朋友的朋友买了末日期_老虎社区_美港股上老虎 - 老虎社区

朋友的朋友买了末日期权看涨Call，赚了20000倍，财富自由了

@Shyon：我会选“价格已经跑过头，但基本面重估方向是对的”。 $Moderna, Inc.(MRNA)$ 这次三期成功确实是非常重大的平台级催化剂，尤其是 mRNA 技术首次在肿瘤治疗的三期试验中同时达到关键终点，理论上应该显著提高市场对其癌症管线商业化价值的定价。但一天上涨近 177%，已经不是单纯反映一次临床成功，而是同时叠加了未来现金流重估 + mRNA 平台溢价 + 空头回补 + FOMO。 23 家卖方目标价还停在 78.78 美元，我不会简单理解为“分析师错了”，因为目标价本身存在明显滞后，临床结果刚公布，模型需要重新加入成功概率、适应症规模、商业化时间以及 Keytruda 联合治疗的潜在价值。真正值得警惕的是，股价已经远远跑在卖方模型前面。所以我更倾向于：基本面发生了质变，但短线价格可能已经过度反应。后面如果没有更多关于总体生存期、监管审批和商业化的数据确认，追高的赔率反而不如等市场消化情绪后的回调。 @Tiger_comments @交易前哨站 @TigerClub @TigerStars @AI_FocusedTrader @小虎福利站

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