七月股票期權倉（19th updates) 累積long call中

昨晚出席皮老闆 吹水group嘅聚會，感覺非常美妙。雖然大部分group 友都係首次見面，但因為一起吹水左一段時間，無形之中已經建立了一定認識、一些默契、一份友誼。

大多group 友見到本熊時嘅眼神是奇妙的，好像見到一個成日出入戰場的老兵，在槍林彈雨中以自身微小的力量，繼續向目標進發。當僥倖生還番返回安全境地時，便會彼此述說所經歷的事情，然後便躊躇滿志期待下一段歴奇。

本熊寫blog 的初心便是如此 - 找到志同道合的夥伴、分享自己的經驗/ 操作，若有任何人從中有所得著 (通常失敗經驗最有教學意義) 本熊便於願足矣。


回說市況，七月至目前仍是低成交、窄波幅的表現。按圖表派解説是typical 三角形走勢，好淡爭持不分高下中，要有新引子方可有明確方向 (啟動爆邊行程)。咁最大變數一定係貿談進展，目前還是預期反覆中；另一狀況係放水計劃 (不獨美帝而是全球性的) 各國因應貿戰影響的經濟轉弱，紛紛減息放水以自保，是為貨幣戰的觸發點。外加美國的債務懸崖 - Trump 帝退稅政策加劇的財赤問題、關稅大棒擴大的貿赤問題，在在顯示Trump 帝經濟學正在步向破產的邊緣。

作為大户若明確市場再玩不下去了要派貨出逃，所需要的便是啟動牛三行程，用以吸納足夠能量，找到足夠多的替死鬼去。


操作方面，美股玩到26th Jul 便會稍事休息，直至減息落實/ 市況回調後才重新開始。至於較弱的港股 (其實覺得科技類暗強中)，本熊正按games on 計劃一直累積long call (彩票)，七月儲九月期、下月儲十月期般伸延落去，long call 成本會以即月所得完全write off，若失敗便當獎券落空，直至見証大花火的出現。

七月開倉（19th Jul）

TSLA: 
; 24/6 sold Jul05 195 put @1.0% (premium forfeited)

; 1/7 sold Jul12 205 put @1.51% (premium forfeited)
; 10/7 sold Jul19 215 put @0.51% (premium forfeited)
; 15/7 sold Jul26 217.5 put @0.97%

175:

; 2/7 sold Jul30 15 call @0.39%
; 5/7 sold Jul30 12 put @0.45%
; 5/7 sold Jul30 11.5 put @0.24%
; 5/7 bought Sep27 16 call @-1.18%

17:
; 27/6 sold Jul30 12 put @0.69%

AAPL:

; 28/6 sold Jul05 190 put @0.46% (premium forfeited)
; 28/6 sold Jul05 195 call @2.0% (covered, stock being called)
; 28/6 bought Jul05 205 call @-0.64% (3/7 sold @0.24%)

; 1/7 sold Jul12 195 put @0.45% (premium forfeited)

NTNX:
; 18/6 sold Jul05 30 call @0.33% (premium forfeited)
; 26/6 sold Jul05 24 put @0.64% (premium forfeited)
; 5/7 sold Jul19 24 put @0.56% (premium forfeited)
; 8/7 sold Jul19 27.5 call @0.40% (11/7 bought @-1.56%)
; 11/7 sold Jul19 26 put @0.40% (19/7 bought @-1.41%)
; 11/7 sold Jul26 28.5 call @1.10%
; 19/7 sold Jul26 25.5 put @1.29%

BABA:
; 21/6 sold Jul05 177.5 call @1.05% (1/7 bought @-1.72%)

; 1/7 sold Jul12 180 call @1.62% (premium forfeited)

; 1/7 sold Jul12 170 put @0.80% (12/7 bought @-1.19%)
; 8/7 sold Jul12 175 call @0.20% (premium forfeited)
; 12/7 sold Jul19 170 put @2.12% (premium forfeited)
; 15/7 sold Jul26 180 call @0.44%
; 15/7 sold Jul26 167.5 put @0.82%
; 16/7 sold Jul26 170 put @0.80%

700:

; 2/7 sold Jul30 350 put @0.74%

; 2/7 bought Jul30 380 call @-0.98%

; 2/7 sold Sep27 340 put @1.38%

; 2/7 bought Sep27 400 call @-1.64%

3698:
; 25/6 sold Jul30 35 put @1.38%

BYND:
; 28/6 sold Jul05 142 put @0.82% (premium forfeited)
; 5/7 sold Jul12 138 put @0.40% (premium forfeited)
; 12/7 sold Jul26 140 put @0.76%

1810:
; 3/7 bought Sep27 12.5 call @-0.93%

6030:
; 5/7 bought Sep27 19 call @-0.87%

939:
; 8/7 sold Sep27 5.75 put @0.66%
; 8/7 bought Sep27 6.75 call @-1.19%

2382:
; 11/7 sold Sep27 75 put @1,69%
; 11/7 bought Sep27 100 call @-2.45%