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杰西美
10-28
这篇文章不错,转发给大家看看
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杰西美
10-28
这篇文章不错,转发给大家看看
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杰西美
10-12
这篇文章不错,转发给大家看看
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杰西美
09-29
这篇文章不错,转发给大家看看
@美股投资网:美股下跌的背后真相竟然是?....CoreWeave靠OpenAI一人吃饱?
杰西美
09-26
这篇文章不错,转发给大家看看
@小虎老师:🤔泡沫狂欢还是 “Baby Bubble”?AI 热潮下美股估值深度解读
杰西美
09-24
这篇文章不错,转发给大家看看
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杰西美
09-17
这篇文章不错,转发给大家看看
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杰西美
09-14
这篇文章不错,转发给大家看看
@小虎周报:【一周科技动态】NVDA到ORCL/AVGO—从“单核”到“多核”;TSLA上冲400的重要缘由
杰西美
08-13
这篇文章不错,转发给大家看看
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杰西美
08-13
这篇文章不错,转发给大家看看
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杰西美
05-07
这篇文章不错,转发给大家看看
@新途直上:卖出认沽期权降低股票买入成本的策略解析
杰西美
05-07
这篇文章不错,转发给大家看看
@期权小班长:Sell in May,卖的是什么?
杰西美
05-07
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@期权小班长:下一步是回调?
杰西美
02-05
感觉还会跌……………
杰西美
01-07
这篇文章不错,转发给大家看看
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杰西美
2024-12-05
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杰西美
2024-11-14
这篇文章不错,转发给大家看看
@ETF小帮手:ETF追踪 | 特朗普连任引领比特币上涨,精选ETF投资机会解析
杰西美
2024-05-23
说说你对这篇新闻的看法...
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杰西美
2022-03-16
人家都不跟你玩了 出这种表态有🥚用
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去老虎APP查看更多动态
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本次回调并非传统利空消息触发,反而是经济数据超预期强劲。初请失业金人数降至年内最低,二季度GDP意外上修至3.8%,创两年新高。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 强劲数据削弱了美联储(Fed)降息的理据。此前市场过度透支的降息预期正在被修正,导致股.票估值面临压力。 Z府10月暂停降息的概率已升至15%左右,确认了市场对Fed政策路径的重新评估。当“好消息”不再意味着流动性宽松,它就成了引发市场调整的诱因. 除了宏观因素,两个关键信号加剧了市场的谨慎: AI叙事遭遇质疑: 投资者开始担忧AI板块的融资节奏和资本开支扩张过快,其模式类似1999-2000年的互联网泡沫。若资金链在紧缩周期中承压,高估值股.票容易引发“踩踏”。 美元美债齐涨: 美元突然上涨,并伴随美债收益率一同起飞。这表明全球资金正在重新定价美国资产。无风险收益率的提高对美股估值构成系统性压力。 标普500已连续108个交易日没有出现超2%的跌幅,长时间的平静期积累了较高的“脆弱性”。就像一根绷紧的橡皮筋,轻微的拨动也可能造成剧烈的弹动。 CoreWeave再获$65亿算力大单 云计算服务商 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 周四宣布与OpenAI达成一项价值$65亿的新合作协议,进一步加强了其作为AI算力基础设施核心供应商的地位。此举意味着CRWV将为ChatGPT的母公司提供额外算力,以满足OpenAI模型训练与运行的爆发式需求。 O","listText":"美股市场连续第三个交易日收跌。,截至收盘,标普500跌幅0.50%;道指跌幅0.38%;纳指跌幅0.50%; 本次回调并非传统利空消息触发,反而是经济数据超预期强劲。初请失业金人数降至年内最低,二季度GDP意外上修至3.8%,创两年新高。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 强劲数据削弱了美联储(Fed)降息的理据。此前市场过度透支的降息预期正在被修正,导致股.票估值面临压力。 Z府10月暂停降息的概率已升至15%左右,确认了市场对Fed政策路径的重新评估。当“好消息”不再意味着流动性宽松,它就成了引发市场调整的诱因. 除了宏观因素,两个关键信号加剧了市场的谨慎: AI叙事遭遇质疑: 投资者开始担忧AI板块的融资节奏和资本开支扩张过快,其模式类似1999-2000年的互联网泡沫。若资金链在紧缩周期中承压,高估值股.票容易引发“踩踏”。 美元美债齐涨: 美元突然上涨,并伴随美债收益率一同起飞。这表明全球资金正在重新定价美国资产。无风险收益率的提高对美股估值构成系统性压力。 标普500已连续108个交易日没有出现超2%的跌幅,长时间的平静期积累了较高的“脆弱性”。就像一根绷紧的橡皮筋,轻微的拨动也可能造成剧烈的弹动。 CoreWeave再获$65亿算力大单 云计算服务商 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 周四宣布与OpenAI达成一项价值$65亿的新合作协议,进一步加强了其作为AI算力基础设施核心供应商的地位。此举意味着CRWV将为ChatGPT的母公司提供额外算力,以满足OpenAI模型训练与运行的爆发式需求。 O","text":"美股市场连续第三个交易日收跌。,截至收盘,标普500跌幅0.50%;道指跌幅0.38%;纳指跌幅0.50%; 本次回调并非传统利空消息触发,反而是经济数据超预期强劲。初请失业金人数降至年内最低,二季度GDP意外上修至3.8%,创两年新高。 $特斯拉(TSLA)$ $英伟达(NVDA)$ 强劲数据削弱了美联储(Fed)降息的理据。此前市场过度透支的降息预期正在被修正,导致股.票估值面临压力。 Z府10月暂停降息的概率已升至15%左右,确认了市场对Fed政策路径的重新评估。当“好消息”不再意味着流动性宽松,它就成了引发市场调整的诱因. 除了宏观因素,两个关键信号加剧了市场的谨慎: AI叙事遭遇质疑: 投资者开始担忧AI板块的融资节奏和资本开支扩张过快,其模式类似1999-2000年的互联网泡沫。若资金链在紧缩周期中承压,高估值股.票容易引发“踩踏”。 美元美债齐涨: 美元突然上涨,并伴随美债收益率一同起飞。这表明全球资金正在重新定价美国资产。无风险收益率的提高对美股估值构成系统性压力。 标普500已连续108个交易日没有出现超2%的跌幅,长时间的平静期积累了较高的“脆弱性”。就像一根绷紧的橡皮筋,轻微的拨动也可能造成剧烈的弹动。 CoreWeave再获$65亿算力大单 云计算服务商 $CoreWeave, Inc.(CRWV)$ 周四宣布与OpenAI达成一项价值$65亿的新合作协议,进一步加强了其作为AI算力基础设施核心供应商的地位。此举意味着CRWV将为ChatGPT的母公司提供额外算力,以满足OpenAI模型训练与运行的爆发式需求。 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href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 单日再跌 0.5%,三日累计跌幅扩大至 1.8%; <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 同步下行 0.5%,市场短期承压特征显著。三大指数及MAG 7最新估值数据一览:代码最新价格($)2025 涨幅12个月移动 P/E远期 P/E近10年 P/E均值远期P/E对比10年均值 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 6656.9212.29%29.3325.1719.231.09% <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 24580.1716.11%37.830.825.918.92% <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 46292.788%31.8723.1118.525% <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 178.4332.32%39.3931.4640.95-23.17% <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 254.432.58%34.2332.3522.6243.02%","text":"9 月 25 日,美股三大指数延续调整态势,实现三连阴: $道琼斯(.DJI)$ 下跌 0.38%,尽数回吐 9 月 18 日美联储释放 “年内降息 50BP” 预期以来的全部涨幅; $标普500(.SPX)$ 单日再跌 0.5%,三日累计跌幅扩大至 1.8%; $纳斯达克100指数(NDX)$ 同步下行 0.5%,市场短期承压特征显著。三大指数及MAG 7最新估值数据一览:代码最新价格($)2025 涨幅12个月移动 P/E远期 P/E近10年 P/E均值远期P/E对比10年均值 $标普500(.SPX)$ 6656.9212.29%29.3325.1719.231.09% $纳斯达克100指数(NDX)$ 24580.1716.11%37.830.825.918.92% $道琼斯(.DJI)$ 46292.788%31.8723.1118.525% $英伟达(NVDA)$ 178.4332.32%39.3931.4640.95-23.17% $苹果(AAPL)$ 254.432.58%34.2332.3522.6243.02%","images":[{"img":"https://static.tigerbbs.com/4a63ba3ea918fff73201b92d11368772"},{"img":"https://static.tigerbbs.com/856108c952ff26b5e874e55f41660a68"},{"img":"https://static.tigerbbs.com/9eddf783a762032d2247c5a89b100de3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482764750164704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481901034672952,"gmtCreate":1758675903820,"gmtModify":1758675906279,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481901034672952","repostId":"1153406954","repostType":2,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479530950042136,"gmtCreate":1758096897433,"gmtModify":1758096899570,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479530950042136","repostId":"2521643734","repostType":2,"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478313094538104,"gmtCreate":1757807577551,"gmtModify":1757807579917,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478313094538104","repostId":"477800822612168","repostType":1,"repost":{"id":477800822612168,"gmtCreate":1757654519622,"gmtModify":1757654743929,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"【一周科技动态】NVDA到ORCL/AVGO—从“单核”到“多核”;TSLA上冲400的重要缘由","htmlText":"涨跌纷纭——一周大科技表现本周宏观主线:指数再创新高,但波动加剧。本周三大股指屡创收盘新高,其中纳斯达克在科技股带动下表现尤为强劲。不过,由于通胀(CPI年率上涨至2.9%,7月为2.7%)与就业数据(新增就业约22000个偏低,失业率上升至约4.3%,初请失业救济人数飙升至263000)不佳,市场情绪开始出现分歧,滞胀(stagnation + inflation)忧虑升温Oracle急涨引发AI概念炒作争议。AI叙事在 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 财报及云服务合同利好推动下一日大涨约36%,此举再次强调了市场对AI基础设施需求的强烈预期,但也引起 “AI泡沫“ 的担忧,尤其是当估值不断被推高且盈利增长未必全面持续时。市场普遍预期在9月FOMC会议上将出现第一次降息,预计幅度为25个基点。不过,由于通胀(尤其是服务类与住房)仍显坚韧,Fed 仍面临“放松政策”与“不破坏抗通胀信誉”的两难。数据呈现出就业松动 + 通胀回升的混合模式,这令 Fed 必须小心处理:如果降息太快或幅度太大,可能让通胀难以被遏制;如果不降则可能让经济增长和就业进一步承压。大科技本周继续保持稳定上行,至9月11日收盘,过去一周 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -4.07%, <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -1.37%, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +3.21%, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -2.43%,","listText":"涨跌纷纭——一周大科技表现本周宏观主线:指数再创新高,但波动加剧。本周三大股指屡创收盘新高,其中纳斯达克在科技股带动下表现尤为强劲。不过,由于通胀(CPI年率上涨至2.9%,7月为2.7%)与就业数据(新增就业约22000个偏低,失业率上升至约4.3%,初请失业救济人数飙升至263000)不佳,市场情绪开始出现分歧,滞胀(stagnation + inflation)忧虑升温Oracle急涨引发AI概念炒作争议。AI叙事在 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 财报及云服务合同利好推动下一日大涨约36%,此举再次强调了市场对AI基础设施需求的强烈预期,但也引起 “AI泡沫“ 的担忧,尤其是当估值不断被推高且盈利增长未必全面持续时。市场普遍预期在9月FOMC会议上将出现第一次降息,预计幅度为25个基点。不过,由于通胀(尤其是服务类与住房)仍显坚韧,Fed 仍面临“放松政策”与“不破坏抗通胀信誉”的两难。数据呈现出就业松动 + 通胀回升的混合模式,这令 Fed 必须小心处理:如果降息太快或幅度太大,可能让通胀难以被遏制;如果不降则可能让经济增长和就业进一步承压。大科技本周继续保持稳定上行,至9月11日收盘,过去一周 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -4.07%, <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -1.37%, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +3.21%, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -2.43%,","text":"涨跌纷纭——一周大科技表现本周宏观主线:指数再创新高,但波动加剧。本周三大股指屡创收盘新高,其中纳斯达克在科技股带动下表现尤为强劲。不过,由于通胀(CPI年率上涨至2.9%,7月为2.7%)与就业数据(新增就业约22000个偏低,失业率上升至约4.3%,初请失业救济人数飙升至263000)不佳,市场情绪开始出现分歧,滞胀(stagnation + inflation)忧虑升温Oracle急涨引发AI概念炒作争议。AI叙事在 $甲骨文(ORCL)$ 财报及云服务合同利好推动下一日大涨约36%,此举再次强调了市场对AI基础设施需求的强烈预期,但也引起 “AI泡沫“ 的担忧,尤其是当估值不断被推高且盈利增长未必全面持续时。市场普遍预期在9月FOMC会议上将出现第一次降息,预计幅度为25个基点。不过,由于通胀(尤其是服务类与住房)仍显坚韧,Fed 仍面临“放松政策”与“不破坏抗通胀信誉”的两难。数据呈现出就业松动 + 通胀回升的混合模式,这令 Fed 必须小心处理:如果降息太快或幅度太大,可能让通胀难以被遏制;如果不降则可能让经济增长和就业进一步承压。大科技本周继续保持稳定上行,至9月11日收盘,过去一周 $苹果(AAPL)$ -4.07%, $微软(MSFT)$ -1.37%, $英伟达(NVDA)$ +3.21%, $亚马逊(AMZN)$ -2.43%,","images":[{"img":"https://static.tigerbbs.com/d82ed67668611d1ae64df0a4091ec9d8"},{"img":"https://static.tigerbbs.com/8a4df84740eea3f42b634a4f895936ec"},{"img":"https://static.tigerbbs.com/e76738fd22c00b9757c16b7e83aed1eb"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477800822612168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467230056345752,"gmtCreate":1755086920020,"gmtModify":1755086921609,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467230056345752","repostId":"1171350818","repostType":2,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467229584310352,"gmtCreate":1755086899870,"gmtModify":1755086901473,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467229584310352","repostId":"1175896592","repostType":2,"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432405139882848,"gmtCreate":1746580028048,"gmtModify":1746580029818,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432405139882848","repostId":"430425020039192","repostType":1,"repost":{"id":430425020039192,"gmtCreate":1746105804669,"gmtModify":1746106721066,"author":{"id":"3484437268417355","authorId":"3484437268417355","name":"新途直上","avatar":"https://static.tigerbbs.com/37c57a5e6394fbb11cdf17bfe1c05e71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484437268417355","idStr":"3484437268417355"},"themes":[],"title":"卖出认沽期权降低股票买入成本的策略解析","htmlText":"期权交易中,卖出认沽期权是一种高效的资金管理工具,尤其适用于长期看好标的资产但短期需优化成本的投资者。下面从策略原理、适用场景、风险控制及实际案例等方面展开分析 一、策略原理与核心逻辑 卖出认沽期权(Put Selling)的本质是收取权利金,同时承担在标的资产价格下跌时以约定行权价接盘的义务。这一策略的核心优势在于: 降低建仓成本:通过卖出认沽期权获得权利金,可抵消部分买入标的股票的成本。例如,若预期某股票将上涨,但当前资金不足,可通过卖出认沽期权锁定行权价,若期权未被行权,权利金直接转化为利润。 非对称风险收益:卖方的最大亏损为行权价与权利金的差额(有限风险),而潜在收益则随标的资产上涨无限扩大(无限收益)。 二、适用场景与操作条件 1. 市场预期: 短期不跌:预期标的资产价格小幅波动或横盘整理,如巴菲特在1993年通过卖出可口可乐认沽期权锁定成本时,认为短期存在回调风险但长期看好。 价值投资辅助:适用于已持有标的资产或计划长期持有,通过期权策略优化资金效率。 2. 资金管理: 当资金不足以直接买入股票时,可通过卖出认沽期权获得权利金,间接降低实际买入成本。例如,若行权价低于市价,接盘后实际成本为行权价减去权利金。 备兑开仓(Covered Put):持有标的股票并卖出认沽期权,通过权利金增厚收益,如巴菲特收购柏林顿北方铁路时通过期权降低收购成本约15%。 三、风险与收益分析 1. 收益上限: 权利金收入为固定收益,若标的资产未跌破行权价,卖方可直接赚取权利金。 例如,老张以0.0615元/份卖出虚值认沽期权,一周后平仓获利3,090元(权利金差价)。 2. 风险控制: 最大亏损:若标的资产价格大幅下跌至行权价以下,卖方需以行权价接盘,亏损为(行权价 - 权利金 - 当前股价)。 保证金要求:卖方需缴纳保证金以覆盖潜在义务,通常为权利金的一定比例。 四、经典案例解析 1","listText":"期权交易中,卖出认沽期权是一种高效的资金管理工具,尤其适用于长期看好标的资产但短期需优化成本的投资者。下面从策略原理、适用场景、风险控制及实际案例等方面展开分析 一、策略原理与核心逻辑 卖出认沽期权(Put Selling)的本质是收取权利金,同时承担在标的资产价格下跌时以约定行权价接盘的义务。这一策略的核心优势在于: 降低建仓成本:通过卖出认沽期权获得权利金,可抵消部分买入标的股票的成本。例如,若预期某股票将上涨,但当前资金不足,可通过卖出认沽期权锁定行权价,若期权未被行权,权利金直接转化为利润。 非对称风险收益:卖方的最大亏损为行权价与权利金的差额(有限风险),而潜在收益则随标的资产上涨无限扩大(无限收益)。 二、适用场景与操作条件 1. 市场预期: 短期不跌:预期标的资产价格小幅波动或横盘整理,如巴菲特在1993年通过卖出可口可乐认沽期权锁定成本时,认为短期存在回调风险但长期看好。 价值投资辅助:适用于已持有标的资产或计划长期持有,通过期权策略优化资金效率。 2. 资金管理: 当资金不足以直接买入股票时,可通过卖出认沽期权获得权利金,间接降低实际买入成本。例如,若行权价低于市价,接盘后实际成本为行权价减去权利金。 备兑开仓(Covered Put):持有标的股票并卖出认沽期权,通过权利金增厚收益,如巴菲特收购柏林顿北方铁路时通过期权降低收购成本约15%。 三、风险与收益分析 1. 收益上限: 权利金收入为固定收益,若标的资产未跌破行权价,卖方可直接赚取权利金。 例如,老张以0.0615元/份卖出虚值认沽期权,一周后平仓获利3,090元(权利金差价)。 2. 风险控制: 最大亏损:若标的资产价格大幅下跌至行权价以下,卖方需以行权价接盘,亏损为(行权价 - 权利金 - 当前股价)。 保证金要求:卖方需缴纳保证金以覆盖潜在义务,通常为权利金的一定比例。 四、经典案例解析 1","text":"期权交易中,卖出认沽期权是一种高效的资金管理工具,尤其适用于长期看好标的资产但短期需优化成本的投资者。下面从策略原理、适用场景、风险控制及实际案例等方面展开分析 一、策略原理与核心逻辑 卖出认沽期权(Put Selling)的本质是收取权利金,同时承担在标的资产价格下跌时以约定行权价接盘的义务。这一策略的核心优势在于: 降低建仓成本:通过卖出认沽期权获得权利金,可抵消部分买入标的股票的成本。例如,若预期某股票将上涨,但当前资金不足,可通过卖出认沽期权锁定行权价,若期权未被行权,权利金直接转化为利润。 非对称风险收益:卖方的最大亏损为行权价与权利金的差额(有限风险),而潜在收益则随标的资产上涨无限扩大(无限收益)。 二、适用场景与操作条件 1. 市场预期: 短期不跌:预期标的资产价格小幅波动或横盘整理,如巴菲特在1993年通过卖出可口可乐认沽期权锁定成本时,认为短期存在回调风险但长期看好。 价值投资辅助:适用于已持有标的资产或计划长期持有,通过期权策略优化资金效率。 2. 资金管理: 当资金不足以直接买入股票时,可通过卖出认沽期权获得权利金,间接降低实际买入成本。例如,若行权价低于市价,接盘后实际成本为行权价减去权利金。 备兑开仓(Covered Put):持有标的股票并卖出认沽期权,通过权利金增厚收益,如巴菲特收购柏林顿北方铁路时通过期权降低收购成本约15%。 三、风险与收益分析 1. 收益上限: 权利金收入为固定收益,若标的资产未跌破行权价,卖方可直接赚取权利金。 例如,老张以0.0615元/份卖出虚值认沽期权,一周后平仓获利3,090元(权利金差价)。 2. 风险控制: 最大亏损:若标的资产价格大幅下跌至行权价以下,卖方需以行权价接盘,亏损为(行权价 - 权利金 - 当前股价)。 保证金要求:卖方需缴纳保证金以覆盖潜在义务,通常为权利金的一定比例。 四、经典案例解析 1","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430425020039192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432404963205856,"gmtCreate":1746579717987,"gmtModify":1746579719544,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432404963205856","repostId":"432219824410800","repostType":1,"repost":{"id":432219824410800,"gmtCreate":1746548523160,"gmtModify":1746548555978,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"Sell in May,卖的是什么?","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 周三有美联储fomc会议,预计维持利率不变,在4.375%。市场预期年底前降息100基点,预计7月开始降息。我觉得会后有短暂波动,但近期最重要的还是关税谈判跟落地。谈到近期波动,就不得不提老生常谈的美股格言:Sell in May and go away。不过根据期权开仓情况来看,今年5月的卖出更像是在特指期权的卖出方。spy周一有两个重量级的长期大单,不太看好大盘前景,但也不愿意为触底进行投资。第一个重量级大单是sell call 570 <a href=\"https://laohu8.com/OPT/SPY%2020250731%20570.0%20CALL\">$SPY 20250731 570.0 CALL$</a> ,成交量1万手。行权价很激进选择570,但算上权利金21.68,意味着只要7月31日前spy不超过590即可获利。这也意味着交易者认为spy在7月底前很难站上120日均线。但实际上spy股价超过570后sell call保证金压力会很大,所以交易者可能就是按照低于570的思路去交易的。当然,不排除交易者持股所以并没有保证金压力。另外,本单有可能不是卖出,而是买入。因为本单成交价和买卖盘之间的距离很含糊,也不排除是看涨。单纯从看涨开仓角度考虑就是利好。另一个重量级大单是不花钱的看跌策略,卖出价外call和价外put覆盖看跌成本。一般交易者不愿意为趋势付出成本的时候,说明趋势有较大概率趋向于平缓或者相反方向:卖出 <a href=\"https://laohu8.com/OPT/SPY%2020250919%20615.0%20CALL\">$SPY 20250919 615.0 CALL$</a> ,成交量1.15万买入","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 周三有美联储fomc会议,预计维持利率不变,在4.375%。市场预期年底前降息100基点,预计7月开始降息。我觉得会后有短暂波动,但近期最重要的还是关税谈判跟落地。谈到近期波动,就不得不提老生常谈的美股格言:Sell in May and go away。不过根据期权开仓情况来看,今年5月的卖出更像是在特指期权的卖出方。spy周一有两个重量级的长期大单,不太看好大盘前景,但也不愿意为触底进行投资。第一个重量级大单是sell call 570 <a href=\"https://laohu8.com/OPT/SPY%2020250731%20570.0%20CALL\">$SPY 20250731 570.0 CALL$</a> ,成交量1万手。行权价很激进选择570,但算上权利金21.68,意味着只要7月31日前spy不超过590即可获利。这也意味着交易者认为spy在7月底前很难站上120日均线。但实际上spy股价超过570后sell call保证金压力会很大,所以交易者可能就是按照低于570的思路去交易的。当然,不排除交易者持股所以并没有保证金压力。另外,本单有可能不是卖出,而是买入。因为本单成交价和买卖盘之间的距离很含糊,也不排除是看涨。单纯从看涨开仓角度考虑就是利好。另一个重量级大单是不花钱的看跌策略,卖出价外call和价外put覆盖看跌成本。一般交易者不愿意为趋势付出成本的时候,说明趋势有较大概率趋向于平缓或者相反方向:卖出 <a href=\"https://laohu8.com/OPT/SPY%2020250919%20615.0%20CALL\">$SPY 20250919 615.0 CALL$</a> ,成交量1.15万买入","text":"$标普500ETF(SPY)$ 周三有美联储fomc会议,预计维持利率不变,在4.375%。市场预期年底前降息100基点,预计7月开始降息。我觉得会后有短暂波动,但近期最重要的还是关税谈判跟落地。谈到近期波动,就不得不提老生常谈的美股格言:Sell in May and go away。不过根据期权开仓情况来看,今年5月的卖出更像是在特指期权的卖出方。spy周一有两个重量级的长期大单,不太看好大盘前景,但也不愿意为触底进行投资。第一个重量级大单是sell call 570 $SPY 20250731 570.0 CALL$ ,成交量1万手。行权价很激进选择570,但算上权利金21.68,意味着只要7月31日前spy不超过590即可获利。这也意味着交易者认为spy在7月底前很难站上120日均线。但实际上spy股价超过570后sell call保证金压力会很大,所以交易者可能就是按照低于570的思路去交易的。当然,不排除交易者持股所以并没有保证金压力。另外,本单有可能不是卖出,而是买入。因为本单成交价和买卖盘之间的距离很含糊,也不排除是看涨。单纯从看涨开仓角度考虑就是利好。另一个重量级大单是不花钱的看跌策略,卖出价外call和价外put覆盖看跌成本。一般交易者不愿意为趋势付出成本的时候,说明趋势有较大概率趋向于平缓或者相反方向:卖出 $SPY 20250919 615.0 CALL$ ,成交量1.15万买入","images":[{"img":"https://static.tigerbbs.com/d7894a3824ebbc2e45338c8d63169778","width":"1042","height":"932"},{"img":"https://static.tigerbbs.com/53eb4847aefa13d67f085802b494adcd","width":"2512","height":"100"},{"img":"https://static.tigerbbs.com/99338347b35a641e6b31daffacf6e22b","width":"2330","height":"206"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432219824410800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432404184068368,"gmtCreate":1746579713779,"gmtModify":1746579715495,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432404184068368","repostId":"431854051709088","repostType":1,"repost":{"id":431854051709088,"gmtCreate":1746459093331,"gmtModify":1746459126574,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"下一步是回调?","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 市场整体反弹回关税前位置,然而并不是所有科技股都是同样的待遇,比如苹果,周五有大单卖出2.6万手6月到期240call <a href=\"https://laohu8.com/OPT/AAPL%2020250620%20240.0%20CALL\">$AAPL 20250620 240.0 CALL$</a>。 240这个位置有点说法,是3月10日美股暴跌前的位置,当天市场对美国经济健康状况的担忧扭转了投资者的风险偏好,美元指数一度跌至去年11月以来的最低点。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 微软财报利好带动市场周五直接反弹回关税前位置。不过当前这个位置争议很大,对于英伟达来说处于财报前看涨和回调压力两种叠加状态。具体表现为,周四有人开仓买入7万手5月23日到期115call <a href=\"https://laohu8.com/OPT/NVDA%2020250523%20115.0%20CALL\">$NVDA 20250523 115.0 CALL$</a> 。另一边空头在周四周五持续开仓买入看跌价差进行做空:买 <a href=\"https://laohu8.com/OPT/NVDA%2020250516%2099.0%20PUT\">$NVDA 20250516 99.0 PUT$</a>,卖 <a href=\"https://laohu8.com/OPT/NVDA%2020250516%2090.0%20PUT\">$NVDA 20250516 90.0 PUT$</a> 经过两天集中交易,目前5月16日99put未平仓数量达到8.2万手,也就是说这两周有概率英伟达会回调100。股价上限方面,机构本","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 市场整体反弹回关税前位置,然而并不是所有科技股都是同样的待遇,比如苹果,周五有大单卖出2.6万手6月到期240call <a href=\"https://laohu8.com/OPT/AAPL%2020250620%20240.0%20CALL\">$AAPL 20250620 240.0 CALL$</a>。 240这个位置有点说法,是3月10日美股暴跌前的位置,当天市场对美国经济健康状况的担忧扭转了投资者的风险偏好,美元指数一度跌至去年11月以来的最低点。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 微软财报利好带动市场周五直接反弹回关税前位置。不过当前这个位置争议很大,对于英伟达来说处于财报前看涨和回调压力两种叠加状态。具体表现为,周四有人开仓买入7万手5月23日到期115call <a href=\"https://laohu8.com/OPT/NVDA%2020250523%20115.0%20CALL\">$NVDA 20250523 115.0 CALL$</a> 。另一边空头在周四周五持续开仓买入看跌价差进行做空:买 <a href=\"https://laohu8.com/OPT/NVDA%2020250516%2099.0%20PUT\">$NVDA 20250516 99.0 PUT$</a>,卖 <a href=\"https://laohu8.com/OPT/NVDA%2020250516%2090.0%20PUT\">$NVDA 20250516 90.0 PUT$</a> 经过两天集中交易,目前5月16日99put未平仓数量达到8.2万手,也就是说这两周有概率英伟达会回调100。股价上限方面,机构本","text":"$苹果(AAPL)$ 市场整体反弹回关税前位置,然而并不是所有科技股都是同样的待遇,比如苹果,周五有大单卖出2.6万手6月到期240call $AAPL 20250620 240.0 CALL$。 240这个位置有点说法,是3月10日美股暴跌前的位置,当天市场对美国经济健康状况的担忧扭转了投资者的风险偏好,美元指数一度跌至去年11月以来的最低点。 $英伟达(NVDA)$ 微软财报利好带动市场周五直接反弹回关税前位置。不过当前这个位置争议很大,对于英伟达来说处于财报前看涨和回调压力两种叠加状态。具体表现为,周四有人开仓买入7万手5月23日到期115call $NVDA 20250523 115.0 CALL$ 。另一边空头在周四周五持续开仓买入看跌价差进行做空:买 $NVDA 20250516 99.0 PUT$,卖 $NVDA 20250516 90.0 PUT$ 经过两天集中交易,目前5月16日99put未平仓数量达到8.2万手,也就是说这两周有概率英伟达会回调100。股价上限方面,机构本","images":[{"img":"https://static.tigerbbs.com/417dbb7718c91078f9548b62a05da504","width":"2114","height":"164"},{"img":"https://static.tigerbbs.com/ca49fa1ea2e62dbd97de0fdeeb497cfd","width":"1844","height":"1193"},{"img":"https://static.tigerbbs.com/7d9dc4c96b931c9317c6190e6741015f","width":"1169","height":"1634"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/431854051709088","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400345190384072,"gmtCreate":1738766941342,"gmtModify":1738766943405,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"感觉还会跌……………","listText":"感觉还会跌……………","text":"感觉还会跌……………","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400345190384072","isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390034629193736,"gmtCreate":1736258218177,"gmtModify":1736258219768,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390034629193736","repostId":"389736559714560","repostType":1,"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378332736729488,"gmtCreate":1733409116563,"gmtModify":1733409118521,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378332736729488","repostId":"1152022961","repostType":2,"isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370714993226072,"gmtCreate":1731545660105,"gmtModify":1731548256966,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370714993226072","repostId":"370520723419136","repostType":1,"repost":{"id":370520723419136,"gmtCreate":1731477209926,"gmtModify":1731477310213,"author":{"id":"3527667688472228","authorId":"3527667688472228","name":"ETF小帮手","avatar":"https://static.tigerbbs.com/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667688472228","idStr":"3527667688472228"},"themes":[],"title":"ETF追踪 | 特朗普连任引领比特币上涨,精选ETF投资机会解析","htmlText":"2024年,美国总统选举结果揭晓,特朗普成功连任,再次当选美国第47任总统。特朗普在竞选期间承诺将美国打造成“全球加密货币之都”,并提出创建战略性比特币储备、出台支持数字资产的政策等举措。随着他赢得选举,比特币价格也随之上涨,吸引了投资者的广泛关注。本文将探讨特朗普连任对比特币价格的影响,以及相关ETF的投资机会。特朗普连任与比特币的上涨自特朗普选举胜利以来,比特币价格已上涨约16%(截至11月11日),这与特朗普在竞选中承诺推动加密货币发展的政策不无关系。特朗普提议将美国推向数字资产领域的前沿,这一立场无疑为比特币等加密货币提供了更多的市场预期与信心。此外,今年比特币的涨幅也非常可观。自2024年初以来,比特币价格已上涨约101%(截至11月11日)。这一上涨不仅得益于特朗普连任的预期,也与美联储的降息政策密切相关。美联储在9月和11月的两次降息为加密货币市场提供了有力支撑,进一步刺激了投资者的风险偏好,使得比特币的上涨势头愈加强劲。比特币与美元的反向关系美联储的降息通常会导致美元走弱,因为投资者往往寻找能够对抗美元贬值的资产。比特币作为数字货币,正逐渐成为许多投资者规避美元贬值的工具。此外,降息还增强了市场的风险偏好,推动资金流入比特币等高风险资产。近期的数据也表明,零售投资者对加密货币市场的兴趣正在回升。根据Google Trends数据显示,特朗普选举胜利后的比特币搜索量激增,表明公众对比特币的关注度正在恢复。随着比特币市场热度的上升,分析师普遍认为,比特币价格可能会在未来几个月继续上涨,甚至突破10万美元的大关。投资者应关注的比特币相关ETF对于投资者来说,比特币及其他数字资产的投资机会并不仅限于直接购买比特币。许多比特币ETF(交易所交易基金)为投资者提供了更为便捷的投资渠道。以下是几只值得关注的比特币相关ETF:","listText":"2024年,美国总统选举结果揭晓,特朗普成功连任,再次当选美国第47任总统。特朗普在竞选期间承诺将美国打造成“全球加密货币之都”,并提出创建战略性比特币储备、出台支持数字资产的政策等举措。随着他赢得选举,比特币价格也随之上涨,吸引了投资者的广泛关注。本文将探讨特朗普连任对比特币价格的影响,以及相关ETF的投资机会。特朗普连任与比特币的上涨自特朗普选举胜利以来,比特币价格已上涨约16%(截至11月11日),这与特朗普在竞选中承诺推动加密货币发展的政策不无关系。特朗普提议将美国推向数字资产领域的前沿,这一立场无疑为比特币等加密货币提供了更多的市场预期与信心。此外,今年比特币的涨幅也非常可观。自2024年初以来,比特币价格已上涨约101%(截至11月11日)。这一上涨不仅得益于特朗普连任的预期,也与美联储的降息政策密切相关。美联储在9月和11月的两次降息为加密货币市场提供了有力支撑,进一步刺激了投资者的风险偏好,使得比特币的上涨势头愈加强劲。比特币与美元的反向关系美联储的降息通常会导致美元走弱,因为投资者往往寻找能够对抗美元贬值的资产。比特币作为数字货币,正逐渐成为许多投资者规避美元贬值的工具。此外,降息还增强了市场的风险偏好,推动资金流入比特币等高风险资产。近期的数据也表明,零售投资者对加密货币市场的兴趣正在回升。根据Google Trends数据显示,特朗普选举胜利后的比特币搜索量激增,表明公众对比特币的关注度正在恢复。随着比特币市场热度的上升,分析师普遍认为,比特币价格可能会在未来几个月继续上涨,甚至突破10万美元的大关。投资者应关注的比特币相关ETF对于投资者来说,比特币及其他数字资产的投资机会并不仅限于直接购买比特币。许多比特币ETF(交易所交易基金)为投资者提供了更为便捷的投资渠道。以下是几只值得关注的比特币相关ETF:","text":"2024年,美国总统选举结果揭晓,特朗普成功连任,再次当选美国第47任总统。特朗普在竞选期间承诺将美国打造成“全球加密货币之都”,并提出创建战略性比特币储备、出台支持数字资产的政策等举措。随着他赢得选举,比特币价格也随之上涨,吸引了投资者的广泛关注。本文将探讨特朗普连任对比特币价格的影响,以及相关ETF的投资机会。特朗普连任与比特币的上涨自特朗普选举胜利以来,比特币价格已上涨约16%(截至11月11日),这与特朗普在竞选中承诺推动加密货币发展的政策不无关系。特朗普提议将美国推向数字资产领域的前沿,这一立场无疑为比特币等加密货币提供了更多的市场预期与信心。此外,今年比特币的涨幅也非常可观。自2024年初以来,比特币价格已上涨约101%(截至11月11日)。这一上涨不仅得益于特朗普连任的预期,也与美联储的降息政策密切相关。美联储在9月和11月的两次降息为加密货币市场提供了有力支撑,进一步刺激了投资者的风险偏好,使得比特币的上涨势头愈加强劲。比特币与美元的反向关系美联储的降息通常会导致美元走弱,因为投资者往往寻找能够对抗美元贬值的资产。比特币作为数字货币,正逐渐成为许多投资者规避美元贬值的工具。此外,降息还增强了市场的风险偏好,推动资金流入比特币等高风险资产。近期的数据也表明,零售投资者对加密货币市场的兴趣正在回升。根据Google Trends数据显示,特朗普选举胜利后的比特币搜索量激增,表明公众对比特币的关注度正在恢复。随着比特币市场热度的上升,分析师普遍认为,比特币价格可能会在未来几个月继续上涨,甚至突破10万美元的大关。投资者应关注的比特币相关ETF对于投资者来说,比特币及其他数字资产的投资机会并不仅限于直接购买比特币。许多比特币ETF(交易所交易基金)为投资者提供了更为便捷的投资渠道。以下是几只值得关注的比特币相关ETF:","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370520723419136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308800189714464,"gmtCreate":1716418476028,"gmtModify":1716427907812,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308800189714464","repostId":"1124906002","repostType":2,"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634847463,"gmtCreate":1647442305558,"gmtModify":1647442336018,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"人家都不跟你玩了 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本次回调并非传统利空消息触发,反而是经济数据超预期强劲。初请失业金人数降至年内最低,二季度GDP意外上修至3.8%,创两年新高。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 强劲数据削弱了美联储(Fed)降息的理据。此前市场过度透支的降息预期正在被修正,导致股.票估值面临压力。 Z府10月暂停降息的概率已升至15%左右,确认了市场对Fed政策路径的重新评估。当“好消息”不再意味着流动性宽松,它就成了引发市场调整的诱因. 除了宏观因素,两个关键信号加剧了市场的谨慎: AI叙事遭遇质疑: 投资者开始担忧AI板块的融资节奏和资本开支扩张过快,其模式类似1999-2000年的互联网泡沫。若资金链在紧缩周期中承压,高估值股.票容易引发“踩踏”。 美元美债齐涨: 美元突然上涨,并伴随美债收益率一同起飞。这表明全球资金正在重新定价美国资产。无风险收益率的提高对美股估值构成系统性压力。 标普500已连续108个交易日没有出现超2%的跌幅,长时间的平静期积累了较高的“脆弱性”。就像一根绷紧的橡皮筋,轻微的拨动也可能造成剧烈的弹动。 CoreWeave再获$65亿算力大单 云计算服务商 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 周四宣布与OpenAI达成一项价值$65亿的新合作协议,进一步加强了其作为AI算力基础设施核心供应商的地位。此举意味着CRWV将为ChatGPT的母公司提供额外算力,以满足OpenAI模型训练与运行的爆发式需求。 O","listText":"美股市场连续第三个交易日收跌。,截至收盘,标普500跌幅0.50%;道指跌幅0.38%;纳指跌幅0.50%; 本次回调并非传统利空消息触发,反而是经济数据超预期强劲。初请失业金人数降至年内最低,二季度GDP意外上修至3.8%,创两年新高。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 强劲数据削弱了美联储(Fed)降息的理据。此前市场过度透支的降息预期正在被修正,导致股.票估值面临压力。 Z府10月暂停降息的概率已升至15%左右,确认了市场对Fed政策路径的重新评估。当“好消息”不再意味着流动性宽松,它就成了引发市场调整的诱因. 除了宏观因素,两个关键信号加剧了市场的谨慎: AI叙事遭遇质疑: 投资者开始担忧AI板块的融资节奏和资本开支扩张过快,其模式类似1999-2000年的互联网泡沫。若资金链在紧缩周期中承压,高估值股.票容易引发“踩踏”。 美元美债齐涨: 美元突然上涨,并伴随美债收益率一同起飞。这表明全球资金正在重新定价美国资产。无风险收益率的提高对美股估值构成系统性压力。 标普500已连续108个交易日没有出现超2%的跌幅,长时间的平静期积累了较高的“脆弱性”。就像一根绷紧的橡皮筋,轻微的拨动也可能造成剧烈的弹动。 CoreWeave再获$65亿算力大单 云计算服务商 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 周四宣布与OpenAI达成一项价值$65亿的新合作协议,进一步加强了其作为AI算力基础设施核心供应商的地位。此举意味着CRWV将为ChatGPT的母公司提供额外算力,以满足OpenAI模型训练与运行的爆发式需求。 O","text":"美股市场连续第三个交易日收跌。,截至收盘,标普500跌幅0.50%;道指跌幅0.38%;纳指跌幅0.50%; 本次回调并非传统利空消息触发,反而是经济数据超预期强劲。初请失业金人数降至年内最低,二季度GDP意外上修至3.8%,创两年新高。 $特斯拉(TSLA)$ $英伟达(NVDA)$ 强劲数据削弱了美联储(Fed)降息的理据。此前市场过度透支的降息预期正在被修正,导致股.票估值面临压力。 Z府10月暂停降息的概率已升至15%左右,确认了市场对Fed政策路径的重新评估。当“好消息”不再意味着流动性宽松,它就成了引发市场调整的诱因. 除了宏观因素,两个关键信号加剧了市场的谨慎: AI叙事遭遇质疑: 投资者开始担忧AI板块的融资节奏和资本开支扩张过快,其模式类似1999-2000年的互联网泡沫。若资金链在紧缩周期中承压,高估值股.票容易引发“踩踏”。 美元美债齐涨: 美元突然上涨,并伴随美债收益率一同起飞。这表明全球资金正在重新定价美国资产。无风险收益率的提高对美股估值构成系统性压力。 标普500已连续108个交易日没有出现超2%的跌幅,长时间的平静期积累了较高的“脆弱性”。就像一根绷紧的橡皮筋,轻微的拨动也可能造成剧烈的弹动。 CoreWeave再获$65亿算力大单 云计算服务商 $CoreWeave, Inc.(CRWV)$ 周四宣布与OpenAI达成一项价值$65亿的新合作协议,进一步加强了其作为AI算力基础设施核心供应商的地位。此举意味着CRWV将为ChatGPT的母公司提供额外算力,以满足OpenAI模型训练与运行的爆发式需求。 O","images":[{"img":"https://static.tigerbbs.com/a08a87c6d1e3e8bdeaa2dd698a7d82c1","width":"444","height":"162"},{"img":"https://static.tigerbbs.com/7b1e966f29210d4c505636c3378c8423","width":"464","height":"601"},{"img":"https://static.tigerbbs.com/ebb619f3a3bce7e6c316460a5d7f7b0b","width":"1080","height":"707"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482584424661584","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482722721166024,"gmtCreate":1758880820579,"gmtModify":1758880822872,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482722721166024","repostId":"482764750164704","repostType":1,"repost":{"id":482764750164704,"gmtCreate":1758872911510,"gmtModify":1758872978338,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36989258284800","idStr":"36989258284800"},"themes":[],"title":"🤔泡沫狂欢还是 “Baby Bubble”?AI 热潮下美股估值深度解读","htmlText":"9 月 25 日,美股三大指数延续调整态势,实现三连阴: <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 下跌 0.38%,尽数回吐 9 月 18 日美联储释放 “年内降息 50BP” 预期以来的全部涨幅; <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 单日再跌 0.5%,三日累计跌幅扩大至 1.8%; <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 同步下行 0.5%,市场短期承压特征显著。三大指数及MAG 7最新估值数据一览:代码最新价格($)2025 涨幅12个月移动 P/E远期 P/E近10年 P/E均值远期P/E对比10年均值 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 6656.9212.29%29.3325.1719.231.09% <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 24580.1716.11%37.830.825.918.92% <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 46292.788%31.8723.1118.525% <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 178.4332.32%39.3931.4640.95-23.17% <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 254.432.58%34.2332.3522.6243.02%","listText":"9 月 25 日,美股三大指数延续调整态势,实现三连阴: <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 下跌 0.38%,尽数回吐 9 月 18 日美联储释放 “年内降息 50BP” 预期以来的全部涨幅; <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 单日再跌 0.5%,三日累计跌幅扩大至 1.8%; <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 同步下行 0.5%,市场短期承压特征显著。三大指数及MAG 7最新估值数据一览:代码最新价格($)2025 涨幅12个月移动 P/E远期 P/E近10年 P/E均值远期P/E对比10年均值 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 6656.9212.29%29.3325.1719.231.09% <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 24580.1716.11%37.830.825.918.92% <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 46292.788%31.8723.1118.525% <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 178.4332.32%39.3931.4640.95-23.17% <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 254.432.58%34.2332.3522.6243.02%","text":"9 月 25 日,美股三大指数延续调整态势,实现三连阴: $道琼斯(.DJI)$ 下跌 0.38%,尽数回吐 9 月 18 日美联储释放 “年内降息 50BP” 预期以来的全部涨幅; $标普500(.SPX)$ 单日再跌 0.5%,三日累计跌幅扩大至 1.8%; $纳斯达克100指数(NDX)$ 同步下行 0.5%,市场短期承压特征显著。三大指数及MAG 7最新估值数据一览:代码最新价格($)2025 涨幅12个月移动 P/E远期 P/E近10年 P/E均值远期P/E对比10年均值 $标普500(.SPX)$ 6656.9212.29%29.3325.1719.231.09% $纳斯达克100指数(NDX)$ 24580.1716.11%37.830.825.918.92% $道琼斯(.DJI)$ 46292.788%31.8723.1118.525% $英伟达(NVDA)$ 178.4332.32%39.3931.4640.95-23.17% $苹果(AAPL)$ 254.432.58%34.2332.3522.6243.02%","images":[{"img":"https://static.tigerbbs.com/4a63ba3ea918fff73201b92d11368772"},{"img":"https://static.tigerbbs.com/856108c952ff26b5e874e55f41660a68"},{"img":"https://static.tigerbbs.com/9eddf783a762032d2247c5a89b100de3"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482764750164704","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481901034672952,"gmtCreate":1758675903820,"gmtModify":1758675906279,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481901034672952","repostId":"1153406954","repostType":2,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479530950042136,"gmtCreate":1758096897433,"gmtModify":1758096899570,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479530950042136","repostId":"2521643734","repostType":2,"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478313094538104,"gmtCreate":1757807577551,"gmtModify":1757807579917,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478313094538104","repostId":"477800822612168","repostType":1,"repost":{"id":477800822612168,"gmtCreate":1757654519622,"gmtModify":1757654743929,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"【一周科技动态】NVDA到ORCL/AVGO—从“单核”到“多核”;TSLA上冲400的重要缘由","htmlText":"涨跌纷纭——一周大科技表现本周宏观主线:指数再创新高,但波动加剧。本周三大股指屡创收盘新高,其中纳斯达克在科技股带动下表现尤为强劲。不过,由于通胀(CPI年率上涨至2.9%,7月为2.7%)与就业数据(新增就业约22000个偏低,失业率上升至约4.3%,初请失业救济人数飙升至263000)不佳,市场情绪开始出现分歧,滞胀(stagnation + inflation)忧虑升温Oracle急涨引发AI概念炒作争议。AI叙事在 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 财报及云服务合同利好推动下一日大涨约36%,此举再次强调了市场对AI基础设施需求的强烈预期,但也引起 “AI泡沫“ 的担忧,尤其是当估值不断被推高且盈利增长未必全面持续时。市场普遍预期在9月FOMC会议上将出现第一次降息,预计幅度为25个基点。不过,由于通胀(尤其是服务类与住房)仍显坚韧,Fed 仍面临“放松政策”与“不破坏抗通胀信誉”的两难。数据呈现出就业松动 + 通胀回升的混合模式,这令 Fed 必须小心处理:如果降息太快或幅度太大,可能让通胀难以被遏制;如果不降则可能让经济增长和就业进一步承压。大科技本周继续保持稳定上行,至9月11日收盘,过去一周 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -4.07%, <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -1.37%, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +3.21%, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -2.43%,","listText":"涨跌纷纭——一周大科技表现本周宏观主线:指数再创新高,但波动加剧。本周三大股指屡创收盘新高,其中纳斯达克在科技股带动下表现尤为强劲。不过,由于通胀(CPI年率上涨至2.9%,7月为2.7%)与就业数据(新增就业约22000个偏低,失业率上升至约4.3%,初请失业救济人数飙升至263000)不佳,市场情绪开始出现分歧,滞胀(stagnation + inflation)忧虑升温Oracle急涨引发AI概念炒作争议。AI叙事在 <a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 财报及云服务合同利好推动下一日大涨约36%,此举再次强调了市场对AI基础设施需求的强烈预期,但也引起 “AI泡沫“ 的担忧,尤其是当估值不断被推高且盈利增长未必全面持续时。市场普遍预期在9月FOMC会议上将出现第一次降息,预计幅度为25个基点。不过,由于通胀(尤其是服务类与住房)仍显坚韧,Fed 仍面临“放松政策”与“不破坏抗通胀信誉”的两难。数据呈现出就业松动 + 通胀回升的混合模式,这令 Fed 必须小心处理:如果降息太快或幅度太大,可能让通胀难以被遏制;如果不降则可能让经济增长和就业进一步承压。大科技本周继续保持稳定上行,至9月11日收盘,过去一周 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -4.07%, <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -1.37%, <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> +3.21%, <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -2.43%,","text":"涨跌纷纭——一周大科技表现本周宏观主线:指数再创新高,但波动加剧。本周三大股指屡创收盘新高,其中纳斯达克在科技股带动下表现尤为强劲。不过,由于通胀(CPI年率上涨至2.9%,7月为2.7%)与就业数据(新增就业约22000个偏低,失业率上升至约4.3%,初请失业救济人数飙升至263000)不佳,市场情绪开始出现分歧,滞胀(stagnation + inflation)忧虑升温Oracle急涨引发AI概念炒作争议。AI叙事在 $甲骨文(ORCL)$ 财报及云服务合同利好推动下一日大涨约36%,此举再次强调了市场对AI基础设施需求的强烈预期,但也引起 “AI泡沫“ 的担忧,尤其是当估值不断被推高且盈利增长未必全面持续时。市场普遍预期在9月FOMC会议上将出现第一次降息,预计幅度为25个基点。不过,由于通胀(尤其是服务类与住房)仍显坚韧,Fed 仍面临“放松政策”与“不破坏抗通胀信誉”的两难。数据呈现出就业松动 + 通胀回升的混合模式,这令 Fed 必须小心处理:如果降息太快或幅度太大,可能让通胀难以被遏制;如果不降则可能让经济增长和就业进一步承压。大科技本周继续保持稳定上行,至9月11日收盘,过去一周 $苹果(AAPL)$ -4.07%, $微软(MSFT)$ -1.37%, $英伟达(NVDA)$ +3.21%, $亚马逊(AMZN)$ -2.43%,","images":[{"img":"https://static.tigerbbs.com/d82ed67668611d1ae64df0a4091ec9d8"},{"img":"https://static.tigerbbs.com/8a4df84740eea3f42b634a4f895936ec"},{"img":"https://static.tigerbbs.com/e76738fd22c00b9757c16b7e83aed1eb"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477800822612168","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467230056345752,"gmtCreate":1755086920020,"gmtModify":1755086921609,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467230056345752","repostId":"1171350818","repostType":2,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467229584310352,"gmtCreate":1755086899870,"gmtModify":1755086901473,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467229584310352","repostId":"1175896592","repostType":2,"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432405139882848,"gmtCreate":1746580028048,"gmtModify":1746580029818,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432405139882848","repostId":"430425020039192","repostType":1,"repost":{"id":430425020039192,"gmtCreate":1746105804669,"gmtModify":1746106721066,"author":{"id":"3484437268417355","authorId":"3484437268417355","name":"新途直上","avatar":"https://static.tigerbbs.com/37c57a5e6394fbb11cdf17bfe1c05e71","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484437268417355","idStr":"3484437268417355"},"themes":[],"title":"卖出认沽期权降低股票买入成本的策略解析","htmlText":"期权交易中,卖出认沽期权是一种高效的资金管理工具,尤其适用于长期看好标的资产但短期需优化成本的投资者。下面从策略原理、适用场景、风险控制及实际案例等方面展开分析 一、策略原理与核心逻辑 卖出认沽期权(Put Selling)的本质是收取权利金,同时承担在标的资产价格下跌时以约定行权价接盘的义务。这一策略的核心优势在于: 降低建仓成本:通过卖出认沽期权获得权利金,可抵消部分买入标的股票的成本。例如,若预期某股票将上涨,但当前资金不足,可通过卖出认沽期权锁定行权价,若期权未被行权,权利金直接转化为利润。 非对称风险收益:卖方的最大亏损为行权价与权利金的差额(有限风险),而潜在收益则随标的资产上涨无限扩大(无限收益)。 二、适用场景与操作条件 1. 市场预期: 短期不跌:预期标的资产价格小幅波动或横盘整理,如巴菲特在1993年通过卖出可口可乐认沽期权锁定成本时,认为短期存在回调风险但长期看好。 价值投资辅助:适用于已持有标的资产或计划长期持有,通过期权策略优化资金效率。 2. 资金管理: 当资金不足以直接买入股票时,可通过卖出认沽期权获得权利金,间接降低实际买入成本。例如,若行权价低于市价,接盘后实际成本为行权价减去权利金。 备兑开仓(Covered Put):持有标的股票并卖出认沽期权,通过权利金增厚收益,如巴菲特收购柏林顿北方铁路时通过期权降低收购成本约15%。 三、风险与收益分析 1. 收益上限: 权利金收入为固定收益,若标的资产未跌破行权价,卖方可直接赚取权利金。 例如,老张以0.0615元/份卖出虚值认沽期权,一周后平仓获利3,090元(权利金差价)。 2. 风险控制: 最大亏损:若标的资产价格大幅下跌至行权价以下,卖方需以行权价接盘,亏损为(行权价 - 权利金 - 当前股价)。 保证金要求:卖方需缴纳保证金以覆盖潜在义务,通常为权利金的一定比例。 四、经典案例解析 1","listText":"期权交易中,卖出认沽期权是一种高效的资金管理工具,尤其适用于长期看好标的资产但短期需优化成本的投资者。下面从策略原理、适用场景、风险控制及实际案例等方面展开分析 一、策略原理与核心逻辑 卖出认沽期权(Put Selling)的本质是收取权利金,同时承担在标的资产价格下跌时以约定行权价接盘的义务。这一策略的核心优势在于: 降低建仓成本:通过卖出认沽期权获得权利金,可抵消部分买入标的股票的成本。例如,若预期某股票将上涨,但当前资金不足,可通过卖出认沽期权锁定行权价,若期权未被行权,权利金直接转化为利润。 非对称风险收益:卖方的最大亏损为行权价与权利金的差额(有限风险),而潜在收益则随标的资产上涨无限扩大(无限收益)。 二、适用场景与操作条件 1. 市场预期: 短期不跌:预期标的资产价格小幅波动或横盘整理,如巴菲特在1993年通过卖出可口可乐认沽期权锁定成本时,认为短期存在回调风险但长期看好。 价值投资辅助:适用于已持有标的资产或计划长期持有,通过期权策略优化资金效率。 2. 资金管理: 当资金不足以直接买入股票时,可通过卖出认沽期权获得权利金,间接降低实际买入成本。例如,若行权价低于市价,接盘后实际成本为行权价减去权利金。 备兑开仓(Covered Put):持有标的股票并卖出认沽期权,通过权利金增厚收益,如巴菲特收购柏林顿北方铁路时通过期权降低收购成本约15%。 三、风险与收益分析 1. 收益上限: 权利金收入为固定收益,若标的资产未跌破行权价,卖方可直接赚取权利金。 例如,老张以0.0615元/份卖出虚值认沽期权,一周后平仓获利3,090元(权利金差价)。 2. 风险控制: 最大亏损:若标的资产价格大幅下跌至行权价以下,卖方需以行权价接盘,亏损为(行权价 - 权利金 - 当前股价)。 保证金要求:卖方需缴纳保证金以覆盖潜在义务,通常为权利金的一定比例。 四、经典案例解析 1","text":"期权交易中,卖出认沽期权是一种高效的资金管理工具,尤其适用于长期看好标的资产但短期需优化成本的投资者。下面从策略原理、适用场景、风险控制及实际案例等方面展开分析 一、策略原理与核心逻辑 卖出认沽期权(Put Selling)的本质是收取权利金,同时承担在标的资产价格下跌时以约定行权价接盘的义务。这一策略的核心优势在于: 降低建仓成本:通过卖出认沽期权获得权利金,可抵消部分买入标的股票的成本。例如,若预期某股票将上涨,但当前资金不足,可通过卖出认沽期权锁定行权价,若期权未被行权,权利金直接转化为利润。 非对称风险收益:卖方的最大亏损为行权价与权利金的差额(有限风险),而潜在收益则随标的资产上涨无限扩大(无限收益)。 二、适用场景与操作条件 1. 市场预期: 短期不跌:预期标的资产价格小幅波动或横盘整理,如巴菲特在1993年通过卖出可口可乐认沽期权锁定成本时,认为短期存在回调风险但长期看好。 价值投资辅助:适用于已持有标的资产或计划长期持有,通过期权策略优化资金效率。 2. 资金管理: 当资金不足以直接买入股票时,可通过卖出认沽期权获得权利金,间接降低实际买入成本。例如,若行权价低于市价,接盘后实际成本为行权价减去权利金。 备兑开仓(Covered Put):持有标的股票并卖出认沽期权,通过权利金增厚收益,如巴菲特收购柏林顿北方铁路时通过期权降低收购成本约15%。 三、风险与收益分析 1. 收益上限: 权利金收入为固定收益,若标的资产未跌破行权价,卖方可直接赚取权利金。 例如,老张以0.0615元/份卖出虚值认沽期权,一周后平仓获利3,090元(权利金差价)。 2. 风险控制: 最大亏损:若标的资产价格大幅下跌至行权价以下,卖方需以行权价接盘,亏损为(行权价 - 权利金 - 当前股价)。 保证金要求:卖方需缴纳保证金以覆盖潜在义务,通常为权利金的一定比例。 四、经典案例解析 1","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430425020039192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432404963205856,"gmtCreate":1746579717987,"gmtModify":1746579719544,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432404963205856","repostId":"432219824410800","repostType":1,"repost":{"id":432219824410800,"gmtCreate":1746548523160,"gmtModify":1746548555978,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"Sell in May,卖的是什么?","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 周三有美联储fomc会议,预计维持利率不变,在4.375%。市场预期年底前降息100基点,预计7月开始降息。我觉得会后有短暂波动,但近期最重要的还是关税谈判跟落地。谈到近期波动,就不得不提老生常谈的美股格言:Sell in May and go away。不过根据期权开仓情况来看,今年5月的卖出更像是在特指期权的卖出方。spy周一有两个重量级的长期大单,不太看好大盘前景,但也不愿意为触底进行投资。第一个重量级大单是sell call 570 <a href=\"https://laohu8.com/OPT/SPY%2020250731%20570.0%20CALL\">$SPY 20250731 570.0 CALL$</a> ,成交量1万手。行权价很激进选择570,但算上权利金21.68,意味着只要7月31日前spy不超过590即可获利。这也意味着交易者认为spy在7月底前很难站上120日均线。但实际上spy股价超过570后sell call保证金压力会很大,所以交易者可能就是按照低于570的思路去交易的。当然,不排除交易者持股所以并没有保证金压力。另外,本单有可能不是卖出,而是买入。因为本单成交价和买卖盘之间的距离很含糊,也不排除是看涨。单纯从看涨开仓角度考虑就是利好。另一个重量级大单是不花钱的看跌策略,卖出价外call和价外put覆盖看跌成本。一般交易者不愿意为趋势付出成本的时候,说明趋势有较大概率趋向于平缓或者相反方向:卖出 <a href=\"https://laohu8.com/OPT/SPY%2020250919%20615.0%20CALL\">$SPY 20250919 615.0 CALL$</a> ,成交量1.15万买入","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 周三有美联储fomc会议,预计维持利率不变,在4.375%。市场预期年底前降息100基点,预计7月开始降息。我觉得会后有短暂波动,但近期最重要的还是关税谈判跟落地。谈到近期波动,就不得不提老生常谈的美股格言:Sell in May and go away。不过根据期权开仓情况来看,今年5月的卖出更像是在特指期权的卖出方。spy周一有两个重量级的长期大单,不太看好大盘前景,但也不愿意为触底进行投资。第一个重量级大单是sell call 570 <a href=\"https://laohu8.com/OPT/SPY%2020250731%20570.0%20CALL\">$SPY 20250731 570.0 CALL$</a> ,成交量1万手。行权价很激进选择570,但算上权利金21.68,意味着只要7月31日前spy不超过590即可获利。这也意味着交易者认为spy在7月底前很难站上120日均线。但实际上spy股价超过570后sell call保证金压力会很大,所以交易者可能就是按照低于570的思路去交易的。当然,不排除交易者持股所以并没有保证金压力。另外,本单有可能不是卖出,而是买入。因为本单成交价和买卖盘之间的距离很含糊,也不排除是看涨。单纯从看涨开仓角度考虑就是利好。另一个重量级大单是不花钱的看跌策略,卖出价外call和价外put覆盖看跌成本。一般交易者不愿意为趋势付出成本的时候,说明趋势有较大概率趋向于平缓或者相反方向:卖出 <a href=\"https://laohu8.com/OPT/SPY%2020250919%20615.0%20CALL\">$SPY 20250919 615.0 CALL$</a> ,成交量1.15万买入","text":"$标普500ETF(SPY)$ 周三有美联储fomc会议,预计维持利率不变,在4.375%。市场预期年底前降息100基点,预计7月开始降息。我觉得会后有短暂波动,但近期最重要的还是关税谈判跟落地。谈到近期波动,就不得不提老生常谈的美股格言:Sell in May and go away。不过根据期权开仓情况来看,今年5月的卖出更像是在特指期权的卖出方。spy周一有两个重量级的长期大单,不太看好大盘前景,但也不愿意为触底进行投资。第一个重量级大单是sell call 570 $SPY 20250731 570.0 CALL$ ,成交量1万手。行权价很激进选择570,但算上权利金21.68,意味着只要7月31日前spy不超过590即可获利。这也意味着交易者认为spy在7月底前很难站上120日均线。但实际上spy股价超过570后sell call保证金压力会很大,所以交易者可能就是按照低于570的思路去交易的。当然,不排除交易者持股所以并没有保证金压力。另外,本单有可能不是卖出,而是买入。因为本单成交价和买卖盘之间的距离很含糊,也不排除是看涨。单纯从看涨开仓角度考虑就是利好。另一个重量级大单是不花钱的看跌策略,卖出价外call和价外put覆盖看跌成本。一般交易者不愿意为趋势付出成本的时候,说明趋势有较大概率趋向于平缓或者相反方向:卖出 $SPY 20250919 615.0 CALL$ ,成交量1.15万买入","images":[{"img":"https://static.tigerbbs.com/d7894a3824ebbc2e45338c8d63169778","width":"1042","height":"932"},{"img":"https://static.tigerbbs.com/53eb4847aefa13d67f085802b494adcd","width":"2512","height":"100"},{"img":"https://static.tigerbbs.com/99338347b35a641e6b31daffacf6e22b","width":"2330","height":"206"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432219824410800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432404184068368,"gmtCreate":1746579713779,"gmtModify":1746579715495,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432404184068368","repostId":"431854051709088","repostType":1,"repost":{"id":431854051709088,"gmtCreate":1746459093331,"gmtModify":1746459126574,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"下一步是回调?","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 市场整体反弹回关税前位置,然而并不是所有科技股都是同样的待遇,比如苹果,周五有大单卖出2.6万手6月到期240call <a href=\"https://laohu8.com/OPT/AAPL%2020250620%20240.0%20CALL\">$AAPL 20250620 240.0 CALL$</a>。 240这个位置有点说法,是3月10日美股暴跌前的位置,当天市场对美国经济健康状况的担忧扭转了投资者的风险偏好,美元指数一度跌至去年11月以来的最低点。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 微软财报利好带动市场周五直接反弹回关税前位置。不过当前这个位置争议很大,对于英伟达来说处于财报前看涨和回调压力两种叠加状态。具体表现为,周四有人开仓买入7万手5月23日到期115call <a href=\"https://laohu8.com/OPT/NVDA%2020250523%20115.0%20CALL\">$NVDA 20250523 115.0 CALL$</a> 。另一边空头在周四周五持续开仓买入看跌价差进行做空:买 <a href=\"https://laohu8.com/OPT/NVDA%2020250516%2099.0%20PUT\">$NVDA 20250516 99.0 PUT$</a>,卖 <a href=\"https://laohu8.com/OPT/NVDA%2020250516%2090.0%20PUT\">$NVDA 20250516 90.0 PUT$</a> 经过两天集中交易,目前5月16日99put未平仓数量达到8.2万手,也就是说这两周有概率英伟达会回调100。股价上限方面,机构本","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 市场整体反弹回关税前位置,然而并不是所有科技股都是同样的待遇,比如苹果,周五有大单卖出2.6万手6月到期240call <a href=\"https://laohu8.com/OPT/AAPL%2020250620%20240.0%20CALL\">$AAPL 20250620 240.0 CALL$</a>。 240这个位置有点说法,是3月10日美股暴跌前的位置,当天市场对美国经济健康状况的担忧扭转了投资者的风险偏好,美元指数一度跌至去年11月以来的最低点。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 微软财报利好带动市场周五直接反弹回关税前位置。不过当前这个位置争议很大,对于英伟达来说处于财报前看涨和回调压力两种叠加状态。具体表现为,周四有人开仓买入7万手5月23日到期115call <a href=\"https://laohu8.com/OPT/NVDA%2020250523%20115.0%20CALL\">$NVDA 20250523 115.0 CALL$</a> 。另一边空头在周四周五持续开仓买入看跌价差进行做空:买 <a href=\"https://laohu8.com/OPT/NVDA%2020250516%2099.0%20PUT\">$NVDA 20250516 99.0 PUT$</a>,卖 <a href=\"https://laohu8.com/OPT/NVDA%2020250516%2090.0%20PUT\">$NVDA 20250516 90.0 PUT$</a> 经过两天集中交易,目前5月16日99put未平仓数量达到8.2万手,也就是说这两周有概率英伟达会回调100。股价上限方面,机构本","text":"$苹果(AAPL)$ 市场整体反弹回关税前位置,然而并不是所有科技股都是同样的待遇,比如苹果,周五有大单卖出2.6万手6月到期240call $AAPL 20250620 240.0 CALL$。 240这个位置有点说法,是3月10日美股暴跌前的位置,当天市场对美国经济健康状况的担忧扭转了投资者的风险偏好,美元指数一度跌至去年11月以来的最低点。 $英伟达(NVDA)$ 微软财报利好带动市场周五直接反弹回关税前位置。不过当前这个位置争议很大,对于英伟达来说处于财报前看涨和回调压力两种叠加状态。具体表现为,周四有人开仓买入7万手5月23日到期115call $NVDA 20250523 115.0 CALL$ 。另一边空头在周四周五持续开仓买入看跌价差进行做空:买 $NVDA 20250516 99.0 PUT$,卖 $NVDA 20250516 90.0 PUT$ 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| 特朗普连任引领比特币上涨,精选ETF投资机会解析","htmlText":"2024年,美国总统选举结果揭晓,特朗普成功连任,再次当选美国第47任总统。特朗普在竞选期间承诺将美国打造成“全球加密货币之都”,并提出创建战略性比特币储备、出台支持数字资产的政策等举措。随着他赢得选举,比特币价格也随之上涨,吸引了投资者的广泛关注。本文将探讨特朗普连任对比特币价格的影响,以及相关ETF的投资机会。特朗普连任与比特币的上涨自特朗普选举胜利以来,比特币价格已上涨约16%(截至11月11日),这与特朗普在竞选中承诺推动加密货币发展的政策不无关系。特朗普提议将美国推向数字资产领域的前沿,这一立场无疑为比特币等加密货币提供了更多的市场预期与信心。此外,今年比特币的涨幅也非常可观。自2024年初以来,比特币价格已上涨约101%(截至11月11日)。这一上涨不仅得益于特朗普连任的预期,也与美联储的降息政策密切相关。美联储在9月和11月的两次降息为加密货币市场提供了有力支撑,进一步刺激了投资者的风险偏好,使得比特币的上涨势头愈加强劲。比特币与美元的反向关系美联储的降息通常会导致美元走弱,因为投资者往往寻找能够对抗美元贬值的资产。比特币作为数字货币,正逐渐成为许多投资者规避美元贬值的工具。此外,降息还增强了市场的风险偏好,推动资金流入比特币等高风险资产。近期的数据也表明,零售投资者对加密货币市场的兴趣正在回升。根据Google Trends数据显示,特朗普选举胜利后的比特币搜索量激增,表明公众对比特币的关注度正在恢复。随着比特币市场热度的上升,分析师普遍认为,比特币价格可能会在未来几个月继续上涨,甚至突破10万美元的大关。投资者应关注的比特币相关ETF对于投资者来说,比特币及其他数字资产的投资机会并不仅限于直接购买比特币。许多比特币ETF(交易所交易基金)为投资者提供了更为便捷的投资渠道。以下是几只值得关注的比特币相关ETF:","listText":"2024年,美国总统选举结果揭晓,特朗普成功连任,再次当选美国第47任总统。特朗普在竞选期间承诺将美国打造成“全球加密货币之都”,并提出创建战略性比特币储备、出台支持数字资产的政策等举措。随着他赢得选举,比特币价格也随之上涨,吸引了投资者的广泛关注。本文将探讨特朗普连任对比特币价格的影响,以及相关ETF的投资机会。特朗普连任与比特币的上涨自特朗普选举胜利以来,比特币价格已上涨约16%(截至11月11日),这与特朗普在竞选中承诺推动加密货币发展的政策不无关系。特朗普提议将美国推向数字资产领域的前沿,这一立场无疑为比特币等加密货币提供了更多的市场预期与信心。此外,今年比特币的涨幅也非常可观。自2024年初以来,比特币价格已上涨约101%(截至11月11日)。这一上涨不仅得益于特朗普连任的预期,也与美联储的降息政策密切相关。美联储在9月和11月的两次降息为加密货币市场提供了有力支撑,进一步刺激了投资者的风险偏好,使得比特币的上涨势头愈加强劲。比特币与美元的反向关系美联储的降息通常会导致美元走弱,因为投资者往往寻找能够对抗美元贬值的资产。比特币作为数字货币,正逐渐成为许多投资者规避美元贬值的工具。此外,降息还增强了市场的风险偏好,推动资金流入比特币等高风险资产。近期的数据也表明,零售投资者对加密货币市场的兴趣正在回升。根据Google Trends数据显示,特朗普选举胜利后的比特币搜索量激增,表明公众对比特币的关注度正在恢复。随着比特币市场热度的上升,分析师普遍认为,比特币价格可能会在未来几个月继续上涨,甚至突破10万美元的大关。投资者应关注的比特币相关ETF对于投资者来说,比特币及其他数字资产的投资机会并不仅限于直接购买比特币。许多比特币ETF(交易所交易基金)为投资者提供了更为便捷的投资渠道。以下是几只值得关注的比特币相关ETF:","text":"2024年,美国总统选举结果揭晓,特朗普成功连任,再次当选美国第47任总统。特朗普在竞选期间承诺将美国打造成“全球加密货币之都”,并提出创建战略性比特币储备、出台支持数字资产的政策等举措。随着他赢得选举,比特币价格也随之上涨,吸引了投资者的广泛关注。本文将探讨特朗普连任对比特币价格的影响,以及相关ETF的投资机会。特朗普连任与比特币的上涨自特朗普选举胜利以来,比特币价格已上涨约16%(截至11月11日),这与特朗普在竞选中承诺推动加密货币发展的政策不无关系。特朗普提议将美国推向数字资产领域的前沿,这一立场无疑为比特币等加密货币提供了更多的市场预期与信心。此外,今年比特币的涨幅也非常可观。自2024年初以来,比特币价格已上涨约101%(截至11月11日)。这一上涨不仅得益于特朗普连任的预期,也与美联储的降息政策密切相关。美联储在9月和11月的两次降息为加密货币市场提供了有力支撑,进一步刺激了投资者的风险偏好,使得比特币的上涨势头愈加强劲。比特币与美元的反向关系美联储的降息通常会导致美元走弱,因为投资者往往寻找能够对抗美元贬值的资产。比特币作为数字货币,正逐渐成为许多投资者规避美元贬值的工具。此外,降息还增强了市场的风险偏好,推动资金流入比特币等高风险资产。近期的数据也表明,零售投资者对加密货币市场的兴趣正在回升。根据Google Trends数据显示,特朗普选举胜利后的比特币搜索量激增,表明公众对比特币的关注度正在恢复。随着比特币市场热度的上升,分析师普遍认为,比特币价格可能会在未来几个月继续上涨,甚至突破10万美元的大关。投资者应关注的比特币相关ETF对于投资者来说,比特币及其他数字资产的投资机会并不仅限于直接购买比特币。许多比特币ETF(交易所交易基金)为投资者提供了更为便捷的投资渠道。以下是几只值得关注的比特币相关ETF:","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370520723419136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308800189714464,"gmtCreate":1716418476028,"gmtModify":1716427907812,"author":{"id":"22255755744717","authorId":"22255755744717","name":"杰西美","avatar":"https://static.tigerbbs.com/d3c0aa616753850d690bd02693014afe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"22255755744717","idStr":"22255755744717"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308800189714464","repostId":"1124906002","repostType":2,"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}