牛牛牛361的个人主页 - 老虎社区

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2023-02-07

职业黑。

别被AI热潮冲昏脑！暴涨的C3.ai或仅是一只“meme股”

2022-11-17

祭

2022-11-17

$智利矿业化工(SQM)$ 也该你创新高了，你才是老大，市值最高！

2022-11-16

$智利矿业化工(SQM)$ 你是要发财报的，可别和创新高的一样。涨不过跌的过[龇牙]

2022-11-16

$美国雅保(ALB)$ 带不动这坑货

2022-11-16

$智利矿业化工(SQM)$ 雅宝出新高都带不动你

2022-09-14

$智利矿业化工(SQM)$买买买买

2022-09-14

$智利矿业化工(SQM)$买多

2022-09-14

$智利矿业化工(SQM)$抱一抱你

2022-09-13

$美国雅保(ALB)$买买买

2022-08-22

$智利矿业化工(SQM)$中国新能源车免征税到2023年底，喜大普奔啊，别被甩下车了[开心] [开心] [财迷] [财迷]

2022-08-19

$智利矿业化工(SQM)$做空力量完胜，赶紧卖，到70接回

2022-08-19

$智利矿业化工(SQM)$疯狂做空，9月16的期权不能碰

2022-08-19

只剩下你自己玩

@美股研究社:锂矿巨头SQM：Q2净利润同比增长857%至8.593亿美元

2022-08-18

$锂电池(BK4545)$要是正8.8就好了

2022-08-18

暴雷啦

抱歉，原内容已删除

2022-08-18

$智利矿业化工(SQM)$走势和暴雷一样

2022-08-12

被拉的还不情不愿

@牛牛牛361:$智利矿业化工(SQM)$拉指数的坑货，还是买别的锂矿

2022-08-10

$智利矿业化工(SQM)$拉指数的坑货，还是买别的锂矿

2022-08-05

$智利矿业化工(SQM)$你就是个笑话

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15:13","market":"us","language":"zh","title":"别被AI热潮冲昏脑！暴涨的C3.ai或仅是一只“meme股”","url":"https://stock-news.laohu8.com/highlight/detail?id=2309738903","media":"智通财经","summary":"过去两周以来，该股股价已暴涨35%。搜索技术被认为是C3.ai业务中最好的技术使用，但这似乎是一个仓促拼凑的产品。C3.ai在第二季度完成了25份合同，同比增长了大约100%。C3.ai的销售团队目前正积极地向全球300多个客户进行联合销售。长期来看，C3.ai预计服务收入将占总收入的10-20%。据报道，去年C3.ai的营销和品牌支出","content":"<html><head></head><body><p>ChatGPT在2023年的股票市场上引爆了有关AI的话题。其中，最引人注目的股票之一无疑就是有着AI代码的企业AI平台提供商C3.ai(AI.US)。过去两周以来，该股股价已暴涨35%。</p><p>那么，C3.ai到底是一家拥有什么技术的公司，在这次“AI热”下，人们又是否能在该股上找到投资机会呢?</p><p><b>生成式人工智能或难带飞</b><b>C3.ai</b></p><p>据了解，C3.ai为企业提供了可扩展的AI平台，作为预测建模的交钥匙解决方案。C3.ai 已经建立了一个数据科学平台，并在该平台上构建了一系列特定于用例的应用程序。该公司将自己标榜为卓越的企业人工智能公司，但这忽略了其当前能力和竞争格局的现实。目前股价的飙升是由对生成式人工智能的炒作推动的，而不是C3.ai未未的前景，投资者应该意识到这一点。这只股票很容易在动量趋势和无知的支持下继续走高，或者可能因为持续糟糕的基本面而崩溃。</p><p>C3.ai目前有42个企业应用程序，在石油和天然气、公用事业、医疗保健、制造业、航空航天、国防和情报领域提供预测分析。该公司成立于2009年1月，从那时起已经花费了超过10亿美元来开发他们的平台。该公司目前的策略是基于这样一种信念:客户更喜欢现成的应用程序，而不是使用现有工具构建自己的应用程序。</p><p>但是客户对应用程序的偏好目前还没有被C3.ai相对于竞争对手的增长率所证实，如果客户重视AI，人们将会困惑为什么他们会使用现成的应用程序，因为这并不能提供竞争优势。</p><p>C3.ai指出，hyperscalers、Cloudera、Apache开源工具、Databricks和DataRobot等是其主要竞争对手。该公司管理层表示，他们通过为客户提供降低软件开发风险的应用程序而取得成功，据C3.ai所知，没有人曾经成功地使用现有工具构建自己的人工智能应用程序，这显然是不正确的。如果没有实现价值，成千上万的组织就不会在Alteryx和Databricks这样的公司投入数亿美元。</p><p>尽管管理层所公开吹捧公司，但C3.ai显然很难在市场上获得吸引力，C3.ai仍在努力挣扎，希望找到一种对公司运营有利的方法。作为其中的一部分，C3.ai最近从基于订阅的模式转换为基于消费的模式。</p><p>这似乎是为了应对在签署价值数千万美元的合同时难以获得足够数量的客户。在大约三年的时间里，新的定价模式应该是收入中性的，但前期成本要低得多，应该会吸引更多的客户。</p><p>最近C3.ai股价的波动很大程度上是由围绕ChatGPT的炒作和大型语言模型潜力所推动的。这很大程度上可能是由于投资者对人工智能和C3.ai实际工作的无知，C3.ai目前的股价很可能主要是由于他们的AI代码。ChatGPT具有令人印象深刻的功能，但这些功能被许多人大大高估了。ChatGPT似乎优化了可信性而不是准确性，这种可信性可能会导致用户在评估准确性时自满。生成式人工智能似乎也不太适合C3.ai的业务，该公司历来专注于物联网和预测分析用例。</p><p><img src=\"https://static.tigerbbs.com/caaad1ac15f03e9e1967f5e405cca3ad\" tg-width=\"601\" tg-height=\"444\" width=\"100%\" height=\"auto\"/></p><p>虽然ChatGPT有明显的用途，但可能需要时间来确定它在哪里有用，在哪里有害。即使像ChatGPT这样的模型被广泛采用，也不清楚能否在其基础上建立可行的业务。OpenAI /<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)将从使用ChatGPT中受益，尽管目前尚不清楚用户是否愿意支付这些服务的费用。在API之上构建UI的公司可能会在大量的竞争和有限的差异化中挣扎。</p><p>C3.ai有追逐潮流的历史，以引起人们对公司的兴趣，并且在激进营销自身方面也很熟练。</p><p>2023年1月底，C3.ai开始利用生成式人工智能的炒作，宣布推出生成式人工智能产品套件，第一个产品是用于企业搜索的生成式人工智能。这为用户提供一个自然语言界面，利用ChatGPT和GPT-3等模型的功能，从组织的信息系统中定位相关数据。搜索技术被认为是C3.ai业务中最好的技术使用，但这似乎是一个仓促拼凑的产品。企业搜索工具已经存在了，而且它们正在朝着语义搜索的方向发展，这有助于提供更好的结果。</p><p>例如，Elastic在其企业搜索产品中利用了向量搜索。向量搜索利用机器学习，通过将非结构化数据(包括文本和图像)转换为向量表示来捕获其含义和上下文。然后向量搜索使用近似近邻算法查找相似数据。相比之下，传统的搜索依赖于关键词、词汇相似度和单词出现的频率。与传统的关键字搜索相比，向量搜索产生更多相关的结果，执行速度更快。虽然这些类型的工具可能不允许用户以对话方式与搜索工具交互，但它们更有可能提供可靠的信息。</p><p><b>财务分析</b></p><p>考虑到当前软件市场的宏观逆风以及C3.ai业务模式的转变，对于业务表现如此糟糕的原因存在相当大的不确定性。C3.ai一直专注于与少数大型组织签订大量合同，这可能会导致一些交易被推迟，但应该比专注于中小企业的供应商面临的困难要少。C3.ai的财务表现显然存在障碍，第三季度的收入增长预计约为同比下降8%，全年约为增长4%。</p><p>转向以消费为基础的定价模式预计将在未来几个季度使收入曲线变平，但到24财年下半年，增长应开始反弹。定价模式的改变在大约三年内不会对收入产生影响，但预计将增加C3进入更广阔市场的机会，并加速客户获取。C3.ai不要求现有客户转换到消费模式，到目前为止，还没有看到客户转换。这应该有助于最大限度地减少与确认前期收入减少有关的暂时困难。</p><p>C3.ai的另一个问题是客户集中度，大约32%的订阅收入来自关联方，其中大部分来自Baker Hughes。如果这种关系恶化了，或者如果C3.ai失去了它的另一个大客户，将对业务产生重大影响。</p><p>对于那些相信C3.ai拥有差异化的技术和吸引客户的价值主张的人来说，该公司有据称6000亿美元的市场机会可以利用。这个估计基本上比在同一领域运营的其他公司的估计要大一个数量级，但该市场是如此的广泛，以至于它似乎毫无意义。</p><p>C3.ai还表示，市场领导者将拥有约50%的市场份额，第二名将拥有15%的份额，第三名将拥有10%的份额，其余公司将为生存而战。虽然这种类型的份额划分在某些软件领域可能是准确的，但分析领域是高度分散的，没有真正的理由相信赢家会占领大部分市场。此外，分析师也并不指望C3.ai成为真正利用这个机会的市场领导者之一。</p><p><img src=\"https://static.tigerbbs.com/71e20a546b19f7ea49a8581c38211489\" tg-width=\"600\" tg-height=\"436\" width=\"100%\" height=\"auto\"/></p><p>C3.ai在第二季度完成了25份合同，同比增长了大约100%。这是令人鼓舞的，但第二季度的平均合同价值仅为80万美元，低于去年同期的1900万美元。随着定价模式的转变，任何季度的潜在客户数量预计都将增加一个数量级。C3.ai的销售团队目前正积极地向全球300多个客户进行联合销售。预订量的多样性继续改善，联邦、航空航天和国防部门表现良好。</p><p><img src=\"https://static.tigerbbs.com/5f26d06c0f60f001c1178907f32ade07\" tg-width=\"596\" tg-height=\"430\" width=\"100%\" height=\"auto\"/></p><p>由于试验和试点的比例较高，毛利润一直在下降，在早期接触阶段，确保获取客户成功所需的成本较高。这一趋势预计将在未来几个季度继续下去，因为来自试点的收入比例将继续增加，这显示了相对较高的促成成本和C3.ai业务的重服务性质。长期来看，C3.ai预计服务收入将占总收入的10-20%。</p><p><img src=\"https://static.tigerbbs.com/c3313af1830903dca8e0489af8aad7f5\" tg-width=\"599\" tg-height=\"438\" width=\"100%\" height=\"auto\"/></p><p>C3.ai最近几个季度的营业利润率非常低，部分原因可以归咎于定价模式的转变和对销售人员的大量投资。考虑到C3.ai的高毛利率、10多年的历史、10多亿美元的研发投资、少量的客户和高合同价值，该公司应该较为有利可图。</p><p><img src=\"https://static.tigerbbs.com/7b0634182c724ba2ee716bded34b8510\" tg-width=\"596\" tg-height=\"441\" width=\"100%\" height=\"auto\"/></p><p>如果运营亏损能够有效地产生粘性收入增长，那么运营亏损是可以接受的，但这对C3.ai来说是值得怀疑的。据报道，去年C3.ai的营销和品牌支出占收入的29%。对于一家专注于企业的公司来说，这似乎不太寻常，因为它可能更依赖于与潜在客户建立密切关系，而不应是建立品牌知名度。</p><p>尽管C3.ai已经在该平台上投资超过10亿美元，并拥有市场上领先的解决方案，但仍将46%的收入用于研发。这可能是由于该公司专注于建筑行业特定的交钥匙应用，这表明高研发成本是该业务的一个结构性特征。公司管理层相信C3.ai最终会有20%的营业利润率，但这将取决于他们的竞争地位和留住客户的能力。</p><p><img src=\"https://static.tigerbbs.com/c6bf0d132f1a7a24ab8f90e7068c426a\" tg-width=\"595\" tg-height=\"446\" width=\"100%\" height=\"auto\"/></p><p>其次，股票薪酬占销售额的比例目前在85%左右，这被归咎于GAAP变幻莫测的会计准则。股票薪酬成本会下降，但会计成本与投资者并没有真正的关系，但这并不意味着股票薪酬没有问题。股权目前被严重稀释，即使公司成功了，这种程度的稀释也会在很大程度上破坏投资理由。</p><p><img src=\"https://static.tigerbbs.com/acc6aebd0e4db1421d0f6435d1eee7fd\" tg-width=\"605\" tg-height=\"99\" width=\"100%\" height=\"auto\"/></p><p>C3.ai目前员工约900人，并继续招聘工程师、数据科学家和销售专业人员。在过去12个月里，招聘的速度已经明显放缓，这应该有助于遏制未来运营费用的增长。</p><p><img src=\"https://static.tigerbbs.com/440ef27e203ab79322dac73aaca550ba\" tg-width=\"598\" tg-height=\"333\" width=\"100%\" height=\"auto\"/></p><p><b>估值</b></p><p>2022年3月，C3.ai以1500万美元回购了约70万股(平均价格约为每股21美元)，这可能表明，管理层认为该股在目前水平上被低估了。不过，虽然C3.ai的交易收入倍数可能不是特别高，但有许多同行SaaS公司有着更好的前景和更低的估值。鉴于高度不确定的增长和盈利前景，很难对C3.ai进行估值，但分析师认为基于折现现金流分析，接近14美元的股价似乎更合理。分析师指出，C3.ai的股价目前与基本面脱节，该股票的短期回报更有可能是被散户炒作所驱动的，更像是meme股一般的涨势。</p></body></html>","source":"stock_zhitongcaijing","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>别被AI热潮冲昏脑！暴涨的C3.ai或仅是一只“meme股”</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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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别被AI热潮冲昏脑！暴涨的C3.ai或仅是一只“meme股”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 15:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/872346.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ChatGPT在2023年的股票市场上引爆了有关AI的话题。其中，最引人注目的股票之一无疑就是有着AI代码的企业AI平台提供商C3.ai(AI.US)。过去两周以来，该股股价已暴涨35%。那么，C3.ai到底是一家拥有什么技术的公司，在这次“AI热”下，人们又是否能在该股上找到投资机会呢?生成式人工智能或难带飞C3.ai据了解，C3.ai为企业提供了可扩展的AI平台，作为预测建模的交钥匙解决方案。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/872346.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/29e2e6cc8396d44d50405ae22eefd5b1","relate_stocks":{"BK4023":"应用软件","BK4587":"ChatGPT概念","BK4551":"寇图资本持仓","BK4543":"AI","AI":"C3.ai, Inc.","BK4528":"SaaS概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/872346.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309738903","content_text":"ChatGPT在2023年的股票市场上引爆了有关AI的话题。其中，最引人注目的股票之一无疑就是有着AI代码的企业AI平台提供商C3.ai(AI.US)。过去两周以来，该股股价已暴涨35%。那么，C3.ai到底是一家拥有什么技术的公司，在这次“AI热”下，人们又是否能在该股上找到投资机会呢?生成式人工智能或难带飞C3.ai据了解，C3.ai为企业提供了可扩展的AI平台，作为预测建模的交钥匙解决方案。C3.ai 已经建立了一个数据科学平台，并在该平台上构建了一系列特定于用例的应用程序。该公司将自己标榜为卓越的企业人工智能公司，但这忽略了其当前能力和竞争格局的现实。目前股价的飙升是由对生成式人工智能的炒作推动的，而不是C3.ai未未的前景，投资者应该意识到这一点。这只股票很容易在动量趋势和无知的支持下继续走高，或者可能因为持续糟糕的基本面而崩溃。C3.ai目前有42个企业应用程序，在石油和天然气、公用事业、医疗保健、制造业、航空航天、国防和情报领域提供预测分析。该公司成立于2009年1月，从那时起已经花费了超过10亿美元来开发他们的平台。该公司目前的策略是基于这样一种信念:客户更喜欢现成的应用程序，而不是使用现有工具构建自己的应用程序。但是客户对应用程序的偏好目前还没有被C3.ai相对于竞争对手的增长率所证实，如果客户重视AI，人们将会困惑为什么他们会使用现成的应用程序，因为这并不能提供竞争优势。C3.ai指出，hyperscalers、Cloudera、Apache开源工具、Databricks和DataRobot等是其主要竞争对手。该公司管理层表示，他们通过为客户提供降低软件开发风险的应用程序而取得成功，据C3.ai所知，没有人曾经成功地使用现有工具构建自己的人工智能应用程序，这显然是不正确的。如果没有实现价值，成千上万的组织就不会在Alteryx和Databricks这样的公司投入数亿美元。尽管管理层所公开吹捧公司，但C3.ai显然很难在市场上获得吸引力，C3.ai仍在努力挣扎，希望找到一种对公司运营有利的方法。作为其中的一部分，C3.ai最近从基于订阅的模式转换为基于消费的模式。这似乎是为了应对在签署价值数千万美元的合同时难以获得足够数量的客户。在大约三年的时间里，新的定价模式应该是收入中性的，但前期成本要低得多，应该会吸引更多的客户。最近C3.ai股价的波动很大程度上是由围绕ChatGPT的炒作和大型语言模型潜力所推动的。这很大程度上可能是由于投资者对人工智能和C3.ai实际工作的无知，C3.ai目前的股价很可能主要是由于他们的AI代码。ChatGPT具有令人印象深刻的功能，但这些功能被许多人大大高估了。ChatGPT似乎优化了可信性而不是准确性，这种可信性可能会导致用户在评估准确性时自满。生成式人工智能似乎也不太适合C3.ai的业务，该公司历来专注于物联网和预测分析用例。虽然ChatGPT有明显的用途，但可能需要时间来确定它在哪里有用，在哪里有害。即使像ChatGPT这样的模型被广泛采用，也不清楚能否在其基础上建立可行的业务。OpenAI /微软(MSFT.US)将从使用ChatGPT中受益，尽管目前尚不清楚用户是否愿意支付这些服务的费用。在API之上构建UI的公司可能会在大量的竞争和有限的差异化中挣扎。C3.ai有追逐潮流的历史，以引起人们对公司的兴趣，并且在激进营销自身方面也很熟练。2023年1月底，C3.ai开始利用生成式人工智能的炒作，宣布推出生成式人工智能产品套件，第一个产品是用于企业搜索的生成式人工智能。这为用户提供一个自然语言界面，利用ChatGPT和GPT-3等模型的功能，从组织的信息系统中定位相关数据。搜索技术被认为是C3.ai业务中最好的技术使用，但这似乎是一个仓促拼凑的产品。企业搜索工具已经存在了，而且它们正在朝着语义搜索的方向发展，这有助于提供更好的结果。例如，Elastic在其企业搜索产品中利用了向量搜索。向量搜索利用机器学习，通过将非结构化数据(包括文本和图像)转换为向量表示来捕获其含义和上下文。然后向量搜索使用近似近邻算法查找相似数据。相比之下，传统的搜索依赖于关键词、词汇相似度和单词出现的频率。与传统的关键字搜索相比，向量搜索产生更多相关的结果，执行速度更快。虽然这些类型的工具可能不允许用户以对话方式与搜索工具交互，但它们更有可能提供可靠的信息。财务分析考虑到当前软件市场的宏观逆风以及C3.ai业务模式的转变，对于业务表现如此糟糕的原因存在相当大的不确定性。C3.ai一直专注于与少数大型组织签订大量合同，这可能会导致一些交易被推迟，但应该比专注于中小企业的供应商面临的困难要少。C3.ai的财务表现显然存在障碍，第三季度的收入增长预计约为同比下降8%，全年约为增长4%。转向以消费为基础的定价模式预计将在未来几个季度使收入曲线变平，但到24财年下半年，增长应开始反弹。定价模式的改变在大约三年内不会对收入产生影响，但预计将增加C3进入更广阔市场的机会，并加速客户获取。C3.ai不要求现有客户转换到消费模式，到目前为止，还没有看到客户转换。这应该有助于最大限度地减少与确认前期收入减少有关的暂时困难。C3.ai的另一个问题是客户集中度，大约32%的订阅收入来自关联方，其中大部分来自Baker Hughes。如果这种关系恶化了，或者如果C3.ai失去了它的另一个大客户，将对业务产生重大影响。对于那些相信C3.ai拥有差异化的技术和吸引客户的价值主张的人来说，该公司有据称6000亿美元的市场机会可以利用。这个估计基本上比在同一领域运营的其他公司的估计要大一个数量级，但该市场是如此的广泛，以至于它似乎毫无意义。C3.ai还表示，市场领导者将拥有约50%的市场份额，第二名将拥有15%的份额，第三名将拥有10%的份额，其余公司将为生存而战。虽然这种类型的份额划分在某些软件领域可能是准确的，但分析领域是高度分散的，没有真正的理由相信赢家会占领大部分市场。此外，分析师也并不指望C3.ai成为真正利用这个机会的市场领导者之一。C3.ai在第二季度完成了25份合同，同比增长了大约100%。这是令人鼓舞的，但第二季度的平均合同价值仅为80万美元，低于去年同期的1900万美元。随着定价模式的转变，任何季度的潜在客户数量预计都将增加一个数量级。C3.ai的销售团队目前正积极地向全球300多个客户进行联合销售。预订量的多样性继续改善，联邦、航空航天和国防部门表现良好。由于试验和试点的比例较高，毛利润一直在下降，在早期接触阶段，确保获取客户成功所需的成本较高。这一趋势预计将在未来几个季度继续下去，因为来自试点的收入比例将继续增加，这显示了相对较高的促成成本和C3.ai业务的重服务性质。长期来看，C3.ai预计服务收入将占总收入的10-20%。C3.ai最近几个季度的营业利润率非常低，部分原因可以归咎于定价模式的转变和对销售人员的大量投资。考虑到C3.ai的高毛利率、10多年的历史、10多亿美元的研发投资、少量的客户和高合同价值，该公司应该较为有利可图。如果运营亏损能够有效地产生粘性收入增长，那么运营亏损是可以接受的，但这对C3.ai来说是值得怀疑的。据报道，去年C3.ai的营销和品牌支出占收入的29%。对于一家专注于企业的公司来说，这似乎不太寻常，因为它可能更依赖于与潜在客户建立密切关系，而不应是建立品牌知名度。尽管C3.ai已经在该平台上投资超过10亿美元，并拥有市场上领先的解决方案，但仍将46%的收入用于研发。这可能是由于该公司专注于建筑行业特定的交钥匙应用，这表明高研发成本是该业务的一个结构性特征。公司管理层相信C3.ai最终会有20%的营业利润率，但这将取决于他们的竞争地位和留住客户的能力。其次，股票薪酬占销售额的比例目前在85%左右，这被归咎于GAAP变幻莫测的会计准则。股票薪酬成本会下降，但会计成本与投资者并没有真正的关系，但这并不意味着股票薪酬没有问题。股权目前被严重稀释，即使公司成功了，这种程度的稀释也会在很大程度上破坏投资理由。C3.ai目前员工约900人，并继续招聘工程师、数据科学家和销售专业人员。在过去12个月里，招聘的速度已经明显放缓，这应该有助于遏制未来运营费用的增长。估值2022年3月，C3.ai以1500万美元回购了约70万股(平均价格约为每股21美元)，这可能表明，管理层认为该股在目前水平上被低估了。不过，虽然C3.ai的交易收入倍数可能不是特别高，但有许多同行SaaS公司有着更好的前景和更低的估值。鉴于高度不确定的增长和盈利前景，很难对C3.ai进行估值，但分析师认为基于折现现金流分析，接近14美元的股价似乎更合理。分析师指出，C3.ai的股价目前与基本面脱节，该股票的短期回报更有可能是被散户炒作所驱动的，更像是meme股一般的涨势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667823794,"gmtCreate":1668698521919,"gmtModify":1668698523476,"author":{"id":"3562429561285498","authorId":"3562429561285498","name":"牛牛牛361","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"祭","listText":"祭","text":"祭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667823794","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667817552,"gmtCreate":1668689830276,"gmtModify":1668689831476,"author":{"id":"3562429561285498","authorId":"3562429561285498","name":"牛牛牛361","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/SQM\">$智利矿业化工(SQM)$</a>&nbsp;发布2022年半年报。上半年，公司总收入46.186亿美元，同比增长314%；净利润16.554亿美元，同比增长940%以上；毛利润达24.621亿美元，同比增长663%。上半年，SQM锂及其衍生产品业务的毛利率约占公司综合毛利率的73%。SQM预计，与去年相比，今年市场对锂的需求将至少增长35%。公告显示，SQM第二季度净利润8.593亿美元，同比增长857%；毛利润12.974亿美元，同比增长598%；总收入25.988亿美元，同比增长342%。今年上半年，SQM锂及衍生产品的销售收入总额32.93亿美元，2021上半年收入2.983亿美元，同比增长1004%。第二季度SQM的锂和衍生品销售收入达到18.466亿美元，而2021年第二季度的收入为1.63亿美元，同比增长1033%。SQM表示，公司的积极业绩表现主要由于第二季度的锂化合物价格明显高于一季度，锂化合物平均价格超过每公吨54000美元。与此同时，公司锂化合物产量增长迅猛。第二季度从智利的出口量创纪录水平，表明未来几个季度的销售量将继续增长。公司表示，今年的锂化合物销售量将至少达到14.5万公吨。同时，上半年公司碘和衍生产品收入为3.267亿美元，同比增长48.8%。第二季度碘和衍生物的收入达到1.742亿美元，比2021年第二季度的1.239亿美元增长40.6%。上半年，公司氯化钾和硫酸钾销售收入总计2.965亿美元，同比增长148.6%。第二季度氯化钾和硫酸钾的收入同比增长209.4%，达到1.824亿美元。上半年，公司锂及其衍生产品的毛利率约占SQM综合毛利率的73%。SQ","text":"美股研究社获悉，据中国证券报消息，北京时间8月18日，全球锂矿巨头智利矿业化工（SQM）$智利矿业化工(SQM)$ 发布2022年半年报。上半年，公司总收入46.186亿美元，同比增长314%；净利润16.554亿美元，同比增长940%以上；毛利润达24.621亿美元，同比增长663%。上半年，SQM锂及其衍生产品业务的毛利率约占公司综合毛利率的73%。SQM预计，与去年相比，今年市场对锂的需求将至少增长35%。公告显示，SQM第二季度净利润8.593亿美元，同比增长857%；毛利润12.974亿美元，同比增长598%；总收入25.988亿美元，同比增长342%。今年上半年，SQM锂及衍生产品的销售收入总额32.93亿美元，2021上半年收入2.983亿美元，同比增长1004%。第二季度SQM的锂和衍生品销售收入达到18.466亿美元，而2021年第二季度的收入为1.63亿美元，同比增长1033%。SQM表示，公司的积极业绩表现主要由于第二季度的锂化合物价格明显高于一季度，锂化合物平均价格超过每公吨54000美元。与此同时，公司锂化合物产量增长迅猛。第二季度从智利的出口量创纪录水平，表明未来几个季度的销售量将继续增长。公司表示，今年的锂化合物销售量将至少达到14.5万公吨。同时，上半年公司碘和衍生产品收入为3.267亿美元，同比增长48.8%。第二季度碘和衍生物的收入达到1.742亿美元，比2021年第二季度的1.239亿美元增长40.6%。上半年，公司氯化钾和硫酸钾销售收入总计2.965亿美元，同比增长148.6%。第二季度氯化钾和硫酸钾的收入同比增长209.4%，达到1.824亿美元。上半年，公司锂及其衍生产品的毛利率约占SQM综合毛利率的73%。SQ","images":[{"img":"https://static.tigerbbs.com/338026e92840ea91f84aa79803c9d277","width":"375","height":"348"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687138003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687890183,"gmtCreate":1660835781946,"gmtModify":1660835781946,"author":{"id":"3562429561285498","authorId":"3562429561285498","name":"牛牛牛361","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BK4545\">$锂电池(BK4545)$</a>要是正8.8就好了","listText":"<a href=\"https://laohu8.com/S/BK4545\">$锂电池(BK4545)$</a>要是正8.8就好了","text":"$锂电池(BK4545)$要是正8.8就好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687890183","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687806373,"gmtCreate":1660833504496,"gmtModify":1660833504496,"author":{"id":"3562429561285498","authorId":"3562429561285498","name":"牛牛牛361","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"暴雷啦","listText":"暴雷啦","text":"暴雷啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687806373","repostId":"2260804664","repostType":2,"repost":{"id":"2260804664","pubTimestamp":1660790460,"share":"https://www.laohu8.com/m/news/2260804664?lang=&edition=full","pubTime":"2022-08-18 10:41","market":"us","language":"zh","title":"智利矿业化工：上半年净利润同比增长逾940%","url":"https://stock-news.laohu8.com/highlight/detail?id=2260804664","media":"财通社","summary":"【智利矿业化工：上半年净利润同比增长逾940%】智利矿业化工公布，截至2022年6月30日止六个月，净利润为16.554亿美元，较截至2021年6月30日的六个月的1.578亿美元增长了940%以上。","content":"<html><body><article><p>【<a href=\"https://laohu8.com/S/SQM\">智利矿业化工</a>：上半年<span>净利润</span>同比增长逾940%】智利矿业化工公布，截至2022年6月30日止六个月，净利润为16.554亿美元，较截至2021年6月30日的六个月的1.578亿美元增长了940%以上。</p></article></body></html>","source":"tencent","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>智利矿业化工：上半年净利润同比增长逾940%</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智利矿业化工：上半年净利润同比增长逾940%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 10:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022081810415382187e1e&s=b><strong>财通社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【智利矿业化工：上半年净利润同比增长逾940%】智利矿业化工公布，截至2022年6月30日止六个月，净利润为16.554亿美元，较截至2021年6月30日的六个月的1.578亿美元增长了940%以上。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022081810415382187e1e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQM":"智利矿业化工"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022081810415382187e1e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2260804664","content_text":"【智利矿业化工：上半年净利润同比增长逾940%】智利矿业化工公布，截至2022年6月30日止六个月，净利润为16.554亿美元，较截至2021年6月30日的六个月的1.578亿美元增长了940%以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}