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佛系持股,耐心,耐心,耐心
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老猫锚
2025-12-31
这篇文章不错,转发给大家看看
@爱发红包的虎妞:百万美金之路第十四期|苏州韭菜盒子:当期权不再考验人性,赚钱就像呼吸一样自然在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近已经实现年度百万美金收益的投资者,和正向着百万美金目标奔跑、年度收益超过 10 万美金 的用户,听他们讲述如何思考、坚持、成长对老虎来说,投资不只是盈亏的数字,而是一段
从梦想到达成的旅程。
我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成看得见、够得着的里程碑。本期访谈的嘉宾,是老虎社区用户
@苏州韭菜盒子
。他做美股将近十年,从正股到期权,从频繁试错到系统化交易,经历过早期的大幅亏损,也完成过对交易认知的多轮自我迭代。这不是一段“快速致富”的故事,而是一条关于如何在市场中生存、如何解决复杂问题、以及如何与不确定性长期相处的真实路径。
点击查看精华帖
Q1|可以先简单介绍一下您自己吗?包括投资经历与目前主要做什么?A: 我姓崔,在老虎社区的昵称叫“苏州韭菜盒子”,这个名字用得比较久了。我现在定居在苏州,做美股差不多快十年了。 我是从 2017 年开始全职做美股的,大概在 2022–2023 年这个阶段,基本把重心完全转向期权,现在几乎不再做正股,主要只做期权。Q2|您现在主要关注哪些行业或标的?A: 我主要还是关注 Mega Seven(美股大科技),其中
老猫锚
2025-12-27
这篇文章不错,转发给大家看看
@小虎AV:巴菲特表示自己做过最糟糕的一笔交易,就是投资伯克希尔。[呆住]如果当时自己直接投资保险或者其他行业,回报可能会高出数百倍:而自己从中学到的教训便是,彻底放弃“捡烟蒂”策略,不以白菜价买烂公司。不止“股神”巴菲特,各位投资者都有自己觉得“最愚蠢”的一笔交易。大家2025年投资中有觉得操作失误的时候吗?你从中学到了什么?评论区分享你的观点或心得,一起赢取虎币奖励! $标普500(.SPX)$ $伯克希尔(BRK.A)$
老猫锚
2025-12-08
这篇文章不错,转发给大家看看
@石喜:【港股打新】京东工业,孖展遇冷,打不打?
老猫锚
2025-11-24
哎 感觉不妙 估计先涨后跌
老猫锚
2025-11-19
这篇文章不错,转发给大家看看
抱歉,原内容已删除
老猫锚
2025-11-19
这篇文章不错,转发给大家看看
@小虎访谈:比特币一度跌破 9 万美元,这是今年 4 月以来首次,几乎把 2025 年的涨幅全部抹去。从 10 月 7 日的 12.6 万高点算起,到现在最大跌幅接近 30%。过去六周,比特币基本处在震荡下跌的节奏里,期间还出现过币圈历史上最大规模的一日爆仓。再加上技术面跌破 200 日均线、出现“死亡交叉”,情绪非常悲观。市场上有各种解释:特朗普政府讨论海外加密资产征税、新一轮流动性收紧、机构资金撤退等等。到底是趋势反转,还是周期性震荡?我们第一时间连线 Jason Huang, (NextGen Digital Venture(NDV)创始合伙人,大家如果对加密货币感兴趣,欢迎关注 @NextGen Digital Ventures )听听他的判断。你是怎么看待今天BTC跌破9万,是否代表了一个非常大的转折关口?技术分析上的“死亡交叉”在BTC上是否有效?纳斯达克和BTC的走势一直有相关性,纳指会不会追BTC下跌?
老猫锚
2025-11-18
这篇文章不错,转发给大家看看
@财哥看十年:业绩很好,但为什么我不会买600元以上的腾讯!
老猫锚
2025-11-17
夜盘回调,感觉美股开盘又会拉下来
老猫锚
2025-11-16
这篇文章不错,转发给大家看看
抱歉,原内容已删除
老猫锚
2025-11-15
这篇文章不错,转发给大家看看
@AaronHy:百万港币再启程 这次把失去的都拿回来
老猫锚
2025-11-15
这篇文章不错,转发给大家看看
@villike:老登?
老猫锚
2025-11-15
这篇文章不错,转发给大家看看
@不做暴富的梦:
$阿里巴巴(BABA)$
白宫备忘录里认为阿里巴巴正在对中国军队进行帮助,股价下跌
老猫锚
2025-11-14
学习了
@ETF小帮手:ETF追踪 | SPY, IVV, 和VOO:S&P 500 ETF三强对比
老猫锚
2025-11-13
这篇文章不错,转发给大家看看
抱歉,原内容已删除
老猫锚
2025-11-13
京东业绩速览
查看详情:
京东业绩速览
一图速览京东业绩核心指标数据,探索更多财报机会 此帖仅开放于中国大陆用户
京东业绩速览
老猫锚
2025-11-10
$京东(JD)$
港股京东涨 KWEB涨 京东却跌了… 无语啊
老猫锚
2025-11-08
[强]
抱歉,原内容已删除
老猫锚
2025-11-08
[强]
@林氪:作为价值投资者,该如何看待期权?
老猫锚
2025-11-07
$京东集团-SW(09618)$
京东这是干嘛 又要跳水 隔壁阿里巴巴都没跌这么多
老猫锚
2025-11-05
这篇文章不错,转发给大家看看
@爱发红包的虎妞:【虎友投资说】“大空头”出手!11亿空单压向AI双雄,英伟达要见顶了?⚡
去老虎APP查看更多动态
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href=\"https://www.laohu8.com/J/redeemGift?type=delivery\">从梦想到达成的旅程。</a>我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成看得见、够得着的里程碑。本期访谈的嘉宾,是老虎社区用户<a target=\"_blank\" href=\"https://laohu8.com/U/3488195803759145\">@苏州韭菜盒子</a> 。他做美股将近十年,从正股到期权,从频繁试错到系统化交易,经历过早期的大幅亏损,也完成过对交易认知的多轮自我迭代。这不是一段“快速致富”的故事,而是一条关于如何在市场中生存、如何解决复杂问题、以及如何与不确定性长期相处的真实路径。<a target=\"_blank\" href=\"https://laohu8.com/TW/516591097983432\">点击查看精华帖</a>Q1|可以先简单介绍一下您自己吗?包括投资经历与目前主要做什么?A: 我姓崔,在老虎社区的昵称叫“苏州韭菜盒子”,这个名字用得比较久了。我现在定居在苏州,做美股差不多快十年了。 我是从 2017 年开始全职做美股的,大概在 2022–2023 年这个阶段,基本把重心完全转向期权,现在几乎不再做正股,主要只做期权。Q2|您现在主要关注哪些行业或标的?A: 我主要还是关注 Mega Seven(美股大科技),其中","text":"百万美金之路第十四期|苏州韭菜盒子:当期权不再考验人性,赚钱就像呼吸一样自然在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近已经实现年度百万美金收益的投资者,和正向着百万美金目标奔跑、年度收益超过 10 万美金 的用户,听他们讲述如何思考、坚持、成长对老虎来说,投资不只是盈亏的数字,而是一段从梦想到达成的旅程。我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成看得见、够得着的里程碑。本期访谈的嘉宾,是老虎社区用户@苏州韭菜盒子 。他做美股将近十年,从正股到期权,从频繁试错到系统化交易,经历过早期的大幅亏损,也完成过对交易认知的多轮自我迭代。这不是一段“快速致富”的故事,而是一条关于如何在市场中生存、如何解决复杂问题、以及如何与不确定性长期相处的真实路径。点击查看精华帖Q1|可以先简单介绍一下您自己吗?包括投资经历与目前主要做什么?A: 我姓崔,在老虎社区的昵称叫“苏州韭菜盒子”,这个名字用得比较久了。我现在定居在苏州,做美股差不多快十年了。 我是从 2017 年开始全职做美股的,大概在 2022–2023 年这个阶段,基本把重心完全转向期权,现在几乎不再做正股,主要只做期权。Q2|您现在主要关注哪些行业或标的?A: 我主要还是关注 Mega Seven(美股大科技),其中","images":[{"img":"https://static.tigerbbs.com/5534ad611e377cf511fb83f7a92ad26e"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516592570798384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":515387969822760,"gmtCreate":1766797390286,"gmtModify":1766797392750,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/515387969822760","repostId":"514945692062720","repostType":1,"repost":{"id":514945692062720,"gmtCreate":1766749220294,"gmtModify":1766790001541,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"巴菲特:最愚蠢的一笔交易是买了伯克希尔!复盘今年投资,你有后悔买的股票吗?","htmlText":"\n \n \n 巴菲特表示自己做过最糟糕的一笔交易,就是投资伯克希尔。[呆住]如果当时自己直接投资保险或者其他行业,回报可能会高出数百倍:而自己从中学到的教训便是,彻底放弃“捡烟蒂”策略,不以白菜价买烂公司。不止“股神”巴菲特,各位投资者都有自己觉得“最愚蠢”的一笔交易。大家2025年投资中有觉得操作失误的时候吗?你从中学到了什么?评论区分享你的观点或心得,一起赢取虎币奖励! <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>\n \n","listText":"巴菲特表示自己做过最糟糕的一笔交易,就是投资伯克希尔。[呆住]如果当时自己直接投资保险或者其他行业,回报可能会高出数百倍:而自己从中学到的教训便是,彻底放弃“捡烟蒂”策略,不以白菜价买烂公司。不止“股神”巴菲特,各位投资者都有自己觉得“最愚蠢”的一笔交易。大家2025年投资中有觉得操作失误的时候吗?你从中学到了什么?评论区分享你的观点或心得,一起赢取虎币奖励! <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>","text":"巴菲特表示自己做过最糟糕的一笔交易,就是投资伯克希尔。[呆住]如果当时自己直接投资保险或者其他行业,回报可能会高出数百倍:而自己从中学到的教训便是,彻底放弃“捡烟蒂”策略,不以白菜价买烂公司。不止“股神”巴菲特,各位投资者都有自己觉得“最愚蠢”的一笔交易。大家2025年投资中有觉得操作失误的时候吗?你从中学到了什么?评论区分享你的观点或心得,一起赢取虎币奖励! $标普500(.SPX)$ $伯克希尔(BRK.A)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514945692062720","isVote":1,"tweetType":2,"object":{"id":"4d4221559ee54d5bb57c543df7bfee9c","tweetId":"514945692062720","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/73ec6d3c5145403710641872391/uvXxDFbPrJAA.mp4","poster":"https://static.tigerbbs.com/4520b895ef636479915986e386fe3384"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508618178466096,"gmtCreate":1765154265160,"gmtModify":1765154267231,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508618178466096","repostId":"508298839703896","repostType":1,"repost":{"id":508298839703896,"gmtCreate":1765079309669,"gmtModify":1765081413706,"author":{"id":"3552114925525821","authorId":"3552114925525821","name":"石喜","avatar":"https://static.tigerbbs.com/6afc0542e0a0d8bdb288bd418121d79b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552114925525821","idStr":"3552114925525821"},"themes":[],"title":"【港股打新】京东工业,孖展遇冷,打不打?","htmlText":"影响新股表现的最重要的因素是情绪面,而情绪面可以通过孖展数据体现出来,所以我在之前的文章中说:港股打新就盯住一个指标——孖展数据,就够了。 我的意思是说,如果你没有分析一支新股的基本面、估值和其它一切因素的能力,那你就盯孖展数据这一个指标也一定能赚钱。 在价值投资领域,“投资很简单,但不容易”是巴菲特和芒格的观点。 简单指的是原则,就是不懂不做,或者买指数基金就完了;不容易指的是理解、搞懂生意不容易。 我可以把同样的一句话套用在港股打新上:港股打新很简单,但不容易。 简单是因为孖展数据能告诉你90%的信息量,不容易是因为你如果想获得更高一点的收益率,就要有能力分析一些影响新股首日表现的其它因素,比如基本面、估值等其它因素。 下面咱们来说说京东工业,京东工业在招股时我以为是个肉签,但是几天后一看孖展数据,我傻眼了,截至12月7日上午10点(12月8日上午招股结束),京东工业的孖展额为152亿,孖展倍数为46倍,非常冷,我是无论如何也想不到会冷成这样的。 我在12月4日晚上预测京东工业的最终孖展额在500亿+,目前看的情况看,我要适当做一下调整,400亿左右吧,按集资额3.27亿算,孖展倍数为122倍左右。 孖展数据低,说明市场不认可,市场不认可肯定有他的道理,我认为最重要的原因是情绪面的迅速下降。 情绪面下降,是因为从赛力斯开始,已经有多支新股破发,包括两支B10头婚股,没破发的,多数新股表现也不如以前。 至于还有没有其它原因,我真看不出来了,因为我觉得京东工业的基本面挺不错的,且由刘强东这样的明显经理人掌管,不会差到哪里去的,这类公司是港股市场喜欢的类型。 咱们再来看看京东工业的基本情况, ①中国领先的工业供应链技术与服务提供商,中国MRO采购(指企业通过数字化平台对非生产性物资进行采购的服务)服务市场的最大参与者。 ②按2024年的交易额计,公司排名第一 ,规模","listText":"影响新股表现的最重要的因素是情绪面,而情绪面可以通过孖展数据体现出来,所以我在之前的文章中说:港股打新就盯住一个指标——孖展数据,就够了。 我的意思是说,如果你没有分析一支新股的基本面、估值和其它一切因素的能力,那你就盯孖展数据这一个指标也一定能赚钱。 在价值投资领域,“投资很简单,但不容易”是巴菲特和芒格的观点。 简单指的是原则,就是不懂不做,或者买指数基金就完了;不容易指的是理解、搞懂生意不容易。 我可以把同样的一句话套用在港股打新上:港股打新很简单,但不容易。 简单是因为孖展数据能告诉你90%的信息量,不容易是因为你如果想获得更高一点的收益率,就要有能力分析一些影响新股首日表现的其它因素,比如基本面、估值等其它因素。 下面咱们来说说京东工业,京东工业在招股时我以为是个肉签,但是几天后一看孖展数据,我傻眼了,截至12月7日上午10点(12月8日上午招股结束),京东工业的孖展额为152亿,孖展倍数为46倍,非常冷,我是无论如何也想不到会冷成这样的。 我在12月4日晚上预测京东工业的最终孖展额在500亿+,目前看的情况看,我要适当做一下调整,400亿左右吧,按集资额3.27亿算,孖展倍数为122倍左右。 孖展数据低,说明市场不认可,市场不认可肯定有他的道理,我认为最重要的原因是情绪面的迅速下降。 情绪面下降,是因为从赛力斯开始,已经有多支新股破发,包括两支B10头婚股,没破发的,多数新股表现也不如以前。 至于还有没有其它原因,我真看不出来了,因为我觉得京东工业的基本面挺不错的,且由刘强东这样的明显经理人掌管,不会差到哪里去的,这类公司是港股市场喜欢的类型。 咱们再来看看京东工业的基本情况, ①中国领先的工业供应链技术与服务提供商,中国MRO采购(指企业通过数字化平台对非生产性物资进行采购的服务)服务市场的最大参与者。 ②按2024年的交易额计,公司排名第一 ,规模","text":"影响新股表现的最重要的因素是情绪面,而情绪面可以通过孖展数据体现出来,所以我在之前的文章中说:港股打新就盯住一个指标——孖展数据,就够了。 我的意思是说,如果你没有分析一支新股的基本面、估值和其它一切因素的能力,那你就盯孖展数据这一个指标也一定能赚钱。 在价值投资领域,“投资很简单,但不容易”是巴菲特和芒格的观点。 简单指的是原则,就是不懂不做,或者买指数基金就完了;不容易指的是理解、搞懂生意不容易。 我可以把同样的一句话套用在港股打新上:港股打新很简单,但不容易。 简单是因为孖展数据能告诉你90%的信息量,不容易是因为你如果想获得更高一点的收益率,就要有能力分析一些影响新股首日表现的其它因素,比如基本面、估值等其它因素。 下面咱们来说说京东工业,京东工业在招股时我以为是个肉签,但是几天后一看孖展数据,我傻眼了,截至12月7日上午10点(12月8日上午招股结束),京东工业的孖展额为152亿,孖展倍数为46倍,非常冷,我是无论如何也想不到会冷成这样的。 我在12月4日晚上预测京东工业的最终孖展额在500亿+,目前看的情况看,我要适当做一下调整,400亿左右吧,按集资额3.27亿算,孖展倍数为122倍左右。 孖展数据低,说明市场不认可,市场不认可肯定有他的道理,我认为最重要的原因是情绪面的迅速下降。 情绪面下降,是因为从赛力斯开始,已经有多支新股破发,包括两支B10头婚股,没破发的,多数新股表现也不如以前。 至于还有没有其它原因,我真看不出来了,因为我觉得京东工业的基本面挺不错的,且由刘强东这样的明显经理人掌管,不会差到哪里去的,这类公司是港股市场喜欢的类型。 咱们再来看看京东工业的基本情况, ①中国领先的工业供应链技术与服务提供商,中国MRO采购(指企业通过数字化平台对非生产性物资进行采购的服务)服务市场的最大参与者。 ②按2024年的交易额计,公司排名第一 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这意味着什么? 这意味着它的股价和恒生指数已经深度捆绑,一荣俱荣,一损俱损。 过去这一年,恒指从低点反弹了多少? 超过35%。这是一个巨大的涨幅。 图片 市场就像一根被用力拉伸的橡皮筋,在短期积累了巨大动能后,它需要喘息,需要消化估值。 指望恒指在如此高位继续一路向北不回头,是不现实的。 而当恒指这个“贝塔”开始横盘甚至回调时,腾讯作为核心权重,它的“阿尔法”再强,也要被这个宏观重力所牵引。 你很难指望一艘航空母舰在风平浪静的海面上独自飙出快艇的速度。 这背后是资本流动的底层逻辑:当整个市场的估值洼地被填平,增量资金会变得犹豫,他们会开始寻找新的、水位更低的池塘。 腾讯的舞台-香港市场,的阶段性天花板,已经若隐若现。 这不是腾讯的错,但这是我们必须面对的现实。 2、从机会成本角度看 其次,我们算一笔最冷酷的机会成本账。 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这次把失去的都拿回来","htmlText":"发现老虎赚到100万美金有奖杯[生气] 让自己重新有了目标 五月份到现在太闲云野鹤了[无语] 工作生活都是一种告老还乡的状态,天天喝奶茶玩网易的游戏,出去旅游爬雪山喝酒,心思全没放在交易上,到目前为止大概赚个几十万吧,年初两个月是30w赚了几百万[喷血] 还是不能太浪。 两个目标 年底1w粉丝 百万收益 2026年提前许愿 5万粉丝 千万收益 说正经事儿 11月 12月 甚至1月我认为纳指还是会收阳线 现在布<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 和捡钱没区别,不想操作的就全买特斯拉,等个一两年肯定是跑赢大多数股票收益的 另外个就是Amd和因特尔 几千亿爱答不理 到了万亿又高攀不起了 另外这段时间也买了一些书,在深入学习一下半导体ai产业链,希望能找到未来好的公司。 市场的机会真的好多,今年与其说错过amd可惜,错过英伟达可惜,但最可惜的还是错过了闪迪存储这轮行情<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 所以只有深入学习一个行业,才能早布局,拿的住。目前觉得太空建设算力中心,机器人,ai生物医疗科技这些方向还有些可以挖掘的好公司。 点点关注 点点赞 女粉必然知无不言 言无不尽[笑哭] ","listText":"发现老虎赚到100万美金有奖杯[生气] 让自己重新有了目标 五月份到现在太闲云野鹤了[无语] 工作生活都是一种告老还乡的状态,天天喝奶茶玩网易的游戏,出去旅游爬雪山喝酒,心思全没放在交易上,到目前为止大概赚个几十万吧,年初两个月是30w赚了几百万[喷血] 还是不能太浪。 两个目标 年底1w粉丝 百万收益 2026年提前许愿 5万粉丝 千万收益 说正经事儿 11月 12月 甚至1月我认为纳指还是会收阳线 现在布<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 和捡钱没区别,不想操作的就全买特斯拉,等个一两年肯定是跑赢大多数股票收益的 另外个就是Amd和因特尔 几千亿爱答不理 到了万亿又高攀不起了 另外这段时间也买了一些书,在深入学习一下半导体ai产业链,希望能找到未来好的公司。 市场的机会真的好多,今年与其说错过amd可惜,错过英伟达可惜,但最可惜的还是错过了闪迪存储这轮行情<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 所以只有深入学习一个行业,才能早布局,拿的住。目前觉得太空建设算力中心,机器人,ai生物医疗科技这些方向还有些可以挖掘的好公司。 点点关注 点点赞 女粉必然知无不言 言无不尽[笑哭] ","text":"发现老虎赚到100万美金有奖杯[生气] 让自己重新有了目标 五月份到现在太闲云野鹤了[无语] 工作生活都是一种告老还乡的状态,天天喝奶茶玩网易的游戏,出去旅游爬雪山喝酒,心思全没放在交易上,到目前为止大概赚个几十万吧,年初两个月是30w赚了几百万[喷血] 还是不能太浪。 两个目标 年底1w粉丝 百万收益 2026年提前许愿 5万粉丝 千万收益 说正经事儿 11月 12月 甚至1月我认为纳指还是会收阳线 现在布$特斯拉(TSLA)$ 和捡钱没区别,不想操作的就全买特斯拉,等个一两年肯定是跑赢大多数股票收益的 另外个就是Amd和因特尔 几千亿爱答不理 到了万亿又高攀不起了 另外这段时间也买了一些书,在深入学习一下半导体ai产业链,希望能找到未来好的公司。 市场的机会真的好多,今年与其说错过amd可惜,错过英伟达可惜,但最可惜的还是错过了闪迪存储这轮行情$英伟达(NVDA)$ $美国超微公司(AMD)$ 所以只有深入学习一个行业,才能早布局,拿的住。目前觉得太空建设算力中心,机器人,ai生物医疗科技这些方向还有些可以挖掘的好公司。 点点关注 点点赞 女粉必然知无不言 言无不尽[笑哭]","images":[{"img":"https://static.tigerbbs.com/925ca67ffed790641bc61a50f3842f54","width":"1243","height":"1296"},{"img":"https://static.tigerbbs.com/55f155a70d2d9b02ab0d6d9059cab788","width":"1206","height":"1421"},{"img":"https://static.tigerbbs.com/bf7f08b30b45a9b48405db0dc79f7cc9","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499365577507696","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500234497396864,"gmtCreate":1763168120492,"gmtModify":1763168122606,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500234497396864","repostId":"484367670416096","repostType":1,"repost":{"id":484367670416096,"gmtCreate":1759098600000,"gmtModify":1759268909446,"author":{"id":"3580954249347402","authorId":"3580954249347402","name":"villike","avatar":"https://static.tigerbbs.com/f47c43b697bfcf0f22d429afc6571b14","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580954249347402","idStr":"3580954249347402"},"themes":[],"title":"老登?","htmlText":"各位读者好,我是villike,很高兴见到你们,之前我发的这篇文章,去看一下哈:离职了!。上次这篇文章:旷野人生!,聊到从四川旅游回来,老婆和她同事去国外玩了,我带着儿子回了老家。我出生在河南洛阳,现在父母也还在那边的一个小县城里,回来有空的第一个晚上,我去了家附近的一座小山,看着山路上的风景,心里还是有很多感慨的:我从2005年上大学那一年离开,到现在刚好20年,20年,很多事情都变了,但是这个小县城给我的熟悉的感觉没有变,我也走到了人生的下一个阶段。小县城当然跟深圳的吃喝玩乐没得比,儿子每天最开心的娱乐活动就是到这个小广场上玩充气城堡,每天和小表弟玩得热火朝天、不到关门绝不下来,让我想起自己小时候,也是蹦蹦床的忠实粉丝,那是唯一一个我妈可以把我扔在那里、几个小时以后再来接我的场所。当然也没有一直在家待着,我时不时会带儿子出去逛一逛,龙门石窟、白马寺之类的他已经去过了,这次带他和老同学的儿子去了洛阳博物馆,不得不说,这地方还是很适合来看的,老少皆宜,就是夏天有点热,里面的我就不剧透了,放一张外观的照片,还是挺壮观的。还去了一个叫魏坡新序的新景点,是把原来的一个叫魏坡的古村子改建的,环境还不错,人也少,适合比较文艺或喜欢慢慢逛的人,你们看看。第二张照片上的这种院子,好像是我们那里特有的,我小时候爷爷奶奶家住的就是这样的,不过那时候的都是窑洞(我爸说这个也是,但我看起来像是砖头垒的),看到这个院子就想起了我只有4、5岁的时候,太熟悉了。老婆从国外回来后,我们一家三口和我爸一起开车去山西玩了,壶口瀑布离我家不算远,但我长这么大还是第一次去,景点还是很壮观的,“黄河之水天上来”那一刻确实具象化了,照片不能完全展示现场的感受,壶口瀑布刚好在陕西和山西的交界处,两边都能看,如果你们去的话,我感觉山西这边好看一点。接着驱车一个多小时到了隰(xi,二声)县,属于哪个市不记得了,住在县里一","listText":"各位读者好,我是villike,很高兴见到你们,之前我发的这篇文章,去看一下哈:离职了!。上次这篇文章:旷野人生!,聊到从四川旅游回来,老婆和她同事去国外玩了,我带着儿子回了老家。我出生在河南洛阳,现在父母也还在那边的一个小县城里,回来有空的第一个晚上,我去了家附近的一座小山,看着山路上的风景,心里还是有很多感慨的:我从2005年上大学那一年离开,到现在刚好20年,20年,很多事情都变了,但是这个小县城给我的熟悉的感觉没有变,我也走到了人生的下一个阶段。小县城当然跟深圳的吃喝玩乐没得比,儿子每天最开心的娱乐活动就是到这个小广场上玩充气城堡,每天和小表弟玩得热火朝天、不到关门绝不下来,让我想起自己小时候,也是蹦蹦床的忠实粉丝,那是唯一一个我妈可以把我扔在那里、几个小时以后再来接我的场所。当然也没有一直在家待着,我时不时会带儿子出去逛一逛,龙门石窟、白马寺之类的他已经去过了,这次带他和老同学的儿子去了洛阳博物馆,不得不说,这地方还是很适合来看的,老少皆宜,就是夏天有点热,里面的我就不剧透了,放一张外观的照片,还是挺壮观的。还去了一个叫魏坡新序的新景点,是把原来的一个叫魏坡的古村子改建的,环境还不错,人也少,适合比较文艺或喜欢慢慢逛的人,你们看看。第二张照片上的这种院子,好像是我们那里特有的,我小时候爷爷奶奶家住的就是这样的,不过那时候的都是窑洞(我爸说这个也是,但我看起来像是砖头垒的),看到这个院子就想起了我只有4、5岁的时候,太熟悉了。老婆从国外回来后,我们一家三口和我爸一起开车去山西玩了,壶口瀑布离我家不算远,但我长这么大还是第一次去,景点还是很壮观的,“黄河之水天上来”那一刻确实具象化了,照片不能完全展示现场的感受,壶口瀑布刚好在陕西和山西的交界处,两边都能看,如果你们去的话,我感觉山西这边好看一点。接着驱车一个多小时到了隰(xi,二声)县,属于哪个市不记得了,住在县里一","text":"各位读者好,我是villike,很高兴见到你们,之前我发的这篇文章,去看一下哈:离职了!。上次这篇文章:旷野人生!,聊到从四川旅游回来,老婆和她同事去国外玩了,我带着儿子回了老家。我出生在河南洛阳,现在父母也还在那边的一个小县城里,回来有空的第一个晚上,我去了家附近的一座小山,看着山路上的风景,心里还是有很多感慨的:我从2005年上大学那一年离开,到现在刚好20年,20年,很多事情都变了,但是这个小县城给我的熟悉的感觉没有变,我也走到了人生的下一个阶段。小县城当然跟深圳的吃喝玩乐没得比,儿子每天最开心的娱乐活动就是到这个小广场上玩充气城堡,每天和小表弟玩得热火朝天、不到关门绝不下来,让我想起自己小时候,也是蹦蹦床的忠实粉丝,那是唯一一个我妈可以把我扔在那里、几个小时以后再来接我的场所。当然也没有一直在家待着,我时不时会带儿子出去逛一逛,龙门石窟、白马寺之类的他已经去过了,这次带他和老同学的儿子去了洛阳博物馆,不得不说,这地方还是很适合来看的,老少皆宜,就是夏天有点热,里面的我就不剧透了,放一张外观的照片,还是挺壮观的。还去了一个叫魏坡新序的新景点,是把原来的一个叫魏坡的古村子改建的,环境还不错,人也少,适合比较文艺或喜欢慢慢逛的人,你们看看。第二张照片上的这种院子,好像是我们那里特有的,我小时候爷爷奶奶家住的就是这样的,不过那时候的都是窑洞(我爸说这个也是,但我看起来像是砖头垒的),看到这个院子就想起了我只有4、5岁的时候,太熟悉了。老婆从国外回来后,我们一家三口和我爸一起开车去山西玩了,壶口瀑布离我家不算远,但我长这么大还是第一次去,景点还是很壮观的,“黄河之水天上来”那一刻确实具象化了,照片不能完全展示现场的感受,壶口瀑布刚好在陕西和山西的交界处,两边都能看,如果你们去的话,我感觉山西这边好看一点。接着驱车一个多小时到了隰(xi,二声)县,属于哪个市不记得了,住在县里一","images":[{"img":"https://static.tigerbbs.com/0abb6257434d4cf1881c786bd3268073"},{"img":"https://static.tigerbbs.com/28a325a11d6d43378f4acdf42d09307a"},{"img":"https://static.tigerbbs.com/e9e3d9a5549d490f89c860914832ffac"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484367670416096","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500227982385240,"gmtCreate":1763166279910,"gmtModify":1763166282261,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","av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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>白宫备忘录里认为阿里巴巴正在对中国军队进行帮助,股价下跌","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>白宫备忘录里认为阿里巴巴正在对中国军队进行帮助,股价下跌","text":"$阿里巴巴(BABA)$ 白宫备忘录里认为阿里巴巴正在对中国军队进行帮助,股价下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500149131145976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500084503011976,"gmtCreate":1763131191602,"gmtModify":1763131193830,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"title":"","htmlText":"学习了","listText":"学习了","text":"学习了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500084503011976","repostId":"365907471888784","repostType":1,"repost":{"id":365907471888784,"gmtCreate":1730358132789,"gmtModify":1730437983129,"author":{"id":"3527667688472228","authorId":"3527667688472228","name":"ETF小帮手","avatar":"https://static.tigerbbs.com/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667688472228","idStr":"3527667688472228"},"themes":[],"title":"ETF追踪 | SPY, IVV, 和VOO:S&P 500 ETF三强对比","htmlText":"S&P 500 是全球最受关注的股票指数之一,其涵盖了美国500家最大的上市公司,为投资者提供了多样化的市场敞口。而追踪这一指数的三大ETF——SPDR S&P 500 ETF (SPY)、iShares Core S&P 500 ETF (IVV) 和 Vanguard S&P 500 ETF (VOO) 是投资者间的热门选择。那么,这三只ETF各有什么特点?投资者又该如何选择呢?本文将从费率、流动性、跟踪误差和分红等方面进行比较。1. 费用率:VOO和IVV胜出费率是长期投资者关注的重要因素之一。尽管三只ETF追踪的都是相同的指数,但在管理费上存在微妙差别:SPY:0.09%IVV:0.03%VOO:0.03%从费率来看,IVV和VOO的成本明显低于SPY,适合长期持有者。如果以一万美元为投资基数,SPY的年费率为9美元,而IVV和VOO则仅需3美元,长期下来,费率差距将影响到总收益。2. 流动性:SPY独占鳌头在流动性方面,SPY拥有最高的日均交易量,其交易量显著高于IVV和VOO。这使得SPY在频繁交易者中更具吸引力,因为较高的交易量意味着较小的买卖价差和更快的执行速度:SPY:日均交易量为<a href=\"https://laohu8.com/S/SBAY\">$数百亿(SBAY)$</a>美元,流动性最好IVV:流动性良好,但较SPY稍逊VOO:流动性紧随IVV之后,但也适合大部分投资者对于短期交易者或需要快速买入卖出的投资者,SPY的高流动性是一大优势,而IVV和VOO则更适合长期投资。3. 跟踪误差:IVV和VOO表现更稳定跟踪误差是衡量ETF表现与标的指数之间差异的重要指标。三只ETF均力求贴近S&P 500的表现,但IVV和VOO通常在跟踪误差方面表现较优,SPY偶尔会略微偏离指数。SPY:采用单位信托(Unit T","listText":"S&P 500 是全球最受关注的股票指数之一,其涵盖了美国500家最大的上市公司,为投资者提供了多样化的市场敞口。而追踪这一指数的三大ETF——SPDR S&P 500 ETF (SPY)、iShares Core S&P 500 ETF (IVV) 和 Vanguard S&P 500 ETF (VOO) 是投资者间的热门选择。那么,这三只ETF各有什么特点?投资者又该如何选择呢?本文将从费率、流动性、跟踪误差和分红等方面进行比较。1. 费用率:VOO和IVV胜出费率是长期投资者关注的重要因素之一。尽管三只ETF追踪的都是相同的指数,但在管理费上存在微妙差别:SPY:0.09%IVV:0.03%VOO:0.03%从费率来看,IVV和VOO的成本明显低于SPY,适合长期持有者。如果以一万美元为投资基数,SPY的年费率为9美元,而IVV和VOO则仅需3美元,长期下来,费率差距将影响到总收益。2. 流动性:SPY独占鳌头在流动性方面,SPY拥有最高的日均交易量,其交易量显著高于IVV和VOO。这使得SPY在频繁交易者中更具吸引力,因为较高的交易量意味着较小的买卖价差和更快的执行速度:SPY:日均交易量为<a href=\"https://laohu8.com/S/SBAY\">$数百亿(SBAY)$</a>美元,流动性最好IVV:流动性良好,但较SPY稍逊VOO:流动性紧随IVV之后,但也适合大部分投资者对于短期交易者或需要快速买入卖出的投资者,SPY的高流动性是一大优势,而IVV和VOO则更适合长期投资。3. 跟踪误差:IVV和VOO表现更稳定跟踪误差是衡量ETF表现与标的指数之间差异的重要指标。三只ETF均力求贴近S&P 500的表现,但IVV和VOO通常在跟踪误差方面表现较优,SPY偶尔会略微偏离指数。SPY:采用单位信托(Unit T","text":"S&P 500 是全球最受关注的股票指数之一,其涵盖了美国500家最大的上市公司,为投资者提供了多样化的市场敞口。而追踪这一指数的三大ETF——SPDR S&P 500 ETF (SPY)、iShares Core S&P 500 ETF (IVV) 和 Vanguard S&P 500 ETF (VOO) 是投资者间的热门选择。那么,这三只ETF各有什么特点?投资者又该如何选择呢?本文将从费率、流动性、跟踪误差和分红等方面进行比较。1. 费用率:VOO和IVV胜出费率是长期投资者关注的重要因素之一。尽管三只ETF追踪的都是相同的指数,但在管理费上存在微妙差别:SPY:0.09%IVV:0.03%VOO:0.03%从费率来看,IVV和VOO的成本明显低于SPY,适合长期持有者。如果以一万美元为投资基数,SPY的年费率为9美元,而IVV和VOO则仅需3美元,长期下来,费率差距将影响到总收益。2. 流动性:SPY独占鳌头在流动性方面,SPY拥有最高的日均交易量,其交易量显著高于IVV和VOO。这使得SPY在频繁交易者中更具吸引力,因为较高的交易量意味着较小的买卖价差和更快的执行速度:SPY:日均交易量为$数百亿(SBAY)$美元,流动性最好IVV:流动性良好,但较SPY稍逊VOO:流动性紧随IVV之后,但也适合大部分投资者对于短期交易者或需要快速买入卖出的投资者,SPY的高流动性是一大优势,而IVV和VOO则更适合长期投资。3. 跟踪误差:IVV和VOO表现更稳定跟踪误差是衡量ETF表现与标的指数之间差异的重要指标。三只ETF均力求贴近S&P 500的表现,但IVV和VOO通常在跟踪误差方面表现较优,SPY偶尔会略微偏离指数。SPY:采用单位信托(Unit T","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365907471888784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499771075596584,"gmtCreate":1763039592910,"gmtModify":1763039595251,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499771075596584","repostId":"1141896727","repostType":2,"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499759049585528,"gmtCreate":1763036562362,"gmtModify":1763039247592,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"title":"京东业绩速览","htmlText":"查看详情: <a href=\"https://cn.tigrdw.com/hans/earnseason/JD?skin=1&os=iOS&utm_medium=tiger_community&platform=iOS&shareID=a16f5edd3af1bd20d72092063883473c&invite=2BI6A&lang=zh_CN\">京东业绩速览</a> 一图速览京东业绩核心指标数据,探索更多财报机会 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://cn.tigrdw.com/hans/earnseason/JD?skin=1&os=iOS&utm_medium=tiger_community&platform=iOS&shareID=a16f5edd3af1bd20d72092063883473c&invite=2BI6A&lang=zh_CN\">京东业绩速览</a> 一图速览京东业绩核心指标数据,探索更多财报机会 此帖仅开放于中国大陆用户","text":"查看详情: 京东业绩速览 一图速览京东业绩核心指标数据,探索更多财报机会 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/461bf91ab2e2283e68395ea16fd95e8e"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499759049585528","isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":498731687973200,"gmtCreate":1762785617735,"gmtModify":1762786301525,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 港股京东涨 KWEB涨 京东却跌了… 无语啊","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a> 港股京东涨 KWEB涨 京东却跌了… 无语啊","text":"$京东(JD)$ 港股京东涨 KWEB涨 京东却跌了… 无语啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498731687973200","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497830910058608,"gmtCreate":1762563772649,"gmtModify":1762563774519,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497830910058608","repostId":"497628258546496","repostType":1,"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":498055615082560,"gmtCreate":1762563380015,"gmtModify":1762563381946,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498055615082560","repostId":"497677715899232","repostType":1,"repost":{"id":497677715899232,"gmtCreate":1762526190686,"gmtModify":1762526408619,"author":{"id":"3494195641553700","authorId":"3494195641553700","name":"林氪","avatar":"https://static.tigerbbs.com/288e3a34ea9a96bebf8fa8ac13155068","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494195641553700","idStr":"3494195641553700"},"themes":[],"title":"作为价值投资者,该如何看待期权?","htmlText":"我们先来讲一下,正股和期权的最大区别。 当我们交易股票时,选择无非两种:做多(买入),或做空(卖出)。 如果你的一生只有一次交易机会:要么是做多一支股票,永远与它同行。要么是做空一支股票,永远与它为敌。 君向潇湘我向秦,用完这一次机会,开弓便无回头箭。正股的世界是线性的,是黑与白。 而期权的复杂之处在于:即便你只有一次交易机会,你仍能做多或者做空这支股票未来的一段时间。 它让交易不再局限于“方向”的判断,而扩展到了“时间”和“概率”的维度。因此,相比正股,期权是更高维的工具,它能表达更复杂的未来预期。 然而,就像瑞士军刀一样,功能再多,你真正需要的,也许只是其中的一项。 价值投资的核心,不是判断何时发生,而是判断什么事必然会发生。在这一点上,价值投资与期权,是存在冲突的。 当你成为期权的买方,你实际上在预测:某件事,会在某个时间之前发生。这不是确定性思维,而是概率思维。而价值投资者的信仰,恰恰建立在确定性之上。 这正是为什么巴菲特、段永平如此反感期权买方。因为买方的逻辑,本质上是一种对未来时间的赌博。 Buy call、buy put,看似理性计算,实则不过是带着公式去赌场。 期权买方的世界,天生带着杠杆,而杠杆之下的人性,是经不起考验的。在赌场上杠杆下注,往往不是聪明,而是自负,久赌的确无赢家 但若换个方向,作为期权卖方,若你以正股为基础去操作,价值投资与期权之间,就有了微妙的平衡点。 不管是通过卖出认沽(sell put)来建仓,通过卖出备兑认购(sell covered call)来减仓,你可以让时间站在你这边,而非与之对赌。 唯一要警惕的,是贪婪。不要为了多赚一点权利金,反而错过正股的大行情。更不要因为“知识的诅咒”,学会了期权,就只会用期权。 只会通过sell put来建仓,通过sell covered call来减仓,反而可能错过了更多直接正股操作的","listText":"我们先来讲一下,正股和期权的最大区别。 当我们交易股票时,选择无非两种:做多(买入),或做空(卖出)。 如果你的一生只有一次交易机会:要么是做多一支股票,永远与它同行。要么是做空一支股票,永远与它为敌。 君向潇湘我向秦,用完这一次机会,开弓便无回头箭。正股的世界是线性的,是黑与白。 而期权的复杂之处在于:即便你只有一次交易机会,你仍能做多或者做空这支股票未来的一段时间。 它让交易不再局限于“方向”的判断,而扩展到了“时间”和“概率”的维度。因此,相比正股,期权是更高维的工具,它能表达更复杂的未来预期。 然而,就像瑞士军刀一样,功能再多,你真正需要的,也许只是其中的一项。 价值投资的核心,不是判断何时发生,而是判断什么事必然会发生。在这一点上,价值投资与期权,是存在冲突的。 当你成为期权的买方,你实际上在预测:某件事,会在某个时间之前发生。这不是确定性思维,而是概率思维。而价值投资者的信仰,恰恰建立在确定性之上。 这正是为什么巴菲特、段永平如此反感期权买方。因为买方的逻辑,本质上是一种对未来时间的赌博。 Buy call、buy put,看似理性计算,实则不过是带着公式去赌场。 期权买方的世界,天生带着杠杆,而杠杆之下的人性,是经不起考验的。在赌场上杠杆下注,往往不是聪明,而是自负,久赌的确无赢家 但若换个方向,作为期权卖方,若你以正股为基础去操作,价值投资与期权之间,就有了微妙的平衡点。 不管是通过卖出认沽(sell put)来建仓,通过卖出备兑认购(sell covered call)来减仓,你可以让时间站在你这边,而非与之对赌。 唯一要警惕的,是贪婪。不要为了多赚一点权利金,反而错过正股的大行情。更不要因为“知识的诅咒”,学会了期权,就只会用期权。 只会通过sell put来建仓,通过sell covered call来减仓,反而可能错过了更多直接正股操作的","text":"我们先来讲一下,正股和期权的最大区别。 当我们交易股票时,选择无非两种:做多(买入),或做空(卖出)。 如果你的一生只有一次交易机会:要么是做多一支股票,永远与它同行。要么是做空一支股票,永远与它为敌。 君向潇湘我向秦,用完这一次机会,开弓便无回头箭。正股的世界是线性的,是黑与白。 而期权的复杂之处在于:即便你只有一次交易机会,你仍能做多或者做空这支股票未来的一段时间。 它让交易不再局限于“方向”的判断,而扩展到了“时间”和“概率”的维度。因此,相比正股,期权是更高维的工具,它能表达更复杂的未来预期。 然而,就像瑞士军刀一样,功能再多,你真正需要的,也许只是其中的一项。 价值投资的核心,不是判断何时发生,而是判断什么事必然会发生。在这一点上,价值投资与期权,是存在冲突的。 当你成为期权的买方,你实际上在预测:某件事,会在某个时间之前发生。这不是确定性思维,而是概率思维。而价值投资者的信仰,恰恰建立在确定性之上。 这正是为什么巴菲特、段永平如此反感期权买方。因为买方的逻辑,本质上是一种对未来时间的赌博。 Buy call、buy put,看似理性计算,实则不过是带着公式去赌场。 期权买方的世界,天生带着杠杆,而杠杆之下的人性,是经不起考验的。在赌场上杠杆下注,往往不是聪明,而是自负,久赌的确无赢家 但若换个方向,作为期权卖方,若你以正股为基础去操作,价值投资与期权之间,就有了微妙的平衡点。 不管是通过卖出认沽(sell put)来建仓,通过卖出备兑认购(sell covered call)来减仓,你可以让时间站在你这边,而非与之对赌。 唯一要警惕的,是贪婪。不要为了多赚一点权利金,反而错过正股的大行情。更不要因为“知识的诅咒”,学会了期权,就只会用期权。 只会通过sell put来建仓,通过sell covered call来减仓,反而可能错过了更多直接正股操作的","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497677715899232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":497480967775088,"gmtCreate":1762478226828,"gmtModify":1762481569420,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a> 京东这是干嘛 又要跳水 隔壁阿里巴巴都没跌这么多","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a> 京东这是干嘛 又要跳水 隔壁阿里巴巴都没跌这么多","text":"$京东集团-SW(09618)$ 京东这是干嘛 又要跳水 隔壁阿里巴巴都没跌这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497480967775088","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496911430267696,"gmtCreate":1762339705304,"gmtModify":1762339707382,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496911430267696","repostId":"496920911073544","repostType":1,"repost":{"id":496920911073544,"gmtCreate":1762326753249,"gmtModify":1762335763627,"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"20722186463466","idStr":"20722186463466"},"themes":[],"title":"【虎友投资说】“大空头”出手!11亿空单压向AI双雄,英伟达要见顶了?⚡","htmlText":"AI行情正热,偏偏“大空头”出手了——最新数据显示,对冲基金大佬 Michael Burry(《大空头》原型)押下 11亿美元空单,瞄准 <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 与 <a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir(PLTR)$</a> 等AI龙头,引发市场热议!😨这一波AI狂潮以来,英伟达、Palantir股价屡创新高,市值暴涨数倍。但随着估值水涨船高,机构博弈也愈发激烈——🧩 有人认为这只是短期情绪波动,“AI革命”才刚开始;💣 也有人警告估值过热,AI泡沫或已初现端倪。那么问题来了👇面对“大空头”的警告,你怎么看?是坚定信仰AI、继续加仓,还是选择落袋为安、先避避风头?以下是各位虎友的观点,你是否认同[财迷][你懂的][你懂的]<a target=\"_blank\" href=\"https://laohu8.com/U/3478579798195143\">@郭施亮</a>“大空头”11亿空单瞄准英伟达和Palantir,AI泡沫真的来了吗?AI泡沫是否真的存在?主要观察三个问题。第一个问题,AI是否带动产业链、供应链的发展,形成大量产业的协同效应。假如AI的发展,只是带动极少数企业、极少数产业的发展,那么在估值迅速膨胀的背景下,极易容易形成泡沫。但是,当AI形成了规模化、产业化的协同效应,并且带动相关产业链的规模性增长,那么就不是泡沫了。第二个问题,新兴事物是否颠覆原有的生产方式、商业模式,并且带来更高效的生产运作。如果无法起到颠覆性的影响,只是在原来的生产方式基础上换一种说法,那么将可能形成泡沫,或者是概念性炒作。然而,当AI发展可以起到颠覆性的影响,并且会带来更高效率的生产,带来更大","listText":"AI行情正热,偏偏“大空头”出手了——最新数据显示,对冲基金大佬 Michael Burry(《大空头》原型)押下 11亿美元空单,瞄准 <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 与 <a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir(PLTR)$</a> 等AI龙头,引发市场热议!😨这一波AI狂潮以来,英伟达、Palantir股价屡创新高,市值暴涨数倍。但随着估值水涨船高,机构博弈也愈发激烈——🧩 有人认为这只是短期情绪波动,“AI革命”才刚开始;💣 也有人警告估值过热,AI泡沫或已初现端倪。那么问题来了👇面对“大空头”的警告,你怎么看?是坚定信仰AI、继续加仓,还是选择落袋为安、先避避风头?以下是各位虎友的观点,你是否认同[财迷][你懂的][你懂的]<a target=\"_blank\" href=\"https://laohu8.com/U/3478579798195143\">@郭施亮</a>“大空头”11亿空单瞄准英伟达和Palantir,AI泡沫真的来了吗?AI泡沫是否真的存在?主要观察三个问题。第一个问题,AI是否带动产业链、供应链的发展,形成大量产业的协同效应。假如AI的发展,只是带动极少数企业、极少数产业的发展,那么在估值迅速膨胀的背景下,极易容易形成泡沫。但是,当AI形成了规模化、产业化的协同效应,并且带动相关产业链的规模性增长,那么就不是泡沫了。第二个问题,新兴事物是否颠覆原有的生产方式、商业模式,并且带来更高效的生产运作。如果无法起到颠覆性的影响,只是在原来的生产方式基础上换一种说法,那么将可能形成泡沫,或者是概念性炒作。然而,当AI发展可以起到颠覆性的影响,并且会带来更高效率的生产,带来更大","text":"AI行情正热,偏偏“大空头”出手了——最新数据显示,对冲基金大佬 Michael Burry(《大空头》原型)押下 11亿美元空单,瞄准 $英伟达(NVDA)$ 与 $Palantir(PLTR)$ 等AI龙头,引发市场热议!😨这一波AI狂潮以来,英伟达、Palantir股价屡创新高,市值暴涨数倍。但随着估值水涨船高,机构博弈也愈发激烈——🧩 有人认为这只是短期情绪波动,“AI革命”才刚开始;💣 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","text":"从四月份开始蔚来已经涨了一倍,回调一些吧,都已经资不抵债了,还这么彪悍。[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490016512462888","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":995074548,"gmtCreate":1565763430484,"gmtModify":1704713017112,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"htmlText":"$京东(JD)$ 京东这是多年第一次这么大的单日涨幅吧","listText":"$京东(JD)$ 京东这是多年第一次这么大的单日涨幅吧","text":"$京东(JD)$ 京东这是多年第一次这么大的单日涨幅吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/995074548","isVote":1,"tweetType":1,"viewCount":2429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486244890800392,"gmtCreate":1759741123882,"gmtModify":1759741126674,"author":{"id":"142838633194400","authorId":"142838633194400","name":"老猫锚","avatar":"https://static.tigerbbs.com/fbd62979178cbce700a7611130b6cd33","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"142838633194400","idStr":"142838633194400"},"themes":[],"htmlText":"假如嫦娥也炒股,她的重仓股是<a href=\"https://laohu8.com/S/002043\">$兔宝宝(002043)$</a>。若嫦娥使用“玉兔量化模型”,可在兔年前1个月建仓,次年正月获利了结——历史回测显示该策略超额收益显著。嫦娥最终选择或许取决于:她炒股是为解闷(炒题材),还是为扩建广寒宫(稳健投资)? 但无论如何,兔宝宝定在她的“观察清单”前列。[开心]","listText":"假如嫦娥也炒股,她的重仓股是<a 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\n \n 巴菲特表示自己做过最糟糕的一笔交易,就是投资伯克希尔。[呆住]如果当时自己直接投资保险或者其他行业,回报可能会高出数百倍:而自己从中学到的教训便是,彻底放弃“捡烟蒂”策略,不以白菜价买烂公司。不止“股神”巴菲特,各位投资者都有自己觉得“最愚蠢”的一笔交易。大家2025年投资中有觉得操作失误的时候吗?你从中学到了什么?评论区分享你的观点或心得,一起赢取虎币奖励! <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>\n \n","listText":"巴菲特表示自己做过最糟糕的一笔交易,就是投资伯克希尔。[呆住]如果当时自己直接投资保险或者其他行业,回报可能会高出数百倍:而自己从中学到的教训便是,彻底放弃“捡烟蒂”策略,不以白菜价买烂公司。不止“股神”巴菲特,各位投资者都有自己觉得“最愚蠢”的一笔交易。大家2025年投资中有觉得操作失误的时候吗?你从中学到了什么?评论区分享你的观点或心得,一起赢取虎币奖励! <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a>","text":"巴菲特表示自己做过最糟糕的一笔交易,就是投资伯克希尔。[呆住]如果当时自己直接投资保险或者其他行业,回报可能会高出数百倍:而自己从中学到的教训便是,彻底放弃“捡烟蒂”策略,不以白菜价买烂公司。不止“股神”巴菲特,各位投资者都有自己觉得“最愚蠢”的一笔交易。大家2025年投资中有觉得操作失误的时候吗?你从中学到了什么?评论区分享你的观点或心得,一起赢取虎币奖励! $标普500(.SPX)$ 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