鸭嘴兽嗅嗅
2023-03-28
这篇文章不错,转发给大家看看
@期权小班长:
美联储:都是自己人,空头先别急,让我再想想
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target=\"_blank\" href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$</a> 周五的深度价外看跌期权就很尴尬。周五开仓深度价外put的人不少,估计心态都是反正这么便宜赌一下崩溃买了也不亏。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/83c60f12bc347a9f9f1dd4b5e04f8ce3\" tg-width=\"-1\" tg-height=\"-1\">但同样是做空大单,人家上周五悄悄撤退了:<a target=\"_blank\" href=\"https://laohu8.com/S/SLG\">$SL Green Realty Corp(SLG)$</a></p><p><a target=\"_blank\" href=\"https://laohu8.com/OPT/SLG%2020230519%2020.0%20PUT\">$SLG 20230519 20.0 PUT$</a> & <a target=\"_blank\" href=\"https://laohu8.com/OPT/SLG%2020230519%2015.0%20PUT\">$SLG 20230519 15.0 PUT$</a></p><p>所以对于华尔街地产股暴雷的警告我也持观望态度,可能会爆,但不是空单撤退的现在。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/cc2c93154ee91595f7de64b967824b52\" tg-width=\"-1\" tg-height=\"-1\"></p><p>你问做啥比较好,我的回答:</p><ul><li>sell <a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230414%20280.0%20PUT\">$MSFT 20230414 280.0 PUT$</a></li></ul><p>看图,年化收益率42%,懂的都懂,不需要解释什么。这种平价sell put大单比buy call还要重量级。估计有些老手看完后摩拳擦掌恨不得直接满仓。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7107495881930fcee74de40e57e09b80\" tg-width=\"-1\" tg-height=\"-1\">如果你实在怕接盘或者暴雷可以选择低一点的行权价,或者直接买点股票建仓。今年就是这么个情况,全仓看涨风险太大,但干瞪眼等回调肯定后悔。</p></body></html>","htmlText":"<html><head></head><body><p>可以确认银行危机引爆大概率失败了,美国银行资金需求上周没有继续出现恶化。需知一鼓作气再而衰三而竭,做空也是同样的道理。</p><p>从上周的FOMC会议可以看出,美联储认可信贷收缩带来的加息效果。阴谋论一点的角度是鲍威尔其实是想弄死几家小银行的,但是被空头玩过了。没想到因为社媒传播48小时就倒闭了一家银行,连带所有地区银行开始挤兑,然后差点引爆欧洲银行危机。这让欧美两边的央行都难以承受,刹车叫停,一切再从头计议。</p><p>从结果来看,很难说美联储达到目的了。信贷崩溃来的也快去得也快,科技板块继续歌舞升平,基层消费可能也并不会因为银行倒闭上了几天热搜而停止,反而成为线下消费时最好的谈资。</p><p>所以<a target=\"_blank\" href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$</a> 周五的深度价外看跌期权就很尴尬。周五开仓深度价外put的人不少,估计心态都是反正这么便宜赌一下崩溃买了也不亏。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/83c60f12bc347a9f9f1dd4b5e04f8ce3\" tg-width=\"-1\" tg-height=\"-1\">但同样是做空大单,人家上周五悄悄撤退了:<a target=\"_blank\" href=\"https://laohu8.com/S/SLG\">$SL Green Realty Corp(SLG)$</a></p><p><a target=\"_blank\" href=\"https://laohu8.com/OPT/SLG%2020230519%2020.0%20PUT\">$SLG 20230519 20.0 PUT$</a> & <a target=\"_blank\" href=\"https://laohu8.com/OPT/SLG%2020230519%2015.0%20PUT\">$SLG 20230519 15.0 PUT$</a></p><p>所以对于华尔街地产股暴雷的警告我也持观望态度,可能会爆,但不是空单撤退的现在。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/cc2c93154ee91595f7de64b967824b52\" tg-width=\"-1\" tg-height=\"-1\"></p><p>你问做啥比较好,我的回答:</p><ul><li>sell <a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020230414%20280.0%20PUT\">$MSFT 20230414 280.0 PUT$</a></li></ul><p>看图,年化收益率42%,懂的都懂,不需要解释什么。这种平价sell put大单比buy call还要重量级。估计有些老手看完后摩拳擦掌恨不得直接满仓。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7107495881930fcee74de40e57e09b80\" tg-width=\"-1\" tg-height=\"-1\">如果你实在怕接盘或者暴雷可以选择低一点的行权价,或者直接买点股票建仓。今年就是这么个情况,全仓看涨风险太大,但干瞪眼等回调肯定后悔。</p></body></html>","text":"可以确认银行危机引爆大概率失败了,美国银行资金需求上周没有继续出现恶化。需知一鼓作气再而衰三而竭,做空也是同样的道理。 从上周的FOMC会议可以看出,美联储认可信贷收缩带来的加息效果。阴谋论一点的角度是鲍威尔其实是想弄死几家小银行的,但是被空头玩过了。没想到因为社媒传播48小时就倒闭了一家银行,连带所有地区银行开始挤兑,然后差点引爆欧洲银行危机。这让欧美两边的央行都难以承受,刹车叫停,一切再从头计议。 从结果来看,很难说美联储达到目的了。信贷崩溃来的也快去得也快,科技板块继续歌舞升平,基层消费可能也并不会因为银行倒闭上了几天热搜而停止,反而成为线下消费时最好的谈资。 所以$第一共和银行(FRC)$ 周五的深度价外看跌期权就很尴尬。周五开仓深度价外put的人不少,估计心态都是反正这么便宜赌一下崩溃买了也不亏。但同样是做空大单,人家上周五悄悄撤退了:$SL Green Realty Corp(SLG)$ $SLG 20230519 20.0 PUT$ & $SLG 20230519 15.0 PUT$ 所以对于华尔街地产股暴雷的警告我也持观望态度,可能会爆,但不是空单撤退的现在。 你问做啥比较好,我的回答: sell $MSFT 20230414 280.0 PUT$ 看图,年化收益率42%,懂的都懂,不需要解释什么。这种平价sell put大单比buy call还要重量级。估计有些老手看完后摩拳擦掌恨不得直接满仓。如果你实在怕接盘或者暴雷可以选择低一点的行权价,或者直接买点股票建仓。今年就是这么个情况,全仓看涨风险太大,但干瞪眼等回调肯定后悔。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/659898137","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["MSFT%2020230414%20280.0%20PUT","SLG","SLG%2020230519%2020.0%20PUT","SLG%2020230519%2015.0%20PUT","FRC"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1147,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":795,"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/659847563"}
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