大内金虎零零发的个人主页 - 老虎社区

大内金虎零零发

大内金虎零零发

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大内金虎零零发

2023-11-27

脑子里没被人灌入二十斤水说不出这话

专家：未来房价上涨压力很大！因新开工面积大幅下降

大内金虎零零发

2023-11-23

2023马上要结束了。原计划挣100万，现在还差120万。谁能比我惨[捂脸] [捂脸] [捂脸]

大内金虎零零发

2023-02-10

$ARK Innovation ETF(ARKK)$ 怎么跌成这个B样子了啊

大内金虎零零发

2024-04-23

直接做空，目标价100

期权女巫 | Tesla本周可能因业绩剧烈波动，利用宽跨式策略来减轻风险

大内金虎零零发

2024-02-20

牛皮啊啊啊啊

抱歉，原内容已删除

大内金虎零零发

2023-06-14

今天我们聊聊最近的人气王英伟达吧英伟达公司（NVIDIA Corporation）成立于1993年，总部位于美国加利福尼亚州圣克拉拉市。英伟达是一家全球领先的计算机技术公司，专注于设计和制造图形处理器（GPU）和系统芯片。该公司以其高性能的GPU产品而闻名，广泛应用于游戏、人工智能、数据中心等领域。英伟达在游戏领域拥有强大的市场地位，其GPU产品被广泛用于游戏主机、个人电脑和移动设备，为用户提供卓越的游戏体验。同时，英伟达还通过其GeForce品牌为游戏开发者提供开发工具和技术支持，推动游戏行业的发展。在人工智能领域，英伟达的GPU被广泛应用于深度学习和机器学习任务，为科学家和研究人员提供强大的计算能力。该公司还开发了一系列针对人工智能应用的软件工具和平台，帮助用户进行模型训练、推理和部署。英伟达还在数据中心和云计算领域拥有一定的市场份额，其GPU产品被用于加速数据中心的计算和图形处理任务，提高数据处理效率和性能。除了GPU产品，英伟达还开发和销售其他计算机相关的产品，如系统芯片、网络芯片和汽车电子产品。该公司在汽车领域的产品主要用于自动驾驶技术和车载娱乐系统。英伟达以其创新的技术和产品而受到广泛认可，连续多年被评为全球最受尊敬的公司之一。

大内金虎零零发

02-19

Did

@期权小班长:神秘大单做空英伟达波动率，或内定财报波动区间

大内金虎零零发

02-18

Hh

@期权小班长:2月月权到期周，批量期权作废不得不防

大内金虎零零发

02-17

Fff

13F追踪 | 科技股仍是市场“宠儿”，桥水擒获AI牛股Applovin；巴菲特还在减持美银，ARK减持前五大重仓股

大内金虎零零发

01-29

哈哈哈哈😂

抱歉，原内容已删除

大内金虎零零发

01-14

[财迷] [财迷]

@美股解毒师:2025年10大最佳股票精选(Seeking Alpha)

大内金虎零零发

01-10

花旗、高盛、摩根大通、美国银行、台积电即将发布财报

查看详情：花旗、高盛、摩根大通、美国银行、台积电即将发布财报来老虎掌握热门财报前瞻，限时领股票代金券好礼[财迷] [财迷]

花旗、高盛、摩根大通、美国银行、台积电即将发布财报

大内金虎零零发

2024-12-16

Disgusting

抱歉，原内容已删除

大内金虎零零发

2024-11-12

冲入

大内金虎零零发

2024-06-18

能不能邀请世界知名美女投资人来上课啊？，我估计我会沉迷投资学习不能自拔[捂脸][捂脸][捂脸][捂脸][捂脸]

大内金虎零零发

2024-06-12

掐指一算加入老虎🐯应该五载有余

大内金虎零零发

2024-05-08

天啦，宇宙杭要取消限购？这不又得掀起地产行业一阵腥风血雨了，可怕😱

杭州四个核心区将取消新房限购？官方回应来了

大内金虎零零发

2024-02-14

2024必须暴富报复

大内金虎零零发

2024-01-09

暴富2024冲冲冲[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]

大内金虎零零发

2024-01-08

2023发财啦[财迷] 2024再接再厉[龇牙] [龇牙] [龇牙] [龇牙] [龇牙]

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周到期看涨期权继续大量开仓，但看跌期权也在反向拉扯，虽然拉扯力度不是很大，看跌开仓主力就是140、139以及135。本周收盘很可能在135～140之间。值得注意的是，有人开仓12万手下周到期140call <a href=\"https://laohu8.com/OPT/NVDA%2020250228%20140.0%20CALL\">$NVDA 20250228 140.0 CALL$</a>和140put <a href=\"https://laohu8.com/OPT/NVDA 20250228 140.0 PUT\">$NVDA 20250228 140.0 PUT$&nbsp;</a> 根据成交价来看，大概率都是双卖策略，sell call和sell put，典型看跌财报波动率，根据其策略可推测英伟达下周波动区间126.4～153.6，涨跌幅不超过10%。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉这是要骗一波本周看涨的节奏，周五收盘上限不好说，但下限大概率不低于350。<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> put开仓就那么回事，目测回调最低到33，还是看涨力量更强，看涨期权迫不及待入场做多。40以上行权价的看涨期权开仓特别积极。值得注意的有两个大单，一个是总开仓22万手的铁鹰策略，方向不是很明确行权价距离又很近，可以有多种组合。不过仅从开仓考虑，这种量级开仓将股价锁定在某一区间内，即34.5～37。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周到期看涨期权继续大量开仓，但看跌期权也在反向拉扯，虽然拉扯力度不是很大，看跌开仓主力就是140、139以及135。本周收盘很可能在135～140之间。值得注意的是，有人开仓12万手下周到期140call <a href=\"https://laohu8.com/OPT/NVDA%2020250228%20140.0%20CALL\">$NVDA 20250228 140.0 CALL$</a>和140put <a href=\"https://laohu8.com/OPT/NVDA 20250228 140.0 PUT\">$NVDA 20250228 140.0 PUT$&nbsp;</a> 根据成交价来看，大概率都是双卖策略，sell call和sell put，典型看跌财报波动率，根据其策略可推测英伟达下周波动区间126.4～153.6，涨跌幅不超过10%。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉这是要骗一波本周看涨的节奏，周五收盘上限不好说，但下限大概率不低于350。<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> put开仓就那么回事，目测回调最低到33，还是看涨力量更强，看涨期权迫不及待入场做多。40以上行权价的看涨期权开仓特别积极。值得注意的有两个大单，一个是总开仓22万手的铁鹰策略，方向不是很明确行权价距离又很近，可以有多种组合。不过仅从开仓考虑，这种量级开仓将股价锁定在某一区间内，即34.5～37。","text":"$英伟达(NVDA)$ 本周到期看涨期权继续大量开仓，但看跌期权也在反向拉扯，虽然拉扯力度不是很大，看跌开仓主力就是140、139以及135。本周收盘很可能在135～140之间。值得注意的是，有人开仓12万手下周到期140call $NVDA 20250228 140.0 CALL$和140put $NVDA 20250228 140.0 PUT$ 根据成交价来看，大概率都是双卖策略，sell call和sell put，典型看跌财报波动率，根据其策略可推测英伟达下周波动区间126.4～153.6，涨跌幅不超过10%。 $特斯拉(TSLA)$ 特斯拉这是要骗一波本周看涨的节奏，周五收盘上限不好说，但下限大概率不低于350。$中国海外互联网ETF-KraneShares(KWEB)$ put开仓就那么回事，目测回调最低到33，还是看涨力量更强，看涨期权迫不及待入场做多。40以上行权价的看涨期权开仓特别积极。值得注意的有两个大单，一个是总开仓22万手的铁鹰策略，方向不是很明确行权价距离又很近，可以有多种组合。不过仅从开仓考虑，这种量级开仓将股价锁定在某一区间内，即34.5～37。","images":[{"img":"https://static.tigerbbs.com/932303bef95644a93cfb2c67d2184278","width":"1040","height":"992"},{"img":"https://static.tigerbbs.com/0ca6d69ca81e33d66ecc4ef8aac0de55","width":"2514","height":"624"},{"img":"https://static.tigerbbs.com/4c2011f6ddd7eb77240824ec87e6c9e2","width":"1040","height":"672"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405331754557488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404960539415144,"gmtCreate":1739891438955,"gmtModify":1739891440712,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"Hh&nbsp;","listText":"Hh&nbsp;","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404960539415144","repostId":"404978938638744","repostType":1,"repost":{"id":404978938638744,"gmtCreate":1739891346074,"gmtModify":1739891450013,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"2月月权到期周，批量期权作废不得不防","htmlText":"顺序是英伟达、特斯拉、kweb、fxi 和baba。本周比较特殊，周五是月权到期日，本周到期期权在总未平仓数据里占比很大，意味着机构需要处理掉这些期权。在交易时需要考虑到这一点。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 根据周五新增排序，多头想周初拉爆英伟达，盘前股价达到141以上。刚好机构上周五sell call 141 <a href=\"https://laohu8.com/OPT/NVDA%2020250221%20141.0%20CALL\">$NVDA 20250221 141.0 CALL$</a> ，开仓5.4万手，对冲买入149，开仓3.2万手。从新增开仓来看有向150靠近的趋势，有一定概率会逼空成功。不过这爆拉未必是好心，根据未平仓总体排序情况，看涨排名第一就是本周到期140call，有17.6万手未平仓。本周大概率冲高回落，不过看跌头部未平仓期权的行权价比较低，不知道是回140还是回130。考虑下周到期期权<a href=\"https://laohu8.com/OPT/NVDA 20250228 150.0 CALL\">$NVDA 20250228 150.0 CALL$&nbsp;</a> 放量，可能不会回调的太厉害，毕竟有财报预期吊着市场胃口。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 根据最新更新未平仓排序，2月跟3月特斯拉大概率在300～400之间震荡。本周机构sell call 365对冲买入390。看跌期权开仓都是极度价外，感觉股价会趋于走稳，波动率会大降。sell put 选择300即可。 <a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)</a>","listText":"顺序是英伟达、特斯拉、kweb、fxi 和baba。本周比较特殊，周五是月权到期日，本周到期期权在总未平仓数据里占比很大，意味着机构需要处理掉这些期权。在交易时需要考虑到这一点。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 根据周五新增排序，多头想周初拉爆英伟达，盘前股价达到141以上。刚好机构上周五sell call 141 <a href=\"https://laohu8.com/OPT/NVDA%2020250221%20141.0%20CALL\">$NVDA 20250221 141.0 CALL$</a> ，开仓5.4万手，对冲买入149，开仓3.2万手。从新增开仓来看有向150靠近的趋势，有一定概率会逼空成功。不过这爆拉未必是好心，根据未平仓总体排序情况，看涨排名第一就是本周到期140call，有17.6万手未平仓。本周大概率冲高回落，不过看跌头部未平仓期权的行权价比较低，不知道是回140还是回130。考虑下周到期期权<a href=\"https://laohu8.com/OPT/NVDA 20250228 150.0 CALL\">$NVDA 20250228 150.0 CALL$&nbsp;</a> 放量，可能不会回调的太厉害，毕竟有财报预期吊着市场胃口。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 根据最新更新未平仓排序，2月跟3月特斯拉大概率在300～400之间震荡。本周机构sell call 365对冲买入390。看跌期权开仓都是极度价外，感觉股价会趋于走稳，波动率会大降。sell put 选择300即可。 <a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)</a>","text":"顺序是英伟达、特斯拉、kweb、fxi 和baba。本周比较特殊，周五是月权到期日，本周到期期权在总未平仓数据里占比很大，意味着机构需要处理掉这些期权。在交易时需要考虑到这一点。 $英伟达(NVDA)$ 根据周五新增排序，多头想周初拉爆英伟达，盘前股价达到141以上。刚好机构上周五sell call 141 $NVDA 20250221 141.0 CALL$ ，开仓5.4万手，对冲买入149，开仓3.2万手。从新增开仓来看有向150靠近的趋势，有一定概率会逼空成功。不过这爆拉未必是好心，根据未平仓总体排序情况，看涨排名第一就是本周到期140call，有17.6万手未平仓。本周大概率冲高回落，不过看跌头部未平仓期权的行权价比较低，不知道是回140还是回130。考虑下周到期期权$NVDA 20250228 150.0 CALL$ 放量，可能不会回调的太厉害，毕竟有财报预期吊着市场胃口。 $特斯拉(TSLA)$ 根据最新更新未平仓排序，2月跟3月特斯拉大概率在300～400之间震荡。本周机构sell call 365对冲买入390。看跌期权开仓都是极度价外，感觉股价会趋于走稳，波动率会大降。sell put 选择300即可。 $中国海外互联网ETF-KraneShares(KWEB)","images":[{"img":"https://static.tigerbbs.com/29436637837aa85bdf4c4e6881b99815"},{"img":"https://static.tigerbbs.com/56fa44e738c9e82d69ed41d33d164422"},{"img":"https://static.tigerbbs.com/a4509ca4183141ffbe3e4cbbb9697e4c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404978938638744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404514918978056,"gmtCreate":1739784565442,"gmtModify":1739784566360,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"Fff&nbsp;","listText":"Fff&nbsp;","text":"Fff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404514918978056","repostId":"1118631825","repostType":2,"repost":{"id":"1118631825","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1739775685,"share":"https://www.laohu8.com/m/news/1118631825?lang=&edition=full","pubTime":"2025-02-17 15:01","market":"us","language":"zh","title":"13F追踪 | 科技股仍是市场“宠儿”，桥水擒获AI牛股Applovin；巴菲特还在减持美银，ARK减持前五大重仓股","url":"https://stock-news.laohu8.com/highlight/detail?id=1118631825","media":"老虎资讯综合","summary":"巴菲特持续减持美银，却未再抛售苹果；科技股依旧受宠，贝莱德、摩根士丹利与摩根大通纷纷加码；桥水基金则成功擒获AI大牛股Applovin。桥水Q4押中“AI超级大牛股”Applovin13F报告显示，截至2024年四季度末，桥水基金持仓股的总市值为218亿美元，相较于前一季度的177亿美元环比上涨23.2%。ARK在第四季度新建仓7个标的，加仓52个标的，清仓11个标的，减持123个标的。截至2024年第四季度末，该行通过比特币和以太坊ETF持有的加密货币敞口已超过20亿美元。","content":"<html><head></head><body><p>近期，美股机构投资者13F报告陆续出炉，成为外界了解华尔街投资风向的重要渠道。</p><p>巴菲特持续减持美银，却未再抛售苹果；科技股依旧受宠，贝莱德、摩根士丹利与摩根大通纷纷加码；桥水基金则成功擒获AI大牛股Applovin。这些资本巨鳄的操作背后，究竟蕴藏着怎样的市场信号？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b241ba0cbc62875b2e4b4ee49321c41a\" tg-width=\"1080\" tg-height=\"3600\"/></p><blockquote><p><strong>“股神”Q4持仓出炉！巴菲特还在减持美银，未再抛苹果</strong></p></blockquote><p>13F文件显示，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>第四季度持仓总市值为2670亿美元，较上一季度小幅上升10亿美元，前十大持仓标的占总市值的89.72%。</p><p><strong>整体而言，伯克希尔的前十大持仓标的的排名未出现顺序变化，分别依然是苹果、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、丘博保险和德维特。这十大持仓股占伯克希尔持仓总市值的89.72%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fff90beb426a8ee2ee93d4678dca6c7a\" title=\"\" tg-width=\"1111\" tg-height=\"505\"/></p><p><strong>13F报告显示，伯克希尔在去年四季度还买入了酒业巨头Constellation Brands、达美乐披萨、VeriSign、Sirius XM和Pool公司。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0151c65b51d1c81ad510b06a2913d6b\" title=\"\" tg-width=\"1250\" tg-height=\"549\"/></p><p>其中，Constellation Brands是四季度伯克希尔唯一一只新建仓的股票。伯克希尔在当季总计买入了逾562万股Constellation Brands，价值逾12.4亿美元。</p><p><strong>伯克希尔当季的前五大卖出标的则分别为<a href=\"https://laohu8.com/S/C\">花旗</a>、美银、Nu Holdings、Charter Communicatio和Louisiana-Pacific。</strong></p><p>当季，伯克希尔将花旗的持仓猛砍了逾七成，持股环比减少了约4060.5万股。不难看到，对美银的进一步减持和对花旗的持仓猛降，反映出“股神”眼下对银行股的前景似乎并不看好。</p><blockquote><p><strong>贝莱德加码科技巨头</strong></p></blockquote><p>资管巨头贝莱德13F报告显示，截至第四季度末，贝莱德持仓股的总市值为4.94万亿美元，相较于前一季度的4.76万亿美元，环比上涨1.94%。</p><p>在持仓组合中，前十大持仓标的占总市值的28.17%，大型科技巨头仍占多数。分别为苹果、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、微软、亚马逊、META、博通、特斯拉、谷歌-A、谷歌-C、礼来。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb72ad6fa17032f4425f20b1313a1f8\" title=\"\" tg-width=\"1121\" tg-height=\"511\"/></p><p>从持仓比例变化来看，贝莱德在2024年第四季度的前五大买入标的为：特斯拉、亚马逊、博通、英伟达、苹果。前五大卖出标的包括：<a href=\"https://laohu8.com/S/UNH\">联合健康</a>、可口可乐、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>、<a href=\"https://laohu8.com/S/TMO\">赛默飞世尔</a>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3627d1634798fa24c5d672548320db3c\" title=\"\" tg-width=\"1253\" tg-height=\"526\"/></p><blockquote><p><strong>桥水Q4押中“AI超级大牛股”Applovin</strong></p></blockquote><p>13F报告显示，截至2024年四季度末，桥水基金持仓股的总市值为218亿美元，相较于前一季度的177亿美元环比上涨23.2%。</p><p>在前五大重仓股中，SPDR<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>位列第一，持仓约823万股，持仓市值约为48.25亿美元，占投资组合比例为22.12%，较上季度持仓数量激增883.56%。</p><p><a href=\"https://laohu8.com/S/EEMA\">iShares</a>标普500指数ETF位列第二，持仓约204万股，持仓市值约为12.01亿美元，占投资组合比例为5.50%，较上季度持仓数量减少8.25%。</p><p>新兴市场coreETF位列第三，持仓约1766万股，持仓市值约为9.22亿美元，占投资组合比例为4.23%，较上季度持仓数量减少0.68%。</p><p>Alphabet、英伟达分别位列第四和第五，持仓市值分别约为6.86亿美元、4.70亿美元，较上季度持仓数量分别减少17.31%、26.44%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50f148ae57df8a58c672207afe9eb3bb\" title=\"\" tg-width=\"1249\" tg-height=\"548\"/></p><blockquote><p><strong>ARK Q4减持其前五大重仓股</strong></p></blockquote><p>被喻为“木头姐”的凯茜·伍德旗下方舟基金ARK四季度美股持仓市值为120亿美元，环比上季度增加了11亿美元。ARK在第四季度新建仓7个标的，加仓52个标的，清仓11个标的，减持123个标的。</p><p>增持方面，ARK前五大增持个股分别为Archer Aviation、亚马逊、<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>、Gitlab，Natera。</p><p>前五大重仓股分别为特斯拉、<a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>、Coinbase、Palantir以及Roblox，不过上述五只重仓股ARK均进行了减持，减持幅度分别为28.36%、4.9%、6.37%、29.26%和14.35%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a102cb82208c926c0fe6f500ce189ca\" title=\"\" tg-width=\"1241\" tg-height=\"529\"/></p><blockquote><p><strong><a href=\"https://laohu8.com/S/GS\">高盛</a>Q4增持苹果、<a href=\"https://laohu8.com/S/BRCM\">博通</a>，加密货币敞口超20亿美元，比特币持仓翻倍</strong></p></blockquote><p>高盛第四季度持仓总市值为6300亿美元，上一季度总市值为6200亿美元，环比增长约0.8%。在第四季度的持仓组合中，高盛新增637只个股，增持2959只个股;同时清仓了433只个股，减持1955只个股。其中，前十大持仓标的占总市值的20.97%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdb4f4647137297d445c0b3e09860339\" title=\"\" tg-width=\"1239\" tg-height=\"594\"/></p><p>在前五大重仓标的中，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>位列第一，持仓约9105.7万股，持仓市值约228.03亿美元，占投资组合比例为3.59%，较上季度持仓数量增加了5.25%；</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>位列第二，持仓约1.41亿股，持仓市值约189.84亿美元，占投资组合比例为2.99%，较上季度持仓数量增加1.94%；</p><p><a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>位列第三，持仓约3227.2万股，持仓市值约189.14亿美元，占投资组合比例为2.98%，较上季度持仓数量减少2.63%；</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>位列第四，持仓约4326.4万股，持仓市值约182.36亿美元，占投资组合比例为2.87%，较上季度持仓数量增加0.66%；</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>位列第五，持仓5000.6万股，持仓市值约109.71亿美元，占投资组合比例为1.73%，较上季度持仓数量减少8.66%。</p><p>在前十大重仓股中，高盛还大幅增持了Meta和<a href=\"https://laohu8.com/S/AVGO\">博通</a>等。此外，高盛显著增持了比特币和以太坊ETF。截至2024年第四季度末，该行通过比特币和以太坊ETF持有的加密货币敞口已超过20亿美元。</p><p><img src=\"https://static.tigerbbs.com/2c9291972ae68e778c78dae843d1a3ed\" alt=\"\"/>具体来看，高盛的比特币相关投资敞口达到15.6亿美元，较上季度的7.1亿美元增长超过两倍。</p><p>截至第四季度末，高盛持有价值12.7亿美元的<a href=\"https://laohu8.com/S/IBIT\">比特币ETF-iShares</a>，总计2407.8万股，较上季度持仓数量增加逾88%。此外，高盛还披露持有价值2.88亿美元的<a href=\"https://laohu8.com/S/FBTC\">比特币ETF-Fidelity</a>，共计353.0万股，较上季度持仓数量增加105%。</p><p>值得注意的是，高盛在调整加密货币投资组合时，减持或清仓了部分规模较小的比特币ETF持仓，例如，该行将比特币ETF-Grayscale(GBTC.US)持仓价值降至360万美元，环比减少了97%。高盛还通过现货ETF建立了价值7.6亿美元的期权交易头寸，截至2024年12月31日，该公司仍持有价值1.57亿美元的比特币ETF-iShares看涨期权(IBIT.US,CALL)、5.27亿美元的比特币ETF-iShares看跌期权(IBIT.US,PUT)以及8400万美元的比特币ETF-Fidelity看跌期权(FBTC.US,PUT)。</p><p>随着比特币敞口的增加，高盛对以太坊的投资兴趣也显著提升。截至第四季度末，这家华尔街巨头现货以太坊ETF持仓价值达到4.765亿美元，较上季度的2510万美元增长近19倍。具体来看，高盛通过<a href=\"https://laohu8.com/S/FETH\">以太币ETF-Fidelity</a>(FETH.US)持有2.347亿美元的以太坊敞口，通过<a href=\"https://laohu8.com/S/ETHA\">以太坊ETF-iShares</a>(ETHA.US)持有2.355亿美元，通过低成本<a href=\"https://laohu8.com/S/ETHE\">以太坊ETF-Grayscale</a>(ETH.US)持有630万美元。</p><p>尽管以太坊投资显著增加，但其在高盛整体加密货币敞口中的占比仅为30%。</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>13F追踪 | 科技股仍是市场“宠儿”，桥水擒获AI牛股Applovin；巴菲特还在减持美银，ARK减持前五大重仓股</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\n13F追踪 | 科技股仍是市场“宠儿”，桥水擒获AI牛股Applovin；巴菲特还在减持美银，ARK减持前五大重仓股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-17 15:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近期，美股机构投资者13F报告陆续出炉，成为外界了解华尔街投资风向的重要渠道。</p><p>巴菲特持续减持美银，却未再抛售苹果；科技股依旧受宠，贝莱德、摩根士丹利与摩根大通纷纷加码；桥水基金则成功擒获AI大牛股Applovin。这些资本巨鳄的操作背后，究竟蕴藏着怎样的市场信号？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b241ba0cbc62875b2e4b4ee49321c41a\" tg-width=\"1080\" tg-height=\"3600\"/></p><blockquote><p><strong>“股神”Q4持仓出炉！巴菲特还在减持美银，未再抛苹果</strong></p></blockquote><p>13F文件显示，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>第四季度持仓总市值为2670亿美元，较上一季度小幅上升10亿美元，前十大持仓标的占总市值的89.72%。</p><p><strong>整体而言，伯克希尔的前十大持仓标的的排名未出现顺序变化，分别依然是苹果、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、丘博保险和德维特。这十大持仓股占伯克希尔持仓总市值的89.72%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fff90beb426a8ee2ee93d4678dca6c7a\" title=\"\" tg-width=\"1111\" tg-height=\"505\"/></p><p><strong>13F报告显示，伯克希尔在去年四季度还买入了酒业巨头Constellation Brands、达美乐披萨、VeriSign、Sirius XM和Pool公司。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0151c65b51d1c81ad510b06a2913d6b\" title=\"\" tg-width=\"1250\" tg-height=\"549\"/></p><p>其中，Constellation Brands是四季度伯克希尔唯一一只新建仓的股票。伯克希尔在当季总计买入了逾562万股Constellation Brands，价值逾12.4亿美元。</p><p><strong>伯克希尔当季的前五大卖出标的则分别为<a href=\"https://laohu8.com/S/C\">花旗</a>、美银、Nu Holdings、Charter Communicatio和Louisiana-Pacific。</strong></p><p>当季，伯克希尔将花旗的持仓猛砍了逾七成，持股环比减少了约4060.5万股。不难看到，对美银的进一步减持和对花旗的持仓猛降，反映出“股神”眼下对银行股的前景似乎并不看好。</p><blockquote><p><strong>贝莱德加码科技巨头</strong></p></blockquote><p>资管巨头贝莱德13F报告显示，截至第四季度末，贝莱德持仓股的总市值为4.94万亿美元，相较于前一季度的4.76万亿美元，环比上涨1.94%。</p><p>在持仓组合中，前十大持仓标的占总市值的28.17%，大型科技巨头仍占多数。分别为苹果、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、微软、亚马逊、META、博通、特斯拉、谷歌-A、谷歌-C、礼来。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb72ad6fa17032f4425f20b1313a1f8\" title=\"\" tg-width=\"1121\" tg-height=\"511\"/></p><p>从持仓比例变化来看，贝莱德在2024年第四季度的前五大买入标的为：特斯拉、亚马逊、博通、英伟达、苹果。前五大卖出标的包括：<a href=\"https://laohu8.com/S/UNH\">联合健康</a>、可口可乐、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>、<a href=\"https://laohu8.com/S/TMO\">赛默飞世尔</a>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3627d1634798fa24c5d672548320db3c\" title=\"\" tg-width=\"1253\" tg-height=\"526\"/></p><blockquote><p><strong>桥水Q4押中“AI超级大牛股”Applovin</strong></p></blockquote><p>13F报告显示，截至2024年四季度末，桥水基金持仓股的总市值为218亿美元，相较于前一季度的177亿美元环比上涨23.2%。</p><p>在前五大重仓股中，SPDR<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>位列第一，持仓约823万股，持仓市值约为48.25亿美元，占投资组合比例为22.12%，较上季度持仓数量激增883.56%。</p><p><a href=\"https://laohu8.com/S/EEMA\">iShares</a>标普500指数ETF位列第二，持仓约204万股，持仓市值约为12.01亿美元，占投资组合比例为5.50%，较上季度持仓数量减少8.25%。</p><p>新兴市场coreETF位列第三，持仓约1766万股，持仓市值约为9.22亿美元，占投资组合比例为4.23%，较上季度持仓数量减少0.68%。</p><p>Alphabet、英伟达分别位列第四和第五，持仓市值分别约为6.86亿美元、4.70亿美元，较上季度持仓数量分别减少17.31%、26.44%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50f148ae57df8a58c672207afe9eb3bb\" title=\"\" tg-width=\"1249\" tg-height=\"548\"/></p><blockquote><p><strong>ARK Q4减持其前五大重仓股</strong></p></blockquote><p>被喻为“木头姐”的凯茜·伍德旗下方舟基金ARK四季度美股持仓市值为120亿美元，环比上季度增加了11亿美元。ARK在第四季度新建仓7个标的，加仓52个标的，清仓11个标的，减持123个标的。</p><p>增持方面，ARK前五大增持个股分别为Archer Aviation、亚马逊、<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>、Gitlab，Natera。</p><p>前五大重仓股分别为特斯拉、<a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>、Coinbase、Palantir以及Roblox，不过上述五只重仓股ARK均进行了减持，减持幅度分别为28.36%、4.9%、6.37%、29.26%和14.35%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a102cb82208c926c0fe6f500ce189ca\" title=\"\" tg-width=\"1241\" tg-height=\"529\"/></p><blockquote><p><strong><a href=\"https://laohu8.com/S/GS\">高盛</a>Q4增持苹果、<a href=\"https://laohu8.com/S/BRCM\">博通</a>，加密货币敞口超20亿美元，比特币持仓翻倍</strong></p></blockquote><p>高盛第四季度持仓总市值为6300亿美元，上一季度总市值为6200亿美元，环比增长约0.8%。在第四季度的持仓组合中，高盛新增637只个股，增持2959只个股;同时清仓了433只个股，减持1955只个股。其中，前十大持仓标的占总市值的20.97%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdb4f4647137297d445c0b3e09860339\" title=\"\" tg-width=\"1239\" tg-height=\"594\"/></p><p>在前五大重仓标的中，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>位列第一，持仓约9105.7万股，持仓市值约228.03亿美元，占投资组合比例为3.59%，较上季度持仓数量增加了5.25%；</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>位列第二，持仓约1.41亿股，持仓市值约189.84亿美元，占投资组合比例为2.99%，较上季度持仓数量增加1.94%；</p><p><a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>位列第三，持仓约3227.2万股，持仓市值约189.14亿美元，占投资组合比例为2.98%，较上季度持仓数量减少2.63%；</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>位列第四，持仓约4326.4万股，持仓市值约182.36亿美元，占投资组合比例为2.87%，较上季度持仓数量增加0.66%；</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>位列第五，持仓5000.6万股，持仓市值约109.71亿美元，占投资组合比例为1.73%，较上季度持仓数量减少8.66%。</p><p>在前十大重仓股中，高盛还大幅增持了Meta和<a href=\"https://laohu8.com/S/AVGO\">博通</a>等。此外，高盛显著增持了比特币和以太坊ETF。截至2024年第四季度末，该行通过比特币和以太坊ETF持有的加密货币敞口已超过20亿美元。</p><p><img src=\"https://static.tigerbbs.com/2c9291972ae68e778c78dae843d1a3ed\" alt=\"\"/>具体来看，高盛的比特币相关投资敞口达到15.6亿美元，较上季度的7.1亿美元增长超过两倍。</p><p>截至第四季度末，高盛持有价值12.7亿美元的<a href=\"https://laohu8.com/S/IBIT\">比特币ETF-iShares</a>，总计2407.8万股，较上季度持仓数量增加逾88%。此外，高盛还披露持有价值2.88亿美元的<a href=\"https://laohu8.com/S/FBTC\">比特币ETF-Fidelity</a>，共计353.0万股，较上季度持仓数量增加105%。</p><p>值得注意的是，高盛在调整加密货币投资组合时，减持或清仓了部分规模较小的比特币ETF持仓，例如，该行将比特币ETF-Grayscale(GBTC.US)持仓价值降至360万美元，环比减少了97%。高盛还通过现货ETF建立了价值7.6亿美元的期权交易头寸，截至2024年12月31日，该公司仍持有价值1.57亿美元的比特币ETF-iShares看涨期权(IBIT.US,CALL)、5.27亿美元的比特币ETF-iShares看跌期权(IBIT.US,PUT)以及8400万美元的比特币ETF-Fidelity看跌期权(FBTC.US,PUT)。</p><p>随着比特币敞口的增加，高盛对以太坊的投资兴趣也显著提升。截至第四季度末，这家华尔街巨头现货以太坊ETF持仓价值达到4.765亿美元，较上季度的2510万美元增长近19倍。具体来看，高盛通过<a href=\"https://laohu8.com/S/FETH\">以太币ETF-Fidelity</a>(FETH.US)持有2.347亿美元的以太坊敞口，通过<a href=\"https://laohu8.com/S/ETHA\">以太坊ETF-iShares</a>(ETHA.US)持有2.355亿美元，通过低成本<a href=\"https://laohu8.com/S/ETHE\">以太坊ETF-Grayscale</a>(ETH.US)持有630万美元。</p><p>尽管以太坊投资显著增加，但其在高盛整体加密货币敞口中的占比仅为30%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"MSFT":"微软","TSLA":"特斯拉","AAPL":"苹果","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","BK4505":"高瓴资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","NVDA":"英伟达","APP":"AppLovin Corporation"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118631825","content_text":"近期，美股机构投资者13F报告陆续出炉，成为外界了解华尔街投资风向的重要渠道。巴菲特持续减持美银，却未再抛售苹果；科技股依旧受宠，贝莱德、摩根士丹利与摩根大通纷纷加码；桥水基金则成功擒获AI大牛股Applovin。这些资本巨鳄的操作背后，究竟蕴藏着怎样的市场信号？“股神”Q4持仓出炉！巴菲特还在减持美银，未再抛苹果13F文件显示，伯克希尔第四季度持仓总市值为2670亿美元，较上一季度小幅上升10亿美元，前十大持仓标的占总市值的89.72%。整体而言，伯克希尔的前十大持仓标的的排名未出现顺序变化，分别依然是苹果、美国运通、美国银行、可口可乐、雪佛龙、西方石油、穆迪、卡夫亨氏、丘博保险和德维特。这十大持仓股占伯克希尔持仓总市值的89.72%。13F报告显示，伯克希尔在去年四季度还买入了酒业巨头Constellation Brands、达美乐披萨、VeriSign、Sirius XM和Pool公司。其中，Constellation Brands是四季度伯克希尔唯一一只新建仓的股票。伯克希尔在当季总计买入了逾562万股Constellation Brands，价值逾12.4亿美元。伯克希尔当季的前五大卖出标的则分别为花旗、美银、Nu Holdings、Charter Communicatio和Louisiana-Pacific。当季，伯克希尔将花旗的持仓猛砍了逾七成，持股环比减少了约4060.5万股。不难看到，对美银的进一步减持和对花旗的持仓猛降，反映出“股神”眼下对银行股的前景似乎并不看好。贝莱德加码科技巨头资管巨头贝莱德13F报告显示，截至第四季度末，贝莱德持仓股的总市值为4.94万亿美元，相较于前一季度的4.76万亿美元，环比上涨1.94%。在持仓组合中，前十大持仓标的占总市值的28.17%，大型科技巨头仍占多数。分别为苹果、英伟达、微软、亚马逊、META、博通、特斯拉、谷歌-A、谷歌-C、礼来。从持仓比例变化来看，贝莱德在2024年第四季度的前五大买入标的为：特斯拉、亚马逊、博通、英伟达、苹果。前五大卖出标的包括：联合健康、可口可乐、埃克森美孚、Elevance Health、赛默飞世尔。桥水Q4押中“AI超级大牛股”Applovin13F报告显示，截至2024年四季度末，桥水基金持仓股的总市值为218亿美元，相较于前一季度的177亿美元环比上涨23.2%。在前五大重仓股中，SPDR标普500指数ETF位列第一，持仓约823万股，持仓市值约为48.25亿美元，占投资组合比例为22.12%，较上季度持仓数量激增883.56%。iShares标普500指数ETF位列第二，持仓约204万股，持仓市值约为12.01亿美元，占投资组合比例为5.50%，较上季度持仓数量减少8.25%。新兴市场coreETF位列第三，持仓约1766万股，持仓市值约为9.22亿美元，占投资组合比例为4.23%，较上季度持仓数量减少0.68%。Alphabet、英伟达分别位列第四和第五，持仓市值分别约为6.86亿美元、4.70亿美元，较上季度持仓数量分别减少17.31%、26.44%。ARK Q4减持其前五大重仓股被喻为“木头姐”的凯茜·伍德旗下方舟基金ARK四季度美股持仓市值为120亿美元，环比上季度增加了11亿美元。ARK在第四季度新建仓7个标的，加仓52个标的，清仓11个标的，减持123个标的。增持方面，ARK前五大增持个股分别为Archer Aviation、亚马逊、Illumina、Gitlab，Natera。前五大重仓股分别为特斯拉、Roku Inc、Coinbase、Palantir以及Roblox，不过上述五只重仓股ARK均进行了减持，减持幅度分别为28.36%、4.9%、6.37%、29.26%和14.35%。高盛Q4增持苹果、博通，加密货币敞口超20亿美元，比特币持仓翻倍高盛第四季度持仓总市值为6300亿美元，上一季度总市值为6200亿美元，环比增长约0.8%。在第四季度的持仓组合中，高盛新增637只个股，增持2959只个股;同时清仓了433只个股，减持1955只个股。其中，前十大持仓标的占总市值的20.97%。在前五大重仓标的中，苹果位列第一，持仓约9105.7万股，持仓市值约228.03亿美元，占投资组合比例为3.59%，较上季度持仓数量增加了5.25%；英伟达位列第二，持仓约1.41亿股，持仓市值约189.84亿美元，占投资组合比例为2.99%，较上季度持仓数量增加1.94%；标普500指数ETF位列第三，持仓约3227.2万股，持仓市值约189.14亿美元，占投资组合比例为2.98%，较上季度持仓数量减少2.63%；微软位列第四，持仓约4326.4万股，持仓市值约182.36亿美元，占投资组合比例为2.87%，较上季度持仓数量增加0.66%；亚马逊位列第五，持仓5000.6万股，持仓市值约109.71亿美元，占投资组合比例为1.73%，较上季度持仓数量减少8.66%。在前十大重仓股中，高盛还大幅增持了Meta和博通等。此外，高盛显著增持了比特币和以太坊ETF。截至2024年第四季度末，该行通过比特币和以太坊ETF持有的加密货币敞口已超过20亿美元。具体来看，高盛的比特币相关投资敞口达到15.6亿美元，较上季度的7.1亿美元增长超过两倍。截至第四季度末，高盛持有价值12.7亿美元的比特币ETF-iShares，总计2407.8万股，较上季度持仓数量增加逾88%。此外，高盛还披露持有价值2.88亿美元的比特币ETF-Fidelity，共计353.0万股，较上季度持仓数量增加105%。值得注意的是，高盛在调整加密货币投资组合时，减持或清仓了部分规模较小的比特币ETF持仓，例如，该行将比特币ETF-Grayscale(GBTC.US)持仓价值降至360万美元，环比减少了97%。高盛还通过现货ETF建立了价值7.6亿美元的期权交易头寸，截至2024年12月31日，该公司仍持有价值1.57亿美元的比特币ETF-iShares看涨期权(IBIT.US,CALL)、5.27亿美元的比特币ETF-iShares看跌期权(IBIT.US,PUT)以及8400万美元的比特币ETF-Fidelity看跌期权(FBTC.US,PUT)。随着比特币敞口的增加，高盛对以太坊的投资兴趣也显著提升。截至第四季度末，这家华尔街巨头现货以太坊ETF持仓价值达到4.765亿美元，较上季度的2510万美元增长近19倍。具体来看，高盛通过以太币ETF-Fidelity(FETH.US)持有2.347亿美元的以太坊敞口，通过以太坊ETF-iShares(ETHA.US)持有2.355亿美元，通过低成本以太坊ETF-Grayscale(ETH.US)持有630万美元。尽管以太坊投资显著增加，但其在高盛整体加密货币敞口中的占比仅为30%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397708539195976,"gmtCreate":1738119600624,"gmtModify":1738119602302,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"哈哈哈哈😂","listText":"哈哈哈哈😂","text":"哈哈哈哈😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397708539195976","repostId":"2507575293","repostType":2,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392498088366576,"gmtCreate":1736870185691,"gmtModify":1736870187425,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392498088366576","repostId":"392203286090184","repostType":1,"repost":{"id":392203286090184,"gmtCreate":1736758491867,"gmtModify":1736758612010,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"2025年10大最佳股票精选(Seeking Alpha)","htmlText":"Seeking Alpha评选的2024 最佳Top10股票中，整体表现为124%，超过 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的25%。其中就选中了大牛股 <a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$</a> 。而2025年的Top 10如下： <a href=\"https://laohu8.com/S/OPFI\">$OppFi Inc.(OPFI)$</a> 市值：6.5178 亿美元。量化评级：强力买入。板块：金融。行业：消费金融。由人工智能驱动的承保提供支持，OppFi 公司（OPFI）利用其可扩展的技术平台为服务不足的中等收入消费者提供信贷渠道。该公司公布了出色的2024年第三季度盈利结果，收入达到 1.36 亿美元的新高。同时，在信用表现改善、收益率提高和运营效率提升的推动下，GAAP下的净利润同比增长一倍多。该公司拥有精选的盈利指标，毛利率、ROE回报率远高于行业中位数。鉴于该股在过去三个月中令人难以置信的90%的价格回报，公司的预期市盈率（FWD PE）下降了 25%以上，而其滚动市盈率相对盈利增长比率（TTM PEG GAAP）相对于金融板块有超过 95%的折扣。OPFI 正在将自己定位为一个更广泛的数字金融服务平台，其对小企业贷款机构 Bitty 的投资就是证明。凭借坚实的基本面和积极的时效性指标，如每股收益修正和价格势头，若该行业出现持续反弹，OPFI 这一小盘股有望进一步上涨。 <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 市值：897.6 亿美元量化评级：强烈买入板块：金融行业：交易与支付处理服务Paypal公司是一家领先的金融科技公司，","listText":"Seeking Alpha评选的2024 最佳Top10股票中，整体表现为124%，超过 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的25%。其中就选中了大牛股 <a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$</a> 。而2025年的Top 10如下： <a href=\"https://laohu8.com/S/OPFI\">$OppFi Inc.(OPFI)$</a> 市值：6.5178 亿美元。量化评级：强力买入。板块：金融。行业：消费金融。由人工智能驱动的承保提供支持，OppFi 公司（OPFI）利用其可扩展的技术平台为服务不足的中等收入消费者提供信贷渠道。该公司公布了出色的2024年第三季度盈利结果，收入达到 1.36 亿美元的新高。同时，在信用表现改善、收益率提高和运营效率提升的推动下，GAAP下的净利润同比增长一倍多。该公司拥有精选的盈利指标，毛利率、ROE回报率远高于行业中位数。鉴于该股在过去三个月中令人难以置信的90%的价格回报，公司的预期市盈率（FWD PE）下降了 25%以上，而其滚动市盈率相对盈利增长比率（TTM PEG GAAP）相对于金融板块有超过 95%的折扣。OPFI 正在将自己定位为一个更广泛的数字金融服务平台，其对小企业贷款机构 Bitty 的投资就是证明。凭借坚实的基本面和积极的时效性指标，如每股收益修正和价格势头，若该行业出现持续反弹，OPFI 这一小盘股有望进一步上涨。 <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 市值：897.6 亿美元量化评级：强烈买入板块：金融行业：交易与支付处理服务Paypal公司是一家领先的金融科技公司，","text":"Seeking Alpha评选的2024 最佳Top10股票中，整体表现为124%，超过 $标普500(.SPX)$ 的25%。其中就选中了大牛股 $AppLovin Corporation(APP)$ 。而2025年的Top 10如下： $OppFi Inc.(OPFI)$ 市值：6.5178 亿美元。量化评级：强力买入。板块：金融。行业：消费金融。由人工智能驱动的承保提供支持，OppFi 公司（OPFI）利用其可扩展的技术平台为服务不足的中等收入消费者提供信贷渠道。该公司公布了出色的2024年第三季度盈利结果，收入达到 1.36 亿美元的新高。同时，在信用表现改善、收益率提高和运营效率提升的推动下，GAAP下的净利润同比增长一倍多。该公司拥有精选的盈利指标，毛利率、ROE回报率远高于行业中位数。鉴于该股在过去三个月中令人难以置信的90%的价格回报，公司的预期市盈率（FWD PE）下降了 25%以上，而其滚动市盈率相对盈利增长比率（TTM PEG GAAP）相对于金融板块有超过 95%的折扣。OPFI 正在将自己定位为一个更广泛的数字金融服务平台，其对小企业贷款机构 Bitty 的投资就是证明。凭借坚实的基本面和积极的时效性指标，如每股收益修正和价格势头，若该行业出现持续反弹，OPFI 这一小盘股有望进一步上涨。 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亿美元量化评级：强烈买入板块：金融行业：交易与支付处理服务Paypal公司是一家领先的金融科技公司，","images":[{"img":"https://static.tigerbbs.com/7e8f33b062c0cec1e71b9ac4ec39eb95"},{"img":"https://static.tigerbbs.com/d456fe0ec4082ef51a768258b445aab3"},{"img":"https://static.tigerbbs.com/b9e4b4265c552b293e05f6e3710f8203"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392203286090184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391077082112104,"gmtCreate":1736510237043,"gmtModify":1736514444917,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"title":"花旗、高盛、摩根大通、美国银行、台积电即将发布财报","htmlText":"查看详情： <a href=\"https://www.itigerup.com/hans/earnseason/report?actionID=59ea616ce567e6e537b3c9e9dd42d5d2&amp;skin=1&amp;os=iOS&amp;account_id=9224463&amp;invite=UY8OHR&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=1d9ed107d9f530e523f2eef1875c346d&amp;lang=zh_CN\">花旗、高盛、摩根大通、美国银行、台积电即将发布财报</a> 来老虎掌握热门财报前瞻，限时领股票代金券好礼[财迷]&nbsp;[财迷]&nbsp;&nbsp;","listText":"查看详情： <a href=\"https://www.itigerup.com/hans/earnseason/report?actionID=59ea616ce567e6e537b3c9e9dd42d5d2&amp;skin=1&amp;os=iOS&amp;account_id=9224463&amp;invite=UY8OHR&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=1d9ed107d9f530e523f2eef1875c346d&amp;lang=zh_CN\">花旗、高盛、摩根大通、美国银行、台积电即将发布财报</a> 来老虎掌握热门财报前瞻，限时领股票代金券好礼[财迷]&nbsp;[财迷]&nbsp;&nbsp;","text":"查看详情： 花旗、高盛、摩根大通、美国银行、台积电即将发布财报 来老虎掌握热门财报前瞻，限时领股票代金券好礼[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/addecb85a0406f27235ba224ef715539"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391077082112104","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382177591021976,"gmtCreate":1734349176096,"gmtModify":1734354477447,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"Disgusting&nbsp;","listText":"Disgusting&nbsp;","text":"Disgusting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382177591021976","repostId":"1171625334","repostType":2,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370211088150592,"gmtCreate":1731410764735,"gmtModify":1731410766527,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"冲入","listText":"冲入","text":"冲入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370211088150592","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318160117432584,"gmtCreate":1718714361764,"gmtModify":1718716450855,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"能不能邀请世界知名美女投资人来上课啊？，我估计我会沉迷投资学习不能自拔[捂脸][捂脸][捂脸][捂脸][捂脸]","listText":"能不能邀请世界知名美女投资人来上课啊？，我估计我会沉迷投资学习不能自拔[捂脸][捂脸][捂脸][捂脸][捂脸]","text":"能不能邀请世界知名美女投资人来上课啊？，我估计我会沉迷投资学习不能自拔[捂脸][捂脸][捂脸][捂脸][捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318160117432584","isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316120070648080,"gmtCreate":1718204040534,"gmtModify":1718204042790,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"掐指一算加入老虎🐯应该五载有余","listText":"掐指一算加入老虎🐯应该五载有余","text":"掐指一算加入老虎🐯应该五载有余","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316120070648080","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303601716023392,"gmtCreate":1715141765861,"gmtModify":1715141767802,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"天啦，宇宙杭要取消限购？这不又得掀起地产行业一阵腥风血雨了，可怕😱","listText":"天啦，宇宙杭要取消限购？这不又得掀起地产行业一阵腥风血雨了，可怕😱","text":"天啦，宇宙杭要取消限购？这不又得掀起地产行业一阵腥风血雨了，可怕😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303601716023392","repostId":"1109207122","repostType":2,"repost":{"id":"1109207122","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1715140928,"share":"https://www.laohu8.com/m/news/1109207122?lang=&edition=full","pubTime":"2024-05-08 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12:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有市场消息称，杭州将全面取消新房限购。对此，杭州市房产市场综合管理服务中心相关人员向记者表示，目前杭州上城区、拱墅区、西湖区和滨江区的新房仍执行限购，外地户籍需连续缴纳1个月社保可购买1套房。</p><p>分析人士认为，今年杭州市场热度有所下降，不排除杭州也在酝酿重磅措施的可能性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4dcb7da3450c3425984150289b6a8585","relate_stocks":{"512200":"房地产ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109207122","content_text":"有市场消息称，杭州将全面取消新房限购。对此，杭州市房产市场综合管理服务中心相关人员向记者表示，目前杭州上城区、拱墅区、西湖区和滨江区的新房仍执行限购，外地户籍需连续缴纳1个月社保可购买1套房。分析人士认为，今年杭州市场热度有所下降，不排除杭州也在酝酿重磅措施的可能性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298384406028384,"gmtCreate":1713865744980,"gmtModify":1713865746833,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"直接做空，目标价100","listText":"直接做空，目标价100","text":"直接做空，目标价100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298384406028384","repostId":"1169159793","repostType":2,"repost":{"id":"1169159793","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":1713858503,"share":"https://www.laohu8.com/m/news/1169159793?lang=&edition=full","pubTime":"2024-04-23 15:48","market":"us","language":"zh","title":"期权女巫 | Tesla本周可能因业绩剧烈波动，利用宽跨式策略来减轻风险","url":"https://stock-news.laohu8.com/highlight/detail?id=1169159793","media":"期权女巫","summary":"期权市场暗示着本周末可能会有大幅波动，可能上涨或下跌约10%。比亚迪 中国电池制造商比亚迪可能不为美国消费者所熟知，但在进入汽车业务后，该公司在全球汽车制造商的雷达上绝对引人注目。中国目前是电动汽车的最大市场，比亚迪在那里领先于特斯拉。因此，我认为近期环境对特斯拉仍将具有挑战性，这一观点得到了最近宣布的裁员和生产放缓的进一步强化。这涉及购买较长日期的跨式，并卖出较近期日期的跨式。","content":"<html><head></head><body><p>我是 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> 产品和公司的铁杆粉丝，但我们目前并不持有该公司的股票。</p><p>自11月4日达到历史最高水平以来，Tesla股票是“七巨头”中表现最差的成员。它的表现比该组中表现最佳的英伟达差得多，低于220%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26df659862292a167f30e5bbe10b950d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>有趣的是，Tesla在此期间也取得了一些显着的成就，我们将在周二收盘后公布业绩时了解更多情况。</p><p>期权市场暗示着本周末可能会有大幅波动，可能上涨或下跌约10%。</p><p>在美国制造商中，Tesla因为摒弃了传统的经销商模式，在定价上具有出色的灵活性，他们会动态调整价格。该公司已经多次降低价格，但有能力即时平衡供需，这有助于匹配生产和销售，但以利润率下降为代价。虽然我继续相信Tesla比福特汽车和通用汽车等公司，或者像Lucid和Rivian这样的美国电动车制造商更有能力在制造电动车方面盈利，但比亚迪将在未来一段时间内限制在中国的单位销售和利润率，并可能很快在美国和欧洲也是如此。</p><h2 id=\"id_1207181110\">以下是投资者关注的内容以及交易方式</h2><p>因此，我认为短期内Tesla的环境将面对挑战，这一观点得到了最近宣布的裁员和生产放缓消息的强化。在这种背景下，我倾向于使用一种中立的期权交易，并且假设我刚刚概述的大多数负面因素是众所周知的。这可以将股价的波动限制在本周末的10%之内，正如期权市场目前所暗示的那样。</p><p>为了利用这一点，我会使用<strong>“宽跨式交易”</strong>。<strong>这涉及购买较长日期的跨式，并卖出较近期日期的跨式</strong>。具体来说，我正在<strong>考虑卖出4月26日到期的133/162.5跨式，以帮助支付购买8月到期的130/165跨式的费用。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64d2de2f696d99ca7d145026def27aa6\" title=\"\" tg-width=\"1164\" tg-height=\"1413\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa3d866b76268d8e362f36f3e34bbfd8\" title=\"\" tg-width=\"1167\" tg-height=\"1461\"/></p><p><em>本文编译自CNBC，原文标题：Tesla could be volatile this week on earnings. Using options to mitigate the risk</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 | Tesla本周可能因业绩剧烈波动，利用宽跨式策略来减轻风险</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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 | Tesla本周可能因业绩剧烈波动，利用宽跨式策略来减轻风险\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\">2024-04-23 15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>我是 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> 产品和公司的铁杆粉丝，但我们目前并不持有该公司的股票。</p><p>自11月4日达到历史最高水平以来，Tesla股票是“七巨头”中表现最差的成员。它的表现比该组中表现最佳的英伟达差得多，低于220%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26df659862292a167f30e5bbe10b950d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>有趣的是，Tesla在此期间也取得了一些显着的成就，我们将在周二收盘后公布业绩时了解更多情况。</p><p>期权市场暗示着本周末可能会有大幅波动，可能上涨或下跌约10%。</p><p>在美国制造商中，Tesla因为摒弃了传统的经销商模式，在定价上具有出色的灵活性，他们会动态调整价格。该公司已经多次降低价格，但有能力即时平衡供需，这有助于匹配生产和销售，但以利润率下降为代价。虽然我继续相信Tesla比福特汽车和通用汽车等公司，或者像Lucid和Rivian这样的美国电动车制造商更有能力在制造电动车方面盈利，但比亚迪将在未来一段时间内限制在中国的单位销售和利润率，并可能很快在美国和欧洲也是如此。</p><h2 id=\"id_1207181110\">以下是投资者关注的内容以及交易方式</h2><p>因此，我认为短期内Tesla的环境将面对挑战，这一观点得到了最近宣布的裁员和生产放缓消息的强化。在这种背景下，我倾向于使用一种中立的期权交易，并且假设我刚刚概述的大多数负面因素是众所周知的。这可以将股价的波动限制在本周末的10%之内，正如期权市场目前所暗示的那样。</p><p>为了利用这一点，我会使用<strong>“宽跨式交易”</strong>。<strong>这涉及购买较长日期的跨式，并卖出较近期日期的跨式</strong>。具体来说，我正在<strong>考虑卖出4月26日到期的133/162.5跨式，以帮助支付购买8月到期的130/165跨式的费用。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64d2de2f696d99ca7d145026def27aa6\" title=\"\" tg-width=\"1164\" tg-height=\"1413\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa3d866b76268d8e362f36f3e34bbfd8\" title=\"\" tg-width=\"1167\" tg-height=\"1461\"/></p><p><em>本文编译自CNBC，原文标题：Tesla could be volatile this week on earnings. Using options to mitigate the risk</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169159793","content_text":"我是 Tesla 产品和公司的铁杆粉丝，但我们目前并不持有该公司的股票。自11月4日达到历史最高水平以来，Tesla股票是“七巨头”中表现最差的成员。它的表现比该组中表现最佳的英伟达差得多，低于220%。有趣的是，Tesla在此期间也取得了一些显着的成就，我们将在周二收盘后公布业绩时了解更多情况。期权市场暗示着本周末可能会有大幅波动，可能上涨或下跌约10%。在美国制造商中，Tesla因为摒弃了传统的经销商模式，在定价上具有出色的灵活性，他们会动态调整价格。该公司已经多次降低价格，但有能力即时平衡供需，这有助于匹配生产和销售，但以利润率下降为代价。虽然我继续相信Tesla比福特汽车和通用汽车等公司，或者像Lucid和Rivian这样的美国电动车制造商更有能力在制造电动车方面盈利，但比亚迪将在未来一段时间内限制在中国的单位销售和利润率，并可能很快在美国和欧洲也是如此。以下是投资者关注的内容以及交易方式因此，我认为短期内Tesla的环境将面对挑战，这一观点得到了最近宣布的裁员和生产放缓消息的强化。在这种背景下，我倾向于使用一种中立的期权交易，并且假设我刚刚概述的大多数负面因素是众所周知的。这可以将股价的波动限制在本周末的10%之内，正如期权市场目前所暗示的那样。为了利用这一点，我会使用“宽跨式交易”。这涉及购买较长日期的跨式，并卖出较近期日期的跨式。具体来说，我正在考虑卖出4月26日到期的133/162.5跨式，以帮助支付购买8月到期的130/165跨式的费用。本文编译自CNBC，原文标题：Tesla could be volatile this week on earnings. 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09:29","market":"sh","language":"zh","title":"A股游戏股继续调整，三七互娱一字跌停","url":"https://stock-news.laohu8.com/highlight/detail?id=1183739363","media":"老虎资讯综合","summary":"12月25日，A股游戏股继续调整，$三七互娱(002555)$竞价一字跌停，$巨人网络(002558)$、$姚记科技(002605)$、$游族网络(002174)$、$吉比特(603444)$、$恺英网络(002517)$、$世纪华通(002602)$、$凯撒文化(002425)$等纷纷低开。","content":"<html><head></head><body><p>12月25日，A股游戏股继续调整，<a href=\"https://laohu8.com/S/002555\">三七互娱</a>竞价一字跌停，<a href=\"https://laohu8.com/S/002605\">姚记科技</a>跌超9%，<a href=\"https://laohu8.com/S/002558\">巨人网络</a>跌超8%，<a href=\"https://laohu8.com/S/002517\">恺英网络</a>跌超7%，<a href=\"https://laohu8.com/S/002174\">游族网络</a>、<a href=\"https://laohu8.com/S/603444\">吉比特</a>、<a href=\"https://laohu8.com/S/002602\">世纪华通</a>、<a href=\"https://laohu8.com/S/002425\">凯撒文化</a>等纷纷跟跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9873ee1d92c2c476c10007cae0a3914\" title=\"\" tg-width=\"804\" tg-height=\"514\"/></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>A股游戏股继续调整，三七互娱一字跌停</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; 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}\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\">\nA股游戏股继续调整，三七互娱一字跌停\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-12-25 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月25日，A股游戏股继续调整，<a href=\"https://laohu8.com/S/002555\">三七互娱</a>竞价一字跌停，<a href=\"https://laohu8.com/S/002605\">姚记科技</a>跌超9%，<a href=\"https://laohu8.com/S/002558\">巨人网络</a>跌超8%，<a href=\"https://laohu8.com/S/002517\">恺英网络</a>跌超7%，<a href=\"https://laohu8.com/S/002174\">游族网络</a>、<a href=\"https://laohu8.com/S/603444\">吉比特</a>、<a href=\"https://laohu8.com/S/002602\">世纪华通</a>、<a href=\"https://laohu8.com/S/002425\">凯撒文化</a>等纷纷跟跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9873ee1d92c2c476c10007cae0a3914\" title=\"\" tg-width=\"804\" tg-height=\"514\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7eaa2c45cf70f617f2a492ecb0fcce5f","relate_stocks":{"BK0108":"虚拟现实","BK0200":"360概念","BK0077":"质押式回购","BK0094":"网络游戏","BK0196":"行业龙头","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0175":"白马股","BK0197":"中小创蓝筹","002555":"三七互娱","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc 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15:49","market":"sh","language":"zh","title":"专家：未来房价上涨压力很大！因新开工面积大幅下降","url":"https://stock-news.laohu8.com/highlight/detail?id=1159405558","media":"老虎资讯综合","summary":"大概在未来几个季度，会看到地产完工面积显著下滑。","content":"<html><head></head><body><p>据百度财经《有识》栏目，中银国际证券首席经济学家、北大国发院兼职教授徐高表示，相较“三条红线”政策推出之前的情况，地产新开工面积已下降了约2/3，在建面积下降了约1/2。这意味着地产完工面积不可能稳在现有水平上。大概在未来几个季度，会看到地产完工面积显著下滑。</p><p>那时，地产市场上出现供给收缩，需求扩张的局面。地产行业就会从供过于求变成供不应求，给房价带来上行压力。而2021年出台的22个大城市的集中供给政策，已经把大城市住宅类用地的单价明显推高。所以不远的未来，我国大城市的房价上涨压力恐怕会非常大。这显然不是监管者想要的结果。</p><p>当前的当务之急是，第一，恢复地产的开发融资，把整个行业从恶性循环里给拯救出来。第二，及时地废止集中供给的政策，加大土地的供给，尤其要加大大城市的土地供给，并通过各种政策来刺激房屋的建设，让地产供给快速恢复正常，这样才能够通过供给的扩张来平抑房价。</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>专家：未来房价上涨压力很大！因新开工面积大幅下降</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 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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专家：未来房价上涨压力很大！因新开工面积大幅下降\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-27 15:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据百度财经《有识》栏目，中银国际证券首席经济学家、北大国发院兼职教授徐高表示，相较“三条红线”政策推出之前的情况，地产新开工面积已下降了约2/3，在建面积下降了约1/2。这意味着地产完工面积不可能稳在现有水平上。大概在未来几个季度，会看到地产完工面积显著下滑。</p><p>那时，地产市场上出现供给收缩，需求扩张的局面。地产行业就会从供过于求变成供不应求，给房价带来上行压力。而2021年出台的22个大城市的集中供给政策，已经把大城市住宅类用地的单价明显推高。所以不远的未来，我国大城市的房价上涨压力恐怕会非常大。这显然不是监管者想要的结果。</p><p>当前的当务之急是，第一，恢复地产的开发融资，把整个行业从恶性循环里给拯救出来。第二，及时地废止集中供给的政策，加大土地的供给，尤其要加大大城市的土地供给，并通过各种政策来刺激房屋的建设，让地产供给快速恢复正常，这样才能够通过供给的扩张来平抑房价。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b8cc1e7567ad2c1dcb9f4d64c14835f8","relate_stocks":{"512200":"房地产ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159405558","content_text":"据百度财经《有识》栏目，中银国际证券首席经济学家、北大国发院兼职教授徐高表示，相较“三条红线”政策推出之前的情况，地产新开工面积已下降了约2/3，在建面积下降了约1/2。这意味着地产完工面积不可能稳在现有水平上。大概在未来几个季度，会看到地产完工面积显著下滑。那时，地产市场上出现供给收缩，需求扩张的局面。地产行业就会从供过于求变成供不应求，给房价带来上行压力。而2021年出台的22个大城市的集中供给政策，已经把大城市住宅类用地的单价明显推高。所以不远的未来，我国大城市的房价上涨压力恐怕会非常大。这显然不是监管者想要的结果。当前的当务之急是，第一，恢复地产的开发融资，把整个行业从恶性循环里给拯救出来。第二，及时地废止集中供给的政策，加大土地的供给，尤其要加大大城市的土地供给，并通过各种政策来刺激房屋的建设，让地产供给快速恢复正常，这样才能够通过供给的扩张来平抑房价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244610523480144,"gmtCreate":1700733907615,"gmtModify":1700733909456,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"2023马上要结束了。原计划挣100万，现在还差120万。谁能比我惨[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","listText":"2023马上要结束了。原计划挣100万，现在还差120万。谁能比我惨[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;[捂脸]&nbsp;&nbsp;","text":"2023马上要结束了。原计划挣100万，现在还差120万。谁能比我惨[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/244610523480144","isVote":1,"tweetType":1,"viewCount":2063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625923912,"gmtCreate":1676024759336,"gmtModify":1676025776274,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$&nbsp;</a>怎么跌成这个B样子了啊","listText":"<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$&nbsp;</a>怎么跌成这个B样子了啊","text":"$ARK Innovation ETF(ARKK)$ 怎么跌成这个B样子了啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/625923912","isVote":1,"tweetType":1,"viewCount":2536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298384406028384,"gmtCreate":1713865744980,"gmtModify":1713865746833,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"直接做空，目标价100","listText":"直接做空，目标价100","text":"直接做空，目标价100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298384406028384","repostId":"1169159793","repostType":2,"repost":{"id":"1169159793","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":1713858503,"share":"https://www.laohu8.com/m/news/1169159793?lang=&edition=full","pubTime":"2024-04-23 15:48","market":"us","language":"zh","title":"期权女巫 | Tesla本周可能因业绩剧烈波动，利用宽跨式策略来减轻风险","url":"https://stock-news.laohu8.com/highlight/detail?id=1169159793","media":"期权女巫","summary":"期权市场暗示着本周末可能会有大幅波动，可能上涨或下跌约10%。比亚迪 中国电池制造商比亚迪可能不为美国消费者所熟知，但在进入汽车业务后，该公司在全球汽车制造商的雷达上绝对引人注目。中国目前是电动汽车的最大市场，比亚迪在那里领先于特斯拉。因此，我认为近期环境对特斯拉仍将具有挑战性，这一观点得到了最近宣布的裁员和生产放缓的进一步强化。这涉及购买较长日期的跨式，并卖出较近期日期的跨式。","content":"<html><head></head><body><p>我是 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> 产品和公司的铁杆粉丝，但我们目前并不持有该公司的股票。</p><p>自11月4日达到历史最高水平以来，Tesla股票是“七巨头”中表现最差的成员。它的表现比该组中表现最佳的英伟达差得多，低于220%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26df659862292a167f30e5bbe10b950d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>有趣的是，Tesla在此期间也取得了一些显着的成就，我们将在周二收盘后公布业绩时了解更多情况。</p><p>期权市场暗示着本周末可能会有大幅波动，可能上涨或下跌约10%。</p><p>在美国制造商中，Tesla因为摒弃了传统的经销商模式，在定价上具有出色的灵活性，他们会动态调整价格。该公司已经多次降低价格，但有能力即时平衡供需，这有助于匹配生产和销售，但以利润率下降为代价。虽然我继续相信Tesla比福特汽车和通用汽车等公司，或者像Lucid和Rivian这样的美国电动车制造商更有能力在制造电动车方面盈利，但比亚迪将在未来一段时间内限制在中国的单位销售和利润率，并可能很快在美国和欧洲也是如此。</p><h2 id=\"id_1207181110\">以下是投资者关注的内容以及交易方式</h2><p>因此，我认为短期内Tesla的环境将面对挑战，这一观点得到了最近宣布的裁员和生产放缓消息的强化。在这种背景下，我倾向于使用一种中立的期权交易，并且假设我刚刚概述的大多数负面因素是众所周知的。这可以将股价的波动限制在本周末的10%之内，正如期权市场目前所暗示的那样。</p><p>为了利用这一点，我会使用<strong>“宽跨式交易”</strong>。<strong>这涉及购买较长日期的跨式，并卖出较近期日期的跨式</strong>。具体来说，我正在<strong>考虑卖出4月26日到期的133/162.5跨式，以帮助支付购买8月到期的130/165跨式的费用。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64d2de2f696d99ca7d145026def27aa6\" title=\"\" tg-width=\"1164\" tg-height=\"1413\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa3d866b76268d8e362f36f3e34bbfd8\" title=\"\" tg-width=\"1167\" tg-height=\"1461\"/></p><p><em>本文编译自CNBC，原文标题：Tesla could be volatile this week on earnings. Using options to mitigate the risk</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 | Tesla本周可能因业绩剧烈波动，利用宽跨式策略来减轻风险</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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 | Tesla本周可能因业绩剧烈波动，利用宽跨式策略来减轻风险\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\">2024-04-23 15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>我是 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> 产品和公司的铁杆粉丝，但我们目前并不持有该公司的股票。</p><p>自11月4日达到历史最高水平以来，Tesla股票是“七巨头”中表现最差的成员。它的表现比该组中表现最佳的英伟达差得多，低于220%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26df659862292a167f30e5bbe10b950d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>有趣的是，Tesla在此期间也取得了一些显着的成就，我们将在周二收盘后公布业绩时了解更多情况。</p><p>期权市场暗示着本周末可能会有大幅波动，可能上涨或下跌约10%。</p><p>在美国制造商中，Tesla因为摒弃了传统的经销商模式，在定价上具有出色的灵活性，他们会动态调整价格。该公司已经多次降低价格，但有能力即时平衡供需，这有助于匹配生产和销售，但以利润率下降为代价。虽然我继续相信Tesla比福特汽车和通用汽车等公司，或者像Lucid和Rivian这样的美国电动车制造商更有能力在制造电动车方面盈利，但比亚迪将在未来一段时间内限制在中国的单位销售和利润率，并可能很快在美国和欧洲也是如此。</p><h2 id=\"id_1207181110\">以下是投资者关注的内容以及交易方式</h2><p>因此，我认为短期内Tesla的环境将面对挑战，这一观点得到了最近宣布的裁员和生产放缓消息的强化。在这种背景下，我倾向于使用一种中立的期权交易，并且假设我刚刚概述的大多数负面因素是众所周知的。这可以将股价的波动限制在本周末的10%之内，正如期权市场目前所暗示的那样。</p><p>为了利用这一点，我会使用<strong>“宽跨式交易”</strong>。<strong>这涉及购买较长日期的跨式，并卖出较近期日期的跨式</strong>。具体来说，我正在<strong>考虑卖出4月26日到期的133/162.5跨式，以帮助支付购买8月到期的130/165跨式的费用。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64d2de2f696d99ca7d145026def27aa6\" title=\"\" tg-width=\"1164\" tg-height=\"1413\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa3d866b76268d8e362f36f3e34bbfd8\" title=\"\" tg-width=\"1167\" tg-height=\"1461\"/></p><p><em>本文编译自CNBC，原文标题：Tesla could be volatile this week on earnings. Using options to mitigate the risk</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169159793","content_text":"我是 Tesla 产品和公司的铁杆粉丝，但我们目前并不持有该公司的股票。自11月4日达到历史最高水平以来，Tesla股票是“七巨头”中表现最差的成员。它的表现比该组中表现最佳的英伟达差得多，低于220%。有趣的是，Tesla在此期间也取得了一些显着的成就，我们将在周二收盘后公布业绩时了解更多情况。期权市场暗示着本周末可能会有大幅波动，可能上涨或下跌约10%。在美国制造商中，Tesla因为摒弃了传统的经销商模式，在定价上具有出色的灵活性，他们会动态调整价格。该公司已经多次降低价格，但有能力即时平衡供需，这有助于匹配生产和销售，但以利润率下降为代价。虽然我继续相信Tesla比福特汽车和通用汽车等公司，或者像Lucid和Rivian这样的美国电动车制造商更有能力在制造电动车方面盈利，但比亚迪将在未来一段时间内限制在中国的单位销售和利润率，并可能很快在美国和欧洲也是如此。以下是投资者关注的内容以及交易方式因此，我认为短期内Tesla的环境将面对挑战，这一观点得到了最近宣布的裁员和生产放缓消息的强化。在这种背景下，我倾向于使用一种中立的期权交易，并且假设我刚刚概述的大多数负面因素是众所周知的。这可以将股价的波动限制在本周末的10%之内，正如期权市场目前所暗示的那样。为了利用这一点，我会使用“宽跨式交易”。这涉及购买较长日期的跨式，并卖出较近期日期的跨式。具体来说，我正在考虑卖出4月26日到期的133/162.5跨式，以帮助支付购买8月到期的130/165跨式的费用。本文编译自CNBC，原文标题：Tesla could be volatile this week on earnings. Using options to mitigate the risk","news_type":1},"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276094284718376,"gmtCreate":1708435961655,"gmtModify":1708437960335,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"牛皮啊啊啊啊","listText":"牛皮啊啊啊啊","text":"牛皮啊啊啊啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276094284718376","repostId":"2412738401","repostType":2,"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187285591199768,"gmtCreate":1686750103815,"gmtModify":1686750109609,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"今天我们聊聊最近的人气王英伟达吧 英伟达公司（NVIDIA Corporation）成立于1993年，总部位于美国加利福尼亚州圣克拉拉市。英伟达是一家全球领先的计算机技术公司，专注于设计和制造图形处理器（GPU）和系统芯片。该公司以其高性能的GPU产品而闻名，广泛应用于游戏、人工智能、数据中心等领域。 英伟达在游戏领域拥有强大的市场地位，其GPU产品被广泛用于游戏主机、个人电脑和移动设备，为用户提供卓越的游戏体验。同时，英伟达还通过其GeForce品牌为游戏开发者提供开发工具和技术支持，推动游戏行业的发展。 在人工智能领域，英伟达的GPU被广泛应用于深度学习和机器学习任务，为科学家和研究人员提供强大的计算能力。该公司还开发了一系列针对人工智能应用的软件工具和平台，帮助用户进行模型训练、推理和部署。 英伟达还在数据中心和云计算领域拥有一定的市场份额，其GPU产品被用于加速数据中心的计算和图形处理任务，提高数据处理效率和性能。 除了GPU产品，英伟达还开发和销售其他计算机相关的产品，如系统芯片、网络芯片和汽车电子产品。该公司在汽车领域的产品主要用于自动驾驶技术和车载娱乐系统。 英伟达以其创新的技术和产品而受到广泛认可，连续多年被评为全球最受尊敬的公司之一。","listText":"今天我们聊聊最近的人气王英伟达吧 英伟达公司（NVIDIA Corporation）成立于1993年，总部位于美国加利福尼亚州圣克拉拉市。英伟达是一家全球领先的计算机技术公司，专注于设计和制造图形处理器（GPU）和系统芯片。该公司以其高性能的GPU产品而闻名，广泛应用于游戏、人工智能、数据中心等领域。 英伟达在游戏领域拥有强大的市场地位，其GPU产品被广泛用于游戏主机、个人电脑和移动设备，为用户提供卓越的游戏体验。同时，英伟达还通过其GeForce品牌为游戏开发者提供开发工具和技术支持，推动游戏行业的发展。 在人工智能领域，英伟达的GPU被广泛应用于深度学习和机器学习任务，为科学家和研究人员提供强大的计算能力。该公司还开发了一系列针对人工智能应用的软件工具和平台，帮助用户进行模型训练、推理和部署。 英伟达还在数据中心和云计算领域拥有一定的市场份额，其GPU产品被用于加速数据中心的计算和图形处理任务，提高数据处理效率和性能。 除了GPU产品，英伟达还开发和销售其他计算机相关的产品，如系统芯片、网络芯片和汽车电子产品。该公司在汽车领域的产品主要用于自动驾驶技术和车载娱乐系统。 英伟达以其创新的技术和产品而受到广泛认可，连续多年被评为全球最受尊敬的公司之一。","text":"今天我们聊聊最近的人气王英伟达吧 英伟达公司（NVIDIA Corporation）成立于1993年，总部位于美国加利福尼亚州圣克拉拉市。英伟达是一家全球领先的计算机技术公司，专注于设计和制造图形处理器（GPU）和系统芯片。该公司以其高性能的GPU产品而闻名，广泛应用于游戏、人工智能、数据中心等领域。 英伟达在游戏领域拥有强大的市场地位，其GPU产品被广泛用于游戏主机、个人电脑和移动设备，为用户提供卓越的游戏体验。同时，英伟达还通过其GeForce品牌为游戏开发者提供开发工具和技术支持，推动游戏行业的发展。 在人工智能领域，英伟达的GPU被广泛应用于深度学习和机器学习任务，为科学家和研究人员提供强大的计算能力。该公司还开发了一系列针对人工智能应用的软件工具和平台，帮助用户进行模型训练、推理和部署。 英伟达还在数据中心和云计算领域拥有一定的市场份额，其GPU产品被用于加速数据中心的计算和图形处理任务，提高数据处理效率和性能。 除了GPU产品，英伟达还开发和销售其他计算机相关的产品，如系统芯片、网络芯片和汽车电子产品。该公司在汽车领域的产品主要用于自动驾驶技术和车载娱乐系统。 英伟达以其创新的技术和产品而受到广泛认可，连续多年被评为全球最受尊敬的公司之一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187285591199768","isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405311348605408,"gmtCreate":1739977537123,"gmtModify":1739977538654,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"Did","listText":"Did","text":"Did","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405311348605408","repostId":"405331754557488","repostType":1,"repost":{"id":405331754557488,"gmtCreate":1739977381772,"gmtModify":1739977429818,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"神秘大单做空英伟达波动率，或内定财报波动区间","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周到期看涨期权继续大量开仓，但看跌期权也在反向拉扯，虽然拉扯力度不是很大，看跌开仓主力就是140、139以及135。本周收盘很可能在135～140之间。值得注意的是，有人开仓12万手下周到期140call <a href=\"https://laohu8.com/OPT/NVDA%2020250228%20140.0%20CALL\">$NVDA 20250228 140.0 CALL$</a>和140put <a href=\"https://laohu8.com/OPT/NVDA 20250228 140.0 PUT\">$NVDA 20250228 140.0 PUT$&nbsp;</a> 根据成交价来看，大概率都是双卖策略，sell call和sell put，典型看跌财报波动率，根据其策略可推测英伟达下周波动区间126.4～153.6，涨跌幅不超过10%。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉这是要骗一波本周看涨的节奏，周五收盘上限不好说，但下限大概率不低于350。<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> put开仓就那么回事，目测回调最低到33，还是看涨力量更强，看涨期权迫不及待入场做多。40以上行权价的看涨期权开仓特别积极。值得注意的有两个大单，一个是总开仓22万手的铁鹰策略，方向不是很明确行权价距离又很近，可以有多种组合。不过仅从开仓考虑，这种量级开仓将股价锁定在某一区间内，即34.5～37。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周到期看涨期权继续大量开仓，但看跌期权也在反向拉扯，虽然拉扯力度不是很大，看跌开仓主力就是140、139以及135。本周收盘很可能在135～140之间。值得注意的是，有人开仓12万手下周到期140call <a href=\"https://laohu8.com/OPT/NVDA%2020250228%20140.0%20CALL\">$NVDA 20250228 140.0 CALL$</a>和140put <a href=\"https://laohu8.com/OPT/NVDA 20250228 140.0 PUT\">$NVDA 20250228 140.0 PUT$&nbsp;</a> 根据成交价来看，大概率都是双卖策略，sell call和sell put，典型看跌财报波动率，根据其策略可推测英伟达下周波动区间126.4～153.6，涨跌幅不超过10%。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉这是要骗一波本周看涨的节奏，周五收盘上限不好说，但下限大概率不低于350。<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> put开仓就那么回事，目测回调最低到33，还是看涨力量更强，看涨期权迫不及待入场做多。40以上行权价的看涨期权开仓特别积极。值得注意的有两个大单，一个是总开仓22万手的铁鹰策略，方向不是很明确行权价距离又很近，可以有多种组合。不过仅从开仓考虑，这种量级开仓将股价锁定在某一区间内，即34.5～37。","text":"$英伟达(NVDA)$ 本周到期看涨期权继续大量开仓，但看跌期权也在反向拉扯，虽然拉扯力度不是很大，看跌开仓主力就是140、139以及135。本周收盘很可能在135～140之间。值得注意的是，有人开仓12万手下周到期140call $NVDA 20250228 140.0 CALL$和140put $NVDA 20250228 140.0 PUT$ 根据成交价来看，大概率都是双卖策略，sell call和sell put，典型看跌财报波动率，根据其策略可推测英伟达下周波动区间126.4～153.6，涨跌幅不超过10%。 $特斯拉(TSLA)$ 特斯拉这是要骗一波本周看涨的节奏，周五收盘上限不好说，但下限大概率不低于350。$中国海外互联网ETF-KraneShares(KWEB)$ put开仓就那么回事，目测回调最低到33，还是看涨力量更强，看涨期权迫不及待入场做多。40以上行权价的看涨期权开仓特别积极。值得注意的有两个大单，一个是总开仓22万手的铁鹰策略，方向不是很明确行权价距离又很近，可以有多种组合。不过仅从开仓考虑，这种量级开仓将股价锁定在某一区间内，即34.5～37。","images":[{"img":"https://static.tigerbbs.com/932303bef95644a93cfb2c67d2184278","width":"1040","height":"992"},{"img":"https://static.tigerbbs.com/0ca6d69ca81e33d66ecc4ef8aac0de55","width":"2514","height":"624"},{"img":"https://static.tigerbbs.com/4c2011f6ddd7eb77240824ec87e6c9e2","width":"1040","height":"672"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405331754557488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404960539415144,"gmtCreate":1739891438955,"gmtModify":1739891440712,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"Hh&nbsp;","listText":"Hh&nbsp;","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404960539415144","repostId":"404978938638744","repostType":1,"repost":{"id":404978938638744,"gmtCreate":1739891346074,"gmtModify":1739891450013,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"2月月权到期周，批量期权作废不得不防","htmlText":"顺序是英伟达、特斯拉、kweb、fxi 和baba。本周比较特殊，周五是月权到期日，本周到期期权在总未平仓数据里占比很大，意味着机构需要处理掉这些期权。在交易时需要考虑到这一点。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 根据周五新增排序，多头想周初拉爆英伟达，盘前股价达到141以上。刚好机构上周五sell call 141 <a href=\"https://laohu8.com/OPT/NVDA%2020250221%20141.0%20CALL\">$NVDA 20250221 141.0 CALL$</a> ，开仓5.4万手，对冲买入149，开仓3.2万手。从新增开仓来看有向150靠近的趋势，有一定概率会逼空成功。不过这爆拉未必是好心，根据未平仓总体排序情况，看涨排名第一就是本周到期140call，有17.6万手未平仓。本周大概率冲高回落，不过看跌头部未平仓期权的行权价比较低，不知道是回140还是回130。考虑下周到期期权<a href=\"https://laohu8.com/OPT/NVDA 20250228 150.0 CALL\">$NVDA 20250228 150.0 CALL$&nbsp;</a> 放量，可能不会回调的太厉害，毕竟有财报预期吊着市场胃口。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 根据最新更新未平仓排序，2月跟3月特斯拉大概率在300～400之间震荡。本周机构sell call 365对冲买入390。看跌期权开仓都是极度价外，感觉股价会趋于走稳，波动率会大降。sell put 选择300即可。 <a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)</a>","listText":"顺序是英伟达、特斯拉、kweb、fxi 和baba。本周比较特殊，周五是月权到期日，本周到期期权在总未平仓数据里占比很大，意味着机构需要处理掉这些期权。在交易时需要考虑到这一点。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 根据周五新增排序，多头想周初拉爆英伟达，盘前股价达到141以上。刚好机构上周五sell call 141 <a href=\"https://laohu8.com/OPT/NVDA%2020250221%20141.0%20CALL\">$NVDA 20250221 141.0 CALL$</a> ，开仓5.4万手，对冲买入149，开仓3.2万手。从新增开仓来看有向150靠近的趋势，有一定概率会逼空成功。不过这爆拉未必是好心，根据未平仓总体排序情况，看涨排名第一就是本周到期140call，有17.6万手未平仓。本周大概率冲高回落，不过看跌头部未平仓期权的行权价比较低，不知道是回140还是回130。考虑下周到期期权<a href=\"https://laohu8.com/OPT/NVDA 20250228 150.0 CALL\">$NVDA 20250228 150.0 CALL$&nbsp;</a> 放量，可能不会回调的太厉害，毕竟有财报预期吊着市场胃口。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 根据最新更新未平仓排序，2月跟3月特斯拉大概率在300～400之间震荡。本周机构sell call 365对冲买入390。看跌期权开仓都是极度价外，感觉股价会趋于走稳，波动率会大降。sell put 选择300即可。 <a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)</a>","text":"顺序是英伟达、特斯拉、kweb、fxi 和baba。本周比较特殊，周五是月权到期日，本周到期期权在总未平仓数据里占比很大，意味着机构需要处理掉这些期权。在交易时需要考虑到这一点。 $英伟达(NVDA)$ 根据周五新增排序，多头想周初拉爆英伟达，盘前股价达到141以上。刚好机构上周五sell call 141 $NVDA 20250221 141.0 CALL$ ，开仓5.4万手，对冲买入149，开仓3.2万手。从新增开仓来看有向150靠近的趋势，有一定概率会逼空成功。不过这爆拉未必是好心，根据未平仓总体排序情况，看涨排名第一就是本周到期140call，有17.6万手未平仓。本周大概率冲高回落，不过看跌头部未平仓期权的行权价比较低，不知道是回140还是回130。考虑下周到期期权$NVDA 20250228 150.0 CALL$ 放量，可能不会回调的太厉害，毕竟有财报预期吊着市场胃口。 $特斯拉(TSLA)$ 根据最新更新未平仓排序，2月跟3月特斯拉大概率在300～400之间震荡。本周机构sell call 365对冲买入390。看跌期权开仓都是极度价外，感觉股价会趋于走稳，波动率会大降。sell put 选择300即可。 $中国海外互联网ETF-KraneShares(KWEB)","images":[{"img":"https://static.tigerbbs.com/29436637837aa85bdf4c4e6881b99815"},{"img":"https://static.tigerbbs.com/56fa44e738c9e82d69ed41d33d164422"},{"img":"https://static.tigerbbs.com/a4509ca4183141ffbe3e4cbbb9697e4c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404978938638744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404514918978056,"gmtCreate":1739784565442,"gmtModify":1739784566360,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"Fff&nbsp;","listText":"Fff&nbsp;","text":"Fff","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404514918978056","repostId":"1118631825","repostType":2,"repost":{"id":"1118631825","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1739775685,"share":"https://www.laohu8.com/m/news/1118631825?lang=&edition=full","pubTime":"2025-02-17 15:01","market":"us","language":"zh","title":"13F追踪 | 科技股仍是市场“宠儿”，桥水擒获AI牛股Applovin；巴菲特还在减持美银，ARK减持前五大重仓股","url":"https://stock-news.laohu8.com/highlight/detail?id=1118631825","media":"老虎资讯综合","summary":"巴菲特持续减持美银，却未再抛售苹果；科技股依旧受宠，贝莱德、摩根士丹利与摩根大通纷纷加码；桥水基金则成功擒获AI大牛股Applovin。桥水Q4押中“AI超级大牛股”Applovin13F报告显示，截至2024年四季度末，桥水基金持仓股的总市值为218亿美元，相较于前一季度的177亿美元环比上涨23.2%。ARK在第四季度新建仓7个标的，加仓52个标的，清仓11个标的，减持123个标的。截至2024年第四季度末，该行通过比特币和以太坊ETF持有的加密货币敞口已超过20亿美元。","content":"<html><head></head><body><p>近期，美股机构投资者13F报告陆续出炉，成为外界了解华尔街投资风向的重要渠道。</p><p>巴菲特持续减持美银，却未再抛售苹果；科技股依旧受宠，贝莱德、摩根士丹利与摩根大通纷纷加码；桥水基金则成功擒获AI大牛股Applovin。这些资本巨鳄的操作背后，究竟蕴藏着怎样的市场信号？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b241ba0cbc62875b2e4b4ee49321c41a\" tg-width=\"1080\" tg-height=\"3600\"/></p><blockquote><p><strong>“股神”Q4持仓出炉！巴菲特还在减持美银，未再抛苹果</strong></p></blockquote><p>13F文件显示，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>第四季度持仓总市值为2670亿美元，较上一季度小幅上升10亿美元，前十大持仓标的占总市值的89.72%。</p><p><strong>整体而言，伯克希尔的前十大持仓标的的排名未出现顺序变化，分别依然是苹果、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、丘博保险和德维特。这十大持仓股占伯克希尔持仓总市值的89.72%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fff90beb426a8ee2ee93d4678dca6c7a\" title=\"\" tg-width=\"1111\" tg-height=\"505\"/></p><p><strong>13F报告显示，伯克希尔在去年四季度还买入了酒业巨头Constellation Brands、达美乐披萨、VeriSign、Sirius XM和Pool公司。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0151c65b51d1c81ad510b06a2913d6b\" title=\"\" tg-width=\"1250\" tg-height=\"549\"/></p><p>其中，Constellation Brands是四季度伯克希尔唯一一只新建仓的股票。伯克希尔在当季总计买入了逾562万股Constellation Brands，价值逾12.4亿美元。</p><p><strong>伯克希尔当季的前五大卖出标的则分别为<a href=\"https://laohu8.com/S/C\">花旗</a>、美银、Nu Holdings、Charter Communicatio和Louisiana-Pacific。</strong></p><p>当季，伯克希尔将花旗的持仓猛砍了逾七成，持股环比减少了约4060.5万股。不难看到，对美银的进一步减持和对花旗的持仓猛降，反映出“股神”眼下对银行股的前景似乎并不看好。</p><blockquote><p><strong>贝莱德加码科技巨头</strong></p></blockquote><p>资管巨头贝莱德13F报告显示，截至第四季度末，贝莱德持仓股的总市值为4.94万亿美元，相较于前一季度的4.76万亿美元，环比上涨1.94%。</p><p>在持仓组合中，前十大持仓标的占总市值的28.17%，大型科技巨头仍占多数。分别为苹果、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、微软、亚马逊、META、博通、特斯拉、谷歌-A、谷歌-C、礼来。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb72ad6fa17032f4425f20b1313a1f8\" title=\"\" tg-width=\"1121\" tg-height=\"511\"/></p><p>从持仓比例变化来看，贝莱德在2024年第四季度的前五大买入标的为：特斯拉、亚马逊、博通、英伟达、苹果。前五大卖出标的包括：<a href=\"https://laohu8.com/S/UNH\">联合健康</a>、可口可乐、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>、<a href=\"https://laohu8.com/S/TMO\">赛默飞世尔</a>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3627d1634798fa24c5d672548320db3c\" title=\"\" tg-width=\"1253\" tg-height=\"526\"/></p><blockquote><p><strong>桥水Q4押中“AI超级大牛股”Applovin</strong></p></blockquote><p>13F报告显示，截至2024年四季度末，桥水基金持仓股的总市值为218亿美元，相较于前一季度的177亿美元环比上涨23.2%。</p><p>在前五大重仓股中，SPDR<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>位列第一，持仓约823万股，持仓市值约为48.25亿美元，占投资组合比例为22.12%，较上季度持仓数量激增883.56%。</p><p><a href=\"https://laohu8.com/S/EEMA\">iShares</a>标普500指数ETF位列第二，持仓约204万股，持仓市值约为12.01亿美元，占投资组合比例为5.50%，较上季度持仓数量减少8.25%。</p><p>新兴市场coreETF位列第三，持仓约1766万股，持仓市值约为9.22亿美元，占投资组合比例为4.23%，较上季度持仓数量减少0.68%。</p><p>Alphabet、英伟达分别位列第四和第五，持仓市值分别约为6.86亿美元、4.70亿美元，较上季度持仓数量分别减少17.31%、26.44%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50f148ae57df8a58c672207afe9eb3bb\" title=\"\" tg-width=\"1249\" tg-height=\"548\"/></p><blockquote><p><strong>ARK Q4减持其前五大重仓股</strong></p></blockquote><p>被喻为“木头姐”的凯茜·伍德旗下方舟基金ARK四季度美股持仓市值为120亿美元，环比上季度增加了11亿美元。ARK在第四季度新建仓7个标的，加仓52个标的，清仓11个标的，减持123个标的。</p><p>增持方面，ARK前五大增持个股分别为Archer Aviation、亚马逊、<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>、Gitlab，Natera。</p><p>前五大重仓股分别为特斯拉、<a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>、Coinbase、Palantir以及Roblox，不过上述五只重仓股ARK均进行了减持，减持幅度分别为28.36%、4.9%、6.37%、29.26%和14.35%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a102cb82208c926c0fe6f500ce189ca\" title=\"\" tg-width=\"1241\" tg-height=\"529\"/></p><blockquote><p><strong><a href=\"https://laohu8.com/S/GS\">高盛</a>Q4增持苹果、<a href=\"https://laohu8.com/S/BRCM\">博通</a>，加密货币敞口超20亿美元，比特币持仓翻倍</strong></p></blockquote><p>高盛第四季度持仓总市值为6300亿美元，上一季度总市值为6200亿美元，环比增长约0.8%。在第四季度的持仓组合中，高盛新增637只个股，增持2959只个股;同时清仓了433只个股，减持1955只个股。其中，前十大持仓标的占总市值的20.97%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdb4f4647137297d445c0b3e09860339\" title=\"\" tg-width=\"1239\" tg-height=\"594\"/></p><p>在前五大重仓标的中，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>位列第一，持仓约9105.7万股，持仓市值约228.03亿美元，占投资组合比例为3.59%，较上季度持仓数量增加了5.25%；</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>位列第二，持仓约1.41亿股，持仓市值约189.84亿美元，占投资组合比例为2.99%，较上季度持仓数量增加1.94%；</p><p><a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>位列第三，持仓约3227.2万股，持仓市值约189.14亿美元，占投资组合比例为2.98%，较上季度持仓数量减少2.63%；</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>位列第四，持仓约4326.4万股，持仓市值约182.36亿美元，占投资组合比例为2.87%，较上季度持仓数量增加0.66%；</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>位列第五，持仓5000.6万股，持仓市值约109.71亿美元，占投资组合比例为1.73%，较上季度持仓数量减少8.66%。</p><p>在前十大重仓股中，高盛还大幅增持了Meta和<a href=\"https://laohu8.com/S/AVGO\">博通</a>等。此外，高盛显著增持了比特币和以太坊ETF。截至2024年第四季度末，该行通过比特币和以太坊ETF持有的加密货币敞口已超过20亿美元。</p><p><img src=\"https://static.tigerbbs.com/2c9291972ae68e778c78dae843d1a3ed\" alt=\"\"/>具体来看，高盛的比特币相关投资敞口达到15.6亿美元，较上季度的7.1亿美元增长超过两倍。</p><p>截至第四季度末，高盛持有价值12.7亿美元的<a href=\"https://laohu8.com/S/IBIT\">比特币ETF-iShares</a>，总计2407.8万股，较上季度持仓数量增加逾88%。此外，高盛还披露持有价值2.88亿美元的<a href=\"https://laohu8.com/S/FBTC\">比特币ETF-Fidelity</a>，共计353.0万股，较上季度持仓数量增加105%。</p><p>值得注意的是，高盛在调整加密货币投资组合时，减持或清仓了部分规模较小的比特币ETF持仓，例如，该行将比特币ETF-Grayscale(GBTC.US)持仓价值降至360万美元，环比减少了97%。高盛还通过现货ETF建立了价值7.6亿美元的期权交易头寸，截至2024年12月31日，该公司仍持有价值1.57亿美元的比特币ETF-iShares看涨期权(IBIT.US,CALL)、5.27亿美元的比特币ETF-iShares看跌期权(IBIT.US,PUT)以及8400万美元的比特币ETF-Fidelity看跌期权(FBTC.US,PUT)。</p><p>随着比特币敞口的增加，高盛对以太坊的投资兴趣也显著提升。截至第四季度末，这家华尔街巨头现货以太坊ETF持仓价值达到4.765亿美元，较上季度的2510万美元增长近19倍。具体来看，高盛通过<a href=\"https://laohu8.com/S/FETH\">以太币ETF-Fidelity</a>(FETH.US)持有2.347亿美元的以太坊敞口，通过<a href=\"https://laohu8.com/S/ETHA\">以太坊ETF-iShares</a>(ETHA.US)持有2.355亿美元，通过低成本<a href=\"https://laohu8.com/S/ETHE\">以太坊ETF-Grayscale</a>(ETH.US)持有630万美元。</p><p>尽管以太坊投资显著增加，但其在高盛整体加密货币敞口中的占比仅为30%。</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>13F追踪 | 科技股仍是市场“宠儿”，桥水擒获AI牛股Applovin；巴菲特还在减持美银，ARK减持前五大重仓股</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\n13F追踪 | 科技股仍是市场“宠儿”，桥水擒获AI牛股Applovin；巴菲特还在减持美银，ARK减持前五大重仓股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-17 15:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近期，美股机构投资者13F报告陆续出炉，成为外界了解华尔街投资风向的重要渠道。</p><p>巴菲特持续减持美银，却未再抛售苹果；科技股依旧受宠，贝莱德、摩根士丹利与摩根大通纷纷加码；桥水基金则成功擒获AI大牛股Applovin。这些资本巨鳄的操作背后，究竟蕴藏着怎样的市场信号？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b241ba0cbc62875b2e4b4ee49321c41a\" tg-width=\"1080\" tg-height=\"3600\"/></p><blockquote><p><strong>“股神”Q4持仓出炉！巴菲特还在减持美银，未再抛苹果</strong></p></blockquote><p>13F文件显示，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>第四季度持仓总市值为2670亿美元，较上一季度小幅上升10亿美元，前十大持仓标的占总市值的89.72%。</p><p><strong>整体而言，伯克希尔的前十大持仓标的的排名未出现顺序变化，分别依然是苹果、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、<a href=\"https://laohu8.com/S/OXY\">西方石油</a>、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、丘博保险和德维特。这十大持仓股占伯克希尔持仓总市值的89.72%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fff90beb426a8ee2ee93d4678dca6c7a\" title=\"\" tg-width=\"1111\" tg-height=\"505\"/></p><p><strong>13F报告显示，伯克希尔在去年四季度还买入了酒业巨头Constellation Brands、达美乐披萨、VeriSign、Sirius XM和Pool公司。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0151c65b51d1c81ad510b06a2913d6b\" title=\"\" tg-width=\"1250\" tg-height=\"549\"/></p><p>其中，Constellation Brands是四季度伯克希尔唯一一只新建仓的股票。伯克希尔在当季总计买入了逾562万股Constellation Brands，价值逾12.4亿美元。</p><p><strong>伯克希尔当季的前五大卖出标的则分别为<a href=\"https://laohu8.com/S/C\">花旗</a>、美银、Nu Holdings、Charter Communicatio和Louisiana-Pacific。</strong></p><p>当季，伯克希尔将花旗的持仓猛砍了逾七成，持股环比减少了约4060.5万股。不难看到，对美银的进一步减持和对花旗的持仓猛降，反映出“股神”眼下对银行股的前景似乎并不看好。</p><blockquote><p><strong>贝莱德加码科技巨头</strong></p></blockquote><p>资管巨头贝莱德13F报告显示，截至第四季度末，贝莱德持仓股的总市值为4.94万亿美元，相较于前一季度的4.76万亿美元，环比上涨1.94%。</p><p>在持仓组合中，前十大持仓标的占总市值的28.17%，大型科技巨头仍占多数。分别为苹果、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、微软、亚马逊、META、博通、特斯拉、谷歌-A、谷歌-C、礼来。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb72ad6fa17032f4425f20b1313a1f8\" title=\"\" tg-width=\"1121\" tg-height=\"511\"/></p><p>从持仓比例变化来看，贝莱德在2024年第四季度的前五大买入标的为：特斯拉、亚马逊、博通、英伟达、苹果。前五大卖出标的包括：<a href=\"https://laohu8.com/S/UNH\">联合健康</a>、可口可乐、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/ELV\">Elevance Health</a>、<a href=\"https://laohu8.com/S/TMO\">赛默飞世尔</a>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3627d1634798fa24c5d672548320db3c\" title=\"\" tg-width=\"1253\" tg-height=\"526\"/></p><blockquote><p><strong>桥水Q4押中“AI超级大牛股”Applovin</strong></p></blockquote><p>13F报告显示，截至2024年四季度末，桥水基金持仓股的总市值为218亿美元，相较于前一季度的177亿美元环比上涨23.2%。</p><p>在前五大重仓股中，SPDR<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>位列第一，持仓约823万股，持仓市值约为48.25亿美元，占投资组合比例为22.12%，较上季度持仓数量激增883.56%。</p><p><a href=\"https://laohu8.com/S/EEMA\">iShares</a>标普500指数ETF位列第二，持仓约204万股，持仓市值约为12.01亿美元，占投资组合比例为5.50%，较上季度持仓数量减少8.25%。</p><p>新兴市场coreETF位列第三，持仓约1766万股，持仓市值约为9.22亿美元，占投资组合比例为4.23%，较上季度持仓数量减少0.68%。</p><p>Alphabet、英伟达分别位列第四和第五，持仓市值分别约为6.86亿美元、4.70亿美元，较上季度持仓数量分别减少17.31%、26.44%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50f148ae57df8a58c672207afe9eb3bb\" title=\"\" tg-width=\"1249\" tg-height=\"548\"/></p><blockquote><p><strong>ARK Q4减持其前五大重仓股</strong></p></blockquote><p>被喻为“木头姐”的凯茜·伍德旗下方舟基金ARK四季度美股持仓市值为120亿美元，环比上季度增加了11亿美元。ARK在第四季度新建仓7个标的，加仓52个标的，清仓11个标的，减持123个标的。</p><p>增持方面，ARK前五大增持个股分别为Archer Aviation、亚马逊、<a href=\"https://laohu8.com/S/ILMN\">Illumina</a>、Gitlab，Natera。</p><p>前五大重仓股分别为特斯拉、<a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>、Coinbase、Palantir以及Roblox，不过上述五只重仓股ARK均进行了减持，减持幅度分别为28.36%、4.9%、6.37%、29.26%和14.35%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a102cb82208c926c0fe6f500ce189ca\" title=\"\" tg-width=\"1241\" tg-height=\"529\"/></p><blockquote><p><strong><a href=\"https://laohu8.com/S/GS\">高盛</a>Q4增持苹果、<a href=\"https://laohu8.com/S/BRCM\">博通</a>，加密货币敞口超20亿美元，比特币持仓翻倍</strong></p></blockquote><p>高盛第四季度持仓总市值为6300亿美元，上一季度总市值为6200亿美元，环比增长约0.8%。在第四季度的持仓组合中，高盛新增637只个股，增持2959只个股;同时清仓了433只个股，减持1955只个股。其中，前十大持仓标的占总市值的20.97%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdb4f4647137297d445c0b3e09860339\" title=\"\" tg-width=\"1239\" tg-height=\"594\"/></p><p>在前五大重仓标的中，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>位列第一，持仓约9105.7万股，持仓市值约228.03亿美元，占投资组合比例为3.59%，较上季度持仓数量增加了5.25%；</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>位列第二，持仓约1.41亿股，持仓市值约189.84亿美元，占投资组合比例为2.99%，较上季度持仓数量增加1.94%；</p><p><a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>位列第三，持仓约3227.2万股，持仓市值约189.14亿美元，占投资组合比例为2.98%，较上季度持仓数量减少2.63%；</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>位列第四，持仓约4326.4万股，持仓市值约182.36亿美元，占投资组合比例为2.87%，较上季度持仓数量增加0.66%；</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>位列第五，持仓5000.6万股，持仓市值约109.71亿美元，占投资组合比例为1.73%，较上季度持仓数量减少8.66%。</p><p>在前十大重仓股中，高盛还大幅增持了Meta和<a href=\"https://laohu8.com/S/AVGO\">博通</a>等。此外，高盛显著增持了比特币和以太坊ETF。截至2024年第四季度末，该行通过比特币和以太坊ETF持有的加密货币敞口已超过20亿美元。</p><p><img src=\"https://static.tigerbbs.com/2c9291972ae68e778c78dae843d1a3ed\" alt=\"\"/>具体来看，高盛的比特币相关投资敞口达到15.6亿美元，较上季度的7.1亿美元增长超过两倍。</p><p>截至第四季度末，高盛持有价值12.7亿美元的<a href=\"https://laohu8.com/S/IBIT\">比特币ETF-iShares</a>，总计2407.8万股，较上季度持仓数量增加逾88%。此外，高盛还披露持有价值2.88亿美元的<a href=\"https://laohu8.com/S/FBTC\">比特币ETF-Fidelity</a>，共计353.0万股，较上季度持仓数量增加105%。</p><p>值得注意的是，高盛在调整加密货币投资组合时，减持或清仓了部分规模较小的比特币ETF持仓，例如，该行将比特币ETF-Grayscale(GBTC.US)持仓价值降至360万美元，环比减少了97%。高盛还通过现货ETF建立了价值7.6亿美元的期权交易头寸，截至2024年12月31日，该公司仍持有价值1.57亿美元的比特币ETF-iShares看涨期权(IBIT.US,CALL)、5.27亿美元的比特币ETF-iShares看跌期权(IBIT.US,PUT)以及8400万美元的比特币ETF-Fidelity看跌期权(FBTC.US,PUT)。</p><p>随着比特币敞口的增加，高盛对以太坊的投资兴趣也显著提升。截至第四季度末，这家华尔街巨头现货以太坊ETF持仓价值达到4.765亿美元，较上季度的2510万美元增长近19倍。具体来看，高盛通过<a href=\"https://laohu8.com/S/FETH\">以太币ETF-Fidelity</a>(FETH.US)持有2.347亿美元的以太坊敞口，通过<a href=\"https://laohu8.com/S/ETHA\">以太坊ETF-iShares</a>(ETHA.US)持有2.355亿美元，通过低成本<a href=\"https://laohu8.com/S/ETHE\">以太坊ETF-Grayscale</a>(ETH.US)持有630万美元。</p><p>尽管以太坊投资显著增加，但其在高盛整体加密货币敞口中的占比仅为30%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"MSFT":"微软","TSLA":"特斯拉","AAPL":"苹果","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","BK4505":"高瓴资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","NVDA":"英伟达","APP":"AppLovin Corporation"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118631825","content_text":"近期，美股机构投资者13F报告陆续出炉，成为外界了解华尔街投资风向的重要渠道。巴菲特持续减持美银，却未再抛售苹果；科技股依旧受宠，贝莱德、摩根士丹利与摩根大通纷纷加码；桥水基金则成功擒获AI大牛股Applovin。这些资本巨鳄的操作背后，究竟蕴藏着怎样的市场信号？“股神”Q4持仓出炉！巴菲特还在减持美银，未再抛苹果13F文件显示，伯克希尔第四季度持仓总市值为2670亿美元，较上一季度小幅上升10亿美元，前十大持仓标的占总市值的89.72%。整体而言，伯克希尔的前十大持仓标的的排名未出现顺序变化，分别依然是苹果、美国运通、美国银行、可口可乐、雪佛龙、西方石油、穆迪、卡夫亨氏、丘博保险和德维特。这十大持仓股占伯克希尔持仓总市值的89.72%。13F报告显示，伯克希尔在去年四季度还买入了酒业巨头Constellation Brands、达美乐披萨、VeriSign、Sirius XM和Pool公司。其中，Constellation Brands是四季度伯克希尔唯一一只新建仓的股票。伯克希尔在当季总计买入了逾562万股Constellation Brands，价值逾12.4亿美元。伯克希尔当季的前五大卖出标的则分别为花旗、美银、Nu Holdings、Charter Communicatio和Louisiana-Pacific。当季，伯克希尔将花旗的持仓猛砍了逾七成，持股环比减少了约4060.5万股。不难看到，对美银的进一步减持和对花旗的持仓猛降，反映出“股神”眼下对银行股的前景似乎并不看好。贝莱德加码科技巨头资管巨头贝莱德13F报告显示，截至第四季度末，贝莱德持仓股的总市值为4.94万亿美元，相较于前一季度的4.76万亿美元，环比上涨1.94%。在持仓组合中，前十大持仓标的占总市值的28.17%，大型科技巨头仍占多数。分别为苹果、英伟达、微软、亚马逊、META、博通、特斯拉、谷歌-A、谷歌-C、礼来。从持仓比例变化来看，贝莱德在2024年第四季度的前五大买入标的为：特斯拉、亚马逊、博通、英伟达、苹果。前五大卖出标的包括：联合健康、可口可乐、埃克森美孚、Elevance Health、赛默飞世尔。桥水Q4押中“AI超级大牛股”Applovin13F报告显示，截至2024年四季度末，桥水基金持仓股的总市值为218亿美元，相较于前一季度的177亿美元环比上涨23.2%。在前五大重仓股中，SPDR标普500指数ETF位列第一，持仓约823万股，持仓市值约为48.25亿美元，占投资组合比例为22.12%，较上季度持仓数量激增883.56%。iShares标普500指数ETF位列第二，持仓约204万股，持仓市值约为12.01亿美元，占投资组合比例为5.50%，较上季度持仓数量减少8.25%。新兴市场coreETF位列第三，持仓约1766万股，持仓市值约为9.22亿美元，占投资组合比例为4.23%，较上季度持仓数量减少0.68%。Alphabet、英伟达分别位列第四和第五，持仓市值分别约为6.86亿美元、4.70亿美元，较上季度持仓数量分别减少17.31%、26.44%。ARK Q4减持其前五大重仓股被喻为“木头姐”的凯茜·伍德旗下方舟基金ARK四季度美股持仓市值为120亿美元，环比上季度增加了11亿美元。ARK在第四季度新建仓7个标的，加仓52个标的，清仓11个标的，减持123个标的。增持方面，ARK前五大增持个股分别为Archer Aviation、亚马逊、Illumina、Gitlab，Natera。前五大重仓股分别为特斯拉、Roku Inc、Coinbase、Palantir以及Roblox，不过上述五只重仓股ARK均进行了减持，减持幅度分别为28.36%、4.9%、6.37%、29.26%和14.35%。高盛Q4增持苹果、博通，加密货币敞口超20亿美元，比特币持仓翻倍高盛第四季度持仓总市值为6300亿美元，上一季度总市值为6200亿美元，环比增长约0.8%。在第四季度的持仓组合中，高盛新增637只个股，增持2959只个股;同时清仓了433只个股，减持1955只个股。其中，前十大持仓标的占总市值的20.97%。在前五大重仓标的中，苹果位列第一，持仓约9105.7万股，持仓市值约228.03亿美元，占投资组合比例为3.59%，较上季度持仓数量增加了5.25%；英伟达位列第二，持仓约1.41亿股，持仓市值约189.84亿美元，占投资组合比例为2.99%，较上季度持仓数量增加1.94%；标普500指数ETF位列第三，持仓约3227.2万股，持仓市值约189.14亿美元，占投资组合比例为2.98%，较上季度持仓数量减少2.63%；微软位列第四，持仓约4326.4万股，持仓市值约182.36亿美元，占投资组合比例为2.87%，较上季度持仓数量增加0.66%；亚马逊位列第五，持仓5000.6万股，持仓市值约109.71亿美元，占投资组合比例为1.73%，较上季度持仓数量减少8.66%。在前十大重仓股中，高盛还大幅增持了Meta和博通等。此外，高盛显著增持了比特币和以太坊ETF。截至2024年第四季度末，该行通过比特币和以太坊ETF持有的加密货币敞口已超过20亿美元。具体来看，高盛的比特币相关投资敞口达到15.6亿美元，较上季度的7.1亿美元增长超过两倍。截至第四季度末，高盛持有价值12.7亿美元的比特币ETF-iShares，总计2407.8万股，较上季度持仓数量增加逾88%。此外，高盛还披露持有价值2.88亿美元的比特币ETF-Fidelity，共计353.0万股，较上季度持仓数量增加105%。值得注意的是，高盛在调整加密货币投资组合时，减持或清仓了部分规模较小的比特币ETF持仓，例如，该行将比特币ETF-Grayscale(GBTC.US)持仓价值降至360万美元，环比减少了97%。高盛还通过现货ETF建立了价值7.6亿美元的期权交易头寸，截至2024年12月31日，该公司仍持有价值1.57亿美元的比特币ETF-iShares看涨期权(IBIT.US,CALL)、5.27亿美元的比特币ETF-iShares看跌期权(IBIT.US,PUT)以及8400万美元的比特币ETF-Fidelity看跌期权(FBTC.US,PUT)。随着比特币敞口的增加，高盛对以太坊的投资兴趣也显著提升。截至第四季度末，这家华尔街巨头现货以太坊ETF持仓价值达到4.765亿美元，较上季度的2510万美元增长近19倍。具体来看，高盛通过以太币ETF-Fidelity(FETH.US)持有2.347亿美元的以太坊敞口，通过以太坊ETF-iShares(ETHA.US)持有2.355亿美元，通过低成本以太坊ETF-Grayscale(ETH.US)持有630万美元。尽管以太坊投资显著增加，但其在高盛整体加密货币敞口中的占比仅为30%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397708539195976,"gmtCreate":1738119600624,"gmtModify":1738119602302,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"哈哈哈哈😂","listText":"哈哈哈哈😂","text":"哈哈哈哈😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397708539195976","repostId":"2507575293","repostType":2,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392498088366576,"gmtCreate":1736870185691,"gmtModify":1736870187425,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392498088366576","repostId":"392203286090184","repostType":1,"repost":{"id":392203286090184,"gmtCreate":1736758491867,"gmtModify":1736758612010,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"2025年10大最佳股票精选(Seeking Alpha)","htmlText":"Seeking Alpha评选的2024 最佳Top10股票中，整体表现为124%，超过 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的25%。其中就选中了大牛股 <a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$</a> 。而2025年的Top 10如下： <a href=\"https://laohu8.com/S/OPFI\">$OppFi Inc.(OPFI)$</a> 市值：6.5178 亿美元。量化评级：强力买入。板块：金融。行业：消费金融。由人工智能驱动的承保提供支持，OppFi 公司（OPFI）利用其可扩展的技术平台为服务不足的中等收入消费者提供信贷渠道。该公司公布了出色的2024年第三季度盈利结果，收入达到 1.36 亿美元的新高。同时，在信用表现改善、收益率提高和运营效率提升的推动下，GAAP下的净利润同比增长一倍多。该公司拥有精选的盈利指标，毛利率、ROE回报率远高于行业中位数。鉴于该股在过去三个月中令人难以置信的90%的价格回报，公司的预期市盈率（FWD PE）下降了 25%以上，而其滚动市盈率相对盈利增长比率（TTM PEG GAAP）相对于金融板块有超过 95%的折扣。OPFI 正在将自己定位为一个更广泛的数字金融服务平台，其对小企业贷款机构 Bitty 的投资就是证明。凭借坚实的基本面和积极的时效性指标，如每股收益修正和价格势头，若该行业出现持续反弹，OPFI 这一小盘股有望进一步上涨。 <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 市值：897.6 亿美元量化评级：强烈买入板块：金融行业：交易与支付处理服务Paypal公司是一家领先的金融科技公司，","listText":"Seeking Alpha评选的2024 最佳Top10股票中，整体表现为124%，超过 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的25%。其中就选中了大牛股 <a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$</a> 。而2025年的Top 10如下： <a href=\"https://laohu8.com/S/OPFI\">$OppFi Inc.(OPFI)$</a> 市值：6.5178 亿美元。量化评级：强力买入。板块：金融。行业：消费金融。由人工智能驱动的承保提供支持，OppFi 公司（OPFI）利用其可扩展的技术平台为服务不足的中等收入消费者提供信贷渠道。该公司公布了出色的2024年第三季度盈利结果，收入达到 1.36 亿美元的新高。同时，在信用表现改善、收益率提高和运营效率提升的推动下，GAAP下的净利润同比增长一倍多。该公司拥有精选的盈利指标，毛利率、ROE回报率远高于行业中位数。鉴于该股在过去三个月中令人难以置信的90%的价格回报，公司的预期市盈率（FWD PE）下降了 25%以上，而其滚动市盈率相对盈利增长比率（TTM PEG GAAP）相对于金融板块有超过 95%的折扣。OPFI 正在将自己定位为一个更广泛的数字金融服务平台，其对小企业贷款机构 Bitty 的投资就是证明。凭借坚实的基本面和积极的时效性指标，如每股收益修正和价格势头，若该行业出现持续反弹，OPFI 这一小盘股有望进一步上涨。 <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 市值：897.6 亿美元量化评级：强烈买入板块：金融行业：交易与支付处理服务Paypal公司是一家领先的金融科技公司，","text":"Seeking Alpha评选的2024 最佳Top10股票中，整体表现为124%，超过 $标普500(.SPX)$ 的25%。其中就选中了大牛股 $AppLovin Corporation(APP)$ 。而2025年的Top 10如下： $OppFi Inc.(OPFI)$ 市值：6.5178 亿美元。量化评级：强力买入。板块：金融。行业：消费金融。由人工智能驱动的承保提供支持，OppFi 公司（OPFI）利用其可扩展的技术平台为服务不足的中等收入消费者提供信贷渠道。该公司公布了出色的2024年第三季度盈利结果，收入达到 1.36 亿美元的新高。同时，在信用表现改善、收益率提高和运营效率提升的推动下，GAAP下的净利润同比增长一倍多。该公司拥有精选的盈利指标，毛利率、ROE回报率远高于行业中位数。鉴于该股在过去三个月中令人难以置信的90%的价格回报，公司的预期市盈率（FWD PE）下降了 25%以上，而其滚动市盈率相对盈利增长比率（TTM PEG GAAP）相对于金融板块有超过 95%的折扣。OPFI 正在将自己定位为一个更广泛的数字金融服务平台，其对小企业贷款机构 Bitty 的投资就是证明。凭借坚实的基本面和积极的时效性指标，如每股收益修正和价格势头，若该行业出现持续反弹，OPFI 这一小盘股有望进一步上涨。 $PayPal(PYPL)$ 市值：897.6 亿美元量化评级：强烈买入板块：金融行业：交易与支付处理服务Paypal公司是一家领先的金融科技公司，","images":[{"img":"https://static.tigerbbs.com/7e8f33b062c0cec1e71b9ac4ec39eb95"},{"img":"https://static.tigerbbs.com/d456fe0ec4082ef51a768258b445aab3"},{"img":"https://static.tigerbbs.com/b9e4b4265c552b293e05f6e3710f8203"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392203286090184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391077082112104,"gmtCreate":1736510237043,"gmtModify":1736514444917,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"title":"花旗、高盛、摩根大通、美国银行、台积电即将发布财报","htmlText":"查看详情： 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[财迷]","images":[{"img":"https://static.tigerbbs.com/addecb85a0406f27235ba224ef715539"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391077082112104","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382177591021976,"gmtCreate":1734349176096,"gmtModify":1734354477447,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"Disgusting&nbsp;","listText":"Disgusting&nbsp;","text":"Disgusting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382177591021976","repostId":"1171625334","repostType":2,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370211088150592,"gmtCreate":1731410764735,"gmtModify":1731410766527,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"冲入","listText":"冲入","text":"冲入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370211088150592","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318160117432584,"gmtCreate":1718714361764,"gmtModify":1718716450855,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"能不能邀请世界知名美女投资人来上课啊？，我估计我会沉迷投资学习不能自拔[捂脸][捂脸][捂脸][捂脸][捂脸]","listText":"能不能邀请世界知名美女投资人来上课啊？，我估计我会沉迷投资学习不能自拔[捂脸][捂脸][捂脸][捂脸][捂脸]","text":"能不能邀请世界知名美女投资人来上课啊？，我估计我会沉迷投资学习不能自拔[捂脸][捂脸][捂脸][捂脸][捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318160117432584","isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316120070648080,"gmtCreate":1718204040534,"gmtModify":1718204042790,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"掐指一算加入老虎🐯应该五载有余","listText":"掐指一算加入老虎🐯应该五载有余","text":"掐指一算加入老虎🐯应该五载有余","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316120070648080","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303601716023392,"gmtCreate":1715141765861,"gmtModify":1715141767802,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"天啦，宇宙杭要取消限购？这不又得掀起地产行业一阵腥风血雨了，可怕😱","listText":"天啦，宇宙杭要取消限购？这不又得掀起地产行业一阵腥风血雨了，可怕😱","text":"天啦，宇宙杭要取消限购？这不又得掀起地产行业一阵腥风血雨了，可怕😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303601716023392","repostId":"1109207122","repostType":2,"repost":{"id":"1109207122","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1715140928,"share":"https://www.laohu8.com/m/news/1109207122?lang=&edition=full","pubTime":"2024-05-08 12:02","market":"sh","language":"zh","title":"杭州四个核心区将取消新房限购？官方回应来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1109207122","media":"老虎资讯综合","summary":"今年杭州市场热度有所下降，不排除杭州也在酝酿重磅措施的可能性。","content":"<html><head></head><body><p>有市场消息称，杭州将全面取消新房限购。对此，杭州市房产市场综合管理服务中心相关人员向记者表示，目前杭州上城区、拱墅区、西湖区和滨江区的新房仍执行限购，外地户籍需连续缴纳1个月社保可购买1套房。</p><p>分析人士认为，今年杭州市场热度有所下降，不排除杭州也在酝酿重磅措施的可能性。</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>杭州四个核心区将取消新房限购？官方回应来了</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杭州四个核心区将取消新房限购？官方回应来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-08 12:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有市场消息称，杭州将全面取消新房限购。对此，杭州市房产市场综合管理服务中心相关人员向记者表示，目前杭州上城区、拱墅区、西湖区和滨江区的新房仍执行限购，外地户籍需连续缴纳1个月社保可购买1套房。</p><p>分析人士认为，今年杭州市场热度有所下降，不排除杭州也在酝酿重磅措施的可能性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4dcb7da3450c3425984150289b6a8585","relate_stocks":{"512200":"房地产ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109207122","content_text":"有市场消息称，杭州将全面取消新房限购。对此，杭州市房产市场综合管理服务中心相关人员向记者表示，目前杭州上城区、拱墅区、西湖区和滨江区的新房仍执行限购，外地户籍需连续缴纳1个月社保可购买1套房。分析人士认为，今年杭州市场热度有所下降，不排除杭州也在酝酿重磅措施的可能性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273933576056912,"gmtCreate":1707916180716,"gmtModify":1707916183766,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"2024必须暴富报复","listText":"2024必须暴富报复","text":"2024必须暴富报复","images":[{"img":"https://static.tigerbbs.com/530a6f5e07000b8f658c1d67e24db7ca"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273933576056912","isVote":1,"tweetType":1,"viewCount":1665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":261186839462136,"gmtCreate":1704776375038,"gmtModify":1704776377753,"author":{"id":"4138773785721910","authorId":"4138773785721910","name":"大内金虎零零发","avatar":"https://static.tigerbbs.com/d5e9be3f382943cf6d4f04fb39ee7600","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4138773785721910","authorIdStr":"4138773785721910"},"themes":[],"htmlText":"暴富2024冲冲冲[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"暴富2024冲冲冲[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"暴富2024冲冲冲[财迷] 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