雪花朵朵开的个人主页 - 老虎社区

雪花朵朵开

雪花朵朵开

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IP属地：浙江

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雪花朵朵开

2022-08-11

印象最深刻的就是这几年不管国内国外其实都是竟争异常激烈，没有谁可以随随便便成功。赤子城的年轻人们值得期待

雪花朵朵开

2022-01-17

$美团-W(03690)$。

雪花朵朵开

2022-05-13

1. 2014年 2.TIGR 3.100股 4.1股 5.星展集团 6. 500个 7.WTI 8. 5次 9. A 10. A@乘枫破浪 @员力觉醒 @我是大夫 @宝新金融 @Anzhuo @cxj @房东经济学 @郝医生 @贫民窟的大富翁本人 @在妖风阵阵中冷静 @总涨 @满投财经

@小虎活动:【有奖活动】第一届老虎杯头脑王者大赛开始啦

雪花朵朵开

2022-02-14

这篇文章不错，转发给大家看

@OptionPlus:如何用期权玩转财报季（6）：连高盛都推荐跨式期权了！

雪花朵朵开

2022-02-06

$阿尔法和欧米伽半导体(AOSL)$。

雪花朵朵开

2022-02-14

$阿里巴巴-SW(09988)$f

雪花朵朵开

2022-02-13

$富途控股(FUTU)$j

雪花朵朵开

2022-02-09

$阿尔法和欧米伽半导体(AOSL)$。

雪花朵朵开

2022-02-08

这篇文章不错，转发给大家看

@漫投资:PayPal有机会上演 Netflix反转剧情吗？

雪花朵朵开

2023-01-22

2023年可能是未来最好的一年$特斯拉(TSLA)$

雪花朵朵开

2022-02-09

$阿里巴巴-SW(09988)$。

雪花朵朵开

2022-02-01

$Winc, Inc.(WBEV)$。

雪花朵朵开

2022-02-14

这篇文章不错，转发给大家看

@Iverson:越南股指竟跑赢美股，原来我们输的不只有足球

雪花朵朵开

2022-02-12

$美团-W(03690)$l

雪花朵朵开

2022-02-06

$阿里巴巴-SW(09988)$。

雪花朵朵开

2022-02-06

这篇文章不错，转发给大家看

@Ivan_甘灿荣:本周美联储会议重磅上场，谨防原油的突然逼仓

雪花朵朵开

2022-01-10

$IceCure Medical Ltd.(ICCM)$@

雪花朵朵开

2022-12-14

[愤怒] [难过] [无语]

雪花朵朵开

2022-02-14

h

@OptionPlus:盘整半年，中概股的机会在哪里？

雪花朵朵开

2022-02-05

$IceCure Medical Ltd.(ICCM)$。

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/AOSL\">$阿尔法和欧米伽半导体(AOSL)$</a>。","text":"$阿尔法和欧米伽半导体(AOSL)$。","images":[{"img":"https://static.tigerbbs.com/c7b91d66450d0e510cfd118e447fee24","width":"1080","height":"1964"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631043370","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633434412,"gmtCreate":1644279440139,"gmtModify":1644279440139,"author":{"id":"3583135976468078","authorId":"3583135976468078","name":"雪花朵朵开","avatar":"https://static.tigerbbs.com/fc4759699971eb61fbead8e1360a9e2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583135976468078","authorIdStr":"3583135976468078"},"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":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/633434412","repostId":"633155037","repostType":1,"repost":{"id":633155037,"gmtCreate":1643884373331,"gmtModify":1643897617370,"author":{"id":"3451627561239325","authorId":"3451627561239325","name":"漫投资","avatar":"https://static.tigerbbs.com/84032dec87e05e119903d285a35661a1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3451627561239325","authorIdStr":"3451627561239325"},"themes":[],"title":"PayPal有机会上演 Netflix反转剧情吗？","htmlText":"大过年的互联网巨头们相继发财报，第一个爆雷的巨头要算是Netflix，财报后股价大跌20%，但是后续在潘兴资本Ackman和奈飞老大的抄底中，股价极速反弹，从最低点已经向上反弹30%，很多人估计都拍断大腿大喊错过，不着急，这财报相继爆雷的有点多，一个一个分析，看看还有没有捡便宜的机会。先看同样和Netflix同属疫情受益股的电子支付巨头PayPal。👛 TPV总交易量是评估数字钱包的核心数据，表明有多少交易在该服务上进行 TPV达到3400亿，增速23%，剔除eBay有3300亿，增速27% P2P交易量增长19%达到930亿，TPV占比27% Venmo的交易量增长29%到610亿，21年全年交易量增长44%达到2300亿，参考Block Q3财报里Cash App 交易规模来判断Venmo的规模 ☁️ 收入 收入69.18亿，增速13%，剔除eBay收入67亿，增速22%，说明eBay收入2亿，占比只有3% 交易收入增长12%，剔除eBay增长22% OVAS增值服务收入增长25% 🔧 费用 交易费用增长47%，运营费用30.5%略有下降，但整体的Non-GAAP运营利润率21.8%，GAAP运营利润率15.2%，运营利润率从Q2就开始持续下降，这也是也影响股价的主要原因之一 💰 盈利 Non-GAAP EPS达到1.11美元，2021年全年4.6美元，增速19% GAAP EPS 0.68美元，包括投资损失的0.18美元 典型的的增收不增利 👩 活跃账户 Q4活跃用户数达到4.26亿，包括3400万的商户 Q4新增980万活跃用户数，其中320万是通过收购Paidy获得的，那么实际新增就是660万，用户新增环比下降一半 在财报会议中，还对于去年提到的中期活跃用户7.5亿的目标改口为是不合适的。说明获客出了严重的问题 🍬 用户粘性 交易数量53亿，同比21%，TPV增速","listText":"大过年的互联网巨头们相继发财报，第一个爆雷的巨头要算是Netflix，财报后股价大跌20%，但是后续在潘兴资本Ackman和奈飞老大的抄底中，股价极速反弹，从最低点已经向上反弹30%，很多人估计都拍断大腿大喊错过，不着急，这财报相继爆雷的有点多，一个一个分析，看看还有没有捡便宜的机会。先看同样和Netflix同属疫情受益股的电子支付巨头PayPal。👛 TPV总交易量是评估数字钱包的核心数据，表明有多少交易在该服务上进行 TPV达到3400亿，增速23%，剔除eBay有3300亿，增速27% P2P交易量增长19%达到930亿，TPV占比27% Venmo的交易量增长29%到610亿，21年全年交易量增长44%达到2300亿，参考Block Q3财报里Cash App 交易规模来判断Venmo的规模 ☁️ 收入 收入69.18亿，增速13%，剔除eBay收入67亿，增速22%，说明eBay收入2亿，占比只有3% 交易收入增长12%，剔除eBay增长22% OVAS增值服务收入增长25% 🔧 费用 交易费用增长47%，运营费用30.5%略有下降，但整体的Non-GAAP运营利润率21.8%，GAAP运营利润率15.2%，运营利润率从Q2就开始持续下降，这也是也影响股价的主要原因之一 💰 盈利 Non-GAAP EPS达到1.11美元，2021年全年4.6美元，增速19% GAAP EPS 0.68美元，包括投资损失的0.18美元 典型的的增收不增利 👩 活跃账户 Q4活跃用户数达到4.26亿，包括3400万的商户 Q4新增980万活跃用户数，其中320万是通过收购Paidy获得的，那么实际新增就是660万，用户新增环比下降一半 在财报会议中，还对于去年提到的中期活跃用户7.5亿的目标改口为是不合适的。说明获客出了严重的问题 🍬 用户粘性 交易数量53亿，同比21%，TPV增速","text":"大过年的互联网巨头们相继发财报，第一个爆雷的巨头要算是Netflix，财报后股价大跌20%，但是后续在潘兴资本Ackman和奈飞老大的抄底中，股价极速反弹，从最低点已经向上反弹30%，很多人估计都拍断大腿大喊错过，不着急，这财报相继爆雷的有点多，一个一个分析，看看还有没有捡便宜的机会。先看同样和Netflix同属疫情受益股的电子支付巨头PayPal。👛 TPV总交易量是评估数字钱包的核心数据，表明有多少交易在该服务上进行 TPV达到3400亿，增速23%，剔除eBay有3300亿，增速27% P2P交易量增长19%达到930亿，TPV占比27% Venmo的交易量增长29%到610亿，21年全年交易量增长44%达到2300亿，参考Block Q3财报里Cash App 交易规模来判断Venmo的规模 ☁️ 收入 收入69.18亿，增速13%，剔除eBay收入67亿，增速22%，说明eBay收入2亿，占比只有3% 交易收入增长12%，剔除eBay增长22% OVAS增值服务收入增长25% 🔧 费用 交易费用增长47%，运营费用30.5%略有下降，但整体的Non-GAAP运营利润率21.8%，GAAP运营利润率15.2%，运营利润率从Q2就开始持续下降，这也是也影响股价的主要原因之一 💰 盈利 Non-GAAP EPS达到1.11美元，2021年全年4.6美元，增速19% GAAP EPS 0.68美元，包括投资损失的0.18美元 典型的的增收不增利 👩 活跃账户 Q4活跃用户数达到4.26亿，包括3400万的商户 Q4新增980万活跃用户数，其中320万是通过收购Paidy获得的，那么实际新增就是660万，用户新增环比下降一半 在财报会议中，还对于去年提到的中期活跃用户7.5亿的目标改口为是不合适的。说明获客出了严重的问题 🍬 用户粘性 交易数量53亿，同比21%，TPV增速","images":[{"img":"https://static.tigerbbs.com/5a7fc8925ced7bba6f0bc5a0a487a5ef","width":"600","height":"330"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633155037","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626508847,"gmtCreate":1674363403789,"gmtModify":1674364846676,"author":{"id":"3583135976468078","authorId":"3583135976468078","name":"雪花朵朵开","avatar":"https://static.tigerbbs.com/fc4759699971eb61fbead8e1360a9e2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583135976468078","authorIdStr":"3583135976468078"},"themes":[],"htmlText":"2023年可能是未来最好的一年<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","listText":"2023年可能是未来最好的一年<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","text":"2023年可能是未来最好的一年$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/1e9f6965d5014a049b286aa67a8249a1","width":"360","height":"360"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/626508847","isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3434856725537727","authorId":"3434856725537727","name":"张莽","avatar":"https://static.tigerbbs.com/4f3c8be678884a3b8447a9227074abd9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3434856725537727","authorIdStr":"3434856725537727"},"content":"我也是这样觉得的，我潜伏了几年的投资应该今年会财源滚滚来了，","text":"我也是这样觉得的，我潜伏了几年的投资应该今年会财源滚滚来了，","html":"我也是这样觉得的，我潜伏了几年的投资应该今年会财源滚滚来了，"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":631043900,"gmtCreate":1644402028490,"gmtModify":1644402028490,"author":{"id":"3583135976468078","authorId":"3583135976468078","name":"雪花朵朵开","avatar":"https://static.tigerbbs.com/fc4759699971eb61fbead8e1360a9e2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583135976468078","authorIdStr":"3583135976468078"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>。","text":"$阿里巴巴-SW(09988)$。","images":[{"img":"https://static.tigerbbs.com/3be30eb17f7855f762b580d15cb2d5ef","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631043900","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633922557,"gmtCreate":1643695425180,"gmtModify":1643695425180,"author":{"id":"3583135976468078","authorId":"3583135976468078","name":"雪花朵朵开","avatar":"https://static.tigerbbs.com/fc4759699971eb61fbead8e1360a9e2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583135976468078","authorIdStr":"3583135976468078"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WBEV\">$Winc, Inc.(WBEV)$</a>。","listText":"<a href=\"https://laohu8.com/S/WBEV\">$Winc, Inc.(WBEV)$</a>。","text":"$Winc, Inc.(WBEV)$。","images":[{"img":"https://static.tigerbbs.com/ce34f40cc9922537e22c6c8587585465","width":"1080","height":"2055"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/633922557","isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":631563892,"gmtCreate":1644833971906,"gmtModify":1644833971906,"author":{"id":"3583135976468078","authorId":"3583135976468078","name":"雪花朵朵开","avatar":"https://static.tigerbbs.com/fc4759699971eb61fbead8e1360a9e2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583135976468078","authorIdStr":"3583135976468078"},"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":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631563892","repostId":"633739070","repostType":1,"repost":{"id":633739070,"gmtCreate":1644314423724,"gmtModify":1644807756405,"author":{"id":"3455059019369891","authorId":"3455059019369891","name":"Iverson","avatar":"https://static.tigerbbs.com/0fa68ce61d88742ab3622a5f7f8d6ff9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455059019369891","authorIdStr":"3455059019369891"},"themes":[],"title":"越南股指竟跑赢美股，原来我们输的不只有足球","htmlText":"关键的世界杯12强赛，世界排名第74的中国遭遇到世界排名第98的越南，原本是一场非赢不可的比赛，很难相信最终比分会定格在1：3，中国队完败。 中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","listText":"关键的世界杯12强赛，世界排名第74的中国遭遇到世界排名第98的越南，原本是一场非赢不可的比赛，很难相信最终比分会定格在1：3，中国队完败。 中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","text":"关键的世界杯12强赛，世界排名第74的中国遭遇到世界排名第98的越南，原本是一场非赢不可的比赛，很难相信最终比分会定格在1：3，中国队完败。 中越一役又一次揭露了20多年来中国足球的现状：瘫痪的青训，薄弱的青少年基础，全国不到一万的注册运动员，以及身边屈指可数的足球场。 赛后，知名足球解说刘建宏的一段话被热传，暗讽不仅足球输了，股指在这几年也跑输越南。那一天，中国足球与暴跌的A股“交相辉映”。 回看过去五年（2017-2021），能跑赢美指的并不多见，越南胡志明指数就是其中一个。期间，美股标普500指数上涨112%，越南胡志明指数VNINDEX上涨129%，而上证指数5年间只涨了可怜的17.2%。 越南是东南亚最有发展前景的国家之一。过去几年，人口红利、政策红利吸引中国等其他国家在越南设厂，带动该国经济持续高增长（GDP增速在6%-7%之间），企业盈利逐步释放。宽松政策周期搭配上强劲的经济增长，吸引了大量增量资金进入，使得越南胡志明指数领涨全球的新兴市场。 那么作为散户，如何享受越南高增长红利，更好的投资越南呢？最好的办法就是直接购买指数ETF。 虽然还有一些其他新兴市场ETF也持有少量越南股票，但目前表现最好的越南ETF是VanEck Vectors越南ETF(VNM)，VNM是投资者在美股市场可能找到的唯一纯越南ETF。该基金跟踪MVIS越南指数MSCI Vietname Index，该指数反映了在越南运营的最大、流动性最强的公司的业绩。 VNM是一种多头ETF，投资于各种市值的股票。该指数包括了在越南和其他地方注册的公司，但这些公司至少有50%的收入来自越南。其中，大约超过三分之二公司注册在越南，另外20%的注册在韩国。房地产行业在该基金中所占比重最大，接近净资产的28%。该基金遵循混合策略，投资于成长和价值股。 值得注意的是，这里的MVIS越南指数是由摩根士丹利编制","images":[{"img":"https://static.tigerbbs.com/4ecf442343528d35f57db9d5ea884c67","width":"828","height":"615"},{"img":"https://static.tigerbbs.com/fa3b17eaf48f8494613c71f2893ac330","width":"562","height":"375"},{"img":"https://static.tigerbbs.com/152c4a23493bc50d3fb1803091c37c66","width":"669","height":"457"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633739070","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631617232,"gmtCreate":1644642787567,"gmtModify":1644642787567,"author":{"id":"3583135976468078","authorId":"3583135976468078","name":"雪花朵朵开","avatar":"https://static.tigerbbs.com/fc4759699971eb61fbead8e1360a9e2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583135976468078","authorIdStr":"3583135976468078"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>l","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>l","text":"$美团-W(03690)$l","images":[{"img":"https://static.tigerbbs.com/34f08756dfb6a9f5f9ceaac0804d0767","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631617232","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633286475,"gmtCreate":1644129253298,"gmtModify":1644129253298,"author":{"id":"3583135976468078","authorId":"3583135976468078","name":"雪花朵朵开","avatar":"https://static.tigerbbs.com/fc4759699971eb61fbead8e1360a9e2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583135976468078","authorIdStr":"3583135976468078"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>。","text":"$阿里巴巴-SW(09988)$。","images":[{"img":"https://static.tigerbbs.com/ec62b45b47669eebd47e8ad0fe202249","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633286475","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633286607,"gmtCreate":1644129196312,"gmtModify":1644129196312,"author":{"id":"3583135976468078","authorId":"3583135976468078","name":"雪花朵朵开","avatar":"https://static.tigerbbs.com/fc4759699971eb61fbead8e1360a9e2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583135976468078","authorIdStr":"3583135976468078"},"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":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633286607","repostId":"630559307","repostType":1,"repost":{"id":630559307,"gmtCreate":1642994922868,"gmtModify":1643000360204,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"本周美联储会议重磅上场，谨防原油的突然逼仓","htmlText":"本周将迎来今年首次的美联储议息会议，按以往的惯例，美联储通常不会在季度月以外的议息会议中宣布加息，所以市场关注的焦点一般都在会议结束后的政策措辞上。 由于市场已经对3月加息有充足预期，由加息3次-4次甚至到7次都有较充分的定价，所以理论上来说，美联储如果只是嘴炮的话，那几乎对市场影响不大。但鉴于目前的高通胀预期，美联储议息会议会否出现意料之外，来一次提前加息呢？ 一、“死给你看”的美股 今年美股开场可谓让人出乎意料地弱势，很难想象加息预期会对美股的影响如此强烈。但其它大宗商品却对加息视而不见，纷纷继续上涨，尤其是原油，拜登政府高调打压+美联储打压均未能阻止油价上涨，反而原油节节新高。那即意味着，市场认为加息其实对打压通胀毫无帮助，但反而阻碍经济复苏。这就与美联储期望的结果完全相反，加息和缩表将会冲击经济，所以美股先跌为敬，甚至可能影响1月份美联储议息会议的措辞转鸽派。 救还是不救股市，这都是个问题。跌穿年线，美股通常都会伴随一波中级调整，而当前年线标普的位置在4300点附近，能否抗住就看议息会议的结果了。打算抄底超跌反弹的朋友，可在该位置附近布局。由于2022年是全球股市容易发生共振的年份，因此博不博反弹就看各位的偏好了。 二、“准备突破”的黄金？ 上两周的前瞻帖子就跟大家讨论过黄金的走势情况，现在就来到了关键时点。 是突破挑战前高？ 还是再一次沉沦？ 估计就看这次议息会议的结果了，鸽派突破上涨，强硬鹰派方向下跌。在此我并没有方向上的预期，所以策略上，大家可以双买期权博一下方向。而且这次的方向确定后，估计走势会维持至3月份，所以喜欢做黄金的朋友请务必重视。 三、提防逼仓的原油 当前WTI原油合约间的价差已经拉得比较开，0-12月合约价差在10%。历史极值可以高达20%-30%，但通常都在极度事件和战争背景下发生。而目前美国与俄罗斯及乌克兰的关系会否升温至该阶段？最少大家要保","listText":"本周将迎来今年首次的美联储议息会议，按以往的惯例，美联储通常不会在季度月以外的议息会议中宣布加息，所以市场关注的焦点一般都在会议结束后的政策措辞上。 由于市场已经对3月加息有充足预期，由加息3次-4次甚至到7次都有较充分的定价，所以理论上来说，美联储如果只是嘴炮的话，那几乎对市场影响不大。但鉴于目前的高通胀预期，美联储议息会议会否出现意料之外，来一次提前加息呢？ 一、“死给你看”的美股 今年美股开场可谓让人出乎意料地弱势，很难想象加息预期会对美股的影响如此强烈。但其它大宗商品却对加息视而不见，纷纷继续上涨，尤其是原油，拜登政府高调打压+美联储打压均未能阻止油价上涨，反而原油节节新高。那即意味着，市场认为加息其实对打压通胀毫无帮助，但反而阻碍经济复苏。这就与美联储期望的结果完全相反，加息和缩表将会冲击经济，所以美股先跌为敬，甚至可能影响1月份美联储议息会议的措辞转鸽派。 救还是不救股市，这都是个问题。跌穿年线，美股通常都会伴随一波中级调整，而当前年线标普的位置在4300点附近，能否抗住就看议息会议的结果了。打算抄底超跌反弹的朋友，可在该位置附近布局。由于2022年是全球股市容易发生共振的年份，因此博不博反弹就看各位的偏好了。 二、“准备突破”的黄金？ 上两周的前瞻帖子就跟大家讨论过黄金的走势情况，现在就来到了关键时点。 是突破挑战前高？ 还是再一次沉沦？ 估计就看这次议息会议的结果了，鸽派突破上涨，强硬鹰派方向下跌。在此我并没有方向上的预期，所以策略上，大家可以双买期权博一下方向。而且这次的方向确定后，估计走势会维持至3月份，所以喜欢做黄金的朋友请务必重视。 三、提防逼仓的原油 当前WTI原油合约间的价差已经拉得比较开，0-12月合约价差在10%。历史极值可以高达20%-30%，但通常都在极度事件和战争背景下发生。而目前美国与俄罗斯及乌克兰的关系会否升温至该阶段？最少大家要保","text":"本周将迎来今年首次的美联储议息会议，按以往的惯例，美联储通常不会在季度月以外的议息会议中宣布加息，所以市场关注的焦点一般都在会议结束后的政策措辞上。 由于市场已经对3月加息有充足预期，由加息3次-4次甚至到7次都有较充分的定价，所以理论上来说，美联储如果只是嘴炮的话，那几乎对市场影响不大。但鉴于目前的高通胀预期，美联储议息会议会否出现意料之外，来一次提前加息呢？ 一、“死给你看”的美股 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[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623989605","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":631563330,"gmtCreate":1644833957639,"gmtModify":1644833957639,"author":{"id":"3583135976468078","authorId":"3583135976468078","name":"雪花朵朵开","avatar":"https://static.tigerbbs.com/fc4759699971eb61fbead8e1360a9e2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583135976468078","authorIdStr":"3583135976468078"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631563330","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,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"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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href=\"https://laohu8.com/S/ICCM\">$IceCure Medical Ltd.(ICCM)$</a>。","listText":"<a href=\"https://laohu8.com/S/ICCM\">$IceCure Medical Ltd.(ICCM)$</a>。","text":"$IceCure Medical Ltd.(ICCM)$。","images":[{"img":"https://static.tigerbbs.com/583b673514963965dbfffc5882d4f640","width":"1080","height":"2055"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633625434","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}