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期权聚焦 | CBRS看涨情绪升温，近60万美元买入2026年9月260Call，IV处历史低位
09-05 09:03
期权聚焦 | CoreWeave虚值Call遭大单卖出，2135张押注90美元上方空间受限，谨慎偏空情绪升温
09-05 09:03
期权聚焦 | HOOD惊现320万美元熊市看涨价差，叠加268万美元虚值Put买入，机构押注上方承压？
09-05 09:02
期权聚焦 | Snowflake大跌5.4%后IV处历史低位，一笔51万美元虚值Call大单押注一年内重返350美元
09-05 09:02
期权聚焦 | ServiceNow惊现419万美元远期虚值Put卖出大单，机构押注120美元强支撑、温和看多收租
09-05 09:02
期权聚焦 | TSM惊现4460万美元远期实值Call大单，机构重仓押注2026年续涨；另有Bear Call Spread高位收租
09-05 09:02
期权聚焦 | GPRO远期1.5美元Put惊现61万美元大单，多空对垒下IV高企，资金押注长期下行风险
09-05 09:02
期权聚焦 | IREN惊现百万美元牛市看涨价差，远月65美元Call同步扫货，看涨情绪升温？
09-05 09:02
期权聚焦 | Moderna跨期CALL价差净收76.64万美元，近月双卖139/146Call、远月148/155牛市价差，温和看多震荡偏多
09-05 09:02
期权聚焦 | RKLB虚值Call大单卖出1104张，押注70美元上行受限；IV百分位仅1.6%期权定价偏便宜
09-05 09:02
期权聚焦 | Coinbase合成看跌大单押注中长期走弱，1.2万张远期140 Put卖出承接，多空分歧明显
09-05 09:02
期权聚焦 | AMZN远期225/220 Put多空对敲，171万卖Put收租对决84万买Put防御，结构性看涨仍占上风
09-05 09:01
期权聚焦 | 阿里巴巴跨期PUT价差净支出33万美元，近月实值Put+远月虚值Put布局下行，大单情绪偏空
09-05 09:01
期权聚焦 | NIO远期虚值Call遭93万美元大单卖出，同向双卖Call组合收租，资金押注上行受限偏空震荡
09-05 09:01
期权聚焦 | GOOGL大单偏空：44万美元买入330 Put，另有345/352.5牛市价差押注温和反弹
09-05 09:01
期权聚焦 | AMD惊现1315万美元远期虚值Call卖出，叠加双卖Put收租865万，大单情绪偏空
09-05 09:01
期权聚焦 | Bloom Energy惊现342万美元卖出2027年510美元深度虚值Call，大单资金全线偏空，机构押注长期上行空间受限？
09-05 09:01
期权聚焦 | ORCL远期170/220看涨价差押注大涨，80美元卖Put收租百万，多空拉锯暗藏谨慎偏空
09-05 09:01
期权聚焦 | NBIS涨近7.5%，惊现234万美元远期深虚值Put卖出+牛市看跌价差，偏多资金押注220美元关键位
09-05 09:01
期权聚焦 | 谷歌跨期Call价差净支出4.19万美元，近端卖335Call收租、远端买340/345牛市价差，看涨情绪升温？
09-05 09:01
期权聚焦 | 微软惊现远月牛市看涨价差，但大单Sell Call主导偏空，资金押注震荡偏弱？
09-05 09:01
期权聚焦 | SPY远期虚值Put遭连续重仓，649万熊市价差+479万双买Put，机构押注深度回调？
09-05 09:01
期权聚焦 | Strategy惊现1.15亿美元双买深度实值Call，主力重仓押注长期强势；同向双卖Call组合暗藏高位收租意图
09-05 09:01
期权聚焦 | PLTR大单集中押注看跌：146万美元买入2027年90美元Put，跨期Put组合净支出118万美元，空头情绪明确
09-05 09:01
期权聚焦 | 英特尔惊现642万美元实值Call大单，叠加290万跨期双买Call组合，机构谨慎押注中期上行？
09-05 09:00
期权聚焦 | SKHY惊现506万美元合成看涨大单，卖150Put买225Call押注中长期上行；另有262万卖Call收租偏空
09-05 09:00
期权聚焦 | SPCX惊现143万美元远期深度虚值Put卖出，叠加跨期五腿组合收租，大单情绪偏多
09-05 09:00
期权聚焦 | Marvell 223万美元卖出2026年10月195 PUT，虚值收租押注长期不破位，偏多情绪清晰
09-05 09:00
期权聚焦 | AAPL惊现207万美元跨期Call组合，叠加牛市看跌价差，大单资金明显偏多押注续涨
09-05 09:00
期权聚焦 | 特斯拉跌近6%，机构507万美元熊市看涨价差锁上档，210万实值Put续押下行，空头全面控场？
09-05 09:00
期权聚焦 | 美光科技IV处低位却现大单偏空，虚值Put卖出与Call买入试探难掩尾部对冲防御情绪
09-05 09:00
期权聚焦 | NVDA双卖宽跨收租613万美元，双买宽跨却豪掷546万，多空对赌波动率谁将胜出？
09-05 09:00
期权聚焦 | Broadcom IV百分位仅1.19%，远月440美元Call大单押注中长期上行，看多情绪主导
09-05 09:00
期权聚焦 | CRWV惊现731万美元远期虚值Call大单，2028年150Call押注长期大涨；合成看跌暗藏对冲，多空博弈升温？
09-04 09:03
期权聚焦 | CrowdStrike惊现288万美元合成看跌大单，卖187.5 Call买Put集中押注下行
09-04 09:03
期权聚焦 | Bloom Energy 414万美元CALL大单押注2026年250美元，远端470/510熊市价差小单收租偏空
09-04 09:03
期权聚焦 | HOOD惊现近500万美元双买远期虚值Call，2027年150/180看涨组合押注大涨；跨期四腿卖方收租174万
09-04 09:02
期权聚焦 | Moderna惊现377万美元Sell Put大单，跨期CALL组合净收租38万，资金温和看涨押注140美元上方
09-04 09:02
期权聚焦 | CRDO远期185Call大单押注看涨，IV百分位仅3.97%期权定价偏低
09-04 09:02
期权聚焦 | IREN惊现6500万美元“卖出跨式”大单，深度实值Put+虚值Call收租；另有大户斥资1230万买入宽跨押注剧烈波动，整体情绪偏空
09-04 09:02
期权聚焦 | Alphabet大单偏多：牛市看跌价差收租78万，合成看涨+卖出362.5Call锁定温和上行
09-04 09:02
期权聚焦 | NIO惊现9万美元牛市看跌价差+2735张远月Call，看多资金主导押注突破4美元？
09-04 09:02
期权聚焦 | 台积电惊现331万美元熊市看涨价差，机构卖出420Call收租、押注长期上涨空间受限
09-04 09:02
期权聚焦 | 阿里巴巴现1065万美元双买跨式押注大波动，另斥140万布局130/140看涨价差，大单情绪偏多？
09-04 09:02
期权聚焦 | COIN看涨情绪爆发，143万美元双买Call价差押注190/197.5行权价续涨
09-04 09:01
期权聚焦 | RKLB惊现1373万美元长期实值Put大单，IV百分位仅2%，机构重金押注中长期下行？
09-04 09:01
期权聚焦 | MSTR现熊市看涨价差收租89万美元，牛市价差91万美元押涨，多空分歧加剧
09-04 09:01
期权聚焦 | NBIS远期420Call豪掷705万美元，叠加牛市看跌价差，多头资金主导看涨情绪
09-04 09:01
期权聚焦 | Meta惊现485万美元远月熊市看涨价差，卖700Call买900Call收租；84万美元买入645Call看多，机构情绪偏空
09-04 09:01
期权聚焦 | 谷歌现122万美元Sell Call大单，机构连续卖出380/400美元虚值Call收租，情绪偏空
09-04 09:01
期权聚焦 | ORCL惊现568万美元长跨式大单，同时布局165Call与135Put，多空交织下大资金情绪偏空？
09-04 09:01
期权聚焦 | AMD惊现153万美元远期实值牛市看跌价差，叠加485/500看涨价差，机构防守式押注中长期强势
09-04 09:01
期权聚焦 | AMZN惊现72.5万美元跨期Call价差，叠加105万美元虚值Call大单，机构押注远月突破上行
09-04 09:01
期权聚焦 | CRCL涨16%后惊现38.66万美元远期虚值Put卖出大单，资金低位收租暗示短中期下行有限？
09-04 09:01
期权聚焦 | 微软超5100万美元实值Call大单押注长期上行，另有牛市看跌价差收租，机构看涨情绪浓厚？
09-04 09:01
期权聚焦 | PLTR惊现400万美元双卖Call组合，机构高位“收租”暗示中长期上涨空间受限？
09-04 09:01
期权聚焦 | SPY惊现2026年远期熊市看跌价差，千万美元虚值Call难掩整体偏空情绪
09-04 09:01
期权聚焦 | SPCX惊现1577万美元熊市看跌价差，叠加1529万美元双卖Put，机构大单偏空押注下行
09-04 09:01
期权聚焦 | MRVL惊现683万美元合成看跌大单，卖210Call买125Put押注长期走弱，防御情绪升温？
09-04 09:00
期权聚焦 | Broadcom惊现2289万美元PUT四腿防御组合，远月470实值Put再砸1363万，机构押注深跌？
09-04 09:00
期权聚焦 | Apple惊现91.88万美元远期虚值Put卖出，机构布局Bull Put Spread押注高位运行，看涨情绪显著
09-04 09:00
期权聚焦 | 英伟达惊现417万美元双买跨式大单，偏多收租与波动博弈并存，机构押注大级别行情？
09-04 09:00
期权聚焦 | 特斯拉710万美元合成多头押注远期上涨，跨期Call价差暗藏短线防守，多空分歧加剧？
09-04 09:00
期权聚焦 | SKHY惊现619万美元双卖宽跨式组合，卖出2027年170Call/150Put收租，大资金押注长期区间震荡偏空
09-04 09:00
期权聚焦 | COIN两笔牛市看涨价差大单齐发，虚值Call集中布局180/187.5与195/202.5，多头押注短中期上行
09-03
期权聚焦 | TSM远期虚值Call遭3150张卖出收租，行权价560美元大单透露出中长期偏空信号？
09-03
期权聚焦 | CrowdStrike大单集中卖出Call：远月240美元虚值Call套现257万美元，双卖215/225Call收租，资金谨慎看空
09-03
期权聚焦 | 阿里巴巴远期90美元Put大单押注下行，IV处低位期权定价偏宜，大资金看空情绪浓厚
09-03
期权聚焦 | Salesforce惊现742万美元远期虚值Put卖出，机构押注250美元支撑并收租，看多情绪主导
09-03
期权聚焦 | GOOGL惊现761万美元卖出2027年350Call，大单偏空主导；117万牛市价差押注中期温和上行
09-03
期权聚焦 | CRWV远期合成看跌组合释放偏空信号，192万美元Sell Put逆势承接，多空分歧暗藏何种预期？
09-03
期权聚焦 | ORCL惊现497万美元卖出2027年12月160美元虚值Call，大单情绪明确偏空，资金更倾向收租而非追涨
09-03
期权聚焦 | IREN大单连续布局熊市看跌价差，实值41/40P与虚值32/30P双线押注下行，情绪偏空？
09-03
期权聚焦 | AMD近280万美元跨期CALL卖方价差收租，叠加虚值Put买入，大单情绪偏空押注短线难破上方压制
09-03
期权聚焦 | SPY惊现1426万美元熊市看跌价差，远月727/612 PUT组合押注中长期下行；另有264万牛市看跌价差收租撑短线
09-03
期权聚焦 | AMZN两笔近300万美元净支出大单：远月300/360/375看涨三腿组合+双买波动率，机构偏多情绪升温？
09-03
期权聚焦 | PLTR重挫近6%后惊现242万美元实值Put大单，叠加2027年合成空头布局，机构避险情绪升温？
09-03
期权聚焦 | 微软126万美元熊市看涨价差压顶，再买36.96万虚值Put，大资金看跌情绪升温？
09-03
期权聚焦 | DELL惊现75万美元熊市看涨价差，卖出550Call买入580Call，机构押注上涨空间受限
09-03
期权聚焦 | 英特尔现186万美元远期110Call双买押注大涨，但93万美元100Call双卖控顶，整体偏空
09-03
期权聚焦 | QQQ惊现1572万美元合成看涨大单，1444万双卖Call却压制上方空间，多空暗战谁主沉浮？
09-03
期权聚焦 | SpaceX远月175Call遭547万美元卖出，125Put亦现大单卖权，资金高位收租、下方承接，整体偏空
09-03
期权聚焦 | Apple现518万美元远期350Call看涨押注，同向双卖327.5/330Call收租，短线偏强震荡？
09-03
期权聚焦 | 特斯拉远期250Put大单重仓押注中长期下行，双买Call组合逆势博反弹，大资金情绪偏空
09-03
期权聚焦 | MRVL惊现跨期卖Call组合+远月虚值Put大单，机构双向布局偏空，后市上行空间遭压制？
09-03
期权聚焦 | NVDA期权大单偏空：661万美元双买远月250/320 Call押注长期突破，122万美元熊市价差压制短中期上行
09-03
期权聚焦 | COIN跌超6%，主力近172万美元卖出2026年190Call，押注长期上涨空间受限
09-02
期权聚焦 | CoreWeave惊现156万美元卖出远月80Put收租，看涨情绪主导；合成看跌组合暗藏对冲意图
09-02
期权聚焦 | GOOGL远期350Call扫货近3500张押注2027年续涨，同期惊现合成看跌空头提前布局回调
09-02
期权聚焦 | ORCL跌超5%后IV高企，80万美元牛市价差押注200-240美元，跨期看涨卖权却收租131万，多空谁主沉浮？
09-02
期权聚焦 | SMCI看涨情绪升温，机构连续卖出2026、2028年35美元虚值Put，押注下方支撑收租
09-02
期权聚焦 | IREN大单连续买入2026年虚值Put，两笔逾300万美元押注中期下行，资金态度转向防御性看跌？
09-02
期权聚焦 | Salesforce惊现1654万美元长跨式大单：实值Call锁多头+Put护尾，另叠加牛市看跌价差收租，机构中长期偏多？
09-02
期权聚焦 | 蔚来远月4美元Call吸筹超3000张，同步卖出3美元Put收租，大单资金押注中长期底部抬升？
09-02
期权聚焦 | PLTR惊现Bull Put Spread与Bear Put Spread对垒，机构在180美元关口多空暗战，谨慎乐观情绪略占上风
09-02
期权聚焦 | 阿里巴巴240万美元卖出2027年120Call压制上行，90Put收租显逢低承接，大单情绪谨慎偏空
09-02
期权聚焦 | SPY惊现3765万美元远期虚值Put卖出，机构重仓“接货”700美元；熊市价差同步潜伏，谨慎看涨还是暗藏回调？
09-02
期权聚焦 | 亚马逊惊现50万美元同向双买Call组合，350美元虚值Call大单押注强势突破，看涨情绪全面占优
09-02
期权聚焦 | Alphabet现44.55万美元牛市看涨价差，机构押注2026年10月365/415美元区间上涨
09-02
期权聚焦 | TSM远期430Call大单抢筹1020张，IV百分位仅1.98%，多头押注中长期突破
09-02
淋过雨的空气
淋过雨的空气
·
07-14
，fvbnvbvnnzzv.
港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前
腾讯控股期权成交量最大，达52,878张；阿里巴巴期权成交量居于第二，成交49,850张；小米集团居第三，期权成交25,055张；百度集团成交22,671张；泡泡玛特成交20,228张；快手科技成交15,175张；香港交易所成交12,298张；中国人寿成交11,294张；美团点评成交10,639张；建设银行成交10,001张。
港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前
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编组 21备份 2
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永鑫W
永鑫W
·
06-30
没有巴菲特的多，看空的^_^太少
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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兰桂坊之墙
兰桂坊之墙
·
06-30
交出你的筹码 吸干你
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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小肥狼
小肥狼
·
06-30
看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住]
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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淋过雨的空气
淋过雨的空气
·
07-14
，fvbnvbvnnzzv.
港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前
腾讯控股期权成交量最大，达52,878张；阿里巴巴期权成交量居于第二，成交49,850张；小米集团居第三，期权成交25,055张；百度集团成交22,671张；泡泡玛特成交20,228张；快手科技成交15,175张；香港交易所成交12,298张；中国人寿成交11,294张；美团点评成交10,639张；建设银行成交10,001张。
港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前
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小肥狼
小肥狼
·
06-30
看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住]
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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永鑫W
永鑫W
·
06-30
没有巴菲特的多，看空的^_^太少
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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671
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兰桂坊之墙
兰桂坊之墙
·
06-30
交出你的筹码 吸干你
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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亚马逊惊现50万美元同向双买Call组合，350美元虚值Call大单押注强势突破，看涨情绪全面占优","subtitle":"","subtitle_show":0,"pub_time":1788310896823,"source_id":"aigc_1787638188261","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{"AMAA":1,"AMZD":1,"AMZG":1,"AMZN":1,"AMZO":1,"AMZP":1,"AMZU":1,"AMZW":1,"AMZY":1,"AMZZ":1,"AZYY":1,"CLIX":1,"SAMZNmain":1,"HULL":1,"ILDR":1,"OGIG":1,"ONLN":1,"RTH":1,"UDN":1,"USAW.SI":1,"UUP":1,"WANT":1},"rights":null},{"id":994801,"article_id":"1126001446","title":"期权聚焦 | Alphabet现44.55万美元牛市看涨价差，机构押注2026年10月365/415美元区间上涨","subtitle":"","subtitle_show":0,"pub_time":1788310895099,"source_id":"aigc_1787638188261","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{"CMAG":1,"CNEQ":1,"CQTM":1,"EFIV":1,"FCOM":1,"SGOOGmain":1,"GGLL":1,"GGLS":1,"GOGL":1,"GOOG":1,"GOOGL":1,"GOOL":1,"GOOP":1,"GOOW":1,"GOOX":1,"GOOY":1,"GOU":1,"GXPC":1,"ILDR":1,"JGRO":1,"LTL":1,"METV":1,"OGIG":1,"SKYY":1,"SNPE":1,"TRUC":1,"UDN":1,"USJW.SI":1,"UUP":1,"VOX":1,"XDAT":1,"XLC":1},"rights":null},{"id":994800,"article_id":"1112958827","title":"期权聚焦 | TSM远期430Call大单抢筹1020张，IV百分位仅1.98%，多头押注中长期突破","subtitle":"","subtitle_show":0,"pub_time":1788310894273,"source_id":"aigc_1787638188261","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{},"rights":null}],"isFinancial":true,"allList":[{"id":585526391267624,"gmtCreate":1783982207071,"gmtModify":1783982209590,"author":{"id":"3582261597731926","authorId":"3582261597731926","name":"淋过雨的空气","avatar":"https://static.tigerbbs.com/37963b77bb869d84152e4ab9af7e9178","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582261597731926","authorIdStr":"3582261597731926"},"themes":[],"title":"","htmlText":"，fvbnvbvnnzzv.","listText":"，fvbnvbvnnzzv.","text":"，fvbnvbvnnzzv.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585526391267624","repostId":"1156576615","repostType":4,"repost":{"id":"1156576615","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1783916906,"share":"https://www.laohunote.com/m/news/1156576615?lang=zh_CN&edition=full","pubTime":"2026-07-13 12:28","market":"hk","language":"zh","title":"港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前","url":"https://stock-news.laohu8.com/highlight/detail?id=1156576615","media":"期权女巫","summary":"腾讯控股期权成交量最大，达52,878张；阿里巴巴期权成交量居于第二，成交49,850张；小米集团居第三，期权成交25,055张；百度集团成交22,671张；泡泡玛特成交20,228张；快手科技成交15,175张；香港交易所成交12,298张；中国人寿成交11,294张；美团点评成交10,639张；建设银行成交10,001张。","content":"<html><head></head><body><h3 style=\"text-align: left;\">一、股票期权成交量</h3><p style=\"text-align: left;\">7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5d8d6b541cab6c18a65dcbf570d326c\" data-align=\"center\" tg-width=\"1138\" tg-height=\"538\"/><span></span></p><p style=\"text-align: left;\">港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4c54f72743fc72edb7195dad2a109b4b\" data-align=\"center\" tg-width=\"1320\" tg-height=\"1736\"/><span></span></p><h3 style=\"text-align: left;\">二、异动观察</h3><p style=\"text-align: left;\">腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。</p><p style=\"text-align: left;\">期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3deb74c44359491f5c10f0c361febce1\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2450\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。</p><p style=\"text-align: left;\">消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6584483881728b82c8d3e7fbd20951f0\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2458\"/><span></span></p><p style=\"text-align: left;\">小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。</p><p style=\"text-align: left;\">消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6be9332939e0326f2268e1cca6a94e79\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2455\"/><span></span></p><p style=\"text-align: left;\"><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></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>港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前</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港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2026-07-13 12:28</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、股票期权成交量</h3><p style=\"text-align: left;\">7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5d8d6b541cab6c18a65dcbf570d326c\" data-align=\"center\" tg-width=\"1138\" tg-height=\"538\"/><span></span></p><p style=\"text-align: left;\">港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4c54f72743fc72edb7195dad2a109b4b\" data-align=\"center\" tg-width=\"1320\" tg-height=\"1736\"/><span></span></p><h3 style=\"text-align: left;\">二、异动观察</h3><p style=\"text-align: left;\">腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。</p><p style=\"text-align: left;\">期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3deb74c44359491f5c10f0c361febce1\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2450\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。</p><p style=\"text-align: left;\">消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6584483881728b82c8d3e7fbd20951f0\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2458\"/><span></span></p><p style=\"text-align: left;\">小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。</p><p style=\"text-align: left;\">消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6be9332939e0326f2268e1cca6a94e79\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2455\"/><span></span></p><p style=\"text-align: left;\"><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38508134c6853c521e764dc952e7334a","relate_stocks":{"09992":"泡泡玛特","01810":"小米集团-W","09988":"阿里巴巴-W","00700":"腾讯控股","09888":"百度集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156576615","content_text":"一、股票期权成交量7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。二、异动观察腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"09888":2,"00700":2.1,"01810":2.1,"09992":2,"09988":2.1}},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":580767807300600,"gmtCreate":1782819192168,"gmtModify":1782819194016,"author":{"id":"4224077486171722","authorId":"4224077486171722","name":"永鑫W","avatar":"https://static.tigerbbs.com/b5c6b3813bb2bc2bf4bd8bb2c42160a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224077486171722","authorIdStr":"4224077486171722"},"themes":[],"title":"","htmlText":"没有巴菲特的多，看空的^_^太少","listText":"没有巴菲特的多，看空的^_^太少","text":"没有巴菲特的多，看空的^_^太少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580767807300600","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2026-06-30 17:06</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;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MULL":"2倍做多MU ETF-GraniteShares","MUD":"1倍做空MU ETF-Direxion","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580768120447512,"gmtCreate":1782819181099,"gmtModify":1782820279820,"author":{"id":"4241989866112422","authorId":"4241989866112422","name":"兰桂坊之墙","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241989866112422","authorIdStr":"4241989866112422"},"themes":[],"title":"","htmlText":"交出你的筹码 吸干你","listText":"交出你的筹码 吸干你","text":"交出你的筹码 吸干你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580768120447512","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2026-06-30 17:06</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;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MULL":"2倍做多MU ETF-GraniteShares","MUD":"1倍做空MU ETF-Direxion","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580764346032728,"gmtCreate":1782818261327,"gmtModify":1782818263644,"author":{"id":"3573818931800493","authorId":"3573818931800493","name":"小肥狼","avatar":"https://static.tigerbbs.com/6e84208dd37da6774cf295955acec8fc","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573818931800493","authorIdStr":"3573818931800493"},"themes":[],"title":"","htmlText":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住] ","listText":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住] ","text":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/580764346032728","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2026-06-30 17:06</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;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MULL":"2倍做多MU ETF-GraniteShares","MUD":"1倍做空MU ETF-Direxion","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":1724,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667635165330","authorId":"3527667635165330","name":"期权女巫","avatar":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667635165330","authorIdStr":"3527667635165330"},"content":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。","text":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。","html":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":585526391267624,"gmtCreate":1783982207071,"gmtModify":1783982209590,"author":{"id":"3582261597731926","authorId":"3582261597731926","name":"淋过雨的空气","avatar":"https://static.tigerbbs.com/37963b77bb869d84152e4ab9af7e9178","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582261597731926","authorIdStr":"3582261597731926"},"themes":[],"title":"","htmlText":"，fvbnvbvnnzzv.","listText":"，fvbnvbvnnzzv.","text":"，fvbnvbvnnzzv.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585526391267624","repostId":"1156576615","repostType":4,"repost":{"id":"1156576615","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1783916906,"share":"https://www.laohunote.com/m/news/1156576615?lang=zh_CN&edition=full","pubTime":"2026-07-13 12:28","market":"hk","language":"zh","title":"港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前","url":"https://stock-news.laohu8.com/highlight/detail?id=1156576615","media":"期权女巫","summary":"腾讯控股期权成交量最大，达52,878张；阿里巴巴期权成交量居于第二，成交49,850张；小米集团居第三，期权成交25,055张；百度集团成交22,671张；泡泡玛特成交20,228张；快手科技成交15,175张；香港交易所成交12,298张；中国人寿成交11,294张；美团点评成交10,639张；建设银行成交10,001张。","content":"<html><head></head><body><h3 style=\"text-align: left;\">一、股票期权成交量</h3><p style=\"text-align: left;\">7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5d8d6b541cab6c18a65dcbf570d326c\" data-align=\"center\" tg-width=\"1138\" tg-height=\"538\"/><span></span></p><p style=\"text-align: left;\">港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4c54f72743fc72edb7195dad2a109b4b\" data-align=\"center\" tg-width=\"1320\" tg-height=\"1736\"/><span></span></p><h3 style=\"text-align: left;\">二、异动观察</h3><p style=\"text-align: left;\">腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。</p><p style=\"text-align: left;\">期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3deb74c44359491f5c10f0c361febce1\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2450\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。</p><p style=\"text-align: left;\">消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6584483881728b82c8d3e7fbd20951f0\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2458\"/><span></span></p><p style=\"text-align: left;\">小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。</p><p style=\"text-align: left;\">消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6be9332939e0326f2268e1cca6a94e79\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2455\"/><span></span></p><p style=\"text-align: left;\"><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></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>港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前</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港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2026-07-13 12:28</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、股票期权成交量</h3><p style=\"text-align: left;\">7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5d8d6b541cab6c18a65dcbf570d326c\" data-align=\"center\" tg-width=\"1138\" tg-height=\"538\"/><span></span></p><p style=\"text-align: left;\">港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4c54f72743fc72edb7195dad2a109b4b\" data-align=\"center\" tg-width=\"1320\" tg-height=\"1736\"/><span></span></p><h3 style=\"text-align: left;\">二、异动观察</h3><p style=\"text-align: left;\">腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。</p><p style=\"text-align: left;\">期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3deb74c44359491f5c10f0c361febce1\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2450\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。</p><p style=\"text-align: left;\">消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6584483881728b82c8d3e7fbd20951f0\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2458\"/><span></span></p><p style=\"text-align: left;\">小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。</p><p style=\"text-align: left;\">消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6be9332939e0326f2268e1cca6a94e79\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2455\"/><span></span></p><p style=\"text-align: left;\"><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38508134c6853c521e764dc952e7334a","relate_stocks":{"09992":"泡泡玛特","01810":"小米集团-W","09988":"阿里巴巴-W","00700":"腾讯控股","09888":"百度集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156576615","content_text":"一、股票期权成交量7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。二、异动观察腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"09888":2,"00700":2.1,"01810":2.1,"09992":2,"09988":2.1}},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":580764346032728,"gmtCreate":1782818261327,"gmtModify":1782818263644,"author":{"id":"3573818931800493","authorId":"3573818931800493","name":"小肥狼","avatar":"https://static.tigerbbs.com/6e84208dd37da6774cf295955acec8fc","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573818931800493","authorIdStr":"3573818931800493"},"themes":[],"title":"","htmlText":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住] ","listText":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住] ","text":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/580764346032728","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2026-06-30 17:06</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;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MULL":"2倍做多MU ETF-GraniteShares","MUD":"1倍做空MU ETF-Direxion","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":1724,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667635165330","authorId":"3527667635165330","name":"期权女巫","avatar":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667635165330","authorIdStr":"3527667635165330"},"content":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。","text":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。","html":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580767807300600,"gmtCreate":1782819192168,"gmtModify":1782819194016,"author":{"id":"4224077486171722","authorId":"4224077486171722","name":"永鑫W","avatar":"https://static.tigerbbs.com/b5c6b3813bb2bc2bf4bd8bb2c42160a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224077486171722","authorIdStr":"4224077486171722"},"themes":[],"title":"","htmlText":"没有巴菲特的多，看空的^_^太少","listText":"没有巴菲特的多，看空的^_^太少","text":"没有巴菲特的多，看空的^_^太少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580767807300600","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</title>\n<style 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}\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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2026-06-30 17:06</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;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MULL":"2倍做多MU ETF-GraniteShares","MUD":"1倍做空MU ETF-Direxion","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580768120447512,"gmtCreate":1782819181099,"gmtModify":1782820279820,"author":{"id":"4241989866112422","authorId":"4241989866112422","name":"兰桂坊之墙","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241989866112422","authorIdStr":"4241989866112422"},"themes":[],"title":"","htmlText":"交出你的筹码 吸干你","listText":"交出你的筹码 吸干你","text":"交出你的筹码 吸干你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580768120447512","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2026-06-30 17:06</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;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MULL":"2倍做多MU ETF-GraniteShares","MUD":"1倍做空MU ETF-Direxion","MUU":"2倍做多MU ETF-Direxion","MU":"美光科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MU":2,"MUD":0.6,"MULL":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}