张朵开开
2022-06-07
不知道怎么判断
@期权小班长：
两个坏消息
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href=\"https://laohu8.com/OPT/ATVI%2020220617%2076.0%20PUT\">$ATVI 20220617 76.0 PUT$</a></td> \n <td>15%</td> \n <td>2022/6/17</td> \n <td>76</td> \n <td>0.5</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/VMW%2020220617%20125.0%20PUT\">$VMW 20220617 125.0 PUT$</a></td> \n <td>6%</td> \n <td>2022/6/17</td> \n <td>125</td> \n <td>0.35</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/SIMO%2020220617%2085.0%20PUT\">$SIMO 20220617 85.0 PUT$</a></td> \n <td>25%</td> \n <td>2022/6/17</td> \n <td>85</td> \n <td>1</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/PFE%2020220617%2049.0%20PUT\">$PFE 20220617 49.0 PUT$</a></td> \n <td>21%</td> \n <td>2022/6/17</td> \n <td>50</td> \n <td>0.48</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/LMT%2020220617%20420.0%20PUT\">$LMT 20220617 420.0 PUT$</a></td> \n <td>15%</td> \n <td>2022/6/17</td> \n <td>420</td> \n <td>2.99</td> \n </tr> \n </tbody> \n</table><p>新加入了两个标的：<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 和<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a> 。近期在研究防御板块时发现医药股今年走势一直十分平稳，甚至不乏大牛股<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> 。在初步筛选后决定先把辉瑞加入sell put名单。礼来也许可以追高，不过目前还是求稳，PE过高的股票暂不纳入考量。</p><p>ATVI、VMW、SIMO sell put逻辑参考：<a href=\"https://laohu8.com/TW/617958821\" target=\"_blank\">轻松赚钱：2022年美股收购套利机会一览</a></p><p>LMT sell put逻辑参考：<a href=\"https://laohu8.com/TW/614882288\" target=\"_blank\">买军火吧，今年事儿少不了。</a></p><p></p></body></html>","htmlText":"<html><head></head><body><p>SNAP后继有人：<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 盘前下跌2%，预计第四季度营收在519.4亿美元至527.4亿美元之间，此前预计第四财季营收为524亿美元至532亿美元。修改第四财季运营收入指引至206.0-213.0亿美元，每股盈利预计为2.24-2.32美元。此前预计第四财季每股盈利2.28-2.35美元。预计第四财季额外的外汇影响将达4.6亿美元。</p><p>微软在第四财季尚未结束之际下调预期，说明四月五月十分疲软，即使6月超预期也无法达成财报预期。微软尚且如此，何况其他科技公司？</p><p>一般来说财报季第一份拉胯的财报对趋势影响是最大的，无论这份财报出自银行板块，还是流媒体板块。SNAP公布盈利预警正值底部，而微软盈利预警公布恰逢突破阻力，建议避雷。</p><p>盘前另一个坏消息是ADP爆冷。美国5月ADP新增就业人口远逊于市场预期，仅增加12.8万，是2020年2月以来最低水平，而市场原本预期会增加30万。同时，4月数据也从24.7万下修至20.2万。</p><p>当然，对于通胀来说不是坏消息。鲍威尔之前说过要下定决心治理通胀，哪怕经济数据不太好看。</p><p>今日sell put：</p><table> \n <colgroup></colgroup> \n <tbody> \n <tr> \n <td>标的代码</td> \n <td>年化收益</td> \n <td>到期日</td> \n <td>行权价</td> \n <td>权利金</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/ATVI%2020220617%2076.0%20PUT\">$ATVI 20220617 76.0 PUT$</a></td> \n <td>15%</td> \n <td>2022/6/17</td> \n <td>76</td> \n <td>0.5</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/VMW%2020220617%20125.0%20PUT\">$VMW 20220617 125.0 PUT$</a></td> \n <td>6%</td> \n <td>2022/6/17</td> \n <td>125</td> \n <td>0.35</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/SIMO%2020220617%2085.0%20PUT\">$SIMO 20220617 85.0 PUT$</a></td> \n <td>25%</td> \n <td>2022/6/17</td> \n <td>85</td> \n <td>1</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/PFE%2020220617%2049.0%20PUT\">$PFE 20220617 49.0 PUT$</a></td> \n <td>21%</td> \n <td>2022/6/17</td> \n <td>50</td> \n <td>0.48</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/LMT%2020220617%20420.0%20PUT\">$LMT 20220617 420.0 PUT$</a></td> \n <td>15%</td> \n <td>2022/6/17</td> \n <td>420</td> \n <td>2.99</td> \n </tr> \n </tbody> \n</table><p>新加入了两个标的：<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 和<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a> 。近期在研究防御板块时发现医药股今年走势一直十分平稳，甚至不乏大牛股<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$</a> 。在初步筛选后决定先把辉瑞加入sell put名单。礼来也许可以追高，不过目前还是求稳，PE过高的股票暂不纳入考量。</p><p>ATVI、VMW、SIMO sell put逻辑参考：<a href=\"https://laohu8.com/TW/617958821\" target=\"_blank\">轻松赚钱：2022年美股收购套利机会一览</a></p><p>LMT sell put逻辑参考：<a href=\"https://laohu8.com/TW/614882288\" target=\"_blank\">买军火吧，今年事儿少不了。</a></p><p></p></body></html>","text":"SNAP后继有人：$微软(MSFT)$ 盘前下跌2%，预计第四季度营收在519.4亿美元至527.4亿美元之间，此前预计第四财季营收为524亿美元至532亿美元。修改第四财季运营收入指引至206.0-213.0亿美元，每股盈利预计为2.24-2.32美元。此前预计第四财季每股盈利2.28-2.35美元。预计第四财季额外的外汇影响将达4.6亿美元。 微软在第四财季尚未结束之际下调预期，说明四月五月十分疲软，即使6月超预期也无法达成财报预期。微软尚且如此，何况其他科技公司？ 一般来说财报季第一份拉胯的财报对趋势影响是最大的，无论这份财报出自银行板块，还是流媒体板块。SNAP公布盈利预警正值底部，而微软盈利预警公布恰逢突破阻力，建议避雷。 盘前另一个坏消息是ADP爆冷。美国5月ADP新增就业人口远逊于市场预期，仅增加12.8万，是2020年2月以来最低水平，而市场原本预期会增加30万。同时，4月数据也从24.7万下修至20.2万。 当然，对于通胀来说不是坏消息。鲍威尔之前说过要下定决心治理通胀，哪怕经济数据不太好看。 今日sell put： 标的代码 年化收益 到期日 行权价 权利金 $ATVI 20220617 76.0 PUT$ 15% 2022/6/17 76 0.5 $VMW 20220617 125.0 PUT$ 6% 2022/6/17 125 0.35 $SIMO 20220617 85.0 PUT$ 25% 2022/6/17 85 1 $PFE 20220617 49.0 PUT$ 21% 2022/6/17 50 0.48 $LMT 20220617 420.0 PUT$ 15% 2022/6/17 420 2.99 新加入了两个标的：$辉瑞(PFE)$ 和$洛克希德马丁(LMT)$ 。近期在研究防御板块时发现医药股今年走势一直十分平稳，甚至不乏大牛股$礼来(LLY)$ 。在初步筛选后决定先把辉瑞加入sell put名单。礼来也许可以追高，不过目前还是求稳，PE过高的股票暂不纳入考量。 ATVI、VMW、SIMO sell put逻辑参考：轻松赚钱：2022年美股收购套利机会一览 LMT sell put逻辑参考：买军火吧，今年事儿少不了。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/617829649","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["LLY","LMT","MSFT","PFE"],"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":1360,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":2226,"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,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/617498662"}
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