关注一下日元加息，目_老虎社区_美港股上老虎 - 老虎社区

小强尼虎虎生威

关注一下日元加息，目前还没被市场充分计价。如果日元加息早于美联储降息，短期对市场流动性的抽取是巨大的，尤其对于科技股和币来说。$英伟达(NVDA)$ $Palantir Technologies Inc.(PLTR)$

@期权小班长：感恩节休市比较多，今天就简单讲两句。市场逼空反弹，不是趋势反转，有两个比较在意的异动。一个是特斯拉long call $TSLA 20260220 440.0 CALL$ 平仓了，周五刚刚移仓，大家应该有印象，然后时隔1天就平仓了，非常反常。估计是后面回调预期比较强烈，所以提前避险。另一个是谷歌开仓进入防守状态，具体表现为按未平仓排序，前排看涨期权陆续平仓，而看跌期权开仓活跃，比如12月19日到期的310看跌期权 $GOOGL 20251219 310.0 PUT$ 开仓2.1万手买入，也进入避险状态。

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