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飘红一片天
06-11 13:58
$通用汽车(GM)$
汇丰将通用汽车(GM.N)目标价从48美元上调至56美元。将福特汽车(F.N)目标价从11.3美元提高至13美元。
飘红一片天
06-05
$花旗(C)$
$富国银行(WFC)$
真的萎靡不振啊,感觉拿不住了,找个机会出掉吧
飘红一片天
05-28
$石药集团(01093)$
最近开始涨了,有什么消息面吗
飘红一片天
05-28
$KEEP(03650)$
之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。
飘红一片天
05-25
$Faraday Future(FFIE)$
老贾视频发太多了就没有用了?
飘红一片天
05-20
$阅文集团(00772)$
阅文集团出品的《庆余年2》关注度很高,这几天刷各大平台基本上都在热榜上。看发布的数据,开播第二日热度值突破33636,创腾讯视频站内热度值历史最高纪录。 空前的关注度也带来了一小部分争议,这是每一部爆款连续剧都要经历的事情,才刚刚开播几集就下定论是不科学的,事实证明后面的反馈越来越好了。庆余年的出品方阅文集团是稳赢的,这部剧带来的收益已经超过预期了。
飘红一片天
05-15
$纳斯达克(.IXIC)$
特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。
飘红一片天
05-12
$Visa(V)$
Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关
飘红一片天
05-05
巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注
$友邦保险(01299)$
飘红一片天
04-30
$怡安保险(AON)$
大跌后成交额放大了不少,看来有很多人在抄底
飘红一片天
04-28
$美国银行(BAC)$
美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。
飘红一片天
04-26
$国联证券(01456)$
国联证券真猛啊,这次咋直接起飞了
飘红一片天
04-25
$伯克希尔(BRK.A)$
能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。
飘红一片天
04-24
$摩根士丹利(MS)$
继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。
飘红一片天
04-17
$美国银行(BAC)$
连这种大市值财报后都开始跌,美国银行成这样子了?
飘红一片天
04-15
$友邦保险(01299)$
友邦保险:优秀了几十年,管理团队学历履历皆是港股天花板,35-40%利润和价值来自大中华以外的新马泰印度市场,有机会成长为第二曲线,地域的分散亦可分散业务集中的风险。香港业务受惠国内资金海外转移,此轮大跌似乎与基本面关系不大。
飘红一片天
04-10
$招商银行(03968)$
还是稳的,地产的影响应该能逐步消除
飘红一片天
04-08
感觉应该摩根大通最好,富国和花旗之前几个季度都有雷
@小虎活动:【财报竞猜】摩根大通,花旗,富国银行,你最看好谁?
飘红一片天
04-05
$美团-W(03690)$
不知不觉就回到100了,后续还是有很大空间大
飘红一片天
04-01
学习了
@期权侦探:期权开仓榜:大盘期权多空交织 特斯拉本周激进看涨
去老虎APP查看更多动态
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</a>最近开始涨了,有什么消息面吗","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>最近开始涨了,有什么消息面吗","text":"$石药集团(01093)$ 最近开始涨了,有什么消息面吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310754736476296","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310752951898128,"gmtCreate":1716895281457,"gmtModify":1716895283476,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03650\">$KEEP(03650)$ </a>之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03650\">$KEEP(03650)$ </a>之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。","text":"$KEEP(03650)$ 之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310752951898128","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309416332419208,"gmtCreate":1716568833601,"gmtModify":1716568835170,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老贾视频发太多了就没有用了?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老贾视频发太多了就没有用了?","text":"$Faraday Future(FFIE)$ 老贾视频发太多了就没有用了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309416332419208","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307782854271160,"gmtCreate":1716176868589,"gmtModify":1716176870798,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$ </a>阅文集团出品的《庆余年2》关注度很高,这几天刷各大平台基本上都在热榜上。看发布的数据,开播第二日热度值突破33636,创腾讯视频站内热度值历史最高纪录。 空前的关注度也带来了一小部分争议,这是每一部爆款连续剧都要经历的事情,才刚刚开播几集就下定论是不科学的,事实证明后面的反馈越来越好了。庆余年的出品方阅文集团是稳赢的,这部剧带来的收益已经超过预期了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$ </a>阅文集团出品的《庆余年2》关注度很高,这几天刷各大平台基本上都在热榜上。看发布的数据,开播第二日热度值突破33636,创腾讯视频站内热度值历史最高纪录。 空前的关注度也带来了一小部分争议,这是每一部爆款连续剧都要经历的事情,才刚刚开播几集就下定论是不科学的,事实证明后面的反馈越来越好了。庆余年的出品方阅文集团是稳赢的,这部剧带来的收益已经超过预期了。","text":"$阅文集团(00772)$ 阅文集团出品的《庆余年2》关注度很高,这几天刷各大平台基本上都在热榜上。看发布的数据,开播第二日热度值突破33636,创腾讯视频站内热度值历史最高纪录。 空前的关注度也带来了一小部分争议,这是每一部爆款连续剧都要经历的事情,才刚刚开播几集就下定论是不科学的,事实证明后面的反馈越来越好了。庆余年的出品方阅文集团是稳赢的,这部剧带来的收益已经超过预期了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307782854271160","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306192037036208,"gmtCreate":1715788576657,"gmtModify":1715788578515,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","text":"$纳斯达克(.IXIC)$ 特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306192037036208","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304790684835936,"gmtCreate":1715446298556,"gmtModify":1715446300459,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$ </a>Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$ </a>Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关","text":"$Visa(V)$ Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304790684835936","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302667847381296,"gmtCreate":1714899701774,"gmtModify":1714899703412,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$ </a>","listText":"巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$ </a>","text":"巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注$友邦保险(01299)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302667847381296","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300977166131352,"gmtCreate":1714486837140,"gmtModify":1714486838657,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AON\">$怡安保险(AON)$ </a>大跌后成交额放大了不少,看来有很多人在抄底","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AON\">$怡安保险(AON)$ </a>大跌后成交额放大了不少,看来有很多人在抄底","text":"$怡安保险(AON)$ 大跌后成交额放大了不少,看来有很多人在抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300977166131352","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300217136943400,"gmtCreate":1714314717649,"gmtModify":1714314719234,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。","text":"$美国银行(BAC)$ 美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300217136943400","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299525199548640,"gmtCreate":1714145737334,"gmtModify":1714145738787,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01456\">$国联证券(01456)$ </a>国联证券真猛啊,这次咋直接起飞了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01456\">$国联证券(01456)$ </a>国联证券真猛啊,这次咋直接起飞了","text":"$国联证券(01456)$ 国联证券真猛啊,这次咋直接起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299525199548640","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299072689451008,"gmtCreate":1714041123353,"gmtModify":1714391658305,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$ </a>能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$ </a>能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","text":"$伯克希尔(BRK.A)$ 能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299072689451008","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298748108742944,"gmtCreate":1713945265061,"gmtModify":1713945267425,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$ </a>继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$ </a>继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。","text":"$摩根士丹利(MS)$ 继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298748108742944","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296256653177120,"gmtCreate":1713365914594,"gmtModify":1713365915931,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>连这种大市值财报后都开始跌,美国银行成这样子了?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>连这种大市值财报后都开始跌,美国银行成这样子了?","text":"$美国银行(BAC)$ 连这种大市值财报后都开始跌,美国银行成这样子了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296256653177120","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295660604911672,"gmtCreate":1713191738191,"gmtModify":1713191740082,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$ </a>友邦保险:优秀了几十年,管理团队学历履历皆是港股天花板,35-40%利润和价值来自大中华以外的新马泰印度市场,有机会成长为第二曲线,地域的分散亦可分散业务集中的风险。香港业务受惠国内资金海外转移,此轮大跌似乎与基本面关系不大。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$ </a>友邦保险:优秀了几十年,管理团队学历履历皆是港股天花板,35-40%利润和价值来自大中华以外的新马泰印度市场,有机会成长为第二曲线,地域的分散亦可分散业务集中的风险。香港业务受惠国内资金海外转移,此轮大跌似乎与基本面关系不大。","text":"$友邦保险(01299)$ 友邦保险:优秀了几十年,管理团队学历履历皆是港股天花板,35-40%利润和价值来自大中华以外的新马泰印度市场,有机会成长为第二曲线,地域的分散亦可分散业务集中的风险。香港业务受惠国内资金海外转移,此轮大跌似乎与基本面关系不大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/295660604911672","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"OtisBen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0},"content":"不知道它到底在怕什么","text":"不知道它到底在怕什么","html":"不知道它到底在怕什么"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293808722055448,"gmtCreate":1712761229466,"gmtModify":1712761231101,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03968\">$招商银行(03968)$ </a>还是稳的,地产的影响应该能逐步消除","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03968\">$招商银行(03968)$ </a>还是稳的,地产的影响应该能逐步消除","text":"$招商银行(03968)$ 还是稳的,地产的影响应该能逐步消除","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293808722055448","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293136386719752,"gmtCreate":1712586147194,"gmtModify":1712586149049,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感觉应该摩根大通最好,富国和花旗之前几个季度都有雷","listText":"感觉应该摩根大通最好,富国和花旗之前几个季度都有雷","text":"感觉应该摩根大通最好,富国和花旗之前几个季度都有雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293136386719752","repostId":"293090000466072","repostType":1,"repost":{"id":293090000466072,"gmtCreate":1712578581000,"gmtModify":1712618402124,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【财报竞猜】摩根大通,花旗,富国银行,你最看好谁?","htmlText":"今年以来,银行股反弹强劲, 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大涨16%,在降息大背景下,会给美国的银行股带来怎样的冲击?本周发财报的摩根大通、富国银行和花旗银行股中,你最看好谁?银行股Q1业绩前瞻对于银行股来说,主要分为传统商业银行业务,投资银行业务,以及财富管理业务,银行收入主要来源是净利息收入、承销收入财富管理收入等。 当前宏观经济环境对银行业有着显著的影响。低利率环境和通货膨胀的走势是影响银行净利息收入和信贷质量的关键因素。近期非农报告和宏观数据显示经济具有韧性,这对银行是有利的。不过由于市场对降息的预期降低,投资者一直在衡量高利率对净利息收入的影响。此外银行的承销收入同样值得关注,得益于Reddit上市,银行的交易和承销收入显示出改善迹象。<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a>、和<a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a>都将于本周五盘前公布财报,以下是彭博一致预期你对于银行股的财报怎么看呢?<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、","text":"今年以来,银行股反弹强劲, $花旗(C)$ 大涨19.7%, $富国银行(WFC)$ 大涨16.6%, $摩根大通(JPM)$ 大涨16%,在降息大背景下,会给美国的银行股带来怎样的冲击?本周发财报的摩根大通、富国银行和花旗银行股中,你最看好谁?银行股Q1业绩前瞻对于银行股来说,主要分为传统商业银行业务,投资银行业务,以及财富管理业务,银行收入主要来源是净利息收入、承销收入财富管理收入等。 当前宏观经济环境对银行业有着显著的影响。低利率环境和通货膨胀的走势是影响银行净利息收入和信贷质量的关键因素。近期非农报告和宏观数据显示经济具有韧性,这对银行是有利的。不过由于市场对降息的预期降低,投资者一直在衡量高利率对净利息收入的影响。此外银行的承销收入同样值得关注,得益于Reddit上市,银行的交易和承销收入显示出改善迹象。$摩根大通(JPM)$ 、$花旗(C)$、和$富国银行(WFC)$都将于本周五盘前公布财报,以下是彭博一致预期你对于银行股的财报怎么看呢?$摩根大通(JPM)$ 、","images":[{"img":"https://static.tigerbbs.com/226f74fc48e6128c70f9e6c72588e791","width":"1024","height":"1024"},{"img":"https://static.tigerbbs.com/550cea23ce537f74615ef377e9e40938","width":"604","height":"434"},{"img":"https://static.tigerbbs.com/d4a254de0a5c7dbbcd63489ab784b91a","width":"642","height":"244"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293090000466072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291886355034304,"gmtCreate":1712287278421,"gmtModify":1712296880399,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a>不知不觉就回到100了,后续还是有很大空间大","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a>不知不觉就回到100了,后续还是有很大空间大","text":"$美团-W(03690)$ 不知不觉就回到100了,后续还是有很大空间大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291886355034304","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290639719407928,"gmtCreate":1711982852460,"gmtModify":1711982853960,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"学习了","listText":"学习了","text":"学习了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290639719407928","repostId":"290640289751080","repostType":1,"repost":{"id":290640289751080,"gmtCreate":1711979318615,"gmtModify":1711979388691,"author":{"id":"3527667646438385","authorId":"3527667646438385","name":"期权侦探","avatar":"https://static.tigerbbs.com/d77352af64bc1f2e2b196137b6c9a363","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"期权开仓榜:大盘期权多空交织 特斯拉本周激进看涨","htmlText":"美国经济指标呈稳定扩张,市场预期美联储能实现软著陆。标普创今年第 22 个历史新高,道琼斯同样创下收盘新高纪录。标普500指数期权整体成交情况显示,看跌意向略占上风。看跌期权未平仓合约远高于看涨期权,尤其是5月份期权未平仓量激增。新增看涨期权成交量最大为4月5日到期530点行权的看涨期权,新增开仓4万手,主要为买入开仓,暗示对未来一周标普500上涨1.3%有一定预期。特斯拉方面,由于公司上调部分车型售价,期权异动显示上周五187.5点看涨期权被大单资金密集买入,成交量达3.01万手。详细:SPY期权综合评估成交意向看跌略占上风,看跌期权未平仓远高于看涨期权,5月未平仓激增。看涨期权新增第一为<a href=\"https://laohu8.com/OPT/SPY 20240405 530.0 CALL\">$SPY 20240405 530.0 CALL$ </a> ,行权价530,4月5日到期新增4万手;看跌期权新增最高为 <a href=\"https://laohu8.com/OPT/SPY 20240517 430.0 PUT\">$SPY 20240517 430.0 PUT$ </a> ,行权价430,5月17日到期新增15万手。看跌新增榜一<a href=\"https://laohu8.com/OPT/SPY 20240517 430.0 PUT\">$SPY 20240517 430.0 PUT$ </a>主要为卖出方向。看涨新增榜一<a href=\"https://laohu8.com/OPT/SPY 20240405 530.0 CALL\">$SPY 20240405 530.0 CALL$ </a> 主要为买入方向。以收盘价523/07计算,","listText":"美国经济指标呈稳定扩张,市场预期美联储能实现软著陆。标普创今年第 22 个历史新高,道琼斯同样创下收盘新高纪录。标普500指数期权整体成交情况显示,看跌意向略占上风。看跌期权未平仓合约远高于看涨期权,尤其是5月份期权未平仓量激增。新增看涨期权成交量最大为4月5日到期530点行权的看涨期权,新增开仓4万手,主要为买入开仓,暗示对未来一周标普500上涨1.3%有一定预期。特斯拉方面,由于公司上调部分车型售价,期权异动显示上周五187.5点看涨期权被大单资金密集买入,成交量达3.01万手。详细:SPY期权综合评估成交意向看跌略占上风,看跌期权未平仓远高于看涨期权,5月未平仓激增。看涨期权新增第一为<a href=\"https://laohu8.com/OPT/SPY 20240405 530.0 CALL\">$SPY 20240405 530.0 CALL$ </a> ,行权价530,4月5日到期新增4万手;看跌期权新增最高为 <a href=\"https://laohu8.com/OPT/SPY 20240517 430.0 PUT\">$SPY 20240517 430.0 PUT$ </a> ,行权价430,5月17日到期新增15万手。看跌新增榜一<a href=\"https://laohu8.com/OPT/SPY 20240517 430.0 PUT\">$SPY 20240517 430.0 PUT$ </a>主要为卖出方向。看涨新增榜一<a href=\"https://laohu8.com/OPT/SPY 20240405 530.0 CALL\">$SPY 20240405 530.0 CALL$ </a> 主要为买入方向。以收盘价523/07计算,","text":"美国经济指标呈稳定扩张,市场预期美联储能实现软著陆。标普创今年第 22 个历史新高,道琼斯同样创下收盘新高纪录。标普500指数期权整体成交情况显示,看跌意向略占上风。看跌期权未平仓合约远高于看涨期权,尤其是5月份期权未平仓量激增。新增看涨期权成交量最大为4月5日到期530点行权的看涨期权,新增开仓4万手,主要为买入开仓,暗示对未来一周标普500上涨1.3%有一定预期。特斯拉方面,由于公司上调部分车型售价,期权异动显示上周五187.5点看涨期权被大单资金密集买入,成交量达3.01万手。详细:SPY期权综合评估成交意向看跌略占上风,看跌期权未平仓远高于看涨期权,5月未平仓激增。看涨期权新增第一为$SPY 20240405 530.0 CALL$ ,行权价530,4月5日到期新增4万手;看跌期权新增最高为 $SPY 20240517 430.0 PUT$ ,行权价430,5月17日到期新增15万手。看跌新增榜一$SPY 20240517 430.0 PUT$ 主要为卖出方向。看涨新增榜一$SPY 20240405 530.0 CALL$ 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Future(FFIE)$ </a>老贾视频发太多了就没有用了?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老贾视频发太多了就没有用了?","text":"$Faraday Future(FFIE)$ 老贾视频发太多了就没有用了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309416332419208","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306192037036208,"gmtCreate":1715788576657,"gmtModify":1715788578515,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","text":"$纳斯达克(.IXIC)$ 特斯拉从400多调整下跌回现在的170,也一样不影响美股创新高,为什么? 因为美国的强大是世界最优秀的企业都如雨后春笋一样不断的产生,特斯拉不行还有英伟达,谷歌 苹果 …源源不断,不断创新成为美国经济强劲引擎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306192037036208","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315615932694776,"gmtCreate":1718085505552,"gmtModify":1718085506858,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GM\">$通用汽车(GM)$ </a>汇丰将通用汽车(GM.N)目标价从48美元上调至56美元。将福特汽车(F.N)目标价从11.3美元提高至13美元。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GM\">$通用汽车(GM)$ </a>汇丰将通用汽车(GM.N)目标价从48美元上调至56美元。将福特汽车(F.N)目标价从11.3美元提高至13美元。","text":"$通用汽车(GM)$ 汇丰将通用汽车(GM.N)目标价从48美元上调至56美元。将福特汽车(F.N)目标价从11.3美元提高至13美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315615932694776","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313551416500280,"gmtCreate":1717555276103,"gmtModify":1717555278337,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a>真的萎靡不振啊,感觉拿不住了,找个机会出掉吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a>真的萎靡不振啊,感觉拿不住了,找个机会出掉吧","text":"$花旗(C)$ $富国银行(WFC)$真的萎靡不振啊,感觉拿不住了,找个机会出掉吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313551416500280","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310754736476296,"gmtCreate":1716895350331,"gmtModify":1716895351904,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>最近开始涨了,有什么消息面吗","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01093\">$石药集团(01093)$ </a>最近开始涨了,有什么消息面吗","text":"$石药集团(01093)$ 最近开始涨了,有什么消息面吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310754736476296","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310752951898128,"gmtCreate":1716895281457,"gmtModify":1716895283476,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03650\">$KEEP(03650)$ </a>之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03650\">$KEEP(03650)$ </a>之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。","text":"$KEEP(03650)$ 之前1600万已经回购差不多的基础上,又追加了1亿回购,这个点位确实还是很便宜,管理层看好给了市场信息,后续股价应该有不小的上行空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310752951898128","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307782854271160,"gmtCreate":1716176868589,"gmtModify":1716176870798,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00772\">$阅文集团(00772)$ </a>阅文集团出品的《庆余年2》关注度很高,这几天刷各大平台基本上都在热榜上。看发布的数据,开播第二日热度值突破33636,创腾讯视频站内热度值历史最高纪录。 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空前的关注度也带来了一小部分争议,这是每一部爆款连续剧都要经历的事情,才刚刚开播几集就下定论是不科学的,事实证明后面的反馈越来越好了。庆余年的出品方阅文集团是稳赢的,这部剧带来的收益已经超过预期了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307782854271160","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304790684835936,"gmtCreate":1715446298556,"gmtModify":1715446300459,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$ </a>Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/V\">$Visa(V)$ </a>Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关","text":"$Visa(V)$ Visa和Master都是支付业的巨头,两家的特点都是高毛利、高自由现金流(FCF),刻舟求剑的话,就会发现,每股自由现金流和市值高度相关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304790684835936","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302667847381296,"gmtCreate":1714899701774,"gmtModify":1714899703412,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$ </a>","listText":"巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注<a target=\"_blank\" href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$ </a>","text":"巴菲特一季度大部分利润来自非投资保险业,保险是门好生意,关注$友邦保险(01299)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302667847381296","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300977166131352,"gmtCreate":1714486837140,"gmtModify":1714486838657,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AON\">$怡安保险(AON)$ </a>大跌后成交额放大了不少,看来有很多人在抄底","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AON\">$怡安保险(AON)$ </a>大跌后成交额放大了不少,看来有很多人在抄底","text":"$怡安保险(AON)$ 大跌后成交额放大了不少,看来有很多人在抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300977166131352","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300217136943400,"gmtCreate":1714314717649,"gmtModify":1714314719234,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。","text":"$美国银行(BAC)$ 美国银行股又有危机了?银行业监管机构美国联邦储蓄保险公司(FDIC)宣布,宾夕法尼亚州监管机构关闭了总部位于费城的美国共和银行,这是美国今年首家被关闭的银行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300217136943400","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299525199548640,"gmtCreate":1714145737334,"gmtModify":1714145738787,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01456\">$国联证券(01456)$ </a>国联证券真猛啊,这次咋直接起飞了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01456\">$国联证券(01456)$ </a>国联证券真猛啊,这次咋直接起飞了","text":"$国联证券(01456)$ 国联证券真猛啊,这次咋直接起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299525199548640","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299072689451008,"gmtCreate":1714041123353,"gmtModify":1714391658305,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$ </a>能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$ </a>能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","text":"$伯克希尔(BRK.A)$ 能长期复利增长的公司很稀有,能稳定盈利产生自由现金流的公司很不错了。能把稳定的盈利投入到复利增长的公司并不断复制,那是伯克希尔做的工作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299072689451008","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298748108742944,"gmtCreate":1713945265061,"gmtModify":1713945267425,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$ </a>继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$ </a>继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。","text":"$摩根士丹利(MS)$ 继续受益于财富管理和投资银行业务的持续增长。摩根士丹利报告称,在所有三个产品线实力强劲的推动下,第一季度收入同比增长4.3%至151亿美元,机构证券净收入同比增长3.2%至70亿美元,投资银行业务收入增长16.0%达到14亿美元,股权收入同比增长4.1%至28亿美元,固定收益收入同比下降3.5%至25亿美元,财富管理净收入同比增长4.9%达到创纪录的69亿美元,投资管理收入同比增长6.8%至14亿美元,资产管理规模增长10.5%至1.51万亿美元。摩根士丹利的财富管理业务将继续成为关键的增长动力,可以从加速的并购和资本市场交易中受益。其管理下的 1.5 万亿美元庞大资产也将推动稳定且有弹性的费用收入流,随着年轻人口群体继续进入储蓄和投资的高峰期,越来越多地使用摩根斯坦利的 E*TRADE 在线平台,并将发展到其全方位服务的财富管理平台。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298748108742944","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296256653177120,"gmtCreate":1713365914594,"gmtModify":1713365915931,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>连这种大市值财报后都开始跌,美国银行成这样子了?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$ </a>连这种大市值财报后都开始跌,美国银行成这样子了?","text":"$美国银行(BAC)$ 连这种大市值财报后都开始跌,美国银行成这样子了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296256653177120","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293808722055448,"gmtCreate":1712761229466,"gmtModify":1712761231101,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03968\">$招商银行(03968)$ </a>还是稳的,地产的影响应该能逐步消除","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03968\">$招商银行(03968)$ </a>还是稳的,地产的影响应该能逐步消除","text":"$招商银行(03968)$ 还是稳的,地产的影响应该能逐步消除","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293808722055448","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293136386719752,"gmtCreate":1712586147194,"gmtModify":1712586149049,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感觉应该摩根大通最好,富国和花旗之前几个季度都有雷","listText":"感觉应该摩根大通最好,富国和花旗之前几个季度都有雷","text":"感觉应该摩根大通最好,富国和花旗之前几个季度都有雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293136386719752","repostId":"293090000466072","repostType":1,"repost":{"id":293090000466072,"gmtCreate":1712578581000,"gmtModify":1712618402124,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【财报竞猜】摩根大通,花旗,富国银行,你最看好谁?","htmlText":"今年以来,银行股反弹强劲, <a href=\"https://laohu8.com/S/C\">$花旗(C)$</a> 大涨19.7%, <a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 大涨16.6%, <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 大涨16%,在降息大背景下,会给美国的银行股带来怎样的冲击?本周发财报的摩根大通、富国银行和花旗银行股中,你最看好谁?银行股Q1业绩前瞻对于银行股来说,主要分为传统商业银行业务,投资银行业务,以及财富管理业务,银行收入主要来源是净利息收入、承销收入财富管理收入等。 当前宏观经济环境对银行业有着显著的影响。低利率环境和通货膨胀的走势是影响银行净利息收入和信贷质量的关键因素。近期非农报告和宏观数据显示经济具有韧性,这对银行是有利的。不过由于市场对降息的预期降低,投资者一直在衡量高利率对净利息收入的影响。此外银行的承销收入同样值得关注,得益于Reddit上市,银行的交易和承销收入显示出改善迹象。<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a>、和<a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a>都将于本周五盘前公布财报,以下是彭博一致预期你对于银行股的财报怎么看呢?<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、","listText":"今年以来,银行股反弹强劲, <a href=\"https://laohu8.com/S/C\">$花旗(C)$</a> 大涨19.7%, <a href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a> 大涨16.6%, <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 大涨16%,在降息大背景下,会给美国的银行股带来怎样的冲击?本周发财报的摩根大通、富国银行和花旗银行股中,你最看好谁?银行股Q1业绩前瞻对于银行股来说,主要分为传统商业银行业务,投资银行业务,以及财富管理业务,银行收入主要来源是净利息收入、承销收入财富管理收入等。 当前宏观经济环境对银行业有着显著的影响。低利率环境和通货膨胀的走势是影响银行净利息收入和信贷质量的关键因素。近期非农报告和宏观数据显示经济具有韧性,这对银行是有利的。不过由于市场对降息的预期降低,投资者一直在衡量高利率对净利息收入的影响。此外银行的承销收入同样值得关注,得益于Reddit上市,银行的交易和承销收入显示出改善迹象。<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/C\">$花旗(C)$</a>、和<a target=\"_blank\" href=\"https://laohu8.com/S/WFC\">$富国银行(WFC)$</a>都将于本周五盘前公布财报,以下是彭博一致预期你对于银行股的财报怎么看呢?<a target=\"_blank\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 、","text":"今年以来,银行股反弹强劲, $花旗(C)$ 大涨19.7%, $富国银行(WFC)$ 大涨16.6%, $摩根大通(JPM)$ 大涨16%,在降息大背景下,会给美国的银行股带来怎样的冲击?本周发财报的摩根大通、富国银行和花旗银行股中,你最看好谁?银行股Q1业绩前瞻对于银行股来说,主要分为传统商业银行业务,投资银行业务,以及财富管理业务,银行收入主要来源是净利息收入、承销收入财富管理收入等。 当前宏观经济环境对银行业有着显著的影响。低利率环境和通货膨胀的走势是影响银行净利息收入和信贷质量的关键因素。近期非农报告和宏观数据显示经济具有韧性,这对银行是有利的。不过由于市场对降息的预期降低,投资者一直在衡量高利率对净利息收入的影响。此外银行的承销收入同样值得关注,得益于Reddit上市,银行的交易和承销收入显示出改善迹象。$摩根大通(JPM)$ 、$花旗(C)$、和$富国银行(WFC)$都将于本周五盘前公布财报,以下是彭博一致预期你对于银行股的财报怎么看呢?$摩根大通(JPM)$ 、","images":[{"img":"https://static.tigerbbs.com/226f74fc48e6128c70f9e6c72588e791","width":"1024","height":"1024"},{"img":"https://static.tigerbbs.com/550cea23ce537f74615ef377e9e40938","width":"604","height":"434"},{"img":"https://static.tigerbbs.com/d4a254de0a5c7dbbcd63489ab784b91a","width":"642","height":"244"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293090000466072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291886355034304,"gmtCreate":1712287278421,"gmtModify":1712296880399,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a>不知不觉就回到100了,后续还是有很大空间大","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a>不知不觉就回到100了,后续还是有很大空间大","text":"$美团-W(03690)$ 不知不觉就回到100了,后续还是有很大空间大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291886355034304","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290639719407928,"gmtCreate":1711982852460,"gmtModify":1711982853960,"author":{"id":"4129100067669410","authorId":"4129100067669410","name":"飘红一片天","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"学习了","listText":"学习了","text":"学习了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290639719407928","repostId":"290640289751080","repostType":1,"repost":{"id":290640289751080,"gmtCreate":1711979318615,"gmtModify":1711979388691,"author":{"id":"3527667646438385","authorId":"3527667646438385","name":"期权侦探","avatar":"https://static.tigerbbs.com/d77352af64bc1f2e2b196137b6c9a363","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"期权开仓榜:大盘期权多空交织 特斯拉本周激进看涨","htmlText":"美国经济指标呈稳定扩张,市场预期美联储能实现软著陆。标普创今年第 22 个历史新高,道琼斯同样创下收盘新高纪录。标普500指数期权整体成交情况显示,看跌意向略占上风。看跌期权未平仓合约远高于看涨期权,尤其是5月份期权未平仓量激增。新增看涨期权成交量最大为4月5日到期530点行权的看涨期权,新增开仓4万手,主要为买入开仓,暗示对未来一周标普500上涨1.3%有一定预期。特斯拉方面,由于公司上调部分车型售价,期权异动显示上周五187.5点看涨期权被大单资金密集买入,成交量达3.01万手。详细:SPY期权综合评估成交意向看跌略占上风,看跌期权未平仓远高于看涨期权,5月未平仓激增。看涨期权新增第一为<a href=\"https://laohu8.com/OPT/SPY 20240405 530.0 CALL\">$SPY 20240405 530.0 CALL$ </a> ,行权价530,4月5日到期新增4万手;看跌期权新增最高为 <a href=\"https://laohu8.com/OPT/SPY 20240517 430.0 PUT\">$SPY 20240517 430.0 PUT$ </a> ,行权价430,5月17日到期新增15万手。看跌新增榜一<a href=\"https://laohu8.com/OPT/SPY 20240517 430.0 PUT\">$SPY 20240517 430.0 PUT$ </a>主要为卖出方向。看涨新增榜一<a href=\"https://laohu8.com/OPT/SPY 20240405 530.0 CALL\">$SPY 20240405 530.0 CALL$ </a> 主要为买入方向。以收盘价523/07计算,","listText":"美国经济指标呈稳定扩张,市场预期美联储能实现软著陆。标普创今年第 22 个历史新高,道琼斯同样创下收盘新高纪录。标普500指数期权整体成交情况显示,看跌意向略占上风。看跌期权未平仓合约远高于看涨期权,尤其是5月份期权未平仓量激增。新增看涨期权成交量最大为4月5日到期530点行权的看涨期权,新增开仓4万手,主要为买入开仓,暗示对未来一周标普500上涨1.3%有一定预期。特斯拉方面,由于公司上调部分车型售价,期权异动显示上周五187.5点看涨期权被大单资金密集买入,成交量达3.01万手。详细:SPY期权综合评估成交意向看跌略占上风,看跌期权未平仓远高于看涨期权,5月未平仓激增。看涨期权新增第一为<a href=\"https://laohu8.com/OPT/SPY 20240405 530.0 CALL\">$SPY 20240405 530.0 CALL$ </a> ,行权价530,4月5日到期新增4万手;看跌期权新增最高为 <a href=\"https://laohu8.com/OPT/SPY 20240517 430.0 PUT\">$SPY 20240517 430.0 PUT$ </a> ,行权价430,5月17日到期新增15万手。看跌新增榜一<a href=\"https://laohu8.com/OPT/SPY 20240517 430.0 PUT\">$SPY 20240517 430.0 PUT$ </a>主要为卖出方向。看涨新增榜一<a href=\"https://laohu8.com/OPT/SPY 20240405 530.0 CALL\">$SPY 20240405 530.0 CALL$ </a> 主要为买入方向。以收盘价523/07计算,","text":"美国经济指标呈稳定扩张,市场预期美联储能实现软著陆。标普创今年第 22 个历史新高,道琼斯同样创下收盘新高纪录。标普500指数期权整体成交情况显示,看跌意向略占上风。看跌期权未平仓合约远高于看涨期权,尤其是5月份期权未平仓量激增。新增看涨期权成交量最大为4月5日到期530点行权的看涨期权,新增开仓4万手,主要为买入开仓,暗示对未来一周标普500上涨1.3%有一定预期。特斯拉方面,由于公司上调部分车型售价,期权异动显示上周五187.5点看涨期权被大单资金密集买入,成交量达3.01万手。详细:SPY期权综合评估成交意向看跌略占上风,看跌期权未平仓远高于看涨期权,5月未平仓激增。看涨期权新增第一为$SPY 20240405 530.0 CALL$ ,行权价530,4月5日到期新增4万手;看跌期权新增最高为 $SPY 20240517 430.0 PUT$ ,行权价430,5月17日到期新增15万手。看跌新增榜一$SPY 20240517 430.0 PUT$ 主要为卖出方向。看涨新增榜一$SPY 20240405 530.0 CALL$ 主要为买入方向。以收盘价523/07计算,","images":[{"img":"https://static.tigerbbs.com/84e38aba3cb5ef681745ab247a82baa8","width":"1124","height":"416"},{"img":"https://static.tigerbbs.com/dc4ed1b342df3c469bbc0d527540f7bb","width":"2296","height":"146"},{"img":"https://static.tigerbbs.com/5b1e76dc17ffb08991ed09b3a43daac9","width":"2300","height":"1348"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290640289751080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}