黑眼圈太重了邓文
07-09
大前晚在IB挂0.02的217.5末日,前面有400多单,没挂上,然后跑去立上挂,前面500多单、也是没挂上,
期权大单 | 英伟达Call成交放量;阿里大涨超11%吸引看多资金;BE遭做空狙击看跌押注升温
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12:52","market":"us","language":"zh","title":"期权大单 | 英伟达Call成交放量;阿里大涨超11%吸引看多资金;BE遭做空狙击看跌押注升温","url":"https://stock-news.laohu8.com/highlight/detail?id=1190870042","media":"老虎资讯综合","summary":"期权市场总成交量58,470,563张合约,其中看涨期权占比56%。$英伟达$当前股价对应未来12个月预期市盈率约为18倍,为2019年初以来最低水平。7月10日到期的110美元的行权看涨期权交易量特别高,共有16,188份合约交易。该报告还对Bloom Energy的营收增速提出质疑,称公司的大多数营收来自其与布洛克菲尔德共同拥有的合资企业。","content":"<html><head></head><body><h3 style=\"text-align: left;\">一、市场概览</h3><p style=\"text-align: left;\">周三(7月8日),<span>美股三大指数收盘涨跌不一,道指跌1.09%,纳指涨0.20%,标普500指数跌0.28%。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11e1b225784192ab27b92d4eed393f96\" data-align=\"center\" tg-width=\"914\" tg-height=\"138\"/><span></span></p><p style=\"text-align: left;\">期权市场总成交量<span>58,470,563</span>张合约,其中看涨期权占比56%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6516bc3c0edc3394b00cb3ca0954bceb\" data-align=\"center\" tg-width=\"1850\" tg-height=\"435\"/><span></span></p><h3 style=\"text-align: left;\">二、期权成交总量TOP10</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7783a7401e2adaeff56224bea27abef\" data-align=\"center\" tg-width=\"1179\" tg-height=\"2300\"/><span></span></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>隔夜涨近4%,期权合约成交510.47万张,</strong>7月8日到期的200美元的行权<strong>看涨期权</strong>交易量特别高,共有<span>643,257</span>份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ef972f25e9a41d01f647e87b159a8d\" data-align=\"center\" tg-width=\"1267\" tg-height=\"268\"/><span></span></p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>当前股价对应未来12个月预期市盈率约为18倍,为2019年初以来最低水平。这一数字不仅低于标普500指数逾20倍的前瞻市盈率,更远低于纳斯达克100指数近23倍的估值,昔日华尔街最炙手可热的股票,如今已比大盘更"便宜"。</p><p style=\"text-align: justify;\">值得注意的是,此轮估值压缩并非源于基本面恶化。华尔街分析师仍在持续上调英伟达未来数季度的盈利预测,GPU在AI数据中心市场的主导地位亦未动摇。股价与基本面之间的背离,揭示的是AI交易逻辑的结构性迁移,以及市场情绪从集中押注单一标的转向更广泛半导体赛道的再平衡过程。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/AVGO\">博通</a>隔夜涨近5%,期权合约成交62.45万张,</strong>7月8日到期的390美元的行权<strong>看涨期权</strong>交易量特别高,共有49,776份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd7415f81d37be38b5aace9d7432c8bb\" data-align=\"center\" tg-width=\"1265\" tg-height=\"267\"/><span></span></p><p style=\"text-align: justify;\">消息方面:苹果宣布与博通达成一项新的多年合作协议,博通将为苹果设计和生产定制晶片组件以及尖端的无线连接技术,预期相关项目价值将超过300亿美元,预期生产超过150亿颗美国制造的晶片,并为美国创造数百个就业机会。</p><h3 style=\"text-align: left;\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ca3d3e3e020bc34f620ac89765324bd\" data-align=\"center\" tg-width=\"776\" tg-height=\"378\"/><span></span></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>隔夜涨超11%,期权合约成交36.16万张,</strong>较90日均量放大2倍。7月10日到期的110美元的行权<strong>看涨期权</strong>交易量特别高,共有16,188份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e892bfc65d4ec32a4f22ed345562e66\" data-align=\"center\" tg-width=\"1254\" tg-height=\"276\"/><span></span></p><p style=\"text-align: justify;\">阿里巴巴2027财年第一财季的财报前瞻显示,整体电商业务(中国电商+AIDC)利润稳健,恢复增长。淘宝闪购减亏快于市场预期,与竞对UE差距收窄,降补过程中市场份额保持稳定。淘宝闪购重点已转为高客单价的餐饮和非餐订单,接下来UE有望继续改善。</p><p style=\"text-align: justify;\">瑞银分析师指出,阿里在即时商务补贴优化方面的进展快于预期,并判断,市场将重新聚焦于阿里有价值的AI资产和AI增长逻辑。</p><p style=\"text-align: left;\"><strong>燃料电池龙头<a href=\"https://laohu8.com/S/BE\">Bloom Energy</a>隔夜跌近6%,期权合约成交21.41万张,</strong>较90日均量放大2.5倍。7月10日到期的250美元的行权<strong>看跌期权</strong>交易量特别高,共有24,738份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edd35bf6be22c3ec6dd49c0c407d6495\" data-align=\"center\" tg-width=\"1263\" tg-height=\"271\"/><span></span></p><p style=\"text-align: left;\">消息方面:做空机构Hunterbrook对料电池龙头<a href=\"https://laohu8.com/S/BE\">Bloom Energy</a>的供应链和产能提出质疑。空头表示,为了满足市场对其5吉瓦产能的预期,光Bloom Energy一家就需要约220吨氧化钪,但全球氧化钪的年供应总量仅为240吨。该报告还对Bloom Energy的营收增速提出质疑,称公司的大多数营收来自其与布洛克菲尔德共同拥有的合资企业。</p><p style=\"text-align: justify;\">同时,公司的主要客户、甲骨文在新墨西哥州开展的Jupiter项目尚未获得燃料电池使用许可,而美国电力价值26.5亿美元的燃料电池订单,部署时间似乎也从2028年推迟到“不晚于2030年”。</p></body></html>","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>期权大单 | 英伟达Call成交放量;阿里大涨超11%吸引看多资金;BE遭做空狙击看跌押注升温</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{ 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}\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期权大单 | 英伟达Call成交放量;阿里大涨超11%吸引看多资金;BE遭做空狙击看跌押注升温\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-09 12:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 style=\"text-align: left;\">一、市场概览</h3><p style=\"text-align: left;\">周三(7月8日),<span>美股三大指数收盘涨跌不一,道指跌1.09%,纳指涨0.20%,标普500指数跌0.28%。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11e1b225784192ab27b92d4eed393f96\" data-align=\"center\" tg-width=\"914\" tg-height=\"138\"/><span></span></p><p style=\"text-align: left;\">期权市场总成交量<span>58,470,563</span>张合约,其中看涨期权占比56%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6516bc3c0edc3394b00cb3ca0954bceb\" data-align=\"center\" tg-width=\"1850\" tg-height=\"435\"/><span></span></p><h3 style=\"text-align: left;\">二、期权成交总量TOP10</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7783a7401e2adaeff56224bea27abef\" data-align=\"center\" tg-width=\"1179\" tg-height=\"2300\"/><span></span></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>隔夜涨近4%,期权合约成交510.47万张,</strong>7月8日到期的200美元的行权<strong>看涨期权</strong>交易量特别高,共有<span>643,257</span>份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ef972f25e9a41d01f647e87b159a8d\" data-align=\"center\" tg-width=\"1267\" tg-height=\"268\"/><span></span></p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>当前股价对应未来12个月预期市盈率约为18倍,为2019年初以来最低水平。这一数字不仅低于标普500指数逾20倍的前瞻市盈率,更远低于纳斯达克100指数近23倍的估值,昔日华尔街最炙手可热的股票,如今已比大盘更"便宜"。</p><p style=\"text-align: justify;\">值得注意的是,此轮估值压缩并非源于基本面恶化。华尔街分析师仍在持续上调英伟达未来数季度的盈利预测,GPU在AI数据中心市场的主导地位亦未动摇。股价与基本面之间的背离,揭示的是AI交易逻辑的结构性迁移,以及市场情绪从集中押注单一标的转向更广泛半导体赛道的再平衡过程。</p><p style=\"text-align: justify;\"><strong><a href=\"https://laohu8.com/S/AVGO\">博通</a>隔夜涨近5%,期权合约成交62.45万张,</strong>7月8日到期的390美元的行权<strong>看涨期权</strong>交易量特别高,共有49,776份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd7415f81d37be38b5aace9d7432c8bb\" data-align=\"center\" tg-width=\"1265\" tg-height=\"267\"/><span></span></p><p style=\"text-align: justify;\">消息方面:苹果宣布与博通达成一项新的多年合作协议,博通将为苹果设计和生产定制晶片组件以及尖端的无线连接技术,预期相关项目价值将超过300亿美元,预期生产超过150亿颗美国制造的晶片,并为美国创造数百个就业机会。</p><h3 style=\"text-align: left;\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ca3d3e3e020bc34f620ac89765324bd\" data-align=\"center\" tg-width=\"776\" tg-height=\"378\"/><span></span></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>隔夜涨超11%,期权合约成交36.16万张,</strong>较90日均量放大2倍。7月10日到期的110美元的行权<strong>看涨期权</strong>交易量特别高,共有16,188份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e892bfc65d4ec32a4f22ed345562e66\" data-align=\"center\" tg-width=\"1254\" tg-height=\"276\"/><span></span></p><p style=\"text-align: justify;\">阿里巴巴2027财年第一财季的财报前瞻显示,整体电商业务(中国电商+AIDC)利润稳健,恢复增长。淘宝闪购减亏快于市场预期,与竞对UE差距收窄,降补过程中市场份额保持稳定。淘宝闪购重点已转为高客单价的餐饮和非餐订单,接下来UE有望继续改善。</p><p style=\"text-align: justify;\">瑞银分析师指出,阿里在即时商务补贴优化方面的进展快于预期,并判断,市场将重新聚焦于阿里有价值的AI资产和AI增长逻辑。</p><p style=\"text-align: left;\"><strong>燃料电池龙头<a href=\"https://laohu8.com/S/BE\">Bloom Energy</a>隔夜跌近6%,期权合约成交21.41万张,</strong>较90日均量放大2.5倍。7月10日到期的250美元的行权<strong>看跌期权</strong>交易量特别高,共有24,738份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edd35bf6be22c3ec6dd49c0c407d6495\" data-align=\"center\" tg-width=\"1263\" tg-height=\"271\"/><span></span></p><p style=\"text-align: left;\">消息方面:做空机构Hunterbrook对料电池龙头<a href=\"https://laohu8.com/S/BE\">Bloom Energy</a>的供应链和产能提出质疑。空头表示,为了满足市场对其5吉瓦产能的预期,光Bloom Energy一家就需要约220吨氧化钪,但全球氧化钪的年供应总量仅为240吨。该报告还对Bloom Energy的营收增速提出质疑,称公司的大多数营收来自其与布洛克菲尔德共同拥有的合资企业。</p><p style=\"text-align: justify;\">同时,公司的主要客户、甲骨文在新墨西哥州开展的Jupiter项目尚未获得燃料电池使用许可,而美国电力价值26.5亿美元的燃料电池订单,部署时间似乎也从2028年推迟到“不晚于2030年”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"NVD":"2倍做空NVDA ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF","AVGX":"2倍做多AVGO ETF-Defiance","BABX":"2倍做多BABA ETF-GraniteShares","ANV":"GraniteShares Autocallable NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","BBYY":"GraniteShares YieldBOOST BABA ETF","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","07388":"XI二南英伟","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","AVL":"2倍做多AVGO 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ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190870042","content_text":"一、市场概览周三(7月8日),美股三大指数收盘涨跌不一,道指跌1.09%,纳指涨0.20%,标普500指数跌0.28%。期权市场总成交量58,470,563张合约,其中看涨期权占比56%。二、期权成交总量TOP10英伟达隔夜涨近4%,期权合约成交510.47万张,7月8日到期的200美元的行权看涨期权交易量特别高,共有643,257份合约交易。英伟达当前股价对应未来12个月预期市盈率约为18倍,为2019年初以来最低水平。这一数字不仅低于标普500指数逾20倍的前瞻市盈率,更远低于纳斯达克100指数近23倍的估值,昔日华尔街最炙手可热的股票,如今已比大盘更\"便宜\"。值得注意的是,此轮估值压缩并非源于基本面恶化。华尔街分析师仍在持续上调英伟达未来数季度的盈利预测,GPU在AI数据中心市场的主导地位亦未动摇。股价与基本面之间的背离,揭示的是AI交易逻辑的结构性迁移,以及市场情绪从集中押注单一标的转向更广泛半导体赛道的再平衡过程。博通隔夜涨近5%,期权合约成交62.45万张,7月8日到期的390美元的行权看涨期权交易量特别高,共有49,776份合约交易。消息方面:苹果宣布与博通达成一项新的多年合作协议,博通将为苹果设计和生产定制晶片组件以及尖端的无线连接技术,预期相关项目价值将超过300亿美元,预期生产超过150亿颗美国制造的晶片,并为美国创造数百个就业机会。三、异动观察阿里巴巴隔夜涨超11%,期权合约成交36.16万张,较90日均量放大2倍。7月10日到期的110美元的行权看涨期权交易量特别高,共有16,188份合约交易。阿里巴巴2027财年第一财季的财报前瞻显示,整体电商业务(中国电商+AIDC)利润稳健,恢复增长。淘宝闪购减亏快于市场预期,与竞对UE差距收窄,降补过程中市场份额保持稳定。淘宝闪购重点已转为高客单价的餐饮和非餐订单,接下来UE有望继续改善。瑞银分析师指出,阿里在即时商务补贴优化方面的进展快于预期,并判断,市场将重新聚焦于阿里有价值的AI资产和AI增长逻辑。燃料电池龙头Bloom Energy隔夜跌近6%,期权合约成交21.41万张,较90日均量放大2.5倍。7月10日到期的250美元的行权看跌期权交易量特别高,共有24,738份合约交易。消息方面:做空机构Hunterbrook对料电池龙头Bloom Energy的供应链和产能提出质疑。空头表示,为了满足市场对其5吉瓦产能的预期,光Bloom Energy一家就需要约220吨氧化钪,但全球氧化钪的年供应总量仅为240吨。该报告还对Bloom Energy的营收增速提出质疑,称公司的大多数营收来自其与布洛克菲尔德共同拥有的合资企业。同时,公司的主要客户、甲骨文在新墨西哥州开展的Jupiter项目尚未获得燃料电池使用许可,而美国电力价值26.5亿美元的燃料电池订单,部署时间似乎也从2028年推迟到“不晚于2030年”。","news_type":1,"symbols_score_info":{"BABX":0.6,"ANV":0.6,"BABW":0.6,"BE":2,"NVII":0.6,"KBAB":0.6,"07388":0.6,"AVS":0.6,"NVDD":0.6,"NVDO":0.6,"NVDG":0.6,"BEG":0.6,"NVDB":0.6,"BABU":0.6,"NVDX":0.6,"BEZ":0.6,"NVDL":0.6,"BEX":0.6,"NVDY":0.6,"DIPS":0.6,"BBYY":0.6,"AVGX":0.6,"BABA":2,"NVYY":0.6,"AVGU":0.6,"AVGW":0.6,"NVD":0.6,"BABO":0.6,"NVDQ":0.6,"NVDU":0.6,"07788":0.6,"NVDS":0.6,"AVGG":0.6,"NVDA":2,"AVL":0.6,"NVDW":0.6,"AVGO":2}},"isVote":1,"tweetType":1,"viewCount":393,"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":87,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/583885150511768"}
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