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01-19

Nice

@小虎老师:洛杉磯山火持續，衝擊保險、房地產、影視、商超領域類個股

01-12

$MSTX 20250110 35.0 PUT$

2024-12-15

$MSTR 20241220 800.0 CALL$

2024-01-15

Nice article

@OptionsTutor:【Options Strategy】Q4 Earnings season preview for U.S. banks

2024-01-12

Just play and win. Ok

2024-01-11

$特斯拉(TSLA)$ the Magnificent 7 that lack behind

2024-01-09

$OXY 20240112 57.0 PUT$

2023-12-24

$老虎證券(TIGR)$ Short put TSLA next week

2023-12-15

$維達國際(03331)$

Go to Tiger App to see more news

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Reinhart認爲這場山火帶來的經濟損失估計在2500億美元左右，超過了2005年卡特里娜超強颶風造成的損失。成千上萬的市民流離失所，需要食宿，救急醫療用品，心理健康疏導，乃至從新購置新的家園。很多企業的經營環境，資產也遭受重創。本文梳理了一下這場大火短期對一些行業以及具體的公司產生的影響，同時也跟蹤了一些上市公司的股價波動。一、直接利空的行業及公司：1. 1 大火給當地樓市“火上澆油”一方面火災讓一些房地產公司直接損失：Essex Property Trust (ESS)：作爲在加州擁有大量商業地產和公寓的房地產投資信託（REIT），受大火影響，其股價在1月8日下跌了2.5%，一週內下跌了近6%。AvalonBay Communities (AVB)：擁有超過80,000套公寓的REIT，其股價在1月6日至8日之間下跌了5%，1月10日略有回升但仍未恢復到火災前水平。另一方面，因火災刺激住房需求大幅提升，當地房屋租金飆升，一些房地產股票上漲：公開信息稱洛杉磯一居室公寓的租金中位數超過2000美元，有些帶傢俱房屋的掛牌每月租金爲29500美元，較2024年9月的最高價格上漲了近86%。大火造成超1.2萬建築被毀，住房供給大幅下降。讓加州尤其洛杉磯的住房缺口問題加劇。2023年的報告指出加州面臨着350萬套住房的缺口。洛杉磯市的目標是到2029年新建近50萬套住房。而火災發生後，許多人同時重建，可能會導致成本上升，整體住房建設速度勢必將減緩。受大火及供需影響。近日包括Toll Brothers，Lennar、DR Horton、PulteGroup，","listText":"1.7日美國加利福尼亞州洛杉磯地區爆發的山火仍在持續，過火面積截至1月15日已超過164.3平方公里。洛杉磯山火已致超9萬人被疏散，有機構已將洛杉磯火災損失估算上調至1350億美元至1500億美元。摩根大通經濟學家Abiel Reinhart認爲這場山火帶來的經濟損失估計在2500億美元左右，超過了2005年卡特里娜超強颶風造成的損失。成千上萬的市民流離失所，需要食宿，救急醫療用品，心理健康疏導，乃至從新購置新的家園。很多企業的經營環境，資產也遭受重創。本文梳理了一下這場大火短期對一些行業以及具體的公司產生的影響，同時也跟蹤了一些上市公司的股價波動。一、直接利空的行業及公司：1. 1 大火給當地樓市“火上澆油”一方面火災讓一些房地產公司直接損失：Essex Property Trust (ESS)：作爲在加州擁有大量商業地產和公寓的房地產投資信託（REIT），受大火影響，其股價在1月8日下跌了2.5%，一週內下跌了近6%。AvalonBay Communities (AVB)：擁有超過80,000套公寓的REIT，其股價在1月6日至8日之間下跌了5%，1月10日略有回升但仍未恢復到火災前水平。另一方面，因火災刺激住房需求大幅提升，當地房屋租金飆升，一些房地產股票上漲：公開信息稱洛杉磯一居室公寓的租金中位數超過2000美元，有些帶傢俱房屋的掛牌每月租金爲29500美元，較2024年9月的最高價格上漲了近86%。大火造成超1.2萬建築被毀，住房供給大幅下降。讓加州尤其洛杉磯的住房缺口問題加劇。2023年的報告指出加州面臨着350萬套住房的缺口。洛杉磯市的目標是到2029年新建近50萬套住房。而火災發生後，許多人同時重建，可能會導致成本上升，整體住房建設速度勢必將減緩。受大火及供需影響。近日包括Toll Brothers，Lennar、DR Horton、PulteGroup，","text":"1.7日美國加利福尼亞州洛杉磯地區爆發的山火仍在持續，過火面積截至1月15日已超過164.3平方公里。洛杉磯山火已致超9萬人被疏散，有機構已將洛杉磯火災損失估算上調至1350億美元至1500億美元。摩根大通經濟學家Abiel Reinhart認爲這場山火帶來的經濟損失估計在2500億美元左右，超過了2005年卡特里娜超強颶風造成的損失。成千上萬的市民流離失所，需要食宿，救急醫療用品，心理健康疏導，乃至從新購置新的家園。很多企業的經營環境，資產也遭受重創。本文梳理了一下這場大火短期對一些行業以及具體的公司產生的影響，同時也跟蹤了一些上市公司的股價波動。一、直接利空的行業及公司：1. 1 大火給當地樓市“火上澆油”一方面火災讓一些房地產公司直接損失：Essex Property Trust (ESS)：作爲在加州擁有大量商業地產和公寓的房地產投資信託（REIT），受大火影響，其股價在1月8日下跌了2.5%，一週內下跌了近6%。AvalonBay Communities (AVB)：擁有超過80,000套公寓的REIT，其股價在1月6日至8日之間下跌了5%，1月10日略有回升但仍未恢復到火災前水平。另一方面，因火災刺激住房需求大幅提升，當地房屋租金飆升，一些房地產股票上漲：公開信息稱洛杉磯一居室公寓的租金中位數超過2000美元，有些帶傢俱房屋的掛牌每月租金爲29500美元，較2024年9月的最高價格上漲了近86%。大火造成超1.2萬建築被毀，住房供給大幅下降。讓加州尤其洛杉磯的住房缺口問題加劇。2023年的報告指出加州面臨着350萬套住房的缺口。洛杉磯市的目標是到2029年新建近50萬套住房。而火災發生後，許多人同時重建，可能會導致成本上升，整體住房建設速度勢必將減緩。受大火及供需影響。近日包括Toll Brothers，Lennar、DR Horton、PulteGroup，","images":[{"img":"https://static.tigerbbs.com/2e07aece57214659b3e9ce3ae1aac9c9"},{"img":"https://static.tigerbbs.com/c537053c129229235287fe4e63ca83d9"},{"img":"https://static.tigerbbs.com/e14fb4fc230b0e0a3b92f8855b64f060"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393567532818632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391754419237152,"gmtCreate":1736649394562,"gmtModify":1736649398029,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137309065101912","authorIdStr":"4137309065101912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MSTX 20250110 35.0 PUT\">$MSTX 20250110 35.0 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MSTX 20250110 35.0 PUT\">$MSTX 20250110 35.0 PUT$</a>&nbsp;","text":"$MSTX 20250110 35.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/331ac659901905b7956ed5c2957c8f14","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391754419237152","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":381738458640520,"gmtCreate":1734229277076,"gmtModify":1734236719211,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137309065101912","authorIdStr":"4137309065101912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MSTR 20241220 800.0 CALL\">$MSTR 20241220 800.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MSTR 20241220 800.0 CALL\">$MSTR 20241220 800.0 CALL$</a>&nbsp;","text":"$MSTR 20241220 800.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/d5d3951fd0510c690a93c299ae517383","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381738458640520","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":263360160571480,"gmtCreate":1705331599430,"gmtModify":1705331605063,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137309065101912","authorIdStr":"4137309065101912"},"themes":[],"htmlText":"Nice article&nbsp;","listText":"Nice article&nbsp;","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263360160571480","repostId":"260980417155200","repostType":1,"repost":{"id":260980417155200,"gmtCreate":1704743765037,"gmtModify":1704878182268,"author":{"id":"3527667670880462","authorId":"3527667670880462","name":"OptionsTutor","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667670880462","authorIdStr":"3527667670880462"},"themes":[],"title":"【Options Strategy】Q4 Earnings season preview for U.S. banks","htmlText":"Major U.S. banks will begin reporting fourth-quarter 2023 earnings on Friday, starting with jpmorgan Chase, Citigroup, Wells Fargo and Bank of America.Us bank shares surged in the fourth quarter, helped by a return to risk appetite amid expectations of lower interest rates. At the business level, investment banking and wealth management, which suffered a significant drag last year, are likely to get a boost. However, as the lagged effects of higher interest rates may continue to ripple through the economy, the large inflow of high-interest deposits and the slowdown in lending business growth suggest that banks' net interest income is at risk of declining.In addition, in a high interest rate environment, the depressed market investment environment led to a continued decline in trading reven","listText":"Major U.S. banks will begin reporting fourth-quarter 2023 earnings on Friday, starting with jpmorgan Chase, Citigroup, Wells Fargo and Bank of America.Us bank shares surged in the fourth quarter, helped by a return to risk appetite amid expectations of lower interest rates. At the business level, investment banking and wealth management, which suffered a significant drag last year, are likely to get a boost. However, as the lagged effects of higher interest rates may continue to ripple through the economy, the large inflow of high-interest deposits and the slowdown in lending business growth suggest that banks' net interest income is at risk of declining.In addition, in a high interest rate environment, the depressed market investment environment led to a continued decline in trading reven","text":"Major U.S. banks will begin reporting fourth-quarter 2023 earnings on Friday, starting with jpmorgan Chase, Citigroup, Wells Fargo and Bank of America.Us bank shares surged in the fourth quarter, helped by a return to risk appetite amid expectations of lower interest rates. At the business level, investment banking and wealth management, which suffered a significant drag last year, are likely to get a boost. However, as the lagged effects of higher interest rates may continue to ripple through the economy, the large inflow of high-interest deposits and the slowdown in lending business growth suggest that banks' net interest income is at risk of declining.In addition, in a high interest rate environment, the depressed market investment environment led to a continued decline in trading reven","images":[{"img":"https://static.tigerbbs.com/53f7f9e7a4f748f560b47ca56412b2a7","width":"2256","height":"952"},{"img":"https://static.tigerbbs.com/e6513cfd08ab9b9ca30ac721c3aab376","width":"2298","height":"616"},{"img":"https://static.tigerbbs.com/fefc3a98e155a5e683f88d084eb0be34","width":"2250","height":"940"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260980417155200","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262226628452368,"gmtCreate":1705054918056,"gmtModify":1705054922290,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137309065101912","authorIdStr":"4137309065101912"},"themes":[],"htmlText":"Just play and win. Ok","listText":"Just play and win. Ok","text":"Just play and win. Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262226628452368","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261839231873304,"gmtCreate":1704935957882,"gmtModify":1704935961246,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137309065101912","authorIdStr":"4137309065101912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> the Magnificent 7 that lack behind","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> the Magnificent 7 that lack behind","text":"$特斯拉(TSLA)$ the Magnificent 7 that lack behind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/261839231873304","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101715862433420","authorId":"4101715862433420","name":"Zzz...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4101715862433420","authorIdStr":"4101715862433420"},"content":"TSLA under passive mode…too many negative impact","text":"TSLA under passive mode…too many negative impact","html":"TSLA under passive mode…too many negative impact"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261171049197584,"gmtCreate":1704772975863,"gmtModify":1704772979780,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137309065101912","authorIdStr":"4137309065101912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/OXY 20240112 57.0 PUT\">$OXY 20240112 57.0 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/OXY 20240112 57.0 PUT\">$OXY 20240112 57.0 PUT$</a>&nbsp;","text":"$OXY 20240112 57.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/16b7b1c24d0f994a09ce13ef83ea399e","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261171049197584","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":255535512432872,"gmtCreate":1703400105530,"gmtModify":1703492525342,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137309065101912","authorIdStr":"4137309065101912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎證券(TIGR)$&nbsp;</a>Short put TSLA next week","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎證券(TIGR)$&nbsp;</a>Short put TSLA next week","text":"$老虎證券(TIGR)$ Short put TSLA next week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255535512432872","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252390207053872,"gmtCreate":1702629389756,"gmtModify":1702633356827,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137309065101912","authorIdStr":"4137309065101912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03331\">$維達國際(03331)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/03331\">$維達國際(03331)$&nbsp;</a>","text":"$維達國際(03331)$","images":[{"img":"https://community-static.tradeup.com/news/d4d7aefe358724e1c807fc4702017e1c","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252390207053872","isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":261839231873304,"gmtCreate":1704935957882,"gmtModify":1704935961246,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137309065101912","idStr":"4137309065101912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> the Magnificent 7 that lack behind","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> the Magnificent 7 that lack behind","text":"$特斯拉(TSLA)$ the Magnificent 7 that lack behind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/261839231873304","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101715862433420","authorId":"4101715862433420","name":"Zzz...","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4101715862433420","idStr":"4101715862433420"},"content":"TSLA under passive mode…too many negative impact","text":"TSLA under passive mode…too many negative impact","html":"TSLA under passive mode…too many negative impact"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261171049197584,"gmtCreate":1704772975863,"gmtModify":1704772979780,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137309065101912","idStr":"4137309065101912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/OXY 20240112 57.0 PUT\">$OXY 20240112 57.0 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/OXY 20240112 57.0 PUT\">$OXY 20240112 57.0 PUT$</a>&nbsp;","text":"$OXY 20240112 57.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/16b7b1c24d0f994a09ce13ef83ea399e","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261171049197584","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":394121503642112,"gmtCreate":1737260328450,"gmtModify":1737260332220,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137309065101912","idStr":"4137309065101912"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394121503642112","repostId":"393567532818632","repostType":1,"repost":{"id":393567532818632,"gmtCreate":1737116947555,"gmtModify":1737117010041,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36989258284800","idStr":"36989258284800"},"themes":[],"title":"洛杉磯山火持續，衝擊保險、房地產、影視、商超領域類個股","htmlText":"1.7日美國加利福尼亞州洛杉磯地區爆發的山火仍在持續，過火面積截至1月15日已超過164.3平方公里。洛杉磯山火已致超9萬人被疏散，有機構已將洛杉磯火災損失估算上調至1350億美元至1500億美元。摩根大通經濟學家Abiel Reinhart認爲這場山火帶來的經濟損失估計在2500億美元左右，超過了2005年卡特里娜超強颶風造成的損失。成千上萬的市民流離失所，需要食宿，救急醫療用品，心理健康疏導，乃至從新購置新的家園。很多企業的經營環境，資產也遭受重創。本文梳理了一下這場大火短期對一些行業以及具體的公司產生的影響，同時也跟蹤了一些上市公司的股價波動。一、直接利空的行業及公司：1. 1 大火給當地樓市“火上澆油”一方面火災讓一些房地產公司直接損失：Essex Property Trust (ESS)：作爲在加州擁有大量商業地產和公寓的房地產投資信託（REIT），受大火影響，其股價在1月8日下跌了2.5%，一週內下跌了近6%。AvalonBay Communities (AVB)：擁有超過80,000套公寓的REIT，其股價在1月6日至8日之間下跌了5%，1月10日略有回升但仍未恢復到火災前水平。另一方面，因火災刺激住房需求大幅提升，當地房屋租金飆升，一些房地產股票上漲：公開信息稱洛杉磯一居室公寓的租金中位數超過2000美元，有些帶傢俱房屋的掛牌每月租金爲29500美元，較2024年9月的最高價格上漲了近86%。大火造成超1.2萬建築被毀，住房供給大幅下降。讓加州尤其洛杉磯的住房缺口問題加劇。2023年的報告指出加州面臨着350萬套住房的缺口。洛杉磯市的目標是到2029年新建近50萬套住房。而火災發生後，許多人同時重建，可能會導致成本上升，整體住房建設速度勢必將減緩。受大火及供需影響。近日包括Toll Brothers，Lennar、DR Horton、PulteGroup，","listText":"1.7日美國加利福尼亞州洛杉磯地區爆發的山火仍在持續，過火面積截至1月15日已超過164.3平方公里。洛杉磯山火已致超9萬人被疏散，有機構已將洛杉磯火災損失估算上調至1350億美元至1500億美元。摩根大通經濟學家Abiel Reinhart認爲這場山火帶來的經濟損失估計在2500億美元左右，超過了2005年卡特里娜超強颶風造成的損失。成千上萬的市民流離失所，需要食宿，救急醫療用品，心理健康疏導，乃至從新購置新的家園。很多企業的經營環境，資產也遭受重創。本文梳理了一下這場大火短期對一些行業以及具體的公司產生的影響，同時也跟蹤了一些上市公司的股價波動。一、直接利空的行業及公司：1. 1 大火給當地樓市“火上澆油”一方面火災讓一些房地產公司直接損失：Essex Property Trust (ESS)：作爲在加州擁有大量商業地產和公寓的房地產投資信託（REIT），受大火影響，其股價在1月8日下跌了2.5%，一週內下跌了近6%。AvalonBay Communities (AVB)：擁有超過80,000套公寓的REIT，其股價在1月6日至8日之間下跌了5%，1月10日略有回升但仍未恢復到火災前水平。另一方面，因火災刺激住房需求大幅提升，當地房屋租金飆升，一些房地產股票上漲：公開信息稱洛杉磯一居室公寓的租金中位數超過2000美元，有些帶傢俱房屋的掛牌每月租金爲29500美元，較2024年9月的最高價格上漲了近86%。大火造成超1.2萬建築被毀，住房供給大幅下降。讓加州尤其洛杉磯的住房缺口問題加劇。2023年的報告指出加州面臨着350萬套住房的缺口。洛杉磯市的目標是到2029年新建近50萬套住房。而火災發生後，許多人同時重建，可能會導致成本上升，整體住房建設速度勢必將減緩。受大火及供需影響。近日包括Toll Brothers，Lennar、DR Horton、PulteGroup，","text":"1.7日美國加利福尼亞州洛杉磯地區爆發的山火仍在持續，過火面積截至1月15日已超過164.3平方公里。洛杉磯山火已致超9萬人被疏散，有機構已將洛杉磯火災損失估算上調至1350億美元至1500億美元。摩根大通經濟學家Abiel Reinhart認爲這場山火帶來的經濟損失估計在2500億美元左右，超過了2005年卡特里娜超強颶風造成的損失。成千上萬的市民流離失所，需要食宿，救急醫療用品，心理健康疏導，乃至從新購置新的家園。很多企業的經營環境，資產也遭受重創。本文梳理了一下這場大火短期對一些行業以及具體的公司產生的影響，同時也跟蹤了一些上市公司的股價波動。一、直接利空的行業及公司：1. 1 大火給當地樓市“火上澆油”一方面火災讓一些房地產公司直接損失：Essex Property Trust (ESS)：作爲在加州擁有大量商業地產和公寓的房地產投資信託（REIT），受大火影響，其股價在1月8日下跌了2.5%，一週內下跌了近6%。AvalonBay Communities (AVB)：擁有超過80,000套公寓的REIT，其股價在1月6日至8日之間下跌了5%，1月10日略有回升但仍未恢復到火災前水平。另一方面，因火災刺激住房需求大幅提升，當地房屋租金飆升，一些房地產股票上漲：公開信息稱洛杉磯一居室公寓的租金中位數超過2000美元，有些帶傢俱房屋的掛牌每月租金爲29500美元，較2024年9月的最高價格上漲了近86%。大火造成超1.2萬建築被毀，住房供給大幅下降。讓加州尤其洛杉磯的住房缺口問題加劇。2023年的報告指出加州面臨着350萬套住房的缺口。洛杉磯市的目標是到2029年新建近50萬套住房。而火災發生後，許多人同時重建，可能會導致成本上升，整體住房建設速度勢必將減緩。受大火及供需影響。近日包括Toll Brothers，Lennar、DR Horton、PulteGroup，","images":[{"img":"https://static.tigerbbs.com/2e07aece57214659b3e9ce3ae1aac9c9"},{"img":"https://static.tigerbbs.com/c537053c129229235287fe4e63ca83d9"},{"img":"https://static.tigerbbs.com/e14fb4fc230b0e0a3b92f8855b64f060"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393567532818632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391754419237152,"gmtCreate":1736649394562,"gmtModify":1736649398029,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137309065101912","idStr":"4137309065101912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MSTX 20250110 35.0 PUT\">$MSTX 20250110 35.0 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MSTX 20250110 35.0 PUT\">$MSTX 20250110 35.0 PUT$</a>&nbsp;","text":"$MSTX 20250110 35.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/331ac659901905b7956ed5c2957c8f14","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391754419237152","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":381738458640520,"gmtCreate":1734229277076,"gmtModify":1734236719211,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137309065101912","idStr":"4137309065101912"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MSTR 20241220 800.0 CALL\">$MSTR 20241220 800.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MSTR 20241220 800.0 CALL\">$MSTR 20241220 800.0 CALL$</a>&nbsp;","text":"$MSTR 20241220 800.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/d5d3951fd0510c690a93c299ae517383","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381738458640520","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":263360160571480,"gmtCreate":1705331599430,"gmtModify":1705331605063,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137309065101912","idStr":"4137309065101912"},"themes":[],"htmlText":"Nice article&nbsp;","listText":"Nice article&nbsp;","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263360160571480","repostId":"260980417155200","repostType":1,"repost":{"id":260980417155200,"gmtCreate":1704743765037,"gmtModify":1704878182268,"author":{"id":"3527667670880462","authorId":"3527667670880462","name":"OptionsTutor","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667670880462","idStr":"3527667670880462"},"themes":[],"title":"【Options Strategy】Q4 Earnings season preview for U.S. banks","htmlText":"Major U.S. banks will begin reporting fourth-quarter 2023 earnings on Friday, starting with jpmorgan Chase, Citigroup, Wells Fargo and Bank of America.Us bank shares surged in the fourth quarter, helped by a return to risk appetite amid expectations of lower interest rates. At the business level, investment banking and wealth management, which suffered a significant drag last year, are likely to get a boost. However, as the lagged effects of higher interest rates may continue to ripple through the economy, the large inflow of high-interest deposits and the slowdown in lending business growth suggest that banks' net interest income is at risk of declining.In addition, in a high interest rate environment, the depressed market investment environment led to a continued decline in trading reven","listText":"Major U.S. banks will begin reporting fourth-quarter 2023 earnings on Friday, starting with jpmorgan Chase, Citigroup, Wells Fargo and Bank of America.Us bank shares surged in the fourth quarter, helped by a return to risk appetite amid expectations of lower interest rates. At the business level, investment banking and wealth management, which suffered a significant drag last year, are likely to get a boost. However, as the lagged effects of higher interest rates may continue to ripple through the economy, the large inflow of high-interest deposits and the slowdown in lending business growth suggest that banks' net interest income is at risk of declining.In addition, in a high interest rate environment, the depressed market investment environment led to a continued decline in trading reven","text":"Major U.S. banks will begin reporting fourth-quarter 2023 earnings on Friday, starting with jpmorgan Chase, Citigroup, Wells Fargo and Bank of America.Us bank shares surged in the fourth quarter, helped by a return to risk appetite amid expectations of lower interest rates. At the business level, investment banking and wealth management, which suffered a significant drag last year, are likely to get a boost. However, as the lagged effects of higher interest rates may continue to ripple through the economy, the large inflow of high-interest deposits and the slowdown in lending business growth suggest that banks' net interest income is at risk of declining.In addition, in a high interest rate environment, the depressed market investment environment led to a continued decline in trading reven","images":[{"img":"https://static.tigerbbs.com/53f7f9e7a4f748f560b47ca56412b2a7","width":"2256","height":"952"},{"img":"https://static.tigerbbs.com/e6513cfd08ab9b9ca30ac721c3aab376","width":"2298","height":"616"},{"img":"https://static.tigerbbs.com/fefc3a98e155a5e683f88d084eb0be34","width":"2250","height":"940"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260980417155200","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262226628452368,"gmtCreate":1705054918056,"gmtModify":1705054922290,"author":{"id":"4137309065101912","authorId":"4137309065101912","name":"a3","avatar":"https://community-static.tradeup.com/news/1f59265842d1ef0a1e05d5844823dd04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137309065101912","idStr":"4137309065101912"},"themes":[],"htmlText":"Just play and win. Ok","listText":"Just play and win. Ok","text":"Just play and win. 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