Bambam的个人主页 - 老虎社区

Bambam

Bambam

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10-17

他们的目标是在今年生产5000到10000万台供内部使用数字都错了

消息称特斯拉已向国内一家厂商下达零部件大单将用于Optimus人形机器人

10-09

Tesla and Google

09-09

这次美股会不会不一样？

bbg的美股历史估值对比，8个指标的平均值现在又到新高了。过去新高后面都是几年的调整，希望这次打破魔咒，美股牛市延续下去！

这次美股会不会不一样？

09-04

不看curve纯赌的策略，一看就是期权新手策略对tail risk一无所知。

期权女巫 | 一夜市值激增2300亿美元后谷歌还会飙升？这个期权策略预期涨势会暂时“歇歇”

09-03

不能只看一个判决，谷歌ai本身就是第一梯队存在而且有全生态能用。剩下几个一线ai都缺东少西的，只能在特定领域发力。何况ai就是数据，在国外哪个公司能比谷歌有更多数据？

05-23

周三以前谁关心过20年国债。这东西2020年才开始的，最没存在感的国债。所以昨天大跌我就加仓了

05-02

说我像taleb 太荣幸了他就是我努力方向

2024-12-18

$NVDA 自定义 241227 130.0P/137.0C$ 按照预期走差不多可以平了

2024-10-05

这截图截不下来了。1-8，5-7

2024-09-10

每次tesla要来robotaxi我就想空这是一个不可能任务，任何利好都是做空的机会

2024-08-20

$VIX 20240918 45.0 CALL$

2024-08-19

说得好。期权玩法很多，这些才是期权魅力所在

2024-06-05

Sell call加个保护比较好，买个otm的call，控制下损失上限

2023-12-28

$Coinbase Global, Inc. CUSTOM 240216 PUT 155.0/CALL 200.0$ 坚定看多coinbase。运气不错开单第二天coin就爆拉

2023-09-18

大家加油这周fed议息会议，我会交易下波动性

去老虎APP查看更多动态

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数字都错了","listText":"他们的目标是在今年生产5000到10000万台供内部使用 数字都错了","text":"他们的目标是在今年生产5000到10000万台供内部使用 数字都错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490152331042896","repostId":"2576849260","repostType":2,"repost":{"id":"2576849260","kind":"news","pubTimestamp":1760687981,"share":"https://www.laohu8.com/m/news/2576849260?lang=&edition=full","pubTime":"2025-10-17 15:59","market":"us","language":"zh","title":"消息称特斯拉已向国内一家厂商下达零部件大单 将用于Optimus人形机器人","url":"https://stock-news.laohu8.com/highlight/detail?id=2576849260","media":"TechWeb.com.cn","summary":"而在最新的报道中，有外媒提到，特斯拉已向国内一家厂商，下达了一项零部件大单，订单金额高达50亿元。就外媒的报道来看，特斯拉向国内厂商下达的，是线性制动器订单，可能在明年一季度开始交付，将用于Optimus人形机器人的生产，可满足18万台的生产需求，可能是Optimus V3大规模生产。有外媒在报道中提到，特斯拉Optimus V3人形机器人，高1.73米，重57公斤，他们的目标是在今年生产5000到10000万台供内部使用，明年大规模生产10万台。","content":"<html><body><article><p>10月17日消息，据外媒报道，在近几年大热的人形机器人方面，马斯克担任CEO的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是涉足较早的厂商，他们在2021年的AI Day上就宣布了Optimus人形机器人，并在次年的AI Day上正式亮相，在2023年又推出了第二代，计划在今年开始向其他公司交付，目标是在明年生产50000到100000台。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251017155941442v206xrkeg2obdb3\"/><p>从外媒的报道来看，除了已经公布的两代，特斯拉也在准备他们第三代的人形机器人Optimus V3，计划在今年小批量应用，明年开始大规模生产。</p><p>而在最新的报道中，有外媒提到，特斯拉已向国内一家厂商，下达了一项零部件大单，订单金额高达50亿元。</p><p>就外媒的报道来看，特斯拉向国内厂商下达的，是线性制动器订单，可能在明年一季度开始交付，将用于Optimus人形机器人的生产，可满足18万台的生产需求，可能是Optimus V3大规模生产。</p><p>有外媒在报道中提到，特斯拉Optimus V3人形机器人，高1.73米，重57公斤，他们的目标是在今年生产5000到10000万台供内部使用，明年大规模生产10万台。（海蓝）</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>消息称特斯拉已向国内一家厂商下达零部件大单 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.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消息称特斯拉已向国内一家厂商下达零部件大单 将用于Optimus人形机器人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-17 15:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017155941a6be7d76&s=b><strong>TechWeb.com.cn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月17日消息，据外媒报道，在近几年大热的人形机器人方面，马斯克担任CEO的特斯拉是涉足较早的厂商，他们在2021年的AI Day上就宣布了Optimus人形机器人，并在次年的AI Day上正式亮相，在2023年又推出了第二代，计划在今年开始向其他公司交付，目标是在明年生产50000到100000台。从外媒的报道来看，除了已经公布的两代，特斯拉也在准备他们第三代的人形机器人Optimus V3，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017155941a6be7d76&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSYW.SI":"TESLA 3xLongSG261006","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF 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GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017155941a6be7d76&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2576849260","content_text":"10月17日消息，据外媒报道，在近几年大热的人形机器人方面，马斯克担任CEO的特斯拉是涉足较早的厂商，他们在2021年的AI Day上就宣布了Optimus人形机器人，并在次年的AI Day上正式亮相，在2023年又推出了第二代，计划在今年开始向其他公司交付，目标是在明年生产50000到100000台。从外媒的报道来看，除了已经公布的两代，特斯拉也在准备他们第三代的人形机器人Optimus V3，计划在今年小批量应用，明年开始大规模生产。而在最新的报道中，有外媒提到，特斯拉已向国内一家厂商，下达了一项零部件大单，订单金额高达50亿元。就外媒的报道来看，特斯拉向国内厂商下达的，是线性制动器订单，可能在明年一季度开始交付，将用于Optimus人形机器人的生产，可满足18万台的生产需求，可能是Optimus V3大规模生产。有外媒在报道中提到，特斯拉Optimus V3人形机器人，高1.73米，重57公斤，他们的目标是在今年生产5000到10000万台供内部使用，明年大规模生产10万台。（海蓝）","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487079833202920,"gmtCreate":1759945168127,"gmtModify":1759945170560,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"Tesla and Google","listText":"Tesla and Google","text":"Tesla and Google","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487079833202920","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":476791432925216,"gmtCreate":1757426710417,"gmtModify":1757426768347,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"title":"这次美股会不会不一样？","htmlText":"bbg的美股历史估值对比，8个指标的平均值现在又到新高了。过去新高后面都是几年的调整，希望这次打破魔咒，美股牛市延续下去！","listText":"bbg的美股历史估值对比，8个指标的平均值现在又到新高了。过去新高后面都是几年的调整，希望这次打破魔咒，美股牛市延续下去！","text":"bbg的美股历史估值对比，8个指标的平均值现在又到新高了。过去新高后面都是几年的调整，希望这次打破魔咒，美股牛市延续下去！","images":[{"img":"https://static.tigerbbs.com/202f42ecbe236edb47ff44763f5738c8","width":"1170","height":"760"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476791432925216","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":475033075921336,"gmtCreate":1756992991356,"gmtModify":1756992993273,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"不看curve纯赌的策略，一看就是期权新手策略对tail risk一无所知 。","listText":"不看curve纯赌的策略，一看就是期权新手策略对tail risk一无所知 。","text":"不看curve纯赌的策略，一看就是期权新手策略对tail risk一无所知 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475033075921336","repostId":"1198978574","repostType":2,"repost":{"id":"1198978574","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1756956180,"share":"https://www.laohu8.com/m/news/1198978574?lang=&edition=full","pubTime":"2025-09-04 11:23","market":"other","language":"zh","title":"期权女巫 |  一夜市值激增2300亿美元后谷歌还会飙升？这个期权策略预期涨势会暂时“歇歇”","url":"https://stock-news.laohu8.com/highlight/detail?id=1198978574","media":"期权女巫","summary":"当天的涨幅为Alphabet市值增加了 2340 亿美元；苹果股价同步收涨3.81%，市值提升1300亿美元。这意味着谷歌将继续支付数十亿美元作为iPhone默认搜索引擎的费用予苹果。\"艾夫斯同时将Alphabet目标股价调整至245美元。期权策略：策略假设：GOOGL在爆升9%之后，到下周五股价不可能再涨10%。","content":"<html><head></head><body><p style=\"text-align: start;\">周三Alphabet（ <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>，GOOGL ）股价大涨9.14%，因投资者认为谷歌反垄断案裁决结果总体有利于这家科技巨头。当天的涨幅为Alphabet市值增加了 2340 亿美元；苹果股价同步收涨3.81%，市值提升1300亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d376840a062cf7661da6a6ce70ab5436\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">美国司法部在2023年9月启动的反垄断案中曾提议对谷歌进行业务分拆，包括剥离Chrome浏览器。虽然去年谷歌被认定在核心业务互联网搜索领域构成非法垄断，但美国地区法官阿米特·梅塔(Amit Mehta)驳回了司法部提出的最严厉处罚方案。</p><p style=\"text-align: start;\">谷歌无需剥离Chrome浏览器，仍可向预装其产品的公司支付费用，但禁止签订以支付费用或授权为条件的排他性协议。这意味着谷歌将继续支付数十亿美元作为iPhone默认搜索引擎的费用予苹果。</p><p style=\"text-align: start;\">韦德布什证券（Wedbush Securities）全球技术研究主管丹尼尔·艾夫斯（Daniel Ives）在周二报告中表示：&#34;这对苹果是巨大胜利，对谷歌而言更是全垒打式的裁决，消除了悬在股票上的重大阴霾。&#34;</p><p style=\"text-align: start;\">艾夫斯称：&#34;裁决公布后，我们对谷歌搜索业务的长期韧性持更积极态度，并相应上调预期估值。&#34;</p><p style=\"text-align: start;\">艾夫斯同时将Alphabet目标股价调整至245美元。此项裁决还意味着谷歌无需剥离其开发的Android操作系统。鉴于全球约70%智能手机运行该系统，Android被视为谷歌扩大Gemini用户基数的关键工具，为这家美国科技巨头提供了现成的用户基础。</p><h2 id=\"id_154171271\">期权策略：</h2><p><strong>策略假设：</strong>GOOGL在爆升9%之后，到下周五（9月12日）股价不可能再涨10%。</p><p><strong>策略结构：</strong>卖出一张行权价为255美元（较现股价298.24美元有10.55%的上涨空间）、9月12日到期的GOOGL看涨期权，同时买入一张行权价为270美元、9月12日到期 GOOGL 看涨期权</p><p>‌‌<a href=\"https://laohu8.com/OPT/GOOGL 20250912 255.0 CALL SELL 1 | GOOGL 20250912 270.0 CALL BUY 1\" title=\"$GOOGL 跨價 250912 255C/270C$  \" class=\"immutable-element\">$GOOGL 跨價 250912 255C/270C$  </a>‌</p><p><strong>盈亏分析：</strong></p><ul style=\"\"><li><p>最大收益：净权利金19美元（若到期时股价≤ 255 美元，两张期权均无价值，卖方保留全部净收入）。</p></li><li><p>最大亏损 = 1481 美元（若到期时股价≥ 270美元，买入的期权行权价 270 美元，卖出的期权行权价255美元）。</p></li><li><p>盈亏平衡点：255.19 美元（到期股价低于此价则盈利，高于则亏损）。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c3368292e92d9048832976ec0556ba9\" title=\"\" tg-width=\"1170\" tg-height=\"1392\"/></p><p><strong>适用场景：</strong></p><ul style=\"\"><li><p>投资者预期 GOOGL 股价在9月12日前上涨幅度不会超过10%（股价到期前低于255美元）；</p></li></ul><p><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></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>期权女巫 |  一夜市值激增2300亿美元后谷歌还会飙升？这个期权策略预期涨势会暂时“歇歇”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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期权女巫 |  一夜市值激增2300亿美元后谷歌还会飙升？这个期权策略预期涨势会暂时“歇歇”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-09-04 11:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">周三Alphabet（ <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>，GOOGL ）股价大涨9.14%，因投资者认为谷歌反垄断案裁决结果总体有利于这家科技巨头。当天的涨幅为Alphabet市值增加了 2340 亿美元；苹果股价同步收涨3.81%，市值提升1300亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d376840a062cf7661da6a6ce70ab5436\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">美国司法部在2023年9月启动的反垄断案中曾提议对谷歌进行业务分拆，包括剥离Chrome浏览器。虽然去年谷歌被认定在核心业务互联网搜索领域构成非法垄断，但美国地区法官阿米特·梅塔(Amit Mehta)驳回了司法部提出的最严厉处罚方案。</p><p style=\"text-align: start;\">谷歌无需剥离Chrome浏览器，仍可向预装其产品的公司支付费用，但禁止签订以支付费用或授权为条件的排他性协议。这意味着谷歌将继续支付数十亿美元作为iPhone默认搜索引擎的费用予苹果。</p><p style=\"text-align: start;\">韦德布什证券（Wedbush Securities）全球技术研究主管丹尼尔·艾夫斯（Daniel Ives）在周二报告中表示：&#34;这对苹果是巨大胜利，对谷歌而言更是全垒打式的裁决，消除了悬在股票上的重大阴霾。&#34;</p><p style=\"text-align: start;\">艾夫斯称：&#34;裁决公布后，我们对谷歌搜索业务的长期韧性持更积极态度，并相应上调预期估值。&#34;</p><p style=\"text-align: start;\">艾夫斯同时将Alphabet目标股价调整至245美元。此项裁决还意味着谷歌无需剥离其开发的Android操作系统。鉴于全球约70%智能手机运行该系统，Android被视为谷歌扩大Gemini用户基数的关键工具，为这家美国科技巨头提供了现成的用户基础。</p><h2 id=\"id_154171271\">期权策略：</h2><p><strong>策略假设：</strong>GOOGL在爆升9%之后，到下周五（9月12日）股价不可能再涨10%。</p><p><strong>策略结构：</strong>卖出一张行权价为255美元（较现股价298.24美元有10.55%的上涨空间）、9月12日到期的GOOGL看涨期权，同时买入一张行权价为270美元、9月12日到期 GOOGL 看涨期权</p><p>‌‌<a href=\"https://laohu8.com/OPT/GOOGL 20250912 255.0 CALL SELL 1 | GOOGL 20250912 270.0 CALL BUY 1\" title=\"$GOOGL 跨價 250912 255C/270C$  \" class=\"immutable-element\">$GOOGL 跨價 250912 255C/270C$  </a>‌</p><p><strong>盈亏分析：</strong></p><ul style=\"\"><li><p>最大收益：净权利金19美元（若到期时股价≤ 255 美元，两张期权均无价值，卖方保留全部净收入）。</p></li><li><p>最大亏损 = 1481 美元（若到期时股价≥ 270美元，买入的期权行权价 270 美元，卖出的期权行权价255美元）。</p></li><li><p>盈亏平衡点：255.19 美元（到期股价低于此价则盈利，高于则亏损）。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c3368292e92d9048832976ec0556ba9\" title=\"\" tg-width=\"1170\" tg-height=\"1392\"/></p><p><strong>适用场景：</strong></p><ul style=\"\"><li><p>投资者预期 GOOGL 股价在9月12日前上涨幅度不会超过10%（股价到期前低于255美元）；</p></li></ul><p><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/dc1958376547351be2a8b2c3498db8bb","relate_stocks":{"GOOG":"谷歌","GGLL":"2倍做多GOOGL-Direxion","GOOGL":"谷歌A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198978574","content_text":"周三Alphabet（ 谷歌A，GOOGL ）股价大涨9.14%，因投资者认为谷歌反垄断案裁决结果总体有利于这家科技巨头。当天的涨幅为Alphabet市值增加了 2340 亿美元；苹果股价同步收涨3.81%，市值提升1300亿美元。美国司法部在2023年9月启动的反垄断案中曾提议对谷歌进行业务分拆，包括剥离Chrome浏览器。虽然去年谷歌被认定在核心业务互联网搜索领域构成非法垄断，但美国地区法官阿米特·梅塔(Amit Mehta)驳回了司法部提出的最严厉处罚方案。谷歌无需剥离Chrome浏览器，仍可向预装其产品的公司支付费用，但禁止签订以支付费用或授权为条件的排他性协议。这意味着谷歌将继续支付数十亿美元作为iPhone默认搜索引擎的费用予苹果。韦德布什证券（Wedbush Securities）全球技术研究主管丹尼尔·艾夫斯（Daniel Ives）在周二报告中表示：\"这对苹果是巨大胜利，对谷歌而言更是全垒打式的裁决，消除了悬在股票上的重大阴霾。\"艾夫斯称：\"裁决公布后，我们对谷歌搜索业务的长期韧性持更积极态度，并相应上调预期估值。\"艾夫斯同时将Alphabet目标股价调整至245美元。此项裁决还意味着谷歌无需剥离其开发的Android操作系统。鉴于全球约70%智能手机运行该系统，Android被视为谷歌扩大Gemini用户基数的关键工具，为这家美国科技巨头提供了现成的用户基础。期权策略：策略假设：GOOGL在爆升9%之后，到下周五（9月12日）股价不可能再涨10%。策略结构：卖出一张行权价为255美元（较现股价298.24美元有10.55%的上涨空间）、9月12日到期的GOOGL看涨期权，同时买入一张行权价为270美元、9月12日到期 GOOGL 看涨期权‌‌$GOOGL 跨價 250912 255C/270C$  ‌盈亏分析：最大收益：净权利金19美元（若到期时股价≤ 255 美元，两张期权均无价值，卖方保留全部净收入）。最大亏损 = 1481 美元（若到期时股价≥ 270美元，买入的期权行权价 270 美元，卖出的期权行权价255美元）。盈亏平衡点：255.19 美元（到期股价低于此价则盈利，高于则亏损）。适用场景：投资者预期 GOOGL 股价在9月12日前上涨幅度不会超过10%（股价到期前低于255美元）；免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"GGLL":1.1,"GOOG":1.1,"GOOGL":1.1}},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474653827584736,"gmtCreate":1756903163533,"gmtModify":1756903165706,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"不能只看一个判决，谷歌ai本身就是第一梯队存在而且有全生态能用。剩下几个一线ai都缺东少西的，只能在特定领域发力。何况ai就是数据，在国外哪个公司能比谷歌有更多数据？","listText":"不能只看一个判决，谷歌ai本身就是第一梯队存在而且有全生态能用。剩下几个一线ai都缺东少西的，只能在特定领域发力。何况ai就是数据，在国外哪个公司能比谷歌有更多数据？","text":"不能只看一个判决，谷歌ai本身就是第一梯队存在而且有全生态能用。剩下几个一线ai都缺东少西的，只能在特定领域发力。何况ai就是数据，在国外哪个公司能比谷歌有更多数据？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474653827584736","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437879922213600,"gmtCreate":1747939357074,"gmtModify":1747939358693,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"周三以前 谁关心过20年国债。这东西2020年才开始的，最没存在感的国债。所以昨天大跌我就加仓了","listText":"周三以前 谁关心过20年国债。这东西2020年才开始的，最没存在感的国债。所以昨天大跌我就加仓了","text":"周三以前 谁关心过20年国债。这东西2020年才开始的，最没存在感的国债。所以昨天大跌我就加仓了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437879922213600","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430656927207704,"gmtCreate":1746162321278,"gmtModify":1746163294361,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"说我像taleb 太荣幸了 他就是我努力方向","listText":"说我像taleb 太荣幸了 他就是我努力方向","text":"说我像taleb 太荣幸了 他就是我努力方向","images":[{"img":"https://static.tigerbbs.com/86d207c677fd7ee6045ae9a4a62416a9"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430656927207704","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382951428731320,"gmtCreate":1734536266468,"gmtModify":1734536301001,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20241227 130.0 PUT SELL 1 | NVDA 20241227 137.0 CALL BUY 1\">$NVDA 自定义 241227 130.0P/137.0C$</a> 按照预期走 差不多可以平了","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20241227 130.0 PUT SELL 1 | NVDA 20241227 137.0 CALL BUY 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差不多可以平了","images":[{"img":"https://static.tigerbbs.com/80fef9d4a37b9e81eb0c9e4d9b789e05","width":"1170","height":"4113"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382951428731320","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":356589524959520,"gmtCreate":1728059965450,"gmtModify":1728097977578,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"这截图截不下来了。1-8，5-7","listText":"这截图截不下来了。1-8，5-7","text":"这截图截不下来了。1-8，5-7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356589524959520","isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347609227714872,"gmtCreate":1725906476674,"gmtModify":1725906479467,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"每次tesla要来robotaxi我就想空 这是一个不可能任务，任何利好都是做空的机会","listText":"每次tesla要来robotaxi我就想空 这是一个不可能任务，任何利好都是做空的机会","text":"每次tesla要来robotaxi我就想空 这是一个不可能任务，任何利好都是做空的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347609227714872","isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340194644746600,"gmtCreate":1724097436107,"gmtModify":1724105681359,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/VIX 20240918 45.0 CALL\">$VIX 20240918 45.0 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/VIX 20240918 45.0 CALL\">$VIX 20240918 45.0 CALL$</a>&nbsp;","text":"$VIX 20240918 45.0 CALL$","images":[{"img":"https://static.tigerbbs.com/72b3df4d8eaafa094da3e5053bd21b38","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340194644746600","isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340165436510224,"gmtCreate":1724078990877,"gmtModify":1724078992718,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"说得好。期权玩法很多，这些才是期权魅力所在","listText":"说得好。期权玩法很多，这些才是期权魅力所在","text":"说得好。期权玩法很多，这些才是期权魅力所在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340165436510224","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313366760976552,"gmtCreate":1717521229787,"gmtModify":1717521794085,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"Sell call加个保护比较好，买个otm的call，控制下损失上限 ","listText":"Sell call加个保护比较好，买个otm的call，控制下损失上限 ","text":"Sell call加个保护比较好，买个otm的call，控制下损失上限 ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313366760976552","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256997645525304,"gmtCreate":1703777064316,"gmtModify":1703778504627,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/COIN 20240216 155.0 PUT SELL 1 | COIN 20240216 200.0 CALL BUY 1\">$Coinbase Global, Inc. CUSTOM 240216 PUT 155.0/CALL 200.0$&nbsp;</a> 坚定看多coinbase。 运气不错 开单第二天coin就爆拉","listText":"<a href=\"https://laohu8.com/OPT/COIN 20240216 155.0 PUT SELL 1 | COIN 20240216 200.0 CALL BUY 1\">$Coinbase Global, Inc. CUSTOM 240216 PUT 155.0/CALL 200.0$&nbsp;</a> 坚定看多coinbase。 运气不错 开单第二天coin就爆拉","text":"$Coinbase Global, Inc. CUSTOM 240216 PUT 155.0/CALL 200.0$ 坚定看多coinbase。 运气不错 开单第二天coin就爆拉","images":[{"img":"https://static.tigerbbs.com/183882952ed75b0c9593cfa6e08a5bb9","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/256997645525304","isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"content":"无所谓 2月的期权 交易的是etf利好","text":"无所谓 2月的期权 交易的是etf利好","html":"无所谓 2月的期权 交易的是etf利好"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":221223631675512,"gmtCreate":1695032600174,"gmtModify":1695032684629,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"大家加油 这周fed议息会议，我会交易下波动性","listText":"大家加油 这周fed议息会议，我会交易下波动性","text":"大家加油 这周fed议息会议，我会交易下波动性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221223631675512","isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":256997645525304,"gmtCreate":1703777064316,"gmtModify":1703778504627,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/COIN 20240216 155.0 PUT SELL 1 | COIN 20240216 200.0 CALL BUY 1\">$Coinbase Global, Inc. 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CUSTOM 240216 PUT 155.0/CALL 200.0$ 坚定看多coinbase。 运气不错 开单第二天coin就爆拉","images":[{"img":"https://static.tigerbbs.com/183882952ed75b0c9593cfa6e08a5bb9","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/256997645525304","isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"content":"无所谓 2月的期权 交易的是etf利好","text":"无所谓 2月的期权 交易的是etf利好","html":"无所谓 2月的期权 交易的是etf利好"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":347609227714872,"gmtCreate":1725906476674,"gmtModify":1725906479467,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"每次tesla要来robotaxi我就想空 这是一个不可能任务，任何利好都是做空的机会","listText":"每次tesla要来robotaxi我就想空 这是一个不可能任务，任何利好都是做空的机会","text":"每次tesla要来robotaxi我就想空 这是一个不可能任务，任何利好都是做空的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347609227714872","isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490152331042896,"gmtCreate":1760693023024,"gmtModify":1760693025422,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"他们的目标是在今年生产5000到10000万台供内部使用 数字都错了","listText":"他们的目标是在今年生产5000到10000万台供内部使用 数字都错了","text":"他们的目标是在今年生产5000到10000万台供内部使用 数字都错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490152331042896","repostId":"2576849260","repostType":2,"repost":{"id":"2576849260","kind":"news","pubTimestamp":1760687981,"share":"https://www.laohu8.com/m/news/2576849260?lang=&edition=full","pubTime":"2025-10-17 15:59","market":"us","language":"zh","title":"消息称特斯拉已向国内一家厂商下达零部件大单 将用于Optimus人形机器人","url":"https://stock-news.laohu8.com/highlight/detail?id=2576849260","media":"TechWeb.com.cn","summary":"而在最新的报道中，有外媒提到，特斯拉已向国内一家厂商，下达了一项零部件大单，订单金额高达50亿元。就外媒的报道来看，特斯拉向国内厂商下达的，是线性制动器订单，可能在明年一季度开始交付，将用于Optimus人形机器人的生产，可满足18万台的生产需求，可能是Optimus V3大规模生产。有外媒在报道中提到，特斯拉Optimus V3人形机器人，高1.73米，重57公斤，他们的目标是在今年生产5000到10000万台供内部使用，明年大规模生产10万台。","content":"<html><body><article><p>10月17日消息，据外媒报道，在近几年大热的人形机器人方面，马斯克担任CEO的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是涉足较早的厂商，他们在2021年的AI Day上就宣布了Optimus人形机器人，并在次年的AI Day上正式亮相，在2023年又推出了第二代，计划在今年开始向其他公司交付，目标是在明年生产50000到100000台。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251017155941442v206xrkeg2obdb3\"/><p>从外媒的报道来看，除了已经公布的两代，特斯拉也在准备他们第三代的人形机器人Optimus V3，计划在今年小批量应用，明年开始大规模生产。</p><p>而在最新的报道中，有外媒提到，特斯拉已向国内一家厂商，下达了一项零部件大单，订单金额高达50亿元。</p><p>就外媒的报道来看，特斯拉向国内厂商下达的，是线性制动器订单，可能在明年一季度开始交付，将用于Optimus人形机器人的生产，可满足18万台的生产需求，可能是Optimus V3大规模生产。</p><p>有外媒在报道中提到，特斯拉Optimus V3人形机器人，高1.73米，重57公斤，他们的目标是在今年生产5000到10000万台供内部使用，明年大规模生产10万台。（海蓝）</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>消息称特斯拉已向国内一家厂商下达零部件大单 将用于Optimus人形机器人</title>\n<style 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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消息称特斯拉已向国内一家厂商下达零部件大单 将用于Optimus人形机器人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-17 15:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017155941a6be7d76&s=b><strong>TechWeb.com.cn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月17日消息，据外媒报道，在近几年大热的人形机器人方面，马斯克担任CEO的特斯拉是涉足较早的厂商，他们在2021年的AI Day上就宣布了Optimus人形机器人，并在次年的AI Day上正式亮相，在2023年又推出了第二代，计划在今年开始向其他公司交付，目标是在明年生产50000到100000台。从外媒的报道来看，除了已经公布的两代，特斯拉也在准备他们第三代的人形机器人Optimus V3，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017155941a6be7d76&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSYW.SI":"TESLA 3xLongSG261006","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF 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GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017155941a6be7d76&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2576849260","content_text":"10月17日消息，据外媒报道，在近几年大热的人形机器人方面，马斯克担任CEO的特斯拉是涉足较早的厂商，他们在2021年的AI Day上就宣布了Optimus人形机器人，并在次年的AI Day上正式亮相，在2023年又推出了第二代，计划在今年开始向其他公司交付，目标是在明年生产50000到100000台。从外媒的报道来看，除了已经公布的两代，特斯拉也在准备他们第三代的人形机器人Optimus V3，计划在今年小批量应用，明年开始大规模生产。而在最新的报道中，有外媒提到，特斯拉已向国内一家厂商，下达了一项零部件大单，订单金额高达50亿元。就外媒的报道来看，特斯拉向国内厂商下达的，是线性制动器订单，可能在明年一季度开始交付，将用于Optimus人形机器人的生产，可满足18万台的生产需求，可能是Optimus V3大规模生产。有外媒在报道中提到，特斯拉Optimus V3人形机器人，高1.73米，重57公斤，他们的目标是在今年生产5000到10000万台供内部使用，明年大规模生产10万台。（海蓝）","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487079833202920,"gmtCreate":1759945168127,"gmtModify":1759945170560,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"Tesla and Google","listText":"Tesla and Google","text":"Tesla and Google","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487079833202920","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":475033075921336,"gmtCreate":1756992991356,"gmtModify":1756992993273,"author":{"id":"4133986523526472","authorId":"4133986523526472","name":"Bambam","avatar":"https://static.tigerbbs.com/dfb1c1a01a438ee7e9b40fa95d9ba063","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133986523526472","authorIdStr":"4133986523526472"},"themes":[],"htmlText":"不看curve纯赌的策略，一看就是期权新手策略对tail risk一无所知 。","listText":"不看curve纯赌的策略，一看就是期权新手策略对tail risk一无所知 。","text":"不看curve纯赌的策略，一看就是期权新手策略对tail risk一无所知 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475033075921336","repostId":"1198978574","repostType":2,"repost":{"id":"1198978574","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1756956180,"share":"https://www.laohu8.com/m/news/1198978574?lang=&edition=full","pubTime":"2025-09-04 11:23","market":"other","language":"zh","title":"期权女巫 |  一夜市值激增2300亿美元后谷歌还会飙升？这个期权策略预期涨势会暂时“歇歇”","url":"https://stock-news.laohu8.com/highlight/detail?id=1198978574","media":"期权女巫","summary":"当天的涨幅为Alphabet市值增加了 2340 亿美元；苹果股价同步收涨3.81%，市值提升1300亿美元。这意味着谷歌将继续支付数十亿美元作为iPhone默认搜索引擎的费用予苹果。\"艾夫斯同时将Alphabet目标股价调整至245美元。期权策略：策略假设：GOOGL在爆升9%之后，到下周五股价不可能再涨10%。","content":"<html><head></head><body><p style=\"text-align: start;\">周三Alphabet（ <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>，GOOGL ）股价大涨9.14%，因投资者认为谷歌反垄断案裁决结果总体有利于这家科技巨头。当天的涨幅为Alphabet市值增加了 2340 亿美元；苹果股价同步收涨3.81%，市值提升1300亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d376840a062cf7661da6a6ce70ab5436\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">美国司法部在2023年9月启动的反垄断案中曾提议对谷歌进行业务分拆，包括剥离Chrome浏览器。虽然去年谷歌被认定在核心业务互联网搜索领域构成非法垄断，但美国地区法官阿米特·梅塔(Amit Mehta)驳回了司法部提出的最严厉处罚方案。</p><p style=\"text-align: start;\">谷歌无需剥离Chrome浏览器，仍可向预装其产品的公司支付费用，但禁止签订以支付费用或授权为条件的排他性协议。这意味着谷歌将继续支付数十亿美元作为iPhone默认搜索引擎的费用予苹果。</p><p style=\"text-align: start;\">韦德布什证券（Wedbush Securities）全球技术研究主管丹尼尔·艾夫斯（Daniel Ives）在周二报告中表示：&#34;这对苹果是巨大胜利，对谷歌而言更是全垒打式的裁决，消除了悬在股票上的重大阴霾。&#34;</p><p style=\"text-align: start;\">艾夫斯称：&#34;裁决公布后，我们对谷歌搜索业务的长期韧性持更积极态度，并相应上调预期估值。&#34;</p><p style=\"text-align: start;\">艾夫斯同时将Alphabet目标股价调整至245美元。此项裁决还意味着谷歌无需剥离其开发的Android操作系统。鉴于全球约70%智能手机运行该系统，Android被视为谷歌扩大Gemini用户基数的关键工具，为这家美国科技巨头提供了现成的用户基础。</p><h2 id=\"id_154171271\">期权策略：</h2><p><strong>策略假设：</strong>GOOGL在爆升9%之后，到下周五（9月12日）股价不可能再涨10%。</p><p><strong>策略结构：</strong>卖出一张行权价为255美元（较现股价298.24美元有10.55%的上涨空间）、9月12日到期的GOOGL看涨期权，同时买入一张行权价为270美元、9月12日到期 GOOGL 看涨期权</p><p>‌‌<a href=\"https://laohu8.com/OPT/GOOGL 20250912 255.0 CALL SELL 1 | GOOGL 20250912 270.0 CALL BUY 1\" title=\"$GOOGL 跨價 250912 255C/270C$  \" class=\"immutable-element\">$GOOGL 跨價 250912 255C/270C$  </a>‌</p><p><strong>盈亏分析：</strong></p><ul style=\"\"><li><p>最大收益：净权利金19美元（若到期时股价≤ 255 美元，两张期权均无价值，卖方保留全部净收入）。</p></li><li><p>最大亏损 = 1481 美元（若到期时股价≥ 270美元，买入的期权行权价 270 美元，卖出的期权行权价255美元）。</p></li><li><p>盈亏平衡点：255.19 美元（到期股价低于此价则盈利，高于则亏损）。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c3368292e92d9048832976ec0556ba9\" title=\"\" tg-width=\"1170\" tg-height=\"1392\"/></p><p><strong>适用场景：</strong></p><ul style=\"\"><li><p>投资者预期 GOOGL 股价在9月12日前上涨幅度不会超过10%（股价到期前低于255美元）；</p></li></ul><p><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></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>期权女巫 |  一夜市值激增2300亿美元后谷歌还会飙升？这个期权策略预期涨势会暂时“歇歇”</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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期权女巫 |  一夜市值激增2300亿美元后谷歌还会飙升？这个期权策略预期涨势会暂时“歇歇”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-09-04 11:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">周三Alphabet（ <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>，GOOGL ）股价大涨9.14%，因投资者认为谷歌反垄断案裁决结果总体有利于这家科技巨头。当天的涨幅为Alphabet市值增加了 2340 亿美元；苹果股价同步收涨3.81%，市值提升1300亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d376840a062cf7661da6a6ce70ab5436\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">美国司法部在2023年9月启动的反垄断案中曾提议对谷歌进行业务分拆，包括剥离Chrome浏览器。虽然去年谷歌被认定在核心业务互联网搜索领域构成非法垄断，但美国地区法官阿米特·梅塔(Amit Mehta)驳回了司法部提出的最严厉处罚方案。</p><p style=\"text-align: start;\">谷歌无需剥离Chrome浏览器，仍可向预装其产品的公司支付费用，但禁止签订以支付费用或授权为条件的排他性协议。这意味着谷歌将继续支付数十亿美元作为iPhone默认搜索引擎的费用予苹果。</p><p style=\"text-align: start;\">韦德布什证券（Wedbush Securities）全球技术研究主管丹尼尔·艾夫斯（Daniel Ives）在周二报告中表示：&#34;这对苹果是巨大胜利，对谷歌而言更是全垒打式的裁决，消除了悬在股票上的重大阴霾。&#34;</p><p style=\"text-align: start;\">艾夫斯称：&#34;裁决公布后，我们对谷歌搜索业务的长期韧性持更积极态度，并相应上调预期估值。&#34;</p><p style=\"text-align: start;\">艾夫斯同时将Alphabet目标股价调整至245美元。此项裁决还意味着谷歌无需剥离其开发的Android操作系统。鉴于全球约70%智能手机运行该系统，Android被视为谷歌扩大Gemini用户基数的关键工具，为这家美国科技巨头提供了现成的用户基础。</p><h2 id=\"id_154171271\">期权策略：</h2><p><strong>策略假设：</strong>GOOGL在爆升9%之后，到下周五（9月12日）股价不可能再涨10%。</p><p><strong>策略结构：</strong>卖出一张行权价为255美元（较现股价298.24美元有10.55%的上涨空间）、9月12日到期的GOOGL看涨期权，同时买入一张行权价为270美元、9月12日到期 GOOGL 看涨期权</p><p>‌‌<a href=\"https://laohu8.com/OPT/GOOGL 20250912 255.0 CALL SELL 1 | GOOGL 20250912 270.0 CALL BUY 1\" title=\"$GOOGL 跨價 250912 255C/270C$  \" class=\"immutable-element\">$GOOGL 跨價 250912 255C/270C$  </a>‌</p><p><strong>盈亏分析：</strong></p><ul style=\"\"><li><p>最大收益：净权利金19美元（若到期时股价≤ 255 美元，两张期权均无价值，卖方保留全部净收入）。</p></li><li><p>最大亏损 = 1481 美元（若到期时股价≥ 270美元，买入的期权行权价 270 美元，卖出的期权行权价255美元）。</p></li><li><p>盈亏平衡点：255.19 美元（到期股价低于此价则盈利，高于则亏损）。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c3368292e92d9048832976ec0556ba9\" title=\"\" tg-width=\"1170\" tg-height=\"1392\"/></p><p><strong>适用场景：</strong></p><ul style=\"\"><li><p>投资者预期 GOOGL 股价在9月12日前上涨幅度不会超过10%（股价到期前低于255美元）；</p></li></ul><p><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/dc1958376547351be2a8b2c3498db8bb","relate_stocks":{"GOOG":"谷歌","GGLL":"2倍做多GOOGL-Direxion","GOOGL":"谷歌A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198978574","content_text":"周三Alphabet（ 谷歌A，GOOGL ）股价大涨9.14%，因投资者认为谷歌反垄断案裁决结果总体有利于这家科技巨头。当天的涨幅为Alphabet市值增加了 2340 亿美元；苹果股价同步收涨3.81%，市值提升1300亿美元。美国司法部在2023年9月启动的反垄断案中曾提议对谷歌进行业务分拆，包括剥离Chrome浏览器。虽然去年谷歌被认定在核心业务互联网搜索领域构成非法垄断，但美国地区法官阿米特·梅塔(Amit Mehta)驳回了司法部提出的最严厉处罚方案。谷歌无需剥离Chrome浏览器，仍可向预装其产品的公司支付费用，但禁止签订以支付费用或授权为条件的排他性协议。这意味着谷歌将继续支付数十亿美元作为iPhone默认搜索引擎的费用予苹果。韦德布什证券（Wedbush Securities）全球技术研究主管丹尼尔·艾夫斯（Daniel Ives）在周二报告中表示：\"这对苹果是巨大胜利，对谷歌而言更是全垒打式的裁决，消除了悬在股票上的重大阴霾。\"艾夫斯称：\"裁决公布后，我们对谷歌搜索业务的长期韧性持更积极态度，并相应上调预期估值。\"艾夫斯同时将Alphabet目标股价调整至245美元。此项裁决还意味着谷歌无需剥离其开发的Android操作系统。鉴于全球约70%智能手机运行该系统，Android被视为谷歌扩大Gemini用户基数的关键工具，为这家美国科技巨头提供了现成的用户基础。期权策略：策略假设：GOOGL在爆升9%之后，到下周五（9月12日）股价不可能再涨10%。策略结构：卖出一张行权价为255美元（较现股价298.24美元有10.55%的上涨空间）、9月12日到期的GOOGL看涨期权，同时买入一张行权价为270美元、9月12日到期 GOOGL 看涨期权‌‌$GOOGL 跨價 250912 255C/270C$  ‌盈亏分析：最大收益：净权利金19美元（若到期时股价≤ 255 美元，两张期权均无价值，卖方保留全部净收入）。最大亏损 = 1481 美元（若到期时股价≥ 270美元，买入的期权行权价 270 美元，卖出的期权行权价255美元）。盈亏平衡点：255.19 美元（到期股价低于此价则盈利，高于则亏损）。适用场景：投资者预期 GOOGL 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