PhilipChow
2021-11-18
Great ariticle, would you like to share it?
@期权小班长：
B站和SEA能抄底吗？如何应对财报后股价反复震荡？
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\n <td>2021/11/26</td> \n <td>70</td> \n <td>0.34</td> \n <td>93%</td> \n <td>16%？</td> \n </tr> \n <tr> \n <td>SE</td> \n <td>2021/11/26</td> \n <td>260</td> \n <td>0.42</td> \n <td>57%</td> \n <td>5.6%</td> \n </tr> \n <tr> \n <td>本周曾推荐</td> \n <td>仅做跟踪记录</td> \n </tr> \n <tr> \n <td>PDD</td> \n <td>2021/11/26</td> \n <td>80</td> \n <td>0.78</td> \n <td>84%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>V</td> \n <td>2021/11/26</td> \n <td>200</td> \n <td>0.34</td> \n <td>30%</td> \n <td>有风险</td> \n </tr> \n <tr> \n <td>BABA</td> \n <td>2021/11/26</td> \n <td>144</td> \n <td>0.32</td> \n <td>58%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>DIDI</td> \n <td>2021/11/26</td> \n <td>8</td> \n <td>0.1</td> \n <td>75%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>TSLA</td> \n <td>2021/11/19</td> \n <td>850</td> \n <td>0.32</td> \n <td>102%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>NIO</td> \n <td>2021/11/26</td> \n <td>36</td> \n <td>0.22</td> \n <td>61%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>XPEV</td> \n <td>2021/11/26</td> \n <td>41</td> \n <td>0.39</td> \n <td>96%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>NVDA</td> \n <td>2021/11/26</td> \n <td>260</td> \n <td>0.96</td> \n <td>62%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>SNOW</td> \n <td>2021/11/26</td> \n <td>340</td> \n <td>0.4</td> \n <td>54%</td> \n <td>——————</td> \n </tr> \n </tbody> \n</table> <p><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 盘前财报，净亏损26.77亿元远超去年同期10.82亿，一度大跌9%，我曾一度大喜，开盘put可以卖个好价钱，不过股价又随之拉升，令人遗憾。近期看，我不认为b站会再跌破60，行权价选择70。</p> <p>b站抖音继微博和公众号之后承担了国民社区这一职责，而且可见的低龄化参与：前几天群友分享了b站一个初中up主讨论叙利亚局势的视频，看完后大感震撼。在扩圈后，b站使用年龄层向上拓展了，但低龄参与也并没有下降，我认为有青少年持续参与的业务才有发展潜力，比如<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> ，这一点让我看到了b站值得sell put 的潜力。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8120b979dc0192abf26f3bcfc47bd8ab\" tg-width=\"1079\" tg-height=\"1094\"><a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 和b站一样财报披露后股价走跌，我们上周做了11/19到期行权价为295的put，如无意外本周安全到期收获权利金。虽然股价大跌，但我依然认为Sea公司依然值得sell put，因为高瓴披露13f文件显示Q3建仓了33万股。自动精准清仓教育股后，我就很佩服高瓴的'眼光'，跟着大佬买犯错概率小，推荐大家也去看看这几天陆续披露的13f文件，充实一下自选股股票池。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c51b8ee4d354ccaa456ffd2f1187ef98\" tg-width=\"1079\" tg-height=\"1094\"><a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$</a> 遇到一个小黑天鹅，亚马逊将停止接受英国发行visa信用卡。看来随着越来越多的二代支付公司上市，市场竞争进一步白热化。我觉得下周能维持在200块左右，不过有行权风险就不推荐了。</p> <p>基础阅读：<a href=\"https://laohu8.com/TW/841413703\" target=\"_blank\">为什么别人做期权赚钱，你做亏钱？5分钟期权策略入门，收藏必看！</a></p> <table> \n <tbody></tbody> \n</table></body></html>","htmlText":"<html><head></head><body><p>美股最好的季节来了，今年的收益率能不能达到新高就看这两个月了。</p> <p>大家可以去翻一下纳指往年11月～2月的走势情况，相信老股民看到我上面这段话已经很有默契的点头了。原本以为马斯克会给股市降降温，但从这两天的行情来看，马总似乎没有继续砸盘的意思了。两国关系也随着对话顺利进行进一步缓和，目前没有看到宏观层面的威胁，所以任何一个回调都是比较好的上车机会。</p> <p>当然涨不涨还是因标的而异，有些股票习惯年中涨，年末横盘，你也没有办法，对于这种情况可能sell put就是最万能的策略了。</p> <p>今日卖put池：</p> <table> \n <colgroup></colgroup> \n <tbody> \n <tr> \n <td>标的代码</td> \n <td>到期日</td> \n <td>行权价</td> \n <td>权利金</td> \n <td>隐含波动率</td> \n <td>年化收益%</td> \n </tr> \n <tr> \n <td>BILI</td> \n <td>2021/11/26</td> \n <td>70</td> \n <td>0.34</td> \n <td>93%</td> \n <td>16%？</td> \n </tr> \n <tr> \n <td>SE</td> \n <td>2021/11/26</td> \n <td>260</td> \n <td>0.42</td> \n <td>57%</td> \n <td>5.6%</td> \n </tr> \n <tr> \n <td>本周曾推荐</td> \n <td>仅做跟踪记录</td> \n </tr> \n <tr> \n <td>PDD</td> \n <td>2021/11/26</td> \n <td>80</td> \n <td>0.78</td> \n <td>84%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>V</td> \n <td>2021/11/26</td> \n <td>200</td> \n <td>0.34</td> \n <td>30%</td> \n <td>有风险</td> \n </tr> \n <tr> \n <td>BABA</td> \n <td>2021/11/26</td> \n <td>144</td> \n <td>0.32</td> \n <td>58%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>DIDI</td> \n <td>2021/11/26</td> \n <td>8</td> \n <td>0.1</td> \n <td>75%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>TSLA</td> \n <td>2021/11/19</td> \n <td>850</td> \n <td>0.32</td> \n <td>102%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>NIO</td> \n <td>2021/11/26</td> \n <td>36</td> \n <td>0.22</td> \n <td>61%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>XPEV</td> \n <td>2021/11/26</td> \n <td>41</td> \n <td>0.39</td> \n <td>96%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>NVDA</td> \n <td>2021/11/26</td> \n <td>260</td> \n <td>0.96</td> \n <td>62%</td> \n <td>——————</td> \n </tr> \n <tr> \n <td>SNOW</td> \n <td>2021/11/26</td> \n <td>340</td> \n <td>0.4</td> \n <td>54%</td> \n <td>——————</td> \n </tr> \n </tbody> \n</table> <p><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 盘前财报，净亏损26.77亿元远超去年同期10.82亿，一度大跌9%，我曾一度大喜，开盘put可以卖个好价钱，不过股价又随之拉升，令人遗憾。近期看，我不认为b站会再跌破60，行权价选择70。</p> <p>b站抖音继微博和公众号之后承担了国民社区这一职责，而且可见的低龄化参与：前几天群友分享了b站一个初中up主讨论叙利亚局势的视频，看完后大感震撼。在扩圈后，b站使用年龄层向上拓展了，但低龄参与也并没有下降，我认为有青少年持续参与的业务才有发展潜力，比如<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> ，这一点让我看到了b站值得sell put 的潜力。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8120b979dc0192abf26f3bcfc47bd8ab\" tg-width=\"1079\" tg-height=\"1094\"><a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 和b站一样财报披露后股价走跌，我们上周做了11/19到期行权价为295的put，如无意外本周安全到期收获权利金。虽然股价大跌，但我依然认为Sea公司依然值得sell put，因为高瓴披露13f文件显示Q3建仓了33万股。自动精准清仓教育股后，我就很佩服高瓴的'眼光'，跟着大佬买犯错概率小，推荐大家也去看看这几天陆续披露的13f文件，充实一下自选股股票池。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c51b8ee4d354ccaa456ffd2f1187ef98\" tg-width=\"1079\" tg-height=\"1094\"><a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$</a> 遇到一个小黑天鹅，亚马逊将停止接受英国发行visa信用卡。看来随着越来越多的二代支付公司上市，市场竞争进一步白热化。我觉得下周能维持在200块左右，不过有行权风险就不推荐了。</p> <p>基础阅读：<a href=\"https://laohu8.com/TW/841413703\" target=\"_blank\">为什么别人做期权赚钱，你做亏钱？5分钟期权策略入门，收藏必看！</a></p> <table> \n <tbody></tbody> \n</table></body></html>","text":"美股最好的季节来了，今年的收益率能不能达到新高就看这两个月了。 大家可以去翻一下纳指往年11月～2月的走势情况，相信老股民看到我上面这段话已经很有默契的点头了。原本以为马斯克会给股市降降温，但从这两天的行情来看，马总似乎没有继续砸盘的意思了。两国关系也随着对话顺利进行进一步缓和，目前没有看到宏观层面的威胁，所以任何一个回调都是比较好的上车机会。 当然涨不涨还是因标的而异，有些股票习惯年中涨，年末横盘，你也没有办法，对于这种情况可能sell put就是最万能的策略了。 今日卖put池： 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% BILI 2021/11/26 70 0.34 93% 16%？ SE 2021/11/26 260 0.42 57% 5.6% 本周曾推荐 仅做跟踪记录 PDD 2021/11/26 80 0.78 84% —————— V 2021/11/26 200 0.34 30% 有风险 BABA 2021/11/26 144 0.32 58% —————— DIDI 2021/11/26 8 0.1 75% —————— TSLA 2021/11/19 850 0.32 102% —————— NIO 2021/11/26 36 0.22 61% —————— XPEV 2021/11/26 41 0.39 96% —————— NVDA 2021/11/26 260 0.96 62% —————— SNOW 2021/11/26 340 0.4 54% —————— $哔哩哔哩(BILI)$ 盘前财报，净亏损26.77亿元远超去年同期10.82亿，一度大跌9%，我曾一度大喜，开盘put可以卖个好价钱，不过股价又随之拉升，令人遗憾。近期看，我不认为b站会再跌破60，行权价选择70。 b站抖音继微博和公众号之后承担了国民社区这一职责，而且可见的低龄化参与：前几天群友分享了b站一个初中up主讨论叙利亚局势的视频，看完后大感震撼。在扩圈后，b站使用年龄层向上拓展了，但低龄参与也并没有下降，我认为有青少年持续参与的业务才有发展潜力，比如$Roblox Corporation(RBLX)$ ，这一点让我看到了b站值得sell put 的潜力。$Sea Ltd(SE)$ 和b站一样财报披露后股价走跌，我们上周做了11/19到期行权价为295的put，如无意外本周安全到期收获权利金。虽然股价大跌，但我依然认为Sea公司依然值得sell put，因为高瓴披露13f文件显示Q3建仓了33万股。自动精准清仓教育股后，我就很佩服高瓴的'眼光'，跟着大佬买犯错概率小，推荐大家也去看看这几天陆续披露的13f文件，充实一下自选股股票池。$Visa(V)$ 遇到一个小黑天鹅，亚马逊将停止接受英国发行visa信用卡。看来随着越来越多的二代支付公司上市，市场竞争进一步白热化。我觉得下周能维持在200块左右，不过有行权风险就不推荐了。 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