AI是科技进步的桥梁_老虎社区_美港股上老虎 - 老虎社区

AI是科技进步的桥梁，未来发展空间仍然很大！

@期权小班长：中概股和Ai概念股还能上车吗

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20230406 109.0 CALL\" class=\"teditor-mention\" data-mention-name=\"BABA\" href=\"https://laohu8.com/OPT/BABA%2020230406%20109.0%20CALL\">$BABA 20230406 109.0 CALL$</a></p></li><li><p>买 <a data-mention-id=\"BABA 20230406 120.0 CALL\" class=\"teditor-mention\" data-mention-name=\"BABA\" href=\"https://laohu8.com/OPT/BABA%2020230406%20120.0%20CALL\">$BABA 20230406 120.0 CALL$</a></p></li></ul><p>从大单来看阿里本周大概率处于震荡状态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88ae68e95c84cb089e3354f0040ff928\" tg-width=\"2398\" tg-height=\"208\"></p><p></p><p>中概整体启动这事，不光是因为大单陆续在33～34这个行权价价位买入了KWEB看涨期权，同时中概股个股也可以见到很多call大单布局：</p><ul><li><p>买<a data-mention-id=\"KWEB 20230421 33.0 CALL\" class=\"teditor-mention\" data-mention-name=\"KWEB\" href=\"https://laohu8.com/OPT/KWEB%2020230421%2033.0%20CALL\">$KWEB 20230421 33.0 CALL$</a></p></li><li><p>卖<a data-mention-id=\"KWEB 20230421 37.0 CALL\" class=\"teditor-mention\" data-mention-name=\"KWEB\" href=\"https://laohu8.com/OPT/KWEB%2020230421%2037.0%20CALL\">$KWEB 20230421 37.0 CALL$</a></p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dae1b37764592e554fc58e7cd5722a3\" tg-width=\"1170\" tg-height=\"886\"></p><p>以及其他中概股看涨大单：</p><ul><li><p><a data-mention-id=\"TAL 20230519 8.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TAL\" href=\"https://laohu8.com/OPT/TAL%2020230519%208.0%20CALL\">$TAL 20230519 8.0 CALL$</a></p></li><li><p><a data-mention-id=\"JD 20230616 45.0 CALL\" class=\"teditor-mention\" data-mention-name=\"JD\" href=\"https://laohu8.com/OPT/JD%2020230616%2045.0%20CALL\">$JD 20230616 45.0 CALL$</a></p></li><li><p><a data-mention-id=\"BILI 20240119 30.0 CALL\" class=\"teditor-mention\" data-mention-name=\"BILI\" href=\"https://laohu8.com/OPT/BILI%2020240119%2030.0%20CALL\">$BILI 20240119 30.0 CALL$</a></p></li></ul><p>不过可惜的是根据ETF大单的时间精度，机构对于未来趋势也颇有走一步看一步的味道，行情不会很持久，大概2～3周。</p><p>顺便说一下对于PDD和bilibili的看法。PDD毫无疑问，韧性很强，在黑客事件之前，部分人对于这家公司的业务能力有所误判，你会发现这家公司不是那么容易做空的。但黑客事件之后，我就不太关心它能力强不强了，能力强我也不太想买了。</p><p>这次up主停更事件对b站的影响，幸亏股价跌的不是很多，如果跌的多股东甚至可以起诉。据我观察前两天b站一直在主页推荐各种我没有关注up的停更声明视频。这些up之前发布的视频我没有刷到过，反而是停更视频不停的出现在首页。自杀式推流毫无疑问的扩大了停更舆情，这种人为制造恐慌的运营简直匪夷所思，不知道上面那家买call的机构对此作何感想。</p><p>关于AI，虽然目前微软大单多头空头打的不可开交，不过明确站队的我依旧维持上周观点：</p><ul><li><p>sell <a data-mention-id=\"MSFT 20230414 280.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MSFT\" href=\"https://laohu8.com/OPT/MSFT%2020230414%20280.0%20PUT\">$MSFT 20230414 280.0 PUT$</a></p></li></ul><p></p><p>上周五暴涨的 <a data-mention-id=\"AI\" class=\"teditor-mention\" data-mention-name=\"C3.ai, Inc.\" href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a> 也有大单半路上车：</p><ul><li><p>买 <a data-mention-id=\"AI 20230519 35.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AI\" href=\"https://laohu8.com/OPT/AI%2020230519%2035.0%20CALL\">$AI 20230519 35.0 CALL$</a></p></li><li><p>卖 <a data-mention-id=\"AI 20230519 35.0 PUT\" class=\"teditor-mention\" data-mention-name=\"AI\" href=\"https://laohu8.com/OPT/AI%2020230519%2035.0%20PUT\">$AI 20230519 35.0 PUT$</a></p></li></ul><p>对于这家公司我没太深入理解，如此着急上车不知道是做财报季预期还是有内幕。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9e389b61158a8ee60575dad3f1ec2b6\" tg-width=\"2424\" tg-height=\"270\"></p><p></p><p>今年就是这样，高风险高机遇，要控制好仓位，不能全部all in ，但也不能全部现金空仓。股市黑天鹅是不少，但全部踏空也同样难受。</p></body></html>","htmlText":"<html><head></head><body><p>结论是上周更新两篇文章依旧具有时效性，市场逻辑没什么变化。阿里一拆六并不是一次性爆发事件，而是对中概股整体有提振情绪；银行板块风险也确实落地了。</p><p>不过如果你错过了上周的上车机会，这周可以等回调，或者sell put，因为：</p><ul><li><p>卖 <a data-mention-id=\"BABA 20230406 109.0 CALL\" class=\"teditor-mention\" data-mention-name=\"BABA\" href=\"https://laohu8.com/OPT/BABA%2020230406%20109.0%20CALL\">$BABA 20230406 109.0 CALL$</a></p></li><li><p>买 <a data-mention-id=\"BABA 20230406 120.0 CALL\" class=\"teditor-mention\" data-mention-name=\"BABA\" href=\"https://laohu8.com/OPT/BABA%2020230406%20120.0%20CALL\">$BABA 20230406 120.0 CALL$</a></p></li></ul><p>从大单来看阿里本周大概率处于震荡状态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88ae68e95c84cb089e3354f0040ff928\" tg-width=\"2398\" tg-height=\"208\"></p><p></p><p>中概整体启动这事，不光是因为大单陆续在33～34这个行权价价位买入了KWEB看涨期权，同时中概股个股也可以见到很多call大单布局：</p><ul><li><p>买<a data-mention-id=\"KWEB 20230421 33.0 CALL\" class=\"teditor-mention\" data-mention-name=\"KWEB\" href=\"https://laohu8.com/OPT/KWEB%2020230421%2033.0%20CALL\">$KWEB 20230421 33.0 CALL$</a></p></li><li><p>卖<a data-mention-id=\"KWEB 20230421 37.0 CALL\" class=\"teditor-mention\" data-mention-name=\"KWEB\" href=\"https://laohu8.com/OPT/KWEB%2020230421%2037.0%20CALL\">$KWEB 20230421 37.0 CALL$</a></p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dae1b37764592e554fc58e7cd5722a3\" tg-width=\"1170\" tg-height=\"886\"></p><p>以及其他中概股看涨大单：</p><ul><li><p><a data-mention-id=\"TAL 20230519 8.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TAL\" href=\"https://laohu8.com/OPT/TAL%2020230519%208.0%20CALL\">$TAL 20230519 8.0 CALL$</a></p></li><li><p><a data-mention-id=\"JD 20230616 45.0 CALL\" class=\"teditor-mention\" data-mention-name=\"JD\" href=\"https://laohu8.com/OPT/JD%2020230616%2045.0%20CALL\">$JD 20230616 45.0 CALL$</a></p></li><li><p><a data-mention-id=\"BILI 20240119 30.0 CALL\" class=\"teditor-mention\" data-mention-name=\"BILI\" href=\"https://laohu8.com/OPT/BILI%2020240119%2030.0%20CALL\">$BILI 20240119 30.0 CALL$</a></p></li></ul><p>不过可惜的是根据ETF大单的时间精度，机构对于未来趋势也颇有走一步看一步的味道，行情不会很持久，大概2～3周。</p><p>顺便说一下对于PDD和bilibili的看法。PDD毫无疑问，韧性很强，在黑客事件之前，部分人对于这家公司的业务能力有所误判，你会发现这家公司不是那么容易做空的。但黑客事件之后，我就不太关心它能力强不强了，能力强我也不太想买了。</p><p>这次up主停更事件对b站的影响，幸亏股价跌的不是很多，如果跌的多股东甚至可以起诉。据我观察前两天b站一直在主页推荐各种我没有关注up的停更声明视频。这些up之前发布的视频我没有刷到过，反而是停更视频不停的出现在首页。自杀式推流毫无疑问的扩大了停更舆情，这种人为制造恐慌的运营简直匪夷所思，不知道上面那家买call的机构对此作何感想。</p><p>关于AI，虽然目前微软大单多头空头打的不可开交，不过明确站队的我依旧维持上周观点：</p><ul><li><p>sell <a data-mention-id=\"MSFT 20230414 280.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MSFT\" href=\"https://laohu8.com/OPT/MSFT%2020230414%20280.0%20PUT\">$MSFT 20230414 280.0 PUT$</a></p></li></ul><p></p><p>上周五暴涨的 <a data-mention-id=\"AI\" class=\"teditor-mention\" data-mention-name=\"C3.ai, Inc.\" href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a> 也有大单半路上车：</p><ul><li><p>买 <a data-mention-id=\"AI 20230519 35.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AI\" href=\"https://laohu8.com/OPT/AI%2020230519%2035.0%20CALL\">$AI 20230519 35.0 CALL$</a></p></li><li><p>卖 <a data-mention-id=\"AI 20230519 35.0 PUT\" class=\"teditor-mention\" data-mention-name=\"AI\" href=\"https://laohu8.com/OPT/AI%2020230519%2035.0%20PUT\">$AI 20230519 35.0 PUT$</a></p></li></ul><p>对于这家公司我没太深入理解，如此着急上车不知道是做财报季预期还是有内幕。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9e389b61158a8ee60575dad3f1ec2b6\" tg-width=\"2424\" tg-height=\"270\"></p><p></p><p>今年就是这样，高风险高机遇，要控制好仓位，不能全部all in ，但也不能全部现金空仓。股市黑天鹅是不少，但全部踏空也同样难受。</p></body></html>","text":"结论是上周更新两篇文章依旧具有时效性，市场逻辑没什么变化。阿里一拆六并不是一次性爆发事件，而是对中概股整体有提振情绪；银行板块风险也确实落地了。 不过如果你错过了上周的上车机会，这周可以等回调，或者sell put，因为： 卖 $BABA 20230406 109.0 CALL$ 买 $BABA 20230406 120.0 CALL$ 从大单来看阿里本周大概率处于震荡状态。 中概整体启动这事，不光是因为大单陆续在33～34这个行权价价位买入了KWEB看涨期权，同时中概股个股也可以见到很多call大单布局： 买$KWEB 20230421 33.0 CALL$ 卖$KWEB 20230421 37.0 CALL$ 以及其他中概股看涨大单： $TAL 20230519 8.0 CALL$ $JD 20230616 45.0 CALL$ $BILI 20240119 30.0 CALL$ 不过可惜的是根据ETF大单的时间精度，机构对于未来趋势也颇有走一步看一步的味道，行情不会很持久，大概2～3周。 顺便说一下对于PDD和bilibili的看法。PDD毫无疑问，韧性很强，在黑客事件之前，部分人对于这家公司的业务能力有所误判，你会发现这家公司不是那么容易做空的。但黑客事件之后，我就不太关心它能力强不强了，能力强我也不太想买了。 这次up主停更事件对b站的影响，幸亏股价跌的不是很多，如果跌的多股东甚至可以起诉。据我观察前两天b站一直在主页推荐各种我没有关注up的停更声明视频。这些up之前发布的视频我没有刷到过，反而是停更视频不停的出现在首页。自杀式推流毫无疑问的扩大了停更舆情，这种人为制造恐慌的运营简直匪夷所思，不知道上面那家买call的机构对此作何感想。 关于AI，虽然目前微软大单多头空头打的不可开交，不过明确站队的我依旧维持上周观点： sell $MSFT 20230414 280.0 PUT$ 上周五暴涨的 $C3.ai, Inc.(AI)$ 也有大单半路上车： 买 $AI 20230519 35.0 CALL$ 卖 $AI 20230519 35.0 PUT$ 对于这家公司我没太深入理解，如此着急上车不知道是做财报季预期还是有内幕。 今年就是这样，高风险高机遇，要控制好仓位，不能全部all in ，但也不能全部现金空仓。股市黑天鹅是不少，但全部踏空也同样难受。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/653395726","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BILI%2020240119%2030.0%20CALL","AI%2020230519%2035.0%20PUT","AI%2020230519%2035.0%20CALL","BABA%2020230406%20120.0%20CALL","JD%2020230616%2045.0%20CALL","TAL%2020230519%208.0%20CALL","KWEB%2020230421%2037.0%20CALL","KWEB%2020230421%2033.0%20CALL","AI","MSFT%2020230414%20280.0%20PUT","BABA%2020230406%20109.0%20CALL"],"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":1527,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":2013,"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":40,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/653369794"}