V meng
04-16
[开心]
@期权小班长:
反弹到位以后,空头开始进场
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<br></p></body></html>","text":"[开心]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/553951994335808","repostId":554030373704568,"repostType":1,"repost":{"magic":2,"id":554030373704568,"tweetId":"554030373704568","gmtCreate":1776267524385,"gmtModify":1776385200042,"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,"hat":"https://static.tigerbbs.com/2dbc245fdbd9b115beaa630c8980fb6f","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":[],"wearingBadges":[{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","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","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":37092,"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\": 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data-mention-id=\"VIX\" class=\"teditor-mention\" data-mention-name=\"标普500波动率指数\" href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a></p>\n<p>周二vix有张看涨期权大单28call <a data-mention-id=\"VIX 20260519 28.0 CALL\" class=\"teditor-mention\" data-mention-name=\"VIX\" href=\"https://laohu8.com/OPT/VIX%2020260519%2028.0%20CALL\">$VIX 20260519 28.0 CALL$</a> ,成交量11.96万手,成交额1148万美元。这种等级的押注,对应大盘来说就是一次回补跳空缺口的剧震。</p>\n<p>理论上地区争端已经趋于结束,可能唯一让川普缺少仪式感的是,跟25年相比他这次没来得及喊让大家买入的口号,市场就已经一步到位了。但是为了喊口号而回调什么的,听起来有点过于离谱了,我宁愿是相信有别的未知原因导致有人买入恐慌指数对冲。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2280309561939cff908485b3b4cd02c0\" tg-width=\"2610\" tg-height=\"110\"></p>\n<p>另外还有一张开仓方向不太明显的看涨期权24call <a data-mention-id=\"VIX 20260722 24.0 CALL\" class=\"teditor-mention\" data-mention-name=\"VIX\" href=\"https://laohu8.com/OPT/VIX%2020260722%2024.0%20CALL\">$VIX 20260722 24.0 CALL$</a> ,成交价在买卖价之间很难判定方向,姑且mark一下。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eab8377c320c68301fc29e29908b4831\" tg-width=\"2614\" tg-height=\"114\"></p>\n<p><a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"英特尔\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a></p>\n<p>目前支持回调的大单是英特尔的看跌期权,周二4月14日非常密集开仓了看跌50的put <a data-mention-id=\"INTC 20260522 50.0 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020260522%2050.0%20PUT\">$INTC 20260522 50.0 PUT$</a> <a data-mention-id=\"INTC 20260501 50.0 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020260501%2050.0%20PUT\">$INTC 20260501 50.0 PUT$</a> <a data-mention-id=\"INTC 20280121 65.0 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020280121%2065.0%20PUT\">$INTC 20280121 65.0 PUT$</a> <a data-mention-id=\"INTC 20261120 50.0 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020261120%2050.0%20PUT\">$INTC 20261120 50.0 PUT$</a> 。</p>\n<p>在我看来这些开仓也没什么道理,也没法解释,所以姑且mark一下。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900a28b0952aa2b529a4aaa341c7fccf\" tg-width=\"2604\" tg-height=\"414\"></p>\n<p>另一边看涨期权依旧激烈看涨,比如70call的大单<a data-mention-id=\"INTC 20260515 70.0 CALL\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020260515%2070.0%20CALL\">$INTC 20260515 70.0 CALL$</a> 开仓了2万手。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/270abb0ddb75227a0cc65434054392e3\" tg-width=\"2582\" tg-height=\"106\"></p>\n<p>整体来看,多头预期到70~80价格区间,然后不知道哪里来的空头买入50看跌。其实今年英特尔涨到100我都不奇怪,但是短期这波50的空头实在是来的莫名其妙,也不排除是多头看跌对冲,但行权价密集开仓的行为更像是认真做空。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/274d0e62d7a5967e057811242f2d6889\" tg-width=\"1040\" tg-height=\"1124\"></p>\n<p>谈起英特尔看跌,那就不得不提amd了,两家公司都是做cpu的,amd有没有空单呢?</p>\n<p>有一张远期sell call备兑大单: <a data-mention-id=\"AMD 20270115 250.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020270115%20250.0%20CALL\">$AMD 20270115 250.0 CALL$</a> ,持股卖出2027年到期1月15日到期250call。这个行权价就很有说法,远期平价sell call非常的熊,但加上正股持有,意思是交易者感觉今年AMD大概率会在200~250之间震荡,但也不排除最高涨到300。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d722734c8c13d9367c446eaab26cb50d\" tg-width=\"2618\" tg-height=\"122\"></p>\n<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>\n<p>反弹回前高几乎没有悬念了。近期看涨大单是200~225的看涨价差:</p>\n<p>买 <a data-mention-id=\"NVDA 20260529 200.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260529%20200.0%20CALL\">$NVDA 20260529 200.0 CALL$</a></p>\n<p>卖 <a data-mention-id=\"NVDA 20260529 225.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260529%20225.0%20CALL\">$NVDA 20260529 225.0 CALL$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78b2e1c19892ad0263f2976a8015a3d4\" tg-width=\"2616\" tg-height=\"158\"></p>\n<p>如果不想激进买call,毕竟有个vix大单怪可怕的,也可以考虑sell put追涨,行权价可以选190<a data-mention-id=\"NVDA 20260424 190.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260424%20190.0%20PUT\">$NVDA 20260424 190.0 PUT$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecd3d025a22a39fba5344b752e3ea6dd\" tg-width=\"1040\" tg-height=\"1118\"></p>\n<p><a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a></p>\n<p>亚马逊连续暴涨后机构看涨价差roll 仓止盈,从6月18日到期225-265,roll到5月8日到期260-290:</p>\n<ul style=\"\">\n <li>\n <p>买 <a data-mention-id=\"AMZN 20260508 260.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020260508%20260.0%20CALL\">$AMZN 20260508 260.0 CALL$</a></p></li>\n <li>\n <p>卖 <a data-mention-id=\"AMZN 20260508 290.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020260508%20290.0%20CALL\">$AMZN 20260508 290.0 CALL$</a></p></li>\n</ul>\n<p>看涨期权的roll仓止盈方法就是这样,提高行权价并且选择更近的到期日。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe680ac577bef733de6523d374fccf4\" tg-width=\"2594\" tg-height=\"264\"></p>\n<p><a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a></p>\n<p>meta也有一张sell call大单:<a data-mention-id=\"META 20260618 690.0 CALL\" class=\"teditor-mention\" data-mention-name=\"META\" href=\"https://laohu8.com/OPT/META%2020260618%20690.0%20CALL\">$META 20260618 690.0 CALL$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b726d54e5cffb45058d29c198e082318\" tg-width=\"2612\" tg-height=\"116\"></p>\n<p><a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"奈飞\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a></p>\n<p>奈飞的看涨大单看涨到120~140区间。很神奇,华尔街居然一致默认AI对视频网站没影响。但我觉得奈飞也快进入AI波及的名单了,可以短期投机,长持有风险。</p>\n<ul style=\"\">\n <li>\n <p>买 <a data-mention-id=\"NFLX 20260717 120.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NFLX\" href=\"https://laohu8.com/OPT/NFLX%2020260717%20120.0%20CALL\">$NFLX 20260717 120.0 CALL$</a></p></li>\n <li>\n <p>卖 <a data-mention-id=\"NFLX 20260717 140.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NFLX\" href=\"https://laohu8.com/OPT/NFLX%2020260717%20140.0%20CALL\">$NFLX 20260717 140.0 CALL$</a></p></li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5df90b67aa1854ba264047e298a86c7\" tg-width=\"2620\" tg-height=\"170\"></p></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"VIX\" class=\"teditor-mention\" data-mention-name=\"标普500波动率指数\" href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a></p>\n<p>周二vix有张看涨期权大单28call <a data-mention-id=\"VIX 20260519 28.0 CALL\" class=\"teditor-mention\" data-mention-name=\"VIX\" href=\"https://laohu8.com/OPT/VIX%2020260519%2028.0%20CALL\">$VIX 20260519 28.0 CALL$</a> ,成交量11.96万手,成交额1148万美元。这种等级的押注,对应大盘来说就是一次回补跳空缺口的剧震。</p>\n<p>理论上地区争端已经趋于结束,可能唯一让川普缺少仪式感的是,跟25年相比他这次没来得及喊让大家买入的口号,市场就已经一步到位了。但是为了喊口号而回调什么的,听起来有点过于离谱了,我宁愿是相信有别的未知原因导致有人买入恐慌指数对冲。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2280309561939cff908485b3b4cd02c0\" tg-width=\"2610\" tg-height=\"110\"></p>\n<p>另外还有一张开仓方向不太明显的看涨期权24call <a data-mention-id=\"VIX 20260722 24.0 CALL\" class=\"teditor-mention\" data-mention-name=\"VIX\" href=\"https://laohu8.com/OPT/VIX%2020260722%2024.0%20CALL\">$VIX 20260722 24.0 CALL$</a> ,成交价在买卖价之间很难判定方向,姑且mark一下。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eab8377c320c68301fc29e29908b4831\" tg-width=\"2614\" tg-height=\"114\"></p>\n<p><a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"英特尔\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a></p>\n<p>目前支持回调的大单是英特尔的看跌期权,周二4月14日非常密集开仓了看跌50的put <a data-mention-id=\"INTC 20260522 50.0 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020260522%2050.0%20PUT\">$INTC 20260522 50.0 PUT$</a> <a data-mention-id=\"INTC 20260501 50.0 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020260501%2050.0%20PUT\">$INTC 20260501 50.0 PUT$</a> <a data-mention-id=\"INTC 20280121 65.0 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020280121%2065.0%20PUT\">$INTC 20280121 65.0 PUT$</a> <a data-mention-id=\"INTC 20261120 50.0 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020261120%2050.0%20PUT\">$INTC 20261120 50.0 PUT$</a> 。</p>\n<p>在我看来这些开仓也没什么道理,也没法解释,所以姑且mark一下。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900a28b0952aa2b529a4aaa341c7fccf\" tg-width=\"2604\" tg-height=\"414\"></p>\n<p>另一边看涨期权依旧激烈看涨,比如70call的大单<a data-mention-id=\"INTC 20260515 70.0 CALL\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020260515%2070.0%20CALL\">$INTC 20260515 70.0 CALL$</a> 开仓了2万手。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/270abb0ddb75227a0cc65434054392e3\" tg-width=\"2582\" tg-height=\"106\"></p>\n<p>整体来看,多头预期到70~80价格区间,然后不知道哪里来的空头买入50看跌。其实今年英特尔涨到100我都不奇怪,但是短期这波50的空头实在是来的莫名其妙,也不排除是多头看跌对冲,但行权价密集开仓的行为更像是认真做空。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/274d0e62d7a5967e057811242f2d6889\" tg-width=\"1040\" tg-height=\"1124\"></p>\n<p>谈起英特尔看跌,那就不得不提amd了,两家公司都是做cpu的,amd有没有空单呢?</p>\n<p>有一张远期sell call备兑大单: <a data-mention-id=\"AMD 20270115 250.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020270115%20250.0%20CALL\">$AMD 20270115 250.0 CALL$</a> ,持股卖出2027年到期1月15日到期250call。这个行权价就很有说法,远期平价sell call非常的熊,但加上正股持有,意思是交易者感觉今年AMD大概率会在200~250之间震荡,但也不排除最高涨到300。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d722734c8c13d9367c446eaab26cb50d\" tg-width=\"2618\" tg-height=\"122\"></p>\n<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>\n<p>反弹回前高几乎没有悬念了。近期看涨大单是200~225的看涨价差:</p>\n<p>买 <a data-mention-id=\"NVDA 20260529 200.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260529%20200.0%20CALL\">$NVDA 20260529 200.0 CALL$</a></p>\n<p>卖 <a data-mention-id=\"NVDA 20260529 225.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260529%20225.0%20CALL\">$NVDA 20260529 225.0 CALL$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78b2e1c19892ad0263f2976a8015a3d4\" tg-width=\"2616\" tg-height=\"158\"></p>\n<p>如果不想激进买call,毕竟有个vix大单怪可怕的,也可以考虑sell put追涨,行权价可以选190<a data-mention-id=\"NVDA 20260424 190.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260424%20190.0%20PUT\">$NVDA 20260424 190.0 PUT$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecd3d025a22a39fba5344b752e3ea6dd\" tg-width=\"1040\" tg-height=\"1118\"></p>\n<p><a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a></p>\n<p>亚马逊连续暴涨后机构看涨价差roll 仓止盈,从6月18日到期225-265,roll到5月8日到期260-290:</p>\n<ul style=\"\">\n <li>\n <p>买 <a data-mention-id=\"AMZN 20260508 260.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020260508%20260.0%20CALL\">$AMZN 20260508 260.0 CALL$</a></p></li>\n <li>\n <p>卖 <a data-mention-id=\"AMZN 20260508 290.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020260508%20290.0%20CALL\">$AMZN 20260508 290.0 CALL$</a></p></li>\n</ul>\n<p>看涨期权的roll仓止盈方法就是这样,提高行权价并且选择更近的到期日。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe680ac577bef733de6523d374fccf4\" tg-width=\"2594\" tg-height=\"264\"></p>\n<p><a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a></p>\n<p>meta也有一张sell call大单:<a data-mention-id=\"META 20260618 690.0 CALL\" class=\"teditor-mention\" data-mention-name=\"META\" href=\"https://laohu8.com/OPT/META%2020260618%20690.0%20CALL\">$META 20260618 690.0 CALL$</a></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b726d54e5cffb45058d29c198e082318\" tg-width=\"2612\" tg-height=\"116\"></p>\n<p><a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"奈飞\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a></p>\n<p>奈飞的看涨大单看涨到120~140区间。很神奇,华尔街居然一致默认AI对视频网站没影响。但我觉得奈飞也快进入AI波及的名单了,可以短期投机,长持有风险。</p>\n<ul style=\"\">\n <li>\n <p>买 <a data-mention-id=\"NFLX 20260717 120.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NFLX\" href=\"https://laohu8.com/OPT/NFLX%2020260717%20120.0%20CALL\">$NFLX 20260717 120.0 CALL$</a></p></li>\n <li>\n <p>卖 <a data-mention-id=\"NFLX 20260717 140.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NFLX\" href=\"https://laohu8.com/OPT/NFLX%2020260717%20140.0%20CALL\">$NFLX 20260717 140.0 CALL$</a></p></li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5df90b67aa1854ba264047e298a86c7\" tg-width=\"2620\" tg-height=\"170\"></p></body></html>","text":"$标普500波动率指数(VIX)$ 周二vix有张看涨期权大单28call $VIX 20260519 28.0 CALL$ ,成交量11.96万手,成交额1148万美元。这种等级的押注,对应大盘来说就是一次回补跳空缺口的剧震。 理论上地区争端已经趋于结束,可能唯一让川普缺少仪式感的是,跟25年相比他这次没来得及喊让大家买入的口号,市场就已经一步到位了。但是为了喊口号而回调什么的,听起来有点过于离谱了,我宁愿是相信有别的未知原因导致有人买入恐慌指数对冲。 另外还有一张开仓方向不太明显的看涨期权24call $VIX 20260722 24.0 CALL$ ,成交价在买卖价之间很难判定方向,姑且mark一下。 $英特尔(INTC)$ 目前支持回调的大单是英特尔的看跌期权,周二4月14日非常密集开仓了看跌50的put $INTC 20260522 50.0 PUT$ $INTC 20260501 50.0 PUT$ $INTC 20280121 65.0 PUT$ $INTC 20261120 50.0 PUT$ 。 在我看来这些开仓也没什么道理,也没法解释,所以姑且mark一下。 另一边看涨期权依旧激烈看涨,比如70call的大单$INTC 20260515 70.0 CALL$ 开仓了2万手。 整体来看,多头预期到70~80价格区间,然后不知道哪里来的空头买入50看跌。其实今年英特尔涨到100我都不奇怪,但是短期这波50的空头实在是来的莫名其妙,也不排除是多头看跌对冲,但行权价密集开仓的行为更像是认真做空。 谈起英特尔看跌,那就不得不提amd了,两家公司都是做cpu的,amd有没有空单呢? 有一张远期sell call备兑大单: $AMD 20270115 250.0 CALL$ ,持股卖出2027年到期1月15日到期250call。这个行权价就很有说法,远期平价sell call非常的熊,但加上正股持有,意思是交易者感觉今年AMD大概率会在200~250之间震荡,但也不排除最高涨到300。 $英伟达(NVDA)$ 反弹回前高几乎没有悬念了。近期看涨大单是200~225的看涨价差: 买 $NVDA 20260529 200.0 CALL$ 卖 $NVDA 20260529 225.0 CALL$ 如果不想激进买call,毕竟有个vix大单怪可怕的,也可以考虑sell put追涨,行权价可以选190$NVDA 20260424 190.0 PUT$ $亚马逊(AMZN)$ 亚马逊连续暴涨后机构看涨价差roll 仓止盈,从6月18日到期225-265,roll到5月8日到期260-290: 买 $AMZN 20260508 260.0 CALL$ 卖 $AMZN 20260508 290.0 CALL$ 看涨期权的roll仓止盈方法就是这样,提高行权价并且选择更近的到期日。 $Meta Platforms, Inc.(META)$ meta也有一张sell call大单:$META 20260618 690.0 CALL$ $奈飞(NFLX)$ 奈飞的看涨大单看涨到120~140区间。很神奇,华尔街居然一致默认AI对视频网站没影响。但我觉得奈飞也快进入AI波及的名单了,可以短期投机,长持有风险。 买 $NFLX 20260717 120.0 CALL$ 卖 $NFLX 20260717 140.0 CALL$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/554030373704568","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","META","AMZN","VIX","NFLX","INTC","AMD","INTC 20260522 50.0 PUT","AMZN 20260508 290.0 CALL","NVDA 20260529 200.0 CALL","NVDA 20260529 225.0 CALL","META 20260618 690.0 CALL","NFLX 20260717 120.0 CALL","VIX 20260519 28.0 CALL","INTC 20260515 70.0 CALL","NFLX 20260717 140.0 CALL","INTC 20280121 65.0 PUT","AMZN 20260508 260.0 CALL","INTC 20261120 50.0 PUT","INTC 20260501 50.0 PUT","VIX 20260722 24.0 CALL","AMD 20270115 250.0 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