盘后特朗普又放小作文_老虎社区_美港股上老虎 - 老虎社区

盘后特朗普又放小作文了。还能向班长帖子里说的那样嘛？

@期权小班长：川普：来都来了

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data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a></p>\n<p>铁底170，周三有个sell put大单 <a data-mention-id=\"NVDA 20260410 170.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260410%20170.0%20PUT\">$NVDA 20260410 170.0 PUT$</a> 开仓了2.7万手，意思是不管中间波动如何4月10日股价依然会到170。</p>\n<p>但考虑到不排除还有一跌，也可以再等等。</p>\n<p>顺带一提，如果Q2财报因为资本支出问题暴跌，对于半导体会是不错的抄底机会。我觉得今年跟2000年互联网泡沫完全不同，AI迭代发展非常迅速，从模型到智能体，泛用性越来越好，基建有多少用多少。</p>\n<p>当然资本市场以及很多机构是不认可这一想法的，2000年的泡沫实在是令人印象深刻。因为有一个很重要的问题被忽略了，就是电子消费设备的普及和成熟的网络支付体系。一旦出现牛逼的商业模式，会自带流量宣传，发行成本为0，全球用户会立马跟进体验，就比如openclaw。</p>\n<p>当然openclaw并不是这个版本答案，但也可以让我们一窥这种模式会发生什么，进而想象市场态度的无缝转换。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09b6c07f013b0ca1d2b59c669dd3b483\" tg-width=\"1042\" tg-height=\"1122\"></p>\n<p><a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a></p>\n<p>要么跌到300，要么等 <a data-mention-id=\"MU 20260424 420.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020260424%20420.0%20PUT\">$MU 20260424 420.0 PUT$</a> <a data-mention-id=\"MU 20260918 400.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020260918%20400.0%20PUT\">$MU 20260918 400.0 PUT$</a> 着两个空单平仓，尤其是4月24日到期的420put。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a28727c971105a63aab5fe4d409e9036\" tg-width=\"1040\" tg-height=\"1054\"></p>\n<p><a data-mention-id=\"QQQ\" class=\"teditor-mention\" data-mention-name=\"纳指100ETF\" href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a></p>\n<p>开仓了2.44万手买入看涨大单645call<a data-mention-id=\"QQQ 20260618 645.0 CALL\" class=\"teditor-mention\" data-mention-name=\"QQQ\" href=\"https://laohu8.com/OPT/QQQ%2020260618%20645.0%20CALL\">$QQQ 20260618 645.0 CALL$</a> ，成交额约1300多万。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f23678362b33bfd2bd3c0bf8a1901f5\" tg-width=\"1036\" tg-height=\"1152\"></p>\n<p><a data-mention-id=\"SPY\" class=\"teditor-mention\" data-mention-name=\"标普500ETF\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a></p>\n<p>spy开仓非常务实，没有浮夸的看涨大单。看跌开仓多为640～650区间。不过考虑周末容易发生事故，周五资本很容易出逃导致股价跌到60周均线630。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/032e64d385081efa005b55e3426f8c13\" tg-width=\"1036\" tg-height=\"1120\"></p>\n<p><a data-mention-id=\"USO\" class=\"teditor-mention\" data-mention-name=\"美国原油ETF\" href=\"https://laohu8.com/S/USO\">$美国原油ETF(USO)$</a></p>\n<p>80～90的看跌开仓变多，预计4月份原油会回调。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91331211dcea6e264d779b9a01bdf8e3\" tg-width=\"1040\" tg-height=\"994\"></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><p>周四开盘川普谈论股市说以为会跌的更厉害，然后大盘立刻开始大滑坡试探前低。</p>\n<p>我觉得这句话的意思是他想买的股票跌的不够多，那么猜一下是什么股票呢？我直觉是美光。没什么证据，莫名感觉就是。</p>\n<p>所以估计等美光跌到300，应该也就差不多可以正式抄底了。不用怀疑存储需求出问题，只是总统没上车。</p>\n<p>原本周三开仓了很多期权多单，目前来看都变成了左侧入场。</p>\n<p><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a></p>\n<p>铁底170，周三有个sell put大单 <a data-mention-id=\"NVDA 20260410 170.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260410%20170.0%20PUT\">$NVDA 20260410 170.0 PUT$</a> 开仓了2.7万手，意思是不管中间波动如何4月10日股价依然会到170。</p>\n<p>但考虑到不排除还有一跌，也可以再等等。</p>\n<p>顺带一提，如果Q2财报因为资本支出问题暴跌，对于半导体会是不错的抄底机会。我觉得今年跟2000年互联网泡沫完全不同，AI迭代发展非常迅速，从模型到智能体，泛用性越来越好，基建有多少用多少。</p>\n<p>当然资本市场以及很多机构是不认可这一想法的，2000年的泡沫实在是令人印象深刻。因为有一个很重要的问题被忽略了，就是电子消费设备的普及和成熟的网络支付体系。一旦出现牛逼的商业模式，会自带流量宣传，发行成本为0，全球用户会立马跟进体验，就比如openclaw。</p>\n<p>当然openclaw并不是这个版本答案，但也可以让我们一窥这种模式会发生什么，进而想象市场态度的无缝转换。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09b6c07f013b0ca1d2b59c669dd3b483\" tg-width=\"1042\" tg-height=\"1122\"></p>\n<p><a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a></p>\n<p>要么跌到300，要么等 <a data-mention-id=\"MU 20260424 420.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020260424%20420.0%20PUT\">$MU 20260424 420.0 PUT$</a> <a data-mention-id=\"MU 20260918 400.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020260918%20400.0%20PUT\">$MU 20260918 400.0 PUT$</a> 着两个空单平仓，尤其是4月24日到期的420put。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a28727c971105a63aab5fe4d409e9036\" tg-width=\"1040\" tg-height=\"1054\"></p>\n<p><a data-mention-id=\"QQQ\" class=\"teditor-mention\" data-mention-name=\"纳指100ETF\" href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a></p>\n<p>开仓了2.44万手买入看涨大单645call<a data-mention-id=\"QQQ 20260618 645.0 CALL\" class=\"teditor-mention\" data-mention-name=\"QQQ\" href=\"https://laohu8.com/OPT/QQQ%2020260618%20645.0%20CALL\">$QQQ 20260618 645.0 CALL$</a> ，成交额约1300多万。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f23678362b33bfd2bd3c0bf8a1901f5\" tg-width=\"1036\" tg-height=\"1152\"></p>\n<p><a data-mention-id=\"SPY\" class=\"teditor-mention\" data-mention-name=\"标普500ETF\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a></p>\n<p>spy开仓非常务实，没有浮夸的看涨大单。看跌开仓多为640～650区间。不过考虑周末容易发生事故，周五资本很容易出逃导致股价跌到60周均线630。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/032e64d385081efa005b55e3426f8c13\" tg-width=\"1036\" tg-height=\"1120\"></p>\n<p><a data-mention-id=\"USO\" class=\"teditor-mention\" data-mention-name=\"美国原油ETF\" href=\"https://laohu8.com/S/USO\">$美国原油ETF(USO)$</a></p>\n<p>80～90的看跌开仓变多，预计4月份原油会回调。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91331211dcea6e264d779b9a01bdf8e3\" tg-width=\"1040\" tg-height=\"994\"></p>\n<p></p></body></html>","text":"周四开盘川普谈论股市说以为会跌的更厉害，然后大盘立刻开始大滑坡试探前低。 我觉得这句话的意思是他想买的股票跌的不够多，那么猜一下是什么股票呢？我直觉是美光。没什么证据，莫名感觉就是。 所以估计等美光跌到300，应该也就差不多可以正式抄底了。不用怀疑存储需求出问题，只是总统没上车。 原本周三开仓了很多期权多单，目前来看都变成了左侧入场。 $英伟达(NVDA)$ 铁底170，周三有个sell put大单 $NVDA 20260410 170.0 PUT$ 开仓了2.7万手，意思是不管中间波动如何4月10日股价依然会到170。 但考虑到不排除还有一跌，也可以再等等。 顺带一提，如果Q2财报因为资本支出问题暴跌，对于半导体会是不错的抄底机会。我觉得今年跟2000年互联网泡沫完全不同，AI迭代发展非常迅速，从模型到智能体，泛用性越来越好，基建有多少用多少。 当然资本市场以及很多机构是不认可这一想法的，2000年的泡沫实在是令人印象深刻。因为有一个很重要的问题被忽略了，就是电子消费设备的普及和成熟的网络支付体系。一旦出现牛逼的商业模式，会自带流量宣传，发行成本为0，全球用户会立马跟进体验，就比如openclaw。 当然openclaw并不是这个版本答案，但也可以让我们一窥这种模式会发生什么，进而想象市场态度的无缝转换。 $美光科技(MU)$ 要么跌到300，要么等 $MU 20260424 420.0 PUT$ $MU 20260918 400.0 PUT$ 着两个空单平仓，尤其是4月24日到期的420put。 $纳指100ETF(QQQ)$ 开仓了2.44万手买入看涨大单645call$QQQ 20260618 645.0 CALL$ ，成交额约1300多万。 $标普500ETF(SPY)$ spy开仓非常务实，没有浮夸的看涨大单。看跌开仓多为640～650区间。不过考虑周末容易发生事故，周五资本很容易出逃导致股价跌到60周均线630。 $美国原油ETF(USO)$ 80～90的看跌开仓变多，预计4月份原油会回调。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/546938154811584","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","QQQ","USO","MU","SPY","QQQ 20260618 645.0 CALL","MU 20260918 400.0 PUT","NVDA 20260410 170.0 PUT","MU 20260424 420.0 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