+关注
波动率小学生
波动率期权交易者
IP属地:北京
244
关注
173
粉丝
6
主题
0
勋章
主贴
热门
波动率小学生
2021-06-28
Confluent:互联网时代的高速公路值不值得买?
$Confluent, Inc.(CFLT)$
大家好,我是胡夕,来自老虎证券。作为Apache Kafka社区的committer,我对Confluent公司
$Confluent, Inc.(CFLT)$
有着天然的一种亲近,那里面有我很多的好朋友。甚至在几年前,我还有机会加入到这家公司。如今看到Confluent公司成功上市,心里很替这些好友高兴,于是今天特意写下一些文字记录下我对这家公司的感受。 Confluent是做什么的 想必大家都已经知道,Confluent公司于北京时间6月24日晚亮相纳斯达克,当天股价就上涨25%,市值也随之来到了114亿美元,正式晋级百亿市值公司序列。 网上对Confluent公司的介绍频频,本不需要我再次赘述,然看过这些介绍之后,我想很多人一定会对这家公司是做什么业务的心存疑虑,毕竟网上对它的定位与用词不知凡几:有的文章说它是一家数据管理软件公司,也有将其定位成云计算公司,还有称之为新型数据基础架构SaaS企业,更有直接叫它大数据公司的。其实,我们完全不必纠结于这些称谓,因为从某些方面看,它们都是对的。 我还是尝试用我自己的理解深入浅出地为你们剖析这家公司的主营业务。简单来说,Confluent公司的所有产品都是基于一款名为Kafka的大数据消息队列。 提到大名鼎鼎的Kafka,互联网IT从业者想必对它并不陌生。它自2010年出道以来便凭借众多优势独霸互联网消息队列服务这一领域。好吧,我承认这一领域优秀的开源产品太多了,独霸这个词也许有点夸张了,但称其为执牛耳者应该是恰如其分(完了,好像比独霸还嚣张:)在互联网+时代,
Confluent:互联网时代的高速公路值不值得买?
波动率小学生
2023-09-16
$0.5倍做空波动率指数短期期货ETF(SVXY)$
虽然是模拟盘,但svxy确实是一个值得长期持有的标的。我的实盘持仓也买了这个[得意]
波动率小学生
2020-07-17
$富途控股(FUTU)$
富途的股价是多少
波动率小学生
2023-08-14
交易波动率 = 交易人性
东野圭吾说过:世界上有两样东西不可直视,一是太阳,二是人心。我越来越发现,交易波动率就是在交易人性,交易人心。你对它建模得越好,你的胜算越高,无它~
$标普500(.SPX)$
$纳斯达克100指数(NDX)$
交易波动率 = 交易人性
波动率小学生
2021-06-11
哈哈哈哈哈哈哈
波动率小学生
2021-01-09
$燃料电池能源(FCEL)$
后悔去年卖飞了一次[流泪]
波动率小学生
2020-10-15
生于忧患,死于安乐
波动率小学生
2020-06-19
$腾讯控股(00700)$
我的第一帖
波动率小学生
2022-07-20
$苹果(AAPL)$
果粉们怎么看财报?
波动率小学生
2022-07-20
spread 策略怎么样
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3549786635781823","uuid":"3549786635781823","gmtCreate":1586692613342,"gmtModify":1748419346855,"name":"波动率小学生","pinyin":"bdlxxsbodonglvxiaoxuesheng","introduction":"","introductionEn":"","signature":"波动率期权交易者","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":173,"headSize":244,"tweetSize":30,"questionSize":0,"limitLevel":999,"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":6,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"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":"2025.10.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.68%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":"2022.06.07","exceedPercentage":"93.85%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":158,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":380406552203880,"gmtCreate":1733918679041,"gmtModify":1733918682670,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"我来为毛戈平赋诗一首,祝产品大卖,抽中大奖[开心] 毛发轻扬舞春风, 戈戟已收心自通。 平生不羡荣华梦, 毛戈平, 啊,化作千般美, 平添世间风","listText":"我来为毛戈平赋诗一首,祝产品大卖,抽中大奖[开心] 毛发轻扬舞春风, 戈戟已收心自通。 平生不羡荣华梦, 毛戈平, 啊,化作千般美, 平添世间风","text":"我来为毛戈平赋诗一首,祝产品大卖,抽中大奖[开心] 毛发轻扬舞春风, 戈戟已收心自通。 平生不羡荣华梦, 毛戈平, 啊,化作千般美, 平添世间风","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380406552203880","isVote":1,"tweetType":1,"viewCount":2748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350953367368016,"gmtCreate":1726707581000,"gmtModify":1726709300990,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"顶你上去","listText":"顶你上去","text":"顶你上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350953367368016","isVote":1,"tweetType":1,"viewCount":3349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341370801188984,"gmtCreate":1724383007621,"gmtModify":1724383008963,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"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/341370801188984","repostId":"341370342248584","repostType":1,"repost":{"id":341370342248584,"gmtCreate":1724382895765,"gmtModify":1724382917974,"author":{"id":"3584936803163296","authorId":"3584936803163296","name":"小心的滑一滑吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3584936803163296","idStr":"3584936803163296"},"themes":[],"htmlText":"U.S. stocks advanced on Wednesday amid range-bound trading after investors parsed a steep downward revision in payrolls, and the release of the minutes from the most recent meeting of the Federal Reserve, which cemented expectations for a September rate cut.","listText":"U.S. stocks advanced on Wednesday amid range-bound trading after investors parsed a steep downward revision in payrolls, and the release of the minutes from the most recent meeting of the Federal Reserve, which cemented expectations for a September rate cut.","text":"U.S. stocks advanced on Wednesday amid range-bound trading after investors parsed a steep downward revision in payrolls, and the release of the minutes from the most recent meeting of the Federal Reserve, which cemented expectations for a September rate cut.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341370342248584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341370494554232,"gmtCreate":1724382932760,"gmtModify":1724382934765,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"Kinda weird that volatility of NDX does not decrease for such a long time.","listText":"Kinda weird that volatility of NDX does not decrease for such a long time.","text":"Kinda weird that volatility of NDX does not decrease for such a long time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341370494554232","isVote":1,"tweetType":1,"viewCount":3190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304543028473936,"gmtCreate":1715385835336,"gmtModify":1715385836934,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"R.I.P","listText":"R.I.P","text":"R.I.P","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304543028473936","repostId":"2434898990","repostType":2,"repost":{"id":"2434898990","kind":"news","pubTimestamp":1715365640,"share":"https://www.laohu8.com/m/news/2434898990?lang=zh_CN&edition=full","pubTime":"2024-05-11 02:27","market":"hk","language":"zh","title":"量化投资泰斗、文艺复兴基金的创始人Jim Simons去世,享年86岁","url":"https://stock-news.laohu8.com/highlight/detail?id=2434898990","media":"华尔街见闻","summary":"5月10日,文艺复兴基金的创始人吉姆·西蒙斯(Jim Simons)去世,享年86岁。以下为讣告全文:西蒙斯基金会怀着极大的悲痛宣布,其联合创始人兼名誉主席詹姆斯·哈里斯·西蒙斯(James Harris Simons)于2024年5月10日在纽约市去世,享年86岁。吉姆(他更喜欢别人这样称呼他)是一位获奖无数的数学家、量化投资界的传奇人物...","content":"<html><head></head><body><blockquote><p>吉姆·西蒙斯经常说,他的职业生涯经历了三个阶段:数学家、投资者和慈善家。其中,西蒙斯于1978年创立了文艺复兴科技公司,这是一家对冲基金公司,开创了量化交易的先河,并成为历史上最赚钱的投资公司之一。</p></blockquote><p>5月10日,文艺复兴基金的创始人吉姆·西蒙斯(Jim Simons)去世,享年86岁。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78669331a17c105324e7b74ed2f9a1dd\" title=\"\" tg-width=\"2426\" tg-height=\"1126\"/></p><p style=\"text-align: justify;\">以下为讣告全文:</p><blockquote><p style=\"text-align: justify;\">西蒙斯基金会怀着极大的悲痛宣布,其联合创始人兼名誉主席詹姆斯·哈里斯·西蒙斯(James Harris Simons)于2024年5月10日在纽约市去世,享年86岁。</p><p style=\"text-align: justify;\">吉姆(他更喜欢别人这样称呼他)是一位获奖无数的数学家、量化投资界的传奇人物,也是一位富有灵感且慷慨的慈善家。</p><p style=\"text-align: justify;\">他与妻子、西蒙斯基金会主席玛丽莲·西蒙斯 (Marilyn Simons) 一起向数百个慈善事业捐赠了数十亿美元,特别是那些支持数学和科学研究及教育的慈善事业。1994年,他们成立了西蒙斯基金会,该基金会的主要目的是支持全球的科学家和组织,推动数学和基础科学研究的前沿发展。</p><p style=\"text-align: justify;\">直至生命的最后阶段,吉姆都活跃在基金会的工作中。他对数学和基础科学的好奇心和毕生的热情激励着他周围的人。他决心在美国提高对数学和基础科学的支持水平,特别是通过赞助那些支持那些虽具有重大潜力但常被忽视的科研项目。</p><p style=\"text-align: justify;\">在30年的历史中,西蒙斯基金会的工作促成了多个科学领域的重大突破,包括对自闭症的理解、宇宙起源的研究、细胞生物学以及计算科学。吉姆和玛丽莲的资助覆盖了纽约市及全球的学校和大学,支持这些机构培养新一代的数学家和科学家。</p><p style=\"text-align: justify;\">吉姆经常说,他的职业生涯经历了三个阶段:数学家、投资者和慈善家。在数学家阶段,他曾担任纽约石溪大学(Stony Brook University)数学系的系主任。在此期间,西蒙斯取得了多项数学上的突破,这些成就对现在的弦理论、拓扑学和凝聚态物理等科学研究领域产生了深远影响。</p><p style=\"text-align: justify;\">在投资者阶段,西蒙斯于1978年创立了文艺复兴科技公司(Renaissance Technologies),这是一家对冲基金公司,开创了量化交易的先河,并成为历史上最赚钱的投资公司之一。随后,在慈善家阶段,他将注意力转向通过西蒙斯基金会、西蒙斯国际基金会、美国数学组织以及其他慈善事业来改变世界。</p><p style=\"text-align: justify;\">西蒙斯基金会总裁大卫·斯佩格尔(David Spergel)说:“吉姆是一位杰出的领导者,他不仅在数学领域做出了变革性的工作,还创建了一家世界领先的投资公司。吉姆与现任基金会董事会主席的玛丽琳·西蒙斯一起共同创立了西蒙斯基金会,该组织已经在数学、基础科学以及对自闭症的理解方面产生了巨大的影响。西蒙斯基金会作为一个永久性基金会,将他们对慈善事业的愿景延续到未来。”</p><p style=\"text-align: justify;\">吉姆·西蒙斯身后留下了他的妻子、三个孩子、五个孙子、一个曾孙,以及无数的同事、朋友和家人,他们深情地怀念他那真挚的好奇心和敏捷的智慧。</p><p style=\"text-align: justify;\">我们知道许多人有关于吉姆的故事、信息和回忆想要分享。请将它们发送至observing@simonsfoundation.org。</p><p style=\"text-align: justify;\">有关追悼会和其他纪念吉姆生平及遗产的活动的信息,将会发布在西蒙斯基金会的官方网站上。</p></blockquote><h2 id=\"id_4064381564\" style=\"text-align: start;\">生平</h2><p style=\"text-align: start;\">西蒙斯1958年毕业于麻省理工学院,1962年在伯克利加州大学获得博士学位。他曾任教于麻省理工学院、哈佛大学和纽约州立大学石溪分校。陈-西蒙斯形式就是以陈省身和他命名的。1976年,他获得了美国数学会的奥斯瓦尔德·维布伦奖。</p><p style=\"text-align: start;\">1982年,他转行投资业。他所创办的对冲基金获得了极大的成功,他也以74亿美元成为美国最富有人之一。他还是美国国家数学科学研究所的主要捐助人之一,也曾担任该研究所的理事会成员。</p><h2 id=\"id_1016243389\" style=\"text-align: start;\">旗舰基金大奖章基金年化收益率39%</h2><p>从1988年到2019年,西蒙斯的大奖章基金年化收益率为39%(费前收益率则是66%!该基金收取5%管理费和44%的业绩激励,规模为100亿美元),这样的投资业绩迄今为止独步全球、无出其右者。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f60b4ca5e86366d3af16dbaa4c44d4b9\" title=\"\" tg-width=\"796\" tg-height=\"1299\"/></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>量化投资泰斗、文艺复兴基金的创始人Jim Simons去世,享年86岁</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n量化投资泰斗、文艺复兴基金的创始人Jim Simons去世,享年86岁\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-11 02:27 北京时间 <a href=https://wallstreetcn.com/articles/3714654><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>吉姆·西蒙斯经常说,他的职业生涯经历了三个阶段:数学家、投资者和慈善家。其中,西蒙斯于1978年创立了文艺复兴科技公司,这是一家对冲基金公司,开创了量化交易的先河,并成为历史上最赚钱的投资公司之一。5月10日,文艺复兴基金的创始人吉姆·西蒙斯(Jim Simons)去世,享年86岁。以下为讣告全文:西蒙斯基金会怀着极大的悲痛宣布,其联合创始人兼名誉主席詹姆斯·哈里斯·西蒙斯(James ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3714654\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/330be215e8c1d2f6af19cecab795628d","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3714654","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2434898990","content_text":"吉姆·西蒙斯经常说,他的职业生涯经历了三个阶段:数学家、投资者和慈善家。其中,西蒙斯于1978年创立了文艺复兴科技公司,这是一家对冲基金公司,开创了量化交易的先河,并成为历史上最赚钱的投资公司之一。5月10日,文艺复兴基金的创始人吉姆·西蒙斯(Jim Simons)去世,享年86岁。以下为讣告全文:西蒙斯基金会怀着极大的悲痛宣布,其联合创始人兼名誉主席詹姆斯·哈里斯·西蒙斯(James Harris Simons)于2024年5月10日在纽约市去世,享年86岁。吉姆(他更喜欢别人这样称呼他)是一位获奖无数的数学家、量化投资界的传奇人物,也是一位富有灵感且慷慨的慈善家。他与妻子、西蒙斯基金会主席玛丽莲·西蒙斯 (Marilyn Simons) 一起向数百个慈善事业捐赠了数十亿美元,特别是那些支持数学和科学研究及教育的慈善事业。1994年,他们成立了西蒙斯基金会,该基金会的主要目的是支持全球的科学家和组织,推动数学和基础科学研究的前沿发展。直至生命的最后阶段,吉姆都活跃在基金会的工作中。他对数学和基础科学的好奇心和毕生的热情激励着他周围的人。他决心在美国提高对数学和基础科学的支持水平,特别是通过赞助那些支持那些虽具有重大潜力但常被忽视的科研项目。在30年的历史中,西蒙斯基金会的工作促成了多个科学领域的重大突破,包括对自闭症的理解、宇宙起源的研究、细胞生物学以及计算科学。吉姆和玛丽莲的资助覆盖了纽约市及全球的学校和大学,支持这些机构培养新一代的数学家和科学家。吉姆经常说,他的职业生涯经历了三个阶段:数学家、投资者和慈善家。在数学家阶段,他曾担任纽约石溪大学(Stony Brook University)数学系的系主任。在此期间,西蒙斯取得了多项数学上的突破,这些成就对现在的弦理论、拓扑学和凝聚态物理等科学研究领域产生了深远影响。在投资者阶段,西蒙斯于1978年创立了文艺复兴科技公司(Renaissance Technologies),这是一家对冲基金公司,开创了量化交易的先河,并成为历史上最赚钱的投资公司之一。随后,在慈善家阶段,他将注意力转向通过西蒙斯基金会、西蒙斯国际基金会、美国数学组织以及其他慈善事业来改变世界。西蒙斯基金会总裁大卫·斯佩格尔(David Spergel)说:“吉姆是一位杰出的领导者,他不仅在数学领域做出了变革性的工作,还创建了一家世界领先的投资公司。吉姆与现任基金会董事会主席的玛丽琳·西蒙斯一起共同创立了西蒙斯基金会,该组织已经在数学、基础科学以及对自闭症的理解方面产生了巨大的影响。西蒙斯基金会作为一个永久性基金会,将他们对慈善事业的愿景延续到未来。”吉姆·西蒙斯身后留下了他的妻子、三个孩子、五个孙子、一个曾孙,以及无数的同事、朋友和家人,他们深情地怀念他那真挚的好奇心和敏捷的智慧。我们知道许多人有关于吉姆的故事、信息和回忆想要分享。请将它们发送至observing@simonsfoundation.org。有关追悼会和其他纪念吉姆生平及遗产的活动的信息,将会发布在西蒙斯基金会的官方网站上。生平西蒙斯1958年毕业于麻省理工学院,1962年在伯克利加州大学获得博士学位。他曾任教于麻省理工学院、哈佛大学和纽约州立大学石溪分校。陈-西蒙斯形式就是以陈省身和他命名的。1976年,他获得了美国数学会的奥斯瓦尔德·维布伦奖。1982年,他转行投资业。他所创办的对冲基金获得了极大的成功,他也以74亿美元成为美国最富有人之一。他还是美国国家数学科学研究所的主要捐助人之一,也曾担任该研究所的理事会成员。旗舰基金大奖章基金年化收益率39%从1988年到2019年,西蒙斯的大奖章基金年化收益率为39%(费前收益率则是66%!该基金收取5%管理费和44%的业绩激励,规模为100亿美元),这样的投资业绩迄今为止独步全球、无出其右者。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220410769723496,"gmtCreate":1694832479565,"gmtModify":1694835634359,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SVXY\">$0.5倍做空波动率指数短期期货ETF(SVXY)$ </a> 虽然是模拟盘,但svxy确实是一个值得长期持有的标的。我的实盘持仓也买了这个[得意] ","listText":"<a href=\"https://laohu8.com/S/SVXY\">$0.5倍做空波动率指数短期期货ETF(SVXY)$ </a> 虽然是模拟盘,但svxy确实是一个值得长期持有的标的。我的实盘持仓也买了这个[得意] ","text":"$0.5倍做空波动率指数短期期货ETF(SVXY)$ 虽然是模拟盘,但svxy确实是一个值得长期持有的标的。我的实盘持仓也买了这个[得意]","images":[{"img":"https://static.tigerbbs.com/1e59a4153f4e58f78519a7bb77f56be4","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220410769723496","isVote":1,"tweetType":1,"viewCount":5081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":208829437694176,"gmtCreate":1692007263216,"gmtModify":1692007272206,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"title":"交易波动率 = 交易人性","htmlText":"东野圭吾说过:世界上有两样东西不可直视,一是太阳,二是人心。我越来越发现,交易波动率就是在交易人性,交易人心。你对它建模得越好,你的胜算越高,无它~ <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"东野圭吾说过:世界上有两样东西不可直视,一是太阳,二是人心。我越来越发现,交易波动率就是在交易人性,交易人心。你对它建模得越好,你的胜算越高,无它~ <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"东野圭吾说过:世界上有两样东西不可直视,一是太阳,二是人心。我越来越发现,交易波动率就是在交易人性,交易人心。你对它建模得越好,你的胜算越高,无它~ $标普500(.SPX)$ $纳斯达克100指数(NDX)$ ","images":[{"img":"https://static.tigerbbs.com/63a49ea8fb6c31d41feb63d0ab616af2","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/208829437694176","isVote":1,"tweetType":1,"viewCount":4270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":203169857302800,"gmtCreate":1690632195875,"gmtModify":1690632234814,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"再次提醒自己和各位,做多日历价差不是做多Vega,不会因为隐含波动率的增加而盈利,切记切记。","listText":"再次提醒自己和各位,做多日历价差不是做多Vega,不会因为隐含波动率的增加而盈利,切记切记。","text":"再次提醒自己和各位,做多日历价差不是做多Vega,不会因为隐含波动率的增加而盈利,切记切记。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/203169857302800","isVote":1,"tweetType":1,"viewCount":6286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686293667,"gmtCreate":1658323717361,"gmtModify":1704869632362,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AXP 20220729 147.0 CALL\">$AXP 20220729 147.0 CALL$</a>买这手看涨如何?","listText":"<a href=\"https://laohu8.com/OPT/AXP 20220729 147.0 CALL\">$AXP 20220729 147.0 CALL$</a>买这手看涨如何?","text":"$AXP 20220729 147.0 CALL$买这手看涨如何?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686293667","isVote":1,"tweetType":1,"viewCount":5140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686651960,"gmtCreate":1658307099654,"gmtModify":1704869563416,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>果粉们怎么看财报?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>果粉们怎么看财报?","text":"$苹果(AAPL)$果粉们怎么看财报?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/686651960","isVote":1,"tweetType":1,"viewCount":6502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686653744,"gmtCreate":1658307067790,"gmtModify":1704869563068,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AXP\">$美国运通(AXP)$</a>最近亏死了","listText":"<a href=\"https://laohu8.com/S/AXP\">$美国运通(AXP)$</a>最近亏死了","text":"$美国运通(AXP)$最近亏死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686653744","isVote":1,"tweetType":1,"viewCount":3321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686653649,"gmtCreate":1658306941884,"gmtModify":1704869562369,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a>元宇宙还有戏吗?","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a>元宇宙还有戏吗?","text":"$Meta Platforms(META)$元宇宙还有戏吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686653649","isVote":1,"tweetType":1,"viewCount":4017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686659259,"gmtCreate":1658306823072,"gmtModify":1704869560796,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里加油!","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>阿里加油!","text":"$阿里巴巴(BABA)$阿里加油!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686659259","isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686669686,"gmtCreate":1658298700847,"gmtModify":1704869526321,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"title":"SPY put","htmlText":"<a href=\"https://laohu8.com/OPT/SPY 20220916 350.0 PUT\">$SPY 20220916 350.0 PUT$</a>必胜!","listText":"<a href=\"https://laohu8.com/OPT/SPY 20220916 350.0 PUT\">$SPY 20220916 350.0 PUT$</a>必胜!","text":"$SPY 20220916 350.0 PUT$必胜!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686669686","isVote":1,"tweetType":1,"viewCount":3902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686616226,"gmtCreate":1658292231566,"gmtModify":1704869498462,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"spread 策略怎么样","listText":"spread 策略怎么样","text":"spread 策略怎么样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/686616226","isVote":1,"tweetType":1,"viewCount":5121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824775329,"gmtCreate":1634361314895,"gmtModify":1634361314895,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>加油","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>加油","text":"$老虎证券(TIGR)$加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824775329","isVote":1,"tweetType":1,"viewCount":3286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127470203,"gmtCreate":1624866941802,"gmtModify":1624888027647,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"title":"Confluent:互联网时代的高速公路值不值得买?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a> 大家好,我是胡夕,来自老虎证券。作为Apache Kafka社区的committer,我对Confluent公司<a target=\"_blank\" href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a>有着天然的一种亲近,那里面有我很多的好朋友。甚至在几年前,我还有机会加入到这家公司。如今看到Confluent公司成功上市,心里很替这些好友高兴,于是今天特意写下一些文字记录下我对这家公司的感受。 Confluent是做什么的 想必大家都已经知道,Confluent公司于北京时间6月24日晚亮相纳斯达克,当天股价就上涨25%,市值也随之来到了114亿美元,正式晋级百亿市值公司序列。 网上对Confluent公司的介绍频频,本不需要我再次赘述,然看过这些介绍之后,我想很多人一定会对这家公司是做什么业务的心存疑虑,毕竟网上对它的定位与用词不知凡几:有的文章说它是一家数据管理软件公司,也有将其定位成云计算公司,还有称之为新型数据基础架构SaaS企业,更有直接叫它大数据公司的。其实,我们完全不必纠结于这些称谓,因为从某些方面看,它们都是对的。 我还是尝试用我自己的理解深入浅出地为你们剖析这家公司的主营业务。简单来说,Confluent公司的所有产品都是基于一款名为Kafka的大数据消息队列。 提到大名鼎鼎的Kafka,互联网IT从业者想必对它并不陌生。它自2010年出道以来便凭借众多优势独霸互联网消息队列服务这一领域。好吧,我承认这一领域优秀的开源产品太多了,独霸这个词也许有点夸张了,但称其为执牛耳者应该是恰如其分(完了,好像比独霸还嚣张:)在互联网+时代,","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a> 大家好,我是胡夕,来自老虎证券。作为Apache Kafka社区的committer,我对Confluent公司<a target=\"_blank\" href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a>有着天然的一种亲近,那里面有我很多的好朋友。甚至在几年前,我还有机会加入到这家公司。如今看到Confluent公司成功上市,心里很替这些好友高兴,于是今天特意写下一些文字记录下我对这家公司的感受。 Confluent是做什么的 想必大家都已经知道,Confluent公司于北京时间6月24日晚亮相纳斯达克,当天股价就上涨25%,市值也随之来到了114亿美元,正式晋级百亿市值公司序列。 网上对Confluent公司的介绍频频,本不需要我再次赘述,然看过这些介绍之后,我想很多人一定会对这家公司是做什么业务的心存疑虑,毕竟网上对它的定位与用词不知凡几:有的文章说它是一家数据管理软件公司,也有将其定位成云计算公司,还有称之为新型数据基础架构SaaS企业,更有直接叫它大数据公司的。其实,我们完全不必纠结于这些称谓,因为从某些方面看,它们都是对的。 我还是尝试用我自己的理解深入浅出地为你们剖析这家公司的主营业务。简单来说,Confluent公司的所有产品都是基于一款名为Kafka的大数据消息队列。 提到大名鼎鼎的Kafka,互联网IT从业者想必对它并不陌生。它自2010年出道以来便凭借众多优势独霸互联网消息队列服务这一领域。好吧,我承认这一领域优秀的开源产品太多了,独霸这个词也许有点夸张了,但称其为执牛耳者应该是恰如其分(完了,好像比独霸还嚣张:)在互联网+时代,","text":"$Confluent, Inc.(CFLT)$ 大家好,我是胡夕,来自老虎证券。作为Apache Kafka社区的committer,我对Confluent公司$Confluent, Inc.(CFLT)$有着天然的一种亲近,那里面有我很多的好朋友。甚至在几年前,我还有机会加入到这家公司。如今看到Confluent公司成功上市,心里很替这些好友高兴,于是今天特意写下一些文字记录下我对这家公司的感受。 Confluent是做什么的 想必大家都已经知道,Confluent公司于北京时间6月24日晚亮相纳斯达克,当天股价就上涨25%,市值也随之来到了114亿美元,正式晋级百亿市值公司序列。 网上对Confluent公司的介绍频频,本不需要我再次赘述,然看过这些介绍之后,我想很多人一定会对这家公司是做什么业务的心存疑虑,毕竟网上对它的定位与用词不知凡几:有的文章说它是一家数据管理软件公司,也有将其定位成云计算公司,还有称之为新型数据基础架构SaaS企业,更有直接叫它大数据公司的。其实,我们完全不必纠结于这些称谓,因为从某些方面看,它们都是对的。 我还是尝试用我自己的理解深入浅出地为你们剖析这家公司的主营业务。简单来说,Confluent公司的所有产品都是基于一款名为Kafka的大数据消息队列。 提到大名鼎鼎的Kafka,互联网IT从业者想必对它并不陌生。它自2010年出道以来便凭借众多优势独霸互联网消息队列服务这一领域。好吧,我承认这一领域优秀的开源产品太多了,独霸这个词也许有点夸张了,但称其为执牛耳者应该是恰如其分(完了,好像比独霸还嚣张:)在互联网+时代,","images":[{"img":"https://static.tigerbbs.com/158a1e8c54cb5d68428bf7d1e315ffd9","width":"500","height":"333"},{"img":"https://static.tigerbbs.com/92cb2ba234b11606de1ae50db0403d11","width":"500","height":"281"},{"img":"https://static.tigerbbs.com/2814c935cded3ebf4e542264499d8d75","width":"679","height":"453"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":164,"commentSize":34,"repostSize":28,"link":"https://laohu8.com/post/127470203","isVote":1,"tweetType":1,"viewCount":178982,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473910588676310","authorId":"3473910588676310","name":"维克多123","avatar":"https://static.tigerbbs.com/1a0be78881a5953fc13169c6cb881089","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3473910588676310","idStr":"3473910588676310"},"content":"是否会王者归来?时间证明","text":"是否会王者归来?时间证明","html":"是否会王者归来?时间证明"},{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"20727972514030","idStr":"20727972514030"},"content":"作者是我司社区研发主管,同时也是《Apache Kafka实战》的作者胡老师,对confluent有任何问题都可以评论区留言[胜利] $Confluent, Inc.(CFLT)$","text":"作者是我司社区研发主管,同时也是《Apache Kafka实战》的作者胡老师,对confluent有任何问题都可以评论区留言[胜利] $Confluent, Inc.(CFLT)$","html":"作者是我司社区研发主管,同时也是《Apache Kafka实战》的作者胡老师,对confluent有任何问题都可以评论区留言[胜利] $Confluent, Inc.(CFLT)$"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":181571470,"gmtCreate":1623404163690,"gmtModify":1623404163690,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"哈哈哈哈哈哈哈","listText":"哈哈哈哈哈哈哈","text":"哈哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/181571470","isVote":1,"tweetType":1,"viewCount":3304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181129686,"gmtCreate":1623379496445,"gmtModify":1623379496445,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"Aaa","listText":"Aaa","text":"Aaa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181129686","repostId":"1154634871","repostType":2,"repost":{"id":"1154634871","kind":"news","pubTimestamp":1615965243,"share":"https://www.laohu8.com/m/news/1154634871?lang=zh_CN&edition=full","pubTime":"2021-03-17 15:14","market":"us","language":"en","title":"The stock market's fear index just dropped below a key level that suggests further upside ahead<blockquote>股市恐惧指数刚刚跌破表明未来进一步上涨的关键水平</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154634871","media":"Business Insider","summary":"A decline in stock-market volatility over the past few weeks suggests more upside ahead for stocks.\n","content":"<p><ul> <li><b>A decline in stock-market volatility over the past few weeks suggests more upside ahead for stocks.</b></li> <li><b>On Tuesday, the CBOE Volatility Index fell below the key 20 level and hit its lowest levels since the start of the COVID-19 pandemic.</b></li> <li><b>According to Fairlead Strategies' Katie Stockton, a consistent VIX reading below 20 would signal a bullish shift in sentiment.</b></li> </ul> The stock market's fear gauge fell below a key level on Tuesday that suggested further upside was ahead for stocks.</p><p><blockquote><ul><li><b>过去几周股市波动性的下降表明股市未来还有更多上涨空间。</b></li><li><b>周二,CBOE波动率指数跌破关键的20水平,并触及新冠肺炎疫情开始以来的最低水平。</b></li><li><b>Fairlead Strategies的凯蒂·斯托克顿(Katie Stockton)表示,VIX读数持续低于20将标志着情绪的看涨转变。</b></li></ul>周二,股市恐惧指数跌破关键水平,表明股市将进一步上涨。</blockquote></p><p> The CBOE Volatility Index, also known as the VIX, fell below the 20 level and hit its lowest point since the start of the COVID-19 pandemic. A VIX below 20 is seen as a signal that the stock market is transitioning from a high-volatility regime to a low-volatility regime, according to Fairlead Strategies' Katie Stockton.</p><p><blockquote>CBOE波动率指数(也称为VIX)跌破20水平,触及COVID-19大流行开始以来的最低点。Fairlead Strategies的凯蒂·斯托克顿(Katie Stockton)表示,VIX低于20被视为股市正在从高波动性制度向低波动性制度过渡的信号。</blockquote></p><p> And according to Fundstrat's Tom Lee, a fall below 20 in the VIX signals a risk-on environment that would spark fund flows into stocks from systematic and quantitative investment funds.</p><p><blockquote>Fundstrat的Tom Lee表示,VIX跌破20表明风险偏好环境将引发系统性和量化投资基金的资金流入股市。</blockquote></p><p> \"A fall below 20 takes this volatility index to pre-2020 levels and a drop in the VIX would be a risk-on signal,\" Lee said in a note last month.</p><p><blockquote>Lee在上个月的一份报告中表示:“跌破20将使该波动率指数达到2020年之前的水平,而VIX下跌将是一个冒险信号。”</blockquote></p><p> But the VIX has staged multiple head fakes over the past few months, briefly falling below 20 before spiking higher in February, November, and August.</p><p><blockquote>但过去几个月,VIX指数多次出现头部假象,短暂跌破20,然后在2月、11月和8月飙升。</blockquote></p><p> That's why Stockton recommends investors wait for confirmation of a breakdown in the VIX before making any portfolio changes, like removing market hedges. Confirmation of a VIX breakdown would require consecutive daily closes below the 20 level, according to a Tuesday note from Stockton.</p><p><blockquote>这就是为什么斯托克顿建议投资者在做出任何投资组合改变(例如取消市场对冲)之前等待VIX崩溃的确认。根据斯托克顿周二的一份报告,确认VIX崩溃需要连续每日收盘价低于20水平。</blockquote></p><p> \"This would mark a potentially bullish shift in sentiment, and a move from a high-volatility regime to a low-volatility regime, last seen pre-Covid with a new floor for the VIX near 11,\" Stockton said, adding that a VIX breakdown \"would support near-term upside follow-through for the inversely correlated S&P 500.\"</p><p><blockquote>Stockton表示:“这将标志着情绪可能出现看涨转变,并从高波动性制度转向低波动性制度,上次出现是在新冠疫情爆发之前,VIX的新下限接近11。”他补充说,VIX崩溃“将支持负相关标普500近期的上行后续行动。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93d91dc4c981539c4f2ca677e8b7fd75\" tg-width=\"790\" tg-height=\"447\"><span>Fairlead Strategies</span></p><p><blockquote><p class=\"t-img-caption\"><span>导缆器策略</span></p></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The stock market's fear index just dropped below a key level that suggests further upside ahead<blockquote>股市恐惧指数刚刚跌破表明未来进一步上涨的关键水平</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe stock market's fear index just dropped below a key level that suggests further upside ahead<blockquote>股市恐惧指数刚刚跌破表明未来进一步上涨的关键水平</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Business Insider</strong><span class=\"h-time small\">2021-03-17 15:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul> <li><b>A decline in stock-market volatility over the past few weeks suggests more upside ahead for stocks.</b></li> <li><b>On Tuesday, the CBOE Volatility Index fell below the key 20 level and hit its lowest levels since the start of the COVID-19 pandemic.</b></li> <li><b>According to Fairlead Strategies' Katie Stockton, a consistent VIX reading below 20 would signal a bullish shift in sentiment.</b></li> </ul> The stock market's fear gauge fell below a key level on Tuesday that suggested further upside was ahead for stocks.</p><p><blockquote><ul><li><b>过去几周股市波动性的下降表明股市未来还有更多上涨空间。</b></li><li><b>周二,CBOE波动率指数跌破关键的20水平,并触及新冠肺炎疫情开始以来的最低水平。</b></li><li><b>Fairlead Strategies的凯蒂·斯托克顿(Katie Stockton)表示,VIX读数持续低于20将标志着情绪的看涨转变。</b></li></ul>周二,股市恐惧指数跌破关键水平,表明股市将进一步上涨。</blockquote></p><p> The CBOE Volatility Index, also known as the VIX, fell below the 20 level and hit its lowest point since the start of the COVID-19 pandemic. A VIX below 20 is seen as a signal that the stock market is transitioning from a high-volatility regime to a low-volatility regime, according to Fairlead Strategies' Katie Stockton.</p><p><blockquote>CBOE波动率指数(也称为VIX)跌破20水平,触及COVID-19大流行开始以来的最低点。Fairlead Strategies的凯蒂·斯托克顿(Katie Stockton)表示,VIX低于20被视为股市正在从高波动性制度向低波动性制度过渡的信号。</blockquote></p><p> And according to Fundstrat's Tom Lee, a fall below 20 in the VIX signals a risk-on environment that would spark fund flows into stocks from systematic and quantitative investment funds.</p><p><blockquote>Fundstrat的Tom Lee表示,VIX跌破20表明风险偏好环境将引发系统性和量化投资基金的资金流入股市。</blockquote></p><p> \"A fall below 20 takes this volatility index to pre-2020 levels and a drop in the VIX would be a risk-on signal,\" Lee said in a note last month.</p><p><blockquote>Lee在上个月的一份报告中表示:“跌破20将使该波动率指数达到2020年之前的水平,而VIX下跌将是一个冒险信号。”</blockquote></p><p> But the VIX has staged multiple head fakes over the past few months, briefly falling below 20 before spiking higher in February, November, and August.</p><p><blockquote>但过去几个月,VIX指数多次出现头部假象,短暂跌破20,然后在2月、11月和8月飙升。</blockquote></p><p> That's why Stockton recommends investors wait for confirmation of a breakdown in the VIX before making any portfolio changes, like removing market hedges. Confirmation of a VIX breakdown would require consecutive daily closes below the 20 level, according to a Tuesday note from Stockton.</p><p><blockquote>这就是为什么斯托克顿建议投资者在做出任何投资组合改变(例如取消市场对冲)之前等待VIX崩溃的确认。根据斯托克顿周二的一份报告,确认VIX崩溃需要连续每日收盘价低于20水平。</blockquote></p><p> \"This would mark a potentially bullish shift in sentiment, and a move from a high-volatility regime to a low-volatility regime, last seen pre-Covid with a new floor for the VIX near 11,\" Stockton said, adding that a VIX breakdown \"would support near-term upside follow-through for the inversely correlated S&P 500.\"</p><p><blockquote>Stockton表示:“这将标志着情绪可能出现看涨转变,并从高波动性制度转向低波动性制度,上次出现是在新冠疫情爆发之前,VIX的新下限接近11。”他补充说,VIX崩溃“将支持负相关标普500近期的上行后续行动。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93d91dc4c981539c4f2ca677e8b7fd75\" tg-width=\"790\" tg-height=\"447\"><span>Fairlead Strategies</span></p><p><blockquote><p class=\"t-img-caption\"><span>导缆器策略</span></p></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-fear-index-below-key-level-suggests-more-upside-2021-3-1030216300\">Business Insider</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","VIX":"标普500波动率指数"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-fear-index-below-key-level-suggests-more-upside-2021-3-1030216300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154634871","content_text":"A decline in stock-market volatility over the past few weeks suggests more upside ahead for stocks.\nOn Tuesday, the CBOE Volatility Index fell below the key 20 level and hit its lowest levels since the start of the COVID-19 pandemic.\nAccording to Fairlead Strategies' Katie Stockton, a consistent VIX reading below 20 would signal a bullish shift in sentiment.\n\nThe stock market's fear gauge fell below a key level on Tuesday that suggested further upside was ahead for stocks.\nThe CBOE Volatility Index, also known as the VIX, fell below the 20 level and hit its lowest point since the start of the COVID-19 pandemic. A VIX below 20 is seen as a signal that the stock market is transitioning from a high-volatility regime to a low-volatility regime, according to Fairlead Strategies' Katie Stockton.\nAnd according to Fundstrat's Tom Lee, a fall below 20 in the VIX signals a risk-on environment that would spark fund flows into stocks from systematic and quantitative investment funds.\n\"A fall below 20 takes this volatility index to pre-2020 levels and a drop in the VIX would be a risk-on signal,\" Lee said in a note last month.\nBut the VIX has staged multiple head fakes over the past few months, briefly falling below 20 before spiking higher in February, November, and August.\nThat's why Stockton recommends investors wait for confirmation of a breakdown in the VIX before making any portfolio changes, like removing market hedges. Confirmation of a VIX breakdown would require consecutive daily closes below the 20 level, according to a Tuesday note from Stockton.\n\"This would mark a potentially bullish shift in sentiment, and a move from a high-volatility regime to a low-volatility regime, last seen pre-Covid with a new floor for the VIX near 11,\" Stockton said, adding that a VIX breakdown \"would support near-term upside follow-through for the inversely correlated S&P 500.\"\nFairlead Strategies","news_type":1,"symbols_score_info":{"VIX":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":336779687,"gmtCreate":1610175472149,"gmtModify":1703743197710,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549786635781823","idStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FCEL\">$燃料电池能源(FCEL)$</a>后悔去年卖飞了一次[流泪] ","listText":"<a href=\"https://laohu8.com/S/FCEL\">$燃料电池能源(FCEL)$</a>后悔去年卖飞了一次[流泪] ","text":"$燃料电池能源(FCEL)$后悔去年卖飞了一次[流泪]","images":[{"img":"https://static.tigerbbs.com/b0eebe46210a820b9cce77196552bbf6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336779687","isVote":1,"tweetType":1,"viewCount":2970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":127470203,"gmtCreate":1624866941802,"gmtModify":1624888027647,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549786635781823","authorIdStr":"3549786635781823"},"themes":[],"title":"Confluent:互联网时代的高速公路值不值得买?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a> 大家好,我是胡夕,来自老虎证券。作为Apache Kafka社区的committer,我对Confluent公司<a target=\"_blank\" href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a>有着天然的一种亲近,那里面有我很多的好朋友。甚至在几年前,我还有机会加入到这家公司。如今看到Confluent公司成功上市,心里很替这些好友高兴,于是今天特意写下一些文字记录下我对这家公司的感受。 Confluent是做什么的 想必大家都已经知道,Confluent公司于北京时间6月24日晚亮相纳斯达克,当天股价就上涨25%,市值也随之来到了114亿美元,正式晋级百亿市值公司序列。 网上对Confluent公司的介绍频频,本不需要我再次赘述,然看过这些介绍之后,我想很多人一定会对这家公司是做什么业务的心存疑虑,毕竟网上对它的定位与用词不知凡几:有的文章说它是一家数据管理软件公司,也有将其定位成云计算公司,还有称之为新型数据基础架构SaaS企业,更有直接叫它大数据公司的。其实,我们完全不必纠结于这些称谓,因为从某些方面看,它们都是对的。 我还是尝试用我自己的理解深入浅出地为你们剖析这家公司的主营业务。简单来说,Confluent公司的所有产品都是基于一款名为Kafka的大数据消息队列。 提到大名鼎鼎的Kafka,互联网IT从业者想必对它并不陌生。它自2010年出道以来便凭借众多优势独霸互联网消息队列服务这一领域。好吧,我承认这一领域优秀的开源产品太多了,独霸这个词也许有点夸张了,但称其为执牛耳者应该是恰如其分(完了,好像比独霸还嚣张:)在互联网+时代,","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a> 大家好,我是胡夕,来自老虎证券。作为Apache Kafka社区的committer,我对Confluent公司<a target=\"_blank\" href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a>有着天然的一种亲近,那里面有我很多的好朋友。甚至在几年前,我还有机会加入到这家公司。如今看到Confluent公司成功上市,心里很替这些好友高兴,于是今天特意写下一些文字记录下我对这家公司的感受。 Confluent是做什么的 想必大家都已经知道,Confluent公司于北京时间6月24日晚亮相纳斯达克,当天股价就上涨25%,市值也随之来到了114亿美元,正式晋级百亿市值公司序列。 网上对Confluent公司的介绍频频,本不需要我再次赘述,然看过这些介绍之后,我想很多人一定会对这家公司是做什么业务的心存疑虑,毕竟网上对它的定位与用词不知凡几:有的文章说它是一家数据管理软件公司,也有将其定位成云计算公司,还有称之为新型数据基础架构SaaS企业,更有直接叫它大数据公司的。其实,我们完全不必纠结于这些称谓,因为从某些方面看,它们都是对的。 我还是尝试用我自己的理解深入浅出地为你们剖析这家公司的主营业务。简单来说,Confluent公司的所有产品都是基于一款名为Kafka的大数据消息队列。 提到大名鼎鼎的Kafka,互联网IT从业者想必对它并不陌生。它自2010年出道以来便凭借众多优势独霸互联网消息队列服务这一领域。好吧,我承认这一领域优秀的开源产品太多了,独霸这个词也许有点夸张了,但称其为执牛耳者应该是恰如其分(完了,好像比独霸还嚣张:)在互联网+时代,","text":"$Confluent, Inc.(CFLT)$ 大家好,我是胡夕,来自老虎证券。作为Apache Kafka社区的committer,我对Confluent公司$Confluent, Inc.(CFLT)$有着天然的一种亲近,那里面有我很多的好朋友。甚至在几年前,我还有机会加入到这家公司。如今看到Confluent公司成功上市,心里很替这些好友高兴,于是今天特意写下一些文字记录下我对这家公司的感受。 Confluent是做什么的 想必大家都已经知道,Confluent公司于北京时间6月24日晚亮相纳斯达克,当天股价就上涨25%,市值也随之来到了114亿美元,正式晋级百亿市值公司序列。 网上对Confluent公司的介绍频频,本不需要我再次赘述,然看过这些介绍之后,我想很多人一定会对这家公司是做什么业务的心存疑虑,毕竟网上对它的定位与用词不知凡几:有的文章说它是一家数据管理软件公司,也有将其定位成云计算公司,还有称之为新型数据基础架构SaaS企业,更有直接叫它大数据公司的。其实,我们完全不必纠结于这些称谓,因为从某些方面看,它们都是对的。 我还是尝试用我自己的理解深入浅出地为你们剖析这家公司的主营业务。简单来说,Confluent公司的所有产品都是基于一款名为Kafka的大数据消息队列。 提到大名鼎鼎的Kafka,互联网IT从业者想必对它并不陌生。它自2010年出道以来便凭借众多优势独霸互联网消息队列服务这一领域。好吧,我承认这一领域优秀的开源产品太多了,独霸这个词也许有点夸张了,但称其为执牛耳者应该是恰如其分(完了,好像比独霸还嚣张:)在互联网+时代,","images":[{"img":"https://static.tigerbbs.com/158a1e8c54cb5d68428bf7d1e315ffd9","width":"500","height":"333"},{"img":"https://static.tigerbbs.com/92cb2ba234b11606de1ae50db0403d11","width":"500","height":"281"},{"img":"https://static.tigerbbs.com/2814c935cded3ebf4e542264499d8d75","width":"679","height":"453"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":164,"commentSize":34,"repostSize":28,"link":"https://laohu8.com/post/127470203","isVote":1,"tweetType":1,"viewCount":178982,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473910588676310","authorId":"3473910588676310","name":"维克多123","avatar":"https://static.tigerbbs.com/1a0be78881a5953fc13169c6cb881089","crmLevel":2,"crmLevelSwitch":0,"idStr":"3473910588676310","authorIdStr":"3473910588676310"},"content":"是否会王者归来?时间证明","text":"是否会王者归来?时间证明","html":"是否会王者归来?时间证明"},{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"作者是我司社区研发主管,同时也是《Apache Kafka实战》的作者胡老师,对confluent有任何问题都可以评论区留言[胜利] $Confluent, Inc.(CFLT)$","text":"作者是我司社区研发主管,同时也是《Apache Kafka实战》的作者胡老师,对confluent有任何问题都可以评论区留言[胜利] $Confluent, Inc.(CFLT)$","html":"作者是我司社区研发主管,同时也是《Apache Kafka实战》的作者胡老师,对confluent有任何问题都可以评论区留言[胜利] $Confluent, Inc.(CFLT)$"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":220410769723496,"gmtCreate":1694832479565,"gmtModify":1694835634359,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549786635781823","authorIdStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SVXY\">$0.5倍做空波动率指数短期期货ETF(SVXY)$ </a> 虽然是模拟盘,但svxy确实是一个值得长期持有的标的。我的实盘持仓也买了这个[得意] ","listText":"<a href=\"https://laohu8.com/S/SVXY\">$0.5倍做空波动率指数短期期货ETF(SVXY)$ </a> 虽然是模拟盘,但svxy确实是一个值得长期持有的标的。我的实盘持仓也买了这个[得意] ","text":"$0.5倍做空波动率指数短期期货ETF(SVXY)$ 虽然是模拟盘,但svxy确实是一个值得长期持有的标的。我的实盘持仓也买了这个[得意]","images":[{"img":"https://static.tigerbbs.com/1e59a4153f4e58f78519a7bb77f56be4","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220410769723496","isVote":1,"tweetType":1,"viewCount":5081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":941593711,"gmtCreate":1594949631233,"gmtModify":1704207520214,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549786635781823","authorIdStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>富途的股价是多少","listText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>富途的股价是多少","text":"$富途控股(FUTU)$富途的股价是多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941593711","isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":208829437694176,"gmtCreate":1692007263216,"gmtModify":1692007272206,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549786635781823","authorIdStr":"3549786635781823"},"themes":[],"title":"交易波动率 = 交易人性","htmlText":"东野圭吾说过:世界上有两样东西不可直视,一是太阳,二是人心。我越来越发现,交易波动率就是在交易人性,交易人心。你对它建模得越好,你的胜算越高,无它~ <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","listText":"东野圭吾说过:世界上有两样东西不可直视,一是太阳,二是人心。我越来越发现,交易波动率就是在交易人性,交易人心。你对它建模得越好,你的胜算越高,无它~ <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a><a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ </a>","text":"东野圭吾说过:世界上有两样东西不可直视,一是太阳,二是人心。我越来越发现,交易波动率就是在交易人性,交易人心。你对它建模得越好,你的胜算越高,无它~ $标普500(.SPX)$ $纳斯达克100指数(NDX)$ ","images":[{"img":"https://static.tigerbbs.com/63a49ea8fb6c31d41feb63d0ab616af2","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/208829437694176","isVote":1,"tweetType":1,"viewCount":4270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":181571470,"gmtCreate":1623404163690,"gmtModify":1623404163690,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549786635781823","authorIdStr":"3549786635781823"},"themes":[],"htmlText":"哈哈哈哈哈哈哈","listText":"哈哈哈哈哈哈哈","text":"哈哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/181571470","isVote":1,"tweetType":1,"viewCount":3304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336779687,"gmtCreate":1610175472149,"gmtModify":1703743197710,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549786635781823","authorIdStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FCEL\">$燃料电池能源(FCEL)$</a>后悔去年卖飞了一次[流泪] ","listText":"<a href=\"https://laohu8.com/S/FCEL\">$燃料电池能源(FCEL)$</a>后悔去年卖飞了一次[流泪] ","text":"$燃料电池能源(FCEL)$后悔去年卖飞了一次[流泪]","images":[{"img":"https://static.tigerbbs.com/b0eebe46210a820b9cce77196552bbf6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336779687","isVote":1,"tweetType":1,"viewCount":2970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":309539014,"gmtCreate":1602725256538,"gmtModify":1703827628815,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549786635781823","authorIdStr":"3549786635781823"},"themes":[],"htmlText":"生于忧患,死于安乐","listText":"生于忧患,死于安乐","text":"生于忧患,死于安乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309539014","isVote":1,"tweetType":1,"viewCount":2645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955787553,"gmtCreate":1592555735572,"gmtModify":1704199715383,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549786635781823","authorIdStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>我的第一帖","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>我的第一帖","text":"$腾讯控股(00700)$我的第一帖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/955787553","isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686651960,"gmtCreate":1658307099654,"gmtModify":1704869563416,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549786635781823","authorIdStr":"3549786635781823"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>果粉们怎么看财报?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>果粉们怎么看财报?","text":"$苹果(AAPL)$果粉们怎么看财报?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/686651960","isVote":1,"tweetType":1,"viewCount":6502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686616226,"gmtCreate":1658292231566,"gmtModify":1704869498462,"author":{"id":"3549786635781823","authorId":"3549786635781823","name":"波动率小学生","avatar":"https://static.tigerbbs.com/a461d85e726f426da6c385aa5f70168e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549786635781823","authorIdStr":"3549786635781823"},"themes":[],"htmlText":"spread 策略怎么样","listText":"spread 策略怎么样","text":"spread 策略怎么样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/686616226","isVote":1,"tweetType":1,"viewCount":5121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}