+关注
百事可乐201609
暂无个人介绍
IP属地:浙江
589
关注
20
粉丝
33
主题
0
勋章
主贴
热门
百事可乐201609
11-20 15:18
这篇文章不错,转发给大家看看
@二套房研究员:纳指ETF,不只有QQQ:谁才是收益之王?
百事可乐201609
10-31
第三张图虽然有重复的部分,但还是一笔连完所有南瓜🎃。
百事可乐201609
10-31
第一张图
百事可乐201609
10-31
第二张图
百事可乐201609
10-30
$三倍做多半导体ETF-Direxion Daily(SOXL)$
百事可乐201609
10-30
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$
百事可乐201609
10-30
$谷歌A(GOOGL)$
牛逼!
百事可乐201609
10-26
这篇文章不错,转发给大家看看
@新财富资讯:股价半年涨3倍,英伟达「亲儿子」CoreWeave: 是算力神话还是估值泡沫?
百事可乐201609
10-25
不知道🤷♀️基本不亏但也发不了财。
百事可乐201609
10-24
这篇文章不错,转发给大家看看
抱歉,原内容已删除
百事可乐201609
10-17
这篇文章不错,转发给大家看看
@NI500:十年内,SoFi能否跻身美国银行业前十?
百事可乐201609
10-15
这篇文章不错,转发给大家看看
@话题虎:大摩列出“国家安全指数”股票池!稀土、核能、算力能源…你会入手吗?
百事可乐201609
10-15
这篇文章不错,转发给大家看看
@孟浩:美股稀土股集体暴涨,这波是真复苏还是假高潮?
百事可乐201609
10-11
这篇文章不错,转发给大家看看
抱歉,原内容已删除
百事可乐201609
10-11
这篇文章不错,转发给大家看看
抱歉,原内容已删除
百事可乐201609
10-01
$三倍做多半导体ETF-Direxion Daily(SOXL)$
百事可乐201609
10-01
$谷歌A(GOOGL)$
百事可乐201609
10-01
$谷歌A(GOOGL)$
百事可乐201609
09-11
$Figure Technology Solutions(FIGR)$
百事可乐201609
08-28
点赞
@老陈翡翠:
$TRYHARD HOLDINGS LIMITED(THH)$
TryHard Holdings(Nasdaq:THH)创立于2013年,总部位于日本大阪,全职雇员110人,是一家在日本运营的生活方式娱乐公司,提供涵盖娱乐和酒店行业的多元化服务,致力于通过提供创新的解决方案、卓越的体验和无与伦比的服务,成为娱乐行业的卓越参与者。
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3434867142275235","uuid":"3434867142275235","gmtCreate":1471779585925,"gmtModify":1604718162215,"name":"百事可乐201609","pinyin":"bskl201609baishikele201609","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","hatId":"ca_profile_frame_Lm11L6","hatName":"","vip":1,"status":2,"fanSize":20,"headSize":589,"tweetSize":202,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":33,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":35,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.22","exceedPercentage":"93.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.52%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":78,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":502187213759360,"gmtCreate":1763623080085,"gmtModify":1763623082397,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"title":"","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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502187213759360","repostId":"437380278661712","repostType":1,"repost":{"id":437380278661712,"gmtCreate":1747795191723,"gmtModify":1747810394949,"author":{"id":"4178258832114400","authorId":"4178258832114400","name":"二套房研究员","avatar":"https://static.tigerbbs.com/b6933abdd949be419ea794498d4ba78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178258832114400","authorIdStr":"4178258832114400"},"themes":[],"title":"纳指ETF,不只有QQQ:谁才是收益之王?","htmlText":"最近科技股波动明显,不少投资者开始关注:如何在参与科技股成长的同时,也能拿到稳定的现金回报? 其实,除了大家熟悉的QQQ,市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI,尤其是近期快速崛起的新秀QQQI,在收益率和税收效率上都表现不俗。 要这么选?先贴答案: 追求稳定高收益,对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率,不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较,感兴趣的小伙伴可以继续往下看~ QYLD:老牌收益王者,分红稳定但增长有限 全称:Global X NASDAQ 100 Covered Call ETF 费用率:0.60% 分红频率:月度 年化分红率:约11%-12% QYLD采用典型的Covered Call(覆盖式看涨期权)策略:持有纳指100成分股的同时,每月卖出平值看涨期权赚取权利金。 优势:分红稳定且高。以1万美元持有为例,每月能拿到80-100美元分红。 劣势:上涨行情容易掉队。比如今年QQQ总回报为-4.8%,而QYLD为-7.0%,差距明显。 JEPQ:更灵活的均衡派,分红+成长两手抓 全称:JPMorgan Nasdaq Equity Premium Income ETF 费用率:0.35% 年化分红率:约9%-11% 资产规模:83亿美元 JEPQ并不简单复制纳指100,而是由摩根大通团队主动筛选高质量成长股,并通过部分备兑策略,保留部分上涨空间。 优势:在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD,表现略优。 额外亮点:费用较低,仅0.35%。 QQQI:新晋黑马,靠税收效率脱颖而出 全称:NEOS NASDAQ-100® High Income ETF 费用率:0.68% 年化分红率:约14.38% 推出时间:2024年1月","listText":"最近科技股波动明显,不少投资者开始关注:如何在参与科技股成长的同时,也能拿到稳定的现金回报? 其实,除了大家熟悉的QQQ,市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI,尤其是近期快速崛起的新秀QQQI,在收益率和税收效率上都表现不俗。 要这么选?先贴答案: 追求稳定高收益,对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率,不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较,感兴趣的小伙伴可以继续往下看~ QYLD:老牌收益王者,分红稳定但增长有限 全称:Global X NASDAQ 100 Covered Call ETF 费用率:0.60% 分红频率:月度 年化分红率:约11%-12% QYLD采用典型的Covered Call(覆盖式看涨期权)策略:持有纳指100成分股的同时,每月卖出平值看涨期权赚取权利金。 优势:分红稳定且高。以1万美元持有为例,每月能拿到80-100美元分红。 劣势:上涨行情容易掉队。比如今年QQQ总回报为-4.8%,而QYLD为-7.0%,差距明显。 JEPQ:更灵活的均衡派,分红+成长两手抓 全称:JPMorgan Nasdaq Equity Premium Income ETF 费用率:0.35% 年化分红率:约9%-11% 资产规模:83亿美元 JEPQ并不简单复制纳指100,而是由摩根大通团队主动筛选高质量成长股,并通过部分备兑策略,保留部分上涨空间。 优势:在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD,表现略优。 额外亮点:费用较低,仅0.35%。 QQQI:新晋黑马,靠税收效率脱颖而出 全称:NEOS NASDAQ-100® High Income ETF 费用率:0.68% 年化分红率:约14.38% 推出时间:2024年1月","text":"最近科技股波动明显,不少投资者开始关注:如何在参与科技股成长的同时,也能拿到稳定的现金回报? 其实,除了大家熟悉的QQQ,市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI,尤其是近期快速崛起的新秀QQQI,在收益率和税收效率上都表现不俗。 要这么选?先贴答案: 追求稳定高收益,对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率,不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较,感兴趣的小伙伴可以继续往下看~ QYLD:老牌收益王者,分红稳定但增长有限 全称:Global X NASDAQ 100 Covered Call ETF 费用率:0.60% 分红频率:月度 年化分红率:约11%-12% QYLD采用典型的Covered Call(覆盖式看涨期权)策略:持有纳指100成分股的同时,每月卖出平值看涨期权赚取权利金。 优势:分红稳定且高。以1万美元持有为例,每月能拿到80-100美元分红。 劣势:上涨行情容易掉队。比如今年QQQ总回报为-4.8%,而QYLD为-7.0%,差距明显。 JEPQ:更灵活的均衡派,分红+成长两手抓 全称:JPMorgan Nasdaq Equity Premium Income ETF 费用率:0.35% 年化分红率:约9%-11% 资产规模:83亿美元 JEPQ并不简单复制纳指100,而是由摩根大通团队主动筛选高质量成长股,并通过部分备兑策略,保留部分上涨空间。 优势:在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD,表现略优。 额外亮点:费用较低,仅0.35%。 QQQI:新晋黑马,靠税收效率脱颖而出 全称:NEOS NASDAQ-100® High Income ETF 费用率:0.68% 年化分红率:约14.38% 推出时间:2024年1月","images":[{"img":"https://static.tigerbbs.com/693093b933be42d6de6030e073d30430","width":"827","height":"418"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437380278661712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495145498763720,"gmtCreate":1761916249915,"gmtModify":1761916480714,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"第三张图虽然有重复的部分,但还是一笔连完所有南瓜🎃。","listText":"第三张图虽然有重复的部分,但还是一笔连完所有南瓜🎃。","text":"第三张图虽然有重复的部分,但还是一笔连完所有南瓜🎃。","images":[{"img":"https://static.tigerbbs.com/a0a49f03e6e577018eeaee5ebbad950b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495145498763720","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":495145421402544,"gmtCreate":1761916146919,"gmtModify":1761916480462,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"第一张图","listText":"第一张图","text":"第一张图","images":[{"img":"https://static.tigerbbs.com/11fdc3fc89020d81d6c073766243dec7"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495145421402544","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":495144259142000,"gmtCreate":1761916125211,"gmtModify":1761916480839,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"第二张图","listText":"第二张图","text":"第二张图","images":[{"img":"https://static.tigerbbs.com/239a6919fe0ae75a3f3f9366b7570701"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495144259142000","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":494598626653056,"gmtCreate":1761781912828,"gmtModify":1761781924379,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"1\"></v-v> ","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://static.tigerbbs.com/1a913c655edb0b158a82b5e8bebe6f86","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494598626653056","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494599397827032,"gmtCreate":1761781878204,"gmtModify":1761781890880,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a> ","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$","images":[{"img":"https://static.tigerbbs.com/61f8e7b32cf5b7f5940860bdbca16c4d","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494599397827032","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494598162010272,"gmtCreate":1761781371487,"gmtModify":1761788525454,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> 牛逼!","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> 牛逼!","text":"$谷歌A(GOOGL)$ 牛逼!","images":[{"img":"https://static.tigerbbs.com/ee0a58a0f09357d28f0b30c3c7ef952c","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494598162010272","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":493501036478464,"gmtCreate":1761467745776,"gmtModify":1761467748125,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493501036478464","repostId":"491922672246856","repostType":1,"repost":{"id":491922672246856,"gmtCreate":1761119461246,"gmtModify":1761191060450,"author":{"id":"4218081059847062","authorId":"4218081059847062","name":"新财富资讯","avatar":"https://static.tigerbbs.com/503648c6c3264bc296cb3194c98655ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218081059847062","authorIdStr":"4218081059847062"},"themes":[],"title":"股价半年涨3倍,英伟达「亲儿子」CoreWeave: 是算力神话还是估值泡沫?","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 一、小新带你识股:这只 AI 算力股凭什么逆势暴涨? 最近美股震荡得让人揪心,纳斯达克指数月初单周回调超 3%,但有只股票却走出了独立行情 ——CoreWeave(CRWV)从 9月的 84 美元一路冲到 125 美元,这段时间最高时股价摸过 153 美元,半年时间股价翻了 3 倍还多。作为盯盘多年的老股民,小新起初以为又是蹭 AI 热点的 “昙花股”,深入研究后才发现,这公司竟是英伟达藏在幕后的 “算力操盘手”。 可能有人还没听过这只票,先给大家科普下:CoreWeave2017 年成立,最早靠加密货币挖矿起家,2019 年转型做 AI 算力服务,今年刚上市就成了美股明星。现在它手上握着 25 万块英伟达 H100/H200 GPU,全球首个 ExaFLOP 级 AI 超级集群就是它建的,连 OpenAI 训练大模型都要找它租算力。更关键的是,这公司背后站着英伟达,新芯片能比对手早拿 5-8 个月,这种 “特权” 在算力军备竞赛里简直是核武器。 二、拆解爆发密码:3 组数据看懂 CRWV 的核心底气 1. 收入增速:比火箭还快的增长曲线 这两年 CRWV 的营收增长堪称 “教科书","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 一、小新带你识股:这只 AI 算力股凭什么逆势暴涨? 最近美股震荡得让人揪心,纳斯达克指数月初单周回调超 3%,但有只股票却走出了独立行情 ——CoreWeave(CRWV)从 9月的 84 美元一路冲到 125 美元,这段时间最高时股价摸过 153 美元,半年时间股价翻了 3 倍还多。作为盯盘多年的老股民,小新起初以为又是蹭 AI 热点的 “昙花股”,深入研究后才发现,这公司竟是英伟达藏在幕后的 “算力操盘手”。 可能有人还没听过这只票,先给大家科普下:CoreWeave2017 年成立,最早靠加密货币挖矿起家,2019 年转型做 AI 算力服务,今年刚上市就成了美股明星。现在它手上握着 25 万块英伟达 H100/H200 GPU,全球首个 ExaFLOP 级 AI 超级集群就是它建的,连 OpenAI 训练大模型都要找它租算力。更关键的是,这公司背后站着英伟达,新芯片能比对手早拿 5-8 个月,这种 “特权” 在算力军备竞赛里简直是核武器。 二、拆解爆发密码:3 组数据看懂 CRWV 的核心底气 1. 收入增速:比火箭还快的增长曲线 这两年 CRWV 的营收增长堪称 “教科书","text":"$CoreWeave, Inc.(CRWV)$ $英伟达(NVDA)$ $Meta Platforms, Inc.(META)$ $微软(MSFT)$ $富国银行(WFC)$ 一、小新带你识股:这只 AI 算力股凭什么逆势暴涨? 最近美股震荡得让人揪心,纳斯达克指数月初单周回调超 3%,但有只股票却走出了独立行情 ——CoreWeave(CRWV)从 9月的 84 美元一路冲到 125 美元,这段时间最高时股价摸过 153 美元,半年时间股价翻了 3 倍还多。作为盯盘多年的老股民,小新起初以为又是蹭 AI 热点的 “昙花股”,深入研究后才发现,这公司竟是英伟达藏在幕后的 “算力操盘手”。 可能有人还没听过这只票,先给大家科普下:CoreWeave2017 年成立,最早靠加密货币挖矿起家,2019 年转型做 AI 算力服务,今年刚上市就成了美股明星。现在它手上握着 25 万块英伟达 H100/H200 GPU,全球首个 ExaFLOP 级 AI 超级集群就是它建的,连 OpenAI 训练大模型都要找它租算力。更关键的是,这公司背后站着英伟达,新芯片能比对手早拿 5-8 个月,这种 “特权” 在算力军备竞赛里简直是核武器。 二、拆解爆发密码:3 组数据看懂 CRWV 的核心底气 1. 收入增速:比火箭还快的增长曲线 这两年 CRWV 的营收增长堪称 “教科书","images":[{"img":"https://static.tigerbbs.com/d5deac58e88c384aa81e5f7aba5a4cf3","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491922672246856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492966339576184,"gmtCreate":1761373706125,"gmtModify":1761373708865,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"不知道🤷♀️基本不亏但也发不了财。","listText":"不知道🤷♀️基本不亏但也发不了财。","text":"不知道🤷♀️基本不亏但也发不了财。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492966339576184","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492716840386608,"gmtCreate":1761313021205,"gmtModify":1761313023414,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492716840386608","repostId":"1158991579","repostType":2,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490216562373200,"gmtCreate":1760708821087,"gmtModify":1760708823282,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490216562373200","repostId":"485193955258520","repostType":1,"repost":{"id":485193955258520,"gmtCreate":1759394280000,"gmtModify":1759469226045,"author":{"id":"9000000000000036","authorId":"9000000000000036","name":"NI500","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000036","authorIdStr":"9000000000000036"},"themes":[],"title":"十年内,SoFi能否跻身美国银行业前十?","htmlText":"如今,SoFi Technologies (SOFI)已从一家新兴的金融科技公司迅速成长为一家中型银行,吸引了众多精明投资者的目光。其股价在过去三年中累计上涨超过450%,展现出强劲的市场信心。然而,SoFi的雄心远不止于此——它计划在未来十年内跻身美国前十大金融机构之列。这一目标虽然艰巨,但通过分析其发展策略与增长潜力,我们认为这一愿景有望实现。目前,美国银行业的头部格局由资产规模数万亿美元的巨头主导,包括摩根大通、美国银行等。相比之下,SoFi的资产规模约为360亿美元,尚不足当前第十大银行资产规模的十分之一。然而,首席执行官Anthony Noto指出,SoFi的目标并非直接挑战顶尖巨头,而是逐步超越部分大型区域性银行,最终进入前十行列。这一路径虽显漫长,但并非遥不可及。平台优势:精准吸引客户群体SoFi的平台以其全在线服务模式,精准契合了年轻一代对数字化、便捷金融服务的需求。在第二季度,SoFi新增了85万名会员,同比增长34%,创下历史新高。其核心用户群体——学生和年轻专业人士——倾向于选择数字优先、操作简单的金融服务。尽管SoFi目前未提供传统大型银行的所有业务,但它专注于满足新手用户的核心需求,并通过持续创新优化体验。此外,SoFi不断推出新功能以增强用户粘性,例如加密货币交易和基于区块链的服务,进一步巩固了其在目标客群中的吸引力。通过投资体育赛事和娱乐活动等营销策略,SoFi有效扩大了品牌影响力。正如Noto所言:“作为一站式数字金融服务平台,我们通过更多元的方式吸引会员,并在他们成长的过程中持续提供价值。”增长动力:网络效应与业务扩展SoFi的快速增长得益于其强大的网络效应。随着新客户涌入和新功能推出,平台价值持续提升,推动第二季度收入同比增长44%。目前,SoFi的年轻客户虽以基础金融服务为主,但随着他们职业生涯的发展,其需求将逐步扩展至住房贷款、投资理","listText":"如今,SoFi Technologies (SOFI)已从一家新兴的金融科技公司迅速成长为一家中型银行,吸引了众多精明投资者的目光。其股价在过去三年中累计上涨超过450%,展现出强劲的市场信心。然而,SoFi的雄心远不止于此——它计划在未来十年内跻身美国前十大金融机构之列。这一目标虽然艰巨,但通过分析其发展策略与增长潜力,我们认为这一愿景有望实现。目前,美国银行业的头部格局由资产规模数万亿美元的巨头主导,包括摩根大通、美国银行等。相比之下,SoFi的资产规模约为360亿美元,尚不足当前第十大银行资产规模的十分之一。然而,首席执行官Anthony Noto指出,SoFi的目标并非直接挑战顶尖巨头,而是逐步超越部分大型区域性银行,最终进入前十行列。这一路径虽显漫长,但并非遥不可及。平台优势:精准吸引客户群体SoFi的平台以其全在线服务模式,精准契合了年轻一代对数字化、便捷金融服务的需求。在第二季度,SoFi新增了85万名会员,同比增长34%,创下历史新高。其核心用户群体——学生和年轻专业人士——倾向于选择数字优先、操作简单的金融服务。尽管SoFi目前未提供传统大型银行的所有业务,但它专注于满足新手用户的核心需求,并通过持续创新优化体验。此外,SoFi不断推出新功能以增强用户粘性,例如加密货币交易和基于区块链的服务,进一步巩固了其在目标客群中的吸引力。通过投资体育赛事和娱乐活动等营销策略,SoFi有效扩大了品牌影响力。正如Noto所言:“作为一站式数字金融服务平台,我们通过更多元的方式吸引会员,并在他们成长的过程中持续提供价值。”增长动力:网络效应与业务扩展SoFi的快速增长得益于其强大的网络效应。随着新客户涌入和新功能推出,平台价值持续提升,推动第二季度收入同比增长44%。目前,SoFi的年轻客户虽以基础金融服务为主,但随着他们职业生涯的发展,其需求将逐步扩展至住房贷款、投资理","text":"如今,SoFi Technologies (SOFI)已从一家新兴的金融科技公司迅速成长为一家中型银行,吸引了众多精明投资者的目光。其股价在过去三年中累计上涨超过450%,展现出强劲的市场信心。然而,SoFi的雄心远不止于此——它计划在未来十年内跻身美国前十大金融机构之列。这一目标虽然艰巨,但通过分析其发展策略与增长潜力,我们认为这一愿景有望实现。目前,美国银行业的头部格局由资产规模数万亿美元的巨头主导,包括摩根大通、美国银行等。相比之下,SoFi的资产规模约为360亿美元,尚不足当前第十大银行资产规模的十分之一。然而,首席执行官Anthony Noto指出,SoFi的目标并非直接挑战顶尖巨头,而是逐步超越部分大型区域性银行,最终进入前十行列。这一路径虽显漫长,但并非遥不可及。平台优势:精准吸引客户群体SoFi的平台以其全在线服务模式,精准契合了年轻一代对数字化、便捷金融服务的需求。在第二季度,SoFi新增了85万名会员,同比增长34%,创下历史新高。其核心用户群体——学生和年轻专业人士——倾向于选择数字优先、操作简单的金融服务。尽管SoFi目前未提供传统大型银行的所有业务,但它专注于满足新手用户的核心需求,并通过持续创新优化体验。此外,SoFi不断推出新功能以增强用户粘性,例如加密货币交易和基于区块链的服务,进一步巩固了其在目标客群中的吸引力。通过投资体育赛事和娱乐活动等营销策略,SoFi有效扩大了品牌影响力。正如Noto所言:“作为一站式数字金融服务平台,我们通过更多元的方式吸引会员,并在他们成长的过程中持续提供价值。”增长动力:网络效应与业务扩展SoFi的快速增长得益于其强大的网络效应。随着新客户涌入和新功能推出,平台价值持续提升,推动第二季度收入同比增长44%。目前,SoFi的年轻客户虽以基础金融服务为主,但随着他们职业生涯的发展,其需求将逐步扩展至住房贷款、投资理","images":[{"img":"https://static.tigerbbs.com/53d078125e0b4e80801f810ca0a83807"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485193955258520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489386448114376,"gmtCreate":1760506127190,"gmtModify":1760506129153,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489386448114376","repostId":"488737842376952","repostType":1,"repost":{"id":488737842376952,"gmtCreate":1760328780568,"gmtModify":1760354401968,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"大摩列出“国家安全指数”股票池!稀土、核能、算力能源…你会入手吗?","htmlText":"这个周末,嗅到了一丝熟悉的味道-”TACO”交易又来了?[思考]作为普通投资者的我们,除了跟着“股神”特朗普的号令抄底,还能把握哪些投资机会?最近摩根士丹利列出了一个“国家安全主题核心股票池”,涵盖稀土、锂矿、电池、核能四大赛道,押注未来十年的AI与能源安全,都离不开这些关键资源:[哟哟]截止10月11日,这个股票池的大部分个股都跑赢了大盘,eg.稀土板块的 <a href=\"https://laohu8.com/S/TMC\">$The Metals Company(TMC)$</a> , <a href=\"https://laohu8.com/S/UAMY\">$United States Antimony Corp(UAMY)$</a> , <a href=\"https://laohu8.com/S/TMRC\">$Texas Mineral Resources Corp.(TMRC)$</a> , <a href=\"https://laohu8.com/S/TMQ\">$Trilogy Metals Inc.(TMQ)$</a> 等,涨幅都超过了400%;核能板块的 <a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$</a> , <a href=\"https://laohu8.com/S/UUUU\">$Energy Fuels Inc(UUUU)$</a> , <a href=\"https://laohu8.com/S/URG\">$Ur-能源(URG)$</a> 等,也是迎合了“清洁能源+地缘安全”双重逻辑,持续走强;还有AI算力能源链的 <a href=\"https://laohu8.com/S/ABAT\">$AMERICAN BATTERY TECHNOLOGY CO(ABAT)$</a> ,","listText":"这个周末,嗅到了一丝熟悉的味道-”TACO”交易又来了?[思考]作为普通投资者的我们,除了跟着“股神”特朗普的号令抄底,还能把握哪些投资机会?最近摩根士丹利列出了一个“国家安全主题核心股票池”,涵盖稀土、锂矿、电池、核能四大赛道,押注未来十年的AI与能源安全,都离不开这些关键资源:[哟哟]截止10月11日,这个股票池的大部分个股都跑赢了大盘,eg.稀土板块的 <a href=\"https://laohu8.com/S/TMC\">$The Metals Company(TMC)$</a> , <a href=\"https://laohu8.com/S/UAMY\">$United States Antimony Corp(UAMY)$</a> , <a href=\"https://laohu8.com/S/TMRC\">$Texas Mineral Resources Corp.(TMRC)$</a> , <a href=\"https://laohu8.com/S/TMQ\">$Trilogy Metals Inc.(TMQ)$</a> 等,涨幅都超过了400%;核能板块的 <a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$</a> , <a href=\"https://laohu8.com/S/UUUU\">$Energy Fuels Inc(UUUU)$</a> , <a href=\"https://laohu8.com/S/URG\">$Ur-能源(URG)$</a> 等,也是迎合了“清洁能源+地缘安全”双重逻辑,持续走强;还有AI算力能源链的 <a href=\"https://laohu8.com/S/ABAT\">$AMERICAN BATTERY TECHNOLOGY CO(ABAT)$</a> ,","text":"这个周末,嗅到了一丝熟悉的味道-”TACO”交易又来了?[思考]作为普通投资者的我们,除了跟着“股神”特朗普的号令抄底,还能把握哪些投资机会?最近摩根士丹利列出了一个“国家安全主题核心股票池”,涵盖稀土、锂矿、电池、核能四大赛道,押注未来十年的AI与能源安全,都离不开这些关键资源:[哟哟]截止10月11日,这个股票池的大部分个股都跑赢了大盘,eg.稀土板块的 $The Metals Company(TMC)$ , $United States Antimony Corp(UAMY)$ , $Texas Mineral Resources Corp.(TMRC)$ , $Trilogy Metals Inc.(TMQ)$ 等,涨幅都超过了400%;核能板块的 $Oklo Inc.(OKLO)$ , $Energy Fuels Inc(UUUU)$ , $Ur-能源(URG)$ 等,也是迎合了“清洁能源+地缘安全”双重逻辑,持续走强;还有AI算力能源链的 $AMERICAN BATTERY TECHNOLOGY CO(ABAT)$ ,","images":[{"img":"https://static.tigerbbs.com/8779b7994a7f676550a00a68c45e9974"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488737842376952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489385673416912,"gmtCreate":1760506061715,"gmtModify":1760506063975,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489385673416912","repostId":"489212020248824","repostType":1,"repost":{"id":489212020248824,"gmtCreate":1760444546650,"gmtModify":1760444611339,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"美股稀土股集体暴涨,这波是真复苏还是假高潮?","htmlText":"过去两年,很多人以为资源股的故事已经讲完了。锂泡沫破了,钴被边缘化,铜涨得磕磕绊绊,连黄金这么大的逻辑都得靠美联储降息来救场。但就在这片哀鸿遍野中,稀土却突然活了过来——美股稀土概念股集体暴涨,港股磁体龙头走出独立行情,市场开始重新审视这类“看起来冷门,实际上卡脖子”的小金属。稀土是一个既熟悉又陌生的品类。熟悉,是因为我们知道它在新能源、军工、风电、磁性材料等各类新兴产业中扮演着“不可替代”的角色。陌生,则是因为这个板块始终波动剧烈、政策牵动极大、商业化难度极高。直到最近,在特朗普再次挥舞关税大棒,并点名“稀土正在被中国拿来挟持全世界”之后,美国稀土板块突然迎来久违的狂欢。 <a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a>昨日飙涨超过20%, <a href=\"https://laohu8.com/S/AREC\">$American Resources Corporation(AREC)$</a>、 <a href=\"https://laohu8.com/S/USAR\">$USA Rare Earth Inc.(USAR)$</a> 、 <a href=\"https://laohu8.com/S/UAMY\">$United States Antimony Corp(UAMY)$</a> 等一批“美版稀土新贵”也迅速被市场挖掘出来,板块内部全面轮动,几乎构成了一场“小型锂矿牛市的复刻”。但这波行情,是一时情绪高潮,还是背后有更深刻的供需缺口、政策催化、技术兑现逻辑?我们一起来拆解。稀土为何再度走强稀土的本质,是一个供需极不平衡的市场。全球90%以上的稀土加工产能集中在亚洲,但下游消费却集中在欧美、日本等工业强国。AI、电动车、风电、工业自动化等行业的快速发展,使得稀土磁体的重要性持续上升,而供应链的稳","listText":"过去两年,很多人以为资源股的故事已经讲完了。锂泡沫破了,钴被边缘化,铜涨得磕磕绊绊,连黄金这么大的逻辑都得靠美联储降息来救场。但就在这片哀鸿遍野中,稀土却突然活了过来——美股稀土概念股集体暴涨,港股磁体龙头走出独立行情,市场开始重新审视这类“看起来冷门,实际上卡脖子”的小金属。稀土是一个既熟悉又陌生的品类。熟悉,是因为我们知道它在新能源、军工、风电、磁性材料等各类新兴产业中扮演着“不可替代”的角色。陌生,则是因为这个板块始终波动剧烈、政策牵动极大、商业化难度极高。直到最近,在特朗普再次挥舞关税大棒,并点名“稀土正在被中国拿来挟持全世界”之后,美国稀土板块突然迎来久违的狂欢。 <a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a>昨日飙涨超过20%, <a href=\"https://laohu8.com/S/AREC\">$American Resources Corporation(AREC)$</a>、 <a href=\"https://laohu8.com/S/USAR\">$USA Rare Earth Inc.(USAR)$</a> 、 <a href=\"https://laohu8.com/S/UAMY\">$United States Antimony Corp(UAMY)$</a> 等一批“美版稀土新贵”也迅速被市场挖掘出来,板块内部全面轮动,几乎构成了一场“小型锂矿牛市的复刻”。但这波行情,是一时情绪高潮,还是背后有更深刻的供需缺口、政策催化、技术兑现逻辑?我们一起来拆解。稀土为何再度走强稀土的本质,是一个供需极不平衡的市场。全球90%以上的稀土加工产能集中在亚洲,但下游消费却集中在欧美、日本等工业强国。AI、电动车、风电、工业自动化等行业的快速发展,使得稀土磁体的重要性持续上升,而供应链的稳","text":"过去两年,很多人以为资源股的故事已经讲完了。锂泡沫破了,钴被边缘化,铜涨得磕磕绊绊,连黄金这么大的逻辑都得靠美联储降息来救场。但就在这片哀鸿遍野中,稀土却突然活了过来——美股稀土概念股集体暴涨,港股磁体龙头走出独立行情,市场开始重新审视这类“看起来冷门,实际上卡脖子”的小金属。稀土是一个既熟悉又陌生的品类。熟悉,是因为我们知道它在新能源、军工、风电、磁性材料等各类新兴产业中扮演着“不可替代”的角色。陌生,则是因为这个板块始终波动剧烈、政策牵动极大、商业化难度极高。直到最近,在特朗普再次挥舞关税大棒,并点名“稀土正在被中国拿来挟持全世界”之后,美国稀土板块突然迎来久违的狂欢。 $MP Materials Corp.(MP)$昨日飙涨超过20%, $American Resources Corporation(AREC)$、 $USA Rare Earth Inc.(USAR)$ 、 $United States Antimony Corp(UAMY)$ 等一批“美版稀土新贵”也迅速被市场挖掘出来,板块内部全面轮动,几乎构成了一场“小型锂矿牛市的复刻”。但这波行情,是一时情绪高潮,还是背后有更深刻的供需缺口、政策催化、技术兑现逻辑?我们一起来拆解。稀土为何再度走强稀土的本质,是一个供需极不平衡的市场。全球90%以上的稀土加工产能集中在亚洲,但下游消费却集中在欧美、日本等工业强国。AI、电动车、风电、工业自动化等行业的快速发展,使得稀土磁体的重要性持续上升,而供应链的稳","images":[{"img":"https://static.tigerbbs.com/b78edbb56b9631e7a99c52462e18de6a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489212020248824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488121646039248,"gmtCreate":1760197461281,"gmtModify":1760197463438,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488121646039248","repostId":"2574455035","repostType":2,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488120031682624,"gmtCreate":1760197170068,"gmtModify":1760197172361,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488120031682624","repostId":"2574455035","repostType":2,"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484517910766408,"gmtCreate":1759319297149,"gmtModify":1759319299828,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> ","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://static.tigerbbs.com/a0f02fd78ea6ab5f52a88e5a2bd1d72e","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484517910766408","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":484519160815904,"gmtCreate":1759319273527,"gmtModify":1759319285279,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> ","text":"$谷歌A(GOOGL)$","images":[{"img":"https://static.tigerbbs.com/575a09d638c9ebd577250aadd25876c0","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484519160815904","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":484516874666168,"gmtCreate":1759319231029,"gmtModify":1759319242734,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> ","text":"$谷歌A(GOOGL)$","images":[{"img":"https://static.tigerbbs.com/d5f472656b47fc714843087ac851d061","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484516874666168","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":477550190314200,"gmtCreate":1757599056507,"gmtModify":1757599058440,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$</a> ","listText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$</a> ","text":"$Figure Technology Solutions(FIGR)$","images":[{"img":"https://static.tigerbbs.com/bfa99534565b7ee81ee6e92c3a78b255","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477550190314200","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":472502367027432,"gmtCreate":1756389702356,"gmtModify":1756389704413,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"themes":[],"htmlText":"点赞","listText":"点赞","text":"点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472502367027432","repostId":"460403927126872","repostType":1,"repost":{"id":460403927126872,"gmtCreate":1753412672471,"gmtModify":1753412674152,"author":{"id":"3582104443915278","authorId":"3582104443915278","name":"老陈翡翠","avatar":"https://static.tigerbbs.com/7d9eb39ed9a094760e9a89f93c2f34d5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582104443915278","authorIdStr":"3582104443915278"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/THH\">$TRYHARD HOLDINGS LIMITED(THH)$</a> TryHard Holdings(Nasdaq:THH)创立于2013年,总部位于日本大阪,全职雇员110人,是一家在日本运营的生活方式娱乐公司,提供涵盖娱乐和酒店行业的多元化服务,致力于通过提供创新的解决方案、卓越的体验和无与伦比的服务,成为娱乐行业的卓越参与者。","listText":"<a href=\"https://laohu8.com/S/THH\">$TRYHARD HOLDINGS LIMITED(THH)$</a> TryHard Holdings(Nasdaq:THH)创立于2013年,总部位于日本大阪,全职雇员110人,是一家在日本运营的生活方式娱乐公司,提供涵盖娱乐和酒店行业的多元化服务,致力于通过提供创新的解决方案、卓越的体验和无与伦比的服务,成为娱乐行业的卓越参与者。","text":"$TRYHARD HOLDINGS LIMITED(THH)$ TryHard Holdings(Nasdaq:THH)创立于2013年,总部位于日本大阪,全职雇员110人,是一家在日本运营的生活方式娱乐公司,提供涵盖娱乐和酒店行业的多元化服务,致力于通过提供创新的解决方案、卓越的体验和无与伦比的服务,成为娱乐行业的卓越参与者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460403927126872","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":502187213759360,"gmtCreate":1763623080085,"gmtModify":1763623082397,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"title":"","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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502187213759360","repostId":"437380278661712","repostType":1,"repost":{"id":437380278661712,"gmtCreate":1747795191723,"gmtModify":1747810394949,"author":{"id":"4178258832114400","authorId":"4178258832114400","name":"二套房研究员","avatar":"https://static.tigerbbs.com/b6933abdd949be419ea794498d4ba78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4178258832114400","idStr":"4178258832114400"},"themes":[],"title":"纳指ETF,不只有QQQ:谁才是收益之王?","htmlText":"最近科技股波动明显,不少投资者开始关注:如何在参与科技股成长的同时,也能拿到稳定的现金回报? 其实,除了大家熟悉的QQQ,市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI,尤其是近期快速崛起的新秀QQQI,在收益率和税收效率上都表现不俗。 要这么选?先贴答案: 追求稳定高收益,对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率,不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较,感兴趣的小伙伴可以继续往下看~ QYLD:老牌收益王者,分红稳定但增长有限 全称:Global X NASDAQ 100 Covered Call ETF 费用率:0.60% 分红频率:月度 年化分红率:约11%-12% QYLD采用典型的Covered Call(覆盖式看涨期权)策略:持有纳指100成分股的同时,每月卖出平值看涨期权赚取权利金。 优势:分红稳定且高。以1万美元持有为例,每月能拿到80-100美元分红。 劣势:上涨行情容易掉队。比如今年QQQ总回报为-4.8%,而QYLD为-7.0%,差距明显。 JEPQ:更灵活的均衡派,分红+成长两手抓 全称:JPMorgan Nasdaq Equity Premium Income ETF 费用率:0.35% 年化分红率:约9%-11% 资产规模:83亿美元 JEPQ并不简单复制纳指100,而是由摩根大通团队主动筛选高质量成长股,并通过部分备兑策略,保留部分上涨空间。 优势:在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD,表现略优。 额外亮点:费用较低,仅0.35%。 QQQI:新晋黑马,靠税收效率脱颖而出 全称:NEOS NASDAQ-100® High Income ETF 费用率:0.68% 年化分红率:约14.38% 推出时间:2024年1月","listText":"最近科技股波动明显,不少投资者开始关注:如何在参与科技股成长的同时,也能拿到稳定的现金回报? 其实,除了大家熟悉的QQQ,市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI,尤其是近期快速崛起的新秀QQQI,在收益率和税收效率上都表现不俗。 要这么选?先贴答案: 追求稳定高收益,对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率,不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较,感兴趣的小伙伴可以继续往下看~ QYLD:老牌收益王者,分红稳定但增长有限 全称:Global X NASDAQ 100 Covered Call ETF 费用率:0.60% 分红频率:月度 年化分红率:约11%-12% QYLD采用典型的Covered Call(覆盖式看涨期权)策略:持有纳指100成分股的同时,每月卖出平值看涨期权赚取权利金。 优势:分红稳定且高。以1万美元持有为例,每月能拿到80-100美元分红。 劣势:上涨行情容易掉队。比如今年QQQ总回报为-4.8%,而QYLD为-7.0%,差距明显。 JEPQ:更灵活的均衡派,分红+成长两手抓 全称:JPMorgan Nasdaq Equity Premium Income ETF 费用率:0.35% 年化分红率:约9%-11% 资产规模:83亿美元 JEPQ并不简单复制纳指100,而是由摩根大通团队主动筛选高质量成长股,并通过部分备兑策略,保留部分上涨空间。 优势:在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD,表现略优。 额外亮点:费用较低,仅0.35%。 QQQI:新晋黑马,靠税收效率脱颖而出 全称:NEOS NASDAQ-100® High Income ETF 费用率:0.68% 年化分红率:约14.38% 推出时间:2024年1月","text":"最近科技股波动明显,不少投资者开始关注:如何在参与科技股成长的同时,也能拿到稳定的现金回报? 其实,除了大家熟悉的QQQ,市场上还有几只采用备兑期权策略的高收益纳指ETF值得关注——QYLD、JEPQ和QQQI,尤其是近期快速崛起的新秀QQQI,在收益率和税收效率上都表现不俗。 要这么选?先贴答案: 追求稳定高收益,对上涨空间要求不高 → QYLD 希望兼顾收益和成长 → JEPQ 注重税收效率,不想明显落后大盘 → QQQI 以下是对三款ETF的详细分析比较,感兴趣的小伙伴可以继续往下看~ QYLD:老牌收益王者,分红稳定但增长有限 全称:Global X NASDAQ 100 Covered Call ETF 费用率:0.60% 分红频率:月度 年化分红率:约11%-12% QYLD采用典型的Covered Call(覆盖式看涨期权)策略:持有纳指100成分股的同时,每月卖出平值看涨期权赚取权利金。 优势:分红稳定且高。以1万美元持有为例,每月能拿到80-100美元分红。 劣势:上涨行情容易掉队。比如今年QQQ总回报为-4.8%,而QYLD为-7.0%,差距明显。 JEPQ:更灵活的均衡派,分红+成长两手抓 全称:JPMorgan Nasdaq Equity Premium Income ETF 费用率:0.35% 年化分红率:约9%-11% 资产规模:83亿美元 JEPQ并不简单复制纳指100,而是由摩根大通团队主动筛选高质量成长股,并通过部分备兑策略,保留部分上涨空间。 优势:在分红和增长之间取得平衡。今年回撤(-6.4%)小于QYLD,表现略优。 额外亮点:费用较低,仅0.35%。 QQQI:新晋黑马,靠税收效率脱颖而出 全称:NEOS NASDAQ-100® High Income ETF 费用率:0.68% 年化分红率:约14.38% 推出时间:2024年1月","images":[{"img":"https://static.tigerbbs.com/693093b933be42d6de6030e073d30430","width":"827","height":"418"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437380278661712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494598626653056,"gmtCreate":1761781912828,"gmtModify":1761781924379,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"1\"></v-v> ","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://static.tigerbbs.com/1a913c655edb0b158a82b5e8bebe6f86","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494598626653056","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":993619931,"gmtCreate":1564013004623,"gmtModify":1704706381832,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>慢慢变富。","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>慢慢变富。","text":"$伯克希尔B(BRK.B)$慢慢变富。","images":[{"img":"https://static.tigerbbs.com/9aad94fcecf7e2dba505111463b3f52f","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/993619931","isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":919838436,"gmtCreate":1576595145825,"gmtModify":1704272060983,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>给力[开心]","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>给力[开心]","text":"$苹果(AAPL)$给力[开心]","images":[{"img":"https://static.tigerbbs.com/811e91e852d2a49a876505c0b74f4716","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/919838436","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":231963120636208,"gmtCreate":1697661596254,"gmtModify":1697662175181,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20231020 247.5 PUT\">$TSLA 20231020 247.5 PUT$ </a>","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20231020 247.5 PUT\">$TSLA 20231020 247.5 PUT$ </a>","text":"$TSLA 20231020 247.5 PUT$","images":[{"img":"https://static.tigerbbs.com/1ecc403dc13e9b5cc2aebed6b4b2e795","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231963120636208","isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":911749791,"gmtCreate":1578528424513,"gmtModify":1704337733753,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>坚持✊","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>坚持✊","text":"$苹果(AAPL)$坚持✊","images":[{"img":"https://static.tigerbbs.com/611420b74c92a0532df5f8a15c048292","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/911749791","isVote":1,"tweetType":1,"viewCount":2598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":470716334662032,"gmtCreate":1755951825326,"gmtModify":1755951837411,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"是啥?","listText":"是啥?","text":"是啥?","images":[{"img":"https://static.tigerbbs.com/1b99230bda901bcd3ea9c01f1249cb7d","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470716334662032","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439726306784032,"gmtCreate":1748383249832,"gmtModify":1748383251720,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"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/439726306784032","repostId":"427704952295432","repostType":1,"repost":{"id":427704952295432,"gmtCreate":1745391600000,"gmtModify":1746816505645,"author":{"id":"3524105276229621","authorId":"3524105276229621","name":"聪明投资人","avatar":"https://static.tigerbbs.com/f7a73a0ae6395ff58b664544b077c69a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524105276229621","idStr":"3524105276229621"},"themes":[],"title":"特朗普马斯克“背后的男人”彼得·蒂尔最新发声,深谈失灵的系统以及如何务实的投资","htmlText":"1、适度的乐观才是对的。而在这个前提下,你必须学会选择自己的战场。2、从投资回报的角度看,我在过去二十年中作为Founders Fund创始合伙人尝试过的各类投资里,表现最差的两个领域,就是教育软件和医疗信息化。3、当所有人都认同这是一件“显而易见的大事”时,如果你不能拿出一种完全不同的视角,你就几乎没戏。反倒是那些不那么热门、但你有独特认知差的地方,更容易挖出真正的机会。4、你不能什么都干。你不能像一个冲浪者,在一个没有浪的平静日子里拼命划水。你要等到有浪来的时候,在恰当的位置发力,才会有效果。彼得·蒂尔(Peter Thiel)在中国最广为人知的身份,可能是《从0到1》的作者,是支持特朗普的硅谷少数派,是与马斯克曾在PayPal一起打天下的早期合伙人。他是Facebook的第一个外部投资人,创办过Palantir、Founders Fund,投过SpaceX、Stripe、Airbnb……在过去 25 年中深刻塑造了美国的科技世界。在最近马斯克效率部门受挫、特朗普关税乱拳的背景下,彼得·蒂尔罕见出来参与了一档播客对话。近50分钟的交流,说得最多的却不是技术趋势,也不是大模型和AI,而是系统为什么失效,创业者/投资人还能做什么。主持人是他的老搭档乔·朗斯代尔——Palantir的联合创始人、奥斯汀大学(UATX)的发起人之一,也是在制度改革、科技赋能政府方面极为活跃的投资人。两人多年好友,对话没有太多寒暄,直接切入问题本身:“在一个越来越多系统坏掉的时代,聪明人该怎么选择战场?”他吐槽了很多美国政府系统失灵的、不可思议之处。比如地铁,美国修建1英里需要10亿美元,10倍于伦敦搭建的成本;政府预算明面上写着“援助非洲”,实际上却是给政党选举买单……而恰恰因为“腐败低效到令人发指”,这些领域也充满机会。“它会用成千上万页的监管文件把你拖死。但只要你能越过这些门槛,你几乎可以掌","listText":"1、适度的乐观才是对的。而在这个前提下,你必须学会选择自己的战场。2、从投资回报的角度看,我在过去二十年中作为Founders Fund创始合伙人尝试过的各类投资里,表现最差的两个领域,就是教育软件和医疗信息化。3、当所有人都认同这是一件“显而易见的大事”时,如果你不能拿出一种完全不同的视角,你就几乎没戏。反倒是那些不那么热门、但你有独特认知差的地方,更容易挖出真正的机会。4、你不能什么都干。你不能像一个冲浪者,在一个没有浪的平静日子里拼命划水。你要等到有浪来的时候,在恰当的位置发力,才会有效果。彼得·蒂尔(Peter Thiel)在中国最广为人知的身份,可能是《从0到1》的作者,是支持特朗普的硅谷少数派,是与马斯克曾在PayPal一起打天下的早期合伙人。他是Facebook的第一个外部投资人,创办过Palantir、Founders Fund,投过SpaceX、Stripe、Airbnb……在过去 25 年中深刻塑造了美国的科技世界。在最近马斯克效率部门受挫、特朗普关税乱拳的背景下,彼得·蒂尔罕见出来参与了一档播客对话。近50分钟的交流,说得最多的却不是技术趋势,也不是大模型和AI,而是系统为什么失效,创业者/投资人还能做什么。主持人是他的老搭档乔·朗斯代尔——Palantir的联合创始人、奥斯汀大学(UATX)的发起人之一,也是在制度改革、科技赋能政府方面极为活跃的投资人。两人多年好友,对话没有太多寒暄,直接切入问题本身:“在一个越来越多系统坏掉的时代,聪明人该怎么选择战场?”他吐槽了很多美国政府系统失灵的、不可思议之处。比如地铁,美国修建1英里需要10亿美元,10倍于伦敦搭建的成本;政府预算明面上写着“援助非洲”,实际上却是给政党选举买单……而恰恰因为“腐败低效到令人发指”,这些领域也充满机会。“它会用成千上万页的监管文件把你拖死。但只要你能越过这些门槛,你几乎可以掌","text":"1、适度的乐观才是对的。而在这个前提下,你必须学会选择自己的战场。2、从投资回报的角度看,我在过去二十年中作为Founders Fund创始合伙人尝试过的各类投资里,表现最差的两个领域,就是教育软件和医疗信息化。3、当所有人都认同这是一件“显而易见的大事”时,如果你不能拿出一种完全不同的视角,你就几乎没戏。反倒是那些不那么热门、但你有独特认知差的地方,更容易挖出真正的机会。4、你不能什么都干。你不能像一个冲浪者,在一个没有浪的平静日子里拼命划水。你要等到有浪来的时候,在恰当的位置发力,才会有效果。彼得·蒂尔(Peter Thiel)在中国最广为人知的身份,可能是《从0到1》的作者,是支持特朗普的硅谷少数派,是与马斯克曾在PayPal一起打天下的早期合伙人。他是Facebook的第一个外部投资人,创办过Palantir、Founders Fund,投过SpaceX、Stripe、Airbnb……在过去 25 年中深刻塑造了美国的科技世界。在最近马斯克效率部门受挫、特朗普关税乱拳的背景下,彼得·蒂尔罕见出来参与了一档播客对话。近50分钟的交流,说得最多的却不是技术趋势,也不是大模型和AI,而是系统为什么失效,创业者/投资人还能做什么。主持人是他的老搭档乔·朗斯代尔——Palantir的联合创始人、奥斯汀大学(UATX)的发起人之一,也是在制度改革、科技赋能政府方面极为活跃的投资人。两人多年好友,对话没有太多寒暄,直接切入问题本身:“在一个越来越多系统坏掉的时代,聪明人该怎么选择战场?”他吐槽了很多美国政府系统失灵的、不可思议之处。比如地铁,美国修建1英里需要10亿美元,10倍于伦敦搭建的成本;政府预算明面上写着“援助非洲”,实际上却是给政党选举买单……而恰恰因为“腐败低效到令人发指”,这些领域也充满机会。“它会用成千上万页的监管文件把你拖死。但只要你能越过这些门槛,你几乎可以掌","images":[{"img":"https://static.tigerbbs.com/70556d7de40144708090d3d378a43521"},{"img":"https://static.tigerbbs.com/11cf8bb6cfdf4ac6934847efb83b6efb"},{"img":"https://static.tigerbbs.com/3b2f43195f464409970ba66ed2dc97df"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427704952295432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":32,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610502390,"gmtCreate":1648670024216,"gmtModify":1648670024216,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"伟大的人","listText":"伟大的人","text":"伟大的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610502390","repostId":"1144601490","repostType":4,"isVote":1,"tweetType":1,"viewCount":2130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895759389,"gmtCreate":1628775358041,"gmtModify":1628775358041,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"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/895759389","repostId":"896675915","repostType":1,"repost":{"id":896675915,"gmtCreate":1628582250537,"gmtModify":1744960721816,"author":{"id":"3434046638438343","authorId":"3434046638438343","name":"柴总的美股投资日常","avatar":"https://static.tigerbbs.com/492d307138eed3b8e9e2f4f52fe12929","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434046638438343","idStr":"3434046638438343"},"themes":[],"title":"22万美金复盘","htmlText":"….虎妞来找我要我发.本来想低调一点的…..那就发吧.大家主要看我买卖的操作,对你有用的话我会很高兴. 嗯,今年年初搞了16万刀以后,笔者又干到了22万刀。无疑的,我肯定得感谢这个美国资本市场,也得感谢美联储无限印钞,但更要感谢的是把握住机会的自己,多年来的认知积累能够在这个市场发挥出价值。我不敢肯定美国的超级大牛市能否持续下去,我只知道现在的行情应该是最好的时光,一个人的命运沉浮大部分和时代有关,假如这个人能够参悟其中的规律,加上超强的执行力,那么他应该能够变得富足。 不骄不躁,在适应了年初的命运转折后,笔者重新出发,抱着空杯心态,账户里剩下2万美金,继续前行。当然赚这个钱不光是赚钱,更是一种心理上的磨练。亏损过半是家常便饭,当然伴随而来的就是懊丧、后悔、自我贬低还有焦虑,这些心理难关都需要自己去克服和调节,最重要的是你还得晚上睡得着,不去关心资金的波动,总的来说就是心要大。 有这么一句话说得很到位:钱乃身外之物。--你越是看重,就越会得不到。你只有放开了一切心理负担去做这件事情,这个世界才会给予你想要的东西。这有点哲学的味道了。人生不就是不断去体悟吗?但一个停止脚步的人会有人生经验的增长吗?白走一遭的人生,笔者是万不想过的,去做,去看,去参悟,去成长,不因自己的年龄而对自己加以限制,去追逐自由--笔者打算出国留学了。 2021年7月23日,2万美金翻了11倍,卖掉后,笔者出了16万美金,至此个人资产超过了200多万RMB。你不用羡慕我,为了今天我付出了很多努力,17年开始做这个也有4年了,期间阅读过的书数不清;为了保持充沛的精力,跑步、锻炼,雷打不断的;最重要的是克服心理压力,亏损过半怎么办?没信心了怎么办?耐心不够感到焦虑怎么办?难的是这个。 当然也失去以及错过很多,比如之前存在P2P的钱其实够我去国外留学的,但我一直觉得钱还不够多,就存了进去。后面的事情就不说了,可","listText":"….虎妞来找我要我发.本来想低调一点的…..那就发吧.大家主要看我买卖的操作,对你有用的话我会很高兴. 嗯,今年年初搞了16万刀以后,笔者又干到了22万刀。无疑的,我肯定得感谢这个美国资本市场,也得感谢美联储无限印钞,但更要感谢的是把握住机会的自己,多年来的认知积累能够在这个市场发挥出价值。我不敢肯定美国的超级大牛市能否持续下去,我只知道现在的行情应该是最好的时光,一个人的命运沉浮大部分和时代有关,假如这个人能够参悟其中的规律,加上超强的执行力,那么他应该能够变得富足。 不骄不躁,在适应了年初的命运转折后,笔者重新出发,抱着空杯心态,账户里剩下2万美金,继续前行。当然赚这个钱不光是赚钱,更是一种心理上的磨练。亏损过半是家常便饭,当然伴随而来的就是懊丧、后悔、自我贬低还有焦虑,这些心理难关都需要自己去克服和调节,最重要的是你还得晚上睡得着,不去关心资金的波动,总的来说就是心要大。 有这么一句话说得很到位:钱乃身外之物。--你越是看重,就越会得不到。你只有放开了一切心理负担去做这件事情,这个世界才会给予你想要的东西。这有点哲学的味道了。人生不就是不断去体悟吗?但一个停止脚步的人会有人生经验的增长吗?白走一遭的人生,笔者是万不想过的,去做,去看,去参悟,去成长,不因自己的年龄而对自己加以限制,去追逐自由--笔者打算出国留学了。 2021年7月23日,2万美金翻了11倍,卖掉后,笔者出了16万美金,至此个人资产超过了200多万RMB。你不用羡慕我,为了今天我付出了很多努力,17年开始做这个也有4年了,期间阅读过的书数不清;为了保持充沛的精力,跑步、锻炼,雷打不断的;最重要的是克服心理压力,亏损过半怎么办?没信心了怎么办?耐心不够感到焦虑怎么办?难的是这个。 当然也失去以及错过很多,比如之前存在P2P的钱其实够我去国外留学的,但我一直觉得钱还不够多,就存了进去。后面的事情就不说了,可","text":"….虎妞来找我要我发.本来想低调一点的…..那就发吧.大家主要看我买卖的操作,对你有用的话我会很高兴. 嗯,今年年初搞了16万刀以后,笔者又干到了22万刀。无疑的,我肯定得感谢这个美国资本市场,也得感谢美联储无限印钞,但更要感谢的是把握住机会的自己,多年来的认知积累能够在这个市场发挥出价值。我不敢肯定美国的超级大牛市能否持续下去,我只知道现在的行情应该是最好的时光,一个人的命运沉浮大部分和时代有关,假如这个人能够参悟其中的规律,加上超强的执行力,那么他应该能够变得富足。 不骄不躁,在适应了年初的命运转折后,笔者重新出发,抱着空杯心态,账户里剩下2万美金,继续前行。当然赚这个钱不光是赚钱,更是一种心理上的磨练。亏损过半是家常便饭,当然伴随而来的就是懊丧、后悔、自我贬低还有焦虑,这些心理难关都需要自己去克服和调节,最重要的是你还得晚上睡得着,不去关心资金的波动,总的来说就是心要大。 有这么一句话说得很到位:钱乃身外之物。--你越是看重,就越会得不到。你只有放开了一切心理负担去做这件事情,这个世界才会给予你想要的东西。这有点哲学的味道了。人生不就是不断去体悟吗?但一个停止脚步的人会有人生经验的增长吗?白走一遭的人生,笔者是万不想过的,去做,去看,去参悟,去成长,不因自己的年龄而对自己加以限制,去追逐自由--笔者打算出国留学了。 2021年7月23日,2万美金翻了11倍,卖掉后,笔者出了16万美金,至此个人资产超过了200多万RMB。你不用羡慕我,为了今天我付出了很多努力,17年开始做这个也有4年了,期间阅读过的书数不清;为了保持充沛的精力,跑步、锻炼,雷打不断的;最重要的是克服心理压力,亏损过半怎么办?没信心了怎么办?耐心不够感到焦虑怎么办?难的是这个。 当然也失去以及错过很多,比如之前存在P2P的钱其实够我去国外留学的,但我一直觉得钱还不够多,就存了进去。后面的事情就不说了,可","images":[{"img":"https://static.tigerbbs.com/a68f187745617ca15270fb8298eee717","width":"2260","height":"1262"},{"img":"https://static.tigerbbs.com/95875bad174105c11635d60bbefa6bdf","width":"834","height":"818"},{"img":"https://static.tigerbbs.com/fa8d33aeb17a426531b66a68da09a188","width":"878","height":"686"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896675915","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":24,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150686874,"gmtCreate":1624896388798,"gmtModify":1624896388798,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"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":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/150686874","repostId":"125270317","repostType":1,"repost":{"id":125270317,"gmtCreate":1624677511239,"gmtModify":1624747920452,"author":{"id":"3514506032865040","authorId":"3514506032865040","name":"洪运的投资笔记","avatar":"https://static.tigerbbs.com/75724a64e385c2f755593795e0c01350","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514506032865040","idStr":"3514506032865040"},"themes":[],"title":"专业投资人带你分析每日优鲜到底玩的什么把戏","htmlText":"大家好, 我是金叔,投资行业8年从业者,曾亲历数家公司IPO,可是昨晚还是常年打鸟被鸟啄了眼,昨晚在每日优鲜上亏了数千美元,实在是义愤难平,大早上爬起来翻资料,为大家一起扒一扒MF倒是是什么货色,为啥首日会跌这么多,金叔不是输不起的人,但是要起码输的明明白白,今天就在这里,跟大家聊聊MF这次有多坑。1.昨夜发生了什么的复盘截至北京时间6.26日10点,MF收盘价9.66,盘后价8.87,较发行价13下跌31%。 我们关注下截图里的几个数据,首先是昨晚的成交金额1.05亿美元,流通股一共2.02亿美元,换手率50%,这意味着什么那?意味着流通股新股50%昨晚都被抛掉了。这个正常吗?当然不正常了,因为散户手里压根没那么多新股~!!而且昨晚非常反常的一点是,在盘前交易中11点附近,竟然有大量10.5-10.9的挂单。并且是5000股,5000股的挂单,这意味什么?很简单。 第一:有拿到大批货的,没有锁定期的基金提前知道消息跑路止损。 第二:MF自己抛售压低股价 2.昨晚的事情后,受益者是谁? 在做经侦的时候,我们一般都会考虑案件的受益者是谁,受害者是谁?那就自然而然的能推导出很多东西,我这里只罗列事实,并不做推断,请大家自行考虑 事实1:股价短时间下跌其实并不影响IPO公司的实际运营,以为公司已经按照IPO发行价从各位手里拿到了美金。 事实2:每日优鲜和叮咚买菜同日递交招股说明书,原定同日发行6.29,但是每日优鲜提前偷跑6.25就发行了,并且用的理由是认购火爆。但是认购多火爆那?招股书里说融资3亿美元,但实际上昨晚的流通股就2亿美元?锚定就拿了1亿美元?1亿算多?而且直到最后一刻也没人说过到底锚定拿了多少,还是得我们推算,当年经手的某个case,基石恨不得拿90%!,这明显就是偷跑阿~ 事实3:叮咚依旧6.29招股,募集4亿美金,目前已知的基石有2个亿,还放给市场2个亿,在","listText":"大家好, 我是金叔,投资行业8年从业者,曾亲历数家公司IPO,可是昨晚还是常年打鸟被鸟啄了眼,昨晚在每日优鲜上亏了数千美元,实在是义愤难平,大早上爬起来翻资料,为大家一起扒一扒MF倒是是什么货色,为啥首日会跌这么多,金叔不是输不起的人,但是要起码输的明明白白,今天就在这里,跟大家聊聊MF这次有多坑。1.昨夜发生了什么的复盘截至北京时间6.26日10点,MF收盘价9.66,盘后价8.87,较发行价13下跌31%。 我们关注下截图里的几个数据,首先是昨晚的成交金额1.05亿美元,流通股一共2.02亿美元,换手率50%,这意味着什么那?意味着流通股新股50%昨晚都被抛掉了。这个正常吗?当然不正常了,因为散户手里压根没那么多新股~!!而且昨晚非常反常的一点是,在盘前交易中11点附近,竟然有大量10.5-10.9的挂单。并且是5000股,5000股的挂单,这意味什么?很简单。 第一:有拿到大批货的,没有锁定期的基金提前知道消息跑路止损。 第二:MF自己抛售压低股价 2.昨晚的事情后,受益者是谁? 在做经侦的时候,我们一般都会考虑案件的受益者是谁,受害者是谁?那就自然而然的能推导出很多东西,我这里只罗列事实,并不做推断,请大家自行考虑 事实1:股价短时间下跌其实并不影响IPO公司的实际运营,以为公司已经按照IPO发行价从各位手里拿到了美金。 事实2:每日优鲜和叮咚买菜同日递交招股说明书,原定同日发行6.29,但是每日优鲜提前偷跑6.25就发行了,并且用的理由是认购火爆。但是认购多火爆那?招股书里说融资3亿美元,但实际上昨晚的流通股就2亿美元?锚定就拿了1亿美元?1亿算多?而且直到最后一刻也没人说过到底锚定拿了多少,还是得我们推算,当年经手的某个case,基石恨不得拿90%!,这明显就是偷跑阿~ 事实3:叮咚依旧6.29招股,募集4亿美金,目前已知的基石有2个亿,还放给市场2个亿,在","text":"大家好, 我是金叔,投资行业8年从业者,曾亲历数家公司IPO,可是昨晚还是常年打鸟被鸟啄了眼,昨晚在每日优鲜上亏了数千美元,实在是义愤难平,大早上爬起来翻资料,为大家一起扒一扒MF倒是是什么货色,为啥首日会跌这么多,金叔不是输不起的人,但是要起码输的明明白白,今天就在这里,跟大家聊聊MF这次有多坑。1.昨夜发生了什么的复盘截至北京时间6.26日10点,MF收盘价9.66,盘后价8.87,较发行价13下跌31%。 我们关注下截图里的几个数据,首先是昨晚的成交金额1.05亿美元,流通股一共2.02亿美元,换手率50%,这意味着什么那?意味着流通股新股50%昨晚都被抛掉了。这个正常吗?当然不正常了,因为散户手里压根没那么多新股~!!而且昨晚非常反常的一点是,在盘前交易中11点附近,竟然有大量10.5-10.9的挂单。并且是5000股,5000股的挂单,这意味什么?很简单。 第一:有拿到大批货的,没有锁定期的基金提前知道消息跑路止损。 第二:MF自己抛售压低股价 2.昨晚的事情后,受益者是谁? 在做经侦的时候,我们一般都会考虑案件的受益者是谁,受害者是谁?那就自然而然的能推导出很多东西,我这里只罗列事实,并不做推断,请大家自行考虑 事实1:股价短时间下跌其实并不影响IPO公司的实际运营,以为公司已经按照IPO发行价从各位手里拿到了美金。 事实2:每日优鲜和叮咚买菜同日递交招股说明书,原定同日发行6.29,但是每日优鲜提前偷跑6.25就发行了,并且用的理由是认购火爆。但是认购多火爆那?招股书里说融资3亿美元,但实际上昨晚的流通股就2亿美元?锚定就拿了1亿美元?1亿算多?而且直到最后一刻也没人说过到底锚定拿了多少,还是得我们推算,当年经手的某个case,基石恨不得拿90%!,这明显就是偷跑阿~ 事实3:叮咚依旧6.29招股,募集4亿美金,目前已知的基石有2个亿,还放给市场2个亿,在","images":[{"img":"https://static.tigerbbs.com/662f0fb6c952f37e0920acc819197842","width":"688","height":"749"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125270317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911749490,"gmtCreate":1578528371810,"gmtModify":1704337733580,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTI\">$英美烟草(BTI)$</a>[财迷]","listText":"<a href=\"https://laohu8.com/S/BTI\">$英美烟草(BTI)$</a>[财迷]","text":"$英美烟草(BTI)$[财迷]","images":[{"img":"https://static.tigerbbs.com/eb1d64185067336629a0e383ed7396cb","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/911749490","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":913364673,"gmtCreate":1577300329392,"gmtModify":1704335565786,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTI\">$英美烟草(BTI)$</a>现金奶牛股一定会解套的。","listText":"<a href=\"https://laohu8.com/S/BTI\">$英美烟草(BTI)$</a>现金奶牛股一定会解套的。","text":"$英美烟草(BTI)$现金奶牛股一定会解套的。","images":[{"img":"https://static.tigerbbs.com/4326b693a09757bb25258eabe09a8723","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/913364673","isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":930405007,"gmtCreate":1568384278209,"gmtModify":1704717829977,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>晒🍎","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>晒🍎","text":"$苹果(AAPL)$晒🍎","images":[{"img":"https://static.tigerbbs.com/ba96a240b11826b7fd85065ffda7238c","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/930405007","isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":494599397827032,"gmtCreate":1761781878204,"gmtModify":1761781890880,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a> ","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$","images":[{"img":"https://static.tigerbbs.com/61f8e7b32cf5b7f5940860bdbca16c4d","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494599397827032","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494598162010272,"gmtCreate":1761781371487,"gmtModify":1761788525454,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> 牛逼!","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> 牛逼!","text":"$谷歌A(GOOGL)$ 牛逼!","images":[{"img":"https://static.tigerbbs.com/ee0a58a0f09357d28f0b30c3c7ef952c","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494598162010272","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":493501036478464,"gmtCreate":1761467745776,"gmtModify":1761467748125,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493501036478464","repostId":"491922672246856","repostType":1,"repost":{"id":491922672246856,"gmtCreate":1761119461246,"gmtModify":1761191060450,"author":{"id":"4218081059847062","authorId":"4218081059847062","name":"新财富资讯","avatar":"https://static.tigerbbs.com/503648c6c3264bc296cb3194c98655ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218081059847062","idStr":"4218081059847062"},"themes":[],"title":"股价半年涨3倍,英伟达「亲儿子」CoreWeave: 是算力神话还是估值泡沫?","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 一、小新带你识股:这只 AI 算力股凭什么逆势暴涨? 最近美股震荡得让人揪心,纳斯达克指数月初单周回调超 3%,但有只股票却走出了独立行情 ——CoreWeave(CRWV)从 9月的 84 美元一路冲到 125 美元,这段时间最高时股价摸过 153 美元,半年时间股价翻了 3 倍还多。作为盯盘多年的老股民,小新起初以为又是蹭 AI 热点的 “昙花股”,深入研究后才发现,这公司竟是英伟达藏在幕后的 “算力操盘手”。 可能有人还没听过这只票,先给大家科普下:CoreWeave2017 年成立,最早靠加密货币挖矿起家,2019 年转型做 AI 算力服务,今年刚上市就成了美股明星。现在它手上握着 25 万块英伟达 H100/H200 GPU,全球首个 ExaFLOP 级 AI 超级集群就是它建的,连 OpenAI 训练大模型都要找它租算力。更关键的是,这公司背后站着英伟达,新芯片能比对手早拿 5-8 个月,这种 “特权” 在算力军备竞赛里简直是核武器。 二、拆解爆发密码:3 组数据看懂 CRWV 的核心底气 1. 收入增速:比火箭还快的增长曲线 这两年 CRWV 的营收增长堪称 “教科书","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> <a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 一、小新带你识股:这只 AI 算力股凭什么逆势暴涨? 最近美股震荡得让人揪心,纳斯达克指数月初单周回调超 3%,但有只股票却走出了独立行情 ——CoreWeave(CRWV)从 9月的 84 美元一路冲到 125 美元,这段时间最高时股价摸过 153 美元,半年时间股价翻了 3 倍还多。作为盯盘多年的老股民,小新起初以为又是蹭 AI 热点的 “昙花股”,深入研究后才发现,这公司竟是英伟达藏在幕后的 “算力操盘手”。 可能有人还没听过这只票,先给大家科普下:CoreWeave2017 年成立,最早靠加密货币挖矿起家,2019 年转型做 AI 算力服务,今年刚上市就成了美股明星。现在它手上握着 25 万块英伟达 H100/H200 GPU,全球首个 ExaFLOP 级 AI 超级集群就是它建的,连 OpenAI 训练大模型都要找它租算力。更关键的是,这公司背后站着英伟达,新芯片能比对手早拿 5-8 个月,这种 “特权” 在算力军备竞赛里简直是核武器。 二、拆解爆发密码:3 组数据看懂 CRWV 的核心底气 1. 收入增速:比火箭还快的增长曲线 这两年 CRWV 的营收增长堪称 “教科书","text":"$CoreWeave, Inc.(CRWV)$ $英伟达(NVDA)$ $Meta Platforms, Inc.(META)$ $微软(MSFT)$ $富国银行(WFC)$ 一、小新带你识股:这只 AI 算力股凭什么逆势暴涨? 最近美股震荡得让人揪心,纳斯达克指数月初单周回调超 3%,但有只股票却走出了独立行情 ——CoreWeave(CRWV)从 9月的 84 美元一路冲到 125 美元,这段时间最高时股价摸过 153 美元,半年时间股价翻了 3 倍还多。作为盯盘多年的老股民,小新起初以为又是蹭 AI 热点的 “昙花股”,深入研究后才发现,这公司竟是英伟达藏在幕后的 “算力操盘手”。 可能有人还没听过这只票,先给大家科普下:CoreWeave2017 年成立,最早靠加密货币挖矿起家,2019 年转型做 AI 算力服务,今年刚上市就成了美股明星。现在它手上握着 25 万块英伟达 H100/H200 GPU,全球首个 ExaFLOP 级 AI 超级集群就是它建的,连 OpenAI 训练大模型都要找它租算力。更关键的是,这公司背后站着英伟达,新芯片能比对手早拿 5-8 个月,这种 “特权” 在算力军备竞赛里简直是核武器。 二、拆解爆发密码:3 组数据看懂 CRWV 的核心底气 1. 收入增速:比火箭还快的增长曲线 这两年 CRWV 的营收增长堪称 “教科书","images":[{"img":"https://static.tigerbbs.com/d5deac58e88c384aa81e5f7aba5a4cf3","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491922672246856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492966339576184,"gmtCreate":1761373706125,"gmtModify":1761373708865,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"themes":[],"htmlText":"不知道🤷♀️基本不亏但也发不了财。","listText":"不知道🤷♀️基本不亏但也发不了财。","text":"不知道🤷♀️基本不亏但也发不了财。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492966339576184","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492716840386608,"gmtCreate":1761313021205,"gmtModify":1761313023414,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492716840386608","repostId":"1158991579","repostType":2,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490216562373200,"gmtCreate":1760708821087,"gmtModify":1760708823282,"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐201609","avatar":"https://static.tigerbbs.com/0aaa8223dd39339e7a15377ab5da1793","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434867142275235","idStr":"3434867142275235"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490216562373200","repostId":"485193955258520","repostType":1,"repost":{"id":485193955258520,"gmtCreate":1759394280000,"gmtModify":1759469226045,"author":{"id":"9000000000000036","authorId":"9000000000000036","name":"NI500","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000036","idStr":"9000000000000036"},"themes":[],"title":"十年内,SoFi能否跻身美国银行业前十?","htmlText":"如今,SoFi Technologies (SOFI)已从一家新兴的金融科技公司迅速成长为一家中型银行,吸引了众多精明投资者的目光。其股价在过去三年中累计上涨超过450%,展现出强劲的市场信心。然而,SoFi的雄心远不止于此——它计划在未来十年内跻身美国前十大金融机构之列。这一目标虽然艰巨,但通过分析其发展策略与增长潜力,我们认为这一愿景有望实现。目前,美国银行业的头部格局由资产规模数万亿美元的巨头主导,包括摩根大通、美国银行等。相比之下,SoFi的资产规模约为360亿美元,尚不足当前第十大银行资产规模的十分之一。然而,首席执行官Anthony Noto指出,SoFi的目标并非直接挑战顶尖巨头,而是逐步超越部分大型区域性银行,最终进入前十行列。这一路径虽显漫长,但并非遥不可及。平台优势:精准吸引客户群体SoFi的平台以其全在线服务模式,精准契合了年轻一代对数字化、便捷金融服务的需求。在第二季度,SoFi新增了85万名会员,同比增长34%,创下历史新高。其核心用户群体——学生和年轻专业人士——倾向于选择数字优先、操作简单的金融服务。尽管SoFi目前未提供传统大型银行的所有业务,但它专注于满足新手用户的核心需求,并通过持续创新优化体验。此外,SoFi不断推出新功能以增强用户粘性,例如加密货币交易和基于区块链的服务,进一步巩固了其在目标客群中的吸引力。通过投资体育赛事和娱乐活动等营销策略,SoFi有效扩大了品牌影响力。正如Noto所言:“作为一站式数字金融服务平台,我们通过更多元的方式吸引会员,并在他们成长的过程中持续提供价值。”增长动力:网络效应与业务扩展SoFi的快速增长得益于其强大的网络效应。随着新客户涌入和新功能推出,平台价值持续提升,推动第二季度收入同比增长44%。目前,SoFi的年轻客户虽以基础金融服务为主,但随着他们职业生涯的发展,其需求将逐步扩展至住房贷款、投资理","listText":"如今,SoFi Technologies (SOFI)已从一家新兴的金融科技公司迅速成长为一家中型银行,吸引了众多精明投资者的目光。其股价在过去三年中累计上涨超过450%,展现出强劲的市场信心。然而,SoFi的雄心远不止于此——它计划在未来十年内跻身美国前十大金融机构之列。这一目标虽然艰巨,但通过分析其发展策略与增长潜力,我们认为这一愿景有望实现。目前,美国银行业的头部格局由资产规模数万亿美元的巨头主导,包括摩根大通、美国银行等。相比之下,SoFi的资产规模约为360亿美元,尚不足当前第十大银行资产规模的十分之一。然而,首席执行官Anthony Noto指出,SoFi的目标并非直接挑战顶尖巨头,而是逐步超越部分大型区域性银行,最终进入前十行列。这一路径虽显漫长,但并非遥不可及。平台优势:精准吸引客户群体SoFi的平台以其全在线服务模式,精准契合了年轻一代对数字化、便捷金融服务的需求。在第二季度,SoFi新增了85万名会员,同比增长34%,创下历史新高。其核心用户群体——学生和年轻专业人士——倾向于选择数字优先、操作简单的金融服务。尽管SoFi目前未提供传统大型银行的所有业务,但它专注于满足新手用户的核心需求,并通过持续创新优化体验。此外,SoFi不断推出新功能以增强用户粘性,例如加密货币交易和基于区块链的服务,进一步巩固了其在目标客群中的吸引力。通过投资体育赛事和娱乐活动等营销策略,SoFi有效扩大了品牌影响力。正如Noto所言:“作为一站式数字金融服务平台,我们通过更多元的方式吸引会员,并在他们成长的过程中持续提供价值。”增长动力:网络效应与业务扩展SoFi的快速增长得益于其强大的网络效应。随着新客户涌入和新功能推出,平台价值持续提升,推动第二季度收入同比增长44%。目前,SoFi的年轻客户虽以基础金融服务为主,但随着他们职业生涯的发展,其需求将逐步扩展至住房贷款、投资理","text":"如今,SoFi Technologies (SOFI)已从一家新兴的金融科技公司迅速成长为一家中型银行,吸引了众多精明投资者的目光。其股价在过去三年中累计上涨超过450%,展现出强劲的市场信心。然而,SoFi的雄心远不止于此——它计划在未来十年内跻身美国前十大金融机构之列。这一目标虽然艰巨,但通过分析其发展策略与增长潜力,我们认为这一愿景有望实现。目前,美国银行业的头部格局由资产规模数万亿美元的巨头主导,包括摩根大通、美国银行等。相比之下,SoFi的资产规模约为360亿美元,尚不足当前第十大银行资产规模的十分之一。然而,首席执行官Anthony Noto指出,SoFi的目标并非直接挑战顶尖巨头,而是逐步超越部分大型区域性银行,最终进入前十行列。这一路径虽显漫长,但并非遥不可及。平台优势:精准吸引客户群体SoFi的平台以其全在线服务模式,精准契合了年轻一代对数字化、便捷金融服务的需求。在第二季度,SoFi新增了85万名会员,同比增长34%,创下历史新高。其核心用户群体——学生和年轻专业人士——倾向于选择数字优先、操作简单的金融服务。尽管SoFi目前未提供传统大型银行的所有业务,但它专注于满足新手用户的核心需求,并通过持续创新优化体验。此外,SoFi不断推出新功能以增强用户粘性,例如加密货币交易和基于区块链的服务,进一步巩固了其在目标客群中的吸引力。通过投资体育赛事和娱乐活动等营销策略,SoFi有效扩大了品牌影响力。正如Noto所言:“作为一站式数字金融服务平台,我们通过更多元的方式吸引会员,并在他们成长的过程中持续提供价值。”增长动力:网络效应与业务扩展SoFi的快速增长得益于其强大的网络效应。随着新客户涌入和新功能推出,平台价值持续提升,推动第二季度收入同比增长44%。目前,SoFi的年轻客户虽以基础金融服务为主,但随着他们职业生涯的发展,其需求将逐步扩展至住房贷款、投资理","images":[{"img":"https://static.tigerbbs.com/53d078125e0b4e80801f810ca0a83807"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485193955258520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}