ClutchJohn的个人主页 - 老虎社区

ClutchJohn

ClutchJohn

暂无个人介绍

IP属地：上海

57关注

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20主题

0勋章

2024-08-16

Mk

抱歉，原内容已删除

06-24

我开仓了1手$AAPL 20250801 190.0 PUT$ ,来看看我最新分享的订单！

06-24

我开仓了2手$AMD 20260515 135.0 CALL$ ,去查看订单详情。

06-24

我开仓了2手$NVDA 20260515 150.0 CALL$ ,去查看订单详情。

06-24

我开仓了3手$MIU.HK 20260629 57.50 CALL$ ,来看看我最新分享的订单！

06-24

我平仓了1手$CRCL 20250718 160.0 CALL$ ,来看看我最新分享的订单！

06-24

我开仓了2手$MIU.HK 20260629 57.50 CALL$ ,来看看我最新分享的订单！

06-24

我平仓了1手$MIU.HK 20250730 41.00 CALL$ ,来看看我最新分享的订单！

06-24

我平仓了1手$MIU.HK 20250730 44.00 CALL$ ,来看看我最新分享的订单！

06-24

我平仓了2手$MIU.HK 20250730 44.00 CALL$ ,来看看我最新分享的订单！

06-24

我平仓了2手$MIU.HK 20250730 41.00 CALL$ ,来看看我最新分享的订单！

02-12

是的，还有4000亿🤦🏻‍♂️

抱歉，原内容已删除

2024-05-12

Mk

@期权叨叨虎:如何应对股票震荡行情？赚期权的时间价值！

2023-07-25

Cy

抱歉，原内容已删除

2022-08-19

Cy

抱歉，原内容已删除

2022-08-06

Cy

@小虎AV:段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。本集精彩节选：计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]$网易(NTES)$ $腾讯控股(00700)$

2022-07-20

Cy

@OptionPlus:用期权玩转财报季（8）：巧用瑞银推荐的有限看涨策略Call Spread

2022-05-19

中国经济的缩影

@美股解毒师:Q1业绩全面不及预期，腾讯何时才能有所起色？

2022-04-18

Cy

抱歉，原内容已删除

2022-04-16

Cy

抱歉，原内容已删除

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,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449463971365352","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402741617099000,"gmtCreate":1739343694633,"gmtModify":1739343696336,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"是的，还有4000亿🤦🏻‍♂️","listText":"是的，还有4000亿🤦🏻‍♂️","text":"是的，还有4000亿🤦🏻‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402741617099000","repostId":"1117762646","repostType":2,"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338732490719464,"gmtCreate":1723739118671,"gmtModify":1723739120309,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"Mk","listText":"Mk","text":"Mk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338732490719464","repostId":"2459420234","repostType":2,"isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304974885416960,"gmtCreate":1715491343644,"gmtModify":1715491345395,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"Mk","listText":"Mk","text":"Mk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304974885416960","repostId":"304415165104272","repostType":1,"repost":{"id":304415165104272,"gmtCreate":1715330180045,"gmtModify":1715330205664,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期权叨叨虎","avatar":"https://static.tigerbbs.com/87212d005a0736e14fa8b5e673df8099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142574206948102","authorIdStr":"4142574206948102"},"themes":[],"title":"如何应对股票震荡行情？赚期权的时间价值！","htmlText":"震荡行情并不如趋势行情讨喜，因为它比趋势更难把握，更难琢磨。然而震荡才是市场的常态，市场上80%的走势都是震荡！很多非常优秀的交易者就是因为没有对震荡行情的精细把握和识别，而牺牲在趋势大行情黎明前的黑夜，让人扼腕叹息！期权除了涨、跌能获得利润外，还有这么一种策略能让我们在不涨不跌的情况下，以较小的风险来赚取期权的时间价值，这就是日历价差策略。什么是日历价差策略呢?日历价差是一种低风险、方向中性的策略，可以从时间的流逝和隐含波动率的增加中获利。该策略通常在底层证券的方向假设为中性时使用，即在最低隐含波动率环境中使用。日历价差用不同到期日的期权之间之间价值的特性，来赚取时间价值的差价。到期日近的期权时间价值消耗的更快，而到期日远的期权时间价值消耗的更慢，因此投资者可以卖出近月的合约，再买入远月相同的合约，前者时间价值收益为正，后者为负，但短期合约时间价值消失的会更多，因此我们就获得了净时间价值收入。从技术角度来说，日历价差提供了交易水平波动率偏差（两个时间点的不同波动水平）并利用theta加速率（时间衰减）的机会，同时还限制了delta的风险敞口（标的资产的期权价格）。无论是多头看涨，还是多头看空，该策略的收益率曲线都是中间高，两头低，即随着时间流逝，标的物的价格越靠近建仓时的价格，策略的收益就越大，股票价格等于看涨期权到期日的看涨期权的行使价，则可实现最大利润。多头看涨日历价差案例一位交易者认为特斯拉在7月时会大幅反弹，而在6月之前市场会保持平稳。资料来源：老虎国际投资者可以买入一份7月的看涨期权。但是，由于离期权到期的时间很长，看涨期权的价格会很高。投资者可以卖出一份短期内到期的看涨期权，以抵消部分期权费支出。买入日历价差策略：卖出一份行权价为180，到期日为6月7日的看涨期权（490美元），买入一份行权价为180，到期日为7月19日的看涨期权（1085美元），净权利金支出","listText":"震荡行情并不如趋势行情讨喜，因为它比趋势更难把握，更难琢磨。然而震荡才是市场的常态，市场上80%的走势都是震荡！很多非常优秀的交易者就是因为没有对震荡行情的精细把握和识别，而牺牲在趋势大行情黎明前的黑夜，让人扼腕叹息！期权除了涨、跌能获得利润外，还有这么一种策略能让我们在不涨不跌的情况下，以较小的风险来赚取期权的时间价值，这就是日历价差策略。什么是日历价差策略呢?日历价差是一种低风险、方向中性的策略，可以从时间的流逝和隐含波动率的增加中获利。该策略通常在底层证券的方向假设为中性时使用，即在最低隐含波动率环境中使用。日历价差用不同到期日的期权之间之间价值的特性，来赚取时间价值的差价。到期日近的期权时间价值消耗的更快，而到期日远的期权时间价值消耗的更慢，因此投资者可以卖出近月的合约，再买入远月相同的合约，前者时间价值收益为正，后者为负，但短期合约时间价值消失的会更多，因此我们就获得了净时间价值收入。从技术角度来说，日历价差提供了交易水平波动率偏差（两个时间点的不同波动水平）并利用theta加速率（时间衰减）的机会，同时还限制了delta的风险敞口（标的资产的期权价格）。无论是多头看涨，还是多头看空，该策略的收益率曲线都是中间高，两头低，即随着时间流逝，标的物的价格越靠近建仓时的价格，策略的收益就越大，股票价格等于看涨期权到期日的看涨期权的行使价，则可实现最大利润。多头看涨日历价差案例一位交易者认为特斯拉在7月时会大幅反弹，而在6月之前市场会保持平稳。资料来源：老虎国际投资者可以买入一份7月的看涨期权。但是，由于离期权到期的时间很长，看涨期权的价格会很高。投资者可以卖出一份短期内到期的看涨期权，以抵消部分期权费支出。买入日历价差策略：卖出一份行权价为180，到期日为6月7日的看涨期权（490美元），买入一份行权价为180，到期日为7月19日的看涨期权（1085美元），净权利金支出","text":"震荡行情并不如趋势行情讨喜，因为它比趋势更难把握，更难琢磨。然而震荡才是市场的常态，市场上80%的走势都是震荡！很多非常优秀的交易者就是因为没有对震荡行情的精细把握和识别，而牺牲在趋势大行情黎明前的黑夜，让人扼腕叹息！期权除了涨、跌能获得利润外，还有这么一种策略能让我们在不涨不跌的情况下，以较小的风险来赚取期权的时间价值，这就是日历价差策略。什么是日历价差策略呢?日历价差是一种低风险、方向中性的策略，可以从时间的流逝和隐含波动率的增加中获利。该策略通常在底层证券的方向假设为中性时使用，即在最低隐含波动率环境中使用。日历价差用不同到期日的期权之间之间价值的特性，来赚取时间价值的差价。到期日近的期权时间价值消耗的更快，而到期日远的期权时间价值消耗的更慢，因此投资者可以卖出近月的合约，再买入远月相同的合约，前者时间价值收益为正，后者为负，但短期合约时间价值消失的会更多，因此我们就获得了净时间价值收入。从技术角度来说，日历价差提供了交易水平波动率偏差（两个时间点的不同波动水平）并利用theta加速率（时间衰减）的机会，同时还限制了delta的风险敞口（标的资产的期权价格）。无论是多头看涨，还是多头看空，该策略的收益率曲线都是中间高，两头低，即随着时间流逝，标的物的价格越靠近建仓时的价格，策略的收益就越大，股票价格等于看涨期权到期日的看涨期权的行使价，则可实现最大利润。多头看涨日历价差案例一位交易者认为特斯拉在7月时会大幅反弹，而在6月之前市场会保持平稳。资料来源：老虎国际投资者可以买入一份7月的看涨期权。但是，由于离期权到期的时间很长，看涨期权的价格会很高。投资者可以卖出一份短期内到期的看涨期权，以抵消部分期权费支出。买入日历价差策略：卖出一份行权价为180，到期日为6月7日的看涨期权（490美元），买入一份行权价为180，到期日为7月19日的看涨期权（1085美元），净权利金支出","images":[{"img":"https://static.tigerbbs.com/01d223b3f95e382c0205fa2c1558a36c","width":"831","height":"413"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304415165104272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201473709645864,"gmtCreate":1690214549584,"gmtModify":1690214550789,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"Cy","listText":"Cy","text":"Cy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201473709645864","repostId":"1107296224","repostType":2,"isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":687851716,"gmtCreate":1660884703140,"gmtModify":1660884703140,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"Cy","listText":"Cy","text":"Cy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687851716","repostId":"2260691983","repostType":2,"isVote":1,"tweetType":1,"viewCount":2578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685566534,"gmtCreate":1659717936030,"gmtModify":1659717936030,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"Cy","listText":"Cy","text":"Cy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685566534","repostId":"685629780","repostType":1,"repost":{"id":685629780,"gmtCreate":1659612195250,"gmtModify":1659626870379,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"【段永平投资笔记】投资不怕集中","htmlText":"\n \n \n  段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。本集精彩节选：计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>\n \n","listText":"段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。本集精彩节选：计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","text":"段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。本集精彩节选：计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]$网易(NTES)$ 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Spread","htmlText":"财报季进入最具看点的两周，UBS瑞银的衍生品部门竟然介绍客户在这个财报季开始时候做Call Spreads。瑞幸的衍生品部分主管Stuart Kaiser说，预计进入财报季后期权的波动率会提升，导致巨无霸的期权变得很贵。但对于一些公司，看涨期权或者看涨价差仍然具备很强吸引力，比如，苹果、<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 和Meta，因为这些股票今年以来已经跌了很多，其中唯一跑赢标普500的是苹果，但今年以来仍累计跌幅15%。过去两个财报季，我都推荐大家做跨式期权，这是特别适应于做波动的策略：<a href=\"https://laohu8.com/TW/633536939\" target=\"_blank\">如何用期权玩转财报季：连高盛都推荐跨式期权了！</a><a href=\"https://laohu8.com/TW/613119479\" target=\"_blank\">最适合这个财报季的期权策略又是它？</a>今天想介绍一下UBS这个Call Spread。大家都知道Call 看涨期权是下注单个标的能够涨或者涨到执行价格，比如买入7月29日到期的苹果155的CALL，意思是在7月29日前看涨苹果股价，如果在到期时候苹果股价能高于155美元就会被行权买入正股。Sell Call，是卖出一个看涨期权，意味着不认为股价会涨到执行价格。比如，卖出7月29日到期的苹果155的Call，意思是是认为苹果股价到期之前不会涨到155美元，赚取了这个Call的权利金。如果到期股价涨到了，则会被动以执行价格做空苹果正股。那么Bull Call Spread，则是买入一个看涨期权Call，然后再卖出一个到期日相同到更高执","listText":"财报季进入最具看点的两周，UBS瑞银的衍生品部门竟然介绍客户在这个财报季开始时候做Call Spreads。瑞幸的衍生品部分主管Stuart Kaiser说，预计进入财报季后期权的波动率会提升，导致巨无霸的期权变得很贵。但对于一些公司，看涨期权或者看涨价差仍然具备很强吸引力，比如，苹果、<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 和Meta，因为这些股票今年以来已经跌了很多，其中唯一跑赢标普500的是苹果，但今年以来仍累计跌幅15%。过去两个财报季，我都推荐大家做跨式期权，这是特别适应于做波动的策略：<a href=\"https://laohu8.com/TW/633536939\" target=\"_blank\">如何用期权玩转财报季：连高盛都推荐跨式期权了！</a><a href=\"https://laohu8.com/TW/613119479\" target=\"_blank\">最适合这个财报季的期权策略又是它？</a>今天想介绍一下UBS这个Call Spread。大家都知道Call 看涨期权是下注单个标的能够涨或者涨到执行价格，比如买入7月29日到期的苹果155的CALL，意思是在7月29日前看涨苹果股价，如果在到期时候苹果股价能高于155美元就会被行权买入正股。Sell Call，是卖出一个看涨期权，意味着不认为股价会涨到执行价格。比如，卖出7月29日到期的苹果155的Call，意思是是认为苹果股价到期之前不会涨到155美元，赚取了这个Call的权利金。如果到期股价涨到了，则会被动以执行价格做空苹果正股。那么Bull Call Spread，则是买入一个看涨期权Call，然后再卖出一个到期日相同到更高执","text":"财报季进入最具看点的两周，UBS瑞银的衍生品部门竟然介绍客户在这个财报季开始时候做Call Spreads。瑞幸的衍生品部分主管Stuart Kaiser说，预计进入财报季后期权的波动率会提升，导致巨无霸的期权变得很贵。但对于一些公司，看涨期权或者看涨价差仍然具备很强吸引力，比如，苹果、$亚马逊(AMZN)$ 、$特斯拉(TSLA)$ 和Meta，因为这些股票今年以来已经跌了很多，其中唯一跑赢标普500的是苹果，但今年以来仍累计跌幅15%。过去两个财报季，我都推荐大家做跨式期权，这是特别适应于做波动的策略：如何用期权玩转财报季：连高盛都推荐跨式期权了！最适合这个财报季的期权策略又是它？今天想介绍一下UBS这个Call Spread。大家都知道Call 看涨期权是下注单个标的能够涨或者涨到执行价格，比如买入7月29日到期的苹果155的CALL，意思是在7月29日前看涨苹果股价，如果在到期时候苹果股价能高于155美元就会被行权买入正股。Sell Call，是卖出一个看涨期权，意味着不认为股价会涨到执行价格。比如，卖出7月29日到期的苹果155的Call，意思是是认为苹果股价到期之前不会涨到155美元，赚取了这个Call的权利金。如果到期股价涨到了，则会被动以执行价格做空苹果正股。那么Bull Call Spread，则是买入一个看涨期权Call，然后再卖出一个到期日相同到更高执","images":[{"img":"https://static.tigerbbs.com/4fe5a302e774827d359550540209cd6d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686324269","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615233290,"gmtCreate":1652965127010,"gmtModify":1652965127010,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"中国经济的缩影","listText":"中国经济的缩影","text":"中国经济的缩影","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615233290","repostId":"615835055","repostType":1,"repost":{"id":615835055,"gmtCreate":1652872703744,"gmtModify":1652876799747,"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":"Q1业绩全面不及预期，腾讯何时才能有所起色？","htmlText":"——腾讯业绩就是社会经济活动的最好体现 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 5月18日盘后公布的2022年第一季度财报，虽然不及早前市场预期，但放在现在整个经济环境里也是情理之中。 整体业绩概览 营收1355亿元，同比持平；净利润234亿元，同比下滑51%，非国际财务报告准则下，净利润255亿元，同比下降23%。 其中网络广告业务收入180亿元，同比下降18%，是最主要拖累营收的一项。但是相比起来，金融科技业务的收入更不及预期。下表展示了各项业务的实际值与预期值的对比。 这一结果，与两天前马化腾在《可持续社会价值报告》中表示的“借此换档，创造更高质量发展”的内容吻合，也是腾讯自去年Q4之后，连续第三个季度利润下降。 游戏中规中矩，视频号成亮点 增值服务收入727亿元，同比增长0.35%，几乎是增长的“命悬一线”。其中游戏业务436亿元于去年持平，包含腾讯视频、直播等在内的社交网络业务同比增长1.04%至291亿元。 游戏业务的增速其实从过去几个季度的递延收入就可以预测到。 其中本季度本土游戏收入甚至下滑了1%。此前，腾讯曾乐观地公布未成年人的流水贡献占比约为2%，然而对游戏来说，不付费的活跃用户也给付费用户提供重要场景贡献。尤其是在腾讯的几款当家游戏——《王者荣耀》《和平精英》等，都是需要通过“排位”来实现游戏者需求的。 但话说回来，任何爆款游戏皆有周期，若没有新游戏接棒，日暮西山也是时间问题，也难怪投资者对游戏版号的敏感性一直很高。 另外，游戏其实也会受到宏观环境的影响，一个居民可支配收入，另一个是娱乐消费的意愿。当下，疫情不断出现，互联网公司开启“裁员潮”，都能从一定程度上使得消费意愿趋于保守。 国际市场游戏收入增长4%，不过要注意，人民币在今年Q1依然坚挺，而腾讯出海游戏的主要市场——东南亚、日","listText":"——腾讯业绩就是社会经济活动的最好体现 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 5月18日盘后公布的2022年第一季度财报，虽然不及早前市场预期，但放在现在整个经济环境里也是情理之中。 整体业绩概览 营收1355亿元，同比持平；净利润234亿元，同比下滑51%，非国际财务报告准则下，净利润255亿元，同比下降23%。 其中网络广告业务收入180亿元，同比下降18%，是最主要拖累营收的一项。但是相比起来，金融科技业务的收入更不及预期。下表展示了各项业务的实际值与预期值的对比。 这一结果，与两天前马化腾在《可持续社会价值报告》中表示的“借此换档，创造更高质量发展”的内容吻合，也是腾讯自去年Q4之后，连续第三个季度利润下降。 游戏中规中矩，视频号成亮点 增值服务收入727亿元，同比增长0.35%，几乎是增长的“命悬一线”。其中游戏业务436亿元于去年持平，包含腾讯视频、直播等在内的社交网络业务同比增长1.04%至291亿元。 游戏业务的增速其实从过去几个季度的递延收入就可以预测到。 其中本季度本土游戏收入甚至下滑了1%。此前，腾讯曾乐观地公布未成年人的流水贡献占比约为2%，然而对游戏来说，不付费的活跃用户也给付费用户提供重要场景贡献。尤其是在腾讯的几款当家游戏——《王者荣耀》《和平精英》等，都是需要通过“排位”来实现游戏者需求的。 但话说回来，任何爆款游戏皆有周期，若没有新游戏接棒，日暮西山也是时间问题，也难怪投资者对游戏版号的敏感性一直很高。 另外，游戏其实也会受到宏观环境的影响，一个居民可支配收入，另一个是娱乐消费的意愿。当下，疫情不断出现，互联网公司开启“裁员潮”，都能从一定程度上使得消费意愿趋于保守。 国际市场游戏收入增长4%，不过要注意，人民币在今年Q1依然坚挺，而腾讯出海游戏的主要市场——东南亚、日","text":"——腾讯业绩就是社会经济活动的最好体现 $腾讯控股(00700)$ 5月18日盘后公布的2022年第一季度财报，虽然不及早前市场预期，但放在现在整个经济环境里也是情理之中。 整体业绩概览 营收1355亿元，同比持平；净利润234亿元，同比下滑51%，非国际财务报告准则下，净利润255亿元，同比下降23%。 其中网络广告业务收入180亿元，同比下降18%，是最主要拖累营收的一项。但是相比起来，金融科技业务的收入更不及预期。下表展示了各项业务的实际值与预期值的对比。 这一结果，与两天前马化腾在《可持续社会价值报告》中表示的“借此换档，创造更高质量发展”的内容吻合，也是腾讯自去年Q4之后，连续第三个季度利润下降。 游戏中规中矩，视频号成亮点 增值服务收入727亿元，同比增长0.35%，几乎是增长的“命悬一线”。其中游戏业务436亿元于去年持平，包含腾讯视频、直播等在内的社交网络业务同比增长1.04%至291亿元。 游戏业务的增速其实从过去几个季度的递延收入就可以预测到。 其中本季度本土游戏收入甚至下滑了1%。此前，腾讯曾乐观地公布未成年人的流水贡献占比约为2%，然而对游戏来说，不付费的活跃用户也给付费用户提供重要场景贡献。尤其是在腾讯的几款当家游戏——《王者荣耀》《和平精英》等，都是需要通过“排位”来实现游戏者需求的。 但话说回来，任何爆款游戏皆有周期，若没有新游戏接棒，日暮西山也是时间问题，也难怪投资者对游戏版号的敏感性一直很高。 另外，游戏其实也会受到宏观环境的影响，一个居民可支配收入，另一个是娱乐消费的意愿。当下，疫情不断出现，互联网公司开启“裁员潮”，都能从一定程度上使得消费意愿趋于保守。 国际市场游戏收入增长4%，不过要注意，人民币在今年Q1依然坚挺，而腾讯出海游戏的主要市场——东南亚、日","images":[{"img":"https://static.tigerbbs.com/1c9318a7e7558696d8d45eddb32bdae6","width":"616","height":"355"},{"img":"https://static.tigerbbs.com/1215111e6ed7f6c7b8bfcf0bc4ad7727","width":"481","height":"430"},{"img":"https://static.tigerbbs.com/485626469c41cbf3a273cbf97055be28","width":"701","height":"445"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615835055","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611330175,"gmtCreate":1650292965902,"gmtModify":1650292965902,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"Cy","listText":"Cy","text":"Cy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611330175","repostId":"1119189208","repostType":2,"isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613766296,"gmtCreate":1650085314110,"gmtModify":1650085314110,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"Cy","listText":"Cy","text":"Cy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613766296","repostId":"2227839859","repostType":2,"isVote":1,"tweetType":1,"viewCount":2638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605564067,"gmtCreate":1639193020084,"gmtModify":1639193020084,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605564067","repostId":"847518909","repostType":1,"repost":{"id":847518909,"gmtCreate":1636534634135,"gmtModify":1636613890404,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"获腾讯多次投资，巴西独角兽Nubank赴美IPO能否成“鲶鱼”？","htmlText":"靠支付撬动互联网金融版图已经成就不少巨头。近年，各国众多创新者都在尝试着去更新已有的支付系统和支付方式，在创业土壤并不肥沃的巴西，因为向传统金融服务市场挑战，诞生了这样一家金融科技独角兽......巴西金融科技公司 Nubank 已向美国证券交易委员会提交了招股说明书，申请进行首次公开募股，该公司预计以每股 10 至 11 美元，发行至少 2.89 亿股股票，股票代码为 \"NU\"，筹资逾 30 亿美元，这将是今年美国第三大 IPO。据招股书，Nubank打算将这笔资金用于营运资金、运营费用、资本支出和其他一般企业用途，包括未来可能的购或投资业务、产品、服务或技术。Nubank在此次IPO中寻求超过 500 亿美元的估值，如果一切按计划进行，它将成为拉丁美洲最大的上市公司之一。Nubank的发展速度备受瞩目，它是如何崛起的？曾获腾讯<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;、红杉投资，融资近20亿美元长期以来，拉丁美洲银行业高度集中。根据Nubank招股书披露，来自不少国家的中央银行的数据，截至 2020 年 12 月，巴西、墨西哥和哥伦比亚的五家最大银行控制了各自市场贷款、存款和银行总收入的 70% 至 85%，份额显著高于发达国家。因金融服务的成本过高，渗透率严重不足，这在一定程度上也给了创业公司Nubank这样的互联网金融科技公司成长的机会。2013年5月，Nubank于巴西诞生，由哥伦比亚的大卫·贝莱斯，美国的爱德华·韦伯和巴西的克里斯蒂娜胡恩奎共同创立，专注于用技术解决财务问题。成立之初，Nubank走的是单一产品策略，只提供信用卡服务。随着时间推移，Nubank业务扩展至信用卡和借记卡、个人和中小企业支付账户、投资、支付和保险经纪业务等，市场覆盖从巴西扩张","listText":"靠支付撬动互联网金融版图已经成就不少巨头。近年，各国众多创新者都在尝试着去更新已有的支付系统和支付方式，在创业土壤并不肥沃的巴西，因为向传统金融服务市场挑战，诞生了这样一家金融科技独角兽......巴西金融科技公司 Nubank 已向美国证券交易委员会提交了招股说明书，申请进行首次公开募股，该公司预计以每股 10 至 11 美元，发行至少 2.89 亿股股票，股票代码为 \"NU\"，筹资逾 30 亿美元，这将是今年美国第三大 IPO。据招股书，Nubank打算将这笔资金用于营运资金、运营费用、资本支出和其他一般企业用途，包括未来可能的购或投资业务、产品、服务或技术。Nubank在此次IPO中寻求超过 500 亿美元的估值，如果一切按计划进行，它将成为拉丁美洲最大的上市公司之一。Nubank的发展速度备受瞩目，它是如何崛起的？曾获腾讯<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;、红杉投资，融资近20亿美元长期以来，拉丁美洲银行业高度集中。根据Nubank招股书披露，来自不少国家的中央银行的数据，截至 2020 年 12 月，巴西、墨西哥和哥伦比亚的五家最大银行控制了各自市场贷款、存款和银行总收入的 70% 至 85%，份额显著高于发达国家。因金融服务的成本过高，渗透率严重不足，这在一定程度上也给了创业公司Nubank这样的互联网金融科技公司成长的机会。2013年5月，Nubank于巴西诞生，由哥伦比亚的大卫·贝莱斯，美国的爱德华·韦伯和巴西的克里斯蒂娜胡恩奎共同创立，专注于用技术解决财务问题。成立之初，Nubank走的是单一产品策略，只提供信用卡服务。随着时间推移，Nubank业务扩展至信用卡和借记卡、个人和中小企业支付账户、投资、支付和保险经纪业务等，市场覆盖从巴西扩张","text":"靠支付撬动互联网金融版图已经成就不少巨头。近年，各国众多创新者都在尝试着去更新已有的支付系统和支付方式，在创业土壤并不肥沃的巴西，因为向传统金融服务市场挑战，诞生了这样一家金融科技独角兽......巴西金融科技公司 Nubank 已向美国证券交易委员会提交了招股说明书，申请进行首次公开募股，该公司预计以每股 10 至 11 美元，发行至少 2.89 亿股股票，股票代码为 \"NU\"，筹资逾 30 亿美元，这将是今年美国第三大 IPO。据招股书，Nubank打算将这笔资金用于营运资金、运营费用、资本支出和其他一般企业用途，包括未来可能的购或投资业务、产品、服务或技术。Nubank在此次IPO中寻求超过 500 亿美元的估值，如果一切按计划进行，它将成为拉丁美洲最大的上市公司之一。Nubank的发展速度备受瞩目，它是如何崛起的？曾获腾讯$腾讯控股(00700)$ 、红杉投资，融资近20亿美元长期以来，拉丁美洲银行业高度集中。根据Nubank招股书披露，来自不少国家的中央银行的数据，截至 2020 年 12 月，巴西、墨西哥和哥伦比亚的五家最大银行控制了各自市场贷款、存款和银行总收入的 70% 至 85%，份额显著高于发达国家。因金融服务的成本过高，渗透率严重不足，这在一定程度上也给了创业公司Nubank这样的互联网金融科技公司成长的机会。2013年5月，Nubank于巴西诞生，由哥伦比亚的大卫·贝莱斯，美国的爱德华·韦伯和巴西的克里斯蒂娜胡恩奎共同创立，专注于用技术解决财务问题。成立之初，Nubank走的是单一产品策略，只提供信用卡服务。随着时间推移，Nubank业务扩展至信用卡和借记卡、个人和中小企业支付账户、投资、支付和保险经纪业务等，市场覆盖从巴西扩张","images":[{"img":"https://static.tigerbbs.com/11fbb8fc5f8af6ddb5ebe1d15bca33a3","width":"688","height":"459"},{"img":"https://static.tigerbbs.com/60db4fe77a54f1b0af7640490b248766","width":"688","height":"561"},{"img":"https://static.tigerbbs.com/1568156a7c556f7635afc9725300a948","width":"688","height":"524"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847518909","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871586593,"gmtCreate":1637084408412,"gmtModify":1637084408412,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871586593","repostId":"870704399","repostType":1,"repost":{"id":870704399,"gmtCreate":1636645092338,"gmtModify":1636677801751,"author":{"id":"3545995761422355","authorId":"3545995761422355","name":"不二说价值","avatar":"https://static.tigerbbs.com/56fa489972246881ba23cfecebfd4c45","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545995761422355","authorIdStr":"3545995761422355"},"themes":[],"title":"大泡沫！为什么千亿市值Rivian和Lucid风险远大于机会，还想碰瓷特斯拉？又有什么操作，能追新能源车热点，又不会在泡沫破灭时亏损？","htmlText":"\n \n \n  📢请关注我的youtube频道：不二说价值。以确保收看所有完整的节目。📢&nbsp;我会持续对优质公司进行估价，帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票，热门留言我会优先估价。<a target=\"_blank\" href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>&nbsp;\n \n","listText":"📢请关注我的youtube频道：不二说价值。以确保收看所有完整的节目。📢&nbsp;我会持续对优质公司进行估价，帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票，热门留言我会优先估价。<a target=\"_blank\" href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>&nbsp;","text":"📢请关注我的youtube频道：不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价，帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票，热门留言我会优先估价。$Lucid Group Inc(LCID)$ $Rivian Automotive, Inc.(RIVN)$ $特斯拉(TSLA)$ $蔚来(NIO)$ 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,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449463971365352","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402741617099000,"gmtCreate":1739343694633,"gmtModify":1739343696336,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"是的，还有4000亿🤦🏻‍♂️","listText":"是的，还有4000亿🤦🏻‍♂️","text":"是的，还有4000亿🤦🏻‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402741617099000","repostId":"1117762646","repostType":2,"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304974885416960,"gmtCreate":1715491343644,"gmtModify":1715491345395,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"Mk","listText":"Mk","text":"Mk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304974885416960","repostId":"304415165104272","repostType":1,"repost":{"id":304415165104272,"gmtCreate":1715330180045,"gmtModify":1715330205664,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期权叨叨虎","avatar":"https://static.tigerbbs.com/87212d005a0736e14fa8b5e673df8099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4142574206948102","authorIdStr":"4142574206948102"},"themes":[],"title":"如何应对股票震荡行情？赚期权的时间价值！","htmlText":"震荡行情并不如趋势行情讨喜，因为它比趋势更难把握，更难琢磨。然而震荡才是市场的常态，市场上80%的走势都是震荡！很多非常优秀的交易者就是因为没有对震荡行情的精细把握和识别，而牺牲在趋势大行情黎明前的黑夜，让人扼腕叹息！期权除了涨、跌能获得利润外，还有这么一种策略能让我们在不涨不跌的情况下，以较小的风险来赚取期权的时间价值，这就是日历价差策略。什么是日历价差策略呢?日历价差是一种低风险、方向中性的策略，可以从时间的流逝和隐含波动率的增加中获利。该策略通常在底层证券的方向假设为中性时使用，即在最低隐含波动率环境中使用。日历价差用不同到期日的期权之间之间价值的特性，来赚取时间价值的差价。到期日近的期权时间价值消耗的更快，而到期日远的期权时间价值消耗的更慢，因此投资者可以卖出近月的合约，再买入远月相同的合约，前者时间价值收益为正，后者为负，但短期合约时间价值消失的会更多，因此我们就获得了净时间价值收入。从技术角度来说，日历价差提供了交易水平波动率偏差（两个时间点的不同波动水平）并利用theta加速率（时间衰减）的机会，同时还限制了delta的风险敞口（标的资产的期权价格）。无论是多头看涨，还是多头看空，该策略的收益率曲线都是中间高，两头低，即随着时间流逝，标的物的价格越靠近建仓时的价格，策略的收益就越大，股票价格等于看涨期权到期日的看涨期权的行使价，则可实现最大利润。多头看涨日历价差案例一位交易者认为特斯拉在7月时会大幅反弹，而在6月之前市场会保持平稳。资料来源：老虎国际投资者可以买入一份7月的看涨期权。但是，由于离期权到期的时间很长，看涨期权的价格会很高。投资者可以卖出一份短期内到期的看涨期权，以抵消部分期权费支出。买入日历价差策略：卖出一份行权价为180，到期日为6月7日的看涨期权（490美元），买入一份行权价为180，到期日为7月19日的看涨期权（1085美元），净权利金支出","listText":"震荡行情并不如趋势行情讨喜，因为它比趋势更难把握，更难琢磨。然而震荡才是市场的常态，市场上80%的走势都是震荡！很多非常优秀的交易者就是因为没有对震荡行情的精细把握和识别，而牺牲在趋势大行情黎明前的黑夜，让人扼腕叹息！期权除了涨、跌能获得利润外，还有这么一种策略能让我们在不涨不跌的情况下，以较小的风险来赚取期权的时间价值，这就是日历价差策略。什么是日历价差策略呢?日历价差是一种低风险、方向中性的策略，可以从时间的流逝和隐含波动率的增加中获利。该策略通常在底层证券的方向假设为中性时使用，即在最低隐含波动率环境中使用。日历价差用不同到期日的期权之间之间价值的特性，来赚取时间价值的差价。到期日近的期权时间价值消耗的更快，而到期日远的期权时间价值消耗的更慢，因此投资者可以卖出近月的合约，再买入远月相同的合约，前者时间价值收益为正，后者为负，但短期合约时间价值消失的会更多，因此我们就获得了净时间价值收入。从技术角度来说，日历价差提供了交易水平波动率偏差（两个时间点的不同波动水平）并利用theta加速率（时间衰减）的机会，同时还限制了delta的风险敞口（标的资产的期权价格）。无论是多头看涨，还是多头看空，该策略的收益率曲线都是中间高，两头低，即随着时间流逝，标的物的价格越靠近建仓时的价格，策略的收益就越大，股票价格等于看涨期权到期日的看涨期权的行使价，则可实现最大利润。多头看涨日历价差案例一位交易者认为特斯拉在7月时会大幅反弹，而在6月之前市场会保持平稳。资料来源：老虎国际投资者可以买入一份7月的看涨期权。但是，由于离期权到期的时间很长，看涨期权的价格会很高。投资者可以卖出一份短期内到期的看涨期权，以抵消部分期权费支出。买入日历价差策略：卖出一份行权价为180，到期日为6月7日的看涨期权（490美元），买入一份行权价为180，到期日为7月19日的看涨期权（1085美元），净权利金支出","text":"震荡行情并不如趋势行情讨喜，因为它比趋势更难把握，更难琢磨。然而震荡才是市场的常态，市场上80%的走势都是震荡！很多非常优秀的交易者就是因为没有对震荡行情的精细把握和识别，而牺牲在趋势大行情黎明前的黑夜，让人扼腕叹息！期权除了涨、跌能获得利润外，还有这么一种策略能让我们在不涨不跌的情况下，以较小的风险来赚取期权的时间价值，这就是日历价差策略。什么是日历价差策略呢?日历价差是一种低风险、方向中性的策略，可以从时间的流逝和隐含波动率的增加中获利。该策略通常在底层证券的方向假设为中性时使用，即在最低隐含波动率环境中使用。日历价差用不同到期日的期权之间之间价值的特性，来赚取时间价值的差价。到期日近的期权时间价值消耗的更快，而到期日远的期权时间价值消耗的更慢，因此投资者可以卖出近月的合约，再买入远月相同的合约，前者时间价值收益为正，后者为负，但短期合约时间价值消失的会更多，因此我们就获得了净时间价值收入。从技术角度来说，日历价差提供了交易水平波动率偏差（两个时间点的不同波动水平）并利用theta加速率（时间衰减）的机会，同时还限制了delta的风险敞口（标的资产的期权价格）。无论是多头看涨，还是多头看空，该策略的收益率曲线都是中间高，两头低，即随着时间流逝，标的物的价格越靠近建仓时的价格，策略的收益就越大，股票价格等于看涨期权到期日的看涨期权的行使价，则可实现最大利润。多头看涨日历价差案例一位交易者认为特斯拉在7月时会大幅反弹，而在6月之前市场会保持平稳。资料来源：老虎国际投资者可以买入一份7月的看涨期权。但是，由于离期权到期的时间很长，看涨期权的价格会很高。投资者可以卖出一份短期内到期的看涨期权，以抵消部分期权费支出。买入日历价差策略：卖出一份行权价为180，到期日为6月7日的看涨期权（490美元），买入一份行权价为180，到期日为7月19日的看涨期权（1085美元），净权利金支出","images":[{"img":"https://static.tigerbbs.com/01d223b3f95e382c0205fa2c1558a36c","width":"831","height":"413"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304415165104272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"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\n \n  段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。本集精彩节选：计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>\n \n","listText":"段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。本集精彩节选：计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>","text":"段永平投资笔记：投资不怕集中，不是一般的集中，而是绝对的集中。本集精彩节选：计算价值只和未来总的现金流折现有关。其实净资产只是产生未来现金流的因素之一，所以我编了个“有效净资产”的名词。也就是说，不能产生现金流的净资产其实没有价值，有时还可能是负价值。巴菲特讲过，有一个 300 斤的胖子走进来，我不用秤就知道他很胖。我买网易时可真没认真“估值”过。[吃瓜]$网易(NTES)$ 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Spread","htmlText":"财报季进入最具看点的两周，UBS瑞银的衍生品部门竟然介绍客户在这个财报季开始时候做Call Spreads。瑞幸的衍生品部分主管Stuart Kaiser说，预计进入财报季后期权的波动率会提升，导致巨无霸的期权变得很贵。但对于一些公司，看涨期权或者看涨价差仍然具备很强吸引力，比如，苹果、<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 和Meta，因为这些股票今年以来已经跌了很多，其中唯一跑赢标普500的是苹果，但今年以来仍累计跌幅15%。过去两个财报季，我都推荐大家做跨式期权，这是特别适应于做波动的策略：<a href=\"https://laohu8.com/TW/633536939\" target=\"_blank\">如何用期权玩转财报季：连高盛都推荐跨式期权了！</a><a href=\"https://laohu8.com/TW/613119479\" target=\"_blank\">最适合这个财报季的期权策略又是它？</a>今天想介绍一下UBS这个Call Spread。大家都知道Call 看涨期权是下注单个标的能够涨或者涨到执行价格，比如买入7月29日到期的苹果155的CALL，意思是在7月29日前看涨苹果股价，如果在到期时候苹果股价能高于155美元就会被行权买入正股。Sell Call，是卖出一个看涨期权，意味着不认为股价会涨到执行价格。比如，卖出7月29日到期的苹果155的Call，意思是是认为苹果股价到期之前不会涨到155美元，赚取了这个Call的权利金。如果到期股价涨到了，则会被动以执行价格做空苹果正股。那么Bull Call Spread，则是买入一个看涨期权Call，然后再卖出一个到期日相同到更高执","listText":"财报季进入最具看点的两周，UBS瑞银的衍生品部门竟然介绍客户在这个财报季开始时候做Call Spreads。瑞幸的衍生品部分主管Stuart Kaiser说，预计进入财报季后期权的波动率会提升，导致巨无霸的期权变得很贵。但对于一些公司，看涨期权或者看涨价差仍然具备很强吸引力，比如，苹果、<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 和Meta，因为这些股票今年以来已经跌了很多，其中唯一跑赢标普500的是苹果，但今年以来仍累计跌幅15%。过去两个财报季，我都推荐大家做跨式期权，这是特别适应于做波动的策略：<a href=\"https://laohu8.com/TW/633536939\" target=\"_blank\">如何用期权玩转财报季：连高盛都推荐跨式期权了！</a><a href=\"https://laohu8.com/TW/613119479\" target=\"_blank\">最适合这个财报季的期权策略又是它？</a>今天想介绍一下UBS这个Call Spread。大家都知道Call 看涨期权是下注单个标的能够涨或者涨到执行价格，比如买入7月29日到期的苹果155的CALL，意思是在7月29日前看涨苹果股价，如果在到期时候苹果股价能高于155美元就会被行权买入正股。Sell Call，是卖出一个看涨期权，意味着不认为股价会涨到执行价格。比如，卖出7月29日到期的苹果155的Call，意思是是认为苹果股价到期之前不会涨到155美元，赚取了这个Call的权利金。如果到期股价涨到了，则会被动以执行价格做空苹果正股。那么Bull Call Spread，则是买入一个看涨期权Call，然后再卖出一个到期日相同到更高执","text":"财报季进入最具看点的两周，UBS瑞银的衍生品部门竟然介绍客户在这个财报季开始时候做Call Spreads。瑞幸的衍生品部分主管Stuart Kaiser说，预计进入财报季后期权的波动率会提升，导致巨无霸的期权变得很贵。但对于一些公司，看涨期权或者看涨价差仍然具备很强吸引力，比如，苹果、$亚马逊(AMZN)$ 、$特斯拉(TSLA)$ 和Meta，因为这些股票今年以来已经跌了很多，其中唯一跑赢标普500的是苹果，但今年以来仍累计跌幅15%。过去两个财报季，我都推荐大家做跨式期权，这是特别适应于做波动的策略：如何用期权玩转财报季：连高盛都推荐跨式期权了！最适合这个财报季的期权策略又是它？今天想介绍一下UBS这个Call Spread。大家都知道Call 看涨期权是下注单个标的能够涨或者涨到执行价格，比如买入7月29日到期的苹果155的CALL，意思是在7月29日前看涨苹果股价，如果在到期时候苹果股价能高于155美元就会被行权买入正股。Sell Call，是卖出一个看涨期权，意味着不认为股价会涨到执行价格。比如，卖出7月29日到期的苹果155的Call，意思是是认为苹果股价到期之前不会涨到155美元，赚取了这个Call的权利金。如果到期股价涨到了，则会被动以执行价格做空苹果正股。那么Bull Call Spread，则是买入一个看涨期权Call，然后再卖出一个到期日相同到更高执","images":[{"img":"https://static.tigerbbs.com/4fe5a302e774827d359550540209cd6d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686324269","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615233290,"gmtCreate":1652965127010,"gmtModify":1652965127010,"author":{"id":"3535115127054923","authorId":"3535115127054923","name":"ClutchJohn","avatar":"https://static.tigerbbs.com/313113eff16e4249d138c0cc9fc29256","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535115127054923","authorIdStr":"3535115127054923"},"themes":[],"htmlText":"中国经济的缩影","listText":"中国经济的缩影","text":"中国经济的缩影","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615233290","repostId":"615835055","repostType":1,"repost":{"id":615835055,"gmtCreate":1652872703744,"gmtModify":1652876799747,"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":"Q1业绩全面不及预期，腾讯何时才能有所起色？","htmlText":"——腾讯业绩就是社会经济活动的最好体现 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 5月18日盘后公布的2022年第一季度财报，虽然不及早前市场预期，但放在现在整个经济环境里也是情理之中。 整体业绩概览 营收1355亿元，同比持平；净利润234亿元，同比下滑51%，非国际财务报告准则下，净利润255亿元，同比下降23%。 其中网络广告业务收入180亿元，同比下降18%，是最主要拖累营收的一项。但是相比起来，金融科技业务的收入更不及预期。下表展示了各项业务的实际值与预期值的对比。 这一结果，与两天前马化腾在《可持续社会价值报告》中表示的“借此换档，创造更高质量发展”的内容吻合，也是腾讯自去年Q4之后，连续第三个季度利润下降。 游戏中规中矩，视频号成亮点 增值服务收入727亿元，同比增长0.35%，几乎是增长的“命悬一线”。其中游戏业务436亿元于去年持平，包含腾讯视频、直播等在内的社交网络业务同比增长1.04%至291亿元。 游戏业务的增速其实从过去几个季度的递延收入就可以预测到。 其中本季度本土游戏收入甚至下滑了1%。此前，腾讯曾乐观地公布未成年人的流水贡献占比约为2%，然而对游戏来说，不付费的活跃用户也给付费用户提供重要场景贡献。尤其是在腾讯的几款当家游戏——《王者荣耀》《和平精英》等，都是需要通过“排位”来实现游戏者需求的。 但话说回来，任何爆款游戏皆有周期，若没有新游戏接棒，日暮西山也是时间问题，也难怪投资者对游戏版号的敏感性一直很高。 另外，游戏其实也会受到宏观环境的影响，一个居民可支配收入，另一个是娱乐消费的意愿。当下，疫情不断出现，互联网公司开启“裁员潮”，都能从一定程度上使得消费意愿趋于保守。 国际市场游戏收入增长4%，不过要注意，人民币在今年Q1依然坚挺，而腾讯出海游戏的主要市场——东南亚、日","listText":"——腾讯业绩就是社会经济活动的最好体现 <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 5月18日盘后公布的2022年第一季度财报，虽然不及早前市场预期，但放在现在整个经济环境里也是情理之中。 整体业绩概览 营收1355亿元，同比持平；净利润234亿元，同比下滑51%，非国际财务报告准则下，净利润255亿元，同比下降23%。 其中网络广告业务收入180亿元，同比下降18%，是最主要拖累营收的一项。但是相比起来，金融科技业务的收入更不及预期。下表展示了各项业务的实际值与预期值的对比。 这一结果，与两天前马化腾在《可持续社会价值报告》中表示的“借此换档，创造更高质量发展”的内容吻合，也是腾讯自去年Q4之后，连续第三个季度利润下降。 游戏中规中矩，视频号成亮点 增值服务收入727亿元，同比增长0.35%，几乎是增长的“命悬一线”。其中游戏业务436亿元于去年持平，包含腾讯视频、直播等在内的社交网络业务同比增长1.04%至291亿元。 游戏业务的增速其实从过去几个季度的递延收入就可以预测到。 其中本季度本土游戏收入甚至下滑了1%。此前，腾讯曾乐观地公布未成年人的流水贡献占比约为2%，然而对游戏来说，不付费的活跃用户也给付费用户提供重要场景贡献。尤其是在腾讯的几款当家游戏——《王者荣耀》《和平精英》等，都是需要通过“排位”来实现游戏者需求的。 但话说回来，任何爆款游戏皆有周期，若没有新游戏接棒，日暮西山也是时间问题，也难怪投资者对游戏版号的敏感性一直很高。 另外，游戏其实也会受到宏观环境的影响，一个居民可支配收入，另一个是娱乐消费的意愿。当下，疫情不断出现，互联网公司开启“裁员潮”，都能从一定程度上使得消费意愿趋于保守。 国际市场游戏收入增长4%，不过要注意，人民币在今年Q1依然坚挺，而腾讯出海游戏的主要市场——东南亚、日","text":"——腾讯业绩就是社会经济活动的最好体现 $腾讯控股(00700)$ 5月18日盘后公布的2022年第一季度财报，虽然不及早前市场预期，但放在现在整个经济环境里也是情理之中。 整体业绩概览 营收1355亿元，同比持平；净利润234亿元，同比下滑51%，非国际财务报告准则下，净利润255亿元，同比下降23%。 其中网络广告业务收入180亿元，同比下降18%，是最主要拖累营收的一项。但是相比起来，金融科技业务的收入更不及预期。下表展示了各项业务的实际值与预期值的对比。 这一结果，与两天前马化腾在《可持续社会价值报告》中表示的“借此换档，创造更高质量发展”的内容吻合，也是腾讯自去年Q4之后，连续第三个季度利润下降。 游戏中规中矩，视频号成亮点 增值服务收入727亿元，同比增长0.35%，几乎是增长的“命悬一线”。其中游戏业务436亿元于去年持平，包含腾讯视频、直播等在内的社交网络业务同比增长1.04%至291亿元。 游戏业务的增速其实从过去几个季度的递延收入就可以预测到。 其中本季度本土游戏收入甚至下滑了1%。此前，腾讯曾乐观地公布未成年人的流水贡献占比约为2%，然而对游戏来说，不付费的活跃用户也给付费用户提供重要场景贡献。尤其是在腾讯的几款当家游戏——《王者荣耀》《和平精英》等，都是需要通过“排位”来实现游戏者需求的。 但话说回来，任何爆款游戏皆有周期，若没有新游戏接棒，日暮西山也是时间问题，也难怪投资者对游戏版号的敏感性一直很高。 另外，游戏其实也会受到宏观环境的影响，一个居民可支配收入，另一个是娱乐消费的意愿。当下，疫情不断出现，互联网公司开启“裁员潮”，都能从一定程度上使得消费意愿趋于保守。 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