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橙子菌
趁他跌，买他call
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橙子菌
橙子菌
·
05-13
我平仓了6手
$BABA 20250516 140.0 CALL$
,来看看我最新分享的订单！
看
743
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2
编组 21备份 2
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橙子菌
橙子菌
·
05-08
我平仓了
$沪上阿姨(02589)$
,[捂脸] 讨个吉利
看
645
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1
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1
编组 21备份 2
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橙子菌
橙子菌
·
05-03
我平仓了15手
$PDD 20250502 110.0 CALL$
,博弈关税缓和
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338
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1
编组 21备份 2
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橙子菌
橙子菌
·
04-14
我平仓了2手
$BABA 20250425 110.0 CALL$
,来看看我最新分享的订单！
看
472
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1
编组 21备份 2
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橙子菌
橙子菌
·
03-28
我开仓了10手
$SMCI 20250417 40.0 CALL$
,Bet反弹，4月据说是美股全年第二好的月份？
看
671
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1
编组 21备份 2
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橙子菌
橙子菌
·
03-28
我平仓了5手
$CRDO 20250417 45.0 PUT$
,趁反弹时候回点血，大跌又可以物色些便宜的call了
看
500
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1
编组 21备份 2
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橙子菌
橙子菌
·
03-27
$CRDO 20250417 45.0 PUT$
趁4/2前反弹小做些put，在没有爆款软件出来前美股ai链的上行风险还是非常大，4.2之前几乎没增量资金进去 中概这段时间着实疲软，这个择机降西真有点摸不着头脑[流泪]
$BABA 20250417 135.0 CALL$
看
960
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1
编组 21备份 2
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橙子菌
橙子菌
·
03-22
$BABA 20250417 145.0 CALL$
懂王这瞎折腾白白浪费了一个gtc
$世纪互联(VNET)$
真是服了，4月2号过了看能不能有更大的反弹势能 中概这idc真是大跌眼镜，
$世纪互联(VNET)$
特别是
$伟仕佳杰(00856)$
的业绩实打实的好，只要ai叙事发展，这就是最大的确定性，好不容易追了一点别又跟着美股后面才跑。 就是目前看来，可能又要变成等应用出来的状态了，逢低买正股比期权更保险。 难道真要等deepseek r2出来？
看
1.23万
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2
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22
编组 21备份 2
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橙子菌
橙子菌
·
03-14
$D-Wave Quantum Inc.(QBTS)$
$BABA 20250321 139.0 CALL$
快进快出赚个gtc前的alpha[害羞] 懂王过了下周再整活可好？ 阿里等回调再入了，下周还有腾讯财报大戏[微笑]
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6,262
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3
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橙子菌
橙子菌
·
03-05
$BABA 20250321 135.0 CALL$
$世纪互联(VNET)$
$万国数据(GDS)$
看了中金那个点评差点笑岔气 单从屯算力来说，国内的capex才刚起步，新质生产力驱动下的应用力度光几个大厂就能推进很多，在很容易获得扶持的现在，再出几个小龙也很正常，且不说国内用户数量对比北美？ Nv的风险本质上就一个，懂王的出口限制，不知道懂王会不会拿芯片来和这打牌？ Baba这个市值我觉得还是很合理，甚至很便宜
看
1.27万
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3
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6
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</a>,[捂脸] 讨个吉利","listText":"我平仓了<a href=\"https://laohu8.com/S/02589\">$沪上阿姨(02589)$ </a>,[捂脸] 讨个吉利","text":"我平仓了$沪上阿姨(02589)$ ,[捂脸] 讨个吉利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/432743346537224","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567078113655464","authorId":"3567078113655464","name":"收割美帝血汗钱","avatar":"https://static.tigerbbs.com/a22ead96fe1181fe71019170a446624f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3567078113655464","authorIdStr":"3567078113655464"},"content":"169在广东地区可不吉利 [开心] [开心]","text":"169在广东地区可不吉利 [开心] [开心]","html":"169在广东地区可不吉利 [开心] [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430839460225856,"gmtCreate":1746207347678,"gmtModify":1746587298207,"author":{"id":"3527926437973880","authorId":"3527926437973880","name":"橙子菌","avatar":"https://static.tigerbbs.com/39f0a540090a22945e957bfc40574d08","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3527926437973880","authorIdStr":"3527926437973880"},"themes":[],"htmlText":"我平仓了15手<a href=\"https://laohu8.com/OPT/PDD 20250502 110.0 CALL\">$PDD 20250502 110.0 CALL$ </a>,博弈关税缓和","listText":"我平仓了15手<a href=\"https://laohu8.com/OPT/PDD 20250502 110.0 CALL\">$PDD 20250502 110.0 CALL$ </a>,博弈关税缓和","text":"我平仓了15手$PDD 20250502 110.0 CALL$ ,博弈关税缓和","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430839460225856","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424463780672368,"gmtCreate":1744638082628,"gmtModify":1746582418390,"author":{"id":"3527926437973880","authorId":"3527926437973880","name":"橙子菌","avatar":"https://static.tigerbbs.com/39f0a540090a22945e957bfc40574d08","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3527926437973880","authorIdStr":"3527926437973880"},"themes":[],"htmlText":"我平仓了2手<a href=\"https://laohu8.com/OPT/BABA 20250425 110.0 CALL\">$BABA 20250425 110.0 CALL$ </a>,来看看我最新分享的订单！","listText":"我平仓了2手<a href=\"https://laohu8.com/OPT/BABA 20250425 110.0 CALL\">$BABA 20250425 110.0 CALL$ </a>,来看看我最新分享的订单！","text":"我平仓了2手$BABA 20250425 110.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424463780672368","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418037851291680,"gmtCreate":1743101102069,"gmtModify":1746582418349,"author":{"id":"3527926437973880","authorId":"3527926437973880","name":"橙子菌","avatar":"https://static.tigerbbs.com/39f0a540090a22945e957bfc40574d08","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3527926437973880","authorIdStr":"3527926437973880"},"themes":[],"htmlText":"我开仓了10手<a href=\"https://laohu8.com/OPT/SMCI 20250417 40.0 CALL\">$SMCI 20250417 40.0 CALL$ </a>,Bet反弹，4月据说是美股全年第二好的月份？","listText":"我开仓了10手<a href=\"https://laohu8.com/OPT/SMCI 20250417 40.0 CALL\">$SMCI 20250417 40.0 CALL$ </a>,Bet反弹，4月据说是美股全年第二好的月份？","text":"我开仓了10手$SMCI 20250417 40.0 CALL$ ,Bet反弹，4月据说是美股全年第二好的月份？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418037851291680","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418036124291576,"gmtCreate":1743100682599,"gmtModify":1746586973501,"author":{"id":"3527926437973880","authorId":"3527926437973880","name":"橙子菌","avatar":"https://static.tigerbbs.com/39f0a540090a22945e957bfc40574d08","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3527926437973880","authorIdStr":"3527926437973880"},"themes":[],"htmlText":"我平仓了5手<a href=\"https://laohu8.com/OPT/CRDO 20250417 45.0 PUT\">$CRDO 20250417 45.0 PUT$ </a>,趁反弹时候回点血，大跌又可以物色些便宜的call了","listText":"我平仓了5手<a href=\"https://laohu8.com/OPT/CRDO 20250417 45.0 PUT\">$CRDO 20250417 45.0 PUT$ </a>,趁反弹时候回点血，大跌又可以物色些便宜的call了","text":"我平仓了5手$CRDO 20250417 45.0 PUT$ ,趁反弹时候回点血，大跌又可以物色些便宜的call了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418036124291576","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417993695432936,"gmtCreate":1743090321985,"gmtModify":1743090326755,"author":{"id":"3527926437973880","authorId":"3527926437973880","name":"橙子菌","avatar":"https://static.tigerbbs.com/39f0a540090a22945e957bfc40574d08","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3527926437973880","authorIdStr":"3527926437973880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/CRDO 20250417 45.0 PUT\">$CRDO 20250417 45.0 PUT$ </a> 趁4/2前反弹小做些put，在没有爆款软件出来前美股ai链的上行风险还是非常大，4.2之前几乎没增量资金进去 中概这段时间着实疲软，这个择机降西真有点摸不着头脑[流泪] <a href=\"https://laohu8.com/OPT/BABA 20250417 135.0 CALL\">$BABA 20250417 135.0 CALL$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/CRDO 20250417 45.0 PUT\">$CRDO 20250417 45.0 PUT$ </a> 趁4/2前反弹小做些put，在没有爆款软件出来前美股ai链的上行风险还是非常大，4.2之前几乎没增量资金进去 中概这段时间着实疲软，这个择机降西真有点摸不着头脑[流泪] <a href=\"https://laohu8.com/OPT/BABA 20250417 135.0 CALL\">$BABA 20250417 135.0 CALL$ </a> ","text":"$CRDO 20250417 45.0 PUT$ 趁4/2前反弹小做些put，在没有爆款软件出来前美股ai链的上行风险还是非常大，4.2之前几乎没增量资金进去 中概这段时间着实疲软，这个择机降西真有点摸不着头脑[流泪] $BABA 20250417 135.0 CALL$","images":[{"img":"https://static.tigerbbs.com/e4612f854966a36fba0896f25e4968ec","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417993695432936","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":416015341748224,"gmtCreate":1742574724193,"gmtModify":1745218660107,"author":{"id":"3527926437973880","authorId":"3527926437973880","name":"橙子菌","avatar":"https://static.tigerbbs.com/39f0a540090a22945e957bfc40574d08","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3527926437973880","authorIdStr":"3527926437973880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/BABA 20250417 145.0 CALL\">$BABA 20250417 145.0 CALL$ </a> 懂王这瞎折腾白白浪费了一个gtc<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$ </a><v-v data-views=\"1\"></v-v> 真是服了，4月2号过了看能不能有更大的反弹势能 中概这idc真是大跌眼镜，<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$ </a><v-v data-views=\"1\"></v-v>特别是 <a href=\"https://laohu8.com/S/00856\">$伟仕佳杰(00856)$ </a> 的业绩实打实的好，只要ai叙事发展，这就是最大的确定性，好不容易追了一点别又跟着美股后面才跑。 就是目前看来，可能又要变成等应用出来的状态了，逢低买正股比期权更保险。 难道真要等deepseek r2出来？","listText":"<a href=\"https://laohu8.com/OPT/BABA 20250417 145.0 CALL\">$BABA 20250417 145.0 CALL$ </a> 懂王这瞎折腾白白浪费了一个gtc<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$ </a><v-v data-views=\"1\"></v-v> 真是服了，4月2号过了看能不能有更大的反弹势能 中概这idc真是大跌眼镜，<a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$ </a><v-v data-views=\"1\"></v-v>特别是 <a href=\"https://laohu8.com/S/00856\">$伟仕佳杰(00856)$ </a> 的业绩实打实的好，只要ai叙事发展，这就是最大的确定性，好不容易追了一点别又跟着美股后面才跑。 就是目前看来，可能又要变成等应用出来的状态了，逢低买正股比期权更保险。 难道真要等deepseek r2出来？","text":"$BABA 20250417 145.0 CALL$ 懂王这瞎折腾白白浪费了一个gtc$世纪互联(VNET)$ 真是服了，4月2号过了看能不能有更大的反弹势能 中概这idc真是大跌眼镜，$世纪互联(VNET)$ 特别是 $伟仕佳杰(00856)$ 的业绩实打实的好，只要ai叙事发展，这就是最大的确定性，好不容易追了一点别又跟着美股后面才跑。 就是目前看来，可能又要变成等应用出来的状态了，逢低买正股比期权更保险。 难道真要等deepseek r2出来？","images":[{"img":"https://static.tigerbbs.com/38bdada60f390c0865f7179fee6b9688","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/416015341748224","isVote":1,"tweetType":1,"viewCount":12307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":413434531652232,"gmtCreate":1741965351774,"gmtModify":1742179279747,"author":{"id":"3527926437973880","authorId":"3527926437973880","name":"橙子菌","avatar":"https://static.tigerbbs.com/39f0a540090a22945e957bfc40574d08","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3527926437973880","authorIdStr":"3527926437973880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QBTS\">$D-Wave Quantum Inc.(QBTS)$ </a><a href=\"https://laohu8.com/OPT/BABA 20250321 139.0 CALL\">$BABA 20250321 139.0 CALL$ </a> 快进快出赚个gtc前的alpha[害羞] 懂王过了下周再整活可好？ 阿里等回调再入了，下周还有腾讯财报大戏[微笑] ","listText":"<a href=\"https://laohu8.com/S/QBTS\">$D-Wave Quantum Inc.(QBTS)$ </a><a href=\"https://laohu8.com/OPT/BABA 20250321 139.0 CALL\">$BABA 20250321 139.0 CALL$ </a> 快进快出赚个gtc前的alpha[害羞] 懂王过了下周再整活可好？ 阿里等回调再入了，下周还有腾讯财报大戏[微笑] ","text":"$D-Wave Quantum Inc.(QBTS)$ $BABA 20250321 139.0 CALL$ 快进快出赚个gtc前的alpha[害羞] 懂王过了下周再整活可好？ 阿里等回调再入了，下周还有腾讯财报大戏[微笑]","images":[{"img":"https://static.tigerbbs.com/acb77941ebfe3c735f78afe51449006c","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413434531652232","isVote":1,"tweetType":1,"viewCount":6262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":410321147580656,"gmtCreate":1741185848871,"gmtModify":1741231271014,"author":{"id":"3527926437973880","authorId":"3527926437973880","name":"橙子菌","avatar":"https://static.tigerbbs.com/39f0a540090a22945e957bfc40574d08","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3527926437973880","authorIdStr":"3527926437973880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/BABA 20250321 135.0 CALL\">$BABA 20250321 135.0 CALL$ </a> <a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/GDS\">$万国数据(GDS)$ </a><v-v data-views=\"1\"></v-v> 看了中金那个点评差点笑岔气 单从屯算力来说，国内的capex才刚起步，新质生产力驱动下的应用力度光几个大厂就能推进很多，在很容易获得扶持的现在，再出几个小龙也很正常，且不说国内用户数量对比北美？ Nv的风险本质上就一个，懂王的出口限制，不知道懂王会不会拿芯片来和这打牌？ Baba这个市值我觉得还是很合理，甚至很便宜","listText":"<a href=\"https://laohu8.com/OPT/BABA 20250321 135.0 CALL\">$BABA 20250321 135.0 CALL$ </a> <a href=\"https://laohu8.com/S/VNET\">$世纪互联(VNET)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/GDS\">$万国数据(GDS)$ </a><v-v data-views=\"1\"></v-v> 看了中金那个点评差点笑岔气 单从屯算力来说，国内的capex才刚起步，新质生产力驱动下的应用力度光几个大厂就能推进很多，在很容易获得扶持的现在，再出几个小龙也很正常，且不说国内用户数量对比北美？ Nv的风险本质上就一个，懂王的出口限制，不知道懂王会不会拿芯片来和这打牌？ Baba这个市值我觉得还是很合理，甚至很便宜","text":"$BABA 20250321 135.0 CALL$ $世纪互联(VNET)$ $万国数据(GDS)$ 看了中金那个点评差点笑岔气 单从屯算力来说，国内的capex才刚起步，新质生产力驱动下的应用力度光几个大厂就能推进很多，在很容易获得扶持的现在，再出几个小龙也很正常，且不说国内用户数量对比北美？ Nv的风险本质上就一个，懂王的出口限制，不知道懂王会不会拿芯片来和这打牌？ Baba这个市值我觉得还是很合理，甚至很便宜","images":[{"img":"https://static.tigerbbs.com/1bc4480d060625cbe642ac4210818dbb","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/410321147580656","isVote":1,"tweetType":1,"viewCount":12708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4193377325563260","authorId":"4193377325563260","name":"人生舵手__小琳","avatar":"https://static.tigerbbs.com/bca18127aea7146dcdf53d2a249fc2f8","crmLevel":3,"crmLevelSwitch":0,"idStr":"4193377325563260","authorIdStr":"4193377325563260"},"content":"真不错，下一个计划做什么~","text":"真不错，下一个计划做什么~","html":"真不错，下一个计划做什么~"}],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}