陈为之的个人主页 - 老虎社区

陈为之

陈为之

平常心

IP属地：江苏

33关注

19粉丝

0主题

0勋章

2025-08-07

$礼来(LLY)$ 财报超预期、展望超预期，特朗普医药关税相关影响较小。口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意]

2025-07-31

$Robinhood(HOOD)$ 边际递减的业务模式，这么高的估值完全不符合逻辑

2025-07-29

如果减肥药整体市场不好，礼来也好不了，而且礼来那么高的估值顶不住的

2025-07-24

如老马所说，Q4、明年Q1、Q2都会很难，耐心等待

@陈为之:$特斯拉(TSLA)$ “大而美”法案削减补贴、市场竞争导致销量持续下滑，预计特斯拉可能会扭盈为亏，经历一段黑暗时刻。等待FSD大规模商用和cybercab上量，起码得2027年了

2025-07-16

$礼来(LLY)$ 这种莫名其妙的大跌最适合捡便宜了，简直就是送钱[财迷]

2025-07-02

$特斯拉(TSLA)$ “大而美”法案削减补贴、市场竞争导致销量持续下滑，预计特斯拉可能会扭盈为亏，经历一段黑暗时刻。等待FSD大规模商用和cybercab上量，起码得2027年了

2025-06-30

$苹果(AAPL)$ 今天收涨，下个目标215

2025-04-25

$腾讯控股(00700)$ 谷歌财报一出，基本宣告接下来Meta、腾讯财报明牌了，广告业务稳健，AI、云继续增长。买一点CALL

2025-03-10

没看到行动之前不要买，集中精力把车做好才是正事

抱歉，原内容已删除

2025-03-07

5月再说，先等等

抱歉，原内容已删除

2025-02-07

买单腿期权，还是末日，基本和赌钱一样[笑哭]刺激但亏钱

2025-02-02

接财神，等老鲍降息

2025-01-29

福启新岁，巳巳如意，蛇年发大财[美金][美金][美金] @胖虎哒哒 @期权小班长

2025-01-24

做为深度期权爱好者，刚完成了一笔腾讯的末日call，这还是我第一次交易港股期权。总体感受是： 1.流动性差，选择腾讯的末日期权因为这已经是港股市场最活跃的标的了，但是报价和成交提心吊胆； 2.综合来看适合做期权卖方，可以是sell put抄底或者有持仓做sell covered call 收租； 3.尽量不要单买

@陈为之:$腾讯控股(00700)$ 刚刚开仓了腾讯，从财务数据看真的很便宜，就是没啥想象空间。少量配置，权且当作“备用金”，如果有意外之喜就更好了。

2025-01-23

$腾讯控股(00700)$ 刚刚开仓了腾讯，从财务数据看真的很便宜，就是没啥想象空间。少量配置，权且当作“备用金”，如果有意外之喜就更好了。

2025-01-22

$博通(AVGO)$ 随着星际之门项目启动，全球政府主导的大规模AI基础设施建设投入会越来越多，NV、台积电、ARM、博通确定性最大

2025-01-11

$Coinbase Global, Inc.(COIN)$ 今天是很好的买点。20日上任后颁布行政命令，利好刺激一波。控制仓位，只买入少量看涨期权

2025-01-06

希望25年不再追求短期收益，转变心态，实现长期稳定增长。买入并持有加密货币相关，能源和AI数据中心。

2024-12-24

$Coinbase Global, Inc.(COIN)$ 山寨活跃，每日成交额提高，未来一个月看好新高

2024-12-24

$英伟达(NVDA)$ 止盈一部分，继续看涨

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口服试剂实验数据平均减重12.4%，不及预期（13%-15%）导致大跌，如果考虑制剂难度，生产成本等因素，竞争力比NVO的药差吗？相信礼来的实力，先把计划仓位打满，后续边走边看[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/465101535863272","isVote":1,"tweetType":1,"viewCount":5264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203133512682302","authorId":"4203133512682302","name":"hiigee","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4203133512682302","idStr":"4203133512682302"},"content":"礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理","text":"礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理","html":"礼来的股价什么时候跟诺和诺德的口服药比了？股价是跟未来增长预期比，预期不行，这PE就要往下掉，本身LLY的PE就非常高，腰斩是合理"},{"author":{"id":"3565002919737341","authorId":"3565002919737341","name":"完全体进化","avatar":"https://static.tigerbbs.com/e44fd0f1ed66b1e71fa9d4c53fc7a43b","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3565002919737341","idStr":"3565002919737341"},"content":"之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。","text":"之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。","html":"之前涨的太多了，只要有一丢预期没有达成，那就会跌一跌，好事情。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462626204520824,"gmtCreate":1753951576999,"gmtModify":1753951578175,"author":{"id":"3474501087447989","authorId":"3474501087447989","name":"陈为之","avatar":"https://static.tigerbbs.com/0d8fda2682b25b78a706b6ebca366c7e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3474501087447989","idStr":"3474501087447989"},"themes":[],"htmlText":"<a 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第二，ARM的专利诉讼案。简单来说，高通本身的ARM授权不包含针对底层架构的重新编译，高通为了自研架构的目的，直接收购了具有编译权的公司nuvia，在此基础上开发了Oyron架构。归根结底，还是在arm架构的基础上开发的，所以诉讼案大概率以高通赔付一大笔专利费结案； 第三，AI PC不及预期，X-Elite的表现可以用拉垮来形容。最近市面上同期推出的新CPU，简单来说：英特尔垃圾、高通不及格、AMD超神； 第四，高通骁龙很强，但是高端安卓机销量预期将会下滑，尤其是中国市场，对营收的影响还是很大的。 当然也有好消息，智能座舱业务发展很快，但是占比太小。 综上，目前价位继续持有高通的性价比不高。 仅为个人观点。","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 财报超预期，展望超预期，盘前股价大涨8%，看起来一切都很完美，但是容我来泼点冷水。 第一，苹果第二次尝试自研基带芯片，预期2026年全面摆脱对高通的依赖； 第二，ARM的专利诉讼案。简单来说，高通本身的ARM授权不包含针对底层架构的重新编译，高通为了自研架构的目的，直接收购了具有编译权的公司nuvia，在此基础上开发了Oyron架构。归根结底，还是在arm架构的基础上开发的，所以诉讼案大概率以高通赔付一大笔专利费结案； 第三，AI PC不及预期，X-Elite的表现可以用拉垮来形容。最近市面上同期推出的新CPU，简单来说：英特尔垃圾、高通不及格、AMD超神； 第四，高通骁龙很强，但是高端安卓机销量预期将会下滑，尤其是中国市场，对营收的影响还是很大的。 当然也有好消息，智能座舱业务发展很快，但是占比太小。 综上，目前价位继续持有高通的性价比不高。 仅为个人观点。","text":"$高通(QCOM)$ 财报超预期，展望超预期，盘前股价大涨8%，看起来一切都很完美，但是容我来泼点冷水。 第一，苹果第二次尝试自研基带芯片，预期2026年全面摆脱对高通的依赖； 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买入并持有加密货币相关，能源和AI数据中心。","images":[{"img":"https://static.tigerbbs.com/cb35ab2c3327ea9dafcf2480c21be55a","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/e23b309e6ac80f97269544ac73bc27d2","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/5b8b1c989a4fc151cbdb5d1c791e0961","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/389750701945224","isVote":1,"tweetType":1,"viewCount":3492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":395620485452216,"gmtCreate":1737614882282,"gmtModify":1737614884091,"author":{"id":"3474501087447989","authorId":"3474501087447989","name":"陈为之","avatar":"https://static.tigerbbs.com/0d8fda2682b25b78a706b6ebca366c7e","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474501087447989","authorIdStr":"3474501087447989"},"themes":[],"htmlText":"<a 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总体感受是： 1.流动性差，选择腾讯的末日期权因为这已经是港股市场最活跃的标的了，但是报价和成交提心吊胆； 2.综合来看适合做期权卖方，可以是sell put抄底或者有持仓做sell covered call 收租； 3.尽量不要单买","text":"做为深度期权爱好者，刚完成了一笔腾讯的末日call，这还是我第一次交易港股期权。 总体感受是： 1.流动性差，选择腾讯的末日期权因为这已经是港股市场最活跃的标的了，但是报价和成交提心吊胆； 2.综合来看适合做期权卖方，可以是sell put抄底或者有持仓做sell covered call 收租； 3.尽量不要单买","html":"做为深度期权爱好者，刚完成了一笔腾讯的末日call，这还是我第一次交易港股期权。 总体感受是： 1.流动性差，选择腾讯的末日期权因为这已经是港股市场最活跃的标的了，但是报价和成交提心吊胆； 2.综合来看适合做期权卖方，可以是sell put抄底或者有持仓做sell covered call 收租； 3.尽量不要单买"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}