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← @btcbears

$NVDA

BULLISH2026-06-01
Price around the call
↑ 2026-06-01
By horizon✗ miss-10.8%
1d
✗ -2.9%
5d
✗ -3.5%
21d
✗ -10.8%
Original post
旺牛牛仔 · 2026-06-01

#港美互联网LOF(160644)今天最后一批申购份额到账出货。 从明天开始,套利大军没了。 现在为什么跌? 因为场内申购净值2块,二级市场2块4,套利盘疯狂申购然后卖出砸盘,溢价从25%一路压到现在。 但上周申购通道已经关了,新的砸盘筹码不会再来了。 港美持仓: 台积电 $TSM 英伟达 $NVDA 谷歌 $GOOG $DRAM 存储ETF 这些东西天天创新高。 底层资产在涨,套利抛压消失,溢价重新打开只是时间问题。 拿住。

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