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景燊
2022-01-27
思想上告诉自己空仓,行动上却忍不住下到。普通人的交易纪律是盈亏很重要的因素,自勉!
景燊
2022-01-21
动不动就瑟瑟发抖
抱歉,原内容已删除
景燊
2022-01-19
该来的总会来,不如早来
抱歉,原内容已删除
景燊
2022-01-12
这篇文章不错,转发给大家看
抱歉,原内容已删除
景燊
2022-01-08
新生韭菜的2021。最真实。最能代表大多数普老虎用户,入金之初只想港股打新。跟了几只票发现,港股打新的青铜时期都已经过去了,留给我(们)的只剩一地鸡毛的破发潮。没丧,因为资金少的缘故,大多数票都只是空申购一场(无奈的幸运儿)。美股的打新赶上一个尾巴,boss直聘算是第一个打新战果,将近翻了一番(当然也只中了一手)。然后开始转到美港股战场,开始熟悉各种交易规则。一门心思啃中丐股,主要看小鹏汽车和新东方。小鹏汽车看好长期趋势增长,当然短线波动也挺大。上上下下的,收益应该有10-20左右。记得每一个美股涨港股跌的日子,港股太保守,完全是看美股眼色行事。新东方啃的是在线,基本把小鹏赚的都给亏出去了。依然心里看好老俞的二次创业,但实力不允许我付诸行动了(东方甄选实在拉胯,斯文人放不开,掌控不好直播节奏。更何况幕后的供应链运营及底层的选品策略,好吧我还想支持老俞。。。)。总结一下,年收益最高25%(实际上是半年的)。开年两天收益回撤了一半。2022,不敢满仓,又不想空仓。在纠结中跌宕起伏,在危险中寻觅机会。就这样吧,看到这儿留个赞再走,权当鼓励了。
景燊
2021-12-15
这篇文章不错,转发给大家看
@MikeLiu888:2021投资大复盘之年终感悟——从年盈利5倍到亏损只需要一年
景燊
2021-12-14
这篇文章不错,转发给大家看
@开飞机的贝塔:菜鸟的2021年美股总结——虽然我也不知道盈亏率如何碾压95%的美股er
景燊
2021-12-14
这篇文章不错,转发给大家看
@Buy_Sell:🚀【12月6日】看本周关键事件,聊今日交易计划
景燊
2021-12-14
这篇文章不错,转发给大家看
@OptionPlus:干货复盘:科技股暴跌到位了吗?猴市中坚持赚TSLA的权利金!
景燊
2021-12-13
俄罗斯有啥投资机会吗[财迷]
抱歉,原内容已删除
景燊
2021-12-01
港股需要的资金太大了,几w根本没法玩!
景燊
2021-12-01
$小鹏汽车-W(09868)$
震荡出局了!
景燊
2021-12-01
小鹏w震荡了几天,从212跌到198,昨天202出了。结果今天盘前涨到213,我尼玛。。。
景燊
2021-06-14
申请了200股,不知道为啥老虎识别不出我的照片导致无法上传。anyway权当记录下,看看中国ESG第一股究竟表现如何。ps:爱回收活动的礼品,会是二手的吗???
去老虎APP查看更多动态
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2020年,亏损了很多,很多。具体多少我不想写,总之就是很多。现在回想一下感觉自己真的很蠢: 两次熔断后,开始年少轻狂,认为到底了,然后大仓位做空TVIX,最后爆仓,死的惨惨的。 然后继续轻狂,自认为掌握了TSLA的日内波动规律,做日内call期权,也是亏的很惨,所幸还是买call,如果是买put,死的更惨。 痛定思痛,最近一年才用稳扎稳打的操作,加上偶尔耍一些小聪明,做一点日内换手。总算不负预期。自认为值得沉淀下来的技巧: 对着$(UPRO)$和$(TQQQ)$做卖出现金担保看跌期权(Cash-Secured Put),大概占总收益的70%以上。当然也是因为行情好,所以,差不多以1.5倍qqq上涨速率赚权利金。尤其是7-8月份,赚得最happy。 持仓正股TQQQ,看准机会,卖平价put末日期权,不仅买到股票,并且额外能拿好3-4块钱一股的权利金,然后坐等市场上涨。 做多$(baba)$,如果没有新政(反垄断法禁止二选一),2个月能套利115%,因为新政出台,最终也套利72%。期间受到大晏老师一句话刺激,大意是“你看阿里的PE是多少,你再看看$(AMZN)$的PE,我不知道你有什么理由不敢投阿里”,第一次似乎触碰到价值投资的核心逻辑,之前一直认为自己属于技术流(交易参考图1)。 蝶式期权赌波动率。$(NFLX)$财报后波动率很高,几乎是定数,所以做蝶式期权,涨跌都能赚,简直是送钱,当然我只是测试一张,未来可以对财报后波动率确定(很大或很小)的股票如此这般。有点遗憾是我的券商无法提交蝶式期权订单,只能提交两次期权组合来达成(交易参考图2)。 图1 图 2 2021年收获最大的其实不是钱,而是一些道理,总结下来有如下几条: 永远交易的是确定性,也要坚","listText":"又到了12月,这一年即将过去。偷偷查了一下资产报告,套利69%,比较满意了。预期是40%~50%,超预期其实是很开心的一件事。 2020年,亏损了很多,很多。具体多少我不想写,总之就是很多。现在回想一下感觉自己真的很蠢: 两次熔断后,开始年少轻狂,认为到底了,然后大仓位做空TVIX,最后爆仓,死的惨惨的。 然后继续轻狂,自认为掌握了TSLA的日内波动规律,做日内call期权,也是亏的很惨,所幸还是买call,如果是买put,死的更惨。 痛定思痛,最近一年才用稳扎稳打的操作,加上偶尔耍一些小聪明,做一点日内换手。总算不负预期。自认为值得沉淀下来的技巧: 对着$(UPRO)$和$(TQQQ)$做卖出现金担保看跌期权(Cash-Secured Put),大概占总收益的70%以上。当然也是因为行情好,所以,差不多以1.5倍qqq上涨速率赚权利金。尤其是7-8月份,赚得最happy。 持仓正股TQQQ,看准机会,卖平价put末日期权,不仅买到股票,并且额外能拿好3-4块钱一股的权利金,然后坐等市场上涨。 做多$(baba)$,如果没有新政(反垄断法禁止二选一),2个月能套利115%,因为新政出台,最终也套利72%。期间受到大晏老师一句话刺激,大意是“你看阿里的PE是多少,你再看看$(AMZN)$的PE,我不知道你有什么理由不敢投阿里”,第一次似乎触碰到价值投资的核心逻辑,之前一直认为自己属于技术流(交易参考图1)。 蝶式期权赌波动率。$(NFLX)$财报后波动率很高,几乎是定数,所以做蝶式期权,涨跌都能赚,简直是送钱,当然我只是测试一张,未来可以对财报后波动率确定(很大或很小)的股票如此这般。有点遗憾是我的券商无法提交蝶式期权订单,只能提交两次期权组合来达成(交易参考图2)。 图1 图 2 2021年收获最大的其实不是钱,而是一些道理,总结下来有如下几条: 永远交易的是确定性,也要坚","text":"又到了12月,这一年即将过去。偷偷查了一下资产报告,套利69%,比较满意了。预期是40%~50%,超预期其实是很开心的一件事。 2020年,亏损了很多,很多。具体多少我不想写,总之就是很多。现在回想一下感觉自己真的很蠢: 两次熔断后,开始年少轻狂,认为到底了,然后大仓位做空TVIX,最后爆仓,死的惨惨的。 然后继续轻狂,自认为掌握了TSLA的日内波动规律,做日内call期权,也是亏的很惨,所幸还是买call,如果是买put,死的更惨。 痛定思痛,最近一年才用稳扎稳打的操作,加上偶尔耍一些小聪明,做一点日内换手。总算不负预期。自认为值得沉淀下来的技巧: 对着$(UPRO)$和$(TQQQ)$做卖出现金担保看跌期权(Cash-Secured Put),大概占总收益的70%以上。当然也是因为行情好,所以,差不多以1.5倍qqq上涨速率赚权利金。尤其是7-8月份,赚得最happy。 持仓正股TQQQ,看准机会,卖平价put末日期权,不仅买到股票,并且额外能拿好3-4块钱一股的权利金,然后坐等市场上涨。 做多$(baba)$,如果没有新政(反垄断法禁止二选一),2个月能套利115%,因为新政出台,最终也套利72%。期间受到大晏老师一句话刺激,大意是“你看阿里的PE是多少,你再看看$(AMZN)$的PE,我不知道你有什么理由不敢投阿里”,第一次似乎触碰到价值投资的核心逻辑,之前一直认为自己属于技术流(交易参考图1)。 蝶式期权赌波动率。$(NFLX)$财报后波动率很高,几乎是定数,所以做蝶式期权,涨跌都能赚,简直是送钱,当然我只是测试一张,未来可以对财报后波动率确定(很大或很小)的股票如此这般。有点遗憾是我的券商无法提交蝶式期权订单,只能提交两次期权组合来达成(交易参考图2)。 图1 图 2 2021年收获最大的其实不是钱,而是一些道理,总结下来有如下几条: 永远交易的是确定性,也要坚","images":[{"img":"https://static.tigerbbs.com/d81ff9e55df8398ac2a3e2f1ce58aa0e","width":"779","height":"868"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606528443","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604750202,"gmtCreate":1639448624315,"gmtModify":1639448624315,"author":{"id":"3583899866038253","authorId":"3583899866038253","name":"景燊","avatar":"https://static.tigerbbs.com/a1fc840c41f081ed2d83c2d02f27513a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583899866038253","authorIdStr":"3583899866038253"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604750202","repostId":"608588155","repostType":1,"repost":{"id":608588155,"gmtCreate":1638758905474,"gmtModify":1744961916102,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【12月6日】看本周关键事件,聊今日交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 低开8%再创新低,此前宣布组织调整和人事变动;<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌超5%; 造车新势力大幅低开,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌15%,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超10%; <a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a> 开跌7.11%,恒大汽车跌11.3%; <a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 高开7%,此前公告称新冠联合疗法获积极数据,今日获纳入港股通;","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 低开8%再创新低,此前宣布组织调整和人事变动;<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌超5%; 造车新势力大幅低开,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌15%,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超10%; <a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a> 开跌7.11%,恒大汽车跌11.3%; <a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 高开7%,此前公告称新冠联合疗法获积极数据,今日获纳入港股通;","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,$阿里巴巴-SW(09988)$ 低开8%再创新低,此前宣布组织调整和人事变动;$网易-S(09999)$ 、$百度集团-SW(09888)$ 跌超5%; 造车新势力大幅低开,$理想汽车-W(02015)$ 跌15%,$小鹏汽车-W(09868)$ 跌超10%; $中国恒大(03333)$ 开跌7.11%,恒大汽车跌11.3%; $腾盛博药-B(02137)$ 高开7%,此前公告称新冠联合疗法获积极数据,今日获纳入港股通;","images":[{"img":"https://static.tigerbbs.com/00e41c81f36745ad372df91acac2af28","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608588155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604750615,"gmtCreate":1639448616485,"gmtModify":1639448616485,"author":{"id":"3583899866038253","authorId":"3583899866038253","name":"景燊","avatar":"https://static.tigerbbs.com/a1fc840c41f081ed2d83c2d02f27513a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583899866038253","authorIdStr":"3583899866038253"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604750615","repostId":"608607505","repostType":1,"repost":{"id":608607505,"gmtCreate":1638700826903,"gmtModify":1639044516476,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667591235607","authorIdStr":"3527667591235607"},"themes":[],"title":"干货复盘:科技股暴跌到位了吗?猴市中坚持赚TSLA的权利金!","htmlText":"大家周末好,本周的行情凶狠,波动剧烈,我花了一下午时间做了一些反思和复盘,包括近期操作、科技股和中概股,分享给大家,也欢迎多提意见交流。 首先要认错,<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> 跟AGC合并后立即暴跌,走势非常让人失望,我之前做了12.17到期的10、11的卖put,大概率是要被行权并且接受正股的亏损。我复盘这个操作,前面没有问题,但是我没有从基本面上判断合并后市值高估的部分,由于GRAB的合并市400亿美元,但此前公司发布2021Q3业绩同比显著下滑9%,主要是越南的疫情封锁政策影响,公司Q3净亏损9.88亿美元,净亏损同比扩大了59%。当前正是Omicron威胁市场之际,多国再度加强封锁政策,市场必然对Grab第四季度业绩存在质疑,而对应其2020年全年11.9亿美元的收入来说,400亿美元估值确实高了。如果情绪乐观的时候,市场必然给这个东南亚第二大互联网公司一定心理溢价,但恰逢本周成长股杀跌,东南亚第一的<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 一周大跌近15%,11月至今已经跌了26%,可以说跌入熊市区间,我做交易时候忘记看SEA的情况,造成了不够全面的判断。 计算我全部行权后的成本大概是10.3左右,较周五收盘价亏12.6%,我其实觉得这个价格还可以,不算站在山顶。由于目前距离12.17到期还有一定时间,暂时不打算做更多操作,也不打算提前补仓,先观望一下,后续如果有操作会做写出来。不想做任何操作还有一个原因是我对SEA的走势偏悲观,从技术面看不到任何点位迹象,由于SEA是ARK的重仓股,我做了跟ARKK的对比如下,可以说相关性非常强。这种情况下非","listText":"大家周末好,本周的行情凶狠,波动剧烈,我花了一下午时间做了一些反思和复盘,包括近期操作、科技股和中概股,分享给大家,也欢迎多提意见交流。 首先要认错,<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> 跟AGC合并后立即暴跌,走势非常让人失望,我之前做了12.17到期的10、11的卖put,大概率是要被行权并且接受正股的亏损。我复盘这个操作,前面没有问题,但是我没有从基本面上判断合并后市值高估的部分,由于GRAB的合并市400亿美元,但此前公司发布2021Q3业绩同比显著下滑9%,主要是越南的疫情封锁政策影响,公司Q3净亏损9.88亿美元,净亏损同比扩大了59%。当前正是Omicron威胁市场之际,多国再度加强封锁政策,市场必然对Grab第四季度业绩存在质疑,而对应其2020年全年11.9亿美元的收入来说,400亿美元估值确实高了。如果情绪乐观的时候,市场必然给这个东南亚第二大互联网公司一定心理溢价,但恰逢本周成长股杀跌,东南亚第一的<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 一周大跌近15%,11月至今已经跌了26%,可以说跌入熊市区间,我做交易时候忘记看SEA的情况,造成了不够全面的判断。 计算我全部行权后的成本大概是10.3左右,较周五收盘价亏12.6%,我其实觉得这个价格还可以,不算站在山顶。由于目前距离12.17到期还有一定时间,暂时不打算做更多操作,也不打算提前补仓,先观望一下,后续如果有操作会做写出来。不想做任何操作还有一个原因是我对SEA的走势偏悲观,从技术面看不到任何点位迹象,由于SEA是ARK的重仓股,我做了跟ARKK的对比如下,可以说相关性非常强。这种情况下非","text":"大家周末好,本周的行情凶狠,波动剧烈,我花了一下午时间做了一些反思和复盘,包括近期操作、科技股和中概股,分享给大家,也欢迎多提意见交流。 首先要认错,$Grab Holdings(GRAB)$ 跟AGC合并后立即暴跌,走势非常让人失望,我之前做了12.17到期的10、11的卖put,大概率是要被行权并且接受正股的亏损。我复盘这个操作,前面没有问题,但是我没有从基本面上判断合并后市值高估的部分,由于GRAB的合并市400亿美元,但此前公司发布2021Q3业绩同比显著下滑9%,主要是越南的疫情封锁政策影响,公司Q3净亏损9.88亿美元,净亏损同比扩大了59%。当前正是Omicron威胁市场之际,多国再度加强封锁政策,市场必然对Grab第四季度业绩存在质疑,而对应其2020年全年11.9亿美元的收入来说,400亿美元估值确实高了。如果情绪乐观的时候,市场必然给这个东南亚第二大互联网公司一定心理溢价,但恰逢本周成长股杀跌,东南亚第一的$Sea Ltd(SE)$ 一周大跌近15%,11月至今已经跌了26%,可以说跌入熊市区间,我做交易时候忘记看SEA的情况,造成了不够全面的判断。 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","listText":"俄罗斯有啥投资机会吗[财迷] ","text":"俄罗斯有啥投资机会吗[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/604849751","repostId":"1134232908","repostType":2,"isVote":1,"tweetType":1,"viewCount":7699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609475189,"gmtCreate":1638321935768,"gmtModify":1638321935768,"author":{"id":"3583899866038253","authorId":"3583899866038253","name":"景燊","avatar":"https://static.tigerbbs.com/a1fc840c41f081ed2d83c2d02f27513a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583899866038253","authorIdStr":"3583899866038253"},"themes":[],"htmlText":"港股需要的资金太大了,几w根本没法玩!","listText":"港股需要的资金太大了,几w根本没法玩!","text":"港股需要的资金太大了,几w根本没法玩!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609475189","isVote":1,"tweetType":1,"viewCount":1943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609472271,"gmtCreate":1638321873262,"gmtModify":1638321873262,"author":{"id":"3583899866038253","authorId":"3583899866038253","name":"景燊","avatar":"https://static.tigerbbs.com/a1fc840c41f081ed2d83c2d02f27513a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583899866038253","authorIdStr":"3583899866038253"},"themes":[],"htmlText":"<a 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的话,就是一句俗不可奈的话“永远要对资本市场保持一颗敬畏的心”。正如标题所示,上一年在资金量不大的情况下,在以小博大的情况在港股打新这个市场下成功实现了盈利5倍的伟大壮举,但是从今年开始继续延续上一年的打新策略之后,到今天统计的时候总体亏损了差不多有10万之巨,现在说出来心都还是痛的,这已经够痛彻心扉了。作为全职的投资者,这种年投资回报是很让人绝望的,现在只能真的如新闻所说的那样,明年就都恢复了,把所有的","listText":"今年的不幸应该是继续了上一年的投资风格,或许从做这个决定开始就已经注定了今年的悲剧。我不知道之前有没有讲过,也许是有的,老虎的季度总结呀年终总结呀,都已经写过几次了,所以应该是有提到过。我主要是做港美股的打新为主的,我觉得这个写出来的话也没有什么好丢人的,毕竟对于在二级市场投资来讲的话,打新已经是一个胜率很高的事,如果这个都玩不转,那证明其它的话,那就更难玩得转了,所以亏钱的手艺,有一门就够了,没有必要去学更多的了。这一次的复盘给了几个主题“心得感悟”、“做了什么神操作?得到什么启发?”、“哪次失败的投资令你痛彻心扉,总结出哪些教训?”、展望2022年,你又希望收获什么?”。说真的,当我看到这几个主题的时候,那一个我都想好好说一下,但是一想到总个2021年,真的是亏到痛彻心扉的时候,话都到嘴边了手在键盘却敲不下去。那种真的是心痛的感受,而且是很痛的那种。先简单说一下心得感悟吧,我觉得造成今年的亏损完全就是上一年的打新收益太顺了,所以才会造成今年的亏损,如果不是盲目自信的话,稳打稳扎一点或者见势不好的时候早点收手,今年也许就不会亏成这今这个样子的,现在就像杀红了眼的赌徒一样,还继续赌它气氛回暖,如果不赌今年就彻底亏损出局了,如果继续赌的话,今年还有回本的可能。但是话又说回来了,我们这好像有一句彦语“输钱皆因赢钱起”,我也不确定是不是我们这的,但不可否认真的是真理。其实总结来说的话,就是一句俗不可奈的话“永远要对资本市场保持一颗敬畏的心”。正如标题所示,上一年在资金量不大的情况下,在以小博大的情况在港股打新这个市场下成功实现了盈利5倍的伟大壮举,但是从今年开始继续延续上一年的打新策略之后,到今天统计的时候总体亏损了差不多有10万之巨,现在说出来心都还是痛的,这已经够痛彻心扉了。作为全职的投资者,这种年投资回报是很让人绝望的,现在只能真的如新闻所说的那样,明年就都恢复了,把所有的","text":"今年的不幸应该是继续了上一年的投资风格,或许从做这个决定开始就已经注定了今年的悲剧。我不知道之前有没有讲过,也许是有的,老虎的季度总结呀年终总结呀,都已经写过几次了,所以应该是有提到过。我主要是做港美股的打新为主的,我觉得这个写出来的话也没有什么好丢人的,毕竟对于在二级市场投资来讲的话,打新已经是一个胜率很高的事,如果这个都玩不转,那证明其它的话,那就更难玩得转了,所以亏钱的手艺,有一门就够了,没有必要去学更多的了。这一次的复盘给了几个主题“心得感悟”、“做了什么神操作?得到什么启发?”、“哪次失败的投资令你痛彻心扉,总结出哪些教训?”、展望2022年,你又希望收获什么?”。说真的,当我看到这几个主题的时候,那一个我都想好好说一下,但是一想到总个2021年,真的是亏到痛彻心扉的时候,话都到嘴边了手在键盘却敲不下去。那种真的是心痛的感受,而且是很痛的那种。先简单说一下心得感悟吧,我觉得造成今年的亏损完全就是上一年的打新收益太顺了,所以才会造成今年的亏损,如果不是盲目自信的话,稳打稳扎一点或者见势不好的时候早点收手,今年也许就不会亏成这今这个样子的,现在就像杀红了眼的赌徒一样,还继续赌它气氛回暖,如果不赌今年就彻底亏损出局了,如果继续赌的话,今年还有回本的可能。但是话又说回来了,我们这好像有一句彦语“输钱皆因赢钱起”,我也不确定是不是我们这的,但不可否认真的是真理。其实总结来说的话,就是一句俗不可奈的话“永远要对资本市场保持一颗敬畏的心”。正如标题所示,上一年在资金量不大的情况下,在以小博大的情况在港股打新这个市场下成功实现了盈利5倍的伟大壮举,但是从今年开始继续延续上一年的打新策略之后,到今天统计的时候总体亏损了差不多有10万之巨,现在说出来心都还是痛的,这已经够痛彻心扉了。作为全职的投资者,这种年投资回报是很让人绝望的,现在只能真的如新闻所说的那样,明年就都恢复了,把所有的","images":[{"img":"https://static.tigerbbs.com/39374d5e9909ad47e07dd29a3e398be5","width":"548","height":"300"},{"img":"https://static.tigerbbs.com/f9f1fa7e94f82b86c7f45fe6baed2bde","width":"1430","height":"1985"},{"img":"https://static.tigerbbs.com/33612eb6aa0cbd590ebe8c0ff07c6cfd","width":"569","height":"400"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604620721","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604750551,"gmtCreate":1639448633678,"gmtModify":1639448633678,"author":{"id":"3583899866038253","authorId":"3583899866038253","name":"景燊","avatar":"https://static.tigerbbs.com/a1fc840c41f081ed2d83c2d02f27513a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583899866038253","authorIdStr":"3583899866038253"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604750551","repostId":"606528443","repostType":1,"repost":{"id":606528443,"gmtCreate":1638897490279,"gmtModify":1639146502956,"author":{"id":"3527841556972543","authorId":"3527841556972543","name":"开飞机的贝塔","avatar":"https://static.tigerbbs.com/fd3fba7125cff18aaacd793aedcdd982","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527841556972543","authorIdStr":"3527841556972543"},"themes":[],"title":"菜鸟的2021年美股总结——虽然我也不知道盈亏率如何碾压95%的美股er","htmlText":"又到了12月,这一年即将过去。偷偷查了一下资产报告,套利69%,比较满意了。预期是40%~50%,超预期其实是很开心的一件事。 2020年,亏损了很多,很多。具体多少我不想写,总之就是很多。现在回想一下感觉自己真的很蠢: 两次熔断后,开始年少轻狂,认为到底了,然后大仓位做空TVIX,最后爆仓,死的惨惨的。 然后继续轻狂,自认为掌握了TSLA的日内波动规律,做日内call期权,也是亏的很惨,所幸还是买call,如果是买put,死的更惨。 痛定思痛,最近一年才用稳扎稳打的操作,加上偶尔耍一些小聪明,做一点日内换手。总算不负预期。自认为值得沉淀下来的技巧: 对着$(UPRO)$和$(TQQQ)$做卖出现金担保看跌期权(Cash-Secured Put),大概占总收益的70%以上。当然也是因为行情好,所以,差不多以1.5倍qqq上涨速率赚权利金。尤其是7-8月份,赚得最happy。 持仓正股TQQQ,看准机会,卖平价put末日期权,不仅买到股票,并且额外能拿好3-4块钱一股的权利金,然后坐等市场上涨。 做多$(baba)$,如果没有新政(反垄断法禁止二选一),2个月能套利115%,因为新政出台,最终也套利72%。期间受到大晏老师一句话刺激,大意是“你看阿里的PE是多少,你再看看$(AMZN)$的PE,我不知道你有什么理由不敢投阿里”,第一次似乎触碰到价值投资的核心逻辑,之前一直认为自己属于技术流(交易参考图1)。 蝶式期权赌波动率。$(NFLX)$财报后波动率很高,几乎是定数,所以做蝶式期权,涨跌都能赚,简直是送钱,当然我只是测试一张,未来可以对财报后波动率确定(很大或很小)的股票如此这般。有点遗憾是我的券商无法提交蝶式期权订单,只能提交两次期权组合来达成(交易参考图2)。 图1 图 2 2021年收获最大的其实不是钱,而是一些道理,总结下来有如下几条: 永远交易的是确定性,也要坚","listText":"又到了12月,这一年即将过去。偷偷查了一下资产报告,套利69%,比较满意了。预期是40%~50%,超预期其实是很开心的一件事。 2020年,亏损了很多,很多。具体多少我不想写,总之就是很多。现在回想一下感觉自己真的很蠢: 两次熔断后,开始年少轻狂,认为到底了,然后大仓位做空TVIX,最后爆仓,死的惨惨的。 然后继续轻狂,自认为掌握了TSLA的日内波动规律,做日内call期权,也是亏的很惨,所幸还是买call,如果是买put,死的更惨。 痛定思痛,最近一年才用稳扎稳打的操作,加上偶尔耍一些小聪明,做一点日内换手。总算不负预期。自认为值得沉淀下来的技巧: 对着$(UPRO)$和$(TQQQ)$做卖出现金担保看跌期权(Cash-Secured Put),大概占总收益的70%以上。当然也是因为行情好,所以,差不多以1.5倍qqq上涨速率赚权利金。尤其是7-8月份,赚得最happy。 持仓正股TQQQ,看准机会,卖平价put末日期权,不仅买到股票,并且额外能拿好3-4块钱一股的权利金,然后坐等市场上涨。 做多$(baba)$,如果没有新政(反垄断法禁止二选一),2个月能套利115%,因为新政出台,最终也套利72%。期间受到大晏老师一句话刺激,大意是“你看阿里的PE是多少,你再看看$(AMZN)$的PE,我不知道你有什么理由不敢投阿里”,第一次似乎触碰到价值投资的核心逻辑,之前一直认为自己属于技术流(交易参考图1)。 蝶式期权赌波动率。$(NFLX)$财报后波动率很高,几乎是定数,所以做蝶式期权,涨跌都能赚,简直是送钱,当然我只是测试一张,未来可以对财报后波动率确定(很大或很小)的股票如此这般。有点遗憾是我的券商无法提交蝶式期权订单,只能提交两次期权组合来达成(交易参考图2)。 图1 图 2 2021年收获最大的其实不是钱,而是一些道理,总结下来有如下几条: 永远交易的是确定性,也要坚","text":"又到了12月,这一年即将过去。偷偷查了一下资产报告,套利69%,比较满意了。预期是40%~50%,超预期其实是很开心的一件事。 2020年,亏损了很多,很多。具体多少我不想写,总之就是很多。现在回想一下感觉自己真的很蠢: 两次熔断后,开始年少轻狂,认为到底了,然后大仓位做空TVIX,最后爆仓,死的惨惨的。 然后继续轻狂,自认为掌握了TSLA的日内波动规律,做日内call期权,也是亏的很惨,所幸还是买call,如果是买put,死的更惨。 痛定思痛,最近一年才用稳扎稳打的操作,加上偶尔耍一些小聪明,做一点日内换手。总算不负预期。自认为值得沉淀下来的技巧: 对着$(UPRO)$和$(TQQQ)$做卖出现金担保看跌期权(Cash-Secured Put),大概占总收益的70%以上。当然也是因为行情好,所以,差不多以1.5倍qqq上涨速率赚权利金。尤其是7-8月份,赚得最happy。 持仓正股TQQQ,看准机会,卖平价put末日期权,不仅买到股票,并且额外能拿好3-4块钱一股的权利金,然后坐等市场上涨。 做多$(baba)$,如果没有新政(反垄断法禁止二选一),2个月能套利115%,因为新政出台,最终也套利72%。期间受到大晏老师一句话刺激,大意是“你看阿里的PE是多少,你再看看$(AMZN)$的PE,我不知道你有什么理由不敢投阿里”,第一次似乎触碰到价值投资的核心逻辑,之前一直认为自己属于技术流(交易参考图1)。 蝶式期权赌波动率。$(NFLX)$财报后波动率很高,几乎是定数,所以做蝶式期权,涨跌都能赚,简直是送钱,当然我只是测试一张,未来可以对财报后波动率确定(很大或很小)的股票如此这般。有点遗憾是我的券商无法提交蝶式期权订单,只能提交两次期权组合来达成(交易参考图2)。 图1 图 2 2021年收获最大的其实不是钱,而是一些道理,总结下来有如下几条: 永远交易的是确定性,也要坚","images":[{"img":"https://static.tigerbbs.com/d81ff9e55df8398ac2a3e2f1ce58aa0e","width":"779","height":"868"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606528443","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604750202,"gmtCreate":1639448624315,"gmtModify":1639448624315,"author":{"id":"3583899866038253","authorId":"3583899866038253","name":"景燊","avatar":"https://static.tigerbbs.com/a1fc840c41f081ed2d83c2d02f27513a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583899866038253","authorIdStr":"3583899866038253"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604750202","repostId":"608588155","repostType":1,"repost":{"id":608588155,"gmtCreate":1638758905474,"gmtModify":1744961916102,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【12月6日】看本周关键事件,聊今日交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 低开8%再创新低,此前宣布组织调整和人事变动;<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌超5%; 造车新势力大幅低开,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌15%,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超10%; <a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a> 开跌7.11%,恒大汽车跌11.3%; <a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 高开7%,此前公告称新冠联合疗法获积极数据,今日获纳入港股通;","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 低开8%再创新低,此前宣布组织调整和人事变动;<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌超5%; 造车新势力大幅低开,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌15%,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超10%; <a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a> 开跌7.11%,恒大汽车跌11.3%; <a target=\"_blank\" href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$</a> 高开7%,此前公告称新冠联合疗法获积极数据,今日获纳入港股通;","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 12月6日,香港恒生指数开盘下跌346.25点,跌幅1.46%,报23420.44点;国企指数开盘下跌124.82点,跌幅1.48%,报8330.63点;红筹指数开盘下跌7.05点,跌幅0.18%,报3826.45点。 恒生科技指数跌2.56%,$阿里巴巴-SW(09988)$ 低开8%再创新低,此前宣布组织调整和人事变动;$网易-S(09999)$ 、$百度集团-SW(09888)$ 跌超5%; 造车新势力大幅低开,$理想汽车-W(02015)$ 跌15%,$小鹏汽车-W(09868)$ 跌超10%; $中国恒大(03333)$ 开跌7.11%,恒大汽车跌11.3%; $腾盛博药-B(02137)$ 高开7%,此前公告称新冠联合疗法获积极数据,今日获纳入港股通;","images":[{"img":"https://static.tigerbbs.com/00e41c81f36745ad372df91acac2af28","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608588155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184963054,"gmtCreate":1623681146578,"gmtModify":1623683227778,"author":{"id":"3583899866038253","authorId":"3583899866038253","name":"景燊","avatar":"https://static.tigerbbs.com/a1fc840c41f081ed2d83c2d02f27513a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583899866038253","authorIdStr":"3583899866038253"},"themes":[],"htmlText":"申请了200股,不知道为啥老虎识别不出我的照片导致无法上传。anyway权当记录下,看看中国ESG第一股究竟表现如何。ps:爱回收活动的礼品,会是二手的吗???","listText":"申请了200股,不知道为啥老虎识别不出我的照片导致无法上传。anyway权当记录下,看看中国ESG第一股究竟表现如何。ps:爱回收活动的礼品,会是二手的吗???","text":"申请了200股,不知道为啥老虎识别不出我的照片导致无法上传。anyway权当记录下,看看中国ESG第一股究竟表现如何。ps:爱回收活动的礼品,会是二手的吗???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184963054","isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}