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理想中的生活
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老虎认证: 房地产行业,高级管理者
IP属地:陕西
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理想中的生活
08-05 15:39
我开仓了
$PEN.HK 20250828 70.00 PUT$
,重新开始新的波段策略。
理想中的生活
08-05 13:53
我平仓了
$蓝思科技(06613)$
,来看看我最新分享的订单!
@小虎看单
理想中的生活
08-01
我开仓了
$UVXY 20250829 23.0 CALL$
,这个行权价如果被行权,等于把5月份最后买入的UVXY出清了。
理想中的生活
08-01
我开仓了1手
$COIN 20250808 350.0 CALL$
,末日Sp350今天大概率接盘了,滚动做个下周的covered call
理想中的生活
07-30
我平仓了
$蓝思科技(06613)$
,来看看我最新分享的订单!
@小虎看单
理想中的生活
07-30
我开仓了20手
$LAU.HK 20250828 90.00 PUT$
,来看看我最新分享的订单!
理想中的生活
07-29
我开仓了
$COIN 20250801 350.0 PUT$
,来看看我最新分享的订单!
理想中的生活
07-23
我开仓了
$TMF 20250815 38.0 CALL$
,我开仓了
$TMF 20250815 38.0 CALL$
,再来一批Covered call 再来一批Covered call
理想中的生活
07-23
我开仓了
$巨子生物(02367)$
,回补卖出仓位
理想中的生活
07-22
我开仓了
$COIN 20250801 390.0 PUT$
,裸卖上周到期的call410,被行权了,趁回调sp做个备兑。
理想中的生活
07-22
我开仓了
$YINN 20250919 55.0 CALL$
,在前高附近定价做个covered call
理想中的生活
07-21
我开仓了
$TMF 20250815 38.0 CALL$
,一年来最失败的交易,继续covered call,慢慢磨心性吧,已经对冲了正股的亏损,不过拿了这么久,这么平了还有点不甘心
理想中的生活
07-21
我平仓了
$巨子生物(02367)$
,获利了结,找机会再入。
理想中的生活
07-14
我开仓了
$巨子生物(02367)$
,回补仓位。
理想中的生活
07-11
我开仓了
$蓝思科技(06613)$
,H/A折价25%左右,算是均值。已经不完全是果链概念,几乎完全跟随A股。
理想中的生活
07-10
我开仓了
$YINN 20250725 36.0 PUT$
,资金抱团,贸易战2.0以来,中国的强硬还真有底气,参考19年贸易战1.0市场的走势,继续押注。
理想中的生活
07-10
我平仓了
$巨子生物(02367)$
,长期看好,短期反弹获利了结,后面再找机会入手。
理想中的生活
07-08
我平仓了5600.0股
$蓝思科技(06613)$
,暗盘卖了,后面有合适买点再买。
理想中的生活
07-08
$蓝思科技(06613)$
理想中的生活
07-02
我开仓了
$LAU.HK 20250730 100.00 PUT$
,Sp回补仓位
去老虎APP查看更多动态
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</a>,来看看我最新分享的订单!<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","listText":"我平仓了<a href=\"https://laohu8.com/S/06613\">$蓝思科技(06613)$ </a>,来看看我最新分享的订单!<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我平仓了$蓝思科技(06613)$ ,来看看我最新分享的订单!@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464274924741056","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463060113240296,"gmtCreate":1754057716686,"gmtModify":1754520883283,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/UVXY 20250829 23.0 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","text":"$蓝思科技(06613)$","images":[{"img":"https://static.tigerbbs.com/268d8db5afc02b73bc088fa9974a406e","width":"825","height":"1242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/454268716384792","isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":452184079552744,"gmtCreate":1751422565566,"gmtModify":1753878516107,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/LAU.HK 20250730 100.00 PUT\">$LAU.HK 20250730 100.00 PUT$ </a>,Sp回补仓位","listText":"我开仓了<a href=\"https://laohu8.com/OPT/LAU.HK 20250730 100.00 PUT\">$LAU.HK 20250730 100.00 PUT$ </a>,Sp回补仓位","text":"我开仓了$LAU.HK 20250730 100.00 PUT$ ,Sp回补仓位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452184079552744","isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":442956166284144,"gmtCreate":1749166180441,"gmtModify":1749888150807,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20250613 330.0 CALL\">$TSLA 20250613 330.0 CALL$ </a>,特朗普的特点就是特没谱,特没底线,马斯克支持这货也是,Too young,too simple……想着能上天,结果被活埋了,说不定过两天,特朗普和万斯,卢比奥也搞起来,那就热闹了[捂脸] ","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20250613 330.0 CALL\">$TSLA 20250613 330.0 CALL$ </a>,特朗普的特点就是特没谱,特没底线,马斯克支持这货也是,Too young,too simple……想着能上天,结果被活埋了,说不定过两天,特朗普和万斯,卢比奥也搞起来,那就热闹了[捂脸] ","text":"我开仓了$TSLA 20250613 330.0 CALL$ ,特朗普的特点就是特没谱,特没底线,马斯克支持这货也是,Too young,too simple……想着能上天,结果被活埋了,说不定过两天,特朗普和万斯,卢比奥也搞起来,那就热闹了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/442956166284144","isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568297336315085","authorId":"3568297336315085","name":"小鹏2020","avatar":"https://static.tigerbbs.com/1d897b36ef990579d0cd5f91b68c6575","crmLevel":7,"crmLevelSwitch":0,"idStr":"3568297336315085","authorIdStr":"3568297336315085"},"content":"请问,6.20的call 适合卖个哪个行权价?","text":"请问,6.20的call 适合卖个哪个行权价?","html":"请问,6.20的call 适合卖个哪个行权价?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464274924741056,"gmtCreate":1754373198343,"gmtModify":1754374927867,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/06613\">$蓝思科技(06613)$ </a>,来看看我最新分享的订单!<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","listText":"我平仓了<a href=\"https://laohu8.com/S/06613\">$蓝思科技(06613)$ </a>,来看看我最新分享的订单!<a href=\"https://laohu8.com/U/10000000000010588\">@小虎看单</a>","text":"我平仓了$蓝思科技(06613)$ ,来看看我最新分享的订单!@小虎看单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464274924741056","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464299589824568,"gmtCreate":1754379540298,"gmtModify":1754466491956,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/PEN.HK 20250828 70.00 PUT\">$PEN.HK 20250828 70.00 PUT$ </a>,重新开始新的波段策略。","listText":"我开仓了<a href=\"https://laohu8.com/OPT/PEN.HK 20250828 70.00 PUT\">$PEN.HK 20250828 70.00 PUT$ </a>,重新开始新的波段策略。","text":"我开仓了$PEN.HK 20250828 70.00 PUT$ ,重新开始新的波段策略。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464299589824568","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429795089281336,"gmtCreate":1745901262463,"gmtModify":1745908836893,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"title":"人永远赚不到认知以外的钱","htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 2021年春节前后,A股、港股先后见顶。 因为女儿从那时候开始喜欢买盲盒手办,我就随便跟她开了个玩笑:用她的压岁钱买泡泡玛特的股票,有浮盈赚到钱就接着买盲盒,赚多少买多少,浮亏就中止不买了,当天真的就无脑把女儿2万的压岁钱,在98元高点买入了泡泡玛特,但从买入那天起,股价一路下跌,直到某一天跌到68元,女儿扛不住了,让赶紧割肉抛了,从此就不太关注这票了,虽然股票亏了,但女儿喜欢的盲盒该买还是要买的。 股价持续下跌,当时还得意了一阵子,幸亏在68元止损离场。 直到去年股价一路大涨,从不到10元,涨到当年离场价位附近并没有引起我的注意。年底,泡泡玛特成为10倍妖股的消息铺天盖地,股价回到当初高点附近,我又一次放弃了,现在居然快涨到200,真的是一步错步步错,没有一步踏上点。 1、错误的入场时间:因为一句玩笑,根本没有考虑市场整体的趋势变化,全球加息周期到来,茅台作为高端消费和藏品的代表,从那个时候已经崩了,潮玩流行风潮的不确定性,IP单一,同质化竞争等问题逐渐暴露,那个时候入场的风险绝对是大于收益的。 2、放弃了新机会:因为股价持续下跌而放弃关注一只优质潜力股,上面说的问题,从2023年开始陆续迎来改善,缩表后期降息周期开启,估值修复的预期,IP矩阵逐渐成熟,复购活跃用户粘性提升,消费降级导致的藏品消费有小额高频趋势,国内谷子经济崛起,出海战略成功等明显的信号。 现在只能望洋兴叹,泡泡玛特从纯粹的无故事IP,也开始讲起故事,甚至做起了POPO Land,说不定有成为中国迪士尼的潜质? 当然,资本是疯狂的,资本也是无情的,现在的泡泡玛特还能涨多久?涨多少?要看神话故事能不能续得上。","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$ </a> 2021年春节前后,A股、港股先后见顶。 因为女儿从那时候开始喜欢买盲盒手办,我就随便跟她开了个玩笑:用她的压岁钱买泡泡玛特的股票,有浮盈赚到钱就接着买盲盒,赚多少买多少,浮亏就中止不买了,当天真的就无脑把女儿2万的压岁钱,在98元高点买入了泡泡玛特,但从买入那天起,股价一路下跌,直到某一天跌到68元,女儿扛不住了,让赶紧割肉抛了,从此就不太关注这票了,虽然股票亏了,但女儿喜欢的盲盒该买还是要买的。 股价持续下跌,当时还得意了一阵子,幸亏在68元止损离场。 直到去年股价一路大涨,从不到10元,涨到当年离场价位附近并没有引起我的注意。年底,泡泡玛特成为10倍妖股的消息铺天盖地,股价回到当初高点附近,我又一次放弃了,现在居然快涨到200,真的是一步错步步错,没有一步踏上点。 1、错误的入场时间:因为一句玩笑,根本没有考虑市场整体的趋势变化,全球加息周期到来,茅台作为高端消费和藏品的代表,从那个时候已经崩了,潮玩流行风潮的不确定性,IP单一,同质化竞争等问题逐渐暴露,那个时候入场的风险绝对是大于收益的。 2、放弃了新机会:因为股价持续下跌而放弃关注一只优质潜力股,上面说的问题,从2023年开始陆续迎来改善,缩表后期降息周期开启,估值修复的预期,IP矩阵逐渐成熟,复购活跃用户粘性提升,消费降级导致的藏品消费有小额高频趋势,国内谷子经济崛起,出海战略成功等明显的信号。 现在只能望洋兴叹,泡泡玛特从纯粹的无故事IP,也开始讲起故事,甚至做起了POPO Land,说不定有成为中国迪士尼的潜质? 当然,资本是疯狂的,资本也是无情的,现在的泡泡玛特还能涨多久?涨多少?要看神话故事能不能续得上。","text":"$泡泡玛特(09992)$ 2021年春节前后,A股、港股先后见顶。 因为女儿从那时候开始喜欢买盲盒手办,我就随便跟她开了个玩笑:用她的压岁钱买泡泡玛特的股票,有浮盈赚到钱就接着买盲盒,赚多少买多少,浮亏就中止不买了,当天真的就无脑把女儿2万的压岁钱,在98元高点买入了泡泡玛特,但从买入那天起,股价一路下跌,直到某一天跌到68元,女儿扛不住了,让赶紧割肉抛了,从此就不太关注这票了,虽然股票亏了,但女儿喜欢的盲盒该买还是要买的。 股价持续下跌,当时还得意了一阵子,幸亏在68元止损离场。 直到去年股价一路大涨,从不到10元,涨到当年离场价位附近并没有引起我的注意。年底,泡泡玛特成为10倍妖股的消息铺天盖地,股价回到当初高点附近,我又一次放弃了,现在居然快涨到200,真的是一步错步步错,没有一步踏上点。 1、错误的入场时间:因为一句玩笑,根本没有考虑市场整体的趋势变化,全球加息周期到来,茅台作为高端消费和藏品的代表,从那个时候已经崩了,潮玩流行风潮的不确定性,IP单一,同质化竞争等问题逐渐暴露,那个时候入场的风险绝对是大于收益的。 2、放弃了新机会:因为股价持续下跌而放弃关注一只优质潜力股,上面说的问题,从2023年开始陆续迎来改善,缩表后期降息周期开启,估值修复的预期,IP矩阵逐渐成熟,复购活跃用户粘性提升,消费降级导致的藏品消费有小额高频趋势,国内谷子经济崛起,出海战略成功等明显的信号。 现在只能望洋兴叹,泡泡玛特从纯粹的无故事IP,也开始讲起故事,甚至做起了POPO Land,说不定有成为中国迪士尼的潜质? 当然,资本是疯狂的,资本也是无情的,现在的泡泡玛特还能涨多久?涨多少?要看神话故事能不能续得上。","images":[{"img":"https://static.tigerbbs.com/eaaaf124fad367cf353171100addb8a6","width":"1290","height":"3041"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":4,"repostSize":4,"link":"https://laohu8.com/post/429795089281336","isVote":1,"tweetType":1,"viewCount":12186,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4142416961445330","authorId":"4142416961445330","name":"尖沙咀啵嘴","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4142416961445330","authorIdStr":"4142416961445330"},"content":"始终没get到过ppmt的盲盒,但真的太火了","text":"始终没get到过ppmt的盲盒,但真的太火了","html":"始终没get到过ppmt的盲盒,但真的太火了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":442459005755432,"gmtCreate":1749045067452,"gmtModify":1749888150999,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/XPEV 20250613 18.0 CALL\">$XPEV 20250613 18.0 CALL$ </a>,与**的合作消息短期刺激使得股价上涨,不过还不具备大涨的基础,这一波震荡上行,继续做牛市价差,这次做covered call,构建后面这一条腿。","listText":"我开仓了<a href=\"https://laohu8.com/OPT/XPEV 20250613 18.0 CALL\">$XPEV 20250613 18.0 CALL$ </a>,与**的合作消息短期刺激使得股价上涨,不过还不具备大涨的基础,这一波震荡上行,继续做牛市价差,这次做covered call,构建后面这一条腿。","text":"我开仓了$XPEV 20250613 18.0 CALL$ ,与**的合作消息短期刺激使得股价上涨,不过还不具备大涨的基础,这一波震荡上行,继续做牛市价差,这次做covered call,构建后面这一条腿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/442459005755432","isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568297336315085","authorId":"3568297336315085","name":"小鹏2020","avatar":"https://static.tigerbbs.com/1d897b36ef990579d0cd5f91b68c6575","crmLevel":7,"crmLevelSwitch":0,"idStr":"3568297336315085","authorIdStr":"3568297336315085"},"content":"这不是价内了吗?","text":"这不是价内了吗?","html":"这不是价内了吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356532777726216,"gmtCreate":1728053689141,"gmtModify":1746585255136,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我平仓了1010.0股<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ </a>,卖出打新中的蚊子腿和sp接盘的一半正股,中概最近涨得比较多了,多空出现了一些分歧,后面应该不会单边行情了,震荡可能会加剧,等待机会再入手,极氪和理想最近都比较强势,目前股价还在5日线之上。","listText":"我平仓了1010.0股<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ </a>,卖出打新中的蚊子腿和sp接盘的一半正股,中概最近涨得比较多了,多空出现了一些分歧,后面应该不会单边行情了,震荡可能会加剧,等待机会再入手,极氪和理想最近都比较强势,目前股价还在5日线之上。","text":"我平仓了1010.0股$极氪(ZK)$ ,卖出打新中的蚊子腿和sp接盘的一半正股,中概最近涨得比较多了,多空出现了一些分歧,后面应该不会单边行情了,震荡可能会加剧,等待机会再入手,极氪和理想最近都比较强势,目前股价还在5日线之上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":10,"repostSize":2,"link":"https://laohu8.com/post/356532777726216","isVote":1,"tweetType":1,"viewCount":12202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429640284348544,"gmtCreate":1745914701722,"gmtModify":1745916042999,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"title":"关于小鹏汽车,最近一个多月的投资策略通过验证是正确的","htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> 今年第一季度,小鹏把理想汽车从新势力销冠的宝座上拉了下来,要知道理想坐在销冠宝座上快2年,每周二那个灰底黑字的周销量榜,让行业加速“内卷”,让有些成绩不好的车企高管破防骂娘,但确实使得用户认为理想汽车是“市场领导者”的认知帮助极大。 小鹏汽车大涨的销量,支撑着其股价从低点25元大涨至100元之上,而理想汽车面临的是各路新老对手加入增程赛道,推出各种新车型的高烈度竞争环境,特别是华为赋能的问界品牌,蚕食了理想汽车部分高端车型市场,这种局面正像是“六大派围攻光明顶”,小鹏与理想汽车的市值差距最小时只有不到400亿港元。 3月以来,小鹏M03,p7+的定单池似乎见底,后劲有些不足,换代车型G9,X9等还没面市,上险量又被理想超越,要知道小鹏的单车均价比理想低了差不多10万块,通过下沉市场,低价策略,毛利率肯定干不过理想,销量若是稳不住头把交椅,根本无法支撑其股价超越理想,那时候出现了形势一片大好,而股价滞涨的局面。 3月中旬通过多重技术指标交叉验证,判断小鹏即将进入一个日线调整周期,后面几个交易日没有有效反弹,跌破支撑进入一个更大级别调整区间,当时判断接下来一个月振荡中枢在75~80之间,高点逐步下行,所以分批次卖call,行权日统一在4月29日(在这里吐槽一下港股没有开放周期权交易),行权价从90,87.5,80,一直卖到75,大部分是没有正股做备兑的。期间,经历了特朗普发动贸易战2.0,助攻加快了调整节奏。 除了卖出call,也卖了put,行权日同样是4月29日,行权价从75,70,一直卖到65。双卖构成跨式和宽跨式组合,适合震荡行情,但需注意仓位和保证金占比。 进入5月份,小鹏有望企稳,我打算重新在70,65,60开仓sp,开始陆续接回正","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> 今年第一季度,小鹏把理想汽车从新势力销冠的宝座上拉了下来,要知道理想坐在销冠宝座上快2年,每周二那个灰底黑字的周销量榜,让行业加速“内卷”,让有些成绩不好的车企高管破防骂娘,但确实使得用户认为理想汽车是“市场领导者”的认知帮助极大。 小鹏汽车大涨的销量,支撑着其股价从低点25元大涨至100元之上,而理想汽车面临的是各路新老对手加入增程赛道,推出各种新车型的高烈度竞争环境,特别是华为赋能的问界品牌,蚕食了理想汽车部分高端车型市场,这种局面正像是“六大派围攻光明顶”,小鹏与理想汽车的市值差距最小时只有不到400亿港元。 3月以来,小鹏M03,p7+的定单池似乎见底,后劲有些不足,换代车型G9,X9等还没面市,上险量又被理想超越,要知道小鹏的单车均价比理想低了差不多10万块,通过下沉市场,低价策略,毛利率肯定干不过理想,销量若是稳不住头把交椅,根本无法支撑其股价超越理想,那时候出现了形势一片大好,而股价滞涨的局面。 3月中旬通过多重技术指标交叉验证,判断小鹏即将进入一个日线调整周期,后面几个交易日没有有效反弹,跌破支撑进入一个更大级别调整区间,当时判断接下来一个月振荡中枢在75~80之间,高点逐步下行,所以分批次卖call,行权日统一在4月29日(在这里吐槽一下港股没有开放周期权交易),行权价从90,87.5,80,一直卖到75,大部分是没有正股做备兑的。期间,经历了特朗普发动贸易战2.0,助攻加快了调整节奏。 除了卖出call,也卖了put,行权日同样是4月29日,行权价从75,70,一直卖到65。双卖构成跨式和宽跨式组合,适合震荡行情,但需注意仓位和保证金占比。 进入5月份,小鹏有望企稳,我打算重新在70,65,60开仓sp,开始陆续接回正","text":"$小鹏汽车-W(09868)$ 今年第一季度,小鹏把理想汽车从新势力销冠的宝座上拉了下来,要知道理想坐在销冠宝座上快2年,每周二那个灰底黑字的周销量榜,让行业加速“内卷”,让有些成绩不好的车企高管破防骂娘,但确实使得用户认为理想汽车是“市场领导者”的认知帮助极大。 小鹏汽车大涨的销量,支撑着其股价从低点25元大涨至100元之上,而理想汽车面临的是各路新老对手加入增程赛道,推出各种新车型的高烈度竞争环境,特别是华为赋能的问界品牌,蚕食了理想汽车部分高端车型市场,这种局面正像是“六大派围攻光明顶”,小鹏与理想汽车的市值差距最小时只有不到400亿港元。 3月以来,小鹏M03,p7+的定单池似乎见底,后劲有些不足,换代车型G9,X9等还没面市,上险量又被理想超越,要知道小鹏的单车均价比理想低了差不多10万块,通过下沉市场,低价策略,毛利率肯定干不过理想,销量若是稳不住头把交椅,根本无法支撑其股价超越理想,那时候出现了形势一片大好,而股价滞涨的局面。 3月中旬通过多重技术指标交叉验证,判断小鹏即将进入一个日线调整周期,后面几个交易日没有有效反弹,跌破支撑进入一个更大级别调整区间,当时判断接下来一个月振荡中枢在75~80之间,高点逐步下行,所以分批次卖call,行权日统一在4月29日(在这里吐槽一下港股没有开放周期权交易),行权价从90,87.5,80,一直卖到75,大部分是没有正股做备兑的。期间,经历了特朗普发动贸易战2.0,助攻加快了调整节奏。 除了卖出call,也卖了put,行权日同样是4月29日,行权价从75,70,一直卖到65。双卖构成跨式和宽跨式组合,适合震荡行情,但需注意仓位和保证金占比。 进入5月份,小鹏有望企稳,我打算重新在70,65,60开仓sp,开始陆续接回正","images":[{"img":"https://static.tigerbbs.com/5ff4323d5c699ee232f603ea30ef67a6","width":"1319","height":"1614"},{"img":"https://static.tigerbbs.com/659c747dfa04cdd43b9922c8cf70d966","width":"1092","height":"1717"},{"img":"https://static.tigerbbs.com/6a8d57741a010878d1351633de493e67","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/429640284348544","isVote":1,"tweetType":1,"viewCount":13368,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161932824255432","authorId":"4161932824255432","name":"小岛大浪","avatar":"https://static.tigerbbs.com/cc99af29da6b3cedde4255cafa4f97d3","crmLevel":5,"crmLevelSwitch":0,"idStr":"4161932824255432","authorIdStr":"4161932824255432"},"content":"我觉得新能源汽车里面,理想是最不值那个价的","text":"我觉得新能源汽车里面,理想是最不值那个价的","html":"我觉得新能源汽车里面,理想是最不值那个价的"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":442598439129856,"gmtCreate":1749078614655,"gmtModify":1749079404973,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"title":"2025.5月投资复盘","htmlText":"【宏观形势】 最近两个月,特朗普政府针对全球对美贸易顺差国的一系列关税骚操作,用极限施压凭空创造筹码的谈判手法,引发全球市场巨震。特别是其针对中国的关税讹诈被强硬回怼后,态度180°大转弯,美国与中国达成临时谅解居然在美国与欧洲,日本等盟友之前,真是应了那句话:战场上得不到的东西,谈判桌上也别想得到。 然而,特朗普的这顿操作,再一次透支了美国的国家信用,美股、美债、美元一度出现三杀局面,虽然随着中美之间达成临时谅解而有所缓和,美股也出现明显反弹,但作为美元供应基础的美债却出现失血,收益率快速飙升到去年9月降息之前,美联储一年多以来为降息和抑制通胀所做的各种努力,被特朗普两下子就给搅黄了。 这一轮对抗,东升西落行情十分明显,在可以预见的未来,去全球化将使以美国为首的西方国家长期陷入高通胀,高利率,高名义增长;中国也困在低通胀,低利率,低名义增长的漩涡中,当“高血压”遇到“低血糖”,谁都不会好过。 【中国的表现】 特朗普发动本次贸易战的核心仍然是针对中国,但相比中美贸易战1.0,本次中国表现的更从容,经历过贸易战1.0的人都知道,当年特朗普打个喷嚏A股都得跪下,而现在呢? 中国之所以表现得如此强硬,还是自身实力明显增强,我们看到的deepseek横空出世,国防军工跨越式发展,这些都只是发展成果积累到一定程度的必然结果。我们知道特朗普政府手里根本就没有能制约中国的底牌,卡准了美国高通胀,高关税,高利率这种不可能三角,打不起持久战。 【5月市场微观】 1、美股三大指数反弹,但市场出现明显的分化行情,传统科技巨头,微软,苹果,谷歌,亚马逊等跑输或勉强持平指数涨幅,只有特斯拉受益于马斯克退出DOGE开始回归主业消息的提振,得以跑赢指数。 2、美债遭遇信用危机,也失去避险属性遭到抛售,特别是5月的美债拍卖一片狼藉,日本也有继续抛售美债缓解流动性危机的迹象,而美债的持续下跌,对6月借新还旧","listText":"【宏观形势】 最近两个月,特朗普政府针对全球对美贸易顺差国的一系列关税骚操作,用极限施压凭空创造筹码的谈判手法,引发全球市场巨震。特别是其针对中国的关税讹诈被强硬回怼后,态度180°大转弯,美国与中国达成临时谅解居然在美国与欧洲,日本等盟友之前,真是应了那句话:战场上得不到的东西,谈判桌上也别想得到。 然而,特朗普的这顿操作,再一次透支了美国的国家信用,美股、美债、美元一度出现三杀局面,虽然随着中美之间达成临时谅解而有所缓和,美股也出现明显反弹,但作为美元供应基础的美债却出现失血,收益率快速飙升到去年9月降息之前,美联储一年多以来为降息和抑制通胀所做的各种努力,被特朗普两下子就给搅黄了。 这一轮对抗,东升西落行情十分明显,在可以预见的未来,去全球化将使以美国为首的西方国家长期陷入高通胀,高利率,高名义增长;中国也困在低通胀,低利率,低名义增长的漩涡中,当“高血压”遇到“低血糖”,谁都不会好过。 【中国的表现】 特朗普发动本次贸易战的核心仍然是针对中国,但相比中美贸易战1.0,本次中国表现的更从容,经历过贸易战1.0的人都知道,当年特朗普打个喷嚏A股都得跪下,而现在呢? 中国之所以表现得如此强硬,还是自身实力明显增强,我们看到的deepseek横空出世,国防军工跨越式发展,这些都只是发展成果积累到一定程度的必然结果。我们知道特朗普政府手里根本就没有能制约中国的底牌,卡准了美国高通胀,高关税,高利率这种不可能三角,打不起持久战。 【5月市场微观】 1、美股三大指数反弹,但市场出现明显的分化行情,传统科技巨头,微软,苹果,谷歌,亚马逊等跑输或勉强持平指数涨幅,只有特斯拉受益于马斯克退出DOGE开始回归主业消息的提振,得以跑赢指数。 2、美债遭遇信用危机,也失去避险属性遭到抛售,特别是5月的美债拍卖一片狼藉,日本也有继续抛售美债缓解流动性危机的迹象,而美债的持续下跌,对6月借新还旧","text":"【宏观形势】 最近两个月,特朗普政府针对全球对美贸易顺差国的一系列关税骚操作,用极限施压凭空创造筹码的谈判手法,引发全球市场巨震。特别是其针对中国的关税讹诈被强硬回怼后,态度180°大转弯,美国与中国达成临时谅解居然在美国与欧洲,日本等盟友之前,真是应了那句话:战场上得不到的东西,谈判桌上也别想得到。 然而,特朗普的这顿操作,再一次透支了美国的国家信用,美股、美债、美元一度出现三杀局面,虽然随着中美之间达成临时谅解而有所缓和,美股也出现明显反弹,但作为美元供应基础的美债却出现失血,收益率快速飙升到去年9月降息之前,美联储一年多以来为降息和抑制通胀所做的各种努力,被特朗普两下子就给搅黄了。 这一轮对抗,东升西落行情十分明显,在可以预见的未来,去全球化将使以美国为首的西方国家长期陷入高通胀,高利率,高名义增长;中国也困在低通胀,低利率,低名义增长的漩涡中,当“高血压”遇到“低血糖”,谁都不会好过。 【中国的表现】 特朗普发动本次贸易战的核心仍然是针对中国,但相比中美贸易战1.0,本次中国表现的更从容,经历过贸易战1.0的人都知道,当年特朗普打个喷嚏A股都得跪下,而现在呢? 中国之所以表现得如此强硬,还是自身实力明显增强,我们看到的deepseek横空出世,国防军工跨越式发展,这些都只是发展成果积累到一定程度的必然结果。我们知道特朗普政府手里根本就没有能制约中国的底牌,卡准了美国高通胀,高关税,高利率这种不可能三角,打不起持久战。 【5月市场微观】 1、美股三大指数反弹,但市场出现明显的分化行情,传统科技巨头,微软,苹果,谷歌,亚马逊等跑输或勉强持平指数涨幅,只有特斯拉受益于马斯克退出DOGE开始回归主业消息的提振,得以跑赢指数。 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call,现在波动率下来了,期权也开始折价,没有刚开盘的套利空间。","images":[{"img":"https://static.tigerbbs.com/4bf9df83008de04bbd93fdef1242691d","width":"1092","height":"1717"},{"img":"https://static.tigerbbs.com/4a095be20e21d575335e2179efebc52b","width":"1290","height":"3047"},{"img":"https://static.tigerbbs.com/476f546d1de55d87834b2176331392e1","width":"1092","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/432524979564856","isVote":1,"tweetType":1,"viewCount":13403,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580805191640024","authorId":"3580805191640024","name":"天堂鸟芝羽","avatar":"https://static.tigerbbs.com/16feb08e43443c04ef27e9a324964e73","crmLevel":1,"crmLevelSwitch":0,"idStr":"3580805191640024","authorIdStr":"3580805191640024"},"content":"[抱拳] [666] 交个朋友吧?跟着你发财 [捂嘴] [开心]","text":"[抱拳] [666] 交个朋友吧?跟着你发财 [捂嘴] [开心]","html":"[抱拳] [666] 交个朋友吧?跟着你发财 [捂嘴] [开心]"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":280606726082792,"gmtCreate":1709529053760,"gmtModify":1709529219548,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/LAU.HK 20240327 200.00 CALL\">$LAU.HK 20240327 200.00 CALL$</a> <a href=\"https://laohu8.com/OPT/LI 20240308 42.0 CALL\">$LI 20240308 42.0 CALL$</a> 对于LI Auto仍然是坚持长期看多的,投资人最应该看重的是企业创始人的认知,以及对公司经营的掌控力。 短期涨多了,利好兑现了,总是要调整的,做好对冲就好! 短期的波动说明不了任何问题,坚持自己的判断,不被杂音干扰。","listText":"<a href=\"https://laohu8.com/OPT/LAU.HK 20240327 200.00 CALL\">$LAU.HK 20240327 200.00 CALL$</a> <a href=\"https://laohu8.com/OPT/LI 20240308 42.0 CALL\">$LI 20240308 42.0 CALL$</a> 对于LI Auto仍然是坚持长期看多的,投资人最应该看重的是企业创始人的认知,以及对公司经营的掌控力。 短期涨多了,利好兑现了,总是要调整的,做好对冲就好! 短期的波动说明不了任何问题,坚持自己的判断,不被杂音干扰。","text":"$LAU.HK 20240327 200.00 CALL$ $LI 20240308 42.0 CALL$ 对于LI Auto仍然是坚持长期看多的,投资人最应该看重的是企业创始人的认知,以及对公司经营的掌控力。 短期涨多了,利好兑现了,总是要调整的,做好对冲就好! 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发行定价还是比较良心的,看看能不能中它500股。","images":[{"img":"https://static.tigerbbs.com/3e46230fdfeab4964e63edc307325e08","width":"825","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/304053912989888","isVote":1,"tweetType":1,"viewCount":7461,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476687987241668","authorId":"3476687987241668","name":"小名小虎的虎友","avatar":"https://static.tigerbbs.com/bf9b871ee6a5c8b01b8d8aebc8dd990e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3476687987241668","authorIdStr":"3476687987241668"},"content":"中签率约1%,我的300股申购中了3股[开心]","text":"中签率约1%,我的300股申购中了3股[开心]","html":"中签率约1%,我的300股申购中了3股[开心]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308343292240200,"gmtCreate":1716300967038,"gmtModify":1746585255238,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我开仓了5手<a href=\"https://laohu8.com/OPT/XPEV 20240628 10.0 CALL\">$XPEV 20240628 10.0 CALL$ </a>,基本面依然弱势,前面高点压力很大,冲高卖出。","listText":"我开仓了5手<a href=\"https://laohu8.com/OPT/XPEV 20240628 10.0 CALL\">$XPEV 20240628 10.0 CALL$ </a>,基本面依然弱势,前面高点压力很大,冲高卖出。","text":"我开仓了5手$XPEV 20240628 10.0 CALL$ ,基本面依然弱势,前面高点压力很大,冲高卖出。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/308343292240200","isVote":1,"tweetType":1,"viewCount":10381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307177145471176,"gmtCreate":1716028991345,"gmtModify":1746585255209,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我开仓了500.0股<a 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,sp到期,接盘正股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/307177145471176","isVote":1,"tweetType":1,"viewCount":4574,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4178088459097600","authorId":"4178088459097600","name":"恒谦的理想生活","avatar":"https://static.tigerbbs.com/380fcbe391d35a743f440aa4a000b693","crmLevel":1,"crmLevelSwitch":0,"idStr":"4178088459097600","authorIdStr":"4178088459097600"},"content":"被投资人起诉了,回调没结束吧","text":"被投资人起诉了,回调没结束吧","html":"被投资人起诉了,回调没结束吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335557115089144,"gmtCreate":1722960975528,"gmtModify":1746585227642,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我平仓了7手<a href=\"https://laohu8.com/OPT/UVXY 20240816 45.0 CALL\">$UVXY 20240816 45.0 CALL$ </a>,见好就收,反弹的持续性还不好说,不排除再次暴涨的可能,到时候再开空单。","listText":"我平仓了7手<a href=\"https://laohu8.com/OPT/UVXY 20240816 45.0 CALL\">$UVXY 20240816 45.0 CALL$ </a>,见好就收,反弹的持续性还不好说,不排除再次暴涨的可能,到时候再开空单。","text":"我平仓了7手$UVXY 20240816 45.0 CALL$ ,见好就收,反弹的持续性还不好说,不排除再次暴涨的可能,到时候再开空单。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/335557115089144","isVote":1,"tweetType":1,"viewCount":13836,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010399","authorId":"10000000000010399","name":"回悬","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010399","authorIdStr":"10000000000010399"},"content":"同意,真是得见好就收啊,祝你大赚","text":"同意,真是得见好就收啊,祝你大赚","html":"同意,真是得见好就收啊,祝你大赚"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439616218751112,"gmtCreate":1748357034575,"gmtModify":1748527231586,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20250620 30.0 CALL\">$LI 20250620 30.0 CALL$ </a>,这两天港股美团,美股的拼多多,给了一些启示,营收,利润,下季度业绩指引,任何一项不达预期就是一顿暴跌。国内各行各业都面临发展瓶颈,不得已牺牲利润只为了保住规模,陷入激烈的内卷竞争,把剩余持仓全部做covered call。","listText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20250620 30.0 CALL\">$LI 20250620 30.0 CALL$ </a>,这两天港股美团,美股的拼多多,给了一些启示,营收,利润,下季度业绩指引,任何一项不达预期就是一顿暴跌。国内各行各业都面临发展瓶颈,不得已牺牲利润只为了保住规模,陷入激烈的内卷竞争,把剩余持仓全部做covered call。","text":"我开仓了$LI 20250620 30.0 CALL$ ,这两天港股美团,美股的拼多多,给了一些启示,营收,利润,下季度业绩指引,任何一项不达预期就是一顿暴跌。国内各行各业都面临发展瓶颈,不得已牺牲利润只为了保住规模,陷入激烈的内卷竞争,把剩余持仓全部做covered call。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/439616218751112","isVote":1,"tweetType":1,"viewCount":9059,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010482","authorId":"10000000000010482","name":"秘密你","avatar":"https://static.tigerbbs.com/7f995502c6484b6b8d742969ce8ce9cb","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010482","authorIdStr":"10000000000010482"},"content":"理想盈利不及预期 还涨看不懂","text":"理想盈利不及预期 还涨看不懂","html":"理想盈利不及预期 还涨看不懂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280851307626536,"gmtCreate":1709596178305,"gmtModify":1709605564446,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/LI 20240308 42.0 CALL\">$LI 20240308 42.0 CALL$</a> <a href=\"https://laohu8.com/OPT/LI 20240315 38.0 PUT\">$LI 20240315 38.0 PUT$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> 坚持长期看涨,短期看空,做好预期管理和投资组合,调整也能盈利。 短期看跌理由:前面涨多了。[捂脸] ","listText":"<a href=\"https://laohu8.com/OPT/LI 20240308 42.0 CALL\">$LI 20240308 42.0 CALL$</a> <a href=\"https://laohu8.com/OPT/LI 20240315 38.0 PUT\">$LI 20240315 38.0 PUT$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> 坚持长期看涨,短期看空,做好预期管理和投资组合,调整也能盈利。 短期看跌理由:前面涨多了。[捂脸] ","text":"$LI 20240308 42.0 CALL$ $LI 20240315 38.0 PUT$ $理想汽车(LI)$ 坚持长期看涨,短期看空,做好预期管理和投资组合,调整也能盈利。 短期看跌理由:前面涨多了。[捂脸]","images":[{"img":"https://static.tigerbbs.com/e2176fb0c8e9aa6f7c76ba60a9148c9a","width":"1086","height":"1653"},{"img":"https://static.tigerbbs.com/fb4077e8eae718b03a37fe68a67533d2","width":"1086","height":"1713"},{"img":"https://static.tigerbbs.com/16ff7d1f81e52fb4d58d2729a3f49190","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280851307626536","isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":404575371121040,"gmtCreate":1739798212483,"gmtModify":1746585255245,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/MIU.HK 20250227 43.00 PUT\">$MIU.HK 20250227 43.00 PUT$ </a>,继续滚动sp,买盘十分踊跃,根本就跌不下来,想趁着调整再搞一点,下手晚一点就反弹了。","listText":"我开仓了<a href=\"https://laohu8.com/OPT/MIU.HK 20250227 43.00 PUT\">$MIU.HK 20250227 43.00 PUT$ </a>,继续滚动sp,买盘十分踊跃,根本就跌不下来,想趁着调整再搞一点,下手晚一点就反弹了。","text":"我开仓了$MIU.HK 20250227 43.00 PUT$ ,继续滚动sp,买盘十分踊跃,根本就跌不下来,想趁着调整再搞一点,下手晚一点就反弹了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/404575371121040","isVote":1,"tweetType":1,"viewCount":4001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303585443180728,"gmtCreate":1715137793913,"gmtModify":1746585227644,"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"themes":[],"htmlText":"我开仓了10手<a href=\"https://laohu8.com/OPT/MIU.HK 20240530 20.00 CALL\">$MIU.HK 20240530 20.00 CALL$ </a>,SCC备兑1/3仓位,2024Q1业绩增长强劲,股价可能提前兑现。","listText":"我开仓了10手<a href=\"https://laohu8.com/OPT/MIU.HK 20240530 20.00 CALL\">$MIU.HK 20240530 20.00 CALL$ 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