社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
社区
与大V交流,发现更多机会
道琼斯指数
--
--
iPhone 8
道琼斯指数
纳斯达克综合指数
--
--
iPhone 8
纳斯达克综合指数
标普500指数
--
--
iPhone 8
标普500指数
恒生指数
--
--
iPhone 8
恒生指数
富时新加坡海峡指数
--
--
iPhone 8
富时新加坡海峡指数
标普/澳交所200指数
--
--
iPhone 8
标普/澳交所200指数
2.61万
机智大剑君
·
2024-12-22
我真离谱!A股亏了60万,美股亏了25万,亏损金额还在持续创新高。[捂脸] 发出来安慰一下今年账户受伤的股友吧。
$英伟达(NVDA)$
$特斯拉(TSLA)$
$三倍做多富时中国ETF-Direxion(YINN)$
$三倍做多半导体ETF-Direxion Daily(SOXL)$
$TSLA 20241227 487.5 CALL$
我真离谱!A股亏了60万,美股亏了25万,亏损金额还在持续创新高。[捂脸] 发出来安慰一下今年账户受伤的股友吧。 $英伟达(NVDA)$ $特斯拉(TSL...
# 【年度投资复盘】2024年,你最难忘的一笔交易是__
精彩
杨帆1977:
股市是人性的博弈,一定不要追高不要投机了,逆势分批投资耐心等待吧。最简单的就是定投指数基金。美股这个仓位应该会赚钱的,等美股纳斯达克指数大跌20%左右的时候就是重仓买入的机会。大a难点 ,应该明年有行情可以赚钱的。
回复
51
点赞
36
编组 21备份 2
分享
举报
1.91万
港女虐我千百遍
·
2024-12-21
鲍威尔的鹰派预期管理,干翻两大市场
简单说说港股,一整周恒指就是在19600到20000点之间横盘震荡,市场没有什么热点,科技股分化严重,其中快手,京东,阿里巴巴最差,基本都是破位的技术面,腾讯在周四有和苹果合作开发AI大模型的利好消息,连涨两天,走势最强的仍然是小米,强者恒强,后市港股如能调整好,它绝对是最有条件领先跑出的一只权重股。值得一提的是,周三美市跳水之际,港股无论是夜期还是隔天的日市都没有崩盘,感觉有点跟美市独立的节奏,所以后市还是可以有一点期待,只是目前来说,无论是技术面还是宏观基本面,港股仍然要等待,潜伏,就像过往一样,90%的时间等待,为的是那一刻的疯狂。 恒指周一大压力位置20000,支撑19800,撑不住就要看区间支撑19680和19600,科指压力4500,支撑4450,4390 美市本周的重点事件,周三晚上凌晨的美联储议息会议,会议前市场已经押注美联储将会降息25基点的概率高达97%,所以市场关注的是鲍威尔会后的说话和关于明年降息预期的点阵图。鲍威尔表示对通胀重新抬头担忧,降息节奏可能放缓,点阵图显示预期明年降息次数为2次,每次25基点,上一次9月时的点阵图是4次,此外还表示美联储不被允许持有比特币,也没有意愿寻求改变。 一番预期管理之下,引致美市和比特币两大市场大幅跳水,纳指当天尾盘大跌3.8%,比特币连续回调多日至10万美元下方,但周五PCE数据预示通胀走弱,降息预期小幅升温下,纳指便走出反弹,反弹力度还是不错的,开盘早段时间有约2.6%的涨幅,后遇到MA5的21800附近的压力开始回调。下周一要面对21730的压力,这里能站稳的话,纳指下周就有机会拐回来了。 纳指支撑21430,21340,21050,如果下周跌下来站不稳这些支撑,纳指自9月份以来沿着MA30震荡向上的趋势就可能被破坏,要找到20900的支撑,从技术面的角度看,个人更倾向认为是这种走法。 个股方面,近期短线博弈
鲍威尔的鹰派预期管理,干翻两大市场
# COIN&MSTR绩后齐涨!会是上车机会吗?
精彩
宿松小兵兵:
可以定投钠指了
回复
11
点赞
31
编组 21备份 2
分享
举报
1.73万
Yonny
·
2024-12-21
圣诞送钱行情来了?
12月21,本周美股收官。纳指周线收跌-1.78%。 ————————————— 目前全账户持仓情况(delta敞口计算) 美股大盘/美股科技 61% Crypto 7% 中国资产 8% (整体杠杆率 76%) ————————————— 【一】美股大盘/科技股 周五纳指这根阳线太强了, 一度拉到了近2%。 前天晚上其实我刚分享了QQQ正股的止损,没想到反转来得这么快。。 于是在昨晚开盘之后不久,我通过sell put +正股+leap call的方式陆陆续续把纳指的底仓和机动仓位都大幅回补了,甚至上了期货仓位博一博短线。 其实这样的走势很好做交易操作。止损就放在今天最低点,打止损就走,不打止损就继续拿着。虽然之前近乎空仓,但这种行情没有理由不开多了。 昨晚的时候,纳指其实在一小时级别已经有超卖了。数据公布完后,下周交易日非常少,也几乎没有什么事件。所以既然资金选择了方向,那大概率就是跟着资金面来走的——这就是我短期(下周)看反弹的原因。 此外,昨晚达哥我也上leap call + 短期sell call 的对角价差了,选用0.5 delta的,仓位一下子干到了20%,(短期)激进看多。
$英伟达 DIAGONAL 250919/241227 CALL 135.0/CALL 145.0$
达哥同样是在上升趋势线上,获得了企稳反弹,而且配合4h级别的mfi指标此前也产生了超卖形态,再加上达哥已经先于纳指调整了,那反弹起来应该是能够比大盘更强的。 昨天其实有纠结要不要再上一个博通,幸好没上。。上影线收得有点丑陋。。半导体目前就只怼达哥身上了,你达爷应该还是你达爷。
圣诞送钱行情来了?
# 晒晒更赚钱
精彩
新手下海:
👍🏻👍🏻👍🏻👍🏻
回复
16
点赞
33
编组 21备份 2
分享
举报
1.36万
Nitedive
·
2024-12-21
$NVO 20250117 82.5 CALL$
换手才1% 后续反弹机会还有很多
$NVO 20250117 82.5 CALL$ 换手才1% 后续反弹机会还有很多
# 晒晒更赚钱
精彩
爱发红包的虎妞:
老师您好,可以加虎妞微信聊聊投资吗?微信:itiger2014
回复
8
点赞
24
编组 21备份 2
分享
举报
1.83万
窝轮女神Fifi
·
2024-12-21
【行情预测】下周港美股大盘走势预测 1221
港股、美股大盘行情分析 一,消息面分析 近期,美股市场受到多重因素影响,包括美联储的货币政策调整以及市场对经济前景的担忧。 美联储在 12 月的议息会议上采取了 “鹰派” 降息的立场,这引发了市场的波动,特别是科技股的调整。 此外,市场还面临着 “三巫日” 带来的期权到期压力,导致市场波动加剧。 二,技术面分析 从技术面来看,美股在最近几个交易日内经历了较大的波动。 标普 500 指数在本周五一度反弹近 2%,但临近收盘时涨幅收窄。 VIX 指数的回落显示市场逐渐消化了美联储降息预期所带来的负面情绪,资金出逃的状况有所稳定。 港股方面,最近三个交易周期内
$恒生指数(HSI)$
累计下跌 0.82%,显示出市场的疲软。 三,基本面分析 从基本面来看,美国经济的韧性和人工智能热潮推动了股市的乐观情绪,但美联储的政策调整以及高估值引发了对未来盈利增长的担忧。 港股则受到全球经济不确定性和本地经济因素的影响,表现相对疲软。 四,个人分析逻辑与观点 综合以上因素,市场短期内可能继续面临波动。 美联储的政策立场和经济数据将继续主导市场情绪。 投资者需关注即将公布的经济数据和企业财报,以判断市场的下一步走势。 五,下周大盘走势预测 预计下周美股市场可能会在波动中寻找支撑,投资者需警惕市场的短期调整风险。 港股可能继续受到全球市场情绪的影响,短期内难以出现明显的反弹。 投资者应保持谨慎,关注政策变化和经济数据对市场的影响。 免责声明:上述内容仅代表个人观点,仅供参考,不构成任何投资建议。股市有风险,投资需谨慎。
【行情预测】下周港美股大盘走势预测 1221
# 阿里财报带动!大举看多中国AI,中概布局时机?
精彩
马路边的硬币:
这分析很到位,要多关注数据变化
回复
9
点赞
25
编组 21备份 2
分享
举报
1.82万
纯均
·
2024-12-21
$韩国ETF-iShares MSCI(EWY)$
$EWY 20250117 56.0 CALL$
政治博弈的复杂性和随机性,远超想象。尹大统领退场已经没有疑问,但在何时以何种方式退场还不明朗,真的要拖到最后一刻,还是困兽犹斗
$韩国ETF-iShares MSCI(EWY)$ $EWY 20250117 56.0 CALL$ 政治博弈的复杂性和随机性,远超想象。尹大统领退场已经...
# 晒晒更赚钱
精彩
贝克汉姆零距离:
对于行情的深刻分析,让我大开眼界[强] 期待后续见解
回复
7
点赞
21
编组 21备份 2
分享
举报
3.40万
爱投资的小熊猫
·
2024-12-21
小菜园尾盘冲刺15%,越冷越好!让客户去敲钟了!——(00999.HK)新股配售情况
$小菜园(00999)$
公配1.44倍,国配1.79倍,比草姬冷多了,要知道公配1.44倍这可是足额状态了啊,这个当时各个券商孖展可都是不足额的啊!不少朋友还觉得小菜园是不是要发行失败了!其实不然,反而是越冷的票外面的筹码越少,散户越少有时候抛压就越小,上涨概率就大! 对比九源基因首日2.5亿成交额还暴跌40%,果不其然,小菜园全天才不不到7000万成交额,公配都有8600万的货在外面了!所以这票的逻辑大家细品!!! 暗盘微跌0.82%,上市首日高开5.88%,上冲到9.33港元回落,最后尾盘冲高14%! 有时候是越是没人打的票,越是筹码比较好控制。开盘就高开了8%,即便是这样,都没什么人去卖出。尾盘随随便便冲一下,都是14%涨幅了,账户里145w的货,变成165万!16万的利润! 这票作为投资人,同样我们也安排了几个客户去敲钟了,昨天的草姬我带着客户去了,今天的小菜园就不去占用客户去敲钟的名额了! 我们来看看小菜园 (00999.HK) 暗盘情况: 小菜园 (00999.HK) 辉立暗盘以7.10港元低开,立马上冲到最高点8.50港元后就回落,一直到8.02港元止跌,再震荡上行,尾盘以8.43港元报收,跌幅0.82%,振幅16.47%。 看看小菜园 (00999.HK) 配售情况! 小菜园 (00999.HK) 招股最终定价8.50港元,8.60亿港元的募资,100.00亿港元的总市值,发行比例8.60%。配售情况:2488人认购,这次公配1.44倍,比起草姬冷多了,由于没有超过15倍,回拨比率无,国配有1.29倍,一手中签率100.00%,认购1手才必中1手,同时乙组5人申购,其中顶头槌申购0张,获配率81.55%-81.73%! 小菜园 (009
小菜园尾盘冲刺15%,越冷越好!让客户去敲钟了!——(00999.HK)新股配售情况
回复
6
点赞
20
编组 21备份 2
分享
举报
2.20万
Mesopotamian
·
2024-12-21
$纳斯达克(.IXIC)$
$SQQQ 20241227 32.0 CALL$
$SQQQ 20250103 33.0 CALL$
等待翻倍
$纳斯达克(.IXIC)$ $SQQQ 20241227 32.0 CALL$ $SQQQ 20250103 33.0 CALL$ 等待翻倍
# 晒晒更赚钱
回复
2
点赞
11
编组 21备份 2
分享
举报
1.48万
风华几度
·
2024-12-21
$SOXL 20241227 24.0 PUT$
反弹力度不错,不过昨天盘前盘后波动真是太大了,赚到就是赢[真香] 落袋为安
$SOXL 20241227 24.0 PUT$ 反弹力度不错,不过昨天盘前盘后波动真是太大了,赚到就是赢[真香] 落袋为安
# 晒晒更赚钱
精彩
辛德瑞拉的眼泪:
果然波动太离谱,风险上升了
回复
3
点赞
12
编组 21备份 2
分享
举报
1.00万
安东尼要阳光
·
2024-12-21
$SNAP 20241220 11.5 PUT$
不错
$SNAP 20241220 11.5 PUT$ 不错
# 晒晒更赚钱
回复
1
点赞
10
编组 21备份 2
分享
举报
1.17万
catherine052
·
2024-12-21
$TSLA 20250103 400.0 PUT$
希望下周大涨!
$TSLA 20250103 400.0 PUT$ 希望下周大涨!
# 晒晒更赚钱
回复
1
点赞
8
编组 21备份 2
分享
举报
1.67万
Eric有话说
·
2024-12-20
美光FY25Q1财报一览:HBM营收环比翻倍,难挡消费电子超预期疲软
存储巨头美光拉开半导体四季报帷幕。美光本季度按财年时间是FY25Q1,按实际时间对应2024年9/10/11月。 美光FY25Q1财报: 营收87.1亿美元,同比增长84%,环比增长12%,创历史新高(此前营收巅峰是FY18Q4的84亿美元)营收连续5个季度同比增长;预计FY25Q2营收79亿美元,同比增长36%,环比下滑9%; GAAP毛利率38.4%,环比提升3.1个百分点;预计FY25Q2毛利率37.5%,环比下滑0.9个百分点(毛利率巅峰是FY18Q4的61%); GAAP经营利润21.7亿美元,环比增长43%,经营利润率25%(经营利润巅峰是FY18Q4的43亿美元); 经营现金流32.44亿美元,环比下滑5%(经营现金流巅峰是FY18Q4的52亿美元);自由现金流连续3个季度为正; GAAP净利润18.7亿美元,连续4个季度为正,NonGAAP净利润20.37亿美元,连续4个季度为正;预计FY25Q2 GAAP净利润14.14亿美元,NonGAAP净利润16.04亿美元(净利润巅峰是FY18Q4的43亿美元); 本季度未回购; 分业务: DRAM营收64亿美元,同比增长87%,连续5个季度增长,环比增长20%,营收占比73%;DRAM bit出货量环比增长低两位数,ASP环比增长高个位数; NAND营收22.41亿美元,同比增长82%,连续5个季度增长,营收占比26%;NAND bit出货量环比下滑低个位数,ASP环比下滑低个位数; 预计下季度DRAM bit出货环比小幅下滑,NAND bit出货环比大幅下滑,未来数据中心仍是主要增长点(本季度CNBU/SBU经营利润环比增长89%/60%),消费电子相关需求超预期疲软(本季度MBU/EBU经营利润环比下滑36%/90%),客户将去库存至2025年春季,FQ2出货量不及预期,预计FY25H2出货恢复增长; 分市场
美光FY25Q1财报一览:HBM营收环比翻倍,难挡消费电子超预期疲软
回复
4
点赞
17
编组 21备份 2
分享
举报
1.83万
美股小猫咪2
·
2024-12-21
标普500:抄底还是期待更深的抛售?
美联储的鹰派转向 在美联储12月会议宣布利率决议和鲍威尔新闻发布会之后,标普500指数(SP500)大幅下跌2.95%。 美联储采取了鹰派转向,这可能是本次政策正常化周期中的最后一次降息。具体来说,美联储上调了2025年的通胀预期,并将预期的额外降息次数从9月会议中的4次减少到2次。 实际上,美联储暗示将暂停或维持政策不变,这本质上意味着政策正常化的结束。接下来的美联储动作可能是在衰退来临时降息,或在通胀加剧时加息。但在此之前,美联储可能维持现状。 市场反应 美联储的鹰派转向在所有资产类别中引发了巨大反应,主要表现在动量交易的逆转上。 如前所述,标普500指数下跌了2.95%,但科技股集中的纳斯达克100指数(QQQ)下跌了3.61%,而小盘股的罗素2000指数(IWM)则下跌了4.43%。 这意味着什么?纳斯达克100指数代表着生成式人工智能泡沫,该指数此前一直是推动大盘上涨的主要力量。这是否意味着美联储刚刚戳破了生成式人工智能泡沫? 罗素2000指数代表着软着陆主题——市场此前预计随着避免衰退的希望增加,市场涨势将更加广泛。然而,小盘股的急剧下跌是否意味着美联储实际上暗示,为了将通胀降至2%,可能需要衰退?尽管鲍威尔明确表示,美联储不需要提高失业率来降低通胀,但罗素2000的反应表明情况可能并非如此。 债券市场也对美联储的鹰派转向作出了强烈反应,10年期国债收益率(US10Y)升至4.51%。黄金(GLD)也因利率上升下跌了近2%,比特币(BTC-USD)则下跌了近5%。 因此,所有动量交易都因美联储的鹰派转向而逆转,利率上升是主要驱动因素。 值得买入的回调? 标普500指数的2.95%跌幅也造成了一些技术面上的损害。具体而言,价格在同一天内跌破了20日移动均线(20dma)和50日移动均线(50dma),这种情况并不常见。 因此,标普500指数目前位于50日均线支撑位
标普500:抄底还是期待更深的抛售?
# 圣诞行情启动!.SPX将完美收于___点?
回复
5
点赞
22
编组 21备份 2
分享
举报
2.46万
特斯拉多头和PLTR多头
·
2024-12-21
$Palantir Technologies Inc.(PLTR)$
经历整个市场大跌考验,我Palantir巍然不动,后市看涨
$Palantir Technologies Inc.(PLTR)$ 经历整个市场大跌考验,我Palantir巍然不动,后市看涨
# 晒晒更赚钱
精彩
究极失眠患者:
就你这股韧劲,真值得一赞
回复
7
点赞
24
编组 21备份 2
分享
举报
1.61万
特斯拉多头和PLTR多头
·
2024-12-21
$特斯拉(TSLA)$
12月21日股价424时候的基本面思考 很多人其实不太理解特斯拉基本面已经有了翻天覆地的改变,甚至认为特斯拉在国内造车业务收到国内新势力的追赶将会越来越被动,造成基本面下滑,还认为上涨只源于zz因素其实不然。 特斯拉的基本面改变原因包含几个趋势,其中大环境上ai发展的趋势从之前的硬件需求爆发已经进入了Ai软件爆发的阶段 1.无人驾驶技术的成熟。fsd的领先优势已经获得了质的突破。论证依据可以看看waymo的高管谈fsd和nvda的老黄谈fsd的视频。Fsd新发布的V13.2版本可以说是行业内遥遥领先。 2.无人驾驶技术的赢家通吃。无人驾驶技术成熟后其实是赢家通吃的市场,一旦有赢家出现,其他家再去追赶上的可能性几乎没有,因为消费者只会去信赖最安全用户人群最大的品牌。只在相对消费市场保持依靠权力管辖长期禁入是不现实的。而这个赢家通吃的背后其实可以做到造车低毛利去支撑软件高毛利的效益,而这个效益一旦出现会严重挤压其他车企的生存空间,没有成熟无人驾驶的车企几乎不可以生存下去。其实这个时代最大的趋势就是制造业背后的数据ai化,当逆行于这个趋势的时候,所有所有的努力将变得不值一提。 3.为什么机器人需要做人形机器人?机器人的脚和腿为什么一定要做成人形?一个只会拧螺丝的机器人又有什么样的市场前景? 目前人类社会所有设施都是服务人的,人形机器人才是符合机器人最大的场景运用。 设想一个外卖机器人如果不可以迈进四合院,或者上不了loft,上不了楼梯,因为轮子过不了门槛,是不现实的。 至于市场前景:设想即使今天只会拧螺丝的机器人,明天就有可能送外卖,而一切只需要ota升级技能。 4.储能,应该说是能够为了Ai算力和数据中心服务的新
$特斯拉(TSLA)$ 12月21日股价424时候的基本面思考 很多人其实不太理解特斯拉基本面已经有了翻天覆地的改变,甚至认为特斯拉在国内造车业务收到国内...
精彩
大耳朵Ears:
与我之前写过的不谋而合[强][强]
回复
6
点赞
21
编组 21备份 2
分享
举报
1.49万
股海彦祖
·
2024-12-20
seeking β day 190,黑天鹅 欢迎关注公众号:股海彦祖 今晚盘前诺和诺德大跌20%,加仓200股。 诺和诺德今天为22年来最大单日跌幅,对一家市值较大的成熟企业来说,这个跌幅属于重大黑天鹅级别了。事情是这样的,诺和诺德正在开发一款升级版减肥药,这个药有望在2026年代替司美格鲁肽来为诺和诺德打头阵。今天公布了新药3期临床试验,经过68周的实验,平均减重22.7%,不及预期的25%。这款升级版减肥药的临床结果,对比礼来现售的减肥药,效果几乎无差别。此外,前一天礼来刚刚宣布现款减肥药产能爬坡结束,产能充足,加上司美格鲁肽专利保护过期的压力,结果就是今天诺和诺德崩了个大的。 我是这么看待这件事的,诺和诺德确实在公司头牌药物的研发上不及预期,但对其基本面影响其实没那么巨大。今天盘前的巨跌,一部分迅速反映了坏消息,但也叠加了美联储转鹰、礼来利好的恐慌情绪的宣泄。对于一家长期健康经营、管理层可靠的公司来说,产品研发暂时的困境是可以改善的。医药公司也可以看作科技公司,其本质都是研发新产品,赚科技进步的钱。对于这样一家公司,突然遭遇重大黑天鹅,出现史上最大单日跌幅,现在当然不一定就是最低点,但长期来看当前就是黄金坑。 我不说模棱两可的话,也不会在一堆预测中专挑正确的,放马后炮自夸。用自己的钱投资是最最务实的,自己的判断直接为最终收益负责。每当遇到逆境,我常在心里反思,是不是遵从了第一性原理,做了长期正确的事呢?这次我认为,依然是做了对的事,就把答案留给时间验证吧。 明天是冬至,冬至吃饺子,提前祝大家冬至快乐,周末愉快,晚安。
$诺和诺德(NVO)$
$礼来(LLY)$
seeking β day 190,黑天鹅 欢迎关注公众号:股海彦祖 今晚盘前诺和诺德大跌20%,加仓200股。 诺和诺德今天为22年来最大单日跌幅,对一...
精彩
HDDK:
减肥药双雄差距变得更大了
回复
7
点赞
18
编组 21备份 2
分享
举报
1.25万
i天下
·
2024-12-20
$TSLA 20250620 300.0 CALL$
今天,我清仓了
$TSLA 20250620 300.0 CALL$ 今天,我清仓了
# 彻底闹掰!“特马对撕”之战,你站哪一边?
回复
1
点赞
14
编组 21备份 2
分享
举报
2.32万
期权小班长
·
2024-12-20
还没结束,继续磨
暴跌第三天周五,也是三巫日,vix开盘依旧维持高位。盘前特斯拉一度跌幅达到6%,让很多人非常期待能一步到位,好开始抄底。然而低于预期的pce数据把市场情绪拉了回来。虽然今天是三巫日,但从期权开仓来看空头并没有押注,周三那样的暴跌大概率不会有了,建议关注下周。
$标普500ETF(SPY)$
spy周四开仓了很多远期sell call,2026年到期行权价750以上,对我们交易指导意义不大。最需要注意的是看跌期权开仓,排名第一第二是一组大单,区间非常明确,预计下周spy会逐步靠近577,买入585put卖出577put:买
$SPY 20241227 585.0 PUT$
,开仓2.62万手卖
$SPY 20241227 577.0 PUT$
,开仓2.54万手比较符合波动预期,不排除下周进一步修改。
$英伟达(NVDA)$
英伟达盘前看起来跌的很凶猛,不过今天问题不大。机构计划下周搞事情,最差看到110。虽然圣诞节当周暴跌多少有点不是人了,但从开仓来看人家就想这么安排。可能有人很好奇我为什么不把80跟75put标黄。暴跌到80肯定是不可能的,所以行权价参考意义不大,这俩交易目标是赌大波动,赌下周会有一次隐含波动率大涨的暴跌。目前持仓:持股+sell call
还没结束,继续磨
# 期权Q&A:期权知识,你问我答
精彩
伊祁放勋:
“所以我买了明年1月到期400的put $TSLA 20250117 400.0 PUT$ 卖250put对冲一下磨损 $TSLA 20250117 250.0 PUT$ 。”,班长刚才跟了你一手。过了个周末,你还坚持这个判断吗?
回复
8
点赞
28
编组 21备份 2
分享
举报
1.06万
看空的多头
·
2024-12-20
从小米集团上市,当时自己定了个目标,持股十年不卖出,一路走来,如今持有六年了,旅程过半,当中坐过过山车,有过不甘心,还好忍住了,希望后面自己不忘初心,坚定持股的信念
从小米集团上市,当时自己定了个目标,持股十年不卖出,一路走来,如今持有六年了,旅程过半,当中坐过过山车,有过不甘心,还好忍住了,希望后面自己不忘初心,坚定...
精彩
一池咸鱼:
[强] 坚持十年目标,真有勇气,佩服佩服
回复
2
点赞
2
编组 21备份 2
分享
举报
热议股票
7x24
编组备份
全部
{"basename":"community","defaultTab":"hot","hotFeedData":{"bottom":false,"list":[{"cardType":"TWEET","cardId":"TWEET.384028060594600","cardData":[{"tweetId":"384028060594600","author":{"authorId":"3483190515712579","idStr":"3483190515712579","name":"机智大剑君","avatar":"https://static.tigerbbs.com/0d54d62259fd68c8c57ca5297f0a2af2","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":7,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":94,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"我真离谱!A股亏了60万,美股亏了25万,亏损金额还在持续创新高。[捂脸] 发出来安慰一下今年账户受伤的股友吧。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a> <a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> <a href=\"https://laohu8.com/OPT/TSLA 20241227 487.5 CALL\">$TSLA 20241227 487.5 CALL$</a> ","plainDigest":"我真离谱!A股亏了60万,美股亏了25万,亏损金额还在持续创新高。[捂脸] 发出来安慰一下今年账户受伤的股友吧。 $英伟达(NVDA)$ $特斯拉(TSLA)$ $三倍做多富时中国ETF-Direxion(YINN)$ $三倍做多半导体ETF-Direxion Daily(SOXL)$ $TSLA 20241227 487.5 CALL$","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734798133078,"gmtModify":1734856204654,"symbols":["NVDA","SOXL","TSLA","YINN"],"themeIds":["ab983a5f53534240892e442b65ed2fe1","5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"ab983a5f53534240892e442b65ed2fe1","themeType":0,"name":"【年度投资复盘】2024年,你最难忘的一笔交易是__"}],"popularizeThemeFlag":false,"imageCount":2,"images":[{"url":"https://static.tigerbbs.com/5ca8fcf578d362ac192f0018358dafcc","width":"1170","height":"2532"}],"repostCount":5,"viewCount":26058,"likeCount":36,"liked":false,"collected":false,"commentCount":51,"hotComments":[{"id":"384177051730408","author":{"authorId":"3555112578661940","idStr":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"fanSize":138,"starInvestorFlag":false},"content":"股市是人性的博弈,一定不要追高不要投机了,逆势分批投资耐心等待吧。最简单的就是定投指数基金。美股这个仓位应该会赚钱的,等美股纳斯达克指数大跌20%左右的时候就是重仓买入的机会。大a难点 ,应该明年有行情可以赚钱的。","plainContent":"股市是人性的博弈,一定不要追高不要投机了,逆势分批投资耐心等待吧。最简单的就是定投指数基金。美股这个仓位应该会赚钱的,等美股纳斯达克指数大跌20%左右的时候就是重仓买入的机会。大a难点 ,应该明年有行情可以赚钱的。","likeCount":3,"commentType":"hot","coins":0},{"id":"384310213144792","author":{"authorId":"3565001137474069","idStr":"3565001137474069","name":"Xeon_","avatar":"https://static.tigerbbs.com/848a9cebf5c42855660581440478d85a","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":3,"crmLevelSwitch":0,"fanSize":3,"starInvestorFlag":false},"content":"去年买的特斯拉,本来赚了不少,结果今年就开始一直跌,跌到赔本了又清仓买了英伟达。结果买完英伟达特斯拉就开始涨。要是不卖特斯拉,我现在早就回本了,收益都能翻倍了,唉~现在全仓持有英伟达,不动了,爱咋滴咋滴吧","plainContent":"去年买的特斯拉,本来赚了不少,结果今年就开始一直跌,跌到赔本了又清仓买了英伟达。结果买完英伟达特斯拉就开始涨。要是不卖特斯拉,我现在早就回本了,收益都能翻倍了,唉~现在全仓持有英伟达,不动了,爱咋滴咋滴吧","likeCount":0,"commentType":"hot","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":true,"shareLink":"https://laohu8.com/post/384028060594600","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":224,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3483190515712579"}]},{"cardType":"TWEET","cardId":"TWEET.383975487656488","cardData":[{"tweetId":"383975487656488","author":{"authorId":"3560936496662994","idStr":"3560936496662994","name":"港女虐我千百遍","avatar":"https://static.tigerbbs.com/a9406d19037c05d89d2217144a21d6bb","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","name":"资深虎友","description":"加入老虎社区1000天","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2005,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"鲍威尔的鹰派预期管理,干翻两大市场","digest":"简单说说港股,一整周恒指就是在19600到20000点之间横盘震荡,市场没有什么热点,科技股分化严重,其中快手,京东,阿里巴巴最差,基本都是破位的技术面,腾讯在周四有和苹果合作开发AI大模型的利好消息,连涨两天,走势最强的仍然是小米,强者恒强,后市港股如能调整好,它绝对是最有条件领先跑出的一只权重股。值得一提的是,周三美市跳水之际,港股无论是夜期还是隔天的日市都没有崩盘,感觉有点跟美市独立的节奏,所以后市还是可以有一点期待,只是目前来说,无论是技术面还是宏观基本面,港股仍然要等待,潜伏,就像过往一样,90%的时间等待,为的是那一刻的疯狂。 恒指周一大压力位置20000,支撑19800,撑不住就要看区间支撑19680和19600,科指压力4500,支撑4450,4390 美市本周的重点事件,周三晚上凌晨的美联储议息会议,会议前市场已经押注美联储将会降息25基点的概率高达97%,所以市场关注的是鲍威尔会后的说话和关于明年降息预期的点阵图。鲍威尔表示对通胀重新抬头担忧,降息节奏可能放缓,点阵图显示预期明年降息次数为2次,每次25基点,上一次9月时的点阵图是4次,此外还表示美联储不被允许持有比特币,也没有意愿寻求改变。 一番预期管理之下,引致美市和比特币两大市场大幅跳水,纳指当天尾盘大跌3.8%,比特币连续回调多日至10万美元下方,但周五PCE数据预示通胀走弱,降息预期小幅升温下,纳指便走出反弹,反弹力度还是不错的,开盘早段时间有约2.6%的涨幅,后遇到MA5的21800附近的压力开始回调。下周一要面对21730的压力,这里能站稳的话,纳指下周就有机会拐回来了。 纳指支撑21430,21340,21050,如果下周跌下来站不稳这些支撑,纳指自9月份以来沿着MA30震荡向上的趋势就可能被破坏,要找到20900的支撑,从技术面的角度看,个人更倾向认为是这种走法。 个股方面,近期短线博弈","plainDigest":"简单说说港股,一整周恒指就是在19600到20000点之间横盘震荡,市场没有什么热点,科技股分化严重,其中快手,京东,阿里巴巴最差,基本都是破位的技术面,腾讯在周四有和苹果合作开发AI大模型的利好消息,连涨两天,走势最强的仍然是小米,强者恒强,后市港股如能调整好,它绝对是最有条件领先跑出的一只权重股。值得一提的是,周三美市跳水之际,港股无论是夜期还是隔天的日市都没有崩盘,感觉有点跟美市独立的节奏,所以后市还是可以有一点期待,只是目前来说,无论是技术面还是宏观基本面,港股仍然要等待,潜伏,就像过往一样,90%的时间等待,为的是那一刻的疯狂。 恒指周一大压力位置20000,支撑19800,撑不住就要看区间支撑19680和19600,科指压力4500,支撑4450,4390 美市本周的重点事件,周三晚上凌晨的美联储议息会议,会议前市场已经押注美联储将会降息25基点的概率高达97%,所以市场关注的是鲍威尔会后的说话和关于明年降息预期的点阵图。鲍威尔表示对通胀重新抬头担忧,降息节奏可能放缓,点阵图显示预期明年降息次数为2次,每次25基点,上一次9月时的点阵图是4次,此外还表示美联储不被允许持有比特币,也没有意愿寻求改变。 一番预期管理之下,引致美市和比特币两大市场大幅跳水,纳指当天尾盘大跌3.8%,比特币连续回调多日至10万美元下方,但周五PCE数据预示通胀走弱,降息预期小幅升温下,纳指便走出反弹,反弹力度还是不错的,开盘早段时间有约2.6%的涨幅,后遇到MA5的21800附近的压力开始回调。下周一要面对21730的压力,这里能站稳的话,纳指下周就有机会拐回来了。 纳指支撑21430,21340,21050,如果下周跌下来站不稳这些支撑,纳指自9月份以来沿着MA30震荡向上的趋势就可能被破坏,要找到20900的支撑,从技术面的角度看,个人更倾向认为是这种走法。 个股方面,近期短线博弈","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734785304996,"gmtModify":1734999002521,"symbols":["NVDA","QMCO","TSLA","01810","MSTR","XIACY"],"themeIds":["df9c7059048e4c67a026a1da49b831f1"],"themes":[{"themeId":"df9c7059048e4c67a026a1da49b831f1","themeType":0,"name":"COIN&MSTR绩后齐涨!会是上车机会吗?"}],"popularizeThemeFlag":false,"imageCount":6,"images":[{"url":"https://static.tigerbbs.com/967448f542843ec513e72439023a9999","width":"2250","height":"1230"},{"url":"https://static.tigerbbs.com/f430718584cf300e1f3eda4b508c4ec4","width":"2272","height":"1276"},{"url":"https://static.tigerbbs.com/4a978bef61d8b1f552bfef9e969cc311","width":"2358","height":"1272"}],"repostCount":1,"viewCount":19060,"likeCount":31,"liked":false,"collected":false,"commentCount":11,"hotComments":[{"id":"384119677641264","author":{"authorId":"3574416689148232","idStr":"3574416689148232","name":"宿松小兵兵","avatar":"https://static.tigerbbs.com/1ee4f9840f4b50dbbd9c126a0ae02091","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"fanSize":0,"starInvestorFlag":false},"content":"可以定投钠指了","plainContent":"可以定投钠指了","likeCount":2,"commentType":"hot","coins":0},{"id":"384856255877408","author":{"authorId":"3488276598659051","idStr":"3488276598659051","name":"好运多多多","avatar":"https://static.tigerbbs.com/421fbce08236167c4cab6f6e2cfeceb6","userType":1,"introduction":"","crmLevel":8,"crmLevelSwitch":0,"fanSize":2,"starInvestorFlag":false},"content":"mstr还有戏么?一路走低","plainContent":"mstr还有戏么?一路走低","likeCount":0,"commentType":"hot","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":true,"shareLink":"https://laohu8.com/post/383975487656488","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":2352,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3560936496662994"}]},{"cardType":"TWEET","cardId":"TWEET.383984961986784","cardData":[{"tweetId":"383984961986784","author":{"authorId":"3579612413176972","idStr":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/cec755333c5c72f85e4c5dd5080490c8","userType":2,"introduction":"95后互联网金融从业者","userGiftHeadFrame":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":8,"crmLevelSwitch":1,"wearingBadges":[],"fanSize":6376,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":4727,"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"ror":0,"showRor":true,"investmentPhilosophy":"本账号目标年化:绝对收益&超额收益均>10%。各类交易策略实验中。 →公众号:Yonny的搞钱笔记","dataLabelList":[],"tradeVolumeEst":0},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"title":"圣诞送钱行情来了?","digest":"12月21,本周美股收官。纳指周线收跌-1.78%。 ————————————— 目前全账户持仓情况(delta敞口计算) 美股大盘/美股科技 61% Crypto 7% 中国资产 8% (整体杠杆率 76%) ————————————— 【一】美股大盘/科技股 周五纳指这根阳线太强了, 一度拉到了近2%。 前天晚上其实我刚分享了QQQ正股的止损,没想到反转来得这么快。。 于是在昨晚开盘之后不久,我通过sell put +正股+leap call的方式陆陆续续把纳指的底仓和机动仓位都大幅回补了,甚至上了期货仓位博一博短线。 其实这样的走势很好做交易操作。止损就放在今天最低点,打止损就走,不打止损就继续拿着。虽然之前近乎空仓,但这种行情没有理由不开多了。 昨晚的时候,纳指其实在一小时级别已经有超卖了。数据公布完后,下周交易日非常少,也几乎没有什么事件。所以既然资金选择了方向,那大概率就是跟着资金面来走的——这就是我短期(下周)看反弹的原因。 此外,昨晚达哥我也上leap call + 短期sell call 的对角价差了,选用0.5 delta的,仓位一下子干到了20%,(短期)激进看多。 <a href=\"https://laohu8.com/OPT/NVDA 20241227 145.0 CALL SELL 1 | NVDA 20250919 135.0 CALL BUY 1\">$英伟达 DIAGONAL 250919/241227 CALL 135.0/CALL 145.0$</a> 达哥同样是在上升趋势线上,获得了企稳反弹,而且配合4h级别的mfi指标此前也产生了超卖形态,再加上达哥已经先于纳指调整了,那反弹起来应该是能够比大盘更强的。 昨天其实有纠结要不要再上一个博通,幸好没上。。上影线收得有点丑陋。。半导体目前就只怼达哥身上了,你达爷应该还是你达爷。","plainDigest":"12月21,本周美股收官。纳指周线收跌-1.78%。 ————————————— 目前全账户持仓情况(delta敞口计算) 美股大盘/美股科技 61% Crypto 7% 中国资产 8% (整体杠杆率 76%) ————————————— 【一】美股大盘/科技股 周五纳指这根阳线太强了, 一度拉到了近2%。 前天晚上其实我刚分享了QQQ正股的止损,没想到反转来得这么快。。 于是在昨晚开盘之后不久,我通过sell put +正股+leap call的方式陆陆续续把纳指的底仓和机动仓位都大幅回补了,甚至上了期货仓位博一博短线。 其实这样的走势很好做交易操作。止损就放在今天最低点,打止损就走,不打止损就继续拿着。虽然之前近乎空仓,但这种行情没有理由不开多了。 昨晚的时候,纳指其实在一小时级别已经有超卖了。数据公布完后,下周交易日非常少,也几乎没有什么事件。所以既然资金选择了方向,那大概率就是跟着资金面来走的——这就是我短期(下周)看反弹的原因。 此外,昨晚达哥我也上leap call + 短期sell call 的对角价差了,选用0.5 delta的,仓位一下子干到了20%,(短期)激进看多。 $英伟达 DIAGONAL 250919/241227 CALL 135.0/CALL 145.0$ 达哥同样是在上升趋势线上,获得了企稳反弹,而且配合4h级别的mfi指标此前也产生了超卖形态,再加上达哥已经先于纳指调整了,那反弹起来应该是能够比大盘更强的。 昨天其实有纠结要不要再上一个博通,幸好没上。。上影线收得有点丑陋。。半导体目前就只怼达哥身上了,你达爷应该还是你达爷。","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734776741697,"gmtModify":1734955802469,"symbols":["KWEB","NVDA","GOOG","MSTR"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","themeType":0,"name":"晒晒更赚钱"}],"popularizeThemeFlag":false,"imageCount":9,"images":[{"url":"https://static.tigerbbs.com/ceba8e4bb956a72f8bfde6645162ed9c","width":"1080","height":"801"},{"url":"https://static.tigerbbs.com/d8cc4dbd4a585f3692e67e50387bf1f7","width":"882","height":"1500"},{"url":"https://static.tigerbbs.com/86035da1b9d98c7e064c798ad2d92112","width":"882","height":"1668"}],"repostCount":1,"viewCount":17321,"likeCount":33,"liked":false,"collected":false,"commentCount":16,"hotComments":[{"id":"384714817425832","author":{"authorId":"4146641454403152","idStr":"4146641454403152","name":"新手下海","avatar":"https://static.tigerbbs.com/8c4e825ab5c520069a723337a1cb5cdd","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"fanSize":3,"starInvestorFlag":false},"content":"👍🏻👍🏻👍🏻👍🏻","plainContent":"👍🏻👍🏻👍🏻👍🏻","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":true,"shareLink":"https://laohu8.com/post/383984961986784","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":2710,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3579612413176972"}]},{"cardType":"TWEET","cardId":"TWEET.383953217827088","cardData":[{"tweetId":"383953217827088","author":{"authorId":"4195804750944690","idStr":"4195804750944690","name":"Nitedive","avatar":"https://static.tigerbbs.com/b521eff12cf56451459485f189e9a044","userType":1,"introduction":"","crmLevel":2,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":47,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/OPT/NVO 20250117 82.5 CALL\">$NVO 20250117 82.5 CALL$</a> 换手才1% 后续反弹机会还有很多","plainDigest":"$NVO 20250117 82.5 CALL$ 换手才1% 后续反弹机会还有很多","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734768839589,"gmtModify":1734772747410,"symbols":["NVO"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","themeType":0,"name":"晒晒更赚钱"}],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/003e613827afebe3e2e045c8531b7033","width":"981","height":"1637"}],"repostCount":0,"viewCount":13631,"likeCount":24,"liked":false,"collected":false,"commentCount":8,"hotComments":[{"id":"384601790939224","author":{"authorId":"20722186463466","idStr":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","userType":4,"introduction":"虎联储代表·版规维护者·礼物发送人\n社区的礼物都是我发的,不关注一下吗?","userGiftHeadFrame":"https://static.tigerbbs.com/9fbaa680ff01ef22199d81a0f09ea1d9","hat":"https://static.tigerbbs.com/9fbaa680ff01ef22199d81a0f09ea1d9","crmLevel":1,"crmLevelSwitch":0,"fanSize":4,"starInvestorFlag":false},"content":"老师您好,可以加虎妞微信聊聊投资吗?微信:itiger2014","plainContent":"老师您好,可以加虎妞微信聊聊投资吗?微信:itiger2014","likeCount":0,"commentType":"hot","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383953217827088","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":49,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"4195804750944690"}]},{"cardType":"TWEET","cardId":"TWEET.383867823403536","cardData":[{"tweetId":"383867823403536","author":{"authorId":"3575872801573742","idStr":"3575872801573742","name":"窝轮女神Fifi","avatar":"https://static.tigerbbs.com/edd5cec26aa0c03c7e4a623ee5f49f8c","userType":2,"introduction":"窝轮牛熊证专家,港美A股实盘达人","crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":3053,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1608,"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"showRor":false,"investmentPhilosophy":"结果导向。\n全球经济上行时,中长线持有优质标的获利;当经济下行时,运用衍生产品以小博大,以及捕获振幅较大的二线股,通过超短线交易获利。","winRationPercentage":77.155172,"dataLabelList":[],"tradeVolumeEst":0},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"title":"【行情预测】下周港美股大盘走势预测 1221","digest":"港股、美股大盘行情分析 一,消息面分析 近期,美股市场受到多重因素影响,包括美联储的货币政策调整以及市场对经济前景的担忧。 美联储在 12 月的议息会议上采取了 “鹰派” 降息的立场,这引发了市场的波动,特别是科技股的调整。 此外,市场还面临着 “三巫日” 带来的期权到期压力,导致市场波动加剧。 二,技术面分析 从技术面来看,美股在最近几个交易日内经历了较大的波动。 标普 500 指数在本周五一度反弹近 2%,但临近收盘时涨幅收窄。 VIX 指数的回落显示市场逐渐消化了美联储降息预期所带来的负面情绪,资金出逃的状况有所稳定。 港股方面,最近三个交易周期内 <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 累计下跌 0.82%,显示出市场的疲软。 三,基本面分析 从基本面来看,美国经济的韧性和人工智能热潮推动了股市的乐观情绪,但美联储的政策调整以及高估值引发了对未来盈利增长的担忧。 港股则受到全球经济不确定性和本地经济因素的影响,表现相对疲软。 四,个人分析逻辑与观点 综合以上因素,市场短期内可能继续面临波动。 美联储的政策立场和经济数据将继续主导市场情绪。 投资者需关注即将公布的经济数据和企业财报,以判断市场的下一步走势。 五,下周大盘走势预测 预计下周美股市场可能会在波动中寻找支撑,投资者需警惕市场的短期调整风险。 港股可能继续受到全球市场情绪的影响,短期内难以出现明显的反弹。 投资者应保持谨慎,关注政策变化和经济数据对市场的影响。 免责声明:上述内容仅代表个人观点,仅供参考,不构成任何投资建议。股市有风险,投资需谨慎。","plainDigest":"港股、美股大盘行情分析 一,消息面分析 近期,美股市场受到多重因素影响,包括美联储的货币政策调整以及市场对经济前景的担忧。 美联储在 12 月的议息会议上采取了 “鹰派” 降息的立场,这引发了市场的波动,特别是科技股的调整。 此外,市场还面临着 “三巫日” 带来的期权到期压力,导致市场波动加剧。 二,技术面分析 从技术面来看,美股在最近几个交易日内经历了较大的波动。 标普 500 指数在本周五一度反弹近 2%,但临近收盘时涨幅收窄。 VIX 指数的回落显示市场逐渐消化了美联储降息预期所带来的负面情绪,资金出逃的状况有所稳定。 港股方面,最近三个交易周期内 $恒生指数(HSI)$ 累计下跌 0.82%,显示出市场的疲软。 三,基本面分析 从基本面来看,美国经济的韧性和人工智能热潮推动了股市的乐观情绪,但美联储的政策调整以及高估值引发了对未来盈利增长的担忧。 港股则受到全球经济不确定性和本地经济因素的影响,表现相对疲软。 四,个人分析逻辑与观点 综合以上因素,市场短期内可能继续面临波动。 美联储的政策立场和经济数据将继续主导市场情绪。 投资者需关注即将公布的经济数据和企业财报,以判断市场的下一步走势。 五,下周大盘走势预测 预计下周美股市场可能会在波动中寻找支撑,投资者需警惕市场的短期调整风险。 港股可能继续受到全球市场情绪的影响,短期内难以出现明显的反弹。 投资者应保持谨慎,关注政策变化和经济数据对市场的影响。 免责声明:上述内容仅代表个人观点,仅供参考,不构成任何投资建议。股市有风险,投资需谨慎。","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734759018378,"gmtModify":1734760131954,"symbols":["HSI"],"themeIds":["709fe710809f461f864f26ad95af2c18"],"themes":[{"themeId":"709fe710809f461f864f26ad95af2c18","themeType":0,"name":"阿里财报带动!大举看多中国AI,中概布局时机?"}],"popularizeThemeFlag":false,"imageCount":2,"images":[{"url":"https://static.tigerbbs.com/6caf6ebca596a79090b326814c10e80f","width":"1640","height":"1170"}],"repostCount":1,"viewCount":18318,"likeCount":25,"liked":false,"collected":false,"commentCount":9,"hotComments":[{"id":"383881335411120","author":{"authorId":"9000000000000700","idStr":"9000000000000700","name":"马路边的硬币","avatar":"https://static.tigerbbs.com/a20130e3206e9774986669fea0443a20","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":10,"starInvestorFlag":false},"content":"这分析很到位,要多关注数据变化","plainContent":"这分析很到位,要多关注数据变化","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383867823403536","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":1178,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3575872801573742"}]},{"cardType":"TWEET","cardId":"TWEET.383866919707064","cardData":[{"tweetId":"383866919707064","author":{"authorId":"38552670048888","idStr":"38552670048888","name":"纯均","avatar":"https://static.tigerbbs.com/9f375d2a86f27c42ca2e63c0a1ad37a2","userType":1,"introduction":"","crmLevel":7,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":409,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$ </a> <a href=\"https://laohu8.com/OPT/EWY 20250117 56.0 CALL\">$EWY 20250117 56.0 CALL$ </a> 政治博弈的复杂性和随机性,远超想象。尹大统领退场已经没有疑问,但在何时以何种方式退场还不明朗,真的要拖到最后一刻,还是困兽犹斗","plainDigest":"$韩国ETF-iShares MSCI(EWY)$ $EWY 20250117 56.0 CALL$ 政治博弈的复杂性和随机性,远超想象。尹大统领退场已经没有疑问,但在何时以何种方式退场还不明朗,真的要拖到最后一刻,还是困兽犹斗","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734758793402,"gmtModify":1734760115259,"symbols":["EWY"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","themeType":0,"name":"晒晒更赚钱"}],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/ef72d94a79f6d8844e3013f584cb791a","width":"898","height":"1605"}],"repostCount":0,"viewCount":18213,"likeCount":21,"liked":false,"collected":false,"commentCount":7,"hotComments":[{"id":"383879980573112","author":{"authorId":"9000000000000325","idStr":"9000000000000325","name":"贝克汉姆零距离","avatar":"https://static.tigerbbs.com/eb0370d3fa6e993a9a62f4b7ba0130a1","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":20,"starInvestorFlag":false},"content":"对于行情的深刻分析,让我大开眼界[强] 期待后续见解","plainContent":"对于行情的深刻分析,让我大开眼界[强] 期待后续见解","likeCount":0,"commentType":"valid","coins":0},{"id":"383879965319688","author":{"authorId":"10000000000010306","idStr":"10000000000010306","name":"Hold到老","avatar":"https://static.tigerbbs.com/190c480144551a8d6ba305539b5ededa","userType":8,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"fanSize":57,"starInvestorFlag":false},"content":"这个不确定性真让人头疼,得随时关注动态","plainContent":"这个不确定性真让人头疼,得随时关注动态","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383866919707064","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":168,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"38552670048888"}]},{"cardType":"TWEET","cardId":"TWEET.383877382684696","cardData":[{"tweetId":"383877382684696","author":{"authorId":"3468677072884748","idStr":"3468677072884748","name":"爱投资的小熊猫","avatar":"https://static.tigerbbs.com/161807d4571cc1775f29fd24a2eaac9c","userType":1,"introduction":"","crmLevel":5,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":5384,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"小菜园尾盘冲刺15%,越冷越好!让客户去敲钟了!——(00999.HK)新股配售情况","digest":"<a href=\"https://laohu8.com/S/00999\">$小菜园(00999)$</a> 公配1.44倍,国配1.79倍,比草姬冷多了,要知道公配1.44倍这可是足额状态了啊,这个当时各个券商孖展可都是不足额的啊!不少朋友还觉得小菜园是不是要发行失败了!其实不然,反而是越冷的票外面的筹码越少,散户越少有时候抛压就越小,上涨概率就大! 对比九源基因首日2.5亿成交额还暴跌40%,果不其然,小菜园全天才不不到7000万成交额,公配都有8600万的货在外面了!所以这票的逻辑大家细品!!! 暗盘微跌0.82%,上市首日高开5.88%,上冲到9.33港元回落,最后尾盘冲高14%! 有时候是越是没人打的票,越是筹码比较好控制。开盘就高开了8%,即便是这样,都没什么人去卖出。尾盘随随便便冲一下,都是14%涨幅了,账户里145w的货,变成165万!16万的利润! 这票作为投资人,同样我们也安排了几个客户去敲钟了,昨天的草姬我带着客户去了,今天的小菜园就不去占用客户去敲钟的名额了! 我们来看看小菜园 (00999.HK) 暗盘情况: 小菜园 (00999.HK) 辉立暗盘以7.10港元低开,立马上冲到最高点8.50港元后就回落,一直到8.02港元止跌,再震荡上行,尾盘以8.43港元报收,跌幅0.82%,振幅16.47%。 看看小菜园 (00999.HK) 配售情况! 小菜园 (00999.HK) 招股最终定价8.50港元,8.60亿港元的募资,100.00亿港元的总市值,发行比例8.60%。配售情况:2488人认购,这次公配1.44倍,比起草姬冷多了,由于没有超过15倍,回拨比率无,国配有1.29倍,一手中签率100.00%,认购1手才必中1手,同时乙组5人申购,其中顶头槌申购0张,获配率81.55%-81.73%! 小菜园 (009","plainDigest":"$小菜园(00999)$ 公配1.44倍,国配1.79倍,比草姬冷多了,要知道公配1.44倍这可是足额状态了啊,这个当时各个券商孖展可都是不足额的啊!不少朋友还觉得小菜园是不是要发行失败了!其实不然,反而是越冷的票外面的筹码越少,散户越少有时候抛压就越小,上涨概率就大! 对比九源基因首日2.5亿成交额还暴跌40%,果不其然,小菜园全天才不不到7000万成交额,公配都有8600万的货在外面了!所以这票的逻辑大家细品!!! 暗盘微跌0.82%,上市首日高开5.88%,上冲到9.33港元回落,最后尾盘冲高14%! 有时候是越是没人打的票,越是筹码比较好控制。开盘就高开了8%,即便是这样,都没什么人去卖出。尾盘随随便便冲一下,都是14%涨幅了,账户里145w的货,变成165万!16万的利润! 这票作为投资人,同样我们也安排了几个客户去敲钟了,昨天的草姬我带着客户去了,今天的小菜园就不去占用客户去敲钟的名额了! 我们来看看小菜园 (00999.HK) 暗盘情况: 小菜园 (00999.HK) 辉立暗盘以7.10港元低开,立马上冲到最高点8.50港元后就回落,一直到8.02港元止跌,再震荡上行,尾盘以8.43港元报收,跌幅0.82%,振幅16.47%。 看看小菜园 (00999.HK) 配售情况! 小菜园 (00999.HK) 招股最终定价8.50港元,8.60亿港元的募资,100.00亿港元的总市值,发行比例8.60%。配售情况:2488人认购,这次公配1.44倍,比起草姬冷多了,由于没有超过15倍,回拨比率无,国配有1.29倍,一手中签率100.00%,认购1手才必中1手,同时乙组5人申购,其中顶头槌申购0张,获配率81.55%-81.73%! 小菜园 (009","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734750361713,"gmtModify":1734752371268,"symbols":["00999"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":16,"images":[{"url":"https://static.tigerbbs.com/24e87870fea859ed50246b70aded81bb","width":"1080","height":"500"}],"repostCount":1,"viewCount":33981,"likeCount":20,"liked":false,"collected":false,"commentCount":6,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383877382684696","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":1696,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3468677072884748"}]},{"cardType":"TWEET","cardId":"TWEET.383809337299440","cardData":[{"tweetId":"383809337299440","author":{"authorId":"3482712443650607","idStr":"3482712443650607","name":"Mesopotamian","avatar":"https://static.tigerbbs.com/ff47714ef36f1e42fef5754ef04d2ed9","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":1,"crmLevelSwitch":1,"wearingBadges":[],"fanSize":7,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v><a href=\"https://laohu8.com/OPT/SQQQ 20241227 32.0 CALL\">$SQQQ 20241227 32.0 CALL$ </a><a href=\"https://laohu8.com/OPT/SQQQ 20250103 33.0 CALL\">$SQQQ 20250103 33.0 CALL$ </a> 等待翻倍","plainDigest":"$纳斯达克(.IXIC)$ $SQQQ 20241227 32.0 CALL$ $SQQQ 20250103 33.0 CALL$ 等待翻倍","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734744736565,"gmtModify":1734746992872,"symbols":[".IXIC","SQQQ"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","themeType":0,"name":"晒晒更赚钱"}],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/173af0709c5819081ed8ef548e012278","width":"1208","height":"1876"}],"repostCount":0,"viewCount":21998,"likeCount":11,"liked":false,"collected":false,"commentCount":2,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383809337299440","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":69,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3482712443650607"}]},{"cardType":"TWEET","cardId":"TWEET.383849499017256","cardData":[{"tweetId":"383849499017256","author":{"authorId":"3556578323764370","idStr":"3556578323764370","name":"风华几度","avatar":"https://static.tigerbbs.com/767528b238f4ffd638c709702fcf746d","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":2,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":76,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/OPT/SOXL 20241227 24.0 PUT\">$SOXL 20241227 24.0 PUT$</a> 反弹力度不错,不过昨天盘前盘后波动真是太大了,赚到就是赢[真香] 落袋为安 ","plainDigest":"$SOXL 20241227 24.0 PUT$ 反弹力度不错,不过昨天盘前盘后波动真是太大了,赚到就是赢[真香] 落袋为安","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734743681969,"gmtModify":1734746779783,"symbols":["SOXL"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","themeType":0,"name":"晒晒更赚钱"}],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/a7620835554c2c011ccc30a33ae0b3c2","width":"972","height":"1631"}],"repostCount":1,"viewCount":14787,"likeCount":12,"liked":false,"collected":false,"commentCount":3,"hotComments":[{"id":"383825583735248","author":{"authorId":"10000000000010320","idStr":"10000000000010320","name":"辛德瑞拉的眼泪","avatar":"https://static.tigerbbs.com/66be84645eeac71f62d4ad271c145cd9","userType":8,"introduction":"1","crmLevel":1,"crmLevelSwitch":0,"fanSize":11,"starInvestorFlag":false},"content":"果然波动太离谱,风险上升了","plainContent":"果然波动太离谱,风险上升了","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383849499017256","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":89,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3556578323764370"}]},{"cardType":"TWEET","cardId":"TWEET.383802736980384","cardData":[{"tweetId":"383802736980384","author":{"authorId":"3564301441063735","idStr":"3564301441063735","name":"安东尼要阳光","avatar":"https://static.tigerbbs.com/73173f514fab8032918156da9e3e6b2f","userType":1,"introduction":"","crmLevel":2,"crmLevelSwitch":1,"wearingBadges":[],"fanSize":21,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/OPT/SNAP 20241220 11.5 PUT\">$SNAP 20241220 11.5 PUT$ </a> 不错","plainDigest":"$SNAP 20241220 11.5 PUT$ 不错","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734743121556,"gmtModify":1734746668576,"symbols":["SNAP"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","themeType":0,"name":"晒晒更赚钱"}],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/9b4d803213e07d6def460f7da5cfc69b","width":"1022","height":"1668"}],"repostCount":1,"viewCount":10034,"likeCount":10,"liked":false,"collected":false,"commentCount":1,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383802736980384","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":25,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3564301441063735"}]},{"cardType":"TWEET","cardId":"TWEET.383784590152248","cardData":[{"tweetId":"383784590152248","author":{"authorId":"3549020696889681","idStr":"3549020696889681","name":"catherine052","avatar":"https://static.tigerbbs.com/5de778132bd288aff1f868a323c559aa","userType":1,"introduction":"","crmLevel":4,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":26,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/OPT/TSLA 20250103 400.0 PUT\">$TSLA 20250103 400.0 PUT$</a> 希望下周大涨!","plainDigest":"$TSLA 20250103 400.0 PUT$ 希望下周大涨!","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734738729365,"gmtModify":1734746499725,"symbols":["TSLA"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","themeType":0,"name":"晒晒更赚钱"}],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/60111d0d2c3a464f56afc9e06dd65402","width":"1086","height":"1713"}],"repostCount":1,"viewCount":11667,"likeCount":8,"liked":false,"collected":false,"commentCount":1,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383784590152248","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":35,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3549020696889681"}]},{"cardType":"TWEET","cardId":"TWEET.383782853574856","cardData":[{"tweetId":"383782853574856","author":{"authorId":"9000000000000075","idStr":"9000000000000075","name":"Eric有话说","avatar":"https://static.laohu8.com/default-avatar.jpg","userType":8,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":331,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"美光FY25Q1财报一览:HBM营收环比翻倍,难挡消费电子超预期疲软","digest":"存储巨头美光拉开半导体四季报帷幕。美光本季度按财年时间是FY25Q1,按实际时间对应2024年9/10/11月。 美光FY25Q1财报: 营收87.1亿美元,同比增长84%,环比增长12%,创历史新高(此前营收巅峰是FY18Q4的84亿美元)营收连续5个季度同比增长;预计FY25Q2营收79亿美元,同比增长36%,环比下滑9%; GAAP毛利率38.4%,环比提升3.1个百分点;预计FY25Q2毛利率37.5%,环比下滑0.9个百分点(毛利率巅峰是FY18Q4的61%); GAAP经营利润21.7亿美元,环比增长43%,经营利润率25%(经营利润巅峰是FY18Q4的43亿美元); 经营现金流32.44亿美元,环比下滑5%(经营现金流巅峰是FY18Q4的52亿美元);自由现金流连续3个季度为正; GAAP净利润18.7亿美元,连续4个季度为正,NonGAAP净利润20.37亿美元,连续4个季度为正;预计FY25Q2 GAAP净利润14.14亿美元,NonGAAP净利润16.04亿美元(净利润巅峰是FY18Q4的43亿美元); 本季度未回购; 分业务: DRAM营收64亿美元,同比增长87%,连续5个季度增长,环比增长20%,营收占比73%;DRAM bit出货量环比增长低两位数,ASP环比增长高个位数; NAND营收22.41亿美元,同比增长82%,连续5个季度增长,营收占比26%;NAND bit出货量环比下滑低个位数,ASP环比下滑低个位数; 预计下季度DRAM bit出货环比小幅下滑,NAND bit出货环比大幅下滑,未来数据中心仍是主要增长点(本季度CNBU/SBU经营利润环比增长89%/60%),消费电子相关需求超预期疲软(本季度MBU/EBU经营利润环比下滑36%/90%),客户将去库存至2025年春季,FQ2出货量不及预期,预计FY25H2出货恢复增长; 分市场","plainDigest":"存储巨头美光拉开半导体四季报帷幕。美光本季度按财年时间是FY25Q1,按实际时间对应2024年9/10/11月。 美光FY25Q1财报: 营收87.1亿美元,同比增长84%,环比增长12%,创历史新高(此前营收巅峰是FY18Q4的84亿美元)营收连续5个季度同比增长;预计FY25Q2营收79亿美元,同比增长36%,环比下滑9%; GAAP毛利率38.4%,环比提升3.1个百分点;预计FY25Q2毛利率37.5%,环比下滑0.9个百分点(毛利率巅峰是FY18Q4的61%); GAAP经营利润21.7亿美元,环比增长43%,经营利润率25%(经营利润巅峰是FY18Q4的43亿美元); 经营现金流32.44亿美元,环比下滑5%(经营现金流巅峰是FY18Q4的52亿美元);自由现金流连续3个季度为正; GAAP净利润18.7亿美元,连续4个季度为正,NonGAAP净利润20.37亿美元,连续4个季度为正;预计FY25Q2 GAAP净利润14.14亿美元,NonGAAP净利润16.04亿美元(净利润巅峰是FY18Q4的43亿美元); 本季度未回购; 分业务: DRAM营收64亿美元,同比增长87%,连续5个季度增长,环比增长20%,营收占比73%;DRAM bit出货量环比增长低两位数,ASP环比增长高个位数; NAND营收22.41亿美元,同比增长82%,连续5个季度增长,营收占比26%;NAND bit出货量环比下滑低个位数,ASP环比下滑低个位数; 预计下季度DRAM bit出货环比小幅下滑,NAND bit出货环比大幅下滑,未来数据中心仍是主要增长点(本季度CNBU/SBU经营利润环比增长89%/60%),消费电子相关需求超预期疲软(本季度MBU/EBU经营利润环比下滑36%/90%),客户将去库存至2025年春季,FQ2出货量不及预期,预计FY25H2出货恢复增长; 分市场","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734694200000,"gmtModify":1734720162874,"symbols":["159732","MU"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":8,"images":[{"url":"https://static.tigerbbs.com/d7a4133b04244d09a75d916765b7daed"},{"url":"https://static.tigerbbs.com/bc51f435bcd1416087b3613ca7aa7c39"},{"url":"https://static.tigerbbs.com/530cf28884aa42428f32bb70114176ca"}],"repostCount":1,"viewCount":16739,"likeCount":17,"liked":false,"collected":false,"commentCount":4,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383782853574856","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":4984,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"9000000000000075"}]},{"cardType":"TWEET","cardId":"TWEET.383679478616488","cardData":[{"tweetId":"383679478616488","author":{"authorId":"3561036914501552","idStr":"3561036914501552","name":"美股小猫咪2","avatar":"https://static.tigerbbs.com/aaa8fa82e05e4318de67d353d08f9e47","userType":2,"introduction":"VX公众号:花街量子猫","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":2707,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"标普500:抄底还是期待更深的抛售?","digest":"美联储的鹰派转向 在美联储12月会议宣布利率决议和鲍威尔新闻发布会之后,标普500指数(SP500)大幅下跌2.95%。 美联储采取了鹰派转向,这可能是本次政策正常化周期中的最后一次降息。具体来说,美联储上调了2025年的通胀预期,并将预期的额外降息次数从9月会议中的4次减少到2次。 实际上,美联储暗示将暂停或维持政策不变,这本质上意味着政策正常化的结束。接下来的美联储动作可能是在衰退来临时降息,或在通胀加剧时加息。但在此之前,美联储可能维持现状。 市场反应 美联储的鹰派转向在所有资产类别中引发了巨大反应,主要表现在动量交易的逆转上。 如前所述,标普500指数下跌了2.95%,但科技股集中的纳斯达克100指数(QQQ)下跌了3.61%,而小盘股的罗素2000指数(IWM)则下跌了4.43%。 这意味着什么?纳斯达克100指数代表着生成式人工智能泡沫,该指数此前一直是推动大盘上涨的主要力量。这是否意味着美联储刚刚戳破了生成式人工智能泡沫? 罗素2000指数代表着软着陆主题——市场此前预计随着避免衰退的希望增加,市场涨势将更加广泛。然而,小盘股的急剧下跌是否意味着美联储实际上暗示,为了将通胀降至2%,可能需要衰退?尽管鲍威尔明确表示,美联储不需要提高失业率来降低通胀,但罗素2000的反应表明情况可能并非如此。 债券市场也对美联储的鹰派转向作出了强烈反应,10年期国债收益率(US10Y)升至4.51%。黄金(GLD)也因利率上升下跌了近2%,比特币(BTC-USD)则下跌了近5%。 因此,所有动量交易都因美联储的鹰派转向而逆转,利率上升是主要驱动因素。 值得买入的回调? 标普500指数的2.95%跌幅也造成了一些技术面上的损害。具体而言,价格在同一天内跌破了20日移动均线(20dma)和50日移动均线(50dma),这种情况并不常见。 因此,标普500指数目前位于50日均线支撑位","plainDigest":"美联储的鹰派转向 在美联储12月会议宣布利率决议和鲍威尔新闻发布会之后,标普500指数(SP500)大幅下跌2.95%。 美联储采取了鹰派转向,这可能是本次政策正常化周期中的最后一次降息。具体来说,美联储上调了2025年的通胀预期,并将预期的额外降息次数从9月会议中的4次减少到2次。 实际上,美联储暗示将暂停或维持政策不变,这本质上意味着政策正常化的结束。接下来的美联储动作可能是在衰退来临时降息,或在通胀加剧时加息。但在此之前,美联储可能维持现状。 市场反应 美联储的鹰派转向在所有资产类别中引发了巨大反应,主要表现在动量交易的逆转上。 如前所述,标普500指数下跌了2.95%,但科技股集中的纳斯达克100指数(QQQ)下跌了3.61%,而小盘股的罗素2000指数(IWM)则下跌了4.43%。 这意味着什么?纳斯达克100指数代表着生成式人工智能泡沫,该指数此前一直是推动大盘上涨的主要力量。这是否意味着美联储刚刚戳破了生成式人工智能泡沫? 罗素2000指数代表着软着陆主题——市场此前预计随着避免衰退的希望增加,市场涨势将更加广泛。然而,小盘股的急剧下跌是否意味着美联储实际上暗示,为了将通胀降至2%,可能需要衰退?尽管鲍威尔明确表示,美联储不需要提高失业率来降低通胀,但罗素2000的反应表明情况可能并非如此。 债券市场也对美联储的鹰派转向作出了强烈反应,10年期国债收益率(US10Y)升至4.51%。黄金(GLD)也因利率上升下跌了近2%,比特币(BTC-USD)则下跌了近5%。 因此,所有动量交易都因美联储的鹰派转向而逆转,利率上升是主要驱动因素。 值得买入的回调? 标普500指数的2.95%跌幅也造成了一些技术面上的损害。具体而言,价格在同一天内跌破了20日移动均线(20dma)和50日移动均线(50dma),这种情况并不常见。 因此,标普500指数目前位于50日均线支撑位","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734713030056,"gmtModify":1734714854285,"symbols":["161125","SPY","VOO","ESmain"],"themeIds":["390f1ecd5ecf490d97c48e19688a54aa"],"themes":[{"themeId":"390f1ecd5ecf490d97c48e19688a54aa","themeType":0,"name":"圣诞行情启动!.SPX将完美收于___点?"}],"popularizeThemeFlag":false,"imageCount":2,"images":[{"url":"https://static.tigerbbs.com/6b2cbb5994fca037cd59b3cb046a1c8b","width":"640","height":"318"}],"repostCount":1,"viewCount":18289,"likeCount":22,"liked":false,"collected":false,"commentCount":5,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383679478616488","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":3603,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3561036914501552"}]},{"cardType":"TWEET","cardId":"TWEET.383677746217432","cardData":[{"tweetId":"383677746217432","author":{"authorId":"3549622429300319","idStr":"3549622429300319","name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":8,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2817,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1238,"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"ror":105.16,"showRor":true,"investmentPhilosophy":"R1:关注最优秀的人 🧠判趋势\nR2:Choice 100X&宏观时机\nR3:Try to do nothing for long periods\nR4:Don’t time the market","winRationPercentage":65.056818,"dataLabelList":[],"tradeVolumeEst":0},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 经历整个市场大跌考验,我Palantir巍然不动,后市看涨","plainDigest":"$Palantir Technologies Inc.(PLTR)$ 经历整个市场大跌考验,我Palantir巍然不动,后市看涨","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734712609623,"gmtModify":1734714527147,"symbols":["PLTR"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","themeType":0,"name":"晒晒更赚钱"}],"popularizeThemeFlag":false,"imageCount":3,"images":[{"url":"https://static.tigerbbs.com/86c6e16ef68cf2269d615eac7ed46617","width":"696","height":"1122"},{"url":"https://static.tigerbbs.com/f753299eff702babe86ee457e22bc591","width":"696","height":"1122"},{"url":"https://static.tigerbbs.com/44cea6fd4eb12318885172189afdbd16","width":"696","height":"1122"}],"repostCount":1,"viewCount":24557,"likeCount":24,"liked":false,"collected":false,"commentCount":7,"hotComments":[{"id":"383737933459728","author":{"authorId":"10000000000010339","idStr":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","userType":8,"introduction":"1","crmLevel":1,"crmLevelSwitch":0,"fanSize":45,"starInvestorFlag":false},"content":"就你这股韧劲,真值得一赞","plainContent":"就你这股韧劲,真值得一赞","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383677746217432","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":80,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3549622429300319"}]},{"cardType":"TWEET","cardId":"TWEET.383717169598504","cardData":[{"tweetId":"383717169598504","author":{"authorId":"3549622429300319","idStr":"3549622429300319","name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":8,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2817,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1238,"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"ror":105.16,"showRor":true,"investmentPhilosophy":"R1:关注最优秀的人 🧠判趋势\nR2:Choice 100X&宏观时机\nR3:Try to do nothing for long periods\nR4:Don’t time the market","winRationPercentage":65.056818,"dataLabelList":[],"tradeVolumeEst":0},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 12月21日股价424时候的基本面思考 很多人其实不太理解特斯拉基本面已经有了翻天覆地的改变,甚至认为特斯拉在国内造车业务收到国内新势力的追赶将会越来越被动,造成基本面下滑,还认为上涨只源于zz因素其实不然。 特斯拉的基本面改变原因包含几个趋势,其中大环境上ai发展的趋势从之前的硬件需求爆发已经进入了Ai软件爆发的阶段 1.无人驾驶技术的成熟。fsd的领先优势已经获得了质的突破。论证依据可以看看waymo的高管谈fsd和nvda的老黄谈fsd的视频。Fsd新发布的V13.2版本可以说是行业内遥遥领先。 2.无人驾驶技术的赢家通吃。无人驾驶技术成熟后其实是赢家通吃的市场,一旦有赢家出现,其他家再去追赶上的可能性几乎没有,因为消费者只会去信赖最安全用户人群最大的品牌。只在相对消费市场保持依靠权力管辖长期禁入是不现实的。而这个赢家通吃的背后其实可以做到造车低毛利去支撑软件高毛利的效益,而这个效益一旦出现会严重挤压其他车企的生存空间,没有成熟无人驾驶的车企几乎不可以生存下去。其实这个时代最大的趋势就是制造业背后的数据ai化,当逆行于这个趋势的时候,所有所有的努力将变得不值一提。 3.为什么机器人需要做人形机器人?机器人的脚和腿为什么一定要做成人形?一个只会拧螺丝的机器人又有什么样的市场前景? 目前人类社会所有设施都是服务人的,人形机器人才是符合机器人最大的场景运用。 设想一个外卖机器人如果不可以迈进四合院,或者上不了loft,上不了楼梯,因为轮子过不了门槛,是不现实的。 至于市场前景:设想即使今天只会拧螺丝的机器人,明天就有可能送外卖,而一切只需要ota升级技能。 4.储能,应该说是能够为了Ai算力和数据中心服务的新","plainDigest":"$特斯拉(TSLA)$ 12月21日股价424时候的基本面思考 很多人其实不太理解特斯拉基本面已经有了翻天覆地的改变,甚至认为特斯拉在国内造车业务收到国内新势力的追赶将会越来越被动,造成基本面下滑,还认为上涨只源于zz因素其实不然。 特斯拉的基本面改变原因包含几个趋势,其中大环境上ai发展的趋势从之前的硬件需求爆发已经进入了Ai软件爆发的阶段 1.无人驾驶技术的成熟。fsd的领先优势已经获得了质的突破。论证依据可以看看waymo的高管谈fsd和nvda的老黄谈fsd的视频。Fsd新发布的V13.2版本可以说是行业内遥遥领先。 2.无人驾驶技术的赢家通吃。无人驾驶技术成熟后其实是赢家通吃的市场,一旦有赢家出现,其他家再去追赶上的可能性几乎没有,因为消费者只会去信赖最安全用户人群最大的品牌。只在相对消费市场保持依靠权力管辖长期禁入是不现实的。而这个赢家通吃的背后其实可以做到造车低毛利去支撑软件高毛利的效益,而这个效益一旦出现会严重挤压其他车企的生存空间,没有成熟无人驾驶的车企几乎不可以生存下去。其实这个时代最大的趋势就是制造业背后的数据ai化,当逆行于这个趋势的时候,所有所有的努力将变得不值一提。 3.为什么机器人需要做人形机器人?机器人的脚和腿为什么一定要做成人形?一个只会拧螺丝的机器人又有什么样的市场前景? 目前人类社会所有设施都是服务人的,人形机器人才是符合机器人最大的场景运用。 设想一个外卖机器人如果不可以迈进四合院,或者上不了loft,上不了楼梯,因为轮子过不了门槛,是不现实的。 至于市场前景:设想即使今天只会拧螺丝的机器人,明天就有可能送外卖,而一切只需要ota升级技能。 4.储能,应该说是能够为了Ai算力和数据中心服务的新","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734711374982,"gmtModify":1734714493679,"symbols":["TSLA"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":16066,"likeCount":21,"liked":false,"collected":false,"commentCount":6,"hotComments":[{"id":"384317005320432","author":{"authorId":"3506509089469805","idStr":"3506509089469805","name":"大耳朵Ears","avatar":"https://static.tigerbbs.com/b2f85cc68cf636aa2ce111d8b2ebe575","userType":1,"introduction":"","crmLevel":7,"crmLevelSwitch":1,"fanSize":7,"starInvestorFlag":false},"content":"与我之前写过的不谋而合[强][强]","plainContent":"与我之前写过的不谋而合[强][强]","likeCount":0,"commentType":"valid","coins":0},{"id":"383784233058728","author":{"authorId":"4093596070918460","idStr":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","userType":1,"introduction":"","crmLevel":11,"crmLevelSwitch":1,"fanSize":556,"starInvestorFlag":false},"content":"[强] [强]","plainContent":"[强] [强]","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383717169598504","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":1550,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3549622429300319"}]},{"cardType":"TWEET","cardId":"TWEET.383656685507096","cardData":[{"tweetId":"383656685507096","author":{"authorId":"3495188029450948","idStr":"3495188029450948","name":"股海彦祖","avatar":"https://static.tigerbbs.com/8fcb2d91d6b43235bf0f94d3c6e486a3","userType":2,"introduction":"美股小韭菜,梦想是拥有投币式铠甲,只要有钱就能不死~","crmLevel":2,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":12212,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"seeking β day 190,黑天鹅 欢迎关注公众号:股海彦祖 今晚盘前诺和诺德大跌20%,加仓200股。 诺和诺德今天为22年来最大单日跌幅,对一家市值较大的成熟企业来说,这个跌幅属于重大黑天鹅级别了。事情是这样的,诺和诺德正在开发一款升级版减肥药,这个药有望在2026年代替司美格鲁肽来为诺和诺德打头阵。今天公布了新药3期临床试验,经过68周的实验,平均减重22.7%,不及预期的25%。这款升级版减肥药的临床结果,对比礼来现售的减肥药,效果几乎无差别。此外,前一天礼来刚刚宣布现款减肥药产能爬坡结束,产能充足,加上司美格鲁肽专利保护过期的压力,结果就是今天诺和诺德崩了个大的。 我是这么看待这件事的,诺和诺德确实在公司头牌药物的研发上不及预期,但对其基本面影响其实没那么巨大。今天盘前的巨跌,一部分迅速反映了坏消息,但也叠加了美联储转鹰、礼来利好的恐慌情绪的宣泄。对于一家长期健康经营、管理层可靠的公司来说,产品研发暂时的困境是可以改善的。医药公司也可以看作科技公司,其本质都是研发新产品,赚科技进步的钱。对于这样一家公司,突然遭遇重大黑天鹅,出现史上最大单日跌幅,现在当然不一定就是最低点,但长期来看当前就是黄金坑。 我不说模棱两可的话,也不会在一堆预测中专挑正确的,放马后炮自夸。用自己的钱投资是最最务实的,自己的判断直接为最终收益负责。每当遇到逆境,我常在心里反思,是不是遵从了第一性原理,做了长期正确的事呢?这次我认为,依然是做了对的事,就把答案留给时间验证吧。 明天是冬至,冬至吃饺子,提前祝大家冬至快乐,周末愉快,晚安。 <a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a><a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a>","plainDigest":"seeking β day 190,黑天鹅 欢迎关注公众号:股海彦祖 今晚盘前诺和诺德大跌20%,加仓200股。 诺和诺德今天为22年来最大单日跌幅,对一家市值较大的成熟企业来说,这个跌幅属于重大黑天鹅级别了。事情是这样的,诺和诺德正在开发一款升级版减肥药,这个药有望在2026年代替司美格鲁肽来为诺和诺德打头阵。今天公布了新药3期临床试验,经过68周的实验,平均减重22.7%,不及预期的25%。这款升级版减肥药的临床结果,对比礼来现售的减肥药,效果几乎无差别。此外,前一天礼来刚刚宣布现款减肥药产能爬坡结束,产能充足,加上司美格鲁肽专利保护过期的压力,结果就是今天诺和诺德崩了个大的。 我是这么看待这件事的,诺和诺德确实在公司头牌药物的研发上不及预期,但对其基本面影响其实没那么巨大。今天盘前的巨跌,一部分迅速反映了坏消息,但也叠加了美联储转鹰、礼来利好的恐慌情绪的宣泄。对于一家长期健康经营、管理层可靠的公司来说,产品研发暂时的困境是可以改善的。医药公司也可以看作科技公司,其本质都是研发新产品,赚科技进步的钱。对于这样一家公司,突然遭遇重大黑天鹅,出现史上最大单日跌幅,现在当然不一定就是最低点,但长期来看当前就是黄金坑。 我不说模棱两可的话,也不会在一堆预测中专挑正确的,放马后炮自夸。用自己的钱投资是最最务实的,自己的判断直接为最终收益负责。每当遇到逆境,我常在心里反思,是不是遵从了第一性原理,做了长期正确的事呢?这次我认为,依然是做了对的事,就把答案留给时间验证吧。 明天是冬至,冬至吃饺子,提前祝大家冬至快乐,周末愉快,晚安。 $诺和诺德(NVO)$ $礼来(LLY)$","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734707471384,"gmtModify":1734707551049,"symbols":["LLY","AAPL","NVO","AMD"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":2,"images":[{"url":"https://static.tigerbbs.com/931d603fd30f58991f01179d3caa4507","width":"1290","height":"2796"}],"repostCount":0,"viewCount":14907,"likeCount":18,"liked":false,"collected":false,"commentCount":7,"hotComments":[{"id":"383731413221576","author":{"authorId":"4173981820665630","idStr":"4173981820665630","name":"HDDK","avatar":"https://static.tigerbbs.com/1e07cf2a184c19fbf5584fe8b233b6d9","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"fanSize":4,"starInvestorFlag":false},"content":"减肥药双雄差距变得更大了","plainContent":"减肥药双雄差距变得更大了","likeCount":0,"commentType":"hot","coins":0},{"id":"383694927073744","author":{"authorId":"98832077315412","idStr":"98832077315412","name":"nordicwolf","avatar":"https://static.tigerbbs.com/fc771f7bab035f7c3d8056888a2374f8","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"fanSize":0,"starInvestorFlag":false},"content":"一直在等彦祖老兄今晚对nvo的理解,知行合一,学习了。","plainContent":"一直在等彦祖老兄今晚对nvo的理解,知行合一,学习了。","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383656685507096","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":1289,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3495188029450948"}]},{"cardType":"TWEET","cardId":"TWEET.383654097224248","cardData":[{"tweetId":"383654097224248","author":{"authorId":"3515116997320674","idStr":"3515116997320674","name":"i天下","avatar":"https://static.tigerbbs.com/2d8ea889cf69e7c5f2490754e80e0364","userType":1,"introduction":"","crmLevel":9,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":80,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/OPT/TSLA 20250620 300.0 CALL\">$TSLA 20250620 300.0 CALL$</a> 今天,我清仓了","plainDigest":"$TSLA 20250620 300.0 CALL$ 今天,我清仓了","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734706870740,"gmtModify":1734707251895,"symbols":["TSLA"],"themeIds":["4bb554a7646e412681ff58ecb4ceeb48","5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"4bb554a7646e412681ff58ecb4ceeb48","themeType":0,"name":"彻底闹掰!“特马对撕”之战,你站哪一边?"}],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/db8b269689b5586569313f5bd93a25b4","width":"972","height":"1631"}],"repostCount":0,"viewCount":12532,"likeCount":14,"liked":false,"collected":false,"commentCount":1,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383654097224248","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":36,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3515116997320674"}]},{"cardType":"TWEET","cardId":"TWEET.383728835678296","cardData":[{"tweetId":"383728835678296","author":{"authorId":"3527667590215376","idStr":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","userType":2,"introduction":"最简单的期权策略实践者","userGiftHeadFrame":"https://static.tigerbbs.com/2dbc245fdbd9b115beaa630c8980fb6f","hat":"https://static.tigerbbs.com/2dbc245fdbd9b115beaa630c8980fb6f","crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":37150,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"还没结束,继续磨","digest":"暴跌第三天周五,也是三巫日,vix开盘依旧维持高位。盘前特斯拉一度跌幅达到6%,让很多人非常期待能一步到位,好开始抄底。然而低于预期的pce数据把市场情绪拉了回来。虽然今天是三巫日,但从期权开仓来看空头并没有押注,周三那样的暴跌大概率不会有了,建议关注下周。 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> spy周四开仓了很多远期sell call,2026年到期行权价750以上,对我们交易指导意义不大。最需要注意的是看跌期权开仓,排名第一第二是一组大单,区间非常明确,预计下周spy会逐步靠近577,买入585put卖出577put:买 <a href=\"https://laohu8.com/OPT/SPY%2020241227%20585.0%20PUT\">$SPY 20241227 585.0 PUT$</a> ,开仓2.62万手卖 <a href=\"https://laohu8.com/OPT/SPY%2020241227%20577.0%20PUT\">$SPY 20241227 577.0 PUT$</a> ,开仓2.54万手比较符合波动预期,不排除下周进一步修改。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 英伟达盘前看起来跌的很凶猛,不过今天问题不大。机构计划下周搞事情,最差看到110。虽然圣诞节当周暴跌多少有点不是人了,但从开仓来看人家就想这么安排。可能有人很好奇我为什么不把80跟75put标黄。暴跌到80肯定是不可能的,所以行权价参考意义不大,这俩交易目标是赌大波动,赌下周会有一次隐含波动率大涨的暴跌。目前持仓:持股+sell call","plainDigest":"暴跌第三天周五,也是三巫日,vix开盘依旧维持高位。盘前特斯拉一度跌幅达到6%,让很多人非常期待能一步到位,好开始抄底。然而低于预期的pce数据把市场情绪拉了回来。虽然今天是三巫日,但从期权开仓来看空头并没有押注,周三那样的暴跌大概率不会有了,建议关注下周。 $标普500ETF(SPY)$ spy周四开仓了很多远期sell call,2026年到期行权价750以上,对我们交易指导意义不大。最需要注意的是看跌期权开仓,排名第一第二是一组大单,区间非常明确,预计下周spy会逐步靠近577,买入585put卖出577put:买 $SPY 20241227 585.0 PUT$ ,开仓2.62万手卖 $SPY 20241227 577.0 PUT$ ,开仓2.54万手比较符合波动预期,不排除下周进一步修改。 $英伟达(NVDA)$ 英伟达盘前看起来跌的很凶猛,不过今天问题不大。机构计划下周搞事情,最差看到110。虽然圣诞节当周暴跌多少有点不是人了,但从开仓来看人家就想这么安排。可能有人很好奇我为什么不把80跟75put标黄。暴跌到80肯定是不可能的,所以行权价参考意义不大,这俩交易目标是赌大波动,赌下周会有一次隐含波动率大涨的暴跌。目前持仓:持股+sell call","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734706825510,"gmtModify":1734707011176,"symbols":["NVDA","TSLA","SPY"],"themeIds":["bc6e8e4b405b43429905237d8c15ff4c","8a564c5658c24268b1d3b173c5ddfacd"],"themes":[{"themeId":"bc6e8e4b405b43429905237d8c15ff4c","themeType":0,"name":"期权Q&A:期权知识,你问我答"}],"popularizeThemeFlag":false,"imageCount":4,"images":[{"url":"https://static.tigerbbs.com/d4cb792093ac447497b07f21674fd244","width":"2018","height":"1436"},{"url":"https://static.tigerbbs.com/dc37a4eea928115876e116ceded9713b","width":"1044","height":"896"},{"url":"https://static.tigerbbs.com/e535b09f719e9284d6a49cee2264f169","width":"1040","height":"542"}],"repostCount":7,"viewCount":23221,"likeCount":28,"liked":false,"collected":false,"commentCount":8,"hotComments":[{"id":"384739076559392","author":{"authorId":"4180570450198092","idStr":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","userType":1,"introduction":"","crmLevel":7,"crmLevelSwitch":0,"fanSize":3,"starInvestorFlag":false},"content":"“所以我买了明年1月到期400的put $TSLA 20250117 400.0 PUT$ 卖250put对冲一下磨损 $TSLA 20250117 250.0 PUT$ 。”,班长刚才跟了你一手。过了个周末,你还坚持这个判断吗?","plainContent":"“所以我买了明年1月到期400的put $TSLA 20250117 400.0 PUT$ 卖250put对冲一下磨损 $TSLA 20250117 250.0 PUT$ 。”,班长刚才跟了你一手。过了个周末,你还坚持这个判断吗?","likeCount":0,"commentType":"valid","coins":0},{"id":"383723036094648","author":{"authorId":"4157513718443912","idStr":"4157513718443912","name":"小么司Vicky","avatar":"https://static.laohu8.com/default-avatar.jpg","userType":1,"introduction":"","crmLevel":9,"crmLevelSwitch":0,"fanSize":0,"starInvestorFlag":false},"content":"今天134,下周110的话,得跌18%,这太过分了吧","plainContent":"今天134,下周110的话,得跌18%,这太过分了吧","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383728835678296","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1201,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3527667590215376"}]},{"cardType":"TWEET","cardId":"TWEET.383692911218728","cardData":[{"tweetId":"383692911218728","author":{"authorId":"3458702498154031","idStr":"3458702498154031","name":"看空的多头","avatar":"https://static.tigerbbs.com/a01537930bae5043674d0578989ba604","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":8,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"从小米集团上市,当时自己定了个目标,持股十年不卖出,一路走来,如今持有六年了,旅程过半,当中坐过过山车,有过不甘心,还好忍住了,希望后面自己不忘初心,坚定持股的信念","plainDigest":"从小米集团上市,当时自己定了个目标,持股十年不卖出,一路走来,如今持有六年了,旅程过半,当中坐过过山车,有过不甘心,还好忍住了,希望后面自己不忘初心,坚定持股的信念","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1734705452527,"gmtModify":1734705468672,"symbols":[],"themeIds":[],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/1ff6da22e0e33e12053092b43702aa1e","width":"898","height":"1530"}],"repostCount":0,"viewCount":10555,"likeCount":2,"liked":false,"collected":false,"commentCount":2,"hotComments":[{"id":"383700798181488","author":{"authorId":"3479274736231003","idStr":"3479274736231003","name":"一池咸鱼","avatar":"https://static.tigerbbs.com/abf1cf89bc24c5ddf080de8c01c25fb0","userType":8,"introduction":"-","crmLevel":1,"crmLevelSwitch":0,"fanSize":32,"starInvestorFlag":false},"content":"[强] 坚持十年目标,真有勇气,佩服佩服","plainContent":"[强] 坚持十年目标,真有勇气,佩服佩服","likeCount":0,"commentType":"valid","coins":0},{"id":"383655616221736","author":{"authorId":"9000000000000225","idStr":"9000000000000225","name":"投资自由","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":25,"starInvestorFlag":false},"content":"坚守初心,牛市一定会来","plainContent":"坚守初心,牛市一定会来","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/383692911218728","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":154,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"3458702498154031"}]}],"nextStartFromId":"383692911218728","nextStartFromTime":1734705468591,"size":19,"extra":{"algoRequestId":"999999"}},"footer":true}