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飞飞618
10-18 13:24
$SMC.HK 20241030 31.00 CALL$
苦等机会而不得,平仓一部分卖出融创看涨期权,继续卖出中芯国际看涨期权。
飞飞618
10-17 11:43
当机会来临的时候,不要用针顶,而要用盆接。 思考:1.千万不要做空美股,胜率太低。2.可以做空港股高估值、没有基本面支撑个股,胜率比较高。3.不要裸空,多头的比例一定要高于空头,不然心态会受到影响。4.卖出期权,时间尽可能拉长。
飞飞618
10-17 09:57
$SUN.HK 20241030 2.60 CALL$
继续卖出融创看涨期权…
飞飞618
10-17 01:14
离岸市场看三个因素:1.中国政策和经济,2.美联储流动性,3.中美关系。市场在博弈1,2短期影响不大,3如果是特朗普上台,短期会对市场有扰动。还是看不太清楚
飞飞618
10-17 01:11
地产股还是以博弈政策为主。有投资机会的比较少吧:1.贝壳(收佣金,看二手房成交量)。2.经营稳健的开发商,龙湖等。
飞飞618
10-16
$SUN.HK 20241030 3.00 CALL$
继续卖出看涨期权~
飞飞618
10-16
$SMC.HK 20241030 33.00 CALL$
平仓,全换到卖出融创看涨期权上去。
飞飞618
10-16
$SUN.HK 20241030 3.00 CALL$
继续卖出…
飞飞618
10-16
$英伟达(NVDA)$
长期第一,应该是不可能的事情,护城河比苹果微软还是弱一些。
飞飞618
10-16
今天市场给机会,卖出看涨期权,继续对冲。
飞飞618
10-16
$TLT 20241018 95.5 CALL$
搏一搏,单车变摩托。债券也该反弹了吧?特朗普交易,既交易降息,大宗价格下跌也有利于降息。
飞飞618
10-15
$英伟达(NVDA)$
长期看会跌下来,也变成偏周期的个股。但现在景气度很高,即使看空也不能做空…
飞飞618
10-15
$SMC.HK 20241030 27.00 CALL$
一点思考: 1.当下市场环境:对于周六的会议,外资比内资更悲观。观察互联网龙头公司这两天的走势,对冲基金应该是在没有看到刺激消费政策、经济基本面企稳等之后选择减仓,港股作为离岸市场,比a股受到的冲击更大。 2.市场风格:回归到中期增量资金的角度,etf和险资是为数不多的增量资金(短期a股场子热,散户和公募基金流入,但趋势存疑),etf会偏大票风格,险资偏红利风格。考虑到政策持续出台,成交量放大,主题概念题材也会轮番表现,但把握难度太大。 持仓方向:有基本面支撑、景气度稳定的大公司,偏红利风格的公司。 3.思考做空(对冲)的逻辑:找估值明显偏贵,短期市场关注度、成交量非常活跃的公司。一方面,估值长期向下提供了做空的确定性;另一方面,题材概念的轮动,使得个股会出现阶段性脉冲上涨,期权费也会上升。因此,通过卖出看涨期权的方式,获取权利金,是比较稳妥的选择(当然多头也得有标的,不能裸空)。 每上涨一定的百分比,加仓卖出看涨期权即可。
飞飞618
10-15
平仓美团的卖出看跌期权,看跌确定性更强的中芯和融创,15天的权利金大概是股价的10%,还是挺香的。 多头依然持有港股的潮玩、互联网公司,做个对冲。虽是对冲,希望两头都赚钱吧。
飞飞618
10-15
1.美股为主。投资美股初始胜率高,盈利概率大,这是港股中概a股不具备的优势。 2.资产配置。美股为主外,加上a股的红利低波、黄金、债券、非美市场(印度、东南亚、日本),长期胜率更高。 3.不要贪心。新手千万别上手就玩期权,看着每天都有翻倍的投资机会,其实根本把握不了(别问我是怎么知道的哈哈哈…)
飞飞618
10-14
回顾这轮期权过山车之旅,还是有很多地方值得总结的: 1.对中概的贝塔不要抱有任何幻想。中概受到中国经济和政策、美联储流动性、中美关系三重影响,一有风吹草动,波动巨大,当主升浪走完之后,要迅速切回长期胜率高的美股,保住胜利果实(这次贪了一个星期导致了巨大的回撤)。主升浪是否走完可以参考港股互联网走势及政策边际变化情况。 2.选择期权,一定要关注期权的流动性。中概股的个股期权,买进去容易,退出来难,尤其是买方。如果卖出期权,做好期权到期准备,否则方向错误平仓的成本巨大。 3.方向看不清楚的情况下,慎重做期权买方,方向错误就将万劫不复。
飞飞618
10-14
$MSFT 20241018 420.0 PUT$
美股做个对冲,多微软、mate,空特斯拉。 想想中概最近的亏损,肉疼😣…
飞飞618
10-14
$TSLA 20241018 217.5 CALL$
飞飞618
10-14
$MSFT 20241018 420.0 PUT$
美股做个对冲,卖出微软、mate看跌期权,卖出特斯拉看涨期权。
飞飞618
10-14
$PDD 20241018 143.0 PUT$
拼多多卖出看跌期权止损出局,中概主升浪大概率走完,重心要回到美股了。
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call"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":360877708259352,"gmtCreate":1729130222326,"gmtModify":1729131533314,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SUN.HK 20241030 2.60 CALL\">$SUN.HK 20241030 2.60 CALL$</a> 继续卖出融创看涨期权…","listText":"<a href=\"https://laohu8.com/OPT/SUN.HK 20241030 2.60 CALL\">$SUN.HK 20241030 2.60 CALL$</a> 继续卖出融创看涨期权…","text":"$SUN.HK 20241030 2.60 CALL$ 继续卖出融创看涨期权…","images":[{"img":"https://static.tigerbbs.com/5123c97e3bc984b6db5e2ab994ccc46e","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360877708259352","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360749524779296,"gmtCreate":1729098845404,"gmtModify":1729099413601,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"离岸市场看三个因素:1.中国政策和经济,2.美联储流动性,3.中美关系。市场在博弈1,2短期影响不大,3如果是特朗普上台,短期会对市场有扰动。还是看不太清楚","listText":"离岸市场看三个因素:1.中国政策和经济,2.美联储流动性,3.中美关系。市场在博弈1,2短期影响不大,3如果是特朗普上台,短期会对市场有扰动。还是看不太清楚","text":"离岸市场看三个因素:1.中国政策和经济,2.美联储流动性,3.中美关系。市场在博弈1,2短期影响不大,3如果是特朗普上台,短期会对市场有扰动。还是看不太清楚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360749524779296","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360682655084848,"gmtCreate":1729098704120,"gmtModify":1729098706396,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"地产股还是以博弈政策为主。有投资机会的比较少吧:1.贝壳(收佣金,看二手房成交量)。2.经营稳健的开发商,龙湖等。","listText":"地产股还是以博弈政策为主。有投资机会的比较少吧:1.贝壳(收佣金,看二手房成交量)。2.经营稳健的开发商,龙湖等。","text":"地产股还是以博弈政策为主。有投资机会的比较少吧:1.贝壳(收佣金,看二手房成交量)。2.经营稳健的开发商,龙湖等。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360682655084848","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360635968942376,"gmtCreate":1729071243275,"gmtModify":1729073906866,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a 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继续卖出看涨期权~","images":[{"img":"https://static.tigerbbs.com/a99f3a7c8239255278af1374681d1da5","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360635968942376","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360638169940112,"gmtCreate":1729064722958,"gmtModify":1729066868840,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SMC.HK 20241030 33.00 CALL\">$SMC.HK 20241030 33.00 CALL$</a> 平仓,全换到卖出融创看涨期权上去。","listText":"<a href=\"https://laohu8.com/OPT/SMC.HK 20241030 33.00 CALL\">$SMC.HK 20241030 33.00 CALL$</a> 平仓,全换到卖出融创看涨期权上去。","text":"$SMC.HK 20241030 33.00 CALL$ 平仓,全换到卖出融创看涨期权上去。","images":[{"img":"https://static.tigerbbs.com/f48fddc1fddc670c6c3006248b31391a","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360638169940112","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360636769784064,"gmtCreate":1729064438763,"gmtModify":1729066785373,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SUN.HK 20241030 3.00 CALL\">$SUN.HK 20241030 3.00 CALL$</a> 继续卖出…","listText":"<a href=\"https://laohu8.com/OPT/SUN.HK 20241030 3.00 CALL\">$SUN.HK 20241030 3.00 CALL$</a> 继续卖出…","text":"$SUN.HK 20241030 3.00 CALL$ 继续卖出…","images":[{"img":"https://static.tigerbbs.com/f23208dd9d0268d77983d211cc59ac67","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360636769784064","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360611000156392,"gmtCreate":1729058258391,"gmtModify":1729058259811,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 长期第一,应该是不可能的事情,护城河比苹果微软还是弱一些。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 长期第一,应该是不可能的事情,护城河比苹果微软还是弱一些。","text":"$英伟达(NVDA)$ 长期第一,应该是不可能的事情,护城河比苹果微软还是弱一些。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360611000156392","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360555760546048,"gmtCreate":1729044661117,"gmtModify":1729045995253,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"今天市场给机会,卖出看涨期权,继续对冲。","listText":"今天市场给机会,卖出看涨期权,继续对冲。","text":"今天市场给机会,卖出看涨期权,继续对冲。","images":[{"img":"https://static.tigerbbs.com/f7b1934978154095b2d199105bf83261","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360555760546048","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":360315950231864,"gmtCreate":1729008267889,"gmtModify":1729008670770,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TLT 20241018 95.5 CALL\">$TLT 20241018 95.5 CALL$</a> 搏一搏,单车变摩托。债券也该反弹了吧?特朗普交易,既交易降息,大宗价格下跌也有利于降息。","listText":"<a href=\"https://laohu8.com/OPT/TLT 20241018 95.5 CALL\">$TLT 20241018 95.5 CALL$</a> 搏一搏,单车变摩托。债券也该反弹了吧?特朗普交易,既交易降息,大宗价格下跌也有利于降息。","text":"$TLT 20241018 95.5 CALL$ 搏一搏,单车变摩托。债券也该反弹了吧?特朗普交易,既交易降息,大宗价格下跌也有利于降息。","images":[{"img":"https://static.tigerbbs.com/e9d74223c7716770a15adb860ded0299","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360315950231864","isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360296134082600,"gmtCreate":1728981361994,"gmtModify":1728981363526,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 长期看会跌下来,也变成偏周期的个股。但现在景气度很高,即使看空也不能做空…","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 长期看会跌下来,也变成偏周期的个股。但现在景气度很高,即使看空也不能做空…","text":"$英伟达(NVDA)$ 长期看会跌下来,也变成偏周期的个股。但现在景气度很高,即使看空也不能做空…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360296134082600","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360173314613520,"gmtCreate":1728964619458,"gmtModify":1728968572629,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SMC.HK 20241030 27.00 CALL\">$SMC.HK 20241030 27.00 CALL$</a> 一点思考: 1.当下市场环境:对于周六的会议,外资比内资更悲观。观察互联网龙头公司这两天的走势,对冲基金应该是在没有看到刺激消费政策、经济基本面企稳等之后选择减仓,港股作为离岸市场,比a股受到的冲击更大。 2.市场风格:回归到中期增量资金的角度,etf和险资是为数不多的增量资金(短期a股场子热,散户和公募基金流入,但趋势存疑),etf会偏大票风格,险资偏红利风格。考虑到政策持续出台,成交量放大,主题概念题材也会轮番表现,但把握难度太大。 持仓方向:有基本面支撑、景气度稳定的大公司,偏红利风格的公司。 3.思考做空(对冲)的逻辑:找估值明显偏贵,短期市场关注度、成交量非常活跃的公司。一方面,估值长期向下提供了做空的确定性;另一方面,题材概念的轮动,使得个股会出现阶段性脉冲上涨,期权费也会上升。因此,通过卖出看涨期权的方式,获取权利金,是比较稳妥的选择(当然多头也得有标的,不能裸空)。 每上涨一定的百分比,加仓卖出看涨期权即可。","listText":"<a href=\"https://laohu8.com/OPT/SMC.HK 20241030 27.00 CALL\">$SMC.HK 20241030 27.00 CALL$</a> 一点思考: 1.当下市场环境:对于周六的会议,外资比内资更悲观。观察互联网龙头公司这两天的走势,对冲基金应该是在没有看到刺激消费政策、经济基本面企稳等之后选择减仓,港股作为离岸市场,比a股受到的冲击更大。 2.市场风格:回归到中期增量资金的角度,etf和险资是为数不多的增量资金(短期a股场子热,散户和公募基金流入,但趋势存疑),etf会偏大票风格,险资偏红利风格。考虑到政策持续出台,成交量放大,主题概念题材也会轮番表现,但把握难度太大。 持仓方向:有基本面支撑、景气度稳定的大公司,偏红利风格的公司。 3.思考做空(对冲)的逻辑:找估值明显偏贵,短期市场关注度、成交量非常活跃的公司。一方面,估值长期向下提供了做空的确定性;另一方面,题材概念的轮动,使得个股会出现阶段性脉冲上涨,期权费也会上升。因此,通过卖出看涨期权的方式,获取权利金,是比较稳妥的选择(当然多头也得有标的,不能裸空)。 每上涨一定的百分比,加仓卖出看涨期权即可。","text":"$SMC.HK 20241030 27.00 CALL$ 一点思考: 1.当下市场环境:对于周六的会议,外资比内资更悲观。观察互联网龙头公司这两天的走势,对冲基金应该是在没有看到刺激消费政策、经济基本面企稳等之后选择减仓,港股作为离岸市场,比a股受到的冲击更大。 2.市场风格:回归到中期增量资金的角度,etf和险资是为数不多的增量资金(短期a股场子热,散户和公募基金流入,但趋势存疑),etf会偏大票风格,险资偏红利风格。考虑到政策持续出台,成交量放大,主题概念题材也会轮番表现,但把握难度太大。 持仓方向:有基本面支撑、景气度稳定的大公司,偏红利风格的公司。 3.思考做空(对冲)的逻辑:找估值明显偏贵,短期市场关注度、成交量非常活跃的公司。一方面,估值长期向下提供了做空的确定性;另一方面,题材概念的轮动,使得个股会出现阶段性脉冲上涨,期权费也会上升。因此,通过卖出看涨期权的方式,获取权利金,是比较稳妥的选择(当然多头也得有标的,不能裸空)。 每上涨一定的百分比,加仓卖出看涨期权即可。","images":[{"img":"https://static.tigerbbs.com/2a57d392c467e17d28e2ea841ace6693","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/360173314613520","isVote":1,"tweetType":1,"viewCount":6481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360143162724600,"gmtCreate":1728957256591,"gmtModify":1728957519936,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"平仓美团的卖出看跌期权,看跌确定性更强的中芯和融创,15天的权利金大概是股价的10%,还是挺香的。 多头依然持有港股的潮玩、互联网公司,做个对冲。虽是对冲,希望两头都赚钱吧。","listText":"平仓美团的卖出看跌期权,看跌确定性更强的中芯和融创,15天的权利金大概是股价的10%,还是挺香的。 多头依然持有港股的潮玩、互联网公司,做个对冲。虽是对冲,希望两头都赚钱吧。","text":"平仓美团的卖出看跌期权,看跌确定性更强的中芯和融创,15天的权利金大概是股价的10%,还是挺香的。 多头依然持有港股的潮玩、互联网公司,做个对冲。虽是对冲,希望两头都赚钱吧。","images":[{"img":"https://static.tigerbbs.com/4ad9fe4e38f0ea48890314cb691322de","width":"981","height":"1637"},{"img":"https://static.tigerbbs.com/2ff8f1cf99cbdd70a332eb94fa87808e","width":"981","height":"1637"},{"img":"https://static.tigerbbs.com/5463dd0cfbf3dd701f63e3e7d98360c1","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/360143162724600","isVote":1,"tweetType":1,"viewCount":3370,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"content":"抱歉,多头漏了一个方向,资源品。目前多头是潮玩、铝铜、互联网,空头是中芯和融创。","text":"抱歉,多头漏了一个方向,资源品。目前多头是潮玩、铝铜、互联网,空头是中芯和融创。","html":"抱歉,多头漏了一个方向,资源品。目前多头是潮玩、铝铜、互联网,空头是中芯和融创。"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":360082337390888,"gmtCreate":1728942543448,"gmtModify":1728958789124,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"1.美股为主。投资美股初始胜率高,盈利概率大,这是港股中概a股不具备的优势。 2.资产配置。美股为主外,加上a股的红利低波、黄金、债券、非美市场(印度、东南亚、日本),长期胜率更高。 3.不要贪心。新手千万别上手就玩期权,看着每天都有翻倍的投资机会,其实根本把握不了(别问我是怎么知道的哈哈哈…)","listText":"1.美股为主。投资美股初始胜率高,盈利概率大,这是港股中概a股不具备的优势。 2.资产配置。美股为主外,加上a股的红利低波、黄金、债券、非美市场(印度、东南亚、日本),长期胜率更高。 3.不要贪心。新手千万别上手就玩期权,看着每天都有翻倍的投资机会,其实根本把握不了(别问我是怎么知道的哈哈哈…)","text":"1.美股为主。投资美股初始胜率高,盈利概率大,这是港股中概a股不具备的优势。 2.资产配置。美股为主外,加上a股的红利低波、黄金、债券、非美市场(印度、东南亚、日本),长期胜率更高。 3.不要贪心。新手千万别上手就玩期权,看着每天都有翻倍的投资机会,其实根本把握不了(别问我是怎么知道的哈哈哈…)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360082337390888","isVote":1,"tweetType":1,"viewCount":3331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359974164242568,"gmtCreate":1728915994320,"gmtModify":1728972419936,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"回顾这轮期权过山车之旅,还是有很多地方值得总结的: 1.对中概的贝塔不要抱有任何幻想。中概受到中国经济和政策、美联储流动性、中美关系三重影响,一有风吹草动,波动巨大,当主升浪走完之后,要迅速切回长期胜率高的美股,保住胜利果实(这次贪了一个星期导致了巨大的回撤)。主升浪是否走完可以参考港股互联网走势及政策边际变化情况。 2.选择期权,一定要关注期权的流动性。中概股的个股期权,买进去容易,退出来难,尤其是买方。如果卖出期权,做好期权到期准备,否则方向错误平仓的成本巨大。 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你买了啥"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359970882379800,"gmtCreate":1728915312547,"gmtModify":1728958225799,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/MSFT 20241018 420.0 PUT\">$MSFT 20241018 420.0 PUT$</a> 美股做个对冲,多微软、mate,空特斯拉。 想想中概最近的亏损,肉疼😣…","listText":"<a href=\"https://laohu8.com/OPT/MSFT 20241018 420.0 PUT\">$MSFT 20241018 420.0 PUT$</a> 美股做个对冲,多微软、mate,空特斯拉。 想想中概最近的亏损,肉疼😣…","text":"$MSFT 20241018 420.0 PUT$ 美股做个对冲,多微软、mate,空特斯拉。 想想中概最近的亏损,肉疼😣…","images":[{"img":"https://static.tigerbbs.com/86e0ef9347b7f5c96198ec477b107071","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/359970882379800","isVote":1,"tweetType":1,"viewCount":3843,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"杰西利弗莫尔1亿目标","avatar":"https://static.tigerbbs.com/088532eac890f961cd0f3578b19e001f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"content":"你这时间太少了吧,感觉好危险","text":"你这时间太少了吧,感觉好危险","html":"你这时间太少了吧,感觉好危险"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359971129741560,"gmtCreate":1728915256351,"gmtModify":1728915398621,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/OPT/MSFT 20241018 420.0 PUT\">$MSFT 20241018 420.0 PUT$</a> 美股做个对冲,卖出微软、mate看跌期权,卖出特斯拉看涨期权。","listText":"<a href=\"https://laohu8.com/OPT/MSFT 20241018 420.0 PUT\">$MSFT 20241018 420.0 PUT$</a> 美股做个对冲,卖出微软、mate看跌期权,卖出特斯拉看涨期权。","text":"$MSFT 20241018 420.0 PUT$ 美股做个对冲,卖出微软、mate看跌期权,卖出特斯拉看涨期权。","images":[{"img":"https://static.tigerbbs.com/de35670900980b3e02e542beb0ceaa43","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/359927063904560","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"杰西利弗莫尔1亿目标","avatar":"https://static.tigerbbs.com/088532eac890f961cd0f3578b19e001f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"content":"Sell put 保证金好多","text":"Sell put 保证金好多","html":"Sell put 保证金好多"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359969580429608,"gmtCreate":1728915014892,"gmtModify":1728957922193,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188000553069702","authorIdStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/PDD 20241018 143.0 PUT\">$PDD 20241018 143.0 PUT$</a> 拼多多卖出看跌期权止损出局,中概主升浪大概率走完,重心要回到美股了。","listText":"<a href=\"https://laohu8.com/OPT/PDD 20241018 143.0 PUT\">$PDD 20241018 143.0 PUT$</a> 拼多多卖出看跌期权止损出局,中概主升浪大概率走完,重心要回到美股了。","text":"$PDD 20241018 143.0 PUT$ 拼多多卖出看跌期权止损出局,中概主升浪大概率走完,重心要回到美股了。","images":[{"img":"https://static.tigerbbs.com/271156ff9595f4175b6d25f3e9809691","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/359969580429608","isVote":1,"tweetType":1,"viewCount":5056,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518883278973010","authorId":"3518883278973010","name":"alteppa","avatar":"https://static.tigerbbs.com/a41746c6c3a258c8834295d28bb27164","crmLevel":1,"crmLevelSwitch":0,"idStr":"3518883278973010","authorIdStr":"3518883278973010"},"content":"这......倒在大跌前","text":"这......倒在大跌前","html":"这......倒在大跌前"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":360904093688048,"gmtCreate":1729136580015,"gmtModify":1729143423896,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4188000553069702","idStr":"4188000553069702"},"themes":[],"htmlText":"当机会来临的时候,不要用针顶,而要用盆接。 思考:1.千万不要做空美股,胜率太低。2.可以做空港股高估值、没有基本面支撑个股,胜率比较高。3.不要裸空,多头的比例一定要高于空头,不然心态会受到影响。4.卖出期权,时间尽可能拉长。","listText":"当机会来临的时候,不要用针顶,而要用盆接。 思考:1.千万不要做空美股,胜率太低。2.可以做空港股高估值、没有基本面支撑个股,胜率比较高。3.不要裸空,多头的比例一定要高于空头,不然心态会受到影响。4.卖出期权,时间尽可能拉长。","text":"当机会来临的时候,不要用针顶,而要用盆接。 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call"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":359974164242568,"gmtCreate":1728915994320,"gmtModify":1728972419936,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4188000553069702","idStr":"4188000553069702"},"themes":[],"htmlText":"回顾这轮期权过山车之旅,还是有很多地方值得总结的: 1.对中概的贝塔不要抱有任何幻想。中概受到中国经济和政策、美联储流动性、中美关系三重影响,一有风吹草动,波动巨大,当主升浪走完之后,要迅速切回长期胜率高的美股,保住胜利果实(这次贪了一个星期导致了巨大的回撤)。主升浪是否走完可以参考港股互联网走势及政策边际变化情况。 2.选择期权,一定要关注期权的流动性。中概股的个股期权,买进去容易,退出来难,尤其是买方。如果卖出期权,做好期权到期准备,否则方向错误平仓的成本巨大。 3.方向看不清楚的情况下,慎重做期权买方,方向错误就将万劫不复。","listText":"回顾这轮期权过山车之旅,还是有很多地方值得总结的: 1.对中概的贝塔不要抱有任何幻想。中概受到中国经济和政策、美联储流动性、中美关系三重影响,一有风吹草动,波动巨大,当主升浪走完之后,要迅速切回长期胜率高的美股,保住胜利果实(这次贪了一个星期导致了巨大的回撤)。主升浪是否走完可以参考港股互联网走势及政策边际变化情况。 2.选择期权,一定要关注期权的流动性。中概股的个股期权,买进去容易,退出来难,尤其是买方。如果卖出期权,做好期权到期准备,否则方向错误平仓的成本巨大。 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你买了啥"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359927063904560,"gmtCreate":1728915239379,"gmtModify":1728915398643,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4188000553069702","idStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/MSFT 20241018 420.0 PUT\">$MSFT 20241018 420.0 PUT$</a> 美股做个对冲,卖出微软、mate看跌期权,卖出特斯拉看涨期权。","listText":"<a href=\"https://laohu8.com/OPT/MSFT 20241018 420.0 PUT\">$MSFT 20241018 420.0 PUT$</a> 美股做个对冲,卖出微软、mate看跌期权,卖出特斯拉看涨期权。","text":"$MSFT 20241018 420.0 PUT$ 美股做个对冲,卖出微软、mate看跌期权,卖出特斯拉看涨期权。","images":[{"img":"https://static.tigerbbs.com/de35670900980b3e02e542beb0ceaa43","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/359927063904560","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"杰西利弗莫尔1亿目标","avatar":"https://static.tigerbbs.com/088532eac890f961cd0f3578b19e001f","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"content":"Sell put 保证金好多","text":"Sell put 保证金好多","html":"Sell put 保证金好多"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359413939961872,"gmtCreate":1728788025749,"gmtModify":1728958249955,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4188000553069702","idStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SMC.HK 20241030 33.00 CALL\">$SMC.HK 20241030 33.00 CALL$</a> 10.7当时有三个想法:1.空港股的中芯。估值实在贵的离谱,a股中芯又连续涨了3个20%,短线过度透支。2.空港股的融创。对于一家底部涨5倍的破产地产公司,空是送钱的机会。3.空港股的招商证券,港股在10.7估值比a股还贵。最后因为招证没有期权而放弃。","listText":"<a href=\"https://laohu8.com/OPT/SMC.HK 20241030 33.00 CALL\">$SMC.HK 20241030 33.00 CALL$</a> 10.7当时有三个想法:1.空港股的中芯。估值实在贵的离谱,a股中芯又连续涨了3个20%,短线过度透支。2.空港股的融创。对于一家底部涨5倍的破产地产公司,空是送钱的机会。3.空港股的招商证券,港股在10.7估值比a股还贵。最后因为招证没有期权而放弃。","text":"$SMC.HK 20241030 33.00 CALL$ 10.7当时有三个想法:1.空港股的中芯。估值实在贵的离谱,a股中芯又连续涨了3个20%,短线过度透支。2.空港股的融创。对于一家底部涨5倍的破产地产公司,空是送钱的机会。3.空港股的招商证券,港股在10.7估值比a股还贵。最后因为招证没有期权而放弃。","images":[{"img":"https://static.tigerbbs.com/7dde290580a739706767b588cb410fc0","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/359413939961872","isVote":1,"tweetType":1,"viewCount":4382,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561599612759488","authorId":"3561599612759488","name":"跟着有肉吃","avatar":"https://static.tigerbbs.com/ea93e31400ba01a0fd79b574eb5cfec6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561599612759488","idStr":"3561599612759488"},"content":"所以都错过了","text":"所以都错过了","html":"所以都错过了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359970882379800,"gmtCreate":1728915312547,"gmtModify":1728958225799,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4188000553069702","idStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/MSFT 20241018 420.0 PUT\">$MSFT 20241018 420.0 PUT$</a> 美股做个对冲,多微软、mate,空特斯拉。 想想中概最近的亏损,肉疼😣…","listText":"<a href=\"https://laohu8.com/OPT/MSFT 20241018 420.0 PUT\">$MSFT 20241018 420.0 PUT$</a> 美股做个对冲,多微软、mate,空特斯拉。 想想中概最近的亏损,肉疼😣…","text":"$MSFT 20241018 420.0 PUT$ 美股做个对冲,多微软、mate,空特斯拉。 想想中概最近的亏损,肉疼😣…","images":[{"img":"https://static.tigerbbs.com/86e0ef9347b7f5c96198ec477b107071","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/359970882379800","isVote":1,"tweetType":1,"viewCount":3843,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"杰西利弗莫尔1亿目标","avatar":"https://static.tigerbbs.com/088532eac890f961cd0f3578b19e001f","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"content":"你这时间太少了吧,感觉好危险","text":"你这时间太少了吧,感觉好危险","html":"你这时间太少了吧,感觉好危险"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359969580429608,"gmtCreate":1728915014892,"gmtModify":1728957922193,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4188000553069702","idStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/PDD 20241018 143.0 PUT\">$PDD 20241018 143.0 PUT$</a> 拼多多卖出看跌期权止损出局,中概主升浪大概率走完,重心要回到美股了。","listText":"<a href=\"https://laohu8.com/OPT/PDD 20241018 143.0 PUT\">$PDD 20241018 143.0 PUT$</a> 拼多多卖出看跌期权止损出局,中概主升浪大概率走完,重心要回到美股了。","text":"$PDD 20241018 143.0 PUT$ 拼多多卖出看跌期权止损出局,中概主升浪大概率走完,重心要回到美股了。","images":[{"img":"https://static.tigerbbs.com/271156ff9595f4175b6d25f3e9809691","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/359969580429608","isVote":1,"tweetType":1,"viewCount":5056,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518883278973010","authorId":"3518883278973010","name":"alteppa","avatar":"https://static.tigerbbs.com/a41746c6c3a258c8834295d28bb27164","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3518883278973010","idStr":"3518883278973010"},"content":"这......倒在大跌前","text":"这......倒在大跌前","html":"这......倒在大跌前"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360173314613520,"gmtCreate":1728964619458,"gmtModify":1728968572629,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4188000553069702","idStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SMC.HK 20241030 27.00 CALL\">$SMC.HK 20241030 27.00 CALL$</a> 一点思考: 1.当下市场环境:对于周六的会议,外资比内资更悲观。观察互联网龙头公司这两天的走势,对冲基金应该是在没有看到刺激消费政策、经济基本面企稳等之后选择减仓,港股作为离岸市场,比a股受到的冲击更大。 2.市场风格:回归到中期增量资金的角度,etf和险资是为数不多的增量资金(短期a股场子热,散户和公募基金流入,但趋势存疑),etf会偏大票风格,险资偏红利风格。考虑到政策持续出台,成交量放大,主题概念题材也会轮番表现,但把握难度太大。 持仓方向:有基本面支撑、景气度稳定的大公司,偏红利风格的公司。 3.思考做空(对冲)的逻辑:找估值明显偏贵,短期市场关注度、成交量非常活跃的公司。一方面,估值长期向下提供了做空的确定性;另一方面,题材概念的轮动,使得个股会出现阶段性脉冲上涨,期权费也会上升。因此,通过卖出看涨期权的方式,获取权利金,是比较稳妥的选择(当然多头也得有标的,不能裸空)。 每上涨一定的百分比,加仓卖出看涨期权即可。","listText":"<a href=\"https://laohu8.com/OPT/SMC.HK 20241030 27.00 CALL\">$SMC.HK 20241030 27.00 CALL$</a> 一点思考: 1.当下市场环境:对于周六的会议,外资比内资更悲观。观察互联网龙头公司这两天的走势,对冲基金应该是在没有看到刺激消费政策、经济基本面企稳等之后选择减仓,港股作为离岸市场,比a股受到的冲击更大。 2.市场风格:回归到中期增量资金的角度,etf和险资是为数不多的增量资金(短期a股场子热,散户和公募基金流入,但趋势存疑),etf会偏大票风格,险资偏红利风格。考虑到政策持续出台,成交量放大,主题概念题材也会轮番表现,但把握难度太大。 持仓方向:有基本面支撑、景气度稳定的大公司,偏红利风格的公司。 3.思考做空(对冲)的逻辑:找估值明显偏贵,短期市场关注度、成交量非常活跃的公司。一方面,估值长期向下提供了做空的确定性;另一方面,题材概念的轮动,使得个股会出现阶段性脉冲上涨,期权费也会上升。因此,通过卖出看涨期权的方式,获取权利金,是比较稳妥的选择(当然多头也得有标的,不能裸空)。 每上涨一定的百分比,加仓卖出看涨期权即可。","text":"$SMC.HK 20241030 27.00 CALL$ 一点思考: 1.当下市场环境:对于周六的会议,外资比内资更悲观。观察互联网龙头公司这两天的走势,对冲基金应该是在没有看到刺激消费政策、经济基本面企稳等之后选择减仓,港股作为离岸市场,比a股受到的冲击更大。 2.市场风格:回归到中期增量资金的角度,etf和险资是为数不多的增量资金(短期a股场子热,散户和公募基金流入,但趋势存疑),etf会偏大票风格,险资偏红利风格。考虑到政策持续出台,成交量放大,主题概念题材也会轮番表现,但把握难度太大。 持仓方向:有基本面支撑、景气度稳定的大公司,偏红利风格的公司。 3.思考做空(对冲)的逻辑:找估值明显偏贵,短期市场关注度、成交量非常活跃的公司。一方面,估值长期向下提供了做空的确定性;另一方面,题材概念的轮动,使得个股会出现阶段性脉冲上涨,期权费也会上升。因此,通过卖出看涨期权的方式,获取权利金,是比较稳妥的选择(当然多头也得有标的,不能裸空)。 每上涨一定的百分比,加仓卖出看涨期权即可。","images":[{"img":"https://static.tigerbbs.com/2a57d392c467e17d28e2ea841ace6693","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/360173314613520","isVote":1,"tweetType":1,"viewCount":6481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":359757747261456,"gmtCreate":1728871963078,"gmtModify":1728872463031,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4188000553069702","idStr":"4188000553069702"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SUN.HK 20241030 3.00 CALL\">$SUN.HK 20241030 3.00 CALL$</a> 继续看空地产开发商。","listText":"<a href=\"https://laohu8.com/OPT/SUN.HK 20241030 3.00 CALL\">$SUN.HK 20241030 3.00 CALL$</a> 继续看空地产开发商。","text":"$SUN.HK 20241030 3.00 CALL$ 继续看空地产开发商。","images":[{"img":"https://static.tigerbbs.com/675bfd04ae2afeb0063df9148c569b55","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/359757747261456","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161764997070632","authorId":"4161764997070632","name":"俺赚够3000万就收手","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4161764997070632","idStr":"4161764997070632"},"content":"为什么展示这只股票无法卖空呀","text":"为什么展示这只股票无法卖空呀","html":"为什么展示这只股票无法卖空呀"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360143162724600,"gmtCreate":1728957256591,"gmtModify":1728957519936,"author":{"id":"4188000553069702","authorId":"4188000553069702","name":"飞飞618","avatar":"https://static.tigerbbs.com/53765af928600e917b62ccf7c5802c50","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4188000553069702","idStr":"4188000553069702"},"themes":[],"htmlText":"平仓美团的卖出看跌期权,看跌确定性更强的中芯和融创,15天的权利金大概是股价的10%,还是挺香的。 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