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wholebea
wholebea
·
2021-07-10
[思考]
哭辽,基金咋这么能跌
@小虎AV:
一场大跌让本不富裕的A酱雪上加霜!话说这是你们的情况吗? $上证指数(000001.SH)$
哭辽,基金咋这么能跌
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wholebea
wholebea
·
2021-07-10
这篇文章不错,转发给大家看看
“膝盖斩”后的快手能抄底吗?从估值角度再谈科技股风险
@美股解毒师:
$快手-W(01024)$ IPO的“成功”几乎是互联网历史上的绝无仅有,以近4800亿港元的市值发行,居然还能当天大涨160%,直破万亿。 这个体量的公司要这样涨,要么就是投行估值出现严重错误,要么就是市场情绪完全痴狂。无论如何,以当前市场对互联网企业的忌惮,哪怕是字节跳动想要再获得这样的追捧也无法在两三年内实现。 对散户来说,能参与到快手IPO倒的确是件幸事,只不过,这半年快手的走势,完美地诠释了什么叫“零和游戏”—— 通过投机取巧取得的高估值,都是以牺牲未来投资者利益为前提的! 怎么说呢? 快手上市时,我们给大家分析过“快手的三个主要问题”,重复一下最主要的几个观点: 快手与抖音虽说是短视频双雄,但走得完全不是一个路子; 快手是商业构成中直播的比例很高,而直播有没有日暮西山不知道,但肯定过了黄金期; 广告将成为快手翻盘的关键,但如果因此投入过多,依然得不偿失; 但我们知道,广告这块业务谁不想多啃点,即便是腾讯以微信朋友圈来下注,依然没能达到效率最高。在直播带货这块,别说抖音的强力商业化措施,各大电商也非常努力地继招架,快手并没有把握一定能增大市场份额。 业务如果只是在预期内增长,估值哪能超预期增长? 以IPO时对2021-2022年业绩的预估,我们非常激进地预计了快手在2022年的业绩,并且认为可以达到830亿美元(6200亿港元)的估值 这6200亿港元估值的前提是: 2022年底达到45倍“市盈率”(同期的$腾讯控股(0070
“膝盖斩”后的快手能抄底吗?从估值角度再谈科技股风险
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wholebea
wholebea
·
2021-06-09
这篇文章不错,转发给大家看看
【7周年】积分商城比心大促,三重好礼享不停!
@小虎活动:
2014年6月,在北京的一处居民楼中,老虎证券正式成立。 2021年6月,在历经7个春夏交替后,老虎迎来了七周岁的生日。$老虎证券(TIGR)$ 感谢有你陪伴,老虎7周年,积分商城比心大促!一起来康康[开心]: 福利1:积分商城比心大促[比心] 股票兑换券,老虎萌萌哒周边,7周年7折比心大促。你值得拥有[爱你]~ 到达路径:APP--我的--签到--更多福利 福利2:7周年限定头像框上线[正经] 7周年专属头像框,致敬此时此刻,致敬当下你我[想吃]~ 到达路径:APP--我的--签到--更多福利--社区周边 福利3:大盘猜涨跌活动上线[举爪] 一周前,老虎证券App更新了7.0.3版本,加入了“大盘猜涨跌”活动。每天押注标普涨跌,感受赢取虎币的欢乐[哇塞]~$标普500(.SPX)$ 到达路径:APP--我的--签到 【活动时间】 6月8日-6月22日
【7周年】积分商城比心大促,三重好礼享不停!
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wholebea
wholebea
·
2021-05-10
[强] [强]
马斯克主持SNL完整视频:女友与母亲一起上综艺,还自称不是普通正常人
@小虎AV:
上周《周六夜现场(SNL)》首次邀请了特斯拉老板马斯克做节目主持人。为了庆祝母亲节快乐,他还把自己的母亲带上了台。其女友Grimes也客串亮相!而本期表演嘉宾是麦莉Miley Cyrus!$特斯拉(TSLA)$ 马斯克爆料自己是SNL史上“第一个有阿斯伯格(亚斯伯格)症”的主持人。阿斯伯格属于自闭症谱系的一种类型,通常有社交障碍,某些时候被视为高功能自闭症。 马斯克在节目中不断拿自己的事情吐槽,包括他老是在推特发表引起争议的推文,以及曾经在一个播客节目中吸大麻。 “对所有我冒犯过的人,我只想说,我重新发明了电动车,用火箭航空器送人上火星。你觉得我会是个普通正常人吗?” 中文翻译请看:马斯克在综艺节目上玩疯了:狗狗币是“骗局”,我有社交障碍
马斯克主持SNL完整视频:女友与母亲一起上综艺,还自称不是普通正常人
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wholebea
wholebea
·
2020-12-11
[微笑]
【东哥大讲堂】刘强东解读京东的商业模式
@小虎AV:
东哥大讲堂第一课,一起来听东哥怎么从税收切入解读京东的商业模式,早期视频,年代暂不明。$京东(JD)$ $京东集团-SW(09618)$ $京东健康(06618)$
【东哥大讲堂】刘强东解读京东的商业模式
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$上证指数(000001.SH)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143518068","isVote":1,"tweetType":2,"object":{"id":"36597b91602f49deb5847a830016f9b8","tweetId":"143518068","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/e6dcad563701925920629897963/K4BWeyZhnyIA.mp4","poster":"https://static.tigerbbs.com/1fdebb07582d24527edf9b01df01b068"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141417194,"gmtCreate":1625885100618,"gmtModify":1625885100618,"author":{"id":"10000000000003700","authorId":"10000000000003700","name":"wholebea","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000003700","authorIdStr":"10000000000003700"},"themes":[],"title":"","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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141417194","repostId":"143708174","repostType":1,"repost":{"id":143708174,"gmtCreate":1625814727795,"gmtModify":1625834700213,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"“膝盖斩”后的快手能抄底吗?从估值角度再谈科技股风险","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> IPO的“成功”几乎是互联网历史上的绝无仅有,以近4800亿港元的市值发行,居然还能当天大涨160%,直破万亿。 这个体量的公司要这样涨,要么就是投行估值出现严重错误,要么就是市场情绪完全痴狂。无论如何,以当前市场对互联网企业的忌惮,哪怕是字节跳动想要再获得这样的追捧也无法在两三年内实现。 对散户来说,能参与到快手IPO倒的确是件幸事,只不过,这半年快手的走势,完美地诠释了什么叫“零和游戏”—— 通过投机取巧取得的高估值,都是以牺牲未来投资者利益为前提的! 怎么说呢? 快手上市时,我们给大家分析过“<a href=\"https://laohu8.com/TW/310892870\" target=\"_blank\">快手的三个主要问题</a>”,重复一下最主要的几个观点: 快手与抖音虽说是短视频双雄,但走得完全不是一个路子; 快手是商业构成中直播的比例很高,而直播有没有日暮西山不知道,但肯定过了黄金期; 广告将成为快手翻盘的关键,但如果因此投入过多,依然得不偿失; 但我们知道,广告这块业务谁不想多啃点,即便是腾讯以微信朋友圈来下注,依然没能达到效率最高。在直播带货这块,别说抖音的强力商业化措施,各大电商也非常努力地继招架,快手并没有把握一定能增大市场份额。 业务如果只是在预期内增长,估值哪能超预期增长? 以IPO时对2021-2022年业绩的预估,我们非常激进地预计了快手在2022年的业绩,并且认为可以达到830亿美元(6200亿港元)的估值 这6200亿港元估值的前提是: 2022年底达到45倍“市盈率”(同期的<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(0070</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> IPO的“成功”几乎是互联网历史上的绝无仅有,以近4800亿港元的市值发行,居然还能当天大涨160%,直破万亿。 这个体量的公司要这样涨,要么就是投行估值出现严重错误,要么就是市场情绪完全痴狂。无论如何,以当前市场对互联网企业的忌惮,哪怕是字节跳动想要再获得这样的追捧也无法在两三年内实现。 对散户来说,能参与到快手IPO倒的确是件幸事,只不过,这半年快手的走势,完美地诠释了什么叫“零和游戏”—— 通过投机取巧取得的高估值,都是以牺牲未来投资者利益为前提的! 怎么说呢? 快手上市时,我们给大家分析过“<a href=\"https://laohu8.com/TW/310892870\" target=\"_blank\">快手的三个主要问题</a>”,重复一下最主要的几个观点: 快手与抖音虽说是短视频双雄,但走得完全不是一个路子; 快手是商业构成中直播的比例很高,而直播有没有日暮西山不知道,但肯定过了黄金期; 广告将成为快手翻盘的关键,但如果因此投入过多,依然得不偿失; 但我们知道,广告这块业务谁不想多啃点,即便是腾讯以微信朋友圈来下注,依然没能达到效率最高。在直播带货这块,别说抖音的强力商业化措施,各大电商也非常努力地继招架,快手并没有把握一定能增大市场份额。 业务如果只是在预期内增长,估值哪能超预期增长? 以IPO时对2021-2022年业绩的预估,我们非常激进地预计了快手在2022年的业绩,并且认为可以达到830亿美元(6200亿港元)的估值 这6200亿港元估值的前提是: 2022年底达到45倍“市盈率”(同期的<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(0070</a>","text":"$快手-W(01024)$ IPO的“成功”几乎是互联网历史上的绝无仅有,以近4800亿港元的市值发行,居然还能当天大涨160%,直破万亿。 这个体量的公司要这样涨,要么就是投行估值出现严重错误,要么就是市场情绪完全痴狂。无论如何,以当前市场对互联网企业的忌惮,哪怕是字节跳动想要再获得这样的追捧也无法在两三年内实现。 对散户来说,能参与到快手IPO倒的确是件幸事,只不过,这半年快手的走势,完美地诠释了什么叫“零和游戏”—— 通过投机取巧取得的高估值,都是以牺牲未来投资者利益为前提的! 怎么说呢? 快手上市时,我们给大家分析过“快手的三个主要问题”,重复一下最主要的几个观点: 快手与抖音虽说是短视频双雄,但走得完全不是一个路子; 快手是商业构成中直播的比例很高,而直播有没有日暮西山不知道,但肯定过了黄金期; 广告将成为快手翻盘的关键,但如果因此投入过多,依然得不偿失; 但我们知道,广告这块业务谁不想多啃点,即便是腾讯以微信朋友圈来下注,依然没能达到效率最高。在直播带货这块,别说抖音的强力商业化措施,各大电商也非常努力地继招架,快手并没有把握一定能增大市场份额。 业务如果只是在预期内增长,估值哪能超预期增长? 以IPO时对2021-2022年业绩的预估,我们非常激进地预计了快手在2022年的业绩,并且认为可以达到830亿美元(6200亿港元)的估值 这6200亿港元估值的前提是: 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