Moderna 七月期权交易回顾

大叔观点时间

Moderna这是一支愿意长期持有的股票，作为投资组合的核心之一。

优点：1）成长空间大，2）和大盘的方向往往相反，天然对冲。

缺点：1）股价大起大落；2）公司的疫苗刚被曝可能对年轻人产生心肌炎的副作用。

MRNA股价7月一路冲天、8月先涨后跌，我们手上的股票也经历了过山车。

生物医药总体仓位还没有到18%的目标，其中的MRNA我们不愿意追涨，就通过卖看跌期权的办法找机会低价买入。

7月20日开仓8月20日到期的230put和8月11日开仓8月20日到期的350put都没有到达行权价，期权费放入口袋。

疫苗概念股被爆炒，谁是最优选？

疫苗巨头Moderna股价翻了3倍，辉瑞合作伙伴Biontech股价翻了4倍，诺瓦瓦克斯涨翻倍，Vaxart涨67%，辉瑞也涨了30%，谁才是最优选？

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。

精彩评论

老夫的少女心_
2021-08-24
老夫的少女心_
Moderna这是一支愿意长期持有的股票，作为投资组合的核心之一。这肯定没有问题，但是你的长线是指多久？
- 大叔观点时间:
  至少3年
哎呀呀小伙子
2021-08-24
哎呀呀小伙子
Moderna我是这样看的，疫情之后，这个股大概率会跌，或者是有很大的调整。
- 大叔观点时间:
  我们的小伙伴大白鹅一周买一股，把长期主义进行到底
小时候可帅了00
2021-08-24
小时候可帅了00
期权呀，你这是股市老司机，金融市场的多面手呀，啥都会呀。
- 大叔观点时间:
  我们主要还是喜欢高科技股票～～
宝宝金水_
2021-08-24
宝宝金水_
我跟楼上观点有些类似，Moderna只是一个疫情股，很有可能会像当年的非典。
- 大叔观点时间:
  除了疫苗股，它的基因技术还是很不错的，应用到了肿瘤和其它疫苗领域。比如说，OX40 属于抗肿瘤技术，处于临床一期。CMV则是对付泡状病毒的疫苗，处于临床三期，估计2年后上市。
  
  这两个产品都是走在世界前沿的，而且技术有其平台性和普遍性的特点，容易爆发。
  
  所以，整体看还是不错，
  
  之后的走势，再看吧！
揭人不揭短
2021-08-24
揭人不揭短
生物医药总体仓位还没有到18%的目标，其中的MRNA我们不愿意追涨，就通过卖看跌期权的办法找机会低价买入。巴菲特的绝技被你学会了。
罗杰斯之王
2021-08-25
罗杰斯之王
今晚的走势有些意外吧，拿PUT的可以安心的睡个好觉了，今天这个利好兑现利空，我目前没想通。希望得到指点。

发表看法

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