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@期权小班长：大跌的一个推测，高油价不可不防

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referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/5ff4d56b81ed9ee44cfec08e203cbf11\" tg-width=\"1118\" tg-height=\"1571\">看了一圈新闻发现并没有显而易见的消息面影响，没有原因的大跌更容易在当下市场引发恐慌。不过根据领跌股票我还是有个大概猜测：</p><ul> \n <li>大盘弱于预期可能跟原油强势反弹有关。</li> \n</ul><p>周二跌幅最深的就是纳斯达克，属于加息敏感型板块，成长股和半导体板块领跌，AMD跌幅达到6.24%。原油和医疗板块大涨。很明显通胀威胁论卷土重来，而能让市场再度恐慌的原因就是原油的强势反弹。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c1ff4de70d1b77da52d34448bd0b0ae1\" tg-width=\"1170\" tg-height=\"1650\">由于EIA延期报告，光是原油期货的技术走势可能不足以支撑原油继续上涨的看法，但是今天发改委的通知侧面反应了某种强烈的预期，你们体会一下：<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/82ad8929ebb43edc7d3320af9fa2bc48\" tg-width=\"1080\" tg-height=\"852\">虽然我在周一说月末月初走势稳定，但是我之前也说过油价决定CPI决定加息从而决定大盘趋势(<a href=\"https://laohu8.com/TW/689733803\" target=\"_blank\">抄底伯克希尔</a>)。原油再度强势确实是比较危险的看跌信号，不过我建议还是再观察两天，看看大盘是否会跌破支撑位。</p><p>我的原油put肯定是要平仓了，不过现在不打算反手做多。</p><h4>高通期权大单</h4><p>昨天盘中传来消息，<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 的iPhone 5G基带芯片研发可能已经失败，因此，<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>将继续成为2023年新款iPhone的5G芯片独家供应商，供应份额为100%(高通此前估计为20%)</p><p>如果此消息为真，高通年营收利润都将获得极大提振，盘中股价大涨6%。此外盘中还出现了价值443万美元的期权大单：<a target=\"_blank\" href=\"https://laohu8.com/OPT/QCOM%2020220916%20150.0%20CALL\">$QCOM 20220916 150.0 CALL$</a></p><p>虽然这条消息确实是利好高通，不过大盘下行情况买call过于激进，建议sell&nbsp;put：<a target=\"_blank\" href=\"https://laohu8.com/OPT/QCOM%2020220708%20122.0%20PUT\">$QCOM 20220708 122.0 PUT$</a></p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/68d3e5e3dccf700a721ecd8122400af7\" tg-width=\"1170\" tg-height=\"407\"></p></body></html>","htmlText":"<html><head></head><body><p>今早看到周二的收盘就是一口老血，虽然有震荡预期，但没想到振幅如此剧烈，连涨幅都算上的话，昨天纳斯达克下跌达到3.8%！<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/5ff4d56b81ed9ee44cfec08e203cbf11\" tg-width=\"1118\" tg-height=\"1571\">看了一圈新闻发现并没有显而易见的消息面影响，没有原因的大跌更容易在当下市场引发恐慌。不过根据领跌股票我还是有个大概猜测：</p><ul> \n <li>大盘弱于预期可能跟原油强势反弹有关。</li> \n</ul><p>周二跌幅最深的就是纳斯达克，属于加息敏感型板块，成长股和半导体板块领跌，AMD跌幅达到6.24%。原油和医疗板块大涨。很明显通胀威胁论卷土重来，而能让市场再度恐慌的原因就是原油的强势反弹。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c1ff4de70d1b77da52d34448bd0b0ae1\" tg-width=\"1170\" tg-height=\"1650\">由于EIA延期报告，光是原油期货的技术走势可能不足以支撑原油继续上涨的看法，但是今天发改委的通知侧面反应了某种强烈的预期，你们体会一下：<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/82ad8929ebb43edc7d3320af9fa2bc48\" tg-width=\"1080\" tg-height=\"852\">虽然我在周一说月末月初走势稳定，但是我之前也说过油价决定CPI决定加息从而决定大盘趋势(<a href=\"https://laohu8.com/TW/689733803\" target=\"_blank\">抄底伯克希尔</a>)。原油再度强势确实是比较危险的看跌信号，不过我建议还是再观察两天，看看大盘是否会跌破支撑位。</p><p>我的原油put肯定是要平仓了，不过现在不打算反手做多。</p><h4>高通期权大单</h4><p>昨天盘中传来消息，<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 的iPhone 5G基带芯片研发可能已经失败，因此，<a target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>将继续成为2023年新款iPhone的5G芯片独家供应商，供应份额为100%(高通此前估计为20%)</p><p>如果此消息为真，高通年营收利润都将获得极大提振，盘中股价大涨6%。此外盘中还出现了价值443万美元的期权大单：<a target=\"_blank\" href=\"https://laohu8.com/OPT/QCOM%2020220916%20150.0%20CALL\">$QCOM 20220916 150.0 CALL$</a></p><p>虽然这条消息确实是利好高通，不过大盘下行情况买call过于激进，建议sell&nbsp;put：<a target=\"_blank\" href=\"https://laohu8.com/OPT/QCOM%2020220708%20122.0%20PUT\">$QCOM 20220708 122.0 PUT$</a></p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/68d3e5e3dccf700a721ecd8122400af7\" tg-width=\"1170\" tg-height=\"407\"></p></body></html>","text":"今早看到周二的收盘就是一口老血，虽然有震荡预期，但没想到振幅如此剧烈，连涨幅都算上的话，昨天纳斯达克下跌达到3.8%！看了一圈新闻发现并没有显而易见的消息面影响，没有原因的大跌更容易在当下市场引发恐慌。不过根据领跌股票我还是有个大概猜测： 大盘弱于预期可能跟原油强势反弹有关。 周二跌幅最深的就是纳斯达克，属于加息敏感型板块，成长股和半导体板块领跌，AMD跌幅达到6.24%。原油和医疗板块大涨。很明显通胀威胁论卷土重来，而能让市场再度恐慌的原因就是原油的强势反弹。由于EIA延期报告，光是原油期货的技术走势可能不足以支撑原油继续上涨的看法，但是今天发改委的通知侧面反应了某种强烈的预期，你们体会一下：虽然我在周一说月末月初走势稳定，但是我之前也说过油价决定CPI决定加息从而决定大盘趋势(抄底伯克希尔)。原油再度强势确实是比较危险的看跌信号，不过我建议还是再观察两天，看看大盘是否会跌破支撑位。 我的原油put肯定是要平仓了，不过现在不打算反手做多。 高通期权大单 昨天盘中传来消息，$苹果(AAPL)$ 的iPhone 5G基带芯片研发可能已经失败，因此，$高通(QCOM)$将继续成为2023年新款iPhone的5G芯片独家供应商，供应份额为100%(高通此前估计为20%) 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