盲炳 personal page - To The Moon

盲炳

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$LI 20260220 20.0 CALL$ Covered call

02:48

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02:47

$ASTS 20251226 71.0 PUT$

12-24

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12-24

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12-24

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12-24

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12-23

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12-23

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12-22

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12-22

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12-22

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12-20

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12-20

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12-20

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PUT$&nbsp;</a>Coinbase宣布發行23億美元可轉換高級票據（2029及2032年到期），旨在資助比特幣購入、債務重組及業務擴張。此舉顯示其對加密市場長期增長的信心，特別是比特幣持倉已達11,776枚（約12.6億美元）。票據採無息設計，通過限制性回購交易減輕股份稀釋風險，展現財務靈活性。然而，第二季收入15億美元未達預期，股價跌15%，反映市場對其短期表現及監管不確定性的擔憂。分析師意見分歧，Benchmark維持「買入」評級（目標價421美元），而Compass Point降至「賣出」（目標價248美元）。我沽出$265美元認沽期權，預期股價短期不跌破此水平，策略合理但需警惕市場波動及潛在稀釋風險。此融資若有效分配於技術升級與併購，或助Coinbase鞏固行業地位；若市場環境惡化，則可能加劇壓力。長期看好，但短期需謹慎。","listText":"<a href=\"https://ttm.financial/OPT/COIN 20250808 265.0 PUT\">$COIN 20250808 265.0 PUT$&nbsp;</a>Coinbase宣布發行23億美元可轉換高級票據（2029及2032年到期），旨在資助比特幣購入、債務重組及業務擴張。此舉顯示其對加密市場長期增長的信心，特別是比特幣持倉已達11,776枚（約12.6億美元）。票據採無息設計，通過限制性回購交易減輕股份稀釋風險，展現財務靈活性。然而，第二季收入15億美元未達預期，股價跌15%，反映市場對其短期表現及監管不確定性的擔憂。分析師意見分歧，Benchmark維持「買入」評級（目標價421美元），而Compass Point降至「賣出」（目標價248美元）。我沽出$265美元認沽期權，預期股價短期不跌破此水平，策略合理但需警惕市場波動及潛在稀釋風險。此融資若有效分配於技術升級與併購，或助Coinbase鞏固行業地位；若市場環境惡化，則可能加劇壓力。長期看好，但短期需謹慎。","text":"$COIN 20250808 265.0 PUT$ Coinbase宣布發行23億美元可轉換高級票據（2029及2032年到期），旨在資助比特幣購入、債務重組及業務擴張。此舉顯示其對加密市場長期增長的信心，特別是比特幣持倉已達11,776枚（約12.6億美元）。票據採無息設計，通過限制性回購交易減輕股份稀釋風險，展現財務靈活性。然而，第二季收入15億美元未達預期，股價跌15%，反映市場對其短期表現及監管不確定性的擔憂。分析師意見分歧，Benchmark維持「買入」評級（目標價421美元），而Compass Point降至「賣出」（目標價248美元）。我沽出$265美元認沽期權，預期股價短期不跌破此水平，策略合理但需警惕市場波動及潛在稀釋風險。此融資若有效分配於技術升級與併購，或助Coinbase鞏固行業地位；若市場環境惡化，則可能加劇壓力。長期看好，但短期需謹慎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":655,"commentSize":2,"repostSize":34,"link":"https://ttm.financial/post/464914176147912","isVote":1,"tweetType":1,"viewCount":2788,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000639","authorId":"9000000000000639","name":"tiger_cc","avatar":"https://community-static.tradeup.com/news/d6358062550fc5d8be9f8c6ad5aac6d3","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000639","authorIdStr":"9000000000000639"},"content":"$265 sell put is a stable move, but the volatility really needs to be watched","text":"$265 sell put is a stable move, but the volatility really needs to be watched","html":"$265 sell put is a stable move, but the volatility really needs to be watched"},{"author":{"id":"3479274802455671","authorId":"3479274802455671","name":"frosti","avatar":"https://static.tigerbbs.com/8d59e7c960eef6f97257cc799768d81e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274802455671","authorIdStr":"3479274802455671"},"content":"Impressive strategy and insights! [Great]","text":"Impressive strategy and insights! [Great]","html":"Impressive strategy and insights! [Great]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465656367755720,"gmtCreate":1754677587501,"gmtModify":1755326391238,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SMMT 20250815 25.0 PUT\">$SMMT 20250815 25.0 PUT$&nbsp;</a>我非常看好Summit Therapeutics(SMMT.US)的長期潛力。從核心邏輯看，其與康方生物合作的ivonescimab在肺癌關鍵3期試驗中實現無進展生存期（PFS）的統計學顯著改善，打破了EGFR突變耐藥患者領域抗PD-1單抗長期未突破的困境，數據紮實且具備臨牀突破性；中美雙市場聯動佈局更是亮點——中國已獲批奠定商業化基礎，美國向FDA提交上市申請的進展將打開全球最大創新藥市場空間，想象空間明確。從基本面看，藥物安全性特徵與對照組相近，未現新風險信號，商業化落地確定性較高；加之全球非小細胞肺癌患者基數龐大，尤其耐藥人羣存在強烈未滿足需求，產品若順利上市有望快速放量。","listText":"<a href=\"https://ttm.financial/OPT/SMMT 20250815 25.0 PUT\">$SMMT 20250815 25.0 PUT$&nbsp;</a>我非常看好Summit Therapeutics(SMMT.US)的長期潛力。從核心邏輯看，其與康方生物合作的ivonescimab在肺癌關鍵3期試驗中實現無進展生存期（PFS）的統計學顯著改善，打破了EGFR突變耐藥患者領域抗PD-1單抗長期未突破的困境，數據紮實且具備臨牀突破性；中美雙市場聯動佈局更是亮點——中國已獲批奠定商業化基礎，美國向FDA提交上市申請的進展將打開全球最大創新藥市場空間，想象空間明確。從基本面看，藥物安全性特徵與對照組相近，未現新風險信號，商業化落地確定性較高；加之全球非小細胞肺癌患者基數龐大，尤其耐藥人羣存在強烈未滿足需求，產品若順利上市有望快速放量。","text":"$SMMT 20250815 25.0 PUT$ 我非常看好Summit Therapeutics(SMMT.US)的長期潛力。從核心邏輯看，其與康方生物合作的ivonescimab在肺癌關鍵3期試驗中實現無進展生存期（PFS）的統計學顯著改善，打破了EGFR突變耐藥患者領域抗PD-1單抗長期未突破的困境，數據紮實且具備臨牀突破性；中美雙市場聯動佈局更是亮點——中國已獲批奠定商業化基礎，美國向FDA提交上市申請的進展將打開全球最大創新藥市場空間，想象空間明確。從基本面看，藥物安全性特徵與對照組相近，未現新風險信號，商業化落地確定性較高；加之全球非小細胞肺癌患者基數龐大，尤其耐藥人羣存在強烈未滿足需求，產品若順利上市有望快速放量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1165,"commentSize":2,"repostSize":52,"link":"https://ttm.financial/post/465656367755720","isVote":1,"tweetType":1,"viewCount":3328,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011028","authorId":"10000000000011028","name":"DeltaDrift","avatar":"https://community-static.tradeup.com/news/11d675a610354289230d3a2f6c6e4c88","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011028","authorIdStr":"10000000000011028"},"content":"Indeed, having a commercial layout can make enough money","text":"Indeed, having a commercial layout can make enough money","html":"Indeed, having a commercial layout can make enough money"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510396591079928,"gmtCreate":1765622251925,"gmtModify":1765622254720,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/RBLX 20251212 89.0 PUT\">$RBLX 20251212 89.0 PUT$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/RBLX 20251212 89.0 PUT\">$RBLX 20251212 89.0 PUT$&nbsp;</a>","text":"$RBLX 20251212 89.0 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":314,"commentSize":0,"repostSize":153,"link":"https://ttm.financial/post/510396591079928","isVote":1,"tweetType":1,"viewCount":8868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510396497752656,"gmtCreate":1765622248707,"gmtModify":1766215306113,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/RBLX 20251219 88.0 CALL\">$RBLX 20251219 88.0 CALL$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/RBLX 20251219 88.0 CALL\">$RBLX 20251219 88.0 CALL$&nbsp;</a>","text":"$RBLX 20251219 88.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":284,"commentSize":0,"repostSize":140,"link":"https://ttm.financial/post/510396497752656","isVote":1,"tweetType":1,"viewCount":8046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":515088807932544,"gmtCreate":1766781781290,"gmtModify":1766782122818,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/LI 20260220 20.0 CALL\">$LI 20260220 20.0 CALL$&nbsp;</a>Covered call","listText":"<a href=\"https://ttm.financial/OPT/LI 20260220 20.0 CALL\">$LI 20260220 20.0 CALL$&nbsp;</a>Covered call","text":"$LI 20260220 20.0 CALL$ Covered call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/515088807932544","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506788471259952,"gmtCreate":1764749366759,"gmtModify":1764749370227,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02190\">$ZYLOXTB(02190)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/02190\">$ZYLOXTB(02190)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","text":"$ZYLOXTB(02190)$ @Trade Feed Decoder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":61,"commentSize":1,"repostSize":42,"link":"https://ttm.financial/post/506788471259952","isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506113015321464,"gmtCreate":1764571017714,"gmtModify":1764571022203,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09633\">$NONGFU SPRING(09633)$&nbsp;</a><a href=\"https://ttm.financial/U/10000000000011061\">@Trade Feed Decoder</a>","listText":"<a href=\"https://ttm.financial/S/09633\">$NONGFU SPRING(09633)$&nbsp;</a><a 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Motors(TSLA)$&nbsp;</a>來看看我最新分享的訂單！","text":"$Tesla Motors(TSLA)$ 來看看我最新分享的訂單！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":90,"commentSize":1,"repostSize":32,"link":"https://ttm.financial/post/444027286323296","isVote":1,"tweetType":1,"viewCount":4279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":448142070329408,"gmtCreate":1750435939007,"gmtModify":1750538067310,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/CWEB 20250620 37.0 PUT\">$CWEB 20250620 37.0 PUT$&nbsp;</a>來看看我最新分享的訂單！","listText":"<a href=\"https://ttm.financial/OPT/CWEB 20250620 37.0 PUT\">$CWEB 20250620 37.0 PUT$&nbsp;</a>來看看我最新分享的訂單！","text":"$CWEB 20250620 37.0 PUT$ 來看看我最新分享的訂單！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/448142070329408","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472723821842720,"gmtCreate":1756446870739,"gmtModify":1756449718027,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00763\">$ZTE(00763)$&nbsp;</a>我開倉了$中興通訊(00763)$ ,來看看我最新分享的訂單！","listText":"<a href=\"https://ttm.financial/S/00763\">$ZTE(00763)$&nbsp;</a>我開倉了$中興通訊(00763)$ ,來看看我最新分享的訂單！","text":"$ZTE(00763)$ 我開倉了$中興通訊(00763)$ ,來看看我最新分享的訂單！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/472723821842720","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472453979427104,"gmtCreate":1756380991243,"gmtModify":1756433104526,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00005\">$HSBC HOLDINGS(00005)$&nbsp;</a>來看看我最新分享的訂單！","listText":"<a href=\"https://ttm.financial/S/00005\">$HSBC HOLDINGS(00005)$&nbsp;</a>來看看我最新分享的訂單！","text":"$HSBC HOLDINGS(00005)$ 來看看我最新分享的訂單！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/472453979427104","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510107802075280,"gmtCreate":1765551647374,"gmtModify":1765551651481,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SPY 20251212 650.0 CALL\">$SPY 20251212 650.0 CALL$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/SPY 20251212 650.0 CALL\">$SPY 20251212 650.0 CALL$&nbsp;</a>","text":"$SPY 20251212 650.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/510107802075280","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510107201118976,"gmtCreate":1765551602898,"gmtModify":1765551606409,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SPY 20251212 685.0 CALL\">$SPY 20251212 685.0 CALL$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/SPY 20251212 685.0 CALL\">$SPY 20251212 685.0 CALL$&nbsp;</a>","text":"$SPY 20251212 685.0 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