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@期权小班长：密切关注通胀带来的行情影响

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多头，上述影响盘中再做评估。道指代表的传统行业上涨意愿更强烈，奈何科技股带偏了，像极了想去商店买东西的小孩，最后被大人活生生拽走了。</p> <p>大家周末愉快！</p></body></html>","htmlText":"<html><head></head><body><p>周四大盘回调了，因为拜登这老头子例行讲话时额外警告了一下，不要过度解读周五的通胀数据。</p> <p>然后大盘就泄了，成长股跌的一塌糊涂，芯片和汽车领跌。</p> <p>换我我也怕啊，你这周五数据得糟糕到什么程度还要出来提前打预防针。</p> <p>从经济学家们预估的中值来看，市场普遍预期此次CPI将会达到6.7%以上，或创1982年夏季以来最高水平。。待会看数据，要真是这么高，市场会进一步抬高加息和缩减速度加快的预期。此前10月CPI同比增长超过6%，创1990年以来最高水平。</p> <p>受通胀情绪影响，科技股普跌，芯片股领跌。</p> <p>更别提今天马斯克跳出来说要辞职CEO专心当网红，再结合他最近卖卖卖的举动，盘前<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 毫无意外下跌。</p> <p>put数据上，没有特别的风险提示，因为iv一直很高一直是put池常客，属于一年四季都也可以靠sell&nbsp;put赚钱的那种股票。但芯片股<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 要注意回调风险了，周权和月权数据今天都出现了，但周五不开仓先观察，下周一再做考虑。</p> <p>继续持有<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 和大盘<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 多头，上述影响盘中再做评估。道指代表的传统行业上涨意愿更强烈，奈何科技股带偏了，像极了想去商店买东西的小孩，最后被大人活生生拽走了。</p> 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