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米米王
07-21 13:38
$The Metals Company(TMC)$
米米王
07-18
$特斯拉(TSLA)$
米米王
07-17
这篇文章不错,转发给大家看看
@小虎AV:稳定币法案上个月已在美国参议院获得通过,但在周二的程序性投票中,美国众议院的共和党保守派成功阻挠了包括稳定币法案在内的三项加密货币立法进程。当前美银北美银行研究主管Ebrahim Poonawala表示,对于对稳定币感兴趣的投资者来说,投资该技术的“镐和铲”(相关的基础配套领域)或许是明智之举,四大领域包括:区块链基础设施, $以太坊(ETH.USD.CC)$ ;正积极参与稳定币生态的传统银行, $摩根大通(JPM)$ ;支付公司, $Visa(V)$ $PayPal(PYPL)$ ;电商与支付服务平台, $Shopify Inc(SHOP)$ 加密货币法案在众议院推进受阻,消息传出后, $Circle Internet Corp.(CRCL)$ 股价应声大跌。当前如果让你选, $SharpLink Gaming(SBET)$ (持有ETH最多的公司)、 $Circle Internet Corp.(CRCL)$ (美股唯一稳定币公司)、 $Strategy(MSTR)$
米米王
07-04
$迈威尔科技(MRVL)$
米米王
06-28
这篇文章不错,转发给大家看看
@小虎周报:美股IPO市场盘点:哪些“顶流”在霸榜?哪些新星最闪耀?
米米王
06-19
$海天味业(03288)$
缅2
米米王
06-19
$海天味业(03288)$
酱油是为拌韭菜而来
米米王
06-19
这篇文章不错,转发给大家看看
@老虎APP功能介绍:【估值分析】帮助说明
米米王
06-19
$特斯拉(TSLA)$
米米王
05-30
$英伟达(NVDA)$
此时不跑更待何时,达子每次利好都是跑路的时候
米米王
04-09
$英伟达(NVDA)$
护城河目前无人可超越
米米王
04-09
这篇文章不错,转发给大家看看
@美股解毒师:关税实施对“七巨头”的影响分别有多大?
米米王
04-08
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$
米米王
02-09
这篇文章不错,转发给大家看看
@放牛娃呱呱呱:我平仓了
$MSTR 20250207 210.0 PUT$
,1. 市场波动别怕,卖put锁定入场价,投资风险可控。 2. 卖put策略登场,赚取稳定收益,拓展投资新方向。 3. 掌握卖put要点,巧用期权,收获低风险高回报。 4. 卖put降低成本,行情涨跌皆可应对,投资更灵活。 5. 解锁卖put玩法,增加额外收入,提升投资收益。 AI生成的。
米米王
02-07
感谢大神儿G无私分享[强]
@OptionS:我的期权常年交易标的【2025版】
米米王
02-03
$RCAT 20250207 8.0 PUT$
米米王
01-03
期权感悟 (4) : SCSP(sell cs put)缺点
查看详情:
期权感悟 (4) : SCSP(sell cs put)缺点
感谢老虎社区,学到不少,并找到不少投资线索。计划写个期权感悟系列小文,抛砖引玉,小结下10多年美股期权交易的经验教... 此帖仅开放于中国大陆用户
期权感悟 (4) : SCSP(sell cs put)缺点
米米王
01-03
期权感悟(8):SCSP(sell cs puts)策略优点
查看详情:
期权感悟(8):SCSP(sell cs puts)策略优点
之前介绍过Sell cs puts策略的缺点:期权感悟 (4) : SCSP(sell cs put)缺点 基础知... 此帖仅开放于中国大陆用户
期权感悟(8):SCSP(sell cs puts)策略优点
米米王
01-03
期权感悟(3):Cash-secured
查看详情:
期权感悟(3):Cash-secured
什么是sell put?老虎学堂里面有这个视频:段永平喊单拼多多赚300多万美金?sell put你也可以拥有 这... 此帖仅开放于中国大陆用户
期权感悟(3):Cash-secured
米米王
01-02
这篇文章不错,转发给大家看看
@OptionS:我的期权常年交易标的【2025版】
去老虎APP查看更多动态
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","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/60835f25c56f11b4fb2c8823dd423536","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457651766862192","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":457417919885904,"gmtCreate":1752710982891,"gmtModify":1752710984326,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457417919885904","repostId":"457283698782872","repostType":1,"repost":{"id":457283698782872,"gmtCreate":1752664780277,"gmtModify":1752880202068,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"美银列出4大稳定币投资领域!抓住机会,上车哪一家?","htmlText":"\n \n \n 稳定币法案上个月已在美国参议院获得通过,但在周二的程序性投票中,美国众议院的共和党保守派成功阻挠了包括稳定币法案在内的三项加密货币立法进程。当前美银北美银行研究主管Ebrahim Poonawala表示,对于对稳定币感兴趣的投资者来说,投资该技术的“镐和铲”(相关的基础配套领域)或许是明智之举,四大领域包括:区块链基础设施, <a href=\"https://laohu8.com/S/ETH.USD.CC\">$以太坊(ETH.USD.CC)$</a> ;正积极参与稳定币生态的传统银行, <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> ;支付公司, <a href=\"https://laohu8.com/S/V\">$Visa(V)$</a> <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> ;电商与支付服务平台, <a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> 加密货币法案在众议院推进受阻,消息传出后, <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 股价应声大跌。当前如果让你选, <a href=\"https://laohu8.com/S/SBET\">$SharpLink Gaming(SBET)$</a> (持有ETH最多的公司)、 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> (美股唯一稳定币公司)、 <a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$</a>\n \n","listText":"稳定币法案上个月已在美国参议院获得通过,但在周二的程序性投票中,美国众议院的共和党保守派成功阻挠了包括稳定币法案在内的三项加密货币立法进程。当前美银北美银行研究主管Ebrahim Poonawala表示,对于对稳定币感兴趣的投资者来说,投资该技术的“镐和铲”(相关的基础配套领域)或许是明智之举,四大领域包括:区块链基础设施, <a href=\"https://laohu8.com/S/ETH.USD.CC\">$以太坊(ETH.USD.CC)$</a> ;正积极参与稳定币生态的传统银行, <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> ;支付公司, <a href=\"https://laohu8.com/S/V\">$Visa(V)$</a> <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> ;电商与支付服务平台, <a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> 加密货币法案在众议院推进受阻,消息传出后, <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 股价应声大跌。当前如果让你选, <a href=\"https://laohu8.com/S/SBET\">$SharpLink Gaming(SBET)$</a> (持有ETH最多的公司)、 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> (美股唯一稳定币公司)、 <a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$</a>","text":"稳定币法案上个月已在美国参议院获得通过,但在周二的程序性投票中,美国众议院的共和党保守派成功阻挠了包括稳定币法案在内的三项加密货币立法进程。当前美银北美银行研究主管Ebrahim Poonawala表示,对于对稳定币感兴趣的投资者来说,投资该技术的“镐和铲”(相关的基础配套领域)或许是明智之举,四大领域包括:区块链基础设施, $以太坊(ETH.USD.CC)$ ;正积极参与稳定币生态的传统银行, $摩根大通(JPM)$ ;支付公司, $Visa(V)$ $PayPal(PYPL)$ ;电商与支付服务平台, $Shopify Inc(SHOP)$ 加密货币法案在众议院推进受阻,消息传出后, $Circle Internet Corp.(CRCL)$ 股价应声大跌。当前如果让你选, $SharpLink Gaming(SBET)$ (持有ETH最多的公司)、 $Circle Internet Corp.(CRCL)$ (美股唯一稳定币公司)、 $Strategy(MSTR)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457283698782872","isVote":1,"tweetType":2,"object":{"id":"fa91e359cb15474eaeb599eb3774a486","tweetId":"457283698782872","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/492fb5975145403692196699388/aW4ANo7BB0MA.mp4","poster":"https://static.tigerbbs.com/10ffc452aa90caad2aebb6d3972a3931"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452756416164248,"gmtCreate":1751561408799,"gmtModify":1751561410675,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$ </a> ","text":"$迈威尔科技(MRVL)$","images":[{"img":"https://static.tigerbbs.com/95db7e108e64dfa204c573c5ee98ed7e","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452756416164248","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":450631319151096,"gmtCreate":1751043563023,"gmtModify":1751043564846,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450631319151096","repostId":"450608896495776","repostType":1,"repost":{"id":450608896495776,"gmtCreate":1751017192201,"gmtModify":1751253696160,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股IPO市场盘点:哪些“顶流”在霸榜?哪些新星最闪耀?","htmlText":"整体IPO市场特征:降息未至,热度回升,但两极分化IPO活跃度大幅上升:截至6月,已有超过100家企业成功IPO,尤其集中在3月至6月,显示市场在经历2022-2023年低迷后,融资窗口逐渐打开募资规模与估值回暖:部分明星公司如 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 、 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 单次募资即超10亿美元,估值显著提升,显示高成长科技企业在AI与加密周期中备受追捧表现严重分化:上市以来涨幅最高的公司(如CRCL +540%、CRWV +298%)与跌幅最大的公司(如ADVANCED BIOMED -94.0%、TCTM -93.3%)之间差距巨大,显示投资者仍谨慎挑选标的总结判断理性回暖,优胜劣汰加剧“AI + 金融科技” 是本轮 IPO 的绝对主线,同时满足技术创新和实际商业化路径,估值溢价显著;医药、社交平台、身份安全等则体现“稳健增长+数据资产”的投资逻辑,走“慢牛”路线;传统周期性产业、低壁垒服务类公司 IPO 反应普遍冷淡,估值难以获得支撑,甚至上市即破发;结构性繁荣意味着:IPO市场虽热,但资金更趋集中,投资者“宁买高增长贵股,也不碰平庸便宜货”。最受关注的美股新股/次新股 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 业务 & 最新业绩:CoreWeave 是一家聚焦 AI/机器学习云基础设施的“AI Hyperscaler”。2025年第一季度收入与部署增长强劲,是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA</a>","listText":"整体IPO市场特征:降息未至,热度回升,但两极分化IPO活跃度大幅上升:截至6月,已有超过100家企业成功IPO,尤其集中在3月至6月,显示市场在经历2022-2023年低迷后,融资窗口逐渐打开募资规模与估值回暖:部分明星公司如 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 、 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 单次募资即超10亿美元,估值显著提升,显示高成长科技企业在AI与加密周期中备受追捧表现严重分化:上市以来涨幅最高的公司(如CRCL +540%、CRWV +298%)与跌幅最大的公司(如ADVANCED BIOMED -94.0%、TCTM -93.3%)之间差距巨大,显示投资者仍谨慎挑选标的总结判断理性回暖,优胜劣汰加剧“AI + 金融科技” 是本轮 IPO 的绝对主线,同时满足技术创新和实际商业化路径,估值溢价显著;医药、社交平台、身份安全等则体现“稳健增长+数据资产”的投资逻辑,走“慢牛”路线;传统周期性产业、低壁垒服务类公司 IPO 反应普遍冷淡,估值难以获得支撑,甚至上市即破发;结构性繁荣意味着:IPO市场虽热,但资金更趋集中,投资者“宁买高增长贵股,也不碰平庸便宜货”。最受关注的美股新股/次新股 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 业务 & 最新业绩:CoreWeave 是一家聚焦 AI/机器学习云基础设施的“AI Hyperscaler”。2025年第一季度收入与部署增长强劲,是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA</a>","text":"整体IPO市场特征:降息未至,热度回升,但两极分化IPO活跃度大幅上升:截至6月,已有超过100家企业成功IPO,尤其集中在3月至6月,显示市场在经历2022-2023年低迷后,融资窗口逐渐打开募资规模与估值回暖:部分明星公司如 $Circle Internet Corp.(CRCL)$ 、 $CoreWeave, Inc.(CRWV)$ 单次募资即超10亿美元,估值显著提升,显示高成长科技企业在AI与加密周期中备受追捧表现严重分化:上市以来涨幅最高的公司(如CRCL +540%、CRWV +298%)与跌幅最大的公司(如ADVANCED BIOMED -94.0%、TCTM -93.3%)之间差距巨大,显示投资者仍谨慎挑选标的总结判断理性回暖,优胜劣汰加剧“AI + 金融科技” 是本轮 IPO 的绝对主线,同时满足技术创新和实际商业化路径,估值溢价显著;医药、社交平台、身份安全等则体现“稳健增长+数据资产”的投资逻辑,走“慢牛”路线;传统周期性产业、低壁垒服务类公司 IPO 反应普遍冷淡,估值难以获得支撑,甚至上市即破发;结构性繁荣意味着:IPO市场虽热,但资金更趋集中,投资者“宁买高增长贵股,也不碰平庸便宜货”。最受关注的美股新股/次新股 $CoreWeave, Inc.(CRWV)$ 业务 & 最新业绩:CoreWeave 是一家聚焦 AI/机器学习云基础设施的“AI Hyperscaler”。2025年第一季度收入与部署增长强劲,是 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href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a> 缅2","text":"$海天味业(03288)$ 缅2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447531811397992","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447527095476848,"gmtCreate":1750297870924,"gmtModify":1750297872161,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a> 酱油是为拌韭菜而来","listText":"<a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a> 酱油是为拌韭菜而来","text":"$海天味业(03288)$ 酱油是为拌韭菜而来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447527095476848","isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447495934407016,"gmtCreate":1750290177557,"gmtModify":1750290178448,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447495934407016","repostId":"398605230","repostType":1,"repost":{"id":398605230,"gmtCreate":1606881898920,"gmtModify":1740629526035,"author":{"id":"3562804614994746","authorId":"3562804614994746","name":"老虎APP功能介绍","avatar":"https://static.tigerbbs.com/5a8e4414a77df621346870c2f7e7cab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562804614994746","authorIdStr":"3562804614994746"},"themes":[],"title":"【估值分析】帮助说明","htmlText":"“估值分析”通过选取相对估值指标“市盈率、市净率、市销率”,观察标的本身的估值在一段时期内的变化及所处位置,以及与同时期内标的所处行业的估值水平进行对比分析。得出标的当下所处的估值状态,并为投资者提供参考作用。除此之外,老虎还提供了额外一种特色估值指标-预测市盈率。 一、特色估值指标-预测市盈率 预测市盈率在投资决策和市场分析中具有重要作用,为投资者提供多方面参考依据,辅助其做出合理投资决策。 预测股价走势:预测市盈率可直接用于估算公司股价,公式为 “公司股价 = 预测市盈率 × 每股收益”。以特斯拉为例,假设其预测市盈率为 40,每股收益 3.5 美元,算出股价为 140 美元。若当前市场股价低于 140 美元,可能被低估,存在上涨空间;高于 140 美元,则可能被高估。投资者据此判断股价未来走势,决定是否买卖股票。 辅助期权交易定价:预测市盈率是期权买卖正股定价的重要工具。预测市盈率,以预测的近12个月净利润为基准计算的市盈率,作为预测公司股价重要的指标指标之一,例如,当前公司的预测市盈率为29.89,最新真实每股收益为6.42,则公司股价=预测市盈率*每股收益=29.89*6.42=191.89。那么可以将正股价191.89作为期权买卖的参考价。投资者对比期权行权价与预测股价,评估潜在收益和风险,决定是否进行期权交易。 横向对比评估投资价值:通过对比同行业不同公司的预测市盈率,投资者能发现投资机会。如苹果预测市盈率 30,同行平均 35,表明苹果相对同行被低估。若苹果基本面良好,这种估值差异可能是投资机遇。在半导体行业,英伟达预测市盈率 45,英特尔 28,不能仅据此判断投资价值,还需结合业务增长前景、技术创新能力等因素综合评估。 分析公司估值合理性:预测市盈率结合公司净利润增长和市值增长情况,可分析公司当前的溢价情况。若公司市值增长远大于净利润增长,可能存在较高溢价","listText":"“估值分析”通过选取相对估值指标“市盈率、市净率、市销率”,观察标的本身的估值在一段时期内的变化及所处位置,以及与同时期内标的所处行业的估值水平进行对比分析。得出标的当下所处的估值状态,并为投资者提供参考作用。除此之外,老虎还提供了额外一种特色估值指标-预测市盈率。 一、特色估值指标-预测市盈率 预测市盈率在投资决策和市场分析中具有重要作用,为投资者提供多方面参考依据,辅助其做出合理投资决策。 预测股价走势:预测市盈率可直接用于估算公司股价,公式为 “公司股价 = 预测市盈率 × 每股收益”。以特斯拉为例,假设其预测市盈率为 40,每股收益 3.5 美元,算出股价为 140 美元。若当前市场股价低于 140 美元,可能被低估,存在上涨空间;高于 140 美元,则可能被高估。投资者据此判断股价未来走势,决定是否买卖股票。 辅助期权交易定价:预测市盈率是期权买卖正股定价的重要工具。预测市盈率,以预测的近12个月净利润为基准计算的市盈率,作为预测公司股价重要的指标指标之一,例如,当前公司的预测市盈率为29.89,最新真实每股收益为6.42,则公司股价=预测市盈率*每股收益=29.89*6.42=191.89。那么可以将正股价191.89作为期权买卖的参考价。投资者对比期权行权价与预测股价,评估潜在收益和风险,决定是否进行期权交易。 横向对比评估投资价值:通过对比同行业不同公司的预测市盈率,投资者能发现投资机会。如苹果预测市盈率 30,同行平均 35,表明苹果相对同行被低估。若苹果基本面良好,这种估值差异可能是投资机遇。在半导体行业,英伟达预测市盈率 45,英特尔 28,不能仅据此判断投资价值,还需结合业务增长前景、技术创新能力等因素综合评估。 分析公司估值合理性:预测市盈率结合公司净利润增长和市值增长情况,可分析公司当前的溢价情况。若公司市值增长远大于净利润增长,可能存在较高溢价","text":"“估值分析”通过选取相对估值指标“市盈率、市净率、市销率”,观察标的本身的估值在一段时期内的变化及所处位置,以及与同时期内标的所处行业的估值水平进行对比分析。得出标的当下所处的估值状态,并为投资者提供参考作用。除此之外,老虎还提供了额外一种特色估值指标-预测市盈率。 一、特色估值指标-预测市盈率 预测市盈率在投资决策和市场分析中具有重要作用,为投资者提供多方面参考依据,辅助其做出合理投资决策。 预测股价走势:预测市盈率可直接用于估算公司股价,公式为 “公司股价 = 预测市盈率 × 每股收益”。以特斯拉为例,假设其预测市盈率为 40,每股收益 3.5 美元,算出股价为 140 美元。若当前市场股价低于 140 美元,可能被低估,存在上涨空间;高于 140 美元,则可能被高估。投资者据此判断股价未来走势,决定是否买卖股票。 辅助期权交易定价:预测市盈率是期权买卖正股定价的重要工具。预测市盈率,以预测的近12个月净利润为基准计算的市盈率,作为预测公司股价重要的指标指标之一,例如,当前公司的预测市盈率为29.89,最新真实每股收益为6.42,则公司股价=预测市盈率*每股收益=29.89*6.42=191.89。那么可以将正股价191.89作为期权买卖的参考价。投资者对比期权行权价与预测股价,评估潜在收益和风险,决定是否进行期权交易。 横向对比评估投资价值:通过对比同行业不同公司的预测市盈率,投资者能发现投资机会。如苹果预测市盈率 30,同行平均 35,表明苹果相对同行被低估。若苹果基本面良好,这种估值差异可能是投资机遇。在半导体行业,英伟达预测市盈率 45,英特尔 28,不能仅据此判断投资价值,还需结合业务增长前景、技术创新能力等因素综合评估。 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/3f35d173b223e8689078579c8526b403","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447389806084664","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":440454001733744,"gmtCreate":1748571515466,"gmtModify":1748571517109,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 此时不跑更待何时,达子每次利好都是跑路的时候","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 此时不跑更待何时,达子每次利好都是跑路的时候","text":"$英伟达(NVDA)$ 此时不跑更待何时,达子每次利好都是跑路的时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440454001733744","isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422481170834232,"gmtCreate":1744175733547,"gmtModify":1744175734953,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 护城河目前无人可超越","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 护城河目前无人可超越","text":"$英伟达(NVDA)$ 护城河目前无人可超越","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422481170834232","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422403488505984,"gmtCreate":1744156126487,"gmtModify":1744156128423,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422403488505984","repostId":"422209859158200","repostType":1,"repost":{"id":422209859158200,"gmtCreate":1744085918171,"gmtModify":1745203979196,"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":"关税实施对“七巨头”的影响分别有多大?","htmlText":"大科技公司既然作为权重,自然是指引者 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 的主要波动。4月7日开盘受“小作文”影响 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 出现爆拉,但下半场交易中多空双方势均力敌,相对“均衡”,主要也是这两日关税影响似定未定。目前多空双方两条主线逻辑在互相影响:业绩下行压力(利好)。主要是供应链成本激增、利润压缩(竞争力下降),其中供应链转移不仅成本高昂、周期长,也还面临未来政策的再度变化。可能成为“豁免对象”(利空)。Apple从Trump上个周期就开始布局转移产业链(可能花费5000亿),Jensen也成为海湖庄园的常客。对Mag 7来说,50%的利润来自海外,远高于更标普500整体的41%,因此投资者也认为对Mag 7的影响更大。关税对七巨头的影响程度AAPL最坏的情况下,苹果利润可能会下降高达30%美国市场上的iPhone会涨价,其中16 Pro Max可能会涨价350美元,全球价格需要提高约6%才能部分对冲影响;中国供应链占比超80%,短期内难以替代,尽管可以尝试将部分产能转移至印度、越南,但当地也有关税且有良品率的问题;探索新型技术(如钙钛矿光伏电池)降低对中国供应链依赖;苹果曾成功在2019年游说特朗普政府豁免部分产品关税(如2019年iPhone),但此次政策豁免空间有限大多头Wedbush下调目标价(325-250)MSFT直接影响较小,微软的商业模式主要侧重于企业软件和云服务,且很大一部分收入来自与企业客户的长期合同,收入较为稳定;较有影响的是数据中心投资,主要是进口设备成本的增加,但微软当前本就对扩大其数据中心持谨慎态度(过度投资),反而正好借坡下驴企业客户因关税导致营收下滑,可能削减云服务","listText":"大科技公司既然作为权重,自然是指引者 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 的主要波动。4月7日开盘受“小作文”影响 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 出现爆拉,但下半场交易中多空双方势均力敌,相对“均衡”,主要也是这两日关税影响似定未定。目前多空双方两条主线逻辑在互相影响:业绩下行压力(利好)。主要是供应链成本激增、利润压缩(竞争力下降),其中供应链转移不仅成本高昂、周期长,也还面临未来政策的再度变化。可能成为“豁免对象”(利空)。Apple从Trump上个周期就开始布局转移产业链(可能花费5000亿),Jensen也成为海湖庄园的常客。对Mag 7来说,50%的利润来自海外,远高于更标普500整体的41%,因此投资者也认为对Mag 7的影响更大。关税对七巨头的影响程度AAPL最坏的情况下,苹果利润可能会下降高达30%美国市场上的iPhone会涨价,其中16 Pro Max可能会涨价350美元,全球价格需要提高约6%才能部分对冲影响;中国供应链占比超80%,短期内难以替代,尽管可以尝试将部分产能转移至印度、越南,但当地也有关税且有良品率的问题;探索新型技术(如钙钛矿光伏电池)降低对中国供应链依赖;苹果曾成功在2019年游说特朗普政府豁免部分产品关税(如2019年iPhone),但此次政策豁免空间有限大多头Wedbush下调目标价(325-250)MSFT直接影响较小,微软的商业模式主要侧重于企业软件和云服务,且很大一部分收入来自与企业客户的长期合同,收入较为稳定;较有影响的是数据中心投资,主要是进口设备成本的增加,但微软当前本就对扩大其数据中心持谨慎态度(过度投资),反而正好借坡下驴企业客户因关税导致营收下滑,可能削减云服务","text":"大科技公司既然作为权重,自然是指引者 $纳斯达克(.IXIC)$ 的主要波动。4月7日开盘受“小作文”影响 $纳斯达克100指数(NDX)$ 出现爆拉,但下半场交易中多空双方势均力敌,相对“均衡”,主要也是这两日关税影响似定未定。目前多空双方两条主线逻辑在互相影响:业绩下行压力(利好)。主要是供应链成本激增、利润压缩(竞争力下降),其中供应链转移不仅成本高昂、周期长,也还面临未来政策的再度变化。可能成为“豁免对象”(利空)。Apple从Trump上个周期就开始布局转移产业链(可能花费5000亿),Jensen也成为海湖庄园的常客。对Mag 7来说,50%的利润来自海外,远高于更标普500整体的41%,因此投资者也认为对Mag 7的影响更大。关税对七巨头的影响程度AAPL最坏的情况下,苹果利润可能会下降高达30%美国市场上的iPhone会涨价,其中16 Pro Max可能会涨价350美元,全球价格需要提高约6%才能部分对冲影响;中国供应链占比超80%,短期内难以替代,尽管可以尝试将部分产能转移至印度、越南,但当地也有关税且有良品率的问题;探索新型技术(如钙钛矿光伏电池)降低对中国供应链依赖;苹果曾成功在2019年游说特朗普政府豁免部分产品关税(如2019年iPhone),但此次政策豁免空间有限大多头Wedbush下调目标价(325-250)MSFT直接影响较小,微软的商业模式主要侧重于企业软件和云服务,且很大一部分收入来自与企业客户的长期合同,收入较为稳定;较有影响的是数据中心投资,主要是进口设备成本的增加,但微软当前本就对扩大其数据中心持谨慎态度(过度投资),反而正好借坡下驴企业客户因关税导致营收下滑,可能削减云服务","images":[{"img":"https://static.tigerbbs.com/a239d2bc5627dae2cc66222b73c98277"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422209859158200","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421976082653288,"gmtCreate":1744042213000,"gmtModify":1744042215855,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$</a> ","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$</a> ","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$","images":[{"img":"https://static.tigerbbs.com/04f81c4f53e84eb77c080c0084e69b19","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421976082653288","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":401507120513704,"gmtCreate":1739031603498,"gmtModify":1739031605479,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401507120513704","repostId":"401462875775376","repostType":1,"repost":{"id":401462875775376,"gmtCreate":1739021152769,"gmtModify":1746579345766,"author":{"id":"4116890642702040","authorId":"4116890642702040","name":"放牛娃呱呱呱","avatar":"https://static.tigerbbs.com/c01781231cea6a068a4a010e682bcf5c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4116890642702040","authorIdStr":"4116890642702040"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/MSTR 20250207 210.0 PUT\">$MSTR 20250207 210.0 PUT$ </a>,1. 市场波动别怕,卖put锁定入场价,投资风险可控。 2. 卖put策略登场,赚取稳定收益,拓展投资新方向。 3. 掌握卖put要点,巧用期权,收获低风险高回报。 4. 卖put降低成本,行情涨跌皆可应对,投资更灵活。 5. 解锁卖put玩法,增加额外收入,提升投资收益。 AI生成的。","listText":"我平仓了<a href=\"https://laohu8.com/OPT/MSTR 20250207 210.0 PUT\">$MSTR 20250207 210.0 PUT$ </a>,1. 市场波动别怕,卖put锁定入场价,投资风险可控。 2. 卖put策略登场,赚取稳定收益,拓展投资新方向。 3. 掌握卖put要点,巧用期权,收获低风险高回报。 4. 卖put降低成本,行情涨跌皆可应对,投资更灵活。 5. 解锁卖put玩法,增加额外收入,提升投资收益。 AI生成的。","text":"我平仓了$MSTR 20250207 210.0 PUT$ ,1. 市场波动别怕,卖put锁定入场价,投资风险可控。 2. 卖put策略登场,赚取稳定收益,拓展投资新方向。 3. 掌握卖put要点,巧用期权,收获低风险高回报。 4. 卖put降低成本,行情涨跌皆可应对,投资更灵活。 5. 解锁卖put玩法,增加额外收入,提升投资收益。 AI生成的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401462875775376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401124231750304,"gmtCreate":1738937966288,"gmtModify":1738937968059,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"感谢大神儿G无私分享[强] ","listText":"感谢大神儿G无私分享[强] ","text":"感谢大神儿G无私分享[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401124231750304","repostId":"388167657017912","repostType":1,"repost":{"id":388167657017912,"gmtCreate":1735809493633,"gmtModify":1735983598578,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585800644196386","authorIdStr":"3585800644196386"},"themes":[],"title":"我的期权常年交易标的【2025版】","htmlText":"选股对于投资者至关重要,更新一篇2025版常年期权交易标的,祝虎友们新年快乐,投资路上收获多多! 注:以下均是sell put常年交易标的,未必适用正股或者其他期权策略。 sell put期权策略希望寻找一些在熊市下跌有底,能够安心接盘的大标的。 一、US 1、<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> 从历史来看,纳斯达克指数不断新高,但时不时会腰斩。符合sell put策略,缺点就是iv低了一些,适合暴跌时下单sp。 2、苹果 AAPL 全球征苹果税,只要身边人没有大规模的从苹果迁移安卓,苹果xx卖的好点差点影响不大。 未来:手机依然是AI最佳落地场景,期待AI手机。 行权价:选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、微软 MSFT 最喜欢这种垄断型公司,也有AI想象空间。 行权价:选择三年forward pe 低于均值一个标准差的位置。 4、台积电 TSM 接盘台积电比接盘nvda更安心,地位更垄断。 5、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 收入结构依赖几个大厂预算,不如苹果和微软令人安心,所以仓位会轻一些。 6、 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目前sp没啥肉可吃,只能挑大幅回撤时下单。 二、数字货币 1、 <a href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> 数字货币指数,需要大陆之外的身份或者海外机构账户。 24年有了etf以后,以及有微策略这样不断买入的公司,猜测未来数字货币回撤幅度会低于历史情况(当然依然会有回撤)。 因为iv高","listText":"选股对于投资者至关重要,更新一篇2025版常年期权交易标的,祝虎友们新年快乐,投资路上收获多多! 注:以下均是sell put常年交易标的,未必适用正股或者其他期权策略。 sell put期权策略希望寻找一些在熊市下跌有底,能够安心接盘的大标的。 一、US 1、<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> 从历史来看,纳斯达克指数不断新高,但时不时会腰斩。符合sell put策略,缺点就是iv低了一些,适合暴跌时下单sp。 2、苹果 AAPL 全球征苹果税,只要身边人没有大规模的从苹果迁移安卓,苹果xx卖的好点差点影响不大。 未来:手机依然是AI最佳落地场景,期待AI手机。 行权价:选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、微软 MSFT 最喜欢这种垄断型公司,也有AI想象空间。 行权价:选择三年forward pe 低于均值一个标准差的位置。 4、台积电 TSM 接盘台积电比接盘nvda更安心,地位更垄断。 5、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 收入结构依赖几个大厂预算,不如苹果和微软令人安心,所以仓位会轻一些。 6、 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目前sp没啥肉可吃,只能挑大幅回撤时下单。 二、数字货币 1、 <a href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> 数字货币指数,需要大陆之外的身份或者海外机构账户。 24年有了etf以后,以及有微策略这样不断买入的公司,猜测未来数字货币回撤幅度会低于历史情况(当然依然会有回撤)。 因为iv高","text":"选股对于投资者至关重要,更新一篇2025版常年期权交易标的,祝虎友们新年快乐,投资路上收获多多! 注:以下均是sell put常年交易标的,未必适用正股或者其他期权策略。 sell put期权策略希望寻找一些在熊市下跌有底,能够安心接盘的大标的。 一、US 1、$纳指100ETF(QQQ)$ 从历史来看,纳斯达克指数不断新高,但时不时会腰斩。符合sell put策略,缺点就是iv低了一些,适合暴跌时下单sp。 2、苹果 AAPL 全球征苹果税,只要身边人没有大规模的从苹果迁移安卓,苹果xx卖的好点差点影响不大。 未来:手机依然是AI最佳落地场景,期待AI手机。 行权价:选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、微软 MSFT 最喜欢这种垄断型公司,也有AI想象空间。 行权价:选择三年forward pe 低于均值一个标准差的位置。 4、台积电 TSM 接盘台积电比接盘nvda更安心,地位更垄断。 5、 $英伟达(NVDA)$ 收入结构依赖几个大厂预算,不如苹果和微软令人安心,所以仓位会轻一些。 6、 $特斯拉(TSLA)$ 目前sp没啥肉可吃,只能挑大幅回撤时下单。 二、数字货币 1、 $iShares Bitcoin Trust(IBIT)$ 数字货币指数,需要大陆之外的身份或者海外机构账户。 24年有了etf以后,以及有微策略这样不断买入的公司,猜测未来数字货币回撤幅度会低于历史情况(当然依然会有回撤)。 因为iv高","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388167657017912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399379599872560,"gmtCreate":1738546054066,"gmtModify":1738546690225,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/RCAT 20250207 8.0 PUT\">$RCAT 20250207 8.0 PUT$</a> ","listText":"<a href=\"https://laohu8.com/OPT/RCAT 20250207 8.0 PUT\">$RCAT 20250207 8.0 PUT$</a> ","text":"$RCAT 20250207 8.0 PUT$","images":[{"img":"https://static.tigerbbs.com/971617308eaa3ee77aab9999fb3baf5e","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399379599872560","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388465029124656,"gmtCreate":1735883738798,"gmtModify":1735883741836,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"title":"期权感悟 (4) : SCSP(sell cs put)缺点","htmlText":"查看详情: <a href=\"https://www.laohu8.com/m/post/686530118?skin=1&os=iOS&account_id=4315392&utm_medium=tiger_community&platform=iOS&shareID=63ffb0d296bb5511670685dbf7a3f9d6&invite=LEFLZI&lang=zh_CN\">期权感悟 (4) : SCSP(sell cs put)缺点</a> 感谢老虎社区,学到不少,并找到不少投资线索。计划写个期权感悟系列小文,抛砖引玉,小结下10多年美股期权交易的经验教... 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.laohu8.com/m/post/686530118?skin=1&os=iOS&account_id=4315392&utm_medium=tiger_community&platform=iOS&shareID=63ffb0d296bb5511670685dbf7a3f9d6&invite=LEFLZI&lang=zh_CN\">期权感悟 (4) : SCSP(sell cs put)缺点</a> 感谢老虎社区,学到不少,并找到不少投资线索。计划写个期权感悟系列小文,抛砖引玉,小结下10多年美股期权交易的经验教... 此帖仅开放于中国大陆用户","text":"查看详情: 期权感悟 (4) : SCSP(sell cs put)缺点 感谢老虎社区,学到不少,并找到不少投资线索。计划写个期权感悟系列小文,抛砖引玉,小结下10多年美股期权交易的经验教... 此帖仅开放于中国大陆用户","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388465029124656","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388520698818712,"gmtCreate":1735883467506,"gmtModify":1735883470335,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"title":"期权感悟(8):SCSP(sell cs puts)策略优点","htmlText":"查看详情: <a href=\"https://www.laohu8.com/m/post/682180308?skin=1&os=iOS&account_id=4315392&utm_medium=tiger_community&platform=iOS&shareID=47262fd868afe011a1829ac20201d9d4&invite=LEFLZI&lang=zh_CN\">期权感悟(8):SCSP(sell cs puts)策略优点</a> 之前介绍过Sell cs puts策略的缺点:期权感悟 (4) : SCSP(sell cs put)缺点 基础知... 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.laohu8.com/m/post/682180308?skin=1&os=iOS&account_id=4315392&utm_medium=tiger_community&platform=iOS&shareID=47262fd868afe011a1829ac20201d9d4&invite=LEFLZI&lang=zh_CN\">期权感悟(8):SCSP(sell cs puts)策略优点</a> 之前介绍过Sell cs puts策略的缺点:期权感悟 (4) : SCSP(sell cs put)缺点 基础知... 此帖仅开放于中国大陆用户","text":"查看详情: 期权感悟(8):SCSP(sell cs puts)策略优点 之前介绍过Sell cs puts策略的缺点:期权感悟 (4) : SCSP(sell cs put)缺点 基础知... 此帖仅开放于中国大陆用户","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388520698818712","isVote":1,"tweetType":1,"viewCount":1900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388466000949704,"gmtCreate":1735883318793,"gmtModify":1735883405337,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"title":"期权感悟(3):Cash-secured","htmlText":"查看详情: <a href=\"https://www.laohu8.com/m/post/686590477?skin=1&os=iOS&account_id=4315392&utm_medium=tiger_community&platform=iOS&shareID=5568a2db6c6d3cc52446347024ecc951&invite=LEFLZI&lang=zh_CN\">期权感悟(3):Cash-secured</a> 什么是sell put?老虎学堂里面有这个视频:段永平喊单拼多多赚300多万美金?sell put你也可以拥有 这... 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.laohu8.com/m/post/686590477?skin=1&os=iOS&account_id=4315392&utm_medium=tiger_community&platform=iOS&shareID=5568a2db6c6d3cc52446347024ecc951&invite=LEFLZI&lang=zh_CN\">期权感悟(3):Cash-secured</a> 什么是sell put?老虎学堂里面有这个视频:段永平喊单拼多多赚300多万美金?sell put你也可以拥有 这... 此帖仅开放于中国大陆用户","text":"查看详情: 期权感悟(3):Cash-secured 什么是sell put?老虎学堂里面有这个视频:段永平喊单拼多多赚300多万美金?sell put你也可以拥有 这... 此帖仅开放于中国大陆用户","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388466000949704","isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388299511890072,"gmtCreate":1735829466791,"gmtModify":1735829469087,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388299511890072","repostId":"388167657017912","repostType":1,"repost":{"id":388167657017912,"gmtCreate":1735809493633,"gmtModify":1735983598578,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585800644196386","authorIdStr":"3585800644196386"},"themes":[],"title":"我的期权常年交易标的【2025版】","htmlText":"选股对于投资者至关重要,更新一篇2025版常年期权交易标的,祝虎友们新年快乐,投资路上收获多多! 注:以下均是sell put常年交易标的,未必适用正股或者其他期权策略。 sell put期权策略希望寻找一些在熊市下跌有底,能够安心接盘的大标的。 一、US 1、<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> 从历史来看,纳斯达克指数不断新高,但时不时会腰斩。符合sell put策略,缺点就是iv低了一些,适合暴跌时下单sp。 2、苹果 AAPL 全球征苹果税,只要身边人没有大规模的从苹果迁移安卓,苹果xx卖的好点差点影响不大。 未来:手机依然是AI最佳落地场景,期待AI手机。 行权价:选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、微软 MSFT 最喜欢这种垄断型公司,也有AI想象空间。 行权价:选择三年forward pe 低于均值一个标准差的位置。 4、台积电 TSM 接盘台积电比接盘nvda更安心,地位更垄断。 5、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 收入结构依赖几个大厂预算,不如苹果和微软令人安心,所以仓位会轻一些。 6、 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目前sp没啥肉可吃,只能挑大幅回撤时下单。 二、数字货币 1、 <a href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> 数字货币指数,需要大陆之外的身份或者海外机构账户。 24年有了etf以后,以及有微策略这样不断买入的公司,猜测未来数字货币回撤幅度会低于历史情况(当然依然会有回撤)。 因为iv高","listText":"选股对于投资者至关重要,更新一篇2025版常年期权交易标的,祝虎友们新年快乐,投资路上收获多多! 注:以下均是sell put常年交易标的,未必适用正股或者其他期权策略。 sell put期权策略希望寻找一些在熊市下跌有底,能够安心接盘的大标的。 一、US 1、<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> 从历史来看,纳斯达克指数不断新高,但时不时会腰斩。符合sell put策略,缺点就是iv低了一些,适合暴跌时下单sp。 2、苹果 AAPL 全球征苹果税,只要身边人没有大规模的从苹果迁移安卓,苹果xx卖的好点差点影响不大。 未来:手机依然是AI最佳落地场景,期待AI手机。 行权价:选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、微软 MSFT 最喜欢这种垄断型公司,也有AI想象空间。 行权价:选择三年forward pe 低于均值一个标准差的位置。 4、台积电 TSM 接盘台积电比接盘nvda更安心,地位更垄断。 5、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 收入结构依赖几个大厂预算,不如苹果和微软令人安心,所以仓位会轻一些。 6、 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目前sp没啥肉可吃,只能挑大幅回撤时下单。 二、数字货币 1、 <a href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> 数字货币指数,需要大陆之外的身份或者海外机构账户。 24年有了etf以后,以及有微策略这样不断买入的公司,猜测未来数字货币回撤幅度会低于历史情况(当然依然会有回撤)。 因为iv高","text":"选股对于投资者至关重要,更新一篇2025版常年期权交易标的,祝虎友们新年快乐,投资路上收获多多! 注:以下均是sell put常年交易标的,未必适用正股或者其他期权策略。 sell put期权策略希望寻找一些在熊市下跌有底,能够安心接盘的大标的。 一、US 1、$纳指100ETF(QQQ)$ 从历史来看,纳斯达克指数不断新高,但时不时会腰斩。符合sell put策略,缺点就是iv低了一些,适合暴跌时下单sp。 2、苹果 AAPL 全球征苹果税,只要身边人没有大规模的从苹果迁移安卓,苹果xx卖的好点差点影响不大。 未来:手机依然是AI最佳落地场景,期待AI手机。 行权价:选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、微软 MSFT 最喜欢这种垄断型公司,也有AI想象空间。 行权价:选择三年forward pe 低于均值一个标准差的位置。 4、台积电 TSM 接盘台积电比接盘nvda更安心,地位更垄断。 5、 $英伟达(NVDA)$ 收入结构依赖几个大厂预算,不如苹果和微软令人安心,所以仓位会轻一些。 6、 $特斯拉(TSLA)$ 目前sp没啥肉可吃,只能挑大幅回撤时下单。 二、数字货币 1、 $iShares Bitcoin Trust(IBIT)$ 数字货币指数,需要大陆之外的身份或者海外机构账户。 24年有了etf以后,以及有微策略这样不断买入的公司,猜测未来数字货币回撤幅度会低于历史情况(当然依然会有回撤)。 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护城河目前无人可超越","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422481170834232","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352494558756976,"gmtCreate":1727098193636,"gmtModify":1727098483786,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"title":"为什么美债指数tlt这两天下跌?","htmlText":"查看详情: <a href=\"https://www.laohu8.com/m/post/351419123745064?actionID=f9a20f8dbc815b1768b41e49426bd26b&skin=1&os=iOS&account_id=4315392&utm_medium=tiger_community&platform=iOS&shareID=7ba925fee4bd1e937118c209679b9e59&invite=LEFLZI&lang=zh_CN\">为什么美债指数tlt这两天下跌?</a> 为什么降息50bps后 $20+年以上美国国债ETF-iShares(TLT)$ 这两天下跌? 1. 美联储给的远... 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.laohu8.com/m/post/351419123745064?actionID=f9a20f8dbc815b1768b41e49426bd26b&skin=1&os=iOS&account_id=4315392&utm_medium=tiger_community&platform=iOS&shareID=7ba925fee4bd1e937118c209679b9e59&invite=LEFLZI&lang=zh_CN\">为什么美债指数tlt这两天下跌?</a> 为什么降息50bps后 $20+年以上美国国债ETF-iShares(TLT)$ 这两天下跌? 1. 美联储给的远... 此帖仅开放于中国大陆用户","text":"查看详情: 为什么美债指数tlt这两天下跌? 为什么降息50bps后 $20+年以上美国国债ETF-iShares(TLT)$ 这两天下跌? 1. 美联储给的远... 此帖仅开放于中国大陆用户","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/352494558756976","isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457651766862192,"gmtCreate":1752768213108,"gmtModify":1752768224275,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/60835f25c56f11b4fb2c8823dd423536","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457651766862192","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":457417919885904,"gmtCreate":1752710982891,"gmtModify":1752710984326,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457417919885904","repostId":"457283698782872","repostType":1,"repost":{"id":457283698782872,"gmtCreate":1752664780277,"gmtModify":1752880202068,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"美银列出4大稳定币投资领域!抓住机会,上车哪一家?","htmlText":"\n \n \n 稳定币法案上个月已在美国参议院获得通过,但在周二的程序性投票中,美国众议院的共和党保守派成功阻挠了包括稳定币法案在内的三项加密货币立法进程。当前美银北美银行研究主管Ebrahim Poonawala表示,对于对稳定币感兴趣的投资者来说,投资该技术的“镐和铲”(相关的基础配套领域)或许是明智之举,四大领域包括:区块链基础设施, <a href=\"https://laohu8.com/S/ETH.USD.CC\">$以太坊(ETH.USD.CC)$</a> ;正积极参与稳定币生态的传统银行, <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> ;支付公司, <a href=\"https://laohu8.com/S/V\">$Visa(V)$</a> <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> ;电商与支付服务平台, <a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> 加密货币法案在众议院推进受阻,消息传出后, <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 股价应声大跌。当前如果让你选, <a href=\"https://laohu8.com/S/SBET\">$SharpLink Gaming(SBET)$</a> (持有ETH最多的公司)、 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> (美股唯一稳定币公司)、 <a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$</a>\n \n","listText":"稳定币法案上个月已在美国参议院获得通过,但在周二的程序性投票中,美国众议院的共和党保守派成功阻挠了包括稳定币法案在内的三项加密货币立法进程。当前美银北美银行研究主管Ebrahim Poonawala表示,对于对稳定币感兴趣的投资者来说,投资该技术的“镐和铲”(相关的基础配套领域)或许是明智之举,四大领域包括:区块链基础设施, <a href=\"https://laohu8.com/S/ETH.USD.CC\">$以太坊(ETH.USD.CC)$</a> ;正积极参与稳定币生态的传统银行, <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> ;支付公司, <a href=\"https://laohu8.com/S/V\">$Visa(V)$</a> <a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> ;电商与支付服务平台, <a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> 加密货币法案在众议院推进受阻,消息传出后, <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 股价应声大跌。当前如果让你选, <a href=\"https://laohu8.com/S/SBET\">$SharpLink Gaming(SBET)$</a> (持有ETH最多的公司)、 <a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> (美股唯一稳定币公司)、 <a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$</a>","text":"稳定币法案上个月已在美国参议院获得通过,但在周二的程序性投票中,美国众议院的共和党保守派成功阻挠了包括稳定币法案在内的三项加密货币立法进程。当前美银北美银行研究主管Ebrahim Poonawala表示,对于对稳定币感兴趣的投资者来说,投资该技术的“镐和铲”(相关的基础配套领域)或许是明智之举,四大领域包括:区块链基础设施, $以太坊(ETH.USD.CC)$ ;正积极参与稳定币生态的传统银行, $摩根大通(JPM)$ ;支付公司, $Visa(V)$ $PayPal(PYPL)$ ;电商与支付服务平台, $Shopify Inc(SHOP)$ 加密货币法案在众议院推进受阻,消息传出后, $Circle Internet Corp.(CRCL)$ 股价应声大跌。当前如果让你选, $SharpLink Gaming(SBET)$ (持有ETH最多的公司)、 $Circle Internet Corp.(CRCL)$ (美股唯一稳定币公司)、 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","text":"$迈威尔科技(MRVL)$","images":[{"img":"https://static.tigerbbs.com/95db7e108e64dfa204c573c5ee98ed7e","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452756416164248","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":450631319151096,"gmtCreate":1751043563023,"gmtModify":1751043564846,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450631319151096","repostId":"450608896495776","repostType":1,"repost":{"id":450608896495776,"gmtCreate":1751017192201,"gmtModify":1751253696160,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股IPO市场盘点:哪些“顶流”在霸榜?哪些新星最闪耀?","htmlText":"整体IPO市场特征:降息未至,热度回升,但两极分化IPO活跃度大幅上升:截至6月,已有超过100家企业成功IPO,尤其集中在3月至6月,显示市场在经历2022-2023年低迷后,融资窗口逐渐打开募资规模与估值回暖:部分明星公司如 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单次募资即超10亿美元,估值显著提升,显示高成长科技企业在AI与加密周期中备受追捧表现严重分化:上市以来涨幅最高的公司(如CRCL +540%、CRWV +298%)与跌幅最大的公司(如ADVANCED BIOMED -94.0%、TCTM -93.3%)之间差距巨大,显示投资者仍谨慎挑选标的总结判断理性回暖,优胜劣汰加剧“AI + 金融科技” 是本轮 IPO 的绝对主线,同时满足技术创新和实际商业化路径,估值溢价显著;医药、社交平台、身份安全等则体现“稳健增长+数据资产”的投资逻辑,走“慢牛”路线;传统周期性产业、低壁垒服务类公司 IPO 反应普遍冷淡,估值难以获得支撑,甚至上市即破发;结构性繁荣意味着:IPO市场虽热,但资金更趋集中,投资者“宁买高增长贵股,也不碰平庸便宜货”。最受关注的美股新股/次新股 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 业务 & 最新业绩:CoreWeave 是一家聚焦 AI/机器学习云基础设施的“AI Hyperscaler”。2025年第一季度收入与部署增长强劲,是 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA</a>","text":"整体IPO市场特征:降息未至,热度回升,但两极分化IPO活跃度大幅上升:截至6月,已有超过100家企业成功IPO,尤其集中在3月至6月,显示市场在经历2022-2023年低迷后,融资窗口逐渐打开募资规模与估值回暖:部分明星公司如 $Circle Internet Corp.(CRCL)$ 、 $CoreWeave, Inc.(CRWV)$ 单次募资即超10亿美元,估值显著提升,显示高成长科技企业在AI与加密周期中备受追捧表现严重分化:上市以来涨幅最高的公司(如CRCL +540%、CRWV +298%)与跌幅最大的公司(如ADVANCED BIOMED -94.0%、TCTM -93.3%)之间差距巨大,显示投资者仍谨慎挑选标的总结判断理性回暖,优胜劣汰加剧“AI + 金融科技” 是本轮 IPO 的绝对主线,同时满足技术创新和实际商业化路径,估值溢价显著;医药、社交平台、身份安全等则体现“稳健增长+数据资产”的投资逻辑,走“慢牛”路线;传统周期性产业、低壁垒服务类公司 IPO 反应普遍冷淡,估值难以获得支撑,甚至上市即破发;结构性繁荣意味着:IPO市场虽热,但资金更趋集中,投资者“宁买高增长贵股,也不碰平庸便宜货”。最受关注的美股新股/次新股 $CoreWeave, Inc.(CRWV)$ 业务 & 最新业绩:CoreWeave 是一家聚焦 AI/机器学习云基础设施的“AI Hyperscaler”。2025年第一季度收入与部署增长强劲,是 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href=\"https://laohu8.com/S/03288\">$海天味业(03288)$</a> 缅2","text":"$海天味业(03288)$ 缅2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447531811397992","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447495934407016,"gmtCreate":1750290177557,"gmtModify":1750290178448,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447495934407016","repostId":"398605230","repostType":1,"repost":{"id":398605230,"gmtCreate":1606881898920,"gmtModify":1740629526035,"author":{"id":"3562804614994746","authorId":"3562804614994746","name":"老虎APP功能介绍","avatar":"https://static.tigerbbs.com/5a8e4414a77df621346870c2f7e7cab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562804614994746","authorIdStr":"3562804614994746"},"themes":[],"title":"【估值分析】帮助说明","htmlText":"“估值分析”通过选取相对估值指标“市盈率、市净率、市销率”,观察标的本身的估值在一段时期内的变化及所处位置,以及与同时期内标的所处行业的估值水平进行对比分析。得出标的当下所处的估值状态,并为投资者提供参考作用。除此之外,老虎还提供了额外一种特色估值指标-预测市盈率。 一、特色估值指标-预测市盈率 预测市盈率在投资决策和市场分析中具有重要作用,为投资者提供多方面参考依据,辅助其做出合理投资决策。 预测股价走势:预测市盈率可直接用于估算公司股价,公式为 “公司股价 = 预测市盈率 × 每股收益”。以特斯拉为例,假设其预测市盈率为 40,每股收益 3.5 美元,算出股价为 140 美元。若当前市场股价低于 140 美元,可能被低估,存在上涨空间;高于 140 美元,则可能被高估。投资者据此判断股价未来走势,决定是否买卖股票。 辅助期权交易定价:预测市盈率是期权买卖正股定价的重要工具。预测市盈率,以预测的近12个月净利润为基准计算的市盈率,作为预测公司股价重要的指标指标之一,例如,当前公司的预测市盈率为29.89,最新真实每股收益为6.42,则公司股价=预测市盈率*每股收益=29.89*6.42=191.89。那么可以将正股价191.89作为期权买卖的参考价。投资者对比期权行权价与预测股价,评估潜在收益和风险,决定是否进行期权交易。 横向对比评估投资价值:通过对比同行业不同公司的预测市盈率,投资者能发现投资机会。如苹果预测市盈率 30,同行平均 35,表明苹果相对同行被低估。若苹果基本面良好,这种估值差异可能是投资机遇。在半导体行业,英伟达预测市盈率 45,英特尔 28,不能仅据此判断投资价值,还需结合业务增长前景、技术创新能力等因素综合评估。 分析公司估值合理性:预测市盈率结合公司净利润增长和市值增长情况,可分析公司当前的溢价情况。若公司市值增长远大于净利润增长,可能存在较高溢价","listText":"“估值分析”通过选取相对估值指标“市盈率、市净率、市销率”,观察标的本身的估值在一段时期内的变化及所处位置,以及与同时期内标的所处行业的估值水平进行对比分析。得出标的当下所处的估值状态,并为投资者提供参考作用。除此之外,老虎还提供了额外一种特色估值指标-预测市盈率。 一、特色估值指标-预测市盈率 预测市盈率在投资决策和市场分析中具有重要作用,为投资者提供多方面参考依据,辅助其做出合理投资决策。 预测股价走势:预测市盈率可直接用于估算公司股价,公式为 “公司股价 = 预测市盈率 × 每股收益”。以特斯拉为例,假设其预测市盈率为 40,每股收益 3.5 美元,算出股价为 140 美元。若当前市场股价低于 140 美元,可能被低估,存在上涨空间;高于 140 美元,则可能被高估。投资者据此判断股价未来走势,决定是否买卖股票。 辅助期权交易定价:预测市盈率是期权买卖正股定价的重要工具。预测市盈率,以预测的近12个月净利润为基准计算的市盈率,作为预测公司股价重要的指标指标之一,例如,当前公司的预测市盈率为29.89,最新真实每股收益为6.42,则公司股价=预测市盈率*每股收益=29.89*6.42=191.89。那么可以将正股价191.89作为期权买卖的参考价。投资者对比期权行权价与预测股价,评估潜在收益和风险,决定是否进行期权交易。 横向对比评估投资价值:通过对比同行业不同公司的预测市盈率,投资者能发现投资机会。如苹果预测市盈率 30,同行平均 35,表明苹果相对同行被低估。若苹果基本面良好,这种估值差异可能是投资机遇。在半导体行业,英伟达预测市盈率 45,英特尔 28,不能仅据此判断投资价值,还需结合业务增长前景、技术创新能力等因素综合评估。 分析公司估值合理性:预测市盈率结合公司净利润增长和市值增长情况,可分析公司当前的溢价情况。若公司市值增长远大于净利润增长,可能存在较高溢价","text":"“估值分析”通过选取相对估值指标“市盈率、市净率、市销率”,观察标的本身的估值在一段时期内的变化及所处位置,以及与同时期内标的所处行业的估值水平进行对比分析。得出标的当下所处的估值状态,并为投资者提供参考作用。除此之外,老虎还提供了额外一种特色估值指标-预测市盈率。 一、特色估值指标-预测市盈率 预测市盈率在投资决策和市场分析中具有重要作用,为投资者提供多方面参考依据,辅助其做出合理投资决策。 预测股价走势:预测市盈率可直接用于估算公司股价,公式为 “公司股价 = 预测市盈率 × 每股收益”。以特斯拉为例,假设其预测市盈率为 40,每股收益 3.5 美元,算出股价为 140 美元。若当前市场股价低于 140 美元,可能被低估,存在上涨空间;高于 140 美元,则可能被高估。投资者据此判断股价未来走势,决定是否买卖股票。 辅助期权交易定价:预测市盈率是期权买卖正股定价的重要工具。预测市盈率,以预测的近12个月净利润为基准计算的市盈率,作为预测公司股价重要的指标指标之一,例如,当前公司的预测市盈率为29.89,最新真实每股收益为6.42,则公司股价=预测市盈率*每股收益=29.89*6.42=191.89。那么可以将正股价191.89作为期权买卖的参考价。投资者对比期权行权价与预测股价,评估潜在收益和风险,决定是否进行期权交易。 横向对比评估投资价值:通过对比同行业不同公司的预测市盈率,投资者能发现投资机会。如苹果预测市盈率 30,同行平均 35,表明苹果相对同行被低估。若苹果基本面良好,这种估值差异可能是投资机遇。在半导体行业,英伟达预测市盈率 45,英特尔 28,不能仅据此判断投资价值,还需结合业务增长前景、技术创新能力等因素综合评估。 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","text":"$20+年以上美国国债ETF-iShares(TLT)$","images":[{"img":"https://static.tigerbbs.com/d49e608003aa4e94fcd58637987700ae","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384386213573176","isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":382280630710456,"gmtCreate":1734361179413,"gmtModify":1734361225000,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDL 20250221 52.0 PUT\">$NVDL 20250221 52.0 PUT$</a> ","listText":"<a href=\"https://laohu8.com/OPT/NVDL 20250221 52.0 PUT\">$NVDL 20250221 52.0 PUT$</a> ","text":"$NVDL 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PUT$","images":[{"img":"https://static.tigerbbs.com/402bef5e668331a601a0ca8a23692ede","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382280630710456","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":422403488505984,"gmtCreate":1744156126487,"gmtModify":1744156128423,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422403488505984","repostId":"422209859158200","repostType":1,"repost":{"id":422209859158200,"gmtCreate":1744085918171,"gmtModify":1745203979196,"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":"关税实施对“七巨头”的影响分别有多大?","htmlText":"大科技公司既然作为权重,自然是指引者 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 的主要波动。4月7日开盘受“小作文”影响 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 出现爆拉,但下半场交易中多空双方势均力敌,相对“均衡”,主要也是这两日关税影响似定未定。目前多空双方两条主线逻辑在互相影响:业绩下行压力(利好)。主要是供应链成本激增、利润压缩(竞争力下降),其中供应链转移不仅成本高昂、周期长,也还面临未来政策的再度变化。可能成为“豁免对象”(利空)。Apple从Trump上个周期就开始布局转移产业链(可能花费5000亿),Jensen也成为海湖庄园的常客。对Mag 7来说,50%的利润来自海外,远高于更标普500整体的41%,因此投资者也认为对Mag 7的影响更大。关税对七巨头的影响程度AAPL最坏的情况下,苹果利润可能会下降高达30%美国市场上的iPhone会涨价,其中16 Pro Max可能会涨价350美元,全球价格需要提高约6%才能部分对冲影响;中国供应链占比超80%,短期内难以替代,尽管可以尝试将部分产能转移至印度、越南,但当地也有关税且有良品率的问题;探索新型技术(如钙钛矿光伏电池)降低对中国供应链依赖;苹果曾成功在2019年游说特朗普政府豁免部分产品关税(如2019年iPhone),但此次政策豁免空间有限大多头Wedbush下调目标价(325-250)MSFT直接影响较小,微软的商业模式主要侧重于企业软件和云服务,且很大一部分收入来自与企业客户的长期合同,收入较为稳定;较有影响的是数据中心投资,主要是进口设备成本的增加,但微软当前本就对扩大其数据中心持谨慎态度(过度投资),反而正好借坡下驴企业客户因关税导致营收下滑,可能削减云服务","listText":"大科技公司既然作为权重,自然是指引者 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 的主要波动。4月7日开盘受“小作文”影响 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 出现爆拉,但下半场交易中多空双方势均力敌,相对“均衡”,主要也是这两日关税影响似定未定。目前多空双方两条主线逻辑在互相影响:业绩下行压力(利好)。主要是供应链成本激增、利润压缩(竞争力下降),其中供应链转移不仅成本高昂、周期长,也还面临未来政策的再度变化。可能成为“豁免对象”(利空)。Apple从Trump上个周期就开始布局转移产业链(可能花费5000亿),Jensen也成为海湖庄园的常客。对Mag 7来说,50%的利润来自海外,远高于更标普500整体的41%,因此投资者也认为对Mag 7的影响更大。关税对七巨头的影响程度AAPL最坏的情况下,苹果利润可能会下降高达30%美国市场上的iPhone会涨价,其中16 Pro Max可能会涨价350美元,全球价格需要提高约6%才能部分对冲影响;中国供应链占比超80%,短期内难以替代,尽管可以尝试将部分产能转移至印度、越南,但当地也有关税且有良品率的问题;探索新型技术(如钙钛矿光伏电池)降低对中国供应链依赖;苹果曾成功在2019年游说特朗普政府豁免部分产品关税(如2019年iPhone),但此次政策豁免空间有限大多头Wedbush下调目标价(325-250)MSFT直接影响较小,微软的商业模式主要侧重于企业软件和云服务,且很大一部分收入来自与企业客户的长期合同,收入较为稳定;较有影响的是数据中心投资,主要是进口设备成本的增加,但微软当前本就对扩大其数据中心持谨慎态度(过度投资),反而正好借坡下驴企业客户因关税导致营收下滑,可能削减云服务","text":"大科技公司既然作为权重,自然是指引者 $纳斯达克(.IXIC)$ 的主要波动。4月7日开盘受“小作文”影响 $纳斯达克100指数(NDX)$ 出现爆拉,但下半场交易中多空双方势均力敌,相对“均衡”,主要也是这两日关税影响似定未定。目前多空双方两条主线逻辑在互相影响:业绩下行压力(利好)。主要是供应链成本激增、利润压缩(竞争力下降),其中供应链转移不仅成本高昂、周期长,也还面临未来政策的再度变化。可能成为“豁免对象”(利空)。Apple从Trump上个周期就开始布局转移产业链(可能花费5000亿),Jensen也成为海湖庄园的常客。对Mag 7来说,50%的利润来自海外,远高于更标普500整体的41%,因此投资者也认为对Mag 7的影响更大。关税对七巨头的影响程度AAPL最坏的情况下,苹果利润可能会下降高达30%美国市场上的iPhone会涨价,其中16 Pro Max可能会涨价350美元,全球价格需要提高约6%才能部分对冲影响;中国供应链占比超80%,短期内难以替代,尽管可以尝试将部分产能转移至印度、越南,但当地也有关税且有良品率的问题;探索新型技术(如钙钛矿光伏电池)降低对中国供应链依赖;苹果曾成功在2019年游说特朗普政府豁免部分产品关税(如2019年iPhone),但此次政策豁免空间有限大多头Wedbush下调目标价(325-250)MSFT直接影响较小,微软的商业模式主要侧重于企业软件和云服务,且很大一部分收入来自与企业客户的长期合同,收入较为稳定;较有影响的是数据中心投资,主要是进口设备成本的增加,但微软当前本就对扩大其数据中心持谨慎态度(过度投资),反而正好借坡下驴企业客户因关税导致营收下滑,可能削减云服务","images":[{"img":"https://static.tigerbbs.com/a239d2bc5627dae2cc66222b73c98277"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422209859158200","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401507120513704,"gmtCreate":1739031603498,"gmtModify":1739031605479,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401507120513704","repostId":"401462875775376","repostType":1,"repost":{"id":401462875775376,"gmtCreate":1739021152769,"gmtModify":1746579345766,"author":{"id":"4116890642702040","authorId":"4116890642702040","name":"放牛娃呱呱呱","avatar":"https://static.tigerbbs.com/c01781231cea6a068a4a010e682bcf5c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4116890642702040","authorIdStr":"4116890642702040"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/MSTR 20250207 210.0 PUT\">$MSTR 20250207 210.0 PUT$ </a>,1. 市场波动别怕,卖put锁定入场价,投资风险可控。 2. 卖put策略登场,赚取稳定收益,拓展投资新方向。 3. 掌握卖put要点,巧用期权,收获低风险高回报。 4. 卖put降低成本,行情涨跌皆可应对,投资更灵活。 5. 解锁卖put玩法,增加额外收入,提升投资收益。 AI生成的。","listText":"我平仓了<a href=\"https://laohu8.com/OPT/MSTR 20250207 210.0 PUT\">$MSTR 20250207 210.0 PUT$ </a>,1. 市场波动别怕,卖put锁定入场价,投资风险可控。 2. 卖put策略登场,赚取稳定收益,拓展投资新方向。 3. 掌握卖put要点,巧用期权,收获低风险高回报。 4. 卖put降低成本,行情涨跌皆可应对,投资更灵活。 5. 解锁卖put玩法,增加额外收入,提升投资收益。 AI生成的。","text":"我平仓了$MSTR 20250207 210.0 PUT$ ,1. 市场波动别怕,卖put锁定入场价,投资风险可控。 2. 卖put策略登场,赚取稳定收益,拓展投资新方向。 3. 掌握卖put要点,巧用期权,收获低风险高回报。 4. 卖put降低成本,行情涨跌皆可应对,投资更灵活。 5. 解锁卖put玩法,增加额外收入,提升投资收益。 AI生成的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401462875775376","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401124231750304,"gmtCreate":1738937966288,"gmtModify":1738937968059,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"感谢大神儿G无私分享[强] ","listText":"感谢大神儿G无私分享[强] ","text":"感谢大神儿G无私分享[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401124231750304","repostId":"388167657017912","repostType":1,"repost":{"id":388167657017912,"gmtCreate":1735809493633,"gmtModify":1735983598578,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585800644196386","authorIdStr":"3585800644196386"},"themes":[],"title":"我的期权常年交易标的【2025版】","htmlText":"选股对于投资者至关重要,更新一篇2025版常年期权交易标的,祝虎友们新年快乐,投资路上收获多多! 注:以下均是sell put常年交易标的,未必适用正股或者其他期权策略。 sell put期权策略希望寻找一些在熊市下跌有底,能够安心接盘的大标的。 一、US 1、<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> 从历史来看,纳斯达克指数不断新高,但时不时会腰斩。符合sell put策略,缺点就是iv低了一些,适合暴跌时下单sp。 2、苹果 AAPL 全球征苹果税,只要身边人没有大规模的从苹果迁移安卓,苹果xx卖的好点差点影响不大。 未来:手机依然是AI最佳落地场景,期待AI手机。 行权价:选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、微软 MSFT 最喜欢这种垄断型公司,也有AI想象空间。 行权价:选择三年forward pe 低于均值一个标准差的位置。 4、台积电 TSM 接盘台积电比接盘nvda更安心,地位更垄断。 5、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 收入结构依赖几个大厂预算,不如苹果和微软令人安心,所以仓位会轻一些。 6、 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目前sp没啥肉可吃,只能挑大幅回撤时下单。 二、数字货币 1、 <a href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> 数字货币指数,需要大陆之外的身份或者海外机构账户。 24年有了etf以后,以及有微策略这样不断买入的公司,猜测未来数字货币回撤幅度会低于历史情况(当然依然会有回撤)。 因为iv高","listText":"选股对于投资者至关重要,更新一篇2025版常年期权交易标的,祝虎友们新年快乐,投资路上收获多多! 注:以下均是sell put常年交易标的,未必适用正股或者其他期权策略。 sell put期权策略希望寻找一些在熊市下跌有底,能够安心接盘的大标的。 一、US 1、<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> 从历史来看,纳斯达克指数不断新高,但时不时会腰斩。符合sell put策略,缺点就是iv低了一些,适合暴跌时下单sp。 2、苹果 AAPL 全球征苹果税,只要身边人没有大规模的从苹果迁移安卓,苹果xx卖的好点差点影响不大。 未来:手机依然是AI最佳落地场景,期待AI手机。 行权价:选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、微软 MSFT 最喜欢这种垄断型公司,也有AI想象空间。 行权价:选择三年forward pe 低于均值一个标准差的位置。 4、台积电 TSM 接盘台积电比接盘nvda更安心,地位更垄断。 5、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 收入结构依赖几个大厂预算,不如苹果和微软令人安心,所以仓位会轻一些。 6、 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目前sp没啥肉可吃,只能挑大幅回撤时下单。 二、数字货币 1、 <a href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> 数字货币指数,需要大陆之外的身份或者海外机构账户。 24年有了etf以后,以及有微策略这样不断买入的公司,猜测未来数字货币回撤幅度会低于历史情况(当然依然会有回撤)。 因为iv高","text":"选股对于投资者至关重要,更新一篇2025版常年期权交易标的,祝虎友们新年快乐,投资路上收获多多! 注:以下均是sell put常年交易标的,未必适用正股或者其他期权策略。 sell put期权策略希望寻找一些在熊市下跌有底,能够安心接盘的大标的。 一、US 1、$纳指100ETF(QQQ)$ 从历史来看,纳斯达克指数不断新高,但时不时会腰斩。符合sell put策略,缺点就是iv低了一些,适合暴跌时下单sp。 2、苹果 AAPL 全球征苹果税,只要身边人没有大规模的从苹果迁移安卓,苹果xx卖的好点差点影响不大。 未来:手机依然是AI最佳落地场景,期待AI手机。 行权价:选择三年forward pe 低于均值一个标准差的位置。也就是买的便宜是王道。 3、微软 MSFT 最喜欢这种垄断型公司,也有AI想象空间。 行权价:选择三年forward pe 低于均值一个标准差的位置。 4、台积电 TSM 接盘台积电比接盘nvda更安心,地位更垄断。 5、 $英伟达(NVDA)$ 收入结构依赖几个大厂预算,不如苹果和微软令人安心,所以仓位会轻一些。 6、 $特斯拉(TSLA)$ 目前sp没啥肉可吃,只能挑大幅回撤时下单。 二、数字货币 1、 $iShares Bitcoin Trust(IBIT)$ 数字货币指数,需要大陆之外的身份或者海外机构账户。 24年有了etf以后,以及有微策略这样不断买入的公司,猜测未来数字货币回撤幅度会低于历史情况(当然依然会有回撤)。 因为iv高","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388167657017912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399379599872560,"gmtCreate":1738546054066,"gmtModify":1738546690225,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/RCAT 20250207 8.0 PUT\">$RCAT 20250207 8.0 PUT$</a> ","listText":"<a href=\"https://laohu8.com/OPT/RCAT 20250207 8.0 PUT\">$RCAT 20250207 8.0 PUT$</a> ","text":"$RCAT 20250207 8.0 PUT$","images":[{"img":"https://static.tigerbbs.com/971617308eaa3ee77aab9999fb3baf5e","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399379599872560","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":388465029124656,"gmtCreate":1735883738798,"gmtModify":1735883741836,"author":{"id":"4181135277722322","authorId":"4181135277722322","name":"米米王","avatar":"https://static.tigerbbs.com/c9db086be402f64dbc2d35c543860248","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4181135277722322","authorIdStr":"4181135277722322"},"themes":[],"title":"期权感悟 (4) : SCSP(sell cs put)缺点","htmlText":"查看详情: <a href=\"https://www.laohu8.com/m/post/686530118?skin=1&os=iOS&account_id=4315392&utm_medium=tiger_community&platform=iOS&shareID=63ffb0d296bb5511670685dbf7a3f9d6&invite=LEFLZI&lang=zh_CN\">期权感悟 (4) : SCSP(sell cs put)缺点</a> 感谢老虎社区,学到不少,并找到不少投资线索。计划写个期权感悟系列小文,抛砖引玉,小结下10多年美股期权交易的经验教... 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.laohu8.com/m/post/686530118?skin=1&os=iOS&account_id=4315392&utm_medium=tiger_community&platform=iOS&shareID=63ffb0d296bb5511670685dbf7a3f9d6&invite=LEFLZI&lang=zh_CN\">期权感悟 (4) : SCSP(sell cs put)缺点</a> 感谢老虎社区,学到不少,并找到不少投资线索。计划写个期权感悟系列小文,抛砖引玉,小结下10多年美股期权交易的经验教... 此帖仅开放于中国大陆用户","text":"查看详情: 期权感悟 (4) : SCSP(sell cs put)缺点 感谢老虎社区,学到不少,并找到不少投资线索。计划写个期权感悟系列小文,抛砖引玉,小结下10多年美股期权交易的经验教... 此帖仅开放于中国大陆用户","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388465029124656","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}