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@期权小班长：Call/Put 比值达到19意味着什么

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比值达到19意味着什么","extraTitle":"","html":"<html><head></head><body><p>想到了CPI会下降，但没想到核心CPI也能下降这么多。</p><p>美国7月未季调CPI同比增长8.5%，预期为增长8.7%，前值为增长9.1%。美国7月未季调核心CPI同比增长5.9%，预期为增长6.1%，前值为增长5.9%。</p><p>数据公布后，9月份加息75个基点的隐含几率从68%降至31%。</p><p>我以为马斯克专门赶在CPI之前出售股票是为了跟前两次一样在市场最佳时期抛售，现在来看似乎是错怪他了？我总觉得不会这么简单，现在的市场有点让人看不懂。</p><p>比如说昨天的银ETF<a href=\"https://laohu8.com/S/SLV\">$白银ETF(iShares)(SLV)$</a> ，期权异动发现有人买入大量的call，使得Call/Put比值达到了罕见的19.53。<img src=\"https://static.tigerbbs.com/a24a4eaba901f272d168e8a86a1367b2\" tg-width=\"-1\" tg-height=\"-1\"></p><p>比如这些期权的到期日集中在近期三个月内，目标明确就是布局近期波动，比如&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/OPT/SLV%2020221118%2022.0%20CALL\">$SLV 20221118 22.0 CALL$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/OPT/SLV%2020221021%2021.0%20CALL\">$SLV 20221021 21.0 CALL$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8da4695a30ed3ef7a02ce7a4b41a25f0\" tg-width=\"-1\" tg-height=\"-1\">call和put比值说明在此：<a href=\"https://laohu8.com/TW/398605170\" target=\"_blank\">【Call/Put Ratio】帮助说明</a>&nbsp;。</p><p>对于期权交易不活跃的股票，call/put很容易失衡，同时也很容易让人察觉到异动。就比如7月18日<a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> 的call/put值达到10.91，之后金价格的走势你们懂得。<img src=\"https://static.tigerbbs.com/b3989e7a3a14868403bd31b107746d0b\" tg-width=\"-1\" tg-height=\"-1\">令人比较不解的是<a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> 本次没有期权异动，理论上黄金白银波动一致，GLD没有期权异动让人觉得不太自然。</p><p><a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 昨天见到好几个股票期权异动里面有这种偏看涨的深度价内跨式：<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220916%2087.5%20PUT\">$AMD 20220916 87.5 PUT$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220916%2087.5%20CALL\">$AMD 20220916 87.5 CALL$</a></p><p>不过我想说的重点是下面四张单子，跨式平仓再roll策略。交易者在7月6日买入平价($75)的call和put：</p><ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220819%2075.0%20CALL\">$AMD 20220819 75.0 CALL$</a></li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220819%2075.0%20PUT\">$AMD 20220819 75.0 PUT$</a></li> \n</ul><p>然后交易者于昨日各平仓3750手，再买入同样数量9月到期的平价($100)call和put继续跨式策略：</p><ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220916%20100.0%20CALL\">$AMD 20220916 100.0 CALL$</a></li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220916%20100.0%20PUT\">$AMD 20220916 100.0 PUT$</a></li> \n</ul><p>之前我可能会说这位交易者继续看涨，但从他只是用部分利润继续下注这个行为来看，更偏向投机，做多的朋友们可以考虑适量减仓。<img src=\"https://static.tigerbbs.com/54949e604ef05c556d5c859e2ae7aa53\" tg-width=\"-1\" tg-height=\"-1\">但不得不说这种操作非常适合高位减持然后继续看涨/看跌投机，只有用期权才能做到。用减仓后的利润买入等量但行权价更高更便宜的期权继续持仓，既收获了利润，同时也保持了原有的仓位。</p></body></html>","htmlText":"<html><head></head><body><p>想到了CPI会下降，但没想到核心CPI也能下降这么多。</p><p>美国7月未季调CPI同比增长8.5%，预期为增长8.7%，前值为增长9.1%。美国7月未季调核心CPI同比增长5.9%，预期为增长6.1%，前值为增长5.9%。</p><p>数据公布后，9月份加息75个基点的隐含几率从68%降至31%。</p><p>我以为马斯克专门赶在CPI之前出售股票是为了跟前两次一样在市场最佳时期抛售，现在来看似乎是错怪他了？我总觉得不会这么简单，现在的市场有点让人看不懂。</p><p>比如说昨天的银ETF<a href=\"https://laohu8.com/S/SLV\">$白银ETF(iShares)(SLV)$</a> ，期权异动发现有人买入大量的call，使得Call/Put比值达到了罕见的19.53。<img src=\"https://static.tigerbbs.com/a24a4eaba901f272d168e8a86a1367b2\" tg-width=\"-1\" tg-height=\"-1\"></p><p>比如这些期权的到期日集中在近期三个月内，目标明确就是布局近期波动，比如&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/OPT/SLV%2020221118%2022.0%20CALL\">$SLV 20221118 22.0 CALL$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/OPT/SLV%2020221021%2021.0%20CALL\">$SLV 20221021 21.0 CALL$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8da4695a30ed3ef7a02ce7a4b41a25f0\" tg-width=\"-1\" tg-height=\"-1\">call和put比值说明在此：<a href=\"https://laohu8.com/TW/398605170\" target=\"_blank\">【Call/Put Ratio】帮助说明</a>&nbsp;。</p><p>对于期权交易不活跃的股票，call/put很容易失衡，同时也很容易让人察觉到异动。就比如7月18日<a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> 的call/put值达到10.91，之后金价格的走势你们懂得。<img src=\"https://static.tigerbbs.com/b3989e7a3a14868403bd31b107746d0b\" tg-width=\"-1\" tg-height=\"-1\">令人比较不解的是<a href=\"https://laohu8.com/S/GLD\">$SPDR黄金ETF(GLD)$</a> 本次没有期权异动，理论上黄金白银波动一致，GLD没有期权异动让人觉得不太自然。</p><p><a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 昨天见到好几个股票期权异动里面有这种偏看涨的深度价内跨式：<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220916%2087.5%20PUT\">$AMD 20220916 87.5 PUT$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220916%2087.5%20CALL\">$AMD 20220916 87.5 CALL$</a></p><p>不过我想说的重点是下面四张单子，跨式平仓再roll策略。交易者在7月6日买入平价($75)的call和put：</p><ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220819%2075.0%20CALL\">$AMD 20220819 75.0 CALL$</a></li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220819%2075.0%20PUT\">$AMD 20220819 75.0 PUT$</a></li> \n</ul><p>然后交易者于昨日各平仓3750手，再买入同样数量9月到期的平价($100)call和put继续跨式策略：</p><ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220916%20100.0%20CALL\">$AMD 20220916 100.0 CALL$</a></li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/AMD%2020220916%20100.0%20PUT\">$AMD 20220916 100.0 PUT$</a></li> \n</ul><p>之前我可能会说这位交易者继续看涨，但从他只是用部分利润继续下注这个行为来看，更偏向投机，做多的朋友们可以考虑适量减仓。<img src=\"https://static.tigerbbs.com/54949e604ef05c556d5c859e2ae7aa53\" tg-width=\"-1\" tg-height=\"-1\">但不得不说这种操作非常适合高位减持然后继续看涨/看跌投机，只有用期权才能做到。用减仓后的利润买入等量但行权价更高更便宜的期权继续持仓，既收获了利润，同时也保持了原有的仓位。</p></body></html>","text":"想到了CPI会下降，但没想到核心CPI也能下降这么多。 美国7月未季调CPI同比增长8.5%，预期为增长8.7%，前值为增长9.1%。美国7月未季调核心CPI同比增长5.9%，预期为增长6.1%，前值为增长5.9%。 数据公布后，9月份加息75个基点的隐含几率从68%降至31%。 我以为马斯克专门赶在CPI之前出售股票是为了跟前两次一样在市场最佳时期抛售，现在来看似乎是错怪他了？我总觉得不会这么简单，现在的市场有点让人看不懂。 比如说昨天的银ETF$白银ETF(iShares)(SLV)$ ，期权异动发现有人买入大量的call，使得Call/Put比值达到了罕见的19.53。 比如这些期权的到期日集中在近期三个月内，目标明确就是布局近期波动，比如 $SLV 20221118 22.0 CALL$ $SLV 20221021 21.0 CALL$call和put比值说明在此：【Call/Put Ratio】帮助说明 。 对于期权交易不活跃的股票，call/put很容易失衡，同时也很容易让人察觉到异动。就比如7月18日$SPDR黄金ETF(GLD)$ 的call/put值达到10.91，之后金价格的走势你们懂得。令人比较不解的是$SPDR黄金ETF(GLD)$ 本次没有期权异动，理论上黄金白银波动一致，GLD没有期权异动让人觉得不太自然。 $美国超微公司(AMD)$ 昨天见到好几个股票期权异动里面有这种偏看涨的深度价内跨式：$AMD 20220916 87.5 PUT$ $AMD 20220916 87.5 CALL$ 不过我想说的重点是下面四张单子，跨式平仓再roll策略。交易者在7月6日买入平价($75)的call和put： $AMD 20220819 75.0 CALL$ $AMD 20220819 75.0 PUT$ 然后交易者于昨日各平仓3750手，再买入同样数量9月到期的平价($100)call和put继续跨式策略： $AMD 20220916 100.0 CALL$ $AMD 20220916 100.0 PUT$ 之前我可能会说这位交易者继续看涨，但从他只是用部分利润继续下注这个行为来看，更偏向投机，做多的朋友们可以考虑适量减仓。但不得不说这种操作非常适合高位减持然后继续看涨/看跌投机，只有用期权才能做到。用减仓后的利润买入等量但行权价更高更便宜的期权继续持仓，既收获了利润，同时也保持了原有的仓位。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/684111066","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SLV","AMD","GLD"],"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":1547,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1845,"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":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/687904429"}