温迪迪子的个人主页 - 老虎社区

温迪迪子

温迪迪子

持仓正股+买入long call 减少成本

IP属地：江苏

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0勋章

05-13

$BRK.B 20270115 500.0 CALL$ 最近一直在分批出货，还好手上还有brkb这个筹码

05-12

$谷歌(GOOG)$ 川普要访中了，期待一下

05-09

准备收点现金回来，新高了，哈哈，在微软里面躲牛市$MSFT 20260918 450.0 CALL$

05-07

$AMZN 20270115 250.0 CALL$ 放假断网好几天了，一觉醒来，亚马逊新高，买的$MSFT 20270115 450.0 CALL$ 也红了

04-30

财报后，$谷歌(GOOG)$

$亚马逊(AMZN)$ $微软(MSFT)$ 还得是谷歌，财报太强了，好深的护城河，EPS超预期，安心过节了

04-29

$GOOG 20270115 360.0 CALL$ 清掉了，不堵财报，今天$谷歌(GOOG)$ $微软(MSFT)$ $亚马逊(AMZN)$ 财报，如果大跌，就是机会

04-28

财报周，等等$微软(MSFT)$ $特斯拉(TSLA)$ 的机会，美股这个月反弹回到前高了，昨晚上默默加仓了$伯克希尔B(BRK.B)$ 的long call，做个防御，最近也比较疲软，亏了有一阵子了，不是巴菲特说过的，当回撤超过30%的时候是最佳的加仓时刻，前提是基本面没有大的变化

04-27

$亚马逊(AMZN)$ 又卖飞了，能够产生复利价值的资产是稀缺的，而最愚蠢的就是早早离场

04-23

$苹果(AAPL)$ 这波美股插针再回弹的行情中再次验证了AI行情的确定性，我喜欢选王子落难的时刻，前天AAPL换接班人，在七姐妹里面领跌，结果一天就回来了，这几天都早睡，没进场，FOMO了

04-20

霍尔木兹海峡再次关闭运气好的是上周出掉一点$亚马逊(AMZN)$ 和$谷歌(GOOG)$ 的long call，搞回来点现金流目前账户里面也配置了$伯克希尔B(BRK.B)$ 作为防御股本周$特斯拉(TSLA)$ 出财报，密切关注一下

04-17

$AMZN 20270115 250.0 CALL$

04-17

$GOOG 20270115 360.0 CALL$

04-16

$GOOG 20270115 360.0 CALL$ 谷歌终于也等到了，前一段时间谷歌发债的时候入的，那时候还亏者🤣

04-15

继续跟时间做朋友，着急的钱会流向有耐心的一方

04-15

$AMZN 20270115 250.0 CALL$

04-14

$AMZN 20270115 250.0 CALL$

04-14

一直在追踪原油价格，布伦特原油期货价格已经大幅度回落，相对于高峰期来说，目前账户仓位已经回到前高，包括最近恐慌指数持续保持在25+，目前这个谈判还在拉锯战中，但是账户主要期权都已经调整到27年1月，继续跟时间做朋友

04-10

$AMZN 20270115 250.0 CALL$

04-10

$AMZN 20270115 250.0 CALL$ 准备分批出

04-10

2026.04.10 复盘笔记 by 温迪迪子

过去两个月过山车的行情，账户出现了大幅度回撤，从4月开始关注到油价见顶后不断回调，因为本人所在行业的关系，对国际物流供应链和原油价格非常敏感，所以4月初开始基本就看到整体邮件从高位回落之后震荡企稳，股价也随之反弹目前最大的感触就是本次账户期权杆杠过重，后续会适当减少期权仓位，增加防御股，还是那句话，跟时间做朋友

2026.04.10 复盘笔记 by 温迪迪子

去老虎APP查看更多动态

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川普要访中了，期待一下","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v> 川普要访中了，期待一下","text":"$苹果(AAPL)$ $谷歌(GOOG)$ 川普要访中了，期待一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563317969619056","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":562240417736544,"gmtCreate":1778297501641,"gmtModify":1778298693684,"author":{"id":"3541722028105482","authorId":"3541722028105482","name":"温迪迪子","avatar":"https://static.tigerbbs.com/ae1c66e40195fbf2688035ceea988f07","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541722028105482","idStr":"3541722028105482"},"themes":[],"title":"","htmlText":"准备收点现金回来，新高了，哈哈，在微软里面躲牛市<a href=\"https://laohu8.com/OPT/MSFT 20260918 450.0 CALL\">$MSFT 20260918 450.0 CALL$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"准备收点现金回来，新高了，哈哈，在微软里面躲牛市<a href=\"https://laohu8.com/OPT/MSFT 20260918 450.0 CALL\">$MSFT 20260918 450.0 CALL$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"准备收点现金回来，新高了，哈哈，在微软里面躲牛市$MSFT 20260918 450.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/562240417736544","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000679","authorId":"9000000000000679","name":"Christianaa","avatar":"https://static.tigerbbs.com/8b593829a6322f943fb7ed7bfdc3c105","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000679","idStr":"9000000000000679"},"content":"我也拿着微软 这波先落袋了？","text":"我也拿着微软 这波先落袋了？","html":"我也拿着微软 这波先落袋了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561502816064776,"gmtCreate":1778117424125,"gmtModify":1778117436431,"author":{"id":"3541722028105482","authorId":"3541722028105482","name":"温迪迪子","avatar":"https://static.tigerbbs.com/ae1c66e40195fbf2688035ceea988f07","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541722028105482","idStr":"3541722028105482"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/AMZN 20270115 250.0 CALL\">$AMZN 20270115 250.0 CALL$</a> 放假断网好几天了，一觉醒来，亚马逊新高，买的<a href=\"https://laohu8.com/OPT/MSFT 20270115 450.0 CALL\">$MSFT 20270115 450.0 CALL$&nbsp;</a><v-v data-views=\"1\"></v-v> 也红了","listText":"<a href=\"https://laohu8.com/OPT/AMZN 20270115 250.0 CALL\">$AMZN 20270115 250.0 CALL$</a> 放假断网好几天了，一觉醒来，亚马逊新高，买的<a href=\"https://laohu8.com/OPT/MSFT 20270115 450.0 CALL\">$MSFT 20270115 450.0 CALL$&nbsp;</a><v-v data-views=\"1\"></v-v> 也红了","text":"$AMZN 20270115 250.0 CALL$ 放假断网好几天了，一觉醒来，亚马逊新高，买的$MSFT 20270115 450.0 CALL$ 也红了","images":[{"img":"https://static.tigerbbs.com/55a51afa3805df6be101d85c8324ad63","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561502816064776","isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":559048432138104,"gmtCreate":1777518210136,"gmtModify":1777518214803,"author":{"id":"3541722028105482","authorId":"3541722028105482","name":"温迪迪子","avatar":"https://static.tigerbbs.com/ae1c66e40195fbf2688035ceea988f07","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541722028105482","idStr":"3541722028105482"},"themes":[],"title":"","htmlText":"财报后，<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 还得是谷歌，财报太强了，好深的护城河，EPS超预期，安心过节了","listText":"财报后，<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 还得是谷歌，财报太强了，好深的护城河，EPS超预期，安心过节了","text":"财报后，$谷歌(GOOG)$ $亚马逊(AMZN)$ $微软(MSFT)$ 还得是谷歌，财报太强了，好深的护城河，EPS超预期，安心过节了","images":[{"img":"https://static.tigerbbs.com/4c8cdf06bc461d621663070b6e517aad","width":"1286","height":"326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/559048432138104","isVote":1,"tweetType":1,"viewCount":3081,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574609203076960","authorId":"3574609203076960","name":"目光之后","avatar":"https://static.tigerbbs.com/2516d9fcad49f5c5a9d0f19b33ab3b62","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3574609203076960","idStr":"3574609203076960"},"content":"把投资收益去除再看。","text":"把投资收益去除再看。","html":"把投资收益去除再看。"},{"author":{"id":"3527667612229510","authorId":"3527667612229510","name":"William85","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667612229510","idStr":"3527667612229510"},"content":"确实是谷歌最稳","text":"确实是谷歌最稳","html":"确实是谷歌最稳"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":558837556471368,"gmtCreate":1777466672837,"gmtModify":1777466685374,"author":{"id":"3541722028105482","authorId":"3541722028105482","name":"温迪迪子","avatar":"https://static.tigerbbs.com/ae1c66e40195fbf2688035ceea988f07","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541722028105482","idStr":"3541722028105482"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/GOOG 20270115 360.0 CALL\">$GOOG 20270115 360.0 CALL$</a> 清掉了，不堵财报，今天<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 财报，如果大跌，就是机会","listText":"<a href=\"https://laohu8.com/OPT/GOOG 20270115 360.0 CALL\">$GOOG 20270115 360.0 CALL$</a> 清掉了，不堵财报，今天<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 财报，如果大跌，就是机会","text":"$GOOG 20270115 360.0 CALL$ 清掉了，不堵财报，今天$谷歌(GOOG)$ $微软(MSFT)$ $亚马逊(AMZN)$ 财报，如果大跌，就是机会","images":[{"img":"https://static.tigerbbs.com/af73584b946a74446368f722c9c78ba2","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/558837556471368","isVote":1,"tweetType":1,"viewCount":3592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":558342194100008,"gmtCreate":1777345782924,"gmtModify":1777345786114,"author":{"id":"3541722028105482","authorId":"3541722028105482","name":"温迪迪子","avatar":"https://static.tigerbbs.com/ae1c66e40195fbf2688035ceea988f07","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541722028105482","idStr":"3541722028105482"},"themes":[],"title":"","htmlText":"财报周，等等<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 的机会， 美股这个月反弹回到前高了，昨晚上默默加仓了<a 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谷歌终于也等到了，前一段时间谷歌发债的时候入的，那时候还亏者🤣","images":[{"img":"https://static.tigerbbs.com/a9a23a5cf3f9a9bd9c24da9032fc3b91","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554064486806928","isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":553890786572496,"gmtCreate":1776261883188,"gmtModify":1776261887496,"author":{"id":"3541722028105482","authorId":"3541722028105482","name":"温迪迪子","avatar":"https://static.tigerbbs.com/ae1c66e40195fbf2688035ceea988f07","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541722028105482","idStr":"3541722028105482"},"themes":[],"title":"","htmlText":"继续跟时间做朋友，着急的钱会流向有耐心的一方","listText":"继续跟时间做朋友，着急的钱会流向有耐心的一方","text":"继续跟时间做朋友，着急的钱会流向有耐心的一方","images":[{"img":"https://static.tigerbbs.com/f4747c7423eecb1ff23c4b99df43d05d","width":"960","height":"1166"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553890786572496","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":553670606428344,"gmtCreate":1776208127874,"gmtModify":1776208130338,"author":{"id":"3541722028105482","authorId":"3541722028105482","name":"温迪迪子","avatar":"https://static.tigerbbs.com/ae1c66e40195fbf2688035ceea988f07","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541722028105482","idStr":"3541722028105482"},"themes":[],"title":"","htmlText":"<a 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这波美股插针再回弹的行情中再次验证了AI行情的确定性，我喜欢选王子落难的时刻，前天AAPL换接班人，在七姐妹里面领跌，结果一天就回来了，这几天都早睡，没进场，FOMO了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/556599308538128","isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000435","authorId":"9000000000000435","name":"OwenBess","avatar":"https://static.tigerbbs.com/e01d4f32250ea9d1fc6fc209851432a1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000435","idStr":"9000000000000435"},"content":"这波回弹确实快，没抄到底有点可惜了","text":"这波回弹确实快，没抄到底有点可惜了","html":"这波回弹确实快，没抄到底有点可惜了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529777538315808,"gmtCreate":1770361173197,"gmtModify":1770365259952,"author":{"id":"3541722028105482","authorId":"3541722028105482","name":"温迪迪子","avatar":"https://static.tigerbbs.com/ae1c66e40195fbf2688035ceea988f07","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541722028105482","idStr":"3541722028105482"},"themes":[],"title":"","htmlText":"BTC腰斩可以抄底了么？一张图可以看懂对冲风险策略 数据显示：前三轮熊市，平均跌幅超80%，磨底时间一年左右 这一轮，目前跌44%，时间过了4个月 我的防御措施： 1、备足现金，最好仓位管理，最好准备 2、去杠杆，如果还有30%跌幅，任何加杠杆的操作会自爆 3、做好仓位管理，即使抄底，BTC仓位不超过20%，重仓brkb防御资产","listText":"BTC腰斩可以抄底了么？一张图可以看懂对冲风险策略 数据显示：前三轮熊市，平均跌幅超80%，磨底时间一年左右 这一轮，目前跌44%，时间过了4个月 我的防御措施： 1、备足现金，最好仓位管理，最好准备 2、去杠杆，如果还有30%跌幅，任何加杠杆的操作会自爆 3、做好仓位管理，即使抄底，BTC仓位不超过20%，重仓brkb防御资产","text":"BTC腰斩可以抄底了么？一张图可以看懂对冲风险策略 数据显示：前三轮熊市，平均跌幅超80%，磨底时间一年左右 这一轮，目前跌44%，时间过了4个月 我的防御措施： 1、备足现金，最好仓位管理，最好准备 2、去杠杆，如果还有30%跌幅，任何加杠杆的操作会自爆 3、做好仓位管理，即使抄底，BTC仓位不超过20%，重仓brkb防御资产","images":[{"img":"https://static.tigerbbs.com/bac86798a044cc231e3b14de2fa2707f","width":"1416","height":"792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529777538315808","isVote":2,"tweetType":1,"viewCount":11218,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5905,"gmtBegin":1770361173196,"gmtEnd":1770965748212,"type":1,"upper":1,"title":"BTC 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href=\"https://laohu8.com/OPT/GOOG 20270115 360.0 CALL\">$GOOG 20270115 360.0 CALL$</a> 清掉了，不堵财报，今天<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 财报，如果大跌，就是机会","listText":"<a href=\"https://laohu8.com/OPT/GOOG 20270115 360.0 CALL\">$GOOG 20270115 360.0 CALL$</a> 清掉了，不堵财报，今天<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 财报，如果大跌，就是机会","text":"$GOOG 20270115 360.0 CALL$ 清掉了，不堵财报，今天$谷歌(GOOG)$ $微软(MSFT)$ $亚马逊(AMZN)$ 财报，如果大跌，就是机会","images":[{"img":"https://static.tigerbbs.com/af73584b946a74446368f722c9c78ba2","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/558837556471368","isVote":1,"tweetType":1,"viewCount":3592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}