学思践悟
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IP属地：天津
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@港女虐我千百遍:12-11【港美股复盘】曙光再现，底来了吗？
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3//@捷克Jack:拜登政府单方面升级芯片类对华制裁，其实影响的不仅仅是盘中大跌8%的 $英伟达(NVDA)$（虽然收盘收紧至4%） ，还有在收购案中的 $威睿(VMW)$ 。NVDA盘中大跌8% $博通(AVGO)$ 收购VMWare的价值超过600亿美元，因此通过各国的反垄断监管就成了收购案成功的关键。此前，虽然英国、韩国、日本等国家均跟着他们的爸爸表示同意这桩婚事，但是，深处“芯片制裁”环境的中国监管的表态，就成了这桩婚事最大变数注意。上周五（10月12日）的媒体消息，中国监管有“放行”的意思。但是随着拜登政府突如其来的“芯片加码制裁”，又多了些悬疑，因为中国反垄断机构是否通过可能“取决于宏观环境”。VMWare闻声下跌7.7%。Broadcom下跌了2%。回顾一下这个收购案AVGO收购VMW可能是美股大盘股中，在2022年5月就提出了，也是除了 $微软(MSFT)$ 收购 $动视暴雪(ATVI)$ 之外确定性和影响力最高的收购案了。本周五，微软将正式完成ATVI的收购，而此前SAMR预计将VMW也是在10月底之前批准该交易。
@捷克Jack:芯片制裁升级，但这个套利年化收益飙升至85%！
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@Ezail:我开仓了$BABA 20241025 130.0 CALL$ ,底部埋伏
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@小老虎哈哈:LUNR本周本周我重点关注-也许会是我本周最大的收益票
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@vicfyau:I closed $LI CALENDAR 241220/241018 PUT 23.0/PUT 23.0$ ,The decision to roll over the Li Auto put option was driven by a strategic assessment of the company’s current financial standing and future outlook. While Li Auto continues to demonstrate resilience in a tough market, the significant drop in profitability, coupled with competitive pressures, presents a compelling case for maintaining a cautious stance. Please see my post on 'Investment Reflection on Li Auto Put Option Rollover'.
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@TigerHulk:I opened $Alphabet(GOOGL)$ ,With the latest better than expected CPI Data, I am confident to load more on google, as for the US antitrust lawsuit would need years to conclude as there will be appeals by google, once administrations changed things changed, I am still positive on google.
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@AyKing:I opened $ONON VERTICAL 240816 CALL 40.5/CALL 41.5$ ,I like their shoes design and comfort. The earnings is coming. Their financial looks good. So, I have decided to bet that their price goes up after earnings announcement. I may want to accumulate their shares if earnings results is good.
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抱歉，原内容已删除
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@jace0777:I closed $VRT 20240614 96.0 PUT$ ,❌ Got exercised and have to force-buy VRT. No worries - fundamentals on VRT remains attractive with strong EPS and EBIT. Ripe time to start the wheel on VRT next week! 💪
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@Tsar:我开仓了5.0组$Adobe STRANGLE 240621 PUT 457.5/CALL 462.5$ ,提前入场Adobe做多波动，期待图片与视频方面的AI突破
认
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@期权小班长:GME：虚张声势，底牌尽显，请空军有序入场
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