悟空的花果山
03-04
现在割韭菜现象很明显
@期权小班长：
低端做空写报告，高端做空散布谣言
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<a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p><p>典型的事件型做空，越跌越恐慌，砸盘空间不好预测，不过也快到头了。</p><p>周一英伟达股价大跌8.69%，收盘114.06，周二开盘价格跌破110。</p><p>从期权开仓情况来看，头部看涨开仓远高于看跌，但意义不大。首先开仓期权到期日局限于本周到期，说明长线看涨没进，短线都在做波动率。</p><p>看跌情况也比较类似，不同之处在于开仓行权价很有跳跃性，不像看涨一样连贯。事件型做空也不需要连贯，怎么恐慌怎么买。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32f52c147e4ac8ec1ae9814c12825545\" tg-width=\"1038\" tg-height=\"1058\"></p><p>把本周到期期权按行权价排序可直观对比看涨看跌开仓情况。看跌开仓会更跳跃，比如本周到期90put开仓数量排名第二，以买入为主，有人在赌大暴跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ee44edbc16126ce3b43581e94c999be\" tg-width=\"1042\" tg-height=\"1058\"></p><p>看涨开仓第一129call <a href=\"https://laohu8.com/OPT/NVDA 20250307 129.0 CALL\">$NVDA 20250307 129.0 CALL$ </a> 开仓9.2万手，主要以卖出为主。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef436949122d0bb864733c1fa166cccd\" tg-width=\"1043\" tg-height=\"1675\"></p><p>看跌开仓第一110put <a href=\"https://laohu8.com/OPT/NVDA 20250307 110.0 PUT\">$NVDA 20250307 110.0 PUT$ </a> ，买卖方向都有，多空分歧较大。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8e544a98ffda65128afa701fd4aa07\" tg-width=\"1170\" tg-height=\"1879\"></p><p>值得注意的是，场内大单roll仓了put，到期日提前：平仓118 <a href=\"https://laohu8.com/OPT/NVDA 20250321 118.0 PUT\">$NVDA 20250321 118.0 PUT$ </a>，关仓1.6万手 ，开仓124 <a data-mention-id=\"NVDA 20250314 124.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250314%20124.0%20PUT\">$NVDA 20250314 124.0 PUT$</a> ，1.8万手。</p><p>按之前经验，到期日roll近说明下跌行情快到头了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7453931bc9c1ee6ecbab03e91890117\" tg-width=\"2516\" tg-height=\"160\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf88f9c6af3479b240a1bd10f9baf2f\" tg-width=\"884\" tg-height=\"1346\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/420393292c810ed86984ad4c48402f35\" tg-width=\"1170\" tg-height=\"1772\"></p><p>值得注意的是，<a href=\"https://laohu8.com/OPT/NVDA 20250321 118.0 PUT\">$NVDA 20250321 118.0 PUT$ </a>这次roll仓被关闭的仓位，很可能<a href=\"https://laohu8.com/TW/398236800041576\" title=\"是我们之前介绍过买入跨式策略采购哥的持仓\" target=\"_blank\">是我们之前介绍过买入跨式策略采购哥的持仓</a>，那这件事就很有意思了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e7432226acdb4678c294d9aff6457f3\" tg-width=\"1035\" tg-height=\"1517\"></p><p>总之吧，英伟达暴跌肯定是受到供应链消息影响。但是呢，台积电砍单这个传闻，刚好发生在英伟达财报后，刚好发生在关税加征决定前，又刚好有一批精准末日put买入做空，然后股价一跌所有人都恐慌了，大v也恐慌了，华尔街洗盘目的也达到了。</p><p>我先说结论，英伟达这次暴跌就是人为做空，有钱就抄底，没钱也不用割肉。等明天写个事件复盘。</p><p> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </p><p>很抽象，有人买700的call，还有人买195的put。我以为大家能在250以上达成共识，并没有。感觉回到2017年，空头始终觉得价格不够低。</p><p>本周sell call好说卖310，下限目前来看是250。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79dc28b10a986418ff8972971681c04b\" tg-width=\"1042\" tg-height=\"640\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p><p>典型的事件型做空，越跌越恐慌，砸盘空间不好预测，不过也快到头了。</p><p>周一英伟达股价大跌8.69%，收盘114.06，周二开盘价格跌破110。</p><p>从期权开仓情况来看，头部看涨开仓远高于看跌，但意义不大。首先开仓期权到期日局限于本周到期，说明长线看涨没进，短线都在做波动率。</p><p>看跌情况也比较类似，不同之处在于开仓行权价很有跳跃性，不像看涨一样连贯。事件型做空也不需要连贯，怎么恐慌怎么买。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32f52c147e4ac8ec1ae9814c12825545\" tg-width=\"1038\" tg-height=\"1058\"></p><p>把本周到期期权按行权价排序可直观对比看涨看跌开仓情况。看跌开仓会更跳跃，比如本周到期90put开仓数量排名第二，以买入为主，有人在赌大暴跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ee44edbc16126ce3b43581e94c999be\" tg-width=\"1042\" tg-height=\"1058\"></p><p>看涨开仓第一129call <a href=\"https://laohu8.com/OPT/NVDA 20250307 129.0 CALL\">$NVDA 20250307 129.0 CALL$ </a> 开仓9.2万手，主要以卖出为主。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef436949122d0bb864733c1fa166cccd\" tg-width=\"1043\" tg-height=\"1675\"></p><p>看跌开仓第一110put <a href=\"https://laohu8.com/OPT/NVDA 20250307 110.0 PUT\">$NVDA 20250307 110.0 PUT$ </a> ，买卖方向都有，多空分歧较大。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8e544a98ffda65128afa701fd4aa07\" tg-width=\"1170\" tg-height=\"1879\"></p><p>值得注意的是，场内大单roll仓了put，到期日提前：平仓118 <a href=\"https://laohu8.com/OPT/NVDA 20250321 118.0 PUT\">$NVDA 20250321 118.0 PUT$ </a>，关仓1.6万手 ，开仓124 <a data-mention-id=\"NVDA 20250314 124.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250314%20124.0%20PUT\">$NVDA 20250314 124.0 PUT$</a> ，1.8万手。</p><p>按之前经验，到期日roll近说明下跌行情快到头了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7453931bc9c1ee6ecbab03e91890117\" tg-width=\"2516\" tg-height=\"160\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf88f9c6af3479b240a1bd10f9baf2f\" tg-width=\"884\" tg-height=\"1346\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/420393292c810ed86984ad4c48402f35\" tg-width=\"1170\" tg-height=\"1772\"></p><p>值得注意的是，<a href=\"https://laohu8.com/OPT/NVDA 20250321 118.0 PUT\">$NVDA 20250321 118.0 PUT$ </a>这次roll仓被关闭的仓位，很可能<a href=\"https://laohu8.com/TW/398236800041576\" title=\"是我们之前介绍过买入跨式策略采购哥的持仓\" target=\"_blank\">是我们之前介绍过买入跨式策略采购哥的持仓</a>，那这件事就很有意思了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e7432226acdb4678c294d9aff6457f3\" tg-width=\"1035\" tg-height=\"1517\"></p><p>总之吧，英伟达暴跌肯定是受到供应链消息影响。但是呢，台积电砍单这个传闻，刚好发生在英伟达财报后，刚好发生在关税加征决定前，又刚好有一批精准末日put买入做空，然后股价一跌所有人都恐慌了，大v也恐慌了，华尔街洗盘目的也达到了。</p><p>我先说结论，英伟达这次暴跌就是人为做空，有钱就抄底，没钱也不用割肉。等明天写个事件复盘。</p><p> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </p><p>很抽象，有人买700的call，还有人买195的put。我以为大家能在250以上达成共识，并没有。感觉回到2017年，空头始终觉得价格不够低。</p><p>本周sell call好说卖310，下限目前来看是250。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79dc28b10a986418ff8972971681c04b\" tg-width=\"1042\" tg-height=\"640\"></p><p></p></body></html>","text":"$英伟达(NVDA)$ 典型的事件型做空，越跌越恐慌，砸盘空间不好预测，不过也快到头了。 周一英伟达股价大跌8.69%，收盘114.06，周二开盘价格跌破110。 从期权开仓情况来看，头部看涨开仓远高于看跌，但意义不大。首先开仓期权到期日局限于本周到期，说明长线看涨没进，短线都在做波动率。 看跌情况也比较类似，不同之处在于开仓行权价很有跳跃性，不像看涨一样连贯。事件型做空也不需要连贯，怎么恐慌怎么买。 把本周到期期权按行权价排序可直观对比看涨看跌开仓情况。看跌开仓会更跳跃，比如本周到期90put开仓数量排名第二，以买入为主，有人在赌大暴跌。 看涨开仓第一129call $NVDA 20250307 129.0 CALL$ 开仓9.2万手，主要以卖出为主。 看跌开仓第一110put $NVDA 20250307 110.0 PUT$ ，买卖方向都有，多空分歧较大。 值得注意的是，场内大单roll仓了put，到期日提前：平仓118 $NVDA 20250321 118.0 PUT$ ，关仓1.6万手 ，开仓124 $NVDA 20250314 124.0 PUT$ ，1.8万手。 按之前经验，到期日roll近说明下跌行情快到头了。 值得注意的是，$NVDA 20250321 118.0 PUT$ 这次roll仓被关闭的仓位，很可能是我们之前介绍过买入跨式策略采购哥的持仓，那这件事就很有意思了。 总之吧，英伟达暴跌肯定是受到供应链消息影响。但是呢，台积电砍单这个传闻，刚好发生在英伟达财报后，刚好发生在关税加征决定前，又刚好有一批精准末日put买入做空，然后股价一跌所有人都恐慌了，大v也恐慌了，华尔街洗盘目的也达到了。 我先说结论，英伟达这次暴跌就是人为做空，有钱就抄底，没钱也不用割肉。等明天写个事件复盘。 $特斯拉(TSLA)$ 很抽象，有人买700的call，还有人买195的put。我以为大家能在250以上达成共识，并没有。感觉回到2017年，空头始终觉得价格不够低。 本周sell call好说卖310，下限目前来看是250。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/409966718447848","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1378,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1082,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":20,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/409965821657416"}
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