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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
3.17万
小虎产品经理
·
2024-12-03
老虎国际9.2.7版本来袭,说说你最喜欢哪个功能?
APP 【新增】 新增期权热门交易榜单 【新增】 上线专为期权卖方打造的额度管理器和持仓日历 【新增】 佩洛西虚拟号增加期权持仓&订单展示 【新增】 业绩电话会支持实时亮点总结 【优化】 自选列表新增投资线索标签 【优化】 期权易上手新增到期日筛选 桌面端(8.34.0版本) 【新增】附加订单止损价支持以损定仓 【新增】附加订单止盈止损支持价差模式 【新增】期货附加订单支持止盈止损金额模式,并支持显示盈亏金额预览 【新增】期权组合(两腿)支持展期功能 更新正文 APP 1.【新增】 新增期权热门交易榜单 -路径:发现-热门交易榜单 -介绍:快速定位热门标的活跃期权,帮助用户便捷下单 2.【新增】 上线专为期权卖方打造的额度管理器和持仓日历 路径:持仓-更多-期权卖方管理 3.【新增】 佩洛西虚拟号增加期权持仓&订单展示 佩洛西投资追踪大师号增加了期权订单展示以及未到期期权持仓 路径:搜索-佩洛西投资追踪-个人主页 4.【新增】 业绩电话会支持实时亮点总结 上市公司业绩会直播,支持实时总结财报亮点、高管展望、问答,重点信息尽在掌握 5.【优化】自选列表新增投资线索标签 自选信号标签新增公司合作、产品发布、政策监管、宏观数据等多个投资线索标签,帮助用户更好发现个股重要信息,辅助交易决策。 6.【优化】 期权易上手新增到期日筛选 桌面端 1.【新增】附加订单止损价支持以损定仓 -路径:高级交易-附加订单-止损价 -介绍:快速根据能接受的总资产亏损占比,计算出下单数量,不用再用excel表格手动计算下单数量了! 2.【新增】附加订单止盈止损支持价差模式 -路径1:高级交易-附加订单-止损价差/止盈价差 -路径2:闪电下单-附加订单-止损价差/止盈价差 -介绍:支持直接通过价差来设置止盈和止损的价格 3.【新增】期货附加订单支持止盈止损金额模式,并支持显示盈亏金额预览
老虎国际9.2.7版本来袭,说说你最喜欢哪个功能?
精彩
谦虚谨慎不骄不躁:
先把环球账户的期权买卖打点问题解决吧。昨晚发了一个版本,结果没解决
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7
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11
编组 21备份 2
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7,761
Shine_步步为营
·
2024-12-03
$TSLA 20241206 330.0 PUT$
EMA20均价已经到达330附近。最好能接股。
$TSLA 20241206 330.0 PUT$ EMA20均价已经到达330附近。最好能接股。
# 晒晒更赚钱
精彩
闲人马斯克:
很困难,我卖了335的 put都不一定接的到。上一次加仓还是336
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3
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3
编组 21备份 2
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7,760
Shine_步步为营
·
2024-12-03
$MSFT 20241220 420.0 PUT$
AI风口已经会走到软件,而软件中MSFT肯定是第一梯队,而且横盘很久了,明年会走的不错,等着接股。
$MSFT 20241220 420.0 PUT$ AI风口已经会走到软件,而软件中MSFT肯定是第一梯队,而且横盘很久了,明年会走的不错,等着接股。
# 晒晒更赚钱
精彩
永恒踏空者:
你敢跨越美联储调息决议,的确厉害 [强]
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2
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3
编组 21备份 2
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1.08万
贺小盒
·
2024-12-04
$超微电脑(SMCI)$
做多看到回补上方的跳空缺口,同时也设置了止损,但是止损还是设置的稍微保守了一点点,触及止损后马上又回升了起来,这种就比较难受!
$超微电脑(SMCI)$ 做多看到回补上方的跳空缺口,同时也设置了止损,但是止损还是设置的稍微保守了一点点,触及止损后马上又回升了起来,这种就比较难受!
# 晒晒更赚钱
精彩
HDDK:
如果财务审查没问题的话,会慢慢恢复的,不过兜了这么大个圈子,真的没问题吗
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4
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3
编组 21备份 2
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1.42万
话题虎
·
2024-12-04
热血老人再添一名干将!市场动荡,黄金、国债你会考虑买吗?
昨晚深夜,韩国总统尹锡悦为了避免被弹劾,突然宣布紧急戒严,但等到后半夜戒严令就被国会190票否决了。这场闹剧能快速结束,主要是益于李在明等人的超强反应速度和体力。为了投这个抗议票,在野党李在明在暴雪中的首尔开着直播,冲向了国会,两米高的墙,六旬老人说翻就翻(当然有热心市民帮助),整个过程不到一个小时。前有特朗普遭枪击继续fight,后有李在明翻墙进国会投票,今年的热血老年组都挺厉害。[贱笑][贱笑]避险需求下黄金刷新日高,BTC价格一度从9万多美元跌到了6万,不过解除戒严后,韩国市场已经恢复正常。昨晚韩国风波,会对市场产生怎样的影响?当前市场风波不断,黄金、国债会是优于股票的选择吗?[疑问]评论区分享你的观点或操作,一起瓜分1000虎币奖励!🎁🎁
$标普500(.SPX)$
$黄金主连 2502(GCmain)$
$20+年以上美国国债ETF-iShares(TLT)$
热血老人再添一名干将!市场动荡,黄金、国债你会考虑买吗?
# 韩国股市震荡!黄金、国债你会考虑买吗?
精彩
马到成功1589:
黄金虽然涨的时间挺长涨幅也不小,但是现在买仍是不错的选择。但我觉得美债TLT更好。
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12
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4
编组 21备份 2
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1.07万
杨Tra
·
2024-12-04
港股复盘+一旦产能逐步出清,竞争格局逐步优化!
港股复盘:朋友们早晨,港股复盘改为早上发文了哈,因为晚上消息汇总复盘,在开市前两小时给大家更新,方便大家阅读和交易。 昨日(12月4日)港股三大指数早盘小幅高开后呈探底回升走势,震荡走强。截至收盘,恒生指数涨1%,报收19746.32点;科技指数涨0.27%,报收4417.99点;国企指数涨0.90%,报收7072.13点。港股通方面,昨日港股通(南向)净流入2.95亿港元。 盘面上,科网板块股普遍上涨, $联想集团 (00992.HK)$ 涨超4%, $小米集团-W (01810.HK)$ 涨近2%, $百度集团-SW (09888.HK)$ 涨超1%, $哔哩哔哩-W (09626.HK)$ 涨1.55%, $京东集团-SW (09618.HK)$ 跌1.36%, $腾讯控股 (00700.HK)$ 涨1.15%, $网易-S (09999.HK)$ 涨0.72%, $阿里巴巴-W (09988.HK)$ 涨0.54%, $快手-W (01024.HK)$ 涨0.10%, $美团-W (03690.HK)$ 下跌1.14%; 港股复盘+一旦产能逐步出清,竞争格局逐步优化! 医药外包概念股涨幅居前, $药明生物 (02269.HK)$ 涨近8%, $药明康德 (02359.HK)$ 涨超6%, $康龙化成 (03759.HK)$ 涨超3%, $金斯瑞生物科技 (01548.HK)$ 涨超2%, $凯莱英 (06821.HK)$ 、 $泰格医药 (03347.HK)$ 涨超1%; $QUANTUMPH-P (02228.HK)$ 涨超13%, $云顶新耀-B (01952.HK)$ 涨超10%, $思路迪医药股份 (01244.HK)$ 涨超8%, $荃信生物-B (02509.HK)$ 、 $同源康医药-B (02410.HK)$ 、 $博安生物 (06955.HK)$
港股复盘+一旦产能逐步出清,竞争格局逐步优化!
精彩
AAA建材王总已爆仓版:
新机会来了!💪🔥
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1
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1
编组 21备份 2
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1.03万
臻研厂
·
2024-12-04
多点数智:中国最大的零售数字化解决方案服务商开始招股
图片作者 | Wendy设计 | 马田田图片PART.1发行情况资料来源:招股说明书PART.2财务情况2021年至2024年上半年,多点数智的营收分别为8.48亿元、13.28亿元、15.85亿元和9.39亿元人民币,2022年至2024年上半年的营收同比增长率分别为56.59%、19.36%、22.93%。2021年至2024年上半年,多点数智的毛利率分别为20.4%、38.0%、35.0%、38.3%,净利润分别为-18.1亿元、-9.0亿元、-7.5亿元、4.8亿元人民币,净利率为-213.1%、-67.8%、-47.3%、-51.3%。资料来源:招股说明书PART.3综合评估(一)市值市值:267.87亿港币(二)估值目前零售数字化行业上市可比公司主要有微盟、有赞、用友、金蝶等,市销率分别为5.98、2.93、43.22、2.00倍,取平均值13.53倍计算.考虑到多点数智2023年营收为15.85亿元,公司市值为267.87亿元港币,经过今日汇率兑换后约248.92亿人民币,市销率为15.70倍,高于行业平均值,市场对公司前景持较乐观态度。资料来源:iFinD(三)行业&公司多点数智所处行业为零售数字化行业及零售SaaS行业,这个两个行业随着利好政策、完善的云基础设施及不断增长的数字化需求,近年来市场规模不断扩大。2023年,零售数字化行业的市场规模达到187亿元人民币,2018-2023年复合年增长率高达31%,预计2028年将达到人民币618亿元。SaaS行业2023年市场规模为90亿元人民币,复合年增长率高达40%,预计2028年将达到人民币434亿元。目前,公司是中国最大的零售数字化解决方案服务商,拥有6.5%的市场份额。所处两个行业现在都处于告诉发展的阶段,公司也随着市场规模的扩大而业务规模、营收不断扩大。资料来源:招股说明书资料来源:招股说明
多点数智:中国最大的零售数字化解决方案服务商开始招股
精彩
骑母猪闯红灯:
这公司前景不错,数字化市场巨大,值得关注
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3
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编组 21备份 2
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1.11万
臻研厂
·
2024-12-04
毛戈平:深耕美妆二十年,“港股国货彩妆第一股”开始招股
图片作者 | Wendy设计 | 马田田图片PART.1发行情况资料来源:招股说明书PART.2财务情况2021年至2024年上半年,毛戈平的营收分别为15.77亿元、18.29亿元、28.85亿元和19.72亿元人民币,2022年至2024年上半年的营收同比增长率分别为15.96%、57.18%、40.97%。2021年至2024年上半年,毛戈平的毛利率分别为83.43%、83.83%、84.83%、84.89%,净利润分别为3.31亿元、3.52亿元、6.63亿元、4.93亿元人民币,净利率为25.15%、22.96%、27.10%、29.43%。资料来源:招股说明书PART.3综合评估(一)市值市值:123.76-140.24亿港元,上下限幅度13.3%。(二)估值目前化妆品上市可比公司有雅诗兰黛、贝泰妮、上美、宝洁等,市盈率分别为20.56、126.9、35.54、17.85倍,取平均值为26.98倍。考虑到毛戈平2023年净利润为6.63亿元,取公司发行市值中间值132亿元计算,PE为19.9倍,低于行业平均值,市场对公司市值存在低估。资料来源:iFinD(三)行业&公司毛戈平所处行业为高端美妆行业,该行业随着疫情后消费者消费水平的复苏,市场规模稳步增大,2023年达到1942亿元,预计2028年将达到3110亿元,复合年增长率预计达9.9%。此外,公司是中国市场前十大高端美妆集团中唯一的中国公司,随着国民对国货认可度的提升,公司未来的市场占有率有望快速增长,2018-2023年国货美妆市场的复合增长率为9.8%,远高于全球市场的5.9%。目前公司市场占有率为1.8%,排名第七。资料来源:招股说明书(四)上市团队联席保荐人图片承销商及账簿管理人图片图片资料来源:AiPO中金公司历史上作为保荐人参与了185个项目,其中暗盘有76家公司上涨83家公司下跌,破发
毛戈平:深耕美妆二十年,“港股国货彩妆第一股”开始招股
精彩
吧唧1:
感觉很有潜力,期待未来的表现
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2
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1
编组 21备份 2
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1.57万
小虎期市观察
·
2024-12-04
美元迎来大幅回落一周 将成反转开端?
摘要:回顾上周,美元在经历了连续三周的大幅上涨后,终于迎来回调,且单周回落幅度较大,近乎达到之前涨幅的一半。不过,美元指数周线依然呈现明显多头技术形态,结合基本面现状,后市维持强势可能性较大。非美货币方面,日元受到通胀数据影响大幅飙升;欧元和英镑虽受美元回落影响有所反弹,但强度仍十分有限。展望本周,美国非农就业报告和美联储官员的公开讲话将成为市场焦点。1. 全球外汇焦点回顾与基本面摘要连涨三周后美元经历周线回调 后续走势市场存在较大分歧美元在连续三周大幅飙升后,迎来回落一周,近乎回吐一半涨幅,但整体仍呈现比较明显上涨趋势。目前针对美元后续短期走势,存在较大分歧。部分分析师认为短期内美元将失去上行动力而震荡。部分则认为尽管近期有所上涨,美元尚未完全反映贸易紧张局势再度紧张的潜在风险,仍有较大上涨空间。受此影响,近期的美国经济数据表现,及美联储官员的公开发言将起到重要作用,值得重点关注。日本超预期通胀数据推高市场加息预期 日元大涨收复六周跌幅11月29日(上周五)欧盘时段,日本公布最新通胀数据。数据显示,东京扣除波动较大的生鲜食品后的核心消费者价格,在截至11月份的三个月里上涨2.2%,高于10月份的1.8%和市场预测的2.1%。市场因此预计,在12月的东京会议上,日本央行进行总体利率上调的可能性超60%。日元在上周也经历了大幅飙升的一周,几乎收复了前6周的全部跌幅。欧洲最新通胀数据不支持欧银加快降息节奏 市场普遍预期下次会议继续降息25基点最新经济数据显示,德国11月CPI通胀率从2.0%升至2.2%,核心通胀率加速至 3.0%。部分欧洲央行成员指出,核心通胀和服务业通胀水平的升高,在一定程度上断绝降息50个基点的可能。西班牙整体核心通胀率从1.8%升至2.4%,但核心通胀率从2.5%微跌至2.4%。不过数据尚不足以改变市场对欧洲央行此前整体利率政策的预期,目前普
美元迎来大幅回落一周 将成反转开端?
# 期货达人俱乐部
精彩
丹尼尔加:
美元的回调能否持续观察一下,风险仍需警惕
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3
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2
编组 21备份 2
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1.03万
美股解毒师
·
2024-12-04
Salesforce Q3盘后新高:为何不及预期也能大涨?
$赛富时(CRM)$
在周二盘后公布2025财年第三季度财务业绩后走高,尽管业绩和指引喜忧参半,但 在收入和订阅方面实现的持续增长让投资者更为乐观。结合整体大盘的风险偏好上升,因此盘后表现创下历史新高。财务数据与市场预期关键财务指标营业收入: 94.4亿美元,同比增长8.3%,超出市场分析师普遍预期的93.5亿美元;调整后每股收益2.41美元,低于市场预期的2.43美元业绩指引对正在进行Q4,公司预计收入在99亿至101亿美元之间,低于市场普遍预期的105亿美元。EPS预期2.57美元至2.62美元之间,低于预期的2.65美元。全年营收预期却从此前的377亿美元提升至378亿至380亿美元。各个部分的业务表现Salesforce的业务主要分为几个核心部分,包括云服务、订阅和支持等。Q3云服务和生成式人工智能(AI)解决方案的需求显著增长,是主要贡献,尤其是Agentforce平台的推出,将进一步推动客户服务领域的收入增长。投资要点尽管Salesforce在整体营业收入上超出预期,但调整后每股收益低于市场预期.成本控制与利润率。可能是由于利润率不及预期,Salesforce也再次采取了裁员和削减运营费用等措施以提高短期盈利能力,也是为了提高公司的整体效率。Salesforce在追求利润率扩张与保持收入增长之间需要找到平衡,尤其是在增加销售人员以支持Agentforce时可能会影响利润率。生成式AI的发展潜力: 随着生成式AI技术的不断成熟,Agentforce对业务增长的贡献值得持续关注。市场竞争动态: 在竞争日益激烈的市场中的地位,特别是来自其他云计算和CRM解决方案提供商(如微软和甲骨文)的竞争压力,公司强调了Salesforce在创新和客户成功方面的持续投入,并且提到将继续扩展其国际市场。市场
Salesforce Q3盘后新高:为何不及预期也能大涨?
# 美伊谈判再次缓和!原油、黄金如何部署?
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黑天鹅本人:
真是眼光独到,期待Agentforce的未来表现 [强]
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期权六艺
·
2024-12-04
恒指谨慎看好
港股12月无大跌,昨日弹上19800,若无明显低收,抵近2万整数关周内有可能。横行半月多的800点区间,年结月向上行合乎现况的港股,非常好需要依据,美股则连续创历史新高。若月初几日出高低点的惯例,本月可逐步试高20200/20600,谨慎看好需紧记,不利消息频出被忽视。重磅蓝筹腾讯大股东的定时减持,对指数有压力,回购尚可再推需持续资金入场,港股现货成交1200多亿仅一般。19800始终是阴影,本周可否一跃而过。恒指熊证于19800开始有密集,12月恒指望重回可上可下格局。恒指期权周双买照例入场,受近期不利期延长的影响,仓位降低明年1月恢复。本周向上目标19700-19900,向下19200-19100,前者昨以到,仅是周二可多看两日。多仓位已可微调回收成本,积木搭完开拆。双买成本常态60点期权金上下,以下半年几个月行情,更不能放大,舍得赢不舍得输。水至清无鱼,无波动成交也静,开盘1小时月期权各成交栏无过百张,金手指不撤衍生品也要凉。纳指QQQ期权双买,成功率以不俗,纳指并非大上大下,但三两日的振幅可稳定获利。双买需振幅及波幅,有其一即可前者更具意义。QQQ双买距离要近成本同样要低,低成本才有好的弹跳力及回收成本的机会,近+低似不合道理,这考验组合期权的构建力。去年此时若无进场纳指期权,近几个月的不利期让人怀疑交易人生。此时东方不亮西方亮,明年上半年可两边都亮。17年双买历程,目前也得脚踏两只船,港股不落他人。
$恒生指数主连 2412(HSImain)$
$纳指100ETF(QQQ)$
$恒生指数(HSI)$
恒指谨慎看好
# 期权组合策略
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途中相遇:
港股确实要谨慎,年底行情变化多
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美港股观察社
·
2024-12-03
名气不大,但Intapp有着出色的成长故事
有外国分析师认为,随着市场在历史高点附近紧张地波动,价值导向的投资者现在有责任避免跟风交易,寻求那些规模较小、知名度较低但自身具有强烈价值主张且与更广泛市场相关性较低的股票。现在是挖掘这些不太受欢迎的股票、以合理的价格购买并暂时忘记它们的好时机。 作者:Gary Alexander Intapp在四年前上市,是一家为金融服务和专业服务行业提供工具的“垂直”软件提供商。上市后至今,股价已经翻了一番。由于这个细分市场,它不像其他知名软件品牌那样广为人知,但这并不影响它作为一只股票的吸引力。年初至今,Intapp的股价已经上涨了60%以上,但这只股票的估值仍然有很大的上升空间。 来源:YCharts Intapp现在正处于一个关键的积极转折点,它正在实现实质性的利润率扩张,同时通过一系列增长战略实现中位数的增长率。该公司还服务于通常陷入传统流程的吸引力市场,这增强了Intapp自动化和简化重复任务的信息。 巨大的市场、出色的增长和客户基础 关于Intapp我们应该首先注意到的一点是:尽管公司在专业服务行业的细分地位,但公司认为它解决了一个巨大的市场机会。此外,公司目前的客户端名单和增长率也表明,它在实现更广泛的雄心方面执行得相当好。 图:Intapp TAM 如上图所示,公司认为它解决了一个460亿美元的TAM(这表明其目前约5亿美元的市值仅占整个市场的约1%),自2021年IPO以来,其市场增长了约35%。公司通过继续扩展其产品组合主要实现了市场的扩张。公司强调一种“低代码”方法(类似于Appian,它专注于业务流程自动化软件,但针对的是通用行业而不是特定功能),允许银行家和顾问使用它们的软件来简化他们的工作流程,而无需大量的技术投资。 公司增长战略的核心是与微软的合作。公司的软件可以在Azure市场上直接购买,并直接在Microsoft Azure上运行。与微软一起,Inta
名气不大,但Intapp有着出色的成长故事
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美股解毒师
·
2024-12-04
OKTA财报大涨15%,AI进入中场SaaS时代?
身份管理验证的云服务公司
$Okta Inc.(OKTA)$
周二公布了2025财年Q3的业绩之后,盘后在震荡中上行15.5%,也一句超过Q2的大跌,公司Q3业绩超预期,并上调了全年展望。财务数据与市场预期在截至10月31日的Q3财季中,公司营收达到6.496亿美元,同比增长约11.24%,超出了市场预期的6.460亿美元。其中订阅收入为6.51亿美元,专业服务和其他收入为 1400 万美元。当前剩余履约价值为21.30亿至21.35亿美元,同比增长9%;Non-GAAP 的EPS为0.73-0.74美元,显著高于市场预期的0.68美元。Okta的业务主要分为两个部分:Workforce Identity和Customer Identity。在这一季度中,Workforce Identity的收入增长显著,主要得益于企业对身份管理解决方案需求的增加。同时,Customer Identity也表现出色,吸引了更多客户进行身份验证和管理服务。指引展望Q4,公司预计营收在6.67亿至6.69亿美元之间,高于市场预期的6.51亿美元;调整后每股收益在 0.73 美元至 0.74 美元之间,市场预期的为0.67美元2025 财年全年,公司预期收入为25.95亿至25.97亿美元,高于市场预期的25.6亿美元,同比增长15%;非美国通用会计准则营业利润为5.73亿至5.75亿美元,营业利润率22%也高于预期。投资要点Okta本季度业绩超出预期的原因主要有以下几点:市场需求强劲:随着数字化转型加速,企业对安全身份管理解决方案的需求持续上升。产品改进:Okta在用户大会上宣布了一系列新产品改进,尽管这些改进未被视为革命性,但仍然增强了其产品组合客户基础扩展:公司成功吸引了新客户,并且现有客户增加了对Okta服务
OKTA财报大涨15%,AI进入中场SaaS时代?
# 美伊谈判再次缓和!原油、黄金如何部署?
精彩
龙年炒龙:
这次的财报真是给力,前景看好![强]
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内牛满面
·
2024-12-04
$QQQ 20241203 512.0 PUT$
开盘判断不会跌破512,所以果断sell put,跌下来正好接正股,然后covered call,美滋滋。
$QQQ 20241203 512.0 PUT$ 开盘判断不会跌破512,所以果断sell put,跌下来正好接正股,然后covered call,美滋滋。
# 晒晒更赚钱
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少赚最好:
这策略听起来很稳,完全可以试试
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Buy_Sell
·
2024-12-04
🎁【12月4日】12月降息预期升温!苹果七连涨续创历史新高,今天买点啥?
美股收盘:纳指、标普续创收盘新高!苹果七连涨续创历史新高,Palantir飙升近7%美股周二收盘涨跌不一,纳指与标普500指数小幅上涨,二者均再创收盘历史新高。截至收盘,标准普尔500指数涨0.05%,报6049.88点;纳斯达克综合指数涨0.4%,报19480.91点;道琼斯工业平均指数跌0.17%,报44705.53点。大型科技股多数上涨,
苹果
涨1.28%、
微软
涨0.05%、
亚马逊
涨1.3%、
英伟达
涨1.18%、
谷歌A
涨0.02%、马斯克的薪酬包问题引发
特斯拉
跌1.59%、Meta涨3.51%、前途未卜的英特尔大跌6.1%。纳斯达克中国金龙指数收涨1.16%。热门中概股涨跌互现,
新东方
涨超6%,
有道
、
蔚来
涨超5%,
爱奇艺
涨超3%。下跌方面,
哔哩哔哩
跌超3%,
🎁【12月4日】12月降息预期升温!苹果七连涨续创历史新高,今天买点啥?
# 今天什么值得买?晒晒你的交易计划!
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AliceSam:
苹果七连涨续创历史新高 [开心]
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FX168财经视频栏目
·
2024-12-04
AI软件需求提振支出需求 遇瓶颈后看赛富时(CRM)如何破局?
美国股市周二(12月3日)收盘再次涨跌不一,不过纳指和标普500指数再创历史新高,然而市场的紧张情绪也有所升温。个股方面,今天想和大家来更新的是刚刚公布的最新的CRM的财报,很多人都在关注,当股价位于高位区间的时候,这份财报能否带来进一步的支撑效果。
AI软件需求提振支出需求 遇瓶颈后看赛富时(CRM)如何破局?
精彩
家有猛犬:
CRM财报能否打破瓶颈,这点值得关注
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三倍做多AAPL
·
2024-12-03
如何利用老虎全天候交易功能赚取猪脚饭?
一、今天下午临近下班,正在敲键盘,收到新闻推送,对美稀土出口限制收紧,商务部新闻发布是16点,我看到已经17点了。我想A股经常炒作“国产替代”概念,美股是否也可以试试炒作这个概念呢?即买入美国头部的的稀土制造公司。
$老虎证券(TIGR)$
二、确定思路以后,下一步就是确定标的,这点GPT帮了大忙,使我了解到MP拥有最大矿山并且是加州唯一一家稀土公司,我想美国人还没有起床,决定抢跑。三、利用老虎全时段下单功能,以卖一价22美金成交了100股,目前盈利7%,应该可以吃几碗猪脚饭了哈哈哈哈。大家也可以利用时差,善用交易功能。
$MP Materials Corp.(MP)$
如何利用老虎全天候交易功能赚取猪脚饭?
# 【分享】炒股,关键是会买or会卖?
精彩
lily309:
这个GPT是小程序还是app呀
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期权小班长
·
2024-12-03
$英伟达(NVDA)$
英伟达往近两周走势可能好于预期。虽然其实原本预期也不太差。周一期权开仓榜单显示看涨期权头部开仓量显著高于看跌期权,说明市场倾向于用看涨期权下注近期趋势。看涨期权按行权价序列密集加仓,这种放量容易引发股价上涨,但成交明细显示,成交很分散且卖方交易多于买方交易,显然并不是机构偷偷加仓。可能因为大盘没有回调迹象,英伟达股价也不算高,所以市场更倾向预期其股价不高于某些价格,总之周一没有出现做空迹象,机构本周141sell call翻车概率有所提升。周一开仓量最大的中期看跌期权
$NVDA 20241220 120.0 PUT$
主力为卖出,也就是预计12月20日前股价不低于120,跟之前预期吻合。本周大概率收135以上,能否低于141不太好说。特斯拉开仓显示出类似的看涨情绪,本周收盘大概率收330以上,理论上收360以下,但同样有概率会被突破。 中概股除了刚才发帖
$CHAU 20250516 15.0 CALL$
新增开仓20.4万手还有:
$YINN 20260116 27.0 CALL$
新增开仓买入3.8万手
$YINN 20260116 40.0 CA
$英伟达(NVDA)$ 英伟达往近两周走势可能好于预期。虽然其实原本预期也不太差。周一期权开仓榜单显示看涨期权头部开仓量显著高于看跌期权,说明市场倾向于用...
# 期权Q&A:期权知识,你问我答
精彩
梅川洼子:
分析得很透彻,现在越发明显大资金看涨趋势
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左手拼嘟嘟右手特斯拉
·
2024-12-03
$MARA Holdings(MARA)$
$MARA Holdings(MARA)$
开盘止盈了裂开,什么时候能再上车...
$MARA Holdings(MARA)$ $MARA Holdings(MARA)$ 开盘止盈了裂开,什么时候能再上车...
# 晒晒更赚钱
精彩
内牛满面:
成本价怎么是负的呢? 请教。
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等待鳄鱼
·
2024-12-03
$Destiny Tech100 Inc(DXYZ)$
继续关注下吧: Destiny Tech100的策略是投资于100家备受推崇的风投支持的科技公司,确保它们达到严格的指标,并具备成熟的发展阶段。其中,SpaceX占比高达34%。 Destiny的独特之处在于,它让普通投资者也能投资于未上市的私人科技公司,如SpaceX、OpenAI和Stripe等。通过这种透明和公平的投资方式,普通人也能参与高成长公司的增长。该公司灵活的投资方式允许群众参与首次融资轮和二次购买。这种模式不仅扩大了投资者对高质量私募市场接触的机会,还将Destiny Tech100定位为重塑投资格局的关键参与者。 1)稀缺性。美股唯一将unicorn打包作为portfolio的二级市场标的,其稀缺性是下述理由的必要前提。 2)热度。不管是创始人风格还是标的本身的特点,势必决定其portfolio一定会有高热度的公司。目前热度在其持有的SpaceX和OpenAI,未来大概率会持续这种风格。 3)波动。将一级市场波动引入二级市场,未来高波动的场合可能存在于(a) 季度报告中有较大收益变动/重要持仓变化,(b) 持有标的出现重大事件。 4)market cap. fair value 100M不到,目前daily volume最高也就3M,控盘不要太容易。 fun≠profitable. 好玩的意思是新奇的逻辑和巨大的波动率,不是长期持有就能爆赚。
$Destiny Tech100 Inc(DXYZ)$ 继续关注下吧: Destiny Tech100的策略是投资于100家备受推崇的风投支持的科技公司,...
精彩
港谷小子:
听起来Destiny的策略不错,但风险也不小啊
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[强]","plainContent":"分析得非常透彻,深受启发!感谢分享 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