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段永平篇

@美股解毒师：段永平4亿美金抄底美股巨头+腾讯

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put。</p><p>总结来看，<strong><span style=\"color:#E67E23;\" class=\"color-mark\">合约标的名义价值超过4亿美元，获得权利金超过3000万美元</span></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f19bc3550c3f9f1e3090679f6428457d\" tg-width=\"1192\" tg-height=\"345\"></p><p>具体来看</p><ol start=\"1\" style=\"\"><li><p>涉及的标的包括： <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> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 以及港股的 <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"腾讯控股\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a></p></li><li><p>涉及的期限：从末日到8个月后。包括本周的4月11日到期，到本月的4月25日到期、5月到期，一直到2026年1月到期都有，其中本周到期的（近末日期权）的占比较高；</p></li><li><p>涉及的行权价：本周到期的大多是平价（ATM）或者离现价5%以内的OTM（价外）PUT，而远期的期权则从10-20% OTM为主。</p></li><li><p>美股方面：<strong>AAPL的行权价为180、175；NVDA的行权价90、93、94、95、97、98；TSM的行权价为144；GOOGL的行权价为144、149</strong></p></li><li><p>港股方面，腾讯的期权从本周（4.11周期权）开始，一直到9月（月期权），<strong><span style=\"color:#E67E23;\" class=\"color-mark\">行权价格440（ATM）</span></strong>，各sell了100张。如果全部被行权，总价值达5280万港币（约6800万美元）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7360c3dd1098aab6923306524d52a1b3\" tg-width=\"1334\" tg-height=\"892\"></p></li></ol><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaae1345be354460a41259de0db2c572\" tg-width=\"2048\" tg-height=\"1536\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/282803966e0310e0e5d2fdac91ef2685\" tg-width=\"2048\" tg-height=\"1536\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11d822b9d79ee085dff7adc0369f572\" tg-width=\"2048\" tg-height=\"1536\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e40c47170535e4e46adba661149e644a\" tg-width=\"2048\" tg-height=\"1536\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d0469e6e60e35ad534e8f227cbc393d\" tg-width=\"2048\" tg-height=\"1536\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>前几天因空仓窃喜的段永平又出手了，刚晒出了4月7号加仓的记录，已然是熟悉的sell put。</p><p>总结来看，<strong><span style=\"color:#E67E23;\" class=\"color-mark\">合约标的名义价值超过4亿美元，获得权利金超过3000万美元</span></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f19bc3550c3f9f1e3090679f6428457d\" tg-width=\"1192\" tg-height=\"345\"></p><p>具体来看</p><ol start=\"1\" style=\"\"><li><p>涉及的标的包括： <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> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"台积电\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 以及港股的 <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"腾讯控股\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a></p></li><li><p>涉及的期限：从末日到8个月后。包括本周的4月11日到期，到本月的4月25日到期、5月到期，一直到2026年1月到期都有，其中本周到期的（近末日期权）的占比较高；</p></li><li><p>涉及的行权价：本周到期的大多是平价（ATM）或者离现价5%以内的OTM（价外）PUT，而远期的期权则从10-20% OTM为主。</p></li><li><p>美股方面：<strong>AAPL的行权价为180、175；NVDA的行权价90、93、94、95、97、98；TSM的行权价为144；GOOGL的行权价为144、149</strong></p></li><li><p>港股方面，腾讯的期权从本周（4.11周期权）开始，一直到9月（月期权），<strong><span style=\"color:#E67E23;\" class=\"color-mark\">行权价格440（ATM）</span></strong>，各sell了100张。如果全部被行权，总价值达5280万港币（约6800万美元）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7360c3dd1098aab6923306524d52a1b3\" tg-width=\"1334\" tg-height=\"892\"></p></li></ol><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaae1345be354460a41259de0db2c572\" tg-width=\"2048\" tg-height=\"1536\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/282803966e0310e0e5d2fdac91ef2685\" tg-width=\"2048\" tg-height=\"1536\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11d822b9d79ee085dff7adc0369f572\" tg-width=\"2048\" tg-height=\"1536\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e40c47170535e4e46adba661149e644a\" tg-width=\"2048\" tg-height=\"1536\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d0469e6e60e35ad534e8f227cbc393d\" tg-width=\"2048\" tg-height=\"1536\"></p><p></p></body></html>","text":"前几天因空仓窃喜的段永平又出手了，刚晒出了4月7号加仓的记录，已然是熟悉的sell put。 总结来看，合约标的名义价值超过4亿美元，获得权利金超过3000万美元 具体来看 涉及的标的包括： $英伟达(NVDA)$ $苹果(AAPL)$ $台积电(TSM)$ $谷歌(GOOG)$ 以及港股的 $腾讯控股(00700)$ 涉及的期限：从末日到8个月后。包括本周的4月11日到期，到本月的4月25日到期、5月到期，一直到2026年1月到期都有，其中本周到期的（近末日期权）的占比较高； 涉及的行权价：本周到期的大多是平价（ATM）或者离现价5%以内的OTM（价外）PUT，而远期的期权则从10-20% OTM为主。 美股方面：AAPL的行权价为180、175；NVDA的行权价90、93、94、95、97、98；TSM的行权价为144；GOOGL的行权价为144、149 港股方面，腾讯的期权从本周（4.11周期权）开始，一直到9月（月期权），行权价格440（ATM），各sell了100张。如果全部被行权，总价值达5280万港币（约6800万美元）","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/422235905220856","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","TSM","AAPL","00700","GOOG","TCEHY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":715,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":686,"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":8,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/422719762366584"}