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@期权小班长：FOMC结束，我没想到点阵图比之前预计的更为鸽派，降息达到3次。估计大选年是委员们改变态度的主要原因，通胀轻度反弹大不了推迟降息或减少降息次数，但经济万一真硬着陆了，或者有人搞出其他幺蛾子比如年初的银行挤兑肯定不利于大选拉票。交易思路还是延续周初看法：年底了找点有补涨需求的股票。 1、原油跌到大型反弹位可以考虑石油股sell put，正好大单也叩响板机，我打算卖个价内的： $CVX 20240119 150.0 PUT$ 2、前几天美国防部颁布《国防工业战略》打算进一步在制造业军工大基建进行布局，相关股票肯定会跟进，不出所料昨天RTX出现了价内sell put大单，保证金iv都比LMT合适，大单给的行权价是95，我稍微保守一点选了 $RTX 20240119 90.0 PUT$ 3、晚上朋友发消息说京东开始裁员了，降低成本短期内对股价利好，所以京东也可以酌情sell put： $JD 20240119 23.76 PUT$

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put，正好大单也叩响板机，我打算卖个价内的： <a data-mention-id=\"CVX 20240119 150.0 PUT\" class=\"teditor-mention\" data-mention-name=\"CVX\" href=\"https://laohu8.com/OPT/CVX%2020240119%20150.0%20PUT\">$CVX 20240119 150.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7863e9fed5e90cab53674b737a24d98c\" tg-width=\"1978\" tg-height=\"1126\"></p><p>2、前几天美国防部颁布《国防工业战略》打算进一步在制造业军工大基建进行布局，相关股票肯定会跟进，不出所料昨天RTX出现了价内sell put大单，保证金iv都比LMT合适，大单给的行权价是95，我稍微保守一点选了 <a data-mention-id=\"RTX 20240119 90.0 PUT\" class=\"teditor-mention\" data-mention-name=\"RTX\" href=\"https://laohu8.com/OPT/RTX%2020240119%2090.0%20PUT\">$RTX 20240119 90.0 PUT$</a> </p><p>3、晚上朋友发消息说京东开始裁员了，降低成本短期内对股价利好，所以京东也可以酌情sell put： <a data-mention-id=\"JD 20240119 23.76 PUT\" class=\"teditor-mention\" data-mention-name=\"JD\" href=\"https://laohu8.com/OPT/JD%2020240119%2023.76%20PUT\">$JD 20240119 23.76 PUT$</a> </p></body></html>","htmlText":"<html><head></head><body><p>FOMC结束，我没想到点阵图比之前预计的更为鸽派，降息达到3次。估计大选年是委员们改变态度的主要原因，通胀轻度反弹大不了推迟降息或减少降息次数，但经济万一真硬着陆了，或者有人搞出其他幺蛾子比如年初的银行挤兑肯定不利于大选拉票。</p><p>交易思路还是延续周初看法：年底了找点有补涨需求的股票。</p><p>1、原油跌到大型反弹位可以考虑石油股sell put，正好大单也叩响板机，我打算卖个价内的： <a data-mention-id=\"CVX 20240119 150.0 PUT\" class=\"teditor-mention\" data-mention-name=\"CVX\" href=\"https://laohu8.com/OPT/CVX%2020240119%20150.0%20PUT\">$CVX 20240119 150.0 PUT$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7863e9fed5e90cab53674b737a24d98c\" tg-width=\"1978\" tg-height=\"1126\"></p><p>2、前几天美国防部颁布《国防工业战略》打算进一步在制造业军工大基建进行布局，相关股票肯定会跟进，不出所料昨天RTX出现了价内sell put大单，保证金iv都比LMT合适，大单给的行权价是95，我稍微保守一点选了 <a data-mention-id=\"RTX 20240119 90.0 PUT\" class=\"teditor-mention\" data-mention-name=\"RTX\" href=\"https://laohu8.com/OPT/RTX%2020240119%2090.0%20PUT\">$RTX 20240119 90.0 PUT$</a> </p><p>3、晚上朋友发消息说京东开始裁员了，降低成本短期内对股价利好，所以京东也可以酌情sell put： <a data-mention-id=\"JD 20240119 23.76 PUT\" 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