老袁_3846
2023-06-28
这篇文章不错，转发给大家看看
@期权小班长：
FOMC召开前夕，华尔街再次表忠心
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call为主，而sell call行情主打一个横盘拉扯。看来还是空头上半年被打怕了，现在轻易不敢露头。</p><p>看新闻近期又有媒体开始担忧美国银行系统的稳定性了，然后好巧不巧昨天就出现了这样的大单：</p><p>sell <a data-mention-id=\"XLF 20250117 31.0 PUT\" class=\"teditor-mention\" data-mention-name=\"XLF\" href=\"https://laohu8.com/OPT/XLF%2020250117%2031.0%20PUT\">$XLF 20250117 31.0 PUT$</a> </p><p>buy <a data-mention-id=\"XLF 20250117 25.0 PUT\" class=\"teditor-mention\" data-mention-name=\"XLF\" href=\"https://laohu8.com/OPT/XLF%2020250117%2025.0%20PUT\">$XLF 20250117 25.0 PUT$</a> </p><p><a data-mention-id=\"XLF\" class=\"teditor-mention\" data-mention-name=\"金融ETF\" href=\"https://laohu8.com/S/XLF\">$金融ETF(XLF)$</a> 近期也在跟着大盘一起回调，昨天收盘价32.67。如果有的朋友觉得科技股估值过高，目前还没回调到位，也可以考虑低位sell put XLF。策略也考虑到了黑天鹅情况，所以加了一腿buy put兜底。行权价照抄，到期日可以随便选。</p><p>注意这是牛市看跌价差策略，sell put不代表可以buy call，虽然华尔街不会故意做空，但随着加息时间持续，金融行业还是会受到一些压力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09332b22a5a140c7d7f1cf10640abac7\" tg-width=\"1148\" tg-height=\"785\"></p><p></p><p>buy <a data-mention-id=\"JPM 20230721 143.0 CALL\" class=\"teditor-mention\" data-mention-name=\"JPM\" href=\"https://laohu8.com/OPT/JPM%2020230721%20143.0%20CALL\">$JPM 20230721 143.0 CALL$</a> </p><p>当然个股和行业会有所区分，行业一般般但有些个股表现会很突出。7月14日JPM披露财报，有机构对财报预期看涨。总体说来银行股财报前普涨已经成为一种规律了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fa4d2b065b795aefb586466291bbaee\" tg-width=\"2384\" tg-height=\"152\"></p><p>昨晚 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 有大量卖出call的交易。但这两个期权之前有过很多交易痕迹，所以并不好判断昨晚订单是开新仓sell call还是获利平仓卖出。 <a data-mention-id=\"NVDA 20230915 400.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020230915%20400.0%20CALL\">$NVDA 20230915 400.0 CALL$</a> <a data-mention-id=\"NVDA 20240119 300.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240119%20300.0%20CALL\">$NVDA 20240119 300.0 CALL$</a> 。这个点位平仓也没毛病，目前谁也不知道横盘会持续多久，很多股票开始sell call了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c50a366bedf0bee1b75284db2096fa3b\" tg-width=\"2398\" tg-height=\"620\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bbe04b11f561979130d71243c731797\" tg-width=\"2394\" tg-height=\"252\"></p><p></p><p>就比如META和CRM：</p><p>sell <a data-mention-id=\"META 20230714 280.0 CALL\" class=\"teditor-mention\" data-mention-name=\"META\" href=\"https://laohu8.com/OPT/META%2020230714%20280.0%20CALL\">$META 20230714 280.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed15990839094edd35d6d71ae97b3882\" tg-width=\"2396\" tg-height=\"94\"></p><p>sell <a data-mention-id=\"CRM 20230721 230.0 CALL\" class=\"teditor-mention\" data-mention-name=\"CRM\" href=\"https://laohu8.com/OPT/CRM%2020230721%20230.0%20CALL\">$CRM 20230721 230.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa2770019ffe7e9f5b37b281c9c8b069\" tg-width=\"2398\" tg-height=\"96\"></p><p>为什么明知道横盘行情还是有很多机构买入看涨期权呢？逻辑也很好理解，大概率是按照今年上半年的行情趋势，买call不亏。</p><p>本周美光公司财报。这家公司财报经常不按套路出牌。如果你有朋友不相信股市有庄，可以推荐他短线交易美光公司，保证怀疑人生。不过长线看就是正常的半导体周期股。</p><p>期权异动列出了一套较为详细的应对策略：</p><p>sell <a data-mention-id=\"MU 20230630 59.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020230630%2059.0%20PUT\">$MU 20230630 59.0 PUT$</a> </p><p>buy <a data-mention-id=\"MU 20230630 64.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020230630%2064.0%20PUT\">$MU 20230630 64.0 PUT$</a> </p><p>sell <a data-mention-id=\"MU 20230714 74.0 CALL\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020230714%2074.0%20CALL\">$MU 20230714 74.0 CALL$</a> </p><p>可以看出这位交易者认为本次财报后美光会微跌，股价跌到63这套策略就能盈利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09276538213dcee5669c9a32cf652278\" tg-width=\"2390\" tg-height=\"206\"></p><p></p><p>最后大家可以看一下 <a data-mention-id=\"U\" class=\"teditor-mention\" data-mention-name=\"Unity Software Inc.\" href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 这个远期大单异动：buy <a data-mention-id=\"U 20240216 45.0 CALL\" class=\"teditor-mention\" data-mention-name=\"U\" href=\"https://laohu8.com/OPT/U%2020240216%2045.0%20CALL\">$U 20240216 45.0 CALL$</a> </p><p>从vision pro的应用角度讲，U现在的价格是低的，买正股也不错。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac10ffda4b5df4b419681c89a2d9252a\" tg-width=\"2376\" tg-height=\"98\"></p><p></p></body></html>","htmlText":"<html><head></head><body><p>虽然昨天跌了，但我还是维持原观点：轻度回调。原因是我是没看到多少重量级的put大单，还是以sell call为主，而sell call行情主打一个横盘拉扯。看来还是空头上半年被打怕了，现在轻易不敢露头。</p><p>看新闻近期又有媒体开始担忧美国银行系统的稳定性了，然后好巧不巧昨天就出现了这样的大单：</p><p>sell <a data-mention-id=\"XLF 20250117 31.0 PUT\" class=\"teditor-mention\" data-mention-name=\"XLF\" href=\"https://laohu8.com/OPT/XLF%2020250117%2031.0%20PUT\">$XLF 20250117 31.0 PUT$</a> </p><p>buy <a data-mention-id=\"XLF 20250117 25.0 PUT\" class=\"teditor-mention\" data-mention-name=\"XLF\" href=\"https://laohu8.com/OPT/XLF%2020250117%2025.0%20PUT\">$XLF 20250117 25.0 PUT$</a> </p><p><a data-mention-id=\"XLF\" class=\"teditor-mention\" data-mention-name=\"金融ETF\" href=\"https://laohu8.com/S/XLF\">$金融ETF(XLF)$</a> 近期也在跟着大盘一起回调，昨天收盘价32.67。如果有的朋友觉得科技股估值过高，目前还没回调到位，也可以考虑低位sell put XLF。策略也考虑到了黑天鹅情况，所以加了一腿buy put兜底。行权价照抄，到期日可以随便选。</p><p>注意这是牛市看跌价差策略，sell put不代表可以buy call，虽然华尔街不会故意做空，但随着加息时间持续，金融行业还是会受到一些压力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09332b22a5a140c7d7f1cf10640abac7\" tg-width=\"1148\" tg-height=\"785\"></p><p></p><p>buy <a data-mention-id=\"JPM 20230721 143.0 CALL\" class=\"teditor-mention\" data-mention-name=\"JPM\" href=\"https://laohu8.com/OPT/JPM%2020230721%20143.0%20CALL\">$JPM 20230721 143.0 CALL$</a> </p><p>当然个股和行业会有所区分，行业一般般但有些个股表现会很突出。7月14日JPM披露财报，有机构对财报预期看涨。总体说来银行股财报前普涨已经成为一种规律了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fa4d2b065b795aefb586466291bbaee\" tg-width=\"2384\" tg-height=\"152\"></p><p>昨晚 <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 有大量卖出call的交易。但这两个期权之前有过很多交易痕迹，所以并不好判断昨晚订单是开新仓sell call还是获利平仓卖出。 <a data-mention-id=\"NVDA 20230915 400.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020230915%20400.0%20CALL\">$NVDA 20230915 400.0 CALL$</a> <a data-mention-id=\"NVDA 20240119 300.0 CALL\" class=\"teditor-mention\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240119%20300.0%20CALL\">$NVDA 20240119 300.0 CALL$</a> 。这个点位平仓也没毛病，目前谁也不知道横盘会持续多久，很多股票开始sell call了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c50a366bedf0bee1b75284db2096fa3b\" tg-width=\"2398\" tg-height=\"620\"></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bbe04b11f561979130d71243c731797\" tg-width=\"2394\" tg-height=\"252\"></p><p></p><p>就比如META和CRM：</p><p>sell <a data-mention-id=\"META 20230714 280.0 CALL\" class=\"teditor-mention\" data-mention-name=\"META\" href=\"https://laohu8.com/OPT/META%2020230714%20280.0%20CALL\">$META 20230714 280.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed15990839094edd35d6d71ae97b3882\" tg-width=\"2396\" tg-height=\"94\"></p><p>sell <a data-mention-id=\"CRM 20230721 230.0 CALL\" class=\"teditor-mention\" data-mention-name=\"CRM\" href=\"https://laohu8.com/OPT/CRM%2020230721%20230.0%20CALL\">$CRM 20230721 230.0 CALL$</a> </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa2770019ffe7e9f5b37b281c9c8b069\" tg-width=\"2398\" tg-height=\"96\"></p><p>为什么明知道横盘行情还是有很多机构买入看涨期权呢？逻辑也很好理解，大概率是按照今年上半年的行情趋势，买call不亏。</p><p>本周美光公司财报。这家公司财报经常不按套路出牌。如果你有朋友不相信股市有庄，可以推荐他短线交易美光公司，保证怀疑人生。不过长线看就是正常的半导体周期股。</p><p>期权异动列出了一套较为详细的应对策略：</p><p>sell <a data-mention-id=\"MU 20230630 59.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020230630%2059.0%20PUT\">$MU 20230630 59.0 PUT$</a> </p><p>buy <a data-mention-id=\"MU 20230630 64.0 PUT\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020230630%2064.0%20PUT\">$MU 20230630 64.0 PUT$</a> </p><p>sell <a data-mention-id=\"MU 20230714 74.0 CALL\" class=\"teditor-mention\" data-mention-name=\"MU\" href=\"https://laohu8.com/OPT/MU%2020230714%2074.0%20CALL\">$MU 20230714 74.0 CALL$</a> </p><p>可以看出这位交易者认为本次财报后美光会微跌，股价跌到63这套策略就能盈利。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09276538213dcee5669c9a32cf652278\" tg-width=\"2390\" tg-height=\"206\"></p><p></p><p>最后大家可以看一下 <a data-mention-id=\"U\" class=\"teditor-mention\" data-mention-name=\"Unity Software Inc.\" href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 这个远期大单异动：buy <a data-mention-id=\"U 20240216 45.0 CALL\" class=\"teditor-mention\" data-mention-name=\"U\" href=\"https://laohu8.com/OPT/U%2020240216%2045.0%20CALL\">$U 20240216 45.0 CALL$</a> </p><p>从vision pro的应用角度讲，U现在的价格是低的，买正股也不错。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac10ffda4b5df4b419681c89a2d9252a\" tg-width=\"2376\" tg-height=\"98\"></p><p></p></body></html>","text":"虽然昨天跌了，但我还是维持原观点：轻度回调。原因是我是没看到多少重量级的put大单，还是以sell call为主，而sell call行情主打一个横盘拉扯。看来还是空头上半年被打怕了，现在轻易不敢露头。 看新闻近期又有媒体开始担忧美国银行系统的稳定性了，然后好巧不巧昨天就出现了这样的大单： sell $XLF 20250117 31.0 PUT$ buy $XLF 20250117 25.0 PUT$ $金融ETF(XLF)$ 近期也在跟着大盘一起回调，昨天收盘价32.67。如果有的朋友觉得科技股估值过高，目前还没回调到位，也可以考虑低位sell put XLF。策略也考虑到了黑天鹅情况，所以加了一腿buy put兜底。行权价照抄，到期日可以随便选。 注意这是牛市看跌价差策略，sell put不代表可以buy call，虽然华尔街不会故意做空，但随着加息时间持续，金融行业还是会受到一些压力。 buy $JPM 20230721 143.0 CALL$ 当然个股和行业会有所区分，行业一般般但有些个股表现会很突出。7月14日JPM披露财报，有机构对财报预期看涨。总体说来银行股财报前普涨已经成为一种规律了。 昨晚 $英伟达(NVDA)$ 有大量卖出call的交易。但这两个期权之前有过很多交易痕迹，所以并不好判断昨晚订单是开新仓sell call还是获利平仓卖出。 $NVDA 20230915 400.0 CALL$ $NVDA 20240119 300.0 CALL$ 。这个点位平仓也没毛病，目前谁也不知道横盘会持续多久，很多股票开始sell call了。 就比如META和CRM： sell $META 20230714 280.0 CALL$ sell $CRM 20230721 230.0 CALL$ 为什么明知道横盘行情还是有很多机构买入看涨期权呢？逻辑也很好理解，大概率是按照今年上半年的行情趋势，买call不亏。 本周美光公司财报。这家公司财报经常不按套路出牌。如果你有朋友不相信股市有庄，可以推荐他短线交易美光公司，保证怀疑人生。不过长线看就是正常的半导体周期股。 期权异动列出了一套较为详细的应对策略： sell $MU 20230630 59.0 PUT$ buy $MU 20230630 64.0 PUT$ sell $MU 20230714 74.0 CALL$ 可以看出这位交易者认为本次财报后美光会微跌，股价跌到63这套策略就能盈利。 最后大家可以看一下 $Unity Software Inc.(U)$ 这个远期大单异动：buy $U 20240216 45.0 CALL$ 从vision pro的应用角度讲，U现在的价格是低的，买正股也不错。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/767467810537584","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","XLF","U","XLF 20250117 31.0 PUT","XLF 20250117 25.0 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