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iPhone 8
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iPhone 8
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7,329
中中聊财经
·
2024-10-30
【投资机会】中概股新的机会来临?
$台积电(TSM)$
隔夜,美股大盘纳斯达克再创历史新高,热门中概股跌多涨少,其中,台积电小涨1.16%,网易小涨1.53%,百度微涨0.49%,阿里巴巴微跌0.1%,拼多多微跌0.43%等。 随着国内政策逐步推进阶段,从11月到明年3月是重要时间窗口,接下来,是否意味着,又一波重磅政策提振市场?中国资产能否如期飙升?下面我们通过消息面与技术面进行详细分析: 消息面:当地时间10月28日,美国财政部宣布,限制美国企业和美国人向中国半导体、人工智能(AI)和量子领域投资的“最终规则”,在征求民营企业意见的基础上,决定从2025年1月2日起生效。 个人解读:短期来看,该消息对国内科技公司的有一定的影响,对科技股形成了一定的压制,不少资金闻风出逃,但是,美国对中国的科技打压并不是新鲜事,这是一个老生常谈的话题,如今,市场反应已经没有那么激烈了,主要原因有两点,一方面,除了那些特别依赖美国技术的公司,对大多数公司的影响都不大。另一方面,资本是逐利的,就算被美国限制,一些公司也会偷摸交易或者绕过监管,看看台积电的业绩暴涨就知道,谁有这么大体量? 长期来看,国产替代已经成为趋势,企业也在对关键零部件加速研发,并且取得了一些好成绩。比如,华为手机国产率已经达到90%以上,距离100%,仅差一步。因此,我们要对中国科技有信心。 技术面分析:从热门中概股日线图看,隔夜以微涨0.34%收盘,前段时间经过连续大涨之后,出现横盘震荡状态,MACD指标绿柱面积大,表明空方力量仍然是主导地位,KDJ指标与RSI指标显示,买卖双方基本处于平衡状态。 总结:国内政策的逐推进,有利于中概股股价上行,从技术面看,热门中概股走势处于震荡阶段,可以理解为等待政策面刺激的一种走势。重磅会议推迟到11月初,高层的考量应该是大选基本尘埃落定之
【投资机会】中概股新的机会来临?
# 阿里财报带动!大举看多中国AI,中概布局时机?
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FX168财经视频栏目
·
2024-10-30
广告业务增长仍在放缓 但AI助谷歌(GOOG)云收入急增
美国股市周二(10月29日)收盘仍有分歧,就业市场降温令道指承受压力,但市场对于科技巨头财报的期待,仍在适度的推高纳指和标普500指数。个股方面,今天想和大家来分析的就是盘后刚刚公布第三季度财报的谷歌公司,这也是本周率先公布财报的五大科技公司之一。无论是对于微软、亚马逊还是Meta的财报都有着重要的参考价值。
广告业务增长仍在放缓 但AI助谷歌(GOOG)云收入急增
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中中聊财经
·
2024-10-29
苹果手机有录音功能了,上了热搜,引发我对股市的感想
苹果手机有录音功能了,竟然成了新闻?安卓机不是早就有了吗?很多人都吐槽苹果创新比不上安卓,但是,它的用户群体都很稳定,反观安卓机,一直用一个品牌的人,应该很少,为什么会这样?有人说,苹果的IOS系统比较流畅,吸引了很多消费者,这句话是对的,但是不全面,主要还是苹果的各方面都比较均衡,并且,有自己的核心技术。 我们以OPPO为例,进行对比说明,之前主打拍照、充电等,后来宣传屏幕为亮点,一部分高端机,用上了2K屏幕,不得不说,看2K的视频,颜色渲染的真不错,但是,最近,发布了一款新机,FIN X8系列,并没有用2K的屏幕,看来OPPO已经意识到,综合能力强才是强,从今年使劲有优化OS系统就能看出,OPPO的战略方向变了,他们明白了,只有综合实力强,才是真的强,宣传某一卖点,早晚被友商超越。 OPPO为什么会有这么大的改变?可能是因为当前环境下,他们意识到把成本降下来,企业才能活的更好,还是以屏幕为例,2K的屏幕虽然清晰,但一方面成本较高,另一方面,生产线不够成熟,绿线门事件,想必很多人都知道,就是很多手机用了3年左右的时候,手机突然出现几条绿线,当然,这并不是OPPO独有的,苹果手机、VIVO、小米等,都产生过这种情况,一些厂商的处理还是比较人性化的,4年之内免费换屏,对消费者来说,是极好的事情,但是,对厂商来说,无疑增加了成本。 很多消费者说,苹果的创新像挤牙膏,在我看来苹果是聪明的,他只用成熟的方案,来保证产品的耐用性,可以牢牢的绑住用户,这个比虚无缥缈的创新,更有意义。 换个角度想,电子产品发展到现在,性能已经过剩了,2NM、1NM价格昂贵,实用性并不大,更新换代太快,并不是什么好事,只是多一些,工业垃圾罢了。 总结,苹果产品深受用户喜爱,无非就有自己的核心竞争力,稳定的消费群体就是这么来的。反观中国股市,大涨大跌,与欧美股市相比,相差甚远,当然,股市涨涨跌跌很正常,但是
苹果手机有录音功能了,上了热搜,引发我对股市的感想
精彩
哈胡子:
苹果跟丰田一样,对新技术非常克制,对成本控制非常严格,主打耐用,均衡,综合实力强。
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股票有缘人
·
2024-10-30
$特朗普媒体科技集团(DJT)$
一个月就凭这支票赚了近百万美元,在国内A股要一辈子可能也难赚这么多
$特朗普媒体科技集团(DJT)$ 一个月就凭这支票赚了近百万美元,在国内A股要一辈子可能也难赚这么多
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雁门关向东二万五千里:
你比吕不韦还牛逼,投资人还没上位,你已经赚大发了。
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42号车库
·
2024-10-30
SU7 Ultra 预售价 81.49 万起,你能买到的最贵小米来了
在今晚的
$小米集团-W(01810)$
小米新品发布会上,雷军开始讲小米 SU7 Ultra 的时候,几乎将「Ultra」喊破了音。 就在发布会前 8 小时,雷军正式公布了小米 SU7 Ultra 原型车的纽北成绩 —— 6 分 46 秒 874,一举成为纽北赛道最快的四门车。 在这一成就光环之下,小米 SU7 Ultra 原型车的量产版 —— 小米 SU7 Ultra 开启预售,预售价为 81.49 万,和特斯拉 Model S Plaid 完全相同的售价。在开启预售 10 分钟之后,小米 SU7 Ultra 便拿下了 3,680 台的小订成绩。到明年 3 月份,小米 SU7 Ultra 就会正式上市。 需要注意的是,尽管一般情况下,Ultra 总给人一种 Max 进阶版的感觉,但小米 SU7 Ultra 却并不是小米 SU7 Max 的进阶版,而是小米将 SU7 Ultra 原型车在闯荡纽北过程中,淬炼出的性能和赛级技术,进行量产下放所造出的一款车。 这意味着,小米 SU7 Ultra 的性能和驾控表现将会尤其纯粹和极致,比如它的马力达到了 1,548 Ps,去掉起步时间的零百加速达到了 1.98 s 等。继原型车之后,小米 SU7 Ultra 也将征战纽北,目标成为「地表最快四门量产车」。 除了小米 SU7 Ultra 以外,小米今晚还发布了小米澎湃 OS2 系统,以及小米 15 系列、小米 Watch S4、电视、冰箱等覆盖电子、家居方面的产品。 同时,雷军还宣布了小米 SU7 10 月份的交付量目前已经突破了 2 万台,全国都能开的城市 NOA 从 10 月 30 日将开启全量推送,到 2025 年将投入 300 亿的研发费用等重磅信息。 近几年来,伴随着在汽车业务、消费电子业
SU7 Ultra 预售价 81.49 万起,你能买到的最贵小米来了
# 小米财报符合预期!股价回调到位了吗?
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说股论金
·
2024-10-29
$特朗普媒体科技集团(DJT)$
普大爷赢不赢我不知道,但此时此刻我感觉到我是赢了。
$特朗普媒体科技集团(DJT)$ 普大爷赢不赢我不知道,但此时此刻我感觉到我是赢了。
# 晒晒更赚钱
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说股论金:
像我这种做小本生意的人,总是容易满足,让大家见笑了 [开心]
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7
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胡辣汤烩面
·
2024-10-29
$特朗普媒体科技集团(DJT)$
同志们稳住,相信懂王大难不死必有后福!
$特朗普媒体科技集团(DJT)$ 同志们稳住,相信懂王大难不死必有后福!
# 晒晒更赚钱
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3
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罗叔投资
·
2024-10-30
$AMD 20250117 200.0 CALL$
只可惜提早落袋为安了一些[开心]
$AMD 20250117 200.0 CALL$ 只可惜提早落袋为安了一些[开心]
# 晒晒更赚钱
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2
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8
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期权异动观察
·
2024-10-29
热门股covered call 量化策略【10月29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
$TSLA 20241108 307.5 call$
TSLA 2024/11/08 307.5 1.380000 0.670000 17.44%
$NVDA 20241108 150.0 call$
NVDA 2024/11/08 150.0 1.570000 0.480000 37.07%
热门股covered call 量化策略【10月29日】
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七风哥哥
·
2024-10-30
$Oklo Inc.(OKLO)$
落袋为安[得意]
$Oklo Inc.(OKLO)$ 落袋为安[得意]
# 晒晒更赚钱
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2
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9
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ChrLancaster
·
2024-10-30
$特朗普媒体科技集团(DJT)$
小挣一笔
$特朗普媒体科技集团(DJT)$ 小挣一笔
# 晒晒更赚钱
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单车变跑车6
·
2024-10-29
$特朗普媒体科技集团(DJT)$
给你们看看我有多看好特朗普[捂脸] ,最多亏了60多个点,我都坚信大选前能回本。但是这种涨幅我是真怕了
$特朗普媒体科技集团(DJT)$ 给你们看看我有多看好特朗普[捂脸] ,最多亏了60多个点,我都坚信大选前能回本。但是这种涨幅我是真怕了
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德迈metro:
哈哈,你真是对特朗普充满信心啊
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ChrLancaster
·
2024-10-29
$DJT 20241122 50.0 CALL$
怕啥 我一股没卖,洗个澡就上去了
$DJT 20241122 50.0 CALL$ 怕啥 我一股没卖,洗个澡就上去了
# 晒晒更赚钱
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风华几度:
这就是单边赌啊[捂脸]
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11
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品狼星
·
2024-10-29
$叮咚买菜(DDL)$
拿你到现在,没让我失望。从你的app会员服务,叮咚小时达的增长速度,广东,上海,江浙等地去体验你们站点效率,经常检查你们的新品品质,了解你们的ceo。如果未来你能够防住小象超市的扩张,顶住京东和盒马的布局,3年几十亿美金的市值还是很轻松。而且你目前被收购的价值已经超过10亿美金。当然未来1-2年的金融风暴是最大的风险。
$叮咚买菜(DDL)$ 拿你到现在,没让我失望。从你的app会员服务,叮咚小时达的增长速度,广东,上海,江浙等地去体验你们站点效率,经常检查你们的新品品质...
# 晒晒更赚钱
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4
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股海彦祖
·
2024-10-29
seeking β day 138,财报+新品 欢迎关注公众号:股海彦祖 无操作。昨晚9:30陪娃睡觉,一不小心睡着了,凌晨3点醒了一次,过了好久才又睡着,今早起来好困……图二是地库见到的路特斯繁花,非常喜欢的一台轿车…… 这两天科技股密集发布财报,今晚盘后AMD→明天盘前礼来→明天盘后微软→后天盘后Apple→大后天costco分红,我的手机日历这几天都是股票财报分红提示。 AMD财报我觉得看点是能否提供强有力的AI和服务器芯片销售指引,AI是未来几年大概率确定的牛市主线,此外云服务也直接受益于AI,微软的azure,Amazon的aws等等都是受益者。某种角度看,我持仓的4支股票Apple、nvdia、AMD、Microsoft都或多或少与AI相关,AI占比相当高了。这也是为什么我买American express、eli lilly、Costco对冲一下持仓风格,避免单一概念集中度过高。而且今年看来,很多非AI相关,反而跑赢了Apple、Microsoft、AMD们。 对应4天前的文章《m4 mac要来了》,昨晚Apple直接上线了m4的imac,估计本周还会上线m4的mac mini(期待新外观)和m4 pro的MacBook pro,今年Apple基本会把各个硬件都更新到m4,还额外更新了ipad mini、大概率即将更新mac mini,属于发布新品相对比较多的一年。我今年给Apple贡献了不少,希望Apple用更好的业绩、更多的回购回馈股东~ 今晚还有个比较重磅的发布会,是小米,一口气发布xiaomi 15/pro,最后还有小米汽车su7 ultra,我看了一会,实在太啰嗦,3小时了愣是没讲完,直接看新闻总结吧。雷军喜欢干已经是红海、但处在风口的市场,依靠超强的产品整合能力和极强的营销优势,干死较弱的对手,但怎么说呢,小米的产品不能让我感到眼前一亮,研发投入占
seeking β day 138,财报+新品 欢迎关注公众号:股海彦祖 无操作。昨晚9:30陪娃睡觉,一不小心睡着了,凌晨3点醒了一次,过了好久才又睡着...
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AAA红木家具陈总:
AMD的财报值得关注,特别是关于强有力的AI和服务器芯片销售指引
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{"basename":"community","defaultTab":"hot","hotFeedData":{"bottom":false,"list":[{"cardType":"TWEET","cardId":"TWEET.365424287797368","cardData":[{"tweetId":"365424287797368","author":{"authorId":"4186994052888390","idStr":"4186994052888390","name":"中中聊财经","avatar":"https://static.tigerbbs.com/faad5d550c00b8b4d78616df5e1c10f2","userType":2,"introduction":"专注港美A,寻找大机会","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":606,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"【投资机会】中概股新的机会来临?","digest":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 隔夜,美股大盘纳斯达克再创历史新高,热门中概股跌多涨少,其中,台积电小涨1.16%,网易小涨1.53%,百度微涨0.49%,阿里巴巴微跌0.1%,拼多多微跌0.43%等。 随着国内政策逐步推进阶段,从11月到明年3月是重要时间窗口,接下来,是否意味着,又一波重磅政策提振市场?中国资产能否如期飙升?下面我们通过消息面与技术面进行详细分析: 消息面:当地时间10月28日,美国财政部宣布,限制美国企业和美国人向中国半导体、人工智能(AI)和量子领域投资的“最终规则”,在征求民营企业意见的基础上,决定从2025年1月2日起生效。 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长期来看,国产替代已经成为趋势,企业也在对关键零部件加速研发,并且取得了一些好成绩。比如,华为手机国产率已经达到90%以上,距离100%,仅差一步。因此,我们要对中国科技有信心。 技术面分析:从热门中概股日线图看,隔夜以微涨0.34%收盘,前段时间经过连续大涨之后,出现横盘震荡状态,MACD指标绿柱面积大,表明空方力量仍然是主导地位,KDJ指标与RSI指标显示,买卖双方基本处于平衡状态。 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