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浪哥就是我
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浪哥就是我
浪哥就是我
·
10-24
$Beyond Meat, Inc.(BYND)$
看得我胆战心惊，今天开盘时按住了想参与的心，完全把握不住
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浪哥就是我
浪哥就是我
·
10-23
$Firefly Aerospace Inc.(FLY)$
标记一下，就是这个股票，入市当天让我美股所有收益归零并转负。割肉后，从此开始后半年的阴亏。不要赌博妄想赚便宜钱。在玩家和机构眼里，散户想捡便宜的就是该被收割的。
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浪哥就是我
浪哥就是我
·
10-23
Replying to
@君爱财取之有道
:这么低的会不会担心退市，估计不敢重仓吧？//
@君爱财取之有道
:纯属是筛选低价股选出来的 本来就是博个反弹 结果挂0.55还没上车 最低我记得是0.66 早知道挂个0.7都赚麻了
@浪哥就是我：
$Beyond Meat, Inc.(BYND)$ 求教，0.5-1购买的兄弟，大家从哪里得到的消息？
$Beyond Meat, Inc.(BYND)$ 求教，0.5-1购买的兄弟，大家从哪里得到的消息？
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浪哥就是我
浪哥就是我
·
10-23
$Beyond Meat, Inc.(BYND)$
求教，0.5-1购买的兄弟，大家从哪里得到的消息？
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1,938
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浪哥就是我
浪哥就是我
·
10-15
明天回调还是继续涨大神
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2
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浪哥就是我
浪哥就是我
·
09-29
$紫金黄金国际(02259)$
开盘 十分钟卖了
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浪哥就是我
浪哥就是我
·
08-27
$银诺医药－Ｂ(02591)$
纯纯垃圾，浪费时间和金钱，认亏离场。
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浪哥就是我
浪哥就是我
·
08-14
唉，一看这个k线就知道好多人站在高处。现在好多这样的盘，炒作割韭菜。大家都注意点，天上不光掉馅饼。
“币圈”又一大热股来了！CoinDesk母公司Bullish美股首秀收涨近84%
美东时间8月13日周三，知名加密货币行业媒体CoinDesk的母公司、数字资产交易平台Bullish以BLSH为股票交易代码在纽交所上市，上市首日股价盘中翻倍大涨，成为继"稳定币第一股"Circle之后今年美股又一热门“币圈”新股。Bullish股票开盘价报90美元，较37美元的IPO发行价大涨143%，随后股价一度触及118美元，涨幅接近219%，公司市值飙升至逾170亿美元。IPO定价超预期 机构需求旺盛Bullish此次IPO表现远超传统IPO首日20%至30%的理想涨幅标准。
“币圈”又一大热股来了！CoinDesk母公司Bullish美股首秀收涨近84%
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浪哥就是我
浪哥就是我
·
08-07
$Firefly Aerospace Inc.(FLY)$
Firefly Aerospace目前已上市，发行价为45美元。从其财务状况和行业估值等角度分析，若股价能回调至35-39美元区间或以下，可能是相对更具性价比的入手时机。具体分析如下： - 估值对比：航天行业平均EV/Revenue倍数约为10-15x，Firefly Aerospace在2025年第一季度收入5586万美元，年化收入约2.23亿美元，若按15x的EV/Revenue倍数计算，其估值约为33.45亿美元，对应股价约为35美元左右（按发行股数等数据粗略估算），此价格以下入手相对更符合行业常规估值水平。 - 财务状况：公司2023年、2024年持续净亏损，分别为1.35亿美元、2.31亿美元，高亏损和高研发支出会对股价产生一定压力，从财务角度看，较低的股价能更好地匹配其目前尚未盈利的状况，降低投资风险。 - 定价历程：该公司最初IPO价格区间为35-39美元，后因市场认购热情高涨等因素上调至41-43美元，最终定价为45美元，定价上调幅度较大，存在一定估值溢价风险，若股价能回调至最初定价区间或以下，投资安全性会更高。
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浪哥就是我
浪哥就是我
·
08-07
那句经典的话怎么说来着，别人贪婪我恐惧，别人恐惧我贪婪。
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看得我胆战心惊，今天开盘时按住了想参与的心，完全把握不住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/492741397287632","isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091138783158380","authorId":"4091138783158380","name":"浪哥就是我","avatar":"https://static.tigerbbs.com/7494088d4ba18b2f024e6eaec93858d0","crmLevel":8,"crmLevelSwitch":0,"idStr":"4091138783158380","authorIdStr":"4091138783158380"},"content":"这种股票，一念天堂一念地狱，低点没踏上，后面就要留心了。","text":"这种股票，一念天堂一念地狱，低点没踏上，后面就要留心了。","html":"这种股票，一念天堂一念地狱，低点没踏上，后面就要留心了。"},{"author":{"id":"4220779438837042","authorId":"4220779438837042","name":"Gan22222","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4220779438837042","authorIdStr":"4220779438837042"},"content":"买入半个钟亏了10个点","text":"买入半个钟亏了10个点","html":"买入半个钟亏了10个点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492330181472720,"gmtCreate":1761218801202,"gmtModify":1761218803265,"author":{"id":"4091138783158380","authorId":"4091138783158380","name":"浪哥就是我","avatar":"https://static.tigerbbs.com/7494088d4ba18b2f024e6eaec93858d0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091138783158380","authorIdStr":"4091138783158380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$ </a> 标记一下，就是这个股票，入市当天让我美股所有收益归零并转负。割肉后，从此开始后半年的阴亏。不要赌博妄想赚便宜钱。在玩家和机构眼里，散户想捡便宜的就是该被收割的。","listText":"<a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$ </a> 标记一下，就是这个股票，入市当天让我美股所有收益归零并转负。割肉后，从此开始后半年的阴亏。不要赌博妄想赚便宜钱。在玩家和机构眼里，散户想捡便宜的就是该被收割的。","text":"$Firefly Aerospace Inc.(FLY)$ 标记一下，就是这个股票，入市当天让我美股所有收益归零并转负。割肉后，从此开始后半年的阴亏。不要赌博妄想赚便宜钱。在玩家和机构眼里，散户想捡便宜的就是该被收割的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/492330181472720","isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":9,"crmLevelSwitch":1,"idStr":"3474411519869882","authorIdStr":"3474411519869882"},"content":"有涨的趋势了，楼主","text":"有涨的趋势了，楼主","html":"有涨的趋势了，楼主"},{"author":{"id":"4099649580870740","authorId":"4099649580870740","name":"huoniao326","avatar":"https://static.tigerbbs.com/d9e1236e2f11de38a8d068ad0d586d63","crmLevel":9,"crmLevelSwitch":0,"idStr":"4099649580870740","authorIdStr":"4099649580870740"},"content":"多么痛的领悟，成长总是需要经历风雨才能见彩虹","text":"多么痛的领悟，成长总是需要经历风雨才能见彩虹","html":"多么痛的领悟，成长总是需要经历风雨才能见彩虹"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492541435641944,"gmtCreate":1761218166969,"gmtModify":1761218170318,"author":{"id":"4091138783158380","authorId":"4091138783158380","name":"浪哥就是我","avatar":"https://static.tigerbbs.com/7494088d4ba18b2f024e6eaec93858d0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091138783158380","authorIdStr":"4091138783158380"},"themes":[],"htmlText":"Replying 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早知道挂个0.7都赚麻了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492541435641944","repostId":"492163342336216","repostType":1,"repost":{"id":492163342336216,"gmtCreate":1761177809086,"gmtModify":1761177811150,"author":{"id":"4091138783158380","authorId":"4091138783158380","name":"浪哥就是我","avatar":"https://static.tigerbbs.com/7494088d4ba18b2f024e6eaec93858d0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091138783158380","authorIdStr":"4091138783158380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> 求教，0.5-1购买的兄弟，大家从哪里得到的消息？","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> 求教，0.5-1购买的兄弟，大家从哪里得到的消息？","text":"$Beyond Meat, Inc.(BYND)$ 求教，0.5-1购买的兄弟，大家从哪里得到的消息？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492163342336216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492163342336216,"gmtCreate":1761177809086,"gmtModify":1761177811150,"author":{"id":"4091138783158380","authorId":"4091138783158380","name":"浪哥就是我","avatar":"https://static.tigerbbs.com/7494088d4ba18b2f024e6eaec93858d0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091138783158380","authorIdStr":"4091138783158380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a> 求教，0.5-1购买的兄弟，大家从哪里得到的消息？","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$ 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纯纯垃圾，浪费时间和金钱，认亏离场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471982031757992","isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467632067301832,"gmtCreate":1755184665388,"gmtModify":1755184667227,"author":{"id":"4091138783158380","authorId":"4091138783158380","name":"浪哥就是我","avatar":"https://static.tigerbbs.com/7494088d4ba18b2f024e6eaec93858d0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091138783158380","authorIdStr":"4091138783158380"},"themes":[],"htmlText":"唉，一看这个k线就知道好多人站在高处。现在好多这样的盘，炒作割韭菜。大家都注意点，天上不光掉馅饼。","listText":"唉，一看这个k线就知道好多人站在高处。现在好多这样的盘，炒作割韭菜。大家都注意点，天上不光掉馅饼。","text":"唉，一看这个k线就知道好多人站在高处。现在好多这样的盘，炒作割韭菜。大家都注意点，天上不光掉馅饼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467632067301832","repostId":"2559981185","repostType":4,"repost":{"id":"2559981185","kind":"news","pubTimestamp":1755120600,"share":"https://www.laohu8.com/m/news/2559981185?lang=&edition=full","pubTime":"2025-08-14 05:30","market":"us","language":"zh","title":"“币圈”又一大热股来了！CoinDesk母公司Bullish美股首秀收涨近84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2559981185","media":"华尔街见闻","summary":"美东时间8月13日周三，知名加密货币行业媒体CoinDesk的母公司、数字资产交易平台Bullish以BLSH为股票交易代码在纽交所上市，上市首日股价盘中翻倍大涨，成为继\"稳定币第一股\"Circle之后今年美股又一热门“币圈”新股。Bullish股票开盘价报90美元，较37美元的IPO发行价大涨143%，随后股价一度触及118美元，涨幅接近219%，公司市值飙升至逾170亿美元。IPO定价超预期 机构需求旺盛Bullish此次IPO表现远超传统IPO首日20%至30%的理想涨幅标准。","content":"<html><head></head><body><blockquote><p>Bullish的发行价已较本周上调后的指导区间高逾10%，IPO募资11亿美元，开盘价又较发行价高143%，盘中涨幅一度超过200%，收涨近84%。此前贝莱德等机构已有总计2亿美元的认购意向。</p></blockquote><p style=\"text-align: justify;\">继稳定币发行方Circle之后，今年美股上市的又一“币圈”新贵首秀亮眼。</p><p style=\"text-align: justify;\">美东时间8月13日周三，知名加密货币行业媒体CoinDesk的母公司、数字资产交易平台Bullish以BLSH为股票交易代码在纽交所上市，上市首日股价盘中翻倍大涨，成为继"稳定币第一股"Circle之后今年美股又一热门“币圈”新股。</p><p style=\"text-align: justify;\">Bullish股票开盘价报90美元，较37美元的IPO发行价大涨143%，随后股价一度触及118美元，涨幅接近219%，公司市值飙升至逾170亿美元。该个股因波动剧烈多次临时暂停交易，到收盘报68美元，日内涨近84%，市值接近100亿美元。在美股盘后交易中再涨近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8675d5f45edc31e83029046e1f01e669\" tg-width=\"841\" tg-height=\"837\"/></p><p style=\"text-align: justify;\">Bullish此次37美元的发行价意味着，IPO募资规模11亿美元、公司估值由此达到54.1亿美元，而且上市发行价远超指导区间，凸显机构投资者对加密行业制度化进程的强烈信心。</p><p style=\"text-align: justify;\">贝莱德和“木头姐”Cathie Wood的ARK Invest等重量级机构已表态有意认购最高2亿美元股份，为发行提供了坚实基石。</p><p style=\"text-align: justify;\">Bullish由前纽交所总裁Tom Farley领导，获科技亿万富翁Peter Thiel支持，专注服务机构投资者。公司旗下拥有加密新闻网站CoinDesk，自2021年推出以来平台总交易量已超1.25万亿美元。</p><h2 id=\"ipo\">IPO定价超预期 机构需求旺盛</h2><p style=\"text-align: justify;\">Bullish此次IPO表现远超传统IPO首日20%至30%的理想涨幅标准。</p><p style=\"text-align: justify;\">公司最终发行价37美元明显高于本周上调后的指导区间32至33美元，较该区间高12.1%至15.6%，更是远超最初的指导区间28至31美元，相比最初区间高19.4%至32.1%。</p><p style=\"text-align: justify;\">Bullish的CEOTom Farley在接受媒体采访时表示：</p><blockquote><p style=\"text-align: justify;\">“加密货币的上一轮增长，也就是过去十年，基本上都是散户投资……而机构投资者的浪潮已经开始。它已经到来，问题只是规模会有多大。基于我们IPO迄今的反响，机构投资者似乎认为，现在可能就是那个时刻。"</p></blockquote><p style=\"text-align: justify;\">为防止股价过度波动，Bullish将约20%的发行份额分配给个人投资者，高于通常不到10%的比例。公司在发行前已获得贝莱德和ARK Invest等知名机构总计2亿美元的认购意向，展现了华尔街对加密交易平台的浓厚兴趣。</p><h2 id=\"id_567350515\">加密企业IPO热潮持续升温</h2><p style=\"text-align: justify;\">Bullish是今年美股市场加密企业上市潮中的重要一员。今年6月，稳定币发行商Circle成功上市并募资超10亿美元，首日股价飙升168%。此外，Mike Novogratz的Galaxy Digital已从多伦多转至纳斯达克交易，股票和加密交易应用eToro的IPO估值达54亿美元。</p><p style=\"text-align: justify;\">加密托管初创公司BitGo和加密交易所Gemini也已秘密提交美国上市申请。这一上市热潮得益于特朗普政府对加密行业的友好态度，总统承诺让美国成为"世界加密货币之都"。</p><p style=\"text-align: justify;\">今年以来美国IPO市场表现强劲，价值超5000万美元的IPO数量同比增长58%至133宗。今年上市公司平均较发行价上涨25%，而过去五年的IPO平均表现均低于发行价20%以上。</p><h2 id=\"52e45153\">二次上市尝试获得成功</h2><p style=\"text-align: justify;\">这是Bullish四年来第二次尝试上市。公司曾在2021-2022年加密牛市期间计划通过SPAC合并上市，估值约90亿美元，但该交易在2022年11月FTX交易所崩盘等一系列加密公司倒闭事件后告吹。</p><p style=\"text-align: justify;\">2023年，Bullish从陷入财务困境的Digital Currency Group收购了加密行业权威媒体CoinDesk。截至今年3月，Bullish平台日均交易量达26亿美元，主要面向机构客户提供数字资产现货和衍生品交易服务。</p><p style=\"text-align: justify;\">公司获得Peter Thiel的Founders Fund和对冲基金经理Louis Bacon等知名投资者支持。Farley表示，随着比特币屡创新高和监管环境改善，"市场正在为区块链技术驱动全球主要金融业务的潜力定价"。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“币圈”又一大热股来了！CoinDesk母公司Bullish美股首秀收涨近84%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“币圈”又一大热股来了！CoinDesk母公司Bullish美股首秀收涨近84%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-14 05:30 北京时间 <a href=https://wallstreetcn.com/articles/3753265><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bullish的发行价已较本周上调后的指导区间高逾10%，IPO募资11亿美元，开盘价又较发行价高143%，盘中涨幅一度超过200%，收涨近84%。此前贝莱德等机构已有总计2亿美元的认购意向。继稳定币发行方Circle之后，今年美股上市的又一“币圈”新贵首秀亮眼。美东时间8月13日周三，知名加密货币行业媒体CoinDesk的母公司、数字资产交易平台Bullish以BLSH为股票交易代码在纽交所上市...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3753265\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{"BLSH":"Bullish"},"source_url":"https://wallstreetcn.com/articles/3753265","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2559981185","content_text":"Bullish的发行价已较本周上调后的指导区间高逾10%，IPO募资11亿美元，开盘价又较发行价高143%，盘中涨幅一度超过200%，收涨近84%。此前贝莱德等机构已有总计2亿美元的认购意向。继稳定币发行方Circle之后，今年美股上市的又一“币圈”新贵首秀亮眼。美东时间8月13日周三，知名加密货币行业媒体CoinDesk的母公司、数字资产交易平台Bullish以BLSH为股票交易代码在纽交所上市，上市首日股价盘中翻倍大涨，成为继\"稳定币第一股\"Circle之后今年美股又一热门“币圈”新股。Bullish股票开盘价报90美元，较37美元的IPO发行价大涨143%，随后股价一度触及118美元，涨幅接近219%，公司市值飙升至逾170亿美元。该个股因波动剧烈多次临时暂停交易，到收盘报68美元，日内涨近84%，市值接近100亿美元。在美股盘后交易中再涨近10%。Bullish此次37美元的发行价意味着，IPO募资规模11亿美元、公司估值由此达到54.1亿美元，而且上市发行价远超指导区间，凸显机构投资者对加密行业制度化进程的强烈信心。贝莱德和“木头姐”Cathie Wood的ARK Invest等重量级机构已表态有意认购最高2亿美元股份，为发行提供了坚实基石。Bullish由前纽交所总裁Tom Farley领导，获科技亿万富翁Peter Thiel支持，专注服务机构投资者。公司旗下拥有加密新闻网站CoinDesk，自2021年推出以来平台总交易量已超1.25万亿美元。IPO定价超预期 机构需求旺盛Bullish此次IPO表现远超传统IPO首日20%至30%的理想涨幅标准。公司最终发行价37美元明显高于本周上调后的指导区间32至33美元，较该区间高12.1%至15.6%，更是远超最初的指导区间28至31美元，相比最初区间高19.4%至32.1%。Bullish的CEOTom Farley在接受媒体采访时表示：“加密货币的上一轮增长，也就是过去十年，基本上都是散户投资……而机构投资者的浪潮已经开始。它已经到来，问题只是规模会有多大。基于我们IPO迄今的反响，机构投资者似乎认为，现在可能就是那个时刻。\"为防止股价过度波动，Bullish将约20%的发行份额分配给个人投资者，高于通常不到10%的比例。公司在发行前已获得贝莱德和ARK Invest等知名机构总计2亿美元的认购意向，展现了华尔街对加密交易平台的浓厚兴趣。加密企业IPO热潮持续升温Bullish是今年美股市场加密企业上市潮中的重要一员。今年6月，稳定币发行商Circle成功上市并募资超10亿美元，首日股价飙升168%。此外，Mike Novogratz的Galaxy Digital已从多伦多转至纳斯达克交易，股票和加密交易应用eToro的IPO估值达54亿美元。加密托管初创公司BitGo和加密交易所Gemini也已秘密提交美国上市申请。这一上市热潮得益于特朗普政府对加密行业的友好态度，总统承诺让美国成为\"世界加密货币之都\"。今年以来美国IPO市场表现强劲，价值超5000万美元的IPO数量同比增长58%至133宗。今年上市公司平均较发行价上涨25%，而过去五年的IPO平均表现均低于发行价20%以上。二次上市尝试获得成功这是Bullish四年来第二次尝试上市。公司曾在2021-2022年加密牛市期间计划通过SPAC合并上市，估值约90亿美元，但该交易在2022年11月FTX交易所崩盘等一系列加密公司倒闭事件后告吹。2023年，Bullish从陷入财务困境的Digital Currency Group收购了加密行业权威媒体CoinDesk。截至今年3月，Bullish平台日均交易量达26亿美元，主要面向机构客户提供数字资产现货和衍生品交易服务。公司获得Peter Thiel的Founders Fund和对冲基金经理Louis Bacon等知名投资者支持。Farley表示，随着比特币屡创新高和监管环境改善，\"市场正在为区块链技术驱动全球主要金融业务的潜力定价\"。","news_type":1,"symbols_score_info":{"BLSH":1}},"isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465117178961936,"gmtCreate":1754579762977,"gmtModify":1754581348948,"author":{"id":"4091138783158380","authorId":"4091138783158380","name":"浪哥就是我","avatar":"https://static.tigerbbs.com/7494088d4ba18b2f024e6eaec93858d0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091138783158380","authorIdStr":"4091138783158380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$ </a> Firefly Aerospace目前已上市，发行价为45美元。从其财务状况和行业估值等角度分析，若股价能回调至35-39美元区间或以下，可能是相对更具性价比的入手时机。具体分析如下： - 估值对比：航天行业平均EV/Revenue倍数约为10-15x，Firefly Aerospace在2025年第一季度收入5586万美元，年化收入约2.23亿美元，若按15x的EV/Revenue倍数计算，其估值约为33.45亿美元，对应股价约为35美元左右（按发行股数等数据粗略估算），此价格以下入手相对更符合行业常规估值水平。 - 财务状况：公司2023年、2024年持续净亏损，分别为1.35亿美元、2.31亿美元，高亏损和高研发支出会对股价产生一定压力，从财务角度看，较低的股价能更好地匹配其目前尚未盈利的状况，降低投资风险。 - 定价历程：该公司最初IPO价格区间为35-39美元，后因市场认购热情高涨等因素上调至41-43美元，最终定价为45美元，定价上调幅度较大，存在一定估值溢价风险，若股价能回调至最初定价区间或以下，投资安全性会更高。","listText":"<a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$ </a> Firefly Aerospace目前已上市，发行价为45美元。从其财务状况和行业估值等角度分析，若股价能回调至35-39美元区间或以下，可能是相对更具性价比的入手时机。具体分析如下： - 估值对比：航天行业平均EV/Revenue倍数约为10-15x，Firefly Aerospace在2025年第一季度收入5586万美元，年化收入约2.23亿美元，若按15x的EV/Revenue倍数计算，其估值约为33.45亿美元，对应股价约为35美元左右（按发行股数等数据粗略估算），此价格以下入手相对更符合行业常规估值水平。 - 财务状况：公司2023年、2024年持续净亏损，分别为1.35亿美元、2.31亿美元，高亏损和高研发支出会对股价产生一定压力，从财务角度看，较低的股价能更好地匹配其目前尚未盈利的状况，降低投资风险。 - 定价历程：该公司最初IPO价格区间为35-39美元，后因市场认购热情高涨等因素上调至41-43美元，最终定价为45美元，定价上调幅度较大，存在一定估值溢价风险，若股价能回调至最初定价区间或以下，投资安全性会更高。","text":"$Firefly Aerospace Inc.(FLY)$ Firefly Aerospace目前已上市，发行价为45美元。从其财务状况和行业估值等角度分析，若股价能回调至35-39美元区间或以下，可能是相对更具性价比的入手时机。具体分析如下： - 估值对比：航天行业平均EV/Revenue倍数约为10-15x，Firefly Aerospace在2025年第一季度收入5586万美元，年化收入约2.23亿美元，若按15x的EV/Revenue倍数计算，其估值约为33.45亿美元，对应股价约为35美元左右（按发行股数等数据粗略估算），此价格以下入手相对更符合行业常规估值水平。 - 财务状况：公司2023年、2024年持续净亏损，分别为1.35亿美元、2.31亿美元，高亏损和高研发支出会对股价产生一定压力，从财务角度看，较低的股价能更好地匹配其目前尚未盈利的状况，降低投资风险。 - 定价历程：该公司最初IPO价格区间为35-39美元，后因市场认购热情高涨等因素上调至41-43美元，最终定价为45美元，定价上调幅度较大，存在一定估值溢价风险，若股价能回调至最初定价区间或以下，投资安全性会更高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465117178961936","isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464955972030672,"gmtCreate":1754539751126,"gmtModify":1754539753155,"author":{"id":"4091138783158380","authorId":"4091138783158380","name":"浪哥就是我","avatar":"https://static.tigerbbs.com/7494088d4ba18b2f024e6eaec93858d0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091138783158380","authorIdStr":"4091138783158380"},"themes":[],"htmlText":"那句经典的话怎么说来着，别人贪婪我恐惧，别人恐惧我贪婪。","listText":"那句经典的话怎么说来着，别人贪婪我恐惧，别人恐惧我贪婪。","text":"那句经典的话怎么说来着，别人贪婪我恐惧，别人恐惧我贪婪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464955972030672","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}