zhihuaya的个人主页 - 老虎社区

zhihuaya

zhihuaya

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IP属地：浙江

941关注

67粉丝

9主题

0勋章

2022-05-08

吃吃喝喝睡睡@失败投资 @追风维特 @谋定后动 @醉猫猫 @greenhorse绿马 @rosa @源之谷港美股 @Ericaaaaaa @长线投资不投机 @华尔街附近的小号 @猪崽八 @不加倍抢地主 @猪崽八

@小虎活动:【有奖活动】晒晒你的宅家日常

2022-01-03

这篇文章不错，转发给大家看

@Iverson:无惧通胀，为什么麦当劳是机构持仓的不二选择？

2022-08-11

赤子城做了很好的一次尝拭，相信国人可以在世界各地开拓市场，直面各种竞争，21世纪属于勤劳勇敢的中国人民。

2023-01-03

晒晒我的2022年度报告。2022年很艰难很，上半年一度差点腰斩，好在抓住了年底的酒店餐饮复苏行情，成功翻本且小赚，感谢老虎以及所有朋友的陪伴，希望大家2023要发财鸭

2022-02-14

$腾讯音乐(TME)$。

2022-02-09

这篇文章不错，转发给大家看

@Buy_Sell:🚀【1月31日】看本周关键事件，聊聊交易计划

2022-02-05

这篇文章不错，转发给大家看

@价值投资为王:50%！后疫情时代概念股即将起飞？

2022-03-03

$哔哩哔哩(BILI)$。

2022-02-14

这篇文章不错，转发给大家看

@OptionPlus:如何用期权玩转财报季（6）：连高盛都推荐跨式期权了！

去老虎APP查看更多动态

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target=\"_blank\" href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$</a> 和肯德基母公司<a target=\"_blank\" href=\"https://laohu8.com/S/YUM\">$百胜餐饮集团(YUM)$</a> 都是世界上具价值的快餐品牌，他们都属于典型的消费品，以低风险和稳收益著称，具备完美的抗通胀属性。年初至今，麦当劳和百胜集团涨幅高达27%，领衔道指。即使在疫情最严重的2020年，二者也有10%的涨幅。 今年以来，全球通胀预期持续抬升，从大宗商品到芯片、汽车等，这种情况下资金涌向了抗通胀概念股寻求避险，比如大科技股TAAMG和耐用消费板块<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> 。 对于这两家知名的快餐品牌来说，2020年和2021年上半年，疫情反复导致大量门店关闭，业绩不可避免的出现下滑。而进入下半年，门店恢复营业，通胀却成为市场更关注的主题。 要知道通胀对企业利润的影响是不同的。像肯德基、麦当劳、可口可乐这种品牌认可度更高、消费粘性更高的企业，他们的定价权往往更强。不是说通胀对这些企业没有影响，比如人工、原材料上升也会推升成本，而是这些企业可以在销量下降更少的情况下提价，将成本转嫁给消费者。 甚至出现一种情况，即便企业提价，产品销量还在上涨，企业利润大幅增长，这就是为什么在高通胀时期，麦当劳、可口可乐这种品牌附加值更高的企业更受资金追捧。 疫情期间的餐饮业极其艰难，许多小品牌已陷入负增长，肯德基麦当劳盈利曾都出现断崖式的下跌，尤其是中国市场，情况要更加复杂，今年三季度，这两家餐饮巨头还在大中华区苦苦挣扎。好在美国市场和国际市场收入都恢复了强劲增长，推动三季度营收和盈利超预期，","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$</a> 和肯德基母公司<a target=\"_blank\" href=\"https://laohu8.com/S/YUM\">$百胜餐饮集团(YUM)$</a> 都是世界上具价值的快餐品牌，他们都属于典型的消费品，以低风险和稳收益著称，具备完美的抗通胀属性。年初至今，麦当劳和百胜集团涨幅高达27%，领衔道指。即使在疫情最严重的2020年，二者也有10%的涨幅。 今年以来，全球通胀预期持续抬升，从大宗商品到芯片、汽车等，这种情况下资金涌向了抗通胀概念股寻求避险，比如大科技股TAAMG和耐用消费板块<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> 。 对于这两家知名的快餐品牌来说，2020年和2021年上半年，疫情反复导致大量门店关闭，业绩不可避免的出现下滑。而进入下半年，门店恢复营业，通胀却成为市场更关注的主题。 要知道通胀对企业利润的影响是不同的。像肯德基、麦当劳、可口可乐这种品牌认可度更高、消费粘性更高的企业，他们的定价权往往更强。不是说通胀对这些企业没有影响，比如人工、原材料上升也会推升成本，而是这些企业可以在销量下降更少的情况下提价，将成本转嫁给消费者。 甚至出现一种情况，即便企业提价，产品销量还在上涨，企业利润大幅增长，这就是为什么在高通胀时期，麦当劳、可口可乐这种品牌附加值更高的企业更受资金追捧。 疫情期间的餐饮业极其艰难，许多小品牌已陷入负增长，肯德基麦当劳盈利曾都出现断崖式的下跌，尤其是中国市场，情况要更加复杂，今年三季度，这两家餐饮巨头还在大中华区苦苦挣扎。好在美国市场和国际市场收入都恢复了强劲增长，推动三季度营收和盈利超预期，","text":"$麦当劳(MCD)$ 和肯德基母公司$百胜餐饮集团(YUM)$ 都是世界上具价值的快餐品牌，他们都属于典型的消费品，以低风险和稳收益著称，具备完美的抗通胀属性。年初至今，麦当劳和百胜集团涨幅高达27%，领衔道指。即使在疫情最严重的2020年，二者也有10%的涨幅。 今年以来，全球通胀预期持续抬升，从大宗商品到芯片、汽车等，这种情况下资金涌向了抗通胀概念股寻求避险，比如大科技股TAAMG和耐用消费板块$消费品指数ETF-SPDR主要消费品(XLP)$ 。 对于这两家知名的快餐品牌来说，2020年和2021年上半年，疫情反复导致大量门店关闭，业绩不可避免的出现下滑。而进入下半年，门店恢复营业，通胀却成为市场更关注的主题。 要知道通胀对企业利润的影响是不同的。像肯德基、麦当劳、可口可乐这种品牌认可度更高、消费粘性更高的企业，他们的定价权往往更强。不是说通胀对这些企业没有影响，比如人工、原材料上升也会推升成本，而是这些企业可以在销量下降更少的情况下提价，将成本转嫁给消费者。 甚至出现一种情况，即便企业提价，产品销量还在上涨，企业利润大幅增长，这就是为什么在高通胀时期，麦当劳、可口可乐这种品牌附加值更高的企业更受资金追捧。 疫情期间的餐饮业极其艰难，许多小品牌已陷入负增长，肯德基麦当劳盈利曾都出现断崖式的下跌，尤其是中国市场，情况要更加复杂，今年三季度，这两家餐饮巨头还在大中华区苦苦挣扎。好在美国市场和国际市场收入都恢复了强劲增长，推动三季度营收和盈利超预期，","images":[{"img":"https://static.tigerbbs.com/b8e2de138269dd397f7506651a0ca8aa","width":"907","height":"546"},{"img":"https://static.tigerbbs.com/4239e91f2d94d0ce95c3c7cb1fe31fe9","width":"1268","height":"648"},{"img":"https://static.tigerbbs.com/d5ee5cbb4934180d3ae1a805e6fc88e3","width":"1297","height":"491"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696949909","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684852572,"gmtCreate":1660218354900,"gmtModify":1660218354900,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586641941814353","idStr":"3586641941814353"},"themes":[],"htmlText":"赤子城做了很好的一次尝拭，相信国人可以在世界各地开拓市场，直面各种竞争，21世纪属于勤劳勇敢的中国人民。","listText":"赤子城做了很好的一次尝拭，相信国人可以在世界各地开拓市场，直面各种竞争，21世纪属于勤劳勇敢的中国人民。","text":"赤子城做了很好的一次尝拭，相信国人可以在世界各地开拓市场，直面各种竞争，21世纪属于勤劳勇敢的中国人民。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/684852572","isVote":1,"tweetType":1,"viewCount":6195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628011189,"gmtCreate":1672750484541,"gmtModify":1672751051448,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586641941814353","idStr":"3586641941814353"},"themes":[],"htmlText":"晒晒我的2022年度报告。2022年很艰难很，上半年一度差点腰斩，好在抓住了年底的酒店餐饮复苏行情，成功翻本且小赚，感谢老虎以及所有朋友的陪伴，希望大家2023要发财鸭","listText":"晒晒我的2022年度报告。2022年很艰难很，上半年一度差点腰斩，好在抓住了年底的酒店餐饮复苏行情，成功翻本且小赚，感谢老虎以及所有朋友的陪伴，希望大家2023要发财鸭","text":"晒晒我的2022年度报告。2022年很艰难很，上半年一度差点腰斩，好在抓住了年底的酒店餐饮复苏行情，成功翻本且小赚，感谢老虎以及所有朋友的陪伴，希望大家2023要发财鸭","images":[{"img":"https://static.tigerbbs.com/641c870da691f25f1e0cffa0297d5a17","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/c3d07ee2b74f6e606fe06ff126f7ecf0","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/317db951f3b94dd0c6b93f5cdbddb2a8","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/628011189","isVote":1,"tweetType":1,"viewCount":5603,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3586641941814353","idStr":"3586641941814353"},"content":"全年收益百分之60多，可还行？","text":"全年收益百分之60多，可还行？","html":"全年收益百分之60多，可还行？"},{"author":{"id":"3585011445068424","authorId":"3585011445068424","name":"勇勇勇","avatar":"https://static.tigerbbs.com/7b0b3ac8d93695295c0f8b89da479b5f","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3585011445068424","idStr":"3585011445068424"},"content":"可以哦😯","text":"可以哦😯","html":"可以哦😯"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":631517868,"gmtCreate":1644830197667,"gmtModify":1644830197667,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586641941814353","idStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>。","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>。","text":"$腾讯音乐(TME)$。","images":[{"img":"https://static.tigerbbs.com/0a70c0191c3e8a4834751b77af79a681","width":"1080","height":"2978"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/631517868","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":631054623,"gmtCreate":1644400448724,"gmtModify":1644400448724,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586641941814353","idStr":"3586641941814353"},"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":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/631054623","repostId":"633066414","repostType":1,"repost":{"id":633066414,"gmtCreate":1643594159092,"gmtModify":1643602095682,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【1月31日】看本周关键事件，聊聊交易计划","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 1月31日讯，香港恒生指数开盘涨0.31%，恒生科技指数涨0.78%，<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨幅居前，澳门励骏跌近15%。 本周市场前瞻 周一(1月31日)关键词：恩智浦财报、欧元区GDP年率初值；除夕，港股下午休市，港股通、A股通暂停交易 周一，新股方面，美股Murphy Canyon Acquisition Corp.将于周一上市。 财报方面，<a href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> 将于美东时间1月31日盘后公布财报。 周二(2月1日)关键词：<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 、<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 公布财报；美国ISM制造业PMI；农历年初一，港股、A股休市，港股通、A股通暂停交易 周三(2月2日)关键词：高通、<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPO</a>","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 1月31日讯，香港恒生指数开盘涨0.31%，恒生科技指数涨0.78%，<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 涨幅居前，澳门励骏跌近15%。 本周市场前瞻 周一(1月31日)关键词：恩智浦财报、欧元区GDP年率初值；除夕，港股下午休市，港股通、A股通暂停交易 周一，新股方面，美股Murphy Canyon Acquisition Corp.将于周一上市。 财报方面，<a href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> 将于美东时间1月31日盘后公布财报。 周二(2月1日)关键词：<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> 、<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 公布财报；美国ISM制造业PMI；农历年初一，港股、A股休市，港股通、A股通暂停交易 周三(2月2日)关键词：高通、<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPO</a>","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 1月31日讯，香港恒生指数开盘涨0.31%，恒生科技指数涨0.78%，$京东集团-SW(09618)$ 、$联想集团(00992)$ 、$快手-W(01024)$ 、$美团-W(03690)$ 涨幅居前，澳门励骏跌近15%。 本周市场前瞻 周一(1月31日)关键词：恩智浦财报、欧元区GDP年率初值；除夕，港股下午休市，港股通、A股通暂停交易 周一，新股方面，美股Murphy Canyon Acquisition Corp.将于周一上市。 财报方面，$恩智浦(NXPI)$ 将于美东时间1月31日盘后公布财报。 周二(2月1日)关键词：$谷歌(GOOG)$ 、$PayPal(PYPL)$ 、$AMD(AMD)$ 公布财报；美国ISM制造业PMI；农历年初一，港股、A股休市，港股通、A股通暂停交易 周三(2月2日)关键词：高通、$Spotify Technology S.A.(SPO","images":[{"img":"https://static.tigerbbs.com/2c8a8a98ba7e304df5fcdf8245d49f51","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633066414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633626589,"gmtCreate":1644024930815,"gmtModify":1644024930815,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586641941814353","idStr":"3586641941814353"},"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":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633626589","repostId":"630480667","repostType":1,"repost":{"id":630480667,"gmtCreate":1643018632055,"gmtModify":1744960784370,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"50%！后疫情时代概念股即将起飞？","htmlText":"2年过去了，新冠还在全球肆虐，很多人的春节又要在异乡过了。虽然疫情生活没什么变化，但病毒似乎要“撤退”了。在上周的达沃斯经济论坛上，世界卫生组织官员表示，虽然新冠肺炎Covid-19可能永远不会被根除，但社会有机会在2022年结束这场突发的公共卫生事件。1月19日，权威医学杂志《柳叶刀》（The Lancet）发表了一篇重磅评论文章，称新冠病毒或将继续存在，但全球新冠“大流行”即将结束。从1月23日的疫情数据来看，全球有超1亿人感染奥密克戎，是去年4月德尔塔感染高峰的10倍多。这一前所未有的感染水平表明，奥密克戎变种病毒有着超强的传播力。然而从美国公布的疫情数据来看，虽然新感染人数较之前成倍增长，但死亡人数变化不大：虽然大流行还在持续，但不可否认，随着疫苗的普及，新冠向流感演变的进程越来越快，从人类历史来看，任何一场大流行最后都会被中结，新冠或也不例外。1月20日，药品专利池组织（MedicinesPatentPool，以下简称：MPP）宣布，与27家仿制药制造公司企业签订协议，将为全球105个中低收入国家或地区生产及供应高质量、可负担的默沙东口服抗新冠病毒药物Molnupiravir仿制药，以促进此类药物在中低收入国家的可负担性和可及性，助力当地疫情防控，其中包含了5家中国药企！预计辉瑞的新冠特效药也将在近期宣布允许仿制。杀伤力大幅下降的奥密克戎和即将到来的口服特效药，世界各国已经提前开始宣布重新开放，如1月19日，英国首相约翰逊宣布，英国即将结束自12月起实行的“Plan B”计划，取消包括口罩强制令、在家工作和疫苗通行证在内的所有防疫措施，或将于下周四生效。教育部也在指南中删除了要求中学生上课和在公共场所戴口罩的要求，立即生效。泰国方面，将从2月1日重启“入境免隔离”！不限国家和地区，面向全球，来者不拒！多重利好刺激之下，曾经的疫情受灾股，如旅游、机场、餐饮等概念股开","listText":"2年过去了，新冠还在全球肆虐，很多人的春节又要在异乡过了。虽然疫情生活没什么变化，但病毒似乎要“撤退”了。在上周的达沃斯经济论坛上，世界卫生组织官员表示，虽然新冠肺炎Covid-19可能永远不会被根除，但社会有机会在2022年结束这场突发的公共卫生事件。1月19日，权威医学杂志《柳叶刀》（The Lancet）发表了一篇重磅评论文章，称新冠病毒或将继续存在，但全球新冠“大流行”即将结束。从1月23日的疫情数据来看，全球有超1亿人感染奥密克戎，是去年4月德尔塔感染高峰的10倍多。这一前所未有的感染水平表明，奥密克戎变种病毒有着超强的传播力。然而从美国公布的疫情数据来看，虽然新感染人数较之前成倍增长，但死亡人数变化不大：虽然大流行还在持续，但不可否认，随着疫苗的普及，新冠向流感演变的进程越来越快，从人类历史来看，任何一场大流行最后都会被中结，新冠或也不例外。1月20日，药品专利池组织（MedicinesPatentPool，以下简称：MPP）宣布，与27家仿制药制造公司企业签订协议，将为全球105个中低收入国家或地区生产及供应高质量、可负担的默沙东口服抗新冠病毒药物Molnupiravir仿制药，以促进此类药物在中低收入国家的可负担性和可及性，助力当地疫情防控，其中包含了5家中国药企！预计辉瑞的新冠特效药也将在近期宣布允许仿制。杀伤力大幅下降的奥密克戎和即将到来的口服特效药，世界各国已经提前开始宣布重新开放，如1月19日，英国首相约翰逊宣布，英国即将结束自12月起实行的“Plan B”计划，取消包括口罩强制令、在家工作和疫苗通行证在内的所有防疫措施，或将于下周四生效。教育部也在指南中删除了要求中学生上课和在公共场所戴口罩的要求，立即生效。泰国方面，将从2月1日重启“入境免隔离”！不限国家和地区，面向全球，来者不拒！多重利好刺激之下，曾经的疫情受灾股，如旅游、机场、餐饮等概念股开","text":"2年过去了，新冠还在全球肆虐，很多人的春节又要在异乡过了。虽然疫情生活没什么变化，但病毒似乎要“撤退”了。在上周的达沃斯经济论坛上，世界卫生组织官员表示，虽然新冠肺炎Covid-19可能永远不会被根除，但社会有机会在2022年结束这场突发的公共卫生事件。1月19日，权威医学杂志《柳叶刀》（The Lancet）发表了一篇重磅评论文章，称新冠病毒或将继续存在，但全球新冠“大流行”即将结束。从1月23日的疫情数据来看，全球有超1亿人感染奥密克戎，是去年4月德尔塔感染高峰的10倍多。这一前所未有的感染水平表明，奥密克戎变种病毒有着超强的传播力。然而从美国公布的疫情数据来看，虽然新感染人数较之前成倍增长，但死亡人数变化不大：虽然大流行还在持续，但不可否认，随着疫苗的普及，新冠向流感演变的进程越来越快，从人类历史来看，任何一场大流行最后都会被中结，新冠或也不例外。1月20日，药品专利池组织（MedicinesPatentPool，以下简称：MPP）宣布，与27家仿制药制造公司企业签订协议，将为全球105个中低收入国家或地区生产及供应高质量、可负担的默沙东口服抗新冠病毒药物Molnupiravir仿制药，以促进此类药物在中低收入国家的可负担性和可及性，助力当地疫情防控，其中包含了5家中国药企！预计辉瑞的新冠特效药也将在近期宣布允许仿制。杀伤力大幅下降的奥密克戎和即将到来的口服特效药，世界各国已经提前开始宣布重新开放，如1月19日，英国首相约翰逊宣布，英国即将结束自12月起实行的“Plan B”计划，取消包括口罩强制令、在家工作和疫苗通行证在内的所有防疫措施，或将于下周四生效。教育部也在指南中删除了要求中学生上课和在公共场所戴口罩的要求，立即生效。泰国方面，将从2月1日重启“入境免隔离”！不限国家和地区，面向全球，来者不拒！多重利好刺激之下，曾经的疫情受灾股，如旅游、机场、餐饮等概念股开","images":[{"img":"https://static.tigerbbs.com/2191239cce3d3b917d7a5546eb151c3c","width":"632","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630480667","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632103134,"gmtCreate":1646278941343,"gmtModify":1646278941343,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586641941814353","idStr":"3586641941814353"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>。","text":"$哔哩哔哩(BILI)$。","images":[{"img":"https://static.tigerbbs.com/4e8062bc7e04807f4914e440f3a2dbbe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/632103134","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":631517996,"gmtCreate":1644830151394,"gmtModify":1644830151394,"author":{"id":"3586641941814353","authorId":"3586641941814353","name":"zhihuaya","avatar":"https://static.tigerbbs.com/032acbab1943de4d6c57dfea44b4c136","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586641941814353","idStr":"3586641941814353"},"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":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631517996","repostId":"633536939","repostType":1,"repost":{"id":633536939,"gmtCreate":1644213704969,"gmtModify":1644239700327,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"如何用期权玩转财报季（6）：连高盛都推荐跨式期权了！","htmlText":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 <a href=\"https://laohu8.com/TW/694622763\" target=\"_blank\">如何用期权玩转财报季（5）：跨式期权还可以这么做？</a> 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","listText":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 <a href=\"https://laohu8.com/TW/694622763\" target=\"_blank\">如何用期权玩转财报季（5）：跨式期权还可以这么做？</a> 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","text":"从过去两周的财报表现可以很清晰的看到这个财报季个股产生剧烈的单日波动，这种时候，跨式期权成为最适合的策略，无论财报后方向是涨是跌，交易者可以从暴涨暴跌中获益。跨式期权非常普遍被运用于赌财报，因为这是一个无方向性策略，同时买call和put，无论股价涨跌，只幅度足够大，就可以用一边的收益覆盖两边的成本并赚额外的收益，本次财报季的极端波动就特别适合做跨式期权。 我在 如何用期权玩转财报季（5）：跨式期权还可以这么做？ 中介绍过跨式的两种Straddle 和 Strangle： Straddle通常被称为马鞍式，指的是买行权价和到期日都相同的call 和 put的组合，行权价通常取接近现价（ATM）。这种策略最大优势是不判断方向只赌波动大，也就是需要正股波动足够大使得一边的收益大于两边的成本，风险是正股价格波动不大，无法抵消购买两份期权的成本。 Strangle是异价跨式期权，也是宽跨式。跟Straddle的区别是，它是买行权价不同，但到期日一样的的call和put的组合，行权价通常是价外（OTM)。在价格突破（不管涨破还是跌破）某一区间时可以获利，也是赌波动率，适用于正股价格波动非常大的股票，典型的是成长股、科技股。 小型成长股财报后的大波动往往是意料之中的事，但上周大型科技股如亚马逊FB谷歌的波动冲击非常让人意外，这使得很多人开始押注跨式，我看高盛的衍生品研究员Vishal Vivek上周的报告称： \"The higher-than-normal moves have driven up the profitability of buying straddles around earnings. Buying the closest to at","images":[{"img":"https://static.tigerbbs.com/07515ab57889a70fa36fc947b1292195","width":"2136","height":"1314"},{"img":"https://static.tigerbbs.com/cf257ffd2638636e773ed8fb6b93f41e","width":"2154","height":"1330"},{"img":"https://static.tigerbbs.com/a951a9a5cead9cc55f5a753128a349e4","width":"1392","height":"550"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633536939","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}