天山雪鱼
2022-05-30
这篇文章不错,转发给大家看
@期权小班长:
买军火吧,今年事儿少不了。
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":617031282,"tweetId":"617031282","gmtCreate":1653925285050,"gmtModify":1704858320272,"author":{"id":3579841918452753,"authorId":3579841918452753,"authorIdStr":"3579841918452753","name":"天山雪鱼","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n这篇文章不错,转发给大家看</body></html>","htmlText":"<html><head></head><body>\n这篇文章不错,转发给大家看</body></html>","text":"这篇文章不错,转发给大家看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/617031282","repostId":614882288,"repostType":1,"repost":{"magic":2,"id":614882288,"tweetId":"614882288","gmtCreate":1653485613853,"gmtModify":1653491086617,"author":{"id":3527667590215376,"authorId":3527667590215376,"authorIdStr":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","vip":2,"userType":2,"introduction":"最简单的期权策略实践者","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","templateUuid":"99ab5418acee46419c22b9c7ac12257b","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.02","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者:发表过3篇及以上精华帖,且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.27","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":31259,"starInvestorFlag":false},"themes":[{"themeId":"bc6e8e4b405b43429905237d8c15ff4c","categoryId":"20b8d1944bae4805b371322c2ab986d4","name":"期权Q&A:期权知识,你问我答","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":bc6e8e4b405b43429905237d8c15ff4c}&rnconfig={\"headerBarHidden\": true}","description":"你想知道的期权知识都在这里,咨询期权问题@期权小助手","image":"https://static.tigerbbs.com/672d6bc9cf055ebef009d5ee69bfef82"}],"images":[{"img":"https://static.tigerbbs.com/7dd956c7c6e6b588cc7a28606e69c7d4","width":"-1","height":"-1"}],"coverImages":[{"img":"https://static.tigerbbs.com/7dd956c7c6e6b588cc7a28606e69c7d4","width":"-1","height":"-1"}],"title":"买军火吧,今年事儿少不了。","extraTitle":"","html":"<html><head></head><body><p>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。</p> <p>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。</p> <p>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。</p> <p>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。</p> <p>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。</p> <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>","htmlText":"<html><head></head><body><p>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。</p> <p>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。</p> <p>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。</p> <p>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。</p> <p>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。</p> <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:$LMT 20220617 420.0 PUT$,年化收益22%。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/614882288","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["DKS","LMT","SNAP"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1215,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1474,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/617031282"}
精彩评论