nini2020的个人主页 - 老虎社区

nini2020

nini2020

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IP属地：海外

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6主题

0勋章

2021-10-14

DT 非常值得关注

@美股研习社:Dynatrace，稳稳进军千亿美元市场

2021-09-07

不错👍🏻

抱歉，原内容已删除

2021-09-02

何止年轻人简直就是全民炒股

抱歉，原内容已删除

2021-08-19

好的

抱歉，原内容已删除

2021-08-19

又要开始看跌了

抱歉，原内容已删除

2021-08-13

哦知道了

抱歉，原内容已删除

2021-07-07

放长远一点

抱歉，原内容已删除

2021-07-07

这是炒作吧

抱歉，原内容已删除

2021-06-23

跟着大佬学操作，瞬间打开思路

@小虎老师:想抄底别直接买，教你一个巴菲特最爱的抄底方式

2021-06-09

比特币应该还没有跌完，加仓需谨慎

抱歉，原内容已删除

2021-06-09

666

抱歉，原内容已删除

2021-06-03

风水轮流转

抱歉，原内容已删除

2021-06-01

厉害厉害

抱歉，原内容已删除

2021-05-31

美团是一直常握的股票

@走马财经:美团发布了一份非常吓人的财报

2021-04-14

又要打新啦

@胖虎哒哒:300亿美元的软件广告引擎公司AppLovin是如何炼成的？

2021-04-04

厉害👍🏻

抱歉，原内容已删除

2021-03-31

新的上市是否能带来惊喜

@胖虎哒哒:特斯拉大股东出手，在线教育巨头Coursera今晚能否给IPO市场冲喜？

2021-03-29

值得参考

@小虎周报:美股周策略：再来2万亿？大波美国基建股投资清单出炉！

2021-03-27

蔚来应该还会再跌跌，等待抄底

抱歉，原内容已删除

2021-03-25

到底该前进还是该后退，大盘不稳还是保护好资金重要

@拉法去热爱:周三Moc大资金买入排行榜，nio,ccl,vips,tme,tal上榜

去老虎APP查看更多动态

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招股信息 股票代码：<a target=\"_blank\" href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$</a>&nbsp; 上市时间：4月15日 发行规模：公司出售2250万股A类股，股东出售250万股A类股 发行价格：75-85美元 估值：300亿美元 募资规模：21.3亿亿美元 募资用途：用于一般公司用途，包括营运资金，运营支出和资本支出。 主承销商：摩根士丹利、摩根大通、KKR、美国银行、花旗 机构持仓:KKR准备卖出250万股A类股，IPO后，KKR将持有72.4%的B类股；东方弘泰持有12.2%的A类股,此外还有其他4家机构持股超5%。 公司背景：一路买买买，还差点就成了中概股 APPlovin成立于2011年，但是公司前三年发展都很低调，老板的股东信也说了，公司发展的前期很艰难，花了很多时间摸索业务模式，早期也没有风投愿意出钱。 公司从拿下了Spotify这样的大客户开始形势好转，2014年从天使投资人，Streamlined&nbsp;Ventures和Webb&nbsp;Investment&nbsp;Network那里筹集了400万美元的融资。同年，公司收购德国移动广告网络Moboqo，从此开启买买买之路，公司截至目前已经进行了15笔收购。 2016年9月26日，有报道称AppLovin已同意被中国私人股本公司东方弘泰以14.2亿美元的价格收购；公司哪里想到懂王上任后，这个中方收购案被美国外国投资委员会喊停，最后改成公司接受东方弘泰8.41亿美元债务投资。 2018年","listText":"本周上市公司不多，但是都各有特色，先来说说APPLoving，这是一家软件广告引擎公司，说来有点好笑，这家公司的招股书，我翻来覆去翻到第三遍才觉得自己对这家公司的业务和发展方向有点理解，下面根据我对公司的理解聊聊招股书 招股信息 股票代码：<a target=\"_blank\" href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$</a>&nbsp; 上市时间：4月15日 发行规模：公司出售2250万股A类股，股东出售250万股A类股 发行价格：75-85美元 估值：300亿美元 募资规模：21.3亿亿美元 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公司从拿下了Spotify这样的大客户开始形势好转，2014年从天使投资人，Streamlined Ventures和Webb Investment Network那里筹集了400万美元的融资。同年，公司收购德国移动广告网络Moboqo，从此开启买买买之路，公司截至目前已经进行了15笔收购。 2016年9月26日，有报道称AppLovin已同意被中国私人股本公司东方弘泰以14.2亿美元的价格收购；公司哪里想到懂王上任后，这个中方收购案被美国外国投资委员会喊停，最后改成公司接受东方弘泰8.41亿美元债务投资。 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是否能带来惊喜","listText":"新的上市 是否能带来惊喜","text":"新的上市 是否能带来惊喜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354431107","repostId":"354202629","repostType":1,"repost":{"id":354202629,"gmtCreate":1617174489361,"gmtModify":1617186158026,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510558082622800","authorIdStr":"3510558082622800"},"themes":[],"title":"特斯拉大股东出手，在线教育巨头Coursera今晚能否给IPO市场冲喜？","htmlText":"本周没有特别大型IPO，不过今天晚上上市的Coursera名气还是很大的，我最早是大学时候逛知乎知道的吴恩达，算是当年的知乎隐形网红？在线教育作为疫情受益行业，在过去一年中快速发展，现在大神的公司已经准备上市了，下面聊聊Coursera的招股书： 招股信息 股票代码：<a target=\"_blank\" href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a>&nbsp; 上市时间：3月31日 发行规模：1500万股 发行价格：33美元 估值：43亿美元 募资规模：5.2亿美元 募资用途：用于一般公司用途，包括营运资金，销售和营销活动，研究与开发，一般和行政事务以及资本支出 主承销商：摩根士丹利、高盛、花旗、瑞银 机构持仓:有四个机构持仓超过5%，其次IPO前，吴恩达持股7.8%；然后大名鼎鼎的特斯拉大股东Baillie Gifford Overseas Ltd.代表其许多客户以及与Capital Research Global Investors关联的一个或多个基金表示有意（单独但并非共同）购买总计不超过1.25亿美元的股份以IPO价格发行的普通股。 持股超5%股东 出售股东 业务： Coursera成立于2012年，是全球最大成人在线教育平台，目标是将世界一流的教育工作者的学习成果带给全世界的学习者和机构。除了直接在Coursera.org上向个人提供内容和证书之外，Coursera还直接向包括雇主，学院和大学以及政府在内的机构出售产品。 2015年，Coursera宣布在平台上举办第一个学位课程，与大学合作，向全球学习者提供全面的在线学士和硕士学位。2016年，公司通过Coursera为企业提供服务，帮助企业提升员工的技能和技能。随后，公司推出了面向政府的Coursera，旨在帮助政府提高公务员和公民的技能","listText":"本周没有特别大型IPO，不过今天晚上上市的Coursera名气还是很大的，我最早是大学时候逛知乎知道的吴恩达，算是当年的知乎隐形网红？在线教育作为疫情受益行业，在过去一年中快速发展，现在大神的公司已经准备上市了，下面聊聊Coursera的招股书： 招股信息 股票代码：<a target=\"_blank\" href=\"https://laohu8.com/S/COUR\">$Coursera, Inc.(COUR)$</a>&nbsp; 上市时间：3月31日 发行规模：1500万股 发行价格：33美元 估值：43亿美元 募资规模：5.2亿美元 募资用途：用于一般公司用途，包括营运资金，销售和营销活动，研究与开发，一般和行政事务以及资本支出 主承销商：摩根士丹利、高盛、花旗、瑞银 机构持仓:有四个机构持仓超过5%，其次IPO前，吴恩达持股7.8%；然后大名鼎鼎的特斯拉大股东Baillie Gifford Overseas Ltd.代表其许多客户以及与Capital Research Global Investors关联的一个或多个基金表示有意（单独但并非共同）购买总计不超过1.25亿美元的股份以IPO价格发行的普通股。 持股超5%股东 出售股东 业务： Coursera成立于2012年，是全球最大成人在线教育平台，目标是将世界一流的教育工作者的学习成果带给全世界的学习者和机构。除了直接在Coursera.org上向个人提供内容和证书之外，Coursera还直接向包括雇主，学院和大学以及政府在内的机构出售产品。 2015年，Coursera宣布在平台上举办第一个学位课程，与大学合作，向全球学习者提供全面的在线学士和硕士学位。2016年，公司通过Coursera为企业提供服务，帮助企业提升员工的技能和技能。随后，公司推出了面向政府的Coursera，旨在帮助政府提高公务员和公民的技能","text":"本周没有特别大型IPO，不过今天晚上上市的Coursera名气还是很大的，我最早是大学时候逛知乎知道的吴恩达，算是当年的知乎隐形网红？在线教育作为疫情受益行业，在过去一年中快速发展，现在大神的公司已经准备上市了，下面聊聊Coursera的招股书： 招股信息 股票代码：$Coursera, Inc.(COUR)$ 上市时间：3月31日 发行规模：1500万股 发行价格：33美元 估值：43亿美元 募资规模：5.2亿美元 募资用途：用于一般公司用途，包括营运资金，销售和营销活动，研究与开发，一般和行政事务以及资本支出 主承销商：摩根士丹利、高盛、花旗、瑞银 机构持仓:有四个机构持仓超过5%，其次IPO前，吴恩达持股7.8%；然后大名鼎鼎的特斯拉大股东Baillie Gifford Overseas Ltd.代表其许多客户以及与Capital Research Global Investors关联的一个或多个基金表示有意（单独但并非共同）购买总计不超过1.25亿美元的股份以IPO价格发行的普通股。 持股超5%股东 出售股东 业务： Coursera成立于2012年，是全球最大成人在线教育平台，目标是将世界一流的教育工作者的学习成果带给全世界的学习者和机构。除了直接在Coursera.org上向个人提供内容和证书之外，Coursera还直接向包括雇主，学院和大学以及政府在内的机构出售产品。 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蔚来综合毛利率为8.4％，去年同期为负33.4％，上季度为负12.2％，实现毛利转正。净亏损为12.07亿元人民币，同比减亏63.6％，环比减亏29.9％，好于分析师预期的22.34亿元亏损。公司的现金等价物，限制现金和短期投资为112亿元人民币。 不过由于较为“保守”的Q3指引，导致股价不涨反跌。蔚来预计第3季度车辆交付量将达到11000和11500辆之间（此前2季度的指引在9500和10000辆之间）， 预计3季度总收入在40.47-42.12亿元之间（33.68亿元至35.34亿元之间）。 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 整个第三季度，蔚来的交付表现十分强劲，共计交付12206台汽车，同比增长154%，这是连续第二个季度破万，超出此前蔚来给予的3季度车辆交付量指引10000-11000台指引上限。无独有偶，不仅是蔚来，小鹏汽车与理","text":"继小鹏理想超预期的财报后，蔚来是否能给出逆天答卷，打爆空头？这篇文章想跟大家一起探讨一下蔚来本次财报的亮点，如有谬误，敬请谅解，欢迎讨论。$蔚来(NIO)$最近经常看到有虎友问蔚来财报到底是盘前还是盘后？我从官网特意查了一下，这回$蔚来(NIO)$将于11月17日盘后发布2020年第3季度财报，电话会计划于北京时间11月18日早上8点召开，希望能帮助到大家。 好了，回归正题，先来简单回顾一下Q2财报 蔚来在2季度交付了10331辆汽车，其中包括8,068辆ES6和2,263辆ES8.蔚来总收入为人民币37.189亿元，同比大增146.5％，环比大增171.1％，超过分析预期的34.93亿元。 蔚来综合毛利率为8.4％，去年同期为负33.4％，上季度为负12.2％，实现毛利转正。净亏损为12.07亿元人民币，同比减亏63.6％，环比减亏29.9％，好于分析师预期的22.34亿元亏损。公司的现金等价物，限制现金和短期投资为112亿元人民币。 不过由于较为“保守”的Q3指引，导致股价不涨反跌。蔚来预计第3季度车辆交付量将达到11000和11500辆之间（此前2季度的指引在9500和10000辆之间）， 预计3季度总收入在40.47-42.12亿元之间（33.68亿元至35.34亿元之间）。 关于蔚来Q3财报，有哪些看点呢 销售数据爆发式增长，Q4怎么样？ 整个第三季度，蔚来的交付表现十分强劲，共计交付12206台汽车，同比增长154%，这是连续第二个季度破万，超出此前蔚来给予的3季度车辆交付量指引10000-11000台指引上限。无独有偶，不仅是蔚来，小鹏汽车与理","images":[{"img":"https://static.tigerbbs.com/ad7face3a844bc0096c2d53426171c13","width":"1712","height":"900"},{"img":"https://static.tigerbbs.com/f38772fd5b59cba2122e7ea82448a8b1","width":"1090","height":"754"},{"img":"https://static.tigerbbs.com/f1fa5f9f4b9db53b2ea3fa97e805082c","width":"500","height":"333"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307556142","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1183,"gmtBegin":1605605734547,"gmtEnd":1605778522103,"type":1,"upper":1,"title":"你看好蔚来财报吗？","choices":[{"id":4444,"sort":1,"name":"看好","userSize":154,"voted":false},{"id":4445,"sort":2,"name":"不看好","userSize":26,"voted":false},{"id":4446,"sort":3,"name":"围观","userSize":15,"voted":false}]},"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304970240,"gmtCreate":1605130395680,"gmtModify":1703836352085,"author":{"id":"3564230904857544","authorId":"3564230904857544","name":"nini2020","avatar":"https://static.tigerbbs.com/9d564be7e608edbeed4715bc20dbdb67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564230904857544","authorIdStr":"3564230904857544"},"themes":[],"htmlText":"还是看好baba 每次下跌都是买入好时机","listText":"还是看好baba 每次下跌都是买入好时机","text":"还是看好baba 每次下跌都是买入好时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304970240","repostId":"1103848717","repostType":4,"isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303495089,"gmtCreate":1603210526241,"gmtModify":1703829121108,"author":{"id":"3564230904857544","authorId":"3564230904857544","name":"nini2020","avatar":"https://static.tigerbbs.com/9d564be7e608edbeed4715bc20dbdb67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564230904857544","authorIdStr":"3564230904857544"},"themes":[],"htmlText":"厉害👍🏻","listText":"厉害👍🏻","text":"厉害👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303495089","repostId":"1188822766","repostType":4,"isVote":1,"tweetType":1,"viewCount":1013,"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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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":825037626,"gmtCreate":1634177033127,"gmtModify":1634177033127,"author":{"id":"3564230904857544","authorId":"3564230904857544","name":"nini2020","avatar":"https://static.tigerbbs.com/9d564be7e608edbeed4715bc20dbdb67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564230904857544","authorIdStr":"3564230904857544"},"themes":[],"htmlText":"DT 非常值得关注","listText":"DT 非常值得关注","text":"DT 非常值得关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825037626","repostId":"823133400","repostType":1,"repost":{"id":823133400,"gmtCreate":1633596217311,"gmtModify":1735250634396,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"Dynatrace，稳稳进军千亿美元市场","htmlText":"摘要：高试错成本赛道稳步攀升 作者：口胡演讲家 Dynatrace<a target=\"_blank\" href=\"https://laohu8.com/S/DT\">$Dynatrace Holdings LLC(DT)$</a>成立于2005年，以APM服务起家，现在已经发展成一个包括应用性能监控、IT基础设施监控、用户体验监控、应用程序安全维护、智能运维等在内的全方位平台。Dynatrace长期占据APM行业市场份额第一的位置，服务于超过2600家企业用户。2019年8月在NYSE上市，当前市值为202.41亿美元。 前沿动态：Facebook与Amazon先后遭受网络安全危机，带来的全球经济损失刷新历史，这对网络安全基础设施和监控的优化提出了挑战；Brief-Dynatrace和ServiceNow合作伙伴为云AIOPS规模化提供新的服务图连接器；领导美国科研和教育行业200多年的机构，Wiley，最近正在使用Dynatrace平台加速数字创新。 股价表现分别领先大盘200%，行业指数160%。 行业空间 软件应用程序是各行业数字转换的核心。国际数据公司(IDC)的研究表明，到2022年，全球GDP的65%将实现数字化，2020年至2023年，IT支出将达到6.8万亿美元。2024年，将有5.2亿新的现代应用和服务推出，这一数字超过过去40年开发的应用总数。 各组织正将更多的预算集中在软件创新，而非运行和维护系统。根据IDC，到2023年，75%的全球2000 IT组织将采用自动化操作实践，投资建立新的平台，以自动化现代的云本地软件应用程序和基础设施的开发、部署和操作，并加快向动态多云环境的过渡。 当前行业渗透率不及10%，提升空间大。Gartner预计，2018年至2021年期间业务流程日益数字化，企业的APM使用量将翻两番，达到所有业务应用程序的20%。根据Gar","listText":"摘要：高试错成本赛道稳步攀升 作者：口胡演讲家 Dynatrace<a target=\"_blank\" href=\"https://laohu8.com/S/DT\">$Dynatrace Holdings LLC(DT)$</a>成立于2005年，以APM服务起家，现在已经发展成一个包括应用性能监控、IT基础设施监控、用户体验监控、应用程序安全维护、智能运维等在内的全方位平台。Dynatrace长期占据APM行业市场份额第一的位置，服务于超过2600家企业用户。2019年8月在NYSE上市，当前市值为202.41亿美元。 前沿动态：Facebook与Amazon先后遭受网络安全危机，带来的全球经济损失刷新历史，这对网络安全基础设施和监控的优化提出了挑战；Brief-Dynatrace和ServiceNow合作伙伴为云AIOPS规模化提供新的服务图连接器；领导美国科研和教育行业200多年的机构，Wiley，最近正在使用Dynatrace平台加速数字创新。 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