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YEH1211
2022-07-23
$阿里巴巴(BABA)$
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2022-07-29
$特斯拉(TSLA)$
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2022-07-01
$亿航智能(EH)$
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2022-06-26
$DiDi Global Inc.(DIDIY)$
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2022-05-27
$特斯拉(TSLA)$
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YEH1211
01-22
$Sea Ltd(SE)$
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YEH1211
2022-12-14
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YEH1211
2022-10-14
$阿里巴巴(BABA)$
YEH1211
2022-09-28
$特斯拉(TSLA)$
YEH1211
2022-08-10
$DiDi Global Inc.(DIDIY)$
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2022-07-21
$DiDi Global Inc.(DIDIY)$
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2022-07-02
$DiDi Global Inc.(DIDIY)$
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YEH1211
2023-04-18
[得意] [得意] [可爱] [得意] [得意] [得意] [财迷] [财迷]
YEH1211
2022-12-15
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YEH1211
2022-12-11
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YEH1211
2022-10-16
$Sea Ltd(SE)$
YEH1211
2022-10-15
$阿里巴巴(BABA)$
YEH1211
2022-10-12
$阿里巴巴(BABA)$
YEH1211
2022-10-07
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YEH1211
2022-09-29
$阿里巴巴(BABA)$
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😅😅😅","images":[{"img":"https://community-static.tradeup.com/news/957e13117c8625105270b6caa0d7d02d","width":"1080","height":"2606"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265829524959520","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":259900801126536,"gmtCreate":1704462693645,"gmtModify":1704462697493,"author":{"id":"4091002561109970","authorId":"4091002561109970","name":"YEH1211","avatar":"https://community-static.tradeup.com/news/fc1df5e82af4bfbc4c0887624ac48e75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091002561109970","authorIdStr":"4091002561109970"},"themes":[],"htmlText":"👍👍👍👍","listText":"👍👍👍👍","text":"👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259900801126536","repostId":"248312805347464","repostType":1,"repost":{"id":248312805347464,"gmtCreate":1701660745864,"gmtModify":1703059991513,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🐅🌟 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Fastest finge","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248312805347464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944662932,"gmtCreate":1681830542427,"gmtModify":1681830548049,"author":{"id":"4091002561109970","authorId":"4091002561109970","name":"YEH1211","avatar":"https://community-static.tradeup.com/news/fc1df5e82af4bfbc4c0887624ac48e75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091002561109970","authorIdStr":"4091002561109970"},"themes":[],"htmlText":"[得意] [得意] [可爱] [得意] [得意] [得意] [财迷] [财迷] ","listText":"[得意] [得意] [可爱] [得意] [得意] [得意] [财迷] [财迷] ","text":"[得意] [得意] [可爱] [得意] [得意] [得意] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944662932","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944940295,"gmtCreate":1681687541217,"gmtModify":1681687544659,"author":{"id":"4091002561109970","authorId":"4091002561109970","name":"YEH1211","avatar":"https://community-static.tradeup.com/news/fc1df5e82af4bfbc4c0887624ac48e75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091002561109970","authorIdStr":"4091002561109970"},"themes":[],"htmlText":"👍👍👍👍💪💪💪💪","listText":"👍👍👍👍💪💪💪💪","text":"👍👍👍👍💪💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944940295","isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945297149,"gmtCreate":1681479989482,"gmtModify":1681479993429,"author":{"id":"4091002561109970","authorId":"4091002561109970","name":"YEH1211","avatar":"https://community-static.tradeup.com/news/fc1df5e82af4bfbc4c0887624ac48e75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091002561109970","authorIdStr":"4091002561109970"},"themes":[],"htmlText":"💪💪💪💪💪💪💪","listText":"💪💪💪💪💪💪💪","text":"💪💪💪💪💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945297149","isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943940113,"gmtCreate":1679063928033,"gmtModify":1679063931556,"author":{"id":"4091002561109970","authorId":"4091002561109970","name":"YEH1211","avatar":"https://community-static.tradeup.com/news/fc1df5e82af4bfbc4c0887624ac48e75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091002561109970","authorIdStr":"4091002561109970"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943940113","repostId":"1197489688","repostType":4,"repost":{"id":"1197489688","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1679020559,"share":"https://ttm.financial/m/news/1197489688?lang=&edition=fundamental","pubTime":"2023-03-17 10:35","market":"us","language":"zh","title":"期权大单 | 华尔街出手救市!科技巨头看涨期权成交活跃,第一共和银行期权成交量放大逾86倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1197489688","media":"老虎资讯综合","summary":"周四,期权市场总成交量4813.96万张合约,高于90日平均成交量;隔夜大型科技股领涨,看涨期权成交活跃;第一共和银行期权成交量较90日平均量放大逾86倍,其中看跌期权占比68.7%>>>一、市场概览","content":"<html><head></head><body><blockquote>周四,期权市场总成交量4813.96万张合约,高于90日平均成交量;隔夜大型科技股领涨,看涨期权成交活跃;第一共和银行期权成交量较90日平均量放大逾86倍,其中看跌期权占比68.7%>>></blockquote><p><b>一、市场概览 (3月16日)</b></p><p>美东时间周四,美股市场低开高走,11家华尔街大行联手救助第一共和银行的消息传出后,市场情绪显著提振,截至收盘,道琼斯指数涨1.17%,报32246.55点;标普500指数涨1.76%,报3960.28点;纳斯达克指数涨2.48%,报11717.28点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a384512ae269ec6d73fbd3772b55a334\" tg-width=\"970\" tg-height=\"152\" width=\"100%\" height=\"auto\"/><span>数据来源:老虎国际</span></p><p>期权市场总成交量4813.96万张合约,环比前一交易日(4966.02万张合约)小幅下降,高于90日平均成交量(4093.42万张合约),其中看涨期权占比52%。</p><p><b>二、期权成交总量TOP10</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48a49ffd6d87b00814d93dc71d0ce297\" tg-width=\"1242\" tg-height=\"2136\" width=\"100%\" height=\"auto\"/><span>数据来源:老虎国际</span></p><p><a href=\"https://laohu8.com/S/SPY\">标普指数ETF</a>期权成交1108万张合约,其中看涨期权占比43.9%;<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>期权成交438.8万张合约,其中看涨期权占比43.2%;</p><p>大型科技股隔夜悉数上涨,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>期权成交量均有所增加,分别成交195.8万张、120.9万张、120.1万张、118.7万张、105万张、80.3万张;</p><p><b>三、异动观察</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3d16e3db13142763e0255012e6e6110\" tg-width=\"1265\" tg-height=\"524\" width=\"100%\" height=\"auto\"/><span>数据来源:Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>隔夜收涨逾4%,消息面,<a href=\"https://laohu8.com/S/MSFT\">微软</a>重磅发布:GPT-4全面植入Office全家桶。微软期权成交79.47万张,较90日平均成交量放大2倍,其中看涨期权占比59.4%;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eaf817f85f8858ebbf643ca6ba32204\" tg-width=\"1582\" tg-height=\"377\" width=\"100%\" height=\"auto\"/><span>数据来源:Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>股价周四大幅震荡,盘中一度下跌36%,在几家大型银行同意向该行增加300亿美元存款后,其股价止跌转涨,收盘上涨近10%,但在该行宣布暂停支付股息并表示将集中精力减少借款之后,其股价在盘后交易中再度大跌近17%;第一共和银行期权成交75.58万张,较90日平均成交量放大逾86倍,其中看跌期权占比68.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff9fcbe376a8e15dfa646dcb7caea5eb\" tg-width=\"1580\" tg-height=\"376\" width=\"100%\" height=\"auto\"/><span>数据来源:Market Chameleon</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | 华尔街出手救市!科技巨头看涨期权成交活跃,第一共和银行期权成交量放大逾86倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-03-17 10:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>周四,期权市场总成交量4813.96万张合约,高于90日平均成交量;隔夜大型科技股领涨,看涨期权成交活跃;第一共和银行期权成交量较90日平均量放大逾86倍,其中看跌期权占比68.7%>>></blockquote><p><b>一、市场概览 (3月16日)</b></p><p>美东时间周四,美股市场低开高走,11家华尔街大行联手救助第一共和银行的消息传出后,市场情绪显著提振,截至收盘,道琼斯指数涨1.17%,报32246.55点;标普500指数涨1.76%,报3960.28点;纳斯达克指数涨2.48%,报11717.28点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a384512ae269ec6d73fbd3772b55a334\" tg-width=\"970\" tg-height=\"152\" width=\"100%\" height=\"auto\"/><span>数据来源:老虎国际</span></p><p>期权市场总成交量4813.96万张合约,环比前一交易日(4966.02万张合约)小幅下降,高于90日平均成交量(4093.42万张合约),其中看涨期权占比52%。</p><p><b>二、期权成交总量TOP10</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48a49ffd6d87b00814d93dc71d0ce297\" tg-width=\"1242\" tg-height=\"2136\" width=\"100%\" height=\"auto\"/><span>数据来源:老虎国际</span></p><p><a href=\"https://laohu8.com/S/SPY\">标普指数ETF</a>期权成交1108万张合约,其中看涨期权占比43.9%;<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>期权成交438.8万张合约,其中看涨期权占比43.2%;</p><p>大型科技股隔夜悉数上涨,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>期权成交量均有所增加,分别成交195.8万张、120.9万张、120.1万张、118.7万张、105万张、80.3万张;</p><p><b>三、异动观察</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3d16e3db13142763e0255012e6e6110\" tg-width=\"1265\" tg-height=\"524\" width=\"100%\" height=\"auto\"/><span>数据来源:Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>隔夜收涨逾4%,消息面,<a href=\"https://laohu8.com/S/MSFT\">微软</a>重磅发布:GPT-4全面植入Office全家桶。微软期权成交79.47万张,较90日平均成交量放大2倍,其中看涨期权占比59.4%;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eaf817f85f8858ebbf643ca6ba32204\" tg-width=\"1582\" tg-height=\"377\" width=\"100%\" height=\"auto\"/><span>数据来源:Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>股价周四大幅震荡,盘中一度下跌36%,在几家大型银行同意向该行增加300亿美元存款后,其股价止跌转涨,收盘上涨近10%,但在该行宣布暂停支付股息并表示将集中精力减少借款之后,其股价在盘后交易中再度大跌近17%;第一共和银行期权成交75.58万张,较90日平均成交量放大逾86倍,其中看跌期权占比68.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff9fcbe376a8e15dfa646dcb7caea5eb\" tg-width=\"1580\" tg-height=\"376\" width=\"100%\" height=\"auto\"/><span>数据来源:Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","SPY":"标普500ETF","AMZN":"亚马逊","BK4585":"ETF&股票定投概念","MSFT":"微软","GOOGL":"谷歌A","BK4548":"巴美列捷福持仓","BK4588":"碎股","AAPL":"苹果","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","META":"Meta Platforms, Inc.","QQQ":"纳指100ETF","TSLA":"特斯拉","BK4211":"区域性银行","BK4589":"SVB概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197489688","content_text":"周四,期权市场总成交量4813.96万张合约,高于90日平均成交量;隔夜大型科技股领涨,看涨期权成交活跃;第一共和银行期权成交量较90日平均量放大逾86倍,其中看跌期权占比68.7%>>>一、市场概览 (3月16日)美东时间周四,美股市场低开高走,11家华尔街大行联手救助第一共和银行的消息传出后,市场情绪显著提振,截至收盘,道琼斯指数涨1.17%,报32246.55点;标普500指数涨1.76%,报3960.28点;纳斯达克指数涨2.48%,报11717.28点。数据来源:老虎国际期权市场总成交量4813.96万张合约,环比前一交易日(4966.02万张合约)小幅下降,高于90日平均成交量(4093.42万张合约),其中看涨期权占比52%。二、期权成交总量TOP10数据来源:老虎国际标普指数ETF期权成交1108万张合约,其中看涨期权占比43.9%;纳指100ETF期权成交438.8万张合约,其中看涨期权占比43.2%;大型科技股隔夜悉数上涨,特斯拉、亚马逊、英伟达、苹果、AMD、Meta Platforms期权成交量均有所增加,分别成交195.8万张、120.9万张、120.1万张、118.7万张、105万张、80.3万张;三、异动观察数据来源:Market Chameleon微软隔夜收涨逾4%,消息面,微软重磅发布:GPT-4全面植入Office全家桶。微软期权成交79.47万张,较90日平均成交量放大2倍,其中看涨期权占比59.4%;数据来源:Market Chameleon第一共和银行股价周四大幅震荡,盘中一度下跌36%,在几家大型银行同意向该行增加300亿美元存款后,其股价止跌转涨,收盘上涨近10%,但在该行宣布暂停支付股息并表示将集中精力减少借款之后,其股价在盘后交易中再度大跌近17%;第一共和银行期权成交75.58万张,较90日平均成交量放大逾86倍,其中看跌期权占比68.7%。数据来源:Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943940952,"gmtCreate":1679063895477,"gmtModify":1679063900359,"author":{"id":"4091002561109970","authorId":"4091002561109970","name":"YEH1211","avatar":"https://community-static.tradeup.com/news/fc1df5e82af4bfbc4c0887624ac48e75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091002561109970","authorIdStr":"4091002561109970"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943940952","repostId":"1155519134","repostType":4,"repost":{"id":"1155519134","pubTimestamp":1679044077,"share":"https://ttm.financial/m/news/1155519134?lang=&edition=fundamental","pubTime":"2023-03-17 17:07","market":"hk","language":"zh","title":"我们同时问了GPT-4和文心一言10个问题,这是它们的回答","url":"https://stock-news.laohu8.com/highlight/detail?id=1155519134","media":"华尔街见闻","summary":"能用“鲍威尔停下来”写一首藏头诗吗?","content":"<html><head></head><body><p>在昨天文心一言的发布会上,百度CEO李彦宏说,文心一言的体验“还称不上完美”,但百度至少是最先推出成型产品的大厂之一,并且,作为扎根于中国市场的大语言模型,文心一言具备“中文领域最先进的自然语言处理能力”。</p><p>不过,百度的发布会正赶在GPT-4登场的第二天,因为发布会现场使用了录播进行演示,因此被市场解读为百度的信心不足。但花旗银行、美国银行的分析师在试用文心一言后,普遍给出了正面的评价。百度的股价也在今日飙升15%。</p><p>华尔街见闻在收到内侧邀请码后,第一时间体验了文心一言。我们也好奇,相隔一天发布的GPT-4和文心一言,各自有什么特点?谁更加出色?</p><p>我们分别向文心一言和已升级GPT-4的Bing Chat提出了10个问题,下面是它们的回答。</p><p>01 能否用“鲍威尔停下来”,生成一首藏头诗?</p><p>第一个问题,我们请文心一言和GPT-4分别用“鲍威尔停下来”,写一首藏头诗。</p><p>这是文心一言的回答:</p><p><img src=\"https://static.tigerbbs.com/de08faeeba50287ae0250ac2f47decab\" tg-width=\"634\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>这是GPT-4的回答:</p><p><img src=\"https://static.tigerbbs.com/d9d3d7370ba198ab8d5eac665a590705\" tg-width=\"634\" tg-height=\"172\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>不难发现,二者相比,文心一言的中文支持的确更加出色,虽然藏头诗的顺序不对,但是真的写了一首诗。</b></p><p>而GPT-4甚至尚不理解“藏头诗”的意思。不过,它写的内容,似乎非常能代表美国市场投资者的呼喊,此处应当@鲍威尔。</p><p>02 硅谷银行为什么会倒闭?</p><p>第二个问题,我们结合最近的热点,询问它们对硅谷银行倒闭的理解。</p><p>文心一言回答道:</p><p><img src=\"https://static.tigerbbs.com/6d2ab1a74bfb73f23cc87dce491cc6a2\" tg-width=\"634\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GPT-4回答道:</p><p><img src=\"https://static.tigerbbs.com/1b7fd00691e84dbbd5c3cc6efa696590\" tg-width=\"634\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>可以看到,文心一言的答案要更加简洁清晰,而GPT-4的回答则更像是对网页内容的摘录汇总,不过相比之下,百度的回答更宽泛,可能放之四海而皆准,GPT-4的答案更具针对性。</p><p>03 欧美银行业危机可能会蔓延到哪些领域?</p><p>我们接着询问了它们对欧美银行业危机后续发展的看法。</p><p>文心一言回答道:</p><p><img src=\"https://static.tigerbbs.com/2249b203b3efb21f67fb6420f84b81aa\" tg-width=\"634\" tg-height=\"418\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GPT-4回答道:</p><p><img src=\"https://static.tigerbbs.com/9370724b19c69841a0fb89760d71d278\" tg-width=\"634\" tg-height=\"266\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>两个AI聊天机器人的回答都中规中矩,不过文心一言的答案出现了错别字和不通顺的地方。</p><p>此外,<b>GPT-4还会贴心地附上Web Link,以供进一步提问,而文心一言则更接近初版ChatGPT的使用体验。</b></p><p>04 美联储3月会加息吗?</p><p>下一个问题,可能是当下全球市场的焦点——美联储3月会加息吗?</p><p>文心一言回答道:</p><p><img src=\"https://static.tigerbbs.com/97e2480eb71f5fbe9fb0491976a59cdd\" tg-width=\"634\" tg-height=\"186\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>不知道它的“根据以上知识”是从何而来。这里的回答完全不对题,而且句子出现了严重的错乱。甚至说“预计第一次加息将在22年上半年进行”,还认为加息“取决于奥密克戎的传播速度”。</p><p><img src=\"https://static.tigerbbs.com/a6357b7789338bdfd4878c028fce5fd0\" tg-width=\"634\" tg-height=\"244\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GPT-4没有明确给出具体的“是或否”,而是为我们搜集了市场上三种不同的观点,并给出了参考链接。</p><p>05 欧美会在今年陷入经济衰退吗?</p><p>我们继续将市场关心的大问题抛给了聊天机器人。</p><p>文心一言回答道:</p><p><img src=\"https://static.tigerbbs.com/d8c5207a1c51482f5a18065261cdc3a7\" tg-width=\"634\" tg-height=\"210\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>虽然它给出了美国经济陷入衰退的具体时间节点。但内容却似乎是研报内容的拼接,且所引数据来源不明。美国2月PMI实际公布于本月初,而非“本周一”。美国2季度GPD数据也要等到今年7月才会公布。</b></p><p>GPT-4回答道:</p><p><img src=\"https://static.tigerbbs.com/e34b54b71b9a844a8ba8c5967a7c07a6\" tg-width=\"634\" tg-height=\"240\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>相比之下,GPT-4认为欧美经济可能会在今年”放缓或负增长“,且都有链接可供进一步查阅。</p><p>06 作为普通人,今年我应该采取什么样的投资策略?</p><p>下一个问题,我们问了AI聊天机器人普通人今年的投资策略。</p><p>文心一言回答道:</p><p><img src=\"https://static.tigerbbs.com/3ff4f5b4d4aadc2ceba18184a54bb46b\" tg-width=\"634\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GPT-4回答道:</p><p><img src=\"https://static.tigerbbs.com/8e848b8f306bcb5d289059b175ca370c\" tg-width=\"634\" tg-height=\"238\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>两个AI聊天机器人都给出了细致的建议,但相比之下,GPT-4的回答更简洁具体。</p><p>07 如何看待GPT-4全面接入微软Office办公套件?</p><p>下一个问题,我们问了它们对昨夜重磅新闻的观点。</p><p>文心一言回答道:</p><p><img src=\"https://static.tigerbbs.com/607b575433f3e430b6a3f3fda343449c\" tg-width=\"634\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GPT-4回答道:</p><p><img src=\"https://static.tigerbbs.com/9b2b1fa164a97d9f135ebbff10df5862\" tg-width=\"634\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>这个问题相对简单,两个AI聊天机器人的回答都非常顺畅,也不存在什么逻辑错误。相比之下,GPT-4的回答更全面一些,<b>它甚至警告了自己身上携带的风险。</b></p><p>08 人工智能可以取代人类吗?</p><p>下一个问题是对人工智能的终极拷问。</p><p><b>面对这个问题,文心一言似乎是提前设定好了答案。无论点击多少次“重新生成”,它的回答都是一样的,并且生成的速度极快,回答其他问题往往需要一分钟,而回答这个问题只需要几秒。</b></p><p><img src=\"https://static.tigerbbs.com/be5e40f58077bc5e5d46bf6ce69518c5\" tg-width=\"634\" tg-height=\"256\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GPT-4则回答道:</p><p><img src=\"https://static.tigerbbs.com/3de1719be7000576dfa6a03d50373a24\" tg-width=\"634\" tg-height=\"318\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>希望它们都是真心这么认为的。</p><p>09 请你以哲学家齐泽克的口吻点评当前的人工智能热潮</p><p>接下来,我们想请它们cosplay一下当红哲学家齐泽克。</p><p>但文心一言似乎并没有这方面的语料,只是给出了一个相当机械的回答:</p><p><img src=\"https://static.tigerbbs.com/d6c6e7de41ee7d07a555d6b1b8e90273\" tg-width=\"634\" tg-height=\"304\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GPT-4则要灵动许多,显然拿捏了齐泽克的灵魂,能熟练使用“存在者”,“主体”、“客体”、nostalgia这样的词汇,cos得活灵活现:</p><p><img src=\"https://static.tigerbbs.com/ac1ba85c746e78687f702900ea09e4eb\" tg-width=\"634\" tg-height=\"470\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>10 你认为,在百度之后,哪家中国公司最有可能做出AI聊天机器人?</p><p>最后,我们问了一个和中国AI市场后续发展相关的问题。</p><p>文心一言对问题的理解很到位,给出了一个具体的清单和理由。</p><p><img src=\"https://static.tigerbbs.com/5a6291bdea9fbecae62721de3f84832d\" tg-width=\"634\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>而GPT-4似乎没有读懂题目里的“在百度之后”,列出了一个包含百度在内的清单:</b></p><p><img src=\"https://static.tigerbbs.com/ad9c41d4d3dff660712a626f42329b69\" tg-width=\"634\" tg-height=\"282\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ONE MORE THING 假设文心一言是一个人类,请帮我画一幅她的肖像。</p><p>最后一个问题,是单独留给文心一言的。文心一言目前集成了AIGC作画功能,GPT-4暂时还用不了。</p><p>我们请它为自己创作了一幅肖像画,这是它的作品:</p><p><img src=\"https://static.tigerbbs.com/8c9883ee7fb48b070bf21bacdbe29ad2\" tg-width=\"634\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>文心一言表现比预期要好</p><p>综上,我们认为,文心一言的表现比大众预期要更好。<b>虽然在使用体验上和GPT-4有一定差距、出错的概率高一些,但对中文的理解显然要更强。</b></p><p>要知道,初代的ChatGPT也有很大概率“胡言乱语”,在中文支持上也远逊于文心一言。目前百度展示出的产品,至少让我们看到它了在AI领域的深厚积淀。假以时日,文心一言想必还能做得更好。</p><p>如果你还有其他感兴趣的问题,可以在评论区留言,我们会帮你问问文心一言。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>我们同时问了GPT-4和文心一言10个问题,这是它们的回答</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n我们同时问了GPT-4和文心一言10个问题,这是它们的回答\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-17 17:07 北京时间 <a href=https://wallstreetcn.com/articles/3684281><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在昨天文心一言的发布会上,百度CEO李彦宏说,文心一言的体验“还称不上完美”,但百度至少是最先推出成型产品的大厂之一,并且,作为扎根于中国市场的大语言模型,文心一言具备“中文领域最先进的自然语言处理能力”。不过,百度的发布会正赶在GPT-4登场的第二天,因为发布会现场使用了录播进行演示,因此被市场解读为百度的信心不足。但花旗银行、美国银行的分析师在试用文心一言后,普遍给出了正面的评价。百度的股价也...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684281\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac134d27db4e08e155d6a7b458bcfa1d","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"https://wallstreetcn.com/articles/3684281","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1155519134","content_text":"在昨天文心一言的发布会上,百度CEO李彦宏说,文心一言的体验“还称不上完美”,但百度至少是最先推出成型产品的大厂之一,并且,作为扎根于中国市场的大语言模型,文心一言具备“中文领域最先进的自然语言处理能力”。不过,百度的发布会正赶在GPT-4登场的第二天,因为发布会现场使用了录播进行演示,因此被市场解读为百度的信心不足。但花旗银行、美国银行的分析师在试用文心一言后,普遍给出了正面的评价。百度的股价也在今日飙升15%。华尔街见闻在收到内侧邀请码后,第一时间体验了文心一言。我们也好奇,相隔一天发布的GPT-4和文心一言,各自有什么特点?谁更加出色?我们分别向文心一言和已升级GPT-4的Bing Chat提出了10个问题,下面是它们的回答。01 能否用“鲍威尔停下来”,生成一首藏头诗?第一个问题,我们请文心一言和GPT-4分别用“鲍威尔停下来”,写一首藏头诗。这是文心一言的回答:这是GPT-4的回答:不难发现,二者相比,文心一言的中文支持的确更加出色,虽然藏头诗的顺序不对,但是真的写了一首诗。而GPT-4甚至尚不理解“藏头诗”的意思。不过,它写的内容,似乎非常能代表美国市场投资者的呼喊,此处应当@鲍威尔。02 硅谷银行为什么会倒闭?第二个问题,我们结合最近的热点,询问它们对硅谷银行倒闭的理解。文心一言回答道:GPT-4回答道:可以看到,文心一言的答案要更加简洁清晰,而GPT-4的回答则更像是对网页内容的摘录汇总,不过相比之下,百度的回答更宽泛,可能放之四海而皆准,GPT-4的答案更具针对性。03 欧美银行业危机可能会蔓延到哪些领域?我们接着询问了它们对欧美银行业危机后续发展的看法。文心一言回答道:GPT-4回答道:两个AI聊天机器人的回答都中规中矩,不过文心一言的答案出现了错别字和不通顺的地方。此外,GPT-4还会贴心地附上网页链接,以供进一步提问,而文心一言则更接近初版ChatGPT的使用体验。04 美联储3月会加息吗?下一个问题,可能是当下全球市场的焦点——美联储3月会加息吗?文心一言回答道:不知道它的“根据以上知识”是从何而来。这里的回答完全不对题,而且句子出现了严重的错乱。甚至说“预计第一次加息将在22年上半年进行”,还认为加息“取决于奥密克戎的传播速度”。GPT-4没有明确给出具体的“是或否”,而是为我们搜集了市场上三种不同的观点,并给出了参考链接。05 欧美会在今年陷入经济衰退吗?我们继续将市场关心的大问题抛给了聊天机器人。文心一言回答道:虽然它给出了美国经济陷入衰退的具体时间节点。但内容却似乎是研报内容的拼接,且所引数据来源不明。美国2月PMI实际公布于本月初,而非“本周一”。美国2季度GPD数据也要等到今年7月才会公布。GPT-4回答道:相比之下,GPT-4认为欧美经济可能会在今年”放缓或负增长“,且都有链接可供进一步查阅。06 作为普通人,今年我应该采取什么样的投资策略?下一个问题,我们问了AI聊天机器人普通人今年的投资策略。文心一言回答道:GPT-4回答道:两个AI聊天机器人都给出了细致的建议,但相比之下,GPT-4的回答更简洁具体。07 如何看待GPT-4全面接入微软Office办公套件?下一个问题,我们问了它们对昨夜重磅新闻的观点。文心一言回答道:GPT-4回答道:这个问题相对简单,两个AI聊天机器人的回答都非常顺畅,也不存在什么逻辑错误。相比之下,GPT-4的回答更全面一些,它甚至警告了自己身上携带的风险。08 人工智能可以取代人类吗?下一个问题是对人工智能的终极拷问。面对这个问题,文心一言似乎是提前设定好了答案。无论点击多少次“重新生成”,它的回答都是一样的,并且生成的速度极快,回答其他问题往往需要一分钟,而回答这个问题只需要几秒。GPT-4则回答道:希望它们都是真心这么认为的。09 请你以哲学家齐泽克的口吻点评当前的人工智能热潮接下来,我们想请它们cosplay一下当红哲学家齐泽克。但文心一言似乎并没有这方面的语料,只是给出了一个相当机械的回答:GPT-4则要灵动许多,显然拿捏了齐泽克的灵魂,能熟练使用“存在者”,“主体”、“客体”、nostalgia这样的词汇,cos得活灵活现:10 你认为,在百度之后,哪家中国公司最有可能做出AI聊天机器人?最后,我们问了一个和中国AI市场后续发展相关的问题。文心一言对问题的理解很到位,给出了一个具体的清单和理由。而GPT-4似乎没有读懂题目里的“在百度之后”,列出了一个包含百度在内的清单:ONE MORE THING 假设文心一言是一个人类,请帮我画一幅她的肖像。最后一个问题,是单独留给文心一言的。文心一言目前集成了AIGC作画功能,GPT-4暂时还用不了。我们请它为自己创作了一幅肖像画,这是它的作品:文心一言表现比预期要好综上,我们认为,文心一言的表现比大众预期要更好。虽然在使用体验上和GPT-4有一定差距、出错的概率高一些,但对中文的理解显然要更强。要知道,初代的ChatGPT也有很大概率“胡言乱语”,在中文支持上也远逊于文心一言。目前百度展示出的产品,至少让我们看到它了在AI领域的深厚积淀。假以时日,文心一言想必还能做得更好。如果你还有其他感兴趣的问题,可以在评论区留言,我们会帮你问问文心一言。","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949699033,"gmtCreate":1678549967222,"gmtModify":1678549972315,"author":{"id":"4091002561109970","authorId":"4091002561109970","name":"YEH1211","avatar":"https://community-static.tradeup.com/news/fc1df5e82af4bfbc4c0887624ac48e75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091002561109970","authorIdStr":"4091002561109970"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949699033","repostId":"627486421","repostType":1,"repost":{"id":627486421,"gmtCreate":1678541311265,"gmtModify":1678545073965,"author":{"id":"3493935227624916","authorId":"3493935227624916","name":"启程资本","avatar":"https://static.tigerbbs.com/fc5ff2f0ae271b3ffe78eb9193f8ffd1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493935227624916","authorIdStr":"3493935227624916"},"themes":[],"title":"爲什麼散戶投資者持倉不能太分散?","htmlText":"1 資金有限散戶投資者的資金來源一般是工資收入,還要拋去生活開支,房貸,剩餘的真的不多。好股票的投資門檻在提高。伯克希爾一股的股價在40萬美金,摺合人民幣280萬,可能很多人一輩子也買不起一股伯克希爾的股票了。這是A股的價格,好在伯克希爾推出了B股,目前只有300美元。貴州茅臺,現在每股1800,一手需要18萬,幾乎中產攢一年的錢,才能買入一手。騰訊控股,每股368,一手需要3.68萬港幣,有多少人一個月稅後能有這麼多錢。而且騰訊是港股,如果要通過港股通購買,開通的門檻是50萬,這有攔住了很多人。投資的週期長投資一隻股票,買入頭寸的週期可能需要三年,佈局三年可能,才能實現正收益。需要在不同價位,買入不同倉位。巴菲特投資富國銀行,也是浮虧了三年,不斷的主動賣套,降低成本,才實現了後面的爆發性上漲。即使你買入的是好公司,第一次買入是認爲是低估了,但並不代表市場就讓你成功抄底。拿我買入的快手來說,當時制定了買入計劃,但後來買到一半,沒有資金了,至少在絕對低估時,資金不夠用了,只能優先買入確定性高的。在去年10月的時候,很多股票創了新低,那時候騰訊200,快手31,我籌集資金買入了騰訊。快手的買入機會,就被擱置了。連續加倉的騰訊,目前已經處於回本狀態。但快手還處於嚴重虧損狀態。這是當初快手的買入計劃圖片如果按這個計劃買入了,攤低成本後爲53港幣,現在股價在58港幣,市場給的估值不高,但已經回本了,後面的盈利的概率會很大,翻倍的概率也很大,能達到80%。現在買入了兩檔,成本在117港幣,回本概率大概在50%,翻倍的概率只有30%。但如果我只買入一倉,觀察倉265,那我回本的概率只有30%的可能性,翻倍的概率0%。爲什麼投資的週期會長呢?除了宏觀因素的影響,具體到企業來說,買入的時候,低估是因爲基本面出現問題,從問題出現,到充分暴露,市場充分認識,需要一個過程,大概兩三年。等問題解決了","listText":"1 資金有限散戶投資者的資金來源一般是工資收入,還要拋去生活開支,房貸,剩餘的真的不多。好股票的投資門檻在提高。伯克希爾一股的股價在40萬美金,摺合人民幣280萬,可能很多人一輩子也買不起一股伯克希爾的股票了。這是A股的價格,好在伯克希爾推出了B股,目前只有300美元。貴州茅臺,現在每股1800,一手需要18萬,幾乎中產攢一年的錢,才能買入一手。騰訊控股,每股368,一手需要3.68萬港幣,有多少人一個月稅後能有這麼多錢。而且騰訊是港股,如果要通過港股通購買,開通的門檻是50萬,這有攔住了很多人。投資的週期長投資一隻股票,買入頭寸的週期可能需要三年,佈局三年可能,才能實現正收益。需要在不同價位,買入不同倉位。巴菲特投資富國銀行,也是浮虧了三年,不斷的主動賣套,降低成本,才實現了後面的爆發性上漲。即使你買入的是好公司,第一次買入是認爲是低估了,但並不代表市場就讓你成功抄底。拿我買入的快手來說,當時制定了買入計劃,但後來買到一半,沒有資金了,至少在絕對低估時,資金不夠用了,只能優先買入確定性高的。在去年10月的時候,很多股票創了新低,那時候騰訊200,快手31,我籌集資金買入了騰訊。快手的買入機會,就被擱置了。連續加倉的騰訊,目前已經處於回本狀態。但快手還處於嚴重虧損狀態。這是當初快手的買入計劃圖片如果按這個計劃買入了,攤低成本後爲53港幣,現在股價在58港幣,市場給的估值不高,但已經回本了,後面的盈利的概率會很大,翻倍的概率也很大,能達到80%。現在買入了兩檔,成本在117港幣,回本概率大概在50%,翻倍的概率只有30%。但如果我只買入一倉,觀察倉265,那我回本的概率只有30%的可能性,翻倍的概率0%。爲什麼投資的週期會長呢?除了宏觀因素的影響,具體到企業來說,買入的時候,低估是因爲基本面出現問題,從問題出現,到充分暴露,市場充分認識,需要一個過程,大概兩三年。等問題解決了","text":"1 資金有限散戶投資者的資金來源一般是工資收入,還要拋去生活開支,房貸,剩餘的真的不多。好股票的投資門檻在提高。伯克希爾一股的股價在40萬美金,摺合人民幣280萬,可能很多人一輩子也買不起一股伯克希爾的股票了。這是A股的價格,好在伯克希爾推出了B股,目前只有300美元。貴州茅臺,現在每股1800,一手需要18萬,幾乎中產攢一年的錢,才能買入一手。騰訊控股,每股368,一手需要3.68萬港幣,有多少人一個月稅後能有這麼多錢。而且騰訊是港股,如果要通過港股通購買,開通的門檻是50萬,這有攔住了很多人。投資的週期長投資一隻股票,買入頭寸的週期可能需要三年,佈局三年可能,才能實現正收益。需要在不同價位,買入不同倉位。巴菲特投資富國銀行,也是浮虧了三年,不斷的主動賣套,降低成本,才實現了後面的爆發性上漲。即使你買入的是好公司,第一次買入是認爲是低估了,但並不代表市場就讓你成功抄底。拿我買入的快手來說,當時制定了買入計劃,但後來買到一半,沒有資金了,至少在絕對低估時,資金不夠用了,只能優先買入確定性高的。在去年10月的時候,很多股票創了新低,那時候騰訊200,快手31,我籌集資金買入了騰訊。快手的買入機會,就被擱置了。連續加倉的騰訊,目前已經處於回本狀態。但快手還處於嚴重虧損狀態。這是當初快手的買入計劃圖片如果按這個計劃買入了,攤低成本後爲53港幣,現在股價在58港幣,市場給的估值不高,但已經回本了,後面的盈利的概率會很大,翻倍的概率也很大,能達到80%。現在買入了兩檔,成本在117港幣,回本概率大概在50%,翻倍的概率只有30%。但如果我只買入一倉,觀察倉265,那我回本的概率只有30%的可能性,翻倍的概率0%。爲什麼投資的週期會長呢?除了宏觀因素的影響,具體到企業來說,買入的時候,低估是因爲基本面出現問題,從問題出現,到充分暴露,市場充分認識,需要一個過程,大概兩三年。等問題解決了","images":[{"img":"https://static.tigerbbs.com/30f066daaa6fb32372fd0fbd4eaf98e0","width":"1200","height":"799"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627486421","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949690762,"gmtCreate":1678549907856,"gmtModify":1678549912526,"author":{"id":"4091002561109970","authorId":"4091002561109970","name":"YEH1211","avatar":"https://community-static.tradeup.com/news/fc1df5e82af4bfbc4c0887624ac48e75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091002561109970","authorIdStr":"4091002561109970"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949690762","repostId":"627492432","repostType":1,"repost":{"id":627492432,"gmtCreate":1678493689229,"gmtModify":1678508510592,"author":{"id":"3454682754238593","authorId":"3454682754238593","name":"杨星榆","avatar":"https://static.tigerbbs.com/16c64c701997de574608ac8ddf788778","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3454682754238593","authorIdStr":"3454682754238593"},"themes":[],"title":"SVB,雷曼兄弟2.0?","htmlText":"SVB暴雷,雷曼兄弟2.0要來了嗎?美國銀行業的暴跌,成了震動整個市場的黑天鵝事件。處於漩渦中心的,是一家有近40年曆史的大型商業銀行——硅谷銀行(Silicon Valley Bank,下文簡稱SVB)。一紙看似問題不大的融資公告發布後,SVB母公司SVB Financial Group股價閃崩60%,又在盤後重挫22%。2-3天的時間一家40歷史的大型銀行估價夭折,市值暴跌近百億美元、衆多投資者和儲戶紛紛出逃、公司信用評級也遭穆迪下調……硅谷第一大銀行一夜之間風雨飄搖。許多投資人紛紛開始撤資,當然,也有人發現公司高管在前段時間就拋售了價值300萬美元的股票。同時這也影響了許多其他銀行的估價,隔夜,美國銀行和富國銀行均暴跌逾6%、摩根大通跌逾5%、花旗跌4%。四大行一夜蒸發524億美元市值。美國小銀行更加血流成河,其中,嘉信銀行大跌13%、齊昂銀行下跌11%、聯信銀行下跌8%。到底SVB的問題在哪裏?最重要的也是最棘手的就是利率上升問題。我們也知道,最近美聯儲的強硬態度,那就是一定要把通貨膨脹給搞定!這個也就隨之而來的加息問題。在疫情期間的科技股牛市中,SVB將910億美元存款投資於美國國債等長期債券。這些債券原本非常安全,但隨後爲了抑制通脹,美聯儲接連暴力加息,美債收益率一路上行,SVB手中的債券大幅貶值,虧損嚴重。美國聯邦存款保險公司數據顯示,由於利率上升,美國銀行業持有的證券產生了6200億美元的未實現虧損。美國聯邦存款保險主席Martin Gruenberg在3月6日表示,未實現虧損“顯著減少了銀行業的權益資本”。我們也可以通過資產端方面去了解,SVB配置了大量的國債以及部分企業債券。在美聯儲大幅加息背景下,債券價格暴跌,SVB持有的債券資產出現不小賬面浮虧。但負債端已經出現了問題,SVB不得不賣出還未到期的債券來履行銀行義務。而一旦賣出,債券浮虧就變成了真實虧損","listText":"SVB暴雷,雷曼兄弟2.0要來了嗎?美國銀行業的暴跌,成了震動整個市場的黑天鵝事件。處於漩渦中心的,是一家有近40年曆史的大型商業銀行——硅谷銀行(Silicon Valley Bank,下文簡稱SVB)。一紙看似問題不大的融資公告發布後,SVB母公司SVB Financial Group股價閃崩60%,又在盤後重挫22%。2-3天的時間一家40歷史的大型銀行估價夭折,市值暴跌近百億美元、衆多投資者和儲戶紛紛出逃、公司信用評級也遭穆迪下調……硅谷第一大銀行一夜之間風雨飄搖。許多投資人紛紛開始撤資,當然,也有人發現公司高管在前段時間就拋售了價值300萬美元的股票。同時這也影響了許多其他銀行的估價,隔夜,美國銀行和富國銀行均暴跌逾6%、摩根大通跌逾5%、花旗跌4%。四大行一夜蒸發524億美元市值。美國小銀行更加血流成河,其中,嘉信銀行大跌13%、齊昂銀行下跌11%、聯信銀行下跌8%。到底SVB的問題在哪裏?最重要的也是最棘手的就是利率上升問題。我們也知道,最近美聯儲的強硬態度,那就是一定要把通貨膨脹給搞定!這個也就隨之而來的加息問題。在疫情期間的科技股牛市中,SVB將910億美元存款投資於美國國債等長期債券。這些債券原本非常安全,但隨後爲了抑制通脹,美聯儲接連暴力加息,美債收益率一路上行,SVB手中的債券大幅貶值,虧損嚴重。美國聯邦存款保險公司數據顯示,由於利率上升,美國銀行業持有的證券產生了6200億美元的未實現虧損。美國聯邦存款保險主席Martin Gruenberg在3月6日表示,未實現虧損“顯著減少了銀行業的權益資本”。我們也可以通過資產端方面去了解,SVB配置了大量的國債以及部分企業債券。在美聯儲大幅加息背景下,債券價格暴跌,SVB持有的債券資產出現不小賬面浮虧。但負債端已經出現了問題,SVB不得不賣出還未到期的債券來履行銀行義務。而一旦賣出,債券浮虧就變成了真實虧損","text":"SVB暴雷,雷曼兄弟2.0要來了嗎?美國銀行業的暴跌,成了震動整個市場的黑天鵝事件。處於漩渦中心的,是一家有近40年曆史的大型商業銀行——硅谷銀行(Silicon Valley Bank,下文簡稱SVB)。一紙看似問題不大的融資公告發布後,SVB母公司SVB Financial Group股價閃崩60%,又在盤後重挫22%。2-3天的時間一家40歷史的大型銀行估價夭折,市值暴跌近百億美元、衆多投資者和儲戶紛紛出逃、公司信用評級也遭穆迪下調……硅谷第一大銀行一夜之間風雨飄搖。許多投資人紛紛開始撤資,當然,也有人發現公司高管在前段時間就拋售了價值300萬美元的股票。同時這也影響了許多其他銀行的估價,隔夜,美國銀行和富國銀行均暴跌逾6%、摩根大通跌逾5%、花旗跌4%。四大行一夜蒸發524億美元市值。美國小銀行更加血流成河,其中,嘉信銀行大跌13%、齊昂銀行下跌11%、聯信銀行下跌8%。到底SVB的問題在哪裏?最重要的也是最棘手的就是利率上升問題。我們也知道,最近美聯儲的強硬態度,那就是一定要把通貨膨脹給搞定!這個也就隨之而來的加息問題。在疫情期間的科技股牛市中,SVB將910億美元存款投資於美國國債等長期債券。這些債券原本非常安全,但隨後爲了抑制通脹,美聯儲接連暴力加息,美債收益率一路上行,SVB手中的債券大幅貶值,虧損嚴重。美國聯邦存款保險公司數據顯示,由於利率上升,美國銀行業持有的證券產生了6200億美元的未實現虧損。美國聯邦存款保險主席Martin Gruenberg在3月6日表示,未實現虧損“顯著減少了銀行業的權益資本”。我們也可以通過資產端方面去了解,SVB配置了大量的國債以及部分企業債券。在美聯儲大幅加息背景下,債券價格暴跌,SVB持有的債券資產出現不小賬面浮虧。但負債端已經出現了問題,SVB不得不賣出還未到期的債券來履行銀行義務。而一旦賣出,債券浮虧就變成了真實虧損","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627492432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957670137,"gmtCreate":1677244826429,"gmtModify":1677244831215,"author":{"id":"4091002561109970","authorId":"4091002561109970","name":"YEH1211","avatar":"https://community-static.tradeup.com/news/fc1df5e82af4bfbc4c0887624ac48e75","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091002561109970","authorIdStr":"4091002561109970"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957670137","repostId":"9954508445","repostType":1,"repost":{"id":9954508445,"gmtCreate":1676439363288,"gmtModify":1676439971370,"author":{"id":"4134696838017312","authorId":"4134696838017312","name":"Steve Chang","avatar":"https://community-static.tradeup.com/news/40bba8a91ef5d5aaf3173d7e9724aa58","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134696838017312","authorIdStr":"4134696838017312"},"themes":[],"title":"美股選擇權特別專題 9 — 在策略中正確的使用希臘字母","htmlText":"瞭解選擇權希臘字母的底層邏輯、幫你理解策略風險路邊一堆選擇權策略教學提到選擇權的希臘字母 (Greeks) 都常常語焉不詳,看過很多 YouTube 上的策略教學也甚少把希臘字母加進策略設計中,看多了我才慢慢瞭解,不是他們的策略犀利到不需要使用,而是他們根本沒搞懂這些選擇權的希臘字母,根本不會用!It’s all Greek to me(英文俗諺:怎麼看起來全是天書...)我的天哪!這麼好的免費市場風險參數,就這樣放著不用!只要希臘字母用的好,設計策略時就可以輕易的針對風險調整,而與其追求一堆不知所云的訊號,其實只要透過幾個非常簡單的市場指標,然後把對應的希臘字母考慮到策略設計中,就能輕鬆的增加勝率啊!一想到這裡,我就忍不住決定一定要幫同學們補習一下,這樣以後上過我的講座的同學,隨便出去一個都是能吊打這些半吊子老師們,想想就興奮!很多的選擇權教學講到Greeks 都只是套上國外的翻譯,要不就是用統計公式一套套的好像很專業,但其實那些公式我想他們自己也搞不懂,更是完全沒有自己的觀點,這樣理解Greeks 對於策略設計一點意義也沒有。— — — — — — — — — — — — — — — —T選擇權的希臘字母是什麼?簡單來說,就是股票反映交易市場上各種『風險敏感度的統計參照值』,它們的非線性表現,各自解釋了不同風險對選擇權合約價格『即將產生的影響』。在期權交易的頁面中,股票交易的機構有義務提供這類資訊,作為一種風險公告。— — — — — — — — — — — — — — — —這節講座裡的重點,將放在希臘字母在策略中的底層邏輯,以及策略觀點的應用方式,我會儘可能減少關於希臘字母的理論、數值變化與統計公式原理等等,想要從學術層面更深入瞭解他們的同學都可以輕易的 Google 到標準答案(或是問問ChatGPT也可以喔),或來找我補習也可以。這節內容非常豐富,一次看完保證頭","listText":"瞭解選擇權希臘字母的底層邏輯、幫你理解策略風險路邊一堆選擇權策略教學提到選擇權的希臘字母 (Greeks) 都常常語焉不詳,看過很多 YouTube 上的策略教學也甚少把希臘字母加進策略設計中,看多了我才慢慢瞭解,不是他們的策略犀利到不需要使用,而是他們根本沒搞懂這些選擇權的希臘字母,根本不會用!It’s all Greek to me(英文俗諺:怎麼看起來全是天書...)我的天哪!這麼好的免費市場風險參數,就這樣放著不用!只要希臘字母用的好,設計策略時就可以輕易的針對風險調整,而與其追求一堆不知所云的訊號,其實只要透過幾個非常簡單的市場指標,然後把對應的希臘字母考慮到策略設計中,就能輕鬆的增加勝率啊!一想到這裡,我就忍不住決定一定要幫同學們補習一下,這樣以後上過我的講座的同學,隨便出去一個都是能吊打這些半吊子老師們,想想就興奮!很多的選擇權教學講到Greeks 都只是套上國外的翻譯,要不就是用統計公式一套套的好像很專業,但其實那些公式我想他們自己也搞不懂,更是完全沒有自己的觀點,這樣理解Greeks 對於策略設計一點意義也沒有。— — — — — — — — — — — — — — — —T選擇權的希臘字母是什麼?簡單來說,就是股票反映交易市場上各種『風險敏感度的統計參照值』,它們的非線性表現,各自解釋了不同風險對選擇權合約價格『即將產生的影響』。在期權交易的頁面中,股票交易的機構有義務提供這類資訊,作為一種風險公告。— — — — — — — — — — — — — — — —這節講座裡的重點,將放在希臘字母在策略中的底層邏輯,以及策略觀點的應用方式,我會儘可能減少關於希臘字母的理論、數值變化與統計公式原理等等,想要從學術層面更深入瞭解他們的同學都可以輕易的 Google 到標準答案(或是問問ChatGPT也可以喔),或來找我補習也可以。這節內容非常豐富,一次看完保證頭","text":"瞭解選擇權希臘字母的底層邏輯、幫你理解策略風險路邊一堆選擇權策略教學提到選擇權的希臘字母 (Greeks) 都常常語焉不詳,看過很多 YouTube 上的策略教學也甚少把希臘字母加進策略設計中,看多了我才慢慢瞭解,不是他們的策略犀利到不需要使用,而是他們根本沒搞懂這些選擇權的希臘字母,根本不會用!It’s all Greek to me(英文俗諺:怎麼看起來全是天書...)我的天哪!這麼好的免費市場風險參數,就這樣放著不用!只要希臘字母用的好,設計策略時就可以輕易的針對風險調整,而與其追求一堆不知所云的訊號,其實只要透過幾個非常簡單的市場指標,然後把對應的希臘字母考慮到策略設計中,就能輕鬆的增加勝率啊!一想到這裡,我就忍不住決定一定要幫同學們補習一下,這樣以後上過我的講座的同學,隨便出去一個都是能吊打這些半吊子老師們,想想就興奮!很多的選擇權教學講到Greeks 都只是套上國外的翻譯,要不就是用統計公式一套套的好像很專業,但其實那些公式我想他們自己也搞不懂,更是完全沒有自己的觀點,這樣理解Greeks 對於策略設計一點意義也沒有。— — — — — — — — — — — — — — — —T選擇權的希臘字母是什麼?簡單來說,就是股票反映交易市場上各種『風險敏感度的統計參照值』,它們的非線性表現,各自解釋了不同風險對選擇權合約價格『即將產生的影響』。在期權交易的頁面中,股票交易的機構有義務提供這類資訊,作為一種風險公告。— — — — — — — — — — — — — — — —這節講座裡的重點,將放在希臘字母在策略中的底層邏輯,以及策略觀點的應用方式,我會儘可能減少關於希臘字母的理論、數值變化與統計公式原理等等,想要從學術層面更深入瞭解他們的同學都可以輕易的 Google 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