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nicegame
老虎证券实盘赛冠军团队队长 微信公众号Amazing Capital
IP属地:北京
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2180
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0
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直播
nicegame
04-25
我平仓了
$TCH.HK 20250429 450.00 PUT$
,见好就收
nicegame
03-27
$NVDA 20250328 118.0 CALL$
nicegame
03-26
真的是好难
nicegame
03-20
我开仓了5手
$TCH.HK 20250321 560.00 CALL$
,百分之九十九涨不上560
nicegame
03-19
sell put 一年才赚900美金,还可能被行权,一张需要9000美元本金;涨到140还和卖put方没关系,明显不是一个好买卖。
@期权小班长:一年后以92.5买入英伟达?段永平交易策略详解
nicegame
03-19
段永平想做1%的仓位拿一点做nvda股东,但是又有点犹豫,觉得116还是贵了。干脆卖远期call,降低15%持仓成本,还是有点信心不足
@狮子做趋势交易:达哥 之战
nicegame
03-18
我开仓了
$TCH.HK 20250321 500.00 PUT$
,来看看我最新分享的订单!
nicegame
03-17
$苹果(AAPL)$
英伟达有底,苹果有吗?
nicegame
03-14
我平仓了
$TCH.HK 20250314 530.00 CALL$
,这个自动过期了,530 没有call走
nicegame
03-14
我平仓了
$TCH.HK 20250314 510.00 PUT$
,6.0x2 暂时没有接到520下方的腾讯
nicegame
03-10
我开仓了
$TCH.HK 20250314 500.00 PUT$
,来看看我最新分享的订单!
nicegame
03-08
我平仓了
$TCH.HK 20250307 500.00 PUT$
,来看看我最新分享的订单!
nicegame
03-08
我平仓了4手
$TCH.HK 20250307 580.00 CALL$
,来看看我最新分享的订单!
nicegame
03-08
我平仓了
$TCH.HK 20250307 520.00 PUT$
,来看看我最新分享的订单!
nicegame
03-07
$英伟达(NVDA)$
都坐稳了吗?总得底部起来一下
nicegame
03-06
$英伟达(NVDA)$
今天市场上单边做多,目前价格接近底部
nicegame
03-06
我平仓了
$TCH.HK 20250314 540.00 CALL$
,后续再观察
nicegame
03-05
我开仓了
$TCH.HK 20250314 540.00 CALL$
,来看看我最新分享的订单!
nicegame
03-05
我开仓了
$TCH.HK 20250314 530.00 CALL$
,来看看我最新分享的订单!
nicegame
03-05
我开仓了
$英伟达(NVDA)$
,特朗普主动给英伟达台积电解绑
去老虎APP查看更多动态
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href=\"https://laohu8.com/post/262241417875496\">【小虎访谈】多次实战赛冠军 nicegame:科技股将掀起新一波行情!</a>","starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":428210866106440,"gmtCreate":1745564457030,"gmtModify":1745564716664,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250429 450.00 PUT\">$TCH.HK 20250429 450.00 PUT$ </a>,见好就收","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250429 450.00 PUT\">$TCH.HK 20250429 450.00 PUT$ </a>,见好就收","text":"我平仓了$TCH.HK 20250429 450.00 PUT$ 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CALL$","images":[{"img":"https://static.tigerbbs.com/00537fe51696b07dc545c59ef19057a6","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417981333332376","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417690918801840,"gmtCreate":1742974435335,"gmtModify":1742974437373,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"真的是好难","listText":"真的是好难","text":"真的是好难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417690918801840","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415409893495064,"gmtCreate":1742438347610,"gmtModify":1742558485935,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我开仓了5手<a href=\"https://laohu8.com/OPT/TCH.HK 20250321 560.00 CALL\">$TCH.HK 20250321 560.00 CALL$ </a>,百分之九十九涨不上560","listText":"我开仓了5手<a href=\"https://laohu8.com/OPT/TCH.HK 20250321 560.00 CALL\">$TCH.HK 20250321 560.00 CALL$ </a>,百分之九十九涨不上560","text":"我开仓了5手$TCH.HK 20250321 560.00 CALL$ ,百分之九十九涨不上560","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415409893495064","isVote":1,"tweetType":1,"viewCount":1373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415257418891368,"gmtCreate":1742401026920,"gmtModify":1742401029245,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"sell put 一年才赚900美金,还可能被行权,一张需要9000美元本金;涨到140还和卖put方没关系,明显不是一个好买卖。","listText":"sell put 一年才赚900美金,还可能被行权,一张需要9000美元本金;涨到140还和卖put方没关系,明显不是一个好买卖。","text":"sell put 一年才赚900美金,还可能被行权,一张需要9000美元本金;涨到140还和卖put方没关系,明显不是一个好买卖。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415257418891368","repostId":"415268047171792","repostType":1,"repost":{"id":415268047171792,"gmtCreate":1742398623790,"gmtModify":1742398658809,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"一年后以92.5买入英伟达?段永平交易策略详解","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 段永平的动态大家都看了吧?简单来说,坏消息是英伟达股价上限跟下限预期都降低了;好事是波动区间更明确了,有利于爽薅羊毛。下面具体聊聊这张单子以及对英伟达今年预期的看法,跟相应的策略。善于利用巨人的肩膀3月19日中国知名前企业家&投资人段永平发布动态称,“92.5买入英伟达了,不过要延迟一年交货。”,并附图期权交割单。分析一下这张期权交割单。首先成交时间是3月18日12点07分,老虎pc端期权异动可以查到这笔订单。这笔交割单有两个操作,第一个操作,也就是第一个Action项目,是买入10万股英伟达正股,成交价偏向卖方116.78。第二个操作项目,第二个Action,是sell to open,开仓卖出1000手2026年3月20日到期,行权价120的看涨期权 <a href=\"https://laohu8.com/OPT/NVDA%2020260320%20120.0%20CALL\">$NVDA 20260320 120.0 CALL$</a>,即:买入股票持仓价$116.78 ,持股10万手卖出 <a href=\"https://laohu8.com/OPT/NVDA%2020260320%20120.0%20CALL\">$NVDA 20260320 120.0 CALL$</a>,成交量1000手然后订单还贴心计算出一年后如果未行权需要的持仓资金,折合每股价格92.5。根据老虎pc端期权筛选器可查到 <a href=\"https://laohu8.com/OPT/NVDA%2020260320%20120.0%20CALL\">$NVDA 20260320 120.0 CALL$</a>于3月18日当日12:08分成交975手,均价24.14。不是1000因为大单会","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 段永平的动态大家都看了吧?简单来说,坏消息是英伟达股价上限跟下限预期都降低了;好事是波动区间更明确了,有利于爽薅羊毛。下面具体聊聊这张单子以及对英伟达今年预期的看法,跟相应的策略。善于利用巨人的肩膀3月19日中国知名前企业家&投资人段永平发布动态称,“92.5买入英伟达了,不过要延迟一年交货。”,并附图期权交割单。分析一下这张期权交割单。首先成交时间是3月18日12点07分,老虎pc端期权异动可以查到这笔订单。这笔交割单有两个操作,第一个操作,也就是第一个Action项目,是买入10万股英伟达正股,成交价偏向卖方116.78。第二个操作项目,第二个Action,是sell to open,开仓卖出1000手2026年3月20日到期,行权价120的看涨期权 <a href=\"https://laohu8.com/OPT/NVDA%2020260320%20120.0%20CALL\">$NVDA 20260320 120.0 CALL$</a>,即:买入股票持仓价$116.78 ,持股10万手卖出 <a href=\"https://laohu8.com/OPT/NVDA%2020260320%20120.0%20CALL\">$NVDA 20260320 120.0 CALL$</a>,成交量1000手然后订单还贴心计算出一年后如果未行权需要的持仓资金,折合每股价格92.5。根据老虎pc端期权筛选器可查到 <a href=\"https://laohu8.com/OPT/NVDA%2020260320%20120.0%20CALL\">$NVDA 20260320 120.0 CALL$</a>于3月18日当日12:08分成交975手,均价24.14。不是1000因为大单会","text":"$英伟达(NVDA)$ 段永平的动态大家都看了吧?简单来说,坏消息是英伟达股价上限跟下限预期都降低了;好事是波动区间更明确了,有利于爽薅羊毛。下面具体聊聊这张单子以及对英伟达今年预期的看法,跟相应的策略。善于利用巨人的肩膀3月19日中国知名前企业家&投资人段永平发布动态称,“92.5买入英伟达了,不过要延迟一年交货。”,并附图期权交割单。分析一下这张期权交割单。首先成交时间是3月18日12点07分,老虎pc端期权异动可以查到这笔订单。这笔交割单有两个操作,第一个操作,也就是第一个Action项目,是买入10万股英伟达正股,成交价偏向卖方116.78。第二个操作项目,第二个Action,是sell to open,开仓卖出1000手2026年3月20日到期,行权价120的看涨期权 $NVDA 20260320 120.0 CALL$,即:买入股票持仓价$116.78 ,持股10万手卖出 $NVDA 20260320 120.0 CALL$,成交量1000手然后订单还贴心计算出一年后如果未行权需要的持仓资金,折合每股价格92.5。根据老虎pc端期权筛选器可查到 $NVDA 20260320 120.0 CALL$于3月18日当日12:08分成交975手,均价24.14。不是1000因为大单会","images":[{"img":"https://static.tigerbbs.com/4a2bc2c5c0cf6b2ac99d4b700df24b13","width":"1143","height":"1275"},{"img":"https://static.tigerbbs.com/a6db3ca0bcc9a6f4dc3314de4e337b62","width":"2018","height":"1524"},{"img":"https://static.tigerbbs.com/0c0039ecba679e646eb89dbb23367c67","width":"2512","height":"110"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415268047171792","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415250824400920,"gmtCreate":1742399620411,"gmtModify":1742399622474,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"段永平想做1%的仓位拿一点做nvda股东,但是又有点犹豫,觉得116还是贵了。干脆卖远期call,降低15%持仓成本,还是有点信心不足","listText":"段永平想做1%的仓位拿一点做nvda股东,但是又有点犹豫,觉得116还是贵了。干脆卖远期call,降低15%持仓成本,还是有点信心不足","text":"段永平想做1%的仓位拿一点做nvda股东,但是又有点犹豫,觉得116还是贵了。干脆卖远期call,降低15%持仓成本,还是有点信心不足","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415250824400920","repostId":"415145284796776","repostType":1,"repost":{"id":415145284796776,"gmtCreate":1742373350114,"gmtModify":1742376659188,"author":{"id":"3574123395625866","authorId":"3574123395625866","name":"狮子做趋势交易","avatar":"https://static.tigerbbs.com/af12a94316dc1d635182b0f091ca8f4a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574123395625866","authorIdStr":"3574123395625866"},"themes":[],"title":"达哥 之战","htmlText":"段永平说92.5买入达哥,一年后交货。(其实看上去现在就收货了,只是回扣要到一年以后给。) 不到一年前,美股大师Stanley Druckenmiller在80-95之间(算88好了)将达哥出清,之后达哥股价到达130多时,他一直说是他的错误。 几乎同时,另一位花街大佬David Tepper也出清全部达哥仓位,同时高喊买尽CN资产。 都是大佬,谁更厉害一些。 我前几天说,要是苹果跌不回老巴的卖出价190-200,股神名字得倒过来写。 关于达哥,我站在两位花街大佬一方,要是跌不进他们的卖出价,他们名字也得反着写。 我猜一下,搞不好达哥先得去往74,也就是缺口上沿,也就是比Druckenmiller 的卖出均价要低个15%。当然一年后啥样,不知道。 反正段永平如愿以偿收入了达哥,就算未来会亏,作为价值投资者,肯定也是件开心的事。 当然也许最后,大佬们都赢,也未尝不可能。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","listText":"段永平说92.5买入达哥,一年后交货。(其实看上去现在就收货了,只是回扣要到一年以后给。) 不到一年前,美股大师Stanley Druckenmiller在80-95之间(算88好了)将达哥出清,之后达哥股价到达130多时,他一直说是他的错误。 几乎同时,另一位花街大佬David Tepper也出清全部达哥仓位,同时高喊买尽CN资产。 都是大佬,谁更厉害一些。 我前几天说,要是苹果跌不回老巴的卖出价190-200,股神名字得倒过来写。 关于达哥,我站在两位花街大佬一方,要是跌不进他们的卖出价,他们名字也得反着写。 我猜一下,搞不好达哥先得去往74,也就是缺口上沿,也就是比Druckenmiller 的卖出均价要低个15%。当然一年后啥样,不知道。 反正段永平如愿以偿收入了达哥,就算未来会亏,作为价值投资者,肯定也是件开心的事。 当然也许最后,大佬们都赢,也未尝不可能。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"段永平说92.5买入达哥,一年后交货。(其实看上去现在就收货了,只是回扣要到一年以后给。) 不到一年前,美股大师Stanley Druckenmiller在80-95之间(算88好了)将达哥出清,之后达哥股价到达130多时,他一直说是他的错误。 几乎同时,另一位花街大佬David Tepper也出清全部达哥仓位,同时高喊买尽CN资产。 都是大佬,谁更厉害一些。 我前几天说,要是苹果跌不回老巴的卖出价190-200,股神名字得倒过来写。 关于达哥,我站在两位花街大佬一方,要是跌不进他们的卖出价,他们名字也得反着写。 我猜一下,搞不好达哥先得去往74,也就是缺口上沿,也就是比Druckenmiller 的卖出均价要低个15%。当然一年后啥样,不知道。 反正段永平如愿以偿收入了达哥,就算未来会亏,作为价值投资者,肯定也是件开心的事。 当然也许最后,大佬们都赢,也未尝不可能。 $英伟达(NVDA)$ $iShares费城交易所半导体ETF(SOXX)$ $苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415145284796776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414798328365160,"gmtCreate":1742288242405,"gmtModify":1742558839497,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250321 500.00 PUT\">$TCH.HK 20250321 500.00 PUT$ </a>,来看看我最新分享的订单!","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250321 500.00 PUT\">$TCH.HK 20250321 500.00 PUT$ </a>,来看看我最新分享的订单!","text":"我开仓了$TCH.HK 20250321 500.00 PUT$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414798328365160","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414459807023296,"gmtCreate":1742224088613,"gmtModify":1742224090167,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 英伟达有底,苹果有吗?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 英伟达有底,苹果有吗?","text":"$苹果(AAPL)$ 英伟达有底,苹果有吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/414459807023296","isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413387883922088,"gmtCreate":1741954114151,"gmtModify":1742044994107,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 530.00 CALL\">$TCH.HK 20250314 530.00 CALL$ </a>,这个自动过期了,530 没有call走","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 530.00 CALL\">$TCH.HK 20250314 530.00 CALL$ </a>,这个自动过期了,530 没有call走","text":"我平仓了$TCH.HK 20250314 530.00 CALL$ ,这个自动过期了,530 没有call走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413387883922088","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413388342014616,"gmtCreate":1741954076051,"gmtModify":1742044966216,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 510.00 PUT\">$TCH.HK 20250314 510.00 PUT$ </a>,6.0x2 暂时没有接到520下方的腾讯","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 510.00 PUT\">$TCH.HK 20250314 510.00 PUT$ </a>,6.0x2 暂时没有接到520下方的腾讯","text":"我平仓了$TCH.HK 20250314 510.00 PUT$ ,6.0x2 暂时没有接到520下方的腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413388342014616","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411828140540096,"gmtCreate":1741577176839,"gmtModify":1742052980361,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 500.00 PUT\">$TCH.HK 20250314 500.00 PUT$ </a>,来看看我最新分享的订单!","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 500.00 PUT\">$TCH.HK 20250314 500.00 PUT$ </a>,来看看我最新分享的订单!","text":"我开仓了$TCH.HK 20250314 500.00 PUT$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411828140540096","isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411112330445072,"gmtCreate":1741402903059,"gmtModify":1742051621742,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250307 500.00 PUT\">$TCH.HK 20250307 500.00 PUT$ </a>,来看看我最新分享的订单!","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250307 500.00 PUT\">$TCH.HK 20250307 500.00 PUT$ </a>,来看看我最新分享的订单!","text":"我平仓了$TCH.HK 20250307 500.00 PUT$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411112330445072","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411114652299920,"gmtCreate":1741402894811,"gmtModify":1742052980466,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我平仓了4手<a href=\"https://laohu8.com/OPT/TCH.HK 20250307 580.00 CALL\">$TCH.HK 20250307 580.00 CALL$ </a>,来看看我最新分享的订单!","listText":"我平仓了4手<a href=\"https://laohu8.com/OPT/TCH.HK 20250307 580.00 CALL\">$TCH.HK 20250307 580.00 CALL$ </a>,来看看我最新分享的订单!","text":"我平仓了4手$TCH.HK 20250307 580.00 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411114652299920","isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411113882288544,"gmtCreate":1741402887328,"gmtModify":1742052980432,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250307 520.00 PUT\">$TCH.HK 20250307 520.00 PUT$ </a>,来看看我最新分享的订单!","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250307 520.00 PUT\">$TCH.HK 20250307 520.00 PUT$ </a>,来看看我最新分享的订单!","text":"我平仓了$TCH.HK 20250307 520.00 PUT$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411113882288544","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410934791880824,"gmtCreate":1741359193154,"gmtModify":1741359194850,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 都坐稳了吗?总得底部起来一下","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 都坐稳了吗?总得底部起来一下","text":"$英伟达(NVDA)$ 都坐稳了吗?总得底部起来一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410934791880824","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410612816384032,"gmtCreate":1741275992989,"gmtModify":1741275994432,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 今天市场上单边做多,目前价格接近底部","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 今天市场上单边做多,目前价格接近底部","text":"$英伟达(NVDA)$ 今天市场上单边做多,目前价格接近底部","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410612816384032","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410486124266120,"gmtCreate":1741226015719,"gmtModify":1742052980499,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 540.00 CALL\">$TCH.HK 20250314 540.00 CALL$ </a>,后续再观察","listText":"我平仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 540.00 CALL\">$TCH.HK 20250314 540.00 CALL$ </a>,后续再观察","text":"我平仓了$TCH.HK 20250314 540.00 CALL$ ,后续再观察","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410486124266120","isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410192432005344,"gmtCreate":1741154260817,"gmtModify":1742052980397,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 540.00 CALL\">$TCH.HK 20250314 540.00 CALL$ </a>,来看看我最新分享的订单!","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 540.00 CALL\">$TCH.HK 20250314 540.00 CALL$ </a>,来看看我最新分享的订单!","text":"我开仓了$TCH.HK 20250314 540.00 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410192432005344","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"content":"卖出530 call 买入540 call,本身持有100股以上","text":"卖出530 call 买入540 call,本身持有100股以上","html":"卖出530 call 买入540 call,本身持有100股以上"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410189942120920,"gmtCreate":1741154120741,"gmtModify":1742052983931,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 530.00 CALL\">$TCH.HK 20250314 530.00 CALL$ </a>,来看看我最新分享的订单!","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20250314 530.00 CALL\">$TCH.HK 20250314 530.00 CALL$ </a>,来看看我最新分享的订单!","text":"我开仓了$TCH.HK 20250314 530.00 CALL$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/410189942120920","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106371827704990","authorId":"4106371827704990","name":"好事成双呀","avatar":"https://static.tigerbbs.com/b45fa6dc1cad449c25daa71a6f8b73f1","crmLevel":6,"crmLevelSwitch":1,"idStr":"4106371827704990","authorIdStr":"4106371827704990"},"content":"大佬 这个操作是弱看涨?","text":"大佬 这个操作是弱看涨?","html":"大佬 这个操作是弱看涨?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410151717671584,"gmtCreate":1741144393262,"gmtModify":1741144687838,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,特朗普主动给英伟达台积电解绑","listText":"我开仓了<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>,特朗普主动给英伟达台积电解绑","text":"我开仓了$英伟达(NVDA)$ ,特朗普主动给英伟达台积电解绑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410151717671584","isVote":1,"tweetType":1,"viewCount":6082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":369715988513160,"gmtCreate":1731300272348,"gmtModify":1731301649100,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"title":"为什么美联储都降了两次息了,你买的美国国债及TLT和TMF却不见涨?","htmlText":"文章于上周首发于公众号 Amazing Capital 认知不够的时候,赔钱也赔了,你却从来不去研究为什么赔?还一直赔。 美联储降的利息是什么? 2024年9月,美联储将联邦基金利率目标下调50个基点,至4.75%至5%之间,引发广泛关注。此次降息旨在应对通胀放缓和经济增速放慢。美联储通过降低借贷成本,试图刺激经济增长并维持就业市场的稳定。这一大幅降息将对各类资产的定价和投资策略产生影响,尤其可能引发未来几个月金融市场的波动。这是自通胀下降以来的首次大幅度降息,反映了美联储对经济前景的谨慎乐观态度。 首先,我们来了解一下,美联储降息具体指的是哪种利率,为什么选择了利率区间而不是一个固定的数值。 美联储的降息指的是联邦基金利率,即银行之间进行隔夜拆借时适用的利率。美联储通过调整这一利率来影响整体经济的信贷成本和流动性。采用区间而非单一利率,是为了为市场提供灵活性,让利率根据银行之间的资金供需状况自由浮动。这种做法有助于应对不同的市场条件,确保金融系统的稳定性和调控效果,更好地适应经济变化。 采取区间的另一原因是因为美联储并不直接设定联邦基金利率,而是通过公开市场操作来调节市场上的利率,所以利率会朝向目标区间,而不一定稳定在某个特定的数值。 你买的 <a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> 和 <a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$</a> 是什么? TLT和TMF底层资产为美联储发行的20年期的美国国债,这个标的与隔夜拆借利息之间没有严格的挂钩关系。 隔夜拆借利率高于5%的时候,20年期美国国债收益率也有小于4.2%的时候, 隔夜拆借利率低于4.7%的时候,20年期美国国债收益率也有大于4.","listText":"文章于上周首发于公众号 Amazing Capital 认知不够的时候,赔钱也赔了,你却从来不去研究为什么赔?还一直赔。 美联储降的利息是什么? 2024年9月,美联储将联邦基金利率目标下调50个基点,至4.75%至5%之间,引发广泛关注。此次降息旨在应对通胀放缓和经济增速放慢。美联储通过降低借贷成本,试图刺激经济增长并维持就业市场的稳定。这一大幅降息将对各类资产的定价和投资策略产生影响,尤其可能引发未来几个月金融市场的波动。这是自通胀下降以来的首次大幅度降息,反映了美联储对经济前景的谨慎乐观态度。 首先,我们来了解一下,美联储降息具体指的是哪种利率,为什么选择了利率区间而不是一个固定的数值。 美联储的降息指的是联邦基金利率,即银行之间进行隔夜拆借时适用的利率。美联储通过调整这一利率来影响整体经济的信贷成本和流动性。采用区间而非单一利率,是为了为市场提供灵活性,让利率根据银行之间的资金供需状况自由浮动。这种做法有助于应对不同的市场条件,确保金融系统的稳定性和调控效果,更好地适应经济变化。 采取区间的另一原因是因为美联储并不直接设定联邦基金利率,而是通过公开市场操作来调节市场上的利率,所以利率会朝向目标区间,而不一定稳定在某个特定的数值。 你买的 <a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> 和 <a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$</a> 是什么? TLT和TMF底层资产为美联储发行的20年期的美国国债,这个标的与隔夜拆借利息之间没有严格的挂钩关系。 隔夜拆借利率高于5%的时候,20年期美国国债收益率也有小于4.2%的时候, 隔夜拆借利率低于4.7%的时候,20年期美国国债收益率也有大于4.","text":"文章于上周首发于公众号 Amazing Capital 认知不够的时候,赔钱也赔了,你却从来不去研究为什么赔?还一直赔。 美联储降的利息是什么? 2024年9月,美联储将联邦基金利率目标下调50个基点,至4.75%至5%之间,引发广泛关注。此次降息旨在应对通胀放缓和经济增速放慢。美联储通过降低借贷成本,试图刺激经济增长并维持就业市场的稳定。这一大幅降息将对各类资产的定价和投资策略产生影响,尤其可能引发未来几个月金融市场的波动。这是自通胀下降以来的首次大幅度降息,反映了美联储对经济前景的谨慎乐观态度。 首先,我们来了解一下,美联储降息具体指的是哪种利率,为什么选择了利率区间而不是一个固定的数值。 美联储的降息指的是联邦基金利率,即银行之间进行隔夜拆借时适用的利率。美联储通过调整这一利率来影响整体经济的信贷成本和流动性。采用区间而非单一利率,是为了为市场提供灵活性,让利率根据银行之间的资金供需状况自由浮动。这种做法有助于应对不同的市场条件,确保金融系统的稳定性和调控效果,更好地适应经济变化。 采取区间的另一原因是因为美联储并不直接设定联邦基金利率,而是通过公开市场操作来调节市场上的利率,所以利率会朝向目标区间,而不一定稳定在某个特定的数值。 你买的 $20+年以上美国国债ETF-iShares(TLT)$ 和 $3倍做多20年期以上国债ETF-Direxion(TMF)$ 是什么? TLT和TMF底层资产为美联储发行的20年期的美国国债,这个标的与隔夜拆借利息之间没有严格的挂钩关系。 隔夜拆借利率高于5%的时候,20年期美国国债收益率也有小于4.2%的时候, 隔夜拆借利率低于4.7%的时候,20年期美国国债收益率也有大于4.","images":[{"img":"https://static.tigerbbs.com/a9bf98aca1d322561e00141547cbb650","width":"691","height":"314"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":18,"commentSize":10,"repostSize":59,"link":"https://laohu8.com/post/369715988513160","isVote":1,"tweetType":1,"viewCount":26330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184248405623422","authorId":"4184248405623422","name":"夏树寿司","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4184248405623422","authorIdStr":"4184248405623422"},"content":"国债是美国财政部发行,不是美联储,基本事实都搞错了","text":"国债是美国财政部发行,不是美联储,基本事实都搞错了","html":"国债是美国财政部发行,不是美联储,基本事实都搞错了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":226094069211136,"gmtCreate":1696206745913,"gmtModify":1696207638065,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"月赛第二名团队,目前开放名额招募优秀实盘高手加入!","listText":"月赛第二名团队,目前开放名额招募优秀实盘高手加入!","text":"月赛第二名团队,目前开放名额招募优秀实盘高手加入!","images":[{"img":"https://static.tigerbbs.com/7187eb45e763e83e48b34e4776375ad6","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":13,"repostSize":1,"link":"https://laohu8.com/post/226094069211136","isVote":1,"tweetType":1,"viewCount":2676,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098409976429990","authorId":"4098409976429990","name":"威武贰号","avatar":"https://static.tigerbbs.com/00ba2181fc21d6f263d5f0fee9eca125","crmLevel":8,"crmLevelSwitch":1,"idStr":"4098409976429990","authorIdStr":"4098409976429990"},"content":"还有空位可以加入吗?","text":"还有空位可以加入吗?","html":"还有空位可以加入吗?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":388156203434520,"gmtCreate":1735806686419,"gmtModify":1735807422261,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"title":"应变2025:投资瞬息万变,投资分享帮你应变","htmlText":"2025年新年伊始,大家新年快乐!感谢 <a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> 邀请,分享一下2025年做过的一些交易: 一、2024年做过哪些印象深刻的交易,请说出三个。 1.美国钢铁($X)——成功布局的并购交易 2024年初,我完成了一笔颇具代表性的交易。在2023年底,我注意到市场关于$美国钢铁(US Steel)的潜在并购传闻,并开始在30美元左右建仓,随后逐步加仓至更大比例。美国钢铁是一家传统钢铁企业,市值相对较小,市场关注度不高,但其基本面稳健且具有并购价值。2024年初,日本一家钢铁公司宣布以每股约50美元的价格收购$美国钢铁,推动股价迅速上涨至48美元以上。我抓住机会,分批减仓获利退出。这笔交易带来了接近50%的回报,验证了提前布局与对并购事件敏锐洞察的价值。 不过,后续的政治干预给交易增添了戏剧性。美国总统拜登公开反对这一收购案,且考虑到潜在的政策风险,即使明年特朗普上台,也可能延续类似的立场。未来此并购案推进的可能性较低,而美国钢铁回到历史高点的难度也较大。 2. Affirm($AFRM)——坚持信念的金融科技交易 第二笔交易发生在金融科技领域,标的是热门股票$AFRM。早在2023年关注$UPST时,我留意到Affirm这家公司,它的商业模式类似于中国的“花呗”或“月付”,为在线购物提供分期服务。尽管该股上市初期一度达到175美元的高点,但美联储持续加息对其业务模式构成了较大压力,股价遭遇严重下挫,最低跌至22美元左右。 我在48美元附近建仓后,尽管经历了股价腰斩,但基于对公司业务长期发展的信心,选择了继续持有。Affirm与亚马逊和苹果的合作进一步增强了我的判断——随着降息预期的逐步明朗,公司基本面未见明显恶化,长期仍具备潜力。2024年,小盘金融股在降息预期推动下逐","listText":"2025年新年伊始,大家新年快乐!感谢 <a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> 邀请,分享一下2025年做过的一些交易: 一、2024年做过哪些印象深刻的交易,请说出三个。 1.美国钢铁($X)——成功布局的并购交易 2024年初,我完成了一笔颇具代表性的交易。在2023年底,我注意到市场关于$美国钢铁(US Steel)的潜在并购传闻,并开始在30美元左右建仓,随后逐步加仓至更大比例。美国钢铁是一家传统钢铁企业,市值相对较小,市场关注度不高,但其基本面稳健且具有并购价值。2024年初,日本一家钢铁公司宣布以每股约50美元的价格收购$美国钢铁,推动股价迅速上涨至48美元以上。我抓住机会,分批减仓获利退出。这笔交易带来了接近50%的回报,验证了提前布局与对并购事件敏锐洞察的价值。 不过,后续的政治干预给交易增添了戏剧性。美国总统拜登公开反对这一收购案,且考虑到潜在的政策风险,即使明年特朗普上台,也可能延续类似的立场。未来此并购案推进的可能性较低,而美国钢铁回到历史高点的难度也较大。 2. Affirm($AFRM)——坚持信念的金融科技交易 第二笔交易发生在金融科技领域,标的是热门股票$AFRM。早在2023年关注$UPST时,我留意到Affirm这家公司,它的商业模式类似于中国的“花呗”或“月付”,为在线购物提供分期服务。尽管该股上市初期一度达到175美元的高点,但美联储持续加息对其业务模式构成了较大压力,股价遭遇严重下挫,最低跌至22美元左右。 我在48美元附近建仓后,尽管经历了股价腰斩,但基于对公司业务长期发展的信心,选择了继续持有。Affirm与亚马逊和苹果的合作进一步增强了我的判断——随着降息预期的逐步明朗,公司基本面未见明显恶化,长期仍具备潜力。2024年,小盘金融股在降息预期推动下逐","text":"2025年新年伊始,大家新年快乐!感谢 @小虎交易笔记 邀请,分享一下2025年做过的一些交易: 一、2024年做过哪些印象深刻的交易,请说出三个。 1.美国钢铁($X)——成功布局的并购交易 2024年初,我完成了一笔颇具代表性的交易。在2023年底,我注意到市场关于$美国钢铁(US Steel)的潜在并购传闻,并开始在30美元左右建仓,随后逐步加仓至更大比例。美国钢铁是一家传统钢铁企业,市值相对较小,市场关注度不高,但其基本面稳健且具有并购价值。2024年初,日本一家钢铁公司宣布以每股约50美元的价格收购$美国钢铁,推动股价迅速上涨至48美元以上。我抓住机会,分批减仓获利退出。这笔交易带来了接近50%的回报,验证了提前布局与对并购事件敏锐洞察的价值。 不过,后续的政治干预给交易增添了戏剧性。美国总统拜登公开反对这一收购案,且考虑到潜在的政策风险,即使明年特朗普上台,也可能延续类似的立场。未来此并购案推进的可能性较低,而美国钢铁回到历史高点的难度也较大。 2. Affirm($AFRM)——坚持信念的金融科技交易 第二笔交易发生在金融科技领域,标的是热门股票$AFRM。早在2023年关注$UPST时,我留意到Affirm这家公司,它的商业模式类似于中国的“花呗”或“月付”,为在线购物提供分期服务。尽管该股上市初期一度达到175美元的高点,但美联储持续加息对其业务模式构成了较大压力,股价遭遇严重下挫,最低跌至22美元左右。 我在48美元附近建仓后,尽管经历了股价腰斩,但基于对公司业务长期发展的信心,选择了继续持有。Affirm与亚马逊和苹果的合作进一步增强了我的判断——随着降息预期的逐步明朗,公司基本面未见明显恶化,长期仍具备潜力。2024年,小盘金融股在降息预期推动下逐","images":[{"img":"https://static.tigerbbs.com/04a94e3889fbf432b986f016ff739c2b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":5,"repostSize":11,"link":"https://laohu8.com/post/388156203434520","isVote":1,"tweetType":1,"viewCount":18784,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"1436866998000","authorId":"1436866998000","name":"Ryan.Z","avatar":"https://static.tigerbbs.com/b685c24ff84c09a83652c3c30efc50b9","crmLevel":5,"crmLevelSwitch":1,"idStr":"1436866998000","authorIdStr":"1436866998000"},"content":"大佬好会赚钱 摩拜 [Miser] [Miser] [Miser] [love you] [love you] [Heart] [Heart]","text":"大佬好会赚钱 摩拜 [Miser] [Miser] [Miser] [love you] [love you] [Heart] [Heart]","html":"大佬好会赚钱 摩拜 [Miser] [Miser] [Miser] [love you] [love you] [Heart] [Heart]"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":381389783720360,"gmtCreate":1734156845112,"gmtModify":1734520642337,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"title":"认识到错误后,为什么大部分人没法第一时间改正, $AVGO 期权爆亏的人性理解","htmlText":"周末闲聊一篇,裸卖 <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 末日205的看涨期权CALL的一点看法,请各位轻拍。第一,认识到下单方向反了(做空),多少人能立即做多,把自己暴露的风险平掉?很多人没有意识到突发事件是改变一个股票基本面的东西。很简单的案例,川普在选举获胜那天 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉的基本面就已经完全翻转,以后即使一年只卖5万辆车,特斯拉股价也不会跌了,这个就是基本面的翻转,再也没人去做空特斯拉。同样的事情发生在博通上面,我早上第一时间告知做空博通的一些人,夜盘203块左右补100股能把做空仓位平掉,很多人都抱有侥幸心理。任何时候,不要与趋势作对手盘。头都伸到铡刀上了,乞求铡刀不落下来,为什么不自己手动把铡刀撤掉?第二,博通是一个什么样的公司? 自己有没有做研究,有没有做功课,既然没有就不要觉得天上掉馅饼。很多笨蛋还在一些群里鼓吹博通开盘即暴跌,这样的就应立即拉黑。第三,单边的买期权和卖期权都不适合没有出新手村的人,这一段自己理解吧,贴几张图在下面。系统强制平仓正常做空205 call 单张亏损引用网络图片第四,需要多久才意识到错误,并且愿意立即为错误承担后果?如果想听天由命是不是不适合炒股,这个本人也没有更好的理解,正常来说每一单设置止损价是比较合理的,但是期权需要隔夜,是没办法当天止损的。炒股要做到很好应该是反人性的?最后,觉得有用的欢迎到下方去给我投一票,谢谢!<a href=\"https://laohu8.com/TW/380444971442224\" target=\"_blank\">投票开启!谁是你心中的2024年老虎社区年度人物?年度投票</a>","listText":"周末闲聊一篇,裸卖 <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> 末日205的看涨期权CALL的一点看法,请各位轻拍。第一,认识到下单方向反了(做空),多少人能立即做多,把自己暴露的风险平掉?很多人没有意识到突发事件是改变一个股票基本面的东西。很简单的案例,川普在选举获胜那天 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉的基本面就已经完全翻转,以后即使一年只卖5万辆车,特斯拉股价也不会跌了,这个就是基本面的翻转,再也没人去做空特斯拉。同样的事情发生在博通上面,我早上第一时间告知做空博通的一些人,夜盘203块左右补100股能把做空仓位平掉,很多人都抱有侥幸心理。任何时候,不要与趋势作对手盘。头都伸到铡刀上了,乞求铡刀不落下来,为什么不自己手动把铡刀撤掉?第二,博通是一个什么样的公司? 自己有没有做研究,有没有做功课,既然没有就不要觉得天上掉馅饼。很多笨蛋还在一些群里鼓吹博通开盘即暴跌,这样的就应立即拉黑。第三,单边的买期权和卖期权都不适合没有出新手村的人,这一段自己理解吧,贴几张图在下面。系统强制平仓正常做空205 call 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nicegame:科技股将掀起新一波行情!","htmlText":"各位虎友们好,本周与我们分享的用户是 <a href=\"https://laohu8.com/U/3542163055568658\">@nicegame</a> 。他热爱实盘操作,更是在老虎社区的精英实盘赛中多次问鼎实盘赛冠军,他所在的团队在9月取得第二名,而在10月和11月更是稳坐榜首[哇塞]他偏倾向于中线和长线操作,钟情于高确定性的机会,并善用sell put等期权策略。在过去的 <a href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> 收购案和 <a href=\"https://laohu8.com/S/VMW\">$威睿(VMW)$</a> 收购案中,他准确把握机会,成功盈利[财迷]。他预测,在美联储降息的预期下,2024年美股科技股,尤其是中小盘股,将迎来一波行情。此外,他最近特别关注 <a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> 股票,认为目前减肥药相关的业绩尚未充分体现,礼来有望在长期内表现出色,甚至超越一些科技股。而此时港股正处于底部,是长期投资的不错选择 <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 。各位虎友们,让我们一起聆听他的实盘操作心得分享吧[你懂的][你懂的]Q:请简单自我介绍一下职业:国内保险公司从业人员 我的昵称nicegame由来是取名字的时候也没有想很多,就觉得人生如梦一场,那就要过的轰轰烈烈,做股票也是一样,那就玩一场漂亮的游戏。目前在帝都,主要还是研究美股比较多,每天晚上会看看实盘。 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>Q:聊聊您的投资背景吧,和我们一起分享一下您的投资故事吧最开始接触到美股还是从中概股入门的,很","listText":"各位虎友们好,本周与我们分享的用户是 <a href=\"https://laohu8.com/U/3542163055568658\">@nicegame</a> 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股票,认为目前减肥药相关的业绩尚未充分体现,礼来有望在长期内表现出色,甚至超越一些科技股。而此时港股正处于底部,是长期投资的不错选择 $恒生指数(HSI)$ 。各位虎友们,让我们一起聆听他的实盘操作心得分享吧[你懂的][你懂的]Q:请简单自我介绍一下职业:国内保险公司从业人员 我的昵称nicegame由来是取名字的时候也没有想很多,就觉得人生如梦一场,那就要过的轰轰烈烈,做股票也是一样,那就玩一场漂亮的游戏。目前在帝都,主要还是研究美股比较多,每天晚上会看看实盘。 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这个可以到18.5再减","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/228997015523328","isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098409976429990","authorId":"4098409976429990","name":"威武贰号","avatar":"https://static.tigerbbs.com/00ba2181fc21d6f263d5f0fee9eca125","crmLevel":8,"crmLevelSwitch":1,"idStr":"4098409976429990","authorIdStr":"4098409976429990"},"content":"团长🐮👍","text":"团长🐮👍","html":"团长🐮👍"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":259931597783336,"gmtCreate":1704469999021,"gmtModify":1704469999884,"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"themes":[],"htmlText":"<a 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