昶_1338
2022-05-27
哈哈
@期权小班长:
买军火吧,今年事儿少不了。
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<p>昨天没有覆盖的迪克体育公司财报大跌9%,这家公司也不能幸免于极高的通货膨胀和持续的供应链挑战,净利润同比下跌27%,同时下调财年预期。对于这家公司目前没有追空的打算,因为PE极其的低,只剩5了。</p> <p>现在这个市场做什么都很伤脑筋,感觉哪个股票都不靠谱,不过我在翻阅自选的时候还是看到了一个亮眼的选择:<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a> </p> <p><img src=\"https://static.tigerbbs.com/7dd956c7c6e6b588cc7a28606e69c7d4\" tg-width=\"-1\" tg-height=\"-1\">走强理由比较敏感,就不展开说了,大家懂的都懂。美国高层四处点火,今年LMT大概率跌不下去,很适合sell put:<a target=\"_blank\" href=\"https://laohu8.com/OPT/LMT%2020220617%20420.0%20PUT\">$LMT 20220617 420.0 PUT$</a>,年化收益22%。</p></body></html>","text":"最近市场很多信号都是似是而非的。自从通胀数据公布之后部分成长股一直在上涨,已经涨了两周左右。但是VIX的走势丝毫也看不出会发生周线级反弹,反而感觉会有周线级大跌。 而且科技巨头的期权大单异动也并不乐观,价外put大单居多,行权价低的不可思议。由此可以看出对接下来的一个月行情市场情绪十分悲观。 也可以理解,继昨日SNAP宣布盈利预警后,打车巨头Lyft宣布放缓招聘,并通过削减一些部门的预算来控制公司运营成本。收盘LYFT跌17%。可以想象之后会公布这种消息的企业会越来越多。 虽然昨天大盘一度被SNAP带动大幅下跌,但盘中进行了反弹。所以昨天我没有平仓sell put,我觉得大盘在美联储纪要公布前还是偏向企稳。不过披露消息的弱势股还是会跌,所以买了SNAP的put。 昨天同时也买了几个商超股票的put。JWN盘前公布财报,跟其他商超股票完全不同,收入同比增长,消费者购物意愿强烈提升全年收入指引,盘前股价大涨。不过随后又被大盘行情拖累低走,我打算看情况等睡前再平仓。 昨天没有覆盖的迪克体育公司财报大跌9%,这家公司也不能幸免于极高的通货膨胀和持续的供应链挑战,净利润同比下跌27%,同时下调财年预期。对于这家公司目前没有追空的打算,因为PE极其的低,只剩5了。 现在这个市场做什么都很伤脑筋,感觉哪个股票都不靠谱,不过我在翻阅自选的时候还是看到了一个亮眼的选择:$洛克希德马丁(LMT)$ 走强理由比较敏感,就不展开说了,大家懂的都懂。美国高层四处点火,今年LMT大概率跌不下去,很适合sell put:$LMT 20220617 420.0 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