投資小白在亂世胡亂投資之路
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 291 | Founded | a year ago | Last Issue | 14 days ago |
| Active | Language |  Korean | |||
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甲骨文2027Q1財報
去年我會勸大家不要投ORCL，因為單純只為一個Open AI的話，而投入天價，甚至連底褲也拿出來投進去的話，那是一盤很危險的生意。正確來說是賭命。
直到上季持續觀察ORCL後，加上股價由高位跌至地獄般一樣時。我開始改變了我的想法，我不是認為不危險，而是機會合理了很多。特別是2026Q2財報後，當時OCI已經在增長，RPO更衝上$638B。最大的問題是，為了接住這批需求，ORCL需要投入的資金實在太大：FY2026全年自由現金流已跌至負$23.7B，管理層又預計FY2...
吃相難看的多空雙殺
造市的完美示範：
ORCL財報夜，何謂真正的多空雙殺
ORCL這次財報後的走勢，我認為是一個非常漂亮的造市案例。重點不是單純「財報好但股價跌」，而是整個期權市場在財報前後的定價、0DTE、巨大Call倉位，以及造市商的對沖需要，剛好全部撞在同一個時間點，形成了一場近乎完美的多空雙殺。
先看財報前的背景。市場本來就普遍預期ORCL今次財報會理想，股價在過去一個多星期亦已經累積了一段升幅，周中更一度升穿近期高位 $170。在這種氣氛下，多頭自然佔上風，Call的需求亦...
每月投資實盤操作更新 (9月5日)
最近小白寫少了很多文章，因為目前的網路資訊實在太多，分析文章看到眼花。
我從來沒有想過做寫手，股票網紅等等。
從來都只是希望分享一些想法，以及投資的操作方向。當然這事是很個人的，我不會永遠對，也不會永遠錯。真實才是唯一的賣點。
Duol 本月我是零操作，甚麼都沒有做過。
理想的是希望拿著1000股，隨他走向，可惜的是多次賣出Sell Put也沒有接回。
可能是命運的安排吧，笑死了。
本次建倉是由2026年1月開始，當時買在高位。本月甚...
露露不是賣少了瑜伽褲
Lululemon公布2026年第二季財報後，股價在盤後急跌約18%。
驟眼看，這份財報好像並沒有差得如此誇張。公司錄得每股盈利$2.92，明顯高於原有指引；毛利率亦按年上升200個基點至60.5%。
不是Beat嗎？問題是，這個Beat大部分來自一筆關稅退款。
公司今季收到$1.345億IEEPA關稅退款及相關利息，合共為每股盈利帶來$0.86貢獻，同時推高毛利率560個基點。換言之，若簡單扣除這項一次性收益，每股盈利其實只有約$2.06，低於去年同期的$3.10；毛...
$TENX 一天跌 90%的勇者股
現在入場的就是勇者
Tenax Therapeutics（$TENX）: 一家專注於心肺血管疾病的小型生物科技公司。
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