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FLY上市不及预期!大跌后还有机会吗?
美国Firefly Aerospace(萤火虫航天)IPO首日收涨34%,次日股价大跌近17%。【Firefly大跌后,还有上车机会吗?后市你是看多or看空?】 ——参与预测,瓜分虎币大奖!
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一路走来cd
一路走来cd
·
08-12
$Firefly Aerospace Inc.(FLY)$
继续调整,等机会。 这业绩还没看到具体变化呢
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
08-11
萤火虫有火箭业务,但成功率和发射频率不行,一旦火箭发射失败,就会引发抛售。现阶段我不会买萤火虫。就算它估值到35亿,我最多买5%仓位观望,因为流通股太少,主力会继续向下洗盘,直到散户交出筹码。
$Firefly Aerospace Inc.(FLY)$
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一路走来cd
一路走来cd
·
08-11
$Firefly Aerospace Inc.(FLY)$
多等等,估值不够,题材不是太性感
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428
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草凡借箭
草凡借箭
·
08-11
$Firefly Aerospace Inc.(FLY)$
一家尚未实现盈利、现金流持续为负、年度亏损超2亿美元的商业航天公司,还能顺利推进IPO,核心逻辑就是firefly在商业航天领域的独特竞争力
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韭菜ooo
韭菜ooo
·
08-11
$Firefly Aerospace Inc.(FLY)$
Firefly是美国历史上第一家将探测器稳定送上月球的民营企业,即便是马斯克的 SpaceX,至今也尚未实现这一成就,做多
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赤砂之蝎
赤砂之蝎
·
08-10
已经被套了怎么办要割吗
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一路走来cd
一路走来cd
·
08-09
可以的, 努力打新。 分红打新红利。
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391
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爱吃苹果的小李
爱吃苹果的小李
·
08-08
又一个蹭太空热圈钱的IPO,没上市前记录是发射6次失败4次。最重点是有不诚实的CEO及管理团队,这么烂。这么贵的股价,还有人买?上市第一天就血流成河
$Firefly Aerospace Inc.(FLY)$
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重生之我是鲍威尔
重生之我是鲍威尔
·
08-08
下周一开期权时间窗口不好。本来想当meme炒作
$Firefly Aerospace Inc.(FLY)$
和
$Circle Internet Corp.(CRCL)$
,看起来没戏,跌25%破发再入。
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618
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独角兽早知道
独角兽早知道
·
08-08
首日涨超34%!美股2025年最强太空新股上市,美国历史上第一家把探测器稳定送上月球的民营公司
8月7日,美国商业航天公司Firefly Aerospace (FLY.US)成功登陆纳斯达克,成为继Rocket Lab之后又一家闯出稳定增长路径的民营火箭企业。此次IPO,Firefly将发行股份数量增至1930万股,定价45美元,募资约8.68亿美元,高于此前计划。市场对其股票需求旺盛,认购订单是原计划发行量的10倍。 截至8月7日收盘,Firefly Aerospace (FLY.US)涨34.11%,报60.35美元,市值84.82亿美元。
$Firefly Aerospace Inc.(FLY)$
综合 | 招股书 华尔街见闻 编辑 | Echo 本文仅为信息交流之用,不构成任何交易建议 Firefly Aerospace成立于2014年,最初名为Firefly Space Systems。2017年因投资人撤资,公司资金断裂并申请破产保护。后由乌克兰企业家Max Polyakov收购资产并重启运营。然而,Polyakov也在2022年因美国政府国家安全压力被迫退出持股。 这家总部位于得克萨斯州的航天科技企业专注于月球着陆器、运载火箭等太空技术的研发。 Firefly真正赢得市场信任的,是今年3月完成的一项里程碑式任务:旗下“蓝幽灵”(Blue Ghost)探测器成功在月球表面软着陆,并保持完整姿态。这是目前唯一一台实现稳定着陆的私营月球探测器。 Firefly不仅是NASA合作方,还接连获得多项登月合同。今年其第四次登月任务已获得NASA 1.77亿美元的资助。公司现役的Alpha小型火箭虽有起伏,但也逐步积累可靠性,并计划将IPO资金用于加速Alpha的发射频率。 同时,Firefly也在与北美航空巨头Northrop Grumman合作开发更大型的Eclipse火箭,
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首日涨超34%!美股2025年最强太空新股上市,美国历史上第一家把探测器稳定送上月球的民营公司
好人有好鲍
好人有好鲍
·
08-08
Replying to
@柯大虾
:???//
@柯大虾
:我预测的 $Firefly Aerospace Inc.(FLY)$ IPO 首日收盘价168美元
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wxl王先生
wxl王先生
·
08-08
是真不要脸啊
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wxl王先生
wxl王先生
·
08-08
真垃圾
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人生舵手__小琳
人生舵手__小琳
·
08-07
$Firefly Aerospace Inc.(FLY)$
冲冲冲
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ruan_7128
ruan_7128
·
08-07
$Firefly Aerospace Inc.(FLY)$
估计是能翻倍的,加油!
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日月星尘
日月星尘
·
08-07
冲啊
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三分钟学财经
三分钟学财经
·
08-07
冲火箭🚀还是冲这个?想问问今晚冲
$WhiteFiber, Inc.(WYFI)$
,还是冲
$Firefly Aerospace Inc.(FLY)$
?这个的估值大概多少钱了呢?
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存钱游乐场
存钱游乐场
·
08-07
现在都疯了,刚上市就割韭菜,这点收入就定价这么高,太虚高了吧。
$Firefly Aerospace Inc.(FLY)$
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492
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daaimen
daaimen
·
08-07
$Firefly Aerospace Inc.(FLY)$
36
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593
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2
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LANCER001
LANCER001
·
08-07
$Firefly Aerospace Inc.(FLY)$
大涨
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加载更多
独角兽早知道
独角兽早知道
·
08-08
首日涨超34%!美股2025年最强太空新股上市,美国历史上第一家把探测器稳定送上月球的民营公司
8月7日,美国商业航天公司Firefly Aerospace (FLY.US)成功登陆纳斯达克,成为继Rocket Lab之后又一家闯出稳定增长路径的民营火箭企业。此次IPO,Firefly将发行股份数量增至1930万股,定价45美元,募资约8.68亿美元,高于此前计划。市场对其股票需求旺盛,认购订单是原计划发行量的10倍。 截至8月7日收盘,Firefly Aerospace (FLY.US)涨34.11%,报60.35美元,市值84.82亿美元。
$Firefly Aerospace Inc.(FLY)$
综合 | 招股书 华尔街见闻 编辑 | Echo 本文仅为信息交流之用,不构成任何交易建议 Firefly Aerospace成立于2014年,最初名为Firefly Space Systems。2017年因投资人撤资,公司资金断裂并申请破产保护。后由乌克兰企业家Max Polyakov收购资产并重启运营。然而,Polyakov也在2022年因美国政府国家安全压力被迫退出持股。 这家总部位于得克萨斯州的航天科技企业专注于月球着陆器、运载火箭等太空技术的研发。 Firefly真正赢得市场信任的,是今年3月完成的一项里程碑式任务:旗下“蓝幽灵”(Blue Ghost)探测器成功在月球表面软着陆,并保持完整姿态。这是目前唯一一台实现稳定着陆的私营月球探测器。 Firefly不仅是NASA合作方,还接连获得多项登月合同。今年其第四次登月任务已获得NASA 1.77亿美元的资助。公司现役的Alpha小型火箭虽有起伏,但也逐步积累可靠性,并计划将IPO资金用于加速Alpha的发射频率。 同时,Firefly也在与北美航空巨头Northrop Grumman合作开发更大型的Eclipse火箭,
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首日涨超34%!美股2025年最强太空新股上市,美国历史上第一家把探测器稳定送上月球的民营公司
小虎活动
小虎活动
·
08-05
【回复有奖】预测“登月新星” FLY上市首日收盘价,抢888虎币!🚀🚀
“登月新星” 即将登陆美股!美国私人航天企业
$Firefly Aerospace Inc.(FLY)$
将于本周四(8月7日)挂牌纳斯达克。你觉得它上市首日的收盘价会是多少?快来参与预测,瓜分888虎币大奖!🚀📌关键信息速览Firefly成立于2017年,总部位于美国德州,是一家集火箭、太空拖船和月球着陆器研发与制造于一体的企业。公司以“端到端太空任务服务商”自居,具备从设计、制造到发射全链条能力,曾成功完成多次卫星发射任务,其月球着陆器“Blue Ghost”已在NASA项目中实现商用登月。此次IPO定价区间已由原先的35–39美元上调至41–43美元,估值相应提升至超过60亿美元。Firefly拟募资近7亿美元,由高盛、摩根大通、富国银行等担任承销商。根据路演反馈,市场认购热度极高,超额认购倍数已达两位数,被称为“年度最受瞩目的科技IPO之一”。🚀业务亮点Firefly的业务核心包括小型火箭Alpha、高响应登月器Blue Ghost、中型可重复使用火箭Eclipse(与诺斯罗普·格鲁曼共同开发)以及轨道中转平台Elytra,构建出覆盖地球轨道与月球表面的综合商业发射方案。公司客户包括NASA、美国国防部、洛克希德马丁、L3Harris等政府与军工巨头,具备较强的政府订单获取能力。其中:Alpha火箭:可快速响应卫星发射,已服务美国太空部队任务Blue Ghost登月器:2025年成功完成NASA任务,完成14天月面运行Elytra轨道平台、Eclipse可重复火箭正在推进中,布局未来太空中转与回收市场📈财务数据2025年第一季度,Firefly营收达5586万美元,同比增长572%;同期净亏损为6010万美元,仍处于高投入扩张阶段。尽管尚未盈利,但公司截至2025年3月底的积压订单总额已达
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【回复有奖】预测“登月新星” FLY上市首日收盘价,抢888虎币!🚀🚀
小虎活动
小虎活动
·
08-06
【回复有奖】WYFI能否复制CRWV的表现,来猜猜它的收盘价?
AI领域又迎来一位新选手!
$WhiteFiber, Inc.(WYFI)$
即将登陆纳斯达克,计划募资1.3亿美元,发行价区间定在15–17美元。作为Bit Digital旗下分拆出的明星子公司,Whitefiber被认为是“小体量版的
$CoreWeave, Inc.(CRWV)$
”——而后者自IPO以来股价已累计上涨近180%。 你觉得Whitefiber能否延续这波热度?上市首日的收盘价会是多少?快来参与预测,瓜分888虎币大奖!🚀📌公司亮点一览
$WhiteFiber, Inc.(WYFI)$
是Bit Digital分拆出的AI算力公司,主营高性能计算(HPC)数据中心和云服务,重点服务生成式AI、机器学习等客户群体。公司拥有Tier-3标准的数据中心、超高密度电源与液冷系统,并结合自研云平台,为中小企业和科研客户提供GPU集群部署、托管、训练推理一体化解决方案。AI基础设施正成为资本市场最受欢迎的赛道之一。今年以来,CoreWeave、Voyager、Circle等科技公司相继上市并获得资金热捧。Whitefiber的上市不仅延续这一趋势,更因其独特的“AI+区块链”背景和轻量级模式,引发了投资者对“下一个爆发点”的期待。Whitefiber近期披露第二季度预估财务数据显示:收入预计达1770万至1960万美元,成本部分(扣除折旧)预计674万至740万美元,折算出毛利率约60%—64%。该利润水平显著高于母公司Bit Digital近年来整体毛利率(年报数据显示42%。母公司Bit Digital近期对其加密货币战略进行
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【回复有奖】WYFI能否复制CRWV的表现,来猜猜它的收盘价?
Shyon
Shyon
·
08-06
我预测
$WhiteFiber, Inc.(WYFI)$
的上市首日收盘价将达到 26.40美元。 📌 理由如下: 1️⃣ AI+HPC双概念加持,热点聚焦效应强 WhiteFiber具备当前最炙手可热的“生成式AI”+“高性能计算”双标签,同时背靠Bit Digital,拥有区块链基础与GPU部署经验,加上CoreWeave的成功带动,投资者情绪已被充分调动。 2️⃣ 基本面优于预期,毛利率突出 根据预估数据,WhiteFiber Q2毛利率高达60%–64%,远高于同行平均水平,说明其轻资产运营+高密度计算模式具备较强竞争力,容易获得成长型估值溢价。 3️⃣ 发行体量小+市场热度高,炒作空间大 拟募资仅1.3亿美元,属于轻体量IPO,参考CoreWeave的走势,首日易被资金炒高。市场当前对“边缘AI基础设施”有较高预期,短期投机资金或积极参与。 📈 综合判断:开盘预计在20–22美元,高点冲击30美元以上,若盘中不出现强力抛压,收盘价大概率站稳25美元以上,个人预估为26.40美元。
@爱发红包的虎妞
@小虎活动
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Shyon
Shyon
·
08-06
我预测
$Firefly Aerospace Inc.(FLY)$
的首日收盘价将达到 70.20美元。 原因如下: 🚀 太空赛道“交付型”独角兽稀缺性高:不同于过去的PPT航天公司,Firefly已完成多次任务落地,有实绩、有NASA合作、有军方订单。硬科技的“兑现力”决定它更容易获得高估值溢价。 🔥 超高认购热度+市场稀缺筹码:据传本次IPO的认购倍数超过10倍,浮动筹码有限,一旦开盘被爆炒,资金抢筹或会推高价格快速突破50–60美元区间。 📈 新经济与“太空资产”估值切换窗口打开:在Circle等新科技公司点燃IPO市场热情后,Firefly作为“硬科技+军工航天”代表,更容易吸引机构和情绪资金参与博弈。 我判断,开盘价可能冲上55~58美元区间,高点测试75美元附近,尾盘若资金维持热度,则70美元是较为合理的强势收盘位置。
@小虎活动
@爱发红包的虎妞
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鹿鼎公韦小宝
鹿鼎公韦小宝
·
08-11
萤火虫有火箭业务,但成功率和发射频率不行,一旦火箭发射失败,就会引发抛售。现阶段我不会买萤火虫。就算它估值到35亿,我最多买5%仓位观望,因为流通股太少,主力会继续向下洗盘,直到散户交出筹码。
$Firefly Aerospace Inc.(FLY)$
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草凡借箭
草凡借箭
·
08-11
$Firefly Aerospace Inc.(FLY)$
一家尚未实现盈利、现金流持续为负、年度亏损超2亿美元的商业航天公司,还能顺利推进IPO,核心逻辑就是firefly在商业航天领域的独特竞争力
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一路走来cd
一路走来cd
·
08-12
$Firefly Aerospace Inc.(FLY)$
继续调整,等机会。 这业绩还没看到具体变化呢
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韭菜ooo
韭菜ooo
·
08-11
$Firefly Aerospace Inc.(FLY)$
Firefly是美国历史上第一家将探测器稳定送上月球的民营企业,即便是马斯克的 SpaceX,至今也尚未实现这一成就,做多
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爱吃苹果的小李
爱吃苹果的小李
·
08-08
又一个蹭太空热圈钱的IPO,没上市前记录是发射6次失败4次。最重点是有不诚实的CEO及管理团队,这么烂。这么贵的股价,还有人买?上市第一天就血流成河
$Firefly Aerospace Inc.(FLY)$
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一路走来cd
一路走来cd
·
08-11
$Firefly Aerospace Inc.(FLY)$
多等等,估值不够,题材不是太性感
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重生之我是鲍威尔
重生之我是鲍威尔
·
08-08
下周一开期权时间窗口不好。本来想当meme炒作
$Firefly Aerospace Inc.(FLY)$
和
$Circle Internet Corp.(CRCL)$
,看起来没戏,跌25%破发再入。
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三分钟学财经
三分钟学财经
·
08-07
冲火箭🚀还是冲这个?想问问今晚冲
$WhiteFiber, Inc.(WYFI)$
,还是冲
$Firefly Aerospace Inc.(FLY)$
?这个的估值大概多少钱了呢?
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欲山行
欲山行
·
08-06
$Firefly Aerospace Inc.(FLY)$
如果定价太高就适合短炒情绪,参考FIGMA。等FIG的赌客一转身又去FLY了。都是F字头,这次命运会重演吗?
$Figma(FIG)$
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不离亦不弃
不离亦不弃
·
08-06
$Firefly Neuroscience, Inc.(AIFF)$
我有一种直觉,这票会是最近ipo的票里面最猛的,名字里就带fly那能不起飞吗?我的直觉是非常准的
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草凡借箭
草凡借箭
·
08-07
$Firefly Neuroscience, Inc.(AIFF)$
这个票可以对标fig,短线看绝对没问题,至少发行的时候没问题,后续就看盘面博弈了,个人看多
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草凡借箭
草凡借箭
·
08-06
$Firefly Neuroscience, Inc.(AIFF)$
现在别管啥票上IPO大概率就是暴涨,无脑冲就行,到时候开盘直接一卖,几天的猪脚饭就赚到了
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一路走来cd
一路走来cd
·
08-09
可以的, 努力打新。 分红打新红利。
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韭菜ooo
韭菜ooo
·
08-07
$Firefly Neuroscience, Inc.(AIFF)$
fig简直丧心病狂啊,这周等着firefly 搏一下的会不会怕一二不过三?
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好人有好鲍
好人有好鲍
·
08-08
Replying to
@柯大虾
:???//
@柯大虾
:我预测的 $Firefly Aerospace Inc.(FLY)$ IPO 首日收盘价168美元
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SpaceX,至今也尚未实现这一成就,做多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466394849300592","isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465842612650016,"gmtCreate":1754756342498,"gmtModify":1754792585042,"author":{"id":"4212139880204730","authorId":"4212139880204730","name":"赤砂之蝎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4212139880204730","authorIdStr":"4212139880204730"},"themes":[],"htmlText":"已经被套了怎么办要割吗","listText":"已经被套了怎么办要割吗","text":"已经被套了怎么办要割吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465842612650016","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465631381487864,"gmtCreate":1754704520751,"gmtModify":1754704523030,"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"themes":[],"htmlText":"可以的, 努力打新。 分红打新红利。","listText":"可以的, 努力打新。 分红打新红利。","text":"可以的, 努力打新。 分红打新红利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465631381487864","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465418580430960,"gmtCreate":1754662922854,"gmtModify":1754662924746,"author":{"id":"9000000000000229","authorId":"9000000000000229","name":"爱吃苹果的小李","avatar":"https://static.tigerbbs.com/0eb1ca619238a10298cbe1a12b942794","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000229","authorIdStr":"9000000000000229"},"themes":[],"htmlText":"又一个蹭太空热圈钱的IPO,没上市前记录是发射6次失败4次。最重点是有不诚实的CEO及管理团队,这么烂。这么贵的股价,还有人买?上市第一天就血流成河 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a>","listText":"又一个蹭太空热圈钱的IPO,没上市前记录是发射6次失败4次。最重点是有不诚实的CEO及管理团队,这么烂。这么贵的股价,还有人买?上市第一天就血流成河 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a>","text":"又一个蹭太空热圈钱的IPO,没上市前记录是发射6次失败4次。最重点是有不诚实的CEO及管理团队,这么烂。这么贵的股价,还有人买?上市第一天就血流成河 $Firefly Aerospace Inc.(FLY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/465418580430960","isVote":1,"tweetType":1,"viewCount":2918,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4212139880204730","authorId":"4212139880204730","name":"赤砂之蝎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4212139880204730","authorIdStr":"4212139880204730"},"content":"已经被套了怎么办要割吗","text":"已经被套了怎么办要割吗","html":"已经被套了怎么办要割吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465417153806536,"gmtCreate":1754662789045,"gmtModify":1754662791627,"author":{"id":"9000000000000228","authorId":"9000000000000228","name":"重生之我是鲍威尔","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000228","authorIdStr":"9000000000000228"},"themes":[],"htmlText":"下周一开期权时间窗口不好。本来想当meme炒作 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a> 和 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ,看起来没戏,跌25%破发再入。","listText":"下周一开期权时间窗口不好。本来想当meme炒作 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a> 和 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ,看起来没戏,跌25%破发再入。","text":"下周一开期权时间窗口不好。本来想当meme炒作 $Firefly Aerospace Inc.(FLY)$ 和 $Circle Internet Corp.(CRCL)$ ,看起来没戏,跌25%破发再入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465417153806536","isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465371841925400,"gmtCreate":1754641500310,"gmtModify":1754641617963,"author":{"id":"3536793361837479","authorId":"3536793361837479","name":"独角兽早知道","avatar":"https://static.tigerbbs.com/a67aadbd802be60aa18564342140c851","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536793361837479","authorIdStr":"3536793361837479"},"themes":[],"title":"首日涨超34%!美股2025年最强太空新股上市,美国历史上第一家把探测器稳定送上月球的民营公司","htmlText":"8月7日,美国商业航天公司Firefly Aerospace (FLY.US)成功登陆纳斯达克,成为继Rocket Lab之后又一家闯出稳定增长路径的民营火箭企业。此次IPO,Firefly将发行股份数量增至1930万股,定价45美元,募资约8.68亿美元,高于此前计划。市场对其股票需求旺盛,认购订单是原计划发行量的10倍。 截至8月7日收盘,Firefly Aerospace (FLY.US)涨34.11%,报60.35美元,市值84.82亿美元。 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a> 综合 | 招股书 华尔街见闻 编辑 | Echo 本文仅为信息交流之用,不构成任何交易建议 Firefly Aerospace成立于2014年,最初名为Firefly Space Systems。2017年因投资人撤资,公司资金断裂并申请破产保护。后由乌克兰企业家Max Polyakov收购资产并重启运营。然而,Polyakov也在2022年因美国政府国家安全压力被迫退出持股。 这家总部位于得克萨斯州的航天科技企业专注于月球着陆器、运载火箭等太空技术的研发。 Firefly真正赢得市场信任的,是今年3月完成的一项里程碑式任务:旗下“蓝幽灵”(Blue Ghost)探测器成功在月球表面软着陆,并保持完整姿态。这是目前唯一一台实现稳定着陆的私营月球探测器。 Firefly不仅是NASA合作方,还接连获得多项登月合同。今年其第四次登月任务已获得NASA 1.77亿美元的资助。公司现役的Alpha小型火箭虽有起伏,但也逐步积累可靠性,并计划将IPO资金用于加速Alpha的发射频率。 同时,Firefly也在与北美航空巨头Northrop Grumman合作开发更大型的Eclipse火箭,","listText":"8月7日,美国商业航天公司Firefly Aerospace (FLY.US)成功登陆纳斯达克,成为继Rocket Lab之后又一家闯出稳定增长路径的民营火箭企业。此次IPO,Firefly将发行股份数量增至1930万股,定价45美元,募资约8.68亿美元,高于此前计划。市场对其股票需求旺盛,认购订单是原计划发行量的10倍。 截至8月7日收盘,Firefly Aerospace (FLY.US)涨34.11%,报60.35美元,市值84.82亿美元。 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a> 综合 | 招股书 华尔街见闻 编辑 | Echo 本文仅为信息交流之用,不构成任何交易建议 Firefly Aerospace成立于2014年,最初名为Firefly Space Systems。2017年因投资人撤资,公司资金断裂并申请破产保护。后由乌克兰企业家Max Polyakov收购资产并重启运营。然而,Polyakov也在2022年因美国政府国家安全压力被迫退出持股。 这家总部位于得克萨斯州的航天科技企业专注于月球着陆器、运载火箭等太空技术的研发。 Firefly真正赢得市场信任的,是今年3月完成的一项里程碑式任务:旗下“蓝幽灵”(Blue Ghost)探测器成功在月球表面软着陆,并保持完整姿态。这是目前唯一一台实现稳定着陆的私营月球探测器。 Firefly不仅是NASA合作方,还接连获得多项登月合同。今年其第四次登月任务已获得NASA 1.77亿美元的资助。公司现役的Alpha小型火箭虽有起伏,但也逐步积累可靠性,并计划将IPO资金用于加速Alpha的发射频率。 同时,Firefly也在与北美航空巨头Northrop Grumman合作开发更大型的Eclipse火箭,","text":"8月7日,美国商业航天公司Firefly Aerospace (FLY.US)成功登陆纳斯达克,成为继Rocket Lab之后又一家闯出稳定增长路径的民营火箭企业。此次IPO,Firefly将发行股份数量增至1930万股,定价45美元,募资约8.68亿美元,高于此前计划。市场对其股票需求旺盛,认购订单是原计划发行量的10倍。 截至8月7日收盘,Firefly Aerospace (FLY.US)涨34.11%,报60.35美元,市值84.82亿美元。 $Firefly Aerospace Inc.(FLY)$ 综合 | 招股书 华尔街见闻 编辑 | Echo 本文仅为信息交流之用,不构成任何交易建议 Firefly Aerospace成立于2014年,最初名为Firefly Space Systems。2017年因投资人撤资,公司资金断裂并申请破产保护。后由乌克兰企业家Max Polyakov收购资产并重启运营。然而,Polyakov也在2022年因美国政府国家安全压力被迫退出持股。 这家总部位于得克萨斯州的航天科技企业专注于月球着陆器、运载火箭等太空技术的研发。 Firefly真正赢得市场信任的,是今年3月完成的一项里程碑式任务:旗下“蓝幽灵”(Blue Ghost)探测器成功在月球表面软着陆,并保持完整姿态。这是目前唯一一台实现稳定着陆的私营月球探测器。 Firefly不仅是NASA合作方,还接连获得多项登月合同。今年其第四次登月任务已获得NASA 1.77亿美元的资助。公司现役的Alpha小型火箭虽有起伏,但也逐步积累可靠性,并计划将IPO资金用于加速Alpha的发射频率。 同时,Firefly也在与北美航空巨头Northrop Grumman合作开发更大型的Eclipse火箭,","images":[{"img":"https://static.tigerbbs.com/a2657f72fa0936b400d448cc1fdc5148","width":"1080","height":"608"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465371841925400","isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":465136937722232,"gmtCreate":1754583639706,"gmtModify":1754584660756,"author":{"id":"4203216629214630","authorId":"4203216629214630","name":"好人有好鲍","avatar":"https://static.tigerbbs.com/3a0abff9f75c99a121082dcbeed46e59","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203216629214630","authorIdStr":"4203216629214630"},"themes":[],"htmlText":"Replying to <a 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<a href=\"https://laohu8.com/S/WYFI\">$WhiteFiber, Inc.(WYFI)$</a> ,还是冲 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a> ?这个的估值大概多少钱了呢?","listText":"冲火箭🚀还是冲这个?想问问今晚冲 <a href=\"https://laohu8.com/S/WYFI\">$WhiteFiber, Inc.(WYFI)$</a> ,还是冲 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a> ?这个的估值大概多少钱了呢?","text":"冲火箭🚀还是冲这个?想问问今晚冲 $WhiteFiber, Inc.(WYFI)$ ,还是冲 $Firefly Aerospace Inc.(FLY)$ 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href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$ </a> 36","text":"$Firefly Aerospace Inc.(FLY)$ 36","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465092883923424","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465087775691024,"gmtCreate":1754571630412,"gmtModify":1754571696598,"author":{"id":"3569839454454352","authorId":"3569839454454352","name":"LANCER001","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569839454454352","authorIdStr":"3569839454454352"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$ </a> 大涨","listText":"<a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$ </a> 大涨","text":"$Firefly Aerospace Inc.(FLY)$ 大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465087775691024","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":465371841925400,"gmtCreate":1754641500310,"gmtModify":1754641617963,"author":{"id":"3536793361837479","authorId":"3536793361837479","name":"独角兽早知道","avatar":"https://static.tigerbbs.com/a67aadbd802be60aa18564342140c851","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536793361837479","authorIdStr":"3536793361837479"},"themes":[],"title":"首日涨超34%!美股2025年最强太空新股上市,美国历史上第一家把探测器稳定送上月球的民营公司","htmlText":"8月7日,美国商业航天公司Firefly Aerospace (FLY.US)成功登陆纳斯达克,成为继Rocket Lab之后又一家闯出稳定增长路径的民营火箭企业。此次IPO,Firefly将发行股份数量增至1930万股,定价45美元,募资约8.68亿美元,高于此前计划。市场对其股票需求旺盛,认购订单是原计划发行量的10倍。 截至8月7日收盘,Firefly Aerospace (FLY.US)涨34.11%,报60.35美元,市值84.82亿美元。 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a> 综合 | 招股书 华尔街见闻 编辑 | Echo 本文仅为信息交流之用,不构成任何交易建议 Firefly Aerospace成立于2014年,最初名为Firefly Space Systems。2017年因投资人撤资,公司资金断裂并申请破产保护。后由乌克兰企业家Max Polyakov收购资产并重启运营。然而,Polyakov也在2022年因美国政府国家安全压力被迫退出持股。 这家总部位于得克萨斯州的航天科技企业专注于月球着陆器、运载火箭等太空技术的研发。 Firefly真正赢得市场信任的,是今年3月完成的一项里程碑式任务:旗下“蓝幽灵”(Blue Ghost)探测器成功在月球表面软着陆,并保持完整姿态。这是目前唯一一台实现稳定着陆的私营月球探测器。 Firefly不仅是NASA合作方,还接连获得多项登月合同。今年其第四次登月任务已获得NASA 1.77亿美元的资助。公司现役的Alpha小型火箭虽有起伏,但也逐步积累可靠性,并计划将IPO资金用于加速Alpha的发射频率。 同时,Firefly也在与北美航空巨头Northrop Grumman合作开发更大型的Eclipse火箭,","listText":"8月7日,美国商业航天公司Firefly Aerospace (FLY.US)成功登陆纳斯达克,成为继Rocket Lab之后又一家闯出稳定增长路径的民营火箭企业。此次IPO,Firefly将发行股份数量增至1930万股,定价45美元,募资约8.68亿美元,高于此前计划。市场对其股票需求旺盛,认购订单是原计划发行量的10倍。 截至8月7日收盘,Firefly Aerospace (FLY.US)涨34.11%,报60.35美元,市值84.82亿美元。 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a> 综合 | 招股书 华尔街见闻 编辑 | Echo 本文仅为信息交流之用,不构成任何交易建议 Firefly Aerospace成立于2014年,最初名为Firefly Space Systems。2017年因投资人撤资,公司资金断裂并申请破产保护。后由乌克兰企业家Max Polyakov收购资产并重启运营。然而,Polyakov也在2022年因美国政府国家安全压力被迫退出持股。 这家总部位于得克萨斯州的航天科技企业专注于月球着陆器、运载火箭等太空技术的研发。 Firefly真正赢得市场信任的,是今年3月完成的一项里程碑式任务:旗下“蓝幽灵”(Blue Ghost)探测器成功在月球表面软着陆,并保持完整姿态。这是目前唯一一台实现稳定着陆的私营月球探测器。 Firefly不仅是NASA合作方,还接连获得多项登月合同。今年其第四次登月任务已获得NASA 1.77亿美元的资助。公司现役的Alpha小型火箭虽有起伏,但也逐步积累可靠性,并计划将IPO资金用于加速Alpha的发射频率。 同时,Firefly也在与北美航空巨头Northrop Grumman合作开发更大型的Eclipse火箭,","text":"8月7日,美国商业航天公司Firefly Aerospace (FLY.US)成功登陆纳斯达克,成为继Rocket Lab之后又一家闯出稳定增长路径的民营火箭企业。此次IPO,Firefly将发行股份数量增至1930万股,定价45美元,募资约8.68亿美元,高于此前计划。市场对其股票需求旺盛,认购订单是原计划发行量的10倍。 截至8月7日收盘,Firefly Aerospace (FLY.US)涨34.11%,报60.35美元,市值84.82亿美元。 $Firefly Aerospace Inc.(FLY)$ 综合 | 招股书 华尔街见闻 编辑 | Echo 本文仅为信息交流之用,不构成任何交易建议 Firefly Aerospace成立于2014年,最初名为Firefly Space Systems。2017年因投资人撤资,公司资金断裂并申请破产保护。后由乌克兰企业家Max Polyakov收购资产并重启运营。然而,Polyakov也在2022年因美国政府国家安全压力被迫退出持股。 这家总部位于得克萨斯州的航天科技企业专注于月球着陆器、运载火箭等太空技术的研发。 Firefly真正赢得市场信任的,是今年3月完成的一项里程碑式任务:旗下“蓝幽灵”(Blue Ghost)探测器成功在月球表面软着陆,并保持完整姿态。这是目前唯一一台实现稳定着陆的私营月球探测器。 Firefly不仅是NASA合作方,还接连获得多项登月合同。今年其第四次登月任务已获得NASA 1.77亿美元的资助。公司现役的Alpha小型火箭虽有起伏,但也逐步积累可靠性,并计划将IPO资金用于加速Alpha的发射频率。 同时,Firefly也在与北美航空巨头Northrop Grumman合作开发更大型的Eclipse火箭,","images":[{"img":"https://static.tigerbbs.com/a2657f72fa0936b400d448cc1fdc5148","width":"1080","height":"608"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465371841925400","isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":464376813937304,"gmtCreate":1754396497844,"gmtModify":1754435401977,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【回复有奖】预测“登月新星” FLY上市首日收盘价,抢888虎币!🚀🚀","htmlText":"“登月新星” 即将登陆美股!美国私人航天企业 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a> 将于本周四(8月7日)挂牌纳斯达克。你觉得它上市首日的收盘价会是多少?快来参与预测,瓜分888虎币大奖!🚀📌关键信息速览Firefly成立于2017年,总部位于美国德州,是一家集火箭、太空拖船和月球着陆器研发与制造于一体的企业。公司以“端到端太空任务服务商”自居,具备从设计、制造到发射全链条能力,曾成功完成多次卫星发射任务,其月球着陆器“Blue Ghost”已在NASA项目中实现商用登月。此次IPO定价区间已由原先的35–39美元上调至41–43美元,估值相应提升至超过60亿美元。Firefly拟募资近7亿美元,由高盛、摩根大通、富国银行等担任承销商。根据路演反馈,市场认购热度极高,超额认购倍数已达两位数,被称为“年度最受瞩目的科技IPO之一”。🚀业务亮点Firefly的业务核心包括小型火箭Alpha、高响应登月器Blue Ghost、中型可重复使用火箭Eclipse(与诺斯罗普·格鲁曼共同开发)以及轨道中转平台Elytra,构建出覆盖地球轨道与月球表面的综合商业发射方案。公司客户包括NASA、美国国防部、洛克希德马丁、L3Harris等政府与军工巨头,具备较强的政府订单获取能力。其中:Alpha火箭:可快速响应卫星发射,已服务美国太空部队任务Blue Ghost登月器:2025年成功完成NASA任务,完成14天月面运行Elytra轨道平台、Eclipse可重复火箭正在推进中,布局未来太空中转与回收市场📈财务数据2025年第一季度,Firefly营收达5586万美元,同比增长572%;同期净亏损为6010万美元,仍处于高投入扩张阶段。尽管尚未盈利,但公司截至2025年3月底的积压订单总额已达","listText":"“登月新星” 即将登陆美股!美国私人航天企业 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a> 将于本周四(8月7日)挂牌纳斯达克。你觉得它上市首日的收盘价会是多少?快来参与预测,瓜分888虎币大奖!🚀📌关键信息速览Firefly成立于2017年,总部位于美国德州,是一家集火箭、太空拖船和月球着陆器研发与制造于一体的企业。公司以“端到端太空任务服务商”自居,具备从设计、制造到发射全链条能力,曾成功完成多次卫星发射任务,其月球着陆器“Blue Ghost”已在NASA项目中实现商用登月。此次IPO定价区间已由原先的35–39美元上调至41–43美元,估值相应提升至超过60亿美元。Firefly拟募资近7亿美元,由高盛、摩根大通、富国银行等担任承销商。根据路演反馈,市场认购热度极高,超额认购倍数已达两位数,被称为“年度最受瞩目的科技IPO之一”。🚀业务亮点Firefly的业务核心包括小型火箭Alpha、高响应登月器Blue Ghost、中型可重复使用火箭Eclipse(与诺斯罗普·格鲁曼共同开发)以及轨道中转平台Elytra,构建出覆盖地球轨道与月球表面的综合商业发射方案。公司客户包括NASA、美国国防部、洛克希德马丁、L3Harris等政府与军工巨头,具备较强的政府订单获取能力。其中:Alpha火箭:可快速响应卫星发射,已服务美国太空部队任务Blue Ghost登月器:2025年成功完成NASA任务,完成14天月面运行Elytra轨道平台、Eclipse可重复火箭正在推进中,布局未来太空中转与回收市场📈财务数据2025年第一季度,Firefly营收达5586万美元,同比增长572%;同期净亏损为6010万美元,仍处于高投入扩张阶段。尽管尚未盈利,但公司截至2025年3月底的积压订单总额已达","text":"“登月新星” 即将登陆美股!美国私人航天企业 $Firefly Aerospace Inc.(FLY)$ 将于本周四(8月7日)挂牌纳斯达克。你觉得它上市首日的收盘价会是多少?快来参与预测,瓜分888虎币大奖!🚀📌关键信息速览Firefly成立于2017年,总部位于美国德州,是一家集火箭、太空拖船和月球着陆器研发与制造于一体的企业。公司以“端到端太空任务服务商”自居,具备从设计、制造到发射全链条能力,曾成功完成多次卫星发射任务,其月球着陆器“Blue Ghost”已在NASA项目中实现商用登月。此次IPO定价区间已由原先的35–39美元上调至41–43美元,估值相应提升至超过60亿美元。Firefly拟募资近7亿美元,由高盛、摩根大通、富国银行等担任承销商。根据路演反馈,市场认购热度极高,超额认购倍数已达两位数,被称为“年度最受瞩目的科技IPO之一”。🚀业务亮点Firefly的业务核心包括小型火箭Alpha、高响应登月器Blue Ghost、中型可重复使用火箭Eclipse(与诺斯罗普·格鲁曼共同开发)以及轨道中转平台Elytra,构建出覆盖地球轨道与月球表面的综合商业发射方案。公司客户包括NASA、美国国防部、洛克希德马丁、L3Harris等政府与军工巨头,具备较强的政府订单获取能力。其中:Alpha火箭:可快速响应卫星发射,已服务美国太空部队任务Blue Ghost登月器:2025年成功完成NASA任务,完成14天月面运行Elytra轨道平台、Eclipse可重复火箭正在推进中,布局未来太空中转与回收市场📈财务数据2025年第一季度,Firefly营收达5586万美元,同比增长572%;同期净亏损为6010万美元,仍处于高投入扩张阶段。尽管尚未盈利,但公司截至2025年3月底的积压订单总额已达","images":[{"img":"https://static.tigerbbs.com/a873875e28fe2a017651692069f71f2d","width":"1024","height":"1536"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":21,"commentSize":63,"repostSize":6,"link":"https://laohu8.com/post/464376813937304","isVote":1,"tweetType":1,"viewCount":23539,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503842177147009","authorId":"3503842177147009","name":"柯大虾","avatar":"https://static.tigerbbs.com/4606c51db444d9801b7075be851a3a41","crmLevel":3,"crmLevelSwitch":0,"idStr":"3503842177147009","authorIdStr":"3503842177147009"},"content":"我预测的 $Firefly Aerospace Inc.(FLY)$ IPO 首日收盘价168美元","text":"我预测的 $Firefly Aerospace Inc.(FLY)$ IPO 首日收盘价168美元","html":"我预测的 $Firefly Aerospace Inc.(FLY)$ IPO 首日收盘价168美元"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":464699489051288,"gmtCreate":1754475275948,"gmtModify":1754521202988,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【回复有奖】WYFI能否复制CRWV的表现,来猜猜它的收盘价?","htmlText":"AI领域又迎来一位新选手! <a href=\"https://laohu8.com/S/WYFI\">$WhiteFiber, Inc.(WYFI)$</a> 即将登陆纳斯达克,计划募资1.3亿美元,发行价区间定在15–17美元。作为Bit Digital旗下分拆出的明星子公司,Whitefiber被认为是“小体量版的 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> ”——而后者自IPO以来股价已累计上涨近180%。 你觉得Whitefiber能否延续这波热度?上市首日的收盘价会是多少?快来参与预测,瓜分888虎币大奖!🚀📌公司亮点一览 <a href=\"https://laohu8.com/S/WYFI\">$WhiteFiber, Inc.(WYFI)$</a> 是Bit Digital分拆出的AI算力公司,主营高性能计算(HPC)数据中心和云服务,重点服务生成式AI、机器学习等客户群体。公司拥有Tier-3标准的数据中心、超高密度电源与液冷系统,并结合自研云平台,为中小企业和科研客户提供GPU集群部署、托管、训练推理一体化解决方案。AI基础设施正成为资本市场最受欢迎的赛道之一。今年以来,CoreWeave、Voyager、Circle等科技公司相继上市并获得资金热捧。Whitefiber的上市不仅延续这一趋势,更因其独特的“AI+区块链”背景和轻量级模式,引发了投资者对“下一个爆发点”的期待。Whitefiber近期披露第二季度预估财务数据显示:收入预计达1770万至1960万美元,成本部分(扣除折旧)预计674万至740万美元,折算出毛利率约60%—64%。该利润水平显著高于母公司Bit Digital近年来整体毛利率(年报数据显示42%。母公司Bit Digital近期对其加密货币战略进行","listText":"AI领域又迎来一位新选手! <a href=\"https://laohu8.com/S/WYFI\">$WhiteFiber, Inc.(WYFI)$</a> 即将登陆纳斯达克,计划募资1.3亿美元,发行价区间定在15–17美元。作为Bit Digital旗下分拆出的明星子公司,Whitefiber被认为是“小体量版的 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> ”——而后者自IPO以来股价已累计上涨近180%。 你觉得Whitefiber能否延续这波热度?上市首日的收盘价会是多少?快来参与预测,瓜分888虎币大奖!🚀📌公司亮点一览 <a href=\"https://laohu8.com/S/WYFI\">$WhiteFiber, Inc.(WYFI)$</a> 是Bit Digital分拆出的AI算力公司,主营高性能计算(HPC)数据中心和云服务,重点服务生成式AI、机器学习等客户群体。公司拥有Tier-3标准的数据中心、超高密度电源与液冷系统,并结合自研云平台,为中小企业和科研客户提供GPU集群部署、托管、训练推理一体化解决方案。AI基础设施正成为资本市场最受欢迎的赛道之一。今年以来,CoreWeave、Voyager、Circle等科技公司相继上市并获得资金热捧。Whitefiber的上市不仅延续这一趋势,更因其独特的“AI+区块链”背景和轻量级模式,引发了投资者对“下一个爆发点”的期待。Whitefiber近期披露第二季度预估财务数据显示:收入预计达1770万至1960万美元,成本部分(扣除折旧)预计674万至740万美元,折算出毛利率约60%—64%。该利润水平显著高于母公司Bit Digital近年来整体毛利率(年报数据显示42%。母公司Bit Digital近期对其加密货币战略进行","text":"AI领域又迎来一位新选手! $WhiteFiber, Inc.(WYFI)$ 即将登陆纳斯达克,计划募资1.3亿美元,发行价区间定在15–17美元。作为Bit Digital旗下分拆出的明星子公司,Whitefiber被认为是“小体量版的 $CoreWeave, Inc.(CRWV)$ ”——而后者自IPO以来股价已累计上涨近180%。 你觉得Whitefiber能否延续这波热度?上市首日的收盘价会是多少?快来参与预测,瓜分888虎币大奖!🚀📌公司亮点一览 $WhiteFiber, Inc.(WYFI)$ 是Bit Digital分拆出的AI算力公司,主营高性能计算(HPC)数据中心和云服务,重点服务生成式AI、机器学习等客户群体。公司拥有Tier-3标准的数据中心、超高密度电源与液冷系统,并结合自研云平台,为中小企业和科研客户提供GPU集群部署、托管、训练推理一体化解决方案。AI基础设施正成为资本市场最受欢迎的赛道之一。今年以来,CoreWeave、Voyager、Circle等科技公司相继上市并获得资金热捧。Whitefiber的上市不仅延续这一趋势,更因其独特的“AI+区块链”背景和轻量级模式,引发了投资者对“下一个爆发点”的期待。Whitefiber近期披露第二季度预估财务数据显示:收入预计达1770万至1960万美元,成本部分(扣除折旧)预计674万至740万美元,折算出毛利率约60%—64%。该利润水平显著高于母公司Bit Digital近年来整体毛利率(年报数据显示42%。母公司Bit Digital近期对其加密货币战略进行","images":[{"img":"https://static.tigerbbs.com/86ad4ea9c27e8e31ef0602e990e22b9d","width":"1024","height":"1024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":11,"commentSize":35,"repostSize":3,"link":"https://laohu8.com/post/464699489051288","isVote":1,"tweetType":1,"viewCount":20172,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087422624240810","authorId":"4087422624240810","name":"AliceSam","avatar":"https://static.tigerbbs.com/77ff717dd7a06de56315c65060829a03","crmLevel":12,"crmLevelSwitch":0,"idStr":"4087422624240810","authorIdStr":"4087422624240810"},"content":"$WhiteFiber, Inc.(WYFI)$ 即将登陆纳斯达克,计划募资1.3亿美元,发行价区间定在15–17美元","text":"$WhiteFiber, Inc.(WYFI)$ 即将登陆纳斯达克,计划募资1.3亿美元,发行价区间定在15–17美元","html":"$WhiteFiber, Inc.(WYFI)$ 即将登陆纳斯达克,计划募资1.3亿美元,发行价区间定在15–17美元"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":464777247490520,"gmtCreate":1754495800493,"gmtModify":1754546743875,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"我预测 <a href=\"https://ttm.financial/S/WYFI\"> $WhiteFiber, Inc.(WYFI)$ </a> 的上市首日收盘价将达到 26.40美元。 📌 理由如下: 1️⃣ AI+HPC双概念加持,热点聚焦效应强 WhiteFiber具备当前最炙手可热的“生成式AI”+“高性能计算”双标签,同时背靠Bit Digital,拥有区块链基础与GPU部署经验,加上CoreWeave的成功带动,投资者情绪已被充分调动。 2️⃣ 基本面优于预期,毛利率突出 根据预估数据,WhiteFiber Q2毛利率高达60%–64%,远高于同行平均水平,说明其轻资产运营+高密度计算模式具备较强竞争力,容易获得成长型估值溢价。 3️⃣ 发行体量小+市场热度高,炒作空间大 拟募资仅1.3亿美元,属于轻体量IPO,参考CoreWeave的走势,首日易被资金炒高。市场当前对“边缘AI基础设施”有较高预期,短期投机资金或积极参与。 📈 综合判断:开盘预计在20–22美元,高点冲击30美元以上,若盘中不出现强力抛压,收盘价大概率站稳25美元以上,个人预估为26.40美元。 <a href=\"https://ttm.financial/U/20722186463466\"> @爱发红包的虎妞 </a><a href=\"https://ttm.financial/U/36984908995200\"> @小虎活动 </a>","listText":"我预测 <a href=\"https://ttm.financial/S/WYFI\"> $WhiteFiber, Inc.(WYFI)$ </a> 的上市首日收盘价将达到 26.40美元。 📌 理由如下: 1️⃣ AI+HPC双概念加持,热点聚焦效应强 WhiteFiber具备当前最炙手可热的“生成式AI”+“高性能计算”双标签,同时背靠Bit Digital,拥有区块链基础与GPU部署经验,加上CoreWeave的成功带动,投资者情绪已被充分调动。 2️⃣ 基本面优于预期,毛利率突出 根据预估数据,WhiteFiber Q2毛利率高达60%–64%,远高于同行平均水平,说明其轻资产运营+高密度计算模式具备较强竞争力,容易获得成长型估值溢价。 3️⃣ 发行体量小+市场热度高,炒作空间大 拟募资仅1.3亿美元,属于轻体量IPO,参考CoreWeave的走势,首日易被资金炒高。市场当前对“边缘AI基础设施”有较高预期,短期投机资金或积极参与。 📈 综合判断:开盘预计在20–22美元,高点冲击30美元以上,若盘中不出现强力抛压,收盘价大概率站稳25美元以上,个人预估为26.40美元。 <a href=\"https://ttm.financial/U/20722186463466\"> @爱发红包的虎妞 </a><a href=\"https://ttm.financial/U/36984908995200\"> @小虎活动 </a>","text":"我预测 $WhiteFiber, Inc.(WYFI)$ 的上市首日收盘价将达到 26.40美元。 📌 理由如下: 1️⃣ AI+HPC双概念加持,热点聚焦效应强 WhiteFiber具备当前最炙手可热的“生成式AI”+“高性能计算”双标签,同时背靠Bit Digital,拥有区块链基础与GPU部署经验,加上CoreWeave的成功带动,投资者情绪已被充分调动。 2️⃣ 基本面优于预期,毛利率突出 根据预估数据,WhiteFiber Q2毛利率高达60%–64%,远高于同行平均水平,说明其轻资产运营+高密度计算模式具备较强竞争力,容易获得成长型估值溢价。 3️⃣ 发行体量小+市场热度高,炒作空间大 拟募资仅1.3亿美元,属于轻体量IPO,参考CoreWeave的走势,首日易被资金炒高。市场当前对“边缘AI基础设施”有较高预期,短期投机资金或积极参与。 📈 综合判断:开盘预计在20–22美元,高点冲击30美元以上,若盘中不出现强力抛压,收盘价大概率站稳25美元以上,个人预估为26.40美元。 @爱发红包的虎妞 @小虎活动","images":[{"img":"https://community-static.tradeup.com/news/1ee6f2f701ed60704ad6871aa0e9ce04"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464777247490520","isVote":1,"tweetType":1,"viewCount":8271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":464836928352696,"gmtCreate":1754495417523,"gmtModify":1754546764838,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"我预测 <a href=\"https://ttm.financial/S/FLY\"> $Firefly Aerospace Inc.(FLY)$ </a> 的首日收盘价将达到 70.20美元。 原因如下: 🚀 太空赛道“交付型”独角兽稀缺性高:不同于过去的PPT航天公司,Firefly已完成多次任务落地,有实绩、有NASA合作、有军方订单。硬科技的“兑现力”决定它更容易获得高估值溢价。 🔥 超高认购热度+市场稀缺筹码:据传本次IPO的认购倍数超过10倍,浮动筹码有限,一旦开盘被爆炒,资金抢筹或会推高价格快速突破50–60美元区间。 📈 新经济与“太空资产”估值切换窗口打开:在Circle等新科技公司点燃IPO市场热情后,Firefly作为“硬科技+军工航天”代表,更容易吸引机构和情绪资金参与博弈。 我判断,开盘价可能冲上55~58美元区间,高点测试75美元附近,尾盘若资金维持热度,则70美元是较为合理的强势收盘位置。 <a href=\"https://ttm.financial/U/36984908995200\"> @小虎活动 </a><a href=\"https://ttm.financial/U/20722186463466\"> @爱发红包的虎妞 </a>","listText":"我预测 <a href=\"https://ttm.financial/S/FLY\"> $Firefly Aerospace Inc.(FLY)$ </a> 的首日收盘价将达到 70.20美元。 原因如下: 🚀 太空赛道“交付型”独角兽稀缺性高:不同于过去的PPT航天公司,Firefly已完成多次任务落地,有实绩、有NASA合作、有军方订单。硬科技的“兑现力”决定它更容易获得高估值溢价。 🔥 超高认购热度+市场稀缺筹码:据传本次IPO的认购倍数超过10倍,浮动筹码有限,一旦开盘被爆炒,资金抢筹或会推高价格快速突破50–60美元区间。 📈 新经济与“太空资产”估值切换窗口打开:在Circle等新科技公司点燃IPO市场热情后,Firefly作为“硬科技+军工航天”代表,更容易吸引机构和情绪资金参与博弈。 我判断,开盘价可能冲上55~58美元区间,高点测试75美元附近,尾盘若资金维持热度,则70美元是较为合理的强势收盘位置。 <a href=\"https://ttm.financial/U/36984908995200\"> @小虎活动 </a><a href=\"https://ttm.financial/U/20722186463466\"> @爱发红包的虎妞 </a>","text":"我预测 $Firefly Aerospace Inc.(FLY)$ 的首日收盘价将达到 70.20美元。 原因如下: 🚀 太空赛道“交付型”独角兽稀缺性高:不同于过去的PPT航天公司,Firefly已完成多次任务落地,有实绩、有NASA合作、有军方订单。硬科技的“兑现力”决定它更容易获得高估值溢价。 🔥 超高认购热度+市场稀缺筹码:据传本次IPO的认购倍数超过10倍,浮动筹码有限,一旦开盘被爆炒,资金抢筹或会推高价格快速突破50–60美元区间。 📈 新经济与“太空资产”估值切换窗口打开:在Circle等新科技公司点燃IPO市场热情后,Firefly作为“硬科技+军工航天”代表,更容易吸引机构和情绪资金参与博弈。 我判断,开盘价可能冲上55~58美元区间,高点测试75美元附近,尾盘若资金维持热度,则70美元是较为合理的强势收盘位置。 @小虎活动 @爱发红包的虎妞","images":[{"img":"https://community-static.tradeup.com/news/6dfc88d4cb48ce67f90d3fd58bb1c370"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464836928352696","isVote":1,"tweetType":1,"viewCount":6865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":466473545945280,"gmtCreate":1754920627334,"gmtModify":1754920629506,"author":{"id":"10000000000010491","authorId":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010491","authorIdStr":"10000000000010491"},"themes":[],"htmlText":"萤火虫有火箭业务,但成功率和发射频率不行,一旦火箭发射失败,就会引发抛售。现阶段我不会买萤火虫。就算它估值到35亿,我最多买5%仓位观望,因为流通股太少,主力会继续向下洗盘,直到散户交出筹码。 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a>","listText":"萤火虫有火箭业务,但成功率和发射频率不行,一旦火箭发射失败,就会引发抛售。现阶段我不会买萤火虫。就算它估值到35亿,我最多买5%仓位观望,因为流通股太少,主力会继续向下洗盘,直到散户交出筹码。 <a href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a>","text":"萤火虫有火箭业务,但成功率和发射频率不行,一旦火箭发射失败,就会引发抛售。现阶段我不会买萤火虫。就算它估值到35亿,我最多买5%仓位观望,因为流通股太少,主力会继续向下洗盘,直到散户交出筹码。 $Firefly Aerospace Inc.(FLY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466473545945280","isVote":1,"tweetType":1,"viewCount":1857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466394130739400,"gmtCreate":1754901308804,"gmtModify":1754901310843,"author":{"id":"9000000000000217","authorId":"9000000000000217","name":"草凡借箭","avatar":"https://static.tigerbbs.com/f1859c47e3315b8657b0fdebfe5e173b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000217","authorIdStr":"9000000000000217"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a>一家尚未实现盈利、现金流持续为负、年度亏损超2亿美元的商业航天公司,还能顺利推进IPO,核心逻辑就是firefly在商业航天领域的独特竞争力","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a>一家尚未实现盈利、现金流持续为负、年度亏损超2亿美元的商业航天公司,还能顺利推进IPO,核心逻辑就是firefly在商业航天领域的独特竞争力","text":"$Firefly Aerospace 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$Figma(FIG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464714286436544","isVote":1,"tweetType":1,"viewCount":1865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464651839935128,"gmtCreate":1754463642863,"gmtModify":1754463644637,"author":{"id":"9000000000000218","authorId":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000218","authorIdStr":"9000000000000218"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AIFF\">$Firefly Neuroscience, Inc.(AIFF)$</a>我有一种直觉,这票会是最近ipo的票里面最猛的,名字里就带fly那能不起飞吗?我的直觉是非常准的","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AIFF\">$Firefly Neuroscience, Inc.(AIFF)$</a>我有一种直觉,这票会是最近ipo的票里面最猛的,名字里就带fly那能不起飞吗?我的直觉是非常准的","text":"$Firefly 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href=\"https://laohu8.com/U/3503842177147009\">@柯大虾</a>:我预测的 $Firefly Aerospace Inc.(FLY)$ IPO 首日收盘价168美元","text":"Replying to @柯大虾:???//@柯大虾:我预测的 $Firefly Aerospace Inc.(FLY)$ IPO 首日收盘价168美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465136937722232","isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false,"topicSource":"Post"}