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期权聚焦 | 超微电脑35.78万美元买入30美元Call，叠加34.5/36.5牛市价差，大单偏多但上方克制？
11-05 09:02
期权聚焦 | 拼多多IV高企仍现牛市看跌价差，卖出近月85Put买入远月85Put净收23.75万，资金温和看多收租
11-05 09:02
期权聚焦 | 台积电惊现合成看涨大单：买450Call卖350Put锁定远期多头，另有270万美元卖460Call封顶涨幅
11-05 09:02
期权聚焦 | Coinbase现2027年115/130美元牛市看跌价差大单，净收租38.7万美元押注中期稳中偏强
11-05 09:02
期权聚焦 | CoreWeave惊现220万美元跨期熊市Put价差，叠加远期55Call买入，多空博弈加剧？
11-05 09:02
期权聚焦 | AXTI惊现206万美元双卖PUT收租大单，虚值40/45美元双保险押注长期不深跌，偏空防守情绪升温？
11-05 09:02
期权聚焦 | 西部数据现熊市看跌价差大单，买入320P卖250P净收2.88万押注走弱；C/P量比0.88，空头情绪占主导
11-05 09:02
期权聚焦 | 纳斯达克100指数惊现2917万美元远月虚值Put卖出，机构押注不深跌、高位收租情绪偏暖
11-05 09:02
期权聚焦 | IREN跌超11%后IV飙至94%分位，大单卖出2027年22美元Call收租，同时买入20美元Put押注回落
11-05 09:02
期权聚焦 | Strategy惊现68.57万美元熊市看涨价差，146/150Call收租压顶；大单整体仍偏多
11-05 09:01
期权聚焦 | Meta惊现548万美元远期牛市看涨价差，机构押注700-800美元区间，看空力量缺席暗示涨势未完？
11-05 09:01
期权聚焦 | 苹果惊现连环熊市看涨价差，347.5/350Call双卖+332.5/330Put保护，350成关键阻力？
11-05 09:01
期权聚焦 | 标普500ETF惊现1407万美元远期双买Put，机构重仓押注2026年深跌；全量大单情绪仍偏多
11-05 09:01
期权聚焦 | Circle Internet超百万美元买入26年12月80Call，押注一年内突破上行；卖90Call仅16万，看涨情绪占优
11-05 09:01
期权聚焦 | Palantir 449万美元卖出远月140Put押注下方支撑，同步双买187.5/192.5Call博弈冲高
11-05 09:01
期权聚焦 | 博通虚值Call遭卖出，330美元行权价成短期天花板？大单偏空试探上方阻力
11-05 09:01
期权聚焦 | 谷歌A惊现183万美元远期深度虚值Put卖出，叠加16万美元熊市看跌价差，谨慎偏多还是暗藏防守？
11-05 09:01
期权聚焦 | 亚马逊770万美元合成看涨大单押注2028年380Call，同时卖出220Put；整体大单情绪偏多
11-05 09:01
期权聚焦 | 微软426万美元牛市价差押注560-610美元，双卖Put收租暗藏谨慎，看多情绪占优？
11-05 09:01
期权聚焦 | NEBIUS大跌6.67%，168万美元买入2027年75美元深度虚值Put，大单情绪全面偏空
11-05 09:01
期权聚焦 | 甲骨文惊现百万美元熊市看涨价差，125/150 Call组合押注上行受限；另有183万美元双买Call博远期大涨
11-05 09:00
期权聚焦 | 纳指100ETF现2061万美元CALL三腿收租组合，卖出690/710Call控上行风险，市场情绪偏多
11-05 09:00
期权聚焦 | 迈威尔科技远期实值Put连环大单压境，两笔超千万资金锁定2026年165/170行权价，防御性看空情绪升温？
11-05 09:00
期权聚焦 | 特斯拉大单偏多：182万美元卖380Put收租，412.5/425牛市价差押反弹
11-05 09:00
期权聚焦 | 英伟达惊现1537万美元牛市看涨价差，另有810万双卖实值Put，局部看多难掩整体偏空？
11-05 09:00
期权聚焦 | SpaceX惊现2884万美元合成看跌大单，远期130Put+卖170Call押注长期走弱，机构情绪偏空
11-05 09:00
期权聚焦 | 美国超微公司惊现远期300/290美元熊市看跌价差，机构大单偏空布局中长期回落
11-05 09:00
期权聚焦 | SK海力士249万美元卖出远月140美元Put，虚值收租押注股价守住关键位，大单情绪偏多
11-05 09:00
期权聚焦 | 谷歌近千万美元卖出远月330Call，叠加熊市看跌价差，机构情绪明显偏空？
11-05 09:00
期权聚焦 | 英特尔惊现1339万美元实值Put大单，2027年70美元行权价重仓押跌；合成多头仅7万美元试仓，空头情绪主导？
11-05 09:00
期权聚焦 | 美光科技1900万美元远期CALL组合押注2026显著上行，偏多情绪主导大单
11-05 09:00
期权聚焦 | 西部数据惊现1842万美元Sell Put大单，机构押注300美元上方收租，看涨情绪明显
11-04 09:02
期权聚焦 | IREN惊现435万美元熊市看跌价差，叠加257万美元远期Put买入，机构大单全面押注下行？
11-04 09:02
期权聚焦 | 奈飞惊现2872万美元同向双卖Call收租，远月66/86行权价双卖压顶，机构押注反弹高度有限？
11-04 09:02
期权聚焦 | Moderna惊现556万美元熊市看跌价差，押注2027年跌向100-200美元区间，空头信号高度集中
11-04 09:02
期权聚焦 | Strategy现2027年熊市看跌价差大单，搭配远月140Call买入，多空分歧加剧？
11-04 09:02
期权聚焦 | SoFi远期合成多头大单曝光：买入2028年20Call+卖出13Put，低IV下资金悄然布局长线看涨？
11-04 09:02
期权聚焦 | 台积电180万美元买入2027年380美元远期Put，全量大单偏空押注回调
11-04 09:02
期权聚焦 | ServiceNow惊现348万美元远期虚值Put卖出，机构押注100美元上方收租；94美元Put买盘暗藏尾部风险对冲
11-04 09:01
期权聚焦 | 博通惊现659万美元远期虚值Put卖出大单，资金押注320美元上方收租，偏多情绪主导期权市场
11-04 09:01
期权聚焦 | 阿里巴巴Call大单独揽14.4万美元，买入2026年115美元虚值看涨期权，资金单边押注中长期上涨？
11-04 09:01
期权聚焦 | Rocket Lab USA远期59美元Call遭大单卖出，全量期权情绪仍偏多，上方压制与看涨布局并存
11-04 09:01
期权聚焦 | 标普500ETF惊现226万美元合成看涨大单，卖757Put买770Call；另有250万美元扫货远月785Call
11-04 09:01
期权聚焦 | Circle Internet惊现237万美元双买跨式，80Call+70Put各3000张押注远期剧烈波动
11-04 09:01
期权聚焦 | Coinbase远期125美元Put大单买入，机构押注长期回落风险，大单情绪明显偏空
11-04 09:01
期权聚焦 | CoreWeave惊现520万美元牛市看跌价差，卖出2028年50Put+买入20Put收租；另有291万美元实值Put防御，看多情绪仍占上风？
11-04 09:01
期权聚焦 | Meta惊现2621万美元远期实值Put大单，叠加双卖Put收租组合，空头保护主导市场情绪？
11-04 09:01
期权聚焦 | Palantir惊现102万美元熊市看涨价差，卖出远月180Call收租、对冲近月Call，大单情绪偏空
11-04 09:01
期权聚焦 | 苹果惊现356万美元双买Put组合，叠加熊市看跌价差，期权资金面偏空情绪升温？
11-04 09:01
期权聚焦 | 亚马逊524万美元卖出2028年300Call收租，叠加远期180Put防御，大单情绪偏空
11-04 09:01
期权聚焦 | 甲骨文1640万跨期Put价差净收租，1002万实值Put买盘压阵，谨慎偏多暗藏防御
11-04 09:00
期权聚焦 | 微软2077万美元跨期Call价差押注中长期上行，远月565/670虚值看涨主导；另有166万Put防尾部回落
11-04 09:00
期权聚焦 | 迈威尔科技惊现1319万美元双卖Put收租组合，跨期Call价差同步布局，大单情绪偏空？
11-04 09:00
期权聚焦 | 英伟达621万美元合成看涨押注2027年上行，286万PUT三腿组合对冲尾部风险，机构谨慎偏多
11-04 09:00
期权聚焦 | 谷歌A惊现168万美元远期Put大单，机构买入270Put防御、卖出260Put收租，多空拉锯下偏空情绪占上风？
11-04 09:00
期权聚焦 | 特斯拉超百万美元卖出远月380Put收租，偏多信号明确；小额深虚Put仅作尾部对冲
11-04 09:00
期权聚焦 | 纳指100ETF惊现6450万美元熊市看跌价差，合成空头同步加码，大单情绪全面转空？
11-04 09:00
期权聚焦 | 英特尔惊现3136万美元跨期实值Put组合，机构重仓防御；59万合成多头逆势押注长期反弹
11-04 09:00
期权聚焦 | 谷歌惊现970万美元实值Put大单，押注2028年350美元下行风险，市场情绪明显偏空？
11-04 09:00
期权聚焦 | Cerebras Systems大跌11.74%，两笔牛市看跌价差净收逾180万美元，大单集中押注下方空间有限
11-03 09:03
期权聚焦 | 西部数据超千万美元合成看涨大单：卖420Put买510Call，IV极低+情绪偏多
11-03 09:02
期权聚焦 | Coinbase惊现2029年25美元深度虚值Put大单，中期125美元Put同步加码，资金全面转向防守？
11-03 09:02
期权聚焦 | Strategy惊现252万美元熊市看跌价差，买入130Put卖出100Put，大额资金谨慎押注中长期下行
11-03 09:02
期权聚焦 | 戴尔IV百分位仅0.4%，主力卖出350/335美元牛市看跌价差收租，押注股价守住高位
11-03 09:02
期权聚焦 | 博通114万美元卖出2027年280Put收租，30万美元买入2026年380Call，大单看多情绪占主导
11-03 09:02
期权聚焦 | 台积电惊现1454万美元牛市看涨价差，480/560美元Call组合押注中长期上涨；另有964万双买博弈远月大幅波动
11-03 09:02
期权聚焦 | Palantir IV百分位达100%，机构卖出远月宽跨式组合收租143万美元，同时买入170Put押注中长期回撤
11-03 09:02
期权聚焦 | 奈飞132万美元卖出2028年60美元虚值Put，机构超长线收租押注股价难破位
11-03 09:02
期权聚焦 | SoFi大单资金明显偏空：卖出18美元Call收租+买入17美元实值Put押跌
11-03 09:02
期权聚焦 | 希捷科技IV百分位仅0.4%，大单却现274万美元牛市看跌价差，多空分歧加剧？
11-03 09:01
期权聚焦 | 亚马逊758万美元买入2028年300Call，远期看涨情绪主导；熊市价差高位收租暗藏谨慎
11-03 09:01
期权聚焦 | 甲骨文惊现430万美元实值Put大单，熊市看跌价差同步布局，机构押注中长期回落？
11-03 09:01
期权聚焦 | 标普500ETF远期785Call豪掷1171万美元看涨，另现346万美元熊市价差对冲，多空博弈谁主沉浮？
11-03 09:01
期权聚焦 | CoreWeave两笔千万级卖Put主导，牛市看跌价差+双卖Put收租，机构押注不深跌？
11-03 09:01
期权聚焦 | Bloom Energy远月300/310美元牛市看涨价差与百万级卖Put并行，偏多资金为何仍留安全边际？
11-03 09:01
期权聚焦 | NEBIUS跌超8%后惊现百万美元实值Put大单，IV百分位仅0.4%，偏空布局已主导？
11-03 09:01
期权聚焦 | Meta惊现388万美元熊市看涨价差，叠加超远期200美元Put大单，机构押注上涨受限？
11-03 09:01
期权聚焦 | 微软远月看涨蝶式价差豪掷471万美元，资金押注2026年股价温和上行至545美元
11-03 09:01
期权聚焦 | 纳指100ETF惊现1787万美元牛市看跌价差，机构卖出690/630 PUT收租，市场情绪偏多但暗藏合成空头
11-03 09:01
期权聚焦 | 苹果IV百分位98%处高位，254万美元熊市看跌价差押注300/260区间；另有大单远月卖Put收租
11-03 09:00
期权聚焦 | 英伟达1827万美元买入2027年250/295美元牛市价差，叠加682万美元卖出远虚值Put，机构偏多布局明显
11-03 09:00
期权聚焦 | SpaceX惊现合成看跌组合+120万美元实值Put，大资金中长期看空意图明显？
11-03 09:00
期权聚焦 | 特斯拉远期100美元Put大单曝光，机构连续买入虚值看跌期权，市场情绪转空？
11-03 09:00
期权聚焦 | 谷歌A惊现347万美元远期虚值Put大单，机构大举买入200美元看跌期权，市场情绪转空？
11-03 09:00
期权聚焦 | 美光科技惊现两笔千万级远期牛市价差大单，机构押注1050-1250美元上行区间，看涨情绪升温？
11-03 09:00
期权聚焦 | 英特尔惊现629万美元远期实值Put大单，资金重仓防御；一笔牛市看跌价差逆势收租看多
11-03 09:00
期权聚焦 | SK海力士28万美元布局2028年200/210美元牛市看涨价差，IV百分位仅1.27%处极低区间
11-03 09:00
期权聚焦 | 谷歌惊现2791万美元实值Put大单，机构重仓2027年480行权价，中长期看空信号强烈？
11-03 09:00
期权聚焦 | Cerebras Systems远期75美元Put成交2000张，199万美元押注中长期下行，看空情绪升温？
10-31
期权聚焦 | Vertiv Holdings LLC大单卖2027年180美元Put收租，买2026年215美元Put防御，温和看多
10-31
期权聚焦 | 希捷科技大跌近8%后，机构24万美元Bear Put Spread押注续跌，另有37万Bull Put Spread深虚收租
10-31
期权聚焦 | Moderna跨期Call价差净收127.8万美元，虚值Put卖出偏多布局，市场谨慎看涨？
10-31
期权聚焦 | 戴尔远期Put大单偏空：148万美元买入300P对冲，100万美元卖出290P收租，多空分歧加剧？
10-31
期权聚焦 | Coinbase超千万美元买入140/185美元牛市价差，远期115Put卖出同步押注底部，看涨情绪占主导
10-31
期权聚焦 | Strategy现346万美元跨期Call组合收租，另押139/146牛市价差看涨
10-31
期权聚焦 | ServiceNow惊现2026年105美元合成看跌+实值Put大单，机构警惕中长期回落？
10-31
期权聚焦 | Palantir惊现62万美元熊市看涨价差，机构卖187.5Call买195Call收租看空；远期174万卖Put独撑下方
10-31
期权聚焦 | 奈飞惊现155万美元跨期Put价差，机构卖出远月虚值Put收租，大单情绪偏多看涨？
10-31
期权聚焦 | 博通惊现2027年远期合成空头大单，卖出400Call买入280Put押注长期走弱；另有94万美元卖Put收租
10-31
期权聚焦 | 阿里巴巴近百万美元买入2027年100/120牛市看涨价差，大单情绪偏多押注温和上涨
10-31
淋过雨的空气
淋过雨的空气
·
07-14
，fvbnvbvnnzzv.
港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前
腾讯控股期权成交量最大，达52,878张；阿里巴巴期权成交量居于第二，成交49,850张；小米集团居第三，期权成交25,055张；百度集团成交22,671张；泡泡玛特成交20,228张；快手科技成交15,175张；香港交易所成交12,298张；中国人寿成交11,294张；美团点评成交10,639张；建设银行成交10,001张。
港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前
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永鑫W
永鑫W
·
06-30
没有巴菲特的多，看空的^_^太少
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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兰桂坊之墙
兰桂坊之墙
·
06-30
交出你的筹码 吸干你
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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小肥狼
小肥狼
·
06-30
看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住]
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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淋过雨的空气
淋过雨的空气
·
07-14
，fvbnvbvnnzzv.
港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前
腾讯控股期权成交量最大，达52,878张；阿里巴巴期权成交量居于第二，成交49,850张；小米集团居第三，期权成交25,055张；百度集团成交22,671张；泡泡玛特成交20,228张；快手科技成交15,175张；香港交易所成交12,298张；中国人寿成交11,294张；美团点评成交10,639张；建设银行成交10,001张。
港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前
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小肥狼
小肥狼
·
06-30
看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住]
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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永鑫W
永鑫W
·
06-30
没有巴菲特的多，看空的^_^太少
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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兰桂坊之墙
兰桂坊之墙
·
06-30
交出你的筹码 吸干你
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。
期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空
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Palantir惊现62万美元熊市看涨价差，机构卖187.5Call买195Call收租看空；远期174万卖Put独撑下方","subtitle":"","subtitle_show":0,"pub_time":1793408528484,"source_id":"aigc_1787638188261","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{"PLTR":1},"rights":null},{"id":1286703,"article_id":"1146159253","title":"期权聚焦 | 奈飞惊现155万美元跨期Put价差，机构卖出远月虚值Put收租，大单情绪偏多看涨？","subtitle":"","subtitle_show":0,"pub_time":1793408522714,"source_id":"aigc_1787638188261","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{"NFLX":1},"rights":null},{"id":1286702,"article_id":"1154805044","title":"期权聚焦 | 博通惊现2027年远期合成空头大单，卖出400Call买入280Put押注长期走弱；另有94万美元卖Put收租","subtitle":"","subtitle_show":0,"pub_time":1793408520811,"source_id":"aigc_1787638188261","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{"AVGO":1},"rights":null},{"id":1286701,"article_id":"1190567955","title":"期权聚焦 | 阿里巴巴近百万美元买入2027年100/120牛市看涨价差，大单情绪偏多押注温和上涨","subtitle":"","subtitle_show":0,"pub_time":1793408520646,"source_id":"aigc_1787638188261","language":"zh","url":"","is_publish_highlight":0,"symbols_score_info":{"BABA":1},"rights":null}],"isFinancial":true,"allList":[{"id":585526391267624,"gmtCreate":1783982207071,"gmtModify":1783982209590,"author":{"id":"3582261597731926","authorId":"3582261597731926","name":"淋过雨的空气","avatar":"https://static.tigerbbs.com/37963b77bb869d84152e4ab9af7e9178","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582261597731926","authorIdStr":"3582261597731926"},"themes":[],"title":"","htmlText":"，fvbnvbvnnzzv.","listText":"，fvbnvbvnnzzv.","text":"，fvbnvbvnnzzv.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585526391267624","repostId":"1156576615","repostType":4,"repost":{"id":"1156576615","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":1783916906,"share":"https://www.laohunote.com/m/news/1156576615?lang=zh_CN&edition=full","pubTime":"2026-07-13 12:28","market":"other","language":"zh","title":"港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前","url":"https://stock-news.laohu8.com/highlight/detail?id=1156576615","media":"期权女巫","summary":"腾讯控股期权成交量最大，达52,878张；阿里巴巴期权成交量居于第二，成交49,850张；小米集团居第三，期权成交25,055张；百度集团成交22,671张；泡泡玛特成交20,228张；快手科技成交15,175张；香港交易所成交12,298张；中国人寿成交11,294张；美团点评成交10,639张；建设银行成交10,001张。","content":"<html><head></head><body><h3 style=\"text-align: left;\">一、股票期权成交量</h3><p style=\"text-align: left;\">7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5d8d6b541cab6c18a65dcbf570d326c\" data-align=\"center\" tg-width=\"1138\" tg-height=\"538\"/><span></span></p><p style=\"text-align: left;\">港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4c54f72743fc72edb7195dad2a109b4b\" data-align=\"center\" tg-width=\"1320\" tg-height=\"1736\"/><span></span></p><h3 style=\"text-align: left;\">二、异动观察</h3><p style=\"text-align: left;\">腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。</p><p style=\"text-align: left;\">期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3deb74c44359491f5c10f0c361febce1\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2450\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。</p><p style=\"text-align: left;\">消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6584483881728b82c8d3e7fbd20951f0\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2458\"/><span></span></p><p style=\"text-align: left;\">小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。</p><p style=\"text-align: left;\">消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6be9332939e0326f2268e1cca6a94e79\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2455\"/><span></span></p><p style=\"text-align: left;\"><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></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>港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前</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; 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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港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前\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\">2026-07-13 12:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 style=\"text-align: left;\">一、股票期权成交量</h3><p style=\"text-align: left;\">7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5d8d6b541cab6c18a65dcbf570d326c\" data-align=\"center\" tg-width=\"1138\" tg-height=\"538\"/><span></span></p><p style=\"text-align: left;\">港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4c54f72743fc72edb7195dad2a109b4b\" data-align=\"center\" tg-width=\"1320\" tg-height=\"1736\"/><span></span></p><h3 style=\"text-align: left;\">二、异动观察</h3><p style=\"text-align: left;\">腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。</p><p style=\"text-align: left;\">期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3deb74c44359491f5c10f0c361febce1\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2450\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。</p><p style=\"text-align: left;\">消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6584483881728b82c8d3e7fbd20951f0\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2458\"/><span></span></p><p style=\"text-align: left;\">小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。</p><p style=\"text-align: left;\">消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6be9332939e0326f2268e1cca6a94e79\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2455\"/><span></span></p><p style=\"text-align: left;\"><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38508134c6853c521e764dc952e7334a","relate_stocks":{"09992":"泡泡玛特","01810":"小米集团-W","09988":"阿里巴巴-W","09888":"百度集团-W","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156576615","content_text":"一、股票期权成交量7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。二、异动观察腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"09888":2,"09988":2.1,"09992":2,"01810":2.1,"00700":2.1}},"isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":580767807300600,"gmtCreate":1782819192168,"gmtModify":1782819194016,"author":{"id":"4224077486171722","authorId":"4224077486171722","name":"永鑫W","avatar":"https://static.tigerbbs.com/b5c6b3813bb2bc2bf4bd8bb2c42160a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4224077486171722","authorIdStr":"4224077486171722"},"themes":[],"title":"","htmlText":"没有巴菲特的多，看空的^_^太少","listText":"没有巴菲特的多，看空的^_^太少","text":"没有巴菲特的多，看空的^_^太少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580767807300600","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\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\">2026-06-30 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技","MUU":"2倍做多MU ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUD":0.6,"MUU":0.6,"MU":2}},"isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580768120447512,"gmtCreate":1782819181099,"gmtModify":1782820279820,"author":{"id":"4241989866112422","authorId":"4241989866112422","name":"兰桂坊之墙","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241989866112422","authorIdStr":"4241989866112422"},"themes":[],"title":"","htmlText":"交出你的筹码 吸干你","listText":"交出你的筹码 吸干你","text":"交出你的筹码 吸干你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580768120447512","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\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\">2026-06-30 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技","MUU":"2倍做多MU ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUD":0.6,"MUU":0.6,"MU":2}},"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580764346032728,"gmtCreate":1782818261327,"gmtModify":1782818263644,"author":{"id":"3573818931800493","authorId":"3573818931800493","name":"小肥狼","avatar":"https://static.tigerbbs.com/6e84208dd37da6774cf295955acec8fc","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573818931800493","authorIdStr":"3573818931800493"},"themes":[],"title":"","htmlText":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住] ","listText":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住] ","text":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/580764346032728","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\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\">2026-06-30 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技","MUU":"2倍做多MU ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUD":0.6,"MUU":0.6,"MU":2}},"isVote":1,"tweetType":1,"viewCount":2919,"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,"idStr":"3527667635165330","authorIdStr":"3527667635165330"},"content":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。","text":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。","html":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":585526391267624,"gmtCreate":1783982207071,"gmtModify":1783982209590,"author":{"id":"3582261597731926","authorId":"3582261597731926","name":"淋过雨的空气","avatar":"https://static.tigerbbs.com/37963b77bb869d84152e4ab9af7e9178","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582261597731926","idStr":"3582261597731926"},"themes":[],"title":"","htmlText":"，fvbnvbvnnzzv.","listText":"，fvbnvbvnnzzv.","text":"，fvbnvbvnnzzv.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585526391267624","repostId":"1156576615","repostType":4,"repost":{"id":"1156576615","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":1783916906,"share":"https://www.laohunote.com/m/news/1156576615?lang=zh_CN&edition=full","pubTime":"2026-07-13 12:28","market":"other","language":"zh","title":"港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前","url":"https://stock-news.laohu8.com/highlight/detail?id=1156576615","media":"期权女巫","summary":"腾讯控股期权成交量最大，达52,878张；阿里巴巴期权成交量居于第二，成交49,850张；小米集团居第三，期权成交25,055张；百度集团成交22,671张；泡泡玛特成交20,228张；快手科技成交15,175张；香港交易所成交12,298张；中国人寿成交11,294张；美团点评成交10,639张；建设银行成交10,001张。","content":"<html><head></head><body><h3 style=\"text-align: left;\">一、股票期权成交量</h3><p style=\"text-align: left;\">7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5d8d6b541cab6c18a65dcbf570d326c\" data-align=\"center\" tg-width=\"1138\" tg-height=\"538\"/><span></span></p><p style=\"text-align: left;\">港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4c54f72743fc72edb7195dad2a109b4b\" data-align=\"center\" tg-width=\"1320\" tg-height=\"1736\"/><span></span></p><h3 style=\"text-align: left;\">二、异动观察</h3><p style=\"text-align: left;\">腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。</p><p style=\"text-align: left;\">期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3deb74c44359491f5c10f0c361febce1\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2450\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。</p><p style=\"text-align: left;\">消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6584483881728b82c8d3e7fbd20951f0\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2458\"/><span></span></p><p style=\"text-align: left;\">小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。</p><p style=\"text-align: left;\">消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6be9332939e0326f2268e1cca6a94e79\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2455\"/><span></span></p><p style=\"text-align: left;\"><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></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>港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前</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港股期权 | 腾讯期权成交领跑，阿里115港元认购成交超3500张；小米、泡泡玛特成交量居前\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\">2026-07-13 12:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 style=\"text-align: left;\">一、股票期权成交量</h3><p style=\"text-align: left;\">7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5d8d6b541cab6c18a65dcbf570d326c\" data-align=\"center\" tg-width=\"1138\" tg-height=\"538\"/><span></span></p><p style=\"text-align: left;\">港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4c54f72743fc72edb7195dad2a109b4b\" data-align=\"center\" tg-width=\"1320\" tg-height=\"1736\"/><span></span></p><h3 style=\"text-align: left;\">二、异动观察</h3><p style=\"text-align: left;\">腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。</p><p style=\"text-align: left;\">期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3deb74c44359491f5c10f0c361febce1\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2450\"/><span></span></p><p style=\"text-align: left;\">阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。</p><p style=\"text-align: left;\">消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6584483881728b82c8d3e7fbd20951f0\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2458\"/><span></span></p><p style=\"text-align: left;\">小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。</p><p style=\"text-align: left;\">消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6be9332939e0326f2268e1cca6a94e79\" data-align=\"center\" tg-width=\"1320\" tg-height=\"2455\"/><span></span></p><p style=\"text-align: left;\"><em>免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38508134c6853c521e764dc952e7334a","relate_stocks":{"09992":"泡泡玛特","01810":"小米集团-W","09988":"阿里巴巴-W","09888":"百度集团-W","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156576615","content_text":"一、股票期权成交量7月13日，恒指半日跌0.11%，报24148.53点；恒科指跌0.81%，报4683.65点。港股期权今日成交总数为357599张，其中腾讯控股期权成交量最大，达5.2万张；阿里巴巴期权成交量居于第二，成交4.9万张；小米集团居第三，期权成交2.5万张；百度集团成交2.2万张；泡泡玛特成交2万张。二、异动观察腾讯控股今日上午报459.60港元，下跌0.13%，上午期权成交总量达52,878张，位居港股期权成交榜首。个股页显示，腾讯控股上午成交额为67.4亿港元，成交量1446万股，日内高低位分别为473.80港元及459.00港元。期权市场方面，腾讯今日认购端成交较为活跃。其中，2026年7月30日到期、行使价500港元的认购期权成交3,173张；同日到期、行使价470港元的认购期权成交2,675张；2026年7月17日到期、行使价480港元的认购期权成交1,956张；2026年7月17日到期、行使价470港元的认购期权成交1,371张；同日到期、行使价500港元的认购期权成交1,272张。阿里巴巴今日上午期权成交总量达49,850张，位居港股期权成交量第二。个股页显示，阿里巴巴最后成交价为111.20港元，涨0.91%，上午成交额为69.2亿港元，成交量6122万股，日内高低位分别为115.10港元及110.30港元。消息面上，阿里近期受到财报前瞻相关信息带动。此前有报道称，阿里巴巴2027财年Q1财报前瞻显示，阿里云收入增长及闪购减亏情况好于市场预期，市场继续关注云业务、即时零售及AI投入对后续业绩的影响。小米集团今日上午期权成交总量达25,055张，位居港股期权成交量第三。个股页显示，小米集团最后成交价为25.92港元，涨0.31%，上午成交额为31.7亿港元，成交量1.209亿股，日内高低位分别为26.78港元及25.58港元。消息面上，小米此前公布实施新的股份回购计划，根据公告，公司可在未来12个月内回购总价值不超过200亿港元的B类普通股。市场继续关注回购计划推进，以及手机、汽车业务后续表现。免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"09888":2,"09988":2.1,"09992":2,"01810":2.1,"00700":2.1}},"isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":580764346032728,"gmtCreate":1782818261327,"gmtModify":1782818263644,"author":{"id":"3573818931800493","authorId":"3573818931800493","name":"小肥狼","avatar":"https://static.tigerbbs.com/6e84208dd37da6774cf295955acec8fc","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573818931800493","idStr":"3573818931800493"},"themes":[],"title":"","htmlText":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住] ","listText":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住] ","text":"看多合计121万美元…不就是sp的权利金吗 这也能直接加减[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/580764346032728","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\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\">2026-06-30 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技","MUU":"2倍做多MU ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUD":0.6,"MUU":0.6,"MU":2}},"isVote":1,"tweetType":1,"viewCount":2919,"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":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。","text":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。","html":"已收到您的反馈，之后会优化这一部分表述。只说明整体情绪，不对成交金额做加权。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580767807300600,"gmtCreate":1782819192168,"gmtModify":1782819194016,"author":{"id":"4224077486171722","authorId":"4224077486171722","name":"永鑫W","avatar":"https://static.tigerbbs.com/b5c6b3813bb2bc2bf4bd8bb2c42160a2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4224077486171722","idStr":"4224077486171722"},"themes":[],"title":"","htmlText":"没有巴菲特的多，看空的^_^太少","listText":"没有巴菲特的多，看空的^_^太少","text":"没有巴菲特的多，看空的^_^太少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580767807300600","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</title>\n<style 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}\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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\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\">2026-06-30 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技","MUU":"2倍做多MU ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUD":0.6,"MUU":0.6,"MU":2}},"isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580768120447512,"gmtCreate":1782819181099,"gmtModify":1782820279820,"author":{"id":"4241989866112422","authorId":"4241989866112422","name":"兰桂坊之墙","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241989866112422","idStr":"4241989866112422"},"themes":[],"title":"","htmlText":"交出你的筹码 吸干你","listText":"交出你的筹码 吸干你","text":"交出你的筹码 吸干你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580768120447512","repostId":"1132114323","repostType":2,"repost":{"id":"1132114323","kind":"news","weMediaInfo":{"introduction":"值得关注的热点期权指标","home_visible":1,"media_name":"期权女巫","id":"1006589184","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1782810361,"share":"https://www.laohunote.com/m/news/1132114323?lang=zh_CN&edition=full","pubTime":"2026-06-30 17:06","market":"us","language":"zh","title":"期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1132114323","media":"期权女巫","summary":"尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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>期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空</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期权聚焦 | 美光科技现8660万美元合成空头大单，机构押注长期看跌，大单情绪偏空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006589184\">\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\">2026-06-30 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>Micron Technology收盘报1145.28美元，涨1.14%。</strong>尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。</p><h3 style=\"text-align: left;\">期权指标分析</h3><p style=\"text-align: left;\">MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。</p><h3 style=\"text-align: left;\">大单交易</h3><p style=\"text-align: left;\">一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 PUT$</a> </strong></p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20261016 1000.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020261016%201000.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20261016 1000.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d2f8d0cf73c8e27416c799890e6063\" data-align=\"center\" tg-width=\"1170\" tg-height=\"1007\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260710 800.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260710%20800.0%20PUT\" target=\"_blank\" rel=\"noopener noreferrer\">$MU 20260710 800.0 PUT$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28b8c8799cb6909a4421f28b1f9bdcd6\" data-align=\"center\" tg-width=\"1169\" tg-height=\"633\"/><span></span></p><p style=\"text-align: left;\">从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。</p><h3 style=\"text-align: left;\">策略参考</h3><p style=\"text-align: left;\">鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。</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/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","MU":"美光科技","MUU":"2倍做多MU ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132114323","content_text":"Micron Technology收盘报1145.28美元，涨1.14%。尽管股价微涨，但期权市场惊现一笔规模高达8660万美元的合成空头组合，成为当日资金流向的绝对主导，显示出机构层面存在强烈的长期看跌预期。期权指标分析MU当前隐含波动率（IV）为102.01%，IV百分位为90.04%，处于明显偏高区间，说明当前期权隐含波动预期较强，整体定价偏贵；同时IV/HV比率为0.79，表明隐含波动率相对历史波动率并未出现明显高估。Call/Put成交量比为1.24。大单交易一笔规模达8660.00万美元的合成空头组合成为当日绝对主导资金，这笔策略由卖出2026-10-16到期的1000.0 CALL与买入同到期的1000.0 PUT共同构成，属于典型的卖购加买沽结构，整体情绪明确偏空。从持仓设计看，该组合为净支出型方向押注，核心意图是借助看跌方向获取股价下行收益，同时通过卖出深度实值CALL部分对冲PUT买入成本。在当前股价1145.28美元的背景下，卖出的1000.0 CALL处于实值，买入的1000.0 PUT处于虚值，说明资金并非单纯做短线波动，而是在较长期限上建立一套偏空敞口鲜明的下跌交易结构，反映出大资金对MU后续走势持有较强防御甚至看空判断。$MU 20261016 1000.0 PUT$ $MU 20261016 1000.0 CALL$ Source: Tiger Trade App一笔规模达121.00万美元的PUT卖出是当日最大单腿成交，具体为卖出2026-07-10到期的800.0 PUT共2000张，行权价显著低于当前股价1145.28美元，属于虚值PUT卖出，整体情绪偏多。这类交易通常体现为收取权利金的收租思路，交易者押注股价在到期前不会大幅跌破800.0，从而赚取时间价值衰减收益；同时也意味着资金愿意在极端回落情况下以该价位附近承接风险，因此其策略含义更接近温和看多或区间偏多，而非激进上行押注。$MU 20260710 800.0 PUT$ 从全量大单情绪看，看多合计为121.15万美元，看空合计为8660.00万美元，净差为8538.85万美元，整体方向判断明确偏空。尽管场内存在少量虚值PUT卖出所代表的收租型偏多资金，但无论金额还是主导性都远不足以对冲那笔超大规模合成空头带来的压制效应。综合来看，当前大单资金情绪呈现出明显的单边偏空特征，市场主导力量更倾向于为中长期下行风险提前布局。策略参考鉴于当前隐含波动率处于高位，对于希望收取权利金的卖方而言，可选择行权价显著偏离当前股价（如深度虚值）的期权，其被行权的概率较低；若不愿承担过多保证金风险，可考虑构建如熊市价差等风险可控的价差策略进行操作。","news_type":1,"symbols_score_info":{"MULL":0.6,"MUD":0.6,"MUU":0.6,"MU":2}},"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}