师和机构对股票的评级更新 ,股票K线图表分析等,和最全面的美股个股分析预测,关注网站:9KTO90M.com获取更多信息。 方法一:设置百分比止损 基本上来说,在进行期权交易时根据个人的风险偏好(大概是可以轻松承担的风险水平)对期权价格本身设置止损,而无需过多考虑股票的走势。 例子:我在15块买了本周AMZN 3000的call,并决定只承受30%的风险,然后我会设置一个限价的10.5的限价止损单,只接受450美金的损失。如果期权跌到10.5,它将自动卖出平仓。 当然,这种止损的方式,大多数被我用于跟ROLLUP和lotto单,当我不想失去更多利润时。 方法二:善用OPTION GREEKS(风险值)和支撑阻力位 短期日内交易:比如我们OPTION-1的一些交易,今天的QQQ call(lotto)举例子,11点26分(EST)买进QQQ的345C,价格为2.57。 我们在红**域进场,图中指标为VWAP线,我个人会设置的支撑位大概在342.7左右,止损位要留出一点空间,大概在342附近,结合它的Dealta大概是0.338,进场位置QQQ在343附近,也就是说QQQ涨跌1块钱,期权大概会涨跌0.338,这样我们就能大概预估出自己在该lotto(高风险末日)单上的盈亏范围在多少,到了下午跌出范围之后,就没有必要继续持有过夜了。 方法三:使用ATR,做","images":[{"img":"https://static.tigerbbs.com/782c2a987dc361cf9b4bd56d5efacdc5","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ade98cbdf46b1243670e12b457a2c5d5","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ac7aff3dbc63b663357509cdb98eb3b4","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632865399","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697902242,"gmtCreate":1642194250582,"gmtModify":1642194250582,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697902242","repostId":"697099731","repostType":1,"repost":{"id":697099731,"gmtCreate":1642148546765,"gmtModify":1642643149317,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"猛虎财经","avatar":"https://static.tigerbbs.com/5f4cecdb84af1583ad2d12f02487a5e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3480981608385315","idStr":"3480981608385315"},"themes":[],"title":"2022 年美股重点关注的十大成长股(上)","htmlText":"摘要:2021年已经过去了,回顾过去的一年,成长股惨不忍睹,一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年,如果你跑赢了大盘,那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高,和成长股相比目前巨头的估值依然不高,2022年拥抱科技巨头不失为一个好的策略,大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年,美股仍将面临疫情反复以及过快加息两大主要风险,在风险面前,成长股面临承压,但是一旦市场行情恢复,成长股终将价值回归。下面我列出2022年我看好的十大成长股,排名不分先后。由于本文篇幅过大,我将分为上中下,依次介绍。怎么选择成长股?著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理,这点容易被市场忽略;他认为最佳买入点应该是在 “盈余即将大幅度改善,但盈余增加的展望还没有推升该公司的股票价格时;由于市场的原因导致的股价大幅下跌,也是买进优质股的好时机。shopifyShopify是全球领先的电商SaaS服务公司,服务商家GMV总规模北美仅次于亚马逊。作为一站式SaaS模式的电商服务平台,Shopify为电商商家提供搭建网店的技术和模板,管理全渠道的营销、售卖、支付、物流等服务。目前,Shopify服务商家总GMV规模已经超越eBay、Walmart等老牌电商头部公司,成为仅次于Amazon的北美电商。2021年三季度财报回顾财报显示,Shopify三季度营收为11.24亿美元,上年同期为7.67亿美元,同比增长46.5%;净利润11.48亿美元,上年同期为1.91亿美元,同比增长501%。基本每股收益为9.18美元,上年同期为1.59美元;Shopify有两个部门: 订阅解决方案(毛利率80%,约占总 收入的 30%)和商家解决方案(毛利率为40%,约占","listText":"摘要:2021年已经过去了,回顾过去的一年,成长股惨不忍睹,一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年,如果你跑赢了大盘,那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高,和成长股相比目前巨头的估值依然不高,2022年拥抱科技巨头不失为一个好的策略,大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年,美股仍将面临疫情反复以及过快加息两大主要风险,在风险面前,成长股面临承压,但是一旦市场行情恢复,成长股终将价值回归。下面我列出2022年我看好的十大成长股,排名不分先后。由于本文篇幅过大,我将分为上中下,依次介绍。怎么选择成长股?著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理,这点容易被市场忽略;他认为最佳买入点应该是在 “盈余即将大幅度改善,但盈余增加的展望还没有推升该公司的股票价格时;由于市场的原因导致的股价大幅下跌,也是买进优质股的好时机。shopifyShopify是全球领先的电商SaaS服务公司,服务商家GMV总规模北美仅次于亚马逊。作为一站式SaaS模式的电商服务平台,Shopify为电商商家提供搭建网店的技术和模板,管理全渠道的营销、售卖、支付、物流等服务。目前,Shopify服务商家总GMV规模已经超越eBay、Walmart等老牌电商头部公司,成为仅次于Amazon的北美电商。2021年三季度财报回顾财报显示,Shopify三季度营收为11.24亿美元,上年同期为7.67亿美元,同比增长46.5%;净利润11.48亿美元,上年同期为1.91亿美元,同比增长501%。基本每股收益为9.18美元,上年同期为1.59美元;Shopify有两个部门: 订阅解决方案(毛利率80%,约占总 收入的 30%)和商家解决方案(毛利率为40%,约占","text":"摘要:2021年已经过去了,回顾过去的一年,成长股惨不忍睹,一些成长股跌出了黄金坑。2021 年不得不说是投资很艰难的一年,如果你跑赢了大盘,那么恭喜你你跑赢了大部分投资者。但苹果、微软、英伟达、谷歌几大科技巨头却屡创新高,和成长股相比目前巨头的估值依然不高,2022年拥抱科技巨头不失为一个好的策略,大家可以关注我之前的文章《2022 年重点关注的十只成长股》。展望2022年,美股仍将面临疫情反复以及过快加息两大主要风险,在风险面前,成长股面临承压,但是一旦市场行情恢复,成长股终将价值回归。下面我列出2022年我看好的十大成长股,排名不分先后。由于本文篇幅过大,我将分为上中下,依次介绍。怎么选择成长股?著名大师费雪在《怎样选择成长股》这本书对于买入股票给出了最直接的三个 “标准”。他非常强调公司的管理,这点容易被市场忽略;他认为最佳买入点应该是在 “盈余即将大幅度改善,但盈余增加的展望还没有推升该公司的股票价格时;由于市场的原因导致的股价大幅下跌,也是买进优质股的好时机。shopifyShopify是全球领先的电商SaaS服务公司,服务商家GMV总规模北美仅次于亚马逊。作为一站式SaaS模式的电商服务平台,Shopify为电商商家提供搭建网店的技术和模板,管理全渠道的营销、售卖、支付、物流等服务。目前,Shopify服务商家总GMV规模已经超越eBay、Walmart等老牌电商头部公司,成为仅次于Amazon的北美电商。2021年三季度财报回顾财报显示,Shopify三季度营收为11.24亿美元,上年同期为7.67亿美元,同比增长46.5%;净利润11.48亿美元,上年同期为1.91亿美元,同比增长501%。基本每股收益为9.18美元,上年同期为1.59美元;Shopify有两个部门: 订阅解决方案(毛利率80%,约占总 收入的 30%)和商家解决方案(毛利率为40%,约占","images":[{"img":"https://static.tigerbbs.com/0ba741247582a01c893f2e0b93406562","width":"632","height":"356"},{"img":"https://static.tigerbbs.com/51d9d56c0ce95d6a500be56d78919f5e","width":"632","height":"306"},{"img":"https://static.tigerbbs.com/23e2a684fb1b814fa9cc0f4ebe2ad8f2","width":"632","height":"421"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697099731","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804341764,"gmtCreate":1627940777858,"gmtModify":1627940777858,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804341764","repostId":"802803625","repostType":1,"repost":{"id":802803625,"gmtCreate":1627743360767,"gmtModify":1627788094631,"author":{"id":"3546661330578669","authorId":"3546661330578669","name":"多头队长","avatar":"https://static.tigerbbs.com/5b3bdd7aead1b29b666c9a48d0d070c4","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546661330578669","idStr":"3546661330578669"},"themes":[],"title":"","htmlText":"大家周末愉快,下面更新我最新持仓,由于最近事情较多,我是个江苏人,所以大家应该也知道,最近的疫情情况,所以这周才有时间更新一下,这周我没有操作,最新持仓的微软是上周再伯克希尔上涨小盈利之后调仓过来的,因为我真的很喜欢美股大科技。第一持仓微软<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>财报十分给力没什么好说的,占了我最大仓位。第二持仓<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉上一贴上上周我宣布进入特斯拉,因为我看好下半年特斯拉,因为modelY降价,因为太阳能储能充电站,因为自动驾驶订阅等等,经过2周震荡终于盈利了,站上120天线。下面不出意外应该会有一波行情,我只管拿,其它的交给马斯克。老虎证券依然没有加仓,依然不加仓<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>中概如果预料很弱,振幅很大,风险很大,所以仓位很低没什么担心的,放着就好。最后<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>仓位最少,我觉得ff91量产成功的概率很大,当时大家都说上市不了,我分析上市问题不大,因为space还是很容易的。而现在空头再唱空说是骗钱ppt,我觉得这纯属扯淡,现在公司已经不属于老贾,而且现在的团队实力很强,不要把外国人的思想与一些讲故事的企业相提并论,实车都造出来了,有必要花那么多资金砸进去为了圈钱吗,我觉得低仓位很安全,即使可能看着k线还要下跌,跌到哪谁也不知道,即使5刀也好,我仓位很低也无所谓。好了这周一次没有操作,因为我觉得我现在的钱少,而我的持仓没什么好调整的了。最近为了打发时间买了个ps4pro打打游戏,因为显卡实在太贵了还","listText":"大家周末愉快,下面更新我最新持仓,由于最近事情较多,我是个江苏人,所以大家应该也知道,最近的疫情情况,所以这周才有时间更新一下,这周我没有操作,最新持仓的微软是上周再伯克希尔上涨小盈利之后调仓过来的,因为我真的很喜欢美股大科技。第一持仓微软<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>财报十分给力没什么好说的,占了我最大仓位。第二持仓<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉上一贴上上周我宣布进入特斯拉,因为我看好下半年特斯拉,因为modelY降价,因为太阳能储能充电站,因为自动驾驶订阅等等,经过2周震荡终于盈利了,站上120天线。下面不出意外应该会有一波行情,我只管拿,其它的交给马斯克。老虎证券依然没有加仓,依然不加仓<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>中概如果预料很弱,振幅很大,风险很大,所以仓位很低没什么担心的,放着就好。最后<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>仓位最少,我觉得ff91量产成功的概率很大,当时大家都说上市不了,我分析上市问题不大,因为space还是很容易的。而现在空头再唱空说是骗钱ppt,我觉得这纯属扯淡,现在公司已经不属于老贾,而且现在的团队实力很强,不要把外国人的思想与一些讲故事的企业相提并论,实车都造出来了,有必要花那么多资金砸进去为了圈钱吗,我觉得低仓位很安全,即使可能看着k线还要下跌,跌到哪谁也不知道,即使5刀也好,我仓位很低也无所谓。好了这周一次没有操作,因为我觉得我现在的钱少,而我的持仓没什么好调整的了。最近为了打发时间买了个ps4pro打打游戏,因为显卡实在太贵了还","text":"大家周末愉快,下面更新我最新持仓,由于最近事情较多,我是个江苏人,所以大家应该也知道,最近的疫情情况,所以这周才有时间更新一下,这周我没有操作,最新持仓的微软是上周再伯克希尔上涨小盈利之后调仓过来的,因为我真的很喜欢美股大科技。第一持仓微软$微软(MSFT)$财报十分给力没什么好说的,占了我最大仓位。第二持仓$特斯拉(TSLA)$特斯拉上一贴上上周我宣布进入特斯拉,因为我看好下半年特斯拉,因为modelY降价,因为太阳能储能充电站,因为自动驾驶订阅等等,经过2周震荡终于盈利了,站上120天线。下面不出意外应该会有一波行情,我只管拿,其它的交给马斯克。老虎证券依然没有加仓,依然不加仓$老虎证券(TIGR)$中概如果预料很弱,振幅很大,风险很大,所以仓位很低没什么担心的,放着就好。最后$Faraday Future(FFIE)$仓位最少,我觉得ff91量产成功的概率很大,当时大家都说上市不了,我分析上市问题不大,因为space还是很容易的。而现在空头再唱空说是骗钱ppt,我觉得这纯属扯淡,现在公司已经不属于老贾,而且现在的团队实力很强,不要把外国人的思想与一些讲故事的企业相提并论,实车都造出来了,有必要花那么多资金砸进去为了圈钱吗,我觉得低仓位很安全,即使可能看着k线还要下跌,跌到哪谁也不知道,即使5刀也好,我仓位很低也无所谓。好了这周一次没有操作,因为我觉得我现在的钱少,而我的持仓没什么好调整的了。最近为了打发时间买了个ps4pro打打游戏,因为显卡实在太贵了还","images":[{"img":"https://static.tigerbbs.com/6b745f7a1726689091ed15d687c2d2b1","width":"1080","height":"2280"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802803625","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804341474,"gmtCreate":1627940761898,"gmtModify":1627940761898,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804341474","repostId":"808034240","repostType":1,"repost":{"id":808034240,"gmtCreate":1627542473877,"gmtModify":1744960715318,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510558082622800","idStr":"3510558082622800"},"themes":[],"title":"Duolingo上市大涨36%,在线语言教育为何崛起?","htmlText":"语言学习公司Duolingo周三在纳斯达克上市首日收盘上涨 36%,股票代码为<a target=\"_blank\" href=\"https://laohu8.com/S/DUOL\">$Duolingo, Inc.(DUOL)$</a> 。股价收于 139.01 美元,使公司市值接近 50 亿美元。 Kleiner Perkins、Union Square Ventures 和Alphabet的独立增长基金 CapitalG 是 Duolingo 最大的风险投资投资者,准备从此次发行中获得可观的收益。高盛、艾伦公司、Evercore ISI 和巴克莱是主要承销商。 该公司周二以每股 102 美元的价格发行 370 万股股票,高于其最初的 85 美元至 95 美元的目标区间。根据 PitchBook 的数据,它以 37 亿美元的隐含估值筹集了 5.21 亿美元,高于去年约 24 亿美元的私人市场估值。Duolingo:5亿次下载,4000万月活 这家总部位于匹兹堡的公司在其 IPO 招股说明书中披露,去年的年化收入增长了 129%,达到 1.617 亿美元。文件显示,该公司截至 3 月 31 日的季度收入为 5540 万美元,比去年增长 97%,而净亏损扩大了六倍多,达到 1350 万美元。 Duolingo 提供 95 门课程,涵盖 40 种不同的语言——从世界上最常用的语言(如西班牙语、法语和意大利语)到濒危语言(如夏威夷语、纳瓦霍语和苏格兰盖尔语)。 许多人不知道的是,世界上最受欢迎的教育应用程序最初是联合创始人 Severin Hacker 和 Luis von Ahn 的一个计算机科学项目,在尝试同时翻译整个互联网的同时教人们外语。Von Ahn 是 CAPTCHA 和 ReCAPTCHA 发明背后的开发者之一,它们用于区分人类和机器。 “我们是世界上最流行","listText":"语言学习公司Duolingo周三在纳斯达克上市首日收盘上涨 36%,股票代码为<a target=\"_blank\" href=\"https://laohu8.com/S/DUOL\">$Duolingo, Inc.(DUOL)$</a> 。股价收于 139.01 美元,使公司市值接近 50 亿美元。 Kleiner Perkins、Union Square Ventures 和Alphabet的独立增长基金 CapitalG 是 Duolingo 最大的风险投资投资者,准备从此次发行中获得可观的收益。高盛、艾伦公司、Evercore ISI 和巴克莱是主要承销商。 该公司周二以每股 102 美元的价格发行 370 万股股票,高于其最初的 85 美元至 95 美元的目标区间。根据 PitchBook 的数据,它以 37 亿美元的隐含估值筹集了 5.21 亿美元,高于去年约 24 亿美元的私人市场估值。Duolingo:5亿次下载,4000万月活 这家总部位于匹兹堡的公司在其 IPO 招股说明书中披露,去年的年化收入增长了 129%,达到 1.617 亿美元。文件显示,该公司截至 3 月 31 日的季度收入为 5540 万美元,比去年增长 97%,而净亏损扩大了六倍多,达到 1350 万美元。 Duolingo 提供 95 门课程,涵盖 40 种不同的语言——从世界上最常用的语言(如西班牙语、法语和意大利语)到濒危语言(如夏威夷语、纳瓦霍语和苏格兰盖尔语)。 许多人不知道的是,世界上最受欢迎的教育应用程序最初是联合创始人 Severin Hacker 和 Luis von Ahn 的一个计算机科学项目,在尝试同时翻译整个互联网的同时教人们外语。Von Ahn 是 CAPTCHA 和 ReCAPTCHA 发明背后的开发者之一,它们用于区分人类和机器。 “我们是世界上最流行","text":"语言学习公司Duolingo周三在纳斯达克上市首日收盘上涨 36%,股票代码为$Duolingo, Inc.(DUOL)$ 。股价收于 139.01 美元,使公司市值接近 50 亿美元。 Kleiner Perkins、Union Square Ventures 和Alphabet的独立增长基金 CapitalG 是 Duolingo 最大的风险投资投资者,准备从此次发行中获得可观的收益。高盛、艾伦公司、Evercore ISI 和巴克莱是主要承销商。 该公司周二以每股 102 美元的价格发行 370 万股股票,高于其最初的 85 美元至 95 美元的目标区间。根据 PitchBook 的数据,它以 37 亿美元的隐含估值筹集了 5.21 亿美元,高于去年约 24 亿美元的私人市场估值。Duolingo:5亿次下载,4000万月活 这家总部位于匹兹堡的公司在其 IPO 招股说明书中披露,去年的年化收入增长了 129%,达到 1.617 亿美元。文件显示,该公司截至 3 月 31 日的季度收入为 5540 万美元,比去年增长 97%,而净亏损扩大了六倍多,达到 1350 万美元。 Duolingo 提供 95 门课程,涵盖 40 种不同的语言——从世界上最常用的语言(如西班牙语、法语和意大利语)到濒危语言(如夏威夷语、纳瓦霍语和苏格兰盖尔语)。 许多人不知道的是,世界上最受欢迎的教育应用程序最初是联合创始人 Severin Hacker 和 Luis von Ahn 的一个计算机科学项目,在尝试同时翻译整个互联网的同时教人们外语。Von Ahn 是 CAPTCHA 和 ReCAPTCHA 发明背后的开发者之一,它们用于区分人类和机器。 “我们是世界上最流行","images":[{"img":"https://static.tigerbbs.com/3c253c0b2330a9d4b8d8aaefb2c6d618","width":"929","height":"523"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808034240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380939558,"gmtCreate":1612500637874,"gmtModify":1703762770916,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380939558","repostId":"319301620","repostType":1,"repost":{"id":319301620,"gmtCreate":1611505953660,"gmtModify":1703750638629,"author":{"id":"3451627561239325","authorId":"3451627561239325","name":"漫投资","avatar":"https://static.tigerbbs.com/84032dec87e05e119903d285a35661a1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3451627561239325","idStr":"3451627561239325"},"themes":[],"title":"近期值得投资的Ark股票Top5","htmlText":"目前市场上最🔥🔥🔥的投资人莫过于Ark基金的扛把子Cathie Wood(人送外号木头姐),说他是女版巴菲特我觉得不是很准确,巴老爷的投资风格不是我等小散能学的来的,但是木头姐的投资风格简直就是为散户们服务的,5大主动ETF- ARKK,ARKW,ARKQ,ARKF,ARKG权重的股数、比例,以及每天的操作完全公开,油管上也有好多ark追踪分析视频,网上有各种追踪ark操作的工具,感觉你不抄作业就像少赚一个亿🤦♂️。那么如何抄作业成了小散们的终极问题,话说木头姐拿手的追高、抄底也是每天都在发生,好多散户第一时间拿到ark操作邮件盘后马上就追,但套牢后ark子弹无限,散户没钱补仓,忍痛割肉的车祸现场也是经常发生。ark所有的股票,都是有专业的团队做分析和操作,可不是玩短线,看准的股票,那就是持续买入,调仓的目的也是仓位的再平衡。所以单看每天的操作不能成为买卖的依据。下面我根据2020年10月16日至2021年1月22日ark ETF操作记录进行总结,通过买入资金流,持仓比例变化,企业的revenue增速,以及EV/Price四个方面进行评比 买入资金流:股票市场一切用钱投票,股票好不好,用多少钱买入就是最好的证明,这个指标是按照当日操作的收盘价为准 持仓比例变化:当然比例越大越好,重仓才是最需要留意的。ark Q4视频分享一个“liquid stock”概念,就是比例在1%一下的股票是用来当储蓄的,需要现金买重仓股就把liquid stock卖出。 收入增速:ark持仓股票大部分都是高科技成长股,增速是最需要考虑的一个企业指标,该指标按照最新财报数据 P/S(TTM):增速高但也要考虑估值是否合理 股价涨幅:股价在10月26日到1月22日的涨幅 TOP5:<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU</a>","listText":"目前市场上最🔥🔥🔥的投资人莫过于Ark基金的扛把子Cathie Wood(人送外号木头姐),说他是女版巴菲特我觉得不是很准确,巴老爷的投资风格不是我等小散能学的来的,但是木头姐的投资风格简直就是为散户们服务的,5大主动ETF- ARKK,ARKW,ARKQ,ARKF,ARKG权重的股数、比例,以及每天的操作完全公开,油管上也有好多ark追踪分析视频,网上有各种追踪ark操作的工具,感觉你不抄作业就像少赚一个亿🤦♂️。那么如何抄作业成了小散们的终极问题,话说木头姐拿手的追高、抄底也是每天都在发生,好多散户第一时间拿到ark操作邮件盘后马上就追,但套牢后ark子弹无限,散户没钱补仓,忍痛割肉的车祸现场也是经常发生。ark所有的股票,都是有专业的团队做分析和操作,可不是玩短线,看准的股票,那就是持续买入,调仓的目的也是仓位的再平衡。所以单看每天的操作不能成为买卖的依据。下面我根据2020年10月16日至2021年1月22日ark ETF操作记录进行总结,通过买入资金流,持仓比例变化,企业的revenue增速,以及EV/Price四个方面进行评比 买入资金流:股票市场一切用钱投票,股票好不好,用多少钱买入就是最好的证明,这个指标是按照当日操作的收盘价为准 持仓比例变化:当然比例越大越好,重仓才是最需要留意的。ark Q4视频分享一个“liquid stock”概念,就是比例在1%一下的股票是用来当储蓄的,需要现金买重仓股就把liquid stock卖出。 收入增速:ark持仓股票大部分都是高科技成长股,增速是最需要考虑的一个企业指标,该指标按照最新财报数据 P/S(TTM):增速高但也要考虑估值是否合理 股价涨幅:股价在10月26日到1月22日的涨幅 TOP5:<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU</a>","text":"目前市场上最🔥🔥🔥的投资人莫过于Ark基金的扛把子Cathie Wood(人送外号木头姐),说他是女版巴菲特我觉得不是很准确,巴老爷的投资风格不是我等小散能学的来的,但是木头姐的投资风格简直就是为散户们服务的,5大主动ETF- ARKK,ARKW,ARKQ,ARKF,ARKG权重的股数、比例,以及每天的操作完全公开,油管上也有好多ark追踪分析视频,网上有各种追踪ark操作的工具,感觉你不抄作业就像少赚一个亿🤦♂️。那么如何抄作业成了小散们的终极问题,话说木头姐拿手的追高、抄底也是每天都在发生,好多散户第一时间拿到ark操作邮件盘后马上就追,但套牢后ark子弹无限,散户没钱补仓,忍痛割肉的车祸现场也是经常发生。ark所有的股票,都是有专业的团队做分析和操作,可不是玩短线,看准的股票,那就是持续买入,调仓的目的也是仓位的再平衡。所以单看每天的操作不能成为买卖的依据。下面我根据2020年10月16日至2021年1月22日ark ETF操作记录进行总结,通过买入资金流,持仓比例变化,企业的revenue增速,以及EV/Price四个方面进行评比 买入资金流:股票市场一切用钱投票,股票好不好,用多少钱买入就是最好的证明,这个指标是按照当日操作的收盘价为准 持仓比例变化:当然比例越大越好,重仓才是最需要留意的。ark Q4视频分享一个“liquid stock”概念,就是比例在1%一下的股票是用来当储蓄的,需要现金买重仓股就把liquid stock卖出。 收入增速:ark持仓股票大部分都是高科技成长股,增速是最需要考虑的一个企业指标,该指标按照最新财报数据 P/S(TTM):增速高但也要考虑估值是否合理 股价涨幅:股价在10月26日到1月22日的涨幅 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美股研报站 ]Adobe深度分析报告:人工智能赋能,创意软件巨头迎来新机遇","htmlText":"欢迎来到「美股研报站」,今天我们带来的是对全球创意软件领军企业Adobe(ADBE)的深度分析。本文将从业绩表现、人工智能创新、估值分析和未来展望等方面全面解析Adobe的投资价值,并提供专业的估值目标价计算。 一、业绩表现:稳健增长支撑长期潜力 2024年第三季度亮眼表现 Adobe在2024年第三季度继续展现出强劲的增长动力,核心财务数据表现如下: · 营收:实现54亿美元,同比增长11%,略高于市场预期。 · 非GAAP每股收益(EPS):达到4.65美元,高于预期的4.54美元。 · 经营现金流:达20.2亿美元,彰显强大的盈利能力。 · 数字媒体年度经常性收入(ARR):新增5.04亿美元,表现强劲。 虽然管理层对第四季度收入的指引偏保守(预期55亿美元至55.5亿美元,低于市场预期的56亿美元),但其人工智能产品Firefly的稳步推进和核心业务增长支撑了公司长期的增长前景。 长期增长展望 根据华尔街分析师的预测,Adobe未来3-5年的收入和每股收益(EPS)将保持10%-15%的复合年均增长率。同时,2024年至2026年的盈利增速预计为12%-15%,体现出Adobe持续稳健的增长潜力。 二、人工智能创新:Firefly赋能核心业务 Firefly推动创意与效率革新 Adobe在人工智能领域的创新走在行业前列。其生成式人工智能平台Firefly已经被集成到Photoshop、Illustrator等核心产品中,为创意工作者提供了强大的文本生成图像和无缝编辑工具。截至第三季度,Firefly驱动的AI工具已生成超过120亿个作品,这一数据凸显了其技术的市场认可度。 文档业务增长 Adobe的Document Cloud业务同比增长18%,其中Acrobat Web的月活跃用户同比增长35%。管理层表示,","listText":"欢迎来到「美股研报站」,今天我们带来的是对全球创意软件领军企业Adobe(ADBE)的深度分析。本文将从业绩表现、人工智能创新、估值分析和未来展望等方面全面解析Adobe的投资价值,并提供专业的估值目标价计算。 一、业绩表现:稳健增长支撑长期潜力 2024年第三季度亮眼表现 Adobe在2024年第三季度继续展现出强劲的增长动力,核心财务数据表现如下: · 营收:实现54亿美元,同比增长11%,略高于市场预期。 · 非GAAP每股收益(EPS):达到4.65美元,高于预期的4.54美元。 · 经营现金流:达20.2亿美元,彰显强大的盈利能力。 · 数字媒体年度经常性收入(ARR):新增5.04亿美元,表现强劲。 虽然管理层对第四季度收入的指引偏保守(预期55亿美元至55.5亿美元,低于市场预期的56亿美元),但其人工智能产品Firefly的稳步推进和核心业务增长支撑了公司长期的增长前景。 长期增长展望 根据华尔街分析师的预测,Adobe未来3-5年的收入和每股收益(EPS)将保持10%-15%的复合年均增长率。同时,2024年至2026年的盈利增速预计为12%-15%,体现出Adobe持续稳健的增长潜力。 二、人工智能创新:Firefly赋能核心业务 Firefly推动创意与效率革新 Adobe在人工智能领域的创新走在行业前列。其生成式人工智能平台Firefly已经被集成到Photoshop、Illustrator等核心产品中,为创意工作者提供了强大的文本生成图像和无缝编辑工具。截至第三季度,Firefly驱动的AI工具已生成超过120亿个作品,这一数据凸显了其技术的市场认可度。 文档业务增长 Adobe的Document Cloud业务同比增长18%,其中Acrobat Web的月活跃用户同比增长35%。管理层表示,","text":"欢迎来到「美股研报站」,今天我们带来的是对全球创意软件领军企业Adobe(ADBE)的深度分析。本文将从业绩表现、人工智能创新、估值分析和未来展望等方面全面解析Adobe的投资价值,并提供专业的估值目标价计算。 一、业绩表现:稳健增长支撑长期潜力 2024年第三季度亮眼表现 Adobe在2024年第三季度继续展现出强劲的增长动力,核心财务数据表现如下: · 营收:实现54亿美元,同比增长11%,略高于市场预期。 · 非GAAP每股收益(EPS):达到4.65美元,高于预期的4.54美元。 · 经营现金流:达20.2亿美元,彰显强大的盈利能力。 · 数字媒体年度经常性收入(ARR):新增5.04亿美元,表现强劲。 虽然管理层对第四季度收入的指引偏保守(预期55亿美元至55.5亿美元,低于市场预期的56亿美元),但其人工智能产品Firefly的稳步推进和核心业务增长支撑了公司长期的增长前景。 长期增长展望 根据华尔街分析师的预测,Adobe未来3-5年的收入和每股收益(EPS)将保持10%-15%的复合年均增长率。同时,2024年至2026年的盈利增速预计为12%-15%,体现出Adobe持续稳健的增长潜力。 二、人工智能创新:Firefly赋能核心业务 Firefly推动创意与效率革新 Adobe在人工智能领域的创新走在行业前列。其生成式人工智能平台Firefly已经被集成到Photoshop、Illustrator等核心产品中,为创意工作者提供了强大的文本生成图像和无缝编辑工具。截至第三季度,Firefly驱动的AI工具已生成超过120亿个作品,这一数据凸显了其技术的市场认可度。 文档业务增长 Adobe的Document Cloud业务同比增长18%,其中Acrobat Web的月活跃用户同比增长35%。管理层表示,","images":[{"img":"https://static.tigerbbs.com/4beb7e4355165bcf490012ee7a980ae7","width":"553","height":"311"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378668200874024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325655975018744,"gmtCreate":1720507458407,"gmtModify":1720507460652,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325655975018744","repostId":"2450080726","repostType":4,"isVote":1,"tweetType":1,"viewCount":5039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320135147122840,"gmtCreate":1719188231356,"gmtModify":1719188232942,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320135147122840","repostId":"1147088836","repostType":2,"isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260068366803136,"gmtCreate":1704503439375,"gmtModify":1704503440556,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260068366803136","repostId":"1135033982","repostType":2,"isVote":1,"tweetType":1,"viewCount":3126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251603266715664,"gmtCreate":1702463844634,"gmtModify":1703729837013,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"美联储降息预期","htmlText":"查看详情: 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251603266715664","isVote":1,"tweetType":1,"viewCount":4908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":241731098386632,"gmtCreate":1700047131075,"gmtModify":1700047133267,"author":{"id":"3522467763910757","authorId":"3522467763910757","name":"量化期货交易","avatar":"https://static.tigerbbs.com/9118d05feeed414897b8e68babd793ae","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522467763910757","idStr":"3522467763910757"},"themes":[],"title":"","htmlText":"最近的行情太给力了","listText":"最近的行情太给力了","text":"最近的行情太给力了","images":[{"img":"https://static.tigerbbs.com/7b27e3c719006dc06b8013b24fbed51f","width":"927","height":"1425"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241731098386632","isVote":1,"tweetType":1,"viewCount":2894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}