现在这种巨头不断上调_老虎社区_美港股上老虎

现在这种巨头不断上调capex指引的环境里，那些不肯上调25、26年业绩指引的公司，得好好琢磨琢磨，到底是管理层进取心不够，还是在产业链里的位置不行 $Arista Networks, Inc.(ANET)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":497010903605512,"tweetId":"497010903605512","gmtCreate":1762348724082,"gmtModify":1762348726717,"author":{"id":10000000000010492,"idStr":"10000000000010491","authorId":10000000000010492,"authorIdStr":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":153,"starInvestorFlag":false},"themes":[{"themeId":"dc746adf17ff4c05971a7eb2ba46f362","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"Unity、Snap绩后大涨！AI应用看好哪家？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":dc746adf17ff4c05971a7eb2ba46f362}&rnconfig={\"headerBarHidden\": true}","description":"11月第一周，多家AI应用股财报将陆续发布：\n1）AI核心/基础模型应用类：Palantir (PLTR) 、Tempus AI (TEM) 、Zeta Global (ZETA) 、SoundHound AI (SOUN) ；\n2）电商与营销AI：Shopify (SHOP) 、Pinterest (PINS) 、The Trade Desk (TTD) 、Klaviyo (KVYO) 、HubSpot (HUBS) ；\n3）云计算与AI基础设施：Datadog (DDOG) 、Cloudflare (NET) 、Fastly (FSLY) ；\n4）医疗与个护AI：Hims & Hers Health (HIMS) 、Doximity (DOCS) ；\n5）内容与创意AI：Unity Software (U) 、Figma (FIG) 、Duolingo (DUOL) 、Snap (SNAP) 、AppLovin (APP)等 。\nAI商业化落地，有你关注的公司吗？本周财报，哪家有机会大涨？","image":"https://static.tigerbbs.com/a6ccc13a8f49d9261ff22e2df815d6c5"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>现在这种巨头不断上调capex指引的环境里，那些不肯上调25、26年业绩指引的公司，得好好琢磨琢磨，到底是管理层进取心不够，还是在产业链里的位置不行 <a data-mention-id=\"ANET\" class=\"teditor-mention\" data-mention-name=\"Arista Networks, Inc.\" href=\"https://laohu8.com/S/ANET\">$Arista Networks, Inc.(ANET)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>现在这种巨头不断上调capex指引的环境里，那些不肯上调25、26年业绩指引的公司，得好好琢磨琢磨，到底是管理层进取心不够，还是在产业链里的位置不行 <a data-mention-id=\"ANET\" class=\"teditor-mention\" data-mention-name=\"Arista Networks, Inc.\" href=\"https://laohu8.com/S/ANET\">$Arista Networks, Inc.(ANET)$</a> </p></body></html>","text":"现在这种巨头不断上调capex指引的环境里，那些不肯上调25、26年业绩指引的公司，得好好琢磨琢磨，到底是管理层进取心不够，还是在产业链里的位置不行 $Arista Networks, Inc.(ANET)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/497010903605512","repostId":0,"isVote":1,"tweetType":1,"viewCount":764,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ANET"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":161,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}