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KC878
KC878
·
09:00
Intel凭借1.8nm制程黑豹湖处理器强势回归，展现技术突破与AI PC雄心。然而，面临AMD及高通的激烈竞争、制程良率与成本考验，加上记忆体涨价及地缘政治风险，其王者之路仍充满变数。短期股价受消息提振，但长期能否真正翻身，还需观察后续量产表现与市场接受度。半导体战场胜负未定，宜谨慎看待。
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KC878
KC878
·
01-14 17:48
JPM业绩超预期但费用指引偏高，市场反应谨慎；BNY稳健创纪录，展现规模效应；DAL现金流强劲却受成本压力影响。整体显示经济韧性足，但通胀与信贷风险犹存，财报季投资需细辨个股质地与行业趋势。
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KC878
KC878
·
01-12
当前市场受政治干扰与避险情绪主导。联储局独立性受疑虑，叠加地缘风险，虽短期资金流向黄金与成长股，但波动加剧。港股受惠政策预期与南下资金，但全球不确定性仍高，恒指短期或于26,000点附近反复。会保持谨慎，观察事件发展与市场情绪变化。[得意]
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KC878
KC878
·
2025-12-31
当前市场呈现避险与成长并存的格局，个人倾向采取「平衡布局」策略：配置部分黄金ETF（如GLD）抵御汇率与地缘波动，同时增持港股科技类ETF（如恒生科技指数）捕捉估值修复机会。另以宽基ETF（如沪深300）作为核心持仓，稳健参与市场长期成长。2026年将密切关注中美政策动向，动态调整比重，力求在波动中兼顾风险与收益。[财迷]
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KC878
KC878
·
2025-12-30
我也喜欢这样🤭
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KC878
KC878
·
2025-12-29
这是收取权利金、且看涨后市的策略。在GLD价格高位震荡或温和上涨时能稳定获利，其最大收益与亏损均被锁定，风险可控。然而，策略盈亏比约1:3.3，显示潜在亏损远大于收益，对进场时机及标的价格稳定性要求极高，若市场出现剧烈回调，将面临显著亏损。[财迷]
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KC878
KC878
·
2025-12-29
若要选择代表未来两年市场情绪的商品期货，我会选择原油。其价格紧密连结全球经济活动、地缘政治局势与能源转型进程，能综合反映风险偏好、通胀预期及增长担忧。相较黄金（避险情绪）或白银（工业与金融双重属性），原油更直接捕捉经济冷暖的脉动，尤其适合观察复苏与衰退的转折。[得意]
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KC878
KC878
·
2025-12-25
此熊市看涨价差策略，针对美光股价已处高位的判断而设计，在控制风险（最大亏损锁定为414美元）的前提下，透过收取净权利金获利。策略胜率取决于股价在到期时能否压在283.36美元以下，适合预期短期涨势停滞或小幅回调，属于风险与收益皆有限的保守型选择。
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KC878
KC878
·
2025-11-14
基于京东「增收不增利」的判断，可采用熊市看涨价差期权策略。例如，卖出接近市价的看涨期权并买入更高行权价的看涨期权，以收取权利金。这能在股价因利润下滑而上涨无力时获取最大收益，同时锁定下行风险。若财报后股价波动有限，此策略尤为适用。[开心]
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KC878
KC878
·
2025-11-10
$PayPal(PYPL)$
升升跌跌都习惯了
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著亏损。[财迷]","text":"这是收取权利金、且看涨后市的策略。在GLD价格高位震荡或温和上涨时能稳定获利，其最大收益与亏损均被锁定，风险可控。然而，策略盈亏比约1:3.3，显示潜在亏损远大于收益，对进场时机及标的价格稳定性要求极高，若市场出现剧烈回调，将面临显著亏损。[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516026619592976","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516025284272224,"gmtCreate":1767003473606,"gmtModify":1767004014538,"author":{"id":"4149134706475152","authorId":"4149134706475152","name":"KC878","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149134706475152","idStr":"4149134706475152"},"themes":[],"htmlText":"若要选择代表未来两年市场情绪的商品期货，我会选择原油。其价格紧密连结全球经济活动、地缘政治局势与能源转型进程，能综合反映风险偏好、通胀预期及增长担忧。相较黄金（避险情绪）或白银（工业与金融双重属性），原油更直接捕捉经济冷暖的脉动，尤其适合观察复苏与衰退的转折。[得意]","listText":"若要选择代表未来两年市场情绪的商品期货，我会选择原油。其价格紧密连结全球经济活动、地缘政治局势与能源转型进程，能综合反映风险偏好、通胀预期及增长担忧。相较黄金（避险情绪）或白银（工业与金融双重属性），原油更直接捕捉经济冷暖的脉动，尤其适合观察复苏与衰退的转折。[得意]","text":"若要选择代表未来两年市场情绪的商品期货，我会选择原油。其价格紧密连结全球经济活动、地缘政治局势与能源转型进程，能综合反映风险偏好、通胀预期及增长担忧。相较黄金（避险情绪）或白银（工业与金融双重属性），原油更直接捕捉经济冷暖的脉动，尤其适合观察复苏与衰退的转折。[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516025284272224","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514561407205656,"gmtCreate":1766652911408,"gmtModify":1766652917126,"author":{"id":"4149134706475152","authorId":"4149134706475152","name":"KC878","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149134706475152","idStr":"4149134706475152"},"themes":[],"htmlText":"此熊市看涨价差策略，针对美光股价已处高位的判断而设计，在控制风险（最大亏损锁定为414美元）的前提下，透过收取净权利金获利。策略胜率取决于股价在到期时能否压在283.36美元以下，适合预期短期涨势停滞或小幅回调，属于风险与收益皆有限的保守型选择。","listText":"此熊市看涨价差策略，针对美光股价已处高位的判断而设计，在控制风险（最大亏损锁定为414美元）的前提下，透过收取净权利金获利。策略胜率取决于股价在到期时能否压在283.36美元以下，适合预期短期涨势停滞或小幅回调，属于风险与收益皆有限的保守型选择。","text":"此熊市看涨价差策略，针对美光股价已处高位的判断而设计，在控制风险（最大亏损锁定为414美元）的前提下，透过收取净权利金获利。策略胜率取决于股价在到期时能否压在283.36美元以下，适合预期短期涨势停滞或小幅回调，属于风险与收益皆有限的保守型选择。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514561407205656","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500037757493904,"gmtCreate":1763104512465,"gmtModify":1763104517961,"author":{"id":"4149134706475152","authorId":"4149134706475152","name":"KC878","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149134706475152","idStr":"4149134706475152"},"themes":[],"htmlText":"基于京东「增收不增利」的判断，可采用熊市看涨价差期权策略。例如，卖出接近市价的看涨期权并买入更高行权价的看涨期权，以收取权利金。这能在股价因利润下滑而上涨无力时获取最大收益，同时锁定下行风险。若财报后股价波动有限，此策略尤为适用。[开心]","listText":"基于京东「增收不增利」的判断，可采用熊市看涨价差期权策略。例如，卖出接近市价的看涨期权并买入更高行权价的看涨期权，以收取权利金。这能在股价因利润下滑而上涨无力时获取最大收益，同时锁定下行风险。若财报后股价波动有限，此策略尤为适用。[开心]","text":"基于京东「增收不增利」的判断，可采用熊市看涨价差期权策略。例如，卖出接近市价的看涨期权并买入更高行权价的看涨期权，以收取权利金。这能在股价因利润下滑而上涨无力时获取最大收益，同时锁定下行风险。若财报后股价波动有限，此策略尤为适用。[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500037757493904","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498539389952056,"gmtCreate":1762736139498,"gmtModify":1762736144461,"author":{"id":"4149134706475152","authorId":"4149134706475152","name":"KC878","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149134706475152","idStr":"4149134706475152"},"themes":[],"title":"","htmlText":"<a 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