EdieYin的个人主页 - 老虎社区

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2020-10-21

$特斯拉(TSLA)$今晚盘后发财报啊，系唔系要涨[财迷][财迷][财迷]

2020-10-23

$特斯拉(TSLA)$按照gamma效应的进路，投资者买入call，做市商会相应地买入正股推高股价。如果反其道而行之，投资者大量卖出call，做市商会卖出正股平衡仓位。昨晚期权市场如此反常，正股在这样大的卖压之下还是微涨，说明市场的确是大大看涨的。

2020-09-29

$Piedmont Lithium Ltd(PLL)$刚刚33块卖了好想哭

2020-09-25

$恒生指数(HSI)$自从港版国安法出台以来，港股表现每况愈下，再也不复往日繁荣

2020-10-02

$Piedmont Lithium Ltd(PLL)$快涨，28块买的还套着呢

2020-10-16

$Zoom(ZM)$厉害

2020-09-24

$纳斯达克(.IXIC)$[捂脸]竟然拉上去了

2020-07-03

$Moderna, Inc.(MRNA)$这是个什么操作？？深深地套在其中了

2020-09-28

$特斯拉(TSLA)$厉害

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Q2财报：营收6.635亿，净利润1.857亿美元","htmlText":"美股研究社获悉，9月1日，<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>&nbsp;Zoom公布了2021财年第二季度的业绩报告。报告显示，Zoom第二季度总营收为6.635亿美元，与去年同期的1.458亿美元相比增长355%；归属于公司普通股股东的净利润为1.857亿美元，与去年同期的550万美元相比大幅增长33倍。每股盈利为0.63美元，去年同期为0.02美元。Zoom第二季度业务运营活动所提供的净现金为4.013亿美元，相比之下去年同期为3120万美元。Zoom第二季度自由现金流为3.734亿美元，相比之下去年同期为1710万美元。截至2020年4月30日，Zoom持有的现金、现金等价物和有价证券总额为15亿美元。Zoom预计，第三财季营收6.85亿-6.9亿美元，调整后每股盈利0.73-0.74美元。公司同时预计，2021财年总营收为23.7亿-23.9亿美元。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","listText":"美股研究社获悉，9月1日，<a target=\"_blank\" 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Research所说，“不要担心美元疲软是美国股市突然下跌的警告信号。”那么反过来呢？美元疲软是不是利好美股？事实上，美元与美股并不存在非常强的相关性。过去，美元强、美股强，美元弱、美股强，这两种情况都曾出现过。譬如，在上一轮美元牛市中，美股的表现也非常不错，因为美元强劲反映出美国经济实力相对于世界其他地区更为强劲。反过来，弱势美元通常被认为利好美国经济和大型跨国公司，这些跨国公司较大一部分收入来自于海外市场，而大部分成本都在美国本土产生；而且弱势美元也可能提振外国投资者对美国股票的需求，高盛预计今年外国投资者将买入3000亿美元的美股。而如果用数据说话——从长期来看，美元和美股之间倾向于表现出轻微的负相关性，而这种反比关系有变强的货币。根据ClearBridge Investments的数据，1973年以来的数据显示，贸易加权美元指数与标普500指数之间的月度相关性为-0.2；而自2000年以来，这个相关系数变成了-0.35。美国以外地区股市与美元相关性更强不过比起美股，美","images":[{"img":"https://static.tigerbbs.com/0257e26a04bed40fd374b45ab764f4a3","width":"800","height":"450"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946667650","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979847729,"gmtCreate":1598141784361,"gmtModify":1704217912108,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556199856149319","idStr":"3556199856149319"},"themes":[],"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/979847729","repostId":"2061770901","repostType":2,"isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970856000,"gmtCreate":1597745410300,"gmtModify":1704216548334,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556199856149319","idStr":"3556199856149319"},"themes":[],"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/970856000","repostId":"947548508","repostType":1,"repost":{"id":947548508,"gmtCreate":1597369996250,"gmtModify":1704215615457,"author":{"id":"3524105622951348","authorId":"3524105622951348","name":"开柒","avatar":"https://static.tigerbbs.com/965ff7cf93df9532879089e83dc0136f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524105622951348","idStr":"3524105622951348"},"themes":[],"title":"爱奇艺被SEC调查：百度和爱奇艺股价出现恐慌性大跌","htmlText":"话说，今日一早，百度交出了新一季度财报。八姐看了看，在如此被看衰的大环境下、特别是广告市场被看衰的情况下，百度的这份财报其实还是超越预期的。<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 百度的两个重要指标百度营收、运营利润均超华尔街预期。第二季度百度营收260.3亿元，市场平均预期为257亿元，百度运营利润（Non-GAAP）56.05亿元，同比大增187％，远超市场平均预期的31.1亿元。&nbsp; 不过，尽管百度这季度财报成绩优良，但受累于爱奇艺被证券交易委员会（SEC）调查，百度股价在盘后出现了跳水，跌了超过7%。 当然，爱奇艺更惨，盘后跌了超过15%。 根据爱奇艺发布的公告，该公司被美国证券交易委员会（SEC）调查，要求提供2018年1月份以来的财务记录，并提及空头WolfPack所提及的财务内容。此前，上述做空报告称，爱奇艺将其2019年收入增加了约人民币8-13亿元，并高估了用户数约42％-60％。而因为近期的中美关系紧张以及瑞幸咖啡事件，爱奇艺这次被SEC调查，这才容易被解读为另有意味，引发了市场恐慌情绪。 与此同时，百度持有56%的爱奇艺股权，92.7%的投票权是爱奇艺的第一大股东，因此爱奇艺被调查，也引发了百度股价的盘后大跌——毕竟，现在谁也不知道，假如爱奇艺的虚报用户和价格成真，这会不会是类似于瑞幸或者tiktok的又一个大事件？ 好啦，不废话，来简单说下百度第二季度的财报。 百度的营收增速依然在放缓，同比增长为-1%，跌到了历史新低。不过，环比增加了15%。 百度最为关键的“百度核心”收入为人民币189亿元（约合26.8亿美元），与去年同期","listText":"话说，今日一早，百度交出了新一季度财报。八姐看了看，在如此被看衰的大环境下、特别是广告市场被看衰的情况下，百度的这份财报其实还是超越预期的。<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a> 百度的两个重要指标百度营收、运营利润均超华尔街预期。第二季度百度营收260.3亿元，市场平均预期为257亿元，百度运营利润（Non-GAAP）56.05亿元，同比大增187％，远超市场平均预期的31.1亿元。&nbsp; 不过，尽管百度这季度财报成绩优良，但受累于爱奇艺被证券交易委员会（SEC）调查，百度股价在盘后出现了跳水，跌了超过7%。 当然，爱奇艺更惨，盘后跌了超过15%。 根据爱奇艺发布的公告，该公司被美国证券交易委员会（SEC）调查，要求提供2018年1月份以来的财务记录，并提及空头WolfPack所提及的财务内容。此前，上述做空报告称，爱奇艺将其2019年收入增加了约人民币8-13亿元，并高估了用户数约42％-60％。而因为近期的中美关系紧张以及瑞幸咖啡事件，爱奇艺这次被SEC调查，这才容易被解读为另有意味，引发了市场恐慌情绪。 与此同时，百度持有56%的爱奇艺股权，92.7%的投票权是爱奇艺的第一大股东，因此爱奇艺被调查，也引发了百度股价的盘后大跌——毕竟，现在谁也不知道，假如爱奇艺的虚报用户和价格成真，这会不会是类似于瑞幸或者tiktok的又一个大事件？ 好啦，不废话，来简单说下百度第二季度的财报。 百度的营收增速依然在放缓，同比增长为-1%，跌到了历史新低。不过，环比增加了15%。 百度最为关键的“百度核心”收入为人民币189亿元（约合26.8亿美元），与去年同期","text":"话说，今日一早，百度交出了新一季度财报。八姐看了看，在如此被看衰的大环境下、特别是广告市场被看衰的情况下，百度的这份财报其实还是超越预期的。$百度(BIDU)$$爱奇艺(IQ)$ 百度的两个重要指标百度营收、运营利润均超华尔街预期。第二季度百度营收260.3亿元，市场平均预期为257亿元，百度运营利润（Non-GAAP）56.05亿元，同比大增187％，远超市场平均预期的31.1亿元。 不过，尽管百度这季度财报成绩优良，但受累于爱奇艺被证券交易委员会（SEC）调查，百度股价在盘后出现了跳水，跌了超过7%。 当然，爱奇艺更惨，盘后跌了超过15%。 根据爱奇艺发布的公告，该公司被美国证券交易委员会（SEC）调查，要求提供2018年1月份以来的财务记录，并提及空头WolfPack所提及的财务内容。此前，上述做空报告称，爱奇艺将其2019年收入增加了约人民币8-13亿元，并高估了用户数约42％-60％。而因为近期的中美关系紧张以及瑞幸咖啡事件，爱奇艺这次被SEC调查，这才容易被解读为另有意味，引发了市场恐慌情绪。 与此同时，百度持有56%的爱奇艺股权，92.7%的投票权是爱奇艺的第一大股东，因此爱奇艺被调查，也引发了百度股价的盘后大跌——毕竟，现在谁也不知道，假如爱奇艺的虚报用户和价格成真，这会不会是类似于瑞幸或者tiktok的又一个大事件？ 好啦，不废话，来简单说下百度第二季度的财报。 百度的营收增速依然在放缓，同比增长为-1%，跌到了历史新低。不过，环比增加了15%。 百度最为关键的“百度核心”收入为人民币189亿元（约合26.8亿美元），与去年同期","images":[{"img":"https://static.tigerbbs.com/bfedbdd81d3b404c92b1dd4c645fc70b","width":"1080","height":"576"},{"img":"https://static.tigerbbs.com/b355df741b1446089a2ab3ffc2a38c88","width":"640","height":"13"},{"img":"https://static.tigerbbs.com/040c946fe26649c08209d8534dcfdf40","width":"1080","height":"511"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947548508","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941703708,"gmtCreate":1594998185604,"gmtModify":1704207786061,"author":{"id":"3556199856149319","authorId":"3556199856149319","name":"EdieYin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556199856149319","idStr":"3556199856149319"},"themes":[],"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/941703708","repostId":"904764215","repostType":1,"repost":{"id":904764215,"gmtCreate":1561380466049,"gmtModify":1744797329912,"author":{"id":"3524105688774510","authorId":"3524105688774510","name":"66f87bec","avatar":"https://static.tigerbbs.com/d41a9585311541f7bc86d5a24a6c073f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524105688774510","idStr":"3524105688774510"},"themes":[],"title":"QORVO：三足鼎立局面难改，苹果、华为是其前两大客户","htmlText":"作者 | 韦三甲 流程编辑 | Cici 前段时间，一则标题为《有多快？5G在日常使用中的真实体验》的视频火爆了网络。短短两个星期，这个视频在著名视频网站bilibili上的播放量达到了惊人的835.9万次。$Qorvo, Inc.(QRVO)$ （来源：bilibili） 社会各界都在密切关注着5G的进展，因为高速度高质量的网络互联早已深入到人们的日常生活中，比如说微信电话早已代替了电话的功能，比如说随时随地看4K高清视频。 传输速度快，低时延，以往那种“歪？喂？？喂！信号不好听不见”的情况也将不复存在。 不过，充分运用5G技术的前提是，能够拥有与之相匹配的设备。俗话说好马配好鞍，不然鞍再好马不行，也是跑不快的。 在核心设备的组成器件中，有一个很关键的部分就是射频器件。 射频器件是无线通讯设备的基础性零部件，在无线通讯中扮演着两个重要的角色，即在发射信号的过程中扮演着将二进制信号转换成高频率的无线电磁波信号；在接收信号的过程中将收到的电磁波信号转换成二进制数字信号。 美国的Qorvo（NASDAQ：QRVO），就是射频技术领域的佼佼者。这家公司于2015年1月1日，由RF Micro Devices (NASDAQ：RFMD，下称RFMD)和TriQuint Semiconductor (NASDAQ：TQNT，下称TriQuint)正式合并而成。 在合并之前，RFMD为移动装置提供射频集成电路放大装置和信号处理传输设备等，TriQuint则主要生产天线开关、功率放大器以及滤波器等产品。 合并之后的Qorvo，完成了天线、功率放大器芯片、滤波器和射频开关的全产业线布局。 射频器件是无线连接的核心，随着5G和物联网应用的推广，这个行业将迎来持续的增长态势。根据Market research future的研究，全球射频器件的市场规模将以CAGR 16%的速度增长，并在20","listText":"作者 | 韦三甲 流程编辑 | Cici 前段时间，一则标题为《有多快？5G在日常使用中的真实体验》的视频火爆了网络。短短两个星期，这个视频在著名视频网站bilibili上的播放量达到了惊人的835.9万次。$Qorvo, Inc.(QRVO)$ （来源：bilibili） 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