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al":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342931722199336","repostId":"1142072757","repostType":2,"repost":{"id":"1142072757","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1724740284,"share":"https://www.laohu8.com/m/news/1142072757?lang=&edition=full","pubTime":"2024-08-27 14:31","market":"us","language":"zh","title":"期权大单 | 股价重挫28%，期权成交量激增超10倍！拼多多绩后再遭华尔街“点评”","url":"https://stock-news.laohu8.com/highlight/detail?id=1142072757","media":"老虎资讯综合","summary":"数据来源：老虎国际隔夜，期权市场总成交量达33,369,550张合约，其中，看涨期权占比58%。数据来源：Market Chameleon英特尔期权合约成交30.72万张，8月30日到期的19.50美元的行权看跌期权交易量特别高，共有25,420份合约交易。阿里巴巴期权合约成交24.78万张，较90日均量放大1.3倍。8月30日到期的5美元的行权看涨期权交易量特别高，共有12,342份合约交易。","content":"<html><head></head><body><h3 id=\"id_3621638861\">一、市场概览</h3><p>美东时间周一，美股三大指数走势分化，道琼斯指数涨0.16%，报41240.52点；标普500指数跌0.32%，报5616.84点；纳斯达克指数跌0.85%，报17725.77点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b5047d039ad4528eeba52eb67db4f43\" title=\"数据来源：老虎国际\" tg-width=\"914\" tg-height=\"223\"/><span>数据来源：老虎国际</span></p><p>隔夜，期权市场总成交量达33,369,550张合约，其中，看涨期权占比58%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02cf79620398b99cf3751c23de01a6fe\" title=\"数据来源：Market Chameleon\" tg-width=\"1666\" tg-height=\"386\"/><span>数据来源：Market Chameleon</span></p><p>标普指数ETF-SPY期权成交733.8万张合约，其中，看跌期权占比50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07ade26302424df1a871e272723b8139\" title=\"数据来源：Market Chameleon\" tg-width=\"1657\" tg-height=\"430\"/><span>数据来源：Market Chameleon</span></p><h3 id=\"id_2410189897\">二、期权总成交TOP10</h3><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b889537c6846e05e042aa4cff3ae2445\" title=\"数据来源：老虎国际\" tg-width=\"483\" tg-height=\"963\"/><span>数据来源：老虎国际</span></p><blockquote><p><strong>隔夜，芯片股普跌，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌2%，AMD跌超3%</strong></p></blockquote><p><strong>英伟达期权合约成交221.95万张，</strong>8月30日到期的130美元的行权<strong>看涨期权</strong>交易量特别高，共有119,640份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36a113619defd2f63ea7ac45fdfc3cac\" title=\"数据来源：Market Chameleon\" tg-width=\"1644\" tg-height=\"284\"/><span>数据来源：Market Chameleon</span></p><p><strong>AMD期权合约成交52.26万张，</strong>8月30日到期的160美元的行权<strong>看涨期权</strong>交易量特别高，共有57,879份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57283cbf11da2cc7f525db6054374542\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"284\"/><span>数据来源：Market Chameleon</span></p><p><strong>英特尔期权合约成交30.72万张，</strong>8月30日到期的19.50美元的行权<strong>看跌期权</strong>交易量特别高，共有25,420份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ec8d87312d1f1e1988319387b5fada8\" title=\"数据来源：Market Chameleon\" tg-width=\"1642\" tg-height=\"278\"/><span>数据来源：Market Chameleon</span></p><blockquote><p><strong>隔夜，中概电商股普跌，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超28%，</strong>创上市以来最大单日跌幅！<strong><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%</strong></p></blockquote><p><strong>拼多多期权合约成交78.87万张，较90日均量放大10.2倍。</strong>8月30日到期的95美元的行权<strong>看跌期权</strong>交易量特别高，共有52,320份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ce59a94dbdf297bdd8857bfd3c310ad\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"279\"/><span>数据来源：Market Chameleon</span></p><p>消息方面：拼多多Q2营收不及预期，未来利润将逐步进入下降趋势。财报显示，二季度营收970.6亿元，同比增长86%，市场预期999.85亿元；调整后运营利润349.9亿元，同比增长139%；调整后归属于普通股东净利润344.3亿元，同比增长125%。财报电话会上，拼多多集团执行董事、联席CEO赵佳臻表示，在电商行业越来越激烈的竞争是不可避免的……拼多多未来利润将逐步进入下降趋势，这是长期健康必要的代价。</p><p>同时，美银将拼多多目标价由206美元降至170美元；大摩将拼多多目标价从220美元下调至150美元；花旗将拼多多评级下调至中性，目标价120美元。</p><p>美银证券发表报告称，拼多多第二季业绩好坏参半，纵使盈利显示较同业更为稳固的动力，但管理层对下半年与往后增长及盈利展望论调非常保守。该行指，拼多多管理层提出多项不可避免趋势，包括收入进一步放缓、长远盈利能力下降，加上短期没有资本回报计划，引发投资者震惊及导致股价一夜间挫约三成。该行同意拼多多管理层指引更清晰反映情况及影响程度，整体趋势显示该指引符合同业观察及业绩评论，在考虑到公司收入组合转向更低盈利率的TEMU平台下亦属合理。就反映公司未能逃离宏观逆风及宣布100亿元人民币回赠以建立健康商户生态圈，该行下调对拼多多今年至2026年收入预测7%至14%及非公认会计准则净利润预测3%至20%，该行将拼多多目标价由206美元降至170美元，维持买入评级。</p><p>摩根士丹利发表报告称，拼多多次季在线营销服务收入增长逊预期，意味着消费疲弱及竞争激烈。然而，该行认为管理层对长期获利能力下降的评论过于保守。大摩预测，拼多多第三季和全年收入将按年分别增长43%和57%，而non-GAAP纯利将分别达到280亿元和1,240亿元人民币。大摩将拼多多目标价从220美元下调至150美元，意味着2025年市盈率为13倍，相信拼多多是唯一能跑赢行业增长的中国电商企业，因此其估值高于阿里的9倍和京东的7倍。</p><p><strong>阿里巴巴期权合约成交24.78万张，较90日均量放大1.3倍。</strong>9月20日到期的90美元的行权<strong>看涨期权</strong>交易量特别高，共有13,480份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/019b391dbf7bf309af60356f0027af85\" title=\"数据来源：Market Chameleon\" tg-width=\"1640\" tg-height=\"283\"/><span>数据来源：Market Chameleon</span></p><h3 id=\"id_1117838389\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e220ab11bdc8d452aace49d129b853c\" title=\"数据来源：Market Chameleon\" tg-width=\"1798\" tg-height=\"373\"/><span>数据来源：Market Chameleon</span></p><p><strong>隔夜，MicroStrategy跌超2%，期权合约成交12.89万张，较90日均量放大2.2倍。</strong>8月30日到期的150美元的行权<strong>看涨期权</strong>交易量特别高，共有9,531份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2341a9d11599b00a370bac917ef8f8fc\" title=\"数据来源：Market Chameleon\" tg-width=\"1638\" tg-height=\"279\"/><span>数据来源：Market Chameleon</span></p><p><strong>隔夜，Peloton Interactive涨超1%，期权合约成交11.64万张，较90日均量放大2.7倍。</strong>8月30日到期的5美元的行权<strong>看涨期权</strong>交易量特别高，共有12,342份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30243fb4fe27ed3f5a3305e1ec2a325b\" title=\"数据来源：Market Chameleon\" tg-width=\"1639\" tg-height=\"284\"/><span>数据来源：Market Chameleon</span></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 | 股价重挫28%，期权成交量激增超10倍！拼多多绩后再遭华尔街“点评”</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 | 股价重挫28%，期权成交量激增超10倍！拼多多绩后再遭华尔街“点评”\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\">2024-08-27 14:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_3621638861\">一、市场概览</h3><p>美东时间周一，美股三大指数走势分化，道琼斯指数涨0.16%，报41240.52点；标普500指数跌0.32%，报5616.84点；纳斯达克指数跌0.85%，报17725.77点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b5047d039ad4528eeba52eb67db4f43\" title=\"数据来源：老虎国际\" tg-width=\"914\" tg-height=\"223\"/><span>数据来源：老虎国际</span></p><p>隔夜，期权市场总成交量达33,369,550张合约，其中，看涨期权占比58%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02cf79620398b99cf3751c23de01a6fe\" title=\"数据来源：Market Chameleon\" tg-width=\"1666\" tg-height=\"386\"/><span>数据来源：Market Chameleon</span></p><p>标普指数ETF-SPY期权成交733.8万张合约，其中，看跌期权占比50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07ade26302424df1a871e272723b8139\" title=\"数据来源：Market Chameleon\" tg-width=\"1657\" tg-height=\"430\"/><span>数据来源：Market Chameleon</span></p><h3 id=\"id_2410189897\">二、期权总成交TOP10</h3><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b889537c6846e05e042aa4cff3ae2445\" title=\"数据来源：老虎国际\" tg-width=\"483\" tg-height=\"963\"/><span>数据来源：老虎国际</span></p><blockquote><p><strong>隔夜，芯片股普跌，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌2%，AMD跌超3%</strong></p></blockquote><p><strong>英伟达期权合约成交221.95万张，</strong>8月30日到期的130美元的行权<strong>看涨期权</strong>交易量特别高，共有119,640份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36a113619defd2f63ea7ac45fdfc3cac\" title=\"数据来源：Market Chameleon\" tg-width=\"1644\" tg-height=\"284\"/><span>数据来源：Market Chameleon</span></p><p><strong>AMD期权合约成交52.26万张，</strong>8月30日到期的160美元的行权<strong>看涨期权</strong>交易量特别高，共有57,879份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57283cbf11da2cc7f525db6054374542\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"284\"/><span>数据来源：Market Chameleon</span></p><p><strong>英特尔期权合约成交30.72万张，</strong>8月30日到期的19.50美元的行权<strong>看跌期权</strong>交易量特别高，共有25,420份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ec8d87312d1f1e1988319387b5fada8\" title=\"数据来源：Market Chameleon\" tg-width=\"1642\" tg-height=\"278\"/><span>数据来源：Market Chameleon</span></p><blockquote><p><strong>隔夜，中概电商股普跌，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超28%，</strong>创上市以来最大单日跌幅！<strong><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%</strong></p></blockquote><p><strong>拼多多期权合约成交78.87万张，较90日均量放大10.2倍。</strong>8月30日到期的95美元的行权<strong>看跌期权</strong>交易量特别高，共有52,320份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ce59a94dbdf297bdd8857bfd3c310ad\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"279\"/><span>数据来源：Market Chameleon</span></p><p>消息方面：拼多多Q2营收不及预期，未来利润将逐步进入下降趋势。财报显示，二季度营收970.6亿元，同比增长86%，市场预期999.85亿元；调整后运营利润349.9亿元，同比增长139%；调整后归属于普通股东净利润344.3亿元，同比增长125%。财报电话会上，拼多多集团执行董事、联席CEO赵佳臻表示，在电商行业越来越激烈的竞争是不可避免的……拼多多未来利润将逐步进入下降趋势，这是长期健康必要的代价。</p><p>同时，美银将拼多多目标价由206美元降至170美元；大摩将拼多多目标价从220美元下调至150美元；花旗将拼多多评级下调至中性，目标价120美元。</p><p>美银证券发表报告称，拼多多第二季业绩好坏参半，纵使盈利显示较同业更为稳固的动力，但管理层对下半年与往后增长及盈利展望论调非常保守。该行指，拼多多管理层提出多项不可避免趋势，包括收入进一步放缓、长远盈利能力下降，加上短期没有资本回报计划，引发投资者震惊及导致股价一夜间挫约三成。该行同意拼多多管理层指引更清晰反映情况及影响程度，整体趋势显示该指引符合同业观察及业绩评论，在考虑到公司收入组合转向更低盈利率的TEMU平台下亦属合理。就反映公司未能逃离宏观逆风及宣布100亿元人民币回赠以建立健康商户生态圈，该行下调对拼多多今年至2026年收入预测7%至14%及非公认会计准则净利润预测3%至20%，该行将拼多多目标价由206美元降至170美元，维持买入评级。</p><p>摩根士丹利发表报告称，拼多多次季在线营销服务收入增长逊预期，意味着消费疲弱及竞争激烈。然而，该行认为管理层对长期获利能力下降的评论过于保守。大摩预测，拼多多第三季和全年收入将按年分别增长43%和57%，而non-GAAP纯利将分别达到280亿元和1,240亿元人民币。大摩将拼多多目标价从220美元下调至150美元，意味着2025年市盈率为13倍，相信拼多多是唯一能跑赢行业增长的中国电商企业，因此其估值高于阿里的9倍和京东的7倍。</p><p><strong>阿里巴巴期权合约成交24.78万张，较90日均量放大1.3倍。</strong>9月20日到期的90美元的行权<strong>看涨期权</strong>交易量特别高，共有13,480份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/019b391dbf7bf309af60356f0027af85\" title=\"数据来源：Market Chameleon\" tg-width=\"1640\" tg-height=\"283\"/><span>数据来源：Market Chameleon</span></p><h3 id=\"id_1117838389\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e220ab11bdc8d452aace49d129b853c\" title=\"数据来源：Market Chameleon\" tg-width=\"1798\" tg-height=\"373\"/><span>数据来源：Market Chameleon</span></p><p><strong>隔夜，MicroStrategy跌超2%，期权合约成交12.89万张，较90日均量放大2.2倍。</strong>8月30日到期的150美元的行权<strong>看涨期权</strong>交易量特别高，共有9,531份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2341a9d11599b00a370bac917ef8f8fc\" title=\"数据来源：Market Chameleon\" tg-width=\"1638\" tg-height=\"279\"/><span>数据来源：Market Chameleon</span></p><p><strong>隔夜，Peloton Interactive涨超1%，期权合约成交11.64万张，较90日均量放大2.7倍。</strong>8月30日到期的5美元的行权<strong>看涨期权</strong>交易量特别高，共有12,342份合约交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30243fb4fe27ed3f5a3305e1ec2a325b\" title=\"数据来源：Market Chameleon\" tg-width=\"1639\" tg-height=\"284\"/><span>数据来源：Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"BK4535":"淡马锡持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4588":"碎股","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BABA":"阿里巴巴","INTC":"英特尔","PDD":"拼多多","LU0359201612.USD":"贝莱德中国基金A2","AMD":"美国超微公司","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","MSTR":"MicroStrategy Incorporated","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","PTON":"Peloton Interactive, Inc.","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142072757","content_text":"一、市场概览美东时间周一，美股三大指数走势分化，道琼斯指数涨0.16%，报41240.52点；标普500指数跌0.32%，报5616.84点；纳斯达克指数跌0.85%，报17725.77点。数据来源：老虎国际隔夜，期权市场总成交量达33,369,550张合约，其中，看涨期权占比58%。数据来源：Market Chameleon标普指数ETF-SPY期权成交733.8万张合约，其中，看跌期权占比50%。数据来源：Market Chameleon二、期权总成交TOP10数据来源：老虎国际隔夜，芯片股普跌，英伟达、英特尔跌2%，AMD跌超3%英伟达期权合约成交221.95万张，8月30日到期的130美元的行权看涨期权交易量特别高，共有119,640份合约交易。数据来源：Market ChameleonAMD期权合约成交52.26万张，8月30日到期的160美元的行权看涨期权交易量特别高，共有57,879份合约交易。数据来源：Market Chameleon英特尔期权合约成交30.72万张，8月30日到期的19.50美元的行权看跌期权交易量特别高，共有25,420份合约交易。数据来源：Market Chameleon隔夜，中概电商股普跌，拼多多跌超28%，创上市以来最大单日跌幅！阿里巴巴跌超4%拼多多期权合约成交78.87万张，较90日均量放大10.2倍。8月30日到期的95美元的行权看跌期权交易量特别高，共有52,320份合约交易。数据来源：Market Chameleon消息方面：拼多多Q2营收不及预期，未来利润将逐步进入下降趋势。财报显示，二季度营收970.6亿元，同比增长86%，市场预期999.85亿元；调整后运营利润349.9亿元，同比增长139%；调整后归属于普通股东净利润344.3亿元，同比增长125%。财报电话会上，拼多多集团执行董事、联席CEO赵佳臻表示，在电商行业越来越激烈的竞争是不可避免的……拼多多未来利润将逐步进入下降趋势，这是长期健康必要的代价。同时，美银将拼多多目标价由206美元降至170美元；大摩将拼多多目标价从220美元下调至150美元；花旗将拼多多评级下调至中性，目标价120美元。美银证券发表报告称，拼多多第二季业绩好坏参半，纵使盈利显示较同业更为稳固的动力，但管理层对下半年与往后增长及盈利展望论调非常保守。该行指，拼多多管理层提出多项不可避免趋势，包括收入进一步放缓、长远盈利能力下降，加上短期没有资本回报计划，引发投资者震惊及导致股价一夜间挫约三成。该行同意拼多多管理层指引更清晰反映情况及影响程度，整体趋势显示该指引符合同业观察及业绩评论，在考虑到公司收入组合转向更低盈利率的TEMU平台下亦属合理。就反映公司未能逃离宏观逆风及宣布100亿元人民币回赠以建立健康商户生态圈，该行下调对拼多多今年至2026年收入预测7%至14%及非公认会计准则净利润预测3%至20%，该行将拼多多目标价由206美元降至170美元，维持买入评级。摩根士丹利发表报告称，拼多多次季在线营销服务收入增长逊预期，意味着消费疲弱及竞争激烈。然而，该行认为管理层对长期获利能力下降的评论过于保守。大摩预测，拼多多第三季和全年收入将按年分别增长43%和57%，而non-GAAP纯利将分别达到280亿元和1,240亿元人民币。大摩将拼多多目标价从220美元下调至150美元，意味着2025年市盈率为13倍，相信拼多多是唯一能跑赢行业增长的中国电商企业，因此其估值高于阿里的9倍和京东的7倍。阿里巴巴期权合约成交24.78万张，较90日均量放大1.3倍。9月20日到期的90美元的行权看涨期权交易量特别高，共有13,480份合约交易。数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon隔夜，MicroStrategy跌超2%，期权合约成交12.89万张，较90日均量放大2.2倍。8月30日到期的150美元的行权看涨期权交易量特别高，共有9,531份合约交易。数据来源：Market Chameleon隔夜，Peloton Interactive涨超1%，期权合约成交11.64万张，较90日均量放大2.7倍。8月30日到期的5美元的行权看涨期权交易量特别高，共有12,342份合约交易。数据来源：Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":342931722199336,"gmtCreate":1724742056362,"gmtModify":1724743201675,"author":{"id":"3576550627083015","authorId":"3576550627083015","name":"MATING","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576550627083015","idStr":"3576550627083015"},"themes":[],"htmlText":"R","listText":"R","text":"R","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342931722199336","repostId":"1142072757","repostType":2,"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}