AaronHy
04-12
$阿里巴巴(BABA)$
$英伟达(NVDA)$
$苹果(AAPL)$
$特斯拉(TSLA)$
$三倍做多富时中国ETF-Direxion(YINN)$
平了多仓 开空仓 英伟达空的开的会多一点 可以去打一打霸王茶姬的ipo
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Nunki
04-12
Nunki
哥，我想请教一下，这波关税豁免英伟达苹果的put得第一时间平了吧，另外为什么这么看空阿里呢，我看加仓几次阿里的put了，而且还是4月底到期的put
时光丶印画
:
这个帖子的含金量还在上升！今天开盘直接一波亏损，都懵了一会。不过之后还是有了一些操作，及时补救。把近期深度虚值的put做移仓处理，加了阿里5月2日105的put。目前移仓及新开的put均已到20%左右收益。不过过程中也有不足，开盘前我就感觉苹果肯定会高开低走，没有顺势开盘抢put。pdd及阿里开盘走势很强，可以适当开个call对冲一下。不过这都是现在来看的上帝视角…总体还需要再修炼[捂脸]。最后依然是感谢哥们的分享与思路！
Yinn。
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风雪伊人去
:
不怕缅a不跌
风雪伊人去
回复
Yinn。
:
就怕咱们接着降准降息，那样肯定跌不下来了
Yinn。
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风雪伊人去
:
等韭菜们差不多忘了这件事，汪汪队就得撤退了。
AaronHy
:
人只豁免美国部分啊 而且英伟达已经股价回到了关税前了啊
全部6条回复
兔司机不开车
04-12
兔司机不开车
我是这么想的，以英伟达为例，第一，白天冲了3次盘，都没有冲过超跌反弹最高的115，一鼓作气，再而衰，三而竭；第二，尾盘又向上了，目前短期内在高位。第三，国家层面上，之前A大有亮过芯片卡脖勒索的牌，东大搞起芯片原料采购管控，放出大模型模型差距缩小新闻，所以芯片的预期暂时被管理了
AaronHy
:
而且英伟达股价也修复到关税前了
兔司机不开车
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AaronHy
:
谢谢大佬，所以相当于是内部人之间亮刀🔪
AaronHy
:
算力卡谷歌最新的ironwood 要分蛋糕了
hh2O
04-12
hh2O
大佬 可不可以分享4月4日你力挽狂澜操作的心路历程和逻辑呀～
hh2O
回复
AaronHy
:
好滴！谢谢，期待🙏
AaronHy
:
等晚一点点写个文章吧
新雁过妆楼
04-16
新雁过妆楼
我最近开始感兴趣的，很幸运遇到您，以后紧跟您的步伐，紧跟老大，以后如果有小圈圈，老大记得拉我到你的小圈哦
新雁过妆楼
:
哈哈哈，很好，很喜欢很羡慕
AaronHy
:
不算老大 大家一起交流想法而已 ～ 比较稳的我会分享一下 因为我现在浮赢比较多 操作或多或少有点浪[捂脸]
不吃醋
04-12
不吃醋
全面看空？美股港股都看空？
AaronHy
回复
风雪伊人去
:
不会啊 人家也是先调查才搞你啊
风雪伊人去
回复
AaronHy
:
那霸王茶姬不会刚上就要被退市吧hh
AaronHy
回复
风雪伊人去
:
现在gj队护盘港股呗 看一波这周特朗普发布中概退市的行情
风雪伊人去
回复
AaronHy
:
害，就是不知道什么时候砸，一下护盘，一下豁免，一下回购的.put的时间价值都磨损了，波动率也低了.
AaronHy
:
嗯 市场还要在砸一波大的 大家才消停 就像打架 只有都伤着了 才各回各家 总不能美中股市越打越回调 各自在创新高吧
邹邹邹z
04-12
邹邹邹z
苹果昨天涨4个点，是都在押注关税豁免了吧
邹邹邹z
回复
AaronHy
:
我看涨不动了，昨天出去喝茶没改限价，call单买飞超50%利润。尾盘跟了你的空单 [财迷]
AaronHy
:
不知道哈哈
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