ula
2022-08-06
这篇文章不错，转发给大家看
@期权小班长：
被认为是佩老太买的那批put平仓了，年化收益270%
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这篇文章不错，转发给大家看</body></html>","text":"这篇文章不错，转发给大家看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/685401704","repostId":685657287,"repostType":1,"repost":{"magic":2,"id":685657287,"tweetId":"685657287","gmtCreate":1659620912891,"gmtModify":1659652537433,"author":{"id":3527667590215376,"idStr":"3527667590215376","authorId":3527667590215376,"authorIdStr":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","vip":2,"userType":2,"introduction":"最简单的期权策略实践者","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"99ab5418acee46419c22b9c7ac12257b-1","templateUuid":"99ab5418acee46419c22b9c7ac12257b","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.02","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.24","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":32645,"starInvestorFlag":false},"themes":[{"themeId":"bc6e8e4b405b43429905237d8c15ff4c","categoryId":"20b8d1944bae4805b371322c2ab986d4","name":"期权Q&A：期权知识，你问我答","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":bc6e8e4b405b43429905237d8c15ff4c}&rnconfig={\"headerBarHidden\": 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target=\"_blank\">佩老太，阿里上亿的巨额put是你买的吧？</a>》推测的没错，那么佩老太安全落地后，这批异常的天量put应该会随之平仓。果不其然，昨天期权异动又集体放量了：<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e6587241dc60ba31e35d4056479151db\" tg-width=\"1037\" tg-height=\"1774\">阿里的这批异动是不是很眼熟？是不是在7月27日和28日见过？<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/f4229ec0ae1be285446a00fd5dd52b27\" tg-width=\"1170\" tg-height=\"1712\">拿这张期权<a target=\"_blank\" href=\"https://laohu8.com/OPT/BABA%2020220916%20200.0%20PUT\">$BABA 20220916 200.0 PUT$</a>举例子，98买入，104平仓，一手期权8天净赚$600，年化收益273%，确实是好买卖。</p><p>至于为什么要选如此深度的行权价，这就要问佩洛西本人了。一个猜想是老太太对于delta波动和时间损耗体会不深，为了避免这些难理解的印象因素，索性就全部选择成远期深度价内。</p><p>可能会有人有疑议，能当上众议员议长怎么可能连这种基础知识都看不懂呢？</p><p>我只能说理解原理是一方面，具有交易常识又是另一方面。选远期深度价内恰恰说明她理解期权风险，只不过设置的安全边际过高，有点不计成本了。</p><p>而且她也不需要担心过度价内行权价的流动性问题，肯定有专门的做市商进行服务的。</p><p>不过话说回来，昨天这些异动期权也不完全是她一个人持仓，从交易风格上就可以看出来，比如<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 这四张一套的期权组合，其中<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMZN%2020220819%20120.0%20CALL\">$AMZN 20220819 120.0 CALL$</a>和<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMZN%2020220819%20120.0%20PUT\">$AMZN 20220819 120.0 PUT$</a>是平仓单，交易者在获利后继续滚动持仓：<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMZN%2020220916%20120.0%20CALL\">$AMZN 20220916 120.0 CALL$</a>和<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMZN%2020220916%20120.0%20PUT\">$AMZN 20220916 120.0 PUT$</a></p><p>交易思路和昨天介绍的特斯拉跨式一样，是大行情跨式，交易者认为接下来一个月还是单边方向，不是单边上涨就是单边下跌。</p><p>我自然还是认为单边上涨咯。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/f2ad0ae7dd4e747fb3ef46e3ee599f2a\" tg-width=\"1170\" tg-height=\"1761\"></p><h4>sell put：</h4><p>就不重新算数据了，还是昨天的表，请自行将权利金减半，年化收益减半。稳一手，行权价没有跟股价一起水涨船高。</p><table> \n <colgroup></colgroup> \n <tbody> \n <tr> \n <td>标的代码</td> \n <td>年化收益</td> \n <td>到期日</td> \n <td>行权价</td> \n <td>权利金</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020220812%20800.0%20PUT\">$TSLA 20220812 800.0 PUT$</a></td> \n <td>27%</td> \n <td>2022/8/12</td> \n <td>800</td> \n <td>6.7</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020220812%20265.0%20PUT\">$MSFT 20220812 265.0 PUT$</a></td> \n <td>26%</td> \n <td>2022/8/12</td> \n <td>265</td> \n <td>2.01</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/BRK.B%2020220812%20285.0%20PUT\">$BRK.B 20220812 285.0 PUT$</a></td> \n <td>25%</td> \n <td>2022/8/12</td> \n <td>285</td> \n <td>2.05</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/KO%2020220812%2062.0%20PUT\">$KO 20220812 62.0 PUT$</a></td> \n <td>18%</td> \n <td>2022/8/12</td> \n <td>62</td> \n <td>0.32</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/PFE%2020220812%2048.0%20PUT\">$PFE 20220812 48.0 PUT$</a></td> \n <td>27%</td> \n <td>2022/8/12</td> \n <td>48</td> \n <td>0.37</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/ATVI%2020220819%2077.0%20PUT\">$ATVI 20220819 77.0 PUT$</a></td> \n <td>19%</td> \n <td>2022/8/19</td> \n <td>77</td> \n <td>0.42</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/VMW%2020220819%20110.0%20PUT\">$VMW 20220819 110.0 PUT$</a></td> \n <td>16%</td> \n <td>2022/8/19</td> \n <td>110</td> \n <td>0.82</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/SIMO%2020220819%2080.0%20PUT\">$SIMO 20220819 80.0 PUT$</a></td> \n <td>67%</td> \n <td>2022/8/19</td> \n <td>80</td> \n <td>2.5</td> \n </tr> \n </tbody> \n</table><p></p></body></html>","htmlText":"<html><head></head><body><p>如果我这篇文章《<a href=\"https://laohu8.com/TW/685339040\" target=\"_blank\">佩老太，阿里上亿的巨额put是你买的吧？</a>》推测的没错，那么佩老太安全落地后，这批异常的天量put应该会随之平仓。果不其然，昨天期权异动又集体放量了：<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e6587241dc60ba31e35d4056479151db\" tg-width=\"1037\" tg-height=\"1774\">阿里的这批异动是不是很眼熟？是不是在7月27日和28日见过？<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/f4229ec0ae1be285446a00fd5dd52b27\" tg-width=\"1170\" tg-height=\"1712\">拿这张期权<a target=\"_blank\" href=\"https://laohu8.com/OPT/BABA%2020220916%20200.0%20PUT\">$BABA 20220916 200.0 PUT$</a>举例子，98买入，104平仓，一手期权8天净赚$600，年化收益273%，确实是好买卖。</p><p>至于为什么要选如此深度的行权价，这就要问佩洛西本人了。一个猜想是老太太对于delta波动和时间损耗体会不深，为了避免这些难理解的印象因素，索性就全部选择成远期深度价内。</p><p>可能会有人有疑议，能当上众议员议长怎么可能连这种基础知识都看不懂呢？</p><p>我只能说理解原理是一方面，具有交易常识又是另一方面。选远期深度价内恰恰说明她理解期权风险，只不过设置的安全边际过高，有点不计成本了。</p><p>而且她也不需要担心过度价内行权价的流动性问题，肯定有专门的做市商进行服务的。</p><p>不过话说回来，昨天这些异动期权也不完全是她一个人持仓，从交易风格上就可以看出来，比如<a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 这四张一套的期权组合，其中<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMZN%2020220819%20120.0%20CALL\">$AMZN 20220819 120.0 CALL$</a>和<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMZN%2020220819%20120.0%20PUT\">$AMZN 20220819 120.0 PUT$</a>是平仓单，交易者在获利后继续滚动持仓：<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMZN%2020220916%20120.0%20CALL\">$AMZN 20220916 120.0 CALL$</a>和<a target=\"_blank\" href=\"https://laohu8.com/OPT/AMZN%2020220916%20120.0%20PUT\">$AMZN 20220916 120.0 PUT$</a></p><p>交易思路和昨天介绍的特斯拉跨式一样，是大行情跨式，交易者认为接下来一个月还是单边方向，不是单边上涨就是单边下跌。</p><p>我自然还是认为单边上涨咯。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/f2ad0ae7dd4e747fb3ef46e3ee599f2a\" tg-width=\"1170\" tg-height=\"1761\"></p><h4>sell put：</h4><p>就不重新算数据了，还是昨天的表，请自行将权利金减半，年化收益减半。稳一手，行权价没有跟股价一起水涨船高。</p><table> \n <colgroup></colgroup> \n <tbody> \n <tr> \n <td>标的代码</td> \n <td>年化收益</td> \n <td>到期日</td> \n <td>行权价</td> \n <td>权利金</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA%2020220812%20800.0%20PUT\">$TSLA 20220812 800.0 PUT$</a></td> \n <td>27%</td> \n <td>2022/8/12</td> \n <td>800</td> \n <td>6.7</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020220812%20265.0%20PUT\">$MSFT 20220812 265.0 PUT$</a></td> \n <td>26%</td> \n <td>2022/8/12</td> \n <td>265</td> \n <td>2.01</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/BRK.B%2020220812%20285.0%20PUT\">$BRK.B 20220812 285.0 PUT$</a></td> \n <td>25%</td> \n <td>2022/8/12</td> \n <td>285</td> \n <td>2.05</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/KO%2020220812%2062.0%20PUT\">$KO 20220812 62.0 PUT$</a></td> \n <td>18%</td> \n <td>2022/8/12</td> \n <td>62</td> \n <td>0.32</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/PFE%2020220812%2048.0%20PUT\">$PFE 20220812 48.0 PUT$</a></td> \n <td>27%</td> \n <td>2022/8/12</td> \n <td>48</td> \n <td>0.37</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/ATVI%2020220819%2077.0%20PUT\">$ATVI 20220819 77.0 PUT$</a></td> \n <td>19%</td> \n <td>2022/8/19</td> \n <td>77</td> \n <td>0.42</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/VMW%2020220819%20110.0%20PUT\">$VMW 20220819 110.0 PUT$</a></td> \n <td>16%</td> \n <td>2022/8/19</td> \n <td>110</td> \n <td>0.82</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/OPT/SIMO%2020220819%2080.0%20PUT\">$SIMO 20220819 80.0 PUT$</a></td> \n <td>67%</td> \n <td>2022/8/19</td> \n <td>80</td> \n <td>2.5</td> \n </tr> \n </tbody> \n</table><p></p></body></html>","text":"如果我这篇文章《佩老太，阿里上亿的巨额put是你买的吧？》推测的没错，那么佩老太安全落地后，这批异常的天量put应该会随之平仓。果不其然，昨天期权异动又集体放量了：阿里的这批异动是不是很眼熟？是不是在7月27日和28日见过？拿这张期权$BABA 20220916 200.0 PUT$举例子，98买入，104平仓，一手期权8天净赚$600，年化收益273%，确实是好买卖。 至于为什么要选如此深度的行权价，这就要问佩洛西本人了。一个猜想是老太太对于delta波动和时间损耗体会不深，为了避免这些难理解的印象因素，索性就全部选择成远期深度价内。 可能会有人有疑议，能当上众议员议长怎么可能连这种基础知识都看不懂呢？ 我只能说理解原理是一方面，具有交易常识又是另一方面。选远期深度价内恰恰说明她理解期权风险，只不过设置的安全边际过高，有点不计成本了。 而且她也不需要担心过度价内行权价的流动性问题，肯定有专门的做市商进行服务的。 不过话说回来，昨天这些异动期权也不完全是她一个人持仓，从交易风格上就可以看出来，比如$亚马逊(AMZN)$ 这四张一套的期权组合，其中$AMZN 20220819 120.0 CALL$和$AMZN 20220819 120.0 PUT$是平仓单，交易者在获利后继续滚动持仓：$AMZN 20220916 120.0 CALL$和$AMZN 20220916 120.0 PUT$ 交易思路和昨天介绍的特斯拉跨式一样，是大行情跨式，交易者认为接下来一个月还是单边方向，不是单边上涨就是单边下跌。 我自然还是认为单边上涨咯。 sell put： 就不重新算数据了，还是昨天的表，请自行将权利金减半，年化收益减半。稳一手，行权价没有跟股价一起水涨船高。 标的代码 年化收益 到期日 行权价 权利金 $TSLA 20220812 800.0 PUT$ 27% 2022/8/12 800 6.7 $MSFT 20220812 265.0 PUT$ 26% 2022/8/12 265 2.01 $BRK.B 20220812 285.0 PUT$ 25% 2022/8/12 285 2.05 $KO 20220812 62.0 PUT$ 18% 2022/8/12 62 0.32 $PFE 20220812 48.0 PUT$ 27% 2022/8/12 48 0.37 $ATVI 20220819 77.0 PUT$ 19% 2022/8/19 77 0.42 $VMW 20220819 110.0 PUT$ 16% 2022/8/19 110 0.82 $SIMO 20220819 80.0 PUT$ 67% 2022/8/19 80 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