谦虚谨慎不骄不躁
06-03
英伟达会逐步买入下坡路，就看是缓坡还是急下坡了。
期权大单 | 英伟达的估值是泡沫？1158美元是“最后一舞”吗？
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Crazy_George
06-03
Crazy_George
In the long run, we are all dead.
火火兔爸
06-03
火火兔爸
你们永远活在旧社会
什么也没有了～
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12:46","market":"us","language":"zh","title":"期权大单 | 英伟达的估值是泡沫？1158美元是“最后一舞”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1151895264","media":"老虎资讯综合","summary":"上周五美股期权市场成交47,891,835张合约，看涨合约占比61%，看跌合约占比39%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>上周五，美股道指创下年内最佳单日表现，不过标普500指数和纳指周线均收跌，未能实现周线六连阳。美股期权市场成交47,891,835张合约，其中看涨合约（CALL）占比61%，看跌合约（PUT）占比39%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达，“最后一舞”？</h3><p>个股期权成交方面，英伟达超过特斯拉，排名第一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8d25681d3ff07d5d9d67c25a5836eb1\" title=\"\" tg-width=\"435\" tg-height=\"561\"/></p><p>行情方面，英伟达周五收跌0.78%，连续第二日走低。不过英伟达5月份仍实现了26.89%的涨幅，总市值2.7万亿美元，比世界第三大经济体德国整个股票市场的总市值还高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d7e032a71526926e7313a9fd750096e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>英伟达目前的状态有多么“可怕”？仔细想想，<strong>在刚刚公布的一季度财报中（2月—5月），英伟达营收增长了262%，净利润增长了628%达到了148亿美元，仅一个季度就创造了去年一半的利润。假设英伟达每年都按这个速度增长，到2065年，英伟达的净利润将高到没法用人类的数字表示，地球上现有的财富都属于黄仁勋。</strong></p><p>这样的增速显然是不可能的，这也就意味着其当前市盈率无法持续，对股价的担忧也会日益加深。</p><p>活跃期权方面，英伟达周五多空占比各半，可以看出对未来走势的分歧在增加。值得注意的是，多笔期权（CALL/PUT）的V/OI比大于10，这往往暗示着有交易者在新建大笔头寸。</p><p><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240607 1085.0 PUT\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240607%201085.0%20PUT\">$NVDA 20240607 1085.0 PUT$</a></em> </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c81d2d592e0283b83c056ff16fee86db\" title=\"\" tg-width=\"971\" tg-height=\"414\"/></p><p>当然，对其它大科技股来说，情况也比较类似，即低市盈率+高估值是由炸裂的业绩和美好预期硬扛起来，但持续性要画大大的问号。英伟达上周创造1158.19美元历史新高，会是一道山巅之光吗？</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\" 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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 | 英伟达的估值是泡沫？1158美元是“最后一舞”吗？\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\">2024-06-03 12:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>上周五，美股道指创下年内最佳单日表现，不过标普500指数和纳指周线均收跌，未能实现周线六连阳。美股期权市场成交47,891,835张合约，其中看涨合约（CALL）占比61%，看跌合约（PUT）占比39%。</p><h3 id=\"id_680536718\">期权成交观察：英伟达，“最后一舞”？</h3><p>个股期权成交方面，英伟达超过特斯拉，排名第一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8d25681d3ff07d5d9d67c25a5836eb1\" title=\"\" tg-width=\"435\" tg-height=\"561\"/></p><p>行情方面，英伟达周五收跌0.78%，连续第二日走低。不过英伟达5月份仍实现了26.89%的涨幅，总市值2.7万亿美元，比世界第三大经济体德国整个股票市场的总市值还高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d7e032a71526926e7313a9fd750096e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>英伟达目前的状态有多么“可怕”？仔细想想，<strong>在刚刚公布的一季度财报中（2月—5月），英伟达营收增长了262%，净利润增长了628%达到了148亿美元，仅一个季度就创造了去年一半的利润。假设英伟达每年都按这个速度增长，到2065年，英伟达的净利润将高到没法用人类的数字表示，地球上现有的财富都属于黄仁勋。</strong></p><p>这样的增速显然是不可能的，这也就意味着其当前市盈率无法持续，对股价的担忧也会日益加深。</p><p>活跃期权方面，英伟达周五多空占比各半，可以看出对未来走势的分歧在增加。值得注意的是，多笔期权（CALL/PUT）的V/OI比大于10，这往往暗示着有交易者在新建大笔头寸。</p><p><em>点击交易英伟达期权： <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240607 1085.0 PUT\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240607%201085.0%20PUT\">$NVDA 20240607 1085.0 PUT$</a></em> </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c81d2d592e0283b83c056ff16fee86db\" title=\"\" tg-width=\"971\" tg-height=\"414\"/></p><p>当然，对其它大科技股来说，情况也比较类似，即低市盈率+高估值是由炸裂的业绩和美好预期硬扛起来，但持续性要画大大的问号。英伟达上周创造1158.19美元历史新高，会是一道山巅之光吗？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de4749256596bc34421d7635ff527b0f","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151895264","content_text":"市场概览上周五，美股道指创下年内最佳单日表现，不过标普500指数和纳指周线均收跌，未能实现周线六连阳。美股期权市场成交47,891,835张合约，其中看涨合约（CALL）占比61%，看跌合约（PUT）占比39%。期权成交观察：英伟达，“最后一舞”？个股期权成交方面，英伟达超过特斯拉，排名第一。行情方面，英伟达周五收跌0.78%，连续第二日走低。不过英伟达5月份仍实现了26.89%的涨幅，总市值2.7万亿美元，比世界第三大经济体德国整个股票市场的总市值还高。英伟达目前的状态有多么“可怕”？仔细想想，在刚刚公布的一季度财报中（2月—5月），英伟达营收增长了262%，净利润增长了628%达到了148亿美元，仅一个季度就创造了去年一半的利润。假设英伟达每年都按这个速度增长，到2065年，英伟达的净利润将高到没法用人类的数字表示，地球上现有的财富都属于黄仁勋。这样的增速显然是不可能的，这也就意味着其当前市盈率无法持续，对股价的担忧也会日益加深。活跃期权方面，英伟达周五多空占比各半，可以看出对未来走势的分歧在增加。值得注意的是，多笔期权（CALL/PUT）的V/OI比大于10，这往往暗示着有交易者在新建大笔头寸。点击交易英伟达期权： $NVDA 20240607 1085.0 PUT$ 当然，对其它大科技股来说，情况也比较类似，即低市盈率+高估值是由炸裂的业绩和美好预期硬扛起来，但持续性要画大大的问号。英伟达上周创造1158.19美元历史新高，会是一道山巅之光吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1381,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":46,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":312870589088064,"gmtCreate":1717406578568,"gmtModify":1717406582416,"authorId":4090070865795590,"author":{"id":4090070865795590,"authorId":4090070865795590,"name":"Crazy_George","avatar":"https://static.tigerbbs.com/eff951d5327b303fb97755e8b393f60b","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":312854451568960,"type":1,"supId":0,"prevId":0,"content":"In the long run, we are all dead.","text":"In the 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