lionking9
2024-10-04
奥利给
@期权小班长:
中概: 不到两周时间中概就达到了以往需要2个月才能完成的预期目标,叹为观止,当然更需要注意的是,可能以后这种趋势才是常态,参考6月特斯拉。托手机普及以及高效转账的福,资金汇集速度前所未有的高效,估计到时候会有专家给这一现象命名出书吧。 目前etf大单参考价值不大。kweb基本上都是单腿call看涨平仓再roll的,拿出盈利的一部分继续梭哈没有任何后顾之忧;fxi持股做备兑的很多,值得注意的是有几个大单卖出的是远期平价call,比如 $FXI 20241220 33.0 CALL$ ,可能对于有些机构来说当前价格已经达到他们心理预期了。 具体到个股短期分歧很大,比如拼多多,多空都有,个人感觉超短线居多。 那么现在该怎么做呢?追本溯源,还要看A股上涨趋势能维持多久。我个人看法是还有上涨空间,但短期是否会回调,回调力度有多大这都很难说。 现在持股的不急,急的是还没持股的。 观察到 $三倍做多富时中国ETF-Direxion(YINN)$ 的长期看涨平价期权 $YINN 20260116 40.0 CALL$ 放量显著,不太清楚是机构还是个人所为,成交风格上偏个人但这种杠杆etf期权本身成交困难所以分批成交也可以理解。 需要提醒一下,三倍杠杆etf崩盘小概率会直接归0,炒股这几年见过不少,因为其底层结构跟股票不一样,梭哈的需要注意一下。 $英伟达(NVDA)$ 机构备兑roll仓下周看涨价差: 卖出 $NVDA 20241011 120.0 CALL$ 买入 $NVDA 20241011 124.0 CALL$ $特斯拉(TSLA)$ 机构备兑roll仓下周270看涨期权:卖出 $TSLA 20241011 270.0 CALL$ 交车报告低于预期,不得不说,高盛分析师的反指更胜一筹。不过从roll仓行权价来看股价还是会向270运动,现在这个位置很适合sell put,行权价可以选择220。
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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<a data-mention-id=\"FXI 20241220 33.0 CALL\" class=\"teditor-mention\" data-mention-name=\"FXI\" href=\"https://laohu8.com/OPT/FXI%2020241220%2033.0%20CALL\">$FXI 20241220 33.0 CALL$</a> ,可能对于有些机构来说当前价格已经达到他们心理预期了。</p><p>具体到个股短期分歧很大,比如拼多多,多空都有,个人感觉超短线居多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7232a4b0035bbf6cc693c95efbc47b2\" tg-width=\"1815\" tg-height=\"444\"></p><p>那么现在该怎么做呢?追本溯源,还要看A股上涨趋势能维持多久。我个人看法是还有上涨空间,但短期是否会回调,回调力度有多大这都很难说。</p><p>现在持股的不急,急的是还没持股的。</p><p>观察到 <a data-mention-id=\"YINN\" class=\"teditor-mention\" data-mention-name=\"三倍做多富时中国ETF-Direxion\" href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a> 的长期看涨平价期权 <a data-mention-id=\"YINN 20260116 40.0 CALL\" class=\"teditor-mention\" data-mention-name=\"YINN\" href=\"https://laohu8.com/OPT/YINN%2020260116%2040.0%20CALL\">$YINN 20260116 40.0 CALL$</a> 放量显著,不太清楚是机构还是个人所为,成交风格上偏个人但这种杠杆etf期权本身成交困难所以分批成交也可以理解。</p><p>需要提醒一下,三倍杠杆etf崩盘小概率会直接归0,炒股这几年见过不少,因为其底层结构跟股票不一样,梭哈的需要注意一下。</p><p><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a></p><p>机构备兑roll仓下周看涨价差:</p><ul style=\"\"><li><p>卖出 <a data-mention-id=\"NVDA 20241011 120.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020241011%20120.0%20CALL\">$NVDA 20241011 120.0 CALL$</a> </p></li><li><p>买入 <a data-mention-id=\"NVDA 20241011 124.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020241011%20124.0%20CALL\">$NVDA 20241011 124.0 CALL$</a> </p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7a12fab40ab06450451c2a37f265512\" tg-width=\"1807\" tg-height=\"168\"></p><p><a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a></p><p>机构备兑roll仓下周270看涨期权:卖出 <a data-mention-id=\"TSLA 20241011 270.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020241011%20270.0%20CALL\">$TSLA 20241011 270.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbb6aacec2f31a2ee4c1943a76cb9f13\" tg-width=\"1816\" tg-height=\"124\"></p><p>交车报告低于预期,不得不说,高盛分析师的反指更胜一筹。不过从roll仓行权价来看股价还是会向270运动,现在这个位置很适合sell put,行权价可以选择220。</p><p></p></body></html>","htmlText":"<html><head></head><body><p>中概:</p><p>不到两周时间中概就达到了以往需要2个月才能完成的预期目标,叹为观止,当然更需要注意的是,可能以后这种趋势才是常态,参考6月特斯拉。托手机普及以及高效转账的福,资金汇集速度前所未有的高效,估计到时候会有专家给这一现象命名出书吧。</p><p>目前etf大单参考价值不大。kweb基本上都是单腿call看涨平仓再roll的,拿出盈利的一部分继续梭哈没有任何后顾之忧;fxi持股做备兑的很多,值得注意的是有几个大单卖出的是远期平价call,比如 <a data-mention-id=\"FXI 20241220 33.0 CALL\" class=\"teditor-mention\" data-mention-name=\"FXI\" href=\"https://laohu8.com/OPT/FXI%2020241220%2033.0%20CALL\">$FXI 20241220 33.0 CALL$</a> ,可能对于有些机构来说当前价格已经达到他们心理预期了。</p><p>具体到个股短期分歧很大,比如拼多多,多空都有,个人感觉超短线居多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7232a4b0035bbf6cc693c95efbc47b2\" tg-width=\"1815\" tg-height=\"444\"></p><p>那么现在该怎么做呢?追本溯源,还要看A股上涨趋势能维持多久。我个人看法是还有上涨空间,但短期是否会回调,回调力度有多大这都很难说。</p><p>现在持股的不急,急的是还没持股的。</p><p>观察到 <a data-mention-id=\"YINN\" class=\"teditor-mention\" data-mention-name=\"三倍做多富时中国ETF-Direxion\" href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$</a> 的长期看涨平价期权 <a data-mention-id=\"YINN 20260116 40.0 CALL\" class=\"teditor-mention\" data-mention-name=\"YINN\" href=\"https://laohu8.com/OPT/YINN%2020260116%2040.0%20CALL\">$YINN 20260116 40.0 CALL$</a> 放量显著,不太清楚是机构还是个人所为,成交风格上偏个人但这种杠杆etf期权本身成交困难所以分批成交也可以理解。</p><p>需要提醒一下,三倍杠杆etf崩盘小概率会直接归0,炒股这几年见过不少,因为其底层结构跟股票不一样,梭哈的需要注意一下。</p><p><a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a></p><p>机构备兑roll仓下周看涨价差:</p><ul style=\"\"><li><p>卖出 <a data-mention-id=\"NVDA 20241011 120.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020241011%20120.0%20CALL\">$NVDA 20241011 120.0 CALL$</a> </p></li><li><p>买入 <a data-mention-id=\"NVDA 20241011 124.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020241011%20124.0%20CALL\">$NVDA 20241011 124.0 CALL$</a> </p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7a12fab40ab06450451c2a37f265512\" tg-width=\"1807\" tg-height=\"168\"></p><p><a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a></p><p>机构备兑roll仓下周270看涨期权:卖出 <a data-mention-id=\"TSLA 20241011 270.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020241011%20270.0%20CALL\">$TSLA 20241011 270.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbb6aacec2f31a2ee4c1943a76cb9f13\" tg-width=\"1816\" tg-height=\"124\"></p><p>交车报告低于预期,不得不说,高盛分析师的反指更胜一筹。不过从roll仓行权价来看股价还是会向270运动,现在这个位置很适合sell put,行权价可以选择220。</p><p></p></body></html>","text":"中概: 不到两周时间中概就达到了以往需要2个月才能完成的预期目标,叹为观止,当然更需要注意的是,可能以后这种趋势才是常态,参考6月特斯拉。托手机普及以及高效转账的福,资金汇集速度前所未有的高效,估计到时候会有专家给这一现象命名出书吧。 目前etf大单参考价值不大。kweb基本上都是单腿call看涨平仓再roll的,拿出盈利的一部分继续梭哈没有任何后顾之忧;fxi持股做备兑的很多,值得注意的是有几个大单卖出的是远期平价call,比如 $FXI 20241220 33.0 CALL$ ,可能对于有些机构来说当前价格已经达到他们心理预期了。 具体到个股短期分歧很大,比如拼多多,多空都有,个人感觉超短线居多。 那么现在该怎么做呢?追本溯源,还要看A股上涨趋势能维持多久。我个人看法是还有上涨空间,但短期是否会回调,回调力度有多大这都很难说。 现在持股的不急,急的是还没持股的。 观察到 $三倍做多富时中国ETF-Direxion(YINN)$ 的长期看涨平价期权 $YINN 20260116 40.0 CALL$ 放量显著,不太清楚是机构还是个人所为,成交风格上偏个人但这种杠杆etf期权本身成交困难所以分批成交也可以理解。 需要提醒一下,三倍杠杆etf崩盘小概率会直接归0,炒股这几年见过不少,因为其底层结构跟股票不一样,梭哈的需要注意一下。 $英伟达(NVDA)$ 机构备兑roll仓下周看涨价差: 卖出 $NVDA 20241011 120.0 CALL$ 买入 $NVDA 20241011 124.0 CALL$ $特斯拉(TSLA)$ 机构备兑roll仓下周270看涨期权:卖出 $TSLA 20241011 270.0 CALL$ 交车报告低于预期,不得不说,高盛分析师的反指更胜一筹。不过从roll仓行权价来看股价还是会向270运动,现在这个位置很适合sell put,行权价可以选择220。","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/355809347596720","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","TSLA","YINN","FXI","YINN 20260116 40.0 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