nicegame
03-19
段永平想做1%的仓位拿一点做nvda股东,但是又有点犹豫,觉得116还是贵了。干脆卖远期call,降低15%持仓成本,还是有点信心不足
@狮子做趋势交易:
达哥 之战
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之战","html":"<html><head></head><body><p>段永平说92.5买入达哥,一年后交货。(其实看上去现在就收货了,只是回扣要到一年以后给。)</p>\n<p>不到一年前,美股大师Stanley Druckenmiller在80-95之间(算88好了)将达哥出清,之后达哥股价到达130多时,他一直说是他的错误。</p>\n<p>几乎同时,另一位花街大佬David Tepper也出清全部达哥仓位,同时高喊买尽CN资产。</p>\n<p>都是大佬,谁更厉害一些。</p>\n<p>我前几天说,要是苹果跌不回老巴的卖出价190-200,股神名字得倒过来写。</p>\n<p>关于达哥,我站在两位花街大佬一方,要是跌不进他们的卖出价,他们名字也得反着写。</p>\n<p>我猜一下,搞不好达哥先得去往74,也就是缺口上沿,也就是比Druckenmiller 的卖出均价要低个15%。当然一年后啥样,不知道。</p>\n<p>反正段永平如愿以偿收入了达哥,就算未来会亏,作为价值投资者,肯定也是件开心的事。</p>\n<p>当然也许最后,大佬们都赢,也未尝不可能。</p>\n<p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a></p></body></html>","htmlText":"<html><head></head><body><p>段永平说92.5买入达哥,一年后交货。(其实看上去现在就收货了,只是回扣要到一年以后给。)</p>\n<p>不到一年前,美股大师Stanley Druckenmiller在80-95之间(算88好了)将达哥出清,之后达哥股价到达130多时,他一直说是他的错误。</p>\n<p>几乎同时,另一位花街大佬David Tepper也出清全部达哥仓位,同时高喊买尽CN资产。</p>\n<p>都是大佬,谁更厉害一些。</p>\n<p>我前几天说,要是苹果跌不回老巴的卖出价190-200,股神名字得倒过来写。</p>\n<p>关于达哥,我站在两位花街大佬一方,要是跌不进他们的卖出价,他们名字也得反着写。</p>\n<p>我猜一下,搞不好达哥先得去往74,也就是缺口上沿,也就是比Druckenmiller 的卖出均价要低个15%。当然一年后啥样,不知道。</p>\n<p>反正段永平如愿以偿收入了达哥,就算未来会亏,作为价值投资者,肯定也是件开心的事。</p>\n<p>当然也许最后,大佬们都赢,也未尝不可能。</p>\n<p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a></p></body></html>","text":"段永平说92.5买入达哥,一年后交货。(其实看上去现在就收货了,只是回扣要到一年以后给。) 不到一年前,美股大师Stanley Druckenmiller在80-95之间(算88好了)将达哥出清,之后达哥股价到达130多时,他一直说是他的错误。 几乎同时,另一位花街大佬David Tepper也出清全部达哥仓位,同时高喊买尽CN资产。 都是大佬,谁更厉害一些。 我前几天说,要是苹果跌不回老巴的卖出价190-200,股神名字得倒过来写。 关于达哥,我站在两位花街大佬一方,要是跌不进他们的卖出价,他们名字也得反着写。 我猜一下,搞不好达哥先得去往74,也就是缺口上沿,也就是比Druckenmiller 的卖出均价要低个15%。当然一年后啥样,不知道。 反正段永平如愿以偿收入了达哥,就算未来会亏,作为价值投资者,肯定也是件开心的事。 当然也许最后,大佬们都赢,也未尝不可能。 $英伟达(NVDA)$ $iShares费城交易所半导体ETF(SOXX)$ 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