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03-05

说说你对这篇新闻的看法...

期权大单 | 特斯拉空头再迎“狂欢夜”，Put单大涨80%；美银期权成交放大2倍，一Put单暴涨11倍

2024-10-17

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台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期

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14:56","market":"us","language":"zh","title":"期权大单 | 特斯拉空头再迎“狂欢夜”，Put单大涨80%；美银期权成交放大2倍，一Put单暴涨11倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1103212484","media":"期权女巫","summary":"期权市场总成交量达63,652,886.张合约，远高于90天均值，其中看涨期权占比54%。标普指数ETF-SPY期权成交1412万张合约，其中看涨期权占比43.8%。","content":"<html><head></head><body><h2 id=\"id_4063152488\">一、市场概览</h2><p>本周二（3月4日）美股三大指数普跌，截至收盘道指跌1.55%，纳指跌0.35%，标普500指数跌1.22%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d903e160a7b956c96ad7be7e01f963de\" title=\"\" tg-width=\"1224\" tg-height=\"700\"/></p><p>期权市场总成交量达63,652,886张合约，远高于90天均值，其中看涨期权占比54%。标普指数ETF-SPY期权成交1412万张合约，其中看涨期权占比43.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f039005adf380a28e0d96141cb72526e\" title=\"\" tg-width=\"1881\" tg-height=\"534\"/></p><h2 id=\"id_2563921188\">二、期权总成交TOP10</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db48988b577c55beeae900e87cbd220e\" title=\"\" tg-width=\"1224\" tg-height=\"2712\"/></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 期权成交量509.66万张，看涨期权占比62.1%，公司股价隔夜收涨1.69%，看涨期权普遍走高。</p><p>3月7日到期行权价120美元的Call单‌‌ ‌<a href=\"https://laohu8.com/OPT/NVDA 20250307 120.0 CALL\" title=\"$NVDA 20250307 120.0 CALL$  \" target=\"_blank\" class=\"\">$NVDA 20250307 120.0 CALL$  </a>‌成交量高达21.6万，涨幅21.52%，同日到期的其他Call单‌涨幅都在20%左右：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a6cb1e55d8031d9f8f5389c4ccc349f\" title=\"\" tg-width=\"709\" tg-height=\"475\"/></p><p>消息面上，美东时间3月4日（周二）晚上9点，特朗普在国会联席会议上发表演讲重申，2022年通过的《芯片与科学法案（以下简称“芯片法案”）》是一项糟糕的协议，呼吁国会取消该法案的拨款，以减少赤字。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 期权成交量267.33万张，看涨期权占比50.8%，公司隔夜续跌4.43%，Put单纷纷大涨约80%，期权链上空头势力迎来狂欢夜，成交量榜单前三均为Put单：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb9cb59d7f7cc1bfb780a083aa36b706\" title=\"\" tg-width=\"550\" tg-height=\"348\"/></p><p>3月7日到期行权价250、260、270美元的Put单‌‌‌成交量均超过8万，其中‌ <a href=\"https://laohu8.com/OPT/TSLA 20250307 270.0 PUT\" title=\"$TSLA 20250307 270.0 PUT$  \" class=\"immutable-element\">$TSLA 20250307 270.0 PUT$ </a>隔夜涨74.54%，<a href=\"https://laohu8.com/OPT/TSLA 20250307 270.0 PUT\" title=\"$TSLA 20250307 270.0 PUT$  \" class=\"immutable-element\"> </a>‌‌<a href=\"https://laohu8.com/OPT/TSLA 20250307 260.0 PUT\" title=\"$TSLA 20250307 260.0 PUT$  \" class=\"immutable-element\">$TSLA 20250307 260.0 PUT$  </a>‌涨78.44%，同日到期行权价262.5美元的Put单‌‌涨超80%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2bcb6ac2dd94213eecf80a720795da7\" title=\"\" tg-width=\"709\" tg-height=\"411\"/></p><p>此前特朗普表示，周二他与美国三大汽车巨头进行了交谈，准备给予汽车贷款利息支付以税收优惠，但前提是汽车在美国制造。</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 期权成交量84.04万张，继续力压苹果位居成交量前五，看涨期权占比57.1%。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 期权成交量69.02万张，看涨期权占比43.5%，期权链上已逐步倒向空头市场，期权成交量榜单前三中有两张为看跌期权，市场对该股前景转为悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d500a1e98b6a3d393243c6c930df38b\" title=\"\" tg-width=\"567\" tg-height=\"349\"/></p><h2 id=\"id_3200920231\">三、异动观察</h2><p><a href=\"https://laohu8.com/S/TSM\">台积电</a> 期权成交量32.1万张，较90日均量放大1.9倍，隔夜台积电股价涨超4%，期权链上多头获利明显。</p><p>3月7日到期行权价185/190美元的Call单‌‌‌‌成交量都超过9000张，隔夜涨幅均在150%左右，同日到期行权价182.5美元的Call单 ‌<a href=\"https://laohu8.com/OPT/INTC 20250307 23.0 PUT\" title=\"$INTC 20250307 23.0 PUT$  \" class=\"immutable-element\">$INTC 20250307 23.0 PUT$  </a>‌成交量6880，涨幅‌达161.21%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35aa50715d42283e8f586e650e789268\" title=\"\" tg-width=\"708\" tg-height=\"412\"/></p><p>消息面上，摩根大通近日发布研报回应有关台积电CoWoS的砍单传闻，根据对供应链研究，该行认为最初的确高估2025年需求，但并不意味着存在需求问题。</p><p>此外，该行认为，由于台积电在AI加速器和边缘AI领域几乎处于垄断地位，结构性增长动力将依然强劲，并维持对该股的“增持”评级，将2025年12月的目标价设定为新台币1500元。</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a> 期权成交量30.05万张，较90日均量放大2倍，由于正股隔夜大跌超6%，期权链上空头获利明显，但整体看涨期权占比仍达到60.2%，市场对其前景仍偏向乐观。</p><p>3月7日到期的Put单涨幅均在500%以上，‌行权价42美元的Put单‌‌‌‌ ‌<a href=\"https://laohu8.com/OPT/BAC 20250307 42.0 PUT\" title=\"$BAC 20250307 42.0 PUT$  \" class=\"immutable-element\">$BAC 20250307 42.0 PUT$  </a>‌成交量超过3500张，涨幅‌高达1100%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7b4099e56a1083427c33895b726e09e\" title=\"\" tg-width=\"705\" tg-height=\"370\"/></p><p>成交量最高的是‌同日到期行权价44美元的Call单 <a href=\"https://laohu8.com/OPT/BAC 20250307 44.0 CALL\" title=\"$BAC 20250307 44.0 CALL$  \" class=\"immutable-element\">$BAC 20250307 44.0 CALL$  </a>，‌成交量超过1.3万，隔夜跌幅87.79%</p><p>消息面上，由于特朗普批评加拿大不允许美国银行在加拿大做生意，银行股集体走低。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单 | 特斯拉空头再迎“狂欢夜”，Put单大涨80%；美银期权成交放大2倍，一Put单暴涨11倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | 特斯拉空头再迎“狂欢夜”，Put单大涨80%；美银期权成交放大2倍，一Put单暴涨11倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-03-05 14:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_4063152488\">一、市场概览</h2><p>本周二（3月4日）美股三大指数普跌，截至收盘道指跌1.55%，纳指跌0.35%，标普500指数跌1.22%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d903e160a7b956c96ad7be7e01f963de\" title=\"\" tg-width=\"1224\" tg-height=\"700\"/></p><p>期权市场总成交量达63,652,886张合约，远高于90天均值，其中看涨期权占比54%。标普指数ETF-SPY期权成交1412万张合约，其中看涨期权占比43.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f039005adf380a28e0d96141cb72526e\" title=\"\" tg-width=\"1881\" tg-height=\"534\"/></p><h2 id=\"id_2563921188\">二、期权总成交TOP10</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db48988b577c55beeae900e87cbd220e\" title=\"\" tg-width=\"1224\" tg-height=\"2712\"/></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 期权成交量509.66万张，看涨期权占比62.1%，公司股价隔夜收涨1.69%，看涨期权普遍走高。</p><p>3月7日到期行权价120美元的Call单‌‌ ‌<a href=\"https://laohu8.com/OPT/NVDA 20250307 120.0 CALL\" title=\"$NVDA 20250307 120.0 CALL$  \" target=\"_blank\" class=\"\">$NVDA 20250307 120.0 CALL$  </a>‌成交量高达21.6万，涨幅21.52%，同日到期的其他Call单‌涨幅都在20%左右：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a6cb1e55d8031d9f8f5389c4ccc349f\" title=\"\" tg-width=\"709\" tg-height=\"475\"/></p><p>消息面上，美东时间3月4日（周二）晚上9点，特朗普在国会联席会议上发表演讲重申，2022年通过的《芯片与科学法案（以下简称“芯片法案”）》是一项糟糕的协议，呼吁国会取消该法案的拨款，以减少赤字。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 期权成交量267.33万张，看涨期权占比50.8%，公司隔夜续跌4.43%，Put单纷纷大涨约80%，期权链上空头势力迎来狂欢夜，成交量榜单前三均为Put单：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb9cb59d7f7cc1bfb780a083aa36b706\" title=\"\" tg-width=\"550\" tg-height=\"348\"/></p><p>3月7日到期行权价250、260、270美元的Put单‌‌‌成交量均超过8万，其中‌ <a href=\"https://laohu8.com/OPT/TSLA 20250307 270.0 PUT\" title=\"$TSLA 20250307 270.0 PUT$  \" class=\"immutable-element\">$TSLA 20250307 270.0 PUT$ </a>隔夜涨74.54%，<a href=\"https://laohu8.com/OPT/TSLA 20250307 270.0 PUT\" title=\"$TSLA 20250307 270.0 PUT$  \" class=\"immutable-element\"> </a>‌‌<a href=\"https://laohu8.com/OPT/TSLA 20250307 260.0 PUT\" title=\"$TSLA 20250307 260.0 PUT$  \" class=\"immutable-element\">$TSLA 20250307 260.0 PUT$  </a>‌涨78.44%，同日到期行权价262.5美元的Put单‌‌涨超80%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2bcb6ac2dd94213eecf80a720795da7\" title=\"\" tg-width=\"709\" tg-height=\"411\"/></p><p>此前特朗普表示，周二他与美国三大汽车巨头进行了交谈，准备给予汽车贷款利息支付以税收优惠，但前提是汽车在美国制造。</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 期权成交量84.04万张，继续力压苹果位居成交量前五，看涨期权占比57.1%。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 期权成交量69.02万张，看涨期权占比43.5%，期权链上已逐步倒向空头市场，期权成交量榜单前三中有两张为看跌期权，市场对该股前景转为悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d500a1e98b6a3d393243c6c930df38b\" title=\"\" tg-width=\"567\" tg-height=\"349\"/></p><h2 id=\"id_3200920231\">三、异动观察</h2><p><a href=\"https://laohu8.com/S/TSM\">台积电</a> 期权成交量32.1万张，较90日均量放大1.9倍，隔夜台积电股价涨超4%，期权链上多头获利明显。</p><p>3月7日到期行权价185/190美元的Call单‌‌‌‌成交量都超过9000张，隔夜涨幅均在150%左右，同日到期行权价182.5美元的Call单 ‌<a href=\"https://laohu8.com/OPT/INTC 20250307 23.0 PUT\" title=\"$INTC 20250307 23.0 PUT$  \" class=\"immutable-element\">$INTC 20250307 23.0 PUT$  </a>‌成交量6880，涨幅‌达161.21%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35aa50715d42283e8f586e650e789268\" title=\"\" tg-width=\"708\" tg-height=\"412\"/></p><p>消息面上，摩根大通近日发布研报回应有关台积电CoWoS的砍单传闻，根据对供应链研究，该行认为最初的确高估2025年需求，但并不意味着存在需求问题。</p><p>此外，该行认为，由于台积电在AI加速器和边缘AI领域几乎处于垄断地位，结构性增长动力将依然强劲，并维持对该股的“增持”评级，将2025年12月的目标价设定为新台币1500元。</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a> 期权成交量30.05万张，较90日均量放大2倍，由于正股隔夜大跌超6%，期权链上空头获利明显，但整体看涨期权占比仍达到60.2%，市场对其前景仍偏向乐观。</p><p>3月7日到期的Put单涨幅均在500%以上，‌行权价42美元的Put单‌‌‌‌ ‌<a href=\"https://laohu8.com/OPT/BAC 20250307 42.0 PUT\" title=\"$BAC 20250307 42.0 PUT$  \" class=\"immutable-element\">$BAC 20250307 42.0 PUT$  </a>‌成交量超过3500张，涨幅‌高达1100%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7b4099e56a1083427c33895b726e09e\" title=\"\" tg-width=\"705\" tg-height=\"370\"/></p><p>成交量最高的是‌同日到期行权价44美元的Call单 <a href=\"https://laohu8.com/OPT/BAC 20250307 44.0 CALL\" title=\"$BAC 20250307 44.0 CALL$  \" class=\"immutable-element\">$BAC 20250307 44.0 CALL$  </a>，‌成交量超过1.3万，隔夜跌幅87.79%</p><p>消息面上，由于特朗普批评加拿大不允许美国银行在加拿大做生意，银行股集体走低。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103212484","content_text":"一、市场概览本周二（3月4日）美股三大指数普跌，截至收盘道指跌1.55%，纳指跌0.35%，标普500指数跌1.22%。期权市场总成交量达63,652,886张合约，远高于90天均值，其中看涨期权占比54%。标普指数ETF-SPY期权成交1412万张合约，其中看涨期权占比43.8%。二、期权总成交TOP10英伟达 期权成交量509.66万张，看涨期权占比62.1%，公司股价隔夜收涨1.69%，看涨期权普遍走高。3月7日到期行权价120美元的Call单‌‌ ‌$NVDA 20250307 120.0 CALL$  ‌成交量高达21.6万，涨幅21.52%，同日到期的其他Call单‌涨幅都在20%左右：消息面上，美东时间3月4日（周二）晚上9点，特朗普在国会联席会议上发表演讲重申，2022年通过的《芯片与科学法案（以下简称“芯片法案”）》是一项糟糕的协议，呼吁国会取消该法案的拨款，以减少赤字。特斯拉 期权成交量267.33万张，看涨期权占比50.8%，公司隔夜续跌4.43%，Put单纷纷大涨约80%，期权链上空头势力迎来狂欢夜，成交量榜单前三均为Put单：3月7日到期行权价250、260、270美元的Put单‌‌‌成交量均超过8万，其中‌ $TSLA 20250307 270.0 PUT$ 隔夜涨74.54%， ‌‌$TSLA 20250307 260.0 PUT$  ‌涨78.44%，同日到期行权价262.5美元的Put单‌‌涨超80%：此前特朗普表示，周二他与美国三大汽车巨头进行了交谈，准备给予汽车贷款利息支付以税收优惠，但前提是汽车在美国制造。Palantir Technologies Inc. 期权成交量84.04万张，继续力压苹果位居成交量前五，看涨期权占比57.1%。苹果 期权成交量69.02万张，看涨期权占比43.5%，期权链上已逐步倒向空头市场，期权成交量榜单前三中有两张为看跌期权，市场对该股前景转为悲观。三、异动观察台积电 期权成交量32.1万张，较90日均量放大1.9倍，隔夜台积电股价涨超4%，期权链上多头获利明显。3月7日到期行权价185/190美元的Call单‌‌‌‌成交量都超过9000张，隔夜涨幅均在150%左右，同日到期行权价182.5美元的Call单 ‌$INTC 20250307 23.0 PUT$  ‌成交量6880，涨幅‌达161.21%：消息面上，摩根大通近日发布研报回应有关台积电CoWoS的砍单传闻，根据对供应链研究，该行认为最初的确高估2025年需求，但并不意味着存在需求问题。此外，该行认为，由于台积电在AI加速器和边缘AI领域几乎处于垄断地位，结构性增长动力将依然强劲，并维持对该股的“增持”评级，将2025年12月的目标价设定为新台币1500元。美国银行 期权成交量30.05万张，较90日均量放大2倍，由于正股隔夜大跌超6%，期权链上空头获利明显，但整体看涨期权占比仍达到60.2%，市场对其前景仍偏向乐观。3月7日到期的Put单涨幅均在500%以上，‌行权价42美元的Put单‌‌‌‌ ‌$BAC 20250307 42.0 PUT$  ‌成交量超过3500张，涨幅‌高达1100%：成交量最高的是‌同日到期行权价44美元的Call单 $BAC 20250307 44.0 CALL$  ，‌成交量超过1.3万，隔夜跌幅87.79%消息面上，由于特朗普批评加拿大不允许美国银行在加拿大做生意，银行股集体走低。","news_type":1,"symbols_score_info":{"AAPL":1.1,"BAC":1.1,"NVDA":1.1,"PLTR":1.1,"TSLA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360937219485784,"gmtCreate":1729144741997,"gmtModify":1729145130241,"author":{"id":"3470299457578349","authorId":"3470299457578349","name":"狗立立","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470299457578349","idStr":"3470299457578349"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360937219485784","repostId":"1167759666","repostType":2,"repost":{"id":"1167759666","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729152189,"share":"https://www.laohu8.com/m/news/1167759666?lang=&edition=full","pubTime":"2024-10-17 16:03","market":"us","language":"zh","title":"台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1167759666","media":"老虎资讯综合","summary":"第三季度毛利率57.8％，预估54.8％。","content":"<html><head></head><body><p>10月17日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>盘前大涨近7%。财报显示，台积电第三季度净利润3,253亿元台币，同比增长54%，预估2,993亿元台币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a0e48a3d2bb9c5835a06db368bc1cc1\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>第三季度销售额7,596.9亿元台币，同比增长39%，预估7,510.6亿元台币</p><p>第三季度营业利润3,607.7亿元台币，同比增长58%，预估3,308.2亿元台币。</p><p>第三季度毛利率57.8％，预估54.8％，前季53.2％。</p><p>第三季度营业利益率47.5％，前季42.5％，预估44.6％。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d98bcd2e7e8560825a41733daf1add58\" tg-width=\"1080\" tg-height=\"1080\"/></p><p><strong>台积电预计第四季度销售额261亿美元至269亿美元，市场预估249.4亿美元。</strong></p><p>预计第四季度毛利率57％至59％，市场预估54.7％。</p><p>预计第四季度营业利益率46.5％至48.5％，市场预估44.3％。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-17 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月17日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>盘前大涨近7%。财报显示，台积电第三季度净利润3,253亿元台币，同比增长54%，预估2,993亿元台币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a0e48a3d2bb9c5835a06db368bc1cc1\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>第三季度销售额7,596.9亿元台币，同比增长39%，预估7,510.6亿元台币</p><p>第三季度营业利润3,607.7亿元台币，同比增长58%，预估3,308.2亿元台币。</p><p>第三季度毛利率57.8％，预估54.8％，前季53.2％。</p><p>第三季度营业利益率47.5％，前季42.5％，预估44.6％。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d98bcd2e7e8560825a41733daf1add58\" tg-width=\"1080\" tg-height=\"1080\"/></p><p><strong>台积电预计第四季度销售额261亿美元至269亿美元，市场预估249.4亿美元。</strong></p><p>预计第四季度毛利率57％至59％，市场预估54.7％。</p><p>预计第四季度营业利益率46.5％至48.5％，市场预估44.3％。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167759666","content_text":"10月17日，台积电盘前大涨近7%。财报显示，台积电第三季度净利润3,253亿元台币，同比增长54%，预估2,993亿元台币。第三季度销售额7,596.9亿元台币，同比增长39%，预估7,510.6亿元台币第三季度营业利润3,607.7亿元台币，同比增长58%，预估3,308.2亿元台币。第三季度毛利率57.8％，预估54.8％，前季53.2％。第三季度营业利益率47.5％，前季42.5％，预估44.6％。台积电预计第四季度销售额261亿美元至269亿美元，市场预估249.4亿美元。预计第四季度毛利率57％至59％，市场预估54.7％。预计第四季度营业利益率46.5％至48.5％，市场预估44.3％。","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":410265490575488,"gmtCreate":1741172602242,"gmtModify":1741179985879,"author":{"id":"3470299457578349","authorId":"3470299457578349","name":"狗立立","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470299457578349","authorIdStr":"3470299457578349"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410265490575488","repostId":"1103212484","repostType":2,"repost":{"id":"1103212484","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1741157770,"share":"https://www.laohu8.com/m/news/1103212484?lang=&edition=full","pubTime":"2025-03-05 14:56","market":"us","language":"zh","title":"期权大单 | 特斯拉空头再迎“狂欢夜”，Put单大涨80%；美银期权成交放大2倍，一Put单暴涨11倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1103212484","media":"期权女巫","summary":"期权市场总成交量达63,652,886.张合约，远高于90天均值，其中看涨期权占比54%。标普指数ETF-SPY期权成交1412万张合约，其中看涨期权占比43.8%。","content":"<html><head></head><body><h2 id=\"id_4063152488\">一、市场概览</h2><p>本周二（3月4日）美股三大指数普跌，截至收盘道指跌1.55%，纳指跌0.35%，标普500指数跌1.22%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d903e160a7b956c96ad7be7e01f963de\" title=\"\" tg-width=\"1224\" tg-height=\"700\"/></p><p>期权市场总成交量达63,652,886张合约，远高于90天均值，其中看涨期权占比54%。标普指数ETF-SPY期权成交1412万张合约，其中看涨期权占比43.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f039005adf380a28e0d96141cb72526e\" title=\"\" tg-width=\"1881\" tg-height=\"534\"/></p><h2 id=\"id_2563921188\">二、期权总成交TOP10</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db48988b577c55beeae900e87cbd220e\" title=\"\" tg-width=\"1224\" tg-height=\"2712\"/></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 期权成交量509.66万张，看涨期权占比62.1%，公司股价隔夜收涨1.69%，看涨期权普遍走高。</p><p>3月7日到期行权价120美元的Call单‌‌ ‌<a href=\"https://laohu8.com/OPT/NVDA 20250307 120.0 CALL\" title=\"$NVDA 20250307 120.0 CALL$  \" target=\"_blank\" class=\"\">$NVDA 20250307 120.0 CALL$  </a>‌成交量高达21.6万，涨幅21.52%，同日到期的其他Call单‌涨幅都在20%左右：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a6cb1e55d8031d9f8f5389c4ccc349f\" title=\"\" tg-width=\"709\" tg-height=\"475\"/></p><p>消息面上，美东时间3月4日（周二）晚上9点，特朗普在国会联席会议上发表演讲重申，2022年通过的《芯片与科学法案（以下简称“芯片法案”）》是一项糟糕的协议，呼吁国会取消该法案的拨款，以减少赤字。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 期权成交量267.33万张，看涨期权占比50.8%，公司隔夜续跌4.43%，Put单纷纷大涨约80%，期权链上空头势力迎来狂欢夜，成交量榜单前三均为Put单：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb9cb59d7f7cc1bfb780a083aa36b706\" title=\"\" tg-width=\"550\" tg-height=\"348\"/></p><p>3月7日到期行权价250、260、270美元的Put单‌‌‌成交量均超过8万，其中‌ <a href=\"https://laohu8.com/OPT/TSLA 20250307 270.0 PUT\" title=\"$TSLA 20250307 270.0 PUT$  \" class=\"immutable-element\">$TSLA 20250307 270.0 PUT$ </a>隔夜涨74.54%，<a href=\"https://laohu8.com/OPT/TSLA 20250307 270.0 PUT\" title=\"$TSLA 20250307 270.0 PUT$  \" class=\"immutable-element\"> </a>‌‌<a href=\"https://laohu8.com/OPT/TSLA 20250307 260.0 PUT\" title=\"$TSLA 20250307 260.0 PUT$  \" class=\"immutable-element\">$TSLA 20250307 260.0 PUT$  </a>‌涨78.44%，同日到期行权价262.5美元的Put单‌‌涨超80%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2bcb6ac2dd94213eecf80a720795da7\" title=\"\" tg-width=\"709\" tg-height=\"411\"/></p><p>此前特朗普表示，周二他与美国三大汽车巨头进行了交谈，准备给予汽车贷款利息支付以税收优惠，但前提是汽车在美国制造。</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 期权成交量84.04万张，继续力压苹果位居成交量前五，看涨期权占比57.1%。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 期权成交量69.02万张，看涨期权占比43.5%，期权链上已逐步倒向空头市场，期权成交量榜单前三中有两张为看跌期权，市场对该股前景转为悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d500a1e98b6a3d393243c6c930df38b\" title=\"\" tg-width=\"567\" tg-height=\"349\"/></p><h2 id=\"id_3200920231\">三、异动观察</h2><p><a href=\"https://laohu8.com/S/TSM\">台积电</a> 期权成交量32.1万张，较90日均量放大1.9倍，隔夜台积电股价涨超4%，期权链上多头获利明显。</p><p>3月7日到期行权价185/190美元的Call单‌‌‌‌成交量都超过9000张，隔夜涨幅均在150%左右，同日到期行权价182.5美元的Call单 ‌<a href=\"https://laohu8.com/OPT/INTC 20250307 23.0 PUT\" title=\"$INTC 20250307 23.0 PUT$  \" class=\"immutable-element\">$INTC 20250307 23.0 PUT$  </a>‌成交量6880，涨幅‌达161.21%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35aa50715d42283e8f586e650e789268\" title=\"\" tg-width=\"708\" tg-height=\"412\"/></p><p>消息面上，摩根大通近日发布研报回应有关台积电CoWoS的砍单传闻，根据对供应链研究，该行认为最初的确高估2025年需求，但并不意味着存在需求问题。</p><p>此外，该行认为，由于台积电在AI加速器和边缘AI领域几乎处于垄断地位，结构性增长动力将依然强劲，并维持对该股的“增持”评级，将2025年12月的目标价设定为新台币1500元。</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a> 期权成交量30.05万张，较90日均量放大2倍，由于正股隔夜大跌超6%，期权链上空头获利明显，但整体看涨期权占比仍达到60.2%，市场对其前景仍偏向乐观。</p><p>3月7日到期的Put单涨幅均在500%以上，‌行权价42美元的Put单‌‌‌‌ ‌<a href=\"https://laohu8.com/OPT/BAC 20250307 42.0 PUT\" title=\"$BAC 20250307 42.0 PUT$  \" class=\"immutable-element\">$BAC 20250307 42.0 PUT$  </a>‌成交量超过3500张，涨幅‌高达1100%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7b4099e56a1083427c33895b726e09e\" title=\"\" tg-width=\"705\" tg-height=\"370\"/></p><p>成交量最高的是‌同日到期行权价44美元的Call单 <a href=\"https://laohu8.com/OPT/BAC 20250307 44.0 CALL\" title=\"$BAC 20250307 44.0 CALL$  \" class=\"immutable-element\">$BAC 20250307 44.0 CALL$  </a>，‌成交量超过1.3万，隔夜跌幅87.79%</p><p>消息面上，由于特朗普批评加拿大不允许美国银行在加拿大做生意，银行股集体走低。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单 | 特斯拉空头再迎“狂欢夜”，Put单大涨80%；美银期权成交放大2倍，一Put单暴涨11倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | 特斯拉空头再迎“狂欢夜”，Put单大涨80%；美银期权成交放大2倍，一Put单暴涨11倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2025-03-05 14:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_4063152488\">一、市场概览</h2><p>本周二（3月4日）美股三大指数普跌，截至收盘道指跌1.55%，纳指跌0.35%，标普500指数跌1.22%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d903e160a7b956c96ad7be7e01f963de\" title=\"\" tg-width=\"1224\" tg-height=\"700\"/></p><p>期权市场总成交量达63,652,886张合约，远高于90天均值，其中看涨期权占比54%。标普指数ETF-SPY期权成交1412万张合约，其中看涨期权占比43.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f039005adf380a28e0d96141cb72526e\" title=\"\" tg-width=\"1881\" tg-height=\"534\"/></p><h2 id=\"id_2563921188\">二、期权总成交TOP10</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db48988b577c55beeae900e87cbd220e\" title=\"\" tg-width=\"1224\" tg-height=\"2712\"/></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 期权成交量509.66万张，看涨期权占比62.1%，公司股价隔夜收涨1.69%，看涨期权普遍走高。</p><p>3月7日到期行权价120美元的Call单‌‌ ‌<a href=\"https://laohu8.com/OPT/NVDA 20250307 120.0 CALL\" title=\"$NVDA 20250307 120.0 CALL$  \" target=\"_blank\" class=\"\">$NVDA 20250307 120.0 CALL$  </a>‌成交量高达21.6万，涨幅21.52%，同日到期的其他Call单‌涨幅都在20%左右：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a6cb1e55d8031d9f8f5389c4ccc349f\" title=\"\" tg-width=\"709\" tg-height=\"475\"/></p><p>消息面上，美东时间3月4日（周二）晚上9点，特朗普在国会联席会议上发表演讲重申，2022年通过的《芯片与科学法案（以下简称“芯片法案”）》是一项糟糕的协议，呼吁国会取消该法案的拨款，以减少赤字。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 期权成交量267.33万张，看涨期权占比50.8%，公司隔夜续跌4.43%，Put单纷纷大涨约80%，期权链上空头势力迎来狂欢夜，成交量榜单前三均为Put单：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb9cb59d7f7cc1bfb780a083aa36b706\" title=\"\" tg-width=\"550\" tg-height=\"348\"/></p><p>3月7日到期行权价250、260、270美元的Put单‌‌‌成交量均超过8万，其中‌ <a href=\"https://laohu8.com/OPT/TSLA 20250307 270.0 PUT\" title=\"$TSLA 20250307 270.0 PUT$  \" class=\"immutable-element\">$TSLA 20250307 270.0 PUT$ </a>隔夜涨74.54%，<a href=\"https://laohu8.com/OPT/TSLA 20250307 270.0 PUT\" title=\"$TSLA 20250307 270.0 PUT$  \" class=\"immutable-element\"> </a>‌‌<a href=\"https://laohu8.com/OPT/TSLA 20250307 260.0 PUT\" title=\"$TSLA 20250307 260.0 PUT$  \" class=\"immutable-element\">$TSLA 20250307 260.0 PUT$  </a>‌涨78.44%，同日到期行权价262.5美元的Put单‌‌涨超80%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2bcb6ac2dd94213eecf80a720795da7\" title=\"\" tg-width=\"709\" tg-height=\"411\"/></p><p>此前特朗普表示，周二他与美国三大汽车巨头进行了交谈，准备给予汽车贷款利息支付以税收优惠，但前提是汽车在美国制造。</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 期权成交量84.04万张，继续力压苹果位居成交量前五，看涨期权占比57.1%。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 期权成交量69.02万张，看涨期权占比43.5%，期权链上已逐步倒向空头市场，期权成交量榜单前三中有两张为看跌期权，市场对该股前景转为悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d500a1e98b6a3d393243c6c930df38b\" title=\"\" tg-width=\"567\" tg-height=\"349\"/></p><h2 id=\"id_3200920231\">三、异动观察</h2><p><a href=\"https://laohu8.com/S/TSM\">台积电</a> 期权成交量32.1万张，较90日均量放大1.9倍，隔夜台积电股价涨超4%，期权链上多头获利明显。</p><p>3月7日到期行权价185/190美元的Call单‌‌‌‌成交量都超过9000张，隔夜涨幅均在150%左右，同日到期行权价182.5美元的Call单 ‌<a href=\"https://laohu8.com/OPT/INTC 20250307 23.0 PUT\" title=\"$INTC 20250307 23.0 PUT$  \" class=\"immutable-element\">$INTC 20250307 23.0 PUT$  </a>‌成交量6880，涨幅‌达161.21%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35aa50715d42283e8f586e650e789268\" title=\"\" tg-width=\"708\" tg-height=\"412\"/></p><p>消息面上，摩根大通近日发布研报回应有关台积电CoWoS的砍单传闻，根据对供应链研究，该行认为最初的确高估2025年需求，但并不意味着存在需求问题。</p><p>此外，该行认为，由于台积电在AI加速器和边缘AI领域几乎处于垄断地位，结构性增长动力将依然强劲，并维持对该股的“增持”评级，将2025年12月的目标价设定为新台币1500元。</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a> 期权成交量30.05万张，较90日均量放大2倍，由于正股隔夜大跌超6%，期权链上空头获利明显，但整体看涨期权占比仍达到60.2%，市场对其前景仍偏向乐观。</p><p>3月7日到期的Put单涨幅均在500%以上，‌行权价42美元的Put单‌‌‌‌ ‌<a href=\"https://laohu8.com/OPT/BAC 20250307 42.0 PUT\" title=\"$BAC 20250307 42.0 PUT$  \" class=\"immutable-element\">$BAC 20250307 42.0 PUT$  </a>‌成交量超过3500张，涨幅‌高达1100%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7b4099e56a1083427c33895b726e09e\" title=\"\" tg-width=\"705\" tg-height=\"370\"/></p><p>成交量最高的是‌同日到期行权价44美元的Call单 <a href=\"https://laohu8.com/OPT/BAC 20250307 44.0 CALL\" title=\"$BAC 20250307 44.0 CALL$  \" class=\"immutable-element\">$BAC 20250307 44.0 CALL$  </a>，‌成交量超过1.3万，隔夜跌幅87.79%</p><p>消息面上，由于特朗普批评加拿大不允许美国银行在加拿大做生意，银行股集体走低。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103212484","content_text":"一、市场概览本周二（3月4日）美股三大指数普跌，截至收盘道指跌1.55%，纳指跌0.35%，标普500指数跌1.22%。期权市场总成交量达63,652,886张合约，远高于90天均值，其中看涨期权占比54%。标普指数ETF-SPY期权成交1412万张合约，其中看涨期权占比43.8%。二、期权总成交TOP10英伟达 期权成交量509.66万张，看涨期权占比62.1%，公司股价隔夜收涨1.69%，看涨期权普遍走高。3月7日到期行权价120美元的Call单‌‌ ‌$NVDA 20250307 120.0 CALL$  ‌成交量高达21.6万，涨幅21.52%，同日到期的其他Call单‌涨幅都在20%左右：消息面上，美东时间3月4日（周二）晚上9点，特朗普在国会联席会议上发表演讲重申，2022年通过的《芯片与科学法案（以下简称“芯片法案”）》是一项糟糕的协议，呼吁国会取消该法案的拨款，以减少赤字。特斯拉 期权成交量267.33万张，看涨期权占比50.8%，公司隔夜续跌4.43%，Put单纷纷大涨约80%，期权链上空头势力迎来狂欢夜，成交量榜单前三均为Put单：3月7日到期行权价250、260、270美元的Put单‌‌‌成交量均超过8万，其中‌ $TSLA 20250307 270.0 PUT$ 隔夜涨74.54%， ‌‌$TSLA 20250307 260.0 PUT$  ‌涨78.44%，同日到期行权价262.5美元的Put单‌‌涨超80%：此前特朗普表示，周二他与美国三大汽车巨头进行了交谈，准备给予汽车贷款利息支付以税收优惠，但前提是汽车在美国制造。Palantir Technologies Inc. 期权成交量84.04万张，继续力压苹果位居成交量前五，看涨期权占比57.1%。苹果 期权成交量69.02万张，看涨期权占比43.5%，期权链上已逐步倒向空头市场，期权成交量榜单前三中有两张为看跌期权，市场对该股前景转为悲观。三、异动观察台积电 期权成交量32.1万张，较90日均量放大1.9倍，隔夜台积电股价涨超4%，期权链上多头获利明显。3月7日到期行权价185/190美元的Call单‌‌‌‌成交量都超过9000张，隔夜涨幅均在150%左右，同日到期行权价182.5美元的Call单 ‌$INTC 20250307 23.0 PUT$  ‌成交量6880，涨幅‌达161.21%：消息面上，摩根大通近日发布研报回应有关台积电CoWoS的砍单传闻，根据对供应链研究，该行认为最初的确高估2025年需求，但并不意味着存在需求问题。此外，该行认为，由于台积电在AI加速器和边缘AI领域几乎处于垄断地位，结构性增长动力将依然强劲，并维持对该股的“增持”评级，将2025年12月的目标价设定为新台币1500元。美国银行 期权成交量30.05万张，较90日均量放大2倍，由于正股隔夜大跌超6%，期权链上空头获利明显，但整体看涨期权占比仍达到60.2%，市场对其前景仍偏向乐观。3月7日到期的Put单涨幅均在500%以上，‌行权价42美元的Put单‌‌‌‌ ‌$BAC 20250307 42.0 PUT$  ‌成交量超过3500张，涨幅‌高达1100%：成交量最高的是‌同日到期行权价44美元的Call单 $BAC 20250307 44.0 CALL$  ，‌成交量超过1.3万，隔夜跌幅87.79%消息面上，由于特朗普批评加拿大不允许美国银行在加拿大做生意，银行股集体走低。","news_type":1,"symbols_score_info":{"AAPL":1.1,"BAC":1.1,"NVDA":1.1,"PLTR":1.1,"TSLA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360937219485784,"gmtCreate":1729144741997,"gmtModify":1729145130241,"author":{"id":"3470299457578349","authorId":"3470299457578349","name":"狗立立","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470299457578349","authorIdStr":"3470299457578349"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360937219485784","repostId":"1167759666","repostType":2,"repost":{"id":"1167759666","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729152189,"share":"https://www.laohu8.com/m/news/1167759666?lang=&edition=full","pubTime":"2024-10-17 16:03","market":"us","language":"zh","title":"台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1167759666","media":"老虎资讯综合","summary":"第三季度毛利率57.8％，预估54.8％。","content":"<html><head></head><body><p>10月17日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>盘前大涨近7%。财报显示，台积电第三季度净利润3,253亿元台币，同比增长54%，预估2,993亿元台币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a0e48a3d2bb9c5835a06db368bc1cc1\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>第三季度销售额7,596.9亿元台币，同比增长39%，预估7,510.6亿元台币</p><p>第三季度营业利润3,607.7亿元台币，同比增长58%，预估3,308.2亿元台币。</p><p>第三季度毛利率57.8％，预估54.8％，前季53.2％。</p><p>第三季度营业利益率47.5％，前季42.5％，预估44.6％。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d98bcd2e7e8560825a41733daf1add58\" tg-width=\"1080\" tg-height=\"1080\"/></p><p><strong>台积电预计第四季度销售额261亿美元至269亿美元，市场预估249.4亿美元。</strong></p><p>预计第四季度毛利率57％至59％，市场预估54.7％。</p><p>预计第四季度营业利益率46.5％至48.5％，市场预估44.3％。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电盘前大涨，Q3营收同比增长39%，Q4指引超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-17 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月17日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>盘前大涨近7%。财报显示，台积电第三季度净利润3,253亿元台币，同比增长54%，预估2,993亿元台币。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a0e48a3d2bb9c5835a06db368bc1cc1\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p>第三季度销售额7,596.9亿元台币，同比增长39%，预估7,510.6亿元台币</p><p>第三季度营业利润3,607.7亿元台币，同比增长58%，预估3,308.2亿元台币。</p><p>第三季度毛利率57.8％，预估54.8％，前季53.2％。</p><p>第三季度营业利益率47.5％，前季42.5％，预估44.6％。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d98bcd2e7e8560825a41733daf1add58\" tg-width=\"1080\" tg-height=\"1080\"/></p><p><strong>台积电预计第四季度销售额261亿美元至269亿美元，市场预估249.4亿美元。</strong></p><p>预计第四季度毛利率57％至59％，市场预估54.7％。</p><p>预计第四季度营业利益率46.5％至48.5％，市场预估44.3％。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167759666","content_text":"10月17日，台积电盘前大涨近7%。财报显示，台积电第三季度净利润3,253亿元台币，同比增长54%，预估2,993亿元台币。第三季度销售额7,596.9亿元台币，同比增长39%，预估7,510.6亿元台币第三季度营业利润3,607.7亿元台币，同比增长58%，预估3,308.2亿元台币。第三季度毛利率57.8％，预估54.8％，前季53.2％。第三季度营业利益率47.5％，前季42.5％，预估44.6％。台积电预计第四季度销售额261亿美元至269亿美元，市场预估249.4亿美元。预计第四季度毛利率57％至59％，市场预估54.7％。预计第四季度营业利益率46.5％至48.5％，市场预估44.3％。","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}