翻三十倍AHT的涂泥私房
2022-05-21
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@未料胜先料败
:不错的//
@未料胜先料败
:大跌前全仓伯克希尔,大跌开始就卖月度cc。作为一支最抗跌的股最适合长期卖月cc,得到的权利金再抄底。长期这样下去(5到7年)总能收回本金,剩下一堆股票就是盈利,希望大盘一直这样跌下去。
@期权小班长:
这次市场是真的恐慌了,你贪婪了吗?
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。
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土豆灰灰
2022-05-21
土豆灰灰
我也开始加仓博客希尔了
kele126436
2022-05-21
kele126436
已阅
心灵gg
2022-05-21
心灵gg
好
银环蛇
2022-05-21
银环蛇
好
什么也没有了~
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<a href=\"https://laohu8.com/U/3575695026604385\">@未料胜先料败</a>:不错的//<a href=\"https://laohu8.com/U/3575695026604385\">@未料胜先料败</a>:大跌前全仓伯克希尔,大跌开始就卖月度cc。作为一支最抗跌的股最适合长期卖月cc,得到的权利金再抄底。长期这样下去(5到7年)总能收回本金,剩下一堆股票就是盈利,希望大盘一直这样跌下去。</body></html>","htmlText":"<html><head></head><body>\n回复 <a href=\"https://laohu8.com/U/3575695026604385\">@未料胜先料败</a>:不错的//<a href=\"https://laohu8.com/U/3575695026604385\">@未料胜先料败</a>:大跌前全仓伯克希尔,大跌开始就卖月度cc。作为一支最抗跌的股最适合长期卖月cc,得到的权利金再抄底。长期这样下去(5到7年)总能收回本金,剩下一堆股票就是盈利,希望大盘一直这样跌下去。</body></html>","text":"回复 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href=\"https://laohu8.com/S/TGT\">$塔吉特(TGT)$</a> 大跌带来的变盘风险。</p> <p>没有想到的原因是同样商超股票大跌,沃尔玛对大盘并没有什么影响。周二沃尔玛大跌11%,虽然是自87年以来的最大跌幅,但没有对市场继续上涨造成任何影响,导致对于商超类的股票观察很松懈。</p> <p>即使是发布平仓留言的那个时间点,我也只是认为大盘当日不会跌很多,但要防范本周逐步回踩的风险。</p> <p>别提今天早上看到大盘行情我有多震撼了。道指跌3.57%,标普跌4.04%,创今年以来最大跌幅。纳斯达克跌4.73%,创今年以来的第二大跌幅,仅次于5月5日加息。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/1f4cde6b0a06a255c3bee7fb8beccc75\" tg-width=\"997\" tg-height=\"492\">全部板块沦陷,以往至少原油和公共板块是绿色的。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/f7f9b7f3e214f86cd41d93f9a167b36f\" tg-width=\"1170\" tg-height=\"2296\">昨天大跌最不同之处在于可口可乐<a target=\"_blank\" href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 跌了7%,今年以来强劲的消费股都沦陷了。</p> <p>这是今年以来可口可乐代表性的第三次大跌,前两次大跌发生在3月8日,4月29日,分别是因为俄乌战争,亚马逊财报。</p> <p>这次市场是真的恐慌了,我观察朋友圈里大家都很悲观。当有突破希望时突然大跌是最容易令人恐慌的,事实上当9~12日大盘连跌的时候情绪反而很淡定:VIX就是最真实的情绪反应,只有当真正恐慌的时候VIX才会暴涨。</p> <p>昨天推导上行,今天推导下行。</p> <p>这次大盘会跌破前低吗?不一定。</p> <p>我们梳理一下4月以来每次引发大跌的市场因素:奈飞财报跌穿10日均线,马斯克抛售特斯拉砸盘,GDP和亚马逊财报砸盘,加息继续跌穿10日均线,CPI砸盘,tgt财报砸盘。</p> <p>但特斯拉卖股票以及亚马逊财报那一周并没有砸下去,因为有FOMC会议预期给市场吊着一口气,宣布加息后市场才正式开启大跌。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/593bd4b029cdbad39bcefc89a2c95a11\" tg-width=\"1170\" tg-height=\"1650\">考虑到下周有美联储纪要,鲍威尔要再度发表对通胀以及加息的看法,我倾向于认为在此之前大盘大概率会继续低位震荡。</p> <p>今天盘前<a target=\"_blank\" href=\"https://laohu8.com/S/CSCO\">$思科(CSCO)$</a> 财报大跌11%,我认为影响和前两天的沃尔玛塔吉特不同,思科也是千亿公司,但财报不会影响到整个板块前景评估。</p> <p>按照上面的理论今天应该做sell put验证想法,但我觉得短时间内反复平仓开仓会有问题,就不做尝试了。</p> <p>另外再说一件趣事,关于落笔后变盘其实这是第二次。5月5号本来想提笔写两句,写到一半发现变盘了。当时还跟友人开玩笑说,没想到那些政治学院推倒重写俄乌关系毕业论文的倒霉事也发生在我身上了。</p></body></html>","htmlText":"<html><head></head><body><p>昨日写完日常就发现市场趋势开始变坏:依照文中的叙述逻辑,指数行情在十日线受阻,原因是一家市值千亿的消费代表公司暴雷成为上行趋势阻力。</p> <p>不过我只是在评论区说平仓了,没有对文章进行进一步修改,因为我觉得原文很有保留批判价值。</p> <p>文章整体逻辑没问题,但是忽视了盘前<a target=\"_blank\" href=\"https://laohu8.com/S/TGT\">$塔吉特(TGT)$</a> 大跌带来的变盘风险。</p> <p>没有想到的原因是同样商超股票大跌,沃尔玛对大盘并没有什么影响。周二沃尔玛大跌11%,虽然是自87年以来的最大跌幅,但没有对市场继续上涨造成任何影响,导致对于商超类的股票观察很松懈。</p> <p>即使是发布平仓留言的那个时间点,我也只是认为大盘当日不会跌很多,但要防范本周逐步回踩的风险。</p> <p>别提今天早上看到大盘行情我有多震撼了。道指跌3.57%,标普跌4.04%,创今年以来最大跌幅。纳斯达克跌4.73%,创今年以来的第二大跌幅,仅次于5月5日加息。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/1f4cde6b0a06a255c3bee7fb8beccc75\" tg-width=\"997\" tg-height=\"492\">全部板块沦陷,以往至少原油和公共板块是绿色的。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/f7f9b7f3e214f86cd41d93f9a167b36f\" tg-width=\"1170\" tg-height=\"2296\">昨天大跌最不同之处在于可口可乐<a target=\"_blank\" href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 跌了7%,今年以来强劲的消费股都沦陷了。</p> <p>这是今年以来可口可乐代表性的第三次大跌,前两次大跌发生在3月8日,4月29日,分别是因为俄乌战争,亚马逊财报。</p> <p>这次市场是真的恐慌了,我观察朋友圈里大家都很悲观。当有突破希望时突然大跌是最容易令人恐慌的,事实上当9~12日大盘连跌的时候情绪反而很淡定:VIX就是最真实的情绪反应,只有当真正恐慌的时候VIX才会暴涨。</p> <p>昨天推导上行,今天推导下行。</p> <p>这次大盘会跌破前低吗?不一定。</p> <p>我们梳理一下4月以来每次引发大跌的市场因素:奈飞财报跌穿10日均线,马斯克抛售特斯拉砸盘,GDP和亚马逊财报砸盘,加息继续跌穿10日均线,CPI砸盘,tgt财报砸盘。</p> <p>但特斯拉卖股票以及亚马逊财报那一周并没有砸下去,因为有FOMC会议预期给市场吊着一口气,宣布加息后市场才正式开启大跌。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/593bd4b029cdbad39bcefc89a2c95a11\" tg-width=\"1170\" tg-height=\"1650\">考虑到下周有美联储纪要,鲍威尔要再度发表对通胀以及加息的看法,我倾向于认为在此之前大盘大概率会继续低位震荡。</p> <p>今天盘前<a target=\"_blank\" href=\"https://laohu8.com/S/CSCO\">$思科(CSCO)$</a> 财报大跌11%,我认为影响和前两天的沃尔玛塔吉特不同,思科也是千亿公司,但财报不会影响到整个板块前景评估。</p> <p>按照上面的理论今天应该做sell put验证想法,但我觉得短时间内反复平仓开仓会有问题,就不做尝试了。</p> <p>另外再说一件趣事,关于落笔后变盘其实这是第二次。5月5号本来想提笔写两句,写到一半发现变盘了。当时还跟友人开玩笑说,没想到那些政治学院推倒重写俄乌关系毕业论文的倒霉事也发生在我身上了。</p></body></html>","text":"昨日写完日常就发现市场趋势开始变坏:依照文中的叙述逻辑,指数行情在十日线受阻,原因是一家市值千亿的消费代表公司暴雷成为上行趋势阻力。 不过我只是在评论区说平仓了,没有对文章进行进一步修改,因为我觉得原文很有保留批判价值。 文章整体逻辑没问题,但是忽视了盘前$塔吉特(TGT)$ 大跌带来的变盘风险。 没有想到的原因是同样商超股票大跌,沃尔玛对大盘并没有什么影响。周二沃尔玛大跌11%,虽然是自87年以来的最大跌幅,但没有对市场继续上涨造成任何影响,导致对于商超类的股票观察很松懈。 即使是发布平仓留言的那个时间点,我也只是认为大盘当日不会跌很多,但要防范本周逐步回踩的风险。 别提今天早上看到大盘行情我有多震撼了。道指跌3.57%,标普跌4.04%,创今年以来最大跌幅。纳斯达克跌4.73%,创今年以来的第二大跌幅,仅次于5月5日加息。全部板块沦陷,以往至少原油和公共板块是绿色的。昨天大跌最不同之处在于可口可乐$可口可乐(KO)$ 跌了7%,今年以来强劲的消费股都沦陷了。 这是今年以来可口可乐代表性的第三次大跌,前两次大跌发生在3月8日,4月29日,分别是因为俄乌战争,亚马逊财报。 这次市场是真的恐慌了,我观察朋友圈里大家都很悲观。当有突破希望时突然大跌是最容易令人恐慌的,事实上当9~12日大盘连跌的时候情绪反而很淡定:VIX就是最真实的情绪反应,只有当真正恐慌的时候VIX才会暴涨。 昨天推导上行,今天推导下行。 这次大盘会跌破前低吗?不一定。 我们梳理一下4月以来每次引发大跌的市场因素:奈飞财报跌穿10日均线,马斯克抛售特斯拉砸盘,GDP和亚马逊财报砸盘,加息继续跌穿10日均线,CPI砸盘,tgt财报砸盘。 但特斯拉卖股票以及亚马逊财报那一周并没有砸下去,因为有FOMC会议预期给市场吊着一口气,宣布加息后市场才正式开启大跌。考虑到下周有美联储纪要,鲍威尔要再度发表对通胀以及加息的看法,我倾向于认为在此之前大盘大概率会继续低位震荡。 今天盘前$思科(CSCO)$ 财报大跌11%,我认为影响和前两天的沃尔玛塔吉特不同,思科也是千亿公司,但财报不会影响到整个板块前景评估。 按照上面的理论今天应该做sell put验证想法,但我觉得短时间内反复平仓开仓会有问题,就不做尝试了。 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