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@卖方笔记：通俗易懂玩赚Q2谷歌财报

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style=\"\"><li><p>预测Q2总收入为937亿美元，同比增长10.6%。</p></li><li><p>搜索业务预计增长8.8%，YouTube广告收入预计增长10.0%。</p></li><li><p>OpenAI在5月与谷歌签订协议将租用谷歌云的计算能力，或将为谷歌云营收带来可观增长。</p></li></ul><p><u>交易策略：</u></p><ul style=\"\"><li><p>财报预期波动：5.9%</p></li><li><p>股价波动区间：174～196</p></li><li><p>没有重大利空，排除财报前和财报后大跌。</p></li><li><p>大跌风险很低，可交易卖出看跌期权。</p></li><li><p>财报前卖出看跌期权，财报披露当天开盘平仓。</p></li><li><p>持有正股可考虑卖出价外看涨期权获得额外收益。</p></li></ul><p><u>行权价到期日选择参考：</u></p><ul style=\"\"><li><p>备兑卖出看涨期权策略：  <a data-mention-id=\"GOOGL 20250725 200.0 CALL\" class=\"teditor-mention\" data-mention-name=\"GOOGL\" href=\"https://laohu8.com/OPT/GOOGL%2020250725%20200.0%20CALL\">$GOOGL 20250725 200.0 CALL$</a> （胜率86%）</p></li><li><p>卖出看跌期权策略：  <a data-mention-id=\"GOOGL 20250725 172.5 PUT\" class=\"teditor-mention\" data-mention-name=\"GOOGL\" href=\"https://laohu8.com/OPT/GOOGL%2020250725%20172.5%20PUT\">$GOOGL 20250725 172.5 PUT$</a> （胜率84%）</p></li></ul><hr><p>#想要了解更多卖方机会的朋友，可点击app最下方“行情”，选择股票页面里的期权，点击期权笔笔易筛选更多热门卖方机会。</p><p>也可直接点击跳转：<a href=\"https://laohu8.com/J/strikeSave\" title=\"期权笔笔易\" target=\"_blank\" class=\"\">期权笔笔易</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff44483c342b56592c0caa2df9e33250\" tg-width=\"2288\" tg-height=\"1526\"></p><p>对具体个股卖出策略更感兴趣的朋友，可以在个股概览页面，下拉找到权利金专区，这里有针对性卖出看跌期权和备兑看涨策略推荐。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6793981751ef2a416b9dedae60f9fc\" tg-width=\"2276\" tg-height=\"1516\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/286a9bc6c0552c490a72fb6780ab6a34\" tg-width=\"2278\" tg-height=\"1512\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>安全追涨谷歌财报。</p><p><u>AI尚无法威胁谷歌搜索地位：</u></p><ul style=\"\"><li><p>根据花旗调研，谷歌搜索仍然是大多数用户互联网使用的核心，Q2美国搜索市场的份额保持在约87%健康水平。</p></li><li><p>谷歌的核心商业用例（如购物和旅游）持续增长，尤其是在年轻群体中。</p></li><li><p>当前AI代理主要用于研究驱动型任务，如网站翻译、课题研究和旅游研究，而非购物类商业活动。</p></li></ul><p><u>2025年Q2财报如何：</u></p><ul style=\"\"><li><p>预测Q2总收入为937亿美元，同比增长10.6%。</p></li><li><p>搜索业务预计增长8.8%，YouTube广告收入预计增长10.0%。</p></li><li><p>OpenAI在5月与谷歌签订协议将租用谷歌云的计算能力，或将为谷歌云营收带来可观增长。</p></li></ul><p><u>交易策略：</u></p><ul style=\"\"><li><p>财报预期波动：5.9%</p></li><li><p>股价波动区间：174～196</p></li><li><p>没有重大利空，排除财报前和财报后大跌。</p></li><li><p>大跌风险很低，可交易卖出看跌期权。</p></li><li><p>财报前卖出看跌期权，财报披露当天开盘平仓。</p></li><li><p>持有正股可考虑卖出价外看涨期权获得额外收益。</p></li></ul><p><u>行权价到期日选择参考：</u></p><ul style=\"\"><li><p>备兑卖出看涨期权策略：  <a data-mention-id=\"GOOGL 20250725 200.0 CALL\" class=\"teditor-mention\" data-mention-name=\"GOOGL\" href=\"https://laohu8.com/OPT/GOOGL%2020250725%20200.0%20CALL\">$GOOGL 20250725 200.0 CALL$</a> （胜率86%）</p></li><li><p>卖出看跌期权策略：  <a data-mention-id=\"GOOGL 20250725 172.5 PUT\" class=\"teditor-mention\" data-mention-name=\"GOOGL\" href=\"https://laohu8.com/OPT/GOOGL%2020250725%20172.5%20PUT\">$GOOGL 20250725 172.5 PUT$</a> （胜率84%）</p></li></ul><hr><p>#想要了解更多卖方机会的朋友，可点击app最下方“行情”，选择股票页面里的期权，点击期权笔笔易筛选更多热门卖方机会。</p><p>也可直接点击跳转：<a href=\"https://laohu8.com/J/strikeSave\" title=\"期权笔笔易\" target=\"_blank\" class=\"\">期权笔笔易</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff44483c342b56592c0caa2df9e33250\" tg-width=\"2288\" tg-height=\"1526\"></p><p>对具体个股卖出策略更感兴趣的朋友，可以在个股概览页面，下拉找到权利金专区，这里有针对性卖出看跌期权和备兑看涨策略推荐。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6793981751ef2a416b9dedae60f9fc\" tg-width=\"2276\" tg-height=\"1516\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/286a9bc6c0552c490a72fb6780ab6a34\" tg-width=\"2278\" tg-height=\"1512\"></p><p></p></body></html>","text":"安全追涨谷歌财报。 AI尚无法威胁谷歌搜索地位： 根据花旗调研，谷歌搜索仍然是大多数用户互联网使用的核心，Q2美国搜索市场的份额保持在约87%健康水平。 谷歌的核心商业用例（如购物和旅游）持续增长，尤其是在年轻群体中。 当前AI代理主要用于研究驱动型任务，如网站翻译、课题研究和旅游研究，而非购物类商业活动。 2025年Q2财报如何： 预测Q2总收入为937亿美元，同比增长10.6%。 搜索业务预计增长8.8%，YouTube广告收入预计增长10.0%。 OpenAI在5月与谷歌签订协议将租用谷歌云的计算能力，或将为谷歌云营收带来可观增长。 交易策略： 财报预期波动：5.9% 股价波动区间：174～196 没有重大利空，排除财报前和财报后大跌。 大跌风险很低，可交易卖出看跌期权。 财报前卖出看跌期权，财报披露当天开盘平仓。 持有正股可考虑卖出价外看涨期权获得额外收益。 行权价到期日选择参考： 备兑卖出看涨期权策略： $GOOGL 20250725 200.0 CALL$ （胜率86%） 卖出看跌期权策略： $GOOGL 20250725 172.5 PUT$ （胜率84%） #想要了解更多卖方机会的朋友，可点击app最下方“行情”，选择股票页面里的期权，点击期权笔笔易筛选更多热门卖方机会。 也可直接点击跳转：期权笔笔易 对具体个股卖出策略更感兴趣的朋友，可以在个股概览页面，下拉找到权利金专区，这里有针对性卖出看跌期权和备兑看涨策略推荐。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/458083995914904","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["GOOG","GOOGL"],"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":1028,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":85,"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":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/458848785449432"}