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希望以后的自己会感谢今天的努力。
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Masiello
2021-11-12
$好未来(TAL)$
高盛加仓了。要么是嗅到了机会,要么是真的不懂中国。
Masiello
2021-04-07
开玩笑的吧
抱歉,原内容已删除
Masiello
2017-09-27
9.27早
$好未来(TAL)$ $新东方(EDU)$ $AMD(AMD)$ 现在做的越来越不专心了,小号amd期权亏损几千刀,tal正股跌了超过三个点都没发现。还好又涨了回来,重新开始滚动做t。最近十次左右对tal和edu的做t无一失败,做之前基本都会跟群里朋友们说一声。感谢老虎,以后要多关注老虎群主推的票,amd不太玩得来。
9.27早
Masiello
2017-08-22
8.22
$新东方(EDU)$ 85$好未来(TAL)$ 32(一拆六)记录一下。两只重仓股一直在涨,中间有很多人喊跌,结果喊着喊着也都成了股东。好股不会等你,早上车更安心一些。在好未来持续大涨之后逐渐调仓给新东方,一方面担心好未来回调,一方面新东方横了这么久,一直控制在几乎固定范围内,这种情况在好公司身上出现其实有可能是机会,值得赌一把。现在唯一担心的问题是新东方暑秋转化率,如果增长乐观的话,k12是养得起两个巨型集团的。教育不同于其他行业,教育允许不同的风格,也必须有不同的口味,就算新东方不行,也还会有其他机构出现与好未来分庭抗礼。在这两个公司身上获得的增长比较可观了,好未来股价像一根绷紧的弦,让我很紧张。是时候去发现一些其他的领悟的高成长公司了。A股如果有起色,那还真有一些公司值得关注。最近忙着看房子,股票看的比较少,小号期权目前有亏损,不过无所谓,还会涨回来。
8.22
Masiello
2017-08-06
8.6小散笔记
$新东方(EDU)$ $好未来(TAL)$ $京东(JD)$ $阿里巴巴(BABA)$ $爱康国宾(KANG)$ $百胜中国(YUMC)$ 期权小号,操作就要浪一些。反思一下,这几笔交易中,其中有一单盈利操作想想都后怕,买了tal的put,应该是十个点离场。虽然以前经常t,很少失手,但这是期权啊!以后不敢这么玩了。另外有一笔亏钱操作,罗技大跌后买入期权,其实很快就盈利了,但是没时间看盘,没有及时卖出,转为亏损,亏损后再等等也能转为盈利,因为成本比较低。但是算算时间成本还是不值得,于是有了一笔亏损。以后尽量不买不熟的票,买了一定要持续关注。玩了一个月期权,有几点个人感受,做个记录。1,以前觉得时间是最好的朋友,但对期权就不全是这样了。2,期权不能重仓,对于我来讲确实是不太好重仓。还好这个是小号。3,正股选对了等着就可以了,期权不是,事要对,时更要对。4,期权不是杠杆,用来对冲风险是很好的,用来赚钱,体验不会太好。5,读书并不是没用的。不记录其他几笔操作的逻辑,也不讲具体计算,接下来的标的还没有想好。这几天回老家休息,一边放松,一边也充充电。
8.6小散笔记
Masiello
2017-08-05
8.5小散笔记
$爱康国宾(KANG)$ 出一半,留一半。$好未来(TAL)$$新东方(EDU)$
8.5小散笔记
Masiello
2017-08-03
小散笔记
$爱康国宾(KANG)$ 应该能再涨。$好未来(TAL)$ $新东方(EDU)$
小散笔记
Masiello
2017-07-28
7.28笔记
$新东方(EDU)$ 下跌途中做t,成本降0.8刀。
7.28笔记
Masiello
2017-07-26
7.26笔记。
$新东方(EDU)$ 两三个点左右考虑减仓。
7.26笔记。
Masiello
2017-07-26
1股
$中环球船务(SINO)$ 惊不惊喜,意不意外!
1股
Masiello
2017-07-26
7.26小散笔记
$新东方(EDU)$ 完全是预想的剧情,也按预想操作了,成功把成本降低将近2刀。半夜直接安心睡觉,因为确实是按照剧情发展。接下来几天应该会有所收获,昨晚也捡了点期权,希望有所收获。
7.26小散笔记
Masiello
2017-07-25
嘿嘿嘿
$新东方(EDU)$ 开心开心
嘿嘿嘿
Masiello
2017-07-25
小散笔记
$新东方(EDU)$ 重仓正股一丝不乱。基本面没变化,依然是好公司好前景,短期跌几个点也无伤大雅。期权的话就比较尴尬,最近期权赌财报的好多都被坑了。新东方应该不存在这个问题。如果跌的多,不排除捡点期权。$好未来(TAL)$
小散笔记
Masiello
2017-07-24
成交量真的是……
$ATA公司(ATAI)$ 死掉的票子……
成交量真的是……
Masiello
2017-07-17
7.17小散笔记
买定离手不纠结。$新东方(EDU)$ $好未来(TAL)$ $京东(JD)$ $中国联通(香港)(CHU)$ $百胜中国(YUMC)$ $宜人贷(YRD)$ 依然看好这几个公司,好未来涨得有点猛,上周减仓,加了edu。还买了点tal的put,特别少,亏了就亏了。jd持有期权,比较远,目前的打算是先不动。chu观察了很久,跌了一波以后立马买入,我基本不太相信大机构大银行的评级或者目标价。yumc二三季度自认为应该很不错,加上市场反应过度,所以加了仓。宜人贷不多说,我在用类似的理财。银行见鬼去吧。也考虑减仓了,这孙子涨起来跟毛票一样。$51Talk(COE)$ 很希望教育赛道再跑出几匹黑马白马什么的,但是综合其他黑马白马来看,51这公司不太像。继续观察吧。
7.17小散笔记
Masiello
2017-07-12
7.12小散个人笔记
$好未来(TAL)$ $新东方(EDU)$ $京东(JD)$ $爱康国宾(KANG)$ 重仓股全部大涨,当时纯娱乐心态开的老虎账户入了一千刀,全仓期权已有400刀收益。大号还是不碰期权,不是不自信,只是胆子小。爱康还有10手期权,121515call,提前至少三个月了结,卖不出去就入金平仓。tal不过140还是一动不动,edu也一样,二者长期稳定15亿左右市值差给做短线带来很多便利,短期内这种关系大概率还会维持。不出意外的话这两家的三季报也都很好看,找机会捡长期call。个人日记拒绝喷子,从不做事后诸葛亮,也从不忽悠人。
7.12小散个人笔记
Masiello
2017-07-11
7.11小散个人笔记
$好未来(TAL)$ $新东方(EDU)$ $京东(JD)$ $宜人贷(YRD)$ $中国联通(香港)(CHU)$ 依旧看好,不排除合理减仓。$中通快递(ZTO)$ $51Talk(COE)$ $Match Group, Inc.(MTCH)$ $西部数据(WDC)$ 继续观察,择时买进。$爱康国宾(KANG)$ 抄底一千股外加期权,期待一下,最好能赚。$百胜中国(YUMC)$ 好公司非理性下跌不用考虑直接加仓,就像最近联通被看空,跌了七个点,建仓就是了,以看空方的胜率来看也要跟它对赌。$特斯拉(TSLA)$ 还不到时候,不买
7.11小散个人笔记
Masiello
2017-07-06
我有一个大胆的想法
$百胜中国(YUMC)$ 加仓就是了,考虑那么多干嘛。
我有一个大胆的想法
Masiello
2017-06-30
还能起得来吗?需要亲亲抱抱吗?
$奥星制药(BSPM)$ 看到这个介绍,这公司完了。
还能起得来吗?需要亲亲抱抱吗?
Masiello
2017-06-30
6.29日记
$好未来(TAL)$ $新东方(EDU)$ $京东(JD)$ $宜人贷(YRD)$ $中国联通(香港)(CHU)$ $中通快递(ZTO)$ 昨晚重仓股没动,tal和edu,原因是内心有力量,对他们有信心,事实证明也确实比较坚挺。(成交量不大,跌幅一般,盘子好像是被稳住的,目的可能是想找机会出逃了)之前一直看好的tal财报现在有一丝动摇,原因是没有打开三四线市场的意愿,一方面在等别人造势,一方面是作为储备粮也就是股价的二级火箭,所以可以遇见的是财报后无论如何都会有一波幅度可观的拉升,随后大幅回调,回到合理位置。(近期的公告包含了大量的对于公司前景,未来增速的担忧,不知道投资者对此持什么看法,我的看法是预防针,劝退投机者,长期看好,回落之后)edu可能会比预期要好,所以趁着下跌,捡了些便宜call。jd早就清仓了,可以预见的回调,说实话我都搞不懂是不是回调了,但是还是没控制自己,捡了些特别便宜的call。其他几个都是轻仓,看好宜人贷,中通,联通。时间是最好的朋友。
6.29日记
去老虎APP查看更多动态
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32(一拆六)记录一下。两只重仓股一直在涨,中间有很多人喊跌,结果喊着喊着也都成了股东。好股不会等你,早上车更安心一些。在好未来持续大涨之后逐渐调仓给新东方,一方面担心好未来回调,一方面新东方横了这么久,一直控制在几乎固定范围内,这种情况在好公司身上出现其实有可能是机会,值得赌一把。现在唯一担心的问题是新东方暑秋转化率,如果增长乐观的话,k12是养得起两个巨型集团的。教育不同于其他行业,教育允许不同的风格,也必须有不同的口味,就算新东方不行,也还会有其他机构出现与好未来分庭抗礼。在这两个公司身上获得的增长比较可观了,好未来股价像一根绷紧的弦,让我很紧张。是时候去发现一些其他的领悟的高成长公司了。A股如果有起色,那还真有一些公司值得关注。最近忙着看房子,股票看的比较少,小号期权目前有亏损,不过无所谓,还会涨回来。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":3,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/87980","isVote":1,"tweetType":1,"viewCount":3819,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"107960388968300","authorId":"107960388968300","name":"天虎","avatar":"https://static.tigerbbs.com/9ad82597238a62dd22f308db6305052f","crmLevel":7,"crmLevelSwitch":0,"idStr":"107960388968300","authorIdStr":"107960388968300"},"content":"模式不一样,新东方更依靠名师,这是企业的痛点","text":"模式不一样,新东方更依靠名师,这是企业的痛点","html":"模式不一样,新东方更依靠名师,这是企业的痛点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":81547,"gmtCreate":1501984877843,"gmtModify":1704879689538,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"8.6小散笔记","htmlText":"$新东方(EDU)$ 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期权小号,操作就要浪一些。反思一下,这几笔交易中,其中有一单盈利操作想想都后怕,买了tal的put,应该是十个点离场。虽然以前经常t,很少失手,但这是期权啊!以后不敢这么玩了。另外有一笔亏钱操作,罗技大跌后买入期权,其实很快就盈利了,但是没时间看盘,没有及时卖出,转为亏损,亏损后再等等也能转为盈利,因为成本比较低。但是算算时间成本还是不值得,于是有了一笔亏损。以后尽量不买不熟的票,买了一定要持续关注。玩了一个月期权,有几点个人感受,做个记录。1,以前觉得时间是最好的朋友,但对期权就不全是这样了。2,期权不能重仓,对于我来讲确实是不太好重仓。还好这个是小号。3,正股选对了等着就可以了,期权不是,事要对,时更要对。4,期权不是杠杆,用来对冲风险是很好的,用来赚钱,体验不会太好。5,读书并不是没用的。不记录其他几笔操作的逻辑,也不讲具体计算,接下来的标的还没有想好。这几天回老家休息,一边放松,一边也充充电。","images":[{"img":"https://static.laohu8.com/6b5c030bc282238e04715f0fcbfc75aa"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":7,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/81547","isVote":1,"tweetType":1,"viewCount":3977,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"哈哈哈对于期权买方来说,时间不是朋友","text":"哈哈哈对于期权买方来说,时间不是朋友","html":"哈哈哈对于期权买方来说,时间不是朋友"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":81476,"gmtCreate":1501881755857,"gmtModify":1704879682102,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"8.5小散笔记","htmlText":"$爱康国宾(KANG)$ 出一半,留一半。$好未来(TAL)$$新东方(EDU)$","listText":"$爱康国宾(KANG)$ 出一半,留一半。$好未来(TAL)$$新东方(EDU)$","text":"$爱康国宾(KANG)$ 出一半,留一半。$好未来(TAL)$$新东方(EDU)$","images":[{"img":"https://static.laohu8.com/f60455a3fa634e9c735d289af0927957"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/81476","isVote":1,"tweetType":1,"viewCount":3798,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"232545962017372","authorId":"232545962017372","name":"杭州湾","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"232545962017372","authorIdStr":"232545962017372"},"content":"这一波能到多少?走不走?","text":"这一波能到多少?走不走?","html":"这一波能到多少?走不走?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":80983,"gmtCreate":1501774391381,"gmtModify":1704879626463,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"小散笔记","htmlText":"$爱康国宾(KANG)$ 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下跌途中做t,成本降0.8刀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/78355","isVote":1,"tweetType":1,"viewCount":3393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":77565,"gmtCreate":1501076017745,"gmtModify":1704879207819,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"7.26笔记。","htmlText":"$新东方(EDU)$ 两三个点左右考虑减仓。","listText":"$新东方(EDU)$ 两三个点左右考虑减仓。","text":"$新东方(EDU)$ 两三个点左右考虑减仓。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/77565","isVote":1,"tweetType":1,"viewCount":3655,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447024165511487","authorId":"3447024165511487","name":"王勇敢","avatar":"https://static.laohu8.com/987d7e0223bd0a3946f7b56a00bf7f55","crmLevel":4,"crmLevelSwitch":0,"idStr":"3447024165511487","authorIdStr":"3447024165511487"},"content":"不到83没必要走吧,这波不冲85好意思吗?","text":"不到83没必要走吧,这波不冲85好意思吗?","html":"不到83没必要走吧,这波不冲85好意思吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":77499,"gmtCreate":1501064550504,"gmtModify":1704879200760,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"1股","htmlText":"$中环球船务(SINO)$ 惊不惊喜,意不意外!","listText":"$中环球船务(SINO)$ 惊不惊喜,意不意外!","text":"$中环球船务(SINO)$ 惊不惊喜,意不意外!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/77499","isVote":1,"tweetType":1,"viewCount":2344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":77331,"gmtCreate":1501017523060,"gmtModify":1704879180637,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"7.26小散笔记","htmlText":"$新东方(EDU)$ 完全是预想的剧情,也按预想操作了,成功把成本降低将近2刀。半夜直接安心睡觉,因为确实是按照剧情发展。接下来几天应该会有所收获,昨晚也捡了点期权,希望有所收获。","listText":"$新东方(EDU)$ 完全是预想的剧情,也按预想操作了,成功把成本降低将近2刀。半夜直接安心睡觉,因为确实是按照剧情发展。接下来几天应该会有所收获,昨晚也捡了点期权,希望有所收获。","text":"$新东方(EDU)$ 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看到这个介绍,这公司完了。","listText":"$奥星制药(BSPM)$ 看到这个介绍,这公司完了。","text":"$奥星制药(BSPM)$ 看到这个介绍,这公司完了。","images":[{"img":"https://static.laohu8.com/fb30685417f8d82433610339374807d5"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/70803","isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"130360199195600","authorId":"130360199195600","name":"菲特哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"130360199195600","authorIdStr":"130360199195600"},"content":"为什么完了?","text":"为什么完了?","html":"为什么完了?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":70786,"gmtCreate":1498813021770,"gmtModify":1704878366101,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"6.29日记","htmlText":"$好未来(TAL)$ 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昨晚重仓股没动,tal和edu,原因是内心有力量,对他们有信心,事实证明也确实比较坚挺。(成交量不大,跌幅一般,盘子好像是被稳住的,目的可能是想找机会出逃了)之前一直看好的tal财报现在有一丝动摇,原因是没有打开三四线市场的意愿,一方面在等别人造势,一方面是作为储备粮也就是股价的二级火箭,所以可以遇见的是财报后无论如何都会有一波幅度可观的拉升,随后大幅回调,回到合理位置。(近期的公告包含了大量的对于公司前景,未来增速的担忧,不知道投资者对此持什么看法,我的看法是预防针,劝退投机者,长期看好,回落之后)edu可能会比预期要好,所以趁着下跌,捡了些便宜call。jd早就清仓了,可以预见的回调,说实话我都搞不懂是不是回调了,但是还是没控制自己,捡了些特别便宜的call。其他几个都是轻仓,看好宜人贷,中通,联通。时间是最好的朋友。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/70786","isVote":1,"tweetType":1,"viewCount":1972,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437564172337995","authorId":"3437564172337995","name":"多思","avatar":"https://static.tigerbbs.com/37744fe89e2e12f8ff61341498d78457","crmLevel":8,"crmLevelSwitch":0,"idStr":"3437564172337995","authorIdStr":"3437564172337995"},"content":"一二线都没吃完,凭什么去开发三四线,三四线城市费用成本高,消费能力又一般,所以双师教育是针对三四线城市最好的解决办法,试目以待吧这两年是TAL三位数的增长期,加速布局扩张,增加英语和语文,后面又是二胎暴发期,50%以上增速无忧","text":"一二线都没吃完,凭什么去开发三四线,三四线城市费用成本高,消费能力又一般,所以双师教育是针对三四线城市最好的解决办法,试目以待吧这两年是TAL三位数的增长期,加速布局扩张,增加英语和语文,后面又是二胎暴发期,50%以上增速无忧","html":"一二线都没吃完,凭什么去开发三四线,三四线城市费用成本高,消费能力又一般,所以双师教育是针对三四线城市最好的解决办法,试目以待吧这两年是TAL三位数的增长期,加速布局扩张,增加英语和语文,后面又是二胎暴发期,50%以上增速无忧"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":66236,"gmtCreate":1497496310557,"gmtModify":1704877797100,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"当我们决定做多做空的时候,理由是什么?","htmlText":"$好未来(TAL)$ 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作为一个彩笔小散,我的理解是,对于长线来讲,多空主要看行业前景,公司潜力,管理层能力,最后是财务报表。短期来讲主要看技术面以及市场信息。而我的中线是短线对长线的修正性操作。但是我找不到这样的操作理由,举个例子:1.我在京东买到了二手,京东要完,空丫的。2.amd跟苹果合作啦,nv要完啦!全仓amd抄底去!3.tal这种公司就是教育界的毒瘤,有的孩子想报名都报不上!马上要完啦!4.淘宝客服态度太差啦,阿里要完啦!这是干什么呢?希望散户新手们不要太受别人影响,保持思考,不断学习,少玩炒股社区,这里想带你赚钱的不多。更多的是炫耀收益,吐槽,甚至拉人抬轿等等。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":20,"commentSize":21,"repostSize":0,"link":"https://laohu8.com/post/66236","isVote":1,"tweetType":1,"viewCount":3815,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457500821051495","authorId":"3457500821051495","name":"3b025169","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3457500821051495","authorIdStr":"3457500821051495"},"content":"京东放一放,等618。。。。其他看多","text":"京东放一放,等618。。。。其他看多","html":"京东放一放,等618。。。。其他看多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":62795,"gmtCreate":1496299584947,"gmtModify":1704877352839,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"6.1让我们来投个票决定今天涨不涨吧!","htmlText":"$京东(JD)$ 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我要加仓😂","listText":"$京东(JD)$ 我要加仓😂","text":"$京东(JD)$ 我要加仓😂","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":9,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/66372","isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455768453944738","authorId":"3455768453944738","name":"中概为王","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3455768453944738","authorIdStr":"3455768453944738"},"content":"有同样的想法","text":"有同样的想法","html":"有同样的想法"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":63046,"gmtCreate":1496379681896,"gmtModify":1704877385866,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"6.2","htmlText":"$京东(JD)$ 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从目前数据来看都符合预期,短期可能会有调整,但大盘不崩七月必有新高,涨幅不会低于十个点。我会按照我的预期去操作,看到的当我是猜的就好。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":12,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/65667","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458303190529275","authorId":"3458303190529275","name":"一苇杭州","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3458303190529275","authorIdStr":"3458303190529275"},"content":"上周刚冲进股市的菜鸟,周四不高不低价买进了新东方正股练手,看看下个月趋势怎么走。人生第一支股票,留个纪念。","text":"上周刚冲进股市的菜鸟,周四不高不低价买进了新东方正股练手,看看下个月趋势怎么走。人生第一支股票,留个纪念。","html":"上周刚冲进股市的菜鸟,周四不高不低价买进了新东方正股练手,看看下个月趋势怎么走。人生第一支股票,留个纪念。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":67291,"gmtCreate":1497928553388,"gmtModify":1704877927411,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"我有一个大胆的想法","htmlText":"$好未来(TAL)$ 目前来看涨跌都是市场行为,六月后半段有小概率小幅下降,目的是吸筹,但是机构占比这么高的情况下跌不了多少,也没多少筹码可吸。吸筹的原因是借助财报收获一波,财报不用猜也不用赌,不傻都能知道财报长什么样。只要不盲目追涨,短期该空就空,怎么可能亏钱?注意风险,在股市里活下去,加油。另外,和气生财。长期唱空的不用回我贴,不用救我,这股腰斩了我都挣钱。","listText":"$好未来(TAL)$ 目前来看涨跌都是市场行为,六月后半段有小概率小幅下降,目的是吸筹,但是机构占比这么高的情况下跌不了多少,也没多少筹码可吸。吸筹的原因是借助财报收获一波,财报不用猜也不用赌,不傻都能知道财报长什么样。只要不盲目追涨,短期该空就空,怎么可能亏钱?注意风险,在股市里活下去,加油。另外,和气生财。长期唱空的不用回我贴,不用救我,这股腰斩了我都挣钱。","text":"$好未来(TAL)$ 目前来看涨跌都是市场行为,六月后半段有小概率小幅下降,目的是吸筹,但是机构占比这么高的情况下跌不了多少,也没多少筹码可吸。吸筹的原因是借助财报收获一波,财报不用猜也不用赌,不傻都能知道财报长什么样。只要不盲目追涨,短期该空就空,怎么可能亏钱?注意风险,在股市里活下去,加油。另外,和气生财。长期唱空的不用回我贴,不用救我,这股腰斩了我都挣钱。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":6,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/67291","isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3438602575179976","authorId":"3438602575179976","name":"吃喝嫖赌欠下三点五个亿","avatar":"https://static.laohu8.com/2bd19ede479f9b3e851eb4eff35f65de","crmLevel":3,"crmLevelSwitch":0,"idStr":"3438602575179976","authorIdStr":"3438602575179976"},"content":"你到底有几个大胆的想法?","text":"你到底有几个大胆的想法?","html":"你到底有几个大胆的想法?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":81547,"gmtCreate":1501984877843,"gmtModify":1704879689538,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"8.6小散笔记","htmlText":"$新东方(EDU)$ $好未来(TAL)$ $京东(JD)$ $阿里巴巴(BABA)$ $爱康国宾(KANG)$ $百胜中国(YUMC)$ 期权小号,操作就要浪一些。反思一下,这几笔交易中,其中有一单盈利操作想想都后怕,买了tal的put,应该是十个点离场。虽然以前经常t,很少失手,但这是期权啊!以后不敢这么玩了。另外有一笔亏钱操作,罗技大跌后买入期权,其实很快就盈利了,但是没时间看盘,没有及时卖出,转为亏损,亏损后再等等也能转为盈利,因为成本比较低。但是算算时间成本还是不值得,于是有了一笔亏损。以后尽量不买不熟的票,买了一定要持续关注。玩了一个月期权,有几点个人感受,做个记录。1,以前觉得时间是最好的朋友,但对期权就不全是这样了。2,期权不能重仓,对于我来讲确实是不太好重仓。还好这个是小号。3,正股选对了等着就可以了,期权不是,事要对,时更要对。4,期权不是杠杆,用来对冲风险是很好的,用来赚钱,体验不会太好。5,读书并不是没用的。不记录其他几笔操作的逻辑,也不讲具体计算,接下来的标的还没有想好。这几天回老家休息,一边放松,一边也充充电。","listText":"$新东方(EDU)$ $好未来(TAL)$ $京东(JD)$ $阿里巴巴(BABA)$ $爱康国宾(KANG)$ $百胜中国(YUMC)$ 期权小号,操作就要浪一些。反思一下,这几笔交易中,其中有一单盈利操作想想都后怕,买了tal的put,应该是十个点离场。虽然以前经常t,很少失手,但这是期权啊!以后不敢这么玩了。另外有一笔亏钱操作,罗技大跌后买入期权,其实很快就盈利了,但是没时间看盘,没有及时卖出,转为亏损,亏损后再等等也能转为盈利,因为成本比较低。但是算算时间成本还是不值得,于是有了一笔亏损。以后尽量不买不熟的票,买了一定要持续关注。玩了一个月期权,有几点个人感受,做个记录。1,以前觉得时间是最好的朋友,但对期权就不全是这样了。2,期权不能重仓,对于我来讲确实是不太好重仓。还好这个是小号。3,正股选对了等着就可以了,期权不是,事要对,时更要对。4,期权不是杠杆,用来对冲风险是很好的,用来赚钱,体验不会太好。5,读书并不是没用的。不记录其他几笔操作的逻辑,也不讲具体计算,接下来的标的还没有想好。这几天回老家休息,一边放松,一边也充充电。","text":"$新东方(EDU)$ $好未来(TAL)$ $京东(JD)$ $阿里巴巴(BABA)$ $爱康国宾(KANG)$ $百胜中国(YUMC)$ 期权小号,操作就要浪一些。反思一下,这几笔交易中,其中有一单盈利操作想想都后怕,买了tal的put,应该是十个点离场。虽然以前经常t,很少失手,但这是期权啊!以后不敢这么玩了。另外有一笔亏钱操作,罗技大跌后买入期权,其实很快就盈利了,但是没时间看盘,没有及时卖出,转为亏损,亏损后再等等也能转为盈利,因为成本比较低。但是算算时间成本还是不值得,于是有了一笔亏损。以后尽量不买不熟的票,买了一定要持续关注。玩了一个月期权,有几点个人感受,做个记录。1,以前觉得时间是最好的朋友,但对期权就不全是这样了。2,期权不能重仓,对于我来讲确实是不太好重仓。还好这个是小号。3,正股选对了等着就可以了,期权不是,事要对,时更要对。4,期权不是杠杆,用来对冲风险是很好的,用来赚钱,体验不会太好。5,读书并不是没用的。不记录其他几笔操作的逻辑,也不讲具体计算,接下来的标的还没有想好。这几天回老家休息,一边放松,一边也充充电。","images":[{"img":"https://static.laohu8.com/6b5c030bc282238e04715f0fcbfc75aa"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":7,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/81547","isVote":1,"tweetType":1,"viewCount":3977,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"哈哈哈对于期权买方来说,时间不是朋友","text":"哈哈哈对于期权买方来说,时间不是朋友","html":"哈哈哈对于期权买方来说,时间不是朋友"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":62093,"gmtCreate":1495807757735,"gmtModify":1704877262690,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"我的京东实盘记录","htmlText":"$京东(JD)$ 昨天设置41.3出,今天40.83接回,设置41.34出,预计是比较难出掉的。昨天出的原因是觉得今天会有一波回踩。","listText":"$京东(JD)$ 昨天设置41.3出,今天40.83接回,设置41.34出,预计是比较难出掉的。昨天出的原因是觉得今天会有一波回踩。","text":"$京东(JD)$ 昨天设置41.3出,今天40.83接回,设置41.34出,预计是比较难出掉的。昨天出的原因是觉得今天会有一波回踩。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/62093","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"21871903735000","authorId":"21871903735000","name":"虎虎生威x","avatar":"https://static.tigerbbs.com/8288f5ed674f785235a29b4b00d4443a","crmLevel":5,"crmLevelSwitch":0,"idStr":"21871903735000","authorIdStr":"21871903735000"},"content":"这么小的区间,不够来回手续费吧?","text":"这么小的区间,不够来回手续费吧?","html":"这么小的区间,不够来回手续费吧?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":64090,"gmtCreate":1496872776058,"gmtModify":1704877523279,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"htmlText":"$好未来$新东方(EDU)$ $好未来(TAL)$ 好未来收割三个点后毫不犹豫直接清仓去了edu,然后就是三个点加七个点的涨幅。只吹战绩不发操作了,太刺激。发了也没人跟。$京东(JD)$ ,看你了。","listText":"$好未来$新东方(EDU)$ $好未来(TAL)$ 好未来收割三个点后毫不犹豫直接清仓去了edu,然后就是三个点加七个点的涨幅。只吹战绩不发操作了,太刺激。发了也没人跟。$京东(JD)$ ,看你了。","text":"$好未来$新东方(EDU)$ $好未来(TAL)$ 好未来收割三个点后毫不犹豫直接清仓去了edu,然后就是三个点加七个点的涨幅。只吹战绩不发操作了,太刺激。发了也没人跟。$京东(JD)$ ,看你了。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":18,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/64090","isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454828739923835","authorId":"3454828739923835","name":"李青","avatar":"https://static.laohu8.com/da3738c8d287db9159c9bfa12d4d7714","crmLevel":1,"crmLevelSwitch":0,"idStr":"3454828739923835","authorIdStr":"3454828739923835"},"content":"好未来三个点的时候新东方已经四个点左右了,你新东方哪来的七个点的浮盈","text":"好未来三个点的时候新东方已经四个点左右了,你新东方哪来的七个点的浮盈","html":"好未来三个点的时候新东方已经四个点左右了,你新东方哪来的七个点的浮盈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":87980,"gmtCreate":1503415931027,"gmtModify":1704880477803,"author":{"id":"3458200500635093","authorId":"3458200500635093","name":"Masiello","avatar":"https://static.laohu8.com/624368f057d1dbe84af00d08ef58e819","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458200500635093","authorIdStr":"3458200500635093"},"themes":[],"title":"8.22","htmlText":"$新东方(EDU)$ 85$好未来(TAL)$ 32(一拆六)记录一下。两只重仓股一直在涨,中间有很多人喊跌,结果喊着喊着也都成了股东。好股不会等你,早上车更安心一些。在好未来持续大涨之后逐渐调仓给新东方,一方面担心好未来回调,一方面新东方横了这么久,一直控制在几乎固定范围内,这种情况在好公司身上出现其实有可能是机会,值得赌一把。现在唯一担心的问题是新东方暑秋转化率,如果增长乐观的话,k12是养得起两个巨型集团的。教育不同于其他行业,教育允许不同的风格,也必须有不同的口味,就算新东方不行,也还会有其他机构出现与好未来分庭抗礼。在这两个公司身上获得的增长比较可观了,好未来股价像一根绷紧的弦,让我很紧张。是时候去发现一些其他的领悟的高成长公司了。A股如果有起色,那还真有一些公司值得关注。最近忙着看房子,股票看的比较少,小号期权目前有亏损,不过无所谓,还会涨回来。","listText":"$新东方(EDU)$ 85$好未来(TAL)$ 32(一拆六)记录一下。两只重仓股一直在涨,中间有很多人喊跌,结果喊着喊着也都成了股东。好股不会等你,早上车更安心一些。在好未来持续大涨之后逐渐调仓给新东方,一方面担心好未来回调,一方面新东方横了这么久,一直控制在几乎固定范围内,这种情况在好公司身上出现其实有可能是机会,值得赌一把。现在唯一担心的问题是新东方暑秋转化率,如果增长乐观的话,k12是养得起两个巨型集团的。教育不同于其他行业,教育允许不同的风格,也必须有不同的口味,就算新东方不行,也还会有其他机构出现与好未来分庭抗礼。在这两个公司身上获得的增长比较可观了,好未来股价像一根绷紧的弦,让我很紧张。是时候去发现一些其他的领悟的高成长公司了。A股如果有起色,那还真有一些公司值得关注。最近忙着看房子,股票看的比较少,小号期权目前有亏损,不过无所谓,还会涨回来。","text":"$新东方(EDU)$ 85$好未来(TAL)$ 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