观察中_老虎社区_美港股上老虎 - 老虎社区

观察中

@期权小班长：AI的炒作似乎要到头了，微软会跌多少？什么价格接盘合适？

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":625417342,"tweetId":"625417342","gmtCreate":1676632657986,"gmtModify":1676632659691,"author":{"id":3576921444396208,"idStr":"3576921444396208","authorId":3576921444396208,"authorIdStr":"3576921444396208","name":"海风吹了","avatar":"https://static.tigerbbs.com/7f1a04bed39fe67d0cc062c97a24ba23","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>观察中</p></body></html>","htmlText":"<html><head></head><body><p>观察中</p></body></html>","text":"观察中","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/625417342","repostId":625058125,"repostType":1,"repost":{"magic":2,"id":625058125,"tweetId":"625058125","gmtCreate":1675959866268,"gmtModify":1675959870851,"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":"2024.10.27","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":32179,"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/c266b55821674ce7c6588a647a98b393","width":"-1","height":"-1"}],"coverImages":[{"img":"https://static.tigerbbs.com/c266b55821674ce7c6588a647a98b393","width":"-1","height":"-1"}],"title":"AI的炒作似乎要到头了，微软会跌多少？什么价格接盘合适？","html":"<html><head></head><body><p>有人600万重仓put了微软：</p><ul><li>买<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230721%20275.0%20PUT\">$MSFT%2020230721%20275.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/MSFT 20230721 275.0 PUT\">$MSFT 20230721 275.0 PUT$&nbsp;</a></li><li>卖<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230721%20205.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/MSFT 20230721 205.0 PUT\">$MSFT 20230721 205.0 PUT$&nbsp;</a></li></ul><p><img src=\"https://static.tigerbbs.com/c266b55821674ce7c6588a647a98b393\" tg-width=\"-1\" tg-height=\"-1\">严格来说这是一组熊市看跌价差策略，买入行权价更高的put，卖出同样到期日行权价更低的put。</p><p>这套策略很有意思。对于目前震荡上行的触顶行情最佳策略其实是sell&nbsp;call，上行犹犹豫豫，下跌遥遥无期，此时buy&nbsp;put并长线持有会一直损耗时间价值。但这位交易者还是义无反顾选择了买入平价put（275），到期日选择7月，说明他也对长线作战做好了准备。</p><p>但作为价差策略另一条腿（205）行权价离的着实有点远，基本起不到对冲赚取价差的作用，只是相当于减少时间损失。所以这套策略其实偏向于纯做空。</p><p>不过我认为微软真跌到205，这位交易者可能很愿意接盘。去年10月微软股价低点是213，而250周均线价格是202，205接手真心不贵。</p><p>所以和一般意义上的熊市看跌价差策略不同，这套策略更偏向做空，但和普通做空比性价比更高。</p><p>截图下方有一组call大单好像在唱反调<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230217%20257.5%20CALL\">$MSFT%2020230217%20257.5%20CALL$ </a><a href=\"https://laohu8.com/OPT/MSFT 20230217 257.5 CALL\">$MSFT 20230217 257.5 CALL$&nbsp;</a>&nbsp;，其实这是平仓单，也证明短期急涨趋势结束了。</p><p>谷歌这几天一直在跌，现在更适合sell&nbsp;put：<a target=\"_blank\" href=\"https://laohu8.com/OPT/GOOGL%2020230324%2085.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/GOOGL 20230324 85.0 PUT\">$GOOGL 20230324 85.0 PUT$&nbsp;</a>&nbsp;，行权价选择近期低点，不放心选择80～83都可以。</p></body></html>","htmlText":"<html><head></head><body><p>有人600万重仓put了微软：</p><ul><li>买<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230721%20275.0%20PUT\">$MSFT%2020230721%20275.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/MSFT 20230721 275.0 PUT\">$MSFT 20230721 275.0 PUT$&nbsp;</a></li><li>卖<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230721%20205.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/MSFT 20230721 205.0 PUT\">$MSFT 20230721 205.0 PUT$&nbsp;</a></li></ul><p><img src=\"https://static.tigerbbs.com/c266b55821674ce7c6588a647a98b393\" tg-width=\"-1\" tg-height=\"-1\">严格来说这是一组熊市看跌价差策略，买入行权价更高的put，卖出同样到期日行权价更低的put。</p><p>这套策略很有意思。对于目前震荡上行的触顶行情最佳策略其实是sell&nbsp;call，上行犹犹豫豫，下跌遥遥无期，此时buy&nbsp;put并长线持有会一直损耗时间价值。但这位交易者还是义无反顾选择了买入平价put（275），到期日选择7月，说明他也对长线作战做好了准备。</p><p>但作为价差策略另一条腿（205）行权价离的着实有点远，基本起不到对冲赚取价差的作用，只是相当于减少时间损失。所以这套策略其实偏向于纯做空。</p><p>不过我认为微软真跌到205，这位交易者可能很愿意接盘。去年10月微软股价低点是213，而250周均线价格是202，205接手真心不贵。</p><p>所以和一般意义上的熊市看跌价差策略不同，这套策略更偏向做空，但和普通做空比性价比更高。</p><p>截图下方有一组call大单好像在唱反调<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230217%20257.5%20CALL\">$MSFT%2020230217%20257.5%20CALL$ </a><a href=\"https://laohu8.com/OPT/MSFT 20230217 257.5 CALL\">$MSFT 20230217 257.5 CALL$&nbsp;</a>&nbsp;，其实这是平仓单，也证明短期急涨趋势结束了。</p><p>谷歌这几天一直在跌，现在更适合sell&nbsp;put：<a target=\"_blank\" href=\"https://laohu8.com/OPT/GOOGL%2020230324%2085.0%20PUT\"></a><a href=\"https://laohu8.com/OPT/GOOGL 20230324 85.0 PUT\">$GOOGL 20230324 85.0 PUT$&nbsp;</a>&nbsp;，行权价选择近期低点，不放心选择80～83都可以。</p></body></html>","text":"有人600万重仓put了微软： 买$MSFT%2020230721%20275.0%20PUT$ $MSFT 20230721 275.0 PUT$ 卖$MSFT 20230721 205.0 PUT$  严格来说这是一组熊市看跌价差策略，买入行权价更高的put，卖出同样到期日行权价更低的put。 这套策略很有意思。对于目前震荡上行的触顶行情最佳策略其实是sell call，上行犹犹豫豫，下跌遥遥无期，此时buy put并长线持有会一直损耗时间价值。但这位交易者还是义无反顾选择了买入平价put（275），到期日选择7月，说明他也对长线作战做好了准备。 但作为价差策略另一条腿（205）行权价离的着实有点远，基本起不到对冲赚取价差的作用，只是相当于减少时间损失。所以这套策略其实偏向于纯做空。 不过我认为微软真跌到205，这位交易者可能很愿意接盘。去年10月微软股价低点是213，而250周均线价格是202，205接手真心不贵。 所以和一般意义上的熊市看跌价差策略不同，这套策略更偏向做空，但和普通做空比性价比更高。 截图下方有一组call大单好像在唱反调$MSFT%2020230217%20257.5%20CALL$ $MSFT 20230217 257.5 CALL$ ，其实这是平仓单，也证明短期急涨趋势结束了。 谷歌这几天一直在跌，现在更适合sell put：$GOOGL 20230324 85.0 PUT$ ，行权价选择近期低点，不放心选择80～83都可以。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/625058125","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["GOOGL%2020230324%2085.0%20PUT","MSFT%2020230721%20205.0%20PUT","MSFT%2020230721%20275.0%20PUT","GOOGL","MSFT","MSFT%2020230217%20257.5%20CALL"],"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":969,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1327,"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":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/625417342"}