Pohmoi personal page - To The Moon

Pohmoi

可以不要放上名字吗改成131517

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11-26

ea

@期權叻叻虎:5.4美元以上就賺錢的蔚來策略

06-12

$CrowdStrike Holdings, Inc.(CRWD)$

2024-07-30

$Archer Aviation Inc.(ACHR)$

2024-06-17

$星展集团控股(D05.SI)$

2024-02-11

、

@JaminBall:AI is proving it can catalyze the next phase of growth

2024-02-09

$ARM Holdings Ltd(ARM)$

2023-09-15

$Arm Holdings(ARM)$

2023-04-17

? Saas

Sorry, the original content has been removed

2022-09-15

$奥驰亚(MO)$

2022-08-25

$特斯拉(TSLA)$

2021-06-23

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@Pohmoi:我的交易戶口爲什庅不看到我所持有的股票

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href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> 預計於 2025 年11月25日（美國市場開盤前） 發佈 Q3 財報。市場共識EPS爲-0.22美元（+29.0%），市場共識收入估計爲31.4億美元（+18.0%）。在過去兩年裏，蔚來有38%的時間超過預估EPS，25%的時間超過預估收入。回望上次財報，第二季度收入同比增長9%，達到26.53億美元，主打車輛交付量增長25.6%。淨利潤爲稀釋EPS負0.32美元，較去年同期的負0.35美元有所進步，但比分析師預期低0.03美元。在2025廣州車展上，蔚來董事長李斌表示，公司通過一年多的組織優化已實現更精細化的成本控制，甚至爲省“加班費”提前布展。他透露，因四季度無新車發佈及NIODay活動，且前三季度費用已基本支出完畢，疊加良好銷量與毛利率，蔚來有望在本季度首次實現盈利。李斌同時指出，智能電動車競爭已進入“決賽階段”，但行業穩態或需十年才能形成。蔚來的增長動力主要來自旗下三大品牌（NIO、ONVO、FIREFLY）在高端、主流和入門市場的全面覆蓋。2025 年 10 月總交付量達 4.039 萬輛，環比增長 16.2%，同比大幅增長 92.6%。其中 NIO 高端品牌增長穩健，ONVO 主流品牌同比暴漲，FIREFLY 入門品牌保持穩定放量。隨着市場需求加速轉向純電動平臺，蔚來相較理想、比亞迪表現更突出。第三季度，蔚來預計交付量在87,000至91,000輛之間，收入將達到30450萬美元至31.93億美元，較2024年同季度增長~16.8%，達到22.5%。蔚來當前訂單積壓處於高位，因此公司提出了 2025 年 Q4 交付 15 萬輛的目標（環比增長 72%），並不算激進。10 月高基數交付、三週連續超過 1 萬輛的保險上險量，以及從 2025 年 10 月起產能提升至每月","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> 預計於 2025 年11月25日（美國市場開盤前） 發佈 Q3 財報。市場共識EPS爲-0.22美元（+29.0%），市場共識收入估計爲31.4億美元（+18.0%）。在過去兩年裏，蔚來有38%的時間超過預估EPS，25%的時間超過預估收入。回望上次財報，第二季度收入同比增長9%，達到26.53億美元，主打車輛交付量增長25.6%。淨利潤爲稀釋EPS負0.32美元，較去年同期的負0.35美元有所進步，但比分析師預期低0.03美元。在2025廣州車展上，蔚來董事長李斌表示，公司通過一年多的組織優化已實現更精細化的成本控制，甚至爲省“加班費”提前布展。他透露，因四季度無新車發佈及NIODay活動，且前三季度費用已基本支出完畢，疊加良好銷量與毛利率，蔚來有望在本季度首次實現盈利。李斌同時指出，智能電動車競爭已進入“決賽階段”，但行業穩態或需十年才能形成。蔚來的增長動力主要來自旗下三大品牌（NIO、ONVO、FIREFLY）在高端、主流和入門市場的全面覆蓋。2025 年 10 月總交付量達 4.039 萬輛，環比增長 16.2%，同比大幅增長 92.6%。其中 NIO 高端品牌增長穩健，ONVO 主流品牌同比暴漲，FIREFLY 入門品牌保持穩定放量。隨着市場需求加速轉向純電動平臺，蔚來相較理想、比亞迪表現更突出。第三季度，蔚來預計交付量在87,000至91,000輛之間，收入將達到30450萬美元至31.93億美元，較2024年同季度增長~16.8%，達到22.5%。蔚來當前訂單積壓處於高位，因此公司提出了 2025 年 Q4 交付 15 萬輛的目標（環比增長 72%），並不算激進。10 月高基數交付、三週連續超過 1 萬輛的保險上險量，以及從 2025 年 10 月起產能提升至每月","text":"$蔚來(NIO)$ 預計於 2025 年11月25日（美國市場開盤前） 發佈 Q3 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月起產能提升至每月","images":[{"img":"https://static.tigerbbs.com/052b5e5bc94e766d2f9104c83782d013","width":"1496","height":"656"},{"img":"https://static.tigerbbs.com/7f0eb8aac6a5b2374128352a8564fdcd","width":"1508","height":"664"},{"img":"https://community-static.tradeup.com/news/085d097f45768901c243acf6e786ef8b","width":"400","height":"400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503957153133320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":445286160560792,"gmtCreate":1749736383725,"gmtModify":1749736385580,"author":{"id":"3583388147855390","authorId":"3583388147855390","name":"Pohmoi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583388147855390","idStr":"3583388147855390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$&nbsp;</a>&nbsp;","text":"$CrowdStrike Holdings, Inc.(CRWD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/445286160560792","isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333110016917616,"gmtCreate":1722353837037,"gmtModify":1722353839756,"author":{"id":"3583388147855390","authorId":"3583388147855390","name":"Pohmoi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583388147855390","idStr":"3583388147855390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ACHR\">$Archer Aviation Inc.(ACHR)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ACHR\">$Archer Aviation Inc.(ACHR)$</a>&nbsp;","text":"$Archer Aviation Inc.(ACHR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333110016917616","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317720597024904,"gmtCreate":1718607547792,"gmtModify":1718607550652,"author":{"id":"3583388147855390","authorId":"3583388147855390","name":"Pohmoi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583388147855390","idStr":"3583388147855390"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$星展集团控股(D05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317720597024904","isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272611579732264,"gmtCreate":1707593512895,"gmtModify":1707593517395,"author":{"id":"3583388147855390","authorId":"3583388147855390","name":"Pohmoi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583388147855390","idStr":"3583388147855390"},"themes":[],"htmlText":"、","listText":"、","text":"、","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272611579732264","repostId":"271669788643344","repostType":1,"repost":{"id":271669788643344,"gmtCreate":1707350144926,"gmtModify":1707357336216,"author":{"id":"9000000000000370","authorId":"9000000000000370","name":"JaminBall","avatar":"https://community-static.tradeup.com/news/e7940eecb39dfce1249f6c959678d8ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000370","idStr":"9000000000000370"},"themes":[],"title":"AI is proving it can catalyze the next phase of growth","htmlText":"Cloud giants ( <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> )all mentioned that optimizations are stabilizing and new workloads are picking back up again. As headwinds subside, AI is proving it can catalyze the next phase of growth. Microsoft is the early frontrunner in capturing AI workloads. Azure AI ended Q4 CY23 with ~53K customers of which &gt;1/3 were new to Azure over the past 12 months, showcasing that they are driving cloud market share gain through AI inference.+GitHub would be one of the fasting growing SaaS companies at $1B+ ARR accelerating at 40% growth Y/Y.Imagehttps://twitter.c","listText":"Cloud giants ( <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> )all mentioned that optimizations are stabilizing and new workloads are picking back up again. As headwinds subside, AI is proving it can catalyze the next phase of growth. Microsoft is the early frontrunner in capturing AI workloads. Azure AI ended Q4 CY23 with ~53K customers of which &gt;1/3 were new to Azure over the past 12 months, showcasing that they are driving cloud market share gain through AI inference.+GitHub would be one of the fasting growing SaaS companies at $1B+ ARR accelerating at 40% growth Y/Y.Imagehttps://twitter.c","text":"Cloud giants ( $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ )all mentioned that optimizations are stabilizing and new workloads are picking back up again. As headwinds subside, AI is proving it can catalyze the next phase of growth. Microsoft is the early frontrunner in capturing AI workloads. 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財報。市場共識EPS爲-0.22美元（+29.0%），市場共識收入估計爲31.4億美元（+18.0%）。在過去兩年裏，蔚來有38%的時間超過預估EPS，25%的時間超過預估收入。回望上次財報，第二季度收入同比增長9%，達到26.53億美元，主打車輛交付量增長25.6%。淨利潤爲稀釋EPS負0.32美元，較去年同期的負0.35美元有所進步，但比分析師預期低0.03美元。在2025廣州車展上，蔚來董事長李斌表示，公司通過一年多的組織優化已實現更精細化的成本控制，甚至爲省“加班費”提前布展。他透露，因四季度無新車發佈及NIODay活動，且前三季度費用已基本支出完畢，疊加良好銷量與毛利率，蔚來有望在本季度首次實現盈利。李斌同時指出，智能電動車競爭已進入“決賽階段”，但行業穩態或需十年才能形成。蔚來的增長動力主要來自旗下三大品牌（NIO、ONVO、FIREFLY）在高端、主流和入門市場的全面覆蓋。2025 年 10 月總交付量達 4.039 萬輛，環比增長 16.2%，同比大幅增長 92.6%。其中 NIO 高端品牌增長穩健，ONVO 主流品牌同比暴漲，FIREFLY 入門品牌保持穩定放量。隨着市場需求加速轉向純電動平臺，蔚來相較理想、比亞迪表現更突出。第三季度，蔚來預計交付量在87,000至91,000輛之間，收入將達到30450萬美元至31.93億美元，較2024年同季度增長~16.8%，達到22.5%。蔚來當前訂單積壓處於高位，因此公司提出了 2025 年 Q4 交付 15 萬輛的目標（環比增長 72%），並不算激進。10 月高基數交付、三週連續超過 1 萬輛的保險上險量，以及從 2025 年 10 月起產能提升至每月","text":"$蔚來(NIO)$ 預計於 2025 年11月25日（美國市場開盤前） 發佈 Q3 財報。市場共識EPS爲-0.22美元（+29.0%），市場共識收入估計爲31.4億美元（+18.0%）。在過去兩年裏，蔚來有38%的時間超過預估EPS，25%的時間超過預估收入。回望上次財報，第二季度收入同比增長9%，達到26.53億美元，主打車輛交付量增長25.6%。淨利潤爲稀釋EPS負0.32美元，較去年同期的負0.35美元有所進步，但比分析師預期低0.03美元。在2025廣州車展上，蔚來董事長李斌表示，公司通過一年多的組織優化已實現更精細化的成本控制，甚至爲省“加班費”提前布展。他透露，因四季度無新車發佈及NIODay活動，且前三季度費用已基本支出完畢，疊加良好銷量與毛利率，蔚來有望在本季度首次實現盈利。李斌同時指出，智能電動車競爭已進入“決賽階段”，但行業穩態或需十年才能形成。蔚來的增長動力主要來自旗下三大品牌（NIO、ONVO、FIREFLY）在高端、主流和入門市場的全面覆蓋。2025 年 10 月總交付量達 4.039 萬輛，環比增長 16.2%，同比大幅增長 92.6%。其中 NIO 高端品牌增長穩健，ONVO 主流品牌同比暴漲，FIREFLY 入門品牌保持穩定放量。隨着市場需求加速轉向純電動平臺，蔚來相較理想、比亞迪表現更突出。第三季度，蔚來預計交付量在87,000至91,000輛之間，收入將達到30450萬美元至31.93億美元，較2024年同季度增長~16.8%，達到22.5%。蔚來當前訂單積壓處於高位，因此公司提出了 2025 年 Q4 交付 15 萬輛的目標（環比增長 72%），並不算激進。10 月高基數交付、三週連續超過 1 萬輛的保險上險量，以及從 2025 年 10 月起產能提升至每月","images":[{"img":"https://static.tigerbbs.com/052b5e5bc94e766d2f9104c83782d013","width":"1496","height":"656"},{"img":"https://static.tigerbbs.com/7f0eb8aac6a5b2374128352a8564fdcd","width":"1508","height":"664"},{"img":"https://community-static.tradeup.com/news/085d097f45768901c243acf6e786ef8b","width":"400","height":"400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503957153133320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":445286160560792,"gmtCreate":1749736383725,"gmtModify":1749736385580,"author":{"id":"3583388147855390","authorId":"3583388147855390","name":"Pohmoi","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583388147855390","idStr":"3583388147855390"},"themes":[],"htmlText":"<a 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