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華尔街大空头

華尔街大空头

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華尔街大空头

2022-01-31

$NQ100指数主连 2203(NQmain)$ 美国还有10个月期中选举，现在美国人最大的抱怨是通胀，通胀不解决参众两院就会共和党变成多数，准备迎接历史上最快的加息吧，11月，7000点见

華尔街大空头

2022-10-31

阿里昨天晚上，期权价格加当时的股价等于行权价，如果加正股相当于平仓，损失一大笔时间价值，同时防止阿里暴涨

期权大单 | 亚马逊透露经济秘密，苹果、阿里、蔚来异动明显

華尔街大空头

2022-01-20

$NQ100指数主连 2203(NQmain)$ 做空目标7000点

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[开心]，以前鲍威尔被川普喷成筛子也不鸟他"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665871855,"gmtCreate":1667215125578,"gmtModify":1667215128296,"author":{"id":"3554062488707980","authorId":"3554062488707980","name":"華尔街大空头","avatar":"https://static.tigerbbs.com/dc1903790e12d222b90c91ebf5c10a9f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"阿里昨天晚上，期权价格加当时的股价等于行权价，如果加正股相当于平仓，损失一大笔时间价值，同时防止阿里暴涨","listText":"阿里昨天晚上，期权价格加当时的股价等于行权价，如果加正股相当于平仓，损失一大笔时间价值，同时防止阿里暴涨","text":"阿里昨天晚上，期权价格加当时的股价等于行权价，如果加正股相当于平仓，损失一大笔时间价值，同时防止阿里暴涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/665871855","repostId":"1109905095","repostType":2,"repost":{"id":"1109905095","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1667192217,"share":"https://www.laohu8.com/m/news/1109905095?lang=&edition=full","pubTime":"2022-10-31 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Meta的期权交易也超过了罗素2000指数，这是比较少见的情况。结合周五行情来看，投资者对科技股的热情显然有所回升，会不会形成抄底潮呢？值得继续观察。</p><p><b>亚马逊期权交易释放了何种宏观信号</b></p><p>上周五，受财报拖累，亚马逊开盘大跌，不过之后随大市回升，收盘跌6.8%，盘中创月内新低。期权方面，除了到期行权单之外，短线PUT Option成交较为活跃，其中，明年1月20日到期的认沽期权报价150美元，给出的看跌空间较大。<b>这是过于低估亚马逊的价值吗？</b></p><p><img src=\"https://static.tigerbbs.com/ae3f447f050ffa58aecef09b3e91f2a7\" tg-width=\"575\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>财报显示，亚马逊三季度营业利润绝对值下滑48%，营业利润率仅为2%，近年来最低。更重要的是，<b>亚马逊给出的四季度营收指引在1400亿美元至1480亿美元之间，同比增长仅2%至8%；营业利润预计在0至40亿美元之间，表明低利润率还在持续。</b></p><p>要知道四季度是电商旺季，有圣诞节，有黑五促销，有元旦，这样都带不动营收，可见亚马逊对美国消费市场的信心严重不足。由此推导，我们可以判断<b>美国的宏观经济形势真的不容乐观，明年一季度开始衰退，或许并不是危言耸听。</b></p><p><b>三、异动观察</b></p><p>异动方面，除了亚马逊之外，热门中概股”异军突起“，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>异动单力压苹果、特斯拉，蔚来也登上了榜单第五的高位。</p><p><img src=\"https://static.tigerbbs.com/88523017a7d5400494f9e0c51e9a2ac8\" tg-width=\"618\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/></p><p>先看苹果，受财报提振，正股股价周五大涨超7%，拉动科技股集体反弹。PUT Option异动成交量居前，但仔细分析，成交额均不高，没有强烈看空意愿。</p><p><img src=\"https://static.tigerbbs.com/17133cf58d40906eff65bcbc8eabde3a\" tg-width=\"735\" tg-height=\"943\" referrerpolicy=\"no-referrer\"/></p><p>阿里巴巴方面，同样是认沽期权密集成交。我们知道，期权交易主要目的是<b>对冲风险\\投机或套利，</b>三个月到期，价格160美元-210美元的看跌交易，大概率是一种对冲布局。阿里巴巴美股价格已经接近历史低位57.20美元，投资者的避险情绪并未在此时明显缓解，阿里的反转机会还需等待。</p><p><img src=\"https://static.tigerbbs.com/6f00a0e17f8b56ee163ef0afd40cb382\" tg-width=\"434\" tg-height=\"777\" referrerpolicy=\"no-referrer\"/></p><p>再来看看<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，9月中旬以来一路下行，周五跌近3%，股价跌破10美元。期权异动大单中CALL多PUT少，更是有17美元价格的看涨单成交，虽然成交额不高，但也可看出一种积极态度。消息面上，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>近日在德国柏林宣布了进军欧洲市场的战略，将在德国、荷兰、丹麦、瑞典四个国家市场提供服务。算上2020年进入的挪威市场，蔚来在欧洲的布局已涉及五国市场。</p><p>出海，会是中国造车新势力的转折大招吗？</p><p><img src=\"https://static.tigerbbs.com/33f11bd9dcb5259821a09a6ff7cb315a\" tg-width=\"450\" tg-height=\"760\" 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | 亚马逊透露经济秘密，苹果、阿里、蔚来异动明显\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-10-31 12:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>一、市场概览 （10月28日）</b></p><p>10月28日周五，美股市场大幅上涨，三大指数均涨超2%，财报提供利好，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨超7%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超10%。美联储密切关注的两项重要通胀指标雇佣成本指数（ECI）和个人消费支出（PCE）价格指数稳步上升，凸显持续的压力将令央行继续大幅加息。</p><p><img src=\"https://static.tigerbbs.com/bda616fea24faca62fa2fa1c65aa7ded\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>10月28日期权市场总成交量达47,442,174张合约，环比增加超21%。其中，看涨期权占比53%，看跌期权占比47%。</p><p><b>二、期权成交总量TOP10</b><img src=\"https://static.tigerbbs.com/e9ebce159b5db3b1fd545b692937aa14\" tg-width=\"538\" tg-height=\"915\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>期权交易超过<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>，此外，苹果、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Meta的期权交易也超过了罗素2000指数，这是比较少见的情况。结合周五行情来看，投资者对科技股的热情显然有所回升，会不会形成抄底潮呢？值得继续观察。</p><p><b>亚马逊期权交易释放了何种宏观信号</b></p><p>上周五，受财报拖累，亚马逊开盘大跌，不过之后随大市回升，收盘跌6.8%，盘中创月内新低。期权方面，除了到期行权单之外，短线PUT Option成交较为活跃，其中，明年1月20日到期的认沽期权报价150美元，给出的看跌空间较大。<b>这是过于低估亚马逊的价值吗？</b></p><p><img src=\"https://static.tigerbbs.com/ae3f447f050ffa58aecef09b3e91f2a7\" tg-width=\"575\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>财报显示，亚马逊三季度营业利润绝对值下滑48%，营业利润率仅为2%，近年来最低。更重要的是，<b>亚马逊给出的四季度营收指引在1400亿美元至1480亿美元之间，同比增长仅2%至8%；营业利润预计在0至40亿美元之间，表明低利润率还在持续。</b></p><p>要知道四季度是电商旺季，有圣诞节，有黑五促销，有元旦，这样都带不动营收，可见亚马逊对美国消费市场的信心严重不足。由此推导，我们可以判断<b>美国的宏观经济形势真的不容乐观，明年一季度开始衰退，或许并不是危言耸听。</b></p><p><b>三、异动观察</b></p><p>异动方面，除了亚马逊之外，热门中概股”异军突起“，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>异动单力压苹果、特斯拉，蔚来也登上了榜单第五的高位。</p><p><img src=\"https://static.tigerbbs.com/88523017a7d5400494f9e0c51e9a2ac8\" tg-width=\"618\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/></p><p>先看苹果，受财报提振，正股股价周五大涨超7%，拉动科技股集体反弹。PUT Option异动成交量居前，但仔细分析，成交额均不高，没有强烈看空意愿。</p><p><img src=\"https://static.tigerbbs.com/17133cf58d40906eff65bcbc8eabde3a\" tg-width=\"735\" tg-height=\"943\" referrerpolicy=\"no-referrer\"/></p><p>阿里巴巴方面，同样是认沽期权密集成交。我们知道，期权交易主要目的是<b>对冲风险\\投机或套利，</b>三个月到期，价格160美元-210美元的看跌交易，大概率是一种对冲布局。阿里巴巴美股价格已经接近历史低位57.20美元，投资者的避险情绪并未在此时明显缓解，阿里的反转机会还需等待。</p><p><img src=\"https://static.tigerbbs.com/6f00a0e17f8b56ee163ef0afd40cb382\" tg-width=\"434\" tg-height=\"777\" referrerpolicy=\"no-referrer\"/></p><p>再来看看<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，9月中旬以来一路下行，周五跌近3%，股价跌破10美元。期权异动大单中CALL多PUT少，更是有17美元价格的看涨单成交，虽然成交额不高，但也可看出一种积极态度。消息面上，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>近日在德国柏林宣布了进军欧洲市场的战略，将在德国、荷兰、丹麦、瑞典四个国家市场提供服务。算上2020年进入的挪威市场，蔚来在欧洲的布局已涉及五国市场。</p><p>出海，会是中国造车新势力的转折大招吗？</p><p><img src=\"https://static.tigerbbs.com/33f11bd9dcb5259821a09a6ff7cb315a\" tg-width=\"450\" tg-height=\"760\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"AMZN":"亚马逊","BABA":"阿里巴巴","AAPL":"苹果","QQQ":"纳指100ETF","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109905095","content_text":"一、市场概览 （10月28日）10月28日周五，美股市场大幅上涨，三大指数均涨超2%，财报提供利好，苹果涨超7%，英特尔涨超10%。美联储密切关注的两项重要通胀指标雇佣成本指数（ECI）和个人消费支出（PCE）价格指数稳步上升，凸显持续的压力将令央行继续大幅加息。10月28日期权市场总成交量达47,442,174张合约，环比增加超21%。其中，看涨期权占比53%，看跌期权占比47%。二、期权成交总量TOP10亚马逊期权交易超过纳指100ETF，此外，苹果、特斯拉、Meta的期权交易也超过了罗素2000指数，这是比较少见的情况。结合周五行情来看，投资者对科技股的热情显然有所回升，会不会形成抄底潮呢？值得继续观察。亚马逊期权交易释放了何种宏观信号上周五，受财报拖累，亚马逊开盘大跌，不过之后随大市回升，收盘跌6.8%，盘中创月内新低。期权方面，除了到期行权单之外，短线PUT Option成交较为活跃，其中，明年1月20日到期的认沽期权报价150美元，给出的看跌空间较大。这是过于低估亚马逊的价值吗？财报显示，亚马逊三季度营业利润绝对值下滑48%，营业利润率仅为2%，近年来最低。更重要的是，亚马逊给出的四季度营收指引在1400亿美元至1480亿美元之间，同比增长仅2%至8%；营业利润预计在0至40亿美元之间，表明低利润率还在持续。要知道四季度是电商旺季，有圣诞节，有黑五促销，有元旦，这样都带不动营收，可见亚马逊对美国消费市场的信心严重不足。由此推导，我们可以判断美国的宏观经济形势真的不容乐观，明年一季度开始衰退，或许并不是危言耸听。三、异动观察异动方面，除了亚马逊之外，热门中概股”异军突起“，阿里巴巴异动单力压苹果、特斯拉，蔚来也登上了榜单第五的高位。先看苹果，受财报提振，正股股价周五大涨超7%，拉动科技股集体反弹。PUT Option异动成交量居前，但仔细分析，成交额均不高，没有强烈看空意愿。阿里巴巴方面，同样是认沽期权密集成交。我们知道，期权交易主要目的是对冲风险\\投机或套利，三个月到期，价格160美元-210美元的看跌交易，大概率是一种对冲布局。阿里巴巴美股价格已经接近历史低位57.20美元，投资者的避险情绪并未在此时明显缓解，阿里的反转机会还需等待。再来看看蔚来，9月中旬以来一路下行，周五跌近3%，股价跌破10美元。期权异动大单中CALL多PUT少，更是有17美元价格的看涨单成交，虽然成交额不高，但也可看出一种积极态度。消息面上，蔚来近日在德国柏林宣布了进军欧洲市场的战略，将在德国、荷兰、丹麦、瑞典四个国家市场提供服务。算上2020年进入的挪威市场，蔚来在欧洲的布局已涉及五国市场。出海，会是中国造车新势力的转折大招吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630941464,"gmtCreate":1642678588037,"gmtModify":1642678588037,"author":{"id":"3554062488707980","authorId":"3554062488707980","name":"華尔街大空头","avatar":"https://static.tigerbbs.com/dc1903790e12d222b90c91ebf5c10a9f","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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