少一点真诚，多一点套路

$苹果(AAPL)$ 感觉老巴在5月6号之前完成好建仓外加covered call，期间下跌了，但是已用covered call做对冲，然后17号说我建仓啦，一堆人接盘，拿完股息之后走人，接盘的刚好对冲了派息日的下跌。不知道是不是这个套路😂

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

番茄君
2016-05-20
番茄君
1.13F的Q1指的是3.31之前，用的是calendar quarters
2.13F有规定的披露日期，大的fund很多都是在45天临近披露，不是说低位了我再说，如果事先知道会跌为啥还要建仓。再说如果没有这条消息，苹果就大概率直接先下90了
3.随时撤出这个理论上有可能，理论可能还有巴菲特是short，买的正股做对冲。
4.有call对冲下行风险这个操作也完全很正常，13F后面有的话，最起码说明了拿完股息没走人，做的是价值投资。
5.这点股息和套路与伯克希尔的股价波动比起来完全微不足道吧。巴菲特又不是索罗斯。
6.如果市场证明你说的对，说明巴菲特在走下坡路了，建议择机做空伯克希尔。
- 番茄君回复con:
  😓2333
- con回复番茄君:
  我随便写的😂
- 番茄君回复con:
  结果怎样不知道。我觉得你观察的更细一些，挺好的也学习了。
- con:
  好，你厉害，233😏
番茄君
2016-05-20
番茄君
不会
1.13F显示伯克希尔Q1期间已经布局，相信老巴也被套了现在
2.消息面影响短期，巴菲特改变不了趋势
3.老巴持仓周期最少也有一个牛熊的循环。
4.下次13F的时候可以看看AAPL还有没有。
- con:
  1.5月6号之前不就是Q1啊，被套又如何，我提到过对冲了。
  2.消息面影响短期，为什么要在最低位才说持仓了
  3.周期最少也有1个循环我不清楚了，但是他可以随时撤出在你不知道的情况下
  4.13F有没有也不能否定也不能确定是不是这个套路
vision
2016-05-19
vision
巴菲特都是长线持有的，应该不至于吧，而且他的持仓均价貌似100多刀呢～不过他倒是挺会玩期权对冲的～
- con:
  算上股息，对冲，目测比这个价低很多
猫尔摩斯
2016-05-19
猫尔摩斯
应该不至于吧23333
巴老爷一般不玩这种套路的啊
- con:
  我只知这套路可以无风险套股息😏
漫步华尔街
2016-05-19
漫步华尔街
老巴的套路你看得懂？
- con:
  不懂，所以猜
孟浩
2016-05-19
孟浩
这个分析好透彻啊

发表看法

14

22

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":15535,"tweetId":"15535","gmtCreate":1463656151552,"gmtModify":1704871381684,"author":{"id":75608003404024,"idStr":"75608003404024","authorId":75608003404024,"authorIdStr":"75608003404024","name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":46,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"少一点真诚，多一点套路","extraTitle":"","html":"<html><head></head><body><p>$苹果(AAPL)$ 感觉老巴在5月6号之前完成好建仓外加covered call，期间下跌了，但是已用covered call做对冲，然后17号说我建仓啦，一堆人接盘，拿完股息之后走人，接盘的刚好对冲了派息日的下跌。不知道是不是这个套路😂</p></body></html>","htmlText":"<html><head></head><body><p>$苹果(AAPL)$ 感觉老巴在5月6号之前完成好建仓外加covered call，期间下跌了，但是已用covered call做对冲，然后17号说我建仓啦，一堆人接盘，拿完股息之后走人，接盘的刚好对冲了派息日的下跌。不知道是不是这个套路😂</p></body></html>","text":"$苹果(AAPL)$ 感觉老巴在5月6号之前完成好建仓外加covered call，期间下跌了，但是已用covered call做对冲，然后17号说我建仓啦，一堆人接盘，拿完股息之后走人，接盘的刚好对冲了派息日的下跌。不知道是不是这个套路😂","highlighted":2,"essential":2,"paper":2,"likeSize":22,"commentSize":14,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/15535","repostId":0,"isVote":1,"tweetType":1,"viewCount":1380,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":193,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":140407,"commentId":"140407","gmtCreate":1463731053693,"gmtModify":1463731053693,"authorId":20707723866340,"author":{"id":20707723866340,"idStr":"20707723866340","authorId":20707723866340,"name":"番茄君","avatar":"https://static.laohu8.com/tiger_upload_file_1445943470683-1351972254jpeg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"1.13F的Q1指的是3.31之前， 用的是calendar quarters\n<br>2.13F有规定的披露日期，大的fund很多都是在45天临近披露，不是说低位了我再说，如果事先知道会跌为啥还要建仓。再说如果没有这条消息，苹果就大概率直接先下90了\n<br>3.随时撤出这个理论上有可能，理论可能还有巴菲特是short，买的正股做对冲。\n<br>4.有call对冲下行风险这个操作也完全很正常，13F后面有的话，最起码说明了拿完股息没走人，做的是价值投资。\n<br>5.这点股息和套路与伯克希尔的股价波动比起来完全微不足道吧。巴菲特又不是索罗斯。\n<br>6.如果市场证明你说的对，说明巴菲特在走下坡路了，建议择机做空伯克希尔。","text":"1.13F的Q1指的是3.31之前， 用的是calendar quarters\n<br>2.13F有规定的披露日期，大的fund很多都是在45天临近披露，不是说低位了我再说，如果事先知道会跌为啥还要建仓。再说如果没有这条消息，苹果就大概率直接先下90了\n<br>3.随时撤出这个理论上有可能，理论可能还有巴菲特是short，买的正股做对冲。\n<br>4.有call对冲下行风险这个操作也完全很正常，13F后面有的话，最起码说明了拿完股息没走人，做的是价值投资。\n<br>5.这点股息和套路与伯克希尔的股价波动比起来完全微不足道吧。巴菲特又不是索罗斯。\n<br>6.如果市场证明你说的对，说明巴菲特在走下坡路了，建议择机做空伯克希尔。","html":"1.13F的Q1指的是3.31之前， 用的是calendar quarters\n<br>2.13F有规定的披露日期，大的fund很多都是在45天临近披露，不是说低位了我再说，如果事先知道会跌为啥还要建仓。再说如果没有这条消息，苹果就大概率直接先下90了\n<br>3.随时撤出这个理论上有可能，理论可能还有巴菲特是short，买的正股做对冲。\n<br>4.有call对冲下行风险这个操作也完全很正常，13F后面有的话，最起码说明了拿完股息没走人，做的是价值投资。\n<br>5.这点股息和套路与伯克希尔的股价波动比起来完全微不足道吧。巴菲特又不是索罗斯。\n<br>6.如果市场证明你说的对，说明巴菲特在走下坡路了，建议择机做空伯克希尔。","likeSize":1,"commentSize":4,"subComments":[{"id":140444,"commentId":"140444","gmtCreate":1463738445184,"gmtModify":1463738445184,"authorId":20707723866340,"author":{"id":20707723866340,"idStr":"20707723866340","authorId":20707723866340,"name":"番茄君","avatar":"https://static.laohu8.com/tiger_upload_file_1445943470683-1351972254jpeg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":75608003404024,"repliedAuthor":{"id":75608003404024,"idStr":"75608003404024","authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":15535,"objectIdStr":"15535","type":1,"supId":140407,"supIdStr":"140407","prevId":140437,"prevIdStr":"140437","content":"😓2333","text":"😓2333","html":"😓2333"},{"id":140437,"commentId":"140437","gmtCreate":1463737551828,"gmtModify":1463737551828,"authorId":75608003404024,"author":{"id":75608003404024,"idStr":"75608003404024","authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":20707723866340,"repliedAuthor":{"id":20707723866340,"idStr":"20707723866340","authorId":20707723866340,"name":"番茄君","avatar":"https://static.laohu8.com/tiger_upload_file_1445943470683-1351972254jpeg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":15535,"objectIdStr":"15535","type":1,"supId":140407,"supIdStr":"140407","prevId":140435,"prevIdStr":"140435","content":"我随便写的😂","text":"我随便写的😂","html":"我随便写的😂"},{"id":140435,"commentId":"140435","gmtCreate":1463737512708,"gmtModify":1463737512708,"authorId":20707723866340,"author":{"id":20707723866340,"idStr":"20707723866340","authorId":20707723866340,"name":"番茄君","avatar":"https://static.laohu8.com/tiger_upload_file_1445943470683-1351972254jpeg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":75608003404024,"repliedAuthor":{"id":75608003404024,"idStr":"75608003404024","authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":15535,"objectIdStr":"15535","type":1,"supId":140407,"supIdStr":"140407","prevId":140425,"prevIdStr":"140425","content":"结果怎样不知道。我觉得你观察的更细一些，挺好的也学习了。","text":"结果怎样不知道。我觉得你观察的更细一些，挺好的也学习了。","html":"结果怎样不知道。我觉得你观察的更细一些，挺好的也学习了。"},{"id":140425,"commentId":"140425","gmtCreate":1463735251036,"gmtModify":1463735251036,"authorId":75608003404024,"author":{"id":75608003404024,"idStr":"75608003404024","authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":140407,"supIdStr":"140407","prevId":0,"prevIdStr":"0","content":"好，你厉害，233😏","text":"好，你厉害，233😏","html":"好，你厉害，233😏"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":140381,"commentId":"140381","gmtCreate":1463717956186,"gmtModify":1463717956186,"authorId":20707723866340,"author":{"id":20707723866340,"idStr":"20707723866340","authorId":20707723866340,"name":"番茄君","avatar":"https://static.laohu8.com/tiger_upload_file_1445943470683-1351972254jpeg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不会\n<br>1.13F显示伯克希尔Q1期间已经布局，相信老巴也被套了现在\n<br>2.消息面影响短期，巴菲特改变不了趋势\n<br>3.老巴持仓周期最少也有一个牛熊的循环。\n<br>4.下次13F的时候可以看看AAPL还有没有。","text":"不会\n<br>1.13F显示伯克希尔Q1期间已经布局，相信老巴也被套了现在\n<br>2.消息面影响短期，巴菲特改变不了趋势\n<br>3.老巴持仓周期最少也有一个牛熊的循环。\n<br>4.下次13F的时候可以看看AAPL还有没有。","html":"不会\n<br>1.13F显示伯克希尔Q1期间已经布局，相信老巴也被套了现在\n<br>2.消息面影响短期，巴菲特改变不了趋势\n<br>3.老巴持仓周期最少也有一个牛熊的循环。\n<br>4.下次13F的时候可以看看AAPL还有没有。","likeSize":0,"commentSize":1,"subComments":[{"id":140385,"commentId":"140385","gmtCreate":1463720479981,"gmtModify":1463720479981,"authorId":75608003404024,"author":{"id":75608003404024,"idStr":"75608003404024","authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":140381,"supIdStr":"140381","prevId":0,"prevIdStr":"0","content":"1.5月6号之前不就是Q1啊，被套又如何，我提到过对冲了。\n<br>2.消息面影响短期，为什么要在最低位才说持仓了\n<br>3.周期最少也有1个循环我不清楚了，但是他可以随时撤出在你不知道的情况下\n<br>4.13F有没有也不能否定也不能确定是不是这个套路","text":"1.5月6号之前不就是Q1啊，被套又如何，我提到过对冲了。\n<br>2.消息面影响短期，为什么要在最低位才说持仓了\n<br>3.周期最少也有1个循环我不清楚了，但是他可以随时撤出在你不知道的情况下\n<br>4.13F有没有也不能否定也不能确定是不是这个套路","html":"1.5月6号之前不就是Q1啊，被套又如何，我提到过对冲了。\n<br>2.消息面影响短期，为什么要在最低位才说持仓了\n<br>3.周期最少也有1个循环我不清楚了，但是他可以随时撤出在你不知道的情况下\n<br>4.13F有没有也不能否定也不能确定是不是这个套路"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":140093,"commentId":"140093","gmtCreate":1463659820461,"gmtModify":1463659820461,"authorId":5400656025182,"author":{"id":5400656025182,"idStr":"5400656025182","authorId":5400656025182,"name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","vip":1,"currentWearingBadge":{"badgeId":"d5d1b81d9a9a4306a42a1560851c3454-5","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达10个月","bigImgUrl":"https://static.tigerbbs.com/de3f2938b1f9dddd923333ef958535f5","smallImgUrl":"https://static.tigerbbs.com/a6b8bf4481e36ae8a863eae5098461e6","grayImgUrl":"https://static.tigerbbs.com/91c1c1e4d3607b46e414ab97cc6dd982","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.03","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5600},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"巴菲特都是长线持有的，应该不至于吧，而且他的持仓均价貌似100多刀呢～不过他倒是挺会玩期权对冲的～","text":"巴菲特都是长线持有的，应该不至于吧，而且他的持仓均价貌似100多刀呢～不过他倒是挺会玩期权对冲的～","html":"巴菲特都是长线持有的，应该不至于吧，而且他的持仓均价貌似100多刀呢～不过他倒是挺会玩期权对冲的～","likeSize":0,"commentSize":1,"subComments":[{"id":140112,"commentId":"140112","gmtCreate":1463660516218,"gmtModify":1463660516218,"authorId":75608003404024,"author":{"id":75608003404024,"idStr":"75608003404024","authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":140093,"supIdStr":"140093","prevId":0,"prevIdStr":"0","content":"算上股息，对冲，目测比这个价低很多","text":"算上股息，对冲，目测比这个价低很多","html":"算上股息，对冲，目测比这个价低很多"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":140052,"commentId":"140052","gmtCreate":1463657562175,"gmtModify":1463657562175,"authorId":20714954404431,"author":{"id":20714954404431,"idStr":"20714954404431","authorId":20714954404431,"name":"猫尔摩斯","avatar":"https://static.laohu8.com/5da589510d9a4733d6e106ef0c1c1472","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"应该不至于吧23333\n<br>巴老爷一般不玩这种套路的啊","text":"应该不至于吧23333\n<br>巴老爷一般不玩这种套路的啊","html":"应该不至于吧23333\n<br>巴老爷一般不玩这种套路的啊","likeSize":0,"commentSize":1,"subComments":[{"id":140066,"commentId":"140066","gmtCreate":1463658530838,"gmtModify":1463658530838,"authorId":75608003404024,"author":{"id":75608003404024,"idStr":"75608003404024","authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":140052,"supIdStr":"140052","prevId":0,"prevIdStr":"0","content":"我只知这套路可以无风险套股息😏","text":"我只知这套路可以无风险套股息😏","html":"我只知这套路可以无风险套股息😏"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":140252,"commentId":"140252","gmtCreate":1463670153147,"gmtModify":1463670153147,"authorId":161938164159244,"author":{"id":161938164159244,"idStr":"161938164159244","authorId":161938164159244,"name":"漫步华尔街","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"老巴的套路你看得懂？","text":"老巴的套路你看得懂？","html":"老巴的套路你看得懂？","likeSize":0,"commentSize":1,"subComments":[{"id":140285,"commentId":"140285","gmtCreate":1463672252758,"gmtModify":1463672252758,"authorId":75608003404024,"author":{"id":75608003404024,"idStr":"75608003404024","authorId":75608003404024,"name":"con","avatar":"https://static.laohu8.com/3fd463a69c011efa457e656e9420e305","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":140252,"supIdStr":"140252","prevId":0,"prevIdStr":"0","content":"不懂，所以猜","text":"不懂，所以猜","html":"不懂，所以猜"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":140088,"commentId":"140088","gmtCreate":1463659704445,"gmtModify":1463659704445,"authorId":58341441844653,"author":{"id":58341441844653,"idStr":"58341441844653","authorId":58341441844653,"name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","vip":2,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.19","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":15535,"objectIdStr":"15535","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"这个分析好透彻啊","text":"这个分析好透彻啊","html":"这个分析好透彻啊","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/15535"}