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大黑黑
2022-05-07
666
@话题虎:推特“姓马”了,马斯克却可能要破产了,你怎么看
大黑黑
2022-05-07
666
@OptionPlus:Twitter:年度最确定的期权机会再现!
大黑黑
2022-05-07
666
@至简量化:国家真的开始在意股民了
大黑黑
2022-05-07
$福联盛(J2T.SI)$
666
大黑黑
2022-05-06
$瑞银(UBS)$
666
大黑黑
2022-05-06
$英利国际置业股份有限公司(5DM.SI)$
666
大黑黑
2022-05-05
6666
@Kevin的投资探索: 木头姐:你们都错了,美联储政策, 不是大家想的那样的 ARKK/ZM
大黑黑
2022-05-05
6666
@何安迪:俄罗斯寡头接连惨死!先杀全家再自杀,这么巧?
大黑黑
2022-05-05
666
@至简量化:国家真的开始在意股民了
大黑黑
2022-05-05
$瑞银(UBS)$
666
大黑黑
2022-05-04
666
@OptionPlus:Twitter:年度最确定的期权机会再现!
大黑黑
2022-05-04
666
@话题虎:推特“姓马”了,马斯克却可能要破产了,你怎么看
大黑黑
2022-05-04
666
@Buy_Sell:🔥【4月27日】美股暴跌!纳指深陷熊市创年内新低,今天买点啥
大黑黑
2022-05-04
$瑞银(UBS)$
666
大黑黑
2022-05-03
666
@话题虎:推特“姓马”了,马斯克却可能要破产了,你怎么看
大黑黑
2022-05-03
666
@何安迪:俄罗斯寡头接连惨死!先杀全家再自杀,这么巧?
大黑黑
2022-05-03
666
@至简量化:国家真的开始在意股民了
大黑黑
2022-05-03
6666
@至简量化:国家真的开始在意股民了
大黑黑
2022-05-02
666
@话题虎:推特“姓马”了,马斯克却可能要破产了,你怎么看
大黑黑
2022-05-02
9666
@OptionPlus:Twitter:年度最确定的期权机会再现!
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为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","listText":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","text":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","images":[{"img":"https://static.tigerbbs.com/24a2dd27b87178d73b7ca89d92fb0759","width":"839","height":"469"},{"img":"https://static.tigerbbs.com/3e8765b1202e76a7f14ef036f9eef07d","width":"519","height":"381"},{"img":"https://static.tigerbbs.com/4603b5d1919adc66596e077a12a1421d","width":"225","height":"225"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618202911","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616413293,"gmtCreate":1651886727012,"gmtModify":1651886727964,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616413293","repostId":"618810672","repostType":1,"repost":{"id":618810672,"gmtCreate":1650958392275,"gmtModify":1650961755250,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Twitter:年度最确定的期权机会再现!","htmlText":"<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> 怂了!短短10天从释放毒丸计划到同意MUSK的收购。都可以想象这个画面,Twitter股东们急了,要是MUSK放弃了收购,那Twitter可能再也没机会见$50之上的价格。 在收购没有落地之前的期权策略,请参考我上一篇文章:<a href=\"https://laohu8.com/TW/611925601\" target=\"_blank\">Twitter期权交易的复盘与思考</a> 既然收购意向达成了,那么就剩下时间问题,在这个等待过程中,卖Twitter的期权成为近期波动市场当中最好的交易策略,可以即卖CALL也卖PUT,即卖跨式期权,其实就是赚IV衰减的钱。 昨天盘前传出即将达成协议,空穴不来风,下图是我昨晚开仓的卖$55 CALL,其实昨晚开盘给别的事儿耽误了,没有卖在价格最好的价格。卖CALL的价格选择,收购价格在$54.2,最安全的当然是$55,但是$54也一点问题都没有,我之前说过,在收购正式成功钱市场价格对比收购价格会有一个折扣。就算极端情况,以闪电的速度完成收购,卖$54的CALL不巧被行权相当于$54做空了Twitter,收购价格$54.2,正股每股亏$0.2,但是权利金一定是能补回这个损失。 展示TWTR后面两周到期的行权价$54和$55的CALL 权利金。以上是卖CALL的一侧,当然可以同时也卖PUT。卖多少钱的PUT呢? 按照$54.2 *0.9 = $48.78,就是$49以内的PUT,如果因为市场暴跌而行权就接盘坐等收购完成不会亏损,如果真不想行权就卖再低一点,比如打8折到$46。 以下展示未来两周到期的TWTR $46 - $49的PUT的权利金。作为愿意承担一定被行权风险的我,会选择卖","listText":"<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> 怂了!短短10天从释放毒丸计划到同意MUSK的收购。都可以想象这个画面,Twitter股东们急了,要是MUSK放弃了收购,那Twitter可能再也没机会见$50之上的价格。 在收购没有落地之前的期权策略,请参考我上一篇文章:<a href=\"https://laohu8.com/TW/611925601\" target=\"_blank\">Twitter期权交易的复盘与思考</a> 既然收购意向达成了,那么就剩下时间问题,在这个等待过程中,卖Twitter的期权成为近期波动市场当中最好的交易策略,可以即卖CALL也卖PUT,即卖跨式期权,其实就是赚IV衰减的钱。 昨天盘前传出即将达成协议,空穴不来风,下图是我昨晚开仓的卖$55 CALL,其实昨晚开盘给别的事儿耽误了,没有卖在价格最好的价格。卖CALL的价格选择,收购价格在$54.2,最安全的当然是$55,但是$54也一点问题都没有,我之前说过,在收购正式成功钱市场价格对比收购价格会有一个折扣。就算极端情况,以闪电的速度完成收购,卖$54的CALL不巧被行权相当于$54做空了Twitter,收购价格$54.2,正股每股亏$0.2,但是权利金一定是能补回这个损失。 展示TWTR后面两周到期的行权价$54和$55的CALL 权利金。以上是卖CALL的一侧,当然可以同时也卖PUT。卖多少钱的PUT呢? 按照$54.2 *0.9 = $48.78,就是$49以内的PUT,如果因为市场暴跌而行权就接盘坐等收购完成不会亏损,如果真不想行权就卖再低一点,比如打8折到$46。 以下展示未来两周到期的TWTR $46 - $49的PUT的权利金。作为愿意承担一定被行权风险的我,会选择卖","text":"$Twitter(TWTR)$ 怂了!短短10天从释放毒丸计划到同意MUSK的收购。都可以想象这个画面,Twitter股东们急了,要是MUSK放弃了收购,那Twitter可能再也没机会见$50之上的价格。 在收购没有落地之前的期权策略,请参考我上一篇文章:Twitter期权交易的复盘与思考 既然收购意向达成了,那么就剩下时间问题,在这个等待过程中,卖Twitter的期权成为近期波动市场当中最好的交易策略,可以即卖CALL也卖PUT,即卖跨式期权,其实就是赚IV衰减的钱。 昨天盘前传出即将达成协议,空穴不来风,下图是我昨晚开仓的卖$55 CALL,其实昨晚开盘给别的事儿耽误了,没有卖在价格最好的价格。卖CALL的价格选择,收购价格在$54.2,最安全的当然是$55,但是$54也一点问题都没有,我之前说过,在收购正式成功钱市场价格对比收购价格会有一个折扣。就算极端情况,以闪电的速度完成收购,卖$54的CALL不巧被行权相当于$54做空了Twitter,收购价格$54.2,正股每股亏$0.2,但是权利金一定是能补回这个损失。 展示TWTR后面两周到期的行权价$54和$55的CALL 权利金。以上是卖CALL的一侧,当然可以同时也卖PUT。卖多少钱的PUT呢? 按照$54.2 *0.9 = $48.78,就是$49以内的PUT,如果因为市场暴跌而行权就接盘坐等收购完成不会亏损,如果真不想行权就卖再低一点,比如打8折到$46。 以下展示未来两周到期的TWTR $46 - $49的PUT的权利金。作为愿意承担一定被行权风险的我,会选择卖","images":[{"img":"https://static.tigerbbs.com/f9c8ff6f5dfc28235f5d5346fe18b10d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/10162ffcb0a20d6f2a820d1204de1451","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/67c0cf691b0301d9dfe255d106378f78","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618810672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616413650,"gmtCreate":1651886720070,"gmtModify":1651886721019,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616413650","repostId":"616062571","repostType":1,"repost":{"id":616062571,"gmtCreate":1651240777550,"gmtModify":1717889231211,"author":{"id":"3557224745692662","authorId":"3557224745692662","name":"至简量化","avatar":"https://static.tigerbbs.com/f0c1a2d371c05daf7eafaa99003bcaa4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"国家真的开始在意股民了","htmlText":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","listText":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 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1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","text":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","images":[{"img":"https://static.tigerbbs.com/979d287e3bd2cad4e23c7938a5e47db1","width":"414","height":"361"},{"img":"https://static.tigerbbs.com/dcd2023892e6d788ef7ab2a7dd8c7fc2","width":"553","height":"418"},{"img":"https://static.tigerbbs.com/d9565349a945f1298063db8848f3a178","width":"553","height":"322"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616062571","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616694198,"gmtCreate":1651722542398,"gmtModify":1651722542605,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/UBS\">$瑞银(UBS)$</a>666","text":"$瑞银(UBS)$666","images":[{"img":"https://static.tigerbbs.com/256cbc8f89698589ed50214aa8df8777","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616694198","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":616800783,"gmtCreate":1651636569528,"gmtModify":1651636569706,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616800783","repostId":"618810672","repostType":1,"repost":{"id":618810672,"gmtCreate":1650958392275,"gmtModify":1650961755250,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Twitter:年度最确定的期权机会再现!","htmlText":"<a 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href=\"https://laohu8.com/TW/611925601\" target=\"_blank\">Twitter期权交易的复盘与思考</a> 既然收购意向达成了,那么就剩下时间问题,在这个等待过程中,卖Twitter的期权成为近期波动市场当中最好的交易策略,可以即卖CALL也卖PUT,即卖跨式期权,其实就是赚IV衰减的钱。 昨天盘前传出即将达成协议,空穴不来风,下图是我昨晚开仓的卖$55 CALL,其实昨晚开盘给别的事儿耽误了,没有卖在价格最好的价格。卖CALL的价格选择,收购价格在$54.2,最安全的当然是$55,但是$54也一点问题都没有,我之前说过,在收购正式成功钱市场价格对比收购价格会有一个折扣。就算极端情况,以闪电的速度完成收购,卖$54的CALL不巧被行权相当于$54做空了Twitter,收购价格$54.2,正股每股亏$0.2,但是权利金一定是能补回这个损失。 展示TWTR后面两周到期的行权价$54和$55的CALL 权利金。以上是卖CALL的一侧,当然可以同时也卖PUT。卖多少钱的PUT呢? 按照$54.2 *0.9 = $48.78,就是$49以内的PUT,如果因为市场暴跌而行权就接盘坐等收购完成不会亏损,如果真不想行权就卖再低一点,比如打8折到$46。 以下展示未来两周到期的TWTR $46 - $49的PUT的权利金。作为愿意承担一定被行权风险的我,会选择卖","text":"$Twitter(TWTR)$ 怂了!短短10天从释放毒丸计划到同意MUSK的收购。都可以想象这个画面,Twitter股东们急了,要是MUSK放弃了收购,那Twitter可能再也没机会见$50之上的价格。 在收购没有落地之前的期权策略,请参考我上一篇文章:Twitter期权交易的复盘与思考 既然收购意向达成了,那么就剩下时间问题,在这个等待过程中,卖Twitter的期权成为近期波动市场当中最好的交易策略,可以即卖CALL也卖PUT,即卖跨式期权,其实就是赚IV衰减的钱。 昨天盘前传出即将达成协议,空穴不来风,下图是我昨晚开仓的卖$55 CALL,其实昨晚开盘给别的事儿耽误了,没有卖在价格最好的价格。卖CALL的价格选择,收购价格在$54.2,最安全的当然是$55,但是$54也一点问题都没有,我之前说过,在收购正式成功钱市场价格对比收购价格会有一个折扣。就算极端情况,以闪电的速度完成收购,卖$54的CALL不巧被行权相当于$54做空了Twitter,收购价格$54.2,正股每股亏$0.2,但是权利金一定是能补回这个损失。 展示TWTR后面两周到期的行权价$54和$55的CALL 权利金。以上是卖CALL的一侧,当然可以同时也卖PUT。卖多少钱的PUT呢? 按照$54.2 *0.9 = $48.78,就是$49以内的PUT,如果因为市场暴跌而行权就接盘坐等收购完成不会亏损,如果真不想行权就卖再低一点,比如打8折到$46。 以下展示未来两周到期的TWTR $46 - 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为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","listText":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","text":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","images":[{"img":"https://static.tigerbbs.com/24a2dd27b87178d73b7ca89d92fb0759","width":"839","height":"469"},{"img":"https://static.tigerbbs.com/3e8765b1202e76a7f14ef036f9eef07d","width":"519","height":"381"},{"img":"https://static.tigerbbs.com/4603b5d1919adc66596e077a12a1421d","width":"225","height":"225"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618202911","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616800508,"gmtCreate":1651636553405,"gmtModify":1651636553582,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616800508","repostId":"618658233","repostType":1,"repost":{"id":618658233,"gmtCreate":1651026611971,"gmtModify":1651065852130,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🔥【4月27日】美股暴跌!纳指深陷熊市创年内新低,今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月27日讯,隔夜美股大跌,港股三大指数集体低开,恒指跌1.06%,国指跌0.97%,恒生科技指数跌1.27%。 盘面上,大型科技股普跌<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超2%,<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 、<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌超1%;<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 小幅飘红,内银股继续下跌,<a href=\"https://laohu8.com/S/03968\">$招商银行(03968)$</a> 跌超3%续刷阶段新低,餐饮股、体育用品股、内险股、燃气股、汽车股、家电股纷纷走低,医药股多数下挫,<a href=\"https://laohu8.com/S/02196\">$复星医药(02196)$</a> 、<a href=\"https://laohu8.com/S/09926\">$康方生物-B(09926)$</a> 均跌超5%。另一方面,政策利好,基建类股强势好开,中国中铁涨超4%,中国铁建、中国建材均上涨。<a href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 跌近6%,<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超5%,","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月27日讯,隔夜美股大跌,港股三大指数集体低开,恒指跌1.06%,国指跌0.97%,恒生科技指数跌1.27%。 盘面上,大型科技股普跌<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超2%,<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 、<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌超1%;<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 小幅飘红,内银股继续下跌,<a href=\"https://laohu8.com/S/03968\">$招商银行(03968)$</a> 跌超3%续刷阶段新低,餐饮股、体育用品股、内险股、燃气股、汽车股、家电股纷纷走低,医药股多数下挫,<a href=\"https://laohu8.com/S/02196\">$复星医药(02196)$</a> 、<a href=\"https://laohu8.com/S/09926\">$康方生物-B(09926)$</a> 均跌超5%。另一方面,政策利好,基建类股强势好开,中国中铁涨超4%,中国铁建、中国建材均上涨。<a href=\"https://laohu8.com/S/09901\">$新东方-S(09901)$</a> 跌近6%,<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超5%,","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月27日讯,隔夜美股大跌,港股三大指数集体低开,恒指跌1.06%,国指跌0.97%,恒生科技指数跌1.27%。 盘面上,大型科技股普跌$快手-W(01024)$ 跌超2%,$百度(BIDU)$ 、$网易(NTES)$ 、$腾讯控股(00700)$ 跌超1%;$京东(JD)$ 小幅飘红,内银股继续下跌,$招商银行(03968)$ 跌超3%续刷阶段新低,餐饮股、体育用品股、内险股、燃气股、汽车股、家电股纷纷走低,医药股多数下挫,$复星医药(02196)$ 、$康方生物-B(09926)$ 均跌超5%。另一方面,政策利好,基建类股强势好开,中国中铁涨超4%,中国铁建、中国建材均上涨。$新东方-S(09901)$ 跌近6%,$理想汽车-W(02015)$ 跌超5%,","images":[{"img":"https://static.tigerbbs.com/97b7e6500ecf68c4ad1b960e8a9a77e5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618658233","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616800275,"gmtCreate":1651636541398,"gmtModify":1651636541617,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UBS\">$瑞银(UBS)$</a>666","listText":"<a href=\"https://laohu8.com/S/UBS\">$瑞银(UBS)$</a>666","text":"$瑞银(UBS)$666","images":[{"img":"https://static.tigerbbs.com/7ec73352c0038da2381e0b252ab59bcb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616800275","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":616196911,"gmtCreate":1651550266030,"gmtModify":1651550266558,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616196911","repostId":"618202911","repostType":1,"repost":{"id":618202911,"gmtCreate":1651039451775,"gmtModify":1651044030617,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"推特“姓马”了,马斯克却可能要破产了,你怎么看","htmlText":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","listText":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","text":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","images":[{"img":"https://static.tigerbbs.com/24a2dd27b87178d73b7ca89d92fb0759","width":"839","height":"469"},{"img":"https://static.tigerbbs.com/3e8765b1202e76a7f14ef036f9eef07d","width":"519","height":"381"},{"img":"https://static.tigerbbs.com/4603b5d1919adc66596e077a12a1421d","width":"225","height":"225"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618202911","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616198751,"gmtCreate":1651550223195,"gmtModify":1651550223631,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616198751","repostId":"618891988","repostType":1,"repost":{"id":618891988,"gmtCreate":1650952202936,"gmtModify":1651101670415,"author":{"id":"3568081734360099","authorId":"3568081734360099","name":"何安迪","avatar":"https://static.tigerbbs.com/02c7061d02e3c72d7ce21a375ae80cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"俄罗斯寡头接连惨死!先杀全家再自杀,这么巧?","htmlText":"(本文转载公众号:冰汝看美国) 俄乌冲突持续,影响国际能源市场,油价居高不下。遭受制裁的俄罗斯在能源出口方面也受到大冲击。上周,更是爆出了惊人新闻。两位俄罗斯能源寡头在两天内接连被发现惨死。一个死在西班牙,一个死在俄罗斯。 两位寡头的离奇死亡 18号,警方在莫斯科西南部的一处公寓里发现了3具尸体,死者是现年51岁的俄罗斯天然气工业银行(Gazprombank)前副行长弗拉迪斯拉夫·阿瓦耶夫,以及他47岁的妻子和年仅13岁的女儿,三人都死在家中。他们的尸体最开始是被阿瓦耶夫26岁的女儿Anastasia发现,她几天都联系不到家人后,来到家里查看,却发现了家人的惨死。警方认为,阿瓦耶夫本人就是这场惨案的制造者,他先枪杀了妻女,随后自杀。现场发现房门是从内反锁的,作案所用的枪支则在阿瓦耶夫的手中。 阿瓦耶夫曾在克里姆林宫和国家杜马就职。他工作过的俄罗斯天然气工业银行是俄罗斯“改用卢布结算天然气费用”计划的关键组成部分。目前,为反击西方的制裁,俄罗斯方面要求外国公司在该银行开设账户,并用卢布替代美元,成为交易的结算货币。不过死前,阿瓦耶夫还与这家银行有多少联系,外界并不清楚。 19号,远在2000公里外的西班牙,另一位寡头,现年55岁的谢尔盖·普罗托森亚(Sergei Protosenia)被发现吊死在了住所。和阿瓦耶夫的死亡类似,他的妻子和女儿同样也死在家中。 有报道称,普罗托森亚在法国的儿子在联系不到家人后,报了警。警方随后在加泰罗尼亚Lloret de Mar海滨度假区,普罗托森亚租住的豪宅中发现了一家三口的尸体。这处豪宅是这位寡头租住的。普罗托森亚是在院子里上吊自杀,在他的尸体旁边,发现了沾着血的匕首和斧头。而他53岁的妻子和刚满18岁的女儿就是被这两件凶器杀害的。 警方没有明确指出导致死亡的原因,但有迹象表明,普罗托森亚是在自己的妻女熟睡时杀害了他们,然后上吊自杀身亡","listText":"(本文转载公众号:冰汝看美国) 俄乌冲突持续,影响国际能源市场,油价居高不下。遭受制裁的俄罗斯在能源出口方面也受到大冲击。上周,更是爆出了惊人新闻。两位俄罗斯能源寡头在两天内接连被发现惨死。一个死在西班牙,一个死在俄罗斯。 两位寡头的离奇死亡 18号,警方在莫斯科西南部的一处公寓里发现了3具尸体,死者是现年51岁的俄罗斯天然气工业银行(Gazprombank)前副行长弗拉迪斯拉夫·阿瓦耶夫,以及他47岁的妻子和年仅13岁的女儿,三人都死在家中。他们的尸体最开始是被阿瓦耶夫26岁的女儿Anastasia发现,她几天都联系不到家人后,来到家里查看,却发现了家人的惨死。警方认为,阿瓦耶夫本人就是这场惨案的制造者,他先枪杀了妻女,随后自杀。现场发现房门是从内反锁的,作案所用的枪支则在阿瓦耶夫的手中。 阿瓦耶夫曾在克里姆林宫和国家杜马就职。他工作过的俄罗斯天然气工业银行是俄罗斯“改用卢布结算天然气费用”计划的关键组成部分。目前,为反击西方的制裁,俄罗斯方面要求外国公司在该银行开设账户,并用卢布替代美元,成为交易的结算货币。不过死前,阿瓦耶夫还与这家银行有多少联系,外界并不清楚。 19号,远在2000公里外的西班牙,另一位寡头,现年55岁的谢尔盖·普罗托森亚(Sergei Protosenia)被发现吊死在了住所。和阿瓦耶夫的死亡类似,他的妻子和女儿同样也死在家中。 有报道称,普罗托森亚在法国的儿子在联系不到家人后,报了警。警方随后在加泰罗尼亚Lloret de Mar海滨度假区,普罗托森亚租住的豪宅中发现了一家三口的尸体。这处豪宅是这位寡头租住的。普罗托森亚是在院子里上吊自杀,在他的尸体旁边,发现了沾着血的匕首和斧头。而他53岁的妻子和刚满18岁的女儿就是被这两件凶器杀害的。 警方没有明确指出导致死亡的原因,但有迹象表明,普罗托森亚是在自己的妻女熟睡时杀害了他们,然后上吊自杀身亡","text":"(本文转载公众号:冰汝看美国) 俄乌冲突持续,影响国际能源市场,油价居高不下。遭受制裁的俄罗斯在能源出口方面也受到大冲击。上周,更是爆出了惊人新闻。两位俄罗斯能源寡头在两天内接连被发现惨死。一个死在西班牙,一个死在俄罗斯。 两位寡头的离奇死亡 18号,警方在莫斯科西南部的一处公寓里发现了3具尸体,死者是现年51岁的俄罗斯天然气工业银行(Gazprombank)前副行长弗拉迪斯拉夫·阿瓦耶夫,以及他47岁的妻子和年仅13岁的女儿,三人都死在家中。他们的尸体最开始是被阿瓦耶夫26岁的女儿Anastasia发现,她几天都联系不到家人后,来到家里查看,却发现了家人的惨死。警方认为,阿瓦耶夫本人就是这场惨案的制造者,他先枪杀了妻女,随后自杀。现场发现房门是从内反锁的,作案所用的枪支则在阿瓦耶夫的手中。 阿瓦耶夫曾在克里姆林宫和国家杜马就职。他工作过的俄罗斯天然气工业银行是俄罗斯“改用卢布结算天然气费用”计划的关键组成部分。目前,为反击西方的制裁,俄罗斯方面要求外国公司在该银行开设账户,并用卢布替代美元,成为交易的结算货币。不过死前,阿瓦耶夫还与这家银行有多少联系,外界并不清楚。 19号,远在2000公里外的西班牙,另一位寡头,现年55岁的谢尔盖·普罗托森亚(Sergei Protosenia)被发现吊死在了住所。和阿瓦耶夫的死亡类似,他的妻子和女儿同样也死在家中。 有报道称,普罗托森亚在法国的儿子在联系不到家人后,报了警。警方随后在加泰罗尼亚Lloret de Mar海滨度假区,普罗托森亚租住的豪宅中发现了一家三口的尸体。这处豪宅是这位寡头租住的。普罗托森亚是在院子里上吊自杀,在他的尸体旁边,发现了沾着血的匕首和斧头。而他53岁的妻子和刚满18岁的女儿就是被这两件凶器杀害的。 警方没有明确指出导致死亡的原因,但有迹象表明,普罗托森亚是在自己的妻女熟睡时杀害了他们,然后上吊自杀身亡","images":[{"img":"https://static.tigerbbs.com/502a712e781a918d5e63397c164e4792","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/9ff0fb006a97f428e07e0f7f9ffc4960","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/637b02fd9459fb5fe2c4b0bcab2df481","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618891988","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616198408,"gmtCreate":1651550215425,"gmtModify":1651550215909,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616198408","repostId":"616062571","repostType":1,"repost":{"id":616062571,"gmtCreate":1651240777550,"gmtModify":1717889231211,"author":{"id":"3557224745692662","authorId":"3557224745692662","name":"至简量化","avatar":"https://static.tigerbbs.com/f0c1a2d371c05daf7eafaa99003bcaa4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"国家真的开始在意股民了","htmlText":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","listText":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","text":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","images":[{"img":"https://static.tigerbbs.com/979d287e3bd2cad4e23c7938a5e47db1","width":"414","height":"361"},{"img":"https://static.tigerbbs.com/dcd2023892e6d788ef7ab2a7dd8c7fc2","width":"553","height":"418"},{"img":"https://static.tigerbbs.com/d9565349a945f1298063db8848f3a178","width":"553","height":"322"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616062571","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616198217,"gmtCreate":1651550165085,"gmtModify":1651550165593,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"6666","listText":"6666","text":"6666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616198217","repostId":"616062571","repostType":1,"repost":{"id":616062571,"gmtCreate":1651240777550,"gmtModify":1717889231211,"author":{"id":"3557224745692662","authorId":"3557224745692662","name":"至简量化","avatar":"https://static.tigerbbs.com/f0c1a2d371c05daf7eafaa99003bcaa4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"国家真的开始在意股民了","htmlText":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","listText":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","text":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","images":[{"img":"https://static.tigerbbs.com/979d287e3bd2cad4e23c7938a5e47db1","width":"414","height":"361"},{"img":"https://static.tigerbbs.com/dcd2023892e6d788ef7ab2a7dd8c7fc2","width":"553","height":"418"},{"img":"https://static.tigerbbs.com/d9565349a945f1298063db8848f3a178","width":"553","height":"322"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616062571","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616316060,"gmtCreate":1651464579254,"gmtModify":1651464579452,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616316060","repostId":"618202911","repostType":1,"repost":{"id":618202911,"gmtCreate":1651039451775,"gmtModify":1651044030617,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"推特“姓马”了,马斯克却可能要破产了,你怎么看","htmlText":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","listText":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","text":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了","images":[{"img":"https://static.tigerbbs.com/24a2dd27b87178d73b7ca89d92fb0759","width":"839","height":"469"},{"img":"https://static.tigerbbs.com/3e8765b1202e76a7f14ef036f9eef07d","width":"519","height":"381"},{"img":"https://static.tigerbbs.com/4603b5d1919adc66596e077a12a1421d","width":"225","height":"225"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618202911","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616318743,"gmtCreate":1651464572368,"gmtModify":1651464572609,"author":{"id":"3587038302345728","authorId":"3587038302345728","name":"大黑黑","avatar":"https://static.tigerbbs.com/086c5bbf7dc482ac40a55173cf795941","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"9666","listText":"9666","text":"9666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616318743","repostId":"618810672","repostType":1,"repost":{"id":618810672,"gmtCreate":1650958392275,"gmtModify":1650961755250,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Twitter:年度最确定的期权机会再现!","htmlText":"<a 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href=\"https://laohu8.com/TW/611925601\" target=\"_blank\">Twitter期权交易的复盘与思考</a> 既然收购意向达成了,那么就剩下时间问题,在这个等待过程中,卖Twitter的期权成为近期波动市场当中最好的交易策略,可以即卖CALL也卖PUT,即卖跨式期权,其实就是赚IV衰减的钱。 昨天盘前传出即将达成协议,空穴不来风,下图是我昨晚开仓的卖$55 CALL,其实昨晚开盘给别的事儿耽误了,没有卖在价格最好的价格。卖CALL的价格选择,收购价格在$54.2,最安全的当然是$55,但是$54也一点问题都没有,我之前说过,在收购正式成功钱市场价格对比收购价格会有一个折扣。就算极端情况,以闪电的速度完成收购,卖$54的CALL不巧被行权相当于$54做空了Twitter,收购价格$54.2,正股每股亏$0.2,但是权利金一定是能补回这个损失。 展示TWTR后面两周到期的行权价$54和$55的CALL 权利金。以上是卖CALL的一侧,当然可以同时也卖PUT。卖多少钱的PUT呢? 按照$54.2 *0.9 = $48.78,就是$49以内的PUT,如果因为市场暴跌而行权就接盘坐等收购完成不会亏损,如果真不想行权就卖再低一点,比如打8折到$46。 以下展示未来两周到期的TWTR $46 - $49的PUT的权利金。作为愿意承担一定被行权风险的我,会选择卖","text":"$Twitter(TWTR)$ 怂了!短短10天从释放毒丸计划到同意MUSK的收购。都可以想象这个画面,Twitter股东们急了,要是MUSK放弃了收购,那Twitter可能再也没机会见$50之上的价格。 在收购没有落地之前的期权策略,请参考我上一篇文章:Twitter期权交易的复盘与思考 既然收购意向达成了,那么就剩下时间问题,在这个等待过程中,卖Twitter的期权成为近期波动市场当中最好的交易策略,可以即卖CALL也卖PUT,即卖跨式期权,其实就是赚IV衰减的钱。 昨天盘前传出即将达成协议,空穴不来风,下图是我昨晚开仓的卖$55 CALL,其实昨晚开盘给别的事儿耽误了,没有卖在价格最好的价格。卖CALL的价格选择,收购价格在$54.2,最安全的当然是$55,但是$54也一点问题都没有,我之前说过,在收购正式成功钱市场价格对比收购价格会有一个折扣。就算极端情况,以闪电的速度完成收购,卖$54的CALL不巧被行权相当于$54做空了Twitter,收购价格$54.2,正股每股亏$0.2,但是权利金一定是能补回这个损失。 展示TWTR后面两周到期的行权价$54和$55的CALL 权利金。以上是卖CALL的一侧,当然可以同时也卖PUT。卖多少钱的PUT呢? 按照$54.2 *0.9 = $48.78,就是$49以内的PUT,如果因为市场暴跌而行权就接盘坐等收购完成不会亏损,如果真不想行权就卖再低一点,比如打8折到$46。 以下展示未来两周到期的TWTR $46 - 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