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OptionS
2022-07-26
期权感悟(8):SCSP(sell cs puts)策略优点
之前介绍过Sell cs puts策略的缺点:
期权感悟 (4) : SCSP(sell cs put)缺点
基础知识:什么是Sell put?以及什么是 Cash-secured见:
期权感悟(3):Cash-secured
今天聊聊SCSP的优点:1、胜率高sell otm put,并做到cash-secured,即使是熊市,胜率也能做到70%+,甚至85%+。2、容错性,提供一定的安全边际,可以扛过熊市从美团案例:
期权感悟 (5) : 典型案例:美团
可以看出在460-100-190这波股价过山车,最后还是可以盈利收场。熊市、震荡市伴侣。3、时间的朋友正股上下震荡,股价持平,或者跌的速度慢于行权价的安全垫程度,都可以赚钱。sell put赚的是theta的钱,时间价值,而非delta。(注:delta、theta 期权希腊字母)4、更容易产生投资线索因为sell put只需要正股不暴跌,微跌和持平都能接受,所以是一种弱看多策略,弱看多的标的还是比强看多标的好找很多。5、不需要盯盘比如选好了
$阿里巴巴(BABA)$
选好了
期权感悟(8):SCSP(sell cs puts)策略优点
OptionS
12:20
我开仓了
$TCH.HK 20240530 275.00 PUT$
,收益/保证金,年化65%,腾讯很适合sp
OptionS
09:39
我开仓了
$CHT.HK 20240730 62.50 PUT$
,收益/保证金年化 38%,作为高息股,中移动经受了最近的大环境波动考验,很适合sp,不会暴涨,但回撤有限,有底,不怕接盘。
OptionS
04-22 22:14
我开仓了
$TSLA 20240426 180.0 CALL$
,本周五到期,认为tsla财报不会暴涨
OptionS
04-22 17:41
sell put接盘后怎么办?【期权周记】
一、上周交易摘要 sp
$英伟达(NVDA)$
600, 4.26到期。 暴跌的时候比较适合sell put。能卖个好价钱。 对应24年forward pe 20多倍还ok。 二、上周五到期操作摘要 上周五是月期权到期日,我的3个机构账户100多行期权,一共过期了大约30个期权。 其中,接盘了: 台积电,美光科技MU和美债tlt。 接盘这三个表示淡定,今晚sell covered call摊薄成本。 过期了:
$特斯拉(TSLA)$
135 sp, 短期不会sp tsla,本周二盘后财报前择机sell call。
$理想汽车(LI)$
20 sp,短期不会sp,新能源车真卷啊。新能源车赛道还是择机sell call xpev。 smci 1840 sc,会择机继续sell call。 sp更多过期:nvda 650;amd 120 ;coin 50;pdd 70 ;O 50 ;ntes 85;bz 12.5等。 sc更多过期:xpev 10; djt 70等。 三、本周计划 1、接盘的sell covered call 台积电,美光科技MU和美债tlt。 sell put;接盘;sell covered call;被call走。 这是期权周而复始的循环。需要的是选有底长期向上的大盘标的+合适的行权价。 2、sc tsla,这次财报很难亮眼,bet不会暴涨,赚财报前后iv差。 上周周记:
财报季到来,
sell put接盘后怎么办?【期权周记】
OptionS
04-19
$TSM 20240419 130.0 PUT$
估计今晚要接盘了,sp多了经常会这样,下周一scc争取一周内被call走,这就是期权操作的经典循环:sp,接盘,scc,call走,周而复始。
OptionS
04-19
$AMD 20240419 120.0 PUT$
nvda的cuda和nvda link还是壁垒很深,未来配置上我会更多sp nvda,少量sp amd。
OptionS
04-19
$TSLA 20240419 135.0 PUT$
今晚到期,中间想过提前平仓,135行权价对我来说forward pe还是略高,后来基本稳住,就留到今天了。这是目前行权价最高的,剩余的最高行权价为100。因为eps今年很难预估,波动很大,短期不再sp tsla,会转向轻仓sc tsla,直至销量有转机或者robo taxi有望实质变现。
OptionS
04-19
$NVDA 20240419 650.0 PUT$
今晚到期,行权价650对应今年20多倍forward pe,很安全,常年sp nvda。
OptionS
04-19
$TIGR 20240419 3.0 PUT$
今晚到期,还比较适合sell put
OptionS
04-19
$SMCI 20240419 1840.0 CALL$
今晚到期,之前的操作,怀念高iv的时代,不过下周还是可以继续sc的,只是收益缩水
OptionS
04-19
$腾讯控股(00700)$
$中国移动(00941)$
我的自选港股里就这两只今天没跌/微跌,果然是适合sell put的标的,抗跌性最重要。也是我港股唯二sell put的两个标的,一个强回购,一个高股息。
OptionS
04-18
$台积电(TSM)$
财报会上预测doubling of AI server processor sales this year and 50% CAGR growth in the next five years. 但其他方向如消费电子,汽车等都弱
OptionS
04-15
财报季到来,做期权卖方,赚iv差:sp台积电/中移动,sc tsla【期权周记】
一、上周交易摘要 sp
$台积电(TSM)$
138,台积电4.18本周四盘前财报,可以用sp赚财报前后iv差。 台积电,常期sp标的,行业地位垄断,有底。 sp 腾讯 260,如上周期权周记,腾讯今年预计回购量翻倍,超过了大股东卖出量。腾讯第一季度回购了超过 5100 万股股票,覆盖了 Prosus 在第一季度抛售的 约4100 万股股票。常期sp标的。 二、上周五到期操作摘要 sc smci 1800 到期。 这是典型的轻仓sc场景,赌不会翻倍,赚iv衰落的收益。这股iv在变小,下个月的期权都到期后估计就删除了。 三、本周计划 又到财报季了,财报前后sell 期权赚iv差是经典操作。
$特斯拉(TSLA)$
4.23下周二盘后财报,我有可能轻仓sc 220+的行权价或者不操作。 台积电 4.18盘前财报,已布局4.19到期sp。
$中国移动(00941)$
sell put既然赚不到暴涨的收益,很多时候做做中移动这种高息票还是很舒服的。继续加仓sp 中移动。和腾讯构成港股唯二的常期sp标的。 上周周记:
腾讯太适合sell put了,腾讯被投企业会有卖压【期权周记】
财报季到来,做期权卖方,赚iv差:sp台积电/中移动,sc tsla【期权周记】
OptionS
04-09
$Destiny Tech100 Inc(DXYZ)$
互联网券商里好像只有老虎目前有券可以做空。纯围观群众。
OptionS
04-09
我开仓了
$MU 20240419 110.0 PUT$
,增加新sp标的MU,轻仓玩玩
OptionS
04-09
我开仓了
$TCH.HK 20241230 260.00 PUT$
,收益/保证金 年化收益50%,常年sp腾讯,今年回购千亿
OptionS
04-08
我开仓了
$TSM 20240412 138.0 PUT$
,轻仓,短期最高行权价,4.18财报,赚财报前高iv
OptionS
04-08
腾讯太适合sell put了,腾讯被投企业会有卖压【期权周记】
一、上周交易摘要 sp
$腾讯控股(00700)$
250-260,腾讯是我常年sp标的,非常适合sp,两大特征: 1. 股价会有底,业务稳定,现金流健康,大规模回购,forward pe低 2. 也不用担心错过正股暴涨,有大股东卖压,可以确保常年sp有不错的年化回报,sp 260那个操作当时保证金年化收益是75%,注意:这个是含杠杆的,如果真接盘了,收益率就远没有这么高。 24年千亿回购,forward pe当前15倍,行权价260对应12.7倍forward pe比较舒服。 腾讯等中概科技股已经从当年的成长股,变成了大比例回购/分红价值股了。 btw:这里会引入一个有趣的问题,腾讯为了大比例回购,会卖出哪些腾讯被投企业股票?[得意] sc 小鹏 10,之前都是sc 15+,这个赛道太卷。 sp 台积电;sc smci 1840 等更多操作见交易分享。 欢迎订阅我的实盘交易分享。 二、上周五到期操作摘要 sp
$英伟达(NVDA)$
700 到期,会不断滚动续,远点的行权价低一些。 sp
$MicroStrategy Incorporated(MSTR)$
800 到期, 这个不打算续了,因为只敢轻仓操作,内心不打算真的接盘的还是不sp为好,还是老老实实等ibit出期权。 三、本周计划 台积电 4.18财报,继续sp 台积电,赚一波财报前后iv差。 如果携程有暴跌的机会,会sp 携程。 上周周记:
腾讯太适合sell put了,腾讯被投企业会有卖压【期权周记】
OptionS
04-03
我开仓了
$TCH.HK 20240730 260.00 PUT$
,常年sp腾讯,今年回购翻倍,收益/保证金年化75%,收益很高了
OptionS
04-02
$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$
这是个sell call的好标的,长期衰减[得意]
去老虎APP查看更多动态
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cs puts)策略优点","htmlText":"之前介绍过Sell cs puts策略的缺点:<a href=\"https://www.laohu8.com/post/686530118\" target=\"_blank\">期权感悟 (4) : SCSP(sell cs put)缺点 </a>基础知识:什么是Sell put?以及什么是 Cash-secured见:<a href=\"https://www.laohu8.com/post/686590477\" target=\"_blank\">期权感悟(3):Cash-secured </a>今天聊聊SCSP的优点:1、胜率高sell otm put,并做到cash-secured,即使是熊市,胜率也能做到70%+,甚至85%+。2、容错性,提供一定的安全边际,可以扛过熊市从美团案例:<a href=\"https://www.laohu8.com/post/686421205\" target=\"_blank\">期权感悟 (5) : 典型案例:美团 </a> 可以看出在460-100-190这波股价过山车,最后还是可以盈利收场。熊市、震荡市伴侣。3、时间的朋友正股上下震荡,股价持平,或者跌的速度慢于行权价的安全垫程度,都可以赚钱。sell put赚的是theta的钱,时间价值,而非delta。(注:delta、theta 期权希腊字母)4、更容易产生投资线索因为sell put只需要正股不暴跌,微跌和持平都能接受,所以是一种弱看多策略,弱看多的标的还是比强看多标的好找很多。5、不需要盯盘比如选好了<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 选好了","listText":"之前介绍过Sell cs puts策略的缺点:<a href=\"https://www.laohu8.com/post/686530118\" target=\"_blank\">期权感悟 (4) : SCSP(sell cs put)缺点 </a>基础知识:什么是Sell put?以及什么是 Cash-secured见:<a href=\"https://www.laohu8.com/post/686590477\" target=\"_blank\">期权感悟(3):Cash-secured </a>今天聊聊SCSP的优点:1、胜率高sell otm put,并做到cash-secured,即使是熊市,胜率也能做到70%+,甚至85%+。2、容错性,提供一定的安全边际,可以扛过熊市从美团案例:<a href=\"https://www.laohu8.com/post/686421205\" target=\"_blank\">期权感悟 (5) : 典型案例:美团 </a> 可以看出在460-100-190这波股价过山车,最后还是可以盈利收场。熊市、震荡市伴侣。3、时间的朋友正股上下震荡,股价持平,或者跌的速度慢于行权价的安全垫程度,都可以赚钱。sell put赚的是theta的钱,时间价值,而非delta。(注:delta、theta 期权希腊字母)4、更容易产生投资线索因为sell put只需要正股不暴跌,微跌和持平都能接受,所以是一种弱看多策略,弱看多的标的还是比强看多标的好找很多。5、不需要盯盘比如选好了<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 选好了","text":"之前介绍过Sell cs puts策略的缺点:期权感悟 (4) : SCSP(sell cs put)缺点 基础知识:什么是Sell put?以及什么是 Cash-secured见:期权感悟(3):Cash-secured 今天聊聊SCSP的优点:1、胜率高sell otm put,并做到cash-secured,即使是熊市,胜率也能做到70%+,甚至85%+。2、容错性,提供一定的安全边际,可以扛过熊市从美团案例:期权感悟 (5) : 典型案例:美团 可以看出在460-100-190这波股价过山车,最后还是可以盈利收场。熊市、震荡市伴侣。3、时间的朋友正股上下震荡,股价持平,或者跌的速度慢于行权价的安全垫程度,都可以赚钱。sell put赚的是theta的钱,时间价值,而非delta。(注:delta、theta 期权希腊字母)4、更容易产生投资线索因为sell put只需要正股不暴跌,微跌和持平都能接受,所以是一种弱看多策略,弱看多的标的还是比强看多标的好找很多。5、不需要盯盘比如选好了$阿里巴巴(BABA)$ 选好了","images":[],"top":2,"highlighted":2,"essential":2,"paper":2,"likeSize":77,"commentSize":28,"repostSize":25,"link":"https://laohu8.com/post/682180308","isVote":1,"tweetType":1,"viewCount":71758,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000481","authorId":"9000000000000481","name":"银河小铁骑00","avatar":"https://static.tigerbbs.com/84ac53ac922106fd5cb4dcb848ba94cb","crmLevel":1,"crmLevelSwitch":0},"content":"sell otm put,并做到cash-secured,即使是熊市,胜率也能做到70%+,甚至85%+,这一句话就把我打动了","text":"sell otm put,并做到cash-secured,即使是熊市,胜率也能做到70%+,甚至85%+,这一句话就把我打动了","html":"sell otm put,并做到cash-secured,即使是熊市,胜率也能做到70%+,甚至85%+,这一句话就把我打动了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298259345678472,"gmtCreate":1713846044550,"gmtModify":1713870771766,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20240530 275.00 PUT\">$TCH.HK 20240530 275.00 PUT$ </a>,收益/保证金,年化65%,腾讯很适合sp","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20240530 275.00 PUT\">$TCH.HK 20240530 275.00 PUT$ </a>,收益/保证金,年化65%,腾讯很适合sp","text":"我开仓了$TCH.HK 20240530 275.00 PUT$ ,收益/保证金,年化65%,腾讯很适合sp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298259345678472","isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298219958292808,"gmtCreate":1713836346817,"gmtModify":1713836600161,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/CHT.HK 20240730 62.50 PUT\">$CHT.HK 20240730 62.50 PUT$ </a>,收益/保证金年化 38%,作为高息股,中移动经受了最近的大环境波动考验,很适合sp,不会暴涨,但回撤有限,有底,不怕接盘。","listText":"我开仓了<a href=\"https://laohu8.com/OPT/CHT.HK 20240730 62.50 PUT\">$CHT.HK 20240730 62.50 PUT$ </a>,收益/保证金年化 38%,作为高息股,中移动经受了最近的大环境波动考验,很适合sp,不会暴涨,但回撤有限,有底,不怕接盘。","text":"我开仓了$CHT.HK 20240730 62.50 PUT$ ,收益/保证金年化 38%,作为高息股,中移动经受了最近的大环境波动考验,很适合sp,不会暴涨,但回撤有限,有底,不怕接盘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/298219958292808","isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000312","authorId":"9000000000000312","name":"灯塔国02","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","crmLevel":1,"crmLevelSwitch":0},"content":"作为高息股,它的回撤有一定的限制,相对有一定的安全底。","text":"作为高息股,它的回撤有一定的限制,相对有一定的安全底。","html":"作为高息股,它的回撤有一定的限制,相对有一定的安全底。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298051282075784,"gmtCreate":1713795247773,"gmtModify":1713796074299,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20240426 180.0 CALL\">$TSLA 20240426 180.0 CALL$ </a>,本周五到期,认为tsla财报不会暴涨","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSLA 20240426 180.0 CALL\">$TSLA 20240426 180.0 CALL$ </a>,本周五到期,认为tsla财报不会暴涨","text":"我开仓了$TSLA 20240426 180.0 CALL$ ,本周五到期,认为tsla财报不会暴涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/298051282075784","isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297984117043304,"gmtCreate":1713778874727,"gmtModify":1713778909308,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"sell put接盘后怎么办?【期权周记】","htmlText":"一、上周交易摘要 sp <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 600, 4.26到期。 暴跌的时候比较适合sell put。能卖个好价钱。 对应24年forward pe 20多倍还ok。 二、上周五到期操作摘要 上周五是月期权到期日,我的3个机构账户100多行期权,一共过期了大约30个期权。 其中,接盘了: 台积电,美光科技MU和美债tlt。 接盘这三个表示淡定,今晚sell covered call摊薄成本。 过期了: <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 135 sp, 短期不会sp tsla,本周二盘后财报前择机sell call。 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 20 sp,短期不会sp,新能源车真卷啊。新能源车赛道还是择机sell call xpev。 smci 1840 sc,会择机继续sell call。 sp更多过期:nvda 650;amd 120 ;coin 50;pdd 70 ;O 50 ;ntes 85;bz 12.5等。 sc更多过期:xpev 10; djt 70等。 三、本周计划 1、接盘的sell covered call 台积电,美光科技MU和美债tlt。 sell put;接盘;sell covered call;被call走。 这是期权周而复始的循环。需要的是选有底长期向上的大盘标的+合适的行权价。 2、sc tsla,这次财报很难亮眼,bet不会暴涨,赚财报前后iv差。 上周周记: <a href=\"https://www.laohu8.com/post/295573599137968\" target=\"_blank\">财报季到来,</a>","listText":"一、上周交易摘要 sp <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 600, 4.26到期。 暴跌的时候比较适合sell put。能卖个好价钱。 对应24年forward pe 20多倍还ok。 二、上周五到期操作摘要 上周五是月期权到期日,我的3个机构账户100多行期权,一共过期了大约30个期权。 其中,接盘了: 台积电,美光科技MU和美债tlt。 接盘这三个表示淡定,今晚sell covered call摊薄成本。 过期了: <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 135 sp, 短期不会sp tsla,本周二盘后财报前择机sell call。 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 20 sp,短期不会sp,新能源车真卷啊。新能源车赛道还是择机sell call xpev。 smci 1840 sc,会择机继续sell call。 sp更多过期:nvda 650;amd 120 ;coin 50;pdd 70 ;O 50 ;ntes 85;bz 12.5等。 sc更多过期:xpev 10; djt 70等。 三、本周计划 1、接盘的sell covered call 台积电,美光科技MU和美债tlt。 sell put;接盘;sell covered call;被call走。 这是期权周而复始的循环。需要的是选有底长期向上的大盘标的+合适的行权价。 2、sc tsla,这次财报很难亮眼,bet不会暴涨,赚财报前后iv差。 上周周记: <a href=\"https://www.laohu8.com/post/295573599137968\" target=\"_blank\">财报季到来,</a>","text":"一、上周交易摘要 sp $英伟达(NVDA)$ 600, 4.26到期。 暴跌的时候比较适合sell put。能卖个好价钱。 对应24年forward pe 20多倍还ok。 二、上周五到期操作摘要 上周五是月期权到期日,我的3个机构账户100多行期权,一共过期了大约30个期权。 其中,接盘了: 台积电,美光科技MU和美债tlt。 接盘这三个表示淡定,今晚sell covered call摊薄成本。 过期了: $特斯拉(TSLA)$ 135 sp, 短期不会sp tsla,本周二盘后财报前择机sell call。 $理想汽车(LI)$ 20 sp,短期不会sp,新能源车真卷啊。新能源车赛道还是择机sell call xpev。 smci 1840 sc,会择机继续sell call。 sp更多过期:nvda 650;amd 120 ;coin 50;pdd 70 ;O 50 ;ntes 85;bz 12.5等。 sc更多过期:xpev 10; djt 70等。 三、本周计划 1、接盘的sell covered call 台积电,美光科技MU和美债tlt。 sell put;接盘;sell covered call;被call走。 这是期权周而复始的循环。需要的是选有底长期向上的大盘标的+合适的行权价。 2、sc tsla,这次财报很难亮眼,bet不会暴涨,赚财报前后iv差。 上周周记: 财报季到来,","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/297984117043304","isVote":1,"tweetType":1,"viewCount":6711,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000237","authorId":"9000000000000237","name":"有钱就有爱0","avatar":"https://static.tigerbbs.com/857664b805838c1537f28f832c4b13e0","crmLevel":1,"crmLevelSwitch":0},"content":"至于接盘的期权你选择了sell covered call,我觉得是个不错的决策。","text":"至于接盘的期权你选择了sell covered call,我觉得是个不错的决策。","html":"至于接盘的期权你选择了sell covered call,我觉得是个不错的决策。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297005955240232,"gmtCreate":1713540093751,"gmtModify":1713541271248,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSM 20240419 130.0 PUT\">$TSM 20240419 130.0 PUT$ </a> 估计今晚要接盘了,sp多了经常会这样,下周一scc争取一周内被call走,这就是期权操作的经典循环:sp,接盘,scc,call走,周而复始。","listText":"<a href=\"https://laohu8.com/OPT/TSM 20240419 130.0 PUT\">$TSM 20240419 130.0 PUT$ </a> 估计今晚要接盘了,sp多了经常会这样,下周一scc争取一周内被call走,这就是期权操作的经典循环:sp,接盘,scc,call走,周而复始。","text":"$TSM 20240419 130.0 PUT$ 估计今晚要接盘了,sp多了经常会这样,下周一scc争取一周内被call走,这就是期权操作的经典循环:sp,接盘,scc,call走,周而复始。","images":[{"img":"https://static.tigerbbs.com/8e93ba850e10ab66fcd5c010afad590a","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/297005955240232","isVote":1,"tweetType":1,"viewCount":9530,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542329326174342","authorId":"3542329326174342","name":"R同学","avatar":"https://static.tigerbbs.com/aee2fa773452cc5e5685b300513c9418","crmLevel":3,"crmLevelSwitch":0},"content":"这种情况下 sc的时候正股一直跌,sell的期权收益无法cover正股loss怎么办?","text":"这种情况下 sc的时候正股一直跌,sell的期权收益无法cover正股loss怎么办?","html":"这种情况下 sc的时候正股一直跌,sell的期权收益无法cover正股loss怎么办?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":297005530697736,"gmtCreate":1713539914498,"gmtModify":1713539917524,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AMD 20240419 120.0 PUT\">$AMD 20240419 120.0 PUT$ </a> nvda的cuda和nvda link还是壁垒很深,未来配置上我会更多sp nvda,少量sp amd。","listText":"<a href=\"https://laohu8.com/OPT/AMD 20240419 120.0 PUT\">$AMD 20240419 120.0 PUT$ </a> nvda的cuda和nvda link还是壁垒很深,未来配置上我会更多sp nvda,少量sp amd。","text":"$AMD 20240419 120.0 PUT$ nvda的cuda和nvda link还是壁垒很深,未来配置上我会更多sp nvda,少量sp amd。","images":[{"img":"https://static.tigerbbs.com/0e7f051bc0f617e7b895f01ca2ee204e","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/297005530697736","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20733756400840","authorId":"20733756400840","name":"我是股神的小腿毛","avatar":"https://static.tigerbbs.com/3d2a54ec91bee908d0ce0a36809b8199","crmLevel":1,"crmLevelSwitch":0},"content":"我昨天sell 了30的 $GraniteShares 2x Long NVDA Daily ETF(NVDL)$[捂脸]英伟达成本好高,感觉这只也不错[微笑]","text":"我昨天sell 了30的 $GraniteShares 2x Long NVDA Daily ETF(NVDL)$[捂脸]英伟达成本好高,感觉这只也不错[微笑]","html":"我昨天sell 了30的 $GraniteShares 2x Long NVDA Daily ETF(NVDL)$[捂脸]英伟达成本好高,感觉这只也不错[微笑]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":297005199720520,"gmtCreate":1713539769142,"gmtModify":1713541784386,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20240419 135.0 PUT\">$TSLA 20240419 135.0 PUT$ </a> 今晚到期,中间想过提前平仓,135行权价对我来说forward pe还是略高,后来基本稳住,就留到今天了。这是目前行权价最高的,剩余的最高行权价为100。因为eps今年很难预估,波动很大,短期不再sp tsla,会转向轻仓sc tsla,直至销量有转机或者robo taxi有望实质变现。","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20240419 135.0 PUT\">$TSLA 20240419 135.0 PUT$ </a> 今晚到期,中间想过提前平仓,135行权价对我来说forward pe还是略高,后来基本稳住,就留到今天了。这是目前行权价最高的,剩余的最高行权价为100。因为eps今年很难预估,波动很大,短期不再sp tsla,会转向轻仓sc tsla,直至销量有转机或者robo taxi有望实质变现。","text":"$TSLA 20240419 135.0 PUT$ 今晚到期,中间想过提前平仓,135行权价对我来说forward pe还是略高,后来基本稳住,就留到今天了。这是目前行权价最高的,剩余的最高行权价为100。因为eps今年很难预估,波动很大,短期不再sp tsla,会转向轻仓sc tsla,直至销量有转机或者robo taxi有望实质变现。","images":[{"img":"https://static.tigerbbs.com/69dd7d5a5a58bea77646dfc1222cf834","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/297005199720520","isVote":1,"tweetType":1,"viewCount":9633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20733756400840","authorId":"20733756400840","name":"我是股神的小腿毛","avatar":"https://static.tigerbbs.com/3d2a54ec91bee908d0ce0a36809b8199","crmLevel":1,"crmLevelSwitch":0},"content":"100太稳了吧,我做了130的下周到期的 put","text":"100太稳了吧,我做了130的下周到期的 put","html":"100太稳了吧,我做了130的下周到期的 put"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":297003972350232,"gmtCreate":1713539471384,"gmtModify":1713547236570,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20240419 650.0 PUT\">$NVDA 20240419 650.0 PUT$ </a> 今晚到期,行权价650对应今年20多倍forward pe,很安全,常年sp nvda。","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20240419 650.0 PUT\">$NVDA 20240419 650.0 PUT$ </a> 今晚到期,行权价650对应今年20多倍forward pe,很安全,常年sp nvda。","text":"$NVDA 20240419 650.0 PUT$ 今晚到期,行权价650对应今年20多倍forward pe,很安全,常年sp nvda。","images":[{"img":"https://static.tigerbbs.com/2dd1872cc7bc4519b143bf70badf5aaf","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/297003972350232","isVote":1,"tweetType":1,"viewCount":10836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":297002836983976,"gmtCreate":1713539293529,"gmtModify":1713539295664,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TIGR 20240419 3.0 PUT\">$TIGR 20240419 3.0 PUT$ </a> 今晚到期,还比较适合sell put","listText":"<a href=\"https://laohu8.com/OPT/TIGR 20240419 3.0 PUT\">$TIGR 20240419 3.0 PUT$ </a> 今晚到期,还比较适合sell put","text":"$TIGR 20240419 3.0 PUT$ 今晚到期,还比较适合sell put","images":[{"img":"https://static.tigerbbs.com/59b0ccf29894c8f7fed9d3ada3819776","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297002836983976","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":297000618315784,"gmtCreate":1713538715186,"gmtModify":1713538718233,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SMCI 20240419 1840.0 CALL\">$SMCI 20240419 1840.0 CALL$ </a> 今晚到期,之前的操作,怀念高iv的时代,不过下周还是可以继续sc的,只是收益缩水","listText":"<a href=\"https://laohu8.com/OPT/SMCI 20240419 1840.0 CALL\">$SMCI 20240419 1840.0 CALL$ </a> 今晚到期,之前的操作,怀念高iv的时代,不过下周还是可以继续sc的,只是收益缩水","text":"$SMCI 20240419 1840.0 CALL$ 今晚到期,之前的操作,怀念高iv的时代,不过下周还是可以继续sc的,只是收益缩水","images":[{"img":"https://static.tigerbbs.com/ed2ac757ff9115546d5be36cecff9e78","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/297000618315784","isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118191900217960","authorId":"4118191900217960","name":"我太想进步了","avatar":"https://static.tigerbbs.com/611ed3a6a1d2303c419638e99290d242","crmLevel":8,"crmLevelSwitch":0},"content":"请问卖这个call一手压多少保证金 [得意]","text":"请问卖这个call一手压多少保证金 [得意]","html":"请问卖这个call一手压多少保证金 [得意]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":296920148574352,"gmtCreate":1713513669830,"gmtModify":1713514710029,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00941\">$中国移动(00941)$ </a>我的自选港股里就这两只今天没跌/微跌,果然是适合sell put的标的,抗跌性最重要。也是我港股唯二sell put的两个标的,一个强回购,一个高股息。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00941\">$中国移动(00941)$ </a>我的自选港股里就这两只今天没跌/微跌,果然是适合sell put的标的,抗跌性最重要。也是我港股唯二sell put的两个标的,一个强回购,一个高股息。","text":"$腾讯控股(00700)$ $中国移动(00941)$ 我的自选港股里就这两只今天没跌/微跌,果然是适合sell put的标的,抗跌性最重要。也是我港股唯二sell put的两个标的,一个强回购,一个高股息。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/296920148574352","isVote":1,"tweetType":1,"viewCount":7602,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20733756400840","authorId":"20733756400840","name":"我是股神的小腿毛","avatar":"https://static.tigerbbs.com/3d2a54ec91bee908d0ce0a36809b8199","crmLevel":1,"crmLevelSwitch":0},"content":"options 老师 我想请教一下派息是否会影响到sell put ?","text":"options 老师 我想请教一下派息是否会影响到sell put ?","html":"options 老师 我想请教一下派息是否会影响到sell put ?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296574535377144,"gmtCreate":1713443580393,"gmtModify":1713514594243,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 财报会上预测doubling of AI server processor sales this year and 50% CAGR growth in the next five years. 但其他方向如消费电子,汽车等都弱","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 财报会上预测doubling of AI server processor sales this year and 50% CAGR growth in the next five years. 但其他方向如消费电子,汽车等都弱","text":"$台积电(TSM)$ 财报会上预测doubling of AI server processor sales this year and 50% CAGR growth in the next five years. 但其他方向如消费电子,汽车等都弱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/296574535377144","isVote":1,"tweetType":1,"viewCount":5582,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20733756400840","authorId":"20733756400840","name":"我是股神的小腿毛","avatar":"https://static.tigerbbs.com/3d2a54ec91bee908d0ce0a36809b8199","crmLevel":1,"crmLevelSwitch":0},"content":"看着财报挺好的呀,这个预期也不低啊,为啥还跌了[暗中观察]?","text":"看着财报挺好的呀,这个预期也不低啊,为啥还跌了[暗中观察]?","html":"看着财报挺好的呀,这个预期也不低啊,为啥还跌了[暗中观察]?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295573599137968,"gmtCreate":1713170404480,"gmtModify":1713348003533,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"财报季到来,做期权卖方,赚iv差:sp台积电/中移动,sc tsla【期权周记】","htmlText":"一、上周交易摘要 sp <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 138,台积电4.18本周四盘前财报,可以用sp赚财报前后iv差。 台积电,常期sp标的,行业地位垄断,有底。 sp 腾讯 260,如上周期权周记,腾讯今年预计回购量翻倍,超过了大股东卖出量。腾讯第一季度回购了超过 5100 万股股票,覆盖了 Prosus 在第一季度抛售的 约4100 万股股票。常期sp标的。 二、上周五到期操作摘要 sc smci 1800 到期。 这是典型的轻仓sc场景,赌不会翻倍,赚iv衰落的收益。这股iv在变小,下个月的期权都到期后估计就删除了。 三、本周计划 又到财报季了,财报前后sell 期权赚iv差是经典操作。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 4.23下周二盘后财报,我有可能轻仓sc 220+的行权价或者不操作。 台积电 4.18盘前财报,已布局4.19到期sp。 <a href=\"https://laohu8.com/S/00941\">$中国移动(00941)$</a> sell put既然赚不到暴涨的收益,很多时候做做中移动这种高息票还是很舒服的。继续加仓sp 中移动。和腾讯构成港股唯二的常期sp标的。 上周周记: <a href=\"https://www.laohu8.com/post/293048240394400\" target=\"_blank\">腾讯太适合sell put了,腾讯被投企业会有卖压【期权周记】</a>","listText":"一、上周交易摘要 sp <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 138,台积电4.18本周四盘前财报,可以用sp赚财报前后iv差。 台积电,常期sp标的,行业地位垄断,有底。 sp 腾讯 260,如上周期权周记,腾讯今年预计回购量翻倍,超过了大股东卖出量。腾讯第一季度回购了超过 5100 万股股票,覆盖了 Prosus 在第一季度抛售的 约4100 万股股票。常期sp标的。 二、上周五到期操作摘要 sc smci 1800 到期。 这是典型的轻仓sc场景,赌不会翻倍,赚iv衰落的收益。这股iv在变小,下个月的期权都到期后估计就删除了。 三、本周计划 又到财报季了,财报前后sell 期权赚iv差是经典操作。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 4.23下周二盘后财报,我有可能轻仓sc 220+的行权价或者不操作。 台积电 4.18盘前财报,已布局4.19到期sp。 <a href=\"https://laohu8.com/S/00941\">$中国移动(00941)$</a> sell put既然赚不到暴涨的收益,很多时候做做中移动这种高息票还是很舒服的。继续加仓sp 中移动。和腾讯构成港股唯二的常期sp标的。 上周周记: <a href=\"https://www.laohu8.com/post/293048240394400\" target=\"_blank\">腾讯太适合sell put了,腾讯被投企业会有卖压【期权周记】</a>","text":"一、上周交易摘要 sp $台积电(TSM)$ 138,台积电4.18本周四盘前财报,可以用sp赚财报前后iv差。 台积电,常期sp标的,行业地位垄断,有底。 sp 腾讯 260,如上周期权周记,腾讯今年预计回购量翻倍,超过了大股东卖出量。腾讯第一季度回购了超过 5100 万股股票,覆盖了 Prosus 在第一季度抛售的 约4100 万股股票。常期sp标的。 二、上周五到期操作摘要 sc smci 1800 到期。 这是典型的轻仓sc场景,赌不会翻倍,赚iv衰落的收益。这股iv在变小,下个月的期权都到期后估计就删除了。 三、本周计划 又到财报季了,财报前后sell 期权赚iv差是经典操作。 $特斯拉(TSLA)$ 4.23下周二盘后财报,我有可能轻仓sc 220+的行权价或者不操作。 台积电 4.18盘前财报,已布局4.19到期sp。 $中国移动(00941)$ sell put既然赚不到暴涨的收益,很多时候做做中移动这种高息票还是很舒服的。继续加仓sp 中移动。和腾讯构成港股唯二的常期sp标的。 上周周记: 腾讯太适合sell put了,腾讯被投企业会有卖压【期权周记】","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":6,"commentSize":12,"repostSize":3,"link":"https://laohu8.com/post/295573599137968","isVote":1,"tweetType":1,"viewCount":15439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4127300510494110","authorId":"4127300510494110","name":"JulyJuly","avatar":"https://static.tigerbbs.com/5bf33d0e3adc10bd182381cbce205222","crmLevel":3,"crmLevelSwitch":1},"content":"亚马逊能突破200么","text":"亚马逊能突破200么","html":"亚马逊能突破200么"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293510708609304,"gmtCreate":1712677561771,"gmtModify":1712677563133,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$ </a> 互联网券商里好像只有老虎目前有券可以做空。纯围观群众。","listText":"<a href=\"https://laohu8.com/S/DXYZ\">$Destiny Tech100 Inc(DXYZ)$ </a> 互联网券商里好像只有老虎目前有券可以做空。纯围观群众。","text":"$Destiny Tech100 Inc(DXYZ)$ 互联网券商里好像只有老虎目前有券可以做空。纯围观群众。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/293510708609304","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667577115702","authorId":"3527667577115702","name":"小米死多头","avatar":"https://static.tigerbbs.com/2c36273dc153f2f9e76fe9da987b5084","crmLevel":1,"crmLevelSwitch":0},"content":"赌奈飞 特斯拉 财报吗?","text":"赌奈飞 特斯拉 财报吗?","html":"赌奈飞 特斯拉 财报吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293485540569096,"gmtCreate":1712671389832,"gmtModify":1712905460586,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/MU 20240419 110.0 PUT\">$MU 20240419 110.0 PUT$ </a>,增加新sp标的MU,轻仓玩玩","listText":"我开仓了<a href=\"https://laohu8.com/OPT/MU 20240419 110.0 PUT\">$MU 20240419 110.0 PUT$ </a>,增加新sp标的MU,轻仓玩玩","text":"我开仓了$MU 20240419 110.0 PUT$ ,增加新sp标的MU,轻仓玩玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293485540569096","isVote":1,"tweetType":1,"viewCount":2163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293363316613304,"gmtCreate":1712641432310,"gmtModify":1712905457952,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20241230 260.00 PUT\">$TCH.HK 20241230 260.00 PUT$ </a>,收益/保证金 年化收益50%,常年sp腾讯,今年回购千亿","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20241230 260.00 PUT\">$TCH.HK 20241230 260.00 PUT$ </a>,收益/保证金 年化收益50%,常年sp腾讯,今年回购千亿","text":"我开仓了$TCH.HK 20241230 260.00 PUT$ ,收益/保证金 年化收益50%,常年sp腾讯,今年回购千亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/293363316613304","isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293129835577552,"gmtCreate":1712584433703,"gmtModify":1712905447838,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TSM 20240412 138.0 PUT\">$TSM 20240412 138.0 PUT$ </a>,轻仓,短期最高行权价,4.18财报,赚财报前高iv","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TSM 20240412 138.0 PUT\">$TSM 20240412 138.0 PUT$ </a>,轻仓,短期最高行权价,4.18财报,赚财报前高iv","text":"我开仓了$TSM 20240412 138.0 PUT$ ,轻仓,短期最高行权价,4.18财报,赚财报前高iv","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/293129835577552","isVote":1,"tweetType":1,"viewCount":4401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542545097404908","authorId":"3542545097404908","name":"三千波比","avatar":"https://static.tigerbbs.com/25d2b856d6812e44c47b9f795662cdf0","crmLevel":6,"crmLevelSwitch":0},"content":"怎么哪里都有你!我们持仓是不是高度重合","text":"怎么哪里都有你!我们持仓是不是高度重合","html":"怎么哪里都有你!我们持仓是不是高度重合"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293048240394400,"gmtCreate":1712564509194,"gmtModify":1712659202567,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"腾讯太适合sell put了,腾讯被投企业会有卖压【期权周记】","htmlText":"一、上周交易摘要 sp <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 250-260,腾讯是我常年sp标的,非常适合sp,两大特征: 1. 股价会有底,业务稳定,现金流健康,大规模回购,forward pe低 2. 也不用担心错过正股暴涨,有大股东卖压,可以确保常年sp有不错的年化回报,sp 260那个操作当时保证金年化收益是75%,注意:这个是含杠杆的,如果真接盘了,收益率就远没有这么高。 24年千亿回购,forward pe当前15倍,行权价260对应12.7倍forward pe比较舒服。 腾讯等中概科技股已经从当年的成长股,变成了大比例回购/分红价值股了。 btw:这里会引入一个有趣的问题,腾讯为了大比例回购,会卖出哪些腾讯被投企业股票?[得意] sc 小鹏 10,之前都是sc 15+,这个赛道太卷。 sp 台积电;sc smci 1840 等更多操作见交易分享。 欢迎订阅我的实盘交易分享。 二、上周五到期操作摘要 sp <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 700 到期,会不断滚动续,远点的行权价低一些。 sp <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 800 到期, 这个不打算续了,因为只敢轻仓操作,内心不打算真的接盘的还是不sp为好,还是老老实实等ibit出期权。 三、本周计划 台积电 4.18财报,继续sp 台积电,赚一波财报前后iv差。 如果携程有暴跌的机会,会sp 携程。 上周周记:","listText":"一、上周交易摘要 sp <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 250-260,腾讯是我常年sp标的,非常适合sp,两大特征: 1. 股价会有底,业务稳定,现金流健康,大规模回购,forward pe低 2. 也不用担心错过正股暴涨,有大股东卖压,可以确保常年sp有不错的年化回报,sp 260那个操作当时保证金年化收益是75%,注意:这个是含杠杆的,如果真接盘了,收益率就远没有这么高。 24年千亿回购,forward pe当前15倍,行权价260对应12.7倍forward pe比较舒服。 腾讯等中概科技股已经从当年的成长股,变成了大比例回购/分红价值股了。 btw:这里会引入一个有趣的问题,腾讯为了大比例回购,会卖出哪些腾讯被投企业股票?[得意] sc 小鹏 10,之前都是sc 15+,这个赛道太卷。 sp 台积电;sc smci 1840 等更多操作见交易分享。 欢迎订阅我的实盘交易分享。 二、上周五到期操作摘要 sp <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 700 到期,会不断滚动续,远点的行权价低一些。 sp <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a> 800 到期, 这个不打算续了,因为只敢轻仓操作,内心不打算真的接盘的还是不sp为好,还是老老实实等ibit出期权。 三、本周计划 台积电 4.18财报,继续sp 台积电,赚一波财报前后iv差。 如果携程有暴跌的机会,会sp 携程。 上周周记:","text":"一、上周交易摘要 sp $腾讯控股(00700)$ 250-260,腾讯是我常年sp标的,非常适合sp,两大特征: 1. 股价会有底,业务稳定,现金流健康,大规模回购,forward pe低 2. 也不用担心错过正股暴涨,有大股东卖压,可以确保常年sp有不错的年化回报,sp 260那个操作当时保证金年化收益是75%,注意:这个是含杠杆的,如果真接盘了,收益率就远没有这么高。 24年千亿回购,forward pe当前15倍,行权价260对应12.7倍forward pe比较舒服。 腾讯等中概科技股已经从当年的成长股,变成了大比例回购/分红价值股了。 btw:这里会引入一个有趣的问题,腾讯为了大比例回购,会卖出哪些腾讯被投企业股票?[得意] sc 小鹏 10,之前都是sc 15+,这个赛道太卷。 sp 台积电;sc smci 1840 等更多操作见交易分享。 欢迎订阅我的实盘交易分享。 二、上周五到期操作摘要 sp $英伟达(NVDA)$ 700 到期,会不断滚动续,远点的行权价低一些。 sp $MicroStrategy Incorporated(MSTR)$ 800 到期, 这个不打算续了,因为只敢轻仓操作,内心不打算真的接盘的还是不sp为好,还是老老实实等ibit出期权。 三、本周计划 台积电 4.18财报,继续sp 台积电,赚一波财报前后iv差。 如果携程有暴跌的机会,会sp 携程。 上周周记:","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":16,"commentSize":19,"repostSize":4,"link":"https://laohu8.com/post/293048240394400","isVote":1,"tweetType":1,"viewCount":11852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20733756400840","authorId":"20733756400840","name":"我是股神的小腿毛","avatar":"https://static.tigerbbs.com/3d2a54ec91bee908d0ce0a36809b8199","crmLevel":1,"crmLevelSwitch":0},"content":"我腾讯340的成本,不太敢sp,担心接盘[流泪][流泪][流泪] 请问一下这只适合sell call吗","text":"我腾讯340的成本,不太敢sp,担心接盘[流泪][流泪][流泪] 请问一下这只适合sell call吗","html":"我腾讯340的成本,不太敢sp,担心接盘[流泪][流泪][流泪] 请问一下这只适合sell call吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291205215039672,"gmtCreate":1712121042388,"gmtModify":1712905400538,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20240730 260.00 PUT\">$TCH.HK 20240730 260.00 PUT$ </a>,常年sp腾讯,今年回购翻倍,收益/保证金年化75%,收益很高了","listText":"我开仓了<a href=\"https://laohu8.com/OPT/TCH.HK 20240730 260.00 PUT\">$TCH.HK 20240730 260.00 PUT$ </a>,常年sp腾讯,今年回购翻倍,收益/保证金年化75%,收益很高了","text":"我开仓了$TCH.HK 20240730 260.00 PUT$ ,常年sp腾讯,今年回购翻倍,收益/保证金年化75%,收益很高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/291205215039672","isVote":1,"tweetType":1,"viewCount":2486,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545124850458425","authorId":"3545124850458425","name":"SF90","avatar":"https://static.tigerbbs.com/b5997e645bb9e3d62a0f80d1cac9b66c","crmLevel":1,"crmLevelSwitch":0},"content":"感谢提醒 spx搞多了 差点忘记这货了[开心]","text":"感谢提醒 spx搞多了 差点忘记这货了[开心]","html":"感谢提醒 spx搞多了 差点忘记这货了[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290989382930664,"gmtCreate":1712068298004,"gmtModify":1712068299264,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$ </a> 这是个sell call的好标的,长期衰减[得意] ","listText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$ </a> 这是个sell call的好标的,长期衰减[得意] ","text":"$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$ 这是个sell call的好标的,长期衰减[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/290989382930664","isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546925022414459","authorId":"3546925022414459","name":"FrankAllin","avatar":"https://static.tigerbbs.com/c78dc014137382fcbd12cf93bd44ab6d","crmLevel":9,"crmLevelSwitch":1},"content":"这个节点不是很适合推这个。 建议了解下Volmageddon。","text":"这个节点不是很适合推这个。 建议了解下Volmageddon。","html":"这个节点不是很适合推这个。 建议了解下Volmageddon。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[],"lives":[]}