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AndyChai
2021-08-18
Niu
@弹道美股:別盯着鋰電了!政策紅利即將轉向它?!
AndyChai
2021-08-18
Nicer
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AndyChai
2021-08-13
Nice
@美股研究社:時代“前浪”迅雷被拍打暗礁,Q2財報或道出緣由
AndyChai
2021-08-11
Awesome
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AndyChai
2021-08-05
Nice
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AndyChai
2021-08-02
Cool
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AndyChai
2021-08-01
Pretty sad
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AndyChai
2021-07-31
Merger is imposibble but could happen is collaboration so that both can continue become market leader without doubts
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AndyChai
2021-07-31
Are you sure your information is correct?
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AndyChai
2021-07-31
Nice
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AndyChai
2021-07-30
Great
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AndyChai
2021-07-29
Nice
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AndyChai
2021-07-28
Nice
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AndyChai
2021-07-27
Great
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AndyChai
2021-07-26
Well done
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AndyChai
2021-07-25
Nice
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AndyChai
2021-07-23
Wow another IPO why nowadays so many IPO later all crash how
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AndyChai
2021-07-23
Awesome
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AndyChai
2021-07-22
$Apple(AAPL)$
awesome
AndyChai
2021-07-22
Nice
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Go to Tiger App to see more news
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","listText":"Niu ","text":"Niu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831198013","repostId":"831101408","repostType":1,"repost":{"id":831101408,"gmtCreate":1629293431104,"gmtModify":1676529993793,"author":{"id":"3497328009582754","authorId":"3497328009582754","name":"弹道美股","avatar":"https://static.tigerbbs.com/19b0ffc4ebe1fa04dbda983a4cf50bbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497328009582754","authorIdStr":"3497328009582754"},"themes":[],"title":"別盯着鋰電了!政策紅利即將轉向它?!","htmlText":"我在上週發的《儲能行業深度解讀,三大重磅政策充分打開儲能市場前景!》文章最後寫到氫能發展的戰略位置越來越高,提醒大家關注氫能的政策利好。氫能板塊前些天的表現很強勢,行情走完了嗎?是不是炒概念?接下來要關注什麼?今天我們來詳說氫能。 圖片源自網絡,版權屬原作者今年3月底,長城汽車發佈氫能戰略發佈會,同時舉辦了以“終極能源氫能,距離我們有多遠”爲主題的圓桌論壇。當時,看了一眼這個新聞,加上之前看過的一些行業報道,總覺得氫能距離我們還很遙遠。這個遙遠,第一是從消費者的角度來看,氫能目前還沒什麼使用場景;第二是從產業的商業化階段來看,現有的技術和成本都很難實現規模化應用;第三從投資者的角度看,哪怕是所謂的氫能龍頭,其氫能業務佔比還很低,離給業績做貢獻還很遠。後來我反思了一下,忘記以前是誰說過這句話,借用來總結我的反思挺好,大意就是以終局思維看問題會失去很多過程中的機會。反思過後,我認爲對於氫能,就像十年前的鋰電池一樣,除了技術進步、降本、需求的推動,在產業發展的前期,要多關注政策推動的波動。今天我們就從氫能的發展階段、各國氫能產業政策、氫能產業鏈來梳理一下。1、 氫能是終極能源嗎?爲什麼要大力發展?爲什麼氫能會被冠以“終極能源”的稱號呢?1. 作爲二次能源,氫燃燒後只產生水,既不產生二氧化碳,也不產生顆粒物,是真正的零排放能源。在全球碳中和的目標下,這點顯得尤其重要。2. 氫燃料來源廣泛,可以通過水或可再生能源獲得,也可以從石油、天然氣、煤炭中獲得。3. 氫的能量轉化效率也很高,爲內燃機的2-3倍。4. 無毒:氫氣無味無毒,不會造成人體中毒。此外,氫氣分子量爲2, 僅爲空氣的1/14, 因此,氫氣泄漏於空氣中會自動逃離地面,不會形成聚集,不像其他燃油燃氣在聚集地面時有易爆的危險(氫氣易燃,燃燒時火焰垂直向上,但是不易爆)","listText":"我在上週發的《儲能行業深度解讀,三大重磅政策充分打開儲能市場前景!》文章最後寫到氫能發展的戰略位置越來越高,提醒大家關注氫能的政策利好。氫能板塊前些天的表現很強勢,行情走完了嗎?是不是炒概念?接下來要關注什麼?今天我們來詳說氫能。 圖片源自網絡,版權屬原作者今年3月底,長城汽車發佈氫能戰略發佈會,同時舉辦了以“終極能源氫能,距離我們有多遠”爲主題的圓桌論壇。當時,看了一眼這個新聞,加上之前看過的一些行業報道,總覺得氫能距離我們還很遙遠。這個遙遠,第一是從消費者的角度來看,氫能目前還沒什麼使用場景;第二是從產業的商業化階段來看,現有的技術和成本都很難實現規模化應用;第三從投資者的角度看,哪怕是所謂的氫能龍頭,其氫能業務佔比還很低,離給業績做貢獻還很遠。後來我反思了一下,忘記以前是誰說過這句話,借用來總結我的反思挺好,大意就是以終局思維看問題會失去很多過程中的機會。反思過後,我認爲對於氫能,就像十年前的鋰電池一樣,除了技術進步、降本、需求的推動,在產業發展的前期,要多關注政策推動的波動。今天我們就從氫能的發展階段、各國氫能產業政策、氫能產業鏈來梳理一下。1、 氫能是終極能源嗎?爲什麼要大力發展?爲什麼氫能會被冠以“終極能源”的稱號呢?1. 作爲二次能源,氫燃燒後只產生水,既不產生二氧化碳,也不產生顆粒物,是真正的零排放能源。在全球碳中和的目標下,這點顯得尤其重要。2. 氫燃料來源廣泛,可以通過水或可再生能源獲得,也可以從石油、天然氣、煤炭中獲得。3. 氫的能量轉化效率也很高,爲內燃機的2-3倍。4. 無毒:氫氣無味無毒,不會造成人體中毒。此外,氫氣分子量爲2, 僅爲空氣的1/14, 因此,氫氣泄漏於空氣中會自動逃離地面,不會形成聚集,不像其他燃油燃氣在聚集地面時有易爆的危險(氫氣易燃,燃燒時火焰垂直向上,但是不易爆)","text":"我在上週發的《儲能行業深度解讀,三大重磅政策充分打開儲能市場前景!》文章最後寫到氫能發展的戰略位置越來越高,提醒大家關注氫能的政策利好。氫能板塊前些天的表現很強勢,行情走完了嗎?是不是炒概念?接下來要關注什麼?今天我們來詳說氫能。 圖片源自網絡,版權屬原作者今年3月底,長城汽車發佈氫能戰略發佈會,同時舉辦了以“終極能源氫能,距離我們有多遠”爲主題的圓桌論壇。當時,看了一眼這個新聞,加上之前看過的一些行業報道,總覺得氫能距離我們還很遙遠。這個遙遠,第一是從消費者的角度來看,氫能目前還沒什麼使用場景;第二是從產業的商業化階段來看,現有的技術和成本都很難實現規模化應用;第三從投資者的角度看,哪怕是所謂的氫能龍頭,其氫能業務佔比還很低,離給業績做貢獻還很遠。後來我反思了一下,忘記以前是誰說過這句話,借用來總結我的反思挺好,大意就是以終局思維看問題會失去很多過程中的機會。反思過後,我認爲對於氫能,就像十年前的鋰電池一樣,除了技術進步、降本、需求的推動,在產業發展的前期,要多關注政策推動的波動。今天我們就從氫能的發展階段、各國氫能產業政策、氫能產業鏈來梳理一下。1、 氫能是終極能源嗎?爲什麼要大力發展?爲什麼氫能會被冠以“終極能源”的稱號呢?1. 作爲二次能源,氫燃燒後只產生水,既不產生二氧化碳,也不產生顆粒物,是真正的零排放能源。在全球碳中和的目標下,這點顯得尤其重要。2. 氫燃料來源廣泛,可以通過水或可再生能源獲得,也可以從石油、天然氣、煤炭中獲得。3. 氫的能量轉化效率也很高,爲內燃機的2-3倍。4. 無毒:氫氣無味無毒,不會造成人體中毒。此外,氫氣分子量爲2, 僅爲空氣的1/14, 因此,氫氣泄漏於空氣中會自動逃離地面,不會形成聚集,不像其他燃油燃氣在聚集地面時有易爆的危險(氫氣易燃,燃燒時火焰垂直向上,但是不易爆)","images":[{"img":"https://static.tigerbbs.com/8b1db85c28dbc77e64daff022f21607f","width":"688","height":"455"},{"img":"https://static.tigerbbs.com/69f602cd6940e32e53b09cabee980f0d","width":"688","height":"386"},{"img":"https://static.tigerbbs.com/044633563648bfa203a5c5c909540a2d","width":"688","height":"425"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831101408","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831191387,"gmtCreate":1629293781149,"gmtModify":1676529994009,"author":{"id":"4089165323477880","authorId":"4089165323477880","name":"AndyChai","avatar":"https://static.tigerbbs.com/ad29465bea6ca4af4cbda6b96654b7ee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089165323477880","authorIdStr":"4089165323477880"},"themes":[],"htmlText":"Nicer","listText":"Nicer","text":"Nicer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831191387","repostId":"1102109522","repostType":4,"isVote":1,"tweetType":1,"viewCount":2767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894765919,"gmtCreate":1628858249531,"gmtModify":1676529876771,"author":{"id":"4089165323477880","authorId":"4089165323477880","name":"AndyChai","avatar":"https://static.tigerbbs.com/ad29465bea6ca4af4cbda6b96654b7ee","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089165323477880","authorIdStr":"4089165323477880"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894765919","repostId":"894711779","repostType":1,"repost":{"id":894711779,"gmtCreate":1628856450491,"gmtModify":1676529876073,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"時代“前浪”迅雷被拍打暗礁,Q2財報或道出緣由","htmlText":"PC時代,迅雷曾是一衆下載器中的佼佼者。但隨着PC互聯網趨於飽和,時代加速發展,企業公司經歷了一輪又一輪洗牌,迅雷也被浪潮一次又一次拍打在暗礁上。此後,迅雷不再被市場所推崇,股價也從上市發行價的12美元跌至3美元左右。北京時間8月12日,迅雷<a target=\"_blank\" href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a> 公佈2021年第二季度財報。截至8月12日美股收盤,迅雷股價跌8.37%,報3.72美元。爲順應時代發展,迅雷也想穿上新衣——拓展共享計算和區塊鏈業務。踏入雲計算領域後,迅雷後續發展如何?從本季度財報中我們或許能一探究竟。欲建“護城河”卻差實力財報數據顯示,迅雷2021年二季度總營收5520萬美元,同比上升24.6%,環比上升3.6%,達到收入預期。目前迅雷收入主要源於三個業務板塊:“會員服務”、“雲計算及其它IVAS”和“廣告業務”,其中,前兩者佔據總收入比例較大,是營收的主要來源。二季度,迅雷來自會員服務的收入爲2270萬美元,環比微升3.0%。營收與上季度差別不大,但本季度會員的數量有所下降,截至2021年6月30日,迅雷會員用戶數約爲396萬,上季度會員用戶數約爲405萬。迅雷算得上是PC骨灰級下載器,在順應時代發展中,迅雷曾轉型區塊鏈,推出玩客雲、鏈克等多款產品。區塊鏈曾給迅雷帶來過股價飛漲、營收翻倍的短象,但沒多久迅雷的營收又開始下滑,甚至出現了虧損跡象。老驥伏櫪,迅雷不得不重操舊業,拾起能賺錢的下載服務。兜兜轉轉過去許多年,如今從迅雷的會員數據來看,算不上不好,但遠不能比擬往昔風光。出生於2012年的百度網盤,在2019年時付費用戶已經突破5000萬。此前百度網盤在原來的會員基礎上增加了單日、單次收費模式,這給百度網盤帶來大量新增付費用戶。據Questmobile數據顯示,2019","listText":"PC時代,迅雷曾是一衆下載器中的佼佼者。但隨着PC互聯網趨於飽和,時代加速發展,企業公司經歷了一輪又一輪洗牌,迅雷也被浪潮一次又一次拍打在暗礁上。此後,迅雷不再被市場所推崇,股價也從上市發行價的12美元跌至3美元左右。北京時間8月12日,迅雷<a target=\"_blank\" href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a> 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