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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
2.02万
空军大队长
·
2025-09-19
FIG总算涨了一点
昨天美股在美联储降息25点的情况上大涨了,特别是纳斯达克大涨了,连续半年月天天新高,道琼斯也创了新高,但是明显不如纳斯达克,说明降息对小盘股利好更明显,从2009年开始,道琼斯一直不如纳斯达克,因为道琼斯代表的是传统产业,成长空间有限,纳斯达克代表的是新兴产业,增长空间巨大,也说明我的成长股理论是成立的,降息这波利好炒作基本上也差不多了,当然我不是说大盘就要跌了,而是短期的利好已经兑现了,后面再连续大涨可能性不大了,当然不看好大盘就买短线股FIG,看好大盘就买长线股,哪种情况我都有对策。 我今天说一下FIG总算开始涨了,我抄底的标准有三个,收入增长速度30%以上,第一波下跌,以前下跌30%抄底,现在改成下跌60%抄底,就算是跌30%抄底的,今年成功的例子有二十多个,失败的cnc oscr都起来了,sezl第一波下跌抄底是反弹到了150以上的,我当时也是说150出来,结果到了150很多人问我要不要出来,我说可以到180出来,结果这部分没有跑的人后来跌到80多就亏钱了,但是第二波我没有叫大家做,原因也是我只做第一波下跌,说明我这个大跌抄底的理论大体上没有问题,要想短线百分百成功是不可能的,但是只要不割肉,基本上都能涨起来,至少可以保本出来。 WGS当时从117.75跌到55,跌了53%,现在也涨起来了,LCID从33.7跌到15.25,也是跌了53%,现在也涨起来了,也就是说我抄底的大方向没有错,错在抄底太早了,如果WGS跟LCID跌到50%的时候抄底,那现在都赚钱了,那要是跌到60%抄底,那就更容易赚钱了,反而亏钱的概率越低了,所以跌得越多抄底就是一个低风险高收益的方法,缺点就是数量太少了,今年跌60%的股票就没有几个,反而是跌50%的股票常常碰到,像GOGO再跌几天就跌50%了,当然跌50%抄底的话,后面至少可以保本出来,赚多赚少就看个人运气,我一直说了,买点并不难,难的是
FIG总算涨了一点
精彩
马路边的硬币:
大跌抄底挺靠谱,但风险也要留意
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16
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1.40万
美股投资网
·
2025-09-19
据说, 它是美股下一个AppLovin,20X倍的空间!
在消化了美联储周三的复杂信号后,市场在周四重新恢复上涨势头。投资者普遍将美联储的行动解读为“降息周期已经启动”,这一预期为风险资产提供了坚实支撑。此外,芯片板块传来重磅消息:英伟达宣布向英特尔投资50亿美元。受此消息刺激,英特尔股价飙升30%,并带动整个芯片行业走强。在双重利好推动下,三大美股指数和罗素2000小盘股指数近四年来首次在同一天集体创下收盘新高,标志着市场信心显著回升。截至收盘,标普500涨幅0.48%;道指涨幅0.27%,它凭什么成为下一个“AppLovin”?今天 数字广告平台公司Cardlytics (CDLX) 股价暴涨超过100%。这次大涨的直接原因是,美国运通周四宣布对其旗舰白金信用卡进行重大更新,以应对高端消费市场日益激烈的行业竞争。从32%涨到102%,也有70%的上涨利润空间!美国运通表示,更新后的个人版和商业版白金卡年费将从695美元提升至895美元,涨幅约为29%。不过,持卡人每年可获得的福利总额也相应增加,达到3,500美元,是之前福利额度的两倍多。这些福利主要以消费抵扣的形式发放,覆盖了Uber、Lululemon、Oura、酒店和流媒体服务等多个领域。此外,商业白金卡用户还将获得新的酒店和戴尔、Adobe采购抵扣。美国运通美国消费者服务总裁霍华德·格罗斯菲尔德(Howard Grosfield)强调,这些新增福利都是在原有权益基础上叠加的,没有任何削减。为什么这条新闻对 CDLX 至关重要?这条新闻对 Cardlytics (CDLX) 非常重要,也正是知名做空机构Citron 称它为“下一只将大涨的堕落天使”的原因。类似 APPlovin。1、更重视一方数据美国运通对旗舰产品的这次大规模投资,核心在于希望增强与持卡人之间的互动,而不仅仅是消费。这包括鼓励用户登录App、领取福利、使用各种数字服务。用户互动越多,银
据说, 它是美股下一个AppLovin,20X倍的空间!
精彩
奔跑吧美股:
这次合作确实值得期待,市场情绪会带动新机会
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2
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编组 21备份 2
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8,314
LaoLau
·
2025-09-18
$INTC 20250919 25.0 CALL$
今天有点小收获
$INTC 20250919 25.0 CALL$ 今天有点小收获
# 晒晒更赚钱
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2
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1.07万
日富一日 年富一年
·
2025-09-18
$NVDA 20250919 168.0 CALL$
$英伟达(NVDA)$
最近tesla表现比较好,感觉接下来轮到英伟达了
$NVDA 20250919 168.0 CALL$ $英伟达(NVDA)$ 最近tesla表现比较好,感觉接下来轮到英伟达了
# 晒晒更赚钱
精彩
贝尼特斯23:
这么看,英伟达有反弹潜力吧
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3
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2
编组 21备份 2
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9,734
浅浅。。
·
2025-09-18
$INTC 20260618 30.0 CALL$
惊吓来的突如其然[惊讶]
$INTC 20260618 30.0 CALL$ 惊吓来的突如其然[惊讶]
# 晒晒更赚钱
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1
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5
编组 21备份 2
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1.06万
王山爾
·
2025-09-18
$NIO 20251003 6.0 CALL$
$蔚来(NIO)$
跌不下去的,才到半山腰
$NIO 20251003 6.0 CALL$ $蔚来(NIO)$ 跌不下去的,才到半山腰
# 晒晒更赚钱
精彩
暮烟风雨:
3月份开始建仓,买了2W股,一辆ES8到手。 相信蔚来,买入蔚来,拥有蔚来
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4
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1
编组 21备份 2
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7,023
下厨的白萝卜
·
2025-09-18
$NVO 20260116 52.5 CALL$
期待下次更好的合作🤝
$NVO 20260116 52.5 CALL$ 期待下次更好的合作🤝
# 晒晒更赚钱
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2
编组 21备份 2
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1.21万
飞鸿踏雪XG
·
2025-09-19
$NVDA 20251031 195.0 CALL$
卖张call,二百多的权利金以及195的行权价格都挺合适的
$NVDA 20251031 195.0 CALL$ 卖张call,二百多的权利金以及195的行权价格都挺合适的
# 晒晒更赚钱
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孙立冉:
这个价格确实不错,风险控制得当吗?
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4
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1
编组 21备份 2
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9,778
十五的月亮十六圆
·
2025-09-19
$NDXP 20250918 24500.0 CALL$
今天算是最猛的一天了,距离我的梦想一百 w 又近了一步
$NDXP 20250918 24500.0 CALL$ 今天算是最猛的一天了,距离我的梦想一百 w 又近了一步
# 晒晒更赚钱
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2
编组 21备份 2
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1.46万
Richvip
·
2025-09-19
$英特尔 VERTICAL 250919 CALL 36.0/CALL 34.0$
一觉醒来,居然实现目标89%了,看来 昨晚英特尔的做空策略完美!
$英特尔 VERTICAL 250919 CALL 36.0/CALL 34.0$一觉醒来,居然实现目标89%了,看来 昨晚英特尔的做空策略完美!
# 晒晒更赚钱
精彩
秘密你:
我在等着老马这个真正的英特尔救赎者 老马带给英特尔将会是短期内300%长期1000%以上的回报
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7
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4
编组 21备份 2
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1.16万
窝轮女神Fifi
·
2025-09-19
$百度摩通七八熊A.P(53670)$
做空吃大肉,港股个股方面依然大有所为[社会社会]
$百度摩通七八熊A.P(53670)$ 做空吃大肉,港股个股方面依然大有所为[社会社会]
# 晒晒更赚钱
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1
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1
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1.32万
Richvip
·
2025-09-19
$两倍做多波动率指数期货ETF(UVIX)$
恐慌指数磨损太大,毕竟每年大涨机会就那么几次;还是用期权策略来对冲更合适!
$两倍做多波动率指数期货ETF(UVIX)$ 恐慌指数磨损太大,毕竟每年大涨机会就那么几次;还是用期权策略来对冲更合适!
# 晒晒更赚钱
精彩
会唱歌的小包子:
期权确实更灵活,风险可控
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1
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1
编组 21备份 2
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4.73万
芝士虎
·
2025-09-19
【中国资产精选】12 跨境不踩雷:全球视角下的中国资产万能组合公式
2025年下半年,中国资产的热度正在快速升温。南向资金多日净流入创下新高,恒生国企与恒生科技ETF成交额屡屡突破历史记录,港股市场一改此前的低迷,重新回到全球资金的“必配清单”。与此同时,人民币在一波贬值预期后逐步企稳,跨境资金配置的信心也在恢复。从估值角度看,A股和港股的PE、PB普遍处在历史低位:沪深300的市盈率大约12倍,港股恒生指数PB甚至不足1倍,而对比之下,美股标普500的PE高达29倍,PB超过3倍。差距之大,让中国资产俨然成了“全球最便宜的核心市场”。指数PE(TTM)PB(LF)沪深30012.26倍约1.1倍恒生指数11.32倍0.94倍标普50029.56倍3.01倍正因为如此,不论是国际对冲基金,还是本土的高净值投资者,都在重新审视中国资产的战略价值。对于普通投资者来说,现在更需要一套清晰的“组合公式”来参与跨境配置,既能享受中国资产的估值洼地红利,又能避免盲目追涨杀跌带来的风险。换句话说,这是一个不容错过的窗口期:资金在动,估值在低,政策在托底,市场的“拼图”已经摆好,就等你把组合拼上去。一、跨境配置的意义:分散风险 + 提升收益既然我们已经看到中国资产正处在“估值洼地”,那问题来了:是不是只买A股或者只买港股就够了呢?答案是否定的。单一市场的投资就像单腿走路,看似能走,但容易跌倒。比如,只买A股:你会发现,一旦国内经济数据不佳,或政策收紧,A股整体都会受到冲击;只买美股:表面看是全球龙头,但也逃不开美元加息和科技股高估值的压力;只买港股:虽然便宜,但流动性和市场情绪波动大,容易“涨得猛、跌得快”。这就是为什么要跨境配置。好处主要有两个:1、分散化:不同市场在不同周期有不同表现。比如2022年美股科技股暴跌时,港股里的资源股和国企股反而在政策托底下表现稳健;再比如2023年A股调整时,美股的标普500和港股的恒生科技却出现反弹。三者组合在一起,就
【中国资产精选】12 跨境不踩雷:全球视角下的中国资产万能组合公式
# 中芯国际财报发布!科技线会重拾升势吗?
精彩
孙立冉:
跨境配置确实是个好主意,风险分散了不少
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3.71万
Buy_Sell
·
2025-09-19
💹【9月19日】芯片股全线爆发,英特尔涨超22%,你赚钱了嘛?
美股收盘:三大指数集体收涨并创收盘新高,英特尔大涨22%,英伟达涨超3%9月18日(周四),美股三大指数集体收涨并创收盘新高,道琼斯指数收盘上涨123.92点,涨幅0.27%,报46142.24点;标普500指数收盘上涨31.60点,涨幅0.48%,报6631.95点;纳斯达克综合指数收盘上涨209.40点,涨幅0.94%,报22470.73点。【热门股表现】芯片股全线爆发,英特尔涨超22%,应用材料、阿斯麦涨超6%,美光科技涨超5%,英伟达涨超3%。网络安全公司NetSkope美国IPO首日收涨18%。礼来涨0.37%,伯克希尔哈撒韦B类股则收跌0.37%,AMD跌0.78%。【中概股】热门中概股多数下跌,纳斯达克中国金龙指数收跌1.79%。极氪跌5.10%,晶科能源、大全新能源、阿特斯太阳能跌4.93%-4.46%,腾讯音乐和网易跌超4%,新东方、B站至少跌3.35%,金山云、理想汽车至少跌2.32%,阿里巴巴跌2.22%,百胜中国、汽车之家、百度至多跌1.92%,小鹏、蔚来跌1.44%-1.07%。京东则涨0.40%,携程涨1.77%。聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。
点击了解更多资讯
盘面动态9月19日(周五)三大指数高开,香港恒生指数开盘上涨38.18点,涨幅0.14%,报26583.03点;香港恒生科技指数开盘上涨27.69点,涨幅0.44%,报6298.91点;国企指数开盘上涨15.79点,涨幅0.17%,报9472.31点。科网股多数上涨,携程、京东涨超2%,小米、腾讯、贝壳、京东健康涨超1%。【贵金属】现货黄金跌0.41%,报3644.83美元/盎司。COMEX黄金期货跌1.08%,报3
💹【9月19日】芯片股全线爆发,英特尔涨超22%,你赚钱了嘛?
# 今天什么值得买?晒晒你的交易计划!
精彩
khikho:
芯片股全线爆发,英特尔涨超22% [财迷][财迷][财迷]
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1.65万
海中霸王
·
2025-09-19
$英特尔(INTC)$
太可惜了,前几天割了一半的call,剩下的赚了近7000,还是拿不住。也算是意外之财了!
$英特尔(INTC)$ 太可惜了,前几天割了一半的call,剩下的赚了近7000,还是拿不住。也算是意外之财了!
精彩
俯瞰繁华:
7000不错了,果断走人别留恋
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6
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11
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1.79万
卖方笔记
·
2025-09-19
9月涨幅41%,百度还能追涨吗?
*财报季对冲策略参考,
可点击个股权利金专区,卖出精选高收益期权,赚取权利金收入!
百度9月份利好总结:百度Apollo在全无人驾驶商业运营车辆数方面已跻身全球前二,Q2商业运营订单量同比增长高达148%;百度的AI云业务拥有从芯片到应用的全栈能力,增长势头强劲,订阅式AI收入在Q2同比增长50%;百度与招商局集团签订的AI云服务合同,外界估测为多年期大合同;百度旗下昆仑芯3.0已实现量产和规模化应用,并在文心大模型训练中部分取代英伟达芯片;有传闻称国内科技企业终止对英伟达部分型号芯片采购,拥有昆仑芯的百度成为关注焦点。如何评价近期行情:自研昆仑芯3.0的成功量产与招商局集团签订的重大AI云服务合同是两大重要利好;与招商局的合作2026-27年的云业务增长带来了显著的上行空间;昆仑芯片量产和规模化应用,并且在替代英伟达取得进展是核心竞争力体现;当前17.5PE显著高于10.9历史均值,有技术回调风险;虽然有诸多利好加持,但对Q3营收帮助存疑;目标价143美元,核心搜索业务5倍市盈率计算,AI云和自动驾驶业务4倍市销率计算;期权分析:百度股价10月预期波动区间为112-159美元;核心支撑位在120美元,阻力位在130-140美元。市场情绪偏乐观,看涨/看跌比率2.03,但隐含波动率59.36%处于年内高位;反映市场对AI业务或政策等不确定性担忧,需警惕意外事件引发剧烈波动。交易策略:市场重新对百度进行估值,回调空间有限,可以选择卖出价外看跌期权;如果持有百度正股,可以选择卖出价外看涨期权获得此阶段收益。行权价到期日选择参考:备兑卖出看涨期权策略:
9月涨幅41%,百度还能追涨吗?
# 期权Q&A:期权知识,你问我答
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暮烟风雨:
我估计百度未来几年的小日子也会不错!虽然有这样那样的问题存在,但李彦宏确实看准商业大趋势了,百度未来几年吃块小肉还是没啥问题的
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不见233
·
2025-09-18
戏在场外:降息之外
FED-FOMC如约降息25bp,实际上大家看美股、美元、美债的表现——都是打出一个胜利的V=>一个“消息利好兑现”的表现,可证预期脱敏。 图片 图:24H内降息美国FICC表现 美股、美债走平,美元走一个V的后撤步行情。 尽管看似预期兑现,但从通过FED-FOMC的品鉴后,市场深层博弈的是降息背后的“三条暗线”—— 1.FED的“最后的晚餐”,对于鲍威尔任期还剩不到半年,Trump政府场内换人,塞入”犹太“(白宫经济顾问委员会主席米兰入席)··· 2.环非美市场的表现,FED降息后,其他经济体的利差喘了一口气? 3.经济基本面之外的“大周期闲谈”(宏观学界开始关注的可能“黑天鹅”们),以及未来的“预防性”or“衰退性”降息路径,或者根本不存在降息路径? 上述就是本期的核心内容—— 一、关于FED-FOMC的”最后的晚餐“ 这是今年USDX下破100&黄金突破3500的宏观主线之一,Trump政府(超预期地)开始干预FED的独立性,甚至直接下场塞人,公开寻求“牧羊犬”协作Trump政府”管理“FED。 PS此前FED接受的Trump政府“挑衅”(预期之内),包括不限于查账、点名、指手画脚、教人做事··· 而这场FED-FOMC的点阵图&短中期剧本路径来看,耶稣还没下场之余,FED还是将降息节奏掌控在自己手中,只能讲这是一场”反击“。 19位官员里7人主张“按兵不动”,2人支持仅再降一次,9人支持降两次,1人要求激进降息。 图片 图:FED-FOMC9月的点阵图 为了平抑市场过于激进降息预期(从美债中长期略超FED-FOMC点阵图预期的,提前约125bp),鲍威尔有三个论述基点: 1.关税成本还没有反应在当期物价之中,但未来必然会反馈(尽管可能是一次性的)。眼下关税成本在美股中报已经初现端倪了,进口企业成本上+EPS下的组合,撑起美股估值的是AI···
戏在场外:降息之外
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港乜嘢吖:
哇 这个宏观分析很深入了 感谢分享呀
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期权小班长
·
2025-09-18
英伟达总能带来利好,但空头依旧看跌
FOMC如预期般降息25基点,虽然鲍威尔对于通胀上行和就业下行的表述让市场恐慌了一会儿,但问题一时半会儿也解决不了,重点还是需要关注后面三个月的经济数据。接下来宏观重点来到了10月份中美元首是否能会晤上了,我估计大部分的10月空单都在对冲这个风险。额外的影响因素是AI产业发展远超预期,要是有意识就会发现近期一系列政策转变背后的深层原因都是这个。我们现在站在一个非常牛逼的历史节点,可能发生任何事。但不管怎么说,目前AI产业是供不应求状态,所以AI板块发生任何回调都是不错的做多机会。
$英特尔(INTC)$
英伟达跟进美国政府的投资,跟着买了50亿美元的股票,同时宣布合作定制x86处理器,让英特尔前景有了质的飞跃。但这个飞跃能定价多少实在不好说,需要看下次业绩会CEO能给出什么说法。期权开仓方面,消息公布前一天期权交易政策,9月26日到期26call
$INTC 20250926 26.0 CALL$
新增开仓1.17万手,有大量买入 。此外还有
$INTC 20260320 27.0 CALL$
,
$INTC 20251121 28.0 CALL$
,
$INTC 20251219 31.0 C
英伟达总能带来利好,但空头依旧看跌
# 期权Q&A:期权知识,你问我答
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伊祁放勋:
甲骨文财报我卖了280call,一手损失5000多。
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1.73万
股海彦祖
·
2025-09-18
$美国超微公司(AMD)$
复利的力量 无操作。今晚英伟达宣布50亿美元买入老逼登英特尔的普通股,英英为奸。咱就是说,为了保住落后产能英特尔,老特政府真是不当人啊,让英伟达当接盘侠,还把我的苏妈AMD干崩了,艹!不过理智说,今天英特尔暴涨、AMD暴跌,有些情绪化了。坚决无操作,坚决不fomo! 今年到目前,西落收益率21%,盈利10w刀,折合70多万RMB,睡后收入超过搬砖收入了。23年美股反弹,我那年收益率过100%,但盈利是14w刀,现在收益率20%就有10w刀。原因就是我完全不提取盈利,持续增加本金,滚雪球。 依赖投资,资产积累虽不可能一帆风顺,但长期看是指数增加的。等到我50岁以上,完全有可能一年的收益抵过我年轻时十年收入。但饭不是一口吃饱的,我吃了十个饼吃饱,你说我只吃第十个饼不就完了么,当然不行。就跟投资一样,没有前期的积累,也不会有后面的指数增长。 相较而言,依赖搬砖,资产积累是单纯的加法,虽说你的收入也在逐渐增长,但大家都知道,连续相加的增长速度远远比不上连续相乘。这就是复利的力量。 新的iPhone17视频解禁了,看完了影视飓风和极客湾的评测,这一代绝对是有诚意的,我认为具备成为爆款钉子户的基础,Apple股票继续拿稳坐好。我选的深蓝色成了冷门色,希望PDD百亿补贴早点发货。 今天在闲鱼卖掉了陪我7年的tumi书包,看图三,应该能看出明显的使用痕迹了吧。包是好包,但缺点是太多撞包,而且自重大。于是换了个蔚来商城的双肩包,分区够用、空间适中、足够舒适、自重轻1/3,最关键的几乎不会撞包。 今天闲鱼卖掉了tumi的老书包,和tumi的斜挎公文包(卖了5年没背超过3次),又扔了一些卖不掉的杂物,进一步断舍离。 就这些吧,睡觉🥟
$美国超微公司(AMD)$ 复利的力量 无操作。今晚英伟达宣布50亿美元买入老逼登英特尔的普通股,英英为奸。咱就是说,为了保住落后产能英特尔,老特政府真是...
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可乐按钮:
152买入100万AMD,等的就是这种机会
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6
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28
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2.24万
我是何某
·
2025-09-18
$英特尔(INTC)$
看了有几个大哥的开单,感觉资本市场真蛮吓人的,有些大哥开的CALL期权的非持卖出,不敢想象那些大哥们现在坐在屏幕前呆愣的看着盘面现在在想什么,现在还没开盘,越是这样越折磨人,和死亡倒计时一样,非持卖出亏损无上限,越是这种时候大家越对市场抱有一点敬畏之心吧,祝大家都能发财[美金]
$英特尔(INTC)$ 看了有几个大哥的开单,感觉资本市场真蛮吓人的,有些大哥开的CALL期权的非持卖出,不敢想象那些大哥们现在坐在屏幕前呆愣的看着盘面现...
精彩
mai0123:
越是自由的市场越要心存敬畏
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3
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20
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热议股票
7x24
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