大盘持续乏力。回调即_老虎社区_美港股上老虎

北美牧马财经
02-20

大盘持续乏力。回调即将来临。
今日做空 $超微电脑(SMCI)$ ，在66.15附近开仓了300份60的看跌期权。4个月后到期。
收盘前， $Palantir Technologies Inc.(PLTR)$ 开始暴跌。止盈了手中的1/3的看跌期权，其他继续持有。短期内下看跌到100。之前我一直提醒泡沫很大。很有可能跌回90左右。

继续买入煤炭股 $Core Natural Resources, Inc.(CNR)$ 1000股， $Alpha Metallurgical Resources Inc(AMR)$ 500股， $Warrior Met Coal LLC(HCC)$ 2000股。长期持有，等板块轮动和周期回复。

可惜英伟达没有上145. 打到145，我短期内会选择做空。财报估计一搬。很有可能财报后跌回125。

不是理财建议。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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美股回调来的这么快的嘛，还来不及平仓的 [捂脸]，果然和阴跌的大A不一样
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大佬， $德州仪器(TXN)$ 能帮忙看看可以入了吗？
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- 梁哥小金库回复北美牧马财经:
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  半导体芯片股那么多，你买这个作什么？盈亏比很一般。这个股票168左右可以买，现在没必要。
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金钱永不眠娃哈哈
·03-06
大佬，cnr还要留吗？
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这个股票168左右可以买，现在没必要。","text":"半导体芯片股那么多，你买这个作什么？盈亏比很一般。 这个股票168左右可以买，现在没必要。","html":"半导体芯片股那么多，你买这个作什么？盈亏比很一般。 这个股票168左右可以买，现在没必要。"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":410569087107280,"commentId":"410569087107280","gmtCreate":1741264860702,"gmtModify":1741266330537,"authorId":3563007490703968,"author":{"id":3563007490703968,"idStr":"3563007490703968","authorId":3563007490703968,"name":"金钱永不眠娃哈哈","avatar":"https://static.tigerbbs.com/f41e3f680545d517a9841f925acc0c9f","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":405451547656688,"objectIdStr":"405451547656688","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"大佬，cnr还要留吗？","text":"大佬，cnr还要留吗？","html":"大佬，cnr还要留吗？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

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