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09-08 09:21
$LONGSYS(09976)$
盲炳
09-08 09:21
$LONGSYS(09976)$
盲炳
09-04
$KST.HK 20260911 34.00 CALL$
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$VGT(02476)$
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$LEN.HK 20260929 32.00 CALL$
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$Applied Materials(AMAT)$
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$Lam Research(LRCX)$
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$Intuitive Surgical(ISRG)$
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$Lam Research(LRCX)$
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$Applied Materials(AMAT)$
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CHINA(03900)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/603628016644224","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603620644475008,"gmtCreate":1788399020199,"gmtModify":1788400830146,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00992\">$LENOVO GROUP(00992)$ </a>","listText":"<a href=\"https://ttm.financial/S/00992\">$LENOVO GROUP(00992)$ </a>","text":"$LENOVO GROUP(00992)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/603620644475008","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603620641616000,"gmtCreate":1788399019501,"gmtModify":1788400825683,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01109\">$CHINA RES LAND(01109)$ </a>","listText":"<a href=\"https://ttm.financial/S/01109\">$CHINA RES LAND(01109)$ </a>","text":"$CHINA RES LAND(01109)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/603620641616000","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603468759356072,"gmtCreate":1788368223933,"gmtModify":1788368225695,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Q\">$Qnity Electronics Inc(Q)$ </a>","listText":"<a href=\"https://ttm.financial/S/Q\">$Qnity Electronics Inc(Q)$ </a>","text":"$Qnity Electronics Inc(Q)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/603468759356072","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603336058130560,"gmtCreate":1788329541111,"gmtModify":1788400751702,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03900\">$GREENTOWN CHINA(03900)$ </a>","listText":"<a href=\"https://ttm.financial/S/03900\">$GREENTOWN CHINA(03900)$ </a>","text":"$GREENTOWN CHINA(03900)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":6,"link":"https://ttm.financial/post/603336058130560","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603111910506624,"gmtCreate":1788274817570,"gmtModify":1788368524228,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Q\">$Qnity Electronics Inc(Q)$ </a>","listText":"<a href=\"https://ttm.financial/S/Q\">$Qnity Electronics Inc(Q)$ </a>","text":"$Qnity Electronics Inc(Q)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/603111910506624","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602988523860248,"gmtCreate":1788243594551,"gmtModify":1788243596077,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00625\">$SHEIN-W(00625)$ </a>","listText":"<a href=\"https://ttm.financial/S/00625\">$SHEIN-W(00625)$ </a>","text":"$SHEIN-W(00625)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/602988523860248","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602950356447736,"gmtCreate":1788241658270,"gmtModify":1788243615259,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00625\">$SHEIN-W(00625)$ </a>","listText":"<a href=\"https://ttm.financial/S/00625\">$SHEIN-W(00625)$ </a>","text":"$SHEIN-W(00625)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/602950356447736","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602906284638720,"gmtCreate":1788230977596,"gmtModify":1788886272234,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SHK.HK 20260929 105.00 PUT\">$SHK.HK 20260929 105.00 PUT$ </a>","listText":"<a href=\"https://ttm.financial/OPT/SHK.HK 20260929 105.00 PUT\">$SHK.HK 20260929 105.00 PUT$ </a>","text":"$SHK.HK 20260929 105.00 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":9,"link":"https://ttm.financial/post/602906284638720","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602932010881152,"gmtCreate":1788230896763,"gmtModify":1788400356198,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01109\">$CHINA RES LAND(01109)$ </a>","listText":"<a href=\"https://ttm.financial/S/01109\">$CHINA RES LAND(01109)$ </a>","text":"$CHINA RES LAND(01109)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/602932010881152","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":537332142666376,"gmtCreate":1772205145631,"gmtModify":1772554067133,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20260302 395.0 PUT\">$TSLA 20260302 395.0 PUT$ </a>這是我人工操作的分享：我看好TSLA長期短期在$400有支持，所以我沽出了下星期一到期的TSLA認沽期權，行使價$395，收期權金$1.56[财迷] 希望不用接貨啦[贱笑] ","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20260302 395.0 PUT\">$TSLA 20260302 395.0 PUT$ </a>這是我人工操作的分享：我看好TSLA長期短期在$400有支持，所以我沽出了下星期一到期的TSLA認沽期權，行使價$395，收期權金$1.56[财迷] 希望不用接貨啦[贱笑] ","text":"$TSLA 20260302 395.0 PUT$ 這是我人工操作的分享：我看好TSLA長期短期在$400有支持，所以我沽出了下星期一到期的TSLA認沽期權，行使價$395，收期權金$1.56[财迷] 希望不用接貨啦[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1263,"commentSize":0,"repostSize":40,"link":"https://ttm.financial/post/537332142666376","isVote":1,"tweetType":1,"viewCount":3747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":542971332175136,"gmtCreate":1773589194830,"gmtModify":1774070313926,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20260320 150.0 CALL\">$BABA 20260320 150.0 CALL$ </a>","listText":"<a href=\"https://ttm.financial/OPT/BABA 20260320 150.0 CALL\">$BABA 20260320 150.0 CALL$ </a>","text":"$BABA 20260320 150.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":507,"commentSize":3,"repostSize":353,"link":"https://ttm.financial/post/542971332175136","isVote":1,"tweetType":1,"viewCount":17599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464914176147912,"gmtCreate":1754496388378,"gmtModify":1754719641664,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/COIN 20250808 265.0 PUT\">$COIN 20250808 265.0 PUT$ </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$ </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":3833,"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,"authorIdStr":"9000000000000639","idStr":"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":"$265 sell put is a stable move, but the volatility really needs to be watched"},{"author":{"id":"3479274802455671","authorId":"3479274802455671","name":"frosti","avatar":"https://static.tigerbbs.com/8d59e7c960eef6f97257cc799768d81e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274802455671","idStr":"3479274802455671"},"content":"Impressive strategy and insights! [Great]","text":"Impressive strategy and insights! [Great]","html":"Impressive strategy and insights! [Great]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465656367755720,"gmtCreate":1754677587501,"gmtModify":1755326391238,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SMMT 20250815 25.0 PUT\">$SMMT 20250815 25.0 PUT$ </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\">$SMMT 20250815 25.0 PUT$ </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":4034,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011028","authorId":"10000000000011028","name":"DeltaDrift","avatar":"https://community-static.tradeup.com/news/11d675a610354289230d3a2f6c6e4c88","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011028","idStr":"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 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