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10-09 14:07
$TSUGAMI CHINA(01651)$
盲炳
10-09 14:07
$LEN.HK 20261029 31.00 CALL$
盲炳
10-09 14:07
$LEN.HK 20261029 31.00 CALL$
盲炳
10-09 13:36
$TSUGAMI CHINA(01651)$
盲炳
10-09 10:48
$3SBIO(01530)$
盲炳
10-05
$ROBOTECHNIK(03757)$
盲炳
10-05
$兆易創新(03986)$
盲炳
10-02
$AKESO(09926)$
盲炳
09-30
$ROBOTECHNIK(03757)$
盲炳
09-29
$Z.AI(02513)$
盲炳
09-29
$LENOVO GROUP(00992)$
盲炳
09-29
$AKESO(09926)$
盲炳
09-29
$AKESO(09926)$
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09-29
$AKESO(09926)$
盲炳
09-29
$KINWONG(03228)$
盲炳
09-28
$META 20251031 765.0 CALL$
盲炳
09-28
$兆易創新(03986)$
盲炳
09-28
$DIRECT DRIVE(06731)$
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09-23
$VGT(02476)$
盲炳
09-22
$LEN.HK 20260929 34.00 PUT$
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</a>","text":"$VGT(02476)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":9,"link":"https://ttm.financial/post/610818676892008","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":610231277211936,"gmtCreate":1790008926173,"gmtModify":1790682160080,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/LEN.HK 20260929 34.00 PUT\">$LEN.HK 20260929 34.00 PUT$ </a>","listText":"<a href=\"https://ttm.financial/OPT/LEN.HK 20260929 34.00 PUT\">$LEN.HK 20260929 34.00 PUT$ </a>","text":"$LEN.HK 20260929 34.00 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/610231277211936","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":537332142666376,"gmtCreate":1772205145631,"gmtModify":1772554067133,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20260302 395.0 PUT\">$TSLA 20260302 395.0 PUT$ </a>這是我人工操作的分享：我看好TSLA長期短期在$400有支持，所以我沽出了下星期一到期的TSLA認沽期權，行使價$395，收期權金$1.56[财迷] 希望不用接貨啦[贱笑] ","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20260302 395.0 PUT\">$TSLA 20260302 395.0 PUT$ 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</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$ </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":3928,"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,"idStr":"9000000000000639","authorIdStr":"9000000000000639"},"content":"$265 sell put is a stable move, but the volatility really needs to be watched","text":"$265 sell put is a stable 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[Great]","text":"Impressive strategy and insights! [Great]","html":"Impressive strategy and insights! [Great]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465656367755720,"gmtCreate":1754677587501,"gmtModify":1755326391238,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SMMT 20250815 25.0 PUT\">$SMMT 20250815 25.0 PUT$ </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\">$SMMT 20250815 25.0 PUT$ </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":4122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011028","authorId":"10000000000011028","name":"DeltaDrift","avatar":"https://community-static.tradeup.com/news/11d675a610354289230d3a2f6c6e4c88","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011028","authorIdStr":"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 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CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":797,"commentSize":6,"repostSize":432,"link":"https://ttm.financial/post/567312107088728","isVote":1,"tweetType":1,"viewCount":43041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552771204969328,"gmtCreate":1775921564395,"gmtModify":1775921566807,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/AAOI 20260417 140.0 PUT SELL 1 | AAOI 20260424 140.0 PUT BUY 1\">$AAOI CALENDAR 260417/260424 PUT 140.0/PUT 140.0$ </a>","listText":"<a href=\"https://ttm.financial/OPT/AAOI 20260417 140.0 PUT SELL 1 | AAOI 20260424 140.0 PUT BUY 1\">$AAOI CALENDAR 260417/260424 PUT 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</a>","text":"$ASTS 20260618 82.0 CALL$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":676,"commentSize":10,"repostSize":315,"link":"https://ttm.financial/post/574783365326496","isVote":1,"tweetType":1,"viewCount":30893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510396591079928,"gmtCreate":1765622251925,"gmtModify":1765622254720,"author":{"id":"4160043317841132","authorId":"4160043317841132","name":"盲炳","avatar":"https://community-static.tradeup.com/news/b36a6c05b78a7183f709007b5caf47ac","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4160043317841132","authorIdStr":"4160043317841132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/RBLX 20251212 89.0 PUT\">$RBLX 20251212 89.0 PUT$ </a>","listText":"<a href=\"https://ttm.financial/OPT/RBLX 20251212 89.0 PUT\">$RBLX 20251212 89.0 PUT$ </a>","text":"$RBLX 20251212 89.0 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