悟空的花果山
12-19
谷歌难看涨，也难看跌
@期权小班长：
天量内幕大单买入看涨
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":512543984476952,"tweetId":"512543984476952","gmtCreate":1766159801619,"gmtModify":1766159803849,"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>谷歌难看涨，也难看跌</body></html>","htmlText":"<html><head></head><body>谷歌难看涨，也难看跌</body></html>","text":"谷歌难看涨，也难看跌","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/512543984476952","repostId":512597916065848,"repostType":1,"repost":{"magic":2,"id":512597916065848,"tweetId":"512597916065848","gmtCreate":1766159089176,"gmtModify":1766159219639,"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/d11ed6ee32338c157ffb9887ef1f83d5","width":"1042","height":"802"},{"img":"https://static.tigerbbs.com/9712be02318e21ba1fb92701ab59808f","width":"2608","height":"114"},{"img":"https://static.tigerbbs.com/32a571e3c41e003bab141c3d71d3180b","width":"1042","height":"896"},{"img":"https://static.tigerbbs.com/cda13b8b6f129a0925be4c5ec5af2df7","width":"1044","height":"1124"},{"img":"https://static.tigerbbs.com/5f6ad91889400a386ccbbefa24725114","width":"1044","height":"1090"},{"img":"https://static.tigerbbs.com/991565fc0030e8280ec8260147584848","width":"1042","height":"1058"},{"img":"https://static.tigerbbs.com/4a5bfd1ca7a16997a5ff2648e83453bf","width":"1040","height":"960"}],"coverImages":[{"img":"https://static.tigerbbs.com/d11ed6ee32338c157ffb9887ef1f83d5","width":"1042","height":"802"},{"img":"https://static.tigerbbs.com/9712be02318e21ba1fb92701ab59808f","width":"2608","height":"114"},{"img":"https://static.tigerbbs.com/32a571e3c41e003bab141c3d71d3180b","width":"1042","height":"896"}],"title":"天量内幕大单买入看涨","html":"<html><head></head><body><p> <a data-mention-id=\"CRWV\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> </p><p>内幕大单继续开仓2.3万手，目前未平仓来到了10万手 <a data-mention-id=\"CRWV 20260320 100.0 CALL\" class=\"teditor-mention\" data-mention-name=\"CRWV\" href=\"https://laohu8.com/OPT/CRWV%2020260320%20100.0%20CALL\">$CRWV 20260320 100.0 CALL$</a> 。消息面上crwv入选了美国能源部的创世纪计划，为国家级AI研究提供支持。大单买入早于消息面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ed6ee32338c157ffb9887ef1f83d5\" tg-width=\"1042\" tg-height=\"802\"></p><p>同样有天量大单开仓的还有APLD，2028年到期8call <a data-mention-id=\"APLD 20280121 8.0 CALL\" class=\"teditor-mention\" data-mention-name=\"APLD\" href=\"https://laohu8.com/OPT/APLD%2020280121%208.0%20CALL\">$APLD 20280121 8.0 CALL$</a> 成交6.53万手，成交额1.19亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9712be02318e21ba1fb92701ab59808f\" tg-width=\"2608\" tg-height=\"114\"></p><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>tiktok落地甲骨文让市场松了一口气，不用再担心假如OpenAI暴雷，云服务没有老实人接盘了。</p><p>看涨预期股价会反弹到195以上，但想突破230仍有难度。</p><p>有人接盘并不意味着安全，期权开仓上来看市场依旧担心风险，依然有很多看跌在对冲150。</p><p>没想到和OpenAI绑定有朝一日会变成下下签，因为谁也没有想到这家公司，竟然只擅长做模型。目前来看OpenAI上市后会重走一遍特斯拉的老路，即便还没上市，这家公司的深度绑定产业链就已经被深度看空了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a571e3c41e003bab141c3d71d3180b\" tg-width=\"1042\" tg-height=\"896\"></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>相比之下特斯拉的内幕看涨思路就十分条约， 机构平仓了下周到期510call<a data-mention-id=\"TSLA 20251226 510.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251226%20510.0%20CALL\">$TSLA 20251226 510.0 CALL$</a> ，买入2月到期650call <a data-mention-id=\"TSLA 20260220 650.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020260220%20650.0%20CALL\">$TSLA 20260220 650.0 CALL$</a> ，开仓4.6万手。</p><p>总之可以持续sell put<a data-mention-id=\"TSLA 20251226 450.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251226%20450.0%20PUT\">$TSLA 20251226 450.0 PUT$</a> 安全追涨。</p><p>虽然这650的目标价不知道怎么来的，我看好特斯拉明年跟谷歌竞争AI一哥，毕竟特斯拉有自动驾驶和机器人产业线，马斯克本人又有丰富的融资经验和暴打空头经验，非常具有竞争力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cda13b8b6f129a0925be4c5ec5af2df7\" tg-width=\"1044\" tg-height=\"1124\"></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>英伟达看跌危机依然没有解除。GPU和存储逻辑不一样，所以呈现出比较矛盾的情景。</p><p>预计下周股价继续在170～180区间震荡，虽然看跌开仓很难看，但圣诞节应该不会大跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f6ad91889400a386ccbbefa24725114\" tg-width=\"1044\" tg-height=\"1090\"></p><p> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> </p><p>目标价300，适合sell put追涨。sell put行权价可以选240或者250<a data-mention-id=\"MU 20251226 250.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020251226%20250.0%20PUT\">$MU 20251226 250.0 PUT$</a> ，但注意有可能回调230。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/991565fc0030e8280ec8260147584848\" tg-width=\"1042\" tg-height=\"1058\"></p><p> <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>350和340有sell call大单 <a data-mention-id=\"GOOGL 20260220 350.0 CALL\" class=\"teditor-mention\" data-mention-name=\"GOOGL\" href=\"https://laohu8.com/OPT/GOOGL%2020260220%20350.0%20CALL\">$GOOGL 20260220 350.0 CALL$</a> <a data-mention-id=\"GOOGL 20260320 340.0 CALL\" class=\"teditor-mention\" data-mention-name=\"GOOGL\" href=\"https://laohu8.com/OPT/GOOGL%2020260320%20340.0%20CALL\">$GOOGL 20260320 340.0 CALL$</a> ，很难看涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a5bfd1ca7a16997a5ff2648e83453bf\" tg-width=\"1040\" tg-height=\"960\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"CRWV\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> </p><p>内幕大单继续开仓2.3万手，目前未平仓来到了10万手 <a data-mention-id=\"CRWV 20260320 100.0 CALL\" class=\"teditor-mention\" data-mention-name=\"CRWV\" href=\"https://laohu8.com/OPT/CRWV%2020260320%20100.0%20CALL\">$CRWV 20260320 100.0 CALL$</a> 。消息面上crwv入选了美国能源部的创世纪计划，为国家级AI研究提供支持。大单买入早于消息面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ed6ee32338c157ffb9887ef1f83d5\" tg-width=\"1042\" tg-height=\"802\"></p><p>同样有天量大单开仓的还有APLD，2028年到期8call <a data-mention-id=\"APLD 20280121 8.0 CALL\" class=\"teditor-mention\" data-mention-name=\"APLD\" href=\"https://laohu8.com/OPT/APLD%2020280121%208.0%20CALL\">$APLD 20280121 8.0 CALL$</a> 成交6.53万手，成交额1.19亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9712be02318e21ba1fb92701ab59808f\" tg-width=\"2608\" tg-height=\"114\"></p><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>tiktok落地甲骨文让市场松了一口气，不用再担心假如OpenAI暴雷，云服务没有老实人接盘了。</p><p>看涨预期股价会反弹到195以上，但想突破230仍有难度。</p><p>有人接盘并不意味着安全，期权开仓上来看市场依旧担心风险，依然有很多看跌在对冲150。</p><p>没想到和OpenAI绑定有朝一日会变成下下签，因为谁也没有想到这家公司，竟然只擅长做模型。目前来看OpenAI上市后会重走一遍特斯拉的老路，即便还没上市，这家公司的深度绑定产业链就已经被深度看空了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a571e3c41e003bab141c3d71d3180b\" tg-width=\"1042\" tg-height=\"896\"></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>相比之下特斯拉的内幕看涨思路就十分条约， 机构平仓了下周到期510call<a data-mention-id=\"TSLA 20251226 510.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251226%20510.0%20CALL\">$TSLA 20251226 510.0 CALL$</a> ，买入2月到期650call <a data-mention-id=\"TSLA 20260220 650.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020260220%20650.0%20CALL\">$TSLA 20260220 650.0 CALL$</a> ，开仓4.6万手。</p><p>总之可以持续sell put<a data-mention-id=\"TSLA 20251226 450.0 PUT\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020251226%20450.0%20PUT\">$TSLA 20251226 450.0 PUT$</a> 安全追涨。</p><p>虽然这650的目标价不知道怎么来的，我看好特斯拉明年跟谷歌竞争AI一哥，毕竟特斯拉有自动驾驶和机器人产业线，马斯克本人又有丰富的融资经验和暴打空头经验，非常具有竞争力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cda13b8b6f129a0925be4c5ec5af2df7\" tg-width=\"1044\" tg-height=\"1124\"></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>英伟达看跌危机依然没有解除。GPU和存储逻辑不一样，所以呈现出比较矛盾的情景。</p><p>预计下周股价继续在170～180区间震荡，虽然看跌开仓很难看，但圣诞节应该不会大跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f6ad91889400a386ccbbefa24725114\" tg-width=\"1044\" tg-height=\"1090\"></p><p> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> </p><p>目标价300，适合sell put追涨。sell put行权价可以选240或者250<a data-mention-id=\"MU 20251226 250.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020251226%20250.0%20PUT\">$MU 20251226 250.0 PUT$</a> ，但注意有可能回调230。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/991565fc0030e8280ec8260147584848\" tg-width=\"1042\" tg-height=\"1058\"></p><p> <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>350和340有sell call大单 <a data-mention-id=\"GOOGL 20260220 350.0 CALL\" class=\"teditor-mention\" data-mention-name=\"GOOGL\" href=\"https://laohu8.com/OPT/GOOGL%2020260220%20350.0%20CALL\">$GOOGL 20260220 350.0 CALL$</a> <a data-mention-id=\"GOOGL 20260320 340.0 CALL\" class=\"teditor-mention\" data-mention-name=\"GOOGL\" href=\"https://laohu8.com/OPT/GOOGL%2020260320%20340.0%20CALL\">$GOOGL 20260320 340.0 CALL$</a> ，很难看涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a5bfd1ca7a16997a5ff2648e83453bf\" tg-width=\"1040\" tg-height=\"960\"></p><p></p></body></html>","text":"$CoreWeave, Inc.(CRWV)$ 内幕大单继续开仓2.3万手，目前未平仓来到了10万手 $CRWV 20260320 100.0 CALL$ 。消息面上crwv入选了美国能源部的创世纪计划，为国家级AI研究提供支持。大单买入早于消息面。 同样有天量大单开仓的还有APLD，2028年到期8call $APLD 20280121 8.0 CALL$ 成交6.53万手，成交额1.19亿。 $甲骨文(ORCL)$ tiktok落地甲骨文让市场松了一口气，不用再担心假如OpenAI暴雷，云服务没有老实人接盘了。 看涨预期股价会反弹到195以上，但想突破230仍有难度。 有人接盘并不意味着安全，期权开仓上来看市场依旧担心风险，依然有很多看跌在对冲150。 没想到和OpenAI绑定有朝一日会变成下下签，因为谁也没有想到这家公司，竟然只擅长做模型。目前来看OpenAI上市后会重走一遍特斯拉的老路，即便还没上市，这家公司的深度绑定产业链就已经被深度看空了。 $特斯拉(TSLA)$ 相比之下特斯拉的内幕看涨思路就十分条约， 机构平仓了下周到期510call$TSLA 20251226 510.0 CALL$ ，买入2月到期650call $TSLA 20260220 650.0 CALL$ ，开仓4.6万手。 总之可以持续sell put$TSLA 20251226 450.0 PUT$ 安全追涨。 虽然这650的目标价不知道怎么来的，我看好特斯拉明年跟谷歌竞争AI一哥，毕竟特斯拉有自动驾驶和机器人产业线，马斯克本人又有丰富的融资经验和暴打空头经验，非常具有竞争力。 $英伟达(NVDA)$ 英伟达看跌危机依然没有解除。GPU和存储逻辑不一样，所以呈现出比较矛盾的情景。 预计下周股价继续在170～180区间震荡，虽然看跌开仓很难看，但圣诞节应该不会大跌。 $美光科技(MU)$ 目标价300，适合sell put追涨。sell put行权价可以选240或者250$MU 20251226 250.0 PUT$ ，但注意有可能回调230。 $谷歌A(GOOGL)$ 350和340有sell call大单 $GOOGL 20260220 350.0 CALL$ $GOOGL 20260320 340.0 CALL$ ，很难看涨。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/512597916065848","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","GOOGL","MU","ORCL","CRWV","TSLA","APLD","GOOGL 20260320 340.0 CALL","GOOGL 20260220 350.0 CALL","TSLA 20251226 450.0 PUT","TSLA 20260220 650.0 CALL","TSLA 20251226 510.0 CALL","CRWV 20260320 100.0 CALL","APLD 20280121 8.0 CALL","MU 20251226 250.0 PUT"],"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":1395,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":101,"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":19,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/512543984476952"}
精彩评论