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SgpFlashIronMan
03-18

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拼多多財報，英偉達GTC大會交易想法【期權週記】

一、上週交易建倉半導體系列：英偉達、臺積電、AMD等 sp nvda 700；sp amd 150；sp tsm 110-135 sc arm 140 當週已到期，解禁後承壓。二、上週五到期的部分操作回顧 sp li 35-37 財報後做的，分享過訂單。這個運氣不錯，剛好過期，剩餘LI最高行權價28。這是典型的sp優點，如果是財報後接正股，現在就套了。三、本週計劃操作後會做訂單分享，歡迎免費訂閱。 1、 $拼多多(PDD)$ 3月20日盤前財報，我會在財報前下單sp pdd，價值下注，願意持有pdd + 賺財報前後iv落差。風險是：地緣政治，類tittok事件針對shein和temu。但我覺得國內消費降級背景下，拼多多基本盤穩固，當前24年forward pe只有16.9倍，行權價再打個8折，還是挺舒服的。 2、 $英偉達(NVDA)$ 英偉達今年forward eps 24.46確定性是比較強的，今年股價有較強的基本面支撐。到Q3/Q4才能對明年的競爭局面，eps增速有更好的可見度。所以總的來說，和上週觀點一致，24上半年不斷sp nvda。 3.18 今天開始有GTC大會，會有情緒面上支撐，大會期間sp 短線nvda。上週週記：英偉達，臺積電等本週交易想法【期權週記】

拼多多財報，英偉達GTC大會交易想法【期權週記】

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