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@期权小班长：准备抄底了

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tg-height=\"-1\">数据公布后大盘期货直线下跌，同时加息预期也在跟进变化。数据刚公布后，市场立刻预期7月大概率加息75bps，然而等到半小时后，美联储观察工具预测的7月份加息100bps可能性就升高至了20%，接着9点10分，可能性提升至了41.6%。</p><p>估计明天早上起床可能会发现加息预期变成了100bps。</p><p>但是我认为现在可以考虑抄底了。</p><p>看了一下具体数据，CPI环比拉动主要来自于能源，而能源价格下降已经是板上钉钉的事实，所以7月CPI绝对不可能再次超过9%。</p><p>也就是说对于加息敏感型股票，这是倒数第二次大型冲击（最后一次是月底FOMC会议）。</p><p>科技股比如确定大资金入场的股票类似特斯拉完全没什么问题了，不过考虑接下来的筑底阶段，不推荐直接买股票或者激进买call，还是sell&nbsp;put更为稳妥&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020220722%20600.0%20PUT\">$TSLA 20220722 600.0 PUT$</a>&nbsp;</p><p>抄底股票也需要好好选择，大盘见底并不代表个股见底，利好利率敏感型股票不代表利好全部成长股，这个财报季还埋着大雷，明天展开说。</p></body></html>","htmlText":"<html><head></head><body><p>美国6月CPI再次爆炸，虽然没有昨天谣言10%那么多，但同比9.1%，创1981年底以来最大涨幅。6月核心CPI同比5.9%，预期5.7%，前值6%，这反映出汽油、住房和食品成本上涨。</p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/105053615164cce82c76feb69f8048e3\" tg-width=\"-1\" tg-height=\"-1\">数据公布后大盘期货直线下跌，同时加息预期也在跟进变化。数据刚公布后，市场立刻预期7月大概率加息75bps，然而等到半小时后，美联储观察工具预测的7月份加息100bps可能性就升高至了20%，接着9点10分，可能性提升至了41.6%。</p><p>估计明天早上起床可能会发现加息预期变成了100bps。</p><p>但是我认为现在可以考虑抄底了。</p><p>看了一下具体数据，CPI环比拉动主要来自于能源，而能源价格下降已经是板上钉钉的事实，所以7月CPI绝对不可能再次超过9%。</p><p>也就是说对于加息敏感型股票，这是倒数第二次大型冲击（最后一次是月底FOMC会议）。</p><p>科技股比如确定大资金入场的股票类似特斯拉完全没什么问题了，不过考虑接下来的筑底阶段，不推荐直接买股票或者激进买call，还是sell&nbsp;put更为稳妥&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020220722%20600.0%20PUT\">$TSLA 20220722 600.0 PUT$</a>&nbsp;</p><p>抄底股票也需要好好选择，大盘见底并不代表个股见底，利好利率敏感型股票不代表利好全部成长股，这个财报季还埋着大雷，明天展开说。</p></body></html>","text":"美国6月CPI再次爆炸，虽然没有昨天谣言10%那么多，但同比9.1%，创1981年底以来最大涨幅。6月核心CPI同比5.9%，预期5.7%，前值6%，这反映出汽油、住房和食品成本上涨。 数据公布后大盘期货直线下跌，同时加息预期也在跟进变化。数据刚公布后，市场立刻预期7月大概率加息75bps，然而等到半小时后，美联储观察工具预测的7月份加息100bps可能性就升高至了20%，接着9点10分，可能性提升至了41.6%。 估计明天早上起床可能会发现加息预期变成了100bps。 但是我认为现在可以考虑抄底了。 看了一下具体数据，CPI环比拉动主要来自于能源，而能源价格下降已经是板上钉钉的事实，所以7月CPI绝对不可能再次超过9%。 也就是说对于加息敏感型股票，这是倒数第二次大型冲击（最后一次是月底FOMC会议）。 科技股比如确定大资金入场的股票类似特斯拉完全没什么问题了，不过考虑接下来的筑底阶段，不推荐直接买股票或者激进买call，还是sell put更为稳妥 $TSLA 20220722 600.0 PUT$ 抄底股票也需要好好选择，大盘见底并不代表个股见底，利好利率敏感型股票不代表利好全部成长股，这个财报季还埋着大雷，明天展开说。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/688510509","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["TSLA","AAPL"],"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":878,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":978,"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":3,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/686211897"}