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杰森Lu
美股,科技成长,期权,Snowball 同名
IP属地:海外
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杰森Lu
07-19 23:23
去年秋天做过一波迪士尼,股价从80-85一路涨到了我的第二目标价120,现在回调到96.8(50周均线),没有仓位的朋友可以考虑建小仓观察,或者卖一卖Cash-Secured Put(现在9月20号90P每张$1.7, 如果愿意以88.3的价格建仓的话,差不多年化11.3%的收益)。估值上看17.5倍市盈率, 21倍自由现金流,12倍不到的EBITDA, 分析师一年后平均目标价$125, 9月份开始Disney Plus要像NFLX一样开始禁止用户分享密码了,最近上映的Inside Out 2打破票房纪录,仅仅3周就达到13.6亿美金的票房,这种合家欢乐的卡通电影应该在夏天还有不少潜力。迪士尼关于Hulu的谈判,以及长期NBA转播权都有可能成为下半年利好的因素。夏天是旅游旺季,Q3和Q4的财报会反应迪士尼乐园今年有多少游客,上半年几个旅游公司ABNB, TCOM, EXPE都受到消费者弱势的影响下跌,随着通胀开始好转和9月降息预期,未来几个月消费者信心应该会逐渐回暖。从资金流向上看,9月20号105C和10/18的110C都有不少大单未平仓,总计价值$5M
$迪士尼(DIS)$
杰森Lu
05-20
NVDA一季度财报前瞻
英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H
NVDA一季度财报前瞻
杰森Lu
05-23
$游戏驿站(GME)$
今天有人买了55000张6月21号到期的$20Call, 均价$5.5-6每张,交易量超过77900张,这几周可能还会来一波
杰森Lu
06-19
$阿尔尼拉姆制药公司(ALNY)$
在未来几周将会公布重磅3期数据,RBC估计可能会出现三种情况: 1. 数据不达标,实验失败(10%)- 股价跌到90. 2. 数据达标,实验成功 (80%) - 股价上涨到180. 3. 数据超预期,前景大好(10%) - 股价上涨到250. JPM对三种情况的预测是110以下(20%),170 (55%), 200以上(25%). 3月22号,有大单买入9月150/250 Call Spread $26, 5000张。 6月14号,有大单买入8月200/220 Call Spread $5.4, 1640张,7月150/115 Put Spread $15.5 现在股价154. 7月看涨期权180C 15, 7月看跌期权120P $10. 如果看好数据,可以考虑买入7月185/200 Call Spread $4, 或者9月200/250 Call Spread $8.5.
杰森Lu
2021-03-06
buying when there is blood is on the street
$蔚来(NIO)$
$Pinterest, Inc.(PINS)$
$Netflix, Inc.(NFLX)$
杰森Lu
06-22
今天三个大单:
$奈飞(NFLX)$
4700张Sep 600C, 101.85一张,总计47.9M,从1月份买的4000张Sept 510C Roll up的,已经赚了3000万。
$高通(QCOM)$
11500张Aug 180C, 36.55一张,总计42M,从3月份买的7400张June 180C roll up的,已经赚了1800万。
$ServiceNow(NOW)$
4600张Aug 700C, 62.05一张,总计28.5M, 从4月份买的3500张Aug 620C roll up的, 小赚420万。
杰森Lu
06-17
$英伟达(NVDA)$
今早期权未平仓数据,英伟达9月月期权$150C又增加了25000张,价值2千万美金。如果看夏天三个月震荡为主的话,可以考虑卖9月的150C和120P组合,每张收租$16,12.3%最大收益,股价166以上或者104以下才亏钱。更保守一点可以选择,9月的160C和110P,每张收租$10.5,8%最大收益,股价170.5以上或者99.5以下才亏钱
杰森Lu
2020-10-29
$蔚来(NIO)$
终于$30了,从14.5-30,超过100%回报,恭喜大家[龇牙][龇牙]
$小鹏汽车(XPEV)$
$理想汽车(LI)$
杰森Lu
2020-12-05
今天的期权大单
$Fastly, Inc.(FSLY)$
$优步(UBER)$
$Sea Ltd(SE)$
杰森Lu
05-22
$苹果(AAPL)$
下个月苹果WWDC, 而且苹果正在跟OpenAI商量把ChatGPT安装到所有 iPhone上面,世界上每台手机使用付费ChatGPT都要给苹果交30%的费用,那新高还远吗? 昨天有人买了看涨期权大单: 5500张11月$195 Call,每张$12, 总计$6.6M。 上周二,有人买了2000张2026年12月$200 Call, 每张$32.1, 总计$6.4M。
杰森Lu
2021-01-22
29K抄底了#比特币
$比特币基金(GBTC)$
$Square, Inc(SQ)$
$Riot Blockchain, Inc.(RIOT)$
杰森Lu
2020-11-17
运气不错,恭喜特斯拉成功加入标普大家庭
$特斯拉(TSLA)$
$蔚来(NIO)$
$理想汽车(LI)$
杰森Lu
06-07
2月28-29号,这个机构/巨鲸花$1900万美金买入2700张
$英伟达(NVDA)$
2026年12月份$1640看涨期权,当时股价$770。 今天,这个机构把$1640的看涨期权以$283一张的价格卖掉,一共$7640万美金,然后又花$7250万美金买入4220张2026年12月$2280的看涨期权,每张$171.8。大资金依然满仓,依然长线看多英伟达
杰森Lu
2021-01-28
$游戏驿站(GME)$
恭喜发财
[得意]
$AMC院线(AMC)$
$fuboTV Inc.(FUBO)$
杰森Lu
2021-03-02
$Zoom(ZM)$
财报大好, 恭喜发财
[得意]
$蔚来(NIO)$
$Sea Ltd(SE)$
杰森Lu
2020-11-07
#比特币 第一目标到了, 第二目标还会远吗?
[财迷]
$比特币基金(GBTC)$
$Square, Inc(SQ)$
$PayPal(PYPL)$
杰森Lu
2020-10-16
$Jumia Technologies AG(JMIA)$
10.4-14.5,恭喜恭喜[贱笑]
杰森Lu
2020-12-03
今天的期权大单
$波音(BA)$
$Fastly, Inc.(FSLY)$
$Lyft, Inc.(LYFT)$
杰森Lu
2021-04-14
昨天的期权大单
$Roblox Corporation(RBLX)$
$Affirm Holdings, Inc.(AFRM)$
$Pinterest, Inc.(PINS)$
杰森Lu
2021-02-03
$Snap Inc(SNAP)$
$Pinterest, Inc.(PINS)$
财报前预跑还不错
[爱你]
去老虎APP查看更多动态
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Put(现在9月20号90P每张$1.7, 如果愿意以88.3的价格建仓的话,差不多年化11.3%的收益)。估值上看17.5倍市盈率, 21倍自由现金流,12倍不到的EBITDA, 分析师一年后平均目标价$125, 9月份开始Disney Plus要像NFLX一样开始禁止用户分享密码了,最近上映的Inside Out 2打破票房纪录,仅仅3周就达到13.6亿美金的票房,这种合家欢乐的卡通电影应该在夏天还有不少潜力。迪士尼关于Hulu的谈判,以及长期NBA转播权都有可能成为下半年利好的因素。夏天是旅游旺季,Q3和Q4的财报会反应迪士尼乐园今年有多少游客,上半年几个旅游公司ABNB, TCOM, EXPE都受到消费者弱势的影响下跌,随着通胀开始好转和9月降息预期,未来几个月消费者信心应该会逐渐回暖。从资金流向上看,9月20号105C和10/18的110C都有不少大单未平仓,总计价值$5M <a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>","listText":"去年秋天做过一波迪士尼,股价从80-85一路涨到了我的第二目标价120,现在回调到96.8(50周均线),没有仓位的朋友可以考虑建小仓观察,或者卖一卖Cash-Secured Put(现在9月20号90P每张$1.7, 如果愿意以88.3的价格建仓的话,差不多年化11.3%的收益)。估值上看17.5倍市盈率, 21倍自由现金流,12倍不到的EBITDA, 分析师一年后平均目标价$125, 9月份开始Disney Plus要像NFLX一样开始禁止用户分享密码了,最近上映的Inside Out 2打破票房纪录,仅仅3周就达到13.6亿美金的票房,这种合家欢乐的卡通电影应该在夏天还有不少潜力。迪士尼关于Hulu的谈判,以及长期NBA转播权都有可能成为下半年利好的因素。夏天是旅游旺季,Q3和Q4的财报会反应迪士尼乐园今年有多少游客,上半年几个旅游公司ABNB, TCOM, EXPE都受到消费者弱势的影响下跌,随着通胀开始好转和9月降息预期,未来几个月消费者信心应该会逐渐回暖。从资金流向上看,9月20号105C和10/18的110C都有不少大单未平仓,总计价值$5M <a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>","text":"去年秋天做过一波迪士尼,股价从80-85一路涨到了我的第二目标价120,现在回调到96.8(50周均线),没有仓位的朋友可以考虑建小仓观察,或者卖一卖Cash-Secured Put(现在9月20号90P每张$1.7, 如果愿意以88.3的价格建仓的话,差不多年化11.3%的收益)。估值上看17.5倍市盈率, 21倍自由现金流,12倍不到的EBITDA, 分析师一年后平均目标价$125, 9月份开始Disney Plus要像NFLX一样开始禁止用户分享密码了,最近上映的Inside Out 2打破票房纪录,仅仅3周就达到13.6亿美金的票房,这种合家欢乐的卡通电影应该在夏天还有不少潜力。迪士尼关于Hulu的谈判,以及长期NBA转播权都有可能成为下半年利好的因素。夏天是旅游旺季,Q3和Q4的财报会反应迪士尼乐园今年有多少游客,上半年几个旅游公司ABNB, TCOM, EXPE都受到消费者弱势的影响下跌,随着通胀开始好转和9月降息预期,未来几个月消费者信心应该会逐渐回暖。从资金流向上看,9月20号105C和10/18的110C都有不少大单未平仓,总计价值$5M $迪士尼(DIS)$","images":[{"img":"https://static.tigerbbs.com/d850073a15481b9f03b6045f66887161","width":"984","height":"696"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/329203999211600","isVote":1,"tweetType":1,"viewCount":31846,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4183679337605310","authorId":"4183679337605310","name":"股票就是无风不起浪","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"个人感觉迪士尼已经不行了,尤其是在政治立场上的取向直接反映到了股价。短期内可能跌破90。不会有什么涨幅了,买了也涨的很慢,浪费持仓成本。","text":"个人感觉迪士尼已经不行了,尤其是在政治立场上的取向直接反映到了股价。短期内可能跌破90。不会有什么涨幅了,买了也涨的很慢,浪费持仓成本。","html":"个人感觉迪士尼已经不行了,尤其是在政治立场上的取向直接反映到了股价。短期内可能跌破90。不会有什么涨幅了,买了也涨的很慢,浪费持仓成本。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328874207318312,"gmtCreate":1721315630586,"gmtModify":1721315635365,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"自从上周CPI数据公布后,市场开始主题轮动,年初至今最火的AI,半导体,科技巨头出现了很多获利盘,资金流入了表现较差的地区银行,房地产,亏钱的小盘股,生物医药等等。随着二季度财报季的开始,小盘股是否能持续逆袭,还得靠基本面的好坏决定 <a href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a> <a href=\"https://laohu8.com/S/TNA\">$罗素2000指数三倍做多ETF-Direxion(TNA)$</a> <a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a>","listText":"自从上周CPI数据公布后,市场开始主题轮动,年初至今最火的AI,半导体,科技巨头出现了很多获利盘,资金流入了表现较差的地区银行,房地产,亏钱的小盘股,生物医药等等。随着二季度财报季的开始,小盘股是否能持续逆袭,还得靠基本面的好坏决定 <a href=\"https://laohu8.com/S/IWM\">$罗素2000指数ETF(IWM)$</a> <a href=\"https://laohu8.com/S/TNA\">$罗素2000指数三倍做多ETF-Direxion(TNA)$</a> <a href=\"https://laohu8.com/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$</a>","text":"自从上周CPI数据公布后,市场开始主题轮动,年初至今最火的AI,半导体,科技巨头出现了很多获利盘,资金流入了表现较差的地区银行,房地产,亏钱的小盘股,生物医药等等。随着二季度财报季的开始,小盘股是否能持续逆袭,还得靠基本面的好坏决定 $罗素2000指数ETF(IWM)$ $罗素2000指数三倍做多ETF-Direxion(TNA)$ $三倍做空半导体ETF-Direxion Daily(SOXS)$","images":[{"img":"https://static.tigerbbs.com/02f7da59a8eabf833ad1233bb0c4073c","width":"1366","height":"1340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328874207318312","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":324008961765680,"gmtCreate":1720109693437,"gmtModify":1720109699688,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"周二卖<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 捞了些<a href=\"https://laohu8.com/S/FSLR\">$第一太阳能(FSLR)$</a> 兄弟们独立日快乐!","listText":"周二卖<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 捞了些<a href=\"https://laohu8.com/S/FSLR\">$第一太阳能(FSLR)$</a> 兄弟们独立日快乐!","text":"周二卖$特斯拉(TSLA)$ 捞了些$第一太阳能(FSLR)$ 兄弟们独立日快乐!","images":[{"img":"https://static.tigerbbs.com/f2f68ffd0e2b7124300ee75e5523264c","width":"1014","height":"1901"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324008961765680","isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":320321451270352,"gmtCreate":1719236282733,"gmtModify":1719238088759,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ALNY\">$阿尔尼拉姆制药公司(ALNY)$ </a>ATTR-CM三期成功,股票大涨30%,恭喜发财","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ALNY\">$阿尔尼拉姆制药公司(ALNY)$ </a>ATTR-CM三期成功,股票大涨30%,恭喜发财","text":"$阿尔尼拉姆制药公司(ALNY)$ ATTR-CM三期成功,股票大涨30%,恭喜发财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320321451270352","repostId":"318633967399176","repostType":1,"repost":{"id":318633967399176,"gmtCreate":1718804983897,"gmtModify":1718804989018,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ALNY\">$阿尔尼拉姆制药公司(ALNY)$ </a> 在未来几周将会公布重磅3期数据,RBC估计可能会出现三种情况: 1. 数据不达标,实验失败(10%)- 股价跌到90. 2. 数据达标,实验成功 (80%) - 股价上涨到180. 3. 数据超预期,前景大好(10%) - 股价上涨到250. JPM对三种情况的预测是110以下(20%),170 (55%), 200以上(25%). 3月22号,有大单买入9月150/250 Call Spread $26, 5000张。 6月14号,有大单买入8月200/220 Call Spread $5.4, 1640张,7月150/115 Put Spread $15.5 现在股价154. 7月看涨期权180C 15, 7月看跌期权120P $10. 如果看好数据,可以考虑买入7月185/200 Call Spread $4, 或者9月200/250 Call Spread $8.5.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ALNY\">$阿尔尼拉姆制药公司(ALNY)$ </a> 在未来几周将会公布重磅3期数据,RBC估计可能会出现三种情况: 1. 数据不达标,实验失败(10%)- 股价跌到90. 2. 数据达标,实验成功 (80%) - 股价上涨到180. 3. 数据超预期,前景大好(10%) - 股价上涨到250. JPM对三种情况的预测是110以下(20%),170 (55%), 200以上(25%). 3月22号,有大单买入9月150/250 Call Spread $26, 5000张。 6月14号,有大单买入8月200/220 Call Spread $5.4, 1640张,7月150/115 Put Spread $15.5 现在股价154. 7月看涨期权180C 15, 7月看跌期权120P $10. 如果看好数据,可以考虑买入7月185/200 Call Spread $4, 或者9月200/250 Call Spread $8.5.","text":"$阿尔尼拉姆制药公司(ALNY)$ 在未来几周将会公布重磅3期数据,RBC估计可能会出现三种情况: 1. 数据不达标,实验失败(10%)- 股价跌到90. 2. 数据达标,实验成功 (80%) - 股价上涨到180. 3. 数据超预期,前景大好(10%) - 股价上涨到250. JPM对三种情况的预测是110以下(20%),170 (55%), 200以上(25%). 3月22号,有大单买入9月150/250 Call Spread $26, 5000张。 6月14号,有大单买入8月200/220 Call Spread $5.4, 1640张,7月150/115 Put Spread $15.5 现在股价154. 7月看涨期权180C 15, 7月看跌期权120P $10. 如果看好数据,可以考虑买入7月185/200 Call Spread $4, 或者9月200/250 Call Spread $8.5.","images":[{"img":"https://static.tigerbbs.com/7f616d15ef1473ff817e9d88b6fe2e59","width":"1275","height":"709"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318633967399176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319391477170368,"gmtCreate":1719006608643,"gmtModify":1719006611490,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今天三个大单: <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>4700张Sep 600C, 101.85一张,总计47.9M,从1月份买的4000张Sept 510C Roll up的,已经赚了3000万。 <a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a>11500张Aug 180C, 36.55一张,总计42M,从3月份买的7400张June 180C roll up的,已经赚了1800万。 <a target=\"_blank\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$ </a>4600张Aug 700C, 62.05一张,总计28.5M, 从4月份买的3500张Aug 620C roll up的, 小赚420万。","listText":"今天三个大单: <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>4700张Sep 600C, 101.85一张,总计47.9M,从1月份买的4000张Sept 510C Roll up的,已经赚了3000万。 <a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a>11500张Aug 180C, 36.55一张,总计42M,从3月份买的7400张June 180C roll up的,已经赚了1800万。 <a target=\"_blank\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$ </a>4600张Aug 700C, 62.05一张,总计28.5M, 从4月份买的3500张Aug 620C roll up的, 小赚420万。","text":"今天三个大单: $奈飞(NFLX)$ 4700张Sep 600C, 101.85一张,总计47.9M,从1月份买的4000张Sept 510C Roll up的,已经赚了3000万。 $高通(QCOM)$ 11500张Aug 180C, 36.55一张,总计42M,从3月份买的7400张June 180C roll up的,已经赚了1800万。 $ServiceNow(NOW)$ 4600张Aug 700C, 62.05一张,总计28.5M, 从4月份买的3500张Aug 620C roll up的, 小赚420万。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319391477170368","isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318633967399176,"gmtCreate":1718804983897,"gmtModify":1718804989018,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ALNY\">$阿尔尼拉姆制药公司(ALNY)$ </a> 在未来几周将会公布重磅3期数据,RBC估计可能会出现三种情况: 1. 数据不达标,实验失败(10%)- 股价跌到90. 2. 数据达标,实验成功 (80%) - 股价上涨到180. 3. 数据超预期,前景大好(10%) - 股价上涨到250. JPM对三种情况的预测是110以下(20%),170 (55%), 200以上(25%). 3月22号,有大单买入9月150/250 Call Spread $26, 5000张。 6月14号,有大单买入8月200/220 Call Spread $5.4, 1640张,7月150/115 Put Spread $15.5 现在股价154. 7月看涨期权180C 15, 7月看跌期权120P $10. 如果看好数据,可以考虑买入7月185/200 Call Spread $4, 或者9月200/250 Call Spread $8.5.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ALNY\">$阿尔尼拉姆制药公司(ALNY)$ </a> 在未来几周将会公布重磅3期数据,RBC估计可能会出现三种情况: 1. 数据不达标,实验失败(10%)- 股价跌到90. 2. 数据达标,实验成功 (80%) - 股价上涨到180. 3. 数据超预期,前景大好(10%) - 股价上涨到250. JPM对三种情况的预测是110以下(20%),170 (55%), 200以上(25%). 3月22号,有大单买入9月150/250 Call Spread $26, 5000张。 6月14号,有大单买入8月200/220 Call Spread $5.4, 1640张,7月150/115 Put Spread $15.5 现在股价154. 7月看涨期权180C 15, 7月看跌期权120P $10. 如果看好数据,可以考虑买入7月185/200 Call Spread $4, 或者9月200/250 Call Spread $8.5.","text":"$阿尔尼拉姆制药公司(ALNY)$ 在未来几周将会公布重磅3期数据,RBC估计可能会出现三种情况: 1. 数据不达标,实验失败(10%)- 股价跌到90. 2. 数据达标,实验成功 (80%) - 股价上涨到180. 3. 数据超预期,前景大好(10%) - 股价上涨到250. JPM对三种情况的预测是110以下(20%),170 (55%), 200以上(25%). 3月22号,有大单买入9月150/250 Call Spread $26, 5000张。 6月14号,有大单买入8月200/220 Call Spread $5.4, 1640张,7月150/115 Put Spread $15.5 现在股价154. 7月看涨期权180C 15, 7月看跌期权120P $10. 如果看好数据,可以考虑买入7月185/200 Call Spread $4, 或者9月200/250 Call Spread $8.5.","images":[{"img":"https://static.tigerbbs.com/7f616d15ef1473ff817e9d88b6fe2e59","width":"1275","height":"709"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/318633967399176","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0},"content":"$阿尔尼拉姆制药公司(ALNY)$ ATTR-CM三期成功,股票大涨30%,恭喜发财","text":"$阿尔尼拉姆制药公司(ALNY)$ ATTR-CM三期成功,股票大涨30%,恭喜发财","html":"$阿尔尼拉姆制药公司(ALNY)$ ATTR-CM三期成功,股票大涨30%,恭喜发财"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":317852210430232,"gmtCreate":1718639241898,"gmtModify":1718677798743,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>今早期权未平仓数据,英伟达9月月期权$150C又增加了25000张,价值2千万美金。如果看夏天三个月震荡为主的话,可以考虑卖9月的150C和120P组合,每张收租$16,12.3%最大收益,股价166以上或者104以下才亏钱。更保守一点可以选择,9月的160C和110P,每张收租$10.5,8%最大收益,股价170.5以上或者99.5以下才亏钱","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>今早期权未平仓数据,英伟达9月月期权$150C又增加了25000张,价值2千万美金。如果看夏天三个月震荡为主的话,可以考虑卖9月的150C和120P组合,每张收租$16,12.3%最大收益,股价166以上或者104以下才亏钱。更保守一点可以选择,9月的160C和110P,每张收租$10.5,8%最大收益,股价170.5以上或者99.5以下才亏钱","text":"$英伟达(NVDA)$ 今早期权未平仓数据,英伟达9月月期权$150C又增加了25000张,价值2千万美金。如果看夏天三个月震荡为主的话,可以考虑卖9月的150C和120P组合,每张收租$16,12.3%最大收益,股价166以上或者104以下才亏钱。更保守一点可以选择,9月的160C和110P,每张收租$10.5,8%最大收益,股价170.5以上或者99.5以下才亏钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/317852210430232","isVote":1,"tweetType":1,"viewCount":9865,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010298","authorId":"10000000000010298","name":"默默秃头","avatar":"https://static.tigerbbs.com/d5282e1a2285ddef754d3dcfe04f936e","crmLevel":1,"crmLevelSwitch":0},"content":"[财迷] 好策略,收益看涨","text":"[财迷] 好策略,收益看涨","html":"[财迷] 好策略,收益看涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316540323901664,"gmtCreate":1718308013824,"gmtModify":1718315137743,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今早OI Check,<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>2025 Jan 122C增加6000张,<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>Aug 190P Sell Put 增加15000张,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>7/5 165P Sell Put增加6000张","listText":"今早OI Check,<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>2025 Jan 122C增加6000张,<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>Aug 190P Sell Put 增加15000张,<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>7/5 165P Sell Put增加6000张","text":"今早OI Check,$英伟达(NVDA)$ 2025 Jan 122C增加6000张,$苹果(AAPL)$ Aug 190P Sell Put 增加15000张,$特斯拉(TSLA)$ 7/5 165P Sell Put增加6000张","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316540323901664","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316539944075520,"gmtCreate":1718307923244,"gmtModify":1718307926848,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CELH\">$Celsius Holdings, Inc.(CELH)$ </a>61.8捞了一点,如果跌到50-55再加一仓,目标75","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CELH\">$Celsius Holdings, Inc.(CELH)$ </a>61.8捞了一点,如果跌到50-55再加一仓,目标75","text":"$Celsius Holdings, Inc.(CELH)$ 61.8捞了一点,如果跌到50-55再加一仓,目标75","images":[{"img":"https://static.tigerbbs.com/82d279830f9a6761ae95400f76c6f230","width":"1426","height":"514"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316539944075520","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":314417751261496,"gmtCreate":1717792981907,"gmtModify":1717792985362,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"周末愉快😁 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$ </a> ","listText":"周末愉快😁 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$ </a> ","text":"周末愉快😁 $英伟达(NVDA)$ $Meta Platforms(META)$","images":[{"img":"https://static.tigerbbs.com/f4413b0dd64d9790fd6c95e33e345203","width":"1170","height":"1051"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314417751261496","isVote":1,"tweetType":1,"viewCount":3087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":314129052262448,"gmtCreate":1717711846341,"gmtModify":1717711850858,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"2月28-29号,这个机构/巨鲸花$1900万美金买入2700张<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>2026年12月份$1640看涨期权,当时股价$770。 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今天,这个机构把$1640的看涨期权以$283一张的价格卖掉,一共$7640万美金,然后又花$7250万美金买入4220张2026年12月$2280的看涨期权,每张$171.8。大资金依然满仓,依然长线看多英伟达","images":[{"img":"https://static.tigerbbs.com/9c12ddd69c0c98019193b05274beefd9","width":"1170","height":"410"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":3,"link":"https://laohu8.com/post/314129052262448","isVote":1,"tweetType":1,"viewCount":2784,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"content":"也就无脑散户进进出出把本金逐渐消耗干净","text":"也就无脑散户进进出出把本金逐渐消耗干净","html":"也就无脑散户进进出出把本金逐渐消耗干净"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":313636490109200,"gmtCreate":1717609982418,"gmtModify":1717610136592,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"年初突破$500开始就一直看好,2月19号发了<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>雪球长文披露持仓$660, 后来跌回$750又加仓了不少,现在成功达到$1200目标价,这两天我会分批卖掉等分股后看看有没有机会再买回来,恭喜发财","listText":"年初突破$500开始就一直看好,2月19号发了<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>雪球长文披露持仓$660, 后来跌回$750又加仓了不少,现在成功达到$1200目标价,这两天我会分批卖掉等分股后看看有没有机会再买回来,恭喜发财","text":"年初突破$500开始就一直看好,2月19号发了$英伟达(NVDA)$ 雪球长文披露持仓$660, 后来跌回$750又加仓了不少,现在成功达到$1200目标价,这两天我会分批卖掉等分股后看看有没有机会再买回来,恭喜发财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313636490109200","repostId":"308010379919664","repostType":1,"repost":{"id":308010379919664,"gmtCreate":1716219688848,"gmtModify":1716219990330,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"NVDA一季度财报前瞻","htmlText":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","listText":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","text":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","images":[{"img":"https://static.tigerbbs.com/4c36ab28e83dbe1b94a7c2d4f41e306f","width":"590","height":"221"},{"img":"https://static.tigerbbs.com/c823b28be64b10f850ab095072cc119e","width":"980","height":"664"},{"img":"https://static.tigerbbs.com/b10f319b3a98580371c68eb4fe2a2784","width":"663","height":"341"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308010379919664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312722964897848,"gmtCreate":1717382588539,"gmtModify":1717382639934,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"辣个男人又回来了 <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>","listText":"辣个男人又回来了 <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>","text":"辣个男人又回来了 $游戏驿站(GME)$","images":[{"img":"https://static.tigerbbs.com/a90f6631545b8a8c2ef6ab8e7b01d57d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312722964897848","repostId":"308775798657224","repostType":1,"repost":{"id":308775798657224,"gmtCreate":1716412460477,"gmtModify":1716447524169,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>今天有人买了55000张6月21号到期的$20Call, 均价$5.5-6每张,交易量超过77900张,这几周可能还会来一波","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>今天有人买了55000张6月21号到期的$20Call, 均价$5.5-6每张,交易量超过77900张,这几周可能还会来一波","text":"$游戏驿站(GME)$ 今天有人买了55000张6月21号到期的$20Call, 均价$5.5-6每张,交易量超过77900张,这几周可能还会来一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308775798657224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568881705284127","authorId":"3568881705284127","name":"MMSimona","avatar":"https://static.tigerbbs.com/84863575ef7ab84a3f4f2460f5f82f91","crmLevel":1,"crmLevelSwitch":0},"content":"L没有开盘怎么买期权?","text":"L没有开盘怎么买期权?","html":"L没有开盘怎么买期权?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311209142415560,"gmtCreate":1716998769274,"gmtModify":1717041739761,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这两周季节性偏多,如果不跌破5250-5260,市场大概率还是在5250-5350震荡盘整,今天几个巨头依然稳住没跌,两周后NVDA拆股,苹果大会,然后是六月Opex,那个时候波动可能才会增大,昨天依然不少巨头看涨期权: <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>2500 July 1210C buy to open at $45 for $11M. <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>20000 Aug 200C buy to open at $4 for $8M. <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>1000 Dec 495C buy to open at $10.15.","listText":"这两周季节性偏多,如果不跌破5250-5260,市场大概率还是在5250-5350震荡盘整,今天几个巨头依然稳住没跌,两周后NVDA拆股,苹果大会,然后是六月Opex,那个时候波动可能才会增大,昨天依然不少巨头看涨期权: <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>2500 July 1210C buy to open at $45 for $11M. <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a>20000 Aug 200C buy to open at $4 for $8M. <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>1000 Dec 495C buy to open at $10.15.","text":"这两周季节性偏多,如果不跌破5250-5260,市场大概率还是在5250-5350震荡盘整,今天几个巨头依然稳住没跌,两周后NVDA拆股,苹果大会,然后是六月Opex,那个时候波动可能才会增大,昨天依然不少巨头看涨期权: $英伟达(NVDA)$ 2500 July 1210C buy to open at $45 for $11M. $亚马逊(AMZN)$ 20000 Aug 200C buy to open at $4 for $8M. $微软(MSFT)$ 1000 Dec 495C buy to open at $10.15.","images":[{"img":"https://static.tigerbbs.com/2eb39f8e469acc9f4cc97ddc9b4c6599","width":"738","height":"373"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311209142415560","isVote":1,"tweetType":1,"viewCount":8329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308880713519304,"gmtCreate":1716438074457,"gmtModify":1716438078061,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一季度基金加仓最多的AI相关股票 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/SNX\">$新聚思(SNX)$</a> ","listText":"一季度基金加仓最多的AI相关股票 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <a href=\"https://laohu8.com/S/SNX\">$新聚思(SNX)$</a> ","text":"一季度基金加仓最多的AI相关股票 $迈威尔科技(MRVL)$ $苹果(AAPL)$ $新聚思(SNX)$","images":[{"img":"https://static.tigerbbs.com/68f606674f14895a63d656b515573e7b","width":"1210","height":"844"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308880713519304","isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308855873511536,"gmtCreate":1716432009357,"gmtModify":1716432013939,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> 这次财报很完美,没啥好点评的,兄弟们恭喜发财","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$ </a> 这次财报很完美,没啥好点评的,兄弟们恭喜发财","text":"$NVIDIA Corp(NVDA)$ 这次财报很完美,没啥好点评的,兄弟们恭喜发财","images":[{"img":"https://static.tigerbbs.com/e04990bfa837ce0da42503afcc797ea6","width":"1011","height":"2089"},{"img":"https://static.tigerbbs.com/6a8545b6237c6444e101300e657d4908","width":"1004","height":"1907"},{"img":"https://static.tigerbbs.com/8282898ba42e9bfb38f90895ac94aba2","width":"1170","height":"2309"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308855873511536","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":308775798657224,"gmtCreate":1716412460477,"gmtModify":1716447524169,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>今天有人买了55000张6月21号到期的$20Call, 均价$5.5-6每张,交易量超过77900张,这几周可能还会来一波","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>今天有人买了55000张6月21号到期的$20Call, 均价$5.5-6每张,交易量超过77900张,这几周可能还会来一波","text":"$游戏驿站(GME)$ 今天有人买了55000张6月21号到期的$20Call, 均价$5.5-6每张,交易量超过77900张,这几周可能还会来一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/308775798657224","isVote":1,"tweetType":1,"viewCount":7483,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559606446215009","authorId":"3559606446215009","name":"kation","avatar":"https://static.tigerbbs.com/07073bd098126e5362f2155a4d3fd301","crmLevel":4,"crmLevelSwitch":1},"content":"好像不是盲的都看到了,有无咁大只蛤蟆成街跳。","text":"好像不是盲的都看到了,有无咁大只蛤蟆成街跳。","html":"好像不是盲的都看到了,有无咁大只蛤蟆成街跳。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308672304849184,"gmtCreate":1716387225122,"gmtModify":1716387891896,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>下个月苹果WWDC, 而且苹果正在跟OpenAI商量把ChatGPT安装到所有 iPhone上面,世界上每台手机使用付费ChatGPT都要给苹果交30%的费用,那新高还远吗? 昨天有人买了看涨期权大单: 5500张11月$195 Call,每张$12, 总计$6.6M。 上周二,有人买了2000张2026年12月$200 Call, 每张$32.1, 总计$6.4M。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>下个月苹果WWDC, 而且苹果正在跟OpenAI商量把ChatGPT安装到所有 iPhone上面,世界上每台手机使用付费ChatGPT都要给苹果交30%的费用,那新高还远吗? 昨天有人买了看涨期权大单: 5500张11月$195 Call,每张$12, 总计$6.6M。 上周二,有人买了2000张2026年12月$200 Call, 每张$32.1, 总计$6.4M。","text":"$苹果(AAPL)$ 下个月苹果WWDC, 而且苹果正在跟OpenAI商量把ChatGPT安装到所有 iPhone上面,世界上每台手机使用付费ChatGPT都要给苹果交30%的费用,那新高还远吗? 昨天有人买了看涨期权大单: 5500张11月$195 Call,每张$12, 总计$6.6M。 上周二,有人买了2000张2026年12月$200 Call, 每张$32.1, 总计$6.4M。","images":[{"img":"https://static.tigerbbs.com/4385d70ab57ae958b7986814290c684f","width":"1572","height":"761"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308672304849184","isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308010379919664,"gmtCreate":1716219688848,"gmtModify":1716219990330,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"NVDA一季度财报前瞻","htmlText":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","listText":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","text":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","images":[{"img":"https://static.tigerbbs.com/4c36ab28e83dbe1b94a7c2d4f41e306f","width":"590","height":"221"},{"img":"https://static.tigerbbs.com/c823b28be64b10f850ab095072cc119e","width":"980","height":"664"},{"img":"https://static.tigerbbs.com/b10f319b3a98580371c68eb4fe2a2784","width":"663","height":"341"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":31,"commentSize":8,"repostSize":10,"link":"https://laohu8.com/post/308010379919664","isVote":1,"tweetType":1,"viewCount":15141,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0},"content":"年初突破$500开始就一直看好,2月19号发了$英伟达(NVDA)$ 雪球长文披露持仓$660, 后来跌回$750又加仓了不少,现在成功达到$1200目标价,这两天我会分批卖掉等分股后看看有没有机会再买回来,恭喜发财","text":"年初突破$500开始就一直看好,2月19号发了$英伟达(NVDA)$ 雪球长文披露持仓$660, 后来跌回$750又加仓了不少,现在成功达到$1200目标价,这两天我会分批卖掉等分股后看看有没有机会再买回来,恭喜发财","html":"年初突破$500开始就一直看好,2月19号发了$英伟达(NVDA)$ 雪球长文披露持仓$660, 后来跌回$750又加仓了不少,现在成功达到$1200目标价,这两天我会分批卖掉等分股后看看有没有机会再买回来,恭喜发财"}],"imageCount":10,"langContent":"CN","totalScore":0},{"id":190686590,"gmtCreate":1620616078110,"gmtModify":1620616078110,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"操盘手下周展望 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>","listText":"操盘手下周展望 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>","text":"操盘手下周展望 $标普500ETF(SPY)$$哔哩哔哩(BILI)$$迪士尼(DIS)$","images":[{"img":"https://static.tigerbbs.com/2dd65d34f7b7cffc0ab26db5e62ad601","width":"945","height":"512"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190686590","isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0}],"hots":[{"id":329203999211600,"gmtCreate":1721402604824,"gmtModify":1721402828111,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"去年秋天做过一波迪士尼,股价从80-85一路涨到了我的第二目标价120,现在回调到96.8(50周均线),没有仓位的朋友可以考虑建小仓观察,或者卖一卖Cash-Secured Put(现在9月20号90P每张$1.7, 如果愿意以88.3的价格建仓的话,差不多年化11.3%的收益)。估值上看17.5倍市盈率, 21倍自由现金流,12倍不到的EBITDA, 分析师一年后平均目标价$125, 9月份开始Disney Plus要像NFLX一样开始禁止用户分享密码了,最近上映的Inside Out 2打破票房纪录,仅仅3周就达到13.6亿美金的票房,这种合家欢乐的卡通电影应该在夏天还有不少潜力。迪士尼关于Hulu的谈判,以及长期NBA转播权都有可能成为下半年利好的因素。夏天是旅游旺季,Q3和Q4的财报会反应迪士尼乐园今年有多少游客,上半年几个旅游公司ABNB, TCOM, EXPE都受到消费者弱势的影响下跌,随着通胀开始好转和9月降息预期,未来几个月消费者信心应该会逐渐回暖。从资金流向上看,9月20号105C和10/18的110C都有不少大单未平仓,总计价值$5M <a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>","listText":"去年秋天做过一波迪士尼,股价从80-85一路涨到了我的第二目标价120,现在回调到96.8(50周均线),没有仓位的朋友可以考虑建小仓观察,或者卖一卖Cash-Secured Put(现在9月20号90P每张$1.7, 如果愿意以88.3的价格建仓的话,差不多年化11.3%的收益)。估值上看17.5倍市盈率, 21倍自由现金流,12倍不到的EBITDA, 分析师一年后平均目标价$125, 9月份开始Disney Plus要像NFLX一样开始禁止用户分享密码了,最近上映的Inside Out 2打破票房纪录,仅仅3周就达到13.6亿美金的票房,这种合家欢乐的卡通电影应该在夏天还有不少潜力。迪士尼关于Hulu的谈判,以及长期NBA转播权都有可能成为下半年利好的因素。夏天是旅游旺季,Q3和Q4的财报会反应迪士尼乐园今年有多少游客,上半年几个旅游公司ABNB, TCOM, EXPE都受到消费者弱势的影响下跌,随着通胀开始好转和9月降息预期,未来几个月消费者信心应该会逐渐回暖。从资金流向上看,9月20号105C和10/18的110C都有不少大单未平仓,总计价值$5M <a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>","text":"去年秋天做过一波迪士尼,股价从80-85一路涨到了我的第二目标价120,现在回调到96.8(50周均线),没有仓位的朋友可以考虑建小仓观察,或者卖一卖Cash-Secured Put(现在9月20号90P每张$1.7, 如果愿意以88.3的价格建仓的话,差不多年化11.3%的收益)。估值上看17.5倍市盈率, 21倍自由现金流,12倍不到的EBITDA, 分析师一年后平均目标价$125, 9月份开始Disney Plus要像NFLX一样开始禁止用户分享密码了,最近上映的Inside Out 2打破票房纪录,仅仅3周就达到13.6亿美金的票房,这种合家欢乐的卡通电影应该在夏天还有不少潜力。迪士尼关于Hulu的谈判,以及长期NBA转播权都有可能成为下半年利好的因素。夏天是旅游旺季,Q3和Q4的财报会反应迪士尼乐园今年有多少游客,上半年几个旅游公司ABNB, TCOM, EXPE都受到消费者弱势的影响下跌,随着通胀开始好转和9月降息预期,未来几个月消费者信心应该会逐渐回暖。从资金流向上看,9月20号105C和10/18的110C都有不少大单未平仓,总计价值$5M $迪士尼(DIS)$","images":[{"img":"https://static.tigerbbs.com/d850073a15481b9f03b6045f66887161","width":"984","height":"696"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/329203999211600","isVote":1,"tweetType":1,"viewCount":31846,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4183679337605310","authorId":"4183679337605310","name":"股票就是无风不起浪","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"个人感觉迪士尼已经不行了,尤其是在政治立场上的取向直接反映到了股价。短期内可能跌破90。不会有什么涨幅了,买了也涨的很慢,浪费持仓成本。","text":"个人感觉迪士尼已经不行了,尤其是在政治立场上的取向直接反映到了股价。短期内可能跌破90。不会有什么涨幅了,买了也涨的很慢,浪费持仓成本。","html":"个人感觉迪士尼已经不行了,尤其是在政治立场上的取向直接反映到了股价。短期内可能跌破90。不会有什么涨幅了,买了也涨的很慢,浪费持仓成本。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308010379919664,"gmtCreate":1716219688848,"gmtModify":1716219990330,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"NVDA一季度财报前瞻","htmlText":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","listText":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","text":"英伟达即将在本周三下午公布一季度财报,华尔街预期$5.57 EPS 和 $24.57B的营收, 二季度指引 $5.92 EPS 和$26.57B的营收,FY25全年展望$25 EPS (93%年增长), $112.36B (84.5%年增长)。由于四季度财报的超预期,分析师们最近三个月上调了20%的增长预期,这也让英伟达这次财报超预期的难度增大。估值现在股价较上季度财报前上涨37%,较财报后一天上涨18%,按股价$925估值: 市盈率77.5x, Forward P/E 37x. 市销率37.4x, Forward P/S 20.3x。 英伟达上季度财报超预期后一天上涨16.4%, 过去八个财报6次财报后收涨,平均涨幅12.4%,本周期权价格预计股价上下波动9.6% ($836-1014), IV 84.2%,6月月期权价格预计五周内股价上下波动13.5%($800-1050), IV 53.9%。我在上个季度财报点评里面说过,英伟达估值不便宜,但英伟达的体型和增速让投资者不能把他当作一个普通的科技股或者成长股,这是一个营收比去年多$51.5B的公司,净利润比去年多赚$30-32B的公司,人工智能浪潮的黄金铲子。个人操作4月份在$750加仓抄底了英伟达,在$910减仓了一半股票,都有披露。聊聊公司英伟达现在是世界上最值钱的半导体公司,其设计的显卡在游戏,数据处理,自动驾驶,机器人,AR/VR, 人工智能上面都能发挥非常突出的效果,其CUDA平台和构架让开发者可以进行深度学习,机器学习,大语言模型训练。GeForce显卡系列称霸游戏行业和主机市场,特斯拉使用英伟达GPU训练自动驾驶,用于专业图形设计和动画制作的Quadro, OpenAI使用英伟达GPU来支持AI迭代ChatGPT4o, Meta和TikTok使用H100芯片来支持用户AI算法, 投资英国半导体巨头Arm H","images":[{"img":"https://static.tigerbbs.com/4c36ab28e83dbe1b94a7c2d4f41e306f","width":"590","height":"221"},{"img":"https://static.tigerbbs.com/c823b28be64b10f850ab095072cc119e","width":"980","height":"664"},{"img":"https://static.tigerbbs.com/b10f319b3a98580371c68eb4fe2a2784","width":"663","height":"341"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":31,"commentSize":8,"repostSize":10,"link":"https://laohu8.com/post/308010379919664","isVote":1,"tweetType":1,"viewCount":15141,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0},"content":"年初突破$500开始就一直看好,2月19号发了$英伟达(NVDA)$ 雪球长文披露持仓$660, 后来跌回$750又加仓了不少,现在成功达到$1200目标价,这两天我会分批卖掉等分股后看看有没有机会再买回来,恭喜发财","text":"年初突破$500开始就一直看好,2月19号发了$英伟达(NVDA)$ 雪球长文披露持仓$660, 后来跌回$750又加仓了不少,现在成功达到$1200目标价,这两天我会分批卖掉等分股后看看有没有机会再买回来,恭喜发财","html":"年初突破$500开始就一直看好,2月19号发了$英伟达(NVDA)$ 雪球长文披露持仓$660, 后来跌回$750又加仓了不少,现在成功达到$1200目标价,这两天我会分批卖掉等分股后看看有没有机会再买回来,恭喜发财"}],"imageCount":10,"langContent":"CN","totalScore":0},{"id":308775798657224,"gmtCreate":1716412460477,"gmtModify":1716447524169,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>今天有人买了55000张6月21号到期的$20Call, 均价$5.5-6每张,交易量超过77900张,这几周可能还会来一波","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>今天有人买了55000张6月21号到期的$20Call, 均价$5.5-6每张,交易量超过77900张,这几周可能还会来一波","text":"$游戏驿站(GME)$ 今天有人买了55000张6月21号到期的$20Call, 均价$5.5-6每张,交易量超过77900张,这几周可能还会来一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/308775798657224","isVote":1,"tweetType":1,"viewCount":7483,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559606446215009","authorId":"3559606446215009","name":"kation","avatar":"https://static.tigerbbs.com/07073bd098126e5362f2155a4d3fd301","crmLevel":4,"crmLevelSwitch":1},"content":"好像不是盲的都看到了,有无咁大只蛤蟆成街跳。","text":"好像不是盲的都看到了,有无咁大只蛤蟆成街跳。","html":"好像不是盲的都看到了,有无咁大只蛤蟆成街跳。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318633967399176,"gmtCreate":1718804983897,"gmtModify":1718804989018,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ALNY\">$阿尔尼拉姆制药公司(ALNY)$ </a> 在未来几周将会公布重磅3期数据,RBC估计可能会出现三种情况: 1. 数据不达标,实验失败(10%)- 股价跌到90. 2. 数据达标,实验成功 (80%) - 股价上涨到180. 3. 数据超预期,前景大好(10%) - 股价上涨到250. JPM对三种情况的预测是110以下(20%),170 (55%), 200以上(25%). 3月22号,有大单买入9月150/250 Call Spread $26, 5000张。 6月14号,有大单买入8月200/220 Call Spread $5.4, 1640张,7月150/115 Put Spread $15.5 现在股价154. 7月看涨期权180C 15, 7月看跌期权120P $10. 如果看好数据,可以考虑买入7月185/200 Call Spread $4, 或者9月200/250 Call Spread $8.5.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/ALNY\">$阿尔尼拉姆制药公司(ALNY)$ </a> 在未来几周将会公布重磅3期数据,RBC估计可能会出现三种情况: 1. 数据不达标,实验失败(10%)- 股价跌到90. 2. 数据达标,实验成功 (80%) - 股价上涨到180. 3. 数据超预期,前景大好(10%) - 股价上涨到250. JPM对三种情况的预测是110以下(20%),170 (55%), 200以上(25%). 3月22号,有大单买入9月150/250 Call Spread $26, 5000张。 6月14号,有大单买入8月200/220 Call Spread $5.4, 1640张,7月150/115 Put Spread $15.5 现在股价154. 7月看涨期权180C 15, 7月看跌期权120P $10. 如果看好数据,可以考虑买入7月185/200 Call Spread $4, 或者9月200/250 Call Spread $8.5.","text":"$阿尔尼拉姆制药公司(ALNY)$ 在未来几周将会公布重磅3期数据,RBC估计可能会出现三种情况: 1. 数据不达标,实验失败(10%)- 股价跌到90. 2. 数据达标,实验成功 (80%) - 股价上涨到180. 3. 数据超预期,前景大好(10%) - 股价上涨到250. JPM对三种情况的预测是110以下(20%),170 (55%), 200以上(25%). 3月22号,有大单买入9月150/250 Call Spread $26, 5000张。 6月14号,有大单买入8月200/220 Call Spread $5.4, 1640张,7月150/115 Put Spread $15.5 现在股价154. 7月看涨期权180C 15, 7月看跌期权120P $10. 如果看好数据,可以考虑买入7月185/200 Call Spread $4, 或者9月200/250 Call Spread $8.5.","images":[{"img":"https://static.tigerbbs.com/7f616d15ef1473ff817e9d88b6fe2e59","width":"1275","height":"709"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/318633967399176","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0},"content":"$阿尔尼拉姆制药公司(ALNY)$ ATTR-CM三期成功,股票大涨30%,恭喜发财","text":"$阿尔尼拉姆制药公司(ALNY)$ ATTR-CM三期成功,股票大涨30%,恭喜发财","html":"$阿尔尼拉姆制药公司(ALNY)$ ATTR-CM三期成功,股票大涨30%,恭喜发财"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":320034055,"gmtCreate":1614989154277,"gmtModify":1703483943878,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"buying when there is blood is on the street<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a>","listText":"buying when there is blood is on the street<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a>","text":"buying when there is blood is on the street$蔚来(NIO)$$Pinterest, Inc.(PINS)$$Netflix, Inc.(NFLX)$","images":[{"img":"https://static.tigerbbs.com/8e67e46532101a52d15c64e767535bfb","width":"1170","height":"1887"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/320034055","isVote":1,"tweetType":1,"viewCount":5919,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501750755383732","authorId":"3501750755383732","name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","crmLevel":1,"crmLevelSwitch":0},"content":"兄弟,问一下你的钱是本来就很多还是都是炒股赚到的?","text":"兄弟,问一下你的钱是本来就很多还是都是炒股赚到的?","html":"兄弟,问一下你的钱是本来就很多还是都是炒股赚到的?"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":319391477170368,"gmtCreate":1719006608643,"gmtModify":1719006611490,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今天三个大单: <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>4700张Sep 600C, 101.85一张,总计47.9M,从1月份买的4000张Sept 510C Roll up的,已经赚了3000万。 <a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a>11500张Aug 180C, 36.55一张,总计42M,从3月份买的7400张June 180C roll up的,已经赚了1800万。 <a target=\"_blank\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$ </a>4600张Aug 700C, 62.05一张,总计28.5M, 从4月份买的3500张Aug 620C roll up的, 小赚420万。","listText":"今天三个大单: <a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$ </a>4700张Sep 600C, 101.85一张,总计47.9M,从1月份买的4000张Sept 510C Roll up的,已经赚了3000万。 <a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a>11500张Aug 180C, 36.55一张,总计42M,从3月份买的7400张June 180C roll up的,已经赚了1800万。 <a target=\"_blank\" href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$ </a>4600张Aug 700C, 62.05一张,总计28.5M, 从4月份买的3500张Aug 620C roll up的, 小赚420万。","text":"今天三个大单: $奈飞(NFLX)$ 4700张Sep 600C, 101.85一张,总计47.9M,从1月份买的4000张Sept 510C Roll up的,已经赚了3000万。 $高通(QCOM)$ 11500张Aug 180C, 36.55一张,总计42M,从3月份买的7400张June 180C roll up的,已经赚了1800万。 $ServiceNow(NOW)$ 4600张Aug 700C, 62.05一张,总计28.5M, 从4月份买的3500张Aug 620C roll up的, 小赚420万。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319391477170368","isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317852210430232,"gmtCreate":1718639241898,"gmtModify":1718677798743,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>今早期权未平仓数据,英伟达9月月期权$150C又增加了25000张,价值2千万美金。如果看夏天三个月震荡为主的话,可以考虑卖9月的150C和120P组合,每张收租$16,12.3%最大收益,股价166以上或者104以下才亏钱。更保守一点可以选择,9月的160C和110P,每张收租$10.5,8%最大收益,股价170.5以上或者99.5以下才亏钱","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>今早期权未平仓数据,英伟达9月月期权$150C又增加了25000张,价值2千万美金。如果看夏天三个月震荡为主的话,可以考虑卖9月的150C和120P组合,每张收租$16,12.3%最大收益,股价166以上或者104以下才亏钱。更保守一点可以选择,9月的160C和110P,每张收租$10.5,8%最大收益,股价170.5以上或者99.5以下才亏钱","text":"$英伟达(NVDA)$ 今早期权未平仓数据,英伟达9月月期权$150C又增加了25000张,价值2千万美金。如果看夏天三个月震荡为主的话,可以考虑卖9月的150C和120P组合,每张收租$16,12.3%最大收益,股价166以上或者104以下才亏钱。更保守一点可以选择,9月的160C和110P,每张收租$10.5,8%最大收益,股价170.5以上或者99.5以下才亏钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/317852210430232","isVote":1,"tweetType":1,"viewCount":9865,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010298","authorId":"10000000000010298","name":"默默秃头","avatar":"https://static.tigerbbs.com/d5282e1a2285ddef754d3dcfe04f936e","crmLevel":1,"crmLevelSwitch":0},"content":"[财迷] 好策略,收益看涨","text":"[财迷] 好策略,收益看涨","html":"[财迷] 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>下个月苹果WWDC, 而且苹果正在跟OpenAI商量把ChatGPT安装到所有 iPhone上面,世界上每台手机使用付费ChatGPT都要给苹果交30%的费用,那新高还远吗? 昨天有人买了看涨期权大单: 5500张11月$195 Call,每张$12, 总计$6.6M。 上周二,有人买了2000张2026年12月$200 Call, 每张$32.1, 总计$6.4M。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>下个月苹果WWDC, 而且苹果正在跟OpenAI商量把ChatGPT安装到所有 iPhone上面,世界上每台手机使用付费ChatGPT都要给苹果交30%的费用,那新高还远吗? 昨天有人买了看涨期权大单: 5500张11月$195 Call,每张$12, 总计$6.6M。 上周二,有人买了2000张2026年12月$200 Call, 每张$32.1, 总计$6.4M。","text":"$苹果(AAPL)$ 下个月苹果WWDC, 而且苹果正在跟OpenAI商量把ChatGPT安装到所有 iPhone上面,世界上每台手机使用付费ChatGPT都要给苹果交30%的费用,那新高还远吗? 昨天有人买了看涨期权大单: 5500张11月$195 Call,每张$12, 总计$6.6M。 上周二,有人买了2000张2026年12月$200 Call, 每张$32.1, 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Inc.(FUBO)$","images":[{"img":"https://static.tigerbbs.com/f72d52450e8a1454d076dd111bd76e7c","width":"443","height":"566"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/311537131","isVote":1,"tweetType":1,"viewCount":3121,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554957694563129","authorId":"3554957694563129","name":"小仙女萌萌虎","avatar":"https://static.tigerbbs.com/56999f0f1f78269eafea38d569e9b782","crmLevel":2,"crmLevelSwitch":0},"content":"[财迷] 怎样加入Jason的群呀?","text":"[财迷] 怎样加入Jason的群呀?","html":"[财迷] 怎样加入Jason的群呀?"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":362625541,"gmtCreate":1614633245483,"gmtModify":1703479079087,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" 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第二目标还会远吗?<a href=\"\">[财迷] </a><a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/SQ\">$Square, Inc(SQ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>","text":"#比特币 第一目标到了, 第二目标还会远吗?[财迷] $比特币基金(GBTC)$$Square, Inc(SQ)$$PayPal(PYPL)$","images":[{"img":"https://static.tigerbbs.com/99507d089f953b630904700860703494","width":"1809","height":"779"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":4,"link":"https://laohu8.com/post/302705066","isVote":1,"tweetType":1,"viewCount":3456,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0},"content":"#比特币 第二目标已经达到,更新第三目标三万三,第四目标四万美金。搜我文章“圣诞新高聊聊比特币” $比特币基金(GBTC)$ $英伟达(NVDA)$ $Riot Blockchain, Inc.(RIOT)$","text":"#比特币 第二目标已经达到,更新第三目标三万三,第四目标四万美金。搜我文章“圣诞新高聊聊比特币” $比特币基金(GBTC)$ $英伟达(NVDA)$ $Riot Blockchain, Inc.(RIOT)$","html":"#比特币 第二目标已经达到,更新第三目标三万三,第四目标四万美金。搜我文章“圣诞新高聊聊比特币” $比特币基金(GBTC)$ $英伟达(NVDA)$ $Riot Blockchain, Inc.(RIOT)$"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":303956672,"gmtCreate":1602858709396,"gmtModify":1703828251118,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>10.4-14.5,恭喜恭喜[贱笑]","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>10.4-14.5,恭喜恭喜[贱笑]","text":"$Jumia Technologies AG(JMIA)$10.4-14.5,恭喜恭喜[贱笑]","images":[{"img":"https://static.tigerbbs.com/60f5d238faa837774ae904c63f8e950f","width":"828","height":"1037"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/303956672","isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492844710694517","authorId":"3492844710694517","name":"Gavin007","avatar":"https://static.tigerbbs.com/f1c053f3f708c57c1db94530486c2e10","crmLevel":5,"crmLevelSwitch":0},"content":"这是哪个网站看到的呢?","text":"这是哪个网站看到的呢?","html":"这是哪个网站看到的呢?"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":398450822,"gmtCreate":1606948000566,"gmtModify":1703845572794,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今天的期权大单<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a><a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a><a href=\"https://laohu8.com/S/LYFT\">$Lyft, Inc.(LYFT)$</a>","listText":"今天的期权大单<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a><a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a><a href=\"https://laohu8.com/S/LYFT\">$Lyft, Inc.(LYFT)$</a>","text":"今天的期权大单$波音(BA)$$Fastly, Inc.(FSLY)$$Lyft, Inc.(LYFT)$","images":[{"img":"https://static.tigerbbs.com/17537a92f00c8165772f4e36e36ac613","width":"702","height":"508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/398450822","isVote":1,"tweetType":1,"viewCount":2432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":344640059,"gmtCreate":1618407993371,"gmtModify":1618407993371,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"昨天的期权大单 <a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a><a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a><a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a>","listText":"昨天的期权大单 <a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a><a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a><a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a>","text":"昨天的期权大单 $Roblox Corporation(RBLX)$$Affirm Holdings, Inc.(AFRM)$$Pinterest, Inc.(PINS)$","images":[{"img":"https://static.tigerbbs.com/d530d21c1d2e9b4ff1f6fab087124afd","width":"1170","height":"1886"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/344640059","isVote":1,"tweetType":1,"viewCount":4280,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"18038793952685","authorId":"18038793952685","name":"tenrenced","avatar":"https://static.tigerbbs.com/77f613ff4dd4b0a3db575c3757c32b14","crmLevel":2,"crmLevelSwitch":0},"content":"没玩过期权 这样代表什么?","text":"没玩过期权 这样代表什么?","html":"没玩过期权 这样代表什么?"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":314979557,"gmtCreate":1612297065179,"gmtModify":1703760094779,"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a>财报前预跑还不错<a href=\"\">[爱你] </a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a>财报前预跑还不错<a href=\"\">[爱你] </a>","text":"$Snap Inc(SNAP)$$Pinterest, Inc.(PINS)$财报前预跑还不错[爱你]","images":[{"img":"https://static.tigerbbs.com/8dafb8456b63c1a0884ba4346057debc","width":"474","height":"309"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/314979557","isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523034181340639","authorId":"3523034181340639","name":"杰森Lu","avatar":"https://static.tigerbbs.com/3c399018e47fa540965ed41f3bac57d4","crmLevel":1,"crmLevelSwitch":0},"content":"$Pinterest, Inc.(PINS)$ 恭喜发财[得意]","text":"$Pinterest, Inc.(PINS)$ 恭喜发财[得意]","html":"$Pinterest, Inc.(PINS)$ 恭喜发财[得意]"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}