悟空的花果山的个人主页 - 老虎社区

悟空的花果山

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IP属地：广东

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悟空的花果山

01-10 23:20

我平仓了$英伟达 DIAGONAL 250228/250117 PUT 128.0/PUT 140.0$ ,时间换空间，roll到财报后日期，降低行权价

悟空的花果山

01-10 23:13

我平仓了$特斯拉 DIAGONAL 250110/250117 PUT 385.0/PUT 367.5$ ,roll到下周。选一个更低的行权价。

悟空的花果山

01-10 23:03

我开仓了$TSM 20250117 185.0 PUT$ ,拜登开年大礼。。。

悟空的花果山

01-10 22:52

乔拜登：我不给你搞崩我不姓乔。。。

@期权小班长:上任前的突袭！英伟达125put开仓4.7万手

悟空的花果山

01-10 17:10

我开仓了$特斯拉(TSLA)$ ,发新y了，加点呗

悟空的花果山

01-09 11:13

我开仓了$纳指100ETF(QQQ)$ ,日常定投

悟空的花果山

01-09 11:12

我开仓了$小米集团-W(01810)$ ,趁回调买点呗

悟空的花果山

01-08 22:41

大散被盯上了，这么大肥肉花街咬一口。也解释了ces期间突然的大跌。但应该不会有大回调了（猜测）

@期权小班长:巨型韭菜进场，庄稼狂割1亿

悟空的花果山

01-08 22:38

我开仓了$TSLA 20250117 370.0 PUT$ ,价格多么诱人，sell put方式加仓或收权利金

悟空的花果山

01-08

先转再赞

@投阅笔记:Palantir的投资逻辑、买入过程、以及卖出过程

悟空的花果山

01-08

我开仓了$NVDA 20250117 130.0 PUT$ ,通过sell put加英伟达

悟空的花果山

01-07

我开仓了$NVDA 20250117 140.0 PUT$ ,跌了开sell put ，财报前没问题👌

悟空的花果山

01-07

我开仓了$TCH.HK 20250127 360.00 PUT$ ,这是一个教训，不能提前设置好限价，结果暴跌忘了撤销。。。。

悟空的花果山

01-07

我开仓了$特斯拉(TSLA)$ ,这是个定投，持续买入正股。

悟空的花果山

01-07

我开仓了$TSLA 20250110 385.0 PUT$ ,刚才平了一张370的，再开一张385的。年前应该会发布焕新model y吧

悟空的花果山

01-07

我开仓了$First Trust Cloud Computing ETF(SKYY)$ ,AI agent主导2025，继续加仓

悟空的花果山

01-07

最近正准备sell put腾讯机会这就来了。。$腾讯控股(00700)$

腾讯控股ADR快速“跳水”，盘中跌逾6%

悟空的花果山

01-06

班长你什么时候写本书吧，太厉害了

@期权小班长:怎样拥有1200%装逼收益率：逼空行情细节分析

悟空的花果山

01-03

我开仓了$特斯拉(TSLA)$ ,继续加。

悟空的花果山

01-03

我开仓了$TSLA 20250131 280.0 PUT$ ,这价格要什么自行车

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,时间换空间，roll到财报后日期，降低行权价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391126999667168","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391234104987776,"gmtCreate":1736522037709,"gmtModify":1736523591593,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20250110 385.0 PUT BUY 1 | TSLA 20250117 367.5 PUT SELL 1\">$特斯拉 DIAGONAL 250110/250117 PUT 385.0/PUT 367.5$&nbsp;</a>,roll到下周。选一个更低的行权价。","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TSLA 20250110 385.0 PUT BUY 1 | TSLA 20250117 367.5 PUT SELL 1\">$特斯拉 DIAGONAL 250110/250117 PUT 385.0/PUT 367.5$&nbsp;</a>,roll到下周。选一个更低的行权价。","text":"我平仓了$特斯拉 DIAGONAL 250110/250117 PUT 385.0/PUT 367.5$ ,roll到下周。选一个更低的行权价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391234104987776","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391122798400024,"gmtCreate":1736521408196,"gmtModify":1736523521224,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TSM 20250117 185.0 PUT\">$TSM 20250117 185.0 PUT$&nbsp;</a>,拜登开年大礼。。。","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSM 20250117 185.0 PUT\">$TSM 20250117 185.0 PUT$&nbsp;</a>,拜登开年大礼。。。","text":"我开仓了$TSM 20250117 185.0 PUT$ ,拜登开年大礼。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391122798400024","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391120074310064,"gmtCreate":1736520738019,"gmtModify":1736523467300,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"乔拜登：我不给你搞崩我不姓乔。。。","listText":"乔拜登：我不给你搞崩我不姓乔。。。","text":"乔拜登：我不给你搞崩我不姓乔。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391120074310064","repostId":"391228688744904","repostType":1,"repost":{"id":391228688744904,"gmtCreate":1736520553062,"gmtModify":1736520571900,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"上任前的突袭！英伟达125put开仓4.7万手","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 这周五到下周有点危险。在经历过上周五3号杀空头，周二7号杀多头后，空头再度发力，开仓4.7万手1月17日到期125put <a href=\"https://laohu8.com/OPT/NVDA%2020250117%20125.0%20PUT\">$NVDA 20250117 125.0 PUT$</a> 。非场内交易，可能下周到期期权流动性好，所以直接挂单买。从这个挂单风格来看，空头也没想掩盖做空意图，直接有多少挂多少，不难被异动筛选。多头这边，机构下周sell call 144，对冲148:卖 <a href=\"https://laohu8.com/OPT/NVDA%2020250117%20144.0%20CALL\">$NVDA 20250117 144.0 CALL$</a> 买 <a href=\"https://laohu8.com/OPT/NVDA 20250117 148.0 CALL\">$NVDA 20250117 148.0 CALL$&nbsp;</a> 其人之所以不掩盖做空意图，估计做市商也支持17号当周看跌。如果今天暴跌续接周一低开，根据10号到期期权开仓明细，万手以上的未平仓call，基本上全部失去价值。看跌期权未平仓相比看涨期权少很多，所以不算是重点打击对象。然后17号先跌后涨，反弹到130以上140以下，多空双杀。所以今天有概率会反向复刻上周五行情，周五跌周一被逼多继续跌然后企稳。我跟买了125put <a href=\"https://laohu8.com/OPT/NVDA%2020250117%20125.0%20PUT\">$NVDA 20250117 125.0 PUT$</a> ，反正很便宜，看看这次能到哪儿。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 这周五到下周有点危险。在经历过上周五3号杀空头，周二7号杀多头后，空头再度发力，开仓4.7万手1月17日到期125put <a href=\"https://laohu8.com/OPT/NVDA%2020250117%20125.0%20PUT\">$NVDA 20250117 125.0 PUT$</a> 。非场内交易，可能下周到期期权流动性好，所以直接挂单买。从这个挂单风格来看，空头也没想掩盖做空意图，直接有多少挂多少，不难被异动筛选。多头这边，机构下周sell call 144，对冲148:卖 <a href=\"https://laohu8.com/OPT/NVDA%2020250117%20144.0%20CALL\">$NVDA 20250117 144.0 CALL$</a> 买 <a href=\"https://laohu8.com/OPT/NVDA 20250117 148.0 CALL\">$NVDA 20250117 148.0 CALL$&nbsp;</a> 其人之所以不掩盖做空意图，估计做市商也支持17号当周看跌。如果今天暴跌续接周一低开，根据10号到期期权开仓明细，万手以上的未平仓call，基本上全部失去价值。看跌期权未平仓相比看涨期权少很多，所以不算是重点打击对象。然后17号先跌后涨，反弹到130以上140以下，多空双杀。所以今天有概率会反向复刻上周五行情，周五跌周一被逼多继续跌然后企稳。我跟买了125put <a href=\"https://laohu8.com/OPT/NVDA%2020250117%20125.0%20PUT\">$NVDA 20250117 125.0 PUT$</a> ，反正很便宜，看看这次能到哪儿。","text":"$英伟达(NVDA)$ 这周五到下周有点危险。在经历过上周五3号杀空头，周二7号杀多头后，空头再度发力，开仓4.7万手1月17日到期125put $NVDA 20250117 125.0 PUT$ 。非场内交易，可能下周到期期权流动性好，所以直接挂单买。从这个挂单风格来看，空头也没想掩盖做空意图，直接有多少挂多少，不难被异动筛选。多头这边，机构下周sell call 144，对冲148:卖 $NVDA 20250117 144.0 CALL$ 买 $NVDA 20250117 148.0 CALL$ 其人之所以不掩盖做空意图，估计做市商也支持17号当周看跌。如果今天暴跌续接周一低开，根据10号到期期权开仓明细，万手以上的未平仓call，基本上全部失去价值。看跌期权未平仓相比看涨期权少很多，所以不算是重点打击对象。然后17号先跌后涨，反弹到130以上140以下，多空双杀。所以今天有概率会反向复刻上周五行情，周五跌周一被逼多继续跌然后企稳。我跟买了125put $NVDA 20250117 125.0 PUT$ 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,发新y了，加点呗","listText":"我开仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,发新y了，加点呗","text":"我开仓了$特斯拉(TSLA)$ ,发新y了，加点呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391143993749592","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390651891134696,"gmtCreate":1736392391982,"gmtModify":1736392817171,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a>,日常定投","listText":"我开仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a>,日常定投","text":"我开仓了$纳指100ETF(QQQ)$ ,日常定投","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390651891134696","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390538800759320,"gmtCreate":1736392374181,"gmtModify":1736392817206,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>,趁回调 买点呗","listText":"我开仓了<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>,趁回调 买点呗","text":"我开仓了$小米集团-W(01810)$ ,趁回调 买点呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390538800759320","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390358243471392,"gmtCreate":1736347310955,"gmtModify":1736347313338,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"大散被盯上了，这么大肥肉花街咬一口。也解释了ces期间突然的大跌。但应该不会有大回调了（猜测）","listText":"大散被盯上了，这么大肥肉花街咬一口。也解释了ces期间突然的大跌。但应该不会有大回调了（猜测）","text":"大散被盯上了，这么大肥肉花街咬一口。也解释了ces期间突然的大跌。但应该不会有大回调了（猜测）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390358243471392","repostId":"390464067932168","repostType":1,"repost":{"id":390464067932168,"gmtCreate":1736346524996,"gmtModify":1736346553218,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"巨型韭菜进场，庄稼狂割1亿","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 事实证明，昨天香槟开太早了。这事说起来也很雷人，周一批量买入看涨期权的，是有实力的大韭菜，而不是以往坐庄的机构。然后看走眼的我就变成了跟着大韭菜被割的小韭菜。周二英伟达开盘1小时股价跌至低位，这位大韭菜几乎平仓了所有周一开盘买入的二月到期看涨期权，粗略计算平仓了约47万手：平在最低点，本金几乎折损一半，粗略计算大约亏了1亿美元左右。翻翻历史文章，这位大韭菜我们认识，应该就是去年10月份文章里写的采购哥（<a href=\"https://laohu8.com/TW/359070387527840\" target=\"_blank\">神秘大散豪掷上亿，英伟达继续看涨</a>）。当时这哥们把3月到期看涨期权挨个买了一遍，颇为土豪。然后10月11月英伟达一直处于震荡状态，采购哥于11月25日遗憾离场（<a href=\"https://laohu8.com/TW/375242735456336\" target=\"_blank\">交了上亿的期权学费，土豪遗憾平仓英伟达看涨期权</a>）。采购哥本次开仓动机从行权价可以看出端倪。2月到期期权偏好围绕160构建采购策略，而恰好近期分析师给出的英伟达评级目标价是160～175。他大概是看过分析师报告，又发现逼空行情突破147，近期还有ces，认为有机会大涨所以直接梭哈。然后就被华尔街老司机们围剿了。被围剿的还有我这颗小韭菜。不过话说回来，从近期期权开仓情况来看，采购哥买的也不能说不对，就是意图太明显被割了。经过昨天一波收割看涨期权开仓行权价依然不低，近期目标显示还是150；看跌期权最低回调预期调整至120，也属于正常回调目标，比之前110左右预期要高。所以公开买看涨期权的名人里佩洛西是想的最明白的，买远期买深度价内，虽然只是降低保证金没起到什","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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href=\"https://laohu8.com/OPT/TSLA 20250117 370.0 PUT\">$TSLA 20250117 370.0 PUT$&nbsp;</a>,价格多么诱人，sell put方式加仓或收权利金","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20250117 370.0 PUT\">$TSLA 20250117 370.0 PUT$&nbsp;</a>,价格多么诱人，sell put方式加仓或收权利金","text":"我开仓了$TSLA 20250117 370.0 PUT$ ,价格多么诱人，sell put方式加仓或收权利金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390464861753432","isVote":1,"tweetType":1,"viewCount":4220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390248719720488,"gmtCreate":1736309867048,"gmtModify":1736309868848,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"先转再赞","listText":"先转再赞","text":"先转再赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390248719720488","repostId":"390224568037424","repostType":1,"repost":{"id":390224568037424,"gmtCreate":1736303971862,"gmtModify":1736304325973,"author":{"id":"3551233200528073","authorId":"3551233200528073","name":"投阅笔记","avatar":"https://static.tigerbbs.com/880e7458e2b86083ea5fcaee8dd335ea","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551233200528073","authorIdStr":"3551233200528073"},"themes":[],"title":"Palantir的投资逻辑、买入过程、以及卖出过程","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 今天把关于Palantir的投资逻辑、买入过程、以及卖出过程做个梳理。 首先明确说下我已经减持了85%的PLTR（以前的文章都有记录的），以目前的估值来说我是不看好，不过未来说不准，今天就是重新梳理下自己的思考。 01投资逻辑 说说的我看好PLTR的逻辑：公司创始人、公司业务。 (1)公司创始人 公司关键创始人有两个：Peter Thiel、Alexander Karp Peter Thiel： 职位为董事长。 关于他有三本书：《从0到1：开启商业与未来的秘密》、《彼得·蒂尔传 改变世界的逆行者》、《逆势者：彼得·蒂尔传》。今年我已经把这三本书看完了。蒂尔认为，创造价值的方法有两种：从0到1，从1到N。从0到1，选择去做创新的事情；从1到N，去做全球化（复制）的事情。当然本书主要说的是0到1，蒂尔认为，你做从0到1的生意，最后自然要形成垄断。 蒂尔说过公司的创立解决一个问题，这个问题目前所有公司都没有解决，这就是一个利基市场，在这之后围绕利基市场建立相关的业务，之后做到垄断。 关于彼得·蒂尔的三本书，我想重点推荐《从0到1》。 《逆势者：彼得·蒂尔传》相当于是他的传记吧。他投资了 PayPal(PYPL) 、Facebook【Meta Platforms(META)】、SpaceX、Spotify、LinkedIn和Yelp等公司，被称作硅谷创投教父。 关于PayPal这个公司的主要股东是他和埃隆·马斯克，后来卖给了易贝，不过这个公司走出来的人形成了一个圈子：“Paypal黑帮”，其中成员有：领英网的联合创始人里德·霍夫曼，Youtube的联合创始人陈士骏等，这个内容大概说下，详细内容可以看下这本书《逆势者：彼得·蒂尔传》。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 今天把关于Palantir的投资逻辑、买入过程、以及卖出过程做个梳理。 首先明确说下我已经减持了85%的PLTR（以前的文章都有记录的），以目前的估值来说我是不看好，不过未来说不准，今天就是重新梳理下自己的思考。 01投资逻辑 说说的我看好PLTR的逻辑：公司创始人、公司业务。 (1)公司创始人 公司关键创始人有两个：Peter Thiel、Alexander Karp Peter Thiel： 职位为董事长。 关于他有三本书：《从0到1：开启商业与未来的秘密》、《彼得·蒂尔传 改变世界的逆行者》、《逆势者：彼得·蒂尔传》。今年我已经把这三本书看完了。蒂尔认为，创造价值的方法有两种：从0到1，从1到N。从0到1，选择去做创新的事情；从1到N，去做全球化（复制）的事情。当然本书主要说的是0到1，蒂尔认为，你做从0到1的生意，最后自然要形成垄断。 蒂尔说过公司的创立解决一个问题，这个问题目前所有公司都没有解决，这就是一个利基市场，在这之后围绕利基市场建立相关的业务，之后做到垄断。 关于彼得·蒂尔的三本书，我想重点推荐《从0到1》。 《逆势者：彼得·蒂尔传》相当于是他的传记吧。他投资了 PayPal(PYPL) 、Facebook【Meta Platforms(META)】、SpaceX、Spotify、LinkedIn和Yelp等公司，被称作硅谷创投教父。 关于PayPal这个公司的主要股东是他和埃隆·马斯克，后来卖给了易贝，不过这个公司走出来的人形成了一个圈子：“Paypal黑帮”，其中成员有：领英网的联合创始人里德·霍夫曼，Youtube的联合创始人陈士骏等，这个内容大概说下，详细内容可以看下这本书《逆势者：彼得·蒂尔传》。","text":"$Palantir Technologies Inc.(PLTR)$ 今天把关于Palantir的投资逻辑、买入过程、以及卖出过程做个梳理。 首先明确说下我已经减持了85%的PLTR（以前的文章都有记录的），以目前的估值来说我是不看好，不过未来说不准，今天就是重新梳理下自己的思考。 01投资逻辑 说说的我看好PLTR的逻辑：公司创始人、公司业务。 (1)公司创始人 公司关键创始人有两个：Peter Thiel、Alexander Karp Peter Thiel： 职位为董事长。 关于他有三本书：《从0到1：开启商业与未来的秘密》、《彼得·蒂尔传 改变世界的逆行者》、《逆势者：彼得·蒂尔传》。今年我已经把这三本书看完了。蒂尔认为，创造价值的方法有两种：从0到1，从1到N。从0到1，选择去做创新的事情；从1到N，去做全球化（复制）的事情。当然本书主要说的是0到1，蒂尔认为，你做从0到1的生意，最后自然要形成垄断。 蒂尔说过公司的创立解决一个问题，这个问题目前所有公司都没有解决，这就是一个利基市场，在这之后围绕利基市场建立相关的业务，之后做到垄断。 关于彼得·蒂尔的三本书，我想重点推荐《从0到1》。 《逆势者：彼得·蒂尔传》相当于是他的传记吧。他投资了 PayPal(PYPL) 、Facebook【Meta Platforms(META)】、SpaceX、Spotify、LinkedIn和Yelp等公司，被称作硅谷创投教父。 关于PayPal这个公司的主要股东是他和埃隆·马斯克，后来卖给了易贝，不过这个公司走出来的人形成了一个圈子：“Paypal黑帮”，其中成员有：领英网的联合创始人里德·霍夫曼，Youtube的联合创始人陈士骏等，这个内容大概说下，详细内容可以看下这本书《逆势者：彼得·蒂尔传》。","images":[{"img":"https://static.tigerbbs.com/e181340a882ef304939f98e8062a8708","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390224568037424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390151114052144,"gmtCreate":1736297552385,"gmtModify":1736298598980,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/NVDA 20250117 130.0 PUT\">$NVDA 20250117 130.0 PUT$&nbsp;</a>,通过sell put加英伟达","listText":"我开仓了<a href=\"https://laohu8.com/OPT/NVDA 20250117 130.0 PUT\">$NVDA 20250117 130.0 PUT$&nbsp;</a>,通过sell put加英伟达","text":"我开仓了$NVDA 20250117 130.0 PUT$ ,通过sell put加英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390151114052144","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390009194439232,"gmtCreate":1736262911312,"gmtModify":1736522601818,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/NVDA 20250117 140.0 PUT\">$NVDA 20250117 140.0 PUT$&nbsp;</a>,跌了开sell put ，财报前没问题👌","listText":"我开仓了<a href=\"https://laohu8.com/OPT/NVDA 20250117 140.0 PUT\">$NVDA 20250117 140.0 PUT$&nbsp;</a>,跌了开sell put ，财报前没问题👌","text":"我开仓了$NVDA 20250117 140.0 PUT$ ,跌了开sell put ，财报前没问题👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390009194439232","isVote":1,"tweetType":1,"viewCount":3087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390007096492528,"gmtCreate":1736262300858,"gmtModify":1736306109815,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250127 360.00 PUT\">$TCH.HK 20250127 360.00 PUT$&nbsp;</a>,这是一个教训，不能提前设置好限价，结果暴跌忘了撤销。。。。","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250127 360.00 PUT\">$TCH.HK 20250127 360.00 PUT$&nbsp;</a>,这是一个教训，不能提前设置好限价，结果暴跌忘了撤销。。。。","text":"我开仓了$TCH.HK 20250127 360.00 PUT$ ,这是一个教训，不能提前设置好限价，结果暴跌忘了撤销。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390007096492528","isVote":1,"tweetType":1,"viewCount":3788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390006580417064,"gmtCreate":1736262265698,"gmtModify":1736263355331,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,这是个定投，持续买入正股。","listText":"我开仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,这是个定投，持续买入正股。","text":"我开仓了$特斯拉(TSLA)$ ,这是个定投，持续买入正股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390006580417064","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390006315332088,"gmtCreate":1736262111387,"gmtModify":1736522117640,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20250110 385.0 PUT\">$TSLA 20250110 385.0 PUT$&nbsp;</a>,刚才平了一张370的，再开一张385的。年前应该会发布焕新model y吧","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20250110 385.0 PUT\">$TSLA 20250110 385.0 PUT$&nbsp;</a>,刚才平了一张370的，再开一张385的。年前应该会发布焕新model y吧","text":"我开仓了$TSLA 20250110 385.0 PUT$ ,刚才平了一张370的，再开一张385的。年前应该会发布焕新model y吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390006315332088","isVote":1,"tweetType":1,"viewCount":3573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389663865365032,"gmtCreate":1736179960808,"gmtModify":1736180483051,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/SKYY\">$First Trust Cloud Computing ETF(SKYY)$&nbsp;</a>,AI agent主导2025，继续加仓","listText":"我开仓了<a href=\"https://laohu8.com/S/SKYY\">$First Trust Cloud Computing ETF(SKYY)$&nbsp;</a>,AI agent主导2025，继续加仓","text":"我开仓了$First Trust Cloud Computing ETF(SKYY)$ ,AI agent主导2025，继续加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389663865365032","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389670234968488,"gmtCreate":1736179600350,"gmtModify":1736179601747,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"最近正准备sell put腾讯 机会这就来了。。<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>&nbsp;","listText":"最近正准备sell put腾讯 机会这就来了。。<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>&nbsp;","text":"最近正准备sell put腾讯 机会这就来了。。$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389670234968488","repostId":"1186987574","repostType":4,"repost":{"id":"1186987574","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736179040,"share":"https://www.laohu8.com/m/news/1186987574?lang=&edition=full","pubTime":"2025-01-06 23:57","market":"us","language":"zh","title":"腾讯控股ADR快速“跳水”，盘中跌逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186987574","media":"老虎资讯综合","summary":"快速“跳水”。","content":"<html><head></head><body><p>周一，在美股市场交易的腾讯控股ADR快速“跳水”，盘中跌逾6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a9fa8c56169499524fd661f76eaa905\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股ADR快速“跳水”，盘中跌逾6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯控股ADR快速“跳水”，盘中跌逾6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-06 23:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，在美股市场交易的腾讯控股ADR快速“跳水”，盘中跌逾6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a9fa8c56169499524fd661f76eaa905\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186987574","content_text":"周一，在美股市场交易的腾讯控股ADR快速“跳水”，盘中跌逾6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389671696658840,"gmtCreate":1736178475665,"gmtModify":1736178477593,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"班长你什么时候写本书吧，太厉害了","listText":"班长你什么时候写本书吧，太厉害了","text":"班长你什么时候写本书吧，太厉害了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389671696658840","repostId":"389721646641216","repostType":1,"repost":{"id":389721646641216,"gmtCreate":1736176060822,"gmtModify":1736238294928,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"怎样拥有1200%装逼收益率：逼空行情细节分析","htmlText":"承接<a href=\"https://laohu8.com/TW/382318854582320\" target=\"_blank\">把握机会，财报爆赚2000%</a>，这篇文章里我们谈到了财报周五逼空行情。今天更进一步讨论非事件引发型的周五逼空行情。上周五，1月3日，英伟达股价高开高走，开盘140，10点半～12点股价到达143～143.9，因前几天观察到英伟达当周到期看涨期权被市场有意识的做多开仓，考虑到后半夜风控检查期权保证金有概率引发逼空，遂买入10号到期call <a href=\"https://laohu8.com/OPT/NVDA%2020250110%20150.0%20CALL\">$NVDA 20250110 150.0 CALL$</a> ，进一步验证逼空理论。本来末日行情应该买末日期权更应景，收益率晒出来更好看，末日收益率1200%，隔周收益率230%。但看过开头提到文章的朋友都知道，周五出现逼空行情下周一大概率高开，买下周到期期权可以吃到两次行情。但是周六醒来，发现后半场开启逼空行情的不是英伟达，而是特斯拉！明明两者在13点之前都是横盘，为什么特斯拉被逼空了，而英伟达平平无奇呢？本文就来分析一下两者末日期权表现细节，以便下次更好区分。1、未平仓量低反而容易逼空上一篇文章里例举了博通看涨期权周五成交情况，发现逼空行情下成交量是未平仓数量的10倍以上。这一特征在特斯拉身上也有所体现：395call成交量8.98万，未平仓只有5250手。英伟达成交量也非常高，但对比未平仓的倍数上远不如特斯拉。理论上英伟达不缺看涨力量，导致这种情况的原因下面会讲。2、重点关注平价期权开盘放量情况1点前稳定在某一价格，而且这个价格的平价call放量达到未平仓10倍就需要考虑逼空行情了。特斯拉11点半之前股价低于390，如图，390call","listText":"承接<a href=\"https://laohu8.com/TW/382318854582320\" target=\"_blank\">把握机会，财报爆赚2000%</a>，这篇文章里我们谈到了财报周五逼空行情。今天更进一步讨论非事件引发型的周五逼空行情。上周五，1月3日，英伟达股价高开高走，开盘140，10点半～12点股价到达143～143.9，因前几天观察到英伟达当周到期看涨期权被市场有意识的做多开仓，考虑到后半夜风控检查期权保证金有概率引发逼空，遂买入10号到期call <a href=\"https://laohu8.com/OPT/NVDA%2020250110%20150.0%20CALL\">$NVDA 20250110 150.0 CALL$</a> ，进一步验证逼空理论。本来末日行情应该买末日期权更应景，收益率晒出来更好看，末日收益率1200%，隔周收益率230%。但看过开头提到文章的朋友都知道，周五出现逼空行情下周一大概率高开，买下周到期期权可以吃到两次行情。但是周六醒来，发现后半场开启逼空行情的不是英伟达，而是特斯拉！明明两者在13点之前都是横盘，为什么特斯拉被逼空了，而英伟达平平无奇呢？本文就来分析一下两者末日期权表现细节，以便下次更好区分。1、未平仓量低反而容易逼空上一篇文章里例举了博通看涨期权周五成交情况，发现逼空行情下成交量是未平仓数量的10倍以上。这一特征在特斯拉身上也有所体现：395call成交量8.98万，未平仓只有5250手。英伟达成交量也非常高，但对比未平仓的倍数上远不如特斯拉。理论上英伟达不缺看涨力量，导致这种情况的原因下面会讲。2、重点关注平价期权开盘放量情况1点前稳定在某一价格，而且这个价格的平价call放量达到未平仓10倍就需要考虑逼空行情了。特斯拉11点半之前股价低于390，如图，390call","text":"承接把握机会，财报爆赚2000%，这篇文章里我们谈到了财报周五逼空行情。今天更进一步讨论非事件引发型的周五逼空行情。上周五，1月3日，英伟达股价高开高走，开盘140，10点半～12点股价到达143～143.9，因前几天观察到英伟达当周到期看涨期权被市场有意识的做多开仓，考虑到后半夜风控检查期权保证金有概率引发逼空，遂买入10号到期call $NVDA 20250110 150.0 CALL$ ，进一步验证逼空理论。本来末日行情应该买末日期权更应景，收益率晒出来更好看，末日收益率1200%，隔周收益率230%。但看过开头提到文章的朋友都知道，周五出现逼空行情下周一大概率高开，买下周到期期权可以吃到两次行情。但是周六醒来，发现后半场开启逼空行情的不是英伟达，而是特斯拉！明明两者在13点之前都是横盘，为什么特斯拉被逼空了，而英伟达平平无奇呢？本文就来分析一下两者末日期权表现细节，以便下次更好区分。1、未平仓量低反而容易逼空上一篇文章里例举了博通看涨期权周五成交情况，发现逼空行情下成交量是未平仓数量的10倍以上。这一特征在特斯拉身上也有所体现：395call成交量8.98万，未平仓只有5250手。英伟达成交量也非常高，但对比未平仓的倍数上远不如特斯拉。理论上英伟达不缺看涨力量，导致这种情况的原因下面会讲。2、重点关注平价期权开盘放量情况1点前稳定在某一价格，而且这个价格的平价call放量达到未平仓10倍就需要考虑逼空行情了。特斯拉11点半之前股价低于390，如图，390call","images":[{"img":"https://static.tigerbbs.com/571248db846c7ef20687f9e051600a40"},{"img":"https://static.tigerbbs.com/50de15790b99940d39ab09427e4e0487"},{"img":"https://static.tigerbbs.com/6e1055bc8d7fe37a53b80fa04eb780ae"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389721646641216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388680563712392,"gmtCreate":1735918541192,"gmtModify":1735920824830,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a 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下图中分别画了nvda的close和行权价曲线，红色的竖线代表这个策略被行权的情况。还是有一些值得分析的地方。我把这个策略开源在github，感兴趣可以到github或者gpt应用尝试，欢迎与我交流","images":[{"img":"https://static.tigerbbs.com/791990b5099202b6b023befdfac6806d","width":"2970","height":"1380"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/241016440697112","isVote":1,"tweetType":1,"viewCount":2905,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"content":"我有预感，你要赚钱，你要赚大钱","text":"我有预感，你要赚钱，你要赚大钱","html":"我有预感，你要赚钱，你要赚大钱"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":909266036,"gmtCreate":1556357212625,"gmtModify":1704800563018,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"title":"复盘2017-2019年的操作策略-上篇","htmlText":"其实潜伏在老虎社区两年多了，从2017年第一次入金到现在炒美股，经历了2017年牛市的末尾到2018年的大调整，包括心态、策略、成熟度上都有进步，周六闲来无事写下来一个是对自己的总结，方便以后跟踪，另一方面是回馈社区，帮助和我一样的新手逐渐从韭菜变成高级韭菜。。 港股2017年5月份从275开始买$腾讯控股(00700)$ ，采取定投的思路，有钱就加，大概每涨10%就加仓一次，但不是很严格。在372、417、383分三批清仓。清仓原因一是宏观条件，恒指、美股都在显著性的调整，权重股首当其冲。另一方面2018年国内开始整顿游戏行业，2018年4月之后游戏版号持续了10个月左右的时间没有发放。（笔者是游戏行业从业者，所以格外注意）三是腾讯在微信的变现上已经走到后期，没有下一个现象级的应用出现，当时短视频和信息流应用都打不过头条系，失去了未来战场。 腾讯在这之后一路下跌，一发不可收拾。470深跌到270左右。这里本人犯了一个大错误，因为同期美股大跌，判断趋势一年之内可能无法逆转，所以一直空仓观望。但当时应该换一种思路，这种价值股，可能五年一遇的打折大促销，为什么不买呢？ 2017年8月份，重仓$融创中国(01918)$ 。这里面有几个背景，一是17年房地产还处在最后的疯狂，二是融创因为资源独特迅速崛起，高于其他竞争对手，三是从万达手中低价接盘不少地块作为储备。成本在21左右，34清仓。这次能抓到这个机会一是在社区中看到一位房地产大神对于融创的分析（XXXXXXXXX），另一方面和一个比较资深的朋友交流，也坚定了我重仓的操作。 美股有趣的是，我在港股赚的钱，一大半都补贴给了特斯拉。。。三次买入特斯拉，三次亏钱。很多人其实买这一类股票就是买一个梦想（公司持续亏损、但是行业潜力巨大、增长迅速）。我甚至看了马斯克的自传，看完之后更坚定了我支持马斯克的决心。事实证明，我完全错。 对于一支","listText":"其实潜伏在老虎社区两年多了，从2017年第一次入金到现在炒美股，经历了2017年牛市的末尾到2018年的大调整，包括心态、策略、成熟度上都有进步，周六闲来无事写下来一个是对自己的总结，方便以后跟踪，另一方面是回馈社区，帮助和我一样的新手逐渐从韭菜变成高级韭菜。。 港股2017年5月份从275开始买$腾讯控股(00700)$ ，采取定投的思路，有钱就加，大概每涨10%就加仓一次，但不是很严格。在372、417、383分三批清仓。清仓原因一是宏观条件，恒指、美股都在显著性的调整，权重股首当其冲。另一方面2018年国内开始整顿游戏行业，2018年4月之后游戏版号持续了10个月左右的时间没有发放。（笔者是游戏行业从业者，所以格外注意）三是腾讯在微信的变现上已经走到后期，没有下一个现象级的应用出现，当时短视频和信息流应用都打不过头条系，失去了未来战场。 腾讯在这之后一路下跌，一发不可收拾。470深跌到270左右。这里本人犯了一个大错误，因为同期美股大跌，判断趋势一年之内可能无法逆转，所以一直空仓观望。但当时应该换一种思路，这种价值股，可能五年一遇的打折大促销，为什么不买呢？ 2017年8月份，重仓$融创中国(01918)$ 。这里面有几个背景，一是17年房地产还处在最后的疯狂，二是融创因为资源独特迅速崛起，高于其他竞争对手，三是从万达手中低价接盘不少地块作为储备。成本在21左右，34清仓。这次能抓到这个机会一是在社区中看到一位房地产大神对于融创的分析（XXXXXXXXX），另一方面和一个比较资深的朋友交流，也坚定了我重仓的操作。 美股有趣的是，我在港股赚的钱，一大半都补贴给了特斯拉。。。三次买入特斯拉，三次亏钱。很多人其实买这一类股票就是买一个梦想（公司持续亏损、但是行业潜力巨大、增长迅速）。我甚至看了马斯克的自传，看完之后更坚定了我支持马斯克的决心。事实证明，我完全错。 对于一支","text":"其实潜伏在老虎社区两年多了，从2017年第一次入金到现在炒美股，经历了2017年牛市的末尾到2018年的大调整，包括心态、策略、成熟度上都有进步，周六闲来无事写下来一个是对自己的总结，方便以后跟踪，另一方面是回馈社区，帮助和我一样的新手逐渐从韭菜变成高级韭菜。。 港股2017年5月份从275开始买$腾讯控股(00700)$ ，采取定投的思路，有钱就加，大概每涨10%就加仓一次，但不是很严格。在372、417、383分三批清仓。清仓原因一是宏观条件，恒指、美股都在显著性的调整，权重股首当其冲。另一方面2018年国内开始整顿游戏行业，2018年4月之后游戏版号持续了10个月左右的时间没有发放。（笔者是游戏行业从业者，所以格外注意）三是腾讯在微信的变现上已经走到后期，没有下一个现象级的应用出现，当时短视频和信息流应用都打不过头条系，失去了未来战场。 腾讯在这之后一路下跌，一发不可收拾。470深跌到270左右。这里本人犯了一个大错误，因为同期美股大跌，判断趋势一年之内可能无法逆转，所以一直空仓观望。但当时应该换一种思路，这种价值股，可能五年一遇的打折大促销，为什么不买呢？ 2017年8月份，重仓$融创中国(01918)$ 。这里面有几个背景，一是17年房地产还处在最后的疯狂，二是融创因为资源独特迅速崛起，高于其他竞争对手，三是从万达手中低价接盘不少地块作为储备。成本在21左右，34清仓。这次能抓到这个机会一是在社区中看到一位房地产大神对于融创的分析（XXXXXXXXX），另一方面和一个比较资深的朋友交流，也坚定了我重仓的操作。 美股有趣的是，我在港股赚的钱，一大半都补贴给了特斯拉。。。三次买入特斯拉，三次亏钱。很多人其实买这一类股票就是买一个梦想（公司持续亏损、但是行业潜力巨大、增长迅速）。我甚至看了马斯克的自传，看完之后更坚定了我支持马斯克的决心。事实证明，我完全错。 对于一支","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/909266036","isVote":1,"tweetType":1,"viewCount":14160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455405909713725","authorId":"3455405909713725","name":"小马哥6666","avatar":"https://static.tigerbbs.com/a7e23d410471a87fa2fbf50506ce06ff","crmLevel":4,"crmLevelSwitch":0,"idStr":"3455405909713725","authorIdStr":"3455405909713725"},"content":"为啥没早点看你的文章","text":"为啥没早点看你的文章","html":"为啥没早点看你的文章"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909245630,"gmtCreate":1556466659920,"gmtModify":1706965048724,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"title":"复盘2017-2019年的操作策略-中篇","htmlText":"接上篇，首先我要感谢一下上篇中我提到的大神 @人淡若菊 ，帮我赚到不少钱，一个小建议老虎可以加一个类似b站的充电功能（打赏），某篇文章给我带来灵感，我赚到钱或者有收获肯定愿意支持作者。这样应该能有效带动社区的氛围，一个股票社区应该是一个克制的社区（从帖子的互动数能看出来老虎真的很克制。。）+ 大神持续产出的社区（其实很多大神都很忙，分享完之后没有什么正向反馈，或者有价值的讨论，很多都会流失，或者变成沉默用户）。 宏观情况 作为一个从大学开始用第一桶金炒A股的老韭菜，a股对于我收获大于伤痛。最大的收获是千万别信那些分析师的报告，被调研都公司可能都不知道自己公司有那么nb。。我也试着通过“小道消息”炒一把，但是正好碰上上一次股灾和该股票长达一年的停盘。。所以在那之后我决定不再碰A股的个股，幺蛾子太多。尽管有中美贸易战，但是作为全球唯二的两大经济体，更多的是彼此需要。我会长期持有A股的基金，目前来看新兴经济体还没有一个能取代中国，老牌经济体比如欧洲已经输掉了未来。值得一提的是我在前一段看了两个国家印度和越南，原因有三：1.都是上亿人口的国家（廉价劳动力和规模足够的内需市场） 2. GDP增速排名靠前（并且受惠于中美贸易战） 3. 适合该国崛起的产业（好比这些年中国智能手机的崛起带起配套产业的崛起，同时挤压了日韩相关产业），可以观察一下，以前很多made in china的服装、鞋，现在几乎都是made in vietnam了。这里选了两个基金 $Market Vectors Vietnam ETF(VNM)$ 和 $iShares MSCI India Small Cap ETF(SMIN)$ ，但是最近油价上涨对新兴国家市场造成了压力。 买美股原因很简单，全球最棒的公司几乎都在美股，尤其是近二十年的新兴科技公司。不管贸易战怎么打，我更愿意采取双边押注的策略。 纪律和目标 201","listText":"接上篇，首先我要感谢一下上篇中我提到的大神 @人淡若菊 ，帮我赚到不少钱，一个小建议老虎可以加一个类似b站的充电功能（打赏），某篇文章给我带来灵感，我赚到钱或者有收获肯定愿意支持作者。这样应该能有效带动社区的氛围，一个股票社区应该是一个克制的社区（从帖子的互动数能看出来老虎真的很克制。。）+ 大神持续产出的社区（其实很多大神都很忙，分享完之后没有什么正向反馈，或者有价值的讨论，很多都会流失，或者变成沉默用户）。 宏观情况 作为一个从大学开始用第一桶金炒A股的老韭菜，a股对于我收获大于伤痛。最大的收获是千万别信那些分析师的报告，被调研都公司可能都不知道自己公司有那么nb。。我也试着通过“小道消息”炒一把，但是正好碰上上一次股灾和该股票长达一年的停盘。。所以在那之后我决定不再碰A股的个股，幺蛾子太多。尽管有中美贸易战，但是作为全球唯二的两大经济体，更多的是彼此需要。我会长期持有A股的基金，目前来看新兴经济体还没有一个能取代中国，老牌经济体比如欧洲已经输掉了未来。值得一提的是我在前一段看了两个国家印度和越南，原因有三：1.都是上亿人口的国家（廉价劳动力和规模足够的内需市场） 2. 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很有趣$特斯拉(TSLA)$","text":"正好看到一篇tesla的文章 很有趣$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/bd82421c29bf36a9fac5c5b51c405d9f"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":11,"repostSize":1,"link":"https://laohu8.com/post/412311","isVote":1,"tweetType":1,"viewCount":3143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497648960843341","authorId":"3497648960843341","name":"大鳄鱼索罗","avatar":"https://static.tigerbbs.com/22ac3c304e8ca982468122b765caf245","crmLevel":5,"crmLevelSwitch":0,"idStr":"3497648960843341","authorIdStr":"3497648960843341"},"content":"乔布斯当年也是这样[捂脸][捂脸][捂脸][捂脸][捂脸]","text":"乔布斯当年也是这样[捂脸][捂脸][捂脸][捂脸][捂脸]","html":"乔布斯当年也是这样[捂脸][捂脸][捂脸][捂脸][捂脸]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":390538800759320,"gmtCreate":1736392374181,"gmtModify":1736392817206,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a 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把美金或港币兑换成英镑然后在英国买股票时，投资者在减少投资风险。为什么呢？因为如果一位投资者的资产覆盖更多证券市场，假如一个市场下跌了，其他的市场很可能没有收到那么大的影响。这样的道理意味着：各个国家的证券市场经常有波动，如果一位投资者的资产覆盖很多市场，这位投资者所持有资产的波动性会少于各个证券市场的波动性。所以同时买美股，港股和英股会把一位投资者所持有资产的波动性下降，减少风险。 另外，用英镑做投资有一样的道理。港币与美元之间存在联系汇率制度。在这样情况下，港币的价值会反应美元价值，港币也会收到美联储的影响[傲娇] 那各个货币的价值收到许多影响，如宏观经济统计，利息率，膨胀之类。英镑的价值与美元和港币的价值一直在波动，有时美金强，有时英镑强。总的来说持有英镑资产是一个其他的方式多元化自己的资产配置，减少波动性和币种风险。 伦敦夜景[保佑] 第二伦敦上市公司的收入来源很分散 首先伦敦证券交易所是全世界最国际化的交易所，一共有500以上的国际公司赴伦敦上市。 富时100指数 (FTSE 100） 由在英国上市的市值最大的100家公司组成，本指数也包括许多大国际公司。富时100指数的ETF是<a target=\"_blank\" href=\"https://laohu8.com/S/ISF.UK\">$(ISF.UK)$</a>。富时100指数成分股公司70％以上营收来自海外，所以大英股的一大部分的收入来自英国之外。在富时100指数的一百家公司的总收入中，25%来自美国，25%来自欧洲，29%来自英国，20%","text":"美港股上老虎[得意] 咱们添加一个”英“好吧[笑哭]当然小虎们已经习惯了交易美股和港股。那老虎开通英股交易功能后，越来越多小虎开始交易英股。小虎们已经对美国的大公司和市场有很深的理解，那为什么小虎们应该投资英股？小虎说英股有5个好原因啊[吃瓜] 第一买英股多元化个人资产配置 把美金或港币兑换成英镑然后在英国买股票时，投资者在减少投资风险。为什么呢？因为如果一位投资者的资产覆盖更多证券市场，假如一个市场下跌了，其他的市场很可能没有收到那么大的影响。这样的道理意味着：各个国家的证券市场经常有波动，如果一位投资者的资产覆盖很多市场，这位投资者所持有资产的波动性会少于各个证券市场的波动性。所以同时买美股，港股和英股会把一位投资者所持有资产的波动性下降，减少风险。 另外，用英镑做投资有一样的道理。港币与美元之间存在联系汇率制度。在这样情况下，港币的价值会反应美元价值，港币也会收到美联储的影响[傲娇] 那各个货币的价值收到许多影响，如宏观经济统计，利息率，膨胀之类。英镑的价值与美元和港币的价值一直在波动，有时美金强，有时英镑强。总的来说持有英镑资产是一个其他的方式多元化自己的资产配置，减少波动性和币种风险。 伦敦夜景[保佑] 第二伦敦上市公司的收入来源很分散 首先伦敦证券交易所是全世界最国际化的交易所，一共有500以上的国际公司赴伦敦上市。 富时100指数 (FTSE 100） 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现实股价，但是用英镑GBP 算市值。这是他们英国人传统文化[捂脸]","text":"伦敦证券交易所用GBX 现实股价，但是用英镑GBP 算市值。这是他们英国人传统文化[捂脸]","html":"伦敦证券交易所用GBX 现实股价，但是用英镑GBP 算市值。这是他们英国人传统文化[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299101554049336,"gmtCreate":1714048177078,"gmtModify":1714100361430,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"title":"七大科技股价和pe的关系","htmlText":"写了个程序把近三年七大科技pe和股价的关系画出来。可以看到一些明显的相关性结论。 本季度财报后股价表现和业绩很相关性不大，也就是财报好股价不一定好，比如meta暴跌，比如tsla暴涨。比如上周nvda暴跌10%。 暴涨暴跌之后是否清仓或继续持有，可以参考图片，是否估值跌到了历史低估区域。 有一些股价的持续下降是预期eps下降导致的。 有一些股价持续上涨也和eps改善有关。 2024vs2025 eps amzn 4.1 5.38 31% nvda 21.12 22.55 6% meta 20.18 23.25 15% msft 11.61 13.15 13% googl 6.78 7.77 14.6% <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a>&nbsp;","listText":"写了个程序把近三年七大科技pe和股价的关系画出来。可以看到一些明显的相关性结论。 本季度财报后股价表现和业绩很相关性不大，也就是财报好股价不一定好，比如meta暴跌，比如tsla暴涨。比如上周nvda暴跌10%。 暴涨暴跌之后是否清仓或继续持有，可以参考图片，是否估值跌到了历史低估区域。 有一些股价的持续下降是预期eps下降导致的。 有一些股价持续上涨也和eps改善有关。 2024vs2025 eps amzn 4.1 5.38 31% nvda 21.12 22.55 6% meta 20.18 23.25 15% msft 11.61 13.15 13% googl 6.78 7.77 14.6% <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a>&nbsp;","text":"写了个程序把近三年七大科技pe和股价的关系画出来。可以看到一些明显的相关性结论。 本季度财报后股价表现和业绩很相关性不大，也就是财报好股价不一定好，比如meta暴跌，比如tsla暴涨。比如上周nvda暴跌10%。 暴涨暴跌之后是否清仓或继续持有，可以参考图片，是否估值跌到了历史低估区域。 有一些股价的持续下降是预期eps下降导致的。 有一些股价持续上涨也和eps改善有关。 2024vs2025 eps amzn 4.1 5.38 31% nvda 21.12 22.55 6% meta 20.18 23.25 15% msft 11.61 13.15 13% googl 6.78 7.77 14.6% $微软(MSFT)$ $英伟达(NVDA)$ $特斯拉(TSLA)$ $苹果(AAPL)$ 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不吹不黑，es6在同价位车里还是比较有竞争力的（定位是那些不想买10多w破车，又觉得model3小不舒适的人群）。关键还是账上剩多少钱，这一波怎么扛过去，如果我是投资人，肯定往死杀价，如果你是蔚来你怎么做？肯定把数据做好看。这个时候有钱的是爸爸，所以协议估计要磨叽磨叽。","images":[{"img":"https://static.tigerbbs.com/6287c24d979819c7c3a93d867388a647","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/935902493","isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":385848432042264,"gmtCreate":1735228898710,"gmtModify":1735266808080,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20241227 128.0 PUT SELL 1 | NVDA 20241227 135.0 CALL BUY 1\">$英伟达 CUSTOM 241227 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"佩洛西真的是真 女股神。。。感觉今年至少要冲6000<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"佩洛西真的是真 女股神。。。感觉今年至少要冲6000$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/261166958604520","isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387341860667768,"gmtCreate":1735607331441,"gmtModify":1735616212736,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,日常定投，看好AI叙事。不过老虎这个买入时间比较迷，为什么不是尾盘买入呢。。","listText":"我开仓了<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,日常定投，看好AI叙事。不过老虎这个买入时间比较迷，为什么不是尾盘买入呢。。","text":"我开仓了$特斯拉(TSLA)$ ,日常定投，看好AI叙事。不过老虎这个买入时间比较迷，为什么不是尾盘买入呢。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387341860667768","isVote":1,"tweetType":1,"viewCount":6185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389670234968488,"gmtCreate":1736179600350,"gmtModify":1736179601747,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"最近正准备sell put腾讯 机会这就来了。。<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>&nbsp;","listText":"最近正准备sell put腾讯 机会这就来了。。<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>&nbsp;","text":"最近正准备sell put腾讯 机会这就来了。。$腾讯控股(00700)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389670234968488","repostId":"1186987574","repostType":4,"repost":{"id":"1186987574","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736179040,"share":"https://www.laohu8.com/m/news/1186987574?lang=&edition=full","pubTime":"2025-01-06 23:57","market":"us","language":"zh","title":"腾讯控股ADR快速“跳水”，盘中跌逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186987574","media":"老虎资讯综合","summary":"快速“跳水”。","content":"<html><head></head><body><p>周一，在美股市场交易的腾讯控股ADR快速“跳水”，盘中跌逾6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a9fa8c56169499524fd661f76eaa905\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股ADR快速“跳水”，盘中跌逾6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n腾讯控股ADR快速“跳水”，盘中跌逾6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-06 23:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，在美股市场交易的腾讯控股ADR快速“跳水”，盘中跌逾6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a9fa8c56169499524fd661f76eaa905\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186987574","content_text":"周一，在美股市场交易的腾讯控股ADR快速“跳水”，盘中跌逾6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387171965452576,"gmtCreate":1735542588802,"gmtModify":1735542591043,"author":{"id":"3441692941897723","authorId":"3441692941897723","name":"悟空的花果山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441692941897723","authorIdStr":"3441692941897723"},"themes":[],"htmlText":"苏姐的魅力，承认问题并知道改善就好，加仓","listText":"苏姐的魅力，承认问题并知道改善就好，加仓","text":"苏姐的魅力，承认问题并知道改善就好，加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/387171965452576","repostId":"2494156213","repostType":2,"repost":{"id":"2494156213","kind":"news","pubTimestamp":1735383642,"share":"https://www.laohu8.com/m/news/2494156213?lang=&edition=full","pubTime":"2024-12-28 19:00","market":"us","language":"zh","title":"AMD MI300X AI芯片存在软件缺陷，CEO苏姿丰回应","url":"https://stock-news.laohu8.com/highlight/detail?id=2494156213","media":"芯界研习社","summary":"AMD在AI芯片市场中面临来自NVIDIA的激烈竞争，而MI300X芯片因软件缺陷未能充分发挥硬件性能，引发了广泛关注。SemiAnalysis指出，MI300X难以突破NVIDIA的“CUDA护城河”，这使得其在与NVIDIA的竞争中处于不利地位。MI300X需要大量调试才能使用，SemiAnalysis的研究表明，MI300X在未经大量调试的情况下几乎无法进行AI模型训练。SemiAnalysis对AMD MI300X的性能缺陷进行了全面分析，指出其软件层面的问题是主要瓶颈。","content":"<html><body><article><p>AMD在AI芯片市场中面临来自NVIDIA的激烈竞争，而MI300X芯片因软件缺陷未能充分发挥硬件性能，引发了广泛关注。近日，芯片顾问机构Semianalysis的报告称，花了五个月时间才弄清AMD的AI芯片 MI300X ，理论上，MI300X 在规格和总拥有成本 (TCO) 方面应该比 Nvidia 的 H100 和 H200 具有巨大优势，然而，实际情况是，该芯片的实际性能未达预期。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20241228190247406v206bmvskxoayyv\"/><p>SemiAnalysis指出，尽管MI300X在硬件配置上具有显著优势，如高达1307 TeraFLOPS的FP16精度算力和192GB的HBM3内存，但其软件层面的问题却使其难以发挥应有的性能。这些软件缺陷包括但不限于AI模型训练的复杂调试需求、开箱即用体验差以及环境变量的复杂性。</p><p>在开箱问题上，MI300X的开箱即用体验非常糟糕，用户需要投入大量时间和精力进行手动调试才能正常使用。相比之下，NVIDIA的CUDA技术提供了更高的稳定性和易用性，用户可以轻松上手并开展工作。</p><p>即便在硬件规格上优于竞争对手，如<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H100和H200，MI300X的实际性能却未能达到市场预期。SemiAnalysis通过多项基准测试发现，MI300X在实际应用中表现不如理论值，特别是在AI模型训练过程中，性能受限于软件问题。</p><p>SemiAnalysis指出，MI300X难以突破NVIDIA的“CUDA护城河”，这使得其在与NVIDIA的竞争中处于不利地位。</p><p>MI300X需要大量调试才能使用，SemiAnalysis的研究表明，MI300X在未经大量调试的情况下几乎无法进行AI模型训练。这一问题导致用户在实际使用中面临诸多困难，进一步限制了其市场竞争力。</p><p>SemiAnalysis对AMD MI300X的性能缺陷进行了全面分析，指出其软件层面的问题是主要瓶颈。尽管硬件配置强大，但软件生态的不足使得MI300X难以在AI芯片市场中与NVIDIA竞争。</p><p>SemiAnalysis建议AMD增加对软件开发和测试的投入，特别是通过自动化测试和优化默认设置来简化环境变量，提升用户体验。此外，AMD需要学习NVIDIA的做法，持续推出新功能和工具库以巩固市场地位。</p><p>对此，AMD CEO苏姿丰表示，AMD非常感谢Semianalysis等机构提供的建设性反馈，并承认公司在软件开发和测试方面确实存在不足。为了改善这一状况，AMD已经投入大量资源进行优化，包括配置数千颗MI300X芯片进行全面的自动化测试，以简化复杂的环境变量并实现“开箱即用”的便捷性。</p><p>苏姿丰与Semianalysis首席分析师Dylan Patel进行了长达1.5小时的深入讨论，探讨了AMD在软件领域的不足及未来的改进方向。她坦言，尽管AMD在硬件性能上取得了显著进步，但在软件层面的优化和稳定性仍需加强。</p><p>苏姿丰表示，“感谢Dylan与我进行了具有建设性的对话。即便是批评性的反馈，也是一份宝贵的礼物。”她还提到，2025年AMD将推出多项涉及AI领域的重大计划，显示出公司对未来发展的信心和决心。</p><p>尽管AMD在硬件方面具有一定的优势，但软件生态系统的不完善仍然是制约其市场竞争力的关键因素。业界普遍认为，AI芯片不仅需要强大的硬件支持，更需要高质量的软件配合。只有通过改善软件体验，AMD才能在竞争激烈的AI芯片市场中崭露头角。</p><p>内容来源于电子工程专辑</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD MI300X AI芯片存在软件缺陷，CEO苏姿丰回应</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD MI300X AI芯片存在软件缺陷，CEO苏姿丰回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-28 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241228190258ab95ce83&s=b><strong>芯界研习社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD在AI芯片市场中面临来自NVIDIA的激烈竞争，而MI300X芯片因软件缺陷未能充分发挥硬件性能，引发了广泛关注。近日，芯片顾问机构Semianalysis的报告称，花了五个月时间才弄清AMD的AI芯片 MI300X ，理论上，MI300X 在规格和总拥有成本 (TCO) 方面应该比 Nvidia 的 H100 和 H200 具有巨大优势，然而，实际情况是，该芯片的实际性能未达预期。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241228190258ab95ce83&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","NVDA":"英伟达","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4588":"碎股","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) 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GROWTH \"C\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241228190258ab95ce83&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2494156213","content_text":"AMD在AI芯片市场中面临来自NVIDIA的激烈竞争，而MI300X芯片因软件缺陷未能充分发挥硬件性能，引发了广泛关注。近日，芯片顾问机构Semianalysis的报告称，花了五个月时间才弄清AMD的AI芯片 MI300X ，理论上，MI300X 在规格和总拥有成本 (TCO) 方面应该比 Nvidia 的 H100 和 H200 具有巨大优势，然而，实际情况是，该芯片的实际性能未达预期。SemiAnalysis指出，尽管MI300X在硬件配置上具有显著优势，如高达1307 TeraFLOPS的FP16精度算力和192GB的HBM3内存，但其软件层面的问题却使其难以发挥应有的性能。这些软件缺陷包括但不限于AI模型训练的复杂调试需求、开箱即用体验差以及环境变量的复杂性。在开箱问题上，MI300X的开箱即用体验非常糟糕，用户需要投入大量时间和精力进行手动调试才能正常使用。相比之下，NVIDIA的CUDA技术提供了更高的稳定性和易用性，用户可以轻松上手并开展工作。即便在硬件规格上优于竞争对手，如英伟达的H100和H200，MI300X的实际性能却未能达到市场预期。SemiAnalysis通过多项基准测试发现，MI300X在实际应用中表现不如理论值，特别是在AI模型训练过程中，性能受限于软件问题。SemiAnalysis指出，MI300X难以突破NVIDIA的“CUDA护城河”，这使得其在与NVIDIA的竞争中处于不利地位。MI300X需要大量调试才能使用，SemiAnalysis的研究表明，MI300X在未经大量调试的情况下几乎无法进行AI模型训练。这一问题导致用户在实际使用中面临诸多困难，进一步限制了其市场竞争力。SemiAnalysis对AMD MI300X的性能缺陷进行了全面分析，指出其软件层面的问题是主要瓶颈。尽管硬件配置强大，但软件生态的不足使得MI300X难以在AI芯片市场中与NVIDIA竞争。SemiAnalysis建议AMD增加对软件开发和测试的投入，特别是通过自动化测试和优化默认设置来简化环境变量，提升用户体验。此外，AMD需要学习NVIDIA的做法，持续推出新功能和工具库以巩固市场地位。对此，AMD CEO苏姿丰表示，AMD非常感谢Semianalysis等机构提供的建设性反馈，并承认公司在软件开发和测试方面确实存在不足。为了改善这一状况，AMD已经投入大量资源进行优化，包括配置数千颗MI300X芯片进行全面的自动化测试，以简化复杂的环境变量并实现“开箱即用”的便捷性。苏姿丰与Semianalysis首席分析师Dylan Patel进行了长达1.5小时的深入讨论，探讨了AMD在软件领域的不足及未来的改进方向。她坦言，尽管AMD在硬件性能上取得了显著进步，但在软件层面的优化和稳定性仍需加强。苏姿丰表示，“感谢Dylan与我进行了具有建设性的对话。即便是批评性的反馈，也是一份宝贵的礼物。”她还提到，2025年AMD将推出多项涉及AI领域的重大计划，显示出公司对未来发展的信心和决心。尽管AMD在硬件方面具有一定的优势，但软件生态系统的不完善仍然是制约其市场竞争力的关键因素。业界普遍认为，AI芯片不仅需要强大的硬件支持，更需要高质量的软件配合。只有通过改善软件体验，AMD才能在竞争激烈的AI芯片市场中崭露头角。内容来源于电子工程专辑","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489022338988536","authorId":"3489022338988536","name":"彼得林奇7","avatar":"https://static.tigerbbs.com/0380621c406bf6c4a22a807d9ce6adba","crmLevel":2,"crmLevelSwitch":1,"idStr":"3489022338988536","authorIdStr":"3489022338988536"},"content":"越是常识，越是事实。跟进","text":"越是常识，越是事实。跟进","html":"越是常识，越是事实。跟进"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}