傅图图
10-11
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@期权小班长：
千万大单押注美股巨震，黑天鹅会在年底前到来吗？
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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>查看大单异动发现一张很恐怖的vix看涨大单，开仓16万手买入11月19日到期32call <a data-mention-id=\"VIX 20251119 32.0 CALL\" class=\"teditor-mention\" data-mention-name=\"VIX\" href=\"https://laohu8.com/OPT/VIX%2020251119%2032.0%20CALL\">$VIX 20251119 32.0 CALL$</a> ，成交额约有1300多万。</p><p>说实话对于这张空头大单我比较费解且没有头绪，因为AI市场增长如火如荼，很难想象什么样的意外能给此时的美股致命一击。</p><p>想半天最有可能性的是特朗普又想低价抄底AI概念股了，人为搞恐慌的概率不为0。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/000e15b8a2df66bf0494f9eabb400829\" tg-width=\"2478\" tg-height=\"622\"></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>现在不太适合做sell call了，因为马上要向210进发了。</p><p>怎么感觉市场有点后知后觉，这个时间点感觉是分析师发完研报市场才反应过来一样。</p><p>头部有两张近期价外看涨大单，预计10月目标200: <a data-mention-id=\"NVDA 20251017 210.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251017%20210.0%20CALL\">$NVDA 20251017 210.0 CALL$</a> <a title=\"$NVDA 20251010 200.0 CALL$ \" href=\"https://laohu8.com/OPT/NVDA 20251010 200.0 CALL\">$NVDA 20251010 200.0 CALL$ </a></p><p>看跌期权还有10月24日到期sell put大单 <a data-mention-id=\"NVDA 20251024 180.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251024%20180.0%20PUT\">$NVDA 20251024 180.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/261286a07d3a79349c975a6e48cb75a1\" tg-width=\"1042\" tg-height=\"1060\"></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>与META达成算力供应协议，股价暴涨。盘中走势很不稳定，深度洗盘中。</p><p>周一有一张价内看涨大单开仓105call <a data-mention-id=\"CRWV 20251219 105.0 CALL\" class=\"teditor-mention\" data-mention-name=\"CRWV\" href=\"https://laohu8.com/OPT/CRWV%2020251219%20105.0%20CALL\">$CRWV 20251219 105.0 CALL$</a> ，成交量4500，成交额1426万。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9d29b1696c85ccdbd1643187f4022c7\" tg-width=\"2486\" tg-height=\"106\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e941614165114ffea14bb171a4ed025\" tg-width=\"1036\" tg-height=\"830\"></p><p><a data-mention-id=\"PYPL\" class=\"teditor-mention\" data-mention-name=\"PayPal\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a></p><p>成交量整体出现异动，日均成交翻了5.9倍。发现几张看涨大单开仓： <a data-mention-id=\"PYPL 20260116 80.0 CALL\" class=\"teditor-mention\" data-mention-name=\"PYPL\" href=\"https://laohu8.com/OPT/PYPL%2020260116%2080.0%20CALL\">$PYPL 20260116 80.0 CALL$</a> <a data-mention-id=\"PYPL 20260320 90.0 CALL\" class=\"teditor-mention\" data-mention-name=\"PYPL\" href=\"https://laohu8.com/OPT/PYPL%2020260320%2090.0%20CALL\">$PYPL 20260320 90.0 CALL$</a> <a data-mention-id=\"PYPL 20251031 75.0 CALL\" class=\"teditor-mention\" data-mention-name=\"PYPL\" href=\"https://laohu8.com/OPT/PYPL%2020251031%2075.0%20CALL\">$PYPL 20251031 75.0 CALL$</a></p><p>查了一下新闻发现跟谷歌有AI方面的合作，签订了支付协议，估计后续可能还有什么利好公布，可以先观察一下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19e73ffebf01d5316370fcb874fb483d\" tg-width=\"1042\" tg-height=\"958\"></p><p> <a data-mention-id=\"ETSY\" class=\"teditor-mention\" data-mention-name=\"Etsy, Inc.\" href=\"https://laohu8.com/S/ETSY\">$Etsy, Inc.(ETSY)$</a> </p><p>因为和OpenAI合作，股价暴涨16%，但有一个问题，什么时候能转化成营收呢？没有客观数据表明合作带来了大量转化，所以股价又跌回去了。</p><p>目前也没有远期看涨期权参与，需要后续观察。</p><p>但现在价格比较适合做sell put，行权价可以考虑64 <a data-mention-id=\"ETSY 20251003 64.0 PUT\" class=\"teditor-mention\" data-mention-name=\"ETSY\" href=\"https://laohu8.com/OPT/ETSY%2020251003%2064.0%20PUT\">$ETSY 20251003 64.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47cb1dd4fb2ba9ab5df5b07d0e65ba62\" tg-width=\"1040\" tg-height=\"870\"></p><p> <a data-mention-id=\"SHOP\" class=\"teditor-mention\" data-mention-name=\"Shopify Inc\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> </p><p>跟etsy同一个问题。回归140～150震荡区间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d29649a0a87b90a31798649f52de33f\" tg-width=\"1044\" tg-height=\"670\"></p><p> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"英特尔\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> </p><p>期权开仓倾向于近期应该没有合作发生，股价在30～40之间波动。甚至有机构开仓赌回调24.5 <a data-mention-id=\"INTC 20251024 24.5 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020251024%2024.5%20PUT\">$INTC 20251024 24.5 PUT$</a> ，不过成交额过于便宜相当于买彩票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d07ee6aea2677731bd202f5f58f335e8\" tg-width=\"1042\" tg-height=\"1060\"></p><p> <a data-mention-id=\"HOOD\" class=\"teditor-mention\" data-mention-name=\"Robinhood\" href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> </p><p>很强，长期看涨。</p><p>HOOD也经常喜欢突破卖方预设区间洗盘，周一卖方预期波动区间是137～126 <a data-mention-id=\"HOOD 20251003 137.0 CALL\" class=\"teditor-mention\" data-mention-name=\"HOOD\" href=\"https://laohu8.com/OPT/HOOD%2020251003%20137.0%20CALL\">$HOOD 20251003 137.0 CALL$</a> <a data-mention-id=\"HOOD 20251003 126.0 PUT\" class=\"teditor-mention\" data-mention-name=\"HOOD\" href=\"https://laohu8.com/OPT/HOOD%2020251003%20126.0%20PUT\">$HOOD 20251003 126.0 PUT$</a> 。</p><p>然后就没有然后了。目前来看周二盘中高位143应该是当周阻力位。</p><p>从看涨开仓来看股价稳定向150进发，所以回调很适合sell put，行权价可以考虑130 <a data-mention-id=\"HOOD 20251003 130.0 PUT\" class=\"teditor-mention\" data-mention-name=\"HOOD\" href=\"https://laohu8.com/OPT/HOOD%2020251003%20130.0%20PUT\">$HOOD 20251003 130.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e546c445087dd0e7e720455ce0a619ff\" tg-width=\"1036\" tg-height=\"994\"></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>查看大单异动发现一张很恐怖的vix看涨大单，开仓16万手买入11月19日到期32call <a data-mention-id=\"VIX 20251119 32.0 CALL\" class=\"teditor-mention\" data-mention-name=\"VIX\" href=\"https://laohu8.com/OPT/VIX%2020251119%2032.0%20CALL\">$VIX 20251119 32.0 CALL$</a> ，成交额约有1300多万。</p><p>说实话对于这张空头大单我比较费解且没有头绪，因为AI市场增长如火如荼，很难想象什么样的意外能给此时的美股致命一击。</p><p>想半天最有可能性的是特朗普又想低价抄底AI概念股了，人为搞恐慌的概率不为0。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/000e15b8a2df66bf0494f9eabb400829\" tg-width=\"2478\" tg-height=\"622\"></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>现在不太适合做sell call了，因为马上要向210进发了。</p><p>怎么感觉市场有点后知后觉，这个时间点感觉是分析师发完研报市场才反应过来一样。</p><p>头部有两张近期价外看涨大单，预计10月目标200: <a data-mention-id=\"NVDA 20251017 210.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251017%20210.0%20CALL\">$NVDA 20251017 210.0 CALL$</a> <a title=\"$NVDA 20251010 200.0 CALL$ \" href=\"https://laohu8.com/OPT/NVDA 20251010 200.0 CALL\">$NVDA 20251010 200.0 CALL$ </a></p><p>看跌期权还有10月24日到期sell put大单 <a data-mention-id=\"NVDA 20251024 180.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251024%20180.0%20PUT\">$NVDA 20251024 180.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/261286a07d3a79349c975a6e48cb75a1\" tg-width=\"1042\" tg-height=\"1060\"></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>与META达成算力供应协议，股价暴涨。盘中走势很不稳定，深度洗盘中。</p><p>周一有一张价内看涨大单开仓105call <a data-mention-id=\"CRWV 20251219 105.0 CALL\" class=\"teditor-mention\" data-mention-name=\"CRWV\" href=\"https://laohu8.com/OPT/CRWV%2020251219%20105.0%20CALL\">$CRWV 20251219 105.0 CALL$</a> ，成交量4500，成交额1426万。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9d29b1696c85ccdbd1643187f4022c7\" tg-width=\"2486\" tg-height=\"106\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e941614165114ffea14bb171a4ed025\" tg-width=\"1036\" tg-height=\"830\"></p><p><a data-mention-id=\"PYPL\" class=\"teditor-mention\" data-mention-name=\"PayPal\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a></p><p>成交量整体出现异动，日均成交翻了5.9倍。发现几张看涨大单开仓： <a data-mention-id=\"PYPL 20260116 80.0 CALL\" class=\"teditor-mention\" data-mention-name=\"PYPL\" href=\"https://laohu8.com/OPT/PYPL%2020260116%2080.0%20CALL\">$PYPL 20260116 80.0 CALL$</a> <a data-mention-id=\"PYPL 20260320 90.0 CALL\" class=\"teditor-mention\" data-mention-name=\"PYPL\" href=\"https://laohu8.com/OPT/PYPL%2020260320%2090.0%20CALL\">$PYPL 20260320 90.0 CALL$</a> <a data-mention-id=\"PYPL 20251031 75.0 CALL\" class=\"teditor-mention\" data-mention-name=\"PYPL\" href=\"https://laohu8.com/OPT/PYPL%2020251031%2075.0%20CALL\">$PYPL 20251031 75.0 CALL$</a></p><p>查了一下新闻发现跟谷歌有AI方面的合作，签订了支付协议，估计后续可能还有什么利好公布，可以先观察一下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19e73ffebf01d5316370fcb874fb483d\" tg-width=\"1042\" tg-height=\"958\"></p><p> <a data-mention-id=\"ETSY\" class=\"teditor-mention\" data-mention-name=\"Etsy, Inc.\" href=\"https://laohu8.com/S/ETSY\">$Etsy, Inc.(ETSY)$</a> </p><p>因为和OpenAI合作，股价暴涨16%，但有一个问题，什么时候能转化成营收呢？没有客观数据表明合作带来了大量转化，所以股价又跌回去了。</p><p>目前也没有远期看涨期权参与，需要后续观察。</p><p>但现在价格比较适合做sell put，行权价可以考虑64 <a data-mention-id=\"ETSY 20251003 64.0 PUT\" class=\"teditor-mention\" data-mention-name=\"ETSY\" href=\"https://laohu8.com/OPT/ETSY%2020251003%2064.0%20PUT\">$ETSY 20251003 64.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47cb1dd4fb2ba9ab5df5b07d0e65ba62\" tg-width=\"1040\" tg-height=\"870\"></p><p> <a data-mention-id=\"SHOP\" class=\"teditor-mention\" data-mention-name=\"Shopify Inc\" href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> </p><p>跟etsy同一个问题。回归140～150震荡区间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d29649a0a87b90a31798649f52de33f\" tg-width=\"1044\" tg-height=\"670\"></p><p> <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"英特尔\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> </p><p>期权开仓倾向于近期应该没有合作发生，股价在30～40之间波动。甚至有机构开仓赌回调24.5 <a data-mention-id=\"INTC 20251024 24.5 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020251024%2024.5%20PUT\">$INTC 20251024 24.5 PUT$</a> ，不过成交额过于便宜相当于买彩票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d07ee6aea2677731bd202f5f58f335e8\" tg-width=\"1042\" tg-height=\"1060\"></p><p> <a data-mention-id=\"HOOD\" class=\"teditor-mention\" data-mention-name=\"Robinhood\" href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$</a> </p><p>很强，长期看涨。</p><p>HOOD也经常喜欢突破卖方预设区间洗盘，周一卖方预期波动区间是137～126 <a data-mention-id=\"HOOD 20251003 137.0 CALL\" class=\"teditor-mention\" data-mention-name=\"HOOD\" href=\"https://laohu8.com/OPT/HOOD%2020251003%20137.0%20CALL\">$HOOD 20251003 137.0 CALL$</a> <a data-mention-id=\"HOOD 20251003 126.0 PUT\" class=\"teditor-mention\" data-mention-name=\"HOOD\" href=\"https://laohu8.com/OPT/HOOD%2020251003%20126.0%20PUT\">$HOOD 20251003 126.0 PUT$</a> 。</p><p>然后就没有然后了。目前来看周二盘中高位143应该是当周阻力位。</p><p>从看涨开仓来看股价稳定向150进发，所以回调很适合sell put，行权价可以考虑130 <a data-mention-id=\"HOOD 20251003 130.0 PUT\" class=\"teditor-mention\" data-mention-name=\"HOOD\" href=\"https://laohu8.com/OPT/HOOD%2020251003%20130.0%20PUT\">$HOOD 20251003 130.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e546c445087dd0e7e720455ce0a619ff\" tg-width=\"1036\" tg-height=\"994\"></p></body></html>","text":"$标普500波动率指数(VIX)$ 查看大单异动发现一张很恐怖的vix看涨大单，开仓16万手买入11月19日到期32call $VIX 20251119 32.0 CALL$ ，成交额约有1300多万。 说实话对于这张空头大单我比较费解且没有头绪，因为AI市场增长如火如荼，很难想象什么样的意外能给此时的美股致命一击。 想半天最有可能性的是特朗普又想低价抄底AI概念股了，人为搞恐慌的概率不为0。 $英伟达(NVDA)$ 现在不太适合做sell call了，因为马上要向210进发了。 怎么感觉市场有点后知后觉，这个时间点感觉是分析师发完研报市场才反应过来一样。 头部有两张近期价外看涨大单，预计10月目标200: $NVDA 20251017 210.0 CALL$ $NVDA 20251010 200.0 CALL$ 看跌期权还有10月24日到期sell put大单 $NVDA 20251024 180.0 PUT$ $CoreWeave, Inc.(CRWV)$ 与META达成算力供应协议，股价暴涨。盘中走势很不稳定，深度洗盘中。 周一有一张价内看涨大单开仓105call $CRWV 20251219 105.0 CALL$ ，成交量4500，成交额1426万。 $PayPal(PYPL)$ 成交量整体出现异动，日均成交翻了5.9倍。发现几张看涨大单开仓： $PYPL 20260116 80.0 CALL$ $PYPL 20260320 90.0 CALL$ $PYPL 20251031 75.0 CALL$ 查了一下新闻发现跟谷歌有AI方面的合作，签订了支付协议，估计后续可能还有什么利好公布，可以先观察一下。 $Etsy, Inc.(ETSY)$ 因为和OpenAI合作，股价暴涨16%，但有一个问题，什么时候能转化成营收呢？没有客观数据表明合作带来了大量转化，所以股价又跌回去了。 目前也没有远期看涨期权参与，需要后续观察。 但现在价格比较适合做sell put，行权价可以考虑64 $ETSY 20251003 64.0 PUT$ $Shopify Inc(SHOP)$ 跟etsy同一个问题。回归140～150震荡区间。 $英特尔(INTC)$ 期权开仓倾向于近期应该没有合作发生，股价在30～40之间波动。甚至有机构开仓赌回调24.5 $INTC 20251024 24.5 PUT$ ，不过成交额过于便宜相当于买彩票。 $Robinhood(HOOD)$ 很强，长期看涨。 HOOD也经常喜欢突破卖方预设区间洗盘，周一卖方预期波动区间是137～126 $HOOD 20251003 137.0 CALL$ $HOOD 20251003 126.0 PUT$ 。 然后就没有然后了。目前来看周二盘中高位143应该是当周阻力位。 从看涨开仓来看股价稳定向150进发，所以回调很适合sell put，行权价可以考虑130 $HOOD 20251003 130.0 PUT$","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/484278687167200","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","PYPL","CRWV","VIX","PYPL 20260320 90.0 CALL","VIX 20251119 32.0 CALL","PYPL 20260116 80.0 CALL","CRWV 20251219 105.0 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