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你吹吧我接着
2024-06-20
$CNC.HK 20240627 22.00 CALL$
这波是巴菲特老爷子带的节奏?
你吹吧我接着
2024-05-30
$Faraday Future(FFIE)$
真有价值早在全球各地参加车展了
你吹吧我接着
2024-05-28
这个男人他好帅啊
$比亚迪股份(01211)$
你吹吧我接着
2024-05-27
觉得还能涨的是看到了庄家还有动作?要么就是没经历过乐视历史的小朋友😂
你吹吧我接着
2024-05-25
$特斯拉(TSLA)$
感觉特斯拉靠着马斯克的光环才能继续“讲故事”,没有了马斯克那些汽车业务之外的其他业务的想象空间,汽车业务本身可能要走下坡路。老美那边的股东后知后觉还能理解,毕竟他们也没多少人能关注到中国这边新能源车市场和技术的发展。但是身在国内,历经这几年电动车的狂飙突进,我很难不去怀疑特斯拉的成长性。就像达摩达兰在《故事与估值》里指出的那样,成长空间和投资者共识的方向决定了特斯拉股价的走向。而成长空间如果脱离了马斯克的加持是非常有限的。马斯克虽然会造成股价的波动,但是有他在至少有波动向上的可能,否则单纯靠汽车业务的支撑那这市值可就太脆弱了。当然支持他掌控公司,但我目前在特斯拉投资上的主线还是时不时空一波。
你吹吧我接着
2024-05-18
$FFIE 20240621 1.0 CALL$
最近这些炒作的小票似乎都是前两天引人入场,后两天亮剑收割[笑哭]
你吹吧我接着
2024-05-07
$JDC.HK 20240530 110.00 CALL$
拿不住了
你吹吧我接着
2024-05-03
$JDC.HK 20240530 110.00 CALL$
从估值看,京东确实比美团有空间昂
你吹吧我接着
2024-04-26
$ZJM.HK 20240429 17.00 CALL$
这波是借道儿参与黄金暴跌后的修复,也就三四个交易日
你吹吧我接着
2024-04-23
$DJT 20240426 35.0 CALL$
今日成交最低点就是我哈哈哈
你吹吧我接着
2024-04-21
投资什么标的能更好的追求这波黄金上涨呢
抱歉,原内容已删除
你吹吧我接着
2024-04-19
$VNK.HK 20240429 4.60 PUT$
过300%考虑平吧
你吹吧我接着
2024-04-18
$SOXL 20240419 40.0 PUT$
涨多必有跌?
你吹吧我接着
2024-04-12
为不降息找了一个冠冕堂皇的理由:经济强劲。简直本末倒置,一边保持高息一边又延缓缩表,那么这期间不断膨胀的利息支出何解?10年期国债利率走高的原因为何避而不谈?
抱歉,原内容已删除
你吹吧我接着
2024-04-11
$VNK.HK 20240429 4.60 PUT$
万科被举报后尝试性的做空了一点。不知道流动性这么差会不会卖不出去[捂脸]
你吹吧我接着
2024-04-11
$VRT 20240419 90.0 CALL$
这种交易火爆的真是一个交易日就翻倍
你吹吧我接着
2024-04-09
$TSLA 20240419 170.0 CALL$
你吹吧我接着
2024-04-08
$EH 20240517 20.0 CALL$
4月3号刚建的仓,这才过去一个交易日,来不及补仓就要平仓了
你吹吧我接着
2023-01-20
【华尔街门神系列】向您发来新年贺电!
自娱自乐写了一组“春联”,也算是这两年涉猎的集中体现。虎友有没有往下接的[可爱]
【华尔街门神系列】向您发来新年贺电!
你吹吧我接着
2022-11-28
这篇文章不错,转发给大家看
抱歉,原内容已删除
去老虎APP查看更多动态
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这波是巴菲特老爷子带的节奏?","images":[{"img":"https://static.tigerbbs.com/6e7a6d990410acb729d1a56a78a3b9e4","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318817512157424","isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311344414457976,"gmtCreate":1717031789336,"gmtModify":1717031790531,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 真有价值早在全球各地参加车展了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 真有价值早在全球各地参加车展了","text":"$Faraday Future(FFIE)$ 真有价值早在全球各地参加车展了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311344414457976","isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310763239436352,"gmtCreate":1716897674357,"gmtModify":1716897677831,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"这个男人他好帅啊<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$ </a> ","listText":"这个男人他好帅啊<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$ </a> ","text":"这个男人他好帅啊$比亚迪股份(01211)$","images":[{"img":"https://static.tigerbbs.com/c470892c52ed286aefd78d9ac99317cf","width":"3200","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310763239436352","isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":310458929991816,"gmtCreate":1716823131951,"gmtModify":1716823134300,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"觉得还能涨的是看到了庄家还有动作?要么就是没经历过乐视历史的小朋友😂","listText":"觉得还能涨的是看到了庄家还有动作?要么就是没经历过乐视历史的小朋友😂","text":"觉得还能涨的是看到了庄家还有动作?要么就是没经历过乐视历史的小朋友😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310458929991816","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309556865679528,"gmtCreate":1716603084254,"gmtModify":1716872035085,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 感觉特斯拉靠着马斯克的光环才能继续“讲故事”,没有了马斯克那些汽车业务之外的其他业务的想象空间,汽车业务本身可能要走下坡路。老美那边的股东后知后觉还能理解,毕竟他们也没多少人能关注到中国这边新能源车市场和技术的发展。但是身在国内,历经这几年电动车的狂飙突进,我很难不去怀疑特斯拉的成长性。就像达摩达兰在《故事与估值》里指出的那样,成长空间和投资者共识的方向决定了特斯拉股价的走向。而成长空间如果脱离了马斯克的加持是非常有限的。马斯克虽然会造成股价的波动,但是有他在至少有波动向上的可能,否则单纯靠汽车业务的支撑那这市值可就太脆弱了。当然支持他掌控公司,但我目前在特斯拉投资上的主线还是时不时空一波。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 感觉特斯拉靠着马斯克的光环才能继续“讲故事”,没有了马斯克那些汽车业务之外的其他业务的想象空间,汽车业务本身可能要走下坡路。老美那边的股东后知后觉还能理解,毕竟他们也没多少人能关注到中国这边新能源车市场和技术的发展。但是身在国内,历经这几年电动车的狂飙突进,我很难不去怀疑特斯拉的成长性。就像达摩达兰在《故事与估值》里指出的那样,成长空间和投资者共识的方向决定了特斯拉股价的走向。而成长空间如果脱离了马斯克的加持是非常有限的。马斯克虽然会造成股价的波动,但是有他在至少有波动向上的可能,否则单纯靠汽车业务的支撑那这市值可就太脆弱了。当然支持他掌控公司,但我目前在特斯拉投资上的主线还是时不时空一波。","text":"$特斯拉(TSLA)$ 感觉特斯拉靠着马斯克的光环才能继续“讲故事”,没有了马斯克那些汽车业务之外的其他业务的想象空间,汽车业务本身可能要走下坡路。老美那边的股东后知后觉还能理解,毕竟他们也没多少人能关注到中国这边新能源车市场和技术的发展。但是身在国内,历经这几年电动车的狂飙突进,我很难不去怀疑特斯拉的成长性。就像达摩达兰在《故事与估值》里指出的那样,成长空间和投资者共识的方向决定了特斯拉股价的走向。而成长空间如果脱离了马斯克的加持是非常有限的。马斯克虽然会造成股价的波动,但是有他在至少有波动向上的可能,否则单纯靠汽车业务的支撑那这市值可就太脆弱了。当然支持他掌控公司,但我目前在特斯拉投资上的主线还是时不时空一波。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/309556865679528","isVote":1,"tweetType":1,"viewCount":10277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497648960843341","authorId":"3497648960843341","name":"大鳄鱼索罗","avatar":"https://static.tigerbbs.com/22ac3c304e8ca982468122b765caf245","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3497648960843341","idStr":"3497648960843341"},"content":"为什么想付给这个人 560 亿美元,因为他在过去 6 年里为公司创造了 320 亿美元的收入?为什么要花550亿美元请这个恶心的自恋狂来做特斯拉的兼职ceo?作为曾经的马斯克铁粉,我现在只想说去他妈的。$特斯拉(TSLA)$$特斯拉(TSLA)$","text":"为什么想付给这个人 560 亿美元,因为他在过去 6 年里为公司创造了 320 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","listText":"(接上贴)12月17日<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","text":"(接上贴)12月17日$蔚来(NIO)$在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","images":[{"img":"https://static.tigerbbs.com/728bebf5f57e04869448bed08aa892f3","width":"1080","height":"471"},{"img":"https://static.tigerbbs.com/f777f46005ee8e0f9f5b6d8d7d7b0490","width":"1080","height":"310"},{"img":"https://static.tigerbbs.com/525f67bbe4356859582fecf803678897","width":"1080","height":"338"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":236,"commentSize":122,"repostSize":48,"link":"https://laohu8.com/post/397752628","isVote":1,"tweetType":1,"viewCount":68114,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463524488172865","authorId":"3463524488172865","name":"泡泡大魔王","avatar":"https://static.tigerbbs.com/5c1925af7c96a3be8f523140505956b3","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3463524488172865","idStr":"3463524488172865"},"content":"额 这个sell短期45c+buy长期50c的组合等于就是博弈短期不涨到50而长期会在60+是吧。。但是这个组合的话假如nio下跌就等于400股下跌吧。。所以用sell put+buy put的组合不会更好嘛?","text":"额 这个sell短期45c+buy长期50c的组合等于就是博弈短期不涨到50而长期会在60+是吧。。但是这个组合的话假如nio下跌就等于400股下跌吧。。所以用sell put+buy put的组合不会更好嘛?","html":"额 这个sell短期45c+buy长期50c的组合等于就是博弈短期不涨到50而长期会在60+是吧。。但是这个组合的话假如nio下跌就等于400股下跌吧。。所以用sell put+buy put的组合不会更好嘛?"},{"author":{"id":"3545608950496447","authorId":"3545608950496447","name":"FunGuy","avatar":"https://static.tigerbbs.com/78ff6770e3f58ed2ec36d3a81545bb58","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3545608950496447","idStr":"3545608950496447"},"content":"首先你对行权的理解是错的,只要到了你的执行价哪怕多一分钱也会被行权。其次你的策略叫日历价差。","text":"首先你对行权的理解是错的,只要到了你的执行价哪怕多一分钱也会被行权。其次你的策略叫日历价差。","html":"首先你对行权的理解是错的,只要到了你的执行价哪怕多一分钱也会被行权。其次你的策略叫日历价差。"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":310838587,"gmtCreate":1611302350749,"gmtModify":1712663126704,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"title":"分享一下蔚来的期权策略","htmlText":"(接上贴《分享一下蔚来的期权策略》)最近忙,这个<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>期权组合15号到期的情况一直没更新,这里补上。 由于组合整体看涨(其中除了SC看跌,正股、LC、SP都看涨),所以实现了整体盈利。从开始构建该组合的2020.12.18日到组合中的一个月期权到期的2021.1.15日,蔚来股票从45元涨到了60,如果这期间我只持有200股正股,那么我的收益是200*15=3500美金,而由于在这200股正股基础上构建了一个日历价差期权组合,整体收益多了2000多美金,也就是比只持有正股额外获得一大半收益,要知道这个期权组合占用的资金只有正股的10%多一点,所以可见期权的优势。值得注意的是,在1.11号这天蔚来盘中一度冲上了67,我的组合收益也达到顶峰,如果我能在这时平仓整个组合,收益又会再多出2000多美金。所以期权组合往往不是持有到最后,而是在过程中有机会就提前处置。只是我作为初学者希望观察到最后,而且自己也没有能力判断什么时候是高点,所以也就无话可说。赚自己认知内确定的收益就够了。 最近一个月都是早上六点多起床,晚上十点半开盘前就睡了,导致我无法操作期权,也是无奈。","listText":"(接上贴《分享一下蔚来的期权策略》)最近忙,这个<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>期权组合15号到期的情况一直没更新,这里补上。 由于组合整体看涨(其中除了SC看跌,正股、LC、SP都看涨),所以实现了整体盈利。从开始构建该组合的2020.12.18日到组合中的一个月期权到期的2021.1.15日,蔚来股票从45元涨到了60,如果这期间我只持有200股正股,那么我的收益是200*15=3500美金,而由于在这200股正股基础上构建了一个日历价差期权组合,整体收益多了2000多美金,也就是比只持有正股额外获得一大半收益,要知道这个期权组合占用的资金只有正股的10%多一点,所以可见期权的优势。值得注意的是,在1.11号这天蔚来盘中一度冲上了67,我的组合收益也达到顶峰,如果我能在这时平仓整个组合,收益又会再多出2000多美金。所以期权组合往往不是持有到最后,而是在过程中有机会就提前处置。只是我作为初学者希望观察到最后,而且自己也没有能力判断什么时候是高点,所以也就无话可说。赚自己认知内确定的收益就够了。 最近一个月都是早上六点多起床,晚上十点半开盘前就睡了,导致我无法操作期权,也是无奈。","text":"(接上贴《分享一下蔚来的期权策略》)最近忙,这个$蔚来(NIO)$期权组合15号到期的情况一直没更新,这里补上。 由于组合整体看涨(其中除了SC看跌,正股、LC、SP都看涨),所以实现了整体盈利。从开始构建该组合的2020.12.18日到组合中的一个月期权到期的2021.1.15日,蔚来股票从45元涨到了60,如果这期间我只持有200股正股,那么我的收益是200*15=3500美金,而由于在这200股正股基础上构建了一个日历价差期权组合,整体收益多了2000多美金,也就是比只持有正股额外获得一大半收益,要知道这个期权组合占用的资金只有正股的10%多一点,所以可见期权的优势。值得注意的是,在1.11号这天蔚来盘中一度冲上了67,我的组合收益也达到顶峰,如果我能在这时平仓整个组合,收益又会再多出2000多美金。所以期权组合往往不是持有到最后,而是在过程中有机会就提前处置。只是我作为初学者希望观察到最后,而且自己也没有能力判断什么时候是高点,所以也就无话可说。赚自己认知内确定的收益就够了。 最近一个月都是早上六点多起床,晚上十点半开盘前就睡了,导致我无法操作期权,也是无奈。","images":[{"img":"https://static.tigerbbs.com/5efeae69faa21b5d6215cc47955e26fa","width":"1080","height":"2790"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":22,"commentSize":12,"repostSize":18,"link":"https://laohu8.com/post/310838587","isVote":1,"tweetType":1,"viewCount":48257,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488791511260193","authorId":"3488791511260193","name":"李富贵啊","avatar":"https://static.tigerbbs.com/3be7b082366670a54824b37721a9fb37","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3488791511260193","idStr":"3488791511260193"},"content":"前段时间做比率价差,SC:BC=2:1,正值1.11 股价大涨,而我这个组合偏空,组合空方一侧接近爆仓。后来,我思考了几天,结合之前几个虎友们给的建议,愚以为期权策略更适合大资产账户赚取稳定回报使用,楼主实战摸索为以后操作大资产打下基础确实不错。总的来说,只要某个组合策略能让你跑赢单纯持有正股的收益,都是值得探索和反复使用的。为你加电。[666]","text":"前段时间做比率价差,SC:BC=2:1,正值1.11 股价大涨,而我这个组合偏空,组合空方一侧接近爆仓。后来,我思考了几天,结合之前几个虎友们给的建议,愚以为期权策略更适合大资产账户赚取稳定回报使用,楼主实战摸索为以后操作大资产打下基础确实不错。总的来说,只要某个组合策略能让你跑赢单纯持有正股的收益,都是值得探索和反复使用的。为你加电。[666]","html":"前段时间做比率价差,SC:BC=2:1,正值1.11 股价大涨,而我这个组合偏空,组合空方一侧接近爆仓。后来,我思考了几天,结合之前几个虎友们给的建议,愚以为期权策略更适合大资产账户赚取稳定回报使用,楼主实战摸索为以后操作大资产打下基础确实不错。总的来说,只要某个组合策略能让你跑赢单纯持有正股的收益,都是值得探索和反复使用的。为你加电。[666]"},{"author":{"id":"3541403488067812","authorId":"3541403488067812","name":"冰河之恋","avatar":"https://static.tigerbbs.com/12799f9e84ddbe716d59f31b6cdde9cb","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3541403488067812","idStr":"3541403488067812"},"content":"11号没有被指派行权么","text":"11号没有被指派行权么","html":"11号没有被指派行权么"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":393531219,"gmtCreate":1606318050331,"gmtModify":1712663126571,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"title":"分享一下小鹏的期权策略","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>这不是特别精确的一个期权组合,但是大概思路应该没问题: 首先,当小鹏从75回调到60时,预期暂时不会继续下跌,于是卖出3手55的短期PUT,对应权利金1200左右;然后在小鹏从60又涨回到65时,预期短期存在暴跌的可能性(即使概率不大),为了对冲这种风险,买入3手50的同期PUT,权利金大概300多。这个组合到期可能存在三种情况: 1)小鹏并未跌到55PUT的行权价(51左右),则卖出的55PUT的收益1200权利金,买入的50PUT亏损300权利金,总收益大概900; 2)小鹏跌至50PUT的行权价以下(49左右),则买入的50PUT的300权利金会涨到600、900、甚至1000以上(随便列的数字,具体期权涨幅要看正股实际跌幅),这时可平仓获利;而卖出的55PUT则会被行权,这时相当于在55的位置补仓正股。这种情况下的组合总收益就要看具体期权的收益和正股的亏损了,但是如果考虑长期持有正股一定会涨回55以上,那么这样的组合仍然是有利的; 3)小鹏刚好跌到49~51之间的某个价位,在这个价位上买入的PUT还未获利而卖出的PUT以达到行权条件,那么这种情况将是对组合最为不利的,但是即使是遇到这种小概率尴尬事件,组合最大损失也是可控的,即300多权利金以及正股损失。 这是我最初做这个组合时的思考,具体结果有待验证(12.4见分晓),也可能我的考虑有漏洞,还得查漏补缺。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>这不是特别精确的一个期权组合,但是大概思路应该没问题: 首先,当小鹏从75回调到60时,预期暂时不会继续下跌,于是卖出3手55的短期PUT,对应权利金1200左右;然后在小鹏从60又涨回到65时,预期短期存在暴跌的可能性(即使概率不大),为了对冲这种风险,买入3手50的同期PUT,权利金大概300多。这个组合到期可能存在三种情况: 1)小鹏并未跌到55PUT的行权价(51左右),则卖出的55PUT的收益1200权利金,买入的50PUT亏损300权利金,总收益大概900; 2)小鹏跌至50PUT的行权价以下(49左右),则买入的50PUT的300权利金会涨到600、900、甚至1000以上(随便列的数字,具体期权涨幅要看正股实际跌幅),这时可平仓获利;而卖出的55PUT则会被行权,这时相当于在55的位置补仓正股。这种情况下的组合总收益就要看具体期权的收益和正股的亏损了,但是如果考虑长期持有正股一定会涨回55以上,那么这样的组合仍然是有利的; 3)小鹏刚好跌到49~51之间的某个价位,在这个价位上买入的PUT还未获利而卖出的PUT以达到行权条件,那么这种情况将是对组合最为不利的,但是即使是遇到这种小概率尴尬事件,组合最大损失也是可控的,即300多权利金以及正股损失。 这是我最初做这个组合时的思考,具体结果有待验证(12.4见分晓),也可能我的考虑有漏洞,还得查漏补缺。","text":"$蔚来(NIO)$$小鹏汽车(XPEV)$这不是特别精确的一个期权组合,但是大概思路应该没问题: 首先,当小鹏从75回调到60时,预期暂时不会继续下跌,于是卖出3手55的短期PUT,对应权利金1200左右;然后在小鹏从60又涨回到65时,预期短期存在暴跌的可能性(即使概率不大),为了对冲这种风险,买入3手50的同期PUT,权利金大概300多。这个组合到期可能存在三种情况: 1)小鹏并未跌到55PUT的行权价(51左右),则卖出的55PUT的收益1200权利金,买入的50PUT亏损300权利金,总收益大概900; 2)小鹏跌至50PUT的行权价以下(49左右),则买入的50PUT的300权利金会涨到600、900、甚至1000以上(随便列的数字,具体期权涨幅要看正股实际跌幅),这时可平仓获利;而卖出的55PUT则会被行权,这时相当于在55的位置补仓正股。这种情况下的组合总收益就要看具体期权的收益和正股的亏损了,但是如果考虑长期持有正股一定会涨回55以上,那么这样的组合仍然是有利的; 3)小鹏刚好跌到49~51之间的某个价位,在这个价位上买入的PUT还未获利而卖出的PUT以达到行权条件,那么这种情况将是对组合最为不利的,但是即使是遇到这种小概率尴尬事件,组合最大损失也是可控的,即300多权利金以及正股损失。 这是我最初做这个组合时的思考,具体结果有待验证(12.4见分晓),也可能我的考虑有漏洞,还得查漏补缺。","images":[{"img":"https://static.tigerbbs.com/c341b866c26296251e03f018fed956ce","width":"1080","height":"305"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":28,"commentSize":21,"repostSize":8,"link":"https://laohu8.com/post/393531219","isVote":1,"tweetType":1,"viewCount":38823,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"58341441844653","idStr":"58341441844653"},"content":"这是一个长期看多小鹏、短期震荡的组合吗?","text":"这是一个长期看多小鹏、短期震荡的组合吗?","html":"这是一个长期看多小鹏、短期震荡的组合吗?"},{"author":{"id":"3567221534186902","authorId":"3567221534186902","name":"TerryTB","avatar":"https://static.tigerbbs.com/4c14fb014fdfa4fbc519ac724e5fa788","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3567221534186902","idStr":"3567221534186902"},"content":"为啥玩小鹏的期权?流动性小 正股波动大 蔚来理想不好吗","text":"为啥玩小鹏的期权?流动性小 正股波动大 蔚来理想不好吗","html":"为啥玩小鹏的期权?流动性小 正股波动大 蔚来理想不好吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":302022389,"gmtCreate":1604500972141,"gmtModify":1703833471062,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"期权新手请教下大家,我卖的这个30的call怎么还没被行权呢?<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"期权新手请教下大家,我卖的这个30的call怎么还没被行权呢?<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"期权新手请教下大家,我卖的这个30的call怎么还没被行权呢?$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/9a382e6646b87de73f1e573a5d99110f","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/302022389","isVote":1,"tweetType":1,"viewCount":4835,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3508985314237574","authorId":"3508985314237574","name":"饿虎咆哮啊呜","avatar":"https://static.tigerbbs.com/5471910d1875b819707d2d2d4d9ac291","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3508985314237574","idStr":"3508985314237574"},"content":"买Call等于做空,是没有上限的,除非保证金不够了,系统会强平掉一部分。。。真的想做空,买put就好了,顶多亏掉本金。","text":"买Call等于做空,是没有上限的,除非保证金不够了,系统会强平掉一部分。。。真的想做空,买put就好了,顶多亏掉本金。","html":"买Call等于做空,是没有上限的,除非保证金不够了,系统会强平掉一部分。。。真的想做空,买put就好了,顶多亏掉本金。"},{"author":{"id":"3540879553928874","authorId":"3540879553928874","name":"Peter822100","avatar":"https://static.tigerbbs.com/714fcd4f291f3b0a9a32f91365e49408","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3540879553928874","idStr":"3540879553928874"},"content":"时间还没到啊","text":"时间还没到啊","html":"时间还没到啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":980916130,"gmtCreate":1582158053020,"gmtModify":1704345946432,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 、<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 和<a href=\"https://laohu8.com/S/WB\">$微博(WB)$</a> 、<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 市值都很接近,你会投谁?","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 、<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 和<a href=\"https://laohu8.com/S/WB\">$微博(WB)$</a> 、<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 市值都很接近,你会投谁?","text":"$跟谁学(GSX)$ 、$瑞幸咖啡(LK)$ 和$微博(WB)$ 、$哔哩哔哩(BILI)$ 市值都很接近,你会投谁?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":12,"repostSize":2,"link":"https://laohu8.com/post/980916130","isVote":1,"tweetType":1,"viewCount":10157,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"310416726013300","authorId":"310416726013300","name":"海先生","avatar":"https://static.laohu8.com/0bb8036f312471bd3c0ecf8e31be5c40","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"310416726013300","idStr":"310416726013300"},"content":"当然微博啦","text":"当然微博啦","html":"当然微博啦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307038186,"gmtCreate":1605314518345,"gmtModify":1703837487056,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"昨晚涨到近50的时候蔚来正股卖了一些,剩下100股,这时我为了对冲这100股下跌的风险买了两手45的put(同时为了补仓正股又卖出三手35的put,想着要么跌到35补仓要么跌不到35白嫖权利金)。我发现这两手put赚的钱基本可以和100股正股下跌损失的钱相抵消,如果是三手的话可能对冲效果更好(整体盈利)。不过我并不是通过精确计算做的决策,而是凭感觉买了两手,碰巧对冲上了而已。所以想请教各位高手,以这100股蔚来正股和45的put为例,对冲时要计算买几手,应该用什么公式,套哪些数据?<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"昨晚涨到近50的时候蔚来正股卖了一些,剩下100股,这时我为了对冲这100股下跌的风险买了两手45的put(同时为了补仓正股又卖出三手35的put,想着要么跌到35补仓要么跌不到35白嫖权利金)。我发现这两手put赚的钱基本可以和100股正股下跌损失的钱相抵消,如果是三手的话可能对冲效果更好(整体盈利)。不过我并不是通过精确计算做的决策,而是凭感觉买了两手,碰巧对冲上了而已。所以想请教各位高手,以这100股蔚来正股和45的put为例,对冲时要计算买几手,应该用什么公式,套哪些数据?<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"昨晚涨到近50的时候蔚来正股卖了一些,剩下100股,这时我为了对冲这100股下跌的风险买了两手45的put(同时为了补仓正股又卖出三手35的put,想着要么跌到35补仓要么跌不到35白嫖权利金)。我发现这两手put赚的钱基本可以和100股正股下跌损失的钱相抵消,如果是三手的话可能对冲效果更好(整体盈利)。不过我并不是通过精确计算做的决策,而是凭感觉买了两手,碰巧对冲上了而已。所以想请教各位高手,以这100股蔚来正股和45的put为例,对冲时要计算买几手,应该用什么公式,套哪些数据?$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/54c389082b800539dc0da5d7cb9bc74e","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/101043f0a501581aa28dd1898a5a1950","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/5fea8ce5fefa847b0e087f22ab8c5e6a","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/307038186","isVote":1,"tweetType":1,"viewCount":9226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561167118803690","authorId":"3561167118803690","name":"yifff","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561167118803690","idStr":"3561167118803690"},"content":"我觉得要看期限的吧,期权很看时间的啊,持有正股对冲其实两个办法(卖call买put,可以同时操作),卖出55的call拿200权利金,买40put掏出200权利金,感觉挺完美的","text":"我觉得要看期限的吧,期权很看时间的啊,持有正股对冲其实两个办法(卖call买put,可以同时操作),卖出55的call拿200权利金,买40put掏出200权利金,感觉挺完美的","html":"我觉得要看期限的吧,期权很看时间的啊,持有正股对冲其实两个办法(卖call买put,可以同时操作),卖出55的call拿200权利金,买40put掏出200权利金,感觉挺完美的"},{"author":{"id":"21780229070406","authorId":"21780229070406","name":"青龙与小白龙","avatar":"https://static.tigerbbs.com/6f905fe174349b7a86627d07a6fc0e44","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"21780229070406","idStr":"21780229070406"},"content":"您文章中的截图,圈起来的是对的。理论上100股正股配1手看跌期权,但依据当前蔚来的形势看,配2手看跌也不错。但建议持有远期合约,数量可适当增加。","text":"您文章中的截图,圈起来的是对的。理论上100股正股配1手看跌期权,但依据当前蔚来的形势看,配2手看跌也不错。但建议持有远期合约,数量可适当增加。","html":"您文章中的截图,圈起来的是对的。理论上100股正股配1手看跌期权,但依据当前蔚来的形势看,配2手看跌也不错。但建议持有远期合约,数量可适当增加。"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":940065427,"gmtCreate":1593611983069,"gmtModify":1712663126701,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"title":"其实谈不上复盘,更多的是一种谨慎投机","htmlText":"其实谈不上复盘,自己刚刚接触美股半年,各方面都还是小白一枚,只能说是蹭蹭热度给小虎交个作业。 “还没学会走路就想跑呢”,朋友得知我投资美股时是这么评价的。的确,从来没有接触过股票的我一上来就买美股,是冒险了点儿。不过任何事情总有个开头,我唯一能做的就是入金少一点,不碰杠杆,摸清楚门道再说。当初尝试理财是从买指数基金开始的,一买就是三年,期间也没想过直接买股票。后来因为一次偶然的契机才下载了老虎——说来你们可能不信,我是为了买小米才接触美股的。 从1月份入金到现在刚好过去半年,这半年来的美股初体验说来也是够丰富的,尤其是三月份的熔断——一上来就给了我当头一棒,到现在我都瑟瑟发抖。 说是“投资”,其实目前更多的是一种谨慎投机的心态。这种谨慎投机的迹象体现在: 1.对所投公司的基本面只是通过财报和软文略知一二,不曾做过独立深入的调察分析; 2.虽然也关注股票的热度和流动性,但是不做严格的技术分析,也不打算用技术分析做决策; 3.资金量很小,没有条件采取“买入并持有”的投资策略,只能做波段或定投; 4.不对市场涨跌做预判,只根据已出现的市场涨跌做决策,比如回撤多少就加仓,盈利多少就减仓; 5.严守“高抛低吸”的纪律,大跌时永远不梭哈,大涨时只赚保守收益;同时也保留一部分情绪弹性,允许自己在一定范围内追求预期外收益; 6.除了大部分持仓做波段,也留了个别标的只买不卖长期定投。这么做没什么特殊原因,只是为了平衡自己的心态:既不能被频繁交易侵蚀心智,也不能掉进周期陷阱; 7.对金融界财经圈各路牛鬼蛇神基本免疫,看到别人赚了多少或赔了多少也一笑而过;更不会主动“指导”别人投资。自己的牌自己的运气,用自己的智力去玩儿才有乐趣。 8.小赌怡情,控制自己分配在股市的注意力,克制地面对幸运,坦然地面对失败。生活中还有更多值得关注和值得快乐的事情。 买股票也是一种生活方式,借着那条捉摸不透的K线和账","listText":"其实谈不上复盘,自己刚刚接触美股半年,各方面都还是小白一枚,只能说是蹭蹭热度给小虎交个作业。 “还没学会走路就想跑呢”,朋友得知我投资美股时是这么评价的。的确,从来没有接触过股票的我一上来就买美股,是冒险了点儿。不过任何事情总有个开头,我唯一能做的就是入金少一点,不碰杠杆,摸清楚门道再说。当初尝试理财是从买指数基金开始的,一买就是三年,期间也没想过直接买股票。后来因为一次偶然的契机才下载了老虎——说来你们可能不信,我是为了买小米才接触美股的。 从1月份入金到现在刚好过去半年,这半年来的美股初体验说来也是够丰富的,尤其是三月份的熔断——一上来就给了我当头一棒,到现在我都瑟瑟发抖。 说是“投资”,其实目前更多的是一种谨慎投机的心态。这种谨慎投机的迹象体现在: 1.对所投公司的基本面只是通过财报和软文略知一二,不曾做过独立深入的调察分析; 2.虽然也关注股票的热度和流动性,但是不做严格的技术分析,也不打算用技术分析做决策; 3.资金量很小,没有条件采取“买入并持有”的投资策略,只能做波段或定投; 4.不对市场涨跌做预判,只根据已出现的市场涨跌做决策,比如回撤多少就加仓,盈利多少就减仓; 5.严守“高抛低吸”的纪律,大跌时永远不梭哈,大涨时只赚保守收益;同时也保留一部分情绪弹性,允许自己在一定范围内追求预期外收益; 6.除了大部分持仓做波段,也留了个别标的只买不卖长期定投。这么做没什么特殊原因,只是为了平衡自己的心态:既不能被频繁交易侵蚀心智,也不能掉进周期陷阱; 7.对金融界财经圈各路牛鬼蛇神基本免疫,看到别人赚了多少或赔了多少也一笑而过;更不会主动“指导”别人投资。自己的牌自己的运气,用自己的智力去玩儿才有乐趣。 8.小赌怡情,控制自己分配在股市的注意力,克制地面对幸运,坦然地面对失败。生活中还有更多值得关注和值得快乐的事情。 买股票也是一种生活方式,借着那条捉摸不透的K线和账","text":"其实谈不上复盘,自己刚刚接触美股半年,各方面都还是小白一枚,只能说是蹭蹭热度给小虎交个作业。 “还没学会走路就想跑呢”,朋友得知我投资美股时是这么评价的。的确,从来没有接触过股票的我一上来就买美股,是冒险了点儿。不过任何事情总有个开头,我唯一能做的就是入金少一点,不碰杠杆,摸清楚门道再说。当初尝试理财是从买指数基金开始的,一买就是三年,期间也没想过直接买股票。后来因为一次偶然的契机才下载了老虎——说来你们可能不信,我是为了买小米才接触美股的。 从1月份入金到现在刚好过去半年,这半年来的美股初体验说来也是够丰富的,尤其是三月份的熔断——一上来就给了我当头一棒,到现在我都瑟瑟发抖。 说是“投资”,其实目前更多的是一种谨慎投机的心态。这种谨慎投机的迹象体现在: 1.对所投公司的基本面只是通过财报和软文略知一二,不曾做过独立深入的调察分析; 2.虽然也关注股票的热度和流动性,但是不做严格的技术分析,也不打算用技术分析做决策; 3.资金量很小,没有条件采取“买入并持有”的投资策略,只能做波段或定投; 4.不对市场涨跌做预判,只根据已出现的市场涨跌做决策,比如回撤多少就加仓,盈利多少就减仓; 5.严守“高抛低吸”的纪律,大跌时永远不梭哈,大涨时只赚保守收益;同时也保留一部分情绪弹性,允许自己在一定范围内追求预期外收益; 6.除了大部分持仓做波段,也留了个别标的只买不卖长期定投。这么做没什么特殊原因,只是为了平衡自己的心态:既不能被频繁交易侵蚀心智,也不能掉进周期陷阱; 7.对金融界财经圈各路牛鬼蛇神基本免疫,看到别人赚了多少或赔了多少也一笑而过;更不会主动“指导”别人投资。自己的牌自己的运气,用自己的智力去玩儿才有乐趣。 8.小赌怡情,控制自己分配在股市的注意力,克制地面对幸运,坦然地面对失败。生活中还有更多值得关注和值得快乐的事情。 买股票也是一种生活方式,借着那条捉摸不透的K线和账","images":[{"img":"https://static.tigerbbs.com/be7ba62fc7246027db1fb96218cc0454","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/59c8821b005e92f1ae9f84a300a2153f","width":"1908","height":"804"},{"img":"https://static.tigerbbs.com/75c90abef4ebaf4ce2fb80e8a9af921d","width":"1080","height":"4191"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/940065427","isVote":1,"tweetType":1,"viewCount":16510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":977692003,"gmtCreate":1601539898302,"gmtModify":1703824707437,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>的股票卖完就涨的事情让我大跌眼镜,不过也给了我一个提醒:不要忘记原则。操作期权是为了学习不是为了“暴富”,所以仓位要控制在正股以下——更别提满仓甚至杠杆。对期权的学习以破坏正股的持有节奏为代价,这是捡了芝麻丢了西瓜。有时我们会放大未知的诱惑而贬低已有的成就,这是一种不对称的评价。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>的股票卖完就涨的事情让我大跌眼镜,不过也给了我一个提醒:不要忘记原则。操作期权是为了学习不是为了“暴富”,所以仓位要控制在正股以下——更别提满仓甚至杠杆。对期权的学习以破坏正股的持有节奏为代价,这是捡了芝麻丢了西瓜。有时我们会放大未知的诱惑而贬低已有的成就,这是一种不对称的评价。","text":"$阿里巴巴(BABA)$的股票卖完就涨的事情让我大跌眼镜,不过也给了我一个提醒:不要忘记原则。操作期权是为了学习不是为了“暴富”,所以仓位要控制在正股以下——更别提满仓甚至杠杆。对期权的学习以破坏正股的持有节奏为代价,这是捡了芝麻丢了西瓜。有时我们会放大未知的诱惑而贬低已有的成就,这是一种不对称的评价。","images":[{"img":"https://static.tigerbbs.com/93ac256ade3b085205dc40bf4d49318a","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/faf0458c13476858656b22ab021ca885","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/2ce04ad6b9f6a95321badf194922ca4e","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/977692003","isVote":1,"tweetType":1,"viewCount":7157,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538017896583926","authorId":"3538017896583926","name":"Rock2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3538017896583926","idStr":"3538017896583926"},"content":"都亏这么多了吗?[捂脸][笑哭]","text":"都亏这么多了吗?[捂脸][笑哭]","html":"都亏这么多了吗?[捂脸][笑哭]"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":309556865679528,"gmtCreate":1716603084254,"gmtModify":1716872035085,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 感觉特斯拉靠着马斯克的光环才能继续“讲故事”,没有了马斯克那些汽车业务之外的其他业务的想象空间,汽车业务本身可能要走下坡路。老美那边的股东后知后觉还能理解,毕竟他们也没多少人能关注到中国这边新能源车市场和技术的发展。但是身在国内,历经这几年电动车的狂飙突进,我很难不去怀疑特斯拉的成长性。就像达摩达兰在《故事与估值》里指出的那样,成长空间和投资者共识的方向决定了特斯拉股价的走向。而成长空间如果脱离了马斯克的加持是非常有限的。马斯克虽然会造成股价的波动,但是有他在至少有波动向上的可能,否则单纯靠汽车业务的支撑那这市值可就太脆弱了。当然支持他掌控公司,但我目前在特斯拉投资上的主线还是时不时空一波。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 感觉特斯拉靠着马斯克的光环才能继续“讲故事”,没有了马斯克那些汽车业务之外的其他业务的想象空间,汽车业务本身可能要走下坡路。老美那边的股东后知后觉还能理解,毕竟他们也没多少人能关注到中国这边新能源车市场和技术的发展。但是身在国内,历经这几年电动车的狂飙突进,我很难不去怀疑特斯拉的成长性。就像达摩达兰在《故事与估值》里指出的那样,成长空间和投资者共识的方向决定了特斯拉股价的走向。而成长空间如果脱离了马斯克的加持是非常有限的。马斯克虽然会造成股价的波动,但是有他在至少有波动向上的可能,否则单纯靠汽车业务的支撑那这市值可就太脆弱了。当然支持他掌控公司,但我目前在特斯拉投资上的主线还是时不时空一波。","text":"$特斯拉(TSLA)$ 感觉特斯拉靠着马斯克的光环才能继续“讲故事”,没有了马斯克那些汽车业务之外的其他业务的想象空间,汽车业务本身可能要走下坡路。老美那边的股东后知后觉还能理解,毕竟他们也没多少人能关注到中国这边新能源车市场和技术的发展。但是身在国内,历经这几年电动车的狂飙突进,我很难不去怀疑特斯拉的成长性。就像达摩达兰在《故事与估值》里指出的那样,成长空间和投资者共识的方向决定了特斯拉股价的走向。而成长空间如果脱离了马斯克的加持是非常有限的。马斯克虽然会造成股价的波动,但是有他在至少有波动向上的可能,否则单纯靠汽车业务的支撑那这市值可就太脆弱了。当然支持他掌控公司,但我目前在特斯拉投资上的主线还是时不时空一波。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/309556865679528","isVote":1,"tweetType":1,"viewCount":10277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497648960843341","authorId":"3497648960843341","name":"大鳄鱼索罗","avatar":"https://static.tigerbbs.com/22ac3c304e8ca982468122b765caf245","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3497648960843341","idStr":"3497648960843341"},"content":"为什么想付给这个人 560 亿美元,因为他在过去 6 年里为公司创造了 320 亿美元的收入?为什么要花550亿美元请这个恶心的自恋狂来做特斯拉的兼职ceo?作为曾经的马斯克铁粉,我现在只想说去他妈的。$特斯拉(TSLA)$$特斯拉(TSLA)$","text":"为什么想付给这个人 560 亿美元,因为他在过去 6 年里为公司创造了 320 亿美元的收入?为什么要花550亿美元请这个恶心的自恋狂来做特斯拉的兼职ceo?作为曾经的马斯克铁粉,我现在只想说去他妈的。$特斯拉(TSLA)$$特斯拉(TSLA)$","html":"为什么想付给这个人 560 亿美元,因为他在过去 6 年里为公司创造了 320 亿美元的收入?为什么要花550亿美元请这个恶心的自恋狂来做特斯拉的兼职ceo?作为曾经的马斯克铁粉,我现在只想说去他妈的。$特斯拉(TSLA)$$特斯拉(TSLA)$"},{"author":{"id":"9000000000000238","authorId":"9000000000000238","name":"永远年轻啊","avatar":"https://static.tigerbbs.com/3e323dbbc6c94364b37b3a4181851cf0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000238","idStr":"9000000000000238"},"content":"马斯克的个人影响力对特斯拉的成功确实起到了很大作用。","text":"马斯克的个人影响力对特斯拉的成功确实起到了很大作用。","html":"马斯克的个人影响力对特斯拉的成功确实起到了很大作用。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293128344895608,"gmtCreate":1712584063979,"gmtModify":1712584067648,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/EH 20240517 20.0 CALL\">$EH 20240517 20.0 CALL$ </a>4月3号刚建的仓,这才过去一个交易日,来不及补仓就要平仓了","listText":"<a href=\"https://laohu8.com/OPT/EH 20240517 20.0 CALL\">$EH 20240517 20.0 CALL$ </a>4月3号刚建的仓,这才过去一个交易日,来不及补仓就要平仓了","text":"$EH 20240517 20.0 CALL$ 4月3号刚建的仓,这才过去一个交易日,来不及补仓就要平仓了","images":[{"img":"https://static.tigerbbs.com/3083e1767ccb7fc7583f2afee46ce8ea","width":"1440","height":"2909"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293128344895608","isVote":1,"tweetType":1,"viewCount":1833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":338316763,"gmtCreate":1609831114952,"gmtModify":1703740723032,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"【更新】<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>行情开始不平静,一个月期45的call的时间价值骤降,delta剧增,接下来的10天里还会延续这个趋势吗?我可能等不到下周,这两天有机会就要处置了。","listText":"【更新】<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>行情开始不平静,一个月期45的call的时间价值骤降,delta剧增,接下来的10天里还会延续这个趋势吗?我可能等不到下周,这两天有机会就要处置了。","text":"【更新】$蔚来(NIO)$行情开始不平静,一个月期45的call的时间价值骤降,delta剧增,接下来的10天里还会延续这个趋势吗?我可能等不到下周,这两天有机会就要处置了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/338316763","repostId":"397752628","repostType":1,"repost":{"id":397752628,"gmtCreate":1608366666264,"gmtModify":1712663126698,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"title":"分享一下蔚来的期权策略","htmlText":"(接上贴)12月17日<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","listText":"(接上贴)12月17日<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","text":"(接上贴)12月17日$蔚来(NIO)$在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","images":[{"img":"https://static.tigerbbs.com/728bebf5f57e04869448bed08aa892f3","width":"1080","height":"471"},{"img":"https://static.tigerbbs.com/f777f46005ee8e0f9f5b6d8d7d7b0490","width":"1080","height":"310"},{"img":"https://static.tigerbbs.com/525f67bbe4356859582fecf803678897","width":"1080","height":"338"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397752628","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463388606769973","authorId":"3463388606769973","name":"米苏","avatar":"https://static.tigerbbs.com/80c89668983e95d70effe9f9b6c115f6","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3463388606769973","idStr":"3463388606769973"},"content":"call -1手和put有啥区别?","text":"call -1手和put有啥区别?","html":"call -1手和put有啥区别?"},{"author":{"id":"3547466401788060","authorId":"3547466401788060","name":"熊猫不是猫89","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3547466401788060","idStr":"3547466401788060"},"content":"这个怎么理解?","text":"这个怎么理解?","html":"这个怎么理解?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397832581,"gmtCreate":1608218163243,"gmtModify":1703851878150,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"今天<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。","listText":"今天<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。","text":"今天$蔚来(NIO)$在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。","images":[{"img":"https://static.tigerbbs.com/525f67bbe4356859582fecf803678897","width":"1080","height":"338"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/397832581","isVote":1,"tweetType":1,"viewCount":5844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":339287488,"gmtCreate":1608871377744,"gmtModify":1703737230130,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"【更新】昨天<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>微跌,整个组合的走势也很平稳,但是细节上有个疑问:45的call隐波没什么变化,delta也在明显下滑,可是为什么它的时间价值反而变大了?尤其是和50的call相比,二者IV、delta的变化都很一致,唯独时间价值发生了分歧——半年期的时间价值经过一晚下降了,一个月期的反而上升。到底是什么造成了一个月期45的call(还剩大概20天到期)的时间价值在昨晚逆势上升?","listText":"【更新】昨天<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>微跌,整个组合的走势也很平稳,但是细节上有个疑问:45的call隐波没什么变化,delta也在明显下滑,可是为什么它的时间价值反而变大了?尤其是和50的call相比,二者IV、delta的变化都很一致,唯独时间价值发生了分歧——半年期的时间价值经过一晚下降了,一个月期的反而上升。到底是什么造成了一个月期45的call(还剩大概20天到期)的时间价值在昨晚逆势上升?","text":"【更新】昨天$蔚来(NIO)$微跌,整个组合的走势也很平稳,但是细节上有个疑问:45的call隐波没什么变化,delta也在明显下滑,可是为什么它的时间价值反而变大了?尤其是和50的call相比,二者IV、delta的变化都很一致,唯独时间价值发生了分歧——半年期的时间价值经过一晚下降了,一个月期的反而上升。到底是什么造成了一个月期45的call(还剩大概20天到期)的时间价值在昨晚逆势上升?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/339287488","repostId":"397752628","repostType":1,"repost":{"id":397752628,"gmtCreate":1608366666264,"gmtModify":1712663126698,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"title":"分享一下蔚来的期权策略","htmlText":"(接上贴)12月17日<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","listText":"(接上贴)12月17日<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","text":"(接上贴)12月17日$蔚来(NIO)$在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","images":[{"img":"https://static.tigerbbs.com/728bebf5f57e04869448bed08aa892f3","width":"1080","height":"471"},{"img":"https://static.tigerbbs.com/f777f46005ee8e0f9f5b6d8d7d7b0490","width":"1080","height":"310"},{"img":"https://static.tigerbbs.com/525f67bbe4356859582fecf803678897","width":"1080","height":"338"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397752628","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5027,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545608950496447","authorId":"3545608950496447","name":"FunGuy","avatar":"https://static.tigerbbs.com/78ff6770e3f58ed2ec36d3a81545bb58","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3545608950496447","idStr":"3545608950496447"},"content":"因为内在是固定的,时间是被动推算出来的。而整体期权的价格是在数学公式指引之下由供需博弈产生的,IV也是由价格反推而出","text":"因为内在是固定的,时间是被动推算出来的。而整体期权的价格是在数学公式指引之下由供需博弈产生的,IV也是由价格反推而出","html":"因为内在是固定的,时间是被动推算出来的。而整体期权的价格是在数学公式指引之下由供需博弈产生的,IV也是由价格反推而出"},{"author":{"id":"3454203026005822","authorId":"3454203026005822","name":"simons的期权实验室","avatar":"https://static.laohu8.com/4c90b9e0d25323504691cd072c8d17af","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3454203026005822","idStr":"3454203026005822"},"content":"都是交易产生的。时间价值都是反推的数字,仅仅是数字而已。","text":"都是交易产生的。时间价值都是反推的数字,仅仅是数字而已。","html":"都是交易产生的。时间价值都是反推的数字,仅仅是数字而已。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293972286570664,"gmtCreate":1712801099103,"gmtModify":1712812075729,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/VRT 20240419 90.0 CALL\">$VRT 20240419 90.0 CALL$ </a>这种交易火爆的真是一个交易日就翻倍","listText":"<a href=\"https://laohu8.com/OPT/VRT 20240419 90.0 CALL\">$VRT 20240419 90.0 CALL$ </a>这种交易火爆的真是一个交易日就翻倍","text":"$VRT 20240419 90.0 CALL$ 这种交易火爆的真是一个交易日就翻倍","images":[{"img":"https://static.tigerbbs.com/604c32fcc03e3278e8f3303cabc47c84","width":"1440","height":"2909"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293972286570664","isVote":1,"tweetType":1,"viewCount":7152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":356218746,"gmtCreate":1616778063185,"gmtModify":1616778063185,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"弱弱的问一句,半导体短缺和比特币有关系吗?据说比特币挖矿对芯片的需求“占领”了台积电和三星电子的生产线…","listText":"弱弱的问一句,半导体短缺和比特币有关系吗?据说比特币挖矿对芯片的需求“占领”了台积电和三星电子的生产线…","text":"弱弱的问一句,半导体短缺和比特币有关系吗?据说比特币挖矿对芯片的需求“占领”了台积电和三星电子的生产线…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/356218746","repostId":"1109366636","repostType":4,"isVote":1,"tweetType":1,"viewCount":4371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339313161,"gmtCreate":1608768503953,"gmtModify":1703736647239,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"【更新】昨天除了开盘时的3个点的波动,整体是很平淡的行情,期权各项参数变化不大。可以看到45的call隐波回落,时间价值又开始下降,然而依然高于前天。","listText":"【更新】昨天除了开盘时的3个点的波动,整体是很平淡的行情,期权各项参数变化不大。可以看到45的call隐波回落,时间价值又开始下降,然而依然高于前天。","text":"【更新】昨天除了开盘时的3个点的波动,整体是很平淡的行情,期权各项参数变化不大。可以看到45的call隐波回落,时间价值又开始下降,然而依然高于前天。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/339313161","repostId":"397752628","repostType":1,"repost":{"id":397752628,"gmtCreate":1608366666264,"gmtModify":1712663126698,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"title":"分享一下蔚来的期权策略","htmlText":"(接上贴)12月17日<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","listText":"(接上贴)12月17日<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","text":"(接上贴)12月17日$蔚来(NIO)$在45上下窄幅波动,以5.9的价格卖出两手一个月期45的call,算是备兑期权策略(有200正股);同时以10.8的价格买入一手半年期50的call,算是远期看涨。这两个仓位市值相当(1000-1200$)方向相反(一个跌了赚一个涨了赚),并且delta相近(0.55-0.59),我就来观察看看接下来这个组合会有怎样的表现。12月19日,经过两个交易日的观察,发现如下特征:1.两个期权的波动率幅度相当(因为delta相近),方向相反;2.正股股价波动5%,对应期权波动10%(delta在0.5左右);3.两个期权的delta从0.55-0.59涨到了0.61(这个趋势有待继续观察)。进一步去思考这个期权,首先分别梳理每个期权的意义:SC:5.9的价格卖出两手一个月期45的call(前提是持有200股正股),到期结果有两种:1.到期时股价在50.9之下,那么大概率不会被行权,白嫖权利金1200美金;2.到期时股价涨到50.9以上,被行权,200股正股以45的价格卖出,算上5.9的权利金,相当于正股以50.9的价格卖出。所以如果50.9是自己可以接受的一个止盈价格,那么这个SC就是合适的。LC:10.8的价格买入一手半年期50的call,到期结果有两种:1.股价涨到60.8以上,行权以50的价格买入100股正股,获得正股价差收益;2.股价未涨到60.8,放弃行权,损失权利金1080.然后把两个期权当做一个整体来考虑:SC&LC:这个组合的两个期权的期限分别为1个月和6个月,那么显然第一个月是我们重点要关注的。也就是说在这个月中发生的股价波动,决定了我们对整个组合的处置。如果说在这个月里股价波动不大,那么SC会逐渐增加盈利,LC会逐渐增加亏损(时间价值的损","images":[{"img":"https://static.tigerbbs.com/728bebf5f57e04869448bed08aa892f3","width":"1080","height":"471"},{"img":"https://static.tigerbbs.com/f777f46005ee8e0f9f5b6d8d7d7b0490","width":"1080","height":"310"},{"img":"https://static.tigerbbs.com/525f67bbe4356859582fecf803678897","width":"1080","height":"338"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397752628","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447374152482573","authorId":"3447374152482573","name":"W先生的笔记","avatar":"https://static.tigerbbs.com/82f4c199c8debc7f202b879322a3ae68","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3447374152482573","idStr":"3447374152482573"},"content":"你好,我想问下,关于在老虎做备兑期权策略,为什么我有正股还需要很多保证金?? 你是环球账户还是综合账户呢?谢谢,盼复~","text":"你好,我想问下,关于在老虎做备兑期权策略,为什么我有正股还需要很多保证金?? 你是环球账户还是综合账户呢?谢谢,盼复~","html":"你好,我想问下,关于在老虎做备兑期权策略,为什么我有正股还需要很多保证金?? 你是环球账户还是综合账户呢?谢谢,盼复~"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971630433,"gmtCreate":1598937907722,"gmtModify":1704220684965,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"第一次尝试出金,出乎预料的顺利。上周申请的出金5000$,两个交易日内就通过并汇出了,然后没过一天钱就到了国内银行。银行打来电话问我美元从哪来的,我说年初打算旅游搞的,由于疫情就没去;又问我是哪里的账户,我说新加坡的,就没再问了。然后钱就到账了。我结汇时汇率是1:6.8,年初入金时是1:7,这样看汇率上损失了3%,不过相比于美股账户翻倍的收益,也就忽略不计了。年初开始接触美股,尝试性的入了10000$,半年来只买正股,虽然开头也经历了熔断,几天缩水了30%,还好资金少就没慌,等到了反弹的顺风车。眼看着盈利日渐增长就忍不住想出金试试,群里经常见有人出金被退回,心里就没谱。这次这么顺利,也可能是我金额小的原因。目前账户资金24000$,出5000$后还剩下19000$,心里踏实了一些。感觉自己真是个幸运的小白,背后也是老虎做的到位吧,对新人真是友好。","listText":"第一次尝试出金,出乎预料的顺利。上周申请的出金5000$,两个交易日内就通过并汇出了,然后没过一天钱就到了国内银行。银行打来电话问我美元从哪来的,我说年初打算旅游搞的,由于疫情就没去;又问我是哪里的账户,我说新加坡的,就没再问了。然后钱就到账了。我结汇时汇率是1:6.8,年初入金时是1:7,这样看汇率上损失了3%,不过相比于美股账户翻倍的收益,也就忽略不计了。年初开始接触美股,尝试性的入了10000$,半年来只买正股,虽然开头也经历了熔断,几天缩水了30%,还好资金少就没慌,等到了反弹的顺风车。眼看着盈利日渐增长就忍不住想出金试试,群里经常见有人出金被退回,心里就没谱。这次这么顺利,也可能是我金额小的原因。目前账户资金24000$,出5000$后还剩下19000$,心里踏实了一些。感觉自己真是个幸运的小白,背后也是老虎做的到位吧,对新人真是友好。","text":"第一次尝试出金,出乎预料的顺利。上周申请的出金5000$,两个交易日内就通过并汇出了,然后没过一天钱就到了国内银行。银行打来电话问我美元从哪来的,我说年初打算旅游搞的,由于疫情就没去;又问我是哪里的账户,我说新加坡的,就没再问了。然后钱就到账了。我结汇时汇率是1:6.8,年初入金时是1:7,这样看汇率上损失了3%,不过相比于美股账户翻倍的收益,也就忽略不计了。年初开始接触美股,尝试性的入了10000$,半年来只买正股,虽然开头也经历了熔断,几天缩水了30%,还好资金少就没慌,等到了反弹的顺风车。眼看着盈利日渐增长就忍不住想出金试试,群里经常见有人出金被退回,心里就没谱。这次这么顺利,也可能是我金额小的原因。目前账户资金24000$,出5000$后还剩下19000$,心里踏实了一些。感觉自己真是个幸运的小白,背后也是老虎做的到位吧,对新人真是友好。","images":[{"img":"https://static.tigerbbs.com/28be480f810ba046188d79c7c54ff2ba","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/af47ffc059ccdd746d7c3024a9c82930","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/29e77225db0debabc632880f7866d247","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/971630433","isVote":1,"tweetType":1,"viewCount":3504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":918123812,"gmtCreate":1578756259236,"gmtModify":1704338218443,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"住过一年蛋壳,对它的装修、服务印象很好。感觉这种长租公寓初期的重点目标客户群体,就是在大城市打拼的年轻人。看它现在的做法,大概也是从以下几点发力:1.年轻人没钱,所以要大力补贴,并且通过科技手段和规模效应降低成本,进而降低租金;2.围绕年轻人的生活方式,营造更受欢迎的装修风格、合租文化和社区(线上)氛围;3.用互联网手段不断提高获客能力和用户粘性、忠诚度(续租率)…这些方面蛋壳也是处在早期,不过管中窥豹,未来可期。不说它APP下载量(准用户)才迈过千万级别;不说它近三年增长势头强劲;不说它规模上业内第二,品牌上业内第一;也不说中国的长租公寓市场空间巨大,舞台刚刚搭好;更不说大城市的人才/人口竞争不断吸引年轻人流入,而这些正是几年内支撑类似共享居住平台业绩增长的核心动能;只说它刚刚抱到的大腿——蚂蚁财富,便足以令人期待。不仅是资金和品牌的加持,更是在金融科技和产业升级方面的进化。如果蛋壳能成功,很可能不只是在长租公寓上的成功,而是通过潜在的增长点来突出重围。而降维打击正是蚂蚁财富(阿里巴巴)擅长的。当然,如此用脚投票的我,也只能用最低限度的资金来满足我的“期待”,毕竟我的一厢情愿和异想天开不值几个钱。<a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> 评论区字数限制只能这么干了、","listText":"住过一年蛋壳,对它的装修、服务印象很好。感觉这种长租公寓初期的重点目标客户群体,就是在大城市打拼的年轻人。看它现在的做法,大概也是从以下几点发力:1.年轻人没钱,所以要大力补贴,并且通过科技手段和规模效应降低成本,进而降低租金;2.围绕年轻人的生活方式,营造更受欢迎的装修风格、合租文化和社区(线上)氛围;3.用互联网手段不断提高获客能力和用户粘性、忠诚度(续租率)…这些方面蛋壳也是处在早期,不过管中窥豹,未来可期。不说它APP下载量(准用户)才迈过千万级别;不说它近三年增长势头强劲;不说它规模上业内第二,品牌上业内第一;也不说中国的长租公寓市场空间巨大,舞台刚刚搭好;更不说大城市的人才/人口竞争不断吸引年轻人流入,而这些正是几年内支撑类似共享居住平台业绩增长的核心动能;只说它刚刚抱到的大腿——蚂蚁财富,便足以令人期待。不仅是资金和品牌的加持,更是在金融科技和产业升级方面的进化。如果蛋壳能成功,很可能不只是在长租公寓上的成功,而是通过潜在的增长点来突出重围。而降维打击正是蚂蚁财富(阿里巴巴)擅长的。当然,如此用脚投票的我,也只能用最低限度的资金来满足我的“期待”,毕竟我的一厢情愿和异想天开不值几个钱。<a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> 评论区字数限制只能这么干了、","text":"住过一年蛋壳,对它的装修、服务印象很好。感觉这种长租公寓初期的重点目标客户群体,就是在大城市打拼的年轻人。看它现在的做法,大概也是从以下几点发力:1.年轻人没钱,所以要大力补贴,并且通过科技手段和规模效应降低成本,进而降低租金;2.围绕年轻人的生活方式,营造更受欢迎的装修风格、合租文化和社区(线上)氛围;3.用互联网手段不断提高获客能力和用户粘性、忠诚度(续租率)…这些方面蛋壳也是处在早期,不过管中窥豹,未来可期。不说它APP下载量(准用户)才迈过千万级别;不说它近三年增长势头强劲;不说它规模上业内第二,品牌上业内第一;也不说中国的长租公寓市场空间巨大,舞台刚刚搭好;更不说大城市的人才/人口竞争不断吸引年轻人流入,而这些正是几年内支撑类似共享居住平台业绩增长的核心动能;只说它刚刚抱到的大腿——蚂蚁财富,便足以令人期待。不仅是资金和品牌的加持,更是在金融科技和产业升级方面的进化。如果蛋壳能成功,很可能不只是在长租公寓上的成功,而是通过潜在的增长点来突出重围。而降维打击正是蚂蚁财富(阿里巴巴)擅长的。当然,如此用脚投票的我,也只能用最低限度的资金来满足我的“期待”,毕竟我的一厢情愿和异想天开不值几个钱。@小虎活动 评论区字数限制只能这么干了、","images":[{"img":"https://static.tigerbbs.com/423f20715fcfd75394411c36ea6dfcbb","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/f2e0768113184f66ea7e3b25aaa4c035","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/304fbd3c95455bfbf862bdc5f97057a0","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/918123812","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"50408293655367","idStr":"50408293655367"},"content":"等着破发行价,现在行业困难","text":"等着破发行价,现在行业困难","html":"等着破发行价,现在行业困难"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":393896433,"gmtCreate":1606272208322,"gmtModify":1703842183920,"author":{"id":"3507676261241986","authorId":"3507676261241986","name":"你吹吧我接着","avatar":"https://static.tigerbbs.com/7e8fa83a4cfcd143bcbe42d3000e2661","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3507676261241986","idStr":"3507676261241986"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>建仓时只买了1000股,到现在也没等到回调加仓的机会额","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>建仓时只买了1000股,到现在也没等到回调加仓的机会额","text":"$小米集团-W(01810)$建仓时只买了1000股,到现在也没等到回调加仓的机会额","images":[{"img":"https://static.tigerbbs.com/eb75eeee907502380d064da5022cbf82","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393896433","isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}