阿Joe哥哥的个人主页 - 老虎社区

阿Joe哥哥

阿Joe哥哥

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IP属地：广东

32关注

1粉丝

6主题

0勋章

2024-10-06

学习

抱歉，原内容已删除

2024-10-03

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2024-09-20

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2024-08-29

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2024-08-07

这篇文章不错，转发给大家看看

@小虎老师:【老虎新人必读】炒期货看这一篇就够了

2023-04-12

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2023-03-03

这篇文章不错，转发给大家看看

@期权异动观察:热门股covered call 量化策略【3月2日】

2023-02-15

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2023-02-13

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2022-11-05

牛

抱歉，原内容已删除

2022-09-23

👌

抱歉，原内容已删除

2022-07-22

政策会是影响因素

@美股研究社:阿里巴巴VS亚马逊：疫后“换挡”，市场差异下谁能赢下长跑？

2022-07-15

无惧世事变改

抱歉，原内容已删除

2022-06-07

我支持他

@7f0b519a:从基本面分析，阿里巴巴为何不被理解

2022-06-01

认真学习

抱歉，原内容已删除

2022-05-30

我喜欢

@格隆汇:卢布诡异暴涨，谁在收割谁？

2022-05-30

她来看我的演唱会

@话题虎:孙燕姿还是罗大佑？抖音PK视频号，谁会是最大赢家？

2022-05-18

好

抱歉，原内容已删除

2022-05-10

毕竟

@OptionPlus:【期权交易】连崩三天，我开始做多了！

2022-05-10

学习

抱歉，原内容已删除

去老虎APP查看更多动态

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虎友们，小虎君了解到最近又来了好多新朋友，小虎君特地整理了一下期货的相关知识资料，看看有没有你感兴趣的，喜欢的朋友记得收藏哦。 *******期货入门基础********* --期货市场的概念-- <a href=\"https://www.laohu8.com/m/subject/S20190129084505358/lesson/2\" target=\"_blank\">带你认识期货市场</a> <a href=\"https://www.laohu8.com/m/subject/S20190129084505358/lesson/3\" target=\"_blank\">什么是外盘期货？和股票有什么不同？</a> <a href=\"https://www.laohu8.com/college/column/C20190129035545380\" target=\"_blank\">快速了解期货合约的定义</a> <a href=\"https://www.laohu8.com/college/column/C20190129035545380?videoId=20190129063152661\" target=\"_blank\">快速了解期货合约的规格</a> --期货交易的机制和规则-- <a href=\"https://www.laohu8.com/college/column/C20190130064650574?videoId=20190130065030986\" target=\"_blank\">什么是期货保证金？</a> <a href=\"https://www.laohu8.com/college/column/C20190130064650574?videoId=20190130065213864\" target=\"_blank\">什么情况下期货账户会被强平？</a>","listText":"HI, 虎友们，小虎君了解到最近又来了好多新朋友，小虎君特地整理了一下期货的相关知识资料，看看有没有你感兴趣的，喜欢的朋友记得收藏哦。 *******期货入门基础********* --期货市场的概念-- <a href=\"https://www.laohu8.com/m/subject/S20190129084505358/lesson/2\" target=\"_blank\">带你认识期货市场</a> <a href=\"https://www.laohu8.com/m/subject/S20190129084505358/lesson/3\" target=\"_blank\">什么是外盘期货？和股票有什么不同？</a> <a href=\"https://www.laohu8.com/college/column/C20190129035545380\" target=\"_blank\">快速了解期货合约的定义</a> <a href=\"https://www.laohu8.com/college/column/C20190129035545380?videoId=20190129063152661\" target=\"_blank\">快速了解期货合约的规格</a> --期货交易的机制和规则-- <a href=\"https://www.laohu8.com/college/column/C20190130064650574?videoId=20190130065030986\" target=\"_blank\">什么是期货保证金？</a> <a href=\"https://www.laohu8.com/college/column/C20190130064650574?videoId=20190130065213864\" target=\"_blank\">什么情况下期货账户会被强平？</a>","text":"HI, 虎友们，小虎君了解到最近又来了好多新朋友，小虎君特地整理了一下期货的相关知识资料，看看有没有你感兴趣的，喜欢的朋友记得收藏哦。 *******期货入门基础********* --期货市场的概念-- 带你认识期货市场 什么是外盘期货？和股票有什么不同？ 快速了解期货合约的定义 快速了解期货合约的规格 --期货交易的机制和规则-- 什么是期货保证金？ 什么情况下期货账户会被强平？","images":[{"img":"https://static.tigerbbs.com/6733b320e434d88c881211c0bdcc4d84","width":"3508","height":"3174"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929432163","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653718032,"gmtCreate":1681270980526,"gmtModify":1681270981932,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","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/653718032","repostId":"1135213178","repostType":2,"isVote":1,"tweetType":1,"viewCount":3171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627906536,"gmtCreate":1677823231125,"gmtModify":1677823232589,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","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/627906536","repostId":"627095288","repostType":1,"repost":{"id":627095288,"gmtCreate":1677754813000,"gmtModify":1703674836872,"author":{"id":"3527667583497005","authorId":"3527667583497005","name":"期权异动观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667583497005","idStr":"3527667583497005"},"themes":[],"title":"热门股covered call 量化策略【3月2日】","htmlText":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。收益对比假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票持有期间如果无操作，则最后的总资产为675484美元持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。Covered Call策略：卖出看涨期权池（仅供参考）期权代码标的代码到期日行权价权利金隐含波动率年化收益率<a target=\"_blank\" href=\"https://laohu8.com/OPT/NIO 20230310 9.5 call\">$NIO 20230310 9.5 call$</a>NIO2023/03/109.50.1600000.00000073.49%<a target=\"_blank\" href=\"https://laohu8.com/OPT/NVDA 20230310 252.5 call\">$NVDA 20230310 252.5 call$</a>NVDA2023/03/10252.50.7000000.49000012.51%<a target=\"_blank\" href=\"https://laohu8.com/OPT/AAPL 20230310 152.5 call\">$AAPL 20230310 152.5 call$</a>","listText":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。收益对比假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票持有期间如果无操作，则最后的总资产为675484美元持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。Covered Call策略：卖出看涨期权池（仅供参考）期权代码标的代码到期日行权价权利金隐含波动率年化收益率<a target=\"_blank\" href=\"https://laohu8.com/OPT/NIO 20230310 9.5 call\">$NIO 20230310 9.5 call$</a>NIO2023/03/109.50.1600000.00000073.49%<a target=\"_blank\" href=\"https://laohu8.com/OPT/NVDA 20230310 252.5 call\">$NVDA 20230310 252.5 call$</a>NVDA2023/03/10252.50.7000000.49000012.51%<a target=\"_blank\" href=\"https://laohu8.com/OPT/AAPL 20230310 152.5 call\">$AAPL 20230310 152.5 call$</a>","text":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。收益对比假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票持有期间如果无操作，则最后的总资产为675484美元持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。Covered Call策略：卖出看涨期权池（仅供参考）期权代码标的代码到期日行权价权利金隐含波动率年化收益率$NIO 20230310 9.5 call$NIO2023/03/109.50.1600000.00000073.49%$NVDA 20230310 252.5 call$NVDA2023/03/10252.50.7000000.49000012.51%$AAPL 20230310 152.5 call$","images":[{"img":"https://static.tigerbbs.com/156e8483f0c3a134a64b4bef3013c761","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627095288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625667774,"gmtCreate":1676445292799,"gmtModify":1676445294502,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","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/625667774","repostId":"1150100462","repostType":2,"isVote":1,"tweetType":1,"viewCount":3692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625350237,"gmtCreate":1676246451829,"gmtModify":1676246453629,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","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/625350237","repostId":"1195803641","repostType":2,"isVote":1,"tweetType":1,"viewCount":5350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664997565,"gmtCreate":1667646056157,"gmtModify":1667646058682,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664997565","repostId":"1123947532","repostType":2,"isVote":1,"tweetType":1,"viewCount":4042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661286221,"gmtCreate":1663941748063,"gmtModify":1663941750857,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661286221","repostId":"1163125162","repostType":2,"isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":686716546,"gmtCreate":1658489515890,"gmtModify":1703837824880,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","htmlText":"政策会是影响因素","listText":"政策会是影响因素","text":"政策会是影响因素","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686716546","repostId":"686706325","repostType":1,"repost":{"id":686706325,"gmtCreate":1658478979373,"gmtModify":1704351391824,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"阿里巴巴VS亚马逊：疫后“换挡”，市场差异下谁能赢下长跑？","htmlText":"阿里巴巴和亚马逊是电子商务行业无可争议的两个领导者。按利润计算，BABA 是中国最大的电子商务平台，而亚马逊在美国的收入和利润均排名第一。除了拥有相似的核心业务之外，亚马逊和阿里巴巴还都布局云计算领域。区别在于，电商业务方面，亚马逊直接销售商品，而阿里巴巴几乎完全依赖第三方；亚马逊最大的市场是美国，阿里巴巴则是中国。最重要的是，亚马逊的一大利润驱动力是云业务，其核心电子商务业务并不总是有利可图；阿里巴巴的电商业务盈利，但云业务需要补贴。尽管亚马逊和阿里巴巴之间存在着足够多的差异，但这两家公司是世界第一和第二大经济体中最大的电子商务参与者，它们值得比较。合作大于竞争，阿里巴巴业绩胜出一般来说，如果你在网上搜索亚马逊竞争对手的名单，你会看到阿里巴巴在其中。然而，亚马逊和阿里巴巴在同一个行业，但在不同的地区，竞争程度很难衡量。在某些市场上，亚马逊和阿里巴巴之间可能存在一些竞争，但竞争非常有限。在美国市场，这两家公司实际上是一种共生关系。阿里巴巴是亚马逊、Shopify 和eBay 上托运人销售的大宗商品来源之一。因此，亚马逊和阿里巴巴可以相互借鉴对方在美国的成功。在中国市场，亚马逊和阿里巴巴之间几乎没有竞争。亚马逊于2019年退出中国直销，现在只做跨境运输。消费者包裹从美国运送到中国需要11-20 个工作日，这为亚马逊在中国获得可观的市场份额设置了障碍。因此，我们只能从财务方面进行一些比较。近年来，阿里巴巴的增长速度一直快于亚马逊，尽管在过去两个季度大幅减速。注：亚马逊、阿里巴巴2021年基本财务信息如表所示，阿里巴巴的收入增长快于亚马逊，并且在四分之二的底线指标上下降幅度较小。尽管阿里巴巴的盈利下滑比亚马逊更严重，但阿里巴巴在 TTM 期间成功保持了正 FCF，而亚马逊没有。阿里巴巴的营业收入/息税前利润下降幅度也较小。我们还可以从上面的数字中计算出一些利润指标，它们如下表所示","listText":"阿里巴巴和亚马逊是电子商务行业无可争议的两个领导者。按利润计算，BABA 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是中国最大的电子商务平台，而亚马逊在美国的收入和利润均排名第一。除了拥有相似的核心业务之外，亚马逊和阿里巴巴还都布局云计算领域。区别在于，电商业务方面，亚马逊直接销售商品，而阿里巴巴几乎完全依赖第三方；亚马逊最大的市场是美国，阿里巴巴则是中国。最重要的是，亚马逊的一大利润驱动力是云业务，其核心电子商务业务并不总是有利可图；阿里巴巴的电商业务盈利，但云业务需要补贴。尽管亚马逊和阿里巴巴之间存在着足够多的差异，但这两家公司是世界第一和第二大经济体中最大的电子商务参与者，它们值得比较。合作大于竞争，阿里巴巴业绩胜出一般来说，如果你在网上搜索亚马逊竞争对手的名单，你会看到阿里巴巴在其中。然而，亚马逊和阿里巴巴在同一个行业，但在不同的地区，竞争程度很难衡量。在某些市场上，亚马逊和阿里巴巴之间可能存在一些竞争，但竞争非常有限。在美国市场，这两家公司实际上是一种共生关系。阿里巴巴是亚马逊、Shopify 和eBay 上托运人销售的大宗商品来源之一。因此，亚马逊和阿里巴巴可以相互借鉴对方在美国的成功。在中国市场，亚马逊和阿里巴巴之间几乎没有竞争。亚马逊于2019年退出中国直销，现在只做跨境运输。消费者包裹从美国运送到中国需要11-20 个工作日，这为亚马逊在中国获得可观的市场份额设置了障碍。因此，我们只能从财务方面进行一些比较。近年来，阿里巴巴的增长速度一直快于亚马逊，尽管在过去两个季度大幅减速。注：亚马逊、阿里巴巴2021年基本财务信息如表所示，阿里巴巴的收入增长快于亚马逊，并且在四分之二的底线指标上下降幅度较小。尽管阿里巴巴的盈利下滑比亚马逊更严重，但阿里巴巴在 TTM 期间成功保持了正 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&nbsp;今年3月，阿里巴巴的市值回到了七年前上市的原点。尽管相比于七年前，阿里巴巴的收入已翻了接近三倍。市值与收入的不匹配背后，是阿里巴巴与干扰项和不确定性的对抗。至少从目前的数据来看，这种对抗还会继续持续一段时间。在股价回到原点的两个月后，阿里巴巴交出了2022年第一季度（即2022财年第四财季）财报，主要指标几乎全面出现下滑：营收增长放缓、利润下跌、核心电商GMV微弱下滑、海外商业增长下滑、阿里云增速下滑。但同时，财报也披露了几项超出外界预期的数据：阿里云首次盈利、多项业务亏损收窄、用户量增长近3000万。由于主要数据均超出彭博预期，财报发布当天，阿里巴巴股价上涨接近15%。在互联网大环境和零售端遭受疫情重创的一季度，阿里巴巴的降速并不出人意料。相反，在本地生活、菜鸟等领域的快速增长，以及阿里云、大娱乐等板块的利润率改善，使得外界看到阿里巴巴顽强的过冬能力，以及未来继续增长的可能性。不过，由于新一波新冠疫情带来的严重影响，本次财报中，阿里巴巴并未给出下一季度的业绩指引，也没有对即将到来的“618”大促提出明确销售目标。一定程度上，这也说明阿里巴巴的短期未来仍然存在不确定性。01降速，但超出预期阿里巴巴多条战线出现了意料之中的降速。第一季度，阿里巴巴收入为2040亿元，同比增长9%，归属于普通股股东的净亏损为人民币162.41亿元，非IFRS净利润197.99亿，同比下降24%此前四个季度，阿里巴巴营收增速为37%、34%、29.43%、9.7%，可以看出，在最近五个季度里，其营收增放缓趋势明显。落到各大业务板块，增长相对停滞的现象也很明显","listText":"市值与收入的不匹配背后，是阿里巴巴与干扰项和不确定性的对抗。疫情严重影响了物流和电商订单、俄乌战争影响了海外电商订单数、Tiktok受到的数据安全限制使得阿里云失去了一位年交易额8亿美元的大客户。作者|杨知潮编辑|原野&nbsp; &nbsp;今年3月，阿里巴巴的市值回到了七年前上市的原点。尽管相比于七年前，阿里巴巴的收入已翻了接近三倍。市值与收入的不匹配背后，是阿里巴巴与干扰项和不确定性的对抗。至少从目前的数据来看，这种对抗还会继续持续一段时间。在股价回到原点的两个月后，阿里巴巴交出了2022年第一季度（即2022财年第四财季）财报，主要指标几乎全面出现下滑：营收增长放缓、利润下跌、核心电商GMV微弱下滑、海外商业增长下滑、阿里云增速下滑。但同时，财报也披露了几项超出外界预期的数据：阿里云首次盈利、多项业务亏损收窄、用户量增长近3000万。由于主要数据均超出彭博预期，财报发布当天，阿里巴巴股价上涨接近15%。在互联网大环境和零售端遭受疫情重创的一季度，阿里巴巴的降速并不出人意料。相反，在本地生活、菜鸟等领域的快速增长，以及阿里云、大娱乐等板块的利润率改善，使得外界看到阿里巴巴顽强的过冬能力，以及未来继续增长的可能性。不过，由于新一波新冠疫情带来的严重影响，本次财报中，阿里巴巴并未给出下一季度的业绩指引，也没有对即将到来的“618”大促提出明确销售目标。一定程度上，这也说明阿里巴巴的短期未来仍然存在不确定性。01降速，但超出预期阿里巴巴多条战线出现了意料之中的降速。第一季度，阿里巴巴收入为2040亿元，同比增长9%，归属于普通股股东的净亏损为人民币162.41亿元，非IFRS净利润197.99亿，同比下降24%此前四个季度，阿里巴巴营收增速为37%、34%、29.43%、9.7%，可以看出，在最近五个季度里，其营收增放缓趋势明显。落到各大业务板块，增长相对停滞的现象也很明显","text":"市值与收入的不匹配背后，是阿里巴巴与干扰项和不确定性的对抗。疫情严重影响了物流和电商订单、俄乌战争影响了海外电商订单数、Tiktok受到的数据安全限制使得阿里云失去了一位年交易额8亿美元的大客户。作者|杨知潮编辑|原野 今年3月，阿里巴巴的市值回到了七年前上市的原点。尽管相比于七年前，阿里巴巴的收入已翻了接近三倍。市值与收入的不匹配背后，是阿里巴巴与干扰项和不确定性的对抗。至少从目前的数据来看，这种对抗还会继续持续一段时间。在股价回到原点的两个月后，阿里巴巴交出了2022年第一季度（即2022财年第四财季）财报，主要指标几乎全面出现下滑：营收增长放缓、利润下跌、核心电商GMV微弱下滑、海外商业增长下滑、阿里云增速下滑。但同时，财报也披露了几项超出外界预期的数据：阿里云首次盈利、多项业务亏损收窄、用户量增长近3000万。由于主要数据均超出彭博预期，财报发布当天，阿里巴巴股价上涨接近15%。在互联网大环境和零售端遭受疫情重创的一季度，阿里巴巴的降速并不出人意料。相反，在本地生活、菜鸟等领域的快速增长，以及阿里云、大娱乐等板块的利润率改善，使得外界看到阿里巴巴顽强的过冬能力，以及未来继续增长的可能性。不过，由于新一波新冠疫情带来的严重影响，本次财报中，阿里巴巴并未给出下一季度的业绩指引，也没有对即将到来的“618”大促提出明确销售目标。一定程度上，这也说明阿里巴巴的短期未来仍然存在不确定性。01降速，但超出预期阿里巴巴多条战线出现了意料之中的降速。第一季度，阿里巴巴收入为2040亿元，同比增长9%，归属于普通股股东的净亏损为人民币162.41亿元，非IFRS净利润197.99亿，同比下降24%此前四个季度，阿里巴巴营收增速为37%、34%、29.43%、9.7%，可以看出，在最近五个季度里，其营收增放缓趋势明显。落到各大业务板块，增长相对停滞的现象也很明显","images":[{"img":"https://static.tigerbbs.com/eb057cb4c2e6485897614f2d2308be54","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/28bb2b3ac8774875a8e6dd13db8b3b45","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/17ddd47396d048cfb4bc756ee3cedee0","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617564571","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617138497,"gmtCreate":1654098058723,"gmtModify":1704858835523,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","htmlText":"认真学习","listText":"认真学习","text":"认真学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617138497","repostId":"1116003857","repostType":2,"isVote":1,"tweetType":1,"viewCount":4633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617009567,"gmtCreate":1653909027460,"gmtModify":1704858282673,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","htmlText":"我喜欢","listText":"我喜欢","text":"我喜欢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617009567","repostId":"614486250","repostType":1,"repost":{"id":614486250,"gmtCreate":1653738644977,"gmtModify":1766227837001,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"39105730803552","idStr":"39105730803552"},"themes":[],"title":"卢布诡异暴涨，谁在收割谁？","htmlText":"曾经有这么一个故事：乌鸦和鸽子住在一个小森林里，有一天，乌鸦准备离开，向朋友鸽子告别。鸽子问它：你为什么要搬走呢？乌鸦回答道，其实我也不想搬走，但这里的人对我太不友善了，他们嫌我的叫声太难听，不欢迎我留下，我是真的待不下去了。鸽子沉思良久，对乌鸦说了这么一番话：朋友，如果你无法改变自己的声音，那么无论你飞到哪里，都不会有人欢迎的。这就是有名的”乌鸦定律“。不由想起前几天，俄外长拉夫罗夫所说的一句意味深长的话：俄罗斯目前正处在一个与1917年十月革命或1991年苏联解体类似的历史十字路口。往哪处走，将决定俄罗斯在未来世界新秩序中的地位。乌克兰战争开火至今，许多事情的发展都已经超出了战争调起者的预期，也超出了我们的认知。且不说在攻城拔寨的同时，战场上尸骸与焦土作伴的惨状，另一场看不见硝烟的货币战争也进行到了最关键时刻。01制裁越狠，反弹越猛？近来，全球各国第一季度经济数据陆续出炉，俄罗斯的各项数据颇令人意外。其中，第一季度GDP同比增长3.5%，略低于市场预期的3.7%，但石油和天然气在内的采矿业增长却高达8.5%。同时， 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从4月开始，小话的朋友圈频频被线上演唱会刷屏，从崔健，到周杰伦，再到上周五的孙燕姿和罗大佑，简直就是将70后到90后的青春一网打尽。 上周五，罗大佑的视频号线上演唱会和孙燕姿的抖音唱聊会同时开唱，“华语音乐教父”和“华语乐坛天后”的对决，也成了背后抖音和视频号的对垒。 从数据上看，孙燕姿临近结束时的2.4亿人次观看，要优于罗大佑的4000万的播放人次，抖音要比视频号更有优势。但有媒体人爆料，抖音的数据是没有经过去重的，而视频号是按照人头来计算的，如果统一标准后，两家的播放数据相近。 虽然说短视频平台直播演唱会的潮流始于抖音，但现在，视频号也终于有可以和抖音相抗衡的能力。 2022年，谁是直播界顶流？ 说到直播，不得不提到2022年爆火的主播刘畊宏，靠着直播居家健身，火速吸引大批“刘畊宏女孩”，仅4月涨粉5363.27万，打破了抖音最快单月涨粉速度，成为2022直播界的第一顶流。 这等盛况，广告主们自然也不愿错过。据传，短短两个月，刘畊宏的商业报价已超千万。 于是，不甘示弱的腾讯捧出了刘畊宏好友”周杰伦。<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a> 5月20日，视频号直播间，重映了周杰伦“摩天轮2013”演唱会，没想到有生之年，还能再次见到有腹肌的周杰伦，大家津津乐道，创下了场观人数超过5000万的记录，当于微信日活用户的5% 如此巨大的流量，腾讯怎么会放过。 早在崔健视频号演唱会上，视频号就首次成功尝试了商业化，极狐汽车成为独家冠名商，据说这次冠名费用在千万元级别。尝到甜头后，5月27日罗大佑演唱会上极狐汽车再次冠名，还在演唱会上植入了广告。除了冠名，还在周杰伦演唱会期间卖起了周边。而抖音暂时还没有看到除付费观看外的商业模式。 2022年一季度，多家公司披露了广告业务营收下降，","listText":"最近谁又要开演唱会了？ 从4月开始，小话的朋友圈频频被线上演唱会刷屏，从崔健，到周杰伦，再到上周五的孙燕姿和罗大佑，简直就是将70后到90后的青春一网打尽。 上周五，罗大佑的视频号线上演唱会和孙燕姿的抖音唱聊会同时开唱，“华语音乐教父”和“华语乐坛天后”的对决，也成了背后抖音和视频号的对垒。 从数据上看，孙燕姿临近结束时的2.4亿人次观看，要优于罗大佑的4000万的播放人次，抖音要比视频号更有优势。但有媒体人爆料，抖音的数据是没有经过去重的，而视频号是按照人头来计算的，如果统一标准后，两家的播放数据相近。 虽然说短视频平台直播演唱会的潮流始于抖音，但现在，视频号也终于有可以和抖音相抗衡的能力。 2022年，谁是直播界顶流？ 说到直播，不得不提到2022年爆火的主播刘畊宏，靠着直播居家健身，火速吸引大批“刘畊宏女孩”，仅4月涨粉5363.27万，打破了抖音最快单月涨粉速度，成为2022直播界的第一顶流。 这等盛况，广告主们自然也不愿错过。据传，短短两个月，刘畊宏的商业报价已超千万。 于是，不甘示弱的腾讯捧出了刘畊宏好友”周杰伦。<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a> 5月20日，视频号直播间，重映了周杰伦“摩天轮2013”演唱会，没想到有生之年，还能再次见到有腹肌的周杰伦，大家津津乐道，创下了场观人数超过5000万的记录，当于微信日活用户的5% 如此巨大的流量，腾讯怎么会放过。 早在崔健视频号演唱会上，视频号就首次成功尝试了商业化，极狐汽车成为独家冠名商，据说这次冠名费用在千万元级别。尝到甜头后，5月27日罗大佑演唱会上极狐汽车再次冠名，还在演唱会上植入了广告。除了冠名，还在周杰伦演唱会期间卖起了周边。而抖音暂时还没有看到除付费观看外的商业模式。 2022年一季度，多家公司披露了广告业务营收下降，","text":"最近谁又要开演唱会了？ 从4月开始，小话的朋友圈频频被线上演唱会刷屏，从崔健，到周杰伦，再到上周五的孙燕姿和罗大佑，简直就是将70后到90后的青春一网打尽。 上周五，罗大佑的视频号线上演唱会和孙燕姿的抖音唱聊会同时开唱，“华语音乐教父”和“华语乐坛天后”的对决，也成了背后抖音和视频号的对垒。 从数据上看，孙燕姿临近结束时的2.4亿人次观看，要优于罗大佑的4000万的播放人次，抖音要比视频号更有优势。但有媒体人爆料，抖音的数据是没有经过去重的，而视频号是按照人头来计算的，如果统一标准后，两家的播放数据相近。 虽然说短视频平台直播演唱会的潮流始于抖音，但现在，视频号也终于有可以和抖音相抗衡的能力。 2022年，谁是直播界顶流？ 说到直播，不得不提到2022年爆火的主播刘畊宏，靠着直播居家健身，火速吸引大批“刘畊宏女孩”，仅4月涨粉5363.27万，打破了抖音最快单月涨粉速度，成为2022直播界的第一顶流。 这等盛况，广告主们自然也不愿错过。据传，短短两个月，刘畊宏的商业报价已超千万。 于是，不甘示弱的腾讯捧出了刘畊宏好友”周杰伦。$腾讯音乐(TME)$ 5月20日，视频号直播间，重映了周杰伦“摩天轮2013”演唱会，没想到有生之年，还能再次见到有腹肌的周杰伦，大家津津乐道，创下了场观人数超过5000万的记录，当于微信日活用户的5% 如此巨大的流量，腾讯怎么会放过。 早在崔健视频号演唱会上，视频号就首次成功尝试了商业化，极狐汽车成为独家冠名商，据说这次冠名费用在千万元级别。尝到甜头后，5月27日罗大佑演唱会上极狐汽车再次冠名，还在演唱会上植入了广告。除了冠名，还在周杰伦演唱会期间卖起了周边。而抖音暂时还没有看到除付费观看外的商业模式。 2022年一季度，多家公司披露了广告业务营收下降，","images":[{"img":"https://static.tigerbbs.com/f2762b63b5f90ff9a4342adf8d0d79b5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614767350","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615888169,"gmtCreate":1652881467751,"gmtModify":1652881467751,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615888169","repostId":"1169142248","repostType":4,"isVote":1,"tweetType":1,"viewCount":4001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612365973,"gmtCreate":1652180711492,"gmtModify":1652180711492,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3537567136208150","idStr":"3537567136208150"},"themes":[],"title":"","htmlText":"毕竟","listText":"毕竟","text":"毕竟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612365973","repostId":"612334650","repostType":1,"repost":{"id":612334650,"gmtCreate":1652170413412,"gmtModify":1744960815230,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"【期权交易】连崩三天，我开始做多了！","htmlText":"上周打脸了，以为加息落地反弹会持续2-3天，结果反弹一天就结束。不过我也在上周的复盘中提示了市场并不可高枕无忧，VIX仍然在高位。 另外，我选择最适合做空的标的：<a href=\"https://laohu8.com/TW/618558316\" target=\"_blank\">【期权看财报】如果要选择一个PUT的标的，就它！</a> 本周弹性大的二线科技成长股财报仍然很多，不出意外会延续上周的走势，精准爆破高估值成长股，做空<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 仍然是一个好的对冲选择。 连续三个交易日杀跌，标普500跌破4000点，大盘有严重超卖行情，CNN的情绪指标昨天已经到了极度恐慌的区间，标普500指数短期RSI非常低于均值。值得关注的是昨晚暴跌下半场，10yr 美债收益率高位回落了，我刚才看是在3.06，昨天最高点到达过3.2。随着美债收益率回落的是<a target=\"_blank\" href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a>，但仍然在一个不可忽视的高波动区间。明天将有本周最值得关注的4月CPI数据，目前市场预期是8.1%，3月的CPI达到40年新高的8.5%，我个人一直认为3月CPI见顶，4月不会高于这个值，但具体数据还是要看明晚会不会有意外。我的判断是，3月俄乌局势导致油气和农产品推高CPI，但3月核心CPI年率从6.4％下降至6％，4月的局势没有比3月更糟，不应该会更差了。 打开标普500的日线和周线，我把本**跌跟上轮顶部跌下来做了一个对比，我觉得目前已经接近到位了，如果按照上**跌14.58%的比例对应本轮应该在3950的区间附近。同时，我画出标普直接跌到20%的技","listText":"上周打脸了，以为加息落地反弹会持续2-3天，结果反弹一天就结束。不过我也在上周的复盘中提示了市场并不可高枕无忧，VIX仍然在高位。 另外，我选择最适合做空的标的：<a href=\"https://laohu8.com/TW/618558316\" target=\"_blank\">【期权看财报】如果要选择一个PUT的标的，就它！</a> 本周弹性大的二线科技成长股财报仍然很多，不出意外会延续上周的走势，精准爆破高估值成长股，做空<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 仍然是一个好的对冲选择。 连续三个交易日杀跌，标普500跌破4000点，大盘有严重超卖行情，CNN的情绪指标昨天已经到了极度恐慌的区间，标普500指数短期RSI非常低于均值。值得关注的是昨晚暴跌下半场，10yr 美债收益率高位回落了，我刚才看是在3.06，昨天最高点到达过3.2。随着美债收益率回落的是<a target=\"_blank\" href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a>，但仍然在一个不可忽视的高波动区间。明天将有本周最值得关注的4月CPI数据，目前市场预期是8.1%，3月的CPI达到40年新高的8.5%，我个人一直认为3月CPI见顶，4月不会高于这个值，但具体数据还是要看明晚会不会有意外。我的判断是，3月俄乌局势导致油气和农产品推高CPI，但3月核心CPI年率从6.4％下降至6％，4月的局势没有比3月更糟，不应该会更差了。 打开标普500的日线和周线，我把本**跌跟上轮顶部跌下来做了一个对比，我觉得目前已经接近到位了，如果按照上**跌14.58%的比例对应本轮应该在3950的区间附近。同时，我画出标普直接跌到20%的技","text":"上周打脸了，以为加息落地反弹会持续2-3天，结果反弹一天就结束。不过我也在上周的复盘中提示了市场并不可高枕无忧，VIX仍然在高位。 另外，我选择最适合做空的标的：【期权看财报】如果要选择一个PUT的标的，就它！ 本周弹性大的二线科技成长股财报仍然很多，不出意外会延续上周的走势，精准爆破高估值成长股，做空$ARK Innovation ETF(ARKK)$ 仍然是一个好的对冲选择。 连续三个交易日杀跌，标普500跌破4000点，大盘有严重超卖行情，CNN的情绪指标昨天已经到了极度恐慌的区间，标普500指数短期RSI非常低于均值。值得关注的是昨晚暴跌下半场，10yr 美债收益率高位回落了，我刚才看是在3.06，昨天最高点到达过3.2。随着美债收益率回落的是$标普500波动率指数(VIX)$，但仍然在一个不可忽视的高波动区间。明天将有本周最值得关注的4月CPI数据，目前市场预期是8.1%，3月的CPI达到40年新高的8.5%，我个人一直认为3月CPI见顶，4月不会高于这个值，但具体数据还是要看明晚会不会有意外。我的判断是，3月俄乌局势导致油气和农产品推高CPI，但3月核心CPI年率从6.4％下降至6％，4月的局势没有比3月更糟，不应该会更差了。 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虎友们，小虎君了解到最近又来了好多新朋友，小虎君特地整理了一下期货的相关知识资料，看看有没有你感兴趣的，喜欢的朋友记得收藏哦。 *******期货入门基础********* --期货市场的概念-- <a href=\"https://www.laohu8.com/m/subject/S20190129084505358/lesson/2\" target=\"_blank\">带你认识期货市场</a> <a href=\"https://www.laohu8.com/m/subject/S20190129084505358/lesson/3\" target=\"_blank\">什么是外盘期货？和股票有什么不同？</a> <a href=\"https://www.laohu8.com/college/column/C20190129035545380\" target=\"_blank\">快速了解期货合约的定义</a> <a href=\"https://www.laohu8.com/college/column/C20190129035545380?videoId=20190129063152661\" target=\"_blank\">快速了解期货合约的规格</a> --期货交易的机制和规则-- <a href=\"https://www.laohu8.com/college/column/C20190130064650574?videoId=20190130065030986\" target=\"_blank\">什么是期货保证金？</a> <a href=\"https://www.laohu8.com/college/column/C20190130064650574?videoId=20190130065213864\" target=\"_blank\">什么情况下期货账户会被强平？</a>","listText":"HI, 虎友们，小虎君了解到最近又来了好多新朋友，小虎君特地整理了一下期货的相关知识资料，看看有没有你感兴趣的，喜欢的朋友记得收藏哦。 *******期货入门基础********* --期货市场的概念-- <a href=\"https://www.laohu8.com/m/subject/S20190129084505358/lesson/2\" target=\"_blank\">带你认识期货市场</a> <a href=\"https://www.laohu8.com/m/subject/S20190129084505358/lesson/3\" target=\"_blank\">什么是外盘期货？和股票有什么不同？</a> <a href=\"https://www.laohu8.com/college/column/C20190129035545380\" target=\"_blank\">快速了解期货合约的定义</a> <a href=\"https://www.laohu8.com/college/column/C20190129035545380?videoId=20190129063152661\" target=\"_blank\">快速了解期货合约的规格</a> --期货交易的机制和规则-- <a href=\"https://www.laohu8.com/college/column/C20190130064650574?videoId=20190130065030986\" target=\"_blank\">什么是期货保证金？</a> <a href=\"https://www.laohu8.com/college/column/C20190130064650574?videoId=20190130065213864\" target=\"_blank\">什么情况下期货账户会被强平？</a>","text":"HI, 虎友们，小虎君了解到最近又来了好多新朋友，小虎君特地整理了一下期货的相关知识资料，看看有没有你感兴趣的，喜欢的朋友记得收藏哦。 *******期货入门基础********* --期货市场的概念-- 带你认识期货市场 什么是外盘期货？和股票有什么不同？ 快速了解期货合约的定义 快速了解期货合约的规格 --期货交易的机制和规则-- 什么是期货保证金？ 什么情况下期货账户会被强平？","images":[{"img":"https://static.tigerbbs.com/6733b320e434d88c881211c0bdcc4d84","width":"3508","height":"3174"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929432163","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653718032,"gmtCreate":1681270980526,"gmtModify":1681270981932,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537567136208150","authorIdStr":"3537567136208150"},"themes":[],"title":"","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/653718032","repostId":"1135213178","repostType":2,"isVote":1,"tweetType":1,"viewCount":3171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627906536,"gmtCreate":1677823231125,"gmtModify":1677823232589,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537567136208150","authorIdStr":"3537567136208150"},"themes":[],"title":"","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/627906536","repostId":"627095288","repostType":1,"repost":{"id":627095288,"gmtCreate":1677754813000,"gmtModify":1703674836872,"author":{"id":"3527667583497005","authorId":"3527667583497005","name":"期权异动观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667583497005","authorIdStr":"3527667583497005"},"themes":[],"title":"热门股covered call 量化策略【3月2日】","htmlText":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。收益对比假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票持有期间如果无操作，则最后的总资产为675484美元持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。Covered Call策略：卖出看涨期权池（仅供参考）期权代码标的代码到期日行权价权利金隐含波动率年化收益率<a target=\"_blank\" href=\"https://laohu8.com/OPT/NIO 20230310 9.5 call\">$NIO 20230310 9.5 call$</a>NIO2023/03/109.50.1600000.00000073.49%<a target=\"_blank\" href=\"https://laohu8.com/OPT/NVDA 20230310 252.5 call\">$NVDA 20230310 252.5 call$</a>NVDA2023/03/10252.50.7000000.49000012.51%<a target=\"_blank\" href=\"https://laohu8.com/OPT/AAPL 20230310 152.5 call\">$AAPL 20230310 152.5 call$</a>","listText":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。收益对比假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票持有期间如果无操作，则最后的总资产为675484美元持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。Covered Call策略：卖出看涨期权池（仅供参考）期权代码标的代码到期日行权价权利金隐含波动率年化收益率<a target=\"_blank\" href=\"https://laohu8.com/OPT/NIO 20230310 9.5 call\">$NIO 20230310 9.5 call$</a>NIO2023/03/109.50.1600000.00000073.49%<a target=\"_blank\" href=\"https://laohu8.com/OPT/NVDA 20230310 252.5 call\">$NVDA 20230310 252.5 call$</a>NVDA2023/03/10252.50.7000000.49000012.51%<a target=\"_blank\" href=\"https://laohu8.com/OPT/AAPL 20230310 152.5 call\">$AAPL 20230310 152.5 call$</a>","text":"卖备兑看涨期权（sell covered call），是很多大的基金采用的策略，美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。策略执行方法是，持有或买入股票，卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者，通过做备兑，对冲一下风险，可能会获得额外收益。小涨多赚钱，不涨多赚钱，下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑，对成熟投资者，可能是一个很好的策略。收益对比假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票持有期间如果无操作，则最后的总资产为675484美元持有期间如果进行covered call策略，每周操作一次；如果行权卖出100股股票后，下一个交易日再买入100股。最后的总资产为728898美元。Covered Call策略：卖出看涨期权池（仅供参考）期权代码标的代码到期日行权价权利金隐含波动率年化收益率$NIO 20230310 9.5 call$NIO2023/03/109.50.1600000.00000073.49%$NVDA 20230310 252.5 call$NVDA2023/03/10252.50.7000000.49000012.51%$AAPL 20230310 152.5 call$","images":[{"img":"https://static.tigerbbs.com/156e8483f0c3a134a64b4bef3013c761","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627095288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625667774,"gmtCreate":1676445292799,"gmtModify":1676445294502,"author":{"id":"3537567136208150","authorId":"3537567136208150","name":"阿Joe哥哥","avatar":"https://static.tigerbbs.com/4b837ef0611c78a61e6a699699e530e5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537567136208150","authorIdStr":"3537567136208150"},"themes":[],"title":"","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/625667774","repostId":"1150100462","repostType":2,"isVote":1,"tweetType":1,"viewCount":3692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}