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0勋章

07-14

$上证指数(000001.SH)$ 3700可期

07-14

$上证指数(000001.SH)$

04-09

这篇文章不错，转发给大家看看

@美股解毒师:段永平4亿美金抄底美股巨头+腾讯

03-04

$英伟达(NVDA)$ AI是未来

02-15

英伟达持仓概念股NEBIUS(NBIS.US)涨6.69%，文远知行(WRD.US)涨83.46%。概念真多，谁懂呀[财迷]

隔夜美股 | 三大指数本周均录得涨幅 “大空头”Michael Burry建仓拼多多(PDD.US)

02-14

$黄金/美元(XAUUSD.FOREX)$

02-08

$特斯拉(TSLA)$ 看跌呀，太贵了，打半折后可以进

01-27

$英伟达(NVDA)$ 完了完了，deepseek威力太大了，把纳斯达克、美帝科技都干崩了

2024-12-23

有机会，等机会有机会，等机会

2024-12-20

$英伟达(NVDA)$ GPU yyds

2024-12-19

小孩才做选择题

2024-11-28

666

@陈达美股投资:你多看会天上的云，她就为你飘舞：贝壳Q3财报分析

2024-11-27

$美团-W(03690)$ 看好美团业务发展前景，冲鸭

2023-12-27

抄就完了，抄就完了，抄就完了，

2023-12-18

哈哈哈，哦哦哦，呵呵呵

2023-12-15

逆势🛫，先来个20+吧

2022-11-09

[流泪]

抱歉，原内容已删除

2022-08-23

多读读财报

美股财报入门课：第1课：从美股开始学财报的三大好处

2022-07-08

美国经济衰退[捂脸]

抱歉，原内容已删除

2022-07-08

美国经济衰退[捂脸]

抱歉，原内容已删除

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data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456473526051008","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":422347845149344,"gmtCreate":1744142230576,"gmtModify":1744142232020,"author":{"id":"3493093228271646","authorId":"3493093228271646","name":"yangwm","avatar":"https://static.tigerbbs.com/9d792ee8e41c248414146e09e397b6b4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493093228271646","authorIdStr":"3493093228271646"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422347845149344","repostId":"422235905220856","repostType":1,"repost":{"id":422235905220856,"gmtCreate":1744092189921,"gmtModify":1744099803820,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"段永平4亿美金抄底美股巨头+腾讯","htmlText":"前几天因空仓窃喜的段永平又出手了，刚晒出了4月7号加仓的记录，已然是熟悉的sell put。总结来看，合约标的名义价值超过4亿美元，获得权利金超过3000万美元具体来看涉及的标的包括： <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 以及港股的 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>涉及的期限：从末日到8个月后。包括本周的4月11日到期，到本月的4月25日到期、5月到期，一直到2026年1月到期都有，其中本周到期的（近末日期权）的占比较高；涉及的行权价：本周到期的大多是平价（ATM）或者离现价5%以内的OTM（价外）PUT，而远期的期权则从10-20% OTM为主。美股方面：AAPL的行权价为180、175；NVDA的行权价90、93、94、95、97、98；TSM的行权价为144；GOOGL的行权价为144、149港股方面，腾讯的期权从本周（4.11周期权）开始，一直到9月（月期权），行权价格440（ATM），各sell了100张。如果全部被行权，总价值达5280万港币（约6800万美元）","listText":"前几天因空仓窃喜的段永平又出手了，刚晒出了4月7号加仓的记录，已然是熟悉的sell put。总结来看，合约标的名义价值超过4亿美元，获得权利金超过3000万美元具体来看涉及的标的包括： <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 以及港股的 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>涉及的期限：从末日到8个月后。包括本周的4月11日到期，到本月的4月25日到期、5月到期，一直到2026年1月到期都有，其中本周到期的（近末日期权）的占比较高；涉及的行权价：本周到期的大多是平价（ATM）或者离现价5%以内的OTM（价外）PUT，而远期的期权则从10-20% OTM为主。美股方面：AAPL的行权价为180、175；NVDA的行权价90、93、94、95、97、98；TSM的行权价为144；GOOGL的行权价为144、149港股方面，腾讯的期权从本周（4.11周期权）开始，一直到9月（月期权），行权价格440（ATM），各sell了100张。如果全部被行权，总价值达5280万港币（约6800万美元）","text":"前几天因空仓窃喜的段永平又出手了，刚晒出了4月7号加仓的记录，已然是熟悉的sell put。总结来看，合约标的名义价值超过4亿美元，获得权利金超过3000万美元具体来看涉及的标的包括： $英伟达(NVDA)$ $苹果(AAPL)$ $台积电(TSM)$ $谷歌(GOOG)$ 以及港股的 $腾讯控股(00700)$涉及的期限：从末日到8个月后。包括本周的4月11日到期，到本月的4月25日到期、5月到期，一直到2026年1月到期都有，其中本周到期的（近末日期权）的占比较高；涉及的行权价：本周到期的大多是平价（ATM）或者离现价5%以内的OTM（价外）PUT，而远期的期权则从10-20% OTM为主。美股方面：AAPL的行权价为180、175；NVDA的行权价90、93、94、95、97、98；TSM的行权价为144；GOOGL的行权价为144、149港股方面，腾讯的期权从本周（4.11周期权）开始，一直到9月（月期权），行权价格440（ATM），各sell了100张。如果全部被行权，总价值达5280万港币（约6800万美元）","images":[{"img":"https://static.tigerbbs.com/f19bc3550c3f9f1e3090679f6428457d"},{"img":"https://static.tigerbbs.com/7360c3dd1098aab6923306524d52a1b3"},{"img":"https://static.tigerbbs.com/eaae1345be354460a41259de0db2c572"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422235905220856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409788253250000,"gmtCreate":1741055843754,"gmtModify":1741055845036,"author":{"id":"3493093228271646","authorId":"3493093228271646","name":"yangwm","avatar":"https://static.tigerbbs.com/9d792ee8e41c248414146e09e397b6b4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493093228271646","authorIdStr":"3493093228271646"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> AI是未来","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> AI是未来","text":"$英伟达(NVDA)$ AI是未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409788253250000","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403605080887328,"gmtCreate":1739579020439,"gmtModify":1739586123552,"author":{"id":"3493093228271646","authorId":"3493093228271646","name":"yangwm","avatar":"https://static.tigerbbs.com/9d792ee8e41c248414146e09e397b6b4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493093228271646","authorIdStr":"3493093228271646"},"themes":[],"htmlText":"英伟达持仓概念股NEBIUS(NBIS.US)涨6.69%，文远知行(WRD.US)涨83.46%。概念真多，谁懂呀[财迷]&nbsp;&nbsp;","listText":"英伟达持仓概念股NEBIUS(NBIS.US)涨6.69%，文远知行(WRD.US)涨83.46%。概念真多，谁懂呀[财迷]&nbsp;&nbsp;","text":"英伟达持仓概念股NEBIUS(NBIS.US)涨6.69%，文远知行(WRD.US)涨83.46%。概念真多，谁懂呀[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403605080887328","repostId":"2511646069","repostType":2,"repost":{"id":"2511646069","kind":"news","pubTimestamp":1739573497,"share":"https://www.laohu8.com/m/news/2511646069?lang=&edition=full","pubTime":"2025-02-15 06:51","market":"sh","language":"zh","title":"隔夜美股 | 三大指数本周均录得涨幅  “大空头”Michael Burry建仓拼多多(PDD.US)","url":"https://stock-news.laohu8.com/highlight/detail?id=2511646069","media":"智通财经","summary":"智通财经获悉，本周美股三大股指均录得涨幅，道指上涨0.55%，纳指上涨2.58%，标普500指数上涨1.47%。美国总统唐纳德·特朗普表示，他将公布新的汽车关税措施。美国1月零售销售创一年来最大跌幅。“大空头”Michael Burry减持阿里巴巴 建仓拼多多。电影《大空头》的华尔街原型、备受关注的对冲基金大鳄Michael Burry第四季大幅减持阿里巴巴，新建拼多多仓位。截至第四季末中概股约占Burry披露总持股市值的53%，低于前季的65%。","content":"<html><body><p>智通财经获悉，本周美股三大股指均录得涨幅，道指上涨0.55%，纳指上涨2.58%，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数上涨1.47%。下周一(2025年2月17日)是美国的总统日，美股将会休市，周二恢复交易。</p><p><strong>【美股】</strong>截至收盘，道指跌165.35点，跌幅为0.37%，报44546.08点；纳指涨81.13点，涨幅为0.41%，报20026.77点；标普500指数跌0.44点，跌幅为0.01%，报6114.63点。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>持仓概念股<a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a>(NBIS.US)涨6.69%，文远知行(WRD.US)涨83.46%。</p><p><strong>【欧股】</strong>德国DAX30指数跌101.02点，跌幅0.45%，报22510.27点；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌35.01点，跌幅0.40%，报8729.71点；法国CAC40指数涨14.43点，涨幅0.18%，报8178.54点；欧洲斯托克50指数跌9.75点，跌幅0.18%，报5490.75点；西班牙IBEX35指数涨23.13点，涨幅0.18%，报12958.33点；意大利富时MIB指数涨73.95点，涨幅0.20%，报37982.00点。</p><p><strong>【亚太股市】</strong>日经225指数跌0.79%，韩国KOSPI指数涨0.31%，印尼综合指数涨0.38%。</p><p><strong>【加密货币】</strong>比特币波动不大，报97121.37美元/枚。以太坊涨超1.5%，报2716.74美元/枚。</p><p><strong>【黄金】</strong>COMEX黄金期货跌1.76%，报2893.7美元/盎司，本周累涨0.21%；COMEX白银期货跌0.22%，报32.655美元/盎司，本周累涨0.65%。</p><p><strong>【美元】</strong>周五纽约尾盘，美元兑日元下跌0.32%，报152.31日元，本周累计上涨0.62%，周一至周三震荡上行，周三一度涨至154.80日元，周四和周五回吐过半的涨幅。欧元兑日元跌0.08%，报159.80日元，本周累涨2.19%，周二至周四持续上行，周五高位震荡；英镑兑日元跌0.14%，报191.698日元，本周累涨2.10%。</p><p><strong>【宏观消息】</strong></p><p><strong>美国汽车关税逼近 特朗普说时间就在4月2日左右。</strong>美国总统唐纳德·特朗普表示，他将公布新的汽车关税措施。“我们将在4月2号或者前后来，” 特朗普周五在椭圆形办公室对记者说。本周早些时候特朗普宣布了最早4月初生效的所谓对等关税。他还威胁要对能源、半导体和药品等行业另行加征关税。</p><p><strong>美国1月零售销售创一年来最大跌幅。</strong>根据美国商务部最新发布的数据，2025年1月的零售销售环比意外下滑0.9%，而前一个月即2024年12月的数据，在经历向上修正后，显示为0.7%的增长。1月数据远低于市场预期的-0.1%，并创下了自2024年1月以来最大的单月降幅，显示消费者在经历了2024年末几个月的狂热消费后，出现了显著的消费回落现象。若不计入汽车销售，零售销售额同样呈现出下滑趋势，下降了0.4%。</p><p><strong>美联储官员Logan：通胀率降低并不能保证会进一步降息。</strong>达拉斯联邦储备银行行长Lorie Logan敦促决策者未来几个月保持谨慎，重申通胀率降低未必会导致进一步降息。“即使我们确实拿到更好的数据 —— 看起来确实在靠近2% —— 我认为，我们也应该谨慎，”Logan周五在加利福尼亚州举行的讨论中表示，“因为如果劳动力市场和整体经济强劲，即使在那种环境下，也不一定意味着有进一步降息的空间。”“目前货币政策的限制程度确实存疑，因此我认为我们需要谨慎，”她周五表示。Logan表示，官员们可以监测未来数据。她说，如果决策者看到更多类似于2024年底显示劳动力市场稳健而通胀放缓的数据，则央行就可以说他们正在接近所谓的软着陆。Logan表示，她的重点仍然是物价稳定和实现央行2%的通胀目标。</p><p><strong>美联储隔夜逆回购协议使用规模降至2021年4月以来最低水平。</strong>美联储隔夜逆回购(RRP)协议使用量周五进一步下跌，降至近四年来的最低水平。周五约有22家对手方以RRP形式存放了588亿美元资金，为2021年4月以来最低，前一交易日为678亿美元。对手方数量也创2020年5月以来最低。</p><p><strong>期权交易员们投入1000万元，押注10年期美债收益率未来五周将达到5%创2023年以来最高。</strong>有期权交易员大举押注10年期美国国债收益率将在未来五周内跃升至5%。这一最新的押注意味着，如果10年期美国国债收益率在期权到期前上涨约0.5个百分点，押注者将获得高达1000万美元的回报，几乎是支付溢价的10倍。类似的押注（在一周后到期）是在周三CPI数据显示美国1月份通胀飙升之前进行的。虽然交易规模与上周超过10万份合约的押注相比相形见绌，但这笔期权押注的美国国债收益率目标却高得多。</p><p><strong>【个股消息】</strong></p><p><strong>“大空头”Michael Burry减持<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)  建仓<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)。</strong>电影《大空头》的华尔街原型、备受关注的对冲基金大鳄Michael Burry第四季大幅减持阿里巴巴，新建拼多多仓位。对Scion Asset Management LLC的13F申报分析发现，该对冲基金去年末减持5万份阿里巴巴ADR，幅度25%；买入7.5万份拼多多ADR；<a href=\"https://laohu8.com/S/BIDU\">百度</a>持仓不变。截至第四季末中概股约占Burry披露总持股市值的53%，低于前季的65%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>隔夜美股 | 三大指数本周均录得涨幅  “大空头”Michael Burry建仓拼多多(PDD.US)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n隔夜美股 | 三大指数本周均录得涨幅  “大空头”Michael Burry建仓拼多多(PDD.US)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-15 06:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1250287.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经获悉，本周美股三大股指均录得涨幅，道指上涨0.55%，纳指上涨2.58%，标普500指数上涨1.47%。下周一(2025年2月17日)是美国的总统日，美股将会休市，周二恢复交易。【美股】截至收盘，道指跌165.35点，跌幅为0.37%，报44546.08点；纳指涨81.13点，涨幅为0.41%，报20026.77点；标普500指数跌0.44点，跌幅为0.01%，报6114.63点。英伟达...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1250287.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","LU0737861772.HKD":"FIDELITY EMERGING ASIA 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1250287.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511646069","content_text":"智通财经获悉，本周美股三大股指均录得涨幅，道指上涨0.55%，纳指上涨2.58%，标普500指数上涨1.47%。下周一(2025年2月17日)是美国的总统日，美股将会休市，周二恢复交易。【美股】截至收盘，道指跌165.35点，跌幅为0.37%，报44546.08点；纳指涨81.13点，涨幅为0.41%，报20026.77点；标普500指数跌0.44点，跌幅为0.01%，报6114.63点。英伟达持仓概念股NEBIUS(NBIS.US)涨6.69%，文远知行(WRD.US)涨83.46%。【欧股】德国DAX30指数跌101.02点，跌幅0.45%，报22510.27点；英国富时100指数跌35.01点，跌幅0.40%，报8729.71点；法国CAC40指数涨14.43点，涨幅0.18%，报8178.54点；欧洲斯托克50指数跌9.75点，跌幅0.18%，报5490.75点；西班牙IBEX35指数涨23.13点，涨幅0.18%，报12958.33点；意大利富时MIB指数涨73.95点，涨幅0.20%，报37982.00点。【亚太股市】日经225指数跌0.79%，韩国KOSPI指数涨0.31%，印尼综合指数涨0.38%。【加密货币】比特币波动不大，报97121.37美元/枚。以太坊涨超1.5%，报2716.74美元/枚。【黄金】COMEX黄金期货跌1.76%，报2893.7美元/盎司，本周累涨0.21%；COMEX白银期货跌0.22%，报32.655美元/盎司，本周累涨0.65%。【美元】周五纽约尾盘，美元兑日元下跌0.32%，报152.31日元，本周累计上涨0.62%，周一至周三震荡上行，周三一度涨至154.80日元，周四和周五回吐过半的涨幅。欧元兑日元跌0.08%，报159.80日元，本周累涨2.19%，周二至周四持续上行，周五高位震荡；英镑兑日元跌0.14%，报191.698日元，本周累涨2.10%。【宏观消息】美国汽车关税逼近 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