盲炳 personal page - To The Moon

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01-07 16:25

$ILUVATAR COREX(09903)$

01-07 16:24

$ILUVATAR COREX(09903)$

01-07 16:24

$ILUVATAR COREX(09903)$

01-07 15:56

$JOYSON ELEC(00699)$

01-07 14:55

$JOHNSON ELEC H(00179)$ 看好德昌电机（0179.HK），核心逻辑在于三重优势的叠加。其汽车微电机业务稳居全球领先地位，新能源汽车单车配套价值较燃油车提升约50%，筑牢业绩基本盘。公司凭借电机、粉末冶金技术及产能布局，切入人形机器人关节模组赛道，同时推出DCP系列液冷泵产品卡位AI数据中心高散热需求，开辟双高增长新曲线。当前估值显著低于A 股及全球同业，伴随新业务放量，估值提升潜力明确，长期成长路径清晰。

01-07 11:18

$FE HORIZON(03360)$

01-07 09:58

$TIME INTERCON(01729)$

01-06 22:59

$CLS 20260109 250.0 PUT$

01-06 22:33

$PONY 20260109 16.5 CALL$

01-06 15:13

$PONY-W(02026)$

01-06 13:20

$TIME INTERCON(01729)$

01-06 10:59

$51WORLD(06651)$

01-06 10:36

$JOYSON ELEC(00699)$

01-06 09:39

$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$

01-06 09:36

$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$

01-06 09:36

$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$

01-06 09:36

$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$

01-06 09:36

$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$

01-06 09:36

$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$

01-06 09:36

$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$ 分批平倉4

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HORIZON(03360)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/519087813410864","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519031566901352,"gmtCreate":1767751086713,"gmtModify":1767751088535,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01729\">$TIME INTERCON(01729)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/01729\">$TIME INTERCON(01729)$&nbsp;</a>","text":"$TIME INTERCON(01729)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/519031566901352","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518916509773920,"gmtCreate":1767711592629,"gmtModify":1767819648504,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/CLS 20260109 250.0 PUT\">$CLS 20260109 250.0 PUT$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/CLS 20260109 250.0 PUT\">$CLS 20260109 250.0 PUT$&nbsp;</a>","text":"$CLS 20260109 250.0 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Product(07226)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518719764795952","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518729624953112,"gmtCreate":1767663387478,"gmtModify":1767664583291,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>","text":"$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518729624953112","isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518729623101720,"gmtCreate":1767663387026,"gmtModify":1767664578677,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>","text":"$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518729623101720","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518729621758232,"gmtCreate":1767663386698,"gmtModify":1767664576435,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>","text":"$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518729621758232","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518729620349208,"gmtCreate":1767663386354,"gmtModify":1767664491608,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>","text":"$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518729620349208","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518729618825496,"gmtCreate":1767663385982,"gmtModify":1767664181182,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>","text":"$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518729618825496","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518729617359128,"gmtCreate":1767663385624,"gmtModify":1767664177135,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>分批平倉4","listText":"<a href=\"https://ttm.financial/S/07226\">$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$&nbsp;</a>分批平倉4","text":"$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$ 分批平倉4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518729617359128","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":464914176147912,"gmtCreate":1754496388378,"gmtModify":1754719641664,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/COIN 20250808 265.0 PUT\">$COIN 20250808 265.0 PUT$&nbsp;</a>Coinbase宣布發行23億美元可轉換高級票據（2029及2032年到期），旨在資助比特幣購入、債務重組及業務擴張。此舉顯示其對加密市場長期增長的信心，特別是比特幣持倉已達11,776枚（約12.6億美元）。票據採無息設計，通過限制性回購交易減輕股份稀釋風險，展現財務靈活性。然而，第二季收入15億美元未達預期，股價跌15%，反映市場對其短期表現及監管不確定性的擔憂。分析師意見分歧，Benchmark維持「買入」評級（目標價421美元），而Compass Point降至「賣出」（目標價248美元）。我沽出$265美元認沽期權，預期股價短期不跌破此水平，策略合理但需警惕市場波動及潛在稀釋風險。此融資若有效分配於技術升級與併購，或助Coinbase鞏固行業地位；若市場環境惡化，則可能加劇壓力。長期看好，但短期需謹慎。","listText":"<a href=\"https://ttm.financial/OPT/COIN 20250808 265.0 PUT\">$COIN 20250808 265.0 PUT$&nbsp;</a>Coinbase宣布發行23億美元可轉換高級票據（2029及2032年到期），旨在資助比特幣購入、債務重組及業務擴張。此舉顯示其對加密市場長期增長的信心，特別是比特幣持倉已達11,776枚（約12.6億美元）。票據採無息設計，通過限制性回購交易減輕股份稀釋風險，展現財務靈活性。然而，第二季收入15億美元未達預期，股價跌15%，反映市場對其短期表現及監管不確定性的擔憂。分析師意見分歧，Benchmark維持「買入」評級（目標價421美元），而Compass Point降至「賣出」（目標價248美元）。我沽出$265美元認沽期權，預期股價短期不跌破此水平，策略合理但需警惕市場波動及潛在稀釋風險。此融資若有效分配於技術升級與併購，或助Coinbase鞏固行業地位；若市場環境惡化，則可能加劇壓力。長期看好，但短期需謹慎。","text":"$COIN 20250808 265.0 PUT$ Coinbase宣布發行23億美元可轉換高級票據（2029及2032年到期），旨在資助比特幣購入、債務重組及業務擴張。此舉顯示其對加密市場長期增長的信心，特別是比特幣持倉已達11,776枚（約12.6億美元）。票據採無息設計，通過限制性回購交易減輕股份稀釋風險，展現財務靈活性。然而，第二季收入15億美元未達預期，股價跌15%，反映市場對其短期表現及監管不確定性的擔憂。分析師意見分歧，Benchmark維持「買入」評級（目標價421美元），而Compass Point降至「賣出」（目標價248美元）。我沽出$265美元認沽期權，預期股價短期不跌破此水平，策略合理但需警惕市場波動及潛在稀釋風險。此融資若有效分配於技術升級與併購，或助Coinbase鞏固行業地位；若市場環境惡化，則可能加劇壓力。長期看好，但短期需謹慎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":655,"commentSize":2,"repostSize":34,"link":"https://ttm.financial/post/464914176147912","isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000639","authorId":"9000000000000639","name":"tiger_cc","avatar":"https://community-static.tradeup.com/news/d6358062550fc5d8be9f8c6ad5aac6d3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000639","idStr":"9000000000000639"},"content":"$265 sell put is a stable move, but the volatility really needs to be watched","text":"$265 sell put is a stable move, but the volatility really needs to be watched","html":"$265 sell put is a stable move, but the volatility really needs to be watched"},{"author":{"id":"3479274802455671","authorId":"3479274802455671","name":"frosti","avatar":"https://static.tigerbbs.com/8d59e7c960eef6f97257cc799768d81e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274802455671","idStr":"3479274802455671"},"content":"Impressive strategy and insights! [Great]","text":"Impressive strategy and insights! [Great]","html":"Impressive strategy and insights! [Great]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465656367755720,"gmtCreate":1754677587501,"gmtModify":1755326391238,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SMMT 20250815 25.0 PUT\">$SMMT 20250815 25.0 PUT$&nbsp;</a>我非常看好Summit Therapeutics(SMMT.US)的長期潛力。從核心邏輯看，其與康方生物合作的ivonescimab在肺癌關鍵3期試驗中實現無進展生存期（PFS）的統計學顯著改善，打破了EGFR突變耐藥患者領域抗PD-1單抗長期未突破的困境，數據紮實且具備臨牀突破性；中美雙市場聯動佈局更是亮點——中國已獲批奠定商業化基礎，美國向FDA提交上市申請的進展將打開全球最大創新藥市場空間，想象空間明確。從基本面看，藥物安全性特徵與對照組相近，未現新風險信號，商業化落地確定性較高；加之全球非小細胞肺癌患者基數龐大，尤其耐藥人羣存在強烈未滿足需求，產品若順利上市有望快速放量。","listText":"<a href=\"https://ttm.financial/OPT/SMMT 20250815 25.0 PUT\">$SMMT 20250815 25.0 PUT$&nbsp;</a>我非常看好Summit Therapeutics(SMMT.US)的長期潛力。從核心邏輯看，其與康方生物合作的ivonescimab在肺癌關鍵3期試驗中實現無進展生存期（PFS）的統計學顯著改善，打破了EGFR突變耐藥患者領域抗PD-1單抗長期未突破的困境，數據紮實且具備臨牀突破性；中美雙市場聯動佈局更是亮點——中國已獲批奠定商業化基礎，美國向FDA提交上市申請的進展將打開全球最大創新藥市場空間，想象空間明確。從基本面看，藥物安全性特徵與對照組相近，未現新風險信號，商業化落地確定性較高；加之全球非小細胞肺癌患者基數龐大，尤其耐藥人羣存在強烈未滿足需求，產品若順利上市有望快速放量。","text":"$SMMT 20250815 25.0 PUT$ 我非常看好Summit Therapeutics(SMMT.US)的長期潛力。從核心邏輯看，其與康方生物合作的ivonescimab在肺癌關鍵3期試驗中實現無進展生存期（PFS）的統計學顯著改善，打破了EGFR突變耐藥患者領域抗PD-1單抗長期未突破的困境，數據紮實且具備臨牀突破性；中美雙市場聯動佈局更是亮點——中國已獲批奠定商業化基礎，美國向FDA提交上市申請的進展將打開全球最大創新藥市場空間，想象空間明確。從基本面看，藥物安全性特徵與對照組相近，未現新風險信號，商業化落地確定性較高；加之全球非小細胞肺癌患者基數龐大，尤其耐藥人羣存在強烈未滿足需求，產品若順利上市有望快速放量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1165,"commentSize":2,"repostSize":52,"link":"https://ttm.financial/post/465656367755720","isVote":1,"tweetType":1,"viewCount":3342,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011028","authorId":"10000000000011028","name":"DeltaDrift","avatar":"https://community-static.tradeup.com/news/11d675a610354289230d3a2f6c6e4c88","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011028","idStr":"10000000000011028"},"content":"Indeed, having a commercial layout can make enough money","text":"Indeed, having a commercial layout can make enough money","html":"Indeed, having a commercial layout can make enough money"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510396591079928,"gmtCreate":1765622251925,"gmtModify":1765622254720,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4160043317841132","idStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/RBLX 20251212 89.0 PUT\">$RBLX 20251212 89.0 PUT$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/RBLX 20251212 89.0 PUT\">$RBLX 20251212 89.0 PUT$&nbsp;</a>","text":"$RBLX 20251212 89.0 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