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FK1234

FK1234

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04-18

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@大小石头家牛妞:從A股市值一哥易主看如何對投資機會先知先覺

04-17

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@第N次大变革大分流:$理想汽車(LI)$ 理想現在進行大規模的組織結構調整，一般在大規模調整過程中，大概率會出現各種管理層面的問題。會對理想的業績造成消耗。所以等待下一個季度財報出來後再考慮做多。

04-09

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@第N次大变革大分流:$小鵬汽車(XPEV)$ 新的一輪汽車價格戰開始了，小鵬汽車剛好處於這個價格內卷非常嚴重的區間，凱迪拉克馬上也要大降價了。還有極氪。小鵬當面的飛行器概念還只是停留在概念品環節，除非開始對規模兌現飛行器的發售，不然難以反彈。

02-25

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@ZEROHERO:$SUPER MICRO COMPUTER INC(SMCI)$ - Positive cash flow & EPS - Part of IWM powerhouse - Chart setting up for explosive move - Massive Semis & AI play into 2025 - SMCI CEO buddy with NVDA CEO - No big competitors yet - Good to invest in the near term - Or buy the dip when opportunity arises

01-15

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@第N次大变革大分流:$拼多多(PDD)$ temu可以重複部分pdd成功的故事，畢竟喜歡買便宜貨的人在全球都不少，但是可以爲了減價而發動親朋好友一起上陣去砍一刀的網民也就是中國最多了。

01-14

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01-13

💪💪💪💪💪💪💪💪

01-12

💪💪💪💪💪💪💪💪💪♈️

01-12

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01-10

💪💪💪💪💪💪💪💪

01-10

💪💪💪💪💪💪

01-09

💪💪💪💪💪

01-09

💪💪💪💪💪💪💪

01-07

💪💪💪💪💪💪💪

01-05

💪💪💪💪♈️

@LY1970:Reddy h dsrghg dsafthjgd

01-05

💪💪💪💪💪

01-05

💪💪💪💪💪💪💪

01-04

💪💪💪💪💪💪💪

01-03

💪💪💪💪💪💪💪💪

01-03

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@谋定后动:我開倉了20手$TLT 20250117 110.0 CALL$ ,昨晚TLT大漲2%，趁着這個機會賣出行權價爲110的CC，和行權價爲90的leap call構成一個垂直價差策略。如果2025年1月TLT漲到110以上，1手垂直價差能盈利2000刀，20手就是4萬刀。TLT rose sharply by 2% last night. I took this opportunity to sell CC with an exercise price of 110, and formed a vertical spread strategy with a leap call with an exercise price of 90. If TLT rises above 110 in January 2025, the vertical spread of 1 lot can make a profit of 2,000 USD, and 20 lots is 40,000 USD

Go to Tiger App to see more news

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&nbsp;說來移動的生意模式大家都知道，但身邊投資它的人卻不多，大部分人可能和財媽一樣漲了很多才後知後覺地注意到它。這時候注意到它往往已經不便宜了。 &nbsp;後知後覺地看到漲了才覺得是好生意的，已經沒有好價格了，也談不上是機會。 &nbsp;那麼什麼樣纔是真正的投資機會？如何對真正的投資機會先知先覺呢？ &nbsp;就是今天財媽想分享給你的內容。 &nbsp;01—真正的投資機會黑白老師說他很喜歡姜誠分享過的一句話：投資是可理解和可承受的交集。 可理解是我們作出認知內的最優選，可承受是爲我們認知出錯做好準備。&nbsp;這句話完美形容了真正的投資機會應該滿足的條件。 <a href=\"https://laohu8.com/S/600941\">$中國移動(600941)$</a> 和 $貴州茅臺 sh600519$ 可以說是大部分人都可理解的好企業，那麼如何判斷是否可承受呢？財媽首先想到的是去看看它們的估值，然後在自己規定給個股的倉位上限內進行資產配置。不同的投資者、不同資金量，可承受的風險力度不同，對估值和倉位的要求也不同，但歷史估值可以作爲一個週期定位的參考。 &nbsp;由於移動A股2022年才上市，時間過短，估值參考價值不大，但移動港股2013年就上市了，可參考港股的估值。 &nbsp;圖片&nbsp;從上方截圖可看出，若把移動港股近10年估值最低點連起來，顯示出的估值線基本是一條略微向下的","text":"“ 投資是可理解與可承受的交集。”一季度經濟成績單即將發佈，港股低開， $恆生指數 HSI.HK$ 跌0.67%，$國企指數(800100.HK)$跌0.73%，$恆生科技指數(800700.HK)$跌0.6%。4月17日， $中國移動 sh600941$ 持續拉昇，市值超越貴州茅臺，正式成A股市值最大公司。想想移動A股不過去年才上市，上市至今卻有了近翻倍的漲幅。 說來移動的生意模式大家都知道，但身邊投資它的人卻不多，大部分人可能和財媽一樣漲了很多才後知後覺地注意到它。這時候注意到它往往已經不便宜了。 後知後覺地看到漲了才覺得是好生意的，已經沒有好價格了，也談不上是機會。 那麼什麼樣纔是真正的投資機會？如何對真正的投資機會先知先覺呢？ 就是今天財媽想分享給你的內容。 01—真正的投資機會黑白老師說他很喜歡姜誠分享過的一句話：投資是可理解和可承受的交集。 可理解是我們作出認知內的最優選，可承受是爲我們認知出錯做好準備。 這句話完美形容了真正的投資機會應該滿足的條件。 $中國移動(600941)$ 和 $貴州茅臺 sh600519$ 可以說是大部分人都可理解的好企業，那麼如何判斷是否可承受呢？財媽首先想到的是去看看它們的估值，然後在自己規定給個股的倉位上限內進行資產配置。不同的投資者、不同資金量，可承受的風險力度不同，對估值和倉位的要求也不同，但歷史估值可以作爲一個週期定位的參考。 由於移動A股2022年才上市，時間過短，估值參考價值不大，但移動港股2013年就上市了，可參考港股的估值。 圖片 從上方截圖可看出，若把移動港股近10年估值最低點連起來，顯示出的估值線基本是一條略微向下的","images":[{"img":"https://static.tigerbbs.com/163a7bc165becf084362971702727f59","width":"1080","height":"494"},{"img":"https://static.tigerbbs.com/6757f6d63c69f10584481fc853e7cecb","width":"750","height":"454"},{"img":"https://static.tigerbbs.com/e5ec55838032be1212fbdacca05435ea","width":"1080","height":"541"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/651874070","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296040222339312,"gmtCreate":1713305401519,"gmtModify":1713305403474,"author":{"id":"4104123050017080","authorId":"4104123050017080","name":"FK1234","avatar":"https://community-static.tradeup.com/news/6a907cc51789e6ce266740a796d02c6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104123050017080","authorIdStr":"4104123050017080"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296040222339312","repostId":"295683069677720","repostType":1,"repost":{"id":295683069677720,"gmtCreate":1713198263614,"gmtModify":1713236044616,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://community-static.tradeup.com/news/7ac78897b78c47a3afab38088cf5216c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564479083780631","authorIdStr":"3564479083780631"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LI\">$理想汽車(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 理想現在進行大規模的組織結構調整，一般在大規模調整過程中，大概率會出現各種管理層面的問題。會對理想的業績造成消耗。所以等待下一個季度財報出來後再考慮做多。","listText":"<a href=\"https://ttm.financial/S/LI\">$理想汽車(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v> 理想現在進行大規模的組織結構調整，一般在大規模調整過程中，大概率會出現各種管理層面的問題。會對理想的業績造成消耗。所以等待下一個季度財報出來後再考慮做多。","text":"$理想汽車(LI)$ 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href=\"https://ttm.financial/S/XPEV\">$小鵬汽車(XPEV)$&nbsp;</a><v-v data-views=\"0\"></v-v> 新的一輪汽車價格戰開始了，小鵬汽車剛好處於這個價格內卷非常嚴重的區間，凱迪拉克馬上也要大降價了。還有極氪。小鵬當面的飛行器概念還只是停留在概念品環節，除非開始對規模兌現飛行器的發售，不然難以反彈。","listText":"<a href=\"https://ttm.financial/S/XPEV\">$小鵬汽車(XPEV)$&nbsp;</a><v-v data-views=\"0\"></v-v> 新的一輪汽車價格戰開始了，小鵬汽車剛好處於這個價格內卷非常嚴重的區間，凱迪拉克馬上也要大降價了。還有極氪。小鵬當面的飛行器概念還只是停留在概念品環節，除非開始對規模兌現飛行器的發售，不然難以反彈。","text":"$小鵬汽車(XPEV)$ 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href=\"https://ttm.financial/OPT/TLT 20250117 110.0 CALL\">$TLT 20250117 110.0 CALL$&nbsp;</a>,昨晚TLT大漲2%，趁着這個機會賣出行權價爲110的CC，和行權價爲90的leap call構成一個垂直價差策略。如果2025年1月TLT漲到110以上，1手垂直價差能盈利2000刀，20手就是4萬刀。TLT rose sharply by 2% last night. I took this opportunity to sell CC with an exercise price of 110, and formed a vertical spread strategy with a leap call with an exercise price of 90. If TLT rises above 110 in January 2025, the vertical spread of 1 lot can make a profit of 2,000 USD, and 20 lots is 40,000 USD","listText":"我開倉了20手<a href=\"https://ttm.financial/OPT/TLT 20250117 110.0 CALL\">$TLT 20250117 110.0 CALL$&nbsp;</a>,昨晚TLT大漲2%，趁着這個機會賣出行權價爲110的CC，和行權價爲90的leap call構成一個垂直價差策略。如果2025年1月TLT漲到110以上，1手垂直價差能盈利2000刀，20手就是4萬刀。TLT rose sharply by 2% last night. I took this opportunity to sell CC with an exercise price of 110, and formed a vertical spread strategy with a leap call with an exercise price of 90. If TLT rises above 110 in January 2025, the vertical spread of 1 lot can make a profit of 2,000 USD, and 20 lots is 40,000 USD","text":"我開倉了20手$TLT 20250117 110.0 CALL$ ,昨晚TLT大漲2%，趁着這個機會賣出行權價爲110的CC，和行權價爲90的leap call構成一個垂直價差策略。如果2025年1月TLT漲到110以上，1手垂直價差能盈利2000刀，20手就是4萬刀。TLT rose sharply by 2% last night. I took this opportunity to sell CC with an exercise price of 110, and formed a vertical spread strategy with a leap call with an exercise price of 90. If TLT rises above 110 in January 2025, the vertical spread of 1 lot can make a profit of 2,000 USD, and 20 lots is 40,000 USD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249137469964416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":296365996974208,"gmtCreate":1713392594147,"gmtModify":1713392596294,"author":{"id":"4104123050017080","authorId":"4104123050017080","name":"FK1234","avatar":"https://community-static.tradeup.com/news/6a907cc51789e6ce266740a796d02c6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104123050017080","authorIdStr":"4104123050017080"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296365996974208","repostId":"651874070","repostType":1,"repost":{"id":651874070,"gmtCreate":1681795978892,"gmtModify":1681796108941,"author":{"id":"3552654261023988","authorId":"3552654261023988","name":"大小石头家牛妞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552654261023988","authorIdStr":"3552654261023988"},"themes":[],"title":"從A股市值一哥易主看如何對投資機會先知先覺","htmlText":"“&nbsp;投資是可理解與可承受的交集。”一季度經濟成績單即將發佈，港股低開， $恆生指數 HSI.HK$ 跌0.67%，$國企指數(800100.HK)$跌0.73%，$恆生科技指數(800700.HK)$跌0.6%。4月17日， $中國移動 sh600941$ 持續拉昇，市值超越貴州茅臺，正式成A股市值最大公司。想想移動A股不過去年才上市，上市至今卻有了近翻倍的漲幅。 &nbsp;說來移動的生意模式大家都知道，但身邊投資它的人卻不多，大部分人可能和財媽一樣漲了很多才後知後覺地注意到它。這時候注意到它往往已經不便宜了。 &nbsp;後知後覺地看到漲了才覺得是好生意的，已經沒有好價格了，也談不上是機會。 &nbsp;那麼什麼樣纔是真正的投資機會？如何對真正的投資機會先知先覺呢？ &nbsp;就是今天財媽想分享給你的內容。 &nbsp;01—真正的投資機會黑白老師說他很喜歡姜誠分享過的一句話：投資是可理解和可承受的交集。 可理解是我們作出認知內的最優選，可承受是爲我們認知出錯做好準備。&nbsp;這句話完美形容了真正的投資機會應該滿足的條件。 <a href=\"https://laohu8.com/S/600941\">$中國移動(600941)$</a> 和 $貴州茅臺 sh600519$ 可以說是大部分人都可理解的好企業，那麼如何判斷是否可承受呢？財媽首先想到的是去看看它們的估值，然後在自己規定給個股的倉位上限內進行資產配置。不同的投資者、不同資金量，可承受的風險力度不同，對估值和倉位的要求也不同，但歷史估值可以作爲一個週期定位的參考。 &nbsp;由於移動A股2022年才上市，時間過短，估值參考價值不大，但移動港股2013年就上市了，可參考港股的估值。 &nbsp;圖片&nbsp;從上方截圖可看出，若把移動港股近10年估值最低點連起來，顯示出的估值線基本是一條略微向下的","listText":"“&nbsp;投資是可理解與可承受的交集。”一季度經濟成績單即將發佈，港股低開， $恆生指數 HSI.HK$ 跌0.67%，$國企指數(800100.HK)$跌0.73%，$恆生科技指數(800700.HK)$跌0.6%。4月17日， $中國移動 sh600941$ 持續拉昇，市值超越貴州茅臺，正式成A股市值最大公司。想想移動A股不過去年才上市，上市至今卻有了近翻倍的漲幅。 &nbsp;說來移動的生意模式大家都知道，但身邊投資它的人卻不多，大部分人可能和財媽一樣漲了很多才後知後覺地注意到它。這時候注意到它往往已經不便宜了。 &nbsp;後知後覺地看到漲了才覺得是好生意的，已經沒有好價格了，也談不上是機會。 &nbsp;那麼什麼樣纔是真正的投資機會？如何對真正的投資機會先知先覺呢？ &nbsp;就是今天財媽想分享給你的內容。 &nbsp;01—真正的投資機會黑白老師說他很喜歡姜誠分享過的一句話：投資是可理解和可承受的交集。 可理解是我們作出認知內的最優選，可承受是爲我們認知出錯做好準備。&nbsp;這句話完美形容了真正的投資機會應該滿足的條件。 <a href=\"https://laohu8.com/S/600941\">$中國移動(600941)$</a> 和 $貴州茅臺 sh600519$ 可以說是大部分人都可理解的好企業，那麼如何判斷是否可承受呢？財媽首先想到的是去看看它們的估值，然後在自己規定給個股的倉位上限內進行資產配置。不同的投資者、不同資金量，可承受的風險力度不同，對估值和倉位的要求也不同，但歷史估值可以作爲一個週期定位的參考。 &nbsp;由於移動A股2022年才上市，時間過短，估值參考價值不大，但移動港股2013年就上市了，可參考港股的估值。 &nbsp;圖片&nbsp;從上方截圖可看出，若把移動港股近10年估值最低點連起來，顯示出的估值線基本是一條略微向下的","text":"“ 投資是可理解與可承受的交集。”一季度經濟成績單即將發佈，港股低開， $恆生指數 HSI.HK$ 跌0.67%，$國企指數(800100.HK)$跌0.73%，$恆生科技指數(800700.HK)$跌0.6%。4月17日， $中國移動 sh600941$ 持續拉昇，市值超越貴州茅臺，正式成A股市值最大公司。想想移動A股不過去年才上市，上市至今卻有了近翻倍的漲幅。 說來移動的生意模式大家都知道，但身邊投資它的人卻不多，大部分人可能和財媽一樣漲了很多才後知後覺地注意到它。這時候注意到它往往已經不便宜了。 後知後覺地看到漲了才覺得是好生意的，已經沒有好價格了，也談不上是機會。 那麼什麼樣纔是真正的投資機會？如何對真正的投資機會先知先覺呢？ 就是今天財媽想分享給你的內容。 01—真正的投資機會黑白老師說他很喜歡姜誠分享過的一句話：投資是可理解和可承受的交集。 可理解是我們作出認知內的最優選，可承受是爲我們認知出錯做好準備。 這句話完美形容了真正的投資機會應該滿足的條件。 $中國移動(600941)$ 和 $貴州茅臺 sh600519$ 可以說是大部分人都可理解的好企業，那麼如何判斷是否可承受呢？財媽首先想到的是去看看它們的估值，然後在自己規定給個股的倉位上限內進行資產配置。不同的投資者、不同資金量，可承受的風險力度不同，對估值和倉位的要求也不同，但歷史估值可以作爲一個週期定位的參考。 由於移動A股2022年才上市，時間過短，估值參考價值不大，但移動港股2013年就上市了，可參考港股的估值。 圖片 從上方截圖可看出，若把移動港股近10年估值最低點連起來，顯示出的估值線基本是一條略微向下的","images":[{"img":"https://static.tigerbbs.com/163a7bc165becf084362971702727f59","width":"1080","height":"494"},{"img":"https://static.tigerbbs.com/6757f6d63c69f10584481fc853e7cecb","width":"750","height":"454"},{"img":"https://static.tigerbbs.com/e5ec55838032be1212fbdacca05435ea","width":"1080","height":"541"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/651874070","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":766382964719856,"gmtCreate":1687816785598,"gmtModify":1687816789654,"author":{"id":"4104123050017080","authorId":"4104123050017080","name":"FK1234","avatar":"https://community-static.tradeup.com/news/6a907cc51789e6ce266740a796d02c6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104123050017080","authorIdStr":"4104123050017080"},"themes":[],"htmlText":"💪💪💪💪💪💪","listText":"💪💪💪💪💪💪","text":"💪💪💪💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/766382964719856","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4151672944429832","authorId":"4151672944429832","name":"远亦","avatar":"https://community-static.tradeup.com/news/0c63502fb3acf73fdc2c137b18eaef0f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4151672944429832","authorIdStr":"4151672944429832"},"content":"Come on! Which plate are you paying attention to recently?","text":"Come on! Which plate are you paying attention to recently?","html":"Come on! Which plate are you paying attention to 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今收萬九樓下恐轉勢","htmlText":"歐洲3國央行齊加息，瑞士加0.25釐，英倫銀行及挪威央行則大手加息0.5釐，超乎市場預期，而且表示仍會再加，美聯儲今年再加息兩次的壓力增加，歐美央行收緊貨幣政策以打擊通脹的行動尚未結束。昨晚美股道指曾下滑過百點，收市微跌4點連跌4日；以科技股為主的納指先跌後回升，收漲0.95%。港股於ADR跌近百點，預視今早低開。 美國加息週期未完對美元有支持作用，相對人民幣續約，短綫向7.3關進發，不利港股，加上美國總統拜登最近的言論刺激中國神經，中方發出強硬措辭回應，令剛見改善的中美關係又再轉差。恆指在假期前跌穿250天牛熊綫，14天RSI收45.7，回落至50強弱分界之下，走勢轉弱。 恆指今日低開近百點，跌穿保歷加通道中軸20天綫約19160點重要支持位，開市半小左右便跌至18855點低位，守回吐升幅(18044至20155)黃金比率61.8%的18850點，惟19000點關口失守後變成即市反彈阻力，開市初段高位19138點低於週三低位19174，留下繼週三之後的第二個下跌裂口，足以反映目前的弱勢，今日若最終收於萬九關樓下，全周4個交易日跌逾千點，抹去過去3周的大部份升幅，要做好月底前跌回月初低位18190的心理準備。6月還有一週便完結，本週大市迅速轉弱，恆指周綫以過千點大陰燭回落，利淡下週，還望期指下週轉倉會稍為託著而不至插得太深，恆指望守在18600關口，即回調由14597至22700升幅的50%水平。本月恆指不收低於18234點仍是上升月份，不過月綫呈「射擊之星」淡友反攻形態，不利7月再升，反而下破前低18044點，繼續向下尋找今年底部的機會則大增。","listText":"歐洲3國央行齊加息，瑞士加0.25釐，英倫銀行及挪威央行則大手加息0.5釐，超乎市場預期，而且表示仍會再加，美聯儲今年再加息兩次的壓力增加，歐美央行收緊貨幣政策以打擊通脹的行動尚未結束。昨晚美股道指曾下滑過百點，收市微跌4點連跌4日；以科技股為主的納指先跌後回升，收漲0.95%。港股於ADR跌近百點，預視今早低開。 美國加息週期未完對美元有支持作用，相對人民幣續約，短綫向7.3關進發，不利港股，加上美國總統拜登最近的言論刺激中國神經，中方發出強硬措辭回應，令剛見改善的中美關係又再轉差。恆指在假期前跌穿250天牛熊綫，14天RSI收45.7，回落至50強弱分界之下，走勢轉弱。 恆指今日低開近百點，跌穿保歷加通道中軸20天綫約19160點重要支持位，開市半小左右便跌至18855點低位，守回吐升幅(18044至20155)黃金比率61.8%的18850點，惟19000點關口失守後變成即市反彈阻力，開市初段高位19138點低於週三低位19174，留下繼週三之後的第二個下跌裂口，足以反映目前的弱勢，今日若最終收於萬九關樓下，全周4個交易日跌逾千點，抹去過去3周的大部份升幅，要做好月底前跌回月初低位18190的心理準備。6月還有一週便完結，本週大市迅速轉弱，恆指周綫以過千點大陰燭回落，利淡下週，還望期指下週轉倉會稍為託著而不至插得太深，恆指望守在18600關口，即回調由14597至22700升幅的50%水平。本月恆指不收低於18234點仍是上升月份，不過月綫呈「射擊之星」淡友反攻形態，不利7月再升，反而下破前低18044點，繼續向下尋找今年底部的機會則大增。","text":"歐洲3國央行齊加息，瑞士加0.25釐，英倫銀行及挪威央行則大手加息0.5釐，超乎市場預期，而且表示仍會再加，美聯儲今年再加息兩次的壓力增加，歐美央行收緊貨幣政策以打擊通脹的行動尚未結束。昨晚美股道指曾下滑過百點，收市微跌4點連跌4日；以科技股為主的納指先跌後回升，收漲0.95%。港股於ADR跌近百點，預視今早低開。 美國加息週期未完對美元有支持作用，相對人民幣續約，短綫向7.3關進發，不利港股，加上美國總統拜登最近的言論刺激中國神經，中方發出強硬措辭回應，令剛見改善的中美關係又再轉差。恆指在假期前跌穿250天牛熊綫，14天RSI收45.7，回落至50強弱分界之下，走勢轉弱。 恆指今日低開近百點，跌穿保歷加通道中軸20天綫約19160點重要支持位，開市半小左右便跌至18855點低位，守回吐升幅(18044至20155)黃金比率61.8%的18850點，惟19000點關口失守後變成即市反彈阻力，開市初段高位19138點低於週三低位19174，留下繼週三之後的第二個下跌裂口，足以反映目前的弱勢，今日若最終收於萬九關樓下，全周4個交易日跌逾千點，抹去過去3周的大部份升幅，要做好月底前跌回月初低位18190的心理準備。6月還有一週便完結，本週大市迅速轉弱，恆指周綫以過千點大陰燭回落，利淡下週，還望期指下週轉倉會稍為託著而不至插得太深，恆指望守在18600關口，即回調由14597至22700升幅的50%水平。本月恆指不收低於18234點仍是上升月份，不過月綫呈「射擊之星」淡友反攻形態，不利7月再升，反而下破前低18044點，繼續向下尋找今年底部的機會則大增。","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190342842040568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296040222339312,"gmtCreate":1713305401519,"gmtModify":1713305403474,"author":{"id":"4104123050017080","authorId":"4104123050017080","name":"FK1234","avatar":"https://community-static.tradeup.com/news/6a907cc51789e6ce266740a796d02c6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104123050017080","authorIdStr":"4104123050017080"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296040222339312","repostId":"295683069677720","repostType":1,"repost":{"id":295683069677720,"gmtCreate":1713198263614,"gmtModify":1713236044616,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://community-static.tradeup.com/news/7ac78897b78c47a3afab38088cf5216c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564479083780631","authorIdStr":"3564479083780631"},"themes":[],"htmlText":"<a 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理想現在進行大規模的組織結構調整，一般在大規模調整過程中，大概率會出現各種管理層面的問題。會對理想的業績造成消耗。所以等待下一個季度財報出來後再考慮做多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/295683069677720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293254916558952,"gmtCreate":1712614955022,"gmtModify":1712614958745,"author":{"id":"4104123050017080","authorId":"4104123050017080","name":"FK1234","avatar":"https://community-static.tradeup.com/news/6a907cc51789e6ce266740a796d02c6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104123050017080","authorIdStr":"4104123050017080"},"themes":[],"htmlText":"💪💪","listText":"💪💪","text":"💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293254916558952","repostId":"293041158869224","repostType":1,"repost":{"id":293041158869224,"gmtCreate":1712562855024,"gmtModify":1712563418623,"author":{"id":"3564479083780631","authorId":"3564479083780631","name":"第N次大变革大分流","avatar":"https://community-static.tradeup.com/news/7ac78897b78c47a3afab38088cf5216c","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564479083780631","authorIdStr":"3564479083780631"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$小鵬汽車(XPEV)$&nbsp;</a><v-v data-views=\"0\"></v-v> 新的一輪汽車價格戰開始了，小鵬汽車剛好處於這個價格內卷非常嚴重的區間，凱迪拉克馬上也要大降價了。還有極氪。小鵬當面的飛行器概念還只是停留在概念品環節，除非開始對規模兌現飛行器的發售，不然難以反彈。","listText":"<a href=\"https://ttm.financial/S/XPEV\">$小鵬汽車(XPEV)$&nbsp;</a><v-v data-views=\"0\"></v-v> 新的一輪汽車價格戰開始了，小鵬汽車剛好處於這個價格內卷非常嚴重的區間，凱迪拉克馬上也要大降價了。還有極氪。小鵬當面的飛行器概念還只是停留在概念品環節，除非開始對規模兌現飛行器的發售，不然難以反彈。","text":"$小鵬汽車(XPEV)$ 新的一輪汽車價格戰開始了，小鵬汽車剛好處於這個價格內卷非常嚴重的區間，凱迪拉克馬上也要大降價了。還有極氪。小鵬當面的飛行器概念還只是停留在概念品環節，除非開始對規模兌現飛行器的發售，不然難以反彈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293041158869224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277826712809736,"gmtCreate":1708854800774,"gmtModify":1708854804596,"author":{"id":"4104123050017080","authorId":"4104123050017080","name":"FK1234","avatar":"https://community-static.tradeup.com/news/6a907cc51789e6ce266740a796d02c6a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104123050017080","authorIdStr":"4104123050017080"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277826712809736","repostId":"277149586702560","repostType":1,"repost":{"id":277149586702560,"gmtCreate":1708689485155,"gmtModify":1708750802939,"author":{"id":"3566532164444643","authorId":"3566532164444643","name":"ZEROHERO","avatar":"https://static.tigerbbs.com/62813b6df1c4722e559d112fadd5486a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3566532164444643","authorIdStr":"3566532164444643"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp; - Positive cash flow &amp; EPS - Part of IWM powerhouse&nbsp; - Chart setting up for explosive move - Massive Semis &amp; AI play into 2025 - SMCI CEO buddy with NVDA CEO - No big competitors yet - Good to invest in the near term - Or buy the dip when opportunity arises","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp; - Positive cash flow &amp; EPS - Part of IWM powerhouse&nbsp; - Chart setting up for explosive move - Massive Semis &amp; AI play into 2025 - SMCI CEO buddy with NVDA CEO - No big competitors yet - Good to invest in the near term - Or buy the dip when opportunity arises","text":"$SUPER MICRO COMPUTER INC(SMCI)$ - Positive cash flow & EPS - Part of IWM powerhouse - Chart setting up for explosive move - Massive Semis & AI play into 2025 - SMCI CEO buddy with NVDA CEO - No big competitors yet - Good to invest in the near term - Or buy the dip when opportunity 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href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>temu可以重複部分pdd成功的故事，畢竟喜歡買便宜貨的人在全球都不少，但是可以爲了減價而發動親朋好友一起上陣去砍一刀的網民也就是中國最多了。","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>temu可以重複部分pdd成功的故事，畢竟喜歡買便宜貨的人在全球都不少，但是可以爲了減價而發動親朋好友一起上陣去砍一刀的網民也就是中國最多了。","text":"$拼多多(PDD)$ 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I took this opportunity to sell CC with an exercise price of 110, and formed a vertical spread strategy with a leap call with an exercise price of 90. If TLT rises above 110 in January 2025, the vertical spread of 1 lot can make a profit of 2,000 USD, and 20 lots is 40,000 USD","listText":"我開倉了20手<a href=\"https://ttm.financial/OPT/TLT 20250117 110.0 CALL\">$TLT 20250117 110.0 CALL$&nbsp;</a>,昨晚TLT大漲2%，趁着這個機會賣出行權價爲110的CC，和行權價爲90的leap call構成一個垂直價差策略。如果2025年1月TLT漲到110以上，1手垂直價差能盈利2000刀，20手就是4萬刀。TLT rose sharply by 2% last night. I took this opportunity to sell CC with an exercise price of 110, and formed a vertical spread strategy with a leap call with an exercise price of 90. If TLT rises above 110 in January 2025, the vertical spread of 1 lot can make a profit of 2,000 USD, and 20 lots is 40,000 USD","text":"我開倉了20手$TLT 20250117 110.0 CALL$ ,昨晚TLT大漲2%，趁着這個機會賣出行權價爲110的CC，和行權價爲90的leap call構成一個垂直價差策略。如果2025年1月TLT漲到110以上，1手垂直價差能盈利2000刀，20手就是4萬刀。TLT rose sharply by 2% last night. 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