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登山队
2020-09-09
大国博弈,逆水行舟,不进则退,中国距离真正站在世界之颠还有不小的距离。清醒的认识中国的地位才能成长。《大国的兴衰》告诉我们,决定大国的国际地位的决定性因素是经济实力。继续埋头苦干,壮大实力,耐心发展,长期主义,才能成就真正的大。
$特斯拉(TSLA)$
$苹果(AAPL)$
$谷歌(GOOG)$
抱歉,原内容已删除
登山队
2020-03-10
$诺瓦瓦克斯医药(NVAX)$
路透伦敦3月10日电- - - CEPI全球疫情应对联盟周二表示,将再向生物科技公司Novavax和英国牛津大学注资440万美元,以迅速开发针对covid19的潜在疫苗。 为抗击新出现的流行病而成立的流行病防备创新联盟(CEPI)表示,额外的资金使其在开发新冠状病毒疫苗上的总投资达到2,370万美元。 据路透社(Reuters)统计,截至周二,全球共有超过11.43万例19型冠状病毒感染病例,至少4,026人死亡。 CEPI的首席执行官理查德·哈切特说,该组织正在加速开发一种疫苗,他说,这种疫苗将“对全世界应对这种病毒的努力至关重要”。 到目前为止,CEPI已经投资开发了6种针对**的候选疫苗,包括与美国公司CureVac、Inovio Pharmaceuticals、Moderna和澳大利亚昆士兰大学的项目。新基金将用于Novavax的初期资金,为第一阶段的安全试验铺平道路,而牛津大学(Oxford University)将利用这些资金支持用于动物试验和早期人类安全试验所需的疫苗材料的生产。 CEPI说,它将向一系列研究项目投入总计1亿美元的资金,目的是在几个月内使潜在的候选疫苗进入早期临床试验阶段。现在它已经投资了2370万美元。“没有成功的保证,但我们正以最快的速度和最大的努力工作,希望在未来12到18个月内提供安全有效的疫苗,可能用于更广泛的用途。”哈契说。 CEPI成立于2017年,最初获得了德国、日本和挪威政府、比尔和梅琳达·盖茨基金会(Bill & Melinda Gates Foundation)和惠康信托基金会(Wellcome Trust)全球健康慈善机构4.6亿美元的资助。它的目的是加速开发针对新疾病和未知疾病的疫苗。
登山队
2020-09-25
电池与电芯,从行业说起,技术,趋势,领先度,可量产性,未来体量与现在
抱歉,原内容已删除
登山队
2021-02-20
在牛市中,市场的反应功能(价格对新闻和事件的反应方式)完全不同。熊市不会考虑经济影响。约翰邓普顿说:“牛市生于极度悲观,成长于怀疑论,死于狂热。”由经济复苏带动的牛市通常不会很快结束。
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登山队
2020-09-17
观察公司的维度:业务情况:profile,画面感直观感受基本面:营收,毛利,用户增速,用户留存率,财务指标,SAAS和IAAS估值差异的原因管理团队:创始人,CEO,CFO和其他类似赛道公司的经营财务指标横向比较:Zoom,Docusign,Crowdstrike各因素权重排序
$Zoom(ZM)$
$Snowflake(SNOW)$
$Docusign(DOCU)$
@桃李春风益点财: 【直播回放】专业解读来了!老虎特邀贝瑞直播,为大家深度解读Snowflake。内容要点:1. 巴菲特在科技股,尤其是云计算行业上投资态度的变化?2. 为什么Snowflake能吸引巴菲特第一次打新?3. Snowflake上市对其他云计算公司以及整体科技股会带来什么影响?
$Snowflake(SNOW)$
登山队
2020-03-13
$苹果(AAPL)$
$特斯拉(TSLA)$
$蔚来(NIO)$
$二倍做多VIX波动率指数短期期权ETN(TVIX)$
$短期VIX期货ETN(VXX)$
$0.5倍做空波动率指数短期期货ETF(SVXY)$
做任何财务决策之前,先把情绪剥离开,并留足安全储备。享受痛苦,方能见到曙光
抱歉,原内容已删除
登山队
2020-12-06
关于AXSM公司财务情况和主要pipeline研发情况。以及AXS-05的估值
抱歉,原内容已删除
登山队
2020-08-26
$腾讯音乐(TME)$
音乐消费意愿不断提高的长趋势下,从音乐厂牌的全包围式合作到音乐人的社区互动,从已占据占据数字专辑的绝大部分市场与建立厂牌花大价钱培养发掘新音乐人,包揽了最广泛音乐人,同时进行用户端体验创新形成TME live 现金牛,上下游融合的生态已初步显现。具有行业中最深刻优势且不断进行超前的优势构建,不断推动行业发生实际的改变,超高流量的降维打击,叠加用户增长的付费习惯的长期效应,TME基本已可成为称为区域王者。目前低估值尚未全面被认知
抱歉,原内容已删除
登山队
2020-07-20
从产品角度的理解和对疫苗研发技术的熟悉,对生物技术行业的研究和筛选,至关重要
抱歉,原内容已删除
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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","text":"大国博弈,逆水行舟,不进则退,中国距离真正站在世界之颠还有不小的距离。清醒的认识中国的地位才能成长。《大国的兴衰》告诉我们,决定大国的国际地位的决定性因素是经济实力。继续埋头苦干,壮大实力,耐心发展,长期主义,才能成就真正的大。$特斯拉(TSLA)$$苹果(AAPL)$$谷歌(GOOG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/976175465","repostId":"2065213201","repostType":2,"isVote":1,"tweetType":1,"viewCount":4494,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557309049228305","authorId":"3557309049228305","name":"瞎猫碰死耗子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3557309049228305","idStr":"3557309049228305"},"content":"很多人都跟打了鸡血似的嗨,自以为其实也不是自以为是被以为很强大,其实从去年的贸易战开始我们就一直处于下风被动状态。批评不自由,赞美有何意义","text":"很多人都跟打了鸡血似的嗨,自以为其实也不是自以为是被以为很强大,其实从去年的贸易战开始我们就一直处于下风被动状态。批评不自由,赞美有何意义","html":"很多人都跟打了鸡血似的嗨,自以为其实也不是自以为是被以为很强大,其实从去年的贸易战开始我们就一直处于下风被动状态。批评不自由,赞美有何意义"},{"author":{"id":"3500501721534624","authorId":"3500501721534624","name":"韭菜叶","avatar":"https://static.tigerbbs.com/4045406c8ef7d4cfbd540c0bb15faed0","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3500501721534624","idStr":"3500501721534624"},"content":"这些都不符合主流价值观呀哈哈","text":"这些都不符合主流价值观呀哈哈","html":"这些都不符合主流价值观呀哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":988094437,"gmtCreate":1583846982629,"gmtModify":1704351217122,"author":{"id":"3535919852177389","authorId":"3535919852177389","name":"登山队","avatar":"https://static.tigerbbs.com/90daf5525bf947f158f7f462a8ef8bb1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535919852177389","idStr":"3535919852177389"},"themes":[],"htmlText":"<a 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Trust)全球健康慈善机构4.6亿美元的资助。它的目的是加速开发针对新疾病和未知疾病的疫苗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/988094437","isVote":1,"tweetType":1,"viewCount":5394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974645968,"gmtCreate":1601046054354,"gmtModify":1703823483413,"author":{"id":"3535919852177389","authorId":"3535919852177389","name":"登山队","avatar":"https://static.tigerbbs.com/90daf5525bf947f158f7f462a8ef8bb1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535919852177389","idStr":"3535919852177389"},"themes":[],"htmlText":"电池与电芯,从行业说起,技术,趋势,领先度,可量产性,未来体量与现在","listText":"电池与电芯,从行业说起,技术,趋势,领先度,可量产性,未来体量与现在","text":"电池与电芯,从行业说起,技术,趋势,领先度,可量产性,未来体量与现在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/974645968","repostId":"2070657900","repostType":2,"isVote":1,"tweetType":1,"viewCount":2848,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535919852177389","authorId":"3535919852177389","name":"登山队","avatar":"https://static.tigerbbs.com/90daf5525bf947f158f7f462a8ef8bb1","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3535919852177389","idStr":"3535919852177389"},"content":"要看最专业最接近真相的信息,避免信息的无质叠加和情绪偏好性信息,既看褒面也看贬面,避免被蒙蔽(人性最深刻一点就是盲从、轻信,普通人和很多看起来不普通的领导者都会犯)。从中筛选出真正有价值的,形成观点,或许并不完全全面,但至少接近真相,拉开和舆论以及公众情绪的底层差距","text":"要看最专业最接近真相的信息,避免信息的无质叠加和情绪偏好性信息,既看褒面也看贬面,避免被蒙蔽(人性最深刻一点就是盲从、轻信,普通人和很多看起来不普通的领导者都会犯)。从中筛选出真正有价值的,形成观点,或许并不完全全面,但至少接近真相,拉开和舆论以及公众情绪的底层差距","html":"要看最专业最接近真相的信息,避免信息的无质叠加和情绪偏好性信息,既看褒面也看贬面,避免被蒙蔽(人性最深刻一点就是盲从、轻信,普通人和很多看起来不普通的领导者都会犯)。从中筛选出真正有价值的,形成观点,或许并不完全全面,但至少接近真相,拉开和舆论以及公众情绪的底层差距"},{"author":{"id":"3535919852177389","authorId":"3535919852177389","name":"登山队","avatar":"https://static.tigerbbs.com/90daf5525bf947f158f7f462a8ef8bb1","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3535919852177389","idStr":"3535919852177389"},"content":"技术以及效率、成本指标应横向对比领先的中日韩电池与电芯企业,不怕数据大幅提升,只怕对比一较高下。对标公司:宁德时代,LG化学,松下","text":"技术以及效率、成本指标应横向对比领先的中日韩电池与电芯企业,不怕数据大幅提升,只怕对比一较高下。对标公司:宁德时代,LG化学,松下","html":"技术以及效率、成本指标应横向对比领先的中日韩电池与电芯企业,不怕数据大幅提升,只怕对比一较高下。对标公司:宁德时代,LG化学,松下"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387516474,"gmtCreate":1613754156698,"gmtModify":1613754156698,"author":{"id":"3535919852177389","authorId":"3535919852177389","name":"登山队","avatar":"https://static.tigerbbs.com/90daf5525bf947f158f7f462a8ef8bb1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535919852177389","idStr":"3535919852177389"},"themes":[],"htmlText":"在牛市中,市场的反应功能(价格对新闻和事件的反应方式)完全不同。熊市不会考虑经济影响。约翰邓普顿说:“牛市生于极度悲观,成长于怀疑论,死于狂热。”由经济复苏带动的牛市通常不会很快结束。","listText":"在牛市中,市场的反应功能(价格对新闻和事件的反应方式)完全不同。熊市不会考虑经济影响。约翰邓普顿说:“牛市生于极度悲观,成长于怀疑论,死于狂热。”由经济复苏带动的牛市通常不会很快结束。","text":"在牛市中,市场的反应功能(价格对新闻和事件的反应方式)完全不同。熊市不会考虑经济影响。约翰邓普顿说:“牛市生于极度悲观,成长于怀疑论,死于狂热。”由经济复苏带动的牛市通常不会很快结束。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/387516474","repostId":"1156000449","repostType":4,"isVote":1,"tweetType":1,"viewCount":6419,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535919852177389","authorId":"3535919852177389","name":"登山队","avatar":"https://static.tigerbbs.com/90daf5525bf947f158f7f462a8ef8bb1","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3535919852177389","idStr":"3535919852177389"},"content":"Lazlo 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