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華尔街大空头
2022-01-31
$NQ100指数主连 2203(NQmain)$
美国还有10个月期中选举,现在美国人最大的抱怨是通胀,通胀不解决参众两院就会共和党变成多数,准备迎接历史上最快的加息吧,11月,7000点见
華尔街大空头
2022-10-31
阿里昨天晚上,期权价格加当时的股价等于行权价,如果加正股相当于平仓,损失一大笔时间价值,同时防止阿里暴涨
期权大单 | 亚马逊透露经济秘密,苹果、阿里、蔚来异动明显
華尔街大空头
2022-01-20
$NQ100指数主连 2203(NQmain)$
做空目标7000点
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12:56","market":"us","language":"zh","title":"期权大单 | 亚马逊透露经济秘密,苹果、阿里、蔚来异动明显","url":"https://stock-news.laohu8.com/highlight/detail?id=1109905095","media":"老虎资讯综合","summary":"10月28日期权市场总成交量达47,442,174张合约,环比增加超21%。","content":"<html><head></head><body><p><b>一、市场概览 (10月28日)</b></p><p>10月28日周五,美股市场大幅上涨,三大指数均涨超2%,财报提供利好,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨超7%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超10%。美联储密切关注的两项重要通胀指标雇佣成本指数(ECI)和个人消费支出(PCE)价格指数稳步上升,凸显持续的压力将令央行继续大幅加息。</p><p><img src=\"https://static.tigerbbs.com/bda616fea24faca62fa2fa1c65aa7ded\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>10月28日期权市场总成交量达47,442,174张合约,环比增加超21%。其中,看涨期权占比53%,看跌期权占比47%。</p><p><b>二、期权成交总量TOP10</b><img src=\"https://static.tigerbbs.com/e9ebce159b5db3b1fd545b692937aa14\" tg-width=\"538\" tg-height=\"915\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>期权交易超过<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>,此外,苹果、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Meta的期权交易也超过了罗素2000指数,这是比较少见的情况。结合周五行情来看,投资者对科技股的热情显然有所回升,会不会形成抄底潮呢?值得继续观察。</p><p><b>亚马逊期权交易释放了何种宏观信号</b></p><p>上周五,受财报拖累,亚马逊开盘大跌,不过之后随大市回升,收盘跌6.8%,盘中创月内新低。期权方面,除了到期行权单之外,短线PUT Option成交较为活跃,其中,明年1月20日到期的认沽期权报价150美元,给出的看跌空间较大。<b>这是过于低估亚马逊的价值吗?</b></p><p><img src=\"https://static.tigerbbs.com/ae3f447f050ffa58aecef09b3e91f2a7\" tg-width=\"575\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>财报显示,亚马逊三季度营业利润绝对值下滑48%,营业利润率仅为2%,近年来最低。更重要的是,<b>亚马逊给出的四季度营收指引在1400亿美元至1480亿美元之间,同比增长仅2%至8%;营业利润预计在0至40亿美元之间,表明低利润率还在持续。</b></p><p>要知道四季度是电商旺季,有圣诞节,有黑五促销,有元旦,这样都带不动营收,可见亚马逊对美国消费市场的信心严重不足。由此推导,我们可以判断<b>美国的宏观经济形势真的不容乐观,明年一季度开始衰退,或许并不是危言耸听。</b></p><p><b>三、异动观察</b></p><p>异动方面,除了亚马逊之外,热门中概股”异军突起“,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>异动单力压苹果、特斯拉,蔚来也登上了榜单第五的高位。</p><p><img src=\"https://static.tigerbbs.com/88523017a7d5400494f9e0c51e9a2ac8\" tg-width=\"618\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/></p><p>先看苹果,受财报提振,正股股价周五大涨超7%,拉动科技股集体反弹。PUT Option异动成交量居前,但仔细分析,成交额均不高,没有强烈看空意愿。</p><p><img src=\"https://static.tigerbbs.com/17133cf58d40906eff65bcbc8eabde3a\" tg-width=\"735\" tg-height=\"943\" referrerpolicy=\"no-referrer\"/></p><p>阿里巴巴方面,同样是认沽期权密集成交。我们知道,期权交易主要目的是<b>对冲风险\\投机或套利,</b>三个月到期,价格160美元-210美元的看跌交易,大概率是一种对冲布局。阿里巴巴美股价格已经接近历史低位57.20美元,投资者的避险情绪并未在此时明显缓解,阿里的反转机会还需等待。</p><p><img src=\"https://static.tigerbbs.com/6f00a0e17f8b56ee163ef0afd40cb382\" tg-width=\"434\" tg-height=\"777\" referrerpolicy=\"no-referrer\"/></p><p>再来看看<a href=\"https://laohu8.com/S/NIO\">蔚来</a>,9月中旬以来一路下行,周五跌近3%,股价跌破10美元。期权异动大单中CALL多PUT少,更是有17美元价格的看涨单成交,虽然成交额不高,但也可看出一种积极态度。消息面上,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>近日在德国柏林宣布了进军欧洲市场的战略,将在德国、荷兰、丹麦、瑞典四个国家市场提供服务。算上2020年进入的挪威市场,蔚来在欧洲的布局已涉及五国市场。</p><p>出海,会是中国造车新势力的转折大招吗?</p><p><img src=\"https://static.tigerbbs.com/33f11bd9dcb5259821a09a6ff7cb315a\" tg-width=\"450\" tg-height=\"760\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单 | 亚马逊透露经济秘密,苹果、阿里、蔚来异动明显</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n期权大单 | 亚马逊透露经济秘密,苹果、阿里、蔚来异动明显\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-10-31 12:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>一、市场概览 (10月28日)</b></p><p>10月28日周五,美股市场大幅上涨,三大指数均涨超2%,财报提供利好,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨超7%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超10%。美联储密切关注的两项重要通胀指标雇佣成本指数(ECI)和个人消费支出(PCE)价格指数稳步上升,凸显持续的压力将令央行继续大幅加息。</p><p><img src=\"https://static.tigerbbs.com/bda616fea24faca62fa2fa1c65aa7ded\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>10月28日期权市场总成交量达47,442,174张合约,环比增加超21%。其中,看涨期权占比53%,看跌期权占比47%。</p><p><b>二、期权成交总量TOP10</b><img src=\"https://static.tigerbbs.com/e9ebce159b5db3b1fd545b692937aa14\" tg-width=\"538\" tg-height=\"915\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>期权交易超过<a href=\"https://laohu8.com/S/QQQ\">纳指100ETF</a>,此外,苹果、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、Meta的期权交易也超过了罗素2000指数,这是比较少见的情况。结合周五行情来看,投资者对科技股的热情显然有所回升,会不会形成抄底潮呢?值得继续观察。</p><p><b>亚马逊期权交易释放了何种宏观信号</b></p><p>上周五,受财报拖累,亚马逊开盘大跌,不过之后随大市回升,收盘跌6.8%,盘中创月内新低。期权方面,除了到期行权单之外,短线PUT Option成交较为活跃,其中,明年1月20日到期的认沽期权报价150美元,给出的看跌空间较大。<b>这是过于低估亚马逊的价值吗?</b></p><p><img src=\"https://static.tigerbbs.com/ae3f447f050ffa58aecef09b3e91f2a7\" tg-width=\"575\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>财报显示,亚马逊三季度营业利润绝对值下滑48%,营业利润率仅为2%,近年来最低。更重要的是,<b>亚马逊给出的四季度营收指引在1400亿美元至1480亿美元之间,同比增长仅2%至8%;营业利润预计在0至40亿美元之间,表明低利润率还在持续。</b></p><p>要知道四季度是电商旺季,有圣诞节,有黑五促销,有元旦,这样都带不动营收,可见亚马逊对美国消费市场的信心严重不足。由此推导,我们可以判断<b>美国的宏观经济形势真的不容乐观,明年一季度开始衰退,或许并不是危言耸听。</b></p><p><b>三、异动观察</b></p><p>异动方面,除了亚马逊之外,热门中概股”异军突起“,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>异动单力压苹果、特斯拉,蔚来也登上了榜单第五的高位。</p><p><img src=\"https://static.tigerbbs.com/88523017a7d5400494f9e0c51e9a2ac8\" tg-width=\"618\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/></p><p>先看苹果,受财报提振,正股股价周五大涨超7%,拉动科技股集体反弹。PUT Option异动成交量居前,但仔细分析,成交额均不高,没有强烈看空意愿。</p><p><img src=\"https://static.tigerbbs.com/17133cf58d40906eff65bcbc8eabde3a\" tg-width=\"735\" tg-height=\"943\" referrerpolicy=\"no-referrer\"/></p><p>阿里巴巴方面,同样是认沽期权密集成交。我们知道,期权交易主要目的是<b>对冲风险\\投机或套利,</b>三个月到期,价格160美元-210美元的看跌交易,大概率是一种对冲布局。阿里巴巴美股价格已经接近历史低位57.20美元,投资者的避险情绪并未在此时明显缓解,阿里的反转机会还需等待。</p><p><img src=\"https://static.tigerbbs.com/6f00a0e17f8b56ee163ef0afd40cb382\" tg-width=\"434\" tg-height=\"777\" referrerpolicy=\"no-referrer\"/></p><p>再来看看<a href=\"https://laohu8.com/S/NIO\">蔚来</a>,9月中旬以来一路下行,周五跌近3%,股价跌破10美元。期权异动大单中CALL多PUT少,更是有17美元价格的看涨单成交,虽然成交额不高,但也可看出一种积极态度。消息面上,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>近日在德国柏林宣布了进军欧洲市场的战略,将在德国、荷兰、丹麦、瑞典四个国家市场提供服务。算上2020年进入的挪威市场,蔚来在欧洲的布局已涉及五国市场。</p><p>出海,会是中国造车新势力的转折大招吗?</p><p><img src=\"https://static.tigerbbs.com/33f11bd9dcb5259821a09a6ff7cb315a\" tg-width=\"450\" tg-height=\"760\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BABA":"阿里巴巴","NIO":"蔚来","AMZN":"亚马逊","QQQ":"纳指100ETF","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109905095","content_text":"一、市场概览 (10月28日)10月28日周五,美股市场大幅上涨,三大指数均涨超2%,财报提供利好,苹果涨超7%,英特尔涨超10%。美联储密切关注的两项重要通胀指标雇佣成本指数(ECI)和个人消费支出(PCE)价格指数稳步上升,凸显持续的压力将令央行继续大幅加息。10月28日期权市场总成交量达47,442,174张合约,环比增加超21%。其中,看涨期权占比53%,看跌期权占比47%。二、期权成交总量TOP10亚马逊期权交易超过纳指100ETF,此外,苹果、特斯拉、Meta的期权交易也超过了罗素2000指数,这是比较少见的情况。结合周五行情来看,投资者对科技股的热情显然有所回升,会不会形成抄底潮呢?值得继续观察。亚马逊期权交易释放了何种宏观信号上周五,受财报拖累,亚马逊开盘大跌,不过之后随大市回升,收盘跌6.8%,盘中创月内新低。期权方面,除了到期行权单之外,短线PUT Option成交较为活跃,其中,明年1月20日到期的认沽期权报价150美元,给出的看跌空间较大。这是过于低估亚马逊的价值吗?财报显示,亚马逊三季度营业利润绝对值下滑48%,营业利润率仅为2%,近年来最低。更重要的是,亚马逊给出的四季度营收指引在1400亿美元至1480亿美元之间,同比增长仅2%至8%;营业利润预计在0至40亿美元之间,表明低利润率还在持续。要知道四季度是电商旺季,有圣诞节,有黑五促销,有元旦,这样都带不动营收,可见亚马逊对美国消费市场的信心严重不足。由此推导,我们可以判断美国的宏观经济形势真的不容乐观,明年一季度开始衰退,或许并不是危言耸听。三、异动观察异动方面,除了亚马逊之外,热门中概股”异军突起“,阿里巴巴异动单力压苹果、特斯拉,蔚来也登上了榜单第五的高位。先看苹果,受财报提振,正股股价周五大涨超7%,拉动科技股集体反弹。PUT Option异动成交量居前,但仔细分析,成交额均不高,没有强烈看空意愿。阿里巴巴方面,同样是认沽期权密集成交。我们知道,期权交易主要目的是对冲风险\\投机或套利,三个月到期,价格160美元-210美元的看跌交易,大概率是一种对冲布局。阿里巴巴美股价格已经接近历史低位57.20美元,投资者的避险情绪并未在此时明显缓解,阿里的反转机会还需等待。再来看看蔚来,9月中旬以来一路下行,周五跌近3%,股价跌破10美元。期权异动大单中CALL多PUT少,更是有17美元价格的看涨单成交,虽然成交额不高,但也可看出一种积极态度。消息面上,蔚来近日在德国柏林宣布了进军欧洲市场的战略,将在德国、荷兰、丹麦、瑞典四个国家市场提供服务。算上2020年进入的挪威市场,蔚来在欧洲的布局已涉及五国市场。出海,会是中国造车新势力的转折大招吗?","news_type":1},"isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630941464,"gmtCreate":1642678588037,"gmtModify":1642678588037,"author":{"id":"3554062488707980","authorId":"3554062488707980","authorIdStr":"3554062488707980","name":"華尔街大空头","avatar":"https://static.tigerbbs.com/dc1903790e12d222b90c91ebf5c10a9f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ </a>做空目标7000点","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2203(NQmain)$ </a>做空目标7000点","text":"$NQ100指数主连 2203(NQmain)$ 做空目标7000点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/630941464","isVote":1,"tweetType":1,"viewCount":5692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}