市场变化太多，只有先_老虎社区_美港股上老虎 - 老虎社区

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市场变化太多，只有先根据基本面耐心等等~

@期权小班长：本周最坏情况

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<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>因为不知道最终关税落地到底什么样，也无从预计对未来的影响，所以新开仓期权到期日集中于本周，所谓过一关是一关。</p><p>机构sell call114～115，对冲121～125，本周股价上限是114～115。</p><p>本周看跌期权开仓，成交额上比较有意义的是105、104和100。其中100put以卖方为主，105put和104put以买方为主。</p><p>如果市场只是提前演练最坏情况，那本周大概率收100以上。如果关税落地比预期更差，川普狮子大开口，那就不好说了，那些买85以下行权价的的可能是对冲这种情况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d41134f6740d164fdbff53b324658e5c\" tg-width=\"1038\" tg-height=\"900\"></p><p>本周开仓情况如图，100～115，有sell put建议roll仓，sell call选122以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/251c2e126f3887630ac00935e43cce9b\" tg-width=\"1042\" tg-height=\"834\"></p><p> <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> </p><p>有最差看跌预期的股票是pltr，也不知道为什么。</p><p>有人开仓了买入了5.66万手60put<a data-mention-id=\"PLTR 20250425 60.0 PUT\" class=\"teditor-mention\" data-mention-name=\"PLTR\" href=\"https://laohu8.com/OPT/PLTR%2020250425%2060.0%20PUT\">$PLTR 20250425 60.0 PUT$</a> ，以及开仓买入了2.1万手70put  <a data-mention-id=\"PLTR 20250425 70.0 PUT\" class=\"teditor-mention\" data-mention-name=\"PLTR\" href=\"https://laohu8.com/OPT/PLTR%2020250425%2070.0%20PUT\">$PLTR 20250425 70.0 PUT$</a> ，都是场内交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70695e4e4b16fffabe5fbb934b7b3979\" tg-width=\"2514\" tg-height=\"1028\"></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>特斯拉竟然意外的没有很糟糕。机构sell call280～282.5，对冲310～320，跟上周股价上限差不多。</p><p>看跌期权方面，正常预期下限220。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/930c7b37ec623afaeec359ede73f5871\" tg-width=\"1040\" tg-height=\"832\"></p><p> <a data-mention-id=\"SPY\" class=\"teditor-mention\" data-mention-name=\"标普500ETF\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> </p><p>spy本周下限545，上限570。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1a8295d545c351536e607f475f56a65\" tg-width=\"1042\" tg-height=\"1026\"></p><p> <a data-mention-id=\"KWEB\" class=\"teditor-mention\" data-mention-name=\"中国海外互联网ETF-KraneShares\" href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> </p><p>中概股这边亮点主要来自看跌期权。</p><p>kweb和fxi本周到期平价看跌期权都放量巨大，所以本周中概跟美股走势会差不多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5afc1d1b2a1503c870b320e94b5a4cb3\" tg-width=\"1044\" tg-height=\"416\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>在关税协议上，川普到底想要什么？</p><p>我也不知道，市场也不知道，所以先把盘子砸下来再说，所以市场跌了。</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>因为不知道最终关税落地到底什么样，也无从预计对未来的影响，所以新开仓期权到期日集中于本周，所谓过一关是一关。</p><p>机构sell call114～115，对冲121～125，本周股价上限是114～115。</p><p>本周看跌期权开仓，成交额上比较有意义的是105、104和100。其中100put以卖方为主，105put和104put以买方为主。</p><p>如果市场只是提前演练最坏情况，那本周大概率收100以上。如果关税落地比预期更差，川普狮子大开口，那就不好说了，那些买85以下行权价的的可能是对冲这种情况。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d41134f6740d164fdbff53b324658e5c\" tg-width=\"1038\" tg-height=\"900\"></p><p>本周开仓情况如图，100～115，有sell put建议roll仓，sell call选122以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/251c2e126f3887630ac00935e43cce9b\" tg-width=\"1042\" tg-height=\"834\"></p><p> <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> </p><p>有最差看跌预期的股票是pltr，也不知道为什么。</p><p>有人开仓了买入了5.66万手60put<a data-mention-id=\"PLTR 20250425 60.0 PUT\" class=\"teditor-mention\" data-mention-name=\"PLTR\" href=\"https://laohu8.com/OPT/PLTR%2020250425%2060.0%20PUT\">$PLTR 20250425 60.0 PUT$</a> ，以及开仓买入了2.1万手70put  <a data-mention-id=\"PLTR 20250425 70.0 PUT\" class=\"teditor-mention\" data-mention-name=\"PLTR\" href=\"https://laohu8.com/OPT/PLTR%2020250425%2070.0%20PUT\">$PLTR 20250425 70.0 PUT$</a> ，都是场内交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70695e4e4b16fffabe5fbb934b7b3979\" tg-width=\"2514\" tg-height=\"1028\"></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>特斯拉竟然意外的没有很糟糕。机构sell call280～282.5，对冲310～320，跟上周股价上限差不多。</p><p>看跌期权方面，正常预期下限220。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/930c7b37ec623afaeec359ede73f5871\" tg-width=\"1040\" tg-height=\"832\"></p><p> <a data-mention-id=\"SPY\" class=\"teditor-mention\" data-mention-name=\"标普500ETF\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> </p><p>spy本周下限545，上限570。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1a8295d545c351536e607f475f56a65\" tg-width=\"1042\" tg-height=\"1026\"></p><p> <a data-mention-id=\"KWEB\" class=\"teditor-mention\" data-mention-name=\"中国海外互联网ETF-KraneShares\" href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> </p><p>中概股这边亮点主要来自看跌期权。</p><p>kweb和fxi本周到期平价看跌期权都放量巨大，所以本周中概跟美股走势会差不多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5afc1d1b2a1503c870b320e94b5a4cb3\" tg-width=\"1044\" tg-height=\"416\"></p><p></p></body></html>","text":"在关税协议上，川普到底想要什么？ 我也不知道，市场也不知道，所以先把盘子砸下来再说，所以市场跌了。 $英伟达(NVDA)$ 因为不知道最终关税落地到底什么样，也无从预计对未来的影响，所以新开仓期权到期日集中于本周，所谓过一关是一关。 机构sell call114～115，对冲121～125，本周股价上限是114～115。 本周看跌期权开仓，成交额上比较有意义的是105、104和100。其中100put以卖方为主，105put和104put以买方为主。 如果市场只是提前演练最坏情况，那本周大概率收100以上。如果关税落地比预期更差，川普狮子大开口，那就不好说了，那些买85以下行权价的的可能是对冲这种情况。 本周开仓情况如图，100～115，有sell put建议roll仓，sell call选122以上。 $Palantir Technologies Inc.(PLTR)$ 有最差看跌预期的股票是pltr，也不知道为什么。 有人开仓了买入了5.66万手60put$PLTR 20250425 60.0 PUT$ ，以及开仓买入了2.1万手70put $PLTR 20250425 70.0 PUT$ ，都是场内交易。 $特斯拉(TSLA)$ 特斯拉竟然意外的没有很糟糕。机构sell call280～282.5，对冲310～320，跟上周股价上限差不多。 看跌期权方面，正常预期下限220。 $标普500ETF(SPY)$ spy本周下限545，上限570。 $中国海外互联网ETF-KraneShares(KWEB)$ 中概股这边亮点主要来自看跌期权。 kweb和fxi本周到期平价看跌期权都放量巨大，所以本周中概跟美股走势会差不多。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/419526976237752","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","TSLA","SPY","KWEB","PLTR"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1056,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1187,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":38,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/419678887530696"}