上方山车神的个人主页 - 老虎社区

上方山车神

上方山车神

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IP属地：江苏

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上方山车神

2021-06-23

$拼多多(PDD)$$蔚来(NIO)$$老虎证券(TIGR)$为啥今天中概股普涨前几天又普跌这个是有什么依据吗还是无理由的波动

上方山车神

2021-06-04

$黑莓(BB)$现在还不买？等下就没机会了

上方山车神

2021-06-24

$黑莓(BB)$伟大的公司！！apes keep holding plz

上方山车神

2021-05-27

$Vertex Energy Inc.(VTNR)$现在是个啥情况吖$Vertex Energy Inc.(VTNR)$ 在压盘吗

上方山车神

2021-03-16

为啥会熔断没搞懂

香橼发表报告做多荔枝，给予目标价30美元

上方山车神

2021-09-01

$蔚来(NIO)$这股价真坚挺啊一会儿就上来了

上方山车神

2021-07-22

$法拉第未来(FFIE)$我想知道这个spac在并购之前那么低的市值，哪来的钱实现收购的。增发吗？还有之前在二级市场买了spac的人手里的股票现在会被稀释吗？求大神解答

上方山车神

2021-11-18

$嘉楠科技(CAN)$想想也挺好玩的业绩如此爆表看看市盈率毛利率结果才这点市值

上方山车神

2021-06-07

$Iterum Therapeutics Plc(ITRM)$可以长期持有的好股票

上方山车神

2021-07-23

$GTT Communications, Inc.(GTTN)$老板能出来说句话吗？为啥不发财报

上方山车神

2021-06-23

为啥涨？为什么中概股前几天跌今天普涨

抱歉，原内容已删除

上方山车神

2021-08-16

$蔚来(NIO)$赶紧抄底兄弟们

上方山车神

2021-08-13

$维珍银河(SPCE)$垃圾公司垃圾股票

上方山车神

2021-05-29

$Iterum Therapeutics Plc(ITRM)$庄家吃好午饭了要准备起飞了[看涨] [看涨] [看涨]

上方山车神

2021-05-28

$Iterum Therapeutics Plc(ITRM)$前几天几倍的交易量价格上不去？

上方山车神

2020-08-02

这篇文章不错，转发给大家看看

@胖虎哒哒:【转】当00后开始炒股，17岁的梦想是成为股神

上方山车神

2021-11-27

$Farfetch Ltd(FTCH)$利润比营收还高，靠啥赚钱的？？

上方山车神

2022-08-03

战神

@胖虎哒哒:【转】“国会山股神”佩洛西：收益超过巴菲特，投资天才还是内幕交易？

上方山车神

2022-07-30

学习

@OptionS:期权(10): 为什么Tesla是好的sell put标的？

上方山车神

2022-07-21

先转着……

抱歉，原内容已删除

去老虎APP查看更多动态

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Shaw、“量化投资之父”Jim Simons等一","listText":"美众议院议长佩洛西最近非议多多，佩洛西丈夫涉嫌股票内幕交易被批，他曾在美国芯片法案出炉前，突击买入半导体公司英伟达的股票。海外网援引据路透社27日报道，迫于舆论压力，佩洛西丈夫在芯片法案通过前几天，抛售了所持英伟达股票，亏损超34万美元。根据佩洛西办公室27日发布的文件，丈夫保罗·佩洛西以亏损形式出售了2.5万股英伟达股票，最终亏损了341365美元。这一决定是为避免更多有关佩洛西夫妇投资的“错误信息”。美国参议院27日投票通过芯片法案，其中包括为美国半导体制造业提供520亿美元补贴和激励措施。预计该法案将于本星期晚些时候在众议院表决通过，然后提交总统签署。佩洛西丈夫曾于6月17日购入2万股英伟达股票。考虑到佩洛西的特殊身份，舆论质疑保罗可能接触到关于立法的内幕信息。这不是佩洛西一家第一次购买大量股票，甚至如果你看看保罗·佩洛西的辉煌战绩你会发现，他的投资去年回报率高达56%，甚至超过股神巴菲特！也正因为此，保罗·佩洛西被誉为“国会山股神”。可这究竟是高超的投资本领还是“先天的选股优势”？不少美国散户们都开始质疑佩洛西一家背后藏有内幕交易，甚至将套用他投资组合的产品直接命名为“内幕投资组合”。3年投资组合增长96%！资产超2.15亿美元！南希·佩洛西，今年82岁，2007至2011年担任美国众议院议长，2019年起再次担任，是美国历史上第一位众议院女议长，也被称为美国政坛权力最大的女人。她的丈夫保罗·佩洛西，经常进行大量股票交易。除了炒股外，82岁的保罗还是一位商人，拥有并经营一家总部位于旧金山的房地产与风险投资咨询公司。据OpenSecrets统计，2021年，佩洛西一家的投资回报率在所有议员中位居第二名，高达56.15%，超过了美国顶级的对冲基金经理，甚至远超“股神”巴菲特（回报率26%）、华尔街“精算之王”David Shaw、“量化投资之父”Jim Simons等一","text":"美众议院议长佩洛西最近非议多多，佩洛西丈夫涉嫌股票内幕交易被批，他曾在美国芯片法案出炉前，突击买入半导体公司英伟达的股票。海外网援引据路透社27日报道，迫于舆论压力，佩洛西丈夫在芯片法案通过前几天，抛售了所持英伟达股票，亏损超34万美元。根据佩洛西办公室27日发布的文件，丈夫保罗·佩洛西以亏损形式出售了2.5万股英伟达股票，最终亏损了341365美元。这一决定是为避免更多有关佩洛西夫妇投资的“错误信息”。美国参议院27日投票通过芯片法案，其中包括为美国半导体制造业提供520亿美元补贴和激励措施。预计该法案将于本星期晚些时候在众议院表决通过，然后提交总统签署。佩洛西丈夫曾于6月17日购入2万股英伟达股票。考虑到佩洛西的特殊身份，舆论质疑保罗可能接触到关于立法的内幕信息。这不是佩洛西一家第一次购买大量股票，甚至如果你看看保罗·佩洛西的辉煌战绩你会发现，他的投资去年回报率高达56%，甚至超过股神巴菲特！也正因为此，保罗·佩洛西被誉为“国会山股神”。可这究竟是高超的投资本领还是“先天的选股优势”？不少美国散户们都开始质疑佩洛西一家背后藏有内幕交易，甚至将套用他投资组合的产品直接命名为“内幕投资组合”。3年投资组合增长96%！资产超2.15亿美元！南希·佩洛西，今年82岁，2007至2011年担任美国众议院议长，2019年起再次担任，是美国历史上第一位众议院女议长，也被称为美国政坛权力最大的女人。她的丈夫保罗·佩洛西，经常进行大量股票交易。除了炒股外，82岁的保罗还是一位商人，拥有并经营一家总部位于旧金山的房地产与风险投资咨询公司。据OpenSecrets统计，2021年，佩洛西一家的投资回报率在所有议员中位居第二名，高达56.15%，超过了美国顶级的对冲基金经理，甚至远超“股神”巴菲特（回报率26%）、华尔街“精算之王”David Shaw、“量化投资之父”Jim 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为什么Tesla是好的sell put标的？","htmlText":"前面介绍了一个sell put港股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;：<a href=\"https://www.laohu8.com/post/686587691\" target=\"_blank\">期权感悟 (5) : 典型案例：美团&nbsp;</a>。今天聊一个美股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，这是过去一年多相关部分操作截图（持仓页-分析）:tesla 期权操作从Tsla过去一年走势来看 500多-1200多-620-800。tesla走势sell cs puts策略介绍见：<a href=\"https://www.laohu8.com/post/682180308\" target=\"_blank\">期权感悟(8)：SCSP（sell cs puts）策略优点&nbsp;</a>。从两张图可以看出来，sell put策略提供了不错的安全边际，即使1200多到620这波暴跌，也是赚钱的。体现了策略优点：容错性。那为什么Tesla是很好的sell put标的？1、时代趋势新能源汽车替代传统汽车，是个大势所趋。大的赛道背景是向上的，非常重要。2、存在基础价值/估值对于sell put策略期权玩家来说，并不是那么关心tesla的多空分歧，也就是tesla到底未来是几万亿美金的公司，还是从现在回归到500块，没有那么重要（这是buy call/put的期权玩家非常在乎的）。sp玩家关心的是 暴跌得有个底线，这个标的得有个基础价值/估值。不能接盘正股后，跌没了。即使新能源赛道竞争非常激烈，Tesla的财务数据表现在这里：个股页-公司-利润","listText":"前面介绍了一个sell put港股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;：<a href=\"https://www.laohu8.com/post/686587691\" target=\"_blank\">期权感悟 (5) : 典型案例：美团&nbsp;</a>。今天聊一个美股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，这是过去一年多相关部分操作截图（持仓页-分析）:tesla 期权操作从Tsla过去一年走势来看 500多-1200多-620-800。tesla走势sell cs puts策略介绍见：<a href=\"https://www.laohu8.com/post/682180308\" target=\"_blank\">期权感悟(8)：SCSP（sell cs puts）策略优点&nbsp;</a>。从两张图可以看出来，sell put策略提供了不错的安全边际，即使1200多到620这波暴跌，也是赚钱的。体现了策略优点：容错性。那为什么Tesla是很好的sell put标的？1、时代趋势新能源汽车替代传统汽车，是个大势所趋。大的赛道背景是向上的，非常重要。2、存在基础价值/估值对于sell put策略期权玩家来说，并不是那么关心tesla的多空分歧，也就是tesla到底未来是几万亿美金的公司，还是从现在回归到500块，没有那么重要（这是buy call/put的期权玩家非常在乎的）。sp玩家关心的是 暴跌得有个底线，这个标的得有个基础价值/估值。不能接盘正股后，跌没了。即使新能源赛道竞争非常激烈，Tesla的财务数据表现在这里：个股页-公司-利润","text":"前面介绍了一个sell put港股案例：$美团-W(03690)$ ：期权感悟 (5) : 典型案例：美团 。今天聊一个美股案例：$特斯拉(TSLA)$ ，这是过去一年多相关部分操作截图（持仓页-分析）:tesla 期权操作从Tsla过去一年走势来看 500多-1200多-620-800。tesla走势sell cs puts策略介绍见：期权感悟(8)：SCSP（sell cs puts）策略优点 。从两张图可以看出来，sell put策略提供了不错的安全边际，即使1200多到620这波暴跌，也是赚钱的。体现了策略优点：容错性。那为什么Tesla是很好的sell put标的？1、时代趋势新能源汽车替代传统汽车，是个大势所趋。大的赛道背景是向上的，非常重要。2、存在基础价值/估值对于sell put策略期权玩家来说，并不是那么关心tesla的多空分歧，也就是tesla到底未来是几万亿美金的公司，还是从现在回归到500块，没有那么重要（这是buy call/put的期权玩家非常在乎的）。sp玩家关心的是 暴跌得有个底线，这个标的得有个基础价值/估值。不能接盘正股后，跌没了。即使新能源赛道竞争非常激烈，Tesla的财务数据表现在这里：个股页-公司-利润","images":[{"img":"https://static.tigerbbs.com/6b25005a2c784cb5bed036f4aea30cff","width":"632","height":"285"},{"img":"https://static.tigerbbs.com/f53e360b3813fc25f6468a5956cbf47e","width":"632","height":"177"},{"img":"https://static.tigerbbs.com/9b85d00a7c555d9ea685a1fafd177367","width":"632","height":"1406"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682657768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686228648,"gmtCreate":1658366236289,"gmtModify":1704869723433,"author":{"id":"3547510872465647","authorId":"3547510872465647","name":"上方山车神","avatar":"https://static.tigerbbs.com/b8ea17e7946ae2184168a483aaed1dcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547510872465647","idStr":"3547510872465647"},"themes":[],"htmlText":"先转着……","listText":"先转着……","text":"先转着……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686228648","repostId":"1130997965","repostType":2,"repost":{"id":"1130997965","pubTimestamp":1658223819,"share":"https://www.laohu8.com/m/news/1130997965?lang=&edition=full","pubTime":"2022-07-19 17:43","market":"us","language":"en","title":"The Big Tech Apples May Have Further to Fall?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130997965","media":"Bloomberg","summary":"Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple I","content":"<html><head></head><body><p><b>Apple of the Market’s Eye</b></p><p>There’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the company’s plans to slow hiring and spending to cope with a potential economic downturn. The news, shortly after midday, sparked an immediate tumble.</p><p><img src=\"https://static.tigerbbs.com/75e8cba754cf5ef5d07c43411b24f33f\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>Until now, shares of the iPhone-maker had fallen roughly 17% for the year, in step with the broader market rout. The announcement undercut the market, with other big “FANG” internet platforms such as Alphabet Inc. and Microsoft Corp. also falling. The tech stalwart had been among the companies that beat Wall Street expectations throughout the pandemic, and had come to be seen as a defensive stock, so any negative news was bound to hurt sentiment across the market.</p><p>The development was particularly unwelcome as it came just as the tech sector appeared ready to rally. The Nasdaq 100, down 27% for the year so far, had briefly managed to get above its 50-day moving average on Monday, suggesting that the relentless downward trend was over — but the index failed to stay there, thanks in large part to Apple.</p><p><img src=\"https://static.tigerbbs.com/c8865f39c565e2fe056f4ea9e05bc0eb\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>There have been hopes that valuation is at last looking favorable for the tech sector once more — although this gets a little harder to sustain on closer examination. The spread between the prospective earnings multiples of the S&amp;P 500 Information Technology Sector and the benchmark S&amp;P 500 started this year at the highest it had been since 2004. A “healthy correction” was in order, and what looks like some seriously unhealthy speculative excess has now been wrung out of the market. However, it’s worth noting that from the Great Financial Crisis through to about 2018, tech basically traded at the same multiple as the rest of the market. Tech’s premium could easily fall further from here:</p><p><img src=\"https://static.tigerbbs.com/4127afed9347713bf291fc04a27c4584\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>There is a similar message from the tech index’s P/E ratio judged in its own right. It has slipped to 20.6 on Monday, having peaked above 30 in the first year of the pandemic. But 20 appears to be the level at which it hit a plateau in 2017 and 2018 — again while it looks like the excess has been blown off thetop, there’s no particular reason to think that the multiple can rebound.</p><p><img src=\"https://static.tigerbbs.com/f5c45ff60e2c3fba21870e2132590fb0\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\"/></p><p>Investors will get more clarity this week when more tech heavyweights report earnings following mixed results from major banks. Netflix Inc., savagely punished for disappointing results so far this year, will kick off the FANG stocks Tuesday evening. This is the season for all companies to get bad news off their chests, so the chances of a durable rebound should be much stronger once investors believe they know the worst.</p><p>Nicholas Colas, co-founder of DataTrek Research, would “prefer to get bullish” on US large-cap tech once he sees second-quarter earnings season, which will include third-quarter guidance. This, even as Wall Street’s forecast still remains relatively optimistic. “Even still, the return math says the Nasdaq is pretty washed out here on a relative basis,” he said.</p><blockquote><ul><li><i>While the surge in US tech stocks just after the March 2020 stock market lows was statistically remarkable, it was nothing like the dot com bubble. The peak in post-Pandemic Crisis NASDAQ outperformance was 21 points in August 2020. That is just over two standard deviations (18.4 points, as calculated above). By contrast, the 2000 dot com bubble saw the NASDAQ outperform the S&amp;P 500 by 77 points, which is nine standard deviations.</i></li></ul><ul><li><i>The NASDAQ rarely underperforms the S&amp;P 500 by much more than 6.8 points over 100 days, which is one standard deviation from the relative return mean... It exceeded those levels in late May 2022, at 11 points of relative underperformance.</i></li></ul><ul><li><i>The NASDAQ has underperformed the S&amp;P 500 by 4.3 points over the last 100 days, well within one standard deviation.</i></li></ul></blockquote><p>All of this suggests that the sector could have further to fall if the news is bad. Still, if earnings of tech companies prove profitable, or traders can be convinced that the worst news is known, it may solidify its status as the new defensive play, at least for now.</p><p>Colas is not alone in suggesting that the conditions for a bottom are not in place, despite the recent signs of life in the tech sector. Tom Essaye, a former Merrill Lynch trader who founded The Sevens Report, continues to suggest that some broader macro landmarks need to be passed before the market can make a durable bottom. His list is as follows:</p><blockquote><i>1. Chinese Lockdowns Ease and Growth Recovers — The Chinese economy has largely reopened, but this week’s shutdown in Macau and mass testing in Shanghai and other regions show that “Zero COVID” remains partially in effect and as a result, the threat of lockdowns will continue to weigh on Chinese stocks and the outlook for the global economy.</i></blockquote><blockquote><i>2. Inflation Peaks and Declines and the Fed Eases Off the Hawkish Rhetoric — Obviously we’re not close on this yet. The June CPI printed above 9% and it’s essentially a “toss up” as to whether we get a 75bps hike or a 100bps hike.</i></blockquote><blockquote><i>3. Geopolitical Tensions Decline — Certain commodities like wheat and corn have declined to pre-collision levels, as markets are hopeful that grain shipments from Ukraine will start again soon. But energy commodities, despite large drops, remain above pre-invasion levels (oil and natural gas). Additionally, the drops have been driven by fears of a global recession crimping demand and lack of export capacity in the US (for natural gas), not on some geopolitical improvement.</i></blockquote><p>Until these macroeconomic factors are resolved, and it could take a while, Essaye does not think the June low in equities is the bottom, while the market remains vulnerable to any disappointments. Apple delivered just such a disappointment on Monday; now the question is whether further ones lie ahead.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Big Tech Apples May Have Further to Fall?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Big Tech Apples May Have Further to Fall?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 17:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/opinion/articles/2022-07-19/apple-s-thud-suggests-big-tech-s-pandemic-era-premiums-could-fall-further?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130997965","content_text":"Apple of the Market’s EyeThere’s no doubt what Monday’s biggest market news was in New York. Apple Inc. stock fell more than 2% in its worst session in almost three weeks after Bloomberg revealed the company’s plans to slow hiring and spending to cope with a potential economic downturn. The news, shortly after midday, sparked an immediate tumble.Until now, shares of the iPhone-maker had fallen roughly 17% for the year, in step with the broader market rout. The announcement undercut the market, with other big “FANG” internet platforms such as Alphabet Inc. and Microsoft Corp. also falling. The tech stalwart had been among the companies that beat Wall Street expectations throughout the pandemic, and had come to be seen as a defensive stock, so any negative news was bound to hurt sentiment across the market.The development was particularly unwelcome as it came just as the tech sector appeared ready to rally. The Nasdaq 100, down 27% for the year so far, had briefly managed to get above its 50-day moving average on Monday, suggesting that the relentless downward trend was over — but the index failed to stay there, thanks in large part to Apple.There have been hopes that valuation is at last looking favorable for the tech sector once more — although this gets a little harder to sustain on closer examination. The spread between the prospective earnings multiples of the S&P 500 Information Technology Sector and the benchmark S&P 500 started this year at the highest it had been since 2004. A “healthy correction” was in order, and what looks like some seriously unhealthy speculative excess has now been wrung out of the market. However, it’s worth noting that from the Great Financial Crisis through to about 2018, tech basically traded at the same multiple as the rest of the market. Tech’s premium could easily fall further from here:There is a similar message from the tech index’s P/E ratio judged in its own right. It has slipped to 20.6 on Monday, having peaked above 30 in the first year of the pandemic. But 20 appears to be the level at which it hit a plateau in 2017 and 2018 — again while it looks like the excess has been blown off thetop, there’s no particular reason to think that the multiple can rebound.Investors will get more clarity this week when more tech heavyweights report earnings following mixed results from major banks. Netflix Inc., savagely punished for disappointing results so far this year, will kick off the FANG stocks Tuesday evening. This is the season for all companies to get bad news off their chests, so the chances of a durable rebound should be much stronger once investors believe they know the worst.Nicholas Colas, co-founder of DataTrek Research, would “prefer to get bullish” on US large-cap tech once he sees second-quarter earnings season, which will include third-quarter guidance. This, even as Wall Street’s forecast still remains relatively optimistic. “Even still, the return math says the Nasdaq is pretty washed out here on a relative basis,” he said.While the surge in US tech stocks just after the March 2020 stock market lows was statistically remarkable, it was nothing like the dot com bubble. The peak in post-Pandemic Crisis NASDAQ outperformance was 21 points in August 2020. That is just over two standard deviations (18.4 points, as calculated above). By contrast, the 2000 dot com bubble saw the NASDAQ outperform the S&P 500 by 77 points, which is nine standard deviations.The NASDAQ rarely underperforms the S&P 500 by much more than 6.8 points over 100 days, which is one standard deviation from the relative return mean... It exceeded those levels in late May 2022, at 11 points of relative underperformance.The NASDAQ has underperformed the S&P 500 by 4.3 points over the last 100 days, well within one standard deviation.All of this suggests that the sector could have further to fall if the news is bad. Still, if earnings of tech companies prove profitable, or traders can be convinced that the worst news is known, it may solidify its status as the new defensive play, at least for now.Colas is not alone in suggesting that the conditions for a bottom are not in place, despite the recent signs of life in the tech sector. Tom Essaye, a former Merrill Lynch trader who founded The Sevens Report, continues to suggest that some broader macro landmarks need to be passed before the market can make a durable bottom. His list is as follows:1. Chinese Lockdowns Ease and Growth Recovers — The Chinese economy has largely reopened, but this week’s shutdown in Macau and mass testing in Shanghai and other regions show that “Zero COVID” remains partially in effect and as a result, the threat of lockdowns will continue to weigh on Chinese stocks and the outlook for the global economy.2. Inflation Peaks and Declines and the Fed Eases Off the Hawkish Rhetoric — Obviously we’re not close on this yet. The June CPI printed above 9% and it’s essentially a “toss up” as to whether we get a 75bps hike or a 100bps hike.3. Geopolitical Tensions Decline — Certain commodities like wheat and corn have declined to pre-collision levels, as markets are hopeful that grain shipments from Ukraine will start again soon. But energy commodities, despite large drops, remain above pre-invasion levels (oil and natural gas). Additionally, the drops have been driven by fears of a global recession crimping demand and lack of export capacity in the US (for natural gas), not on some geopolitical improvement.Until these macroeconomic factors are resolved, and it could take a while, Essaye does not think the June low in equities is the bottom, while the market remains vulnerable to any disappointments. Apple delivered just such a disappointment on Monday; now the question is whether further ones lie ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686826889,"gmtCreate":1658243210945,"gmtModify":1704869375429,"author":{"id":"3547510872465647","authorId":"3547510872465647","name":"上方山车神","avatar":"https://static.tigerbbs.com/b8ea17e7946ae2184168a483aaed1dcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547510872465647","idStr":"3547510872465647"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686826889","repostId":"686324269","repostType":1,"repost":{"id":686324269,"gmtCreate":1658140438235,"gmtModify":1704869033920,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"用期权玩转财报季（8）：巧用瑞银推荐的有限看涨策略Call Spread","htmlText":"财报季进入最具看点的两周，UBS瑞银的衍生品部门竟然介绍客户在这个财报季开始时候做Call Spreads。瑞幸的衍生品部分主管Stuart Kaiser说，预计进入财报季后期权的波动率会提升，导致巨无霸的期权变得很贵。但对于一些公司，看涨期权或者看涨价差仍然具备很强吸引力，比如，苹果、<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 和Meta，因为这些股票今年以来已经跌了很多，其中唯一跑赢标普500的是苹果，但今年以来仍累计跌幅15%。过去两个财报季，我都推荐大家做跨式期权，这是特别适应于做波动的策略：<a href=\"https://laohu8.com/TW/633536939\" target=\"_blank\">如何用期权玩转财报季：连高盛都推荐跨式期权了！</a><a href=\"https://laohu8.com/TW/613119479\" target=\"_blank\">最适合这个财报季的期权策略又是它？</a>今天想介绍一下UBS这个Call Spread。大家都知道Call 看涨期权是下注单个标的能够涨或者涨到执行价格，比如买入7月29日到期的苹果155的CALL，意思是在7月29日前看涨苹果股价，如果在到期时候苹果股价能高于155美元就会被行权买入正股。Sell Call，是卖出一个看涨期权，意味着不认为股价会涨到执行价格。比如，卖出7月29日到期的苹果155的Call，意思是是认为苹果股价到期之前不会涨到155美元，赚取了这个Call的权利金。如果到期股价涨到了，则会被动以执行价格做空苹果正股。那么Bull Call Spread，则是买入一个看涨期权Call，然后再卖出一个到期日相同到更高执","listText":"财报季进入最具看点的两周，UBS瑞银的衍生品部门竟然介绍客户在这个财报季开始时候做Call Spreads。瑞幸的衍生品部分主管Stuart Kaiser说，预计进入财报季后期权的波动率会提升，导致巨无霸的期权变得很贵。但对于一些公司，看涨期权或者看涨价差仍然具备很强吸引力，比如，苹果、<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 和Meta，因为这些股票今年以来已经跌了很多，其中唯一跑赢标普500的是苹果，但今年以来仍累计跌幅15%。过去两个财报季，我都推荐大家做跨式期权，这是特别适应于做波动的策略：<a href=\"https://laohu8.com/TW/633536939\" target=\"_blank\">如何用期权玩转财报季：连高盛都推荐跨式期权了！</a><a href=\"https://laohu8.com/TW/613119479\" target=\"_blank\">最适合这个财报季的期权策略又是它？</a>今天想介绍一下UBS这个Call Spread。大家都知道Call 看涨期权是下注单个标的能够涨或者涨到执行价格，比如买入7月29日到期的苹果155的CALL，意思是在7月29日前看涨苹果股价，如果在到期时候苹果股价能高于155美元就会被行权买入正股。Sell Call，是卖出一个看涨期权，意味着不认为股价会涨到执行价格。比如，卖出7月29日到期的苹果155的Call，意思是是认为苹果股价到期之前不会涨到155美元，赚取了这个Call的权利金。如果到期股价涨到了，则会被动以执行价格做空苹果正股。那么Bull Call Spread，则是买入一个看涨期权Call，然后再卖出一个到期日相同到更高执","text":"财报季进入最具看点的两周，UBS瑞银的衍生品部门竟然介绍客户在这个财报季开始时候做Call Spreads。瑞幸的衍生品部分主管Stuart Kaiser说，预计进入财报季后期权的波动率会提升，导致巨无霸的期权变得很贵。但对于一些公司，看涨期权或者看涨价差仍然具备很强吸引力，比如，苹果、$亚马逊(AMZN)$ 、$特斯拉(TSLA)$ 和Meta，因为这些股票今年以来已经跌了很多，其中唯一跑赢标普500的是苹果，但今年以来仍累计跌幅15%。过去两个财报季，我都推荐大家做跨式期权，这是特别适应于做波动的策略：如何用期权玩转财报季：连高盛都推荐跨式期权了！最适合这个财报季的期权策略又是它？今天想介绍一下UBS这个Call Spread。大家都知道Call 看涨期权是下注单个标的能够涨或者涨到执行价格，比如买入7月29日到期的苹果155的CALL，意思是在7月29日前看涨苹果股价，如果在到期时候苹果股价能高于155美元就会被行权买入正股。Sell Call，是卖出一个看涨期权，意味着不认为股价会涨到执行价格。比如，卖出7月29日到期的苹果155的Call，意思是是认为苹果股价到期之前不会涨到155美元，赚取了这个Call的权利金。如果到期股价涨到了，则会被动以执行价格做空苹果正股。那么Bull Call Spread，则是买入一个看涨期权Call，然后再卖出一个到期日相同到更高执","images":[{"img":"https://static.tigerbbs.com/4fe5a302e774827d359550540209cd6d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686324269","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635517077,"gmtCreate":1647075793507,"gmtModify":1647075793507,"author":{"id":"3547510872465647","authorId":"3547510872465647","name":"上方山车神","avatar":"https://static.tigerbbs.com/b8ea17e7946ae2184168a483aaed1dcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547510872465647","idStr":"3547510872465647"},"themes":[],"htmlText":"收藏一下","listText":"收藏一下","text":"收藏一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635517077","repostId":"635387473","repostType":1,"repost":{"id":635387473,"gmtCreate":1646837763792,"gmtModify":1646891336399,"author":{"id":"3573265366882285","authorId":"3573265366882285","name":"guayang","avatar":"https://static.tigerbbs.com/d7498272f404c000c24fb8b9c4b834b4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265366882285","idStr":"3573265366882285"},"themes":[],"htmlText":"每次美国加息前都会用同样的手段，这次也不例外。加息是为了收割全世界，如果让美元汇率？美国之外不安全才能逼着美元回流，所以有了俄乌战争美国一再表示，只摇旗呐喊绝不出场。因为国内本土安全才能让乌克兰的富豪前100名有96个出逃美国，其中4个在监狱里没出来，欧洲的富豪跑到美国，欧洲跟着美国冻结俄罗斯富豪的资产。钱大量的流向美国！欧洲就是一个傻孩子，帮美国一起制裁，结果便宜的俄罗斯石油禁止交易，国际市场原油大涨，美国作为原油第一大国又加价卖给了欧洲，欧洲的通胀也在不停的上涨，德国已经达到了6%，通胀输出国外，美国的就业人口也出奇的答复上涨，所以美联储的两大目标：就业和通胀一并解决了！所以下周加息会低于以前市场预期的0.5-1%，肯有可能会是0.25%，这时候市场将一会欢呼，各国的市场也会扭转颓势，转而向上。美国自己解决了国内的问题，就给世界一地鸡毛，欧洲就是冤大头，新兴市场由于美元回流，国内股市将会大幅下跌！美国大叔回头说\"I WILL BE BACK\"，然后头也不回。等市场跌透的时候，这时候你会发现美国带着资金又重新进入新兴市场和欧洲，等待下一轮的养猪和收割！股市就这样一遍一遍的重复演着，如果你能看懂，就知道这个世界为什么不太平了，你也会知道如果看出端倪来挣钱了！","listText":"每次美国加息前都会用同样的手段，这次也不例外。加息是为了收割全世界，如果让美元汇率？美国之外不安全才能逼着美元回流，所以有了俄乌战争美国一再表示，只摇旗呐喊绝不出场。因为国内本土安全才能让乌克兰的富豪前100名有96个出逃美国，其中4个在监狱里没出来，欧洲的富豪跑到美国，欧洲跟着美国冻结俄罗斯富豪的资产。钱大量的流向美国！欧洲就是一个傻孩子，帮美国一起制裁，结果便宜的俄罗斯石油禁止交易，国际市场原油大涨，美国作为原油第一大国又加价卖给了欧洲，欧洲的通胀也在不停的上涨，德国已经达到了6%，通胀输出国外，美国的就业人口也出奇的答复上涨，所以美联储的两大目标：就业和通胀一并解决了！所以下周加息会低于以前市场预期的0.5-1%，肯有可能会是0.25%，这时候市场将一会欢呼，各国的市场也会扭转颓势，转而向上。美国自己解决了国内的问题，就给世界一地鸡毛，欧洲就是冤大头，新兴市场由于美元回流，国内股市将会大幅下跌！美国大叔回头说\"I WILL BE BACK\"，然后头也不回。等市场跌透的时候，这时候你会发现美国带着资金又重新进入新兴市场和欧洲，等待下一轮的养猪和收割！股市就这样一遍一遍的重复演着，如果你能看懂，就知道这个世界为什么不太平了，你也会知道如果看出端倪来挣钱了！","text":"每次美国加息前都会用同样的手段，这次也不例外。加息是为了收割全世界，如果让美元汇率？美国之外不安全才能逼着美元回流，所以有了俄乌战争美国一再表示，只摇旗呐喊绝不出场。因为国内本土安全才能让乌克兰的富豪前100名有96个出逃美国，其中4个在监狱里没出来，欧洲的富豪跑到美国，欧洲跟着美国冻结俄罗斯富豪的资产。钱大量的流向美国！欧洲就是一个傻孩子，帮美国一起制裁，结果便宜的俄罗斯石油禁止交易，国际市场原油大涨，美国作为原油第一大国又加价卖给了欧洲，欧洲的通胀也在不停的上涨，德国已经达到了6%，通胀输出国外，美国的就业人口也出奇的答复上涨，所以美联储的两大目标：就业和通胀一并解决了！所以下周加息会低于以前市场预期的0.5-1%，肯有可能会是0.25%，这时候市场将一会欢呼，各国的市场也会扭转颓势，转而向上。美国自己解决了国内的问题，就给世界一地鸡毛，欧洲就是冤大头，新兴市场由于美元回流，国内股市将会大幅下跌！美国大叔回头说\"I WILL BE BACK\"，然后头也不回。等市场跌透的时候，这时候你会发现美国带着资金又重新进入新兴市场和欧洲，等待下一轮的养猪和收割！股市就这样一遍一遍的重复演着，如果你能看懂，就知道这个世界为什么不太平了，你也会知道如果看出端倪来挣钱了！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635387473","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877459505,"gmtCreate":1637975581728,"gmtModify":1637975581728,"author":{"id":"3547510872465647","authorId":"3547510872465647","name":"上方山车神","avatar":"https://static.tigerbbs.com/b8ea17e7946ae2184168a483aaed1dcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547510872465647","idStr":"3547510872465647"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FTCH\">$Farfetch Ltd(FTCH)$</a>利润比营收还高，靠啥赚钱的？？","listText":"<a 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22:44","market":"us","language":"zh","title":"部分中概股持续上扬，百世集团盘中大涨18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112235393","media":"老虎资讯综合","summary":"周三盘中，部分中概股持续上扬，截至发稿，百世集团涨超18%，优信二手车、涂鸦智能涨超8%，箩筐技术、理想汽车涨、雾芯科技涨超7%，荔枝涨6.68%，秦淮数据涨6.16%。","content":"<p>周三盘中，部分中概股持续上扬，截至发稿，<a href=\"https://laohu8.com/S/BEST\">百世集团</a>涨超18%，<a href=\"https://laohu8.com/S/UXIN\">优信</a>二手车、<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>涨超8%，<a href=\"https://laohu8.com/S/LKCO\">箩筐技术</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨、雾芯科技涨超7%，荔枝涨6.68%，<a href=\"https://laohu8.com/S/CD\">秦淮数据</a>涨6.16%。</p>\n<p><img src=\"https://static.tigerbbs.com/ef0657f4d8a66a016ee618cbbd07a6d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-23 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三盘中，部分中概股持续上扬，截至发稿，<a href=\"https://laohu8.com/S/BEST\">百世集团</a>涨超18%，<a href=\"https://laohu8.com/S/UXIN\">优信</a>二手车、<a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>涨超8%，<a href=\"https://laohu8.com/S/LKCO\">箩筐技术</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨、雾芯科技涨超7%，荔枝涨6.68%，<a href=\"https://laohu8.com/S/CD\">秦淮数据</a>涨6.16%。</p>\n<p><img src=\"https://static.tigerbbs.com/ef0657f4d8a66a016ee618cbbd07a6d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0ef89022ec5e5889405a298a1c8c0b5","relate_stocks":{"BEST":"百世集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112235393","content_text":"周三盘中，部分中概股持续上扬，截至发稿，百世集团涨超18%，优信二手车、涂鸦智能涨超8%，箩筐技术、理想汽车涨、雾芯科技涨超7%，荔枝涨6.68%，秦淮数据涨6.16%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180961575,"gmtCreate":1623169674297,"gmtModify":1623169674297,"author":{"id":"3547510872465647","authorId":"3547510872465647","name":"上方山车神","avatar":"https://static.tigerbbs.com/b8ea17e7946ae2184168a483aaed1dcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547510872465647","idStr":"3547510872465647"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180961575","repostId":"117100792","repostType":1,"repost":{"id":117100792,"gmtCreate":1623119976916,"gmtModify":1623165679909,"author":{"id":"3574968450404111","authorId":"3574968450404111","name":"B.God","avatar":"https://static.tigerbbs.com/8fba96cdefc2640a0413c00996aed28d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574968450404111","idStr":"3574968450404111"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/LIZI\">荔枝</a>，给予目标价30美元。荔枝直线拉升，现涨5.5%，触发熔断。</p><p><img src=\"https://static.tigerbbs.com/43274b0cbfd510d2c1e255f328ed3881\" tg-width=\"578\" tg-height=\"156\" referrerpolicy=\"no-referrer\"></p><p>香橼表示：作为中国领先的音频流媒体平台，荔枝现估值仅有4亿美元。目前荔枝股价为1.4倍EV，相比同业雅乐科技17.2倍EV，它有机会从中国科技巨头反垄断的趋势中获益。</p><p><img src=\"https://static.tigerbbs.com/846acbfcad9b2a36911257b607925c41\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180554649","content_text":"3月16日，香橼发表报告做多荔枝，给予目标价30美元。荔枝直线拉升，现涨5.5%，触发熔断。香橼表示：作为中国领先的音频流媒体平台，荔枝现估值仅有4亿美元。目前荔枝股价为1.4倍EV，相比同业雅乐科技17.2倍EV，它有机会从中国科技巨头反垄断的趋势中获益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816244070,"gmtCreate":1630505395290,"gmtModify":1630505395290,"author":{"id":"3547510872465647","authorId":"3547510872465647","name":"上方山车神","avatar":"https://static.tigerbbs.com/b8ea17e7946ae2184168a483aaed1dcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547510872465647","authorIdStr":"3547510872465647"},"themes":[],"htmlText":"<a 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我对金钱、数字很敏感，但在高中，我最大的烦恼是数学成绩不好。高二，一场数学考试结束，我带着强烈的挫败感","images":[{"img":"https://static.tigerbbs.com/b9be162c2caaf4c74fd6ccb765218599","width":"1080","height":"2519"},{"img":"https://static.tigerbbs.com/cb600e21005eef70ec6b0bb506279e16","width":"1080","height":"1440"},{"img":"https://static.tigerbbs.com/3ab4dbc90e8d29a50743332a9c346634","width":"1080","height":"608"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946582722","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":698,"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,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～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]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877459505,"gmtCreate":1637975581728,"gmtModify":1637975581728,"author":{"id":"3547510872465647","authorId":"3547510872465647","name":"上方山车神","avatar":"https://static.tigerbbs.com/b8ea17e7946ae2184168a483aaed1dcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547510872465647","authorIdStr":"3547510872465647"},"themes":[],"htmlText":"<a 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Ltd(FTCH)$利润比营收还高，靠啥赚钱的？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877459505","isVote":1,"tweetType":1,"viewCount":3066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685170244,"gmtCreate":1659522050893,"gmtModify":1659522050893,"author":{"id":"3547510872465647","authorId":"3547510872465647","name":"上方山车神","avatar":"https://static.tigerbbs.com/b8ea17e7946ae2184168a483aaed1dcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547510872465647","authorIdStr":"3547510872465647"},"themes":[],"htmlText":"战神","listText":"战神","text":"战神","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685170244","repostId":"685323338","repostType":1,"repost":{"id":685323338,"gmtCreate":1659444547616,"gmtModify":1659448043310,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510558082622800","authorIdStr":"3510558082622800"},"themes":[],"title":"【转】“国会山股神”佩洛西：收益超过巴菲特，投资天才还是内幕交易？","htmlText":"美众议院议长佩洛西最近非议多多，佩洛西丈夫涉嫌股票内幕交易被批，他曾在美国芯片法案出炉前，突击买入半导体公司英伟达的股票。海外网援引据路透社27日报道，迫于舆论压力，佩洛西丈夫在芯片法案通过前几天，抛售了所持英伟达股票，亏损超34万美元。根据佩洛西办公室27日发布的文件，丈夫保罗·佩洛西以亏损形式出售了2.5万股英伟达股票，最终亏损了341365美元。这一决定是为避免更多有关佩洛西夫妇投资的“错误信息”。美国参议院27日投票通过芯片法案，其中包括为美国半导体制造业提供520亿美元补贴和激励措施。预计该法案将于本星期晚些时候在众议院表决通过，然后提交总统签署。佩洛西丈夫曾于6月17日购入2万股英伟达股票。考虑到佩洛西的特殊身份，舆论质疑保罗可能接触到关于立法的内幕信息。这不是佩洛西一家第一次购买大量股票，甚至如果你看看保罗·佩洛西的辉煌战绩你会发现，他的投资去年回报率高达56%，甚至超过股神巴菲特！也正因为此，保罗·佩洛西被誉为“国会山股神”。可这究竟是高超的投资本领还是“先天的选股优势”？不少美国散户们都开始质疑佩洛西一家背后藏有内幕交易，甚至将套用他投资组合的产品直接命名为“内幕投资组合”。3年投资组合增长96%！资产超2.15亿美元！南希·佩洛西，今年82岁，2007至2011年担任美国众议院议长，2019年起再次担任，是美国历史上第一位众议院女议长，也被称为美国政坛权力最大的女人。她的丈夫保罗·佩洛西，经常进行大量股票交易。除了炒股外，82岁的保罗还是一位商人，拥有并经营一家总部位于旧金山的房地产与风险投资咨询公司。据OpenSecrets统计，2021年，佩洛西一家的投资回报率在所有议员中位居第二名，高达56.15%，超过了美国顶级的对冲基金经理，甚至远超“股神”巴菲特（回报率26%）、华尔街“精算之王”David Shaw、“量化投资之父”Jim Simons等一","listText":"美众议院议长佩洛西最近非议多多，佩洛西丈夫涉嫌股票内幕交易被批，他曾在美国芯片法案出炉前，突击买入半导体公司英伟达的股票。海外网援引据路透社27日报道，迫于舆论压力，佩洛西丈夫在芯片法案通过前几天，抛售了所持英伟达股票，亏损超34万美元。根据佩洛西办公室27日发布的文件，丈夫保罗·佩洛西以亏损形式出售了2.5万股英伟达股票，最终亏损了341365美元。这一决定是为避免更多有关佩洛西夫妇投资的“错误信息”。美国参议院27日投票通过芯片法案，其中包括为美国半导体制造业提供520亿美元补贴和激励措施。预计该法案将于本星期晚些时候在众议院表决通过，然后提交总统签署。佩洛西丈夫曾于6月17日购入2万股英伟达股票。考虑到佩洛西的特殊身份，舆论质疑保罗可能接触到关于立法的内幕信息。这不是佩洛西一家第一次购买大量股票，甚至如果你看看保罗·佩洛西的辉煌战绩你会发现，他的投资去年回报率高达56%，甚至超过股神巴菲特！也正因为此，保罗·佩洛西被誉为“国会山股神”。可这究竟是高超的投资本领还是“先天的选股优势”？不少美国散户们都开始质疑佩洛西一家背后藏有内幕交易，甚至将套用他投资组合的产品直接命名为“内幕投资组合”。3年投资组合增长96%！资产超2.15亿美元！南希·佩洛西，今年82岁，2007至2011年担任美国众议院议长，2019年起再次担任，是美国历史上第一位众议院女议长，也被称为美国政坛权力最大的女人。她的丈夫保罗·佩洛西，经常进行大量股票交易。除了炒股外，82岁的保罗还是一位商人，拥有并经营一家总部位于旧金山的房地产与风险投资咨询公司。据OpenSecrets统计，2021年，佩洛西一家的投资回报率在所有议员中位居第二名，高达56.15%，超过了美国顶级的对冲基金经理，甚至远超“股神”巴菲特（回报率26%）、华尔街“精算之王”David Shaw、“量化投资之父”Jim Simons等一","text":"美众议院议长佩洛西最近非议多多，佩洛西丈夫涉嫌股票内幕交易被批，他曾在美国芯片法案出炉前，突击买入半导体公司英伟达的股票。海外网援引据路透社27日报道，迫于舆论压力，佩洛西丈夫在芯片法案通过前几天，抛售了所持英伟达股票，亏损超34万美元。根据佩洛西办公室27日发布的文件，丈夫保罗·佩洛西以亏损形式出售了2.5万股英伟达股票，最终亏损了341365美元。这一决定是为避免更多有关佩洛西夫妇投资的“错误信息”。美国参议院27日投票通过芯片法案，其中包括为美国半导体制造业提供520亿美元补贴和激励措施。预计该法案将于本星期晚些时候在众议院表决通过，然后提交总统签署。佩洛西丈夫曾于6月17日购入2万股英伟达股票。考虑到佩洛西的特殊身份，舆论质疑保罗可能接触到关于立法的内幕信息。这不是佩洛西一家第一次购买大量股票，甚至如果你看看保罗·佩洛西的辉煌战绩你会发现，他的投资去年回报率高达56%，甚至超过股神巴菲特！也正因为此，保罗·佩洛西被誉为“国会山股神”。可这究竟是高超的投资本领还是“先天的选股优势”？不少美国散户们都开始质疑佩洛西一家背后藏有内幕交易，甚至将套用他投资组合的产品直接命名为“内幕投资组合”。3年投资组合增长96%！资产超2.15亿美元！南希·佩洛西，今年82岁，2007至2011年担任美国众议院议长，2019年起再次担任，是美国历史上第一位众议院女议长，也被称为美国政坛权力最大的女人。她的丈夫保罗·佩洛西，经常进行大量股票交易。除了炒股外，82岁的保罗还是一位商人，拥有并经营一家总部位于旧金山的房地产与风险投资咨询公司。据OpenSecrets统计，2021年，佩洛西一家的投资回报率在所有议员中位居第二名，高达56.15%，超过了美国顶级的对冲基金经理，甚至远超“股神”巴菲特（回报率26%）、华尔街“精算之王”David Shaw、“量化投资之父”Jim 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为什么Tesla是好的sell put标的？","htmlText":"前面介绍了一个sell put港股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;：<a href=\"https://www.laohu8.com/post/686587691\" target=\"_blank\">期权感悟 (5) : 典型案例：美团&nbsp;</a>。今天聊一个美股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，这是过去一年多相关部分操作截图（持仓页-分析）:tesla 期权操作从Tsla过去一年走势来看 500多-1200多-620-800。tesla走势sell cs puts策略介绍见：<a href=\"https://www.laohu8.com/post/682180308\" target=\"_blank\">期权感悟(8)：SCSP（sell cs puts）策略优点&nbsp;</a>。从两张图可以看出来，sell put策略提供了不错的安全边际，即使1200多到620这波暴跌，也是赚钱的。体现了策略优点：容错性。那为什么Tesla是很好的sell put标的？1、时代趋势新能源汽车替代传统汽车，是个大势所趋。大的赛道背景是向上的，非常重要。2、存在基础价值/估值对于sell put策略期权玩家来说，并不是那么关心tesla的多空分歧，也就是tesla到底未来是几万亿美金的公司，还是从现在回归到500块，没有那么重要（这是buy call/put的期权玩家非常在乎的）。sp玩家关心的是 暴跌得有个底线，这个标的得有个基础价值/估值。不能接盘正股后，跌没了。即使新能源赛道竞争非常激烈，Tesla的财务数据表现在这里：个股页-公司-利润","listText":"前面介绍了一个sell put港股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;：<a href=\"https://www.laohu8.com/post/686587691\" target=\"_blank\">期权感悟 (5) : 典型案例：美团&nbsp;</a>。今天聊一个美股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，这是过去一年多相关部分操作截图（持仓页-分析）:tesla 期权操作从Tsla过去一年走势来看 500多-1200多-620-800。tesla走势sell cs puts策略介绍见：<a href=\"https://www.laohu8.com/post/682180308\" target=\"_blank\">期权感悟(8)：SCSP（sell cs puts）策略优点&nbsp;</a>。从两张图可以看出来，sell put策略提供了不错的安全边际，即使1200多到620这波暴跌，也是赚钱的。体现了策略优点：容错性。那为什么Tesla是很好的sell put标的？1、时代趋势新能源汽车替代传统汽车，是个大势所趋。大的赛道背景是向上的，非常重要。2、存在基础价值/估值对于sell put策略期权玩家来说，并不是那么关心tesla的多空分歧，也就是tesla到底未来是几万亿美金的公司，还是从现在回归到500块，没有那么重要（这是buy call/put的期权玩家非常在乎的）。sp玩家关心的是 暴跌得有个底线，这个标的得有个基础价值/估值。不能接盘正股后，跌没了。即使新能源赛道竞争非常激烈，Tesla的财务数据表现在这里：个股页-公司-利润","text":"前面介绍了一个sell put港股案例：$美团-W(03690)$ ：期权感悟 (5) : 典型案例：美团 。今天聊一个美股案例：$特斯拉(TSLA)$ ，这是过去一年多相关部分操作截图（持仓页-分析）:tesla 期权操作从Tsla过去一年走势来看 500多-1200多-620-800。tesla走势sell cs puts策略介绍见：期权感悟(8)：SCSP（sell cs puts）策略优点 。从两张图可以看出来，sell put策略提供了不错的安全边际，即使1200多到620这波暴跌，也是赚钱的。体现了策略优点：容错性。那为什么Tesla是很好的sell put标的？1、时代趋势新能源汽车替代传统汽车，是个大势所趋。大的赛道背景是向上的，非常重要。2、存在基础价值/估值对于sell put策略期权玩家来说，并不是那么关心tesla的多空分歧，也就是tesla到底未来是几万亿美金的公司，还是从现在回归到500块，没有那么重要（这是buy call/put的期权玩家非常在乎的）。sp玩家关心的是 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