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@卖方笔记：通俗易懂玩赚英伟达Q2财报

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target=\"_blank\">可点击个股权利金专区，卖出精选高收益期权，赚取权利金收入！</a></p><p><u>2025年英伟达Q2财季财报预期：</u></p><ul style=\"\"><li><p>预计英伟达Q2业绩460-470亿美元将略高于市场预期；</p></li><li><p>预计Q3营收指引将达到530-540亿美元以上，略高于市场共识；</p></li><li><p>强劲增长主要由数据中心业务驱动；</p></li><li><p>预计本次财报排除中国H20芯片的收入；</p></li><li><p>基于超大规模数据中心积极的资本支出，预计2026年业绩非常乐观；</p></li></ul><p><u>如何评价财报预期：</u></p><ul style=\"\"><li><p>因中国市场不确定性，业绩不会大超预期；</p></li><li><p>预计财报波动6.6%，浮动区间168～192。</p></li></ul><p><u>交易策略：</u></p><ul style=\"\"><li><p>无利空，跌破区间概率低，可以做空(即卖出)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>持有正股可做空(即卖出)价外看涨期权进行对冲。</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=\"NVDA 20250829 195.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250829%20195.0%20CALL\">$NVDA 20250829 195.0 CALL$</a> （胜率86%）</p></li><li><p>卖出看跌期权策略：  <a data-mention-id=\"NVDA 20250829 167.5 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250829%20167.5%20PUT\">$NVDA 20250829 167.5 PUT$</a> （胜率82%）</p></li></ul><hr><p>想要了解更多卖方机会，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>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>对阿里卖出策略更感兴趣，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>直接点击跳转：<a href=\"https://laohu8.com/J/premiumsHub?symbol=NVDA\" title=\"权利金专区卖出精选高收益\" target=\"_blank\">权利金专区卖出精选高收益</a></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>q</p></body></html>","htmlText":"<html><head></head><body><p>*财报季对冲策略参考，<a href=\"https://laohu8.com/J/premiumsHub?symbol=NVDA\" title=\"可点击个股权利金专区，卖出精选高收益期权，赚取权利金收入！\" target=\"_blank\">可点击个股权利金专区，卖出精选高收益期权，赚取权利金收入！</a></p><p><u>2025年英伟达Q2财季财报预期：</u></p><ul style=\"\"><li><p>预计英伟达Q2业绩460-470亿美元将略高于市场预期；</p></li><li><p>预计Q3营收指引将达到530-540亿美元以上，略高于市场共识；</p></li><li><p>强劲增长主要由数据中心业务驱动；</p></li><li><p>预计本次财报排除中国H20芯片的收入；</p></li><li><p>基于超大规模数据中心积极的资本支出，预计2026年业绩非常乐观；</p></li></ul><p><u>如何评价财报预期：</u></p><ul style=\"\"><li><p>因中国市场不确定性，业绩不会大超预期；</p></li><li><p>预计财报波动6.6%，浮动区间168～192。</p></li></ul><p><u>交易策略：</u></p><ul style=\"\"><li><p>无利空，跌破区间概率低，可以做空(即卖出)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>持有正股可做空(即卖出)价外看涨期权进行对冲。</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=\"NVDA 20250829 195.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250829%20195.0%20CALL\">$NVDA 20250829 195.0 CALL$</a> （胜率86%）</p></li><li><p>卖出看跌期权策略：  <a data-mention-id=\"NVDA 20250829 167.5 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250829%20167.5%20PUT\">$NVDA 20250829 167.5 PUT$</a> （胜率82%）</p></li></ul><hr><p>想要了解更多卖方机会，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>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>对阿里卖出策略更感兴趣，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>直接点击跳转：<a href=\"https://laohu8.com/J/premiumsHub?symbol=NVDA\" title=\"权利金专区卖出精选高收益\" target=\"_blank\">权利金专区卖出精选高收益</a></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>q</p></body></html>","text":"*财报季对冲策略参考，可点击个股权利金专区，卖出精选高收益期权，赚取权利金收入！ 2025年英伟达Q2财季财报预期： 预计英伟达Q2业绩460-470亿美元将略高于市场预期； 预计Q3营收指引将达到530-540亿美元以上，略高于市场共识； 强劲增长主要由数据中心业务驱动； 预计本次财报排除中国H20芯片的收入； 基于超大规模数据中心积极的资本支出，预计2026年业绩非常乐观； 如何评价财报预期： 因中国市场不确定性，业绩不会大超预期； 预计财报波动6.6%，浮动区间168～192。 交易策略： 无利空，跌破区间概率低，可以做空(即卖出)看跌期权； 财报前卖出看跌期权，财报披露当天开盘平仓； 持有正股可做空(即卖出)价外看涨期权进行对冲。 行权价到期日选择参考： 备兑卖出看涨期权策略： $NVDA 20250829 195.0 CALL$ （胜率86%） 卖出看跌期权策略： $NVDA 20250829 167.5 PUT$ （胜率82%） 想要了解更多卖方机会，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。 直接点击跳转：期权笔笔易 对阿里卖出策略更感兴趣，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。 直接点击跳转：权利金专区卖出精选高收益 q","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/471791739076632","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA"],"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":935,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":228,"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/471777448210528"}