tunu的个人主页 - 老虎社区

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2022-07-15

大佬过招儿👀

抱歉，原内容已删除

2022-05-22

何去何从👀

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2022-05-19

太阳能车最好，充分利用大自然赋予我们的，免费的。

抱歉，原内容已删除

2022-05-10

Let's wait and see 👀👀

抱歉，原内容已删除

2022-05-09

咋又出没了呢？。🙈

抱歉，原内容已删除

2022-04-29

多事之秋🙈

抱歉，原内容已删除

2022-04-28

可惜啊！挺酷炫的产品🙈

抱歉，原内容已删除

2022-04-20

抢沙发，看诗和远方🥂

抱歉，原内容已删除

2022-03-10

该跌啦👀

抱歉，原内容已删除

2022-03-08

世界风云再起，且行且珍惜！

抱歉，原内容已删除

2022-03-04

再往本不平静的湖里打机关枪🙈

抱歉，原内容已删除

2022-03-04

梁子结很久啦👀

@许亚鑫:历史的发展总是有相似的韵律，我们从乌俄战争谈到市场演变

2022-03-04

好看

@捷克Jack:今晚两个重要财报的票，都是强烈看好

2022-03-01

$莎姆达拉(S56.SI)$从1999年持仓至今🙈

2022-03-01

$苹果(AAPL)$ 上上下下，有赚有赔🤐

2022-02-21

总感还是只信得过自己🙈

抱歉，原内容已删除

2022-02-21

苏妈👀

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2022-02-19

这篇文章不错，转发给大家看

@期权小班长:了解华尔街的小套路，少亏钱。

2022-02-19

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！

2022-02-14

市场情绪有点儿像更年期呀！🙈

抱歉，原内容已删除

去老虎APP查看更多动态

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为何如此感慨？十几年后，我们在回过头看如今的俄乌冲突，也许真的是百年未有大变局之转折点。 有学员坦言，“遥想当年，毛熊也是老头当政，天天陈兵百万吓唬兔子，然后在阿富汗吃了瘪，于是兔子后来揍了他的狗腿子猴子，当时除了柬埔寨和老挝，几乎都在谴责兔子侵略，但老鹰暗地里支持，毛熊只是带着一帮小弟打嘴炮，然后十来年就解体了。” “现在的情景很相似啊，老鹰也是老头当政，天天各种吓唬兔子，然后在阿富汗吃了瘪，于是毛熊现在揍了他的狗腿子乌克兰，除了二毛，几乎都在谴责毛熊侵略，但兔子暗地里支持，老鹰只是带着一帮小弟打嘴炮，然后未来的十来年真是期待啊。” 可不是嘛，想当年兔子拿命在北朝鲜拼，北极熊就在后面静静的看着，如今变成北极熊拿命在乌克兰拼，兔子在后面静静的看着。要想不拼命，家里得有钱。 时世易也，不由得我们每一个人感慨万千啊。 归根结底，俄乌如今剧烈的冲突，还是新冠疫情造成的，是疫情改变了我们这个世界。因为如果没有疫情，那么建国就能够连任。就连他自己也亲自承认了，如果他是总统，普京和俄罗斯绝不敢对乌克兰做任何事，如今的情况永远都不会发生，因为他会解散北约。 瞎说什么大实话嘛！我建议大家生日许个愿的时候，祝愿建国长命百岁。2024年的美剧，我好期待噢！ 回到市场的层面，由于西方发表联合声明，宣布禁止俄罗斯部分银行使用SWIFT，一定程度上加剧了金融市场的恐慌，不过经历过昨天的震荡之后，无论是股市，汇市，大宗商品市场均消化了该消息。 数据显示，SWIFT已经覆盖200多个国家和地区的11000多家金融机构，每天处理的金融信息高达4200万条，是国际贸易结算最重要的基础设施。 从上述数据我们也看得出来，在美联储即将到来的加息周期，美英为何要在欧洲拼命的拱火。因为这本身就不算是阴谋而是阳谋，美元作为老大，怎么可能不去压制老二欧元的","listText":"“历史不会简单的重复，但总押着相同的韵脚！”——马克·吐温。 为何如此感慨？十几年后，我们在回过头看如今的俄乌冲突，也许真的是百年未有大变局之转折点。 有学员坦言，“遥想当年，毛熊也是老头当政，天天陈兵百万吓唬兔子，然后在阿富汗吃了瘪，于是兔子后来揍了他的狗腿子猴子，当时除了柬埔寨和老挝，几乎都在谴责兔子侵略，但老鹰暗地里支持，毛熊只是带着一帮小弟打嘴炮，然后十来年就解体了。” “现在的情景很相似啊，老鹰也是老头当政，天天各种吓唬兔子，然后在阿富汗吃了瘪，于是毛熊现在揍了他的狗腿子乌克兰，除了二毛，几乎都在谴责毛熊侵略，但兔子暗地里支持，老鹰只是带着一帮小弟打嘴炮，然后未来的十来年真是期待啊。” 可不是嘛，想当年兔子拿命在北朝鲜拼，北极熊就在后面静静的看着，如今变成北极熊拿命在乌克兰拼，兔子在后面静静的看着。要想不拼命，家里得有钱。 时世易也，不由得我们每一个人感慨万千啊。 归根结底，俄乌如今剧烈的冲突，还是新冠疫情造成的，是疫情改变了我们这个世界。因为如果没有疫情，那么建国就能够连任。就连他自己也亲自承认了，如果他是总统，普京和俄罗斯绝不敢对乌克兰做任何事，如今的情况永远都不会发生，因为他会解散北约。 瞎说什么大实话嘛！我建议大家生日许个愿的时候，祝愿建国长命百岁。2024年的美剧，我好期待噢！ 回到市场的层面，由于西方发表联合声明，宣布禁止俄罗斯部分银行使用SWIFT，一定程度上加剧了金融市场的恐慌，不过经历过昨天的震荡之后，无论是股市，汇市，大宗商品市场均消化了该消息。 数据显示，SWIFT已经覆盖200多个国家和地区的11000多家金融机构，每天处理的金融信息高达4200万条，是国际贸易结算最重要的基础设施。 从上述数据我们也看得出来，在美联储即将到来的加息周期，美英为何要在欧洲拼命的拱火。因为这本身就不算是阴谋而是阳谋，美元作为老大，怎么可能不去压制老二欧元的","text":"“历史不会简单的重复，但总押着相同的韵脚！”——马克·吐温。 为何如此感慨？十几年后，我们在回过头看如今的俄乌冲突，也许真的是百年未有大变局之转折点。 有学员坦言，“遥想当年，毛熊也是老头当政，天天陈兵百万吓唬兔子，然后在阿富汗吃了瘪，于是兔子后来揍了他的狗腿子猴子，当时除了柬埔寨和老挝，几乎都在谴责兔子侵略，但老鹰暗地里支持，毛熊只是带着一帮小弟打嘴炮，然后十来年就解体了。” “现在的情景很相似啊，老鹰也是老头当政，天天各种吓唬兔子，然后在阿富汗吃了瘪，于是毛熊现在揍了他的狗腿子乌克兰，除了二毛，几乎都在谴责毛熊侵略，但兔子暗地里支持，老鹰只是带着一帮小弟打嘴炮，然后未来的十来年真是期待啊。” 可不是嘛，想当年兔子拿命在北朝鲜拼，北极熊就在后面静静的看着，如今变成北极熊拿命在乌克兰拼，兔子在后面静静的看着。要想不拼命，家里得有钱。 时世易也，不由得我们每一个人感慨万千啊。 归根结底，俄乌如今剧烈的冲突，还是新冠疫情造成的，是疫情改变了我们这个世界。因为如果没有疫情，那么建国就能够连任。就连他自己也亲自承认了，如果他是总统，普京和俄罗斯绝不敢对乌克兰做任何事，如今的情况永远都不会发生，因为他会解散北约。 瞎说什么大实话嘛！我建议大家生日许个愿的时候，祝愿建国长命百岁。2024年的美剧，我好期待噢！ 回到市场的层面，由于西方发表联合声明，宣布禁止俄罗斯部分银行使用SWIFT，一定程度上加剧了金融市场的恐慌，不过经历过昨天的震荡之后，无论是股市，汇市，大宗商品市场均消化了该消息。 数据显示，SWIFT已经覆盖200多个国家和地区的11000多家金融机构，每天处理的金融信息高达4200万条，是国际贸易结算最重要的基础设施。 从上述数据我们也看得出来，在美联储即将到来的加息周期，美英为何要在欧洲拼命的拱火。因为这本身就不算是阴谋而是阳谋，美元作为老大，怎么可能不去压制老二欧元的","images":[{"img":"https://static.tigerbbs.com/fb8d1abe2f7fd2a14917c47c1ef9c004","width":"632","height":"390"},{"img":"https://static.tigerbbs.com/4add51ab8112ed623b296bb4ce0d017a","width":"632","height":"360"},{"img":"https://static.tigerbbs.com/2f99630abacb19c125d637a722223a7d","width":"361","height":"347"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632096502","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632851200,"gmtCreate":1646362388440,"gmtModify":1646362782425,"author":{"id":"4101127420253800","authorId":"4101127420253800","name":"tunu","avatar":"https://static.tigerbbs.com/4cfb9bc1e6909c1027177e7976bcad2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101127420253800","authorIdStr":"4101127420253800"},"themes":[],"title":"","htmlText":"好看","listText":"好看","text":"好看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632851200","repostId":"632181466","repostType":1,"repost":{"id":632181466,"gmtCreate":1646296577356,"gmtModify":1646302392724,"author":{"id":"212008496769156","authorId":"212008496769156","name":"捷克Jack","avatar":"https://static.tigerbbs.com/7cc48e563d37c21562541a2874ce20e4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"212008496769156","authorIdStr":"212008496769156"},"themes":[],"title":"今晚两个重要财报的票，都是强烈看好","htmlText":"<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> 当季财报很有可能是再一次的“双beats” 市估计为 0.48 美元（+65.5% Y/Y），共识收入估计为 1.32B 美元（+65.4% Y/Y）。 市场预期Non-GAAP的EPS是0.48美元，营收为13.2亿美元。(过去8个季度中，只有一个季度出现过不及预期) 同时，在过去的3个月中，市场对其EPS的预期共识向上修正了27次，营收预期向上修正24次。 公司是提供一系列的数据的存储、传输硬件设备的，目前三个业务增长点：1.&nbsp;更新换代的5G业务；2.&nbsp;消费者信息数据（包含电商）；3.&nbsp;新能源带领下的汽车工业（车载设备）。公司高管上季度表示，数据中心收入预计将比一年前增加一倍以上。 期权的话，你用sell&nbsp;put建仓，或者买一两张call都是可以的。正股的投资者，也可以长期把它放在资产组合当中。 <a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a> 会员制的零售（尤其是低价零售）超市，也是再这个通胀时代有望再次“双beats”的公司。 市场预期Non-GAAP的EPS是2.72美元，营收为514亿美元。(过去8个季度中，只有2个季度出现过不及预期) 同时，在过去的3个月中，市场对其EPS的预期共识向上修正了14次，营收预期向上修正20次。 一个更有趣的现象是，COST似乎在同行超市的竞争中获得了更高的效率及客户粘性，这与它的会员制分不开。根据 该公司以折扣价销售产品的战略帮助吸引了客户、体面的会员趋势和电子商务业务的日益普及——为该季度的业绩做出了贡献。2022年1月份Costco报告的销售额增长15.5%，达到157.6亿美元，美国国内可比销售额增长9.5%，市场普遍预期为","listText":"<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> 当季财报很有可能是再一次的“双beats” 市估计为 0.48 美元（+65.5% Y/Y），共识收入估计为 1.32B 美元（+65.4% Y/Y）。 市场预期Non-GAAP的EPS是0.48美元，营收为13.2亿美元。(过去8个季度中，只有一个季度出现过不及预期) 同时，在过去的3个月中，市场对其EPS的预期共识向上修正了27次，营收预期向上修正24次。 公司是提供一系列的数据的存储、传输硬件设备的，目前三个业务增长点：1.&nbsp;更新换代的5G业务；2.&nbsp;消费者信息数据（包含电商）；3.&nbsp;新能源带领下的汽车工业（车载设备）。公司高管上季度表示，数据中心收入预计将比一年前增加一倍以上。 期权的话，你用sell&nbsp;put建仓，或者买一两张call都是可以的。正股的投资者，也可以长期把它放在资产组合当中。 <a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a> 会员制的零售（尤其是低价零售）超市，也是再这个通胀时代有望再次“双beats”的公司。 市场预期Non-GAAP的EPS是2.72美元，营收为514亿美元。(过去8个季度中，只有2个季度出现过不及预期) 同时，在过去的3个月中，市场对其EPS的预期共识向上修正了14次，营收预期向上修正20次。 一个更有趣的现象是，COST似乎在同行超市的竞争中获得了更高的效率及客户粘性，这与它的会员制分不开。根据 该公司以折扣价销售产品的战略帮助吸引了客户、体面的会员趋势和电子商务业务的日益普及——为该季度的业绩做出了贡献。2022年1月份Costco报告的销售额增长15.5%，达到157.6亿美元，美国国内可比销售额增长9.5%，市场普遍预期为","text":"$迈威尔科技(MRVL)$ 当季财报很有可能是再一次的“双beats” 市估计为 0.48 美元（+65.5% Y/Y），共识收入估计为 1.32B 美元（+65.4% Y/Y）。 市场预期Non-GAAP的EPS是0.48美元，营收为13.2亿美元。(过去8个季度中，只有一个季度出现过不及预期) 同时，在过去的3个月中，市场对其EPS的预期共识向上修正了27次，营收预期向上修正24次。 公司是提供一系列的数据的存储、传输硬件设备的，目前三个业务增长点：1. 更新换代的5G业务；2. 消费者信息数据（包含电商）；3. 新能源带领下的汽车工业（车载设备）。公司高管上季度表示，数据中心收入预计将比一年前增加一倍以上。 期权的话，你用sell put建仓，或者买一两张call都是可以的。正股的投资者，也可以长期把它放在资产组合当中。 $好市多(COST)$ 会员制的零售（尤其是低价零售）超市，也是再这个通胀时代有望再次“双beats”的公司。 市场预期Non-GAAP的EPS是2.72美元，营收为514亿美元。(过去8个季度中，只有2个季度出现过不及预期) 同时，在过去的3个月中，市场对其EPS的预期共识向上修正了14次，营收预期向上修正20次。 一个更有趣的现象是，COST似乎在同行超市的竞争中获得了更高的效率及客户粘性，这与它的会员制分不开。根据 该公司以折扣价销售产品的战略帮助吸引了客户、体面的会员趋势和电子商务业务的日益普及——为该季度的业绩做出了贡献。2022年1月份Costco报告的销售额增长15.5%，达到157.6亿美元，美国国内可比销售额增长9.5%，市场普遍预期为","images":[{"img":"https://static.tigerbbs.com/f61b080456d62af4760b7d4ac00b6191","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632181466","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636713874,"gmtCreate":1646099303393,"gmtModify":1646099303393,"author":{"id":"4101127420253800","authorId":"4101127420253800","name":"tunu","avatar":"https://static.tigerbbs.com/4cfb9bc1e6909c1027177e7976bcad2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101127420253800","authorIdStr":"4101127420253800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/S56.SI\">$莎姆达拉(S56.SI)$</a>从1999年持仓至今🙈","listText":"<a href=\"https://laohu8.com/S/S56.SI\">$莎姆达拉(S56.SI)$</a>从1999年持仓至今🙈","text":"$莎姆达拉(S56.SI)$从1999年持仓至今🙈","images":[{"img":"https://static.tigerbbs.com/e3d61de27e9f70bbe8888c8978c57a43","width":"720","height":"1432"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636713874","isVote":1,"tweetType":1,"viewCount":2442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636713161,"gmtCreate":1646099250959,"gmtModify":1646099251100,"author":{"id":"4101127420253800","authorId":"4101127420253800","name":"tunu","avatar":"https://static.tigerbbs.com/4cfb9bc1e6909c1027177e7976bcad2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101127420253800","authorIdStr":"4101127420253800"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;上上下下，有赚有赔🤐","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;上上下下，有赚有赔🤐","text":"$苹果(AAPL)$ 上上下下，有赚有赔🤐","images":[{"img":"https://static.tigerbbs.com/1deee4e7e35ccac57b7586c9fd62a9e3","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636713161","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638506499,"gmtCreate":1645415375654,"gmtModify":1645415375654,"author":{"id":"4101127420253800","authorId":"4101127420253800","name":"tunu","avatar":"https://static.tigerbbs.com/4cfb9bc1e6909c1027177e7976bcad2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101127420253800","authorIdStr":"4101127420253800"},"themes":[],"title":"","htmlText":"总感还是只信得过自己🙈","listText":"总感还是只信得过自己🙈","text":"总感还是只信得过自己🙈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638506499","repostId":"2213603833","repostType":4,"isVote":1,"tweetType":1,"viewCount":2850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638506107,"gmtCreate":1645415106754,"gmtModify":1645415106816,"author":{"id":"4101127420253800","authorId":"4101127420253800","name":"tunu","avatar":"https://static.tigerbbs.com/4cfb9bc1e6909c1027177e7976bcad2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101127420253800","authorIdStr":"4101127420253800"},"themes":[],"title":"","htmlText":"苏妈👀","listText":"苏妈👀","text":"苏妈👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638506107","repostId":"1148096522","repostType":4,"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638672460,"gmtCreate":1645284131333,"gmtModify":1645284131442,"author":{"id":"4101127420253800","authorId":"4101127420253800","name":"tunu","avatar":"https://static.tigerbbs.com/4cfb9bc1e6909c1027177e7976bcad2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101127420253800","authorIdStr":"4101127420253800"},"themes":[],"title":"","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/638672460","repostId":"631344494","repostType":1,"repost":{"id":631344494,"gmtCreate":1644503194001,"gmtModify":1644509407419,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"了解华尔街的小套路，少亏钱。","htmlText":"如果每次都是套路，那么套路就不是套路了。 美股老玩家或者一直追我文章的朋友可以发现，美股市场每次大事公布前后涨跌幅肯定是相反的：好事落地前一天市场下跌，坏事落地前一天市场上涨，这个规律简直屡试不爽。 了解这个规律可以阻止暴涨暴跌时的头脑发热，告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用，也只是不亏钱，这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。 1、CPI 本周最大事件美股1月CPI落地，比预期中还要差，同比上涨7.5% ，高于预期7.3%，创1982年2月以来新高。数据公布后国债收益率迅速飙升至1.974%，奔向2%。 具体这样的数据带给市场的观感是什么样呢？公布前市场认为今年加息为5次左右，而现在美国利率期货显示2022年加息近6次。在3月加息点数上，大部分人都知道不是25个基点就是50个基点，但认为50基点概率只有27%，而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。 所以大盘一下就崩了。别给自己的股票找下跌原因啦，都是大盘带的。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 2、很可惜迪士尼财报赌失败了，不过没关系，从今天发布财报的公司来看<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a> <a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a> <a href=\"https://laohu8.com/S/GOOS\">$加拿大鹅(GOOS)$</a> ，暴涨暴跌是本季报常态，尤其是成长股。所以继续用利润押注就是了，依然采","listText":"如果每次都是套路，那么套路就不是套路了。 美股老玩家或者一直追我文章的朋友可以发现，美股市场每次大事公布前后涨跌幅肯定是相反的：好事落地前一天市场下跌，坏事落地前一天市场上涨，这个规律简直屡试不爽。 了解这个规律可以阻止暴涨暴跌时的头脑发热，告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用，也只是不亏钱，这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。 1、CPI 本周最大事件美股1月CPI落地，比预期中还要差，同比上涨7.5% ，高于预期7.3%，创1982年2月以来新高。数据公布后国债收益率迅速飙升至1.974%，奔向2%。 具体这样的数据带给市场的观感是什么样呢？公布前市场认为今年加息为5次左右，而现在美国利率期货显示2022年加息近6次。在3月加息点数上，大部分人都知道不是25个基点就是50个基点，但认为50基点概率只有27%，而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。 所以大盘一下就崩了。别给自己的股票找下跌原因啦，都是大盘带的。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 2、很可惜迪士尼财报赌失败了，不过没关系，从今天发布财报的公司来看<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a> <a href=\"https://laohu8.com/S/TWLO\">$Twilio Inc(TWLO)$</a> <a href=\"https://laohu8.com/S/GOOS\">$加拿大鹅(GOOS)$</a> ，暴涨暴跌是本季报常态，尤其是成长股。所以继续用利润押注就是了，依然采","text":"如果每次都是套路，那么套路就不是套路了。 美股老玩家或者一直追我文章的朋友可以发现，美股市场每次大事公布前后涨跌幅肯定是相反的：好事落地前一天市场下跌，坏事落地前一天市场上涨，这个规律简直屡试不爽。 了解这个规律可以阻止暴涨暴跌时的头脑发热，告诉自己再等等。所以这个规律对我来说也只是起到一种信号作用，也只是不亏钱，这也就够了。事实上我印象中也是有概率事件落地前后大盘走势相同。 1、CPI 本周最大事件美股1月CPI落地，比预期中还要差，同比上涨7.5% ，高于预期7.3%，创1982年2月以来新高。数据公布后国债收益率迅速飙升至1.974%，奔向2%。 具体这样的数据带给市场的观感是什么样呢？公布前市场认为今年加息为5次左右，而现在美国利率期货显示2022年加息近6次。在3月加息点数上，大部分人都知道不是25个基点就是50个基点，但认为50基点概率只有27%，而本次数据公布后美国利率期货暗示市场押注有43%的机会在加息50个基点。 所以大盘一下就崩了。别给自己的股票找下跌原因啦，都是大盘带的。$特斯拉(TSLA)$ $英伟达(NVDA)$ 2、很可惜迪士尼财报赌失败了，不过没关系，从今天发布财报的公司来看$Doximity, Inc.(DOCS)$ $Twilio Inc(TWLO)$ $加拿大鹅(GOOS)$ ，暴涨暴跌是本季报常态，尤其是成长股。所以继续用利润押注就是了，依然采","images":[{"img":"https://static.tigerbbs.com/15a9491aeb07f31f738fa06c64c32b08","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631344494","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638672502,"gmtCreate":1645284118082,"gmtModify":1645284118675,"author":{"id":"4101127420253800","authorId":"4101127420253800","name":"tunu","avatar":"https://static.tigerbbs.com/4cfb9bc1e6909c1027177e7976bcad2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101127420253800","authorIdStr":"4101127420253800"},"themes":[],"title":"","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/638672502","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,"idStr":"3527667591235607","authorIdStr":"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. 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