美股混饭吃的个人主页 - 老虎社区

美股混饭吃

美股混饭吃

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IP属地：浙江

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美股混饭吃

2024-09-26

$美元/离岸人民币(USDCNH.FOREX)$ 今天将是最近半年人民币汇率和股市的最高点，半年后再来验证

美股混饭吃

2024-09-30

$A50指数主连 2410(CNmain)$ 开空单咯，就是干

美股混饭吃

2024-10-21

如果川普选不上呢

美股混饭吃

2018-08-13

$特斯拉(TSLA)$ 死磕到底，还是那句话月底跌回300以下

美股混饭吃

2024-04-29

亚马逊和苹果财报之后都跌，亚马逊由于temu冲击，增速放缓。苹果全面转向ai，目前没有成效，手机销售下降已经是不争的事实，利润增速肯定放缓的

美股混饭吃

2018-08-21

$特斯拉(TSLA)$ 特斯拉接连遭评级机构下调必然有我们不知道理由，从日K上看要确认275下方支撑才行啊

美股混饭吃

2024-06-12

8年前一次偶然的机会接触到了老虎，然后试着入金，还记得第一次买的股票就是英伟达，中间经历了中概股打新陷阱，也经历了贸易战引发的股灾，持有英伟达从坚定到迷茫，到现在的坚持，学会了和时间做朋友，也慢慢懂得了芒格之道。未来10年希望老虎越来越好，也希望能和老虎一起在下一个10年都有所收获。

美股混饭吃

2018-04-16

我没平的空单有救了

$特斯拉(TSLA)$ 跌破支撑，新一轮下跌开始

我没平的空单有救了

美股混饭吃

2018-09-17

$趣头条(QTT)$ 要割肉的赶紧甩货，今天目标价16.5

美股混饭吃

2018-08-20

$特斯拉(TSLA)$当初嘲笑我的人还在吗

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背景：为什么选择美团 在社保与合规压力下，平台企业面临成本重估： 美团：受冲击最大（骑手基数庞大、社保覆盖率低）； 阿里（饿了么）：次之； 京东：物流体系规范，受影响小。 👉 受影响排序：美团 &gt; 阿里 &gt; 京东。 这就是我选择美团作为交易标的的原因。 --- 02 组合构建 建仓点位在 126左右，组合如下： 买入125 Put（方向性看空）； 卖出115 Put（收权利金）； 卖出140 Call（限制极端反弹风险）。 --- 03 卖出115 Put的逻辑 事前判断：财报前 70% 概率不跌破115； 因此，卖出115 Put是合理的，可以持续收取θ，降低组合成本。 在股价跌到116时，组合已经获得了可观的收益。 --- 04 财报前的关键取舍：为什么平仓115 Put 财报的不确定性很高： 可能反弹（订单增长、短期亮点）； 也可能直接下杀（利润压缩被提前计价）。 如果出现直接下杀，115 Put 会变成限制125 Put爆发的负担。 因此，我选择 在财报前提前买回115 Put，只保留： 125 Put（纯粹方向性看空） 卖出140 Call（对冲极端反弹风险） 这样操作，既锁定了前期θ收益，又保证财报窗口的风险敞口干净、纯粹。 --- 05 财报后的两条路径 路径A：先反弹再回落 → 反弹时考虑在更低位置（105/110）卖出新的Put，继续收θ； 路径B：直接下杀 → 保留的125 Put能最大化释放爆发力。 --- 06 总结 这次交易的重点不在于“方向对错”，而在于： 事前：基于概率 → 卖出115 Put 收θ； 事后：面对财报不确定性 → 平掉115 Put，避免负担。 期权交易的核心就是：逻辑与仓位保持一致。 前期合理，后期敢于调整，这才是动态管理的精髓。 📣 如果有期权高手看到，欢迎给我提优化建议，尤其是： 财报前卖出腿的最佳回补时","listText":"01 背景：为什么选择美团 在社保与合规压力下，平台企业面临成本重估： 美团：受冲击最大（骑手基数庞大、社保覆盖率低）； 阿里（饿了么）：次之； 京东：物流体系规范，受影响小。 👉 受影响排序：美团 &gt; 阿里 &gt; 京东。 这就是我选择美团作为交易标的的原因。 --- 02 组合构建 建仓点位在 126左右，组合如下： 买入125 Put（方向性看空）； 卖出115 Put（收权利金）； 卖出140 Call（限制极端反弹风险）。 --- 03 卖出115 Put的逻辑 事前判断：财报前 70% 概率不跌破115； 因此，卖出115 Put是合理的，可以持续收取θ，降低组合成本。 在股价跌到116时，组合已经获得了可观的收益。 --- 04 财报前的关键取舍：为什么平仓115 Put 财报的不确定性很高： 可能反弹（订单增长、短期亮点）； 也可能直接下杀（利润压缩被提前计价）。 如果出现直接下杀，115 Put 会变成限制125 Put爆发的负担。 因此，我选择 在财报前提前买回115 Put，只保留： 125 Put（纯粹方向性看空） 卖出140 Call（对冲极端反弹风险） 这样操作，既锁定了前期θ收益，又保证财报窗口的风险敞口干净、纯粹。 --- 05 财报后的两条路径 路径A：先反弹再回落 → 反弹时考虑在更低位置（105/110）卖出新的Put，继续收θ； 路径B：直接下杀 → 保留的125 Put能最大化释放爆发力。 --- 06 总结 这次交易的重点不在于“方向对错”，而在于： 事前：基于概率 → 卖出115 Put 收θ； 事后：面对财报不确定性 → 平掉115 Put，避免负担。 期权交易的核心就是：逻辑与仓位保持一致。 前期合理，后期敢于调整，这才是动态管理的精髓。 📣 如果有期权高手看到，欢迎给我提优化建议，尤其是： 财报前卖出腿的最佳回补时","text":"01 背景：为什么选择美团 在社保与合规压力下，平台企业面临成本重估： 美团：受冲击最大（骑手基数庞大、社保覆盖率低）； 阿里（饿了么）：次之； 京东：物流体系规范，受影响小。 👉 受影响排序：美团 > 阿里 > 京东。 这就是我选择美团作为交易标的的原因。 --- 02 组合构建 建仓点位在 126左右，组合如下： 买入125 Put（方向性看空）； 卖出115 Put（收权利金）； 卖出140 Call（限制极端反弹风险）。 --- 03 卖出115 Put的逻辑 事前判断：财报前 70% 概率不跌破115； 因此，卖出115 Put是合理的，可以持续收取θ，降低组合成本。 在股价跌到116时，组合已经获得了可观的收益。 --- 04 财报前的关键取舍：为什么平仓115 Put 财报的不确定性很高： 可能反弹（订单增长、短期亮点）； 也可能直接下杀（利润压缩被提前计价）。 如果出现直接下杀，115 Put 会变成限制125 Put爆发的负担。 因此，我选择 在财报前提前买回115 Put，只保留： 125 Put（纯粹方向性看空） 卖出140 Call（对冲极端反弹风险） 这样操作，既锁定了前期θ收益，又保证财报窗口的风险敞口干净、纯粹。 --- 05 财报后的两条路径 路径A：先反弹再回落 → 反弹时考虑在更低位置（105/110）卖出新的Put，继续收θ； 路径B：直接下杀 → 保留的125 Put能最大化释放爆发力。 --- 06 总结 这次交易的重点不在于“方向对错”，而在于： 事前：基于概率 → 卖出115 Put 收θ； 事后：面对财报不确定性 → 平掉115 Put，避免负担。 期权交易的核心就是：逻辑与仓位保持一致。 前期合理，后期敢于调整，这才是动态管理的精髓。 📣 如果有期权高手看到，欢迎给我提优化建议，尤其是： 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