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@期权小班长：行情转折点，权重股涨跌分析（附看涨大单异动）

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<p>近期回调原因很多，主要受杰克逊会议影响，美元指数也来到新高。另外还有英伟达芯片禁运影响。那么今天非农数据公布后市场会转向经济数据面，是一个重要分界点，大盘不是暴涨，就是暴跌。</p> <p>我们可以从昨天的期权大单异动里分析接下来的资本风向。大盘走势和权重股通常高度一致，就看这几只股票的大单就可以了。</p> <h4><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </h4> <p>特斯拉出现了典型的call价差策略大单，就是这两张：</p> <ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230120%20300.0%20CALL\">$TSLA 20230120 300.0 CALL$ </a></li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020221118%20283.33%20CALL\">$TSLA 20221118 283.33 CALL$</a></li> \n</ul> <p>从行权价选择来看，交易者应该是卖出283.33，买入300。交易思路是特斯拉在近期股价不会高于280左右。这是一个偏看空的策略。时间上他选择了到期日选择的是11月和明年1月，时间放的比较宽。这也是一个不太利好的信息，他认为近一两个月特斯拉股价都会呈现一种均值回归状态，即使有暴涨可能也不是一去不复返的那种。<img src=\"https://static.tigerbbs.com/6e22cfc77d10ee7fa32326e819e7af77\" tg-width=\"1170\" tg-height=\"1931\"></p> <p><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> </p> <p>相对看涨，除了其他做深度价内put价差的单子，就是这一对：</p> <ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020221118%20260.0%20CALL\">$MSFT 20221118 260.0 CALL$</a> </li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020221118%20290.0%20CALL\">$MSFT 20221118 290.0 CALL$</a> </li> \n</ul> <p>所谓相对看涨也是认为涨不过之前290的高点。<img src=\"https://static.tigerbbs.com/24174782adb78555de71af683a14e622\" tg-width=\"1071\" tg-height=\"2005\"></p> <p>其他权重股的话，亚马逊跟微软差不多，谷歌偏跨式，没有明确给方向。</p> <p>权重股异动总结：从几个权重股大单来看，近期大盘会反弹，重点应该是苹果亚马逊谷歌这些权重股，<b>特斯拉这几张单子挺怪的，建议再观察观察</b>。</p> <h4>谈谈怎么看英伟达：</h4> <p>英伟达的主要问题在于，从损失角度来看股价不应该跌这么多，这个抛售背后的原因众说纷纭。当然最不好的猜测就是后续还有不利政策。从期权大单来看，昨晚大单主要是跨式和熊市看跌期权，做空方向的行权价价位有130和120。</p> <p>从我的交易角度我觉得应该是做多的点位，英伟达作为芯片龙头的长期价值大家都懂，但从风险角度跨式组合是更好的选择。</p> <p><img src=\"https://static.tigerbbs.com/a47462d989e83fd22303559d75ac7dd0\" tg-width=\"1093\" tg-height=\"1924\"></p> <p>&nbsp;最后给大家奉上一张福利大单：深度价内，懂得都懂<a target=\"_blank\" href=\"https://laohu8.com/OPT/F%2020230120%2010.0%20CALL\">$F 20230120 10.0 CALL$</a><img src=\"https://static.tigerbbs.com/98250dd9db4de85dc118c32322e03ded\" tg-width=\"1032\" tg-height=\"1857\"></p></body></html>","htmlText":"<html><head></head><body><p>昨天是9月第一天。历来9月会发生大幅回调，但昨日标普和道指收涨，勉强贴60日线附近。</p> <p>近期回调原因很多，主要受杰克逊会议影响，美元指数也来到新高。另外还有英伟达芯片禁运影响。那么今天非农数据公布后市场会转向经济数据面，是一个重要分界点，大盘不是暴涨，就是暴跌。</p> <p>我们可以从昨天的期权大单异动里分析接下来的资本风向。大盘走势和权重股通常高度一致，就看这几只股票的大单就可以了。</p> <h4><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </h4> <p>特斯拉出现了典型的call价差策略大单，就是这两张：</p> <ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020230120%20300.0%20CALL\">$TSLA 20230120 300.0 CALL$ </a></li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020221118%20283.33%20CALL\">$TSLA 20221118 283.33 CALL$</a></li> \n</ul> <p>从行权价选择来看，交易者应该是卖出283.33，买入300。交易思路是特斯拉在近期股价不会高于280左右。这是一个偏看空的策略。时间上他选择了到期日选择的是11月和明年1月，时间放的比较宽。这也是一个不太利好的信息，他认为近一两个月特斯拉股价都会呈现一种均值回归状态，即使有暴涨可能也不是一去不复返的那种。<img src=\"https://static.tigerbbs.com/6e22cfc77d10ee7fa32326e819e7af77\" tg-width=\"1170\" tg-height=\"1931\"></p> <p><a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> </p> <p>相对看涨，除了其他做深度价内put价差的单子，就是这一对：</p> <ul> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020221118%20260.0%20CALL\">$MSFT 20221118 260.0 CALL$</a> </li> \n <li><a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020221118%20290.0%20CALL\">$MSFT 20221118 290.0 CALL$</a> </li> \n</ul> <p>所谓相对看涨也是认为涨不过之前290的高点。<img src=\"https://static.tigerbbs.com/24174782adb78555de71af683a14e622\" tg-width=\"1071\" tg-height=\"2005\"></p> <p>其他权重股的话，亚马逊跟微软差不多，谷歌偏跨式，没有明确给方向。</p> <p>权重股异动总结：从几个权重股大单来看，近期大盘会反弹，重点应该是苹果亚马逊谷歌这些权重股，<b>特斯拉这几张单子挺怪的，建议再观察观察</b>。</p> <h4>谈谈怎么看英伟达：</h4> <p>英伟达的主要问题在于，从损失角度来看股价不应该跌这么多，这个抛售背后的原因众说纷纭。当然最不好的猜测就是后续还有不利政策。从期权大单来看，昨晚大单主要是跨式和熊市看跌期权，做空方向的行权价价位有130和120。</p> <p>从我的交易角度我觉得应该是做多的点位，英伟达作为芯片龙头的长期价值大家都懂，但从风险角度跨式组合是更好的选择。</p> <p><img src=\"https://static.tigerbbs.com/a47462d989e83fd22303559d75ac7dd0\" tg-width=\"1093\" tg-height=\"1924\"></p> <p>&nbsp;最后给大家奉上一张福利大单：深度价内，懂得都懂<a target=\"_blank\" href=\"https://laohu8.com/OPT/F%2020230120%2010.0%20CALL\">$F 20230120 10.0 CALL$</a><img src=\"https://static.tigerbbs.com/98250dd9db4de85dc118c32322e03ded\" tg-width=\"1032\" tg-height=\"1857\"></p></body></html>","text":"昨天是9月第一天。历来9月会发生大幅回调，但昨日标普和道指收涨，勉强贴60日线附近。 近期回调原因很多，主要受杰克逊会议影响，美元指数也来到新高。另外还有英伟达芯片禁运影响。那么今天非农数据公布后市场会转向经济数据面，是一个重要分界点，大盘不是暴涨，就是暴跌。 我们可以从昨天的期权大单异动里分析接下来的资本风向。大盘走势和权重股通常高度一致，就看这几只股票的大单就可以了。 $特斯拉(TSLA)$ 特斯拉出现了典型的call价差策略大单，就是这两张： $TSLA 20230120 300.0 CALL$  $TSLA 20221118 283.33 CALL$ 从行权价选择来看，交易者应该是卖出283.33，买入300。交易思路是特斯拉在近期股价不会高于280左右。这是一个偏看空的策略。时间上他选择了到期日选择的是11月和明年1月，时间放的比较宽。这也是一个不太利好的信息，他认为近一两个月特斯拉股价都会呈现一种均值回归状态，即使有暴涨可能也不是一去不复返的那种。 $微软(MSFT)$ 相对看涨，除了其他做深度价内put价差的单子，就是这一对： $MSFT 20221118 260.0 CALL$ $MSFT 20221118 290.0 CALL$ 所谓相对看涨也是认为涨不过之前290的高点。 其他权重股的话，亚马逊跟微软差不多，谷歌偏跨式，没有明确给方向。 权重股异动总结：从几个权重股大单来看，近期大盘会反弹，重点应该是苹果亚马逊谷歌这些权重股，特斯拉这几张单子挺怪的，建议再观察观察。 谈谈怎么看英伟达： 英伟达的主要问题在于，从损失角度来看股价不应该跌这么多，这个抛售背后的原因众说纷纭。当然最不好的猜测就是后续还有不利政策。从期权大单来看，昨晚大单主要是跨式和熊市看跌期权，做空方向的行权价价位有130和120。 从我的交易角度我觉得应该是做多的点位，英伟达作为芯片龙头的长期价值大家都懂，但从风险角度跨式组合是更好的选择。 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