超越666888的个人主页 - 老虎社区

超越666888

超越666888

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IP属地：山西

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0勋章

09:17

1

@中环杰哥投资探秘:实盘+美港股解读 – 美股这波调整的性质，港股随大势而振荡11/7

11-03

1

11-03

1

11-01

1

10-31

1

10-30

1

10-30

1

10-30

1

10-28

1

@kitefly9527:$Lithium Americas Corp.(LAC)$ 去查看订单详情。@小虎看单

10-28

1

10-25

1

@远方怪咖:$Tilray Inc.(TLRY)$ 去查看订单详情。

10-25

1

@期权小班长:继续拉锯战

10-23

1

@王炸女神:$IONQ 20260618 100.0 CALL$ 去查看订单详情。

10-23

1

10-23

1

10-22

1

10-21

1

@芳芳Fancy:$Defiance Daily Target 2X Long MSTR ETF(MSTX)$ 去查看订单详情。

10-21

1

@龙龟投资:港股打新：三一重工申购分析

10-20

1

@JWZhao:$二倍做多黄金ETF(ProShares)(UGL)$ 来看看我最新分享的订单！

10-20

1

去老虎APP查看更多动态

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来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487027743035528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487114994910080,"gmtCreate":1759953640939,"gmtModify":1759953642669,"author":{"id":"4120115595748460","authorId":"4120115595748460","name":"超越666888","avatar":"https://static.tigerbbs.com/c7091f180a159a1aca5e96e89241744c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120115595748460","authorIdStr":"4120115595748460"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487114994910080","repostId":"486972987130368","repostType":1,"repost":{"id":486972987130368,"gmtCreate":1759918913115,"gmtModify":1759921571809,"author":{"id":"59453294767938","authorId":"59453294767938","name":"中环杰哥投资探秘","avatar":"https://static.tigerbbs.com/192ec09eb67cf117d72bd26dff68eccd","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"59453294767938","authorIdStr":"59453294767938"},"themes":[],"title":"实盘+美港股解读 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 申购策略","htmlText":"昨天港股没开盘，今天 <a href=\"https://laohu8.com/S/02652\">$长风药业(02652)$</a> 上市，表现还算可以，不过与暗盘相比，就逊色不少，所幸二狗哥暗盘捞的就在暗盘卖了，要是留到今天可能就要吃鳖了。。。 暗盘操作讲究快进快出，做做差价就好，即使暗盘没有合适位置，上市首日也是要跑的，后面涨跌都不再关注。。。 一、基本信息 <a href=\"https://laohu8.com/S/02670\">$云迹(02670)$</a> ，是国内领先的机器人服务AI赋能技术企业。公司主要提供机器人及功能套件，辅以AI数字化系统的服务。 从能够与物理世界互动的机器人，到能够简化决策的智能软件平台，云迹科技借助智能体，提供适应性强、可扩展、以消费者为中心且面向未来的产品及服务，是机器人服务智能体研发及商业化的先行者。 其实说白了，云迹科技的主要产品就是酒店送餐机器人。。。 目前，已落地全球30000多家酒店、医院、工厂、公寓、楼宇等场景，涵盖中东、美洲、韩国、日本、泰国等国家和地区。2024年全年，机器人智能体完成了超过5亿次服务，行走了2033万公里。 2023 年，云迹科技首创具身智能机器人新形态——复合多态机器人「UP」，作为会使用工具、会理解分配任务、可群体协作的复合型机器人，凭借在“机器人+5G技术”的应用，入选工信部首批“综合性 5G 应用解决方案供应商”。 二、招股信息 公司名称及代码：云迹科技（02670.HK） 招股价：95.60KD 入场费：4828.21HKD（1手50股） 招股日期：10月08至10月13日，下周一截止 公布中签：10月15日 上市：10月16日 发售股份：690万股，占总股本10.04% 分配机制：机制A 市值：65.69亿HKD 绿鞋：有 基石：无 保荐人：中信和建银国际 三、基本面情况 公司在2022年、","listText":"昨天港股没开盘，今天 <a href=\"https://laohu8.com/S/02652\">$长风药业(02652)$</a> 上市，表现还算可以，不过与暗盘相比，就逊色不少，所幸二狗哥暗盘捞的就在暗盘卖了，要是留到今天可能就要吃鳖了。。。 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其实说白了，云迹科技的主要产品就是酒店送餐机器人。。。 目前，已落地全球30000多家酒店、医院、工厂、公寓、楼宇等场景，涵盖中东、美洲、韩国、日本、泰国等国家和地区。2024年全年，机器人智能体完成了超过5亿次服务，行走了2033万公里。 2023 年，云迹科技首创具身智能机器人新形态——复合多态机器人「UP」，作为会使用工具、会理解分配任务、可群体协作的复合型机器人，凭借在“机器人+5G技术”的应用，入选工信部首批“综合性 5G 应用解决方案供应商”。 二、招股信息 公司名称及代码：云迹科技（02670.HK） 招股价：95.60KD 入场费：4828.21HKD（1手50股） 招股日期：10月08至10月13日，下周一截止 公布中签：10月15日 上市：10月16日 发售股份：690万股，占总股本10.04% 分配机制：机制A 市值：65.69亿HKD 绿鞋：有 基石：无 保荐人：中信和建银国际 三、基本面情况 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195美元。当前IV约为40%。高IV意味着市场预期股价在未来4天内会有较大波动。10月17日：预期区间 174 - 200美元。IV稍降至约38%，时间更长，因此波动范围也更宽。10月17日看涨期权持仓量巨大，表明市场看好其后续潜力，可能向上测试200美元关口。期权策略参考：卖出看跌期权 $NVDA 20251010 170.0 PUT$ ，未平仓量86312手（高流动性），Probability of Profit（ITM概率）6.88%，胜率≈93.12%卖出看跌期权 $NVDA 20251017 170.0 PUT$ ，未平仓量82176手（高流动性），Probability of 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<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 出的最新的财报。 首先是整体的财务表现。 阿里巴巴二季度营收2476.5亿元，同比增长2%。实际上，不及预期2531.7亿元，差了60亿元。如果剔除已处置业务（高鑫零售、银泰）影响， 同口径增长10%。 净利润为423.82亿元人民币，同比增长76%，超市场预期。主要因股权投资市值变动及处置Trendyol收益。 非公认会计准则净利润，335.1亿元，同比-18%，去年同期为406.91亿元。这个指标剔除了股权投资收益、资产处置收益等一次性或未实现的损益，更能反映公司主营业务的真实盈利能力和运营效率。其下降主要是因为外卖大战烧钱以及AI业务的大额投资。 再分业务来看下： 1. 中国电商集团收入达1400.72亿元，同比增长10%。 其中大家最关心的淘宝闪购（4月底推出）是本季度的亮点，带动淘宝APP在8月前三周的月活跃消费者同比增长了25%。88VIP会员数量超过5300万，继续保持双位数增长，显示出对高价值用户群体的强大吸引力，这是阿里的最忠实的客户也是阿里的基本盘。 2. 云智能集团收入333.98亿元，同比增长26%，创下三年新高，其中AI&nbsp;相关产品收入已连续&nbsp;8&nbsp;个季度实现三位数同比增长。 本季度阿里在AI+云领域的资本性支出（Capex）高达386亿元，这是自由现金流暂时承压的主要原因，也体现了公司对未来战略的决心。上个财报后阿里股价大跌，很大一部分原因就是阿里在云业务烧钱不及预期了。 3. 国际数字商业集团（AIDC）收入347.41亿元 ，同比增长19%。亏损5900万元，同比收窄98%，接近盈亏平衡。 主要因为速卖通Choice业务物流优化和运营效率提升。管理层之前说过预计国际业务将在2026财年实现","listText":"今天跟兄弟们聊一下阿里 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 出的最新的财报。 首先是整体的财务表现。 阿里巴巴二季度营收2476.5亿元，同比增长2%。实际上，不及预期2531.7亿元，差了60亿元。如果剔除已处置业务（高鑫零售、银泰）影响， 同口径增长10%。 净利润为423.82亿元人民币，同比增长76%，超市场预期。主要因股权投资市值变动及处置Trendyol收益。 非公认会计准则净利润，335.1亿元，同比-18%，去年同期为406.91亿元。这个指标剔除了股权投资收益、资产处置收益等一次性或未实现的损益，更能反映公司主营业务的真实盈利能力和运营效率。其下降主要是因为外卖大战烧钱以及AI业务的大额投资。 再分业务来看下： 1. 中国电商集团收入达1400.72亿元，同比增长10%。 其中大家最关心的淘宝闪购（4月底推出）是本季度的亮点，带动淘宝APP在8月前三周的月活跃消费者同比增长了25%。88VIP会员数量超过5300万，继续保持双位数增长，显示出对高价值用户群体的强大吸引力，这是阿里的最忠实的客户也是阿里的基本盘。 2. 云智能集团收入333.98亿元，同比增长26%，创下三年新高，其中AI&nbsp;相关产品收入已连续&nbsp;8&nbsp;个季度实现三位数同比增长。 本季度阿里在AI+云领域的资本性支出（Capex）高达386亿元，这是自由现金流暂时承压的主要原因，也体现了公司对未来战略的决心。上个财报后阿里股价大跌，很大一部分原因就是阿里在云业务烧钱不及预期了。 3. 国际数字商业集团（AIDC）收入347.41亿元 ，同比增长19%。亏损5900万元，同比收窄98%，接近盈亏平衡。 主要因为速卖通Choice业务物流优化和运营效率提升。管理层之前说过预计国际业务将在2026财年实现","text":"今天跟兄弟们聊一下阿里 $阿里巴巴(BABA)$ 出的最新的财报。 首先是整体的财务表现。 阿里巴巴二季度营收2476.5亿元，同比增长2%。实际上，不及预期2531.7亿元，差了60亿元。如果剔除已处置业务（高鑫零售、银泰）影响， 同口径增长10%。 净利润为423.82亿元人民币，同比增长76%，超市场预期。主要因股权投资市值变动及处置Trendyol收益。 非公认会计准则净利润，335.1亿元，同比-18%，去年同期为406.91亿元。这个指标剔除了股权投资收益、资产处置收益等一次性或未实现的损益，更能反映公司主营业务的真实盈利能力和运营效率。其下降主要是因为外卖大战烧钱以及AI业务的大额投资。 再分业务来看下： 1. 中国电商集团收入达1400.72亿元，同比增长10%。 其中大家最关心的淘宝闪购（4月底推出）是本季度的亮点，带动淘宝APP在8月前三周的月活跃消费者同比增长了25%。88VIP会员数量超过5300万，继续保持双位数增长，显示出对高价值用户群体的强大吸引力，这是阿里的最忠实的客户也是阿里的基本盘。 2. 云智能集团收入333.98亿元，同比增长26%，创下三年新高，其中AI 相关产品收入已连续 8 个季度实现三位数同比增长。 本季度阿里在AI+云领域的资本性支出（Capex）高达386亿元，这是自由现金流暂时承压的主要原因，也体现了公司对未来战略的决心。上个财报后阿里股价大跌，很大一部分原因就是阿里在云业务烧钱不及预期了。 3. 国际数字商业集团（AIDC）收入347.41亿元 ，同比增长19%。亏损5900万元，同比收窄98%，接近盈亏平衡。 主要因为速卖通Choice业务物流优化和运营效率提升。管理层之前说过预计国际业务将在2026财年实现","images":[{"img":"https://static.tigerbbs.com/253217f8a3cdc6a447ead0f6a0d77d30","width":"1080","height":"1633"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472896482074920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472224288772376,"gmtCreate":1756320887584,"gmtModify":1756320888734,"author":{"id":"4120115595748460","authorId":"4120115595748460","name":"超越666888","avatar":"https://static.tigerbbs.com/c7091f180a159a1aca5e96e89241744c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120115595748460","authorIdStr":"4120115595748460"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472224288772376","repostId":"472222964429064","repostType":1,"repost":{"id":472222964429064,"gmtCreate":1756320515818,"gmtModify":1756580530139,"author":{"id":"3464082344881626","authorId":"3464082344881626","name":"Margin 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Investment Tracker position change: Increased position in Taiwan Semiconductor Manufacturing by 7,695 shares, the number of shares held increased 2.33% compared to the previous period and now represents 1.09% of the total position.","listText":"ARKK Investment Tracker position change: Increased position in Taiwan Semiconductor Manufacturing by 7,695 shares, the number of shares held increased 2.33% compared to the previous period and now represents 1.09% of the total position.","text":"ARKK Investment Tracker position change: Increased position in Taiwan Semiconductor Manufacturing by 7,695 shares, the number of shares held increased 2.33% compared to the previous period and now represents 1.09% of the total 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Investment Tracker position change: Decreased position in Guardant Health Inc. by 914 shares, the number of shares held decreased 46.66% compared to the previous period and now represents 0.00089% of the total position.","listText":"ARKK Investment Tracker position change: Decreased position in Guardant Health Inc. by 914 shares, the number of shares held decreased 46.66% compared to the previous period and now represents 0.00089% of the total position.","text":"ARKK Investment Tracker position change: Decreased position in Guardant Health Inc. by 914 shares, the number of shares held decreased 46.66% compared to the previous period and now represents 0.00089% of the total 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