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@期权小班长：半导体到底了吗？又有大资金埋伏推特了！

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target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ee3cc16eccf17081271f45e07fcfa629\" tg-width=\"1085\" tg-height=\"2124\">不过很显然奇迹只能维持住一天，今天就没有那么幸运了，因为欧洲板块全线崩盘了：欧元崩了，欧股也崩了，而领跌股毫无意外依然是半导体<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/3679e30ebc8ddb3f907f3a92ff24eefd\" tg-width=\"1122\" tg-height=\"1594\">好消息是每当ASML大跌7%以上没多久股市就快要见底了，但坏消息是谁也说不准这一规律能否每次都生效。</p><p>如果是前者那芯片股离抄底也就不远了。</p><h4>今天又翻到几只异动股：</h4><p>虽然今天这个行情不适合推荐call，但实事求是，大单押注就是押注了，也不能说今天市场不好上周的钱就白花了。</p><p>尤其是对于<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> 这种有内幕的股票，如图所示，594万美元押注2023年1月20日到期，行权价为50的call。910万美元押注2023年1月20日到期45美元的call。</p><p>因为下单时间相同，所以有两个方向的可能性。1是马斯克将要进一步公布收购进度，大单押注买入；2是马斯克在今年内都不会宣布收购进度，但也不会宣布放弃收购，完全将此事放置一边。</p><p>结合当今金融市场状况，2概率会更大，即马斯克拖延收购，但问题在于下半年市场好转，推特股价未必不会上涨。</p><p>我个人偏向1，更偏向看涨投机。有进展也不代表收购明确确定，有可能就是放个消息吊一吊市场情绪。</p><p>（注：laohu8出bug无法@期权代码了，大家自己看图去找代码吧）<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/cd6d5d555ae4ef024b765a817a6757d5\" tg-width=\"1170\" tg-height=\"1802\"><a target=\"_blank\" href=\"https://laohu8.com/S/PG\">$宝洁(PG)$</a> 如图所示2023年1月20日到期的平价期权百万大单。不过结合今天的市场状况需要谨慎考虑。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/d67753b441b279b58f51240ac95a11da\" tg-width=\"1066\" tg-height=\"617\"><a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 比较罕见的中概小盘股大单。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/9b2c9d78ea0580ea46de1d2b6b946d4d\" tg-width=\"1170\" tg-height=\"538\"></p></body></html>","htmlText":"<html><head></head><body><p>上周五我愿称之为奇迹。</p><p>在芯片板块集体暴跌的情况情况下，三大指数还能良好收涨，只能说国庆节的魅力实在太大了，CPU烧坏了服务器冒烟了的情况下硬是放出了烟花。<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ee3cc16eccf17081271f45e07fcfa629\" tg-width=\"1085\" tg-height=\"2124\">不过很显然奇迹只能维持住一天，今天就没有那么幸运了，因为欧洲板块全线崩盘了：欧元崩了，欧股也崩了，而领跌股毫无意外依然是半导体<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/3679e30ebc8ddb3f907f3a92ff24eefd\" tg-width=\"1122\" tg-height=\"1594\">好消息是每当ASML大跌7%以上没多久股市就快要见底了，但坏消息是谁也说不准这一规律能否每次都生效。</p><p>如果是前者那芯片股离抄底也就不远了。</p><h4>今天又翻到几只异动股：</h4><p>虽然今天这个行情不适合推荐call，但实事求是，大单押注就是押注了，也不能说今天市场不好上周的钱就白花了。</p><p>尤其是对于<a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> 这种有内幕的股票，如图所示，594万美元押注2023年1月20日到期，行权价为50的call。910万美元押注2023年1月20日到期45美元的call。</p><p>因为下单时间相同，所以有两个方向的可能性。1是马斯克将要进一步公布收购进度，大单押注买入；2是马斯克在今年内都不会宣布收购进度，但也不会宣布放弃收购，完全将此事放置一边。</p><p>结合当今金融市场状况，2概率会更大，即马斯克拖延收购，但问题在于下半年市场好转，推特股价未必不会上涨。</p><p>我个人偏向1，更偏向看涨投机。有进展也不代表收购明确确定，有可能就是放个消息吊一吊市场情绪。</p><p>（注：laohu8出bug无法@期权代码了，大家自己看图去找代码吧）<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/cd6d5d555ae4ef024b765a817a6757d5\" tg-width=\"1170\" tg-height=\"1802\"><a target=\"_blank\" href=\"https://laohu8.com/S/PG\">$宝洁(PG)$</a> 如图所示2023年1月20日到期的平价期权百万大单。不过结合今天的市场状况需要谨慎考虑。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/d67753b441b279b58f51240ac95a11da\" tg-width=\"1066\" tg-height=\"617\"><a target=\"_blank\" href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a> 比较罕见的中概小盘股大单。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/9b2c9d78ea0580ea46de1d2b6b946d4d\" tg-width=\"1170\" tg-height=\"538\"></p></body></html>","text":"上周五我愿称之为奇迹。 在芯片板块集体暴跌的情况情况下，三大指数还能良好收涨，只能说国庆节的魅力实在太大了，CPU烧坏了服务器冒烟了的情况下硬是放出了烟花。$英伟达(NVDA)$ $美国超微公司(AMD)$不过很显然奇迹只能维持住一天，今天就没有那么幸运了，因为欧洲板块全线崩盘了：欧元崩了，欧股也崩了，而领跌股毫无意外依然是半导体$阿斯麦(ASML)$好消息是每当ASML大跌7%以上没多久股市就快要见底了，但坏消息是谁也说不准这一规律能否每次都生效。 如果是前者那芯片股离抄底也就不远了。 今天又翻到几只异动股： 虽然今天这个行情不适合推荐call，但实事求是，大单押注就是押注了，也不能说今天市场不好上周的钱就白花了。 尤其是对于$Twitter(TWTR)$ 这种有内幕的股票，如图所示，594万美元押注2023年1月20日到期，行权价为50的call。910万美元押注2023年1月20日到期45美元的call。 因为下单时间相同，所以有两个方向的可能性。1是马斯克将要进一步公布收购进度，大单押注买入；2是马斯克在今年内都不会宣布收购进度，但也不会宣布放弃收购，完全将此事放置一边。 结合当今金融市场状况，2概率会更大，即马斯克拖延收购，但问题在于下半年市场好转，推特股价未必不会上涨。 我个人偏向1，更偏向看涨投机。有进展也不代表收购明确确定，有可能就是放个消息吊一吊市场情绪。 （注：laohu8出bug无法@期权代码了，大家自己看图去找代码吧）$宝洁(PG)$ 如图所示2023年1月20日到期的平价期权百万大单。不过结合今天的市场状况需要谨慎考虑。$RLX科技(RLX)$ 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