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Ben Lueng

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11-29

这篇文章不错，转发给大家看看

@小虎周报:【一周科技动态】NVDA反击：TPU威胁下如何突围？26年AWS增长25%只是开始？

11-29

这篇文章不错，转发给大家看看

@期权小班长:$英伟达(NVDA)$ 本周收盘170～185。下周震荡区间类似本周，160～190之间震荡。机构继续sell call185对冲190 $NVDA 20251205 190.0 CALL$ ，很难有新突破。看跌期权160 $NVDA 20251205 160.0 PUT$ 开仓2.9万手，方向不明，说明支撑预期下调。另外下周到期看跌期权密集开仓，说明回调预期强烈，或有做空波动率机会，可以等那时选择短期sell put。 $标普500ETF(SPY)$ 周五收涨680以上，然后下周继续冲击690随后回调震荡。看跌期权趋势倾向于押注FOMC后回调。 $谷歌A(GOOGL)$ 看涨和看跌开仓显示短线依然比较强劲，不过依然建议保守追涨，sell put可以考虑300 $GOOGL 20251205 300.0 PUT$

11-29

这篇文章不错，转发给大家看看

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href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 周五收涨680以上，然后下周继续冲击690随后回调震荡。看跌期权趋势倾向于押注FOMC后回调。 <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 看涨和看跌开仓显示短线依然比较强劲，不过依然建议保守追涨，sell put可以考虑300 <a href=\"https://laohu8.com/OPT/GOOGL%2020251205%20300.0%20PUT\">$GOOGL 20251205 300.0 PUT$</a>","text":"$英伟达(NVDA)$ 本周收盘170～185。下周震荡区间类似本周，160～190之间震荡。机构继续sell call185对冲190 $NVDA 20251205 190.0 CALL$ ，很难有新突破。看跌期权160 $NVDA 20251205 160.0 PUT$ 开仓2.9万手，方向不明，说明支撑预期下调。另外下周到期看跌期权密集开仓，说明回调预期强烈，或有做空波动率机会，可以等那时选择短期sell put。 $标普500ETF(SPY)$ 周五收涨680以上，然后下周继续冲击690随后回调震荡。看跌期权趋势倾向于押注FOMC后回调。 $谷歌A(GOOGL)$ 看涨和看跌开仓显示短线依然比较强劲，不过依然建议保守追涨，sell put可以考虑300 $GOOGL 20251205 300.0 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<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> +3.35%， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -0.33%， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> -3.36%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> +2.91%， <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","listText":"涨跌纷纭——一周大科技表现本周宏观主线核心通胀指标的反弹成为市场关注焦点。美国10月核心PCE物价指数同比上涨2.8%，虽仍高于美联储2%的目标，但环比涨幅较前期放缓，服务价格上涨成为主要推动力，这与美股前期上涨带动的投资组合管理费激增形成联动。美联储政策路径成为市场最大不确定性来源。美国宏观经济数据呈现“韧性与隐忧并存”的特征，美联储政策路径的不确定性持续主导市场情绪，贝森特面临的首要难题是明年6.7万亿美元到期债券的续发压力，这一规模占可流通政府债务的四分之一，叠加特朗普政府可能延续的扩张性财政政策，美国财政赤字压力或进一步扩大，中金测算显示特朗普“2.0时期”难以有效削减赤字，短期美债发行结构的调整可能引发收益率波动。当前市场处于“谨慎乐观但不宜狂热”的阶段。流动性与政策预期为主线，但基本面并不牢靠。美股行情带有一定“预期催化”成分，主要是对降息的预期与流动性的提前配置。但若宏观经济或政策路径出现偏差（通胀反弹、就业数据转弱、利率决定保守等），现在构建的高估值、高预期组合可能面临明显回调压力。大科技本周在英伟达财报后普遍回调，但仍有分歧。至11月26日收盘，过去一周 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> +3.35%， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> -0.33%， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> -3.36%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> +2.91%， <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","text":"涨跌纷纭——一周大科技表现本周宏观主线核心通胀指标的反弹成为市场关注焦点。美国10月核心PCE物价指数同比上涨2.8%，虽仍高于美联储2%的目标，但环比涨幅较前期放缓，服务价格上涨成为主要推动力，这与美股前期上涨带动的投资组合管理费激增形成联动。美联储政策路径成为市场最大不确定性来源。美国宏观经济数据呈现“韧性与隐忧并存”的特征，美联储政策路径的不确定性持续主导市场情绪，贝森特面临的首要难题是明年6.7万亿美元到期债券的续发压力，这一规模占可流通政府债务的四分之一，叠加特朗普政府可能延续的扩张性财政政策，美国财政赤字压力或进一步扩大，中金测算显示特朗普“2.0时期”难以有效削减赤字，短期美债发行结构的调整可能引发收益率波动。当前市场处于“谨慎乐观但不宜狂热”的阶段。流动性与政策预期为主线，但基本面并不牢靠。美股行情带有一定“预期催化”成分，主要是对降息的预期与流动性的提前配置。但若宏观经济或政策路径出现偏差（通胀反弹、就业数据转弱、利率决定保守等），现在构建的高估值、高预期组合可能面临明显回调压力。大科技本周在英伟达财报后普遍回调，但仍有分歧。至11月26日收盘，过去一周 $苹果(AAPL)$ +3.35%， $微软(MSFT)$ -0.33%， $英伟达(NVDA)$ -3.36%， $亚马逊(AMZN)$ +2.91%， $谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/d82ed67668611d1ae64df0a4091ec9d8","width":"1000","height":"471"},{"img":"https://static.tigerbbs.com/b4d7a42555e9bec50470614c1bbb4108","width":"1270","height":"298"},{"img":"https://static.tigerbbs.com/ca72ac84e5b6417a15101e1bb868566e","width":"1050","height":"402"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505048583708848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505262680396208,"gmtCreate":1764374179724,"gmtModify":1764378951335,"author":{"id":"4227015651827480","authorId":"4227015651827480","name":"Ben 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href=\"https://laohu8.com/OPT/NVDA 20251205 190.0 CALL\">$NVDA 20251205 190.0 CALL$&nbsp;</a> ，很难有新突破。看跌期权160 <a href=\"https://laohu8.com/OPT/NVDA%2020251205%20160.0%20PUT\">$NVDA 20251205 160.0 PUT$</a> 开仓2.9万手，方向不明，说明支撑预期下调。另外下周到期看跌期权密集开仓，说明回调预期强烈，或有做空波动率机会，可以等那时选择短期sell put。 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 周五收涨680以上，然后下周继续冲击690随后回调震荡。看跌期权趋势倾向于押注FOMC后回调。 <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 看涨和看跌开仓显示短线依然比较强劲，不过依然建议保守追涨，sell put可以考虑300 <a href=\"https://laohu8.com/OPT/GOOGL%2020251205%20300.0%20PUT\">$GOOGL 20251205 300.0 PUT$</a>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周收盘170～185。下周震荡区间类似本周，160～190之间震荡。机构继续sell call185对冲190 <a href=\"https://laohu8.com/OPT/NVDA 20251205 190.0 CALL\">$NVDA 20251205 190.0 CALL$&nbsp;</a> ，很难有新突破。看跌期权160 <a href=\"https://laohu8.com/OPT/NVDA%2020251205%20160.0%20PUT\">$NVDA 20251205 160.0 PUT$</a> 开仓2.9万手，方向不明，说明支撑预期下调。另外下周到期看跌期权密集开仓，说明回调预期强烈，或有做空波动率机会，可以等那时选择短期sell put。 <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 周五收涨680以上，然后下周继续冲击690随后回调震荡。看跌期权趋势倾向于押注FOMC后回调。 <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 看涨和看跌开仓显示短线依然比较强劲，不过依然建议保守追涨，sell put可以考虑300 <a href=\"https://laohu8.com/OPT/GOOGL%2020251205%20300.0%20PUT\">$GOOGL 20251205 300.0 PUT$</a>","text":"$英伟达(NVDA)$ 本周收盘170～185。下周震荡区间类似本周，160～190之间震荡。机构继续sell call185对冲190 $NVDA 20251205 190.0 CALL$ ，很难有新突破。看跌期权160 $NVDA 20251205 160.0 PUT$ 开仓2.9万手，方向不明，说明支撑预期下调。另外下周到期看跌期权密集开仓，说明回调预期强烈，或有做空波动率机会，可以等那时选择短期sell put。 $标普500ETF(SPY)$ 周五收涨680以上，然后下周继续冲击690随后回调震荡。看跌期权趋势倾向于押注FOMC后回调。 $谷歌A(GOOGL)$ 看涨和看跌开仓显示短线依然比较强劲，不过依然建议保守追涨，sell put可以考虑300 $GOOGL 20251205 300.0 PUT$","images":[{"img":"https://static.tigerbbs.com/b2d16e629cf1c0ff8704182715350b63","width":"1042","height":"1058"},{"img":"https://static.tigerbbs.com/7bb54f9c193905955640131dcaedc099","width":"1044","height":"1058"},{"img":"https://static.tigerbbs.com/375e99330c640a8da94963a71aaf98f4","width":"1038","height":"898"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505130737770672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505264640368856,"gmtCreate":1764374090222,"gmtModify":1764378951314,"author":{"id":"4227015651827480","authorId":"4227015651827480","name":"Ben 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