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@期权小班长：真正意义的远超预期，甲骨文财报整顿空头市场

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<a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"甲骨文\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> </p><p>真正意义上的远超市场预期的财报，从期权开仓就可以看出，哪怕是最乐观的预期也还是低估了涨幅。</p><p>不过暴涨后甲骨文应该会经历很久的横盘，类似英伟达2023年5月那次财报。</p><p>如果做sell put行权价选300以下都可以。sell call可以等明天。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fbb371aca2414ce0172d93001842905\" tg-width=\"1044\" tg-height=\"804\"></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>很显然周二酝酿回调160～165区间，但已经没有意义了。现在重回170～180区间，不确定是否会在三巫日前维持在这一区间内。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c12e5142d37ce57a657f9a3dc1cc34e\" tg-width=\"1040\" tg-height=\"1058\"></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>逼空比较严重，市场预计10月前应该很难高于120，结果今晚就破120了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3275d7f00664d5262418f128fcf257bf\" tg-width=\"1042\" tg-height=\"800\"></p><p> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> </p><p>值得注意的是AMD，周二晚开盘开仓了一张看涨大单，看涨AMD10月涨到170 <a data-mention-id=\"AMD 20251003 170.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020251003%20170.0%20CALL\">$AMD 20251003 170.0 CALL$</a> ，发文前尚未平仓，值得关注。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d8a6946963e5e8fef8abbce04525c2f\" tg-width=\"2482\" tg-height=\"104\"></p><p>除了170看涨以外，看跌开仓有点触底感觉，后面两周如果没有额外黑天鹅现在应该是触底了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cdc0ffefcc9bcad0fe5eafab983afc2\" tg-width=\"1040\" tg-height=\"736\"></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>特斯拉一如即往的强势，值得注意的是周二有sell put大单，卖出10月24日到期330和335put <a data-mention-id=\"TSLA 20251024 330.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251024%20330.0%20PUT\">$TSLA 20251024 330.0 PUT$</a>  <a data-mention-id=\"TSLA 20251024 335.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251024%20335.0%20PUT\">$TSLA 20251024 335.0 PUT$</a> ，分别开仓了5000手，成交额接近2000万。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/992db8c5d671dd5ea6383ae9a8286747\" tg-width=\"2482\" tg-height=\"158\"></p><p>本周sell call行权价可以考虑360以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2a11346b0ebee6177aafdd925a6c4d9\" tg-width=\"1038\" tg-height=\"832\"></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>看期权开仓本来今天是有回调640的预期，硬生生给拉上去了</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ea831325315d0055efc9d97e49d8dd\" tg-width=\"1040\" tg-height=\"928\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>9月回调估计够呛，人工智能基础设施建设再次拉动大盘上涨。</p><p>涉及到数据中心建设的股票都涨了，包括AI芯片和核电。</p><p>甲骨文财报搞了个大的，透露了第一个“五年计划”，比AVGO的两年预期还多了3年，分析师们直接疯了。</p><p>原本走一步看一步畏畏缩缩来回试探的市场，这次没有回调借口了，老老实实重新估值。</p><p>AI芯片板块的周二期权开仓数据基本上都没有参考意义了，机构们本来都磨拳擦掌准备回调，一下被甲骨文给打蒙圈了。</p><p> <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"甲骨文\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> </p><p>真正意义上的远超市场预期的财报，从期权开仓就可以看出，哪怕是最乐观的预期也还是低估了涨幅。</p><p>不过暴涨后甲骨文应该会经历很久的横盘，类似英伟达2023年5月那次财报。</p><p>如果做sell put行权价选300以下都可以。sell call可以等明天。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fbb371aca2414ce0172d93001842905\" tg-width=\"1044\" tg-height=\"804\"></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>很显然周二酝酿回调160～165区间，但已经没有意义了。现在重回170～180区间，不确定是否会在三巫日前维持在这一区间内。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c12e5142d37ce57a657f9a3dc1cc34e\" tg-width=\"1040\" tg-height=\"1058\"></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>逼空比较严重，市场预计10月前应该很难高于120，结果今晚就破120了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3275d7f00664d5262418f128fcf257bf\" tg-width=\"1042\" tg-height=\"800\"></p><p> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> </p><p>值得注意的是AMD，周二晚开盘开仓了一张看涨大单，看涨AMD10月涨到170 <a data-mention-id=\"AMD 20251003 170.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020251003%20170.0%20CALL\">$AMD 20251003 170.0 CALL$</a> ，发文前尚未平仓，值得关注。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d8a6946963e5e8fef8abbce04525c2f\" tg-width=\"2482\" tg-height=\"104\"></p><p>除了170看涨以外，看跌开仓有点触底感觉，后面两周如果没有额外黑天鹅现在应该是触底了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cdc0ffefcc9bcad0fe5eafab983afc2\" tg-width=\"1040\" tg-height=\"736\"></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>特斯拉一如即往的强势，值得注意的是周二有sell put大单，卖出10月24日到期330和335put <a data-mention-id=\"TSLA 20251024 330.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251024%20330.0%20PUT\">$TSLA 20251024 330.0 PUT$</a>  <a data-mention-id=\"TSLA 20251024 335.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251024%20335.0%20PUT\">$TSLA 20251024 335.0 PUT$</a> ，分别开仓了5000手，成交额接近2000万。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/992db8c5d671dd5ea6383ae9a8286747\" tg-width=\"2482\" tg-height=\"158\"></p><p>本周sell call行权价可以考虑360以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2a11346b0ebee6177aafdd925a6c4d9\" tg-width=\"1038\" tg-height=\"832\"></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>看期权开仓本来今天是有回调640的预期，硬生生给拉上去了</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ea831325315d0055efc9d97e49d8dd\" tg-width=\"1040\" tg-height=\"928\"></p><p></p></body></html>","text":"9月回调估计够呛，人工智能基础设施建设再次拉动大盘上涨。 涉及到数据中心建设的股票都涨了，包括AI芯片和核电。 甲骨文财报搞了个大的，透露了第一个“五年计划”，比AVGO的两年预期还多了3年，分析师们直接疯了。 原本走一步看一步畏畏缩缩来回试探的市场，这次没有回调借口了，老老实实重新估值。 AI芯片板块的周二期权开仓数据基本上都没有参考意义了，机构们本来都磨拳擦掌准备回调，一下被甲骨文给打蒙圈了。 $甲骨文(ORCL)$ 真正意义上的远超市场预期的财报，从期权开仓就可以看出，哪怕是最乐观的预期也还是低估了涨幅。 不过暴涨后甲骨文应该会经历很久的横盘，类似英伟达2023年5月那次财报。 如果做sell put行权价选300以下都可以。sell call可以等明天。 $英伟达(NVDA)$ 很显然周二酝酿回调160～165区间，但已经没有意义了。现在重回170～180区间，不确定是否会在三巫日前维持在这一区间内。 $CoreWeave, Inc.(CRWV)$ 逼空比较严重，市场预计10月前应该很难高于120，结果今晚就破120了。 $美国超微公司(AMD)$ 值得注意的是AMD，周二晚开盘开仓了一张看涨大单，看涨AMD10月涨到170 $AMD 20251003 170.0 CALL$ ，发文前尚未平仓，值得关注。 除了170看涨以外，看跌开仓有点触底感觉，后面两周如果没有额外黑天鹅现在应该是触底了。 $特斯拉(TSLA)$ 特斯拉一如即往的强势，值得注意的是周二有sell put大单，卖出10月24日到期330和335put $TSLA 20251024 330.0 PUT$ $TSLA 20251024 335.0 PUT$ ，分别开仓了5000手，成交额接近2000万。 本周sell call行权价可以考虑360以上。 $标普500ETF(SPY)$ 看期权开仓本来今天是有回调640的预期，硬生生给拉上去了","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/477231588384968","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","CRWV","TSLA","AMD","SPY","ORCL","AMD 20251003 170.0 CALL","TSLA 20251024 335.0 PUT","TSLA 20251024 330.0 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