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AceLin

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- AceLinAceLin
  ·2020-08-03
  $Acm Research Inc.(ACMR)$ 8月5号的Q2财报会非常不错，一是因为一季度很多因疫情延期的订单会在二季度确认，二十三费会有所下降，利润相比一季度会上升不少，股价上100几乎十注定的事，拭目以待。
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- AceLinAceLin
  ·2020-01-14
  $Acm Research Inc.(ACMR)$ “ 2019年收入1.05-1.06亿美元，同比增长41%-43%，2020年预计收入1.3-1.5亿美元，同比增长21%-40%”稳定的客户与先进的产品可以确保管理层实现预期目标，过去几年都实现了。另外在建的上海工厂，以及国内分公司的科创板计划，未来可期。市值的话，不用算什么估值修复，就按预期的业绩来，年底7.5亿美元，股价40美元。
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- AceLinAceLin
  ·2019-05-23
  $Sea Ltd(SE)$ Sea的游戏部分收入今年确定性比较强，电商依然面临一些挑战，回头写篇分析。
  4,493 1
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- AceLinAceLin
  ·2019-05-22
  $Sea Ltd(SE)$ 今年一年的任务还是持续做增长
  2,513 评论
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- AceLinAceLin
  ·2019-03-28
  $lululemon athletica(LULU)$ 自己买着穿过觉得还不错，服装行业跟经济周期相关性高，不太好判断，持续关注。
  3,788 1
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- AceLinAceLin
  ·2019-03-20
  $老虎证券(TIGR)$ 恭喜老虎，恭喜天华
  3,079 评论
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- AceLinAceLin
  ·2019-03-14
  $拼多多(PDD)$ 中概刺激不？
  2,249 评论
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target=\"_blank\" href=\"https://laohu8.com/S/ACMR\">$Acm Research Inc.(ACMR)$</a> 8月5号的Q2财报会非常不错，一是因为一季度很多因疫情延期的订单会在二季度确认，二十三费会有所下降，利润相比一季度会上升不少，股价上100几乎十注定的事，拭目以待。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ACMR\">$Acm Research Inc.(ACMR)$</a> 8月5号的Q2财报会非常不错，一是因为一季度很多因疫情延期的订单会在二季度确认，二十三费会有所下降，利润相比一季度会上升不少，股价上100几乎十注定的事，拭目以待。","text":"$Acm Research Inc.(ACMR)$ 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href=\"https://laohu8.com/S/ACMR\">$Acm Research Inc.(ACMR)$</a>&nbsp;“&nbsp;2019年收入1.05-1.06亿美元，同比增长41%-43%，2020年预计收入1.3-1.5亿美元，同比增长21%-40%”稳定的客户与先进的产品可以确保管理层实现预期目标，过去几年都实现了。另外在建的上海工厂，以及国内分公司的科创板计划，未来可期。市值的话，不用算什么估值修复，就按预期的业绩来，年底7.5亿美元，股价40美元。","text":"$Acm Research Inc.(ACMR)$ “ 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Ltd(SE)$ Sea的游戏部分收入今年确定性比较强，电商依然面临一些挑战，回头写篇分析。","listText":"$Sea Ltd(SE)$ Sea的游戏部分收入今年确定性比较强，电商依然面临一些挑战，回头写篇分析。","text":"$Sea Ltd(SE)$ Sea的游戏部分收入今年确定性比较强，电商依然面临一些挑战，回头写篇分析。","images":[{"img":"https://static.tigerbbs.com/fff3ba9cfb6db415305a759483309d05"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/906909991","isVote":1,"tweetType":1,"viewCount":4493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"272971130500686","authorId":"272971130500686","name":"Tigerinmotio","avatar":"https://static.tigerbbs.com/516b23111495b9f7e6744c24b094a3ca","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"272971130500686","idStr":"272971130500686"},"content":"电商有什么挑战？我看take rate 也大幅提升了 在qoq gmv增长4% 收入增长qoq增速18% 在淡季大可以了","text":"电商有什么挑战？我看take rate 也大幅提升了 在qoq gmv增长4% 收入增长qoq增速18% 在淡季大可以了","html":"电商有什么挑战？我看take rate 也大幅提升了 在qoq gmv增长4% 收入增长qoq增速18% 在淡季大可以了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":908757978,"gmtCreate":1558502325394,"gmtModify":1704696659437,"author":{"id":"3452507265851394","authorId":"3452507265851394","name":"AceLin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452507265851394","idStr":"3452507265851394"},"themes":[],"htmlText":"$Sea Ltd(SE)$ 今年一年的任务还是持续做增长","listText":"$Sea Ltd(SE)$ 今年一年的任务还是持续做增长","text":"$Sea Ltd(SE)$ 今年一年的任务还是持续做增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/908757978","isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447373,"gmtCreate":1553770053060,"gmtModify":1704795427723,"author":{"id":"3452507265851394","authorId":"3452507265851394","name":"AceLin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452507265851394","idStr":"3452507265851394"},"themes":[],"htmlText":"$lululemon athletica(LULU)$ 自己买着穿过觉得还不错，服装行业跟经济周期相关性高，不太好判断，持续关注。","listText":"$lululemon athletica(LULU)$ 自己买着穿过觉得还不错，服装行业跟经济周期相关性高，不太好判断，持续关注。","text":"$lululemon athletica(LULU)$ 自己买着穿过觉得还不错，服装行业跟经济周期相关性高，不太好判断，持续关注。","images":[{"img":"https://static.tigerbbs.com/47b24fa5fd5021e4640d0e66ac87f01e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/447373","isVote":1,"tweetType":1,"viewCount":3788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":436047,"gmtCreate":1553088756969,"gmtModify":1704793919333,"author":{"id":"3452507265851394","authorId":"3452507265851394","name":"AceLin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452507265851394","idStr":"3452507265851394"},"themes":[],"htmlText":"$老虎证券(TIGR)$ 恭喜老虎，恭喜天华","listText":"$老虎证券(TIGR)$ 恭喜老虎，恭喜天华","text":"$老虎证券(TIGR)$ 恭喜老虎，恭喜天华","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436047","isVote":1,"tweetType":1,"viewCount":3079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427067,"gmtCreate":1552506422332,"gmtModify":1704792758367,"author":{"id":"3452507265851394","authorId":"3452507265851394","name":"AceLin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3452507265851394","idStr":"3452507265851394"},"themes":[],"htmlText":"$拼多多(PDD)$ 中概刺激不？","listText":"$拼多多(PDD)$ 中概刺激不？","text":"$拼多多(PDD)$ 中概刺激不？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427067","isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}