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IP属地:陕西
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supergun
2021-03-30
$跟谁学(GSX)$
买
supergun
2021-03-27
继续,买买买
supergun
2021-03-25
加倍干
supergun
2021-03-25
加仓百度 。。 。。。
supergun
2021-03-24
你们怎么看
抱歉,原内容已删除
supergun
2021-03-24
千元维珍不是梦
抱歉,原内容已删除
supergun
2021-03-19
引领潮流,靠你了
抱歉,原内容已删除
supergun
2021-03-18
已买,机不可失
抱歉,原内容已删除
supergun
2021-03-18
买买买
抱歉,原内容已删除
supergun
2021-03-18
继续买买买
美联储决议声明:重申维持资产购买不变,直至取得实质性进一步进展。疫情继续构成相当大的风险。
supergun
2021-03-17
买点菜,来来来
supergun
2021-03-17
走吧!
抱歉,原内容已删除
supergun
2021-03-13
现在买划算吗
@悟简之道:FAANG
supergun
2021-03-12
有点意思
@夏夏夏:Snowflake Q4:保持领先地位,就有了贵的底气
supergun
2021-03-12
$蓝帽子(BHAT)$
继续加仓
supergun
2021-03-09
$微白银2105(SIL2105)$
go
supergun
2021-03-09
$微白银2105(SIL2105)$
gG
supergun
2021-03-09
$微白银2105(SIL2105)$
慢慢来
supergun
2021-03-08
$豆油2105(ZL2105)$
小菜一碟
supergun
2021-03-06
嘿嘿嘿
维珍银河盘前跌超2%,董事长Chamath出售2.13亿美元股份
去老虎APP查看更多动态
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href=\"https://wallstreetcn.com/articles/3624117\">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/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SQQQ":"纳指三倍做空ETF","UPRO":"三倍做多标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","OEF":"标普100指数ETF-iShares","DOG":"道指ETF-ProShares做空","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","DJX":"1/100道琼斯","OEX":"标普100","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 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$谷歌(GOOG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202357","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328794144,"gmtCreate":1615558361788,"gmtModify":1703490896530,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"title":"","htmlText":"有点意思","listText":"有点意思","text":"有点意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328794144","repostId":"364273489","repostType":1,"repost":{"id":364273489,"gmtCreate":1614860143539,"gmtModify":1703482083974,"author":{"id":"163879441421586","authorId":"163879441421586","name":"夏夏夏","avatar":"https://static.tigerbbs.com/58ae2606862e6fc6213bbfb1de0eef2c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"163879441421586","idStr":"163879441421586"},"themes":[],"title":"Snowflake Q4:保持领先地位,就有了贵的底气","htmlText":"巴菲特投资的IPO股,估值奇贵,云计算,SaaS,一串明星光环的<a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 发布了上市来的第二份财报。当季营收1.91亿美元,同比增长117%;净亏损1.99亿美元,与上年同期的8325.4万美元相比,同比扩大138.95%。 首先盘点下行情方面,财报发布后,一度大跌7%。而后回复正常波动范围,这个表现估计因为没有double beat。像Snowflake这样的公司,定价完美不容有失。 具体看下财务数据和分析师预期,如下图所示,营收在线净利不及。 此外关注指引数据的消息面,一季度公司预计产品营收为1.95亿至2亿美元,彭博共识预期为1.948亿美元;预计2022财年产品营收为10亿至10.2亿美元,分析师预估为10.1亿美元。尽管有放缓的波折,整体按套路出牌。 Q1总的来看,在新增客户和扩大数据云服务使用的推动下,Snowflake季度业绩强劲,产品销售增长116%。Snowflake在21财年第四季度的剩余履约义务(RPO)增长了213%,这表明公司的未来前景非常明显,这可能有助于公司今年继续保持三位数的销售增长。由于公司与现有客户签订了多年合同,本季度净增长率连续提高了600个bp,达到168%。Non-GAAP毛利率今年扩大了600个基点,因为公司与超大规模云供应商协商降低计算成本,同时增加订单规模。 而谈到Snowflake,最重要我想是知道为什么贵。有一句话特别重要,市场已经在为Snowflake长期成功定价了。 花街预测,2022财年的营收约为11亿美元,23财年为18亿美元,24财年为30亿美元,25财年为49亿美元。下图说明了共识估计: 如果250美元意味着公允价格,假设Snowflake将在10年内变成Adobe/Sal","listText":"巴菲特投资的IPO股,估值奇贵,云计算,SaaS,一串明星光环的<a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 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href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-03-05/doc-ikftssaq1721328.shtml\">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/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-03-05/doc-ikftssaq1721328.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117263846","content_text":"维珍银河盘前跌超2%,维珍银河董事长Chamath出售2.13亿美元股份。","news_type":1,"symbols_score_info":{"SPCE":1}},"isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":914703075,"gmtCreate":1581475932497,"gmtModify":1704344260595,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"title":"鲍威尔:美国经济风险仍存 将逐渐取消积极回购操作","htmlText":"鲍威尔重申对美国经济有信心,暗示“按兵不动”的利率政策暂时不变;尽管全球经贸领域的不确定性有所减少,前景仍然存在风险,现在判断全球公共卫生突发事件的影响为时尚早;预计年中达到合适的准备金水平。2月11日,美联储主席鲍威尔于美东上午10点出席了国会众议院金融服务委员会的半年度听证。据新华社报道,鲍威尔重申对美国经济有信心,暗示“按兵不动”的利率政策暂时不变。在提前发布的证词中,鲍威尔对经济状况的观点与美联储FOMC会议声明基本一致。他指出,2019年下半年,美国GDP增速“适度”,劳动力市场进一步增强,通胀一直较低且稳定,但仍低于美联储“对称的2%”目标。他认为,尽管与年初的强劲增长相比,去年底的美国经济支柱——消费支出增长有所放缓,支持家庭支出的基本面仍然稳固。与此同时,商业投资和出口疲软,并影响到美国工厂的生产活动,制造业产量自去年上半年下滑后“净值几乎没有变化”。在经济展望方面,美联储预计随着2019年初“异常低的读数不再被统计入12个月的数据中”,通胀将在未来几个月内接近2%的官方目标。尽管全球经贸领域的不确定性有所减少,“但前景仍然存在风险”,美联储正在密切监控全球公共卫生突发事件对其他经济体的影响。他也延续一贯立场,即只要收到的经济信息与美联储的前景预期保持一致,“当前美国货币政策很可能适宜”。他也同时强调,美联储货币政策并不处于预设路径,“如果出现导致对我们的前景进行重大重新评估的事态发展,我们将作出相应回应。”在评级既往利率政策时,鲍威尔承认,去年下半年美联储采取了“更为宽松”的货币政策立场,以缓解经济受到全球增长和经贸发展的负面影响,并推动通胀率“更快地”回归目标。而在去年12月和今年1月的会议上,由于有迹象显示全球增长可能会趋于稳定,美联储决定“按兵不动”。在未来展望方面,他指出美国经济面临两个长期挑战:劳动参与率低于大多数发达经济体,以及生产率提高一直不","listText":"鲍威尔重申对美国经济有信心,暗示“按兵不动”的利率政策暂时不变;尽管全球经贸领域的不确定性有所减少,前景仍然存在风险,现在判断全球公共卫生突发事件的影响为时尚早;预计年中达到合适的准备金水平。2月11日,美联储主席鲍威尔于美东上午10点出席了国会众议院金融服务委员会的半年度听证。据新华社报道,鲍威尔重申对美国经济有信心,暗示“按兵不动”的利率政策暂时不变。在提前发布的证词中,鲍威尔对经济状况的观点与美联储FOMC会议声明基本一致。他指出,2019年下半年,美国GDP增速“适度”,劳动力市场进一步增强,通胀一直较低且稳定,但仍低于美联储“对称的2%”目标。他认为,尽管与年初的强劲增长相比,去年底的美国经济支柱——消费支出增长有所放缓,支持家庭支出的基本面仍然稳固。与此同时,商业投资和出口疲软,并影响到美国工厂的生产活动,制造业产量自去年上半年下滑后“净值几乎没有变化”。在经济展望方面,美联储预计随着2019年初“异常低的读数不再被统计入12个月的数据中”,通胀将在未来几个月内接近2%的官方目标。尽管全球经贸领域的不确定性有所减少,“但前景仍然存在风险”,美联储正在密切监控全球公共卫生突发事件对其他经济体的影响。他也延续一贯立场,即只要收到的经济信息与美联储的前景预期保持一致,“当前美国货币政策很可能适宜”。他也同时强调,美联储货币政策并不处于预设路径,“如果出现导致对我们的前景进行重大重新评估的事态发展,我们将作出相应回应。”在评级既往利率政策时,鲍威尔承认,去年下半年美联储采取了“更为宽松”的货币政策立场,以缓解经济受到全球增长和经贸发展的负面影响,并推动通胀率“更快地”回归目标。而在去年12月和今年1月的会议上,由于有迹象显示全球增长可能会趋于稳定,美联储决定“按兵不动”。在未来展望方面,他指出美国经济面临两个长期挑战:劳动参与率低于大多数发达经济体,以及生产率提高一直不","text":"鲍威尔重申对美国经济有信心,暗示“按兵不动”的利率政策暂时不变;尽管全球经贸领域的不确定性有所减少,前景仍然存在风险,现在判断全球公共卫生突发事件的影响为时尚早;预计年中达到合适的准备金水平。2月11日,美联储主席鲍威尔于美东上午10点出席了国会众议院金融服务委员会的半年度听证。据新华社报道,鲍威尔重申对美国经济有信心,暗示“按兵不动”的利率政策暂时不变。在提前发布的证词中,鲍威尔对经济状况的观点与美联储FOMC会议声明基本一致。他指出,2019年下半年,美国GDP增速“适度”,劳动力市场进一步增强,通胀一直较低且稳定,但仍低于美联储“对称的2%”目标。他认为,尽管与年初的强劲增长相比,去年底的美国经济支柱——消费支出增长有所放缓,支持家庭支出的基本面仍然稳固。与此同时,商业投资和出口疲软,并影响到美国工厂的生产活动,制造业产量自去年上半年下滑后“净值几乎没有变化”。在经济展望方面,美联储预计随着2019年初“异常低的读数不再被统计入12个月的数据中”,通胀将在未来几个月内接近2%的官方目标。尽管全球经贸领域的不确定性有所减少,“但前景仍然存在风险”,美联储正在密切监控全球公共卫生突发事件对其他经济体的影响。他也延续一贯立场,即只要收到的经济信息与美联储的前景预期保持一致,“当前美国货币政策很可能适宜”。他也同时强调,美联储货币政策并不处于预设路径,“如果出现导致对我们的前景进行重大重新评估的事态发展,我们将作出相应回应。”在评级既往利率政策时,鲍威尔承认,去年下半年美联储采取了“更为宽松”的货币政策立场,以缓解经济受到全球增长和经贸发展的负面影响,并推动通胀率“更快地”回归目标。而在去年12月和今年1月的会议上,由于有迹象显示全球增长可能会趋于稳定,美联储决定“按兵不动”。在未来展望方面,他指出美国经济面临两个长期挑战:劳动参与率低于大多数发达经济体,以及生产率提高一直不","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":41,"commentSize":10,"repostSize":2,"link":"https://laohu8.com/post/914703075","isVote":1,"tweetType":1,"viewCount":11391,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475537229478550","authorId":"3475537229478550","name":"Ceava","avatar":"https://static.tigerbbs.com/2b9e8543510ff9ad81204bbd7ea41e9d","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3475537229478550","idStr":"3475537229478550"},"content":"两玩应天天唱双簧,累不累","text":"两玩应天天唱双簧,累不累","html":"两玩应天天唱双簧,累不累"},{"author":{"id":"3541045084806543","authorId":"3541045084806543","name":"富星","avatar":"https://static.tigerbbs.com/41ccd698227a1b78fbab8cf516e745d0","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3541045084806543","idStr":"3541045084806543"},"content":"今晚要跌吗?","text":"今晚要跌吗?","html":"今晚要跌吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914571445,"gmtCreate":1581426432087,"gmtModify":1704344117927,"author":{"id":"3542279810313686","authorId":"3542279810313686","name":"supergun","avatar":"https://static.tigerbbs.com/e72b81f2fa02b0ef2fc7286d8e893011","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542279810313686","idStr":"3542279810313686"},"themes":[],"title":"关注三大央行行长讲话 期待鲍威尔证词勿“炒冷饭”","htmlText":"关注三大央行行长讲话 期待鲍威尔证词勿“炒冷饭”周二(2月11日)黄金T D收盘下跌0.30%至352.11元/克;白银T D收盘上涨0.05%至4260元/千克。周二市场波动有限,金价围绕1570水平展开震荡。美元指数再创四个月新高,同时全球股市有所反弹,这令黄金吸引力有限,黄金进一步走高的难度上升。日内数据相对不多,不过有三位央行行长将发表讲话。其中鲍威尔和卡尼的发言相对看点更大,分别或涉及货币政策及脱欧影响,有机会对金价/美元构成直接推动。美联储主席鲍威尔将发表证词,若有新内容则将给市场一定的指引。但若继续老调重弹,黄金走势则需要其他数据或消息面推动。上海黄金交易所2020年2月11日交易行情① 黄金T D收盘下跌0.30%至352.11元/克,成交量38.252吨,成交金额134亿8622万900元,交收量8.336吨;② 迷你金T D收盘下跌0.30%至352.18元/克,成交量4.7312吨,成交金额16亿6883万4486元,交收量16.15吨;③ 白银T D收盘上涨0.05%至4260元/千克,成交量2453.66吨,成交金额104亿4675万3460元,交收量61.47吨。现货黄金承压周二市场波动有限,金价围绕1570水平展开震荡。美元指数再创四个月新高,同时全球股市有所反弹,这令黄金吸引力有限,黄金进一步走高的难度上升。日内美联储主席鲍威尔将发表证词,若有新内容则将给市场一定的指引。但若继续老调重弹,黄金走势则需要其他数据或消息面推动。美国总统特朗普周一公布了2021财年预算计划,建议大幅削减社会福利项目,但增加国防和法定福利开支,这将使联邦债务总额到2030年升破30万亿美元。美联储哈克周一表示,美国经济状态良好,预计今年经济增速2%。另一成员戴利则指出,在当前的环境下,通胀率略高于目标水平“远好于”略低于目标水平。日内数据相对不多,不过有三位央行行长","listText":"关注三大央行行长讲话 期待鲍威尔证词勿“炒冷饭”周二(2月11日)黄金T D收盘下跌0.30%至352.11元/克;白银T D收盘上涨0.05%至4260元/千克。周二市场波动有限,金价围绕1570水平展开震荡。美元指数再创四个月新高,同时全球股市有所反弹,这令黄金吸引力有限,黄金进一步走高的难度上升。日内数据相对不多,不过有三位央行行长将发表讲话。其中鲍威尔和卡尼的发言相对看点更大,分别或涉及货币政策及脱欧影响,有机会对金价/美元构成直接推动。美联储主席鲍威尔将发表证词,若有新内容则将给市场一定的指引。但若继续老调重弹,黄金走势则需要其他数据或消息面推动。上海黄金交易所2020年2月11日交易行情① 黄金T D收盘下跌0.30%至352.11元/克,成交量38.252吨,成交金额134亿8622万900元,交收量8.336吨;② 迷你金T D收盘下跌0.30%至352.18元/克,成交量4.7312吨,成交金额16亿6883万4486元,交收量16.15吨;③ 白银T D收盘上涨0.05%至4260元/千克,成交量2453.66吨,成交金额104亿4675万3460元,交收量61.47吨。现货黄金承压周二市场波动有限,金价围绕1570水平展开震荡。美元指数再创四个月新高,同时全球股市有所反弹,这令黄金吸引力有限,黄金进一步走高的难度上升。日内美联储主席鲍威尔将发表证词,若有新内容则将给市场一定的指引。但若继续老调重弹,黄金走势则需要其他数据或消息面推动。美国总统特朗普周一公布了2021财年预算计划,建议大幅削减社会福利项目,但增加国防和法定福利开支,这将使联邦债务总额到2030年升破30万亿美元。美联储哈克周一表示,美国经济状态良好,预计今年经济增速2%。另一成员戴利则指出,在当前的环境下,通胀率略高于目标水平“远好于”略低于目标水平。日内数据相对不多,不过有三位央行行长","text":"关注三大央行行长讲话 期待鲍威尔证词勿“炒冷饭”周二(2月11日)黄金T D收盘下跌0.30%至352.11元/克;白银T 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