小巴的option周记（20250224-20250228)2.26日英伟达财报登场！

不可过于冲动

本周最重要的就是英伟达2月26日周三盘后的财报了，有消息称英伟达最新Blackwell构架GPU芯片需求强劲，已包下台积电今年超过70%的CoWoS-L先进封装产能，出货量以每季环比增长20%以上逐季冲高，这可能是财报前的烟雾弹，但大家都看好AI产业，这也是人类历史的新阶段。万众瞩目的英伟达现在是交易额最高的股票，从市盈率看只有53，相对于特斯拉的市盈率165那简直是太便宜了，期待英伟达再创佳绩。上周六巴菲特老爷子在股东信中主要的观点是“谨慎乐观”，但他创记录的持有3342亿美金的现金储备，说明股市现在不能盲目追涨。

下周计划（20250224-20250228）：本身持有200股TLT股票，股价到91，做2手20200226 92.0的covered call

腾讯股价到188，做236手280的一年期的long call，设置买入价格是0.88，卖出价格是80[龇牙]

英伟达股价到88，做3手118的一年期long call，设置买入价格是8.88，卖出价格是29.6[龇牙]

Dream Car

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Inmoretion
02-25
Inmoretion
期待一手英伟达的财报了，希望英伟达能给一份强心剂
迷鹿小仙女
02-25
迷鹿小仙女
关键是腾讯股价能到188，英伟达股价能到88吗
yinwj
02-25
yinwj
这么不看好啊
华庭月舞
02-25
华庭月舞
牛

发表看法

4

2

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