黄山松Gordon
10-19
这篇文章不错，转发给大家看看
@期权小班长：
这几天观察市场的感觉是在写什么智斗小说一样。 目前情况是这样，在第一轮较量后，美方知道这轮要跌所以不继续发表四月那种脑残加码施压内容而专注于撇清自己，然后华尔街日报直接发文声明我方想让美股崩盘，我方目前也知道美方想让我们背股市下跌的黑锅所以发言也非常克制有一说一，美方不加码我们也不加码。 所以表面上基本所有人都知道股市要崩盘了甚至还登报推广。 然后股市这边因为空头有崩盘预期所以持有大量做空仓位，但没想到第一轮较量后双方直接克制表达，然后AI基本面跟上继续拉动股市上涨，直接逼空。 见招拆招实在是太快了，感觉本周很难有新低级别的下跌。 但和平的局面也是有时效的，因为会面的时间是定好的，所以目前还需要耐心等待，但像这种来回斗法导致逼空近期应该是少不了。 所以spy的开仓就是这么一种状态：短期空头停止下注，开仓回归正常震荡状态。预计震荡区间是650-670，640不在本周考虑范围内了。 $英伟达(NVDA)$ 英伟达避险情绪很高，机构提前roll仓下周看涨价差，跟这周差不多还是185以下，对冲192.5 $NVDA 20251024 185.0 CALL$ $NVDA 20251024 192.5 CALL$ 看跌期权开仓托底165，有回调前低预期 $NVDA 20251114 165.0 PUT$ $NVDA 20251121 160.0 PUT$ $美国超微公司(AMD)$ 预计本周以230 $AMD 20251017 230.0 PUT$ ~250 $AMD 20251017 250.0 CALL$ 区间高位震荡结束，可以考虑做两头卖方。 $特斯拉(TSLA)$ 震荡区间跟之前一样，400~470区间外做卖方。 亮点是有大单开仓12月底520call $TSLA 20251219 520.0 CALL$ ，方向不明。我觉得有可能是看涨。 $英特尔(INTC)$ 看涨期权大单回归，2026年3月到期48call $INTC 20260320 48.0 CALL$ 开仓4.3万手，成交额约1200多万。 短期sell put大单开仓11月末27put $INTC 20251128 27.0 PUT$ ，开仓5000手。算是极度安全的价位了。
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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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e057e827534f9a523bae75f4c27bf009\" tg-width=\"901\" tg-height=\"898\"></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>英伟达避险情绪很高，机构提前roll仓下周看涨价差，跟这周差不多还是185以下，对冲192.5 <a data-mention-id=\"NVDA 20251024 185.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251024%20185.0%20CALL\">$NVDA 20251024 185.0 CALL$</a> <a data-mention-id=\"NVDA 20251024 192.5 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251024%20192.5%20CALL\">$NVDA 20251024 192.5 CALL$</a> </p><p>看跌期权开仓托底165，有回调前低预期 <a data-mention-id=\"NVDA 20251114 165.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251114%20165.0%20PUT\">$NVDA 20251114 165.0 PUT$</a> <a data-mention-id=\"NVDA 20251121 160.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251121%20160.0%20PUT\">$NVDA 20251121 160.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d7760f46d0f82ef3098eb3f97e4537\" tg-width=\"934\" tg-height=\"900\"></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>预计本周以230 <a data-mention-id=\"AMD 20251017 230.0 PUT\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020251017%20230.0%20PUT\">$AMD 20251017 230.0 PUT$</a> ~250 <a data-mention-id=\"AMD 20251017 250.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020251017%20250.0%20CALL\">$AMD 20251017 250.0 CALL$</a> 区间高位震荡结束，可以考虑做两头卖方。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d530a320f5420031bd58f73fd984f39\" tg-width=\"888\" tg-height=\"900\"></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>震荡区间跟之前一样，400~470区间外做卖方。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b23a8fcb0caead14567092c12707923\" tg-width=\"891\" tg-height=\"864\"></p><p>亮点是有大单开仓12月底520call <a data-mention-id=\"TSLA 20251219 520.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251219%20520.0%20CALL\">$TSLA 20251219 520.0 CALL$</a> ，方向不明。我觉得有可能是看涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d415c0884d5f9770594e6741981ddbd2\" tg-width=\"2075\" tg-height=\"401\"></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>看涨期权大单回归，2026年3月到期48call <a data-mention-id=\"INTC 20260320 48.0 CALL\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020260320%2048.0%20CALL\">$INTC 20260320 48.0 CALL$</a> 开仓4.3万手，成交额约1200多万。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e253c93d798ca159df5c38e44573cbab\" tg-width=\"2063\" tg-height=\"84\"></p><p>短期sell put大单开仓11月末27put <a data-mention-id=\"INTC 20251128 27.0 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020251128%2027.0%20PUT\">$INTC 20251128 27.0 PUT$</a> ，开仓5000手。算是极度安全的价位了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a01cc7cdb3c7b51e4c709090617ca113\" tg-width=\"952\" tg-height=\"790\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>这几天观察市场的感觉是在写什么智斗小说一样。</p><p>目前情况是这样，在第一轮较量后，美方知道这轮要跌所以不继续发表四月那种脑残加码施压内容而专注于撇清自己，然后华尔街日报直接发文声明我方想让美股崩盘，我方目前也知道美方想让我们背股市下跌的黑锅所以发言也非常克制有一说一，美方不加码我们也不加码。</p><p>所以表面上基本所有人都知道股市要崩盘了甚至还登报推广。</p><p>然后股市这边因为空头有崩盘预期所以持有大量做空仓位，但没想到第一轮较量后双方直接克制表达，然后AI基本面跟上继续拉动股市上涨，直接逼空。</p><p>见招拆招实在是太快了，感觉本周很难有新低级别的下跌。</p><p>但和平的局面也是有时效的，因为会面的时间是定好的，所以目前还需要耐心等待，但像这种来回斗法导致逼空近期应该是少不了。</p><p>所以spy的开仓就是这么一种状态：短期空头停止下注，开仓回归正常震荡状态。预计震荡区间是650-670，640不在本周考虑范围内了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e057e827534f9a523bae75f4c27bf009\" tg-width=\"901\" tg-height=\"898\"></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>英伟达避险情绪很高，机构提前roll仓下周看涨价差，跟这周差不多还是185以下，对冲192.5 <a data-mention-id=\"NVDA 20251024 185.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251024%20185.0%20CALL\">$NVDA 20251024 185.0 CALL$</a> <a data-mention-id=\"NVDA 20251024 192.5 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251024%20192.5%20CALL\">$NVDA 20251024 192.5 CALL$</a> </p><p>看跌期权开仓托底165，有回调前低预期 <a data-mention-id=\"NVDA 20251114 165.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251114%20165.0%20PUT\">$NVDA 20251114 165.0 PUT$</a> <a data-mention-id=\"NVDA 20251121 160.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251121%20160.0%20PUT\">$NVDA 20251121 160.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d7760f46d0f82ef3098eb3f97e4537\" tg-width=\"934\" tg-height=\"900\"></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>预计本周以230 <a data-mention-id=\"AMD 20251017 230.0 PUT\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020251017%20230.0%20PUT\">$AMD 20251017 230.0 PUT$</a> ~250 <a data-mention-id=\"AMD 20251017 250.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020251017%20250.0%20CALL\">$AMD 20251017 250.0 CALL$</a> 区间高位震荡结束，可以考虑做两头卖方。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d530a320f5420031bd58f73fd984f39\" tg-width=\"888\" tg-height=\"900\"></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>震荡区间跟之前一样，400~470区间外做卖方。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b23a8fcb0caead14567092c12707923\" tg-width=\"891\" tg-height=\"864\"></p><p>亮点是有大单开仓12月底520call <a data-mention-id=\"TSLA 20251219 520.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251219%20520.0%20CALL\">$TSLA 20251219 520.0 CALL$</a> ，方向不明。我觉得有可能是看涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d415c0884d5f9770594e6741981ddbd2\" tg-width=\"2075\" tg-height=\"401\"></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>看涨期权大单回归，2026年3月到期48call <a data-mention-id=\"INTC 20260320 48.0 CALL\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020260320%2048.0%20CALL\">$INTC 20260320 48.0 CALL$</a> 开仓4.3万手，成交额约1200多万。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e253c93d798ca159df5c38e44573cbab\" tg-width=\"2063\" tg-height=\"84\"></p><p>短期sell put大单开仓11月末27put <a data-mention-id=\"INTC 20251128 27.0 PUT\" class=\"teditor-mention\" data-mention-name=\"INTC\" href=\"https://laohu8.com/OPT/INTC%2020251128%2027.0%20PUT\">$INTC 20251128 27.0 PUT$</a> ，开仓5000手。算是极度安全的价位了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a01cc7cdb3c7b51e4c709090617ca113\" tg-width=\"952\" tg-height=\"790\"></p><p></p></body></html>","text":"这几天观察市场的感觉是在写什么智斗小说一样。 目前情况是这样，在第一轮较量后，美方知道这轮要跌所以不继续发表四月那种脑残加码施压内容而专注于撇清自己，然后华尔街日报直接发文声明我方想让美股崩盘，我方目前也知道美方想让我们背股市下跌的黑锅所以发言也非常克制有一说一，美方不加码我们也不加码。 所以表面上基本所有人都知道股市要崩盘了甚至还登报推广。 然后股市这边因为空头有崩盘预期所以持有大量做空仓位，但没想到第一轮较量后双方直接克制表达，然后AI基本面跟上继续拉动股市上涨，直接逼空。 见招拆招实在是太快了，感觉本周很难有新低级别的下跌。 但和平的局面也是有时效的，因为会面的时间是定好的，所以目前还需要耐心等待，但像这种来回斗法导致逼空近期应该是少不了。 所以spy的开仓就是这么一种状态：短期空头停止下注，开仓回归正常震荡状态。预计震荡区间是650-670，640不在本周考虑范围内了。 $英伟达(NVDA)$ 英伟达避险情绪很高，机构提前roll仓下周看涨价差，跟这周差不多还是185以下，对冲192.5 $NVDA 20251024 185.0 CALL$ $NVDA 20251024 192.5 CALL$ 看跌期权开仓托底165，有回调前低预期 $NVDA 20251114 165.0 PUT$ $NVDA 20251121 160.0 PUT$ $美国超微公司(AMD)$ 预计本周以230 $AMD 20251017 230.0 PUT$ ~250 $AMD 20251017 250.0 CALL$ 区间高位震荡结束，可以考虑做两头卖方。 $特斯拉(TSLA)$ 震荡区间跟之前一样，400~470区间外做卖方。 亮点是有大单开仓12月底520call $TSLA 20251219 520.0 CALL$ ，方向不明。我觉得有可能是看涨。 $英特尔(INTC)$ 看涨期权大单回归，2026年3月到期48call $INTC 20260320 48.0 CALL$ 开仓4.3万手，成交额约1200多万。 短期sell put大单开仓11月末27put $INTC 20251128 27.0 PUT$ ，开仓5000手。算是极度安全的价位了。","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/489958747910408","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","INTC","TSLA","AMD","NVDA 20251121 160.0 PUT","TSLA 20251219 520.0 CALL","NVDA 20251114 165.0 PUT","INTC 20251128 27.0 PUT","INTC 20260320 48.0 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