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@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？

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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":1500,"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"}