老乡见老乡
07-01 16:40
高手高手之高高手
@孙哥888:
6月第四周 两天羊毛快5k,还要什么自行车
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以实现获利目的。</p>\n<p>然而,在进行这一风险操作之前,需审视宏观形势。英伟达于高点回调后,实际上遭到了长线投资者和对冲基金的部分抛售,这对整个 AI 芯片行业而言是利空因素。与此同时,市场对美光的 HBM 需求始终强烈,其财报预计也将超出预期。鉴于存在看多个股与整个行业逆风这两种状况的对冲,我们判断美光此次财报发布后的振幅应不会超过以往财报发布后的水平。</p>\n<p>经查询,在 AI 芯片最为狂热的前几个季度,美光财报发布后的第二天振幅未超过 15%。因此,此次在波动方面,我们设定了上下 20%的区间,即 120 至 170 的范围进行双向卖出,构建一个卖跨操作。令人欣喜的是,2天近5000 刀轻松收入囊中。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e0f5c139d3ab175311d91eb7527e39e\" tg-width=\"1277\" tg-height=\"646\"><span class=\"\"></span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/991cc9a51f6c006b35ee5c9679150815\" tg-width=\"1267\" tg-height=\"567\"><span></span></p>\n<p>我认为这便是运用认识和思考进行投资套利的最佳方式,没有刀光剑影,没有寝食难安。每年都会有众多此类机会。当这样的机会真正摆在眼前时,您是否具备充足的认知以及足够的工具手段将这笔财富收入囊中?所以,在下一个机会来临之前,让我们更好地学习,充实自身在知识和工具方面的储备。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb1b68c853933bb16a33dc9d386fff1\" tg-width=\"3024\" tg-height=\"4032\"><span></span></p>\n<p><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> </p></body></html>","htmlText":"<html><head></head><body><p>MU 美光公司始终处于我的候选股之列,我一直对其保持着关注。它属于当前大热的 AI 受益芯片股,在本周五发布财报之前,众人对其期望颇高,而且期权的隐含波动率(IV)也居高不下,这为我们创造了绝佳的期权套利契机,可通过做空波动率 IV 以实现获利目的。</p>\n<p>然而,在进行这一风险操作之前,需审视宏观形势。英伟达于高点回调后,实际上遭到了长线投资者和对冲基金的部分抛售,这对整个 AI 芯片行业而言是利空因素。与此同时,市场对美光的 HBM 需求始终强烈,其财报预计也将超出预期。鉴于存在看多个股与整个行业逆风这两种状况的对冲,我们判断美光此次财报发布后的振幅应不会超过以往财报发布后的水平。</p>\n<p>经查询,在 AI 芯片最为狂热的前几个季度,美光财报发布后的第二天振幅未超过 15%。因此,此次在波动方面,我们设定了上下 20%的区间,即 120 至 170 的范围进行双向卖出,构建一个卖跨操作。令人欣喜的是,2天近5000 刀轻松收入囊中。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e0f5c139d3ab175311d91eb7527e39e\" tg-width=\"1277\" tg-height=\"646\"><span class=\"\"></span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/991cc9a51f6c006b35ee5c9679150815\" tg-width=\"1267\" tg-height=\"567\"><span></span></p>\n<p>我认为这便是运用认识和思考进行投资套利的最佳方式,没有刀光剑影,没有寝食难安。每年都会有众多此类机会。当这样的机会真正摆在眼前时,您是否具备充足的认知以及足够的工具手段将这笔财富收入囊中?所以,在下一个机会来临之前,让我们更好地学习,充实自身在知识和工具方面的储备。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb1b68c853933bb16a33dc9d386fff1\" tg-width=\"3024\" tg-height=\"4032\"><span></span></p>\n<p><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> </p></body></html>","text":"MU 美光公司始终处于我的候选股之列,我一直对其保持着关注。它属于当前大热的 AI 受益芯片股,在本周五发布财报之前,众人对其期望颇高,而且期权的隐含波动率(IV)也居高不下,这为我们创造了绝佳的期权套利契机,可通过做空波动率 IV 以实现获利目的。 然而,在进行这一风险操作之前,需审视宏观形势。英伟达于高点回调后,实际上遭到了长线投资者和对冲基金的部分抛售,这对整个 AI 芯片行业而言是利空因素。与此同时,市场对美光的 HBM 需求始终强烈,其财报预计也将超出预期。鉴于存在看多个股与整个行业逆风这两种状况的对冲,我们判断美光此次财报发布后的振幅应不会超过以往财报发布后的水平。 经查询,在 AI 芯片最为狂热的前几个季度,美光财报发布后的第二天振幅未超过 15%。因此,此次在波动方面,我们设定了上下 20%的区间,即 120 至 170 的范围进行双向卖出,构建一个卖跨操作。令人欣喜的是,2天近5000 刀轻松收入囊中。 我认为这便是运用认识和思考进行投资套利的最佳方式,没有刀光剑影,没有寝食难安。每年都会有众多此类机会。当这样的机会真正摆在眼前时,您是否具备充足的认知以及足够的工具手段将这笔财富收入囊中?所以,在下一个机会来临之前,让我们更好地学习,充实自身在知识和工具方面的储备。 $美光科技(MU)$ 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