另类数据科技2021-05-14 19:41
$1Life Healthcare(ONEM)$ $Zymergen(ZY)$ $908 Devices(MASS)$
核心观点:
1)本日Ark增持仍然呈现出集中化趋势,ONEM获增持108.79%,ZY获增持26.42%,MASS获增持23.86%。本日减持力度一般,中概股的减持情况值得关注。TMO遭减持93.02%,CRWD遭减持85.83%,FSLY遭减持80.34%。
2)...
暴雪Blizzard2021-03-30 20:06
特别喜欢这样的公司,业务特别简单,看什么?看卖了几台设备。
2020年全年卖了390台,根据披露里说MX908增长了139台,那么根据2019年全年卖了192台MX908,意味着2020年卖了331台MX908,那么剩下的59台都是Rebel和ZipChip。
可是我最关心的是,具体Rebel卖多少?没有说。Recurring Revenue...
暴雪Blizzard2021-03-31 17:48
电话会透露的信息很有限,回答了我昨天两个问题中的一个,也就是三种设备的销售数据。
信息如下:
目前销售和营销员工达到40人了,一年后会达到60人。
搞定一个2500万的美国军队合同,未来两年供应超过350台MX908。
Rebel开始有复购了,超过6个客户买了2台或以上。
Rebel在Q4...
908 Devices的公告
$908 Devices(MASS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-005442 Size: 7 KB 网页链接
$908 Devices(MASS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-005443 Size: 5 KB 网页链接
$908 Devices(MASS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-005371 Size: 8 KB 网页链接
$908 Devices(MASS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-005372 Size: 14 KB 网页链接
$908 Devices(MASS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-005293 Size: 6 KB 网页链接
$908 Devices(MASS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-005294 Size: 14 KB 网页链接
$908 Devices(MASS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-005198 Size: 13 KB 网页链接
$908 Devices(MASS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-005191 Size: 8 KB 网页链接
$908 Devices(MASS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-005192 Size: 13 KB 网页链接
$908 Devices(MASS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001562180-22-005193 Size: 8 KB 网页链接