酒吧里喝饮料的boy11
05-30
楼主英伟达有个110CALL卖出的大单，6号到期2万手，是机构的单子吗？
@期权小班长：
半导体惊现看跌大单，一夜回到谈判前
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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>财报后真是一天也不等啊，迅速开启回调。本次回调目标120，对应5月9日谈判的跳空缺口。不过不太确定6月6日当周回调120还是130。</p><p>不过总体预期是回调到谈判前，也很合理，毕竟今天川普出尔反尔表示中方违反协议，不就是相当于前两周白谈嘛。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb0b6eee3e00a4f06e33432e5a920212\" tg-width=\"1044\" tg-height=\"992\"></p><p>一些大单介绍：</p><p>2亿哥roll仓了平仓6月20日120call roll到9月19日130call：</p><p>卖出平仓 <a data-mention-id=\"NVDA 20250620 120.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250620%20120.0%20CALL\">$NVDA 20250620 120.0 CALL$</a> ，买入 <a data-mention-id=\"NVDA 20250919 130.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250919%20130.0%20CALL\">$NVDA 20250919 130.0 CALL$</a> </p><p>跟昨天分析一样，行权价提升到130代表这次财报数据不错，但成交量只有3.5万手，远远低于之前10万手持仓，说明对于宏观环境还是没有信心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17343ce04a6e8d238e389817efe0d8e8\" tg-width=\"2330\" tg-height=\"204\"></p><p>5月12日中美会议结果公布后，2亿哥平仓了三分之二。所以不排除等利空落地继续加仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca98955f2126a4d358de270b4cee527b\" tg-width=\"2032\" tg-height=\"1428\"></p><p>卖出 <a data-mention-id=\"NVDA 20250620 160.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250620%20160.0%20CALL\">$NVDA 20250620 160.0 CALL$</a> ，成交量4.4万手。三巫日前肯定涨不到160。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511118302173fe95082e16201dd37196\" tg-width=\"2506\" tg-height=\"102\"></p><p>开仓 <a data-mention-id=\"NVDA 20250613 120.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250613%20120.0%20CALL\">$NVDA 20250613 120.0 CALL$</a> ，开仓 <a data-mention-id=\"NVDA 20250613 120.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250613%20120.0%20PUT\">$NVDA 20250613 120.0 PUT$</a> 。</p><p>这笔组合策略方向不明，不过不太重要，双开一般都代表有大波动，而且波动方向会趋近行权价，所以后面两周会完成回调。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4d342bbc513c81a3d6522a5d3eff514\" tg-width=\"2326\" tg-height=\"252\"></p><p>平仓 <a data-mention-id=\"NVDA 20261218 130.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020261218%20130.0%20CALL\">$NVDA 20261218 130.0 CALL$</a> ，买入 <a data-mention-id=\"NVDA 20271217 155.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020271217%20155.0%20CALL\">$NVDA 20271217 155.0 CALL$</a> </p><p>还是long call大单roll仓，不过跟2亿哥大单一样，在财报前一天也减了半仓，如下图所示，所以现在是半仓roll仓，同样代表宏观不确定性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05dd4d1986ecf7fbd92c6b06db311258\" tg-width=\"2324\" tg-height=\"152\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0064148c665fc02a09158fe2d80e809a\" tg-width=\"2008\" tg-height=\"1442\"></p><p> <a data-mention-id=\"SMH\" class=\"teditor-mention\" data-mention-name=\"半导体指数ETF-HOLDRs\" href=\"https://laohu8.com/S/SMH\">$半导体指数ETF-HOLDRs(SMH)$</a> </p><p>大单开仓 <a data-mention-id=\"SMH 20250606 225.0 PUT\" class=\"teditor-mention\" data-mention-name=\"SMH\" href=\"https://laohu8.com/OPT/SMH%2020250606%20225.0%20PUT\">$SMH 20250606 225.0 PUT$</a> ，开仓量5万手。</p><p>非常明确的预期回调，算算对应英伟达价格差不多也是120左右。不过期权到期日距离太近，说明是急跌一两天，下周一或者周二有机会做sell put。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c64adb2abc0db70b9f086e00aa6f5157\" tg-width=\"1080\" tg-height=\"1907\"></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>大盘下周回调是580。有正股的可以做领口策略对冲，sell call+buy put。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d998d5c637645786169976c134c1db9\" tg-width=\"1042\" tg-height=\"866\"></p><p></p></body></html>","htmlText":"<html><head></head><body><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>财报后真是一天也不等啊，迅速开启回调。本次回调目标120，对应5月9日谈判的跳空缺口。不过不太确定6月6日当周回调120还是130。</p><p>不过总体预期是回调到谈判前，也很合理，毕竟今天川普出尔反尔表示中方违反协议，不就是相当于前两周白谈嘛。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb0b6eee3e00a4f06e33432e5a920212\" tg-width=\"1044\" tg-height=\"992\"></p><p>一些大单介绍：</p><p>2亿哥roll仓了平仓6月20日120call roll到9月19日130call：</p><p>卖出平仓 <a data-mention-id=\"NVDA 20250620 120.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250620%20120.0%20CALL\">$NVDA 20250620 120.0 CALL$</a> ，买入 <a data-mention-id=\"NVDA 20250919 130.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250919%20130.0%20CALL\">$NVDA 20250919 130.0 CALL$</a> </p><p>跟昨天分析一样，行权价提升到130代表这次财报数据不错，但成交量只有3.5万手，远远低于之前10万手持仓，说明对于宏观环境还是没有信心。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17343ce04a6e8d238e389817efe0d8e8\" tg-width=\"2330\" tg-height=\"204\"></p><p>5月12日中美会议结果公布后，2亿哥平仓了三分之二。所以不排除等利空落地继续加仓。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca98955f2126a4d358de270b4cee527b\" tg-width=\"2032\" tg-height=\"1428\"></p><p>卖出 <a data-mention-id=\"NVDA 20250620 160.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250620%20160.0%20CALL\">$NVDA 20250620 160.0 CALL$</a> ，成交量4.4万手。三巫日前肯定涨不到160。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511118302173fe95082e16201dd37196\" tg-width=\"2506\" tg-height=\"102\"></p><p>开仓 <a data-mention-id=\"NVDA 20250613 120.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250613%20120.0%20CALL\">$NVDA 20250613 120.0 CALL$</a> ，开仓 <a data-mention-id=\"NVDA 20250613 120.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250613%20120.0%20PUT\">$NVDA 20250613 120.0 PUT$</a> 。</p><p>这笔组合策略方向不明，不过不太重要，双开一般都代表有大波动，而且波动方向会趋近行权价，所以后面两周会完成回调。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4d342bbc513c81a3d6522a5d3eff514\" tg-width=\"2326\" tg-height=\"252\"></p><p>平仓 <a data-mention-id=\"NVDA 20261218 130.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020261218%20130.0%20CALL\">$NVDA 20261218 130.0 CALL$</a> ，买入 <a data-mention-id=\"NVDA 20271217 155.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020271217%20155.0%20CALL\">$NVDA 20271217 155.0 CALL$</a> </p><p>还是long call大单roll仓，不过跟2亿哥大单一样，在财报前一天也减了半仓，如下图所示，所以现在是半仓roll仓，同样代表宏观不确定性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05dd4d1986ecf7fbd92c6b06db311258\" tg-width=\"2324\" tg-height=\"152\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0064148c665fc02a09158fe2d80e809a\" tg-width=\"2008\" tg-height=\"1442\"></p><p> <a data-mention-id=\"SMH\" class=\"teditor-mention\" data-mention-name=\"半导体指数ETF-HOLDRs\" href=\"https://laohu8.com/S/SMH\">$半导体指数ETF-HOLDRs(SMH)$</a> </p><p>大单开仓 <a data-mention-id=\"SMH 20250606 225.0 PUT\" class=\"teditor-mention\" data-mention-name=\"SMH\" href=\"https://laohu8.com/OPT/SMH%2020250606%20225.0%20PUT\">$SMH 20250606 225.0 PUT$</a> ，开仓量5万手。</p><p>非常明确的预期回调，算算对应英伟达价格差不多也是120左右。不过期权到期日距离太近，说明是急跌一两天，下周一或者周二有机会做sell put。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c64adb2abc0db70b9f086e00aa6f5157\" tg-width=\"1080\" tg-height=\"1907\"></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>大盘下周回调是580。有正股的可以做领口策略对冲，sell call+buy put。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d998d5c637645786169976c134c1db9\" tg-width=\"1042\" tg-height=\"866\"></p><p></p></body></html>","text":"$英伟达(NVDA)$ 财报后真是一天也不等啊，迅速开启回调。本次回调目标120，对应5月9日谈判的跳空缺口。不过不太确定6月6日当周回调120还是130。 不过总体预期是回调到谈判前，也很合理，毕竟今天川普出尔反尔表示中方违反协议，不就是相当于前两周白谈嘛。 一些大单介绍： 2亿哥roll仓了平仓6月20日120call roll到9月19日130call： 卖出平仓 $NVDA 20250620 120.0 CALL$ ，买入 $NVDA 20250919 130.0 CALL$ 跟昨天分析一样，行权价提升到130代表这次财报数据不错，但成交量只有3.5万手，远远低于之前10万手持仓，说明对于宏观环境还是没有信心。 5月12日中美会议结果公布后，2亿哥平仓了三分之二。所以不排除等利空落地继续加仓。 卖出 $NVDA 20250620 160.0 CALL$ ，成交量4.4万手。三巫日前肯定涨不到160。 开仓 $NVDA 20250613 120.0 CALL$ ，开仓 $NVDA 20250613 120.0 PUT$ 。 这笔组合策略方向不明，不过不太重要，双开一般都代表有大波动，而且波动方向会趋近行权价，所以后面两周会完成回调。 平仓 $NVDA 20261218 130.0 CALL$ ，买入 $NVDA 20271217 155.0 CALL$ 还是long call大单roll仓，不过跟2亿哥大单一样，在财报前一天也减了半仓，如下图所示，所以现在是半仓roll仓，同样代表宏观不确定性。 $半导体指数ETF-HOLDRs(SMH)$ 大单开仓 $SMH 20250606 225.0 PUT$ ，开仓量5万手。 非常明确的预期回调，算算对应英伟达价格差不多也是120左右。不过期权到期日距离太近，说明是急跌一两天，下周一或者周二有机会做sell put。 $标普500ETF(SPY)$ 大盘下周回调是580。有正股的可以做领口策略对冲，sell call+buy put。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/440683925148256","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","SPY","SMH","NVDA 20271217 155.0 CALL","NVDA 20261218 130.0 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