1天买入3530亿美元！投资者为何大量买入美股看跌期权？

格隆汇2021-12-29

目前，越来越多的美股交易员在买入看跌期权，以对冲股市突然下跌的风险。今年以来，不断有新的散户涌入股市，这引起了美股市场的大幅波动。在过去的一个月，由于奥密克戎的传播、美联储收紧货币政策以及拜登1.75万亿美元的支出法案可能搁浅，美股也遭受了重创。这促使交易员们涌向看跌期权。海外经纪公司Tastyworks的联合创始人汤姆•索斯诺夫（Tom Sosnoff）表示： “在高通胀、高利率和高估值面前...

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hhyw
2021-12-30
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2021-12-30
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2021-12-29
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Why do investors buy a lot of put options in US stocks?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b258e7c524cc5298d27063ce751c1757","symbols_score_info":{},"content_text":"目前，越来越多的美股交易员在买入看跌期权，以对冲股市突然下跌的风险。\n今年以来，不断有新的散户涌入股市，这引起了美股市场的大幅波动。在过去的一个月，由于奥密克戎的传播、美联储收紧货币政策以及拜登1.75万亿美元的支出法案可能搁浅，美股也遭受了重创。这促使交易员们涌向看跌期权。\n海外经纪公司Tastyworks的联合创始人汤姆•索斯诺夫（Tom Sosnoff）表示：\n“在高通胀、高利率和高估值面前，做好额外的保护是相当完美的选择。每当股市创下记录高点时，人们都会开始担心，‘靴子什么时候落下’。”\n今年以来标准普尔500指数累计上涨逾27%，并在周一创下新高，但这些涨幅的分布并不均匀。\n在标普500指数成分股中，有超过200家公司从近期高点下跌了至少10%，其中近90家股价下跌了至少20%。前段时间疯涨的Meme股、GameStop和AMC在近期也同样出现下跌。\n这是一个信号，市场上一些投资者开始质疑“反弹”并不像一些基准指数所表现的那样持久。\n\n芝加哥期权交易所的产品情报主管亨利•施瓦茨（Henry Schwartz）表示：\n“一两年前买入大量看涨期权进行投机，然后大赚的做法不再奏效了，又有多少客户能够成功转向可在市场横盘或下跌时继续表现良好的策略呢？”\n高盛策略师维沙尔•维韦克（Vishal Vivek）表示，12月3日，单一股票看跌期权交易量创下历史新高，达到3530亿美元，11月平均日交易量为2330亿美元。维韦克补充道：\n“在单一股票看涨期权有所下降的同时，12月日均2170亿美元的看跌期权成交量仍处于高位。”\n根据芝加哥期权交易所全球市场和OptionMetrics的数据，自2019年底以来，未平仓的看跌期权合约数量已上升逾25%。并且，新入市的散户投资者似乎摒弃了一些老习惯。通常在买入看涨期权时，大多数散户投资者会在一天内进行频繁交易，以期利用期权价格的波动获得短期利润，而不是根据标的股票的走势进行长期投资。\n有迹象表明，现在的散户使用看跌期权也有了更传统的目的：持有看跌期权以对冲抛售。\nSentimenTrader的贾森•戈普菲特（Jason Goepfert）估计，在截至12月17日的一周中，约有23%的新看跌期权合约由散户买入，高于11月初的16%。\n对冲基金Man Group的对冲专家Peter van Dooijeweert表示：\n“人们向来认为散户没有这种灵活性，认为他们只会‘无脑’抄底买进看涨期权，但我们看到了他们的更多考量。”\nVan Dooijeweert补充道，转向期权的不仅仅是散户。大型基金管理公司也倾向于买入看跌期权合约作为对冲，而不是美债。他们认为如果股市下跌，美债几乎没有上涨空间可以对冲风险。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":692905386,"gmtCreate":1640821025516,"gmtModify":1640821027057,"author":{"id":"3561544476596136","authorId":"3561544476596136","name":"hhyw","avatar":"https://static.tigerbbs.com/62f8a12108672917c80685184f331b6f","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"请点赞","listText":"请点赞","text":"请点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692905386","repostId":2195455895,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":692046519,"gmtCreate":1640812928923,"gmtModify":1640812952602,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692046519","repostId":2195455895,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":696759518,"gmtCreate":1640777414211,"gmtModify":1640777414211,"author":{"id":"4095080752389310","authorId":"4095080752389310","name":"sokoon0121","avatar":"https://static.tigerbbs.com/0691c5554a489d8b9e0897e196a71cc2","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696759518","repostId":2195455895,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":29,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2195455895"}