悟空的花果山
12-13
真准啊
@期权小班长：
1000万美元的VIX看涨大单
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":510138843480312,"tweetId":"510138843480312","gmtCreate":1765558468361,"gmtModify":1765558470762,"author":{"id":3441692941897723,"idStr":"3441692941897723","authorId":3441692941897723,"authorIdStr":"3441692941897723","name":"悟空的花果山","avatar":"https://static.tigerbbs.com/628f19802db29c1c1a827452d3fe4cb3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.02","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":261,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":196,"starInvestorOrderShareNum":294,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":109.79,"showRor":true,"investmentPhilosophy":"AI多头","winRationPercentage":60.869565,"tradeVolumeEst":0},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>真准啊</body></html>","htmlText":"<html><head></head><body>真准啊</body></html>","text":"真准啊","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/510138843480312","repostId":509711554433152,"repostType":1,"repost":{"magic":2,"id":509711554433152,"tweetId":"509711554433152","gmtCreate":1765473885719,"gmtModify":1765473944941,"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":"2025.12.24","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":36543,"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\": true}","description":"你想知道的期权知识都在这里，咨询期权问题@期权小助手","image":"https://static.tigerbbs.com/672d6bc9cf055ebef009d5ee69bfef82"}],"images":[{"img":"https://static.tigerbbs.com/2a9a970fc430612aebea27367b592698","width":"1036","height":"960"},{"img":"https://static.tigerbbs.com/0ceeb8837908fed7157d927170f5a5e4","width":"2488","height":"158"},{"img":"https://static.tigerbbs.com/16f1c2f9b3e61ecb2086c1234a765ed1","width":"1040","height":"960"},{"img":"https://static.tigerbbs.com/7c33f8c3512503cd37743313cbfa3d74","width":"1040","height":"1058"},{"img":"https://static.tigerbbs.com/1aaaec9a3b581b4ce97c833ca507fa6b","width":"1038","height":"894"},{"img":"https://static.tigerbbs.com/0e06f4896cd66c856d1e9327daf818cc","width":"1040","height":"898"}],"coverImages":[{"img":"https://static.tigerbbs.com/2a9a970fc430612aebea27367b592698","width":"1036","height":"960"},{"img":"https://static.tigerbbs.com/0ceeb8837908fed7157d927170f5a5e4","width":"2488","height":"158"},{"img":"https://static.tigerbbs.com/16f1c2f9b3e61ecb2086c1234a765ed1","width":"1040","height":"960"}],"title":"1000万美元的VIX看涨大单","html":"<html><head></head><body><p> <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"甲骨文\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> </p><p>如果OpenAI的商业化能力非常出众，想必同样的财报数据，甲骨文的股价就是另一幅光景了。以上就是对于本次财报感想。</p><p>所以甲骨文公司能不能抄底，非常大的程度取决于OpenAI的商业化进展，或者出现了另一家巨头公司出了现象级产品并表示现有服务器完全不够用，在市场的想象中能取代OpenAI成为甲骨文的客户。</p><p>周四开盘有人买了1万手本周到期190call <a data-mention-id=\"ORCL 20251212 190.0 PUT\" class=\"teditor-mention\" data-mention-name=\"ORCL\" href=\"https://laohu8.com/OPT/ORCL%2020251212%20190.0%20PUT\">$ORCL 20251212 190.0 PUT$</a> ，精准程度令人乍舌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9a970fc430612aebea27367b592698\" tg-width=\"1036\" tg-height=\"960\"></p><p>另外周三收盘前有人买了10万手VIX明年2月到期35call<a data-mention-id=\"VIX 20260218 35.0 CALL\" class=\"teditor-mention\" data-mention-name=\"VIX\" href=\"https://laohu8.com/OPT/VIX%2020260218%2035.0%20CALL\">$VIX 20260218 35.0 CALL$</a> ，成交额约1000万美元，感觉近期大盘可能还有回调。</p><p>回调原因，以甲骨文的财报状态，AI板块有很大的领跌嫌疑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ceeb8837908fed7157d927170f5a5e4\" tg-width=\"2488\" tg-height=\"158\"></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>周三晚英伟达有个非常熊的买入看涨大单：160call <a data-mention-id=\"NVDA 20260109 160.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260109%20160.0%20CALL\">$NVDA 20260109 160.0 CALL$</a> ，成交额5000多万美元，开仓约2万手。</p><p>一般印象里5000万美元的巨单应该非常看好才对，为什么说比较熊呢，经验之谈，印象里每次价内看涨大单开仓后股价往往走平甚至走跌，无关成交额多少。</p><p>当然160行权价也不至于跌到0，交易者可以进行行权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16f1c2f9b3e61ecb2086c1234a765ed1\" tg-width=\"1040\" tg-height=\"960\"></p><p>理论上周五收盘应该在180以上比较合适，被甲骨文财报拖累后，出现了悬念。</p><p>AVGO的财报好或者不好，对英伟达来说都不是什么好消息。财报好，市场会认为是挤占英伟达的市场份额；财报不好间接说明谷歌业务进入瓶颈，AI板块可能都会有下行风险。</p><p>但最差预期也应该还是在170以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c33f8c3512503cd37743313cbfa3d74\" tg-width=\"1040\" tg-height=\"1058\"></p><p> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> </p><p>财报没有悬念，股价很有悬念。预计营收利润和现金流全方位超市场预期。</p><p>但财报披露后股价怎么走大家心里都没谱。好消息今晚并没有看跌大单，坏消息也没有看涨大单，大家默认了前三周上涨18%是在透支财报预期。</p><p>但从谷歌的期权开仓来看，谷歌本周会在300～325之间震荡，财报也不会太差，但应该也不会有超预期的大涨，很可能在370～430区间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1aaaec9a3b581b4ce97c833ca507fa6b\" tg-width=\"1038\" tg-height=\"894\"></p><p> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> </p><p>谷歌本周会在300～325之间震荡，所以AVGO财报后股价波动低于隐含波动率代表区间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e06f4896cd66c856d1e9327daf818cc\" tg-width=\"1040\" tg-height=\"898\"></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"甲骨文\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> </p><p>如果OpenAI的商业化能力非常出众，想必同样的财报数据，甲骨文的股价就是另一幅光景了。以上就是对于本次财报感想。</p><p>所以甲骨文公司能不能抄底，非常大的程度取决于OpenAI的商业化进展，或者出现了另一家巨头公司出了现象级产品并表示现有服务器完全不够用，在市场的想象中能取代OpenAI成为甲骨文的客户。</p><p>周四开盘有人买了1万手本周到期190call <a data-mention-id=\"ORCL 20251212 190.0 PUT\" class=\"teditor-mention\" data-mention-name=\"ORCL\" href=\"https://laohu8.com/OPT/ORCL%2020251212%20190.0%20PUT\">$ORCL 20251212 190.0 PUT$</a> ，精准程度令人乍舌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9a970fc430612aebea27367b592698\" tg-width=\"1036\" tg-height=\"960\"></p><p>另外周三收盘前有人买了10万手VIX明年2月到期35call<a data-mention-id=\"VIX 20260218 35.0 CALL\" class=\"teditor-mention\" data-mention-name=\"VIX\" href=\"https://laohu8.com/OPT/VIX%2020260218%2035.0%20CALL\">$VIX 20260218 35.0 CALL$</a> ，成交额约1000万美元，感觉近期大盘可能还有回调。</p><p>回调原因，以甲骨文的财报状态，AI板块有很大的领跌嫌疑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ceeb8837908fed7157d927170f5a5e4\" tg-width=\"2488\" tg-height=\"158\"></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>周三晚英伟达有个非常熊的买入看涨大单：160call <a data-mention-id=\"NVDA 20260109 160.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260109%20160.0%20CALL\">$NVDA 20260109 160.0 CALL$</a> ，成交额5000多万美元，开仓约2万手。</p><p>一般印象里5000万美元的巨单应该非常看好才对，为什么说比较熊呢，经验之谈，印象里每次价内看涨大单开仓后股价往往走平甚至走跌，无关成交额多少。</p><p>当然160行权价也不至于跌到0，交易者可以进行行权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16f1c2f9b3e61ecb2086c1234a765ed1\" tg-width=\"1040\" tg-height=\"960\"></p><p>理论上周五收盘应该在180以上比较合适，被甲骨文财报拖累后，出现了悬念。</p><p>AVGO的财报好或者不好，对英伟达来说都不是什么好消息。财报好，市场会认为是挤占英伟达的市场份额；财报不好间接说明谷歌业务进入瓶颈，AI板块可能都会有下行风险。</p><p>但最差预期也应该还是在170以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c33f8c3512503cd37743313cbfa3d74\" tg-width=\"1040\" tg-height=\"1058\"></p><p> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> </p><p>财报没有悬念，股价很有悬念。预计营收利润和现金流全方位超市场预期。</p><p>但财报披露后股价怎么走大家心里都没谱。好消息今晚并没有看跌大单，坏消息也没有看涨大单，大家默认了前三周上涨18%是在透支财报预期。</p><p>但从谷歌的期权开仓来看，谷歌本周会在300～325之间震荡，财报也不会太差，但应该也不会有超预期的大涨，很可能在370～430区间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1aaaec9a3b581b4ce97c833ca507fa6b\" tg-width=\"1038\" tg-height=\"894\"></p><p> <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> </p><p>谷歌本周会在300～325之间震荡，所以AVGO财报后股价波动低于隐含波动率代表区间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e06f4896cd66c856d1e9327daf818cc\" tg-width=\"1040\" tg-height=\"898\"></p></body></html>","text":"$甲骨文(ORCL)$ 如果OpenAI的商业化能力非常出众，想必同样的财报数据，甲骨文的股价就是另一幅光景了。以上就是对于本次财报感想。 所以甲骨文公司能不能抄底，非常大的程度取决于OpenAI的商业化进展，或者出现了另一家巨头公司出了现象级产品并表示现有服务器完全不够用，在市场的想象中能取代OpenAI成为甲骨文的客户。 周四开盘有人买了1万手本周到期190call $ORCL 20251212 190.0 PUT$ ，精准程度令人乍舌。 另外周三收盘前有人买了10万手VIX明年2月到期35call$VIX 20260218 35.0 CALL$ ，成交额约1000万美元，感觉近期大盘可能还有回调。 回调原因，以甲骨文的财报状态，AI板块有很大的领跌嫌疑。 $英伟达(NVDA)$ 周三晚英伟达有个非常熊的买入看涨大单：160call $NVDA 20260109 160.0 CALL$ ，成交额5000多万美元，开仓约2万手。 一般印象里5000万美元的巨单应该非常看好才对，为什么说比较熊呢，经验之谈，印象里每次价内看涨大单开仓后股价往往走平甚至走跌，无关成交额多少。 当然160行权价也不至于跌到0，交易者可以进行行权。 理论上周五收盘应该在180以上比较合适，被甲骨文财报拖累后，出现了悬念。 AVGO的财报好或者不好，对英伟达来说都不是什么好消息。财报好，市场会认为是挤占英伟达的市场份额；财报不好间接说明谷歌业务进入瓶颈，AI板块可能都会有下行风险。 但最差预期也应该还是在170以上。 $博通(AVGO)$ 财报没有悬念，股价很有悬念。预计营收利润和现金流全方位超市场预期。 但财报披露后股价怎么走大家心里都没谱。好消息今晚并没有看跌大单，坏消息也没有看涨大单，大家默认了前三周上涨18%是在透支财报预期。 但从谷歌的期权开仓来看，谷歌本周会在300～325之间震荡，财报也不会太差，但应该也不会有超预期的大涨，很可能在370～430区间。 $谷歌(GOOG)$ $谷歌A(GOOGL)$ 谷歌本周会在300～325之间震荡，所以AVGO财报后股价波动低于隐含波动率代表区间。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/509711554433152","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","AVGO","GOOGL","GOOG","ORCL","VIX","NVDA 20260109 160.0 CALL","VIX 20260218 35.0 CALL"],"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":1475,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":161,"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":6,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/510138843480312"}
精彩评论