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11-21 16:02
一觉醒来,全中。
期权大单|英伟达认购合约依然活跃,SanDisk认沽合约飙升1800%
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单|英伟达认购合约依然活跃,SanDisk认沽合约飙升1800%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-21 15:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_2746373818\">一、市场概览</h3><p>昨日(11月20日),美股市场上演过山车式行情,纳指跌超2%,标普500指数跌超1.5%。当日美股期权市场总成交量83,272,617张合约,其中看涨期权占比52%,看跌期权占比48%。</p><h3 id=\"id_3056093129\">二、个股期权成交:英伟达高开低走,认购合约积极成交</h3><p>大型科技股依然是市场的主角,英伟达、特斯拉、 <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 、AMD、Meta、苹果、 <a href=\"https://laohu8.com/S/MSTR\">Strategy</a>、谷歌A、亚马逊、微软位居个股期权成交前十位。</p><p><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 盘中一度涨5%,但最终收跌3%。虽然黄仁勋极力强调Blackwell芯片的需求“爆棚”,并否认AI泡沫的存在,但市场担忧情绪仍占上风。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78a036bb54b29f130cfbbba5bc28cd7f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>期权方面,英伟达昨日排名前六的均是认购合约(CALL),其中两份周五到期合约的行权价分别为200及205美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/995caeff75716eb674a4c781eb58d45e\" title=\"\" tg-width=\"954\" tg-height=\"423\"/></p><p>关于英伟达及美股科技股的行情,目前矛盾主要集中在:一,宏观预期的摇摆,美联储降息预期降温,高利率环境下科技股的高估值显得格外敏感,资金开始重新审视成长性与定价的匹配度。二,情绪面的传染,某家公司遭质疑,便会引发情绪共振,获利盘集中涌出,形成多杀多的负反馈。</p><h3 id=\"id_1466461313\">三、异动观察:SanDisk暴跌,PUT价格飙升</h3><p>连续大涨了三个月的存储芯片制造商 <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a> 昨日暴跌超20%,月线转阴。SanDisk第一季度营收达23.1亿美元,同比增长23%,每股收益大幅超越预期。此外公司上调指引,预计第二季度每股收益3.00-3.40美元,远超市场共识的1.77美元。不过,公司当季利润率预计为29%,低于市场预期的31.2%,这显然不满足投资者“胃口”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ca997911183247995baa00405c5dda\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">同时,亮眼的业绩数字背后隐藏着实际制约因素。<strong>约6000万美元的晶圆厂启动成本维持高位,另有1000万至1500万美元的产能利用不足费用持续侵蚀近期利润率。<a href=\"https://laohu8.com/S/GS\" title=\"高盛\" class=\"\">高盛</a>分析师指出,虽然随着晶圆厂成本消退利润率将"大幅提升",但时间表仍不确定。</strong></p><p>随着单日暴跌,SanDisk的PUT成交价格飙升,最高一份涨幅超1800%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d70fa7f288b6a4cba8c1689f7e2eeb92\" title=\"\" tg-width=\"585\" tg-height=\"699\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115302098","content_text":"一、市场概览昨日(11月20日),美股市场上演过山车式行情,纳指跌超2%,标普500指数跌超1.5%。当日美股期权市场总成交量83,272,617张合约,其中看涨期权占比52%,看跌期权占比48%。二、个股期权成交:英伟达高开低走,认购合约积极成交大型科技股依然是市场的主角,英伟达、特斯拉、 Palantir Technologies Inc. 、AMD、Meta、苹果、 Strategy、谷歌A、亚马逊、微软位居个股期权成交前十位。英伟达 盘中一度涨5%,但最终收跌3%。虽然黄仁勋极力强调Blackwell芯片的需求“爆棚”,并否认AI泡沫的存在,但市场担忧情绪仍占上风。期权方面,英伟达昨日排名前六的均是认购合约(CALL),其中两份周五到期合约的行权价分别为200及205美元。关于英伟达及美股科技股的行情,目前矛盾主要集中在:一,宏观预期的摇摆,美联储降息预期降温,高利率环境下科技股的高估值显得格外敏感,资金开始重新审视成长性与定价的匹配度。二,情绪面的传染,某家公司遭质疑,便会引发情绪共振,获利盘集中涌出,形成多杀多的负反馈。三、异动观察:SanDisk暴跌,PUT价格飙升连续大涨了三个月的存储芯片制造商 SanDisk Corp 昨日暴跌超20%,月线转阴。SanDisk第一季度营收达23.1亿美元,同比增长23%,每股收益大幅超越预期。此外公司上调指引,预计第二季度每股收益3.00-3.40美元,远超市场共识的1.77美元。不过,公司当季利润率预计为29%,低于市场预期的31.2%,这显然不满足投资者“胃口”。同时,亮眼的业绩数字背后隐藏着实际制约因素。约6000万美元的晶圆厂启动成本维持高位,另有1000万至1500万美元的产能利用不足费用持续侵蚀近期利润率。高盛分析师指出,虽然随着晶圆厂成本消退利润率将\"大幅提升\",但时间表仍不确定。随着单日暴跌,SanDisk的PUT成交价格飙升,最高一份涨幅超1800%。","news_type":1,"symbols_score_info":{"NVDA":2,"SNDK":2}},"isVote":1,"tweetType":1,"viewCount":2,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/502551803928616"}
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