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老虎认证： 斯坦福商学院本硕，美股期权十年交易者，超级披露实盘赛3月份冠军
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[百万美金之路 —— 老虎元宝用户真实分享] 价值投资 VS 短期期权，谁更容易实现百万目标？
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大行情下选对期权，收益轻松翻倍
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解读特斯拉财报、业绩会
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风暴来袭 陪你度过全球股市艰难时刻
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全球股市巨震！美股、港股何去何从
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[喷血]末日期权要人命 [喷血]","text":"跟随你坚定的做空美光看法，一周盈利一晚上被美光吃干净了 [喷血]末日期权要人命 [喷血]","html":"跟随你坚定的做空美光看法，一周盈利一晚上被美光吃干净了 [喷血]末日期权要人命 [喷血]"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":511817925809048,"gmtCreate":1765982587723,"gmtModify":1765985401952,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"博通已到抄底时机 美光财报前可以买波涨 闪迪也能买涨<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","listText":"博通已到抄底时机 美光财报前可以买波涨 闪迪也能买涨<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","text":"博通已到抄底时机 美光财报前可以买波涨 闪迪也能买涨$博通(AVGO)$ $美光科技(MU)$ $特斯拉(TSLA)$ $英伟达(NVDA)$ $苹果(AAPL)$","images":[],"top":2,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":19,"repostSize":2,"link":"https://laohu8.com/post/511817925809048","isVote":1,"tweetType":1,"viewCount":12718,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572308881608547","authorId":"3572308881608547","name":"Felix8284","avatar":"https://static.tigerbbs.com/0404edd7d40af76e8a61b7333bee9eb0","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3572308881608547","idStr":"3572308881608547"},"content":"大佬，美光盘后财报，怕不怕跟上周的一样，数据漂亮，跌得很惨？","text":"大佬，美光盘后财报，怕不怕跟上周的一样，数据漂亮，跌得很惨？","html":"大佬，美光盘后财报，怕不怕跟上周的一样，数据漂亮，跌得很惨？"},{"author":{"id":"3503966578194673","authorId":"3503966578194673","name":"噜啦啦嘿嘿嘿","avatar":"https://static.tigerbbs.com/0c86cf26921c6b1ab9ade35e7bfb8ec9","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3503966578194673","idStr":"3503966578194673"},"content":"谷歌挺看好的，gemini 真的牛，帮助我工作，我每天都想夸一遍，为啥最近看跌呢","text":"谷歌挺看好的，gemini 真的牛，帮助我工作，我每天都想夸一遍，为啥最近看跌呢","html":"谷歌挺看好的，gemini 真的牛，帮助我工作，我每天都想夸一遍，为啥最近看跌呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510202456421032,"gmtCreate":1765574006638,"gmtModify":1765777587761,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"说一下下周思路 周一择机平空看多，周三开始陆续建仓位做空 主要做谷歌空单 和纳指100空单 下周纳指估计是要失守23000点了 周一大a摩尔估计是要爆炸了 半导体死一片[晕] <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"1\"></v-v> 点点关注 欢迎交流 有问必回 股票没亏过 期货没赚过 问白银黄金的真给不了什么好的意见～ ","listText":"说一下下周思路 周一择机平空看多，周三开始陆续建仓位做空 主要做谷歌空单 和纳指100空单 下周纳指估计是要失守23000点了 周一大a摩尔估计是要爆炸了 半导体死一片[晕] <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"1\"></v-v> 点点关注 欢迎交流 有问必回 股票没亏过 期货没赚过 问白银黄金的真给不了什么好的意见～ ","text":"说一下下周思路 周一择机平空看多，周三开始陆续建仓位做空 主要做谷歌空单 和纳指100空单 下周纳指估计是要失守23000点了 周一大a摩尔估计是要爆炸了 半导体死一片[晕] $谷歌(GOOG)$ $英伟达(NVDA)$ $美国超微公司(AMD)$ $中芯国际(00981)$ $博通(AVGO)$ 点点关注 欢迎交流 有问必回 股票没亏过 期货没赚过 问白银黄金的真给不了什么好的意见～","images":[{"img":"https://static.tigerbbs.com/425609f420154de32e71f9fc9d16dc72","width":"5712","height":"4284"},{"img":"https://static.tigerbbs.com/d2eaa078e0dd46fb2ac6bfb2cff55822","width":"5712","height":"4284"},{"img":"https://static.tigerbbs.com/b661401d845ca85ab2f2e8f0a1babfad","width":"5712","height":"4284"}],"top":2,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":56,"repostSize":5,"link":"https://laohu8.com/post/510202456421032","isVote":1,"tweetType":1,"viewCount":15146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560559550295680","authorId":"3560559550295680","name":"虹口老朱","avatar":"https://static.tigerbbs.com/203b9ac92e98e48cd6173f2e0611993f","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3560559550295680","idStr":"3560559550295680"},"content":"请问老师，下周怎么看博通，谷歌，美光，还会继续跌吗？礼拜五误判了提前半山腰加了仓，损失很大，不知道是否应该耐心持有下周反弹。同时对美光财报也害怕了，财报优于预期也大涨，心里没底。谢谢。","text":"请问老师，下周怎么看博通，谷歌，美光，还会继续跌吗？礼拜五误判了提前半山腰加了仓，损失很大，不知道是否应该耐心持有下周反弹。同时对美光财报也害怕了，财报优于预期也大涨，心里没底。谢谢。","html":"请问老师，下周怎么看博通，谷歌，美光，还会继续跌吗？礼拜五误判了提前半山腰加了仓，损失很大，不知道是否应该耐心持有下周反弹。同时对美光财报也害怕了，财报优于预期也大涨，心里没底。谢谢。"},{"author":{"id":"3453969031139320","authorId":"3453969031139320","name":"核桃园","avatar":"https://static.tigerbbs.com/25fedf9b900eb319d6ac642e872d7651","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3453969031139320","idStr":"3453969031139320"},"content":"你从空单转为多单的时候发个帖子提醒一下我们这些虎友嘛。谢谢","text":"你从空单转为多单的时候发个帖子提醒一下我们这些虎友嘛。谢谢","html":"你从空单转为多单的时候发个帖子提醒一下我们这些虎友嘛。谢谢"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":505043531154128,"gmtCreate":1764320942834,"gmtModify":1764336002005,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"百万美金！携手同行 互相成就！","htmlText":"在感恩节收到老虎证卷的里程碑礼物，感谢老虎证劵，感谢粉丝！ 希望明年粉丝们也能够收获里程碑 首先预告一下，12月3号我会同另外一位嘉宾在老虎直播上和大家交流收获和想法。我主要会交流一些大家比较关心半导体的看法，如tpu和gpu未来的发展，未来对机会的一些看法<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a> ，还有苹果、闪迪、figma、sigma（锂业）、直觉外科（达芬奇手术机器人）等也可以一同交流看法。 在这里先简单聊聊最近的半导体行情，是去追asic还是gpu，我认为英伟达的地位还是无法撼动的，现在的抛售其实不用担心，首先英伟达的业绩确定性已经非常强了，burry做空英伟达只是选在了一个好时间，五万亿这个市值数字和股价200的突破都是一个很好的做空回调的机会。没有一个股票会无止境的涨下去，英伟达的成长性，今年半导体疯涨带来的未来预期收益和风险已经不成比例了。 未来我可能会把主要的仓位布局在一些ai软件公司还有特斯拉上，关注一些类似直觉外科类的公司。Robotaxi和Optimus我也很看好。 今天如果纳指能涨2.15个点，下个月继续回调的可能性会大幅度降低。如果没有，12月大概率还是会回调。 12月美联储降息，","listText":"在感恩节收到老虎证卷的里程碑礼物，感谢老虎证劵，感谢粉丝！ 希望明年粉丝们也能够收获里程碑 首先预告一下，12月3号我会同另外一位嘉宾在老虎直播上和大家交流收获和想法。我主要会交流一些大家比较关心半导体的看法，如tpu和gpu未来的发展，未来对机会的一些看法<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a> ，还有苹果、闪迪、figma、sigma（锂业）、直觉外科（达芬奇手术机器人）等也可以一同交流看法。 在这里先简单聊聊最近的半导体行情，是去追asic还是gpu，我认为英伟达的地位还是无法撼动的，现在的抛售其实不用担心，首先英伟达的业绩确定性已经非常强了，burry做空英伟达只是选在了一个好时间，五万亿这个市值数字和股价200的突破都是一个很好的做空回调的机会。没有一个股票会无止境的涨下去，英伟达的成长性，今年半导体疯涨带来的未来预期收益和风险已经不成比例了。 未来我可能会把主要的仓位布局在一些ai软件公司还有特斯拉上，关注一些类似直觉外科类的公司。Robotaxi和Optimus我也很看好。 今天如果纳指能涨2.15个点，下个月继续回调的可能性会大幅度降低。如果没有，12月大概率还是会回调。 12月美联储降息，","text":"在感恩节收到老虎证卷的里程碑礼物，感谢老虎证劵，感谢粉丝！ 希望明年粉丝们也能够收获里程碑 首先预告一下，12月3号我会同另外一位嘉宾在老虎直播上和大家交流收获和想法。我主要会交流一些大家比较关心半导体的看法，如tpu和gpu未来的发展，未来对机会的一些看法$特斯拉(TSLA)$ $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $高通(QCOM)$ ，还有苹果、闪迪、figma、sigma（锂业）、直觉外科（达芬奇手术机器人）等也可以一同交流看法。 在这里先简单聊聊最近的半导体行情，是去追asic还是gpu，我认为英伟达的地位还是无法撼动的，现在的抛售其实不用担心，首先英伟达的业绩确定性已经非常强了，burry做空英伟达只是选在了一个好时间，五万亿这个市值数字和股价200的突破都是一个很好的做空回调的机会。没有一个股票会无止境的涨下去，英伟达的成长性，今年半导体疯涨带来的未来预期收益和风险已经不成比例了。 未来我可能会把主要的仓位布局在一些ai软件公司还有特斯拉上，关注一些类似直觉外科类的公司。Robotaxi和Optimus我也很看好。 今天如果纳指能涨2.15个点，下个月继续回调的可能性会大幅度降低。如果没有，12月大概率还是会回调。 12月美联储降息，","images":[{"img":"https://static.tigerbbs.com/cacf2fbf1dc1b060240edcd0af77bdd0","width":"3024","height":"4032"},{"img":"https://static.tigerbbs.com/742b2d45ffd2b62ae7eb922520cf7bdc","width":"5712","height":"4284"},{"img":"https://static.tigerbbs.com/4ce35e9f8769300aba970e5e7b877297","width":"3024","height":"4032"}],"top":2,"highlighted":2,"essential":1,"paper":2,"likeSize":27,"commentSize":27,"repostSize":3,"link":"https://laohu8.com/post/505043531154128","isVote":1,"tweetType":1,"viewCount":15082,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575780757420388","authorId":"3575780757420388","name":"effortless","avatar":"https://static.tigerbbs.com/ee344b91f3bfa737b20268d506570b71","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3575780757420388","idStr":"3575780757420388"},"content":"关注兄弟很久啦 希望能多多分享阿♥️ 希望明年自己也能拿到老虎的百万里程碑","text":"关注兄弟很久啦 希望能多多分享阿♥️ 希望明年自己也能拿到老虎的百万里程碑","html":"关注兄弟很久啦 希望能多多分享阿♥️ 希望明年自己也能拿到老虎的百万里程碑"},{"author":{"id":"3576417503236145","authorId":"3576417503236145","name":"hafa","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3576417503236145","idStr":"3576417503236145"},"content":"那就不叫大佬了[得意] ，回到正题，兄弟可以简单解惑一下。今天纳指的修复2.15个点是技术上的支撑吗","text":"那就不叫大佬了[得意] ，回到正题，兄弟可以简单解惑一下。今天纳指的修复2.15个点是技术上的支撑吗","html":"那就不叫大佬了[得意] ，回到正题，兄弟可以简单解惑一下。今天纳指的修复2.15个点是技术上的支撑吗"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":408163158213224,"gmtCreate":1740670442348,"gmtModify":1740670443676,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 下月必到220立帖为证[笑哭] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 下月必到220立帖为证[笑哭] ","text":"$特斯拉(TSLA)$ 下月必到220立帖为证[笑哭]","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":21,"repostSize":1,"link":"https://laohu8.com/post/408163158213224","isVote":1,"tweetType":1,"viewCount":16241,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541905104725892","authorId":"3541905104725892","name":"似的的","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3541905104725892","idStr":"3541905104725892"},"content":"请问大佬看空220但现在开了call单是短期博反弹嘛","text":"请问大佬看空220但现在开了call单是短期博反弹嘛","html":"请问大佬看空220但现在开了call单是短期博反弹嘛"},{"author":{"id":"3573208751041700","authorId":"3573208751041700","name":"无敌站神","avatar":"https://static.tigerbbs.com/737f57a205317ab48ac795bffc3a0c19","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3573208751041700","idStr":"3573208751041700"},"content":"大佬中概股今天都暴涨了，有什么可以买的吗？","text":"大佬中概股今天都暴涨了，有什么可以买的吗？","html":"大佬中概股今天都暴涨了，有什么可以买的吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":513509533307336,"gmtCreate":1766395628025,"gmtModify":1766401801626,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"说一下现在的看法 周五回吐了点利润 周一谷歌和纳指的空单 在坚持一下 现在看多看空都有点不确定 看这两天的走盘 今年圣诞行情其实不太看好 保住收益小仓位做做[回头] ","listText":"说一下现在的看法 周五回吐了点利润 周一谷歌和纳指的空单 在坚持一下 现在看多看空都有点不确定 看这两天的走盘 今年圣诞行情其实不太看好 保住收益小仓位做做[回头] ","text":"说一下现在的看法 周五回吐了点利润 周一谷歌和纳指的空单 在坚持一下 现在看多看空都有点不确定 看这两天的走盘 今年圣诞行情其实不太看好 保住收益小仓位做做[回头]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":25,"repostSize":0,"link":"https://laohu8.com/post/513509533307336","isVote":1,"tweetType":1,"viewCount":6785,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577426346350085","authorId":"3577426346350085","name":"听蓝","avatar":"https://static.tigerbbs.com/9649898e6171c7c55a5ed2cd4741c13d","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3577426346350085","idStr":"3577426346350085"},"content":"大佬，那今天到期的纳指put要移到多两天吗？还是止损然后开新的","text":"大佬，那今天到期的纳指put要移到多两天吗？还是止损然后开新的","html":"大佬，那今天到期的纳指put要移到多两天吗？还是止损然后开新的"},{"author":{"id":"4198919219876832","authorId":"4198919219876832","name":"啵啵啵vv","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4198919219876832","idStr":"4198919219876832"},"content":"大佬，3成仓位买八马这种小票，感觉风险很大","text":"大佬，3成仓位买八马这种小票，感觉风险很大","html":"大佬，3成仓位买八马这种小票，感觉风险很大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512483255767272,"gmtCreate":1766144940633,"gmtModify":1766144943708,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3575780757420388\">@effortless</a>:互相学习[比心]//<a href=\"https://laohu8.com/U/3575780757420388\">@effortless</a>:一直很佩服的大神♥️希望能多多学习","listText":"Replying to <a href=\"https://laohu8.com/U/3575780757420388\">@effortless</a>:互相学习[比心]//<a href=\"https://laohu8.com/U/3575780757420388\">@effortless</a>:一直很佩服的大神♥️希望能多多学习","text":"Replying to @effortless:互相学习[比心]//@effortless:一直很佩服的大神♥️希望能多多学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":2,"link":"https://laohu8.com/post/512483255767272","isVote":1,"tweetType":1,"viewCount":2573,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4191582650727082","authorId":"4191582650727082","name":"爱鼠比","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4191582650727082","idStr":"4191582650727082"},"content":"今天还要开空单吗","text":"今天还要开空单吗","html":"今天还要开空单吗"},{"author":{"id":"3453969031139320","authorId":"3453969031139320","name":"核桃园","avatar":"https://static.tigerbbs.com/25fedf9b900eb319d6ac642e872d7651","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3453969031139320","idStr":"3453969031139320"},"content":"大盘昨天就涨那么猛，怎么今天还这么猛？会不会下周接着再再猛涨？还是昨天今天猛涨，然后周一下或者下周他就回调了。下周回调的话今晚收盘前布局put就正合适。","text":"大盘昨天就涨那么猛，怎么今天还这么猛？会不会下周接着再再猛涨？还是昨天今天猛涨，然后周一下或者下周他就回调了。下周回调的话今晚收盘前布局put就正合适。","html":"大盘昨天就涨那么猛，怎么今天还这么猛？会不会下周接着再再猛涨？还是昨天今天猛涨，然后周一下或者下周他就回调了。下周回调的话今晚收盘前布局put就正合适。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512483200328160,"gmtCreate":1766144931536,"gmtModify":1766144934178,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3522050789531005\">@Madagascar P</a>:哈哈 2月底 那时候有基本面呀//<a href=\"https://laohu8.com/U/3522050789531005\">@Madagascar P</a>:敢全仓做空特斯拉，是个狠人","listText":"Replying to <a href=\"https://laohu8.com/U/3522050789531005\">@Madagascar P</a>:哈哈 2月底 那时候有基本面呀//<a href=\"https://laohu8.com/U/3522050789531005\">@Madagascar P</a>:敢全仓做空特斯拉，是个狠人","text":"Replying to @Madagascar P:哈哈 2月底 那时候有基本面呀//@Madagascar P:敢全仓做空特斯拉，是个狠人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/512483200328160","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512482846970664,"gmtCreate":1766144909504,"gmtModify":1766144912349,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4193377325563260\">@人生舵手__小琳</a>:[比心]//<a href=\"https://laohu8.com/U/4193377325563260\">@人生舵手__小琳</a>:打call[财迷][财迷]","listText":"Replying to <a href=\"https://laohu8.com/U/4193377325563260\">@人生舵手__小琳</a>:[比心]//<a href=\"https://laohu8.com/U/4193377325563260\">@人生舵手__小琳</a>:打call[财迷][财迷]","text":"Replying to @人生舵手__小琳:[比心]//@人生舵手__小琳:打call[财迷][财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512482846970664","isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512482712371664,"gmtCreate":1766144896658,"gmtModify":1766144900032,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:[比心]谢谢美女//<a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:给 Aaron 打call","listText":"Replying to <a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:[比心]谢谢美女//<a href=\"https://laohu8.com/U/5400656025182\">@vision</a>:给 Aaron 打call","text":"Replying to @vision:[比心]谢谢美女//@vision:给 Aaron 打call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512482712371664","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512482978070920,"gmtCreate":1766144876495,"gmtModify":1766144879758,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3560818482432945\">@Yangsirisme</a>:buy put也是买方//<a href=\"https://laohu8.com/U/3560818482432945\">@Yangsirisme</a>:做空看跌特斯拉期权那是sell put是卖方吧？买入看涨期权才是买方这样吧","listText":"Replying to <a href=\"https://laohu8.com/U/3560818482432945\">@Yangsirisme</a>:buy put也是买方//<a href=\"https://laohu8.com/U/3560818482432945\">@Yangsirisme</a>:做空看跌特斯拉期权那是sell put是卖方吧？买入看涨期权才是买方这样吧","text":"Replying to @Yangsirisme:buy put也是买方//@Yangsirisme:做空看跌特斯拉期权那是sell put是卖方吧？买入看涨期权才是买方这样吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512482978070920","isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512458724704456,"gmtCreate":1766138951155,"gmtModify":1766143201523,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"现在所有科技股都在压力位边<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 170<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 200<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a> 320<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 270 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>36，大家都在悬崖边，我认为还有10个点左右的回调空间，美股才在健康状态。2025决战就在这几天。","listText":"现在所有科技股都在压力位边<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 170<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 200<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a> 320<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 270 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>36，大家都在悬崖边，我认为还有10个点左右的回调空间，美股才在健康状态。2025决战就在这几天。","text":"现在所有科技股都在压力位边$英伟达(NVDA)$ 170$美国超微公司(AMD)$ 200$高通(QCOM)$ 320$苹果(AAPL)$ 270 $英特尔(INTC)$ 36，大家都在悬崖边，我认为还有10个点左右的回调空间，美股才在健康状态。2025决战就在这几天。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":38,"repostSize":0,"link":"https://laohu8.com/post/512458724704456","repostId":"2592138624","repostType":2,"repost":{"id":"2592138624","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1766104454,"share":"https://www.laohu8.com/m/news/2592138624?lang=zh_CN&edition=full","pubTime":"2025-12-19 08:34","market":"us","language":"zh","title":"就在今天！史上最大规模期权到期，美股将迎来“疯狂一日”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2592138624","media":"华尔街见闻","summary":"本周五华尔街迎来史无前例的“四巫日”，期权到期规模创下历史新高。高盛指出，约5万亿美元风险敞口与标普500指数挂钩，另有8800亿美元与个股相关。而这种极端的敞口集中度或将在年底前引发市场的剧烈动荡。分析师正密切关注标普500指数能否守住6800点的多空博弈关键点位。","content":"<html><head></head><body><blockquote><p>本周五华尔街迎来史无前例的“四巫日”，期权到期规模创下历史新高。高盛指出，约5万亿美元风险敞口与标普500指数挂钩，另有8800亿美元与个股相关。而这种极端的敞口集中度或将在年底前引发市场的剧烈动荡。分析师正密切关注标普500指数能否守住6800点的多空博弈关键点位。</p></blockquote><p>本周最后一个交易日华尔街或将迎来剧烈动荡，交易员们正为一场史无前例的期权到期事件做准备。</p><p>据<a href=\"https://laohu8.com/S/GS\">高盛</a>数据，本周五将有超过7.1万亿美元名义价值的期权合约到期，创下历史最高纪录。这一天被称为所谓的“四巫日”，即股指期货、股指期权、个股期货和个股期权同时到期的日子，这种集中到期通常会放大市场交易量和波动性。</p><p><strong>在这次创纪录的到期事件中，约5万亿美元的风险敞口与<a href=\"https://laohu8.com/S/161125\">标普500</a>指数挂钩，另有8800亿美元与个股相关。</strong>高盛指出，虽然12月的期权到期通常是全年规模最大的，但本次的规模超过了以往所有记录，其名义风险敞口相当于罗素3000指数总市值的约10.2%。</p><p>这一事件发生在美股年内已录得显著涨幅的背景下。标普500指数今年已上涨约15%，周四<a href=\"https://laohu8.com/S/002200\">交投</a>于6770点附近。创纪录的期权到期，可能成为年底行情中的一个关键变量，为市场增添了显著的不确定性。</p><h2 id=\"id_3508771893\">史上最大规模的到期事件</h2><p>此次期权到期之所以备受关注，核心在于其前所未有的规模。根据高盛分析师<a href=\"https://laohu8.com/S/JMSB\">John Marshall</a>的估算，超过7.1万亿美元的名义风险敞口将在今天集中到期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12258f389f33008bc3ba75500181a02b\" tg-width=\"758\" tg-height=\"339\"/></p><p><strong>这一天在华尔街被称为“四巫日”（quadruple witching），每年仅发生四次，分别在3月、6月、9月和12月的第三个星期五。</strong></p><p>在这一天，四类衍生品合约同时结算，迫使交易员和做市商进行大量的平仓、展期或对冲操作，从而导致交易活动异常活跃。高盛的数据显示，仅与标普500指数相关的零日到期期权（0DTE）的交易量就已达到历史高位，占期权总交易量的62%以上，这进一步加剧了当日的复杂性。</p><h2 id=\"id_1711239824\">波动性加剧还是“钉住”效应？</h2><p>如此巨量的期权到期，可能给市场带来两种截然不同的影响。</p><p>一方面是可能加剧市场波动。KKM Financial的创始人兼首席执行官Jeff Kilburg表示：“我预计交易量将远超正常水平，因为期权交易员们需要了结2025年的盈亏。”他特别指出，标普500指数的6800点是一个重要的行权价位，市场将观察多头能否在该水平附近成功防守。</p><p>另一方面，巨量期权也可能产生“钉住”（pin）效应，反而抑制价格波动。高盛在其报告中解释，如果大量期权合约的行权价恰好等于或非常接近标的资产的当前市价（即“平价期权”），做市商为了对冲自身风险敞口而进行的操作，可能会将股价“拉”向这个被大量交易的行权价，导致股价在收盘时稳定在该水平附近。</p><p>高盛发现，包括<a href=\"https://laohu8.com/S/WGS\">GeneDx Holdings</a>、BILL Holdings、Avis Budget Group和GameStop在内的个股，其即将到期的期权占其日均交易量的比例很高，因此可能更容易出现“钉住”现象。</p><h2 id=\"id_2740955182\">关键技术位与市场情绪</h2><p>从技术层面看，市场正处在一个微妙的平衡点。根据期权分析机构SpotGamma的报告，标普500指数目前处于从6700点到6900点的“负伽马”（negative gamma）区间，这意味着市场本身倾向于放大波动，即上涨时加速上涨，下跌时加速下跌。</p><p>SpotGamma将6800点视为关键的“风险枢轴”（Risk Pivot）。报告指出，如果指数能够收复并站稳在6800点之上，可能被视为开启“圣诞老人行情”的信号。然而，如果指数维持在6800点以下，下行压力将占据主导，且下方缺乏有力的技术支撑区域。该机构警告称，即使市场反弹至6800点，也可能轻易回落，只有当指数明确突破该水平后，卖出看跌期权的资金才会进场提供新的支撑。</p><p>对于寻求交易机会的投资者，SpotGamma建议，若看涨，可考虑12月31日到期的6900点附近的看涨期权价差策略；若看跌，则建议选择明年2月或3月到期的看跌期权，以规避假期期间过快的时间价值损耗。</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>就在今天！史上最大规模期权到期，美股将迎来“疯狂一日”？</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; 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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就在今天！史上最大规模期权到期，美股将迎来“疯狂一日”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 08:34 北京时间 <a href=https://wallstreetcn.com/articles/3761680><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周五华尔街迎来史无前例的“四巫日”，期权到期规模创下历史新高。高盛指出，约5万亿美元风险敞口与标普500指数挂钩，另有8800亿美元与个股相关。而这种极端的敞口集中度或将在年底前引发市场的剧烈动荡。分析师正密切关注标普500指数能否守住6800点的多空博弈关键点位。本周最后一个交易日华尔街或将迎来剧烈动荡，交易员们正为一场史无前例的期权到期事件做准备。据高盛数据，本周五将有超过7.1万亿美元名义...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761680\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","GS":"高盛","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4504":"桥水持仓","OEF":"标普100指数ETF-iShares","BK4559":"巴菲特持仓","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) 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INC"},"source_url":"https://wallstreetcn.com/articles/3761680","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592138624","content_text":"本周五华尔街迎来史无前例的“四巫日”，期权到期规模创下历史新高。高盛指出，约5万亿美元风险敞口与标普500指数挂钩，另有8800亿美元与个股相关。而这种极端的敞口集中度或将在年底前引发市场的剧烈动荡。分析师正密切关注标普500指数能否守住6800点的多空博弈关键点位。本周最后一个交易日华尔街或将迎来剧烈动荡，交易员们正为一场史无前例的期权到期事件做准备。据高盛数据，本周五将有超过7.1万亿美元名义价值的期权合约到期，创下历史最高纪录。这一天被称为所谓的“四巫日”，即股指期货、股指期权、个股期货和个股期权同时到期的日子，这种集中到期通常会放大市场交易量和波动性。在这次创纪录的到期事件中，约5万亿美元的风险敞口与标普500指数挂钩，另有8800亿美元与个股相关。高盛指出，虽然12月的期权到期通常是全年规模最大的，但本次的规模超过了以往所有记录，其名义风险敞口相当于罗素3000指数总市值的约10.2%。这一事件发生在美股年内已录得显著涨幅的背景下。标普500指数今年已上涨约15%，周四交投于6770点附近。创纪录的期权到期，可能成为年底行情中的一个关键变量，为市场增添了显著的不确定性。史上最大规模的到期事件此次期权到期之所以备受关注，核心在于其前所未有的规模。根据高盛分析师John Marshall的估算，超过7.1万亿美元的名义风险敞口将在今天集中到期。这一天在华尔街被称为“四巫日”（quadruple witching），每年仅发生四次，分别在3月、6月、9月和12月的第三个星期五。在这一天，四类衍生品合约同时结算，迫使交易员和做市商进行大量的平仓、展期或对冲操作，从而导致交易活动异常活跃。高盛的数据显示，仅与标普500指数相关的零日到期期权（0DTE）的交易量就已达到历史高位，占期权总交易量的62%以上，这进一步加剧了当日的复杂性。波动性加剧还是“钉住”效应？如此巨量的期权到期，可能给市场带来两种截然不同的影响。一方面是可能加剧市场波动。KKM Financial的创始人兼首席执行官Jeff Kilburg表示：“我预计交易量将远超正常水平，因为期权交易员们需要了结2025年的盈亏。”他特别指出，标普500指数的6800点是一个重要的行权价位，市场将观察多头能否在该水平附近成功防守。另一方面，巨量期权也可能产生“钉住”（pin）效应，反而抑制价格波动。高盛在其报告中解释，如果大量期权合约的行权价恰好等于或非常接近标的资产的当前市价（即“平价期权”），做市商为了对冲自身风险敞口而进行的操作，可能会将股价“拉”向这个被大量交易的行权价，导致股价在收盘时稳定在该水平附近。高盛发现，包括GeneDx Holdings、BILL Holdings、Avis Budget Group和GameStop在内的个股，其即将到期的期权占其日均交易量的比例很高，因此可能更容易出现“钉住”现象。关键技术位与市场情绪从技术层面看，市场正处在一个微妙的平衡点。根据期权分析机构SpotGamma的报告，标普500指数目前处于从6700点到6900点的“负伽马”（negative gamma）区间，这意味着市场本身倾向于放大波动，即上涨时加速上涨，下跌时加速下跌。SpotGamma将6800点视为关键的“风险枢轴”（Risk Pivot）。报告指出，如果指数能够收复并站稳在6800点之上，可能被视为开启“圣诞老人行情”的信号。然而，如果指数维持在6800点以下，下行压力将占据主导，且下方缺乏有力的技术支撑区域。该机构警告称，即使市场反弹至6800点，也可能轻易回落，只有当指数明确突破该水平后，卖出看跌期权的资金才会进场提供新的支撑。对于寻求交易机会的投资者，SpotGamma建议，若看涨，可考虑12月31日到期的6900点附近的看涨期权价差策略；若看跌，则建议选择明年2月或3月到期的看跌期权，以规避假期期间过快的时间价值损耗。","news_type":1,"symbols_score_info":{"SPY":1.87,"OEX":0.6,"SSO":0.6,".SPX":1.87,"ESmain":0.6,"IVV":0.6,"UPRO":0.6,"MESmain":0.6,"OEF":0.6,"SDS":0.6,"SPXU":0.6,"GS":1.91,"SH":0.6}},"isVote":1,"tweetType":1,"viewCount":7987,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557459315149714","authorId":"3557459315149714","name":"兔司机不开车","avatar":"https://static.tigerbbs.com/fc3ff0e3fcc9ed29b70b06a572e6d97f","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3557459315149714","idStr":"3557459315149714"},"content":"感觉盘前都在往上慢慢挪，希望可以过个好点的圣诞节","text":"感觉盘前都在往上慢慢挪，希望可以过个好点的圣诞节","html":"感觉盘前都在往上慢慢挪，希望可以过个好点的圣诞节"},{"author":{"id":"3581131982941689","authorId":"3581131982941689","name":"石洞","avatar":"https://static.tigerbbs.com/b908e73d3bcff7c51ffa3051b2d8fbdf","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3581131982941689","idStr":"3581131982941689"},"content":"哥，昨晚买了一点点谷歌put，现在盘前这情况，貌似今晚普涨，我要割了吗？","text":"哥，昨晚买了一点点谷歌put，现在盘前这情况，貌似今晚普涨，我要割了吗？","html":"哥，昨晚买了一点点谷歌put，现在盘前这情况，貌似今晚普涨，我要割了吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511312927744352,"gmtCreate":1765859236054,"gmtModify":1765859238191,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"最近节奏很好[爱你] ","listText":"最近节奏很好[爱你] ","text":"最近节奏很好[爱你]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511312927744352","repostId":"511324945191016","repostType":1,"repost":{"id":511324945191016,"gmtCreate":1765857900172,"gmtModify":1766145001678,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"37002306153600","idStr":"37002306153600"},"themes":[],"title":"百万美金之路第十期｜“日内就是止损”——@Aaron_Hy 的期权哲学与反人性的套利逻辑","htmlText":"在2025年，有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列，走近已经实现年度百万美金收益的投资者，和正向着百万美金目标奔跑、年度收益超过 10 万美金 的用户，听他们讲述如何思考、坚持、成长对老虎来说，投资不只是盈亏的数字，而是一段从梦想到达成的旅程。我们希望这些故事，激发更多人树立属于自己的投资目标，让「百万美金」从遥远的梦想，变成<a target=\"_blank\" href=\"https://www.laohu8.com/J/redeemGift?type=delivery\">看得见、够得着的里程碑</a>。在港美股市场里，有人凭直觉交易，有人靠情绪冲浪，而 <a target=\"_blank\" href=\"https://laohu8.com/U/3586347563730096\">@AaronHy</a>则属于那种让同行都会肃然起敬的类型——白天创业、晚上盯盘，用扎实调研与超强执行力在高波动的期权与科技板块中一次次穿越市场噪音。他不是投机者，而是把“短线快节奏”做到了极致专业化；也不是典型价值派，却每一次入场都藏着他系统性的推演与数据支持。这一次，他把自己的实战方法、最亮眼的战绩，以及那些真正改变他投资思维的瞬间，都坦诚分享出来。<a target=\"_blank\" href=\"https://laohu8.com/TW/511402332475448\t\">点击查看本期投阅笔记的完整内容。</a>创业者的另一面：投资强化了他的抗压与纪律感Aaron_Hy 创业多年，他说创业和投资不是同一件事，但创业让他变得更加谨慎，也更能扛住压力。他真正系统进入市场，是在 2017 年赚到第一桶金之后。此后，他深度参与港美股和期权市场，几乎尝试过所有流动性高的品种，如今依然偏爱美股与期权的高效率。风格：高执行力短线选手，但心里始终有长期逻辑描述自己的","listText":"在2025年，有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列，走近已经实现年度百万美金收益的投资者，和正向着百万美金目标奔跑、年度收益超过 10 万美金 的用户，听他们讲述如何思考、坚持、成长对老虎来说，投资不只是盈亏的数字，而是一段从梦想到达成的旅程。我们希望这些故事，激发更多人树立属于自己的投资目标，让「百万美金」从遥远的梦想，变成<a target=\"_blank\" href=\"https://www.laohu8.com/J/redeemGift?type=delivery\">看得见、够得着的里程碑</a>。在港美股市场里，有人凭直觉交易，有人靠情绪冲浪，而 <a target=\"_blank\" 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拉升大盘","images":[{"img":"https://static.tigerbbs.com/d68b19dd77e72ba6c9798596d6b147ca","width":"1440","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":21,"repostSize":3,"link":"https://laohu8.com/post/511152513999600","isVote":1,"tweetType":1,"viewCount":10495,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515625566673751","authorId":"3515625566673751","name":"阿涛t","avatar":"https://static.tigerbbs.com/c7e0032281883b2fc254a868ebbf0813","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3515625566673751","idStr":"3515625566673751"},"content":"大神你好，我上周买了台积电价300的3月20到期看涨期权，现在一直在跌，现在不知怎么弄了，能不能给个建议？","text":"大神你好，我上周买了台积电价300的3月20到期看涨期权，现在一直在跌，现在不知怎么弄了，能不能给个建议？","html":"大神你好，我上周买了台积电价300的3月20到期看涨期权，现在一直在跌，现在不知怎么弄了，能不能给个建议？"},{"author":{"id":"4197776255171282","authorId":"4197776255171282","name":"Jet 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周二周三择机平多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511129865478176","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":510148360478736,"gmtCreate":1765560787729,"gmtModify":1765567801514,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"说一下今晚看法 现在应该会拉升一下 下半夜估计纳指要跌到3个点左右 收盘收跌在2.5左右 现在的机会 做空苹果和特斯拉 谷歌 高通<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","listText":"说一下今晚看法 现在应该会拉升一下 下半夜估计纳指要跌到3个点左右 收盘收跌在2.5左右 现在的机会 做空苹果和特斯拉 谷歌 高通<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> ","text":"说一下今晚看法 现在应该会拉升一下 下半夜估计纳指要跌到3个点左右 收盘收跌在2.5左右 现在的机会 做空苹果和特斯拉 谷歌 高通$苹果(AAPL)$ $特斯拉(TSLA)$ $高通(QCOM)$ $英伟达(NVDA)$ $谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/dca473f9cc8b85ff1af7c65ee1111d5e","width":"981","height":"1577"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":41,"repostSize":2,"link":"https://laohu8.com/post/510148360478736","isVote":1,"tweetType":1,"viewCount":12755,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"content":"$Palantir Technologies Inc.(PLTR)$ $特斯拉(TSLA)$ 特斯拉pltr是被错杀的","text":"$Palantir Technologies Inc.(PLTR)$ $特斯拉(TSLA)$ 特斯拉pltr是被错杀的","html":"$Palantir Technologies Inc.(PLTR)$ $特斯拉(TSLA)$ 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博通现在股价新高风险可想而知 预计本月股价回调到360附近。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/509964330316032","repostId":"2590526929","repostType":2,"repost":{"id":"2590526929","kind":"news","pubTimestamp":1765503846,"share":"https://www.laohu8.com/m/news/2590526929?lang=zh_CN&edition=full","pubTime":"2025-12-12 09:44","market":"us","language":"zh","title":"博通AVGO：叫板英伟达，结果先锋自己先怂了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2590526929","media":"海豚研究","summary":"海豚君整体观点：业绩超预期，AI订单浇凉水博通AVGO本季度收入和毛利率都达到了市场预期。而进入10月，Open AI又宣布将与博通AVGO将在2026年至2029年的4年内合作部署10GW的巨额订单。截至目前，博通AVGO明确披露的5个客户将是明年AI收入的主要来源。在公司披露了Anthropic以及Open AI的合作后，公司股价站上了350美元。博通AVGO本次的订单展望虽然是相对保守的，但还是会在短期内影响市场信心。当前的AI芯片格局之下，博通AVGO凭借“性价比”优势依然有望企稳向","content":"<html><body><article><p><a href=\"https://laohu8.com/S/AVGO\">博通</a> (AVGO.O）北京时间12月12日凌晨，美股盘后发布2025财年第四季度财报（截至2025年10月）：</p><p><strong>1.整体业绩</strong>：<strong><a href=\"https://laohu8.com/S/600455\">博通</a> (AVGO.O)本季度实现180亿美元，同比增长28.2%，好于市场预期（175亿美元）</strong>。环比增长20亿美元，主要来自于AI业务增长的带动<strong>。</strong></p><p>公司本季度毛利率68%，<strong>而在剔除收购摊销和重组费用影响后，本季度实际经营面的毛利率为76.6%，环比略有下滑（-0.17pct）</strong>，主要是因为定制ASIC业务毛利率相对偏低，而随着占比提升带来了结构性影响。</p><p><strong>2.半导体业务</strong>：<strong>本季度实现110.7亿美元，环比增长19亿美元</strong>，其中AI业务贡献了主要增量。具体来看：</p><p><strong>①AI业务：65亿美元，环比增长13亿美元，好于市场预期（62亿美元）</strong>。公司的AI收入主要来自于三大客户（<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>和字节），季度增长主要来源于大客户<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>TPUv6<span>出货</span>增加的带动。</p><p><strong>在三季度的财报后，谷歌、Meta等大厂又纷纷上调了资本开支展望，公司的AI业务增长有望继续提速，公司预期下季度AI业务收入82亿美元，环增提升至17亿美元</strong>。</p><p><strong>②非AI业务：46亿美元，同比增长1.3%，非AI业务的整体表现平稳</strong>。从各下游来看，本季度宽带业务实现稳健复苏，无线业务持平，而由于企业支出持续呈现有限复苏迹象，其他所有终端市场均出现下滑。</p><p><strong>3.基础设施软件</strong>：本季度实现69.4亿美元，同比增长19%，主要是受VMware并购整合及收费模式调整的带动（从永久许可证模式全面转向于订阅模式）。<strong>软件业务未来将主要受益于VMware订阅模式的内生增长，但并购带来的高增长已经结束。</strong></p><p><strong>4.经营费用端</strong>：本季度核心经营费用（研发费用+销售及管理费用）40.9亿美元，环比基本持平。在规模效应的影响下，核心经营费用率下降至22.7%左右。</p><p>在近两年的经营费用中，公司明显增加了股权激励等相关支出（当前股权激励占比将近一半）。若剔除股权激励的影响，公司本季度的核心经营费用为21.3亿美元，环比增加0.8亿美元。</p><p><strong>5.VMware整合进展</strong>：海豚君引入了债务偿还指标（Total Debt/LTM Adjusted <span>EBITDA</span>），经测算公司该指标在本季度进一步下降至2.1。该指标已经回到了收购前的水位，收购VMware对公司债务端的影响在两年内基本被消化。</p><p><strong>6.博通业绩指引</strong>：<strong>2026财年第一季度预期收入191亿美元左右，市场预期（185亿美元），公司预期2026财年第一季度的调整后EBITDA利润率为67%，其中AI业务有望继续增长至82亿美元。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101056607v206zq4r91z184n\"/><p><strong>海豚君整体观点：业绩超预期，AI订单浇凉水</strong></p><p>博通AVGO本季度收入和毛利率都达到了市场预期。其中营收增长，主要来自于<strong>AI业务的贡献</strong>；<strong>毛利率方面，在剔除收购摊销和重组费用影响后，本季度实际经营面的毛利率为76.6%，</strong>环比略有下滑，受毛利率较低的ASIC业务占比提升带来的结构性影响。</p><p>公司本季度的<strong>债务偿还指标（Total Debt/LTM Adjusted EBITDA）下滑至2.1，已经回到了收购前的水平，VMware的收购影响在两年内已经基本被消化</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101059234v206qenxqi59e1t\"/><p><strong>在VMware收购基本消化，市场对博通AVGO在AI业务的进展更为关注：</strong></p><p><strong>a）大厂尤其是谷歌的资本开支：</strong>大型云服务商是博通AVGO定制ASIC芯片的最终“购买方”，大厂资本开支也将直接影响公司AI业务的预期。</p><p><strong>结合各家大厂情况，海豚君预计四大核心云厂商（谷歌、Meta、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>）的合计资本开支在2026年有望接近6000亿美元左右，同比增长40%，这为明年AI 芯片市场需求的增长提供了保障。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101059812v206v22mikwmtqx\"/><p><strong>ｂ）AI业务收入及指引：</strong>本季度公司实现65亿美元的AI 收入，环比增长13亿美元。<strong>对于下季度AI收入，公司给出了82亿美元的指引，环比增长17亿美元，好于市场预期（70-75亿美元）</strong>。</p><p><strong>谷歌是公司当前AI业务的大客户，从AI收入与谷歌资本开支的变动关系来看，两者也是紧密相关的。</strong>谷歌在三季度后将全年的资本开支指引再度上调至910-930亿美元（此前为850亿美元），其中也包含了大量的TPU需求。</p><p><strong>展望明年，市场已经将谷歌下一年的资本开支预期上调到了1350-1400亿美元，这也为博通AVGO的AI收入在下一年的增长奠定了基础。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101110651v206rypzijr4bhr\"/><p><strong>c）“谷歌Gemini+博通”竞争力的提升：一方面谷歌近期开始量产的TPUv7在性能上已经超过了H200，部分指标也开始向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的B200产品靠近</strong>；<strong>另一方面谷歌自身的Gemini大模型表现并不逊色于依托英伟达的GPT表现</strong>。</p><p>这为市场带来了新的思路，<strong>AI大模型也从“纯拼算力的追逐”开始转向于“投入产出比”的考量</strong>，这无疑将给英伟达垄断地位带来直接的威胁。<strong>当前博通在AI芯片的份额占据一成左右，在TPUv7量产和“性价比”优势的带动下，市场也预期未来会逐步侵蚀英伟达的份额。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101119161v206sf5zb09bki5\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101122650v206zt1jsy6luq3\"/><p><strong>d）公司的客户及订单进展</strong>：当前的AI ASIC芯片已经有3家公司（<strong>谷歌</strong>、Meta、字节）产品实现量产，是公司AI收入的主要来源。<strong>公司也在上次交流中透露了第4个客户（Anthropic）已下达超100 亿美元AI相关订单，并将在明年三季度进行交付</strong>。</p><p>而进入10月，<strong>Open AI又宣布将与博通AVGO将在2026年至2029年的4年内合作部署10GW的巨额订单</strong>。如果这份订单能顺利落地，海豚君预估有望能带来1000-1500亿美元的收入体量。<strong>从公司的口径来看，在当前看来这更像是一个框架协议</strong>。</p><p>截至目前，<strong>博通AVGO明确披露的5个客户将是明年AI收入的主要来源。其中新增的第5个客户大约将在2026年贡献10亿美元的AI收入</strong>。</p><p><strong>结合博通AVGO当前市值（1.92万亿美元），对应公司2026财年税后核心经营利润大约为38倍PE左右（假定营收同比+50%，毛利率68.5%，税率8%）。参考同行情况，博通AVGO的估值明显高于英伟达（22xPE）和Marvell（30xPE），相对较高的估值中包含了市场对公司的定制ASIC产品抢占英伟达原有份额的期待</strong>。</p><p><strong>在公司披露了Anthropic以及Open AI的合作后，公司股价站上了350美元。之后的继续上涨并突破400美元，主要是受大厂上调资本开支、谷歌Gemini的优异表现等因素的推动</strong>。</p><p><strong>整体来看，海豚君认为公司当前股价中已经打入了此前新增的客户及订单、大厂资本开支上调后的预期。</strong>市场期待公司在财报后再次披露新增客户/订单情况，或者谷歌TPU能顺利开启外供（市场已经在传出Meta打算采购TPU），<strong>但公司却提到了“目前积压了730亿美元AI订单，并将在未来6个季度实现交付”，这在短期内给市场浇了盆凉水。</strong></p><p><strong>具体来看，根据公司上季度提到Anthropic的100亿美元订单以及本季度追加的110亿美元订单（2026年底交付）、还有第五个客户的10亿美元（2026年底交付），那730亿的订单就剩下了510亿（6个季度），对应谷歌等原有客户的平均单季度收入仅为85亿美元。</strong></p><p><strong>而公司下季度AI收入指引已经达到82亿美元，那就意味着谷歌自身的量之后5个季度看起来都不太增长。</strong></p><p><strong>博通AVGO本次的订单展望虽然是相对保守的，但还是会在短期内影响市场信心。而中长期角度看，海豚君认为外部客户还是会有采购谷歌TPU的动机，这既能弥补当前算力供给端的不足，也能成为对英伟达“压价”的筹码。</strong></p><p><strong>当前的AI芯片格局之下，博通AVGO凭借“性价比”优势依然有望企稳向上，后续存在上调AI业务展望的潜在可能性，而英伟达的高毛利率/市场份额还是会受到来自“谷歌Gemimi+博通”的竞争压力。</strong></p><p>以下是详细分析</p><p><strong>一、博通主要业务情况</strong></p><p>博通此前的业绩增长主要来自于AI业务和VMware的收购并表，因而AI业务中的定制ASIC芯片和VMware的定价调整策略，是市场的最主要关注点。具体业务来看：</p><p><strong>1）半导体解决方案</strong>：主要受益于AI收入的增长，主要受益于谷歌、meta和字节跳动等客户对定制ASIC的需求。而其他非AI业务受下游需求影响较大，表现相对低迷。</p><p><strong>2）基础设施软件</strong>：VMware并表，软件收入占比接近4成。公司对VMware的客户进行定价策略调整，涨价能带动收入提升，而这一影响已经明显弱化。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101123646v206gqey347uzpa\"/><p><strong>二、整体业绩：AI推动稳步增长</strong></p><p><strong>2.1收入端</strong></p><p><strong>博通BROADCOM (AVGO.O)在2025财年第四季度实现营收180亿美元，同比增长28%，好于市场预期（175亿美元）。</strong>同比增长主要来自于AI业务增长的带动。</p><p><strong>环比层面，公司本季度收入环比增长20亿美元</strong>，其中AI业务贡献了13亿美元的增量，是最大增长来源；软件业务环比也有回升。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101134291v206ggxvg6c7mee\"/><p><strong>2.2<span>毛利</span>端</strong></p><p><strong>博通BROADCOM (AVGO.O)在2025财年第四季度实现毛利122.5亿美元，同比增长36%。</strong>其中博通在本季度的毛利率为68%，环比回升。</p><p><strong>如果在剔除收购摊销和重组费用影响后，本季度实际经营面的毛利率为76.6%，环比下滑0.17pct</strong>，<strong>主要是因为定制ASIC业务毛利率相对偏低，而随着占比提升带来了结构性影响。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101138064v2061t4tk1x7672\"/><p><strong>2.3经营费用</strong></p><p><strong>博通BROADCOM (AVGO.O)在2025财年第四季度的经营费用为47.4亿美元，环比略有回落。</strong></p><p>在剔除股权激励的情况下，公司本季度的<strong>核心经营费用（研发费用+销售及管理费用）为21.3亿美元，环比增加0.8亿美元</strong>。在完成VMware并表后，公司聚焦于对经营费用的削减基本完成。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101144553v2067nm1y3awg9d\"/><p><strong>2.4利润端</strong></p><p><strong>博通BROADCOM (AVGO.O)在2025财年第四季度实现<span>净利润</span>85.2亿美元。</strong></p><p>相比于净利润，<strong>海豚君认为核心经营利润（=毛利润-研发费用-销售及管理费用）更能反应公司真实的经营情况。博通AVGO本季度实现核心经营利润97亿美元，环比增加16亿美元，主要来自于AI业务增长的带动。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101145759v2067ewgh1ya7qs\"/><p><strong>2.5博通的EBITDA</strong></p><p>由于博通擅长外延并购，公司通常把调整后EBITDA%作为公司的经营面指标之一。<strong>而海豚君测算公司2025财年第四季度的调整后EBITDA%回升至67.8%，好于公司此前指引（67%）。</strong></p><p>进一步观察公司的偿债能力，<strong>公司本季度总<span>负债</span>/LTM Adjusted EBITDA的比值继续回落至2.1</strong>。在AI业绩增长的带动下，该比值已经回到了收购前的水平。这意味着公司收购VMware的影响在两年的时间里基本被消化，后续公司可能又会开始寻找新的并购机会。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101157122v2067zu92z9q5cw\"/><p><strong>三、各业务具体情况：AI环增提速，VMware整合完成</strong></p><p>博通BROADCOM (AVGO.O)的主要业务有半导体解决方案和基础设施软件两部分。随着公司对VMware收购并表的完成，公司基础设施软件业务的占比明显提升，当前软件业务收入占比接近40%左右。</p><p>而在两大类业务中具体包括，<strong>1）半导体解决方案</strong>：网络、无线、存储连接、宽带、工业及其他；<strong>2）基础设施软件</strong>：VMware、CA、Symantec、Brocade等。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101158774v206kruphtep8eg\"/><p><strong>3.1半导体解决方案</strong></p><p><strong>博通BROADCOM (AVGO.O)在2025财年第四季度的半导体解决方案实现营收110.7亿美元，同比增长34.5%。</strong>公司半导体业务本季度的增长主要来自于AI业务的带动，非AI业务保持平稳。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101205079v206mxeuepyn0wq\"/><p><strong>1）AI业务</strong></p><p><strong>当前AI业务是公司的业绩重心，公司本季度的AI收入65亿美元，环比增长为13亿美元，环增再次提速。</strong></p><p><strong>当前公司AI收入来自于三大客户（谷歌、Meta和字节），在谷歌、Meta等大厂陆续上调资本开支的影响下，公司AI收入增长将再次提速。公司预计下季度AI收入82亿美元，环增17亿美元。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101205718v206vu32g948fc4\"/><p><strong>博通的ASIC业务当前明确宣布的有5个客户，分别是谷歌、Meta、字节、Anthropic、第五个客户（10亿美元），都将在明年为公司的AI业务贡献收入。至于Open AI与公司签订的10GW订单，虽然这有望给公司带来1000-1500亿美元的增量，但目前来看更像是一个框架协议。</strong></p><p>对于AI业务中短期的表现，仍关注于当前三个客户的产品表现，尤其是谷歌TPUv6及TPU v7的量产情况。<strong>至于Anthropic和第五个客户（10亿美元）的订单，都将在明年下半年才进行交付，因而公司明年AI业务将呈现出“前低后高”表现</strong>。</p><p><strong>另外，公司提到了“目前积压了730亿美元AI订单，并将在未来6个季度实现交付”，这无疑在短期内给市场浇了盆凉水。</strong></p><p><strong>具体来看，根据公司上季度提到Anthropic的100亿美元订单以及本季度追加的110亿美元订单、还有第五个客户的10亿美元，那730亿的订单就剩下了510亿（6个季度），对应谷歌等原有客户的平均单季度收入仅为85亿美元。</strong></p><p><strong>而公司下季度AI收入指引已经达到82亿美元，而公司下季度AI收入指引已经达到82亿美元，那就意味着谷歌自身的量之后5个季度看起来都不太增长。</strong></p><p>从中长期角度看，海<strong>豚君认为外部客户还是会有采购谷歌TPU的动机</strong>，这既能弥补当前算力供给端的不足，也能成为对英伟达“压价”的筹码。当前的AI芯片格局之下，博通AVGO凭借“性价比”优势依然有望企稳向上，后续存在上调AI业务展望的潜在可能性<strong>。</strong></p><p><strong>当谷歌TPU开始扩大对外交付，也能进一步提升博通AVGO在AI芯片市场的竞争力，从英伟达手中抢下更多的市场份额。</strong></p><p><strong>2）非AI业务</strong></p><p><strong>公司本季度非AI的半导体业务收入为46亿美元，同比增长1.3%</strong>，保持平稳。</p><p>公司的非AI业务主要包括：企业存储、宽带业务、无线业务和工业及其他。具体来看：带业务实现稳健复苏，无线业务持平，而由于企业支出持续呈现有限复苏迹象，其他所有终端市场均出现下滑<strong>。</strong></p><p><strong>3.2基础设施软件</strong></p><p><strong>博通BROADCOM (AVGO.O)在2025财年第四季度的基础设施软件实现营收69.4亿美元，同比增长19%。</strong>增长主要来自于VMware的并购整合和收费模式调整（从永久许可证模式全面转向于订阅模式）。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251212101207245v206xo01r60mjw0\"/><p>博通的软件业务主要分为VMware和CA&Symantec&Brocade等原软件业务两部分。由于公司的CA&Symantec&Brocade等原软件业务基本维持在20亿美元左右的季度收入，<strong>因而公司软件业务的主要看点是收购进来的VMware</strong>。</p><p><strong>VMware对公司业绩的影响，海豚君认为主要是两方面：“并购在财务上的消化进展”和“永久许可证全面转向订阅模式”。而结合本季度软件业务的表现，海豚君预期VMware部分本季度实现收入约有47亿美元。</strong></p><p>而当前许可证用户转向订阅模式的比例，已经超过60%。随着订阅模式渗透率的提升，VMware和软件业务收入仍有望增长，但很难有类似于并购整合的高增长。</p><p><strong>结合当前债务偿还指标下降至2.1，VMware的收购基本已经被公司消化，公司也不再单独披露VMware细分数据，AI业务是公司最主要的关注点。</strong></p><p><此处结束></p></article></body></html>","source":"tencent","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>博通AVGO：叫板英伟达，结果先锋自己先怂了？</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; 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.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博通AVGO：叫板英伟达，结果先锋自己先怂了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-12 09:44 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212101212a443a3fe&s=b><strong>海豚研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>博通 (AVGO.O）北京时间12月12日凌晨，美股盘后发布2025财年第四季度财报（截至2025年10月）：1.整体业绩：博通 (AVGO.O)本季度实现180亿美元，同比增长28.2%，好于市场预期（175亿美元）。环比增长20亿美元，主要来自于AI业务增长的带动。公司本季度毛利率68%，而在剔除收购摊销和重组费用影响后，本季度实际经营面的毛利率为76.6%，环比略有下滑（-0.17pct），...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212101212a443a3fe&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) 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(AVGO.O）北京时间12月12日凌晨，美股盘后发布2025财年第四季度财报（截至2025年10月）：1.整体业绩：博通 (AVGO.O)本季度实现180亿美元，同比增长28.2%，好于市场预期（175亿美元）。环比增长20亿美元，主要来自于AI业务增长的带动。公司本季度毛利率68%，而在剔除收购摊销和重组费用影响后，本季度实际经营面的毛利率为76.6%，环比略有下滑（-0.17pct），主要是因为定制ASIC业务毛利率相对偏低，而随着占比提升带来了结构性影响。2.半导体业务：本季度实现110.7亿美元，环比增长19亿美元，其中AI业务贡献了主要增量。具体来看：①AI业务：65亿美元，环比增长13亿美元，好于市场预期（62亿美元）。公司的AI收入主要来自于三大客户（谷歌、Meta和字节），季度增长主要来源于大客户谷歌TPUv6出货增加的带动。在三季度的财报后，谷歌、Meta等大厂又纷纷上调了资本开支展望，公司的AI业务增长有望继续提速，公司预期下季度AI业务收入82亿美元，环增提升至17亿美元。②非AI业务：46亿美元，同比增长1.3%，非AI业务的整体表现平稳。从各下游来看，本季度宽带业务实现稳健复苏，无线业务持平，而由于企业支出持续呈现有限复苏迹象，其他所有终端市场均出现下滑。3.基础设施软件：本季度实现69.4亿美元，同比增长19%，主要是受VMware并购整合及收费模式调整的带动（从永久许可证模式全面转向于订阅模式）。软件业务未来将主要受益于VMware订阅模式的内生增长，但并购带来的高增长已经结束。4.经营费用端：本季度核心经营费用（研发费用+销售及管理费用）40.9亿美元，环比基本持平。在规模效应的影响下，核心经营费用率下降至22.7%左右。在近两年的经营费用中，公司明显增加了股权激励等相关支出（当前股权激励占比将近一半）。若剔除股权激励的影响，公司本季度的核心经营费用为21.3亿美元，环比增加0.8亿美元。5.VMware整合进展：海豚君引入了债务偿还指标（Total Debt/LTM Adjusted EBITDA），经测算公司该指标在本季度进一步下降至2.1。该指标已经回到了收购前的水位，收购VMware对公司债务端的影响在两年内基本被消化。6.博通业绩指引：2026财年第一季度预期收入191亿美元左右，市场预期（185亿美元），公司预期2026财年第一季度的调整后EBITDA利润率为67%，其中AI业务有望继续增长至82亿美元。海豚君整体观点：业绩超预期，AI订单浇凉水博通AVGO本季度收入和毛利率都达到了市场预期。其中营收增长，主要来自于AI业务的贡献；毛利率方面，在剔除收购摊销和重组费用影响后，本季度实际经营面的毛利率为76.6%，环比略有下滑，受毛利率较低的ASIC业务占比提升带来的结构性影响。公司本季度的债务偿还指标（Total Debt/LTM Adjusted EBITDA）下滑至2.1，已经回到了收购前的水平，VMware的收购影响在两年内已经基本被消化。在VMware收购基本消化，市场对博通AVGO在AI业务的进展更为关注：a）大厂尤其是谷歌的资本开支：大型云服务商是博通AVGO定制ASIC芯片的最终“购买方”，大厂资本开支也将直接影响公司AI业务的预期。结合各家大厂情况，海豚君预计四大核心云厂商（谷歌、Meta、微软和亚马逊）的合计资本开支在2026年有望接近6000亿美元左右，同比增长40%，这为明年AI 芯片市场需求的增长提供了保障。ｂ）AI业务收入及指引：本季度公司实现65亿美元的AI 收入，环比增长13亿美元。对于下季度AI收入，公司给出了82亿美元的指引，环比增长17亿美元，好于市场预期（70-75亿美元）。谷歌是公司当前AI业务的大客户，从AI收入与谷歌资本开支的变动关系来看，两者也是紧密相关的。谷歌在三季度后将全年的资本开支指引再度上调至910-930亿美元（此前为850亿美元），其中也包含了大量的TPU需求。展望明年，市场已经将谷歌下一年的资本开支预期上调到了1350-1400亿美元，这也为博通AVGO的AI收入在下一年的增长奠定了基础。c）“谷歌Gemini+博通”竞争力的提升：一方面谷歌近期开始量产的TPUv7在性能上已经超过了H200，部分指标也开始向英伟达的B200产品靠近；另一方面谷歌自身的Gemini大模型表现并不逊色于依托英伟达的GPT表现。这为市场带来了新的思路，AI大模型也从“纯拼算力的追逐”开始转向于“投入产出比”的考量，这无疑将给英伟达垄断地位带来直接的威胁。当前博通在AI芯片的份额占据一成左右，在TPUv7量产和“性价比”优势的带动下，市场也预期未来会逐步侵蚀英伟达的份额。d）公司的客户及订单进展：当前的AI ASIC芯片已经有3家公司（谷歌、Meta、字节）产品实现量产，是公司AI收入的主要来源。公司也在上次交流中透露了第4个客户（Anthropic）已下达超100 亿美元AI相关订单，并将在明年三季度进行交付。而进入10月，Open AI又宣布将与博通AVGO将在2026年至2029年的4年内合作部署10GW的巨额订单。如果这份订单能顺利落地，海豚君预估有望能带来1000-1500亿美元的收入体量。从公司的口径来看，在当前看来这更像是一个框架协议。截至目前，博通AVGO明确披露的5个客户将是明年AI收入的主要来源。其中新增的第5个客户大约将在2026年贡献10亿美元的AI收入。结合博通AVGO当前市值（1.92万亿美元），对应公司2026财年税后核心经营利润大约为38倍PE左右（假定营收同比+50%，毛利率68.5%，税率8%）。参考同行情况，博通AVGO的估值明显高于英伟达（22xPE）和Marvell（30xPE），相对较高的估值中包含了市场对公司的定制ASIC产品抢占英伟达原有份额的期待。在公司披露了Anthropic以及Open AI的合作后，公司股价站上了350美元。之后的继续上涨并突破400美元，主要是受大厂上调资本开支、谷歌Gemini的优异表现等因素的推动。整体来看，海豚君认为公司当前股价中已经打入了此前新增的客户及订单、大厂资本开支上调后的预期。市场期待公司在财报后再次披露新增客户/订单情况，或者谷歌TPU能顺利开启外供（市场已经在传出Meta打算采购TPU），但公司却提到了“目前积压了730亿美元AI订单，并将在未来6个季度实现交付”，这在短期内给市场浇了盆凉水。具体来看，根据公司上季度提到Anthropic的100亿美元订单以及本季度追加的110亿美元订单（2026年底交付）、还有第五个客户的10亿美元（2026年底交付），那730亿的订单就剩下了510亿（6个季度），对应谷歌等原有客户的平均单季度收入仅为85亿美元。而公司下季度AI收入指引已经达到82亿美元，那就意味着谷歌自身的量之后5个季度看起来都不太增长。博通AVGO本次的订单展望虽然是相对保守的，但还是会在短期内影响市场信心。而中长期角度看，海豚君认为外部客户还是会有采购谷歌TPU的动机，这既能弥补当前算力供给端的不足，也能成为对英伟达“压价”的筹码。当前的AI芯片格局之下，博通AVGO凭借“性价比”优势依然有望企稳向上，后续存在上调AI业务展望的潜在可能性，而英伟达的高毛利率/市场份额还是会受到来自“谷歌Gemimi+博通”的竞争压力。以下是详细分析一、博通主要业务情况博通此前的业绩增长主要来自于AI业务和VMware的收购并表，因而AI业务中的定制ASIC芯片和VMware的定价调整策略，是市场的最主要关注点。具体业务来看：1）半导体解决方案：主要受益于AI收入的增长，主要受益于谷歌、meta和字节跳动等客户对定制ASIC的需求。而其他非AI业务受下游需求影响较大，表现相对低迷。2）基础设施软件：VMware并表，软件收入占比接近4成。公司对VMware的客户进行定价策略调整，涨价能带动收入提升，而这一影响已经明显弱化。二、整体业绩：AI推动稳步增长2.1收入端博通BROADCOM (AVGO.O)在2025财年第四季度实现营收180亿美元，同比增长28%，好于市场预期（175亿美元）。同比增长主要来自于AI业务增长的带动。环比层面，公司本季度收入环比增长20亿美元，其中AI业务贡献了13亿美元的增量，是最大增长来源；软件业务环比也有回升。2.2毛利端博通BROADCOM (AVGO.O)在2025财年第四季度实现毛利122.5亿美元，同比增长36%。其中博通在本季度的毛利率为68%，环比回升。如果在剔除收购摊销和重组费用影响后，本季度实际经营面的毛利率为76.6%，环比下滑0.17pct，主要是因为定制ASIC业务毛利率相对偏低，而随着占比提升带来了结构性影响。2.3经营费用博通BROADCOM (AVGO.O)在2025财年第四季度的经营费用为47.4亿美元，环比略有回落。在剔除股权激励的情况下，公司本季度的核心经营费用（研发费用+销售及管理费用）为21.3亿美元，环比增加0.8亿美元。在完成VMware并表后，公司聚焦于对经营费用的削减基本完成。2.4利润端博通BROADCOM (AVGO.O)在2025财年第四季度实现净利润85.2亿美元。相比于净利润，海豚君认为核心经营利润（=毛利润-研发费用-销售及管理费用）更能反应公司真实的经营情况。博通AVGO本季度实现核心经营利润97亿美元，环比增加16亿美元，主要来自于AI业务增长的带动。2.5博通的EBITDA由于博通擅长外延并购，公司通常把调整后EBITDA%作为公司的经营面指标之一。而海豚君测算公司2025财年第四季度的调整后EBITDA%回升至67.8%，好于公司此前指引（67%）。进一步观察公司的偿债能力，公司本季度总负债/LTM Adjusted EBITDA的比值继续回落至2.1。在AI业绩增长的带动下，该比值已经回到了收购前的水平。这意味着公司收购VMware的影响在两年的时间里基本被消化，后续公司可能又会开始寻找新的并购机会。三、各业务具体情况：AI环增提速，VMware整合完成博通BROADCOM (AVGO.O)的主要业务有半导体解决方案和基础设施软件两部分。随着公司对VMware收购并表的完成，公司基础设施软件业务的占比明显提升，当前软件业务收入占比接近40%左右。而在两大类业务中具体包括，1）半导体解决方案：网络、无线、存储连接、宽带、工业及其他；2）基础设施软件：VMware、CA、Symantec、Brocade等。3.1半导体解决方案博通BROADCOM (AVGO.O)在2025财年第四季度的半导体解决方案实现营收110.7亿美元，同比增长34.5%。公司半导体业务本季度的增长主要来自于AI业务的带动，非AI业务保持平稳。1）AI业务当前AI业务是公司的业绩重心，公司本季度的AI收入65亿美元，环比增长为13亿美元，环增再次提速。当前公司AI收入来自于三大客户（谷歌、Meta和字节），在谷歌、Meta等大厂陆续上调资本开支的影响下，公司AI收入增长将再次提速。公司预计下季度AI收入82亿美元，环增17亿美元。博通的ASIC业务当前明确宣布的有5个客户，分别是谷歌、Meta、字节、Anthropic、第五个客户（10亿美元），都将在明年为公司的AI业务贡献收入。至于Open AI与公司签订的10GW订单，虽然这有望给公司带来1000-1500亿美元的增量，但目前来看更像是一个框架协议。对于AI业务中短期的表现，仍关注于当前三个客户的产品表现，尤其是谷歌TPUv6及TPU v7的量产情况。至于Anthropic和第五个客户（10亿美元）的订单，都将在明年下半年才进行交付，因而公司明年AI业务将呈现出“前低后高”表现。另外，公司提到了“目前积压了730亿美元AI订单，并将在未来6个季度实现交付”，这无疑在短期内给市场浇了盆凉水。具体来看，根据公司上季度提到Anthropic的100亿美元订单以及本季度追加的110亿美元订单、还有第五个客户的10亿美元，那730亿的订单就剩下了510亿（6个季度），对应谷歌等原有客户的平均单季度收入仅为85亿美元。而公司下季度AI收入指引已经达到82亿美元，而公司下季度AI收入指引已经达到82亿美元，那就意味着谷歌自身的量之后5个季度看起来都不太增长。从中长期角度看，海豚君认为外部客户还是会有采购谷歌TPU的动机，这既能弥补当前算力供给端的不足，也能成为对英伟达“压价”的筹码。当前的AI芯片格局之下，博通AVGO凭借“性价比”优势依然有望企稳向上，后续存在上调AI业务展望的潜在可能性。当谷歌TPU开始扩大对外交付，也能进一步提升博通AVGO在AI芯片市场的竞争力，从英伟达手中抢下更多的市场份额。2）非AI业务公司本季度非AI的半导体业务收入为46亿美元，同比增长1.3%，保持平稳。公司的非AI业务主要包括：企业存储、宽带业务、无线业务和工业及其他。具体来看：带业务实现稳健复苏，无线业务持平，而由于企业支出持续呈现有限复苏迹象，其他所有终端市场均出现下滑。3.2基础设施软件博通BROADCOM (AVGO.O)在2025财年第四季度的基础设施软件实现营收69.4亿美元，同比增长19%。增长主要来自于VMware的并购整合和收费模式调整（从永久许可证模式全面转向于订阅模式）。博通的软件业务主要分为VMware和CA&Symantec&Brocade等原软件业务两部分。由于公司的CA&Symantec&Brocade等原软件业务基本维持在20亿美元左右的季度收入，因而公司软件业务的主要看点是收购进来的VMware。VMware对公司业绩的影响，海豚君认为主要是两方面：“并购在财务上的消化进展”和“永久许可证全面转向订阅模式”。而结合本季度软件业务的表现，海豚君预期VMware部分本季度实现收入约有47亿美元。而当前许可证用户转向订阅模式的比例，已经超过60%。随着订阅模式渗透率的提升，VMware和软件业务收入仍有望增长，但很难有类似于并购整合的高增长。结合当前债务偿还指标下降至2.1，VMware的收购基本已经被公司消化，公司也不再单独披露VMware细分数据，AI业务是公司最主要的关注点。<此处结束>","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"NVD2.UK":0.6,"NVDD":0.6,"NVDU":0.6,"NVDS":0.6,"AVGO":1.98,"NVDX":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVDA":1.86,"NVD":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546944633731823","authorId":"3546944633731823","name":"困惑者Silver","avatar":"https://static.tigerbbs.com/042c343aef4ad4e11218ace50afa8e81","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3546944633731823","idStr":"3546944633731823"},"content":"老哥请教下这波看空闪迪的逻辑是啥，最近感觉一点风吹草动就开始恐慌，而且今天按理说不是博通ai订单引起的恐慌么怎么美光闪迪西数这些存储大户跟着跌一堆 [捂脸]","text":"老哥请教下这波看空闪迪的逻辑是啥，最近感觉一点风吹草动就开始恐慌，而且今天按理说不是博通ai订单引起的恐慌么怎么美光闪迪西数这些存储大户跟着跌一堆 [捂脸]","html":"老哥请教下这波看空闪迪的逻辑是啥，最近感觉一点风吹草动就开始恐慌，而且今天按理说不是博通ai订单引起的恐慌么怎么美光闪迪西数这些存储大户跟着跌一堆 [捂脸]"},{"author":{"id":"4182088797700852","authorId":"4182088797700852","name":"想明白再上车","avatar":"https://static.tigerbbs.com/2fac90efd79587d9e54aa161ac040a86","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4182088797700852","idStr":"4182088797700852"},"content":"还是得等等，你会看什么指标抄底呀，到价位吗","text":"还是得等等，你会看什么指标抄底呀，到价位吗","html":"还是得等等，你会看什么指标抄底呀，到价位吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509675950698928,"gmtCreate":1765470546768,"gmtModify":1765563001531,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"说一下今日布<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"0\"></v-v> 今天开空 财报后还要跌一波 可以看到美股在调整 纳斯达克跌 道琼斯升 说明市场对于美国经济是认可的 但是对于科技公司的高估值现在偏保守，建议要抓圣诞行情的去看看道琼斯的票，这几天操作有点瑕疵 昨天平了amd和英伟达的put 错失十几万[流泪] 说下近期的风险，12.19好日本央行加息，会让套利的资金了结一部分，纳斯达克有点危险，还有cpi非农也要公布大概率18号要大跌一波<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":"说一下今日布<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"0\"></v-v> 今天开空 财报后还要跌一波 可以看到美股在调整 纳斯达克跌 道琼斯升 说明市场对于美国经济是认可的 但是对于科技公司的高估值现在偏保守，建议要抓圣诞行情的去看看道琼斯的票，这几天操作有点瑕疵 昨天平了amd和英伟达的put 错失十几万[流泪] 说下近期的风险，12.19好日本央行加息，会让套利的资金了结一部分，纳斯达克有点危险，还有cpi非农也要公布大概率18号要大跌一波<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"说一下今日布$博通(AVGO)$ $谷歌(GOOG)$ 今天开空 财报后还要跌一波 可以看到美股在调整 纳斯达克跌 道琼斯升 说明市场对于美国经济是认可的 但是对于科技公司的高估值现在偏保守，建议要抓圣诞行情的去看看道琼斯的票，这几天操作有点瑕疵 昨天平了amd和英伟达的put 错失十几万[流泪] 说下近期的风险，12.19好日本央行加息，会让套利的资金了结一部分，纳斯达克有点危险，还有cpi非农也要公布大概率18号要大跌一波$英伟达(NVDA)$ $苹果(AAPL)$ $特斯拉(TSLA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/509675950698928","isVote":1,"tweetType":1,"viewCount":9466,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"content":"博通的财报不会太差 类似英伟达财报后表演是否会二次上演","text":"博通的财报不会太差 类似英伟达财报后表演是否会二次上演","html":"博通的财报不会太差 类似英伟达财报后表演是否会二次上演"},{"author":{"id":"4203657672694012","authorId":"4203657672694012","name":"晚萤","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4203657672694012","idStr":"4203657672694012"},"content":"日本加息会导致黄金大回调吗 [难过]","text":"日本加息会导致黄金大回调吗 [难过]","html":"日本加息会导致黄金大回调吗 [难过]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509225452012360,"gmtCreate":1765349188968,"gmtModify":1765349191778,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"今夜押注美联储不降息 但是未来会扩表[爱你] ","listText":"今夜押注美联储不降息 但是未来会扩表[爱你] ","text":"今夜押注美联储不降息 但是未来会扩表[爱你]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/509225452012360","isVote":1,"tweetType":1,"viewCount":6543,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197776255171282","authorId":"4197776255171282","name":"Jet Xiong","avatar":"https://static.tigerbbs.com/6abcf89dc7c91bb5f70eb0e030a9546e","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4197776255171282","idStr":"4197776255171282"},"content":"不降息就要赚大了，都是put[笑哭]","text":"不降息就要赚大了，都是put[笑哭]","html":"不降息就要赚大了，都是put[笑哭]"},{"author":{"id":"4140932735984392","authorId":"4140932735984392","name":"Tiger村长","avatar":"https://static.tigerbbs.com/cc7e085a186c9113f3206091217a1842","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"4140932735984392","idStr":"4140932735984392"},"content":"那我的牛岂不是要快跑？ [惊吓]","text":"那我的牛岂不是要快跑？ [惊吓]","html":"那我的牛岂不是要快跑？ [惊吓]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506523333128544,"gmtCreate":1764693520656,"gmtModify":1764733201546,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"最近状态极佳！说一下这个月看法，前半个月看跌，美联储不降息，半导体还是要回调。 确定性比较高回调的会<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 另<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 大概率也是回调估计要到380左右 存储<a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp(SNDK)$</a> 大概率要回调到180以下，然后下半个月在拉涨 整体这个月纳指还是看跌的。分享下昨天开的期权空单 今天部分了结了 明天晚上根据情况在加空单期权。另外说下，整体还是看好美股的，买多的兄弟别生气，长期拿还是会回来的。欢迎关注[比心] ","listText":"最近状态极佳！说一下这个月看法，前半个月看跌，美联储不降息，半导体还是要回调。 确定性比较高回调的会<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 另<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 大概率也是回调估计要到380左右 存储<a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp(SNDK)$</a> 大概率要回调到180以下，然后下半个月在拉涨 整体这个月纳指还是看跌的。分享下昨天开的期权空单 今天部分了结了 明天晚上根据情况在加空单期权。另外说下，整体还是看好美股的，买多的兄弟别生气，长期拿还是会回来的。欢迎关注[比心] ","text":"最近状态极佳！说一下这个月看法，前半个月看跌，美联储不降息，半导体还是要回调。 确定性比较高回调的会$谷歌(GOOG)$ $博通(AVGO)$ $英伟达(NVDA)$ 另$特斯拉(TSLA)$ 大概率也是回调估计要到380左右 存储$SanDisk Corp(SNDK)$ 大概率要回调到180以下，然后下半个月在拉涨 整体这个月纳指还是看跌的。分享下昨天开的期权空单 今天部分了结了 明天晚上根据情况在加空单期权。另外说下，整体还是看好美股的，买多的兄弟别生气，长期拿还是会回来的。欢迎关注[比心]","images":[{"img":"https://static.tigerbbs.com/2f706e2a75f7a081d8a17db19bd74abb","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/34dda8d9f18a600dc430c55267e7d09c","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/75fcb1d487037293a2a6ac8e68afa7ee","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":21,"repostSize":0,"link":"https://laohu8.com/post/506523333128544","isVote":1,"tweetType":1,"viewCount":23342,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4088626949262520","idStr":"4088626949262520"},"content":"现在来看前半月可能就是反复来回摩擦，可能只能做波段了","text":"现在来看前半月可能就是反复来回摩擦，可能只能做波段了","html":"现在来看前半月可能就是反复来回摩擦，可能只能做波段了"},{"author":{"id":"4212934612293192","authorId":"4212934612293192","name":"Allen学炒股","avatar":"https://static.tigerbbs.com/3732b92d60cbe4c5c2f06276596cf82d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4212934612293192","idStr":"4212934612293192"},"content":"你tsla的持仓是sell put ，不是看涨吗[呆住]","text":"你tsla的持仓是sell put ，不是看涨吗[呆住]","html":"你tsla的持仓是sell put ，不是看涨吗[呆住]"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":505172086923264,"gmtCreate":1764352078393,"gmtModify":1764366503136,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v>说真的最垃圾的公司 没有之一， 坑商家投流 投广告 扣点做活动。坑骑手超时 罚款 扣点 外包。 坑用户 点评就没真实评价 人家阿里至少还有创新 有阿里云 ai ，美团科技就是各种消费网贷 充电宝 美团明年等着被口碑玩爆 互联网毒瘤三剑客 美团 网易 百度[吃瓜] <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$ </a> <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> ","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"0\"></v-v>说真的最垃圾的公司 没有之一， 坑商家投流 投广告 扣点做活动。坑骑手超时 罚款 扣点 外包。 坑用户 点评就没真实评价 人家阿里至少还有创新 有阿里云 ai ，美团科技就是各种消费网贷 充电宝 美团明年等着被口碑玩爆 互联网毒瘤三剑客 美团 网易 百度[吃瓜] <a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$ </a> <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$ </a> ","text":"$美团-W(03690)$ 说真的最垃圾的公司 没有之一， 坑商家投流 投广告 扣点做活动。坑骑手超时 罚款 扣点 外包。 坑用户 点评就没真实评价 人家阿里至少还有创新 有阿里云 ai ，美团科技就是各种消费网贷 充电宝 美团明年等着被口碑玩爆 互联网毒瘤三剑客 美团 网易 百度[吃瓜] $网易(NTES)$ $百度(BIDU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/505172086923264","isVote":1,"tweetType":1,"viewCount":25897,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536091530848971","authorId":"3536091530848971","name":"招财猫舒克","avatar":"https://static.tigerbbs.com/db3178cf6f7faac430d2baea26046052","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3536091530848971","idStr":"3536091530848971"},"content":"百度十几年前就不用了。网易沦落到和百度一样恶劣了吗？","text":"百度十几年前就不用了。网易沦落到和百度一样恶劣了吗？","html":"百度十几年前就不用了。网易沦落到和百度一样恶劣了吗？"},{"author":{"id":"3576417503236145","authorId":"3576417503236145","name":"hafa","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3576417503236145","idStr":"3576417503236145"},"content":"这三家公司纯广告和放贷的","text":"这三家公司纯广告和放贷的","html":"这三家公司纯广告和放贷的"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":513509533307336,"gmtCreate":1766395628025,"gmtModify":1766401801626,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"说一下现在的看法 周五回吐了点利润 周一谷歌和纳指的空单 在坚持一下 现在看多看空都有点不确定 看这两天的走盘 今年圣诞行情其实不太看好 保住收益小仓位做做[回头] ","listText":"说一下现在的看法 周五回吐了点利润 周一谷歌和纳指的空单 在坚持一下 现在看多看空都有点不确定 看这两天的走盘 今年圣诞行情其实不太看好 保住收益小仓位做做[回头] ","text":"说一下现在的看法 周五回吐了点利润 周一谷歌和纳指的空单 在坚持一下 现在看多看空都有点不确定 看这两天的走盘 今年圣诞行情其实不太看好 保住收益小仓位做做[回头]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":25,"repostSize":0,"link":"https://laohu8.com/post/513509533307336","isVote":1,"tweetType":1,"viewCount":6785,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577426346350085","authorId":"3577426346350085","name":"听蓝","avatar":"https://static.tigerbbs.com/9649898e6171c7c55a5ed2cd4741c13d","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3577426346350085","idStr":"3577426346350085"},"content":"大佬，那今天到期的纳指put要移到多两天吗？还是止损然后开新的","text":"大佬，那今天到期的纳指put要移到多两天吗？还是止损然后开新的","html":"大佬，那今天到期的纳指put要移到多两天吗？还是止损然后开新的"},{"author":{"id":"4198919219876832","authorId":"4198919219876832","name":"啵啵啵vv","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4198919219876832","idStr":"4198919219876832"},"content":"大佬，3成仓位买八马这种小票，感觉风险很大","text":"大佬，3成仓位买八马这种小票，感觉风险很大","html":"大佬，3成仓位买八马这种小票，感觉风险很大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440228667437864,"gmtCreate":1748516611450,"gmtModify":1748521203118,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"五月30万挑战10倍收益交易复盘","htmlText":"复盘自己在这段交易中的体会、感受和思考的总结和反思。 1.账户资产分享及五月持仓股票复盘 2.做的最差的交易时段和股票复盘 3.做的最好的判断和最好的票 4.六月的看法和分享及直播预告 5.粉丝寄语及目前持仓图片 1、账户资产分享及五月持仓股票复盘 整体五月的大方向还是在做多上的，不过也没有赚什么钱。我认为失败的是一个时间点和几个票做的很差，后面的文章会复盘这些遗憾。这个月盈利应该是10W+（今天还没开盘，按现在拿的英伟达，nike等call单，估计有个小十万收益今天），按30万本金大概30%的收益率。因为小资金交易比较频繁，买的期权都比较便宜，所以交易费平台费损耗也比较大大概有2W左右了。这个月做的好完全有机会做上2-3倍收益的。 2、做的最差的交易时段和股票复盘 5.12-5.19时间段，亏了大概百分之40左右，可以看到5.11（周一）是这个月日收益高点（认为中美会达成60-90天的贸易关税暂停，上周五开的多单），周二开始平多去补或者开一些票的空单（考虑大涨后的小幅回调）没想到中东的贸易协议那么快就公布了，我的判断是中东贸易协议一定会是个大利好协议，并且利好半导体，不过在时间上我认为会在特朗普回国后在公布，所以想做个1-2天回调做空的波段，结果贸易协议很快就公布了扛了2天，平了空单。 最意难平的票Supermicro（超微电脑），月初32左右价格建仓，还不断在补call单，大额买入5.16号36元的看涨期权，我是看到42的，最高涨到47.8我肯定拿不到，但是平均平仓价拿到42-43肯定是可以的。结果就是在自己最差的交易时间，卖飞了最好的票。复盘为什么卖飞，因为满仓了资金量不够（30万挑战）卖了超微跑去买微软的put和礼来的put还有霸王茶姬的股票去了。这个交易也反映出在你状态不好，判断方向发生偏离的交易时间段，少去做一些操作，去休息几天也比这样好。 操作最乱的一个票Ap","listText":"复盘自己在这段交易中的体会、感受和思考的总结和反思。 1.账户资产分享及五月持仓股票复盘 2.做的最差的交易时段和股票复盘 3.做的最好的判断和最好的票 4.六月的看法和分享及直播预告 5.粉丝寄语及目前持仓图片 1、账户资产分享及五月持仓股票复盘 整体五月的大方向还是在做多上的，不过也没有赚什么钱。我认为失败的是一个时间点和几个票做的很差，后面的文章会复盘这些遗憾。这个月盈利应该是10W+（今天还没开盘，按现在拿的英伟达，nike等call单，估计有个小十万收益今天），按30万本金大概30%的收益率。因为小资金交易比较频繁，买的期权都比较便宜，所以交易费平台费损耗也比较大大概有2W左右了。这个月做的好完全有机会做上2-3倍收益的。 2、做的最差的交易时段和股票复盘 5.12-5.19时间段，亏了大概百分之40左右，可以看到5.11（周一）是这个月日收益高点（认为中美会达成60-90天的贸易关税暂停，上周五开的多单），周二开始平多去补或者开一些票的空单（考虑大涨后的小幅回调）没想到中东的贸易协议那么快就公布了，我的判断是中东贸易协议一定会是个大利好协议，并且利好半导体，不过在时间上我认为会在特朗普回国后在公布，所以想做个1-2天回调做空的波段，结果贸易协议很快就公布了扛了2天，平了空单。 最意难平的票Supermicro（超微电脑），月初32左右价格建仓，还不断在补call单，大额买入5.16号36元的看涨期权，我是看到42的，最高涨到47.8我肯定拿不到，但是平均平仓价拿到42-43肯定是可以的。结果就是在自己最差的交易时间，卖飞了最好的票。复盘为什么卖飞，因为满仓了资金量不够（30万挑战）卖了超微跑去买微软的put和礼来的put还有霸王茶姬的股票去了。这个交易也反映出在你状态不好，判断方向发生偏离的交易时间段，少去做一些操作，去休息几天也比这样好。 操作最乱的一个票Ap","text":"复盘自己在这段交易中的体会、感受和思考的总结和反思。 1.账户资产分享及五月持仓股票复盘 2.做的最差的交易时段和股票复盘 3.做的最好的判断和最好的票 4.六月的看法和分享及直播预告 5.粉丝寄语及目前持仓图片 1、账户资产分享及五月持仓股票复盘 整体五月的大方向还是在做多上的，不过也没有赚什么钱。我认为失败的是一个时间点和几个票做的很差，后面的文章会复盘这些遗憾。这个月盈利应该是10W+（今天还没开盘，按现在拿的英伟达，nike等call单，估计有个小十万收益今天），按30万本金大概30%的收益率。因为小资金交易比较频繁，买的期权都比较便宜，所以交易费平台费损耗也比较大大概有2W左右了。这个月做的好完全有机会做上2-3倍收益的。 2、做的最差的交易时段和股票复盘 5.12-5.19时间段，亏了大概百分之40左右，可以看到5.11（周一）是这个月日收益高点（认为中美会达成60-90天的贸易关税暂停，上周五开的多单），周二开始平多去补或者开一些票的空单（考虑大涨后的小幅回调）没想到中东的贸易协议那么快就公布了，我的判断是中东贸易协议一定会是个大利好协议，并且利好半导体，不过在时间上我认为会在特朗普回国后在公布，所以想做个1-2天回调做空的波段，结果贸易协议很快就公布了扛了2天，平了空单。 最意难平的票Supermicro（超微电脑），月初32左右价格建仓，还不断在补call单，大额买入5.16号36元的看涨期权，我是看到42的，最高涨到47.8我肯定拿不到，但是平均平仓价拿到42-43肯定是可以的。结果就是在自己最差的交易时间，卖飞了最好的票。复盘为什么卖飞，因为满仓了资金量不够（30万挑战）卖了超微跑去买微软的put和礼来的put还有霸王茶姬的股票去了。这个交易也反映出在你状态不好，判断方向发生偏离的交易时间段，少去做一些操作，去休息几天也比这样好。 操作最乱的一个票Ap","images":[{"img":"https://static.tigerbbs.com/e53f6ed4378b98b5aa72c7cf18072f48","width":"1608","height":"364"},{"img":"https://static.tigerbbs.com/0f63fc2c0d32bf7c61852ab533e416d3","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/674149793940182011e0b7082378dc65","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":95,"commentSize":103,"repostSize":49,"link":"https://laohu8.com/post/440228667437864","isVote":1,"tweetType":1,"viewCount":79242,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503842177147009","authorId":"3503842177147009","name":"柯大虾","avatar":"https://static.tigerbbs.com/4606c51db444d9801b7075be851a3a41","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3503842177147009","idStr":"3503842177147009"},"content":"兄弟，首先我觉得你的现在的状态是很晕很乱的。虽然你的收益率暂时表现的还不错，但是我现在认为你这个收益率恐怕只是运气而已。建议你冷静下来，好好反思一下吧。当然如果你认为自己可以凭借年轻的优势去放肆的消耗的话，那也是自己的选择，别人无理由干涉。这些仅仅代表一个过来人的胡言乱语，不用理会。","text":"兄弟，首先我觉得你的现在的状态是很晕很乱的。虽然你的收益率暂时表现的还不错，但是我现在认为你这个收益率恐怕只是运气而已。建议你冷静下来，好好反思一下吧。当然如果你认为自己可以凭借年轻的优势去放肆的消耗的话，那也是自己的选择，别人无理由干涉。这些仅仅代表一个过来人的胡言乱语，不用理会。","html":"兄弟，首先我觉得你的现在的状态是很晕很乱的。虽然你的收益率暂时表现的还不错，但是我现在认为你这个收益率恐怕只是运气而已。建议你冷静下来，好好反思一下吧。当然如果你认为自己可以凭借年轻的优势去放肆的消耗的话，那也是自己的选择，别人无理由干涉。这些仅仅代表一个过来人的胡言乱语，不用理会。"},{"author":{"id":"4134143716577510","authorId":"4134143716577510","name":"漏网的韭菜盒子","avatar":"https://static.tigerbbs.com/b739be9c8973f6c8c6c6a1923fcf0d26","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4134143716577510","idStr":"4134143716577510"},"content":"跟大佬学习！这个账户今年目标10万刀！干完早点放假","text":"跟大佬学习！这个账户今年目标10万刀！干完早点放假","html":"跟大佬学习！这个账户今年目标10万刀！干完早点放假"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":449435218575560,"gmtCreate":1750752179394,"gmtModify":1750756202008,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"我信玄学了！做别的票我菜！ 傻不拉几的去搞什么耐克 游戏驿站 小鹏 礼来 波音等等[喷血] 做特斯拉我是真的亏不了一点[捂脸] 这个期权账户上周开始没怎么看，亏了大概20hkd，另外的股票账户去做特斯拉和稳定币去了赚了400多hkd。朋友们放心，没凉～这条帖子长期置顶，以后只做下面的票，我在做别的票，求粉丝留言喷死我！怒喷！喷醒我！ <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ","listText":"我信玄学了！做别的票我菜！ 傻不拉几的去搞什么耐克 游戏驿站 小鹏 礼来 波音等等[喷血] 做特斯拉我是真的亏不了一点[捂脸] 这个期权账户上周开始没怎么看，亏了大概20hkd，另外的股票账户去做特斯拉和稳定币去了赚了400多hkd。朋友们放心，没凉～这条帖子长期置顶，以后只做下面的票，我在做别的票，求粉丝留言喷死我！怒喷！喷醒我！ <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ","text":"我信玄学了！做别的票我菜！ 傻不拉几的去搞什么耐克 游戏驿站 小鹏 礼来 波音等等[喷血] 做特斯拉我是真的亏不了一点[捂脸] 这个期权账户上周开始没怎么看，亏了大概20hkd，另外的股票账户去做特斯拉和稳定币去了赚了400多hkd。朋友们放心，没凉～这条帖子长期置顶，以后只做下面的票，我在做别的票，求粉丝留言喷死我！怒喷！喷醒我！ $特斯拉(TSLA)$ $英伟达(NVDA)$ $美国超微公司(AMD)$ $拼多多(PDD)$ $Circle Internet Corp.(CRCL)$","images":[{"img":"https://static.tigerbbs.com/75b786fd2622cd9dd50bc368091ff140","width":"1707","height":"1280"},{"img":"https://static.tigerbbs.com/a77b04d6feba482cb1420a27e13e1b09","width":"1080","height":"1827"},{"img":"https://static.tigerbbs.com/7c1e551a7f2f76292c75556b37074ff6","width":"1707","height":"1280"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":41,"commentSize":98,"repostSize":17,"link":"https://laohu8.com/post/449435218575560","isVote":1,"tweetType":1,"viewCount":34443,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202359942352372","authorId":"4202359942352372","name":"天青色写诗","avatar":"https://static.tigerbbs.com/68b7e5e8f4a550fc879a6013bf66e781","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4202359942352372","idStr":"4202359942352372"},"content":"大佬，这些天两年期美债涨的很厉害，比美股更厉害，现在还能考虑入手吗，逻辑大概是美联储降息预期吧 [思考]","text":"大佬，这些天两年期美债涨的很厉害，比美股更厉害，现在还能考虑入手吗，逻辑大概是美联储降息预期吧 [思考]","html":"大佬，这些天两年期美债涨的很厉害，比美股更厉害，现在还能考虑入手吗，逻辑大概是美联储降息预期吧 [思考]"},{"author":{"id":"4127300510494110","authorId":"4127300510494110","name":"应龙宝贝","avatar":"https://static.tigerbbs.com/8e7bae4e4cf03ed1ea17fec37bfa6724","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4127300510494110","idStr":"4127300510494110"},"content":"同意 tsla，crcl 这两支股都买了，也是唯一赚钱的. 不会期权... 本金太少 小打小闹","text":"同意 tsla，crcl 这两支股都买了，也是唯一赚钱的. 不会期权... 本金太少 小打小闹","html":"同意 tsla，crcl 这两支股都买了，也是唯一赚钱的. 不会期权... 本金太少 小打小闹"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":422655103684840,"gmtCreate":1744227833794,"gmtModify":1748426021313,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"完美收官 精准抄底美股call 结束这段分享～","htmlText":"已经把交易逻辑和大家关心的一些问题 我都尽可能回复了 交易的本质还是要沉下心 不被身边自以为是的人干扰 在这个平台上也是看到了一些做的早，美股一路长牛做的所谓技术大神 2月来到老虎这段下行行情也好 关税波动行情也好 我只看到了部分所谓大神“长牛行情”带来的固执偏执～ 一个能打的都没有 总结2.20号30万入场 现在接近300万 当中有曲则 有纠错 曲终人散 毕竟这是一首好曲有一个完美的结局 每月一次还是会分享下收益 也会开个公众号 和认可的粉丝交流～ 美股最后的持仓4月10号凌晨3:30高山流水觅知音 我也将继续寻找我的钟子期[比心] ","listText":"已经把交易逻辑和大家关心的一些问题 我都尽可能回复了 交易的本质还是要沉下心 不被身边自以为是的人干扰 在这个平台上也是看到了一些做的早，美股一路长牛做的所谓技术大神 2月来到老虎这段下行行情也好 关税波动行情也好 我只看到了部分所谓大神“长牛行情”带来的固执偏执～ 一个能打的都没有 总结2.20号30万入场 现在接近300万 当中有曲则 有纠错 曲终人散 毕竟这是一首好曲有一个完美的结局 每月一次还是会分享下收益 也会开个公众号 和认可的粉丝交流～ 美股最后的持仓4月10号凌晨3:30高山流水觅知音 我也将继续寻找我的钟子期[比心] ","text":"已经把交易逻辑和大家关心的一些问题 我都尽可能回复了 交易的本质还是要沉下心 不被身边自以为是的人干扰 在这个平台上也是看到了一些做的早，美股一路长牛做的所谓技术大神 2月来到老虎这段下行行情也好 关税波动行情也好 我只看到了部分所谓大神“长牛行情”带来的固执偏执～ 一个能打的都没有 总结2.20号30万入场 现在接近300万 当中有曲则 有纠错 曲终人散 毕竟这是一首好曲有一个完美的结局 每月一次还是会分享下收益 也会开个公众号 和认可的粉丝交流～ 美股最后的持仓4月10号凌晨3:30高山流水觅知音 我也将继续寻找我的钟子期[比心]","images":[{"img":"https://static.tigerbbs.com/cd38ad4a540051b8844b426a012b82ed"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":79,"commentSize":109,"repostSize":27,"link":"https://laohu8.com/post/422655103684840","isVote":1,"tweetType":1,"viewCount":98338,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204110227461982","authorId":"4204110227461982","name":"HH。。。","avatar":"https://static.tigerbbs.com/58d143a7eb1c83fc4ef7330bc9764c3a","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"4204110227461982","idStr":"4204110227461982"},"content":"哥，后面还会有分享吗？或者建个小圈子？已经成为了你的忠实粉丝 [开心]","text":"哥，后面还会有分享吗？或者建个小圈子？已经成为了你的忠实粉丝 [开心]","html":"哥，后面还会有分享吗？或者建个小圈子？已经成为了你的忠实粉丝 [开心]"},{"author":{"id":"3561194283817695","authorId":"3561194283817695","name":"Dexxxx","avatar":"https://static.tigerbbs.com/c707a24a6e464c882022a447c05d0318","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3561194283817695","idStr":"3561194283817695"},"content":"大佬！球球开个社群或者什么的呀 愿意付费加入 确实学到了很多东西！可别就这样看不到大佬的分享了 那太心痛了","text":"大佬！球球开个社群或者什么的呀 愿意付费加入 确实学到了很多东西！可别就这样看不到大佬的分享了 那太心痛了","html":"大佬！球球开个社群或者什么的呀 愿意付费加入 确实学到了很多东西！可别就这样看不到大佬的分享了 那太心痛了"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":425199443309440,"gmtCreate":1744818215935,"gmtModify":1744821003227,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"分享一些我最近觉得中长期比较稳的看法，基本按照这个方向赚都能赚，赚多赚少就要看各自本事了。 首<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 这个250左右的价格太香了，进可攻退可守，马上Q1报，财报肯定是好不了的，Q2报只会更爆炸。马斯克和特朗普深度捆绑，而且关税事件各个国家会大力补贴自有品牌，不想被卡脖子，欧盟、日韩、英国在汽车工艺上都有很强的技术积累。所以特斯拉这个价格去空正股等于捡钱。就算回调突破300也很难，而且普遍市场现在看到220特朗普上台前价格，财报连出两个季度应该是要到160-180的。 第二<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 不要觉得现在pe很低白菜价，Q1财报能守住 Q2之后只能会越来越拉垮，特开刀中概股那也是板上钉钉的，看看过去这些年中概被打压成什么样，有人说pdd有国补、有千亿补贴、价格优势。只能说我们就业、楼市负债、消费负债、收入等基本面没好转，再低的价格也很难让大家消费，现在的商业氛围大家自己感受。国补自己去体验一下价格，真的是属于白菜价了，主要还是大家不敢花钱是主要问题。 第3<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>到15或者以下也是确定性很强，中概里面太多的垃圾股了，一定要为国护盘买港股都不买中概 没有什么有价值的公司，做的业务还有一系列臊操作一言难尽。 这三个确定性比较强，还是那句话，按这个趋势做长期绝对赚钱的，做正股就是赚多赚少，做期权就算趋势做对 遇到回调日期不对也会亏。 最后说下，现在港A中概都是护盘资金在做支撑，经济的基本面还是最大的风险，看看过去贸易冲突后的股市，只能说阿美利肯还是","listText":"分享一些我最近觉得中长期比较稳的看法，基本按照这个方向赚都能赚，赚多赚少就要看各自本事了。 首<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 这个250左右的价格太香了，进可攻退可守，马上Q1报，财报肯定是好不了的，Q2报只会更爆炸。马斯克和特朗普深度捆绑，而且关税事件各个国家会大力补贴自有品牌，不想被卡脖子，欧盟、日韩、英国在汽车工艺上都有很强的技术积累。所以特斯拉这个价格去空正股等于捡钱。就算回调突破300也很难，而且普遍市场现在看到220特朗普上台前价格，财报连出两个季度应该是要到160-180的。 第二<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 不要觉得现在pe很低白菜价，Q1财报能守住 Q2之后只能会越来越拉垮，特开刀中概股那也是板上钉钉的，看看过去这些年中概被打压成什么样，有人说pdd有国补、有千亿补贴、价格优势。只能说我们就业、楼市负债、消费负债、收入等基本面没好转，再低的价格也很难让大家消费，现在的商业氛围大家自己感受。国补自己去体验一下价格，真的是属于白菜价了，主要还是大家不敢花钱是主要问题。 第3<a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>到15或者以下也是确定性很强，中概里面太多的垃圾股了，一定要为国护盘买港股都不买中概 没有什么有价值的公司，做的业务还有一系列臊操作一言难尽。 这三个确定性比较强，还是那句话，按这个趋势做长期绝对赚钱的，做正股就是赚多赚少，做期权就算趋势做对 遇到回调日期不对也会亏。 最后说下，现在港A中概都是护盘资金在做支撑，经济的基本面还是最大的风险，看看过去贸易冲突后的股市，只能说阿美利肯还是","text":"分享一些我最近觉得中长期比较稳的看法，基本按照这个方向赚都能赚，赚多赚少就要看各自本事了。 首$特斯拉(TSLA)$ 这个250左右的价格太香了，进可攻退可守，马上Q1报，财报肯定是好不了的，Q2报只会更爆炸。马斯克和特朗普深度捆绑，而且关税事件各个国家会大力补贴自有品牌，不想被卡脖子，欧盟、日韩、英国在汽车工艺上都有很强的技术积累。所以特斯拉这个价格去空正股等于捡钱。就算回调突破300也很难，而且普遍市场现在看到220特朗普上台前价格，财报连出两个季度应该是要到160-180的。 第二$拼多多(PDD)$ 不要觉得现在pe很低白菜价，Q1财报能守住 Q2之后只能会越来越拉垮，特开刀中概股那也是板上钉钉的，看看过去这些年中概被打压成什么样，有人说pdd有国补、有千亿补贴、价格优势。只能说我们就业、楼市负债、消费负债、收入等基本面没好转，再低的价格也很难让大家消费，现在的商业氛围大家自己感受。国补自己去体验一下价格，真的是属于白菜价了，主要还是大家不敢花钱是主要问题。 第3$三倍做多富时中国ETF-Direxion(YINN)$ 到15或者以下也是确定性很强，中概里面太多的垃圾股了，一定要为国护盘买港股都不买中概 没有什么有价值的公司，做的业务还有一系列臊操作一言难尽。 这三个确定性比较强，还是那句话，按这个趋势做长期绝对赚钱的，做正股就是赚多赚少，做期权就算趋势做对 遇到回调日期不对也会亏。 最后说下，现在港A中概都是护盘资金在做支撑，经济的基本面还是最大的风险，看看过去贸易冲突后的股市，只能说阿美利肯还是","images":[{"img":"https://static.tigerbbs.com/4504db805eeb09316942ad75d2ac0660","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":67,"commentSize":80,"repostSize":27,"link":"https://laohu8.com/post/425199443309440","isVote":1,"tweetType":1,"viewCount":40304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4180004394280510","authorId":"4180004394280510","name":"ChuHao","avatar":"https://static.tigerbbs.com/ebe35f2b15bb14eed01f5bf91b9de73f","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4180004394280510","idStr":"4180004394280510"},"content":"大佬没看懂特斯拉呢，长期看跌？可以买2倍做空？最好不买put？","text":"大佬没看懂特斯拉呢，长期看跌？可以买2倍做空？最好不买put？","html":"大佬没看懂特斯拉呢，长期看跌？可以买2倍做空？最好不买put？"},{"author":{"id":"4191464542494122","authorId":"4191464542494122","name":"小梦。","avatar":"https://static.tigerbbs.com/000c807ead3871346027d857544c0679","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4191464542494122","idStr":"4191464542494122"},"content":"真牛啊，从你进去老虎开始关注的，一点点看你从几百万到上千万 [强] [强]","text":"真牛啊，从你进去老虎开始关注的，一点点看你从几百万到上千万 [强] [强]","html":"真牛啊，从你进去老虎开始关注的，一点点看你从几百万到上千万 [强] [强]"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":430394556768632,"gmtCreate":1746098617840,"gmtModify":1746101403126,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a><a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"1\"></v-v> 5.1号开始再次30万 好好做两个月股票期权 每日会分享盈亏 目前还是比较看好纳指 做一些半导体的多单为主 目标6月底做到230-250w 5.1号今天预计盈利2w+","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a><a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"1\"></v-v> 5.1号开始再次30万 好好做两个月股票期权 每日会分享盈亏 目前还是比较看好纳指 做一些半导体的多单为主 目标6月底做到230-250w 5.1号今天预计盈利2w+","text":"$特斯拉(TSLA)$ $英伟达(NVDA)$ $拼多多(PDD)$ $霸王茶姬(CHA)$$博通(AVGO)$ 5.1号开始再次30万 好好做两个月股票期权 每日会分享盈亏 目前还是比较看好纳指 做一些半导体的多单为主 目标6月底做到230-250w 5.1号今天预计盈利2w+","images":[{"img":"https://static.tigerbbs.com/b591809df8c1c8d902974706e43d4fae","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":30,"commentSize":86,"repostSize":10,"link":"https://laohu8.com/post/430394556768632","isVote":1,"tweetType":1,"viewCount":23204,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535935100784711","authorId":"3535935100784711","name":"喵才要稳_喵","avatar":"https://static.tigerbbs.com/4cfdd056abde16cee96eabe74adaeb13","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3535935100784711","idStr":"3535935100784711"},"content":"玩期权两个月今天遇到最离谱的事了，昨天买的meta call赌财报，盘前正股涨7个点，开盘一会掉到5个点，期权盘前200%，开盘后call一会只上涨到10% [喷血]","text":"玩期权两个月今天遇到最离谱的事了，昨天买的meta call赌财报，盘前正股涨7个点，开盘一会掉到5个点，期权盘前200%，开盘后call一会只上涨到10% [喷血]","html":"玩期权两个月今天遇到最离谱的事了，昨天买的meta call赌财报，盘前正股涨7个点，开盘一会掉到5个点，期权盘前200%，开盘后call一会只上涨到10% [喷血]"},{"author":{"id":"4202359942352372","authorId":"4202359942352372","name":"天青色写诗","avatar":"https://static.tigerbbs.com/68b7e5e8f4a550fc879a6013bf66e781","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4202359942352372","idStr":"4202359942352372"},"content":"大哥，我的理解纳斯达克大概率涨到月末然后回调，我打算看到18500左右做空，你觉得怎么样","text":"大哥，我的理解纳斯达克大概率涨到月末然后回调，我打算看到18500左右做空，你觉得怎么样","html":"大哥，我的理解纳斯达克大概率涨到月末然后回调，我打算看到18500左右做空，你觉得怎么样"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":510202456421032,"gmtCreate":1765574006638,"gmtModify":1765777587761,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"说一下下周思路 周一择机平空看多，周三开始陆续建仓位做空 主要做谷歌空单 和纳指100空单 下周纳指估计是要失守23000点了 周一大a摩尔估计是要爆炸了 半导体死一片[晕] <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"1\"></v-v> 点点关注 欢迎交流 有问必回 股票没亏过 期货没赚过 问白银黄金的真给不了什么好的意见～ ","listText":"说一下下周思路 周一择机平空看多，周三开始陆续建仓位做空 主要做谷歌空单 和纳指100空单 下周纳指估计是要失守23000点了 周一大a摩尔估计是要爆炸了 半导体死一片[晕] <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a><v-v data-views=\"1\"></v-v> 点点关注 欢迎交流 有问必回 股票没亏过 期货没赚过 问白银黄金的真给不了什么好的意见～ ","text":"说一下下周思路 周一择机平空看多，周三开始陆续建仓位做空 主要做谷歌空单 和纳指100空单 下周纳指估计是要失守23000点了 周一大a摩尔估计是要爆炸了 半导体死一片[晕] $谷歌(GOOG)$ $英伟达(NVDA)$ $美国超微公司(AMD)$ $中芯国际(00981)$ $博通(AVGO)$ 点点关注 欢迎交流 有问必回 股票没亏过 期货没赚过 问白银黄金的真给不了什么好的意见～","images":[{"img":"https://static.tigerbbs.com/425609f420154de32e71f9fc9d16dc72","width":"5712","height":"4284"},{"img":"https://static.tigerbbs.com/d2eaa078e0dd46fb2ac6bfb2cff55822","width":"5712","height":"4284"},{"img":"https://static.tigerbbs.com/b661401d845ca85ab2f2e8f0a1babfad","width":"5712","height":"4284"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":21,"commentSize":56,"repostSize":5,"link":"https://laohu8.com/post/510202456421032","isVote":1,"tweetType":1,"viewCount":15146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560559550295680","authorId":"3560559550295680","name":"虹口老朱","avatar":"https://static.tigerbbs.com/203b9ac92e98e48cd6173f2e0611993f","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3560559550295680","idStr":"3560559550295680"},"content":"请问老师，下周怎么看博通，谷歌，美光，还会继续跌吗？礼拜五误判了提前半山腰加了仓，损失很大，不知道是否应该耐心持有下周反弹。同时对美光财报也害怕了，财报优于预期也大涨，心里没底。谢谢。","text":"请问老师，下周怎么看博通，谷歌，美光，还会继续跌吗？礼拜五误判了提前半山腰加了仓，损失很大，不知道是否应该耐心持有下周反弹。同时对美光财报也害怕了，财报优于预期也大涨，心里没底。谢谢。","html":"请问老师，下周怎么看博通，谷歌，美光，还会继续跌吗？礼拜五误判了提前半山腰加了仓，损失很大，不知道是否应该耐心持有下周反弹。同时对美光财报也害怕了，财报优于预期也大涨，心里没底。谢谢。"},{"author":{"id":"3453969031139320","authorId":"3453969031139320","name":"核桃园","avatar":"https://static.tigerbbs.com/25fedf9b900eb319d6ac642e872d7651","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3453969031139320","idStr":"3453969031139320"},"content":"你从空单转为多单的时候发个帖子提醒一下我们这些虎友嘛。谢谢","text":"你从空单转为多单的时候发个帖子提醒一下我们这些虎友嘛。谢谢","html":"你从空单转为多单的时候发个帖子提醒一下我们这些虎友嘛。谢谢"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":428153996018256,"gmtCreate":1745550265800,"gmtModify":1745554803490,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"最近太忙了感觉步点也不在，30w2个多月做到最高255w 回到120w左右 先清仓了 等五月再次30w起航 不过信心没变 只是不想每天搞心态了 获利了结一波 等五月初30w港币初始资金 在做一轮30w到200w[微笑] ","listText":"最近太忙了感觉步点也不在，30w2个多月做到最高255w 回到120w左右 先清仓了 等五月再次30w起航 不过信心没变 只是不想每天搞心态了 获利了结一波 等五月初30w港币初始资金 在做一轮30w到200w[微笑] ","text":"最近太忙了感觉步点也不在，30w2个多月做到最高255w 回到120w左右 先清仓了 等五月再次30w起航 不过信心没变 只是不想每天搞心态了 获利了结一波 等五月初30w港币初始资金 在做一轮30w到200w[微笑]","images":[{"img":"https://static.tigerbbs.com/f4534d720d465ecf3e6b44d535c7ad4f","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":38,"commentSize":75,"repostSize":14,"link":"https://laohu8.com/post/428153996018256","isVote":1,"tweetType":1,"viewCount":23852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476258390072401","authorId":"3476258390072401","name":"dely","avatar":"https://static.tigerbbs.com/729f94b752cb59cb8333ede4503a43ab","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3476258390072401","idStr":"3476258390072401"},"content":"我见过很多买期权赚了很多的，但你是唯一一个说自己只是小仓位玩玩，并且提醒我们风险的，你的人品值得我佩服。当然，你的技术我更佩服！我以前痴迷于买期权，爆仓后，我现在已经戒掉了，只当期权的卖方。","text":"我见过很多买期权赚了很多的，但你是唯一一个说自己只是小仓位玩玩，并且提醒我们风险的，你的人品值得我佩服。当然，你的技术我更佩服！我以前痴迷于买期权，爆仓后，我现在已经戒掉了，只当期权的卖方。","html":"我见过很多买期权赚了很多的，但你是唯一一个说自己只是小仓位玩玩，并且提醒我们风险的，你的人品值得我佩服。当然，你的技术我更佩服！我以前痴迷于买期权，爆仓后，我现在已经戒掉了，只当期权的卖方。"},{"author":{"id":"3499846651571439","authorId":"3499846651571439","name":"风雪伊人去","avatar":"https://static.tigerbbs.com/646da5b659417dea098adb7e30dcadf8","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3499846651571439","idStr":"3499846651571439"},"content":"哥，我也是250成本的特斯拉，怎么办，要平吗？","text":"哥，我也是250成本的特斯拉，怎么办，要平吗？","html":"哥，我也是250成本的特斯拉，怎么办，要平吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":512119374483864,"gmtCreate":1766056178795,"gmtModify":1766057401823,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"粉丝们都赚钱了么 [害羞] 美光 闪迪 的多单 谷歌的空单 今晚差不多就要平多了 部份留到明天平 周五收盘前做坚定的空<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 粉丝有问必答。静待今晚cpi公布。","listText":"粉丝们都赚钱了么 [害羞] 美光 闪迪 的多单 谷歌的空单 今晚差不多就要平多了 部份留到明天平 周五收盘前做坚定的空<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 粉丝有问必答。静待今晚cpi公布。","text":"粉丝们都赚钱了么 [害羞] 美光 闪迪 的多单 谷歌的空单 今晚差不多就要平多了 部份留到明天平 周五收盘前做坚定的空$美光科技(MU)$ $谷歌(GOOG)$ $特斯拉(TSLA)$ $苹果(AAPL)$ $英伟达(NVDA)$ 粉丝有问必答。静待今晚cpi公布。","images":[{"img":"https://static.tigerbbs.com/f6c46ab029c0a22e724c1b3eed2d3763","width":"810","height":"1200"},{"img":"https://static.tigerbbs.com/17ced3a7dc8c28bbd7af0b017f3934ba","width":"6048","height":"8064"},{"img":"https://static.tigerbbs.com/0447a7f49a833baca53110b427e1bc60","width":"3021","height":"3968"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":31,"commentSize":114,"repostSize":1,"link":"https://laohu8.com/post/512119374483864","isVote":1,"tweetType":1,"viewCount":16808,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557459315149714","authorId":"3557459315149714","name":"兔司机不开车","avatar":"https://static.tigerbbs.com/fc3ff0e3fcc9ed29b70b06a572e6d97f","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3557459315149714","idStr":"3557459315149714"},"content":"[龇牙]，这次跟上操作啦，超开心！！！港股的话，可以看看长飞光纤能长拿嘛？总觉得它和A股粘太近了","text":"[龇牙]，这次跟上操作啦，超开心！！！港股的话，可以看看长飞光纤能长拿嘛？总觉得它和A股粘太近了","html":"[龇牙]，这次跟上操作啦，超开心！！！港股的话，可以看看长飞光纤能长拿嘛？总觉得它和A股粘太近了"},{"author":{"id":"4202038639901922","authorId":"4202038639901922","name":"别拿针扎我","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4202038639901922","idStr":"4202038639901922"},"content":"跟随你坚定的做空美光看法，一周盈利一晚上被美光吃干净了 [喷血]末日期权要人命 [喷血]","text":"跟随你坚定的做空美光看法，一周盈利一晚上被美光吃干净了 [喷血]末日期权要人命 [喷血]","html":"跟随你坚定的做空美光看法，一周盈利一晚上被美光吃干净了 [喷血]末日期权要人命 [喷血]"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":421988201296112,"gmtCreate":1744044863784,"gmtModify":1744891756987,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"关税误判做多 操作做到正收益","htmlText":"一路关注我的粉丝应该清楚 我在公布关税的当晚是看多的 在叠加小米一路加仓的持仓位 到现在应该亏麻了 分享下我是如何做正的首先关税公布后中概股没怎么跌 当晚开仓阿里巴巴 put pdd put和yinn put 另外苹果 英伟达 特斯拉 纳指期权4.4号到期的call已经深度虚值 就不平了花手续费不如留个机会可以结合时间价格看当天开中概put 第二天4月4号周五yinn 阿里巴巴 pdd 分别涨了3-6倍期权 完成抢救第一步 平掉百分之70中概put（拿到现在赚飞了）获利了结 低位抄底英伟达 三倍半导体 amd 的call单 苹果200的call也没平 位置抄的比较低4.7号周一 8点美股上来血崩 果断继续加仓英伟达正股 和三倍做多半导体 英伟达86抄底566股 半导体7.16抄了3000 总共拿了8666股周一8点操作港股开盘 崩了 小米直接亏了20多万 还好之前做了卖call 和开了点期权put防守 早上看盘后判断还没跌到位 立马开腾讯 阿里 小米 put 收盘成功抢救割了一半小米仓位最后扭亏 晚上美股pdd put 还留了1w+期权 别的call因为拿的价格很低 也有盈利 一番操作 挽救百万+损失的同时 账户新高错误不可怕 怕的是不及时调整平小米不是因为他不好 是因为不想浪费时间 目前看回调到50+股价 周期至少一年以上 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","listText":"一路关注我的粉丝应该清楚 我在公布关税的当晚是看多的 在叠加小米一路加仓的持仓位 到现在应该亏麻了 分享下我是如何做正的首先关税公布后中概股没怎么跌 当晚开仓阿里巴巴 put pdd put和yinn put 另外苹果 英伟达 特斯拉 纳指期权4.4号到期的call已经深度虚值 就不平了花手续费不如留个机会可以结合时间价格看当天开中概put 第二天4月4号周五yinn 阿里巴巴 pdd 分别涨了3-6倍期权 完成抢救第一步 平掉百分之70中概put（拿到现在赚飞了）获利了结 低位抄底英伟达 三倍半导体 amd 的call单 苹果200的call也没平 位置抄的比较低4.7号周一 8点美股上来血崩 果断继续加仓英伟达正股 和三倍做多半导体 英伟达86抄底566股 半导体7.16抄了3000 总共拿了8666股周一8点操作港股开盘 崩了 小米直接亏了20多万 还好之前做了卖call 和开了点期权put防守 早上看盘后判断还没跌到位 立马开腾讯 阿里 小米 put 收盘成功抢救割了一半小米仓位最后扭亏 晚上美股pdd put 还留了1w+期权 别的call因为拿的价格很低 也有盈利 一番操作 挽救百万+损失的同时 账户新高错误不可怕 怕的是不及时调整平小米不是因为他不好 是因为不想浪费时间 目前看回调到50+股价 周期至少一年以上 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> ","text":"一路关注我的粉丝应该清楚 我在公布关税的当晚是看多的 在叠加小米一路加仓的持仓位 到现在应该亏麻了 分享下我是如何做正的首先关税公布后中概股没怎么跌 当晚开仓阿里巴巴 put pdd put和yinn put 另外苹果 英伟达 特斯拉 纳指期权4.4号到期的call已经深度虚值 就不平了花手续费不如留个机会可以结合时间价格看当天开中概put 第二天4月4号周五yinn 阿里巴巴 pdd 分别涨了3-6倍期权 完成抢救第一步 平掉百分之70中概put（拿到现在赚飞了）获利了结 低位抄底英伟达 三倍半导体 amd 的call单 苹果200的call也没平 位置抄的比较低4.7号周一 8点美股上来血崩 果断继续加仓英伟达正股 和三倍做多半导体 英伟达86抄底566股 半导体7.16抄了3000 总共拿了8666股周一8点操作港股开盘 崩了 小米直接亏了20多万 还好之前做了卖call 和开了点期权put防守 早上看盘后判断还没跌到位 立马开腾讯 阿里 小米 put 收盘成功抢救割了一半小米仓位最后扭亏 晚上美股pdd put 还留了1w+期权 别的call因为拿的价格很低 也有盈利 一番操作 挽救百万+损失的同时 账户新高错误不可怕 怕的是不及时调整平小米不是因为他不好 是因为不想浪费时间 目前看回调到50+股价 周期至少一年以上 $英伟达(NVDA)$ $阿里巴巴(BABA)$ $小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/b4f9b471abef1b81269da30ffa1d72e6"},{"img":"https://static.tigerbbs.com/58ae668434713db163d59ffb214ce1f2"},{"img":"https://static.tigerbbs.com/3b2f37604ef54e3d59c3a2116c754092"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":35,"commentSize":39,"repostSize":12,"link":"https://laohu8.com/post/421988201296112","isVote":1,"tweetType":1,"viewCount":29537,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535935100784711","authorId":"3535935100784711","name":"喵才要稳_喵","avatar":"https://static.tigerbbs.com/4cfdd056abde16cee96eabe74adaeb13","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3535935100784711","idStr":"3535935100784711"},"content":"我正股刚开亏5k，然后玩期权最高挣1w刀，之后又贪心又亏进去了","text":"我正股刚开亏5k，然后玩期权最高挣1w刀，之后又贪心又亏进去了","html":"我正股刚开亏5k，然后玩期权最高挣1w刀，之后又贪心又亏进去了"},{"author":{"id":"3535935100784711","authorId":"3535935100784711","name":"喵才要稳_喵","avatar":"https://static.tigerbbs.com/4cfdd056abde16cee96eabe74adaeb13","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3535935100784711","idStr":"3535935100784711"},"content":"有个问题，百思不得其解，正股涨三四个点，call还是跌的啥情况","text":"有个问题，百思不得其解，正股涨三四个点，call还是跌的啥情况","html":"有个问题，百思不得其解，正股涨三四个点，call还是跌的啥情况"}],"imageCount":6,"langContent":"CN","totalScore":0},{"id":422271468474840,"gmtCreate":1744123546184,"gmtModify":1744131605983,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v> 加仓位美股call 加仓位阿里 拼多多put 这轮行情做对 再次翻倍","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v> 加仓位美股call 加仓位阿里 拼多多put 这轮行情做对 再次翻倍","text":"$苹果(AAPL)$ $英伟达(NVDA)$ $特斯拉(TSLA)$ $拼多多(PDD)$ $阿里巴巴(BABA)$ 加仓位美股call 加仓位阿里 拼多多put 这轮行情做对 再次翻倍","images":[{"img":"https://static.tigerbbs.com/f0f0f6ae0157934a8ba6984c0f6e62c2","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":64,"repostSize":3,"link":"https://laohu8.com/post/422271468474840","isVote":1,"tweetType":1,"viewCount":23971,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"content":"不知道今天看港股拉升后 说我昨天开pdd put 阿里put 开美股苹果 英伟达 特斯拉 三倍半导体 call的朋友 反向指标亏麻了的朋友 你们在哪里🧐$阿里巴巴(BABA)$ $拼多多(PDD)$ $英伟达(NVDA)$ $特斯拉(TSLA)$ $苹果(AAPL)$","text":"不知道今天看港股拉升后 说我昨天开pdd put 阿里put 开美股苹果 英伟达 特斯拉 三倍半导体 call的朋友 反向指标亏麻了的朋友 你们在哪里🧐$阿里巴巴(BABA)$ $拼多多(PDD)$ $英伟达(NVDA)$ $特斯拉(TSLA)$ $苹果(AAPL)$","html":"不知道今天看港股拉升后 说我昨天开pdd put 阿里put 开美股苹果 英伟达 特斯拉 三倍半导体 call的朋友 反向指标亏麻了的朋友 你们在哪里🧐$阿里巴巴(BABA)$ $拼多多(PDD)$ $英伟达(NVDA)$ $特斯拉(TSLA)$ $苹果(AAPL)$"},{"author":{"id":"4202359942352372","authorId":"4202359942352372","name":"天青色写诗","avatar":"https://static.tigerbbs.com/68b7e5e8f4a550fc879a6013bf66e781","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4202359942352372","idStr":"4202359942352372"},"content":"我感觉短期很危险，收缩性政策没有结束，美股很有可能是短期反弹，再阴跌回去","text":"我感觉短期很危险，收缩性政策没有结束，美股很有可能是短期反弹，再阴跌回去","html":"我感觉短期很危险，收缩性政策没有结束，美股很有可能是短期反弹，再阴跌回去"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":416233769902720,"gmtCreate":1742627935054,"gmtModify":1742802606341,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"交易分享百万+持仓 月收益第一遥遥领先 对于近期及后市的看法","htmlText":"先讲干货，用最简单的话分析市场。财报、k线、时讯等我来看、就是宠粉，快关注。 3.24-4.4的行情最好不要做,这段时间波动行情看多看空都有挨打的，前面已经提示很多次了，这段时间没有自己对大盘很深的理解以及对股票每天的清晰止损止盈价格，后半个月会亏死，赚钱的也赚不到多少，具体可以看我发的图每日盈利。 说几个我认为比较明朗的票 港股 <a href=\"https://laohu8.com/S/00001\">$长和(00001)$</a> 去开个一个月左右的put 巴拿马港口事件现在已经定性了，特区和北京的态度从最近的报道和媒体宣传已经定调了，相信我们国家对于这种事情整治的手段，公司还是在港上市的，全年至少股价腰斩。 港股<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 小米大趋势是奔2万亿去的，不要去管什么大家说的散户接盘，回调肯定会有的，技术不好就不要做回调这段。小米汽车的预期已经打的差不多了，后面主要的逻辑是ai智家，要知道现在去做什么ai眼镜，ai机器人，ai医疗，都是有点遥远的，ai最快赋能的具体生活中的产品是什么，语言类模型kimi dp 豆包 元宝 cpt，不过这些产品对用户是需要一些知识和技术储备的，所以适用人群不宽，但家用电器和ai的结合在消费端是王炸级别的，智能家电通过ai分析学习用户习惯，能延展的功能很多。这是万亿级的消费赛道，并且地产的周期在13-18年是个强周期，相应的家电配套也是跟地产周期走的，电器的使用年限及国家的国补及以旧换新。是带动小米下一轮上涨的主要动力。在说我们的这次座谈会，那就是我们要有自己的m7 华为对标苹果 比亚迪对标特斯拉 腾讯对标meta 阿里对标亚马逊谷歌 韦尔股份","listText":"先讲干货，用最简单的话分析市场。财报、k线、时讯等我来看、就是宠粉，快关注。 3.24-4.4的行情最好不要做,这段时间波动行情看多看空都有挨打的，前面已经提示很多次了，这段时间没有自己对大盘很深的理解以及对股票每天的清晰止损止盈价格，后半个月会亏死，赚钱的也赚不到多少，具体可以看我发的图每日盈利。 说几个我认为比较明朗的票 港股 <a href=\"https://laohu8.com/S/00001\">$长和(00001)$</a> 去开个一个月左右的put 巴拿马港口事件现在已经定性了，特区和北京的态度从最近的报道和媒体宣传已经定调了，相信我们国家对于这种事情整治的手段，公司还是在港上市的，全年至少股价腰斩。 港股<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 小米大趋势是奔2万亿去的，不要去管什么大家说的散户接盘，回调肯定会有的，技术不好就不要做回调这段。小米汽车的预期已经打的差不多了，后面主要的逻辑是ai智家，要知道现在去做什么ai眼镜，ai机器人，ai医疗，都是有点遥远的，ai最快赋能的具体生活中的产品是什么，语言类模型kimi dp 豆包 元宝 cpt，不过这些产品对用户是需要一些知识和技术储备的，所以适用人群不宽，但家用电器和ai的结合在消费端是王炸级别的，智能家电通过ai分析学习用户习惯，能延展的功能很多。这是万亿级的消费赛道，并且地产的周期在13-18年是个强周期，相应的家电配套也是跟地产周期走的，电器的使用年限及国家的国补及以旧换新。是带动小米下一轮上涨的主要动力。在说我们的这次座谈会，那就是我们要有自己的m7 华为对标苹果 比亚迪对标特斯拉 腾讯对标meta 阿里对标亚马逊谷歌 韦尔股份","text":"先讲干货，用最简单的话分析市场。财报、k线、时讯等我来看、就是宠粉，快关注。 3.24-4.4的行情最好不要做,这段时间波动行情看多看空都有挨打的，前面已经提示很多次了，这段时间没有自己对大盘很深的理解以及对股票每天的清晰止损止盈价格，后半个月会亏死，赚钱的也赚不到多少，具体可以看我发的图每日盈利。 说几个我认为比较明朗的票 港股 $长和(00001)$ 去开个一个月左右的put 巴拿马港口事件现在已经定性了，特区和北京的态度从最近的报道和媒体宣传已经定调了，相信我们国家对于这种事情整治的手段，公司还是在港上市的，全年至少股价腰斩。 港股$小米集团-W(01810)$ 小米大趋势是奔2万亿去的，不要去管什么大家说的散户接盘，回调肯定会有的，技术不好就不要做回调这段。小米汽车的预期已经打的差不多了，后面主要的逻辑是ai智家，要知道现在去做什么ai眼镜，ai机器人，ai医疗，都是有点遥远的，ai最快赋能的具体生活中的产品是什么，语言类模型kimi dp 豆包 元宝 cpt，不过这些产品对用户是需要一些知识和技术储备的，所以适用人群不宽，但家用电器和ai的结合在消费端是王炸级别的，智能家电通过ai分析学习用户习惯，能延展的功能很多。这是万亿级的消费赛道，并且地产的周期在13-18年是个强周期，相应的家电配套也是跟地产周期走的，电器的使用年限及国家的国补及以旧换新。是带动小米下一轮上涨的主要动力。在说我们的这次座谈会，那就是我们要有自己的m7 华为对标苹果 比亚迪对标特斯拉 腾讯对标meta 阿里对标亚马逊谷歌 韦尔股份","images":[{"img":"https://static.tigerbbs.com/cdff970499de2299c0da432376eb4b49","width":"1206","height":"2622"},{"img":"https://static.tigerbbs.com/526777d44e6988783b4a5daf1349af65","width":"1206","height":"2622"},{"img":"https://static.tigerbbs.com/1dffca4b2bac4c3afa5f6c3a249cc1a3","width":"1206","height":"2622"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":40,"commentSize":60,"repostSize":23,"link":"https://laohu8.com/post/416233769902720","isVote":1,"tweetType":1,"viewCount":49462,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203908260421900","authorId":"4203908260421900","name":"冲鸭鸭薇","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4203908260421900","idStr":"4203908260421900"},"content":"特斯拉昨晚239开的3.28的空被挂山顶了 怎么办老哥！","text":"特斯拉昨晚239开的3.28的空被挂山顶了 怎么办老哥！","html":"特斯拉昨晚239开的3.28的空被挂山顶了 怎么办老哥！"},{"author":{"id":"4197548758220000","authorId":"4197548758220000","name":"posey","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4197548758220000","idStr":"4197548758220000"},"content":"特斯拉是不碰了，期权小开一点imtel 0516 23 put，大盘走得太诡异，太考验心态了，目前都是以防御性正股为主","text":"特斯拉是不碰了，期权小开一点imtel 0516 23 put，大盘走得太诡异，太考验心态了，目前都是以防御性正股为主","html":"特斯拉是不碰了，期权小开一点imtel 0516 23 put，大盘走得太诡异，太考验心态了，目前都是以防御性正股为主"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":432864615240536,"gmtCreate":1746713451450,"gmtModify":1746757428604,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 短期来看这三个票还有上涨空间 开了个516的call昨天 开盘获利了结了 现在期权真的不好做 控制亏损控制盈利 做做短期日内最保险","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 短期来看这三个票还有上涨空间 开了个516的call昨天 开盘获利了结了 现在期权真的不好做 控制亏损控制盈利 做做短期日内最保险","text":"$特斯拉(TSLA)$ $英伟达(NVDA)$ $苹果(AAPL)$ 短期来看这三个票还有上涨空间 开了个516的call昨天 开盘获利了结了 现在期权真的不好做 控制亏损控制盈利 做做短期日内最保险","images":[{"img":"https://static.tigerbbs.com/27d310afa8cc08ed34609ab4d66959a1","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/167941ba738544a0b9df23437a91d0ef","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/a29c06d46486147156d3dd84d9ed121c","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":30,"commentSize":59,"repostSize":10,"link":"https://laohu8.com/post/432864615240536","isVote":1,"tweetType":1,"viewCount":54856,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202359942352372","authorId":"4202359942352372","name":"天青色写诗","avatar":"https://static.tigerbbs.com/68b7e5e8f4a550fc879a6013bf66e781","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4202359942352372","idStr":"4202359942352372"},"content":"大佬，如果和中国谈崩的消息放出来，是不是应该差不多开始跌了，现在这个架势，看着不会跌一样 [捂脸] [捂脸]","text":"大佬，如果和中国谈崩的消息放出来，是不是应该差不多开始跌了，现在这个架势，看着不会跌一样 [捂脸] [捂脸]","html":"大佬，如果和中国谈崩的消息放出来，是不是应该差不多开始跌了，现在这个架势，看着不会跌一样 [捂脸] [捂脸]"},{"author":{"id":"3557459315149714","authorId":"3557459315149714","name":"兔司机不开车","avatar":"https://static.tigerbbs.com/fc3ff0e3fcc9ed29b70b06a572e6d97f","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3557459315149714","idStr":"3557459315149714"},"content":"[流泪]快考试了没管账户，今天上来一看，要哭啦，空的特斯拉，又得充钱了","text":"[流泪]快考试了没管账户，今天上来一看，要哭啦，空的特斯拉，又得充钱了","html":"[流泪]快考试了没管账户，今天上来一看，要哭啦，空的特斯拉，又得充钱了"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":425237141680768,"gmtCreate":1744827602229,"gmtModify":1748425998935,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"深度解读鲍威尔4.16发言 ","htmlText":"这次鲍威尔透露的讯息非常多！读懂了鲍威尔这次讲话 至少可以清晰美联储至少在七月前的动作！重点！重点什么是既定目标，就业和通胀，什么偏离？通胀偏离，而且是今年剩余时间！美联储降息预期是两次 意思告诉你通胀今年预计下不来了。我们再看之前发言通胀和就业可能会同步走什么意思，就是美国的就业会稳定 但是通胀会提升，出现矛盾 因为就业稳定就要降息 通胀变高 那就要加息 这就是矛盾。那看哪个要看哪个影响大修复的时间要更长，我个人觉得会是通胀。所以5月铁定是不降息了 6月我认为也不会降 7月也只是有可能降而且我认为可能性也极低，鲍威尔意思也很明确通胀下不来今年两次的降息预期都不给你，我们预期明年通胀会修复等明年重新实现目标吧（打星星的地方）最后看这个图最后的发言 意思是通胀这事情不是短期能够看清楚的 你现在中断了豁免了那么多国家90天，美联储看不到最后实际带来的影响，那大家都耗着，另外贴脸开大特朗普，你说的就业又好又稳定，是因为市场需求端不振，别在天天说你上台美国就业多稳定了，另外贴脸开大汽车！对汽车马斯克 给你的小伙伴也邦邦两拳哈哈 真的很有意思 我鲍哥真的是专治特朗普","listText":"这次鲍威尔透露的讯息非常多！读懂了鲍威尔这次讲话 至少可以清晰美联储至少在七月前的动作！重点！重点什么是既定目标，就业和通胀，什么偏离？通胀偏离，而且是今年剩余时间！美联储降息预期是两次 意思告诉你通胀今年预计下不来了。我们再看之前发言通胀和就业可能会同步走什么意思，就是美国的就业会稳定 但是通胀会提升，出现矛盾 因为就业稳定就要降息 通胀变高 那就要加息 这就是矛盾。那看哪个要看哪个影响大修复的时间要更长，我个人觉得会是通胀。所以5月铁定是不降息了 6月我认为也不会降 7月也只是有可能降而且我认为可能性也极低，鲍威尔意思也很明确通胀下不来今年两次的降息预期都不给你，我们预期明年通胀会修复等明年重新实现目标吧（打星星的地方）最后看这个图最后的发言 意思是通胀这事情不是短期能够看清楚的 你现在中断了豁免了那么多国家90天，美联储看不到最后实际带来的影响，那大家都耗着，另外贴脸开大特朗普，你说的就业又好又稳定，是因为市场需求端不振，别在天天说你上台美国就业多稳定了，另外贴脸开大汽车！对汽车马斯克 给你的小伙伴也邦邦两拳哈哈 真的很有意思 我鲍哥真的是专治特朗普","text":"这次鲍威尔透露的讯息非常多！读懂了鲍威尔这次讲话 至少可以清晰美联储至少在七月前的动作！重点！重点什么是既定目标，就业和通胀，什么偏离？通胀偏离，而且是今年剩余时间！美联储降息预期是两次 意思告诉你通胀今年预计下不来了。我们再看之前发言通胀和就业可能会同步走什么意思，就是美国的就业会稳定 但是通胀会提升，出现矛盾 因为就业稳定就要降息 通胀变高 那就要加息 这就是矛盾。那看哪个要看哪个影响大修复的时间要更长，我个人觉得会是通胀。所以5月铁定是不降息了 6月我认为也不会降 7月也只是有可能降而且我认为可能性也极低，鲍威尔意思也很明确通胀下不来今年两次的降息预期都不给你，我们预期明年通胀会修复等明年重新实现目标吧（打星星的地方）最后看这个图最后的发言 意思是通胀这事情不是短期能够看清楚的 你现在中断了豁免了那么多国家90天，美联储看不到最后实际带来的影响，那大家都耗着，另外贴脸开大特朗普，你说的就业又好又稳定，是因为市场需求端不振，别在天天说你上台美国就业多稳定了，另外贴脸开大汽车！对汽车马斯克 给你的小伙伴也邦邦两拳哈哈 真的很有意思 我鲍哥真的是专治特朗普","images":[{"img":"https://static.tigerbbs.com/8dc39779541ee49c25bcc317c520074c"},{"img":"https://static.tigerbbs.com/484ce6b99148cafe519342115669831e"},{"img":"https://static.tigerbbs.com/a6a2889f8bd7786603e8df5ec9b37803"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":43,"commentSize":38,"repostSize":30,"link":"https://laohu8.com/post/425237141680768","isVote":1,"tweetType":1,"viewCount":40749,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202359942352372","authorId":"4202359942352372","name":"天青色写诗","avatar":"https://static.tigerbbs.com/68b7e5e8f4a550fc879a6013bf66e781","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4202359942352372","idStr":"4202359942352372"},"content":"做空感觉风险好大，还要考虑会不会救市，股票回购这些操作，英伟达又回106了，感觉做空比做多风险更高，大佬您怎么看","text":"做空感觉风险好大，还要考虑会不会救市，股票回购这些操作，英伟达又回106了，感觉做空比做多风险更高，大佬您怎么看","html":"做空感觉风险好大，还要考虑会不会救市，股票回购这些操作，英伟达又回106了，感觉做空比做多风险更高，大佬您怎么看"},{"author":{"id":"3576180456531762","authorId":"3576180456531762","name":"betterlife","avatar":"https://static.tigerbbs.com/5caa7698272d00c35906bbe34f12aedc","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3576180456531762","idStr":"3576180456531762"},"content":"请问您在正股赚了很多钱，比如特斯拉英伟达，可是仅今年三个月他们的波动没有那么大吧，你是买的做空的正股吗？带杠杆的做空两倍三倍那种吗？能具体说一下买的是哪个吗？","text":"请问您在正股赚了很多钱，比如特斯拉英伟达，可是仅今年三个月他们的波动没有那么大吧，你是买的做空的正股吗？带杠杆的做空两倍三倍那种吗？能具体说一下买的是哪个吗？","html":"请问您在正股赚了很多钱，比如特斯拉英伟达，可是仅今年三个月他们的波动没有那么大吧，你是买的做空的正股吗？带杠杆的做空两倍三倍那种吗？能具体说一下买的是哪个吗？"}],"imageCount":5,"langContent":"CN","totalScore":0},{"id":409558148100696,"gmtCreate":1740999322022,"gmtModify":1741073404325,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"0\"></v-v><a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v><a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 30w一周最高到120w 周五到57w 这周57w目标250w[害羞] 好心态有未来","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"0\"></v-v><a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v><a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 30w一周最高到120w 周五到57w 这周57w目标250w[害羞] 好心态有未来","text":"$特斯拉(TSLA)$ $英伟达(NVDA)$ $苹果(AAPL)$ $美国超微公司(AMD)$ $小米集团-W(01810)$ 30w一周最高到120w 周五到57w 这周57w目标250w[害羞] 好心态有未来","images":[{"img":"https://static.tigerbbs.com/cdaf389e4ee6b51f7421874c5a9f86aa","width":"981","height":"1521"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":17,"repostSize":4,"link":"https://laohu8.com/post/409558148100696","isVote":1,"tweetType":1,"viewCount":27659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202261211170442","authorId":"4202261211170442","name":"邹邹邹z","avatar":"https://static.tigerbbs.com/0a7f70284d9f0b6b2d3378f5fbcdc189","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4202261211170442","idStr":"4202261211170442"},"content":"大哥你期权满仓？加杠杆了？","text":"大哥你期权满仓？加杠杆了？","html":"大哥你期权满仓？加杠杆了？"},{"author":{"id":"740450932848","authorId":"740450932848","name":"33_Tiger","avatar":"https://static.tigerbbs.com/aa2c2a58a713dadbb19ede7c4c37d61d","crmLevel":13,"crmLevelSwitch":0,"authorIdStr":"740450932848","idStr":"740450932848"},"content":"怎么做到的？求分享","text":"怎么做到的？求分享","html":"怎么做到的？求分享"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":410329874858616,"gmtCreate":1741187733010,"gmtModify":1741190407465,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>30w港币 10个交易日到120w+ 粉丝到500 周六分享一下新手期权交易方法 欢迎关注 ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$ </a>30w港币 10个交易日到120w+ 粉丝到500 周六分享一下新手期权交易方法 欢迎关注 ","text":"$特斯拉(TSLA)$ $英伟达(NVDA)$ $三倍做多富时中国ETF-Direxion(YINN)$ 30w港币 10个交易日到120w+ 粉丝到500 周六分享一下新手期权交易方法 欢迎关注","images":[{"img":"https://static.tigerbbs.com/691a2fd339fca61aac94119da905fb10","width":"1179","height":"2556"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":93,"repostSize":7,"link":"https://laohu8.com/post/410329874858616","isVote":1,"tweetType":1,"viewCount":15326,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573134516759647","authorId":"3573134516759647","name":"四季鱼莊","avatar":"https://static.tigerbbs.com/b6cc894afe9c137c4a593b0a61645e01","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3573134516759647","idStr":"3573134516759647"},"content":"大佬今天有开多特斯拉还是开空？我看您上个帖子说早盘少多尾盘做空，谢谢！","text":"大佬今天有开多特斯拉还是开空？我看您上个帖子说早盘少多尾盘做空，谢谢！","html":"大佬今天有开多特斯拉还是开空？我看您上个帖子说早盘少多尾盘做空，谢谢！"},{"author":{"id":"3572956085366064","authorId":"3572956085366064","name":"SkylerMa","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3572956085366064","idStr":"3572956085366064"},"content":"期待期待[开心]另外，想请教一下大神 期权一般是什么时候买什么期限的，预判走势的话是多长周期的，感觉你的成本控制的很低呢","text":"期待期待[开心]另外，想请教一下大神 期权一般是什么时候买什么期限的，预判走势的话是多长周期的，感觉你的成本控制的很低呢","html":"期待期待[开心]另外，想请教一下大神 期权一般是什么时候买什么期限的，预判走势的话是多长周期的，感觉你的成本控制的很低呢"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":512458724704456,"gmtCreate":1766138951155,"gmtModify":1766143201523,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"title":"","htmlText":"现在所有科技股都在压力位边<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 170<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 200<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a> 320<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 270 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>36，大家都在悬崖边，我认为还有10个点左右的回调空间，美股才在健康状态。2025决战就在这几天。","listText":"现在所有科技股都在压力位边<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 170<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 200<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a> 320<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 270 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>36，大家都在悬崖边，我认为还有10个点左右的回调空间，美股才在健康状态。2025决战就在这几天。","text":"现在所有科技股都在压力位边$英伟达(NVDA)$ 170$美国超微公司(AMD)$ 200$高通(QCOM)$ 320$苹果(AAPL)$ 270 $英特尔(INTC)$ 36，大家都在悬崖边，我认为还有10个点左右的回调空间，美股才在健康状态。2025决战就在这几天。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":38,"repostSize":0,"link":"https://laohu8.com/post/512458724704456","repostId":"2592138624","repostType":2,"repost":{"id":"2592138624","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1766104454,"share":"https://www.laohu8.com/m/news/2592138624?lang=zh_CN&edition=full","pubTime":"2025-12-19 08:34","market":"us","language":"zh","title":"就在今天！史上最大规模期权到期，美股将迎来“疯狂一日”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2592138624","media":"华尔街见闻","summary":"本周五华尔街迎来史无前例的“四巫日”，期权到期规模创下历史新高。高盛指出，约5万亿美元风险敞口与标普500指数挂钩，另有8800亿美元与个股相关。而这种极端的敞口集中度或将在年底前引发市场的剧烈动荡。分析师正密切关注标普500指数能否守住6800点的多空博弈关键点位。","content":"<html><head></head><body><blockquote><p>本周五华尔街迎来史无前例的“四巫日”，期权到期规模创下历史新高。高盛指出，约5万亿美元风险敞口与标普500指数挂钩，另有8800亿美元与个股相关。而这种极端的敞口集中度或将在年底前引发市场的剧烈动荡。分析师正密切关注标普500指数能否守住6800点的多空博弈关键点位。</p></blockquote><p>本周最后一个交易日华尔街或将迎来剧烈动荡，交易员们正为一场史无前例的期权到期事件做准备。</p><p>据<a href=\"https://laohu8.com/S/GS\">高盛</a>数据，本周五将有超过7.1万亿美元名义价值的期权合约到期，创下历史最高纪录。这一天被称为所谓的“四巫日”，即股指期货、股指期权、个股期货和个股期权同时到期的日子，这种集中到期通常会放大市场交易量和波动性。</p><p><strong>在这次创纪录的到期事件中，约5万亿美元的风险敞口与<a href=\"https://laohu8.com/S/161125\">标普500</a>指数挂钩，另有8800亿美元与个股相关。</strong>高盛指出，虽然12月的期权到期通常是全年规模最大的，但本次的规模超过了以往所有记录，其名义风险敞口相当于罗素3000指数总市值的约10.2%。</p><p>这一事件发生在美股年内已录得显著涨幅的背景下。标普500指数今年已上涨约15%，周四<a href=\"https://laohu8.com/S/002200\">交投</a>于6770点附近。创纪录的期权到期，可能成为年底行情中的一个关键变量，为市场增添了显著的不确定性。</p><h2 id=\"id_3508771893\">史上最大规模的到期事件</h2><p>此次期权到期之所以备受关注，核心在于其前所未有的规模。根据高盛分析师<a href=\"https://laohu8.com/S/JMSB\">John Marshall</a>的估算，超过7.1万亿美元的名义风险敞口将在今天集中到期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12258f389f33008bc3ba75500181a02b\" tg-width=\"758\" tg-height=\"339\"/></p><p><strong>这一天在华尔街被称为“四巫日”（quadruple witching），每年仅发生四次，分别在3月、6月、9月和12月的第三个星期五。</strong></p><p>在这一天，四类衍生品合约同时结算，迫使交易员和做市商进行大量的平仓、展期或对冲操作，从而导致交易活动异常活跃。高盛的数据显示，仅与标普500指数相关的零日到期期权（0DTE）的交易量就已达到历史高位，占期权总交易量的62%以上，这进一步加剧了当日的复杂性。</p><h2 id=\"id_1711239824\">波动性加剧还是“钉住”效应？</h2><p>如此巨量的期权到期，可能给市场带来两种截然不同的影响。</p><p>一方面是可能加剧市场波动。KKM Financial的创始人兼首席执行官Jeff Kilburg表示：“我预计交易量将远超正常水平，因为期权交易员们需要了结2025年的盈亏。”他特别指出，标普500指数的6800点是一个重要的行权价位，市场将观察多头能否在该水平附近成功防守。</p><p>另一方面，巨量期权也可能产生“钉住”（pin）效应，反而抑制价格波动。高盛在其报告中解释，如果大量期权合约的行权价恰好等于或非常接近标的资产的当前市价（即“平价期权”），做市商为了对冲自身风险敞口而进行的操作，可能会将股价“拉”向这个被大量交易的行权价，导致股价在收盘时稳定在该水平附近。</p><p>高盛发现，包括<a href=\"https://laohu8.com/S/WGS\">GeneDx Holdings</a>、BILL Holdings、Avis Budget Group和GameStop在内的个股，其即将到期的期权占其日均交易量的比例很高，因此可能更容易出现“钉住”现象。</p><h2 id=\"id_2740955182\">关键技术位与市场情绪</h2><p>从技术层面看，市场正处在一个微妙的平衡点。根据期权分析机构SpotGamma的报告，标普500指数目前处于从6700点到6900点的“负伽马”（negative gamma）区间，这意味着市场本身倾向于放大波动，即上涨时加速上涨，下跌时加速下跌。</p><p>SpotGamma将6800点视为关键的“风险枢轴”（Risk Pivot）。报告指出，如果指数能够收复并站稳在6800点之上，可能被视为开启“圣诞老人行情”的信号。然而，如果指数维持在6800点以下，下行压力将占据主导，且下方缺乏有力的技术支撑区域。该机构警告称，即使市场反弹至6800点，也可能轻易回落，只有当指数明确突破该水平后，卖出看跌期权的资金才会进场提供新的支撑。</p><p>对于寻求交易机会的投资者，SpotGamma建议，若看涨，可考虑12月31日到期的6900点附近的看涨期权价差策略；若看跌，则建议选择明年2月或3月到期的看跌期权，以规避假期期间过快的时间价值损耗。</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>就在今天！史上最大规模期权到期，美股将迎来“疯狂一日”？</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; 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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就在今天！史上最大规模期权到期，美股将迎来“疯狂一日”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 08:34 北京时间 <a href=https://wallstreetcn.com/articles/3761680><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周五华尔街迎来史无前例的“四巫日”，期权到期规模创下历史新高。高盛指出，约5万亿美元风险敞口与标普500指数挂钩，另有8800亿美元与个股相关。而这种极端的敞口集中度或将在年底前引发市场的剧烈动荡。分析师正密切关注标普500指数能否守住6800点的多空博弈关键点位。本周最后一个交易日华尔街或将迎来剧烈动荡，交易员们正为一场史无前例的期权到期事件做准备。据高盛数据，本周五将有超过7.1万亿美元名义...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761680\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","GS":"高盛","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4504":"桥水持仓","OEF":"标普100指数ETF-iShares","BK4559":"巴菲特持仓","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) 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INC"},"source_url":"https://wallstreetcn.com/articles/3761680","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592138624","content_text":"本周五华尔街迎来史无前例的“四巫日”，期权到期规模创下历史新高。高盛指出，约5万亿美元风险敞口与标普500指数挂钩，另有8800亿美元与个股相关。而这种极端的敞口集中度或将在年底前引发市场的剧烈动荡。分析师正密切关注标普500指数能否守住6800点的多空博弈关键点位。本周最后一个交易日华尔街或将迎来剧烈动荡，交易员们正为一场史无前例的期权到期事件做准备。据高盛数据，本周五将有超过7.1万亿美元名义价值的期权合约到期，创下历史最高纪录。这一天被称为所谓的“四巫日”，即股指期货、股指期权、个股期货和个股期权同时到期的日子，这种集中到期通常会放大市场交易量和波动性。在这次创纪录的到期事件中，约5万亿美元的风险敞口与标普500指数挂钩，另有8800亿美元与个股相关。高盛指出，虽然12月的期权到期通常是全年规模最大的，但本次的规模超过了以往所有记录，其名义风险敞口相当于罗素3000指数总市值的约10.2%。这一事件发生在美股年内已录得显著涨幅的背景下。标普500指数今年已上涨约15%，周四交投于6770点附近。创纪录的期权到期，可能成为年底行情中的一个关键变量，为市场增添了显著的不确定性。史上最大规模的到期事件此次期权到期之所以备受关注，核心在于其前所未有的规模。根据高盛分析师John Marshall的估算，超过7.1万亿美元的名义风险敞口将在今天集中到期。这一天在华尔街被称为“四巫日”（quadruple witching），每年仅发生四次，分别在3月、6月、9月和12月的第三个星期五。在这一天，四类衍生品合约同时结算，迫使交易员和做市商进行大量的平仓、展期或对冲操作，从而导致交易活动异常活跃。高盛的数据显示，仅与标普500指数相关的零日到期期权（0DTE）的交易量就已达到历史高位，占期权总交易量的62%以上，这进一步加剧了当日的复杂性。波动性加剧还是“钉住”效应？如此巨量的期权到期，可能给市场带来两种截然不同的影响。一方面是可能加剧市场波动。KKM Financial的创始人兼首席执行官Jeff Kilburg表示：“我预计交易量将远超正常水平，因为期权交易员们需要了结2025年的盈亏。”他特别指出，标普500指数的6800点是一个重要的行权价位，市场将观察多头能否在该水平附近成功防守。另一方面，巨量期权也可能产生“钉住”（pin）效应，反而抑制价格波动。高盛在其报告中解释，如果大量期权合约的行权价恰好等于或非常接近标的资产的当前市价（即“平价期权”），做市商为了对冲自身风险敞口而进行的操作，可能会将股价“拉”向这个被大量交易的行权价，导致股价在收盘时稳定在该水平附近。高盛发现，包括GeneDx Holdings、BILL Holdings、Avis Budget Group和GameStop在内的个股，其即将到期的期权占其日均交易量的比例很高，因此可能更容易出现“钉住”现象。关键技术位与市场情绪从技术层面看，市场正处在一个微妙的平衡点。根据期权分析机构SpotGamma的报告，标普500指数目前处于从6700点到6900点的“负伽马”（negative gamma）区间，这意味着市场本身倾向于放大波动，即上涨时加速上涨，下跌时加速下跌。SpotGamma将6800点视为关键的“风险枢轴”（Risk 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这次把失去的都拿回来","htmlText":"发现老虎赚到100万美金有奖杯[生气] 让自己重新有了目标 五月份到现在太闲云野鹤了[无语] 工作生活都是一种告老还乡的状态，天天喝奶茶玩网易的游戏，出去旅游爬雪山喝酒，心思全没放在交易上，到目前为止大概赚个几十万吧，年初两个月是30w赚了几百万[喷血] 还是不能太浪。 两个目标 年底1w粉丝 百万收益 2026年提前许愿 5万粉丝 千万收益 说正经事儿 11月 12月 甚至1月我认为纳指还是会收阳线 现在布<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 和捡钱没区别，不想操作的就全买特斯拉，等个一两年肯定是跑赢大多数股票收益的 另外个就是Amd和因特尔 几千亿爱答不理 到了万亿又高攀不起了 另外这段时间也买了一些书，在深入学习一下半导体ai产业链，希望能找到未来好的公司。 市场的机会真的好多，今年与其说错过amd可惜，错过英伟达可惜，但最可惜的还是错过了闪迪存储这轮行情<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 所以只有深入学习一个行业，才能早布局，拿的住。目前觉得太空建设算力中心，机器人，ai生物医疗科技这些方向还有些可以挖掘的好公司。 点点关注 点点赞 女粉必然知无不言 言无不尽[笑哭] ","listText":"发现老虎赚到100万美金有奖杯[生气] 让自己重新有了目标 五月份到现在太闲云野鹤了[无语] 工作生活都是一种告老还乡的状态，天天喝奶茶玩网易的游戏，出去旅游爬雪山喝酒，心思全没放在交易上，到目前为止大概赚个几十万吧，年初两个月是30w赚了几百万[喷血] 还是不能太浪。 两个目标 年底1w粉丝 百万收益 2026年提前许愿 5万粉丝 千万收益 说正经事儿 11月 12月 甚至1月我认为纳指还是会收阳线 现在布<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 和捡钱没区别，不想操作的就全买特斯拉，等个一两年肯定是跑赢大多数股票收益的 另外个就是Amd和因特尔 几千亿爱答不理 到了万亿又高攀不起了 另外这段时间也买了一些书，在深入学习一下半导体ai产业链，希望能找到未来好的公司。 市场的机会真的好多，今年与其说错过amd可惜，错过英伟达可惜，但最可惜的还是错过了闪迪存储这轮行情<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 所以只有深入学习一个行业，才能早布局，拿的住。目前觉得太空建设算力中心，机器人，ai生物医疗科技这些方向还有些可以挖掘的好公司。 点点关注 点点赞 女粉必然知无不言 言无不尽[笑哭] ","text":"发现老虎赚到100万美金有奖杯[生气] 让自己重新有了目标 五月份到现在太闲云野鹤了[无语] 工作生活都是一种告老还乡的状态，天天喝奶茶玩网易的游戏，出去旅游爬雪山喝酒，心思全没放在交易上，到目前为止大概赚个几十万吧，年初两个月是30w赚了几百万[喷血] 还是不能太浪。 两个目标 年底1w粉丝 百万收益 2026年提前许愿 5万粉丝 千万收益 说正经事儿 11月 12月 甚至1月我认为纳指还是会收阳线 现在布$特斯拉(TSLA)$ 和捡钱没区别，不想操作的就全买特斯拉，等个一两年肯定是跑赢大多数股票收益的 另外个就是Amd和因特尔 几千亿爱答不理 到了万亿又高攀不起了 另外这段时间也买了一些书，在深入学习一下半导体ai产业链，希望能找到未来好的公司。 市场的机会真的好多，今年与其说错过amd可惜，错过英伟达可惜，但最可惜的还是错过了闪迪存储这轮行情$英伟达(NVDA)$ $美国超微公司(AMD)$ 所以只有深入学习一个行业，才能早布局，拿的住。目前觉得太空建设算力中心，机器人，ai生物医疗科技这些方向还有些可以挖掘的好公司。 点点关注 点点赞 女粉必然知无不言 言无不尽[笑哭]","images":[{"img":"https://static.tigerbbs.com/925ca67ffed790641bc61a50f3842f54","width":"1243","height":"1296"},{"img":"https://static.tigerbbs.com/55f155a70d2d9b02ab0d6d9059cab788","width":"1206","height":"1421"},{"img":"https://static.tigerbbs.com/bf7f08b30b45a9b48405db0dc79f7cc9","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":45,"commentSize":46,"repostSize":6,"link":"https://laohu8.com/post/499365577507696","isVote":1,"tweetType":1,"viewCount":22269,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4088626949262520","idStr":"4088626949262520"},"content":"大佬肯定能实现的，希望大佬能多分享，跟着大佬喝口汤[666][666][666]","text":"大佬肯定能实现的，希望大佬能多分享，跟着大佬喝口汤[666][666][666]","html":"大佬肯定能实现的，希望大佬能多分享，跟着大佬喝口汤[666][666][666]"},{"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/cb1b514fb84e9876b2ede5b6bd40c4cb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010485","idStr":"10000000000010485"},"content":"美股这一轮AI调整就是泡沫破裂 除了AMD英伟达甲骨文等凡是跟OPEN AI合作涨起来的都被打回原形了 苹果之所以没跌是因为在AI这块投入最小所以泡沫也最小","text":"美股这一轮AI调整就是泡沫破裂 除了AMD英伟达甲骨文等凡是跟OPEN AI合作涨起来的都被打回原形了 苹果之所以没跌是因为在AI这块投入最小所以泡沫也最小","html":"美股这一轮AI调整就是泡沫破裂 除了AMD英伟达甲骨文等凡是跟OPEN AI合作涨起来的都被打回原形了 苹果之所以没跌是因为在AI这块投入最小所以泡沫也最小"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":434622134796336,"gmtCreate":1747142455061,"gmtModify":1747190313413,"author":{"id":"3586347563730096","authorId":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586347563730096","idStr":"3586347563730096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 和各位忠实粉丝汇报下5月1号 新的30w起步做到的资金情况 目前在40w 月底做的好的话应该可以翻倍以上，现在的行情切换很快，提前说下今天想法，高开低走 最后纳指估计涨跌都在1个点以内（大概率要跌）我是看跌的 开盘准备平看多期权 开看跌期权 然后选择时机日内平空在看情况是否再开隔夜的多空单。ps熬夜是真的熬不住真的是累[捂脸] 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