悟空的花果山
11-12
amd 牛一段熊一段🐂🐻，传统技能了
@期权小班长：
大盘看跌大单押注年底前继续巨震
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牛一段熊一段🐂🐻，传统技能了","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/499324146332376","repostId":499186483335560,"repostType":1,"repost":{"magic":2,"id":499186483335560,"tweetId":"499186483335560","gmtCreate":1762879791385,"gmtModify":1762879830114,"author":{"id":3527667590215376,"idStr":"3527667590215376","authorId":3527667590215376,"authorIdStr":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","vip":2,"userType":2,"introduction":"最简单的期权策略实践者","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","templateUuid":"99ab5418acee46419c22b9c7ac12257b","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.02","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.19","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":36115,"starInvestorFlag":false},"themes":[{"themeId":"bc6e8e4b405b43429905237d8c15ff4c","categoryId":"20b8d1944bae4805b371322c2ab986d4","name":"期权Q&A：期权知识，你问我答","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":bc6e8e4b405b43429905237d8c15ff4c}&rnconfig={\"headerBarHidden\": 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data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p><p>又回到宏观压力阶段，不出意外美国政府开门后要面对一堆稀烂的就业和通胀数据。</p><p>理论上当前阶段英伟达应该是最好把握的股票，可以头顶上悬着一把做空的达摩克利斯之剑。</p><p>michael burry他打算在11月25日公布更多AI相关公司被高估的细节，时间放在英伟达财报后，打算再次配合萎靡的宏观给市场来上一击。</p><p>但目前英伟达的系统性做空意愿不是很强烈。看跌开仓排行第一的是腰斩做空大单 <a data-mention-id=\"NVDA 20251205 125.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251205%20125.0%20PUT\">$NVDA 20251205 125.0 PUT$</a> ，不过成交额也不过15万偏向投机。</p><p>整体预期最低不超过180，因为有财报预期股价很难跌，空头也不花冤枉钱，所以sell put行权价可以选180 <a data-mention-id=\"NVDA 20251114 180.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251114%20180.0%20PUT\">$NVDA 20251114 180.0 PUT$</a> </p><p>看涨期权在如此氛围下也很难突破前高，可以等股价反弹选择sell call行权价选220以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc3c2a03bbd44c0fe9a5f0cb000ac827\" tg-width=\"1042\" tg-height=\"1026\"></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>因为特斯拉今年涨的相当克制，所以跌起来也没它啥事。保守sell put可以选400或者410，本周很难跌破 <a data-mention-id=\"TSLA 20251114 410.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251114%20410.0%20PUT\">$TSLA 20251114 410.0 PUT$</a> </p><p>反弹考虑sell call 470 <a data-mention-id=\"TSLA 20251114 470.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251114%20470.0%20CALL\">$TSLA 20251114 470.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdcaf8a98ef7aa64b12604a3a7440d8b\" tg-width=\"1042\" tg-height=\"1060\"></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>三张看跌大单：</p><ul style=\"\"><li><p> <a data-mention-id=\"SPY 20251114 659.0 PUT\" class=\"teditor-mention\" data-mention-name=\"SPY\" href=\"https://laohu8.com/OPT/SPY%2020251114%20659.0%20PUT\">$SPY 20251114 659.0 PUT$</a> ，成交额约70多万美元</p></li><li><p> <a data-mention-id=\"SPY 20251219 645.0 PUT\" class=\"teditor-mention\" data-mention-name=\"SPY\" href=\"https://laohu8.com/OPT/SPY%2020251219%20645.0%20PUT\">$SPY 20251219 645.0 PUT$</a> ，成交额约750万美元</p></li><li><p> <a data-mention-id=\"SPY 20251219 647.0 PUT\" class=\"teditor-mention\" data-mention-name=\"SPY\" href=\"https://laohu8.com/OPT/SPY%2020251219%20647.0%20PUT\">$SPY 20251219 647.0 PUT$</a> ，成交额约800多万美元</p></li></ul><p>足以说明从现在到年底振幅有多夸张。另外根据看跌大单本周有概率再次回调660～670。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f37a510952a84f01f331c71f0f99fc7\" tg-width=\"1038\" tg-height=\"1086\"></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>机构long call roll 仓，11月到期260call关仓 <a data-mention-id=\"AMD 20251121 260.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020251121%20260.0%20CALL\">$AMD 20251121 260.0 CALL$</a> ，roll到明年1月到期250call<a data-mention-id=\"AMD 20260116 250.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020260116%20250.0%20CALL\">$AMD 20260116 250.0 CALL$</a> ，下调了行权价，预计年底行情可能一般。</p><p>本周继续220～250之间震荡，可以考虑250以上的sell call <a data-mention-id=\"AMD 20251114 252.5 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020251114%20252.5%20CALL\">$AMD 20251114 252.5 CALL$</a> ；sell put可以选220，需要加一条buy put腿做保护。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/468bdec8811d13eaaf38c9b7d45921d7\" tg-width=\"1040\" tg-height=\"830\"></p></body></html>","htmlText":"<html><head></head><body><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>又回到宏观压力阶段，不出意外美国政府开门后要面对一堆稀烂的就业和通胀数据。</p><p>理论上当前阶段英伟达应该是最好把握的股票，可以头顶上悬着一把做空的达摩克利斯之剑。</p><p>michael burry他打算在11月25日公布更多AI相关公司被高估的细节，时间放在英伟达财报后，打算再次配合萎靡的宏观给市场来上一击。</p><p>但目前英伟达的系统性做空意愿不是很强烈。看跌开仓排行第一的是腰斩做空大单 <a data-mention-id=\"NVDA 20251205 125.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251205%20125.0%20PUT\">$NVDA 20251205 125.0 PUT$</a> ，不过成交额也不过15万偏向投机。</p><p>整体预期最低不超过180，因为有财报预期股价很难跌，空头也不花冤枉钱，所以sell put行权价可以选180 <a data-mention-id=\"NVDA 20251114 180.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020251114%20180.0%20PUT\">$NVDA 20251114 180.0 PUT$</a> </p><p>看涨期权在如此氛围下也很难突破前高，可以等股价反弹选择sell call行权价选220以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc3c2a03bbd44c0fe9a5f0cb000ac827\" tg-width=\"1042\" tg-height=\"1026\"></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>因为特斯拉今年涨的相当克制，所以跌起来也没它啥事。保守sell put可以选400或者410，本周很难跌破 <a data-mention-id=\"TSLA 20251114 410.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251114%20410.0%20PUT\">$TSLA 20251114 410.0 PUT$</a> </p><p>反弹考虑sell call 470 <a data-mention-id=\"TSLA 20251114 470.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251114%20470.0%20CALL\">$TSLA 20251114 470.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdcaf8a98ef7aa64b12604a3a7440d8b\" tg-width=\"1042\" tg-height=\"1060\"></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>三张看跌大单：</p><ul style=\"\"><li><p> <a data-mention-id=\"SPY 20251114 659.0 PUT\" class=\"teditor-mention\" data-mention-name=\"SPY\" href=\"https://laohu8.com/OPT/SPY%2020251114%20659.0%20PUT\">$SPY 20251114 659.0 PUT$</a> ，成交额约70多万美元</p></li><li><p> <a data-mention-id=\"SPY 20251219 645.0 PUT\" class=\"teditor-mention\" data-mention-name=\"SPY\" href=\"https://laohu8.com/OPT/SPY%2020251219%20645.0%20PUT\">$SPY 20251219 645.0 PUT$</a> ，成交额约750万美元</p></li><li><p> <a data-mention-id=\"SPY 20251219 647.0 PUT\" class=\"teditor-mention\" data-mention-name=\"SPY\" href=\"https://laohu8.com/OPT/SPY%2020251219%20647.0%20PUT\">$SPY 20251219 647.0 PUT$</a> ，成交额约800多万美元</p></li></ul><p>足以说明从现在到年底振幅有多夸张。另外根据看跌大单本周有概率再次回调660～670。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f37a510952a84f01f331c71f0f99fc7\" tg-width=\"1038\" tg-height=\"1086\"></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>机构long call roll 仓，11月到期260call关仓 <a data-mention-id=\"AMD 20251121 260.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020251121%20260.0%20CALL\">$AMD 20251121 260.0 CALL$</a> ，roll到明年1月到期250call<a data-mention-id=\"AMD 20260116 250.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020260116%20250.0%20CALL\">$AMD 20260116 250.0 CALL$</a> ，下调了行权价，预计年底行情可能一般。</p><p>本周继续220～250之间震荡，可以考虑250以上的sell call <a data-mention-id=\"AMD 20251114 252.5 CALL\" class=\"teditor-mention\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020251114%20252.5%20CALL\">$AMD 20251114 252.5 CALL$</a> ；sell put可以选220，需要加一条buy put腿做保护。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/468bdec8811d13eaaf38c9b7d45921d7\" tg-width=\"1040\" tg-height=\"830\"></p></body></html>","text":"$英伟达(NVDA)$ 又回到宏观压力阶段，不出意外美国政府开门后要面对一堆稀烂的就业和通胀数据。 理论上当前阶段英伟达应该是最好把握的股票，可以头顶上悬着一把做空的达摩克利斯之剑。 michael burry他打算在11月25日公布更多AI相关公司被高估的细节，时间放在英伟达财报后，打算再次配合萎靡的宏观给市场来上一击。 但目前英伟达的系统性做空意愿不是很强烈。看跌开仓排行第一的是腰斩做空大单 $NVDA 20251205 125.0 PUT$ ，不过成交额也不过15万偏向投机。 整体预期最低不超过180，因为有财报预期股价很难跌，空头也不花冤枉钱，所以sell put行权价可以选180 $NVDA 20251114 180.0 PUT$ 看涨期权在如此氛围下也很难突破前高，可以等股价反弹选择sell call行权价选220以上。 $特斯拉(TSLA)$ 因为特斯拉今年涨的相当克制，所以跌起来也没它啥事。保守sell put可以选400或者410，本周很难跌破 $TSLA 20251114 410.0 PUT$ 反弹考虑sell call 470 $TSLA 20251114 470.0 CALL$ $标普500ETF(SPY)$ 三张看跌大单： $SPY 20251114 659.0 PUT$ ，成交额约70多万美元 $SPY 20251219 645.0 PUT$ ，成交额约750万美元 $SPY 20251219 647.0 PUT$ ，成交额约800多万美元 足以说明从现在到年底振幅有多夸张。另外根据看跌大单本周有概率再次回调660～670。 $美国超微公司(AMD)$ 机构long call roll 仓，11月到期260call关仓 $AMD 20251121 260.0 CALL$ ，roll到明年1月到期250call$AMD 20260116 250.0 CALL$ ，下调了行权价，预计年底行情可能一般。 本周继续220～250之间震荡，可以考虑250以上的sell call $AMD 20251114 252.5 CALL$ ；sell put可以选220，需要加一条buy put腿做保护。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/499186483335560","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","TSLA","AMD","SPY","SPY 20251219 647.0 PUT","NVDA 20251205 125.0 PUT","SPY 20251219 645.0 PUT","AMD 20251121 260.0 CALL","AMD 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