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AndyChai
2021-08-18
Niu
@桃李春风益点财:别盯着锂电了!政策红利即将转向它?!
AndyChai
2021-08-18
Nicer
抱歉,原内容已删除
AndyChai
2021-08-13
Nice
@美股研究社:时代“前浪”迅雷被拍打暗礁,Q2财报或道出缘由
AndyChai
2021-08-11
Awesome
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AndyChai
2021-08-05
Nice
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AndyChai
2021-08-02
Cool
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AndyChai
2021-08-01
Pretty sad
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AndyChai
2021-07-31
Merger is imposibble but could happen is collaboration so that both can continue become market leader without doubts
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AndyChai
2021-07-31
Are you sure your information is correct?
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AndyChai
2021-07-31
Nice
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AndyChai
2021-07-30
Great
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AndyChai
2021-07-29
Nice
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AndyChai
2021-07-28
Nice
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AndyChai
2021-07-27
Great
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AndyChai
2021-07-26
Well done
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AndyChai
2021-07-25
Nice
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AndyChai
2021-07-23
Wow another IPO why nowadays so many IPO later all crash how
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AndyChai
2021-07-23
Awesome
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AndyChai
2021-07-22
$Apple(AAPL)$
awesome
AndyChai
2021-07-22
Nice
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","listText":"Niu ","text":"Niu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831198013","repostId":"831101408","repostType":1,"repost":{"id":831101408,"gmtCreate":1629293431104,"gmtModify":1629293431104,"author":{"id":"3497328009582754","authorId":"3497328009582754","name":"桃李春风益点财","avatar":"https://static.tigerbbs.com/dc8827e0d2ccb8087a4e15cbe447ad5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497328009582754","idStr":"3497328009582754"},"themes":[],"title":"别盯着锂电了!政策红利即将转向它?!","htmlText":"我在上周发的《储能行业深度解读,三大重磅政策充分打开储能市场前景!》文章最后写到氢能发展的战略位置越来越高,提醒大家关注氢能的政策利好。氢能板块前些天的表现很强势,行情走完了吗?是不是炒概念?接下来要关注什么?今天我们来详说氢能。 图片源自网络,版权属原作者今年3月底,长城汽车发布氢能战略发布会,同时举办了以“终极能源氢能,距离我们有多远”为主题的圆桌论坛。当时,看了一眼这个新闻,加上之前看过的一些行业报道,总觉得氢能距离我们还很遥远。这个遥远,第一是从消费者的角度来看,氢能目前还没什么使用场景;第二是从产业的商业化阶段来看,现有的技术和成本都很难实现规模化应用;第三从投资者的角度看,哪怕是所谓的氢能龙头,其氢能业务占比还很低,离给业绩做贡献还很远。后来我反思了一下,忘记以前是谁说过这句话,借用来总结我的反思挺好,大意就是以终局思维看问题会失去很多过程中的机会。反思过后,我认为对于氢能,就像十年前的锂电池一样,除了技术进步、降本、需求的推动,在产业发展的前期,要多关注政策推动的波动。今天我们就从氢能的发展阶段、各国氢能产业政策、氢能产业链来梳理一下。1、 氢能是终极能源吗?为什么要大力发展?为什么氢能会被冠以“终极能源”的称号呢?1. 作为二次能源,氢燃烧后只产生水,既不产生二氧化碳,也不产生颗粒物,是真正的零排放能源。在全球碳中和的目标下,这点显得尤其重要。2. 氢燃料来源广泛,可以通过水或可再生能源获得,也可以从石油、天然气、煤炭中获得。3. 氢的能量转化效率也很高,为内燃机的2-3倍。4. 无毒:氢气无味无毒,不会造成人体中毒。此外,氢气分子量为2, 仅为空气的1/14, 因此,氢气泄漏于空气中会自动逃离地面,不会形成聚集,不像其他燃油燃气在聚集地面时有易爆的危险(氢气易燃,燃烧时火焰垂直向上,但是不易爆)","listText":"我在上周发的《储能行业深度解读,三大重磅政策充分打开储能市场前景!》文章最后写到氢能发展的战略位置越来越高,提醒大家关注氢能的政策利好。氢能板块前些天的表现很强势,行情走完了吗?是不是炒概念?接下来要关注什么?今天我们来详说氢能。 图片源自网络,版权属原作者今年3月底,长城汽车发布氢能战略发布会,同时举办了以“终极能源氢能,距离我们有多远”为主题的圆桌论坛。当时,看了一眼这个新闻,加上之前看过的一些行业报道,总觉得氢能距离我们还很遥远。这个遥远,第一是从消费者的角度来看,氢能目前还没什么使用场景;第二是从产业的商业化阶段来看,现有的技术和成本都很难实现规模化应用;第三从投资者的角度看,哪怕是所谓的氢能龙头,其氢能业务占比还很低,离给业绩做贡献还很远。后来我反思了一下,忘记以前是谁说过这句话,借用来总结我的反思挺好,大意就是以终局思维看问题会失去很多过程中的机会。反思过后,我认为对于氢能,就像十年前的锂电池一样,除了技术进步、降本、需求的推动,在产业发展的前期,要多关注政策推动的波动。今天我们就从氢能的发展阶段、各国氢能产业政策、氢能产业链来梳理一下。1、 氢能是终极能源吗?为什么要大力发展?为什么氢能会被冠以“终极能源”的称号呢?1. 作为二次能源,氢燃烧后只产生水,既不产生二氧化碳,也不产生颗粒物,是真正的零排放能源。在全球碳中和的目标下,这点显得尤其重要。2. 氢燃料来源广泛,可以通过水或可再生能源获得,也可以从石油、天然气、煤炭中获得。3. 氢的能量转化效率也很高,为内燃机的2-3倍。4. 无毒:氢气无味无毒,不会造成人体中毒。此外,氢气分子量为2, 仅为空气的1/14, 因此,氢气泄漏于空气中会自动逃离地面,不会形成聚集,不像其他燃油燃气在聚集地面时有易爆的危险(氢气易燃,燃烧时火焰垂直向上,但是不易爆)","text":"我在上周发的《储能行业深度解读,三大重磅政策充分打开储能市场前景!》文章最后写到氢能发展的战略位置越来越高,提醒大家关注氢能的政策利好。氢能板块前些天的表现很强势,行情走完了吗?是不是炒概念?接下来要关注什么?今天我们来详说氢能。 图片源自网络,版权属原作者今年3月底,长城汽车发布氢能战略发布会,同时举办了以“终极能源氢能,距离我们有多远”为主题的圆桌论坛。当时,看了一眼这个新闻,加上之前看过的一些行业报道,总觉得氢能距离我们还很遥远。这个遥远,第一是从消费者的角度来看,氢能目前还没什么使用场景;第二是从产业的商业化阶段来看,现有的技术和成本都很难实现规模化应用;第三从投资者的角度看,哪怕是所谓的氢能龙头,其氢能业务占比还很低,离给业绩做贡献还很远。后来我反思了一下,忘记以前是谁说过这句话,借用来总结我的反思挺好,大意就是以终局思维看问题会失去很多过程中的机会。反思过后,我认为对于氢能,就像十年前的锂电池一样,除了技术进步、降本、需求的推动,在产业发展的前期,要多关注政策推动的波动。今天我们就从氢能的发展阶段、各国氢能产业政策、氢能产业链来梳理一下。1、 氢能是终极能源吗?为什么要大力发展?为什么氢能会被冠以“终极能源”的称号呢?1. 作为二次能源,氢燃烧后只产生水,既不产生二氧化碳,也不产生颗粒物,是真正的零排放能源。在全球碳中和的目标下,这点显得尤其重要。2. 氢燃料来源广泛,可以通过水或可再生能源获得,也可以从石油、天然气、煤炭中获得。3. 氢的能量转化效率也很高,为内燃机的2-3倍。4. 无毒:氢气无味无毒,不会造成人体中毒。此外,氢气分子量为2, 仅为空气的1/14, 因此,氢气泄漏于空气中会自动逃离地面,不会形成聚集,不像其他燃油燃气在聚集地面时有易爆的危险(氢气易燃,燃烧时火焰垂直向上,但是不易爆)","images":[{"img":"https://static.tigerbbs.com/38d41737e94f09a65b32b2092036fda0","width":"688","height":"459"},{"img":"https://static.tigerbbs.com/044633563648bfa203a5c5c909540a2d","width":"688","height":"425"},{"img":"https://static.tigerbbs.com/8b1db85c28dbc77e64daff022f21607f","width":"688","height":"455"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831101408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831191387,"gmtCreate":1629293781149,"gmtModify":1631891266443,"author":{"id":"4089165323477880","authorId":"4089165323477880","name":"AndyChai","avatar":"https://static.tigerbbs.com/ad29465bea6ca4af4cbda6b96654b7ee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089165323477880","idStr":"4089165323477880"},"themes":[],"title":"","htmlText":"Nicer","listText":"Nicer","text":"Nicer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831191387","repostId":"1102109522","repostType":4,"isVote":1,"tweetType":1,"viewCount":2572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894765919,"gmtCreate":1628858249531,"gmtModify":1631891266462,"author":{"id":"4089165323477880","authorId":"4089165323477880","name":"AndyChai","avatar":"https://static.tigerbbs.com/ad29465bea6ca4af4cbda6b96654b7ee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089165323477880","idStr":"4089165323477880"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894765919","repostId":"894711779","repostType":1,"repost":{"id":894711779,"gmtCreate":1628856450491,"gmtModify":1628912232530,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"时代“前浪”迅雷被拍打暗礁,Q2财报或道出缘由","htmlText":"PC时代,迅雷曾是一众下载器中的佼佼者。但随着PC互联网趋于饱和,时代加速发展,企业公司经历了一轮又一轮洗牌,迅雷也被浪潮一次又一次拍打在暗礁上。此后,迅雷不再被市场所推崇,股价也从上市发行价的12美元跌至3美元左右。北京时间8月12日,迅雷<a target=\"_blank\" href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a> 公布2021年第二季度财报。截至8月12日美股收盘,迅雷股价跌8.37%,报3.72美元。为顺应时代发展,迅雷也想穿上新衣——拓展共享计算和区块链业务。踏入云计算领域后,迅雷后续发展如何?从本季度财报中我们或许能一探究竟。欲建“护城河”却差实力财报数据显示,迅雷2021年二季度总营收5520万美元,同比上升24.6%,环比上升3.6%,达到收入预期。目前迅雷收入主要源于三个业务板块:“会员服务”、“云计算及其它IVAS”和“广告业务”,其中,前两者占据总收入比例较大,是营收的主要来源。二季度,迅雷来自会员服务的收入为2270万美元,环比微升3.0%。营收与上季度差别不大,但本季度会员的数量有所下降,截至2021年6月30日,迅雷会员用户数约为396万,上季度会员用户数约为405万。迅雷算得上是PC骨灰级下载器,在顺应时代发展中,迅雷曾转型区块链,推出玩客云、链克等多款产品。区块链曾给迅雷带来过股价飞涨、营收翻倍的短象,但没多久迅雷的营收又开始下滑,甚至出现了亏损迹象。老骥伏枥,迅雷不得不重操旧业,拾起能赚钱的下载服务。兜兜转转过去许多年,如今从迅雷的会员数据来看,算不上不好,但远不能比拟往昔风光。出生于2012年的百度网盘,在2019年时付费用户已经突破5000万。此前百度网盘在原来的会员基础上增加了单日、单次收费模式,这给百度网盘带来大量新增付费用户。据Questmobile数据显示,2019","listText":"PC时代,迅雷曾是一众下载器中的佼佼者。但随着PC互联网趋于饱和,时代加速发展,企业公司经历了一轮又一轮洗牌,迅雷也被浪潮一次又一次拍打在暗礁上。此后,迅雷不再被市场所推崇,股价也从上市发行价的12美元跌至3美元左右。北京时间8月12日,迅雷<a target=\"_blank\" href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a> 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