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道琼斯指数
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iPhone 8
道琼斯指数
纳斯达克综合指数
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iPhone 8
纳斯达克综合指数
标普500指数
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iPhone 8
标普500指数
恒生指数
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iPhone 8
恒生指数
富时新加坡海峡指数
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iPhone 8
富时新加坡海峡指数
标普/澳交所200指数
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iPhone 8
标普/澳交所200指数
5.55万
阳光财经
·
2024-10-29
美股:本周有今年最多的变量,未来一周雷声隆隆。【2024-10-28】
本周变数较多,本周是大选前的最后一周,同时3季度财报披露的密集一周,本周有42%的标普公司要发布财报,7巨头有5个要发布财报,本周除了财报之外,还有2个关键数据,PCE和非农,分别提示了通膨和就业,对利率走势起决定作用,毕竟11月初又将迎来一次议息会议从赌场押注来看,川普的赢率越来越大,川普概念股发飙,不过无论川普是否能赢,这都是DJT 最后一次辉煌了。这一整年都可以买DJT,但我觉得最后一周就不要碰了,不建议在玩击鼓传花的游戏。
$特朗普媒体科技集团(DJT)$
$道琼斯(.DJI)$
$标普500(.SPX)$
$纳斯达克(.IXIC)$
美股:本周有今年最多的变量,未来一周雷声隆隆。【2024-10-28】
精彩
hhh你能:
你要想说特朗普发财报,现在是赌特朗普上总统,已经不看任何数据了,就看他上任,大姐,年龄不小咋还看不懂市场
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观象咨询
·
2024-10-28
科技指数上涨,布局良机显现?某热门股何时止跌?
1. 科技指数今日上涨,多头走势初现端倪 截至目前,科技指数 上涨 0.73%,符合我们在每周总结中预期的多头走势。不过,鉴于今天是本周的第一天,后续走势仍需密切关注,以确认上涨趋势的持续性。 👉 关于具体的关键点位和深入分析,已在我的 Patreon 更新,感兴趣的朋友可以前往查看。 2. 某知名科技股走势偏弱,建仓时机已到? 相较于科技指数,这只科技股今日表现较为疲软,开盘后一路下行。然而,从 10:45 开始,股价基本在一个狭窄区间内震荡。下午突破某个关键价位后,我们进行了建仓,止损设在下方的重大支撑位。 后续走势推演: • 方案一:强势上涨 如果该股表现强势,明日将站稳某小平台支撑区域,开启新一轮上涨。在上方的重大压力位附近,可能会遇到阻力,此时可适当获利了结部分仓位,剩余持仓观察价格能否突破并站稳,继续向上,让利润奔腾。 • 方案二:小幅回调 若走势稍弱,明日跌破当前支撑区域,可能下探至下一个支撑区域。这也是合适的加仓区域,若能站稳,预计将继续反弹。 • 方案三:继续下行 若跌破前两个支撑区域,股价可能下探至更低的价位寻找支撑。 • 方案四:最差情况——阴跌破位 最差的情况是阴跌跌破关键位置,且无法重新突破。这是我们的底线,若出现这种情况,需果断认错出局,避免更大损失。 操作策略: 无论哪种方案,都需设定相应的止损,不可盲目持仓。如不符合预期,应适当减仓,控制现金流和持仓成本。 👉 具体的价位和操作策略,已在我的 Patreon 上详细分享,欢迎订阅了解。 3. 另一热门股持续下跌,何时迎来转机? 该热门股今日继续下跌,尚未触及下方的大级别支撑位,且未见止跌信号,暂不建议入场。预计明日开盘可能继续下跌,进行均值回归。如果出现投资机会,我们将及时更新。 受平台保护,完整内容见或评论区:https://www.patreon.com/posts/ke-ji-zhi-s
科技指数上涨,布局良机显现?某热门股何时止跌?
# 小米财报符合预期!股价回调到位了吗?
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观象咨询:
https://www.patreon.com/posts/ke-ji-zhi-shu-mi-114855315
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投阅笔记
·
2024-10-29
美股实盘:盈利406.39%以及调仓
本文是美股实盘第三篇,相关文章: 美股实盘:盈利375.40%以及调仓 美股实盘:盈利408.35% 1、总收益率 如上图所示,目前账户总收益来到了406.39%,上次是408.35%,可以看到收益略有下降,接下来说下持仓个股。 2、持仓个股 如上图所示,目前持仓四个股票:PLTR(持仓占比65.69%,上次是80.93%);TEM(持仓占比15.54%,上次是17.06%);RBLX(持仓占比13.15%,上次是0%);RXRX(持仓占比5.46%,上次是1.65%),,如下图所示目前PLTR+231.54%(持仓成本由16下降到13.55);TEM-21.74%(持仓成本54.41);RXRX-4.38%(持仓成本由8.41下降到7.22)。 这期间进行了调仓,卖出了部分PLTR,加仓了RXRX(持股数量增加一倍),新买入RBLX。 PLTR目前的市值到了1007.08亿美元,已经跨入千亿
美股实盘:盈利406.39%以及调仓
# 晒晒更赚钱
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说股论金
·
2024-10-28
$特朗普媒体科技集团(DJT)$
利润奔跑,冲刺中。。。。。。
$特朗普媒体科技集团(DJT)$ 利润奔跑,冲刺中。。。。。。
# 晒晒更赚钱
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西瓜有味
·
2024-10-28
$SolarEdge Technologies, Inc.(SEDG)$
需要头寸,只能先出了,年报看到19.5
$SolarEdge Technologies, Inc.(SEDG)$ 需要头寸,只能先出了,年报看到19.5
# 晒晒更赚钱
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美股投资网
·
2024-10-29
高盛:无惧大选后美股下跌!我们已进入百年来最佳交易期
高盛专家Scott Rubner指出,本周一标志着自1928年以来美股最佳四季度交易期的开始,尤其是在选举年期间。此外,他提到美股的最大买家——上市公司的股票回购窗口期也在周一重启。自1928年以来的选举年数据显示,标普500指数在10月27日至12月31日的中位回报率为6.25%。 Rubner在近两周前成功预测了夏末美股的回调,现在他看涨年末的市场表现,预计标普500指数将超越6000点。他警告交易者要注意“FOMO”(害怕错过),并指出今年交易即将进入最后冲刺阶段,剩余44个交易日。 报告称,10月18日,标普500指数今年第47日创历史新高,当日所创的最高纪录比本周一盘前水平高约20点。Rubner概括,美股面临的最新形势是: 本月月末,美股最大的卖家——养老基金和正处于财年末的共同基金都将减少供应,美股最大的买家——回购的上市公司重新上线,因为企业的回购窗口本周一重启,50%的公司都处于回购窗口开放期。 华尔街的全球共识是,美股将在美国大选后下跌,投资者正在等待下跌到来,预计跌5%。 他列举了一些数字:2019年来,美国资产的资金流向是,流入股市累计550亿美元,债市2.029万亿美元,现金3.465万亿美元。2019 年以来全球资金流动情况是,股市累计9740亿美元,债市2.505 万亿美元现金 3.950 万亿美元。 1996年来的数据显示,11月通常是一年之中资金流入股市的月份,10月流入股票共同基金和ETF的资金在资产管理总规模中占比还是负值,到11月就大增、转为正值,而且占比仅次于每年的1月和4月。 回购方面,美国企业是美股的最大买家。高盛认为,企业回购的窗口将于10月28日周一开启。高盛交易台的数据显示,2007年以来,11 月是一年中历来执行回购规模最大的月份,占年度回购规模的10.40%。高盛估算,2024 年执行的回购股票价值将为9600 亿美元
高盛:无惧大选后美股下跌!我们已进入百年来最佳交易期
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中中聊财经
·
2024-10-29
英特尔:错失收购NVIDIA和投资OpenAI机会,股价跌到底部了吗?
$英特尔(INTC)$
英特尔:错失收购NVIDIA和投资OpenAI的机会,股价跌到底部区域了吗?下面是详细解读: 消息面:Intel在过去多年里,错过了多次可能改写公司乃至整个科技行业历史的机会。 据报道,2005年,时任CEO的Paul Otellini提出了以20亿美元收购当时规模尚小的GPU公司NVIDIA,但遭到了董事会的反对。 如今,NVIDIA凭借在AI和GPU技术上的领先地位,市值已高达3.3万亿美元,而Intel却面临着财务困境,甚至传出可能被高通收购的消息。 此外,Intel在2018年还拒绝了以1亿美元入股当时估值约66.5亿美元的人工智能公司OpenAI。 而如今OpenAI的估值已达到800亿美元,并且凭借着ChatGPT等成为AI领域大红大紫的公司。 报道称,某种程度上来说,这些失误都反映出了Intel在应对未来市场变化方面的滞后,也暴露了其在创新和风险决策上的保守倾向。 个人解读:英特尔(Intel)作为半导体行业的巨头,在过去的几十年里一直是个人电脑革命的核心驱动力之一。然而,随着科技行业的快速发展,尤其是人工智能(AI)和高性能计算(HPC)等新兴领域的崛起,英特尔面临了前所未有的挑战。错失收购NVIDIA和投资OpenAI的机会,反映了公司在面对快速变化的技术环境时的战略决策失误。 首先,未能收购NVIDIA意味着英特尔失去了一个关键的硬件技术来源,特别是当GPU逐渐成为加速计算的核心部件时。随着AI和深度学习的需求增长,GPU因其并行处理能力成为了不可或缺的技术,而NVIDIA正是这一领域的领导者。这不仅影响了英特尔的产品组合,也可能导致了客户流失,因为许多公司转向了NVIDIA来满足他们对于高性能计算的需求。 其次,拒绝投资OpenAI则表明英特尔在软件
英特尔:错失收购NVIDIA和投资OpenAI机会,股价跌到底部了吗?
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方少侠窝轮
·
2024-10-28
2024.10.28 百度
回顾投资历程,毕业赚到第一桶金价投中芯国际亏损90%,随后抓到几波行情实现逆转,随后判断金融危机会发生(美股小银行破产),本金取出利润all in做空美股,惨败收场。如今开启新的投资历程,利用好曾经的赚钱手法跟惨痛教训,去战胜自己吧。 曾经比较熟悉的票,大早上#舜宇 低开计划直接低吸,转账实在太慢,下午做#百度 超跌反弹,等待行情方向明确加仓/止损了
2024.10.28 百度
精彩
小王要进球:
加油加油,机会就在眼前!失败是成功之母,加油
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期权异动观察
·
2024-10-28
热门股covered call 量化策略【10月28日】
卖备兑看涨期权(sell covered call),是很多大的基金采用的策略,美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是,持有或买入股票,卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者,通过做备兑,对冲一下风险,可能会获得额外收益。 小涨多赚钱,不涨多赚钱,下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑,对成熟投资者,可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作,则最后的总资产为675484美元 持有期间如果进行covered call策略,每周操作一次;如果行权卖出100股股票后,下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略:卖出看涨期权池(仅供参考) 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率
$TSLA 20241108 320.0 call$
TSLA 2024/11/08 320.0 1.920000 0.690000 21.69%
$NVDA 20241108 152.5 call$
NVDA 2024/11/08 152.5 1.600000 0.460000 34.38%
热门股covered call 量化策略【10月28日】
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美股投资网
·
2024-10-29
超燃!马斯克竞选激情演讲!让美国达到新高度!
在美国公众的众目睽睽之下,53岁的马斯克投入了自己的时间、经营技巧和充裕的腰包,试图让共和党人当选——这在传统上更喜欢在幕后影响政治的美国商界精英中实属罕见。 根据非营利性追踪机构Open Secrets的数据,马斯克支持特朗普的政治行动委员会America PAC在本选举周期的支出已经超过了1.19亿美元。根据非营利性追踪机构Open Secrets的数据,马斯克支持特朗普的政治行动委员会America PAC在本选举周期的支出已经超过了1.19亿美元。
$特斯拉(TSLA)$
$英伟达(NVDA)$
$美国超微公司(AMD)$
$苹果(AAPL)$
$亚马逊(AMZN)$
超燃!马斯克竞选激情演讲!让美国达到新高度!
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FX168财经视频栏目
·
2024-10-29
五巨头财报本周将悉数登场 能否继续成为大盘增长“神药”?
美国股市周一(10月28日)走高,虽然临近大选以及本周一系列重要数据和重磅财报即将公布,市场情绪略偏紧张,但整体乐观情绪并未消退,这帮助股指维持高位。个股方面,今天考虑到本周的重头戏是五大科技公司的财报,我们来简单看看,除了特斯拉和英伟达以外,传统科技五巨头的财报能不能成为身处高位的股指大盘的进一步上涨的动力?
五巨头财报本周将悉数登场 能否继续成为大盘增长“神药”?
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小王要进球:
期待一手,达子别让我失望!
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lairdnote
·
2024-10-29
$DJT 20241101 45.0 CALL$
川川。 加油
$DJT 20241101 45.0 CALL$ 川川。 加油
# 晒晒更赚钱
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小老虎Leo
·
2024-10-28
$DJT 20241115 80.0 CALL$
$DJT 20241115 80.0 CALL$
冲冲冲!
$DJT 20241115 80.0 CALL$ $DJT 20241115 80.0 CALL$ 冲冲冲!
# 晒晒更赚钱
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穿山甲一直转
·
2024-10-28
$小鹏汽车(XPEV)$
这最高价位购入的,什么时候能回本[流泪]
$小鹏汽车(XPEV)$ 这最高价位购入的,什么时候能回本[流泪]
# 晒晒更赚钱
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从你的全世界路过摔了一跤:
好家伙,没做t也没中间补仓?
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期权小班长
·
2024-10-28
英伟达本周或再创新高&万手开仓大单分享
$英伟达(NVDA)$
英伟达连续两周神控盘,10月18日收盘138,10月25日收盘141.54,都恰好等于或略低于机构每周sell call大单行权价。本周机构的策略如下,卖出147call,买入155call,各9万手:卖出
$NVDA 20241101 147.0 CALL$
买入
$NVDA 20241101 155.0 CALL$
特斯拉和奈飞财报给本季度开了个好头,财报周规律是要涨一起涨,要跌一起跌,加上机构sell call再度提升了行权价,本周看来是跌不了一点了。我做的sell call跟sell put是155跟130
$NVDA 20241101 155.0 CALL$
$NVDA 20241101 130.0 PUT$
,目前155没多少肉,可以等过两天股价涨了再卖。如果本周英伟达看涨,是不是说明AMD财报不错呢?目前amd跟英伟达走势比较分化,amd更偏向普通芯片股,毕竟AI研发军备竞赛时间就是生命,企业优先考虑领头羊产品英伟达,而不是老二amd。在AI更为普及应用后amd红利会更明显。从之前财报历史表现来看amd不太适合买入方,盘前股价
英伟达本周或再创新高&万手开仓大单分享
# 期权Q&A:期权知识,你问我答
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kairalert:
卖出 $NVDA 20241101 147.0 CALL$ 买入 $NVDA 20241101 155.0 CALL$ 图中显示都是卖出,我看老虎和futu也显示是卖出,想问一下大佬这个是怎么区分155是买入的?
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编组 21备份 2
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努力赚钱8888
·
2024-10-28
$TSLA 20241108 260.0 CALL$
知足常乐
$TSLA 20241108 260.0 CALL$ 知足常乐
# 晒晒更赚钱
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东成西不就
·
2024-10-28
$特斯拉(TSLA)$
曾经的三倍做多纳斯达克,成交量长期保持全球第一,那个熟悉的特斯拉就要回来了。 马斯克对明年的业绩展望,给了华尔街炒作的指引和节奏,明年下半年,后年TSLA股价会很好。
$特斯拉(TSLA)$ 曾经的三倍做多纳斯达克,成交量长期保持全球第一,那个熟悉的特斯拉就要回来了。 马斯克对明年的业绩展望,给了华尔街炒作的指引和节奏,...
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康德的的的:
牛逼!!特斯拉起飞!🚀
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