酒吧里喝饮料的boy11
03-28
楼主，能说说微软的期权大单吗？
@期权小班长：
财报季提前预演
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data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a></p>\n<p>meta周四暴跌了约8%，诱发暴跌原因是追加德州AI数据中心投资至100亿，此前该项目投资只有15亿美元。</p>\n<p>这不就是财报里的资本支出项目吗？而且meta以身作则告诉市场，今年的资本支出不仅不会缩减，还会继续增加。</p>\n<p>这就是为什么谷歌，微软，亚马逊也都跟着跌了，而苹果 <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 股价坚挺——虽然手机因为硬件涨价销量预期下降，但苹果公司全年的资本开支才百亿，相比千亿那可太低了。哦也别忘了烧钱大户特斯拉，所以跟着一起跌。</p>\n<p>然后好巧不巧特朗普也觉得股市跌的不够多，地缘+AI支出一下就引爆了。</p>\n<p>初步预计meta跌到25年4月位置，微软也差不多，谷歌初步看到270，亚马逊可能会到190。不过我更想抄底芯片厂商，商业模式成熟前还是押注卖铲子的最稳，虽然互联网厂商是最大的资金来源，一荣俱荣一损俱损</p>\n<p>不过根据meta看涨期权开仓，已经有人迫不及待买入meta的蝴蝶看涨策略了：</p>\n<ul style=\"\">\n <li>\n <p>卖出 <a data-mention-id=\"META 20270115 750.0 CALL\" class=\"teditor-mention\" data-mention-name=\"META\" href=\"https://laohu8.com/OPT/META%2020270115%20750.0%20CALL\">$META 20270115 750.0 CALL$</a> x2，开仓18.6万手</p></li>\n <li>\n <p>买入 <a data-mention-id=\"META 20270115 700.0 CALL\" class=\"teditor-mention\" data-mention-name=\"META\" href=\"https://laohu8.com/OPT/META%2020270115%20700.0%20CALL\">$META 20270115 700.0 CALL$</a> ，开仓9.28万手</p></li>\n <li>\n <p>买入 <a data-mention-id=\"META 20270115 800.0 CALL\" class=\"teditor-mention\" data-mention-name=\"META\" href=\"https://laohu8.com/OPT/META%2020270115%20800.0%20CALL\">$META 20270115 800.0 CALL$</a> ，开仓9.28万手</p></li>\n</ul>\n<p>交易者预计明年初股价回到700～800区间，在750收益最大。按照以往暴跌反弹经验来看好像也没什么问题，今年财报最高点是744。meta业务并没有出什么问题，问题是市场何时会接受现金流变负的故事。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbf5c1597f0407f864199fdca0f4b970\" tg-width=\"1038\" tg-height=\"1152\"></p>\n<p><a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a></p>\n<p>亚马逊也有类似的蝴蝶策略，预计明年股价反弹会250～300区间，应该是同一家机构做的：</p>\n<p>卖出<a data-mention-id=\"AMZN 20270115 275.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020270115%20275.0%20CALL\">$AMZN 20270115 275.0 CALL$</a> x2，开仓19.3万手</p>\n<p>买入<a data-mention-id=\"AMZN 20270115 250.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020270115%20250.0%20CALL\">$AMZN 20270115 250.0 CALL$</a> ，开仓9.69万手</p>\n<p>买入<a data-mention-id=\"AMZN 20270115 300.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020270115%20300.0%20CALL\">$AMZN 20270115 300.0 CALL$</a> ，开仓9.68万手</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64be3a022f0946221aefeaa0fccaf7c2\" tg-width=\"1038\" tg-height=\"828\"></p>\n<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>\n<p>下周机构的价差策略是sell call 177.5<a data-mention-id=\"NVDA 20260402 177.5 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260402%20177.5%20CALL\">$NVDA 20260402 177.5 CALL$</a> ，buy call182.5 <a data-mention-id=\"NVDA 20260402 182.5 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260402%20182.5%20CALL\">$NVDA 20260402 182.5 CALL$</a> 。预计下周在160～175之间震荡。</p>\n<p>说起来应对现在这个行情，期权有局限性，因为不能盘前盘后交易，所以虽然期权杠杆高，但交易时间限制会限制某些行情的发挥，这点需要注意。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7228682de5d393649f3adc7d42d5fde\" tg-width=\"1040\" tg-height=\"1158\"></p>\n<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>\n<p>美光开仓很悲观，看跌开仓预期下周回调到300。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6a0b6bbd8bedab85b1c1e333e05ce2f\" tg-width=\"1038\" tg-height=\"930\"></p>\n<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>\n<p>下周一630见，然后大概率刹不住车要测试620。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e71c8b50a60be812d6814c89dde65ac8\" tg-width=\"1036\" tg-height=\"1150\"></p></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a></p>\n<p>meta周四暴跌了约8%，诱发暴跌原因是追加德州AI数据中心投资至100亿，此前该项目投资只有15亿美元。</p>\n<p>这不就是财报里的资本支出项目吗？而且meta以身作则告诉市场，今年的资本支出不仅不会缩减，还会继续增加。</p>\n<p>这就是为什么谷歌，微软，亚马逊也都跟着跌了，而苹果 <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 股价坚挺——虽然手机因为硬件涨价销量预期下降，但苹果公司全年的资本开支才百亿，相比千亿那可太低了。哦也别忘了烧钱大户特斯拉，所以跟着一起跌。</p>\n<p>然后好巧不巧特朗普也觉得股市跌的不够多，地缘+AI支出一下就引爆了。</p>\n<p>初步预计meta跌到25年4月位置，微软也差不多，谷歌初步看到270，亚马逊可能会到190。不过我更想抄底芯片厂商，商业模式成熟前还是押注卖铲子的最稳，虽然互联网厂商是最大的资金来源，一荣俱荣一损俱损</p>\n<p>不过根据meta看涨期权开仓，已经有人迫不及待买入meta的蝴蝶看涨策略了：</p>\n<ul style=\"\">\n <li>\n <p>卖出 <a data-mention-id=\"META 20270115 750.0 CALL\" class=\"teditor-mention\" data-mention-name=\"META\" href=\"https://laohu8.com/OPT/META%2020270115%20750.0%20CALL\">$META 20270115 750.0 CALL$</a> x2，开仓18.6万手</p></li>\n <li>\n <p>买入 <a data-mention-id=\"META 20270115 700.0 CALL\" class=\"teditor-mention\" data-mention-name=\"META\" href=\"https://laohu8.com/OPT/META%2020270115%20700.0%20CALL\">$META 20270115 700.0 CALL$</a> ，开仓9.28万手</p></li>\n <li>\n <p>买入 <a data-mention-id=\"META 20270115 800.0 CALL\" class=\"teditor-mention\" data-mention-name=\"META\" href=\"https://laohu8.com/OPT/META%2020270115%20800.0%20CALL\">$META 20270115 800.0 CALL$</a> ，开仓9.28万手</p></li>\n</ul>\n<p>交易者预计明年初股价回到700～800区间，在750收益最大。按照以往暴跌反弹经验来看好像也没什么问题，今年财报最高点是744。meta业务并没有出什么问题，问题是市场何时会接受现金流变负的故事。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbf5c1597f0407f864199fdca0f4b970\" tg-width=\"1038\" tg-height=\"1152\"></p>\n<p><a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a></p>\n<p>亚马逊也有类似的蝴蝶策略，预计明年股价反弹会250～300区间，应该是同一家机构做的：</p>\n<p>卖出<a data-mention-id=\"AMZN 20270115 275.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020270115%20275.0%20CALL\">$AMZN 20270115 275.0 CALL$</a> x2，开仓19.3万手</p>\n<p>买入<a data-mention-id=\"AMZN 20270115 250.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020270115%20250.0%20CALL\">$AMZN 20270115 250.0 CALL$</a> ，开仓9.69万手</p>\n<p>买入<a data-mention-id=\"AMZN 20270115 300.0 CALL\" class=\"teditor-mention\" data-mention-name=\"AMZN\" href=\"https://laohu8.com/OPT/AMZN%2020270115%20300.0%20CALL\">$AMZN 20270115 300.0 CALL$</a> ，开仓9.68万手</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64be3a022f0946221aefeaa0fccaf7c2\" tg-width=\"1038\" tg-height=\"828\"></p>\n<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>\n<p>下周机构的价差策略是sell call 177.5<a data-mention-id=\"NVDA 20260402 177.5 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260402%20177.5%20CALL\">$NVDA 20260402 177.5 CALL$</a> ，buy call182.5 <a data-mention-id=\"NVDA 20260402 182.5 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020260402%20182.5%20CALL\">$NVDA 20260402 182.5 CALL$</a> 。预计下周在160～175之间震荡。</p>\n<p>说起来应对现在这个行情，期权有局限性，因为不能盘前盘后交易，所以虽然期权杠杆高，但交易时间限制会限制某些行情的发挥，这点需要注意。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7228682de5d393649f3adc7d42d5fde\" tg-width=\"1040\" tg-height=\"1158\"></p>\n<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>\n<p>美光开仓很悲观，看跌开仓预期下周回调到300。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6a0b6bbd8bedab85b1c1e333e05ce2f\" tg-width=\"1038\" tg-height=\"930\"></p>\n<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>\n<p>下周一630见，然后大概率刹不住车要测试620。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e71c8b50a60be812d6814c89dde65ac8\" tg-width=\"1036\" tg-height=\"1150\"></p></body></html>","text":"$Meta Platforms, Inc.(META)$ meta周四暴跌了约8%，诱发暴跌原因是追加德州AI数据中心投资至100亿，此前该项目投资只有15亿美元。 这不就是财报里的资本支出项目吗？而且meta以身作则告诉市场，今年的资本支出不仅不会缩减，还会继续增加。 这就是为什么谷歌，微软，亚马逊也都跟着跌了，而苹果 $苹果(AAPL)$ 股价坚挺——虽然手机因为硬件涨价销量预期下降，但苹果公司全年的资本开支才百亿，相比千亿那可太低了。哦也别忘了烧钱大户特斯拉，所以跟着一起跌。 然后好巧不巧特朗普也觉得股市跌的不够多，地缘+AI支出一下就引爆了。 初步预计meta跌到25年4月位置，微软也差不多，谷歌初步看到270，亚马逊可能会到190。不过我更想抄底芯片厂商，商业模式成熟前还是押注卖铲子的最稳，虽然互联网厂商是最大的资金来源，一荣俱荣一损俱损 不过根据meta看涨期权开仓，已经有人迫不及待买入meta的蝴蝶看涨策略了： 卖出 $META 20270115 750.0 CALL$ x2，开仓18.6万手 买入 $META 20270115 700.0 CALL$ ，开仓9.28万手 买入 $META 20270115 800.0 CALL$ ，开仓9.28万手 交易者预计明年初股价回到700～800区间，在750收益最大。按照以往暴跌反弹经验来看好像也没什么问题，今年财报最高点是744。meta业务并没有出什么问题，问题是市场何时会接受现金流变负的故事。 $亚马逊(AMZN)$ 亚马逊也有类似的蝴蝶策略，预计明年股价反弹会250～300区间，应该是同一家机构做的： 卖出$AMZN 20270115 275.0 CALL$ x2，开仓19.3万手 买入$AMZN 20270115 250.0 CALL$ ，开仓9.69万手 买入$AMZN 20270115 300.0 CALL$ ，开仓9.68万手 $英伟达(NVDA)$ 下周机构的价差策略是sell call 177.5$NVDA 20260402 177.5 CALL$ ，buy call182.5 $NVDA 20260402 182.5 CALL$ 。预计下周在160～175之间震荡。 说起来应对现在这个行情，期权有局限性，因为不能盘前盘后交易，所以虽然期权杠杆高，但交易时间限制会限制某些行情的发挥，这点需要注意。 $美光科技(MU)$ 美光开仓很悲观，看跌开仓预期下周回调到300。 $标普500ETF(SPY)$ 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