东哥Curry的个人主页 - 老虎社区

东哥Curry

东哥Curry

谋定而后动

IP属地：北京

29关注

1粉丝

0主题

0勋章

10-23

$中信证券(06030)$ 看这样快起飞了等等啊兄弟们

11-05

$九毛九(09922)$ 长期看多了逐渐入场

05-08

小心回调回调再入这会都是盈利的主力要洗一下

11-09

$老虎证券(TIGR)$ 老美25基点放水、国内6万亿化债政策怎么搞出来这，狗的一比

11-12

$老虎证券(TIGR)$ 财报碰到中概普跌 [流泪]

11-07

$老虎证券(TIGR)$ 没有主力吗？抛压沉重

10-24

本金也了得

11-08

吓唬吓唬

异动解读 | 中信证券深陷行业竞争加剧局势盘中股价重挫5.6%

11-07

$中证瑞银四乙购A.C(22250)$ 起飞了🛫️

10-22

不懂[笑哭]

期权女巫 | 市场对半导体股情绪可能过于乐观，半导体指数ETF年内飙升45%，利用价差策略提供下行保护

10-21

不看好吧

惠誉确认阿里巴巴(09988.HK)评级为A+，展望为负面。确认腾讯控股(00700.HK)评级为A+，展望为负面。

07-08

618 都买了15 还会买16吗

产业链人士：苹果上调iPhone 16系列今年备货目标至9000万部左右

06-04

$东方甄选(01797)$ 疯狗der啊还没起来就跌下去了是不是做企业没心气了

05-24

今年基本都在抖音买东西

传抖音电商2024年GMV目标4万亿，非常接近去年的拼多多

去老虎APP查看更多动态

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10:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月8日上午,中信证券(600030)股价盘中重挫5.6%,引发市场关注。分析人士指出,中信证券最新研报或为该股下跌埋下伏笔。</p>\n\n<p>根据新闻报道,中信证券日前发布研报称,未来几年国内外工商业储能市场将进入高景气期,但同时也指出行业内竞争将加剧。研报预计,海外渠道成熟、本土化实力强的企业将抢先抓住市场机遇。</p>\n\n<p>业内人士认为,作为资本实力雄厚的券商,中信证券无疑将在这一行业竞争中占据一席之地。但随着更多头部企业进入,行业日趋饱和,未来收入和利润增长空间或将遭遇挤压。市场对中信证券未来业绩表现的担忧或成为该股下跌的主因。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"06030":"中信证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189837098","content_text":"11月8日上午,中信证券(600030)股价盘中重挫5.6%,引发市场关注。分析人士指出,中信证券最新研报或为该股下跌埋下伏笔。\n根据新闻报道,中信证券日前发布研报称,未来几年国内外工商业储能市场将进入高景气期,但同时也指出行业内竞争将加剧。研报预计,海外渠道成熟、本土化实力强的企业将抢先抓住市场机遇。\n业内人士认为,作为资本实力雄厚的券商,中信证券无疑将在这一行业竞争中占据一席之地。但随着更多头部企业进入,行业日趋饱和,未来收入和利润增长空间或将遭遇挤压。市场对中信证券未来业绩表现的担忧或成为该股下跌的主因。","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368456907493384,"gmtCreate":1730993005414,"gmtModify":1730993006887,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"<a 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起飞了🛫️","text":"$中证瑞银四乙购A.C(22250)$ 起飞了🛫️","images":[{"img":"https://static.tigerbbs.com/c05a070575400c73df0dc62323b3a991","width":"1170","height":"2253"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368275862184240","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":367651159838720,"gmtCreate":1730771169551,"gmtModify":1730771170946,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09922\">$九毛九(09922)$</a> 长期看多了 逐渐入场","listText":"<a href=\"https://laohu8.com/S/09922\">$九毛九(09922)$</a> 长期看多了 逐渐入场","text":"$九毛九(09922)$ 长期看多了 逐渐入场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/367651159838720","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493359761462174","authorId":"3493359761462174","name":"GLA","avatar":"https://static.tigerbbs.com/070ae2a9e1ce414b25abe707f0cf9f1e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3493359761462174","authorIdStr":"3493359761462174"},"content":"有啥政策啊没听说啊","text":"有啥政策啊没听说啊","html":"有啥政策啊没听说啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363384080494888,"gmtCreate":1729742180063,"gmtModify":1729742181988,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"本金也了得","listText":"本金也了得","text":"本金也了得","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363384080494888","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363159803043984,"gmtCreate":1729687337446,"gmtModify":1729687338881,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"<a 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等等啊兄弟们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/363159803043984","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362747852849272,"gmtCreate":1729583921825,"gmtModify":1729585939488,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"不懂[笑哭]&nbsp;&nbsp;","listText":"不懂[笑哭]&nbsp;&nbsp;","text":"不懂[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362747852849272","repostId":"1116519467","repostType":2,"repost":{"id":"1116519467","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1729583324,"share":"https://www.laohu8.com/m/news/1116519467?lang=&edition=full","pubTime":"2024-10-22 15:48","market":"us","language":"zh","title":"期权女巫 | 市场对半导体股情绪可能过于乐观，半导体指数ETF年内飙升45%，利用价差策略提供下行保护","url":"https://stock-news.laohu8.com/highlight/detail?id=1116519467","media":"期权女巫","summary":"投资者普遍认为，半导体行业将在年底前继续上涨。我打算使用 $半导体指数ETF-HOLDRs$ 的看跌期权来降低下行风险。ASML表示半导体市场的复苏将比预期更久，导致其股价大幅下跌。$半导体指数ETF-HOLDRs$ 在2023年上涨了72%后，今年又涨了超过44.59%。我预计SMH可能会再次回测下方的50日均线，约在228美元左右。","content":"<html><head></head><body><p>尽管最近财报波动较大，芯片行业在2024年依然保持强劲势头。</p><p>投资者普遍认为，半导体行业将在年底前继续上涨。这样的乐观情绪让作为前CBOT交易员的我感到谨慎，我认为现在是时候对半导体投资做一些对冲了。我打算使用 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 的看跌期权来降低下行风险。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6ed854a796a06a8d8250cb3c24bda61\" tg-width=\"715\" tg-height=\"517\"/></p><p>Nvidia的CEO黄仁勋最近在全美进行巡回宣传，而这家AI领域的明星公司在周一达到了历史新高——每股143.71美元。</p><p>唯一对芯片行业的警告来自荷兰微芯片设备制造商ASML。ASML表示半导体市场的复苏将比预期更久，导致其股价大幅下跌。不过，这被Nvidia CEO不断强调的“需求疯狂”所抵消。我们要等到11月21日才能看到Nvidia的财报。</p><p><a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 在2023年上涨了72%后，今年又涨了超过44.59%。正如芝加哥交易大厅的老话所说：“猪会长胖，贪心的猪会被宰。”对冲风险并锁定一些利润在此时显得尤其重要。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78baeac612a1de87105c7186b5e0d209\" tg-width=\"560\" tg-height=\"240\"/></p><p>最后，我也在考虑技术面，当市场情绪高涨时，技术指标往往会起主导作用。我预计SMH可能会再次回测下方的50日均线，约在228美元左右。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4698d38d224ffccf3b449a4851d80220\" tg-width=\"708\" tg-height=\"473\"/></p><p><strong>购买看跌价差期权</strong></p><p>为了对冲 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a>的下行风险，可以考虑采用看跌熊市价差策略：</p><p>买入了SMH在11月15日到期的245美元看跌期权；<br/>卖出了SMH在同一日期到期的225美元看跌期权；</p><p>这笔价差期权交易的成本是4.225美元，或每手422.5美元。‌<a href=\"https://laohu8.com/OPT/SMH 20241115 225.0 PUT SELL 1 | SMH 20241115 245.0 PUT BUY 1\" title=\"$SMH 跨價 241115 225P/245P$  \" class=\"immutable-element\">$SMH 跨價 241115 225P/245P$  </a>‌</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0cd5237c1aaf262337db225cf8e232e4\" tg-width=\"1179\" tg-height=\"1332\"/></p><p>如果股价下跌并填补这个价差，投资者将赚取执行价差（20美元）减去成本（4.225美元）的差额，即15.775美元，或每手1577.5美元。<br/><br/></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>期权女巫 | 市场对半导体股情绪可能过于乐观，半导体指数ETF年内飙升45%，利用价差策略提供下行保护</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\">\n期权女巫 | 市场对半导体股情绪可能过于乐观，半导体指数ETF年内飙升45%，利用价差策略提供下行保护\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2024-10-22 15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尽管最近财报波动较大，芯片行业在2024年依然保持强劲势头。</p><p>投资者普遍认为，半导体行业将在年底前继续上涨。这样的乐观情绪让作为前CBOT交易员的我感到谨慎，我认为现在是时候对半导体投资做一些对冲了。我打算使用 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 的看跌期权来降低下行风险。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6ed854a796a06a8d8250cb3c24bda61\" tg-width=\"715\" tg-height=\"517\"/></p><p>Nvidia的CEO黄仁勋最近在全美进行巡回宣传，而这家AI领域的明星公司在周一达到了历史新高——每股143.71美元。</p><p>唯一对芯片行业的警告来自荷兰微芯片设备制造商ASML。ASML表示半导体市场的复苏将比预期更久，导致其股价大幅下跌。不过，这被Nvidia CEO不断强调的“需求疯狂”所抵消。我们要等到11月21日才能看到Nvidia的财报。</p><p><a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 在2023年上涨了72%后，今年又涨了超过44.59%。正如芝加哥交易大厅的老话所说：“猪会长胖，贪心的猪会被宰。”对冲风险并锁定一些利润在此时显得尤其重要。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78baeac612a1de87105c7186b5e0d209\" tg-width=\"560\" tg-height=\"240\"/></p><p>最后，我也在考虑技术面，当市场情绪高涨时，技术指标往往会起主导作用。我预计SMH可能会再次回测下方的50日均线，约在228美元左右。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4698d38d224ffccf3b449a4851d80220\" tg-width=\"708\" tg-height=\"473\"/></p><p><strong>购买看跌价差期权</strong></p><p>为了对冲 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a>的下行风险，可以考虑采用看跌熊市价差策略：</p><p>买入了SMH在11月15日到期的245美元看跌期权；<br/>卖出了SMH在同一日期到期的225美元看跌期权；</p><p>这笔价差期权交易的成本是4.225美元，或每手422.5美元。‌<a href=\"https://laohu8.com/OPT/SMH 20241115 225.0 PUT SELL 1 | SMH 20241115 245.0 PUT BUY 1\" title=\"$SMH 跨價 241115 225P/245P$  \" class=\"immutable-element\">$SMH 跨價 241115 225P/245P$  </a>‌</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0cd5237c1aaf262337db225cf8e232e4\" tg-width=\"1179\" tg-height=\"1332\"/></p><p>如果股价下跌并填补这个价差，投资者将赚取执行价差（20美元）减去成本（4.225美元）的差额，即15.775美元，或每手1577.5美元。<br/><br/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8effccd1ec9cd7dcf99c09781659ff15","relate_stocks":{"SMH":"半导体指数ETF-HOLDRs"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116519467","content_text":"尽管最近财报波动较大，芯片行业在2024年依然保持强劲势头。投资者普遍认为，半导体行业将在年底前继续上涨。这样的乐观情绪让作为前CBOT交易员的我感到谨慎，我认为现在是时候对半导体投资做一些对冲了。我打算使用 半导体指数ETF-HOLDRs 的看跌期权来降低下行风险。Nvidia的CEO黄仁勋最近在全美进行巡回宣传，而这家AI领域的明星公司在周一达到了历史新高——每股143.71美元。唯一对芯片行业的警告来自荷兰微芯片设备制造商ASML。ASML表示半导体市场的复苏将比预期更久，导致其股价大幅下跌。不过，这被Nvidia CEO不断强调的“需求疯狂”所抵消。我们要等到11月21日才能看到Nvidia的财报。半导体指数ETF-HOLDRs 在2023年上涨了72%后，今年又涨了超过44.59%。正如芝加哥交易大厅的老话所说：“猪会长胖，贪心的猪会被宰。”对冲风险并锁定一些利润在此时显得尤其重要。最后，我也在考虑技术面，当市场情绪高涨时，技术指标往往会起主导作用。我预计SMH可能会再次回测下方的50日均线，约在228美元左右。购买看跌价差期权为了对冲 半导体指数ETF-HOLDRs的下行风险，可以考虑采用看跌熊市价差策略：买入了SMH在11月15日到期的245美元看跌期权；卖出了SMH在同一日期到期的225美元看跌期权；这笔价差期权交易的成本是4.225美元，或每手422.5美元。‌$SMH 跨價 241115 225P/245P$  ‌如果股价下跌并填补这个价差，投资者将赚取执行价差（20美元）减去成本（4.225美元）的差额，即15.775美元，或每手1577.5美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362410417799248,"gmtCreate":1729508512178,"gmtModify":1729508514039,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"不看好吧","listText":"不看好吧","text":"不看好吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362410417799248","repostId":"2476047064","repostType":2,"repost":{"id":"2476047064","pubTimestamp":1729245038,"share":"https://www.laohu8.com/m/news/2476047064?lang=&edition=full","pubTime":"2024-10-18 17:50","market":"hk","language":"zh","title":"惠誉确认阿里巴巴(09988.HK)评级为A+，展望为负面。确认腾讯控股(00700.HK)评级为A+，展望为负面。","url":"https://stock-news.laohu8.com/highlight/detail?id=2476047064","media":"美港电讯","summary":"惠誉确认阿里巴巴(09988.HK)评级为A+，展望为负面。确认腾讯控股(00700.HK)评级为A+，展望为负面。","content":"<html><body><p>惠誉确认阿里巴巴(09988.HK)评级为A+，展望为负面。确认腾讯控股(00700.HK)评级为A+，展望为负面。</p></body></html>","source":"live_meigang","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>7x24快讯</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\">\n7x24快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-18 17:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>惠誉确认阿里巴巴(09988.HK)评级为A+，展望为负面。确认腾讯控股(00700.HK)评级为A+，展望为负面。</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","89988":"阿里巴巴-WR","BK4579":"人工智能","IE00B031HY20.USD":"FSSA CHINA 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Acc","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4505":"高瓴资本持仓","LU1046421795.USD":"富达环球科技A-ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK1531":"手游股","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK4585":"ETF&股票定投概念","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4587":"ChatGPT概念","BK4535":"淡马锡持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4524":"宅经济概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","IE00B8L5B284.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"B\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK4220":"综合零售","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) ACC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC"},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2476047064","content_text":"惠誉确认阿里巴巴(09988.HK)评级为A+，展望为负面。确认腾讯控股(00700.HK)评级为A+，展望为负面。","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325242890879080,"gmtCreate":1720434181719,"gmtModify":1720434183536,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"618 都买了15 还会买16吗","listText":"618 都买了15 还会买16吗","text":"618 都买了15 还会买16吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325242890879080","repostId":"1123434072","repostType":2,"repost":{"id":"1123434072","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":1720430386,"share":"https://www.laohu8.com/m/news/1123434072?lang=&edition=full","pubTime":"2024-07-08 17:19","market":"us","language":"zh","title":"产业链人士：苹果上调iPhone 16系列今年备货目标至9000万部左右","url":"https://stock-news.laohu8.com/highlight/detail?id=1123434072","media":"老虎资讯综合","summary":"7月8日，从$苹果(AAPL)$产业链公司人士处独家获悉，近期该公司收到的苹果iPhone 16系列备货目标指引略有上调，上调后，iPhone 16系列今年备货目标指引为9000万部左右。另一家苹果产业链公司人士对记者表示，苹果近期确实略有上调iPhone 16系列备货目标指引。苹果产业链公司高管对记者分析称，6月份国内618电商促销期间，苹果采取降价促销策略，iPhone 15系列降价后，销量明显提升，这可能又提振了苹果对iPhone 16系列的销量预期。","content":"<html><head></head><body><p>7月8日，从<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产业链公司人士处独家获悉，近期该公司收到的苹果iPhone 16系列备货目标指引略有上调，上调后，iPhone 16系列今年备货目标指引为9000万部左右。另一家苹果产业链公司人士对记者表示，苹果近期确实略有上调iPhone 16系列备货目标指引。</p><p>苹果产业链公司高管对记者分析称，6月份国内618电商促销期间，苹果采取降价促销策略，iPhone 15系列降价后，销量明显提升，这可能又提振了苹果对iPhone 16系列的销量预期。</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>产业链人士：苹果上调iPhone 16系列今年备货目标至9000万部左右</title>\n<style 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16系列的销量预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313129310916664,"gmtCreate":1717469868141,"gmtModify":1717471646597,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01797\">$东方甄选(01797)$&nbsp;</a> 疯狗der啊 还没起来就跌下去了 是不是做企业没心气了","listText":"<a href=\"https://laohu8.com/S/01797\">$东方甄选(01797)$&nbsp;</a> 疯狗der啊 还没起来就跌下去了 是不是做企业没心气了","text":"$东方甄选(01797)$ 疯狗der啊 还没起来就跌下去了 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18:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有接近抖音电商的人士透露称，<strong>2023年，抖音电商的商品交易总额（GMV）大约为2.7万亿，2024年的GMV目标则是4万亿，涨幅接近50%。</strong></p><p>记者就此求证了抖音方面，对方表示不予回应。</p><p>2023年，阿里巴巴全年GMV为7.2万亿，而拼多多GMV则是4.05万亿。这意味着，抖音电商今年的目标已经非常接近拼多多去年的成绩。（36氪）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/134bff3437d15d05348710b9987f417a","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188215176","content_text":"有接近抖音电商的人士透露称，2023年，抖音电商的商品交易总额（GMV）大约为2.7万亿，2024年的GMV目标则是4万亿，涨幅接近50%。记者就此求证了抖音方面，对方表示不予回应。2023年，阿里巴巴全年GMV为7.2万亿，而拼多多GMV则是4.05万亿。这意味着，抖音电商今年的目标已经非常接近拼多多去年的成绩。（36氪）","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303591056814176,"gmtCreate":1715139163514,"gmtModify":1715140220400,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"小心回调 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没有主力吗？抛压沉重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368456907493384","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363384080494888,"gmtCreate":1729742180063,"gmtModify":1729742181988,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"本金也了得","listText":"本金也了得","text":"本金也了得","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363384080494888","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368672324063280,"gmtCreate":1731045465903,"gmtModify":1731045467092,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"吓唬吓唬&nbsp;","listText":"吓唬吓唬&nbsp;","text":"吓唬吓唬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368672324063280","repostId":"1189837098","repostType":2,"repost":{"id":"1189837098","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1731034178,"share":"https://www.laohu8.com/m/news/1189837098?lang=&edition=full","pubTime":"2024-11-08 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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>异动解读 | 中信证券深陷行业竞争加剧局势 盘中股价重挫5.6%</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; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-08 10:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月8日上午,中信证券(600030)股价盘中重挫5.6%,引发市场关注。分析人士指出,中信证券最新研报或为该股下跌埋下伏笔。</p>\n\n<p>根据新闻报道,中信证券日前发布研报称,未来几年国内外工商业储能市场将进入高景气期,但同时也指出行业内竞争将加剧。研报预计,海外渠道成熟、本土化实力强的企业将抢先抓住市场机遇。</p>\n\n<p>业内人士认为,作为资本实力雄厚的券商,中信证券无疑将在这一行业竞争中占据一席之地。但随着更多头部企业进入,行业日趋饱和,未来收入和利润增长空间或将遭遇挤压。市场对中信证券未来业绩表现的担忧或成为该股下跌的主因。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"06030":"中信证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189837098","content_text":"11月8日上午,中信证券(600030)股价盘中重挫5.6%,引发市场关注。分析人士指出,中信证券最新研报或为该股下跌埋下伏笔。\n根据新闻报道,中信证券日前发布研报称,未来几年国内外工商业储能市场将进入高景气期,但同时也指出行业内竞争将加剧。研报预计,海外渠道成熟、本土化实力强的企业将抢先抓住市场机遇。\n业内人士认为,作为资本实力雄厚的券商,中信证券无疑将在这一行业竞争中占据一席之地。但随着更多头部企业进入,行业日趋饱和,未来收入和利润增长空间或将遭遇挤压。市场对中信证券未来业绩表现的担忧或成为该股下跌的主因。","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368275862184240,"gmtCreate":1730959101286,"gmtModify":1730959249869,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"<a 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起飞了🛫️","images":[{"img":"https://static.tigerbbs.com/c05a070575400c73df0dc62323b3a991","width":"1170","height":"2253"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368275862184240","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":362747852849272,"gmtCreate":1729583921825,"gmtModify":1729585939488,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"不懂[笑哭]&nbsp;&nbsp;","listText":"不懂[笑哭]&nbsp;&nbsp;","text":"不懂[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362747852849272","repostId":"1116519467","repostType":2,"repost":{"id":"1116519467","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1729583324,"share":"https://www.laohu8.com/m/news/1116519467?lang=&edition=full","pubTime":"2024-10-22 15:48","market":"us","language":"zh","title":"期权女巫 | 市场对半导体股情绪可能过于乐观，半导体指数ETF年内飙升45%，利用价差策略提供下行保护","url":"https://stock-news.laohu8.com/highlight/detail?id=1116519467","media":"期权女巫","summary":"投资者普遍认为，半导体行业将在年底前继续上涨。我打算使用 $半导体指数ETF-HOLDRs$ 的看跌期权来降低下行风险。ASML表示半导体市场的复苏将比预期更久，导致其股价大幅下跌。$半导体指数ETF-HOLDRs$ 在2023年上涨了72%后，今年又涨了超过44.59%。我预计SMH可能会再次回测下方的50日均线，约在228美元左右。","content":"<html><head></head><body><p>尽管最近财报波动较大，芯片行业在2024年依然保持强劲势头。</p><p>投资者普遍认为，半导体行业将在年底前继续上涨。这样的乐观情绪让作为前CBOT交易员的我感到谨慎，我认为现在是时候对半导体投资做一些对冲了。我打算使用 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 的看跌期权来降低下行风险。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6ed854a796a06a8d8250cb3c24bda61\" tg-width=\"715\" tg-height=\"517\"/></p><p>Nvidia的CEO黄仁勋最近在全美进行巡回宣传，而这家AI领域的明星公司在周一达到了历史新高——每股143.71美元。</p><p>唯一对芯片行业的警告来自荷兰微芯片设备制造商ASML。ASML表示半导体市场的复苏将比预期更久，导致其股价大幅下跌。不过，这被Nvidia CEO不断强调的“需求疯狂”所抵消。我们要等到11月21日才能看到Nvidia的财报。</p><p><a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 在2023年上涨了72%后，今年又涨了超过44.59%。正如芝加哥交易大厅的老话所说：“猪会长胖，贪心的猪会被宰。”对冲风险并锁定一些利润在此时显得尤其重要。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78baeac612a1de87105c7186b5e0d209\" tg-width=\"560\" tg-height=\"240\"/></p><p>最后，我也在考虑技术面，当市场情绪高涨时，技术指标往往会起主导作用。我预计SMH可能会再次回测下方的50日均线，约在228美元左右。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4698d38d224ffccf3b449a4851d80220\" tg-width=\"708\" tg-height=\"473\"/></p><p><strong>购买看跌价差期权</strong></p><p>为了对冲 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a>的下行风险，可以考虑采用看跌熊市价差策略：</p><p>买入了SMH在11月15日到期的245美元看跌期权；<br/>卖出了SMH在同一日期到期的225美元看跌期权；</p><p>这笔价差期权交易的成本是4.225美元，或每手422.5美元。‌<a href=\"https://laohu8.com/OPT/SMH 20241115 225.0 PUT SELL 1 | SMH 20241115 245.0 PUT BUY 1\" title=\"$SMH 跨價 241115 225P/245P$  \" class=\"immutable-element\">$SMH 跨價 241115 225P/245P$  </a>‌</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0cd5237c1aaf262337db225cf8e232e4\" tg-width=\"1179\" tg-height=\"1332\"/></p><p>如果股价下跌并填补这个价差，投资者将赚取执行价差（20美元）减去成本（4.225美元）的差额，即15.775美元，或每手1577.5美元。<br/><br/></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>期权女巫 | 市场对半导体股情绪可能过于乐观，半导体指数ETF年内飙升45%，利用价差策略提供下行保护</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期权女巫 | 市场对半导体股情绪可能过于乐观，半导体指数ETF年内飙升45%，利用价差策略提供下行保护\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2024-10-22 15:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尽管最近财报波动较大，芯片行业在2024年依然保持强劲势头。</p><p>投资者普遍认为，半导体行业将在年底前继续上涨。这样的乐观情绪让作为前CBOT交易员的我感到谨慎，我认为现在是时候对半导体投资做一些对冲了。我打算使用 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 的看跌期权来降低下行风险。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6ed854a796a06a8d8250cb3c24bda61\" tg-width=\"715\" tg-height=\"517\"/></p><p>Nvidia的CEO黄仁勋最近在全美进行巡回宣传，而这家AI领域的明星公司在周一达到了历史新高——每股143.71美元。</p><p>唯一对芯片行业的警告来自荷兰微芯片设备制造商ASML。ASML表示半导体市场的复苏将比预期更久，导致其股价大幅下跌。不过，这被Nvidia CEO不断强调的“需求疯狂”所抵消。我们要等到11月21日才能看到Nvidia的财报。</p><p><a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a> 在2023年上涨了72%后，今年又涨了超过44.59%。正如芝加哥交易大厅的老话所说：“猪会长胖，贪心的猪会被宰。”对冲风险并锁定一些利润在此时显得尤其重要。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78baeac612a1de87105c7186b5e0d209\" tg-width=\"560\" tg-height=\"240\"/></p><p>最后，我也在考虑技术面，当市场情绪高涨时，技术指标往往会起主导作用。我预计SMH可能会再次回测下方的50日均线，约在228美元左右。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4698d38d224ffccf3b449a4851d80220\" tg-width=\"708\" tg-height=\"473\"/></p><p><strong>购买看跌价差期权</strong></p><p>为了对冲 <a href=\"https://laohu8.com/S/SMH\">半导体指数ETF-HOLDRs</a>的下行风险，可以考虑采用看跌熊市价差策略：</p><p>买入了SMH在11月15日到期的245美元看跌期权；<br/>卖出了SMH在同一日期到期的225美元看跌期权；</p><p>这笔价差期权交易的成本是4.225美元，或每手422.5美元。‌<a href=\"https://laohu8.com/OPT/SMH 20241115 225.0 PUT SELL 1 | SMH 20241115 245.0 PUT BUY 1\" title=\"$SMH 跨價 241115 225P/245P$  \" class=\"immutable-element\">$SMH 跨價 241115 225P/245P$  </a>‌</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0cd5237c1aaf262337db225cf8e232e4\" tg-width=\"1179\" tg-height=\"1332\"/></p><p>如果股价下跌并填补这个价差，投资者将赚取执行价差（20美元）减去成本（4.225美元）的差额，即15.775美元，或每手1577.5美元。<br/><br/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8effccd1ec9cd7dcf99c09781659ff15","relate_stocks":{"SMH":"半导体指数ETF-HOLDRs"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116519467","content_text":"尽管最近财报波动较大，芯片行业在2024年依然保持强劲势头。投资者普遍认为，半导体行业将在年底前继续上涨。这样的乐观情绪让作为前CBOT交易员的我感到谨慎，我认为现在是时候对半导体投资做一些对冲了。我打算使用 半导体指数ETF-HOLDRs 的看跌期权来降低下行风险。Nvidia的CEO黄仁勋最近在全美进行巡回宣传，而这家AI领域的明星公司在周一达到了历史新高——每股143.71美元。唯一对芯片行业的警告来自荷兰微芯片设备制造商ASML。ASML表示半导体市场的复苏将比预期更久，导致其股价大幅下跌。不过，这被Nvidia CEO不断强调的“需求疯狂”所抵消。我们要等到11月21日才能看到Nvidia的财报。半导体指数ETF-HOLDRs 在2023年上涨了72%后，今年又涨了超过44.59%。正如芝加哥交易大厅的老话所说：“猪会长胖，贪心的猪会被宰。”对冲风险并锁定一些利润在此时显得尤其重要。最后，我也在考虑技术面，当市场情绪高涨时，技术指标往往会起主导作用。我预计SMH可能会再次回测下方的50日均线，约在228美元左右。购买看跌价差期权为了对冲 半导体指数ETF-HOLDRs的下行风险，可以考虑采用看跌熊市价差策略：买入了SMH在11月15日到期的245美元看跌期权；卖出了SMH在同一日期到期的225美元看跌期权；这笔价差期权交易的成本是4.225美元，或每手422.5美元。‌$SMH 跨價 241115 225P/245P$  ‌如果股价下跌并填补这个价差，投资者将赚取执行价差（20美元）减去成本（4.225美元）的差额，即15.775美元，或每手1577.5美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362410417799248,"gmtCreate":1729508512178,"gmtModify":1729508514039,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"不看好吧","listText":"不看好吧","text":"不看好吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362410417799248","repostId":"2476047064","repostType":2,"repost":{"id":"2476047064","pubTimestamp":1729245038,"share":"https://www.laohu8.com/m/news/2476047064?lang=&edition=full","pubTime":"2024-10-18 17:50","market":"hk","language":"zh","title":"惠誉确认阿里巴巴(09988.HK)评级为A+，展望为负面。确认腾讯控股(00700.HK)评级为A+，展望为负面。","url":"https://stock-news.laohu8.com/highlight/detail?id=2476047064","media":"美港电讯","summary":"惠誉确认阿里巴巴(09988.HK)评级为A+，展望为负面。确认腾讯控股(00700.HK)评级为A+，展望为负面。","content":"<html><body><p>惠誉确认阿里巴巴(09988.HK)评级为A+，展望为负面。确认腾讯控股(00700.HK)评级为A+，展望为负面。</p></body></html>","source":"live_meigang","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>7x24快讯</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\">\n7x24快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-18 17:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>惠誉确认阿里巴巴(09988.HK)评级为A+，展望为负面。确认腾讯控股(00700.HK)评级为A+，展望为负面。</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","89988":"阿里巴巴-WR","BK4579":"人工智能","IE00B031HY20.USD":"FSSA CHINA 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还会买16吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325242890879080","repostId":"1123434072","repostType":2,"repost":{"id":"1123434072","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":1720430386,"share":"https://www.laohu8.com/m/news/1123434072?lang=&edition=full","pubTime":"2024-07-08 17:19","market":"us","language":"zh","title":"产业链人士：苹果上调iPhone 16系列今年备货目标至9000万部左右","url":"https://stock-news.laohu8.com/highlight/detail?id=1123434072","media":"老虎资讯综合","summary":"7月8日，从$苹果(AAPL)$产业链公司人士处独家获悉，近期该公司收到的苹果iPhone 16系列备货目标指引略有上调，上调后，iPhone 16系列今年备货目标指引为9000万部左右。另一家苹果产业链公司人士对记者表示，苹果近期确实略有上调iPhone 16系列备货目标指引。苹果产业链公司高管对记者分析称，6月份国内618电商促销期间，苹果采取降价促销策略，iPhone 15系列降价后，销量明显提升，这可能又提振了苹果对iPhone 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16系列的销量预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313129310916664,"gmtCreate":1717469868141,"gmtModify":1717471646597,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01797\">$东方甄选(01797)$&nbsp;</a> 疯狗der啊 还没起来就跌下去了 是不是做企业没心气了","listText":"<a href=\"https://laohu8.com/S/01797\">$东方甄选(01797)$&nbsp;</a> 疯狗der啊 还没起来就跌下去了 是不是做企业没心气了","text":"$东方甄选(01797)$ 疯狗der啊 还没起来就跌下去了 是不是做企业没心气了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313129310916664","isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309330543710496,"gmtCreate":1716547748223,"gmtModify":1716547750388,"author":{"id":"3476858922577423","authorId":"3476858922577423","name":"东哥Curry","avatar":"https://static.tigerbbs.com/10b902ae1008e1d316f16d064dcd7442","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476858922577423","authorIdStr":"3476858922577423"},"themes":[],"htmlText":"今年基本都在抖音买东西","listText":"今年基本都在抖音买东西","text":"今年基本都在抖音买东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309330543710496","repostId":"1188215176","repostType":2,"repost":{"id":"1188215176","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":1716547075,"share":"https://www.laohu8.com/m/news/1188215176?lang=&edition=full","pubTime":"2024-05-24 18:37","market":"hk","language":"zh","title":"传抖音电商2024年GMV目标4万亿，非常接近去年的拼多多","url":"https://stock-news.laohu8.com/highlight/detail?id=1188215176","media":"老虎资讯综合","summary":"涨幅接近50%。","content":"<html><head></head><body><p>有接近抖音电商的人士透露称，<strong>2023年，抖音电商的商品交易总额（GMV）大约为2.7万亿，2024年的GMV目标则是4万亿，涨幅接近50%。</strong></p><p>记者就此求证了抖音方面，对方表示不予回应。</p><p>2023年，阿里巴巴全年GMV为7.2万亿，而拼多多GMV则是4.05万亿。这意味着，抖音电商今年的目标已经非常接近拼多多去年的成绩。（36氪）</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>传抖音电商2024年GMV目标4万亿，非常接近去年的拼多多</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\">\n传抖音电商2024年GMV目标4万亿，非常接近去年的拼多多\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\">2024-05-24 18:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有接近抖音电商的人士透露称，<strong>2023年，抖音电商的商品交易总额（GMV）大约为2.7万亿，2024年的GMV目标则是4万亿，涨幅接近50%。</strong></p><p>记者就此求证了抖音方面，对方表示不予回应。</p><p>2023年，阿里巴巴全年GMV为7.2万亿，而拼多多GMV则是4.05万亿。这意味着，抖音电商今年的目标已经非常接近拼多多去年的成绩。（36氪）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/134bff3437d15d05348710b9987f417a","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188215176","content_text":"有接近抖音电商的人士透露称，2023年，抖音电商的商品交易总额（GMV）大约为2.7万亿，2024年的GMV目标则是4万亿，涨幅接近50%。记者就此求证了抖音方面，对方表示不予回应。2023年，阿里巴巴全年GMV为7.2万亿，而拼多多GMV则是4.05万亿。这意味着，抖音电商今年的目标已经非常接近拼多多去年的成绩。（36氪）","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}