+关注
勇敢的小老虎
暂无个人介绍
IP属地:江西
61
关注
3
粉丝
3
主题
0
勋章
主贴
热门
勇敢的小老虎
10-14
台积电、奈飞、特斯拉即将发布财报
查看详情:
台积电、奈飞、特斯拉即将发布财报
和老虎一起,解读热门公司财报热点,抢占投资先机 此帖仅开放于中国大陆用户
台积电、奈飞、特斯拉即将发布财报
勇敢的小老虎
11-01
$超微电脑(SMCI)$
那个安永也不是什么好东西,逮着机会就要拼命做空
勇敢的小老虎
08-29
$超微电脑(SMCI)$
昨天晚上抄底进场
勇敢的小老虎
11-07
$超微电脑(SMCI)$
最近买了这个垃圾
勇敢的小老虎
11-04
那个安永公司也不是什么好东西,有一点点利空就拼命做空,跟英伟达走 ,不会退市的
勇敢的小老虎
10-15
大选完以后看新产品的实力,年底有望冲击200
勇敢的小老虎
08-29
$超微电脑(SMCI)$
困难只是暂时的,伟大的科技公司会重回巅峰的
勇敢的小老虎
08-27
$英伟达(NVDA)$
看明天的好戏的吧
勇敢的小老虎
11-15
厉害了,高手
@小虎访谈:【小虎访谈】越过山丘的明天:抄底币股狂赚60倍!炒美股不到一年,实现了第一个百万目标!
勇敢的小老虎
10-31
现在有点超卖了,后半夜要拉起来的
勇敢的小老虎
10-29
这篇文章不错,转发给大家看看
@发發虎:【一起发财】抄底核电股,他赚了120%!
勇敢的小老虎
10-27
$老虎证券(TIGR)$
成本6,5还不拉起来就麻烦了
勇敢的小老虎
10-03
卡片大作战
勇敢的小老虎
09-22
又出来吓唬人了
大幅降息后,美联储开始了新的预期管理?
勇敢的小老虎
09-06
$英伟达(NVDA)$
晚上要拉起来哦
勇敢的小老虎
09-06
今天晚上能拉起来吗
@期权叨叨虎:英伟达股价急挫,期权抄底良机来了?
勇敢的小老虎
09-05
$英伟达(NVDA)$
绝对支持达子,冲锋
勇敢的小老虎
09-05
$纳指三倍做多ETF(TQQQ)$
勇敢的小老虎
08-29
$超微电脑(SMCI)$
昨天晚上抄底进场
勇敢的小老虎
08-29
$苹果(AAPL)$
苹果今天晚上起来拉指数的
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4187872084969940","uuid":"4187872084969940","gmtCreate":1724768950624,"gmtModify":1724770428220,"name":"勇敢的小老虎","pinyin":"ygdxlhyonggandexiaolaohu","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":61,"tweetSize":22,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"江西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":16,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":371366400688320,"gmtCreate":1731674754125,"gmtModify":1731674756384,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"厉害了,高手","listText":"厉害了,高手","text":"厉害了,高手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371366400688320","repostId":"371261693030416","repostType":1,"repost":{"id":371261693030416,"gmtCreate":1731659060943,"gmtModify":1731675002231,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"37002306153600","idStr":"37002306153600"},"themes":[],"title":"【小虎访谈】越过山丘的明天:抄底币股狂赚60倍!炒美股不到一年,实现了第一个百万目标!","htmlText":"各位虎友们好,本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3490851330892241\">@越过山丘的明天</a> 。他在2024年才开始涉足美股。在年初时,他成功抓住了 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 的爆发机会,通过买入看涨期权,为自己带来了超过9万美元的收益[财迷]。到了7月底,他又果断抄底了 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 的看涨期权,并一路补仓。尽管中途经历了大量浮亏,但他始终坚定自己的判断。最终,在双十一这一天,Coin期权暴涨,给他带来了超过60倍的收益[强]。也是通过这两次交易,让他在不到一年的时间里达成了人生第一个百万的收益目标[美金]。当前,币股进入回调模式,他建议短线上避免追高;但从长远来看,他仍然看好币股的行情。此外,他也认为美股会继续创新高。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我今年35岁,目前在上海从事银行业。在读上海财经大学在职研究生,攻读金融投资MBA学位。从2024年开始做美股,实现了人生金融投资第一桶金,达成了第一个百万(人民币)收益目标。平常喜欢健身、足球和网球。昵称来源于我喜欢李宗盛的歌,《山丘》中表达的经历成功失败大起大落后的笃定,很符合投资交易起伏的心态。Q:您今年才开始做美股,就挣了一百万啊!是通过哪些操作获得的这个收益呢?怎么说呢,做过很多交易,尝试过很多标的,正股、期权都参与过。最低谷的时候,账户资产价值只剩下8000多美金。最正确的两个决策就是买入 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"各位虎友们好,本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3490851330892241\">@越过山丘的明天</a> 。他在2024年才开始涉足美股。在年初时,他成功抓住了 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 的爆发机会,通过买入看涨期权,为自己带来了超过9万美元的收益[财迷]。到了7月底,他又果断抄底了 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 的看涨期权,并一路补仓。尽管中途经历了大量浮亏,但他始终坚定自己的判断。最终,在双十一这一天,Coin期权暴涨,给他带来了超过60倍的收益[强]。也是通过这两次交易,让他在不到一年的时间里达成了人生第一个百万的收益目标[美金]。当前,币股进入回调模式,他建议短线上避免追高;但从长远来看,他仍然看好币股的行情。此外,他也认为美股会继续创新高。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我今年35岁,目前在上海从事银行业。在读上海财经大学在职研究生,攻读金融投资MBA学位。从2024年开始做美股,实现了人生金融投资第一桶金,达成了第一个百万(人民币)收益目标。平常喜欢健身、足球和网球。昵称来源于我喜欢李宗盛的歌,《山丘》中表达的经历成功失败大起大落后的笃定,很符合投资交易起伏的心态。Q:您今年才开始做美股,就挣了一百万啊!是通过哪些操作获得的这个收益呢?怎么说呢,做过很多交易,尝试过很多标的,正股、期权都参与过。最低谷的时候,账户资产价值只剩下8000多美金。最正确的两个决策就是买入 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"各位虎友们好,本周要与我们分享的虎友是 @越过山丘的明天 。他在2024年才开始涉足美股。在年初时,他成功抓住了 $英伟达(NVDA)$ 的爆发机会,通过买入看涨期权,为自己带来了超过9万美元的收益[财迷]。到了7月底,他又果断抄底了 $Coinbase Global, Inc.(COIN)$ 的看涨期权,并一路补仓。尽管中途经历了大量浮亏,但他始终坚定自己的判断。最终,在双十一这一天,Coin期权暴涨,给他带来了超过60倍的收益[强]。也是通过这两次交易,让他在不到一年的时间里达成了人生第一个百万的收益目标[美金]。当前,币股进入回调模式,他建议短线上避免追高;但从长远来看,他仍然看好币股的行情。此外,他也认为美股会继续创新高。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我今年35岁,目前在上海从事银行业。在读上海财经大学在职研究生,攻读金融投资MBA学位。从2024年开始做美股,实现了人生金融投资第一桶金,达成了第一个百万(人民币)收益目标。平常喜欢健身、足球和网球。昵称来源于我喜欢李宗盛的歌,《山丘》中表达的经历成功失败大起大落后的笃定,很符合投资交易起伏的心态。Q:您今年才开始做美股,就挣了一百万啊!是通过哪些操作获得的这个收益呢?怎么说呢,做过很多交易,尝试过很多标的,正股、期权都参与过。最低谷的时候,账户资产价值只剩下8000多美金。最正确的两个决策就是买入 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/bed4a998241cb72cb3e49c02bdc5ef97","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/bfb69718ae1963e2a94ea844cf5807fc","width":"944","height":"688"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371261693030416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368443801464920,"gmtCreate":1730989676108,"gmtModify":1730990194475,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"0\"></v-v> 最近买了这个垃圾","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"0\"></v-v> 最近买了这个垃圾","text":"$超微电脑(SMCI)$ 最近买了这个垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368443801464920","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187760203734262","authorId":"4187760203734262","name":"Tiger_hu","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4187760203734262","idStr":"4187760203734262"},"content":"底部买了,换成了另外一只,今天翻倍了,太爽!不在这儿耗了,没底","text":"底部买了,换成了另外一只,今天翻倍了,太爽!不在这儿耗了,没底","html":"底部买了,换成了另外一只,今天翻倍了,太爽!不在这儿耗了,没底"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367443172757664,"gmtCreate":1730720553174,"gmtModify":1730720556872,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"那个安永公司也不是什么好东西,有一点点利空就拼命做空,跟英伟达走 ,不会退市的","listText":"那个安永公司也不是什么好东西,有一点点利空就拼命做空,跟英伟达走 ,不会退市的","text":"那个安永公司也不是什么好东西,有一点点利空就拼命做空,跟英伟达走 ,不会退市的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367443172757664","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366377667387584,"gmtCreate":1730473815933,"gmtModify":1730473817643,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> 那个安永也不是什么好东西,逮着机会就要拼命做空","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> 那个安永也不是什么好东西,逮着机会就要拼命做空","text":"$超微电脑(SMCI)$ 那个安永也不是什么好东西,逮着机会就要拼命做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/366377667387584","isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507596082470494","authorId":"3507596082470494","name":"独钓寒江雪A","avatar":"https://static.tigerbbs.com/86d14523ab7112c237e74dbf67637f01","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3507596082470494","idStr":"3507596082470494"},"content":"下周三看管理层的回复,好坏也算给股民个交代,不然大家猜来猜去心情会不好,现在有信息差,恐慌很正常,机构走也是理所应当的,毕竟他们都有风控,还记得英伟达那会上涨的时候,资管的人说,明知道股价很高了,但是又不得不买,怕错过后投资人不愿意,道理差不多,很多机构基本也是短视的,大的回撤肯定受不了。","text":"下周三看管理层的回复,好坏也算给股民个交代,不然大家猜来猜去心情会不好,现在有信息差,恐慌很正常,机构走也是理所应当的,毕竟他们都有风控,还记得英伟达那会上涨的时候,资管的人说,明知道股价很高了,但是又不得不买,怕错过后投资人不愿意,道理差不多,很多机构基本也是短视的,大的回撤肯定受不了。","html":"下周三看管理层的回复,好坏也算给股民个交代,不然大家猜来猜去心情会不好,现在有信息差,恐慌很正常,机构走也是理所应当的,毕竟他们都有风控,还记得英伟达那会上涨的时候,资管的人说,明知道股价很高了,但是又不得不买,怕错过后投资人不愿意,道理差不多,很多机构基本也是短视的,大的回撤肯定受不了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365947964481832,"gmtCreate":1730384403361,"gmtModify":1730384405813,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"现在有点超卖了,后半夜要拉起来的","listText":"现在有点超卖了,后半夜要拉起来的","text":"现在有点超卖了,后半夜要拉起来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365947964481832","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365221000933392,"gmtCreate":1730200100653,"gmtModify":1730200102388,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"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/365221000933392","repostId":"365253964681616","repostType":1,"repost":{"id":365253964681616,"gmtCreate":1730198585131,"gmtModify":1730199397122,"author":{"id":"3527667609076620","authorId":"3527667609076620","name":"发發虎","avatar":"https://static.tigerbbs.com/a13a8024fdb84b92780aefe022e21dde","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667609076620","idStr":"3527667609076620"},"themes":[],"title":"【一起发财】抄底核电股,他赚了120%!","htmlText":"这两周有一个板块异军突起,由于这个板块和人工智能概念有关,正好这个板块都是小盘股,所以爆发力惊人。有虎友交易相关股票或期权,实现了120%的收益,本文将揭秘他们的投资策略,剖析他们赚钱的原因,希望大家也能从中受益,在投资路上越走越顺! <a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$</a>想知道他们是如何获利的吗?让我们一探究竟!恭喜 <a href=\"https://laohu8.com/U/32110809292261\">@令狐不冲</a> 和 <a href=\"https://laohu8.com/U/3580362198480554\">@lrtrade</a> 通过交易OKLO股票和期权,分别获得了120%的收益。恭喜 <a href=\"https://laohu8.com/U/3500646460202211\">@七风哥哥</a> 通过交易OKLO股票,赚取了11150美元。欢迎以上虎友添加虎妞微信(微信:itiger2014),聊聊你的操作思路,获得老虎专访,赢取老虎限量周边🎁🎁🎁。核电成为近几周的热点,其实这个概念总会有一个阶段会成为热点,只不过今年以来的热度还是来自AI——因为太费电了。如果英伟达是AI的卖铲人,那电力能源则是卖铲人的卖铲人。这两天起爆的主要原因,是包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在内的巨头都进入核电领域的投资,为的是给未来几年的能源做些埋伏。而我们今天的主人公,OKLO今年以来大涨132%。虎友","listText":"这两周有一个板块异军突起,由于这个板块和人工智能概念有关,正好这个板块都是小盘股,所以爆发力惊人。有虎友交易相关股票或期权,实现了120%的收益,本文将揭秘他们的投资策略,剖析他们赚钱的原因,希望大家也能从中受益,在投资路上越走越顺! <a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$</a>想知道他们是如何获利的吗?让我们一探究竟!恭喜 <a href=\"https://laohu8.com/U/32110809292261\">@令狐不冲</a> 和 <a href=\"https://laohu8.com/U/3580362198480554\">@lrtrade</a> 通过交易OKLO股票和期权,分别获得了120%的收益。恭喜 <a href=\"https://laohu8.com/U/3500646460202211\">@七风哥哥</a> 通过交易OKLO股票,赚取了11150美元。欢迎以上虎友添加虎妞微信(微信:itiger2014),聊聊你的操作思路,获得老虎专访,赢取老虎限量周边🎁🎁🎁。核电成为近几周的热点,其实这个概念总会有一个阶段会成为热点,只不过今年以来的热度还是来自AI——因为太费电了。如果英伟达是AI的卖铲人,那电力能源则是卖铲人的卖铲人。这两天起爆的主要原因,是包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在内的巨头都进入核电领域的投资,为的是给未来几年的能源做些埋伏。而我们今天的主人公,OKLO今年以来大涨132%。虎友","text":"这两周有一个板块异军突起,由于这个板块和人工智能概念有关,正好这个板块都是小盘股,所以爆发力惊人。有虎友交易相关股票或期权,实现了120%的收益,本文将揭秘他们的投资策略,剖析他们赚钱的原因,希望大家也能从中受益,在投资路上越走越顺! $Oklo Inc.(OKLO)$想知道他们是如何获利的吗?让我们一探究竟!恭喜 @令狐不冲 和 @lrtrade 通过交易OKLO股票和期权,分别获得了120%的收益。恭喜 @七风哥哥 通过交易OKLO股票,赚取了11150美元。欢迎以上虎友添加虎妞微信(微信:itiger2014),聊聊你的操作思路,获得老虎专访,赢取老虎限量周边🎁🎁🎁。核电成为近几周的热点,其实这个概念总会有一个阶段会成为热点,只不过今年以来的热度还是来自AI——因为太费电了。如果英伟达是AI的卖铲人,那电力能源则是卖铲人的卖铲人。这两天起爆的主要原因,是包括 $亚马逊(AMZN)$ $谷歌(GOOG)$ $微软(MSFT)$ 在内的巨头都进入核电领域的投资,为的是给未来几年的能源做些埋伏。而我们今天的主人公,OKLO今年以来大涨132%。虎友","images":[{"img":"https://static.tigerbbs.com/27912490e2980191eca1afcbea1e1fd2"},{"img":"https://static.tigerbbs.com/60ddf9b98e2524dd212cca6031936a9a","width":"1080","height":"1080"},{"img":"https://static.tigerbbs.com/58637d566ebf5370e6546bcb6a2b93e0","width":"1382","height":"1036"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365253964681616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364581923537136,"gmtCreate":1730019278282,"gmtModify":1730019280310,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a>成本6,5还不拉起来就麻烦了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a>成本6,5还不拉起来就麻烦了","text":"$老虎证券(TIGR)$ 成本6,5还不拉起来就麻烦了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364581923537136","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360339320623264,"gmtCreate":1728991762617,"gmtModify":1728991764595,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"大选完以后看新产品的实力,年底有望冲击200","listText":"大选完以后看新产品的实力,年底有望冲击200","text":"大选完以后看新产品的实力,年底有望冲击200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360339320623264","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359929003712672,"gmtCreate":1728904969062,"gmtModify":1728911682913,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"title":"台积电、奈飞、特斯拉即将发布财报","htmlText":"查看详情:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly93d3cuaXRpZ2VydXAuY29tL2hhbnMvZWFybnNlYXNvbi9yZXBvcnQ/b3M9YW5kcm9pZCZ1dG1fbWVkaXVtPXRpZ2VyX2NvbW11bml0eSZvcmlnaW5hbF9tb2R1bGU9aDVfbWF0ZXJpYWwmc2tpbj0yJmFjdGlvbklEPWVjZjgxNjk1Y2M2YmFhOTRhMGI0MGJjZDVlN2VkNzk5JmVkaXRpb249ZnVsbCZzaGFyZUlEPTcxYzE2N2QzMmJhOGE2YWFkMmI5YTllNjM1YTE1YzI4Jmludml0ZT03VFZOWkombGFuZz16aF9DTiZwbGF0Zm9ybT1hbmRyb2lk\">台积电、奈飞、特斯拉即将发布财报</a> 和老虎一起,解读热门公司财报热点,抢占投资先机 此帖仅开放于中国大陆用户","listText":"查看详情:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly93d3cuaXRpZ2VydXAuY29tL2hhbnMvZWFybnNlYXNvbi9yZXBvcnQ/b3M9YW5kcm9pZCZ1dG1fbWVkaXVtPXRpZ2VyX2NvbW11bml0eSZvcmlnaW5hbF9tb2R1bGU9aDVfbWF0ZXJpYWwmc2tpbj0yJmFjdGlvbklEPWVjZjgxNjk1Y2M2YmFhOTRhMGI0MGJjZDVlN2VkNzk5JmVkaXRpb249ZnVsbCZzaGFyZUlEPTcxYzE2N2QzMmJhOGE2YWFkMmI5YTllNjM1YTE1YzI4Jmludml0ZT03VFZOWkombGFuZz16aF9DTiZwbGF0Zm9ybT1hbmRyb2lk\">台积电、奈飞、特斯拉即将发布财报</a> 和老虎一起,解读热门公司财报热点,抢占投资先机 此帖仅开放于中国大陆用户","text":"查看详情:台积电、奈飞、特斯拉即将发布财报 和老虎一起,解读热门公司财报热点,抢占投资先机 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/addecb85a0406f27235ba224ef715539"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/359929003712672","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":356011115319520,"gmtCreate":1727918749949,"gmtModify":1727918751786,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"卡片大作战","listText":"卡片大作战","text":"卡片大作战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356011115319520","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351937700294976,"gmtCreate":1726965206467,"gmtModify":1726965208412,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"又出来吓唬人了","listText":"又出来吓唬人了","text":"又出来吓唬人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351937700294976","repostId":"2469092951","repostType":4,"repost":{"id":"2469092951","pubTimestamp":1726912891,"share":"https://www.laohu8.com/m/news/2469092951?lang=&edition=full","pubTime":"2024-09-21 18:01","market":"other","language":"zh","title":"大幅降息后,美联储开始了新的预期管理?","url":"https://stock-news.laohu8.com/highlight/detail?id=2469092951","media":"券商中国","summary":"在大幅降息之后,美联储很快就开始了新的预期管理!其实,从美联储公布的资产负债表最新数据来看,虽然本周已经大幅降息,但美联储并未改变缩表的趋势。不一样的声音美联储大幅降息的唯一反对者、美联储理事鲍曼于当地时间周五表示,在这个过程中,先采取较小幅度的降息举措会是更好的选择,因为通胀率仍然没有降至央行2%的目标。目前,市场已经开始预期美联储于11月再度降息50个基点。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e330dab90ffc69e95f7f2ea795bc231\" title=\"\" tg-width=\"600\" tg-height=\"333\"/></p><p><strong>在大幅降息之后,美联储很快就开始了新的预期管理</strong></p><p>美国股市周五收盘基本持平,主要股指表现疲软。美联储理事米歇尔·鲍曼(Michelle Bowman)坚持认为,美联储本周较小幅度的降息是更可取的。鲍曼是美联储中唯一一位对最新降息政策决定持不同意见的成员,她表示,她更倾向于降息幅度较小(25个基点)而不是50个基点。</p><p>其实,从美联储公布的资产负债表最新数据来看,虽然本周已经大幅降息,但美联储并未改变缩表的趋势。也就是说,量化宽松与降息并未同时到来,这可能也意味着,美联储对于通胀仍有担心。</p><p>值得注意的是,就在美联储降息50个基点,推动美国股市创下历史新高后,欧洲央行行长拉加德于当地时间周五警告称,全球经济正面临着“经济民族主义”、全球贸易崩溃和20世纪20年代大萧条时的压力。</p><blockquote><p><strong>不一样的声音</strong></p></blockquote><p>美联储大幅降息的唯一反对者、美联储理事鲍曼于当地时间周五表示,在这个过程中,先采取较小幅度的降息举措会是更好的选择,因为通胀率仍然没有降至央行2%的目标。美联储的更大规模政策行动可能被解读为,过早宣布在价格稳定任务上的胜利。</p><p>她表示,她更倾向于降息幅度较小(25个基点)而不是50个基点。</p><p>她同意本周有必要降低利率,但认为,采取有节制的步伐,向更中性的政策立场迈进,将确保通胀率进一步降至2%的目标。这种方法还可以避免不必要地刺激需求。鲍威尔承认鲍曼的反对意见,但他也表示,降息得到了“广泛支持”,他的政策制定者同事之间也有很多共同点。</p><p>鲍曼在主张较小幅度减产的声明中表示,美国经济依然强劲,“潜在增长稳健”,就业市场接近充分就业。尽管招聘似乎有所减弱,但裁员人数仍然很低。考虑到生产率增长的趋势,她认为就业市场的正常化对于帮助工资增长降至与2%通胀率一致的速度是必要的。</p><p>目前,市场已经开始预期美联储于11月再度降息50个基点。美联储理事沃勒周五表示,美联储降息50个基点是保持经济强势的正确之举;静默期公布的通胀数据促使我倾向于大幅降息;未来降息幅度将取决于即将发布的数据;如果就业市场恶化,可能考虑再次降息50个基点。他这一言论再度强化了降息50个基点的市场预期。</p><p>但美联储利率制定委员会对于今年预期额外降息次数的看法几乎各执一词,其中七名委员赞成在年底前额外降息25个基点,九名委员赞成额外降息50个基点。而根据<a href=\"https://laohu8.com/S/CME\">芝加哥商品交易所</a>的美联储观察工具,市场已充分预期美联储11月份将至少降息25个基点,预计降息50个基点的可能性为48.9%。</p><blockquote><p><strong>资产负债表的趋势</strong></p></blockquote><p>对于资本市场而言,除了息口,资产负债表更值得关注。虽然,美联储已经大幅降息,但其资产负债表还未出现量化宽松的趋势。一边降低资金利率,一边利用缩表来控制尚未完全平复的通胀,可能是当下美联储的策略。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60035d3ba7cd2d116d0dc5699cb96f24\" title=\"\" tg-width=\"830\" tg-height=\"440\"/></p><p>但只有在美联储量化宽松的背景之下,全球离岸美元的流动性宽松的局面才能真正到来。所以,即使美联储大幅降息,但<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>却未破100,而且短期还有稳住的势头。</p><p>美国银行发布的研报中表示,预计美联储将在2025年3月底之前结束缩表,此前预测的结束时间则为2024年12月,原因是决策者对其政策的讨论很少。9月FOMC会议表明,美联储认为政策利率和资产负债表的变动是相互独立的。尽管如此,策略师仍然认为在即将触及债务上限期间,美联储应对继续实施量化紧缩持谨慎态度,因为这会造成决策者可能希望避免的资金“盲点”。他们认为,对量化紧缩关注的缺失表明将推迟结束缩表,且资金波动性可能上升。在接近债务上限期间,财政部一般账户(TGA)的下降抵消了量化紧缩对流动性的影响,暂停或暂时扭转了融资市场的上行压力。但TGA的消耗和相应的补充规模将比2019年大两倍左右。2019年债务上限暂停后,回购市场在当年9月经历大幅波动。</p><p>巴克莱则认为,美联储已表示可以在降低利率的同时缩减资产负债表,但出于风险管理方面的考量,建议提前结束缩表。巴克莱预计,美联储会于12月结束量化紧缩,且会在11月的会议上宣布此事。</p><blockquote><p><strong>一些警示</strong></p></blockquote><p>各地央行的动作背后是经济的变动趋势。而从目前的情况来看,似乎并不是太好。</p><p>欧洲央行行长拉加德当地时间周五在华盛顿国际货币基金组织发表讲话时指出:“我们面临着自20世纪20年代以来最严重的疫情、自20世纪40年代以来欧洲最严重的冲突以及自20世纪70年代以来最严重的能源冲击。”</p><p>她认为,20世纪20年代和21世纪20年代之间存在一些相似之处,尤其是在“全球贸易一体化遭遇挫折”和“技术进步”方面。全球经济正面临着“经济民族主义”、全球贸易崩溃和20世纪20年代大萧条的压力。这些干扰加上供应链问题等因素,已经永久性地改变了全球经济活动。</p><p>据新华社消息,著名经济学家大卫·罗森伯格近日对媒体表达有关经济衰退迫在眉睫的强烈担忧。他认为,股市表现与经济基本面明显脱节。虽然股指不断创历史新高,但这种上涨主要并非由强劲的盈利增长驱动。他说,消费者支出超出预期,但这种支出并非受到收入增长推动,反而是由令人担忧的个人储蓄率下降推动的。目前,美国个人储蓄率已降至2.9%的历史低点,极为罕见。</p><p>最近几个月,<a href=\"https://laohu8.com/S/GS\">高盛</a>等多家美国投行提醒客户为经济发生关键的转变做准备。他们认为,宏观经济格局的一些变化表明经济衰退概率已显著增加,影响可能波及全世界。</p></body></html>","source":"cszg","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>大幅降息后,美联储开始了新的预期管理?</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; }\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大幅降息后,美联储开始了新的预期管理?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-21 18:01 北京时间 <a href=https://mp.weixin.qq.com/s/Za_t4vXT-8qIsneCOpeQbQ><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在大幅降息之后,美联储很快就开始了新的预期管理美国股市周五收盘基本持平,主要股指表现疲软。美联储理事米歇尔·鲍曼(Michelle Bowman)坚持认为,美联储本周较小幅度的降息是更可取的。鲍曼是美联储中唯一一位对最新降息政策决定持不同意见的成员,她表示,她更倾向于降息幅度较小(25个基点)而不是50个基点。其实,从美联储公布的资产负债表最新数据来看,虽然本周已经大幅降息,但美联储并未改变缩表的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Za_t4vXT-8qIsneCOpeQbQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e330dab90ffc69e95f7f2ea795bc231","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/Za_t4vXT-8qIsneCOpeQbQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469092951","content_text":"在大幅降息之后,美联储很快就开始了新的预期管理美国股市周五收盘基本持平,主要股指表现疲软。美联储理事米歇尔·鲍曼(Michelle Bowman)坚持认为,美联储本周较小幅度的降息是更可取的。鲍曼是美联储中唯一一位对最新降息政策决定持不同意见的成员,她表示,她更倾向于降息幅度较小(25个基点)而不是50个基点。其实,从美联储公布的资产负债表最新数据来看,虽然本周已经大幅降息,但美联储并未改变缩表的趋势。也就是说,量化宽松与降息并未同时到来,这可能也意味着,美联储对于通胀仍有担心。值得注意的是,就在美联储降息50个基点,推动美国股市创下历史新高后,欧洲央行行长拉加德于当地时间周五警告称,全球经济正面临着“经济民族主义”、全球贸易崩溃和20世纪20年代大萧条时的压力。不一样的声音美联储大幅降息的唯一反对者、美联储理事鲍曼于当地时间周五表示,在这个过程中,先采取较小幅度的降息举措会是更好的选择,因为通胀率仍然没有降至央行2%的目标。美联储的更大规模政策行动可能被解读为,过早宣布在价格稳定任务上的胜利。她表示,她更倾向于降息幅度较小(25个基点)而不是50个基点。她同意本周有必要降低利率,但认为,采取有节制的步伐,向更中性的政策立场迈进,将确保通胀率进一步降至2%的目标。这种方法还可以避免不必要地刺激需求。鲍威尔承认鲍曼的反对意见,但他也表示,降息得到了“广泛支持”,他的政策制定者同事之间也有很多共同点。鲍曼在主张较小幅度减产的声明中表示,美国经济依然强劲,“潜在增长稳健”,就业市场接近充分就业。尽管招聘似乎有所减弱,但裁员人数仍然很低。考虑到生产率增长的趋势,她认为就业市场的正常化对于帮助工资增长降至与2%通胀率一致的速度是必要的。目前,市场已经开始预期美联储于11月再度降息50个基点。美联储理事沃勒周五表示,美联储降息50个基点是保持经济强势的正确之举;静默期公布的通胀数据促使我倾向于大幅降息;未来降息幅度将取决于即将发布的数据;如果就业市场恶化,可能考虑再次降息50个基点。他这一言论再度强化了降息50个基点的市场预期。但美联储利率制定委员会对于今年预期额外降息次数的看法几乎各执一词,其中七名委员赞成在年底前额外降息25个基点,九名委员赞成额外降息50个基点。而根据芝加哥商品交易所的美联储观察工具,市场已充分预期美联储11月份将至少降息25个基点,预计降息50个基点的可能性为48.9%。资产负债表的趋势对于资本市场而言,除了息口,资产负债表更值得关注。虽然,美联储已经大幅降息,但其资产负债表还未出现量化宽松的趋势。一边降低资金利率,一边利用缩表来控制尚未完全平复的通胀,可能是当下美联储的策略。但只有在美联储量化宽松的背景之下,全球离岸美元的流动性宽松的局面才能真正到来。所以,即使美联储大幅降息,但美元指数却未破100,而且短期还有稳住的势头。美国银行发布的研报中表示,预计美联储将在2025年3月底之前结束缩表,此前预测的结束时间则为2024年12月,原因是决策者对其政策的讨论很少。9月FOMC会议表明,美联储认为政策利率和资产负债表的变动是相互独立的。尽管如此,策略师仍然认为在即将触及债务上限期间,美联储应对继续实施量化紧缩持谨慎态度,因为这会造成决策者可能希望避免的资金“盲点”。他们认为,对量化紧缩关注的缺失表明将推迟结束缩表,且资金波动性可能上升。在接近债务上限期间,财政部一般账户(TGA)的下降抵消了量化紧缩对流动性的影响,暂停或暂时扭转了融资市场的上行压力。但TGA的消耗和相应的补充规模将比2019年大两倍左右。2019年债务上限暂停后,回购市场在当年9月经历大幅波动。巴克莱则认为,美联储已表示可以在降低利率的同时缩减资产负债表,但出于风险管理方面的考量,建议提前结束缩表。巴克莱预计,美联储会于12月结束量化紧缩,且会在11月的会议上宣布此事。一些警示各地央行的动作背后是经济的变动趋势。而从目前的情况来看,似乎并不是太好。欧洲央行行长拉加德当地时间周五在华盛顿国际货币基金组织发表讲话时指出:“我们面临着自20世纪20年代以来最严重的疫情、自20世纪40年代以来欧洲最严重的冲突以及自20世纪70年代以来最严重的能源冲击。”她认为,20世纪20年代和21世纪20年代之间存在一些相似之处,尤其是在“全球贸易一体化遭遇挫折”和“技术进步”方面。全球经济正面临着“经济民族主义”、全球贸易崩溃和20世纪20年代大萧条的压力。这些干扰加上供应链问题等因素,已经永久性地改变了全球经济活动。据新华社消息,著名经济学家大卫·罗森伯格近日对媒体表达有关经济衰退迫在眉睫的强烈担忧。他认为,股市表现与经济基本面明显脱节。虽然股指不断创历史新高,但这种上涨主要并非由强劲的盈利增长驱动。他说,消费者支出超出预期,但这种支出并非受到收入增长推动,反而是由令人担忧的个人储蓄率下降推动的。目前,美国个人储蓄率已降至2.9%的历史低点,极为罕见。最近几个月,高盛等多家美国投行提醒客户为经济发生关键的转变做准备。他们认为,宏观经济格局的一些变化表明经济衰退概率已显著增加,影响可能波及全世界。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346551173669184,"gmtCreate":1725636629376,"gmtModify":1725636630880,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 晚上要拉起来哦","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 晚上要拉起来哦","text":"$英伟达(NVDA)$ 晚上要拉起来哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346551173669184","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346547165065304,"gmtCreate":1725635561981,"gmtModify":1725635563858,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"今天晚上能拉起来吗","listText":"今天晚上能拉起来吗","text":"今天晚上能拉起来吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346547165065304","repostId":"346388841636032","repostType":1,"repost":{"id":346388841636032,"gmtCreate":1725594440529,"gmtModify":1725607131388,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期权叨叨虎","avatar":"https://static.tigerbbs.com/87212d005a0736e14fa8b5e673df8099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142574206948102","idStr":"4142574206948102"},"themes":[],"title":"英伟达股价急挫,期权抄底良机来了?","htmlText":"英伟达近期经历了大幅回调,9个交易日内股价下跌逾17%,市值蒸发近5500亿美元,引发美股市场震荡。据彭博社数据,英伟达股票30天波动率达到2022年中以来的最高水平。华尔街分析师纷纷提出疑问:现在是“抄底”英伟达的好时机吗?回撤原因方面,分析师主要认为有以下五个原因:反垄断风险:美国司法部已向英伟达及相关方发出传票,调查其是否违反反垄断法。尽管英伟达否认收到传票,但市场担忧美国政府对AI领域监管加码,对公司未来不利。芯片发布延迟:据报道,英伟达新AI芯片Blackwell因设计缺陷推迟,可能影响Meta、谷歌等客户。摩根士丹利预计延迟时间较短,但市场对此反应不佳。业绩预期降低:英伟达预计Q3营收为325亿美元,低于部分分析师预期,且增长率首次低于100%。公司未提供清晰的资本支出和投资回报指引,导致市场信心动摇。行业周期和需求疲软:半导体行业进入后周期阶段,芯片销售数据疲软。市场对利好消息反应冷淡,反映出对需求前景的疑虑。股东抛售疑云:社交媒体传言佩洛西减持英伟达股票虽被证伪,但CEO黄仁勋近期的减持行为仍引发股东担忧。华尔街观点不一,多头认为,英伟达在AI芯片领域占据重要地位,市场需求强劲。Wedbush分析师表示,英伟达的GPU已成为“新石油”,推动AI革命。空头则认为,市场对英伟达的预期过高,目前缺乏新的增长动力,未来存在不确定性。针对想要做多同时想要控制风险的投资者,可以考虑使用比率价差策略。什么是比率价差? 比率价差是一种期权策略,在这种策略中,交易者买入平值ATM或虚值OTM的看涨期权或看跌期权,然后卖出至少两个或更多相同的OTM期权。交易者可以买入或卖出看涨期权(看涨比率价差)或看跌期权(看跌比率利差)。 如果交易者略微看跌,他们将使用看跌比率价差。如果他们略微看涨,他们将使用看涨比率价差。该比率通常是每份多头期权对应两个卖出期权,但交易者可以更改该比率。交","listText":"英伟达近期经历了大幅回调,9个交易日内股价下跌逾17%,市值蒸发近5500亿美元,引发美股市场震荡。据彭博社数据,英伟达股票30天波动率达到2022年中以来的最高水平。华尔街分析师纷纷提出疑问:现在是“抄底”英伟达的好时机吗?回撤原因方面,分析师主要认为有以下五个原因:反垄断风险:美国司法部已向英伟达及相关方发出传票,调查其是否违反反垄断法。尽管英伟达否认收到传票,但市场担忧美国政府对AI领域监管加码,对公司未来不利。芯片发布延迟:据报道,英伟达新AI芯片Blackwell因设计缺陷推迟,可能影响Meta、谷歌等客户。摩根士丹利预计延迟时间较短,但市场对此反应不佳。业绩预期降低:英伟达预计Q3营收为325亿美元,低于部分分析师预期,且增长率首次低于100%。公司未提供清晰的资本支出和投资回报指引,导致市场信心动摇。行业周期和需求疲软:半导体行业进入后周期阶段,芯片销售数据疲软。市场对利好消息反应冷淡,反映出对需求前景的疑虑。股东抛售疑云:社交媒体传言佩洛西减持英伟达股票虽被证伪,但CEO黄仁勋近期的减持行为仍引发股东担忧。华尔街观点不一,多头认为,英伟达在AI芯片领域占据重要地位,市场需求强劲。Wedbush分析师表示,英伟达的GPU已成为“新石油”,推动AI革命。空头则认为,市场对英伟达的预期过高,目前缺乏新的增长动力,未来存在不确定性。针对想要做多同时想要控制风险的投资者,可以考虑使用比率价差策略。什么是比率价差? 比率价差是一种期权策略,在这种策略中,交易者买入平值ATM或虚值OTM的看涨期权或看跌期权,然后卖出至少两个或更多相同的OTM期权。交易者可以买入或卖出看涨期权(看涨比率价差)或看跌期权(看跌比率利差)。 如果交易者略微看跌,他们将使用看跌比率价差。如果他们略微看涨,他们将使用看涨比率价差。该比率通常是每份多头期权对应两个卖出期权,但交易者可以更改该比率。交","text":"英伟达近期经历了大幅回调,9个交易日内股价下跌逾17%,市值蒸发近5500亿美元,引发美股市场震荡。据彭博社数据,英伟达股票30天波动率达到2022年中以来的最高水平。华尔街分析师纷纷提出疑问:现在是“抄底”英伟达的好时机吗?回撤原因方面,分析师主要认为有以下五个原因:反垄断风险:美国司法部已向英伟达及相关方发出传票,调查其是否违反反垄断法。尽管英伟达否认收到传票,但市场担忧美国政府对AI领域监管加码,对公司未来不利。芯片发布延迟:据报道,英伟达新AI芯片Blackwell因设计缺陷推迟,可能影响Meta、谷歌等客户。摩根士丹利预计延迟时间较短,但市场对此反应不佳。业绩预期降低:英伟达预计Q3营收为325亿美元,低于部分分析师预期,且增长率首次低于100%。公司未提供清晰的资本支出和投资回报指引,导致市场信心动摇。行业周期和需求疲软:半导体行业进入后周期阶段,芯片销售数据疲软。市场对利好消息反应冷淡,反映出对需求前景的疑虑。股东抛售疑云:社交媒体传言佩洛西减持英伟达股票虽被证伪,但CEO黄仁勋近期的减持行为仍引发股东担忧。华尔街观点不一,多头认为,英伟达在AI芯片领域占据重要地位,市场需求强劲。Wedbush分析师表示,英伟达的GPU已成为“新石油”,推动AI革命。空头则认为,市场对英伟达的预期过高,目前缺乏新的增长动力,未来存在不确定性。针对想要做多同时想要控制风险的投资者,可以考虑使用比率价差策略。什么是比率价差? 比率价差是一种期权策略,在这种策略中,交易者买入平值ATM或虚值OTM的看涨期权或看跌期权,然后卖出至少两个或更多相同的OTM期权。交易者可以买入或卖出看涨期权(看涨比率价差)或看跌期权(看跌比率利差)。 如果交易者略微看跌,他们将使用看跌比率价差。如果他们略微看涨,他们将使用看涨比率价差。该比率通常是每份多头期权对应两个卖出期权,但交易者可以更改该比率。交","images":[{"img":"https://static.tigerbbs.com/119e04d0b08a97ab3fb232c814478fdb","width":"1046","height":"848"},{"img":"https://static.tigerbbs.com/d2ac71b18d5d4df02c73344fc9139f33","width":"1039","height":"848"},{"img":"https://static.tigerbbs.com/a668b0cd2f10d494ec04e973cb3e1a80","width":"1044","height":"764"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346388841636032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346132171682056,"gmtCreate":1725534809951,"gmtModify":1725534811564,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 绝对支持达子,冲锋","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 绝对支持达子,冲锋","text":"$英伟达(NVDA)$ 绝对支持达子,冲锋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346132171682056","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346131640012904,"gmtCreate":1725534741999,"gmtModify":1725534742875,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a><v-v data-views=\"1\"></v-v> ","text":"$纳指三倍做多ETF(TQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346131640012904","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343700705267992,"gmtCreate":1724940475667,"gmtModify":1724940477116,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 困难只是暂时的,伟大的科技公司会重回巅峰的","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 困难只是暂时的,伟大的科技公司会重回巅峰的","text":"$超微电脑(SMCI)$ 困难只是暂时的,伟大的科技公司会重回巅峰的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343700705267992","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343698427981936,"gmtCreate":1724939857784,"gmtModify":1724939862028,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 昨天晚上抄底进场","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 昨天晚上抄底进场","text":"$超微电脑(SMCI)$ 昨天晚上抄底进场","images":[{"img":"https://static.tigerbbs.com/36c5e5feaefd53547fc9ea9a99391dff","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343698427981936","isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343652089098584,"gmtCreate":1724939814293,"gmtModify":1724939817877,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 昨天晚上抄底进场","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 昨天晚上抄底进场","text":"$超微电脑(SMCI)$ 昨天晚上抄底进场","images":[{"img":"https://static.tigerbbs.com/75202670fbca820ef71a2e3a0d7c3c98","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343652089098584","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343681409118496,"gmtCreate":1724935845485,"gmtModify":1724936906023,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果今天晚上起来拉指数的","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果今天晚上起来拉指数的","text":"$苹果(AAPL)$ 苹果今天晚上起来拉指数的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343681409118496","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343653277835328,"gmtCreate":1724928833999,"gmtModify":1724936671311,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a><v-v data-views=\"1\"></v-v> ","text":"$纳指三倍做多ETF(TQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343653277835328","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":359929003712672,"gmtCreate":1728904969062,"gmtModify":1728911682913,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"title":"台积电、奈飞、特斯拉即将发布财报","htmlText":"查看详情:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly93d3cuaXRpZ2VydXAuY29tL2hhbnMvZWFybnNlYXNvbi9yZXBvcnQ/b3M9YW5kcm9pZCZ1dG1fbWVkaXVtPXRpZ2VyX2NvbW11bml0eSZvcmlnaW5hbF9tb2R1bGU9aDVfbWF0ZXJpYWwmc2tpbj0yJmFjdGlvbklEPWVjZjgxNjk1Y2M2YmFhOTRhMGI0MGJjZDVlN2VkNzk5JmVkaXRpb249ZnVsbCZzaGFyZUlEPTcxYzE2N2QzMmJhOGE2YWFkMmI5YTllNjM1YTE1YzI4Jmludml0ZT03VFZOWkombGFuZz16aF9DTiZwbGF0Zm9ybT1hbmRyb2lk\">台积电、奈飞、特斯拉即将发布财报</a> 和老虎一起,解读热门公司财报热点,抢占投资先机 此帖仅开放于中国大陆用户","listText":"查看详情:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly93d3cuaXRpZ2VydXAuY29tL2hhbnMvZWFybnNlYXNvbi9yZXBvcnQ/b3M9YW5kcm9pZCZ1dG1fbWVkaXVtPXRpZ2VyX2NvbW11bml0eSZvcmlnaW5hbF9tb2R1bGU9aDVfbWF0ZXJpYWwmc2tpbj0yJmFjdGlvbklEPWVjZjgxNjk1Y2M2YmFhOTRhMGI0MGJjZDVlN2VkNzk5JmVkaXRpb249ZnVsbCZzaGFyZUlEPTcxYzE2N2QzMmJhOGE2YWFkMmI5YTllNjM1YTE1YzI4Jmludml0ZT03VFZOWkombGFuZz16aF9DTiZwbGF0Zm9ybT1hbmRyb2lk\">台积电、奈飞、特斯拉即将发布财报</a> 和老虎一起,解读热门公司财报热点,抢占投资先机 此帖仅开放于中国大陆用户","text":"查看详情:台积电、奈飞、特斯拉即将发布财报 和老虎一起,解读热门公司财报热点,抢占投资先机 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/addecb85a0406f27235ba224ef715539"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/359929003712672","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":366377667387584,"gmtCreate":1730473815933,"gmtModify":1730473817643,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> 那个安永也不是什么好东西,逮着机会就要拼命做空","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"1\"></v-v> 那个安永也不是什么好东西,逮着机会就要拼命做空","text":"$超微电脑(SMCI)$ 那个安永也不是什么好东西,逮着机会就要拼命做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/366377667387584","isVote":1,"tweetType":1,"viewCount":1731,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507596082470494","authorId":"3507596082470494","name":"独钓寒江雪A","avatar":"https://static.tigerbbs.com/86d14523ab7112c237e74dbf67637f01","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3507596082470494","idStr":"3507596082470494"},"content":"下周三看管理层的回复,好坏也算给股民个交代,不然大家猜来猜去心情会不好,现在有信息差,恐慌很正常,机构走也是理所应当的,毕竟他们都有风控,还记得英伟达那会上涨的时候,资管的人说,明知道股价很高了,但是又不得不买,怕错过后投资人不愿意,道理差不多,很多机构基本也是短视的,大的回撤肯定受不了。","text":"下周三看管理层的回复,好坏也算给股民个交代,不然大家猜来猜去心情会不好,现在有信息差,恐慌很正常,机构走也是理所应当的,毕竟他们都有风控,还记得英伟达那会上涨的时候,资管的人说,明知道股价很高了,但是又不得不买,怕错过后投资人不愿意,道理差不多,很多机构基本也是短视的,大的回撤肯定受不了。","html":"下周三看管理层的回复,好坏也算给股民个交代,不然大家猜来猜去心情会不好,现在有信息差,恐慌很正常,机构走也是理所应当的,毕竟他们都有风控,还记得英伟达那会上涨的时候,资管的人说,明知道股价很高了,但是又不得不买,怕错过后投资人不愿意,道理差不多,很多机构基本也是短视的,大的回撤肯定受不了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343698427981936,"gmtCreate":1724939857784,"gmtModify":1724939862028,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 昨天晚上抄底进场","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 昨天晚上抄底进场","text":"$超微电脑(SMCI)$ 昨天晚上抄底进场","images":[{"img":"https://static.tigerbbs.com/36c5e5feaefd53547fc9ea9a99391dff","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343698427981936","isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":368443801464920,"gmtCreate":1730989676108,"gmtModify":1730990194475,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"0\"></v-v> 最近买了这个垃圾","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a><v-v data-views=\"0\"></v-v> 最近买了这个垃圾","text":"$超微电脑(SMCI)$ 最近买了这个垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368443801464920","isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187760203734262","authorId":"4187760203734262","name":"Tiger_hu","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4187760203734262","idStr":"4187760203734262"},"content":"底部买了,换成了另外一只,今天翻倍了,太爽!不在这儿耗了,没底","text":"底部买了,换成了另外一只,今天翻倍了,太爽!不在这儿耗了,没底","html":"底部买了,换成了另外一只,今天翻倍了,太爽!不在这儿耗了,没底"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367443172757664,"gmtCreate":1730720553174,"gmtModify":1730720556872,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"那个安永公司也不是什么好东西,有一点点利空就拼命做空,跟英伟达走 ,不会退市的","listText":"那个安永公司也不是什么好东西,有一点点利空就拼命做空,跟英伟达走 ,不会退市的","text":"那个安永公司也不是什么好东西,有一点点利空就拼命做空,跟英伟达走 ,不会退市的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367443172757664","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360339320623264,"gmtCreate":1728991762617,"gmtModify":1728991764595,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"大选完以后看新产品的实力,年底有望冲击200","listText":"大选完以后看新产品的实力,年底有望冲击200","text":"大选完以后看新产品的实力,年底有望冲击200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360339320623264","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343700705267992,"gmtCreate":1724940475667,"gmtModify":1724940477116,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 困难只是暂时的,伟大的科技公司会重回巅峰的","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 困难只是暂时的,伟大的科技公司会重回巅峰的","text":"$超微电脑(SMCI)$ 困难只是暂时的,伟大的科技公司会重回巅峰的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343700705267992","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343057342947488,"gmtCreate":1724772587060,"gmtModify":1724772753738,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 看明天的好戏的吧","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 看明天的好戏的吧","text":"$英伟达(NVDA)$ 看明天的好戏的吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343057342947488","isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371366400688320,"gmtCreate":1731674754125,"gmtModify":1731674756384,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"厉害了,高手","listText":"厉害了,高手","text":"厉害了,高手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371366400688320","repostId":"371261693030416","repostType":1,"repost":{"id":371261693030416,"gmtCreate":1731659060943,"gmtModify":1731675002231,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"37002306153600","idStr":"37002306153600"},"themes":[],"title":"【小虎访谈】越过山丘的明天:抄底币股狂赚60倍!炒美股不到一年,实现了第一个百万目标!","htmlText":"各位虎友们好,本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3490851330892241\">@越过山丘的明天</a> 。他在2024年才开始涉足美股。在年初时,他成功抓住了 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 的爆发机会,通过买入看涨期权,为自己带来了超过9万美元的收益[财迷]。到了7月底,他又果断抄底了 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 的看涨期权,并一路补仓。尽管中途经历了大量浮亏,但他始终坚定自己的判断。最终,在双十一这一天,Coin期权暴涨,给他带来了超过60倍的收益[强]。也是通过这两次交易,让他在不到一年的时间里达成了人生第一个百万的收益目标[美金]。当前,币股进入回调模式,他建议短线上避免追高;但从长远来看,他仍然看好币股的行情。此外,他也认为美股会继续创新高。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我今年35岁,目前在上海从事银行业。在读上海财经大学在职研究生,攻读金融投资MBA学位。从2024年开始做美股,实现了人生金融投资第一桶金,达成了第一个百万(人民币)收益目标。平常喜欢健身、足球和网球。昵称来源于我喜欢李宗盛的歌,《山丘》中表达的经历成功失败大起大落后的笃定,很符合投资交易起伏的心态。Q:您今年才开始做美股,就挣了一百万啊!是通过哪些操作获得的这个收益呢?怎么说呢,做过很多交易,尝试过很多标的,正股、期权都参与过。最低谷的时候,账户资产价值只剩下8000多美金。最正确的两个决策就是买入 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","listText":"各位虎友们好,本周要与我们分享的虎友是 <a href=\"https://laohu8.com/U/3490851330892241\">@越过山丘的明天</a> 。他在2024年才开始涉足美股。在年初时,他成功抓住了 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 的爆发机会,通过买入看涨期权,为自己带来了超过9万美元的收益[财迷]。到了7月底,他又果断抄底了 <a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 的看涨期权,并一路补仓。尽管中途经历了大量浮亏,但他始终坚定自己的判断。最终,在双十一这一天,Coin期权暴涨,给他带来了超过60倍的收益[强]。也是通过这两次交易,让他在不到一年的时间里达成了人生第一个百万的收益目标[美金]。当前,币股进入回调模式,他建议短线上避免追高;但从长远来看,他仍然看好币股的行情。此外,他也认为美股会继续创新高。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我今年35岁,目前在上海从事银行业。在读上海财经大学在职研究生,攻读金融投资MBA学位。从2024年开始做美股,实现了人生金融投资第一桶金,达成了第一个百万(人民币)收益目标。平常喜欢健身、足球和网球。昵称来源于我喜欢李宗盛的歌,《山丘》中表达的经历成功失败大起大落后的笃定,很符合投资交易起伏的心态。Q:您今年才开始做美股,就挣了一百万啊!是通过哪些操作获得的这个收益呢?怎么说呢,做过很多交易,尝试过很多标的,正股、期权都参与过。最低谷的时候,账户资产价值只剩下8000多美金。最正确的两个决策就是买入 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"各位虎友们好,本周要与我们分享的虎友是 @越过山丘的明天 。他在2024年才开始涉足美股。在年初时,他成功抓住了 $英伟达(NVDA)$ 的爆发机会,通过买入看涨期权,为自己带来了超过9万美元的收益[财迷]。到了7月底,他又果断抄底了 $Coinbase Global, Inc.(COIN)$ 的看涨期权,并一路补仓。尽管中途经历了大量浮亏,但他始终坚定自己的判断。最终,在双十一这一天,Coin期权暴涨,给他带来了超过60倍的收益[强]。也是通过这两次交易,让他在不到一年的时间里达成了人生第一个百万的收益目标[美金]。当前,币股进入回调模式,他建议短线上避免追高;但从长远来看,他仍然看好币股的行情。此外,他也认为美股会继续创新高。来吧虎友们,让我们一起来听听他的投资心得大分享吧[你懂的][你懂的]Q:请简单自我介绍一下我今年35岁,目前在上海从事银行业。在读上海财经大学在职研究生,攻读金融投资MBA学位。从2024年开始做美股,实现了人生金融投资第一桶金,达成了第一个百万(人民币)收益目标。平常喜欢健身、足球和网球。昵称来源于我喜欢李宗盛的歌,《山丘》中表达的经历成功失败大起大落后的笃定,很符合投资交易起伏的心态。Q:您今年才开始做美股,就挣了一百万啊!是通过哪些操作获得的这个收益呢?怎么说呢,做过很多交易,尝试过很多标的,正股、期权都参与过。最低谷的时候,账户资产价值只剩下8000多美金。最正确的两个决策就是买入 $英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/5178b82d3c441ae206a87940f2210d90","width":"696","height":"382"},{"img":"https://static.tigerbbs.com/bed4a998241cb72cb3e49c02bdc5ef97","width":"816","height":"943"},{"img":"https://static.tigerbbs.com/bfb69718ae1963e2a94ea844cf5807fc","width":"944","height":"688"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371261693030416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365947964481832,"gmtCreate":1730384403361,"gmtModify":1730384405813,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"现在有点超卖了,后半夜要拉起来的","listText":"现在有点超卖了,后半夜要拉起来的","text":"现在有点超卖了,后半夜要拉起来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365947964481832","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365221000933392,"gmtCreate":1730200100653,"gmtModify":1730200102388,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"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/365221000933392","repostId":"365253964681616","repostType":1,"repost":{"id":365253964681616,"gmtCreate":1730198585131,"gmtModify":1730199397122,"author":{"id":"3527667609076620","authorId":"3527667609076620","name":"发發虎","avatar":"https://static.tigerbbs.com/a13a8024fdb84b92780aefe022e21dde","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667609076620","idStr":"3527667609076620"},"themes":[],"title":"【一起发财】抄底核电股,他赚了120%!","htmlText":"这两周有一个板块异军突起,由于这个板块和人工智能概念有关,正好这个板块都是小盘股,所以爆发力惊人。有虎友交易相关股票或期权,实现了120%的收益,本文将揭秘他们的投资策略,剖析他们赚钱的原因,希望大家也能从中受益,在投资路上越走越顺! <a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$</a>想知道他们是如何获利的吗?让我们一探究竟!恭喜 <a href=\"https://laohu8.com/U/32110809292261\">@令狐不冲</a> 和 <a href=\"https://laohu8.com/U/3580362198480554\">@lrtrade</a> 通过交易OKLO股票和期权,分别获得了120%的收益。恭喜 <a href=\"https://laohu8.com/U/3500646460202211\">@七风哥哥</a> 通过交易OKLO股票,赚取了11150美元。欢迎以上虎友添加虎妞微信(微信:itiger2014),聊聊你的操作思路,获得老虎专访,赢取老虎限量周边🎁🎁🎁。核电成为近几周的热点,其实这个概念总会有一个阶段会成为热点,只不过今年以来的热度还是来自AI——因为太费电了。如果英伟达是AI的卖铲人,那电力能源则是卖铲人的卖铲人。这两天起爆的主要原因,是包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在内的巨头都进入核电领域的投资,为的是给未来几年的能源做些埋伏。而我们今天的主人公,OKLO今年以来大涨132%。虎友","listText":"这两周有一个板块异军突起,由于这个板块和人工智能概念有关,正好这个板块都是小盘股,所以爆发力惊人。有虎友交易相关股票或期权,实现了120%的收益,本文将揭秘他们的投资策略,剖析他们赚钱的原因,希望大家也能从中受益,在投资路上越走越顺! <a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$</a>想知道他们是如何获利的吗?让我们一探究竟!恭喜 <a href=\"https://laohu8.com/U/32110809292261\">@令狐不冲</a> 和 <a href=\"https://laohu8.com/U/3580362198480554\">@lrtrade</a> 通过交易OKLO股票和期权,分别获得了120%的收益。恭喜 <a href=\"https://laohu8.com/U/3500646460202211\">@七风哥哥</a> 通过交易OKLO股票,赚取了11150美元。欢迎以上虎友添加虎妞微信(微信:itiger2014),聊聊你的操作思路,获得老虎专访,赢取老虎限量周边🎁🎁🎁。核电成为近几周的热点,其实这个概念总会有一个阶段会成为热点,只不过今年以来的热度还是来自AI——因为太费电了。如果英伟达是AI的卖铲人,那电力能源则是卖铲人的卖铲人。这两天起爆的主要原因,是包括 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在内的巨头都进入核电领域的投资,为的是给未来几年的能源做些埋伏。而我们今天的主人公,OKLO今年以来大涨132%。虎友","text":"这两周有一个板块异军突起,由于这个板块和人工智能概念有关,正好这个板块都是小盘股,所以爆发力惊人。有虎友交易相关股票或期权,实现了120%的收益,本文将揭秘他们的投资策略,剖析他们赚钱的原因,希望大家也能从中受益,在投资路上越走越顺! $Oklo Inc.(OKLO)$想知道他们是如何获利的吗?让我们一探究竟!恭喜 @令狐不冲 和 @lrtrade 通过交易OKLO股票和期权,分别获得了120%的收益。恭喜 @七风哥哥 通过交易OKLO股票,赚取了11150美元。欢迎以上虎友添加虎妞微信(微信:itiger2014),聊聊你的操作思路,获得老虎专访,赢取老虎限量周边🎁🎁🎁。核电成为近几周的热点,其实这个概念总会有一个阶段会成为热点,只不过今年以来的热度还是来自AI——因为太费电了。如果英伟达是AI的卖铲人,那电力能源则是卖铲人的卖铲人。这两天起爆的主要原因,是包括 $亚马逊(AMZN)$ $谷歌(GOOG)$ $微软(MSFT)$ 在内的巨头都进入核电领域的投资,为的是给未来几年的能源做些埋伏。而我们今天的主人公,OKLO今年以来大涨132%。虎友","images":[{"img":"https://static.tigerbbs.com/27912490e2980191eca1afcbea1e1fd2"},{"img":"https://static.tigerbbs.com/60ddf9b98e2524dd212cca6031936a9a","width":"1080","height":"1080"},{"img":"https://static.tigerbbs.com/58637d566ebf5370e6546bcb6a2b93e0","width":"1382","height":"1036"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365253964681616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364581923537136,"gmtCreate":1730019278282,"gmtModify":1730019280310,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a>成本6,5还不拉起来就麻烦了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a>成本6,5还不拉起来就麻烦了","text":"$老虎证券(TIGR)$ 成本6,5还不拉起来就麻烦了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364581923537136","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356011115319520,"gmtCreate":1727918749949,"gmtModify":1727918751786,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"卡片大作战","listText":"卡片大作战","text":"卡片大作战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356011115319520","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351937700294976,"gmtCreate":1726965206467,"gmtModify":1726965208412,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"又出来吓唬人了","listText":"又出来吓唬人了","text":"又出来吓唬人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351937700294976","repostId":"2469092951","repostType":4,"repost":{"id":"2469092951","pubTimestamp":1726912891,"share":"https://www.laohu8.com/m/news/2469092951?lang=&edition=full","pubTime":"2024-09-21 18:01","market":"other","language":"zh","title":"大幅降息后,美联储开始了新的预期管理?","url":"https://stock-news.laohu8.com/highlight/detail?id=2469092951","media":"券商中国","summary":"在大幅降息之后,美联储很快就开始了新的预期管理!其实,从美联储公布的资产负债表最新数据来看,虽然本周已经大幅降息,但美联储并未改变缩表的趋势。不一样的声音美联储大幅降息的唯一反对者、美联储理事鲍曼于当地时间周五表示,在这个过程中,先采取较小幅度的降息举措会是更好的选择,因为通胀率仍然没有降至央行2%的目标。目前,市场已经开始预期美联储于11月再度降息50个基点。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e330dab90ffc69e95f7f2ea795bc231\" title=\"\" tg-width=\"600\" tg-height=\"333\"/></p><p><strong>在大幅降息之后,美联储很快就开始了新的预期管理</strong></p><p>美国股市周五收盘基本持平,主要股指表现疲软。美联储理事米歇尔·鲍曼(Michelle Bowman)坚持认为,美联储本周较小幅度的降息是更可取的。鲍曼是美联储中唯一一位对最新降息政策决定持不同意见的成员,她表示,她更倾向于降息幅度较小(25个基点)而不是50个基点。</p><p>其实,从美联储公布的资产负债表最新数据来看,虽然本周已经大幅降息,但美联储并未改变缩表的趋势。也就是说,量化宽松与降息并未同时到来,这可能也意味着,美联储对于通胀仍有担心。</p><p>值得注意的是,就在美联储降息50个基点,推动美国股市创下历史新高后,欧洲央行行长拉加德于当地时间周五警告称,全球经济正面临着“经济民族主义”、全球贸易崩溃和20世纪20年代大萧条时的压力。</p><blockquote><p><strong>不一样的声音</strong></p></blockquote><p>美联储大幅降息的唯一反对者、美联储理事鲍曼于当地时间周五表示,在这个过程中,先采取较小幅度的降息举措会是更好的选择,因为通胀率仍然没有降至央行2%的目标。美联储的更大规模政策行动可能被解读为,过早宣布在价格稳定任务上的胜利。</p><p>她表示,她更倾向于降息幅度较小(25个基点)而不是50个基点。</p><p>她同意本周有必要降低利率,但认为,采取有节制的步伐,向更中性的政策立场迈进,将确保通胀率进一步降至2%的目标。这种方法还可以避免不必要地刺激需求。鲍威尔承认鲍曼的反对意见,但他也表示,降息得到了“广泛支持”,他的政策制定者同事之间也有很多共同点。</p><p>鲍曼在主张较小幅度减产的声明中表示,美国经济依然强劲,“潜在增长稳健”,就业市场接近充分就业。尽管招聘似乎有所减弱,但裁员人数仍然很低。考虑到生产率增长的趋势,她认为就业市场的正常化对于帮助工资增长降至与2%通胀率一致的速度是必要的。</p><p>目前,市场已经开始预期美联储于11月再度降息50个基点。美联储理事沃勒周五表示,美联储降息50个基点是保持经济强势的正确之举;静默期公布的通胀数据促使我倾向于大幅降息;未来降息幅度将取决于即将发布的数据;如果就业市场恶化,可能考虑再次降息50个基点。他这一言论再度强化了降息50个基点的市场预期。</p><p>但美联储利率制定委员会对于今年预期额外降息次数的看法几乎各执一词,其中七名委员赞成在年底前额外降息25个基点,九名委员赞成额外降息50个基点。而根据<a href=\"https://laohu8.com/S/CME\">芝加哥商品交易所</a>的美联储观察工具,市场已充分预期美联储11月份将至少降息25个基点,预计降息50个基点的可能性为48.9%。</p><blockquote><p><strong>资产负债表的趋势</strong></p></blockquote><p>对于资本市场而言,除了息口,资产负债表更值得关注。虽然,美联储已经大幅降息,但其资产负债表还未出现量化宽松的趋势。一边降低资金利率,一边利用缩表来控制尚未完全平复的通胀,可能是当下美联储的策略。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60035d3ba7cd2d116d0dc5699cb96f24\" title=\"\" tg-width=\"830\" tg-height=\"440\"/></p><p>但只有在美联储量化宽松的背景之下,全球离岸美元的流动性宽松的局面才能真正到来。所以,即使美联储大幅降息,但<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>却未破100,而且短期还有稳住的势头。</p><p>美国银行发布的研报中表示,预计美联储将在2025年3月底之前结束缩表,此前预测的结束时间则为2024年12月,原因是决策者对其政策的讨论很少。9月FOMC会议表明,美联储认为政策利率和资产负债表的变动是相互独立的。尽管如此,策略师仍然认为在即将触及债务上限期间,美联储应对继续实施量化紧缩持谨慎态度,因为这会造成决策者可能希望避免的资金“盲点”。他们认为,对量化紧缩关注的缺失表明将推迟结束缩表,且资金波动性可能上升。在接近债务上限期间,财政部一般账户(TGA)的下降抵消了量化紧缩对流动性的影响,暂停或暂时扭转了融资市场的上行压力。但TGA的消耗和相应的补充规模将比2019年大两倍左右。2019年债务上限暂停后,回购市场在当年9月经历大幅波动。</p><p>巴克莱则认为,美联储已表示可以在降低利率的同时缩减资产负债表,但出于风险管理方面的考量,建议提前结束缩表。巴克莱预计,美联储会于12月结束量化紧缩,且会在11月的会议上宣布此事。</p><blockquote><p><strong>一些警示</strong></p></blockquote><p>各地央行的动作背后是经济的变动趋势。而从目前的情况来看,似乎并不是太好。</p><p>欧洲央行行长拉加德当地时间周五在华盛顿国际货币基金组织发表讲话时指出:“我们面临着自20世纪20年代以来最严重的疫情、自20世纪40年代以来欧洲最严重的冲突以及自20世纪70年代以来最严重的能源冲击。”</p><p>她认为,20世纪20年代和21世纪20年代之间存在一些相似之处,尤其是在“全球贸易一体化遭遇挫折”和“技术进步”方面。全球经济正面临着“经济民族主义”、全球贸易崩溃和20世纪20年代大萧条的压力。这些干扰加上供应链问题等因素,已经永久性地改变了全球经济活动。</p><p>据新华社消息,著名经济学家大卫·罗森伯格近日对媒体表达有关经济衰退迫在眉睫的强烈担忧。他认为,股市表现与经济基本面明显脱节。虽然股指不断创历史新高,但这种上涨主要并非由强劲的盈利增长驱动。他说,消费者支出超出预期,但这种支出并非受到收入增长推动,反而是由令人担忧的个人储蓄率下降推动的。目前,美国个人储蓄率已降至2.9%的历史低点,极为罕见。</p><p>最近几个月,<a href=\"https://laohu8.com/S/GS\">高盛</a>等多家美国投行提醒客户为经济发生关键的转变做准备。他们认为,宏观经济格局的一些变化表明经济衰退概率已显著增加,影响可能波及全世界。</p></body></html>","source":"cszg","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>大幅降息后,美联储开始了新的预期管理?</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; }\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大幅降息后,美联储开始了新的预期管理?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-21 18:01 北京时间 <a href=https://mp.weixin.qq.com/s/Za_t4vXT-8qIsneCOpeQbQ><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在大幅降息之后,美联储很快就开始了新的预期管理美国股市周五收盘基本持平,主要股指表现疲软。美联储理事米歇尔·鲍曼(Michelle Bowman)坚持认为,美联储本周较小幅度的降息是更可取的。鲍曼是美联储中唯一一位对最新降息政策决定持不同意见的成员,她表示,她更倾向于降息幅度较小(25个基点)而不是50个基点。其实,从美联储公布的资产负债表最新数据来看,虽然本周已经大幅降息,但美联储并未改变缩表的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Za_t4vXT-8qIsneCOpeQbQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e330dab90ffc69e95f7f2ea795bc231","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/Za_t4vXT-8qIsneCOpeQbQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469092951","content_text":"在大幅降息之后,美联储很快就开始了新的预期管理美国股市周五收盘基本持平,主要股指表现疲软。美联储理事米歇尔·鲍曼(Michelle Bowman)坚持认为,美联储本周较小幅度的降息是更可取的。鲍曼是美联储中唯一一位对最新降息政策决定持不同意见的成员,她表示,她更倾向于降息幅度较小(25个基点)而不是50个基点。其实,从美联储公布的资产负债表最新数据来看,虽然本周已经大幅降息,但美联储并未改变缩表的趋势。也就是说,量化宽松与降息并未同时到来,这可能也意味着,美联储对于通胀仍有担心。值得注意的是,就在美联储降息50个基点,推动美国股市创下历史新高后,欧洲央行行长拉加德于当地时间周五警告称,全球经济正面临着“经济民族主义”、全球贸易崩溃和20世纪20年代大萧条时的压力。不一样的声音美联储大幅降息的唯一反对者、美联储理事鲍曼于当地时间周五表示,在这个过程中,先采取较小幅度的降息举措会是更好的选择,因为通胀率仍然没有降至央行2%的目标。美联储的更大规模政策行动可能被解读为,过早宣布在价格稳定任务上的胜利。她表示,她更倾向于降息幅度较小(25个基点)而不是50个基点。她同意本周有必要降低利率,但认为,采取有节制的步伐,向更中性的政策立场迈进,将确保通胀率进一步降至2%的目标。这种方法还可以避免不必要地刺激需求。鲍威尔承认鲍曼的反对意见,但他也表示,降息得到了“广泛支持”,他的政策制定者同事之间也有很多共同点。鲍曼在主张较小幅度减产的声明中表示,美国经济依然强劲,“潜在增长稳健”,就业市场接近充分就业。尽管招聘似乎有所减弱,但裁员人数仍然很低。考虑到生产率增长的趋势,她认为就业市场的正常化对于帮助工资增长降至与2%通胀率一致的速度是必要的。目前,市场已经开始预期美联储于11月再度降息50个基点。美联储理事沃勒周五表示,美联储降息50个基点是保持经济强势的正确之举;静默期公布的通胀数据促使我倾向于大幅降息;未来降息幅度将取决于即将发布的数据;如果就业市场恶化,可能考虑再次降息50个基点。他这一言论再度强化了降息50个基点的市场预期。但美联储利率制定委员会对于今年预期额外降息次数的看法几乎各执一词,其中七名委员赞成在年底前额外降息25个基点,九名委员赞成额外降息50个基点。而根据芝加哥商品交易所的美联储观察工具,市场已充分预期美联储11月份将至少降息25个基点,预计降息50个基点的可能性为48.9%。资产负债表的趋势对于资本市场而言,除了息口,资产负债表更值得关注。虽然,美联储已经大幅降息,但其资产负债表还未出现量化宽松的趋势。一边降低资金利率,一边利用缩表来控制尚未完全平复的通胀,可能是当下美联储的策略。但只有在美联储量化宽松的背景之下,全球离岸美元的流动性宽松的局面才能真正到来。所以,即使美联储大幅降息,但美元指数却未破100,而且短期还有稳住的势头。美国银行发布的研报中表示,预计美联储将在2025年3月底之前结束缩表,此前预测的结束时间则为2024年12月,原因是决策者对其政策的讨论很少。9月FOMC会议表明,美联储认为政策利率和资产负债表的变动是相互独立的。尽管如此,策略师仍然认为在即将触及债务上限期间,美联储应对继续实施量化紧缩持谨慎态度,因为这会造成决策者可能希望避免的资金“盲点”。他们认为,对量化紧缩关注的缺失表明将推迟结束缩表,且资金波动性可能上升。在接近债务上限期间,财政部一般账户(TGA)的下降抵消了量化紧缩对流动性的影响,暂停或暂时扭转了融资市场的上行压力。但TGA的消耗和相应的补充规模将比2019年大两倍左右。2019年债务上限暂停后,回购市场在当年9月经历大幅波动。巴克莱则认为,美联储已表示可以在降低利率的同时缩减资产负债表,但出于风险管理方面的考量,建议提前结束缩表。巴克莱预计,美联储会于12月结束量化紧缩,且会在11月的会议上宣布此事。一些警示各地央行的动作背后是经济的变动趋势。而从目前的情况来看,似乎并不是太好。欧洲央行行长拉加德当地时间周五在华盛顿国际货币基金组织发表讲话时指出:“我们面临着自20世纪20年代以来最严重的疫情、自20世纪40年代以来欧洲最严重的冲突以及自20世纪70年代以来最严重的能源冲击。”她认为,20世纪20年代和21世纪20年代之间存在一些相似之处,尤其是在“全球贸易一体化遭遇挫折”和“技术进步”方面。全球经济正面临着“经济民族主义”、全球贸易崩溃和20世纪20年代大萧条的压力。这些干扰加上供应链问题等因素,已经永久性地改变了全球经济活动。据新华社消息,著名经济学家大卫·罗森伯格近日对媒体表达有关经济衰退迫在眉睫的强烈担忧。他认为,股市表现与经济基本面明显脱节。虽然股指不断创历史新高,但这种上涨主要并非由强劲的盈利增长驱动。他说,消费者支出超出预期,但这种支出并非受到收入增长推动,反而是由令人担忧的个人储蓄率下降推动的。目前,美国个人储蓄率已降至2.9%的历史低点,极为罕见。最近几个月,高盛等多家美国投行提醒客户为经济发生关键的转变做准备。他们认为,宏观经济格局的一些变化表明经济衰退概率已显著增加,影响可能波及全世界。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346551173669184,"gmtCreate":1725636629376,"gmtModify":1725636630880,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 晚上要拉起来哦","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 晚上要拉起来哦","text":"$英伟达(NVDA)$ 晚上要拉起来哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346551173669184","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346547165065304,"gmtCreate":1725635561981,"gmtModify":1725635563858,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"今天晚上能拉起来吗","listText":"今天晚上能拉起来吗","text":"今天晚上能拉起来吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346547165065304","repostId":"346388841636032","repostType":1,"repost":{"id":346388841636032,"gmtCreate":1725594440529,"gmtModify":1725607131388,"author":{"id":"4142574206948102","authorId":"4142574206948102","name":"期权叨叨虎","avatar":"https://static.tigerbbs.com/87212d005a0736e14fa8b5e673df8099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142574206948102","idStr":"4142574206948102"},"themes":[],"title":"英伟达股价急挫,期权抄底良机来了?","htmlText":"英伟达近期经历了大幅回调,9个交易日内股价下跌逾17%,市值蒸发近5500亿美元,引发美股市场震荡。据彭博社数据,英伟达股票30天波动率达到2022年中以来的最高水平。华尔街分析师纷纷提出疑问:现在是“抄底”英伟达的好时机吗?回撤原因方面,分析师主要认为有以下五个原因:反垄断风险:美国司法部已向英伟达及相关方发出传票,调查其是否违反反垄断法。尽管英伟达否认收到传票,但市场担忧美国政府对AI领域监管加码,对公司未来不利。芯片发布延迟:据报道,英伟达新AI芯片Blackwell因设计缺陷推迟,可能影响Meta、谷歌等客户。摩根士丹利预计延迟时间较短,但市场对此反应不佳。业绩预期降低:英伟达预计Q3营收为325亿美元,低于部分分析师预期,且增长率首次低于100%。公司未提供清晰的资本支出和投资回报指引,导致市场信心动摇。行业周期和需求疲软:半导体行业进入后周期阶段,芯片销售数据疲软。市场对利好消息反应冷淡,反映出对需求前景的疑虑。股东抛售疑云:社交媒体传言佩洛西减持英伟达股票虽被证伪,但CEO黄仁勋近期的减持行为仍引发股东担忧。华尔街观点不一,多头认为,英伟达在AI芯片领域占据重要地位,市场需求强劲。Wedbush分析师表示,英伟达的GPU已成为“新石油”,推动AI革命。空头则认为,市场对英伟达的预期过高,目前缺乏新的增长动力,未来存在不确定性。针对想要做多同时想要控制风险的投资者,可以考虑使用比率价差策略。什么是比率价差? 比率价差是一种期权策略,在这种策略中,交易者买入平值ATM或虚值OTM的看涨期权或看跌期权,然后卖出至少两个或更多相同的OTM期权。交易者可以买入或卖出看涨期权(看涨比率价差)或看跌期权(看跌比率利差)。 如果交易者略微看跌,他们将使用看跌比率价差。如果他们略微看涨,他们将使用看涨比率价差。该比率通常是每份多头期权对应两个卖出期权,但交易者可以更改该比率。交","listText":"英伟达近期经历了大幅回调,9个交易日内股价下跌逾17%,市值蒸发近5500亿美元,引发美股市场震荡。据彭博社数据,英伟达股票30天波动率达到2022年中以来的最高水平。华尔街分析师纷纷提出疑问:现在是“抄底”英伟达的好时机吗?回撤原因方面,分析师主要认为有以下五个原因:反垄断风险:美国司法部已向英伟达及相关方发出传票,调查其是否违反反垄断法。尽管英伟达否认收到传票,但市场担忧美国政府对AI领域监管加码,对公司未来不利。芯片发布延迟:据报道,英伟达新AI芯片Blackwell因设计缺陷推迟,可能影响Meta、谷歌等客户。摩根士丹利预计延迟时间较短,但市场对此反应不佳。业绩预期降低:英伟达预计Q3营收为325亿美元,低于部分分析师预期,且增长率首次低于100%。公司未提供清晰的资本支出和投资回报指引,导致市场信心动摇。行业周期和需求疲软:半导体行业进入后周期阶段,芯片销售数据疲软。市场对利好消息反应冷淡,反映出对需求前景的疑虑。股东抛售疑云:社交媒体传言佩洛西减持英伟达股票虽被证伪,但CEO黄仁勋近期的减持行为仍引发股东担忧。华尔街观点不一,多头认为,英伟达在AI芯片领域占据重要地位,市场需求强劲。Wedbush分析师表示,英伟达的GPU已成为“新石油”,推动AI革命。空头则认为,市场对英伟达的预期过高,目前缺乏新的增长动力,未来存在不确定性。针对想要做多同时想要控制风险的投资者,可以考虑使用比率价差策略。什么是比率价差? 比率价差是一种期权策略,在这种策略中,交易者买入平值ATM或虚值OTM的看涨期权或看跌期权,然后卖出至少两个或更多相同的OTM期权。交易者可以买入或卖出看涨期权(看涨比率价差)或看跌期权(看跌比率利差)。 如果交易者略微看跌,他们将使用看跌比率价差。如果他们略微看涨,他们将使用看涨比率价差。该比率通常是每份多头期权对应两个卖出期权,但交易者可以更改该比率。交","text":"英伟达近期经历了大幅回调,9个交易日内股价下跌逾17%,市值蒸发近5500亿美元,引发美股市场震荡。据彭博社数据,英伟达股票30天波动率达到2022年中以来的最高水平。华尔街分析师纷纷提出疑问:现在是“抄底”英伟达的好时机吗?回撤原因方面,分析师主要认为有以下五个原因:反垄断风险:美国司法部已向英伟达及相关方发出传票,调查其是否违反反垄断法。尽管英伟达否认收到传票,但市场担忧美国政府对AI领域监管加码,对公司未来不利。芯片发布延迟:据报道,英伟达新AI芯片Blackwell因设计缺陷推迟,可能影响Meta、谷歌等客户。摩根士丹利预计延迟时间较短,但市场对此反应不佳。业绩预期降低:英伟达预计Q3营收为325亿美元,低于部分分析师预期,且增长率首次低于100%。公司未提供清晰的资本支出和投资回报指引,导致市场信心动摇。行业周期和需求疲软:半导体行业进入后周期阶段,芯片销售数据疲软。市场对利好消息反应冷淡,反映出对需求前景的疑虑。股东抛售疑云:社交媒体传言佩洛西减持英伟达股票虽被证伪,但CEO黄仁勋近期的减持行为仍引发股东担忧。华尔街观点不一,多头认为,英伟达在AI芯片领域占据重要地位,市场需求强劲。Wedbush分析师表示,英伟达的GPU已成为“新石油”,推动AI革命。空头则认为,市场对英伟达的预期过高,目前缺乏新的增长动力,未来存在不确定性。针对想要做多同时想要控制风险的投资者,可以考虑使用比率价差策略。什么是比率价差? 比率价差是一种期权策略,在这种策略中,交易者买入平值ATM或虚值OTM的看涨期权或看跌期权,然后卖出至少两个或更多相同的OTM期权。交易者可以买入或卖出看涨期权(看涨比率价差)或看跌期权(看跌比率利差)。 如果交易者略微看跌,他们将使用看跌比率价差。如果他们略微看涨,他们将使用看涨比率价差。该比率通常是每份多头期权对应两个卖出期权,但交易者可以更改该比率。交","images":[{"img":"https://static.tigerbbs.com/119e04d0b08a97ab3fb232c814478fdb","width":"1046","height":"848"},{"img":"https://static.tigerbbs.com/d2ac71b18d5d4df02c73344fc9139f33","width":"1039","height":"848"},{"img":"https://static.tigerbbs.com/a668b0cd2f10d494ec04e973cb3e1a80","width":"1044","height":"764"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346388841636032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346132171682056,"gmtCreate":1725534809951,"gmtModify":1725534811564,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 绝对支持达子,冲锋","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 绝对支持达子,冲锋","text":"$英伟达(NVDA)$ 绝对支持达子,冲锋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346132171682056","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346131640012904,"gmtCreate":1725534741999,"gmtModify":1725534742875,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a><v-v data-views=\"1\"></v-v> ","text":"$纳指三倍做多ETF(TQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346131640012904","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343652089098584,"gmtCreate":1724939814293,"gmtModify":1724939817877,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 昨天晚上抄底进场","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 昨天晚上抄底进场","text":"$超微电脑(SMCI)$ 昨天晚上抄底进场","images":[{"img":"https://static.tigerbbs.com/75202670fbca820ef71a2e3a0d7c3c98","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343652089098584","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":343681409118496,"gmtCreate":1724935845485,"gmtModify":1724936906023,"author":{"id":"4187872084969940","authorId":"4187872084969940","name":"勇敢的小老虎","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187872084969940","idStr":"4187872084969940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果今天晚上起来拉指数的","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果今天晚上起来拉指数的","text":"$苹果(AAPL)$ 苹果今天晚上起来拉指数的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343681409118496","isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}