“中国巴菲特”段永平交易追踪 - 老虎社区

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- 爱吹牛的傻大江爱吹牛的傻大江
  ·11-06 12:45
  雪球上专门看了下八月份的古早消息了，不知到为啥现在拿来发
  段永平称美光科技到期，月溢价超10%
  段永平11月5日于雪球发帖称，美光科技相关仓位又到期，且一个月溢价超过10%。他在短帖中写道：“一个月超过10%的premium，保险公司的生意不错哈。”但他未披露具体交易工具、仓位规模或到期日期等细节。帖文亦未说明上述“溢价”对应的标的或收益来源。上述表述常被投资者用于类比“卖保险”式的收益结构，但帖文未进一步解释其含义或策略。除提及美光科技外，他未对公司基本面或股价发表评论；全文仅有上述两句，未提供更宽泛的市场观点或时间框架。
  段永平称美光科技到期，月溢价超10%
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- 爱吹牛的傻大江爱吹牛的傻大江
  ·11-06 12:45
  雪球上专门看了下八月份的古早消息了，不知到为啥现在拿来发
  段永平称美光科技到期，月溢价超10%
  段永平11月5日于雪球发帖称，美光科技相关仓位又到期，且一个月溢价超过10%。他在短帖中写道：“一个月超过10%的premium，保险公司的生意不错哈。”但他未披露具体交易工具、仓位规模或到期日期等细节。帖文亦未说明上述“溢价”对应的标的或收益来源。上述表述常被投资者用于类比“卖保险”式的收益结构，但帖文未进一步解释其含义或策略。除提及美光科技外，他未对公司基本面或股价发表评论；全文仅有上述两句，未提供更宽泛的市场观点或时间框架。
  段永平称美光科技到期，月溢价超10%
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}\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平称美光科技到期，月溢价超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1003763968\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8f5e7cba3670a5e793ae6a90ab6660f8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">段永平今天交易了什么 </p>\n<p class=\"h-time\">2026-11-05 14:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>段永平11月5日于雪球发帖称，美光科技相关仓位又到期，且一个月溢价超过10%。</p>\n<p>他在短帖中写道：“一个月超过10%的premium，保险公司的生意不错哈。”但他未披露具体交易工具、仓位规模或到期日期等细节。帖文亦未说明上述“溢价”对应的标的或收益来源。</p>\n<p>上述表述常被投资者用于类比“卖保险”式的收益结构，但帖文未进一步解释其含义或策略。除提及美光科技外，他未对公司基本面或股价发表评论；全文仅有上述两句，未提供更宽泛的市场观点或时间框架。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) 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ACC"},"source_url":"https://xueqiu.com/1247347556/415638856","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2681101793","content_text":"段永平11月5日于雪球发帖称，美光科技相关仓位又到期，且一个月溢价超过10%。\n他在短帖中写道：“一个月超过10%的premium，保险公司的生意不错哈。”但他未披露具体交易工具、仓位规模或到期日期等细节。帖文亦未说明上述“溢价”对应的标的或收益来源。\n上述表述常被投资者用于类比“卖保险”式的收益结构，但帖文未进一步解释其含义或策略。除提及美光科技外，他未对公司基本面或股价发表评论；全文仅有上述两句，未提供更宽泛的市场观点或时间框架。","news_type":1,"symbols_score_info":{"TTXU":1,"CHAT":1,"SOXQ":1,"IETC":1,"MULL":1,"FXL":1,"MUG":1,"MUYY":1,"FAI":1,"AIQ":1,"EFIV":1,"PSI":1,"RULE":1,"PTF":1,"AIFD":1,"BOBP":1,"CGGO":1,"HBMX":1,"MU":1,"MUZ":1,"MIC":1,"XLK":1,"BAI":1,"EGGY":1,"MUU":1,"LEGR":1,"CHPX":1,"SHOC":1,"EMSF":1,"SMU00main":1,"JGRO":1,"WLDR":1,"ARTY":1,"IXN":1,"WUGI":1,"XNTK":1,"FTXL":1,"SMH":1,"TRFK":1,"USXF":1,"SOXX":1,"AIS":1,"DRMY":1,"CHPS":1,"DISK":1,"MUD":1,"VGT":1,"FTEC":1,"FDTX":1}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":626381245937128,"gmtCreate":1793940313809,"gmtModify":1793940954925,"author":{"id":"3491225479053506","authorId":"3491225479053506","name":"爱吹牛的傻大江","avatar":"https://static.tigerbbs.com/acc10a946092110bc129113fb13247f1","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491225479053506","idStr":"3491225479053506"},"themes":[],"title":"","htmlText":"雪球上专门看了下八月份的古早消息了，不知到为啥现在拿来发","listText":"雪球上专门看了下八月份的古早消息了，不知到为啥现在拿来发","text":"雪球上专门看了下八月份的古早消息了，不知到为啥现在拿来发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626381245937128","repostId":"2681101793","repostType":2,"repost":{"id":"2681101793","kind":"highlight","weMediaInfo":{"introduction":"段永平雪球发声","home_visible":1,"media_name":"段永平今天交易了什么","id":"1003763968","head_image":"https://community-static.tradeup.com/news/8f5e7cba3670a5e793ae6a90ab6660f8"},"pubTimestamp":1793859667,"share":"https://www.laohunote.com/m/news/2681101793?lang=zh_CN&edition=full","pubTime":"2026-11-05 14:21","market":"us","language":"zh","title":"段永平称美光科技到期，月溢价超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2681101793","media":"段永平今天交易了什么","summary":"段永平11月5日于雪球发帖称，美光科技相关仓位又到期，且一个月溢价超过10%。\n他在短帖中写道：“一个月超过10%的premium，保险公司的生意不错哈。”但他未披露具体交易工具、仓位规模或到期日期等细节。帖文亦未说明上述“溢价”对应的标的或收益来源。\n上述表述常被投资者用于类比“卖保险”式的收益结构，但帖文未进一步解释其含义或策略。除提及美光科技外，他未对公司基本面或股价发表评论；全文仅有上述两句，未提供更宽泛的市场观点或时间框架。","content":"<p>段永平11月5日于雪球发帖称，美光科技相关仓位又到期，且一个月溢价超过10%。</p>\n<p>他在短帖中写道：“一个月超过10%的premium，保险公司的生意不错哈。”但他未披露具体交易工具、仓位规模或到期日期等细节。帖文亦未说明上述“溢价”对应的标的或收益来源。</p>\n<p>上述表述常被投资者用于类比“卖保险”式的收益结构，但帖文未进一步解释其含义或策略。除提及美光科技外，他未对公司基本面或股价发表评论；全文仅有上述两句，未提供更宽泛的市场观点或时间框架。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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}\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平称美光科技到期，月溢价超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1003763968\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8f5e7cba3670a5e793ae6a90ab6660f8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">段永平今天交易了什么 </p>\n<p class=\"h-time\">2026-11-05 14:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>段永平11月5日于雪球发帖称，美光科技相关仓位又到期，且一个月溢价超过10%。</p>\n<p>他在短帖中写道：“一个月超过10%的premium，保险公司的生意不错哈。”但他未披露具体交易工具、仓位规模或到期日期等细节。帖文亦未说明上述“溢价”对应的标的或收益来源。</p>\n<p>上述表述常被投资者用于类比“卖保险”式的收益结构，但帖文未进一步解释其含义或策略。除提及美光科技外，他未对公司基本面或股价发表评论；全文仅有上述两句，未提供更宽泛的市场观点或时间框架。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) 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