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市价反手
99年入A股,2006年买基金,2007年触黄金,2009年开期货,2010年炒美股
IP属地:北京
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市价反手
10-27
$八马茶业(06980)$
市价反手
06-16
$泡玛汇丰五甲沽A.P(17355)$
市价反手
06-09
$舜光汇丰五乙牛A.C(55910)$
市价反手
05-07
$沪上阿姨(02589)$
市价反手
05-02
$WTI原油2506(CL2506)$
市价反手
04-30
$泡玛中银五九沽A.P(16265)$
市价反手
04-28
$金力永磁(06680)$
市价反手
04-23
$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$
市价反手
04-17
盈亏比不划算
期权女巫 | 英伟达股价短期可能横盘震荡或下跌,这个期权策略可从中获利
市价反手
02-11
$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$
市价反手
02-07
$KraneShares SSE STAR Market 50 Index ETF(KSTR)$
市价反手
01-29
$ERShares Private-Public Crossover ETF(XOVR)$
市价反手
01-23
$YIELDMAX NVDA OPTION INCOME STRATEGY ETF(NVDY)$
市价反手
01-17
A股低位打板战法
只做主线和核心,远离杂毛! 9:20—9:25 看看当前持仓中有没有要卖的,因为该时间段挂单后不能立即撤单,所以竞价卖票要谨慎,免得卖飞了而后悔。 对于昨日涨停的股票,即便今日9:24之后价格不及预期, 也可等到9:30开盘后再观望下,近期我有点竞价卖票太快。 但如果确实需以竞价卖出的, 则价格挂低些, 通常挂成本价,如需要竞价止损卖出的, 则直接以跌停价挂单。但若9:20—9:24之间一直是封死跌停价的, 则我此时挂跌停价也卖不出去,不如等等开盘后或许有翘板或反包机会。例如2025年1月7日的顺钠股份。 9:25之前原则上不买股票, 除非是因强烈看好而挂好隔夜单的或是竞价出现疯狂抢筹的。 9:25—9:30(挂单买入价要在开盘价的102%内) 9:25时侯一进二已经板了的,如果看到该题材下有新的首板来助攻,表示该题材得到加强,可排单这个二板试试能不能进去。但缩量首板的一进二则要暂时观望一下,开盘后有可能爆量承接不住,等承接住了再买也不迟。 9:25时候的首板,一般不碰, 要么是新题材或老题材新分支的一字板根本进不去, 要么是排单进去后很快开板第二天走弱, 如2024年12月9日的百花医药, 要么是已发酵题材的后排股, 后排股千万不能去,上过好几次当,宁愿去买该题材的前排股。 重点观察即将涨停的一进二, 也可看看符合热点题材而且绝对价格不在高位但竞价高开7个点以上的准首板, 还可看看那些前天或大前天涨停而且今天竞价是高开的(或存有反包机会),选好标的后, 挂涨停价或开盘价的102%买入。单子挂完后不能掉以轻心,要在9:30检查一下是否因开盘后价格大跌导致挂单价超出当前基准价的价格笼子而作废,例如2025年1月17日的瀛通通讯。 需突破某大卖单所在的压力位后才能买的,谨慎操作就是只挂一笔条件单, 激进操作就是先轻仓挂一笔涨停价的买入单并立即送出,
A股低位打板战法
市价反手
01-17
$Vertical Aerospace(EVTL)$
强势股回调后我就上车 但还是要设好止损单
市价反手
01-17
$Rigetti Computing(RGTI)$
把一部分仓位平掉 落袋为安
市价反手
01-14
$Rigetti Computing(RGTI)$
轻仓试错 做多
市价反手
01-13
我跑掉了
量子计算股夜盘大跌!扎克伯格认同黄仁勋谨慎观点:仍需多年实现
市价反手
01-09
$Rigetti Computing(RGTI)$
老黄的话也不一定都对,我再买点量子科技龙头股
市价反手
01-09
买一点
$Rigetti Computing(RGTI)$
做底仓
去老虎APP查看更多动态
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","text":"$舜光汇丰五乙牛A.C(55910)$","images":[{"img":"https://static.tigerbbs.com/bb2f688b8717664fec43fcc501ed7212","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444049300598952","isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":432519620235576,"gmtCreate":1746605923656,"gmtModify":1746605925796,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> ","listText":"<a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$</a> ","text":"$沪上阿姨(02589)$","images":[{"img":"https://static.tigerbbs.com/c416f1be0059a6e4449c77e26df94758","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432519620235576","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":430636096229992,"gmtCreate":1746157496397,"gmtModify":1746157499985,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CL2506\">$WTI原油2506(CL2506)$</a> ","listText":"<a href=\"https://laohu8.com/FUT/CL2506\">$WTI原油2506(CL2506)$</a> ","text":"$WTI原油2506(CL2506)$","images":[{"img":"https://static.tigerbbs.com/f73723c7069f68a2995ab8bfb581a82e","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430636096229992","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":429894906556480,"gmtCreate":1745976794266,"gmtModify":1745976796500,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/16265\">$泡玛中银五九沽A.P(16265)$</a> ","listText":"<a href=\"https://laohu8.com/S/16265\">$泡玛中银五九沽A.P(16265)$</a> 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","text":"$金力永磁(06680)$","images":[{"img":"https://static.tigerbbs.com/749e937c0e4ced945f502db49570ea40","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429208078643848","isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":427423811391648,"gmtCreate":1745375008413,"gmtModify":1745375011674,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABX\">$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$</a> ","listText":"<a href=\"https://laohu8.com/S/BABX\">$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$</a> ","text":"$GRANITESHARES 2X 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ETF(BABX)$","images":[{"img":"https://static.tigerbbs.com/4f035b65936a7aa7b0dba93997103476","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427423811391648","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":425464403489656,"gmtCreate":1744883289153,"gmtModify":1744883290595,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"盈亏比不划算","listText":"盈亏比不划算","text":"盈亏比不划算","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425464403489656","repostId":"1141385375","repostType":4,"repost":{"id":"1141385375","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1744879351,"share":"https://www.laohu8.com/m/news/1141385375?lang=zh_CN&edition=full","pubTime":"2025-04-17 16:42","market":"fut","language":"zh","title":"期权女巫 | 英伟达股价短期可能横盘震荡或下跌,这个期权策略可从中获利","url":"https://stock-news.laohu8.com/highlight/detail?id=1141385375","media":"期权女巫","summary":"黄仁勋在会谈中表示,中国是英伟达非常重要的市场,希望将继续与中国合作。尽管最终可控,但处理许可的时间可能影响第二季度及下半年的业绩预期。策略适用场景:预计英伟达股价在4月25日前维持震荡或小幅下跌,且波动率不会显著上升。","content":"<html><head></head><body><p>周三 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA)收于104.49美元,单日大跌6.87%,过去5日累计跌幅达8.61%,年初至今下跌22.19%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/616e4c15b90c409892da048fce825566\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3471431736\">英伟达坏消息不断:</h2><p>英伟达在周二晚向美国证券交易委员会(SEC)提交的文件中披露,公司日前收到美国政府通知,H20芯片和达到H20内存带宽、互连带宽等的芯片向中国等国家和地区出口需要获得许可证。</p><p>因此,英伟达将在 2026 财年第一季度,即当前季度,为 H20 存货及被取消的订单计提 55 亿美元的费用。</p><h2 id=\"id_4013950368\">另一则消息:</h2><p>4月17日,应中国贸促会邀请,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司首席执行官黄仁勋抵达北京。三个月前,黄仁勋曾在华表态称,要继续与中国合作。</p><p>中国贸促会会长任鸿斌今天在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示,中国是英伟达非常重要的市场,希望将继续与中国合作。</p><h2 id=\"id_2909415661\">分析师观点:</h2><p>摩根士丹利分析师下调了英伟达的营收预期,理由是担心美国对中国的最新芯片出口限制对英伟达的影响,将比预期的“更具破坏性”。摩根士丹利表示,尽管对新的出口限制感到担忧,但英伟达的股票仍是他们在美股市场上的“首选”。大摩维持对英伟达162美元的目标价,指出该公司仍将受益于对人工智能硬件不断增长的需求。</p><p>美国银行全球研究分析师Vivek Arya指出,英伟达的限制措施将影响其供应商和客户的"生态系统"。受影响的供应商包括半导体设备制造商科磊(KLA)和ASML控股。荷兰ASML公司在公布低于分析师预期的第一季度订单后股价大跌。</p><p>Melius Research分析师Ben Reitzes写道:"可以看出该公司已不指望未来能获得任何出口许可。"Reitzes预测,凭借大型科技客户的强劲支出,英伟达仍能在全年实现环比增长。"目前谷歌、亚马逊和Meta对英伟达芯片的资本支出似乎稳固,尽管微软暗示数据中心建设将大幅放缓,但其计算支出仍可能保持稳定。"</p><p>他认为,随着Blackwell系列产品的推出,英伟达在4月季度营收有望超预期,7月季度实现10%的环比增长,10月季度增长7%。</p><p>杰富瑞(Jefferies)分析师Blayne Curtis对全年环比增长持怀疑态度:"由于GB200芯片的推出进展缓慢,市场对7月季度的预期已较低,而新限制使增长更加艰难。"他估计超过一半的减记涉及成品或半成品库存,相当于约100亿美元收入无法确认,可能对7月季度造成50亿美元损失。</p><p>伯恩斯坦(Bernstein)分析师Stacy Rasgon强调:"这些规则要求英伟达的非美国客户购买超过少量AI部件时需申请许可证。尽管最终可控,但处理许可的时间可能影响第二季度及下半年的业绩预期。"他此前认为规则实施概率较低,但H20事件后"不再如此确定"。</p><h2 id=\"id_1128424509\">期权策略构建示例</h2><p><strong>策略逻辑:</strong></p><p>预计股价短期内下跌或反弹空间有限,或短期内横盘震荡。</p><p><strong>构建合约:</strong></p><ul style=\"\"><li><p>卖出行权价120美元的看涨期权(权利金约18美元)。</p></li><li><p>买入行权价125美元的看涨期权(权利金约8美元)。</p></li><li><p>净权利金收入:18 -8 = 10美元 。</p></li><li><p>到期日:2025年4月25日。</p><p><a href=\"https://laohu8.com/OPT/TSM 20250425 170.0 CALL\" title=\" \" class=\"immutable-element\"> </a><a href=\"https://laohu8.com/OPT/NVDA 20250425 120.0 CALL SELL 1 | NVDA 20250425 125.0 CALL BUY 1\" title=\"$NVDA 跨價 250425 120C/125C$ \" class=\"immutable-element\">$NVDA 跨價 250425 120C/125C$ </a></p></li><li><p>最大盈利:10美元(权利金净收入,当股价≤120美元时实现)。</p></li><li><p>最大亏损:490= 2美元 (当股价≥125美元时发生)。</p></li><li><p>盈亏平衡点:120.1美元(股价超过该点位时策略开始亏损)。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94895d11b8e2215f204c24ec57f0883d\" tg-width=\"1170\" tg-height=\"1394\"/></p><p><strong>风险对冲:</strong></p><p>买入高行权价(125美元)Call限制最大亏损,将潜在损失锁定在490美元,优于裸卖Call的无限风险。</p><p><strong>风险提示:</strong></p><ul style=\"\"><li><p>需关注半导体行业或英伟达突发利好可能导致股价突破盈亏平衡点。</p></li><li><p>波动率跳升:若IV因市场恐慌上升,期权权利金可能短期上涨,但策略已通过价差结构降低敏感性。</p></li><li><p>策略适用场景:预计英伟达股价在4月25日前维持震荡或小幅下跌,且波动率不会显著上升。</p></li></ul><p><em>免责声明:以上分析仅供参考,不构成投资建议。期权交易风险较高,投资者需根据自身风险承受能力谨慎决策。</em></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>期权女巫 | 英伟达股价短期可能横盘震荡或下跌,这个期权策略可从中获利</title>\n<style 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}\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期权女巫 | 英伟达股价短期可能横盘震荡或下跌,这个期权策略可从中获利\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-04-17 16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA)收于104.49美元,单日大跌6.87%,过去5日累计跌幅达8.61%,年初至今下跌22.19%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/616e4c15b90c409892da048fce825566\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3471431736\">英伟达坏消息不断:</h2><p>英伟达在周二晚向美国证券交易委员会(SEC)提交的文件中披露,公司日前收到美国政府通知,H20芯片和达到H20内存带宽、互连带宽等的芯片向中国等国家和地区出口需要获得许可证。</p><p>因此,英伟达将在 2026 财年第一季度,即当前季度,为 H20 存货及被取消的订单计提 55 亿美元的费用。</p><h2 id=\"id_4013950368\">另一则消息:</h2><p>4月17日,应中国贸促会邀请,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司首席执行官黄仁勋抵达北京。三个月前,黄仁勋曾在华表态称,要继续与中国合作。</p><p>中国贸促会会长任鸿斌今天在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示,中国是英伟达非常重要的市场,希望将继续与中国合作。</p><h2 id=\"id_2909415661\">分析师观点:</h2><p>摩根士丹利分析师下调了英伟达的营收预期,理由是担心美国对中国的最新芯片出口限制对英伟达的影响,将比预期的“更具破坏性”。摩根士丹利表示,尽管对新的出口限制感到担忧,但英伟达的股票仍是他们在美股市场上的“首选”。大摩维持对英伟达162美元的目标价,指出该公司仍将受益于对人工智能硬件不断增长的需求。</p><p>美国银行全球研究分析师Vivek Arya指出,英伟达的限制措施将影响其供应商和客户的"生态系统"。受影响的供应商包括半导体设备制造商科磊(KLA)和ASML控股。荷兰ASML公司在公布低于分析师预期的第一季度订单后股价大跌。</p><p>Melius Research分析师Ben Reitzes写道:"可以看出该公司已不指望未来能获得任何出口许可。"Reitzes预测,凭借大型科技客户的强劲支出,英伟达仍能在全年实现环比增长。"目前谷歌、亚马逊和Meta对英伟达芯片的资本支出似乎稳固,尽管微软暗示数据中心建设将大幅放缓,但其计算支出仍可能保持稳定。"</p><p>他认为,随着Blackwell系列产品的推出,英伟达在4月季度营收有望超预期,7月季度实现10%的环比增长,10月季度增长7%。</p><p>杰富瑞(Jefferies)分析师Blayne Curtis对全年环比增长持怀疑态度:"由于GB200芯片的推出进展缓慢,市场对7月季度的预期已较低,而新限制使增长更加艰难。"他估计超过一半的减记涉及成品或半成品库存,相当于约100亿美元收入无法确认,可能对7月季度造成50亿美元损失。</p><p>伯恩斯坦(Bernstein)分析师Stacy Rasgon强调:"这些规则要求英伟达的非美国客户购买超过少量AI部件时需申请许可证。尽管最终可控,但处理许可的时间可能影响第二季度及下半年的业绩预期。"他此前认为规则实施概率较低,但H20事件后"不再如此确定"。</p><h2 id=\"id_1128424509\">期权策略构建示例</h2><p><strong>策略逻辑:</strong></p><p>预计股价短期内下跌或反弹空间有限,或短期内横盘震荡。</p><p><strong>构建合约:</strong></p><ul style=\"\"><li><p>卖出行权价120美元的看涨期权(权利金约18美元)。</p></li><li><p>买入行权价125美元的看涨期权(权利金约8美元)。</p></li><li><p>净权利金收入:18 -8 = 10美元 。</p></li><li><p>到期日:2025年4月25日。</p><p><a href=\"https://laohu8.com/OPT/TSM 20250425 170.0 CALL\" title=\" \" class=\"immutable-element\"> </a><a href=\"https://laohu8.com/OPT/NVDA 20250425 120.0 CALL SELL 1 | NVDA 20250425 125.0 CALL BUY 1\" title=\"$NVDA 跨價 250425 120C/125C$ \" class=\"immutable-element\">$NVDA 跨價 250425 120C/125C$ </a></p></li><li><p>最大盈利:10美元(权利金净收入,当股价≤120美元时实现)。</p></li><li><p>最大亏损:490= 2美元 (当股价≥125美元时发生)。</p></li><li><p>盈亏平衡点:120.1美元(股价超过该点位时策略开始亏损)。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94895d11b8e2215f204c24ec57f0883d\" tg-width=\"1170\" tg-height=\"1394\"/></p><p><strong>风险对冲:</strong></p><p>买入高行权价(125美元)Call限制最大亏损,将潜在损失锁定在490美元,优于裸卖Call的无限风险。</p><p><strong>风险提示:</strong></p><ul style=\"\"><li><p>需关注半导体行业或英伟达突发利好可能导致股价突破盈亏平衡点。</p></li><li><p>波动率跳升:若IV因市场恐慌上升,期权权利金可能短期上涨,但策略已通过价差结构降低敏感性。</p></li><li><p>策略适用场景:预计英伟达股价在4月25日前维持震荡或小幅下跌,且波动率不会显著上升。</p></li></ul><p><em>免责声明:以上分析仅供参考,不构成投资建议。期权交易风险较高,投资者需根据自身风险承受能力谨慎决策。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/d6bfb4d51f1e7a4696ff500b8a34441b","relate_stocks":{"NVD":"2倍做空NVDA ETF-GraniteShares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141385375","content_text":"周三 英伟达 (NVDA)收于104.49美元,单日大跌6.87%,过去5日累计跌幅达8.61%,年初至今下跌22.19%。英伟达坏消息不断:英伟达在周二晚向美国证券交易委员会(SEC)提交的文件中披露,公司日前收到美国政府通知,H20芯片和达到H20内存带宽、互连带宽等的芯片向中国等国家和地区出口需要获得许可证。因此,英伟达将在 2026 财年第一季度,即当前季度,为 H20 存货及被取消的订单计提 55 亿美元的费用。另一则消息:4月17日,应中国贸促会邀请,英伟达公司首席执行官黄仁勋抵达北京。三个月前,黄仁勋曾在华表态称,要继续与中国合作。中国贸促会会长任鸿斌今天在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示,中国是英伟达非常重要的市场,希望将继续与中国合作。分析师观点:摩根士丹利分析师下调了英伟达的营收预期,理由是担心美国对中国的最新芯片出口限制对英伟达的影响,将比预期的“更具破坏性”。摩根士丹利表示,尽管对新的出口限制感到担忧,但英伟达的股票仍是他们在美股市场上的“首选”。大摩维持对英伟达162美元的目标价,指出该公司仍将受益于对人工智能硬件不断增长的需求。美国银行全球研究分析师Vivek Arya指出,英伟达的限制措施将影响其供应商和客户的\"生态系统\"。受影响的供应商包括半导体设备制造商科磊(KLA)和ASML控股。荷兰ASML公司在公布低于分析师预期的第一季度订单后股价大跌。Melius Research分析师Ben Reitzes写道:\"可以看出该公司已不指望未来能获得任何出口许可。\"Reitzes预测,凭借大型科技客户的强劲支出,英伟达仍能在全年实现环比增长。\"目前谷歌、亚马逊和Meta对英伟达芯片的资本支出似乎稳固,尽管微软暗示数据中心建设将大幅放缓,但其计算支出仍可能保持稳定。\"他认为,随着Blackwell系列产品的推出,英伟达在4月季度营收有望超预期,7月季度实现10%的环比增长,10月季度增长7%。杰富瑞(Jefferies)分析师Blayne Curtis对全年环比增长持怀疑态度:\"由于GB200芯片的推出进展缓慢,市场对7月季度的预期已较低,而新限制使增长更加艰难。\"他估计超过一半的减记涉及成品或半成品库存,相当于约100亿美元收入无法确认,可能对7月季度造成50亿美元损失。伯恩斯坦(Bernstein)分析师Stacy Rasgon强调:\"这些规则要求英伟达的非美国客户购买超过少量AI部件时需申请许可证。尽管最终可控,但处理许可的时间可能影响第二季度及下半年的业绩预期。\"他此前认为规则实施概率较低,但H20事件后\"不再如此确定\"。期权策略构建示例策略逻辑:预计股价短期内下跌或反弹空间有限,或短期内横盘震荡。构建合约:卖出行权价120美元的看涨期权(权利金约18美元)。买入行权价125美元的看涨期权(权利金约8美元)。净权利金收入:18 -8 = 10美元 。到期日:2025年4月25日。 $NVDA 跨價 250425 120C/125C$ 最大盈利:10美元(权利金净收入,当股价≤120美元时实现)。最大亏损:490= 2美元 (当股价≥125美元时发生)。盈亏平衡点:120.1美元(股价超过该点位时策略开始亏损)。风险对冲:买入高行权价(125美元)Call限制最大亏损,将潜在损失锁定在490美元,优于裸卖Call的无限风险。风险提示:需关注半导体行业或英伟达突发利好可能导致股价突破盈亏平衡点。波动率跳升:若IV因市场恐慌上升,期权权利金可能短期上涨,但策略已通过价差结构降低敏感性。策略适用场景:预计英伟达股价在4月25日前维持震荡或小幅下跌,且波动率不会显著上升。免责声明:以上分析仅供参考,不构成投资建议。期权交易风险较高,投资者需根据自身风险承受能力谨慎决策。","news_type":1,"symbols_score_info":{"NVDL":1.1,"NVD":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402492228891320,"gmtCreate":1739283200063,"gmtModify":1739284536417,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABX\">$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ </a> ","listText":"<a href=\"https://laohu8.com/S/BABX\">$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ </a> ","text":"$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$","images":[{"img":"https://static.tigerbbs.com/2c8abe4b78a93e7188e275956c152276","width":"978","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402492228891320","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":401010234303136,"gmtCreate":1738910134880,"gmtModify":1738911682344,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KSTR\">$KraneShares SSE STAR Market 50 Index ETF(KSTR)$ </a> ","listText":"<a href=\"https://laohu8.com/S/KSTR\">$KraneShares SSE STAR Market 50 Index ETF(KSTR)$ </a> ","text":"$KraneShares SSE STAR Market 50 Index ETF(KSTR)$","images":[{"img":"https://static.tigerbbs.com/a9e3a11e95cdff64e4e6de5d4fba7f28","width":"978","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401010234303136","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":397866908131928,"gmtCreate":1738158061152,"gmtModify":1738158391153,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XOVR\">$ERShares Private-Public Crossover ETF(XOVR)$ </a> ","listText":"<a href=\"https://laohu8.com/S/XOVR\">$ERShares Private-Public Crossover ETF(XOVR)$ </a> ","text":"$ERShares Private-Public Crossover ETF(XOVR)$","images":[{"img":"https://static.tigerbbs.com/935b33394fc6df35f94bded444fb79d2","width":"978","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397866908131928","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":395763481928328,"gmtCreate":1737646980522,"gmtModify":1737647724415,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDY\">$YIELDMAX NVDA OPTION INCOME 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看看当前持仓中有没有要卖的,因为该时间段挂单后不能立即撤单,所以竞价卖票要谨慎,免得卖飞了而后悔。 对于昨日涨停的股票,即便今日9:24之后价格不及预期, 也可等到9:30开盘后再观望下,近期我有点竞价卖票太快。 但如果确实需以竞价卖出的, 则价格挂低些, 通常挂成本价,如需要竞价止损卖出的, 则直接以跌停价挂单。但若9:20—9:24之间一直是封死跌停价的, 则我此时挂跌停价也卖不出去,不如等等开盘后或许有翘板或反包机会。例如2025年1月7日的顺钠股份。 9:25之前原则上不买股票, 除非是因强烈看好而挂好隔夜单的或是竞价出现疯狂抢筹的。 9:25—9:30(挂单买入价要在开盘价的102%内) 9:25时侯一进二已经板了的,如果看到该题材下有新的首板来助攻,表示该题材得到加强,可排单这个二板试试能不能进去。但缩量首板的一进二则要暂时观望一下,开盘后有可能爆量承接不住,等承接住了再买也不迟。 9:25时候的首板,一般不碰, 要么是新题材或老题材新分支的一字板根本进不去, 要么是排单进去后很快开板第二天走弱, 如2024年12月9日的百花医药, 要么是已发酵题材的后排股, 后排股千万不能去,上过好几次当,宁愿去买该题材的前排股。 重点观察即将涨停的一进二, 也可看看符合热点题材而且绝对价格不在高位但竞价高开7个点以上的准首板, 还可看看那些前天或大前天涨停而且今天竞价是高开的(或存有反包机会),选好标的后, 挂涨停价或开盘价的102%买入。单子挂完后不能掉以轻心,要在9:30检查一下是否因开盘后价格大跌导致挂单价超出当前基准价的价格笼子而作废,例如2025年1月17日的瀛通通讯。 需突破某大卖单所在的压力位后才能买的,谨慎操作就是只挂一笔条件单, 激进操作就是先轻仓挂一笔涨停价的买入单并立即送出,","listText":"只做主线和核心,远离杂毛! 9:20—9:25 看看当前持仓中有没有要卖的,因为该时间段挂单后不能立即撤单,所以竞价卖票要谨慎,免得卖飞了而后悔。 对于昨日涨停的股票,即便今日9:24之后价格不及预期, 也可等到9:30开盘后再观望下,近期我有点竞价卖票太快。 但如果确实需以竞价卖出的, 则价格挂低些, 通常挂成本价,如需要竞价止损卖出的, 则直接以跌停价挂单。但若9:20—9:24之间一直是封死跌停价的, 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激进操作就是先轻仓挂一笔涨停价的买入单并立即送出,","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/393542560784776","isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393399997620712,"gmtCreate":1737085325214,"gmtModify":1737358175808,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EVTL\">$Vertical Aerospace(EVTL)$ </a> 强势股回调后我就上车 但还是要设好止损单","listText":"<a href=\"https://laohu8.com/S/EVTL\">$Vertical Aerospace(EVTL)$ </a> 强势股回调后我就上车 但还是要设好止损单","text":"$Vertical Aerospace(EVTL)$ 强势股回调后我就上车 但还是要设好止损单","images":[{"img":"https://static.tigerbbs.com/df0a0202236185c4f1e489b0169fd1a4","width":"978","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393399997620712","isVote":1,"tweetType":1,"viewCount":2894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":393333003481568,"gmtCreate":1737068968123,"gmtModify":1737358175936,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 把一部分仓位平掉 落袋为安","listText":"<a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 把一部分仓位平掉 落袋为安","text":"$Rigetti Computing(RGTI)$ 把一部分仓位平掉 落袋为安","images":[{"img":"https://static.tigerbbs.com/ad4274185073b1d004cc71ee726c4e8b","width":"978","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393333003481568","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":392316846793144,"gmtCreate":1736823943487,"gmtModify":1736825127091,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 轻仓试错 做多","listText":"<a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 轻仓试错 做多","text":"$Rigetti Computing(RGTI)$ 轻仓试错 做多","images":[{"img":"https://static.tigerbbs.com/98a07ae1c2d91b790223b585077992ee","width":"978","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392316846793144","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":392037207212136,"gmtCreate":1736744642584,"gmtModify":1736744644626,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"我跑掉了","listText":"我跑掉了","text":"我跑掉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392037207212136","repostId":"1169653942","repostType":4,"repost":{"id":"1169653942","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736740559,"share":"https://www.laohu8.com/m/news/1169653942?lang=zh_CN&edition=full","pubTime":"2025-01-13 11:55","market":"us","language":"zh","title":"量子计算股夜盘大跌!扎克伯格认同黄仁勋谨慎观点:仍需多年实现","url":"https://stock-news.laohu8.com/highlight/detail?id=1169653942","media":"老虎资讯综合","summary":"在周六的乔·罗根播客节目中,扎克伯格表示,他认同$英伟达$CEO黄仁勋对量子计算的谨慎看法,称这一技术距离实际应用还有多年时间。扎克伯格承认自己在量子计算方面的专业知识有限,但他支持行业普遍认同的十年时间表,即量子计算将在十年后实现广泛应用。量子计算股票在过去一年内的涨幅曾高达800%,但近期已经出现回落。","content":"<html><head></head><body><p>在周六的乔·罗根播客节目中,扎克伯格表示,他认同<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋对量子计算的谨慎看法,称这一技术距离实际应用还有多年时间。</p><p>扎克伯格承认自己在量子计算方面的专业知识有限,但他支持行业普遍认同的十年时间表,即量子计算将在十年后实现广泛应用。</p><p>他说:“我不是量子计算的专家,但我的理解是,它距离成为真正的实用范式仍然有很长一段路要走。”</p><p>扎克伯格的这一表态紧随黄仁勋最近在英伟达2025国际消费电子展(CES)上的言论,黄仁勋指出,实用的量子计算机可能还需要15至30年的时间,这一言论引发了市场的剧烈波动。</p><p>在黄仁勋的评论之后,上周量子计算相关股票遭遇重创,<a href=\"https://laohu8.com/S/IONQ\">IonQ Inc.</a>周跌32%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>周跌48%,而<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing Inc.</a>则周跌53%。</p><p>今日夜盘时段,量子计算相关股票延续下跌模式,截止发稿,<a href=\"https://laohu8.com/S/IONQ\">IonQ Inc.</a>跌超8%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>跌超5%,<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing Inc.</a>跌近14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62aea2ce7e206eec89504baa387c17ed\" tg-width=\"462\" tg-height=\"151\"/></p><p>然而,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a>的CEO艾伦·巴拉特(Alan Baratz)强烈反驳了黄仁勋的时间表。他表示:“不是30年后,不是20年后,不是15年后,而是现在,今天就可以做到。”他还提到,现有的商业应用,如与<a href=\"https://laohu8.com/S/MA\">万事达</a>卡(Mastercard Inc.)等公司的合作,已经展示了量子计算的潜力。</p><p>扎克伯格在谈到技术的未来时,还强调了人工智能(AI)的重要性。他认为,先进的人工智能系统可能会先于量子计算的突破。扎克伯格建议应广泛部署人工智能,作为提升安全性的措施,类似于软件漏洞管理的方式。</p><p>市场分析师吉姆·克莱默(Jim Cramer)则提醒投资者要对量子计算投资保持谨慎,警告该行业可能被高估。他指出:“我们需要你们在泡沫消失前撤出。”量子计算股票在过去一年内的涨幅曾高达800%,但近期已经出现回落。</p><p>文章源自Benzinga《Mark Zuckerberg Backs Nvidia CEO's View On Quantum Computing: "It's Still Quite A Ways Off"》</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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量子计算股夜盘大跌!扎克伯格认同黄仁勋谨慎观点:仍需多年实现\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\">2025-01-13 11:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在周六的乔·罗根播客节目中,扎克伯格表示,他认同<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋对量子计算的谨慎看法,称这一技术距离实际应用还有多年时间。</p><p>扎克伯格承认自己在量子计算方面的专业知识有限,但他支持行业普遍认同的十年时间表,即量子计算将在十年后实现广泛应用。</p><p>他说:“我不是量子计算的专家,但我的理解是,它距离成为真正的实用范式仍然有很长一段路要走。”</p><p>扎克伯格的这一表态紧随黄仁勋最近在英伟达2025国际消费电子展(CES)上的言论,黄仁勋指出,实用的量子计算机可能还需要15至30年的时间,这一言论引发了市场的剧烈波动。</p><p>在黄仁勋的评论之后,上周量子计算相关股票遭遇重创,<a href=\"https://laohu8.com/S/IONQ\">IonQ Inc.</a>周跌32%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>周跌48%,而<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing Inc.</a>则周跌53%。</p><p>今日夜盘时段,量子计算相关股票延续下跌模式,截止发稿,<a href=\"https://laohu8.com/S/IONQ\">IonQ Inc.</a>跌超8%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>跌超5%,<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing Inc.</a>跌近14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62aea2ce7e206eec89504baa387c17ed\" tg-width=\"462\" tg-height=\"151\"/></p><p>然而,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a>的CEO艾伦·巴拉特(Alan Baratz)强烈反驳了黄仁勋的时间表。他表示:“不是30年后,不是20年后,不是15年后,而是现在,今天就可以做到。”他还提到,现有的商业应用,如与<a href=\"https://laohu8.com/S/MA\">万事达</a>卡(Mastercard Inc.)等公司的合作,已经展示了量子计算的潜力。</p><p>扎克伯格在谈到技术的未来时,还强调了人工智能(AI)的重要性。他认为,先进的人工智能系统可能会先于量子计算的突破。扎克伯格建议应广泛部署人工智能,作为提升安全性的措施,类似于软件漏洞管理的方式。</p><p>市场分析师吉姆·克莱默(Jim Cramer)则提醒投资者要对量子计算投资保持谨慎,警告该行业可能被高估。他指出:“我们需要你们在泡沫消失前撤出。”量子计算股票在过去一年内的涨幅曾高达800%,但近期已经出现回落。</p><p>文章源自Benzinga《Mark Zuckerberg Backs Nvidia CEO's View On Quantum Computing: "It's Still Quite A Ways Off"》</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4549":"软银资本持仓","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4598":"佩洛西持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169653942","content_text":"在周六的乔·罗根播客节目中,扎克伯格表示,他认同英伟达CEO黄仁勋对量子计算的谨慎看法,称这一技术距离实际应用还有多年时间。扎克伯格承认自己在量子计算方面的专业知识有限,但他支持行业普遍认同的十年时间表,即量子计算将在十年后实现广泛应用。他说:“我不是量子计算的专家,但我的理解是,它距离成为真正的实用范式仍然有很长一段路要走。”扎克伯格的这一表态紧随黄仁勋最近在英伟达2025国际消费电子展(CES)上的言论,黄仁勋指出,实用的量子计算机可能还需要15至30年的时间,这一言论引发了市场的剧烈波动。在黄仁勋的评论之后,上周量子计算相关股票遭遇重创,IonQ Inc.周跌32%,Quantum Computing Inc.周跌48%,而Rigetti Computing Inc.则周跌53%。今日夜盘时段,量子计算相关股票延续下跌模式,截止发稿,IonQ Inc.跌超8%,Quantum Computing Inc.跌超5%,Rigetti Computing Inc.跌近14%。然而,D-Wave Quantum Inc.的CEO艾伦·巴拉特(Alan Baratz)强烈反驳了黄仁勋的时间表。他表示:“不是30年后,不是20年后,不是15年后,而是现在,今天就可以做到。”他还提到,现有的商业应用,如与万事达卡(Mastercard Inc.)等公司的合作,已经展示了量子计算的潜力。扎克伯格在谈到技术的未来时,还强调了人工智能(AI)的重要性。他认为,先进的人工智能系统可能会先于量子计算的突破。扎克伯格建议应广泛部署人工智能,作为提升安全性的措施,类似于软件漏洞管理的方式。市场分析师吉姆·克莱默(Jim 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老黄的话也不一定都对,我再买点量子科技龙头股","images":[{"img":"https://static.tigerbbs.com/e9865b48e8a55a3f86be6e17a1431247","width":"978","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390677642428520","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":390490859208832,"gmtCreate":1736379691473,"gmtModify":1736379693382,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573718921880890","idStr":"3573718921880890"},"themes":[],"htmlText":"买一点<a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 做底仓","listText":"买一点<a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 做底仓","text":"买一点$Rigetti Computing(RGTI)$ 做底仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390490859208832","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":444049300598952,"gmtCreate":1749433113757,"gmtModify":1749433557791,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573718921880890","authorIdStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/55910\">$舜光汇丰五乙牛A.C(55910)$</a> ","listText":"<a href=\"https://laohu8.com/S/55910\">$舜光汇丰五乙牛A.C(55910)$</a> 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","text":"$GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$","images":[{"img":"https://static.tigerbbs.com/4f035b65936a7aa7b0dba93997103476","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427423811391648","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":393542560784776,"gmtCreate":1737105263492,"gmtModify":1737109221593,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573718921880890","authorIdStr":"3573718921880890"},"themes":[],"title":"A股低位打板战法","htmlText":"只做主线和核心,远离杂毛! 9:20—9:25 看看当前持仓中有没有要卖的,因为该时间段挂单后不能立即撤单,所以竞价卖票要谨慎,免得卖飞了而后悔。 对于昨日涨停的股票,即便今日9:24之后价格不及预期, 也可等到9:30开盘后再观望下,近期我有点竞价卖票太快。 但如果确实需以竞价卖出的, 则价格挂低些, 通常挂成本价,如需要竞价止损卖出的, 则直接以跌停价挂单。但若9:20—9:24之间一直是封死跌停价的, 则我此时挂跌停价也卖不出去,不如等等开盘后或许有翘板或反包机会。例如2025年1月7日的顺钠股份。 9:25之前原则上不买股票, 除非是因强烈看好而挂好隔夜单的或是竞价出现疯狂抢筹的。 9:25—9:30(挂单买入价要在开盘价的102%内) 9:25时侯一进二已经板了的,如果看到该题材下有新的首板来助攻,表示该题材得到加强,可排单这个二板试试能不能进去。但缩量首板的一进二则要暂时观望一下,开盘后有可能爆量承接不住,等承接住了再买也不迟。 9:25时候的首板,一般不碰, 要么是新题材或老题材新分支的一字板根本进不去, 要么是排单进去后很快开板第二天走弱, 如2024年12月9日的百花医药, 要么是已发酵题材的后排股, 后排股千万不能去,上过好几次当,宁愿去买该题材的前排股。 重点观察即将涨停的一进二, 也可看看符合热点题材而且绝对价格不在高位但竞价高开7个点以上的准首板, 还可看看那些前天或大前天涨停而且今天竞价是高开的(或存有反包机会),选好标的后, 挂涨停价或开盘价的102%买入。单子挂完后不能掉以轻心,要在9:30检查一下是否因开盘后价格大跌导致挂单价超出当前基准价的价格笼子而作废,例如2025年1月17日的瀛通通讯。 需突破某大卖单所在的压力位后才能买的,谨慎操作就是只挂一笔条件单, 激进操作就是先轻仓挂一笔涨停价的买入单并立即送出,","listText":"只做主线和核心,远离杂毛! 9:20—9:25 看看当前持仓中有没有要卖的,因为该时间段挂单后不能立即撤单,所以竞价卖票要谨慎,免得卖飞了而后悔。 对于昨日涨停的股票,即便今日9:24之后价格不及预期, 也可等到9:30开盘后再观望下,近期我有点竞价卖票太快。 但如果确实需以竞价卖出的, 则价格挂低些, 通常挂成本价,如需要竞价止损卖出的, 则直接以跌停价挂单。但若9:20—9:24之间一直是封死跌停价的, 则我此时挂跌停价也卖不出去,不如等等开盘后或许有翘板或反包机会。例如2025年1月7日的顺钠股份。 9:25之前原则上不买股票, 除非是因强烈看好而挂好隔夜单的或是竞价出现疯狂抢筹的。 9:25—9:30(挂单买入价要在开盘价的102%内) 9:25时侯一进二已经板了的,如果看到该题材下有新的首板来助攻,表示该题材得到加强,可排单这个二板试试能不能进去。但缩量首板的一进二则要暂时观望一下,开盘后有可能爆量承接不住,等承接住了再买也不迟。 9:25时候的首板,一般不碰, 要么是新题材或老题材新分支的一字板根本进不去, 要么是排单进去后很快开板第二天走弱, 如2024年12月9日的百花医药, 要么是已发酵题材的后排股, 后排股千万不能去,上过好几次当,宁愿去买该题材的前排股。 重点观察即将涨停的一进二, 也可看看符合热点题材而且绝对价格不在高位但竞价高开7个点以上的准首板, 还可看看那些前天或大前天涨停而且今天竞价是高开的(或存有反包机会),选好标的后, 挂涨停价或开盘价的102%买入。单子挂完后不能掉以轻心,要在9:30检查一下是否因开盘后价格大跌导致挂单价超出当前基准价的价格笼子而作废,例如2025年1月17日的瀛通通讯。 需突破某大卖单所在的压力位后才能买的,谨慎操作就是只挂一笔条件单, 激进操作就是先轻仓挂一笔涨停价的买入单并立即送出,","text":"只做主线和核心,远离杂毛! 9:20—9:25 看看当前持仓中有没有要卖的,因为该时间段挂单后不能立即撤单,所以竞价卖票要谨慎,免得卖飞了而后悔。 对于昨日涨停的股票,即便今日9:24之后价格不及预期, 也可等到9:30开盘后再观望下,近期我有点竞价卖票太快。 但如果确实需以竞价卖出的, 则价格挂低些, 通常挂成本价,如需要竞价止损卖出的, 则直接以跌停价挂单。但若9:20—9:24之间一直是封死跌停价的, 则我此时挂跌停价也卖不出去,不如等等开盘后或许有翘板或反包机会。例如2025年1月7日的顺钠股份。 9:25之前原则上不买股票, 除非是因强烈看好而挂好隔夜单的或是竞价出现疯狂抢筹的。 9:25—9:30(挂单买入价要在开盘价的102%内) 9:25时侯一进二已经板了的,如果看到该题材下有新的首板来助攻,表示该题材得到加强,可排单这个二板试试能不能进去。但缩量首板的一进二则要暂时观望一下,开盘后有可能爆量承接不住,等承接住了再买也不迟。 9:25时候的首板,一般不碰, 要么是新题材或老题材新分支的一字板根本进不去, 要么是排单进去后很快开板第二天走弱, 如2024年12月9日的百花医药, 要么是已发酵题材的后排股, 后排股千万不能去,上过好几次当,宁愿去买该题材的前排股。 重点观察即将涨停的一进二, 也可看看符合热点题材而且绝对价格不在高位但竞价高开7个点以上的准首板, 还可看看那些前天或大前天涨停而且今天竞价是高开的(或存有反包机会),选好标的后, 挂涨停价或开盘价的102%买入。单子挂完后不能掉以轻心,要在9:30检查一下是否因开盘后价格大跌导致挂单价超出当前基准价的价格笼子而作废,例如2025年1月17日的瀛通通讯。 需突破某大卖单所在的压力位后才能买的,谨慎操作就是只挂一笔条件单, 激进操作就是先轻仓挂一笔涨停价的买入单并立即送出,","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/393542560784776","isVote":1,"tweetType":1,"viewCount":2074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368328522531264,"gmtCreate":1730972531453,"gmtModify":1730972533076,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573718921880890","authorIdStr":"3573718921880890"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02551\">$晶科电子股份(02551)$ </a> 我再也不打港股新股了,无论怎样吹我都不打新了。真是让人失望","listText":"<a href=\"https://laohu8.com/S/02551\">$晶科电子股份(02551)$ </a> 我再也不打港股新股了,无论怎样吹我都不打新了。真是让人失望","text":"$晶科电子股份(02551)$ 我再也不打港股新股了,无论怎样吹我都不打新了。真是让人失望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368328522531264","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616771923,"gmtCreate":1652058903262,"gmtModify":1736531353808,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573718921880890","authorIdStr":"3573718921880890"},"themes":[],"title":"复盘4月底5月初的恒指期货操作","htmlText":"1,因恒指期货主力合约前期高点在20274, 2022年4月29日11:30我挂单20240做空,设置的止损点为46个点,成交2分钟后空头仓位即被20286止损打掉,此次挂单计划勉强尚可, 错在接下来没有及时反手做多,止损后行情涨速很快应该意味着行情已反转, 应该尝试反手做多。 (中午公布政治局会议内容后,下午13:03左右恒指期货主力合约直接冲到21086)2,2022年5月3日上午因杭州马X新闻致行情下跌, 9:44在行情下跌过程中我不断降低挂单点位, 最终20548成交, 只比当日最低位20530高18个点,持有仓位后又开始害怕,信心不足, 急着在20558平仓了, 重新想入场做多时又执拗于一定要下附加单(一个限价单+一个止损单), 错过了时机,行情飞速拉涨,追不上了, 其实第一次成交后不应马上平仓, 就算平仓了第二次应下市价单快速买入。 对趋势有一定把握时要相信自己的判断,止损点位可以设的更大一些,否则容易被打掉。3,错过了机会后心态变着急了, 特别想做单的时候往往都会犯错。 当天下午因考虑到前期高点在21086, 于是挂单21106做空, 50个点止损, 当行情接近21086时, 我试着提高挂单价格, 但APP上改单不是很方便,最终按4次+号只改为21110, 马上成交, 接下来行情快速上涨,32秒后即被止损打掉, 21155止损了,最终行情到达21205后转跌。 此次错在心态急,最初设置的入场点位不好,没想到行情突破21086前期高点后会往上蹿119个点,另外当行情接近21086时未能马上删除挂单(或者大幅改挂单价格亦可)4,所谓市价反手一定要在行情刚刚强势突破重要关口时即止损原仓位,顺势操作新仓位, 切不可等行情回转时再操作。 行情回转很大概率意味着刚才的突破是假突破, 接下来很可能是继续回转。 当天下午行情上蹿到21205后回转, 我错在21099入场做多(","listText":"1,因恒指期货主力合约前期高点在20274, 2022年4月29日11:30我挂单20240做空,设置的止损点为46个点,成交2分钟后空头仓位即被20286止损打掉,此次挂单计划勉强尚可, 错在接下来没有及时反手做多,止损后行情涨速很快应该意味着行情已反转, 应该尝试反手做多。 (中午公布政治局会议内容后,下午13:03左右恒指期货主力合约直接冲到21086)2,2022年5月3日上午因杭州马X新闻致行情下跌, 9:44在行情下跌过程中我不断降低挂单点位, 最终20548成交, 只比当日最低位20530高18个点,持有仓位后又开始害怕,信心不足, 急着在20558平仓了, 重新想入场做多时又执拗于一定要下附加单(一个限价单+一个止损单), 错过了时机,行情飞速拉涨,追不上了, 其实第一次成交后不应马上平仓, 就算平仓了第二次应下市价单快速买入。 对趋势有一定把握时要相信自己的判断,止损点位可以设的更大一些,否则容易被打掉。3,错过了机会后心态变着急了, 特别想做单的时候往往都会犯错。 当天下午因考虑到前期高点在21086, 于是挂单21106做空, 50个点止损, 当行情接近21086时, 我试着提高挂单价格, 但APP上改单不是很方便,最终按4次+号只改为21110, 马上成交, 接下来行情快速上涨,32秒后即被止损打掉, 21155止损了,最终行情到达21205后转跌。 此次错在心态急,最初设置的入场点位不好,没想到行情突破21086前期高点后会往上蹿119个点,另外当行情接近21086时未能马上删除挂单(或者大幅改挂单价格亦可)4,所谓市价反手一定要在行情刚刚强势突破重要关口时即止损原仓位,顺势操作新仓位, 切不可等行情回转时再操作。 行情回转很大概率意味着刚才的突破是假突破, 接下来很可能是继续回转。 当天下午行情上蹿到21205后回转, 我错在21099入场做多(","text":"1,因恒指期货主力合约前期高点在20274, 2022年4月29日11:30我挂单20240做空,设置的止损点为46个点,成交2分钟后空头仓位即被20286止损打掉,此次挂单计划勉强尚可, 错在接下来没有及时反手做多,止损后行情涨速很快应该意味着行情已反转, 应该尝试反手做多。 (中午公布政治局会议内容后,下午13:03左右恒指期货主力合约直接冲到21086)2,2022年5月3日上午因杭州马X新闻致行情下跌, 9:44在行情下跌过程中我不断降低挂单点位, 最终20548成交, 只比当日最低位20530高18个点,持有仓位后又开始害怕,信心不足, 急着在20558平仓了, 重新想入场做多时又执拗于一定要下附加单(一个限价单+一个止损单), 错过了时机,行情飞速拉涨,追不上了, 其实第一次成交后不应马上平仓, 就算平仓了第二次应下市价单快速买入。 对趋势有一定把握时要相信自己的判断,止损点位可以设的更大一些,否则容易被打掉。3,错过了机会后心态变着急了, 特别想做单的时候往往都会犯错。 当天下午因考虑到前期高点在21086, 于是挂单21106做空, 50个点止损, 当行情接近21086时, 我试着提高挂单价格, 但APP上改单不是很方便,最终按4次+号只改为21110, 马上成交, 接下来行情快速上涨,32秒后即被止损打掉, 21155止损了,最终行情到达21205后转跌。 此次错在心态急,最初设置的入场点位不好,没想到行情突破21086前期高点后会往上蹿119个点,另外当行情接近21086时未能马上删除挂单(或者大幅改挂单价格亦可)4,所谓市价反手一定要在行情刚刚强势突破重要关口时即止损原仓位,顺势操作新仓位, 切不可等行情回转时再操作。 行情回转很大概率意味着刚才的突破是假突破, 接下来很可能是继续回转。 当天下午行情上蹿到21205后回转, 我错在21099入场做多(","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/616771923","isVote":1,"tweetType":1,"viewCount":3857,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567432323450738","authorId":"3567432323450738","name":"HelloLong","avatar":"https://static.tigerbbs.com/79b54d7069fcd427ca8143d65bc8a9c6","crmLevel":3,"crmLevelSwitch":0,"idStr":"3567432323450738","authorIdStr":"3567432323450738"},"content":"建议用电脑,下单快反手更快","text":"建议用电脑,下单快反手更快","html":"建议用电脑,下单快反手更快"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493715974279520,"gmtCreate":1761557075667,"gmtModify":1761557078056,"author":{"id":"3573718921880890","authorId":"3573718921880890","name":"市价反手","avatar":"https://static.tigerbbs.com/c7648fc5fecdcf58790b91271d3ff9fa","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573718921880890","authorIdStr":"3573718921880890"},"themes":[],"htmlText":"<a 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16:42","market":"fut","language":"zh","title":"期权女巫 | 英伟达股价短期可能横盘震荡或下跌,这个期权策略可从中获利","url":"https://stock-news.laohu8.com/highlight/detail?id=1141385375","media":"期权女巫","summary":"黄仁勋在会谈中表示,中国是英伟达非常重要的市场,希望将继续与中国合作。尽管最终可控,但处理许可的时间可能影响第二季度及下半年的业绩预期。策略适用场景:预计英伟达股价在4月25日前维持震荡或小幅下跌,且波动率不会显著上升。","content":"<html><head></head><body><p>周三 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA)收于104.49美元,单日大跌6.87%,过去5日累计跌幅达8.61%,年初至今下跌22.19%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/616e4c15b90c409892da048fce825566\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3471431736\">英伟达坏消息不断:</h2><p>英伟达在周二晚向美国证券交易委员会(SEC)提交的文件中披露,公司日前收到美国政府通知,H20芯片和达到H20内存带宽、互连带宽等的芯片向中国等国家和地区出口需要获得许可证。</p><p>因此,英伟达将在 2026 财年第一季度,即当前季度,为 H20 存货及被取消的订单计提 55 亿美元的费用。</p><h2 id=\"id_4013950368\">另一则消息:</h2><p>4月17日,应中国贸促会邀请,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司首席执行官黄仁勋抵达北京。三个月前,黄仁勋曾在华表态称,要继续与中国合作。</p><p>中国贸促会会长任鸿斌今天在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示,中国是英伟达非常重要的市场,希望将继续与中国合作。</p><h2 id=\"id_2909415661\">分析师观点:</h2><p>摩根士丹利分析师下调了英伟达的营收预期,理由是担心美国对中国的最新芯片出口限制对英伟达的影响,将比预期的“更具破坏性”。摩根士丹利表示,尽管对新的出口限制感到担忧,但英伟达的股票仍是他们在美股市场上的“首选”。大摩维持对英伟达162美元的目标价,指出该公司仍将受益于对人工智能硬件不断增长的需求。</p><p>美国银行全球研究分析师Vivek Arya指出,英伟达的限制措施将影响其供应商和客户的"生态系统"。受影响的供应商包括半导体设备制造商科磊(KLA)和ASML控股。荷兰ASML公司在公布低于分析师预期的第一季度订单后股价大跌。</p><p>Melius Research分析师Ben Reitzes写道:"可以看出该公司已不指望未来能获得任何出口许可。"Reitzes预测,凭借大型科技客户的强劲支出,英伟达仍能在全年实现环比增长。"目前谷歌、亚马逊和Meta对英伟达芯片的资本支出似乎稳固,尽管微软暗示数据中心建设将大幅放缓,但其计算支出仍可能保持稳定。"</p><p>他认为,随着Blackwell系列产品的推出,英伟达在4月季度营收有望超预期,7月季度实现10%的环比增长,10月季度增长7%。</p><p>杰富瑞(Jefferies)分析师Blayne Curtis对全年环比增长持怀疑态度:"由于GB200芯片的推出进展缓慢,市场对7月季度的预期已较低,而新限制使增长更加艰难。"他估计超过一半的减记涉及成品或半成品库存,相当于约100亿美元收入无法确认,可能对7月季度造成50亿美元损失。</p><p>伯恩斯坦(Bernstein)分析师Stacy Rasgon强调:"这些规则要求英伟达的非美国客户购买超过少量AI部件时需申请许可证。尽管最终可控,但处理许可的时间可能影响第二季度及下半年的业绩预期。"他此前认为规则实施概率较低,但H20事件后"不再如此确定"。</p><h2 id=\"id_1128424509\">期权策略构建示例</h2><p><strong>策略逻辑:</strong></p><p>预计股价短期内下跌或反弹空间有限,或短期内横盘震荡。</p><p><strong>构建合约:</strong></p><ul style=\"\"><li><p>卖出行权价120美元的看涨期权(权利金约18美元)。</p></li><li><p>买入行权价125美元的看涨期权(权利金约8美元)。</p></li><li><p>净权利金收入:18 -8 = 10美元 。</p></li><li><p>到期日:2025年4月25日。</p><p><a href=\"https://laohu8.com/OPT/TSM 20250425 170.0 CALL\" title=\" \" class=\"immutable-element\"> </a><a href=\"https://laohu8.com/OPT/NVDA 20250425 120.0 CALL SELL 1 | NVDA 20250425 125.0 CALL BUY 1\" title=\"$NVDA 跨價 250425 120C/125C$ \" class=\"immutable-element\">$NVDA 跨價 250425 120C/125C$ </a></p></li><li><p>最大盈利:10美元(权利金净收入,当股价≤120美元时实现)。</p></li><li><p>最大亏损:490= 2美元 (当股价≥125美元时发生)。</p></li><li><p>盈亏平衡点:120.1美元(股价超过该点位时策略开始亏损)。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94895d11b8e2215f204c24ec57f0883d\" tg-width=\"1170\" tg-height=\"1394\"/></p><p><strong>风险对冲:</strong></p><p>买入高行权价(125美元)Call限制最大亏损,将潜在损失锁定在490美元,优于裸卖Call的无限风险。</p><p><strong>风险提示:</strong></p><ul style=\"\"><li><p>需关注半导体行业或英伟达突发利好可能导致股价突破盈亏平衡点。</p></li><li><p>波动率跳升:若IV因市场恐慌上升,期权权利金可能短期上涨,但策略已通过价差结构降低敏感性。</p></li><li><p>策略适用场景:预计英伟达股价在4月25日前维持震荡或小幅下跌,且波动率不会显著上升。</p></li></ul><p><em>免责声明:以上分析仅供参考,不构成投资建议。期权交易风险较高,投资者需根据自身风险承受能力谨慎决策。</em></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>期权女巫 | 英伟达股价短期可能横盘震荡或下跌,这个期权策略可从中获利</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期权女巫 | 英伟达股价短期可能横盘震荡或下跌,这个期权策略可从中获利\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-04-17 16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (NVDA)收于104.49美元,单日大跌6.87%,过去5日累计跌幅达8.61%,年初至今下跌22.19%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/616e4c15b90c409892da048fce825566\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3471431736\">英伟达坏消息不断:</h2><p>英伟达在周二晚向美国证券交易委员会(SEC)提交的文件中披露,公司日前收到美国政府通知,H20芯片和达到H20内存带宽、互连带宽等的芯片向中国等国家和地区出口需要获得许可证。</p><p>因此,英伟达将在 2026 财年第一季度,即当前季度,为 H20 存货及被取消的订单计提 55 亿美元的费用。</p><h2 id=\"id_4013950368\">另一则消息:</h2><p>4月17日,应中国贸促会邀请,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司首席执行官黄仁勋抵达北京。三个月前,黄仁勋曾在华表态称,要继续与中国合作。</p><p>中国贸促会会长任鸿斌今天在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示,中国是英伟达非常重要的市场,希望将继续与中国合作。</p><h2 id=\"id_2909415661\">分析师观点:</h2><p>摩根士丹利分析师下调了英伟达的营收预期,理由是担心美国对中国的最新芯片出口限制对英伟达的影响,将比预期的“更具破坏性”。摩根士丹利表示,尽管对新的出口限制感到担忧,但英伟达的股票仍是他们在美股市场上的“首选”。大摩维持对英伟达162美元的目标价,指出该公司仍将受益于对人工智能硬件不断增长的需求。</p><p>美国银行全球研究分析师Vivek Arya指出,英伟达的限制措施将影响其供应商和客户的"生态系统"。受影响的供应商包括半导体设备制造商科磊(KLA)和ASML控股。荷兰ASML公司在公布低于分析师预期的第一季度订单后股价大跌。</p><p>Melius Research分析师Ben Reitzes写道:"可以看出该公司已不指望未来能获得任何出口许可。"Reitzes预测,凭借大型科技客户的强劲支出,英伟达仍能在全年实现环比增长。"目前谷歌、亚马逊和Meta对英伟达芯片的资本支出似乎稳固,尽管微软暗示数据中心建设将大幅放缓,但其计算支出仍可能保持稳定。"</p><p>他认为,随着Blackwell系列产品的推出,英伟达在4月季度营收有望超预期,7月季度实现10%的环比增长,10月季度增长7%。</p><p>杰富瑞(Jefferies)分析师Blayne Curtis对全年环比增长持怀疑态度:"由于GB200芯片的推出进展缓慢,市场对7月季度的预期已较低,而新限制使增长更加艰难。"他估计超过一半的减记涉及成品或半成品库存,相当于约100亿美元收入无法确认,可能对7月季度造成50亿美元损失。</p><p>伯恩斯坦(Bernstein)分析师Stacy Rasgon强调:"这些规则要求英伟达的非美国客户购买超过少量AI部件时需申请许可证。尽管最终可控,但处理许可的时间可能影响第二季度及下半年的业绩预期。"他此前认为规则实施概率较低,但H20事件后"不再如此确定"。</p><h2 id=\"id_1128424509\">期权策略构建示例</h2><p><strong>策略逻辑:</strong></p><p>预计股价短期内下跌或反弹空间有限,或短期内横盘震荡。</p><p><strong>构建合约:</strong></p><ul style=\"\"><li><p>卖出行权价120美元的看涨期权(权利金约18美元)。</p></li><li><p>买入行权价125美元的看涨期权(权利金约8美元)。</p></li><li><p>净权利金收入:18 -8 = 10美元 。</p></li><li><p>到期日:2025年4月25日。</p><p><a href=\"https://laohu8.com/OPT/TSM 20250425 170.0 CALL\" title=\" \" class=\"immutable-element\"> </a><a href=\"https://laohu8.com/OPT/NVDA 20250425 120.0 CALL SELL 1 | NVDA 20250425 125.0 CALL BUY 1\" title=\"$NVDA 跨價 250425 120C/125C$ \" class=\"immutable-element\">$NVDA 跨價 250425 120C/125C$ </a></p></li><li><p>最大盈利:10美元(权利金净收入,当股价≤120美元时实现)。</p></li><li><p>最大亏损:490= 2美元 (当股价≥125美元时发生)。</p></li><li><p>盈亏平衡点:120.1美元(股价超过该点位时策略开始亏损)。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94895d11b8e2215f204c24ec57f0883d\" tg-width=\"1170\" tg-height=\"1394\"/></p><p><strong>风险对冲:</strong></p><p>买入高行权价(125美元)Call限制最大亏损,将潜在损失锁定在490美元,优于裸卖Call的无限风险。</p><p><strong>风险提示:</strong></p><ul style=\"\"><li><p>需关注半导体行业或英伟达突发利好可能导致股价突破盈亏平衡点。</p></li><li><p>波动率跳升:若IV因市场恐慌上升,期权权利金可能短期上涨,但策略已通过价差结构降低敏感性。</p></li><li><p>策略适用场景:预计英伟达股价在4月25日前维持震荡或小幅下跌,且波动率不会显著上升。</p></li></ul><p><em>免责声明:以上分析仅供参考,不构成投资建议。期权交易风险较高,投资者需根据自身风险承受能力谨慎决策。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/d6bfb4d51f1e7a4696ff500b8a34441b","relate_stocks":{"NVD":"2倍做空NVDA ETF-GraniteShares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141385375","content_text":"周三 英伟达 (NVDA)收于104.49美元,单日大跌6.87%,过去5日累计跌幅达8.61%,年初至今下跌22.19%。英伟达坏消息不断:英伟达在周二晚向美国证券交易委员会(SEC)提交的文件中披露,公司日前收到美国政府通知,H20芯片和达到H20内存带宽、互连带宽等的芯片向中国等国家和地区出口需要获得许可证。因此,英伟达将在 2026 财年第一季度,即当前季度,为 H20 存货及被取消的订单计提 55 亿美元的费用。另一则消息:4月17日,应中国贸促会邀请,英伟达公司首席执行官黄仁勋抵达北京。三个月前,黄仁勋曾在华表态称,要继续与中国合作。中国贸促会会长任鸿斌今天在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示,中国是英伟达非常重要的市场,希望将继续与中国合作。分析师观点:摩根士丹利分析师下调了英伟达的营收预期,理由是担心美国对中国的最新芯片出口限制对英伟达的影响,将比预期的“更具破坏性”。摩根士丹利表示,尽管对新的出口限制感到担忧,但英伟达的股票仍是他们在美股市场上的“首选”。大摩维持对英伟达162美元的目标价,指出该公司仍将受益于对人工智能硬件不断增长的需求。美国银行全球研究分析师Vivek Arya指出,英伟达的限制措施将影响其供应商和客户的\"生态系统\"。受影响的供应商包括半导体设备制造商科磊(KLA)和ASML控股。荷兰ASML公司在公布低于分析师预期的第一季度订单后股价大跌。Melius Research分析师Ben Reitzes写道:\"可以看出该公司已不指望未来能获得任何出口许可。\"Reitzes预测,凭借大型科技客户的强劲支出,英伟达仍能在全年实现环比增长。\"目前谷歌、亚马逊和Meta对英伟达芯片的资本支出似乎稳固,尽管微软暗示数据中心建设将大幅放缓,但其计算支出仍可能保持稳定。\"他认为,随着Blackwell系列产品的推出,英伟达在4月季度营收有望超预期,7月季度实现10%的环比增长,10月季度增长7%。杰富瑞(Jefferies)分析师Blayne Curtis对全年环比增长持怀疑态度:\"由于GB200芯片的推出进展缓慢,市场对7月季度的预期已较低,而新限制使增长更加艰难。\"他估计超过一半的减记涉及成品或半成品库存,相当于约100亿美元收入无法确认,可能对7月季度造成50亿美元损失。伯恩斯坦(Bernstein)分析师Stacy Rasgon强调:\"这些规则要求英伟达的非美国客户购买超过少量AI部件时需申请许可证。尽管最终可控,但处理许可的时间可能影响第二季度及下半年的业绩预期。\"他此前认为规则实施概率较低,但H20事件后\"不再如此确定\"。期权策略构建示例策略逻辑:预计股价短期内下跌或反弹空间有限,或短期内横盘震荡。构建合约:卖出行权价120美元的看涨期权(权利金约18美元)。买入行权价125美元的看涨期权(权利金约8美元)。净权利金收入:18 -8 = 10美元 。到期日:2025年4月25日。 $NVDA 跨價 250425 120C/125C$ 最大盈利:10美元(权利金净收入,当股价≤120美元时实现)。最大亏损:490= 2美元 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