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清风 007
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热门
清风 007
2025-11-11
$小鹏汽车(XPEV)$
小鹏已经具备超级具身智能AI公司的底座,下面就剩下填充了
清风 007
2025-03-28
$CoreWeave, Inc.(CRWV)$
观察一下 跌的狠了 可以考虑建个仓 最近算力股有点差 背靠nvda 盈利问题不大
清风 007
2025-03-06
还得跌 等反转再入不迟
清风 007
2025-03-06
nvda 建仓好时机 算力很重要 市场上的 AI 服务集群运行起来动辄几十万 甚至上千万 除非能够高效利用 浪费了很多的算力 AI 需要的算力需求更大更广
清风 007
2025-03-06
现在还比较一般 没什么作用 就是体量大 推广起来不要钱 产品力一般 看需要自研的 AI 有没有什么突破
清风 007
2025-03-06
$赤峰黄金(06693)$
不是,黄金已经涨成这样了 还延续个毛
清风 007
2025-03-06
$NVDX 20250307 8.0 PUT$
老虎交易费用太高了 伤不起🙁
清风 007
2025-03-05
老老实实挖矿不好吗 上市干嘛 不懂 圈钱来了吗 🤔
清风 007
2025-03-03
见好就收
清风 007
2025-03-03
撤吧
清风 007
2025-03-01
$赤峰黄金(06693)$
不是 估值太高 来卖公司了
清风 007
2025-02-28
$蜜雪集团(02097)$
跑了
清风 007
2025-02-27
中了✌️
清风 007
2025-02-05
$三倍做空富时中国ETF-Direxion(YANG)$
这个没夜盘吗
清风 007
2025-01-27
恐慌指数策略 uvix 吗
@Shine_步步为营:DeepSeek 究竟怎样影响美股?
清风 007
2025-01-27
$英伟达(NVDA)$
短期利空 长期利好 华尔街会做空以 nvda 为代表的 AI 巨头
清风 007
2025-01-24
核电
抱歉,原内容已删除
清风 007
2025-01-21
老妖婆
@捷克Jack:老妖婆卖持仓,也值得期权交易者学习
去老虎APP查看更多动态
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还延续个毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410591883542752","isVote":1,"tweetType":1,"viewCount":1921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410472767111816,"gmtCreate":1741222754695,"gmtModify":1741224920180,"author":{"id":"4197363944390572","authorId":"4197363944390572","name":"清风 007","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197363944390572","authorIdStr":"4197363944390572"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDX 20250307 8.0 PUT\">$NVDX 20250307 8.0 PUT$ </a> 老虎交易费用太高了 伤不起🙁","listText":"<a href=\"https://laohu8.com/OPT/NVDX 20250307 8.0 PUT\">$NVDX 20250307 8.0 PUT$ </a> 老虎交易费用太高了 伤不起🙁","text":"$NVDX 20250307 8.0 PUT$ 老虎交易费用太高了 伤不起🙁","images":[{"img":"https://static.tigerbbs.com/64713459693a02ab072d630b9aeb8eab","width":"1080","height":"1977"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410472767111816","isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":410203639501144,"gmtCreate":1741157155309,"gmtModify":1741157157740,"author":{"id":"4197363944390572","authorId":"4197363944390572","name":"清风 007","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197363944390572","authorIdStr":"4197363944390572"},"themes":[],"htmlText":"老老实实挖矿不好吗 上市干嘛 不懂 圈钱来了吗 🤔","listText":"老老实实挖矿不好吗 上市干嘛 不懂 圈钱来了吗 🤔","text":"老老实实挖矿不好吗 上市干嘛 不懂 圈钱来了吗 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href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> ,以及网络安全公司 <a href=\"https://laohu8.com/S/PANW\">$Palo Alto Networks(PANW)$</a> 少量开仓了医疗AI公司 <a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> 看涨期权少许降低了硬件类仓位:降低了 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 的仓位(卖了31600股)保持了 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 的持仓(卖掉10000股,同时买了50万的期权)增加AI公共事业持仓:增持已经新高的电力股 <a href=\"https://laohu8.com/S/VST\">$Vistra Energy Corp.(VST)$</a> 其中,对NVDA仓位也是大家关注的焦点之一,此次在行权的同时又购买了新的期权。她的期权仓位大多保持在价内,也是以行权为目标,因此可以说是“保持仓位”。不过要注意的是:期权本身是非对称的底层标的,如果出现大跌,损失有限;另外,为何她采用“行权后再出售”,而不是“直接卖掉期权”来进行获利了结?可能有以下两个原因,也非常值得leap Call的交易者参考:避税。一定程度上可以降低成本,减少Capital Gain Tax降低摩","listText":"老妖婆Pelosi在Trump就任前一天(可能是巧合)公布了新持仓,其中大部分持仓风格与之前类似,主要布局还是在AI,但是又有些风格变化:增加了AI应用层的持仓:增加 <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 和 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> ,以及网络安全公司 <a href=\"https://laohu8.com/S/PANW\">$Palo Alto Networks(PANW)$</a> 少量开仓了医疗AI公司 <a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$</a> 看涨期权少许降低了硬件类仓位:降低了 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 的仓位(卖了31600股)保持了 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 的持仓(卖掉10000股,同时买了50万的期权)增加AI公共事业持仓:增持已经新高的电力股 <a href=\"https://laohu8.com/S/VST\">$Vistra Energy Corp.(VST)$</a> 其中,对NVDA仓位也是大家关注的焦点之一,此次在行权的同时又购买了新的期权。她的期权仓位大多保持在价内,也是以行权为目标,因此可以说是“保持仓位”。不过要注意的是:期权本身是非对称的底层标的,如果出现大跌,损失有限;另外,为何她采用“行权后再出售”,而不是“直接卖掉期权”来进行获利了结?可能有以下两个原因,也非常值得leap Call的交易者参考:避税。一定程度上可以降低成本,减少Capital Gain Tax降低摩","text":"老妖婆Pelosi在Trump就任前一天(可能是巧合)公布了新持仓,其中大部分持仓风格与之前类似,主要布局还是在AI,但是又有些风格变化:增加了AI应用层的持仓:增加 $谷歌A(GOOGL)$ 和 $亚马逊(AMZN)$ ,以及网络安全公司 $Palo Alto Networks(PANW)$ 少量开仓了医疗AI公司 $Tempus AI(TEM)$ 看涨期权少许降低了硬件类仓位:降低了 $苹果(AAPL)$ 的仓位(卖了31600股)保持了 $英伟达(NVDA)$ 的持仓(卖掉10000股,同时买了50万的期权)增加AI公共事业持仓:增持已经新高的电力股 $Vistra Energy Corp.(VST)$ 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