Tobacco的个人主页 - 老虎社区

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0勋章

2022-03-15

$阿里巴巴-SW(09988)$发一个小调查，各位虎友觉得300块的腾讯和70块的阿里哪个更值得入手？A. 阿里B. 腾讯欢迎给出你的理由[爱你]

2021-02-11

$哔哩哔哩(BILI)$真是越打越涨。认可一家企业的长期价值，每一次下跌就都是买入机会

2022-06-02

远程办公久了企业对员工的约束力确实会打折扣，马斯克可能开启了逆远程办公的新趋势

抱歉，原内容已删除

2021-09-28

$吉宝数据中心房地产信托(AJBU.SI)$不懂就问，为啥最近净值一直下跌？荷兰和广东江门的两笔投资看着还行啊，负债率啥的也没什么问题

2022-03-11

$京东物流(02618)$最新年报看了觉得没有特别大的问题，虽然亏损增加不过都能和运营扩张联系上说的过去。所以这波大跌纯是市场因素吗？哪位高手能说一下看法[思考]

08-29

能不能proof read以后再发出来，这样的文章很容易混淆视听

抱歉，原内容已删除

2023-07-17

按不变价格计算？[笑哭]

抱歉，原内容已删除

2020-02-11

这篇文章不错，转发给大家看看

抱歉，原内容已删除

08-04

绿色外交官小虎：长期陪伴，信仰价值

03-15

大势未定，个股即使有亮点也是暂时的

2022-12-29

特斯拉和丰田没有可比性

抱歉，原内容已删除

2022-04-18

听一听理智的声音

@美港探案:王永利 : 做好应对更大冲击的政策准备

2024-06-24

周三前会继续建仓

2024-06-01

想不劳而获

2024-02-22

做了两把跨式期权，但不够胆量赚不到大钱

2024-02-13

加薪

2022-08-24

堪称财务分析范式文章[666]

抱歉，原内容已删除

2022-08-24

堪称财务分析范式文章[666]

抱歉，原内容已删除

2022-08-08

$大健云仓(GCT)$填补了国内大件跨国贸易B2B的空白，而且连续四年营收高速增长，尤其是疫情和全球供应链紧张的背景下实属不易[强]

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| Airbnb，明年最佳潜力之一","htmlText":"摘要：当后疫情时代遇上行业范式转换作者：美股先锋Airbnb这家公司相信大家比较了解，成立于08年，总部位于美国加州，主营为民宿平台，让旅行者通过网站或手机发掘和预订世界各地的独特房源。20年12月，Airbnb登录纳斯达克上市，不过由于疫情影响业务经营，以及通胀预期下成长股杀估值，Airbnb上市后股价经历大幅波动，过去一年表现平平。可以看到3月和5月，Airbnb和其他成长股一样经历了估值大幅下杀。此后由于德尔塔病毒株影响业务开展，股价基本处于区间震荡。从8月疫情有控制的预期开始，估值逐步修复，直到交出不错的Q3业绩，以及比较强的指引，股价经历一波大涨。但是由于通胀实锤，美联储加速taper以及给出明年可能3次加息的预期，成长股又开始经历一轮杀估值；同时，变异株Omicron的出现让酒旅业蒙上阴影，Airbnb股价遭受双重打击。但是在病理学中，Omicron传染性强但毒性低，有望终结疫情，未来流感化。在这个背景下，后疫情时代的代表Airbnb就可以重点关注起来了。另外Airbnb的基本面还有更为重要的一点——行业范式转换（Paradigm Shift）。下面我们对此重点进行分析。01 Airbnb的行业范式转换行业范式的转换，听起来比较抽象。这玩意怎么理解呢？其实在消费领域，可以说这是种消费者行为的变迁，举几个例子：智能手机取代传统手机、智能电车颠覆燃油车、奶茶和咖啡成为标配…那么对于Airbnb来说，也存在这种行业范式的转换，用CEO Brian的话来说“世界正经历一场关于我们生活和工作的变革”（The world is undergoing a revolution in how we live and work）。当然，硅谷向来有吹牛（Fake it then make it）的传统，Brian兄弟的话多少得打点折扣。但是这件事也不是空穴来风，我们从数据来看。从上","listText":"摘要：当后疫情时代遇上行业范式转换作者：美股先锋Airbnb这家公司相信大家比较了解，成立于08年，总部位于美国加州，主营为民宿平台，让旅行者通过网站或手机发掘和预订世界各地的独特房源。20年12月，Airbnb登录纳斯达克上市，不过由于疫情影响业务经营，以及通胀预期下成长股杀估值，Airbnb上市后股价经历大幅波动，过去一年表现平平。可以看到3月和5月，Airbnb和其他成长股一样经历了估值大幅下杀。此后由于德尔塔病毒株影响业务开展，股价基本处于区间震荡。从8月疫情有控制的预期开始，估值逐步修复，直到交出不错的Q3业绩，以及比较强的指引，股价经历一波大涨。但是由于通胀实锤，美联储加速taper以及给出明年可能3次加息的预期，成长股又开始经历一轮杀估值；同时，变异株Omicron的出现让酒旅业蒙上阴影，Airbnb股价遭受双重打击。但是在病理学中，Omicron传染性强但毒性低，有望终结疫情，未来流感化。在这个背景下，后疫情时代的代表Airbnb就可以重点关注起来了。另外Airbnb的基本面还有更为重要的一点——行业范式转换（Paradigm Shift）。下面我们对此重点进行分析。01 Airbnb的行业范式转换行业范式的转换，听起来比较抽象。这玩意怎么理解呢？其实在消费领域，可以说这是种消费者行为的变迁，举几个例子：智能手机取代传统手机、智能电车颠覆燃油车、奶茶和咖啡成为标配…那么对于Airbnb来说，也存在这种行业范式的转换，用CEO Brian的话来说“世界正经历一场关于我们生活和工作的变革”（The world is undergoing a revolution in how we live and work）。当然，硅谷向来有吹牛（Fake it then make it）的传统，Brian兄弟的话多少得打点折扣。但是这件事也不是空穴来风，我们从数据来看。从上","text":"摘要：当后疫情时代遇上行业范式转换作者：美股先锋Airbnb这家公司相信大家比较了解，成立于08年，总部位于美国加州，主营为民宿平台，让旅行者通过网站或手机发掘和预订世界各地的独特房源。20年12月，Airbnb登录纳斯达克上市，不过由于疫情影响业务经营，以及通胀预期下成长股杀估值，Airbnb上市后股价经历大幅波动，过去一年表现平平。可以看到3月和5月，Airbnb和其他成长股一样经历了估值大幅下杀。此后由于德尔塔病毒株影响业务开展，股价基本处于区间震荡。从8月疫情有控制的预期开始，估值逐步修复，直到交出不错的Q3业绩，以及比较强的指引，股价经历一波大涨。但是由于通胀实锤，美联储加速taper以及给出明年可能3次加息的预期，成长股又开始经历一轮杀估值；同时，变异株Omicron的出现让酒旅业蒙上阴影，Airbnb股价遭受双重打击。但是在病理学中，Omicron传染性强但毒性低，有望终结疫情，未来流感化。在这个背景下，后疫情时代的代表Airbnb就可以重点关注起来了。另外Airbnb的基本面还有更为重要的一点——行业范式转换（Paradigm Shift）。下面我们对此重点进行分析。01 Airbnb的行业范式转换行业范式的转换，听起来比较抽象。这玩意怎么理解呢？其实在消费领域，可以说这是种消费者行为的变迁，举几个例子：智能手机取代传统手机、智能电车颠覆燃油车、奶茶和咖啡成为标配…那么对于Airbnb来说，也存在这种行业范式的转换，用CEO Brian的话来说“世界正经历一场关于我们生活和工作的变革”（The world is undergoing a revolution in how we live and work）。当然，硅谷向来有吹牛（Fake it then make it）的传统，Brian兄弟的话多少得打点折扣。但是这件事也不是空穴来风，我们从数据来看。从上","images":[{"img":"https://static.tigerbbs.com/04d232a6b0a84107ef6c41477c714e76","width":"632","height":"293"},{"img":"https://static.tigerbbs.com/b798867b0ddddd7c6a58ea7e3079ed52","width":"632","height":"287"},{"img":"https://static.tigerbbs.com/d32934b97a15ff78e08f0f80e806347c","width":"632","height":"289"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692681019","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689199662,"gmtCreate":1655404023758,"gmtModify":1704862256042,"author":{"id":"3519623170718421","authorId":"3519623170718421","name":"Tobacco","avatar":"https://static.tigerbbs.com/3cc8bd3c5b1bc6677bd222602b7717df","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3519623170718421","authorIdStr":"3519623170718421"},"themes":[],"htmlText":"快来参加吧","listText":"快来参加吧","text":"快来参加吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689199662","repostId":"614666748","repostType":1,"repost":{"id":614666748,"gmtCreate":1653552570100,"gmtModify":1704857520069,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"和小虎一起时光穿梭，现在出发8！","htmlText":"\n \n \n  小虎8岁啦！我们准备了时光机和大家一起去冒险，快来在小虎探险中寻找惊喜礼物吧！精彩的小故事都在小虎的时光奇旅中，你能找到其中的奥秘吗？在时光奇旅里尽可能多的收集金币吧，它们将是你的基础游戏积分。此外，每周将会开放一个新的支线关卡，这里有无尽的宝藏等你探索。想要获得更多游戏积分就来3个支线关卡多试试吧，积分可以兑换多重奖励，奖品总价值高达20万美元!记得要在旅程中收集点亮“T.I.G.E.R”，才可以有机会获得8周年限量礼盒和高额股票代金券哦。 在哪里能找到它们呢？快来游戏里找找看吧～～快来搭乘小虎时光机与我们一起发掘属于自己的大事记～悄悄话： 要坚持每日来签到呦！ 多点点“分享”按钮试试看，说不定有惊喜～ 快来领取你的<a href=\"https://www.itigerup.com/activity/forapp/rules/?id=Time-travel8A\" target=\"_blank\">游戏秘籍</a> 活动时间：2022年6月14日 16:00:00 -- 2022年7月10日&nbsp;23:59:59<a href=\"https://www.itigergrowth.com/activity/market/2022/8th-anniversary/?adcode=20220523112514\" target=\"_blank\">戳我立即参与活动</a><a href=\"https://www.itigerup.com/activity/forapp/rules/?id=Time-travel8A\" target=\"_blank\">戳我了解活动规则</a>\n \n","listText":"小虎8岁啦！我们准备了时光机和大家一起去冒险，快来在小虎探险中寻找惊喜礼物吧！精彩的小故事都在小虎的时光奇旅中，你能找到其中的奥秘吗？在时光奇旅里尽可能多的收集金币吧，它们将是你的基础游戏积分。此外，每周将会开放一个新的支线关卡，这里有无尽的宝藏等你探索。想要获得更多游戏积分就来3个支线关卡多试试吧，积分可以兑换多重奖励，奖品总价值高达20万美元!记得要在旅程中收集点亮“T.I.G.E.R”，才可以有机会获得8周年限量礼盒和高额股票代金券哦。 在哪里能找到它们呢？快来游戏里找找看吧～～快来搭乘小虎时光机与我们一起发掘属于自己的大事记～悄悄话： 要坚持每日来签到呦！ 多点点“分享”按钮试试看，说不定有惊喜～ 快来领取你的<a href=\"https://www.itigerup.com/activity/forapp/rules/?id=Time-travel8A\" target=\"_blank\">游戏秘籍</a> 活动时间：2022年6月14日 16:00:00 -- 2022年7月10日&nbsp;23:59:59<a href=\"https://www.itigergrowth.com/activity/market/2022/8th-anniversary/?adcode=20220523112514\" target=\"_blank\">戳我立即参与活动</a><a href=\"https://www.itigerup.com/activity/forapp/rules/?id=Time-travel8A\" target=\"_blank\">戳我了解活动规则</a>","text":"小虎8岁啦！我们准备了时光机和大家一起去冒险，快来在小虎探险中寻找惊喜礼物吧！精彩的小故事都在小虎的时光奇旅中，你能找到其中的奥秘吗？在时光奇旅里尽可能多的收集金币吧，它们将是你的基础游戏积分。此外，每周将会开放一个新的支线关卡，这里有无尽的宝藏等你探索。想要获得更多游戏积分就来3个支线关卡多试试吧，积分可以兑换多重奖励，奖品总价值高达20万美元!记得要在旅程中收集点亮“T.I.G.E.R”，才可以有机会获得8周年限量礼盒和高额股票代金券哦。 在哪里能找到它们呢？快来游戏里找找看吧～～快来搭乘小虎时光机与我们一起发掘属于自己的大事记～悄悄话： 要坚持每日来签到呦！ 多点点“分享”按钮试试看，说不定有惊喜～ 快来领取你的游戏秘籍 活动时间：2022年6月14日 16:00:00 -- 2022年7月10日 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