Sihfhhdh
2022-12-23
Ggg
@期权小班长:
没什么新发现,还是维持周一观点:震荡下行,本周更适合sell call。 昨天最怪的事儿莫过于日本央行宣布修改YCC,扩大收益率曲线控制区间至正负0.5%,导致债券市场资金回流日本,各国国债遭到一定程度的抛售,收益率曲线走高,然后直接导致了$债券20+美公债指数ETF-iShares(TLT)$ 的下跌。 从期权大单来看目标价大概在95~100之间,不过行权价为100的这张大单$TLT 20230113 100.0 PUT$到期日更近,说明下单人更有信心;95不一定能到,更有可能是被当作一种价外杠杆。日本央行释放这次决策的时间点很奇怪,想想可能是特意安排在2022年最后一次FOMC结束后,防止与加息预期重叠共振导致国债利率恐慌式走高,真是用心良苦。 补充一些大单细节: 京东出现了平价put大单$JD 20230120 56.0 PUT$以及让我意外的是看到了很多成长股的sell call大单:$RBLX 20230217 30.0 CALL$ $NET 20230616 70.0 CALL$,尤其是RBLX行权价设定的很低,感觉年底前成长股走势依然不乐观。
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":621906129,"tweetId":"621906129","gmtCreate":1671790651362,"gmtModify":1671790652988,"author":{"id":4111658975234440,"idStr":"4111658975234440","authorId":4111658975234440,"authorIdStr":"4111658975234440","name":"Sihfhhdh","avatar":"https://static.tigerbbs.com/b94007e83e7eae3cfd33e225fd530ad9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.15","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Ggg</p></body></html>","htmlText":"<html><head></head><body><p>Ggg</p></body></html>","text":"Ggg","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/621906129","repostId":623475852,"repostType":1,"repost":{"magic":2,"id":623475852,"tweetId":"623475852","gmtCreate":1671634476076,"gmtModify":1671638607132,"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":"2024.12.24","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":32637,"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/00e225d107470418082cec7114568ade","width":"835","height":"523"},{"img":"https://static.tigerbbs.com/9987620b003ebcc4e7d61a3a7a833c23","width":"1170","height":"723"},{"img":"https://static.tigerbbs.com/ac9ac37b6722223b8d5222aefde2b5f4","width":"1169","height":"2070"},{"img":"https://static.tigerbbs.com/a636bb34dda98864892614127613565d","width":"1170","height":"890"}],"coverImages":[{"img":"https://static.tigerbbs.com/00e225d107470418082cec7114568ade","width":"835","height":"523"},{"img":"https://static.tigerbbs.com/9987620b003ebcc4e7d61a3a7a833c23","width":"1170","height":"723"},{"img":"https://static.tigerbbs.com/ac9ac37b6722223b8d5222aefde2b5f4","width":"1169","height":"2070"}],"title":"","extraTitle":"","html":"<html><head></head><body><p>没什么新发现,还是维持周一观点:震荡下行,本周更适合sell call。</p><p>昨天最怪的事儿莫过于日本央行宣布修改YCC,扩大收益率曲线控制区间至正负0.5%,导致债券市场资金回流日本,各国国债遭到一定程度的抛售,收益率曲线走高,然后直接导致了<a target=\"_blank\" href=\"https://laohu8.com/S/TLT\">$债券20+美公债指数ETF-iShares(TLT)$</a> 的下跌。</p><p>从期权大单来看目标价大概在95~100之间,不过行权价为100的这张大单<a target=\"_blank\" href=\"https://laohu8.com/OPT/TLT%2020230113%20100.0%20PUT\">$TLT 20230113 100.0 PUT$</a>到期日更近,说明下单人更有信心;95不一定能到,更有可能是被当作一种价外杠杆。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ac9ac37b6722223b8d5222aefde2b5f4\" tg-width=\"1169\" tg-height=\"2070\">日本央行释放这次决策的时间点很奇怪,想想可能是特意安排在2022年最后一次FOMC结束后,防止与加息预期重叠共振导致国债利率恐慌式走高,真是用心良苦。</p><p>补充一些大单细节:</p><p>京东出现了平价put大单<a target=\"_blank\" href=\"https://laohu8.com/OPT/JD%2020230120%2056.0%20PUT\">$JD 20230120 56.0 PUT$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/00e225d107470418082cec7114568ade\" tg-width=\"835\" tg-height=\"523\">以及让我意外的是看到了很多成长股的sell call大单:<a target=\"_blank\" href=\"https://laohu8.com/OPT/RBLX%2020230217%2030.0%20CALL\">$RBLX 20230217 30.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/NET%2020230616%2070.0%20CALL\">$NET 20230616 70.0 CALL$</a>,尤其是RBLX行权价设定的很低,感觉年底前成长股走势依然不乐观。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/9987620b003ebcc4e7d61a3a7a833c23\" tg-width=\"1170\" tg-height=\"723\"></p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a636bb34dda98864892614127613565d\" tg-width=\"1170\" tg-height=\"890\"></p></body></html>","htmlText":"<html><head></head><body><p>没什么新发现,还是维持周一观点:震荡下行,本周更适合sell call。</p><p>昨天最怪的事儿莫过于日本央行宣布修改YCC,扩大收益率曲线控制区间至正负0.5%,导致债券市场资金回流日本,各国国债遭到一定程度的抛售,收益率曲线走高,然后直接导致了<a target=\"_blank\" href=\"https://laohu8.com/S/TLT\">$债券20+美公债指数ETF-iShares(TLT)$</a> 的下跌。</p><p>从期权大单来看目标价大概在95~100之间,不过行权价为100的这张大单<a target=\"_blank\" href=\"https://laohu8.com/OPT/TLT%2020230113%20100.0%20PUT\">$TLT 20230113 100.0 PUT$</a>到期日更近,说明下单人更有信心;95不一定能到,更有可能是被当作一种价外杠杆。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ac9ac37b6722223b8d5222aefde2b5f4\" tg-width=\"1169\" tg-height=\"2070\">日本央行释放这次决策的时间点很奇怪,想想可能是特意安排在2022年最后一次FOMC结束后,防止与加息预期重叠共振导致国债利率恐慌式走高,真是用心良苦。</p><p>补充一些大单细节:</p><p>京东出现了平价put大单<a target=\"_blank\" href=\"https://laohu8.com/OPT/JD%2020230120%2056.0%20PUT\">$JD 20230120 56.0 PUT$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/00e225d107470418082cec7114568ade\" tg-width=\"835\" tg-height=\"523\">以及让我意外的是看到了很多成长股的sell call大单:<a target=\"_blank\" href=\"https://laohu8.com/OPT/RBLX%2020230217%2030.0%20CALL\">$RBLX 20230217 30.0 CALL$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/NET%2020230616%2070.0%20CALL\">$NET 20230616 70.0 CALL$</a>,尤其是RBLX行权价设定的很低,感觉年底前成长股走势依然不乐观。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/9987620b003ebcc4e7d61a3a7a833c23\" tg-width=\"1170\" tg-height=\"723\"></p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a636bb34dda98864892614127613565d\" tg-width=\"1170\" tg-height=\"890\"></p></body></html>","text":"没什么新发现,还是维持周一观点:震荡下行,本周更适合sell call。 昨天最怪的事儿莫过于日本央行宣布修改YCC,扩大收益率曲线控制区间至正负0.5%,导致债券市场资金回流日本,各国国债遭到一定程度的抛售,收益率曲线走高,然后直接导致了$债券20+美公债指数ETF-iShares(TLT)$ 的下跌。 从期权大单来看目标价大概在95~100之间,不过行权价为100的这张大单$TLT 20230113 100.0 PUT$到期日更近,说明下单人更有信心;95不一定能到,更有可能是被当作一种价外杠杆。日本央行释放这次决策的时间点很奇怪,想想可能是特意安排在2022年最后一次FOMC结束后,防止与加息预期重叠共振导致国债利率恐慌式走高,真是用心良苦。 补充一些大单细节: 京东出现了平价put大单$JD 20230120 56.0 PUT$以及让我意外的是看到了很多成长股的sell call大单:$RBLX 20230217 30.0 CALL$ $NET 20230616 70.0 CALL$,尤其是RBLX行权价设定的很低,感觉年底前成长股走势依然不乐观。","highlighted":2,"essential":1,"paper":1,"link":"https://laohu8.com/post/623475852","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["JD%2020230120%2056.0%20PUT","JD","TLT%2020230113%20100.0%20PUT","TLT"],"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":760,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":247,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/621906129"}
精彩评论