+关注
悟空的花果山
暂无个人介绍
IP属地:江西
172
关注
225
粉丝
1
主题
0
勋章
主贴
热门
悟空的花果山
06-20 21:58
我开仓了
$ALB.HK 20250730 102.50 PUT$
,阿里这次618gmv扣除退款增长不错
悟空的花果山
06-20 21:57
I closed
$AAPL 20250620 200.0 PUT$
,make profit
悟空的花果山
06-16
我开仓了
$AAPL 20260116 195.0 PUT$
,借鉴段永平作业
悟空的花果山
06-16
我开仓了
$谷歌A(GOOGL)$
,gemini已经称王
悟空的花果山
06-12
我平仓了
$小鹏汽车-W(09868)$
,g7发布了个寂寞,还是发布会前落袋为安
悟空的花果山
06-11
我平仓了
$TLT 20250620 86.0 PUT$
,可以了止盈了
悟空的花果山
06-09
我开仓了
$CRCL 20250620 60.0 PUT$
,一个不错的价格
悟空的花果山
06-06
我开仓了
$TSLA 20251219 100.0 PUT$
,做个止盈单 1.1出
悟空的花果山
05-22
我开仓了
$谷歌A(GOOGL)$
,追高并不高
悟空的花果山
05-21
我开仓了
$联合健康(UNH)$
,跌就买点
悟空的花果山
05-19
我平仓了
$谷歌A VERTICAL 250613 PUT 155.0/PUT 145.0$
,赚了跑
悟空的花果山
05-16
我开仓了
$联合健康(UNH)$
,对这股票本来不感兴趣,但是抄底是可以的
悟空的花果山
05-14
我开仓了
$谷歌A(GOOGL)$
,加谷歌 ai真神
悟空的花果山
05-09
我平仓了
$NVDA 20250516 108.0 PUT$
,跑了
悟空的花果山
05-08
我开仓了
$谷歌A VERTICAL 250613 PUT 145.0/PUT 155.0$
,卖垂直价差put收取权利金
悟空的花果山
05-08
我开仓了
$谷歌A(GOOGL)$
,加谷歌
悟空的花果山
05-08
我开仓了
$礼来(LLY)$
,加礼来
悟空的花果山
05-08
我开仓了
$纳指100ETF(QQQ)$
,定投纳指
悟空的花果山
05-08
我开仓了
$特斯拉(TSLA)$
,定投特斯拉
悟空的花果山
04-29
我平仓了
$特斯拉(TSLA)$
,最近赚了就跑
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3441692941897723","uuid":"3441692941897723","gmtCreate":1478598946105,"gmtModify":1738905234447,"name":"悟空的花果山","pinyin":"wkdhgswukongdehuaguoshan","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","hatId":"ca_profile_frame_5b7Fd6","hatName":"","vip":1,"status":2,"fanSize":225,"headSize":172,"tweetSize":389,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":58,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3(或有料帖>=10),且30天内发表过至少一篇精华帖(或4篇有料帖)并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","grayImgUrl":null,"redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2007},{"badgeId":"f48104d3aff74204841356e6c91c4d07-1","templateUuid":"f48104d3aff74204841356e6c91c4d07","name":"周度最佳创作者","description":"每周获得最佳精华帖的创作者","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2004},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.42%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.05%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":8,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":"江西","starInvestorFollowerNum":160,"starInvestorFlag":true,"starInvestorOrderShareNum":209,"subscribeStarInvestorNum":30,"ror":53.48,"winRationPercentage":59.8778,"showRor":true,"investmentPhilosophy":"AI多头","starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":448108698837360,"gmtCreate":1750427886940,"gmtModify":1750429525546,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/ALB.HK 20250730 102.50 PUT\">$ALB.HK 20250730 102.50 PUT$ </a>,阿里这次618gmv扣除退款增长不错","listText":"我开仓了<a href=\"https://laohu8.com/OPT/ALB.HK 20250730 102.50 PUT\">$ALB.HK 20250730 102.50 PUT$ </a>,阿里这次618gmv扣除退款增长不错","text":"我开仓了$ALB.HK 20250730 102.50 PUT$ ,阿里这次618gmv扣除退款增长不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448108698837360","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448107431105128,"gmtCreate":1750427836057,"gmtModify":1750429526093,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"I closed <a href=\"https://laohu8.com/OPT/AAPL 20250620 200.0 PUT\">$AAPL 20250620 200.0 PUT$ </a> ,make profit","listText":"I closed <a href=\"https://laohu8.com/OPT/AAPL 20250620 200.0 PUT\">$AAPL 20250620 200.0 PUT$ </a> ,make profit","text":"I closed $AAPL 20250620 200.0 PUT$ ,make profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448107431105128","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":446709461799120,"gmtCreate":1750080984759,"gmtModify":1750460193515,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/AAPL 20260116 195.0 PUT\">$AAPL 20260116 195.0 PUT$ </a>,借鉴段永平作业","listText":"我开仓了<a href=\"https://laohu8.com/OPT/AAPL 20260116 195.0 PUT\">$AAPL 20260116 195.0 PUT$ </a>,借鉴段永平作业","text":"我开仓了$AAPL 20260116 195.0 PUT$ ,借鉴段永平作业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446709461799120","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446698695103136,"gmtCreate":1750078991506,"gmtModify":1750467475028,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>,gemini已经称王","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>,gemini已经称王","text":"我开仓了$谷歌A(GOOGL)$ ,gemini已经称王","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446698695103136","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445173941072080,"gmtCreate":1749706213295,"gmtModify":1749706529731,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a>,g7发布了个寂寞,还是发布会前落袋为安","listText":"我平仓了<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a>,g7发布了个寂寞,还是发布会前落袋为安","text":"我平仓了$小鹏汽车-W(09868)$ ,g7发布了个寂寞,还是发布会前落袋为安","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445173941072080","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444955508838512,"gmtCreate":1749652980611,"gmtModify":1749653000256,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TLT 20250620 86.0 PUT\">$TLT 20250620 86.0 PUT$ </a>,可以了止盈了","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TLT 20250620 86.0 PUT\">$TLT 20250620 86.0 PUT$ </a>,可以了止盈了","text":"我平仓了$TLT 20250620 86.0 PUT$ ,可以了止盈了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444955508838512","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444250554552616,"gmtCreate":1749480909273,"gmtModify":1750508781768,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/CRCL 20250620 60.0 PUT\">$CRCL 20250620 60.0 PUT$ </a>,一个不错的价格","listText":"我开仓了<a href=\"https://laohu8.com/OPT/CRCL 20250620 60.0 PUT\">$CRCL 20250620 60.0 PUT$ </a>,一个不错的价格","text":"我开仓了$CRCL 20250620 60.0 PUT$ ,一个不错的价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444250554552616","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443165015401248,"gmtCreate":1749217383823,"gmtModify":1750460193468,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20251219 100.0 PUT\">$TSLA 20251219 100.0 PUT$ </a>,做个止盈单 1.1出","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20251219 100.0 PUT\">$TSLA 20251219 100.0 PUT$ </a>,做个止盈单 1.1出","text":"我开仓了$TSLA 20251219 100.0 PUT$ ,做个止盈单 1.1出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443165015401248","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437808800448752,"gmtCreate":1747922177208,"gmtModify":1750476729909,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>,追高并不高","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>,追高并不高","text":"我开仓了$谷歌A(GOOGL)$ ,追高并不高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437808800448752","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437443050935112,"gmtCreate":1747828761463,"gmtModify":1750476729937,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a>,跌就买点","listText":"我开仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a>,跌就买点","text":"我开仓了$联合健康(UNH)$ ,跌就买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437443050935112","isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436839481844600,"gmtCreate":1747663025947,"gmtModify":1747663151624,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/GOOGL 20250613 145.0 PUT SELL 1 | GOOGL 20250613 155.0 PUT BUY 1\">$谷歌A VERTICAL 250613 PUT 155.0/PUT 145.0$ </a>,赚了跑","listText":"我平仓了<a href=\"https://laohu8.com/OPT/GOOGL 20250613 145.0 PUT SELL 1 | GOOGL 20250613 155.0 PUT BUY 1\">$谷歌A VERTICAL 250613 PUT 155.0/PUT 145.0$ </a>,赚了跑","text":"我平仓了$谷歌A VERTICAL 250613 PUT 155.0/PUT 145.0$ ,赚了跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436839481844600","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435655646875920,"gmtCreate":1747397388376,"gmtModify":1750476734065,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a>,对这股票本来不感兴趣,但是抄底是可以的","listText":"我开仓了<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a>,对这股票本来不感兴趣,但是抄底是可以的","text":"我开仓了$联合健康(UNH)$ ,对这股票本来不感兴趣,但是抄底是可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435655646875920","isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435043096846528,"gmtCreate":1747231026776,"gmtModify":1750476733993,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>,加谷歌 ai真神","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>,加谷歌 ai真神","text":"我开仓了$谷歌A(GOOGL)$ ,加谷歌 ai真神","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435043096846528","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433223973196536,"gmtCreate":1746801752049,"gmtModify":1746802227000,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20250516 108.0 PUT\">$NVDA 20250516 108.0 PUT$ </a>,跑了","listText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20250516 108.0 PUT\">$NVDA 20250516 108.0 PUT$ </a>,跑了","text":"我平仓了$NVDA 20250516 108.0 PUT$ ,跑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433223973196536","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432862717002576,"gmtCreate":1746713098735,"gmtModify":1746713476169,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/GOOGL 20250613 145.0 PUT BUY 1 | GOOGL 20250613 155.0 PUT SELL 1\">$谷歌A VERTICAL 250613 PUT 145.0/PUT 155.0$ </a>,卖垂直价差put收取权利金","listText":"我开仓了<a href=\"https://laohu8.com/OPT/GOOGL 20250613 145.0 PUT BUY 1 | GOOGL 20250613 155.0 PUT SELL 1\">$谷歌A VERTICAL 250613 PUT 145.0/PUT 155.0$ </a>,卖垂直价差put收取权利金","text":"我开仓了$谷歌A VERTICAL 250613 PUT 145.0/PUT 155.0$ ,卖垂直价差put收取权利金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432862717002576","isVote":1,"tweetType":1,"viewCount":1313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432855445037272,"gmtCreate":1746711469146,"gmtModify":1750476734018,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>,加谷歌","listText":"我开仓了<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a>,加谷歌","text":"我开仓了$谷歌A(GOOGL)$ ,加谷歌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432855445037272","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432855927861376,"gmtCreate":1746711423309,"gmtModify":1750476734041,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a>,加礼来","listText":"我开仓了<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a>,加礼来","text":"我开仓了$礼来(LLY)$ ,加礼来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432855927861376","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432837134270488,"gmtCreate":1746707227346,"gmtModify":1750476734089,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>,定投纳指","listText":"我开仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>,定投纳指","text":"我开仓了$纳指100ETF(QQQ)$ ,定投纳指","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432837134270488","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432838527500392,"gmtCreate":1746707220849,"gmtModify":1749828566997,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,定投特斯拉","listText":"我开仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,定投特斯拉","text":"我开仓了$特斯拉(TSLA)$ ,定投特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432838527500392","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429726936437024,"gmtCreate":1745935405413,"gmtModify":1746586288588,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,最近赚了就跑","listText":"我平仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>,最近赚了就跑","text":"我平仓了$特斯拉(TSLA)$ ,最近赚了就跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429726936437024","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":241016440697112,"gmtCreate":1699848685858,"gmtModify":1699848691480,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"title":"把社区的covered call策略开源并且做成了GPTs应用","htmlText":"最近学习期权,受社区中<a href=\"https://www.laohu8.com/post/238533509308416\" target=\"_blank\">《热门股covered call 量化策略》</a>系列启发,写了个python脚本来量化其中提到的sell call策略,写程序门槛还是有点高,把量化出来的数据上传到chatGPT做成了最新的GPTs应用,这样不需要编程,通过对话就可以调试这个策略。[得意] 下图中分别画了nvda的close和行权价曲线,红色的竖线代表这个策略被行权的情况。还是有一些值得分析的地方。我把这个策略开源在github,感兴趣可以到github或者gpt应用尝试,欢迎与我交流","listText":"最近学习期权,受社区中<a href=\"https://www.laohu8.com/post/238533509308416\" target=\"_blank\">《热门股covered call 量化策略》</a>系列启发,写了个python脚本来量化其中提到的sell call策略,写程序门槛还是有点高,把量化出来的数据上传到chatGPT做成了最新的GPTs应用,这样不需要编程,通过对话就可以调试这个策略。[得意] 下图中分别画了nvda的close和行权价曲线,红色的竖线代表这个策略被行权的情况。还是有一些值得分析的地方。我把这个策略开源在github,感兴趣可以到github或者gpt应用尝试,欢迎与我交流","text":"最近学习期权,受社区中《热门股covered call 量化策略》系列启发,写了个python脚本来量化其中提到的sell call策略,写程序门槛还是有点高,把量化出来的数据上传到chatGPT做成了最新的GPTs应用,这样不需要编程,通过对话就可以调试这个策略。[得意] 下图中分别画了nvda的close和行权价曲线,红色的竖线代表这个策略被行权的情况。还是有一些值得分析的地方。我把这个策略开源在github,感兴趣可以到github或者gpt应用尝试,欢迎与我交流","images":[{"img":"https://static.tigerbbs.com/791990b5099202b6b023befdfac6806d","width":"2970","height":"1380"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/241016440697112","isVote":1,"tweetType":1,"viewCount":3987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"content":"我有预感,你要赚钱,你要赚大钱","text":"我有预感,你要赚钱,你要赚大钱","html":"我有预感,你要赚钱,你要赚大钱"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":909266036,"gmtCreate":1556357212625,"gmtModify":1737578211776,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"title":"复盘2017-2019年的操作策略-上篇","htmlText":"其实潜伏在老虎社区两年多了,从2017年第一次入金到现在炒美股,经历了2017年牛市的末尾到2018年的大调整,包括心态、策略、成熟度上都有进步,周六闲来无事写下来一个是对自己的总结,方便以后跟踪,另一方面是回馈社区,帮助和我一样的新手逐渐从韭菜变成高级韭菜。。 港股2017年5月份从275开始买$腾讯控股(00700)$ ,采取定投的思路,有钱就加,大概每涨10%就加仓一次,但不是很严格。在372、417、383分三批清仓。清仓原因一是宏观条件,恒指、美股都在显著性的调整,权重股首当其冲。另一方面2018年国内开始整顿游戏行业,2018年4月之后游戏版号持续了10个月左右的时间没有发放。(笔者是游戏行业从业者,所以格外注意)三是腾讯在微信的变现上已经走到后期,没有下一个现象级的应用出现,当时短视频和信息流应用都打不过头条系,失去了未来战场。 腾讯在这之后一路下跌,一发不可收拾。470深跌到270左右。这里本人犯了一个大错误,因为同期美股大跌,判断趋势一年之内可能无法逆转,所以一直空仓观望。但当时应该换一种思路,这种价值股,可能五年一遇的打折大促销,为什么不买呢? 2017年8月份,重仓$融创中国(01918)$ 。这里面有几个背景,一是17年房地产还处在最后的疯狂,二是融创因为资源独特迅速崛起,高于其他竞争对手,三是从万达手中低价接盘不少地块作为储备。成本在21左右,34清仓。这次能抓到这个机会一是在社区中看到一位房地产大神对于融创的分析(XXXXXXXXX),另一方面和一个比较资深的朋友交流,也坚定了我重仓的操作。 美股有趣的是,我在港股赚的钱,一大半都补贴给了特斯拉。。。三次买入特斯拉,三次亏钱。很多人其实买这一类股票就是买一个梦想(公司持续亏损、但是行业潜力巨大、增长迅速)。我甚至看了马斯克的自传,看完之后更坚定了我支持马斯克的决心。事实证明,我完全错。 对于一支","listText":"其实潜伏在老虎社区两年多了,从2017年第一次入金到现在炒美股,经历了2017年牛市的末尾到2018年的大调整,包括心态、策略、成熟度上都有进步,周六闲来无事写下来一个是对自己的总结,方便以后跟踪,另一方面是回馈社区,帮助和我一样的新手逐渐从韭菜变成高级韭菜。。 港股2017年5月份从275开始买$腾讯控股(00700)$ ,采取定投的思路,有钱就加,大概每涨10%就加仓一次,但不是很严格。在372、417、383分三批清仓。清仓原因一是宏观条件,恒指、美股都在显著性的调整,权重股首当其冲。另一方面2018年国内开始整顿游戏行业,2018年4月之后游戏版号持续了10个月左右的时间没有发放。(笔者是游戏行业从业者,所以格外注意)三是腾讯在微信的变现上已经走到后期,没有下一个现象级的应用出现,当时短视频和信息流应用都打不过头条系,失去了未来战场。 腾讯在这之后一路下跌,一发不可收拾。470深跌到270左右。这里本人犯了一个大错误,因为同期美股大跌,判断趋势一年之内可能无法逆转,所以一直空仓观望。但当时应该换一种思路,这种价值股,可能五年一遇的打折大促销,为什么不买呢? 2017年8月份,重仓$融创中国(01918)$ 。这里面有几个背景,一是17年房地产还处在最后的疯狂,二是融创因为资源独特迅速崛起,高于其他竞争对手,三是从万达手中低价接盘不少地块作为储备。成本在21左右,34清仓。这次能抓到这个机会一是在社区中看到一位房地产大神对于融创的分析(XXXXXXXXX),另一方面和一个比较资深的朋友交流,也坚定了我重仓的操作。 美股有趣的是,我在港股赚的钱,一大半都补贴给了特斯拉。。。三次买入特斯拉,三次亏钱。很多人其实买这一类股票就是买一个梦想(公司持续亏损、但是行业潜力巨大、增长迅速)。我甚至看了马斯克的自传,看完之后更坚定了我支持马斯克的决心。事实证明,我完全错。 对于一支","text":"其实潜伏在老虎社区两年多了,从2017年第一次入金到现在炒美股,经历了2017年牛市的末尾到2018年的大调整,包括心态、策略、成熟度上都有进步,周六闲来无事写下来一个是对自己的总结,方便以后跟踪,另一方面是回馈社区,帮助和我一样的新手逐渐从韭菜变成高级韭菜。。 港股2017年5月份从275开始买$腾讯控股(00700)$ ,采取定投的思路,有钱就加,大概每涨10%就加仓一次,但不是很严格。在372、417、383分三批清仓。清仓原因一是宏观条件,恒指、美股都在显著性的调整,权重股首当其冲。另一方面2018年国内开始整顿游戏行业,2018年4月之后游戏版号持续了10个月左右的时间没有发放。(笔者是游戏行业从业者,所以格外注意)三是腾讯在微信的变现上已经走到后期,没有下一个现象级的应用出现,当时短视频和信息流应用都打不过头条系,失去了未来战场。 腾讯在这之后一路下跌,一发不可收拾。470深跌到270左右。这里本人犯了一个大错误,因为同期美股大跌,判断趋势一年之内可能无法逆转,所以一直空仓观望。但当时应该换一种思路,这种价值股,可能五年一遇的打折大促销,为什么不买呢? 2017年8月份,重仓$融创中国(01918)$ 。这里面有几个背景,一是17年房地产还处在最后的疯狂,二是融创因为资源独特迅速崛起,高于其他竞争对手,三是从万达手中低价接盘不少地块作为储备。成本在21左右,34清仓。这次能抓到这个机会一是在社区中看到一位房地产大神对于融创的分析(XXXXXXXXX),另一方面和一个比较资深的朋友交流,也坚定了我重仓的操作。 美股有趣的是,我在港股赚的钱,一大半都补贴给了特斯拉。。。三次买入特斯拉,三次亏钱。很多人其实买这一类股票就是买一个梦想(公司持续亏损、但是行业潜力巨大、增长迅速)。我甚至看了马斯克的自传,看完之后更坚定了我支持马斯克的决心。事实证明,我完全错。 对于一支","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/909266036","isVote":1,"tweetType":1,"viewCount":15042,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455405909713725","authorId":"3455405909713725","name":"小马哥6666","avatar":"https://static.tigerbbs.com/a7e23d410471a87fa2fbf50506ce06ff","crmLevel":5,"crmLevelSwitch":0,"idStr":"3455405909713725","authorIdStr":"3455405909713725"},"content":"为啥没早点看你的文章","text":"为啥没早点看你的文章","html":"为啥没早点看你的文章"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909245630,"gmtCreate":1556466659920,"gmtModify":1706965048724,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"title":"复盘2017-2019年的操作策略-中篇","htmlText":"接上篇,首先我要感谢一下上篇中我提到的大神 @人淡若菊 ,帮我赚到不少钱,一个小建议老虎可以加一个类似b站的充电功能(打赏),某篇文章给我带来灵感,我赚到钱或者有收获肯定愿意支持作者。这样应该能有效带动社区的氛围,一个股票社区应该是一个克制的社区(从帖子的互动数能看出来老虎真的很克制。。)+ 大神持续产出的社区(其实很多大神都很忙,分享完之后没有什么正向反馈,或者有价值的讨论,很多都会流失,或者变成沉默用户)。 宏观情况 作为一个从大学开始用第一桶金炒A股的老韭菜,a股对于我收获大于伤痛。最大的收获是千万别信那些分析师的报告,被调研都公司可能都不知道自己公司有那么nb。。我也试着通过“小道消息”炒一把,但是正好碰上上一次股灾和该股票长达一年的停盘。。所以在那之后我决定不再碰A股的个股,幺蛾子太多。尽管有中美贸易战,但是作为全球唯二的两大经济体,更多的是彼此需要。我会长期持有A股的基金,目前来看新兴经济体还没有一个能取代中国,老牌经济体比如欧洲已经输掉了未来。值得一提的是我在前一段看了两个国家印度和越南,原因有三:1.都是上亿人口的国家(廉价劳动力和规模足够的内需市场) 2. GDP增速排名靠前(并且受惠于中美贸易战) 3. 适合该国崛起的产业(好比这些年中国智能手机的崛起带起配套产业的崛起,同时挤压了日韩相关产业),可以观察一下,以前很多made in china的服装、鞋,现在几乎都是made in vietnam了。这里选了两个基金 $Market Vectors Vietnam ETF(VNM)$ 和 $iShares MSCI India Small Cap ETF(SMIN)$ ,但是最近油价上涨对新兴国家市场造成了压力。 买美股原因很简单,全球最棒的公司几乎都在美股,尤其是近二十年的新兴科技公司。不管贸易战怎么打,我更愿意采取双边押注的策略。 纪律和目标 201","listText":"接上篇,首先我要感谢一下上篇中我提到的大神 @人淡若菊 ,帮我赚到不少钱,一个小建议老虎可以加一个类似b站的充电功能(打赏),某篇文章给我带来灵感,我赚到钱或者有收获肯定愿意支持作者。这样应该能有效带动社区的氛围,一个股票社区应该是一个克制的社区(从帖子的互动数能看出来老虎真的很克制。。)+ 大神持续产出的社区(其实很多大神都很忙,分享完之后没有什么正向反馈,或者有价值的讨论,很多都会流失,或者变成沉默用户)。 宏观情况 作为一个从大学开始用第一桶金炒A股的老韭菜,a股对于我收获大于伤痛。最大的收获是千万别信那些分析师的报告,被调研都公司可能都不知道自己公司有那么nb。。我也试着通过“小道消息”炒一把,但是正好碰上上一次股灾和该股票长达一年的停盘。。所以在那之后我决定不再碰A股的个股,幺蛾子太多。尽管有中美贸易战,但是作为全球唯二的两大经济体,更多的是彼此需要。我会长期持有A股的基金,目前来看新兴经济体还没有一个能取代中国,老牌经济体比如欧洲已经输掉了未来。值得一提的是我在前一段看了两个国家印度和越南,原因有三:1.都是上亿人口的国家(廉价劳动力和规模足够的内需市场) 2. GDP增速排名靠前(并且受惠于中美贸易战) 3. 适合该国崛起的产业(好比这些年中国智能手机的崛起带起配套产业的崛起,同时挤压了日韩相关产业),可以观察一下,以前很多made in china的服装、鞋,现在几乎都是made in vietnam了。这里选了两个基金 $Market Vectors Vietnam ETF(VNM)$ 和 $iShares MSCI India Small Cap ETF(SMIN)$ ,但是最近油价上涨对新兴国家市场造成了压力。 买美股原因很简单,全球最棒的公司几乎都在美股,尤其是近二十年的新兴科技公司。不管贸易战怎么打,我更愿意采取双边押注的策略。 纪律和目标 201","text":"接上篇,首先我要感谢一下上篇中我提到的大神 @人淡若菊 ,帮我赚到不少钱,一个小建议老虎可以加一个类似b站的充电功能(打赏),某篇文章给我带来灵感,我赚到钱或者有收获肯定愿意支持作者。这样应该能有效带动社区的氛围,一个股票社区应该是一个克制的社区(从帖子的互动数能看出来老虎真的很克制。。)+ 大神持续产出的社区(其实很多大神都很忙,分享完之后没有什么正向反馈,或者有价值的讨论,很多都会流失,或者变成沉默用户)。 宏观情况 作为一个从大学开始用第一桶金炒A股的老韭菜,a股对于我收获大于伤痛。最大的收获是千万别信那些分析师的报告,被调研都公司可能都不知道自己公司有那么nb。。我也试着通过“小道消息”炒一把,但是正好碰上上一次股灾和该股票长达一年的停盘。。所以在那之后我决定不再碰A股的个股,幺蛾子太多。尽管有中美贸易战,但是作为全球唯二的两大经济体,更多的是彼此需要。我会长期持有A股的基金,目前来看新兴经济体还没有一个能取代中国,老牌经济体比如欧洲已经输掉了未来。值得一提的是我在前一段看了两个国家印度和越南,原因有三:1.都是上亿人口的国家(廉价劳动力和规模足够的内需市场) 2. GDP增速排名靠前(并且受惠于中美贸易战) 3. 适合该国崛起的产业(好比这些年中国智能手机的崛起带起配套产业的崛起,同时挤压了日韩相关产业),可以观察一下,以前很多made in china的服装、鞋,现在几乎都是made in vietnam了。这里选了两个基金 $Market Vectors Vietnam ETF(VNM)$ 和 $iShares MSCI India Small Cap ETF(SMIN)$ ,但是最近油价上涨对新兴国家市场造成了压力。 买美股原因很简单,全球最棒的公司几乎都在美股,尤其是近二十年的新兴科技公司。不管贸易战怎么打,我更愿意采取双边押注的策略。 纪律和目标 201","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":14,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/909245630","isVote":1,"tweetType":1,"viewCount":12320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393564421759240,"gmtCreate":1737110412789,"gmtModify":1737117750598,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"title":"202412 月度总结","htmlText":"大盘 川普 11 月 5 日宣布当选后,美股急速上涨,来了一波特朗普行情,30 个交易日QQQ 涨了 10 个点。这种大涨之后市场需要回调,12 月发生了三次大的回调,抹平特朗普行情,还好现在内心比较平静,要不然这个月心情会很差。 这种急涨📈之后切记最高。如果看好后市每次回调可以适量加仓,或者大涨之后开一些保护性看跌期权。 几次回调: 12月 18 日:美联储宣布降息 25 bp,但是经济向好,就业强劲,市场担忧通胀死灰复燃,未来降息缩窄 12 月 27 日:美联储暗示 25 年减少降息,热门科技股遭到抛售 1 月 10 日:就业数据超预期,担忧降息预期放缓(又不是第一次知道 25 年将要放缓降息,原谅我把 1 月份的回调也算进来) 综上,大涨之后需要回调,赶在川普 20 日上台之前,回调好之后才好重新上涨。 做的比较好的 期权 sell put 交易为主,聚焦在高胜率的标的,比如 tsla,nvda,tsm,coin,共性是愿意接盘,也知道他们的底在哪,比较有底气。 低点加仓了 AMD 平仓了没时间管理的 smmt 平仓了 TLT,对宏观相关的标的真的是把握不好 平仓了 ADBE,趁回调赚个均值回归的钱 除了定投,在几次回调后坚持加了 tsla 和 qqq,还有 amd(暂时有点尴尬的标的) 做的不好的 12 月 11 日,谷歌受新一代量子芯片willow推出大涨5.59%,止盈了一部分谷歌。其实不应该止盈,或者后续跌的时候再买回来。因为自从谷歌有追赶上 openai 的趋势之后看好谷歌,谷歌不惜重金重新挖回顶级 ai 人才代表谷歌的态度,新推出的 gemini flash thinking2.0 等也受市场和开发者好评。加上强大的市场份额,以及在 TPU 上的领先,可以在接下来AI 应用阶段占据成本优势。 MDB 财报12 月 6 日卖出280 的 put,此时股价34","listText":"大盘 川普 11 月 5 日宣布当选后,美股急速上涨,来了一波特朗普行情,30 个交易日QQQ 涨了 10 个点。这种大涨之后市场需要回调,12 月发生了三次大的回调,抹平特朗普行情,还好现在内心比较平静,要不然这个月心情会很差。 这种急涨📈之后切记最高。如果看好后市每次回调可以适量加仓,或者大涨之后开一些保护性看跌期权。 几次回调: 12月 18 日:美联储宣布降息 25 bp,但是经济向好,就业强劲,市场担忧通胀死灰复燃,未来降息缩窄 12 月 27 日:美联储暗示 25 年减少降息,热门科技股遭到抛售 1 月 10 日:就业数据超预期,担忧降息预期放缓(又不是第一次知道 25 年将要放缓降息,原谅我把 1 月份的回调也算进来) 综上,大涨之后需要回调,赶在川普 20 日上台之前,回调好之后才好重新上涨。 做的比较好的 期权 sell put 交易为主,聚焦在高胜率的标的,比如 tsla,nvda,tsm,coin,共性是愿意接盘,也知道他们的底在哪,比较有底气。 低点加仓了 AMD 平仓了没时间管理的 smmt 平仓了 TLT,对宏观相关的标的真的是把握不好 平仓了 ADBE,趁回调赚个均值回归的钱 除了定投,在几次回调后坚持加了 tsla 和 qqq,还有 amd(暂时有点尴尬的标的) 做的不好的 12 月 11 日,谷歌受新一代量子芯片willow推出大涨5.59%,止盈了一部分谷歌。其实不应该止盈,或者后续跌的时候再买回来。因为自从谷歌有追赶上 openai 的趋势之后看好谷歌,谷歌不惜重金重新挖回顶级 ai 人才代表谷歌的态度,新推出的 gemini flash thinking2.0 等也受市场和开发者好评。加上强大的市场份额,以及在 TPU 上的领先,可以在接下来AI 应用阶段占据成本优势。 MDB 财报12 月 6 日卖出280 的 put,此时股价34","text":"大盘 川普 11 月 5 日宣布当选后,美股急速上涨,来了一波特朗普行情,30 个交易日QQQ 涨了 10 个点。这种大涨之后市场需要回调,12 月发生了三次大的回调,抹平特朗普行情,还好现在内心比较平静,要不然这个月心情会很差。 这种急涨📈之后切记最高。如果看好后市每次回调可以适量加仓,或者大涨之后开一些保护性看跌期权。 几次回调: 12月 18 日:美联储宣布降息 25 bp,但是经济向好,就业强劲,市场担忧通胀死灰复燃,未来降息缩窄 12 月 27 日:美联储暗示 25 年减少降息,热门科技股遭到抛售 1 月 10 日:就业数据超预期,担忧降息预期放缓(又不是第一次知道 25 年将要放缓降息,原谅我把 1 月份的回调也算进来) 综上,大涨之后需要回调,赶在川普 20 日上台之前,回调好之后才好重新上涨。 做的比较好的 期权 sell put 交易为主,聚焦在高胜率的标的,比如 tsla,nvda,tsm,coin,共性是愿意接盘,也知道他们的底在哪,比较有底气。 低点加仓了 AMD 平仓了没时间管理的 smmt 平仓了 TLT,对宏观相关的标的真的是把握不好 平仓了 ADBE,趁回调赚个均值回归的钱 除了定投,在几次回调后坚持加了 tsla 和 qqq,还有 amd(暂时有点尴尬的标的) 做的不好的 12 月 11 日,谷歌受新一代量子芯片willow推出大涨5.59%,止盈了一部分谷歌。其实不应该止盈,或者后续跌的时候再买回来。因为自从谷歌有追赶上 openai 的趋势之后看好谷歌,谷歌不惜重金重新挖回顶级 ai 人才代表谷歌的态度,新推出的 gemini flash thinking2.0 等也受市场和开发者好评。加上强大的市场份额,以及在 TPU 上的领先,可以在接下来AI 应用阶段占据成本优势。 MDB 财报12 月 6 日卖出280 的 put,此时股价34","images":[{"img":"https://static.tigerbbs.com/656cfbd3983444932aedeea49a741274","width":"1266","height":"916"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393564421759240","isVote":1,"tweetType":1,"viewCount":8140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":412311,"gmtCreate":1551367739304,"gmtModify":1704790999166,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"正好看到一篇tesla的文章 很有趣$特斯拉(TSLA)$","listText":"正好看到一篇tesla的文章 很有趣$特斯拉(TSLA)$","text":"正好看到一篇tesla的文章 很有趣$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/bd82421c29bf36a9fac5c5b51c405d9f"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/412311","isVote":1,"tweetType":1,"viewCount":3576,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497648960843341","authorId":"3497648960843341","name":"大鳄鱼索罗","avatar":"https://static.tigerbbs.com/22ac3c304e8ca982468122b765caf245","crmLevel":6,"crmLevelSwitch":0,"idStr":"3497648960843341","authorIdStr":"3497648960843341"},"content":"乔布斯当年也是这样[捂脸][捂脸][捂脸][捂脸][捂脸]","text":"乔布斯当年也是这样[捂脸][捂脸][捂脸][捂脸][捂脸]","html":"乔布斯当年也是这样[捂脸][捂脸][捂脸][捂脸][捂脸]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":422187676856976,"gmtCreate":1744093836201,"gmtModify":1744094994841,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"title":"202503 月度复盘:市场大跌时的正确姿势和误操作","htmlText":"知行合一很重要,前提是能不能知道,知道后行动是否对。关注金渐成老师的公众号晚了,但是也没有及时的领会精神。 知是大的逻辑判断:金发上台后天天加班,专注在关税上,表是产业转回美国,里是封堵东大,人家都这么认真了,整出来的事情不会小。 而且已经官宣了 4.2,但是很多博主包括自己判断都偏乐观,甚至低估了没有那么疯,但是你遇到的可是真疯子。。 关税战对 mag7 哪几家是纯纯的利空? 影响较大:<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,影响较小 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 微软和谷歌 有三个简单的事情应该干却没有干:1.降低仓位(大跌前还是 2/3)2. 对冲 1-3 月的 价外(波动率敏感:价外期权对市场暴跌的敏感度(Gamma)更高)put,就当交保险,别心疼 3.减仓小杂股票,只保留 2-3 只大盘股大科技,大跌时候照顾不过来 为什么要降低仓位:大跌有流动资金补仓最重要,大跌时候也不能加杠杆,这可不是回调,认真点,拉个 excel 算一下多少价位补一次。立刻停止/止损 sell put,此时 roll over 风险过高,耐心消耗 put 是性价比最高的对冲方式:1-3 个月的 价外put,时间够,波动率未被过度拉升。或者 <a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> 只适合前两天,跌太多容易死猫跳 虽然小杂股没有亏很多,但是大跌时候,小杂股跌更多,实在看好的加个","listText":"知行合一很重要,前提是能不能知道,知道后行动是否对。关注金渐成老师的公众号晚了,但是也没有及时的领会精神。 知是大的逻辑判断:金发上台后天天加班,专注在关税上,表是产业转回美国,里是封堵东大,人家都这么认真了,整出来的事情不会小。 而且已经官宣了 4.2,但是很多博主包括自己判断都偏乐观,甚至低估了没有那么疯,但是你遇到的可是真疯子。。 关税战对 mag7 哪几家是纯纯的利空? 影响较大:<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,影响较小 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 微软和谷歌 有三个简单的事情应该干却没有干:1.降低仓位(大跌前还是 2/3)2. 对冲 1-3 月的 价外(波动率敏感:价外期权对市场暴跌的敏感度(Gamma)更高)put,就当交保险,别心疼 3.减仓小杂股票,只保留 2-3 只大盘股大科技,大跌时候照顾不过来 为什么要降低仓位:大跌有流动资金补仓最重要,大跌时候也不能加杠杆,这可不是回调,认真点,拉个 excel 算一下多少价位补一次。立刻停止/止损 sell put,此时 roll over 风险过高,耐心消耗 put 是性价比最高的对冲方式:1-3 个月的 价外put,时间够,波动率未被过度拉升。或者 <a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> 只适合前两天,跌太多容易死猫跳 虽然小杂股没有亏很多,但是大跌时候,小杂股跌更多,实在看好的加个","text":"知行合一很重要,前提是能不能知道,知道后行动是否对。关注金渐成老师的公众号晚了,但是也没有及时的领会精神。 知是大的逻辑判断:金发上台后天天加班,专注在关税上,表是产业转回美国,里是封堵东大,人家都这么认真了,整出来的事情不会小。 而且已经官宣了 4.2,但是很多博主包括自己判断都偏乐观,甚至低估了没有那么疯,但是你遇到的可是真疯子。。 关税战对 mag7 哪几家是纯纯的利空? 影响较大:$亚马逊(AMZN)$ $苹果(AAPL)$ $特斯拉(TSLA)$ ,影响较小 $英伟达(NVDA)$ 微软和谷歌 有三个简单的事情应该干却没有干:1.降低仓位(大跌前还是 2/3)2. 对冲 1-3 月的 价外(波动率敏感:价外期权对市场暴跌的敏感度(Gamma)更高)put,就当交保险,别心疼 3.减仓小杂股票,只保留 2-3 只大盘股大科技,大跌时候照顾不过来 为什么要降低仓位:大跌有流动资金补仓最重要,大跌时候也不能加杠杆,这可不是回调,认真点,拉个 excel 算一下多少价位补一次。立刻停止/止损 sell put,此时 roll over 风险过高,耐心消耗 put 是性价比最高的对冲方式:1-3 个月的 价外put,时间够,波动率未被过度拉升。或者 $纳指三倍做空ETF(SQQQ)$ 只适合前两天,跌太多容易死猫跳 虽然小杂股没有亏很多,但是大跌时候,小杂股跌更多,实在看好的加个","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/422187676856976","isVote":1,"tweetType":1,"viewCount":7252,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"content":"虽然是 3 月复盘,但也包含 4 月初这几天的复盘","text":"虽然是 3 月复盘,但也包含 4 月初这几天的复盘","html":"虽然是 3 月复盘,但也包含 4 月初这几天的复盘"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400283971899448,"gmtCreate":1738751671628,"gmtModify":1738811046773,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"title":"202501 70 岁老头疯狂加班的结果","htmlText":"<a href=\"https://www.laohu8.com/post/393564421759240\" target=\"_blank\">202412 月总结</a> 大盘 上半年注定是波动剧烈的半年,川王现在就是美国的米莱,一个 70 岁老头,上任前就频繁见人,周末还加班,政策的密集度更是史无前例,这几个月(甚至上半年)的震荡在所难免。 志向满满的老头,致力于MAGA,马斯克领导的 DOGE 疯狂削减 zf 人力和预算。 随着川王密集的政策发布,市场震荡以周围单位 1 月 27 日,硅谷迎来 deepseek 冲击,纳斯达克100指数暴跌3%,英伟达股价单日重挫17%,市值蒸发约6000亿美元,创美股史上最大单日跌幅。博通、AMD等芯片股跌幅均超5%,AI电力相关公司(如Vistra)跌幅近30%。 这里面的影响: 把美国看做一个公司(CEO 和 COO 史无前例的强),这回的改革大概率会成功,希望美股下半年顺利 虽然英伟达股价在暴跌后反弹,但仍然面临三座大山:进一步出口管制措施,未来展望是否会下调,大科技 capex 是否可持续 政策密集期间,哪些是波动小的,哪些是受益的,哪些是可以择机建仓的 做的好的 完成了仓位再平衡,清掉没时间照看/不痛不痒的股票。 ai 硬件 nvda tsm avgo 软件 应用 igv skyy wcld tsla 指数 qqq qdte voo 小仓位 10% pltr rklb xpev 腾讯 btc 相关 大跌时收租 <a href=\"https://laohu8.com/OPT/TSLA%2020250214%20350.0%20PUT?_gl=1*2nh5d*_gcl_au*NjI1NTYwODYxLjE3MzcxMTAxNDQ.\">$TSLA 20250214 350.0 PUT$ </a> 1-15 感觉市场情绪不对","listText":"<a href=\"https://www.laohu8.com/post/393564421759240\" target=\"_blank\">202412 月总结</a> 大盘 上半年注定是波动剧烈的半年,川王现在就是美国的米莱,一个 70 岁老头,上任前就频繁见人,周末还加班,政策的密集度更是史无前例,这几个月(甚至上半年)的震荡在所难免。 志向满满的老头,致力于MAGA,马斯克领导的 DOGE 疯狂削减 zf 人力和预算。 随着川王密集的政策发布,市场震荡以周围单位 1 月 27 日,硅谷迎来 deepseek 冲击,纳斯达克100指数暴跌3%,英伟达股价单日重挫17%,市值蒸发约6000亿美元,创美股史上最大单日跌幅。博通、AMD等芯片股跌幅均超5%,AI电力相关公司(如Vistra)跌幅近30%。 这里面的影响: 把美国看做一个公司(CEO 和 COO 史无前例的强),这回的改革大概率会成功,希望美股下半年顺利 虽然英伟达股价在暴跌后反弹,但仍然面临三座大山:进一步出口管制措施,未来展望是否会下调,大科技 capex 是否可持续 政策密集期间,哪些是波动小的,哪些是受益的,哪些是可以择机建仓的 做的好的 完成了仓位再平衡,清掉没时间照看/不痛不痒的股票。 ai 硬件 nvda tsm avgo 软件 应用 igv skyy wcld tsla 指数 qqq qdte voo 小仓位 10% pltr rklb xpev 腾讯 btc 相关 大跌时收租 <a href=\"https://laohu8.com/OPT/TSLA%2020250214%20350.0%20PUT?_gl=1*2nh5d*_gcl_au*NjI1NTYwODYxLjE3MzcxMTAxNDQ.\">$TSLA 20250214 350.0 PUT$ </a> 1-15 感觉市场情绪不对","text":"202412 月总结 大盘 上半年注定是波动剧烈的半年,川王现在就是美国的米莱,一个 70 岁老头,上任前就频繁见人,周末还加班,政策的密集度更是史无前例,这几个月(甚至上半年)的震荡在所难免。 志向满满的老头,致力于MAGA,马斯克领导的 DOGE 疯狂削减 zf 人力和预算。 随着川王密集的政策发布,市场震荡以周围单位 1 月 27 日,硅谷迎来 deepseek 冲击,纳斯达克100指数暴跌3%,英伟达股价单日重挫17%,市值蒸发约6000亿美元,创美股史上最大单日跌幅。博通、AMD等芯片股跌幅均超5%,AI电力相关公司(如Vistra)跌幅近30%。 这里面的影响: 把美国看做一个公司(CEO 和 COO 史无前例的强),这回的改革大概率会成功,希望美股下半年顺利 虽然英伟达股价在暴跌后反弹,但仍然面临三座大山:进一步出口管制措施,未来展望是否会下调,大科技 capex 是否可持续 政策密集期间,哪些是波动小的,哪些是受益的,哪些是可以择机建仓的 做的好的 完成了仓位再平衡,清掉没时间照看/不痛不痒的股票。 ai 硬件 nvda tsm avgo 软件 应用 igv skyy wcld tsla 指数 qqq qdte voo 小仓位 10% pltr rklb xpev 腾讯 btc 相关 大跌时收租 $TSLA 20250214 350.0 PUT$ 1-15 感觉市场情绪不对","images":[{"img":"https://static.tigerbbs.com/758045f0150191eb7af895525c4d25ea","width":"2238","height":"1386"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400283971899448","isVote":1,"tweetType":1,"viewCount":4228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":399145794040000,"gmtCreate":1738470384480,"gmtModify":1738473776060,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20250131 110.0 PUT\">$NVDA 20250131 110.0 PUT$ </a>,这个 put 吃的惊醒动魄,经历了 17% 的暴跌","listText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20250131 110.0 PUT\">$NVDA 20250131 110.0 PUT$ </a>,这个 put 吃的惊醒动魄,经历了 17% 的暴跌","text":"我平仓了$NVDA 20250131 110.0 PUT$ ,这个 put 吃的惊醒动魄,经历了 17% 的暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/399145794040000","isVote":1,"tweetType":1,"viewCount":6118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448108698837360,"gmtCreate":1750427886940,"gmtModify":1750429525546,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/ALB.HK 20250730 102.50 PUT\">$ALB.HK 20250730 102.50 PUT$ </a>,阿里这次618gmv扣除退款增长不错","listText":"我开仓了<a href=\"https://laohu8.com/OPT/ALB.HK 20250730 102.50 PUT\">$ALB.HK 20250730 102.50 PUT$ </a>,阿里这次618gmv扣除退款增长不错","text":"我开仓了$ALB.HK 20250730 102.50 PUT$ ,阿里这次618gmv扣除退款增长不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448108698837360","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448107431105128,"gmtCreate":1750427836057,"gmtModify":1750429526093,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"I closed <a href=\"https://laohu8.com/OPT/AAPL 20250620 200.0 PUT\">$AAPL 20250620 200.0 PUT$ </a> ,make profit","listText":"I closed <a href=\"https://laohu8.com/OPT/AAPL 20250620 200.0 PUT\">$AAPL 20250620 200.0 PUT$ </a> ,make profit","text":"I closed $AAPL 20250620 200.0 PUT$ ,make profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448107431105128","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":936475599,"gmtCreate":1572400245911,"gmtModify":1704724219171,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"头一次打新股100%确认,稳不稳?<a href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> ","listText":"头一次打新股100%确认,稳不稳?<a href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> ","text":"头一次打新股100%确认,稳不稳?$中手游(00302)$","images":[{"img":"https://static.tigerbbs.com/6eb88a4cff4471264d0dc12b8361f83e","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/936475599","isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"content":"申购成功会收到我们的短信 据说大队长买了 祝你好运","text":"申购成功会收到我们的短信 据说大队长买了 祝你好运","html":"申购成功会收到我们的短信 据说大队长买了 祝你好运"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":416531207180384,"gmtCreate":1742700342088,"gmtModify":1746590459385,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,嗯 被安排提前行权.....","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,嗯 被安排提前行权.....","text":"我开仓了$英伟达(NVDA)$ ,嗯 被安排提前行权.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/416531207180384","isVote":1,"tweetType":1,"viewCount":5631,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"杰西利弗莫尔1亿目标","avatar":"https://static.tigerbbs.com/088532eac890f961cd0f3578b19e001f","crmLevel":7,"crmLevelSwitch":1,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"content":"你这sell put 价钱高","text":"你这sell put 价钱高","html":"你这sell put 价钱高"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935773654,"gmtCreate":1573820557178,"gmtModify":1704726857067,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"今天特意去八卦了一下这个事情,楼主这个分析是比较靠谱的,了解到的情况和福建聊了几次了,倾向宁德。只是缺几十亿,也死不了,很有可能私有化,最后zf接盘。就说到这里了$蔚来(NIO)$","listText":"今天特意去八卦了一下这个事情,楼主这个分析是比较靠谱的,了解到的情况和福建聊了几次了,倾向宁德。只是缺几十亿,也死不了,很有可能私有化,最后zf接盘。就说到这里了$蔚来(NIO)$","text":"今天特意去八卦了一下这个事情,楼主这个分析是比较靠谱的,了解到的情况和福建聊了几次了,倾向宁德。只是缺几十亿,也死不了,很有可能私有化,最后zf接盘。就说到这里了$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/935773654","repostId":"935548110","repostType":1,"repost":{"id":935548110,"gmtCreate":1573705052230,"gmtModify":1704726591540,"author":{"id":"3492038627508436","authorId":"3492038627508436","name":"garbin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 讲讲我猜测蔚来自建工厂很有可能落户福建的理由,欢迎挖坟1.福建2017年规划2020新能源年产能30万,马上2020了,现在看计划基本落空2.福建本土新能源整车制造势弱,东南汽车扶不起来,云度基本歇菜,急需外援3.除了宁德引进一汽外,目前没有像样的新能源整车项目。但一汽重心不会在福建,南京的拜腾应该才是一汽的重心。4.在刚刚过去的进博会,福建政府官员参观了蔚来展台,李斌亲自讲解,不是北京,不是全国任何地方,唯独李斌接待福建官员上了新闻,很微妙。5.蔚来是宁德时代大客户,首批811,厂址选择福建对蔚来来讲有先天优势6.全国其他地方基本都有了本地选手,相比福建并不急切,江苏有拜腾,蔚来np1,上海有特斯拉,广东海南有小鹏,浙江有威马,北京有北汽。7.相比四川,重庆,湖南湖北等等等。福建有钱啊!其他地方可能也想,但未必有魄力能拿出这么多钱钱喂饱蔚来。综合以上,福建需要蔚来,李斌需要福建,双赢。但合作形式应该不是类亦庄国投的方式,最大可能是三方合作,政府 民资或外资。捕风捉影,不负责任猜测,不构成投资建议。本人持有蔚来股票","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 讲讲我猜测蔚来自建工厂很有可能落户福建的理由,欢迎挖坟1.福建2017年规划2020新能源年产能30万,马上2020了,现在看计划基本落空2.福建本土新能源整车制造势弱,东南汽车扶不起来,云度基本歇菜,急需外援3.除了宁德引进一汽外,目前没有像样的新能源整车项目。但一汽重心不会在福建,南京的拜腾应该才是一汽的重心。4.在刚刚过去的进博会,福建政府官员参观了蔚来展台,李斌亲自讲解,不是北京,不是全国任何地方,唯独李斌接待福建官员上了新闻,很微妙。5.蔚来是宁德时代大客户,首批811,厂址选择福建对蔚来来讲有先天优势6.全国其他地方基本都有了本地选手,相比福建并不急切,江苏有拜腾,蔚来np1,上海有特斯拉,广东海南有小鹏,浙江有威马,北京有北汽。7.相比四川,重庆,湖南湖北等等等。福建有钱啊!其他地方可能也想,但未必有魄力能拿出这么多钱钱喂饱蔚来。综合以上,福建需要蔚来,李斌需要福建,双赢。但合作形式应该不是类亦庄国投的方式,最大可能是三方合作,政府 民资或外资。捕风捉影,不负责任猜测,不构成投资建议。本人持有蔚来股票","text":"$蔚来(NIO)$ 讲讲我猜测蔚来自建工厂很有可能落户福建的理由,欢迎挖坟1.福建2017年规划2020新能源年产能30万,马上2020了,现在看计划基本落空2.福建本土新能源整车制造势弱,东南汽车扶不起来,云度基本歇菜,急需外援3.除了宁德引进一汽外,目前没有像样的新能源整车项目。但一汽重心不会在福建,南京的拜腾应该才是一汽的重心。4.在刚刚过去的进博会,福建政府官员参观了蔚来展台,李斌亲自讲解,不是北京,不是全国任何地方,唯独李斌接待福建官员上了新闻,很微妙。5.蔚来是宁德时代大客户,首批811,厂址选择福建对蔚来来讲有先天优势6.全国其他地方基本都有了本地选手,相比福建并不急切,江苏有拜腾,蔚来np1,上海有特斯拉,广东海南有小鹏,浙江有威马,北京有北汽。7.相比四川,重庆,湖南湖北等等等。福建有钱啊!其他地方可能也想,但未必有魄力能拿出这么多钱钱喂饱蔚来。综合以上,福建需要蔚来,李斌需要福建,双赢。但合作形式应该不是类亦庄国投的方式,最大可能是三方合作,政府 民资或外资。捕风捉影,不负责任猜测,不构成投资建议。本人持有蔚来股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/935548110","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5404,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505972306912364","authorId":"3505972306912364","name":"大小晶晶","avatar":"https://static.tigerbbs.com/915dd432ab479862cb62024353974d38","crmLevel":2,"crmLevelSwitch":0,"idStr":"3505972306912364","authorIdStr":"3505972306912364"},"content":"私有化,股民不就完了?","text":"私有化,股民不就完了?","html":"私有化,股民不就完了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":934430177,"gmtCreate":1574401938599,"gmtModify":1704727921613,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 晚上涨一波。。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 晚上涨一波。。","text":"$特斯拉(TSLA)$ 晚上涨一波。。","images":[{"img":"https://static.tigerbbs.com/27f560898486e83e19cb817d4af22aed","width":"1376","height":"762"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/934430177","isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":934749599,"gmtCreate":1574563923411,"gmtModify":1704728121935,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> cybertruck订单超80亿美金。周一有什么理由不起飞?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> cybertruck订单超80亿美金。周一有什么理由不起飞?","text":"$特斯拉(TSLA)$ cybertruck订单超80亿美金。周一有什么理由不起飞?","images":[{"img":"https://static.tigerbbs.com/d576186d339ffcbc2d770fd1127e270f","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/934749599","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":936795623,"gmtCreate":1572411762462,"gmtModify":1704724246826,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"就一个问题,为什么单位都是gbx。。。不能显示英镑吗,很不方便","listText":"就一个问题,为什么单位都是gbx。。。不能显示英镑吗,很不方便","text":"就一个问题,为什么单位都是gbx。。。不能显示英镑吗,很不方便","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/936795623","repostId":"936579696","repostType":1,"repost":{"id":936579696,"gmtCreate":1572347407015,"gmtModify":1744960473538,"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3528966054893519","authorIdStr":"3528966054893519"},"themes":[],"title":"你为什么应该投资英股?","htmlText":"美港股上老虎[得意] 咱们添加一个”英“好吧[笑哭]当然小虎们已经习惯了交易美股和港股。那老虎开通英股交易功能后,越来越多小虎开始交易英股。小虎们已经对美国的大公司和市场有很深的理解,那为什么小虎们应该投资英股?小虎说英股有5个好原因啊[吃瓜] 第一买英股多元化个人资产配置 把美金或港币兑换成英镑然后在英国买股票时,投资者在减少投资风险。为什么呢?因为如果一位投资者的资产覆盖更多证券市场,假如一个市场下跌了,其他的市场很可能没有收到那么大的影响。这样的道理意味着:各个国家的证券市场经常有波动,如果一位投资者的资产覆盖很多市场,这位投资者所持有资产的波动性会少于各个证券市场的波动性。所以同时买美股,港股和英股会把一位投资者所持有资产的波动性下降,减少风险。 另外,用英镑做投资有一样的道理。港币与美元之间存在联系汇率制度。在这样情况下,港币的价值会反应美元价值,港币也会收到美联储的影响[傲娇] 那各个货币的价值收到许多影响,如宏观经济统计,利息率,膨胀之类。英镑的价值与美元和港币的价值一直在波动,有时美金强,有时英镑强。总的来说持有英镑资产是一个其他的方式多元化自己的资产配置,减少波动性和币种风险。 伦敦夜景[保佑] 第二伦敦上市公司的收入来源很分散 首先伦敦证券交易所是全世界最国际化的交易所,一共有500以上的国际公司赴伦敦上市。 富时100指数 (FTSE 100) 由在英国上市的市值最大的100家公司组成,本指数也包括许多大国际公司。富时100指数的ETF是<a target=\"_blank\" href=\"https://laohu8.com/S/ISF.UK\">$(ISF.UK)$</a>。富时100指数成分股公司70%以上营收来自海外,所以大英股的一大部分的收入来自英国之外。在富时100指数的一百家公司的总收入中,25%来自美国,25%来自欧洲,29%来自英国,20%","listText":"美港股上老虎[得意] 咱们添加一个”英“好吧[笑哭]当然小虎们已经习惯了交易美股和港股。那老虎开通英股交易功能后,越来越多小虎开始交易英股。小虎们已经对美国的大公司和市场有很深的理解,那为什么小虎们应该投资英股?小虎说英股有5个好原因啊[吃瓜] 第一买英股多元化个人资产配置 把美金或港币兑换成英镑然后在英国买股票时,投资者在减少投资风险。为什么呢?因为如果一位投资者的资产覆盖更多证券市场,假如一个市场下跌了,其他的市场很可能没有收到那么大的影响。这样的道理意味着:各个国家的证券市场经常有波动,如果一位投资者的资产覆盖很多市场,这位投资者所持有资产的波动性会少于各个证券市场的波动性。所以同时买美股,港股和英股会把一位投资者所持有资产的波动性下降,减少风险。 另外,用英镑做投资有一样的道理。港币与美元之间存在联系汇率制度。在这样情况下,港币的价值会反应美元价值,港币也会收到美联储的影响[傲娇] 那各个货币的价值收到许多影响,如宏观经济统计,利息率,膨胀之类。英镑的价值与美元和港币的价值一直在波动,有时美金强,有时英镑强。总的来说持有英镑资产是一个其他的方式多元化自己的资产配置,减少波动性和币种风险。 伦敦夜景[保佑] 第二伦敦上市公司的收入来源很分散 首先伦敦证券交易所是全世界最国际化的交易所,一共有500以上的国际公司赴伦敦上市。 富时100指数 (FTSE 100) 由在英国上市的市值最大的100家公司组成,本指数也包括许多大国际公司。富时100指数的ETF是<a target=\"_blank\" href=\"https://laohu8.com/S/ISF.UK\">$(ISF.UK)$</a>。富时100指数成分股公司70%以上营收来自海外,所以大英股的一大部分的收入来自英国之外。在富时100指数的一百家公司的总收入中,25%来自美国,25%来自欧洲,29%来自英国,20%","text":"美港股上老虎[得意] 咱们添加一个”英“好吧[笑哭]当然小虎们已经习惯了交易美股和港股。那老虎开通英股交易功能后,越来越多小虎开始交易英股。小虎们已经对美国的大公司和市场有很深的理解,那为什么小虎们应该投资英股?小虎说英股有5个好原因啊[吃瓜] 第一买英股多元化个人资产配置 把美金或港币兑换成英镑然后在英国买股票时,投资者在减少投资风险。为什么呢?因为如果一位投资者的资产覆盖更多证券市场,假如一个市场下跌了,其他的市场很可能没有收到那么大的影响。这样的道理意味着:各个国家的证券市场经常有波动,如果一位投资者的资产覆盖很多市场,这位投资者所持有资产的波动性会少于各个证券市场的波动性。所以同时买美股,港股和英股会把一位投资者所持有资产的波动性下降,减少风险。 另外,用英镑做投资有一样的道理。港币与美元之间存在联系汇率制度。在这样情况下,港币的价值会反应美元价值,港币也会收到美联储的影响[傲娇] 那各个货币的价值收到许多影响,如宏观经济统计,利息率,膨胀之类。英镑的价值与美元和港币的价值一直在波动,有时美金强,有时英镑强。总的来说持有英镑资产是一个其他的方式多元化自己的资产配置,减少波动性和币种风险。 伦敦夜景[保佑] 第二伦敦上市公司的收入来源很分散 首先伦敦证券交易所是全世界最国际化的交易所,一共有500以上的国际公司赴伦敦上市。 富时100指数 (FTSE 100) 由在英国上市的市值最大的100家公司组成,本指数也包括许多大国际公司。富时100指数的ETF是$(ISF.UK)$。富时100指数成分股公司70%以上营收来自海外,所以大英股的一大部分的收入来自英国之外。在富时100指数的一百家公司的总收入中,25%来自美国,25%来自欧洲,29%来自英国,20%","images":[{"img":"https://static.tigerbbs.com/8cde5f65bd1fa1896cb6d2d68af7f289"},{"img":"https://static.tigerbbs.com/b1975a51eace0fb7b9554b10bdb9b761?op=imageView2&mode=2&width=512&format=jpg&quality=70?op=imageView2&mode=2&width=512&format=jpg&quality=70?op=imageView2&mode=2&width=512&format=jpg&quality=70"},{"img":"https://static.tigerbbs.com/c4770234e9d4eca07bdbc2feaa5ef01a?op=imageView2&mode=2&width=512&format=jpg&quality=70"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/936579696","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528966054893519","authorId":"3528966054893519","name":"小虎说英股","avatar":"https://static.tigerbbs.com/b444754ad4cb8cbfaf0dcb4fb2537c79","crmLevel":1,"crmLevelSwitch":1,"idStr":"3528966054893519","authorIdStr":"3528966054893519"},"content":"伦敦证券交易所用GBX 现实股价,但是用英镑GBP 算市值。这是他们英国人传统文化[捂脸]","text":"伦敦证券交易所用GBX 现实股价,但是用英镑GBP 算市值。这是他们英国人传统文化[捂脸]","html":"伦敦证券交易所用GBX 现实股价,但是用英镑GBP 算市值。这是他们英国人传统文化[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416529160761464,"gmtCreate":1742700326954,"gmtModify":1742702119556,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20250404 140.0 PUT\">$NVDA 20250404 140.0 PUT$ </a>,被提前行权......","listText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20250404 140.0 PUT\">$NVDA 20250404 140.0 PUT$ </a>,被提前行权......","text":"我平仓了$NVDA 20250404 140.0 PUT$ ,被提前行权......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/416529160761464","isVote":1,"tweetType":1,"viewCount":3592,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560750740387756","authorId":"3560750740387756","name":"鸣秦","avatar":"https://static.tigerbbs.com/5213c57ba2e6c6e9ec5e5b426c9f1b97","crmLevel":5,"crmLevelSwitch":0,"idStr":"3560750740387756","authorIdStr":"3560750740387756"},"content":"140的put为啥会被提前行权?现在的股价才120啊[惊讶]","text":"140的put为啥会被提前行权?现在的股价才120啊[惊讶]","html":"140的put为啥会被提前行权?现在的股价才120啊[惊讶]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393916289671568,"gmtCreate":1737211056504,"gmtModify":1737251660046,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20250117 250.0 PUT\">$TSLA 20250117 250.0 PUT$ </a>,吃到全部利润","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20250117 250.0 PUT\">$TSLA 20250117 250.0 PUT$ </a>,吃到全部利润","text":"我平仓了$TSLA 20250117 250.0 PUT$ ,吃到全部利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/393916289671568","isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299101554049336,"gmtCreate":1714048177078,"gmtModify":1714100361430,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"title":"七大科技股价和pe的关系","htmlText":"写了个程序把近三年七大科技pe和股价的关系画出来。可以看到一些明显的相关性结论。 本季度财报后股价表现和业绩很相关性不大,也就是财报好股价不一定好,比如meta暴跌,比如tsla暴涨。比如上周nvda暴跌10%。 暴涨暴跌之后是否清仓或继续持有,可以参考图片,是否估值跌到了历史低估区域。 有一些股价的持续下降是预期eps下降导致的。 有一些股价持续上涨也和eps改善有关。 2024vs2025 eps amzn 4.1 5.38 31% nvda 21.12 22.55 6% meta 20.18 23.25 15% msft 11.61 13.15 13% googl 6.78 7.77 14.6% <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> ","listText":"写了个程序把近三年七大科技pe和股价的关系画出来。可以看到一些明显的相关性结论。 本季度财报后股价表现和业绩很相关性不大,也就是财报好股价不一定好,比如meta暴跌,比如tsla暴涨。比如上周nvda暴跌10%。 暴涨暴跌之后是否清仓或继续持有,可以参考图片,是否估值跌到了历史低估区域。 有一些股价的持续下降是预期eps下降导致的。 有一些股价持续上涨也和eps改善有关。 2024vs2025 eps amzn 4.1 5.38 31% nvda 21.12 22.55 6% meta 20.18 23.25 15% msft 11.61 13.15 13% googl 6.78 7.77 14.6% <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$ </a> ","text":"写了个程序把近三年七大科技pe和股价的关系画出来。可以看到一些明显的相关性结论。 本季度财报后股价表现和业绩很相关性不大,也就是财报好股价不一定好,比如meta暴跌,比如tsla暴涨。比如上周nvda暴跌10%。 暴涨暴跌之后是否清仓或继续持有,可以参考图片,是否估值跌到了历史低估区域。 有一些股价的持续下降是预期eps下降导致的。 有一些股价持续上涨也和eps改善有关。 2024vs2025 eps amzn 4.1 5.38 31% nvda 21.12 22.55 6% meta 20.18 23.25 15% msft 11.61 13.15 13% googl 6.78 7.77 14.6% $微软(MSFT)$ $英伟达(NVDA)$ $特斯拉(TSLA)$ $苹果(AAPL)$ $谷歌A(GOOGL)$","images":[{"img":"https://static.tigerbbs.com/491e59640560ca1f73ac1025653c704a","width":"960","height":"720"},{"img":"https://static.tigerbbs.com/5578d8c606c400ef8676c0c1b9ea1b41","width":"960","height":"720"},{"img":"https://static.tigerbbs.com/979343d950a543ae94bc60fcffab926a","width":"960","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/299101554049336","isVote":1,"tweetType":1,"viewCount":8538,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000233","authorId":"9000000000000233","name":"做空做空者","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000233","authorIdStr":"9000000000000233"},"content":"有些股价持续下跌可能是因为预期EPS下降,而有些股价持续上涨可能与EPS改善有关。","text":"有些股价持续下跌可能是因为预期EPS下降,而有些股价持续上涨可能与EPS改善有关。","html":"有些股价持续下跌可能是因为预期EPS下降,而有些股价持续上涨可能与EPS改善有关。"}],"imageCount":7,"langContent":"CN","totalScore":0}],"lives":[]}