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stormm
04-07
[开心] 这脚砸的,自己也买不起了
抱歉,原内容已删除
stormm
04-01
很早就说了,任职130天
抱歉,原内容已删除
stormm
03-12
这个亏损数据咋算的
抱歉,原内容已删除
stormm
02-21
为啥到现在出消息
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stormm
2024-11-13
repost
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stormm
2024-05-11
这篇文章不错,转发给大家看看
@期权异动观察:热门股covered call 量化策略【5月8日】
stormm
2024-03-25
说不定10年前就开发出来了
抱歉,原内容已删除
stormm
2023-12-15
这个稚晖机器人怎么狗里狗气的[抠鼻]
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stormm
2023-06-26
为啥你也叫3.5
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stormm
2023-06-20
势在必行
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stormm
2023-05-17
嗝
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stormm
2023-05-05
这篇文章不错,转发给大家看看
@期权小助手:详解恐慌指数VIX和一日恐慌指数VIX1D指数之间的区别
stormm
2023-05-05
先转再看//
@芝士虎
:
@AliceSam
写的很棒!
@AliceSam:抓财报重点 - 适合新手的公式(以NET为例)
stormm
2023-05-05
这个续航,有人买么,图啥?
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stormm
2023-04-21
收富人税[哟哟]
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stormm
2023-04-18
这篇文章不错,转发给大家看看
@脑极体:To B第六年,腾讯过分温柔
stormm
2023-04-04
这篇文章不错,转发给大家看看
抱歉,原内容已删除
stormm
2023-02-07
只是A股不能做空,不然这些垃圾早没了
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stormm
2022-11-29
讲明白就不太好了
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stormm
2022-11-04
诗与远方
@诗与星空:华为海思的麒麟芯片回来了!
去老虎APP查看更多动态
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这脚砸的,自己也买不起了","listText":"[开心] 这脚砸的,自己也买不起了","text":"[开心] 这脚砸的,自己也买不起了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421880747589888","repostId":"1151874090","repostType":2,"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419627685515464,"gmtCreate":1743479739441,"gmtModify":1743479741321,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"themes":[],"htmlText":"很早就说了,任职130天","listText":"很早就说了,任职130天","text":"很早就说了,任职130天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419627685515464","repostId":"1103260279","repostType":2,"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412665343889624,"gmtCreate":1741775385665,"gmtModify":1741775387639,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"themes":[],"htmlText":"这个亏损数据咋算的","listText":"这个亏损数据咋算的","text":"这个亏损数据咋算的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412665343889624","repostId":"1104752901","repostType":2,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405913895445120,"gmtCreate":1740127057221,"gmtModify":1740127058333,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"themes":[],"htmlText":"为啥到现在出消息","listText":"为啥到现在出消息","text":"为啥到现在出消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405913895445120","repostId":"1126318861","repostType":2,"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370668415664440,"gmtCreate":1731509119500,"gmtModify":1731509121065,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"themes":[],"htmlText":"repost","listText":"repost","text":"repost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370668415664440","repostId":"1121226807","repostType":2,"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304545896845560,"gmtCreate":1715386538547,"gmtModify":1715386540022,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"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":0,"repostSize":0,"link":"https://laohu8.com/post/304545896845560","repostId":"303743292268568","repostType":1,"repost":{"id":303743292268568,"gmtCreate":1715166014000,"gmtModify":1715173243832,"author":{"id":"3527667583497005","authorId":"3527667583497005","name":"期权异动观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667583497005","authorIdStr":"3527667583497005"},"themes":[],"title":"热门股covered call 量化策略【5月8日】","htmlText":"卖备兑看涨期权(sell covered call),是很多大的基金采用的策略,美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是,持有或买入股票,卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者,通过做备兑,对冲一下风险,可能会获得额外收益。 小涨多赚钱,不涨多赚钱,下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑,对成熟投资者,可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作,则最后的总资产为675484美元 持有期间如果进行covered call策略,每周操作一次;如果行权卖出100股股票后,下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略:卖出看涨期权池(仅供参考) 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA 20240517 205.0 call\">$TSLA 20240517 205.0 call$</a> TSLA 2024/05/17 205.0 0.270000 0.490000 5.54% <a target=\"_blank\" href=\"https://laohu8.com/OPT/PLTR 20240517 24.5 call\">$PLTR 20240517 24.5 call$</a> PLTR 2024/05/17 24.5 0.080000 0.580000 13.64%","listText":"卖备兑看涨期权(sell covered call),是很多大的基金采用的策略,美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是,持有或买入股票,卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者,通过做备兑,对冲一下风险,可能会获得额外收益。 小涨多赚钱,不涨多赚钱,下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑,对成熟投资者,可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作,则最后的总资产为675484美元 持有期间如果进行covered call策略,每周操作一次;如果行权卖出100股股票后,下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略:卖出看涨期权池(仅供参考) 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA 20240517 205.0 call\">$TSLA 20240517 205.0 call$</a> TSLA 2024/05/17 205.0 0.270000 0.490000 5.54% <a target=\"_blank\" href=\"https://laohu8.com/OPT/PLTR 20240517 24.5 call\">$PLTR 20240517 24.5 call$</a> PLTR 2024/05/17 24.5 0.080000 0.580000 13.64%","text":"卖备兑看涨期权(sell covered call),是很多大的基金采用的策略,美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是,持有或买入股票,卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者,通过做备兑,对冲一下风险,可能会获得额外收益。 小涨多赚钱,不涨多赚钱,下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑,对成熟投资者,可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作,则最后的总资产为675484美元 持有期间如果进行covered call策略,每周操作一次;如果行权卖出100股股票后,下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略:卖出看涨期权池(仅供参考) 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 $TSLA 20240517 205.0 call$ TSLA 2024/05/17 205.0 0.270000 0.490000 5.54% $PLTR 20240517 24.5 call$ PLTR 2024/05/17 24.5 0.080000 0.580000 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","listText":"这个稚晖机器人怎么狗里狗气的[抠鼻] 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<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> ?它只是一个经过计算得出的数字。它测量的东西要复杂一些。它提供了标准普尔500指数(S&P 500)持续30天的预期波动率。这一指标是根据标准普尔500指数期权(SPX)的实时中间报价得出的,这些期权的到期日为当前交易日后23至37天。VIX指数的产出读数是对标准普尔500指数标准差的无方向性年化预期。(简单介绍一下数学参考点:VIX指数为16意味着标准普尔500指数的年波动幅度预计为+/- 16%,相当于日波动幅度为+/- ~1%。)对于那些愿意深入研究的人来说,这是实际的公式.0天的时间范围对于理解VIX指数的重要性至关重要。由于该计算使用的是期限在23至37天之间的一系列标准普尔指数期权系列,因此其目的不是为了提供对30天区间前后波动率的预期。为了涵盖其他时间框架,我们之前使用与VIX指数相同的方法发布了9天(VIX9D), 3个月(VIX3M), 6个月(VIX6M)和1年(VIX1Y)时间框架的波动性指数。考虑到短期期权的交易量,特别是距离到期日只有一天或零天的期权,以及对市场短期/日内波动率的相关关注,我们有了开发芝加哥期权交易所1日波动率指数(VIX1D指数)的“成分”。VIX1D指数的重要特性这个新指数使用两个期限的标准普尔指数期权(零日和一天到期日)。为了考虑当日到期期权(即当日结束时“消失”的期权)的影响,VIX1D指数采用了对这两种标准普尔指数期权条进行时间加权的方法来衡量。在交易日开始时,VIX1D指数的计算几乎完全以当天到期的标准普尔x期权条为权重,随着405分钟交易日的进行,权重逐渐转向次日到期的标准普尔x期权。VIX1D指数的计算使用营业年和营业分钟,这与使用日历年和日历分钟的","listText":"什么是芝加哥期权交易所波动率指数(VIX指数) <a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> ?它只是一个经过计算得出的数字。它测量的东西要复杂一些。它提供了标准普尔500指数(S&P 500)持续30天的预期波动率。这一指标是根据标准普尔500指数期权(SPX)的实时中间报价得出的,这些期权的到期日为当前交易日后23至37天。VIX指数的产出读数是对标准普尔500指数标准差的无方向性年化预期。(简单介绍一下数学参考点:VIX指数为16意味着标准普尔500指数的年波动幅度预计为+/- 16%,相当于日波动幅度为+/- ~1%。)对于那些愿意深入研究的人来说,这是实际的公式.0天的时间范围对于理解VIX指数的重要性至关重要。由于该计算使用的是期限在23至37天之间的一系列标准普尔指数期权系列,因此其目的不是为了提供对30天区间前后波动率的预期。为了涵盖其他时间框架,我们之前使用与VIX指数相同的方法发布了9天(VIX9D), 3个月(VIX3M), 6个月(VIX6M)和1年(VIX1Y)时间框架的波动性指数。考虑到短期期权的交易量,特别是距离到期日只有一天或零天的期权,以及对市场短期/日内波动率的相关关注,我们有了开发芝加哥期权交易所1日波动率指数(VIX1D指数)的“成分”。VIX1D指数的重要特性这个新指数使用两个期限的标准普尔指数期权(零日和一天到期日)。为了考虑当日到期期权(即当日结束时“消失”的期权)的影响,VIX1D指数采用了对这两种标准普尔指数期权条进行时间加权的方法来衡量。在交易日开始时,VIX1D指数的计算几乎完全以当天到期的标准普尔x期权条为权重,随着405分钟交易日的进行,权重逐渐转向次日到期的标准普尔x期权。VIX1D指数的计算使用营业年和营业分钟,这与使用日历年和日历分钟的","text":"什么是芝加哥期权交易所波动率指数(VIX指数) $标普500波动率指数(VIX)$ ?它只是一个经过计算得出的数字。它测量的东西要复杂一些。它提供了标准普尔500指数(S&P 500)持续30天的预期波动率。这一指标是根据标准普尔500指数期权(SPX)的实时中间报价得出的,这些期权的到期日为当前交易日后23至37天。VIX指数的产出读数是对标准普尔500指数标准差的无方向性年化预期。(简单介绍一下数学参考点:VIX指数为16意味着标准普尔500指数的年波动幅度预计为+/- 16%,相当于日波动幅度为+/- ~1%。)对于那些愿意深入研究的人来说,这是实际的公式.0天的时间范围对于理解VIX指数的重要性至关重要。由于该计算使用的是期限在23至37天之间的一系列标准普尔指数期权系列,因此其目的不是为了提供对30天区间前后波动率的预期。为了涵盖其他时间框架,我们之前使用与VIX指数相同的方法发布了9天(VIX9D), 3个月(VIX3M), 6个月(VIX6M)和1年(VIX1Y)时间框架的波动性指数。考虑到短期期权的交易量,特别是距离到期日只有一天或零天的期权,以及对市场短期/日内波动率的相关关注,我们有了开发芝加哥期权交易所1日波动率指数(VIX1D指数)的“成分”。VIX1D指数的重要特性这个新指数使用两个期限的标准普尔指数期权(零日和一天到期日)。为了考虑当日到期期权(即当日结束时“消失”的期权)的影响,VIX1D指数采用了对这两种标准普尔指数期权条进行时间加权的方法来衡量。在交易日开始时,VIX1D指数的计算几乎完全以当天到期的标准普尔x期权条为权重,随着405分钟交易日的进行,权重逐渐转向次日到期的标准普尔x期权。VIX1D指数的计算使用营业年和营业分钟,这与使用日历年和日历分钟的","images":[{"img":"https://static.tigerbbs.com/eb0a24f475ea3ba632181f30e1acc14b","width":"866","height":"510"},{"img":"https://static.tigerbbs.com/6d253fca73829760e5fa506840cb8b37","width":"855","height":"407"},{"img":"https://static.tigerbbs.com/60ad591f6aee80247a5e99747bda2454","width":"875","height":"587"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658270933","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656047388,"gmtCreate":1683251241744,"gmtModify":1683251243604,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"themes":[],"htmlText":"先转再看//<a 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我们没有出游,只是呼朋唤友一帮子人去隔壁城市 胡吃海喝了一天,昨晚半夜才从新山回来(不要问为什么半夜,问就是不想挤人潮过海关),到家已经凌晨3点多了,东倒西歪的随便睡了一阵子,醒来看着塞满的冰箱和满地的购物袋,累并快乐着啊。 趁着心情非常美好,来看看财报,充电一下。财报一出,NET 狂泻21%能抄底了么? 是机会,还是危机?来来来,浅浅的研究一下(吃瓜八卦一下[贱笑])。。。 首先Google一下最近的财报更新,基本数据浏览一遍。不要问我为什么 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 从,问就是情有独钟,什么东西都要问一下谷哥,这是情哥哥。[开心] 看了很多大神们的财报分析,也跟着 <a href=\"https://laohu8.com/U/4093504281887960\">@芝士虎</a> <a href=\"https://laohu8.com/U/3537499478386870\">@大叔观点时间</a> <a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a> 等各位老师的样本,仿写了一些财报感想。有经验的老师们,各种财报都见识过,自然一读就懂,重点都排在他们眼前 如明灯。 昨晚看到一个适合新手的财报观察方式,觉得非常不错,现在来套用一下。这位老师(因为是别的平台的老师,所以这里不提名)根据以下四个财务特征,来初步确定一家公司是否是一家好的投资公司。稳定和增长的收益、高股本回报率(ROE)、股息收益率和正现金流。 收益 盈利是决定一只股票价值的关键指标之一(傻子都懂啊,赚钱排第一[你懂的])。增长和稳定性是最突出的两个指标。 盈利增长通常以同比等期间","listText":"虎友们五一快乐啊。都去哪里玩了啊,秀秀美丽的图啊,给大伙儿看看拥挤的街道,攻城一样的人潮 [贱笑] 我们没有出游,只是呼朋唤友一帮子人去隔壁城市 胡吃海喝了一天,昨晚半夜才从新山回来(不要问为什么半夜,问就是不想挤人潮过海关),到家已经凌晨3点多了,东倒西歪的随便睡了一阵子,醒来看着塞满的冰箱和满地的购物袋,累并快乐着啊。 趁着心情非常美好,来看看财报,充电一下。财报一出,NET 狂泻21%能抄底了么? 是机会,还是危机?来来来,浅浅的研究一下(吃瓜八卦一下[贱笑])。。。 首先Google一下最近的财报更新,基本数据浏览一遍。不要问我为什么 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 从,问就是情有独钟,什么东西都要问一下谷哥,这是情哥哥。[开心] 看了很多大神们的财报分析,也跟着 <a href=\"https://laohu8.com/U/4093504281887960\">@芝士虎</a> <a href=\"https://laohu8.com/U/3537499478386870\">@大叔观点时间</a> <a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a> 等各位老师的样本,仿写了一些财报感想。有经验的老师们,各种财报都见识过,自然一读就懂,重点都排在他们眼前 如明灯。 昨晚看到一个适合新手的财报观察方式,觉得非常不错,现在来套用一下。这位老师(因为是别的平台的老师,所以这里不提名)根据以下四个财务特征,来初步确定一家公司是否是一家好的投资公司。稳定和增长的收益、高股本回报率(ROE)、股息收益率和正现金流。 收益 盈利是决定一只股票价值的关键指标之一(傻子都懂啊,赚钱排第一[你懂的])。增长和稳定性是最突出的两个指标。 盈利增长通常以同比等期间","text":"虎友们五一快乐啊。都去哪里玩了啊,秀秀美丽的图啊,给大伙儿看看拥挤的街道,攻城一样的人潮 [贱笑] 我们没有出游,只是呼朋唤友一帮子人去隔壁城市 胡吃海喝了一天,昨晚半夜才从新山回来(不要问为什么半夜,问就是不想挤人潮过海关),到家已经凌晨3点多了,东倒西歪的随便睡了一阵子,醒来看着塞满的冰箱和满地的购物袋,累并快乐着啊。 趁着心情非常美好,来看看财报,充电一下。财报一出,NET 狂泻21%能抄底了么? 是机会,还是危机?来来来,浅浅的研究一下(吃瓜八卦一下[贱笑])。。。 首先Google一下最近的财报更新,基本数据浏览一遍。不要问我为什么 $谷歌(GOOG)$ 从,问就是情有独钟,什么东西都要问一下谷哥,这是情哥哥。[开心] 看了很多大神们的财报分析,也跟着 @芝士虎 @大叔观点时间 @谋定后动 等各位老师的样本,仿写了一些财报感想。有经验的老师们,各种财报都见识过,自然一读就懂,重点都排在他们眼前 如明灯。 昨晚看到一个适合新手的财报观察方式,觉得非常不错,现在来套用一下。这位老师(因为是别的平台的老师,所以这里不提名)根据以下四个财务特征,来初步确定一家公司是否是一家好的投资公司。稳定和增长的收益、高股本回报率(ROE)、股息收益率和正现金流。 收益 盈利是决定一只股票价值的关键指标之一(傻子都懂啊,赚钱排第一[你懂的])。增长和稳定性是最突出的两个指标。 盈利增长通常以同比等期间","images":[{"img":"https://static.tigerbbs.com/f1145fc8da0f513456470dde851efbe8","width":"638","height":"818"},{"img":"https://static.tigerbbs.com/2d72042e87653bf7785e65d14e6a2d79","width":"375","height":"715"},{"img":"https://static.tigerbbs.com/31e6dfe93ce3d6138cc9099a9efda2d4","width":"696","height":"823"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658499175","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":21,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656046976,"gmtCreate":1683249093895,"gmtModify":1683249096101,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"themes":[],"htmlText":"这个续航,有人买么,图啥?","listText":"这个续航,有人买么,图啥?","text":"这个续航,有人买么,图啥?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/656046976","repostId":"1112844384","repostType":2,"isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"content":"models长续航实打实epa续航630多km 目前国产能达到的不知道在哪","text":"models长续航实打实epa续航630多km 目前国产能达到的不知道在哪","html":"models长续航实打实epa续航630多km 目前国产能达到的不知道在哪"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651456093,"gmtCreate":1682048511812,"gmtModify":1682048514940,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"themes":[],"htmlText":"收富人税[哟哟] ","listText":"收富人税[哟哟] ","text":"收富人税[哟哟]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651456093","repostId":"1130062077","repostType":2,"isVote":1,"tweetType":1,"viewCount":2203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651824799,"gmtCreate":1681780984911,"gmtModify":1681780986538,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"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":0,"repostSize":0,"link":"https://laohu8.com/post/651824799","repostId":"651138401","repostType":1,"repost":{"id":651138401,"gmtCreate":1681640856103,"gmtModify":1681646403095,"author":{"id":"3484040615997184","authorId":"3484040615997184","name":"脑极体","avatar":"https://static.laohu8.com/14cfec129eca31da13dd2fcb4c857e83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484040615997184","authorIdStr":"3484040615997184"},"themes":[],"title":"To B第六年,腾讯过分温柔","htmlText":"腾讯做2B,方向是正确的,初心是果决的,行动是温柔的,事实是掉队的。 2018年,率先打出“互联网的下半场属于产业互联网”的大旗,宣布“拥抱产业互联网”,腾讯发力To B业务,绝对是有先发优势和认知基础的。 然而,昔日的先行者,却成了后进生。 我们知道,云化是产业互联网的基础,云市场的表现也被认为是To B业务的风向标。根据调研机构Canalys数据,2022年腾讯云占据中国云市场的第三名,听起来好像挺不错,但实际处境尴尬。腾讯云起步于2010年,原本仅次于阿里云,如今被华为云赶超,身后还有百度智能云、京东智能云、运营商云等后起之秀在虎视眈眈。 从密集出台的产业互联网发展政策,以及互联网企业纷纷跟进To B来看,腾讯显然抢先下了一步好棋。靠产业互联网打开To B市场,本该是腾讯保持住竞争力的最好机会,如今“盛宴”开席,腾讯努力了六年,座次却跌跌不休。 关于腾讯在To B市场失意的细节原因,已经有很多详尽分析。而我们跟腾讯的小伙伴们常年都有交流,加上对海内外科技动向及产业/从业者的跟进,或许可以给出另一个角度的解释——性格决定命运,在“动物凶猛”的To B市场,腾讯的过分温柔,未必是好事。 行业功守道:腾讯的“反差萌” 通过产业互联网发力To B,腾讯显然是开启了风口,站在了前沿的那一个。实际行动中,也显现出了极大的决心,体现在集团层面的重大战略调整,成立了云与智慧产业事业群(CSIG)统一接入To B业务,承担产业互联网的探索任务,后续又进行了大量企业服务领域的相关投资。 内部变革大刀阔斧,真金白银砸钱,技术积累上也并不逊色,为什么腾讯云和企服业务的盈利状况,始终不尽如人意呢? 一个重要原因是,相比其他互联网云、运营商云的凶猛进攻,腾讯云的市场策略,过于保守和温柔。这种“反差萌”对于身处激烈竞争环境的企业,并不是好事。 云市场正在发生高速变化,AI、5G、IoT等新技术驱动","listText":"腾讯做2B,方向是正确的,初心是果决的,行动是温柔的,事实是掉队的。 2018年,率先打出“互联网的下半场属于产业互联网”的大旗,宣布“拥抱产业互联网”,腾讯发力To B业务,绝对是有先发优势和认知基础的。 然而,昔日的先行者,却成了后进生。 我们知道,云化是产业互联网的基础,云市场的表现也被认为是To B业务的风向标。根据调研机构Canalys数据,2022年腾讯云占据中国云市场的第三名,听起来好像挺不错,但实际处境尴尬。腾讯云起步于2010年,原本仅次于阿里云,如今被华为云赶超,身后还有百度智能云、京东智能云、运营商云等后起之秀在虎视眈眈。 从密集出台的产业互联网发展政策,以及互联网企业纷纷跟进To B来看,腾讯显然抢先下了一步好棋。靠产业互联网打开To B市场,本该是腾讯保持住竞争力的最好机会,如今“盛宴”开席,腾讯努力了六年,座次却跌跌不休。 关于腾讯在To B市场失意的细节原因,已经有很多详尽分析。而我们跟腾讯的小伙伴们常年都有交流,加上对海内外科技动向及产业/从业者的跟进,或许可以给出另一个角度的解释——性格决定命运,在“动物凶猛”的To B市场,腾讯的过分温柔,未必是好事。 行业功守道:腾讯的“反差萌” 通过产业互联网发力To B,腾讯显然是开启了风口,站在了前沿的那一个。实际行动中,也显现出了极大的决心,体现在集团层面的重大战略调整,成立了云与智慧产业事业群(CSIG)统一接入To B业务,承担产业互联网的探索任务,后续又进行了大量企业服务领域的相关投资。 内部变革大刀阔斧,真金白银砸钱,技术积累上也并不逊色,为什么腾讯云和企服业务的盈利状况,始终不尽如人意呢? 一个重要原因是,相比其他互联网云、运营商云的凶猛进攻,腾讯云的市场策略,过于保守和温柔。这种“反差萌”对于身处激烈竞争环境的企业,并不是好事。 云市场正在发生高速变化,AI、5G、IoT等新技术驱动","text":"腾讯做2B,方向是正确的,初心是果决的,行动是温柔的,事实是掉队的。 2018年,率先打出“互联网的下半场属于产业互联网”的大旗,宣布“拥抱产业互联网”,腾讯发力To B业务,绝对是有先发优势和认知基础的。 然而,昔日的先行者,却成了后进生。 我们知道,云化是产业互联网的基础,云市场的表现也被认为是To B业务的风向标。根据调研机构Canalys数据,2022年腾讯云占据中国云市场的第三名,听起来好像挺不错,但实际处境尴尬。腾讯云起步于2010年,原本仅次于阿里云,如今被华为云赶超,身后还有百度智能云、京东智能云、运营商云等后起之秀在虎视眈眈。 从密集出台的产业互联网发展政策,以及互联网企业纷纷跟进To B来看,腾讯显然抢先下了一步好棋。靠产业互联网打开To B市场,本该是腾讯保持住竞争力的最好机会,如今“盛宴”开席,腾讯努力了六年,座次却跌跌不休。 关于腾讯在To B市场失意的细节原因,已经有很多详尽分析。而我们跟腾讯的小伙伴们常年都有交流,加上对海内外科技动向及产业/从业者的跟进,或许可以给出另一个角度的解释——性格决定命运,在“动物凶猛”的To B市场,腾讯的过分温柔,未必是好事。 行业功守道:腾讯的“反差萌” 通过产业互联网发力To B,腾讯显然是开启了风口,站在了前沿的那一个。实际行动中,也显现出了极大的决心,体现在集团层面的重大战略调整,成立了云与智慧产业事业群(CSIG)统一接入To B业务,承担产业互联网的探索任务,后续又进行了大量企业服务领域的相关投资。 内部变革大刀阔斧,真金白银砸钱,技术积累上也并不逊色,为什么腾讯云和企服业务的盈利状况,始终不尽如人意呢? 一个重要原因是,相比其他互联网云、运营商云的凶猛进攻,腾讯云的市场策略,过于保守和温柔。这种“反差萌”对于身处激烈竞争环境的企业,并不是好事。 云市场正在发生高速变化,AI、5G、IoT等新技术驱动","images":[{"img":"https://static.tigerbbs.com/37466f778bb92bb9837872adb055c0f4","width":"640","height":"416"},{"img":"https://static.tigerbbs.com/9a3f18beec8d9a126e2637d30e2d25fc","width":"640","height":"455"},{"img":"https://static.tigerbbs.com/9d9b0de52a9c9b4f7cdc1857171d28e8","width":"640","height":"424"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651138401","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653334000,"gmtCreate":1680542016301,"gmtModify":1680542017813,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"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":0,"repostSize":0,"link":"https://laohu8.com/post/653334000","repostId":"2324895240","repostType":2,"isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622553549,"gmtCreate":1675756838181,"gmtModify":1675757209225,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"themes":[],"htmlText":"只是A股不能做空,不然这些垃圾早没了","listText":"只是A股不能做空,不然这些垃圾早没了","text":"只是A股不能做空,不然这些垃圾早没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622553549","repostId":"1120672333","repostType":4,"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620637643,"gmtCreate":1669713507282,"gmtModify":1669713509341,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"themes":[],"htmlText":"讲明白就不太好了","listText":"讲明白就不太好了","text":"讲明白就不太好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620637643","repostId":"1162457950","repostType":4,"isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665720305,"gmtCreate":1667520957107,"gmtModify":1667520959721,"author":{"id":"3513797424996688","authorId":"3513797424996688","name":"stormm","avatar":"https://static.tigerbbs.com/2406e7a4cb651ae8b225c07335975921","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3513797424996688","authorIdStr":"3513797424996688"},"themes":[],"htmlText":"诗与远方","listText":"诗与远方","text":"诗与远方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665720305","repostId":"665250504","repostType":1,"repost":{"id":665250504,"gmtCreate":1667260800000,"gmtModify":1667322627417,"author":{"id":"3570059771774754","authorId":"3570059771774754","name":"诗与星空","avatar":"https://static.tigerbbs.com/1dd845f8861ad74d77c50e7f7a23583f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570059771774754","authorIdStr":"3570059771774754"},"themes":[],"title":"华为海思的麒麟芯片回来了!","htmlText":"文:诗与星空(ID: SingingUnderStars)近日,华为在各大电商平台低调的上架了一款低端千元价位的手机,Nova10z。这款机型依然只支持4G,在其配置表中,除了标记出运行内存和机身内存外,并没有显示芯片配置。经网友拆解,发现它搭载海思麒麟710A,采用4颗2.0GHz A73高性能大核和4颗1.7GHz A53高能效小核。需要留意的是,原来的麒麟710系列是由台积电代工,12nm制程。而麒麟710A是由中芯国际代工,14nm制程,主频2.0GHz,属于此前麒麟710的降频版。虽然“只有”14nm制程,但这块芯片是大陆厂商代工的第一款商业用手机芯片,意义重大。Nova10z的售价只有1500元左右,但背后涉及到的公司却个顶个的赫赫有名。恰好都发布了三季报,星空君挨个给大家拆解一下。01华为三季报 华为发布了2022年三季报,至暗时刻已经度过。前三季度实现销售收入4458亿元人民币,主营业务利润率为6.1%。销售额与去年前三季度持平,但去年同期净利润率为10.2%。华为轮值董事长徐直军表示:“整体经营结果符合预期,终端业务下行趋势持续放缓,ICT基础设施业务保持了稳定增长。华为将继续吸纳优秀人才,持续投资研发,不断提升产品竞争力,为客户、为社会创造价值。”终端业务下行趋势持续放缓的主要原因,是刚刚发布的Mate50系列。由于中芯国际目前能代工的制程上限是14nm,难以满足旗舰级手机的需要,华为的高端系列,只能采购高通的芯片。而华为的企业端业务表现优异,正在稳定增长。说个冷知识,即便是在华为手机最为鼎盛的时期,从利润端来看,华为其实是一家To B的企业。现在剥离掉荣耀后,华为的核心业务就是以运营商和企业端为主了。随着问界系列汽车的热销,华为在汽车领域的回报,有望在2023年全面释放。需要注意的是,问界汽车其实是赛力斯生产,华为深度参与,无论品牌还是产品都","listText":"文:诗与星空(ID: SingingUnderStars)近日,华为在各大电商平台低调的上架了一款低端千元价位的手机,Nova10z。这款机型依然只支持4G,在其配置表中,除了标记出运行内存和机身内存外,并没有显示芯片配置。经网友拆解,发现它搭载海思麒麟710A,采用4颗2.0GHz A73高性能大核和4颗1.7GHz A53高能效小核。需要留意的是,原来的麒麟710系列是由台积电代工,12nm制程。而麒麟710A是由中芯国际代工,14nm制程,主频2.0GHz,属于此前麒麟710的降频版。虽然“只有”14nm制程,但这块芯片是大陆厂商代工的第一款商业用手机芯片,意义重大。Nova10z的售价只有1500元左右,但背后涉及到的公司却个顶个的赫赫有名。恰好都发布了三季报,星空君挨个给大家拆解一下。01华为三季报 华为发布了2022年三季报,至暗时刻已经度过。前三季度实现销售收入4458亿元人民币,主营业务利润率为6.1%。销售额与去年前三季度持平,但去年同期净利润率为10.2%。华为轮值董事长徐直军表示:“整体经营结果符合预期,终端业务下行趋势持续放缓,ICT基础设施业务保持了稳定增长。华为将继续吸纳优秀人才,持续投资研发,不断提升产品竞争力,为客户、为社会创造价值。”终端业务下行趋势持续放缓的主要原因,是刚刚发布的Mate50系列。由于中芯国际目前能代工的制程上限是14nm,难以满足旗舰级手机的需要,华为的高端系列,只能采购高通的芯片。而华为的企业端业务表现优异,正在稳定增长。说个冷知识,即便是在华为手机最为鼎盛的时期,从利润端来看,华为其实是一家To B的企业。现在剥离掉荣耀后,华为的核心业务就是以运营商和企业端为主了。随着问界系列汽车的热销,华为在汽车领域的回报,有望在2023年全面释放。需要注意的是,问界汽车其实是赛力斯生产,华为深度参与,无论品牌还是产品都","text":"文:诗与星空(ID: SingingUnderStars)近日,华为在各大电商平台低调的上架了一款低端千元价位的手机,Nova10z。这款机型依然只支持4G,在其配置表中,除了标记出运行内存和机身内存外,并没有显示芯片配置。经网友拆解,发现它搭载海思麒麟710A,采用4颗2.0GHz A73高性能大核和4颗1.7GHz A53高能效小核。需要留意的是,原来的麒麟710系列是由台积电代工,12nm制程。而麒麟710A是由中芯国际代工,14nm制程,主频2.0GHz,属于此前麒麟710的降频版。虽然“只有”14nm制程,但这块芯片是大陆厂商代工的第一款商业用手机芯片,意义重大。Nova10z的售价只有1500元左右,但背后涉及到的公司却个顶个的赫赫有名。恰好都发布了三季报,星空君挨个给大家拆解一下。01华为三季报 华为发布了2022年三季报,至暗时刻已经度过。前三季度实现销售收入4458亿元人民币,主营业务利润率为6.1%。销售额与去年前三季度持平,但去年同期净利润率为10.2%。华为轮值董事长徐直军表示:“整体经营结果符合预期,终端业务下行趋势持续放缓,ICT基础设施业务保持了稳定增长。华为将继续吸纳优秀人才,持续投资研发,不断提升产品竞争力,为客户、为社会创造价值。”终端业务下行趋势持续放缓的主要原因,是刚刚发布的Mate50系列。由于中芯国际目前能代工的制程上限是14nm,难以满足旗舰级手机的需要,华为的高端系列,只能采购高通的芯片。而华为的企业端业务表现优异,正在稳定增长。说个冷知识,即便是在华为手机最为鼎盛的时期,从利润端来看,华为其实是一家To 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