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浪迹大叔
浪迹大叔
·
05-15
这是公司的内奸
美股异动 | 英特尔(INTC.US)跌逾4% 其最新芯片制造技术订单有限
智通财经APP获悉,周三,英特尔(INTC.US)跌逾4%,报21.58美元。消息面上,英特尔首席财务官戴维·津斯纳 (David Zinsner) 周二表示,英特尔使用即将推出的制造技术为外部客户生产的处理器数量目前“并不大”。Zinsner 还透露,在人工智能领域,英特尔的新领导团队将会对现有计划进行较大幅度的调整,借此强化公司在 AI 市场的竞争力。他表示,管理层重组使得公司能更清晰地认知运营中的优势与不足。
美股异动 | 英特尔(INTC.US)跌逾4% 其最新芯片制造技术订单有限
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浪迹大叔
浪迹大叔
·
04-24
$INTC 20260116 20.0 CALL$
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浪迹大叔
浪迹大叔
·
03-22
$谷歌A(GOOGL)$
净流入这么多,可以冲了
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浪迹大叔
浪迹大叔
·
03-14
$英特尔(INTC)$
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浪迹大叔
浪迹大叔
·
03-14
$INTC 20250620 20.0 CALL$
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浪迹大叔
浪迹大叔
·
02-18
$超微电脑(SMCI)$
空单已经挂了,大家空起来
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浪迹大叔
浪迹大叔
·
01-13
$英特尔(INTC)$
分批买入
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浪迹大叔
浪迹大叔
·
01-09
保存
【谋周报】20万实盘大挑战策略(2025年/01 总第204期)
@谋定后动:
前段时间到国内和很多机构朋友交流,被提到很多的一个问题就是,对于风险偏好比较低的投资者怎么去构筑一个年化收益10%的策略?我的答案就是:大道至简,就用 $纳指100ETF(QQQ)$ 一个标的,配合Sell Put期权策略就能实现。具体的计算首先,这是一个有现金兜底的Cash-secured Sell Put,不是裸卖。以下图的实盘为例,假设当前QQQ价格是530,我们可以选择Delta为0.2左右的行权价如515。1手期权需要准备兜底的现金:515 x 100 = 51,5001手期权得到的权利金:4.22 x 100 = 422年化收益计算(422 x 12)/ 51,500 = 9.8%51,500现金在账户上,券商会给你大概4%的利息。那么我们合计的盈利是:9.8% + 4% = 13.8%我们可以做月期权,就是每个月做一次Sell Put,如果追求更高收益的话,可以每两个星期做一次。通过计算,这个策略盈利10%以上的胜率高达84%。ChatGPT的回答如果跌破行权价怎么办?滚轮策略当然,过程中一定回碰到跌破行权价的情况,这个时候我们就应用滚轮策略来应对。20万刀实盘大挑战光是说说或许说服力不大,我正准备用自己的账户在2025年来跑一次这个策略,所有交易、持仓金额公开。这个账户就设定为20万美刀。这个大挑战将从1月20日开始,敬请留意。本周操作 平了特斯拉的空头仓位,全面转为多头。买入微软的Leap Call欢迎订阅我的实盘交易分享:谋定后动的个人主页以及我的公司
【谋周报】20万实盘大挑战策略(2025年/01 总第204期)
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浪迹大叔
浪迹大叔
·
01-08
$英特尔(INTC)$
耐心等待黎明的到来
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浪迹大叔
浪迹大叔
·
2024-12-27
下面是一张人工智能价值链示图。整条链上包含了5大类公司: AI软件公司: $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商: $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司: $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司: $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商: $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$
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周二表示,英特尔使用即将推出的制造技术为外部客户生产的处理器数量目前“并不大”。Zinsner 还透露,在人工智能领域,英特尔的新领导团队将会对现有计划进行较大幅度的调整,借此强化公司在 AI 市场的竞争力。他表示,管理层重组使得公司能更清晰地认知...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1293312.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4512":"苹果概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc 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分批买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392133513683480","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390502895886872,"gmtCreate":1736383608343,"gmtModify":1736383610038,"author":{"id":"3465437568647281","authorId":"3465437568647281","name":"浪迹大叔","avatar":"https://static.tigerbbs.com/3502427b299382a41f9718128bf0b6d4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3465437568647281","authorIdStr":"3465437568647281"},"themes":[],"htmlText":"保存","listText":"保存","text":"保存","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390502895886872","repostId":"389151789044168","repostType":1,"repost":{"id":389151789044168,"gmtCreate":1736048494586,"gmtModify":1741769636121,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"【谋周报】20万实盘大挑战策略(2025年/01 总第204期)","htmlText":"前段时间到国内和很多机构朋友交流,被提到很多的一个问题就是,对于风险偏好比较低的投资者怎么去构筑一个年化收益10%的策略?我的答案就是:大道至简,就用 <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> 一个标的,配合Sell Put期权策略就能实现。具体的计算首先,这是一个有现金兜底的Cash-secured Sell Put,不是裸卖。以下图的实盘为例,假设当前QQQ价格是530,我们可以选择Delta为0.2左右的行权价如515。1手期权需要准备兜底的现金:515 x 100 = 51,5001手期权得到的权利金:4.22 x 100 = 422年化收益计算(422 x 12)/ 51,500 = 9.8%51,500现金在账户上,券商会给你大概4%的利息。那么我们合计的盈利是:9.8% + 4% = 13.8%我们可以做月期权,就是每个月做一次Sell Put,如果追求更高收益的话,可以每两个星期做一次。通过计算,这个策略盈利10%以上的胜率高达84%。ChatGPT的回答如果跌破行权价怎么办?滚轮策略当然,过程中一定回碰到跌破行权价的情况,这个时候我们就应用滚轮策略来应对。20万刀实盘大挑战光是说说或许说服力不大,我正准备用自己的账户在2025年来跑一次这个策略,所有交易、持仓金额公开。这个账户就设定为20万美刀。这个大挑战将从1月20日开始,敬请留意。本周操作 平了特斯拉的空头仓位,全面转为多头。买入微软的Leap Call欢迎订阅我的实盘交易分享:<a href=\"https://www.laohu8.com/personal/3556673506813374\" target=\"_blank\">谋定后动的个人主页</a>以及我的公司","listText":"前段时间到国内和很多机构朋友交流,被提到很多的一个问题就是,对于风险偏好比较低的投资者怎么去构筑一个年化收益10%的策略?我的答案就是:大道至简,就用 <a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a> 一个标的,配合Sell Put期权策略就能实现。具体的计算首先,这是一个有现金兜底的Cash-secured Sell Put,不是裸卖。以下图的实盘为例,假设当前QQQ价格是530,我们可以选择Delta为0.2左右的行权价如515。1手期权需要准备兜底的现金:515 x 100 = 51,5001手期权得到的权利金:4.22 x 100 = 422年化收益计算(422 x 12)/ 51,500 = 9.8%51,500现金在账户上,券商会给你大概4%的利息。那么我们合计的盈利是:9.8% + 4% = 13.8%我们可以做月期权,就是每个月做一次Sell Put,如果追求更高收益的话,可以每两个星期做一次。通过计算,这个策略盈利10%以上的胜率高达84%。ChatGPT的回答如果跌破行权价怎么办?滚轮策略当然,过程中一定回碰到跌破行权价的情况,这个时候我们就应用滚轮策略来应对。20万刀实盘大挑战光是说说或许说服力不大,我正准备用自己的账户在2025年来跑一次这个策略,所有交易、持仓金额公开。这个账户就设定为20万美刀。这个大挑战将从1月20日开始,敬请留意。本周操作 平了特斯拉的空头仓位,全面转为多头。买入微软的Leap Call欢迎订阅我的实盘交易分享:<a href=\"https://www.laohu8.com/personal/3556673506813374\" target=\"_blank\">谋定后动的个人主页</a>以及我的公司","text":"前段时间到国内和很多机构朋友交流,被提到很多的一个问题就是,对于风险偏好比较低的投资者怎么去构筑一个年化收益10%的策略?我的答案就是:大道至简,就用 $纳指100ETF(QQQ)$ 一个标的,配合Sell Put期权策略就能实现。具体的计算首先,这是一个有现金兜底的Cash-secured Sell Put,不是裸卖。以下图的实盘为例,假设当前QQQ价格是530,我们可以选择Delta为0.2左右的行权价如515。1手期权需要准备兜底的现金:515 x 100 = 51,5001手期权得到的权利金:4.22 x 100 = 422年化收益计算(422 x 12)/ 51,500 = 9.8%51,500现金在账户上,券商会给你大概4%的利息。那么我们合计的盈利是:9.8% + 4% = 13.8%我们可以做月期权,就是每个月做一次Sell Put,如果追求更高收益的话,可以每两个星期做一次。通过计算,这个策略盈利10%以上的胜率高达84%。ChatGPT的回答如果跌破行权价怎么办?滚轮策略当然,过程中一定回碰到跌破行权价的情况,这个时候我们就应用滚轮策略来应对。20万刀实盘大挑战光是说说或许说服力不大,我正准备用自己的账户在2025年来跑一次这个策略,所有交易、持仓金额公开。这个账户就设定为20万美刀。这个大挑战将从1月20日开始,敬请留意。本周操作 平了特斯拉的空头仓位,全面转为多头。买入微软的Leap Call欢迎订阅我的实盘交易分享:谋定后动的个人主页以及我的公司","images":[{"img":"https://static.tigerbbs.com/23ff3f1f25a3bf80d667957136d58f5c"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389151789044168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390425324347496,"gmtCreate":1736337216915,"gmtModify":1736337218059,"author":{"id":"3465437568647281","authorId":"3465437568647281","name":"浪迹大叔","avatar":"https://static.tigerbbs.com/3502427b299382a41f9718128bf0b6d4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3465437568647281","authorIdStr":"3465437568647281"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 耐心等待黎明的到来","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 耐心等待黎明的到来","text":"$英特尔(INTC)$ 耐心等待黎明的到来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390425324347496","isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386114718593240,"gmtCreate":1735311163949,"gmtModify":1735311169347,"author":{"id":"3465437568647281","authorId":"3465437568647281","name":"浪迹大叔","avatar":"https://static.tigerbbs.com/3502427b299382a41f9718128bf0b6d4","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3465437568647281","authorIdStr":"3465437568647281"},"themes":[],"htmlText":"下面是一张人工智能价值链示图。整条链上包含了5大类公司: AI软件公司: $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商: $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司: $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司: $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商: $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$","listText":"下面是一张人工智能价值链示图。整条链上包含了5大类公司: AI软件公司: $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商: $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司: $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司: $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商: $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$","text":"下面是一张人工智能价值链示图。整条链上包含了5大类公司: AI软件公司: $微软(MSFT)$ , $Meta Platforms, Inc.(META)$ , $谷歌(GOOG)$ , $C3.ai, Inc.(AI)$ , $赛富时(CRM)$ , The Trade Desk $谷歌(GOOG)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ ,OpenAI, Anthropic AI基础设施提供商: $微软(MSFT)$ , $亚马逊(AMZN)$ , $谷歌(GOOG)$ , $戴尔(DELL)$ , $超微电脑(SMCI)$ , $美光科技(MU)$ 芯片设计公司: $英伟达(NVDA)$ $美国超微公司(AMD)$ $英特尔(INTC)$ $三星电子(SSNLF)$ $ARM Holdings(ARM)$ $铿腾电子(CDNS)$ , $新思科技(SNPS)$ , $高通(QCOM)$ , $迈威尔科技(MRVL)$ , $博通(AVGO)$ 芯片制造公司: $台积电(TSM)$ $英特尔(INTC)$ $三星电子(SSNLF)$ 芯片设备或原材料供应商: $阿斯麦(ASML)$ $应用材料(AMAT)$ $拉姆研究(LRCX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/386114718593240","isVote":1,"tweetType":1,"viewCount":4846,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3467368708835293","authorId":"3467368708835293","name":"东方空头","avatar":"https://static.tigerbbs.com/88a12296a032f8f0618cbb6a0c7fc867","crmLevel":7,"crmLevelSwitch":0,"idStr":"3467368708835293","authorIdStr":"3467368708835293"},"content":"值得收藏,研究。","text":"值得收藏,研究。","html":"值得收藏,研究。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}