恭喜三心哥！你现在仓位多少%？有准备hedge Mag7 earnings吗？这两天老是被问要不要lend

来源: aloevera 于 2026-01-26 12:24:44 [] [旧帖] [给我悄悄话] 阅读数 : (91 bytes)

MAGS。感觉有人要short MAGS, 当然不排除是为了earnings hedge 需要。

所有跟帖： 

• Still 85% in market. Look at above SPX point for direction -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 01/26/2026 postreply 12:32:50

• Thanks! Will watch SPX closely. I have 70% in market -aloevera- ♀ 给 aloevera 发送悄悄话 (57 bytes) () 01/26/2026 postreply 12:38:25

• APP 到底有没有事？ -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 01/26/2026 postreply 12:39:34

• This is what I found on Reddit. I think it makes sense. -aloevera- ♀ 给 aloevera 发送悄悄话 (7501 bytes) () 01/26/2026 postreply 12:47:35

• So, it is worth a try? -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 01/26/2026 postreply 13:02:35

• I think you can add a little as a satellite position. YMYD -aloevera- ♀ 给 aloevera 发送悄悄话 (0 bytes) () 01/26/2026 postreply 13:11:18

• OK, I will probably sell some put first to start with -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 01/26/2026 postreply 13:17:23

• Good choice. I might do the same. -aloevera- ♀ 给 aloevera 发送悄悄话 (167 bytes) () 01/26/2026 postreply 13:24:57

• Capital Watch claimed it submitted forensic investigation to -aloevera- ♀ 给 aloevera 发送悄悄话 (419 bytes) () 01/26/2026 postreply 13:09:12

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