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国际化老九
2023-07-14
$雅乐科技(YALA)$
巴菲特曾说:“投资的好处在于你不需要对每个扔过来的球都挥棒。投资的诀窍就是坐在那里看着一个个扔来的球,并且等待打到你的最佳位置的那个”
国际化老九
2023-06-21
$雅乐科技(YALA)$
短期行情结束,端午再战
国际化老九
2023-06-21
$小米集团-W(01810)$
看后续发展怎么样,再观望
国际化老九
2023-05-26
我没记错的话这个是新市场吧?
$Yalla Group(YALA)$
//
@三十三号
: Yalla Parchis,101 Okey Yalla在2023年一季度的表现愈发亮眼,逐渐成为公司游戏收入的贡献点。101 Okey Yalla的季度收入来到了100万美元。国际化
$雅乐科技(YALA)$
抱歉,原内容已删除
国际化老九
2023-05-26
这篇文章不错,转发给大家看看
抱歉,原内容已删除
国际化老九
2023-05-12
这篇文章不错,转发给大家看看
抱歉,原内容已删除
国际化老九
2023-05-12
$雅乐科技(YALA)$
是不是到了人弃我取的时候了?有点犹豫是不是要把减仓的买回来[捂脸] [捂脸] 容我再想想
国际化老九
2023-04-27
$王道科技(EDTK)$
通胀高企,加息就得继续,银行危机依然在连锁反应中,买哪个都难啊
国际化老九
2023-04-27
$特斯拉(TSLA)$
怕了怕了 马斯克的火箭🚀后劲有点大啊
国际化老九
2023-04-27
本来以为今年是“困境反转”,没想到今年才是困境,继续“困境反转中”,加油!⛽️⛽️⛽️
$Yalla Group(YALA)$
国际化老九
2023-04-14
$融创中国(01918)$
刺刺激
国际化老九
2023-04-14
这篇文章不错,转发给大家看看
@期权小班长:机构手把手教你玩转微软财报,不花钱看涨策略再次出现
国际化老九
2023-04-13
$雅乐科技(YALA)$
基本面要素齐全,质地还是很稳的,就差这个股价还不够劲,发个帖表示一下很不满意[愤怒]
国际化老九
2023-04-04
金价涨,油价也要反弹,一有通胀和zz风险这两个就是绝对指示针。虽然不是好事,但只要有300%的利润就可以不顾一切 [得意]
@话题虎:欧佩克“杀手减”,油价问鼎100美元?美联储如何接招?
国际化老九
2023-04-04
$哔哩哔哩-W(09626)$
别买,亏钱亏出来的生态,很难真正盈利。燃烧情怀会被反噬
国际化老九
2023-04-04
这篇文章不错,转发给大家看看
@金吾财讯:阿里拆完京东拆!他们的拆分一样吗?
国际化老九
2023-02-04
$王道科技(EDTK)$
没量啊,继续观察
国际化老九
2023-01-09
$宁德时代(300750)$
宁王👑
国际化老九
2022-06-02
$每日优鲜(MF)$
这么低了吗现在
国际化老九
2021-11-05
$Evaxion Biotech A/S(EVAX)$
大舒服了
去老虎APP查看更多动态
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马斯克的火箭🚀后劲有点大啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/658632474","isVote":1,"tweetType":1,"viewCount":2405,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576372400839127","authorId":"3576372400839127","authorIdStr":"3576372400839127","name":"大神Q","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"什么时候能支棱起来?","text":"什么时候能支棱起来?","html":"什么时候能支棱起来?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658636731,"gmtCreate":1682585703423,"gmtModify":1682585898639,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"本来以为今年是“困境反转”,没想到今年才是困境,继续“困境反转中”,加油!⛽️⛽️⛽️<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$ </a>","listText":"本来以为今年是“困境反转”,没想到今年才是困境,继续“困境反转中”,加油!⛽️⛽️⛽️<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$ </a>","text":"本来以为今年是“困境反转”,没想到今年才是困境,继续“困境反转中”,加油!⛽️⛽️⛽️$Yalla Group(YALA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658636731","isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651947583,"gmtCreate":1681447746543,"gmtModify":1681447747736,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01918\">$融创中国(01918)$ </a>刺刺激","listText":"<a href=\"https://laohu8.com/S/01918\">$融创中国(01918)$ </a>刺刺激","text":"$融创中国(01918)$ 刺刺激","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651947583","isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651947671,"gmtCreate":1681447607794,"gmtModify":1681447609183,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/651947671","repostId":"651098610","repostType":1,"repost":{"id":651098610,"gmtCreate":1681312332630,"gmtModify":1710247955720,"author":{"id":"3527667590215376","authorId":"3527667590215376","authorIdStr":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"机构手把手教你玩转微软财报,不花钱看涨策略再次出现","htmlText":"前两天复活节,机构大单不太活跃,直到昨天微软期权异动连续出现好几组颇具看点的策略,再次给出了相当明确的指引,对科技股近期走向很有指导性。对于微软价格走势,有好消息也有坏消息。好消息:几家机构一定程度上看涨微软。坏消息:一家机构重金看跌微软。你可能很急,为什么相反的结论能颇具看点,但先别急。一般的分裂性看法不足以让我拿出来分析,比如一些机构买入看涨期权,一些机构又买入看跌期权,这种异动出现就意味着机构对于基本面看法很分裂,或者其中有几家知道了一些不为人知的信息。如果恰好这种情况出现在财报季,那么对于普通投资者而言就别猜涨跌了,波动够大直接选择跨式策略即可。不过微软几组大单不属于这个范畴,逻辑之间有衔接,但不完全衔接:如上图所示,一共有四组大单,从下往上分别是:1、sell put 看涨策略:sell <a href=\"https://laohu8.com/OPT/MSFT%2020231117%20280.0%20PUT\">$MSFT 20231117 280.0 PUT$</a> 2、buy call 看涨策略:buy <a href=\"https://laohu8.com/OPT/MSFT%2020230721%20295.0%20CALL\">$MSFT 20230721 295.0 CALL$</a> 3、三腿对冲看涨策略(最理想):buy <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20300.0%20CALL\">$MSFT 20230616 300.0 CALL$</a> sell <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20320.0%20CALL\">$MSFT 20230616 320.0 CALL$</a> sell","listText":"前两天复活节,机构大单不太活跃,直到昨天微软期权异动连续出现好几组颇具看点的策略,再次给出了相当明确的指引,对科技股近期走向很有指导性。对于微软价格走势,有好消息也有坏消息。好消息:几家机构一定程度上看涨微软。坏消息:一家机构重金看跌微软。你可能很急,为什么相反的结论能颇具看点,但先别急。一般的分裂性看法不足以让我拿出来分析,比如一些机构买入看涨期权,一些机构又买入看跌期权,这种异动出现就意味着机构对于基本面看法很分裂,或者其中有几家知道了一些不为人知的信息。如果恰好这种情况出现在财报季,那么对于普通投资者而言就别猜涨跌了,波动够大直接选择跨式策略即可。不过微软几组大单不属于这个范畴,逻辑之间有衔接,但不完全衔接:如上图所示,一共有四组大单,从下往上分别是:1、sell put 看涨策略:sell <a href=\"https://laohu8.com/OPT/MSFT%2020231117%20280.0%20PUT\">$MSFT 20231117 280.0 PUT$</a> 2、buy call 看涨策略:buy <a href=\"https://laohu8.com/OPT/MSFT%2020230721%20295.0%20CALL\">$MSFT 20230721 295.0 CALL$</a> 3、三腿对冲看涨策略(最理想):buy <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20300.0%20CALL\">$MSFT 20230616 300.0 CALL$</a> sell <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20320.0%20CALL\">$MSFT 20230616 320.0 CALL$</a> sell","text":"前两天复活节,机构大单不太活跃,直到昨天微软期权异动连续出现好几组颇具看点的策略,再次给出了相当明确的指引,对科技股近期走向很有指导性。对于微软价格走势,有好消息也有坏消息。好消息:几家机构一定程度上看涨微软。坏消息:一家机构重金看跌微软。你可能很急,为什么相反的结论能颇具看点,但先别急。一般的分裂性看法不足以让我拿出来分析,比如一些机构买入看涨期权,一些机构又买入看跌期权,这种异动出现就意味着机构对于基本面看法很分裂,或者其中有几家知道了一些不为人知的信息。如果恰好这种情况出现在财报季,那么对于普通投资者而言就别猜涨跌了,波动够大直接选择跨式策略即可。不过微软几组大单不属于这个范畴,逻辑之间有衔接,但不完全衔接:如上图所示,一共有四组大单,从下往上分别是:1、sell put 看涨策略:sell $MSFT 20231117 280.0 PUT$ 2、buy call 看涨策略:buy $MSFT 20230721 295.0 CALL$ 3、三腿对冲看涨策略(最理想):buy $MSFT 20230616 300.0 CALL$ sell $MSFT 20230616 320.0 CALL$ sell","images":[{"img":"https://static.tigerbbs.com/245bce7ae6be3d9f69985502d6737205","width":"2404","height":"622"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651098610","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651058863,"gmtCreate":1681368928953,"gmtModify":1681377331789,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>基本面要素齐全,质地还是很稳的,就差这个股价还不够劲,发个帖表示一下很不满意[愤怒] ","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>基本面要素齐全,质地还是很稳的,就差这个股价还不够劲,发个帖表示一下很不满意[愤怒] ","text":"$雅乐科技(YALA)$ 基本面要素齐全,质地还是很稳的,就差这个股价还不够劲,发个帖表示一下很不满意[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/651058863","isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4095551031554940","authorId":"4095551031554940","authorIdStr":"4095551031554940","name":"火的意志","avatar":"https://static.tigerbbs.com/a0914d84da7759d1902e069d08b4c6e6","crmLevel":1,"crmLevelSwitch":0},"content":"你看你一唱衰就涨了 [开心] [开心],不过近期应该还是横盘,没看到什么大动作 $Yalla Group(YALA)$","text":"你看你一唱衰就涨了 [开心] [开心],不过近期应该还是横盘,没看到什么大动作 $Yalla Group(YALA)$","html":"你看你一唱衰就涨了 [开心] [开心],不过近期应该还是横盘,没看到什么大动作 $Yalla Group(YALA)$"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653374035,"gmtCreate":1680599264827,"gmtModify":1680599279991,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"金价涨,油价也要反弹,一有通胀和zz风险这两个就是绝对指示针。虽然不是好事,但只要有300%的利润就可以不顾一切 [得意]","listText":"金价涨,油价也要反弹,一有通胀和zz风险这两个就是绝对指示针。虽然不是好事,但只要有300%的利润就可以不顾一切 [得意]","text":"金价涨,油价也要反弹,一有通胀和zz风险这两个就是绝对指示针。虽然不是好事,但只要有300%的利润就可以不顾一切 [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/653374035","repostId":"653358132","repostType":1,"repost":{"id":653358132,"gmtCreate":1680589344526,"gmtModify":1680589356720,"author":{"id":"3502767768442965","authorId":"3502767768442965","authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"欧佩克“杀手减”,油价问鼎100美元?美联储如何接招?","htmlText":"事件起因:4月2日,欧佩克多国同时宣布,“自愿”削减原油产量116万桶,消息传出后,油价应声跳涨, <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2305(CLmain)$</a> 一度大涨8%,目前报价80.75美元, <a href=\"https://laohu8.com/FUT/BZmain\">$布油现金主连 2306(BZmain)$</a> 报价85.2美元据媒体爆料,之前能源成本飙升,美国要求沙特增产,并保证如果油价下跌,将介入购买,补充其战略储备。但上周,拜登政府出尔反尔,公开排除了采购新原油的可能性。之前石油需求疲软,油价低迷,硅谷银行的倒闭,引发市场恐慌情绪,大宗商品也被波及。眼看美国政府是是指望不上了,欧佩克选择主动出击,削减产量,以稳定市场。昨日,能源股大涨, <a href=\"https://laohu8.com/S/MRO\">$马拉松石油(MRO)$</a> 涨约10%, <a href=\"https://laohu8.com/S/COP\">$康菲石油(COP)$</a> 涨9.3%, <a href=\"https://laohu8.com/S/BP\">$英国石油(BP)$</a> 涨4.74%,巴菲特巴菲特半个月前刚刚加仓的 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> ,昨日涨幅4.4%,重仓的 <a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> ,昨日涨4.16%华尔街多数分析师认为,此次减产将有大部分落实到实际产量上,纷纷看涨布油将达到100美元/桶。高盛上调2023年底布伦特原油价格至95美元每桶,上调2024年底布油的价格至100美元。欧佩克的意外减产,美国不乐意了,4月3日,美国白","listText":"事件起因:4月2日,欧佩克多国同时宣布,“自愿”削减原油产量116万桶,消息传出后,油价应声跳涨, <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2305(CLmain)$</a> 一度大涨8%,目前报价80.75美元, <a href=\"https://laohu8.com/FUT/BZmain\">$布油现金主连 2306(BZmain)$</a> 报价85.2美元据媒体爆料,之前能源成本飙升,美国要求沙特增产,并保证如果油价下跌,将介入购买,补充其战略储备。但上周,拜登政府出尔反尔,公开排除了采购新原油的可能性。之前石油需求疲软,油价低迷,硅谷银行的倒闭,引发市场恐慌情绪,大宗商品也被波及。眼看美国政府是是指望不上了,欧佩克选择主动出击,削减产量,以稳定市场。昨日,能源股大涨, <a href=\"https://laohu8.com/S/MRO\">$马拉松石油(MRO)$</a> 涨约10%, <a href=\"https://laohu8.com/S/COP\">$康菲石油(COP)$</a> 涨9.3%, <a href=\"https://laohu8.com/S/BP\">$英国石油(BP)$</a> 涨4.74%,巴菲特巴菲特半个月前刚刚加仓的 <a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a> ,昨日涨幅4.4%,重仓的 <a href=\"https://laohu8.com/S/CVX\">$雪佛龙(CVX)$</a> ,昨日涨4.16%华尔街多数分析师认为,此次减产将有大部分落实到实际产量上,纷纷看涨布油将达到100美元/桶。高盛上调2023年底布伦特原油价格至95美元每桶,上调2024年底布油的价格至100美元。欧佩克的意外减产,美国不乐意了,4月3日,美国白","text":"事件起因:4月2日,欧佩克多国同时宣布,“自愿”削减原油产量116万桶,消息传出后,油价应声跳涨, $WTI原油主连 2305(CLmain)$ 一度大涨8%,目前报价80.75美元, $布油现金主连 2306(BZmain)$ 报价85.2美元据媒体爆料,之前能源成本飙升,美国要求沙特增产,并保证如果油价下跌,将介入购买,补充其战略储备。但上周,拜登政府出尔反尔,公开排除了采购新原油的可能性。之前石油需求疲软,油价低迷,硅谷银行的倒闭,引发市场恐慌情绪,大宗商品也被波及。眼看美国政府是是指望不上了,欧佩克选择主动出击,削减产量,以稳定市场。昨日,能源股大涨, $马拉松石油(MRO)$ 涨约10%, $康菲石油(COP)$ 涨9.3%, $英国石油(BP)$ 涨4.74%,巴菲特巴菲特半个月前刚刚加仓的 $西方石油(OXY)$ ,昨日涨幅4.4%,重仓的 $雪佛龙(CVX)$ 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别买,亏钱亏出来的生态,很难真正盈利。燃烧情怀会被反噬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653375840","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653375950,"gmtCreate":1680598726470,"gmtModify":1680598727862,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/653375950","repostId":"653944846","repostType":1,"repost":{"id":653944846,"gmtCreate":1680519193285,"gmtModify":1680519487347,"author":{"id":"4113008293263880","authorId":"4113008293263880","authorIdStr":"4113008293263880","name":"金吾财讯","avatar":"https://static.tigerbbs.com/9b7f44f5ceeeeb4eab30f0530c2a7157","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"阿里拆完京东拆!他们的拆分一样吗?","htmlText":"阿里3月28日宣布成立24年来最重大的“1+6+N”组织大变革,所有业务集团可以独立融资或进行IPO。 时隔两天,京东于3月30日发布公告,宣布分拆旗下的京东工业以及京东产发于港交所上市,京东工业、京东产发在当晚向港交所递交上市申请书。 来源:披露易 资本市场均对阿里和京东的分拆计划表示看好。消息公布后, <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 港股股价3日累计上涨近20%,重新站上100港元。 <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 港股股价在公布分拆后的次日盘中一度涨超8%,最终以5.39%的涨幅收盘。 01、京东和阿里的分拆一样吗? 阿里宣布分拆计划的两天后,3月30日晚间,有消息称阿里巴巴集团旗下的菜鸟物流公司已开始准备在香港进行首次公开募股(ipo),最早可能于今年年底上市。 消息人士预计,菜鸟的估值超过200亿美元。菜鸟后续回应称,目前尚无明确规划和时间表。 来源:网络 实际上,阿里和京东都有不少子公司已经成功独立上市。阿里这边是阿里健康、阿里影业以及高鑫零售;京东则是京东健康、京东物流及达达集团(美股)。 虽然数量上阿里并不少,但双方的上市子公司的市值上差距较大,阿里健康、阿里影业及高鑫零售合计市值仅约1200亿港元,而京东健康和京东物流合计市值近2800亿港元。 阿里市值超2万亿港元,京东市值约5300亿港元,这样算下来阿里已上市的子公司的占比实际上是非常小的。 也就是说,阿里虽然已经分拆上市过,但是之前分拆上市的业务并不算核心业务,这次“1拆6”变革实际上的含义是:允许包括核心业务在内的所有业务,只要有能力都可以独立去上市。 京东则早已这么操作,京东物流和京东健康毫无疑问都是京东的核心业务。所以这次分拆","listText":"阿里3月28日宣布成立24年来最重大的“1+6+N”组织大变革,所有业务集团可以独立融资或进行IPO。 时隔两天,京东于3月30日发布公告,宣布分拆旗下的京东工业以及京东产发于港交所上市,京东工业、京东产发在当晚向港交所递交上市申请书。 来源:披露易 资本市场均对阿里和京东的分拆计划表示看好。消息公布后, <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 港股股价3日累计上涨近20%,重新站上100港元。 <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 港股股价在公布分拆后的次日盘中一度涨超8%,最终以5.39%的涨幅收盘。 01、京东和阿里的分拆一样吗? 阿里宣布分拆计划的两天后,3月30日晚间,有消息称阿里巴巴集团旗下的菜鸟物流公司已开始准备在香港进行首次公开募股(ipo),最早可能于今年年底上市。 消息人士预计,菜鸟的估值超过200亿美元。菜鸟后续回应称,目前尚无明确规划和时间表。 来源:网络 实际上,阿里和京东都有不少子公司已经成功独立上市。阿里这边是阿里健康、阿里影业以及高鑫零售;京东则是京东健康、京东物流及达达集团(美股)。 虽然数量上阿里并不少,但双方的上市子公司的市值上差距较大,阿里健康、阿里影业及高鑫零售合计市值仅约1200亿港元,而京东健康和京东物流合计市值近2800亿港元。 阿里市值超2万亿港元,京东市值约5300亿港元,这样算下来阿里已上市的子公司的占比实际上是非常小的。 也就是说,阿里虽然已经分拆上市过,但是之前分拆上市的业务并不算核心业务,这次“1拆6”变革实际上的含义是:允许包括核心业务在内的所有业务,只要有能力都可以独立去上市。 京东则早已这么操作,京东物流和京东健康毫无疑问都是京东的核心业务。所以这次分拆","text":"阿里3月28日宣布成立24年来最重大的“1+6+N”组织大变革,所有业务集团可以独立融资或进行IPO。 时隔两天,京东于3月30日发布公告,宣布分拆旗下的京东工业以及京东产发于港交所上市,京东工业、京东产发在当晚向港交所递交上市申请书。 来源:披露易 资本市场均对阿里和京东的分拆计划表示看好。消息公布后, $阿里巴巴-SW(09988)$ 港股股价3日累计上涨近20%,重新站上100港元。 $京东集团-SW(09618)$ 港股股价在公布分拆后的次日盘中一度涨超8%,最终以5.39%的涨幅收盘。 01、京东和阿里的分拆一样吗? 阿里宣布分拆计划的两天后,3月30日晚间,有消息称阿里巴巴集团旗下的菜鸟物流公司已开始准备在香港进行首次公开募股(ipo),最早可能于今年年底上市。 消息人士预计,菜鸟的估值超过200亿美元。菜鸟后续回应称,目前尚无明确规划和时间表。 来源:网络 实际上,阿里和京东都有不少子公司已经成功独立上市。阿里这边是阿里健康、阿里影业以及高鑫零售;京东则是京东健康、京东物流及达达集团(美股)。 虽然数量上阿里并不少,但双方的上市子公司的市值上差距较大,阿里健康、阿里影业及高鑫零售合计市值仅约1200亿港元,而京东健康和京东物流合计市值近2800亿港元。 阿里市值超2万亿港元,京东市值约5300亿港元,这样算下来阿里已上市的子公司的占比实际上是非常小的。 也就是说,阿里虽然已经分拆上市过,但是之前分拆上市的业务并不算核心业务,这次“1拆6”变革实际上的含义是:允许包括核心业务在内的所有业务,只要有能力都可以独立去上市。 京东则早已这么操作,京东物流和京东健康毫无疑问都是京东的核心业务。所以这次分拆","images":[{"img":"https://static.tigerbbs.com/2197b84d7baab4171814de22d8da58c0","width":"629","height":"500"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653944846","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622648735,"gmtCreate":1675520734327,"gmtModify":1675520735521,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDTK\">$王道科技(EDTK)$ </a>没量啊,继续观察","listText":"<a 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href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>这么低了吗现在","text":"$每日优鲜(MF)$这么低了吗现在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617174861","isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846206556,"gmtCreate":1636082796173,"gmtModify":1636085703420,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EVAX\">$Evaxion Biotech A/S(EVAX)$</a>大舒服了","listText":"<a href=\"https://laohu8.com/S/EVAX\">$Evaxion Biotech A/S(EVAX)$</a>大舒服了","text":"$Evaxion Biotech A/S(EVAX)$大舒服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846206556","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":653374035,"gmtCreate":1680599264827,"gmtModify":1680599279991,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"金价涨,油价也要反弹,一有通胀和zz风险这两个就是绝对指示针。虽然不是好事,但只要有300%的利润就可以不顾一切 [得意]","listText":"金价涨,油价也要反弹,一有通胀和zz风险这两个就是绝对指示针。虽然不是好事,但只要有300%的利润就可以不顾一切 [得意]","text":"金价涨,油价也要反弹,一有通胀和zz风险这两个就是绝对指示针。虽然不是好事,但只要有300%的利润就可以不顾一切 [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/653374035","repostId":"653358132","repostType":1,"repost":{"id":653358132,"gmtCreate":1680589344526,"gmtModify":1680589356720,"author":{"id":"3502767768442965","authorId":"3502767768442965","authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"欧佩克“杀手减”,油价问鼎100美元?美联储如何接招?","htmlText":"事件起因:4月2日,欧佩克多国同时宣布,“自愿”削减原油产量116万桶,消息传出后,油价应声跳涨, <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2305(CLmain)$</a> 一度大涨8%,目前报价80.75美元, <a href=\"https://laohu8.com/FUT/BZmain\">$布油现金主连 2306(BZmain)$</a> 报价85.2美元据媒体爆料,之前能源成本飙升,美国要求沙特增产,并保证如果油价下跌,将介入购买,补充其战略储备。但上周,拜登政府出尔反尔,公开排除了采购新原油的可能性。之前石油需求疲软,油价低迷,硅谷银行的倒闭,引发市场恐慌情绪,大宗商品也被波及。眼看美国政府是是指望不上了,欧佩克选择主动出击,削减产量,以稳定市场。昨日,能源股大涨, <a href=\"https://laohu8.com/S/MRO\">$马拉松石油(MRO)$</a> 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</a>通胀高企,加息就得继续,银行危机依然在连锁反应中,买哪个都难啊","listText":"<a href=\"https://laohu8.com/S/EDTK\">$王道科技(EDTK)$ </a>通胀高企,加息就得继续,银行危机依然在连锁反应中,买哪个都难啊","text":"$王道科技(EDTK)$ 通胀高企,加息就得继续,银行危机依然在连锁反应中,买哪个都难啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658637199","isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651947583,"gmtCreate":1681447746543,"gmtModify":1681447747736,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01918\">$融创中国(01918)$ </a>刺刺激","listText":"<a href=\"https://laohu8.com/S/01918\">$融创中国(01918)$ </a>刺刺激","text":"$融创中国(01918)$ 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put 看涨策略:sell <a href=\"https://laohu8.com/OPT/MSFT%2020231117%20280.0%20PUT\">$MSFT 20231117 280.0 PUT$</a> 2、buy call 看涨策略:buy <a href=\"https://laohu8.com/OPT/MSFT%2020230721%20295.0%20CALL\">$MSFT 20230721 295.0 CALL$</a> 3、三腿对冲看涨策略(最理想):buy <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20300.0%20CALL\">$MSFT 20230616 300.0 CALL$</a> sell <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20320.0%20CALL\">$MSFT 20230616 320.0 CALL$</a> sell","listText":"前两天复活节,机构大单不太活跃,直到昨天微软期权异动连续出现好几组颇具看点的策略,再次给出了相当明确的指引,对科技股近期走向很有指导性。对于微软价格走势,有好消息也有坏消息。好消息:几家机构一定程度上看涨微软。坏消息:一家机构重金看跌微软。你可能很急,为什么相反的结论能颇具看点,但先别急。一般的分裂性看法不足以让我拿出来分析,比如一些机构买入看涨期权,一些机构又买入看跌期权,这种异动出现就意味着机构对于基本面看法很分裂,或者其中有几家知道了一些不为人知的信息。如果恰好这种情况出现在财报季,那么对于普通投资者而言就别猜涨跌了,波动够大直接选择跨式策略即可。不过微软几组大单不属于这个范畴,逻辑之间有衔接,但不完全衔接:如上图所示,一共有四组大单,从下往上分别是:1、sell put 看涨策略:sell <a href=\"https://laohu8.com/OPT/MSFT%2020231117%20280.0%20PUT\">$MSFT 20231117 280.0 PUT$</a> 2、buy call 看涨策略:buy <a href=\"https://laohu8.com/OPT/MSFT%2020230721%20295.0%20CALL\">$MSFT 20230721 295.0 CALL$</a> 3、三腿对冲看涨策略(最理想):buy <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20300.0%20CALL\">$MSFT 20230616 300.0 CALL$</a> sell <a href=\"https://laohu8.com/OPT/MSFT%2020230616%20320.0%20CALL\">$MSFT 20230616 320.0 CALL$</a> sell","text":"前两天复活节,机构大单不太活跃,直到昨天微软期权异动连续出现好几组颇具看点的策略,再次给出了相当明确的指引,对科技股近期走向很有指导性。对于微软价格走势,有好消息也有坏消息。好消息:几家机构一定程度上看涨微软。坏消息:一家机构重金看跌微软。你可能很急,为什么相反的结论能颇具看点,但先别急。一般的分裂性看法不足以让我拿出来分析,比如一些机构买入看涨期权,一些机构又买入看跌期权,这种异动出现就意味着机构对于基本面看法很分裂,或者其中有几家知道了一些不为人知的信息。如果恰好这种情况出现在财报季,那么对于普通投资者而言就别猜涨跌了,波动够大直接选择跨式策略即可。不过微软几组大单不属于这个范畴,逻辑之间有衔接,但不完全衔接:如上图所示,一共有四组大单,从下往上分别是:1、sell put 看涨策略:sell $MSFT 20231117 280.0 PUT$ 2、buy call 看涨策略:buy $MSFT 20230721 295.0 CALL$ 3、三腿对冲看涨策略(最理想):buy $MSFT 20230616 300.0 CALL$ sell $MSFT 20230616 320.0 CALL$ sell","images":[{"img":"https://static.tigerbbs.com/245bce7ae6be3d9f69985502d6737205","width":"2404","height":"622"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651098610","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653375840,"gmtCreate":1680598973880,"gmtModify":1680598974900,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$ </a>别买,亏钱亏出来的生态,很难真正盈利。燃烧情怀会被反噬","listText":"<a 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别买,亏钱亏出来的生态,很难真正盈利。燃烧情怀会被反噬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653375840","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653375950,"gmtCreate":1680598726470,"gmtModify":1680598727862,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/653375950","repostId":"653944846","repostType":1,"repost":{"id":653944846,"gmtCreate":1680519193285,"gmtModify":1680519487347,"author":{"id":"4113008293263880","authorId":"4113008293263880","authorIdStr":"4113008293263880","name":"金吾财讯","avatar":"https://static.tigerbbs.com/9b7f44f5ceeeeb4eab30f0530c2a7157","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"阿里拆完京东拆!他们的拆分一样吗?","htmlText":"阿里3月28日宣布成立24年来最重大的“1+6+N”组织大变革,所有业务集团可以独立融资或进行IPO。 时隔两天,京东于3月30日发布公告,宣布分拆旗下的京东工业以及京东产发于港交所上市,京东工业、京东产发在当晚向港交所递交上市申请书。 来源:披露易 资本市场均对阿里和京东的分拆计划表示看好。消息公布后, <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 港股股价3日累计上涨近20%,重新站上100港元。 <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 港股股价在公布分拆后的次日盘中一度涨超8%,最终以5.39%的涨幅收盘。 01、京东和阿里的分拆一样吗? 阿里宣布分拆计划的两天后,3月30日晚间,有消息称阿里巴巴集团旗下的菜鸟物流公司已开始准备在香港进行首次公开募股(ipo),最早可能于今年年底上市。 消息人士预计,菜鸟的估值超过200亿美元。菜鸟后续回应称,目前尚无明确规划和时间表。 来源:网络 实际上,阿里和京东都有不少子公司已经成功独立上市。阿里这边是阿里健康、阿里影业以及高鑫零售;京东则是京东健康、京东物流及达达集团(美股)。 虽然数量上阿里并不少,但双方的上市子公司的市值上差距较大,阿里健康、阿里影业及高鑫零售合计市值仅约1200亿港元,而京东健康和京东物流合计市值近2800亿港元。 阿里市值超2万亿港元,京东市值约5300亿港元,这样算下来阿里已上市的子公司的占比实际上是非常小的。 也就是说,阿里虽然已经分拆上市过,但是之前分拆上市的业务并不算核心业务,这次“1拆6”变革实际上的含义是:允许包括核心业务在内的所有业务,只要有能力都可以独立去上市。 京东则早已这么操作,京东物流和京东健康毫无疑问都是京东的核心业务。所以这次分拆","listText":"阿里3月28日宣布成立24年来最重大的“1+6+N”组织大变革,所有业务集团可以独立融资或进行IPO。 时隔两天,京东于3月30日发布公告,宣布分拆旗下的京东工业以及京东产发于港交所上市,京东工业、京东产发在当晚向港交所递交上市申请书。 来源:披露易 资本市场均对阿里和京东的分拆计划表示看好。消息公布后, <a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 港股股价3日累计上涨近20%,重新站上100港元。 <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 港股股价在公布分拆后的次日盘中一度涨超8%,最终以5.39%的涨幅收盘。 01、京东和阿里的分拆一样吗? 阿里宣布分拆计划的两天后,3月30日晚间,有消息称阿里巴巴集团旗下的菜鸟物流公司已开始准备在香港进行首次公开募股(ipo),最早可能于今年年底上市。 消息人士预计,菜鸟的估值超过200亿美元。菜鸟后续回应称,目前尚无明确规划和时间表。 来源:网络 实际上,阿里和京东都有不少子公司已经成功独立上市。阿里这边是阿里健康、阿里影业以及高鑫零售;京东则是京东健康、京东物流及达达集团(美股)。 虽然数量上阿里并不少,但双方的上市子公司的市值上差距较大,阿里健康、阿里影业及高鑫零售合计市值仅约1200亿港元,而京东健康和京东物流合计市值近2800亿港元。 阿里市值超2万亿港元,京东市值约5300亿港元,这样算下来阿里已上市的子公司的占比实际上是非常小的。 也就是说,阿里虽然已经分拆上市过,但是之前分拆上市的业务并不算核心业务,这次“1拆6”变革实际上的含义是:允许包括核心业务在内的所有业务,只要有能力都可以独立去上市。 京东则早已这么操作,京东物流和京东健康毫无疑问都是京东的核心业务。所以这次分拆","text":"阿里3月28日宣布成立24年来最重大的“1+6+N”组织大变革,所有业务集团可以独立融资或进行IPO。 时隔两天,京东于3月30日发布公告,宣布分拆旗下的京东工业以及京东产发于港交所上市,京东工业、京东产发在当晚向港交所递交上市申请书。 来源:披露易 资本市场均对阿里和京东的分拆计划表示看好。消息公布后, $阿里巴巴-SW(09988)$ 港股股价3日累计上涨近20%,重新站上100港元。 $京东集团-SW(09618)$ 港股股价在公布分拆后的次日盘中一度涨超8%,最终以5.39%的涨幅收盘。 01、京东和阿里的分拆一样吗? 阿里宣布分拆计划的两天后,3月30日晚间,有消息称阿里巴巴集团旗下的菜鸟物流公司已开始准备在香港进行首次公开募股(ipo),最早可能于今年年底上市。 消息人士预计,菜鸟的估值超过200亿美元。菜鸟后续回应称,目前尚无明确规划和时间表。 来源:网络 实际上,阿里和京东都有不少子公司已经成功独立上市。阿里这边是阿里健康、阿里影业以及高鑫零售;京东则是京东健康、京东物流及达达集团(美股)。 虽然数量上阿里并不少,但双方的上市子公司的市值上差距较大,阿里健康、阿里影业及高鑫零售合计市值仅约1200亿港元,而京东健康和京东物流合计市值近2800亿港元。 阿里市值超2万亿港元,京东市值约5300亿港元,这样算下来阿里已上市的子公司的占比实际上是非常小的。 也就是说,阿里虽然已经分拆上市过,但是之前分拆上市的业务并不算核心业务,这次“1拆6”变革实际上的含义是:允许包括核心业务在内的所有业务,只要有能力都可以独立去上市。 京东则早已这么操作,京东物流和京东健康毫无疑问都是京东的核心业务。所以这次分拆","images":[{"img":"https://static.tigerbbs.com/2197b84d7baab4171814de22d8da58c0","width":"629","height":"500"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653944846","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622648735,"gmtCreate":1675520734327,"gmtModify":1675520735521,"author":{"id":"4098941171641760","authorId":"4098941171641760","authorIdStr":"4098941171641760","name":"国际化老九","avatar":"https://static.tigerbbs.com/daba92bc345a0cd23f271461d22b0d44","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDTK\">$王道科技(EDTK)$ </a>没量啊,继续观察","listText":"<a 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