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o0缄默0o
08-04
$金嗓子(06896)$
金嗓子新推的益生菌含片有点意思,用了六种专利菌株,技术含量不低。大健康这条赛道选得不错,值得关注后续表现。
o0缄默0o
07-16
$云知声(09678)$
云知声技术全球领先+润建东盟市场资源,1+1>2效应显著。量价齐升,AI二波行情龙头非他莫属。
o0缄默0o
07-16
$极智嘉-W(02590)$
全球自主移动机器人市场预计以超33%的复合增长率增长至1,621亿元,潜力巨大。作为行业龙头,极智嘉营收2021 年到 2024 年复合年增长率达 45%,毛利大幅提升,且超 70% 的收入来自中国大陆以外市场,毛利率颇高,适合玩长线。
o0缄默0o
07-08
再观察观察
@趙錢孫李:极智嘉赴港IPO:AMR全球老大,高增长高毛利,盈利在望
o0缄默0o
07-08
$极智嘉-W(02590)$
人家七成收入在海外,欧洲日本客户一堆,沃尔玛丰田都离不开它,这类长线资金根本不在意短期波动,暗盘平走反而证明筹码锁定性强,后续爆发潜力远超炒作型新股。
o0缄默0o
06-20
$找钢集团-W(06676)$
国际业务现在占比还小,爆发是快,但想扛大梁得时间。国内基本盘稳,海外猛增,这也算是晴天修的房子开始挡雨了
o0缄默0o
06-04
关注到维立志博的管线,LBL-024后面还有LBL-015等双抗,说明团队在4-1BB领域有深度布局,一旦突破就是独家优势,小而专的biotech有时更有爆发力
o0缄默0o
05-22
$[微笑]
@期权六艺:QQQ-ETF期权
o0缄默0o
05-22
精彩值得分享
@小虎财报:【财报异动】| 加拿大鹅飙升 19.6%,摩丁制造下跌11%
o0缄默0o
05-22
还是不错的
$Snowflake(SNOW)$
@美股解毒师:盘后暴涨7.3%!Snowflake财报背后的AI增长秘密
o0缄默0o
05-22
支持一下
$顺丰同城(09699)$
去老虎APP查看更多动态
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的收入来自中国大陆以外市场,毛利率颇高,适合玩长线。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457176323834264","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454423535698016,"gmtCreate":1751981066319,"gmtModify":1751981068059,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4209806854629240","authorIdStr":"4209806854629240"},"themes":[],"htmlText":"再观察观察","listText":"再观察观察","text":"再观察观察","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454423535698016","repostId":"454414467707056","repostType":1,"repost":{"id":454414467707056,"gmtCreate":1751979081672,"gmtModify":1751980773719,"author":{"id":"4189070115061570","authorId":"4189070115061570","name":"趙錢孫李","avatar":"https://static.tigerbbs.com/0a22e666ef66a98132afdda4347351af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189070115061570","authorIdStr":"4189070115061570"},"themes":[],"title":"极智嘉赴港IPO:AMR全球老大,高增长高毛利,盈利在望","htmlText":"咱们今天来唠唠这只即将在港股亮相的硬核玩家——极智嘉。这可不是一般的机器人公司,而是实打实站在全球AMR(自主移动机器人)浪潮尖儿上的绝对龙头。看完它的招股书和财报,我直呼\"好家伙\",这\"含科量\"和\"基本面\"在当下的港股科技股里,真算得上是一股清流了。更值得注意的是,暗盘交易中换手率异常低迷,筹码像被焊死了一样——这明显是机构在压盘吸筹,聪明的资金正在悄悄完成筹码轮换,就等上市后憋个大招。废话不多说,直接上硬菜! 核心逻辑:供给+需求双爆,AMR万亿风口已至,龙头坐享红利 先看大环境。全球供应链智能化升级这趟高速列车,那是油门踩到底了!为啥?供给端,AI、机器视觉、导航算法这些底层技术咔咔突破,让机器人越来越聪明能干;需求端,电商爆炸、人力短缺、仓库租金上天,逼着企业必须用机器人降本增效。两股劲儿一合,AMR这个赛道直接“杀疯了”!灼识咨询的数据很直白:全球AMR市场从今年(2024)的387亿,预计干到2029年的1621亿,年复合增速33%+!妥妥的万亿级蓝海正在眼前展开。 在这片蓝海里,谁才是那个能打又能赚钱的真龙头?答案:极智嘉! 看点一:全球霸榜六年,市场份额NO.1,实力硬核! 老铁们,市场份额连续六年全球第一是啥概念?在AMR仓储履约这个细分领域,极智嘉就是那个“扛把子”!自打2019年登顶,这王座就再没让给别人。这可不是自封的,是实打实打出来的江湖地位。 技术够硬: 人家搞的是“通用机器人平台”,软硬件+算法全栈自研打通。最牛的是能同时调度超过5000台AMR一起干活儿,这规模、这稳定性,没点真功夫根本玩不转。国际上也倍儿有面儿,四次入选RBR50全球机器人Top50(相当于机器人界的奥斯卡提名),技术实力和商业化能力双双被盖章认证。这技术壁垒,够后来者追一阵子的。 落地够广: 技术牛不算牛,能落地赚钱才是真牛!极智嘉的机器人方案已经铺到了全球40多个国家,","listText":"咱们今天来唠唠这只即将在港股亮相的硬核玩家——极智嘉。这可不是一般的机器人公司,而是实打实站在全球AMR(自主移动机器人)浪潮尖儿上的绝对龙头。看完它的招股书和财报,我直呼\"好家伙\",这\"含科量\"和\"基本面\"在当下的港股科技股里,真算得上是一股清流了。更值得注意的是,暗盘交易中换手率异常低迷,筹码像被焊死了一样——这明显是机构在压盘吸筹,聪明的资金正在悄悄完成筹码轮换,就等上市后憋个大招。废话不多说,直接上硬菜! 核心逻辑:供给+需求双爆,AMR万亿风口已至,龙头坐享红利 先看大环境。全球供应链智能化升级这趟高速列车,那是油门踩到底了!为啥?供给端,AI、机器视觉、导航算法这些底层技术咔咔突破,让机器人越来越聪明能干;需求端,电商爆炸、人力短缺、仓库租金上天,逼着企业必须用机器人降本增效。两股劲儿一合,AMR这个赛道直接“杀疯了”!灼识咨询的数据很直白:全球AMR市场从今年(2024)的387亿,预计干到2029年的1621亿,年复合增速33%+!妥妥的万亿级蓝海正在眼前展开。 在这片蓝海里,谁才是那个能打又能赚钱的真龙头?答案:极智嘉! 看点一:全球霸榜六年,市场份额NO.1,实力硬核! 老铁们,市场份额连续六年全球第一是啥概念?在AMR仓储履约这个细分领域,极智嘉就是那个“扛把子”!自打2019年登顶,这王座就再没让给别人。这可不是自封的,是实打实打出来的江湖地位。 技术够硬: 人家搞的是“通用机器人平台”,软硬件+算法全栈自研打通。最牛的是能同时调度超过5000台AMR一起干活儿,这规模、这稳定性,没点真功夫根本玩不转。国际上也倍儿有面儿,四次入选RBR50全球机器人Top50(相当于机器人界的奥斯卡提名),技术实力和商业化能力双双被盖章认证。这技术壁垒,够后来者追一阵子的。 落地够广: 技术牛不算牛,能落地赚钱才是真牛!极智嘉的机器人方案已经铺到了全球40多个国家,","text":"咱们今天来唠唠这只即将在港股亮相的硬核玩家——极智嘉。这可不是一般的机器人公司,而是实打实站在全球AMR(自主移动机器人)浪潮尖儿上的绝对龙头。看完它的招股书和财报,我直呼\"好家伙\",这\"含科量\"和\"基本面\"在当下的港股科技股里,真算得上是一股清流了。更值得注意的是,暗盘交易中换手率异常低迷,筹码像被焊死了一样——这明显是机构在压盘吸筹,聪明的资金正在悄悄完成筹码轮换,就等上市后憋个大招。废话不多说,直接上硬菜! 核心逻辑:供给+需求双爆,AMR万亿风口已至,龙头坐享红利 先看大环境。全球供应链智能化升级这趟高速列车,那是油门踩到底了!为啥?供给端,AI、机器视觉、导航算法这些底层技术咔咔突破,让机器人越来越聪明能干;需求端,电商爆炸、人力短缺、仓库租金上天,逼着企业必须用机器人降本增效。两股劲儿一合,AMR这个赛道直接“杀疯了”!灼识咨询的数据很直白:全球AMR市场从今年(2024)的387亿,预计干到2029年的1621亿,年复合增速33%+!妥妥的万亿级蓝海正在眼前展开。 在这片蓝海里,谁才是那个能打又能赚钱的真龙头?答案:极智嘉! 看点一:全球霸榜六年,市场份额NO.1,实力硬核! 老铁们,市场份额连续六年全球第一是啥概念?在AMR仓储履约这个细分领域,极智嘉就是那个“扛把子”!自打2019年登顶,这王座就再没让给别人。这可不是自封的,是实打实打出来的江湖地位。 技术够硬: 人家搞的是“通用机器人平台”,软硬件+算法全栈自研打通。最牛的是能同时调度超过5000台AMR一起干活儿,这规模、这稳定性,没点真功夫根本玩不转。国际上也倍儿有面儿,四次入选RBR50全球机器人Top50(相当于机器人界的奥斯卡提名),技术实力和商业化能力双双被盖章认证。这技术壁垒,够后来者追一阵子的。 落地够广: 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加拿大鹅飙升 19.6%,摩丁制造下跌11%","htmlText":"[财迷]本栏目主要追踪财报季各大公司的财报异动情况,为大家提供最新、最热、及时、准确的财报关键信息,内容涵盖公司资讯、股价涨跌幅、关键财务指标数据等等,欢迎虎友们关注、评论、转发!不错过精彩财报内容![爱心][爱心] <a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 这家基于云的数据存储公司的股票在盘后交易中飙升超过 6%,此前该公司报告了第一季度的稳健表现。调整后每股收益为 24 美分,高于 LSEG 估计的每股 21 美分。其第二季度产品收入的指引也超过了 Street 的预期。 <a target=\"_blank\" href=\"https://laohu8.com/S/URBN\">$都市服饰(URBN)$</a> 这家服装零售商在强于预期的季度报告发布后,股价在延长交易中飙升超过 9%。该公司公布的每股收益为 1.16 美元,高于华尔街估计的 84 美分,根据 LSEG。13.3 亿美元的收入也高于预期的 12.9 亿美元。 <a target=\"_blank\" href=\"https://laohu8.com/S/LUMN\">$Lumen Technologies(LUMN)$</a> 在 AT&T 同意收购 Lumen 的大部分大众市场光纤互联网连接业务后,这家通信公司的股价飙升了 15%。这笔价值 57.5 亿美元的交易预计将于 2026 年上半年完成。AT&T股价变化不大。 <a target=\"_blank\" href=\"https://laohu8.com/S/TGT\">$塔吉特(TGT)$</a> 这家大型零售商因第一季度业绩令人失望而下跌 5.2%。塔吉特还下调了全年销售预期,部分原因是消费者情绪下降和关税的不确定性。 <a target=\"\"></a>","listText":"[财迷]本栏目主要追踪财报季各大公司的财报异动情况,为大家提供最新、最热、及时、准确的财报关键信息,内容涵盖公司资讯、股价涨跌幅、关键财务指标数据等等,欢迎虎友们关注、评论、转发!不错过精彩财报内容![爱心][爱心] <a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 这家基于云的数据存储公司的股票在盘后交易中飙升超过 6%,此前该公司报告了第一季度的稳健表现。调整后每股收益为 24 美分,高于 LSEG 估计的每股 21 美分。其第二季度产品收入的指引也超过了 Street 的预期。 <a target=\"_blank\" href=\"https://laohu8.com/S/URBN\">$都市服饰(URBN)$</a> 这家服装零售商在强于预期的季度报告发布后,股价在延长交易中飙升超过 9%。该公司公布的每股收益为 1.16 美元,高于华尔街估计的 84 美分,根据 LSEG。13.3 亿美元的收入也高于预期的 12.9 亿美元。 <a target=\"_blank\" href=\"https://laohu8.com/S/LUMN\">$Lumen Technologies(LUMN)$</a> 在 AT&T 同意收购 Lumen 的大部分大众市场光纤互联网连接业务后,这家通信公司的股价飙升了 15%。这笔价值 57.5 亿美元的交易预计将于 2026 年上半年完成。AT&T股价变化不大。 <a target=\"_blank\" href=\"https://laohu8.com/S/TGT\">$塔吉特(TGT)$</a> 这家大型零售商因第一季度业绩令人失望而下跌 5.2%。塔吉特还下调了全年销售预期,部分原因是消费者情绪下降和关税的不确定性。 <a target=\"\"></a>","text":"[财迷]本栏目主要追踪财报季各大公司的财报异动情况,为大家提供最新、最热、及时、准确的财报关键信息,内容涵盖公司资讯、股价涨跌幅、关键财务指标数据等等,欢迎虎友们关注、评论、转发!不错过精彩财报内容![爱心][爱心] $Snowflake(SNOW)$ 这家基于云的数据存储公司的股票在盘后交易中飙升超过 6%,此前该公司报告了第一季度的稳健表现。调整后每股收益为 24 美分,高于 LSEG 估计的每股 21 美分。其第二季度产品收入的指引也超过了 Street 的预期。 $都市服饰(URBN)$ 这家服装零售商在强于预期的季度报告发布后,股价在延长交易中飙升超过 9%。该公司公布的每股收益为 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核心逻辑:供给+需求双爆,AMR万亿风口已至,龙头坐享红利 先看大环境。全球供应链智能化升级这趟高速列车,那是油门踩到底了!为啥?供给端,AI、机器视觉、导航算法这些底层技术咔咔突破,让机器人越来越聪明能干;需求端,电商爆炸、人力短缺、仓库租金上天,逼着企业必须用机器人降本增效。两股劲儿一合,AMR这个赛道直接“杀疯了”!灼识咨询的数据很直白:全球AMR市场从今年(2024)的387亿,预计干到2029年的1621亿,年复合增速33%+!妥妥的万亿级蓝海正在眼前展开。 在这片蓝海里,谁才是那个能打又能赚钱的真龙头?答案:极智嘉! 看点一:全球霸榜六年,市场份额NO.1,实力硬核! 老铁们,市场份额连续六年全球第一是啥概念?在AMR仓储履约这个细分领域,极智嘉就是那个“扛把子”!自打2019年登顶,这王座就再没让给别人。这可不是自封的,是实打实打出来的江湖地位。 技术够硬: 人家搞的是“通用机器人平台”,软硬件+算法全栈自研打通。最牛的是能同时调度超过5000台AMR一起干活儿,这规模、这稳定性,没点真功夫根本玩不转。国际上也倍儿有面儿,四次入选RBR50全球机器人Top50(相当于机器人界的奥斯卡提名),技术实力和商业化能力双双被盖章认证。这技术壁垒,够后来者追一阵子的。 落地够广: 技术牛不算牛,能落地赚钱才是真牛!极智嘉的机器人方案已经铺到了全球40多个国家,","listText":"咱们今天来唠唠这只即将在港股亮相的硬核玩家——极智嘉。这可不是一般的机器人公司,而是实打实站在全球AMR(自主移动机器人)浪潮尖儿上的绝对龙头。看完它的招股书和财报,我直呼\"好家伙\",这\"含科量\"和\"基本面\"在当下的港股科技股里,真算得上是一股清流了。更值得注意的是,暗盘交易中换手率异常低迷,筹码像被焊死了一样——这明显是机构在压盘吸筹,聪明的资金正在悄悄完成筹码轮换,就等上市后憋个大招。废话不多说,直接上硬菜! 核心逻辑:供给+需求双爆,AMR万亿风口已至,龙头坐享红利 先看大环境。全球供应链智能化升级这趟高速列车,那是油门踩到底了!为啥?供给端,AI、机器视觉、导航算法这些底层技术咔咔突破,让机器人越来越聪明能干;需求端,电商爆炸、人力短缺、仓库租金上天,逼着企业必须用机器人降本增效。两股劲儿一合,AMR这个赛道直接“杀疯了”!灼识咨询的数据很直白:全球AMR市场从今年(2024)的387亿,预计干到2029年的1621亿,年复合增速33%+!妥妥的万亿级蓝海正在眼前展开。 在这片蓝海里,谁才是那个能打又能赚钱的真龙头?答案:极智嘉! 看点一:全球霸榜六年,市场份额NO.1,实力硬核! 老铁们,市场份额连续六年全球第一是啥概念?在AMR仓储履约这个细分领域,极智嘉就是那个“扛把子”!自打2019年登顶,这王座就再没让给别人。这可不是自封的,是实打实打出来的江湖地位。 技术够硬: 人家搞的是“通用机器人平台”,软硬件+算法全栈自研打通。最牛的是能同时调度超过5000台AMR一起干活儿,这规模、这稳定性,没点真功夫根本玩不转。国际上也倍儿有面儿,四次入选RBR50全球机器人Top50(相当于机器人界的奥斯卡提名),技术实力和商业化能力双双被盖章认证。这技术壁垒,够后来者追一阵子的。 落地够广: 技术牛不算牛,能落地赚钱才是真牛!极智嘉的机器人方案已经铺到了全球40多个国家,","text":"咱们今天来唠唠这只即将在港股亮相的硬核玩家——极智嘉。这可不是一般的机器人公司,而是实打实站在全球AMR(自主移动机器人)浪潮尖儿上的绝对龙头。看完它的招股书和财报,我直呼\"好家伙\",这\"含科量\"和\"基本面\"在当下的港股科技股里,真算得上是一股清流了。更值得注意的是,暗盘交易中换手率异常低迷,筹码像被焊死了一样——这明显是机构在压盘吸筹,聪明的资金正在悄悄完成筹码轮换,就等上市后憋个大招。废话不多说,直接上硬菜! 核心逻辑:供给+需求双爆,AMR万亿风口已至,龙头坐享红利 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2505(HSImain)$ 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加拿大鹅飙升 19.6%,摩丁制造下跌11%","htmlText":"[财迷]本栏目主要追踪财报季各大公司的财报异动情况,为大家提供最新、最热、及时、准确的财报关键信息,内容涵盖公司资讯、股价涨跌幅、关键财务指标数据等等,欢迎虎友们关注、评论、转发!不错过精彩财报内容![爱心][爱心] <a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 这家基于云的数据存储公司的股票在盘后交易中飙升超过 6%,此前该公司报告了第一季度的稳健表现。调整后每股收益为 24 美分,高于 LSEG 估计的每股 21 美分。其第二季度产品收入的指引也超过了 Street 的预期。 <a target=\"_blank\" href=\"https://laohu8.com/S/URBN\">$都市服饰(URBN)$</a> 这家服装零售商在强于预期的季度报告发布后,股价在延长交易中飙升超过 9%。该公司公布的每股收益为 1.16 美元,高于华尔街估计的 84 美分,根据 LSEG。13.3 亿美元的收入也高于预期的 12.9 亿美元。 <a target=\"_blank\" href=\"https://laohu8.com/S/LUMN\">$Lumen Technologies(LUMN)$</a> 在 AT&T 同意收购 Lumen 的大部分大众市场光纤互联网连接业务后,这家通信公司的股价飙升了 15%。这笔价值 57.5 亿美元的交易预计将于 2026 年上半年完成。AT&T股价变化不大。 <a target=\"_blank\" href=\"https://laohu8.com/S/TGT\">$塔吉特(TGT)$</a> 这家大型零售商因第一季度业绩令人失望而下跌 5.2%。塔吉特还下调了全年销售预期,部分原因是消费者情绪下降和关税的不确定性。 <a target=\"\"></a>","listText":"[财迷]本栏目主要追踪财报季各大公司的财报异动情况,为大家提供最新、最热、及时、准确的财报关键信息,内容涵盖公司资讯、股价涨跌幅、关键财务指标数据等等,欢迎虎友们关注、评论、转发!不错过精彩财报内容![爱心][爱心] <a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 这家基于云的数据存储公司的股票在盘后交易中飙升超过 6%,此前该公司报告了第一季度的稳健表现。调整后每股收益为 24 美分,高于 LSEG 估计的每股 21 美分。其第二季度产品收入的指引也超过了 Street 的预期。 <a target=\"_blank\" href=\"https://laohu8.com/S/URBN\">$都市服饰(URBN)$</a> 这家服装零售商在强于预期的季度报告发布后,股价在延长交易中飙升超过 9%。该公司公布的每股收益为 1.16 美元,高于华尔街估计的 84 美分,根据 LSEG。13.3 亿美元的收入也高于预期的 12.9 亿美元。 <a target=\"_blank\" href=\"https://laohu8.com/S/LUMN\">$Lumen Technologies(LUMN)$</a> 在 AT&T 同意收购 Lumen 的大部分大众市场光纤互联网连接业务后,这家通信公司的股价飙升了 15%。这笔价值 57.5 亿美元的交易预计将于 2026 年上半年完成。AT&T股价变化不大。 <a target=\"_blank\" href=\"https://laohu8.com/S/TGT\">$塔吉特(TGT)$</a> 这家大型零售商因第一季度业绩令人失望而下跌 5.2%。塔吉特还下调了全年销售预期,部分原因是消费者情绪下降和关税的不确定性。 <a target=\"\"></a>","text":"[财迷]本栏目主要追踪财报季各大公司的财报异动情况,为大家提供最新、最热、及时、准确的财报关键信息,内容涵盖公司资讯、股价涨跌幅、关键财务指标数据等等,欢迎虎友们关注、评论、转发!不错过精彩财报内容![爱心][爱心] $Snowflake(SNOW)$ 这家基于云的数据存储公司的股票在盘后交易中飙升超过 6%,此前该公司报告了第一季度的稳健表现。调整后每股收益为 24 美分,高于 LSEG 估计的每股 21 美分。其第二季度产品收入的指引也超过了 Street 的预期。 $都市服饰(URBN)$ 这家服装零售商在强于预期的季度报告发布后,股价在延长交易中飙升超过 9%。该公司公布的每股收益为 1.16 美元,高于华尔街估计的 84 美分,根据 LSEG。13.3 亿美元的收入也高于预期的 12.9 亿美元。 $Lumen Technologies(LUMN)$ 在 AT&T 同意收购 Lumen 的大部分大众市场光纤互联网连接业务后,这家通信公司的股价飙升了 15%。这笔价值 57.5 亿美元的交易预计将于 2026 年上半年完成。AT&T股价变化不大。 $塔吉特(TGT)$ 这家大型零售商因第一季度业绩令人失望而下跌 5.2%。塔吉特还下调了全年销售预期,部分原因是消费者情绪下降和关税的不确定性。","images":[{"img":"https://static.tigerbbs.com/27ae8ff4d620a19a92cf1a975518eb36","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437672179953896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437700694642712,"gmtCreate":1747891734753,"gmtModify":1747894357877,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"htmlText":"还是不错的<a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$ </a>","listText":"还是不错的<a target=\"_blank\" href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$ </a>","text":"还是不错的$Snowflake(SNOW)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437700694642712","repostId":"437678027423976","repostType":1,"repost":{"id":437678027423976,"gmtCreate":1747884708498,"gmtModify":1747884870815,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440721572920950","idStr":"3440721572920950"},"themes":[],"title":"盘后暴涨7.3%!Snowflake财报背后的AI增长秘密","htmlText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 公布了2026财年第一季度财报,展现了稳健的收入增长(26% YoY)、超出预期的EPS(0.24美元 vs 0.21美元预期)以及强劲的客户扩展(606家高价值客户,RPO增长34%)。AI数据云战略的持续推进、与NVIDIA和Anthropic的合作以及运营效率的提升为其长期增长提供了支撑。然而,收入增速放缓、NRR下降和高股票补偿费用仍是市场关注的潜在风险。估值重定价触发因素:AI收入贡献加速:若AI相关工作负载(如Cortex AI驱动的查询和应用开发)在未来几个季度显著推高产品收入,可能引发市场对估值的重估。NRR和RPO的持续增长:NRR恢复至更高水平(如130%)或RPO继续高增长,将增强市场对未来收入的信心。盈利能力改善:非GAAP运营利润率和自由现金流利润率的持续提升可能缓解对亏损的担忧,推动估值溢价。市场预期边界:当前股价(183美元)较分析师平均目标价(198.2美元)有约10.65%的上涨空间。 若AI驱动的收入增长低于预期或宏观经济压力加剧,短期内可能面临回调风险。行业格局影响:Snowflake的AI数据云定位使其在云数据和AI市场中占据先发优势,但需警惕Databricks等竞争对手在数据湖和AI领域的挑战。业绩情况和市场反馈1. 核心业绩表现与市场预期对比收入:总收入为10.42亿美元,同比增长26%,超出市场预期(共识预期10.1亿美元)。产品收入为9.968亿美元,同比增长26%,符合公司此前指引(9.55亿-9.60亿美元)。每股收益(EPS):非GAAP调整后EPS为0.24美元,同比增长50.3%,超出市场预期(共识预期0.21美元)。GAAP EPS为-1.29美元,反映出持续的运营亏损。关键运营指标:净收入留存率(","listText":"<a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> 公布了2026财年第一季度财报,展现了稳健的收入增长(26% YoY)、超出预期的EPS(0.24美元 vs 0.21美元预期)以及强劲的客户扩展(606家高价值客户,RPO增长34%)。AI数据云战略的持续推进、与NVIDIA和Anthropic的合作以及运营效率的提升为其长期增长提供了支撑。然而,收入增速放缓、NRR下降和高股票补偿费用仍是市场关注的潜在风险。估值重定价触发因素:AI收入贡献加速:若AI相关工作负载(如Cortex AI驱动的查询和应用开发)在未来几个季度显著推高产品收入,可能引发市场对估值的重估。NRR和RPO的持续增长:NRR恢复至更高水平(如130%)或RPO继续高增长,将增强市场对未来收入的信心。盈利能力改善:非GAAP运营利润率和自由现金流利润率的持续提升可能缓解对亏损的担忧,推动估值溢价。市场预期边界:当前股价(183美元)较分析师平均目标价(198.2美元)有约10.65%的上涨空间。 若AI驱动的收入增长低于预期或宏观经济压力加剧,短期内可能面临回调风险。行业格局影响:Snowflake的AI数据云定位使其在云数据和AI市场中占据先发优势,但需警惕Databricks等竞争对手在数据湖和AI领域的挑战。业绩情况和市场反馈1. 核心业绩表现与市场预期对比收入:总收入为10.42亿美元,同比增长26%,超出市场预期(共识预期10.1亿美元)。产品收入为9.968亿美元,同比增长26%,符合公司此前指引(9.55亿-9.60亿美元)。每股收益(EPS):非GAAP调整后EPS为0.24美元,同比增长50.3%,超出市场预期(共识预期0.21美元)。GAAP EPS为-1.29美元,反映出持续的运营亏损。关键运营指标:净收入留存率(","text":"$Snowflake(SNOW)$ 公布了2026财年第一季度财报,展现了稳健的收入增长(26% YoY)、超出预期的EPS(0.24美元 vs 0.21美元预期)以及强劲的客户扩展(606家高价值客户,RPO增长34%)。AI数据云战略的持续推进、与NVIDIA和Anthropic的合作以及运营效率的提升为其长期增长提供了支撑。然而,收入增速放缓、NRR下降和高股票补偿费用仍是市场关注的潜在风险。估值重定价触发因素:AI收入贡献加速:若AI相关工作负载(如Cortex AI驱动的查询和应用开发)在未来几个季度显著推高产品收入,可能引发市场对估值的重估。NRR和RPO的持续增长:NRR恢复至更高水平(如130%)或RPO继续高增长,将增强市场对未来收入的信心。盈利能力改善:非GAAP运营利润率和自由现金流利润率的持续提升可能缓解对亏损的担忧,推动估值溢价。市场预期边界:当前股价(183美元)较分析师平均目标价(198.2美元)有约10.65%的上涨空间。 若AI驱动的收入增长低于预期或宏观经济压力加剧,短期内可能面临回调风险。行业格局影响:Snowflake的AI数据云定位使其在云数据和AI市场中占据先发优势,但需警惕Databricks等竞争对手在数据湖和AI领域的挑战。业绩情况和市场反馈1. 核心业绩表现与市场预期对比收入:总收入为10.42亿美元,同比增长26%,超出市场预期(共识预期10.1亿美元)。产品收入为9.968亿美元,同比增长26%,符合公司此前指引(9.55亿-9.60亿美元)。每股收益(EPS):非GAAP调整后EPS为0.24美元,同比增长50.3%,超出市场预期(共识预期0.21美元)。GAAP EPS为-1.29美元,反映出持续的运营亏损。关键运营指标:净收入留存率(","images":[{"img":"https://static.tigerbbs.com/b70f731bfd27ca57dfe343123188d84b"},{"img":"https://static.tigerbbs.com/41e5d88ddb28c594c4937a41dc40405e"},{"img":"https://static.tigerbbs.com/2f72e266c20b766b2066b5f74c05929e"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437678027423976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437700777320664,"gmtCreate":1747891652990,"gmtModify":1747894357815,"author":{"id":"4209806854629240","authorId":"4209806854629240","name":"o0缄默0o","avatar":"https://static.tigerbbs.com/7863c0020f5ed281cd108389fc1c386a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4209806854629240","idStr":"4209806854629240"},"themes":[],"htmlText":"支持一下 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