苹果和spy qqq_老虎社区_美港股上老虎 - 老虎社区

苹果和spy qqq也说一说，谢谢

@期权小班长：携程能不能抄底

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":522261734662392,"tweetId":"522261734662392","gmtCreate":1768496481830,"gmtModify":1768496485800,"author":{"id":3453969031139320,"idStr":"3453969031139320","authorId":3453969031139320,"authorIdStr":"3453969031139320","name":"核桃园","avatar":"https://static.tigerbbs.com/25fedf9b900eb319d6ac642e872d7651","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":103,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>苹果和spy qqq也说一说，谢谢</body></html>","htmlText":"<html><head></head><body>苹果和spy qqq也说一说，谢谢</body></html>","text":"苹果和spy qqq也说一说，谢谢","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/522261734662392","repostId":522085392068864,"repostType":1,"repost":{"magic":2,"id":522085392068864,"tweetId":"522085392068864","gmtCreate":1768495805798,"gmtModify":1768495817708,"author":{"id":3527667590215376,"idStr":"3527667590215376","authorId":3527667590215376,"authorIdStr":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","vip":2,"userType":2,"introduction":"最简单的期权策略实践者","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","templateUuid":"99ab5418acee46419c22b9c7ac12257b","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.02","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.08","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":36735,"starInvestorFlag":false},"themes":[{"themeId":"bc6e8e4b405b43429905237d8c15ff4c","categoryId":"20b8d1944bae4805b371322c2ab986d4","name":"期权Q&A：期权知识，你问我答","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":bc6e8e4b405b43429905237d8c15ff4c}&rnconfig={\"headerBarHidden\": true}","description":"你想知道的期权知识都在这里，咨询期权问题@期权小助手","image":"https://static.tigerbbs.com/672d6bc9cf055ebef009d5ee69bfef82"}],"images":[{"img":"https://static.tigerbbs.com/dcf5aa3b06e1f859832bbaa78adf041e","width":"2620","height":"158"},{"img":"https://static.tigerbbs.com/f67ee376fcbd7405bc20610f8cd45b81","width":"2618","height":"112"},{"img":"https://static.tigerbbs.com/485f55cab5297245cc30387c8087b4e2","width":"2614","height":"214"},{"img":"https://static.tigerbbs.com/2a8940d64288552f3e83f7e80c05a454","width":"1044","height":"1060"},{"img":"https://static.tigerbbs.com/47a3c605d0a6989897ee890d652ccd90","width":"1038","height":"956"},{"img":"https://static.tigerbbs.com/24362bc6c89eb95bb2457d7565a23d11","width":"1044","height":"544"}],"coverImages":[{"img":"https://static.tigerbbs.com/dcf5aa3b06e1f859832bbaa78adf041e","width":"2620","height":"158"},{"img":"https://static.tigerbbs.com/f67ee376fcbd7405bc20610f8cd45b81","width":"2618","height":"112"},{"img":"https://static.tigerbbs.com/485f55cab5297245cc30387c8087b4e2","width":"2614","height":"214"}],"title":"携程能不能抄底","html":"<html><head></head><body><p>周三出现一堆莫名其妙的AI板块看跌大单，买入看跌期权开仓量级非常惊人，达到几百万甚至几千万美元，时间点指向春节前。</p><p>涉及标的包括台积电，甲骨文，博通，半导体ETF SOXX： </p><p><a data-mention-id=\"TSM 20260220 330.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSM\" href=\"https://laohu8.com/OPT/TSM%2020260220%20330.0%20PUT\">$TSM 20260220 330.0 PUT$</a> </p><p><a data-mention-id=\"TSM 20260220 320.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSM\" href=\"https://laohu8.com/OPT/TSM%2020260220%20320.0%20PUT\">$TSM 20260220 320.0 PUT$</a> </p><p><a data-mention-id=\"ORCL 20260213 160.0 PUT\" class=\"teditor-mention\" data-mention-name=\"ORCL\" href=\"https://laohu8.com/OPT/ORCL%2020260213%20160.0%20PUT\">$ORCL 20260213 160.0 PUT$</a> </p><p><a data-mention-id=\"AVGO 20260320 240.0 PUT\" class=\"teditor-mention\" data-mention-name=\"AVGO\" href=\"https://laohu8.com/OPT/AVGO%2020260320%20240.0%20PUT\">$AVGO 20260320 240.0 PUT$</a>  </p><p><a data-mention-id=\"SOXX 20260220 310.0 PUT\" class=\"teditor-mention\" data-mention-name=\"SOXX\" href=\"https://laohu8.com/OPT/SOXX%2020260220%20310.0%20PUT\">$SOXX 20260220 310.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf5aa3b06e1f859832bbaa78adf041e\" tg-width=\"2620\" tg-height=\"158\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f67ee376fcbd7405bc20610f8cd45b81\" tg-width=\"2618\" tg-height=\"112\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/485f55cab5297245cc30387c8087b4e2\" tg-width=\"2614\" tg-height=\"214\"></p><p>特别是台积电这个看跌大单布局的时间点很尴尬，不排除空头可能预计周四行情是高开低走，结果没想到台积电大超预期。</p><p>总之目前还没有明确的看空思路，先马克一下，后面继续观察。</p><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>从看跌开仓来看，英伟达下周预期甚至到2月中旬之前的预期也不太好，有回调160的预期，看空理由同样不明确。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a8940d64288552f3e83f7e80c05a454\" tg-width=\"1044\" tg-height=\"1060\"></p><p> <a data-mention-id=\"TCOM\" class=\"teditor-mention\" data-mention-name=\"携程网\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a> </p><p>周三，因为被反垄断立案调查，携程暴跌暴跌了17%。目前来看主营业务不受影响，但不知道后面以年为单位进行的反垄断调查会如何罚款和整改，也不知道整改后携程还能否保留72%的市场份额。总之看起来至少几个月的时间携程很难走出底部。</p><p>理论上短期内事件已经充分发酵了，sell put短期期权确实可以做空暴跌波动率，但也不排除会有接盘风险。</p><p>目前来看短期1个月内，看跌期权集中议价区间是50～60，做空波动率可以考虑50以下。</p><p>但我就不考虑了，现在做其他标的会更有性价比。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47a3c605d0a6989897ee890d652ccd90\" tg-width=\"1038\" tg-height=\"956\"></p><p><a data-mention-id=\"JPM\" class=\"teditor-mention\" data-mention-name=\"摩根大通\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> </p><p>银行股暴跌为本次财报季开了一个坏头，但台积电又挽救了回来。</p><p>银行股暴跌也是机会，摩根大通跌到了120日线，很多中期sell put开仓了，比如<a data-mention-id=\"JPM 20260417 275.0 PUT\" class=\"teditor-mention\" data-mention-name=\"JPM\" href=\"https://laohu8.com/OPT/JPM%2020260417%20275.0%20PUT\">$JPM 20260417 275.0 PUT$</a> ，感兴趣可以尝试一下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24362bc6c89eb95bb2457d7565a23d11\" tg-width=\"1044\" tg-height=\"544\"></p><p></p><p></p></body></html>","htmlText":"<html><head></head><body><p>周三出现一堆莫名其妙的AI板块看跌大单，买入看跌期权开仓量级非常惊人，达到几百万甚至几千万美元，时间点指向春节前。</p><p>涉及标的包括台积电，甲骨文，博通，半导体ETF SOXX： </p><p><a data-mention-id=\"TSM 20260220 330.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSM\" href=\"https://laohu8.com/OPT/TSM%2020260220%20330.0%20PUT\">$TSM 20260220 330.0 PUT$</a> </p><p><a data-mention-id=\"TSM 20260220 320.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSM\" href=\"https://laohu8.com/OPT/TSM%2020260220%20320.0%20PUT\">$TSM 20260220 320.0 PUT$</a> </p><p><a data-mention-id=\"ORCL 20260213 160.0 PUT\" class=\"teditor-mention\" data-mention-name=\"ORCL\" href=\"https://laohu8.com/OPT/ORCL%2020260213%20160.0%20PUT\">$ORCL 20260213 160.0 PUT$</a> </p><p><a data-mention-id=\"AVGO 20260320 240.0 PUT\" class=\"teditor-mention\" data-mention-name=\"AVGO\" href=\"https://laohu8.com/OPT/AVGO%2020260320%20240.0%20PUT\">$AVGO 20260320 240.0 PUT$</a>  </p><p><a data-mention-id=\"SOXX 20260220 310.0 PUT\" class=\"teditor-mention\" data-mention-name=\"SOXX\" href=\"https://laohu8.com/OPT/SOXX%2020260220%20310.0%20PUT\">$SOXX 20260220 310.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf5aa3b06e1f859832bbaa78adf041e\" tg-width=\"2620\" tg-height=\"158\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f67ee376fcbd7405bc20610f8cd45b81\" tg-width=\"2618\" tg-height=\"112\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/485f55cab5297245cc30387c8087b4e2\" tg-width=\"2614\" tg-height=\"214\"></p><p>特别是台积电这个看跌大单布局的时间点很尴尬，不排除空头可能预计周四行情是高开低走，结果没想到台积电大超预期。</p><p>总之目前还没有明确的看空思路，先马克一下，后面继续观察。</p><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>从看跌开仓来看，英伟达下周预期甚至到2月中旬之前的预期也不太好，有回调160的预期，看空理由同样不明确。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a8940d64288552f3e83f7e80c05a454\" tg-width=\"1044\" tg-height=\"1060\"></p><p> <a data-mention-id=\"TCOM\" class=\"teditor-mention\" data-mention-name=\"携程网\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a> </p><p>周三，因为被反垄断立案调查，携程暴跌暴跌了17%。目前来看主营业务不受影响，但不知道后面以年为单位进行的反垄断调查会如何罚款和整改，也不知道整改后携程还能否保留72%的市场份额。总之看起来至少几个月的时间携程很难走出底部。</p><p>理论上短期内事件已经充分发酵了，sell put短期期权确实可以做空暴跌波动率，但也不排除会有接盘风险。</p><p>目前来看短期1个月内，看跌期权集中议价区间是50～60，做空波动率可以考虑50以下。</p><p>但我就不考虑了，现在做其他标的会更有性价比。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47a3c605d0a6989897ee890d652ccd90\" tg-width=\"1038\" tg-height=\"956\"></p><p><a data-mention-id=\"JPM\" class=\"teditor-mention\" data-mention-name=\"摩根大通\" href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> </p><p>银行股暴跌为本次财报季开了一个坏头，但台积电又挽救了回来。</p><p>银行股暴跌也是机会，摩根大通跌到了120日线，很多中期sell put开仓了，比如<a data-mention-id=\"JPM 20260417 275.0 PUT\" class=\"teditor-mention\" data-mention-name=\"JPM\" href=\"https://laohu8.com/OPT/JPM%2020260417%20275.0%20PUT\">$JPM 20260417 275.0 PUT$</a> ，感兴趣可以尝试一下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24362bc6c89eb95bb2457d7565a23d11\" tg-width=\"1044\" tg-height=\"544\"></p><p></p><p></p></body></html>","text":"周三出现一堆莫名其妙的AI板块看跌大单，买入看跌期权开仓量级非常惊人，达到几百万甚至几千万美元，时间点指向春节前。 涉及标的包括台积电，甲骨文，博通，半导体ETF SOXX： $TSM 20260220 330.0 PUT$ $TSM 20260220 320.0 PUT$ $ORCL 20260213 160.0 PUT$ $AVGO 20260320 240.0 PUT$ $SOXX 20260220 310.0 PUT$ 特别是台积电这个看跌大单布局的时间点很尴尬，不排除空头可能预计周四行情是高开低走，结果没想到台积电大超预期。 总之目前还没有明确的看空思路，先马克一下，后面继续观察。 $英伟达(NVDA)$ 从看跌开仓来看，英伟达下周预期甚至到2月中旬之前的预期也不太好，有回调160的预期，看空理由同样不明确。 $携程网(TCOM)$ 周三，因为被反垄断立案调查，携程暴跌暴跌了17%。目前来看主营业务不受影响，但不知道后面以年为单位进行的反垄断调查会如何罚款和整改，也不知道整改后携程还能否保留72%的市场份额。总之看起来至少几个月的时间携程很难走出底部。 理论上短期内事件已经充分发酵了，sell put短期期权确实可以做空暴跌波动率，但也不排除会有接盘风险。 目前来看短期1个月内，看跌期权集中议价区间是50～60，做空波动率可以考虑50以下。 但我就不考虑了，现在做其他标的会更有性价比。 $摩根大通(JPM)$ 银行股暴跌为本次财报季开了一个坏头，但台积电又挽救了回来。 银行股暴跌也是机会，摩根大通跌到了120日线，很多中期sell put开仓了，比如$JPM 20260417 275.0 PUT$ ，感兴趣可以尝试一下。","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/522085392068864","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","JPM","TCOM","AVGO","TSM","ORCL","SOXX","SOXX 20260220 310.0 PUT","JPM 20260417 275.0 PUT","TSM 20260220 320.0 PUT","TSM 20260220 330.0 PUT","ORCL 20260213 160.0 PUT","AVGO 20260320 240.0 PUT","09961"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1138,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":313,"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":25,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/522261734662392"}