社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
小苹果的花啦啦啦哈哈哈哈哈
yyyyyyyyyyy哈哈哈哈哈哈爸爸v给哥哥
IP属地:北京
+关注
帖子 · 232
帖子 · 232
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
小苹果的花啦啦啦哈哈哈哈哈
小苹果的花啦啦啦哈哈哈哈哈
·
16:40
这篇文章不错,转发给大家看看
@Davidmtr:
$SPX 20260618 5550.0 PUT$ 新股IPO札堆出现,先将之前试做的SPX SP废纸价平仓拿回按金,这次Cboe活动的免佣及平台费劵已可正常使用
$SPX 20260618 5550.0 PUT$ 新股IPO札堆出现,先将之前试做的SPX SP废纸价平仓拿回按金,这次Cboe活动的免佣及平台费劵已可正常使用
看
1
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
小苹果的花啦啦啦哈哈哈哈哈
小苹果的花啦啦啦哈哈哈哈哈
·
06-11
可以 加油
看
157
回复
评论
点赞
2
编组 21备份 2
分享
举报
小苹果的花啦啦啦哈哈哈哈哈
小苹果的花啦啦啦哈哈哈哈哈
·
06-11
加油啊 挺过去
看
171
回复
评论
点赞
2
编组 21备份 2
分享
举报
小苹果的花啦啦啦哈哈哈哈哈
小苹果的花啦啦啦哈哈哈哈哈
·
06-10
想知道英伟达什么时候到底 什么时候值得入手
看
269
回复
1
点赞
3
编组 21备份 2
分享
举报
小苹果的花啦啦啦哈哈哈哈哈
小苹果的花啦啦啦哈哈哈哈哈
·
06-10
赶紧涨吧
$苹果(AAPL)$
看
462
回复
3
点赞
1
编组 21备份 2
分享
举报
小苹果的花啦啦啦哈哈哈哈哈
小苹果的花啦啦啦哈哈哈哈哈
·
06-10
现在美股真是牛市啊 真的是牛市
看
146
回复
评论
点赞
1
编组 21备份 2
分享
举报
小苹果的花啦啦啦哈哈哈哈哈
小苹果的花啦啦啦哈哈哈哈哈
·
06-02
美光挡不住啦
美光跻身“千元股”俱乐部!华尔街仍看好后续涨势,密集上调目标价
周一,美光股价大涨6.64%,收报1034.74美元,正式迈入“千元股”俱乐部。分析师密集上调目标价:AI需求与供应受限是核心逻辑晨星分析师William Kerwin:美光股价突破1000美元大关可能会让投资者感到兴奋。多位分析师已上调该股目标价,暗示较周一收盘价1034.74美元仍有上涨空间。分析师普遍认为,这一供应受限格局有望延续至2028年,为美光等龙头带来持续的定价能力。
美光跻身“千元股”俱乐部!华尔街仍看好后续涨势,密集上调目标价
看
363
回复
评论
点赞
2
编组 21备份 2
分享
举报
小苹果的花啦啦啦哈哈哈哈哈
小苹果的花啦啦啦哈哈哈哈哈
·
06-02
英伟达666
期权大单|英伟达进军PC处理器,远月实值Call成交超4000万美元;诺基亚Q1扭亏转型AI光网络,多张Call单飙升近200%
期权方面,英伟达近两日大单以Call为主,整体方向呈现结构性分歧。当日成交481.41万张,看涨期权占比攀升至72%。此外,从期权链上看,美光科技当日多张Call单飙升逾200%。英伟达;数据来源:Market Chameleon看多侧,机构资金强势买入远月实值Call,表达中长期强烈看多观点。
期权大单|英伟达进军PC处理器,远月实值Call成交超4000万美元;诺基亚Q1扭亏转型AI光网络,多张Call单飙升近200%
看
443
回复
评论
点赞
1
编组 21备份 2
分享
举报
小苹果的花啦啦啦哈哈哈哈哈
小苹果的花啦啦啦哈哈哈哈哈
·
06-01
太棒了,这个可太有看头了
看
402
回复
评论
点赞
3
编组 21备份 2
分享
举报
小苹果的花啦啦啦哈哈哈哈哈
小苹果的花啦啦啦哈哈哈哈哈
·
05-26
参与活动我就能赢[财迷]
看
452
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
暂无关注
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3577074953058887","uuid":"3577074953058887","gmtCreate":1613981043411,"gmtModify":1781184851587,"name":"小苹果的花啦啦啦哈哈哈哈哈","pinyin":"xpgdhlllhhhhhxiaopingguodehualalalahahahahaha","introduction":"","introductionEn":"","signature":"yyyyyyyyyyy哈哈哈哈哈哈爸爸v给哥哥","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":335,"headSize":1518,"tweetSize":232,"questionSize":4,"limitLevel":999,"accountStatus":4,"level":{"id":8,"name":"将军虎","nameTw":"將軍虎","represent":"威风凛凛","factor":"发布300条非转发主帖,其中100条优质帖,100条帖子被编辑选为精华,评论400次","iconColor":"F55561","bgColor":"FFBECD"},"themeCounts":25,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":532,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"d7351beae51a4ecebc8205a3623751f3-1","templateUuid":"d7351beae51a4ecebc8205a3623751f3","name":"小虎调研团","description":"官方认证小虎调研团成员","bigImgUrl":"https://static.tigerbbs.com/8ac6a6849665f8f6c8329932c8573b37","smallImgUrl":"https://static.tigerbbs.com/2f8b7f84eed1e2bff70c58b0e6b464c5","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":1665964800000,"redirectLinkValidityTo":1672444800000,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":4001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"9df0feab09f641fbb7250e9d275b592d-1","templateUuid":"9df0feab09f641fbb7250e9d275b592d","name":"2025百万美金","description":"2025年度投资收益超越100万美金","bigImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","smallImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","grayImgUrl":"https://static.tigerbbs.com/d86cdc6208765232493ea0a0f2697ebd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":2,"allocatedDate":"2026.01.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":6002,"isScarce":1,"effectConfig":null,"effectEnabled":1,"plateImgUrl":null,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-3","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识航海家","description":"观看学堂课程满50节","bigImgUrl":"https://static.tigerbbs.com/21acbb5884e07b96522d8d84c4b7acea","smallImgUrl":"https://static.tigerbbs.com/e4e8dc2edfbfee912f4e68fe6c23b3f0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.27","exceedPercentage":"93.22%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"93.16%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":8,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":1,"location":"北京","starInvestorFollowerNum":299,"starInvestorFlag":true,"starInvestorOrderShareNum":199,"subscribeStarInvestorNum":1188,"ror":5.72,"winRationPercentage":36.8,"showRor":true,"investmentPhilosophy":"自动化测试投资理念","starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":575837684627160,"gmtCreate":1781599257445,"gmtModify":1781599352811,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575837684627160","repostId":"575583766459616","repostType":1,"repost":{"id":575583766459616,"gmtCreate":1781531665586,"gmtModify":1781532876212,"author":{"id":"4182301881882362","authorId":"4182301881882362","name":"Davidmtr","avatar":"https://community-static.tradeup.com/news/31538443a956ed44dced4181685dada3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182301881882362","authorIdStr":"4182301881882362"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/SPX 20260618 5550.0 PUT\">$SPX 20260618 5550.0 PUT$ </a>新股IPO札堆出现,先将之前试做的SPX SP废纸价平仓拿回按金,这次Cboe活动的免佣及平台费劵已可正常使用","listText":"<a href=\"https://laohu8.com/OPT/SPX 20260618 5550.0 PUT\">$SPX 20260618 5550.0 PUT$ </a>新股IPO札堆出现,先将之前试做的SPX SP废纸价平仓拿回按金,这次Cboe活动的免佣及平台费劵已可正常使用","text":"$SPX 20260618 5550.0 PUT$ 新股IPO札堆出现,先将之前试做的SPX SP废纸价平仓拿回按金,这次Cboe活动的免佣及平台费劵已可正常使用","images":[{"img":"https://community-static.tradeup.com/news/4d3ebf1ffafd267f31c0bfdfa6d83155","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575583766459616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574066128564320,"gmtCreate":1781166734240,"gmtModify":1781167235538,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"themes":[],"title":"","htmlText":"可以 加油","listText":"可以 加油","text":"可以 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574066128564320","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573921171796512,"gmtCreate":1781147410301,"gmtModify":1781154754886,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"themes":[],"title":"","htmlText":"加油啊 挺过去","listText":"加油啊 挺过去","text":"加油啊 挺过去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573921171796512","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573700642445832,"gmtCreate":1781093354195,"gmtModify":1781097199844,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"themes":[],"title":"","htmlText":"想知道英伟达什么时候到底 什么时候值得入手","listText":"想知道英伟达什么时候到底 什么时候值得入手","text":"想知道英伟达什么时候到底 什么时候值得入手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/573700642445832","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3459462368857793","authorId":"3459462368857793","name":"一路走来cd","avatar":"https://static.tigerbbs.com/be085af43e85927a88d1e952e6e9afec","crmLevel":2,"crmLevelSwitch":1,"idStr":"3459462368857793","authorIdStr":"3459462368857793"},"content":"短线,190-200之间,可以卖put介入","text":"短线,190-200之间,可以卖put介入","html":"短线,190-200之间,可以卖put介入"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573627957619072,"gmtCreate":1781075603290,"gmtModify":1781083946732,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"themes":[],"title":"","htmlText":"赶紧涨吧 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","listText":"赶紧涨吧 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","text":"赶紧涨吧 $苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/573627957619072","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"content":"[微笑] [微笑] [微笑]","text":"[微笑] [微笑] [微笑]","html":"[微笑] [微笑] [微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573622088523792,"gmtCreate":1781074086056,"gmtModify":1781528375298,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"themes":[],"title":"","htmlText":"现在美股真是牛市啊 真的是牛市","listText":"现在美股真是牛市啊 真的是牛市","text":"现在美股真是牛市啊 真的是牛市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573622088523792","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570924602323432,"gmtCreate":1780386098781,"gmtModify":1780386246384,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"themes":[],"title":"","htmlText":"美光挡不住啦","listText":"美光挡不住啦","text":"美光挡不住啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570924602323432","repostId":"1129025729","repostType":2,"repost":{"id":"1129025729","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1780372085,"share":"https://www.laohu8.com/m/news/1129025729?lang=zh_CN&edition=full","pubTime":"2026-06-02 11:48","market":"us","language":"zh","title":"美光跻身“千元股”俱乐部!华尔街仍看好后续涨势,密集上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1129025729","media":"老虎资讯综合","summary":"周一,美光股价大涨6.64%,收报1034.74美元,正式迈入“千元股”俱乐部。分析师密集上调目标价:AI需求与供应受限是核心逻辑晨星分析师William Kerwin:美光股价突破1000美元大关可能会让投资者感到兴奋。多位分析师已上调该股目标价,暗示较周一收盘价1034.74美元仍有上涨空间。分析师普遍认为,这一供应受限格局有望延续至2028年,为美光等龙头带来持续的定价能力。","content":"<html><head></head><body><p style=\"text-align: left;\">在投资者对这家存储芯片制造商把握人工智能趋势能力的热情推动下, <a href=\"https://laohu8.com/S/MU\">美光科技</a> 股价首次收于1000美元上方。周一,美光股价大涨6.64%,收报1034.74美元,正式迈入“千元股”俱乐部。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/29226e55971ed9ef0ff59e0605b1b695\" tg-width=\"1219\" tg-height=\"813\"/></p><p style=\"text-align: left;\">周一,据Stifel分析师Brian Chin,美光可能成为英伟达通过其RTX Spark产品进军个人计算芯片领域的受益者。</p><p style=\"text-align: start;\">这是因为英伟达新款PC芯片能够支持更高的内存容量——美光的内存芯片很可能成为这一趋势的受益者——并且比普通PC处理器具备更高的能效。英伟达这款芯片将于今年秋季发布,将为戴尔、惠普、联想和微软等公司的台式机提供动力。</p><hr/><h3 id=\"id_1059726204\" style=\"text-align: start;\">分析师密集上调目标价:AI需求与供应受限是核心逻辑</h3><p style=\"text-align: start;\">晨星分析师William Kerwin:美光股价突破1000美元大关可能会让投资者感到兴奋。多位分析师已上调该股目标价,暗示较周一收盘价1034.74美元仍有上涨空间。</p><p style=\"text-align: start;\"><strong>Raymond James:目标价从530美元上调至1100美元</strong></p><p style=\"text-align: start;\">当天早些时候,Raymond James分析师Melissa Fairbanks将其目标价从530美元上调至1100美元,并表示她预计AI需求和“受限”的内存供应将持续至2027年和2028年,这将使美光能够维持高价位。</p><p style=\"text-align: start;\">她在报告中写道,随着每一代新图形处理器的推出,高带宽内存(HBM)芯片变得愈发复杂,这进一步巩固了该公司作为市场上少数HBM供应商的地位。</p><p style=\"text-align: start;\"><strong>D.A. Davidson:目标价上调至1500美元,未看到竞争对手</strong></p><p style=\"text-align: start;\">上周,D.A. Davidson分析师Gil Luria将其目标价从1000美元上调至1500美元,并表示美光与SK海力士和三星共同占据了“几乎全部”的DRAM和高带宽内存市场。</p><p style=\"text-align: start;\">他在报告中表示“未看到任何竞争对手出现”。这是因为进入该市场需要新建晶圆厂,而建设周期可能长达两到三年。</p><hr/><h3 id=\"id_3331447363\" style=\"text-align: start;\">行业格局:三大巨头垄断,高壁垒构筑长期护城河</h3><p style=\"text-align: start;\">目前,全球HBM市场由美光、SK海力士和三星三家主导。随着AI芯片对带宽和容量的要求指数级增长,HBM每代产品的技术复杂度大幅提升,新进入者不仅面临巨额资本开支,还需攻克先进封装、散热等工程难题。分析师普遍认为,这一供应受限格局有望延续至2028年,为美光等龙头带来持续的定价能力。</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>美光跻身“千元股”俱乐部!华尔街仍看好后续涨势,密集上调目标价</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美光跻身“千元股”俱乐部!华尔街仍看好后续涨势,密集上调目标价\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\">2026-06-02 11:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">在投资者对这家存储芯片制造商把握人工智能趋势能力的热情推动下, <a href=\"https://laohu8.com/S/MU\">美光科技</a> 股价首次收于1000美元上方。周一,美光股价大涨6.64%,收报1034.74美元,正式迈入“千元股”俱乐部。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/29226e55971ed9ef0ff59e0605b1b695\" tg-width=\"1219\" tg-height=\"813\"/></p><p style=\"text-align: left;\">周一,据Stifel分析师Brian Chin,美光可能成为英伟达通过其RTX Spark产品进军个人计算芯片领域的受益者。</p><p style=\"text-align: start;\">这是因为英伟达新款PC芯片能够支持更高的内存容量——美光的内存芯片很可能成为这一趋势的受益者——并且比普通PC处理器具备更高的能效。英伟达这款芯片将于今年秋季发布,将为戴尔、惠普、联想和微软等公司的台式机提供动力。</p><hr/><h3 id=\"id_1059726204\" style=\"text-align: start;\">分析师密集上调目标价:AI需求与供应受限是核心逻辑</h3><p style=\"text-align: start;\">晨星分析师William Kerwin:美光股价突破1000美元大关可能会让投资者感到兴奋。多位分析师已上调该股目标价,暗示较周一收盘价1034.74美元仍有上涨空间。</p><p style=\"text-align: start;\"><strong>Raymond James:目标价从530美元上调至1100美元</strong></p><p style=\"text-align: start;\">当天早些时候,Raymond James分析师Melissa Fairbanks将其目标价从530美元上调至1100美元,并表示她预计AI需求和“受限”的内存供应将持续至2027年和2028年,这将使美光能够维持高价位。</p><p style=\"text-align: start;\">她在报告中写道,随着每一代新图形处理器的推出,高带宽内存(HBM)芯片变得愈发复杂,这进一步巩固了该公司作为市场上少数HBM供应商的地位。</p><p style=\"text-align: start;\"><strong>D.A. Davidson:目标价上调至1500美元,未看到竞争对手</strong></p><p style=\"text-align: start;\">上周,D.A. Davidson分析师Gil Luria将其目标价从1000美元上调至1500美元,并表示美光与SK海力士和三星共同占据了“几乎全部”的DRAM和高带宽内存市场。</p><p style=\"text-align: start;\">他在报告中表示“未看到任何竞争对手出现”。这是因为进入该市场需要新建晶圆厂,而建设周期可能长达两到三年。</p><hr/><h3 id=\"id_3331447363\" style=\"text-align: start;\">行业格局:三大巨头垄断,高壁垒构筑长期护城河</h3><p style=\"text-align: start;\">目前,全球HBM市场由美光、SK海力士和三星三家主导。随着AI芯片对带宽和容量的要求指数级增长,HBM每代产品的技术复杂度大幅提升,新进入者不仅面临巨额资本开支,还需攻克先进封装、散热等工程难题。分析师普遍认为,这一供应受限格局有望延续至2028年,为美光等龙头带来持续的定价能力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fb6c27905023f573f32fe10b8dfeacc7","relate_stocks":{"MUU":"2倍做多MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技","MUD":"1倍做空MU ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129025729","content_text":"在投资者对这家存储芯片制造商把握人工智能趋势能力的热情推动下, 美光科技 股价首次收于1000美元上方。周一,美光股价大涨6.64%,收报1034.74美元,正式迈入“千元股”俱乐部。周一,据Stifel分析师Brian Chin,美光可能成为英伟达通过其RTX Spark产品进军个人计算芯片领域的受益者。这是因为英伟达新款PC芯片能够支持更高的内存容量——美光的内存芯片很可能成为这一趋势的受益者——并且比普通PC处理器具备更高的能效。英伟达这款芯片将于今年秋季发布,将为戴尔、惠普、联想和微软等公司的台式机提供动力。分析师密集上调目标价:AI需求与供应受限是核心逻辑晨星分析师William Kerwin:美光股价突破1000美元大关可能会让投资者感到兴奋。多位分析师已上调该股目标价,暗示较周一收盘价1034.74美元仍有上涨空间。Raymond James:目标价从530美元上调至1100美元当天早些时候,Raymond James分析师Melissa Fairbanks将其目标价从530美元上调至1100美元,并表示她预计AI需求和“受限”的内存供应将持续至2027年和2028年,这将使美光能够维持高价位。她在报告中写道,随着每一代新图形处理器的推出,高带宽内存(HBM)芯片变得愈发复杂,这进一步巩固了该公司作为市场上少数HBM供应商的地位。D.A. Davidson:目标价上调至1500美元,未看到竞争对手上周,D.A. Davidson分析师Gil Luria将其目标价从1000美元上调至1500美元,并表示美光与SK海力士和三星共同占据了“几乎全部”的DRAM和高带宽内存市场。他在报告中表示“未看到任何竞争对手出现”。这是因为进入该市场需要新建晶圆厂,而建设周期可能长达两到三年。行业格局:三大巨头垄断,高壁垒构筑长期护城河目前,全球HBM市场由美光、SK海力士和三星三家主导。随着AI芯片对带宽和容量的要求指数级增长,HBM每代产品的技术复杂度大幅提升,新进入者不仅面临巨额资本开支,还需攻克先进封装、散热等工程难题。分析师普遍认为,这一供应受限格局有望延续至2028年,为美光等龙头带来持续的定价能力。","news_type":1,"symbols_score_info":{"MU":2,"MULL":0.6,"MUU":0.6,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570922520563928,"gmtCreate":1780385468080,"gmtModify":1780386245867,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"themes":[],"title":"","htmlText":"英伟达666","listText":"英伟达666","text":"英伟达666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570922520563928","repostId":"1161021467","repostType":4,"repost":{"id":"1161021467","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1780383658,"share":"https://www.laohu8.com/m/news/1161021467?lang=zh_CN&edition=full","pubTime":"2026-06-02 15:00","market":"us","language":"zh","title":"期权大单|英伟达进军PC处理器,远月实值Call成交超4000万美元;诺基亚Q1扭亏转型AI光网络,多张Call单飙升近200%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161021467","media":"老虎资讯综合","summary":"期权方面,英伟达近两日大单以Call为主,整体方向呈现结构性分歧。当日成交481.41万张,看涨期权占比攀升至72%。此外,从期权链上看,美光科技当日多张Call单飙升逾200%。英伟达;数据来源:Market Chameleon看多侧,机构资金强势买入远月实值Call,表达中长期强烈看多观点。","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">6月首个交易日,期权市场总成交量6635.7万张合约,高于90日均量;英伟达当日成交481.41万张,看涨期权占比攀升至72%;诺基亚当日成交79.12万张,看涨期权占比达87%,多张Call单飙升近200%>></p></blockquote><h2 style=\"text-align: left;\">一、市场概览 (6月1日)</h2><p style=\"text-align: left;\">美股于6月份首个交易日反复回升,三大指数齐创即市和收市历史新高:道琼斯指数涨0.09%,报51078.88点;标普500指数涨0.26%,报7599.96点;纳斯达克综合指数涨0.42%,报27086.81点。市场全天维持窄幅震荡,资金在科技与能源板块间来回切换,成交仍以AI产业链为主线。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5a4f92a72f40f049cbbbe69401a4390a\" data-align=\"center\" tg-width=\"774\" tg-height=\"159\"/><span></span></p><p style=\"text-align: left;\">期权市场总成交量近6635.7万张合约,环比前一交易日(7569.1万张合约)小幅下降,但仍高于90日均量(6179.4万张合约),其中看涨期权占比小幅上升至64%。</p><p class=\"t-img-caption\"><img alt=\"数据来源:Market Chameleon\" src=\"https://community-static.tradeup.com/news/68ee4429dcd7cbd560b46acb14be0db1\" data-align=\"center\" tg-width=\"1881\" tg-height=\"491\"/><span>数据来源:Market Chameleon</span></p><h2 style=\"text-align: left;\">二、期权成交总量TOP10</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9662c4d6b1c1f04de0467a690e5721a6\" data-align=\"center\" tg-width=\"1080\" tg-height=\"2048\"/><span></span></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 6月首个交易日大涨逾6%,股价报224.36美元,市值突破5.4万亿美元。</strong>消息面上,英伟达在Computex大会上正式宣布进军PC处理器市场,推出基于Arm架构的RTX Spark超级芯片,获多家大行上调目标价,Susquehanna将目标价大幅上调至1750美元,称AI算力需求将持续爆发。此外,CEO黄仁勋在演讲中将2026年定义为“Agentic AI时代全面到来之年”,引发市场高度关注。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da0aa70664566cb466141b2754963a9c\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">期权方面,英伟达近两日大单以Call为主,整体方向呈现结构性分歧。当日成交481.41万张,看涨期权占比攀升至72%。此外,从期权链上看,美光科技当日多张Call单飙升逾200%。</p><p class=\"t-img-caption\"><img alt=\"英伟达;数据来源:Market Chameleon\" src=\"https://community-static.tradeup.com/news/44dbd8423c2c33dbcd7416dba0d706c2\" data-align=\"center\" tg-width=\"1583\" tg-height=\"395\"/><span>英伟达;数据来源:Market Chameleon</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/505a09138d51439b8c419ff054abfae4\" data-align=\"center\" tg-width=\"1839\" tg-height=\"837\"/><span></span></p><p style=\"text-align: left;\">看多侧,机构资金强势买入远月实值Call,表达中长期强烈看多观点。其中,2026年9月到期、行权价190美元的看涨期权买入9500张,成交额高达4113.5万美元;2027年3月到期、行权价200美元的看涨期权也买入1536张,成交额783.36万美元。这些深度实值、期限较长的配置,更偏向获取高Delta敞口,是对公司基本面和长期业绩周期的直接看多押注。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d1d7bc82d34786cc743578bab445213\" data-align=\"center\" tg-width=\"1206\" tg-height=\"821\"/><span></span></p><p style=\"text-align: left;\">同时,市场也出现显著的看空或对冲操作:机构大额卖出近月虚值Call(6月到期245美元Call 1.25万张、7月到期230美元Call 2000张),并构建熊市看涨价差组合(卖出8月到期230美元Call、买入250美元Call,共2160组),净收入权利金约128.3万美元。该策略旨在赚取时间价值,同时限制上行风险,押注股价区间震荡或小幅下行。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bed785b7ba3b4e41db3b1b0bdc6b3241\" data-align=\"center\" tg-width=\"1206\" tg-height=\"699\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/371bd1b65675f82a4b5503e3a68c5d00\" data-align=\"center\" tg-width=\"1206\" tg-height=\"735\"/><span></span></p><h2 style=\"text-align: left;\">三、异动观察</h2><p class=\"t-img-caption\"><img alt=\"数据来源:Market Chameleon\" src=\"https://community-static.tradeup.com/news/399c86f9699dcc0adf07b9e5f86a7a05\" data-align=\"center\" tg-width=\"1254\" tg-height=\"543\"/><span>数据来源:Market Chameleon</span></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NOK\">诺基亚</a></strong> <strong>6月1日收盘大涨9.5%,报16.25美元,股价创近16年新高</strong>,年内累计涨幅超140%,市值升至约865亿美元。消息面上,市场正将诺基亚重新定义为AI基础设施的光网络核心供应商——其与英伟达、谷歌、微软等巨头的深度合作成为核心催化剂,此前英伟达于2025年10月以每股6.01美元向诺基亚投资10亿美元,拉开AI-RAN战略合作序幕。<strong>Q1财报全面超预期</strong>:净销售额44.97亿欧元(约52.8亿美元),同比增长2%,净利润8700万欧元,较去年同期亏损6000万欧元大幅扭亏;来自AI及云客户的相关销售额飙升49%,光网络业务同比增长20%,集团季度新订单约10亿欧元,公司已将AI与云领域2025-2028年复合增长率预期从16%上调至27%。<strong>摩根士丹利将诺基亚列为首选股</strong>,目标价从11欧元上调至14欧元,核心逻辑是其从传统电信设备商向数据中心光网络供应商的转型;瑞银亦恢复关注。公司高级管理层近期在纽交所及赫尔辛基交易所连续增持股份,包括高级经理Victoria Hanrahan于5月26日及28日购入44,682股,进一步强化市场对公司战略转型的信心。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc3df8db0200699154ec9cd0f2365801\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">期权方面,诺基亚当日成交79.12万张,看涨期权占比攀升至87%,其中于6月5日到期的17美元行使价的看涨期权成交居前,成交近超3.5万张。从期权链上来看,诺基亚当日多张Call单飙升近200%。</p><p style=\"text-align: left;\">截至目前,诺基亚期权的隐含波动率(IV)高达91.33%,其IV百分位达到惊人的99.60%。与此同时,Call/Put成交量比达到5.67,显示看涨期权交易占据绝对主导,市场情绪偏向看涨或对上行波动有强烈预期。</p><p style=\"text-align: left;\">近两日大单交易以Call为主,策略方向呈现分化。一方面,有投资者构建熊市看涨价差(Bear Call Spread)以收取权利金并博弈股价不会大幅上行。例如,卖出7,429张行权价14.00美元(实值)的短期Call,同时买入行权价17.00美元(虚值)的长期Call,净收取权利金0.90美元/张,总额约66.86万美元。另一方面,存在强烈的单边做多押注,有投资者买入9,288张行权价18.00美元(虚值)的短期Call,成交额约73.38万美元,博弈股价短期内突破18美元。</p><p class=\"t-img-caption\"><img alt=\"诺基亚;来源:Market Chameleon\" src=\"https://community-static.tradeup.com/news/cc40810ec28579dbb14e202dc1f3f9a0\" data-align=\"center\" tg-width=\"1573\" tg-height=\"403\"/><span>诺基亚;来源:Market Chameleon</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4c11cd7eeeac5df3cbe2a9f04f981ef6\" data-align=\"center\" tg-width=\"1840\" tg-height=\"882\"/><span></span></p><p style=\"text-align: left;\"></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|英伟达进军PC处理器,远月实值Call成交超4000万美元;诺基亚Q1扭亏转型AI光网络,多张Call单飙升近200%</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期权大单|英伟达进军PC处理器,远月实值Call成交超4000万美元;诺基亚Q1扭亏转型AI光网络,多张Call单飙升近200%\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\">2026-06-02 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\">6月首个交易日,期权市场总成交量6635.7万张合约,高于90日均量;英伟达当日成交481.41万张,看涨期权占比攀升至72%;诺基亚当日成交79.12万张,看涨期权占比达87%,多张Call单飙升近200%>></p></blockquote><h2 style=\"text-align: left;\">一、市场概览 (6月1日)</h2><p style=\"text-align: left;\">美股于6月份首个交易日反复回升,三大指数齐创即市和收市历史新高:道琼斯指数涨0.09%,报51078.88点;标普500指数涨0.26%,报7599.96点;纳斯达克综合指数涨0.42%,报27086.81点。市场全天维持窄幅震荡,资金在科技与能源板块间来回切换,成交仍以AI产业链为主线。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5a4f92a72f40f049cbbbe69401a4390a\" data-align=\"center\" tg-width=\"774\" tg-height=\"159\"/><span></span></p><p style=\"text-align: left;\">期权市场总成交量近6635.7万张合约,环比前一交易日(7569.1万张合约)小幅下降,但仍高于90日均量(6179.4万张合约),其中看涨期权占比小幅上升至64%。</p><p class=\"t-img-caption\"><img alt=\"数据来源:Market Chameleon\" src=\"https://community-static.tradeup.com/news/68ee4429dcd7cbd560b46acb14be0db1\" data-align=\"center\" tg-width=\"1881\" tg-height=\"491\"/><span>数据来源:Market Chameleon</span></p><h2 style=\"text-align: left;\">二、期权成交总量TOP10</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9662c4d6b1c1f04de0467a690e5721a6\" data-align=\"center\" tg-width=\"1080\" tg-height=\"2048\"/><span></span></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 6月首个交易日大涨逾6%,股价报224.36美元,市值突破5.4万亿美元。</strong>消息面上,英伟达在Computex大会上正式宣布进军PC处理器市场,推出基于Arm架构的RTX Spark超级芯片,获多家大行上调目标价,Susquehanna将目标价大幅上调至1750美元,称AI算力需求将持续爆发。此外,CEO黄仁勋在演讲中将2026年定义为“Agentic AI时代全面到来之年”,引发市场高度关注。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da0aa70664566cb466141b2754963a9c\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">期权方面,英伟达近两日大单以Call为主,整体方向呈现结构性分歧。当日成交481.41万张,看涨期权占比攀升至72%。此外,从期权链上看,美光科技当日多张Call单飙升逾200%。</p><p class=\"t-img-caption\"><img alt=\"英伟达;数据来源:Market Chameleon\" src=\"https://community-static.tradeup.com/news/44dbd8423c2c33dbcd7416dba0d706c2\" data-align=\"center\" tg-width=\"1583\" tg-height=\"395\"/><span>英伟达;数据来源:Market Chameleon</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/505a09138d51439b8c419ff054abfae4\" data-align=\"center\" tg-width=\"1839\" tg-height=\"837\"/><span></span></p><p style=\"text-align: left;\">看多侧,机构资金强势买入远月实值Call,表达中长期强烈看多观点。其中,2026年9月到期、行权价190美元的看涨期权买入9500张,成交额高达4113.5万美元;2027年3月到期、行权价200美元的看涨期权也买入1536张,成交额783.36万美元。这些深度实值、期限较长的配置,更偏向获取高Delta敞口,是对公司基本面和长期业绩周期的直接看多押注。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d1d7bc82d34786cc743578bab445213\" data-align=\"center\" tg-width=\"1206\" tg-height=\"821\"/><span></span></p><p style=\"text-align: left;\">同时,市场也出现显著的看空或对冲操作:机构大额卖出近月虚值Call(6月到期245美元Call 1.25万张、7月到期230美元Call 2000张),并构建熊市看涨价差组合(卖出8月到期230美元Call、买入250美元Call,共2160组),净收入权利金约128.3万美元。该策略旨在赚取时间价值,同时限制上行风险,押注股价区间震荡或小幅下行。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bed785b7ba3b4e41db3b1b0bdc6b3241\" data-align=\"center\" tg-width=\"1206\" tg-height=\"699\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/371bd1b65675f82a4b5503e3a68c5d00\" data-align=\"center\" tg-width=\"1206\" tg-height=\"735\"/><span></span></p><h2 style=\"text-align: left;\">三、异动观察</h2><p class=\"t-img-caption\"><img alt=\"数据来源:Market Chameleon\" src=\"https://community-static.tradeup.com/news/399c86f9699dcc0adf07b9e5f86a7a05\" data-align=\"center\" tg-width=\"1254\" tg-height=\"543\"/><span>数据来源:Market Chameleon</span></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NOK\">诺基亚</a></strong> <strong>6月1日收盘大涨9.5%,报16.25美元,股价创近16年新高</strong>,年内累计涨幅超140%,市值升至约865亿美元。消息面上,市场正将诺基亚重新定义为AI基础设施的光网络核心供应商——其与英伟达、谷歌、微软等巨头的深度合作成为核心催化剂,此前英伟达于2025年10月以每股6.01美元向诺基亚投资10亿美元,拉开AI-RAN战略合作序幕。<strong>Q1财报全面超预期</strong>:净销售额44.97亿欧元(约52.8亿美元),同比增长2%,净利润8700万欧元,较去年同期亏损6000万欧元大幅扭亏;来自AI及云客户的相关销售额飙升49%,光网络业务同比增长20%,集团季度新订单约10亿欧元,公司已将AI与云领域2025-2028年复合增长率预期从16%上调至27%。<strong>摩根士丹利将诺基亚列为首选股</strong>,目标价从11欧元上调至14欧元,核心逻辑是其从传统电信设备商向数据中心光网络供应商的转型;瑞银亦恢复关注。公司高级管理层近期在纽交所及赫尔辛基交易所连续增持股份,包括高级经理Victoria Hanrahan于5月26日及28日购入44,682股,进一步强化市场对公司战略转型的信心。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc3df8db0200699154ec9cd0f2365801\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">期权方面,诺基亚当日成交79.12万张,看涨期权占比攀升至87%,其中于6月5日到期的17美元行使价的看涨期权成交居前,成交近超3.5万张。从期权链上来看,诺基亚当日多张Call单飙升近200%。</p><p style=\"text-align: left;\">截至目前,诺基亚期权的隐含波动率(IV)高达91.33%,其IV百分位达到惊人的99.60%。与此同时,Call/Put成交量比达到5.67,显示看涨期权交易占据绝对主导,市场情绪偏向看涨或对上行波动有强烈预期。</p><p style=\"text-align: left;\">近两日大单交易以Call为主,策略方向呈现分化。一方面,有投资者构建熊市看涨价差(Bear Call Spread)以收取权利金并博弈股价不会大幅上行。例如,卖出7,429张行权价14.00美元(实值)的短期Call,同时买入行权价17.00美元(虚值)的长期Call,净收取权利金0.90美元/张,总额约66.86万美元。另一方面,存在强烈的单边做多押注,有投资者买入9,288张行权价18.00美元(虚值)的短期Call,成交额约73.38万美元,博弈股价短期内突破18美元。</p><p class=\"t-img-caption\"><img alt=\"诺基亚;来源:Market Chameleon\" src=\"https://community-static.tradeup.com/news/cc40810ec28579dbb14e202dc1f3f9a0\" data-align=\"center\" tg-width=\"1573\" tg-height=\"403\"/><span>诺基亚;来源:Market Chameleon</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4c11cd7eeeac5df3cbe2a9f04f981ef6\" data-align=\"center\" tg-width=\"1840\" tg-height=\"882\"/><span></span></p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"NVDA":"英伟达","LNOK":"Defiance Daily Target 2X Long NOK ETF","MUU":"2倍做多MU ETF-Direxion","MUD":"1倍做空MU ETF-Direxion","MVLL":"2倍做多MRVL ETF-GraniteShares","MRVU":"Direxion Daily MRVL Bull 2X ETF","NOK":"诺基亚","MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161021467","content_text":"6月首个交易日,期权市场总成交量6635.7万张合约,高于90日均量;英伟达当日成交481.41万张,看涨期权占比攀升至72%;诺基亚当日成交79.12万张,看涨期权占比达87%,多张Call单飙升近200%>>一、市场概览 (6月1日)美股于6月份首个交易日反复回升,三大指数齐创即市和收市历史新高:道琼斯指数涨0.09%,报51078.88点;标普500指数涨0.26%,报7599.96点;纳斯达克综合指数涨0.42%,报27086.81点。市场全天维持窄幅震荡,资金在科技与能源板块间来回切换,成交仍以AI产业链为主线。期权市场总成交量近6635.7万张合约,环比前一交易日(7569.1万张合约)小幅下降,但仍高于90日均量(6179.4万张合约),其中看涨期权占比小幅上升至64%。数据来源:Market Chameleon二、期权成交总量TOP10英伟达 6月首个交易日大涨逾6%,股价报224.36美元,市值突破5.4万亿美元。消息面上,英伟达在Computex大会上正式宣布进军PC处理器市场,推出基于Arm架构的RTX Spark超级芯片,获多家大行上调目标价,Susquehanna将目标价大幅上调至1750美元,称AI算力需求将持续爆发。此外,CEO黄仁勋在演讲中将2026年定义为“Agentic AI时代全面到来之年”,引发市场高度关注。期权方面,英伟达近两日大单以Call为主,整体方向呈现结构性分歧。当日成交481.41万张,看涨期权占比攀升至72%。此外,从期权链上看,美光科技当日多张Call单飙升逾200%。英伟达;数据来源:Market Chameleon看多侧,机构资金强势买入远月实值Call,表达中长期强烈看多观点。其中,2026年9月到期、行权价190美元的看涨期权买入9500张,成交额高达4113.5万美元;2027年3月到期、行权价200美元的看涨期权也买入1536张,成交额783.36万美元。这些深度实值、期限较长的配置,更偏向获取高Delta敞口,是对公司基本面和长期业绩周期的直接看多押注。同时,市场也出现显著的看空或对冲操作:机构大额卖出近月虚值Call(6月到期245美元Call 1.25万张、7月到期230美元Call 2000张),并构建熊市看涨价差组合(卖出8月到期230美元Call、买入250美元Call,共2160组),净收入权利金约128.3万美元。该策略旨在赚取时间价值,同时限制上行风险,押注股价区间震荡或小幅下行。三、异动观察数据来源:Market Chameleon诺基亚 6月1日收盘大涨9.5%,报16.25美元,股价创近16年新高,年内累计涨幅超140%,市值升至约865亿美元。消息面上,市场正将诺基亚重新定义为AI基础设施的光网络核心供应商——其与英伟达、谷歌、微软等巨头的深度合作成为核心催化剂,此前英伟达于2025年10月以每股6.01美元向诺基亚投资10亿美元,拉开AI-RAN战略合作序幕。Q1财报全面超预期:净销售额44.97亿欧元(约52.8亿美元),同比增长2%,净利润8700万欧元,较去年同期亏损6000万欧元大幅扭亏;来自AI及云客户的相关销售额飙升49%,光网络业务同比增长20%,集团季度新订单约10亿欧元,公司已将AI与云领域2025-2028年复合增长率预期从16%上调至27%。摩根士丹利将诺基亚列为首选股,目标价从11欧元上调至14欧元,核心逻辑是其从传统电信设备商向数据中心光网络供应商的转型;瑞银亦恢复关注。公司高级管理层近期在纽交所及赫尔辛基交易所连续增持股份,包括高级经理Victoria Hanrahan于5月26日及28日购入44,682股,进一步强化市场对公司战略转型的信心。期权方面,诺基亚当日成交79.12万张,看涨期权占比攀升至87%,其中于6月5日到期的17美元行使价的看涨期权成交居前,成交近超3.5万张。从期权链上来看,诺基亚当日多张Call单飙升近200%。截至目前,诺基亚期权的隐含波动率(IV)高达91.33%,其IV百分位达到惊人的99.60%。与此同时,Call/Put成交量比达到5.67,显示看涨期权交易占据绝对主导,市场情绪偏向看涨或对上行波动有强烈预期。近两日大单交易以Call为主,策略方向呈现分化。一方面,有投资者构建熊市看涨价差(Bear Call Spread)以收取权利金并博弈股价不会大幅上行。例如,卖出7,429张行权价14.00美元(实值)的短期Call,同时买入行权价17.00美元(虚值)的长期Call,净收取权利金0.90美元/张,总额约66.86万美元。另一方面,存在强烈的单边做多押注,有投资者买入9,288张行权价18.00美元(虚值)的短期Call,成交额约73.38万美元,博弈股价短期内突破18美元。诺基亚;来源:Market Chameleon","news_type":1,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"NVDA":2,"LNOK":0.6,"MRVU":0.6,"MUU":0.6,"NOK":2,"MVLL":0.6}},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570583629960616,"gmtCreate":1780306929844,"gmtModify":1780307021295,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"themes":[],"title":"","htmlText":"太棒了,这个可太有看头了","listText":"太棒了,这个可太有看头了","text":"太棒了,这个可太有看头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570583629960616","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568355120902416,"gmtCreate":1779779777348,"gmtModify":1779780628327,"author":{"id":"3577074953058887","authorId":"3577074953058887","name":"小苹果的花啦啦啦哈哈哈哈哈","avatar":"https://static.tigerbbs.com/0929759bd5ea4ce4e5ba35a57bc0262e","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577074953058887","authorIdStr":"3577074953058887"},"themes":[],"title":"","htmlText":"参与活动我就能赢[财迷] ","listText":"参与活动我就能赢[财迷] ","text":"参与活动我就能赢[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568355120902416","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}