SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

OPEN

状态日期:2026-05-27

谨慎
中低低未知
概览观点时间线信号证据AI行业

Serenity观点

看空

推文立场

价格动量

总览股票跟踪推文AI关注我

中性

60D / 252D

信号分数

15

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

-

未知

概览

核心结论

作者立场:看空;价格动量:中性。最新证据:The moment it’s disclosed like $OPEN it’s probably run up too much. Its not a good buy signal 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 2 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

看空

价格动量

中性

首次提出

2025-07-23 14:09

来源

llm

更新时间

2025-10-25 14:25

作者立场:看空;价格动量:中性。最新证据:The moment it’s disclosed like $OPEN it’s probably run up too much. Its not a good buy signal

当前观点证据

2025-10-25 14:25看空

The moment it’s disclosed like $OPEN it’s probably run up too much. Its not a good buy signal

Serenity 变化

时间线

首次提出2025-07-23 14:09中性
原推

$OPEN squeezed but people didn't sell, which is why one might have 'lost 40%'

  1. 2025-10-25 14:25看空观点延续

    The moment it’s disclosed like $OPEN it’s probably run up too much. Its not a good buy signal

  2. 2025-10-05 04:44看空观点延续

    Then add $JOBY, $OPEN, IONQ, etc. retroactively after a 1000%+ rise... your portfolio will get nuked.

  3. 2025-10-05 04:23看空观点延续

    If $RGTI, $OKLO, $JOBY, $OPEN, $IONQ are your top choices... have fun nuking the portfolio.

  4. 2025-09-26 00:25看空观点延续

    add $OPEN... if we wanted to follow the WSB crowd. I'm 80% convinced Citadel... want retail to lose money.

  5. 2025-09-23 07:22看空事实更新

    triple rate cut doesn't really affect leasing too much compared to home sales like $Z or $OPEN.

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 2

复核时间:2026-06-26

证据

证据摘要

最新期 -营收 -Beta -披露 10-Q
展开证据详情

年度数据

基本面证据

当前 profile 没有可解析的财务序列。

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-18 13:10seekingalpha.com
Opendoor Technologies Inc. (OPEN) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
2026-05-17 10:35fool.com
Is Opendoor Stock a Buy After Its CEO Purchased 100,000 Shares?
2026-05-14 13:11zacks.com
Opendoor's Cohort Metrics Jump 3x: Is It 2.0 Changing the Narrative?

近期披露

披露信息

最新披露为 2026-05-07 的 10-Q;近 30 天共有 2 条披露。已观察表格:10-K x1, 10-Q x2, 8-K x7。复核重点:财务报表、指引、现金流、风险因素和会计政策更新。

2026-05-0710-Q
open-20260331.htm
2026-05-078-K
open-20260507.htm
2026-02-1910-K
open-20251231.htm

近期推文

作者立场

立场

看空

价格动量

中性

2025-10-25 14:25看空

The moment it’s disclosed like $OPEN it’s probably run up too much. Its not a good buy signal

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

-

敏感度

成长敏感

情绪风险

低

估值风险

未知

背景

行业与主题

ai-infrastructure

ai-infrastructureconsumer

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: bearish
  • filing_review: read latest SEC filing before treating the state as stable

背景

行业背景

ai-infrastructure

提及 19新闻 0股票 96
股票池

OPEN

谨慎中低低未知

状态日期:2026-05-27

复核时间:2026-06-26

作者立场

看空

llm

价格动量

中性

60D / 252D

信号分数

15

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

2

10-Q

收入同比

-

未知

Beta

-

成长敏感

llm · 2025-10-25 14:25

Serenity 时间线

首次提出2025-07-23 14:09中性
原推

$OPEN squeezed but people didn't sell, which is why one might have 'lost 40%'

  1. 2025-10-25 14:25看空观点延续

    The moment it’s disclosed like $OPEN it’s probably run up too much. Its not a good buy signal

  2. 2025-10-05 04:44看空观点延续

    Then add $JOBY, $OPEN, IONQ, etc. retroactively after a 1000%+ rise... your portfolio will get nuked.

  3. 2025-10-05 04:23看空观点延续

    If $RGTI, $OKLO, $JOBY, $OPEN, $IONQ are your top choices... have fun nuking the portfolio.

  4. 2025-09-26 00:25看空观点延续

    add $OPEN... if we wanted to follow the WSB crowd. I'm 80% convinced Citadel... want retail to lose money.

  5. 2025-09-23 07:22看空事实更新

    triple rate cut doesn't really affect leasing too much compared to home sales like $Z or $OPEN.

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

当前 profile 没有可解析的财务序列。

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 低 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: bearish
  • filing_review: read latest SEC filing before treating the state as stable

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

ai-infrastructure

提及 19新闻 0股票 96
2026-05-18 13:10seekingalpha.com
Opendoor Technologies Inc. (OPEN) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
2026-05-17 10:35fool.com
Is Opendoor Stock a Buy After Its CEO Purchased 100,000 Shares?
2026-05-14 13:11zacks.com
Opendoor's Cohort Metrics Jump 3x: Is It 2.0 Changing the Narrative?
2026-05-14 04:05fool.com
Is It Finally Time to Buy Opendoor Stock?
2026-05-13 08:25forbes.com
How The Next Systemic Shock Could Impact OPEN Stock
2026-05-12 09:00globenewswire.com
Opendoor to Present at JP Morgan's 2026 Global Technology, Media and Communications Conference
2026-05-08 09:20benzinga.com
Opendoor Reports Q1 Double Beat, Highest Acquisition Contract Levels Since 2022
2026-05-07 20:11zacks.com
Opendoor Technologies Inc. (OPEN) Reports Q1 Loss, Tops Revenue Estimates
2026-05-07 16:54benzinga.com
Opendoor Posts Better-Than-Expected Q1 Results: Details
2026-05-07 16:05globenewswire.com
Q1 2026 Open House: October Was Just The Start - Cohort After Cohort Beating On Margin & Resale Velocity While Acquisitions Accelerate

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-07 的 10-Q;近 30 天共有 2 条披露。已观察表格:10-K x1, 10-Q x2, 8-K x7。复核重点:财务报表、指引、现金流、风险因素和会计政策更新。

近期披露

2026-05-0710-Q
open-20260331.htm
2026-05-078-K
open-20260507.htm
2026-02-1910-K
open-20251231.htm
2026-02-198-K
open-20260219.htm
2026-01-268-K
open-20260126.htm
2025-12-158-K
ef20061208_8k.htm
2025-11-218-K
ef20059583_8k.htm
2025-11-078-K
ny20058304x3_8k.htm
2025-11-068-K
ny20058304x2_8k.htm
2025-11-0610-Q
open-20250930.htm

beta / 动量 / 主题

大盘敏感度

Beta

-

状态

成长敏感

立场

看空

动量

中性

谨慎 · 未知

板块定位

行业

ai-infrastructure

ai-infrastructureconsumer