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nicegame

nicegame

老虎证券实盘赛冠军团队队长微信公众号Amazing Capital

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团赛近距离——第二期

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14:13","market":"us","language":"zh","title":"市场消息：中国官方建议国内企业避免使用英伟达H20芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1199873075","media":"老虎资讯综合","summary":"8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用$英伟达(NVDA)$的H20芯片，尤其是服务政府部门的应用场景。知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。","content":"<html><head></head><body><p>8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H20芯片，尤其是服务政府部门的应用场景。</p><p>知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f14df1eae5eef0cec56ec802da9fd3\" title=\"\" tg-width=\"1134\" tg-height=\"808\"/></p><p>其中一位知情人士表示，中国此举还波及了超微半导体(AMD)芯片，但不清楚有没有函件具体提到AMD的MI308芯片。</p><p>知情人士表示，在与企业的沟通中，政府部门提出一系列问题，包括询问企业为何选择购买H20芯片，而不是国产替代品，优先采用H20芯片是否必要，以及是否发现过H20芯片存在安全问题。</p><p>中国官方媒体近日对H20处理器的安全性和可靠性提出质疑。中国监管部门还为此约谈英伟达，要求其就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。英伟达一再否认其芯片存在任何“后门”。</p><p>据另一知情人士指出，政府针对英伟达和AMD的严格指导有可能延伸至更多领域，目前相关讨论仍处于初步阶段。</p></body></html>","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>市场消息：中国官方建议国内企业避免使用英伟达H20芯片</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息：中国官方建议国内企业避免使用英伟达H20芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-12 14:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月12日，彭博引述知情人士表示，中国官方建议国内企业避免使用<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H20芯片，尤其是服务政府部门的应用场景。</p><p>知情人士称，政府部门近几周陆续向一些公司发函，督促避免使用性能并不领先的H20芯片。在表述中，相关部门对在政府或者国家安全相关领域使用H20芯片尤其反对，不管涉及的企业是国资还是民企背景；对于H20用于一般商业业务，相关部门也不鼓励，但措词相对温和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8f14df1eae5eef0cec56ec802da9fd3\" title=\"\" tg-width=\"1134\" tg-height=\"808\"/></p><p>其中一位知情人士表示，中国此举还波及了超微半导体(AMD)芯片，但不清楚有没有函件具体提到AMD的MI308芯片。</p><p>知情人士表示，在与企业的沟通中，政府部门提出一系列问题，包括询问企业为何选择购买H20芯片，而不是国产替代品，优先采用H20芯片是否必要，以及是否发现过H20芯片存在安全问题。</p><p>中国官方媒体近日对H20处理器的安全性和可靠性提出质疑。中国监管部门还为此约谈英伟达，要求其就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证明材料。英伟达一再否认其芯片存在任何“后门”。</p><p>据另一知情人士指出，政府针对英伟达和AMD的严格指导有可能延伸至更多领域，目前相关讨论仍处于初步阶段。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4527":"明星科技股","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) 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href=\"https://laohu8.com/OPT/HEX.HK 20250730 440.00 CALL\">$HEX.HK 20250730 440.00 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了<a href=\"https://laohu8.com/OPT/HEX.HK 20250730 440.00 CALL\">$HEX.HK 20250730 440.00 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了$HEX.HK 20250730 440.00 CALL$ 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的一些操作，用期权和正股配合，把成本降下去，最终吃到收购前的一波红利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447342984778144","repostId":"447052530852048","repostType":1,"repost":{"id":447052530852048,"gmtCreate":1750164741852,"gmtModify":1750166630782,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"title":"为什么我们没有付费的群组及付费知识星球割韭菜","htmlText":"图片 许多关注我们基金的朋友都在问： “有没有付费交流群？”、“能不能跟单操作？” 今天给大家交个底： 不搞社群、不做知识付费、不推跟单——这是我们坚守的三大原则，原因如下： 1. 比起收割粉丝，我们更在意长期信任 尽管我们在老虎社区积累2600+粉丝（ID：nicegame），Telegram群内也有众多活跃用户，但知识付费赚快钱从来不是我们的目标。 试想：若开个付费星球，每位用户月费100元，一年创收不过几十万。相比基金的管理规模，这点收入微乎其微。而我们更看重的是用真金白银的业绩说话，而非收割短期流量。 2. 投资不是聊天跟单，而是系统性战争 或许有同行在社群里晒交易记录，怂恿用户跟单。但我们见过太多惨痛教训： 抄作业≠能赚钱： 同一笔操作，有人重仓梭哈，有人轻仓试探，结局天差地别； 认知断层要命： 当持仓浮亏20%时，有人果断止损，有人越跌越补，背后是对底层逻辑的理解鸿沟； 时间成本难复制： 你以为的“实时同步”，可能滞后3分钟，足够市场逆转乾坤。 ▶️ 以我们近期操作的美国钢铁（X）收购套利为例： 5月28日建仓逻辑： 日本制铁收购美国钢铁概率超95%，套利空间约4%&nbsp;（收购55VS市价53）； 双线布局： 正股+期权组合建仓，利用期权时间价值摊薄成本至$52.3； 你以为这就稳赚？真正的博弈才刚刚开始： 6月13日黑天鹅 日本高管炮轰美国干预，股价闪崩5%至$51； 逆势加仓30% 我们判断情绪恐慌&gt;实际风险，反手加码押注； 24小时绝地反杀 周六凌晨并购官宣，股价冲至$54.8，所有浮亏一键翻红。 图片 ⚠️ 即使全程公开操作细节，99%的人依然会踩坑： 你敢在暴跌5%时加仓？ &nbsp;（多数人选择割肉） 你能承受过周末的未知风险？ &nbsp;（消息公布前账户浮亏近10%） 你算得清期权组合的对冲比例？ &nbsp;（数学不好的已被波动震","listText":"图片 许多关注我们基金的朋友都在问： “有没有付费交流群？”、“能不能跟单操作？” 今天给大家交个底： 不搞社群、不做知识付费、不推跟单——这是我们坚守的三大原则，原因如下： 1. 比起收割粉丝，我们更在意长期信任 尽管我们在老虎社区积累2600+粉丝（ID：nicegame），Telegram群内也有众多活跃用户，但知识付费赚快钱从来不是我们的目标。 试想：若开个付费星球，每位用户月费100元，一年创收不过几十万。相比基金的管理规模，这点收入微乎其微。而我们更看重的是用真金白银的业绩说话，而非收割短期流量。 2. 投资不是聊天跟单，而是系统性战争 或许有同行在社群里晒交易记录，怂恿用户跟单。但我们见过太多惨痛教训： 抄作业≠能赚钱： 同一笔操作，有人重仓梭哈，有人轻仓试探，结局天差地别； 认知断层要命： 当持仓浮亏20%时，有人果断止损，有人越跌越补，背后是对底层逻辑的理解鸿沟； 时间成本难复制： 你以为的“实时同步”，可能滞后3分钟，足够市场逆转乾坤。 ▶️ 以我们近期操作的美国钢铁（X）收购套利为例： 5月28日建仓逻辑： 日本制铁收购美国钢铁概率超95%，套利空间约4%&nbsp;（收购55VS市价53）； 双线布局： 正股+期权组合建仓，利用期权时间价值摊薄成本至$52.3； 你以为这就稳赚？真正的博弈才刚刚开始： 6月13日黑天鹅 日本高管炮轰美国干预，股价闪崩5%至$51； 逆势加仓30% 我们判断情绪恐慌&gt;实际风险，反手加码押注； 24小时绝地反杀 周六凌晨并购官宣，股价冲至$54.8，所有浮亏一键翻红。 图片 ⚠️ 即使全程公开操作细节，99%的人依然会踩坑： 你敢在暴跌5%时加仓？ &nbsp;（多数人选择割肉） 你能承受过周末的未知风险？ &nbsp;（消息公布前账户浮亏近10%） 你算得清期权组合的对冲比例？ &nbsp;（数学不好的已被波动震","text":"图片 许多关注我们基金的朋友都在问： “有没有付费交流群？”、“能不能跟单操作？” 今天给大家交个底： 不搞社群、不做知识付费、不推跟单——这是我们坚守的三大原则，原因如下： 1. 比起收割粉丝，我们更在意长期信任 尽管我们在老虎社区积累2600+粉丝（ID：nicegame），Telegram群内也有众多活跃用户，但知识付费赚快钱从来不是我们的目标。 试想：若开个付费星球，每位用户月费100元，一年创收不过几十万。相比基金的管理规模，这点收入微乎其微。而我们更看重的是用真金白银的业绩说话，而非收割短期流量。 2. 投资不是聊天跟单，而是系统性战争 或许有同行在社群里晒交易记录，怂恿用户跟单。但我们见过太多惨痛教训： 抄作业≠能赚钱： 同一笔操作，有人重仓梭哈，有人轻仓试探，结局天差地别； 认知断层要命： 当持仓浮亏20%时，有人果断止损，有人越跌越补，背后是对底层逻辑的理解鸿沟； 时间成本难复制： 你以为的“实时同步”，可能滞后3分钟，足够市场逆转乾坤。 ▶️ 以我们近期操作的美国钢铁（X）收购套利为例： 5月28日建仓逻辑： 日本制铁收购美国钢铁概率超95%，套利空间约4% （收购55VS市价53）； 双线布局： 正股+期权组合建仓，利用期权时间价值摊薄成本至$52.3； 你以为这就稳赚？真正的博弈才刚刚开始： 6月13日黑天鹅 日本高管炮轰美国干预，股价闪崩5%至$51； 逆势加仓30% 我们判断情绪恐慌>实际风险，反手加码押注； 24小时绝地反杀 周六凌晨并购官宣，股价冲至$54.8，所有浮亏一键翻红。 图片 ⚠️ 即使全程公开操作细节，99%的人依然会踩坑： 你敢在暴跌5%时加仓？ 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href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> The Good news is，circle终于开始跌了！","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> The Good news is，circle终于开始跌了！","text":"$Circle Internet Corp.(CRCL)$ The Good news is，circle终于开始跌了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/447008786248024","isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446999932035536,"gmtCreate":1750152242538,"gmtModify":1753878711014,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 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href=\"https://laohu8.com/OPT/ALB.HK 20250627 145.00 CALL\">$ALB.HK 20250627 145.00 CALL$&nbsp;</a>,持有阿里巴股票，卖一点看涨call","text":"我开仓了$ALB.HK 20250627 145.00 CALL$ ,持有阿里巴股票，卖一点看涨call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/443071004999720","isVote":1,"tweetType":1,"viewCount":2766,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570912985389356","authorId":"3570912985389356","name":"JIM青梅煮酒","avatar":"https://static.tigerbbs.com/eb6dce4963e53918d9cd0125bfffaf38","crmLevel":3,"crmLevelSwitch":1,"idStr":"3570912985389356","authorIdStr":"3570912985389356"},"content":"这是什么获利逻辑哦？","text":"这是什么获利逻辑哦？","html":"这是什么获利逻辑哦？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440156535276312,"gmtCreate":1748498292005,"gmtModify":1748498621872,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/CAT.HK 20250529 350.00 CALL\">$CAT.HK 20250529 350.00 CALL$</a> 周一开盘空了一下宁德时代，涨不到350","listText":"<a href=\"https://laohu8.com/OPT/CAT.HK 20250529 350.00 CALL\">$CAT.HK 20250529 350.00 CALL$</a> 周一开盘空了一下宁德时代，涨不到350","text":"$CAT.HK 20250529 350.00 CALL$ 周一开盘空了一下宁德时代，涨不到350","images":[{"img":"https://static.tigerbbs.com/235250a49a5540cb2e432f4b63948ebb","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/440156535276312","isVote":1,"tweetType":1,"viewCount":12320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":440149685330064,"gmtCreate":1748496689836,"gmtModify":1749210549531,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250606 540.00 CALL\">$TCH.HK 20250606 540.00 CALL$&nbsp;</a>,持有100股以上，卖点cover call","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250606 540.00 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call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440149685330064","isVote":1,"tweetType":1,"viewCount":1981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439943668568080,"gmtCreate":1748428554707,"gmtModify":1748428555807,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"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/439943668568080","repostId":"439871721087040","repostType":1,"repost":{"id":439871721087040,"gmtCreate":1748414822731,"gmtModify":1748415427999,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"💰27家百亿市值美股创新高：奈飞、菲利普莫里斯、直觉软件领涨，原因及看点分析","htmlText":"截至周二市场收盘，美股在贸易局势缓和与经济数据改善的推动下强劲上涨，三大指数 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 全线收高，有27家百亿美元市值以上的个股创出新高。贸易局势缓和 ：美国宣布延迟向欧洲产品加征关税并与欧盟加快贸易谈判，这一消息极大地提振了市场信心，降低了投资者对贸易摩擦升级的担忧，使得全球市场风险偏好有所提升，资金流入股市的意愿增强。经济数据向好 ：美国研究机构世界大型企业研究会 5 月 27 日发布的调查数据显示，美国 5 月消费者信心指数从 4 月的 85.7 回升至 98，高于市场预期，结束此前连续 5 个月的下降，反映出消费者对经济前景和自身财务状况的乐观态度有所增强，这对经济增长是一个积极信号，也使得投资者对企业盈利增长前景更为看好。不过，美国 4 月份耐用品订单金额为 2963 亿美元，环比下降 6.3%，虽好于市场预期的下降 8.1%，但仍显示出制造业的疲软。美联储政策影响 ：美国明尼阿波利斯联邦储备银行行长尼尔・卡什卡利表示，特朗普政府关税谈判可能需要数月或数年才会结束，可能出现 “针尖对麦芒” 式的相互加征关税，关税对中间品的影响需要时间才会传导至最终产品价格。这一表态使得市场对未来通胀走势和利率政策仍存在一定的不确定性，但整体上美联储此前的降息预期已有所升温，市场认为美联储在 6 月按兵不动后，9 月前降息的可能性增加。综上所述，2025年5月27日受美欧贸易紧张局势缓和和消费者信心回升等利好因素提振，美股三大指数集体上涨。市场对经济前景和美联储政策预期转向","listText":"截至周二市场收盘，美股在贸易局势缓和与经济数据改善的推动下强劲上涨，三大指数 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 全线收高，有27家百亿美元市值以上的个股创出新高。贸易局势缓和 ：美国宣布延迟向欧洲产品加征关税并与欧盟加快贸易谈判，这一消息极大地提振了市场信心，降低了投资者对贸易摩擦升级的担忧，使得全球市场风险偏好有所提升，资金流入股市的意愿增强。经济数据向好 ：美国研究机构世界大型企业研究会 5 月 27 日发布的调查数据显示，美国 5 月消费者信心指数从 4 月的 85.7 回升至 98，高于市场预期，结束此前连续 5 个月的下降，反映出消费者对经济前景和自身财务状况的乐观态度有所增强，这对经济增长是一个积极信号，也使得投资者对企业盈利增长前景更为看好。不过，美国 4 月份耐用品订单金额为 2963 亿美元，环比下降 6.3%，虽好于市场预期的下降 8.1%，但仍显示出制造业的疲软。美联储政策影响 ：美国明尼阿波利斯联邦储备银行行长尼尔・卡什卡利表示，特朗普政府关税谈判可能需要数月或数年才会结束，可能出现 “针尖对麦芒” 式的相互加征关税，关税对中间品的影响需要时间才会传导至最终产品价格。这一表态使得市场对未来通胀走势和利率政策仍存在一定的不确定性，但整体上美联储此前的降息预期已有所升温，市场认为美联储在 6 月按兵不动后，9 月前降息的可能性增加。综上所述，2025年5月27日受美欧贸易紧张局势缓和和消费者信心回升等利好因素提振，美股三大指数集体上涨。市场对经济前景和美联储政策预期转向","text":"截至周二市场收盘，美股在贸易局势缓和与经济数据改善的推动下强劲上涨，三大指数 $标普500ETF(SPY)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 全线收高，有27家百亿美元市值以上的个股创出新高。贸易局势缓和 ：美国宣布延迟向欧洲产品加征关税并与欧盟加快贸易谈判，这一消息极大地提振了市场信心，降低了投资者对贸易摩擦升级的担忧，使得全球市场风险偏好有所提升，资金流入股市的意愿增强。经济数据向好 ：美国研究机构世界大型企业研究会 5 月 27 日发布的调查数据显示，美国 5 月消费者信心指数从 4 月的 85.7 回升至 98，高于市场预期，结束此前连续 5 个月的下降，反映出消费者对经济前景和自身财务状况的乐观态度有所增强，这对经济增长是一个积极信号，也使得投资者对企业盈利增长前景更为看好。不过，美国 4 月份耐用品订单金额为 2963 亿美元，环比下降 6.3%，虽好于市场预期的下降 8.1%，但仍显示出制造业的疲软。美联储政策影响 ：美国明尼阿波利斯联邦储备银行行长尼尔・卡什卡利表示，特朗普政府关税谈判可能需要数月或数年才会结束，可能出现 “针尖对麦芒” 式的相互加征关税，关税对中间品的影响需要时间才会传导至最终产品价格。这一表态使得市场对未来通胀走势和利率政策仍存在一定的不确定性，但整体上美联储此前的降息预期已有所升温，市场认为美联储在 6 月按兵不动后，9 月前降息的可能性增加。综上所述，2025年5月27日受美欧贸易紧张局势缓和和消费者信心回升等利好因素提振，美股三大指数集体上涨。市场对经济前景和美联储政策预期转向","images":[{"img":"https://static.tigerbbs.com/8ecb7bdbfad0fec2dea6e0a2b10b9ff0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439871721087040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439471698227448,"gmtCreate":1748311459124,"gmtModify":1748605436225,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250530 570.00 CALL\">$TCH.HK 20250530 570.00 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250530 570.00 CALL\">$TCH.HK 20250530 570.00 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了$TCH.HK 20250530 570.00 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439471698227448","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":369715988513160,"gmtCreate":1731300272348,"gmtModify":1731301649100,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"title":"为什么美联储都降了两次息了，你买的美国国债及TLT和TMF却不见涨？","htmlText":"文章于上周首发于公众号 Amazing Capital 认知不够的时候，赔钱也赔了，你却从来不去研究为什么赔？还一直赔。 美联储降的利息是什么？ 2024年9月，美联储将联邦基金利率目标下调50个基点，至4.75%至5%之间，引发广泛关注。此次降息旨在应对通胀放缓和经济增速放慢。美联储通过降低借贷成本，试图刺激经济增长并维持就业市场的稳定。这一大幅降息将对各类资产的定价和投资策略产生影响，尤其可能引发未来几个月金融市场的波动。这是自通胀下降以来的首次大幅度降息，反映了美联储对经济前景的谨慎乐观态度。 首先，我们来了解一下，美联储降息具体指的是哪种利率，为什么选择了利率区间而不是一个固定的数值。 美联储的降息指的是联邦基金利率，即银行之间进行隔夜拆借时适用的利率。美联储通过调整这一利率来影响整体经济的信贷成本和流动性。采用区间而非单一利率，是为了为市场提供灵活性，让利率根据银行之间的资金供需状况自由浮动。这种做法有助于应对不同的市场条件，确保金融系统的稳定性和调控效果，更好地适应经济变化。 采取区间的另一原因是因为美联储并不直接设定联邦基金利率，而是通过公开市场操作来调节市场上的利率，所以利率会朝向目标区间，而不一定稳定在某个特定的数值。 你买的 <a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> 和 <a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$</a> 是什么？ TLT和TMF底层资产为美联储发行的20年期的美国国债，这个标的与隔夜拆借利息之间没有严格的挂钩关系。 隔夜拆借利率高于5%的时候，20年期美国国债收益率也有小于4.2%的时候， 隔夜拆借利率低于4.7%的时候，20年期美国国债收益率也有大于4.","listText":"文章于上周首发于公众号 Amazing Capital 认知不够的时候，赔钱也赔了，你却从来不去研究为什么赔？还一直赔。 美联储降的利息是什么？ 2024年9月，美联储将联邦基金利率目标下调50个基点，至4.75%至5%之间，引发广泛关注。此次降息旨在应对通胀放缓和经济增速放慢。美联储通过降低借贷成本，试图刺激经济增长并维持就业市场的稳定。这一大幅降息将对各类资产的定价和投资策略产生影响，尤其可能引发未来几个月金融市场的波动。这是自通胀下降以来的首次大幅度降息，反映了美联储对经济前景的谨慎乐观态度。 首先，我们来了解一下，美联储降息具体指的是哪种利率，为什么选择了利率区间而不是一个固定的数值。 美联储的降息指的是联邦基金利率，即银行之间进行隔夜拆借时适用的利率。美联储通过调整这一利率来影响整体经济的信贷成本和流动性。采用区间而非单一利率，是为了为市场提供灵活性，让利率根据银行之间的资金供需状况自由浮动。这种做法有助于应对不同的市场条件，确保金融系统的稳定性和调控效果，更好地适应经济变化。 采取区间的另一原因是因为美联储并不直接设定联邦基金利率，而是通过公开市场操作来调节市场上的利率，所以利率会朝向目标区间，而不一定稳定在某个特定的数值。 你买的 <a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> 和 <a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$</a> 是什么？ TLT和TMF底层资产为美联储发行的20年期的美国国债，这个标的与隔夜拆借利息之间没有严格的挂钩关系。 隔夜拆借利率高于5%的时候，20年期美国国债收益率也有小于4.2%的时候， 隔夜拆借利率低于4.7%的时候，20年期美国国债收益率也有大于4.","text":"文章于上周首发于公众号 Amazing Capital 认知不够的时候，赔钱也赔了，你却从来不去研究为什么赔？还一直赔。 美联储降的利息是什么？ 2024年9月，美联储将联邦基金利率目标下调50个基点，至4.75%至5%之间，引发广泛关注。此次降息旨在应对通胀放缓和经济增速放慢。美联储通过降低借贷成本，试图刺激经济增长并维持就业市场的稳定。这一大幅降息将对各类资产的定价和投资策略产生影响，尤其可能引发未来几个月金融市场的波动。这是自通胀下降以来的首次大幅度降息，反映了美联储对经济前景的谨慎乐观态度。 首先，我们来了解一下，美联储降息具体指的是哪种利率，为什么选择了利率区间而不是一个固定的数值。 美联储的降息指的是联邦基金利率，即银行之间进行隔夜拆借时适用的利率。美联储通过调整这一利率来影响整体经济的信贷成本和流动性。采用区间而非单一利率，是为了为市场提供灵活性，让利率根据银行之间的资金供需状况自由浮动。这种做法有助于应对不同的市场条件，确保金融系统的稳定性和调控效果，更好地适应经济变化。 采取区间的另一原因是因为美联储并不直接设定联邦基金利率，而是通过公开市场操作来调节市场上的利率，所以利率会朝向目标区间，而不一定稳定在某个特定的数值。 你买的 $20+年以上美国国债ETF-iShares(TLT)$ 和 $3倍做多20年期以上国债ETF-Direxion(TMF)$ 是什么？ TLT和TMF底层资产为美联储发行的20年期的美国国债，这个标的与隔夜拆借利息之间没有严格的挂钩关系。 隔夜拆借利率高于5%的时候，20年期美国国债收益率也有小于4.2%的时候， 隔夜拆借利率低于4.7%的时候，20年期美国国债收益率也有大于4.","images":[{"img":"https://static.tigerbbs.com/a9bf98aca1d322561e00141547cbb650","width":"691","height":"314"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":18,"commentSize":10,"repostSize":59,"link":"https://laohu8.com/post/369715988513160","isVote":1,"tweetType":1,"viewCount":30094,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184248405623422","authorId":"4184248405623422","name":"夏树寿司","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4184248405623422","authorIdStr":"4184248405623422"},"content":"国债是美国财政部发行，不是美联储，基本事实都搞错了","text":"国债是美国财政部发行，不是美联储，基本事实都搞错了","html":"国债是美国财政部发行，不是美联储，基本事实都搞错了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":226094069211136,"gmtCreate":1696206745913,"gmtModify":1696207638065,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"月赛第二名团队，目前开放名额招募优秀实盘高手加入！","listText":"月赛第二名团队，目前开放名额招募优秀实盘高手加入！","text":"月赛第二名团队，目前开放名额招募优秀实盘高手加入！","images":[{"img":"https://static.tigerbbs.com/7187eb45e763e83e48b34e4776375ad6","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":13,"repostSize":1,"link":"https://laohu8.com/post/226094069211136","isVote":1,"tweetType":1,"viewCount":3289,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098409976429990","authorId":"4098409976429990","name":"威武贰号","avatar":"https://static.tigerbbs.com/00ba2181fc21d6f263d5f0fee9eca125","crmLevel":8,"crmLevelSwitch":1,"idStr":"4098409976429990","authorIdStr":"4098409976429990"},"content":"还有空位可以加入吗？","text":"还有空位可以加入吗？","html":"还有空位可以加入吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":388156203434520,"gmtCreate":1735806686419,"gmtModify":1735807422261,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"title":"应变2025：投资瞬息万变，投资分享帮你应变","htmlText":"2025年新年伊始，大家新年快乐！感谢 <a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> 邀请，分享一下2025年做过的一些交易： 一、2024年做过哪些印象深刻的交易，请说出三个。 1.美国钢铁（$X）——成功布局的并购交易 2024年初，我完成了一笔颇具代表性的交易。在2023年底，我注意到市场关于$美国钢铁（US Steel）的潜在并购传闻，并开始在30美元左右建仓，随后逐步加仓至更大比例。美国钢铁是一家传统钢铁企业，市值相对较小，市场关注度不高，但其基本面稳健且具有并购价值。2024年初，日本一家钢铁公司宣布以每股约50美元的价格收购$美国钢铁，推动股价迅速上涨至48美元以上。我抓住机会，分批减仓获利退出。这笔交易带来了接近50%的回报，验证了提前布局与对并购事件敏锐洞察的价值。 不过，后续的政治干预给交易增添了戏剧性。美国总统拜登公开反对这一收购案，且考虑到潜在的政策风险，即使明年特朗普上台，也可能延续类似的立场。未来此并购案推进的可能性较低，而美国钢铁回到历史高点的难度也较大。 2. Affirm（$AFRM）——坚持信念的金融科技交易 第二笔交易发生在金融科技领域，标的是热门股票$AFRM。早在2023年关注$UPST时，我留意到Affirm这家公司，它的商业模式类似于中国的“花呗”或“月付”，为在线购物提供分期服务。尽管该股上市初期一度达到175美元的高点，但美联储持续加息对其业务模式构成了较大压力，股价遭遇严重下挫，最低跌至22美元左右。 我在48美元附近建仓后，尽管经历了股价腰斩，但基于对公司业务长期发展的信心，选择了继续持有。Affirm与亚马逊和苹果的合作进一步增强了我的判断——随着降息预期的逐步明朗，公司基本面未见明显恶化，长期仍具备潜力。2024年，小盘金融股在降息预期推动下逐","listText":"2025年新年伊始，大家新年快乐！感谢 <a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> 邀请，分享一下2025年做过的一些交易： 一、2024年做过哪些印象深刻的交易，请说出三个。 1.美国钢铁（$X）——成功布局的并购交易 2024年初，我完成了一笔颇具代表性的交易。在2023年底，我注意到市场关于$美国钢铁（US Steel）的潜在并购传闻，并开始在30美元左右建仓，随后逐步加仓至更大比例。美国钢铁是一家传统钢铁企业，市值相对较小，市场关注度不高，但其基本面稳健且具有并购价值。2024年初，日本一家钢铁公司宣布以每股约50美元的价格收购$美国钢铁，推动股价迅速上涨至48美元以上。我抓住机会，分批减仓获利退出。这笔交易带来了接近50%的回报，验证了提前布局与对并购事件敏锐洞察的价值。 不过，后续的政治干预给交易增添了戏剧性。美国总统拜登公开反对这一收购案，且考虑到潜在的政策风险，即使明年特朗普上台，也可能延续类似的立场。未来此并购案推进的可能性较低，而美国钢铁回到历史高点的难度也较大。 2. Affirm（$AFRM）——坚持信念的金融科技交易 第二笔交易发生在金融科技领域，标的是热门股票$AFRM。早在2023年关注$UPST时，我留意到Affirm这家公司，它的商业模式类似于中国的“花呗”或“月付”，为在线购物提供分期服务。尽管该股上市初期一度达到175美元的高点，但美联储持续加息对其业务模式构成了较大压力，股价遭遇严重下挫，最低跌至22美元左右。 我在48美元附近建仓后，尽管经历了股价腰斩，但基于对公司业务长期发展的信心，选择了继续持有。Affirm与亚马逊和苹果的合作进一步增强了我的判断——随着降息预期的逐步明朗，公司基本面未见明显恶化，长期仍具备潜力。2024年，小盘金融股在降息预期推动下逐","text":"2025年新年伊始，大家新年快乐！感谢 @小虎交易笔记 邀请，分享一下2025年做过的一些交易： 一、2024年做过哪些印象深刻的交易，请说出三个。 1.美国钢铁（$X）——成功布局的并购交易 2024年初，我完成了一笔颇具代表性的交易。在2023年底，我注意到市场关于$美国钢铁（US Steel）的潜在并购传闻，并开始在30美元左右建仓，随后逐步加仓至更大比例。美国钢铁是一家传统钢铁企业，市值相对较小，市场关注度不高，但其基本面稳健且具有并购价值。2024年初，日本一家钢铁公司宣布以每股约50美元的价格收购$美国钢铁，推动股价迅速上涨至48美元以上。我抓住机会，分批减仓获利退出。这笔交易带来了接近50%的回报，验证了提前布局与对并购事件敏锐洞察的价值。 不过，后续的政治干预给交易增添了戏剧性。美国总统拜登公开反对这一收购案，且考虑到潜在的政策风险，即使明年特朗普上台，也可能延续类似的立场。未来此并购案推进的可能性较低，而美国钢铁回到历史高点的难度也较大。 2. Affirm（$AFRM）——坚持信念的金融科技交易 第二笔交易发生在金融科技领域，标的是热门股票$AFRM。早在2023年关注$UPST时，我留意到Affirm这家公司，它的商业模式类似于中国的“花呗”或“月付”，为在线购物提供分期服务。尽管该股上市初期一度达到175美元的高点，但美联储持续加息对其业务模式构成了较大压力，股价遭遇严重下挫，最低跌至22美元左右。 我在48美元附近建仓后，尽管经历了股价腰斩，但基于对公司业务长期发展的信心，选择了继续持有。Affirm与亚马逊和苹果的合作进一步增强了我的判断——随着降息预期的逐步明朗，公司基本面未见明显恶化，长期仍具备潜力。2024年，小盘金融股在降息预期推动下逐","images":[{"img":"https://static.tigerbbs.com/04a94e3889fbf432b986f016ff739c2b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":5,"repostSize":11,"link":"https://laohu8.com/post/388156203434520","isVote":1,"tweetType":1,"viewCount":21378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan_Z0528","avatar":"https://static.tigerbbs.com/d65c4b5c01f61efa0ccc7644f4f6b9b9","crmLevel":4,"crmLevelSwitch":1,"idStr":"1436866998000","authorIdStr":"1436866998000"},"content":"大佬好会赚钱 摩拜 [Miser] [Miser] [Miser] [love you] [love you] [Heart] [Heart]","text":"大佬好会赚钱 摩拜 [Miser] [Miser] [Miser] [love you] [love you] [Heart] [Heart]","html":"大佬好会赚钱 摩拜 [Miser] [Miser] [Miser] [love you] [love you] [Heart] [Heart]"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":381389783720360,"gmtCreate":1734156845112,"gmtModify":1734520642337,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"title":"认识到错误后，为什么大部分人没法第一时间改正， $AVGO 期权爆亏的人性理解","htmlText":"周末闲聊一篇，裸卖 <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 末日205的看涨期权CALL的一点看法，请各位轻拍。第一，认识到下单方向反了（做空），多少人能立即做多，把自己暴露的风险平掉？很多人没有意识到突发事件是改变一个股票基本面的东西。很简单的案例，川普在选举获胜那天 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉的基本面就已经完全翻转，以后即使一年只卖5万辆车，特斯拉股价也不会跌了，这个就是基本面的翻转，再也没人去做空特斯拉。同样的事情发生在博通上面，我早上第一时间告知做空博通的一些人，夜盘203块左右补100股能把做空仓位平掉，很多人都抱有侥幸心理。任何时候，不要与趋势作对手盘。头都伸到铡刀上了，乞求铡刀不落下来，为什么不自己手动把铡刀撤掉？第二，博通是一个什么样的公司？ 自己有没有做研究，有没有做功课，既然没有就不要觉得天上掉馅饼。很多笨蛋还在一些群里鼓吹博通开盘即暴跌，这样的就应立即拉黑。第三，单边的买期权和卖期权都不适合没有出新手村的人，这一段自己理解吧，贴几张图在下面。系统强制平仓正常做空205 call 单张亏损引用网络图片第四，需要多久才意识到错误，并且愿意立即为错误承担后果？如果想听天由命是不是不适合炒股，这个本人也没有更好的理解，正常来说每一单设置止损价是比较合理的，但是期权需要隔夜，是没办法当天止损的。炒股要做到很好应该是反人性的？最后，觉得有用的欢迎到下方去给我投一票，谢谢！<a href=\"https://laohu8.com/TW/380444971442224\" target=\"_blank\">投票开启！谁是你心中的2024年老虎社区年度人物？年度投票</a>","listText":"周末闲聊一篇，裸卖 <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 末日205的看涨期权CALL的一点看法，请各位轻拍。第一，认识到下单方向反了（做空），多少人能立即做多，把自己暴露的风险平掉？很多人没有意识到突发事件是改变一个股票基本面的东西。很简单的案例，川普在选举获胜那天 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉的基本面就已经完全翻转，以后即使一年只卖5万辆车，特斯拉股价也不会跌了，这个就是基本面的翻转，再也没人去做空特斯拉。同样的事情发生在博通上面，我早上第一时间告知做空博通的一些人，夜盘203块左右补100股能把做空仓位平掉，很多人都抱有侥幸心理。任何时候，不要与趋势作对手盘。头都伸到铡刀上了，乞求铡刀不落下来，为什么不自己手动把铡刀撤掉？第二，博通是一个什么样的公司？ 自己有没有做研究，有没有做功课，既然没有就不要觉得天上掉馅饼。很多笨蛋还在一些群里鼓吹博通开盘即暴跌，这样的就应立即拉黑。第三，单边的买期权和卖期权都不适合没有出新手村的人，这一段自己理解吧，贴几张图在下面。系统强制平仓正常做空205 call 单张亏损引用网络图片第四，需要多久才意识到错误，并且愿意立即为错误承担后果？如果想听天由命是不是不适合炒股，这个本人也没有更好的理解，正常来说每一单设置止损价是比较合理的，但是期权需要隔夜，是没办法当天止损的。炒股要做到很好应该是反人性的？最后，觉得有用的欢迎到下方去给我投一票，谢谢！<a href=\"https://laohu8.com/TW/380444971442224\" target=\"_blank\">投票开启！谁是你心中的2024年老虎社区年度人物？年度投票</a>","text":"周末闲聊一篇，裸卖 $博通(AVGO)$ 末日205的看涨期权CALL的一点看法，请各位轻拍。第一，认识到下单方向反了（做空），多少人能立即做多，把自己暴露的风险平掉？很多人没有意识到突发事件是改变一个股票基本面的东西。很简单的案例，川普在选举获胜那天 $特斯拉(TSLA)$ 特斯拉的基本面就已经完全翻转，以后即使一年只卖5万辆车，特斯拉股价也不会跌了，这个就是基本面的翻转，再也没人去做空特斯拉。同样的事情发生在博通上面，我早上第一时间告知做空博通的一些人，夜盘203块左右补100股能把做空仓位平掉，很多人都抱有侥幸心理。任何时候，不要与趋势作对手盘。头都伸到铡刀上了，乞求铡刀不落下来，为什么不自己手动把铡刀撤掉？第二，博通是一个什么样的公司？ 自己有没有做研究，有没有做功课，既然没有就不要觉得天上掉馅饼。很多笨蛋还在一些群里鼓吹博通开盘即暴跌，这样的就应立即拉黑。第三，单边的买期权和卖期权都不适合没有出新手村的人，这一段自己理解吧，贴几张图在下面。系统强制平仓正常做空205 call 单张亏损引用网络图片第四，需要多久才意识到错误，并且愿意立即为错误承担后果？如果想听天由命是不是不适合炒股，这个本人也没有更好的理解，正常来说每一单设置止损价是比较合理的，但是期权需要隔夜，是没办法当天止损的。炒股要做到很好应该是反人性的？最后，觉得有用的欢迎到下方去给我投一票，谢谢！投票开启！谁是你心中的2024年老虎社区年度人物？年度投票","images":[{"img":"https://static.tigerbbs.com/234d806d1b2412bf2b0e2d6eea332e4a","width":"1170","height":"2532"},{"img":"https://static.tigerbbs.com/8e547345ab50b02bee6e68d1bb936b1f","width":"981","height":"1637"},{"img":"https://static.tigerbbs.com/c398eda5e228e5b4e6b7514786993537","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":16,"commentSize":9,"repostSize":19,"link":"https://laohu8.com/post/381389783720360","isVote":1,"tweetType":1,"viewCount":23726,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4190462498959862","authorId":"4190462498959862","name":"久久一粒沙","avatar":"https://static.tigerbbs.com/3f09f78fd2adef71f30993bc76e1a8d7","crmLevel":2,"crmLevelSwitch":0,"idStr":"4190462498959862","authorIdStr":"4190462498959862"},"content":"克服人性是最难做到的。没在博通，有达子call，昨晚眼看着杀却没有及时平仓，总是期望着能够反转。现在亏麻了，幸好持仓不多，深刻反省，心如死灰，但还是不确定下一次能不能果断做到[难过]","text":"克服人性是最难做到的。没在博通，有达子call，昨晚眼看着杀却没有及时平仓，总是期望着能够反转。现在亏麻了，幸好持仓不多，深刻反省，心如死灰，但还是不确定下一次能不能果断做到[难过]","html":"克服人性是最难做到的。没在博通，有达子call，昨晚眼看着杀却没有及时平仓，总是期望着能够反转。现在亏麻了，幸好持仓不多，深刻反省，心如死灰，但还是不确定下一次能不能果断做到[难过]"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":236479076212856,"gmtCreate":1698766915661,"gmtModify":1698766917123,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"最近有什么好的sp标的？","listText":"最近有什么好的sp标的？","text":"最近有什么好的sp标的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/236479076212856","isVote":1,"tweetType":1,"viewCount":2866,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574639930312208","authorId":"3574639930312208","name":"因为爱所以严守规则稳定","avatar":"https://static.tigerbbs.com/2a4645b146cf8cee8d9d6b333097107f","crmLevel":9,"crmLevelSwitch":1,"idStr":"3574639930312208","authorIdStr":"3574639930312208"},"content":"实盘赛还招人吗","text":"实盘赛还招人吗","html":"实盘赛还招人吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453001668706704,"gmtCreate":1751618516085,"gmtModify":1751627998993,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"title":"为什么在美股里买了UNH和TLT（伪装的国债），现在被人叫Loser","htmlText":"虽然我们很少点评个股，但是最近美股牛市的情况下，我们来看看为什么一个医疗的巨头 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 和伪装的美国国债 <a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> 为什么屡创新低。 先看看周四在一轮一轮的辩论后，终于达成的大美丽法案（big Beautiful Bill）, 我们来观察下谁是赢家（Winner）,谁是输家（Loser）： 特朗普“大美丽法案”赢家与输家 赢家（Winner） 美国企业 根据该法案，美国企业税率将从2017年减税前的35%永久降至21%。这一举措无疑为美国企业注入了强大的活力，尤其是制造业和高科技企业。法案还扩大了对企业投资的税收优惠，包括新的机械设备投资、研发费用等。 这些优惠措施将促进美国企业在创新和资本支出方面的积极性，推动经济增长。特朗普显然将经济复苏视为优先事项，而这项法案显然是他推动经济政策的重要一环。（除了电动车外的大部分QQQ指数内的企业会有利好） 美国传统能源行业 拜登政府推动的绿色能源政策在特朗普的“大美丽法案”面前几乎被完全推翻。特别是在取消电动汽车税收减免等措施后，传统能源行业将迎来显著受益。特朗普对气候变化问题持怀疑态度，这一立场在政策中得到了体现。对于马斯克等新能源企业而言，取消电动汽车补贴无疑是一个巨大的打击，正如他所公开表示的，这一政策直接导致了与Trump政府的决裂。 美国富人 减税政策一如既往地倾向于富裕阶层。根据分析，最大的受益者将是年收入在20万至50万美元之间的家庭，以及拥有房产的家庭。特朗普的政策长期以来一直偏向有较高收入和财富积累的人群，这一法案进一步加剧了贫富差距。 美国依赖小费和加班费的群体 该法案也在一定程度上惠及了美国的一","listText":"虽然我们很少点评个股，但是最近美股牛市的情况下，我们来看看为什么一个医疗的巨头 <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> 和伪装的美国国债 <a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> 为什么屡创新低。 先看看周四在一轮一轮的辩论后，终于达成的大美丽法案（big Beautiful Bill）, 我们来观察下谁是赢家（Winner）,谁是输家（Loser）： 特朗普“大美丽法案”赢家与输家 赢家（Winner） 美国企业 根据该法案，美国企业税率将从2017年减税前的35%永久降至21%。这一举措无疑为美国企业注入了强大的活力，尤其是制造业和高科技企业。法案还扩大了对企业投资的税收优惠，包括新的机械设备投资、研发费用等。 这些优惠措施将促进美国企业在创新和资本支出方面的积极性，推动经济增长。特朗普显然将经济复苏视为优先事项，而这项法案显然是他推动经济政策的重要一环。（除了电动车外的大部分QQQ指数内的企业会有利好） 美国传统能源行业 拜登政府推动的绿色能源政策在特朗普的“大美丽法案”面前几乎被完全推翻。特别是在取消电动汽车税收减免等措施后，传统能源行业将迎来显著受益。特朗普对气候变化问题持怀疑态度，这一立场在政策中得到了体现。对于马斯克等新能源企业而言，取消电动汽车补贴无疑是一个巨大的打击，正如他所公开表示的，这一政策直接导致了与Trump政府的决裂。 美国富人 减税政策一如既往地倾向于富裕阶层。根据分析，最大的受益者将是年收入在20万至50万美元之间的家庭，以及拥有房产的家庭。特朗普的政策长期以来一直偏向有较高收入和财富积累的人群，这一法案进一步加剧了贫富差距。 美国依赖小费和加班费的群体 该法案也在一定程度上惠及了美国的一","text":"虽然我们很少点评个股，但是最近美股牛市的情况下，我们来看看为什么一个医疗的巨头 $联合健康(UNH)$ 和伪装的美国国债 $20+年以上美国国债ETF-iShares(TLT)$ 为什么屡创新低。 先看看周四在一轮一轮的辩论后，终于达成的大美丽法案（big Beautiful Bill）, 我们来观察下谁是赢家（Winner）,谁是输家（Loser）： 特朗普“大美丽法案”赢家与输家 赢家（Winner） 美国企业 根据该法案，美国企业税率将从2017年减税前的35%永久降至21%。这一举措无疑为美国企业注入了强大的活力，尤其是制造业和高科技企业。法案还扩大了对企业投资的税收优惠，包括新的机械设备投资、研发费用等。 这些优惠措施将促进美国企业在创新和资本支出方面的积极性，推动经济增长。特朗普显然将经济复苏视为优先事项，而这项法案显然是他推动经济政策的重要一环。（除了电动车外的大部分QQQ指数内的企业会有利好） 美国传统能源行业 拜登政府推动的绿色能源政策在特朗普的“大美丽法案”面前几乎被完全推翻。特别是在取消电动汽车税收减免等措施后，传统能源行业将迎来显著受益。特朗普对气候变化问题持怀疑态度，这一立场在政策中得到了体现。对于马斯克等新能源企业而言，取消电动汽车补贴无疑是一个巨大的打击，正如他所公开表示的，这一政策直接导致了与Trump政府的决裂。 美国富人 减税政策一如既往地倾向于富裕阶层。根据分析，最大的受益者将是年收入在20万至50万美元之间的家庭，以及拥有房产的家庭。特朗普的政策长期以来一直偏向有较高收入和财富积累的人群，这一法案进一步加剧了贫富差距。 美国依赖小费和加班费的群体 该法案也在一定程度上惠及了美国的一","images":[{"img":"https://static.tigerbbs.com/23f31e1fb0df6fed26b422797085c438","width":"698","height":"400"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":26,"commentSize":1,"repostSize":4,"link":"https://laohu8.com/post/453001668706704","isVote":1,"tweetType":1,"viewCount":15701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":373798270845080,"gmtCreate":1732288939267,"gmtModify":1732288940613,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OKE\">$欧尼克（万欧卡）(OKE)$</a> &nbsp;or <a href=\"https://laohu8.com/S/LNG\">$Cheniere Energy Inc(LNG)$</a> &nbsp;which is better？","listText":"<a href=\"https://laohu8.com/S/OKE\">$欧尼克（万欧卡）(OKE)$</a> &nbsp;or <a href=\"https://laohu8.com/S/LNG\">$Cheniere Energy Inc(LNG)$</a> &nbsp;which is better？","text":"$欧尼克（万欧卡）(OKE)$ or $Cheniere Energy Inc(LNG)$ which is better？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/373798270845080","isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan_Z0528","avatar":"https://static.tigerbbs.com/d65c4b5c01f61efa0ccc7644f4f6b9b9","crmLevel":4,"crmLevelSwitch":1,"idStr":"1436866998000","authorIdStr":"1436866998000"},"content":"看起来都真不错，您买了什么？我明天看一下 [Miser] [What] [What]","text":"看起来都真不错，您买了什么？我明天看一下 [Miser] [What] [What]","html":"看起来都真不错，您买了什么？我明天看一下 [Miser] [What] [What]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329196754317504,"gmtCreate":1721401262714,"gmtModify":1721401492811,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/PLTR 20240726 30.0 CALL\">$PLTR 20240726 30.0 CALL$</a> 开仓了这个期权，追一下热点","listText":"<a href=\"https://laohu8.com/OPT/PLTR 20240726 30.0 CALL\">$PLTR 20240726 30.0 CALL$</a> 开仓了这个期权，追一下热点","text":"$PLTR 20240726 30.0 CALL$ 开仓了这个期权，追一下热点","images":[{"img":"https://static.tigerbbs.com/7e00f954f24975f2448760520a40440f","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/329196754317504","isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098233506355600","authorId":"4098233506355600","name":"十四月阙","avatar":"https://static.tigerbbs.com/00cd1460deec808dfaa014150ebf538e","crmLevel":2,"crmLevelSwitch":1,"idStr":"4098233506355600","authorIdStr":"4098233506355600"},"content":"是的，有热度，就有可能","text":"是的，有热度，就有可能","html":"是的，有热度，就有可能"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":240089209360432,"gmtCreate":1699634053348,"gmtModify":1699634506269,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"老虎🐯社区邀请优秀团员一起在社区分享了，有团队成员和我一起参与吗？ 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@专注打新15年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/240089209360432","isVote":1,"tweetType":1,"viewCount":3504,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"content":"有木有人一起啊，可以加分","text":"有木有人一起啊，可以加分","html":"有木有人一起啊，可以加分"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":240089335607576,"gmtCreate":1699634183707,"gmtModify":1699636011203,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"老虎🐯社区邀请优秀团员一起在社区分享了，有团队成员和我一起参与吗？ 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