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DTSniper
十年美国日内交易经验,前纽约Day Trader
IP属地:广东
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DTSniper
2023-10-20
$QQQ 20231020 357.0 CALL$
哟
DTSniper
2023-10-20
$QQQ 20231020 357.0 CALL$
博个反弹
DTSniper
2023-10-12
简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed minutes出来前过不了,还会回到早盘低点。交易本身预期不高,所以赚50%多就匆匆止盈,但止盈时其实还没回到早盘低点,在这一点上没有按计划执行。 //
@DTSniper
:
$QQQ 20231011 370.0 PUT$
试一把,回测今天低点
@DTSniper:
$QQQ 20231011 370.0 PUT$
试一把,回测今天低点
DTSniper
2023-10-11
$QQQ 20231011 370.0 PUT$
试一把,回测今天低点
DTSniper
2023-09-29
简单复盘:昨天总算吃了一个翻倍,赚107%。买入点接近完美,在30分钟出现买入信号后埋伏等突破,不过前两天操作不那么顺还是影响了一点心理,只要了一个最低目标,而且是在突破确定后提前放卖单,以防像周二那样顾着晒单结果被埋,没想到手速比市场慢了一点,还没来得及点分享持仓已经卖出了。随后直线拉升,这单最多可以翻四倍。虽然错过了扩大战果的机会,但节前做了一单翻倍还是不错的,祝虎友们中秋快乐!//
@DTSniper
:
$QQQ 20230928 357.0 CALL$
再来,赌一个突破
@DTSniper:
$QQQ 20230928 357.0 CALL$
再来,赌一个突破
DTSniper
2023-09-28
$QQQ 20230928 357.0 CALL$
再来,赌一个突破
DTSniper
2023-09-28
垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的//
@DTSniper
:
$QQQ 20230927 354.0 CALL$
终于等到你
@DTSniper:
$QQQ 20230927 354.0 CALL$
终于等到你
DTSniper
2023-09-28
$QQQ 20230927 354.0 CALL$
终于等到你
DTSniper
2023-09-27
$QQQ 20230927 354.0 CALL$
看看行不行
DTSniper
2023-09-26
$QQQ 20230926 357.0 CALL$
我胡汉三又肥来了
DTSniper
2023-09-26
$QQQ 20230926 357.0 CALL$
这回真要跪[笑哭]
DTSniper
2023-09-22
$QQQ 20230922 361.0 CALL$
我好像又行了[笑哭]
DTSniper
2023-09-22
$QQQ 20230922 361.0 CALL$
看着要跪[笑哭]
DTSniper
2023-09-19
0DTE期权产品越来越多了。先小试牛刀,看看每周瞅准机会梭哈末日期权,效果如何[财迷]
DTSniper
2023-09-17
@船长每日观察
这篇最后有论证十年国债利率涨到4.5%以上的可能性,主要看通胀预期
@小虎资管:市场复盘:美国经济强韧性下,如何调整配置
DTSniper
2023-06-12
巴伦魔咒了解一下?[笑哭]
抱歉,原内容已删除
DTSniper
2023-05-08
虽然股指还没确认突破,确实向上的可能更大
@小虎资管:市场复盘:加息暂停,滞胀依旧,珍惜衰退前的好时光
DTSniper
2023-04-22
好文,要是能看到中小银行的利息收入break down就更好了
@美股解毒师:银行业Q1披露过半,硅谷银行事件影响几何?
DTSniper
2023-03-26
看来文心一言的工程师忽悠不了大众,只能忽悠忽悠李彦宏[笑哭]
抱歉,原内容已删除
DTSniper
2022-12-19
逆全球化的话,会出现投资实体回报相对投资互联网回报均值回归,劳动报酬相对资产回报均值回归,财政政策比货币政策更重要
@小虎资管:老虎独家|2023年投资主线的演变
去老虎APP查看更多动态
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href=\"https://laohu8.com/OPT/QQQ 20231020 357.0 CALL\">$QQQ 20231020 357.0 CALL$ </a>博个反弹","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20231020 357.0 CALL\">$QQQ 20231020 357.0 CALL$ </a>博个反弹","text":"$QQQ 20231020 357.0 CALL$ 博个反弹","images":[{"img":"https://static.tigerbbs.com/ca47a5b69e72fd3de4c2ac43eac13fdd","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/232596326465640","isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":229639334375592,"gmtCreate":1697091098762,"gmtModify":1697091280619,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed minutes出来前过不了,还会回到早盘低点。交易本身预期不高,所以赚50%多就匆匆止盈,但止盈时其实还没回到早盘低点,在这一点上没有按计划执行。 //<a href=\"https://laohu8.com/U/3515369000963941\">@DTSniper</a>:<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","listText":"简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed minutes出来前过不了,还会回到早盘低点。交易本身预期不高,所以赚50%多就匆匆止盈,但止盈时其实还没回到早盘低点,在这一点上没有按计划执行。 //<a href=\"https://laohu8.com/U/3515369000963941\">@DTSniper</a>:<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","text":"简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed minutes出来前过不了,还会回到早盘低点。交易本身预期不高,所以赚50%多就匆匆止盈,但止盈时其实还没回到早盘低点,在这一点上没有按计划执行。 //@DTSniper:$QQQ 20231011 370.0 PUT$ 试一把,回测今天低点","images":[{"img":"https://static.tigerbbs.com/fb56f68527d322273757a27113865848"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229639334375592","repostId":"229416259277072","repostType":1,"repost":{"id":229416259277072,"gmtCreate":1697036696569,"gmtModify":1697039862920,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","text":"$QQQ 20231011 370.0 PUT$ 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</a>试一把,回测今天低点","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","text":"$QQQ 20231011 370.0 PUT$ 试一把,回测今天低点","images":[{"img":"https://static.tigerbbs.com/13cb4937dd7923098a3d0f7589b6adc9","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":6,"link":"https://laohu8.com/post/229416259277072","isVote":1,"tweetType":1,"viewCount":3432,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3515369000963941"},"content":"简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed 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再来,赌一个突破","images":[{"img":"https://static.tigerbbs.com/40a1cc1f0c7ea1f619daeed1d97b3019","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/225059127873608","repostId":"224893419454712","repostType":1,"repost":{"id":224893419454712,"gmtCreate":1695913688790,"gmtModify":1695914364122,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230928 357.0 CALL\">$QQQ 20230928 357.0 CALL$ </a>再来,赌一个突破","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230928 357.0 CALL\">$QQQ 20230928 357.0 CALL$ </a>再来,赌一个突破","text":"$QQQ 20230928 357.0 CALL$ 再来,赌一个突破","images":[{"img":"https://static.tigerbbs.com/40a1cc1f0c7ea1f619daeed1d97b3019","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224893419454712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2997,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579612413176972","authorId":"3579612413176972","authorIdStr":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/231a2860cddd1bf2ffc3c16938f4673d","crmLevel":8,"crmLevelSwitch":1,"idStr":"3579612413176972"},"content":"厉害了 [强] 这个节奏把握的","text":"厉害了 [强] 这个节奏把握的","html":"厉害了 [强] 这个节奏把握的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":224893419454712,"gmtCreate":1695913688790,"gmtModify":1695914364122,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230928 357.0 CALL\">$QQQ 20230928 357.0 CALL$ </a>再来,赌一个突破","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230928 357.0 CALL\">$QQQ 20230928 357.0 CALL$ </a>再来,赌一个突破","text":"$QQQ 20230928 357.0 CALL$ 再来,赌一个突破","images":[{"img":"https://static.tigerbbs.com/40a1cc1f0c7ea1f619daeed1d97b3019","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":6,"link":"https://laohu8.com/post/224893419454712","isVote":1,"tweetType":1,"viewCount":3645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3515369000963941"},"content":"简单复盘:昨天总算吃了一个翻倍,赚107%。买入点接近完美,在30分钟出现买入信号后埋伏等突破,不过前两天操作不那么顺还是影响了一点心理,只要了一个最低目标,而且是在突破确定后提前放卖单,以防像周二那样顾着晒单结果被埋,没想到手速比市场慢了一点,还没来得及点分享持仓已经卖出了。随后直线拉升,这单最多可以翻四倍。虽然错过了扩大战果的机会,但节前做了一单翻倍还是不错的,祝虎友们中秋快乐!","text":"简单复盘:昨天总算吃了一个翻倍,赚107%。买入点接近完美,在30分钟出现买入信号后埋伏等突破,不过前两天操作不那么顺还是影响了一点心理,只要了一个最低目标,而且是在突破确定后提前放卖单,以防像周二那样顾着晒单结果被埋,没想到手速比市场慢了一点,还没来得及点分享持仓已经卖出了。随后直线拉升,这单最多可以翻四倍。虽然错过了扩大战果的机会,但节前做了一单翻倍还是不错的,祝虎友们中秋快乐!","html":"简单复盘:昨天总算吃了一个翻倍,赚107%。买入点接近完美,在30分钟出现买入信号后埋伏等突破,不过前两天操作不那么顺还是影响了一点心理,只要了一个最低目标,而且是在突破确定后提前放卖单,以防像周二那样顾着晒单结果被埋,没想到手速比市场慢了一点,还没来得及点分享持仓已经卖出了。随后直线拉升,这单最多可以翻四倍。虽然错过了扩大战果的机会,但节前做了一单翻倍还是不错的,祝虎友们中秋快乐!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":224718219210968,"gmtCreate":1695870848951,"gmtModify":1695871176360,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的//<a 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终于等到你","images":[{"img":"https://static.tigerbbs.com/5e1121f498822a582b7cbc407b58f420","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/224718219210968","repostId":"224590606438648","repostType":1,"repost":{"id":224590606438648,"gmtCreate":1695839759830,"gmtModify":1695841228363,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>终于等到你","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>终于等到你","text":"$QQQ 20230927 354.0 CALL$ 终于等到你","images":[{"img":"https://static.tigerbbs.com/5e1121f498822a582b7cbc407b58f420","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224590606438648","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2765,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3559984961569694"},"content":"怎么你也在深圳吗 [得意]","text":"怎么你也在深圳吗 [得意]","html":"怎么你也在深圳吗 [得意]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":224590606438648,"gmtCreate":1695839759830,"gmtModify":1695841228363,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>终于等到你","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>终于等到你","text":"$QQQ 20230927 354.0 CALL$ 终于等到你","images":[{"img":"https://static.tigerbbs.com/5e1121f498822a582b7cbc407b58f420","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":4,"link":"https://laohu8.com/post/224590606438648","isVote":1,"tweetType":1,"viewCount":4593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3515369000963941"},"content":"垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的","text":"垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的","html":"垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":224551399506128,"gmtCreate":1695830119864,"gmtModify":1695832991814,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>看看行不行","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>看看行不行","text":"$QQQ 20230927 354.0 CALL$ 看看行不行","images":[{"img":"https://static.tigerbbs.com/050ad0328a09ae1c6f14e99efcd0e91e","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224551399506128","isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":224060584407296,"gmtCreate":1695739573639,"gmtModify":1695742064322,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230926 357.0 CALL\">$QQQ 20230926 357.0 CALL$ </a>我胡汉三又肥来了","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230926 357.0 CALL\">$QQQ 20230926 357.0 CALL$ </a>我胡汉三又肥来了","text":"$QQQ 20230926 357.0 CALL$ 我胡汉三又肥来了","images":[{"img":"https://static.tigerbbs.com/3a585e0d62b8836d8c99900d513b0562","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/224060584407296","isVote":1,"tweetType":1,"viewCount":4151,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3515369000963941"},"content":"这个期权后来归零了,亏损100%,但在操作上昨天错误太多,有以下几点值得总结一下:1. 昨天买入这个QQQ 357 call的判断,是基于纳指开盘半小时向下破位后动能不算强,一旦政府关门谈判出现进展,有机会逆转回到原盘整区间357-363,这样的话末日call有至少两三倍的空间;2. 买入时机有点操之过急,没有等到放量大阴棒稳住后下手;3. 一波反抽在开盘半小时的低点受阻后,没有及时止损。事实上在午盘两波反弹都回不到开盘半小时低点时,日内向下突破趋势成立的概率已经很大了,及时止损大概会亏50%,但将剩余的50%再买个put,还是能再赚个翻倍的。日内末日期权机会很多,不应在市场没按照事先计划运行时继续认死理,换个角度立刻海阔天空[笑哭]","text":"这个期权后来归零了,亏损100%,但在操作上昨天错误太多,有以下几点值得总结一下:1. 昨天买入这个QQQ 357 call的判断,是基于纳指开盘半小时向下破位后动能不算强,一旦政府关门谈判出现进展,有机会逆转回到原盘整区间357-363,这样的话末日call有至少两三倍的空间;2. 买入时机有点操之过急,没有等到放量大阴棒稳住后下手;3. 一波反抽在开盘半小时的低点受阻后,没有及时止损。事实上在午盘两波反弹都回不到开盘半小时低点时,日内向下突破趋势成立的概率已经很大了,及时止损大概会亏50%,但将剩余的50%再买个put,还是能再赚个翻倍的。日内末日期权机会很多,不应在市场没按照事先计划运行时继续认死理,换个角度立刻海阔天空[笑哭]","html":"这个期权后来归零了,亏损100%,但在操作上昨天错误太多,有以下几点值得总结一下:1. 昨天买入这个QQQ 357 call的判断,是基于纳指开盘半小时向下破位后动能不算强,一旦政府关门谈判出现进展,有机会逆转回到原盘整区间357-363,这样的话末日call有至少两三倍的空间;2. 买入时机有点操之过急,没有等到放量大阴棒稳住后下手;3. 一波反抽在开盘半小时的低点受阻后,没有及时止损。事实上在午盘两波反弹都回不到开盘半小时低点时,日内向下突破趋势成立的概率已经很大了,及时止损大概会亏50%,但将剩余的50%再买个put,还是能再赚个翻倍的。日内末日期权机会很多,不应在市场没按照事先计划运行时继续认死理,换个角度立刻海阔天空[笑哭]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":224054344179896,"gmtCreate":1695737925109,"gmtModify":1695738499784,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230926 357.0 CALL\">$QQQ 20230926 357.0 CALL$ </a>这回真要跪[笑哭] ","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230926 357.0 CALL\">$QQQ 20230926 357.0 CALL$ </a>这回真要跪[笑哭] ","text":"$QQQ 20230926 357.0 CALL$ 这回真要跪[笑哭]","images":[{"img":"https://static.tigerbbs.com/4d23ef441ded07c0e18ceb962ca081ad","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/224054344179896","isVote":1,"tweetType":1,"viewCount":3542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":222645172957272,"gmtCreate":1695393324882,"gmtModify":1695393328654,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230922 361.0 CALL\">$QQQ 20230922 361.0 CALL$ </a>我好像又行了[笑哭] ","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230922 361.0 CALL\">$QQQ 20230922 361.0 CALL$ </a>我好像又行了[笑哭] ","text":"$QQQ 20230922 361.0 CALL$ 我好像又行了[笑哭]","images":[{"img":"https://static.tigerbbs.com/43489a68da23efb8c64b6dafa2b87c94","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":7,"link":"https://laohu8.com/post/222645172957272","isVote":1,"tweetType":1,"viewCount":9798,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484871130175544","authorId":"3484871130175544","authorIdStr":"3484871130175544","name":"点点的小爸爸","avatar":"https://static.tigerbbs.com/03a7c4a48ae975b463927daa173b62c3","crmLevel":5,"crmLevelSwitch":1,"idStr":"3484871130175544"},"content":"太冒险了,不敢做。小仓位又觉得没意义","text":"太冒险了,不敢做。小仓位又觉得没意义","html":"太冒险了,不敢做。小仓位又觉得没意义"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":222640359493744,"gmtCreate":1695392150973,"gmtModify":1695394743395,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230922 361.0 CALL\">$QQQ 20230922 361.0 CALL$ </a>看着要跪[笑哭] ","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230922 361.0 CALL\">$QQQ 20230922 361.0 CALL$ </a>看着要跪[笑哭] ","text":"$QQQ 20230922 361.0 CALL$ 看着要跪[笑哭]","images":[{"img":"https://static.tigerbbs.com/6a6319aeba8c5caaf658a567fd10849c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/222640359493744","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":221588490092560,"gmtCreate":1695135350268,"gmtModify":1695136507249,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"0DTE期权产品越来越多了。先小试牛刀,看看每周瞅准机会梭哈末日期权,效果如何[财迷] ","listText":"0DTE期权产品越来越多了。先小试牛刀,看看每周瞅准机会梭哈末日期权,效果如何[财迷] ","text":"0DTE期权产品越来越多了。先小试牛刀,看看每周瞅准机会梭哈末日期权,效果如何[财迷]","images":[{"img":"https://static.tigerbbs.com/a11f853491a29e9e91abafdb982d5c8c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/221588490092560","isVote":1,"tweetType":1,"viewCount":1989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":220760916979712,"gmtCreate":1694917964115,"gmtModify":1694917965801,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3572940235335615\">@船长每日观察 </a>这篇最后有论证十年国债利率涨到4.5%以上的可能性,主要看通胀预期","listText":"<a href=\"https://laohu8.com/U/3572940235335615\">@船长每日观察 </a>这篇最后有论证十年国债利率涨到4.5%以上的可能性,主要看通胀预期","text":"@船长每日观察 这篇最后有论证十年国债利率涨到4.5%以上的可能性,主要看通胀预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220760916979712","repostId":"220219898826912","repostType":1,"repost":{"id":220219898826912,"gmtCreate":1694785830421,"gmtModify":1694786490777,"author":{"id":"4125646752954172","authorId":"4125646752954172","authorIdStr":"4125646752954172","name":"小虎资管","avatar":"https://static.tigerbbs.com/d8da3f07459c2d29a0886a158ed1bedf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125646752954172"},"themes":[],"title":"市场复盘:美国经济强韧性下,如何调整配置","htmlText":"随着美联储加息接近尾声,而美国经济依旧韧性十足,市场已基本放弃了美国与全球经济即将走向衰退的预期。美国银行发布的9月全球基金经理调查显示,认为全球经济(不含中国)将软着陆或不着陆的比例提升到了74%。除此之外,亚特兰大美联储每日公布的美国GDP预测值(GDPNow),也来到了最近一年最高的位置。 来源:彭博 那么,美国经济的韧性真的足以跨越经济周期,实现原地起飞,带领美股再创新高吗?我们先回顾一下全球大类资产表现。 一、7月与8月资产表现回顾 过去两个月,全球主要大类资产大多经历了一番过山车行情。总体而言,以原油为首的大宗商品表现最好,美股其次。而在美元上涨、美国经济软着陆预期加强,以及美国国债重新大量发行的背景下,大中华区股票、非美货币和美国长期债券均表现不佳。 来源:彭博,所有收益为美元计价全收益 而在我们7月初给出的资产配置标的中,美股油气开采股一枝独秀,除了美国长期国债之外,其余资产均录得正收益。 来源:彭博,所有收益为美元计价全收益 二、市场解读 1. 财政盛宴支撑美国经济 疫情后,在美联储的无限量QE和美国财政大宽松的双重刺激下,美国经济迅速在2021年出现了一波过热增长,同时也带来了通胀问题。于是2022年初美联储急打方向盘,迅速转向紧缩,使美国经济增长和通胀都得到了降温。不过在此期间,美国的财政支出始终维持在高于长期趋势线的水平,支撑了美国制造业回流和再工业化的战略。 来源:Wind 在充沛的财政刺激之下,标普500指数成分公司的预期资本开支近三年在加速扩张,同时制造业就业人数也显著超过了疫情前的高点,并没有受到美联储加息缩表的影响。 来源:彭博 美国居民疫情后普遍涨工资,有了超额储蓄,尤其是风口上的制造业就业人员,今年以来工资同比涨幅仍在持续上升,目前接近5%,高于通胀水平。这也支撑着美国的消费与服务业持续景气,整体经济韧性十足。 来源:Wi","listText":"随着美联储加息接近尾声,而美国经济依旧韧性十足,市场已基本放弃了美国与全球经济即将走向衰退的预期。美国银行发布的9月全球基金经理调查显示,认为全球经济(不含中国)将软着陆或不着陆的比例提升到了74%。除此之外,亚特兰大美联储每日公布的美国GDP预测值(GDPNow),也来到了最近一年最高的位置。 来源:彭博 那么,美国经济的韧性真的足以跨越经济周期,实现原地起飞,带领美股再创新高吗?我们先回顾一下全球大类资产表现。 一、7月与8月资产表现回顾 过去两个月,全球主要大类资产大多经历了一番过山车行情。总体而言,以原油为首的大宗商品表现最好,美股其次。而在美元上涨、美国经济软着陆预期加强,以及美国国债重新大量发行的背景下,大中华区股票、非美货币和美国长期债券均表现不佳。 来源:彭博,所有收益为美元计价全收益 而在我们7月初给出的资产配置标的中,美股油气开采股一枝独秀,除了美国长期国债之外,其余资产均录得正收益。 来源:彭博,所有收益为美元计价全收益 二、市场解读 1. 财政盛宴支撑美国经济 疫情后,在美联储的无限量QE和美国财政大宽松的双重刺激下,美国经济迅速在2021年出现了一波过热增长,同时也带来了通胀问题。于是2022年初美联储急打方向盘,迅速转向紧缩,使美国经济增长和通胀都得到了降温。不过在此期间,美国的财政支出始终维持在高于长期趋势线的水平,支撑了美国制造业回流和再工业化的战略。 来源:Wind 在充沛的财政刺激之下,标普500指数成分公司的预期资本开支近三年在加速扩张,同时制造业就业人数也显著超过了疫情前的高点,并没有受到美联储加息缩表的影响。 来源:彭博 美国居民疫情后普遍涨工资,有了超额储蓄,尤其是风口上的制造业就业人员,今年以来工资同比涨幅仍在持续上升,目前接近5%,高于通胀水平。这也支撑着美国的消费与服务业持续景气,整体经济韧性十足。 来源:Wi","text":"随着美联储加息接近尾声,而美国经济依旧韧性十足,市场已基本放弃了美国与全球经济即将走向衰退的预期。美国银行发布的9月全球基金经理调查显示,认为全球经济(不含中国)将软着陆或不着陆的比例提升到了74%。除此之外,亚特兰大美联储每日公布的美国GDP预测值(GDPNow),也来到了最近一年最高的位置。 来源:彭博 那么,美国经济的韧性真的足以跨越经济周期,实现原地起飞,带领美股再创新高吗?我们先回顾一下全球大类资产表现。 一、7月与8月资产表现回顾 过去两个月,全球主要大类资产大多经历了一番过山车行情。总体而言,以原油为首的大宗商品表现最好,美股其次。而在美元上涨、美国经济软着陆预期加强,以及美国国债重新大量发行的背景下,大中华区股票、非美货币和美国长期债券均表现不佳。 来源:彭博,所有收益为美元计价全收益 而在我们7月初给出的资产配置标的中,美股油气开采股一枝独秀,除了美国长期国债之外,其余资产均录得正收益。 来源:彭博,所有收益为美元计价全收益 二、市场解读 1. 财政盛宴支撑美国经济 疫情后,在美联储的无限量QE和美国财政大宽松的双重刺激下,美国经济迅速在2021年出现了一波过热增长,同时也带来了通胀问题。于是2022年初美联储急打方向盘,迅速转向紧缩,使美国经济增长和通胀都得到了降温。不过在此期间,美国的财政支出始终维持在高于长期趋势线的水平,支撑了美国制造业回流和再工业化的战略。 来源:Wind 在充沛的财政刺激之下,标普500指数成分公司的预期资本开支近三年在加速扩张,同时制造业就业人数也显著超过了疫情前的高点,并没有受到美联储加息缩表的影响。 来源:彭博 美国居民疫情后普遍涨工资,有了超额储蓄,尤其是风口上的制造业就业人员,今年以来工资同比涨幅仍在持续上升,目前接近5%,高于通胀水平。这也支撑着美国的消费与服务业持续景气,整体经济韧性十足。 来源:Wi","images":[{"img":"https://static.tigerbbs.com/026c17b34ec0f0c795afa571aec68b93","width":"863","height":"545"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220219898826912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":17,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186540692029640,"gmtCreate":1686581385337,"gmtModify":1686581387058,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"巴伦魔咒了解一下?[笑哭] ","listText":"巴伦魔咒了解一下?[笑哭] ","text":"巴伦魔咒了解一下?[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/186540692029640","repostId":"1129178571","repostType":4,"isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3443136323179877","authorId":"3443136323179877","authorIdStr":"3443136323179877","name":"唐纳德老鸭","avatar":"https://static.tigerbbs.com/82aae468f3d564ae76c156155f9c254f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3443136323179877"},"content":"怎么讲啊?","text":"怎么讲啊?","html":"怎么讲啊?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656117720,"gmtCreate":1683521799560,"gmtModify":1683521804408,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"虽然股指还没确认突破,确实向上的可能更大","listText":"虽然股指还没确认突破,确实向上的可能更大","text":"虽然股指还没确认突破,确实向上的可能更大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656117720","repostId":"656362824","repostType":1,"repost":{"id":656362824,"gmtCreate":1683373781869,"gmtModify":1683378024107,"author":{"id":"4125646752954172","authorId":"4125646752954172","authorIdStr":"4125646752954172","name":"小虎资管","avatar":"https://static.tigerbbs.com/d8da3f07459c2d29a0886a158ed1bedf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125646752954172"},"themes":[],"title":"市场复盘:加息暂停,滞胀依旧,珍惜衰退前的好时光","htmlText":"北京时间5月4日凌晨,美联储终于在5月FOMC会后给出了一份偏鸽的会议声明。该声明直言将根据数据决定哪种“additional policy firming”可能是合适的,而不是根据数据决定加息的幅度,意味着本轮500个基点的加息周期大概率已经按下了暂停键。市场对基准利率(Fed Fund Rate)的定价,在会后下行了20个基点左右。 来源:CNBC 尽管鲍威尔在新闻发布会中并没有明说此后不会加息,而且还认为现在没到讨论降息的时候,但我们认为,此后市场关注的焦点将从how high变成how long。那么,市场会如何演绎呢?我们先回顾一下上个月全球各大类资产和策略的表现。 一、4月资产表现回顾 1. 主要大类资产收益 来源:彭博,数据时间段:2023/4/1-2023/4/30 4月以来,欧美在通胀回落且衰退未至的情况下,股指与债券均表现优异,除了受中小银行危机继续发酵影响的罗素2000小盘指数。大中华区股指则相对表现疲软,中国房地产销售数据重新回落,月底的政治局会议指出经济复苏内生动力仍然不够,压制了股票的表现,还使得在大宗商品方面,与中国经济复苏需求密切相关的工业金属出现大幅回落。黄金则受益于中小银行风暴以及美国国债上限问题重现,突破$2000美元大关继续震荡上行。 2. 主要策略收益 来源:彭博,数据时间段:2023/4/1-2023/4/30 策略方面,摩根大通全球宏观策略继续表现稳健,而股票中性策略则略微收负。 二、市场解读 1. 美联储与利率市场谁是对的? 在5月FOMC会议后的新闻发布会上,鲍威尔指出,美联储官员们的经济预测,总体指向一次失业率上升水平低于历史平均的浅衰退。原因是劳动力市场仍有大量的未被满足的招聘需求,使得即便就业岗位空缺已经有所下降,但失业率却没有上升(最新公布的4月非农就业报告显示失业率再次下滑至3.4%的历史低位),这些都是历史","listText":"北京时间5月4日凌晨,美联储终于在5月FOMC会后给出了一份偏鸽的会议声明。该声明直言将根据数据决定哪种“additional policy firming”可能是合适的,而不是根据数据决定加息的幅度,意味着本轮500个基点的加息周期大概率已经按下了暂停键。市场对基准利率(Fed Fund Rate)的定价,在会后下行了20个基点左右。 来源:CNBC 尽管鲍威尔在新闻发布会中并没有明说此后不会加息,而且还认为现在没到讨论降息的时候,但我们认为,此后市场关注的焦点将从how high变成how long。那么,市场会如何演绎呢?我们先回顾一下上个月全球各大类资产和策略的表现。 一、4月资产表现回顾 1. 主要大类资产收益 来源:彭博,数据时间段:2023/4/1-2023/4/30 4月以来,欧美在通胀回落且衰退未至的情况下,股指与债券均表现优异,除了受中小银行危机继续发酵影响的罗素2000小盘指数。大中华区股指则相对表现疲软,中国房地产销售数据重新回落,月底的政治局会议指出经济复苏内生动力仍然不够,压制了股票的表现,还使得在大宗商品方面,与中国经济复苏需求密切相关的工业金属出现大幅回落。黄金则受益于中小银行风暴以及美国国债上限问题重现,突破$2000美元大关继续震荡上行。 2. 主要策略收益 来源:彭博,数据时间段:2023/4/1-2023/4/30 策略方面,摩根大通全球宏观策略继续表现稳健,而股票中性策略则略微收负。 二、市场解读 1. 美联储与利率市场谁是对的? 在5月FOMC会议后的新闻发布会上,鲍威尔指出,美联储官员们的经济预测,总体指向一次失业率上升水平低于历史平均的浅衰退。原因是劳动力市场仍有大量的未被满足的招聘需求,使得即便就业岗位空缺已经有所下降,但失业率却没有上升(最新公布的4月非农就业报告显示失业率再次下滑至3.4%的历史低位),这些都是历史","text":"北京时间5月4日凌晨,美联储终于在5月FOMC会后给出了一份偏鸽的会议声明。该声明直言将根据数据决定哪种“additional policy firming”可能是合适的,而不是根据数据决定加息的幅度,意味着本轮500个基点的加息周期大概率已经按下了暂停键。市场对基准利率(Fed Fund Rate)的定价,在会后下行了20个基点左右。 来源:CNBC 尽管鲍威尔在新闻发布会中并没有明说此后不会加息,而且还认为现在没到讨论降息的时候,但我们认为,此后市场关注的焦点将从how high变成how long。那么,市场会如何演绎呢?我们先回顾一下上个月全球各大类资产和策略的表现。 一、4月资产表现回顾 1. 主要大类资产收益 来源:彭博,数据时间段:2023/4/1-2023/4/30 4月以来,欧美在通胀回落且衰退未至的情况下,股指与债券均表现优异,除了受中小银行危机继续发酵影响的罗素2000小盘指数。大中华区股指则相对表现疲软,中国房地产销售数据重新回落,月底的政治局会议指出经济复苏内生动力仍然不够,压制了股票的表现,还使得在大宗商品方面,与中国经济复苏需求密切相关的工业金属出现大幅回落。黄金则受益于中小银行风暴以及美国国债上限问题重现,突破$2000美元大关继续震荡上行。 2. 主要策略收益 来源:彭博,数据时间段:2023/4/1-2023/4/30 策略方面,摩根大通全球宏观策略继续表现稳健,而股票中性策略则略微收负。 二、市场解读 1. 美联储与利率市场谁是对的? 在5月FOMC会议后的新闻发布会上,鲍威尔指出,美联储官员们的经济预测,总体指向一次失业率上升水平低于历史平均的浅衰退。原因是劳动力市场仍有大量的未被满足的招聘需求,使得即便就业岗位空缺已经有所下降,但失业率却没有上升(最新公布的4月非农就业报告显示失业率再次下滑至3.4%的历史低位),这些都是历史","images":[{"img":"https://static.tigerbbs.com/0e834db0cb8e379f1af1c46342124c8b","width":"863","height":"527"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656362824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651746846,"gmtCreate":1682151141185,"gmtModify":1682151142821,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"好文,要是能看到中小银行的利息收入break down就更好了","listText":"好文,要是能看到中小银行的利息收入break down就更好了","text":"好文,要是能看到中小银行的利息收入break down就更好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651746846","repostId":"651570774","repostType":1,"repost":{"id":651570774,"gmtCreate":1681983337399,"gmtModify":1681983918252,"author":{"id":"3440721572920950","authorId":"3440721572920950","authorIdStr":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950"},"themes":[],"title":"银行业Q1披露过半,硅谷银行事件影响几何?","htmlText":"随着银行业Q1财报的逐渐公布,3月以 <a href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$</a> 为代表的银行业流动性危机,也即将在业绩披露中带来更多线索。存款、流动性、资产负债表等近期市场动荡的核心因素将成为美国银行业的核心焦点。大型银行:多数业绩向好,股价上涨,但也受其他宏观经济因素影响。<a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a>净利润同比增长52%,达到126亿美元;收入达到史上新高的383亿美元,同比增长25%,高于市场预期的362亿美元。新增贷款370亿美元,市场预期为下降。投资银行业务萎靡,收入下降24%至16亿美元;*4月14日率先公布财报的摩根大通在Q1财报后给投资者留下深刻印象,因其公布Q1利润超出预期,且利息收入抵消了交易部门的疲软业绩,股价飙升7.0%,其余类似的大型银行均跟涨。因为大型银行的规模可以在不确定性不断增加的情况下为客户提供的安全保障。且公司商业房地产贷款整体风险较低,其中写字楼只占公司商业地产敞口的 10%,且集中于城市密集型市场<a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a>净收入同比增长15%至82亿美元,收入同比增长13%至263亿美元。净利息收入同比增长25%至144亿美元。投资银行费用同比下降20%至12亿美元。用户存款下降7.8%*财富管理账户表现相对下降,存在资金从低收益账户流向高收益账户趋势,且低存款余额和无息转向计息存款的双重影响,一季度净利息收入较四季度小幅下降。<a href=\"https://laohu8.com/S/C\">$花旗(C)$</a>收入同比增长12%至214亿美元,净利润同比增长7%至46亿美元。个人银行业务收入同比增长18%,存款约为1.3万","listText":"随着银行业Q1财报的逐渐公布,3月以 <a href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$</a> 为代表的银行业流动性危机,也即将在业绩披露中带来更多线索。存款、流动性、资产负债表等近期市场动荡的核心因素将成为美国银行业的核心焦点。大型银行:多数业绩向好,股价上涨,但也受其他宏观经济因素影响。<a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a>净利润同比增长52%,达到126亿美元;收入达到史上新高的383亿美元,同比增长25%,高于市场预期的362亿美元。新增贷款370亿美元,市场预期为下降。投资银行业务萎靡,收入下降24%至16亿美元;*4月14日率先公布财报的摩根大通在Q1财报后给投资者留下深刻印象,因其公布Q1利润超出预期,且利息收入抵消了交易部门的疲软业绩,股价飙升7.0%,其余类似的大型银行均跟涨。因为大型银行的规模可以在不确定性不断增加的情况下为客户提供的安全保障。且公司商业房地产贷款整体风险较低,其中写字楼只占公司商业地产敞口的 10%,且集中于城市密集型市场<a href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a>净收入同比增长15%至82亿美元,收入同比增长13%至263亿美元。净利息收入同比增长25%至144亿美元。投资银行费用同比下降20%至12亿美元。用户存款下降7.8%*财富管理账户表现相对下降,存在资金从低收益账户流向高收益账户趋势,且低存款余额和无息转向计息存款的双重影响,一季度净利息收入较四季度小幅下降。<a href=\"https://laohu8.com/S/C\">$花旗(C)$</a>收入同比增长12%至214亿美元,净利润同比增长7%至46亿美元。个人银行业务收入同比增长18%,存款约为1.3万","text":"随着银行业Q1财报的逐渐公布,3月以 $硅谷银行(SIVBQ)$ 为代表的银行业流动性危机,也即将在业绩披露中带来更多线索。存款、流动性、资产负债表等近期市场动荡的核心因素将成为美国银行业的核心焦点。大型银行:多数业绩向好,股价上涨,但也受其他宏观经济因素影响。$摩根大通(JPM)$净利润同比增长52%,达到126亿美元;收入达到史上新高的383亿美元,同比增长25%,高于市场预期的362亿美元。新增贷款370亿美元,市场预期为下降。投资银行业务萎靡,收入下降24%至16亿美元;*4月14日率先公布财报的摩根大通在Q1财报后给投资者留下深刻印象,因其公布Q1利润超出预期,且利息收入抵消了交易部门的疲软业绩,股价飙升7.0%,其余类似的大型银行均跟涨。因为大型银行的规模可以在不确定性不断增加的情况下为客户提供的安全保障。且公司商业房地产贷款整体风险较低,其中写字楼只占公司商业地产敞口的 10%,且集中于城市密集型市场$美国银行(BAC)$净收入同比增长15%至82亿美元,收入同比增长13%至263亿美元。净利息收入同比增长25%至144亿美元。投资银行费用同比下降20%至12亿美元。用户存款下降7.8%*财富管理账户表现相对下降,存在资金从低收益账户流向高收益账户趋势,且低存款余额和无息转向计息存款的双重影响,一季度净利息收入较四季度小幅下降。$花旗(C)$收入同比增长12%至214亿美元,净利润同比增长7%至46亿美元。个人银行业务收入同比增长18%,存款约为1.3万","images":[{"img":"https://static.tigerbbs.com/eb67381ed8164e44a93ec544346ff5ad","width":"1427","height":"729"},{"img":"https://static.tigerbbs.com/a5d9f68b3d16bb9d942d50a2323918e2","width":"470","height":"698"},{"img":"https://static.tigerbbs.com/a781be3cc5638a388b00f519d711b684","width":"1702","height":"638"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651570774","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2679,"gmtBegin":1681983468174,"gmtEnd":1682933848743,"type":1,"upper":1,"title":"你更看好大银行还是中小银行?","choices":[{"id":9861,"sort":1,"name":"大型银行,大而不倒","userSize":34,"voted":false},{"id":9862,"sort":2,"name":"中小银行,绝地求生","userSize":22,"voted":false},{"id":9863,"sort":3,"name":"整体不看好","userSize":10,"voted":false}]},"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659370595,"gmtCreate":1679807031017,"gmtModify":1679807123129,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"看来文心一言的工程师忽悠不了大众,只能忽悠忽悠李彦宏[笑哭] ","listText":"看来文心一言的工程师忽悠不了大众,只能忽悠忽悠李彦宏[笑哭] ","text":"看来文心一言的工程师忽悠不了大众,只能忽悠忽悠李彦宏[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659370595","repostId":"2322765761","repostType":4,"isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623220490,"gmtCreate":1671454710010,"gmtModify":1671455716389,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"逆全球化的话,会出现投资实体回报相对投资互联网回报均值回归,劳动报酬相对资产回报均值回归,财政政策比货币政策更重要","listText":"逆全球化的话,会出现投资实体回报相对投资互联网回报均值回归,劳动报酬相对资产回报均值回归,财政政策比货币政策更重要","text":"逆全球化的话,会出现投资实体回报相对投资互联网回报均值回归,劳动报酬相对资产回报均值回归,财政政策比货币政策更重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623220490","repostId":"623219757","repostType":1,"repost":{"id":623219757,"gmtCreate":1671438884480,"gmtModify":1671439170769,"author":{"id":"4125646752954172","authorId":"4125646752954172","authorIdStr":"4125646752954172","name":"小虎资管","avatar":"https://static.tigerbbs.com/d8da3f07459c2d29a0886a158ed1bedf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4125646752954172"},"themes":[],"title":"老虎独家|2023年投资主线的演变","htmlText":"高通胀环境下美联储超预期的货币政策紧缩,以及逆全球化趋势带来的以安全为核心的产业链重构,组成了2022年的投资主线。进入2023年,这两条主线的演变结合各大经济体的经济周期与产业发展,将形成新的投资逻辑与机会。 1.演变一:从经济周期看各大经济体 2000年以来,全球化使得“地球村”各国经济周期趋同。但这次疫情以来,逆全球化、地缘政治冲突和区域防疫保护等众多因素,使得国家间的经济活动、政策以及复苏进程形成了割裂,过去的经济周期同步性遭受冲击。 来源:彭博,老虎国际 欧美节奏是比较相近的,疫情后的大水漫灌,不仅带来了复苏,还带来了通胀。因此在2022年经济增速放缓后,通胀的高企将欧洲和美国双双带入了过热期,随后滑落到了滞胀期。不过俄乌冲突给欧元区的巨大冲击,使其通胀和经济压力比美国更大。因此当前欧洲通胀率高于美国,而预期通胀及实际GDP负增长,意味着市场认为欧元区2023年大概率步入衰退。美国相对欧元区经济韧性更强,明年存在软着陆的可能,但从周期来看也是朝着衰退的方向行进。 中国与欧美走出了完全不一样的周期。国内这两年一直维持着较低的CPI,今年主要是由于疫情反复导致复苏进程受阻,即使货币政策已经宽松,经济周期也被固定在衰退阶段,与欧美从过热到滞胀的周期完全错开。而到了明年,随着重新开放,经济周期上大概率会朝着复苏或过热阶段迈进。 不同的经济现状、地缘冲突、保护主义抬头……各国经济现状不尽相同,而去年的主线将会得到延续与演变,并将致使各国在2023年朝着不同方向发展。 1.1美国:通胀?衰退? 来源:老虎国际 根据我们基于多个经济增长与通胀预期指标独家构建的美国经济周期模型,美国自今年Q1以来进入滞胀期,而经济数据一致预期则指向明年美国会进入衰退期。不过,美联储的货币政策动向,显然会在资金成本预期上直接影响美国进入衰退期的速度与程度。 在连续四次加息75个基点之后,美联储主席","listText":"高通胀环境下美联储超预期的货币政策紧缩,以及逆全球化趋势带来的以安全为核心的产业链重构,组成了2022年的投资主线。进入2023年,这两条主线的演变结合各大经济体的经济周期与产业发展,将形成新的投资逻辑与机会。 1.演变一:从经济周期看各大经济体 2000年以来,全球化使得“地球村”各国经济周期趋同。但这次疫情以来,逆全球化、地缘政治冲突和区域防疫保护等众多因素,使得国家间的经济活动、政策以及复苏进程形成了割裂,过去的经济周期同步性遭受冲击。 来源:彭博,老虎国际 欧美节奏是比较相近的,疫情后的大水漫灌,不仅带来了复苏,还带来了通胀。因此在2022年经济增速放缓后,通胀的高企将欧洲和美国双双带入了过热期,随后滑落到了滞胀期。不过俄乌冲突给欧元区的巨大冲击,使其通胀和经济压力比美国更大。因此当前欧洲通胀率高于美国,而预期通胀及实际GDP负增长,意味着市场认为欧元区2023年大概率步入衰退。美国相对欧元区经济韧性更强,明年存在软着陆的可能,但从周期来看也是朝着衰退的方向行进。 中国与欧美走出了完全不一样的周期。国内这两年一直维持着较低的CPI,今年主要是由于疫情反复导致复苏进程受阻,即使货币政策已经宽松,经济周期也被固定在衰退阶段,与欧美从过热到滞胀的周期完全错开。而到了明年,随着重新开放,经济周期上大概率会朝着复苏或过热阶段迈进。 不同的经济现状、地缘冲突、保护主义抬头……各国经济现状不尽相同,而去年的主线将会得到延续与演变,并将致使各国在2023年朝着不同方向发展。 1.1美国:通胀?衰退? 来源:老虎国际 根据我们基于多个经济增长与通胀预期指标独家构建的美国经济周期模型,美国自今年Q1以来进入滞胀期,而经济数据一致预期则指向明年美国会进入衰退期。不过,美联储的货币政策动向,显然会在资金成本预期上直接影响美国进入衰退期的速度与程度。 在连续四次加息75个基点之后,美联储主席","text":"高通胀环境下美联储超预期的货币政策紧缩,以及逆全球化趋势带来的以安全为核心的产业链重构,组成了2022年的投资主线。进入2023年,这两条主线的演变结合各大经济体的经济周期与产业发展,将形成新的投资逻辑与机会。 1.演变一:从经济周期看各大经济体 2000年以来,全球化使得“地球村”各国经济周期趋同。但这次疫情以来,逆全球化、地缘政治冲突和区域防疫保护等众多因素,使得国家间的经济活动、政策以及复苏进程形成了割裂,过去的经济周期同步性遭受冲击。 来源:彭博,老虎国际 欧美节奏是比较相近的,疫情后的大水漫灌,不仅带来了复苏,还带来了通胀。因此在2022年经济增速放缓后,通胀的高企将欧洲和美国双双带入了过热期,随后滑落到了滞胀期。不过俄乌冲突给欧元区的巨大冲击,使其通胀和经济压力比美国更大。因此当前欧洲通胀率高于美国,而预期通胀及实际GDP负增长,意味着市场认为欧元区2023年大概率步入衰退。美国相对欧元区经济韧性更强,明年存在软着陆的可能,但从周期来看也是朝着衰退的方向行进。 中国与欧美走出了完全不一样的周期。国内这两年一直维持着较低的CPI,今年主要是由于疫情反复导致复苏进程受阻,即使货币政策已经宽松,经济周期也被固定在衰退阶段,与欧美从过热到滞胀的周期完全错开。而到了明年,随着重新开放,经济周期上大概率会朝着复苏或过热阶段迈进。 不同的经济现状、地缘冲突、保护主义抬头……各国经济现状不尽相同,而去年的主线将会得到延续与演变,并将致使各国在2023年朝着不同方向发展。 1.1美国:通胀?衰退? 来源:老虎国际 根据我们基于多个经济增长与通胀预期指标独家构建的美国经济周期模型,美国自今年Q1以来进入滞胀期,而经济数据一致预期则指向明年美国会进入衰退期。不过,美联储的货币政策动向,显然会在资金成本预期上直接影响美国进入衰退期的速度与程度。 在连续四次加息75个基点之后,美联储主席","images":[{"img":"https://static.tigerbbs.com/66a8671695a944520f10e23ddcbeddde","width":"632","height":"224"},{"img":"https://static.tigerbbs.com/76cb71ff999dc49bb65c542e5a394146","width":"632","height":"316"},{"img":"https://static.tigerbbs.com/026391c3de3384cd8cca04d0d032a9d9","width":"632","height":"203"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623219757","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":38,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":953636707,"gmtCreate":1590312302709,"gmtModify":1721558223221,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"title":"投资理财基本思路框架","htmlText":"由于个人经历,我经常会被不少朋友问起应该如何投资理财。比如他有个几十万的闲置资金,但现在经济又挺不好的,美股3月份才崩过一次,感觉哪儿都不敢投,只能放余额宝或闲钱管家了。但在目前全球降息的大环境下又没有什么收益,肯定跑输通胀。也有一些朋友比较牛逼,3月份美股大崩盘时all in抄底,收获颇丰,但现在也陷入了同样的烦恼,即这笔接下来该怎么投。正是有钱没钱都烦恼,赚钱亏钱都操心。我且抛砖引玉,谈谈我对这个问题的思路框架。· 什么是闲置资金?首先定义一下什么是闲置资金。我们的个人存款一般有以下四种用途,一是应付自己日常生活的开支,比如吃饭、交通、买衣服、房租或房贷等等;二是给自己设定的小目标提供资金支持,比如先赚他一个亿(醒醒吧!)、明年520要求婚、要满足自己环游世界的梦想、要买房扎根、或者要造人等等,这些小目标一般都需要最多在几年内实现;三是投资理财钱生钱,使自己的钱至少能跑赢通胀,起码能保障自己退休后生活水准不下降;四是应对意外的资金,这部分通常以医疗险、意外险与重疾险的形式实现,需要选一个自己信任的专业保险经纪人帮忙安排。我以收益要求和流动性要求这两个维度衡量,总结出这四种用途下的资金账户特点如下:显然,生活费账户和意外保障账户里都应该是现金,或者是可随存随取的货基类产品。闲置资金理应是小目标账户和投资理财账户里的资金。· 如何打理闲置资金?问题来了,对于绝大多数人来说,打理闲置资金面临的是有限的时间精力和专业能力,与实现小目标和长期投资回报之间的矛盾,应该如何平衡?爱看NBA的朋友们想必都知道,当比赛进入最后的焦灼时刻,球应该交给谁?没错,球员们都会选择给科比,因为他经常能以令人难以置信的方式完成绝杀。图片来","listText":"由于个人经历,我经常会被不少朋友问起应该如何投资理财。比如他有个几十万的闲置资金,但现在经济又挺不好的,美股3月份才崩过一次,感觉哪儿都不敢投,只能放余额宝或闲钱管家了。但在目前全球降息的大环境下又没有什么收益,肯定跑输通胀。也有一些朋友比较牛逼,3月份美股大崩盘时all in抄底,收获颇丰,但现在也陷入了同样的烦恼,即这笔接下来该怎么投。正是有钱没钱都烦恼,赚钱亏钱都操心。我且抛砖引玉,谈谈我对这个问题的思路框架。· 什么是闲置资金?首先定义一下什么是闲置资金。我们的个人存款一般有以下四种用途,一是应付自己日常生活的开支,比如吃饭、交通、买衣服、房租或房贷等等;二是给自己设定的小目标提供资金支持,比如先赚他一个亿(醒醒吧!)、明年520要求婚、要满足自己环游世界的梦想、要买房扎根、或者要造人等等,这些小目标一般都需要最多在几年内实现;三是投资理财钱生钱,使自己的钱至少能跑赢通胀,起码能保障自己退休后生活水准不下降;四是应对意外的资金,这部分通常以医疗险、意外险与重疾险的形式实现,需要选一个自己信任的专业保险经纪人帮忙安排。我以收益要求和流动性要求这两个维度衡量,总结出这四种用途下的资金账户特点如下:显然,生活费账户和意外保障账户里都应该是现金,或者是可随存随取的货基类产品。闲置资金理应是小目标账户和投资理财账户里的资金。· 如何打理闲置资金?问题来了,对于绝大多数人来说,打理闲置资金面临的是有限的时间精力和专业能力,与实现小目标和长期投资回报之间的矛盾,应该如何平衡?爱看NBA的朋友们想必都知道,当比赛进入最后的焦灼时刻,球应该交给谁?没错,球员们都会选择给科比,因为他经常能以令人难以置信的方式完成绝杀。图片来","text":"由于个人经历,我经常会被不少朋友问起应该如何投资理财。比如他有个几十万的闲置资金,但现在经济又挺不好的,美股3月份才崩过一次,感觉哪儿都不敢投,只能放余额宝或闲钱管家了。但在目前全球降息的大环境下又没有什么收益,肯定跑输通胀。也有一些朋友比较牛逼,3月份美股大崩盘时all in抄底,收获颇丰,但现在也陷入了同样的烦恼,即这笔接下来该怎么投。正是有钱没钱都烦恼,赚钱亏钱都操心。我且抛砖引玉,谈谈我对这个问题的思路框架。· 什么是闲置资金?首先定义一下什么是闲置资金。我们的个人存款一般有以下四种用途,一是应付自己日常生活的开支,比如吃饭、交通、买衣服、房租或房贷等等;二是给自己设定的小目标提供资金支持,比如先赚他一个亿(醒醒吧!)、明年520要求婚、要满足自己环游世界的梦想、要买房扎根、或者要造人等等,这些小目标一般都需要最多在几年内实现;三是投资理财钱生钱,使自己的钱至少能跑赢通胀,起码能保障自己退休后生活水准不下降;四是应对意外的资金,这部分通常以医疗险、意外险与重疾险的形式实现,需要选一个自己信任的专业保险经纪人帮忙安排。我以收益要求和流动性要求这两个维度衡量,总结出这四种用途下的资金账户特点如下:显然,生活费账户和意外保障账户里都应该是现金,或者是可随存随取的货基类产品。闲置资金理应是小目标账户和投资理财账户里的资金。· 如何打理闲置资金?问题来了,对于绝大多数人来说,打理闲置资金面临的是有限的时间精力和专业能力,与实现小目标和长期投资回报之间的矛盾,应该如何平衡?爱看NBA的朋友们想必都知道,当比赛进入最后的焦灼时刻,球应该交给谁?没错,球员们都会选择给科比,因为他经常能以令人难以置信的方式完成绝杀。图片来","images":[{"img":"https://static.tigerbbs.com/2a1549f29a1fa9a148d56475d8cca8f3","width":"473","height":"266"},{"img":"https://static.tigerbbs.com/fd70552d1c8d9299cd4e083b12b2d92e","width":"553","height":"484"},{"img":"https://static.tigerbbs.com/d7a6ab44fa3713170c0c1be95187ac24","width":"553","height":"333"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":59,"commentSize":20,"repostSize":22,"link":"https://laohu8.com/post/953636707","isVote":1,"tweetType":1,"viewCount":24158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":17,"langContent":"CN","totalScore":0},{"id":224893419454712,"gmtCreate":1695913688790,"gmtModify":1695914364122,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230928 357.0 CALL\">$QQQ 20230928 357.0 CALL$ </a>再来,赌一个突破","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230928 357.0 CALL\">$QQQ 20230928 357.0 CALL$ </a>再来,赌一个突破","text":"$QQQ 20230928 357.0 CALL$ 再来,赌一个突破","images":[{"img":"https://static.tigerbbs.com/40a1cc1f0c7ea1f619daeed1d97b3019","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":6,"link":"https://laohu8.com/post/224893419454712","isVote":1,"tweetType":1,"viewCount":3645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3515369000963941"},"content":"简单复盘:昨天总算吃了一个翻倍,赚107%。买入点接近完美,在30分钟出现买入信号后埋伏等突破,不过前两天操作不那么顺还是影响了一点心理,只要了一个最低目标,而且是在突破确定后提前放卖单,以防像周二那样顾着晒单结果被埋,没想到手速比市场慢了一点,还没来得及点分享持仓已经卖出了。随后直线拉升,这单最多可以翻四倍。虽然错过了扩大战果的机会,但节前做了一单翻倍还是不错的,祝虎友们中秋快乐!","text":"简单复盘:昨天总算吃了一个翻倍,赚107%。买入点接近完美,在30分钟出现买入信号后埋伏等突破,不过前两天操作不那么顺还是影响了一点心理,只要了一个最低目标,而且是在突破确定后提前放卖单,以防像周二那样顾着晒单结果被埋,没想到手速比市场慢了一点,还没来得及点分享持仓已经卖出了。随后直线拉升,这单最多可以翻四倍。虽然错过了扩大战果的机会,但节前做了一单翻倍还是不错的,祝虎友们中秋快乐!","html":"简单复盘:昨天总算吃了一个翻倍,赚107%。买入点接近完美,在30分钟出现买入信号后埋伏等突破,不过前两天操作不那么顺还是影响了一点心理,只要了一个最低目标,而且是在突破确定后提前放卖单,以防像周二那样顾着晒单结果被埋,没想到手速比市场慢了一点,还没来得及点分享持仓已经卖出了。随后直线拉升,这单最多可以翻四倍。虽然错过了扩大战果的机会,但节前做了一单翻倍还是不错的,祝虎友们中秋快乐!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":224718219210968,"gmtCreate":1695870848951,"gmtModify":1695871176360,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的//<a href=\"https://laohu8.com/U/3515369000963941\">@DTSniper</a>:<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>终于等到你","listText":"垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的//<a href=\"https://laohu8.com/U/3515369000963941\">@DTSniper</a>:<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>终于等到你","text":"垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的//@DTSniper:$QQQ 20230927 354.0 CALL$ 终于等到你","images":[{"img":"https://static.tigerbbs.com/5e1121f498822a582b7cbc407b58f420","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/224718219210968","repostId":"224590606438648","repostType":1,"repost":{"id":224590606438648,"gmtCreate":1695839759830,"gmtModify":1695841228363,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>终于等到你","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>终于等到你","text":"$QQQ 20230927 354.0 CALL$ 终于等到你","images":[{"img":"https://static.tigerbbs.com/5e1121f498822a582b7cbc407b58f420","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224590606438648","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2765,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559984961569694","authorId":"3559984961569694","authorIdStr":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3559984961569694"},"content":"怎么你也在深圳吗 [得意]","text":"怎么你也在深圳吗 [得意]","html":"怎么你也在深圳吗 [得意]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":970752804,"gmtCreate":1597919033508,"gmtModify":1721558223296,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"title":"美联储纪要称利率已经够低了,为何造成股债金三杀","htmlText":"今天凌晨两点,7月28-29日的美联储会议的纪要公布,美国股票、长期国债和黄金价格均出现了跳水,在距离收盘区区两小时的交易中,<a target=\"_blank\" href=\"https://laohu8.com/S/IVV\">$标普500指数ETF(IVV)$</a> $ 下跌0.63%,<a target=\"_blank\" href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> 下跌0.94%,罗素2000ETF(IWM)下跌0.77%, 美国20年以上国债ETF(TLT)下跌0.54%,<a target=\"_blank\" href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> 下跌1.36%,形成了股债金三杀的局面。美联储的纪要固然表达了对经济复苏的担忧,认为疫情仍然是经济前景的considerable risks,这与美国政府最近一贯的美国经济会V型复苏的论调完全不一致。然而,美联储对美债利率的讨论才是造成股债金三杀最主要的因素,下图为纪要原文:来源:https://www.federalreserve.gov/monetarypolicy/fomcminutes20200729.htm划线部分显示了两个重要信息与市场的预期并不一致。第一,市场原本预期美联储会在九月中旬的议息会议之前对控制美国国债利率的上限提供更明确的指引,然而纪要中文字显示利率上限或目标只能带来modest benefits,而且在当前环境下是not warranted的,表现出美联储对美债利率上限的控制较为犹豫;第二,纪要明确指出,长期利率已经够低了(already low),这意味着目前的美国长期国债利率水平远不足以触发美联储加速放水购买长期国债。这两个信息点对起到了推升","listText":"今天凌晨两点,7月28-29日的美联储会议的纪要公布,美国股票、长期国债和黄金价格均出现了跳水,在距离收盘区区两小时的交易中,<a target=\"_blank\" href=\"https://laohu8.com/S/IVV\">$标普500指数ETF(IVV)$</a> $ 下跌0.63%,<a target=\"_blank\" href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> 下跌0.94%,罗素2000ETF(IWM)下跌0.77%, 美国20年以上国债ETF(TLT)下跌0.54%,<a target=\"_blank\" href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> 下跌1.36%,形成了股债金三杀的局面。美联储的纪要固然表达了对经济复苏的担忧,认为疫情仍然是经济前景的considerable risks,这与美国政府最近一贯的美国经济会V型复苏的论调完全不一致。然而,美联储对美债利率的讨论才是造成股债金三杀最主要的因素,下图为纪要原文:来源:https://www.federalreserve.gov/monetarypolicy/fomcminutes20200729.htm划线部分显示了两个重要信息与市场的预期并不一致。第一,市场原本预期美联储会在九月中旬的议息会议之前对控制美国国债利率的上限提供更明确的指引,然而纪要中文字显示利率上限或目标只能带来modest benefits,而且在当前环境下是not warranted的,表现出美联储对美债利率上限的控制较为犹豫;第二,纪要明确指出,长期利率已经够低了(already low),这意味着目前的美国长期国债利率水平远不足以触发美联储加速放水购买长期国债。这两个信息点对起到了推升","text":"今天凌晨两点,7月28-29日的美联储会议的纪要公布,美国股票、长期国债和黄金价格均出现了跳水,在距离收盘区区两小时的交易中,$标普500指数ETF(IVV)$ $ 下跌0.63%,$纳指ETF(QQQ)$ 下跌0.94%,罗素2000ETF(IWM)下跌0.77%, 美国20年以上国债ETF(TLT)下跌0.54%,$SPDR黄金ETF(GLD)$ 下跌1.36%,形成了股债金三杀的局面。美联储的纪要固然表达了对经济复苏的担忧,认为疫情仍然是经济前景的considerable risks,这与美国政府最近一贯的美国经济会V型复苏的论调完全不一致。然而,美联储对美债利率的讨论才是造成股债金三杀最主要的因素,下图为纪要原文:来源:https://www.federalreserve.gov/monetarypolicy/fomcminutes20200729.htm划线部分显示了两个重要信息与市场的预期并不一致。第一,市场原本预期美联储会在九月中旬的议息会议之前对控制美国国债利率的上限提供更明确的指引,然而纪要中文字显示利率上限或目标只能带来modest benefits,而且在当前环境下是not warranted的,表现出美联储对美债利率上限的控制较为犹豫;第二,纪要明确指出,长期利率已经够低了(already low),这意味着目前的美国长期国债利率水平远不足以触发美联储加速放水购买长期国债。这两个信息点对起到了推升","images":[{"img":"https://static.tigerbbs.com/92fd8f0c24d9fa184cffd3fd401c8ef2","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/bef594355dd0ca3f31b50be4abd73c6b","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/7c59bf02e4f08fc7add5109514b37cd6","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":23,"commentSize":5,"repostSize":13,"link":"https://laohu8.com/post/970752804","isVote":1,"tweetType":1,"viewCount":26366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":222645172957272,"gmtCreate":1695393324882,"gmtModify":1695393328654,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230922 361.0 CALL\">$QQQ 20230922 361.0 CALL$ </a>我好像又行了[笑哭] ","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230922 361.0 CALL\">$QQQ 20230922 361.0 CALL$ </a>我好像又行了[笑哭] ","text":"$QQQ 20230922 361.0 CALL$ 我好像又行了[笑哭]","images":[{"img":"https://static.tigerbbs.com/43489a68da23efb8c64b6dafa2b87c94","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":7,"link":"https://laohu8.com/post/222645172957272","isVote":1,"tweetType":1,"viewCount":9798,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484871130175544","authorId":"3484871130175544","authorIdStr":"3484871130175544","name":"点点的小爸爸","avatar":"https://static.tigerbbs.com/03a7c4a48ae975b463927daa173b62c3","crmLevel":5,"crmLevelSwitch":1,"idStr":"3484871130175544"},"content":"太冒险了,不敢做。小仓位又觉得没意义","text":"太冒险了,不敢做。小仓位又觉得没意义","html":"太冒险了,不敢做。小仓位又觉得没意义"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":229416259277072,"gmtCreate":1697036696569,"gmtModify":1697039862920,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","text":"$QQQ 20231011 370.0 PUT$ 试一把,回测今天低点","images":[{"img":"https://static.tigerbbs.com/13cb4937dd7923098a3d0f7589b6adc9","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":6,"link":"https://laohu8.com/post/229416259277072","isVote":1,"tweetType":1,"viewCount":3432,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3515369000963941"},"content":"简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed minutes出来前过不了,还会回到早盘低点。交易本身预期不高,所以赚50%多就匆匆止盈,但止盈时其实还没回到早盘低点,在这一点上没有按计划执行。","text":"简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed minutes出来前过不了,还会回到早盘低点。交易本身预期不高,所以赚50%多就匆匆止盈,但止盈时其实还没回到早盘低点,在这一点上没有按计划执行。","html":"简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed minutes出来前过不了,还会回到早盘低点。交易本身预期不高,所以赚50%多就匆匆止盈,但止盈时其实还没回到早盘低点,在这一点上没有按计划执行。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":224060584407296,"gmtCreate":1695739573639,"gmtModify":1695742064322,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230926 357.0 CALL\">$QQQ 20230926 357.0 CALL$ </a>我胡汉三又肥来了","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230926 357.0 CALL\">$QQQ 20230926 357.0 CALL$ </a>我胡汉三又肥来了","text":"$QQQ 20230926 357.0 CALL$ 我胡汉三又肥来了","images":[{"img":"https://static.tigerbbs.com/3a585e0d62b8836d8c99900d513b0562","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/224060584407296","isVote":1,"tweetType":1,"viewCount":4151,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3515369000963941"},"content":"这个期权后来归零了,亏损100%,但在操作上昨天错误太多,有以下几点值得总结一下:1. 昨天买入这个QQQ 357 call的判断,是基于纳指开盘半小时向下破位后动能不算强,一旦政府关门谈判出现进展,有机会逆转回到原盘整区间357-363,这样的话末日call有至少两三倍的空间;2. 买入时机有点操之过急,没有等到放量大阴棒稳住后下手;3. 一波反抽在开盘半小时的低点受阻后,没有及时止损。事实上在午盘两波反弹都回不到开盘半小时低点时,日内向下突破趋势成立的概率已经很大了,及时止损大概会亏50%,但将剩余的50%再买个put,还是能再赚个翻倍的。日内末日期权机会很多,不应在市场没按照事先计划运行时继续认死理,换个角度立刻海阔天空[笑哭]","text":"这个期权后来归零了,亏损100%,但在操作上昨天错误太多,有以下几点值得总结一下:1. 昨天买入这个QQQ 357 call的判断,是基于纳指开盘半小时向下破位后动能不算强,一旦政府关门谈判出现进展,有机会逆转回到原盘整区间357-363,这样的话末日call有至少两三倍的空间;2. 买入时机有点操之过急,没有等到放量大阴棒稳住后下手;3. 一波反抽在开盘半小时的低点受阻后,没有及时止损。事实上在午盘两波反弹都回不到开盘半小时低点时,日内向下突破趋势成立的概率已经很大了,及时止损大概会亏50%,但将剩余的50%再买个put,还是能再赚个翻倍的。日内末日期权机会很多,不应在市场没按照事先计划运行时继续认死理,换个角度立刻海阔天空[笑哭]","html":"这个期权后来归零了,亏损100%,但在操作上昨天错误太多,有以下几点值得总结一下:1. 昨天买入这个QQQ 357 call的判断,是基于纳指开盘半小时向下破位后动能不算强,一旦政府关门谈判出现进展,有机会逆转回到原盘整区间357-363,这样的话末日call有至少两三倍的空间;2. 买入时机有点操之过急,没有等到放量大阴棒稳住后下手;3. 一波反抽在开盘半小时的低点受阻后,没有及时止损。事实上在午盘两波反弹都回不到开盘半小时低点时,日内向下突破趋势成立的概率已经很大了,及时止损大概会亏50%,但将剩余的50%再买个put,还是能再赚个翻倍的。日内末日期权机会很多,不应在市场没按照事先计划运行时继续认死理,换个角度立刻海阔天空[笑哭]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":225059127873608,"gmtCreate":1695954166034,"gmtModify":1695954967670,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"简单复盘:昨天总算吃了一个翻倍,赚107%。买入点接近完美,在30分钟出现买入信号后埋伏等突破,不过前两天操作不那么顺还是影响了一点心理,只要了一个最低目标,而且是在突破确定后提前放卖单,以防像周二那样顾着晒单结果被埋,没想到手速比市场慢了一点,还没来得及点分享持仓已经卖出了。随后直线拉升,这单最多可以翻四倍。虽然错过了扩大战果的机会,但节前做了一单翻倍还是不错的,祝虎友们中秋快乐!//<a href=\"https://laohu8.com/U/3515369000963941\">@DTSniper</a>:<a href=\"https://laohu8.com/OPT/QQQ 20230928 357.0 CALL\">$QQQ 20230928 357.0 CALL$ </a>再来,赌一个突破","listText":"简单复盘:昨天总算吃了一个翻倍,赚107%。买入点接近完美,在30分钟出现买入信号后埋伏等突破,不过前两天操作不那么顺还是影响了一点心理,只要了一个最低目标,而且是在突破确定后提前放卖单,以防像周二那样顾着晒单结果被埋,没想到手速比市场慢了一点,还没来得及点分享持仓已经卖出了。随后直线拉升,这单最多可以翻四倍。虽然错过了扩大战果的机会,但节前做了一单翻倍还是不错的,祝虎友们中秋快乐!//<a href=\"https://laohu8.com/U/3515369000963941\">@DTSniper</a>:<a href=\"https://laohu8.com/OPT/QQQ 20230928 357.0 CALL\">$QQQ 20230928 357.0 CALL$ </a>再来,赌一个突破","text":"简单复盘:昨天总算吃了一个翻倍,赚107%。买入点接近完美,在30分钟出现买入信号后埋伏等突破,不过前两天操作不那么顺还是影响了一点心理,只要了一个最低目标,而且是在突破确定后提前放卖单,以防像周二那样顾着晒单结果被埋,没想到手速比市场慢了一点,还没来得及点分享持仓已经卖出了。随后直线拉升,这单最多可以翻四倍。虽然错过了扩大战果的机会,但节前做了一单翻倍还是不错的,祝虎友们中秋快乐!//@DTSniper:$QQQ 20230928 357.0 CALL$ 再来,赌一个突破","images":[{"img":"https://static.tigerbbs.com/40a1cc1f0c7ea1f619daeed1d97b3019","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/225059127873608","repostId":"224893419454712","repostType":1,"repost":{"id":224893419454712,"gmtCreate":1695913688790,"gmtModify":1695914364122,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230928 357.0 CALL\">$QQQ 20230928 357.0 CALL$ </a>再来,赌一个突破","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230928 357.0 CALL\">$QQQ 20230928 357.0 CALL$ </a>再来,赌一个突破","text":"$QQQ 20230928 357.0 CALL$ 再来,赌一个突破","images":[{"img":"https://static.tigerbbs.com/40a1cc1f0c7ea1f619daeed1d97b3019","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224893419454712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2997,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579612413176972","authorId":"3579612413176972","authorIdStr":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/231a2860cddd1bf2ffc3c16938f4673d","crmLevel":8,"crmLevelSwitch":1,"idStr":"3579612413176972"},"content":"厉害了 [强] 这个节奏把握的","text":"厉害了 [强] 这个节奏把握的","html":"厉害了 [强] 这个节奏把握的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":224590606438648,"gmtCreate":1695839759830,"gmtModify":1695841228363,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>终于等到你","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230927 354.0 CALL\">$QQQ 20230927 354.0 CALL$ </a>终于等到你","text":"$QQQ 20230927 354.0 CALL$ 终于等到你","images":[{"img":"https://static.tigerbbs.com/5e1121f498822a582b7cbc407b58f420","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":4,"link":"https://laohu8.com/post/224590606438648","isVote":1,"tweetType":1,"viewCount":4593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3515369000963941"},"content":"垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的","text":"垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的","html":"垂死病中惊坐起,不抛弃,不放弃,才能大力出奇迹。复盘昨天必须先吟两句[笑哭]操作还是烂,但买末日期权天然亏损可控的属性让见证奇迹成为了可能,可惜从快全亏完到看到反赚25%,很难管得住手不止盈。逆势操作,耐心第一,只能说屎一样的操作导致错过了最多翻30倍的机会,还好结果是赚的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":929633282,"gmtCreate":1585316596446,"gmtModify":1704357855856,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"title":"美股日内交易员的自我修养","htmlText":"跌停又涨停,涨停又跌停,我们在2020年经历了太多的“活久见”。对于船大难掉头的机构投资者而言,这是最坏的时代,但对于日内交易者而言,这却是最好的时代。美股日内交易者指的是只在美股白天时间段进行交易,仓位在收盘前即了结,不承担隔夜风险的交易者。在美股市场中,只要开通了保证金账户,即可日内(T+0)无限次交易,且拥有4倍的日内杠杆。相比长线交易者或波段交易者,日内交易者通过精准狙击市场中局部的日内波动机会快速获利,承担的风险更小。成功的日内交易者在大多数情况下能日复一日地实现每天的收益小目标,稳步朝着财富自由迈进。日内交易者的主观成功要素: 专注而敏感,对自己能力圈内的交易品种研究透彻,使用简单有效的交易指标快速捕捉在盈亏比和胜率上都有优势的交易 极度自律,日复一日的盘前准备是必要的工作,对于交易规则的坚决执行,在情绪波动时管住手,收放自如 对市场充满好奇,主动学习各大类资产与各行业股票产生波动的驱动因素,并持续总结更新,方能以更高的频率找到优质的日内交易机会 对各种交易工具了如指掌,比如需要做空某标的时,直接做空、使用期货、反向杠杆ETF、期权组合各有利弊,根据实际情况快速选择合适的工具开干 日内交易者成功的客观环境: 市场波动足够大,大风大浪便是日内弄潮儿的天堂。大盘中找不到风浪,便从盘前已大涨或大跌的股票中主动挑战风浪 把握日内交易活跃时段,日内交易者70%以上的利润往往来自开盘1小时,这对身处国内的美股时差党非常友好。若在开盘后1个半小时没有赚到小目标,则需在下午1点半-2点半,以及收盘前半小时继续奋战。这些也是机构交易员干活的时间段 迎着早晨6点的阳光,听着CNBC Squawk Box的嘉宾大佬访谈,分析四个电脑屏幕中各大类资产与各行业活跃股票的故事,这是纽约日内交易员一天的打开方式。沧海横流方显英雄本色,面对如今08年金融危机级别的大波动,日内交易也许是最稳健的","listText":"跌停又涨停,涨停又跌停,我们在2020年经历了太多的“活久见”。对于船大难掉头的机构投资者而言,这是最坏的时代,但对于日内交易者而言,这却是最好的时代。美股日内交易者指的是只在美股白天时间段进行交易,仓位在收盘前即了结,不承担隔夜风险的交易者。在美股市场中,只要开通了保证金账户,即可日内(T+0)无限次交易,且拥有4倍的日内杠杆。相比长线交易者或波段交易者,日内交易者通过精准狙击市场中局部的日内波动机会快速获利,承担的风险更小。成功的日内交易者在大多数情况下能日复一日地实现每天的收益小目标,稳步朝着财富自由迈进。日内交易者的主观成功要素: 专注而敏感,对自己能力圈内的交易品种研究透彻,使用简单有效的交易指标快速捕捉在盈亏比和胜率上都有优势的交易 极度自律,日复一日的盘前准备是必要的工作,对于交易规则的坚决执行,在情绪波动时管住手,收放自如 对市场充满好奇,主动学习各大类资产与各行业股票产生波动的驱动因素,并持续总结更新,方能以更高的频率找到优质的日内交易机会 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把握日内交易活跃时段,日内交易者70%以上的利润往往来自开盘1小时,这对身处国内的美股时差党非常友好。若在开盘后1个半小时没有赚到小目标,则需在下午1点半-2点半,以及收盘前半小时继续奋战。这些也是机构交易员干活的时间段 迎着早晨6点的阳光,听着CNBC Squawk Box的嘉宾大佬访谈,分析四个电脑屏幕中各大类资产与各行业活跃股票的故事,这是纽约日内交易员一天的打开方式。沧海横流方显英雄本色,面对如今08年金融危机级别的大波动,日内交易也许是最稳健的","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":10,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/929633282","isVote":1,"tweetType":1,"viewCount":5785,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3487738719290275","authorId":"3487738719290275","authorIdStr":"3487738719290275","name":"5ffc19e5","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3487738719290275"},"content":"反弹结束,继续看空","text":"反弹结束,继续看空","html":"反弹结束,继续看空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222640359493744,"gmtCreate":1695392150973,"gmtModify":1695394743395,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230922 361.0 CALL\">$QQQ 20230922 361.0 CALL$ </a>看着要跪[笑哭] ","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230922 361.0 CALL\">$QQQ 20230922 361.0 CALL$ </a>看着要跪[笑哭] ","text":"$QQQ 20230922 361.0 CALL$ 看着要跪[笑哭]","images":[{"img":"https://static.tigerbbs.com/6a6319aeba8c5caaf658a567fd10849c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/222640359493744","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":221588490092560,"gmtCreate":1695135350268,"gmtModify":1695136507249,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"0DTE期权产品越来越多了。先小试牛刀,看看每周瞅准机会梭哈末日期权,效果如何[财迷] ","listText":"0DTE期权产品越来越多了。先小试牛刀,看看每周瞅准机会梭哈末日期权,效果如何[财迷] ","text":"0DTE期权产品越来越多了。先小试牛刀,看看每周瞅准机会梭哈末日期权,效果如何[财迷]","images":[{"img":"https://static.tigerbbs.com/a11f853491a29e9e91abafdb982d5c8c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":3,"link":"https://laohu8.com/post/221588490092560","isVote":1,"tweetType":1,"viewCount":1989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":224054344179896,"gmtCreate":1695737925109,"gmtModify":1695738499784,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20230926 357.0 CALL\">$QQQ 20230926 357.0 CALL$ </a>这回真要跪[笑哭] ","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20230926 357.0 CALL\">$QQQ 20230926 357.0 CALL$ </a>这回真要跪[笑哭] ","text":"$QQQ 20230926 357.0 CALL$ 这回真要跪[笑哭]","images":[{"img":"https://static.tigerbbs.com/4d23ef441ded07c0e18ceb962ca081ad","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/224054344179896","isVote":1,"tweetType":1,"viewCount":3542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":232597798715464,"gmtCreate":1697814458169,"gmtModify":1697814460976,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20231020 357.0 CALL\">$QQQ 20231020 357.0 CALL$ </a>哟","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20231020 357.0 CALL\">$QQQ 20231020 357.0 CALL$ </a>哟","text":"$QQQ 20231020 357.0 CALL$ 哟","images":[{"img":"https://static.tigerbbs.com/bc880179a335cf9e622b99d4aa4911cb","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/232597798715464","isVote":1,"tweetType":1,"viewCount":3811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":929597537,"gmtCreate":1585495907529,"gmtModify":1706101024413,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"title":"迎接疫情冲击下更震惊的美国宏观经济数据(20200330-20200403)","htmlText":"日内交易员虽然不持仓过夜,但每周末和每天早上的功课却是必不可少的。日内交易时间段寥寥几小时好比“台上十分钟”,周末整理好下周市场的焦点制定当周战略、每天早上根据战略调整当日战术,则是“台下十年功”。上周四,320万的美国Initial Jobless Claim数字揭开了疫情冲击下美国宏观经济数据的冰山一角,本周将有更多的重磅宏观经济数据出炉,市场将会对这次前所未有的经济冲击进行更全面的定价,从而推动大盘和各行业股价的波动。中文版的TradingEconomics Market Calendar是了解未来一周的重要经济数据公布时间以及市场预期的不错的工具。本周的重头戏,自然是每月第一个周五美东时间8:30AM发布的就业报告,Job Friday本来就是美股交易员每个月最重要的日子,会直接影响美股大盘、美国国债、美元与黄金等大类资产的走势,其重要性在当前环境下不言而喻。目前市场对三月非农就业数据(大非农)的一致预期为-10万,对周三美东时间8:15AM公布的ADP私营部门就业人数变化(小非农)的一致预期为-15.4万,均为非常悲观的预期,要知道两者在上个月的报告中的数据还分别是27.3万和18.3万。制造业和服务业数据也将分别在周三和周五公布,市场预期Markit和ISM制造业与服务业PMI均会大幅受挫,跌到50荣枯线以下,尤其是服务业。此外,市场对周三公布的汽车销售数据的预期也是断崖式下跌。日内交易员的周末作业便是将这些经济数据的公布时间和市场预期一一记录,方便制定当日计划。上周美联储公布了一连串公开市场操作大幅注入流动性,稳定了公司债、MBS/ABS和地方政府债券,相对应的ETF从一周前大幅折价的ETF<a target=\"_blank\" href=\"https://laohu8.com/S/LQD\">$债券指数ETF-iShares iBoxx投资级公司债(LQD)$<</a>","listText":"日内交易员虽然不持仓过夜,但每周末和每天早上的功课却是必不可少的。日内交易时间段寥寥几小时好比“台上十分钟”,周末整理好下周市场的焦点制定当周战略、每天早上根据战略调整当日战术,则是“台下十年功”。上周四,320万的美国Initial Jobless Claim数字揭开了疫情冲击下美国宏观经济数据的冰山一角,本周将有更多的重磅宏观经济数据出炉,市场将会对这次前所未有的经济冲击进行更全面的定价,从而推动大盘和各行业股价的波动。中文版的TradingEconomics Market Calendar是了解未来一周的重要经济数据公布时间以及市场预期的不错的工具。本周的重头戏,自然是每月第一个周五美东时间8:30AM发布的就业报告,Job Friday本来就是美股交易员每个月最重要的日子,会直接影响美股大盘、美国国债、美元与黄金等大类资产的走势,其重要性在当前环境下不言而喻。目前市场对三月非农就业数据(大非农)的一致预期为-10万,对周三美东时间8:15AM公布的ADP私营部门就业人数变化(小非农)的一致预期为-15.4万,均为非常悲观的预期,要知道两者在上个月的报告中的数据还分别是27.3万和18.3万。制造业和服务业数据也将分别在周三和周五公布,市场预期Markit和ISM制造业与服务业PMI均会大幅受挫,跌到50荣枯线以下,尤其是服务业。此外,市场对周三公布的汽车销售数据的预期也是断崖式下跌。日内交易员的周末作业便是将这些经济数据的公布时间和市场预期一一记录,方便制定当日计划。上周美联储公布了一连串公开市场操作大幅注入流动性,稳定了公司债、MBS/ABS和地方政府债券,相对应的ETF从一周前大幅折价的ETF<a target=\"_blank\" href=\"https://laohu8.com/S/LQD\">$债券指数ETF-iShares iBoxx投资级公司债(LQD)$<</a>","text":"日内交易员虽然不持仓过夜,但每周末和每天早上的功课却是必不可少的。日内交易时间段寥寥几小时好比“台上十分钟”,周末整理好下周市场的焦点制定当周战略、每天早上根据战略调整当日战术,则是“台下十年功”。上周四,320万的美国Initial Jobless Claim数字揭开了疫情冲击下美国宏观经济数据的冰山一角,本周将有更多的重磅宏观经济数据出炉,市场将会对这次前所未有的经济冲击进行更全面的定价,从而推动大盘和各行业股价的波动。中文版的TradingEconomics Market Calendar是了解未来一周的重要经济数据公布时间以及市场预期的不错的工具。本周的重头戏,自然是每月第一个周五美东时间8:30AM发布的就业报告,Job Friday本来就是美股交易员每个月最重要的日子,会直接影响美股大盘、美国国债、美元与黄金等大类资产的走势,其重要性在当前环境下不言而喻。目前市场对三月非农就业数据(大非农)的一致预期为-10万,对周三美东时间8:15AM公布的ADP私营部门就业人数变化(小非农)的一致预期为-15.4万,均为非常悲观的预期,要知道两者在上个月的报告中的数据还分别是27.3万和18.3万。制造业和服务业数据也将分别在周三和周五公布,市场预期Markit和ISM制造业与服务业PMI均会大幅受挫,跌到50荣枯线以下,尤其是服务业。此外,市场对周三公布的汽车销售数据的预期也是断崖式下跌。日内交易员的周末作业便是将这些经济数据的公布时间和市场预期一一记录,方便制定当日计划。上周美联储公布了一连串公开市场操作大幅注入流动性,稳定了公司债、MBS/ABS和地方政府债券,相对应的ETF从一周前大幅折价的ETF$债券指数ETF-iShares iBoxx投资级公司债(LQD)$<","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/929597537","isVote":1,"tweetType":1,"viewCount":2762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232596326465640,"gmtCreate":1697814088393,"gmtModify":1697814385944,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20231020 357.0 CALL\">$QQQ 20231020 357.0 CALL$ </a>博个反弹","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20231020 357.0 CALL\">$QQQ 20231020 357.0 CALL$ </a>博个反弹","text":"$QQQ 20231020 357.0 CALL$ 博个反弹","images":[{"img":"https://static.tigerbbs.com/ca47a5b69e72fd3de4c2ac43eac13fdd","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/232596326465640","isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":659370595,"gmtCreate":1679807031017,"gmtModify":1679807123129,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"看来文心一言的工程师忽悠不了大众,只能忽悠忽悠李彦宏[笑哭] ","listText":"看来文心一言的工程师忽悠不了大众,只能忽悠忽悠李彦宏[笑哭] ","text":"看来文心一言的工程师忽悠不了大众,只能忽悠忽悠李彦宏[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659370595","repostId":"2322765761","repostType":4,"isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186540692029640,"gmtCreate":1686581385337,"gmtModify":1686581387058,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"巴伦魔咒了解一下?[笑哭] ","listText":"巴伦魔咒了解一下?[笑哭] ","text":"巴伦魔咒了解一下?[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/186540692029640","repostId":"1129178571","repostType":4,"isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3443136323179877","authorId":"3443136323179877","authorIdStr":"3443136323179877","name":"唐纳德老鸭","avatar":"https://static.tigerbbs.com/82aae468f3d564ae76c156155f9c254f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3443136323179877"},"content":"怎么讲啊?","text":"怎么讲啊?","html":"怎么讲啊?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229639334375592,"gmtCreate":1697091098762,"gmtModify":1697091280619,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed minutes出来前过不了,还会回到早盘低点。交易本身预期不高,所以赚50%多就匆匆止盈,但止盈时其实还没回到早盘低点,在这一点上没有按计划执行。 //<a href=\"https://laohu8.com/U/3515369000963941\">@DTSniper</a>:<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","listText":"简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed minutes出来前过不了,还会回到早盘低点。交易本身预期不高,所以赚50%多就匆匆止盈,但止盈时其实还没回到早盘低点,在这一点上没有按计划执行。 //<a href=\"https://laohu8.com/U/3515369000963941\">@DTSniper</a>:<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","text":"简单复盘:QQQ 370末日put,0.65进0.99出,赚52%,但从日内走势图来看,这笔交易最多可以翻三倍。再复盘昨晚的交易逻辑,其实上午盘的走势不在计划之内,原计划是基于QQQ的强上涨趋势,早盘buy dip,毕竟盘前PPI超预期了。可惜上午买盘太强,操作空间太小,只好反过来做,在QQQ测试早盘新高时押他在Fed minutes出来前过不了,还会回到早盘低点。交易本身预期不高,所以赚50%多就匆匆止盈,但止盈时其实还没回到早盘低点,在这一点上没有按计划执行。 //@DTSniper:$QQQ 20231011 370.0 PUT$ 试一把,回测今天低点","images":[{"img":"https://static.tigerbbs.com/fb56f68527d322273757a27113865848"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229639334375592","repostId":"229416259277072","repostType":1,"repost":{"id":229416259277072,"gmtCreate":1697036696569,"gmtModify":1697039862920,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","listText":"<a href=\"https://laohu8.com/OPT/QQQ 20231011 370.0 PUT\">$QQQ 20231011 370.0 PUT$ </a>试一把,回测今天低点","text":"$QQQ 20231011 370.0 PUT$ 试一把,回测今天低点","images":[{"img":"https://static.tigerbbs.com/13cb4937dd7923098a3d0f7589b6adc9","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229416259277072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":668855213,"gmtCreate":1664547669333,"gmtModify":1664547670732,"author":{"id":"3515369000963941","authorId":"3515369000963941","authorIdStr":"3515369000963941","name":"DTSniper","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515369000963941"},"themes":[],"htmlText":"差点再次见证雷曼时刻","listText":"差点再次见证雷曼时刻","text":"差点再次见证雷曼时刻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668855213","repostId":"668825929","repostType":1,"repost":{"id":668825929,"gmtCreate":1664543054461,"gmtModify":1664543096463,"author":{"id":"3451551789721456","authorId":"3451551789721456","authorIdStr":"3451551789721456","name":"三思期权","avatar":"https://static.tigerbbs.com/92ce49aa82ca7a11be1af4fd293beba8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451551789721456"},"themes":[],"title":"英国养老金危机亲历","htmlText":"亲历了这周的风暴,这篇小短文就以手记的形式纪念一下。这周实在累的不行了,心累之余还有点遗憾,这么大的事件,竟然没有先知先觉,也就错过了这次的黑天鹅交易。怎么比喻这周发生的事情呢?我感觉最接近2020年三月。英国利率以及英镑市场完全垮掉,英国整个养老金市场差点扑街,而养老金里的LDI行业一夜之间就垮了。要是整个养老金市场垮了,就不是3月份了,那就是08年。好在央行出来救市了。。。这两天实在太心累,不想码太多字。市场上大概发生了什么,基础知识可以看看Degg_GlobalMacroFin这篇。这篇里我就重点讲讲我的一线经历。 记住这俩人,几乎凭借了一己之力把巨大的养老金市场毁灭。当然,LDI这个行业的杠杆不能怪他们。 但是没有经验的情况下推出毫无节制的减税政策,是差点让养老金市场突然死亡的导火索。 最简单的解释就是, 傻X的减税政策导致利率大幅飙升。 利率大幅飙升导致不少养老金用来对冲利率以及通胀风险的LDI基金里使用的利率(Interest rate swap)短期出现巨额亏损。 巨亏本身不是那么可怕,最可怕的是短期连续的巨亏,导致保证金很快就用光了。 从8月底到9月底, 英国30年期利率暴涨了230个基点。这个暴涨的速度对这些持有利率互换的LDI基金有多大影响? 我们可以初略的估算一下。 一个规模10亿的养老金,持有的LDI基金里利率互换的DV01 (一个基点利率变动导致利率互换产生的损益) 是大概两百万。也就是说,过去两个月,因为30年期利率变动了230个基点。利率互换产生的损失就是230* 2m = 460m。 也就是说, 过去2个月,利率互换产生的亏损是这个养老金资产的接近一半!!! 这个损失,不是真的亏损。因为这些利率互换是拿来对冲养老金负债端的,利率互换亏了,负债端的价值也下降了。理论上这个是个多空对冲交易不会产生什么损失。 但是,但是, 但是,在上个例","listText":"亲历了这周的风暴,这篇小短文就以手记的形式纪念一下。这周实在累的不行了,心累之余还有点遗憾,这么大的事件,竟然没有先知先觉,也就错过了这次的黑天鹅交易。怎么比喻这周发生的事情呢?我感觉最接近2020年三月。英国利率以及英镑市场完全垮掉,英国整个养老金市场差点扑街,而养老金里的LDI行业一夜之间就垮了。要是整个养老金市场垮了,就不是3月份了,那就是08年。好在央行出来救市了。。。这两天实在太心累,不想码太多字。市场上大概发生了什么,基础知识可以看看Degg_GlobalMacroFin这篇。这篇里我就重点讲讲我的一线经历。 记住这俩人,几乎凭借了一己之力把巨大的养老金市场毁灭。当然,LDI这个行业的杠杆不能怪他们。 但是没有经验的情况下推出毫无节制的减税政策,是差点让养老金市场突然死亡的导火索。 最简单的解释就是, 傻X的减税政策导致利率大幅飙升。 利率大幅飙升导致不少养老金用来对冲利率以及通胀风险的LDI基金里使用的利率(Interest rate swap)短期出现巨额亏损。 巨亏本身不是那么可怕,最可怕的是短期连续的巨亏,导致保证金很快就用光了。 从8月底到9月底, 英国30年期利率暴涨了230个基点。这个暴涨的速度对这些持有利率互换的LDI基金有多大影响? 我们可以初略的估算一下。 一个规模10亿的养老金,持有的LDI基金里利率互换的DV01 (一个基点利率变动导致利率互换产生的损益) 是大概两百万。也就是说,过去两个月,因为30年期利率变动了230个基点。利率互换产生的损失就是230* 2m = 460m。 也就是说, 过去2个月,利率互换产生的亏损是这个养老金资产的接近一半!!! 这个损失,不是真的亏损。因为这些利率互换是拿来对冲养老金负债端的,利率互换亏了,负债端的价值也下降了。理论上这个是个多空对冲交易不会产生什么损失。 但是,但是, 但是,在上个例","text":"亲历了这周的风暴,这篇小短文就以手记的形式纪念一下。这周实在累的不行了,心累之余还有点遗憾,这么大的事件,竟然没有先知先觉,也就错过了这次的黑天鹅交易。怎么比喻这周发生的事情呢?我感觉最接近2020年三月。英国利率以及英镑市场完全垮掉,英国整个养老金市场差点扑街,而养老金里的LDI行业一夜之间就垮了。要是整个养老金市场垮了,就不是3月份了,那就是08年。好在央行出来救市了。。。这两天实在太心累,不想码太多字。市场上大概发生了什么,基础知识可以看看Degg_GlobalMacroFin这篇。这篇里我就重点讲讲我的一线经历。 记住这俩人,几乎凭借了一己之力把巨大的养老金市场毁灭。当然,LDI这个行业的杠杆不能怪他们。 但是没有经验的情况下推出毫无节制的减税政策,是差点让养老金市场突然死亡的导火索。 最简单的解释就是, 傻X的减税政策导致利率大幅飙升。 利率大幅飙升导致不少养老金用来对冲利率以及通胀风险的LDI基金里使用的利率(Interest rate swap)短期出现巨额亏损。 巨亏本身不是那么可怕,最可怕的是短期连续的巨亏,导致保证金很快就用光了。 从8月底到9月底, 英国30年期利率暴涨了230个基点。这个暴涨的速度对这些持有利率互换的LDI基金有多大影响? 我们可以初略的估算一下。 一个规模10亿的养老金,持有的LDI基金里利率互换的DV01 (一个基点利率变动导致利率互换产生的损益) 是大概两百万。也就是说,过去两个月,因为30年期利率变动了230个基点。利率互换产生的损失就是230* 2m = 460m。 也就是说, 过去2个月,利率互换产生的亏损是这个养老金资产的接近一半!!! 这个损失,不是真的亏损。因为这些利率互换是拿来对冲养老金负债端的,利率互换亏了,负债端的价值也下降了。理论上这个是个多空对冲交易不会产生什么损失。 但是,但是, 但是,在上个例","images":[{"img":"https://static.tigerbbs.com/70f8e2c3c00e5ca5bb643a16e7534a83","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3dd447ad5d4d8ebe9b9acb9cc8d502b1","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/499bde85b23a6e2bf8d80bc692321a91","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668825929","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}