Madagascar P的个人主页 - 老虎社区

Madagascar P

Madagascar P

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IP属地：北京

59关注

15粉丝

3主题

0勋章

04-18 07:37

$NVDA 20260424 215.0 CALL$ 感觉芯片也该轮到达子来点了吧

04-14

$MU 20260417 410.0 PUT$ 继续看多

04-14

$MU 20260424 380.0 PUT$ 上个月亏的快回本了

04-13

$英伟达(NVDA)$ 持股体验太差了，一直横盘大半年了

04-13

除了达子自己，所有概念股都走得好

异动解读 | 英伟达概念股上扬，NEBIUS盘中大涨5.09%

04-08

$英伟达(NVDA)$ 达子终于站上了10月均线，横盘了半年了，该启动了

04-02

$TCH.HK 20260402 500.00 CALL$ 火中取栗

04-01

$UVXY 20260402 65.0 CALL$ 周末的三天风险，还是得躲一下

04-01

$美光科技(MU)$ 我就不信FPE个位数还没跌到哪儿去！

03-27

$MU 20260327 400.0 PUT$ 被行权了，为了600，亏了3000

03-23

$UVXY 20260327 58.0 CALL$ 见好就收吧

03-12

$台积电(TSM)$ 这是要打仗还是怎么滴，难得见它跌4个点

03-11

$ORCL 20260313 135.0 PUT$ 运气好

03-11

$ORCL 20260313 135.0 PUT$ 看了财报感觉是跌不到位了

03-09

这个11.5%波动幅度是怎么算出来的呢

期权策略 | 甲骨文财报在即，期权IV定价约12%波动，160美元Call OI值得关注

03-09

$TCH.HK 20260313 500.00 PUT$ 当天饭前

03-02

$PLTR 20260306 122.0 PUT$ 刀口舔血

03-02

AI大脑看来也不靠谱啊

地缘冲突波及科技巨头：亚马逊(AMZN.US)阿联酋数据中心遭袭起火，全球云服务供应链承压

02-27

哈哈哈哈

02-27

$PLTR 20260306 122.0 PUT$ 大炮一响，黄金万两

去老虎APP查看更多动态

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感觉芯片也该轮到达子来点了吧","images":[{"img":"https://static.tigerbbs.com/de3bfee6d0401fa8e532ad01090ad889","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554739619247056","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":553563736094552,"gmtCreate":1776182034264,"gmtModify":1776182046791,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/MU 20260417 410.0 PUT\">$MU 20260417 410.0 PUT$</a> 继续看多","listText":"<a href=\"https://laohu8.com/OPT/MU 20260417 410.0 PUT\">$MU 20260417 410.0 PUT$</a> 继续看多","text":"$MU 20260417 410.0 PUT$ 继续看多","images":[{"img":"https://static.tigerbbs.com/bcc7d31fbfd5e56f8eb1657cdb07add6","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553563736094552","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":553332101592800,"gmtCreate":1776125482065,"gmtModify":1776125484961,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/MU 20260424 380.0 PUT\">$MU 20260424 380.0 PUT$</a> 上个月亏的快回本了","listText":"<a href=\"https://laohu8.com/OPT/MU 20260424 380.0 PUT\">$MU 20260424 380.0 PUT$</a> 上个月亏的快回本了","text":"$MU 20260424 380.0 PUT$ 上个月亏的快回本了","images":[{"img":"https://static.tigerbbs.com/8d3f2051a71cb87014064ba76a1077f4","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553332101592800","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":553192577616064,"gmtCreate":1776091421765,"gmtModify":1776091423954,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 持股体验太差了，一直横盘大半年了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 持股体验太差了，一直横盘大半年了","text":"$英伟达(NVDA)$ 持股体验太差了，一直横盘大半年了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/553192577616064","isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3553256311875125","idStr":"3553256311875125"},"content":"英伟达已经到头了，财务把戏预计1年内要露馅","text":"英伟达已经到头了，财务把戏预计1年内要露馅","html":"英伟达已经到头了，财务把戏预计1年内要露馅"},{"author":{"id":"3455967323479283","authorId":"3455967323479283","name":"有认知却没钱了","avatar":"https://static.tigerbbs.com/8928a2c393f886c12fe587ec81fb5cfc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3455967323479283","idStr":"3455967323479283"},"content":"我们进场太晚了 别人运气好 美国人幸福太久了","text":"我们进场太晚了 别人运气好 美国人幸福太久了","html":"我们进场太晚了 别人运气好 美国人幸福太久了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553191379677216,"gmtCreate":1776091135133,"gmtModify":1776091137721,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"除了达子自己，所有概念股都走得好","listText":"除了达子自己，所有概念股都走得好","text":"除了达子自己，所有概念股都走得好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553191379677216","repostId":"1132947996","repostType":2,"repost":{"id":"1132947996","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1776088749,"share":"https://www.laohu8.com/m/news/1132947996?lang=zh_CN&edition=full","pubTime":"2026-04-13 21:59","market":"nz","language":"zh","title":"异动解读 | 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21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEBIUS（股票代码：NBIS）今日盘中大幅上涨5.09%，引起市场关注。</p><p>消息面上，作为英伟达概念股之一，NEBIUS随该板块整体走强而上涨。相关报道指出，英伟达概念股在交易时段内普遍上扬，带动了NEBIUS的股价表现。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIS":"NEBIUS"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132947996","content_text":"NEBIUS（股票代码：NBIS）今日盘中大幅上涨5.09%，引起市场关注。消息面上，作为英伟达概念股之一，NEBIUS随该板块整体走强而上涨。相关报道指出，英伟达概念股在交易时段内普遍上扬，带动了NEBIUS的股价表现。","news_type":1,"symbols_score_info":{"NBIS":1}},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551305849295912,"gmtCreate":1775617991452,"gmtModify":1775617993391,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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href=\"https://laohu8.com/OPT/UVXY 20260327 58.0 CALL\">$UVXY 20260327 58.0 CALL$</a> 见好就收吧","listText":"<a href=\"https://laohu8.com/OPT/UVXY 20260327 58.0 CALL\">$UVXY 20260327 58.0 CALL$</a> 见好就收吧","text":"$UVXY 20260327 58.0 CALL$ 见好就收吧","images":[{"img":"https://static.tigerbbs.com/bbc9d794aa61026c0c68643e52699d89","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545849306589128","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":541897789310392,"gmtCreate":1773324766872,"gmtModify":1773324769051,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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运气好","images":[{"img":"https://static.tigerbbs.com/ceda2245ee994d7233197a3ec1342e7c","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541534547312736","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":541327499437288,"gmtCreate":1773185533732,"gmtModify":1773185545857,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/ORCL 20260313 135.0 PUT\">$ORCL 20260313 135.0 PUT$</a> 看了财报感觉是跌不到位了","listText":"<a href=\"https://laohu8.com/OPT/ORCL 20260313 135.0 PUT\">$ORCL 20260313 135.0 PUT$</a> 看了财报感觉是跌不到位了","text":"$ORCL 20260313 135.0 PUT$ 看了财报感觉是跌不到位了","images":[{"img":"https://static.tigerbbs.com/d40c85a8357960e64fe2fb041dfa17be","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541327499437288","isVote":1,"tweetType":1,"viewCount":1999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":540979314647576,"gmtCreate":1773058217547,"gmtModify":1773058219849,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"这个11.5%波动幅度是怎么算出来的呢","listText":"这个11.5%波动幅度是怎么算出来的呢","text":"这个11.5%波动幅度是怎么算出来的呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/540979314647576","repostId":"1172676689","repostType":4,"repost":{"id":"1172676689","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":1773039624,"share":"https://www.laohu8.com/m/news/1172676689?lang=zh_CN&edition=full","pubTime":"2026-03-09 15:00","market":"us","language":"zh","title":"期权策略 | 甲骨文财报在即，期权IV定价约12%波动，160美元Call OI值得关注","url":"https://stock-news.laohu8.com/highlight/detail?id=1172676689","media":"期权女巫","summary":"甲骨文$$将于3月10日盘后发布最新季度财报。财报发布前夕，期权市场已为潜在的剧烈波动做好准备，为投资者提供了利用高波动环境进行策略性布局的机会。这反映了市场对财报后股价可能发生剧烈波动的强烈预期。结论：甲骨文财报前夕，期权市场定价已包含超过±13%的巨幅波动预期。","content":"<html><head></head><body><p>甲骨文<a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>将于3月10日盘后发布最新季度财报。作为企业软件与云服务巨头，其业绩表现，尤其是在AI浪潮下的云基础设施（OCI）增长，备受市场关注。财报发布前夕，期权市场已为潜在的剧烈波动做好准备，为投资者提供了利用高波动环境进行策略性布局的机会。</p><h2 id=\"id_3453251953\">一、 财报核心看点与市场预期</h2><p>市场一致预期：</p><ul style=\"\"><li><p><strong>总收入</strong>：约169.10亿美元，同比增长约17.52%。</p></li><li><p><strong>调整后每股收益（EPS）</strong>：约1.71美元，同比增长约14.24%。</p></li><li><p><strong>息税前利润（EBIT）</strong>：约72.12亿美元，同比增长约15.41%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a32db569e00c6c328914b297cffae50\" title=\"\" tg-width=\"1170\" tg-height=\"660\"/></p><p><strong>关键关注点：</strong></p><ul style=\"\"><li><p><strong>云基础设施（OCI）与AI动能</strong>：市场将聚焦于大型语言模型/生成式AI训练与推理需求带来的OCI增长、GPU算力供给的爬坡情况，以及与生态伙伴合作的落地节奏。</p></li><li><p><strong>云应用与数据库</strong>：Fusion/NetSuite等核心SaaS产品的续费与新签势头，以及数据库业务向云端迁移和订阅化转型对收入质量与毛利率的影响。</p></li><li><p><strong>医疗健康（Cerner）整合</strong>：该业务的订单与收入恢复情况，以及成本协同效应带来的利润率改善路径。</p></li><li><p><strong>经营指标</strong>：剩余履约义务（RPO）的增长将揭示云业务的未来可见性，同时自由现金流和股东回报政策也是关注焦点。</p></li></ul><p><strong>说明</strong>：管理层在上一季度未提供本季度的具体业绩指引，投资者需在财报前留意公司官方更新。</p><h2 id=\"id_410776996\">二、 期权市场：高波动预期与看涨情绪交织</h2><p>截至数据统计日，ORCL期权市场呈现以下特征：</p><ul style=\"\"><li><p><strong>极高的隐含波动率（IV）</strong>：财报当周期权IV高达<strong>118.24%</strong>，处于极端水平。这反映了市场对财报后股价可能发生剧烈波动的强烈预期。</p></li><li><p><strong>市场情绪整体偏多</strong>：看跌/看涨未平仓合约（OI）比率约为 <strong>1:2.96</strong>，显示看涨期权的总持仓量远超看跌期权。</p></li><li><p><strong>关键博弈价位</strong>：行权价<strong>160美元</strong>的看涨期权未平仓量最高（6,878手），成为上方的关键阻力信号。同时，行权价<strong>150美元</strong>的看跌期权也有显著持仓（2,051手）。</p></li><li><p><strong>预期波动幅度</strong>：基于当前极高的IV计算，市场押注财报后至3月13日到期（约4天）的股价预期波动区间为 <strong>135.01美元至170.08美元</strong>，波动幅度高达 <strong>±11.5%</strong>。</p></li></ul><p>在这种“IV爆表”的环境下，直接买入期权的成本极其高昂，风险巨大。采用<strong>价差策略（Spread）</strong>，在表达方向性观点的同时，能够有效控制成本和锁定最大风险，是更为理性的选择。</p><h3 id=\"id_2719482404\">策略一：牛市看涨价差 —— 温和看涨，博弈关键阻力</h3><ul style=\"\"><li><p><strong>适用观点</strong>：看好财报表现，预期股价将上涨，但认为短期突破$160阻力位存在压力，希望以明确且有限的成本参与上涨行情。</p></li><li><p><strong>策略构建</strong>：</p><ul style=\"\"><li><p><strong>买入</strong> 1张 ORCL 2026-03-13 $155.00 Call</p></li><li><p><strong>卖出</strong> 1张 ORCL 2026-03-13 $160.00 Call</p></li></ul></li><li><p><strong>策略逻辑</strong>：</p><ul style=\"\"><li><p><strong>成本可控</strong>：通过卖出$160 Call获得权利金，大幅抵消买入$155 Call的成本，将净支出降至 <strong>$2.26/股</strong>。</p></li><li><p><strong>风险收益明确</strong>：最大亏损锁定为净成本$2.26；最大盈利为价差减去净成本，即 <strong>$2.74/股</strong>（当股价≥$160时）。</p></li><li><p><strong>贴合市场信号</strong>：买入的$155 Call对应了市场关键Put OI支撑位；卖出的$160 Call直接针对未平仓量最高的Call OI阻力区，精准利用市场共识价位。</p></li></ul></li><li><p><strong>损益要点</strong>：</p><ul style=\"\"><li><p><strong>最大盈利</strong>：$2.74/股</p></li><li><p><strong>最大亏损</strong>：$2.26/股</p></li><li><p><strong>盈亏平衡点</strong>：$157.26</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cef08e82537ede3b78ab1c60bcbe2e68\" title=\"\" tg-width=\"828\" tg-height=\"907\"/></p></li><li><p><strong>小结</strong>：该策略以有限风险博弈股价上涨至$157.26至$160区间，适合认为财报能推动股价上涨但难以形成爆炸性突破的投资者。</p></li></ul><h3 id=\"id_4250951046\">策略二：熊市看涨价差 —— 中性偏空，收取高额权利金</h3><ul style=\"\"><li><p><strong>适用观点</strong>：认为财报后股价难以大幅上涨，可能遇阻回落或横盘整理，希望利用极高的IV环境卖出期权，收取丰厚的时间价值。</p></li><li><p><strong>策略构建</strong>：</p><ul style=\"\"><li><p><strong>卖出</strong> 1张 ORCL 2026-03-13 $165.00 Call</p></li><li><p><strong>买入</strong> 1张 ORCL 2026-03-13 $170.00 Call</p></li></ul></li><li><p><strong>策略逻辑</strong>：</p><ul style=\"\"><li><p><strong>高IV下卖权</strong>：在IV处于极端高位时卖出虚值Call（$165），可以收取高额权利金，初始获得 <strong>$1.25/股</strong>的净信用。</p></li><li><p><strong>风险完全锁定</strong>：买入更高行权价（$170）的Call，完全对冲了股价暴涨的无限风险，将最大亏损限定在 <strong>$3.75/股</strong>。</p></li><li><p><strong>基于阻力布局</strong>：卖出的$165 Call位于关键阻力位$160上方，提供了缓冲空间。只要到期股价不涨破$166.25即可盈利。</p></li></ul></li><li><p><strong>损益要点</strong>：</p><ul style=\"\"><li><p><strong>最大盈利</strong>：$1.25/股（当股价≤$165时）</p></li><li><p><strong>最大亏损</strong>：$3.75/股（当股价≥$185时）</p></li><li><p><strong>盈亏平衡点</strong>：$166.25</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/38ffdde1412d147571ea6f5577004d88\" title=\"\" tg-width=\"828\" tg-height=\"913\"/></p></li><li><p><strong>小结</strong>：这是典型的“卖高波动率”策略，在股价上涨动能可能不足的预期下，通过构建价差在收取权利金的同时锁定了上行风险，胜率较高。</p></li></ul><h2 id=\"id_3455102025\">四、 风险提示</h2><ul style=\"\"><li><p><strong>方向性风险</strong>：任何价差策略的核心仍是方向判断。若股价走势与预期相反，将面临亏损。</p></li><li><p><strong>波动率坍塌风险</strong>：财报后无论涨跌，IV通常都会从极端高位骤降，这对所有期权多头头寸都不利，但对价差策略的影响相对可控。</p></li><li><p><strong>价差空间限制</strong>：价差策略以牺牲无限潜在盈利为代价，换取了风险的确定性。若股价出现远超预期的单边行情，策略盈利有限。</p></li><li><p><strong>流动性风险</strong>：尽管所选行权价OI较高，但在极端行情中，买卖价差可能扩大，影响开仓和平仓效率。</p></li></ul><p><strong>结论</strong>：甲骨文财报前夕，期权市场定价已包含超过±11.5%的巨幅波动预期。对于投资者而言，在如此高的IV环境下，采用<strong>牛市看涨价差</strong>或<strong>熊市看涨价差</strong>策略，能够以可控的成本和既定的风险，分别布局温和看涨或中性偏空的市场观点。投资者应根据自身对财报结果的研判，选择相匹配的策略，在这家科技巨头的业绩风暴中寻求结构化的交易机会。</p><p><strong>免责声明</strong>：以上分析基于公开数据及市场一致预期，所有策略示例均为基于中间价的理论测算，不构成任何投资建议。期权交易风险极高，可能导致本金全部损失，投资者需结合市场变化综合考虑。</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>期权策略 | 甲骨文财报在即，期权IV定价约12%波动，160美元Call OI值得关注</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期权策略 | 甲骨文财报在即，期权IV定价约12%波动，160美元Call OI值得关注\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\">2026-03-09 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>甲骨文<a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>将于3月10日盘后发布最新季度财报。作为企业软件与云服务巨头，其业绩表现，尤其是在AI浪潮下的云基础设施（OCI）增长，备受市场关注。财报发布前夕，期权市场已为潜在的剧烈波动做好准备，为投资者提供了利用高波动环境进行策略性布局的机会。</p><h2 id=\"id_3453251953\">一、 财报核心看点与市场预期</h2><p>市场一致预期：</p><ul style=\"\"><li><p><strong>总收入</strong>：约169.10亿美元，同比增长约17.52%。</p></li><li><p><strong>调整后每股收益（EPS）</strong>：约1.71美元，同比增长约14.24%。</p></li><li><p><strong>息税前利润（EBIT）</strong>：约72.12亿美元，同比增长约15.41%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a32db569e00c6c328914b297cffae50\" title=\"\" tg-width=\"1170\" tg-height=\"660\"/></p><p><strong>关键关注点：</strong></p><ul style=\"\"><li><p><strong>云基础设施（OCI）与AI动能</strong>：市场将聚焦于大型语言模型/生成式AI训练与推理需求带来的OCI增长、GPU算力供给的爬坡情况，以及与生态伙伴合作的落地节奏。</p></li><li><p><strong>云应用与数据库</strong>：Fusion/NetSuite等核心SaaS产品的续费与新签势头，以及数据库业务向云端迁移和订阅化转型对收入质量与毛利率的影响。</p></li><li><p><strong>医疗健康（Cerner）整合</strong>：该业务的订单与收入恢复情况，以及成本协同效应带来的利润率改善路径。</p></li><li><p><strong>经营指标</strong>：剩余履约义务（RPO）的增长将揭示云业务的未来可见性，同时自由现金流和股东回报政策也是关注焦点。</p></li></ul><p><strong>说明</strong>：管理层在上一季度未提供本季度的具体业绩指引，投资者需在财报前留意公司官方更新。</p><h2 id=\"id_410776996\">二、 期权市场：高波动预期与看涨情绪交织</h2><p>截至数据统计日，ORCL期权市场呈现以下特征：</p><ul style=\"\"><li><p><strong>极高的隐含波动率（IV）</strong>：财报当周期权IV高达<strong>118.24%</strong>，处于极端水平。这反映了市场对财报后股价可能发生剧烈波动的强烈预期。</p></li><li><p><strong>市场情绪整体偏多</strong>：看跌/看涨未平仓合约（OI）比率约为 <strong>1:2.96</strong>，显示看涨期权的总持仓量远超看跌期权。</p></li><li><p><strong>关键博弈价位</strong>：行权价<strong>160美元</strong>的看涨期权未平仓量最高（6,878手），成为上方的关键阻力信号。同时，行权价<strong>150美元</strong>的看跌期权也有显著持仓（2,051手）。</p></li><li><p><strong>预期波动幅度</strong>：基于当前极高的IV计算，市场押注财报后至3月13日到期（约4天）的股价预期波动区间为 <strong>135.01美元至170.08美元</strong>，波动幅度高达 <strong>±11.5%</strong>。</p></li></ul><p>在这种“IV爆表”的环境下，直接买入期权的成本极其高昂，风险巨大。采用<strong>价差策略（Spread）</strong>，在表达方向性观点的同时，能够有效控制成本和锁定最大风险，是更为理性的选择。</p><h3 id=\"id_2719482404\">策略一：牛市看涨价差 —— 温和看涨，博弈关键阻力</h3><ul style=\"\"><li><p><strong>适用观点</strong>：看好财报表现，预期股价将上涨，但认为短期突破$160阻力位存在压力，希望以明确且有限的成本参与上涨行情。</p></li><li><p><strong>策略构建</strong>：</p><ul style=\"\"><li><p><strong>买入</strong> 1张 ORCL 2026-03-13 $155.00 Call</p></li><li><p><strong>卖出</strong> 1张 ORCL 2026-03-13 $160.00 Call</p></li></ul></li><li><p><strong>策略逻辑</strong>：</p><ul style=\"\"><li><p><strong>成本可控</strong>：通过卖出$160 Call获得权利金，大幅抵消买入$155 Call的成本，将净支出降至 <strong>$2.26/股</strong>。</p></li><li><p><strong>风险收益明确</strong>：最大亏损锁定为净成本$2.26；最大盈利为价差减去净成本，即 <strong>$2.74/股</strong>（当股价≥$160时）。</p></li><li><p><strong>贴合市场信号</strong>：买入的$155 Call对应了市场关键Put OI支撑位；卖出的$160 Call直接针对未平仓量最高的Call OI阻力区，精准利用市场共识价位。</p></li></ul></li><li><p><strong>损益要点</strong>：</p><ul style=\"\"><li><p><strong>最大盈利</strong>：$2.74/股</p></li><li><p><strong>最大亏损</strong>：$2.26/股</p></li><li><p><strong>盈亏平衡点</strong>：$157.26</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cef08e82537ede3b78ab1c60bcbe2e68\" title=\"\" tg-width=\"828\" tg-height=\"907\"/></p></li><li><p><strong>小结</strong>：该策略以有限风险博弈股价上涨至$157.26至$160区间，适合认为财报能推动股价上涨但难以形成爆炸性突破的投资者。</p></li></ul><h3 id=\"id_4250951046\">策略二：熊市看涨价差 —— 中性偏空，收取高额权利金</h3><ul style=\"\"><li><p><strong>适用观点</strong>：认为财报后股价难以大幅上涨，可能遇阻回落或横盘整理，希望利用极高的IV环境卖出期权，收取丰厚的时间价值。</p></li><li><p><strong>策略构建</strong>：</p><ul style=\"\"><li><p><strong>卖出</strong> 1张 ORCL 2026-03-13 $165.00 Call</p></li><li><p><strong>买入</strong> 1张 ORCL 2026-03-13 $170.00 Call</p></li></ul></li><li><p><strong>策略逻辑</strong>：</p><ul style=\"\"><li><p><strong>高IV下卖权</strong>：在IV处于极端高位时卖出虚值Call（$165），可以收取高额权利金，初始获得 <strong>$1.25/股</strong>的净信用。</p></li><li><p><strong>风险完全锁定</strong>：买入更高行权价（$170）的Call，完全对冲了股价暴涨的无限风险，将最大亏损限定在 <strong>$3.75/股</strong>。</p></li><li><p><strong>基于阻力布局</strong>：卖出的$165 Call位于关键阻力位$160上方，提供了缓冲空间。只要到期股价不涨破$166.25即可盈利。</p></li></ul></li><li><p><strong>损益要点</strong>：</p><ul style=\"\"><li><p><strong>最大盈利</strong>：$1.25/股（当股价≤$165时）</p></li><li><p><strong>最大亏损</strong>：$3.75/股（当股价≥$185时）</p></li><li><p><strong>盈亏平衡点</strong>：$166.25</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/38ffdde1412d147571ea6f5577004d88\" title=\"\" tg-width=\"828\" tg-height=\"913\"/></p></li><li><p><strong>小结</strong>：这是典型的“卖高波动率”策略，在股价上涨动能可能不足的预期下，通过构建价差在收取权利金的同时锁定了上行风险，胜率较高。</p></li></ul><h2 id=\"id_3455102025\">四、 风险提示</h2><ul style=\"\"><li><p><strong>方向性风险</strong>：任何价差策略的核心仍是方向判断。若股价走势与预期相反，将面临亏损。</p></li><li><p><strong>波动率坍塌风险</strong>：财报后无论涨跌，IV通常都会从极端高位骤降，这对所有期权多头头寸都不利，但对价差策略的影响相对可控。</p></li><li><p><strong>价差空间限制</strong>：价差策略以牺牲无限潜在盈利为代价，换取了风险的确定性。若股价出现远超预期的单边行情，策略盈利有限。</p></li><li><p><strong>流动性风险</strong>：尽管所选行权价OI较高，但在极端行情中，买卖价差可能扩大，影响开仓和平仓效率。</p></li></ul><p><strong>结论</strong>：甲骨文财报前夕，期权市场定价已包含超过±11.5%的巨幅波动预期。对于投资者而言，在如此高的IV环境下，采用<strong>牛市看涨价差</strong>或<strong>熊市看涨价差</strong>策略，能够以可控的成本和既定的风险，分别布局温和看涨或中性偏空的市场观点。投资者应根据自身对财报结果的研判，选择相匹配的策略，在这家科技巨头的业绩风暴中寻求结构化的交易机会。</p><p><strong>免责声明</strong>：以上分析基于公开数据及市场一致预期，所有策略示例均为基于中间价的理论测算，不构成任何投资建议。期权交易风险极高，可能导致本金全部损失，投资者需结合市场变化综合考虑。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ceb2899b8b9ad8669e9efb160df01ce4","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172676689","content_text":"甲骨文$(ORCL)$将于3月10日盘后发布最新季度财报。作为企业软件与云服务巨头，其业绩表现，尤其是在AI浪潮下的云基础设施（OCI）增长，备受市场关注。财报发布前夕，期权市场已为潜在的剧烈波动做好准备，为投资者提供了利用高波动环境进行策略性布局的机会。一、 财报核心看点与市场预期市场一致预期：总收入：约169.10亿美元，同比增长约17.52%。调整后每股收益（EPS）：约1.71美元，同比增长约14.24%。息税前利润（EBIT）：约72.12亿美元，同比增长约15.41%。关键关注点：云基础设施（OCI）与AI动能：市场将聚焦于大型语言模型/生成式AI训练与推理需求带来的OCI增长、GPU算力供给的爬坡情况，以及与生态伙伴合作的落地节奏。云应用与数据库：Fusion/NetSuite等核心SaaS产品的续费与新签势头，以及数据库业务向云端迁移和订阅化转型对收入质量与毛利率的影响。医疗健康（Cerner）整合：该业务的订单与收入恢复情况，以及成本协同效应带来的利润率改善路径。经营指标：剩余履约义务（RPO）的增长将揭示云业务的未来可见性，同时自由现金流和股东回报政策也是关注焦点。说明：管理层在上一季度未提供本季度的具体业绩指引，投资者需在财报前留意公司官方更新。二、 期权市场：高波动预期与看涨情绪交织截至数据统计日，ORCL期权市场呈现以下特征：极高的隐含波动率（IV）：财报当周期权IV高达118.24%，处于极端水平。这反映了市场对财报后股价可能发生剧烈波动的强烈预期。市场情绪整体偏多：看跌/看涨未平仓合约（OI）比率约为 1:2.96，显示看涨期权的总持仓量远超看跌期权。关键博弈价位：行权价160美元的看涨期权未平仓量最高（6,878手），成为上方的关键阻力信号。同时，行权价150美元的看跌期权也有显著持仓（2,051手）。预期波动幅度：基于当前极高的IV计算，市场押注财报后至3月13日到期（约4天）的股价预期波动区间为 135.01美元至170.08美元，波动幅度高达 ±11.5%。在这种“IV爆表”的环境下，直接买入期权的成本极其高昂，风险巨大。采用价差策略（Spread），在表达方向性观点的同时，能够有效控制成本和锁定最大风险，是更为理性的选择。策略一：牛市看涨价差 —— 温和看涨，博弈关键阻力适用观点：看好财报表现，预期股价将上涨，但认为短期突破$160阻力位存在压力，希望以明确且有限的成本参与上涨行情。策略构建：买入 1张 ORCL 2026-03-13 $155.00 Call卖出 1张 ORCL 2026-03-13 $160.00 Call策略逻辑：成本可控：通过卖出$160 Call获得权利金，大幅抵消买入$155 Call的成本，将净支出降至 $2.26/股。风险收益明确：最大亏损锁定为净成本$2.26；最大盈利为价差减去净成本，即 $2.74/股（当股价≥$160时）。贴合市场信号：买入的$155 Call对应了市场关键Put OI支撑位；卖出的$160 Call直接针对未平仓量最高的Call OI阻力区，精准利用市场共识价位。损益要点：最大盈利：$2.74/股最大亏损：$2.26/股盈亏平衡点：$157.26小结：该策略以有限风险博弈股价上涨至$157.26至$160区间，适合认为财报能推动股价上涨但难以形成爆炸性突破的投资者。策略二：熊市看涨价差 —— 中性偏空，收取高额权利金适用观点：认为财报后股价难以大幅上涨，可能遇阻回落或横盘整理，希望利用极高的IV环境卖出期权，收取丰厚的时间价值。策略构建：卖出 1张 ORCL 2026-03-13 $165.00 Call买入 1张 ORCL 2026-03-13 $170.00 Call策略逻辑：高IV下卖权：在IV处于极端高位时卖出虚值Call（$165），可以收取高额权利金，初始获得 $1.25/股的净信用。风险完全锁定：买入更高行权价（$170）的Call，完全对冲了股价暴涨的无限风险，将最大亏损限定在 $3.75/股。基于阻力布局：卖出的$165 Call位于关键阻力位$160上方，提供了缓冲空间。只要到期股价不涨破$166.25即可盈利。损益要点：最大盈利：$1.25/股（当股价≤$165时）最大亏损：$3.75/股（当股价≥$185时）盈亏平衡点：$166.25小结：这是典型的“卖高波动率”策略，在股价上涨动能可能不足的预期下，通过构建价差在收取权利金的同时锁定了上行风险，胜率较高。四、 风险提示方向性风险：任何价差策略的核心仍是方向判断。若股价走势与预期相反，将面临亏损。波动率坍塌风险：财报后无论涨跌，IV通常都会从极端高位骤降，这对所有期权多头头寸都不利，但对价差策略的影响相对可控。价差空间限制：价差策略以牺牲无限潜在盈利为代价，换取了风险的确定性。若股价出现远超预期的单边行情，策略盈利有限。流动性风险：尽管所选行权价OI较高，但在极端行情中，买卖价差可能扩大，影响开仓和平仓效率。结论：甲骨文财报前夕，期权市场定价已包含超过±11.5%的巨幅波动预期。对于投资者而言，在如此高的IV环境下，采用牛市看涨价差或熊市看涨价差策略，能够以可控的成本和既定的风险，分别布局温和看涨或中性偏空的市场观点。投资者应根据自身对财报结果的研判，选择相匹配的策略，在这家科技巨头的业绩风暴中寻求结构化的交易机会。免责声明：以上分析基于公开数据及市场一致预期，所有策略示例均为基于中间价的理论测算，不构成任何投资建议。期权交易风险极高，可能导致本金全部损失，投资者需结合市场变化综合考虑。","news_type":1,"symbols_score_info":{"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667635165330","authorId":"3527667635165330","name":"期权女巫","avatar":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667635165330","idStr":"3527667635165330"},"content":"是用当周整体IV乘以到期日加权，这个波动范围还可以算出股价预计波动范围，以此帮助选择更合适的行权价，预计财报后约有68%概率落在这个股价区间~","text":"是用当周整体IV乘以到期日加权，这个波动范围还可以算出股价预计波动范围，以此帮助选择更合适的行权价，预计财报后约有68%概率落在这个股价区间~","html":"是用当周整体IV乘以到期日加权，这个波动范围还可以算出股价预计波动范围，以此帮助选择更合适的行权价，预计财报后约有68%概率落在这个股价区间~"},{"author":{"id":"3464867780819115","authorId":"3464867780819115","name":"戈仑","avatar":"https://static.tigerbbs.com/0dc4e1dec713d1cd9732c5dfdbb63386","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3464867780819115","idStr":"3464867780819115"},"content":"根据波动率算的股价，在135-170，波动幅度就正负11","text":"根据波动率算的股价，在135-170，波动幅度就正负11","html":"根据波动率算的股价，在135-170，波动幅度就正负11"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":540751925560640,"gmtCreate":1773037644017,"gmtModify":1773037646731,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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当天饭前","images":[{"img":"https://static.tigerbbs.com/decef9efb07a8fbd218b1de0e91e0123","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/540751925560640","isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":538386361385912,"gmtCreate":1772462869501,"gmtModify":1772462872153,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/PLTR 20260306 122.0 PUT\">$PLTR 20260306 122.0 PUT$</a> 刀口舔血","listText":"<a href=\"https://laohu8.com/OPT/PLTR 20260306 122.0 PUT\">$PLTR 20260306 122.0 PUT$</a> 刀口舔血","text":"$PLTR 20260306 122.0 PUT$ 刀口舔血","images":[{"img":"https://static.tigerbbs.com/3eed3c0a877e891d99f70e8cd0f69d98","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538386361385912","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":538272502789680,"gmtCreate":1772435140483,"gmtModify":1772435142909,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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14:20","market":"us","language":"zh","title":"地缘冲突波及科技巨头：亚马逊(AMZN.US)阿联酋数据中心遭袭起火，全球云服务供应链承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2616800435","media":"智通财经","summary":"智通财经APP注意到，亚马逊的云服务位于阿拉伯联合酋长国的数据中心遭不明物体击中引发火灾，导致服务中断。虽然尚不确定该事件是否与美伊冲突有关，但火灾发生当日，伊朗刚为报复美以袭击导致最高领袖哈梅内伊及其他高级官员遇害一事，向阿联酋发射了导弹。AWS表示目前无法预计受影响数据中心的供电恢复时间，并强调其他数据中心集群未受影响，已将该区域流量路由至其他数据中心。","content":"<html><body><p>智通财经APP注意到，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)的云服务(AWS)位于阿拉伯联合酋长国的数据中心遭不明物体击中引发火灾，导致服务中断。</p><p>虽然尚不确定该事件是否与美伊冲突有关，但火灾发生当日，伊朗刚为报复美以袭击导致最高领袖哈梅内伊及其他高级官员遇害一事，向阿联酋发射了导弹。</p><p>根据AWS健康状态仪表板上的公告，该事件发生于迪拜时间周日下午4:30左右，消防部门在灭火过程中切断了设施电源及发电机电力。</p><p>公司声明指出：“我们的一个可用区……因物体击中数据中心产生火花引发火灾而受到影响。”此处“可用区”指代区域数据中心集群。</p><p>伊朗的报复行动已蔓延至中东各地，包括阿联酋、卡塔尔、科威特和沙特阿拉伯在内的美国基地及盟友遭受多轮导弹和无人机攻击。</p><p>AWS表示目前无法预计受影响数据中心的供电恢复时间，并强调其他数据中心集群未受影响，已将该区域流量路由至其他数据中心。该公司在全球39个地区运营着123个此类数据中心集群。</p></body></html>","source":"stock_zhitongcaijing","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>地缘冲突波及科技巨头：亚马逊(AMZN.US)阿联酋数据中心遭袭起火，全球云服务供应链承压</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{ 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}\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地缘冲突波及科技巨头：亚马逊(AMZN.US)阿联酋数据中心遭袭起火，全球云服务供应链承压\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-02 14:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1408893.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP注意到，亚马逊(AMZN.US)的云服务(AWS)位于阿拉伯联合酋长国的数据中心遭不明物体击中引发火灾，导致服务中断。虽然尚不确定该事件是否与美伊冲突有关，但火灾发生当日，伊朗刚为报复美以袭击导致最高领袖哈梅内伊及其他高级官员遇害一事，向阿联酋发射了导弹。根据AWS健康状态仪表板上的公告，该事件发生于迪拜时间周日下午4:30左右，消防部门在灭火过程中切断了设施电源及发电机电力。公司...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1408893.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL 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Lefkofsky拟于10月28日出售332500股公司普通股票，总市值约3045万美元。过去3个月内，Eric Lefkofsky已累计发生4次减持，共计633458股。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEM":"Tempus AI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164163761","content_text":"Tempus AI高管 Eric Lefkofsky拟于10月28日出售332500股公司普通股票，总市值约3045万美元。过去3个月内，Eric Lefkofsky已累计发生4次减持，共计633458股。","news_type":1,"symbols_score_info":{"TEM":1}},"isVote":1,"tweetType":1,"viewCount":1992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554739619247056,"gmtCreate":1776469045595,"gmtModify":1776469057531,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar 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感觉芯片也该轮到达子来点了吧","images":[{"img":"https://static.tigerbbs.com/de3bfee6d0401fa8e532ad01090ad889","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554739619247056","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":470134884454744,"gmtCreate":1755753348234,"gmtModify":1755754794196,"author":{"id":"3522050789531005","authorId":"3522050789531005","name":"Madagascar P","avatar":"https://static.tigerbbs.com/55bfe47a562a9809d5f55b450b1d221c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3522050789531005","idStr":"3522050789531005"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 这换手率绝绝子了，意味着什么呢？","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 这换手率绝绝子了，意味着什么呢？","text":"$CoreWeave, 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