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Opendoor Technologies Inc(OPEN)
盘后
4.34
0.00
+0.03%
17:33 EDT
4.34
+0.03
+0.70%
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李韭菜
·
05-28
$Opendoor Technologies Inc(OPEN)$
昨晚主力洗盘洗掉部分超短投机者,今日盘前普跌的情况下依然坚挺,OPEN 被收录入罗素3000,未来可期!
$Opendoor Technologies Inc(OPEN)$ 昨晚主力洗盘洗掉部分超短投机者,今日盘前普跌的情况下依然坚挺,OPEN 被收录入罗素3...
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roseking
·
05-13
升级版的五粮液,库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了
共识预期只是起点?华尔街提前锁定英伟达Q1财报“碾压式”超预期,目标价最高看至315美元
业绩预期:共识只是起点,巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元,调整后每股收益为1.75美元。2026财年第四季度,公司营收超出市场预期19亿美元,而第三季度更是超出20亿美元以上。花旗预计,英伟达Q1营收将达到800亿美元,比市场共识高出约14亿美元。目前,该分析师已将其目标价从250美元上调至275美元,并维持“买入”评级。
共识预期只是起点?华尔街提前锁定英伟达Q1财报“碾压式”超预期,目标价最高看至315美元
升级版的五粮液,库存商品先出库给亚马逊谷歌甲骨文微软OPEN AI了
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骐骥驰骋
·
03-05
$Opendoor Technologies Inc(OPEN)$
特朗普是要支持美国房地产起飞的,而现在伊朗🇮🇷现场特朗普不可能速战速决,市场的恐惧正在降低,这支股票应该会回到上升通道。
$Opendoor Technologies Inc(OPEN)$ 特朗普是要支持美国房地产起飞的,而现在伊朗🇮🇷现场特朗普不可能速战速决,市场的恐惧正在降...
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三元三桥
·
02-23
$Opendoor Technologies Inc(OPEN)$
美股太难玩了,拉起就爆砸
$Opendoor Technologies Inc(OPEN)$ 美股太难玩了,拉起就爆砸
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三元三桥:
老特应该想让美国房地产复苏
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三元三桥
·
02-24
$Opendoor Technologies Inc(OPEN)$
为什么买啥啥暴跌呢
$Opendoor Technologies Inc(OPEN)$ 为什么买啥啥暴跌呢
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三元三桥
·
02-23
$Opendoor Technologies Inc(OPEN)$
一天就结束了,不可能,还能买,应该还有高点
$Opendoor Technologies Inc(OPEN)$ 一天就结束了,不可能,还能买,应该还有高点
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小虎老师
·
02-23
周评:主要指数反弹,成长股跑赢价值股,原油"觉醒",关注英伟达等财报
一、上周回顾 1. 美国市场——主要指数反弹,成长股跑赢价值股,通胀加速 温和反弹:美国主要股指有所恢复。
$纳斯达克(.IXIC)$
指数收涨1.5%,终结了连续五周下跌的颓势;
$标普500(.SPX)$
上涨1.1%,
$道琼斯(.DJI)$
微涨0.3%。 GDP增速放缓:美国第四季度GDP年化增长率为1.4%,低于经济学家普遍预期的约2.5%。其中一个负面因素是第四季度政府停摆期间联邦支出下降。 通胀加速:周五发布的个人消费支出价格指数(PCE)显示,12月通胀年率升至2.9%,为2024年3月以来最高水平。 成长股跑赢价值股:作为成长股基准的
$罗素2000指数ETF(IWM)$
上周收涨约1.7%,跑赢价值股指数;而罗素1000价值指数仅上涨0.7%。 收益率小幅上升:10年期美国国债收益率本周收于约4.08%,高于前一周创下的年内低点4.05%。 原油觉醒:美国原油价格
$WTI原油主连 2604(CLmain)$
上涨近6%,创下六个多月以来最高水平。 加密货币下跌:周五,
$比特币(BTC.USD.CC)$
交易价格跌破68,000美元,今年以来累计下跌约23%,远低于去年10月创下的约126,000美元的历史高点。 2. 美国板块与个股——基础材料、工业和能源股
周评:主要指数反弹,成长股跑赢价值股,原油"觉醒",关注英伟达等财报
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財報話你知
·
02-26
🪙Opendoor最新第四季财报拆解:EBITDA齐齐跑赢预期,业务转型见成果?
在快速变化的房地产科技领域,Opendoor Technologies Inc.
$Opendoor Technologies Inc(OPEN)$
作为一家领先的 iBuyer(即时购买者)公司,一直以来以其创新模式吸引投资者的目光。 该公司透过线上平台直接向卖家购买房屋,经过翻新后再转售,从而简化传统房地产交易流程。 2026 年 2 月 19 日,Opendoor 发布了 2025 年第四季度(Q4)财报,这份报告不仅显示公司营运转型的初步成效,更在关键财务指标上超出华尔街分析师的预期。 具体而言,Q4 营收达到 7.36 亿美元,远高于市场共识的 5.94 亿至 5.96 亿美元;调整后 EBITDA 亏损为 4,300 万美元,好于预期的 4,700 万至 4,900 万美元亏损。 这一成绩在房地产市场仍面临高利率与库存压力之际,尤为引人注目。 Opendoor 公司概况与历史背景 opendoor.com Opendoor 成立于 2014 年,总部位于旧金山,是一家利用科技重塑房地产交易的公司。 其核心业务模式为「iBuying」,即透过演算法快速评估房屋价值,向卖家提供即时现金报价,购买后进行必要翻新并重新上市销售。这一模式在疫情期间曾经蓬勃发展,2021 年公司市值一度超过 100 亿美元。然而,2022 年以来,受联邦储备局升息、房市冷却与库存积压影响,Opendoor 面临严峻挑战,股价大幅下滑,2025 年初市值仅约 30 亿美元。 2025 年,Opendoor 推出「Opendoor 2.0」转型计划,由新任 CEO Kaz Nejatian 领导,重点包括提升收购规模、改善单位经济学、加速库存周转,并转向直接面向消费者的关系建立。Q4 财报正是这一计划的初步
🪙Opendoor最新第四季财报拆解:EBITDA齐齐跑赢预期,业务转型见成果?
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三元三桥
·
02-26
$Opendoor Technologies Inc(OPEN)$
该涨了拉
$Opendoor Technologies Inc(OPEN)$ 该涨了拉
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三元三桥
·
02-23
$Opendoor Technologies Inc(OPEN)$
10元见
$Opendoor Technologies Inc(OPEN)$ 10元见
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公司概况
公司名称
Opendoor Technologies Inc
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.opendoor.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
Opendoor Technologies Inc.于2013年12月30日在特拉华州成立。该公司是通过与Social Capital Hedosophia Holdings Corp. II(“SCH”)的业务合并而成立的。根据该业务合并,Opendoor Labs Inc.成为SCH的全资子公司,SCH将其名称从“Social Capital Hedosophia Holdings Corp. II”改为“Opendoor Technologies Inc.”,于2020年12月18日完成。Opendoor是一家领先的住宅房地产交易电子商务平台。通过利用软件、数据科学、产品设计和运营,Opendoor正在为住宅房地产建立一个可管理的市场,与传统的房地产交易相比,它为买卖双方提供了更好的体验。
05-20
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
05-08
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
05-08
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-29
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-17
关联方拟减持公告
Form 144 | Opendoor COO Giang Nguyen 拟减持10866股,总价约49006美元
Form 144 | Opendoor COO Giang Nguyen 拟减持10866股,总价约49006美元
04-09
超过5%披露
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
Form SCHEDULE 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]
03-04
关联方拟减持公告
Form 144 | OPENDOOR 高管 Shrisha Radhakrishna 拟减持10000股,总价约50500美元
Form 144 | OPENDOOR 高管 Shrisha Radhakrishna 拟减持10000股,总价约50500美元
02-19
年度报告
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
02-19
关联方拟减持公告
Form 144|Opendoor Technologies Inc.财务总监 Christina Schwartz拟减持74248股,总价约33万美元
Form 144|Opendoor Technologies Inc.财务总监 Christina Schwartz拟减持74248股,总价约33万美元
02-19
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
01-26
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-12-15
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-11-24
关联方拟减持公告
Form 144 | Opendoor Technologies 高管 Sydney Schaub 拟减持610675股,总价约408.54万美元
Form 144 | Opendoor Technologies 高管 Sydney Schaub 拟减持610675股,总价约408.54万美元
2025-11-21
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-11-18
关联方拟减持公告
Form 144 | Opendoor Technologies Inc. 高管 Schwartz Christina 拟减持73951股,总价约58.4万美元
Form 144 | Opendoor Technologies Inc. 高管 Schwartz Christina 拟减持73951股,总价约58.4万美元
分时
5日
日
周
月
数据加载中...
最高
4.56
今开
4.36
量比
1.06
最低
4.08
昨收
4.31
换手率
4.74%
热议股票
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15:25","market":"us","language":"zh","title":"共识预期只是起点?华尔街提前锁定英伟达Q1财报“碾压式”超预期,目标价最高看至315美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635203249","media":"智通财经","summary":"业绩预期:共识只是起点,巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元,调整后每股收益为1.75美元。2026财年第四季度,公司营收超出市场预期19亿美元,而第三季度更是超出20亿美元以上。花旗预计,英伟达Q1营收将达到800亿美元,比市场共识高出约14亿美元。目前,该分析师已将其目标价从250美元上调至275美元,并维持“买入”评级。","content":"<html><head></head><body><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>即将于美东时间5月20日盘后公布2027财年第一季度财报,华尔街顶级投行和分析师近日纷纷发布研报,展现出愈发强烈的看涨情绪。从花旗到<a href=\"https://laohu8.com/S/GS\">高盛</a>,再到Susquehanna和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>,机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单,并基于强劲的AI需求大幅上调了目标价。</p><p><strong>业绩预期:共识只是起点,巨额上修成常态</strong></p><p>市场普遍预期英伟达第一季度营收约为786亿美元,调整后每股收益为1.75美元。然而,多位分析师认为,这一共识预期过于保守。</p><p>事实上,对英伟达而言,业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言,市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度,公司营收超出市场预期19亿美元,而第三季度更是超出20亿美元以上。事实上,在过去12个季度中,仅有三个季度未能实现超过10亿美元的超预期表现。</p><p>花旗预计,英伟达Q1营收将达到800亿美元,比市场共识高出约14亿美元。花旗分析师指出,这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度,花旗预测营收将继续环比增长11%,达到890亿美元,同样远超市场预期的870亿美元。</p><p>花旗表示:“根据最新数据反映出的Blackwell芯片需求上升,我们上调了GPU出货量预期,现预计总量为1120万单元(同比增长58%,此前为1060万单元)。此外,管理层在2026年GTC大会上对Blackwell出货进度的积极表态,也令我们上调2027财年(截至2027年1月)Blackwell的出货预期,增幅为9%,达到730万单元,主要受B300持续强劲出货推动。”</p><p>花旗补充道:“在出货量提升及产品结构优化的双重推动下,我们预计2027财年总营收将达到2840亿美元,同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计,在2026至2027财年,AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间,其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU,以及软件与服务收入。”</p><p>Susquehanna分析师Christopher Rolland同样认为,随着英伟达新一代GB300 AI系统需求持续增长,公司第一季度的财报和业绩展望将表现强劲。目前,该分析师已将其目标价从250美元上调至275美元,并维持“买入”评级。</p><p>Rolland指出,英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计,目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍,显著高于华尔街此前的预期。</p><p>该分析师还提到,黄仁勋近期预测,Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断,Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。</p><p>富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测,将营收和每股收益预期分别上调至803亿美元和1.78美元,并上调目标价至315美元。该行指出,这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调,AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计,随着算力需求持续超过供给,英伟达数据中心收入将在未来几年实现飞跃式增长。</p><p>具体而言,他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW,提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 GW。据此,Rakers目前预计英伟达2027、2028及2029财年的数据中心收入将分别达到3525亿美元(同比增长82%)、5039亿美元(同比增长43%)和6248亿美元(同比增长24%),这些预测分别高出市场当前预期3%、11%和15%。</p><p>Rakers还预计,在Vera-Rubin平台正式推出之前,英伟达将在2027财年第二季度继续表现出对Blackwell芯片的强劲需求。因此,他同步上调了对第二财季的数据中心收入、总收入和每股收益的预期,目前预计2027财年第二季度收入为830亿美元,每股收益为1.98美元。</p><p><strong>风险与估值:高门槛下的重估可能</strong></p><p>尽管基本面强劲,但分析师也并非无视风险。高盛在维持“买入”评级和250美元目标价的同时,提醒投资者“进入财报季,该股跑赢大盘的门槛相对较高”。该行更新后的2026/2027年预估分别比市场普遍预期高出14%和34%,认为正向的盈利修正和估值重估将是未来12个月股价跑赢大盘的驱动力。</p><p>高盛认为,市场将密切关注英伟达在GTC大会上给出的万亿美元数据中心指引是否还有进一步上调空间,以及智能体AI对服务器CPU业务的潜在拉动作用。同时,投入成本上升背景下的毛利率前景也是焦点。</p><p>不过,高盛也承认,英伟达当前的估值相较历史水平和同行存在显著折价,如果业绩超预期并上调指引,很可能会出现“多重估值重评”驱动的股价上涨。</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\" 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float: 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共识预期只是起点?华尔街提前锁定英伟达Q1财报“碾压式”超预期,目标价最高看至315美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 15:25 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1441118.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着英伟达即将于美东时间5月20日盘后公布2027财年第一季度财报,华尔街顶级投行和分析师近日纷纷发布研报,展现出愈发强烈的看涨情绪。从花旗到高盛,再到Susquehanna和富国银行,机构们普遍预计英伟达将再次交出一份“业绩超预期并上调指引”(Beat and Raise)的亮眼成绩单,并基于强劲的AI需求大幅上调了目标价。业绩预期:共识只是起点,巨额上修成常态市场普遍预期英伟达第一季度营收约为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1441118.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0029864427.USD":"TEMPLETON 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Raise)的亮眼成绩单,并基于强劲的AI需求大幅上调了目标价。业绩预期:共识只是起点,巨额上修成常态市场普遍预期英伟达第一季度营收约为786亿美元,调整后每股收益为1.75美元。然而,多位分析师认为,这一共识预期过于保守。事实上,对英伟达而言,业绩大幅超预期并非新鲜事。正如其CEO黄仁勋所言,市场对英伟达GPU的需求“疯狂”高涨。2026财年第四季度,公司营收超出市场预期19亿美元,而第三季度更是超出20亿美元以上。事实上,在过去12个季度中,仅有三个季度未能实现超过10亿美元的超预期表现。花旗预计,英伟达Q1营收将达到800亿美元,比市场共识高出约14亿美元。花旗分析师指出,这一巨大增量主要归功于“比预期更强劲的B300芯片产能爬坡”。对于第二季度,花旗预测营收将继续环比增长11%,达到890亿美元,同样远超市场预期的870亿美元。花旗表示:“根据最新数据反映出的Blackwell芯片需求上升,我们上调了GPU出货量预期,现预计总量为1120万单元(同比增长58%,此前为1060万单元)。此外,管理层在2026年GTC大会上对Blackwell出货进度的积极表态,也令我们上调2027财年(截至2027年1月)Blackwell的出货预期,增幅为9%,达到730万单元,主要受B300持续强劲出货推动。”花旗补充道:“在出货量提升及产品结构优化的双重推动下,我们预计2027财年总营收将达到2840亿美元,同比增长79%。我们对GPU营收预测的提升(上调约160亿美元)主要反映了出货量假设的修正。我们预计,在2026至2027财年,AI GPU的销售额平均将占英伟达数据中心总营收的70%至80%高位区间,其余部分主要来自网络业务(以太网与InfiniBand)、独立CPU,以及软件与服务收入。”Susquehanna分析师Christopher Rolland同样认为,随着英伟达新一代GB300 AI系统需求持续增长,公司第一季度的财报和业绩展望将表现强劲。目前,该分析师已将其目标价从250美元上调至275美元,并维持“买入”评级。Rolland指出,英伟达持续受益于主要超大规模云服务商在AI领域的大规模投入。据该分析师估计,目前排名前五的超大规模企业2026年的资本支出预计将接近翻倍,显著高于华尔街此前的预期。该分析师还提到,黄仁勋近期预测,Blackwell与Rubin平台的合计收入到2027年有望超过1万亿美元。基于这一判断,Rolland已将其对这两大平台截至2027年的收入预期从之前的9400亿美元上调至约1万亿美元。富国银行的顶级分析师Aaron Rakers也大幅上调了对第一季度的预测,将营收和每股收益预期分别上调至803亿美元和1.78美元,并上调目标价至315美元。该行指出,这一修正主要反映了数据中心收入预期的提高——从722亿美元上调至746亿美元(同比增长91%)。Rakers强调,AI基础设施的“吉瓦级”容量扩张是主要驱动力。他预计,随着算力需求持续超过供给,英伟达数据中心收入将在未来几年实现飞跃式增长。具体而言,他预计英伟达的GPU计算基础设施吉瓦容量将从2026财年的约9.2 GW,提升至2027财年的近15.7 GW、2028财年的20.8 GW以及2029财年的25.2 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