Eddie318的个人主页 - 老虎社区

Eddie318

Eddie318

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17关注

11粉丝

0主题

0勋章

2021-11-10

Oh gosh

@华商韬略:恒大头上动土，这位神秘大佬再也藏不住了

2021-11-09

This is great news

抱歉，原内容已删除

2021-11-05

Fantastic

抱歉，原内容已删除

2021-11-02

Will hold.

抱歉，原内容已删除

2021-10-28

Great

抱歉，原内容已删除

2021-10-28

Fantastic!

@henshengqi:$SINGAPORE AIRLINES LTD(C6L.SI)$ Even we are still affected by COVID-19,the the freight market is strong.And they will make more money by the cargo for revenue.

2021-10-28

Awesome

@期权小班长:真的买在山顶了怎么办？备兑策略了解一下

2021-10-26

Cool

抱歉，原内容已删除

2021-10-26

How come Nio did shoot up?

抱歉，原内容已删除

2021-10-21

Awesome

抱歉，原内容已删除

2021-10-21

Cool!

抱歉，原内容已删除

2021-10-10

Looking forward to a good bargain.

抱歉，原内容已删除

2021-10-09

Yes!

@孟浩:🔥锂电池涨疯了！你上车了吗？🚀🚀🚀

2021-10-02

Cool

抱歉，原内容已删除

2021-09-30

Awesome

抱歉，原内容已删除

2021-09-13

Awesome!

抱歉，原内容已删除

2021-09-13

This is cool.

抱歉，原内容已删除

2021-09-12

I hope so

抱歉，原内容已删除

2021-09-06

Yes, I have faith in this company.

抱歉，原内容已删除

2021-08-30

Nice

@局外人___:英伟达近5.75年4400%的涨势势如破竹, 年化复利收益率近193% 一篇精简版半导体行业分析送上

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今天的卖put池： 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% <a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 2021/11/5 110 0.9 63% 29% <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 2021/11/5 220 0.58 47% 9% 本周曾推荐 仅做跟踪记录 <a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 2021/11/5 50 $1.46 42% 行权风险 PDD 2021/11/5 87 $1.25 59% —————— TSLA 2021/11/5 850 $5.60 82% —————— NIO 2021/11/5 35 $0.11 58% —————— TSM 2021/11/5 108 $0.27 27% —————— HK01810 2021/11/29 20 HK0.29 37% —————— 首先简单谈一下今天的两只：AMD和英伟达。 <a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 财报落地，数据相当亮眼。这一季度财报都很有意思，行业间不同公司表现开始分化，有的公司将财报差归于大环境，而同样的情况下其他同行载歌载舞。AMD因为前期股价涨幅兑现所以盘后并没有显著波动，后续我觉得继续涨或者横盘都有可能。put行权价选择110，比咱们之前做的多10块钱，这份","listText":"文章分为两部分，今天的卖put和kweb如果行权如何处理。 今天的卖put池： 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% <a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 2021/11/5 110 0.9 63% 29% <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 2021/11/5 220 0.58 47% 9% 本周曾推荐 仅做跟踪记录 <a target=\"_blank\" href=\"https://laohu8.com/S/KWEB\">$KraneShares CSI China Internet ETF(KWEB)$</a> 2021/11/5 50 $1.46 42% 行权风险 PDD 2021/11/5 87 $1.25 59% —————— TSLA 2021/11/5 850 $5.60 82% —————— NIO 2021/11/5 35 $0.11 58% —————— TSM 2021/11/5 108 $0.27 27% —————— HK01810 2021/11/29 20 HK0.29 37% —————— 首先简单谈一下今天的两只：AMD和英伟达。 <a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 财报落地，数据相当亮眼。这一季度财报都很有意思，行业间不同公司表现开始分化，有的公司将财报差归于大环境，而同样的情况下其他同行载歌载舞。AMD因为前期股价涨幅兑现所以盘后并没有显著波动，后续我觉得继续涨或者横盘都有可能。put行权价选择110，比咱们之前做的多10块钱，这份","text":"文章分为两部分，今天的卖put和kweb如果行权如何处理。 今天的卖put池： 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% $AMD(AMD)$ 2021/11/5 110 0.9 63% 29% $英伟达(NVDA)$ 2021/11/5 220 0.58 47% 9% 本周曾推荐 仅做跟踪记录 $KraneShares CSI China Internet ETF(KWEB)$ 2021/11/5 50 $1.46 42% 行权风险 PDD 2021/11/5 87 $1.25 59% —————— TSLA 2021/11/5 850 $5.60 82% —————— NIO 2021/11/5 35 $0.11 58% —————— TSM 2021/11/5 108 $0.27 27% —————— HK01810 2021/11/29 20 HK0.29 37% —————— 首先简单谈一下今天的两只：AMD和英伟达。 $AMD(AMD)$ 财报落地，数据相当亮眼。这一季度财报都很有意思，行业间不同公司表现开始分化，有的公司将财报差归于大环境，而同样的情况下其他同行载歌载舞。AMD因为前期股价涨幅兑现所以盘后并没有显著波动，后续我觉得继续涨或者横盘都有可能。put行权价选择110，比咱们之前做的多10块钱，这份","images":[{"img":"https://static.tigerbbs.com/0481d0347835c870f7949d819f33690d","width":"1079","height":"1118"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855329398","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852024167,"gmtCreate":1635225761565,"gmtModify":1635225761800,"author":{"id":"3575110265749823","authorId":"3575110265749823","name":"Eddie318","avatar":"https://static.tigerbbs.com/64935bcbea3cb0f19632a043b5c4f663","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575110265749823","authorIdStr":"3575110265749823"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852024167","repostId":"2177489964","repostType":4,"isVote":1,"tweetType":1,"viewCount":3510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852025764,"gmtCreate":1635225719784,"gmtModify":1635225720065,"author":{"id":"3575110265749823","authorId":"3575110265749823","name":"Eddie318","avatar":"https://static.tigerbbs.com/64935bcbea3cb0f19632a043b5c4f663","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575110265749823","authorIdStr":"3575110265749823"},"themes":[],"htmlText":"How come Nio did shoot up?","listText":"How come Nio did shoot up?","text":"How come Nio did shoot up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/852025764","repostId":"1112296785","repostType":4,"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853222075,"gmtCreate":1634817243442,"gmtModify":1634817243673,"author":{"id":"3575110265749823","authorId":"3575110265749823","name":"Eddie318","avatar":"https://static.tigerbbs.com/64935bcbea3cb0f19632a043b5c4f663","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575110265749823","authorIdStr":"3575110265749823"},"themes":[],"htmlText":"Awesome&nbsp;","listText":"Awesome&nbsp;","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853222075","repostId":"2177943408","repostType":4,"isVote":1,"tweetType":1,"viewCount":2794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853228713,"gmtCreate":1634817141449,"gmtModify":1634817141703,"author":{"id":"3575110265749823","authorId":"3575110265749823","name":"Eddie318","avatar":"https://static.tigerbbs.com/64935bcbea3cb0f19632a043b5c4f663","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575110265749823","authorIdStr":"3575110265749823"},"themes":[],"htmlText":"Cool!","listText":"Cool!","text":"Cool!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853228713","repostId":"2177454490","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828384934,"gmtCreate":1633845202694,"gmtModify":1633845202817,"author":{"id":"3575110265749823","authorId":"3575110265749823","name":"Eddie318","avatar":"https://static.tigerbbs.com/64935bcbea3cb0f19632a043b5c4f663","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575110265749823","authorIdStr":"3575110265749823"},"themes":[],"htmlText":"Looking forward to a good bargain.&nbsp;","listText":"Looking forward to a good bargain.&nbsp;","text":"Looking forward to a good bargain.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828384934","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821543754,"gmtCreate":1633765223106,"gmtModify":1633769977912,"author":{"id":"3575110265749823","authorId":"3575110265749823","name":"Eddie318","avatar":"https://static.tigerbbs.com/64935bcbea3cb0f19632a043b5c4f663","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575110265749823","authorIdStr":"3575110265749823"},"themes":[],"htmlText":"Yes!","listText":"Yes!","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821543754","repostId":"145958584","repostType":1,"repost":{"id":145958584,"gmtCreate":1626187249144,"gmtModify":1626318488151,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"🔥锂电池涨疯了！你上车了吗？🚀🚀🚀","htmlText":"大家最近关注锂电池了吗？要说最近股市当中什么最火爆，锂电池绝对是最火爆的点，在锂电池板块走强的背景下，锂电池概念股纷纷创新高。今天想跟大家聊聊有没有哪些投资机会？ 锂电池涨疯了 延续上周涨势，锂电池股价在12日继续集体上涨。截至当日A股收盘，数据显示，锂电池指数上涨3.72%。今年以来，锂电池指数涨幅达到54.29%。当日，多只锂电池相关的股票大涨。其中，赣锋锂业涨停收盘，亿纬锂能收涨9.7%，华友钴业涨停，比亚迪涨7.10%。锂电池龙头宁德时代一度大涨超5%，创历史新高。美股锂电池概念股同样大涨，<a target=\"_blank\" href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a> 大涨6.83%，<a target=\"_blank\" href=\"https://laohu8.com/S/LAC\">$Lithium Americas Corp.(LAC)$</a> 大涨10.8%，<a target=\"_blank\" href=\"https://laohu8.com/S/LTHM\">$Livent Corp.(LTHM)$</a> 大涨6%， <a target=\"_blank\" href=\"https://laohu8.com/S/SQM\">$智利矿业化工(SQM)$</a> sqm 大涨5.5%。 细数一下上涨的原因 说到电池上涨的原因，其实跟房价一样都是受供需影响的，主要是因为造车新势力的涌入跟传统汽车产业的电气化转型和储能行业近年快速发展等因素叠加一起，导致对动力电池的需求快速扩大。去年新能源行情的热度就不用多说了，今年以来，新一轮造车热潮继续涌现，已经有百度集团、滴滴、小米、华为、360等多家科技公司宣布造车。此外，传统汽车也有转型电气化的需求。据网上消息，多个能源信息平台及媒体陆续发布电动车电池供应短缺的消息，","listText":"大家最近关注锂电池了吗？要说最近股市当中什么最火爆，锂电池绝对是最火爆的点，在锂电池板块走强的背景下，锂电池概念股纷纷创新高。今天想跟大家聊聊有没有哪些投资机会？ 锂电池涨疯了 延续上周涨势，锂电池股价在12日继续集体上涨。截至当日A股收盘，数据显示，锂电池指数上涨3.72%。今年以来，锂电池指数涨幅达到54.29%。当日，多只锂电池相关的股票大涨。其中，赣锋锂业涨停收盘，亿纬锂能收涨9.7%，华友钴业涨停，比亚迪涨7.10%。锂电池龙头宁德时代一度大涨超5%，创历史新高。美股锂电池概念股同样大涨，<a target=\"_blank\" href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a> 大涨6.83%，<a target=\"_blank\" href=\"https://laohu8.com/S/LAC\">$Lithium Americas Corp.(LAC)$</a> 大涨10.8%，<a target=\"_blank\" href=\"https://laohu8.com/S/LTHM\">$Livent Corp.(LTHM)$</a> 大涨6%， <a target=\"_blank\" href=\"https://laohu8.com/S/SQM\">$智利矿业化工(SQM)$</a> sqm 大涨5.5%。 细数一下上涨的原因 说到电池上涨的原因，其实跟房价一样都是受供需影响的，主要是因为造车新势力的涌入跟传统汽车产业的电气化转型和储能行业近年快速发展等因素叠加一起，导致对动力电池的需求快速扩大。去年新能源行情的热度就不用多说了，今年以来，新一轮造车热潮继续涌现，已经有百度集团、滴滴、小米、华为、360等多家科技公司宣布造车。此外，传统汽车也有转型电气化的需求。据网上消息，多个能源信息平台及媒体陆续发布电动车电池供应短缺的消息，","text":"大家最近关注锂电池了吗？要说最近股市当中什么最火爆，锂电池绝对是最火爆的点，在锂电池板块走强的背景下，锂电池概念股纷纷创新高。今天想跟大家聊聊有没有哪些投资机会？ 锂电池涨疯了 延续上周涨势，锂电池股价在12日继续集体上涨。截至当日A股收盘，数据显示，锂电池指数上涨3.72%。今年以来，锂电池指数涨幅达到54.29%。当日，多只锂电池相关的股票大涨。其中，赣锋锂业涨停收盘，亿纬锂能收涨9.7%，华友钴业涨停，比亚迪涨7.10%。锂电池龙头宁德时代一度大涨超5%，创历史新高。美股锂电池概念股同样大涨，$美国雅宝公司(ALB)$ 大涨6.83%，$Lithium Americas Corp.(LAC)$ 大涨10.8%，$Livent Corp.(LTHM)$ 大涨6%， $智利矿业化工(SQM)$ sqm 大涨5.5%。 细数一下上涨的原因 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>&nbsp;近5年多涨势惊人，但投资股票少不了分析，巴菲特选择先分析再买入，索罗斯选择先买入再分析。两者模式你可以选择适合自己的，但是两者模式都少不了分析环节却是肯定的。首先说明一下，本篇精简行业研究报告（精简版）涉及3个方面，分别是1.行业简介，2.竞争格局， 3.行业前景如觉得内容还需增补，请留言，我会继续完成半导体行业的（增强版）报告。一、首先说说行业简介简单来说半导体行业其实就是生产电子零件的行业，一般来说也就是用两个或以上连接的金属垫打包成离散的形式。再通过把他们焊接成电路板的形式把零件连接起来创造出一个电子电路。半导体设备通常就是由像硅这种材料制作出的电子零件。那么该行业呢几个Major player公司也就是比较著名的像美光科技，台积电，英伟达这些；咱们谈行业，重要的是需要了解什么？当然是了解Key Drivers（关键驱动因素），那么下面这张图就涵盖了半导体行业最重要的5个驱动因素二、竞争格局先谈市场份额半导体行业不像传统的金融行业，该行业的市场份额集中度相对较low，最顶尖的top4公司的市场份额也只占据了25.5%的行业收入。再谈行业关键成功因素能够获取最新和最有效的技术无疑是半导体行业成功最关键的因素，这也无疑为什么台积电的张忠谋说大陆的芯片技术落后台湾5年。另外获取高技能的劳动力，对出口市场的建立，对关键市场的联系、规模经济效应和愿意在合适的情况下进行外包是该行业取得进展不可或缺的又几个因素。继续谈竞争的基本状况全球半导体行业的竞争相对激烈和稳定，这些竞争主要是发生在价格，产品质量，产品和加工技术，商标和产品交付的及时性方面接着谈行业的进入障碍（“A great business is a business that","text":"$英伟达(NVDA)$ 近5年多涨势惊人，但投资股票少不了分析，巴菲特选择先分析再买入，索罗斯选择先买入再分析。两者模式你可以选择适合自己的，但是两者模式都少不了分析环节却是肯定的。首先说明一下，本篇精简行业研究报告（精简版）涉及3个方面，分别是1.行业简介，2.竞争格局， 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