To The Moon

前兩天覆活節，機構大單不太活躍，直到昨天微軟期權異動連續出現好幾組頗具看點的策略，再次給出了相當明確的指引，對科技股近期走向很有指導性。對於微軟價格走勢，有好消息也有壞消息。好消息：幾家機構一定程度上看漲微軟。壞消息：一家機構重金看跌微軟。你可能很急，爲什麼相反的結論能頗具看點，但先別急。一般的分裂性看法不足以讓我拿出來分析，比如一些機構買入看漲期權，一些機構又買入看跌期權，這種異動出現就意味着機構對於基本面看法很分裂，或者其中有幾家知道了一些不爲人知的信息。如果恰好這種情況出現在財報季，那麼對於普通投資者而言就別猜漲跌了，波動夠大直接選擇跨式策略即可。不過微軟幾組大單不屬於這個範疇，邏輯之間有銜接，但不完全銜接：如上圖所示，一共有四組大單，從下往上分別是：1、sell put 看漲策略：sell $MSFT 20231117 280.0 PUT$ 2、buy call 看漲策略：buy $MSFT 20230721 295.0 CALL$ 3、三腿對衝看漲策略（最理想）：buy $MSFT 20230616 300.0 CALL$ sell $MSFT 20230616 320.0 CALL$ sell

[Miser]Hi Tigers[Cool]Do you often consume luxury brand or goods?In this article, we collected the top 17 luxury goods companies Q422 or FY22 financial data, knowing that 12 of 17 companies see sales increased YoY and, most of the 17 companies see net profit increased YoY as well.The Bain & Company Luxury Study had pointed in late 2022, that the overall global luxury goods industry is projected to achieve a market value of around $242.8 Billion in sales in 2022, up 21% from the previous year.Source from Web1. What does the increase of global luxury consumption mean?We all know luxury goods consumption belongs to non-essential consumer goods industry, which is a cyclical industry highly connects to economic situation, when the economy goes down, the willingness to consume luxury good wi

[Miser]Hi Tigers[Cool]Do you often consume luxury brand or goods?In this article, we collected the top 17 luxury goods companies Q422 or FY22 financial data, knowing that 12 of 17 companies see sales increased YoY and, most of the 17 companies see net profit increased YoY as well.The Bain & Company Luxury Study had pointed in late 2022, that the overall global luxury goods industry is projected to achieve a market value of around $242.8 Billion in sales in 2022, up 21% from the previous year.Source from Web1. What does the increase of global luxury consumption mean?We all know luxury goods consumption belongs to non-essential consumer goods industry, which is a cyclical industry highly connects to economic situation, when the economy goes down, the willingness to consume luxury good wi

$New Oriental Education & Technology(EDU)$ Look at 2023 report, $New Oriental Education & Technology(EDU)$ is no long an Educational Institution, Most income came from online-stream sales.Does anyone know if the online-streaming sales, were "educational" material, or is it "things" like clothes, electronic, etc ? If it's educational streaming, I think it will still have a good future, but if it is clothes, electronics, etc, It is not persistent development. That's riskier, and up and down. Any input?

Hi Tigers,Today is Friday, so it's time for Tiger Friday game! 🌴🥥We prepare coins and gifts for you to participate in our game. Can you describe the stock market in one word？Come and join the game, and you will win Tiger Coins💵 , and have a chance to win a Tiger Gift!🎁The stock market had a relatively volatile week. The S&P 500 lost over 1.5% on Tuesday as Fed Chair Jerome Powell told the Senate Banking Committee that the terminal fed funds rate “is likely to be higher than previouslyanticipated."Following that, the stock market suffered another sharp decline as Fear overtook Wall Street when SVB Financial Group, a bank that lends mainly to technology companies, had to sell $1.75 billion in stock at a loss to cover rapidly declining customer deposits.Which word would you use to describ

Artificial intelligence (AI) is sweeping the economy in 2023.It began with the launch of revolutiona

I believe that the Hong Kong stock market has reached the bottom and there is no need to panic and sell stocks. Instead, investors can focus on their favorite stocks at this stage. As I think there will be strong support for the Hong Kong stock market when it reaches 20,000 points. Currently, the Hang Seng Index (HSI) is on the verge of reaching this level. What is my strategy? I currently hold stocks, mainly those I bought last year. However, I sold two-thirds of my remaining stocks earlier. Therefore, I have a lot of cash to absorb my favorite stocks. My remaining stocks are mainly Tencent and HKEX. My strategy is to continue to hold them and not to increase my position. I will use a small amount of buying put options as a hedge. Because I have already sold two-thirds of my holdings in t

$iQiyi Inc.(IQ)$ released 22Q4 and the whole year financial report, an unexpected profit and greaterly improving free cash flow should send it to another YTD high?Q4 Performance ReviewRevenue was 7.59 billion yuan, a year-on-year increase of 2.8%, higher than the market expectation of 7.50 billion yuan;Among them, member service revenue was 4.7 billion yuan, a year-on-year increase of 15%; Advertising revenue was 1.55 billion yuan, down 7% year-on-year, higher than the market expectation of 1.39 billion yuan;Non-GAAP comparable earnings before interest and tax is 978 million yuan, and the profit rate reaches 13%, which is higher than the market ex