北美实时股市股票

joesir

挖煤挖矿,骑牛赶熊
bidu暴跌35块多,昨天没人做空吗?这么热闹的季报季,没人吱声?
今天TwTR出季报,明天FB,后天lnkD,下周TSLA。
twtr不太看好季报所以没敢做多,但现在价格也相对很低了所以也不敢做空。TSLA在下周还没看,其他两个前几天已埋伏做多
 

joesir

挖煤挖矿,骑牛赶熊
bidu暴跌35块多,昨天没人做空吗?这么热闹的季报季,没人吱声?
今天TwTR出季报,明天FB,后天lnkD,下周TSLA。
前两天a股大盘暴跌,这时候还赌百度这种大盘股很危险的,还是离场找时机抄底比较好
 
http://blogs.wsj.com/moneybeat/2015/07/28/twitter-earnings-options-market-bets-on-shares-surging/

Twitter Earnings: Options Market Bets on Shares Surging


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  • By
  • Twitter Inc.TWTR +2.59% shares to soar after the company posts second-quarter earnings.

    Several Internet stocks have leapt in the wake of earnings this reporting season. Notable post-earnings jumps have come from Google Inc.GOOGL -0.31%, Amazon.com Inc.AMZN -1.07%, and Netflix Inc.NFLX +0.45%

    Twitter, which has yet to post a profit, reports after the bell on Tuesday. Shares have slipped 4.6% in 2015 so far and are down about 10% over the last year. Still, the backdrop of heady moves in Internet and technology stocks has likely made some investors wary of being left behind.

    The most-active Twitter option on Monday was a call expiring this week that grants the right to buy shares at $41. That’s 18% higher than Twitter’s close of $34.70 on Monday.

    “It’s playing for a massive, massive move,” said Salil Aggarwal, an equity derivatives strategist at Deutsche Bank. “It’s a very bullish bet if someone is buying them,” he added, referring to the $41 calls.

    A call option grants the right to buy shares of the underlying company at a certain price, called the strike, by a specific time, or expiration. A put option confers the right to sell.

    The ten most heavily traded Twitter options on Monday were calls, according to Trade Alert. And nine of those ten calls had strike prices above the price of the stock on Monday, which are typically bought to express bullish views on a stock.

    “A lot of these momentum names have moved on earnings and most have moved to the upside,” Mr. Aggarwal said. “So maybe that’s why people are buying call options ahead of the event,” he added.

    Overall, the options market is pricing in a post-earnings move of about 13% through the end of the week, based on the price of a weekly options strategy called a straddle. A straddle involves buying a put option and a call option at the same price and for the same period of time. That allows the investor to bet on the size of the move, rather than the direction.

    Twitter is no stranger to huge swings. The average move after Twitter’s six earnings releases has been about 16%. The stock tumbled 18% on April 28, the day that Twitter’s first-quarter results leaked ahead of the closing bell and revealed the weakest quarterly growth as a public company. Shares fell another 8.9% the next day.

    Twitter “consistently moves a decent amount,” said Mr. Aggarwal. “It wouldn’t shock me that the implied move is underpriced given what we’ve seen happening to other names,” he added.
 
twtr不太看好季报所以没敢做多,但现在价格也相对很低了所以也不敢做空。TSLA在下周还没看,其他两个前几天已埋伏做多

bidu暴跌35块多,昨天没人做空吗?这么热闹的季报季,没人吱声?
今天TwTR出季报,明天FB,后天lnkD,下周TSLA。

TWTR买straddle, 同时买入CALL和PUT。 不赌方向,赌振幅。
 
BIDU这个价格已经不错啦,感觉半年到1年内至少20%的向上空间,只要google仍然被屏蔽,百度中国搜索一哥的地位就无人动摇;
明摆着是文化冲突+落井下石,华尔街在黑百度,
中国经商哲学看重投资未来,不惜以牺牲短期利益为代价,偏重战略思维;
华尔街逻辑是资本利益最大化,投资未来可以,但是短期中期也要挣钱(说的轻巧,谈何容易),否则就闪人;
永恒的冲突,企业要赚大钱就得听华尔街的,要活下来就得听自己的。华尔街是资本的代言人,企业生死他们不管,他们只要吃肉,活的死的都吃。
 
BIDU这个价格已经不错啦,感觉半年到1年内至少20%的向上空间,只要google仍然被屏蔽,百度中国搜索一哥的地位就无人动摇;
明摆着是文化冲突,华尔街在黑百度,
中国经商哲学看重投资未来,不惜以牺牲短期利益为代价,偏重战略思维;
华尔街逻辑是资本利益最大化,投资未来可以,但是短期中期也要挣钱(说的轻巧,谈何容易),否则就闪人;
永恒的冲突,企业要赚大钱就得听华尔街的,要活下来就得听自己的。华尔街是资本的代言人,企业生死他们不管,他们只要吃肉,活的死的都吃。

支持,我觉得BIDU现在是好价格。 SELL ATM PUT
 

joesir

挖煤挖矿,骑牛赶熊
BIDU这个价格已经不错啦,感觉半年到1年内至少20%的向上空间,只要google仍然被屏蔽,百度中国搜索一哥的地位就无人动摇;
明摆着是文化冲突+落井下石,华尔街在黑百度,
中国经商哲学看重投资未来,不惜以牺牲短期利益为代价,偏重战略思维;
华尔街逻辑是资本利益最大化,投资未来可以,但是短期中期也要挣钱(说的轻巧,谈何容易),否则就闪人;
永恒的冲突,企业要赚大钱就得听华尔街的,要活下来就得听自己的。华尔街是资本的代言人,企业生死他们不管,他们只要吃肉,活的死的都吃。
支持,我觉得BIDU现在是好价格。 SELL ATM PUT
是的,现在价位可以观察时机抄底了,我上面帖子的意思是受a股影响,如果堵百度财报风险很大
 
是的,现在价位可以观察时机抄底了,我上面帖子的意思是受a股影响,如果堵百度财报风险很大
百度的外部风险还是有的,如果中国想这两个季度让人民币贬值减减压,再加上Fed加息,百度下一个季报会更难看一点,毕竟都是RMB收入,换算成美金就缩水了。
 

joesir

挖煤挖矿,骑牛赶熊
加上Fed加息,百度下一个季报会更难看一点,毕竟都是RMB收入,换算成美金就缩水了。
而且百度这几次的收购还都没有见到效果,长期看对他的盈利也会有影响,但是感觉还是可以做个短线,因为a股大盘反弹的话百度应该短期会受益。
 

joesir

挖煤挖矿,骑牛赶熊
请问猪巴特,俺现在有1800股推特,成交均价在36以下,你说我是卖掉一半还是咋滴呐
同问,俺也持有些正股是很早前进的,今天上午出了躲财报。不过看目前twtr走势好多人在进场啊,难道大家都看好??
 

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