MK8888的个人主页 - 老虎社区

MK8888

MK8888

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2021-12-11

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@期权小班长:密切关注通胀带来的行情影响

2021-12-10

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@Buy_Sell:🚀【12月9日】疫苗利好再度传来！苹果新高，中概上涨！今天买点啥

2021-11-19

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@不二说价值:📢请关注我的youtube频道：不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价，帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票，热门留言我会优先估价。✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：十万刀空间站独家内容和丰富福利介绍$哔哩哔哩(BILI)$ $爱奇艺(IQ)$ $Netflix, Inc.(NFLX)$ $百度(BIDU)$ $谷歌(GOOG)$

2021-11-14

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抱歉，原内容已删除

2021-11-04

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@话题虎:一年15倍，一天翻3倍！安飞士才是今年最牛的美股！

2021-11-01

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@OptionPlus:干货！复盘TFAAMG超级科技股的财报季操作！

2021-10-21

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@4fb98180:$SEMBCORP MARINE LTD(S51.SI)$From sgx annoucement .

2021-10-17

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@话题虎:马斯克：我迫不及待地想要加入《原神》的世界！

2021-10-15

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抱歉，原内容已删除

2021-09-20

Z👍

抱歉，原内容已删除

2021-09-20

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@Deonc:Why Microsoft to buy back up to $60 billion in shares?

2021-09-20

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@Deonc:Why Microsoft to buy back up to $60 billion in shares?

2021-09-16

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抱歉，原内容已删除

2021-09-13

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抱歉，原内容已删除

2021-09-12

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抱歉，原内容已删除

2021-09-12

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抱歉，原内容已删除

2021-09-10

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抱歉，原内容已删除

2021-09-09

Correction is good.

抱歉，原内容已删除

2021-09-08

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抱歉，原内容已删除

2021-09-07

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抱歉，原内容已删除

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然后大盘就泄了，成长股跌的一塌糊涂，芯片和汽车领跌。 换我我也怕啊，你这周五数据得糟糕到什么程度还要出来提前打预防针。 从经济学家们预估的中值来看，市场普遍预期此次CPI将会达到6.7%以上，或创1982年夏季以来最高水平。。待会看数据，要真是这么高，市场会进一步抬高加息和缩减速度加快的预期。此前10月CPI同比增长超过6%，创1990年以来最高水平。 受通胀情绪影响，科技股普跌，芯片股领跌。 更别提今天马斯克跳出来说要辞职CEO专心当网红，再结合他最近卖卖卖的举动，盘前<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 毫无意外下跌。 put数据上，没有特别的风险提示，因为iv一直很高一直是put池常客，属于一年四季都也可以靠sell&nbsp;put赚钱的那种股票。但芯片股<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 要注意回调风险了，周权和月权数据今天都出现了，但周五不开仓先观察，下周一再做考虑。 继续持有<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和大盘<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 多头，上述影响盘中再做评估。道指代表的传统行业上涨意愿更强烈，奈何科技股带偏了，像极了想去商店买东西的小孩，最后被大人活生生拽走了。 大家周末愉快！","listText":"周四大盘回调了，因为拜登这老头子例行讲话时额外警告了一下，不要过度解读周五的通胀数据。 然后大盘就泄了，成长股跌的一塌糊涂，芯片和汽车领跌。 换我我也怕啊，你这周五数据得糟糕到什么程度还要出来提前打预防针。 从经济学家们预估的中值来看，市场普遍预期此次CPI将会达到6.7%以上，或创1982年夏季以来最高水平。。待会看数据，要真是这么高，市场会进一步抬高加息和缩减速度加快的预期。此前10月CPI同比增长超过6%，创1990年以来最高水平。 受通胀情绪影响，科技股普跌，芯片股领跌。 更别提今天马斯克跳出来说要辞职CEO专心当网红，再结合他最近卖卖卖的举动，盘前<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 毫无意外下跌。 put数据上，没有特别的风险提示，因为iv一直很高一直是put池常客，属于一年四季都也可以靠sell&nbsp;put赚钱的那种股票。但芯片股<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 要注意回调风险了，周权和月权数据今天都出现了，但周五不开仓先观察，下周一再做考虑。 继续持有<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和大盘<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 多头，上述影响盘中再做评估。道指代表的传统行业上涨意愿更强烈，奈何科技股带偏了，像极了想去商店买东西的小孩，最后被大人活生生拽走了。 大家周末愉快！","text":"周四大盘回调了，因为拜登这老头子例行讲话时额外警告了一下，不要过度解读周五的通胀数据。 然后大盘就泄了，成长股跌的一塌糊涂，芯片和汽车领跌。 换我我也怕啊，你这周五数据得糟糕到什么程度还要出来提前打预防针。 从经济学家们预估的中值来看，市场普遍预期此次CPI将会达到6.7%以上，或创1982年夏季以来最高水平。。待会看数据，要真是这么高，市场会进一步抬高加息和缩减速度加快的预期。此前10月CPI同比增长超过6%，创1990年以来最高水平。 受通胀情绪影响，科技股普跌，芯片股领跌。 更别提今天马斯克跳出来说要辞职CEO专心当网红，再结合他最近卖卖卖的举动，盘前$特斯拉(TSLA)$ 毫无意外下跌。 put数据上，没有特别的风险提示，因为iv一直很高一直是put池常客，属于一年四季都也可以靠sell put赚钱的那种股票。但芯片股$英伟达(NVDA)$ $AMD(AMD)$ 要注意回调风险了，周权和月权数据今天都出现了，但周五不开仓先观察，下周一再做考虑。 继续持有$苹果(AAPL)$ 和大盘$标普500ETF(SPY)$ 多头，上述影响盘中再做评估。道指代表的传统行业上涨意愿更强烈，奈何科技股带偏了，像极了想去商店买东西的小孩，最后被大人活生生拽走了。 大家周末愉快！","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605836404","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605926399,"gmtCreate":1639103402325,"gmtModify":1639103410347,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605926399","repostId":"602655762","repostType":1,"repost":{"id":602655762,"gmtCreate":1639018153853,"gmtModify":1716217704393,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【12月9日】疫苗利好再度传来！苹果新高，中概上涨！今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日，恒生指数开盘上涨171.54点，涨幅0.71%，报24168.41点；国企指数开盘上涨63.25点，涨幅0.74%，报8586.15点；红筹指数开盘上涨7.83点，涨幅0.2%，报3878.09点。 恒生科技指数涨0.91%，大型科技股涨跌不一，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小幅低开； 港股教育板块走高，<a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 涨近6％，新东方在线涨超4","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日，恒生指数开盘上涨171.54点，涨幅0.71%，报24168.41点；国企指数开盘上涨63.25点，涨幅0.74%，报8586.15点；红筹指数开盘上涨7.83点，涨幅0.2%，报3878.09点。 恒生科技指数涨0.91%，大型科技股涨跌不一，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小幅低开； 港股教育板块走高，<a target=\"_blank\" href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 涨近6％，新东方在线涨超4","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 12月9日，恒生指数开盘上涨171.54点，涨幅0.71%，报24168.41点；国企指数开盘上涨63.25点，涨幅0.74%，报8586.15点；红筹指数开盘上涨7.83点，涨幅0.2%，报3878.09点。 恒生科技指数涨0.91%，大型科技股涨跌不一，$百度集团-SW(09888)$ 、$美团-W(03690)$ 涨超2%，$阿里巴巴-SW(09988)$ 、$腾讯控股(00700)$ 涨超1%，$网易-S(09999)$ 跌1.7%，$快手-W(01024)$ 、$小米集团-W(01810)$ 小幅低开； 港股教育板块走高，$新东方-S(09901)$ 涨近6％，新东方在线涨超4","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602655762","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876569965,"gmtCreate":1637332626588,"gmtModify":1637332626913,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876569965","repostId":"876397745","repostType":1,"repost":{"id":876397745,"gmtCreate":1637258452030,"gmtModify":1708926202010,"author":{"id":"3545995761422355","authorId":"3545995761422355","name":"不二说价值","avatar":"https://static.tigerbbs.com/56fa489972246881ba23cfecebfd4c45","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545995761422355","idStr":"3545995761422355"},"themes":[],"title":"哔哩哔哩（B站）股票财报后两天暴跌30%，小破站会重蹈牛夫人爱奇艺的覆辙么？","htmlText":"\n \n \n  📢请关注我的youtube频道：不二说价值。以确保收看所有完整的节目。📢&nbsp;我会持续对优质公司进行估价，帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票，热门留言我会优先估价。✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：<a href=\"https://laohu8.com/TW/140843402\" target=\"_blank\">十万刀空间站独家内容和丰富福利介绍</a><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>&nbsp;\n \n","listText":"📢请关注我的youtube频道：不二说价值。以确保收看所有完整的节目。📢&nbsp;我会持续对优质公司进行估价，帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票，热门留言我会优先估价。✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：<a href=\"https://laohu8.com/TW/140843402\" target=\"_blank\">十万刀空间站独家内容和丰富福利介绍</a><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>&nbsp;","text":"📢请关注我的youtube频道：不二说价值。以确保收看所有完整的节目。📢 我会持续对优质公司进行估价，帮助虎友做出更合理的交易决策。欢迎评论留下自己想估价的股票，热门留言我会优先估价。✅配合视频站，我的空间站专属内容大幅增加，每月还会有独家现金福利哦！具体请看：十万刀空间站独家内容和丰富福利介绍$哔哩哔哩(BILI)$ $爱奇艺(IQ)$ $Netflix, Inc.(NFLX)$ $百度(BIDU)$ $谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/5f230cb55b47dc8fd364965b5160cab6","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876397745","isVote":1,"tweetType":2,"object":{"id":"78b42b57ac2640bbb55b138315a8bba3","tweetId":"876397745","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/8d7d3c03387702291639699256/fqPGAPa2TrsA.mp4","poster":"https://static.tigerbbs.com/5f230cb55b47dc8fd364965b5160cab6"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873356189,"gmtCreate":1636863507337,"gmtModify":1636863507456,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873356189","repostId":"1159096163","repostType":4,"isVote":1,"tweetType":1,"viewCount":2772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848299106,"gmtCreate":1635999078948,"gmtModify":1635999087233,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848299106","repostId":"841240973","repostType":1,"repost":{"id":841240973,"gmtCreate":1635918524088,"gmtModify":1635933130348,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"一年15倍，一天翻3倍！安飞士才是今年最牛的美股！","htmlText":"昨天，一个叫<a target=\"_blank\" href=\"https://laohu8.com/S/CAR\">$安飞士(CAR)$</a> 的股票在冲上了美股成交额榜第二名。 定睛一看，好家伙，一天翻了两倍多： 这究竟是什么神仙？ 安飞士（AVIS ）是一家拥有60多年历史的国际租车品牌，代表着租车行业的顶尖水准，业务遍及全球。 说到AVIS不得不提到它最大的竞争对手——赫兹（Hertz） Hertz在租车行业拥有更悠久的历史，2013年还投资过中国的租车巨头【神州租车】，它是租车行业的老大哥。 然而，2020年受到疫情冲击、居家令等因素打击，赫兹却被迫于5月22日，宣布申请破产保护，无力偿还的债务高达190亿美元，并在5月26日收到了纽交所的退市通知。 不过，今年5月迎来了转机，两大投资机构 Knighthead&nbsp;Capital&nbsp;Management&nbsp;和&nbsp;Certares&nbsp;Management 接管了破产重组的&nbsp;赫兹，并注入了&nbsp;59&nbsp;亿美元的投资。 重生的赫兹，随即公布了计划采购10万辆特斯拉的大消息，其粉单股票持续大涨：<a target=\"_blank\" href=\"https://laohu8.com/S/HTZGQ\">$赫兹(HTZGQ)$</a>但赫兹这么一折腾，安飞士则成为了最大受益者。 安飞士的股价在今年节节攀升，从年初的35，最高冲到545，涨幅超过15倍；以昨日收盘价格357算，不到一年，涨幅也超过了10倍！ 安飞士的大涨是多重因素导致的： 与赫兹的此消彼长； 夏季旺盛的租车需求； 公司宣布的增加10亿美元的股票回购； 公司近期购买电动汽车的计划； 等等 以及昨晚上演的逼空行情，据外媒报道： 在安飞士公布财报前，已被大量做空，空头仓位甚至达到“不正常”的水平。然而，安飞","listText":"昨天，一个叫<a target=\"_blank\" href=\"https://laohu8.com/S/CAR\">$安飞士(CAR)$</a> 的股票在冲上了美股成交额榜第二名。 定睛一看，好家伙，一天翻了两倍多： 这究竟是什么神仙？ 安飞士（AVIS ）是一家拥有60多年历史的国际租车品牌，代表着租车行业的顶尖水准，业务遍及全球。 说到AVIS不得不提到它最大的竞争对手——赫兹（Hertz） Hertz在租车行业拥有更悠久的历史，2013年还投资过中国的租车巨头【神州租车】，它是租车行业的老大哥。 然而，2020年受到疫情冲击、居家令等因素打击，赫兹却被迫于5月22日，宣布申请破产保护，无力偿还的债务高达190亿美元，并在5月26日收到了纽交所的退市通知。 不过，今年5月迎来了转机，两大投资机构 Knighthead&nbsp;Capital&nbsp;Management&nbsp;和&nbsp;Certares&nbsp;Management 接管了破产重组的&nbsp;赫兹，并注入了&nbsp;59&nbsp;亿美元的投资。 重生的赫兹，随即公布了计划采购10万辆特斯拉的大消息，其粉单股票持续大涨：<a target=\"_blank\" href=\"https://laohu8.com/S/HTZGQ\">$赫兹(HTZGQ)$</a>但赫兹这么一折腾，安飞士则成为了最大受益者。 安飞士的股价在今年节节攀升，从年初的35，最高冲到545，涨幅超过15倍；以昨日收盘价格357算，不到一年，涨幅也超过了10倍！ 安飞士的大涨是多重因素导致的： 与赫兹的此消彼长； 夏季旺盛的租车需求； 公司宣布的增加10亿美元的股票回购； 公司近期购买电动汽车的计划； 等等 以及昨晚上演的逼空行情，据外媒报道： 在安飞士公布财报前，已被大量做空，空头仓位甚至达到“不正常”的水平。然而，安飞","text":"昨天，一个叫$安飞士(CAR)$ 的股票在冲上了美股成交额榜第二名。 定睛一看，好家伙，一天翻了两倍多： 这究竟是什么神仙？ 安飞士（AVIS ）是一家拥有60多年历史的国际租车品牌，代表着租车行业的顶尖水准，业务遍及全球。 说到AVIS不得不提到它最大的竞争对手——赫兹（Hertz） Hertz在租车行业拥有更悠久的历史，2013年还投资过中国的租车巨头【神州租车】，它是租车行业的老大哥。 然而，2020年受到疫情冲击、居家令等因素打击，赫兹却被迫于5月22日，宣布申请破产保护，无力偿还的债务高达190亿美元，并在5月26日收到了纽交所的退市通知。 不过，今年5月迎来了转机，两大投资机构 Knighthead Capital Management 和 Certares Management 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<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 财报好到要用拿着放大镜才能找到一点点隐忧。在全球芯片荒的背景下，特斯拉第三季度没有受到任何影响，是一点都没有，这就已经大大超了预期，体现了特斯拉超强的上下游一体化的供应链整合能力，说白了，就统统掌控在自己手中。特斯拉的盈利能力也不断增强，财务状态处于史上最好的时期。业绩是基础，真正让特斯拉跻身万亿美元俱乐部的驱动因子是赫兹那张10万辆Model3的订单，这相当于锁定特斯拉10%的年产能，订单总价高达42亿美元，写下特斯拉史上最大一笔订单，刺激特斯拉股价当天大涨12%一举破万亿。 复盘特斯拉的操作，我在900和1000通过备兑行权分别卖出的特斯拉的正股。如果仅看财报，比较符合我的预期，前期积累的涨幅比较大，当天表现并没有特别跳跃。但财报两天后，赫兹的订单是完全出乎预料，这个拉伸走出超级的short squeeze。因为特斯拉在财报前期涨很多，盘面上聚集了大量的空头，包括通过期权和正股做空的。卖出特斯拉没有后悔，没有办法对突然起来的利好预判，我已经开始继续卖put，等待继续接回来的机会。其实对于风险偏好高的朋友，特斯拉这种做单向买call或者买put是可以赚大钱的。但是个人属于风险偏好中性，不愿追涨杀跌的典型，所以我更愿意等待价格回归再买入，那么卖put就是最好的等待接盘方式。我觉得特斯拉从10月初750左右价格连涨近50%，各种指标都在超买区域有足够需要回调的空间，所以我愿意等待。目前选择卖11月19日780/750的put去等待接盘，因为黄金分割线0.618的位置大概在760多。由于连涨，通过期权做空或做保护","listText":"TFAAMG财报都发了，最强的无疑是宇宙神车，中年微软稳如老大哥，负面缠身的FB换名托底，今天小＋来整体复盘一下财报和一些操作思路。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 财报好到要用拿着放大镜才能找到一点点隐忧。在全球芯片荒的背景下，特斯拉第三季度没有受到任何影响，是一点都没有，这就已经大大超了预期，体现了特斯拉超强的上下游一体化的供应链整合能力，说白了，就统统掌控在自己手中。特斯拉的盈利能力也不断增强，财务状态处于史上最好的时期。业绩是基础，真正让特斯拉跻身万亿美元俱乐部的驱动因子是赫兹那张10万辆Model3的订单，这相当于锁定特斯拉10%的年产能，订单总价高达42亿美元，写下特斯拉史上最大一笔订单，刺激特斯拉股价当天大涨12%一举破万亿。 复盘特斯拉的操作，我在900和1000通过备兑行权分别卖出的特斯拉的正股。如果仅看财报，比较符合我的预期，前期积累的涨幅比较大，当天表现并没有特别跳跃。但财报两天后，赫兹的订单是完全出乎预料，这个拉伸走出超级的short squeeze。因为特斯拉在财报前期涨很多，盘面上聚集了大量的空头，包括通过期权和正股做空的。卖出特斯拉没有后悔，没有办法对突然起来的利好预判，我已经开始继续卖put，等待继续接回来的机会。其实对于风险偏好高的朋友，特斯拉这种做单向买call或者买put是可以赚大钱的。但是个人属于风险偏好中性，不愿追涨杀跌的典型，所以我更愿意等待价格回归再买入，那么卖put就是最好的等待接盘方式。我觉得特斯拉从10月初750左右价格连涨近50%，各种指标都在超买区域有足够需要回调的空间，所以我愿意等待。目前选择卖11月19日780/750的put去等待接盘，因为黄金分割线0.618的位置大概在760多。由于连涨，通过期权做空或做保护","text":"TFAAMG财报都发了，最强的无疑是宇宙神车，中年微软稳如老大哥，负面缠身的FB换名托底，今天小＋来整体复盘一下财报和一些操作思路。 $特斯拉(TSLA)$ 财报好到要用拿着放大镜才能找到一点点隐忧。在全球芯片荒的背景下，特斯拉第三季度没有受到任何影响，是一点都没有，这就已经大大超了预期，体现了特斯拉超强的上下游一体化的供应链整合能力，说白了，就统统掌控在自己手中。特斯拉的盈利能力也不断增强，财务状态处于史上最好的时期。业绩是基础，真正让特斯拉跻身万亿美元俱乐部的驱动因子是赫兹那张10万辆Model3的订单，这相当于锁定特斯拉10%的年产能，订单总价高达42亿美元，写下特斯拉史上最大一笔订单，刺激特斯拉股价当天大涨12%一举破万亿。 复盘特斯拉的操作，我在900和1000通过备兑行权分别卖出的特斯拉的正股。如果仅看财报，比较符合我的预期，前期积累的涨幅比较大，当天表现并没有特别跳跃。但财报两天后，赫兹的订单是完全出乎预料，这个拉伸走出超级的short squeeze。因为特斯拉在财报前期涨很多，盘面上聚集了大量的空头，包括通过期权和正股做空的。卖出特斯拉没有后悔，没有办法对突然起来的利好预判，我已经开始继续卖put，等待继续接回来的机会。其实对于风险偏好高的朋友，特斯拉这种做单向买call或者买put是可以赚大钱的。但是个人属于风险偏好中性，不愿追涨杀跌的典型，所以我更愿意等待价格回归再买入，那么卖put就是最好的等待接盘方式。我觉得特斯拉从10月初750左右价格连涨近50%，各种指标都在超买区域有足够需要回调的空间，所以我愿意等待。目前选择卖11月19日780/750的put去等待接盘，因为黄金分割线0.618的位置大概在760多。由于连涨，通过期权做空或做保护","images":[{"img":"https://static.tigerbbs.com/f52b4e657cd48e8efa515ccee6db1d3e","width":"830","height":"604"},{"img":"https://static.tigerbbs.com/ca1db6c9b9b1761f1cc1f1708a57e335","width":"830","height":"318"},{"img":"https://static.tigerbbs.com/bb5e7a5788bee29f7249de462502c00f","width":"830","height":"600"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840765112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853195521,"gmtCreate":1634778316294,"gmtModify":1634778316686,"author":{"id":"3580009824814880","authorId":"3580009824814880","name":"MK8888","avatar":"https://static.tigerbbs.com/cb786dba26b549546dc59647cb64f0a7","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580009824814880","idStr":"3580009824814880"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853195521","repostId":"859011377","repostType":1,"repost":{"id":859011377,"gmtCreate":1634637352138,"gmtModify":1634694128398,"author":{"id":"3570225050694937","authorId":"3570225050694937","name":"4fb98180","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570225050694937","idStr":"3570225050694937"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>From sgx annoucement .&nbsp;","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>From sgx annoucement .&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$From sgx annoucement 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10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/S/00799\">$IGG(00799)$</a>","listText":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ <a target=\"_blank\" href=\"https://laohu8.com/S/00799\">$IGG(00799)$</a>","text":"昨天，原神火了，火遍世界了。。。 10月14日，埃隆·马斯克表示，自己已经“迫不及待要加入《原神》世界了”。原神，是中国游戏公司米哈游旗下的游戏产品，为何会引起世界首富的马斯克的关注？ 原来，为庆祝粉丝超过200万人，《原神》设计了一个挑战赛，让粉丝关注一个叫“Ella Musk”的游戏人物，因为这个人物的名字和埃隆·马斯克（Elon Musk）很想，最后设定一个大奖，若粉丝数量达到500万，米哈游CEO大伟将邀请马斯克参观米哈游总部。 于是，就有了马斯克回应原神这么一档子事。 Ella Musk 在游戏中是一个语言学家 马斯克的这条推特引起了不少关注，已经获得几十万人的点赞，十足的又给原神刷了一波存在感。 据了解，《原神》在游戏圈中地位非常高，米哈游仅凭这一款游戏，在去年的营收超过了100亿，成为继$腾讯控股(00700)$ $网易(NTES)$ 后的中国游戏三巨头之一。 有数据显示，数据显示，《原神》有31.6%的收入来自中国地区，北美地区占比也高达21.7%。面对原神的强势，腾讯和网易在今年也推出强力之作，分别上线了【英雄联盟】和【哈利波特】手游。 有网友称： 悄然间，中国游戏公司水准已经走向了世界前列，当我们苦于制造业被卡脖子、互联网突围困难时，游戏企业已经逐步占领外国市场了。 …… 最后，大家聊一聊： 你如何看中国的游戏行业？现在是否值得投资，投资哪些？ 精彩留言用户可获得888社区积分噢！ 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