意想不到的财报披露：OpenAI炸翻芯片板块_老虎社区_美港股上老虎 - 老虎社区

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意想不到的财报披露：OpenAI炸翻芯片板块

期权小班长
04-29 01:08

今晚行情如标题所述，行情回撤源于一则OpenAI的业绩传闻，说公司在第一季度未能达成内部营收目标。这就很尴尬了，对手谷歌和anthropic都在增长，只有Openai停滞不前了。如果谷歌和anthropic今年没有跑出来业绩，那今晚恐怕美股大盘要腰斩。所以今晚跌的不算多。

Openai这条营收消息其实算一次小财报，所以不出意外，下一季度这种行情可能要再来一遍，当然anthropic行情可能也会再来一遍。

Openai业绩低于预期带来的最大问题是，公司前期预定了太多数据中心产能，如果营收继续放缓，恐怕之前的资本支出承诺就是一场空谈了，所以芯片板块直接暴跌了。

$英特尔(INTC)$

从看跌开仓来看有两个路径，一是回调70缺口，二是维持80高位震荡。两种情况都有可能，不过考虑目前期权价格极其昂贵，可以先做sell put。

虽然对比之前是高位，但考虑今年英特尔市值可能会上万亿，现在这个点位接盘只是不太划算而已。

$美国超微公司(AMD)$

回补缺口，财报前在300之上高位震荡，iv依旧非常高，可以趁回调sell put

# 期权Q&A：期权知识，你问我答

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。

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雁门关向东二万五千里
·04-30 22:10
美国ai芯片太贵了，ai刚起步，就遇上高价算力，很难盈利的，
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NING667
·04-29 01:22
英特尔这行情，谨慎点没错。
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