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石头L
期权交易 新能源 中概
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石头L
11-01 21:25
那你全仓做空多好[开心]
石头L
10-31 21:41
我开仓了
$LI 20241115 23.0 PUT$
,sell put 跌到这个位置再加一点
石头L
10-31 14:29
写在三季度理想汽车财报前
$理想汽车(LI)$
$小米集团-W(01810)$
$特斯拉(TSLA)$
一会理想要发三季报了,有意思的是,最近几天理想波动比较大,导致随着时间临近,put和call的价格都在涨,我们这种提前布局双卖的感觉有点吃亏,昨天高点双卖期权,差不多多一倍的钱,哈哈 财报大概率应该不错,好的一面:个人预测利润会超预期,虽然L6占比提升,但是汽车产业规模效应影响很大,个人不太担心毛利,感觉应该高于市场预期。另外裁员发生在二季度,对三季度财务角度应该也会有正面的影响。 短期也有担忧的一面,目前宏观环境没有看到实质的好转,汽车消费拉动不易,最近各地补贴都在陆续退坡,短期销售可能会有所回落,往年四季度汽车都算旺季,可能地补也还有一波,理想毛利也足够给消费者一些实惠,希望这次能扛住,四季度能够继续比三季度有一定增长就好,预期不要太高; 更长远来讲,还是有不少担忧,今年又多了一位强劲的对手小米,竞争格局还是不够好,其他对手似乎短期也很难出清,明年理想增程要持续面对问界(华为版理想)零跑(平民版理想)的持续竞争;理想i系列纯电产品打磨了这么久,产品力应该也是足够强的,但是明年同价位有小米SUV和新版model Y的加入,竞争格局依然激烈,智驾似乎也很难拉和这些强的对手拉开特别大的差距。最新消息理想国际化也在加速了,但国际化小米的基础比理想也好很多,对于理想来说国际化该交的学费和该踩的坑估计也少不了。 结论还是会继续持有,理想汽车看起来还是足够扎实,产品、团队和企业文化看起来也还是不错的,如果没有重大的问题,大概率理想还是有机会成为一家世界级的智能汽车企业,考虑
写在三季度理想汽车财报前
石头L
10-31 09:41
我开仓了
$LI 20241115 37.0 CALL$
,剩下仓位的全部sell covered call,30%空间,估计也不容易call走,卖了就卖了,后面再看看怎么继续
石头L
10-30
我开仓了
$瑞幸咖啡(LKNCY)$
,业绩不错,再买一点
石头L
10-29
我开仓了
$LI 20241101 26.0 PUT$
,财报应该不错,由于上周五27.5被行权了150手,所以继续补一个26的sell put,权利金回报年化100%,接了就接了不过理想四季度可能也不能太乐观,感觉四季度能稳住销量比三季度略有增长就行。总结:财报不担心,指引要小心
石头L
10-16
我开仓了
$PDD 20241220 100.0 PUT$
,来看看我最新分享的订单!
石头L
10-11
我开仓了
$TSLA 20241115 155.0 PUT$
,还是继续回到sell put,开仓,价格低点
石头L
10-11
我平仓了
$TSLA 20241025 185.0 PUT$
,平了吧,一天100%还行
石头L
10-11
我开仓了
$LI 20241018 25.0 PUT$
,有covered call,再补个sell put,接就接了
石头L
10-10
我开仓了
$TSLA 20241025 185.0 PUT$
,赌一赌特斯拉发布会低于预期或者财报低于预期,两次机会,时间也跨了两个会议,做好心理准备全部亏掉
石头L
10-10
我平仓了
$TSLA 20241018 185.0 PUT$
,觉得发布会可能还是含饼量高,提前平了
石头L
10-09
我开仓了
$DJT 20250117 115.0 CALL$
,裸卖了一些call,这个估值我觉得当选也是泡沫,如果到了就空
石头L
10-09
我开仓了
$MEN.HK 20241030 16.50 PUT$
,搞点消费股,如果接了长期持有继续买call
石头L
10-01
我开仓了
$TSLA 20241018 185.0 PUT$
,特斯拉虽然估值贵,但AI最接近大规模商业落地可能还是汽车,接了就接了,双卖。
石头L
10-01
我开仓了
$COIN 20241115 110.0 PUT$
,最近有点弱,这个价格接了就接了
石头L
09-27
我开仓了
$LI 20241018 33.0 CALL$
,剩下一半33卖个call
石头L
09-19
某知名美元VC的伴手礼上印的一段话,很有意思
石头L
09-19
我开仓了
$VNK.HK 20240927 4.50 CALL$
,平价sell covered call万科,之前sell put被行权接的,call走也很好,地产波动应该还会持续很大,虽然中长远的基本面承压,但短期降息周期利好和各种潜在政策出台的影响,还会剧烈波动,可以找合适机会轻仓收点权利金
石头L
09-18
我开仓了
$LI 20241018 26.0 CALL$
,sell covered call了一半仓位的理想,因为持有很多sell put,如果涨起来也不是坏事,真卖了一半也接受吧
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一会理想要发三季报了,有意思的是,最近几天理想波动比较大,导致随着时间临近,put和call的价格都在涨,我们这种提前布局双卖的感觉有点吃亏,昨天高点双卖期权,差不多多一倍的钱,哈哈 财报大概率应该不错,好的一面:个人预测利润会超预期,虽然L6占比提升,但是汽车产业规模效应影响很大,个人不太担心毛利,感觉应该高于市场预期。另外裁员发生在二季度,对三季度财务角度应该也会有正面的影响。 短期也有担忧的一面,目前宏观环境没有看到实质的好转,汽车消费拉动不易,最近各地补贴都在陆续退坡,短期销售可能会有所回落,往年四季度汽车都算旺季,可能地补也还有一波,理想毛利也足够给消费者一些实惠,希望这次能扛住,四季度能够继续比三季度有一定增长就好,预期不要太高; 更长远来讲,还是有不少担忧,今年又多了一位强劲的对手小米,竞争格局还是不够好,其他对手似乎短期也很难出清,明年理想增程要持续面对问界(华为版理想)零跑(平民版理想)的持续竞争;理想i系列纯电产品打磨了这么久,产品力应该也是足够强的,但是明年同价位有小米SUV和新版model Y的加入,竞争格局依然激烈,智驾似乎也很难拉和这些强的对手拉开特别大的差距。最新消息理想国际化也在加速了,但国际化小米的基础比理想也好很多,对于理想来说国际化该交的学费和该踩的坑估计也少不了。 结论还是会继续持有,理想汽车看起来还是足够扎实,产品、团队和企业文化看起来也还是不错的,如果没有重大的问题,大概率理想还是有机会成为一家世界级的智能汽车企业,考虑","text":"$理想汽车(LI)$ $小米集团-W(01810)$ $特斯拉(TSLA)$ 一会理想要发三季报了,有意思的是,最近几天理想波动比较大,导致随着时间临近,put和call的价格都在涨,我们这种提前布局双卖的感觉有点吃亏,昨天高点双卖期权,差不多多一倍的钱,哈哈 财报大概率应该不错,好的一面:个人预测利润会超预期,虽然L6占比提升,但是汽车产业规模效应影响很大,个人不太担心毛利,感觉应该高于市场预期。另外裁员发生在二季度,对三季度财务角度应该也会有正面的影响。 短期也有担忧的一面,目前宏观环境没有看到实质的好转,汽车消费拉动不易,最近各地补贴都在陆续退坡,短期销售可能会有所回落,往年四季度汽车都算旺季,可能地补也还有一波,理想毛利也足够给消费者一些实惠,希望这次能扛住,四季度能够继续比三季度有一定增长就好,预期不要太高; 更长远来讲,还是有不少担忧,今年又多了一位强劲的对手小米,竞争格局还是不够好,其他对手似乎短期也很难出清,明年理想增程要持续面对问界(华为版理想)零跑(平民版理想)的持续竞争;理想i系列纯电产品打磨了这么久,产品力应该也是足够强的,但是明年同价位有小米SUV和新版model Y的加入,竞争格局依然激烈,智驾似乎也很难拉和这些强的对手拉开特别大的差距。最新消息理想国际化也在加速了,但国际化小米的基础比理想也好很多,对于理想来说国际化该交的学费和该踩的坑估计也少不了。 结论还是会继续持有,理想汽车看起来还是足够扎实,产品、团队和企业文化看起来也还是不错的,如果没有重大的问题,大概率理想还是有机会成为一家世界级的智能汽车企业,考虑","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":12,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/366001032319216","isVote":1,"tweetType":1,"viewCount":8044,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"content":"我跟你想法差不多,盘前又补了一些","text":"我跟你想法差不多,盘前又补了一些","html":"我跟你想法差不多,盘前又补了一些"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365930379624576,"gmtCreate":1730338895975,"gmtModify":1730338993635,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a 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call,30%空间,估计也不容易call走,卖了就卖了,后面再看看怎么继续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365930379624576","isVote":1,"tweetType":1,"viewCount":4547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365751672344704,"gmtCreate":1730295266269,"gmtModify":1730295527719,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>,业绩不错,再买一点","listText":"我开仓了<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>,业绩不错,再买一点","text":"我开仓了$瑞幸咖啡(LKNCY)$ ,业绩不错,再买一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365751672344704","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365250504675520,"gmtCreate":1730182617195,"gmtModify":1730528140744,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241101 26.0 PUT\">$LI 20241101 26.0 PUT$ </a>,财报应该不错,由于上周五27.5被行权了150手,所以继续补一个26的sell put,权利金回报年化100%,接了就接了不过理想四季度可能也不能太乐观,感觉四季度能稳住销量比三季度略有增长就行。总结:财报不担心,指引要小心","listText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241101 26.0 PUT\">$LI 20241101 26.0 PUT$ </a>,财报应该不错,由于上周五27.5被行权了150手,所以继续补一个26的sell put,权利金回报年化100%,接了就接了不过理想四季度可能也不能太乐观,感觉四季度能稳住销量比三季度略有增长就行。总结:财报不担心,指引要小心","text":"我开仓了$LI 20241101 26.0 PUT$ ,财报应该不错,由于上周五27.5被行权了150手,所以继续补一个26的sell put,权利金回报年化100%,接了就接了不过理想四季度可能也不能太乐观,感觉四季度能稳住销量比三季度略有增长就行。总结:财报不担心,指引要小心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/365250504675520","isVote":1,"tweetType":1,"viewCount":8296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499573028018910","authorId":"3499573028018910","name":"智乾未来","avatar":"https://static.tigerbbs.com/595ee11d6613dc6e08e1e6684f18e82f","crmLevel":7,"crmLevelSwitch":1,"idStr":"3499573028018910","authorIdStr":"3499573028018910"},"content":"问界卖的很好,对理想竞争有点大。","text":"问界卖的很好,对理想竞争有点大。","html":"问界卖的很好,对理想竞争有点大。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360717696073816,"gmtCreate":1729091147414,"gmtModify":1729091272720,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/PDD 20241220 100.0 PUT\">$PDD 20241220 100.0 PUT$ </a>,来看看我最新分享的订单!","listText":"我开仓了<a href=\"https://laohu8.com/OPT/PDD 20241220 100.0 PUT\">$PDD 20241220 100.0 PUT$ </a>,来看看我最新分享的订单!","text":"我开仓了$PDD 20241220 100.0 PUT$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360717696073816","isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358996740116736,"gmtCreate":1728653731356,"gmtModify":1728653981441,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20241115 155.0 PUT\">$TSLA 20241115 155.0 PUT$ </a>,还是继续回到sell put,开仓,价格低点","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20241115 155.0 PUT\">$TSLA 20241115 155.0 PUT$ </a>,还是继续回到sell put,开仓,价格低点","text":"我开仓了$TSLA 20241115 155.0 PUT$ ,还是继续回到sell put,开仓,价格低点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358996740116736","isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358996527231256,"gmtCreate":1728653555640,"gmtModify":1728720241432,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20241025 185.0 PUT\">$TSLA 20241025 185.0 PUT$ </a>,平了吧,一天100%还行","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20241025 185.0 PUT\">$TSLA 20241025 185.0 PUT$ </a>,平了吧,一天100%还行","text":"我平仓了$TSLA 20241025 185.0 PUT$ ,平了吧,一天100%还行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358996527231256","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358687470481568,"gmtCreate":1728610504162,"gmtModify":1729319149362,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241018 25.0 PUT\">$LI 20241018 25.0 PUT$ </a>,有covered call,再补个sell put,接就接了","listText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241018 25.0 PUT\">$LI 20241018 25.0 PUT$ </a>,有covered call,再补个sell put,接就接了","text":"我开仓了$LI 20241018 25.0 PUT$ ,有covered call,再补个sell put,接就接了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/358687470481568","isVote":1,"tweetType":1,"viewCount":5838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358543601238432,"gmtCreate":1728575839061,"gmtModify":1728720134512,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20241025 185.0 PUT\">$TSLA 20241025 185.0 PUT$ </a>,赌一赌特斯拉发布会低于预期或者财报低于预期,两次机会,时间也跨了两个会议,做好心理准备全部亏掉","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20241025 185.0 PUT\">$TSLA 20241025 185.0 PUT$ </a>,赌一赌特斯拉发布会低于预期或者财报低于预期,两次机会,时间也跨了两个会议,做好心理准备全部亏掉","text":"我开仓了$TSLA 20241025 185.0 PUT$ ,赌一赌特斯拉发布会低于预期或者财报低于预期,两次机会,时间也跨了两个会议,做好心理准备全部亏掉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/358543601238432","isVote":1,"tweetType":1,"viewCount":6805,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475276094067245","authorId":"3475276094067245","name":"kuangxuanhua","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3475276094067245","authorIdStr":"3475276094067245"},"content":"我早盘看着跌下去就开了,现在已经麻了","text":"我早盘看着跌下去就开了,现在已经麻了","html":"我早盘看着跌下去就开了,现在已经麻了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358544162185352,"gmtCreate":1728575363866,"gmtModify":1728720134485,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20241018 185.0 PUT\">$TSLA 20241018 185.0 PUT$ </a>,觉得发布会可能还是含饼量高,提前平了","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20241018 185.0 PUT\">$TSLA 20241018 185.0 PUT$ </a>,觉得发布会可能还是含饼量高,提前平了","text":"我平仓了$TSLA 20241018 185.0 PUT$ ,觉得发布会可能还是含饼量高,提前平了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358544162185352","isVote":1,"tweetType":1,"viewCount":5430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358027161534760,"gmtCreate":1728445687544,"gmtModify":1728530740747,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/DJT 20250117 115.0 CALL\">$DJT 20250117 115.0 CALL$ </a>,裸卖了一些call,这个估值我觉得当选也是泡沫,如果到了就空","listText":"我开仓了<a href=\"https://laohu8.com/OPT/DJT 20250117 115.0 CALL\">$DJT 20250117 115.0 CALL$ </a>,裸卖了一些call,这个估值我觉得当选也是泡沫,如果到了就空","text":"我开仓了$DJT 20250117 115.0 CALL$ ,裸卖了一些call,这个估值我觉得当选也是泡沫,如果到了就空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358027161534760","isVote":1,"tweetType":1,"viewCount":5077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358027021443488,"gmtCreate":1728445655300,"gmtModify":1730327711468,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/MEN.HK 20241030 16.50 PUT\">$MEN.HK 20241030 16.50 PUT$ </a>,搞点消费股,如果接了长期持有继续买call","listText":"我开仓了<a href=\"https://laohu8.com/OPT/MEN.HK 20241030 16.50 PUT\">$MEN.HK 20241030 16.50 PUT$ </a>,搞点消费股,如果接了长期持有继续买call","text":"我开仓了$MEN.HK 20241030 16.50 PUT$ ,搞点消费股,如果接了长期持有继续买call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358027021443488","isVote":1,"tweetType":1,"viewCount":5140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355477324218496,"gmtCreate":1727796004431,"gmtModify":1728720241459,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20241018 185.0 PUT\">$TSLA 20241018 185.0 PUT$ </a>,特斯拉虽然估值贵,但AI最接近大规模商业落地可能还是汽车,接了就接了,双卖。","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20241018 185.0 PUT\">$TSLA 20241018 185.0 PUT$ </a>,特斯拉虽然估值贵,但AI最接近大规模商业落地可能还是汽车,接了就接了,双卖。","text":"我开仓了$TSLA 20241018 185.0 PUT$ ,特斯拉虽然估值贵,但AI最接近大规模商业落地可能还是汽车,接了就接了,双卖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355477324218496","isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355475072557168,"gmtCreate":1727795376469,"gmtModify":1727795676294,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/COIN 20241115 110.0 PUT\">$COIN 20241115 110.0 PUT$ </a>,最近有点弱,这个价格接了就接了","listText":"我开仓了<a href=\"https://laohu8.com/OPT/COIN 20241115 110.0 PUT\">$COIN 20241115 110.0 PUT$ </a>,最近有点弱,这个价格接了就接了","text":"我开仓了$COIN 20241115 110.0 PUT$ ,最近有点弱,这个价格接了就接了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355475072557168","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353751015915808,"gmtCreate":1727403176675,"gmtModify":1729342127449,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241018 33.0 CALL\">$LI 20241018 33.0 CALL$ </a>,剩下一半33卖个call","listText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241018 33.0 CALL\">$LI 20241018 33.0 CALL$ </a>,剩下一半33卖个call","text":"我开仓了$LI 20241018 33.0 CALL$ ,剩下一半33卖个call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353751015915808","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350996105036040,"gmtCreate":1726717988355,"gmtModify":1726717998490,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"某知名美元VC的伴手礼上印的一段话,很有意思","listText":"某知名美元VC的伴手礼上印的一段话,很有意思","text":"某知名美元VC的伴手礼上印的一段话,很有意思","images":[{"img":"https://static.tigerbbs.com/52510f7f43c122c126b59b3edc642a99","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350996105036040","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":350995587039528,"gmtCreate":1726717769195,"gmtModify":1728723287994,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/VNK.HK 20240927 4.50 CALL\">$VNK.HK 20240927 4.50 CALL$ </a>,平价sell covered call万科,之前sell put被行权接的,call走也很好,地产波动应该还会持续很大,虽然中长远的基本面承压,但短期降息周期利好和各种潜在政策出台的影响,还会剧烈波动,可以找合适机会轻仓收点权利金","listText":"我开仓了<a href=\"https://laohu8.com/OPT/VNK.HK 20240927 4.50 CALL\">$VNK.HK 20240927 4.50 CALL$ </a>,平价sell covered call万科,之前sell put被行权接的,call走也很好,地产波动应该还会持续很大,虽然中长远的基本面承压,但短期降息周期利好和各种潜在政策出台的影响,还会剧烈波动,可以找合适机会轻仓收点权利金","text":"我开仓了$VNK.HK 20240927 4.50 CALL$ ,平价sell covered call万科,之前sell put被行权接的,call走也很好,地产波动应该还会持续很大,虽然中长远的基本面承压,但短期降息周期利好和各种潜在政策出台的影响,还会剧烈波动,可以找合适机会轻仓收点权利金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350995587039528","isVote":1,"tweetType":1,"viewCount":4245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350776189112608,"gmtCreate":1726643771115,"gmtModify":1729319276037,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241018 26.0 CALL\">$LI 20241018 26.0 CALL$ </a>,sell covered call了一半仓位的理想,因为持有很多sell put,如果涨起来也不是坏事,真卖了一半也接受吧","listText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241018 26.0 CALL\">$LI 20241018 26.0 CALL$ </a>,sell covered call了一半仓位的理想,因为持有很多sell put,如果涨起来也不是坏事,真卖了一半也接受吧","text":"我开仓了$LI 20241018 26.0 CALL$ ,sell covered call了一半仓位的理想,因为持有很多sell put,如果涨起来也不是坏事,真卖了一半也接受吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350776189112608","isVote":1,"tweetType":1,"viewCount":6367,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"idStr":"1189159031340","authorIdStr":"1189159031340"},"content":"还是要搞一些现金流进来,短期也不至于涨到天上去","text":"还是要搞一些现金流进来,短期也不至于涨到天上去","html":"还是要搞一些现金流进来,短期也不至于涨到天上去"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":669942986,"gmtCreate":1662050883845,"gmtModify":1662050885618,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"维持之前观点,四季度理想汽车交付峰值有机会突破2万台 继续卖理想18~20的put,L8的信息看到了理想对L8极高的期待和野心,也看到李想对苹果产品布局的深度思考; 虽然上个月交付很烂,供应链、产能不出问题的前提下(考虑L8大大提前了节奏,产能今年有比较大的问题概率不低,需要更多调研)暂还是维持之前观点四季度单月交付峰值有机会上2万台,L860%、L940%;信心指数75,这波下跌大概率是个不错机会,抓住<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>","listText":"维持之前观点,四季度理想汽车交付峰值有机会突破2万台 继续卖理想18~20的put,L8的信息看到了理想对L8极高的期待和野心,也看到李想对苹果产品布局的深度思考; 虽然上个月交付很烂,供应链、产能不出问题的前提下(考虑L8大大提前了节奏,产能今年有比较大的问题概率不低,需要更多调研)暂还是维持之前观点四季度单月交付峰值有机会上2万台,L860%、L940%;信心指数75,这波下跌大概率是个不错机会,抓住<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>","text":"维持之前观点,四季度理想汽车交付峰值有机会突破2万台 继续卖理想18~20的put,L8的信息看到了理想对L8极高的期待和野心,也看到李想对苹果产品布局的深度思考; 虽然上个月交付很烂,供应链、产能不出问题的前提下(考虑L8大大提前了节奏,产能今年有比较大的问题概率不低,需要更多调研)暂还是维持之前观点四季度单月交付峰值有机会上2万台,L860%、L940%;信心指数75,这波下跌大概率是个不错机会,抓住$理想汽车(LI)$$理想汽车-W(02015)$","images":[{"img":"https://static.tigerbbs.com/86c093bae077292b63c5583a3ae35b77","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":177,"commentSize":29,"repostSize":15,"link":"https://laohu8.com/post/669942986","isVote":1,"tweetType":1,"viewCount":28475,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482988025047301","authorId":"3482988025047301","name":"PandaPong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3482988025047301","authorIdStr":"3482988025047301"},"content":"什么破玩意儿啊,还碰瓷添越,有个空气避震就当自己是豪车了吗。那断裂的不是理想是什么啊说先进的就更看不懂了。本来是做个200公里续航不到的小电车的,结果国家政策转变不得已做了个半吊子混动,美其名曰“增程”。还不是因为当时纯电技术不到位?怎么不见特斯拉做增程先混混?一款车卖了这么久,现金流还不错,总算是搞出来纯电了,比别家纯电的技术落后几年呢?","text":"什么破玩意儿啊,还碰瓷添越,有个空气避震就当自己是豪车了吗。那断裂的不是理想是什么啊说先进的就更看不懂了。本来是做个200公里续航不到的小电车的,结果国家政策转变不得已做了个半吊子混动,美其名曰“增程”。还不是因为当时纯电技术不到位?怎么不见特斯拉做增程先混混?一款车卖了这么久,现金流还不错,总算是搞出来纯电了,比别家纯电的技术落后几年呢?","html":"什么破玩意儿啊,还碰瓷添越,有个空气避震就当自己是豪车了吗。那断裂的不是理想是什么啊说先进的就更看不懂了。本来是做个200公里续航不到的小电车的,结果国家政策转变不得已做了个半吊子混动,美其名曰“增程”。还不是因为当时纯电技术不到位?怎么不见特斯拉做增程先混混?一款车卖了这么久,现金流还不错,总算是搞出来纯电了,比别家纯电的技术落后几年呢?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":684949196,"gmtCreate":1660063922220,"gmtModify":1660096594407,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"title":"复盘-我和瑞幸咖啡的故事","htmlText":"瑞幸退市后,投资角度一度觉得和这个公司再见了退市 集体诉讼 毒丸计划 也看到关了一些店,一度觉得可能某个平台公司会来接盘,毕竟赛道不错,品牌也做出来了后来发现周围很多朋友同事还是继续喝,还很系统的介绍瑞幸的生椰拿铁不错,甚至一些上游的不错咖啡豆品类基本被瑞幸给采购光了于是就认真问了问周围喝咖啡的人群,大致结论瑞幸不错,而且产品感觉比以前更好;看了看瑞幸财报收入增长不错,亏损也不断收窄,推算21年收入能到70亿左右(当时已经披露三季度55亿,四季度不增长75亿也是OK的)掐指一算,喜茶40亿收入,80亿+美金估值;瑞幸70亿收入,25亿美金估值;元气森林70亿+收入,150亿美金估值便宜、特别和喜茶一比(元气森林也是不错的赛道)准备出手、就开始慢慢买了一些1.开始每天喝一杯咖啡(个人体质咖啡因不耐受,虽然喝多了心脏难受,其实也还是喜欢喝,人总是喜欢糖和咖啡因的),问问店员生意,疫情影响,外卖占比之类的问题,新品好不好啊之类的问题2.拜访了瑞幸的大股东,确认了几件公开信息,创始人的问题已经解决,公司现在管理团队股东视角是满意的,开店节奏更科学、产品感觉更好、以及对于未来发展的规划,合理的财务预期,没有什么意外,不过对于产品的投入这点让人印象深刻,作为消费者也能感觉到公司在产品打造跨界营销这方面的用心,谷爱凌签了一堆消费品,毫无疑问最成功是瑞幸,个人认为和其他做的一般的品牌有10倍的效果差距。3.至于瑞幸还会不会有信用问题,逻辑也很简单,现在的股东结构,管理团队没有动力也没有必要(当年看也很奇怪,其实赛道没问题,为什么铤而走险,背后应该还有别的问题)另外我相信弹坑理论,瑞幸关注度和这次上升到中美监管问题的高度,也不会再来一次4.能不能重新上市回到主板获得机构关注,我相信瑞幸团队会努力,过程也会有一些不确定性,如果能回去,毫无疑问是个大红包,回不去,私有化估值太低也不会成功,最坏结","listText":"瑞幸退市后,投资角度一度觉得和这个公司再见了退市 集体诉讼 毒丸计划 也看到关了一些店,一度觉得可能某个平台公司会来接盘,毕竟赛道不错,品牌也做出来了后来发现周围很多朋友同事还是继续喝,还很系统的介绍瑞幸的生椰拿铁不错,甚至一些上游的不错咖啡豆品类基本被瑞幸给采购光了于是就认真问了问周围喝咖啡的人群,大致结论瑞幸不错,而且产品感觉比以前更好;看了看瑞幸财报收入增长不错,亏损也不断收窄,推算21年收入能到70亿左右(当时已经披露三季度55亿,四季度不增长75亿也是OK的)掐指一算,喜茶40亿收入,80亿+美金估值;瑞幸70亿收入,25亿美金估值;元气森林70亿+收入,150亿美金估值便宜、特别和喜茶一比(元气森林也是不错的赛道)准备出手、就开始慢慢买了一些1.开始每天喝一杯咖啡(个人体质咖啡因不耐受,虽然喝多了心脏难受,其实也还是喜欢喝,人总是喜欢糖和咖啡因的),问问店员生意,疫情影响,外卖占比之类的问题,新品好不好啊之类的问题2.拜访了瑞幸的大股东,确认了几件公开信息,创始人的问题已经解决,公司现在管理团队股东视角是满意的,开店节奏更科学、产品感觉更好、以及对于未来发展的规划,合理的财务预期,没有什么意外,不过对于产品的投入这点让人印象深刻,作为消费者也能感觉到公司在产品打造跨界营销这方面的用心,谷爱凌签了一堆消费品,毫无疑问最成功是瑞幸,个人认为和其他做的一般的品牌有10倍的效果差距。3.至于瑞幸还会不会有信用问题,逻辑也很简单,现在的股东结构,管理团队没有动力也没有必要(当年看也很奇怪,其实赛道没问题,为什么铤而走险,背后应该还有别的问题)另外我相信弹坑理论,瑞幸关注度和这次上升到中美监管问题的高度,也不会再来一次4.能不能重新上市回到主板获得机构关注,我相信瑞幸团队会努力,过程也会有一些不确定性,如果能回去,毫无疑问是个大红包,回不去,私有化估值太低也不会成功,最坏结","text":"瑞幸退市后,投资角度一度觉得和这个公司再见了退市 集体诉讼 毒丸计划 也看到关了一些店,一度觉得可能某个平台公司会来接盘,毕竟赛道不错,品牌也做出来了后来发现周围很多朋友同事还是继续喝,还很系统的介绍瑞幸的生椰拿铁不错,甚至一些上游的不错咖啡豆品类基本被瑞幸给采购光了于是就认真问了问周围喝咖啡的人群,大致结论瑞幸不错,而且产品感觉比以前更好;看了看瑞幸财报收入增长不错,亏损也不断收窄,推算21年收入能到70亿左右(当时已经披露三季度55亿,四季度不增长75亿也是OK的)掐指一算,喜茶40亿收入,80亿+美金估值;瑞幸70亿收入,25亿美金估值;元气森林70亿+收入,150亿美金估值便宜、特别和喜茶一比(元气森林也是不错的赛道)准备出手、就开始慢慢买了一些1.开始每天喝一杯咖啡(个人体质咖啡因不耐受,虽然喝多了心脏难受,其实也还是喜欢喝,人总是喜欢糖和咖啡因的),问问店员生意,疫情影响,外卖占比之类的问题,新品好不好啊之类的问题2.拜访了瑞幸的大股东,确认了几件公开信息,创始人的问题已经解决,公司现在管理团队股东视角是满意的,开店节奏更科学、产品感觉更好、以及对于未来发展的规划,合理的财务预期,没有什么意外,不过对于产品的投入这点让人印象深刻,作为消费者也能感觉到公司在产品打造跨界营销这方面的用心,谷爱凌签了一堆消费品,毫无疑问最成功是瑞幸,个人认为和其他做的一般的品牌有10倍的效果差距。3.至于瑞幸还会不会有信用问题,逻辑也很简单,现在的股东结构,管理团队没有动力也没有必要(当年看也很奇怪,其实赛道没问题,为什么铤而走险,背后应该还有别的问题)另外我相信弹坑理论,瑞幸关注度和这次上升到中美监管问题的高度,也不会再来一次4.能不能重新上市回到主板获得机构关注,我相信瑞幸团队会努力,过程也会有一些不确定性,如果能回去,毫无疑问是个大红包,回不去,私有化估值太低也不会成功,最坏结","images":[{"img":"https://static.tigerbbs.com/e844425d4c7953409ddb00f251d4fa4f","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":67,"commentSize":50,"repostSize":24,"link":"https://laohu8.com/post/684949196","isVote":1,"tweetType":1,"viewCount":37820,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3531893355697109","authorId":"3531893355697109","name":"MURPHY是只黑天鹅","avatar":"https://static.tigerbbs.com/df1d59e2d3198eb5fc62a82cd4ef7177","crmLevel":2,"crmLevelSwitch":1,"idStr":"3531893355697109","authorIdStr":"3531893355697109"},"content":"瑞幸这个季度的业绩有我一份力量[笑哭]好奇粉单交易流畅吗?听说流动性差,所以没敢下手","text":"瑞幸这个季度的业绩有我一份力量[笑哭]好奇粉单交易流畅吗?听说流动性差,所以没敢下手","html":"瑞幸这个季度的业绩有我一份力量[笑哭]好奇粉单交易流畅吗?听说流动性差,所以没敢下手"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":366001032319216,"gmtCreate":1730356145392,"gmtModify":1730357902987,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"title":"写在三季度理想汽车财报前","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 一会理想要发三季报了,有意思的是,最近几天理想波动比较大,导致随着时间临近,put和call的价格都在涨,我们这种提前布局双卖的感觉有点吃亏,昨天高点双卖期权,差不多多一倍的钱,哈哈 财报大概率应该不错,好的一面:个人预测利润会超预期,虽然L6占比提升,但是汽车产业规模效应影响很大,个人不太担心毛利,感觉应该高于市场预期。另外裁员发生在二季度,对三季度财务角度应该也会有正面的影响。 短期也有担忧的一面,目前宏观环境没有看到实质的好转,汽车消费拉动不易,最近各地补贴都在陆续退坡,短期销售可能会有所回落,往年四季度汽车都算旺季,可能地补也还有一波,理想毛利也足够给消费者一些实惠,希望这次能扛住,四季度能够继续比三季度有一定增长就好,预期不要太高; 更长远来讲,还是有不少担忧,今年又多了一位强劲的对手小米,竞争格局还是不够好,其他对手似乎短期也很难出清,明年理想增程要持续面对问界(华为版理想)零跑(平民版理想)的持续竞争;理想i系列纯电产品打磨了这么久,产品力应该也是足够强的,但是明年同价位有小米SUV和新版model Y的加入,竞争格局依然激烈,智驾似乎也很难拉和这些强的对手拉开特别大的差距。最新消息理想国际化也在加速了,但国际化小米的基础比理想也好很多,对于理想来说国际化该交的学费和该踩的坑估计也少不了。 结论还是会继续持有,理想汽车看起来还是足够扎实,产品、团队和企业文化看起来也还是不错的,如果没有重大的问题,大概率理想还是有机会成为一家世界级的智能汽车企业,考虑","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 一会理想要发三季报了,有意思的是,最近几天理想波动比较大,导致随着时间临近,put和call的价格都在涨,我们这种提前布局双卖的感觉有点吃亏,昨天高点双卖期权,差不多多一倍的钱,哈哈 财报大概率应该不错,好的一面:个人预测利润会超预期,虽然L6占比提升,但是汽车产业规模效应影响很大,个人不太担心毛利,感觉应该高于市场预期。另外裁员发生在二季度,对三季度财务角度应该也会有正面的影响。 短期也有担忧的一面,目前宏观环境没有看到实质的好转,汽车消费拉动不易,最近各地补贴都在陆续退坡,短期销售可能会有所回落,往年四季度汽车都算旺季,可能地补也还有一波,理想毛利也足够给消费者一些实惠,希望这次能扛住,四季度能够继续比三季度有一定增长就好,预期不要太高; 更长远来讲,还是有不少担忧,今年又多了一位强劲的对手小米,竞争格局还是不够好,其他对手似乎短期也很难出清,明年理想增程要持续面对问界(华为版理想)零跑(平民版理想)的持续竞争;理想i系列纯电产品打磨了这么久,产品力应该也是足够强的,但是明年同价位有小米SUV和新版model Y的加入,竞争格局依然激烈,智驾似乎也很难拉和这些强的对手拉开特别大的差距。最新消息理想国际化也在加速了,但国际化小米的基础比理想也好很多,对于理想来说国际化该交的学费和该踩的坑估计也少不了。 结论还是会继续持有,理想汽车看起来还是足够扎实,产品、团队和企业文化看起来也还是不错的,如果没有重大的问题,大概率理想还是有机会成为一家世界级的智能汽车企业,考虑","text":"$理想汽车(LI)$ $小米集团-W(01810)$ $特斯拉(TSLA)$ 一会理想要发三季报了,有意思的是,最近几天理想波动比较大,导致随着时间临近,put和call的价格都在涨,我们这种提前布局双卖的感觉有点吃亏,昨天高点双卖期权,差不多多一倍的钱,哈哈 财报大概率应该不错,好的一面:个人预测利润会超预期,虽然L6占比提升,但是汽车产业规模效应影响很大,个人不太担心毛利,感觉应该高于市场预期。另外裁员发生在二季度,对三季度财务角度应该也会有正面的影响。 短期也有担忧的一面,目前宏观环境没有看到实质的好转,汽车消费拉动不易,最近各地补贴都在陆续退坡,短期销售可能会有所回落,往年四季度汽车都算旺季,可能地补也还有一波,理想毛利也足够给消费者一些实惠,希望这次能扛住,四季度能够继续比三季度有一定增长就好,预期不要太高; 更长远来讲,还是有不少担忧,今年又多了一位强劲的对手小米,竞争格局还是不够好,其他对手似乎短期也很难出清,明年理想增程要持续面对问界(华为版理想)零跑(平民版理想)的持续竞争;理想i系列纯电产品打磨了这么久,产品力应该也是足够强的,但是明年同价位有小米SUV和新版model Y的加入,竞争格局依然激烈,智驾似乎也很难拉和这些强的对手拉开特别大的差距。最新消息理想国际化也在加速了,但国际化小米的基础比理想也好很多,对于理想来说国际化该交的学费和该踩的坑估计也少不了。 结论还是会继续持有,理想汽车看起来还是足够扎实,产品、团队和企业文化看起来也还是不错的,如果没有重大的问题,大概率理想还是有机会成为一家世界级的智能汽车企业,考虑","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":12,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/366001032319216","isVote":1,"tweetType":1,"viewCount":8044,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459914977411353","authorId":"3459914977411353","name":"AlexWay","avatar":"https://static.tigerbbs.com/aa44bfa285c0fdf91ff76ca4a6c7a7a8","crmLevel":3,"crmLevelSwitch":0,"idStr":"3459914977411353","authorIdStr":"3459914977411353"},"content":"我跟你想法差不多,盘前又补了一些","text":"我跟你想法差不多,盘前又补了一些","html":"我跟你想法差不多,盘前又补了一些"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687806821,"gmtCreate":1660833552964,"gmtModify":1660866868108,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>理想又跌了,也合理,之前写过个帖子说了对ONE的销量会比较悲观,但是比预期还要更差,ONE销量基本崩了,根据财报的销量指引,这个月和下个月直接腰斩可能都不止不差钱的买L9是一方面,可能更大原因是ONE要换代了,而且L9也带来了用户对L8的美好憧憬和想象,这时候买ONE有种49年加入国民党的感觉,毕竟是三十多万的车了,对于大多数家庭还是一个重大决策。车型换代是一个难题,小鹏和理想ONE的小换代印象都被骂过,这次大换代压力会更大,李想在微博评论说想等L8的就别买ONE了,被各路人喷,说CEO管不住自己的嘴,影响ONE销量 坑了销售等等,其实还有更好的选择么?如果不提这么一句,后面被骂的更惨,我相信李想不会随意评论的(包括过去也是),至少后面轻装上阵了,也做好了牺牲ONE销量的准备了那么未来几个月是一个什么预测呢?财报提到L8会更快(有可能会提前到今年交付?),产品力不掉链子(我认为不会,至少是ONE的加强版,由于对于理想团队产品力的预期有点高,甚至希望有一些惊喜)L8上市后首月,个人预测理想汽车整体销量突破2W+,由于在等L8的30万预算+的人群挤压,产能跟上的话L8销量应该能够大于L9,甚至有望整体冲击2.5万,两款车平均售价40万左右。这个期待我认为75%能够完成不预测股价,因为也预测不了,价值投资嘛,慢慢来,后面继续跌的话慢慢买一点,保守一点就卖点put(贴一张我选的L9颜色[龇牙] )","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>理想又跌了,也合理,之前写过个帖子说了对ONE的销量会比较悲观,但是比预期还要更差,ONE销量基本崩了,根据财报的销量指引,这个月和下个月直接腰斩可能都不止不差钱的买L9是一方面,可能更大原因是ONE要换代了,而且L9也带来了用户对L8的美好憧憬和想象,这时候买ONE有种49年加入国民党的感觉,毕竟是三十多万的车了,对于大多数家庭还是一个重大决策。车型换代是一个难题,小鹏和理想ONE的小换代印象都被骂过,这次大换代压力会更大,李想在微博评论说想等L8的就别买ONE了,被各路人喷,说CEO管不住自己的嘴,影响ONE销量 坑了销售等等,其实还有更好的选择么?如果不提这么一句,后面被骂的更惨,我相信李想不会随意评论的(包括过去也是),至少后面轻装上阵了,也做好了牺牲ONE销量的准备了那么未来几个月是一个什么预测呢?财报提到L8会更快(有可能会提前到今年交付?),产品力不掉链子(我认为不会,至少是ONE的加强版,由于对于理想团队产品力的预期有点高,甚至希望有一些惊喜)L8上市后首月,个人预测理想汽车整体销量突破2W+,由于在等L8的30万预算+的人群挤压,产能跟上的话L8销量应该能够大于L9,甚至有望整体冲击2.5万,两款车平均售价40万左右。这个期待我认为75%能够完成不预测股价,因为也预测不了,价值投资嘛,慢慢来,后面继续跌的话慢慢买一点,保守一点就卖点put(贴一张我选的L9颜色[龇牙] )","text":"$理想汽车(LI)$$理想汽车-W(02015)$理想又跌了,也合理,之前写过个帖子说了对ONE的销量会比较悲观,但是比预期还要更差,ONE销量基本崩了,根据财报的销量指引,这个月和下个月直接腰斩可能都不止不差钱的买L9是一方面,可能更大原因是ONE要换代了,而且L9也带来了用户对L8的美好憧憬和想象,这时候买ONE有种49年加入国民党的感觉,毕竟是三十多万的车了,对于大多数家庭还是一个重大决策。车型换代是一个难题,小鹏和理想ONE的小换代印象都被骂过,这次大换代压力会更大,李想在微博评论说想等L8的就别买ONE了,被各路人喷,说CEO管不住自己的嘴,影响ONE销量 坑了销售等等,其实还有更好的选择么?如果不提这么一句,后面被骂的更惨,我相信李想不会随意评论的(包括过去也是),至少后面轻装上阵了,也做好了牺牲ONE销量的准备了那么未来几个月是一个什么预测呢?财报提到L8会更快(有可能会提前到今年交付?),产品力不掉链子(我认为不会,至少是ONE的加强版,由于对于理想团队产品力的预期有点高,甚至希望有一些惊喜)L8上市后首月,个人预测理想汽车整体销量突破2W+,由于在等L8的30万预算+的人群挤压,产能跟上的话L8销量应该能够大于L9,甚至有望整体冲击2.5万,两款车平均售价40万左右。这个期待我认为75%能够完成不预测股价,因为也预测不了,价值投资嘛,慢慢来,后面继续跌的话慢慢买一点,保守一点就卖点put(贴一张我选的L9颜色[龇牙] )","images":[{"img":"https://static.tigerbbs.com/e1c9c8ed235223704b422d95ebb71a9f","width":"1800","height":"2400"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":17,"commentSize":19,"repostSize":7,"link":"https://laohu8.com/post/687806821","isVote":1,"tweetType":1,"viewCount":64914,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"content":"倒车接人而已。别去从每天都在变化的细节里硬扣一些理由来试图佐证过去短期内的波动,可况还是马后炮😂","text":"倒车接人而已。别去从每天都在变化的细节里硬扣一些理由来试图佐证过去短期内的波动,可况还是马后炮😂","html":"倒车接人而已。别去从每天都在变化的细节里硬扣一些理由来试图佐证过去短期内的波动,可况还是马后炮😂"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":347574939680872,"gmtCreate":1725879061149,"gmtModify":1725888485358,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":" 本月理想汽车销量大概率历史新高了,最近各地补贴力度不错,车卖的很快~ 端到端9月10号开启试驾,预期这个版本有非常实在的提升,车位到车位不用接管的体验对于很多用户来说还是非常神奇的事情,可以预期的是虽然体验还不够完美,但用户实实在在感受过,就会成为选车的重要因素,端到端的里程碑到来,过去舆论战的失利因素会好很多,除了销量,市场口碑也有望走好~<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> <a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":" 本月理想汽车销量大概率历史新高了,最近各地补贴力度不错,车卖的很快~ 端到端9月10号开启试驾,预期这个版本有非常实在的提升,车位到车位不用接管的体验对于很多用户来说还是非常神奇的事情,可以预期的是虽然体验还不够完美,但用户实实在在感受过,就会成为选车的重要因素,端到端的里程碑到来,过去舆论战的失利因素会好很多,除了销量,市场口碑也有望走好~<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> <a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"本月理想汽车销量大概率历史新高了,最近各地补贴力度不错,车卖的很快~ 端到端9月10号开启试驾,预期这个版本有非常实在的提升,车位到车位不用接管的体验对于很多用户来说还是非常神奇的事情,可以预期的是虽然体验还不够完美,但用户实实在在感受过,就会成为选车的重要因素,端到端的里程碑到来,过去舆论战的失利因素会好很多,除了销量,市场口碑也有望走好~$理想汽车(LI)$ $理想汽车-W(02015)$ $特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":29,"commentSize":6,"repostSize":2,"link":"https://laohu8.com/post/347574939680872","isVote":1,"tweetType":1,"viewCount":8967,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"idStr":"1189159031340","authorIdStr":"1189159031340"},"content":"不错,今晚反弹了一些","text":"不错,今晚反弹了一些","html":"不错,今晚反弹了一些"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315732503695640,"gmtCreate":1718114095278,"gmtModify":1722662133927,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/NIO 20240628 4.0 PUT\">$NIO 20240628 4.0 PUT$ </a>,权利金还行,尽量不接盘","listText":"我开仓了<a href=\"https://laohu8.com/OPT/NIO 20240628 4.0 PUT\">$NIO 20240628 4.0 PUT$ </a>,权利金还行,尽量不接盘","text":"我开仓了$NIO 20240628 4.0 PUT$ ,权利金还行,尽量不接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/315732503695640","isVote":1,"tweetType":1,"viewCount":1172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358687470481568,"gmtCreate":1728610504162,"gmtModify":1729319149362,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241018 25.0 PUT\">$LI 20241018 25.0 PUT$ </a>,有covered call,再补个sell put,接就接了","listText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241018 25.0 PUT\">$LI 20241018 25.0 PUT$ </a>,有covered call,再补个sell put,接就接了","text":"我开仓了$LI 20241018 25.0 PUT$ ,有covered call,再补个sell put,接就接了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/358687470481568","isVote":1,"tweetType":1,"viewCount":5838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685314145,"gmtCreate":1659432284290,"gmtModify":1659445732399,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>蔚来ET5如果能起量,现在估值还是有吸引力的;现有的定位太高,几款车互相打架,虽然有争议,个人感觉新品牌是值得尝试和期待的;还没研究换电网络后面如何和低端品牌进行结合,可充可换在目前充电技术下是实在的体验提升,这个壁垒还是牛逼的虽然销量三家最低,但是考虑到车价,7月销量实际是过关的,打了这么多年的老车型依然卖的还行,口碑也是OK的比较担心的是et7供应链又有问题了,同一件事总翻车,看起来供应链管理是新势力里面最容易出问题的。考虑到蔚来确实干了很多事,管理能力能否跟上公司宏伟战略是个很大的挑战所以还是搞期权留足够安全垫,没敢直接上正股","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>蔚来ET5如果能起量,现在估值还是有吸引力的;现有的定位太高,几款车互相打架,虽然有争议,个人感觉新品牌是值得尝试和期待的;还没研究换电网络后面如何和低端品牌进行结合,可充可换在目前充电技术下是实在的体验提升,这个壁垒还是牛逼的虽然销量三家最低,但是考虑到车价,7月销量实际是过关的,打了这么多年的老车型依然卖的还行,口碑也是OK的比较担心的是et7供应链又有问题了,同一件事总翻车,看起来供应链管理是新势力里面最容易出问题的。考虑到蔚来确实干了很多事,管理能力能否跟上公司宏伟战略是个很大的挑战所以还是搞期权留足够安全垫,没敢直接上正股","text":"$蔚来(NIO)$$特斯拉(TSLA)$蔚来ET5如果能起量,现在估值还是有吸引力的;现有的定位太高,几款车互相打架,虽然有争议,个人感觉新品牌是值得尝试和期待的;还没研究换电网络后面如何和低端品牌进行结合,可充可换在目前充电技术下是实在的体验提升,这个壁垒还是牛逼的虽然销量三家最低,但是考虑到车价,7月销量实际是过关的,打了这么多年的老车型依然卖的还行,口碑也是OK的比较担心的是et7供应链又有问题了,同一件事总翻车,看起来供应链管理是新势力里面最容易出问题的。考虑到蔚来确实干了很多事,管理能力能否跟上公司宏伟战略是个很大的挑战所以还是搞期权留足够安全垫,没敢直接上正股","images":[{"img":"https://static.tigerbbs.com/9b938fb3d9685682495583c2cad7709f","width":"1284","height":"2538"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":16,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/685314145","isVote":1,"tweetType":1,"viewCount":20494,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000316","authorId":"9000000000000316","name":"丹尼尔加","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000316","authorIdStr":"9000000000000316"},"content":"相比于正股,期权就像是毒药,沾上了就戒不掉了","text":"相比于正股,期权就像是毒药,沾上了就戒不掉了","html":"相比于正股,期权就像是毒药,沾上了就戒不掉了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308334407327808,"gmtCreate":1716298926736,"gmtModify":1720494030912,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/XPEV 20240621 15.0 CALL\">$XPEV 20240621 15.0 CALL$ </a>,对冲一下,sell call,小鹏基本面还是不够强","listText":"我开仓了<a href=\"https://laohu8.com/OPT/XPEV 20240621 15.0 CALL\">$XPEV 20240621 15.0 CALL$ </a>,对冲一下,sell call,小鹏基本面还是不够强","text":"我开仓了$XPEV 20240621 15.0 CALL$ ,对冲一下,sell call,小鹏基本面还是不够强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/308334407327808","isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685025867,"gmtCreate":1659347845164,"gmtModify":1659354151435,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>理想卖20以下的put感觉风险还是很可控,1.目前大环境下智能车+新能源车本质是增量市场;2.团队产品能力极其突出、成本管控能力也不错;3.L9会非常火爆,短期销量不会有雷;4.我相信后面的L8和MPV也会非常好。5.唯一问题是估值谈不上便宜,卖卖put赚点钱买辆L9支持一下如果被行权了我也愿意长期持有或者继续卖call。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>理想卖20以下的put感觉风险还是很可控,1.目前大环境下智能车+新能源车本质是增量市场;2.团队产品能力极其突出、成本管控能力也不错;3.L9会非常火爆,短期销量不会有雷;4.我相信后面的L8和MPV也会非常好。5.唯一问题是估值谈不上便宜,卖卖put赚点钱买辆L9支持一下如果被行权了我也愿意长期持有或者继续卖call。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"$理想汽车(LI)$理想卖20以下的put感觉风险还是很可控,1.目前大环境下智能车+新能源车本质是增量市场;2.团队产品能力极其突出、成本管控能力也不错;3.L9会非常火爆,短期销量不会有雷;4.我相信后面的L8和MPV也会非常好。5.唯一问题是估值谈不上便宜,卖卖put赚点钱买辆L9支持一下如果被行权了我也愿意长期持有或者继续卖call。$特斯拉(TSLA)$$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/c5adeea0611324475df708b08ead007e","width":"1284","height":"2778"},{"img":"https://static.tigerbbs.com/d73f8536af962a64eec69f8b331b8236","width":"1284","height":"2778"},{"img":"https://static.tigerbbs.com/e9b4d02cbeeb5229f8521de4aaa9243b","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":11,"commentSize":7,"repostSize":3,"link":"https://laohu8.com/post/685025867","isVote":1,"tweetType":1,"viewCount":8922,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274801106341","authorId":"3479274801106341","name":"虎虎生风我要赢","avatar":"https://static.tigerbbs.com/67ccc06f2fcd2b9bc68f0a4c61b29f2a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274801106341","authorIdStr":"3479274801106341"},"content":"买车还是回归使用的本质,毕竟在车上的时间也就是那么点点而已。","text":"买车还是回归使用的本质,毕竟在车上的时间也就是那么点点而已。","html":"买车还是回归使用的本质,毕竟在车上的时间也就是那么点点而已。"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":365250504675520,"gmtCreate":1730182617195,"gmtModify":1730528140744,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241101 26.0 PUT\">$LI 20241101 26.0 PUT$ </a>,财报应该不错,由于上周五27.5被行权了150手,所以继续补一个26的sell put,权利金回报年化100%,接了就接了不过理想四季度可能也不能太乐观,感觉四季度能稳住销量比三季度略有增长就行。总结:财报不担心,指引要小心","listText":"我开仓了<a href=\"https://laohu8.com/OPT/LI 20241101 26.0 PUT\">$LI 20241101 26.0 PUT$ </a>,财报应该不错,由于上周五27.5被行权了150手,所以继续补一个26的sell put,权利金回报年化100%,接了就接了不过理想四季度可能也不能太乐观,感觉四季度能稳住销量比三季度略有增长就行。总结:财报不担心,指引要小心","text":"我开仓了$LI 20241101 26.0 PUT$ ,财报应该不错,由于上周五27.5被行权了150手,所以继续补一个26的sell put,权利金回报年化100%,接了就接了不过理想四季度可能也不能太乐观,感觉四季度能稳住销量比三季度略有增长就行。总结:财报不担心,指引要小心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/365250504675520","isVote":1,"tweetType":1,"viewCount":8296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499573028018910","authorId":"3499573028018910","name":"智乾未来","avatar":"https://static.tigerbbs.com/595ee11d6613dc6e08e1e6684f18e82f","crmLevel":7,"crmLevelSwitch":1,"idStr":"3499573028018910","authorIdStr":"3499573028018910"},"content":"问界卖的很好,对理想竞争有点大。","text":"问界卖的很好,对理想竞争有点大。","html":"问界卖的很好,对理想竞争有点大。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342898801521016,"gmtCreate":1724720696569,"gmtModify":1726901336354,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/PDD 20240920 80.0 PUT\">$PDD 20240920 80.0 PUT$ </a>,补了一些Sell put,PDD如此的增长下,看起来还在继续追求长期价值,黄铮应该不是那种不分红不追求股东回报的人,我是相信多多在追求更健康和长远的平台。如果真的跌很多就多接一些","listText":"我开仓了<a href=\"https://laohu8.com/OPT/PDD 20240920 80.0 PUT\">$PDD 20240920 80.0 PUT$ </a>,补了一些Sell put,PDD如此的增长下,看起来还在继续追求长期价值,黄铮应该不是那种不分红不追求股东回报的人,我是相信多多在追求更健康和长远的平台。如果真的跌很多就多接一些","text":"我开仓了$PDD 20240920 80.0 PUT$ ,补了一些Sell put,PDD如此的增长下,看起来还在继续追求长期价值,黄铮应该不是那种不分红不追求股东回报的人,我是相信多多在追求更健康和长远的平台。如果真的跌很多就多接一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":5,"link":"https://laohu8.com/post/342898801521016","isVote":1,"tweetType":1,"viewCount":14955,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546498224933772","authorId":"3546498224933772","name":"shuran","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3546498224933772","authorIdStr":"3546498224933772"},"content":"有没有简易操作sell put的平台啊?","text":"有没有简易操作sell put的平台啊?","html":"有没有简易操作sell put的平台啊?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666542320,"gmtCreate":1665758058060,"gmtModify":1665758061083,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>理想&蔚来,猜猜谁是新势力三家第一家月交付过2万的,需求都不是问题,L8 11月的订单已经排满,ET5更是供不应求;10月ET5交付感觉很难过万,11月可以期待下;理想公司对运营交付效率一直很优秀,管理上也更细致,L811月能否和L9携手交付各1万?当然如果10月NIO给个惊喜?或者两家11月共同迈上月销2万关口,各位觉得呢? 另外L7个人判断月销也能过1万;大概率明年上半年30万以上高端SUV前十款销量排行三款属于理想汽车,市场波动很大,股价也跌了很多,但是基本面没有看到新的变化,Sell put 15左右吧,做好风控!","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>理想&蔚来,猜猜谁是新势力三家第一家月交付过2万的,需求都不是问题,L8 11月的订单已经排满,ET5更是供不应求;10月ET5交付感觉很难过万,11月可以期待下;理想公司对运营交付效率一直很优秀,管理上也更细致,L811月能否和L9携手交付各1万?当然如果10月NIO给个惊喜?或者两家11月共同迈上月销2万关口,各位觉得呢? 另外L7个人判断月销也能过1万;大概率明年上半年30万以上高端SUV前十款销量排行三款属于理想汽车,市场波动很大,股价也跌了很多,但是基本面没有看到新的变化,Sell put 15左右吧,做好风控!","text":"$理想汽车(LI)$$蔚来(NIO)$$特斯拉(TSLA)$理想&蔚来,猜猜谁是新势力三家第一家月交付过2万的,需求都不是问题,L8 11月的订单已经排满,ET5更是供不应求;10月ET5交付感觉很难过万,11月可以期待下;理想公司对运营交付效率一直很优秀,管理上也更细致,L811月能否和L9携手交付各1万?当然如果10月NIO给个惊喜?或者两家11月共同迈上月销2万关口,各位觉得呢? 另外L7个人判断月销也能过1万;大概率明年上半年30万以上高端SUV前十款销量排行三款属于理想汽车,市场波动很大,股价也跌了很多,但是基本面没有看到新的变化,Sell put 15左右吧,做好风控!","images":[{"img":"https://static.tigerbbs.com/728cd044f21f33b233ca88e0a74fca5b","width":"666","height":"352"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/666542320","isVote":1,"tweetType":1,"viewCount":9354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474501087447989","authorId":"3474501087447989","name":"陈为之","avatar":"https://static.tigerbbs.com/0d8fda2682b25b78a706b6ebca366c7e","crmLevel":7,"crmLevelSwitch":1,"idStr":"3474501087447989","authorIdStr":"3474501087447989"},"content":"个人熟悉的供应商反应理想生产和品管差劲,而且新产品生命周期和理想one类似,也只有两年。搞不懂为啥看好这样的企业","text":"个人熟悉的供应商反应理想生产和品管差劲,而且新产品生命周期和理想one类似,也只有两年。搞不懂为啥看好这样的企业","html":"个人熟悉的供应商反应理想生产和品管差劲,而且新产品生命周期和理想one类似,也只有两年。搞不懂为啥看好这样的企业"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":322082889007416,"gmtCreate":1719642525573,"gmtModify":1726751068430,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/NIO 20240628 4.0 PUT\">$NIO 20240628 4.0 PUT$ </a>,来看看我最新分享的订单!","listText":"我平仓了<a href=\"https://laohu8.com/OPT/NIO 20240628 4.0 PUT\">$NIO 20240628 4.0 PUT$ </a>,来看看我最新分享的订单!","text":"我平仓了$NIO 20240628 4.0 PUT$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/322082889007416","isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685689321,"gmtCreate":1659604905565,"gmtModify":1659605046971,"author":{"id":"1189159031340","authorId":"1189159031340","name":"石头L","avatar":"https://static.tigerbbs.com/83762a299b02f866105d1b13840d9d7a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"1189159031340","authorIdStr":"1189159031340"},"themes":[],"htmlText":"经过上一波调整后更谨慎了,下半年计划:1.下注新能源同时避免买太贵2.极端行情下找一些期权交易机会3.便宜的好公司择机慢慢买点,压注中美不会完全分割(控制仓位)","listText":"经过上一波调整后更谨慎了,下半年计划:1.下注新能源同时避免买太贵2.极端行情下找一些期权交易机会3.便宜的好公司择机慢慢买点,压注中美不会完全分割(控制仓位)","text":"经过上一波调整后更谨慎了,下半年计划:1.下注新能源同时避免买太贵2.极端行情下找一些期权交易机会3.便宜的好公司择机慢慢买点,压注中美不会完全分割(控制仓位)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/685689321","isVote":1,"tweetType":1,"viewCount":7005,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3585800644196386","authorIdStr":"3585800644196386"},"content":"收益率 [强] sp赚的多还是正股?","text":"收益率 [强] sp赚的多还是正股?","html":"收益率 [强] 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