AaronHy
05-01
今日目前的操作和想法 开盘获利了结了7成仓位 开微软put 后面两天涨到450微软也不怕 时间开的比较远 超威反弹到35-36确定性也较强
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佛光普照照照照
05-02
佛光普照照照照
大佬，英伟达今天112的sell call 是不是都没希望了，如果到期亏损，是roll到下周好，还是直接割了？roll到下周行权价多少合适？[微笑]
AaronHy
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缘来666
:
应该会在7号左右 会提前预告
缘来666
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AaronHy
:
哥，计划啥时候直播，直播每次都不知道日期，录屏我都看了。确实很精彩，学了不少东西。
AaronHy
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jacklc
:
这个我下周直播会说哦
jacklc
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AaronHy
:
大佬如何看待今天的半导体暴涨?为什么非农数据刺激那么大，明明每次发布完，后两个月都会有下修，市场依旧非常乐观?尤其是明显可以看到四月大量的就业来自于物流行业，非常明显的关税前抢货。
佛光普照照照照
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AaronHy
:
[流泪][流泪][流泪][流泪][流泪]
全部6条回复
Nunki
05-02
Nunki
大佬，拼多多大涨是机构预测特朗普要恢复小额包裹关税豁免吗，这半个月好硬，已经基本涨回到3号公布消息前的股价了
天青色写诗
:
还真取消了今天
AaronHy
:
把时间拉长一点看 最近是机构拉高 而且整个大盘也不错 正常操作 pdd拉高散户入场 机构出货
Yangsirisme
05-01
Yangsirisme
特斯拉和拼多多是看空的吧？啥时候买多了还获利平仓了，跟不上节奏啊
Yangsirisme
:
特斯拉将近300了，还能跟之前说的看到100多么？
AaronHy
:
特斯拉我目前没空单持仓 pdd 1w多美金空单
天青色写诗
05-03
天青色写诗
大佬，我看到有个说法，微软是做软件，不做实体，所以避开了关税影响，有可能走出独立行情，想问问你的看法，以及你做空的逻辑是什么 [抱拳] [抱拳]
天青色写诗
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AaronHy
:
我在dp上搜到说虚拟业务（软件及云服务）营收占比超过80％，且增长强劲。实体硬件设备营收占比仅1.9％，且增长乏力。。看到还是有点慌
天青色写诗
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AaronHy
:
不过看到数据说这波反弹主要是散户推的，机构没怎么入场，感觉做空更有把握了
AaronHy
:
那surface是什么啊[捂脸]
西边
05-02
西边
草莓熊前辈，为啥超微电脑卖掉了
左右岸
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西边
:
具体哪个界面呀，我翻了一圈都没找到
西边
:
主页交易分享那
西边
回复
AaronHy
:
[你懂的][你懂的]
左右岸
:
哪里看到大佬超微电脑卖掉啦
AaronHy
:
资金不足哈哈 说好用30w做两个月的 平点超威 去买微软的期权
Mzhobby
05-01
Mzhobby
请教买霸王茶姬和礼来的逻辑是啥
AaronHy
:
礼来财报不差啊 反而很强 市场今天超跌是因为给了今年下半年受强关税影响的预期 我觉得后面能修复吧 霸王茶姬现在市场龙头茶饮啊 门店的平均单量远超别的品牌 而且品牌还在青壮年有成长性 ip联名这些又很年轻化 我觉得还有成长性吧
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