@飞飞618:我平仓了10手$MET.HK 20241128 200.00 PUT$ ,一些思考：虽然这次在美团sell put上折戟沉沙，还是收货了挺多思考的： 1.港股是一个上有顶的市场，这一点和美股完全不一样。sell call看似风险很大，但在大涨之后的港股市场极为有效，今年sell call 在中芯、融创上大获成功。 2.反过来，sell put在大涨之后的港股市场就比较悲剧了，即使美团这类好公司，期权的时间价值依然远不能覆盖跌幅。以后需要特别谨慎。 总体上，港股估值低是优势，但估值低不代表上线，还是一个比较边缘的市场。

@ARKK创新投资追踪:ARKK Investment Tracker position change: Decreased position in SoFi Technologies Inc. by 51,996 shares, the number of shares held decreased 0.88% compared to the previous period and now represents 1.23% of the total position.

@ARKG基因组革命投资追踪:ARKG Investment Tracker position change: Increased position in Intellia Therapeutics by 18,198 shares, the number of shares held increased 0.59% compared to the previous period and now represents 3.81% of the total position.

@ARKG基因组革命投资追踪:ARKG Investment Tracker position change: Increased position in Regeneron Pharmaceuticals by 84 shares, the number of shares held increased 0.57% compared to the previous period and now represents 0.94% of the total position.

@ARKK创新投资追踪:ARKK Investment Tracker position change: Decreased position in Beam Therapeutics, Inc. by 40,635 shares, the number of shares held decreased 0.88% compared to the previous period and now represents 1.89% of the total position.

@ARKG基因组革命投资追踪:ARKG Investment Tracker position change: Increased position in Beam Therapeutics, Inc. by 11,172 shares, the number of shares held increased 0.59% compared to the previous period and now represents 4.07% of the total position.

@ARKK创新投资追踪:ARKK Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 51,450 shares, the number of shares held decreased 0.88% compared to the previous period and now represents 5.39% of the total position.

@ARKG基因组革命投资追踪:ARKG Investment Tracker position change: Increased position in Recursion Pharmaceuticals, Inc. by 76,110 shares, the number of shares held increased 0.59% compared to the previous period and now represents 7.28% of the total position.

@ARKK创新投资追踪:ARKK Investment Tracker position change: Decreased position in Recursion Pharmaceuticals, Inc. by 169,134 shares, the number of shares held decreased 0.88% compared to the previous period and now represents 2.07% of the total position.

@ARKG基因组革命投资追踪:ARKG Investment Tracker position change: Increased position in Pacific Biosciences of California by 76,290 shares, the number of shares held increased 0.59% compared to the previous period and now represents 1.96% of the total position.