青色的西红柿
07-13
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@期权小班长：
成长股回调
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true}","description":"你想知道的期权知识都在这里，咨询期权问题@期权小助手","image":"https://static.tigerbbs.com/672d6bc9cf055ebef009d5ee69bfef82"}],"images":[{"img":"https://static.tigerbbs.com/fee128b362214ec1da247c07dfab1d7e","width":"1046","height":"964"},{"img":"https://static.tigerbbs.com/b5bbd24fe742eae9b86ddb2382d24427","width":"1038","height":"990"},{"img":"https://static.tigerbbs.com/2c1e6f9069561d488aa9919641cbba44","width":"1046","height":"868"},{"img":"https://static.tigerbbs.com/36e2cc4a643cc3c36465e706615295e3","width":"1046","height":"930"},{"img":"https://static.tigerbbs.com/98ba433701f125bdb1eb89bf5905ee9d","width":"1042","height":"706"}],"coverImages":[{"img":"https://static.tigerbbs.com/fee128b362214ec1da247c07dfab1d7e","width":"1046","height":"964"},{"img":"https://static.tigerbbs.com/b5bbd24fe742eae9b86ddb2382d24427","width":"1038","height":"990"},{"img":"https://static.tigerbbs.com/2c1e6f9069561d488aa9919641cbba44","width":"1046","height":"868"}],"title":"成长股回调","html":"<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>看涨趋势很强，但是看跌暴跌押注又开始了，下周要么正常上行要么闪崩。</p><p>机构sell call170，对冲177.5。看涨期权出现大量隔周开仓，一片欣欣向荣的景象，但我不好说。</p><p>看跌期权开仓18号到期140和141看跌，腰斩价位95也有大量开仓，不过和spy看跌开仓没有对应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fee128b362214ec1da247c07dfab1d7e\" tg-width=\"1046\" tg-height=\"964\"></p><p>我倾向于下周先正常交易，持仓是sell call170 +sell put 160。如果英伟达股价突破168考虑继续roll，虽然会有逼空，但现阶段最好不要单独sell put。</p><p>可能有人要问了，既然有腰斩风险为什么不空仓回避？是这样的，因为不确定具体回调时间，最怕的是空仓看见股价暴涨心态失衡冲进去满仓，有正股持仓就继续半仓做备兑，没正股少量sell put追涨能平衡心态，而且真遇到回撤处理起来也不会太心疼。</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>没有特别极端的看空大单，相比6月底，现阶段比较像正常牛市看空。看跌预期还是610以下，但对冲sell put降到了565。</p><p>看涨开仓有空单：权利金收入500万美元的远期价外sell call <a data-mention-id=\"SPY 20251121 670.0 CALL\" class=\"teditor-mention\" data-mention-name=\"SPY\" href=\"https://laohu8.com/OPT/SPY%2020251121%20670.0%20CALL\">$SPY 20251121 670.0 CALL$</a> ，开仓7522手，delta0.24。我觉得可以参考。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5bbd24fe742eae9b86ddb2382d24427\" tg-width=\"1038\" tg-height=\"990\"></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>很平淡，机构继续卖下周到期320call <a data-mention-id=\"TSLA 20250718 320.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020250718%20320.0%20CALL\">$TSLA 20250718 320.0 CALL$</a> ，值得注意看跌预期也降低了，波动区间收窄至290～320。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c1e6f9069561d488aa9919641cbba44\" tg-width=\"1046\" tg-height=\"868\"></p><p> <a data-mention-id=\"IBIT\" class=\"teditor-mention\" data-mention-name=\"iShares Bitcoin Trust ETF\" href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust ETF(IBIT)$</a> </p><p>bitcoinETF看涨目标是70，至少是68以上，看涨价差大单买入68call卖出73call <a data-mention-id=\"IBIT 20250815 68.0 CALL\" class=\"teditor-mention\" data-mention-name=\"IBIT\" href=\"https://laohu8.com/OPT/IBIT%2020250815%2068.0%20CALL\">$IBIT 20250815 68.0 CALL$</a> <a data-mention-id=\"IBIT 20250815 73.0 CALL\" class=\"teditor-mention\" data-mention-name=\"IBIT\" href=\"https://laohu8.com/OPT/IBIT%2020250815%2073.0%20CALL\">$IBIT 20250815 73.0 CALL$</a> </p><p>看跌预期是62。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36e2cc4a643cc3c36465e706615295e3\" tg-width=\"1046\" tg-height=\"930\"></p><p>COIN下周预期，机构sell call402.5对冲437.5，想做sell call可以选420以上。</p><p> <a data-mention-id=\"HOOD\" class=\"teditor-mention\" data-mention-name=\"Robinhood\" href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> </p><p>大单sell put 87 <a data-mention-id=\"HOOD 20250718 87.0 PUT\" class=\"teditor-mention\" data-mention-name=\"HOOD\" href=\"https://laohu8.com/OPT/HOOD%2020250718%2087.0%20PUT\">$HOOD 20250718 87.0 PUT$</a> ，buy call 102 <a data-mention-id=\"HOOD 20250718 102.0 CALL\" class=\"teditor-mention\" data-mention-name=\"HOOD\" href=\"https://laohu8.com/OPT/HOOD%2020250718%20102.0%20CALL\">$HOOD 20250718 102.0 CALL$</a> 。</p><p>我选择sell put <a href=\"https://laohu8.com/OPT/HOOD 20250718 95.0 PUT\">$HOOD 20250718 95.0 PUT$ </a> </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>机构sell call146；看跌预期140，但有远期大单做空 <a data-mention-id=\"PLTR 20260618 100.0 PUT\" class=\"teditor-mention\" data-mention-name=\"PLTR\" href=\"https://laohu8.com/OPT/PLTR%2020260618%20100.0%20PUT\">$PLTR 20260618 100.0 PUT$</a> 。可以跟英伟达一样的处理方法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98ba433701f125bdb1eb89bf5905ee9d\" tg-width=\"1042\" tg-height=\"706\"></p><p>交易：</p><p>之前热门交易小盘股crwv和crcl开始回调了，一般来说这也是大盘即将回调信号。crwv下周有张100万美元的看跌大单，7月18日120put <a data-mention-id=\"CRWV 20250718 120.0 PUT\" class=\"teditor-mention\" data-mention-name=\"CRWV\" href=\"https://laohu8.com/OPT/CRWV%2020250718%20120.0%20PUT\">$CRWV 20250718 120.0 PUT$</a> 。crcl期权交易量比较少，初步看到回调预期是180。</p><p>今天做sell put <a href=\"https://laohu8.com/OPT/HOOD 20250718 95.0 PUT\">$HOOD 20250718 95.0 PUT$ </a> </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>看涨趋势很强，但是看跌暴跌押注又开始了，下周要么正常上行要么闪崩。</p><p>机构sell call170，对冲177.5。看涨期权出现大量隔周开仓，一片欣欣向荣的景象，但我不好说。</p><p>看跌期权开仓18号到期140和141看跌，腰斩价位95也有大量开仓，不过和spy看跌开仓没有对应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fee128b362214ec1da247c07dfab1d7e\" tg-width=\"1046\" tg-height=\"964\"></p><p>我倾向于下周先正常交易，持仓是sell call170 +sell put 160。如果英伟达股价突破168考虑继续roll，虽然会有逼空，但现阶段最好不要单独sell put。</p><p>可能有人要问了，既然有腰斩风险为什么不空仓回避？是这样的，因为不确定具体回调时间，最怕的是空仓看见股价暴涨心态失衡冲进去满仓，有正股持仓就继续半仓做备兑，没正股少量sell put追涨能平衡心态，而且真遇到回撤处理起来也不会太心疼。</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>没有特别极端的看空大单，相比6月底，现阶段比较像正常牛市看空。看跌预期还是610以下，但对冲sell put降到了565。</p><p>看涨开仓有空单：权利金收入500万美元的远期价外sell call <a data-mention-id=\"SPY 20251121 670.0 CALL\" class=\"teditor-mention\" data-mention-name=\"SPY\" href=\"https://laohu8.com/OPT/SPY%2020251121%20670.0%20CALL\">$SPY 20251121 670.0 CALL$</a> ，开仓7522手，delta0.24。我觉得可以参考。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5bbd24fe742eae9b86ddb2382d24427\" tg-width=\"1038\" tg-height=\"990\"></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>很平淡，机构继续卖下周到期320call <a data-mention-id=\"TSLA 20250718 320.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020250718%20320.0%20CALL\">$TSLA 20250718 320.0 CALL$</a> ，值得注意看跌预期也降低了，波动区间收窄至290～320。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c1e6f9069561d488aa9919641cbba44\" tg-width=\"1046\" tg-height=\"868\"></p><p> <a data-mention-id=\"IBIT\" class=\"teditor-mention\" data-mention-name=\"iShares Bitcoin Trust ETF\" href=\"https://laohu8.com/S/IBIT\">$iShares Bitcoin Trust ETF(IBIT)$</a> </p><p>bitcoinETF看涨目标是70，至少是68以上，看涨价差大单买入68call卖出73call <a data-mention-id=\"IBIT 20250815 68.0 CALL\" class=\"teditor-mention\" data-mention-name=\"IBIT\" href=\"https://laohu8.com/OPT/IBIT%2020250815%2068.0%20CALL\">$IBIT 20250815 68.0 CALL$</a> <a data-mention-id=\"IBIT 20250815 73.0 CALL\" class=\"teditor-mention\" data-mention-name=\"IBIT\" href=\"https://laohu8.com/OPT/IBIT%2020250815%2073.0%20CALL\">$IBIT 20250815 73.0 CALL$</a> </p><p>看跌预期是62。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36e2cc4a643cc3c36465e706615295e3\" tg-width=\"1046\" tg-height=\"930\"></p><p>COIN下周预期，机构sell call402.5对冲437.5，想做sell call可以选420以上。</p><p> <a data-mention-id=\"HOOD\" class=\"teditor-mention\" data-mention-name=\"Robinhood\" href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> </p><p>大单sell put 87 <a data-mention-id=\"HOOD 20250718 87.0 PUT\" class=\"teditor-mention\" data-mention-name=\"HOOD\" href=\"https://laohu8.com/OPT/HOOD%2020250718%2087.0%20PUT\">$HOOD 20250718 87.0 PUT$</a> ，buy call 102 <a data-mention-id=\"HOOD 20250718 102.0 CALL\" class=\"teditor-mention\" data-mention-name=\"HOOD\" href=\"https://laohu8.com/OPT/HOOD%2020250718%20102.0%20CALL\">$HOOD 20250718 102.0 CALL$</a> 。</p><p>我选择sell put <a href=\"https://laohu8.com/OPT/HOOD 20250718 95.0 PUT\">$HOOD 20250718 95.0 PUT$ </a> </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>机构sell call146；看跌预期140，但有远期大单做空 <a data-mention-id=\"PLTR 20260618 100.0 PUT\" class=\"teditor-mention\" data-mention-name=\"PLTR\" href=\"https://laohu8.com/OPT/PLTR%2020260618%20100.0%20PUT\">$PLTR 20260618 100.0 PUT$</a> 。可以跟英伟达一样的处理方法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98ba433701f125bdb1eb89bf5905ee9d\" tg-width=\"1042\" tg-height=\"706\"></p><p>交易：</p><p>之前热门交易小盘股crwv和crcl开始回调了，一般来说这也是大盘即将回调信号。crwv下周有张100万美元的看跌大单，7月18日120put <a data-mention-id=\"CRWV 20250718 120.0 PUT\" class=\"teditor-mention\" data-mention-name=\"CRWV\" href=\"https://laohu8.com/OPT/CRWV%2020250718%20120.0%20PUT\">$CRWV 20250718 120.0 PUT$</a> 。crcl期权交易量比较少，初步看到回调预期是180。</p><p>今天做sell put <a href=\"https://laohu8.com/OPT/HOOD 20250718 95.0 PUT\">$HOOD 20250718 95.0 PUT$ </a> </p></body></html>","text":"$英伟达(NVDA)$ 看涨趋势很强，但是看跌暴跌押注又开始了，下周要么正常上行要么闪崩。 机构sell call170，对冲177.5。看涨期权出现大量隔周开仓，一片欣欣向荣的景象，但我不好说。 看跌期权开仓18号到期140和141看跌，腰斩价位95也有大量开仓，不过和spy看跌开仓没有对应。 我倾向于下周先正常交易，持仓是sell call170 +sell put 160。如果英伟达股价突破168考虑继续roll，虽然会有逼空，但现阶段最好不要单独sell put。 可能有人要问了，既然有腰斩风险为什么不空仓回避？是这样的，因为不确定具体回调时间，最怕的是空仓看见股价暴涨心态失衡冲进去满仓，有正股持仓就继续半仓做备兑，没正股少量sell put追涨能平衡心态，而且真遇到回撤处理起来也不会太心疼。 $标普500ETF(SPY)$ 没有特别极端的看空大单，相比6月底，现阶段比较像正常牛市看空。看跌预期还是610以下，但对冲sell put降到了565。 看涨开仓有空单：权利金收入500万美元的远期价外sell call $SPY 20251121 670.0 CALL$ ，开仓7522手，delta0.24。我觉得可以参考。 $特斯拉(TSLA)$ 很平淡，机构继续卖下周到期320call $TSLA 20250718 320.0 CALL$ ，值得注意看跌预期也降低了，波动区间收窄至290～320。 $iShares Bitcoin Trust ETF(IBIT)$ bitcoinETF看涨目标是70，至少是68以上，看涨价差大单买入68call卖出73call $IBIT 20250815 68.0 CALL$ $IBIT 20250815 73.0 CALL$ 看跌预期是62。 COIN下周预期，机构sell call402.5对冲437.5，想做sell call可以选420以上。 $Robinhood(HOOD)$ 大单sell put 87 $HOOD 20250718 87.0 PUT$ ，buy call 102 $HOOD 20250718 102.0 CALL$ 。 我选择sell put $HOOD 20250718 95.0 PUT$ $Palantir Technologies Inc.(PLTR)$ 机构sell call146；看跌预期140，但有远期大单做空 $PLTR 20260618 100.0 PUT$ 。可以跟英伟达一样的处理方法。 交易： 之前热门交易小盘股crwv和crcl开始回调了，一般来说这也是大盘即将回调信号。crwv下周有张100万美元的看跌大单，7月18日120put $CRWV 20250718 120.0 PUT$ 。crcl期权交易量比较少，初步看到回调预期是180。 今天做sell put $HOOD 20250718 95.0 PUT$","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/455560995713688","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","IBIT","TSLA","SPY","HOOD","PLTR","CRWV","IBIT 20250815 68.0 CALL","IBIT 20250815 73.0 CALL","SPY 20251121 670.0 CALL","PLTR 20260618 100.0 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