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第N次大变革大分流
第N次大变革大分流
·
17:07
$南方东英SK海力士每日杠杆最多 (2x) 产品(07709)$
做了一个倒T，摊薄一下成本，当前韩国市场的现状，不是几下反弹就能解决问题的，所以只能不断用波段了。韩国股票的问题还是市场资金面的问题。不过好在这已经是个估值非常划算的时机点了。
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第N次大变革大分流
第N次大变革大分流
·
10-26 23:45
$MRVL 20261030 310.0 CALL$
今天把这个这个备兑的call平仓了，虽说权益金很小，但是如今这个行情苍蝇也是肉啊，估计得到11月份中旬才有大反弹行情了，AI的调整是必然，幅度大一点也是考验广大股民的心态。恐慌持续时间长反而能够铸造更坚实的底部
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第N次大变革大分流
第N次大变革大分流
·
10-26 16:14
其实这次交易的核心还是防御**易，在资金恐慌性从芯片股票出逃的过程中，比如有一部分资金借助安全事件热点跑去炒作cyber security股票，但是这类AI主导的网络安全攻防本身还是在烧token的，背后依然是算力。
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第N次大变革大分流
第N次大变革大分流
·
10-26 16:08
AI不太可能会重演光纤崩盘，是因为现在的市场恐慌蔓延效率远高于几十年前了，一点风吹草动，市场就大跌，有一点泡沫基本上几个月内就迅速释放，不会集中释放的
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第N次大变革大分流
第N次大变革大分流
·
10-26 16:03
马斯克的这个做法典型的打击弱小竞争对手，尤其是那些neo cloud，想蹭着这次AI市场回调一鼓作气拉高这些neo cloud的债券收益率，引发cds的多米洛骨牌。
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第N次大变革大分流
第N次大变革大分流
·
07-13
$SK海力士(SKHY)$
不仅仅是获利回吐，是韩国去杠杆搞出大问题了，一边疯狂扩大产能，一边资本市场去杠杆，然后跑到美国上市反而资金都去美股了
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第N次大变革大分流
第N次大变革大分流
·
07-07
海力士当然不是泡沫，估值很低，但是要去美股上市了，华尔街机构当然要低价抢筹码，所以这几天会大幅制造恐慌情绪打压股价
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第N次大变革大分流
第N次大变革大分流
·
07-02
Sk海力士赴美上市短期内可能会跌，因为大家想当然认为去美服上市估值就会上涨，但是市场往往会反直觉，但就华尔街大资金想低位抢筹码这一点来看，不大可能希望sk海力士在美股上市初期就出现较高价位。
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第N次大变革大分流
第N次大变革大分流
·
06-09
$南方两倍做多海力士(07709)$
这是在偷吃收益吧，上周看到溢价率是1%多一点，现在大幅跑输真实2倍海力士的股价，居然显示溢价12%多，简直是收割投资者
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第N次大变革大分流
第N次大变革大分流
·
06-09
$南方两倍做多三星电子(07747)$
这是在偷吃收益吧，上周看到溢价率是1%多一点，现在大幅跑输真实2倍海力士的股价，居然显示溢价12%多，简直是收割投资者
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href=\"https://ttm.financial/S/07709\">$南方东英SK海力士每日杠杆最多 (2x) 产品(07709)$ </a> 做了一个倒T，摊薄一下成本，当前韩国市场的现状，不是几下反弹就能解决问题的，所以只能不断用波段了。韩国股票的问题还是市场资金面的问题。不过好在这已经是个估值非常划算的时机点了。","listText":"<a href=\"https://ttm.financial/S/07709\">$南方东英SK海力士每日杠杆最多 (2x) 产品(07709)$ </a> 做了一个倒T，摊薄一下成本，当前韩国市场的现状，不是几下反弹就能解决问题的，所以只能不断用波段了。韩国股票的问题还是市场资金面的问题。不过好在这已经是个估值非常划算的时机点了。","text":"$南方东英SK海力士每日杠杆最多 (2x) 产品(07709)$ 做了一个倒T，摊薄一下成本，当前韩国市场的现状，不是几下反弹就能解决问题的，所以只能不断用波段了。韩国股票的问题还是市场资金面的问题。不过好在这已经是个估值非常划算的时机点了。","images":[{"img":"https://community-static.tradeup.com/news/1dfe24a7f3f5763cfb4f8f1c9196a5bd","width":"1066","height":"1674"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622867661824936","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":622612013359904,"gmtCreate":1793029538241,"gmtModify":1793029543235,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/MRVL 20261030 310.0 CALL\">$MRVL 20261030 310.0 CALL$ </a> 今天把这个这个备兑的call平仓了，虽说权益金很小，但是如今这个行情苍蝇也是肉啊，估计得到11月份中旬才有大反弹行情了，AI的调整是必然，幅度大一点也是考验广大股民的心态。恐慌持续时间长反而能够铸造更坚实的底部","listText":"<a href=\"https://ttm.financial/OPT/MRVL 20261030 310.0 CALL\">$MRVL 20261030 310.0 CALL$ </a> 今天把这个这个备兑的call平仓了，虽说权益金很小，但是如今这个行情苍蝇也是肉啊，估计得到11月份中旬才有大反弹行情了，AI的调整是必然，幅度大一点也是考验广大股民的心态。恐慌持续时间长反而能够铸造更坚实的底部","text":"$MRVL 20261030 310.0 CALL$ 今天把这个这个备兑的call平仓了，虽说权益金很小，但是如今这个行情苍蝇也是肉啊，估计得到11月份中旬才有大反弹行情了，AI的调整是必然，幅度大一点也是考验广大股民的心态。恐慌持续时间长反而能够铸造更坚实的底部","images":[{"img":"https://community-static.tradeup.com/news/69f43dfbadba999f60c8893c53903538","width":"1066","height":"1594"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622612013359904","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":622501320229544,"gmtCreate":1793002491519,"gmtModify":1793003528505,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"title":"","htmlText":"其实这次交易的核心还是防御**易，在资金恐慌性从芯片股票出逃的过程中，比如有一部分资金借助安全事件热点跑去炒作cyber security股票，但是这类AI主导的网络安全攻防本身还是在烧token的，背后依然是算力。","listText":"其实这次交易的核心还是防御**易，在资金恐慌性从芯片股票出逃的过程中，比如有一部分资金借助安全事件热点跑去炒作cyber security股票，但是这类AI主导的网络安全攻防本身还是在烧token的，背后依然是算力。","text":"其实这次交易的核心还是防御**易，在资金恐慌性从芯片股票出逃的过程中，比如有一部分资金借助安全事件热点跑去炒作cyber security股票，但是这类AI主导的网络安全攻防本身还是在烧token的，背后依然是算力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622501320229544","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622514049671752,"gmtCreate":1793002095085,"gmtModify":1793002100303,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"title":"","htmlText":"AI不太可能会重演光纤崩盘，是因为现在的市场恐慌蔓延效率远高于几十年前了，一点风吹草动，市场就大跌，有一点泡沫基本上几个月内就迅速释放，不会集中释放的","listText":"AI不太可能会重演光纤崩盘，是因为现在的市场恐慌蔓延效率远高于几十年前了，一点风吹草动，市场就大跌，有一点泡沫基本上几个月内就迅速释放，不会集中释放的","text":"AI不太可能会重演光纤崩盘，是因为现在的市场恐慌蔓延效率远高于几十年前了，一点风吹草动，市场就大跌，有一点泡沫基本上几个月内就迅速释放，不会集中释放的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622514049671752","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622512685388664,"gmtCreate":1793001786711,"gmtModify":1793001791778,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"title":"","htmlText":"马斯克的这个做法典型的打击弱小竞争对手，尤其是那些neo 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不仅仅是获利回吐，是韩国去杠杆搞出大问题了，一边疯狂扩大产能，一边资本市场去杠杆，然后跑到美国上市反而资金都去美股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585295555199160","isVote":1,"tweetType":1,"viewCount":1630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583113203025448,"gmtCreate":1783391755689,"gmtModify":1783391760844,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"title":"","htmlText":"海力士当然不是泡沫，估值很低，但是要去美股上市了，华尔街机构当然要低价抢筹码，所以这几天会大幅制造恐慌情绪打压股价","listText":"海力士当然不是泡沫，估值很低，但是要去美股上市了，华尔街机构当然要低价抢筹码，所以这几天会大幅制造恐慌情绪打压股价","text":"海力士当然不是泡沫，估值很低，但是要去美股上市了，华尔街机构当然要低价抢筹码，所以这几天会大幅制造恐慌情绪打压股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583113203025448","isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581338272490320,"gmtCreate":1782958393692,"gmtModify":1782963779111,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"title":"","htmlText":"Sk海力士赴美上市短期内可能会跌，因为大家想当然认为去美服上市估值就会上涨，但是市场往往会反直觉，但就华尔街大资金想低位抢筹码这一点来看，不大可能希望sk海力士在美股上市初期就出现较高价位。","listText":"Sk海力士赴美上市短期内可能会跌，因为大家想当然认为去美服上市估值就会上涨，但是市场往往会反直觉，但就华尔街大资金想低位抢筹码这一点来看，不大可能希望sk海力士在美股上市初期就出现较高价位。","text":"Sk海力士赴美上市短期内可能会跌，因为大家想当然认为去美服上市估值就会上涨，但是市场往往会反直觉，但就华尔街大资金想低位抢筹码这一点来看，不大可能希望sk海力士在美股上市初期就出现较高价位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581338272490320","isVote":1,"tweetType":1,"viewCount":20023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573328497525648,"gmtCreate":1780994776777,"gmtModify":1780994780473,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564479083780631","idStr":"3564479083780631"},"themes":[],"title":"","htmlText":"<a 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这是在偷吃收益吧，上周看到溢价率是1%多一点，现在大幅跑输真实2倍海力士的股价，居然显示溢价12%多，简直是收割投资者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573320022680504","isVote":1,"tweetType":1,"viewCount":156700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}