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2022-10-26
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@期权小班长：
中概股和财报期权大单分析
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2022-10-26
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href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> 大单移仓，但只是移了行权价没有移动日期：</p><p><a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020221118%2025.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/FXI 20221118 25.0 PUT\">$FXI 20221118 25.0 PUT$</a> ➡️ <a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020221118%2020.0%20PUT\">$FXI%2020221118%2020.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/FXI 20221118 20.0 PUT\">$FXI 20221118 20.0 PUT$</a>。</p><p>到期日定在11月，考虑时间损耗问题，依然看跌近期情绪。没有选择远期就很有说法了，有可能下周就是行情分界点。</p><p>另外就是8月25下单的行权价为30的跨式赚麻了<img src=\"https://static.tigerbbs.com/2ef19618ec11eb70d0c1320dbfe16281\" tg-width=\"-1\" tg-height=\"-1\"></p><p><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 空头不仅没平仓还开新仓了。其他行业可能超跌，但我觉得电商这波是提前把财报跌完了，周末跟做电商的朋友聊天，说现在发货很难，很多中转仓库都停摆了。</p><p>比较离谱的put目标价是 <a target=\"_blank\" href=\"https://laohu8.com/OPT/BABA%2020230120%2055.0%20PUT\">$BABA%2020230120%2055.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/BABA 20230120 55.0 PUT\">$BABA 20230120 55.0 PUT$</a><img src=\"https://static.tigerbbs.com/8a5bffe1423e87470f4de693e9f9b13f\" tg-width=\"-1\" tg-height=\"-1\">NIO这个量，只能说多空都都在场外观望。<img src=\"https://static.tigerbbs.com/9cdc806850db789383b2a4690ef4e40a\" tg-width=\"-1\" tg-height=\"-1\"><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 可以考虑跨式：<a target=\"_blank\" href=\"https://laohu8.com/OPT/JD%2020230120%2055.0%20CALL\">$JD%2020230120%2055.0%20CALL$ </a><a href=\"https://laohu8.com/OPT/JD 20230120 55.0 CALL\">$JD 20230120 55.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/JD%2020230120%2033.76%20PUT\">$JD%2020230120%2033.76%20PUT$ </a><a href=\"https://laohu8.com/OPT/JD 20230120 33.76 PUT\">$JD 20230120 33.76 PUT$</a><img src=\"https://static.tigerbbs.com/757d11fa85314120fbe3d5a7a407e073\" tg-width=\"-1\" tg-height=\"-1\"></p><p>跟中概同一天倒霉的还有巴西股票。巴西股市大跌，<a href=\"https://laohu8.com/S/PBR\">$巴西石油公司(PBR)$</a> 大单继续看跌，可以做put价差策略：</p><p><a target=\"_blank\" href=\"https://laohu8.com/OPT/PBR%2020221118%2014.0%20PUT\">$PBR%2020221118%2014.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/PBR 20221118 14.0 PUT\">$PBR 20221118 14.0 PUT$</a></p><p><a target=\"_blank\" href=\"https://laohu8.com/OPT/PBR%2020221118%2012.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/PBR 20221118 12.0 PUT\">$PBR 20221118 12.0 PUT$</a><img src=\"https://static.tigerbbs.com/80a68a0a174d8988e50d0e65c2cf1378\" tg-width=\"-1\" tg-height=\"-1\">snap看跌情绪依然很重，估计大单在赌META暴雷后snap跟跌。<img src=\"https://static.tigerbbs.com/269c28707d08162e0c7f825e2ce90d67\" tg-width=\"-1\" tg-height=\"-1\"></p><h4>财报：</h4><p><a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 看涨。看涨期权比较贵，可以财报公布后做sell put。<img src=\"https://static.tigerbbs.com/b646f76da6d77179b6e8a759d11fb666\" tg-width=\"-1\" tg-height=\"-1\"></p><p><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 出现看跌大单。可能pc业务会对云业务产生拖累，但个人仅仅觉得涨幅小，不会大跌。<img src=\"https://static.tigerbbs.com/2141add9f54ab482f3c0a0ad82eed05a\" tg-width=\"-1\" tg-height=\"-1\">苹果看跌，根据集邦咨询消息，目前iPhone新机在苹果出货占比维持36%，而2022全年iPhone出货目标为2.4亿支，年增2.8%。受升息等因素影响，苹果在2023年第一季生产量将由原先预估的5600万支调降至5200万支，年减14%<br><a target=\"_blank\" href=\"https://laohu8.com/OPT/AAPL%2020221216%20145.0%20PUT\">$AAPL%2020221216%20145.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/AAPL 20221216 145.0 PUT\">$AAPL 20221216 145.0 PUT$</a></p></body></html>","htmlText":"<html><head></head><body><p>简单说一下大单情况。</p><p><a href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> 大单移仓，但只是移了行权价没有移动日期：</p><p><a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020221118%2025.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/FXI 20221118 25.0 PUT\">$FXI 20221118 25.0 PUT$</a> ➡️ <a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020221118%2020.0%20PUT\">$FXI%2020221118%2020.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/FXI 20221118 20.0 PUT\">$FXI 20221118 20.0 PUT$</a>。</p><p>到期日定在11月，考虑时间损耗问题，依然看跌近期情绪。没有选择远期就很有说法了，有可能下周就是行情分界点。</p><p>另外就是8月25下单的行权价为30的跨式赚麻了<img src=\"https://static.tigerbbs.com/2ef19618ec11eb70d0c1320dbfe16281\" tg-width=\"-1\" tg-height=\"-1\"></p><p><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 空头不仅没平仓还开新仓了。其他行业可能超跌，但我觉得电商这波是提前把财报跌完了，周末跟做电商的朋友聊天，说现在发货很难，很多中转仓库都停摆了。</p><p>比较离谱的put目标价是 <a target=\"_blank\" href=\"https://laohu8.com/OPT/BABA%2020230120%2055.0%20PUT\">$BABA%2020230120%2055.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/BABA 20230120 55.0 PUT\">$BABA 20230120 55.0 PUT$</a><img src=\"https://static.tigerbbs.com/8a5bffe1423e87470f4de693e9f9b13f\" tg-width=\"-1\" tg-height=\"-1\">NIO这个量，只能说多空都都在场外观望。<img src=\"https://static.tigerbbs.com/9cdc806850db789383b2a4690ef4e40a\" tg-width=\"-1\" tg-height=\"-1\"><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 可以考虑跨式：<a target=\"_blank\" href=\"https://laohu8.com/OPT/JD%2020230120%2055.0%20CALL\">$JD%2020230120%2055.0%20CALL$ </a><a href=\"https://laohu8.com/OPT/JD 20230120 55.0 CALL\">$JD 20230120 55.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/JD%2020230120%2033.76%20PUT\">$JD%2020230120%2033.76%20PUT$ </a><a href=\"https://laohu8.com/OPT/JD 20230120 33.76 PUT\">$JD 20230120 33.76 PUT$</a><img src=\"https://static.tigerbbs.com/757d11fa85314120fbe3d5a7a407e073\" tg-width=\"-1\" tg-height=\"-1\"></p><p>跟中概同一天倒霉的还有巴西股票。巴西股市大跌，<a href=\"https://laohu8.com/S/PBR\">$巴西石油公司(PBR)$</a> 大单继续看跌，可以做put价差策略：</p><p><a target=\"_blank\" href=\"https://laohu8.com/OPT/PBR%2020221118%2014.0%20PUT\">$PBR%2020221118%2014.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/PBR 20221118 14.0 PUT\">$PBR 20221118 14.0 PUT$</a></p><p><a target=\"_blank\" href=\"https://laohu8.com/OPT/PBR%2020221118%2012.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/PBR 20221118 12.0 PUT\">$PBR 20221118 12.0 PUT$</a><img src=\"https://static.tigerbbs.com/80a68a0a174d8988e50d0e65c2cf1378\" tg-width=\"-1\" tg-height=\"-1\">snap看跌情绪依然很重，估计大单在赌META暴雷后snap跟跌。<img src=\"https://static.tigerbbs.com/269c28707d08162e0c7f825e2ce90d67\" tg-width=\"-1\" tg-height=\"-1\"></p><h4>财报：</h4><p><a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 看涨。看涨期权比较贵，可以财报公布后做sell put。<img src=\"https://static.tigerbbs.com/b646f76da6d77179b6e8a759d11fb666\" tg-width=\"-1\" tg-height=\"-1\"></p><p><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 出现看跌大单。可能pc业务会对云业务产生拖累，但个人仅仅觉得涨幅小，不会大跌。<img src=\"https://static.tigerbbs.com/2141add9f54ab482f3c0a0ad82eed05a\" tg-width=\"-1\" tg-height=\"-1\">苹果看跌，根据集邦咨询消息，目前iPhone新机在苹果出货占比维持36%，而2022全年iPhone出货目标为2.4亿支，年增2.8%。受升息等因素影响，苹果在2023年第一季生产量将由原先预估的5600万支调降至5200万支，年减14%<br><a target=\"_blank\" href=\"https://laohu8.com/OPT/AAPL%2020221216%20145.0%20PUT\">$AAPL%2020221216%20145.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/AAPL 20221216 145.0 PUT\">$AAPL 20221216 145.0 PUT$</a></p></body></html>","text":"简单说一下大单情况。 $中国大盘股ETF-iShares(FXI)$ 大单移仓，但只是移了行权价没有移动日期： $FXI 20221118 25.0 PUT$ ➡️ $FXI%2020221118%2020.0%20PUT$ $FXI 20221118 20.0 PUT$。 到期日定在11月，考虑时间损耗问题，依然看跌近期情绪。没有选择远期就很有说法了，有可能下周就是行情分界点。 另外就是8月25下单的行权价为30的跨式赚麻了 $阿里巴巴(BABA)$ 空头不仅没平仓还开新仓了。其他行业可能超跌，但我觉得电商这波是提前把财报跌完了，周末跟做电商的朋友聊天，说现在发货很难，很多中转仓库都停摆了。 比较离谱的put目标价是 $BABA%2020230120%2055.0%20PUT$ $BABA 20230120 55.0 PUT$NIO这个量，只能说多空都都在场外观望。$京东(JD)$ 可以考虑跨式：$JD%2020230120%2055.0%20CALL$ $JD 20230120 55.0 CALL$ $JD%2020230120%2033.76%20PUT$ $JD 20230120 33.76 PUT$ 跟中概同一天倒霉的还有巴西股票。巴西股市大跌，$巴西石油公司(PBR)$ 大单继续看跌，可以做put价差策略： $PBR%2020221118%2014.0%20PUT$ $PBR 20221118 14.0 PUT$ $PBR 20221118 12.0 PUT$snap看跌情绪依然很重，估计大单在赌META暴雷后snap跟跌。 财报： $波音(BA)$ 看涨。看涨期权比较贵，可以财报公布后做sell put。 $微软(MSFT)$ 出现看跌大单。可能pc业务会对云业务产生拖累，但个人仅仅觉得涨幅小，不会大跌。苹果看跌，根据集邦咨询消息，目前iPhone新机在苹果出货占比维持36%，而2022全年iPhone出货目标为2.4亿支，年增2.8%。受升息等因素影响，苹果在2023年第一季生产量将由原先预估的5600万支调降至5200万支，年减14% $AAPL%2020221216%20145.0%20PUT$ $AAPL 20221216 145.0 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