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@期权小班长：周复盘：触底反弹，心路历程和操作

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<p>而周四我发现代替成长股变成反弹指标的是GME，意料之外情理之中。从目前的观察来看，这个点位的阻力比想象中还大。对于标普来说，4100和4200都有向上阻力，反弹不会像3月中旬那么顺利。不过随着疫情解封，原有生活秩序的恢复，中美关系貌似的缓和，我觉得即使不涨也大概率不会再破位下跌。<img src=\"https://static.tigerbbs.com/cce9cee0be2037e699c143a712f8821c\" tg-width=\"-1\" tg-height=\"-1\">之前我是不太相信媒体负面新闻和大盘反转之间关联这种玄学的，不过本周对于这种现象有所感知了：不同于之前几周对于利空事件的客观披露，周三周四财经媒体头条是连续几位著名投资人站出来严肃表态美国经济衰退，同时红杉还发布了一个52页的ppt。结果就是，在这之后大盘就反弹了。</p> <p>虽然我相信从长期来看股市趋势确实不乐观，依然处于熊市下跌通道，不过舆论和市场之间的反转还是让人叹为观止。</p> <p>周末打算继续找一些不太受大盘影响的标的作为接下来的主要投资目标(sell&nbsp;put)。</p> <p>祝大家周末愉快！</p></body></html>","htmlText":"<html><head></head><body><p>触底反弹的一周，遇到两个问题：</p> <ul> \n <li>波动剧烈叠加坏消息影响导致执行抄底策略时心态不好；</li> \n <li>市场风向转为估值修复，财报看跌策略失效。</li> \n</ul> <p>周一确定sell&nbsp;put策略后，周二即遇到SNAP盈利预警暴雷，而随后周三美联储纪要会议后市场大涨，三重预期转变。虽然并没有击穿关键支撑位，但被额外因素反复干扰判断实在是很不愉快，投入精力和回报不成比例。</p> <p>所以后半周改变计划，转向寻找不易受大盘波动影响的股票，也就是<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a> 和收购预期股票<a href=\"https://laohu8.com/S/VMW\">$威睿(VMW)$</a> ，效果还不错。</p> 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而周四我发现代替成长股变成反弹指标的是GME，意料之外情理之中。从目前的观察来看，这个点位的阻力比想象中还大。对于标普来说，4100和4200都有向上阻力，反弹不会像3月中旬那么顺利。不过随着疫情解封，原有生活秩序的恢复，中美关系貌似的缓和，我觉得即使不涨也大概率不会再破位下跌。之前我是不太相信媒体负面新闻和大盘反转之间关联这种玄学的，不过本周对于这种现象有所感知了：不同于之前几周对于利空事件的客观披露，周三周四财经媒体头条是连续几位著名投资人站出来严肃表态美国经济衰退，同时红杉还发布了一个52页的ppt。结果就是，在这之后大盘就反弹了。 虽然我相信从长期来看股市趋势确实不乐观，依然处于熊市下跌通道，不过舆论和市场之间的反转还是让人叹为观止。 周末打算继续找一些不太受大盘影响的标的作为接下来的主要投资目标(sell put)。 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