y*****l 发帖数: 5997 | 1 【 以下文字转载自 Chinook 俱乐部 】
发信人: boylover (虎子), 信区: Chinook
标 题: 贴一个皮克汇总图给喜欢ER前上straddle的同学们看
发信站: BBS 未名空间站 (Sun Apr 8 01:42:40 2012, 美东)
大家赌博开心。 | y*****l 发帖数: 5997 | 2 发信人: chinook (Base Loaded), 信区: Chinook
标 题: 这季度ER bet
发信站: BBS 未名空间站 (Wed Apr 18 16:09:00 2012, 美东)
这季度,我看基本都散了吧。
上周我和个烂人说过,这季度ER主题思想就是谁出结果谁死,估计就是2~5%左右的下跌。
为什么泥?就是结果都不会太糟糕,但经过这么多个月的买盘,股价都疲惫了。
有希望往上爆破的,我就看到一个。等我周末的时候算算看再说。
有希望往下爆破的,我觉得有一个。但我自己都不太相信,所keep to myself吧。
发信人: chinook (Base Loaded), 信区: Chinook
标 题: Re: 这季度ER bet
发信站: BBS 未名空间站 (Wed Apr 18 16:28:40 2012, 美东)
小样,被你看出来了,那就胡喷下。
Upside:AMZN
for the past few months, Amzn didn't move that much. today its strength show
some
sign.
Down side, PCLN could get a 10% off, their main business is in Europe and
I would bit surprise if they don't get hit, but well, if the sector is up,
then PCLN still have lots room to grow, kind of why I am not sure.
AAPL could get hit by ipad sale as well, I dont think there ipad sale is
good, and their iphone margin may expect drop (due to the reduced moeny from
). This may reflect in their forecast.
The thing is you all know I am fan of AMZN and basher of AAPl, so do
consider 我被蒙蔽住了双眼。
发信人: chinook (Base Loaded), 信区: Chinook
标 题: Re: 这季度ER bet
发信站: BBS 未名空间站 (Thu Apr 19 12:53:30 2012, 美东)
说得好。
美国国内是warm up起来了,但出口还是比较让人担心。欧洲不说了,资源萎靡的话,
金砖国家也不灵光。SP500大部分还是靠出口。
不得不说,O8和大本这几年还是搞得很牛叉的。 |
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