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KikiW
KikiW
·
06-01
$深演智能(02723)$
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编组 21备份 2
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KikiW
KikiW
·
05-31
[微笑]
@過路人：
$PDD 20260529 85.0 CALL$ 有時賣call就有呢個唔好處。唔係因為賣左call。盤中高見85.82。我就放左喇。收市連85都無[喷血] [喷血]
$PDD 20260529 85.0 CALL$ 有時賣call就有呢個唔好處。唔係因為賣左call。盤中高見85.82。我就放左喇。收市連85都無[喷血] [喷血]
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KikiW
KikiW
·
05-25
$勝宏科技(02476)$
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KikiW
KikiW
·
05-24
[微笑]
@過路人：
$JD 20260522 31.0 CALL$ 又中左伏。用夜盤以31.07入左貨。賣即日call。執返0.11期權金都好[难过]
$JD 20260522 31.0 CALL$ 又中左伏。用夜盤以31.07入左貨。賣即日call。執返0.11期權金都好[难过]
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KikiW
KikiW
·
05-22
[微笑]
@沉穩：
$Vanguard標普500ETF(VOO)$ 雖然標普 500 指數近期衝上 7,400 點 的歷史新高區間，但大資金非但沒有恐高，反而加速進場！背後的邏輯其實非常簡單，美國企業正迎來四年來最大牛市。 最新發布的 2026 年 Q1 財報顯示，FactSet 統計標普 500 企業的盈餘增長率衝上 27.7%，創下自 2021 年底以來的最高增速。這說明美股這次創新高，背後有非常扎實的利潤支撐，而不是純靠泡沫吹大。隨著中東局勢出現實質緩和、地緣政治「油價重擊」的陰霾消退，原本壓抑傳統企業的通膨成本大幅回落。這讓 VOO 內部除科技以外的金融、工業和必需消費品等板塊，集體迎來了利潤修復的「全面開花」。 其次，AI 帶來的全產業生產力奇蹟。 目前將 VOO 視為「AI 落地實體經濟」的最大受益者。AI 不再只是晶片股的狂歡，VOO 內部的傳統巨頭（如沃爾瑪、醫療集團等）正透過 AI 工具大幅削減營運成本。這將為整個標普 500 指數在 2026 年底前額外擠出 150 個基點（1.5%）的淨利潤率。 最後，VOO 擁有極低的持有成本（管理費僅 0.03%）。當Fed確認利率見頂並轉向溫和，全球資金正瘋狂迴流股市。買入 VOO，就是買入美國最強 500 家企業集體 AI 轉型後的「國力大禮包」。在指數動能不減反增的強勢趨勢下，跟隨大勢就是風險回報比最完美的選擇。
$Vanguard標普500ETF(VOO)$ 雖然標普 500 指數近期衝上 7,400 點 的歷史新高區間，但大資金非但沒有恐高，反而加速進場！背後的邏輯其實非常簡單，美國企業正迎來四年來最大牛市。 最新發布的 2026 年 Q1 財報顯示，FactSet 統計標普 500 企業的盈餘增長率衝上 27.7%，創下自 2021 年底以來的最高增速。這說明美股這次創新高，背後有非常扎實的利潤支撐，而不是純靠泡沫吹大。隨著中東局勢出現實質緩和、地緣政治「油價重擊」的陰霾消退，原本壓抑傳統企業的通膨成本大幅回落。這讓 VOO 內部除科技以外的金融、工業和必需消費品等板塊，集體迎來了利潤修復的「全面開花」。 其次，AI 帶來的全產業生產力奇蹟。 目前將 VOO 視為「AI 落地實體經濟」的最大受益者。AI 不再只是晶片股的狂歡，VOO 內部的傳統巨頭（如沃爾瑪、醫療集團等）正透過 AI 工具大幅削減營運成本。這將為整個標普 500 指數在 2026 年底前額外擠出 150 個基點（1.5%）的淨利潤率。 最後，VOO 擁有極低的持有成本（管理費僅 0.03%）。當Fed確認利率見頂並轉向溫和，全球資金正瘋狂迴流股市。買入 VOO，就是買入美國最強 500 家企業集體 AI 轉型後的「國力大禮包」。在指數動能不減反增的強勢趨勢下，跟隨大勢就是風險回報比最完美的選擇。
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KikiW
KikiW
·
05-18
$劑泰科技-P(07666)$
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KikiW
KikiW
·
05-12
[微笑]
@退休閒人：
$諾和諾德(NVO)$ 再走多一注
$諾和諾德(NVO)$ 再走多一注
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KikiW
KikiW
·
05-11
$勝宏科技(02476)$
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KikiW
KikiW
·
05-08
[微笑]
@股壇索羅斯：
$QCOM 20260515 175.0 CALL$ 最後都走了，空間可能還有一點點，但都要感謝市場給予機會。 雖然賺不盡，但都要感謝[微笑]
$QCOM 20260515 175.0 CALL$ 最後都走了，空間可能還有一點點，但都要感謝市場給予機會。 雖然賺不盡，但都要感謝[微笑]
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KikiW
KikiW
·
05-04
$曦智科技-P(01879)$
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href=\"https://ttm.financial/S/02723\">$深演智能(02723)$ </a> ","listText":"<a href=\"https://ttm.financial/S/02723\">$深演智能(02723)$ </a> 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href=\"https://ttm.financial/OPT/PDD 20260529 85.0 CALL\">$PDD 20260529 85.0 CALL$ </a>有時賣call就有呢個唔好處。唔係因為賣左call。盤中高見85.82。我就放左喇。收市連85都無[喷血] [喷血] ","listText":"<a href=\"https://ttm.financial/OPT/PDD 20260529 85.0 CALL\">$PDD 20260529 85.0 CALL$ </a>有時賣call就有呢個唔好處。唔係因為賣左call。盤中高見85.82。我就放左喇。收市連85都無[喷血] [喷血] ","text":"$PDD 20260529 85.0 CALL$ 有時賣call就有呢個唔好處。唔係因為賣左call。盤中高見85.82。我就放左喇。收市連85都無[喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569717600282368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567952718587320,"gmtCreate":1779698567493,"gmtModify":1779698570530,"author":{"id":"4233229136857532","authorId":"4233229136857532","name":"KikiW","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4233229136857532","idStr":"4233229136857532"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/02476\">$勝宏科技(02476)$ </a> ","listText":"<a href=\"https://ttm.financial/S/02476\">$勝宏科技(02476)$ </a> ","text":"$勝宏科技(02476)$","images":[{"img":"https://community-static.tradeup.com/news/44abde82d42f79414d98a6be693fa822","width":"968","height":"1890"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567952718587320","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":567570074130168,"gmtCreate":1779596190422,"gmtModify":1779596192501,"author":{"id":"4233229136857532","authorId":"4233229136857532","name":"KikiW","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4233229136857532","idStr":"4233229136857532"},"themes":[],"title":"","htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567570074130168","repostId":"567140893840680","repostType":1,"repost":{"id":567140893840680,"gmtCreate":1779491436401,"gmtModify":1779511471623,"author":{"id":"4182426465066882","authorId":"4182426465066882","name":"過路人","avatar":"https://community-static.tradeup.com/news/502b7056b781d0ec55300ea9614ff858","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182426465066882","idStr":"4182426465066882"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/JD 20260522 31.0 CALL\">$JD 20260522 31.0 CALL$ </a>又中左伏。用夜盤以31.07入左貨。賣即日call。執返0.11期權金都好[难过] ","listText":"<a href=\"https://ttm.financial/OPT/JD 20260522 31.0 CALL\">$JD 20260522 31.0 CALL$ </a>又中左伏。用夜盤以31.07入左貨。賣即日call。執返0.11期權金都好[难过] ","text":"$JD 20260522 31.0 CALL$ 又中左伏。用夜盤以31.07入左貨。賣即日call。執返0.11期權金都好[难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567140893840680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566789941850152,"gmtCreate":1779409648823,"gmtModify":1779409651647,"author":{"id":"4233229136857532","authorId":"4233229136857532","name":"KikiW","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4233229136857532","idStr":"4233229136857532"},"themes":[],"title":"","htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566789941850152","repostId":"566615091273848","repostType":1,"repost":{"id":566615091273848,"gmtCreate":1779357313279,"gmtModify":1780565230720,"author":{"id":"4144466283079132","authorId":"4144466283079132","name":"沉穩","avatar":"https://community-static.tradeup.com/news/ceaf33910c228b133ddf5a00e3ddd318","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4144466283079132","idStr":"4144466283079132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard標普500ETF(VOO)$ </a>雖然標普 500 指數近期衝上 7,400 點 的歷史新高區間，但大資金非但沒有恐高，反而加速進場！背後的邏輯其實非常簡單，美國企業正迎來四年來最大牛市。 最新發布的 2026 年 Q1 財報顯示，FactSet 統計標普 500 企業的盈餘增長率衝上 27.7%，創下自 2021 年底以來的最高增速。這說明美股這次創新高，背後有非常扎實的利潤支撐，而不是純靠泡沫吹大。隨著中東局勢出現實質緩和、地緣政治「油價重擊」的陰霾消退，原本壓抑傳統企業的通膨成本大幅回落。這讓 VOO 內部除科技以外的金融、工業和必需消費品等板塊，集體迎來了利潤修復的「全面開花」。 其次，AI 帶來的全產業生產力奇蹟。 目前將 VOO 視為「AI 落地實體經濟」的最大受益者。AI 不再只是晶片股的狂歡，VOO 內部的傳統巨頭（如沃爾瑪、醫療集團等）正透過 AI 工具大幅削減營運成本。這將為整個標普 500 指數在 2026 年底前額外擠出 150 個基點（1.5%）的淨利潤率。 最後，VOO 擁有極低的持有成本（管理費僅 0.03%）。當Fed確認利率見頂並轉向溫和，全球資金正瘋狂迴流股市。買入 VOO，就是買入美國最強 500 家企業集體 AI 轉型後的「國力大禮包」。在指數動能不減反增的強勢趨勢下，跟隨大勢就是風險回報比最完美的選擇。","listText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard標普500ETF(VOO)$ </a>雖然標普 500 指數近期衝上 7,400 點 的歷史新高區間，但大資金非但沒有恐高，反而加速進場！背後的邏輯其實非常簡單，美國企業正迎來四年來最大牛市。 最新發布的 2026 年 Q1 財報顯示，FactSet 統計標普 500 企業的盈餘增長率衝上 27.7%，創下自 2021 年底以來的最高增速。這說明美股這次創新高，背後有非常扎實的利潤支撐，而不是純靠泡沫吹大。隨著中東局勢出現實質緩和、地緣政治「油價重擊」的陰霾消退，原本壓抑傳統企業的通膨成本大幅回落。這讓 VOO 內部除科技以外的金融、工業和必需消費品等板塊，集體迎來了利潤修復的「全面開花」。 其次，AI 帶來的全產業生產力奇蹟。 目前將 VOO 視為「AI 落地實體經濟」的最大受益者。AI 不再只是晶片股的狂歡，VOO 內部的傳統巨頭（如沃爾瑪、醫療集團等）正透過 AI 工具大幅削減營運成本。這將為整個標普 500 指數在 2026 年底前額外擠出 150 個基點（1.5%）的淨利潤率。 最後，VOO 擁有極低的持有成本（管理費僅 0.03%）。當Fed確認利率見頂並轉向溫和，全球資金正瘋狂迴流股市。買入 VOO，就是買入美國最強 500 家企業集體 AI 轉型後的「國力大禮包」。在指數動能不減反增的強勢趨勢下，跟隨大勢就是風險回報比最完美的選擇。","text":"$Vanguard標普500ETF(VOO)$ 雖然標普 500 指數近期衝上 7,400 點 的歷史新高區間，但大資金非但沒有恐高，反而加速進場！背後的邏輯其實非常簡單，美國企業正迎來四年來最大牛市。 最新發布的 2026 年 Q1 財報顯示，FactSet 統計標普 500 企業的盈餘增長率衝上 27.7%，創下自 2021 年底以來的最高增速。這說明美股這次創新高，背後有非常扎實的利潤支撐，而不是純靠泡沫吹大。隨著中東局勢出現實質緩和、地緣政治「油價重擊」的陰霾消退，原本壓抑傳統企業的通膨成本大幅回落。這讓 VOO 內部除科技以外的金融、工業和必需消費品等板塊，集體迎來了利潤修復的「全面開花」。 其次，AI 帶來的全產業生產力奇蹟。 目前將 VOO 視為「AI 落地實體經濟」的最大受益者。AI 不再只是晶片股的狂歡，VOO 內部的傳統巨頭（如沃爾瑪、醫療集團等）正透過 AI 工具大幅削減營運成本。這將為整個標普 500 指數在 2026 年底前額外擠出 150 個基點（1.5%）的淨利潤率。 最後，VOO 擁有極低的持有成本（管理費僅 0.03%）。當Fed確認利率見頂並轉向溫和，全球資金正瘋狂迴流股市。買入 VOO，就是買入美國最強 500 家企業集體 AI 轉型後的「國力大禮包」。在指數動能不減反增的強勢趨勢下，跟隨大勢就是風險回報比最完美的選擇。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566615091273848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565379658821816,"gmtCreate":1779065241585,"gmtModify":1779065243252,"author":{"id":"4233229136857532","authorId":"4233229136857532","name":"KikiW","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4233229136857532","idStr":"4233229136857532"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/07666\">$劑泰科技-P(07666)$ </a> ","listText":"<a href=\"https://ttm.financial/S/07666\">$劑泰科技-P(07666)$ </a> 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