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T_a_r_a
2024-06-25
祝贺老虎 期待未来的旅程
T_a_r_a
2022-11-07
这篇文章不错，转发给大家看看
@期权小班长:市场为什么跌不下去了？中概股能涨几天？
T_a_r_a
2022-11-07
这篇文章不错，转发给大家看看
@小虎AV:本周美国企业的财报季仍在继续，知名企业诸如$迪士尼(DIS)$ 、$Rivian Automotive, Inc.(RIVN)$ 、$蔚来(NIO)$ 、$Roblox Corporation(RBLX)$ 、$AMC院线(AMC)$ 等，都会在本周发布财报。
T_a_r_a
2022-11-07
这篇文章不错，转发给大家看看
抱歉，原内容已删除
去老虎APP查看更多动态
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期待未来的旅程","listText":"祝贺老虎 期待未来的旅程","text":"祝贺老虎 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3.7%，高于预期的3.60%。这对FED来说算是个中性数据，但数据公布后市场先跌后涨，选择站边失业率。下面谈谈为什么昨天没跌下去和中概股能涨几天。首先鲍威尔声明鹰派是没有任何争议的。我看见今天行情涨了就有人在说鲍威尔不鹰不鸽，这种认知是不对的。如果没有任何其他增量信息只是根据市场涨跌修改自己的意见，下次会议又怎么进行判断呢？这就好像上周五财报一样，不好就是不好，不能因为市场大涨就重新修改对财报客观认知。我们也解释过市场大涨另有原因，是空头在fomc前回补+逼空导致的。同样昨天的问题，加息在11月提前进入第二阶段，spx周三大跌2.5%后周四在3700触底，昨晚来看部分原因是空头在今天非农之前平仓。虽然昨晚大盘没有继续探底，但12月加息概率在向75基点转移。另一个问题是现在的市场仓位构成比较畸形，机构大部分为现金持仓，波动行情对冲需求没有那么强烈了。大家可能发现了周四纳指大跌3%，但vix没有暴涨，期权波动率没有显著提升，其实就是纯多头卖出的结果。对VIX指向性误判也是很多人误判鸽派的原因。 <a href=\"https://laohu8.com/TW/664092556\" target=\"_blank\">这个熊市太怪了！热门对冲手段完全失灵！</a> <a href=\"https://laohu8.com/TW/664094512\" target=\"_blank\">11月3日期权市场总成交量40,609,070张合约，环比减少约8%</a> 这个问题对于今后两个月意味着什么可以再仔细考虑一下。本来可以比较简单的就鹰派态度看跌，但今天A股港股突然暴涨，让事态复杂起来了。所以先谈谈第二个问题，就是这次中概暴涨能持续多久。今天暴","text":"盘前非农数据好坏参半，就业人数大超预期，同样失业人数也大超预期。美国10月季调后非农就业人口录得增加26.1万人，高于预期的20万人；10月失业率录得 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这个问题对于今后两个月意味着什么可以再仔细考虑一下。本来可以比较简单的就鹰派态度看跌，但今天A股港股突然暴涨，让事态复杂起来了。所以先谈谈第二个问题，就是这次中概暴涨能持续多久。今天暴","images":[{"img":"https://static.tigerbbs.com/beda915ff0db06d3ca3395b878485ab1","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/d635249c8ca40172242e1c1ebb5d9910","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/27f16d224f23e98efb795a3dbc41cb11","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664023715","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664339712,"gmtCreate":1667806833637,"gmtModify":1667807163768,"author":{"id":"3585958982275524","authorId":"3585958982275524","name":"T_a_r_a","avatar":"https://static.tigerbbs.com/586a993cabb2fa63547a542920a25fbe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585958982275524","authorIdStr":"3585958982275524"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664339712","repostId":"664396065","repostType":1,"repost":{"id":664396065,"gmtCreate":1667804326957,"gmtModify":1667804531791,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"克莱默的本周财报交易策略","htmlText":"\n \n \n 本周美国企业的财报季仍在继续，知名企业诸如<a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a> 、<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 、<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 、<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 等，都会在本周发布财报。\n \n","listText":"本周美国企业的财报季仍在继续，知名企业诸如<a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a> 、<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 、<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 、<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 等，都会在本周发布财报。","text":"本周美国企业的财报季仍在继续，知名企业诸如$迪士尼(DIS)$ 、$Rivian Automotive, Inc.(RIVN)$ 、$蔚来(NIO)$ 、$Roblox Corporation(RBLX)$ 、$AMC院线(AMC)$ 等，都会在本周发布财报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664396065","isVote":1,"tweetType":2,"object":{"id":"a7f7698f7fe34367b9e617276fa0e212","tweetId":"664396065","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/63781c24387702308158130232/VFgFSDyCrSEA.mp4","poster":"https://static.tigerbbs.com/299dc6ee761d4509365c08dd56a7af3e"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664339429,"gmtCreate":1667806826561,"gmtModify":1667807161076,"author":{"id":"3585958982275524","authorId":"3585958982275524","name":"T_a_r_a","avatar":"https://static.tigerbbs.com/586a993cabb2fa63547a542920a25fbe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585958982275524","authorIdStr":"3585958982275524"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664339429","repostId":"664973900","repostType":1,"isVote":1,"tweetType":1,"viewCount":2494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":664333945,"gmtCreate":1667806838788,"gmtModify":1667807176371,"author":{"id":"3585958982275524","authorId":"3585958982275524","name":"T_a_r_a","avatar":"https://static.tigerbbs.com/586a993cabb2fa63547a542920a25fbe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585958982275524","authorIdStr":"3585958982275524"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/664333945","repostId":"664023715","repostType":1,"repost":{"id":664023715,"gmtCreate":1667568525937,"gmtModify":1744960856649,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"市场为什么跌不下去了？中概股能涨几天？","htmlText":"盘前非农数据好坏参半，就业人数大超预期，同样失业人数也大超预期。美国10月季调后非农就业人口录得增加26.1万人，高于预期的20万人；10月失业率录得 3.7%，高于预期的3.60%。这对FED来说算是个中性数据，但数据公布后市场先跌后涨，选择站边失业率。下面谈谈为什么昨天没跌下去和中概股能涨几天。首先鲍威尔声明鹰派是没有任何争议的。我看见今天行情涨了就有人在说鲍威尔不鹰不鸽，这种认知是不对的。如果没有任何其他增量信息只是根据市场涨跌修改自己的意见，下次会议又怎么进行判断呢？这就好像上周五财报一样，不好就是不好，不能因为市场大涨就重新修改对财报客观认知。我们也解释过市场大涨另有原因，是空头在fomc前回补+逼空导致的。同样昨天的问题，加息在11月提前进入第二阶段，spx周三大跌2.5%后周四在3700触底，昨晚来看部分原因是空头在今天非农之前平仓。虽然昨晚大盘没有继续探底，但12月加息概率在向75基点转移。另一个问题是现在的市场仓位构成比较畸形，机构大部分为现金持仓，波动行情对冲需求没有那么强烈了。大家可能发现了周四纳指大跌3%，但vix没有暴涨，期权波动率没有显著提升，其实就是纯多头卖出的结果。对VIX指向性误判也是很多人误判鸽派的原因。 <a href=\"https://laohu8.com/TW/664092556\" target=\"_blank\">这个熊市太怪了！热门对冲手段完全失灵！</a> <a href=\"https://laohu8.com/TW/664094512\" target=\"_blank\">11月3日期权市场总成交量40,609,070张合约，环比减少约8%</a> 这个问题对于今后两个月意味着什么可以再仔细考虑一下。本来可以比较简单的就鹰派态度看跌，但今天A股港股突然暴涨，让事态复杂起来了。所以先谈谈第二个问题，就是这次中概暴涨能持续多久。今天暴","listText":"盘前非农数据好坏参半，就业人数大超预期，同样失业人数也大超预期。美国10月季调后非农就业人口录得增加26.1万人，高于预期的20万人；10月失业率录得 3.7%，高于预期的3.60%。这对FED来说算是个中性数据，但数据公布后市场先跌后涨，选择站边失业率。下面谈谈为什么昨天没跌下去和中概股能涨几天。首先鲍威尔声明鹰派是没有任何争议的。我看见今天行情涨了就有人在说鲍威尔不鹰不鸽，这种认知是不对的。如果没有任何其他增量信息只是根据市场涨跌修改自己的意见，下次会议又怎么进行判断呢？这就好像上周五财报一样，不好就是不好，不能因为市场大涨就重新修改对财报客观认知。我们也解释过市场大涨另有原因，是空头在fomc前回补+逼空导致的。同样昨天的问题，加息在11月提前进入第二阶段，spx周三大跌2.5%后周四在3700触底，昨晚来看部分原因是空头在今天非农之前平仓。虽然昨晚大盘没有继续探底，但12月加息概率在向75基点转移。另一个问题是现在的市场仓位构成比较畸形，机构大部分为现金持仓，波动行情对冲需求没有那么强烈了。大家可能发现了周四纳指大跌3%，但vix没有暴涨，期权波动率没有显著提升，其实就是纯多头卖出的结果。对VIX指向性误判也是很多人误判鸽派的原因。 <a href=\"https://laohu8.com/TW/664092556\" target=\"_blank\">这个熊市太怪了！热门对冲手段完全失灵！</a> <a href=\"https://laohu8.com/TW/664094512\" target=\"_blank\">11月3日期权市场总成交量40,609,070张合约，环比减少约8%</a> 这个问题对于今后两个月意味着什么可以再仔细考虑一下。本来可以比较简单的就鹰派态度看跌，但今天A股港股突然暴涨，让事态复杂起来了。所以先谈谈第二个问题，就是这次中概暴涨能持续多久。今天暴","text":"盘前非农数据好坏参半，就业人数大超预期，同样失业人数也大超预期。美国10月季调后非农就业人口录得增加26.1万人，高于预期的20万人；10月失业率录得 3.7%，高于预期的3.60%。这对FED来说算是个中性数据，但数据公布后市场先跌后涨，选择站边失业率。下面谈谈为什么昨天没跌下去和中概股能涨几天。首先鲍威尔声明鹰派是没有任何争议的。我看见今天行情涨了就有人在说鲍威尔不鹰不鸽，这种认知是不对的。如果没有任何其他增量信息只是根据市场涨跌修改自己的意见，下次会议又怎么进行判断呢？这就好像上周五财报一样，不好就是不好，不能因为市场大涨就重新修改对财报客观认知。我们也解释过市场大涨另有原因，是空头在fomc前回补+逼空导致的。同样昨天的问题，加息在11月提前进入第二阶段，spx周三大跌2.5%后周四在3700触底，昨晚来看部分原因是空头在今天非农之前平仓。虽然昨晚大盘没有继续探底，但12月加息概率在向75基点转移。另一个问题是现在的市场仓位构成比较畸形，机构大部分为现金持仓，波动行情对冲需求没有那么强烈了。大家可能发现了周四纳指大跌3%，但vix没有暴涨，期权波动率没有显著提升，其实就是纯多头卖出的结果。对VIX指向性误判也是很多人误判鸽派的原因。 这个熊市太怪了！热门对冲手段完全失灵！ 11月3日期权市场总成交量40,609,070张合约，环比减少约8% 这个问题对于今后两个月意味着什么可以再仔细考虑一下。本来可以比较简单的就鹰派态度看跌，但今天A股港股突然暴涨，让事态复杂起来了。所以先谈谈第二个问题，就是这次中概暴涨能持续多久。今天暴","images":[{"img":"https://static.tigerbbs.com/beda915ff0db06d3ca3395b878485ab1","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/d635249c8ca40172242e1c1ebb5d9910","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/27f16d224f23e98efb795a3dbc41cb11","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664023715","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320656728924264,"gmtCreate":1719308493703,"gmtModify":1719309988036,"author":{"id":"3585958982275524","authorId":"3585958982275524","name":"T_a_r_a","avatar":"https://static.tigerbbs.com/586a993cabb2fa63547a542920a25fbe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585958982275524","authorIdStr":"3585958982275524"},"themes":[],"htmlText":"祝贺老虎 期待未来的旅程","listText":"祝贺老虎 期待未来的旅程","text":"祝贺老虎 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\n \n 本周美国企业的财报季仍在继续，知名企业诸如<a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a> 、<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 、<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 、<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 等，都会在本周发布财报。\n \n","listText":"本周美国企业的财报季仍在继续，知名企业诸如<a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a> 、<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 、<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 、<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> 等，都会在本周发布财报。","text":"本周美国企业的财报季仍在继续，知名企业诸如$迪士尼(DIS)$ 、$Rivian Automotive, Inc.(RIVN)$ 、$蔚来(NIO)$ 、$Roblox Corporation(RBLX)$ 、$AMC院线(AMC)$ 等，都会在本周发布财报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664396065","isVote":1,"tweetType":2,"object":{"id":"a7f7698f7fe34367b9e617276fa0e212","tweetId":"664396065","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/63781c24387702308158130232/VFgFSDyCrSEA.mp4","poster":"https://static.tigerbbs.com/299dc6ee761d4509365c08dd56a7af3e"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664339429,"gmtCreate":1667806826561,"gmtModify":1667807161076,"author":{"id":"3585958982275524","authorId":"3585958982275524","name":"T_a_r_a","avatar":"https://static.tigerbbs.com/586a993cabb2fa63547a542920a25fbe","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585958982275524","authorIdStr":"3585958982275524"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664339429","repostId":"664973900","repostType":1,"isVote":1,"tweetType":1,"viewCount":2494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
