反常识豪赌！神秘交易员押注奈飞“竞购失败”反成利好，1400万美元期权布局曝光

智通财经02-26

2月26日，据期权市场数据显示，一位神秘交易员近日建立了一笔价值近1400万美元的奇特头寸，押注流媒体巨头奈飞(NFLX.US)即便在竞购华纳兄弟探索公司(WBD.US)的角逐中落败，其股价仍可能迎来上涨。具体操作上，该投机者于周三买入5.5万份奈飞5月到期的90美元看涨期权，同时卖出同等数量的105美元看涨期权，以此部分冲抵权利金成本。这种期权价差策略合约单价约2.51美元，合计权利金支出达...

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hitquartz
02-26
hitquartz
难道就不能是因为看好收购成功而建一个牛市价差？
hitquartz
02-26
hitquartz
看起来就是普通的牛市看涨垂直价差策略，这个策略就是温和看涨的，而涨的原因和策略无关。不明白那里能得出他是认为即使收购失败股价也会上涨而建的这个仓位的？

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Mysterious trader bets that Netflix's \"failed bid\" turns out to be positive, and the $14 million option layout is exposed","themeId":"aee8cc057f2e4eaa230e909200439f08","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/64d6920ed78cff69b4e236a8ac97bd65","symbols_score_info":{"NFLX":2},"content_text":"2月26日，据期权市场数据显示，一位神秘交易员近日建立了一笔价值近1400万美元的奇特头寸，押注流媒体巨头奈飞(NFLX.US)即便在竞购华纳兄弟探索公司(WBD.US)的角逐中落败，其股价仍可能迎来上涨。具体操作上，该投机者于周三买入5.5万份奈飞5月到期的90美元看涨期权，同时卖出同等数量的105美元看涨期权，以此部分冲抵权利金成本。这种期权价差策略合约单价约2.51美元，合计权利金支出达1380万美元。若奈飞股价从当前83美元水平启动涨势，该策略将赋予持有者以特定价格购入550万股股票的权利。事件背景方面，派拉蒙天舞公司(PSKY.US)周二提出每股31美元的新收购要约，较奈飞此前与华纳兄弟达成的每股27.75美元协议更具竞争力。尽管华纳兄弟尚未撤销对奈飞收购方案的支持建议，但承认派拉蒙的最新报价已达到进一步磋商的触发条件。根据协议，若奈飞竞购失败，将可获得28亿美元的分手费。受此刺激，奈飞股价周三飙升6%，创下四月以来最大单日涨幅。JonesTrading事件驱动策略专家指出，该期权组合的巧妙之处在于，若派拉蒙最终胜出反而可能引发奈飞股价反弹。假设5月15日期权到期前奈飞股价飙升30%，该头寸理论最大收益可达6800万美元;即使仅是温和上涨，隐含波动率的提升也足以让交易员获利了结。Water Island Capital并购套利基金经理分析认为，这显示有投资者预期奈飞可能选择主动终止交易。值得注意的是， Politico爆料奈飞CEO萨兰多斯周四将造访白宫商议收购事宜，这被市场解读为\"奈飞可能尚未完全放弃提高报价\"的信号。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":536901316321304,"gmtCreate":1772100291405,"gmtModify":1772100293708,"author":{"id":"3492806989810963","authorId":"3492806989810963","name":"hitquartz","avatar":"https://static.tigerbbs.com/21f0d199656748a77e87e8e4c1528bc3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3492806989810963","idStr":"3492806989810963"},"htmlText":"难道就不能是因为看好收购成功而建一个牛市价差？","listText":"难道就不能是因为看好收购成功而建一个牛市价差？","text":"难道就不能是因为看好收购成功而建一个牛市价差？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536901316321304","repostId":2614068668,"repostType":4,"repost":{"id":"2614068668","kind":"news","pubTimestamp":1772063318,"share":"https://www.laohu8.com/m/news/2614068668?lang=zh_CN&edition=full","pubTime":"2026-02-26 07:48","market":"us","language":"zh","title":"反常识豪赌！神秘交易员押注奈飞“竞购失败”反成利好，1400万美元期权布局曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2614068668","media":"智通财经","summary":"智通财经APP获悉，据期权市场数据显示，一位神秘交易员近日建立了一笔价值近1400万美元的奇特头寸，押注流媒体巨头奈飞即便在竞购华纳兄弟探索公司的角逐中落败，其股价仍可能迎来上涨。尽管华纳兄弟尚未撤销对奈飞收购方案的支持建议，但承认派拉蒙的最新报价已达到进一步磋商的触发条件。根据协议，若奈飞竞购失败，将可获得28亿美元的分手费。","content":"<html><head></head><body><p>2月26日，据期权市场数据显示，一位神秘交易员近日建立了一笔价值近1400万美元的奇特头寸，押注流媒体巨头<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>(NFLX.US)即便在竞购华纳兄弟探索公司(WBD.US)的角逐中落败，其股价仍可能迎来上涨。</p><p>具体操作上，该投机者于周三买入5.5万份奈飞5月到期的90美元看涨期权，同时卖出同等数量的105美元看涨期权，以此部分冲抵权利金成本。这种期权价差策略合约单价约2.51美元，合计权利金支出达1380万美元。若奈飞股价从当前83美元水平启动涨势，该策略将赋予持有者以特定价格购入550万股股票的权利。</p><p>事件背景方面，派拉蒙天舞公司(PSKY.US)周二提出每股31美元的新收购要约，较奈飞此前与华纳兄弟达成的每股27.75美元协议更具竞争力。</p><p>尽管华纳兄弟尚未撤销对奈飞收购方案的支持建议，但承认派拉蒙的最新报价已达到进一步磋商的触发条件。根据协议，若奈飞竞购失败，将可获得28亿美元的分手费。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00830f67b4f7f821ad3d2c71f24bc7d4\" tg-width=\"595\" tg-height=\"393\"/></p><p>受此刺激，奈飞股价周三飙升6%，创下四月以来最大单日涨幅。JonesTrading事件驱动策略专家指出，该期权组合的巧妙之处在于，若派拉蒙最终胜出反而可能引发奈飞股价反弹。</p><p>假设5月15日期权到期前奈飞股价飙升30%，该头寸理论最大收益可达6800万美元;即使仅是温和上涨，隐含波动率的提升也足以让交易员获利了结。</p><p>Water Island Capital并购套利基金经理分析认为，这显示有投资者预期奈飞可能选择主动终止交易。值得注意的是， Politico爆料奈飞CEO萨兰多斯周四将造访白宫商议收购事宜，这被市场解读为&#34;奈飞可能尚未完全放弃提高报价&#34;的信号。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>反常识豪赌！神秘交易员押注奈飞“竞购失败”反成利好，1400万美元期权布局曝光</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n反常识豪赌！神秘交易员押注奈飞“竞购失败”反成利好，1400万美元期权布局曝光\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-26 07:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1407366.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月26日，据期权市场数据显示，一位神秘交易员近日建立了一笔价值近1400万美元的奇特头寸，押注流媒体巨头奈飞(NFLX.US)即便在竞购华纳兄弟探索公司(WBD.US)的角逐中落败，其股价仍可能迎来上涨。具体操作上，该投机者于周三买入5.5万份奈飞5月到期的90美元看涨期权，同时卖出同等数量的105美元看涨期权，以此部分冲抵权利金成本。这种期权价差策略合约单价约2.51美元，合计权利金支出达...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1407366.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2224e6b43e75f835dbd8bb6d8c4972c","relate_stocks":{"SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4548":"巴美列捷福持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" 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(HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1407366.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614068668","content_text":"2月26日，据期权市场数据显示，一位神秘交易员近日建立了一笔价值近1400万美元的奇特头寸，押注流媒体巨头奈飞(NFLX.US)即便在竞购华纳兄弟探索公司(WBD.US)的角逐中落败，其股价仍可能迎来上涨。具体操作上，该投机者于周三买入5.5万份奈飞5月到期的90美元看涨期权，同时卖出同等数量的105美元看涨期权，以此部分冲抵权利金成本。这种期权价差策略合约单价约2.51美元，合计权利金支出达1380万美元。若奈飞股价从当前83美元水平启动涨势，该策略将赋予持有者以特定价格购入550万股股票的权利。事件背景方面，派拉蒙天舞公司(PSKY.US)周二提出每股31美元的新收购要约，较奈飞此前与华纳兄弟达成的每股27.75美元协议更具竞争力。尽管华纳兄弟尚未撤销对奈飞收购方案的支持建议，但承认派拉蒙的最新报价已达到进一步磋商的触发条件。根据协议，若奈飞竞购失败，将可获得28亿美元的分手费。受此刺激，奈飞股价周三飙升6%，创下四月以来最大单日涨幅。JonesTrading事件驱动策略专家指出，该期权组合的巧妙之处在于，若派拉蒙最终胜出反而可能引发奈飞股价反弹。假设5月15日期权到期前奈飞股价飙升30%，该头寸理论最大收益可达6800万美元;即使仅是温和上涨，隐含波动率的提升也足以让交易员获利了结。Water Island Capital并购套利基金经理分析认为，这显示有投资者预期奈飞可能选择主动终止交易。值得注意的是， Politico爆料奈飞CEO萨兰多斯周四将造访白宫商议收购事宜，这被市场解读为\"奈飞可能尚未完全放弃提高报价\"的信号。","news_type":1,"symbols_score_info":{"NFLX":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":536908201412240,"gmtCreate":1772100192681,"gmtModify":1772100195123,"author":{"id":"3492806989810963","authorId":"3492806989810963","name":"hitquartz","avatar":"https://static.tigerbbs.com/21f0d199656748a77e87e8e4c1528bc3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3492806989810963","idStr":"3492806989810963"},"htmlText":"看起来就是普通的牛市看涨垂直价差策略，这个策略就是温和看涨的，而涨的原因和策略无关。不明白那里能得出他是认为即使收购失败股价也会上涨而建的这个仓位的？","listText":"看起来就是普通的牛市看涨垂直价差策略，这个策略就是温和看涨的，而涨的原因和策略无关。不明白那里能得出他是认为即使收购失败股价也会上涨而建的这个仓位的？","text":"看起来就是普通的牛市看涨垂直价差策略，这个策略就是温和看涨的，而涨的原因和策略无关。不明白那里能得出他是认为即使收购失败股价也会上涨而建的这个仓位的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536908201412240","repostId":2614068668,"repostType":4,"repost":{"id":"2614068668","kind":"news","pubTimestamp":1772063318,"share":"https://www.laohu8.com/m/news/2614068668?lang=zh_CN&edition=full","pubTime":"2026-02-26 07:48","market":"us","language":"zh","title":"反常识豪赌！神秘交易员押注奈飞“竞购失败”反成利好，1400万美元期权布局曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2614068668","media":"智通财经","summary":"智通财经APP获悉，据期权市场数据显示，一位神秘交易员近日建立了一笔价值近1400万美元的奇特头寸，押注流媒体巨头奈飞即便在竞购华纳兄弟探索公司的角逐中落败，其股价仍可能迎来上涨。尽管华纳兄弟尚未撤销对奈飞收购方案的支持建议，但承认派拉蒙的最新报价已达到进一步磋商的触发条件。根据协议，若奈飞竞购失败，将可获得28亿美元的分手费。","content":"<html><head></head><body><p>2月26日，据期权市场数据显示，一位神秘交易员近日建立了一笔价值近1400万美元的奇特头寸，押注流媒体巨头<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>(NFLX.US)即便在竞购华纳兄弟探索公司(WBD.US)的角逐中落败，其股价仍可能迎来上涨。</p><p>具体操作上，该投机者于周三买入5.5万份奈飞5月到期的90美元看涨期权，同时卖出同等数量的105美元看涨期权，以此部分冲抵权利金成本。这种期权价差策略合约单价约2.51美元，合计权利金支出达1380万美元。若奈飞股价从当前83美元水平启动涨势，该策略将赋予持有者以特定价格购入550万股股票的权利。</p><p>事件背景方面，派拉蒙天舞公司(PSKY.US)周二提出每股31美元的新收购要约，较奈飞此前与华纳兄弟达成的每股27.75美元协议更具竞争力。</p><p>尽管华纳兄弟尚未撤销对奈飞收购方案的支持建议，但承认派拉蒙的最新报价已达到进一步磋商的触发条件。根据协议，若奈飞竞购失败，将可获得28亿美元的分手费。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00830f67b4f7f821ad3d2c71f24bc7d4\" tg-width=\"595\" tg-height=\"393\"/></p><p>受此刺激，奈飞股价周三飙升6%，创下四月以来最大单日涨幅。JonesTrading事件驱动策略专家指出，该期权组合的巧妙之处在于，若派拉蒙最终胜出反而可能引发奈飞股价反弹。</p><p>假设5月15日期权到期前奈飞股价飙升30%，该头寸理论最大收益可达6800万美元;即使仅是温和上涨，隐含波动率的提升也足以让交易员获利了结。</p><p>Water Island Capital并购套利基金经理分析认为，这显示有投资者预期奈飞可能选择主动终止交易。值得注意的是， Politico爆料奈飞CEO萨兰多斯周四将造访白宫商议收购事宜，这被市场解读为&#34;奈飞可能尚未完全放弃提高报价&#34;的信号。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>反常识豪赌！神秘交易员押注奈飞“竞购失败”反成利好，1400万美元期权布局曝光</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1407366.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2224e6b43e75f835dbd8bb6d8c4972c","relate_stocks":{"SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4548":"巴美列捷福持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" 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(HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1407366.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614068668","content_text":"2月26日，据期权市场数据显示，一位神秘交易员近日建立了一笔价值近1400万美元的奇特头寸，押注流媒体巨头奈飞(NFLX.US)即便在竞购华纳兄弟探索公司(WBD.US)的角逐中落败，其股价仍可能迎来上涨。具体操作上，该投机者于周三买入5.5万份奈飞5月到期的90美元看涨期权，同时卖出同等数量的105美元看涨期权，以此部分冲抵权利金成本。这种期权价差策略合约单价约2.51美元，合计权利金支出达1380万美元。若奈飞股价从当前83美元水平启动涨势，该策略将赋予持有者以特定价格购入550万股股票的权利。事件背景方面，派拉蒙天舞公司(PSKY.US)周二提出每股31美元的新收购要约，较奈飞此前与华纳兄弟达成的每股27.75美元协议更具竞争力。尽管华纳兄弟尚未撤销对奈飞收购方案的支持建议，但承认派拉蒙的最新报价已达到进一步磋商的触发条件。根据协议，若奈飞竞购失败，将可获得28亿美元的分手费。受此刺激，奈飞股价周三飙升6%，创下四月以来最大单日涨幅。JonesTrading事件驱动策略专家指出，该期权组合的巧妙之处在于，若派拉蒙最终胜出反而可能引发奈飞股价反弹。假设5月15日期权到期前奈飞股价飙升30%，该头寸理论最大收益可达6800万美元;即使仅是温和上涨，隐含波动率的提升也足以让交易员获利了结。Water Island Capital并购套利基金经理分析认为，这显示有投资者预期奈飞可能选择主动终止交易。值得注意的是， Politico爆料奈飞CEO萨兰多斯周四将造访白宫商议收购事宜，这被市场解读为\"奈飞可能尚未完全放弃提高报价\"的信号。","news_type":1,"symbols_score_info":{"NFLX":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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