番茄爸爸的个人主页 - 老虎社区

番茄爸爸

番茄爸爸

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11-11

我开仓了1手$TSLA 20241115 310.0 PUT$ ,来看看我最新分享的订单！

07-18

我开仓了1手$TSLA 20240719 240.0 PUT$ ,来看看我最新分享的订单！

03-08

我开仓了1手$CRWD 20240315 290.0 PUT$ ,来看看我最新分享的订单！

03-08

$3倍做多20年期以上国债ETF-Direxion(TMF)$ 降息还有多远

03-08

$3倍做多20年期以上国债ETF-Direxion(TMF)$ 降息还有多远

02-07

我开仓了1手$FTNT 20240209 70.0 CALL$ ,财报前上50%仓位保护

01-27

我开仓了40.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！

2023-02-08

对的

抱歉，原内容已删除

2022-12-09

。。。

观点 | MS的麻烦可能大了

2022-11-29

股债齐跌！美联储一夜“四鹰连击”，华尔街大惊失色

抱歉，原内容已删除

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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了40.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/267500316770592","isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622470635,"gmtCreate":1675841524527,"gmtModify":1675841863666,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4128210519824020","idStr":"4128210519824020"},"themes":[],"htmlText":"对的","listText":"对的","text":"对的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622470635","repostId":"1173490226","repostType":2,"isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629220843,"gmtCreate":1670558757982,"gmtModify":1670559399947,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4128210519824020","idStr":"4128210519824020"},"themes":[],"htmlText":"。。。","listText":"。。。","text":"。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629220843","repostId":"1195857461","repostType":2,"repost":{"id":"1195857461","kind":"news","pubTimestamp":1670553644,"share":"https://www.laohu8.com/m/news/1195857461?lang=&edition=full","pubTime":"2022-12-09 10:40","market":"us","language":"zh","title":"观点 | MS的麻烦可能大了","url":"https://stock-news.laohu8.com/highlight/detail?id=1195857461","media":"老虎锐评","summary":"昨天晚些时候彭博发了这么一个消息，马斯克购买推特后面的银行财团（MS为首），正在考虑把马斯克的贷款给替换了，原来的利息太高。这样做的好处，是可以减少马斯克的负担。这个新闻表面上看上去平平无奇，但是逻辑","content":"<html><head></head><body><p>昨天晚些时候彭博发了这么一个消息，马斯克购买推特后面的银行财团（MS为首），正在考虑把马斯克的贷款给替换了，原来的利息太高。这样做的好处，是可以减少马斯克的负担。</p><p>这个新闻表面上看上去平平无奇，但是逻辑上却非常不对。银行不就靠着收利息赚钱吗，收的利息越高越好，什么时候突然想到为客户减轻负担，让自己少赚钱？下图是新闻截图。</p><p><img src=\"https://static.tigerbbs.com/a1836dd4ad64a6fbf978703f82765162\" tg-width=\"542\" tg-height=\"369\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>根据这个新闻，马斯克现在每年的利息支出就是$12亿，这个比我之前的估计还多了$2亿。推特在马斯克手上就是个烫手的山芋，可以让世界首富变成世界首负。下面是我之前对推特收购案中的贷款的评论。</p><p><i>“马斯克一直对11月初卖股没有评论，也就暗示了他可能还会卖股。除了这些可能要退回的外国资金，马斯克收购中还有$130亿银行资金需要偿还，这是大头。目前美国的利率高企，所以这些贷款的年利息就会高达$10亿，再加上推特本身又是个赔钱的公司，所以马斯克现在拿着推特非常难受。屋漏偏逢连夜雨，广告商现在还纷纷退出推特，马斯克裁码农就能解决问题？应该是把问题越搞越大。”</i></p><p>现在回到核心问题，为什么MS要主动帮客户提出减轻利息支出？而且从彭博的新闻来看，MS的态度比马斯克更积极，更想推动给贷款降利息的工作，特别是去置换那部分没有抵押的贷款（$30亿）。（The discussions have so far focused on how to replace $3 billion of unsecured debt on which Twitter pays an interest rate of 11.75%）。</p><p>一切都很反常，银行想为了客户降息，客户却不着急（不然这事儿也用不着曝光，很快双方就应该定了）。我能想到的一个合理解释是这样——</p><p>马斯克的特斯拉股票质押率非常高，下表是之前的统计。MS和他的关系最好，所以很有可能这些股票的绝大部分都在MS。根据当前股价来看（每股$170，2020年等同于每股$510），他2020年就质押了大约$450亿，考虑到之前的股价更高，实际套现金额说不定更高，这是个非常大的数字。</p><p><img src=\"https://static.tigerbbs.com/baf49d907cff4d938d3cef8d8240f016\" tg-width=\"658\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>现在特斯拉股价已经回撤了50%，按照规定，MS必须要马斯克质押更多股票或者是让马斯克还钱。但MS接受的特斯拉股票质押可能已经太多，风控部门已经不允许马斯克继续质押股票了（想想当年乐视老板质押的股票），所以只能让马斯克还钱。但是马斯克现在是没钱的，要还钱就只能大量卖股票，而卖股票对于MS来说就是快速死亡，会触发一系列Margin Call。</p><p>所以MS现在和马斯克绑定到一条船上了，这件事情对于MS非常不好。MS现在只能祈求马斯克自己能够度过难关，特斯拉股价能够挺住，不然风控到了最后肯定会要求清仓。现在唯一能够帮助马斯克的，就是帮他债务负担减轻一点。MS要想办法，把那笔没有抵押的$30亿换成有抵押的$30亿，至少在极端情况下，有些资产可以追溯回来。现在这件事没谈下来，可能就是马斯克不同意用资产去质押贷款，即使利息便宜一些，死猪不怕开水烫的样子。</p><p>MS麻烦大了。</p></body></html>","source":"lsy1635821181494","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>观点 | MS的麻烦可能大了</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n观点 | MS的麻烦可能大了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 10:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/TnWqCOudhAzzghKEUDkblA><strong>老虎锐评</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨天晚些时候彭博发了这么一个消息，马斯克购买推特后面的银行财团（MS为首），正在考虑把马斯克的贷款给替换了，原来的利息太高。这样做的好处，是可以减少马斯克的负担。这个新闻表面上看上去平平无奇，但是逻辑上却非常不对。银行不就靠着收利息赚钱吗，收的利息越高越好，什么时候突然想到为客户减轻负担，让自己少赚钱？下图是新闻截图。根据这个新闻，马斯克现在每年的利息支出就是$12亿，这个比我之前的估计还多了$2...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/TnWqCOudhAzzghKEUDkblA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2c0b8b70e62c31099a0930308087d87","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://mp.weixin.qq.com/s/TnWqCOudhAzzghKEUDkblA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195857461","content_text":"昨天晚些时候彭博发了这么一个消息，马斯克购买推特后面的银行财团（MS为首），正在考虑把马斯克的贷款给替换了，原来的利息太高。这样做的好处，是可以减少马斯克的负担。这个新闻表面上看上去平平无奇，但是逻辑上却非常不对。银行不就靠着收利息赚钱吗，收的利息越高越好，什么时候突然想到为客户减轻负担，让自己少赚钱？下图是新闻截图。根据这个新闻，马斯克现在每年的利息支出就是$12亿，这个比我之前的估计还多了$2亿。推特在马斯克手上就是个烫手的山芋，可以让世界首富变成世界首负。下面是我之前对推特收购案中的贷款的评论。“马斯克一直对11月初卖股没有评论，也就暗示了他可能还会卖股。除了这些可能要退回的外国资金，马斯克收购中还有$130亿银行资金需要偿还，这是大头。目前美国的利率高企，所以这些贷款的年利息就会高达$10亿，再加上推特本身又是个赔钱的公司，所以马斯克现在拿着推特非常难受。屋漏偏逢连夜雨，广告商现在还纷纷退出推特，马斯克裁码农就能解决问题？应该是把问题越搞越大。”现在回到核心问题，为什么MS要主动帮客户提出减轻利息支出？而且从彭博的新闻来看，MS的态度比马斯克更积极，更想推动给贷款降利息的工作，特别是去置换那部分没有抵押的贷款（$30亿）。（The discussions have so far focused on how to replace $3 billion of unsecured debt on which Twitter pays an interest rate of 11.75%）。一切都很反常，银行想为了客户降息，客户却不着急（不然这事儿也用不着曝光，很快双方就应该定了）。我能想到的一个合理解释是这样——马斯克的特斯拉股票质押率非常高，下表是之前的统计。MS和他的关系最好，所以很有可能这些股票的绝大部分都在MS。根据当前股价来看（每股$170，2020年等同于每股$510），他2020年就质押了大约$450亿，考虑到之前的股价更高，实际套现金额说不定更高，这是个非常大的数字。现在特斯拉股价已经回撤了50%，按照规定，MS必须要马斯克质押更多股票或者是让马斯克还钱。但MS接受的特斯拉股票质押可能已经太多，风控部门已经不允许马斯克继续质押股票了（想想当年乐视老板质押的股票），所以只能让马斯克还钱。但是马斯克现在是没钱的，要还钱就只能大量卖股票，而卖股票对于MS来说就是快速死亡，会触发一系列Margin Call。所以MS现在和马斯克绑定到一条船上了，这件事情对于MS非常不好。MS现在只能祈求马斯克自己能够度过难关，特斯拉股价能够挺住，不然风控到了最后肯定会要求清仓。现在唯一能够帮助马斯克的，就是帮他债务负担减轻一点。MS要想办法，把那笔没有抵押的$30亿换成有抵押的$30亿，至少在极端情况下，有些资产可以追溯回来。现在这件事没谈下来，可能就是马斯克不同意用资产去质押贷款，即使利息便宜一些，死猪不怕开水烫的样子。MS麻烦大了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":620874558,"gmtCreate":1669695398574,"gmtModify":1669695747507,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4128210519824020","idStr":"4128210519824020"},"themes":[],"htmlText":"股债齐跌！美联储一夜“四鹰连击”，华尔街大惊失色","listText":"股债齐跌！美联储一夜“四鹰连击”，华尔街大惊失色","text":"股债齐跌！美联储一夜“四鹰连击”，华尔街大惊失色","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/620874558","repostId":"1121464484","repostType":2,"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":620874558,"gmtCreate":1669695398574,"gmtModify":1669695747507,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4128210519824020","authorIdStr":"4128210519824020"},"themes":[],"htmlText":"股债齐跌！美联储一夜“四鹰连击”，华尔街大惊失色","listText":"股债齐跌！美联储一夜“四鹰连击”，华尔街大惊失色","text":"股债齐跌！美联储一夜“四鹰连击”，华尔街大惊失色","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/620874558","repostId":"1121464484","repostType":2,"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281958348607696,"gmtCreate":1709865997154,"gmtModify":1709865999930,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4128210519824020","authorIdStr":"4128210519824020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$ </a> 降息还有多远","listText":"<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$ </a> 降息还有多远","text":"$3倍做多20年期以上国债ETF-Direxion(TMF)$ 降息还有多远","images":[{"img":"https://static.tigerbbs.com/72c8c0564cea2ce7746b81e1a37d5a6d","width":"954","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281958348607696","isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":629220843,"gmtCreate":1670558757982,"gmtModify":1670559399947,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4128210519824020","authorIdStr":"4128210519824020"},"themes":[],"htmlText":"。。。","listText":"。。。","text":"。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629220843","repostId":"1195857461","repostType":2,"repost":{"id":"1195857461","kind":"news","pubTimestamp":1670553644,"share":"https://www.laohu8.com/m/news/1195857461?lang=&edition=full","pubTime":"2022-12-09 10:40","market":"us","language":"zh","title":"观点 | MS的麻烦可能大了","url":"https://stock-news.laohu8.com/highlight/detail?id=1195857461","media":"老虎锐评","summary":"昨天晚些时候彭博发了这么一个消息，马斯克购买推特后面的银行财团（MS为首），正在考虑把马斯克的贷款给替换了，原来的利息太高。这样做的好处，是可以减少马斯克的负担。这个新闻表面上看上去平平无奇，但是逻辑","content":"<html><head></head><body><p>昨天晚些时候彭博发了这么一个消息，马斯克购买推特后面的银行财团（MS为首），正在考虑把马斯克的贷款给替换了，原来的利息太高。这样做的好处，是可以减少马斯克的负担。</p><p>这个新闻表面上看上去平平无奇，但是逻辑上却非常不对。银行不就靠着收利息赚钱吗，收的利息越高越好，什么时候突然想到为客户减轻负担，让自己少赚钱？下图是新闻截图。</p><p><img src=\"https://static.tigerbbs.com/a1836dd4ad64a6fbf978703f82765162\" tg-width=\"542\" tg-height=\"369\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>根据这个新闻，马斯克现在每年的利息支出就是$12亿，这个比我之前的估计还多了$2亿。推特在马斯克手上就是个烫手的山芋，可以让世界首富变成世界首负。下面是我之前对推特收购案中的贷款的评论。</p><p><i>“马斯克一直对11月初卖股没有评论，也就暗示了他可能还会卖股。除了这些可能要退回的外国资金，马斯克收购中还有$130亿银行资金需要偿还，这是大头。目前美国的利率高企，所以这些贷款的年利息就会高达$10亿，再加上推特本身又是个赔钱的公司，所以马斯克现在拿着推特非常难受。屋漏偏逢连夜雨，广告商现在还纷纷退出推特，马斯克裁码农就能解决问题？应该是把问题越搞越大。”</i></p><p>现在回到核心问题，为什么MS要主动帮客户提出减轻利息支出？而且从彭博的新闻来看，MS的态度比马斯克更积极，更想推动给贷款降利息的工作，特别是去置换那部分没有抵押的贷款（$30亿）。（The discussions have so far focused on how to replace $3 billion of unsecured debt on which Twitter pays an interest rate of 11.75%）。</p><p>一切都很反常，银行想为了客户降息，客户却不着急（不然这事儿也用不着曝光，很快双方就应该定了）。我能想到的一个合理解释是这样——</p><p>马斯克的特斯拉股票质押率非常高，下表是之前的统计。MS和他的关系最好，所以很有可能这些股票的绝大部分都在MS。根据当前股价来看（每股$170，2020年等同于每股$510），他2020年就质押了大约$450亿，考虑到之前的股价更高，实际套现金额说不定更高，这是个非常大的数字。</p><p><img src=\"https://static.tigerbbs.com/baf49d907cff4d938d3cef8d8240f016\" tg-width=\"658\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>现在特斯拉股价已经回撤了50%，按照规定，MS必须要马斯克质押更多股票或者是让马斯克还钱。但MS接受的特斯拉股票质押可能已经太多，风控部门已经不允许马斯克继续质押股票了（想想当年乐视老板质押的股票），所以只能让马斯克还钱。但是马斯克现在是没钱的，要还钱就只能大量卖股票，而卖股票对于MS来说就是快速死亡，会触发一系列Margin Call。</p><p>所以MS现在和马斯克绑定到一条船上了，这件事情对于MS非常不好。MS现在只能祈求马斯克自己能够度过难关，特斯拉股价能够挺住，不然风控到了最后肯定会要求清仓。现在唯一能够帮助马斯克的，就是帮他债务负担减轻一点。MS要想办法，把那笔没有抵押的$30亿换成有抵押的$30亿，至少在极端情况下，有些资产可以追溯回来。现在这件事没谈下来，可能就是马斯克不同意用资产去质押贷款，即使利息便宜一些，死猪不怕开水烫的样子。</p><p>MS麻烦大了。</p></body></html>","source":"lsy1635821181494","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>观点 | MS的麻烦可能大了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n观点 | MS的麻烦可能大了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 10:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/TnWqCOudhAzzghKEUDkblA><strong>老虎锐评</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨天晚些时候彭博发了这么一个消息，马斯克购买推特后面的银行财团（MS为首），正在考虑把马斯克的贷款给替换了，原来的利息太高。这样做的好处，是可以减少马斯克的负担。这个新闻表面上看上去平平无奇，但是逻辑上却非常不对。银行不就靠着收利息赚钱吗，收的利息越高越好，什么时候突然想到为客户减轻负担，让自己少赚钱？下图是新闻截图。根据这个新闻，马斯克现在每年的利息支出就是$12亿，这个比我之前的估计还多了$2...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/TnWqCOudhAzzghKEUDkblA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2c0b8b70e62c31099a0930308087d87","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://mp.weixin.qq.com/s/TnWqCOudhAzzghKEUDkblA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195857461","content_text":"昨天晚些时候彭博发了这么一个消息，马斯克购买推特后面的银行财团（MS为首），正在考虑把马斯克的贷款给替换了，原来的利息太高。这样做的好处，是可以减少马斯克的负担。这个新闻表面上看上去平平无奇，但是逻辑上却非常不对。银行不就靠着收利息赚钱吗，收的利息越高越好，什么时候突然想到为客户减轻负担，让自己少赚钱？下图是新闻截图。根据这个新闻，马斯克现在每年的利息支出就是$12亿，这个比我之前的估计还多了$2亿。推特在马斯克手上就是个烫手的山芋，可以让世界首富变成世界首负。下面是我之前对推特收购案中的贷款的评论。“马斯克一直对11月初卖股没有评论，也就暗示了他可能还会卖股。除了这些可能要退回的外国资金，马斯克收购中还有$130亿银行资金需要偿还，这是大头。目前美国的利率高企，所以这些贷款的年利息就会高达$10亿，再加上推特本身又是个赔钱的公司，所以马斯克现在拿着推特非常难受。屋漏偏逢连夜雨，广告商现在还纷纷退出推特，马斯克裁码农就能解决问题？应该是把问题越搞越大。”现在回到核心问题，为什么MS要主动帮客户提出减轻利息支出？而且从彭博的新闻来看，MS的态度比马斯克更积极，更想推动给贷款降利息的工作，特别是去置换那部分没有抵押的贷款（$30亿）。（The discussions have so far focused on how to replace $3 billion of unsecured debt on which Twitter pays an interest rate of 11.75%）。一切都很反常，银行想为了客户降息，客户却不着急（不然这事儿也用不着曝光，很快双方就应该定了）。我能想到的一个合理解释是这样——马斯克的特斯拉股票质押率非常高，下表是之前的统计。MS和他的关系最好，所以很有可能这些股票的绝大部分都在MS。根据当前股价来看（每股$170，2020年等同于每股$510），他2020年就质押了大约$450亿，考虑到之前的股价更高，实际套现金额说不定更高，这是个非常大的数字。现在特斯拉股价已经回撤了50%，按照规定，MS必须要马斯克质押更多股票或者是让马斯克还钱。但MS接受的特斯拉股票质押可能已经太多，风控部门已经不允许马斯克继续质押股票了（想想当年乐视老板质押的股票），所以只能让马斯克还钱。但是马斯克现在是没钱的，要还钱就只能大量卖股票，而卖股票对于MS来说就是快速死亡，会触发一系列Margin Call。所以MS现在和马斯克绑定到一条船上了，这件事情对于MS非常不好。MS现在只能祈求马斯克自己能够度过难关，特斯拉股价能够挺住，不然风控到了最后肯定会要求清仓。现在唯一能够帮助马斯克的，就是帮他债务负担减轻一点。MS要想办法，把那笔没有抵押的$30亿换成有抵押的$30亿，至少在极端情况下，有些资产可以追溯回来。现在这件事没谈下来，可能就是马斯克不同意用资产去质押贷款，即使利息便宜一些，死猪不怕开水烫的样子。MS麻烦大了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369950766932152,"gmtCreate":1731337604543,"gmtModify":1731831071178,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4128210519824020","authorIdStr":"4128210519824020"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20241115 310.0 PUT\">$TSLA 20241115 310.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20241115 310.0 PUT\">$TSLA 20241115 310.0 PUT$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了1手$TSLA 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,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281961081602320","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281957763440952,"gmtCreate":1709865808598,"gmtModify":1709865811516,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4128210519824020","authorIdStr":"4128210519824020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$ </a> 降息还有多远","listText":"<a href=\"https://laohu8.com/S/TMF\">$3倍做多20年期以上国债ETF-Direxion(TMF)$ </a> 降息还有多远","text":"$3倍做多20年期以上国债ETF-Direxion(TMF)$ 降息还有多远","images":[{"img":"https://static.tigerbbs.com/95046839e01d670dccc0a3353e6b8ba6","width":"954","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281957763440952","isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":271290932912240,"gmtCreate":1707284897086,"gmtModify":1730907498092,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4128210519824020","authorIdStr":"4128210519824020"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/FTNT 20240209 70.0 CALL\">$FTNT 20240209 70.0 CALL$&nbsp;</a>,财报前上50%仓位保护","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/FTNT 20240209 70.0 CALL\">$FTNT 20240209 70.0 CALL$&nbsp;</a>,财报前上50%仓位保护","text":"我开仓了1手$FTNT 20240209 70.0 CALL$ ,财报前上50%仓位保护","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271290932912240","isVote":1,"tweetType":1,"viewCount":4524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267500316770592,"gmtCreate":1706332108811,"gmtModify":1720535193238,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4128210519824020","authorIdStr":"4128210519824020"},"themes":[],"htmlText":"我开仓了40.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了40.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了40.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/267500316770592","isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622470635,"gmtCreate":1675841524527,"gmtModify":1675841863666,"author":{"id":"4128210519824020","authorId":"4128210519824020","name":"番茄爸爸","avatar":"https://static.tigerbbs.com/79b8930a3fc48d72a6e29a8e926d606d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4128210519824020","authorIdStr":"4128210519824020"},"themes":[],"htmlText":"对的","listText":"对的","text":"对的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622470635","repostId":"1173490226","repostType":2,"repost":{"id":"1173490226","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1675827870,"share":"https://www.laohu8.com/m/news/1173490226?lang=&edition=full","pubTime":"2023-02-08 11:44","market":"us","language":"zh","title":"期权大单 |  暴跌48%，一场意外的收割来得太快！旗下业务引入ChatGPT，微软“站上风口”","url":"https://stock-news.laohu8.com/highlight/detail?id=1173490226","media":"老虎资讯综合","summary":"摘要：美东时间2月7日（周二），期权市场总成交量达42,609,967张合约，其中，看涨期权占比55%；旗下搜索引擎引入ChatGPT，微软“站上风口”！股价续涨没悬念？一、市场概览美东时间2月7日（","content":"<html><head></head><body><blockquote><b>摘要：美东时间2月7日（周二），期权市场总成交量达42,609,967张合约，其中，看涨期权占比55%；旗下搜索引擎引入ChatGPT，<a href=\"https://laohu8.com/S/MSFT\">微软</a>“站上风口”！股价续涨没悬念？</b></blockquote><p><b>一、市场概览</b></p><p>美东时间2月7日（周二），美股三大指数在跌宕起伏中集体收涨。虽然美联储主席鲍威尔发表了鹰派言论，但其基调并不比上周的发言更加强硬，市场选择继续冒险。截至收盘，道指涨265.67点，涨幅为0.78%，报34156.69点；纳指涨226.34点，涨幅为1.90%，报12113.79点；标普500指数涨52.92点，涨幅为1.29%，报4164.00点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6704e24ffffcb696dd3e7b36dee47870\" tg-width=\"969\" tg-height=\"152\" referrerpolicy=\"no-referrer\"/><span>数据来源：老虎国际</span></p><p>周二，期权市场总成交量达42,609,967张合约，其中，看涨期权占比55%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccf245b81c8ec396c46cb7131605910d\" tg-width=\"1872\" tg-height=\"446\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p>标普指数ETF-SPY期权成交1015万张合约，其中，看跌期权占比55%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159e725c5232a01f46c86322e9401be1\" tg-width=\"1578\" tg-height=\"464\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p><b>二、期权成交总量TOP10</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bd6140c864a7ef08d812a98fb7a2146\" tg-width=\"828\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><span>数据来源：老虎国际</span></p><p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>周二涨超1%，报196,81美元。期权合约成交241.7万张，看涨期权占全部期权交易的62%。2023年2月10日到期行权价为200美元<b>看涨期权</b>的成交量特别高，成交量为184,953张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3800853eee5eb3663e0c7424c17677be\" tg-width=\"1605\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><blockquote><b>暴跌48%，一场意外的收割，来得太快！</b></blockquote><p>股票大涨后，<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>打算趁着市场东风，通过股票增发向投资者寻求更多资金，以此来避免破产的窘境。然而散户大军却并不买账<b>。</b></p><p><b>3B家居</b>周二暴跌48%，报3,01美元。消息方面：3B家居公告称，该公司完成公开股票发售，所得款项将立即用于偿还信贷安排下的未偿借款；公司已经启动逐步关闭门店的计划，最终继续运营的门店数量为360家；预计数字渠道在销售中的占比将更高。</p><p>值得一提的是，前一交易日（2月6日），受散户投资者追捧，3B家居股价飙涨超92%，创下该股历史上最大单日涨幅，盘中至少触发2次熔断。数据显示，3B家居当天约有2.4亿股易手，是过去一个月平均水平的3倍多。</p><p><span style=\"color:rgba(136,58,51,1);\">周二，3B家居期权合约成交109.7万张，看涨期权占全部期权交易的56%。2023年2月10日到期行权价为4美元</span><span style=\"color:rgba(136,58,51,1);\"><b>看涨期权</b></span><span style=\"color:rgba(136,58,51,1);\">的成交量特别高，成交量为72,404张。这意味着在期权市场中，部分投资者押注3B家居在未来几天会有反抽动作。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a77535fc35640897a9006b30d29c6b58\" tg-width=\"1602\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><blockquote><b>ChatGPT的意外爆红，让微软在搜索业务上有了“底气”</b></blockquote><p><b>微软</b>周二涨超4%，报267,56美元。消息方面：<b>微软宣布在旗下搜索引擎中引入ChatGPT！</b>北京时间2月8日凌晨，在微软召开的发布会上，微软正式宣布推出由ChatGPT支持的最新版本人工智能搜索引擎Bing（必应）和Edge浏览器。</p><p>微软CEO萨提亚·纳德拉在发布会上高调宣称，这是“搜索的新一天”，“比赛从今天开始”。纳德拉表示，“搜索引擎迎来了新时代”。微软必应正在进行大规模的升级，允许用户与其聊天，以搜索查询更详细的答案。<b>OpenAI首席执行官Sam Altman证实，微软将OpenAI的一些GPT-3.5语言技术融入到必应中，以提高必应的性能。</b></p><p>新版Bing最大的升级是，除了传统搜索展示的Web Link，Bing还会在网页右侧直接给出答案。它能够类似于ChatGPT的方式回答具有上下文的问题，如对比产品优劣、制定旅行计划、定制聚会菜单等，从而大大优化搜索体验。</p><p>纳德拉认为，搜索引擎是一项非常有利可图的业务，AI技术确保了微软能在这一领域继续进击。</p><blockquote>“（搜索领域的）范式转换是我们创新的绝佳机会。我们更应该优先考虑的是，应该重新思考搜索到底意味着什么。实际上，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>之所以一开始能够取得成功，是因为它重新构思了搜索领域可以做些什么。”</blockquote><p><span style=\"color:rgba(134,57,50,1);\">周二，微软期权合约成交82.28万张，看涨期权占全部期权交易的67%。2023年2月10日到期行权价为270美元</span><span style=\"color:rgba(134,57,50,1);\"><b>看涨期权</b></span><span style=\"color:rgba(134,57,50,1);\">的成交量特别高，成交量为63,793张</span><span style=\"color:rgba(124,51,45,1);\">。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/273563b4fc159ce54012817526f3cdb4\" tg-width=\"1604\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p><b>三、异动观察</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814e4ed0038da2a16b383c91609ffcd1\" tg-width=\"1787\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a></b>周二涨超4%，报107.64美元。2023年2月10日到期行权价为110美元看涨期权的成交量特别高，成交量为47,872张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/faca624fdf0f3a281b7b1b294d318b77\" tg-width=\"1602\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/UBER\">优步</a></b>周二涨近3%，报34.90美元。2023年2月10日到期行权价为36美元看涨期权的成交量特别高，成交量为23,826张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d68df099ca56e40d4f4a722aa5039e1\" tg-width=\"1605\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单 |  暴跌48%，一场意外的收割来得太快！旗下业务引入ChatGPT，微软“站上风口”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 |  暴跌48%，一场意外的收割来得太快！旗下业务引入ChatGPT，微软“站上风口”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-02-08 11:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：美东时间2月7日（周二），期权市场总成交量达42,609,967张合约，其中，看涨期权占比55%；旗下搜索引擎引入ChatGPT，<a href=\"https://laohu8.com/S/MSFT\">微软</a>“站上风口”！股价续涨没悬念？</b></blockquote><p><b>一、市场概览</b></p><p>美东时间2月7日（周二），美股三大指数在跌宕起伏中集体收涨。虽然美联储主席鲍威尔发表了鹰派言论，但其基调并不比上周的发言更加强硬，市场选择继续冒险。截至收盘，道指涨265.67点，涨幅为0.78%，报34156.69点；纳指涨226.34点，涨幅为1.90%，报12113.79点；标普500指数涨52.92点，涨幅为1.29%，报4164.00点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6704e24ffffcb696dd3e7b36dee47870\" tg-width=\"969\" tg-height=\"152\" referrerpolicy=\"no-referrer\"/><span>数据来源：老虎国际</span></p><p>周二，期权市场总成交量达42,609,967张合约，其中，看涨期权占比55%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccf245b81c8ec396c46cb7131605910d\" tg-width=\"1872\" tg-height=\"446\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p>标普指数ETF-SPY期权成交1015万张合约，其中，看跌期权占比55%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159e725c5232a01f46c86322e9401be1\" tg-width=\"1578\" tg-height=\"464\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p><b>二、期权成交总量TOP10</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bd6140c864a7ef08d812a98fb7a2146\" tg-width=\"828\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><span>数据来源：老虎国际</span></p><p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>周二涨超1%，报196,81美元。期权合约成交241.7万张，看涨期权占全部期权交易的62%。2023年2月10日到期行权价为200美元<b>看涨期权</b>的成交量特别高，成交量为184,953张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3800853eee5eb3663e0c7424c17677be\" tg-width=\"1605\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><blockquote><b>暴跌48%，一场意外的收割，来得太快！</b></blockquote><p>股票大涨后，<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>打算趁着市场东风，通过股票增发向投资者寻求更多资金，以此来避免破产的窘境。然而散户大军却并不买账<b>。</b></p><p><b>3B家居</b>周二暴跌48%，报3,01美元。消息方面：3B家居公告称，该公司完成公开股票发售，所得款项将立即用于偿还信贷安排下的未偿借款；公司已经启动逐步关闭门店的计划，最终继续运营的门店数量为360家；预计数字渠道在销售中的占比将更高。</p><p>值得一提的是，前一交易日（2月6日），受散户投资者追捧，3B家居股价飙涨超92%，创下该股历史上最大单日涨幅，盘中至少触发2次熔断。数据显示，3B家居当天约有2.4亿股易手，是过去一个月平均水平的3倍多。</p><p><span style=\"color:rgba(136,58,51,1);\">周二，3B家居期权合约成交109.7万张，看涨期权占全部期权交易的56%。2023年2月10日到期行权价为4美元</span><span style=\"color:rgba(136,58,51,1);\"><b>看涨期权</b></span><span style=\"color:rgba(136,58,51,1);\">的成交量特别高，成交量为72,404张。这意味着在期权市场中，部分投资者押注3B家居在未来几天会有反抽动作。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a77535fc35640897a9006b30d29c6b58\" tg-width=\"1602\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><blockquote><b>ChatGPT的意外爆红，让微软在搜索业务上有了“底气”</b></blockquote><p><b>微软</b>周二涨超4%，报267,56美元。消息方面：<b>微软宣布在旗下搜索引擎中引入ChatGPT！</b>北京时间2月8日凌晨，在微软召开的发布会上，微软正式宣布推出由ChatGPT支持的最新版本人工智能搜索引擎Bing（必应）和Edge浏览器。</p><p>微软CEO萨提亚·纳德拉在发布会上高调宣称，这是“搜索的新一天”，“比赛从今天开始”。纳德拉表示，“搜索引擎迎来了新时代”。微软必应正在进行大规模的升级，允许用户与其聊天，以搜索查询更详细的答案。<b>OpenAI首席执行官Sam Altman证实，微软将OpenAI的一些GPT-3.5语言技术融入到必应中，以提高必应的性能。</b></p><p>新版Bing最大的升级是，除了传统搜索展示的Web Link，Bing还会在网页右侧直接给出答案。它能够类似于ChatGPT的方式回答具有上下文的问题，如对比产品优劣、制定旅行计划、定制聚会菜单等，从而大大优化搜索体验。</p><p>纳德拉认为，搜索引擎是一项非常有利可图的业务，AI技术确保了微软能在这一领域继续进击。</p><blockquote>“（搜索领域的）范式转换是我们创新的绝佳机会。我们更应该优先考虑的是，应该重新思考搜索到底意味着什么。实际上，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>之所以一开始能够取得成功，是因为它重新构思了搜索领域可以做些什么。”</blockquote><p><span style=\"color:rgba(134,57,50,1);\">周二，微软期权合约成交82.28万张，看涨期权占全部期权交易的67%。2023年2月10日到期行权价为270美元</span><span style=\"color:rgba(134,57,50,1);\"><b>看涨期权</b></span><span style=\"color:rgba(134,57,50,1);\">的成交量特别高，成交量为63,793张</span><span style=\"color:rgba(124,51,45,1);\">。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/273563b4fc159ce54012817526f3cdb4\" tg-width=\"1604\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p><b>三、异动观察</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814e4ed0038da2a16b383c91609ffcd1\" tg-width=\"1787\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a></b>周二涨超4%，报107.64美元。2023年2月10日到期行权价为110美元看涨期权的成交量特别高，成交量为47,872张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/faca624fdf0f3a281b7b1b294d318b77\" tg-width=\"1602\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/UBER\">优步</a></b>周二涨近3%，报34.90美元。2023年2月10日到期行权价为36美元看涨期权的成交量特别高，成交量为23,826张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d68df099ca56e40d4f4a722aa5039e1\" tg-width=\"1605\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><span>数据来源：Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0238689110.USD":"贝莱德环球动力股票基金","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","QQQ":"纳指100ETF","GOOGL":"谷歌A","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4567":"ESG概念","LU0109392836.USD":"富兰克林科技股A","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4566":"资本集团","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BBBY":"3B家居","TSLA":"特斯拉","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","MSFT":"微软","SPY":"标普500ETF","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","UBER":"优步","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173490226","content_text":"摘要：美东时间2月7日（周二），期权市场总成交量达42,609,967张合约，其中，看涨期权占比55%；旗下搜索引擎引入ChatGPT，微软“站上风口”！股价续涨没悬念？一、市场概览美东时间2月7日（周二），美股三大指数在跌宕起伏中集体收涨。虽然美联储主席鲍威尔发表了鹰派言论，但其基调并不比上周的发言更加强硬，市场选择继续冒险。截至收盘，道指涨265.67点，涨幅为0.78%，报34156.69点；纳指涨226.34点，涨幅为1.90%，报12113.79点；标普500指数涨52.92点，涨幅为1.29%，报4164.00点。数据来源：老虎国际周二，期权市场总成交量达42,609,967张合约，其中，看涨期权占比55%。数据来源：Market Chameleon标普指数ETF-SPY期权成交1015万张合约，其中，看跌期权占比55%。数据来源：Market Chameleon二、期权成交总量TOP10数据来源：老虎国际特斯拉周二涨超1%，报196,81美元。期权合约成交241.7万张，看涨期权占全部期权交易的62%。2023年2月10日到期行权价为200美元看涨期权的成交量特别高，成交量为184,953张。数据来源：Market Chameleon暴跌48%，一场意外的收割，来得太快！股票大涨后，3B家居打算趁着市场东风，通过股票增发向投资者寻求更多资金，以此来避免破产的窘境。然而散户大军却并不买账。3B家居周二暴跌48%，报3,01美元。消息方面：3B家居公告称，该公司完成公开股票发售，所得款项将立即用于偿还信贷安排下的未偿借款；公司已经启动逐步关闭门店的计划，最终继续运营的门店数量为360家；预计数字渠道在销售中的占比将更高。值得一提的是，前一交易日（2月6日），受散户投资者追捧，3B家居股价飙涨超92%，创下该股历史上最大单日涨幅，盘中至少触发2次熔断。数据显示，3B家居当天约有2.4亿股易手，是过去一个月平均水平的3倍多。周二，3B家居期权合约成交109.7万张，看涨期权占全部期权交易的56%。2023年2月10日到期行权价为4美元看涨期权的成交量特别高，成交量为72,404张。这意味着在期权市场中，部分投资者押注3B家居在未来几天会有反抽动作。数据来源：Market ChameleonChatGPT的意外爆红，让微软在搜索业务上有了“底气”微软周二涨超4%，报267,56美元。消息方面：微软宣布在旗下搜索引擎中引入ChatGPT！北京时间2月8日凌晨，在微软召开的发布会上，微软正式宣布推出由ChatGPT支持的最新版本人工智能搜索引擎Bing（必应）和Edge浏览器。微软CEO萨提亚·纳德拉在发布会上高调宣称，这是“搜索的新一天”，“比赛从今天开始”。纳德拉表示，“搜索引擎迎来了新时代”。微软必应正在进行大规模的升级，允许用户与其聊天，以搜索查询更详细的答案。OpenAI首席执行官Sam Altman证实，微软将OpenAI的一些GPT-3.5语言技术融入到必应中，以提高必应的性能。新版Bing最大的升级是，除了传统搜索展示的网页链接，Bing还会在网页右侧直接给出答案。它能够类似于ChatGPT的方式回答具有上下文的问题，如对比产品优劣、制定旅行计划、定制聚会菜单等，从而大大优化搜索体验。纳德拉认为，搜索引擎是一项非常有利可图的业务，AI技术确保了微软能在这一领域继续进击。“（搜索领域的）范式转换是我们创新的绝佳机会。我们更应该优先考虑的是，应该重新思考搜索到底意味着什么。实际上，谷歌之所以一开始能够取得成功，是因为它重新构思了搜索领域可以做些什么。”周二，微软期权合约成交82.28万张，看涨期权占全部期权交易的67%。2023年2月10日到期行权价为270美元看涨期权的成交量特别高，成交量为63,793张。数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon谷歌A周二涨超4%，报107.64美元。2023年2月10日到期行权价为110美元看涨期权的成交量特别高，成交量为47,872张。数据来源：Market Chameleon优步周二涨近3%，报34.90美元。2023年2月10日到期行权价为36美元看涨期权的成交量特别高，成交量为23,826张。数据来源：Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}