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independen23
06-24
Replying to
@可人_5197
:微软算不算一直上涨的股票//
@可人_5197
:没有一直上涨的股票,别被洗脑了
independen23
06-19
还没到要回调的时候
independen23
06-18
这周应该能到
independen23
06-17
冲吧
巨型ETF再平衡,英伟达将迎百亿美元买入?
independen23
06-06
$游戏驿站(GME)$
拉爆段永平[捂脸]
independen23
06-03
$英伟达(NVDA)$
这周破1250吧谢谢
independen23
05-24
去年同期6倍,去年400,今年应该2400了。增速丝毫不减,只不过是市值太大才涨得少了
@火火兔爸:
$英伟达(NVDA)$
这强度1200都不一定压得住
independen23
05-23
$英伟达(NVDA)$
1200见
independen23
05-16
$超微电脑(SMCI)$
突破了,第二浪上涨开始
independen23
04-25
$超微电脑(SMCI)$
周五880
independen23
04-02
$超微电脑(SMCI)$
1000亿市值,1800股价
independen23
03-29
这手拿住是十多倍啊
@爱梭哈的燕子:
$GOOGL 20240322 142.0 CALL$
最差劲股票,没有之[开心]
independen23
03-11
这篇文章不错,转发给大家看看
@美股研究社小苹果:SMCI 估计后面还有一波超级行情
independen23
2023-12-20
$英伟达(NVDA)$
站稳500这么难吗
independen23
2023-11-07
$纳指100ETF(QQQ)$
别装了下来吧
independen23
2023-09-27
$VinFast Auto(VFS)$
解禁了,流通股变多了没救了
independen23
2023-09-21
$VinFast Auto(VFS)$
财报不配合拉一波,没戏了。继续做空
independen23
2023-03-27
$标普500ETF(SPY)$
别装了快下来
independen23
2023-01-14
不错
@交易员Owen:简单聊聊昨晚的CPI
independen23
2022-12-28
这篇文章不错,转发给大家看看
@锐评:老虎锐评 | 特斯拉的空头都有谁?
去老虎APP查看更多动态
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to <a href=\"https://laohu8.com/U/3573040898369189\">@可人_5197</a>:微软算不算一直上涨的股票//<a href=\"https://laohu8.com/U/3573040898369189\">@可人_5197</a>:没有一直上涨的股票,别被洗脑了","listText":"Replying to <a href=\"https://laohu8.com/U/3573040898369189\">@可人_5197</a>:微软算不算一直上涨的股票//<a href=\"https://laohu8.com/U/3573040898369189\">@可人_5197</a>:没有一直上涨的股票,别被洗脑了","text":"Replying to @可人_5197:微软算不算一直上涨的股票//@可人_5197:没有一直上涨的股票,别被洗脑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/320207397003536","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573040898369189","authorId":"3573040898369189","name":"巴菲特调皮","avatar":"https://static.tigerbbs.com/d51f6ed2d542b9da07bce9e63f51b826","crmLevel":7,"crmLevelSwitch":1},"content":"也跌过啊,只是又遇风口了,这个概率很小的。英伟达涨到现在,向上推动力还在哪里?即使有,也是风险大于收益了。大家都想落袋为安了","text":"也跌过啊,只是又遇风口了,这个概率很小的。英伟达涨到现在,向上推动力还在哪里?即使有,也是风险大于收益了。大家都想落袋为安了","html":"也跌过啊,只是又遇风口了,这个概率很小的。英伟达涨到现在,向上推动力还在哪里?即使有,也是风险大于收益了。大家都想落袋为安了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318566864134392,"gmtCreate":1718790320897,"gmtModify":1718790323003,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"还没到要回调的时候","listText":"还没到要回调的时候","text":"还没到要回调的时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318566864134392","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318161997312216,"gmtCreate":1718714811914,"gmtModify":1718714813892,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这周应该能到","listText":"这周应该能到","text":"这周应该能到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318161997312216","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317815119200480,"gmtCreate":1718630203600,"gmtModify":1718630205421,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"冲吧","listText":"冲吧","text":"冲吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317815119200480","repostId":"1102863921","repostType":2,"repost":{"id":"1102863921","pubTimestamp":1718614861,"share":"https://www.laohu8.com/m/news/1102863921?lang=&edition=full","pubTime":"2024-06-17 17:01","market":"us","language":"zh","title":"巨型ETF再平衡,英伟达将迎百亿美元买入?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102863921","media":"华尔街见闻","summary":"追踪科技股的最大ETF SPDR基金(XLK)将在本周进行季度再平衡,调整股权权重。","content":"<html><head></head><body><p>700亿美元巨型ETF将在本周进行再平衡,英伟达是否会取代苹果成为其第二大持股?</p><p style=\"text-align: justify;\">据媒体上周五报道,<strong>追踪科技股的最大ETF SPDR基金(XLK)将在本周进行季度再平衡,调整股权权重。目前苹果和微软分别占该基金约22%的权重,英伟达在该基金中的权重占不到6%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a71eb6df5ac3e5910bc311db9529a1\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">截至上周五收盘,微软、苹果和英伟达的市值相差均在1000亿美元以内,根据谷歌财经数据苹果市值为3.26万亿美元,英伟达市值为3.24万亿。XLK的持仓根据流通股调整后的市值来做出决定,因此交易员可能需要等待标普、道指的官方通知才能确定最终顺序。</p><p style=\"text-align: justify;\">瑞银在此前的报告中预测:</p><blockquote><p style=\"text-align: justify;\">如果英伟达升至第二位,而苹果降至第三位,那么英伟达在该基金中的权重将跃升至21%,而苹果的权重将降至仅4.5%。</p><p style=\"text-align: justify;\"><strong>而英伟达15%的权重波动意味着该基金需要买入大量英伟达股票,金额可能高达100亿美元,而且全部要在6月21日或非常接近该日期的重新平衡日购买,这种大规模的交易有可能在短期推高英伟达股价。</strong></p></blockquote><p style=\"text-align: justify;\">对比之下,上周五英伟达的总成交量约为500亿美元。</p><p style=\"text-align: justify;\">分析指出,指数基金出现这种大转变并不常见,但并非史无前例。SPDR美洲研究主管Matthew Bartolini指出:</p><blockquote><p style=\"text-align: justify;\">之前曾出现围绕行业分类变化的再平衡,例如亚马逊被移至非必需消费品类别。如果我们被迫进行一笔相当重大的交易,我认为我们有能力应对。</p></blockquote></body></html>","source":"live_wallstreetcn","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>巨型ETF再平衡,英伟达将迎百亿美元买入?</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巨型ETF再平衡,英伟达将迎百亿美元买入?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-17 17:01 北京时间 <a href=https://wallstreetcn.com/articles/3717371><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>700亿美元巨型ETF将在本周进行再平衡,英伟达是否会取代苹果成为其第二大持股?据媒体上周五报道,追踪科技股的最大ETF SPDR基金(XLK)将在本周进行季度再平衡,调整股权权重。目前苹果和微软分别占该基金约22%的权重,英伟达在该基金中的权重占不到6%。截至上周五收盘,微软、苹果和英伟达的市值相差均在1000亿美元以内,根据谷歌财经数据苹果市值为3.26万亿美元,英伟达市值为3.24万亿。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717371\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d788f727e26434db149309671116a447","relate_stocks":{"XLK":"高科技指数ETF-SPDR","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3717371","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1102863921","content_text":"700亿美元巨型ETF将在本周进行再平衡,英伟达是否会取代苹果成为其第二大持股?据媒体上周五报道,追踪科技股的最大ETF SPDR基金(XLK)将在本周进行季度再平衡,调整股权权重。目前苹果和微软分别占该基金约22%的权重,英伟达在该基金中的权重占不到6%。截至上周五收盘,微软、苹果和英伟达的市值相差均在1000亿美元以内,根据谷歌财经数据苹果市值为3.26万亿美元,英伟达市值为3.24万亿。XLK的持仓根据流通股调整后的市值来做出决定,因此交易员可能需要等待标普、道指的官方通知才能确定最终顺序。瑞银在此前的报告中预测:如果英伟达升至第二位,而苹果降至第三位,那么英伟达在该基金中的权重将跃升至21%,而苹果的权重将降至仅4.5%。而英伟达15%的权重波动意味着该基金需要买入大量英伟达股票,金额可能高达100亿美元,而且全部要在6月21日或非常接近该日期的重新平衡日购买,这种大规模的交易有可能在短期推高英伟达股价。对比之下,上周五英伟达的总成交量约为500亿美元。分析指出,指数基金出现这种大转变并不常见,但并非史无前例。SPDR美洲研究主管Matthew Bartolini指出:之前曾出现围绕行业分类变化的再平衡,例如亚马逊被移至非必需消费品类别。如果我们被迫进行一笔相当重大的交易,我认为我们有能力应对。","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313755756941560,"gmtCreate":1717638916459,"gmtModify":1717638918078,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>拉爆段永平[捂脸] ","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$ </a>拉爆段永平[捂脸] ","text":"$游戏驿站(GME)$ 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周五880","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298841501155344","isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290897625182440,"gmtCreate":1712045896210,"gmtModify":1712047752449,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>1000亿市值,1800股价","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>1000亿市值,1800股价","text":"$超微电脑(SMCI)$ 1000亿市值,1800股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290897625182440","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289398507712688,"gmtCreate":1711676830993,"gmtModify":1711676832525,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这手拿住是十多倍啊","listText":"这手拿住是十多倍啊","text":"这手拿住是十多倍啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289398507712688","repostId":"281435833888784","repostType":1,"repost":{"id":281435833888784,"gmtCreate":1709738305615,"gmtModify":1709738391169,"author":{"id":"139737599118229","authorId":"139737599118229","name":"爱梭哈的燕子","avatar":"https://static.tigerbbs.com/50784c876364059e801b1a462bbee4d9","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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估计后面还有一波超级行情","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> SMCI 估计后面还有一波超级行情: 1、市场原本预期今年AI液冷服务器增长80%左右,但现在看来翻倍增长可能都不止,这个赛道的公司业绩基本都是爆炸式增长,之前对SMCI的预期还要再乐观一些。 2、AMD今年的AI业务增长,对SMCI算是一个利好。 3、AAPL也要准备大力搞AI了,年前机构预期今年要花45亿美元,但现在所有巨头的投入都是100~200亿美元区间范围,AAPL估计会加大投入,SMCI现在正在抢AAPL的订单,抢到的概率不低。 4、今晚盘后有可能会进入标普,这个目前可能是利好,也可能不是利好,但一旦进入,SMCI必然会被买爆,因为之前很多机构都没有买SMCI,这次要进入标普之后,估计得有几十家机构排队抢筹码。 5、AVGO下周发财报,如果出利好的话,那SMCI又要跟着大涨 6、NVDA的GTC大会,这肯定是SMCI一个确定性的利好 7、戴尔首席运营官杰夫·克拉克在周四下午的财报电话会议上表示:“我们还看到人们对配备下一代人工智能GPU的人工智能优化服务器(包括 [Nvidia的] H200和 [AMD的] MI300X)的浓厚兴趣和订单。” 这对SMCI也算是催化剂,传统的服务器肯定都要更新换代了。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> SMCI 估计后面还有一波超级行情: 1、市场原本预期今年AI液冷服务器增长80%左右,但现在看来翻倍增长可能都不止,这个赛道的公司业绩基本都是爆炸式增长,之前对SMCI的预期还要再乐观一些。 2、AMD今年的AI业务增长,对SMCI算是一个利好。 3、AAPL也要准备大力搞AI了,年前机构预期今年要花45亿美元,但现在所有巨头的投入都是100~200亿美元区间范围,AAPL估计会加大投入,SMCI现在正在抢AAPL的订单,抢到的概率不低。 4、今晚盘后有可能会进入标普,这个目前可能是利好,也可能不是利好,但一旦进入,SMCI必然会被买爆,因为之前很多机构都没有买SMCI,这次要进入标普之后,估计得有几十家机构排队抢筹码。 5、AVGO下周发财报,如果出利好的话,那SMCI又要跟着大涨 6、NVDA的GTC大会,这肯定是SMCI一个确定性的利好 7、戴尔首席运营官杰夫·克拉克在周四下午的财报电话会议上表示:“我们还看到人们对配备下一代人工智能GPU的人工智能优化服务器(包括 [Nvidia的] H200和 [AMD的] MI300X)的浓厚兴趣和订单。” 这对SMCI也算是催化剂,传统的服务器肯定都要更新换代了。","text":"$超微电脑(SMCI)$ SMCI 估计后面还有一波超级行情: 1、市场原本预期今年AI液冷服务器增长80%左右,但现在看来翻倍增长可能都不止,这个赛道的公司业绩基本都是爆炸式增长,之前对SMCI的预期还要再乐观一些。 2、AMD今年的AI业务增长,对SMCI算是一个利好。 3、AAPL也要准备大力搞AI了,年前机构预期今年要花45亿美元,但现在所有巨头的投入都是100~200亿美元区间范围,AAPL估计会加大投入,SMCI现在正在抢AAPL的订单,抢到的概率不低。 4、今晚盘后有可能会进入标普,这个目前可能是利好,也可能不是利好,但一旦进入,SMCI必然会被买爆,因为之前很多机构都没有买SMCI,这次要进入标普之后,估计得有几十家机构排队抢筹码。 5、AVGO下周发财报,如果出利好的话,那SMCI又要跟着大涨 6、NVDA的GTC大会,这肯定是SMCI一个确定性的利好 7、戴尔首席运营官杰夫·克拉克在周四下午的财报电话会议上表示:“我们还看到人们对配备下一代人工智能GPU的人工智能优化服务器(包括 [Nvidia的] H200和 [AMD的] MI300X)的浓厚兴趣和订单。” 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别装了快下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659895145","isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626988523,"gmtCreate":1673627952763,"gmtModify":1673627954737,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626988523","repostId":"626996021","repostType":1,"repost":{"id":626996021,"gmtCreate":1673609855963,"gmtModify":1673609912259,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"简单聊聊昨晚的CPI","htmlText":"技术上的形态变动,往往是基本面发生深刻变化后的市场反应,市场永远是正确的。当我们看不懂股价变化的时候,先别忙着怀疑市场,梳理一下基本面的消息,你可能会发现,一些不太起眼的微妙变化,却正是市场整体“变天”的根源所在。就像现在,我们等待了近一个月的美元反弹行情突然夭折,而10年期美债收益率也在小幅反弹后掉头直下,几乎刺破长期上涨趋势线,交易员对利率顶点的押注已经不断下移,这一切都在告诉我们:市场的交易逻辑正在渐渐发生扭转。从交易加息到交易衰退,是一个利空向另一个更大的利空切换的过程,必须有足够的精力和足够的专业认知才能紧跟市场的脉搏。今天,我们将结合CPI拐点之夜来整体聊一聊这个风波诡谲的金融世界。。。-----最近的美股市场确实越来越诡异了,单看标普指数的形态,正处在一个大型三角震荡的区间之内,日线的波动幅度变得越来越大,市场正在为中期走势寻找方向。统计一下波动数据我们会发现,最近一年里,标普的上涨交易日占到年总体交易日的比已经回落到了1974年以来的最低,没错,也就是近50年来的最低位,而离奇的是,标普的日涨幅中位数却爆出更大的冷门:出现了自1940年以来的最高读数,也就是80多年来的最高。看吧,我们所在的市场是怎样一个极端波动的市场:涨的时期最少,但涨的幅度却最猛,根据以往的经验来判断,这种上窜下跳的走势往往是风暴来临前的预兆,意味着一个更大级别行情的冲击:正如我们之前多次强调的,美股对衰退的计价很可能就要开始了,而CPI之夜引发的一次反弹行情更大概率上,是为了之后的跳水建造一个跳台而已。一个看似利好实则利空的日子每次CPI公布之夜市场都会出现大幅震荡,而这种波动很可能还会延续6个月左右,所以未来半年,CPI之夜将成为名副其实的“恐怖之夜”。你还记得上两回CPI数据么,美股都出现了超过2个百分点的涨幅,而我们也已经历了连续两次的低于平均预期的CPI数据,这让美国CPI见顶","listText":"技术上的形态变动,往往是基本面发生深刻变化后的市场反应,市场永远是正确的。当我们看不懂股价变化的时候,先别忙着怀疑市场,梳理一下基本面的消息,你可能会发现,一些不太起眼的微妙变化,却正是市场整体“变天”的根源所在。就像现在,我们等待了近一个月的美元反弹行情突然夭折,而10年期美债收益率也在小幅反弹后掉头直下,几乎刺破长期上涨趋势线,交易员对利率顶点的押注已经不断下移,这一切都在告诉我们:市场的交易逻辑正在渐渐发生扭转。从交易加息到交易衰退,是一个利空向另一个更大的利空切换的过程,必须有足够的精力和足够的专业认知才能紧跟市场的脉搏。今天,我们将结合CPI拐点之夜来整体聊一聊这个风波诡谲的金融世界。。。-----最近的美股市场确实越来越诡异了,单看标普指数的形态,正处在一个大型三角震荡的区间之内,日线的波动幅度变得越来越大,市场正在为中期走势寻找方向。统计一下波动数据我们会发现,最近一年里,标普的上涨交易日占到年总体交易日的比已经回落到了1974年以来的最低,没错,也就是近50年来的最低位,而离奇的是,标普的日涨幅中位数却爆出更大的冷门:出现了自1940年以来的最高读数,也就是80多年来的最高。看吧,我们所在的市场是怎样一个极端波动的市场:涨的时期最少,但涨的幅度却最猛,根据以往的经验来判断,这种上窜下跳的走势往往是风暴来临前的预兆,意味着一个更大级别行情的冲击:正如我们之前多次强调的,美股对衰退的计价很可能就要开始了,而CPI之夜引发的一次反弹行情更大概率上,是为了之后的跳水建造一个跳台而已。一个看似利好实则利空的日子每次CPI公布之夜市场都会出现大幅震荡,而这种波动很可能还会延续6个月左右,所以未来半年,CPI之夜将成为名副其实的“恐怖之夜”。你还记得上两回CPI数据么,美股都出现了超过2个百分点的涨幅,而我们也已经历了连续两次的低于平均预期的CPI数据,这让美国CPI见顶","text":"技术上的形态变动,往往是基本面发生深刻变化后的市场反应,市场永远是正确的。当我们看不懂股价变化的时候,先别忙着怀疑市场,梳理一下基本面的消息,你可能会发现,一些不太起眼的微妙变化,却正是市场整体“变天”的根源所在。就像现在,我们等待了近一个月的美元反弹行情突然夭折,而10年期美债收益率也在小幅反弹后掉头直下,几乎刺破长期上涨趋势线,交易员对利率顶点的押注已经不断下移,这一切都在告诉我们:市场的交易逻辑正在渐渐发生扭转。从交易加息到交易衰退,是一个利空向另一个更大的利空切换的过程,必须有足够的精力和足够的专业认知才能紧跟市场的脉搏。今天,我们将结合CPI拐点之夜来整体聊一聊这个风波诡谲的金融世界。。。-----最近的美股市场确实越来越诡异了,单看标普指数的形态,正处在一个大型三角震荡的区间之内,日线的波动幅度变得越来越大,市场正在为中期走势寻找方向。统计一下波动数据我们会发现,最近一年里,标普的上涨交易日占到年总体交易日的比已经回落到了1974年以来的最低,没错,也就是近50年来的最低位,而离奇的是,标普的日涨幅中位数却爆出更大的冷门:出现了自1940年以来的最高读数,也就是80多年来的最高。看吧,我们所在的市场是怎样一个极端波动的市场:涨的时期最少,但涨的幅度却最猛,根据以往的经验来判断,这种上窜下跳的走势往往是风暴来临前的预兆,意味着一个更大级别行情的冲击:正如我们之前多次强调的,美股对衰退的计价很可能就要开始了,而CPI之夜引发的一次反弹行情更大概率上,是为了之后的跳水建造一个跳台而已。一个看似利好实则利空的日子每次CPI公布之夜市场都会出现大幅震荡,而这种波动很可能还会延续6个月左右,所以未来半年,CPI之夜将成为名副其实的“恐怖之夜”。你还记得上两回CPI数据么,美股都出现了超过2个百分点的涨幅,而我们也已经历了连续两次的低于平均预期的CPI数据,这让美国CPI见顶","images":[{"img":"https://static.tigerbbs.com/2704170635b68698a583a1a02eb661db","width":"1080","height":"545"},{"img":"https://static.tigerbbs.com/763eed5d041a271d9b37ee6dde2c2ab2","width":"907","height":"585"},{"img":"https://static.tigerbbs.com/d33c4d4bd3d418cb158e2e9734308ed3","width":"837","height":"470"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626996021","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621848557,"gmtCreate":1672206168379,"gmtModify":1672207749475,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"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/621848557","repostId":"621882932","repostType":1,"repost":{"id":621882932,"gmtCreate":1672178040000,"gmtModify":1672300087508,"author":{"id":"3527667650848029","authorId":"3527667650848029","name":"锐评","avatar":"https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| 特斯拉的空头都有谁?","htmlText":"特斯拉盘前股价继续下跌,盘前已经到$116。周五的盘后和周二(今天)的盘前的交易都在下跌,这应该是有很多是零售券商的平仓盘,也就是说马斯克的margin call确实传染开了,演变成部分散户的margin call。特斯拉股价从$150下跌的这一波,最让人匪夷所思的是,至今还没有看到马斯克的FORM 4(售股记录)。根据美国SEC的要求,FROM 4必须要在出售后的2个工作日内公开,所以这里就有2种可能。可能1,马斯克在这一波股价下跌中并没有卖股票。尽管我分析了$145是一个margin call的价位,而且股价在$145之后下跌很快,下跌的样子也很像margin call(非常急促),但没有看到FORM 4,那证明也有可能马斯克没有卖股票。可能2,虽然马斯克卖了股票,但是他没有按时提交FORM 4。马斯克不遵守SEC文件递交也是有前科的,当初购买推特超过5%他就没有按时提交文件。如果最后的结果是“可能1”,也就是说马斯克在这一波股价下跌中没有卖股票,那么这一波大跌是谁在卖股票,就很值得思考了。因为马斯克的散户拥有者是没有那么大动力那么齐心一起抛售股票,所以集中抛售的力量肯定来自于机构。特斯拉的前4大股东,除了马斯克本人之外,剩下3个都是被动指数基金ETF。ETF在一个股票中占比很高,是一把双刃剑。ETF把坑占了以后,虽然自己不会主动抛售,但把股票的流动性缩小了,给了后面的主动性机构更多推动股票的能力;但是由于后面的主动性机构持仓并不多,所以能够抛售的空间也有限。总之,ETF占比高的股票,股价通常和指数走法相近,比方说苹果——当然苹果市值大,也算是影响指数的重要因素,两者相互关联。特斯拉股价这几天跌幅明显超过了指数,而主动抛售的空间又有限,这里就有两种可能:1,机构利用期权大举做空特斯拉;2,机构直接做空特斯拉逼仓(逼仓马斯克和散户)。当初散户利用做空期权,放大了自己的能力","listText":"特斯拉盘前股价继续下跌,盘前已经到$116。周五的盘后和周二(今天)的盘前的交易都在下跌,这应该是有很多是零售券商的平仓盘,也就是说马斯克的margin call确实传染开了,演变成部分散户的margin call。特斯拉股价从$150下跌的这一波,最让人匪夷所思的是,至今还没有看到马斯克的FORM 4(售股记录)。根据美国SEC的要求,FROM 4必须要在出售后的2个工作日内公开,所以这里就有2种可能。可能1,马斯克在这一波股价下跌中并没有卖股票。尽管我分析了$145是一个margin call的价位,而且股价在$145之后下跌很快,下跌的样子也很像margin call(非常急促),但没有看到FORM 4,那证明也有可能马斯克没有卖股票。可能2,虽然马斯克卖了股票,但是他没有按时提交FORM 4。马斯克不遵守SEC文件递交也是有前科的,当初购买推特超过5%他就没有按时提交文件。如果最后的结果是“可能1”,也就是说马斯克在这一波股价下跌中没有卖股票,那么这一波大跌是谁在卖股票,就很值得思考了。因为马斯克的散户拥有者是没有那么大动力那么齐心一起抛售股票,所以集中抛售的力量肯定来自于机构。特斯拉的前4大股东,除了马斯克本人之外,剩下3个都是被动指数基金ETF。ETF在一个股票中占比很高,是一把双刃剑。ETF把坑占了以后,虽然自己不会主动抛售,但把股票的流动性缩小了,给了后面的主动性机构更多推动股票的能力;但是由于后面的主动性机构持仓并不多,所以能够抛售的空间也有限。总之,ETF占比高的股票,股价通常和指数走法相近,比方说苹果——当然苹果市值大,也算是影响指数的重要因素,两者相互关联。特斯拉股价这几天跌幅明显超过了指数,而主动抛售的空间又有限,这里就有两种可能:1,机构利用期权大举做空特斯拉;2,机构直接做空特斯拉逼仓(逼仓马斯克和散户)。当初散户利用做空期权,放大了自己的能力","text":"特斯拉盘前股价继续下跌,盘前已经到$116。周五的盘后和周二(今天)的盘前的交易都在下跌,这应该是有很多是零售券商的平仓盘,也就是说马斯克的margin call确实传染开了,演变成部分散户的margin call。特斯拉股价从$150下跌的这一波,最让人匪夷所思的是,至今还没有看到马斯克的FORM 4(售股记录)。根据美国SEC的要求,FROM 4必须要在出售后的2个工作日内公开,所以这里就有2种可能。可能1,马斯克在这一波股价下跌中并没有卖股票。尽管我分析了$145是一个margin call的价位,而且股价在$145之后下跌很快,下跌的样子也很像margin call(非常急促),但没有看到FORM 4,那证明也有可能马斯克没有卖股票。可能2,虽然马斯克卖了股票,但是他没有按时提交FORM 4。马斯克不遵守SEC文件递交也是有前科的,当初购买推特超过5%他就没有按时提交文件。如果最后的结果是“可能1”,也就是说马斯克在这一波股价下跌中没有卖股票,那么这一波大跌是谁在卖股票,就很值得思考了。因为马斯克的散户拥有者是没有那么大动力那么齐心一起抛售股票,所以集中抛售的力量肯定来自于机构。特斯拉的前4大股东,除了马斯克本人之外,剩下3个都是被动指数基金ETF。ETF在一个股票中占比很高,是一把双刃剑。ETF把坑占了以后,虽然自己不会主动抛售,但把股票的流动性缩小了,给了后面的主动性机构更多推动股票的能力;但是由于后面的主动性机构持仓并不多,所以能够抛售的空间也有限。总之,ETF占比高的股票,股价通常和指数走法相近,比方说苹果——当然苹果市值大,也算是影响指数的重要因素,两者相互关联。特斯拉股价这几天跌幅明显超过了指数,而主动抛售的空间又有限,这里就有两种可能:1,机构利用期权大举做空特斯拉;2,机构直接做空特斯拉逼仓(逼仓马斯克和散户)。当初散户利用做空期权,放大了自己的能力","images":[{"img":"https://static.tigerbbs.com/495f91aa66684af9bcbfdf6c1192252f","width":"677","height":"378"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621882932","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":254146784190552,"gmtCreate":1703083856405,"gmtModify":1703083857480,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>站稳500这么难吗","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>站稳500这么难吗","text":"$英伟达(NVDA)$ 站稳500这么难吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/254146784190552","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463057643110414","authorId":"3463057643110414","name":"躺平躺到地狱了","avatar":"https://static.tigerbbs.com/a5631398706333ec0e71a2194d3b45cc","crmLevel":2,"crmLevelSwitch":1},"content":"元旦快乐!感谢支持!祝:2024年交大运,发大财!","text":"元旦快乐!感谢支持!祝:2024年交大运,发大财!","html":"元旦快乐!感谢支持!祝:2024年交大运,发大财!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306368845713496,"gmtCreate":1715831757843,"gmtModify":1715831759249,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a>突破了,第二浪上涨开始","listText":"<a 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周五880","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298841501155344","isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318566864134392,"gmtCreate":1718790320897,"gmtModify":1718790323003,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"还没到要回调的时候","listText":"还没到要回调的时候","text":"还没到要回调的时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318566864134392","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318161997312216,"gmtCreate":1718714811914,"gmtModify":1718714813892,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这周应该能到","listText":"这周应该能到","text":"这周应该能到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318161997312216","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317815119200480,"gmtCreate":1718630203600,"gmtModify":1718630205421,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"冲吧","listText":"冲吧","text":"冲吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317815119200480","repostId":"1102863921","repostType":2,"repost":{"id":"1102863921","pubTimestamp":1718614861,"share":"https://www.laohu8.com/m/news/1102863921?lang=&edition=full","pubTime":"2024-06-17 17:01","market":"us","language":"zh","title":"巨型ETF再平衡,英伟达将迎百亿美元买入?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102863921","media":"华尔街见闻","summary":"追踪科技股的最大ETF SPDR基金(XLK)将在本周进行季度再平衡,调整股权权重。","content":"<html><head></head><body><p>700亿美元巨型ETF将在本周进行再平衡,英伟达是否会取代苹果成为其第二大持股?</p><p style=\"text-align: justify;\">据媒体上周五报道,<strong>追踪科技股的最大ETF SPDR基金(XLK)将在本周进行季度再平衡,调整股权权重。目前苹果和微软分别占该基金约22%的权重,英伟达在该基金中的权重占不到6%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a71eb6df5ac3e5910bc311db9529a1\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">截至上周五收盘,微软、苹果和英伟达的市值相差均在1000亿美元以内,根据谷歌财经数据苹果市值为3.26万亿美元,英伟达市值为3.24万亿。XLK的持仓根据流通股调整后的市值来做出决定,因此交易员可能需要等待标普、道指的官方通知才能确定最终顺序。</p><p style=\"text-align: justify;\">瑞银在此前的报告中预测:</p><blockquote><p style=\"text-align: justify;\">如果英伟达升至第二位,而苹果降至第三位,那么英伟达在该基金中的权重将跃升至21%,而苹果的权重将降至仅4.5%。</p><p style=\"text-align: justify;\"><strong>而英伟达15%的权重波动意味着该基金需要买入大量英伟达股票,金额可能高达100亿美元,而且全部要在6月21日或非常接近该日期的重新平衡日购买,这种大规模的交易有可能在短期推高英伟达股价。</strong></p></blockquote><p style=\"text-align: justify;\">对比之下,上周五英伟达的总成交量约为500亿美元。</p><p style=\"text-align: justify;\">分析指出,指数基金出现这种大转变并不常见,但并非史无前例。SPDR美洲研究主管Matthew Bartolini指出:</p><blockquote><p style=\"text-align: justify;\">之前曾出现围绕行业分类变化的再平衡,例如亚马逊被移至非必需消费品类别。如果我们被迫进行一笔相当重大的交易,我认为我们有能力应对。</p></blockquote></body></html>","source":"live_wallstreetcn","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>巨型ETF再平衡,英伟达将迎百亿美元买入?</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巨型ETF再平衡,英伟达将迎百亿美元买入?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-17 17:01 北京时间 <a href=https://wallstreetcn.com/articles/3717371><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>700亿美元巨型ETF将在本周进行再平衡,英伟达是否会取代苹果成为其第二大持股?据媒体上周五报道,追踪科技股的最大ETF SPDR基金(XLK)将在本周进行季度再平衡,调整股权权重。目前苹果和微软分别占该基金约22%的权重,英伟达在该基金中的权重占不到6%。截至上周五收盘,微软、苹果和英伟达的市值相差均在1000亿美元以内,根据谷歌财经数据苹果市值为3.26万亿美元,英伟达市值为3.24万亿。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717371\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d788f727e26434db149309671116a447","relate_stocks":{"XLK":"高科技指数ETF-SPDR","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3717371","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1102863921","content_text":"700亿美元巨型ETF将在本周进行再平衡,英伟达是否会取代苹果成为其第二大持股?据媒体上周五报道,追踪科技股的最大ETF SPDR基金(XLK)将在本周进行季度再平衡,调整股权权重。目前苹果和微软分别占该基金约22%的权重,英伟达在该基金中的权重占不到6%。截至上周五收盘,微软、苹果和英伟达的市值相差均在1000亿美元以内,根据谷歌财经数据苹果市值为3.26万亿美元,英伟达市值为3.24万亿。XLK的持仓根据流通股调整后的市值来做出决定,因此交易员可能需要等待标普、道指的官方通知才能确定最终顺序。瑞银在此前的报告中预测:如果英伟达升至第二位,而苹果降至第三位,那么英伟达在该基金中的权重将跃升至21%,而苹果的权重将降至仅4.5%。而英伟达15%的权重波动意味着该基金需要买入大量英伟达股票,金额可能高达100亿美元,而且全部要在6月21日或非常接近该日期的重新平衡日购买,这种大规模的交易有可能在短期推高英伟达股价。对比之下,上周五英伟达的总成交量约为500亿美元。分析指出,指数基金出现这种大转变并不常见,但并非史无前例。SPDR美洲研究主管Matthew Bartolini指出:之前曾出现围绕行业分类变化的再平衡,例如亚马逊被移至非必需消费品类别。如果我们被迫进行一笔相当重大的交易,我认为我们有能力应对。","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309058251477008,"gmtCreate":1716481518830,"gmtModify":1716481523037,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"去年同期6倍,去年400,今年应该2400了。增速丝毫不减,只不过是市值太大才涨得少了","listText":"去年同期6倍,去年400,今年应该2400了。增速丝毫不减,只不过是市值太大才涨得少了","text":"去年同期6倍,去年400,今年应该2400了。增速丝毫不减,只不过是市值太大才涨得少了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309058251477008","repostId":"309049498976520","repostType":1,"repost":{"id":309049498976520,"gmtCreate":1716479285553,"gmtModify":1716479418130,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这强度1200都不一定压得住","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这强度1200都不一定压得住","text":"$英伟达(NVDA)$ 这强度1200都不一定压得住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309049498976520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308770708418864,"gmtCreate":1716411300542,"gmtModify":1716411301860,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>1200见","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>1200见","text":"$英伟达(NVDA)$ 1200见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308770708418864","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289398507712688,"gmtCreate":1711676830993,"gmtModify":1711676832525,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这手拿住是十多倍啊","listText":"这手拿住是十多倍啊","text":"这手拿住是十多倍啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289398507712688","repostId":"281435833888784","repostType":1,"repost":{"id":281435833888784,"gmtCreate":1709738305615,"gmtModify":1709738391169,"author":{"id":"139737599118229","authorId":"139737599118229","name":"爱梭哈的燕子","avatar":"https://static.tigerbbs.com/50784c876364059e801b1a462bbee4d9","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/GOOGL 20240322 142.0 CALL\">$GOOGL 20240322 142.0 CALL$</a> 最差劲股票,没有之[开心] ","listText":"<a href=\"https://laohu8.com/OPT/GOOGL 20240322 142.0 CALL\">$GOOGL 20240322 142.0 CALL$</a> 最差劲股票,没有之[开心] ","text":"$GOOGL 20240322 142.0 CALL$ 最差劲股票,没有之[开心]","images":[{"img":"https://static.tigerbbs.com/cecd513e219c1b2c7c7df69307041f0f","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281435833888784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283037849362640,"gmtCreate":1710129547143,"gmtModify":1710129548569,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"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/283037849362640","repostId":"279582260871336","repostType":1,"repost":{"id":279582260871336,"gmtCreate":1709278805156,"gmtModify":1709279368315,"author":{"id":"4156893803883990","authorId":"4156893803883990","name":"美股研究社小苹果","avatar":"https://static.tigerbbs.com/d8f5247566805c79856e0e059602f3b8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"SMCI 估计后面还有一波超级行情","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> SMCI 估计后面还有一波超级行情: 1、市场原本预期今年AI液冷服务器增长80%左右,但现在看来翻倍增长可能都不止,这个赛道的公司业绩基本都是爆炸式增长,之前对SMCI的预期还要再乐观一些。 2、AMD今年的AI业务增长,对SMCI算是一个利好。 3、AAPL也要准备大力搞AI了,年前机构预期今年要花45亿美元,但现在所有巨头的投入都是100~200亿美元区间范围,AAPL估计会加大投入,SMCI现在正在抢AAPL的订单,抢到的概率不低。 4、今晚盘后有可能会进入标普,这个目前可能是利好,也可能不是利好,但一旦进入,SMCI必然会被买爆,因为之前很多机构都没有买SMCI,这次要进入标普之后,估计得有几十家机构排队抢筹码。 5、AVGO下周发财报,如果出利好的话,那SMCI又要跟着大涨 6、NVDA的GTC大会,这肯定是SMCI一个确定性的利好 7、戴尔首席运营官杰夫·克拉克在周四下午的财报电话会议上表示:“我们还看到人们对配备下一代人工智能GPU的人工智能优化服务器(包括 [Nvidia的] H200和 [AMD的] MI300X)的浓厚兴趣和订单。” 这对SMCI也算是催化剂,传统的服务器肯定都要更新换代了。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> SMCI 估计后面还有一波超级行情: 1、市场原本预期今年AI液冷服务器增长80%左右,但现在看来翻倍增长可能都不止,这个赛道的公司业绩基本都是爆炸式增长,之前对SMCI的预期还要再乐观一些。 2、AMD今年的AI业务增长,对SMCI算是一个利好。 3、AAPL也要准备大力搞AI了,年前机构预期今年要花45亿美元,但现在所有巨头的投入都是100~200亿美元区间范围,AAPL估计会加大投入,SMCI现在正在抢AAPL的订单,抢到的概率不低。 4、今晚盘后有可能会进入标普,这个目前可能是利好,也可能不是利好,但一旦进入,SMCI必然会被买爆,因为之前很多机构都没有买SMCI,这次要进入标普之后,估计得有几十家机构排队抢筹码。 5、AVGO下周发财报,如果出利好的话,那SMCI又要跟着大涨 6、NVDA的GTC大会,这肯定是SMCI一个确定性的利好 7、戴尔首席运营官杰夫·克拉克在周四下午的财报电话会议上表示:“我们还看到人们对配备下一代人工智能GPU的人工智能优化服务器(包括 [Nvidia的] H200和 [AMD的] MI300X)的浓厚兴趣和订单。” 这对SMCI也算是催化剂,传统的服务器肯定都要更新换代了。","text":"$超微电脑(SMCI)$ SMCI 估计后面还有一波超级行情: 1、市场原本预期今年AI液冷服务器增长80%左右,但现在看来翻倍增长可能都不止,这个赛道的公司业绩基本都是爆炸式增长,之前对SMCI的预期还要再乐观一些。 2、AMD今年的AI业务增长,对SMCI算是一个利好。 3、AAPL也要准备大力搞AI了,年前机构预期今年要花45亿美元,但现在所有巨头的投入都是100~200亿美元区间范围,AAPL估计会加大投入,SMCI现在正在抢AAPL的订单,抢到的概率不低。 4、今晚盘后有可能会进入标普,这个目前可能是利好,也可能不是利好,但一旦进入,SMCI必然会被买爆,因为之前很多机构都没有买SMCI,这次要进入标普之后,估计得有几十家机构排队抢筹码。 5、AVGO下周发财报,如果出利好的话,那SMCI又要跟着大涨 6、NVDA的GTC大会,这肯定是SMCI一个确定性的利好 7、戴尔首席运营官杰夫·克拉克在周四下午的财报电话会议上表示:“我们还看到人们对配备下一代人工智能GPU的人工智能优化服务器(包括 [Nvidia的] H200和 [AMD的] MI300X)的浓厚兴趣和订单。” 这对SMCI也算是催化剂,传统的服务器肯定都要更新换代了。","images":[{"img":"https://static.tigerbbs.com/3c9488b228b674edf5aab4232177f684","width":"465","height":"652"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279582260871336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222246358233120,"gmtCreate":1695296949024,"gmtModify":1695296950218,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$ </a>财报不配合拉一波,没戏了。继续做空","listText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$ </a>财报不配合拉一波,没戏了。继续做空","text":"$VinFast Auto(VFS)$ 财报不配合拉一波,没戏了。继续做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222246358233120","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659895145,"gmtCreate":1679928335087,"gmtModify":1679928336138,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>别装了快下来","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a>别装了快下来","text":"$标普500ETF(SPY)$ 别装了快下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659895145","isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626988523,"gmtCreate":1673627952763,"gmtModify":1673627954737,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626988523","repostId":"626996021","repostType":1,"repost":{"id":626996021,"gmtCreate":1673609855963,"gmtModify":1673609912259,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"简单聊聊昨晚的CPI","htmlText":"技术上的形态变动,往往是基本面发生深刻变化后的市场反应,市场永远是正确的。当我们看不懂股价变化的时候,先别忙着怀疑市场,梳理一下基本面的消息,你可能会发现,一些不太起眼的微妙变化,却正是市场整体“变天”的根源所在。就像现在,我们等待了近一个月的美元反弹行情突然夭折,而10年期美债收益率也在小幅反弹后掉头直下,几乎刺破长期上涨趋势线,交易员对利率顶点的押注已经不断下移,这一切都在告诉我们:市场的交易逻辑正在渐渐发生扭转。从交易加息到交易衰退,是一个利空向另一个更大的利空切换的过程,必须有足够的精力和足够的专业认知才能紧跟市场的脉搏。今天,我们将结合CPI拐点之夜来整体聊一聊这个风波诡谲的金融世界。。。-----最近的美股市场确实越来越诡异了,单看标普指数的形态,正处在一个大型三角震荡的区间之内,日线的波动幅度变得越来越大,市场正在为中期走势寻找方向。统计一下波动数据我们会发现,最近一年里,标普的上涨交易日占到年总体交易日的比已经回落到了1974年以来的最低,没错,也就是近50年来的最低位,而离奇的是,标普的日涨幅中位数却爆出更大的冷门:出现了自1940年以来的最高读数,也就是80多年来的最高。看吧,我们所在的市场是怎样一个极端波动的市场:涨的时期最少,但涨的幅度却最猛,根据以往的经验来判断,这种上窜下跳的走势往往是风暴来临前的预兆,意味着一个更大级别行情的冲击:正如我们之前多次强调的,美股对衰退的计价很可能就要开始了,而CPI之夜引发的一次反弹行情更大概率上,是为了之后的跳水建造一个跳台而已。一个看似利好实则利空的日子每次CPI公布之夜市场都会出现大幅震荡,而这种波动很可能还会延续6个月左右,所以未来半年,CPI之夜将成为名副其实的“恐怖之夜”。你还记得上两回CPI数据么,美股都出现了超过2个百分点的涨幅,而我们也已经历了连续两次的低于平均预期的CPI数据,这让美国CPI见顶","listText":"技术上的形态变动,往往是基本面发生深刻变化后的市场反应,市场永远是正确的。当我们看不懂股价变化的时候,先别忙着怀疑市场,梳理一下基本面的消息,你可能会发现,一些不太起眼的微妙变化,却正是市场整体“变天”的根源所在。就像现在,我们等待了近一个月的美元反弹行情突然夭折,而10年期美债收益率也在小幅反弹后掉头直下,几乎刺破长期上涨趋势线,交易员对利率顶点的押注已经不断下移,这一切都在告诉我们:市场的交易逻辑正在渐渐发生扭转。从交易加息到交易衰退,是一个利空向另一个更大的利空切换的过程,必须有足够的精力和足够的专业认知才能紧跟市场的脉搏。今天,我们将结合CPI拐点之夜来整体聊一聊这个风波诡谲的金融世界。。。-----最近的美股市场确实越来越诡异了,单看标普指数的形态,正处在一个大型三角震荡的区间之内,日线的波动幅度变得越来越大,市场正在为中期走势寻找方向。统计一下波动数据我们会发现,最近一年里,标普的上涨交易日占到年总体交易日的比已经回落到了1974年以来的最低,没错,也就是近50年来的最低位,而离奇的是,标普的日涨幅中位数却爆出更大的冷门:出现了自1940年以来的最高读数,也就是80多年来的最高。看吧,我们所在的市场是怎样一个极端波动的市场:涨的时期最少,但涨的幅度却最猛,根据以往的经验来判断,这种上窜下跳的走势往往是风暴来临前的预兆,意味着一个更大级别行情的冲击:正如我们之前多次强调的,美股对衰退的计价很可能就要开始了,而CPI之夜引发的一次反弹行情更大概率上,是为了之后的跳水建造一个跳台而已。一个看似利好实则利空的日子每次CPI公布之夜市场都会出现大幅震荡,而这种波动很可能还会延续6个月左右,所以未来半年,CPI之夜将成为名副其实的“恐怖之夜”。你还记得上两回CPI数据么,美股都出现了超过2个百分点的涨幅,而我们也已经历了连续两次的低于平均预期的CPI数据,这让美国CPI见顶","text":"技术上的形态变动,往往是基本面发生深刻变化后的市场反应,市场永远是正确的。当我们看不懂股价变化的时候,先别忙着怀疑市场,梳理一下基本面的消息,你可能会发现,一些不太起眼的微妙变化,却正是市场整体“变天”的根源所在。就像现在,我们等待了近一个月的美元反弹行情突然夭折,而10年期美债收益率也在小幅反弹后掉头直下,几乎刺破长期上涨趋势线,交易员对利率顶点的押注已经不断下移,这一切都在告诉我们:市场的交易逻辑正在渐渐发生扭转。从交易加息到交易衰退,是一个利空向另一个更大的利空切换的过程,必须有足够的精力和足够的专业认知才能紧跟市场的脉搏。今天,我们将结合CPI拐点之夜来整体聊一聊这个风波诡谲的金融世界。。。-----最近的美股市场确实越来越诡异了,单看标普指数的形态,正处在一个大型三角震荡的区间之内,日线的波动幅度变得越来越大,市场正在为中期走势寻找方向。统计一下波动数据我们会发现,最近一年里,标普的上涨交易日占到年总体交易日的比已经回落到了1974年以来的最低,没错,也就是近50年来的最低位,而离奇的是,标普的日涨幅中位数却爆出更大的冷门:出现了自1940年以来的最高读数,也就是80多年来的最高。看吧,我们所在的市场是怎样一个极端波动的市场:涨的时期最少,但涨的幅度却最猛,根据以往的经验来判断,这种上窜下跳的走势往往是风暴来临前的预兆,意味着一个更大级别行情的冲击:正如我们之前多次强调的,美股对衰退的计价很可能就要开始了,而CPI之夜引发的一次反弹行情更大概率上,是为了之后的跳水建造一个跳台而已。一个看似利好实则利空的日子每次CPI公布之夜市场都会出现大幅震荡,而这种波动很可能还会延续6个月左右,所以未来半年,CPI之夜将成为名副其实的“恐怖之夜”。你还记得上两回CPI数据么,美股都出现了超过2个百分点的涨幅,而我们也已经历了连续两次的低于平均预期的CPI数据,这让美国CPI见顶","images":[{"img":"https://static.tigerbbs.com/2704170635b68698a583a1a02eb661db","width":"1080","height":"545"},{"img":"https://static.tigerbbs.com/763eed5d041a271d9b37ee6dde2c2ab2","width":"907","height":"585"},{"img":"https://static.tigerbbs.com/d33c4d4bd3d418cb158e2e9734308ed3","width":"837","height":"470"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626996021","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621848557,"gmtCreate":1672206168379,"gmtModify":1672207749475,"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"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/621848557","repostId":"621882932","repostType":1,"repost":{"id":621882932,"gmtCreate":1672178040000,"gmtModify":1672300087508,"author":{"id":"3527667650848029","authorId":"3527667650848029","name":"锐评","avatar":"https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| 特斯拉的空头都有谁?","htmlText":"特斯拉盘前股价继续下跌,盘前已经到$116。周五的盘后和周二(今天)的盘前的交易都在下跌,这应该是有很多是零售券商的平仓盘,也就是说马斯克的margin call确实传染开了,演变成部分散户的margin call。特斯拉股价从$150下跌的这一波,最让人匪夷所思的是,至今还没有看到马斯克的FORM 4(售股记录)。根据美国SEC的要求,FROM 4必须要在出售后的2个工作日内公开,所以这里就有2种可能。可能1,马斯克在这一波股价下跌中并没有卖股票。尽管我分析了$145是一个margin call的价位,而且股价在$145之后下跌很快,下跌的样子也很像margin call(非常急促),但没有看到FORM 4,那证明也有可能马斯克没有卖股票。可能2,虽然马斯克卖了股票,但是他没有按时提交FORM 4。马斯克不遵守SEC文件递交也是有前科的,当初购买推特超过5%他就没有按时提交文件。如果最后的结果是“可能1”,也就是说马斯克在这一波股价下跌中没有卖股票,那么这一波大跌是谁在卖股票,就很值得思考了。因为马斯克的散户拥有者是没有那么大动力那么齐心一起抛售股票,所以集中抛售的力量肯定来自于机构。特斯拉的前4大股东,除了马斯克本人之外,剩下3个都是被动指数基金ETF。ETF在一个股票中占比很高,是一把双刃剑。ETF把坑占了以后,虽然自己不会主动抛售,但把股票的流动性缩小了,给了后面的主动性机构更多推动股票的能力;但是由于后面的主动性机构持仓并不多,所以能够抛售的空间也有限。总之,ETF占比高的股票,股价通常和指数走法相近,比方说苹果——当然苹果市值大,也算是影响指数的重要因素,两者相互关联。特斯拉股价这几天跌幅明显超过了指数,而主动抛售的空间又有限,这里就有两种可能:1,机构利用期权大举做空特斯拉;2,机构直接做空特斯拉逼仓(逼仓马斯克和散户)。当初散户利用做空期权,放大了自己的能力","listText":"特斯拉盘前股价继续下跌,盘前已经到$116。周五的盘后和周二(今天)的盘前的交易都在下跌,这应该是有很多是零售券商的平仓盘,也就是说马斯克的margin call确实传染开了,演变成部分散户的margin call。特斯拉股价从$150下跌的这一波,最让人匪夷所思的是,至今还没有看到马斯克的FORM 4(售股记录)。根据美国SEC的要求,FROM 4必须要在出售后的2个工作日内公开,所以这里就有2种可能。可能1,马斯克在这一波股价下跌中并没有卖股票。尽管我分析了$145是一个margin call的价位,而且股价在$145之后下跌很快,下跌的样子也很像margin call(非常急促),但没有看到FORM 4,那证明也有可能马斯克没有卖股票。可能2,虽然马斯克卖了股票,但是他没有按时提交FORM 4。马斯克不遵守SEC文件递交也是有前科的,当初购买推特超过5%他就没有按时提交文件。如果最后的结果是“可能1”,也就是说马斯克在这一波股价下跌中没有卖股票,那么这一波大跌是谁在卖股票,就很值得思考了。因为马斯克的散户拥有者是没有那么大动力那么齐心一起抛售股票,所以集中抛售的力量肯定来自于机构。特斯拉的前4大股东,除了马斯克本人之外,剩下3个都是被动指数基金ETF。ETF在一个股票中占比很高,是一把双刃剑。ETF把坑占了以后,虽然自己不会主动抛售,但把股票的流动性缩小了,给了后面的主动性机构更多推动股票的能力;但是由于后面的主动性机构持仓并不多,所以能够抛售的空间也有限。总之,ETF占比高的股票,股价通常和指数走法相近,比方说苹果——当然苹果市值大,也算是影响指数的重要因素,两者相互关联。特斯拉股价这几天跌幅明显超过了指数,而主动抛售的空间又有限,这里就有两种可能:1,机构利用期权大举做空特斯拉;2,机构直接做空特斯拉逼仓(逼仓马斯克和散户)。当初散户利用做空期权,放大了自己的能力","text":"特斯拉盘前股价继续下跌,盘前已经到$116。周五的盘后和周二(今天)的盘前的交易都在下跌,这应该是有很多是零售券商的平仓盘,也就是说马斯克的margin call确实传染开了,演变成部分散户的margin call。特斯拉股价从$150下跌的这一波,最让人匪夷所思的是,至今还没有看到马斯克的FORM 4(售股记录)。根据美国SEC的要求,FROM 4必须要在出售后的2个工作日内公开,所以这里就有2种可能。可能1,马斯克在这一波股价下跌中并没有卖股票。尽管我分析了$145是一个margin call的价位,而且股价在$145之后下跌很快,下跌的样子也很像margin call(非常急促),但没有看到FORM 4,那证明也有可能马斯克没有卖股票。可能2,虽然马斯克卖了股票,但是他没有按时提交FORM 4。马斯克不遵守SEC文件递交也是有前科的,当初购买推特超过5%他就没有按时提交文件。如果最后的结果是“可能1”,也就是说马斯克在这一波股价下跌中没有卖股票,那么这一波大跌是谁在卖股票,就很值得思考了。因为马斯克的散户拥有者是没有那么大动力那么齐心一起抛售股票,所以集中抛售的力量肯定来自于机构。特斯拉的前4大股东,除了马斯克本人之外,剩下3个都是被动指数基金ETF。ETF在一个股票中占比很高,是一把双刃剑。ETF把坑占了以后,虽然自己不会主动抛售,但把股票的流动性缩小了,给了后面的主动性机构更多推动股票的能力;但是由于后面的主动性机构持仓并不多,所以能够抛售的空间也有限。总之,ETF占比高的股票,股价通常和指数走法相近,比方说苹果——当然苹果市值大,也算是影响指数的重要因素,两者相互关联。特斯拉股价这几天跌幅明显超过了指数,而主动抛售的空间又有限,这里就有两种可能:1,机构利用期权大举做空特斯拉;2,机构直接做空特斯拉逼仓(逼仓马斯克和散户)。当初散户利用做空期权,放大了自己的能力","images":[{"img":"https://static.tigerbbs.com/495f91aa66684af9bcbfdf6c1192252f","width":"677","height":"378"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621882932","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}