偷我饿不
2022-07-22
这篇文章不错,转发给大家看
@期权小班长:
财报公布前的期权小动作
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referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/65c1de3ee05b9ce4c169ee0e98299943\" tg-width=\"1830\" tg-height=\"578\">给之后几天想赌财报的朋友们提个醒,机构越来越狡猾了,收盘前一小时才下放筹码。截止昨天特斯拉异动依然没有有效信息,估计是同样的套路。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7427fb42af6d7a5346c6bf78403a939c\" tg-width=\"1170\" tg-height=\"948\"></p><h4>欧元、芯片、加息</h4><p>今天美国参议院通过了520亿美元的芯片法案,不过对于这部法案来说还不是完成状态,之后还要提交给众议院表决,再然后送交白宫,由拜登签署成为法律。</p><p>所以虽然芯片股涨势凶猛,但近几天没有在期权上看到大资金的身影,反而昨天还看到了一些平仓的痕迹。</p><p>芯片股猛涨不光是因为芯片法案的预期,还有欧洲股市的助力,不知道什么原因昨天欧洲股市跟打了鸡血一样。ASML大涨5.25%,今天公布财报后微跌。</p><p>不过有正面影响就会有反面影响,明天或将迎来欧洲央行11年来首次加息,可能是25基点也可能是50基点。相信经历过美国加息后大家都很熟悉这种暴风雨前的暴涨。我认为在经历一年的暴跌后,最大可能也就是回调到7月初的低位,顺便带动美股进行回调方便更多人上车。</p><h4>推特</h4><p>上次我将<a target=\"_blank\" href=\"https://laohu8.com/OPT/TWTR%2020220819%2040.0%20CALL\">$TWTR 20220819 40.0 CALL$</a> 理解为sell call,显然又输了,当然从昨天的涨幅来看,sell call 和buy call都可以挣钱。法庭判决可以让收购案速战速决,既是利好,但同时也会限制股价的涨幅。</p><h4>微软</h4><p><a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 的期权异动安排的太过于明明白白:</p><p>本周看涨:<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020220722%20240.0%20CALL\">$MSFT 20220722 240.0 CALL$</a></p><p>8月初看跌:<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020220805%20262.5%20PUT\">$MSFT 20220805 262.5 PUT$</a></p><p>当然我的折中方案还是sell put:<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020220729%20240.0%20PUT\">$MSFT 20220729 240.0 PUT$</a></p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/163a66bb4576b112d7b978a0084eb5c1\" tg-width=\"922\" tg-height=\"1398\"></p><p>上一个安排的明明白白的是<a target=\"_blank\" href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a> ,如果你一直注意观察发现这只股票一直在送钱,简直是慈善机构。虽然我不认为有年度十大期权这种排名,但如果让我写一份的话我一定把BYND排名第一。</p></body></html>","htmlText":"<html><head></head><body><p>还是保守了,朋友们。</p><p>今天盘后被奈飞的涨幅震惊了,我最高预期大概是在207~208左右,没想到最高涨到217。最大问题在于我没有在原预期上计算大量的空头回补,如果说这份财报原本值得涨2~3%,那么加上盘后空头平仓,突破到7%也很合理。</p><p>财报本身很一般,原本预计流失200万用户,但只流失了98万用户。用户获取的不易让奈飞开始放手广告订阅模式,2022年Q2财报可以说是奈飞转型的一份财报。虽然不知道奈飞的广告+订阅模式能否让市场满意,但目前奈飞的pe已经是非常低了。</p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/65c1de3ee05b9ce4c169ee0e98299943\" tg-width=\"1830\" tg-height=\"578\">给之后几天想赌财报的朋友们提个醒,机构越来越狡猾了,收盘前一小时才下放筹码。截止昨天特斯拉异动依然没有有效信息,估计是同样的套路。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7427fb42af6d7a5346c6bf78403a939c\" tg-width=\"1170\" tg-height=\"948\"></p><h4>欧元、芯片、加息</h4><p>今天美国参议院通过了520亿美元的芯片法案,不过对于这部法案来说还不是完成状态,之后还要提交给众议院表决,再然后送交白宫,由拜登签署成为法律。</p><p>所以虽然芯片股涨势凶猛,但近几天没有在期权上看到大资金的身影,反而昨天还看到了一些平仓的痕迹。</p><p>芯片股猛涨不光是因为芯片法案的预期,还有欧洲股市的助力,不知道什么原因昨天欧洲股市跟打了鸡血一样。ASML大涨5.25%,今天公布财报后微跌。</p><p>不过有正面影响就会有反面影响,明天或将迎来欧洲央行11年来首次加息,可能是25基点也可能是50基点。相信经历过美国加息后大家都很熟悉这种暴风雨前的暴涨。我认为在经历一年的暴跌后,最大可能也就是回调到7月初的低位,顺便带动美股进行回调方便更多人上车。</p><h4>推特</h4><p>上次我将<a target=\"_blank\" href=\"https://laohu8.com/OPT/TWTR%2020220819%2040.0%20CALL\">$TWTR 20220819 40.0 CALL$</a> 理解为sell call,显然又输了,当然从昨天的涨幅来看,sell call 和buy call都可以挣钱。法庭判决可以让收购案速战速决,既是利好,但同时也会限制股价的涨幅。</p><h4>微软</h4><p><a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 的期权异动安排的太过于明明白白:</p><p>本周看涨:<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020220722%20240.0%20CALL\">$MSFT 20220722 240.0 CALL$</a></p><p>8月初看跌:<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020220805%20262.5%20PUT\">$MSFT 20220805 262.5 PUT$</a></p><p>当然我的折中方案还是sell put:<a target=\"_blank\" href=\"https://laohu8.com/OPT/MSFT%2020220729%20240.0%20PUT\">$MSFT 20220729 240.0 PUT$</a></p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/163a66bb4576b112d7b978a0084eb5c1\" tg-width=\"922\" tg-height=\"1398\"></p><p>上一个安排的明明白白的是<a target=\"_blank\" href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a> ,如果你一直注意观察发现这只股票一直在送钱,简直是慈善机构。虽然我不认为有年度十大期权这种排名,但如果让我写一份的话我一定把BYND排名第一。</p></body></html>","text":"还是保守了,朋友们。 今天盘后被奈飞的涨幅震惊了,我最高预期大概是在207~208左右,没想到最高涨到217。最大问题在于我没有在原预期上计算大量的空头回补,如果说这份财报原本值得涨2~3%,那么加上盘后空头平仓,突破到7%也很合理。 财报本身很一般,原本预计流失200万用户,但只流失了98万用户。用户获取的不易让奈飞开始放手广告订阅模式,2022年Q2财报可以说是奈飞转型的一份财报。虽然不知道奈飞的广告+订阅模式能否让市场满意,但目前奈飞的pe已经是非常低了。 给之后几天想赌财报的朋友们提个醒,机构越来越狡猾了,收盘前一小时才下放筹码。截止昨天特斯拉异动依然没有有效信息,估计是同样的套路。 欧元、芯片、加息 今天美国参议院通过了520亿美元的芯片法案,不过对于这部法案来说还不是完成状态,之后还要提交给众议院表决,再然后送交白宫,由拜登签署成为法律。 所以虽然芯片股涨势凶猛,但近几天没有在期权上看到大资金的身影,反而昨天还看到了一些平仓的痕迹。 芯片股猛涨不光是因为芯片法案的预期,还有欧洲股市的助力,不知道什么原因昨天欧洲股市跟打了鸡血一样。ASML大涨5.25%,今天公布财报后微跌。 不过有正面影响就会有反面影响,明天或将迎来欧洲央行11年来首次加息,可能是25基点也可能是50基点。相信经历过美国加息后大家都很熟悉这种暴风雨前的暴涨。我认为在经历一年的暴跌后,最大可能也就是回调到7月初的低位,顺便带动美股进行回调方便更多人上车。 推特 上次我将$TWTR 20220819 40.0 CALL$ 理解为sell call,显然又输了,当然从昨天的涨幅来看,sell call 和buy call都可以挣钱。法庭判决可以让收购案速战速决,既是利好,但同时也会限制股价的涨幅。 微软 $微软(MSFT)$ 的期权异动安排的太过于明明白白: 本周看涨:$MSFT 20220722 240.0 CALL$ 8月初看跌:$MSFT 20220805 262.5 PUT$ 当然我的折中方案还是sell put:$MSFT 20220729 240.0 PUT$ 上一个安排的明明白白的是$Beyond Meat, Inc.(BYND)$ ,如果你一直注意观察发现这只股票一直在送钱,简直是慈善机构。虽然我不认为有年度十大期权这种排名,但如果让我写一份的话我一定把BYND排名第一。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/686291820","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BYND","TSLA","MSFT","NFLX","TWTR"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1659,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":602,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/686445520"}
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