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橙子菌
趁他跌，买他call
IP属地：上海
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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]
$BABA 20250417 135.0 CALL$
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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？
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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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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
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橙子菌
橙子菌
·
02-26
$BABA 20250321 135.0 CALL$
给baba可以多点敞口[得意]
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橙子菌
橙子菌
·
02-21
$BABA 20250228 120.0 CALL$
$VNET 20250321 10.0 CALL$
满满四个大字：东升西落[邪恶] 短期注意获利回调风险，145目前看还有不少未平仓，昨晚后面差点icu[DOGE] ，马上腾讯的财报是不是又能期待一下了？ 投行的目标价应该在陆续更新了，中概的重估值还会有不少机会在港股的洼地，idc至少是目前最确定的标的，除了vnet和万国数据，港股还有不少低估的idc
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橙子菌
橙子菌
·
02-21
$BABA 20250228 130.0 CALL$
今天到期的期权140有1.1w未平仓，145有6800，150有9800，恒科情绪完全起来了 趁着这个情绪，梭哈！
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橙子菌
橙子菌
·
02-20
$BABA 20250228 120.0 CALL$
阿里冲鸭！第一目标价150已经不远了，就这3月还没到呢[财迷] 这增速，这capex，中资彻底开始重估了，那些idc阿机房啊……趁他跌买它call！ 所以有时候该梭得梭[害羞]
$VNET 20250321 10.0 CALL$
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橙子菌
橙子菌
·
02-20
$BABA 20250221 130.0 CALL$
阿里作为排头兵，就看这次财报能不能给今年定个逆转的调子了。 马云的后脑勺毕竟还是有很大的象征意义，希望这波科技龙是一个起点，把cn拉回牌局。 期待一个指引和capex,会不会透露一些下个月的利好？[捂脸]
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橙子菌
橙子菌
·
02-13
$AppLovin Corporation VERTICAL 250214 CALL 375.0/CALL 390.0$
被vrt断的节奏在app这回
$Vertiv Holdings LLC VERTICAL 250214 CALL 125.0/CALL 115.0$
了点血[流泪] ，cls这就逆袭了 硬件不敢轻易买了，软件和消费是吧？ 中概我来了!
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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":2587,"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":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3527926437973880","idStr":"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":34142,"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":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3527926437973880","idStr":"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？ 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10.0 CALL\">$VNET 20250321 10.0 CALL$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/BABA 20250228 120.0 CALL\">$BABA 20250228 120.0 CALL$ </a> 阿里冲鸭！第一目标价150已经不远了，就这3月还没到呢[财迷] 这增速，这capex，中资彻底开始重估了，那些idc阿机房啊……趁他跌买它call！ 所以有时候该梭得梭[害羞] <a href=\"https://laohu8.com/OPT/VNET 20250321 10.0 CALL\">$VNET 20250321 10.0 CALL$ </a> ","text":"$BABA 20250228 120.0 CALL$ 阿里冲鸭！第一目标价150已经不远了，就这3月还没到呢[财迷] 这增速，这capex，中资彻底开始重估了，那些idc阿机房啊……趁他跌买它call！ 所以有时候该梭得梭[害羞] $VNET 20250321 10.0 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href=\"https://laohu8.com/OPT/APP 20250214 375.0 CALL BUY 1 | APP 20250214 390.0 CALL SELL 1\">$AppLovin Corporation VERTICAL 250214 CALL 375.0/CALL 390.0$</a> 被vrt断的节奏在app这回<a href=\"https://laohu8.com/OPT/VRT 20250214 115.0 CALL BUY 1 | VRT 20250214 125.0 CALL SELL 1\">$Vertiv Holdings LLC VERTICAL 250214 CALL 125.0/CALL 115.0$</a> 了点血[流泪] ，cls这就逆袭了 硬件不敢轻易买了，软件和消费是吧？ 中概我来了!","listText":"<a href=\"https://laohu8.com/OPT/APP 20250214 375.0 CALL BUY 1 | APP 20250214 390.0 CALL SELL 1\">$AppLovin Corporation VERTICAL 250214 CALL 375.0/CALL 390.0$</a> 被vrt断的节奏在app这回<a href=\"https://laohu8.com/OPT/VRT 20250214 115.0 CALL BUY 1 | VRT 20250214 125.0 CALL SELL 1\">$Vertiv Holdings LLC VERTICAL 250214 CALL 125.0/CALL 115.0$</a> 了点血[流泪] ，cls这就逆袭了 硬件不敢轻易买了，软件和消费是吧？ 中概我来了!","text":"$AppLovin Corporation VERTICAL 250214 CALL 375.0/CALL 390.0$ 被vrt断的节奏在app这回$Vertiv Holdings LLC VERTICAL 250214 CALL 125.0/CALL 115.0$ 了点血[流泪] ，cls这就逆袭了 硬件不敢轻易买了，软件和消费是吧？ 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