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黑眼圈太重了鄧文
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黑眼圈太重了鄧文
17:26
$英特尔(INTC)$
怕高的都是命苦的人,还是那句老话:英特尔、甲骨文、微软,三者会是这波科技股大涨趋势里面最靓的仔,可惜了龙头英伟达,前方探路者以前是奈飞,现在是CRCL,
黑眼圈太重了鄧文
17:19
$英特尔(INTC)$
看这几天是否出原点,出原点就好操作了,目前连个参照物都没有、简直在裸奔,
黑眼圈太重了鄧文
15:00
$特斯拉(TSLA)$
读麦克米伦谈期权这本书快一半了、215页面之前的部分里,很多都在说怎么利用不同的东西或指标、来发现、预测哪里有大鱼,这个比技术策略这块要高级点,起码不是什么靠经验靠感觉靠直觉靠玄学来预判哪里有鱼要强很多,
黑眼圈太重了鄧文
13:01
$特斯拉(TSLA)$
论社会系统的强与弱: 系统内部:决策失误的距大浪费、维护系统运行的成本、权贵世家趴在节点上吸食、贪腐、忽悠成本里面,这几个里面,忽悠成本是最大的(宣传部长是常委),权贵世家趴在节点上吸食、这个即使换一批也会趴在上面吸食,运营成本、节点多肯定运营费多,上面的这些都不算什么,因为换个系统、也是这帮子,算什么的是、也就是系统最主要的是:玩科技的家族、这个对生产率提高是最多的,但也是最容易被替代的、而权贵世家是最不容易被替代的,玩科技的家族在节点上被充分的自由竞争,而权贵世家们所在的节点是最不容易被自由竞争的、他们要王朝更替时的快300年才那么竞争一下,而科技家族节点20年就自由竞争一次,这才是系统内最大的恶;欧美系统一直比我们强就强在这一点,权贵世家这些节点的自由竞争跟科技家族节点自由竞争差不多,这可以让系统的进步和产出高于我们; 系统内部:都会存在这些权贵世家节点、科技家族节点、
$标普500(.SPX)$
$英伟达(NVDA)$
$纳斯达克(.IXIC)$
$苹果(AAPL)$
黑眼圈太重了鄧文
05-04 12:38
$甲骨文(ORCL)$
这张价格压到3.0以下,就是时机:
$特斯拉(TSLA)$
黑眼圈太重了鄧文
05-04 12:35
$甲骨文(ORCL)$
区间内股价再波动一下,期权都会变得相对便宜,这是中长期看好甲骨文买入单边call的最佳时机,
黑眼圈太重了鄧文
05-03 13:40
完了,脸书大力压注的赛道都要黄,以前的稳定币、元宇宙、AR眼镜,
抱歉,原内容已删除
黑眼圈太重了鄧文
05-02
$天孚通信(300394)$
苹果年营收4500亿刀左右,市值4.1位亿刀,这25年营收52亿、市值2700亿,这样算那苹果的市值不得20万亿刀+,这波大A科技股的水分太大了,谁来填:跟以前一样大跌?系统内的水来填?银行储蓄?股民?
黑眼圈太重了鄧文
05-02
$英特尔(INTC)$
不用看了,今年就涨到2万亿市值,股价500,特斯拉英伟达当年涨起来也每道理可盐,
黑眼圈太重了鄧文
05-01
曼哈顿计划催生出了半导体、玩来40年后,太空竞赛和星球大战计划,催生了互联网,这波以民间资本能催生歌什么玩意出来?或者就是单纯的大基建,
抱歉,原内容已删除
黑眼圈太重了鄧文
05-01
$特斯拉(TSLA)$
我日,保护归零,昨晚五大科技巨头财报后的走势和美股走势,说明水还是有点少,黄金昨晚在拉了,看样子这波贝森特得拉到5000美元再看看美股走势反应出来的水位高了还是低了,我觉得拉到5000刚好,
黑眼圈太重了鄧文
05-01
英伟达从去年开始,每次前高后的大跌,跟几年前的苹果一模一样,当时苹果每次前高后,自己跌大盘跌,
抱歉,原内容已删除
黑眼圈太重了鄧文
05-01
这不就是delta在时间轴上面的变动嘛,
抱歉,原内容已删除
黑眼圈太重了鄧文
05-01
$特斯拉(TSLA)$
可能要换分析模式了:
$纳斯达克(.IXIC)$
$标普500(.SPX)$
$英伟达(NVDA)$
$英特尔(INTC)$
欧洲央行、英国央行在搞情景分析模式,要是美联储也搞的话,那说明在技术分析指标这块,要由目前的区间分析为主、切换到均线为主的分析,情景分析模式推低推高后的由点开始发散路径、推中后的由点开始发散路径,这两个里面,推中后发散是100%三角形扩张,而以均线分析为主应对、要优于区间分析为主,
黑眼圈太重了鄧文
04-30
$特斯拉(TSLA)$
天下大势: 拉涨黄金、搞低汇率、大搞科技,这会成为逆全球化开端的竞赛模式,哪个国家不跟进、哪个国家在逆全球化开端就要淘汰出局,天下大势,
$纳斯达克(.IXIC)$
$标普500(.SPX)$
$英伟达(NVDA)$
$英特尔(INTC)$
黑眼圈太重了鄧文
04-25
新王上任,这诚意不咋滴,
抱歉,原内容已删除
黑眼圈太重了鄧文
04-24
$英特尔(INTC)$
贝森特操盘术真的很差劲,不是一般的差,拉涨黄金BTC姨太作为水源,大方水,然后通过美元贬值和AI大科技来进行货币乘数的扩张,(大基建和大房地产没戏、),你贝森特要是换种玩法,通过社保医保来进行货币乘数扩张,那还是个人物,还是那句话,黄金拉到了5598美元、其水足够这波反单里面的微软、英特尔、甲骨文成为最亮的崽,而龙头英伟达在特朗普怂了后、并没有跌到位,这波反单可惜了龙头英伟达了,
黑眼圈太重了鄧文
04-24
$英特尔(INTC)$
黄金拉到1万刀/盏司;英特尔市值到2万亿刀应该没人反对吧,也就是还有6倍,股价快500,
黑眼圈太重了鄧文
04-24
$英特尔(INTC)$
啊,兄弟们,下波黄金拉到8000美元/盏司之时,就是小尔子到200之日,
黑眼圈太重了鄧文
04-24
有波动率均值回归,同样也有间距均值回归,
抱歉,原内容已删除
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看这几天是否出原点,出原点就好操作了,目前连个参照物都没有、简直在裸奔,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560910732198104","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560876251981384,"gmtCreate":1777964401233,"gmtModify":1777964403557,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 读麦克米伦谈期权这本书快一半了、215页面之前的部分里,很多都在说怎么利用不同的东西或指标、来发现、预测哪里有大鱼,这个比技术策略这块要高级点,起码不是什么靠经验靠感觉靠直觉靠玄学来预判哪里有鱼要强很多,","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 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系统内部:决策失误的距大浪费、维护系统运行的成本、权贵世家趴在节点上吸食、贪腐、忽悠成本里面,这几个里面,忽悠成本是最大的(宣传部长是常委),权贵世家趴在节点上吸食、这个即使换一批也会趴在上面吸食,运营成本、节点多肯定运营费多,上面的这些都不算什么,因为换个系统、也是这帮子,算什么的是、也就是系统最主要的是:玩科技的家族、这个对生产率提高是最多的,但也是最容易被替代的、而权贵世家是最不容易被替代的,玩科技的家族在节点上被充分的自由竞争,而权贵世家们所在的节点是最不容易被自由竞争的、他们要王朝更替时的快300年才那么竞争一下,而科技家族节点20年就自由竞争一次,这才是系统内最大的恶;欧美系统一直比我们强就强在这一点,权贵世家这些节点的自由竞争跟科技家族节点自由竞争差不多,这可以让系统的进步和产出高于我们; 系统内部:都会存在这些权贵世家节点、科技家族节点、 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 论社会系统的强与弱: 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系统内部:都会存在这些权贵世家节点、科技家族节点、 $标普500(.SPX)$ $英伟达(NVDA)$ $纳斯达克(.IXIC)$ $苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/310ba69cf01ef744647541d168b06969","width":"1268","height":"1556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560846879348448","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560487621887192,"gmtCreate":1777869502673,"gmtModify":1777869963303,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 这张价格压到3.0以下,就是时机:<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":"<a 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区间内股价再波动一下,期权都会变得相对便宜,这是中长期看好甲骨文买入单边call的最佳时机,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/560486532040608","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560148829062880,"gmtCreate":1777786850418,"gmtModify":1777786853198,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"完了,脸书大力压注的赛道都要黄,以前的稳定币、元宇宙、AR眼镜,","listText":"完了,脸书大力压注的赛道都要黄,以前的稳定币、元宇宙、AR眼镜,","text":"完了,脸书大力压注的赛道都要黄,以前的稳定币、元宇宙、AR眼镜,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560148829062880","repostId":"2632449621","repostType":4,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559843820949944,"gmtCreate":1777712315924,"gmtModify":1777712318576,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/300394\">$天孚通信(300394)$</a> 苹果年营收4500亿刀左右,市值4.1位亿刀,这25年营收52亿、市值2700亿,这样算那苹果的市值不得20万亿刀+,这波大A科技股的水分太大了,谁来填:跟以前一样大跌?系统内的水来填?银行储蓄?股民?","listText":"<a href=\"https://laohu8.com/S/300394\">$天孚通信(300394)$</a> 苹果年营收4500亿刀左右,市值4.1位亿刀,这25年营收52亿、市值2700亿,这样算那苹果的市值不得20万亿刀+,这波大A科技股的水分太大了,谁来填:跟以前一样大跌?系统内的水来填?银行储蓄?股民?","text":"$天孚通信(300394)$ 苹果年营收4500亿刀左右,市值4.1位亿刀,这25年营收52亿、市值2700亿,这样算那苹果的市值不得20万亿刀+,这波大A科技股的水分太大了,谁来填:跟以前一样大跌?系统内的水来填?银行储蓄?股民?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559843820949944","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559763862164688,"gmtCreate":1777692802398,"gmtModify":1777692804502,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 不用看了,今年就涨到2万亿市值,股价500,特斯拉英伟达当年涨起来也每道理可盐,","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 不用看了,今年就涨到2万亿市值,股价500,特斯拉英伟达当年涨起来也每道理可盐,","text":"$英特尔(INTC)$ 不用看了,今年就涨到2万亿市值,股价500,特斯拉英伟达当年涨起来也每道理可盐,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/559763862164688","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566290818801808","authorIdStr":"3566290818801808"},"content":"一点可能性都不会存在","text":"一点可能性都不会存在","html":"一点可能性都不会存在"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559483580847328,"gmtCreate":1777624456669,"gmtModify":1777624829179,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"曼哈顿计划催生出了半导体、玩来40年后,太空竞赛和星球大战计划,催生了互联网,这波以民间资本能催生歌什么玩意出来?或者就是单纯的大基建,","listText":"曼哈顿计划催生出了半导体、玩来40年后,太空竞赛和星球大战计划,催生了互联网,这波以民间资本能催生歌什么玩意出来?或者就是单纯的大基建,","text":"曼哈顿计划催生出了半导体、玩来40年后,太空竞赛和星球大战计划,催生了互联网,这波以民间资本能催生歌什么玩意出来?或者就是单纯的大基建,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559483580847328","repostId":"2632894697","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559430552835904,"gmtCreate":1777611497184,"gmtModify":1777611500749,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 我日,保护归零,昨晚五大科技巨头财报后的走势和美股走势,说明水还是有点少,黄金昨晚在拉了,看样子这波贝森特得拉到5000美元再看看美股走势反应出来的水位高了还是低了,我觉得拉到5000刚好,","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 我日,保护归零,昨晚五大科技巨头财报后的走势和美股走势,说明水还是有点少,黄金昨晚在拉了,看样子这波贝森特得拉到5000美元再看看美股走势反应出来的水位高了还是低了,我觉得拉到5000刚好,","text":"$特斯拉(TSLA)$ 我日,保护归零,昨晚五大科技巨头财报后的走势和美股走势,说明水还是有点少,黄金昨晚在拉了,看样子这波贝森特得拉到5000美元再看看美股走势反应出来的水位高了还是低了,我觉得拉到5000刚好,","images":[{"img":"https://static.tigerbbs.com/8ce80052e645e4383bd761409ee87eb8","width":"1206","height":"2622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559430552835904","isVote":1,"tweetType":1,"viewCount":4667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":559419026219656,"gmtCreate":1777608607406,"gmtModify":1777608610038,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"英伟达从去年开始,每次前高后的大跌,跟几年前的苹果一模一样,当时苹果每次前高后,自己跌大盘跌,","listText":"英伟达从去年开始,每次前高后的大跌,跟几年前的苹果一模一样,当时苹果每次前高后,自己跌大盘跌,","text":"英伟达从去年开始,每次前高后的大跌,跟几年前的苹果一模一样,当时苹果每次前高后,自己跌大盘跌,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559419026219656","repostId":"2632918816","repostType":4,"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559418301102104,"gmtCreate":1777608513031,"gmtModify":1777608515397,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"这不就是delta在时间轴上面的变动嘛,","listText":"这不就是delta在时间轴上面的变动嘛,","text":"这不就是delta在时间轴上面的变动嘛,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559418301102104","repostId":"2632969198","repostType":4,"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559417904416000,"gmtCreate":1777608341367,"gmtModify":1777608344364,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>可能要换分析模式了:<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 欧洲央行、英国央行在搞情景分析模式,要是美联储也搞的话,那说明在技术分析指标这块,要由目前的区间分析为主、切换到均线为主的分析,情景分析模式推低推高后的由点开始发散路径、推中后的由点开始发散路径,这两个里面,推中后发散是100%三角形扩张,而以均线分析为主应对、要优于区间分析为主,","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>可能要换分析模式了:<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 欧洲央行、英国央行在搞情景分析模式,要是美联储也搞的话,那说明在技术分析指标这块,要由目前的区间分析为主、切换到均线为主的分析,情景分析模式推低推高后的由点开始发散路径、推中后的由点开始发散路径,这两个里面,推中后发散是100%三角形扩张,而以均线分析为主应对、要优于区间分析为主,","text":"$特斯拉(TSLA)$ 可能要换分析模式了:$纳斯达克(.IXIC)$ $标普500(.SPX)$ $英伟达(NVDA)$ $英特尔(INTC)$ 欧洲央行、英国央行在搞情景分析模式,要是美联储也搞的话,那说明在技术分析指标这块,要由目前的区间分析为主、切换到均线为主的分析,情景分析模式推低推高后的由点开始发散路径、推中后的由点开始发散路径,这两个里面,推中后发散是100%三角形扩张,而以均线分析为主应对、要优于区间分析为主,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559417904416000","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559071996569376,"gmtCreate":1777523965090,"gmtModify":1777525394242,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 天下大势: 拉涨黄金、搞低汇率、大搞科技,这会成为逆全球化开端的竞赛模式,哪个国家不跟进、哪个国家在逆全球化开端就要淘汰出局,天下大势,<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 天下大势: 拉涨黄金、搞低汇率、大搞科技,这会成为逆全球化开端的竞赛模式,哪个国家不跟进、哪个国家在逆全球化开端就要淘汰出局,天下大势,<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> ","text":"$特斯拉(TSLA)$ 天下大势: 拉涨黄金、搞低汇率、大搞科技,这会成为逆全球化开端的竞赛模式,哪个国家不跟进、哪个国家在逆全球化开端就要淘汰出局,天下大势,$纳斯达克(.IXIC)$ $标普500(.SPX)$ $英伟达(NVDA)$ $英特尔(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559071996569376","isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557299063330920,"gmtCreate":1777091121785,"gmtModify":1777091124423,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"新王上任,这诚意不咋滴,","listText":"新王上任,这诚意不咋滴,","text":"新王上任,这诚意不咋滴,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557299063330920","repostId":"2630887350","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557078764352672,"gmtCreate":1777037342561,"gmtModify":1777037345249,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 贝森特操盘术真的很差劲,不是一般的差,拉涨黄金BTC姨太作为水源,大方水,然后通过美元贬值和AI大科技来进行货币乘数的扩张,(大基建和大房地产没戏、),你贝森特要是换种玩法,通过社保医保来进行货币乘数扩张,那还是个人物,还是那句话,黄金拉到了5598美元、其水足够这波反单里面的微软、英特尔、甲骨文成为最亮的崽,而龙头英伟达在特朗普怂了后、并没有跌到位,这波反单可惜了龙头英伟达了,","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 贝森特操盘术真的很差劲,不是一般的差,拉涨黄金BTC姨太作为水源,大方水,然后通过美元贬值和AI大科技来进行货币乘数的扩张,(大基建和大房地产没戏、),你贝森特要是换种玩法,通过社保医保来进行货币乘数扩张,那还是个人物,还是那句话,黄金拉到了5598美元、其水足够这波反单里面的微软、英特尔、甲骨文成为最亮的崽,而龙头英伟达在特朗普怂了后、并没有跌到位,这波反单可惜了龙头英伟达了,","text":"$英特尔(INTC)$ 贝森特操盘术真的很差劲,不是一般的差,拉涨黄金BTC姨太作为水源,大方水,然后通过美元贬值和AI大科技来进行货币乘数的扩张,(大基建和大房地产没戏、),你贝森特要是换种玩法,通过社保医保来进行货币乘数扩张,那还是个人物,还是那句话,黄金拉到了5598美元、其水足够这波反单里面的微软、英特尔、甲骨文成为最亮的崽,而龙头英伟达在特朗普怂了后、并没有跌到位,这波反单可惜了龙头英伟达了,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557078764352672","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557077132535568,"gmtCreate":1777036928929,"gmtModify":1777036930982,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 黄金拉到1万刀/盏司;英特尔市值到2万亿刀应该没人反对吧,也就是还有6倍,股价快500,","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 黄金拉到1万刀/盏司;英特尔市值到2万亿刀应该没人反对吧,也就是还有6倍,股价快500,","text":"$英特尔(INTC)$ 黄金拉到1万刀/盏司;英特尔市值到2万亿刀应该没人反对吧,也就是还有6倍,股价快500,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/557077132535568","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557076652401792,"gmtCreate":1777036743860,"gmtModify":1777036745857,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 啊,兄弟们,下波黄金拉到8000美元/盏司之时,就是小尔子到200之日,","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 啊,兄弟们,下波黄金拉到8000美元/盏司之时,就是小尔子到200之日,","text":"$英特尔(INTC)$ 啊,兄弟们,下波黄金拉到8000美元/盏司之时,就是小尔子到200之日,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557076652401792","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557037164823776,"gmtCreate":1777004493879,"gmtModify":1777004496591,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503176530513854","authorIdStr":"3503176530513854"},"themes":[],"title":"","htmlText":"有波动率均值回归,同样也有间距均值回归,","listText":"有波动率均值回归,同样也有间距均值回归,","text":"有波动率均值回归,同样也有间距均值回归,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557037164823776","repostId":"2629864080","repostType":4,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":227021600936000,"gmtCreate":1696433264212,"gmtModify":1696433907902,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>不知道这波是否对美联储的意识判断失误,在水位处于供需平衡的零界点,美联储要么抑制市场的隐含波动率、要么释放IV,释放IV有两个点:1是有大事发生,如前面的国债流动性危机银行事件等,2对冲中等事件,如这波的关门、霸工,我判断美联储抑制IV的概率要大于释放IV,其二是去年都在释放IV,今年情况这么好,没理由再释放,但这波会议后,数据+官员的讲话,冲击了我的认为,今晚数据差于预期、如果官员讲话反过来偏鸽,那么冲击率加大、如果还是偏鹰的路径那么没有冲击波,后者也决定了VIX的走势,VIX下跌和下跌的速率决定了其与股市的相关性的大小;以上,应该可以决定市场箱体运动的幅度大小,其也跟IV正相关,","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>不知道这波是否对美联储的意识判断失误,在水位处于供需平衡的零界点,美联储要么抑制市场的隐含波动率、要么释放IV,释放IV有两个点:1是有大事发生,如前面的国债流动性危机银行事件等,2对冲中等事件,如这波的关门、霸工,我判断美联储抑制IV的概率要大于释放IV,其二是去年都在释放IV,今年情况这么好,没理由再释放,但这波会议后,数据+官员的讲话,冲击了我的认为,今晚数据差于预期、如果官员讲话反过来偏鸽,那么冲击率加大、如果还是偏鹰的路径那么没有冲击波,后者也决定了VIX的走势,VIX下跌和下跌的速率决定了其与股市的相关性的大小;以上,应该可以决定市场箱体运动的幅度大小,其也跟IV正相关,","text":"$特斯拉(TSLA)$ 不知道这波是否对美联储的意识判断失误,在水位处于供需平衡的零界点,美联储要么抑制市场的隐含波动率、要么释放IV,释放IV有两个点:1是有大事发生,如前面的国债流动性危机银行事件等,2对冲中等事件,如这波的关门、霸工,我判断美联储抑制IV的概率要大于释放IV,其二是去年都在释放IV,今年情况这么好,没理由再释放,但这波会议后,数据+官员的讲话,冲击了我的认为,今晚数据差于预期、如果官员讲话反过来偏鸽,那么冲击率加大、如果还是偏鹰的路径那么没有冲击波,后者也决定了VIX的走势,VIX下跌和下跌的速率决定了其与股市的相关性的大小;以上,应该可以决定市场箱体运动的幅度大小,其也跟IV正相关,","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":66,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/227021600936000","isVote":1,"tweetType":1,"viewCount":13989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283206034890968,"gmtCreate":1710170483770,"gmtModify":1710173759693,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 基于目前的英伟达的状况,来谈谈下一浪,下一浪的下一浪上次说没了,那么就说下一浪,看今天盘前和盘后的蛛丝马迹,是有人在做空美弟的,原因我前面的帖子里说过了,佬鲍和耶伦会以生产率的提高来推动下步的经济扩张,以房地产等pass;目前市场这种四两拨千金的位置、不做空美弟打断其意图不行滴;蛛丝马迹:盘前对比以前那次疫情前几天的特斯拉,在第二次冲击1000的道路上到了925左右被疫情over了,这次盘前921,开盘梦啦VIX,没想到人家压桌VIX震荡上行;看目前盘面,基于财报的这一浪是到不了1080了,以目前的态势,顶多102几,要是再跌,破坏这浪,两个:不过1000或者重新来一小浪浪到1080,如果跌到700多,那么就是大浪,基于生产率的提高,因为大市值会上看3万亿也就是1300这样,大浪700多-1300,跌得多浪会越大,跌得少目前这样顶多这浪延续102几,跌的多点走小浪到不了1000再走浪1300,就这三种路径了,除非佬鲍和耶伦不想要生产率而选择以房地产等来扩张经济,概率几乎为零,","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 基于目前的英伟达的状况,来谈谈下一浪,下一浪的下一浪上次说没了,那么就说下一浪,看今天盘前和盘后的蛛丝马迹,是有人在做空美弟的,原因我前面的帖子里说过了,佬鲍和耶伦会以生产率的提高来推动下步的经济扩张,以房地产等pass;目前市场这种四两拨千金的位置、不做空美弟打断其意图不行滴;蛛丝马迹:盘前对比以前那次疫情前几天的特斯拉,在第二次冲击1000的道路上到了925左右被疫情over了,这次盘前921,开盘梦啦VIX,没想到人家压桌VIX震荡上行;看目前盘面,基于财报的这一浪是到不了1080了,以目前的态势,顶多102几,要是再跌,破坏这浪,两个:不过1000或者重新来一小浪浪到1080,如果跌到700多,那么就是大浪,基于生产率的提高,因为大市值会上看3万亿也就是1300这样,大浪700多-1300,跌得多浪会越大,跌得少目前这样顶多这浪延续102几,跌的多点走小浪到不了1000再走浪1300,就这三种路径了,除非佬鲍和耶伦不想要生产率而选择以房地产等来扩张经济,概率几乎为零,","text":"$英伟达(NVDA)$ 基于目前的英伟达的状况,来谈谈下一浪,下一浪的下一浪上次说没了,那么就说下一浪,看今天盘前和盘后的蛛丝马迹,是有人在做空美弟的,原因我前面的帖子里说过了,佬鲍和耶伦会以生产率的提高来推动下步的经济扩张,以房地产等pass;目前市场这种四两拨千金的位置、不做空美弟打断其意图不行滴;蛛丝马迹:盘前对比以前那次疫情前几天的特斯拉,在第二次冲击1000的道路上到了925左右被疫情over了,这次盘前921,开盘梦啦VIX,没想到人家压桌VIX震荡上行;看目前盘面,基于财报的这一浪是到不了1080了,以目前的态势,顶多102几,要是再跌,破坏这浪,两个:不过1000或者重新来一小浪浪到1080,如果跌到700多,那么就是大浪,基于生产率的提高,因为大市值会上看3万亿也就是1300这样,大浪700多-1300,跌得多浪会越大,跌得少目前这样顶多这浪延续102几,跌的多点走小浪到不了1000再走浪1300,就这三种路径了,除非佬鲍和耶伦不想要生产率而选择以房地产等来扩张经济,概率几乎为零,","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":31,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/283206034890968","isVote":1,"tweetType":1,"viewCount":20499,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000298","authorId":"9000000000000298","name":"海明威78","avatar":"https://static.tigerbbs.com/49ce3ebb7bc89a87c064908623092f59","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000298","idStr":"9000000000000298"},"content":"英伟达要是立不起来,估计美股指数也立不起来","text":"英伟达要是立不起来,估计美股指数也立不起来","html":"英伟达要是立不起来,估计美股指数也立不起来"},{"author":{"id":"9000000000000300","authorId":"9000000000000300","name":"股友之家00","avatar":"https://static.tigerbbs.com/3cf1da32355d7fcd455bcb763ef83cd5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000300","idStr":"9000000000000300"},"content":"数波浪这方面你是专业的","text":"数波浪这方面你是专业的","html":"数波浪这方面你是专业的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296265465610488,"gmtCreate":1713368123907,"gmtModify":1713368146050,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 接以前的帖子吧,清晰的谈谈Q2财报季: 1)确认二次通胀开始上行而美指10Y美元压制不住时,那么就是开始传导到股市和信用债了,股市开启下行趋势、信用债利差扩张趋势,这里,股市里强中弱股票标的,受财报里盈利亏损的影响,亏损的下行速度肯定大、而盈利的会脉冲上涨一下再慢速下行,弱势的肯定会区间性的扩大,即使盈利也脉冲下然后下跌相对快点,月底的PCE是个确定因子, 2)如果不能确认通胀二次开始,只是CPI的基本确认、而P CE是还下行颠簸路径的,同时美指和10Y还在拉,那么可以断定股市和信用债就是目前的震荡区间,财报季的盈利亏损会造成脉冲式的影响、没有速率,有些会刺破底部有些会刺破区间顶部但并不会成为趋势、后续就看货币市场基金的流出量和、通胀VS经济的走势 然后再说说速率的简单分析方法的误差性与随机性的对比,","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 接以前的帖子吧,清晰的谈谈Q2财报季: 1)确认二次通胀开始上行而美指10Y美元压制不住时,那么就是开始传导到股市和信用债了,股市开启下行趋势、信用债利差扩张趋势,这里,股市里强中弱股票标的,受财报里盈利亏损的影响,亏损的下行速度肯定大、而盈利的会脉冲上涨一下再慢速下行,弱势的肯定会区间性的扩大,即使盈利也脉冲下然后下跌相对快点,月底的PCE是个确定因子, 2)如果不能确认通胀二次开始,只是CPI的基本确认、而P CE是还下行颠簸路径的,同时美指和10Y还在拉,那么可以断定股市和信用债就是目前的震荡区间,财报季的盈利亏损会造成脉冲式的影响、没有速率,有些会刺破底部有些会刺破区间顶部但并不会成为趋势、后续就看货币市场基金的流出量和、通胀VS经济的走势 然后再说说速率的简单分析方法的误差性与随机性的对比,","text":"$英伟达(NVDA)$ 接以前的帖子吧,清晰的谈谈Q2财报季: 1)确认二次通胀开始上行而美指10Y美元压制不住时,那么就是开始传导到股市和信用债了,股市开启下行趋势、信用债利差扩张趋势,这里,股市里强中弱股票标的,受财报里盈利亏损的影响,亏损的下行速度肯定大、而盈利的会脉冲上涨一下再慢速下行,弱势的肯定会区间性的扩大,即使盈利也脉冲下然后下跌相对快点,月底的PCE是个确定因子, 2)如果不能确认通胀二次开始,只是CPI的基本确认、而P CE是还下行颠簸路径的,同时美指和10Y还在拉,那么可以断定股市和信用债就是目前的震荡区间,财报季的盈利亏损会造成脉冲式的影响、没有速率,有些会刺破底部有些会刺破区间顶部但并不会成为趋势、后续就看货币市场基金的流出量和、通胀VS经济的走势 然后再说说速率的简单分析方法的误差性与随机性的对比,","images":[{"img":"https://static.tigerbbs.com/a7bd778bf478de10764ec3f2e9cc5a4e","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":21,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/296265465610488","isVote":1,"tweetType":1,"viewCount":16131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000318","authorId":"9000000000000318","name":"超跌反弹NS","avatar":"https://static.tigerbbs.com/78783ce3e429ee2122ef7f1aa2114299","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000318","idStr":"9000000000000318"},"content":"你的分析对于Q2财报季的走势非常清晰,让人信服。感谢你的内容,👍","text":"你的分析对于Q2财报季的走势非常清晰,让人信服。感谢你的内容,👍","html":"你的分析对于Q2财报季的走势非常清晰,让人信服。感谢你的内容,👍"},{"author":{"id":"10000000000010328","authorId":"10000000000010328","name":"准备好了大忽悠","avatar":"https://static.tigerbbs.com/c05637de10fca666e37d2c570e52012a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010328","idStr":"10000000000010328"},"content":"此外,对于速率的简单分析方法,需要注意其误差性和随机性。","text":"此外,对于速率的简单分析方法,需要注意其误差性和随机性。","html":"此外,对于速率的简单分析方法,需要注意其误差性和随机性。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":665736854,"gmtCreate":1667481176278,"gmtModify":1667481178157,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我自己个人对期权玩家的划分:初级,中级,高级; 初级:策略+波动率,芝商所去年还看到有近30种策略,今年看都削掉了一半, 中级:在初级的基础上,加上希腊值,和一些中性策略,希腊值是知道希腊值在整个期权链里面的动态波动走势,如财报前后做市商拉高IV,财报后的IV下降,这里面的各个希腊值是怎么动态变动的;平时没什么情况希腊值是怎么变动的;上行时希腊值在期权链里面是怎么变动的,下行或震荡希腊值又是怎么动态变动的; 高级,在中级的基础上,希腊值的二阶导数的玩法,如Vega对冲,","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我自己个人对期权玩家的划分:初级,中级,高级; 初级:策略+波动率,芝商所去年还看到有近30种策略,今年看都削掉了一半, 中级:在初级的基础上,加上希腊值,和一些中性策略,希腊值是知道希腊值在整个期权链里面的动态波动走势,如财报前后做市商拉高IV,财报后的IV下降,这里面的各个希腊值是怎么动态变动的;平时没什么情况希腊值是怎么变动的;上行时希腊值在期权链里面是怎么变动的,下行或震荡希腊值又是怎么动态变动的; 高级,在中级的基础上,希腊值的二阶导数的玩法,如Vega对冲,","text":"$特斯拉(TSLA)$我自己个人对期权玩家的划分:初级,中级,高级; 初级:策略+波动率,芝商所去年还看到有近30种策略,今年看都削掉了一半, 中级:在初级的基础上,加上希腊值,和一些中性策略,希腊值是知道希腊值在整个期权链里面的动态波动走势,如财报前后做市商拉高IV,财报后的IV下降,这里面的各个希腊值是怎么动态变动的;平时没什么情况希腊值是怎么变动的;上行时希腊值在期权链里面是怎么变动的,下行或震荡希腊值又是怎么动态变动的; 高级,在中级的基础上,希腊值的二阶导数的玩法,如Vega对冲,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":32,"commentSize":12,"repostSize":4,"link":"https://laohu8.com/post/665736854","isVote":1,"tweetType":1,"viewCount":7450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295992155099384,"gmtCreate":1713293827416,"gmtModify":1713320003661,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 目前,观察美联储路径的方法:就一个对比性的指标,道指标普纳指。道指已经接近去年12月28号的节点,标普纳指还没有,那么通过盘面分析技术,标普纳指还得跟跌。个股里面,AI板块是回调最大的,虽然前面几个月涨能最强,尤其英伟达。两个路径:地缘引发VIX施加三大盘,或者财报的大的不佳引发标普纳指跟跌。道指相对于最高点跌了6%,标普纳指是4.5,缺口补齐是肯定的。是否6再下刺就看月底的PCE。英伟达抛开财报不讲,宏观大势和技术面很难破820。如何PCE验证通胀只是下行的颠簸?抛开地缘,820就是浪底,也是最佳单边call的入场口。当然,IV VS上一浪的时间*3是检验其call性价比的一个重要指标。IV低并时间短、call倍数高,下注肯定要大;IV高时间长倍数低,性价比最差。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 目前,观察美联储路径的方法:就一个对比性的指标,道指标普纳指。道指已经接近去年12月28号的节点,标普纳指还没有,那么通过盘面分析技术,标普纳指还得跟跌。个股里面,AI板块是回调最大的,虽然前面几个月涨能最强,尤其英伟达。两个路径:地缘引发VIX施加三大盘,或者财报的大的不佳引发标普纳指跟跌。道指相对于最高点跌了6%,标普纳指是4.5,缺口补齐是肯定的。是否6再下刺就看月底的PCE。英伟达抛开财报不讲,宏观大势和技术面很难破820。如何PCE验证通胀只是下行的颠簸?抛开地缘,820就是浪底,也是最佳单边call的入场口。当然,IV VS上一浪的时间*3是检验其call性价比的一个重要指标。IV低并时间短、call倍数高,下注肯定要大;IV高时间长倍数低,性价比最差。","text":"$英伟达(NVDA)$ 目前,观察美联储路径的方法:就一个对比性的指标,道指标普纳指。道指已经接近去年12月28号的节点,标普纳指还没有,那么通过盘面分析技术,标普纳指还得跟跌。个股里面,AI板块是回调最大的,虽然前面几个月涨能最强,尤其英伟达。两个路径:地缘引发VIX施加三大盘,或者财报的大的不佳引发标普纳指跟跌。道指相对于最高点跌了6%,标普纳指是4.5,缺口补齐是肯定的。是否6再下刺就看月底的PCE。英伟达抛开财报不讲,宏观大势和技术面很难破820。如何PCE验证通胀只是下行的颠簸?抛开地缘,820就是浪底,也是最佳单边call的入场口。当然,IV VS上一浪的时间*3是检验其call性价比的一个重要指标。IV低并时间短、call倍数高,下注肯定要大;IV高时间长倍数低,性价比最差。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":18,"commentSize":9,"repostSize":3,"link":"https://laohu8.com/post/295992155099384","isVote":1,"tweetType":1,"viewCount":25411,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3437340877473194","idStr":"3437340877473194"},"content":"可不可以认为工业空心化导致了道指跌得厉害,而纳指和标普里都包含了对AI的全球占比高的预期因素。","text":"可不可以认为工业空心化导致了道指跌得厉害,而纳指和标普里都包含了对AI的全球占比高的预期因素。","html":"可不可以认为工业空心化导致了道指跌得厉害,而纳指和标普里都包含了对AI的全球占比高的预期因素。"},{"author":{"id":"9000000000000255","authorId":"9000000000000255","name":"森林之王伍德","avatar":"https://static.tigerbbs.com/5b281a4dbc6b48ecea5562613495fa83","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000255","idStr":"9000000000000255"},"content":"👏👏👏感谢你的精彩分析和投资建议!","text":"👏👏👏感谢你的精彩分析和投资建议!","html":"👏👏👏感谢你的精彩分析和投资建议!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297068569248032,"gmtCreate":1713555242326,"gmtModify":1713701019297,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达这760750差不多就是底部了,要是PCE证强,整个整个股市再跌,波动太大、很容易冲击美联储的路径,pass,从这个结果出发,PCE证伪比证强的概率大很多,如何真的错误、那么意外着后面就是鱼更大、证强会把所有的指标像弹簧一样压到极致、出现最极致的单边call点,而且还是大范围多板块的单边call点,出现这种情况、市场上的资金也填不了这个call点、即使美联储马上100%停止缩表,这个点会把货币市场和避险资金都吸干,财政赤字扩大或美联储再QE才能压住这个点,这种情况pass,","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达这760750差不多就是底部了,要是PCE证强,整个整个股市再跌,波动太大、很容易冲击美联储的路径,pass,从这个结果出发,PCE证伪比证强的概率大很多,如何真的错误、那么意外着后面就是鱼更大、证强会把所有的指标像弹簧一样压到极致、出现最极致的单边call点,而且还是大范围多板块的单边call点,出现这种情况、市场上的资金也填不了这个call点、即使美联储马上100%停止缩表,这个点会把货币市场和避险资金都吸干,财政赤字扩大或美联储再QE才能压住这个点,这种情况pass,","text":"$英伟达(NVDA)$ 英伟达这760750差不多就是底部了,要是PCE证强,整个整个股市再跌,波动太大、很容易冲击美联储的路径,pass,从这个结果出发,PCE证伪比证强的概率大很多,如何真的错误、那么意外着后面就是鱼更大、证强会把所有的指标像弹簧一样压到极致、出现最极致的单边call点,而且还是大范围多板块的单边call点,出现这种情况、市场上的资金也填不了这个call点、即使美联储马上100%停止缩表,这个点会把货币市场和避险资金都吸干,财政赤字扩大或美联储再QE才能压住这个点,这种情况pass,","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":14,"repostSize":3,"link":"https://laohu8.com/post/297068569248032","isVote":1,"tweetType":1,"viewCount":38713,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4117540333361860","authorId":"4117540333361860","name":"Frank fire","avatar":"https://static.tigerbbs.com/ed681945dd8bc74cc881f0516277a79c","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4117540333361860","idStr":"4117540333361860"},"content":"请教博主,市场上的资金为何会填补不了这个上涨点?仅PCE证伪会有那么大威力?","text":"请教博主,市场上的资金为何会填补不了这个上涨点?仅PCE证伪会有那么大威力?","html":"请教博主,市场上的资金为何会填补不了这个上涨点?仅PCE证伪会有那么大威力?"},{"author":{"id":"10000000000010286","authorId":"10000000000010286","name":"老地方等你","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010286","idStr":"10000000000010286"},"content":"英伟达的股价现在大约在760.75,已经接近底部了。","text":"英伟达的股价现在大约在760.75,已经接近底部了。","html":"英伟达的股价现在大约在760.75,已经接近底部了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430946821087544,"gmtCreate":1746182446987,"gmtModify":1746182448714,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"高盛反着买、别墅靠大海,","listText":"高盛反着买、别墅靠大海,","text":"高盛反着买、别墅靠大海,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/430946821087544","repostId":"2532731892","repostType":4,"isVote":1,"tweetType":1,"viewCount":2718,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3443259955812259","authorId":"3443259955812259","name":"森焱鑫洋","avatar":"https://static.tigerbbs.com/357b7a5fb495989a98ac3bdd933533b7","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3443259955812259","idStr":"3443259955812259"},"content":"终于看到了8年前的标题!","text":"终于看到了8年前的标题!","html":"终于看到了8年前的标题!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355107914191120,"gmtCreate":1727705825216,"gmtModify":1727705992948,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 一眼看穿大A: 1)不考虑风险、喜欢裸奔的,直接就可以买买买,当年日本的政策把日经指数涨了100%,现在全球都在开启降息周期宽松周期, 2)看宏观政策,参考当年日本的政策,14年的棚改化政策,现在的靶点是企业企业家, 3)综合交易来讲,今天大A典型的融涨,刺激政策+超预期政策+融涨,从2700左右到现在的3300,基本吃完,节后,基本锚定美元指数,与妹纸成负相关性、可能高达0.8以上,如妹纸破100,还得涨,基本不带回调的,破4000问题不大,如美指还在100-101整,小回调,后续就看企业和企业家的了、但市场会预期他们回购,毕竟国家队要买给他们滴,破4000概率比上面小点;如美指上涨趋势(但涨不太高,103差不多了、毕竟欧美阵营里,日本GDP2.9、西班牙3.0、新西兰负数,大点的国家还好、小国的GDP不忍直视,),大A大回调,这也符合4天涨2700-3300斜率都快90度了,然后,随着美指向100下跌靠拢,大A回调后上涨,破4000的概率比上面要小, 4)玩风险回报比,最好的情况对比当年的日经、100%,现在上涨了37%左右,风险-1对比回报0.63,缺口高达0.37,即使美指破100、用外汇来对冲这个缺口,在100以下做空美元好于在100以上做空、这个又优于做多人民币来对冲缺口,风险回报比也才1:1,没有一点吸引力,当然,你也可以去对冲风险端,变1:2什么的,国内有这个工具吗?一眼望去都是高风险低收益的工具, 5)纵观大A与宏观走势,大部分时间里,大A都不在宏观路径以内,其大部分数据都是脱离的,而现在、前面的出政策、超预期、融涨,2700-3300,都是在宏观路径里面,对比期权里的IV倾斜,叠加企业家门没这么快动作,打市场走势偏离宏观路径才是最佳的交易,","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 一眼看穿大A: 1)不考虑风险、喜欢裸奔的,直接就可以买买买,当年日本的政策把日经指数涨了100%,现在全球都在开启降息周期宽松周期, 2)看宏观政策,参考当年日本的政策,14年的棚改化政策,现在的靶点是企业企业家, 3)综合交易来讲,今天大A典型的融涨,刺激政策+超预期政策+融涨,从2700左右到现在的3300,基本吃完,节后,基本锚定美元指数,与妹纸成负相关性、可能高达0.8以上,如妹纸破100,还得涨,基本不带回调的,破4000问题不大,如美指还在100-101整,小回调,后续就看企业和企业家的了、但市场会预期他们回购,毕竟国家队要买给他们滴,破4000概率比上面小点;如美指上涨趋势(但涨不太高,103差不多了、毕竟欧美阵营里,日本GDP2.9、西班牙3.0、新西兰负数,大点的国家还好、小国的GDP不忍直视,),大A大回调,这也符合4天涨2700-3300斜率都快90度了,然后,随着美指向100下跌靠拢,大A回调后上涨,破4000的概率比上面要小, 4)玩风险回报比,最好的情况对比当年的日经、100%,现在上涨了37%左右,风险-1对比回报0.63,缺口高达0.37,即使美指破100、用外汇来对冲这个缺口,在100以下做空美元好于在100以上做空、这个又优于做多人民币来对冲缺口,风险回报比也才1:1,没有一点吸引力,当然,你也可以去对冲风险端,变1:2什么的,国内有这个工具吗?一眼望去都是高风险低收益的工具, 5)纵观大A与宏观走势,大部分时间里,大A都不在宏观路径以内,其大部分数据都是脱离的,而现在、前面的出政策、超预期、融涨,2700-3300,都是在宏观路径里面,对比期权里的IV倾斜,叠加企业家门没这么快动作,打市场走势偏离宏观路径才是最佳的交易,","text":"$英伟达(NVDA)$ 一眼看穿大A: 1)不考虑风险、喜欢裸奔的,直接就可以买买买,当年日本的政策把日经指数涨了100%,现在全球都在开启降息周期宽松周期, 2)看宏观政策,参考当年日本的政策,14年的棚改化政策,现在的靶点是企业企业家, 3)综合交易来讲,今天大A典型的融涨,刺激政策+超预期政策+融涨,从2700左右到现在的3300,基本吃完,节后,基本锚定美元指数,与妹纸成负相关性、可能高达0.8以上,如妹纸破100,还得涨,基本不带回调的,破4000问题不大,如美指还在100-101整,小回调,后续就看企业和企业家的了、但市场会预期他们回购,毕竟国家队要买给他们滴,破4000概率比上面小点;如美指上涨趋势(但涨不太高,103差不多了、毕竟欧美阵营里,日本GDP2.9、西班牙3.0、新西兰负数,大点的国家还好、小国的GDP不忍直视,),大A大回调,这也符合4天涨2700-3300斜率都快90度了,然后,随着美指向100下跌靠拢,大A回调后上涨,破4000的概率比上面要小, 4)玩风险回报比,最好的情况对比当年的日经、100%,现在上涨了37%左右,风险-1对比回报0.63,缺口高达0.37,即使美指破100、用外汇来对冲这个缺口,在100以下做空美元好于在100以上做空、这个又优于做多人民币来对冲缺口,风险回报比也才1:1,没有一点吸引力,当然,你也可以去对冲风险端,变1:2什么的,国内有这个工具吗?一眼望去都是高风险低收益的工具, 5)纵观大A与宏观走势,大部分时间里,大A都不在宏观路径以内,其大部分数据都是脱离的,而现在、前面的出政策、超预期、融涨,2700-3300,都是在宏观路径里面,对比期权里的IV倾斜,叠加企业家门没这么快动作,打市场走势偏离宏观路径才是最佳的交易,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/355107914191120","isVote":1,"tweetType":1,"viewCount":16025,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4165787134050210","authorId":"4165787134050210","name":"业余的全职专业投资人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4165787134050210","idStr":"4165787134050210"},"content":"就是想套外资韭菜的,外资都是SB没有用的,年初与去年放开新冠之后都是这样说的,结果呢?全部被打脸!","text":"就是想套外资韭菜的,外资都是SB没有用的,年初与去年放开新冠之后都是这样说的,结果呢?全部被打脸!","html":"就是想套外资韭菜的,外资都是SB没有用的,年初与去年放开新冠之后都是这样说的,结果呢?全部被打脸!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289696765968592,"gmtCreate":1711733382902,"gmtModify":1711735018284,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 都在大唱美股要回调,我是嗤之以鼻的,很多指标都吵买,尤其是水位的问题,看近半个月的很多翘翘版模式,流动性的缺紧张,但是把宏观放大了看、叠加佬鲍议息讲话、叠加宏观目前发生的事情,可以得出结论:是调整或者说风格在切换,而不是进入回调,切换是由流动性切换到资金使用效率,就像我半月前发帖说耶伦和佬鲍面临的一个很简单的选择题里的答案,目前观察近段VIX的走势,波动不大、说明切换很丝滑,很多AI浪潮的表的都保持着强劲的上涨动能,看英伟达,虽然调整幅度大,没去观察板块、不知板块在调整还是在轮动,我想官员讲话会照顾好这种切换,目前看官员的讲话并没有去放大波动,,SO,等切换完,资金使用效率高的板块和资金使用效率低的板块走势会完全分化,激进的押注资金使用效率高的,中性点的做多效率高做空效率低的,","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 都在大唱美股要回调,我是嗤之以鼻的,很多指标都吵买,尤其是水位的问题,看近半个月的很多翘翘版模式,流动性的缺紧张,但是把宏观放大了看、叠加佬鲍议息讲话、叠加宏观目前发生的事情,可以得出结论:是调整或者说风格在切换,而不是进入回调,切换是由流动性切换到资金使用效率,就像我半月前发帖说耶伦和佬鲍面临的一个很简单的选择题里的答案,目前观察近段VIX的走势,波动不大、说明切换很丝滑,很多AI浪潮的表的都保持着强劲的上涨动能,看英伟达,虽然调整幅度大,没去观察板块、不知板块在调整还是在轮动,我想官员讲话会照顾好这种切换,目前看官员的讲话并没有去放大波动,,SO,等切换完,资金使用效率高的板块和资金使用效率低的板块走势会完全分化,激进的押注资金使用效率高的,中性点的做多效率高做空效率低的,","text":"$英伟达(NVDA)$ 都在大唱美股要回调,我是嗤之以鼻的,很多指标都吵买,尤其是水位的问题,看近半个月的很多翘翘版模式,流动性的缺紧张,但是把宏观放大了看、叠加佬鲍议息讲话、叠加宏观目前发生的事情,可以得出结论:是调整或者说风格在切换,而不是进入回调,切换是由流动性切换到资金使用效率,就像我半月前发帖说耶伦和佬鲍面临的一个很简单的选择题里的答案,目前观察近段VIX的走势,波动不大、说明切换很丝滑,很多AI浪潮的表的都保持着强劲的上涨动能,看英伟达,虽然调整幅度大,没去观察板块、不知板块在调整还是在轮动,我想官员讲话会照顾好这种切换,目前看官员的讲话并没有去放大波动,,SO,等切换完,资金使用效率高的板块和资金使用效率低的板块走势会完全分化,激进的押注资金使用效率高的,中性点的做多效率高做空效率低的,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":32,"commentSize":8,"repostSize":2,"link":"https://laohu8.com/post/289696765968592","isVote":1,"tweetType":1,"viewCount":37302,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000541","authorId":"9000000000000541","name":"新年新开始","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000541","idStr":"9000000000000541"},"content":"从长期来看,关注那些具有较强创新能力和利润率的行业和个股可能是更明智的选择。","text":"从长期来看,关注那些具有较强创新能力和利润率的行业和个股可能是更明智的选择。","html":"从长期来看,关注那些具有较强创新能力和利润率的行业和个股可能是更明智的选择。"},{"author":{"id":"9000000000000211","authorId":"9000000000000211","name":"咪咕蜡","avatar":"https://static.tigerbbs.com/075bc3e15bde527a282c42a96ff35a51","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000211","idStr":"9000000000000211"},"content":"我会继续关注和分析市场走势,寻找一些相对优质的投资机会。","text":"我会继续关注和分析市场走势,寻找一些相对优质的投资机会。","html":"我会继续关注和分析市场走势,寻找一些相对优质的投资机会。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373021227528576,"gmtCreate":1732115208025,"gmtModify":1732117756558,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"黑眼圈太重了鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503176530513854","idStr":"3503176530513854"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 昨天发帖说波动小,但小概率的是波动大,如果波动真的大,那么会出现巨鲸陨落,参考特斯拉,同时,科技浪潮都在明珠挡总统任上,就看破不破位了,如果走小概率叠加破位路径,那可以断定是巨鲸陨落, 这波财报季,大科技股的财报和基本面的作用基本为零,市场预期作用也为零,倒是指引和前景占比大点,而占比最大的是:超脱系统外,这个在财报占比大,看前面的几大科技股财报走势,","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 昨天发帖说波动小,但小概率的是波动大,如果波动真的大,那么会出现巨鲸陨落,参考特斯拉,同时,科技浪潮都在明珠挡总统任上,就看破不破位了,如果走小概率叠加破位路径,那可以断定是巨鲸陨落, 这波财报季,大科技股的财报和基本面的作用基本为零,市场预期作用也为零,倒是指引和前景占比大点,而占比最大的是:超脱系统外,这个在财报占比大,看前面的几大科技股财报走势,","text":"$英伟达(NVDA)$ 昨天发帖说波动小,但小概率的是波动大,如果波动真的大,那么会出现巨鲸陨落,参考特斯拉,同时,科技浪潮都在明珠挡总统任上,就看破不破位了,如果走小概率叠加破位路径,那可以断定是巨鲸陨落, 这波财报季,大科技股的财报和基本面的作用基本为零,市场预期作用也为零,倒是指引和前景占比大点,而占比最大的是:超脱系统外,这个在财报占比大,看前面的几大科技股财报走势,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/373021227528576","isVote":1,"tweetType":1,"viewCount":17111,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"content":"笑死,巨鲸陨落???哈哈哈,怎么你华为研发了替代品??你造出了英伟达芯片????","text":"笑死,巨鲸陨落???哈哈哈,怎么你华为研发了替代品??你造出了英伟达芯片????","html":"笑死,巨鲸陨落???哈哈哈,怎么你华为研发了替代品??你造出了英伟达芯片????"},{"author":{"id":"10000000000010339","authorId":"10000000000010339","name":"究极失眠患者","avatar":"https://static.tigerbbs.com/a1ad1b1423595443786a811bd5d0be2b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010339","idStr":"10000000000010339"},"content":"[惊讶] 这种分析真的是洞察力惊人,感谢分享","text":"[惊讶] 这种分析真的是洞察力惊人,感谢分享","html":"[惊讶] 这种分析真的是洞察力惊人,感谢分享"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}