正气的猫的个人主页 - 老虎社区

正气的猫

正气的猫

暂无个人介绍

IP属地：浙江

836关注

46粉丝

16主题

0勋章

2022-02-06

$阿里巴巴-SW(09988)$。

2022-04-29

次乌克兰危机加剧了对可替代能源需求的紧迫感。从这个方面来看，吉宝企业($吉@愤怒的小鸟S @经济观察报

@46d9935c:【SG x TIGER】前瞻：乌克兰危机后，值得关注的行业

2022-06-13

期待中，老虎加油@ngfde0437 @吼吼dds @潘东升 @新光说股 @冲脸波动拳 @冲脸波动拳 @新光说股 @潘东升 @吼吼dds @ngfde0437 @透镜社

@小虎活动:【老虎八周年】盖楼送祝福，人人有奖！

2022-04-27

回复 @低买高卖谁不会:好//@低买高卖谁不会:我天朝的大a ，现在有种脱了毛的凤凰的感觉，跟越南比起来

@胖虎哒哒:新一代“避险天堂”诞生：越南股市规模居东盟第二

2022-01-07

$Rani Therapeutics Holdings(RANI)$。

2022-02-19

。

@OptionPlus:盘整半年，中概股的机会在哪里？

2022-01-06

$虎牙(HUYA)$。

2022-01-07

$阿里巴巴-SW(09988)$@

2022-06-21

港股真是抗跌

2022-01-13

$阿里巴巴-SW(09988)$。

2022-02-06

$特斯拉(TSLA)$。

2022-01-02

$ProShares Ultra Bloomberg Natural Gas(BOIL)$好

2022-07-02

2022年港股反而没亏钱了，这是个好的信号。下半年希望乘胜追击丫

2022-01-08

$阿里巴巴-SW(09988)$[开心] [开心]

2022-03-21

$阿里巴巴-SW(09988)$f

2022-01-12

$阿里巴巴-SW(09988)$，

2022-08-11

社交出海难度不小，赤子城要克服方方面面的困难。为有牺牲多壮志，敢教日月换新天，赤子城加油

2022-03-16

$特斯拉(TSLA)$。

2022-01-14

$百事可乐(PEP)$j

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href=\"https://laohu8.com/S/BN4.SI\">$吉宝企业(BN4.SI)$</a>)和胜科工业(<a target=\"_blank\" href=\"https://laohu8.com/S/U96.SI\">$胜科工业(U96.SI)$</a>)符合所有条件。近年来，这些公司一直在进行重组，集中精力于新能源。目前的结果可能尚不明显，但它们的商业战略一定符合当前的需求。 2、乌克兰的重建 预计危机过后，该国将进行大规模的重建，这项工作对建筑材料的需求会增加。其中一些材料将是铁和钢，因此，这些材料的价格也会上涨。像 Fortress Minerals (<a target=\"_blank\" href=\"https://laohu8.com/S/OAJ.SI\">$FORTRESS MINERALS LIMITED(OAJ.SI)$</a>) 和 Southern Alliance (<a target=\"_blank\" href=\"https://laohu8.com/S/QNS.SI\">$SouthernAlliance(QNS.SI)$</a>) 这样生产钢铁的采矿业公司可能会遇到其产品需求量的激增。 希望危机尽快结束吧！ 全员评论奖 不要忘","listText":"本文翻译自<a target=\"_blank\" href=\"https://laohu8.com/U/3563578916158669\">@长线投资不投机</a> 的英文原文 不幸的是，乌克兰危机似乎比预期要持续更久。未来，危机过后，某些规范会发生变化，定会有一些重建工作要进行。从这个角度来看，我认为一些行业值得关注。 1、可替代的能源 寻找可替代能源并不新鲜。石油储备是有限的，又需要清洁能源来保护我们的地球。这次乌克兰危机加剧了对可替代能源需求的紧迫感。从这个方面来看，吉宝企业(<a target=\"_blank\" href=\"https://laohu8.com/S/BN4.SI\">$吉宝企业(BN4.SI)$</a>)和胜科工业(<a target=\"_blank\" href=\"https://laohu8.com/S/U96.SI\">$胜科工业(U96.SI)$</a>)符合所有条件。近年来，这些公司一直在进行重组，集中精力于新能源。目前的结果可能尚不明显，但它们的商业战略一定符合当前的需求。 2、乌克兰的重建 预计危机过后，该国将进行大规模的重建，这项工作对建筑材料的需求会增加。其中一些材料将是铁和钢，因此，这些材料的价格也会上涨。像 Fortress Minerals (<a target=\"_blank\" href=\"https://laohu8.com/S/OAJ.SI\">$FORTRESS MINERALS LIMITED(OAJ.SI)$</a>) 和 Southern Alliance (<a target=\"_blank\" href=\"https://laohu8.com/S/QNS.SI\">$SouthernAlliance(QNS.SI)$</a>) 这样生产钢铁的采矿业公司可能会遇到其产品需求量的激增。 希望危机尽快结束吧！ 全员评论奖 不要忘","text":"本文翻译自@长线投资不投机 的英文原文 不幸的是，乌克兰危机似乎比预期要持续更久。未来，危机过后，某些规范会发生变化，定会有一些重建工作要进行。从这个角度来看，我认为一些行业值得关注。 1、可替代的能源 寻找可替代能源并不新鲜。石油储备是有限的，又需要清洁能源来保护我们的地球。这次乌克兰危机加剧了对可替代能源需求的紧迫感。从这个方面来看，吉宝企业($吉宝企业(BN4.SI)$)和胜科工业($胜科工业(U96.SI)$)符合所有条件。近年来，这些公司一直在进行重组，集中精力于新能源。目前的结果可能尚不明显，但它们的商业战略一定符合当前的需求。 2、乌克兰的重建 预计危机过后，该国将进行大规模的重建，这项工作对建筑材料的需求会增加。其中一些材料将是铁和钢，因此，这些材料的价格也会上涨。像 Fortress Minerals ($FORTRESS MINERALS LIMITED(OAJ.SI)$) 和 Southern Alliance ($SouthernAlliance(QNS.SI)$) 这样生产钢铁的采矿业公司可能会遇到其产品需求量的激增。 希望危机尽快结束吧！ 全员评论奖 不要忘","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618409358","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680503640,"gmtCreate":1655126640281,"gmtModify":1704861207477,"author":{"id":"3578817648770505","authorId":"3578817648770505","name":"正气的猫","avatar":"https://static.tigerbbs.com/7dfb36b6e046b3d04990494cf05ad134","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"期待中，老虎加油<a href=\"https://laohu8.com/U/10000000000004268\">@ngfde0437</a><a href=\"https://laohu8.com/U/10000000000003837\">@吼吼dds</a><a href=\"https://laohu8.com/U/3554534540172492\">@潘东升</a><a href=\"https://laohu8.com/U/10000000000003061\">@新光说股</a><a href=\"https://laohu8.com/U/10000000000004350\">@冲脸波动拳</a><a href=\"https://laohu8.com/U/10000000000004350\">@冲脸波动拳</a><a href=\"https://laohu8.com/U/10000000000003061\">@新光说股</a><a href=\"https://laohu8.com/U/3554534540172492\">@潘东升</a><a href=\"https://laohu8.com/U/10000000000003837\">@吼吼dds</a><a href=\"https://laohu8.com/U/10000000000004268\">@ngfde0437</a><a href=\"https://laohu8.com/U/3539136244977701\">@透镜社</a>","listText":"期待中，老虎加油<a href=\"https://laohu8.com/U/10000000000004268\">@ngfde0437</a><a href=\"https://laohu8.com/U/10000000000003837\">@吼吼dds</a><a href=\"https://laohu8.com/U/3554534540172492\">@潘东升</a><a href=\"https://laohu8.com/U/10000000000003061\">@新光说股</a><a href=\"https://laohu8.com/U/10000000000004350\">@冲脸波动拳</a><a href=\"https://laohu8.com/U/10000000000004350\">@冲脸波动拳</a><a href=\"https://laohu8.com/U/10000000000003061\">@新光说股</a><a href=\"https://laohu8.com/U/3554534540172492\">@潘东升</a><a href=\"https://laohu8.com/U/10000000000003837\">@吼吼dds</a><a href=\"https://laohu8.com/U/10000000000004268\">@ngfde0437</a><a href=\"https://laohu8.com/U/3539136244977701\">@透镜社</a>","text":"期待中，老虎加油@ngfde0437@吼吼dds@潘东升@新光说股@冲脸波动拳@冲脸波动拳@新光说股@潘东升@吼吼dds@ngfde0437@透镜社","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":3,"link":"https://laohu8.com/post/680503640","repostId":"680500740","repostType":1,"repost":{"id":680500740,"gmtCreate":1655125724105,"gmtModify":1704861204725,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【老虎八周年】盖楼送祝福，人人有奖！","htmlText":"老虎今年8岁了，感谢各位虎友一直以来的陪伴。在过去的8年时间，我们从美股出发，把交易不断扩充到港股、英股、星股、澳股、期权期货市场，还推出了闲钱管家、基金超市等产品，一步步实现“一个账户，投资全球”的目标。8年时间，我们从中国走向世界，自两年前实施国际化战略以来，目前超过80%的新融资账户来自国际市场。在新加坡，我们注册人数占据当地20-70岁人口的20%，今年我们更是进军了澳洲新西兰市场。为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，此外我们将会在明天上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！诚邀虎友们跟小虎一起嗨起来，参与小虎生日大趴。come on！好了，先来揭晓一下今天的小惊喜，小虎君想邀请广大虎友参与盖楼送祝福活动，给投资带来好运，凡是参与的虎友均可获得虎币奖励哦。💡参与方式 转发本帖并在本帖盖楼送祝福，即视为参与成功 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币； 除此之外，我们还会给每位踩中楼层数有8的虎友送出100虎币（严禁连续回帖≥3层）； 评论区@你的好友一起参加活动可以获得10虎币（上限100虎币）。 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字； 活动最终解释权归老虎社区所有。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"老虎今年8岁了，感谢各位虎友一直以来的陪伴。在过去的8年时间，我们从美股出发，把交易不断扩充到港股、英股、星股、澳股、期权期货市场，还推出了闲钱管家、基金超市等产品，一步步实现“一个账户，投资全球”的目标。8年时间，我们从中国走向世界，自两年前实施国际化战略以来，目前超过80%的新融资账户来自国际市场。在新加坡，我们注册人数占据当地20-70岁人口的20%，今年我们更是进军了澳洲新西兰市场。为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，此外我们将会在明天上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！诚邀虎友们跟小虎一起嗨起来，参与小虎生日大趴。come on！好了，先来揭晓一下今天的小惊喜，小虎君想邀请广大虎友参与盖楼送祝福活动，给投资带来好运，凡是参与的虎友均可获得虎币奖励哦。💡参与方式 转发本帖并在本帖盖楼送祝福，即视为参与成功 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币； 除此之外，我们还会给每位踩中楼层数有8的虎友送出100虎币（严禁连续回帖≥3层）； 评论区@你的好友一起参加活动可以获得10虎币（上限100虎币）。 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字； 活动最终解释权归老虎社区所有。<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"老虎今年8岁了，感谢各位虎友一直以来的陪伴。在过去的8年时间，我们从美股出发，把交易不断扩充到港股、英股、星股、澳股、期权期货市场，还推出了闲钱管家、基金超市等产品，一步步实现“一个账户，投资全球”的目标。8年时间，我们从中国走向世界，自两年前实施国际化战略以来，目前超过80%的新融资账户来自国际市场。在新加坡，我们注册人数占据当地20-70岁人口的20%，今年我们更是进军了澳洲新西兰市场。为了回馈广大虎友，我们将会在接下来的一周，每天揭晓一重惊喜好礼，此外我们将会在明天上线一个超级大的福利活动，与虎友们一起开启时光机，瓜分百万豪礼！诚邀虎友们跟小虎一起嗨起来，参与小虎生日大趴。come on！好了，先来揭晓一下今天的小惊喜，小虎君想邀请广大虎友参与盖楼送祝福活动，给投资带来好运，凡是参与的虎友均可获得虎币奖励哦。💡参与方式 转发本帖并在本帖盖楼送祝福，即视为参与成功 🎁活动奖励 凡是在本帖评论区留言的虎友都可以获得88虎币； 除此之外，我们还会给每位踩中楼层数有8的虎友送出100虎币（严禁连续回帖≥3层）； 评论区@你的好友一起参加活动可以获得10虎币（上限100虎币）。 ⏰活动时间 即日起-6月20日 📒特别说明 严禁抄袭、剽窃，一旦发现将取消参赛资格； 禁止发布黄色，暴力，涉毒等不良违法图片及相关文字； 活动最终解释权归老虎社区所有。$老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/d23d150f1e0aeb4f061bf41331ac4bf4","width":"750","height":"375"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680500740","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618616284,"gmtCreate":1651011192648,"gmtModify":1651011192648,"author":{"id":"3578817648770505","authorId":"3578817648770505","name":"正气的猫","avatar":"https://static.tigerbbs.com/7dfb36b6e046b3d04990494cf05ad134","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/9000000000000311\">@低买高卖谁不会</a>:好//<a href=\"https://laohu8.com/U/9000000000000311\">@低买高卖谁不会</a>:我天朝的大a 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越南股市规模目前已超过新加坡，在东盟国家中排名第二，仅次于泰国。2022年3月末，市场交易规模达近1.8万亿越盾，比2021年底增长3.37%，占国内生产总值（GDP）的21.4%，在两个证券交易所上挂牌交易的股票和基金一共有768只，在UPCOM 市场上有883只。新开立账户数量持续增加。 2022年一季度，新开账户676616个，几乎与2021年全年新开账户数量持平。目前，证券账户总数已超过498万，较2021年底增长15.7%，约占人口的5%，比政府提出的计划目标提前3年。近期，受获利了结压力和房地产、股市一些不利消息，加上世界紧张的政治局势，越南股市出现回调。 越南是东南亚最有发展前景的国家之一 越南政府预计，今年的经济增速将达到6.5%。值得一提的是，越南去年的增速仅为2.6%。外贸繁荣，内需提振，资产价格抬升，越南展现出了令人惊艳的经济活力。 有分析称公司基本面是这种乐观情绪的一个关键原因。 一向嗅觉灵敏的李嘉诚已经开始布局越南，3月份，号称东南亚贝壳的PropertyGuru与Bridgetown 2 Holdings合并后，正式登陆纽交所。而Bridgetown 2 Holdings正是由李泽楷与Paypal联合创始人皮特蒂尔联合创立的特殊目的收购公司（SPAC）。<a href=\"https://laohu8.com/S/PGRU\">$PropertyGuru Group Limited(PGRU)$</a> PropertyGuru 的业务覆盖新加坡、越南、马来西亚和泰国，商业模式类似贝壳，将买卖双方以及租户房东的信息进","listText":"越南股市规模跃居东盟第二 据越南财政部的消息，2022年前几个月越南股市总体上保持稳定发展，扮演好作为政府和企业重要中长期资金筹集渠道的角色。2022年前几个月，股市流动性持续增加，平均每日成交额30.8万亿越盾，同比增长15.9%。 越南股市规模目前已超过新加坡，在东盟国家中排名第二，仅次于泰国。2022年3月末，市场交易规模达近1.8万亿越盾，比2021年底增长3.37%，占国内生产总值（GDP）的21.4%，在两个证券交易所上挂牌交易的股票和基金一共有768只，在UPCOM 市场上有883只。新开立账户数量持续增加。 2022年一季度，新开账户676616个，几乎与2021年全年新开账户数量持平。目前，证券账户总数已超过498万，较2021年底增长15.7%，约占人口的5%，比政府提出的计划目标提前3年。近期，受获利了结压力和房地产、股市一些不利消息，加上世界紧张的政治局势，越南股市出现回调。 越南是东南亚最有发展前景的国家之一 越南政府预计，今年的经济增速将达到6.5%。值得一提的是，越南去年的增速仅为2.6%。外贸繁荣，内需提振，资产价格抬升，越南展现出了令人惊艳的经济活力。 有分析称公司基本面是这种乐观情绪的一个关键原因。 一向嗅觉灵敏的李嘉诚已经开始布局越南，3月份，号称东南亚贝壳的PropertyGuru与Bridgetown 2 Holdings合并后，正式登陆纽交所。而Bridgetown 2 Holdings正是由李泽楷与Paypal联合创始人皮特蒂尔联合创立的特殊目的收购公司（SPAC）。<a href=\"https://laohu8.com/S/PGRU\">$PropertyGuru Group Limited(PGRU)$</a> PropertyGuru 的业务覆盖新加坡、越南、马来西亚和泰国，商业模式类似贝壳，将买卖双方以及租户房东的信息进","text":"越南股市规模跃居东盟第二 据越南财政部的消息，2022年前几个月越南股市总体上保持稳定发展，扮演好作为政府和企业重要中长期资金筹集渠道的角色。2022年前几个月，股市流动性持续增加，平均每日成交额30.8万亿越盾，同比增长15.9%。 越南股市规模目前已超过新加坡，在东盟国家中排名第二，仅次于泰国。2022年3月末，市场交易规模达近1.8万亿越盾，比2021年底增长3.37%，占国内生产总值（GDP）的21.4%，在两个证券交易所上挂牌交易的股票和基金一共有768只，在UPCOM 市场上有883只。新开立账户数量持续增加。 2022年一季度，新开账户676616个，几乎与2021年全年新开账户数量持平。目前，证券账户总数已超过498万，较2021年底增长15.7%，约占人口的5%，比政府提出的计划目标提前3年。近期，受获利了结压力和房地产、股市一些不利消息，加上世界紧张的政治局势，越南股市出现回调。 越南是东南亚最有发展前景的国家之一 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Holdings(RANI)$。","images":[{"img":"https://static.tigerbbs.com/ce99d6c510097c27035534df31449493","width":"1080","height":"2833"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":3,"link":"https://laohu8.com/post/695543980","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638682420,"gmtCreate":1645240031065,"gmtModify":1645240031065,"author":{"id":"3578817648770505","authorId":"3578817648770505","name":"正气的猫","avatar":"https://static.tigerbbs.com/7dfb36b6e046b3d04990494cf05ad134","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":3,"link":"https://laohu8.com/post/638682420","repostId":"631012977","repostType":1,"repost":{"id":631012977,"gmtCreate":1644383580239,"gmtModify":1644393140665,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"盘整半年，中概股的机会在哪里？","htmlText":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 趋势太差，弃。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","listText":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 趋势太差，弃。<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell put？主要是价外的put太便宜权利金不香。行权价太近的，万一黑","text":"昨晚中概股迎来了久违的反弹，不知道是不是中国的基金经理终于上班了。 $腾讯控股(00700)$ 虽然还没有走出盘整区间，但周线的关键支撑守得严严实实，用长达半年的时候完成周线级别双底，几乎确定不会跌破下方420-430一线，只是上面的空间在哪里还不确定，先看区间的上沿500-510一线再看会不会突破，这时候比较好的机会是卖下方420的put，我卖的是400，是过年期间相对保守了。当然不卖put，直接做波段也是可以，腾讯的宽幅震荡带来的波段收益也很可观。需要注意的是公司将于3月发布Q4财报，但我直觉认为这次财报跟上次一样会平淡无奇，波澜不惊。$美团-W(03690)$ 同样有一个双底，但如果做卖put，卖美团不如卖腾讯稳妥，美团最大的雷是不知道腾讯什么时候减持，这个风险还没释放都还不能算高枕无忧。如果买正股，目前价格离200的底部仅10%，还可以，上面压制着年线，前两次反弹都是年线冲关未遂，波段就是到250-260左右。$小米集团-W(01810)$ 趋势太差，弃。$快手-W(01024)$ 底部打磨太完美，从400多跌下来，一个好的反弹没有到150也要到120。我已经买入，是买的call，在上一波反弹中我做了80-100的波段。 说一说为什么快手我不做sell 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