Replying t_老虎社区_美港股上老虎

2025-07-18

Replying to @Ryan_Z0528:对，做空波动率确实可以长期做。只怕黑天鹅，其他什么都不怕//@Ryan_Z0528:我发现的第一个规律就是【“做空波动率” or “长期 short VIX"】，其实很多量化对冲基金的底层策略都是做空波动率，赌波动率会均值回归。这个策略我们是可以做到年化20%的回报

大科技轮涨！3T市值以下的，你更看好谁？

昨日谷歌利好大涨，苹果跟涨，今天亚马逊&Meta，博通绩后大涨……美股大科技巨头轮涨，除了英伟达、特斯拉这类市值巨大的动能股，现在低于三万亿市值的科技股，你会更看好哪一只？

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