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ricardozz
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IP属地:北京
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ricardozz
09-19
我开仓了1手
$MSTR 20250926 310.0 PUT$
,做多mstr因为当前波动率还算合理,盈亏比比较合算,310低于目前10%有安全性,
ricardozz
09-18
我开仓了25手
$INTC 20250919 35.0 CALL$
,不认为英特尔会继续上涨的空间,英伟达的报价只有24美元我觉得是市场过度炒作,就算涨破了我也继续做
ricardozz
09-17
我开仓了1手
$TSLA 20250919 450.0 CALL$
,做空了特斯拉 做的sellcall不看好特斯拉回来当前情况下短期内继续拉升,如果拉升的话我会滚仓
ricardozz
09-17
我平仓了2手
$SPY 20250918 661.0 PUT$
,交易随手赌一波spy标普指数,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,
ricardozz
09-17
我开仓了2手
$SPY 20250918 661.0 PUT$
,交易随手赌一波spy标普指数,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,
ricardozz
09-17
我平仓了2手
$GLD 20250922 339.0 PUT$
,交易随手赌一波黄金,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,
ricardozz
09-17
我开仓了2手
$GLD 20250922 339.0 PUT$
,交易随手赌一波黄金,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,
ricardozz
09-17
我平仓了2手
$GLD 20250922 339.0 PUT$
,交易随手赌一波黄金,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,
ricardozz
09-13
我平仓了2手
$CRWV 20250912 88.0 PUT$
,做多了crwv,觉得当下的云计算是有支撑的不会快速下跌,当然十月份的时候不太确定,所以说这段时间愿意去做一些做多的策略
ricardozz
09-13
我平仓了2手
$CRWV 20250912 90.0 PUT$
,做多crwv,觉得当下的crwv是有支撑的不会快速下跌,当然十月份的时候不太确定,所以说这段时间愿意去做一些做多的策略
ricardozz
09-13
我平仓了1手
$CRCL 20250912 115.0 PUT$
,做多crcl,觉得当下的比特币是有支撑的不会快速下跌,当然十月份的时候不太确定,所以说这段时间愿意去做一些做多的策略
ricardozz
09-13
我平仓了1手
$CRCL 20250912 116.0 PUT$
,做多crcl,觉得当下的比特币是有支撑的不会快速下跌,当然十月份的时候不太确定,所以说这段时间愿意去做一些做多的策略
ricardozz
09-13
我平仓了1手
$MSTR 20250912 300.0 PUT$
,做多mstr,觉得当下的比特币是有支撑的不会快速下跌,当然十月份的时候不太确定,所以说这段时间愿意去做一些做多的策略
ricardozz
09-11
我开仓了1.0组
$苹果 STRANGLE 250919 PUT 225.0/CALL 227.5$
,买一组苹果的跨式期权,iv目前非常低卖期权已经没有意义了,赚不到钱,双买赌一赌吧
ricardozz
09-05
我开仓了2手
$YINN 20250912 49.0 CALL$
,长期做空yinn,不认为有大的向上空间空间,多头空间有限,所以在49元做空
ricardozz
09-05
我平仓了15手
$MET.HK 20250905 97.50 PUT$
,认为美团目前到了比较低的位置 ,当前虽然遇到了非常巨大的挑战 ,但美团还是能活过来的认为,可哟逢低布局一些当然风险很高
ricardozz
09-05
我平仓了2手
$BABA 20250912 134.0 PUT$
,平仓认输,,最近水平太差了,天天挨打,多空一起跌哈哈,uvix和美股持仓同时下跌也是少见
ricardozz
09-02
我开仓了2手
$LULU 20250905 160.0 PUT$
,小仓位sellput lulu,不确定性很好,是觉得他的跌幅空间有限,目前iv高于实际iv跌下来我也会持续滚仓,
ricardozz
09-02
我开仓了16手
$UVIX 20250905 13.0 PUT$
,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高
ricardozz
09-02
我平仓了639.0股
$两倍做多波动率指数期货ETF(UVIX)$
,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高
去老虎APP查看更多动态
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美团点评第一刀妹","starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":480357936120016,"gmtCreate":1758299048936,"gmtModify":1758583095106,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4175929240594402","authorIdStr":"4175929240594402"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/MSTR 20250926 310.0 PUT\">$MSTR 20250926 310.0 PUT$ </a>,做多mstr因为当前波动率还算合理,盈亏比比较合算,310低于目前10%有安全性,","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/MSTR 20250926 310.0 PUT\">$MSTR 20250926 310.0 PUT$ </a>,做多mstr因为当前波动率还算合理,盈亏比比较合算,310低于目前10%有安全性,","text":"我开仓了1手$MSTR 20250926 310.0 PUT$ ,做多mstr因为当前波动率还算合理,盈亏比比较合算,310低于目前10%有安全性,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480357936120016","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479989551141072,"gmtCreate":1758209111197,"gmtModify":1758356858020,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4175929240594402","authorIdStr":"4175929240594402"},"themes":[],"htmlText":"我开仓了25手<a href=\"https://laohu8.com/OPT/INTC 20250919 35.0 CALL\">$INTC 20250919 35.0 CALL$ </a>,不认为英特尔会继续上涨的空间,英伟达的报价只有24美元我觉得是市场过度炒作,就算涨破了我也继续做","listText":"我开仓了25手<a href=\"https://laohu8.com/OPT/INTC 20250919 35.0 CALL\">$INTC 20250919 35.0 CALL$ </a>,不认为英特尔会继续上涨的空间,英伟达的报价只有24美元我觉得是市场过度炒作,就算涨破了我也继续做","text":"我开仓了25手$INTC 20250919 35.0 CALL$ 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href=\"https://laohu8.com/OPT/TSLA 20250919 450.0 CALL\">$TSLA 20250919 450.0 CALL$ </a>,做空了特斯拉 做的sellcall不看好特斯拉回来当前情况下短期内继续拉升,如果拉升的话我会滚仓","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20250919 450.0 CALL\">$TSLA 20250919 450.0 CALL$ </a>,做空了特斯拉 做的sellcall不看好特斯拉回来当前情况下短期内继续拉升,如果拉升的话我会滚仓","text":"我开仓了1手$TSLA 20250919 450.0 CALL$ ,做空了特斯拉 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href=\"https://laohu8.com/OPT/AAPL 20250919 225.0 PUT BUY 1 | AAPL 20250919 227.5 CALL BUY 1\">$苹果 STRANGLE 250919 PUT 225.0/CALL 227.5$ </a>,买一组苹果的跨式期权,iv目前非常低卖期权已经没有意义了,赚不到钱,双买赌一赌吧","listText":"我开仓了1.0组<a href=\"https://laohu8.com/OPT/AAPL 20250919 225.0 PUT BUY 1 | AAPL 20250919 227.5 CALL BUY 1\">$苹果 STRANGLE 250919 PUT 225.0/CALL 227.5$ </a>,买一组苹果的跨式期权,iv目前非常低卖期权已经没有意义了,赚不到钱,双买赌一赌吧","text":"我开仓了1.0组$苹果 STRANGLE 250919 PUT 225.0/CALL 227.5$ ,买一组苹果的跨式期权,iv目前非常低卖期权已经没有意义了,赚不到钱,双买赌一赌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477471913484840","isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475447529652224,"gmtCreate":1757079728407,"gmtModify":1757747323896,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4175929240594402","authorIdStr":"4175929240594402"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/YINN 20250912 49.0 CALL\">$YINN 20250912 49.0 CALL$ </a>,长期做空yinn,不认为有大的向上空间空间,多头空间有限,所以在49元做空","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/YINN 20250912 49.0 CALL\">$YINN 20250912 49.0 CALL$ </a>,长期做空yinn,不认为有大的向上空间空间,多头空间有限,所以在49元做空","text":"我开仓了2手$YINN 20250912 49.0 CALL$ ,长期做空yinn,不认为有大的向上空间空间,多头空间有限,所以在49元做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475447529652224","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475436863664680,"gmtCreate":1757076739678,"gmtModify":1757077457983,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4175929240594402","authorIdStr":"4175929240594402"},"themes":[],"htmlText":"我平仓了15手<a href=\"https://laohu8.com/OPT/MET.HK 20250905 97.50 PUT\">$MET.HK 20250905 97.50 PUT$ </a>,认为美团目前到了比较低的位置 ,当前虽然遇到了非常巨大的挑战 ,但美团还是能活过来的认为,可哟逢低布局一些当然风险很高","listText":"我平仓了15手<a href=\"https://laohu8.com/OPT/MET.HK 20250905 97.50 PUT\">$MET.HK 20250905 97.50 PUT$ </a>,认为美团目前到了比较低的位置 ,当前虽然遇到了非常巨大的挑战 ,但美团还是能活过来的认为,可哟逢低布局一些当然风险很高","text":"我平仓了15手$MET.HK 20250905 97.50 PUT$ ,认为美团目前到了比较低的位置 ,当前虽然遇到了非常巨大的挑战 ,但美团还是能活过来的认为,可哟逢低布局一些当然风险很高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475436863664680","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475359033131352,"gmtCreate":1757058115772,"gmtModify":1757059513511,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4175929240594402","authorIdStr":"4175929240594402"},"themes":[],"htmlText":"我平仓了2手<a href=\"https://laohu8.com/OPT/BABA 20250912 134.0 PUT\">$BABA 20250912 134.0 PUT$ </a>,平仓认输,,最近水平太差了,天天挨打,多空一起跌哈哈,uvix和美股持仓同时下跌也是少见","listText":"我平仓了2手<a href=\"https://laohu8.com/OPT/BABA 20250912 134.0 PUT\">$BABA 20250912 134.0 PUT$ </a>,平仓认输,,最近水平太差了,天天挨打,多空一起跌哈哈,uvix和美股持仓同时下跌也是少见","text":"我平仓了2手$BABA 20250912 134.0 PUT$ ,平仓认输,,最近水平太差了,天天挨打,多空一起跌哈哈,uvix和美股持仓同时下跌也是少见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475359033131352","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474287230333192,"gmtCreate":1756824486987,"gmtModify":1757147923406,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4175929240594402","authorIdStr":"4175929240594402"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/LULU 20250905 160.0 PUT\">$LULU 20250905 160.0 PUT$ </a>,小仓位sellput lulu,不确定性很好,是觉得他的跌幅空间有限,目前iv高于实际iv跌下来我也会持续滚仓,","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/LULU 20250905 160.0 PUT\">$LULU 20250905 160.0 PUT$ </a>,小仓位sellput lulu,不确定性很好,是觉得他的跌幅空间有限,目前iv高于实际iv跌下来我也会持续滚仓,","text":"我开仓了2手$LULU 20250905 160.0 PUT$ ,小仓位sellput lulu,不确定性很好,是觉得他的跌幅空间有限,目前iv高于实际iv跌下来我也会持续滚仓,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474287230333192","isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474271004926216,"gmtCreate":1756820525706,"gmtModify":1757146380902,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4175929240594402","authorIdStr":"4175929240594402"},"themes":[],"htmlText":"我开仓了16手<a href=\"https://laohu8.com/OPT/UVIX 20250905 13.0 PUT\">$UVIX 20250905 13.0 PUT$ </a>,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高","listText":"我开仓了16手<a href=\"https://laohu8.com/OPT/UVIX 20250905 13.0 PUT\">$UVIX 20250905 13.0 PUT$ </a>,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高","text":"我开仓了16手$UVIX 20250905 13.0 PUT$ ,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/474271004926216","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":8,"crmLevelSwitch":0,"idStr":"4088626949262520","authorIdStr":"4088626949262520"},"content":"uvix太难做了,这个赌的成分太高了[捂脸]","text":"uvix太难做了,这个赌的成分太高了[捂脸]","html":"uvix太难做了,这个赌的成分太高了[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474269530280200,"gmtCreate":1756820165684,"gmtModify":1756894689705,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4175929240594402","authorIdStr":"4175929240594402"},"themes":[],"htmlText":"我平仓了639.0股<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$ </a>,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高","listText":"我平仓了639.0股<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$ </a>,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高","text":"我平仓了639.0股$两倍做多波动率指数期货ETF(UVIX)$ ,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474269530280200","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":427681360106040,"gmtCreate":1745438104817,"gmtModify":1745641803701,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"title":"记录下成功回本","htmlText":"😂整整360天最高亏损295%,今天老虎终于回本了,回本成功,记录一下<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a> <a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 感谢特朗普 <a href=\"https://laohu8.com/OPT/SPY 20250423 527.0 CALL\">$SPY 20250423 527.0 CALL$ </a> ","listText":"😂整整360天最高亏损295%,今天老虎终于回本了,回本成功,记录一下<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a> <a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 感谢特朗普 <a href=\"https://laohu8.com/OPT/SPY 20250423 527.0 CALL\">$SPY 20250423 527.0 CALL$ </a> ","text":"😂整整360天最高亏损295%,今天老虎终于回本了,回本成功,记录一下$奈飞(NFLX)$ $标普500ETF(SPY)$ $霸王茶姬(CHA)$ $特斯拉(TSLA)$ 感谢特朗普 $SPY 20250423 527.0 CALL$","images":[{"img":"https://static.tigerbbs.com/b5c1c8bcdbb127523741fe2526dd316c","width":"974","height":"1317"},{"img":"https://static.tigerbbs.com/aeb4ca2d52e633ea489085f74de3d8d2","width":"974","height":"1058"},{"img":"https://static.tigerbbs.com/9e2d005302555ccd70617ca2fc4ab09e","width":"1080","height":"2400"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":26,"commentSize":11,"repostSize":2,"link":"https://laohu8.com/post/427681360106040","isVote":1,"tweetType":1,"viewCount":24709,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3585214156629643","authorId":"3585214156629643","name":"阳光_2388","avatar":"https://static.tigerbbs.com/4e0037dab9338b58bcbf1c4cb7f13dc9","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3585214156629643","idStr":"3585214156629643"},"content":"一直搞不懂这个收益率怎么算的,特别离谱,看不懂","text":"一直搞不懂这个收益率怎么算的,特别离谱,看不懂","html":"一直搞不懂这个收益率怎么算的,特别离谱,看不懂"}],"imageCount":5,"langContent":"CN","totalScore":0},{"id":430391560012056,"gmtCreate":1746097534365,"gmtModify":1746100584124,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"title":"四月复盘","htmlText":",<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 我好像从来没复盘的习惯,总该记下来。仓单放在尾部 4月是超级动荡的月份:关税战带来的利空、美债突然的暴跌、黄金接近垂直的直角上涨。 我是个Daytrader,一直在交易,每天都在犯错也有做对 因为美股是可以自由交易的市场,其实单纯的利好利空对利润没影响,影响最大的是多变,而这点上特朗普可以说是核弹级人物,可以一天十几条推特,早上利好,中午利空,收盘利空。这让专业交易者发疯 **月初** 关税战带来了巨幅下跌,产生了巨大的亏损。仓位意外的很低,亏损很低,甚至隐隐觉得赚到了。 **月中** 霸王茶姬我用30多万在老虎和10万在富途打新,中了29股(美股打新很难中)。不过在竞价时发现价格在33美元,我认为霸王茶姬的品牌价值、PEG、估值、盈利能力还是值更高的价格,用20个 参与竞价买入了,当然也很快就平仓,收入5000多美元。 随后台积电发布了不错的财报,用我最熟悉的期权策略Sell Put做多了一波,有一点点利润。 **下旬** 黄金涨到了非常离谱的高价3500美元/盎司。当时理智分析还是有过度的恐慌情绪在内,当然我在3300美元时已经非常想做空,但是我知道不可以伸脚拦失控的火车,于是就在模拟盘过手瘾:100张黄金做空,亏归零了(哈哈哈)。在3500美元时我终于下场,用我最熟悉的宽跨期权参与了一笔,收获不错。 **特斯拉暴雷** 上周特斯拉的财报是很糟糕的一笔交易。我用特殊的奇异期权交易了一组类似于看空波","listText":",<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> 我好像从来没复盘的习惯,总该记下来。仓单放在尾部 4月是超级动荡的月份:关税战带来的利空、美债突然的暴跌、黄金接近垂直的直角上涨。 我是个Daytrader,一直在交易,每天都在犯错也有做对 因为美股是可以自由交易的市场,其实单纯的利好利空对利润没影响,影响最大的是多变,而这点上特朗普可以说是核弹级人物,可以一天十几条推特,早上利好,中午利空,收盘利空。这让专业交易者发疯 **月初** 关税战带来了巨幅下跌,产生了巨大的亏损。仓位意外的很低,亏损很低,甚至隐隐觉得赚到了。 **月中** 霸王茶姬我用30多万在老虎和10万在富途打新,中了29股(美股打新很难中)。不过在竞价时发现价格在33美元,我认为霸王茶姬的品牌价值、PEG、估值、盈利能力还是值更高的价格,用20个 参与竞价买入了,当然也很快就平仓,收入5000多美元。 随后台积电发布了不错的财报,用我最熟悉的期权策略Sell Put做多了一波,有一点点利润。 **下旬** 黄金涨到了非常离谱的高价3500美元/盎司。当时理智分析还是有过度的恐慌情绪在内,当然我在3300美元时已经非常想做空,但是我知道不可以伸脚拦失控的火车,于是就在模拟盘过手瘾:100张黄金做空,亏归零了(哈哈哈)。在3500美元时我终于下场,用我最熟悉的宽跨期权参与了一笔,收获不错。 **特斯拉暴雷** 上周特斯拉的财报是很糟糕的一笔交易。我用特殊的奇异期权交易了一组类似于看空波","text":",$特斯拉(TSLA)$ $小鹏汽车(XPEV)$ 我好像从来没复盘的习惯,总该记下来。仓单放在尾部 4月是超级动荡的月份:关税战带来的利空、美债突然的暴跌、黄金接近垂直的直角上涨。 我是个Daytrader,一直在交易,每天都在犯错也有做对 因为美股是可以自由交易的市场,其实单纯的利好利空对利润没影响,影响最大的是多变,而这点上特朗普可以说是核弹级人物,可以一天十几条推特,早上利好,中午利空,收盘利空。这让专业交易者发疯 **月初** 关税战带来了巨幅下跌,产生了巨大的亏损。仓位意外的很低,亏损很低,甚至隐隐觉得赚到了。 **月中** 霸王茶姬我用30多万在老虎和10万在富途打新,中了29股(美股打新很难中)。不过在竞价时发现价格在33美元,我认为霸王茶姬的品牌价值、PEG、估值、盈利能力还是值更高的价格,用20个 参与竞价买入了,当然也很快就平仓,收入5000多美元。 随后台积电发布了不错的财报,用我最熟悉的期权策略Sell Put做多了一波,有一点点利润。 **下旬** 黄金涨到了非常离谱的高价3500美元/盎司。当时理智分析还是有过度的恐慌情绪在内,当然我在3300美元时已经非常想做空,但是我知道不可以伸脚拦失控的火车,于是就在模拟盘过手瘾:100张黄金做空,亏归零了(哈哈哈)。在3500美元时我终于下场,用我最熟悉的宽跨期权参与了一笔,收获不错。 **特斯拉暴雷** 上周特斯拉的财报是很糟糕的一笔交易。我用特殊的奇异期权交易了一组类似于看空波","images":[{"img":"https://static.tigerbbs.com/4b959c03e89c3a02475e9d68dbe823b3","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/eef0512e44ce216525f21ab75aac18df","width":"974","height":"1058"},{"img":"https://static.tigerbbs.com/5bbc2111b0d9373883c975c90f1b330e","width":"974","height":"1373"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430391560012056","isVote":1,"tweetType":1,"viewCount":14515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},{"id":479693551358664,"gmtCreate":1758136965693,"gmtModify":1758145512377,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/SPY 20250918 661.0 PUT\">$SPY 20250918 661.0 PUT$ </a>,交易随手赌一波spy标普指数,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/SPY 20250918 661.0 PUT\">$SPY 20250918 661.0 PUT$ </a>,交易随手赌一波spy标普指数,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,","text":"我开仓了2手$SPY 20250918 661.0 PUT$ ,交易随手赌一波spy标普指数,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479693551358664","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479693762810240,"gmtCreate":1758136898724,"gmtModify":1758145511233,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"htmlText":"我平仓了2手<a href=\"https://laohu8.com/OPT/GLD 20250922 339.0 PUT\">$GLD 20250922 339.0 PUT$ </a>,交易随手赌一波黄金,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,","listText":"我平仓了2手<a href=\"https://laohu8.com/OPT/GLD 20250922 339.0 PUT\">$GLD 20250922 339.0 PUT$ </a>,交易随手赌一波黄金,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,","text":"我平仓了2手$GLD 20250922 339.0 PUT$ ,交易随手赌一波黄金,行情,目前看卖飞了,但是就这样吧当玩了 ,持续看美股风险加大,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479693762810240","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378259923022256,"gmtCreate":1733391343313,"gmtModify":1733392059902,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"title":"毛戈平IPO申购火爆超1477亿,毛戈平IPO火爆背后的逻辑与风险分析!","htmlText":"近日,“国货美妆第一股”毛戈平正式启动港股IPO认购,短短数日吸引了超过1300亿港元资金涌入,成为近期港股打新的“顶流”。如此火热的背后,折射出什么样的市场逻辑?对于普通投资者来说,这次打新值得参与吗?本文将从行业背景、公司亮点、风险因素和打新策略四个方面为您解析。 一、行业背景:国货美妆赛道的黄金期 近年来,国货美妆品牌凭借性价比优势和本土文化认同崛起,市场规模持续扩张。据相关数据显示,中国美妆市场预计将在2025年达到5000亿元的规模,复合年增长率约为13%。 消费升级:消费者更倾向于购买高品质、高颜值的美妆产品。 渠道多元化:抖音、小红书等社交平台推动了国货品牌的传播。 毛戈平以高端美妆定位和“东方妆容美学”的差异化打法切入市场,成功在竞争激烈的赛道中站稳脚跟。 二、毛戈平的核心亮点 品牌价值强:美妆界的“奢侈品”定位 毛戈平专注于高端线,单品均价远高于普通国货美妆品牌,凭借粉膏、定妆粉等明星产品打造了优质的品牌形象,在高端市场独树一帜。 财务数据亮眼:高毛利率驱动 2022年毛戈平的毛利率接近80%,超越大部分国际美妆巨头,这得益于其产品高溢价能力和精准的市场定位。 “化妆大师”IP背书 毛戈平创始人兼品牌灵魂人物毛戈平老师,是中国知名化妆师,其个人IP赋予品牌更强的文化辨识度和市场号召力。 募资用途清晰 本次募资计划用于扩展线下门店和研发,强化品牌竞争力,进一步占领高端市场份额。 五、总结 毛戈平IPO的火爆申购热度,既源于其品牌稀缺性和赛道成长性,也反映出投资者对优质国货企业的强烈信心。然而,在参与打新的同时,需警惕估值压力和市场波动可能带来的风险。 对于普通投资者而言,保持理性,做好风险控制,以适当比例参与或许是最佳策略。毕竟,IPO打新虽有高回报,但也需要足够的市场洞察力和风险承受力。","listText":"近日,“国货美妆第一股”毛戈平正式启动港股IPO认购,短短数日吸引了超过1300亿港元资金涌入,成为近期港股打新的“顶流”。如此火热的背后,折射出什么样的市场逻辑?对于普通投资者来说,这次打新值得参与吗?本文将从行业背景、公司亮点、风险因素和打新策略四个方面为您解析。 一、行业背景:国货美妆赛道的黄金期 近年来,国货美妆品牌凭借性价比优势和本土文化认同崛起,市场规模持续扩张。据相关数据显示,中国美妆市场预计将在2025年达到5000亿元的规模,复合年增长率约为13%。 消费升级:消费者更倾向于购买高品质、高颜值的美妆产品。 渠道多元化:抖音、小红书等社交平台推动了国货品牌的传播。 毛戈平以高端美妆定位和“东方妆容美学”的差异化打法切入市场,成功在竞争激烈的赛道中站稳脚跟。 二、毛戈平的核心亮点 品牌价值强:美妆界的“奢侈品”定位 毛戈平专注于高端线,单品均价远高于普通国货美妆品牌,凭借粉膏、定妆粉等明星产品打造了优质的品牌形象,在高端市场独树一帜。 财务数据亮眼:高毛利率驱动 2022年毛戈平的毛利率接近80%,超越大部分国际美妆巨头,这得益于其产品高溢价能力和精准的市场定位。 “化妆大师”IP背书 毛戈平创始人兼品牌灵魂人物毛戈平老师,是中国知名化妆师,其个人IP赋予品牌更强的文化辨识度和市场号召力。 募资用途清晰 本次募资计划用于扩展线下门店和研发,强化品牌竞争力,进一步占领高端市场份额。 五、总结 毛戈平IPO的火爆申购热度,既源于其品牌稀缺性和赛道成长性,也反映出投资者对优质国货企业的强烈信心。然而,在参与打新的同时,需警惕估值压力和市场波动可能带来的风险。 对于普通投资者而言,保持理性,做好风险控制,以适当比例参与或许是最佳策略。毕竟,IPO打新虽有高回报,但也需要足够的市场洞察力和风险承受力。","text":"近日,“国货美妆第一股”毛戈平正式启动港股IPO认购,短短数日吸引了超过1300亿港元资金涌入,成为近期港股打新的“顶流”。如此火热的背后,折射出什么样的市场逻辑?对于普通投资者来说,这次打新值得参与吗?本文将从行业背景、公司亮点、风险因素和打新策略四个方面为您解析。 一、行业背景:国货美妆赛道的黄金期 近年来,国货美妆品牌凭借性价比优势和本土文化认同崛起,市场规模持续扩张。据相关数据显示,中国美妆市场预计将在2025年达到5000亿元的规模,复合年增长率约为13%。 消费升级:消费者更倾向于购买高品质、高颜值的美妆产品。 渠道多元化:抖音、小红书等社交平台推动了国货品牌的传播。 毛戈平以高端美妆定位和“东方妆容美学”的差异化打法切入市场,成功在竞争激烈的赛道中站稳脚跟。 二、毛戈平的核心亮点 品牌价值强:美妆界的“奢侈品”定位 毛戈平专注于高端线,单品均价远高于普通国货美妆品牌,凭借粉膏、定妆粉等明星产品打造了优质的品牌形象,在高端市场独树一帜。 财务数据亮眼:高毛利率驱动 2022年毛戈平的毛利率接近80%,超越大部分国际美妆巨头,这得益于其产品高溢价能力和精准的市场定位。 “化妆大师”IP背书 毛戈平创始人兼品牌灵魂人物毛戈平老师,是中国知名化妆师,其个人IP赋予品牌更强的文化辨识度和市场号召力。 募资用途清晰 本次募资计划用于扩展线下门店和研发,强化品牌竞争力,进一步占领高端市场份额。 五、总结 毛戈平IPO的火爆申购热度,既源于其品牌稀缺性和赛道成长性,也反映出投资者对优质国货企业的强烈信心。然而,在参与打新的同时,需警惕估值压力和市场波动可能带来的风险。 对于普通投资者而言,保持理性,做好风险控制,以适当比例参与或许是最佳策略。毕竟,IPO打新虽有高回报,但也需要足够的市场洞察力和风险承受力。","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/378259923022256","isVote":2,"tweetType":1,"viewCount":11058,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3598,"gmtBegin":1733391343310,"gmtEnd":1733996094634,"type":1,"upper":1,"title":"毛戈平上市后股价变动情况","choices":[{"id":12765,"sort":1,"name":"涨幅大于20%","userSize":24,"voted":false},{"id":12766,"sort":2,"name":"涨幅大于10%","userSize":12,"voted":false},{"id":12767,"sort":3,"name":"涨幅大于50%","userSize":12,"voted":false},{"id":12768,"sort":4,"name":"下跌","userSize":17,"voted":false}]},"comments":[{"author":{"id":"3579612413176972","authorId":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/cec755333c5c72f85e4c5dd5080490c8","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3579612413176972","idStr":"3579612413176972"},"content":"这么多人选20%+","text":"这么多人选20%+","html":"这么多人选20%+"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479989551141072,"gmtCreate":1758209111197,"gmtModify":1758356858020,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"htmlText":"我开仓了25手<a href=\"https://laohu8.com/OPT/INTC 20250919 35.0 CALL\">$INTC 20250919 35.0 CALL$ </a>,不认为英特尔会继续上涨的空间,英伟达的报价只有24美元我觉得是市场过度炒作,就算涨破了我也继续做","listText":"我开仓了25手<a href=\"https://laohu8.com/OPT/INTC 20250919 35.0 CALL\">$INTC 20250919 35.0 CALL$ </a>,不认为英特尔会继续上涨的空间,英伟达的报价只有24美元我觉得是市场过度炒作,就算涨破了我也继续做","text":"我开仓了25手$INTC 20250919 35.0 CALL$ ,不认为英特尔会继续上涨的空间,英伟达的报价只有24美元我觉得是市场过度炒作,就算涨破了我也继续做","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/479989551141072","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010330","authorId":"10000000000010330","name":"守的云开见日月","avatar":"https://static.tigerbbs.com/077c9741330a77a132d48c1f9ae3264c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010330","idStr":"10000000000010330"},"content":"英特尔这波反弹有点悬啊","text":"英特尔这波反弹有点悬啊","html":"英特尔这波反弹有点悬啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440545593643896,"gmtCreate":1748593769822,"gmtModify":1748599390707,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"title":"复盘五月","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"1\"></v-v> 这个月做错了很多笔糟糕的交易,也做对了一些交易 本月收益好像基本都是运气赚的。 除了宁德时代,当时宁德时代溢价太高了,而且本身a股也很虚高,新能源行业也有回调需求,宁德时代算是比较确定的一个收益 亏损有非常多做错的, 我一直喜欢买spy末日期权抽彩票,算是一个爱好,本月抽了1百张 全亏了😭我运气太差了 unh的话错误预判了unh的行情 错误自负的做空了7张, 其实unh当时有市场消息 <a href=\"https://laohu8.com/U/4180166186786772\">索罗斯</a>抄底了,高管增持,虽然我心中有利空的理由,但是市场上有很多跟风抄底资金,我应该尊重市场规律 还有一笔大错误是mstr,当时我觉得比特币比较安全 ,mstr很久没有上涨,错误的做多了mstr结果一天跌了7500美元 ,我拿了3张sell put 就这样吧,6月或者至少下周我觉得要低仓位空仓为好,很多时候,愿意空仓才是高手","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> <a href=\"https://laohu8.com/S/03750\">$宁德时代(03750)$ </a> <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"1\"></v-v> 这个月做错了很多笔糟糕的交易,也做对了一些交易 本月收益好像基本都是运气赚的。 除了宁德时代,当时宁德时代溢价太高了,而且本身a股也很虚高,新能源行业也有回调需求,宁德时代算是比较确定的一个收益 亏损有非常多做错的, 我一直喜欢买spy末日期权抽彩票,算是一个爱好,本月抽了1百张 全亏了😭我运气太差了 unh的话错误预判了unh的行情 错误自负的做空了7张, 其实unh当时有市场消息 <a href=\"https://laohu8.com/U/4180166186786772\">索罗斯</a>抄底了,高管增持,虽然我心中有利空的理由,但是市场上有很多跟风抄底资金,我应该尊重市场规律 还有一笔大错误是mstr,当时我觉得比特币比较安全 ,mstr很久没有上涨,错误的做多了mstr结果一天跌了7500美元 ,我拿了3张sell put 就这样吧,6月或者至少下周我觉得要低仓位空仓为好,很多时候,愿意空仓才是高手","text":"$特斯拉(TSLA)$ $宁德时代(03750)$ $美团-W(03690)$ 这个月做错了很多笔糟糕的交易,也做对了一些交易 本月收益好像基本都是运气赚的。 除了宁德时代,当时宁德时代溢价太高了,而且本身a股也很虚高,新能源行业也有回调需求,宁德时代算是比较确定的一个收益 亏损有非常多做错的, 我一直喜欢买spy末日期权抽彩票,算是一个爱好,本月抽了1百张 全亏了😭我运气太差了 unh的话错误预判了unh的行情 错误自负的做空了7张, 其实unh当时有市场消息 索罗斯抄底了,高管增持,虽然我心中有利空的理由,但是市场上有很多跟风抄底资金,我应该尊重市场规律 还有一笔大错误是mstr,当时我觉得比特币比较安全 ,mstr很久没有上涨,错误的做多了mstr结果一天跌了7500美元 ,我拿了3张sell put 就这样吧,6月或者至少下周我觉得要低仓位空仓为好,很多时候,愿意空仓才是高手","images":[{"img":"https://static.tigerbbs.com/80d655ef756d420450aeea9657204854","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/8fe7fda17a18990db359a3bc3c8ee503","width":"974","height":"1010"},{"img":"https://static.tigerbbs.com/80d655ef756d420450aeea9657204854","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/440545593643896","isVote":1,"tweetType":1,"viewCount":10514,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4088626949262520","idStr":"4088626949262520"},"content":"你这已经很强了好吧,近5日都快翻倍了,美团的那几手做得是真漂亮啊,但是末日期权其实很难做的。而且还养成复盘的习惯,关注一手,希望后面能多交流","text":"你这已经很强了好吧,近5日都快翻倍了,美团的那几手做得是真漂亮啊,但是末日期权其实很难做的。而且还养成复盘的习惯,关注一手,希望后面能多交流","html":"你这已经很强了好吧,近5日都快翻倍了,美团的那几手做得是真漂亮啊,但是末日期权其实很难做的。而且还养成复盘的习惯,关注一手,希望后面能多交流"}],"imageCount":8,"langContent":"CN","totalScore":0},{"id":457718583517208,"gmtCreate":1752784492725,"gmtModify":1752785751863,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"title":"奈飞当下问题:过高估值 ","htmlText":"奈飞无疑是流媒体领域的标杆企业,拥有强大的内容引擎、全球化的用户基础、领先的技术平台和显著的品牌效应。其颠覆传统媒体模式、持续产出爆款内容的能力,以及向广告模式和密码共享打击要效益的战略执行力,均证明了其优秀的运营管理能力。 然而,核心矛盾在于:当前股价已充分甚至过度反映了其卓越基本面和未来增长预期,估值处于高位,导致上行空间受限,对边际利好消息敏感度降低,下行风险相对增大 估值高企的支撑点与脆弱性 1. 增长预期已打满:市场当前定价隐含了对奈飞未来数年用户增长(尤其在饱和的欧美市场之外)、ARPU提升(广告层、打击共享、涨价)、经营杠杆释放(利润率持续改善)的极高预期。任何低于预期的季度业绩(用户增长、收入、利润率指引)都可能引发显著的估值回调。 2. 竞争格局持续高压:迪士尼 (Disney+)、华纳兄弟探索 (Max)、亚马逊 (Prime Video)、苹果 (Apple TV+) 等巨头在内容投入和捆绑策略上持续加码。尽管奈飞目前仍具优势,但竞争加剧持续侵蚀行业整体盈利能力,并提高了用户获取与留存成本。市场对奈飞能否长期维持其领先地位并实现预期中的高利润率存有疑虑。 3. 内容投入的“双刃剑”效应:内容是奈飞的核心护城河,但也是巨大的成本中心。维持全球吸引力需要持续、巨额的内容投入。虽然公司已展现提升内容投资效率的能力,但爆款的不确定性、制作成本通胀以及用户口味多变,使得高额投入的回报率(ROIC)能否持续支撑当前估值面临挑战。市场需要看到内容投入转化为持续、强劲的自由现金流(FCF)增长。4. 宏观环境与用户价格敏感度:全球宏观经济不确定性可能影响消费者在娱乐订阅上的支出意愿。奈飞作为相对高价的服务(尤其在叠加了广告层后提价),其用户增长和留存可能比低价或捆绑服务面临更大压力。 我认可奈飞的商业模式、管理能力和行业领导地位。但基于当前估值水平,其风险","listText":"奈飞无疑是流媒体领域的标杆企业,拥有强大的内容引擎、全球化的用户基础、领先的技术平台和显著的品牌效应。其颠覆传统媒体模式、持续产出爆款内容的能力,以及向广告模式和密码共享打击要效益的战略执行力,均证明了其优秀的运营管理能力。 然而,核心矛盾在于:当前股价已充分甚至过度反映了其卓越基本面和未来增长预期,估值处于高位,导致上行空间受限,对边际利好消息敏感度降低,下行风险相对增大 估值高企的支撑点与脆弱性 1. 增长预期已打满:市场当前定价隐含了对奈飞未来数年用户增长(尤其在饱和的欧美市场之外)、ARPU提升(广告层、打击共享、涨价)、经营杠杆释放(利润率持续改善)的极高预期。任何低于预期的季度业绩(用户增长、收入、利润率指引)都可能引发显著的估值回调。 2. 竞争格局持续高压:迪士尼 (Disney+)、华纳兄弟探索 (Max)、亚马逊 (Prime Video)、苹果 (Apple TV+) 等巨头在内容投入和捆绑策略上持续加码。尽管奈飞目前仍具优势,但竞争加剧持续侵蚀行业整体盈利能力,并提高了用户获取与留存成本。市场对奈飞能否长期维持其领先地位并实现预期中的高利润率存有疑虑。 3. 内容投入的“双刃剑”效应:内容是奈飞的核心护城河,但也是巨大的成本中心。维持全球吸引力需要持续、巨额的内容投入。虽然公司已展现提升内容投资效率的能力,但爆款的不确定性、制作成本通胀以及用户口味多变,使得高额投入的回报率(ROIC)能否持续支撑当前估值面临挑战。市场需要看到内容投入转化为持续、强劲的自由现金流(FCF)增长。4. 宏观环境与用户价格敏感度:全球宏观经济不确定性可能影响消费者在娱乐订阅上的支出意愿。奈飞作为相对高价的服务(尤其在叠加了广告层后提价),其用户增长和留存可能比低价或捆绑服务面临更大压力。 我认可奈飞的商业模式、管理能力和行业领导地位。但基于当前估值水平,其风险","text":"奈飞无疑是流媒体领域的标杆企业,拥有强大的内容引擎、全球化的用户基础、领先的技术平台和显著的品牌效应。其颠覆传统媒体模式、持续产出爆款内容的能力,以及向广告模式和密码共享打击要效益的战略执行力,均证明了其优秀的运营管理能力。 然而,核心矛盾在于:当前股价已充分甚至过度反映了其卓越基本面和未来增长预期,估值处于高位,导致上行空间受限,对边际利好消息敏感度降低,下行风险相对增大 估值高企的支撑点与脆弱性 1. 增长预期已打满:市场当前定价隐含了对奈飞未来数年用户增长(尤其在饱和的欧美市场之外)、ARPU提升(广告层、打击共享、涨价)、经营杠杆释放(利润率持续改善)的极高预期。任何低于预期的季度业绩(用户增长、收入、利润率指引)都可能引发显著的估值回调。 2. 竞争格局持续高压:迪士尼 (Disney+)、华纳兄弟探索 (Max)、亚马逊 (Prime Video)、苹果 (Apple TV+) 等巨头在内容投入和捆绑策略上持续加码。尽管奈飞目前仍具优势,但竞争加剧持续侵蚀行业整体盈利能力,并提高了用户获取与留存成本。市场对奈飞能否长期维持其领先地位并实现预期中的高利润率存有疑虑。 3. 内容投入的“双刃剑”效应:内容是奈飞的核心护城河,但也是巨大的成本中心。维持全球吸引力需要持续、巨额的内容投入。虽然公司已展现提升内容投资效率的能力,但爆款的不确定性、制作成本通胀以及用户口味多变,使得高额投入的回报率(ROIC)能否持续支撑当前估值面临挑战。市场需要看到内容投入转化为持续、强劲的自由现金流(FCF)增长。4. 宏观环境与用户价格敏感度:全球宏观经济不确定性可能影响消费者在娱乐订阅上的支出意愿。奈飞作为相对高价的服务(尤其在叠加了广告层后提价),其用户增长和留存可能比低价或捆绑服务面临更大压力。 我认可奈飞的商业模式、管理能力和行业领导地位。但基于当前估值水平,其风险","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/457718583517208","isVote":1,"tweetType":1,"viewCount":16968,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010484","idStr":"10000000000010484"},"content":"奈飞Q2财报看完就一个感觉:这公司是真稳!老板们在电话会上笑得合不拢嘴,收入利润双上涨,广告业务更是要翻倍。","text":"奈飞Q2财报看完就一个感觉:这公司是真稳!老板们在电话会上笑得合不拢嘴,收入利润双上涨,广告业务更是要翻倍。","html":"奈飞Q2财报看完就一个感觉:这公司是真稳!老板们在电话会上笑得合不拢嘴,收入利润双上涨,广告业务更是要翻倍。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474271004926216,"gmtCreate":1756820525706,"gmtModify":1757146380902,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"htmlText":"我开仓了16手<a href=\"https://laohu8.com/OPT/UVIX 20250905 13.0 PUT\">$UVIX 20250905 13.0 PUT$ </a>,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高","listText":"我开仓了16手<a href=\"https://laohu8.com/OPT/UVIX 20250905 13.0 PUT\">$UVIX 20250905 13.0 PUT$ </a>,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高","text":"我开仓了16手$UVIX 20250905 13.0 PUT$ ,平仓了手里的uvix,接着做sellput 和uvix死扛到底准备,不建议大家跟,风险比较大性价比不高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/474271004926216","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4088626949262520","idStr":"4088626949262520"},"content":"uvix太难做了,这个赌的成分太高了[捂脸]","text":"uvix太难做了,这个赌的成分太高了[捂脸]","html":"uvix太难做了,这个赌的成分太高了[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381039837552824,"gmtCreate":1734058251395,"gmtModify":1734058984765,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"title":"草姬集团IPO:高认购热潮背后,是否也不要忘记风险","htmlText":"近日,港股市场再次掀起打新热潮。继毛戈平新股上市大涨90%后,草姬集团的IPO认购倍数迅速冲高,首日公配认购甚至飙升至800倍。尽管这一数字令人瞩目,但其背后的实际价值与风险却值得冷静分析。 草姬集团的基本面解析 草姬集团是香港本地一家专注于保健品业务的公司,其知名度在香港可谓家喻户晓。然而,由于业务未向内地扩展,许多内地投资者对其了解较少。 公司创办人郭致因是TVB艺人郭晋安的姐姐,而郭晋安不仅是草姬集团的非执行董事,同时也是其品牌代言人。在香港市场,郭晋安的明星效应为公司提供了一定的市场影响力。 根据招股书披露,草姬集团的毛利率表现优异:2021年至2024年上半年,毛利率均维持在72%-74%左右,抗衰老产品毛利率甚至高达84.9%。然而,值得注意的是,公司高毛利的背后是居高不下的销售成本。2021年至2023年,销售费用占收入比例分别为46%、45.1%和42.4%。 此外,草姬集团的营收结构较为单一,对某一大客户(市场猜测可能为万宁)的依赖程度较高。单一客户贡献超过四成的收入,显著增加了公司的业务风险。 IPO定价与估值 草姬集团此次IPO的发行价区间为3.75至4.15港元,市盈率(PE)约为13-14.4倍。在同类公司中,这一估值并不算便宜。再结合草姬集团的业绩基础和单一客户风险,投资价值显得较为一般。 从筹码结构来看,此次IPO公开发行333.36万股,800股一手。即使按50%的回拨比例计算,乙组投资者中签机会较低,仅具“摸奖”性质。 保荐人及市场情绪 草姬集团此次的保荐人为农银国际,其过往保荐项目的表现不佳。例如,方舟健客上市首日暴跌44.62%,让投资者对农银国际的保荐能力心存疑虑。此外,本次IPO未设置绿鞋机制(超额配售选择权),在市场波动中,股票价格的稳定性可能受到挑战。 尽管基石投资者占比为21.3%,为IPO带来一定信心,但整体筹码分布与缺乏绿","listText":"近日,港股市场再次掀起打新热潮。继毛戈平新股上市大涨90%后,草姬集团的IPO认购倍数迅速冲高,首日公配认购甚至飙升至800倍。尽管这一数字令人瞩目,但其背后的实际价值与风险却值得冷静分析。 草姬集团的基本面解析 草姬集团是香港本地一家专注于保健品业务的公司,其知名度在香港可谓家喻户晓。然而,由于业务未向内地扩展,许多内地投资者对其了解较少。 公司创办人郭致因是TVB艺人郭晋安的姐姐,而郭晋安不仅是草姬集团的非执行董事,同时也是其品牌代言人。在香港市场,郭晋安的明星效应为公司提供了一定的市场影响力。 根据招股书披露,草姬集团的毛利率表现优异:2021年至2024年上半年,毛利率均维持在72%-74%左右,抗衰老产品毛利率甚至高达84.9%。然而,值得注意的是,公司高毛利的背后是居高不下的销售成本。2021年至2023年,销售费用占收入比例分别为46%、45.1%和42.4%。 此外,草姬集团的营收结构较为单一,对某一大客户(市场猜测可能为万宁)的依赖程度较高。单一客户贡献超过四成的收入,显著增加了公司的业务风险。 IPO定价与估值 草姬集团此次IPO的发行价区间为3.75至4.15港元,市盈率(PE)约为13-14.4倍。在同类公司中,这一估值并不算便宜。再结合草姬集团的业绩基础和单一客户风险,投资价值显得较为一般。 从筹码结构来看,此次IPO公开发行333.36万股,800股一手。即使按50%的回拨比例计算,乙组投资者中签机会较低,仅具“摸奖”性质。 保荐人及市场情绪 草姬集团此次的保荐人为农银国际,其过往保荐项目的表现不佳。例如,方舟健客上市首日暴跌44.62%,让投资者对农银国际的保荐能力心存疑虑。此外,本次IPO未设置绿鞋机制(超额配售选择权),在市场波动中,股票价格的稳定性可能受到挑战。 尽管基石投资者占比为21.3%,为IPO带来一定信心,但整体筹码分布与缺乏绿","text":"近日,港股市场再次掀起打新热潮。继毛戈平新股上市大涨90%后,草姬集团的IPO认购倍数迅速冲高,首日公配认购甚至飙升至800倍。尽管这一数字令人瞩目,但其背后的实际价值与风险却值得冷静分析。 草姬集团的基本面解析 草姬集团是香港本地一家专注于保健品业务的公司,其知名度在香港可谓家喻户晓。然而,由于业务未向内地扩展,许多内地投资者对其了解较少。 公司创办人郭致因是TVB艺人郭晋安的姐姐,而郭晋安不仅是草姬集团的非执行董事,同时也是其品牌代言人。在香港市场,郭晋安的明星效应为公司提供了一定的市场影响力。 根据招股书披露,草姬集团的毛利率表现优异:2021年至2024年上半年,毛利率均维持在72%-74%左右,抗衰老产品毛利率甚至高达84.9%。然而,值得注意的是,公司高毛利的背后是居高不下的销售成本。2021年至2023年,销售费用占收入比例分别为46%、45.1%和42.4%。 此外,草姬集团的营收结构较为单一,对某一大客户(市场猜测可能为万宁)的依赖程度较高。单一客户贡献超过四成的收入,显著增加了公司的业务风险。 IPO定价与估值 草姬集团此次IPO的发行价区间为3.75至4.15港元,市盈率(PE)约为13-14.4倍。在同类公司中,这一估值并不算便宜。再结合草姬集团的业绩基础和单一客户风险,投资价值显得较为一般。 从筹码结构来看,此次IPO公开发行333.36万股,800股一手。即使按50%的回拨比例计算,乙组投资者中签机会较低,仅具“摸奖”性质。 保荐人及市场情绪 草姬集团此次的保荐人为农银国际,其过往保荐项目的表现不佳。例如,方舟健客上市首日暴跌44.62%,让投资者对农银国际的保荐能力心存疑虑。此外,本次IPO未设置绿鞋机制(超额配售选择权),在市场波动中,股票价格的稳定性可能受到挑战。 尽管基石投资者占比为21.3%,为IPO带来一定信心,但整体筹码分布与缺乏绿","images":[{"img":"https://static.tigerbbs.com/c23ec1fa35970a3af47abba5f9755310","width":"1068","height":"1344"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/381039837552824","isVote":2,"tweetType":1,"viewCount":6709,"authorTweetTopStatus":1,"verified":2,"vote":{"id":3612,"gmtBegin":1734058251392,"gmtEnd":1734662835026,"type":1,"upper":1,"title":"草姬集团上市后首日收盘价格是否会涨","choices":[{"id":12837,"sort":1,"name":"会涨20%以上","userSize":53,"voted":false},{"id":12838,"sort":2,"name":"会涨10%以上","userSize":10,"voted":false},{"id":12839,"sort":3,"name":"会跌10%以上","userSize":27,"voted":false}]},"comments":[{"author":{"id":"9000000000000236","authorId":"9000000000000236","name":"又踩雷了","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000236","idStr":"9000000000000236"},"content":"小心風險哦!💔🔍","text":"小心風險哦!💔🔍","html":"小心風險哦!💔🔍"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382153858978200,"gmtCreate":1734343382140,"gmtModify":1734344443144,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"title":"小菜园IPO分析:谨慎看待餐饮行业IPO","htmlText":"当前经济背景与消费行业的挑战 在经济下行与消费降级的周期中,消费行业的IPO项目普遍面临较大压力。以小菜园为例,这家定位于新徽菜时尚连锁餐厅的公司近期启动了IPO计划,但市场对此的反应不一。我们从公司基本面、行业背景、财务状况和IPO细节等多个维度进行分析,探讨其投资价值。 公司概况与定位 小菜园成立于2013年,是中国知名的大众便民中式餐饮直营连锁品牌之一,主打八大菜系之一的徽菜。公司坚持少油少盐的健康理念,招牌菜包括地锅仔鸡、臭鳜鱼等,客单价集中在50-100元区间,属于大众餐饮市场。截至2024年7月,公司已拥有663家直营门店,覆盖14个省份的146个城市。公司计划在2025年和2026年分别新增160家和180家门店,目标是到2026年底实现千店规模。 财务数据与发展潜力 从营收和利润增长来看,小菜园的表现相对稳定。2021年至2023年,公司收入从26.46亿元增长至45.49亿元,净利润从2.27亿元增至5.32亿元,年复合增长率分别为31.13%和53.06%。2024年1-8月,公司营收35.44亿元,同比增长15%;净利润4亿元,同比增长1.5%。 然而,公司上市前进行了大额分红:2021年派息1.5亿元,2023年派息1.35亿元,2024年前四个月又派息1.88亿元。这种上市前集中分红的操作引发了市场对公司资金需求和长期投资回报的担忧。 IPO定价与估值 小菜园本次IPO的市值约为100亿港元,市盈率17.15倍。根据市场预期,2024年和2025年的净利润分别为5.5亿和6.9亿元,对应18倍和14.5倍PE。相比于其他港股餐饮企业,这一估值并不算便宜。与同业的九毛九和呷哺呷哺相比,小菜园的盈利能力更强,但营收规模稍显逊色。 行业风险与经营挑战 门店业绩下滑:尽管公司整体营收和利润持续增长,但门店的客单价、翻台率、同店销售额和经营利润率均有所下降。","listText":"当前经济背景与消费行业的挑战 在经济下行与消费降级的周期中,消费行业的IPO项目普遍面临较大压力。以小菜园为例,这家定位于新徽菜时尚连锁餐厅的公司近期启动了IPO计划,但市场对此的反应不一。我们从公司基本面、行业背景、财务状况和IPO细节等多个维度进行分析,探讨其投资价值。 公司概况与定位 小菜园成立于2013年,是中国知名的大众便民中式餐饮直营连锁品牌之一,主打八大菜系之一的徽菜。公司坚持少油少盐的健康理念,招牌菜包括地锅仔鸡、臭鳜鱼等,客单价集中在50-100元区间,属于大众餐饮市场。截至2024年7月,公司已拥有663家直营门店,覆盖14个省份的146个城市。公司计划在2025年和2026年分别新增160家和180家门店,目标是到2026年底实现千店规模。 财务数据与发展潜力 从营收和利润增长来看,小菜园的表现相对稳定。2021年至2023年,公司收入从26.46亿元增长至45.49亿元,净利润从2.27亿元增至5.32亿元,年复合增长率分别为31.13%和53.06%。2024年1-8月,公司营收35.44亿元,同比增长15%;净利润4亿元,同比增长1.5%。 然而,公司上市前进行了大额分红:2021年派息1.5亿元,2023年派息1.35亿元,2024年前四个月又派息1.88亿元。这种上市前集中分红的操作引发了市场对公司资金需求和长期投资回报的担忧。 IPO定价与估值 小菜园本次IPO的市值约为100亿港元,市盈率17.15倍。根据市场预期,2024年和2025年的净利润分别为5.5亿和6.9亿元,对应18倍和14.5倍PE。相比于其他港股餐饮企业,这一估值并不算便宜。与同业的九毛九和呷哺呷哺相比,小菜园的盈利能力更强,但营收规模稍显逊色。 行业风险与经营挑战 门店业绩下滑:尽管公司整体营收和利润持续增长,但门店的客单价、翻台率、同店销售额和经营利润率均有所下降。","text":"当前经济背景与消费行业的挑战 在经济下行与消费降级的周期中,消费行业的IPO项目普遍面临较大压力。以小菜园为例,这家定位于新徽菜时尚连锁餐厅的公司近期启动了IPO计划,但市场对此的反应不一。我们从公司基本面、行业背景、财务状况和IPO细节等多个维度进行分析,探讨其投资价值。 公司概况与定位 小菜园成立于2013年,是中国知名的大众便民中式餐饮直营连锁品牌之一,主打八大菜系之一的徽菜。公司坚持少油少盐的健康理念,招牌菜包括地锅仔鸡、臭鳜鱼等,客单价集中在50-100元区间,属于大众餐饮市场。截至2024年7月,公司已拥有663家直营门店,覆盖14个省份的146个城市。公司计划在2025年和2026年分别新增160家和180家门店,目标是到2026年底实现千店规模。 财务数据与发展潜力 从营收和利润增长来看,小菜园的表现相对稳定。2021年至2023年,公司收入从26.46亿元增长至45.49亿元,净利润从2.27亿元增至5.32亿元,年复合增长率分别为31.13%和53.06%。2024年1-8月,公司营收35.44亿元,同比增长15%;净利润4亿元,同比增长1.5%。 然而,公司上市前进行了大额分红:2021年派息1.5亿元,2023年派息1.35亿元,2024年前四个月又派息1.88亿元。这种上市前集中分红的操作引发了市场对公司资金需求和长期投资回报的担忧。 IPO定价与估值 小菜园本次IPO的市值约为100亿港元,市盈率17.15倍。根据市场预期,2024年和2025年的净利润分别为5.5亿和6.9亿元,对应18倍和14.5倍PE。相比于其他港股餐饮企业,这一估值并不算便宜。与同业的九毛九和呷哺呷哺相比,小菜园的盈利能力更强,但营收规模稍显逊色。 行业风险与经营挑战 门店业绩下滑:尽管公司整体营收和利润持续增长,但门店的客单价、翻台率、同店销售额和经营利润率均有所下降。","images":[{"img":"https://static.tigerbbs.com/e7a10c2cb268077c7041610243fa52d6","width":"1362","height":"1128"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/382153858978200","isVote":1,"tweetType":1,"viewCount":18925,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000237","authorId":"9000000000000237","name":"有钱就有爱0","avatar":"https://static.tigerbbs.com/858c1ad16a7304f72e6b40cef60e53bc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000237","idStr":"9000000000000237"},"content":"小菜園風險確實不少,觀望爲上","text":"小菜園風險確實不少,觀望爲上","html":"小菜園風險確實不少,觀望爲上"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":425552485421160,"gmtCreate":1744904805769,"gmtModify":1744904810153,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"htmlText":"<a 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核心是不认为英伟达在股价后股票会持续增长过200,概率很大而且即便张过了也不利于长期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/473372243747248","isVote":1,"tweetType":1,"viewCount":11517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479695856664784,"gmtCreate":1758137408444,"gmtModify":1758356857996,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20250919 450.0 CALL\">$TSLA 20250919 450.0 CALL$ </a>,做空了特斯拉 做的sellcall不看好特斯拉回来当前情况下短期内继续拉升,如果拉升的话我会滚仓","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20250919 450.0 CALL\">$TSLA 20250919 450.0 CALL$ </a>,做空了特斯拉 做的sellcall不看好特斯拉回来当前情况下短期内继续拉升,如果拉升的话我会滚仓","text":"我开仓了1手$TSLA 20250919 450.0 CALL$ ,做空了特斯拉 做的sellcall不看好特斯拉回来当前情况下短期内继续拉升,如果拉升的话我会滚仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479695856664784","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":468212093083832,"gmtCreate":1755326528665,"gmtModify":1755328555968,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"htmlText":"我开仓了1500.0股<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$ </a>,接货,做多波动率,如果继续跌我会继续加仓,短期看好波动率加大","listText":"我开仓了1500.0股<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$ 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295-367.5感觉特斯拉目前处在混沌期向上和向下的空间都不高,这种状态下如果股价涨上370美元我愿意接空头仓位继续做空,如果股价跌破295美元我也愿意接正股做多,目前看我认为是合适的策略","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/459796353548608","isVote":1,"tweetType":1,"viewCount":8206,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556107184919133","authorId":"3556107184919133","name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3556107184919133","idStr":"3556107184919133"},"content":"我也做了跨式但是感觉会暴涨暴跌[惊吓]","text":"我也做了跨式但是感觉会暴涨暴跌[惊吓]","html":"我也做了跨式但是感觉会暴涨暴跌[惊吓]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473369688883776,"gmtCreate":1756600662328,"gmtModify":1756605110314,"author":{"id":"4175929240594402","authorId":"4175929240594402","name":"ricardozz","avatar":"https://static.tigerbbs.com/c5c6deb523d136661c008e6cb1235120","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4175929240594402","idStr":"4175929240594402"},"themes":[],"htmlText":"我平仓了25手<a 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