yeoldCK
2022-02-17
Good
@期权小班长:
了解华尔街的小套路,少亏钱。
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":638978018,"tweetId":"638978018","gmtCreate":1645065519937,"gmtModify":1645065520083,"author":{"id":4097210190079890,"idStr":"4097210190079890","authorId":4097210190079890,"authorIdStr":"4097210190079890","name":"yeoldCK","avatar":"https://static.tigerbbs.com/cf9b4f471343f0f58fa8fa3aefbc2098","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good </p></body></html>","htmlText":"<html><head></head><body><p>Good </p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/638978018","repostId":631344494,"repostType":1,"repost":{"magic":2,"id":631344494,"tweetId":"631344494","gmtCreate":1644503194001,"gmtModify":1644509407419,"author":{"id":3527667590215376,"idStr":"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":"2024.11.27","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":32309,"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/15a9491aeb07f31f738fa06c64c32b08","width":"-1","height":"-1"}],"coverImages":[{"img":"https://static.tigerbbs.com/15a9491aeb07f31f738fa06c64c32b08","width":"-1","height":"-1"}],"title":"了解华尔街的小套路,少亏钱。","extraTitle":"","html":"<html><head></head><body><p>如果每次都是套路,那么套路就不是套路了。</p> <p>美股老玩家或者一直追我文章的朋友可以发现,美股市场每次大事公布前后涨跌幅肯定是相反的:好事落地前一天市场下跌,坏事落地前一天市场上涨,这个规律简直屡试不爽。</p> <p>了解这个规律可以阻止暴涨暴跌时的头脑发热,告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用,也只是不亏钱,这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。</p> <p>1、CPI</p> <p>本周最大事件美股1月CPI落地,比预期中还要差,同比上涨7.5% ,高于预期7.3%,创1982年2月以来新高。<img src=\"https://static.tigerbbs.com/15a9491aeb07f31f738fa06c64c32b08\" tg-width=\"-1\" tg-height=\"-1\">数据公布后国债收益率迅速飙升至1.974%,奔向2%。</p> <p>具体这样的数据带给市场的观感是什么样呢?公布前市场认为今年加息为5次左右,而现在美国利率期货显示2022年加息近6次。在3月加息点数上,大部分人都知道不是25个基点就是50个基点,但认为50基点概率只有27%,而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。</p> <p>所以大盘一下就崩了。别给自己的股票找下跌原因啦,都是大盘带的。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p> <p>2、很可惜迪士尼财报赌失败了,不过没关系,从今天发布财报的公司来看<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a> <a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a> <a href=\"https://laohu8.com/S/GOOS\">$加拿大鹅(GOOS)$</a> ,暴涨暴跌是本季报常态,尤其是成长股。所以继续用利润押注就是了,依然采取小赌策略。</p> <p><a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a> 由于昨天暴涨,期权调整一下<a target=\"_blank\" href=\"https://laohu8.com/OPT/AFRM%2020220211%2060.0%20PUT\">$AFRM 20220211 60.0 PUT$</a>,依然看跌。明天公布财报的<a href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a> 和<a href=\"https://laohu8.com/S/NET\">$Cloudflare, Inc.(NET)$</a> 也值得关注一下。</p></body></html>","htmlText":"<html><head></head><body><p>如果每次都是套路,那么套路就不是套路了。</p> <p>美股老玩家或者一直追我文章的朋友可以发现,美股市场每次大事公布前后涨跌幅肯定是相反的:好事落地前一天市场下跌,坏事落地前一天市场上涨,这个规律简直屡试不爽。</p> <p>了解这个规律可以阻止暴涨暴跌时的头脑发热,告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用,也只是不亏钱,这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。</p> <p>1、CPI</p> <p>本周最大事件美股1月CPI落地,比预期中还要差,同比上涨7.5% ,高于预期7.3%,创1982年2月以来新高。<img src=\"https://static.tigerbbs.com/15a9491aeb07f31f738fa06c64c32b08\" tg-width=\"-1\" tg-height=\"-1\">数据公布后国债收益率迅速飙升至1.974%,奔向2%。</p> <p>具体这样的数据带给市场的观感是什么样呢?公布前市场认为今年加息为5次左右,而现在美国利率期货显示2022年加息近6次。在3月加息点数上,大部分人都知道不是25个基点就是50个基点,但认为50基点概率只有27%,而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。</p> <p>所以大盘一下就崩了。别给自己的股票找下跌原因啦,都是大盘带的。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p> <p>2、很可惜迪士尼财报赌失败了,不过没关系,从今天发布财报的公司来看<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a> <a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a> <a href=\"https://laohu8.com/S/GOOS\">$加拿大鹅(GOOS)$</a> ,暴涨暴跌是本季报常态,尤其是成长股。所以继续用利润押注就是了,依然采取小赌策略。</p> <p><a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a> 由于昨天暴涨,期权调整一下<a target=\"_blank\" href=\"https://laohu8.com/OPT/AFRM%2020220211%2060.0%20PUT\">$AFRM 20220211 60.0 PUT$</a>,依然看跌。明天公布财报的<a href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a> 和<a href=\"https://laohu8.com/S/NET\">$Cloudflare, Inc.(NET)$</a> 也值得关注一下。</p></body></html>","text":"如果每次都是套路,那么套路就不是套路了。 美股老玩家或者一直追我文章的朋友可以发现,美股市场每次大事公布前后涨跌幅肯定是相反的:好事落地前一天市场下跌,坏事落地前一天市场上涨,这个规律简直屡试不爽。 了解这个规律可以阻止暴涨暴跌时的头脑发热,告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用,也只是不亏钱,这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。 1、CPI 本周最大事件美股1月CPI落地,比预期中还要差,同比上涨7.5% ,高于预期7.3%,创1982年2月以来新高。数据公布后国债收益率迅速飙升至1.974%,奔向2%。 具体这样的数据带给市场的观感是什么样呢?公布前市场认为今年加息为5次左右,而现在美国利率期货显示2022年加息近6次。在3月加息点数上,大部分人都知道不是25个基点就是50个基点,但认为50基点概率只有27%,而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。 所以大盘一下就崩了。别给自己的股票找下跌原因啦,都是大盘带的。$特斯拉(TSLA)$ $英伟达(NVDA)$ 2、很可惜迪士尼财报赌失败了,不过没关系,从今天发布财报的公司来看$Doximity, Inc.(DOCS)$ $Twilio Inc(TWLO)$ $加拿大鹅(GOOS)$ ,暴涨暴跌是本季报常态,尤其是成长股。所以继续用利润押注就是了,依然采取小赌策略。 $Affirm Holdings, Inc.(AFRM)$ 由于昨天暴涨,期权调整一下$AFRM 20220211 60.0 PUT$,依然看跌。明天公布财报的$Confluent, Inc.(CFLT)$ 和$Cloudflare, Inc.(NET)$ 也值得关注一下。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/631344494","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","AFRM","TWLO","TSLA","CFLT","DOCS","GOOS","NET"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1192,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":315,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/638978018"}
精彩评论