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numbers
2020-06-16
2020.06.16 复盘笔记 by numbers
2020-06-16 成本 现价 浮动收益 蔚来(NIO) 3.66 7.34 +100.57% 买少了 当时没钱也没加仓
2020.06.16 复盘笔记 by numbers
numbers
2020-06-05
说得很好 看到心仪股票在合适的价格 前景仍然光明的时候 确实要承担风险才能赚钱
抱歉,原内容已删除
numbers
2020-06-04
2020.06.04 复盘笔记 by numbers
2020-06-04 成本 现价 浮动收益 蔚来(NIO) 3.66 6.00 +63.95% 到3.2的时候没有加仓 败笔
$蔚来(NIO)$
2020.06.04 复盘笔记 by numbers
numbers
2020-06-01
怪不得哦今天双塔直接涨停
抱歉,原内容已删除
numbers
2020-06-01
2020.06.01 复盘笔记 by numbers
2020-06-01 成本 现价 浮动收益 Beyond Meat, Inc.(BYND) 5.83 6.10 +4.63% 在刚起来的时候,做了最高的接盘侠。后面涨到了15,没有止盈,贪心想更高。之后一路震荡跌到了1.5,也没有买入。现在跑出来了,需要耐心,等150抵达。
2020.06.01 复盘笔记 by numbers
numbers
2020-06-01
2020.06.01 复盘笔记 by numbers
2020-06-01 成本 现价 浮动收益 Slack Technologies(WORK) 0.38 1.75 +360.65% 在0.38时是打出了仅有的5股进行了购买,并没有在0.5继续买入是败笔。自己对slack信心还是很足的,还是犯了什么逻辑买,什么逻辑卖的错误。
2020.06.01 复盘笔记 by numbers
numbers
2020-05-30
多谢分享
@爱投资的小熊猫:网易和京东来港上市 ,对于打新这你怎么看?
numbers
2020-05-27
小概率事件 没啥学习的价值
@华尔街头狼:2020过去三个月,他是如何从美股用4万美元赚到400万美元的
numbers
2020-05-26
总结的好
@阿尔法工场:为什么说EDA软件是芯片“卡脖子”的关键?
numbers
2020-05-21
mark
抱歉,原内容已删除
numbers
2020-05-21
好文
@我思锅我在:如何定义一家成熟的SaaS公司?
numbers
2020-05-15
实至名归 疫情期间唯一能活动在全国的电商
抱歉,原内容已删除
numbers
2020-05-15
写的好
@教培行业小狼:决定一家教育培训公司命运的四个层面(上)
numbers
2020-05-11
特别感谢一直在分享反面教材的小伙伴 其实也算是给自己的提醒 没事找到属于自己的十倍股机会就好了 大家一起成长
抱歉,原内容已删除
numbers
2020-05-06
记录一下自己打脸的过程,在这次四融期间$12抛了,买了put的期权,最后赔了。snap已经涨回来了,确实有神秘东方力量的加成吧。投资就是不断打脸的过程,在每次错误的选择中学习。低估了snap的韧性
@numbers:
$Snap Inc(SNAP)$
从10抱到14,之后跌到7,后悔没多建仓,目标25清一半,再等入仓时机。
numbers
2020-05-06
还会更严重 因为疫情没有控制住就复工 除非他们给安排员工宿舍 减少外界接触 这也是真的没办法了
@英为财情:Beyond Meat股价又涨7%:美国“肉荒”真那么荒吗?
numbers
2020-01-21
$Snap Inc(SNAP)$
从10抱到14,之后跌到7,后悔没多建仓,目标25清一半,再等入仓时机。
numbers
2017-12-06
新华社:中国银监会将深入整治市场乱象。
$趣店(QD)$ 自行解读
新华社:中国银监会将深入整治市场乱象。
numbers
2016-05-11
即使MVP加持还在跌?
$Under Armour Class A(UA)$ 空头是不是有点凶 财报双beat mvp加持 还在一块一块的跌
即使MVP加持还在跌?
numbers
2016-05-03
为何连跌一周
$Under Armour Class A(UA)$ 财报双beat之后连跌一周了
为何连跌一周
去老虎APP查看更多动态
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,对于打新这你怎么看?","htmlText":"网传的时间不一定准,下面这几个消息都是目前网传的,目前也只能根据这个来做规划。这里先给大伙儿做个选票。 <a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>回港IPO 预计认购时间:6.2-6.5(下周二至周四) 预计暗盘时间:6.11 预计上市时间:6.12 预计一手资金:10,000~12,000 港元 保荐人:摩根大通、中金、瑞信等 (别怕,虽然有中金,但主要还是摩根和瑞信,就是给中金一点面子,中金不敢造次,阿里当时都有中金来着,只要不是中金独家保荐的,一般问题不大) 京东回港IPO 预计认购时间:6.8-6.11 预计暗盘时间:6.17 预计上市时间:6.18 预计一手资金:15,000~18,000 港元 保荐人:瑞银、美林、中银国际等 传网易将于下周在港交所公开招股 融资约156亿元至234亿港元: 据信报,内地互联网公司网易及京东两只中概股回归香港第二上市在即;据消息人士透露,网易将“抢闸”在下周二至周五(6月2日至5日)公开招股,估计集资额较早前市传的10亿至20亿美元(约78亿至156亿港元)进一步增加,最新介乎20亿至30亿美元(约156亿元至234亿港元)。 至于京东亦已初步敲定,暂计划在6月8日至11日公开招股。募资规模:30亿美元左右 据媒体消息,网易和京东打新撞车,认购网易的资金无法及时回笼认购京东。重要提示!如果网易和京东均想参与认购,需要预留️2份 本金。 再看看京东和网易的美股相关信息, 网易Q1财报核心数据。 根据财报来看,今年一季度网易净营收为170.6亿元人民币(约合24亿美元),同比增长18.3%,超出市场预期的155.87亿元,去年同期为144.42亿元;归属于网易公司股东的持续经营净利润为35.5亿元(约合5.015亿美元),同比增长30%,亦超","listText":"网传的时间不一定准,下面这几个消息都是目前网传的,目前也只能根据这个来做规划。这里先给大伙儿做个选票。 <a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>回港IPO 预计认购时间:6.2-6.5(下周二至周四) 预计暗盘时间:6.11 预计上市时间:6.12 预计一手资金:10,000~12,000 港元 保荐人:摩根大通、中金、瑞信等 (别怕,虽然有中金,但主要还是摩根和瑞信,就是给中金一点面子,中金不敢造次,阿里当时都有中金来着,只要不是中金独家保荐的,一般问题不大) 京东回港IPO 预计认购时间:6.8-6.11 预计暗盘时间:6.17 预计上市时间:6.18 预计一手资金:15,000~18,000 港元 保荐人:瑞银、美林、中银国际等 传网易将于下周在港交所公开招股 融资约156亿元至234亿港元: 据信报,内地互联网公司网易及京东两只中概股回归香港第二上市在即;据消息人士透露,网易将“抢闸”在下周二至周五(6月2日至5日)公开招股,估计集资额较早前市传的10亿至20亿美元(约78亿至156亿港元)进一步增加,最新介乎20亿至30亿美元(约156亿元至234亿港元)。 至于京东亦已初步敲定,暂计划在6月8日至11日公开招股。募资规模:30亿美元左右 据媒体消息,网易和京东打新撞车,认购网易的资金无法及时回笼认购京东。重要提示!如果网易和京东均想参与认购,需要预留️2份 本金。 再看看京东和网易的美股相关信息, 网易Q1财报核心数据。 根据财报来看,今年一季度网易净营收为170.6亿元人民币(约合24亿美元),同比增长18.3%,超出市场预期的155.87亿元,去年同期为144.42亿元;归属于网易公司股东的持续经营净利润为35.5亿元(约合5.015亿美元),同比增长30%,亦超","text":"网传的时间不一定准,下面这几个消息都是目前网传的,目前也只能根据这个来做规划。这里先给大伙儿做个选票。 $网易(09999)$回港IPO 预计认购时间:6.2-6.5(下周二至周四) 预计暗盘时间:6.11 预计上市时间:6.12 预计一手资金:10,000~12,000 港元 保荐人:摩根大通、中金、瑞信等 (别怕,虽然有中金,但主要还是摩根和瑞信,就是给中金一点面子,中金不敢造次,阿里当时都有中金来着,只要不是中金独家保荐的,一般问题不大) 京东回港IPO 预计认购时间:6.8-6.11 预计暗盘时间:6.17 预计上市时间:6.18 预计一手资金:15,000~18,000 港元 保荐人:瑞银、美林、中银国际等 传网易将于下周在港交所公开招股 融资约156亿元至234亿港元: 据信报,内地互联网公司网易及京东两只中概股回归香港第二上市在即;据消息人士透露,网易将“抢闸”在下周二至周五(6月2日至5日)公开招股,估计集资额较早前市传的10亿至20亿美元(约78亿至156亿港元)进一步增加,最新介乎20亿至30亿美元(约156亿元至234亿港元)。 至于京东亦已初步敲定,暂计划在6月8日至11日公开招股。募资规模:30亿美元左右 据媒体消息,网易和京东打新撞车,认购网易的资金无法及时回笼认购京东。重要提示!如果网易和京东均想参与认购,需要预留️2份 本金。 再看看京东和网易的美股相关信息, 网易Q1财报核心数据。 根据财报来看,今年一季度网易净营收为170.6亿元人民币(约合24亿美元),同比增长18.3%,超出市场预期的155.87亿元,去年同期为144.42亿元;归属于网易公司股东的持续经营净利润为35.5亿元(约合5.015亿美元),同比增长30%,亦超","images":[{"img":"https://static.tigerbbs.com/dc5330452c214f9ea49971c67eaa94c6","width":"486","height":"88"},{"img":"https://static.tigerbbs.com/78707cd60b6d4ba8b132e7daa0ea49a4","width":"967","height":"183"},{"img":"https://static.tigerbbs.com/39717ffeb59a4537bde33e6bed2ddd5e","width":"300","height":"206"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951129183","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951080100,"gmtCreate":1590587143000,"gmtModify":1704193008288,"author":{"id":"76136780479801","authorId":"76136780479801","name":"numbers","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"76136780479801","authorIdStr":"76136780479801"},"themes":[],"htmlText":"小概率事件 没啥学习的价值","listText":"小概率事件 没啥学习的价值","text":"小概率事件 没啥学习的价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951080100","repostId":"953450174","repostType":1,"repost":{"id":953450174,"gmtCreate":1590510644998,"gmtModify":1744960522251,"author":{"id":"3487295483645907","authorId":"3487295483645907","name":"华尔街头狼","avatar":"https://static.tigerbbs.com/8d95fad8064465daa69dbf6f4d90ba8e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487295483645907","authorIdStr":"3487295483645907"},"themes":[],"title":"2020过去三个月,他是如何从美股用4万美元赚到400万美元的","htmlText":"这两天海外某论坛一个炒股的帖子激起千层浪!看看这个截图:楼主发了一个帖子,标题是 YTD>4M, 翻译成人话,就是今年到目前的收益超过400万美元。就在大家还头疼股市反弹还没到大跌之前的高度的时候,大牛已经在这个过程当中实现了财务自由了。下面让我们看看大牛是怎么做的。大牛在帖子中也是不吝赐教的。开始就是直接了当,上周最大的一笔就是用100万美元的投入赚到了180万美元的最大一笔。看看他是用什么赚的。主要就是操作SPX的期权。这里简单介绍一下SPX和SPY。这两个都是跟标普指数相关,SPX是直接的标普指数,而SPY是标普500家公司的ETF。这两个价格大概相差十倍。比如SPX价格是2900,那么SPY就是290美元。不会是正好10倍,但是想差不多。大牛就是玩的SPX的期权,而不是SPY的期权。这里面又有门道了。SPY的期权跟类似个股的期权类似,你需要要么在行权日行权,要么提前卖出期权。SPX就没有行权,在行权日会直接现金结算。这个区别让SPX有很大的优势,因为你不需要关注是不是要卖出盈利的期权,在到期当天,会自动根据你的盈利分给你现金。这就是大牛为什么喜欢SPX,而不是SPY的期权。接下来大牛说了,年初账号4万,三月末5万多,4月末76万,今天,就是5月21日,535万。结合美股大跌反弹的时间点来看,3月23日标普指数跌到最低2237点,3月末他的账号盈利1万多美元。可以看出来,大牛拿捏的美股反弹时间点非常准,如果是早操作一个星期,估计在大盘的下跌当中,这4万美元没有几天就亏完了。因为,大牛赚钱的主要操作就是看涨期权:Debit Call Spread.那我们又需要来科普一下了,什么是Debit Call Spread.Debit Call Spread 又叫Bull Call Spread,从名字可以看出来,这是一个上涨牛市使用的期权组合。这种期权组合由买入一个看涨","listText":"这两天海外某论坛一个炒股的帖子激起千层浪!看看这个截图:楼主发了一个帖子,标题是 YTD>4M, 翻译成人话,就是今年到目前的收益超过400万美元。就在大家还头疼股市反弹还没到大跌之前的高度的时候,大牛已经在这个过程当中实现了财务自由了。下面让我们看看大牛是怎么做的。大牛在帖子中也是不吝赐教的。开始就是直接了当,上周最大的一笔就是用100万美元的投入赚到了180万美元的最大一笔。看看他是用什么赚的。主要就是操作SPX的期权。这里简单介绍一下SPX和SPY。这两个都是跟标普指数相关,SPX是直接的标普指数,而SPY是标普500家公司的ETF。这两个价格大概相差十倍。比如SPX价格是2900,那么SPY就是290美元。不会是正好10倍,但是想差不多。大牛就是玩的SPX的期权,而不是SPY的期权。这里面又有门道了。SPY的期权跟类似个股的期权类似,你需要要么在行权日行权,要么提前卖出期权。SPX就没有行权,在行权日会直接现金结算。这个区别让SPX有很大的优势,因为你不需要关注是不是要卖出盈利的期权,在到期当天,会自动根据你的盈利分给你现金。这就是大牛为什么喜欢SPX,而不是SPY的期权。接下来大牛说了,年初账号4万,三月末5万多,4月末76万,今天,就是5月21日,535万。结合美股大跌反弹的时间点来看,3月23日标普指数跌到最低2237点,3月末他的账号盈利1万多美元。可以看出来,大牛拿捏的美股反弹时间点非常准,如果是早操作一个星期,估计在大盘的下跌当中,这4万美元没有几天就亏完了。因为,大牛赚钱的主要操作就是看涨期权:Debit Call Spread.那我们又需要来科普一下了,什么是Debit Call Spread.Debit Call Spread 又叫Bull Call Spread,从名字可以看出来,这是一个上涨牛市使用的期权组合。这种期权组合由买入一个看涨","text":"这两天海外某论坛一个炒股的帖子激起千层浪!看看这个截图:楼主发了一个帖子,标题是 YTD>4M, 翻译成人话,就是今年到目前的收益超过400万美元。就在大家还头疼股市反弹还没到大跌之前的高度的时候,大牛已经在这个过程当中实现了财务自由了。下面让我们看看大牛是怎么做的。大牛在帖子中也是不吝赐教的。开始就是直接了当,上周最大的一笔就是用100万美元的投入赚到了180万美元的最大一笔。看看他是用什么赚的。主要就是操作SPX的期权。这里简单介绍一下SPX和SPY。这两个都是跟标普指数相关,SPX是直接的标普指数,而SPY是标普500家公司的ETF。这两个价格大概相差十倍。比如SPX价格是2900,那么SPY就是290美元。不会是正好10倍,但是想差不多。大牛就是玩的SPX的期权,而不是SPY的期权。这里面又有门道了。SPY的期权跟类似个股的期权类似,你需要要么在行权日行权,要么提前卖出期权。SPX就没有行权,在行权日会直接现金结算。这个区别让SPX有很大的优势,因为你不需要关注是不是要卖出盈利的期权,在到期当天,会自动根据你的盈利分给你现金。这就是大牛为什么喜欢SPX,而不是SPY的期权。接下来大牛说了,年初账号4万,三月末5万多,4月末76万,今天,就是5月21日,535万。结合美股大跌反弹的时间点来看,3月23日标普指数跌到最低2237点,3月末他的账号盈利1万多美元。可以看出来,大牛拿捏的美股反弹时间点非常准,如果是早操作一个星期,估计在大盘的下跌当中,这4万美元没有几天就亏完了。因为,大牛赚钱的主要操作就是看涨期权:Debit Call Spread.那我们又需要来科普一下了,什么是Debit Call Spread.Debit Call Spread 又叫Bull Call Spread,从名字可以看出来,这是一个上涨牛市使用的期权组合。这种期权组合由买入一个看涨","images":[{"img":"https://static.tigerbbs.com/3e9d661b8b0fa1262e54446d03ff9747","width":"687","height":"420"},{"img":"https://static.tigerbbs.com/d647f99ec06e56ee21d0782996c3db59","width":"687","height":"167"},{"img":"https://static.tigerbbs.com/d14aa947946198728fee4c8238bc0f11","width":"687","height":"503"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953450174","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953519287,"gmtCreate":1590483295949,"gmtModify":1704192605984,"author":{"id":"76136780479801","authorId":"76136780479801","name":"numbers","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"76136780479801","authorIdStr":"76136780479801"},"themes":[],"htmlText":"总结的好","listText":"总结的好","text":"总结的好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953519287","repostId":"953666145","repostType":1,"repost":{"id":953666145,"gmtCreate":1590366198914,"gmtModify":1744853243803,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502176745308642","authorIdStr":"3502176745308642"},"themes":[],"title":"为什么说EDA软件是芯片“卡脖子”的关键?","htmlText":" 没了张屠户,就吃不了带毛猪? 作者:蜀山熊猫 来源:真视界 这些天看了不少讲国内EDA情况的帖子,有客观的也有极其离谱的,作为一名从业十余年的芯片设计工程师,我以一线从业者的角度来谈谈我们在实际工作中的EDA软件使用情况究竟是怎样的吧。 先回答个很常见的问题:没有了美国的EDA,我们是不是芯片都不能做了?这也是促成我写这篇文章的因素之一吧。 我的简要回答是:180nm/350nm以上的部分老工艺线是可以用破解版或国产替代版继续做的,但深亚微米级130nm/90nm开始就很难离得开正版授权了,越往下越难,到了22nm以下,就完全不可能了。 和大家熟知的office, autocad等工具类软件不一样,这种软件很纯粹,脱机都可以用,完了打印出来就可以;芯片EDA工具软件的最大特点是它与芯片代工厂具有高度的绑定关系,因为我们设计时,是需要代工厂提供数据包的,称之为PDK,包含了诸如晶体管,MOS管,电阻电容等基础器件或反向器,与非门,或非门,锁存器,寄存器等逻辑单元的基本特征信息,这个数据包会不断优化,更新频繁,同时对EDA软件有绑定及校验的作用,一般只支持当前最新版的工具。 没软件,哥用手画不一样吗? 当年原子弹氢弹就是手算的呀。。 好的,首先我必须要讲明白为啥必须要使用自动化设计软件(EDA),否则我后面都是白说, 这部分懂的同学请直接往后拉,从第二部分开始看。文章有点长,受不了的请直接看第四段。 文章分五个部分: 一、为什么要用EDA; 二、EDA圈子的那些事; 三、不得不提的IP; 四、破局。 01 为什么要用EDA? EDA,Electronic design automation,中文叫电子设计自动化。 最早的集成电路是用手工做的,因为就几个管子,前端可以手工完成其功能的计算,后端版图就根据电路图,将","listText":" 没了张屠户,就吃不了带毛猪? 作者:蜀山熊猫 来源:真视界 这些天看了不少讲国内EDA情况的帖子,有客观的也有极其离谱的,作为一名从业十余年的芯片设计工程师,我以一线从业者的角度来谈谈我们在实际工作中的EDA软件使用情况究竟是怎样的吧。 先回答个很常见的问题:没有了美国的EDA,我们是不是芯片都不能做了?这也是促成我写这篇文章的因素之一吧。 我的简要回答是:180nm/350nm以上的部分老工艺线是可以用破解版或国产替代版继续做的,但深亚微米级130nm/90nm开始就很难离得开正版授权了,越往下越难,到了22nm以下,就完全不可能了。 和大家熟知的office, autocad等工具类软件不一样,这种软件很纯粹,脱机都可以用,完了打印出来就可以;芯片EDA工具软件的最大特点是它与芯片代工厂具有高度的绑定关系,因为我们设计时,是需要代工厂提供数据包的,称之为PDK,包含了诸如晶体管,MOS管,电阻电容等基础器件或反向器,与非门,或非门,锁存器,寄存器等逻辑单元的基本特征信息,这个数据包会不断优化,更新频繁,同时对EDA软件有绑定及校验的作用,一般只支持当前最新版的工具。 没软件,哥用手画不一样吗? 当年原子弹氢弹就是手算的呀。。 好的,首先我必须要讲明白为啥必须要使用自动化设计软件(EDA),否则我后面都是白说, 这部分懂的同学请直接往后拉,从第二部分开始看。文章有点长,受不了的请直接看第四段。 文章分五个部分: 一、为什么要用EDA; 二、EDA圈子的那些事; 三、不得不提的IP; 四、破局。 01 为什么要用EDA? EDA,Electronic design automation,中文叫电子设计自动化。 最早的集成电路是用手工做的,因为就几个管子,前端可以手工完成其功能的计算,后端版图就根据电路图,将","text":"没了张屠户,就吃不了带毛猪? 作者:蜀山熊猫 来源:真视界 这些天看了不少讲国内EDA情况的帖子,有客观的也有极其离谱的,作为一名从业十余年的芯片设计工程师,我以一线从业者的角度来谈谈我们在实际工作中的EDA软件使用情况究竟是怎样的吧。 先回答个很常见的问题:没有了美国的EDA,我们是不是芯片都不能做了?这也是促成我写这篇文章的因素之一吧。 我的简要回答是:180nm/350nm以上的部分老工艺线是可以用破解版或国产替代版继续做的,但深亚微米级130nm/90nm开始就很难离得开正版授权了,越往下越难,到了22nm以下,就完全不可能了。 和大家熟知的office, autocad等工具类软件不一样,这种软件很纯粹,脱机都可以用,完了打印出来就可以;芯片EDA工具软件的最大特点是它与芯片代工厂具有高度的绑定关系,因为我们设计时,是需要代工厂提供数据包的,称之为PDK,包含了诸如晶体管,MOS管,电阻电容等基础器件或反向器,与非门,或非门,锁存器,寄存器等逻辑单元的基本特征信息,这个数据包会不断优化,更新频繁,同时对EDA软件有绑定及校验的作用,一般只支持当前最新版的工具。 没软件,哥用手画不一样吗? 当年原子弹氢弹就是手算的呀。。 好的,首先我必须要讲明白为啥必须要使用自动化设计软件(EDA),否则我后面都是白说, 这部分懂的同学请直接往后拉,从第二部分开始看。文章有点长,受不了的请直接看第四段。 文章分五个部分: 一、为什么要用EDA; 二、EDA圈子的那些事; 三、不得不提的IP; 四、破局。 01 为什么要用EDA? EDA,Electronic design automation,中文叫电子设计自动化。 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不能服务大型客户的SaaS公司不是一家成熟的SaaS公司。 这句话包含两层意思: 首先,成熟不与公司的质量或规模挂钩,因为好或坏、大或小是一个相对评价。而“成熟”是公司正在或已经建立一定护城河,并朝着从“大”到“强”上升的一个标志; 其次,并没有否认SaaS对中小型客户的价值。选择场景垂直的利基市场切入已经是现在SaaS公司的标配,是个基本商业逻辑,但这决不代表公司的核心竞争力; 我将从两个维度论述这个观点。 第一、从商业角度,主要有两个原因: 大客户永远是营收的主要贡献者:<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/WORK\">$Slack Technologies(WORK)$</a> 在每个季度财报中特意强调收入贡献超过10万美金的客户数增长,更不用说<a target=\"_blank\" href=\"https://laohu8.com/S/CRM\">$Salesforce(CRM)$</a> 上市后随即制定大客户销售战略“Land and Expand(先下单再扩张)”,将按月收费改为按年以顺应大客户付费习惯,现金流也得到明显改善; 大客户始终认可服务的商业价值:SaaS的价值在第二个S(Service,服务)。以前客户需要雇佣不少IT运维人员或以支付服务费方式,请供应商派人到现场进行维护升级,现在大部分工作和产品迭代都可以在远程自动化实现,对客户而言,这仅是原本付费服务模式的升级而已; 第二、从需求角度,SaaS无论从产品形态还是收费模式上都能满足当今大客户的两个诉求: 随着更多业务由数据驱动,客户对软件要求既复杂又","listText":"有别于最近市场上的一些声音,我始终认为: 不能服务大型客户的SaaS公司不是一家成熟的SaaS公司。 这句话包含两层意思: 首先,成熟不与公司的质量或规模挂钩,因为好或坏、大或小是一个相对评价。而“成熟”是公司正在或已经建立一定护城河,并朝着从“大”到“强”上升的一个标志; 其次,并没有否认SaaS对中小型客户的价值。选择场景垂直的利基市场切入已经是现在SaaS公司的标配,是个基本商业逻辑,但这决不代表公司的核心竞争力; 我将从两个维度论述这个观点。 第一、从商业角度,主要有两个原因: 大客户永远是营收的主要贡献者:<a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/WORK\">$Slack Technologies(WORK)$</a> 在每个季度财报中特意强调收入贡献超过10万美金的客户数增长,更不用说<a target=\"_blank\" href=\"https://laohu8.com/S/CRM\">$Salesforce(CRM)$</a> 上市后随即制定大客户销售战略“Land and Expand(先下单再扩张)”,将按月收费改为按年以顺应大客户付费习惯,现金流也得到明显改善; 大客户始终认可服务的商业价值:SaaS的价值在第二个S(Service,服务)。以前客户需要雇佣不少IT运维人员或以支付服务费方式,请供应商派人到现场进行维护升级,现在大部分工作和产品迭代都可以在远程自动化实现,对客户而言,这仅是原本付费服务模式的升级而已; 第二、从需求角度,SaaS无论从产品形态还是收费模式上都能满足当今大客户的两个诉求: 随着更多业务由数据驱动,客户对软件要求既复杂又","text":"有别于最近市场上的一些声音,我始终认为: 不能服务大型客户的SaaS公司不是一家成熟的SaaS公司。 这句话包含两层意思: 首先,成熟不与公司的质量或规模挂钩,因为好或坏、大或小是一个相对评价。而“成熟”是公司正在或已经建立一定护城河,并朝着从“大”到“强”上升的一个标志; 其次,并没有否认SaaS对中小型客户的价值。选择场景垂直的利基市场切入已经是现在SaaS公司的标配,是个基本商业逻辑,但这决不代表公司的核心竞争力; 我将从两个维度论述这个观点。 第一、从商业角度,主要有两个原因: 大客户永远是营收的主要贡献者:$Zoom(ZM)$ 、$Slack Technologies(WORK)$ 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疫情期间唯一能活动在全国的电商","listText":"实至名归 疫情期间唯一能活动在全国的电商","text":"实至名归 疫情期间唯一能活动在全国的电商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950722260","repostId":"2035942300","repostType":2,"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":950734861,"gmtCreate":1589520812153,"gmtModify":1704190170549,"author":{"id":"76136780479801","authorId":"76136780479801","name":"numbers","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"76136780479801","authorIdStr":"76136780479801"},"themes":[],"htmlText":"写的好","listText":"写的好","text":"写的好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950734861","repostId":"950849530","repostType":1,"repost":{"id":950849530,"gmtCreate":1589348966320,"gmtModify":1704189576657,"author":{"id":"3452545699684351","authorId":"3452545699684351","name":"教培行业小狼","avatar":"https://static.laohu8.com/59f9bd4f79fac84aa780f0748bc20ac9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452545699684351","authorIdStr":"3452545699684351"},"themes":[],"title":"决定一家教育培训公司命运的四个层面(上)","htmlText":"多知网第20期OpenTalk在武汉成功举办,在会上,北京新东方优能中学部总监、东方优播网络科技公司CEO朱宇(笔名“小狼”)分享了教育培训能保持长期高速增长的方法论和东方优播利用在线单身小班模式发展低线城市的秘诀。 核心观点: 1、一家公司创办五年以上能很好地生存下去,还能保持一个较高的增速,有较好的利润率和较好的口碑,一定是一开始做好了战略设计,包含四个层面,分别是定位、获客、留存和生态。 2、定位包含四个属性:一致性、规模性、垄断性和持续性。 3、获客方式有第一流量导向、第二名师导向、第三销售导向、第四社群导向。随着家长越来越成熟,决策过程越来越慢,不得不经过从上往下的过程。家长非常成熟的时候,基本上只能靠社群的方式做长线的服务,构建信任,才能产生一个很好的效果。 4、获客不是最主要的,最主要的是获得的用户是否符合定位,这一点是很多培训机构忽视的地方,谁能把这个事情想得清楚,谁就能发展得最快。因此,筛选比获客的量更重要。 5、留存考验教培产品的价值,一般有四方面:第一个叫课程内容导向,第二叫课堂体验导向,第三叫学员管理导向,第四叫教学理念导向。 6、最后一个即建立生态,生态的作用是系统性地降低成本风险。简单来说分成纵向的生态和横向的生态,纵向的生态是系统性降低成本,横向生态是系统性降低风险。 7、未来互联网教育有两个机会,分别是高线城市和低线城市。在高线城市,要解决高线城市中低收入人群的价格问题。在低线城市中,要解决低线城市中高收入人群的资源问题。 以下为朱宇分享全文: 今天特别高兴能够来到武汉的多知的OpenTalk现场来跟大家做分享,其实我跟多知网的OpenTalk有非常深远的渊源,咱们这是第20期的OpenTalk了,多知网的第一期OpenTalk第一个分享嘉宾就是我,我还记得是在2015年4月5日。 大家知道我做的东方优播公司,在武汉成立了师资的培训和管理中心","listText":"多知网第20期OpenTalk在武汉成功举办,在会上,北京新东方优能中学部总监、东方优播网络科技公司CEO朱宇(笔名“小狼”)分享了教育培训能保持长期高速增长的方法论和东方优播利用在线单身小班模式发展低线城市的秘诀。 核心观点: 1、一家公司创办五年以上能很好地生存下去,还能保持一个较高的增速,有较好的利润率和较好的口碑,一定是一开始做好了战略设计,包含四个层面,分别是定位、获客、留存和生态。 2、定位包含四个属性:一致性、规模性、垄断性和持续性。 3、获客方式有第一流量导向、第二名师导向、第三销售导向、第四社群导向。随着家长越来越成熟,决策过程越来越慢,不得不经过从上往下的过程。家长非常成熟的时候,基本上只能靠社群的方式做长线的服务,构建信任,才能产生一个很好的效果。 4、获客不是最主要的,最主要的是获得的用户是否符合定位,这一点是很多培训机构忽视的地方,谁能把这个事情想得清楚,谁就能发展得最快。因此,筛选比获客的量更重要。 5、留存考验教培产品的价值,一般有四方面:第一个叫课程内容导向,第二叫课堂体验导向,第三叫学员管理导向,第四叫教学理念导向。 6、最后一个即建立生态,生态的作用是系统性地降低成本风险。简单来说分成纵向的生态和横向的生态,纵向的生态是系统性降低成本,横向生态是系统性降低风险。 7、未来互联网教育有两个机会,分别是高线城市和低线城市。在高线城市,要解决高线城市中低收入人群的价格问题。在低线城市中,要解决低线城市中高收入人群的资源问题。 以下为朱宇分享全文: 今天特别高兴能够来到武汉的多知的OpenTalk现场来跟大家做分享,其实我跟多知网的OpenTalk有非常深远的渊源,咱们这是第20期的OpenTalk了,多知网的第一期OpenTalk第一个分享嘉宾就是我,我还记得是在2015年4月5日。 大家知道我做的东方优播公司,在武汉成立了师资的培训和管理中心","text":"多知网第20期OpenTalk在武汉成功举办,在会上,北京新东方优能中学部总监、东方优播网络科技公司CEO朱宇(笔名“小狼”)分享了教育培训能保持长期高速增长的方法论和东方优播利用在线单身小班模式发展低线城市的秘诀。 核心观点: 1、一家公司创办五年以上能很好地生存下去,还能保持一个较高的增速,有较好的利润率和较好的口碑,一定是一开始做好了战略设计,包含四个层面,分别是定位、获客、留存和生态。 2、定位包含四个属性:一致性、规模性、垄断性和持续性。 3、获客方式有第一流量导向、第二名师导向、第三销售导向、第四社群导向。随着家长越来越成熟,决策过程越来越慢,不得不经过从上往下的过程。家长非常成熟的时候,基本上只能靠社群的方式做长线的服务,构建信任,才能产生一个很好的效果。 4、获客不是最主要的,最主要的是获得的用户是否符合定位,这一点是很多培训机构忽视的地方,谁能把这个事情想得清楚,谁就能发展得最快。因此,筛选比获客的量更重要。 5、留存考验教培产品的价值,一般有四方面:第一个叫课程内容导向,第二叫课堂体验导向,第三叫学员管理导向,第四叫教学理念导向。 6、最后一个即建立生态,生态的作用是系统性地降低成本风险。简单来说分成纵向的生态和横向的生态,纵向的生态是系统性降低成本,横向生态是系统性降低风险。 7、未来互联网教育有两个机会,分别是高线城市和低线城市。在高线城市,要解决高线城市中低收入人群的价格问题。在低线城市中,要解决低线城市中高收入人群的资源问题。 以下为朱宇分享全文: 今天特别高兴能够来到武汉的多知的OpenTalk现场来跟大家做分享,其实我跟多知网的OpenTalk有非常深远的渊源,咱们这是第20期的OpenTalk了,多知网的第一期OpenTalk第一个分享嘉宾就是我,我还记得是在2015年4月5日。 大家知道我做的东方优播公司,在武汉成立了师资的培训和管理中心","images":[{"img":"https://static.tigerbbs.com/0a1d32eff3503080dddf3de4e165f527","width":"1264","height":"558"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950849530","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":950089032,"gmtCreate":1589158593826,"gmtModify":1704179328511,"author":{"id":"76136780479801","authorId":"76136780479801","name":"numbers","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"76136780479801","authorIdStr":"76136780479801"},"themes":[],"htmlText":"特别感谢一直在分享反面教材的小伙伴 其实也算是给自己的提醒 没事找到属于自己的十倍股机会就好了 大家一起成长","listText":"特别感谢一直在分享反面教材的小伙伴 其实也算是给自己的提醒 没事找到属于自己的十倍股机会就好了 大家一起成长","text":"特别感谢一直在分享反面教材的小伙伴 其实也算是给自己的提醒 没事找到属于自己的十倍股机会就好了 大家一起成长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950089032","repostId":"927574997","repostType":1,"isVote":1,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927169734,"gmtCreate":1588775631228,"gmtModify":1704178411041,"author":{"id":"76136780479801","authorId":"76136780479801","name":"numbers","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"76136780479801","authorIdStr":"76136780479801"},"themes":[],"htmlText":"记录一下自己打脸的过程,在这次四融期间$12抛了,买了put的期权,最后赔了。snap已经涨回来了,确实有神秘东方力量的加成吧。投资就是不断打脸的过程,在每次错误的选择中学习。低估了snap的韧性","listText":"记录一下自己打脸的过程,在这次四融期间$12抛了,买了put的期权,最后赔了。snap已经涨回来了,确实有神秘东方力量的加成吧。投资就是不断打脸的过程,在每次错误的选择中学习。低估了snap的韧性","text":"记录一下自己打脸的过程,在这次四融期间$12抛了,买了put的期权,最后赔了。snap已经涨回来了,确实有神秘东方力量的加成吧。投资就是不断打脸的过程,在每次错误的选择中学习。低估了snap的韧性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927169734","repostId":"916592451","repostType":1,"repost":{"id":916592451,"gmtCreate":1579617701973,"gmtModify":1704339995959,"author":{"id":"76136780479801","authorId":"76136780479801","name":"numbers","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"76136780479801","authorIdStr":"76136780479801"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a>从10抱到14,之后跌到7,后悔没多建仓,目标25清一半,再等入仓时机。","listText":"<a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a>从10抱到14,之后跌到7,后悔没多建仓,目标25清一半,再等入仓时机。","text":"$Snap Inc(SNAP)$从10抱到14,之后跌到7,后悔没多建仓,目标25清一半,再等入仓时机。","images":[{"img":"https://static.tigerbbs.com/bf924817a802d28da155cc31d38f3add","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916592451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927374033,"gmtCreate":1588766470422,"gmtModify":1704178339560,"author":{"id":"76136780479801","authorId":"76136780479801","name":"numbers","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"76136780479801","authorIdStr":"76136780479801"},"themes":[],"htmlText":"还会更严重 因为疫情没有控制住就复工 除非他们给安排员工宿舍 减少外界接触 这也是真的没办法了","listText":"还会更严重 因为疫情没有控制住就复工 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,对于打新这你怎么看?","htmlText":"网传的时间不一定准,下面这几个消息都是目前网传的,目前也只能根据这个来做规划。这里先给大伙儿做个选票。 <a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>回港IPO 预计认购时间:6.2-6.5(下周二至周四) 预计暗盘时间:6.11 预计上市时间:6.12 预计一手资金:10,000~12,000 港元 保荐人:摩根大通、中金、瑞信等 (别怕,虽然有中金,但主要还是摩根和瑞信,就是给中金一点面子,中金不敢造次,阿里当时都有中金来着,只要不是中金独家保荐的,一般问题不大) 京东回港IPO 预计认购时间:6.8-6.11 预计暗盘时间:6.17 预计上市时间:6.18 预计一手资金:15,000~18,000 港元 保荐人:瑞银、美林、中银国际等 传网易将于下周在港交所公开招股 融资约156亿元至234亿港元: 据信报,内地互联网公司网易及京东两只中概股回归香港第二上市在即;据消息人士透露,网易将“抢闸”在下周二至周五(6月2日至5日)公开招股,估计集资额较早前市传的10亿至20亿美元(约78亿至156亿港元)进一步增加,最新介乎20亿至30亿美元(约156亿元至234亿港元)。 至于京东亦已初步敲定,暂计划在6月8日至11日公开招股。募资规模:30亿美元左右 据媒体消息,网易和京东打新撞车,认购网易的资金无法及时回笼认购京东。重要提示!如果网易和京东均想参与认购,需要预留️2份 本金。 再看看京东和网易的美股相关信息, 网易Q1财报核心数据。 根据财报来看,今年一季度网易净营收为170.6亿元人民币(约合24亿美元),同比增长18.3%,超出市场预期的155.87亿元,去年同期为144.42亿元;归属于网易公司股东的持续经营净利润为35.5亿元(约合5.015亿美元),同比增长30%,亦超","listText":"网传的时间不一定准,下面这几个消息都是目前网传的,目前也只能根据这个来做规划。这里先给大伙儿做个选票。 <a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易(09999)$</a>回港IPO 预计认购时间:6.2-6.5(下周二至周四) 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