胖娃儿滚雪球10
09-04
这篇文章不错，转发给大家看看
@期权小班长：
$标普500波动率指数(VIX)$ 开幕雷击。 周五有人买入VIX看涨期权31call $VIX 20251022 31.0 CALL$ ，成交量111.86万手，成交额1067.58万。成交量和成交额都足以引发足够重视。从到期日来看覆盖整个9月跟10月，也就是美股两个表现不太好的月份。 从SPY期权的开仓表现来看，本周在635有支撑，但下周就不好说了。AVGO财报后科技股缺乏预期支撑，市场在FOMC之前回调一波好像也很合理。不过这个猜测还有待验证，具体情况等周五再看。 $博通(AVGO)$ 本周最重要得财报就是博通的财报了，不过预计表现跟英伟达财报差不多，业绩很透明所以股价不会有什么特别亮眼的表现。 市场普遍认为2026财年约60%的AI收入增长已被计入股价。 从期权开仓来看11月到期300put $AVGO 20251121 300.0 PUT$ 有卖出大单。预计本周波动区间是270~320，可以做此区间的双卖。 $英伟达(NVDA)$ 财报后2亿哥roll仓了，从172.5roll到11月到期180call $NVDA 20251121 180.0 CALL$ ，成交量10万手成交额1.11亿。算一下英伟达11月目标价190，很合理。 和AVGO一样英伟达也有11月到期sell put大单 $NVDA 20251121 170.0 PUT$ ，感觉不管9月10月怎么震荡市场都会在11月反弹的样子。 本周机构sell call 180 对冲buy call190。预计股价整体波动区间是165~180。sell put行权价可以选165以下或者等股价跌到165做sell put。 $特斯拉(TSLA)$ 特斯拉跟上周差不多，机构sell call价位比较多，总体来说不超过342.5~347.5，对冲360以上。sell put可以考虑315以下行权价。 $阿里巴巴(BABA)$ 就一个字，强。本周很难跌破130，阻力140。
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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<a data-mention-id=\"VIX\" class=\"teditor-mention\" data-mention-name=\"标普500波动率指数\" href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> </p><p>开幕雷击。</p><p>周五有人买入VIX看涨期权31call <a data-mention-id=\"VIX 20251022 31.0 CALL\" class=\"teditor-mention\" data-mention-name=\"VIX\" href=\"https://laohu8.com/OPT/VIX%2020251022%2031.0%20CALL\">$VIX 20251022 31.0 CALL$</a> ，成交量111.86万手，成交额1067.58万。成交量和成交额都足以引发足够重视。从到期日来看覆盖整个9月跟10月，也就是美股两个表现不太好的月份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f96e3e568fb60ae536728334ee695d5\" tg-width=\"2013\" tg-height=\"91\"></p><p>从SPY期权的开仓表现来看，本周在635有支撑，但下周就不好说了。AVGO财报后科技股缺乏预期支撑，市场在FOMC之前回调一波好像也很合理。不过这个猜测还有待验证，具体情况等周五再看。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd640993d228e70f5e83b1a19284aee6\" tg-width=\"973\" tg-height=\"900\"></p><p> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> </p><p>本周最重要得财报就是博通的财报了，不过预计表现跟英伟达财报差不多，业绩很透明所以股价不会有什么特别亮眼的表现。</p><p>市场普遍认为2026财年约60%的AI收入增长已被计入股价。</p><p>从期权开仓来看11月到期300put <a data-mention-id=\"AVGO 20251121 300.0 PUT\" class=\"teditor-mention\" data-mention-name=\"AVGO\" href=\"https://laohu8.com/OPT/AVGO%2020251121%20300.0%20PUT\">$AVGO 20251121 300.0 PUT$</a> 有卖出大单。预计本周波动区间是270~320，可以做此区间的双卖。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b9e64f43bba656efda039f9d03abd4\" tg-width=\"883\" tg-height=\"451\"></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>财报后2亿哥roll仓了，从172.5roll到11月到期180call <a data-mention-id=\"NVDA 20251121 180.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251121%20180.0%20CALL\">$NVDA 20251121 180.0 CALL$</a> ，成交量10万手成交额1.11亿。算一下英伟达11月目标价190，很合理。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f464f7e5ff57a9737c03228b98732a46\" tg-width=\"2008\" tg-height=\"129\"></p><p>和AVGO一样英伟达也有11月到期sell put大单 <a href=\"https://laohu8.com/OPT/NVDA 20251121 170.0 PUT\">$NVDA 20251121 170.0 PUT$ </a> ，感觉不管9月10月怎么震荡市场都会在11月反弹的样子。</p><p>本周机构sell call 180 对冲buy call190。预计股价整体波动区间是165~180。sell put行权价可以选165以下或者等股价跌到165做sell put。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3a93888c2ba3bdf9bf47395ee2ea389\" tg-width=\"912\" tg-height=\"898\"></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>特斯拉跟上周差不多，机构sell call价位比较多，总体来说不超过342.5~347.5，对冲360以上。sell put可以考虑315以下行权价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9838cf73ebcc11356be4d58e425600e1\" tg-width=\"894\" tg-height=\"907\"></p><p> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> </p><p>就一个字，强。本周很难跌破130，阻力140。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffb701a37b644b1558b73dacea8ebc54\" tg-width=\"918\" tg-height=\"900\"></p><p> </p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"VIX\" class=\"teditor-mention\" data-mention-name=\"标普500波动率指数\" href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> </p><p>开幕雷击。</p><p>周五有人买入VIX看涨期权31call <a data-mention-id=\"VIX 20251022 31.0 CALL\" class=\"teditor-mention\" data-mention-name=\"VIX\" href=\"https://laohu8.com/OPT/VIX%2020251022%2031.0%20CALL\">$VIX 20251022 31.0 CALL$</a> ，成交量111.86万手，成交额1067.58万。成交量和成交额都足以引发足够重视。从到期日来看覆盖整个9月跟10月，也就是美股两个表现不太好的月份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f96e3e568fb60ae536728334ee695d5\" tg-width=\"2013\" tg-height=\"91\"></p><p>从SPY期权的开仓表现来看，本周在635有支撑，但下周就不好说了。AVGO财报后科技股缺乏预期支撑，市场在FOMC之前回调一波好像也很合理。不过这个猜测还有待验证，具体情况等周五再看。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd640993d228e70f5e83b1a19284aee6\" tg-width=\"973\" tg-height=\"900\"></p><p> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> </p><p>本周最重要得财报就是博通的财报了，不过预计表现跟英伟达财报差不多，业绩很透明所以股价不会有什么特别亮眼的表现。</p><p>市场普遍认为2026财年约60%的AI收入增长已被计入股价。</p><p>从期权开仓来看11月到期300put <a data-mention-id=\"AVGO 20251121 300.0 PUT\" class=\"teditor-mention\" data-mention-name=\"AVGO\" href=\"https://laohu8.com/OPT/AVGO%2020251121%20300.0%20PUT\">$AVGO 20251121 300.0 PUT$</a> 有卖出大单。预计本周波动区间是270~320，可以做此区间的双卖。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b9e64f43bba656efda039f9d03abd4\" tg-width=\"883\" tg-height=\"451\"></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>财报后2亿哥roll仓了，从172.5roll到11月到期180call <a data-mention-id=\"NVDA 20251121 180.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251121%20180.0%20CALL\">$NVDA 20251121 180.0 CALL$</a> ，成交量10万手成交额1.11亿。算一下英伟达11月目标价190，很合理。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f464f7e5ff57a9737c03228b98732a46\" tg-width=\"2008\" tg-height=\"129\"></p><p>和AVGO一样英伟达也有11月到期sell put大单 <a href=\"https://laohu8.com/OPT/NVDA 20251121 170.0 PUT\">$NVDA 20251121 170.0 PUT$ </a> ，感觉不管9月10月怎么震荡市场都会在11月反弹的样子。</p><p>本周机构sell call 180 对冲buy call190。预计股价整体波动区间是165~180。sell put行权价可以选165以下或者等股价跌到165做sell put。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3a93888c2ba3bdf9bf47395ee2ea389\" tg-width=\"912\" tg-height=\"898\"></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>特斯拉跟上周差不多，机构sell call价位比较多，总体来说不超过342.5~347.5，对冲360以上。sell put可以考虑315以下行权价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9838cf73ebcc11356be4d58e425600e1\" tg-width=\"894\" tg-height=\"907\"></p><p> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> </p><p>就一个字，强。本周很难跌破130，阻力140。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffb701a37b644b1558b73dacea8ebc54\" tg-width=\"918\" tg-height=\"900\"></p><p> </p></body></html>","text":"$标普500波动率指数(VIX)$ 开幕雷击。 周五有人买入VIX看涨期权31call $VIX 20251022 31.0 CALL$ ，成交量111.86万手，成交额1067.58万。成交量和成交额都足以引发足够重视。从到期日来看覆盖整个9月跟10月，也就是美股两个表现不太好的月份。 从SPY期权的开仓表现来看，本周在635有支撑，但下周就不好说了。AVGO财报后科技股缺乏预期支撑，市场在FOMC之前回调一波好像也很合理。不过这个猜测还有待验证，具体情况等周五再看。 $博通(AVGO)$ 本周最重要得财报就是博通的财报了，不过预计表现跟英伟达财报差不多，业绩很透明所以股价不会有什么特别亮眼的表现。 市场普遍认为2026财年约60%的AI收入增长已被计入股价。 从期权开仓来看11月到期300put $AVGO 20251121 300.0 PUT$ 有卖出大单。预计本周波动区间是270~320，可以做此区间的双卖。 $英伟达(NVDA)$ 财报后2亿哥roll仓了，从172.5roll到11月到期180call $NVDA 20251121 180.0 CALL$ ，成交量10万手成交额1.11亿。算一下英伟达11月目标价190，很合理。 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