宸宸必胜的个人主页 - 老虎社区

宸宸必胜

宸宸必胜

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0勋章

2025-12-16

图片看不到，

@美股小猫咪2:UiPath：为数不多仍被低估的智能体AI股票之一

2025-12-09

$Medline Inc(MDLN)$ 老虎可以打新吗？

2025-12-03

没说是怎么操作的啊是正股还是期权呢？

2025-09-19

现金打打一点看看

2025-09-12

55

2025-09-12

感谢老虎

2025-09-09

多谢博主提供信息

@小虎活动:【有奖活动】五大热门IPO齐发，你投谁一票？

2025-08-03

这篇文章不错，转发给大家看看

@谋定后动:鱼咬钩了，但别急 2025年第31周｜总第233期

2025-07-31

240美元差不多

2025-07-01

$蓝思科技(06613)$ 全球领先的消费电子及智能汽车精密制造商，2024年收入近700亿人民币，利润近37亿，行业地位稳固。每股17.38-18.18港元，入场费3672港元。 <br>

2025-06-20

演都不演了，

2025-06-04

‌$迈威尔科技(MRVL)$ ‌难道要雄起了？？？有明白的指点下‌[财迷] ‌

2025-06-04

‌$迈威尔科技(MRVL)$ ‌没看到什么利好怎么吃了个大肉

去老虎APP查看更多动态

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在GAAP基础上，公司也实现了正向运营利润。虽然此前曾临近GAAP盈利，但本次电话会上，管理","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511279449576368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509122857324752,"gmtCreate":1765276182408,"gmtModify":1765276184603,"author":{"id":"4196942274101420","authorId":"4196942274101420","name":"宸宸必胜","avatar":"https://static.tigerbbs.com/e7b054fd148e56deb29cb94d10ee0436","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196942274101420","authorIdStr":"4196942274101420"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MDLN\">$Medline Inc(MDLN)$ </a> 老虎可以打新吗？","listText":"<a href=\"https://laohu8.com/S/MDLN\">$Medline Inc(MDLN)$ 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<a href=\"https://laohu8.com/S/KLAR\">$Klarna Group plc(KLAR)$</a> 欧洲“先买后付”支付巨头，计划募资12.7亿美元，估值或达140亿美元。曾经高达456亿美元的估值，在疫情后大幅回调，如今强势回归市场。一家来自瑞典的“先买后付”支付平台，拟在纽约证券交易所上市，发行价区间为每股35至37美元，总共发行3430万股，公司上市估值可达140亿美元，值得注意的是，Klarna在2021年估值曾高达456亿美元，后因市场调整一度跌至67亿美元，如今重返资本市场，颇具象征意义。 <a href=\"https://laohu8.com/S/GEMI\">$Gemini Space Station, Inc.(GEMI)$</a> 加密货币交易所，由Winklevoss兄弟创立，拟在纳斯达克上市，发行约1667万股，定价区间为每股17至19美元，目标估值22亿美元，计划募资3.17亿美元。Gemini 2024年营收为1.42亿美元，2025年上半年下降至6870万美元，净亏损则扩大至2.825亿美元。 <a href=\"https://laohu8.com/S/BRCB\">$Black Rock Coffee Bar, Inc.(BRCB)$</a> 成长迅猛的连锁咖啡品牌，主打美国年轻消费群体，计划在纳斯达克挂牌上市，代码为BRCB，发行约1470万股，定价区间为每股16至18美元，预计估值为8.61亿美元，募资约2.65亿美元。<a href=\"https://laohu8.com/S/FIGR\">$Figure</a>","listText":"美股IPO热潮重燃，五家明星企业即将登陆资本市场！随着关税担忧缓解、市场情绪修复，美股迎来了9月至10月的IPO黄金窗口期。这个秋天，一大波潜力新股正在路上，而其中的“五大热门IPO”，你最看好哪一个？公司介绍 <a href=\"https://laohu8.com/S/KLAR\">$Klarna Group plc(KLAR)$</a> 欧洲“先买后付”支付巨头，计划募资12.7亿美元，估值或达140亿美元。曾经高达456亿美元的估值，在疫情后大幅回调，如今强势回归市场。一家来自瑞典的“先买后付”支付平台，拟在纽约证券交易所上市，发行价区间为每股35至37美元，总共发行3430万股，公司上市估值可达140亿美元，值得注意的是，Klarna在2021年估值曾高达456亿美元，后因市场调整一度跌至67亿美元，如今重返资本市场，颇具象征意义。 <a href=\"https://laohu8.com/S/GEMI\">$Gemini Space Station, Inc.(GEMI)$</a> 加密货币交易所，由Winklevoss兄弟创立，拟在纳斯达克上市，发行约1667万股，定价区间为每股17至19美元，目标估值22亿美元，计划募资3.17亿美元。Gemini 2024年营收为1.42亿美元，2025年上半年下降至6870万美元，净亏损则扩大至2.825亿美元。 <a href=\"https://laohu8.com/S/BRCB\">$Black Rock Coffee Bar, Inc.(BRCB)$</a> 成长迅猛的连锁咖啡品牌，主打美国年轻消费群体，计划在纳斯达克挂牌上市，代码为BRCB，发行约1470万股，定价区间为每股16至18美元，预计估值为8.61亿美元，募资约2.65亿美元。<a href=\"https://laohu8.com/S/FIGR\">$Figure</a>","text":"美股IPO热潮重燃，五家明星企业即将登陆资本市场！随着关税担忧缓解、市场情绪修复，美股迎来了9月至10月的IPO黄金窗口期。这个秋天，一大波潜力新股正在路上，而其中的“五大热门IPO”，你最看好哪一个？公司介绍 $Klarna Group plc(KLAR)$ 欧洲“先买后付”支付巨头，计划募资12.7亿美元，估值或达140亿美元。曾经高达456亿美元的估值，在疫情后大幅回调，如今强势回归市场。一家来自瑞典的“先买后付”支付平台，拟在纽约证券交易所上市，发行价区间为每股35至37美元，总共发行3430万股，公司上市估值可达140亿美元，值得注意的是，Klarna在2021年估值曾高达456亿美元，后因市场调整一度跌至67亿美元，如今重返资本市场，颇具象征意义。 $Gemini Space Station, Inc.(GEMI)$ 加密货币交易所，由Winklevoss兄弟创立，拟在纳斯达克上市，发行约1667万股，定价区间为每股17至19美元，目标估值22亿美元，计划募资3.17亿美元。Gemini 2024年营收为1.42亿美元，2025年上半年下降至6870万美元，净亏损则扩大至2.825亿美元。 $Black Rock Coffee Bar, Inc.(BRCB)$ 成长迅猛的连锁咖啡品牌，主打美国年轻消费群体，计划在纳斯达克挂牌上市，代码为BRCB，发行约1470万股，定价区间为每股16至18美元，预计估值为8.61亿美元，募资约2.65亿美元。$Figure","images":[{"img":"https://static.tigerbbs.com/4f719312e719f472c99186c292d00331","width":"1024","height":"1536"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476480239136968","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5435,"gmtBegin":1757333051625,"gmtEnd":1757602800100,"type":1,"upper":1,"title":"五大热门IPO”，你最看好哪一个？","choices":[{"id":18417,"sort":1,"name":"Klarna (KLAR）","userSize":30,"voted":false},{"id":18418,"sort":2,"name":"Gemini (GEMI）","userSize":46,"voted":false},{"id":18419,"sort":3,"name":" BRCB","userSize":6,"voted":false},{"id":18420,"sort":4,"name":"Figure (FIGR）","userSize":166,"voted":false},{"id":18421,"sort":5,"name":"Legence (LGN)","userSize":12,"voted":false}]},"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463595444556096,"gmtCreate":1754188181937,"gmtModify":1754188183485,"author":{"id":"4196942274101420","authorId":"4196942274101420","name":"宸宸必胜","avatar":"https://static.tigerbbs.com/e7b054fd148e56deb29cb94d10ee0436","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4196942274101420","authorIdStr":"4196942274101420"},"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":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463595444556096","repostId":"463383443358120","repostType":1,"repost":{"id":463383443358120,"gmtCreate":1754136451364,"gmtModify":1754143418784,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"鱼咬钩了，但别急 2025年第31周｜总第233期","htmlText":"美股上周原本风平浪静，谁料周五突遭重击，纳指重挫超 2%。罪魁祸首，是一份彻底“打脸”的就业数据：7月非农新增岗位仅 7.3 万，远低于市场底线（预期至少 10 万）；更令人震惊的是，5月和6月的数据合计被大幅下修25.8万，原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下：本以为是“软着陆”中的温和降温，现在却开始担心，劳动力市场是不是早就从减速滑向失速？这是否意味着，美国经济的“增长神话”正面临破裂的拐点？ 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%（32个月低点），U-6失业率或称“广义失业率”升至 7.9 %，显示更多人处于兼职、半失业或边缘状态； 除医疗与社会服务外，制造业、商业服务、政府岗位全面流失。 整体来看，就业市场正站在悬崖边缘，离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言，虽然现在还谈不上崩盘，但这种持续性的降温正在积聚压力，暗示问题早晚会爆发。 这份报告中唯一稍显安慰的，可能是薪资数据：7 月平均时薪环比增长 0.3%、同比增长 3.9%，略高于市场预期。但在投资者眼中，这更像是一个“落后指标”，在整体就业疲弱的大背景下，薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后，CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息，言辞近似于泼妇骂街了，这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到：若降息是因经济失速而非通胀好转，那么降息对股市并非是好事。 在这样风向突变的环境中，接下来的美股怎么看？ 这里我结论先行：目前的美股没有大的系统性风险，这样的回调是健康的，美股每次的回调都是黄金坑。 之前很多等回调的朋友盯得脖子都长了，现在看大盘跌点儿兴奋了起来。我要说：现在确实是有鱼咬钩","listText":"美股上周原本风平浪静，谁料周五突遭重击，纳指重挫超 2%。罪魁祸首，是一份彻底“打脸”的就业数据：7月非农新增岗位仅 7.3 万，远低于市场底线（预期至少 10 万）；更令人震惊的是，5月和6月的数据合计被大幅下修25.8万，原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下：本以为是“软着陆”中的温和降温，现在却开始担心，劳动力市场是不是早就从减速滑向失速？这是否意味着，美国经济的“增长神话”正面临破裂的拐点？ 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%（32个月低点），U-6失业率或称“广义失业率”升至 7.9 %，显示更多人处于兼职、半失业或边缘状态； 除医疗与社会服务外，制造业、商业服务、政府岗位全面流失。 整体来看，就业市场正站在悬崖边缘，离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言，虽然现在还谈不上崩盘，但这种持续性的降温正在积聚压力，暗示问题早晚会爆发。 这份报告中唯一稍显安慰的，可能是薪资数据：7 月平均时薪环比增长 0.3%、同比增长 3.9%，略高于市场预期。但在投资者眼中，这更像是一个“落后指标”，在整体就业疲弱的大背景下，薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后，CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息，言辞近似于泼妇骂街了，这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到：若降息是因经济失速而非通胀好转，那么降息对股市并非是好事。 在这样风向突变的环境中，接下来的美股怎么看？ 这里我结论先行：目前的美股没有大的系统性风险，这样的回调是健康的，美股每次的回调都是黄金坑。 之前很多等回调的朋友盯得脖子都长了，现在看大盘跌点儿兴奋了起来。我要说：现在确实是有鱼咬钩","text":"美股上周原本风平浪静，谁料周五突遭重击，纳指重挫超 2%。罪魁祸首，是一份彻底“打脸”的就业数据：7月非农新增岗位仅 7.3 万，远低于市场底线（预期至少 10 万）；更令人震惊的是，5月和6月的数据合计被大幅下修25.8万，原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下：本以为是“软着陆”中的温和降温，现在却开始担心，劳动力市场是不是早就从减速滑向失速？这是否意味着，美国经济的“增长神话”正面临破裂的拐点？ 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%（32个月低点），U-6失业率或称“广义失业率”升至 7.9 %，显示更多人处于兼职、半失业或边缘状态； 除医疗与社会服务外，制造业、商业服务、政府岗位全面流失。 整体来看，就业市场正站在悬崖边缘，离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言，虽然现在还谈不上崩盘，但这种持续性的降温正在积聚压力，暗示问题早晚会爆发。 这份报告中唯一稍显安慰的，可能是薪资数据：7 月平均时薪环比增长 0.3%、同比增长 3.9%，略高于市场预期。但在投资者眼中，这更像是一个“落后指标”，在整体就业疲弱的大背景下，薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后，CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息，言辞近似于泼妇骂街了，这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到：若降息是因经济失速而非通胀好转，那么降息对股市并非是好事。 在这样风向突变的环境中，接下来的美股怎么看？ 这里我结论先行：目前的美股没有大的系统性风险，这样的回调是健康的，美股每次的回调都是黄金坑。 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老虎可以打新吗？","text":"$Medline Inc(MDLN)$ 老虎可以打新吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/509122857324752","isVote":1,"tweetType":1,"viewCount":3018,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436834735371567","authorId":"3436834735371567","name":"半支烟2024","avatar":"https://static.tigerbbs.com/64a2d9ae133085a39d74d19550a53ce6","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3436834735371567","idStr":"3436834735371567"},"content":"肯定没有，moomoo us 才可以打","text":"肯定没有，moomoo us 才可以打","html":"肯定没有，moomoo us 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怎么吃了个大肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442492141973688","isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463595444556096,"gmtCreate":1754188181937,"gmtModify":1754188183485,"author":{"id":"4196942274101420","authorId":"4196942274101420","name":"宸宸必胜","avatar":"https://static.tigerbbs.com/e7b054fd148e56deb29cb94d10ee0436","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196942274101420","idStr":"4196942274101420"},"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":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463595444556096","repostId":"463383443358120","repostType":1,"repost":{"id":463383443358120,"gmtCreate":1754136451364,"gmtModify":1754143418784,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556673506813374","idStr":"3556673506813374"},"themes":[],"title":"鱼咬钩了，但别急 2025年第31周｜总第233期","htmlText":"美股上周原本风平浪静，谁料周五突遭重击，纳指重挫超 2%。罪魁祸首，是一份彻底“打脸”的就业数据：7月非农新增岗位仅 7.3 万，远低于市场底线（预期至少 10 万）；更令人震惊的是，5月和6月的数据合计被大幅下修25.8万，原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下：本以为是“软着陆”中的温和降温，现在却开始担心，劳动力市场是不是早就从减速滑向失速？这是否意味着，美国经济的“增长神话”正面临破裂的拐点？ 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%（32个月低点），U-6失业率或称“广义失业率”升至 7.9 %，显示更多人处于兼职、半失业或边缘状态； 除医疗与社会服务外，制造业、商业服务、政府岗位全面流失。 整体来看，就业市场正站在悬崖边缘，离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言，虽然现在还谈不上崩盘，但这种持续性的降温正在积聚压力，暗示问题早晚会爆发。 这份报告中唯一稍显安慰的，可能是薪资数据：7 月平均时薪环比增长 0.3%、同比增长 3.9%，略高于市场预期。但在投资者眼中，这更像是一个“落后指标”，在整体就业疲弱的大背景下，薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后，CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息，言辞近似于泼妇骂街了，这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到：若降息是因经济失速而非通胀好转，那么降息对股市并非是好事。 在这样风向突变的环境中，接下来的美股怎么看？ 这里我结论先行：目前的美股没有大的系统性风险，这样的回调是健康的，美股每次的回调都是黄金坑。 之前很多等回调的朋友盯得脖子都长了，现在看大盘跌点儿兴奋了起来。我要说：现在确实是有鱼咬钩","listText":"美股上周原本风平浪静，谁料周五突遭重击，纳指重挫超 2%。罪魁祸首，是一份彻底“打脸”的就业数据：7月非农新增岗位仅 7.3 万，远低于市场底线（预期至少 10 万）；更令人震惊的是，5月和6月的数据合计被大幅下修25.8万，原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下：本以为是“软着陆”中的温和降温，现在却开始担心，劳动力市场是不是早就从减速滑向失速？这是否意味着，美国经济的“增长神话”正面临破裂的拐点？ 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%（32个月低点），U-6失业率或称“广义失业率”升至 7.9 %，显示更多人处于兼职、半失业或边缘状态； 除医疗与社会服务外，制造业、商业服务、政府岗位全面流失。 整体来看，就业市场正站在悬崖边缘，离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言，虽然现在还谈不上崩盘，但这种持续性的降温正在积聚压力，暗示问题早晚会爆发。 这份报告中唯一稍显安慰的，可能是薪资数据：7 月平均时薪环比增长 0.3%、同比增长 3.9%，略高于市场预期。但在投资者眼中，这更像是一个“落后指标”，在整体就业疲弱的大背景下，薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后，CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息，言辞近似于泼妇骂街了，这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到：若降息是因经济失速而非通胀好转，那么降息对股市并非是好事。 在这样风向突变的环境中，接下来的美股怎么看？ 这里我结论先行：目前的美股没有大的系统性风险，这样的回调是健康的，美股每次的回调都是黄金坑。 之前很多等回调的朋友盯得脖子都长了，现在看大盘跌点儿兴奋了起来。我要说：现在确实是有鱼咬钩","text":"美股上周原本风平浪静，谁料周五突遭重击，纳指重挫超 2%。罪魁祸首，是一份彻底“打脸”的就业数据：7月非农新增岗位仅 7.3 万，远低于市场底线（预期至少 10 万）；更令人震惊的是，5月和6月的数据合计被大幅下修25.8万，原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下：本以为是“软着陆”中的温和降温，现在却开始担心，劳动力市场是不是早就从减速滑向失速？这是否意味着，美国经济的“增长神话”正面临破裂的拐点？ 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%（32个月低点），U-6失业率或称“广义失业率”升至 7.9 %，显示更多人处于兼职、半失业或边缘状态； 除医疗与社会服务外，制造业、商业服务、政府岗位全面流失。 整体来看，就业市场正站在悬崖边缘，离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言，虽然现在还谈不上崩盘，但这种持续性的降温正在积聚压力，暗示问题早晚会爆发。 这份报告中唯一稍显安慰的，可能是薪资数据：7 月平均时薪环比增长 0.3%、同比增长 3.9%，略高于市场预期。但在投资者眼中，这更像是一个“落后指标”，在整体就业疲弱的大背景下，薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后，CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息，言辞近似于泼妇骂街了，这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到：若降息是因经济失速而非通胀好转，那么降息对股市并非是好事。 在这样风向突变的环境中，接下来的美股怎么看？ 这里我结论先行：目前的美股没有大的系统性风险，这样的回调是健康的，美股每次的回调都是黄金坑。 之前很多等回调的朋友盯得脖子都长了，现在看大盘跌点儿兴奋了起来。我要说：现在确实是有鱼咬钩","images":[{"img":"https://static.tigerbbs.com/f2764c5fb8a33de16949efd44a0509b1","width":"934","height":"1033"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463383443358120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511297067815632,"gmtCreate":1765855283300,"gmtModify":1765855285863,"author":{"id":"4196942274101420","authorId":"4196942274101420","name":"宸宸必胜","avatar":"https://static.tigerbbs.com/e7b054fd148e56deb29cb94d10ee0436","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196942274101420","idStr":"4196942274101420"},"themes":[],"htmlText":"图片看不到，","listText":"图片看不到，","text":"图片看不到，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511297067815632","repostId":"511279449576368","repostType":1,"repost":{"id":511279449576368,"gmtCreate":1765851023811,"gmtModify":1765851889496,"author":{"id":"3561036914501552","authorId":"3561036914501552","name":"美股小猫咪2","avatar":"https://static.tigerbbs.com/aaa8fa82e05e4318de67d353d08f9e47","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561036914501552","idStr":"3561036914501552"},"themes":[],"title":"UiPath：为数不多仍被低估的智能体AI股票之一","htmlText":"小猫咪交易员周五抓住暴跌机会创造13倍收益！ 图片 图片 投资论点 UiPath（PATH）成为软件板块的一匹黑马。公司在将生成式AI整合入其产品套件方面取得了重大进展，我认为这将增强其客户吸引力。管理层首次明确表达了对GAAP盈利能力的承诺，这进一步强化了看涨观点。公司发展势头正向上，而当前最优策略可能是“持股待涨”。我重申对PATH的**“买入”评级**。 PATH股价走势 我在10月首次覆盖PATH时给予“买入”评级，理由是它终于加入了生成式AI的赛道。此后股价已上涨18%。 Chart 【图表位置】数据来源：YCharts 随着公司在智能体（Agentic AI）机会上的执行持续推进，我认为未来还有更多上涨空间。 关键财务指标 PATH是一家企业软件公司，将**智能体AI能力与其旗舰产品“机器人流程自动化”（RPA）**进行了深度整合。 UiPath platform 【图表位置】UiPath平台 – FY26 Q3演示文稿 过去一度有投资者担心PATH可能成为生成式AI的“失败者”，原因在于其营收增长在近几年持续放缓。然而，这种趋势似乎正在改变 —— 将生成式AI嵌入RPA产品后，PATH现在能够提供具备AI智能的自动化能力。 ScreenPlay 【图表位置】ScreenPlay演示 – FY26 Q3演示文稿 在最新季度中，公司年经常性收入（ARR）同比增长11%至17.82亿美元，高于指引的17.76亿美元。这一增长速度与第二季度持平，标志着增长放缓趋势已经终结。 ARR 【图表位置】ARR增长 – FY26 Q3演示文稿 公司非GAAP运营利润率上升700个基点至21.4%。 non-GAAP results 【图表位置】非GAAP业绩 – FY26 Q3演示文稿 在GAAP基础上，公司也实现了正向运营利润。虽然此前曾临近GAAP盈利，但本次电话会上，管理","listText":"小猫咪交易员周五抓住暴跌机会创造13倍收益！ 图片 图片 投资论点 UiPath（PATH）成为软件板块的一匹黑马。公司在将生成式AI整合入其产品套件方面取得了重大进展，我认为这将增强其客户吸引力。管理层首次明确表达了对GAAP盈利能力的承诺，这进一步强化了看涨观点。公司发展势头正向上，而当前最优策略可能是“持股待涨”。我重申对PATH的**“买入”评级**。 PATH股价走势 我在10月首次覆盖PATH时给予“买入”评级，理由是它终于加入了生成式AI的赛道。此后股价已上涨18%。 Chart 【图表位置】数据来源：YCharts 随着公司在智能体（Agentic AI）机会上的执行持续推进，我认为未来还有更多上涨空间。 关键财务指标 PATH是一家企业软件公司，将**智能体AI能力与其旗舰产品“机器人流程自动化”（RPA）**进行了深度整合。 UiPath platform 【图表位置】UiPath平台 – FY26 Q3演示文稿 过去一度有投资者担心PATH可能成为生成式AI的“失败者”，原因在于其营收增长在近几年持续放缓。然而，这种趋势似乎正在改变 —— 将生成式AI嵌入RPA产品后，PATH现在能够提供具备AI智能的自动化能力。 ScreenPlay 【图表位置】ScreenPlay演示 – FY26 Q3演示文稿 在最新季度中，公司年经常性收入（ARR）同比增长11%至17.82亿美元，高于指引的17.76亿美元。这一增长速度与第二季度持平，标志着增长放缓趋势已经终结。 ARR 【图表位置】ARR增长 – FY26 Q3演示文稿 公司非GAAP运营利润率上升700个基点至21.4%。 non-GAAP results 【图表位置】非GAAP业绩 – FY26 Q3演示文稿 在GAAP基础上，公司也实现了正向运营利润。虽然此前曾临近GAAP盈利，但本次电话会上，管理","text":"小猫咪交易员周五抓住暴跌机会创造13倍收益！ 图片 图片 投资论点 UiPath（PATH）成为软件板块的一匹黑马。公司在将生成式AI整合入其产品套件方面取得了重大进展，我认为这将增强其客户吸引力。管理层首次明确表达了对GAAP盈利能力的承诺，这进一步强化了看涨观点。公司发展势头正向上，而当前最优策略可能是“持股待涨”。我重申对PATH的**“买入”评级**。 PATH股价走势 我在10月首次覆盖PATH时给予“买入”评级，理由是它终于加入了生成式AI的赛道。此后股价已上涨18%。 Chart 【图表位置】数据来源：YCharts 随着公司在智能体（Agentic AI）机会上的执行持续推进，我认为未来还有更多上涨空间。 关键财务指标 PATH是一家企业软件公司，将**智能体AI能力与其旗舰产品“机器人流程自动化”（RPA）**进行了深度整合。 UiPath platform 【图表位置】UiPath平台 – FY26 Q3演示文稿 过去一度有投资者担心PATH可能成为生成式AI的“失败者”，原因在于其营收增长在近几年持续放缓。然而，这种趋势似乎正在改变 —— 将生成式AI嵌入RPA产品后，PATH现在能够提供具备AI智能的自动化能力。 ScreenPlay 【图表位置】ScreenPlay演示 – FY26 Q3演示文稿 在最新季度中，公司年经常性收入（ARR）同比增长11%至17.82亿美元，高于指引的17.76亿美元。这一增长速度与第二季度持平，标志着增长放缓趋势已经终结。 ARR 【图表位置】ARR增长 – FY26 Q3演示文稿 公司非GAAP运营利润率上升700个基点至21.4%。 non-GAAP results 【图表位置】非GAAP业绩 – FY26 Q3演示文稿 在GAAP基础上，公司也实现了正向运营利润。虽然此前曾临近GAAP盈利，但本次电话会上，管理","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511279449576368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506758901645344,"gmtCreate":1764734871325,"gmtModify":1764734874012,"author":{"id":"4196942274101420","authorId":"4196942274101420","name":"宸宸必胜","avatar":"https://static.tigerbbs.com/e7b054fd148e56deb29cb94d10ee0436","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196942274101420","idStr":"4196942274101420"},"themes":[],"htmlText":"没说是怎么操作的啊 是正股还是期权呢？","listText":"没说是怎么操作的啊 是正股还是期权呢？","text":"没说是怎么操作的啊 是正股还是期权呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506758901645344","isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480268906389576,"gmtCreate":1758276987499,"gmtModify":1758276990124,"author":{"id":"4196942274101420","authorId":"4196942274101420","name":"宸宸必胜","avatar":"https://static.tigerbbs.com/e7b054fd148e56deb29cb94d10ee0436","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196942274101420","idStr":"4196942274101420"},"themes":[],"htmlText":"现金打&nbsp; 打一点看看","listText":"现金打&nbsp; 打一点看看","text":"现金打 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欧洲“先买后付”支付巨头，计划募资12.7亿美元，估值或达140亿美元。曾经高达456亿美元的估值，在疫情后大幅回调，如今强势回归市场。一家来自瑞典的“先买后付”支付平台，拟在纽约证券交易所上市，发行价区间为每股35至37美元，总共发行3430万股，公司上市估值可达140亿美元，值得注意的是，Klarna在2021年估值曾高达456亿美元，后因市场调整一度跌至67亿美元，如今重返资本市场，颇具象征意义。 <a href=\"https://laohu8.com/S/GEMI\">$Gemini Space Station, Inc.(GEMI)$</a> 加密货币交易所，由Winklevoss兄弟创立，拟在纳斯达克上市，发行约1667万股，定价区间为每股17至19美元，目标估值22亿美元，计划募资3.17亿美元。Gemini 2024年营收为1.42亿美元，2025年上半年下降至6870万美元，净亏损则扩大至2.825亿美元。 <a href=\"https://laohu8.com/S/BRCB\">$Black Rock Coffee Bar, Inc.(BRCB)$</a> 成长迅猛的连锁咖啡品牌，主打美国年轻消费群体，计划在纳斯达克挂牌上市，代码为BRCB，发行约1470万股，定价区间为每股16至18美元，预计估值为8.61亿美元，募资约2.65亿美元。<a href=\"https://laohu8.com/S/FIGR\">$Figure</a>","text":"美股IPO热潮重燃，五家明星企业即将登陆资本市场！随着关税担忧缓解、市场情绪修复，美股迎来了9月至10月的IPO黄金窗口期。这个秋天，一大波潜力新股正在路上，而其中的“五大热门IPO”，你最看好哪一个？公司介绍 $Klarna Group plc(KLAR)$ 欧洲“先买后付”支付巨头，计划募资12.7亿美元，估值或达140亿美元。曾经高达456亿美元的估值，在疫情后大幅回调，如今强势回归市场。一家来自瑞典的“先买后付”支付平台，拟在纽约证券交易所上市，发行价区间为每股35至37美元，总共发行3430万股，公司上市估值可达140亿美元，值得注意的是，Klarna在2021年估值曾高达456亿美元，后因市场调整一度跌至67亿美元，如今重返资本市场，颇具象征意义。 $Gemini Space 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