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Destiny Tech100 Inc(DXYZ)
盘后
27.32
-0.48
-1.73%
19:59 EDT
27.80
-0.99
-3.44%
行情数据延迟15分钟
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书柜
·
06-16
$Destiny Tech100 Inc(DXYZ)$
个人感觉,只要你看好它,短期下跌,蛋疼何所惧啊,
$Destiny Tech100 Inc(DXYZ)$ 个人感觉,只要你看好它,短期下跌,蛋疼何所惧啊,
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李韭菜:
你这句话对五千个股都适用
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cky10327
·
06-15
$Destiny Tech100 Inc(DXYZ)$
长期作战了看来要[生气]
$Destiny Tech100 Inc(DXYZ)$ 长期作战了看来要[生气]
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李韭菜:
为什么 spacex 疯涨它却跌呢?不是有持股 spacex 吗?
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2
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风铃泡泡
·
06-13
$Destiny Tech100 Inc(DXYZ)$
跌了25%逻辑是什么
$Destiny Tech100 Inc(DXYZ)$ 跌了25%逻辑是什么
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chenx32401:
正宫娘娘大驾,嫔妃靠边
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请叫我瞳哥
·
06-11
昨日市场下挫,一方面是SMCI融资利空带崩AI算力,加上通胀反弹、地缘局势升温,高位科技股集中兑现。 今日盘前迎来修复行情,科技、太空板块率先回暖。今晚PPI是关键,反弹能否延续看数据表现,短期聚焦芯片、存储和太空方向。 个股方面: DXYZ:终于止跌并观察反弹力度,在SpaceX上市之后将做出最终的调整。 CRWV:止跌先维稳几个交易日,等待SpaceX上市之后,资金切换回来,将会开启上涨空间。 NNE,CRML等等的其他持仓都随着这段时间大盘的下杀而下跌,先卧倒先等待自然的修复,当有合适的加仓机会,我会马上更新帖子。
$Destiny Tech100 Inc(DXYZ)$
$CoreWeave, Inc.(CRWV)$
$NANO Nuclear Energy Inc(NNE)$
昨日市场下挫,一方面是SMCI融资利空带崩AI算力,加上通胀反弹、地缘局势升温,高位科技股集中兑现。 今日盘前迎来修复行情,科技、太空板块率先回暖。今晚P...
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Yelena_007:
哥 亏40%了… 🈹️还是继续装死
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伏牛山南小牧童
·
06-13
$Destiny Tech100 Inc(DXYZ)$
还有拿的意义吗?割了不
$Destiny Tech100 Inc(DXYZ)$ 还有拿的意义吗?割了不
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个人简介1
·
06-09
$Destiny Tech100 Inc(DXYZ)$
28以上进的都要挂树上了
$Destiny Tech100 Inc(DXYZ)$ 28以上进的都要挂树上了
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馥郁人生:
52的成本,在山顶[笑哭]
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王博雅投资
·
06-19 10:47
AI降价、SpaceX入指、QDII额度:近期纳指100到底怎么看?
1 引言 自 ChatGPT 3.5 问世以来,AI 一直是美股市场最重要的主线之一,尤其是纳指100投资者,几乎每天都能看到各种互相矛盾的说法。 有人说 AI 需求还在爆发; 有人说 AI 支出已经降温; 有人说 token 太贵,客户用不起; 有人说 token 降价,厂商收不回投资; 有人说 GPU 太贵、折旧太快,云厂商要被拖垮; 有人说 GPU 租赁价格又涨了,算力依然供不应求; 有人说美国大模型继续领先,纳指100还能涨; 有人说中国大模型价格太低,美国 AI 要被卷死; 现在又多了 SpaceX 进入纳指100、QDII额度、场内溢价这些问题。这些说法单独看,好像都有点道理;放在一起看,又很容易让人越看越乱。 所以这篇文章,我不想喊口号,也不想简单看多或看空,而是把近期最重要的几个问题聊一聊: AI 需求到底还猛不猛? token 降价到底是好事还是坏事? GPU 会不会快速贬值? 云厂商投 AI 能不能收回钱? 中国大模型会不会卷死美国 AI? SpaceX 进入纳指100会不会拖垮指数? QDII额度和纳指溢价又该怎么看? 以下都是我的个人理解,不一定对,但尽量用数据和逻辑说话。 2 分析与讨论 2.1 AI的需求还很猛吗? 市场对于AI的需求很猛很猛。 这里我们重点观察两个代表性数据来说明。 第一个数据是openrouter(全球最大的第三方token接入站点)上的每周token调用量数据。 根据下表可以看到,openrouter上token的周环比增速大约在10%以上。这个数据是很恐怖的,普通产业的增长速度大约是每年10%,这意味着一年顶上普通产业52年的发展速度。 第二个数据就是anthropic公司的ARR年化收入。 可能部分人对anthropic公司不太熟悉,主要因为他主要面向公司客户以及编程市场,现在这家公司现在估值已经接近1万亿美元,已经超过
AI降价、SpaceX入指、QDII额度:近期纳指100到底怎么看?
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Yelena_007
·
06-08
$Destiny Tech100 Inc(DXYZ)$
大家都走了吗 讨论区都没新帖了啊[捂脸]
$Destiny Tech100 Inc(DXYZ)$ 大家都走了吗 讨论区都没新帖了啊[捂脸]
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亿千:
看着一群散户炒股吗? 然后听他们告诉你 没事 会反弹的?
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10
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牛妞婆
·
06-09
$Destiny Tech100 Inc(DXYZ)$
35了,是因为spaceX的IPO吗,都不得不捧正主儿了吗?还是顺便杀小散啊🤔 随他去吧!今天学的新词!
$Destiny Tech100 Inc(DXYZ)$ 35了,是因为spaceX的IPO吗,都不得不捧正主儿了吗?还是顺便杀小散啊🤔 随他去吧!今天学的新词!
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雪哥观澜
·
06-12
SpaceX半年内股价必腰斩
公众号又改了推送算法,为免失联,请关注+⭐️星标 半年前写了一篇SpaceX借船出海的帖子,里面讲到了到了DXYZ。 有的人已经上船发了财,有的人还在观望。 没上的话现在也没必要上了,因为SpaceX的真身今天就要来了。 如果你正在摩拳擦掌准备冲进去,我建议你先把这篇看完。 话先放这里了,SpaceX半年内股价必定腰斩。 原因就一个字,贵——太贵了! 01 超级无敌贵到离谱的估值 SpaceX IPO估值1.8万亿美元,直接杀进美股估值前十名。 排在他前面的也就英伟达、谷歌、苹果、微软、亚马逊,这五家都是富到牛油的现金奶牛,SpaceX一家流血不止的公司,凭什么? 细看SpaceX2025年的营收仅为187亿美元,净亏损49亿美元。 前面提到的这五家我们就不比了,没什么好比的,我们拿跟SpaceX估值差不多的来比一比——博通。 博通2025年的营收是639亿美元,利润是231亿美元。 为什么这么贵?大家都知道SpaceX卖的不是现在,是未来。 全球独家可重复使用的火箭发射,铺天盖地的星链,把数据中心搬上太空的宏大计划...... 一个比一个性感,一个比一个遥远。 高盛画的饼很大,2030 年总营收 4740 亿美元(AI 3220 亿、Starlink 1440 亿、火箭 83 亿),调整后 EBITDA 3520 亿。 现在SpaceX来到你面前了,就像一个良家妇女遇到一个进京赶考的穷秀才,你看他天庭饱满、五岳朝拱,必是人中龙凤,要不要投资一下? 02 丹麦养老基金明确拉黑 丹麦AkademikerPension养老基金明确表示把SpaceX列入投资黑名单,不管价格怎样都不会买入。 他们认为SpaceX合理估值不超过1万亿美元,现在已经严重高估了。 而且公司的治理结构存在严重的问题,马斯克就是SpaceX的土皇帝,控制约80%投票权、同时担任CEO/CTO/董事长,没有任
SpaceX半年内股价必腰斩
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畜牧教主马斯克:
不盈利全靠远程畜牧业的公司不跌说不过去,不上市还有梦想,上市了就是梦碎的时候。
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公司概况
公司名称
Destiny Tech100 Inc
所属市场
NYSE
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.destiny.xyz/tech100
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
Destiny Tech100 Inc.是一家非多元化、封闭式管理投资公司。 该公司成立于2020年11月18日,总部位于德克萨斯州奥斯汀。
2025-07-16
关联方拟减持公告
Form 144 | Destiny Tech100高管 Sohail Prasad 拟减持409500股,总价约1411万美元
Form 144 | Destiny Tech100高管 Sohail Prasad 拟减持409500股,总价约1411万美元
2025-07-11
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2025-06-14
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2025-05-20
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2024-06-25
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-12-21
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-09-26
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-08-26
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-07-13
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-06-06
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2023-02-14
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2022-12-01
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2022-12-01
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2022-07-09
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
分时
5日
日
周
月
数据加载中...
最高
28.95
今开
28.67
量比
0.35
最低
26.80
昨收
28.79
换手率
20.59%
热议股票
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