伊祁放勋
11-21 23:24
学习
@期权小班长：
苟过年底，来年再涨
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":373403141390728,"tweetId":"373403141390728","gmtCreate":1732202665460,"gmtModify":1732202666926,"author":{"id":4180570450198092,"idStr":"4180570450198092","authorId":4180570450198092,"authorIdStr":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.12","exceedPercentage":"80.04%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>学习</body></html>","htmlText":"<html><head></head><body>学习</body></html>","text":"学习","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/373403141390728","repostId":373469457997832,"repostType":1,"repost":{"magic":2,"id":373469457997832,"tweetId":"373469457997832","gmtCreate":1732197930895,"gmtModify":1732197960548,"author":{"id":3527667590215376,"idStr":"3527667590215376","authorId":3527667590215376,"authorIdStr":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","vip":2,"userType":2,"introduction":"最简单的期权策略实践者","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","templateUuid":"99ab5418acee46419c22b9c7ac12257b","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.02","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.23","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":32246,"starInvestorFlag":false},"themes":[{"themeId":"bc6e8e4b405b43429905237d8c15ff4c","categoryId":"20b8d1944bae4805b371322c2ab986d4","name":"期权Q&A：期权知识，你问我答","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":bc6e8e4b405b43429905237d8c15ff4c}&rnconfig={\"headerBarHidden\": true}","description":"你想知道的期权知识都在这里，咨询期权问题@期权小助手","image":"https://static.tigerbbs.com/672d6bc9cf055ebef009d5ee69bfef82"}],"images":[{"img":"https://static.tigerbbs.com/0d540ecfb8ff7f07911ae6fcfa127fd1","width":"1044","height":"674"},{"img":"https://static.tigerbbs.com/e47c0b98c0f14cc2a03b1765be9c929c","width":"2410","height":"258"},{"img":"https://static.tigerbbs.com/fc95577d1c28be9a7b4c437b384be67c","width":"1984","height":"1438"},{"img":"https://static.tigerbbs.com/bbb78ca98e70fd483fbc114d9a6a553e","width":"2010","height":"1452"},{"img":"https://static.tigerbbs.com/84a668abd68634f7adb2e8f8194a116e","width":"2414","height":"260"}],"coverImages":[{"img":"https://static.tigerbbs.com/0d540ecfb8ff7f07911ae6fcfa127fd1","width":"1044","height":"674"},{"img":"https://static.tigerbbs.com/e47c0b98c0f14cc2a03b1765be9c929c","width":"2410","height":"258"},{"img":"https://static.tigerbbs.com/fc95577d1c28be9a7b4c437b384be67c","width":"1984","height":"1438"}],"title":"苟过年底，来年再涨","html":"<html><head></head><body><p> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p><p>财报总体来说不错，不过按往年年底惯例，股价会来回震荡，然后等1月爆发。没上车的可以等回调，上车的可以做双卖薅130～160震荡区间的羊毛。</p><p>从周三的期权开仓明细可以看出，看跌期权放量非常明显，除了我半夜转发的看跌12月140以外，开仓量第二大的看跌组合是买本周到期140put卖本周到期130put。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d540ecfb8ff7f07911ae6fcfa127fd1\" tg-width=\"1044\" tg-height=\"674\"></p><p>以今天刚开盘表现来说，看跌140这个策略不能算错。但错就错在群众购买热情太高了，区区5%跌幅给买涨了起来。</p><p>跟短期策略相比我更看重的是长期策略。可能也有人注意到了昨晚有大量的远期看跌期权开仓，方向是卖出：</p><p>卖出 <a data-mention-id=\"NVDA 20250516 145.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250516%20145.0%20PUT\">$NVDA 20250516 145.0 PUT$</a> ，成交量4525手</p><p>卖出 <a href=\"https://laohu8.com/OPT/NVDA 20250919 145.0 PUT\">$NVDA 20250919 145.0 PUT$ </a> ，成交量1020手</p><p>卖出 <a href=\"https://laohu8.com/OPT/NVDA 20250815 145.0 PUT\">$NVDA 20250815 145.0 PUT$ </a> ，成交量2319手</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e47c0b98c0f14cc2a03b1765be9c929c\" tg-width=\"2410\" tg-height=\"258\"></p><p>结合已发布财报来看，卖出平价sell put策略非常合理。</p><p>结合前两年英伟达年底表现，股价以区间震荡为主，涨跌震荡幅度大约在10～15%，回调130可抄底，涨到160也不用急追高，1～2月股价会一飞冲天。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc95577d1c28be9a7b4c437b384be67c\" tg-width=\"1984\" tg-height=\"1438\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb78ca98e70fd483fbc114d9a6a553e\" tg-width=\"2010\" tg-height=\"1452\"></p><p>至于是先涨后跌，还是先回调后反弹就不太重要了，左右都在130～160这个区间内。</p><p>考虑到昨天有那么多put选择看跌130～140区间，这两个月势必要回调一次130。</p><p>2亿哥估计会在明天roll仓，盲猜会roll明年2月到期135call <a href=\"https://laohu8.com/OPT/NVDA 20250221 135.0 CALL\">$NVDA 20250221 135.0 CALL$ </a> 。</p><p> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </p><p>周三备兑机构再次roll仓，这次不一样的地方在于，到期日选择两周之后的12月6日，盲猜操盘经理可能要去度假。</p><p>行权价有一点调整，卖出call行权价下调5块，365roll360，买入call上调行权价，405roll425。</p><ul style=\"\"><li><p>卖 <a data-mention-id=\"TSLA 20241206 360.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020241206%20360.0%20CALL\">$TSLA 20241206 360.0 CALL$</a> </p></li><li><p>买 <a data-mention-id=\"TSLA 20241206 425.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020241206%20425.0%20CALL\">$TSLA 20241206 425.0 CALL$</a> </p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84a668abd68634f7adb2e8f8194a116e\" tg-width=\"2414\" tg-height=\"260\"></p><p>看来接下来两周要么横盘震荡，要么涨爆400。我依旧选择sell put+buy call 持仓。</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p><p>财报总体来说不错，不过按往年年底惯例，股价会来回震荡，然后等1月爆发。没上车的可以等回调，上车的可以做双卖薅130～160震荡区间的羊毛。</p><p>从周三的期权开仓明细可以看出，看跌期权放量非常明显，除了我半夜转发的看跌12月140以外，开仓量第二大的看跌组合是买本周到期140put卖本周到期130put。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d540ecfb8ff7f07911ae6fcfa127fd1\" tg-width=\"1044\" tg-height=\"674\"></p><p>以今天刚开盘表现来说，看跌140这个策略不能算错。但错就错在群众购买热情太高了，区区5%跌幅给买涨了起来。</p><p>跟短期策略相比我更看重的是长期策略。可能也有人注意到了昨晚有大量的远期看跌期权开仓，方向是卖出：</p><p>卖出 <a data-mention-id=\"NVDA 20250516 145.0 PUT\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020250516%20145.0%20PUT\">$NVDA 20250516 145.0 PUT$</a> ，成交量4525手</p><p>卖出 <a href=\"https://laohu8.com/OPT/NVDA 20250919 145.0 PUT\">$NVDA 20250919 145.0 PUT$ </a> ，成交量1020手</p><p>卖出 <a href=\"https://laohu8.com/OPT/NVDA 20250815 145.0 PUT\">$NVDA 20250815 145.0 PUT$ </a> ，成交量2319手</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e47c0b98c0f14cc2a03b1765be9c929c\" tg-width=\"2410\" tg-height=\"258\"></p><p>结合已发布财报来看，卖出平价sell put策略非常合理。</p><p>结合前两年英伟达年底表现，股价以区间震荡为主，涨跌震荡幅度大约在10～15%，回调130可抄底，涨到160也不用急追高，1～2月股价会一飞冲天。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc95577d1c28be9a7b4c437b384be67c\" tg-width=\"1984\" tg-height=\"1438\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb78ca98e70fd483fbc114d9a6a553e\" tg-width=\"2010\" tg-height=\"1452\"></p><p>至于是先涨后跌，还是先回调后反弹就不太重要了，左右都在130～160这个区间内。</p><p>考虑到昨天有那么多put选择看跌130～140区间，这两个月势必要回调一次130。</p><p>2亿哥估计会在明天roll仓，盲猜会roll明年2月到期135call <a href=\"https://laohu8.com/OPT/NVDA 20250221 135.0 CALL\">$NVDA 20250221 135.0 CALL$ </a> 。</p><p> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </p><p>周三备兑机构再次roll仓，这次不一样的地方在于，到期日选择两周之后的12月6日，盲猜操盘经理可能要去度假。</p><p>行权价有一点调整，卖出call行权价下调5块，365roll360，买入call上调行权价，405roll425。</p><ul style=\"\"><li><p>卖 <a data-mention-id=\"TSLA 20241206 360.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020241206%20360.0%20CALL\">$TSLA 20241206 360.0 CALL$</a> </p></li><li><p>买 <a data-mention-id=\"TSLA 20241206 425.0 CALL\" class=\"teditor-mention\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020241206%20425.0%20CALL\">$TSLA 20241206 425.0 CALL$</a> </p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84a668abd68634f7adb2e8f8194a116e\" tg-width=\"2414\" tg-height=\"260\"></p><p>看来接下来两周要么横盘震荡，要么涨爆400。我依旧选择sell put+buy call 持仓。</p></body></html>","text":"$英伟达(NVDA)$ 财报总体来说不错，不过按往年年底惯例，股价会来回震荡，然后等1月爆发。没上车的可以等回调，上车的可以做双卖薅130～160震荡区间的羊毛。 从周三的期权开仓明细可以看出，看跌期权放量非常明显，除了我半夜转发的看跌12月140以外，开仓量第二大的看跌组合是买本周到期140put卖本周到期130put。 以今天刚开盘表现来说，看跌140这个策略不能算错。但错就错在群众购买热情太高了，区区5%跌幅给买涨了起来。 跟短期策略相比我更看重的是长期策略。可能也有人注意到了昨晚有大量的远期看跌期权开仓，方向是卖出： 卖出 $NVDA 20250516 145.0 PUT$ ，成交量4525手 卖出 $NVDA 20250919 145.0 PUT$ ，成交量1020手 卖出 $NVDA 20250815 145.0 PUT$ ，成交量2319手 结合已发布财报来看，卖出平价sell put策略非常合理。 结合前两年英伟达年底表现，股价以区间震荡为主，涨跌震荡幅度大约在10～15%，回调130可抄底，涨到160也不用急追高，1～2月股价会一飞冲天。 至于是先涨后跌，还是先回调后反弹就不太重要了，左右都在130～160这个区间内。 考虑到昨天有那么多put选择看跌130～140区间，这两个月势必要回调一次130。 2亿哥估计会在明天roll仓，盲猜会roll明年2月到期135call $NVDA 20250221 135.0 CALL$ 。 $特斯拉(TSLA)$ 周三备兑机构再次roll仓，这次不一样的地方在于，到期日选择两周之后的12月6日，盲猜操盘经理可能要去度假。 行权价有一点调整，卖出call行权价下调5块，365roll360，买入call上调行权价，405roll425。 卖 $TSLA 20241206 360.0 CALL$ 买 $TSLA 20241206 425.0 CALL$ 看来接下来两周要么横盘震荡，要么涨爆400。我依旧选择sell put+buy call 持仓。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/373469457997832","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","TSLA","NVDA 20250815 145.0 PUT","TSLA 20241206 360.0 CALL","TSLA 20241206 425.0 CALL","NVDA 20250221 135.0 CALL","NVDA 20250516 145.0 PUT","NVDA 20250919 145.0 PUT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1277,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":13,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/373403141390728"}
精彩评论