阿里巴巴你又搞邊科呀
$阿里巴巴-W(09988)$ 近來表現真係相當之不濟,當恆指上升[看涨] 的時候不但沒有跟著上升,而恆指下跌的時候,跌幅更多[看跌] 。尋日更跌穿三個月底位。以[看跌] 我估計其中一個原因是花𣄃芯不斷沽空,從數據上可以看到近兩個月沽空最多的機構就是它,最可笑的事 ,它近來對巴巴的評級是增持。真係好神又你,鬼又係你[汗颜] 。昨日又新出了一個消息說發行零息120億可換股債券,個人認為[思考] 是好消息,但市場有理無理先沽為敬。[摊手]
近一個月我都係賣put它的期權。亦接了很多貨。目前持有4500股。平均112.5。虧損有點嚴重達30000[晕] [晕]
部署策略:暫時不會再賣put及增持正股,下星期一睇下機會走。如果升回來平價都會減持,不然的話就會賣call 110同112.5。希望可以減倉,收回資金再作部署[胜利] 。
港元繼續弱勢,令我更加擔心港股會持續受壓[流泪] ,巴巴的表現亦不會好。今次難搞[摊手]
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