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阿达7_
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阿达7_
阿达7_
·
06-16
$SpaceX(SPCX)$
大家小心吧,尾盘这样拉明天准备埋散户了。不是说这个票今后不值,是现在虚高了。黄大嘴前面说迈威尔科技下一个万亿市值当天回调20%,马大嘴也喊了小心回调
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5
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阿达7_
阿达7_
·
06-16
$Rocket Lab USA, Inc.(RKLB)$
这么多机构喊涨了,看来要大幅回调了。前面有黄大嘴喊话迈威尔万亿,当天回调20%多
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1,679
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3
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阿达7_
阿达7_
·
06-11
$回声星通信(SATS)$
这个股票控盘的乐色东西,不得好四的东西。我call行权价112,权利金6.6,行权日6月12买了13手,昨天113+把我洗出去了。昨天入的甲骨文埋了。几十个没有了。这个票控盘的必遭天谴。
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阿达7_
阿达7_
·
06-11
$甲骨文(ORCL)$
天好绝人生路啊,买call归零了。
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1,036
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4
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编组 21备份 2
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阿达7_
阿达7_
·
06-10
$回声星通信(SATS)$
空头今天把这个票干到90就漂亮了,这些多头就是一些渣渣
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351
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阿达7_
阿达7_
·
06-10
$回声星通信(SATS)$
这个菜鸡真是弱,多头真菜被做掉。亏死这些乐色,回归17元价值吧。
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299
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编组 21备份 2
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阿达7_
阿达7_
·
06-10
世人皆醉我独醒
期权大单|迈威尔重挫7%,千万收租单托底伴300美元Call活跃;诺基亚IV飙至96%,15美元Call受捧
期权方面,$迈威尔科技$ 当日成交52.44万张,看涨期权占比64%,其中于6月12日到期的300美元行使价的看涨期权成交居前,成交近3万张,紧随其后的是6月18日到期、同行使价的看涨期权,成交逾2.2万张。全天交投活跃,成交量达1.86亿,成交额为25.92亿美元。近两日大单交易呈现结构性特征。
期权大单|迈威尔重挫7%,千万收租单托底伴300美元Call活跃;诺基亚IV飙至96%,15美元Call受捧
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阿达7_
阿达7_
·
06-10
$回声星通信(SATS)$
做个期权续了命,继续来干你。
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330
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阿达7_
阿达7_
·
06-10
$迈威尔科技(MRVL)$
一天的时间走了!希望我spacex映射股顺利吧!
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阿达7_
阿达7_
·
06-09
Replying to
@棉麻布衣
:记得来看看尾盘的水花 [微笑]//
@棉麻布衣
:实话告诉你,你必崩
@阿达7_:
$美光科技(MU)$ 实话告诉你们,美光必崩
$美光科技(MU)$ 实话告诉你们,美光必崩
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这么多机构喊涨了,看来要大幅回调了。前面有黄大嘴喊话迈威尔万亿,当天回调20%多","text":"$Rocket Lab USA, Inc.(RKLB)$ 这么多机构喊涨了,看来要大幅回调了。前面有黄大嘴喊话迈威尔万亿,当天回调20%多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/575596307562760","isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502327998846568","authorId":"3502327998846568","name":"阿达7_","avatar":"https://static.tigerbbs.com/74b0c86a69a5e4abef8f4bcf94ea1c37","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3502327998846568","idStr":"3502327998846568"},"content":"尾盘拉升看来就是准备埋散户了","text":"尾盘拉升看来就是准备埋散户了","html":"尾盘拉升看来就是准备埋散户了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574171684759288,"gmtCreate":1781192521640,"gmtModify":1781193523148,"author":{"id":"3502327998846568","authorId":"3502327998846568","name":"阿达7_","avatar":"https://static.tigerbbs.com/74b0c86a69a5e4abef8f4bcf94ea1c37","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502327998846568","idStr":"3502327998846568"},"themes":[],"title":"","htmlText":"<a 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天好绝人生路啊,买call归零了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/573834185310488","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"content":"为啥不call和put同时买","text":"为啥不call和put同时买","html":"为啥不call和put同时买"},{"author":{"id":"3540680319507322","authorId":"3540680319507322","name":"BenBina","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3540680319507322","idStr":"3540680319507322"},"content":"为啥不同时买call和put","text":"为啥不同时买call和put","html":"为啥不同时买call和put"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573727947273576,"gmtCreate":1781099945526,"gmtModify":1781100200695,"author":{"id":"3502327998846568","authorId":"3502327998846568","name":"阿达7_","avatar":"https://static.tigerbbs.com/74b0c86a69a5e4abef8f4bcf94ea1c37","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502327998846568","idStr":"3502327998846568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SATS\">$回声星通信(SATS)$ </a> 空头今天把这个票干到90就漂亮了,这些多头就是一些渣渣","listText":"<a href=\"https://laohu8.com/S/SATS\">$回声星通信(SATS)$ </a> 空头今天把这个票干到90就漂亮了,这些多头就是一些渣渣","text":"$回声星通信(SATS)$ 空头今天把这个票干到90就漂亮了,这些多头就是一些渣渣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573727947273576","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573727337203288,"gmtCreate":1781099799385,"gmtModify":1781100050455,"author":{"id":"3502327998846568","authorId":"3502327998846568","name":"阿达7_","avatar":"https://static.tigerbbs.com/74b0c86a69a5e4abef8f4bcf94ea1c37","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502327998846568","idStr":"3502327998846568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SATS\">$回声星通信(SATS)$ </a> 这个菜鸡真是弱,多头真菜被做掉。亏死这些乐色,回归17元价值吧。","listText":"<a href=\"https://laohu8.com/S/SATS\">$回声星通信(SATS)$ </a> 这个菜鸡真是弱,多头真菜被做掉。亏死这些乐色,回归17元价值吧。","text":"$回声星通信(SATS)$ 这个菜鸡真是弱,多头真菜被做掉。亏死这些乐色,回归17元价值吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573727337203288","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573627036448744,"gmtCreate":1781075373901,"gmtModify":1781075554159,"author":{"id":"3502327998846568","authorId":"3502327998846568","name":"阿达7_","avatar":"https://static.tigerbbs.com/74b0c86a69a5e4abef8f4bcf94ea1c37","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502327998846568","idStr":"3502327998846568"},"themes":[],"title":"","htmlText":"世人皆醉我独醒","listText":"世人皆醉我独醒","text":"世人皆醉我独醒","images":[{"img":"https://static.tigerbbs.com/c7825d967709bf8b1e33d6fce70d541d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573627036448744","repostId":"1160113033","repostType":4,"repost":{"id":"1160113033","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":1781074800,"share":"https://www.laohu8.com/m/news/1160113033?lang=zh_CN&edition=full","pubTime":"2026-06-10 15:00","market":"us","language":"zh","title":"期权大单|迈威尔重挫7%,千万收租单托底伴300美元Call活跃;诺基亚IV飙至96%,15美元Call受捧","url":"https://stock-news.laohu8.com/highlight/detail?id=1160113033","media":"老虎资讯综合","summary":"期权方面,$迈威尔科技$ 当日成交52.44万张,看涨期权占比64%,其中于6月12日到期的300美元行使价的看涨期权成交居前,成交近3万张,紧随其后的是6月18日到期、同行使价的看涨期权,成交逾2.2万张。全天交投活跃,成交量达1.86亿,成交额为25.92亿美元。近两日大单交易呈现结构性特征。","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\">周三,期权市场总成交量7876.4万张合约,高于90日均量;迈威尔科技当日成交52.44万张,看涨期权占比64%;诺基亚当日成交49.47万张,看涨期权占比80%,隐含波动率高达84.22%>></p></blockquote><h2 id=\"id_755560249\" style=\"text-align: left;\">一、市场概览 (6月10日)</h2><p style=\"text-align: left;\">美东时间周三,美股三大指数收盘情况:道琼斯指数升0.17%,报50872.11点;标普500指数跌0.26%,报7386.65点;纳斯达克综合指数跌0.97%,报25678.82点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5b0e264c1b2c28b5cdcfcc02c951911\" title=\"\" tg-width=\"757\" tg-height=\"187\"/></p><p style=\"text-align: left;\">期权市场总成交量7876.4万张合约,高于90日均量(6233.13万张合约),其中看涨期权占比54%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70e51b07ed5b9f4a5409d9ad0710f57a\" tg-width=\"1881\" tg-height=\"508\"/></p><h2 id=\"id_494818010\" style=\"text-align: left;\">二、期权成交总量TOP10</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5263327d1f522c2d12c17a4ec6e73aa8\" tg-width=\"1279\" tg-height=\"2319\"/></p><p style=\"text-align: left;\"> <strong><a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a> 昨日大跌7.61%,收报266.88美元,成交额高达251.66亿美元,股价自52周高位已回调逾17%,总市值回落至约2,336.68亿美元。</strong></p><p style=\"text-align: left;\">消息面上,受Semi Analysis报告指CPO量产推迟至2028年影响,美股光通信板块重挫,迈威尔股价也因此受到影响,但市场对此仍存在分歧,有传闻称英伟达高管预计CPO下半年即放量。业内普遍认为,技术延期未改AI基建的强劲需求,反而延长了可插拔光模块的生命周期,并加速NPO项目推进,板块短期暴跌或存在“错杀”机会。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2d3267f0051669d2d9f731b9315e7bc3\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">期权方面,<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a> 当日成交52.44万张,看涨期权占比64%,其中于6月12日到期的300美元行使价的看涨期权成交居前,成交近3万张,紧随其后的是6月18日到期、同行使价(300美元)的看涨期权,成交逾2.2万张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43a507a53f76042e8f23f21c10c3615f\" tg-width=\"1588\" tg-height=\"406\"/></p><p style=\"text-align: left;\">大单交易清晰揭示了机构资金的分歧与结构化布局。最引人注目的是一笔远期的卖出看跌期权交易:有资金卖出了2000张2027年1月到期、行权价250美元的虚值看跌期权(Put),成交额高达1325.20万美元。此举意在押注超过一年半后股价仍能守在250美元上方,属于典型的中性偏多、收取权利金的“收租”策略,显示出对MRVL长期基本面的信心。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60c3d0a2626ffc2c4eb08ed166a703a9\" tg-width=\"1280\" tg-height=\"385\"/></p><p style=\"text-align: left;\">与此同时,另一笔大额交易方向截然相反:有交易者买入了2000张本周五(6月12日)到期、行权价280美元的实值看跌期权,耗资525.40万美元。这是一笔明确的短期看空或下行风险对冲交易,目标直指近期的股价下跌。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b558dc9c63e2f13be1c41e76313ed4d\" tg-width=\"1280\" tg-height=\"409\"/></p><p style=\"text-align: left;\">此外,市场还出现了一组复杂的看涨期权组合(Iron Condor或类似策略),通过同时买入和卖出不同行权价的虚值看涨期权,净收取了约122.16万美元的权利金,其目的是押注股价在未来一段时间内将在特定区间(如290-320美元)内震荡。</p><h2 id=\"id_3096592527\" style=\"text-align: left;\">三、异动观察</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f46f417f76e4ffe58350cdfb76b9f32c\" tg-width=\"784\" tg-height=\"544\"/></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NOK\">诺基亚</a> 6月10日收盘下跌5.07%,股价报收13.85美元,总市值回落至约773.25亿美元。全天交投活跃,成交量达1.86亿,成交额为25.92亿美元。</strong></p><p>消息面上,同因SemiAnalysis最新报告指出800VDC与CPO规模量产将推迟至2028年后,引发美股光通信板块集体抛售。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/877090e9c144e71c9a1fcd6421cb0ddd\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">期权方面,诺基亚当日成交49.47万张,看涨期权占比为80%,其中于7月17日到期、15美元行使价的看涨期权成交居前,成交量达17,239张;紧随其后的是6月12日到期、行使价分别为16美元及15.50美元的看涨期权也交投活跃,成交分别达到16,451张及16,341张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/462553c1be233450953510606f05d547\" tg-width=\"1255\" tg-height=\"426\"/></p><p style=\"text-align: left;\">当前诺基亚期权的隐含波动率(IV)高达84.22%,其IV百分位达到96.41%,远超70%的高波动阈值,表明期权定价处于历史性的昂贵水平。这反映了市场预期未来股价将出现剧烈波动。同时,Call/Put成交量比为4.06,显示出看涨期权的交易热度远高于看跌期权,市场情绪整体偏向积极,但需警惕高IV环境下买方的成本压力。</p><p>近两日大单交易呈现结构性特征。一方面,有资金积极押注中长期上涨:包括买入6000张于2026年12月到期的21美元虚值看涨期权(成交额约117.6万美元),以及一笔2027年1月到期的合成多头头寸(买入14美元Call同时卖出13美元Put,净支出17万美元)。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5c1d133efc13610a90779b44ef89a1a\" tg-width=\"1280\" tg-height=\"396\"/></p><p>另一方面,资金在近月合约上偏向保守:集中卖出2026年7月到期的14美元和15美元虚值看涨期权,成交额分别为38.18万和45.21万美元,意在收取权利金,表达了对短期大幅上涨空间的谨慎看法。整体来看,大单布局呈现出“远月偏多、近月收租”的复杂策略。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1ade666fbaef63dfa9ab9689c4e2ad8b\" tg-width=\"1270\" tg-height=\"425\"/></p><p>鉴于当前隐含波动率处于历史高位,期权卖方机会凸显,可考虑卖出虚值程度较深(如行权价16美元以上)的看涨期权以收取高额权利金;若不愿承担过多保证金风险,可构建牛市价差策略(如买入近月14美元Call,同时卖出同月16美元Call)以降低成本和风险敞口。</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></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|迈威尔重挫7%,千万收租单托底伴300美元Call活跃;诺基亚IV飙至96%,15美元Call受捧</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|迈威尔重挫7%,千万收租单托底伴300美元Call活跃;诺基亚IV飙至96%,15美元Call受捧\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\">2026-06-10 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\">周三,期权市场总成交量7876.4万张合约,高于90日均量;迈威尔科技当日成交52.44万张,看涨期权占比64%;诺基亚当日成交49.47万张,看涨期权占比80%,隐含波动率高达84.22%>></p></blockquote><h2 id=\"id_755560249\" style=\"text-align: left;\">一、市场概览 (6月10日)</h2><p style=\"text-align: left;\">美东时间周三,美股三大指数收盘情况:道琼斯指数升0.17%,报50872.11点;标普500指数跌0.26%,报7386.65点;纳斯达克综合指数跌0.97%,报25678.82点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5b0e264c1b2c28b5cdcfcc02c951911\" title=\"\" tg-width=\"757\" tg-height=\"187\"/></p><p style=\"text-align: left;\">期权市场总成交量7876.4万张合约,高于90日均量(6233.13万张合约),其中看涨期权占比54%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70e51b07ed5b9f4a5409d9ad0710f57a\" tg-width=\"1881\" tg-height=\"508\"/></p><h2 id=\"id_494818010\" style=\"text-align: left;\">二、期权成交总量TOP10</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5263327d1f522c2d12c17a4ec6e73aa8\" tg-width=\"1279\" tg-height=\"2319\"/></p><p style=\"text-align: left;\"> <strong><a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a> 昨日大跌7.61%,收报266.88美元,成交额高达251.66亿美元,股价自52周高位已回调逾17%,总市值回落至约2,336.68亿美元。</strong></p><p style=\"text-align: left;\">消息面上,受Semi Analysis报告指CPO量产推迟至2028年影响,美股光通信板块重挫,迈威尔股价也因此受到影响,但市场对此仍存在分歧,有传闻称英伟达高管预计CPO下半年即放量。业内普遍认为,技术延期未改AI基建的强劲需求,反而延长了可插拔光模块的生命周期,并加速NPO项目推进,板块短期暴跌或存在“错杀”机会。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2d3267f0051669d2d9f731b9315e7bc3\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">期权方面,<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a> 当日成交52.44万张,看涨期权占比64%,其中于6月12日到期的300美元行使价的看涨期权成交居前,成交近3万张,紧随其后的是6月18日到期、同行使价(300美元)的看涨期权,成交逾2.2万张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/43a507a53f76042e8f23f21c10c3615f\" tg-width=\"1588\" tg-height=\"406\"/></p><p style=\"text-align: left;\">大单交易清晰揭示了机构资金的分歧与结构化布局。最引人注目的是一笔远期的卖出看跌期权交易:有资金卖出了2000张2027年1月到期、行权价250美元的虚值看跌期权(Put),成交额高达1325.20万美元。此举意在押注超过一年半后股价仍能守在250美元上方,属于典型的中性偏多、收取权利金的“收租”策略,显示出对MRVL长期基本面的信心。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60c3d0a2626ffc2c4eb08ed166a703a9\" tg-width=\"1280\" tg-height=\"385\"/></p><p style=\"text-align: left;\">与此同时,另一笔大额交易方向截然相反:有交易者买入了2000张本周五(6月12日)到期、行权价280美元的实值看跌期权,耗资525.40万美元。这是一笔明确的短期看空或下行风险对冲交易,目标直指近期的股价下跌。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b558dc9c63e2f13be1c41e76313ed4d\" tg-width=\"1280\" tg-height=\"409\"/></p><p style=\"text-align: left;\">此外,市场还出现了一组复杂的看涨期权组合(Iron Condor或类似策略),通过同时买入和卖出不同行权价的虚值看涨期权,净收取了约122.16万美元的权利金,其目的是押注股价在未来一段时间内将在特定区间(如290-320美元)内震荡。</p><h2 id=\"id_3096592527\" style=\"text-align: left;\">三、异动观察</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f46f417f76e4ffe58350cdfb76b9f32c\" tg-width=\"784\" tg-height=\"544\"/></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NOK\">诺基亚</a> 6月10日收盘下跌5.07%,股价报收13.85美元,总市值回落至约773.25亿美元。全天交投活跃,成交量达1.86亿,成交额为25.92亿美元。</strong></p><p>消息面上,同因SemiAnalysis最新报告指出800VDC与CPO规模量产将推迟至2028年后,引发美股光通信板块集体抛售。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/877090e9c144e71c9a1fcd6421cb0ddd\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">期权方面,诺基亚当日成交49.47万张,看涨期权占比为80%,其中于7月17日到期、15美元行使价的看涨期权成交居前,成交量达17,239张;紧随其后的是6月12日到期、行使价分别为16美元及15.50美元的看涨期权也交投活跃,成交分别达到16,451张及16,341张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/462553c1be233450953510606f05d547\" tg-width=\"1255\" tg-height=\"426\"/></p><p style=\"text-align: left;\">当前诺基亚期权的隐含波动率(IV)高达84.22%,其IV百分位达到96.41%,远超70%的高波动阈值,表明期权定价处于历史性的昂贵水平。这反映了市场预期未来股价将出现剧烈波动。同时,Call/Put成交量比为4.06,显示出看涨期权的交易热度远高于看跌期权,市场情绪整体偏向积极,但需警惕高IV环境下买方的成本压力。</p><p>近两日大单交易呈现结构性特征。一方面,有资金积极押注中长期上涨:包括买入6000张于2026年12月到期的21美元虚值看涨期权(成交额约117.6万美元),以及一笔2027年1月到期的合成多头头寸(买入14美元Call同时卖出13美元Put,净支出17万美元)。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5c1d133efc13610a90779b44ef89a1a\" tg-width=\"1280\" tg-height=\"396\"/></p><p>另一方面,资金在近月合约上偏向保守:集中卖出2026年7月到期的14美元和15美元虚值看涨期权,成交额分别为38.18万和45.21万美元,意在收取权利金,表达了对短期大幅上涨空间的谨慎看法。整体来看,大单布局呈现出“远月偏多、近月收租”的复杂策略。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1ade666fbaef63dfa9ab9689c4e2ad8b\" tg-width=\"1270\" tg-height=\"425\"/></p><p>鉴于当前隐含波动率处于历史高位,期权卖方机会凸显,可考虑卖出虚值程度较深(如行权价16美元以上)的看涨期权以收取高额权利金;若不愿承担过多保证金风险,可构建牛市价差策略(如买入近月14美元Call,同时卖出同月16美元Call)以降低成本和风险敞口。</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LNOK":"Defiance Daily Target 2X Long NOK ETF","MRVU":"Direxion Daily MRVL Bull 2X ETF","NOK":"诺基亚","MVLL":"2倍做多MRVL ETF-GraniteShares","MRVL":"迈威尔科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160113033","content_text":"周三,期权市场总成交量7876.4万张合约,高于90日均量;迈威尔科技当日成交52.44万张,看涨期权占比64%;诺基亚当日成交49.47万张,看涨期权占比80%,隐含波动率高达84.22%>>一、市场概览 (6月10日)美东时间周三,美股三大指数收盘情况:道琼斯指数升0.17%,报50872.11点;标普500指数跌0.26%,报7386.65点;纳斯达克综合指数跌0.97%,报25678.82点。期权市场总成交量7876.4万张合约,高于90日均量(6233.13万张合约),其中看涨期权占比54%。二、期权成交总量TOP10 迈威尔科技 昨日大跌7.61%,收报266.88美元,成交额高达251.66亿美元,股价自52周高位已回调逾17%,总市值回落至约2,336.68亿美元。消息面上,受Semi Analysis报告指CPO量产推迟至2028年影响,美股光通信板块重挫,迈威尔股价也因此受到影响,但市场对此仍存在分歧,有传闻称英伟达高管预计CPO下半年即放量。业内普遍认为,技术延期未改AI基建的强劲需求,反而延长了可插拔光模块的生命周期,并加速NPO项目推进,板块短期暴跌或存在“错杀”机会。期权方面,迈威尔科技 当日成交52.44万张,看涨期权占比64%,其中于6月12日到期的300美元行使价的看涨期权成交居前,成交近3万张,紧随其后的是6月18日到期、同行使价(300美元)的看涨期权,成交逾2.2万张。大单交易清晰揭示了机构资金的分歧与结构化布局。最引人注目的是一笔远期的卖出看跌期权交易:有资金卖出了2000张2027年1月到期、行权价250美元的虚值看跌期权(Put),成交额高达1325.20万美元。此举意在押注超过一年半后股价仍能守在250美元上方,属于典型的中性偏多、收取权利金的“收租”策略,显示出对MRVL长期基本面的信心。与此同时,另一笔大额交易方向截然相反:有交易者买入了2000张本周五(6月12日)到期、行权价280美元的实值看跌期权,耗资525.40万美元。这是一笔明确的短期看空或下行风险对冲交易,目标直指近期的股价下跌。此外,市场还出现了一组复杂的看涨期权组合(Iron Condor或类似策略),通过同时买入和卖出不同行权价的虚值看涨期权,净收取了约122.16万美元的权利金,其目的是押注股价在未来一段时间内将在特定区间(如290-320美元)内震荡。三、异动观察诺基亚 6月10日收盘下跌5.07%,股价报收13.85美元,总市值回落至约773.25亿美元。全天交投活跃,成交量达1.86亿,成交额为25.92亿美元。消息面上,同因SemiAnalysis最新报告指出800VDC与CPO规模量产将推迟至2028年后,引发美股光通信板块集体抛售。期权方面,诺基亚当日成交49.47万张,看涨期权占比为80%,其中于7月17日到期、15美元行使价的看涨期权成交居前,成交量达17,239张;紧随其后的是6月12日到期、行使价分别为16美元及15.50美元的看涨期权也交投活跃,成交分别达到16,451张及16,341张。当前诺基亚期权的隐含波动率(IV)高达84.22%,其IV百分位达到96.41%,远超70%的高波动阈值,表明期权定价处于历史性的昂贵水平。这反映了市场预期未来股价将出现剧烈波动。同时,Call/Put成交量比为4.06,显示出看涨期权的交易热度远高于看跌期权,市场情绪整体偏向积极,但需警惕高IV环境下买方的成本压力。近两日大单交易呈现结构性特征。一方面,有资金积极押注中长期上涨:包括买入6000张于2026年12月到期的21美元虚值看涨期权(成交额约117.6万美元),以及一笔2027年1月到期的合成多头头寸(买入14美元Call同时卖出13美元Put,净支出17万美元)。另一方面,资金在近月合约上偏向保守:集中卖出2026年7月到期的14美元和15美元虚值看涨期权,成交额分别为38.18万和45.21万美元,意在收取权利金,表达了对短期大幅上涨空间的谨慎看法。整体来看,大单布局呈现出“远月偏多、近月收租”的复杂策略。鉴于当前隐含波动率处于历史高位,期权卖方机会凸显,可考虑卖出虚值程度较深(如行权价16美元以上)的看涨期权以收取高额权利金;若不愿承担过多保证金风险,可构建牛市价差策略(如买入近月14美元Call,同时卖出同月16美元Call)以降低成本和风险敞口。","news_type":1,"symbols_score_info":{"LNOK":0.6,"MRVU":0.6,"MRVL":2,"MVLL":0.6,"NOK":2}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":573467427682896,"gmtCreate":1781036417718,"gmtModify":1781039797121,"author":{"id":"3502327998846568","authorId":"3502327998846568","name":"阿达7_","avatar":"https://static.tigerbbs.com/74b0c86a69a5e4abef8f4bcf94ea1c37","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502327998846568","idStr":"3502327998846568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SATS\">$回声星通信(SATS)$ </a> 做个期权续了命,继续来干你。","listText":"<a href=\"https://laohu8.com/S/SATS\">$回声星通信(SATS)$ </a> 做个期权续了命,继续来干你。","text":"$回声星通信(SATS)$ 做个期权续了命,继续来干你。","images":[{"img":"https://static.tigerbbs.com/c7825d967709bf8b1e33d6fce70d541d","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573467427682896","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":573413828124728,"gmtCreate":1781023348284,"gmtModify":1781023426974,"author":{"id":"3502327998846568","authorId":"3502327998846568","name":"阿达7_","avatar":"https://static.tigerbbs.com/74b0c86a69a5e4abef8f4bcf94ea1c37","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502327998846568","idStr":"3502327998846568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$ </a> 一天的时间走了!希望我spacex映射股顺利吧!","listText":"<a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$ </a> 一天的时间走了!希望我spacex映射股顺利吧!","text":"$迈威尔科技(MRVL)$ 一天的时间走了!希望我spacex映射股顺利吧!","images":[{"img":"https://static.tigerbbs.com/f8ccae295f81df99e3e541067c65dd6b","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573413828124728","isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":573390443930464,"gmtCreate":1781017543787,"gmtModify":1781017901496,"author":{"id":"3502327998846568","authorId":"3502327998846568","name":"阿达7_","avatar":"https://static.tigerbbs.com/74b0c86a69a5e4abef8f4bcf94ea1c37","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502327998846568","idStr":"3502327998846568"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3562580427860238\">@棉麻布衣</a>:记得来看看尾盘的水花 [微笑]//<a href=\"https://laohu8.com/U/3562580427860238\">@棉麻布衣</a>:实话告诉你,你必崩","listText":"Replying to <a href=\"https://laohu8.com/U/3562580427860238\">@棉麻布衣</a>:记得来看看尾盘的水花 [微笑]//<a href=\"https://laohu8.com/U/3562580427860238\">@棉麻布衣</a>:实话告诉你,你必崩","text":"Replying to @棉麻布衣:记得来看看尾盘的水花 [微笑]//@棉麻布衣:实话告诉你,你必崩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573390443930464","repostId":"573016680777952","repostType":1,"repost":{"id":573016680777952,"gmtCreate":1780931886493,"gmtModify":1781000400053,"author":{"id":"3502327998846568","authorId":"3502327998846568","name":"阿达7_","avatar":"https://static.tigerbbs.com/74b0c86a69a5e4abef8f4bcf94ea1c37","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502327998846568","idStr":"3502327998846568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 实话告诉你们,美光必崩","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 实话告诉你们,美光必崩","text":"$美光科技(MU)$ 实话告诉你们,美光必崩","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573016680777952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}