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WXIN
WXIN
·
02-15
请教一下,这个如何看呢
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WXIN
WXIN
·
02-07
利空出尽是利好
非常抱歉,此主贴已删除
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WXIN
WXIN
·
02-03
利空出尽是利好
非常抱歉,此主贴已删除
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WXIN
WXIN
·
01-29
$英特尔(INTC)$
英特尔未来发展的综合分析 一、特朗普政策回归对英特尔的影响 1. 制造业回流与供应链重塑 - 政策背景:特朗普的“美国优先”政策可能推动半导体制造业进一步本土化,延续《芯片与科学法案》(CHIPS Act)的补贴与税收优惠。英特尔作为美国本土最大的芯片制造商,可能在亚利桑那州、俄亥俄州的新晶圆厂获得更多政策支持,加速先进制程(如Intel 3、18A)的产能落地。 - 风险点:供应链去全球化可能导致成本上升。若美国强制要求半导体供应链“去中国化”,英特尔在中国市场的份额(占其2023年营收约27%)可能受冲击,需调整全球产能布局以平衡地缘政治风险。 2. 技术出口管制与对华竞争 - 特朗普可能升级对华技术封锁,限制高性能计算芯片(如AI加速器)对华出口。英特尔需权衡合规与市场利益:若其Gaudi系列AI芯片被纳入管制,短期可能损失中国客户,但长期可能倒逼其通过“中国特供版”芯片(如针对大模型推理的定制产品)维持市场。 3. 盟友合作与产业联盟 - 特朗普的孤立主义倾向可能弱化美欧日韩半导体同盟,影响英特尔在欧盟(如德国晶圆厂)、东亚的布局。但若美国联合盟友共同围堵中国半导体产业,英特尔或受益于“非中国供应链”需求。 二、DeepSeek等大模型引发的行业变革 1. 算力需求重构与芯片竞争 - 训练侧:大模型参数规模指数级增长(如从千亿到万亿级),推动超算集群对高带宽内存(HBM)、先进封装(如Foveros)的需求。英特尔需加速Ponte Vecchio GPU与Sapphire Rapids CPU的整合方案,对标英伟达Grace Hopper。 - 推理侧:边缘端推理需求爆发(如终端AI、自动驾驶),要求低功耗、高能效芯片。英特尔的
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WXIN
WXIN
·
2024-05-01
这篇文章不错,转发给大家看看
本周做市商要干票大的,给特斯拉多空全端了
@期权小班长:
省流:本周特斯拉大概率190,如果周四周五出现偏差可以考虑squeeze买个彩票。 $特斯拉(TSLA)$ 特斯拉周一暴涨15%收盘,理论上市场情绪应该看涨。但跟做市商斗智斗勇了这么久,我首先想到的是先去查看跌期权的未平仓数据。果然不出所料,行权价位于195美元到185美元区间的未平仓数量出现了大幅增长。:看涨期权方面,未平仓量增幅最大的行权价主要在200美元以上。而190美元到200美元区间本身就存在大量未平仓。因此,本周特斯拉股价基本上是神仙斗法:大概率情况是,做市商把股价狠狠控制在190美元左右,然后把call跟put都一锅端了;或者股价向某一方向突破,变成squeeze。这个某一方向是指多空都有可能,听起来说了跟没说一样。但这周我倾向看跌大盘,所以答案还是维稳190。为什么看跌大盘反而稳住190呢?在大盘下跌时,特斯拉起一个救场功能:资金可能逃离其他下跌股票而流向特斯拉,但因为大盘看跌,所以特斯拉股价也不会涨的很离谱,是以190收盘。 $英伟达(NVDA)$ 如果周中没有什么暴涨暴跌能让有心人捡便宜的话,这周英伟达依然无法突破900 $NVDA 20240503 900.0 CALL$ 。 $美国超微公司(AMD)$ 如果以英伟达无法突破900美元为前提,那么AMD财报又会是什么情况?无法突破900意味着周涨幅不超过2.2%。而众所周知只要AMD股价暴涨,英伟达盘前肯定都不止2.2%。但我也不认为A
本周做市商要干票大的,给特斯拉多空全端了
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WXIN
WXIN
·
2021-06-12
非常优秀的软件,价格公道,服务好,特别还有线下实体店,秒到账,省去很多烦躁,上市必大涨,支持,打新必胜!
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WXIN
WXIN
·
2021-06-12
爱回收可以申购了,大家抓紧啊,非常好的软件和用户体验,完美啊
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WXIN
WXIN
·
2020-12-28
$小鹏汽车(XPEV)$
先诱空,洗盘,再拉,时机到了,抄底
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WXIN
WXIN
·
2020-12-03
$老虎证券(TIGR)$
洗盘结束了,就这意思
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WXIN
WXIN
·
2020-12-03
$Teekay(TK)$
洗盘结束,静等拉升
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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 英特尔未来发展的综合分析 一、特朗普政策回归对英特尔的影响 1. 制造业回流与供应链重塑 - 政策背景:特朗普的“美国优先”政策可能推动半导体制造业进一步本土化,延续《芯片与科学法案》(CHIPS Act)的补贴与税收优惠。英特尔作为美国本土最大的芯片制造商,可能在亚利桑那州、俄亥俄州的新晶圆厂获得更多政策支持,加速先进制程(如Intel 3、18A)的产能落地。 - 风险点:供应链去全球化可能导致成本上升。若美国强制要求半导体供应链“去中国化”,英特尔在中国市场的份额(占其2023年营收约27%)可能受冲击,需调整全球产能布局以平衡地缘政治风险。 2. 技术出口管制与对华竞争 - 特朗普可能升级对华技术封锁,限制高性能计算芯片(如AI加速器)对华出口。英特尔需权衡合规与市场利益:若其Gaudi系列AI芯片被纳入管制,短期可能损失中国客户,但长期可能倒逼其通过“中国特供版”芯片(如针对大模型推理的定制产品)维持市场。 3. 盟友合作与产业联盟 - 特朗普的孤立主义倾向可能弱化美欧日韩半导体同盟,影响英特尔在欧盟(如德国晶圆厂)、东亚的布局。但若美国联合盟友共同围堵中国半导体产业,英特尔或受益于“非中国供应链”需求。 二、DeepSeek等大模型引发的行业变革 1. 算力需求重构与芯片竞争 - 训练侧:大模型参数规模指数级增长(如从千亿到万亿级),推动超算集群对高带宽内存(HBM)、先进封装(如Foveros)的需求。英特尔需加速Ponte Vecchio GPU与Sapphire Rapids CPU的整合方案,对标英伟达Grace Hopper。 - 推理侧:边缘端推理需求爆发(如终端AI、自动驾驶),要求低功耗、高能效芯片。英特尔的","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 英特尔未来发展的综合分析 一、特朗普政策回归对英特尔的影响 1. 制造业回流与供应链重塑 - 政策背景:特朗普的“美国优先”政策可能推动半导体制造业进一步本土化,延续《芯片与科学法案》(CHIPS Act)的补贴与税收优惠。英特尔作为美国本土最大的芯片制造商,可能在亚利桑那州、俄亥俄州的新晶圆厂获得更多政策支持,加速先进制程(如Intel 3、18A)的产能落地。 - 风险点:供应链去全球化可能导致成本上升。若美国强制要求半导体供应链“去中国化”,英特尔在中国市场的份额(占其2023年营收约27%)可能受冲击,需调整全球产能布局以平衡地缘政治风险。 2. 技术出口管制与对华竞争 - 特朗普可能升级对华技术封锁,限制高性能计算芯片(如AI加速器)对华出口。英特尔需权衡合规与市场利益:若其Gaudi系列AI芯片被纳入管制,短期可能损失中国客户,但长期可能倒逼其通过“中国特供版”芯片(如针对大模型推理的定制产品)维持市场。 3. 盟友合作与产业联盟 - 特朗普的孤立主义倾向可能弱化美欧日韩半导体同盟,影响英特尔在欧盟(如德国晶圆厂)、东亚的布局。但若美国联合盟友共同围堵中国半导体产业,英特尔或受益于“非中国供应链”需求。 二、DeepSeek等大模型引发的行业变革 1. 算力需求重构与芯片竞争 - 训练侧:大模型参数规模指数级增长(如从千亿到万亿级),推动超算集群对高带宽内存(HBM)、先进封装(如Foveros)的需求。英特尔需加速Ponte Vecchio GPU与Sapphire Rapids CPU的整合方案,对标英伟达Grace Hopper。 - 推理侧:边缘端推理需求爆发(如终端AI、自动驾驶),要求低功耗、高能效芯片。英特尔的","text":"$英特尔(INTC)$ 英特尔未来发展的综合分析 一、特朗普政策回归对英特尔的影响 1. 制造业回流与供应链重塑 - 政策背景:特朗普的“美国优先”政策可能推动半导体制造业进一步本土化,延续《芯片与科学法案》(CHIPS Act)的补贴与税收优惠。英特尔作为美国本土最大的芯片制造商,可能在亚利桑那州、俄亥俄州的新晶圆厂获得更多政策支持,加速先进制程(如Intel 3、18A)的产能落地。 - 风险点:供应链去全球化可能导致成本上升。若美国强制要求半导体供应链“去中国化”,英特尔在中国市场的份额(占其2023年营收约27%)可能受冲击,需调整全球产能布局以平衡地缘政治风险。 2. 技术出口管制与对华竞争 - 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推理侧:边缘端推理需求爆发(如终端AI、自动驾驶),要求低功耗、高能效芯片。英特尔的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/397651093373192","isVote":1,"tweetType":1,"viewCount":9667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301174618206272,"gmtCreate":1714535040935,"gmtModify":1714535042527,"author":{"id":"3554840380098419","authorId":"3554840380098419","name":"WXIN","avatar":"https://static.tigerbbs.com/418016db778d026b30d90ee30d13782f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554840380098419","authorIdStr":"3554840380098419"},"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/301174618206272","repostId":"300875772678152","repostType":1,"repost":{"id":300875772678152,"gmtCreate":1714490630336,"gmtModify":1744961077852,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"本周做市商要干票大的,给特斯拉多空全端了","htmlText":"省流:本周特斯拉大概率190,如果周四周五出现偏差可以考虑squeeze买个彩票。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉周一暴涨15%收盘,理论上市场情绪应该看涨。但跟做市商斗智斗勇了这么久,我首先想到的是先去查看跌期权的未平仓数据。果然不出所料,行权价位于195美元到185美元区间的未平仓数量出现了大幅增长。:看涨期权方面,未平仓量增幅最大的行权价主要在200美元以上。而190美元到200美元区间本身就存在大量未平仓。因此,本周特斯拉股价基本上是神仙斗法:大概率情况是,做市商把股价狠狠控制在190美元左右,然后把call跟put都一锅端了;或者股价向某一方向突破,变成squeeze。这个某一方向是指多空都有可能,听起来说了跟没说一样。但这周我倾向看跌大盘,所以答案还是维稳190。为什么看跌大盘反而稳住190呢?在大盘下跌时,特斯拉起一个救场功能:资金可能逃离其他下跌股票而流向特斯拉,但因为大盘看跌,所以特斯拉股价也不会涨的很离谱,是以190收盘。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 如果周中没有什么暴涨暴跌能让有心人捡便宜的话,这周英伟达依然无法突破900 <a href=\"https://laohu8.com/OPT/NVDA%2020240503%20900.0%20CALL\">$NVDA 20240503 900.0 CALL$</a> 。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 如果以英伟达无法突破900美元为前提,那么AMD财报又会是什么情况?无法突破900意味着周涨幅不超过2.2%。而众所周知只要AMD股价暴涨,英伟达盘前肯定都不止2.2%。但我也不认为A","listText":"省流:本周特斯拉大概率190,如果周四周五出现偏差可以考虑squeeze买个彩票。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉周一暴涨15%收盘,理论上市场情绪应该看涨。但跟做市商斗智斗勇了这么久,我首先想到的是先去查看跌期权的未平仓数据。果然不出所料,行权价位于195美元到185美元区间的未平仓数量出现了大幅增长。:看涨期权方面,未平仓量增幅最大的行权价主要在200美元以上。而190美元到200美元区间本身就存在大量未平仓。因此,本周特斯拉股价基本上是神仙斗法:大概率情况是,做市商把股价狠狠控制在190美元左右,然后把call跟put都一锅端了;或者股价向某一方向突破,变成squeeze。这个某一方向是指多空都有可能,听起来说了跟没说一样。但这周我倾向看跌大盘,所以答案还是维稳190。为什么看跌大盘反而稳住190呢?在大盘下跌时,特斯拉起一个救场功能:资金可能逃离其他下跌股票而流向特斯拉,但因为大盘看跌,所以特斯拉股价也不会涨的很离谱,是以190收盘。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 如果周中没有什么暴涨暴跌能让有心人捡便宜的话,这周英伟达依然无法突破900 <a href=\"https://laohu8.com/OPT/NVDA%2020240503%20900.0%20CALL\">$NVDA 20240503 900.0 CALL$</a> 。 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 如果以英伟达无法突破900美元为前提,那么AMD财报又会是什么情况?无法突破900意味着周涨幅不超过2.2%。而众所周知只要AMD股价暴涨,英伟达盘前肯定都不止2.2%。但我也不认为A","text":"省流:本周特斯拉大概率190,如果周四周五出现偏差可以考虑squeeze买个彩票。 $特斯拉(TSLA)$ 特斯拉周一暴涨15%收盘,理论上市场情绪应该看涨。但跟做市商斗智斗勇了这么久,我首先想到的是先去查看跌期权的未平仓数据。果然不出所料,行权价位于195美元到185美元区间的未平仓数量出现了大幅增长。:看涨期权方面,未平仓量增幅最大的行权价主要在200美元以上。而190美元到200美元区间本身就存在大量未平仓。因此,本周特斯拉股价基本上是神仙斗法:大概率情况是,做市商把股价狠狠控制在190美元左右,然后把call跟put都一锅端了;或者股价向某一方向突破,变成squeeze。这个某一方向是指多空都有可能,听起来说了跟没说一样。但这周我倾向看跌大盘,所以答案还是维稳190。为什么看跌大盘反而稳住190呢?在大盘下跌时,特斯拉起一个救场功能:资金可能逃离其他下跌股票而流向特斯拉,但因为大盘看跌,所以特斯拉股价也不会涨的很离谱,是以190收盘。 $英伟达(NVDA)$ 如果周中没有什么暴涨暴跌能让有心人捡便宜的话,这周英伟达依然无法突破900 $NVDA 20240503 900.0 CALL$ 。 $美国超微公司(AMD)$ 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