高通的风险提示

南辕北辙

2017-02-18

$高通(QCOM)$

大家知道，从高通被FTC和苹果诉讼之后，我一直看好高通，所以我在股价在55多的时候，开始买2017年6月16行权call.当时的成本为4.4，后来股价一直跌到52多，期权价格从4.4一直跌倒1.9附近，

期间我看了高通公司，发现他在现在3G+，弱4G领域（LTE）和现在4G领域，他还是王者，包括在即将到来的5G领域，他依然是王者，还有他对恩智浦收购展望。

公司ceo在2017财年q4电话会议上深情并茂说，我们非常期待对恩智浦公司收购，在高速增长无人驾驶领域和物联网领域，加快公司战略布局，长期来看，毫无疑问，是看涨的，我最低看到他65.到目前为止没有变过，

短期内风险有两个

1.对恩智浦收购，在政府干预下，能否收购恩智浦，
2.苹果公司之间诉讼，苹果是他最大客户，

在我看来他两个公司会商谈，相互妥协和解解决，

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

随风飞扬
2017-02-21
随风飞扬
楼主写错了吧，最高看到65吧？
- 南辕北辙:
  是最低65,我卖期权是因为之前买了期权后，一直下跌，跌一块补两手，期权有时间损耗的，而且方向和时间都必须对才行，我就止赢，拿利润在里面跑
Yesorno
2017-02-19
Yesorno
写的好，我的高通还是亏的。总结下是高人们说的，入手时机很重要，就是要低买啊
赚个小目标
2017-02-22
赚个小目标
请问期权如何买
复利慢投资
2017-02-19
复利慢投资
你这是看多啊
张小凡
2017-02-18
张小凡
赞哦，高通上赚到了

发表看法

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