看起来就是普通的牛市_老虎社区_美港股上老虎

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？

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

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":536908201412240,"tweetId":"536908201412240","gmtCreate":1772100192681,"gmtModify":1772100195123,"author":{"id":3492806989810963,"idStr":"3492806989810963","authorId":3492806989810963,"authorIdStr":"3492806989810963","name":"hitquartz","avatar":"https://static.tigerbbs.com/21f0d199656748a77e87e8e4c1528bc3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>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？</p></body></html>","htmlText":"<html><head></head><body><p>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？</p></body></html>","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？","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":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":"fut","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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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":{"LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4524":"宅经济概念","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","BK4527":"明星科技股","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","NFLX":"奈飞","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4534":"瑞士信贷持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","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","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","BK4548":"巴美列捷福持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4587":"ChatGPT概念","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","BK4588":"碎股","BK4108":"电影和娱乐","BK4507":"流媒体概念","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4566":"资本集团","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"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,"tweetType":1,"viewCount":33,"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":146,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/536908201412240"}