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马斯克财富过山车：SpaceX自高点腰斩，特斯拉同步创年内新低

SpaceX自6月触及225.64美元的高点以来，市值已蒸发超过1.2万亿美元——这几乎正好相当于马斯克另一家公司特斯拉的全部市值，而特斯拉的股价刚刚跌至近一年来的低点。周一，SpaceX在过去16个交易日中第13次下跌，跌幅超过1%，收于113.50美元。尽管部分期权流在多头和空头之间趋于平衡，但周一SpaceX最大的单笔期权交易总体呈中性至偏多方向。有一点是确定的：SpaceX正为交易员提供市场上最疯狂的过山车之一。

马斯克财富过山车：SpaceX自高点腰斩，特斯拉同步创年内新低

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src=\"https://static.tigerbbs.com/aeac90bbdb65b10f51d4e74785cc0673\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">尽管部分期权流在多头和空头之间趋于平衡，但周一SpaceX最大的单笔期权交易总体呈中性至偏多方向。小型投机者仍在大量买入“几乎不可能”的看涨期权——这些期权需要这只暴跌的股票快速反转并翻倍才能获利。</p><p style=\"text-align: left;\">从成交量来看，周一看跌期权的交易量超过了看涨期权——交易员买入10.6万份看涨期权，相比之下买入7.7万份看跌期权，不过4.42亿美元权利金中的大部分与看跌期权相关。成交量最大的合约是周五到期的330行权价看涨期权，该合约价格仅为0.10美元，据ThinkOrSwim数据显示，其成功概率约为三分之一。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>LiveVol数据显示，权利金最大的五笔交易中有四笔呈中性或偏多方向。其中包括两笔巨额的看跌期权价差卖出交易——其中一笔是数百万美元的价内看跌期权价差卖出，需要SpaceX反弹才能获利；另一笔交易者卖出5，200份10月16日到期的100行权价看跌期权，同时买入7，000份同到期日的85行权价看跌期权，套取180万美元权利金。</p><p style=\"text-align: left;\">“作为投资者，现在还为时过早；作为交易员，华尔街现在正在因资本支出而惩罚AI股票，”芝加哥Prosper Trading Academy科技与动量策略专家Charles Moon表示。</p><p style=\"text-align: left;\">有一点是确定的：SpaceX正为交易员提供市场上最疯狂的过山车之一。虽然财报通常是降低波动性的事件，但下周财报公布后情况未必如此。</p><p style=\"text-align: left;\">SpaceX上市以来的首份财报将为投资者解锁20%的合格锁定期股票铺平道路——在财报公布后的第二个完整交易日（即8月6日），最多可达9.115亿股的股票将可出售。</p><p style=\"text-align: left;\">“我不认为SpaceX的锁定期解锁会像大家担心的那么糟糕，”Moon说。“但对股价来说也不会是什么利好。”</p></body></html>","source":"sina","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>马斯克财富过山车：SpaceX自高点腰斩，特斯拉同步创年内新低</title>\n<style 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href=\"https://finance.sina.com.cn/world/2026-07-28/doc-inikhyqq9496543.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd37afded951cbf823324de80e716c3a","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","SPCU":"2倍做多SpaceX ETF-Defiance","07366":"南方两倍做空特斯拉","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP 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H2-SGD"},"source_url":"https://finance.sina.com.cn/world/2026-07-28/doc-inikhyqq9496543.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2654625026","content_text":"7月28日，SpaceX自6月触及225.64美元的高点以来，市值已蒸发超过1.2万亿美元——这几乎正好相当于马斯克另一家公司特斯拉的全部市值，而特斯拉的股价刚刚跌至近一年来的低点。周一，SpaceX在过去16个交易日中第13次下跌，跌幅超过1%，收于113.50美元。尽管部分期权流在多头和空头之间趋于平衡，但周一SpaceX最大的单笔期权交易总体呈中性至偏多方向。小型投机者仍在大量买入“几乎不可能”的看涨期权——这些期权需要这只暴跌的股票快速反转并翻倍才能获利。从成交量来看，周一看跌期权的交易量超过了看涨期权——交易员买入10.6万份看涨期权，相比之下买入7.7万份看跌期权，不过4.42亿美元权利金中的大部分与看跌期权相关。成交量最大的合约是周五到期的330行权价看涨期权，该合约价格仅为0.10美元，据ThinkOrSwim数据显示，其成功概率约为三分之一。芝加哥期权交易所LiveVol数据显示，权利金最大的五笔交易中有四笔呈中性或偏多方向。其中包括两笔巨额的看跌期权价差卖出交易——其中一笔是数百万美元的价内看跌期权价差卖出，需要SpaceX反弹才能获利；另一笔交易者卖出5，200份10月16日到期的100行权价看跌期权，同时买入7，000份同到期日的85行权价看跌期权，套取180万美元权利金。“作为投资者，现在还为时过早；作为交易员，华尔街现在正在因资本支出而惩罚AI股票，”芝加哥Prosper Trading Academy科技与动量策略专家Charles 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