Y8888
2023-04-05
这篇文章不错,转发给大家看看
@期权小班长:
长话短说,中概股目标价
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。这一翻不要紧,我发现3月23号有人下了一张贼激进的大单:</p><ul><li><a target=\"_blank\" href=\"https://laohu8.com/OPT/KWEB%2020230421%2034.5%20CALL\">$KWEB 20230421 34.5 CALL$</a></li></ul><p>总成交金额190多万,到期日4月21日,行权价是价外34.5,非常笃定近期会有暴涨或者4月21日前涨到34.5。<img src=\"https://static.tigerbbs.com/b6e88a06db2a0b0357ce7551b329f385\" tg-width=\"-1\" tg-height=\"-1\"><img src=\"https://static.tigerbbs.com/f01f2925b982665cd7ff5ff4c5b1aefc\" tg-width=\"-1\" tg-height=\"-1\">同样FXI也有,做的是看涨价差,不是那么激进:</p><ul><li>buy <a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020230519%2030.0%20CALL\">$FXI 20230519 30.0 CALL$</a> </li><li>sell <a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020230519%2035.0%20CALL\">$FXI 20230519 35.0 CALL$</a></li></ul><p>总成交金额280多万,到期日5月19日,买入行权价是价外30,卖出行权价感觉对冲作用很弱,更像是降低保证金作用。不过这张大单也非常笃定近期暴涨。<img src=\"https://static.tigerbbs.com/aa85961765e9b2be03ef5d8225cf8fca\" tg-width=\"-1\" tg-height=\"-1\">结合当天拼多多大跌,看到这两张大单的时候我就迷茫了。首先下单日期是FOMC会议后,欧洲风险比美国更大,但外资流入中概股的逻辑是什么呢?微软还不够给大资金安全感吗?</p><p>其二是如果KWEB FXI强烈看涨,那PDD就没有理由继续看跌。这件事先按下不表。</p><p>事实是人总是会犯同样的错误。在A事件之后下单,交易逻辑并不一定是A事件,反而可能是借A事件作为掩盖。这次也是如此。机构选择在FOMC之后下单,并不关心中间波动导致期权价格大跌一半这件事,利好一定会带来暴涨,筹码在手更重要。</p><p>更别提在FOMC下单能显著的对手盘进行交易逻辑推断。</p><p>总之不太确定机构今晚还会不会耐心等待目标价到位(就是行权价),或者利用暴涨直接出货(反正也赚了),先发出来大家参考一下吧。</p></body></html>","htmlText":"<html><head></head><body><p>昨天拼多多大跌,为了确认影响范围我顺手看了一下中概ETF<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a> 和<a href=\"https://laohu8.com/S/FXI\">$中国大盘股ETF-iShares(FXI)$</a> 。这一翻不要紧,我发现3月23号有人下了一张贼激进的大单:</p><ul><li><a target=\"_blank\" href=\"https://laohu8.com/OPT/KWEB%2020230421%2034.5%20CALL\">$KWEB 20230421 34.5 CALL$</a></li></ul><p>总成交金额190多万,到期日4月21日,行权价是价外34.5,非常笃定近期会有暴涨或者4月21日前涨到34.5。<img src=\"https://static.tigerbbs.com/b6e88a06db2a0b0357ce7551b329f385\" tg-width=\"-1\" tg-height=\"-1\"><img src=\"https://static.tigerbbs.com/f01f2925b982665cd7ff5ff4c5b1aefc\" tg-width=\"-1\" tg-height=\"-1\">同样FXI也有,做的是看涨价差,不是那么激进:</p><ul><li>buy <a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020230519%2030.0%20CALL\">$FXI 20230519 30.0 CALL$</a> </li><li>sell <a target=\"_blank\" href=\"https://laohu8.com/OPT/FXI%2020230519%2035.0%20CALL\">$FXI 20230519 35.0 CALL$</a></li></ul><p>总成交金额280多万,到期日5月19日,买入行权价是价外30,卖出行权价感觉对冲作用很弱,更像是降低保证金作用。不过这张大单也非常笃定近期暴涨。<img src=\"https://static.tigerbbs.com/aa85961765e9b2be03ef5d8225cf8fca\" tg-width=\"-1\" tg-height=\"-1\">结合当天拼多多大跌,看到这两张大单的时候我就迷茫了。首先下单日期是FOMC会议后,欧洲风险比美国更大,但外资流入中概股的逻辑是什么呢?微软还不够给大资金安全感吗?</p><p>其二是如果KWEB FXI强烈看涨,那PDD就没有理由继续看跌。这件事先按下不表。</p><p>事实是人总是会犯同样的错误。在A事件之后下单,交易逻辑并不一定是A事件,反而可能是借A事件作为掩盖。这次也是如此。机构选择在FOMC之后下单,并不关心中间波动导致期权价格大跌一半这件事,利好一定会带来暴涨,筹码在手更重要。</p><p>更别提在FOMC下单能显著的对手盘进行交易逻辑推断。</p><p>总之不太确定机构今晚还会不会耐心等待目标价到位(就是行权价),或者利用暴涨直接出货(反正也赚了),先发出来大家参考一下吧。</p></body></html>","text":"昨天拼多多大跌,为了确认影响范围我顺手看了一下中概ETF$中国海外互联网ETF-KraneShares(KWEB)$ 和$中国大盘股ETF-iShares(FXI)$ 。这一翻不要紧,我发现3月23号有人下了一张贼激进的大单: $KWEB 20230421 34.5 CALL$ 总成交金额190多万,到期日4月21日,行权价是价外34.5,非常笃定近期会有暴涨或者4月21日前涨到34.5。同样FXI也有,做的是看涨价差,不是那么激进: buy $FXI 20230519 30.0 CALL$ sell $FXI 20230519 35.0 CALL$ 总成交金额280多万,到期日5月19日,买入行权价是价外30,卖出行权价感觉对冲作用很弱,更像是降低保证金作用。不过这张大单也非常笃定近期暴涨。结合当天拼多多大跌,看到这两张大单的时候我就迷茫了。首先下单日期是FOMC会议后,欧洲风险比美国更大,但外资流入中概股的逻辑是什么呢?微软还不够给大资金安全感吗? 其二是如果KWEB FXI强烈看涨,那PDD就没有理由继续看跌。这件事先按下不表。 事实是人总是会犯同样的错误。在A事件之后下单,交易逻辑并不一定是A事件,反而可能是借A事件作为掩盖。这次也是如此。机构选择在FOMC之后下单,并不关心中间波动导致期权价格大跌一半这件事,利好一定会带来暴涨,筹码在手更重要。 更别提在FOMC下单能显著的对手盘进行交易逻辑推断。 总之不太确定机构今晚还会不会耐心等待目标价到位(就是行权价),或者利用暴涨直接出货(反正也赚了),先发出来大家参考一下吧。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/659637528","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BABA","KWEB%2020230421%2034.5%20CALL","FXI%2020230519%2035.0%20CALL","KWEB","FXI%2020230519%2030.0%20CALL","FXI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1090,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":911,"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,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/653156208"}
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