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克里斯自由
克里斯自由
·
9分钟前
$见知教育(JZ)$
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编组 21备份 2
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Fantasiay
Fantasiay
·
19分钟前
$特斯拉(TSLA)$
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1
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致富的代码
致富的代码
·
33分钟前
$苹果 VERTICAL 241129 PUT 220.0/PUT 230.0$
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1
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编组 21备份 2
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2602381a
2602381a
·
13:50
$JPMorgan Equity Premium Income ETF(JEPI)$
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7
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LJ888888
LJ888888
·
13:46
$MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM(EVS.SI)$
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8
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1
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财神让我暴富吧
财神让我暴富吧
·
13:32
$SMC.HK 20241230 22.00 PUT$
卖出put赚1100生活费
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2
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笑的天使
笑的天使
·
13:24
$中芯国际(00981)$
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10
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Robinhan
Robinhan
·
13:21
$C3.ai, Inc.(AI)$
长期看好啊
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282
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minamoto
minamoto
·
13:20
$美国超微公司(AMD)$
加油 给力点啊 终于绿了[流泪]
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1
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Eamon_888888
Eamon_888888
·
13:15
$龙蟠科技(02465)$
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14
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孤山寺北20170731
孤山寺北20170731
·
13:11
$意法半导体(STM)$
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7
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evasuka
evasuka
·
12:38
$标普中型股400指数ETF-SPDR(MDY)$
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TIMH
TIMH
·
12:31
$亿航智能(EH)$
目前价格下行有限
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1
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巴韭隆
巴韭隆
·
12:10
$超微电脑(SMCI)$
玩几百块的[捂脸]
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13
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波波6568
波波6568
·
12:04
$苹果(AAPL)$
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51
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Sailing_2596
Sailing_2596
·
11:16
$龙蟠科技(02465)$
终于给我守上来了。。
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16
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美股执牛耳
美股执牛耳
·
11:02
$美国超微公司(AMD)$
在GPU行业下面,英伟达保持着绝对的领先,但是随着芯片制程的见顶,会让AMD有足够的时间去和英伟达竞争服务器市场,尤其是现在亚马逊云上面amd的gpu表现不错。同时,AMD有可能和Intel联手,减少cpu方面的竞争,更多的精力放在GPU。现在这个位置的AMD极具性价比,圣诞前至少看到160块左右。
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811
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4
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1
编组 21备份 2
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流氓狗
流氓狗
·
11:02
$西方石油(OXY)$
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37
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翻三十倍AHT的涂泥私房
翻三十倍AHT的涂泥私房
·
10:59
$CONY 20250117 12.0 PUT$
不容易
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624
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风华几度
风华几度
·
10:45
$美团-W(03690)$
做了对冲策略,跌破支撑位没办法了,先跑了,至于财报如何不关心了,因为好与不好都跌[叹气]
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621
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1
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克里斯自由
克里斯自由
·
9分钟前
$见知教育(JZ)$
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Fantasiay
Fantasiay
·
19分钟前
$特斯拉(TSLA)$
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1
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致富的代码
致富的代码
·
33分钟前
$苹果 VERTICAL 241129 PUT 220.0/PUT 230.0$
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1
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LJ888888
LJ888888
·
13:46
$MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM(EVS.SI)$
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8
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1
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2602381a
2602381a
·
13:50
$JPMorgan Equity Premium Income ETF(JEPI)$
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7
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财神让我暴富吧
财神让我暴富吧
·
13:32
$SMC.HK 20241230 22.00 PUT$
卖出put赚1100生活费
看
2
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编组 21备份 2
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minamoto
minamoto
·
13:20
$美国超微公司(AMD)$
加油 给力点啊 终于绿了[流泪]
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1
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Robinhan
Robinhan
·
13:21
$C3.ai, Inc.(AI)$
长期看好啊
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282
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编组 21备份 2
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笑的天使
笑的天使
·
13:24
$中芯国际(00981)$
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10
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编组 21备份 2
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美股执牛耳
美股执牛耳
·
11:02
$美国超微公司(AMD)$
在GPU行业下面,英伟达保持着绝对的领先,但是随着芯片制程的见顶,会让AMD有足够的时间去和英伟达竞争服务器市场,尤其是现在亚马逊云上面amd的gpu表现不错。同时,AMD有可能和Intel联手,减少cpu方面的竞争,更多的精力放在GPU。现在这个位置的AMD极具性价比,圣诞前至少看到160块左右。
看
811
回复
4
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1
编组 21备份 2
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Eamon_888888
Eamon_888888
·
13:15
$龙蟠科技(02465)$
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14
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编组 21备份 2
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孤山寺北20170731
孤山寺北20170731
·
13:11
$意法半导体(STM)$
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7
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编组 21备份 2
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evasuka
evasuka
·
12:38
$标普中型股400指数ETF-SPDR(MDY)$
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1
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TIMH
TIMH
·
12:31
$亿航智能(EH)$
目前价格下行有限
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1
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编组 21备份 2
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巴韭隆
巴韭隆
·
12:10
$超微电脑(SMCI)$
玩几百块的[捂脸]
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13
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编组 21备份 2
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波波6568
波波6568
·
12:04
$苹果(AAPL)$
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51
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编组 21备份 2
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风华几度
风华几度
·
10:45
$美团-W(03690)$
做了对冲策略,跌破支撑位没办法了,先跑了,至于财报如何不关心了,因为好与不好都跌[叹气]
看
621
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1
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2
编组 21备份 2
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Sailing_2596
Sailing_2596
·
11:16
$龙蟠科技(02465)$
终于给我守上来了。。
看
16
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点赞
编组 21备份 2
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翻三十倍AHT的涂泥私房
翻三十倍AHT的涂泥私房
·
10:59
$CONY 20250117 12.0 PUT$
不容易
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624
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编组 21备份 2
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Yonny
Yonny
·
11-24 22:25
微策略暴跌后,后续的操作思考
11月24周日,本周美股收官。 ———————————— 目前持仓情况(以delta敞口计算) 美债黄金: 14% 大科技:62% Crypto:7% CN资产:14.5% 小盘成长:3% (整体杠杆率:82%) ———————————— 上周刚接受了
@小虎访谈
的采访, 这两天,
$MicroStrategy Incorporated(MSTR)$
就因为被香橼做空而与大饼趋势产生了背离,逆向大跌。。这里分享一下相应的想法。 1️⃣ 我虽然猜到了近期的顶部降至(做了scs),但也低估了砸盘的力量(下方做了sps)…于是上周产生了一些利润回吐。由于iv太过肥美,我卖得太多了…所以幅度还不小。 3️⃣ 其实周五的盘后收盘价它是完全站外我双卖区间内的,只是因为周四那天我没能承受住波动,提前止损平仓了…所以我又更新了期权卖方的原则(此前的原则见下图): 如果你做的是卖方组合,一定要计算最大损失,并确认它是否在你可承受的范围内,最好用手写出来! 并且开完仓后,无特殊情况就尽量不要再拆腿了——因为券商本身可能已经会错配你的组合(比如把你的某条单腿sell put跟另外的一条腿的buy put搭配在一起) ,让你无法快速识别你原来构建的组合。这时如果你自己再想根据情况去临时拆腿,可能会导致组合更加混乱,是很容易忙中出错的。 4️⃣在后续🫓的看法上,我上周过后的币股整体就持有 MARA Holdings (MARA.US)
$Marathon Digital Holdings Inc(MARA)$
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微策略暴跌后,后续的操作思考
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