过去一年，股市小号总体收益率略超 100%。两个重注 $ZIM $JMIA 都没有带来回报，其中非洲电商 $JMIA 暴跌，给账户带来了巨亏，感觉公司快不行了。幸亏有一些短期的期权小赌获得了一点成果，把巨亏损填补上了。既然这样，等现货解套后，现货转保守，多玩期权算了。 最后，让我们一起衷心祝福持有 $JMIA 最多（目前 54 万股）的日本人 @NtWialNvGxnHaw0 。

前几天通过卖 put 的方式进货了 $BABA 现货，现在正在卖 call，等待出货。今天 $ZIM 也达到了我卖的 call 期权 strike 价格，现货的一半持仓将被 call 走。计划之中，不遗憾。

#Downgrades - Oct 02, 2024 $NKE: CFRA Downgrades to Hold from Buy - PT $89 $GRTS: Jones Trading Downgrades to Hold from Buy $SSTK: Citi Downgrades to Neutral from Buy - PT $2 (from $8) $GEV: Raymond James Downgrades to Market Perform from Outperform $PRMW: Raymond James Downgrades to Market Perform from Outperform $PBF: JPMorgan Downgrades to Neutral from Overweight - PT $40 (from $53) $HOG: Baird Downgrades to Neutral from Outperform - PT $40 (from $44) $MELI: JPMorgan Downgrades to Neutral from Overweight - PT $2,400 $FMBH: KBW Downgrades to Market Perform from Outperform - PT $42 $NTB: KBW Downgrades to Market Perform from Outperform - PT $41 (from $44) $ESQ: KBW Downgrades to Market Perform from Outperform - PT $72 (from $68) $TMUS: Raymond James Downgrades to Outperform from Strong Buy - PT $221 (from $208) $IBM: DZ Bank Downgrades to Hold from Buy - PT $215 $STTK: Needham Downgrades to Hold from Buy $SITC: Wells Fargo Downgrades to Equal Weight from Overweight - PT $19 $PVH: BofA Securities Downgrades to Neutral from Buy - PT $107 (from $130) $CRL: BofA Securities Downgrades to Neutral from Buy - PT $215 (from $250) $TEM: BofA Securities Downgrades to Neutral from Buy - PT $60 (from $45) $ZIM: Jefferies Downgrades to Hold from Buy - PT $25 $KZR: H.C. Wainwright Downgrades to Neutral from Buy $MBLY: BNP Paribas Exane Downgrades to Underperform from Neutral - PT $12 $GRTS: B.Riley Downgrades to Neutral from Buy - PT $1 (from $3)

股市小号，前些时差点玩完了，最惨的时候被强平了一些仓位。现在，活过来了。 $ZIM $JMIA $INTC

$JMIA 半年 4x $ZIM 半年 3x $TMF 暂没爆发，就等降息 我选的股票，数量不多，成功率 66%，倍数也高，配上期权，天上人间。

$ZIM 这是一家以色列船运公司，从90跌下来的。我的现货成本在 6.8，不到一周己经 8 块多了。现货不带劲，今天还入了点 call 期权。