咕咚咕咚LiLi
08-19
科技股就是风向标
@期权小班长：
静待杰克逊霍尔
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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>本周有概率会跌到175以下，如果有的话非常适合做sell put。</p><p>机构sell call行权价跟上周几乎一致，就不一一举例了，在此基础上多了sell call 182.5 <a data-mention-id=\"NVDA 20250822 182.5 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250822%20182.5%20CALL\">$NVDA 20250822 182.5 CALL$</a> ，本周有一定回调倾向。</p><p>股价高于182时可以做sell call操作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d3727703f6ef5d546c1b71f1c9da15a\" tg-width=\"1042\" tg-height=\"962\"></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>机构上周价差区间是卖出355call买入360call ，本周价差区间是卖出345call买入370call。</p><p>单腿sell call可以选择350以上行权价 <a data-mention-id=\"TSLA 20250822 350.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020250822%20350.0%20CALL\">$TSLA 20250822 350.0 CALL$</a> 。</p><p>看跌期权开仓方面，空头依然非常极端，比前几周都厉害。虽然有第三方数据称本季度特斯拉销量回升，但稳妥起见sell put行权价还是300以下靠谱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e42ce76f3b9634551293e706a7c73a7\" tg-width=\"1038\" tg-height=\"962\"></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>机构对冲近期波动，spy对冲回调到640以下620以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5dc76236786e52989a642655e3937c4\" tg-width=\"1038\" tg-height=\"1056\"></p><p> <a data-mention-id=\"UNH\" class=\"teditor-mention\" data-mention-name=\"联合健康\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> </p><p>虽然有巴菲特抄底，但Q2业绩和展望都很差，且短期无显著改善，2026年预计同比增长低于10%。所以看多策略应偏向保守。</p><p>看涨期权400以上开仓多为卖方。目前看涨看跌双方都在300价位死磕，sell put可以考虑300以下行权价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c932d945a7f285d7f8a180f0b7b5ce47\" tg-width=\"1040\" tg-height=\"1024\"></p><p> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> </p><p>机构上周价差是卖出235call买入237.5call，本周sell行权价不变还是235 <a data-mention-id=\"AMZN 20250822 235.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020250822%20235.0%20CALL\">$AMZN 20250822 235.0 CALL$</a> ，对冲买入行权价提高为247.5。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecebb8e58897c5e69860b5ebed8e0ba0\" tg-width=\"1038\" tg-height=\"674\"></p><p> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> </p><p>谷歌是科技股里sell call行权价提升最明显的股票，意味着本周还有一定的上涨空间。</p><p>上周价差是卖出207.5，买入212.5call，本周价差是卖出210买入220call。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9060e4651d0c00cb8338306120450cb2\" tg-width=\"1038\" tg-height=\"576\"></p><p> <a data-mention-id=\"COIN\" class=\"teditor-mention\" data-mention-name=\"Coinbase Global, Inc.\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> </p><p>机构价差策略跟上周差不多，卖出行权价比上周略有上调至330call，对冲357.5call。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ecc5131d77cbeb28bb0eaf9be95f241\" tg-width=\"1038\" tg-height=\"512\"></p><p> <a data-mention-id=\"CRWV\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> </p><p>抄底情绪不太明显，感觉本周可能会测试一下95，偏向震荡为主。现在还是比较适合卖价外sell put。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe6968bf1cf11066a489e251690ea480\" tg-width=\"1040\" tg-height=\"770\"></p><p>今天比较保守的做个谷歌的sell put 200 <a href=\"https://laohu8.com/OPT/GOOGL 20250822 200.0 PUT\">$GOOGL 20250822 200.0 PUT$ </a> </p></body></html>","htmlText":"<html><head></head><body><p>周五杰克逊霍尔会议，大型科技股本周行情偏向回避风险。</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>本周有概率会跌到175以下，如果有的话非常适合做sell put。</p><p>机构sell call行权价跟上周几乎一致，就不一一举例了，在此基础上多了sell call 182.5 <a data-mention-id=\"NVDA 20250822 182.5 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250822%20182.5%20CALL\">$NVDA 20250822 182.5 CALL$</a> ，本周有一定回调倾向。</p><p>股价高于182时可以做sell call操作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d3727703f6ef5d546c1b71f1c9da15a\" tg-width=\"1042\" tg-height=\"962\"></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>机构上周价差区间是卖出355call买入360call ，本周价差区间是卖出345call买入370call。</p><p>单腿sell call可以选择350以上行权价 <a data-mention-id=\"TSLA 20250822 350.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020250822%20350.0%20CALL\">$TSLA 20250822 350.0 CALL$</a> 。</p><p>看跌期权开仓方面，空头依然非常极端，比前几周都厉害。虽然有第三方数据称本季度特斯拉销量回升，但稳妥起见sell put行权价还是300以下靠谱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e42ce76f3b9634551293e706a7c73a7\" tg-width=\"1038\" tg-height=\"962\"></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>机构对冲近期波动，spy对冲回调到640以下620以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5dc76236786e52989a642655e3937c4\" tg-width=\"1038\" tg-height=\"1056\"></p><p> <a data-mention-id=\"UNH\" class=\"teditor-mention\" data-mention-name=\"联合健康\" href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$</a> </p><p>虽然有巴菲特抄底，但Q2业绩和展望都很差，且短期无显著改善，2026年预计同比增长低于10%。所以看多策略应偏向保守。</p><p>看涨期权400以上开仓多为卖方。目前看涨看跌双方都在300价位死磕，sell put可以考虑300以下行权价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c932d945a7f285d7f8a180f0b7b5ce47\" tg-width=\"1040\" tg-height=\"1024\"></p><p> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> </p><p>机构上周价差是卖出235call买入237.5call，本周sell行权价不变还是235 <a data-mention-id=\"AMZN 20250822 235.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020250822%20235.0%20CALL\">$AMZN 20250822 235.0 CALL$</a> ，对冲买入行权价提高为247.5。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecebb8e58897c5e69860b5ebed8e0ba0\" tg-width=\"1038\" tg-height=\"674\"></p><p> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> </p><p>谷歌是科技股里sell call行权价提升最明显的股票，意味着本周还有一定的上涨空间。</p><p>上周价差是卖出207.5，买入212.5call，本周价差是卖出210买入220call。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9060e4651d0c00cb8338306120450cb2\" tg-width=\"1038\" tg-height=\"576\"></p><p> <a data-mention-id=\"COIN\" class=\"teditor-mention\" data-mention-name=\"Coinbase Global, Inc.\" href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> </p><p>机构价差策略跟上周差不多，卖出行权价比上周略有上调至330call，对冲357.5call。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ecc5131d77cbeb28bb0eaf9be95f241\" tg-width=\"1038\" tg-height=\"512\"></p><p> <a data-mention-id=\"CRWV\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> </p><p>抄底情绪不太明显，感觉本周可能会测试一下95，偏向震荡为主。现在还是比较适合卖价外sell put。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe6968bf1cf11066a489e251690ea480\" tg-width=\"1040\" tg-height=\"770\"></p><p>今天比较保守的做个谷歌的sell put 200 <a href=\"https://laohu8.com/OPT/GOOGL 20250822 200.0 PUT\">$GOOGL 20250822 200.0 PUT$ </a> </p></body></html>","text":"周五杰克逊霍尔会议，大型科技股本周行情偏向回避风险。 $英伟达(NVDA)$ 本周有概率会跌到175以下，如果有的话非常适合做sell put。 机构sell call行权价跟上周几乎一致，就不一一举例了，在此基础上多了sell call 182.5 $NVDA 20250822 182.5 CALL$ ，本周有一定回调倾向。 股价高于182时可以做sell call操作。 $特斯拉(TSLA)$ 机构上周价差区间是卖出355call买入360call ，本周价差区间是卖出345call买入370call。 单腿sell call可以选择350以上行权价 $TSLA 20250822 350.0 CALL$ 。 看跌期权开仓方面，空头依然非常极端，比前几周都厉害。虽然有第三方数据称本季度特斯拉销量回升，但稳妥起见sell put行权价还是300以下靠谱。 $标普500ETF(SPY)$ 机构对冲近期波动，spy对冲回调到640以下620以上。 $联合健康(UNH)$ 虽然有巴菲特抄底，但Q2业绩和展望都很差，且短期无显著改善，2026年预计同比增长低于10%。所以看多策略应偏向保守。 看涨期权400以上开仓多为卖方。目前看涨看跌双方都在300价位死磕，sell put可以考虑300以下行权价。 $亚马逊(AMZN)$ 机构上周价差是卖出235call买入237.5call，本周sell行权价不变还是235 $AMZN 20250822 235.0 CALL$ ，对冲买入行权价提高为247.5。 $谷歌A(GOOGL)$ 谷歌是科技股里sell call行权价提升最明显的股票，意味着本周还有一定的上涨空间。 上周价差是卖出207.5，买入212.5call，本周价差是卖出210买入220call。 $Coinbase Global, Inc.(COIN)$ 机构价差策略跟上周差不多，卖出行权价比上周略有上调至330call，对冲357.5call。 $CoreWeave, Inc.(CRWV)$ 抄底情绪不太明显，感觉本周可能会测试一下95，偏向震荡为主。现在还是比较适合卖价外sell put。 今天比较保守的做个谷歌的sell put 200 $GOOGL 20250822 200.0 PUT$","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/469022650818760","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","AMZN","CRWV","TSLA","GOOGL","SPY","UNH","COIN"],"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":1355,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":376,"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":16,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/469169998905616"}
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