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wawa8899

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12-18

$赛力斯(09927)$ 真牛，天天新低

12-11

老特什么都要插一脚

期权大单｜甲骨文绩后急挫，Put期权放量；奈飞收购再迎变数；优步看跌期权活跃

12-11

$赛力斯(09927)$ 直接退市吧

11-03

赛力斯，能吃肉吗

11-01

$亚马逊(AMZN)$ 减仓，逢低再入。等待时机，再创辉煌。

10-22

$Republic Power Group(RPGL)$ 直接退市吧？

09-12

$Figure Technology Solutions(FIGR)$ 感谢老虎🐯

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 真牛，天天新低","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 真牛，天天新低","text":"$赛力斯(09927)$ 真牛，天天新低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511995954811832","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509768362308008,"gmtCreate":1765440676317,"gmtModify":1765440678844,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192713646054532","idStr":"4192713646054532"},"themes":[],"title":"","htmlText":"老特什么都要插一脚","listText":"老特什么都要插一脚","text":"老特什么都要插一脚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509768362308008","repostId":"1100474854","repostType":4,"repost":{"id":"1100474854","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":1765426141,"share":"https://www.laohu8.com/m/news/1100474854?lang=zh_CN&edition=full","pubTime":"2025-12-11 12:09","market":"us","language":"zh","title":"期权大单｜甲骨文绩后急挫，Put期权放量；奈飞收购再迎变数；优步看跌期权活跃","url":"https://stock-news.laohu8.com/highlight/detail?id=1100474854","media":"老虎资讯综合","summary":"期权市场总成交量46,676,753张合约，其中看涨期权占比60%。这一表态令本已复杂的华纳竞购战再添变数。知情人士称，特朗普近期多次强调，即便 Netflix 的方案获批，CNN 也应被出售或更换领导层；而 Paramount CEO David Ellison 已向政府表示，如成功收购，将对 CNN 进行改革。华纳、Netflix 与 Paramount 暂未回应特朗普言论。12月12日到期的190美元的行权看跌期权交易量特别高，共有24,487份合约交易。","content":"<html><head></head><body><p><strong>一、市场概览</strong></p><p>周三（12月10日），美联储如期降息，美股三大指数齐涨。截止收盘，道琼斯指数涨1.05%，纳斯达克综合指数涨0.33%，标普500指数涨0.67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bae38221e9afd6eb80d023eefd89a877\" title=\"\" tg-width=\"919\" tg-height=\"138\"/></p><p>期权市场总成交量46,676,753张合约，其中看涨期权占比60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c55b00d8e08e9c5b3831445a587334b\" title=\"\" tg-width=\"1676\" tg-height=\"392\"/></p><p><strong>二、期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcb064592c4f7286065f0f5816c679e7\" title=\"\" tg-width=\"1179\" tg-height=\"2259\"/></p><p><strong>华纳收购案再迎变数，特朗普称CNN必须被出售，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>隔夜跌超4%</strong></p><p>期权方面：奈飞隔夜<strong>期权合约成交82.45万张，较90日均量放大4.1倍。</strong>12月12日到期的95美元的行权<strong>看涨期权</strong>交易量特别高，共有19,971份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"NFLX 20251212 95.0 CALL\" data-mention-name=\"NFLX\" href=\"https://laohu8.com/OPT/NFLX%2020251212%2095.0%20CALL\">$NFLX 20251212 95.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62463fb8b65d39403e9057b57c2c2ead\" title=\"\" tg-width=\"1259\" tg-height=\"285\"/></p><p>消息方面：美国总统特朗普表示，无论谁最终收购华纳兄弟，CNN都必须出售或调整所有权结构，并暗示现任管理层不应继续掌权。这一表态令本已复杂的华纳竞购战再添变数。</p><p>目前，Netflix 计划在华纳拆分后以 720 亿美元收购其制片厂及 HBO Max，但方案并未包含 CNN；Paramount 则提出 779 亿美元敌意收购，拟收购包括 CNN 在内的全部业务。</p><p>知情人士称，特朗普近期多次强调，即便 Netflix 的方案获批，CNN 也应被出售或更换领导层；而 Paramount CEO David Ellison 已向政府表示，如成功收购，将对 CNN 进行改革。</p><p><strong><a href=\"https://laohu8.com/S/PLTR\">Palantir</a>隔夜涨超3%，期权合约成交79.98万张，</strong>12月12日到期的190美元的行权<strong>看涨期权</strong>交易量特别高，共有66,103份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"PLTR 20251212 190.0 CALL\" data-mention-name=\"PLTR\" href=\"https://laohu8.com/OPT/PLTR%2020251212%20190.0%20CALL\">$PLTR 20251212 190.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e943371c16b08b57e822a09813ecb09\" title=\"\" tg-width=\"1268\" tg-height=\"280\"/></p><p>消息方面：周三有报道称，美国海军与Palantir合作，计划批准最高4.48亿美元用于人工智能技术应用，旨在实现造船供应链现代化并加速船舶制造进程。</p><h3 id=\"id_844603312\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b75d868aa5be1641cc3efb9ead45befe\" title=\"\" tg-width=\"1802\" tg-height=\"415\"/></p><p><strong><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>隔夜小幅收涨，但盘后股价大跌11%。期权合约成交64.32万张，较90日均量放大2.1倍。</strong>12月12日到期的190美元的行权<strong>看跌期权</strong>交易量特别高，共有24,487份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"ORCL 20251212 190.0 PUT\" data-mention-name=\"ORCL\" href=\"https://laohu8.com/OPT/ORCL%2020251212%20190.0%20PUT\">$ORCL 20251212 190.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93a4963a5860d310a50f5095f83f39a1\" title=\"\" tg-width=\"464\" tg-height=\"125\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf9c3ef0a1deb7d754d10a1870430b65\" title=\"\" tg-width=\"1255\" tg-height=\"275\"/></p><p>消息方面：<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公布了令人失望的云业务收入，显示其近期大规模的人工智能订单可能需要更长时间才能兑现。云业务销售额增长34%，达到79.8亿美元；公司备受关注的基础设施业务收入增长68%，至40.8亿美元。但这两个数字均略低于分析师的预期。</p><p style=\"text-align: justify;\">公司在周三的声明中表示，剩余履约义务（衡量订单的指标）在第二财季跃升至5230亿美元，而分析师平均预估为5190亿美元。</p><p><strong><a href=\"https://laohu8.com/S/UBER\">优步</a>隔夜跌超5%，期权合约成交32.03万张，较90日均量放大2.6倍。</strong>12月12日到期的83美元的行权<strong>看跌期权</strong>交易量特别高，共有14,745份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"UBER 20251212 83.0 PUT\" data-mention-name=\"UBER\" href=\"https://laohu8.com/OPT/UBER%2020251212%2083.0%20PUT\">$UBER 20251212 83.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc57ad2638c0a1bf65517dd263b09a97\" title=\"\" tg-width=\"1255\" tg-height=\"281\"/></p><p>消息方面：由于亚马逊大力宣传其生鲜杂货配送服务的成功以及向美国其他城市的扩张，<a href=\"https://laohu8.com/S/CART\">Maplebear</a>、<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>和<a href=\"https://laohu8.com/S/UBER\">优步</a>的股价承压。</p><p>亚马逊目前已有超过 2300 个城镇享受当日送达的生鲜杂货服务，并计划在 2026 年继续扩大服务范围。自 8 月以来，<a href=\"https://laohu8.com/S/AMZN.US\">亚马逊</a>已将其可供当日送达的生鲜商品种类增加了30%以上，其中包括来自全食超市的数千种新鲜食品。</p><p>对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。</p><p>对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。</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｜甲骨文绩后急挫，Put期权放量；奈飞收购再迎变数；优步看跌期权活跃</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; 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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｜甲骨文绩后急挫，Put期权放量；奈飞收购再迎变数；优步看跌期权活跃\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\">2025-12-11 12:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、市场概览</strong></p><p>周三（12月10日），美联储如期降息，美股三大指数齐涨。截止收盘，道琼斯指数涨1.05%，纳斯达克综合指数涨0.33%，标普500指数涨0.67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bae38221e9afd6eb80d023eefd89a877\" title=\"\" tg-width=\"919\" tg-height=\"138\"/></p><p>期权市场总成交量46,676,753张合约，其中看涨期权占比60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c55b00d8e08e9c5b3831445a587334b\" title=\"\" tg-width=\"1676\" tg-height=\"392\"/></p><p><strong>二、期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcb064592c4f7286065f0f5816c679e7\" title=\"\" tg-width=\"1179\" tg-height=\"2259\"/></p><p><strong>华纳收购案再迎变数，特朗普称CNN必须被出售，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>隔夜跌超4%</strong></p><p>期权方面：奈飞隔夜<strong>期权合约成交82.45万张，较90日均量放大4.1倍。</strong>12月12日到期的95美元的行权<strong>看涨期权</strong>交易量特别高，共有19,971份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"NFLX 20251212 95.0 CALL\" data-mention-name=\"NFLX\" href=\"https://laohu8.com/OPT/NFLX%2020251212%2095.0%20CALL\">$NFLX 20251212 95.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62463fb8b65d39403e9057b57c2c2ead\" title=\"\" tg-width=\"1259\" tg-height=\"285\"/></p><p>消息方面：美国总统特朗普表示，无论谁最终收购华纳兄弟，CNN都必须出售或调整所有权结构，并暗示现任管理层不应继续掌权。这一表态令本已复杂的华纳竞购战再添变数。</p><p>目前，Netflix 计划在华纳拆分后以 720 亿美元收购其制片厂及 HBO Max，但方案并未包含 CNN；Paramount 则提出 779 亿美元敌意收购，拟收购包括 CNN 在内的全部业务。</p><p>知情人士称，特朗普近期多次强调，即便 Netflix 的方案获批，CNN 也应被出售或更换领导层；而 Paramount CEO David Ellison 已向政府表示，如成功收购，将对 CNN 进行改革。</p><p><strong><a href=\"https://laohu8.com/S/PLTR\">Palantir</a>隔夜涨超3%，期权合约成交79.98万张，</strong>12月12日到期的190美元的行权<strong>看涨期权</strong>交易量特别高，共有66,103份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"PLTR 20251212 190.0 CALL\" data-mention-name=\"PLTR\" href=\"https://laohu8.com/OPT/PLTR%2020251212%20190.0%20CALL\">$PLTR 20251212 190.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e943371c16b08b57e822a09813ecb09\" title=\"\" tg-width=\"1268\" tg-height=\"280\"/></p><p>消息方面：周三有报道称，美国海军与Palantir合作，计划批准最高4.48亿美元用于人工智能技术应用，旨在实现造船供应链现代化并加速船舶制造进程。</p><h3 id=\"id_844603312\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b75d868aa5be1641cc3efb9ead45befe\" title=\"\" tg-width=\"1802\" tg-height=\"415\"/></p><p><strong><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>隔夜小幅收涨，但盘后股价大跌11%。期权合约成交64.32万张，较90日均量放大2.1倍。</strong>12月12日到期的190美元的行权<strong>看跌期权</strong>交易量特别高，共有24,487份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"ORCL 20251212 190.0 PUT\" data-mention-name=\"ORCL\" href=\"https://laohu8.com/OPT/ORCL%2020251212%20190.0%20PUT\">$ORCL 20251212 190.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93a4963a5860d310a50f5095f83f39a1\" title=\"\" tg-width=\"464\" tg-height=\"125\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf9c3ef0a1deb7d754d10a1870430b65\" title=\"\" tg-width=\"1255\" tg-height=\"275\"/></p><p>消息方面：<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公布了令人失望的云业务收入，显示其近期大规模的人工智能订单可能需要更长时间才能兑现。云业务销售额增长34%，达到79.8亿美元；公司备受关注的基础设施业务收入增长68%，至40.8亿美元。但这两个数字均略低于分析师的预期。</p><p style=\"text-align: justify;\">公司在周三的声明中表示，剩余履约义务（衡量订单的指标）在第二财季跃升至5230亿美元，而分析师平均预估为5190亿美元。</p><p><strong><a href=\"https://laohu8.com/S/UBER\">优步</a>隔夜跌超5%，期权合约成交32.03万张，较90日均量放大2.6倍。</strong>12月12日到期的83美元的行权<strong>看跌期权</strong>交易量特别高，共有14,745份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"UBER 20251212 83.0 PUT\" data-mention-name=\"UBER\" href=\"https://laohu8.com/OPT/UBER%2020251212%2083.0%20PUT\">$UBER 20251212 83.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc57ad2638c0a1bf65517dd263b09a97\" title=\"\" tg-width=\"1255\" tg-height=\"281\"/></p><p>消息方面：由于亚马逊大力宣传其生鲜杂货配送服务的成功以及向美国其他城市的扩张，<a href=\"https://laohu8.com/S/CART\">Maplebear</a>、<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>和<a href=\"https://laohu8.com/S/UBER\">优步</a>的股价承压。</p><p>亚马逊目前已有超过 2300 个城镇享受当日送达的生鲜杂货服务，并计划在 2026 年继续扩大服务范围。自 8 月以来，<a href=\"https://laohu8.com/S/AMZN.US\">亚马逊</a>已将其可供当日送达的生鲜商品种类增加了30%以上，其中包括来自全食超市的数千种新鲜食品。</p><p>对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。</p><p>对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/daec151e443130f21b717422db2edd80","relate_stocks":{"NFLX":"奈飞","PLTR":"Palantir Technologies Inc.","ORCL":"甲骨文","UBER":"优步"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100474854","content_text":"一、市场概览周三（12月10日），美联储如期降息，美股三大指数齐涨。截止收盘，道琼斯指数涨1.05%，纳斯达克综合指数涨0.33%，标普500指数涨0.67%。期权市场总成交量46,676,753张合约，其中看涨期权占比60%。二、期权成交总量TOP10华纳收购案再迎变数，特朗普称CNN必须被出售，奈飞隔夜跌超4%期权方面：奈飞隔夜期权合约成交82.45万张，较90日均量放大4.1倍。12月12日到期的95美元的行权看涨期权交易量特别高，共有19,971份合约交易。 $NFLX 20251212 95.0 CALL$消息方面：美国总统特朗普表示，无论谁最终收购华纳兄弟，CNN都必须出售或调整所有权结构，并暗示现任管理层不应继续掌权。这一表态令本已复杂的华纳竞购战再添变数。目前，Netflix 计划在华纳拆分后以 720 亿美元收购其制片厂及 HBO Max，但方案并未包含 CNN；Paramount 则提出 779 亿美元敌意收购，拟收购包括 CNN 在内的全部业务。知情人士称，特朗普近期多次强调，即便 Netflix 的方案获批，CNN 也应被出售或更换领导层；而 Paramount CEO David Ellison 已向政府表示，如成功收购，将对 CNN 进行改革。Palantir隔夜涨超3%，期权合约成交79.98万张，12月12日到期的190美元的行权看涨期权交易量特别高，共有66,103份合约交易。 $PLTR 20251212 190.0 CALL$消息方面：周三有报道称，美国海军与Palantir合作，计划批准最高4.48亿美元用于人工智能技术应用，旨在实现造船供应链现代化并加速船舶制造进程。三、异动观察甲骨文隔夜小幅收涨，但盘后股价大跌11%。期权合约成交64.32万张，较90日均量放大2.1倍。12月12日到期的190美元的行权看跌期权交易量特别高，共有24,487份合约交易。 $ORCL 20251212 190.0 PUT$消息方面：甲骨文公布了令人失望的云业务收入，显示其近期大规模的人工智能订单可能需要更长时间才能兑现。云业务销售额增长34%，达到79.8亿美元；公司备受关注的基础设施业务收入增长68%，至40.8亿美元。但这两个数字均略低于分析师的预期。公司在周三的声明中表示，剩余履约义务（衡量订单的指标）在第二财季跃升至5230亿美元，而分析师平均预估为5190亿美元。优步隔夜跌超5%，期权合约成交32.03万张，较90日均量放大2.6倍。12月12日到期的83美元的行权看跌期权交易量特别高，共有14,745份合约交易。 $UBER 20251212 83.0 PUT$消息方面：由于亚马逊大力宣传其生鲜杂货配送服务的成功以及向美国其他城市的扩张，Maplebear、DoorDash和优步的股价承压。亚马逊目前已有超过 2300 个城镇享受当日送达的生鲜杂货服务，并计划在 2026 年继续扩大服务范围。自 8 月以来，亚马逊已将其可供当日送达的生鲜商品种类增加了30%以上，其中包括来自全食超市的数千种新鲜食品。对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。","news_type":1,"symbols_score_info":{"PLTR":2,"NFLX":2,"UBER":2,"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509538886513360,"gmtCreate":1765437174276,"gmtModify":1765437176173,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192713646054532","idStr":"4192713646054532"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 直接退市吧","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 直接退市吧","text":"$赛力斯(09927)$ 直接退市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/509538886513360","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204075677382392","authorId":"4204075677382392","name":"六月的雨1234","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4204075677382392","idStr":"4204075677382392"},"content":"支持，太垃圾了","text":"支持，太垃圾了","html":"支持，太垃圾了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496183802208704,"gmtCreate":1762161910027,"gmtModify":1762162373556,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192713646054532","idStr":"4192713646054532"},"themes":[],"title":"","htmlText":"赛力斯，能吃肉吗","listText":"赛力斯，能吃肉吗","text":"赛力斯，能吃肉吗","images":[{"img":"https://static.tigerbbs.com/6cc1def38425191dd6e36e9e1cb8bdd7","width":"900","height":"1545"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496183802208704","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":495247165834112,"gmtCreate":1761940935523,"gmtModify":1761947691554,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192713646054532","idStr":"4192713646054532"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 减仓，逢低再入。等待时机，再创辉煌。","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 减仓，逢低再入。等待时机，再创辉煌。","text":"$亚马逊(AMZN)$ 减仓，逢低再入。等待时机，再创辉煌。","images":[{"img":"https://static.tigerbbs.com/ad2793e4b880adebd54af7f7025f2384","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495247165834112","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":491771743989864,"gmtCreate":1761082656838,"gmtModify":1761083947273,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192713646054532","idStr":"4192713646054532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RPGL\">$Republic Power Group(RPGL)$</a> 直接退市吧？","listText":"<a href=\"https://laohu8.com/S/RPGL\">$Republic Power Group(RPGL)$</a> 直接退市吧？","text":"$Republic Power Group(RPGL)$ 直接退市吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491771743989864","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477592589406248,"gmtCreate":1757609714675,"gmtModify":1757611081332,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192713646054532","idStr":"4192713646054532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$</a> 感谢老虎🐯","listText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$</a> 感谢老虎🐯","text":"$Figure Technology Solutions(FIGR)$ 感谢老虎🐯","images":[{"img":"https://static.tigerbbs.com/216c7f659d8f5c4453c3bd7cb0905311","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477592589406248","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":509538886513360,"gmtCreate":1765437174276,"gmtModify":1765437176173,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192713646054532","authorIdStr":"4192713646054532"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 直接退市吧","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 直接退市吧","text":"$赛力斯(09927)$ 直接退市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/509538886513360","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204075677382392","authorId":"4204075677382392","name":"六月的雨1234","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4204075677382392","authorIdStr":"4204075677382392"},"content":"支持，太垃圾了","text":"支持，太垃圾了","html":"支持，太垃圾了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511995954811832,"gmtCreate":1766026052320,"gmtModify":1766026054007,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192713646054532","authorIdStr":"4192713646054532"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 真牛，天天新低","listText":"<a href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$</a> 真牛，天天新低","text":"$赛力斯(09927)$ 真牛，天天新低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511995954811832","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509768362308008,"gmtCreate":1765440676317,"gmtModify":1765440678844,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192713646054532","authorIdStr":"4192713646054532"},"themes":[],"title":"","htmlText":"老特什么都要插一脚","listText":"老特什么都要插一脚","text":"老特什么都要插一脚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509768362308008","repostId":"1100474854","repostType":4,"repost":{"id":"1100474854","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":1765426141,"share":"https://www.laohu8.com/m/news/1100474854?lang=zh_CN&edition=full","pubTime":"2025-12-11 12:09","market":"us","language":"zh","title":"期权大单｜甲骨文绩后急挫，Put期权放量；奈飞收购再迎变数；优步看跌期权活跃","url":"https://stock-news.laohu8.com/highlight/detail?id=1100474854","media":"老虎资讯综合","summary":"期权市场总成交量46,676,753张合约，其中看涨期权占比60%。这一表态令本已复杂的华纳竞购战再添变数。知情人士称，特朗普近期多次强调，即便 Netflix 的方案获批，CNN 也应被出售或更换领导层；而 Paramount CEO David Ellison 已向政府表示，如成功收购，将对 CNN 进行改革。华纳、Netflix 与 Paramount 暂未回应特朗普言论。12月12日到期的190美元的行权看跌期权交易量特别高，共有24,487份合约交易。","content":"<html><head></head><body><p><strong>一、市场概览</strong></p><p>周三（12月10日），美联储如期降息，美股三大指数齐涨。截止收盘，道琼斯指数涨1.05%，纳斯达克综合指数涨0.33%，标普500指数涨0.67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bae38221e9afd6eb80d023eefd89a877\" title=\"\" tg-width=\"919\" tg-height=\"138\"/></p><p>期权市场总成交量46,676,753张合约，其中看涨期权占比60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c55b00d8e08e9c5b3831445a587334b\" title=\"\" tg-width=\"1676\" tg-height=\"392\"/></p><p><strong>二、期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcb064592c4f7286065f0f5816c679e7\" title=\"\" tg-width=\"1179\" tg-height=\"2259\"/></p><p><strong>华纳收购案再迎变数，特朗普称CNN必须被出售，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>隔夜跌超4%</strong></p><p>期权方面：奈飞隔夜<strong>期权合约成交82.45万张，较90日均量放大4.1倍。</strong>12月12日到期的95美元的行权<strong>看涨期权</strong>交易量特别高，共有19,971份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"NFLX 20251212 95.0 CALL\" data-mention-name=\"NFLX\" href=\"https://laohu8.com/OPT/NFLX%2020251212%2095.0%20CALL\">$NFLX 20251212 95.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62463fb8b65d39403e9057b57c2c2ead\" title=\"\" tg-width=\"1259\" tg-height=\"285\"/></p><p>消息方面：美国总统特朗普表示，无论谁最终收购华纳兄弟，CNN都必须出售或调整所有权结构，并暗示现任管理层不应继续掌权。这一表态令本已复杂的华纳竞购战再添变数。</p><p>目前，Netflix 计划在华纳拆分后以 720 亿美元收购其制片厂及 HBO Max，但方案并未包含 CNN；Paramount 则提出 779 亿美元敌意收购，拟收购包括 CNN 在内的全部业务。</p><p>知情人士称，特朗普近期多次强调，即便 Netflix 的方案获批，CNN 也应被出售或更换领导层；而 Paramount CEO David Ellison 已向政府表示，如成功收购，将对 CNN 进行改革。</p><p><strong><a href=\"https://laohu8.com/S/PLTR\">Palantir</a>隔夜涨超3%，期权合约成交79.98万张，</strong>12月12日到期的190美元的行权<strong>看涨期权</strong>交易量特别高，共有66,103份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"PLTR 20251212 190.0 CALL\" data-mention-name=\"PLTR\" href=\"https://laohu8.com/OPT/PLTR%2020251212%20190.0%20CALL\">$PLTR 20251212 190.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e943371c16b08b57e822a09813ecb09\" title=\"\" tg-width=\"1268\" tg-height=\"280\"/></p><p>消息方面：周三有报道称，美国海军与Palantir合作，计划批准最高4.48亿美元用于人工智能技术应用，旨在实现造船供应链现代化并加速船舶制造进程。</p><h3 id=\"id_844603312\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b75d868aa5be1641cc3efb9ead45befe\" title=\"\" tg-width=\"1802\" tg-height=\"415\"/></p><p><strong><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>隔夜小幅收涨，但盘后股价大跌11%。期权合约成交64.32万张，较90日均量放大2.1倍。</strong>12月12日到期的190美元的行权<strong>看跌期权</strong>交易量特别高，共有24,487份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"ORCL 20251212 190.0 PUT\" data-mention-name=\"ORCL\" href=\"https://laohu8.com/OPT/ORCL%2020251212%20190.0%20PUT\">$ORCL 20251212 190.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93a4963a5860d310a50f5095f83f39a1\" title=\"\" tg-width=\"464\" tg-height=\"125\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf9c3ef0a1deb7d754d10a1870430b65\" title=\"\" tg-width=\"1255\" tg-height=\"275\"/></p><p>消息方面：<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公布了令人失望的云业务收入，显示其近期大规模的人工智能订单可能需要更长时间才能兑现。云业务销售额增长34%，达到79.8亿美元；公司备受关注的基础设施业务收入增长68%，至40.8亿美元。但这两个数字均略低于分析师的预期。</p><p style=\"text-align: justify;\">公司在周三的声明中表示，剩余履约义务（衡量订单的指标）在第二财季跃升至5230亿美元，而分析师平均预估为5190亿美元。</p><p><strong><a href=\"https://laohu8.com/S/UBER\">优步</a>隔夜跌超5%，期权合约成交32.03万张，较90日均量放大2.6倍。</strong>12月12日到期的83美元的行权<strong>看跌期权</strong>交易量特别高，共有14,745份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"UBER 20251212 83.0 PUT\" data-mention-name=\"UBER\" href=\"https://laohu8.com/OPT/UBER%2020251212%2083.0%20PUT\">$UBER 20251212 83.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc57ad2638c0a1bf65517dd263b09a97\" title=\"\" tg-width=\"1255\" tg-height=\"281\"/></p><p>消息方面：由于亚马逊大力宣传其生鲜杂货配送服务的成功以及向美国其他城市的扩张，<a href=\"https://laohu8.com/S/CART\">Maplebear</a>、<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>和<a href=\"https://laohu8.com/S/UBER\">优步</a>的股价承压。</p><p>亚马逊目前已有超过 2300 个城镇享受当日送达的生鲜杂货服务，并计划在 2026 年继续扩大服务范围。自 8 月以来，<a href=\"https://laohu8.com/S/AMZN.US\">亚马逊</a>已将其可供当日送达的生鲜商品种类增加了30%以上，其中包括来自全食超市的数千种新鲜食品。</p><p>对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。</p><p>对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。</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｜甲骨文绩后急挫，Put期权放量；奈飞收购再迎变数；优步看跌期权活跃</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｜甲骨文绩后急挫，Put期权放量；奈飞收购再迎变数；优步看跌期权活跃\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\">2025-12-11 12:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>一、市场概览</strong></p><p>周三（12月10日），美联储如期降息，美股三大指数齐涨。截止收盘，道琼斯指数涨1.05%，纳斯达克综合指数涨0.33%，标普500指数涨0.67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bae38221e9afd6eb80d023eefd89a877\" title=\"\" tg-width=\"919\" tg-height=\"138\"/></p><p>期权市场总成交量46,676,753张合约，其中看涨期权占比60%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c55b00d8e08e9c5b3831445a587334b\" title=\"\" tg-width=\"1676\" tg-height=\"392\"/></p><p><strong>二、期权成交总量TOP10</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcb064592c4f7286065f0f5816c679e7\" title=\"\" tg-width=\"1179\" tg-height=\"2259\"/></p><p><strong>华纳收购案再迎变数，特朗普称CNN必须被出售，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>隔夜跌超4%</strong></p><p>期权方面：奈飞隔夜<strong>期权合约成交82.45万张，较90日均量放大4.1倍。</strong>12月12日到期的95美元的行权<strong>看涨期权</strong>交易量特别高，共有19,971份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"NFLX 20251212 95.0 CALL\" data-mention-name=\"NFLX\" href=\"https://laohu8.com/OPT/NFLX%2020251212%2095.0%20CALL\">$NFLX 20251212 95.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62463fb8b65d39403e9057b57c2c2ead\" title=\"\" tg-width=\"1259\" tg-height=\"285\"/></p><p>消息方面：美国总统特朗普表示，无论谁最终收购华纳兄弟，CNN都必须出售或调整所有权结构，并暗示现任管理层不应继续掌权。这一表态令本已复杂的华纳竞购战再添变数。</p><p>目前，Netflix 计划在华纳拆分后以 720 亿美元收购其制片厂及 HBO Max，但方案并未包含 CNN；Paramount 则提出 779 亿美元敌意收购，拟收购包括 CNN 在内的全部业务。</p><p>知情人士称，特朗普近期多次强调，即便 Netflix 的方案获批，CNN 也应被出售或更换领导层；而 Paramount CEO David Ellison 已向政府表示，如成功收购，将对 CNN 进行改革。</p><p><strong><a href=\"https://laohu8.com/S/PLTR\">Palantir</a>隔夜涨超3%，期权合约成交79.98万张，</strong>12月12日到期的190美元的行权<strong>看涨期权</strong>交易量特别高，共有66,103份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"PLTR 20251212 190.0 CALL\" data-mention-name=\"PLTR\" href=\"https://laohu8.com/OPT/PLTR%2020251212%20190.0%20CALL\">$PLTR 20251212 190.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e943371c16b08b57e822a09813ecb09\" title=\"\" tg-width=\"1268\" tg-height=\"280\"/></p><p>消息方面：周三有报道称，美国海军与Palantir合作，计划批准最高4.48亿美元用于人工智能技术应用，旨在实现造船供应链现代化并加速船舶制造进程。</p><h3 id=\"id_844603312\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b75d868aa5be1641cc3efb9ead45befe\" title=\"\" tg-width=\"1802\" tg-height=\"415\"/></p><p><strong><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>隔夜小幅收涨，但盘后股价大跌11%。期权合约成交64.32万张，较90日均量放大2.1倍。</strong>12月12日到期的190美元的行权<strong>看跌期权</strong>交易量特别高，共有24,487份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"ORCL 20251212 190.0 PUT\" data-mention-name=\"ORCL\" href=\"https://laohu8.com/OPT/ORCL%2020251212%20190.0%20PUT\">$ORCL 20251212 190.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93a4963a5860d310a50f5095f83f39a1\" title=\"\" tg-width=\"464\" tg-height=\"125\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf9c3ef0a1deb7d754d10a1870430b65\" title=\"\" tg-width=\"1255\" tg-height=\"275\"/></p><p>消息方面：<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公布了令人失望的云业务收入，显示其近期大规模的人工智能订单可能需要更长时间才能兑现。云业务销售额增长34%，达到79.8亿美元；公司备受关注的基础设施业务收入增长68%，至40.8亿美元。但这两个数字均略低于分析师的预期。</p><p style=\"text-align: justify;\">公司在周三的声明中表示，剩余履约义务（衡量订单的指标）在第二财季跃升至5230亿美元，而分析师平均预估为5190亿美元。</p><p><strong><a href=\"https://laohu8.com/S/UBER\">优步</a>隔夜跌超5%，期权合约成交32.03万张，较90日均量放大2.6倍。</strong>12月12日到期的83美元的行权<strong>看跌期权</strong>交易量特别高，共有14,745份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"UBER 20251212 83.0 PUT\" data-mention-name=\"UBER\" href=\"https://laohu8.com/OPT/UBER%2020251212%2083.0%20PUT\">$UBER 20251212 83.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc57ad2638c0a1bf65517dd263b09a97\" title=\"\" tg-width=\"1255\" tg-height=\"281\"/></p><p>消息方面：由于亚马逊大力宣传其生鲜杂货配送服务的成功以及向美国其他城市的扩张，<a href=\"https://laohu8.com/S/CART\">Maplebear</a>、<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>和<a href=\"https://laohu8.com/S/UBER\">优步</a>的股价承压。</p><p>亚马逊目前已有超过 2300 个城镇享受当日送达的生鲜杂货服务，并计划在 2026 年继续扩大服务范围。自 8 月以来，<a href=\"https://laohu8.com/S/AMZN.US\">亚马逊</a>已将其可供当日送达的生鲜商品种类增加了30%以上，其中包括来自全食超市的数千种新鲜食品。</p><p>对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。</p><p>对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/daec151e443130f21b717422db2edd80","relate_stocks":{"NFLX":"奈飞","PLTR":"Palantir Technologies Inc.","ORCL":"甲骨文","UBER":"优步"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100474854","content_text":"一、市场概览周三（12月10日），美联储如期降息，美股三大指数齐涨。截止收盘，道琼斯指数涨1.05%，纳斯达克综合指数涨0.33%，标普500指数涨0.67%。期权市场总成交量46,676,753张合约，其中看涨期权占比60%。二、期权成交总量TOP10华纳收购案再迎变数，特朗普称CNN必须被出售，奈飞隔夜跌超4%期权方面：奈飞隔夜期权合约成交82.45万张，较90日均量放大4.1倍。12月12日到期的95美元的行权看涨期权交易量特别高，共有19,971份合约交易。 $NFLX 20251212 95.0 CALL$消息方面：美国总统特朗普表示，无论谁最终收购华纳兄弟，CNN都必须出售或调整所有权结构，并暗示现任管理层不应继续掌权。这一表态令本已复杂的华纳竞购战再添变数。目前，Netflix 计划在华纳拆分后以 720 亿美元收购其制片厂及 HBO Max，但方案并未包含 CNN；Paramount 则提出 779 亿美元敌意收购，拟收购包括 CNN 在内的全部业务。知情人士称，特朗普近期多次强调，即便 Netflix 的方案获批，CNN 也应被出售或更换领导层；而 Paramount CEO David Ellison 已向政府表示，如成功收购，将对 CNN 进行改革。Palantir隔夜涨超3%，期权合约成交79.98万张，12月12日到期的190美元的行权看涨期权交易量特别高，共有66,103份合约交易。 $PLTR 20251212 190.0 CALL$消息方面：周三有报道称，美国海军与Palantir合作，计划批准最高4.48亿美元用于人工智能技术应用，旨在实现造船供应链现代化并加速船舶制造进程。三、异动观察甲骨文隔夜小幅收涨，但盘后股价大跌11%。期权合约成交64.32万张，较90日均量放大2.1倍。12月12日到期的190美元的行权看跌期权交易量特别高，共有24,487份合约交易。 $ORCL 20251212 190.0 PUT$消息方面：甲骨文公布了令人失望的云业务收入，显示其近期大规模的人工智能订单可能需要更长时间才能兑现。云业务销售额增长34%，达到79.8亿美元；公司备受关注的基础设施业务收入增长68%，至40.8亿美元。但这两个数字均略低于分析师的预期。公司在周三的声明中表示，剩余履约义务（衡量订单的指标）在第二财季跃升至5230亿美元，而分析师平均预估为5190亿美元。优步隔夜跌超5%，期权合约成交32.03万张，较90日均量放大2.6倍。12月12日到期的83美元的行权看跌期权交易量特别高，共有14,745份合约交易。 $UBER 20251212 83.0 PUT$消息方面：由于亚马逊大力宣传其生鲜杂货配送服务的成功以及向美国其他城市的扩张，Maplebear、DoorDash和优步的股价承压。亚马逊目前已有超过 2300 个城镇享受当日送达的生鲜杂货服务，并计划在 2026 年继续扩大服务范围。自 8 月以来，亚马逊已将其可供当日送达的生鲜商品种类增加了30%以上，其中包括来自全食超市的数千种新鲜食品。对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。对于优步（Uber）而言，虽然 Uber Eats 的生鲜杂货配送业务持续增长，但亚马逊不断扩大的服务规模与效率优势正在挤压其市场空间，使其在该细分领域面临更激烈的竞争挑战。","news_type":1,"symbols_score_info":{"PLTR":2,"NFLX":2,"UBER":2,"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496183802208704,"gmtCreate":1762161910027,"gmtModify":1762162373556,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192713646054532","authorIdStr":"4192713646054532"},"themes":[],"title":"","htmlText":"赛力斯，能吃肉吗","listText":"赛力斯，能吃肉吗","text":"赛力斯，能吃肉吗","images":[{"img":"https://static.tigerbbs.com/6cc1def38425191dd6e36e9e1cb8bdd7","width":"900","height":"1545"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496183802208704","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":495247165834112,"gmtCreate":1761940935523,"gmtModify":1761947691554,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192713646054532","authorIdStr":"4192713646054532"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 减仓，逢低再入。等待时机，再创辉煌。","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 减仓，逢低再入。等待时机，再创辉煌。","text":"$亚马逊(AMZN)$ 减仓，逢低再入。等待时机，再创辉煌。","images":[{"img":"https://static.tigerbbs.com/ad2793e4b880adebd54af7f7025f2384","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495247165834112","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":491771743989864,"gmtCreate":1761082656838,"gmtModify":1761083947273,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192713646054532","authorIdStr":"4192713646054532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RPGL\">$Republic Power Group(RPGL)$</a> 直接退市吧？","listText":"<a href=\"https://laohu8.com/S/RPGL\">$Republic Power Group(RPGL)$</a> 直接退市吧？","text":"$Republic Power Group(RPGL)$ 直接退市吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491771743989864","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477592589406248,"gmtCreate":1757609714675,"gmtModify":1757611081332,"author":{"id":"4192713646054532","authorId":"4192713646054532","name":"wawa8899","avatar":"https://static.tigerbbs.com/026dc6d0d457c672e8e451ccb840ef1d","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192713646054532","authorIdStr":"4192713646054532"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$</a> 感谢老虎🐯","listText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$</a> 感谢老虎🐯","text":"$Figure Technology Solutions(FIGR)$ 感谢老虎🐯","images":[{"img":"https://static.tigerbbs.com/216c7f659d8f5c4453c3bd7cb0905311","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477592589406248","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}