Kane83 personal page - To The Moon

Kane83

Kane83

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2024-12-16

$美国超微公司(AMD)$

2024-12-11

$特斯拉(TSLA)$

2023-04-19

Need one more game to win the share. Go Go Go!

2022-06-08

SX hi. Hi b

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2022-03-05

👍👍

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2021-08-14

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@夏夏夏:Palantir Q2：“信仰股”的一次加分卷

2021-08-11

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2021-08-11

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2021-05-26

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2021-05-20

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2021-04-23

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@粮厂研究员Will:糧廠點評第5期：小米和美團定增都發行可轉債是爲什麼？

2021-04-15

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2021-04-10

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2021-03-31

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@小虎活动:終於官宣了！小米造車落地，股價怎麼走？

2021-02-17

$Lion-OCBC Sec HSTECH S$(HST.SI)$??

2021-02-12

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@全職業餘韭菜:體育+博弈+手遊=Skillz

2021-02-05

160.87% ?

2021-02-02

?

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Hi 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Q2：“信仰股”的一次加分卷","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 昨天財報大漲，碾壓預期自然。但相信虎友們更關注細節，亮點部分公司其實總結很好了， PPT部分更直觀做出了圖表： 首先我想補充三張圖，爲虎友們展示整體趨勢感，以營收、contribution margin、分部營收三個指標爲例如下， 從營收增速來說，49.1%略高於上季度48.8%,，可說是持平。而表現在contribution margin則是躍升。 第三張圖展現的分部營收，商業部門的表現穩中有升。關於Palantir的未來，做一個不夠準確的類比：政府部門如果說是護城河，商業部門或許是想象空間。在20Q4商業部門環比收入下降後，Palantir股價經歷了一段下跌時光。 之於Palantir，如果無法把握市場對它的估值邏輯，則無法形成洞見。關於這部分，上季度財報分析文章我有去寫（<a href=\"https://laohu8.com/TW/193038922\" target=\"_blank\">鏈接附在此處</a>）。其中有兩句話，我以爲對於把握Palantir估值很重要： Palantir自己宣稱，到2025年實現40億美元收入的目標。 管理層說過，他們相信直到FY25爲止，每年的收入增長都將超過30％。 對於一隻SAAS股，對於一隻成長股，需不停檢驗它的成長邏輯，調整對它的估值看法。以本季度而言，Palantir合格且加分。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 昨天財報大漲，碾壓預期自然。但相信虎友們更關注細節，亮點部分公司其實總結很好了， PPT部分更直觀做出了圖表： 首先我想補充三張圖，爲虎友們展示整體趨勢感，以營收、contribution margin、分部營收三個指標爲例如下， 從營收增速來說，49.1%略高於上季度48.8%,，可說是持平。而表現在contribution margin則是躍升。 第三張圖展現的分部營收，商業部門的表現穩中有升。關於Palantir的未來，做一個不夠準確的類比：政府部門如果說是護城河，商業部門或許是想象空間。在20Q4商業部門環比收入下降後，Palantir股價經歷了一段下跌時光。 之於Palantir，如果無法把握市場對它的估值邏輯，則無法形成洞見。關於這部分，上季度財報分析文章我有去寫（<a href=\"https://laohu8.com/TW/193038922\" target=\"_blank\">鏈接附在此處</a>）。其中有兩句話，我以爲對於把握Palantir估值很重要： Palantir自己宣稱，到2025年實現40億美元收入的目標。 管理層說過，他們相信直到FY25爲止，每年的收入增長都將超過30％。 對於一隻SAAS股，對於一隻成長股，需不停檢驗它的成長邏輯，調整對它的估值看法。以本季度而言，Palantir合格且加分。","text":"$Palantir Technologies Inc.(PLTR)$ 昨天財報大漲，碾壓預期自然。但相信虎友們更關注細節，亮點部分公司其實總結很好了， PPT部分更直觀做出了圖表： 首先我想補充三張圖，爲虎友們展示整體趨勢感，以營收、contribution margin、分部營收三個指標爲例如下， 從營收增速來說，49.1%略高於上季度48.8%,，可說是持平。而表現在contribution margin則是躍升。 第三張圖展現的分部營收，商業部門的表現穩中有升。關於Palantir的未來，做一個不夠準確的類比：政府部門如果說是護城河，商業部門或許是想象空間。在20Q4商業部門環比收入下降後，Palantir股價經歷了一段下跌時光。 之於Palantir，如果無法把握市場對它的估值邏輯，則無法形成洞見。關於這部分，上季度財報分析文章我有去寫（鏈接附在此處）。其中有兩句話，我以爲對於把握Palantir估值很重要： Palantir自己宣稱，到2025年實現40億美元收入的目標。 管理層說過，他們相信直到FY25爲止，每年的收入增長都將超過30％。 對於一隻SAAS股，對於一隻成長股，需不停檢驗它的成長邏輯，調整對它的估值看法。以本季度而言，Palantir合格且加分。","images":[{"img":"https://static.tigerbbs.com/37154b5c93897956181bbbac1d1f3c4d","width":"852","height":"284"},{"img":"https://static.tigerbbs.com/b9ef288fae4cb66502fb0cb0a52895c0","width":"1836","height":"1025"},{"img":"https://static.tigerbbs.com/7a5896747cee369fe784cf98547b4fd6","width":"1848","height":"1038"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894489955","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892833722,"gmtCreate":1628647213266,"gmtModify":1676529807811,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892833722","repostId":"1194834011","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892833954,"gmtCreate":1628647200178,"gmtModify":1676529807796,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892833954","repostId":"1194834011","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136024470,"gmtCreate":1621987004890,"gmtModify":1704365420827,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136024470","repostId":"1132558172","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130033244,"gmtCreate":1621493319488,"gmtModify":1704358523030,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130033244","repostId":"2136043965","repostType":2,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376443510,"gmtCreate":1619144691330,"gmtModify":1704720324305,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/376443510","repostId":"378939859","repostType":1,"repost":{"id":378939859,"gmtCreate":1618988513968,"gmtModify":1704717931680,"author":{"id":"3581896805872868","authorId":"3581896805872868","name":"粮厂研究员Will","avatar":"https://static.tigerbbs.com/305e2668641d6e46096eecc5a1a1265f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581896805872868","authorIdStr":"3581896805872868"},"themes":[],"title":"糧廠點評第5期：小米和美團定增都發行可轉債是爲什麼？","htmlText":"“糧廠點評”頻道致力於點評糧廠的季度財報、產品發佈會、市場表現或其他重大事件，不追求信息即時性和效率性，主要爲讀者提供糧廠研究員的觀點。 這兩天香港市場最大的新聞莫過於美團的港股定增。<a href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 4月20日，美團公告完成1.87億股的先舊後新配售和30億美元的可轉債發行，總共募集資金接近100億美元，其中騰訊認購了4億美元。 這個熟悉的操作讓糧廠研究員一下聯想起去年12月份小米集團的港股配售，完成10億港股的先舊後新配售的同時，也搭配了8.55億美元的可轉債。 小米和美團的定增+可轉債交易裏都看到了高盛的參與，相信是同一個團隊的手筆。<a href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 港股配售和先舊後新的形式在各大論壇已經被廣泛討論解讀，但同步搭配發行的零息可轉債卻很少被提起。今天，金融工程背景的糧廠研究員帶着大家簡單普及一下小米和美團發行的可轉債以及背後的邏輯。 可轉換債券（convertible bond）是債券持有人可按照發行時約定的轉股價將債券轉換成公司普通股票的債券。如果債券持有人不想轉換，則可以繼續持有債券，直到償還期滿時收取本金和利息，或者在流通市場出售變現。簡單來說，可以將可轉債理解爲含有轉股期權的普通債券。 一般而言，對於同一發行人，可轉債的票息會低於其他同清償順位債券的票息，以反映可轉債中隱含的轉股期權的價值。在發行當下不稀釋股權的情況下，降低發行人的票息現金流支出，比較符合科技公司的業務發展偏好。 糧廠研究員在彭博裏找到了269支科技公司（按照BIS分類標準）發行的未到期美元計價可轉債，其中大中華區發行人的可轉債有30支，包括聯想、富士康、中芯國際等。 但是，小米和美團這種搭配股票配售發行的可轉","listText":"“糧廠點評”頻道致力於點評糧廠的季度財報、產品發佈會、市場表現或其他重大事件，不追求信息即時性和效率性，主要爲讀者提供糧廠研究員的觀點。 這兩天香港市場最大的新聞莫過於美團的港股定增。<a href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 4月20日，美團公告完成1.87億股的先舊後新配售和30億美元的可轉債發行，總共募集資金接近100億美元，其中騰訊認購了4億美元。 這個熟悉的操作讓糧廠研究員一下聯想起去年12月份小米集團的港股配售，完成10億港股的先舊後新配售的同時，也搭配了8.55億美元的可轉債。 小米和美團的定增+可轉債交易裏都看到了高盛的參與，相信是同一個團隊的手筆。<a href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 港股配售和先舊後新的形式在各大論壇已經被廣泛討論解讀，但同步搭配發行的零息可轉債卻很少被提起。今天，金融工程背景的糧廠研究員帶着大家簡單普及一下小米和美團發行的可轉債以及背後的邏輯。 可轉換債券（convertible bond）是債券持有人可按照發行時約定的轉股價將債券轉換成公司普通股票的債券。如果債券持有人不想轉換，則可以繼續持有債券，直到償還期滿時收取本金和利息，或者在流通市場出售變現。簡單來說，可以將可轉債理解爲含有轉股期權的普通債券。 一般而言，對於同一發行人，可轉債的票息會低於其他同清償順位債券的票息，以反映可轉債中隱含的轉股期權的價值。在發行當下不稀釋股權的情況下，降低發行人的票息現金流支出，比較符合科技公司的業務發展偏好。 糧廠研究員在彭博裏找到了269支科技公司（按照BIS分類標準）發行的未到期美元計價可轉債，其中大中華區發行人的可轉債有30支，包括聯想、富士康、中芯國際等。 但是，小米和美團這種搭配股票配售發行的可轉","text":"“糧廠點評”頻道致力於點評糧廠的季度財報、產品發佈會、市場表現或其他重大事件，不追求信息即時性和效率性，主要爲讀者提供糧廠研究員的觀點。 這兩天香港市場最大的新聞莫過於美團的港股定增。$美團-W(03690)$ 4月20日，美團公告完成1.87億股的先舊後新配售和30億美元的可轉債發行，總共募集資金接近100億美元，其中騰訊認購了4億美元。 這個熟悉的操作讓糧廠研究員一下聯想起去年12月份小米集團的港股配售，完成10億港股的先舊後新配售的同時，也搭配了8.55億美元的可轉債。 小米和美團的定增+可轉債交易裏都看到了高盛的參與，相信是同一個團隊的手筆。$小米集團-W(01810)$ 港股配售和先舊後新的形式在各大論壇已經被廣泛討論解讀，但同步搭配發行的零息可轉債卻很少被提起。今天，金融工程背景的糧廠研究員帶着大家簡單普及一下小米和美團發行的可轉債以及背後的邏輯。 可轉換債券（convertible bond）是債券持有人可按照發行時約定的轉股價將債券轉換成公司普通股票的債券。如果債券持有人不想轉換，則可以繼續持有債券，直到償還期滿時收取本金和利息，或者在流通市場出售變現。簡單來說，可以將可轉債理解爲含有轉股期權的普通債券。 一般而言，對於同一發行人，可轉債的票息會低於其他同清償順位債券的票息，以反映可轉債中隱含的轉股期權的價值。在發行當下不稀釋股權的情況下，降低發行人的票息現金流支出，比較符合科技公司的業務發展偏好。 糧廠研究員在彭博裏找到了269支科技公司（按照BIS分類標準）發行的未到期美元計價可轉債，其中大中華區發行人的可轉債有30支，包括聯想、富士康、中芯國際等。 但是，小米和美團這種搭配股票配售發行的可轉","images":[{"img":"https://static.tigerbbs.com/ebede3134c9eac8d7ae0fdcbe40ac7ff","width":"723","height":"584"},{"img":"https://static.tigerbbs.com/84afe9aacd74e7a0a31bd525d7212d22","width":"1080","height":"760"},{"img":"https://static.tigerbbs.com/1c61153845c9d407f457fec164c5f065","width":"703","height":"531"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378939859","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347367998,"gmtCreate":1618466628314,"gmtModify":1704711275185,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347367998","repostId":"1117780885","repostType":4,"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346162879,"gmtCreate":1618015292191,"gmtModify":1704705922850,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346162879","repostId":"1109185378","repostType":2,"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354146663,"gmtCreate":1617154143552,"gmtModify":1704696485336,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/354146663","repostId":"355730919","repostType":1,"repost":{"id":355730919,"gmtCreate":1617103125827,"gmtModify":1704695848381,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"終於官宣了！小米造車落地，股價怎麼走？","htmlText":"年輕人的第一臺電動車終於要來了！反反覆覆傳聞了許久，在多次闢謠之後，小米官方終於確認造車。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16170889636233&quot;}\" target=\"_blank\">戳我觀看發佈會</a>，瞭解小米造車細節，7:30我們不見不散 小米官宣造車 小米發佈公告表示，本公司董事會正式批准智能電動汽車業務立項。本公司擬成立一家全資子公司，負責智能電動汽車業務。首期投資爲100億元人民幣，預計未來10年投資額100億美元。本集團首席執行官雷軍先生將兼任智能電動汽車業務的首席執行官。此後，小米集團董事長兼CEO雷軍發微博表示，“關於造車，今晚發佈會上我會跟大家仔細說。 小米爲什麼選擇造車？ 其實關於小米造車的原因市場有很多說法，跟據 <a target=\"_blank\" href=\"https://laohu8.com/U/3530336145106436\">@晚點LatePost</a> 在<a href=\"https://laohu8.com/TW/387359769\" target=\"_blank\">《晚點獨家 | 小米確定造車》</a>一文中總結起來有以下幾點，歡迎虎友們補充 在供應鏈方面，特斯拉等先行者已幫助培育了相對成熟的供應商和具有相關管理經驗的人才。2018 年 7 月，特斯拉與上海市政府達成協議，在中國建立工廠，生產國產化特斯拉。根據特斯拉全球副總裁陶琳的說法，截至 2020 年底，國產特斯拉的零部件國產化率已基本達到 100%。這和小米 2011 年製造手機時面臨","listText":"年輕人的第一臺電動車終於要來了！反反覆覆傳聞了許久，在多次闢謠之後，小米官方終於確認造車。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16170889636233&quot;}\" target=\"_blank\">戳我觀看發佈會</a>，瞭解小米造車細節，7:30我們不見不散 小米官宣造車 小米發佈公告表示，本公司董事會正式批准智能電動汽車業務立項。本公司擬成立一家全資子公司，負責智能電動汽車業務。首期投資爲100億元人民幣，預計未來10年投資額100億美元。本集團首席執行官雷軍先生將兼任智能電動汽車業務的首席執行官。此後，小米集團董事長兼CEO雷軍發微博表示，“關於造車，今晚發佈會上我會跟大家仔細說。 小米爲什麼選擇造車？ 其實關於小米造車的原因市場有很多說法，跟據 <a target=\"_blank\" href=\"https://laohu8.com/U/3530336145106436\">@晚點LatePost</a> 在<a href=\"https://laohu8.com/TW/387359769\" target=\"_blank\">《晚點獨家 | 小米確定造車》</a>一文中總結起來有以下幾點，歡迎虎友們補充 在供應鏈方面，特斯拉等先行者已幫助培育了相對成熟的供應商和具有相關管理經驗的人才。2018 年 7 月，特斯拉與上海市政府達成協議，在中國建立工廠，生產國產化特斯拉。根據特斯拉全球副總裁陶琳的說法，截至 2020 年底，國產特斯拉的零部件國產化率已基本達到 100%。這和小米 2011 年製造手機時面臨","text":"年輕人的第一臺電動車終於要來了！反反覆覆傳聞了許久，在多次闢謠之後，小米官方終於確認造車。$小米集團-W(01810)$ 戳我觀看發佈會，瞭解小米造車細節，7:30我們不見不散 小米官宣造車 小米發佈公告表示，本公司董事會正式批准智能電動汽車業務立項。本公司擬成立一家全資子公司，負責智能電動汽車業務。首期投資爲100億元人民幣，預計未來10年投資額100億美元。本集團首席執行官雷軍先生將兼任智能電動汽車業務的首席執行官。此後，小米集團董事長兼CEO雷軍發微博表示，“關於造車，今晚發佈會上我會跟大家仔細說。 小米爲什麼選擇造車？ 其實關於小米造車的原因市場有很多說法，跟據 @晚點LatePost 在《晚點獨家 | 小米確定造車》一文中總結起來有以下幾點，歡迎虎友們補充 在供應鏈方面，特斯拉等先行者已幫助培育了相對成熟的供應商和具有相關管理經驗的人才。2018 年 7 月，特斯拉與上海市政府達成協議，在中國建立工廠，生產國產化特斯拉。根據特斯拉全球副總裁陶琳的說法，截至 2020 年底，國產特斯拉的零部件國產化率已基本達到 100%。這和小米 2011 年製造手機時面臨","images":[{"img":"https://static.tigerbbs.com/49a0a2746ceb68ec4d76bc3c6b1d867f","width":"1920","height":"1440"},{"img":"https://static.tigerbbs.com/e2c59376a7347cb40832403cf8a2f12f","width":"1080","height":"2339"},{"img":"https://static.tigerbbs.com/5f6b836072aeda3281f6c461c3fbeafb","width":"550","height":"332"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355730919","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1410,"gmtBegin":1617103207650,"gmtEnd":1617189592737,"type":1,"upper":1,"title":"你看好小米嗎？","choices":[{"id":5240,"sort":1,"name":"看好小米","userSize":1170,"voted":false},{"id":5241,"sort":2,"name":"不看好小米","userSize":185,"voted":false}]},"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385633180,"gmtCreate":1613539998140,"gmtModify":1704881788159,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>??","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>??","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$??","images":[{"img":"https://static.tigerbbs.com/4e22e747889118dbb0680dcfe9dad7cd","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/385633180","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388510340,"gmtCreate":1613061893680,"gmtModify":1704878101447,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388510340","repostId":"388131879","repostType":1,"repost":{"id":388131879,"gmtCreate":1613035258191,"gmtModify":1704877581747,"author":{"id":"3567808154497760","authorId":"3567808154497760","name":"全職業餘韭菜","avatar":"https://static.tigerbbs.com/6b62e9b713b0e17fd9d5ed61a8e434d9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567808154497760","authorIdStr":"3567808154497760"},"themes":[],"title":"體育+博弈+手遊=Skillz","htmlText":"今天來分享一個近期我個人看好的中線操作股票-<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>#近期參考買入價位-40，35，25#近期壓力位-46，50-近期想到體育，可能會想到<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>想到博弈，可能會想到<a href=\"https://laohu8.com/S/GME\">$遊戲驛站(GME)$</a>（有人歡喜有人愁的博弈[捂臉]&nbsp;）想到手遊，可能會想到<a href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a><a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>那如果有一隻股票能綜合上述3個要素呢？-如標題，Skillz集合了了3種吸金能力相當強的業務。先簡單介紹下skillz，他就是一個大家都能下載的app。基本上skillz的進行方式就是2個人進入了一個遊戲廳，然後各自給入場費。最終扣除了給遊戲開發者的費用以及平臺費後，剩餘的錢就是由遊戲勝利者獲得。例：玩家1，玩家2各自給了0.6美金（加起來1.2美金）接下來其中的1.04美金會分給遊戲勝利者剩下的0.16美金則會是skillz收取的費用*GMV為gross merchandise volume的縮寫，意為成交總額。資料來源：https://investors.skillz.com/events-and-presentations/presentations/default.aspx比較起書籍音樂電影，遊戲的市場可以說是相當大的。按照skillz的估算，可以達到149billion，而其中的78billion是由","listText":"今天來分享一個近期我個人看好的中線操作股票-<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>#近期參考買入價位-40，35，25#近期壓力位-46，50-近期想到體育，可能會想到<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>想到博弈，可能會想到<a href=\"https://laohu8.com/S/GME\">$遊戲驛站(GME)$</a>（有人歡喜有人愁的博弈[捂臉]&nbsp;）想到手遊，可能會想到<a href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a><a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>那如果有一隻股票能綜合上述3個要素呢？-如標題，Skillz集合了了3種吸金能力相當強的業務。先簡單介紹下skillz，他就是一個大家都能下載的app。基本上skillz的進行方式就是2個人進入了一個遊戲廳，然後各自給入場費。最終扣除了給遊戲開發者的費用以及平臺費後，剩餘的錢就是由遊戲勝利者獲得。例：玩家1，玩家2各自給了0.6美金（加起來1.2美金）接下來其中的1.04美金會分給遊戲勝利者剩下的0.16美金則會是skillz收取的費用*GMV為gross merchandise volume的縮寫，意為成交總額。資料來源：https://investors.skillz.com/events-and-presentations/presentations/default.aspx比較起書籍音樂電影，遊戲的市場可以說是相當大的。按照skillz的估算，可以達到149billion，而其中的78billion是由","text":"今天來分享一個近期我個人看好的中線操作股票-$Skillz Inc(SKLZ)$#近期參考買入價位-40，35，25#近期壓力位-46，50-近期想到體育，可能會想到$fuboTV Inc.(FUBO)$想到博弈，可能會想到$遊戲驛站(GME)$（有人歡喜有人愁的博弈[捂臉] ）想到手遊，可能會想到$騰訊控股(00700)$$Unity Software 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volume的縮寫，意為成交總額。資料來源：https://investors.skillz.com/events-and-presentations/presentations/default.aspx比較起書籍音樂電影，遊戲的市場可以說是相當大的。按照skillz的估算，可以達到149billion，而其中的78billion是由","images":[{"img":"https://static.tigerbbs.com/66a46eb18eadc7f69a5d0cf5d58f661c","width":"2340","height":"1080"},{"img":"https://static.tigerbbs.com/955b28bbc5152e1eb5f7bd6a3a66606d","width":"1080","height":"606"},{"img":"https://static.tigerbbs.com/f40f3e3e57debb2e38e331d5dc32a53b","width":"1080","height":"881"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388131879","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380312959,"gmtCreate":1612515338771,"gmtModify":1704872203565,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"160.87% 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這兩天香港市場最大的新聞莫過於美團的港股定增。<a href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 4月20日，美團公告完成1.87億股的先舊後新配售和30億美元的可轉債發行，總共募集資金接近100億美元，其中騰訊認購了4億美元。 這個熟悉的操作讓糧廠研究員一下聯想起去年12月份小米集團的港股配售，完成10億港股的先舊後新配售的同時，也搭配了8.55億美元的可轉債。 小米和美團的定增+可轉債交易裏都看到了高盛的參與，相信是同一個團隊的手筆。<a href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 港股配售和先舊後新的形式在各大論壇已經被廣泛討論解讀，但同步搭配發行的零息可轉債卻很少被提起。今天，金融工程背景的糧廠研究員帶着大家簡單普及一下小米和美團發行的可轉債以及背後的邏輯。 可轉換債券（convertible bond）是債券持有人可按照發行時約定的轉股價將債券轉換成公司普通股票的債券。如果債券持有人不想轉換，則可以繼續持有債券，直到償還期滿時收取本金和利息，或者在流通市場出售變現。簡單來說，可以將可轉債理解爲含有轉股期權的普通債券。 一般而言，對於同一發行人，可轉債的票息會低於其他同清償順位債券的票息，以反映可轉債中隱含的轉股期權的價值。在發行當下不稀釋股權的情況下，降低發行人的票息現金流支出，比較符合科技公司的業務發展偏好。 糧廠研究員在彭博裏找到了269支科技公司（按照BIS分類標準）發行的未到期美元計價可轉債，其中大中華區發行人的可轉債有30支，包括聯想、富士康、中芯國際等。 但是，小米和美團這種搭配股票配售發行的可轉","listText":"“糧廠點評”頻道致力於點評糧廠的季度財報、產品發佈會、市場表現或其他重大事件，不追求信息即時性和效率性，主要爲讀者提供糧廠研究員的觀點。 這兩天香港市場最大的新聞莫過於美團的港股定增。<a href=\"https://laohu8.com/S/03690\">$美團-W(03690)$</a> 4月20日，美團公告完成1.87億股的先舊後新配售和30億美元的可轉債發行，總共募集資金接近100億美元，其中騰訊認購了4億美元。 這個熟悉的操作讓糧廠研究員一下聯想起去年12月份小米集團的港股配售，完成10億港股的先舊後新配售的同時，也搭配了8.55億美元的可轉債。 小米和美團的定增+可轉債交易裏都看到了高盛的參與，相信是同一個團隊的手筆。<a href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 港股配售和先舊後新的形式在各大論壇已經被廣泛討論解讀，但同步搭配發行的零息可轉債卻很少被提起。今天，金融工程背景的糧廠研究員帶着大家簡單普及一下小米和美團發行的可轉債以及背後的邏輯。 可轉換債券（convertible bond）是債券持有人可按照發行時約定的轉股價將債券轉換成公司普通股票的債券。如果債券持有人不想轉換，則可以繼續持有債券，直到償還期滿時收取本金和利息，或者在流通市場出售變現。簡單來說，可以將可轉債理解爲含有轉股期權的普通債券。 一般而言，對於同一發行人，可轉債的票息會低於其他同清償順位債券的票息，以反映可轉債中隱含的轉股期權的價值。在發行當下不稀釋股權的情況下，降低發行人的票息現金流支出，比較符合科技公司的業務發展偏好。 糧廠研究員在彭博裏找到了269支科技公司（按照BIS分類標準）發行的未到期美元計價可轉債，其中大中華區發行人的可轉債有30支，包括聯想、富士康、中芯國際等。 但是，小米和美團這種搭配股票配售發行的可轉","text":"“糧廠點評”頻道致力於點評糧廠的季度財報、產品發佈會、市場表現或其他重大事件，不追求信息即時性和效率性，主要爲讀者提供糧廠研究員的觀點。 這兩天香港市場最大的新聞莫過於美團的港股定增。$美團-W(03690)$ 4月20日，美團公告完成1.87億股的先舊後新配售和30億美元的可轉債發行，總共募集資金接近100億美元，其中騰訊認購了4億美元。 這個熟悉的操作讓糧廠研究員一下聯想起去年12月份小米集團的港股配售，完成10億港股的先舊後新配售的同時，也搭配了8.55億美元的可轉債。 小米和美團的定增+可轉債交易裏都看到了高盛的參與，相信是同一個團隊的手筆。$小米集團-W(01810)$ 港股配售和先舊後新的形式在各大論壇已經被廣泛討論解讀，但同步搭配發行的零息可轉債卻很少被提起。今天，金融工程背景的糧廠研究員帶着大家簡單普及一下小米和美團發行的可轉債以及背後的邏輯。 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target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16170889636233&quot;}\" target=\"_blank\">戳我觀看發佈會</a>，瞭解小米造車細節，7:30我們不見不散 小米官宣造車 小米發佈公告表示，本公司董事會正式批准智能電動汽車業務立項。本公司擬成立一家全資子公司，負責智能電動汽車業務。首期投資爲100億元人民幣，預計未來10年投資額100億美元。本集團首席執行官雷軍先生將兼任智能電動汽車業務的首席執行官。此後，小米集團董事長兼CEO雷軍發微博表示，“關於造車，今晚發佈會上我會跟大家仔細說。 小米爲什麼選擇造車？ 其實關於小米造車的原因市場有很多說法，跟據 <a target=\"_blank\" href=\"https://laohu8.com/U/3530336145106436\">@晚點LatePost</a> 在<a href=\"https://laohu8.com/TW/387359769\" target=\"_blank\">《晚點獨家 | 小米確定造車》</a>一文中總結起來有以下幾點，歡迎虎友們補充 在供應鏈方面，特斯拉等先行者已幫助培育了相對成熟的供應商和具有相關管理經驗的人才。2018 年 7 月，特斯拉與上海市政府達成協議，在中國建立工廠，生產國產化特斯拉。根據特斯拉全球副總裁陶琳的說法，截至 2020 年底，國產特斯拉的零部件國產化率已基本達到 100%。這和小米 2011 年製造手機時面臨","listText":"年輕人的第一臺電動車終於要來了！反反覆覆傳聞了許久，在多次闢謠之後，小米官方終於確認造車。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16170889636233&quot;}\" target=\"_blank\">戳我觀看發佈會</a>，瞭解小米造車細節，7:30我們不見不散 小米官宣造車 小米發佈公告表示，本公司董事會正式批准智能電動汽車業務立項。本公司擬成立一家全資子公司，負責智能電動汽車業務。首期投資爲100億元人民幣，預計未來10年投資額100億美元。本集團首席執行官雷軍先生將兼任智能電動汽車業務的首席執行官。此後，小米集團董事長兼CEO雷軍發微博表示，“關於造車，今晚發佈會上我會跟大家仔細說。 小米爲什麼選擇造車？ 其實關於小米造車的原因市場有很多說法，跟據 <a target=\"_blank\" href=\"https://laohu8.com/U/3530336145106436\">@晚點LatePost</a> 在<a href=\"https://laohu8.com/TW/387359769\" target=\"_blank\">《晚點獨家 | 小米確定造車》</a>一文中總結起來有以下幾點，歡迎虎友們補充 在供應鏈方面，特斯拉等先行者已幫助培育了相對成熟的供應商和具有相關管理經驗的人才。2018 年 7 月，特斯拉與上海市政府達成協議，在中國建立工廠，生產國產化特斯拉。根據特斯拉全球副總裁陶琳的說法，截至 2020 年底，國產特斯拉的零部件國產化率已基本達到 100%。這和小米 2011 年製造手機時面臨","text":"年輕人的第一臺電動車終於要來了！反反覆覆傳聞了許久，在多次闢謠之後，小米官方終於確認造車。$小米集團-W(01810)$ 戳我觀看發佈會，瞭解小米造車細節，7:30我們不見不散 小米官宣造車 小米發佈公告表示，本公司董事會正式批准智能電動汽車業務立項。本公司擬成立一家全資子公司，負責智能電動汽車業務。首期投資爲100億元人民幣，預計未來10年投資額100億美元。本集團首席執行官雷軍先生將兼任智能電動汽車業務的首席執行官。此後，小米集團董事長兼CEO雷軍發微博表示，“關於造車，今晚發佈會上我會跟大家仔細說。 小米爲什麼選擇造車？ 其實關於小米造車的原因市場有很多說法，跟據 @晚點LatePost 在《晚點獨家 | 小米確定造車》一文中總結起來有以下幾點，歡迎虎友們補充 在供應鏈方面，特斯拉等先行者已幫助培育了相對成熟的供應商和具有相關管理經驗的人才。2018 年 7 月，特斯拉與上海市政府達成協議，在中國建立工廠，生產國產化特斯拉。根據特斯拉全球副總裁陶琳的說法，截至 2020 年底，國產特斯拉的零部件國產化率已基本達到 100%。這和小米 2011 年製造手機時面臨","images":[{"img":"https://static.tigerbbs.com/49a0a2746ceb68ec4d76bc3c6b1d867f","width":"1920","height":"1440"},{"img":"https://static.tigerbbs.com/e2c59376a7347cb40832403cf8a2f12f","width":"1080","height":"2339"},{"img":"https://static.tigerbbs.com/5f6b836072aeda3281f6c461c3fbeafb","width":"550","height":"332"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355730919","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1410,"gmtBegin":1617103207650,"gmtEnd":1617189592737,"type":1,"upper":1,"title":"你看好小米嗎？","choices":[{"id":5240,"sort":1,"name":"看好小米","userSize":1170,"voted":false},{"id":5241,"sort":2,"name":"不看好小米","userSize":185,"voted":false}]},"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385633180,"gmtCreate":1613539998140,"gmtModify":1704881788159,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"<a 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Q2：“信仰股”的一次加分卷","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 昨天財報大漲，碾壓預期自然。但相信虎友們更關注細節，亮點部分公司其實總結很好了， PPT部分更直觀做出了圖表： 首先我想補充三張圖，爲虎友們展示整體趨勢感，以營收、contribution margin、分部營收三個指標爲例如下， 從營收增速來說，49.1%略高於上季度48.8%,，可說是持平。而表現在contribution margin則是躍升。 第三張圖展現的分部營收，商業部門的表現穩中有升。關於Palantir的未來，做一個不夠準確的類比：政府部門如果說是護城河，商業部門或許是想象空間。在20Q4商業部門環比收入下降後，Palantir股價經歷了一段下跌時光。 之於Palantir，如果無法把握市場對它的估值邏輯，則無法形成洞見。關於這部分，上季度財報分析文章我有去寫（<a href=\"https://laohu8.com/TW/193038922\" target=\"_blank\">鏈接附在此處</a>）。其中有兩句話，我以爲對於把握Palantir估值很重要： Palantir自己宣稱，到2025年實現40億美元收入的目標。 管理層說過，他們相信直到FY25爲止，每年的收入增長都將超過30％。 對於一隻SAAS股，對於一隻成長股，需不停檢驗它的成長邏輯，調整對它的估值看法。以本季度而言，Palantir合格且加分。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 昨天財報大漲，碾壓預期自然。但相信虎友們更關注細節，亮點部分公司其實總結很好了， PPT部分更直觀做出了圖表： 首先我想補充三張圖，爲虎友們展示整體趨勢感，以營收、contribution margin、分部營收三個指標爲例如下， 從營收增速來說，49.1%略高於上季度48.8%,，可說是持平。而表現在contribution margin則是躍升。 第三張圖展現的分部營收，商業部門的表現穩中有升。關於Palantir的未來，做一個不夠準確的類比：政府部門如果說是護城河，商業部門或許是想象空間。在20Q4商業部門環比收入下降後，Palantir股價經歷了一段下跌時光。 之於Palantir，如果無法把握市場對它的估值邏輯，則無法形成洞見。關於這部分，上季度財報分析文章我有去寫（<a href=\"https://laohu8.com/TW/193038922\" target=\"_blank\">鏈接附在此處</a>）。其中有兩句話，我以爲對於把握Palantir估值很重要： Palantir自己宣稱，到2025年實現40億美元收入的目標。 管理層說過，他們相信直到FY25爲止，每年的收入增長都將超過30％。 對於一隻SAAS股，對於一隻成長股，需不停檢驗它的成長邏輯，調整對它的估值看法。以本季度而言，Palantir合格且加分。","text":"$Palantir Technologies Inc.(PLTR)$ 昨天財報大漲，碾壓預期自然。但相信虎友們更關注細節，亮點部分公司其實總結很好了， PPT部分更直觀做出了圖表： 首先我想補充三張圖，爲虎友們展示整體趨勢感，以營收、contribution margin、分部營收三個指標爲例如下， 從營收增速來說，49.1%略高於上季度48.8%,，可說是持平。而表現在contribution margin則是躍升。 第三張圖展現的分部營收，商業部門的表現穩中有升。關於Palantir的未來，做一個不夠準確的類比：政府部門如果說是護城河，商業部門或許是想象空間。在20Q4商業部門環比收入下降後，Palantir股價經歷了一段下跌時光。 之於Palantir，如果無法把握市場對它的估值邏輯，則無法形成洞見。關於這部分，上季度財報分析文章我有去寫（鏈接附在此處）。其中有兩句話，我以爲對於把握Palantir估值很重要： Palantir自己宣稱，到2025年實現40億美元收入的目標。 管理層說過，他們相信直到FY25爲止，每年的收入增長都將超過30％。 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href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>#近期參考買入價位-40，35，25#近期壓力位-46，50-近期想到體育，可能會想到<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>想到博弈，可能會想到<a href=\"https://laohu8.com/S/GME\">$遊戲驛站(GME)$</a>（有人歡喜有人愁的博弈[捂臉]&nbsp;）想到手遊，可能會想到<a href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a><a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>那如果有一隻股票能綜合上述3個要素呢？-如標題，Skillz集合了了3種吸金能力相當強的業務。先簡單介紹下skillz，他就是一個大家都能下載的app。基本上skillz的進行方式就是2個人進入了一個遊戲廳，然後各自給入場費。最終扣除了給遊戲開發者的費用以及平臺費後，剩餘的錢就是由遊戲勝利者獲得。例：玩家1，玩家2各自給了0.6美金（加起來1.2美金）接下來其中的1.04美金會分給遊戲勝利者剩下的0.16美金則會是skillz收取的費用*GMV為gross merchandise volume的縮寫，意為成交總額。資料來源：https://investors.skillz.com/events-and-presentations/presentations/default.aspx比較起書籍音樂電影，遊戲的市場可以說是相當大的。按照skillz的估算，可以達到149billion，而其中的78billion是由","listText":"今天來分享一個近期我個人看好的中線操作股票-<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>#近期參考買入價位-40，35，25#近期壓力位-46，50-近期想到體育，可能會想到<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>想到博弈，可能會想到<a href=\"https://laohu8.com/S/GME\">$遊戲驛站(GME)$</a>（有人歡喜有人愁的博弈[捂臉]&nbsp;）想到手遊，可能會想到<a href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a><a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>那如果有一隻股票能綜合上述3個要素呢？-如標題，Skillz集合了了3種吸金能力相當強的業務。先簡單介紹下skillz，他就是一個大家都能下載的app。基本上skillz的進行方式就是2個人進入了一個遊戲廳，然後各自給入場費。最終扣除了給遊戲開發者的費用以及平臺費後，剩餘的錢就是由遊戲勝利者獲得。例：玩家1，玩家2各自給了0.6美金（加起來1.2美金）接下來其中的1.04美金會分給遊戲勝利者剩下的0.16美金則會是skillz收取的費用*GMV為gross merchandise volume的縮寫，意為成交總額。資料來源：https://investors.skillz.com/events-and-presentations/presentations/default.aspx比較起書籍音樂電影，遊戲的市場可以說是相當大的。按照skillz的估算，可以達到149billion，而其中的78billion是由","text":"今天來分享一個近期我個人看好的中線操作股票-$Skillz Inc(SKLZ)$#近期參考買入價位-40，35，25#近期壓力位-46，50-近期想到體育，可能會想到$fuboTV Inc.(FUBO)$想到博弈，可能會想到$遊戲驛站(GME)$（有人歡喜有人愁的博弈[捂臉] ）想到手遊，可能會想到$騰訊控股(00700)$$Unity Software Inc.(U)$那如果有一隻股票能綜合上述3個要素呢？-如標題，Skillz集合了了3種吸金能力相當強的業務。先簡單介紹下skillz，他就是一個大家都能下載的app。基本上skillz的進行方式就是2個人進入了一個遊戲廳，然後各自給入場費。最終扣除了給遊戲開發者的費用以及平臺費後，剩餘的錢就是由遊戲勝利者獲得。例：玩家1，玩家2各自給了0.6美金（加起來1.2美金）接下來其中的1.04美金會分給遊戲勝利者剩下的0.16美金則會是skillz收取的費用*GMV為gross merchandise volume的縮寫，意為成交總額。資料來源：https://investors.skillz.com/events-and-presentations/presentations/default.aspx比較起書籍音樂電影，遊戲的市場可以說是相當大的。按照skillz的估算，可以達到149billion，而其中的78billion是由","images":[{"img":"https://static.tigerbbs.com/66a46eb18eadc7f69a5d0cf5d58f661c","width":"2340","height":"1080"},{"img":"https://static.tigerbbs.com/955b28bbc5152e1eb5f7bd6a3a66606d","width":"1080","height":"606"},{"img":"https://static.tigerbbs.com/f40f3e3e57debb2e38e331d5dc32a53b","width":"1080","height":"881"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388131879","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380312959,"gmtCreate":1612515338771,"gmtModify":1704872203565,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"160.87% ?","listText":"160.87% ?","text":"160.87% ?","images":[{"img":"https://static.tigerbbs.com/7168007ca3cbb020bd62a2f523e136fc","width":"1125","height":"3002"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380312959","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":315499518,"gmtCreate":1612269299334,"gmtModify":1704868989704,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315499518","repostId":"1179718017","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382502948720984,"gmtCreate":1734361335575,"gmtModify":1734361337675,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"<a 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Go Go Go!","listText":"Need one more game to win the share. Go Go Go!","text":"Need one more game to win the share. Go Go Go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944244028","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031973528,"gmtCreate":1646437370296,"gmtModify":1676534128634,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031973528","repostId":"1128325633","repostType":4,"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892833722,"gmtCreate":1628647213266,"gmtModify":1676529807811,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892833722","repostId":"1194834011","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892833954,"gmtCreate":1628647200178,"gmtModify":1676529807796,"author":{"id":"3565156323671791","authorId":"3565156323671791","name":"Kane83","avatar":"https://static.tigerbbs.com/f7a7fe8ce9ad2e789b2d1a7c213d4129","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3565156323671791","authorIdStr":"3565156323671791"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892833954","repostId":"1194834011","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}