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Leon__HK
07-20
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@期权小班长:二季度财报通病
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href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 台积电财报股价冲高回落，我觉得主要问题跟昨天说的差不多，Q3预计环比增长4%，没有给出特别有诱惑力的数字，外加之前股价已创下新高，所以即便管理层非常看好AI前景，股价涨幅也没有超过预测区间。本季度财报情况可能都会比较类似，Q2大幅透支全年预期，披露后股价高开低走。需要注意的是数据中心类股票，台积电管理层表示数据中心需求异常强劲 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> ，Q3预期或好于芯片类AI概念股。具体情况到时候再看。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 空头毫无还手之力，投降了开始卖170put。本周看涨期权开仓有点逼空趋势。long call大单从7月18日130call roll仓到 9月170call。明天有一定概率会收175附近，类似上周五7月11日。现在可以做下周到期sell put <a href=\"https://laohu8.com/OPT/NVDA%2020250725%20170.0%20PUT\">$NVDA 20250725 170.0 PUT$</a> ，不要上杠杆。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉财报预期有变！可能不是很差。<a href=\"https://laohu8.com/TW/456975431561880\" target=\"_blank\">300以下看跌那哥们</a>周三关了一半的仓位，不知道是什么情况，难道是被特斯拉突破趋势吓到了不打算正面做空了？而且看涨期权开仓里罕见出现近期看涨买入 <a href=\"\"></a>","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 台积电财报股价冲高回落，我觉得主要问题跟昨天说的差不多，Q3预计环比增长4%，没有给出特别有诱惑力的数字，外加之前股价已创下新高，所以即便管理层非常看好AI前景，股价涨幅也没有超过预测区间。本季度财报情况可能都会比较类似，Q2大幅透支全年预期，披露后股价高开低走。需要注意的是数据中心类股票，台积电管理层表示数据中心需求异常强劲 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> ，Q3预期或好于芯片类AI概念股。具体情况到时候再看。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 空头毫无还手之力，投降了开始卖170put。本周看涨期权开仓有点逼空趋势。long call大单从7月18日130call roll仓到 9月170call。明天有一定概率会收175附近，类似上周五7月11日。现在可以做下周到期sell put <a href=\"https://laohu8.com/OPT/NVDA%2020250725%20170.0%20PUT\">$NVDA 20250725 170.0 PUT$</a> ，不要上杠杆。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉财报预期有变！可能不是很差。<a href=\"https://laohu8.com/TW/456975431561880\" target=\"_blank\">300以下看跌那哥们</a>周三关了一半的仓位，不知道是什么情况，难道是被特斯拉突破趋势吓到了不打算正面做空了？而且看涨期权开仓里罕见出现近期看涨买入 <a href=\"\"></a>","text":"$台积电(TSM)$ 台积电财报股价冲高回落，我觉得主要问题跟昨天说的差不多，Q3预计环比增长4%，没有给出特别有诱惑力的数字，外加之前股价已创下新高，所以即便管理层非常看好AI前景，股价涨幅也没有超过预测区间。本季度财报情况可能都会比较类似，Q2大幅透支全年预期，披露后股价高开低走。需要注意的是数据中心类股票，台积电管理层表示数据中心需求异常强劲 $CoreWeave, Inc.(CRWV)$ 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