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nicegame
老虎证券实盘赛冠军团队队长 微信公众号Amazing Capital
IP属地：江西
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nicegame
nicegame
·
2025-12-22
$翰思艾泰-B(03378)$
超2500倍，结果涨1%都难 🐂
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nicegame
nicegame
·
2025-08-12
为什么不屯币，是因为不喜欢吗？
非常抱歉，此主贴已删除
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nicegame
nicegame
·
2025-07-31
盲猜76
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nicegame
nicegame
·
2025-07-08
来老虎2000天了
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nicegame
nicegame
·
2025-07-07
谢谢虎妞！
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nicegame
nicegame
·
2025-07-04
为什么在美股里买了UNH和TLT（伪装的国债），现在被人叫Loser
虽然我们很少点评个股，但是最近美股牛市的情况下，我们来看看为什么一个医疗的巨头
$联合健康(UNH)$
和伪装的美国国债
$20+年以上美国国债ETF-iShares(TLT)$
为什么屡创新低。 先看看周四在一轮一轮的辩论后，终于达成的大美丽法案（big Beautiful Bill）, 我们来观察下谁是赢家（Winner）,谁是输家（Loser）： 特朗普“大美丽法案”赢家与输家 赢家（Winner） 美国企业 根据该法案，美国企业税率将从2017年减税前的35%永久降至21%。这一举措无疑为美国企业注入了强大的活力，尤其是制造业和高科技企业。法案还扩大了对企业投资的税收优惠，包括新的机械设备投资、研发费用等。 这些优惠措施将促进美国企业在创新和资本支出方面的积极性，推动经济增长。特朗普显然将经济复苏视为优先事项，而这项法案显然是他推动经济政策的重要一环。（除了电动车外的大部分QQQ指数内的企业会有利好） 美国传统能源行业 拜登政府推动的绿色能源政策在特朗普的“大美丽法案”面前几乎被完全推翻。特别是在取消电动汽车税收减免等措施后，传统能源行业将迎来显著受益。特朗普对气候变化问题持怀疑态度，这一立场在政策中得到了体现。对于马斯克等新能源企业而言，取消电动汽车补贴无疑是一个巨大的打击，正如他所公开表示的，这一政策直接导致了与Trump政府的决裂。 美国富人 减税政策一如既往地倾向于富裕阶层。根据分析，最大的受益者将是年收入在20万至50万美元之间的家庭，以及拥有房产的家庭。特朗普的政策长期以来一直偏向有较高收入和财富积累的人群，这一法案进一步加剧了贫富差距。 美国依赖小费和加班费的群体 该法案也在一定程度上惠及了美国的一
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为什么在美股里买了UNH和TLT（伪装的国债），现在被人叫Loser
nicegame
nicegame
·
2025-06-18
关于
$美国钢铁(X)$
的一些操作，用期权和正股配合，把成本降下去，最终吃到收购前的一波红利
为什么我们没有付费的群组及付费知识星球割韭菜
@nicegame：
图片 许多关注我们基金的朋友都在问： “有没有付费交流群？”、“能不能跟单操作？” 今天给大家交个底： 不搞社群、不做知识付费、不推跟单——这是我们坚守的三大原则，原因如下： 1. 比起收割粉丝，我们更在意长期信任 尽管我们在老虎社区积累2600+粉丝（ID：nicegame），Telegram群内也有众多活跃用户，但知识付费赚快钱从来不是我们的目标。 试想：若开个付费星球，每位用户月费100元，一年创收不过几十万。相比基金的管理规模，这点收入微乎其微。而我们更看重的是用真金白银的业绩说话，而非收割短期流量。 2. 投资不是聊天跟单，而是系统性战争 或许有同行在社群里晒交易记录，怂恿用户跟单。但我们见过太多惨痛教训： 抄作业≠能赚钱： 同一笔操作，有人重仓梭哈，有人轻仓试探，结局天差地别； 认知断层要命： 当持仓浮亏20%时，有人果断止损，有人越跌越补，背后是对底层逻辑的理解鸿沟； 时间成本难复制： 你以为的“实时同步”，可能滞后3分钟，足够市场逆转乾坤。 ▶️ 以我们近期操作的美国钢铁（X）收购套利为例： 5月28日建仓逻辑： 日本制铁收购美国钢铁概率超95%，套利空间约4% （收购55VS市价53）； 双线布局： 正股+期权组合建仓，利用期权时间价值摊薄成本至$52.3； 你以为这就稳赚？真正的博弈才刚刚开始： 6月13日黑天鹅 日本高管炮轰美国干预，股价闪崩5%至$51； 逆势加仓30% 我们判断情绪恐慌>实际风险，反手加码押注； 24小时绝地反杀 周六凌晨并购官宣，股价冲至$54.8，所有浮亏一键翻红。 图片 ⚠️ 即使全程公开操作细节，99%的人依然会踩坑： 你敢在暴跌5%时加仓？ （多数人选择割肉） 你能承受过周末的未知风险？ （消息公布前账户浮亏近10%） 你算得清期权组合的对冲比例？ （数学不好的已被波动震
为什么我们没有付费的群组及付费知识星球割韭菜
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nicegame
nicegame
·
2025-06-17
$Circle Internet Corp.(CRCL)$
The Good news is，circle终于开始跌了！
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nicegame
nicegame
·
2025-06-13
$泡泡玛特(09992)$
再上十倍
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nicegame
nicegame
·
2025-06-09
$HOOD 20250620 60.0 PUT$
开仓hood 60 put
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当持仓浮亏20%时，有人果断止损，有人越跌越补，背后是对底层逻辑的理解鸿沟； 时间成本难复制： 你以为的“实时同步”，可能滞后3分钟，足够市场逆转乾坤。 ▶️ 以我们近期操作的美国钢铁（X）收购套利为例： 5月28日建仓逻辑： 日本制铁收购美国钢铁概率超95%，套利空间约4% （收购55VS市价53）； 双线布局： 正股+期权组合建仓，利用期权时间价值摊薄成本至$52.3； 你以为这就稳赚？真正的博弈才刚刚开始： 6月13日黑天鹅 日本高管炮轰美国干预，股价闪崩5%至$51； 逆势加仓30% 我们判断情绪恐慌>实际风险，反手加码押注； 24小时绝地反杀 周六凌晨并购官宣，股价冲至$54.8，所有浮亏一键翻红。 图片 ⚠️ 即使全程公开操作细节，99%的人依然会踩坑： 你敢在暴跌5%时加仓？ （多数人选择割肉） 你能承受过周末的未知风险？ （消息公布前账户浮亏近10%） 你算得清期权组合的对冲比例？ （数学不好的已被波动震","listText":"图片 许多关注我们基金的朋友都在问： “有没有付费交流群？”、“能不能跟单操作？” 今天给大家交个底： 不搞社群、不做知识付费、不推跟单——这是我们坚守的三大原则，原因如下： 1. 比起收割粉丝，我们更在意长期信任 尽管我们在老虎社区积累2600+粉丝（ID：nicegame），Telegram群内也有众多活跃用户，但知识付费赚快钱从来不是我们的目标。 试想：若开个付费星球，每位用户月费100元，一年创收不过几十万。相比基金的管理规模，这点收入微乎其微。而我们更看重的是用真金白银的业绩说话，而非收割短期流量。 2. 投资不是聊天跟单，而是系统性战争 或许有同行在社群里晒交易记录，怂恿用户跟单。但我们见过太多惨痛教训： 抄作业≠能赚钱： 同一笔操作，有人重仓梭哈，有人轻仓试探，结局天差地别； 认知断层要命： 当持仓浮亏20%时，有人果断止损，有人越跌越补，背后是对底层逻辑的理解鸿沟； 时间成本难复制： 你以为的“实时同步”，可能滞后3分钟，足够市场逆转乾坤。 ▶️ 以我们近期操作的美国钢铁（X）收购套利为例： 5月28日建仓逻辑： 日本制铁收购美国钢铁概率超95%，套利空间约4% （收购55VS市价53）； 双线布局： 正股+期权组合建仓，利用期权时间价值摊薄成本至$52.3； 你以为这就稳赚？真正的博弈才刚刚开始： 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