悟空的花果山的个人主页 - 老虎社区

悟空的花果山

悟空的花果山

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IP属地：江西

172关注

240粉丝

1主题

0勋章

悟空的花果山

09-29 22:53

等待机会

@期权小班长:剧烈洗盘

悟空的花果山

09-29 22:45

我平仓了$NVDA 20251003 165.0 PUT$ ,止盈

悟空的花果山

09-25

我开仓了$纳指100ETF(QQQ)$ ,定投

悟空的花果山

09-24

每日一读

@期权小班长:小震荡

悟空的花果山

09-23

我开仓了$AAPL 20251017 250.0 PUT$ ,伴随着iPhone17热卖

悟空的花果山

09-23

我平仓了$AAPL 20260116 195.0 PUT$ ,止盈

悟空的花果山

09-23

我开仓了$特斯拉(TSLA)$ ,定投

悟空的花果山

09-22

我平仓了$礼来(LLY)$ ,止盈

悟空的花果山

09-18

我平仓了$SMC.HK 20250929 55.00 PUT$ ,止盈

悟空的花果山

09-16

我开仓了$SMC.HK 20251030 55.00 PUT$ ,价格不错

悟空的花果山

09-16

我开仓了$特斯拉(TSLA)$ ,定投

悟空的花果山

09-16

tsla 下周再涨吧现在太可怕了😱

@期权小班长:市场翻脸！？sell call大单做空甲骨文

悟空的花果山

09-11

我开仓了$纳指100ETF(QQQ)$ ,定投

悟空的花果山

09-09

希望 avgo 和 hood 回调

@期权小班长:小科技股的波动跟踪方法

悟空的花果山

09-09

我开仓了$特斯拉(TSLA)$ ,定投啊

悟空的花果山

09-08

我平仓了$TLT 20250926 86.0 PUT$ ,止盈

悟空的花果山

09-05

我开仓了$NVDA 20250912 162.5 PUT$ ,给英伟达吓坏了😱

悟空的花果山

09-05

我平仓了$GOOGL 20260116 235.0 CALL$ ,平掉，还是别做空

悟空的花果山

09-05

我开仓了$SMC.HK 20250929 55.00 PUT$ ,看好中芯

悟空的花果山

09-05

我开仓了$ALB.HK 20251030 125.00 PUT$ ,回调sell put

去老虎APP查看更多动态

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182.5 CALL$</a> 以及 <a href=\"https://laohu8.com/OPT/NVDA 20251003 180 CALL\">$NVDA 20251003 180 CALL$&nbsp;</a> ，对冲buy call <a href=\"https://laohu8.com/OPT/NVDA 20251003 190 CALL\">$NVDA 20251003 190 CALL$&nbsp;</a> 以及<a href=\"https://laohu8.com/OPT/NVDA%2020251003%20187.5%20CALL\">$NVDA 20251003 187.5 CALL$</a> ，阻力跟上周类似低于185。看跌开仓就比较悲观了，虽然我预计依然很难跌到170以下 <a href=\"https://laohu8.com/OPT/NVDA%2020251003%20170.0%20PUT\">$NVDA 20251003 170.0 PUT$</a> ，但依旧有很多160以下开仓占据主导。不过还是跟上周看法一样，按区间波动考虑策略，跌到170附近sell put<a href=\"https://laohu8.com/OPT/NVDA%2020251003%20170.0%20PUT\">$NVDA 20251003 170.0 PUT$</a> ，180以上考虑sell call","text":"$英伟达(NVDA)$ 看了一下极端的开仓价差，不排除10月3日这周比上周波动更剧烈。具体表现为机构sell call $NVDA 20251003 182.5 CALL$ 以及 $NVDA 20251003 180 CALL$ ，对冲buy call $NVDA 20251003 190 CALL$ 以及$NVDA 20251003 187.5 CALL$ ，阻力跟上周类似低于185。看跌开仓就比较悲观了，虽然我预计依然很难跌到170以下 $NVDA 20251003 170.0 PUT$ ，但依旧有很多160以下开仓占据主导。不过还是跟上周看法一样，按区间波动考虑策略，跌到170附近sell put$NVDA 20251003 170.0 PUT$ ，180以上考虑sell 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href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a>,定投","listText":"我开仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a>,定投","text":"我开仓了$纳指100ETF(QQQ)$ 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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 如果你问今天晚上怎么操作美光，我还是会接着sell put。当然可能今晚关注美光的人比较少，因为财报波动实在是不显眼。但这份财报牛逼在于，9月美光涨了39%，但财报披露后股价居然没怎么跌，在美股这种利好落地就跑路的地方，可见数据含金量有多高。考虑财报前sell call几乎看齐200，这大概率就是美光的下一个目标价了。sell put行权价保守选择150以下 <a href=\"https://laohu8.com/OPT/MU%2020251003%20150.0%20PUT\">$MU 20251003 150.0 PUT$</a> 。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 目前所有AI概念股都面临一波重新估值，多空竞争非常激烈。阿里巴巴作为国内最大云服务商之一，自然也需要面临股价是否涨幅过高的拷问。在周三跳涨前整体预期是可能回调150，但远期继续看涨到200。周三跳涨后这波盘整就要重新考虑了，主要是sell put行权价不太好选，150实在是没有多少利润。周二有大单买入远期call做多150～240区间：买入 <a href=\"https://laohu8.com/OPT/BABA%2020270115%20150.0%20CALL\">$BABA 20270115 150.0 CALL$</a> ，卖出 <a href=\"https://laohu8.com/OPT/BABA%2020270115%20240.0%20CALL\">$BABA 20270115 240.0 CALL$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周继续狭窄区间","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 如果你问今天晚上怎么操作美光，我还是会接着sell put。当然可能今晚关注美光的人比较少，因为财报波动实在是不显眼。但这份财报牛逼在于，9月美光涨了39%，但财报披露后股价居然没怎么跌，在美股这种利好落地就跑路的地方，可见数据含金量有多高。考虑财报前sell call几乎看齐200，这大概率就是美光的下一个目标价了。sell put行权价保守选择150以下 <a href=\"https://laohu8.com/OPT/MU%2020251003%20150.0%20PUT\">$MU 20251003 150.0 PUT$</a> 。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 目前所有AI概念股都面临一波重新估值，多空竞争非常激烈。阿里巴巴作为国内最大云服务商之一，自然也需要面临股价是否涨幅过高的拷问。在周三跳涨前整体预期是可能回调150，但远期继续看涨到200。周三跳涨后这波盘整就要重新考虑了，主要是sell put行权价不太好选，150实在是没有多少利润。周二有大单买入远期call做多150～240区间：买入 <a href=\"https://laohu8.com/OPT/BABA%2020270115%20150.0%20CALL\">$BABA 20270115 150.0 CALL$</a> ，卖出 <a href=\"https://laohu8.com/OPT/BABA%2020270115%20240.0%20CALL\">$BABA 20270115 240.0 CALL$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周继续狭窄区间","text":"$美光科技(MU)$ 如果你问今天晚上怎么操作美光，我还是会接着sell put。当然可能今晚关注美光的人比较少，因为财报波动实在是不显眼。但这份财报牛逼在于，9月美光涨了39%，但财报披露后股价居然没怎么跌，在美股这种利好落地就跑路的地方，可见数据含金量有多高。考虑财报前sell call几乎看齐200，这大概率就是美光的下一个目标价了。sell put行权价保守选择150以下 $MU 20251003 150.0 PUT$ 。 $阿里巴巴(BABA)$ 目前所有AI概念股都面临一波重新估值，多空竞争非常激烈。阿里巴巴作为国内最大云服务商之一，自然也需要面临股价是否涨幅过高的拷问。在周三跳涨前整体预期是可能回调150，但远期继续看涨到200。周三跳涨后这波盘整就要重新考虑了，主要是sell put行权价不太好选，150实在是没有多少利润。周二有大单买入远期call做多150～240区间：买入 $BABA 20270115 150.0 CALL$ ，卖出 $BABA 20270115 240.0 CALL$ $英伟达(NVDA)$ 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,价格不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479140778013104","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479140263092320,"gmtCreate":1757996364612,"gmtModify":1759225007656,"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\">$特斯拉(TSLA)$&nbsp;</a>,定投","listText":"我开仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,定投","text":"我开仓了$特斯拉(TSLA)$ ,定投","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479140263092320","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478964310094648,"gmtCreate":1757953361859,"gmtModify":1757953364138,"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":"tsla 下周再涨吧 现在太可怕了😱","listText":"tsla 下周再涨吧 现在太可怕了😱","text":"tsla 下周再涨吧 现在太可怕了😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478964310094648","repostId":"478937863114952","repostType":1,"repost":{"id":478937863114952,"gmtCreate":1757948024700,"gmtModify":1757948121659,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"市场翻脸！？sell call大单做空甲骨文","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉开盘拉到426然后回调了，为什么呢？因为机构sell call大仓位再次被逼空平仓了。周五机构做空最高的价差区间是405 <a href=\"https://laohu8.com/OPT/TSLA 20250919 405.0 CALL\">$TSLA 20250919 405.0 CALL$&nbsp;</a> ～425 <a href=\"https://laohu8.com/OPT/TSLA 20250919 425.0 CALL\">$TSLA 20250919 425.0 CALL$&nbsp;</a> ，预期股价低于405，对冲买入425call。其他区间如图蓝色部分，可以自行把低价和高价配对。总之结果就如上周预言，直接来了个连续逼空，从392.5一直爆到425。不出意外开盘再度roll 仓，机构先把价内的395～415价差平仓锊，上调做空区间432.5 <a href=\"https://laohu8.com/OPT/TSLA 20250919 432.5 CALL\">$TSLA 20250919 432.5 CALL$&nbsp;</a> ～452.5<a href=\"https://laohu8.com/OPT/TSLA 20250919 452.5 CALL\">$TSLA 20250919 452.5 CALL$&nbsp;</a>，预计本周股价不高于432.5，对冲452.5总感觉上周甲骨文老板过于风光激起了马斯克的胜负心。熟悉马斯克的朋友都知道，老马人生最爱干的事第一是创业，第二就是当榜一大哥，别管是哪个榜。所以我总感觉吧，恐怕特斯拉这波不会停留在420，可以视回调情况做多。 <a href=\"https://laohu8.com/S/TSLL\">$D</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉开盘拉到426然后回调了，为什么呢？因为机构sell call大仓位再次被逼空平仓了。周五机构做空最高的价差区间是405 <a href=\"https://laohu8.com/OPT/TSLA 20250919 405.0 CALL\">$TSLA 20250919 405.0 CALL$&nbsp;</a> ～425 <a href=\"https://laohu8.com/OPT/TSLA 20250919 425.0 CALL\">$TSLA 20250919 425.0 CALL$&nbsp;</a> ，预期股价低于405，对冲买入425call。其他区间如图蓝色部分，可以自行把低价和高价配对。总之结果就如上周预言，直接来了个连续逼空，从392.5一直爆到425。不出意外开盘再度roll 仓，机构先把价内的395～415价差平仓锊，上调做空区间432.5 <a href=\"https://laohu8.com/OPT/TSLA 20250919 432.5 CALL\">$TSLA 20250919 432.5 CALL$&nbsp;</a> ～452.5<a href=\"https://laohu8.com/OPT/TSLA 20250919 452.5 CALL\">$TSLA 20250919 452.5 CALL$&nbsp;</a>，预计本周股价不高于432.5，对冲452.5总感觉上周甲骨文老板过于风光激起了马斯克的胜负心。熟悉马斯克的朋友都知道，老马人生最爱干的事第一是创业，第二就是当榜一大哥，别管是哪个榜。所以我总感觉吧，恐怕特斯拉这波不会停留在420，可以视回调情况做多。 <a href=\"https://laohu8.com/S/TSLL\">$D</a>","text":"$特斯拉(TSLA)$ 特斯拉开盘拉到426然后回调了，为什么呢？因为机构sell call大仓位再次被逼空平仓了。周五机构做空最高的价差区间是405 $TSLA 20250919 405.0 CALL$ ～425 $TSLA 20250919 425.0 CALL$ ，预期股价低于405，对冲买入425call。其他区间如图蓝色部分，可以自行把低价和高价配对。总之结果就如上周预言，直接来了个连续逼空，从392.5一直爆到425。不出意外开盘再度roll 仓，机构先把价内的395～415价差平仓锊，上调做空区间432.5 $TSLA 20250919 432.5 CALL$ ～452.5$TSLA 20250919 452.5 CALL$ ，预计本周股价不高于432.5，对冲452.5总感觉上周甲骨文老板过于风光激起了马斯克的胜负心。熟悉马斯克的朋友都知道，老马人生最爱干的事第一是创业，第二就是当榜一大哥，别管是哪个榜。所以我总感觉吧，恐怕特斯拉这波不会停留在420，可以视回调情况做多。 $D","images":[{"img":"https://static.tigerbbs.com/7dbfd9af80893be8a5843563d311b266","width":"1040","height":"1058"},{"img":"https://static.tigerbbs.com/2af8ab87d4fafc5086a2199321ce954a","width":"2474","height":"258"},{"img":"https://static.tigerbbs.com/12874befaff2efa15e9ecf45adbdddbf","width":"2480","height":"100"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478937863114952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477334128853104,"gmtCreate":1757558673832,"gmtModify":1759225007706,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a 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CALL$</a> 根据前两周观察，行权价选择比较偏向股价波动支撑位和阻力位，也就是本周CRWV会在80～97.5区间波动。所以NBIS上周五开仓的67call和58put应该也类似，要不然不会在周一关仓。我比较倾向于这个策略交易方是正股持有者进行持仓管理，要不然知道利好消息难道不应该马上加仓吗？如果不出意外机构会在今晚重新开仓，到时候就有可以参考的波动区间了，CRWV同理。 <a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> GME将在9月9日盘后公布财报，值得注意的是，今年GME的远期看涨和看跌期权都特","text":"$NEBIUS(NBIS)$ NBIS突然暴涨50%，不过很遗憾告诉大家，期权开仓没什么反应。这种级别的利好，提前布局一般会买价外看涨期权，不过从看涨开仓来看几乎没有提前布局。不过值得一提的是，NBIS这样的小公司也是有机构埋伏做当周策略的，只不过跟大家期盼的不太一样，机构上周五建仓后于周一又平仓了：跟成熟科技股的看涨价差套利策略不一样，对于小科技股机构选择了看涨和看跌各一条腿，但具体这两条腿的开仓方向，我一直都没太琢磨明白。好消息是 $CoreWeave, Inc.(CRWV)$ 也是一样的策略，比如机构开仓了本周到期的 $CRWV 20250912 80.0 PUT$ $CRWV 20250912 97.5 CALL$ 根据前两周观察，行权价选择比较偏向股价波动支撑位和阻力位，也就是本周CRWV会在80～97.5区间波动。所以NBIS上周五开仓的67call和58put应该也类似，要不然不会在周一关仓。我比较倾向于这个策略交易方是正股持有者进行持仓管理，要不然知道利好消息难道不应该马上加仓吗？如果不出意外机构会在今晚重新开仓，到时候就有可以参考的波动区间了，CRWV同理。 $游戏驿站(GME)$ 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PUT\">$TLT 20250926 86.0 PUT$&nbsp;</a>,止盈","text":"我平仓了$TLT 20250926 86.0 PUT$ ,止盈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476512248356944","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475456637403688,"gmtCreate":1757081567251,"gmtModify":1757746096048,"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/NVDA 20250912 162.5 PUT\">$NVDA 20250912 162.5 PUT$&nbsp;</a>,给英伟达吓坏了😱","listText":"我开仓了<a href=\"https://laohu8.com/OPT/NVDA 20250912 162.5 PUT\">$NVDA 20250912 162.5 PUT$&nbsp;</a>,给英伟达吓坏了😱","text":"我开仓了$NVDA 20250912 162.5 PUT$ ,给英伟达吓坏了😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475456637403688","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475445676871888,"gmtCreate":1757079551577,"gmtModify":1757079575254,"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 20260116 235.0 CALL\">$GOOGL 20260116 235.0 CALL$&nbsp;</a>,平掉，还是别做空","listText":"我平仓了<a href=\"https://laohu8.com/OPT/GOOGL 20260116 235.0 CALL\">$GOOGL 20260116 235.0 CALL$&nbsp;</a>,平掉，还是别做空","text":"我平仓了$GOOGL 20260116 235.0 CALL$ ,平掉，还是别做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475445676871888","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475411341054640,"gmtCreate":1757070510734,"gmtModify":1758174842315,"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/SMC.HK 20250929 55.00 PUT\">$SMC.HK 20250929 55.00 PUT$&nbsp;</a>,看好中芯","listText":"我开仓了<a href=\"https://laohu8.com/OPT/SMC.HK 20250929 55.00 PUT\">$SMC.HK 20250929 55.00 PUT$&nbsp;</a>,看好中芯","text":"我开仓了$SMC.HK 20250929 55.00 PUT$ ,看好中芯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475411341054640","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475409500201024,"gmtCreate":1757070501888,"gmtModify":1759225007731,"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 20251030 125.00 PUT\">$ALB.HK 20251030 125.00 PUT$&nbsp;</a>,回调sell put","listText":"我开仓了<a href=\"https://laohu8.com/OPT/ALB.HK 20251030 125.00 PUT\">$ALB.HK 20251030 125.00 PUT$&nbsp;</a>,回调sell put","text":"我开仓了$ALB.HK 20251030 125.00 PUT$ ,回调sell put","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475409500201024","isVote":1,"tweetType":1,"viewCount":721,"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":4731,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"搞钱树","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$腾讯控股(00700)$ 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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":15941,"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":12977,"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":9733,"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":3657,"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":8552,"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.\">$TSLA 20250214 350.0 PUT$&nbsp;</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.\">$TSLA 20250214 350.0 PUT$&nbsp;</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":5212,"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\">$NVDA 20250131 110.0 PUT$&nbsp;</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\">$NVDA 20250131 110.0 PUT$&nbsp;</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":6972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","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>&nbsp;","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>&nbsp;","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":2247,"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\">$英伟达(NVDA)$&nbsp;</a>,嗯 被安排提前行权.....","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</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":6311,"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":6,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492038627508436","authorIdStr":"3492038627508436"},"themes":[],"htmlText":"<a 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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 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