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坐火箭指哪打哪
薇恩
IP属地:浙江
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坐火箭指哪打哪
2024-04-25
1
抱歉,原内容已删除
坐火箭指哪打哪
2024-03-14
1
抱歉,原内容已删除
坐火箭指哪打哪
2023-06-16
$特斯拉(TSLA)$
开盘10亿大单?
坐火箭指哪打哪
2022-08-09
1
抱歉,原内容已删除
坐火箭指哪打哪
2022-06-13
1
@交易员Owen:通胀几近失控+美债收益率破3,美股下方的空间还有很大?
坐火箭指哪打哪
2022-06-03
1
@言财美股研究社:英伟达新季度业绩分析:数据中心芯片同比83%,持续提速
坐火箭指哪打哪
2022-05-05
1
@GuruFocus:巴菲特夸赞的车险对手:Progressive
坐火箭指哪打哪
2022-02-02
1
@许亚鑫:多空并无对错,只有强弱!
坐火箭指哪打哪
2021-11-26
1
抱歉,原内容已删除
坐火箭指哪打哪
2021-11-17
终于等到你更新
抱歉,原内容已删除
坐火箭指哪打哪
2021-11-11
Is this from bezinga pro? Anyone know?
抱歉,原内容已删除
坐火箭指哪打哪
2021-11-10
$标普500ETF(SPY)$
请问这是来自哪个软件 bezinga pro吗?还是说是老虎自己写的?急!想订阅阅读
坐火箭指哪打哪
2021-11-10
$杰富瑞(JEF)$
搞泡沫的是这家公司吗
$英伟达(NVDA)$
$特斯拉(TSLA)$
坐火箭指哪打哪
2021-11-09
$英伟达(NVDA)$
加油NVDA 带大盘突破出去
坐火箭指哪打哪
2021-11-09
$耐克(NKE)$
今天为什么跌
坐火箭指哪打哪
2021-11-06
周一满仓 tqqq call?老巫婆唱多,苹果car旧消息又来,周一amd苏妈,周二nvda大会?
坐火箭指哪打哪
2021-11-05
说这么多还不如直接qqq
抱歉,原内容已删除
坐火箭指哪打哪
2021-11-04
做市商?
抱歉,原内容已删除
坐火箭指哪打哪
2021-10-22
$Digital World Acquisition Corp(DWAC)$
请问dwac和dwacu什么区别
坐火箭指哪打哪
2021-10-07
1
抱歉,原内容已删除
去老虎APP查看更多动态
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数据中心和游戏的季度收入创纪录从NON-gaap来看,本季度英伟达的收入与净利润增长依然保持了非常高的增速。▷ 分部收入情况:数据中心收入超过游戏收入升至总收入占比第一,数据中心近几个季度英伟达的数据中心芯片收入增长一直在提速,总体比较超预期,分部收入如下图所示。○ 数据中心:同比大增83%,增长还在加速,超过游戏占比第一·第一季度收入达到创纪录的 37.5 亿美元,比去年同期增长 83%,比上一季度增长 15%。·宣布推出NVIDIA Hopper™ GPU 架构,与前代产品相比,性能提升了一个数量级;NVIDIA ® H100 Tensor Core GPU,第一个基于 Hopper 的 GPU,具有 800 亿个晶体管;以及NVIDIA DGX™ H100系统,这是该专用 AI 基础架构的第四代。·宣布基于Arm ®的NVIDIA Grace™ CPU 超级芯片,其中两个 CPU 芯片通过NVLink ® -C2C连贯连接,这是一种新的高速、低延迟芯片到芯片互连。·宣布台湾领先的计算机制造商将发布由 NVIDIA 的 Grace Hopper 和 Grace CPU Superchips 提供支持的第一波系统,预计将于 2023 年上半年推出。·推出全球首个 400Gbps 端到端网络平台NVIDIA Spectrum™-4 ,可实现大规模数据中心基础设施所需的极致性能和强大的安全性。·宣布对 NVIDIA AI 进行重大更新——其中包括用于推进语音、推荐","text":"前文:01 从英伟达/AMD到迈威尔科技,数据中心芯片成业绩胜负手?英伟达新季度业绩分析:数据中心芯片同比83%,持续提速· 创纪录的季度收入 82.9 亿美元,同比增长 46%· 数据中心和游戏的季度收入创纪录从NON-gaap来看,本季度英伟达的收入与净利润增长依然保持了非常高的增速。▷ 分部收入情况:数据中心收入超过游戏收入升至总收入占比第一,数据中心近几个季度英伟达的数据中心芯片收入增长一直在提速,总体比较超预期,分部收入如下图所示。○ 数据中心:同比大增83%,增长还在加速,超过游戏占比第一·第一季度收入达到创纪录的 37.5 亿美元,比去年同期增长 83%,比上一季度增长 15%。·宣布推出NVIDIA Hopper™ GPU 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而巴菲特最爱的车险公司GEICO,在北美面对着越来越强劲的竞争对手Progressive。巴菲特也公开承认过:“Progressive是经营卓越的企业,而GEICO是经营良好的企业。”他甚至表示,五到十年内,Progressive和GEICO其中有一家会坐上车险行业市占率的头把交椅;其对这个竞争对手的重视程度可见一斑。 晨星公司的数据显示,Progressive的经营情况好于GEICO,其市场份额也在大踏步追赶,已与GEICO十分接近。 GEICO在2017-21的五年间,年化已赚保费(保险公司为过去的时间段提供保险而赚取的保费的一部分)增长率为8.2%,2020年受疫情影响,已赚保费下降了1.3%,然而,GEICO的赔付率却一直呈上升趋势,从2012年的75.9%上升到2017年的86.6%,过去5年,GEICO平均赔付率为80.6%;过去10年的平均赔付率为79.8%。高赔付率带高了GEICO的综合比率(combinedratio,保险业用于计算利润率),在2017-21年度为95.6%,在2012-21年度平均为95.7%。 而Progressive过去5年的年化已赚保费增长率为14.6%,综合比率为92.4%;过去10年的这一比率为12.4%,综合比率为93.5%。 图源:价值大师中文站 市场份额方面,GEICO公司的市场份额在2018-20年间停滞在13.5%左右,然后在2021年恢复到14.3%。而Progressive公司的市场份额在2019-21年期间则跃升了3%,达到和GEICO十分接近的13.7%。 既然Ge","listText":"巴老对保险业的钟爱众所周知。GEICO是巴菲特受格雷厄姆影响,在青年时期重仓投资的第一家保险公司;后来他更是把GEICO整家纳入麾下。而在股东信中,巴菲特更是盛赞伯克希尔旗下的保险及再保险业务。保险带来的低成本浮存金是伯克希尔投资、收购企业的基石。 而巴菲特最爱的车险公司GEICO,在北美面对着越来越强劲的竞争对手Progressive。巴菲特也公开承认过:“Progressive是经营卓越的企业,而GEICO是经营良好的企业。”他甚至表示,五到十年内,Progressive和GEICO其中有一家会坐上车险行业市占率的头把交椅;其对这个竞争对手的重视程度可见一斑。 晨星公司的数据显示,Progressive的经营情况好于GEICO,其市场份额也在大踏步追赶,已与GEICO十分接近。 GEICO在2017-21的五年间,年化已赚保费(保险公司为过去的时间段提供保险而赚取的保费的一部分)增长率为8.2%,2020年受疫情影响,已赚保费下降了1.3%,然而,GEICO的赔付率却一直呈上升趋势,从2012年的75.9%上升到2017年的86.6%,过去5年,GEICO平均赔付率为80.6%;过去10年的平均赔付率为79.8%。高赔付率带高了GEICO的综合比率(combinedratio,保险业用于计算利润率),在2017-21年度为95.6%,在2012-21年度平均为95.7%。 而Progressive过去5年的年化已赚保费增长率为14.6%,综合比率为92.4%;过去10年的这一比率为12.4%,综合比率为93.5%。 图源:价值大师中文站 市场份额方面,GEICO公司的市场份额在2018-20年间停滞在13.5%左右,然后在2021年恢复到14.3%。而Progressive公司的市场份额在2019-21年期间则跃升了3%,达到和GEICO十分接近的13.7%。 既然Ge","text":"巴老对保险业的钟爱众所周知。GEICO是巴菲特受格雷厄姆影响,在青年时期重仓投资的第一家保险公司;后来他更是把GEICO整家纳入麾下。而在股东信中,巴菲特更是盛赞伯克希尔旗下的保险及再保险业务。保险带来的低成本浮存金是伯克希尔投资、收购企业的基石。 而巴菲特最爱的车险公司GEICO,在北美面对着越来越强劲的竞争对手Progressive。巴菲特也公开承认过:“Progressive是经营卓越的企业,而GEICO是经营良好的企业。”他甚至表示,五到十年内,Progressive和GEICO其中有一家会坐上车险行业市占率的头把交椅;其对这个竞争对手的重视程度可见一斑。 晨星公司的数据显示,Progressive的经营情况好于GEICO,其市场份额也在大踏步追赶,已与GEICO十分接近。 GEICO在2017-21的五年间,年化已赚保费(保险公司为过去的时间段提供保险而赚取的保费的一部分)增长率为8.2%,2020年受疫情影响,已赚保费下降了1.3%,然而,GEICO的赔付率却一直呈上升趋势,从2012年的75.9%上升到2017年的86.6%,过去5年,GEICO平均赔付率为80.6%;过去10年的平均赔付率为79.8%。高赔付率带高了GEICO的综合比率(combinedratio,保险业用于计算利润率),在2017-21年度为95.6%,在2012-21年度平均为95.7%。 而Progressive过去5年的年化已赚保费增长率为14.6%,综合比率为92.4%;过去10年的这一比率为12.4%,综合比率为93.5%。 图源:价值大师中文站 市场份额方面,GEICO公司的市场份额在2018-20年间停滞在13.5%左右,然后在2021年恢复到14.3%。而Progressive公司的市场份额在2019-21年期间则跃升了3%,达到和GEICO十分接近的13.7%。 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