ElvinZ
2021-10-27
这篇文章不错，转发给大家看
@期权小班长：
FB和AMD会像SNAP一样大跌吗
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href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 都上榜了，分别是：</p> <ul> \n <li>FB 211029 put275 , iv=80.92%, delta=-0.03</li> \n <li>AMD 211029 put102 , iv=86.89%, delta=-0.05</li> \n</ul> <p>预计两家公司会有较大波动，上周有人问是大跌还是大涨，都有可能。比如上周<a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 是大跌了，但<a target=\"_blank\" href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> 大涨。</p> <p>我个人感觉涨跌幅应该不会超过SNAP。重新看了一下上次SNAP跑的数据，异常的不光有周权，还有11月的月权：</p> <ul> \n <li>SNAP211022 put64, iv=119.19%, delta=-0.10</li> \n <li>SNAP211119 put60 , iv=66.50%, delta=-0.10</li> \n</ul> <p>但AMD和FB目前只有周权异常，估计开盘5～6%左右的波动吧。有鉴于英特尔财报过于负面，也有宏观环境影响成分，AMD还是小心为上。</p> <p>评论区有朋友问<a target=\"_blank\" href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a> ，贝壳确实有月权异动：</p> <ul> \n <li>BEKE211119 put20, iv=98.90%, delta=-0.1</li> \n</ul> <p>而<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 周权和月权都有：</p> <ul> \n <li>DIDI 211029 put8 , iv=94.31%, delta=-0.09</li> \n <li>DIDI 211119 put7.5 , iv=94.28%, delta=-0.17</li> \n</ul> <p>最近有港股上市传闻，应该是偏向于是有好消息？</p> <p>今日<b>卖put</b>推荐池，市场行情好行权价都比较便宜，蔚来可以看看。</p> <table> \n <colgroup></colgroup> \n <tbody> \n <tr> \n <td>标的代码</td> \n <td>到期日</td> \n <td>行权价</td> \n <td>权利金</td> \n <td>隐含波动率</td> \n <td>年化收益%</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a></td> \n <td>2021/11/5</td> \n <td>35</td> \n <td>$0.28</td> \n <td>55%</td> \n <td>24%</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a></td> \n <td>2021/11/5</td> \n <td>108</td> \n <td>$0.34</td> \n <td>28%</td> \n <td>9.90%</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a></td> \n <td>2021/11/29</td> \n <td>20</td> \n <td>HK0.25</td> \n <td>41%</td> \n <td>2%</td> \n </tr> \n </tbody> \n</table> <p><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 9月交付破万，继续扩充产能，另外12月18日蔚来NIO DAY将要发布第二款轿车ET5，目前没有什么负面，继续，因为是两周期权保守一点卖35，低于周k Ma 5。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/aa837cc3fc26d8d4846482dc68138ba0\" tg-width=\"1079\" tg-height=\"1094\"><a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 财报落地后隐含波动率下降很多，近期趋势看还是横盘震荡为主。不过这种巨头也不会大跌，适合薅时间红利，卖put。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e4e9950697ce2709b88aa12558571291\" tg-width=\"1079\" tg-height=\"1122\"><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 同事对小米很感兴趣让我看看那张比较卖。港股期权都很久，月度波动选择保守价位20，年化只有2%，小米基本面一直都没什么问题，就是不涨，真爱党可以尝试。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/59e57eb4ca3462122ed04ccb4270a153\" tg-width=\"1079\" tg-height=\"1090\"></p> <p></p></body></html>","htmlText":"<html><head></head><body><p>本周三<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 财报，稳妥起见10月29日到期109的put可以在今天或明天先平仓，今天跑了一下数据，毫无意外<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 都上榜了，分别是：</p> <ul> \n <li>FB 211029 put275 , iv=80.92%, delta=-0.03</li> \n <li>AMD 211029 put102 , iv=86.89%, delta=-0.05</li> \n</ul> <p>预计两家公司会有较大波动，上周有人问是大跌还是大涨，都有可能。比如上周<a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 是大跌了，但<a target=\"_blank\" href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> 大涨。</p> <p>我个人感觉涨跌幅应该不会超过SNAP。重新看了一下上次SNAP跑的数据，异常的不光有周权，还有11月的月权：</p> <ul> \n <li>SNAP211022 put64, iv=119.19%, delta=-0.10</li> \n <li>SNAP211119 put60 , iv=66.50%, delta=-0.10</li> \n</ul> <p>但AMD和FB目前只有周权异常，估计开盘5～6%左右的波动吧。有鉴于英特尔财报过于负面，也有宏观环境影响成分，AMD还是小心为上。</p> <p>评论区有朋友问<a target=\"_blank\" href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a> ，贝壳确实有月权异动：</p> <ul> \n <li>BEKE211119 put20, iv=98.90%, delta=-0.1</li> \n</ul> <p>而<a target=\"_blank\" href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a> 周权和月权都有：</p> <ul> \n <li>DIDI 211029 put8 , iv=94.31%, delta=-0.09</li> \n <li>DIDI 211119 put7.5 , iv=94.28%, delta=-0.17</li> \n</ul> <p>最近有港股上市传闻，应该是偏向于是有好消息？</p> <p>今日<b>卖put</b>推荐池，市场行情好行权价都比较便宜，蔚来可以看看。</p> <table> \n <colgroup></colgroup> \n <tbody> \n <tr> \n <td>标的代码</td> \n <td>到期日</td> \n <td>行权价</td> \n <td>权利金</td> \n <td>隐含波动率</td> \n <td>年化收益%</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a></td> \n <td>2021/11/5</td> \n <td>35</td> \n <td>$0.28</td> \n <td>55%</td> \n <td>24%</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a></td> \n <td>2021/11/5</td> \n <td>108</td> \n <td>$0.34</td> \n <td>28%</td> \n <td>9.90%</td> \n </tr> \n <tr> \n <td><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a></td> \n <td>2021/11/29</td> \n <td>20</td> \n <td>HK0.25</td> \n <td>41%</td> \n <td>2%</td> \n </tr> \n </tbody> \n</table> <p><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 9月交付破万，继续扩充产能，另外12月18日蔚来NIO DAY将要发布第二款轿车ET5，目前没有什么负面，继续，因为是两周期权保守一点卖35，低于周k Ma 5。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/aa837cc3fc26d8d4846482dc68138ba0\" tg-width=\"1079\" tg-height=\"1094\"><a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 财报落地后隐含波动率下降很多，近期趋势看还是横盘震荡为主。不过这种巨头也不会大跌，适合薅时间红利，卖put。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e4e9950697ce2709b88aa12558571291\" tg-width=\"1079\" tg-height=\"1122\"><a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 同事对小米很感兴趣让我看看那张比较卖。港股期权都很久，月度波动选择保守价位20，年化只有2%，小米基本面一直都没什么问题，就是不涨，真爱党可以尝试。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/59e57eb4ca3462122ed04ccb4270a153\" tg-width=\"1079\" tg-height=\"1090\"></p> <p></p></body></html>","text":"本周三$AMD(AMD)$ 财报，稳妥起见10月29日到期109的put可以在今天或明天先平仓，今天跑了一下数据，毫无意外$Facebook(FB)$ 和$AMD(AMD)$ 都上榜了，分别是： FB 211029 put275 , iv=80.92%, delta=-0.03 AMD 211029 put102 , iv=86.89%, delta=-0.05 预计两家公司会有较大波动，上周有人问是大跌还是大涨，都有可能。比如上周$Snap Inc(SNAP)$ 是大跌了，但$希捷科技(STX)$ 大涨。 我个人感觉涨跌幅应该不会超过SNAP。重新看了一下上次SNAP跑的数据，异常的不光有周权，还有11月的月权： SNAP211022 put64, iv=119.19%, delta=-0.10 SNAP211119 put60 , iv=66.50%, delta=-0.10 但AMD和FB目前只有周权异常，估计开盘5～6%左右的波动吧。有鉴于英特尔财报过于负面，也有宏观环境影响成分，AMD还是小心为上。 评论区有朋友问$贝壳(BEKE)$ ，贝壳确实有月权异动： BEKE211119 put20, iv=98.90%, delta=-0.1 而$滴滴(DIDI)$ 周权和月权都有： DIDI 211029 put8 , iv=94.31%, delta=-0.09 DIDI 211119 put7.5 , iv=94.28%, delta=-0.17 最近有港股上市传闻，应该是偏向于是有好消息？ 今日卖put推荐池，市场行情好行权价都比较便宜，蔚来可以看看。 标的代码 到期日 行权价 权利金 隐含波动率 年化收益% $蔚来(NIO)$ 2021/11/5 35 $0.28 55% 24% $台积电(TSM)$ 2021/11/5 108 $0.34 28% 9.90% $小米集团-W(01810)$ 2021/11/29 20 HK0.25 41% 2% $蔚来(NIO)$ 9月交付破万，继续扩充产能，另外12月18日蔚来NIO DAY将要发布第二款轿车ET5，目前没有什么负面，继续，因为是两周期权保守一点卖35，低于周k Ma 5。$台积电(TSM)$ 财报落地后隐含波动率下降很多，近期趋势看还是横盘震荡为主。不过这种巨头也不会大跌，适合薅时间红利，卖put。$小米集团-W(01810)$ 同事对小米很感兴趣让我看看那张比较卖。港股期权都很久，月度波动选择保守价位20，年化只有2%，小米基本面一直都没什么问题，就是不涨，真爱党可以尝试。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/856804431","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NIO","BEKE","STX","AMD","DIDI","FB","TSM","01810","SNAP"],"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":1457,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":2312,"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/852786328"}
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