jw_la
2022-01-23
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Netflix 财报暴跌20%,期权还能赚钱吗?
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Game带来的涨幅都跌回去了,405较700的峰值跌幅高达42%。如果最近不是杀成长股估值这个财报应该不至于波动这么大。</p> <p>我在 <a href=\"https://laohu8.com/TW/694622763\" target=\"_blank\"><b>如何用期权玩转财报季(5):跨式期权还可以这么做?</b></a>的文章中说了适合NFLX的玩法是跨式,就今天的结果看来,NFLX确实适合跨式,不管是财报前小利离场还是财报后大肉,都是不错的选择。财报前离场,在我们提示的时候IV才60%多,而昨晚IV是100%多,单边盈利足以覆盖了另一边的亏损。而财报后,今晚put 得开个百分之几百出来,一定是赚的。</p> <p>暴跌了20%之后的NFLX怎么做?</p> <p>盘后的价格已经跌到周线的关键支撑,也是2020年4月的价格。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/76b568b29ea872688df57bc48351c6e5\" tg-width=\"2194\" tg-height=\"1320\">如果你持有正股,现在割不割肉的意义好像也没那么大了,立即开始Sell Covered Call吧。</p> <p>如果没有正股,财报消息落地,跨式就没必要了。回顾去年Q2数据不好的时候,大概横盘波动了半年,所以大概率跌到一个支撑继续横盘波动,待明确的止跌再开始做波段更适合。</p></body></html>","htmlText":"<html><head></head><body><p><a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 财报导致今天盘后暴跌20%,由于Q1的新增订阅用户指引惨不忍睹。尽管Q4财报新增订阅用户数据828万超过了之前公司给的指引819万,也大大好于小摩此前预警的650万。但NFLX预计Q1新增订阅用户人数仅250万,这个数值较2021年同期的398万下滑了37%,不及投行预期的693万的一半。让我想到去年的Q2才150万的新增。<img referrerpolicy=\"no-referrer\" 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