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欢乐马_3746
2020-03-10
∴
$诺瓦瓦克斯医药(NVAX)$
欢乐马_3746
2023-07-12
✔…✔✔
欢乐马_3746
2022-10-13
$纳指三倍做多ETF(TQQQ)$
欢乐马_3746
2022-10-13
88888888
@OptionPlus:期权复盘:当下不宜做方向性选择,继续押注波动率
欢乐马_3746
2022-10-13
✔✔
@期权小班长:100亿强势看跌,然而机构在忙着买别的
欢乐马_3746
2021-12-26
这篇文章不错,转发给大家看
@StockCurry:股市暴跌普通投资者应该怎么办?
欢乐马_3746
2020-03-13
$三倍做多标普500ETF(UPRO)$
什么时候涨点
去老虎APP查看更多动态
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target=\"_blank\" href=\"https://laohu8.com/S/AMD\"></a><a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 再度下调指引,拖累了整个芯片板块。从9月以后下调业绩指引的公司越来越多,而且基本上横跨了各行各业,零售消费的Nike/星巴克/Ralph Lauren、运输快递FedEx、汽车行业的福特、还有嘉年华邮轮等。踏入10月以后,预计会有越来越多公司下调预期指引,因为他们已经看到Q3实际业绩跟市场预期的差距。当然我也看到一些投行在下调针对各公司的预期以及标普500的整体预期,可以认为是公司提前跟投行沟通进行预期管理。预期这东西是一把双刃剑。预期高,业绩好,但好的不够多,超不了预期也是废。预期底到尘埃了,业绩不好也能轻松beat预期。今天是长假最后一天,也是刺激的非农夜,来做一个复盘。非农实际上数据还可以,但是也不太重要,反正美联储将继续在11月初的会议上加息75基点的概率已经上升到90%+,非农好或者不好可以作为悲观解读。如果加息75基点板上钉,下周大概率再次强劲的CPI可能也只是佐证这个结果,明年春季的联邦利率可能会到4.5%-4.75%。9月跌的出我意料,我Sell put 的苹果和ATVI都在930到期被动行权接盘了正股,成为我目前两大重仓,其中ATVI浮亏较多有4%,但我仍为微软收购ATVI的Deal仍将成功,我打算拿着ATVI,并不断Sell covered call。苹果正股账面微亏1%,算上SP和SC的权利金收入不亏。特斯拉惊险在上周到期日没有被行权,哪知这周老马又跟Twitter上演爱恨情仇,目前持有年底到期的TSLA $200的Sell put,可能会加一手。整个9月的行情都是被美元牵着走,美元和美股的负相关性仍在持续,虽然10月初美元指数有点回落,我","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\"></a><a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 再度下调指引,拖累了整个芯片板块。从9月以后下调业绩指引的公司越来越多,而且基本上横跨了各行各业,零售消费的Nike/星巴克/Ralph Lauren、运输快递FedEx、汽车行业的福特、还有嘉年华邮轮等。踏入10月以后,预计会有越来越多公司下调预期指引,因为他们已经看到Q3实际业绩跟市场预期的差距。当然我也看到一些投行在下调针对各公司的预期以及标普500的整体预期,可以认为是公司提前跟投行沟通进行预期管理。预期这东西是一把双刃剑。预期高,业绩好,但好的不够多,超不了预期也是废。预期底到尘埃了,业绩不好也能轻松beat预期。今天是长假最后一天,也是刺激的非农夜,来做一个复盘。非农实际上数据还可以,但是也不太重要,反正美联储将继续在11月初的会议上加息75基点的概率已经上升到90%+,非农好或者不好可以作为悲观解读。如果加息75基点板上钉,下周大概率再次强劲的CPI可能也只是佐证这个结果,明年春季的联邦利率可能会到4.5%-4.75%。9月跌的出我意料,我Sell put 的苹果和ATVI都在930到期被动行权接盘了正股,成为我目前两大重仓,其中ATVI浮亏较多有4%,但我仍为微软收购ATVI的Deal仍将成功,我打算拿着ATVI,并不断Sell covered call。苹果正股账面微亏1%,算上SP和SC的权利金收入不亏。特斯拉惊险在上周到期日没有被行权,哪知这周老马又跟Twitter上演爱恨情仇,目前持有年底到期的TSLA $200的Sell put,可能会加一手。整个9月的行情都是被美元牵着走,美元和美股的负相关性仍在持续,虽然10月初美元指数有点回落,我","text":"$美国超微公司(AMD)$ 再度下调指引,拖累了整个芯片板块。从9月以后下调业绩指引的公司越来越多,而且基本上横跨了各行各业,零售消费的Nike/星巴克/Ralph Lauren、运输快递FedEx、汽车行业的福特、还有嘉年华邮轮等。踏入10月以后,预计会有越来越多公司下调预期指引,因为他们已经看到Q3实际业绩跟市场预期的差距。当然我也看到一些投行在下调针对各公司的预期以及标普500的整体预期,可以认为是公司提前跟投行沟通进行预期管理。预期这东西是一把双刃剑。预期高,业绩好,但好的不够多,超不了预期也是废。预期底到尘埃了,业绩不好也能轻松beat预期。今天是长假最后一天,也是刺激的非农夜,来做一个复盘。非农实际上数据还可以,但是也不太重要,反正美联储将继续在11月初的会议上加息75基点的概率已经上升到90%+,非农好或者不好可以作为悲观解读。如果加息75基点板上钉,下周大概率再次强劲的CPI可能也只是佐证这个结果,明年春季的联邦利率可能会到4.5%-4.75%。9月跌的出我意料,我Sell put 的苹果和ATVI都在930到期被动行权接盘了正股,成为我目前两大重仓,其中ATVI浮亏较多有4%,但我仍为微软收购ATVI的Deal仍将成功,我打算拿着ATVI,并不断Sell covered call。苹果正股账面微亏1%,算上SP和SC的权利金收入不亏。特斯拉惊险在上周到期日没有被行权,哪知这周老马又跟Twitter上演爱恨情仇,目前持有年底到期的TSLA $200的Sell put,可能会加一手。整个9月的行情都是被美元牵着走,美元和美股的负相关性仍在持续,虽然10月初美元指数有点回落,我","images":[{"img":"https://static.tigerbbs.com/fa4c3c545cb3eb40187a306e72594281","width":"2748","height":"1380"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668798870","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666262284,"gmtCreate":1665673877049,"gmtModify":1665673878299,"author":{"id":"3545868386170683","authorId":"3545868386170683","name":"欢乐马_3746","avatar":"https://static.tigerbbs.com/35f2ad2c5fdb4998bb7501ff5aaa980e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545868386170683","idStr":"3545868386170683"},"themes":[],"htmlText":"✔✔","listText":"✔✔","text":"✔✔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666262284","repostId":"666156891","repostType":1,"repost":{"id":666156891,"gmtCreate":1665498740913,"gmtModify":1665499405188,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"100亿强势看跌,然而机构在忙着买别的","htmlText":"本周还有一家公司也可以考虑做空:<a href=\"https://laohu8.com/S/FAST\">$美国快克公司(FAST)$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/FAST%2020221118%2042.5%20PUT\">$FAST 20221118 42.5 PUT$</a> 或者 <a target=\"_blank\" href=\"https://laohu8.com/OPT/FAST%2020221021%2045.0%20PUT\">$FAST 20221021 45.0 PUT$</a>工业用品及服务的分销公司,Q2受通胀和库存拖累跌6%,预计本季度可能也差不太多,股价下跌2~3块钱这样,所以大单行权价很保守。虽然本季度库存影响甚大,但对于工业品我考虑了一下,主要影响来自库存成本以及积压损耗什么的,毕竟工业零件没有换季潮流也没有保质期,可复用性强,财报不会跌太多。以上单纯来自对工业的思考性分析,看看13号会不会打脸。今天有一条新闻讲上周有个人投资机构买入了100亿的看跌期权,消息来源是一家叫sundial capital research的公司。正好应了我周末的想法,<a href=\"https://laohu8.com/TW/666099970\" target=\"_blank\">既然有人买150的VIX,为什么没有人买个股put呢?</a>我以为嫌贵,看来多虑了,不仅有人买了还买了很多。如果你们对sundial capital research这家公司感兴趣可以去他们报告网站参观一下:https://sentimentrader.com/blog这条消息数据来源是他们网站的指标之一,并没有说明买了哪些股票的put。虽然100亿看起来很多,但从cboe的put/call比来看,在整体交易的","listText":"本周还有一家公司也可以考虑做空:<a href=\"https://laohu8.com/S/FAST\">$美国快克公司(FAST)$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/FAST%2020221118%2042.5%20PUT\">$FAST 20221118 42.5 PUT$</a> 或者 <a target=\"_blank\" href=\"https://laohu8.com/OPT/FAST%2020221021%2045.0%20PUT\">$FAST 20221021 45.0 PUT$</a>工业用品及服务的分销公司,Q2受通胀和库存拖累跌6%,预计本季度可能也差不太多,股价下跌2~3块钱这样,所以大单行权价很保守。虽然本季度库存影响甚大,但对于工业品我考虑了一下,主要影响来自库存成本以及积压损耗什么的,毕竟工业零件没有换季潮流也没有保质期,可复用性强,财报不会跌太多。以上单纯来自对工业的思考性分析,看看13号会不会打脸。今天有一条新闻讲上周有个人投资机构买入了100亿的看跌期权,消息来源是一家叫sundial capital research的公司。正好应了我周末的想法,<a href=\"https://laohu8.com/TW/666099970\" target=\"_blank\">既然有人买150的VIX,为什么没有人买个股put呢?</a>我以为嫌贵,看来多虑了,不仅有人买了还买了很多。如果你们对sundial capital research这家公司感兴趣可以去他们报告网站参观一下:https://sentimentrader.com/blog这条消息数据来源是他们网站的指标之一,并没有说明买了哪些股票的put。虽然100亿看起来很多,但从cboe的put/call比来看,在整体交易的","text":"本周还有一家公司也可以考虑做空:$美国快克公司(FAST)$ $FAST 20221118 42.5 PUT$ 或者 $FAST 20221021 45.0 PUT$工业用品及服务的分销公司,Q2受通胀和库存拖累跌6%,预计本季度可能也差不太多,股价下跌2~3块钱这样,所以大单行权价很保守。虽然本季度库存影响甚大,但对于工业品我考虑了一下,主要影响来自库存成本以及积压损耗什么的,毕竟工业零件没有换季潮流也没有保质期,可复用性强,财报不会跌太多。以上单纯来自对工业的思考性分析,看看13号会不会打脸。今天有一条新闻讲上周有个人投资机构买入了100亿的看跌期权,消息来源是一家叫sundial capital research的公司。正好应了我周末的想法,既然有人买150的VIX,为什么没有人买个股put呢?我以为嫌贵,看来多虑了,不仅有人买了还买了很多。如果你们对sundial capital research这家公司感兴趣可以去他们报告网站参观一下:https://sentimentrader.com/blog这条消息数据来源是他们网站的指标之一,并没有说明买了哪些股票的put。虽然100亿看起来很多,但从cboe的put/call比来看,在整体交易的","images":[{"img":"https://static.tigerbbs.com/36f8641152cb416e4070a0b9c8d453ce","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666156891","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698524343,"gmtCreate":1640474941226,"gmtModify":1640474941226,"author":{"id":"3545868386170683","authorId":"3545868386170683","name":"欢乐马_3746","avatar":"https://static.tigerbbs.com/35f2ad2c5fdb4998bb7501ff5aaa980e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545868386170683","idStr":"3545868386170683"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698524343","repostId":"691412769","repostType":1,"repost":{"id":691412769,"gmtCreate":1640227112390,"gmtModify":1640474941603,"author":{"id":"3534325775447717","authorId":"3534325775447717","name":"StockCurry","avatar":"https://static.tigerbbs.com/f7eef9aa09efb837ae9c0226b09744f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3534325775447717","idStr":"3534325775447717"},"themes":[],"title":"股市暴跌普通投资者应该怎么办?","htmlText":"最近股市可以说是比较的动荡,一方面病毒变种崛起,另一方面美联储要加快缩减步伐,这两股恶势力联手直接造成标普从最高点下跌5%。这对于股市新手来说简直是毁灭性的,尤其是看到自己的账户在几天或几周内下跌了20%,30%,40%, 甚至是50%,应该没有一个不慌的。那么在股市大跌的时候我们除了看着自己的账户收益下降还能做些什么呢,今天我们就来研究一下。我们先来回顾一下历史上几次大的股市崩盘,看看能从中能学到什么。由于时间原因我们就看一下2000年以后的几次大的回调。2000年三月股市从最高点1552.87直接跌了50%,同时也是第一次触发熔断机质。股市经过了61个月才涨回到前高。涨到高点之后马上又跌了57%,标普直接跌到了最低点666.79. 股市经过了47个月才恢复到前高。可以看以这两次跌幅都非常大,大盘直接被腰斩,可想而知其它的股票会是什么表现。2018年出现的回调和上两次比就小很多,大盘只跌了19.8%,而且也只用了4个月就恢复了前高,最后一次就是去年的新冠疫情,大盘在2个月跌幅达到了35%,之后在5个月就涨回了前高。那我们能从以上几次大跌学到什么呢?第一:美股大跌发生的比你想像的要频繁。美股通常每11个月就有一次10%的回调,4年一次20%的回调,15-30年一次回调40%,30-50年一次回调50%。所以我们要对阶段性回调有一个心理准备,股市不可能永远的涨,适当的回调才能涨的更高。第二:不管美股跌幅多大,都会在几个月甚至几年里涨回来,而且后续还会再创新高。这是由经济的运行和人的天性所决定的。这也是巴菲特曾经说过:不要对赌美国(never bet against america)的原因。我们了解了股市历史上的崩盘,那么如果真的崩盘或大跌我们应该怎么办?这就要分成短线和长线来说。如果你是做短线的,那一定要严格止损,不要抱有幻想,如果止损以后又涨了回来,完全可以再买回来,如果抱","listText":"最近股市可以说是比较的动荡,一方面病毒变种崛起,另一方面美联储要加快缩减步伐,这两股恶势力联手直接造成标普从最高点下跌5%。这对于股市新手来说简直是毁灭性的,尤其是看到自己的账户在几天或几周内下跌了20%,30%,40%, 甚至是50%,应该没有一个不慌的。那么在股市大跌的时候我们除了看着自己的账户收益下降还能做些什么呢,今天我们就来研究一下。我们先来回顾一下历史上几次大的股市崩盘,看看能从中能学到什么。由于时间原因我们就看一下2000年以后的几次大的回调。2000年三月股市从最高点1552.87直接跌了50%,同时也是第一次触发熔断机质。股市经过了61个月才涨回到前高。涨到高点之后马上又跌了57%,标普直接跌到了最低点666.79. 股市经过了47个月才恢复到前高。可以看以这两次跌幅都非常大,大盘直接被腰斩,可想而知其它的股票会是什么表现。2018年出现的回调和上两次比就小很多,大盘只跌了19.8%,而且也只用了4个月就恢复了前高,最后一次就是去年的新冠疫情,大盘在2个月跌幅达到了35%,之后在5个月就涨回了前高。那我们能从以上几次大跌学到什么呢?第一:美股大跌发生的比你想像的要频繁。美股通常每11个月就有一次10%的回调,4年一次20%的回调,15-30年一次回调40%,30-50年一次回调50%。所以我们要对阶段性回调有一个心理准备,股市不可能永远的涨,适当的回调才能涨的更高。第二:不管美股跌幅多大,都会在几个月甚至几年里涨回来,而且后续还会再创新高。这是由经济的运行和人的天性所决定的。这也是巴菲特曾经说过:不要对赌美国(never bet against america)的原因。我们了解了股市历史上的崩盘,那么如果真的崩盘或大跌我们应该怎么办?这就要分成短线和长线来说。如果你是做短线的,那一定要严格止损,不要抱有幻想,如果止损以后又涨了回来,完全可以再买回来,如果抱","text":"最近股市可以说是比较的动荡,一方面病毒变种崛起,另一方面美联储要加快缩减步伐,这两股恶势力联手直接造成标普从最高点下跌5%。这对于股市新手来说简直是毁灭性的,尤其是看到自己的账户在几天或几周内下跌了20%,30%,40%, 甚至是50%,应该没有一个不慌的。那么在股市大跌的时候我们除了看着自己的账户收益下降还能做些什么呢,今天我们就来研究一下。我们先来回顾一下历史上几次大的股市崩盘,看看能从中能学到什么。由于时间原因我们就看一下2000年以后的几次大的回调。2000年三月股市从最高点1552.87直接跌了50%,同时也是第一次触发熔断机质。股市经过了61个月才涨回到前高。涨到高点之后马上又跌了57%,标普直接跌到了最低点666.79. 股市经过了47个月才恢复到前高。可以看以这两次跌幅都非常大,大盘直接被腰斩,可想而知其它的股票会是什么表现。2018年出现的回调和上两次比就小很多,大盘只跌了19.8%,而且也只用了4个月就恢复了前高,最后一次就是去年的新冠疫情,大盘在2个月跌幅达到了35%,之后在5个月就涨回了前高。那我们能从以上几次大跌学到什么呢?第一:美股大跌发生的比你想像的要频繁。美股通常每11个月就有一次10%的回调,4年一次20%的回调,15-30年一次回调40%,30-50年一次回调50%。所以我们要对阶段性回调有一个心理准备,股市不可能永远的涨,适当的回调才能涨的更高。第二:不管美股跌幅多大,都会在几个月甚至几年里涨回来,而且后续还会再创新高。这是由经济的运行和人的天性所决定的。这也是巴菲特曾经说过:不要对赌美国(never bet against america)的原因。我们了解了股市历史上的崩盘,那么如果真的崩盘或大跌我们应该怎么办?这就要分成短线和长线来说。如果你是做短线的,那一定要严格止损,不要抱有幻想,如果止损以后又涨了回来,完全可以再买回来,如果抱","images":[{"img":"https://static.tigerbbs.com/ce63ca881e969678d0f1f1dedf68d663","width":"900","height":"383"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691412769","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964908240,"gmtCreate":1584110641580,"gmtModify":1704353136905,"author":{"id":"3545868386170683","authorId":"3545868386170683","name":"欢乐马_3746","avatar":"https://static.tigerbbs.com/35f2ad2c5fdb4998bb7501ff5aaa980e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545868386170683","idStr":"3545868386170683"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UPRO\">$三倍做多标普500ETF(UPRO)$</a>什么时候涨点","listText":"<a href=\"https://laohu8.com/S/UPRO\">$三倍做多标普500ETF(UPRO)$</a>什么时候涨点","text":"$三倍做多标普500ETF(UPRO)$什么时候涨点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964908240","isVote":1,"tweetType":1,"viewCount":1738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981743645,"gmtCreate":1583835620487,"gmtModify":1704351167205,"author":{"id":"3545868386170683","authorId":"3545868386170683","name":"欢乐马_3746","avatar":"https://static.tigerbbs.com/35f2ad2c5fdb4998bb7501ff5aaa980e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545868386170683","idStr":"3545868386170683"},"themes":[],"htmlText":"∴<a href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>","listText":"∴<a href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>","text":"∴$诺瓦瓦克斯医药(NVAX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/981743645","isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心!如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":981743645,"gmtCreate":1583835620487,"gmtModify":1704351167205,"author":{"id":"3545868386170683","authorId":"3545868386170683","name":"欢乐马_3746","avatar":"https://static.tigerbbs.com/35f2ad2c5fdb4998bb7501ff5aaa980e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545868386170683","authorIdStr":"3545868386170683"},"themes":[],"htmlText":"∴<a 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href=\"https://laohu8.com/S/FAST\">$美国快克公司(FAST)$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/FAST%2020221118%2042.5%20PUT\">$FAST 20221118 42.5 PUT$</a> 或者 <a target=\"_blank\" href=\"https://laohu8.com/OPT/FAST%2020221021%2045.0%20PUT\">$FAST 20221021 45.0 PUT$</a>工业用品及服务的分销公司,Q2受通胀和库存拖累跌6%,预计本季度可能也差不太多,股价下跌2~3块钱这样,所以大单行权价很保守。虽然本季度库存影响甚大,但对于工业品我考虑了一下,主要影响来自库存成本以及积压损耗什么的,毕竟工业零件没有换季潮流也没有保质期,可复用性强,财报不会跌太多。以上单纯来自对工业的思考性分析,看看13号会不会打脸。今天有一条新闻讲上周有个人投资机构买入了100亿的看跌期权,消息来源是一家叫sundial capital research的公司。正好应了我周末的想法,<a href=\"https://laohu8.com/TW/666099970\" target=\"_blank\">既然有人买150的VIX,为什么没有人买个股put呢?</a>我以为嫌贵,看来多虑了,不仅有人买了还买了很多。如果你们对sundial capital research这家公司感兴趣可以去他们报告网站参观一下:https://sentimentrader.com/blog这条消息数据来源是他们网站的指标之一,并没有说明买了哪些股票的put。虽然100亿看起来很多,但从cboe的put/call比来看,在整体交易的","listText":"本周还有一家公司也可以考虑做空:<a href=\"https://laohu8.com/S/FAST\">$美国快克公司(FAST)$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/FAST%2020221118%2042.5%20PUT\">$FAST 20221118 42.5 PUT$</a> 或者 <a target=\"_blank\" href=\"https://laohu8.com/OPT/FAST%2020221021%2045.0%20PUT\">$FAST 20221021 45.0 PUT$</a>工业用品及服务的分销公司,Q2受通胀和库存拖累跌6%,预计本季度可能也差不太多,股价下跌2~3块钱这样,所以大单行权价很保守。虽然本季度库存影响甚大,但对于工业品我考虑了一下,主要影响来自库存成本以及积压损耗什么的,毕竟工业零件没有换季潮流也没有保质期,可复用性强,财报不会跌太多。以上单纯来自对工业的思考性分析,看看13号会不会打脸。今天有一条新闻讲上周有个人投资机构买入了100亿的看跌期权,消息来源是一家叫sundial capital research的公司。正好应了我周末的想法,<a href=\"https://laohu8.com/TW/666099970\" target=\"_blank\">既然有人买150的VIX,为什么没有人买个股put呢?</a>我以为嫌贵,看来多虑了,不仅有人买了还买了很多。如果你们对sundial capital research这家公司感兴趣可以去他们报告网站参观一下:https://sentimentrader.com/blog这条消息数据来源是他们网站的指标之一,并没有说明买了哪些股票的put。虽然100亿看起来很多,但从cboe的put/call比来看,在整体交易的","text":"本周还有一家公司也可以考虑做空:$美国快克公司(FAST)$ $FAST 20221118 42.5 PUT$ 或者 $FAST 20221021 45.0 PUT$工业用品及服务的分销公司,Q2受通胀和库存拖累跌6%,预计本季度可能也差不太多,股价下跌2~3块钱这样,所以大单行权价很保守。虽然本季度库存影响甚大,但对于工业品我考虑了一下,主要影响来自库存成本以及积压损耗什么的,毕竟工业零件没有换季潮流也没有保质期,可复用性强,财报不会跌太多。以上单纯来自对工业的思考性分析,看看13号会不会打脸。今天有一条新闻讲上周有个人投资机构买入了100亿的看跌期权,消息来源是一家叫sundial capital research的公司。正好应了我周末的想法,既然有人买150的VIX,为什么没有人买个股put呢?我以为嫌贵,看来多虑了,不仅有人买了还买了很多。如果你们对sundial capital research这家公司感兴趣可以去他们报告网站参观一下:https://sentimentrader.com/blog这条消息数据来源是他们网站的指标之一,并没有说明买了哪些股票的put。虽然100亿看起来很多,但从cboe的put/call比来看,在整体交易的","images":[{"img":"https://static.tigerbbs.com/36f8641152cb416e4070a0b9c8d453ce","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666156891","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698524343,"gmtCreate":1640474941226,"gmtModify":1640474941226,"author":{"id":"3545868386170683","authorId":"3545868386170683","name":"欢乐马_3746","avatar":"https://static.tigerbbs.com/35f2ad2c5fdb4998bb7501ff5aaa980e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545868386170683","authorIdStr":"3545868386170683"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698524343","repostId":"691412769","repostType":1,"repost":{"id":691412769,"gmtCreate":1640227112390,"gmtModify":1640474941603,"author":{"id":"3534325775447717","authorId":"3534325775447717","name":"StockCurry","avatar":"https://static.tigerbbs.com/f7eef9aa09efb837ae9c0226b09744f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534325775447717","authorIdStr":"3534325775447717"},"themes":[],"title":"股市暴跌普通投资者应该怎么办?","htmlText":"最近股市可以说是比较的动荡,一方面病毒变种崛起,另一方面美联储要加快缩减步伐,这两股恶势力联手直接造成标普从最高点下跌5%。这对于股市新手来说简直是毁灭性的,尤其是看到自己的账户在几天或几周内下跌了20%,30%,40%, 甚至是50%,应该没有一个不慌的。那么在股市大跌的时候我们除了看着自己的账户收益下降还能做些什么呢,今天我们就来研究一下。我们先来回顾一下历史上几次大的股市崩盘,看看能从中能学到什么。由于时间原因我们就看一下2000年以后的几次大的回调。2000年三月股市从最高点1552.87直接跌了50%,同时也是第一次触发熔断机质。股市经过了61个月才涨回到前高。涨到高点之后马上又跌了57%,标普直接跌到了最低点666.79. 股市经过了47个月才恢复到前高。可以看以这两次跌幅都非常大,大盘直接被腰斩,可想而知其它的股票会是什么表现。2018年出现的回调和上两次比就小很多,大盘只跌了19.8%,而且也只用了4个月就恢复了前高,最后一次就是去年的新冠疫情,大盘在2个月跌幅达到了35%,之后在5个月就涨回了前高。那我们能从以上几次大跌学到什么呢?第一:美股大跌发生的比你想像的要频繁。美股通常每11个月就有一次10%的回调,4年一次20%的回调,15-30年一次回调40%,30-50年一次回调50%。所以我们要对阶段性回调有一个心理准备,股市不可能永远的涨,适当的回调才能涨的更高。第二:不管美股跌幅多大,都会在几个月甚至几年里涨回来,而且后续还会再创新高。这是由经济的运行和人的天性所决定的。这也是巴菲特曾经说过:不要对赌美国(never bet against america)的原因。我们了解了股市历史上的崩盘,那么如果真的崩盘或大跌我们应该怎么办?这就要分成短线和长线来说。如果你是做短线的,那一定要严格止损,不要抱有幻想,如果止损以后又涨了回来,完全可以再买回来,如果抱","listText":"最近股市可以说是比较的动荡,一方面病毒变种崛起,另一方面美联储要加快缩减步伐,这两股恶势力联手直接造成标普从最高点下跌5%。这对于股市新手来说简直是毁灭性的,尤其是看到自己的账户在几天或几周内下跌了20%,30%,40%, 甚至是50%,应该没有一个不慌的。那么在股市大跌的时候我们除了看着自己的账户收益下降还能做些什么呢,今天我们就来研究一下。我们先来回顾一下历史上几次大的股市崩盘,看看能从中能学到什么。由于时间原因我们就看一下2000年以后的几次大的回调。2000年三月股市从最高点1552.87直接跌了50%,同时也是第一次触发熔断机质。股市经过了61个月才涨回到前高。涨到高点之后马上又跌了57%,标普直接跌到了最低点666.79. 股市经过了47个月才恢复到前高。可以看以这两次跌幅都非常大,大盘直接被腰斩,可想而知其它的股票会是什么表现。2018年出现的回调和上两次比就小很多,大盘只跌了19.8%,而且也只用了4个月就恢复了前高,最后一次就是去年的新冠疫情,大盘在2个月跌幅达到了35%,之后在5个月就涨回了前高。那我们能从以上几次大跌学到什么呢?第一:美股大跌发生的比你想像的要频繁。美股通常每11个月就有一次10%的回调,4年一次20%的回调,15-30年一次回调40%,30-50年一次回调50%。所以我们要对阶段性回调有一个心理准备,股市不可能永远的涨,适当的回调才能涨的更高。第二:不管美股跌幅多大,都会在几个月甚至几年里涨回来,而且后续还会再创新高。这是由经济的运行和人的天性所决定的。这也是巴菲特曾经说过:不要对赌美国(never bet against america)的原因。我们了解了股市历史上的崩盘,那么如果真的崩盘或大跌我们应该怎么办?这就要分成短线和长线来说。如果你是做短线的,那一定要严格止损,不要抱有幻想,如果止损以后又涨了回来,完全可以再买回来,如果抱","text":"最近股市可以说是比较的动荡,一方面病毒变种崛起,另一方面美联储要加快缩减步伐,这两股恶势力联手直接造成标普从最高点下跌5%。这对于股市新手来说简直是毁灭性的,尤其是看到自己的账户在几天或几周内下跌了20%,30%,40%, 甚至是50%,应该没有一个不慌的。那么在股市大跌的时候我们除了看着自己的账户收益下降还能做些什么呢,今天我们就来研究一下。我们先来回顾一下历史上几次大的股市崩盘,看看能从中能学到什么。由于时间原因我们就看一下2000年以后的几次大的回调。2000年三月股市从最高点1552.87直接跌了50%,同时也是第一次触发熔断机质。股市经过了61个月才涨回到前高。涨到高点之后马上又跌了57%,标普直接跌到了最低点666.79. 股市经过了47个月才恢复到前高。可以看以这两次跌幅都非常大,大盘直接被腰斩,可想而知其它的股票会是什么表现。2018年出现的回调和上两次比就小很多,大盘只跌了19.8%,而且也只用了4个月就恢复了前高,最后一次就是去年的新冠疫情,大盘在2个月跌幅达到了35%,之后在5个月就涨回了前高。那我们能从以上几次大跌学到什么呢?第一:美股大跌发生的比你想像的要频繁。美股通常每11个月就有一次10%的回调,4年一次20%的回调,15-30年一次回调40%,30-50年一次回调50%。所以我们要对阶段性回调有一个心理准备,股市不可能永远的涨,适当的回调才能涨的更高。第二:不管美股跌幅多大,都会在几个月甚至几年里涨回来,而且后续还会再创新高。这是由经济的运行和人的天性所决定的。这也是巴菲特曾经说过:不要对赌美国(never bet against america)的原因。我们了解了股市历史上的崩盘,那么如果真的崩盘或大跌我们应该怎么办?这就要分成短线和长线来说。如果你是做短线的,那一定要严格止损,不要抱有幻想,如果止损以后又涨了回来,完全可以再买回来,如果抱","images":[{"img":"https://static.tigerbbs.com/ce63ca881e969678d0f1f1dedf68d663","width":"900","height":"383"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691412769","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964908240,"gmtCreate":1584110641580,"gmtModify":1704353136905,"author":{"id":"3545868386170683","authorId":"3545868386170683","name":"欢乐马_3746","avatar":"https://static.tigerbbs.com/35f2ad2c5fdb4998bb7501ff5aaa980e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545868386170683","authorIdStr":"3545868386170683"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UPRO\">$三倍做多标普500ETF(UPRO)$</a>什么时候涨点","listText":"<a href=\"https://laohu8.com/S/UPRO\">$三倍做多标普500ETF(UPRO)$</a>什么时候涨点","text":"$三倍做多标普500ETF(UPRO)$什么时候涨点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964908240","isVote":1,"tweetType":1,"viewCount":1738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}