爆红的老美的个人主页 - 老虎社区

爆红的老美

爆红的老美

新手韭菜，靠系统补给过日子，生活主要靠捡漏，炒股随机看到就上！

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爆红的老美

08-24 10:47

共勉，打败心魔抛开中概股

@一个人发呆:$特斯拉(TSLA)$ 我只要买到的股票都是寸草不生的，我要不要买点Tesla?[哇塞]

爆红的老美

08-22 11:07

有道理，别人不好我们好也算

美联储降息能否确保美股牛市持续？以史为鉴：事情没那么简单

爆红的老美

08-22 04:02

$NDXP 20240821 19330.0 PUT$ 喜欢做空

爆红的老美

08-21

做好数据分析，我们简单一点就算了，不要太高目标

爆红的老美

08-21

买特斯拉

爆红的老美

08-21

吓破胆了，数据不同步，上半夜一直发抖！

爆红的老美

08-21

一刀穷一刀富，一刀开路虎烤小白兔

爆红的老美

08-21

看不懂，完全看不懂

爆红的老美

08-20

看不懂期权，综合现金没变，浮盈却变成负几千了，

爆红的老美

08-19

哈哈哈哈哈，删库能跑路吗？一家老小不得集体消失

网易首页无法访问，传“程序员删库跑路”

爆红的老美

08-19

卖掉法拉第，一年一辆车太慢了

爆红的老美

08-18

$纳斯达克100指数(NDX)$ 做空这个可以吗？

爆红的老美

08-13

我买特斯拉涨涨涨涨

爆红的老美

08-12

$英伟达(NVDA)$ 涨涨涨涨

爆红的老美

08-08

啊啊啊啊

期权女巫 | 美股本周风云突变，交易员暴跌期间抛弃末日期权转头涌入长期期权

爆红的老美

08-04

还好吧，五年时间成功把债主的债权换成了股权，完美清偿脱壳，请问，除了罗永浩还完债跟他，还有谁？许家印都比不过贾跃亭的一根毛发，有钱但没责任心，至少这个贾骗子承认欠欠还有股权交换的

爆红的老美

08-03

忘记了时间成本，最后的期权又栽在手里了，开始赚的一千多刀不小心被剥了一层皮………

爆红的老美

08-02

还可以今天

爆红的老美

08-02

不要贪心，睡觉了

爆红的老美

07-31

买特斯拉put吧，2毛三毛的这种all in

去老虎APP查看更多动态

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我只要买到的股票都是寸草不生的，我要不要买点Tesla?[哇塞]","images":[{"img":"https://static.tigerbbs.com/dcdce4e7a363e1c639867a2ba93af9cf","width":"430","height":"399"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341601622483184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341056639627336,"gmtCreate":1724296069917,"gmtModify":1724296071743,"author":{"id":"4182346424956632","authorId":"4182346424956632","authorIdStr":"4182346424956632","name":"爆红的老美","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"有道理，别人不好我们好也算","listText":"有道理，别人不好我们好也算","text":"有道理，别人不好我们好也算","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341056639627336","repostId":"1160297014","repostType":2,"repost":{"id":"1160297014","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":1724290200,"share":"https://www.laohu8.com/m/news/1160297014?lang=&edition=full","pubTime":"2024-08-22 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tg-height=\"433\"/><span>美股对降息的反应</span></p><p>问题的关键在于：“美联储为什么要降息？”如果降息是在收紧货币政策以对抗通胀后，为了软化货币政策而采取的策略的一部分，那么降息后出现牛市是正常的。</p><p>然而，如果降息是因为经济状况恶化，旨在避免可能仍然会发生的衰退，那么情况就完全不同了。</p><p>市场总是在不断变化，而投资则意味着要接受一定程度的不确定性。能更好地应对这种不确定性的人，往往随着时间的推移会看到更大的回报，而那些困在不确定性里的人，可能就不会有那么好的表现了。</p><p><strong>科技股真的会从降息中受益吗？</strong></p><p>在审视行业表现时，存在一种普遍但具有误导性的观念，即降息会自动提振科技股(NYSE:XLK)。诚然，较低的贴现率可能导致估值上升，但这并不意味着科技股将始终表现优异。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6ec0ae5aaca2c416f6a1a5cbf8ba513\" title=\"受益于降息的板块\" tg-width=\"768\" tg-height=\"252\"/><span>受益于降息的板块</span></p><p>实际上，在降息环境中，防御性行业如公用事业(NYSE:XLU)、日常消费品(NYSE:XLP)和医疗保健(NYSE:XLV)往往更能从中受益。债券市场也呈现出类似的趋势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de041be01081c361b18bc91b6f7ef76f\" title=\"债券市场反应\" tg-width=\"754\" tg-height=\"303\"/><span>债券市场反应</span></p><p><strong>结语</strong></p><p>降息政策的推出，往往让人误以为会自动对某些行业带来利好，然而，实际影响远比这复杂得多。因此，在投资领域，我们必须对那些似是而非的趋势保持警惕，因为市场走势往往并非一目了然。</p><p><em>文章源自 </em>Investing 《Do Rate Cuts Guarantee Bull Markets? History Says It’s Not That Simple》</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>美联储降息能否确保美股牛市持续？以史为鉴：事情没那么简单</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美联储降息能否确保美股牛市持续？以史为鉴：事情没那么简单\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\">2024-08-22 09:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>对于九月份可能降息的预期日益高涨。</p></li><li><p>随着市场开始消化降息 25 个基点的影响，我们开始探讨每个人最关心问题。</p></li><li><p>降息能否确保牛市持续？</p></li></ul><p>市场具有前瞻性，更多的是对未来预期的反应，而非仅仅对当前状况的反应。</p><p>这点尤为关键，特别是在9月美联储可能降息的预期高度升温的情况下。很多投资者希望这次降息能解决他们所有的问题。</p><p>然而，事实是：降息并不意味着美股会自动上涨。</p><p>其实，短期来看，降息有时反而会导致市场回调，因为市场可能已经将降息因素考虑在内了。因此，如果投资者一直很期待降息，那么反而可能不会出现他们预期的结果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58189fea472ed62b431918bbafa4cb31\" title=\"美股对降息的反应\" tg-width=\"768\" tg-height=\"433\"/><span>美股对降息的反应</span></p><p>问题的关键在于：“美联储为什么要降息？”如果降息是在收紧货币政策以对抗通胀后，为了软化货币政策而采取的策略的一部分，那么降息后出现牛市是正常的。</p><p>然而，如果降息是因为经济状况恶化，旨在避免可能仍然会发生的衰退，那么情况就完全不同了。</p><p>市场总是在不断变化，而投资则意味着要接受一定程度的不确定性。能更好地应对这种不确定性的人，往往随着时间的推移会看到更大的回报，而那些困在不确定性里的人，可能就不会有那么好的表现了。</p><p><strong>科技股真的会从降息中受益吗？</strong></p><p>在审视行业表现时，存在一种普遍但具有误导性的观念，即降息会自动提振科技股(NYSE:XLK)。诚然，较低的贴现率可能导致估值上升，但这并不意味着科技股将始终表现优异。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6ec0ae5aaca2c416f6a1a5cbf8ba513\" title=\"受益于降息的板块\" tg-width=\"768\" tg-height=\"252\"/><span>受益于降息的板块</span></p><p>实际上，在降息环境中，防御性行业如公用事业(NYSE:XLU)、日常消费品(NYSE:XLP)和医疗保健(NYSE:XLV)往往更能从中受益。债券市场也呈现出类似的趋势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de041be01081c361b18bc91b6f7ef76f\" title=\"债券市场反应\" tg-width=\"754\" tg-height=\"303\"/><span>债券市场反应</span></p><p><strong>结语</strong></p><p>降息政策的推出，往往让人误以为会自动对某些行业带来利好，然而，实际影响远比这复杂得多。因此，在投资领域，我们必须对那些似是而非的趋势保持警惕，因为市场走势往往并非一目了然。</p><p><em>文章源自 </em>Investing 《Do Rate Cuts Guarantee Bull Markets? History Says It’s Not That Simple》</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160297014","content_text":"对于九月份可能降息的预期日益高涨。随着市场开始消化降息 25 个基点的影响，我们开始探讨每个人最关心问题。降息能否确保牛市持续？市场具有前瞻性，更多的是对未来预期的反应，而非仅仅对当前状况的反应。这点尤为关键，特别是在9月美联储可能降息的预期高度升温的情况下。很多投资者希望这次降息能解决他们所有的问题。然而，事实是：降息并不意味着美股会自动上涨。其实，短期来看，降息有时反而会导致市场回调，因为市场可能已经将降息因素考虑在内了。因此，如果投资者一直很期待降息，那么反而可能不会出现他们预期的结果。美股对降息的反应问题的关键在于：“美联储为什么要降息？”如果降息是在收紧货币政策以对抗通胀后，为了软化货币政策而采取的策略的一部分，那么降息后出现牛市是正常的。然而，如果降息是因为经济状况恶化，旨在避免可能仍然会发生的衰退，那么情况就完全不同了。市场总是在不断变化，而投资则意味着要接受一定程度的不确定性。能更好地应对这种不确定性的人，往往随着时间的推移会看到更大的回报，而那些困在不确定性里的人，可能就不会有那么好的表现了。科技股真的会从降息中受益吗？在审视行业表现时，存在一种普遍但具有误导性的观念，即降息会自动提振科技股(NYSE:XLK)。诚然，较低的贴现率可能导致估值上升，但这并不意味着科技股将始终表现优异。受益于降息的板块实际上，在降息环境中，防御性行业如公用事业(NYSE:XLU)、日常消费品(NYSE:XLP)和医疗保健(NYSE:XLV)往往更能从中受益。债券市场也呈现出类似的趋势。债券市场反应结语降息政策的推出，往往让人误以为会自动对某些行业带来利好，然而，实际影响远比这复杂得多。因此，在投资领域，我们必须对那些似是而非的趋势保持警惕，因为市场走势往往并非一目了然。文章源自 Investing 《Do Rate Cuts Guarantee Bull Markets? History Says It’s Not That Simple》","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340903820632464,"gmtCreate":1724270579014,"gmtModify":1724280527009,"author":{"id":"4182346424956632","authorId":"4182346424956632","authorIdStr":"4182346424956632","name":"爆红的老美","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NDXP 20240821 19330.0 PUT\">$NDXP 20240821 19330.0 PUT$</a> 喜欢做空","listText":"<a href=\"https://laohu8.com/OPT/NDXP 20240821 19330.0 PUT\">$NDXP 20240821 19330.0 PUT$</a> 喜欢做空","text":"$NDXP 20240821 19330.0 PUT$ 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src=\"https://static.tigerbbs.com/66faafd4eaee6b67c352a630baaf9f75\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p></p></body></html>","source":"sina_tech","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>网易首页无法访问，传“程序员删库跑路”</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{ 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24aab5ed8966e670e5723a823f6bd617","relate_stocks":{"09999":"网易-S","NTES":"网易"},"source_url":"https://finance.sina.com.cn/tech/csj/2024-08-19/doc-inckehue4553748.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125277026","content_text":"8月19日下午，网友传言，网易云发生致命错误。黑奇士访问网易首页 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涨涨涨涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337741456285856","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336137347166368,"gmtCreate":1723102632194,"gmtModify":1723102634390,"author":{"id":"4182346424956632","authorId":"4182346424956632","authorIdStr":"4182346424956632","name":"爆红的老美","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"啊啊啊啊","listText":"啊啊啊啊","text":"啊啊啊啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336137347166368","repostId":"1179242446","repostType":2,"repost":{"id":"1179242446","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1723088198,"share":"https://www.laohu8.com/m/news/1179242446?lang=&edition=full","pubTime":"2024-08-08 11:36","market":"other","language":"zh","title":"期权女巫 | 美股本周风云突变，交易员暴跌期间抛弃末日期权转头涌入长期期权","url":"https://stock-news.laohu8.com/highlight/detail?id=1179242446","media":"期权女巫","summary":"自 2022 年推出以来，交易员们蜂拥至零日到期的 $标普500$ 指数合约，这类合约有时占 $标普500$ 指数期权每日交易量的一半以上。根据OptionMetrics的数据，末日期权在标普500期权总成交量中的占比降至26%，低于今年平均的48%水平。波动性激增导致期权交易商将末日期权的定价提高到极高水平，以管理自身风险。OptionMetrics 数据显示，周一，末日期权交易量较一个月前同日下降 26%，而非末日期权的合约交易量则跃升 42%。","content":"<html><head></head><body><p><em>编译自 Reuters《Traders spurn zero-day options in this week&#39;s market tumble》</em></p><p>数据显示，在本周早些时候美国股市崩盘期间，投资者避开比较流行的短期期权，转而寻求较长期限的合约来对投资进行保护，这暴露了末日期权（0DTE, Zero days to expiration）在应对持续市场波动方面的局限性。</p><p>自 2022 年推出以来，交易员们蜂拥至零日到期的 <a href=\"https://laohu8.com/S/.SPX\">标普500</a> 指数合约（即0DTE 合约），这类合约有时占 <a href=\"https://laohu8.com/S/.SPX\">标普500</a> 指数期权每日交易量的一半以上。</p><p>尽管这些合约通常被认为是交易员对短期市场走势进行投机的工具，但机构和散户也使用它们来对冲市场波动。</p><p>‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5195.0 CALL\" title=\"$SPXW 20240808 5195.0 CALL$  \" class=\"immutable-element\">$SPXW 20240808 5195.0 CALL$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5195.0 PUT\" title=\"$SPXW 20240808 5195.0 PUT$  \" class=\"immutable-element\">$SPXW 20240808 5195.0 PUT$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5200.0 CALL\" title=\"$SPXW 20240808 5200.0 CALL$  \" class=\"immutable-element\">$SPXW 20240808 5200.0 CALL$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5200.0 PUT\" title=\"$SPXW 20240808 5200.0 PUT$  \" class=\"immutable-element\">$SPXW 20240808 5200.0 PUT$  </a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fd145952634d176d3c4f34d344f21f6\" title=\"\" tg-width=\"1243\" tg-height=\"705\"/></p><p>然而，在周一，当<a href=\"https://laohu8.com/S/.SPX\">标普500</a> 下跌3%且 <a href=\"https://laohu8.com/S/VIX\">标普500波动率指数</a> （.VIX）创下四年来的最大单日涨幅后，投资者抛弃了这些合约。根据OptionMetrics的数据，末日期权在标普500期权总成交量中的占比降至26%，低于今年平均的48%水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c2334ac40be95f5fc64738898f5aac8\" title=\"\" tg-width=\"1420\" tg-height=\"1034\"/></p><p>Ballast Rock Private Wealth 投资组合经理吉姆卡罗尔 (Jim Carroll) 表示：“我们看到的情况是，人们的对冲行为从短期转向长期，他们说，‘哦，天哪，我需要一些期限较长的资产’。”</p><p>分析师将此举归咎于多种因素。波动性激增导致期权交易商将末日期权的定价提高到极高水平，以管理自身风险。市场参与者认为，这提高了长期合约的吸引力，尽管在抛售期间价格也很高，但对投资者来说更容易接受，因为它们提供的保护更持久。</p><p>OptionMetrics 量化研究主管加勒特·德西蒙 (Garrett DeSimone) 表示：“市场似乎无法在如此高的波动水平下为这些期权定价。这也解释了交易量不足的原因。”</p><p>Trade Alert 的数据显示，随着市场平静下来，短期合约交易量在抛售后的第二天反弹至约 42%。</p><p>期权研究公司 Tier 1 Alpha 的首席执行官克雷格·彼得森（Craig Peterson）表示，在抛售的痛苦中，担心波动性飙升将持续的投资者认为持有短期合约没有什么价值。</p><p>OptionMetrics 数据显示，周一，末日期权交易量较一个月前同日下降 26%，而非末日期权的合约交易量则跃升 42%。</p><p>彼得森表示：“用一天的期权很难对冲长期风险。我认为这才是投资者重新回归那些长期合约的真正原因。”</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>期权女巫 | 美股本周风云突变，交易员暴跌期间抛弃末日期权转头涌入长期期权</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期权女巫 | 美股本周风云突变，交易员暴跌期间抛弃末日期权转头涌入长期期权\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2024-08-08 11:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>编译自 Reuters《Traders spurn zero-day options in this week&#39;s market tumble》</em></p><p>数据显示，在本周早些时候美国股市崩盘期间，投资者避开比较流行的短期期权，转而寻求较长期限的合约来对投资进行保护，这暴露了末日期权（0DTE, Zero days to expiration）在应对持续市场波动方面的局限性。</p><p>自 2022 年推出以来，交易员们蜂拥至零日到期的 <a href=\"https://laohu8.com/S/.SPX\">标普500</a> 指数合约（即0DTE 合约），这类合约有时占 <a href=\"https://laohu8.com/S/.SPX\">标普500</a> 指数期权每日交易量的一半以上。</p><p>尽管这些合约通常被认为是交易员对短期市场走势进行投机的工具，但机构和散户也使用它们来对冲市场波动。</p><p>‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5195.0 CALL\" title=\"$SPXW 20240808 5195.0 CALL$  \" class=\"immutable-element\">$SPXW 20240808 5195.0 CALL$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5195.0 PUT\" title=\"$SPXW 20240808 5195.0 PUT$  \" class=\"immutable-element\">$SPXW 20240808 5195.0 PUT$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5200.0 CALL\" title=\"$SPXW 20240808 5200.0 CALL$  \" class=\"immutable-element\">$SPXW 20240808 5200.0 CALL$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5200.0 PUT\" title=\"$SPXW 20240808 5200.0 PUT$  \" class=\"immutable-element\">$SPXW 20240808 5200.0 PUT$  </a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fd145952634d176d3c4f34d344f21f6\" title=\"\" tg-width=\"1243\" tg-height=\"705\"/></p><p>然而，在周一，当<a href=\"https://laohu8.com/S/.SPX\">标普500</a> 下跌3%且 <a href=\"https://laohu8.com/S/VIX\">标普500波动率指数</a> （.VIX）创下四年来的最大单日涨幅后，投资者抛弃了这些合约。根据OptionMetrics的数据，末日期权在标普500期权总成交量中的占比降至26%，低于今年平均的48%水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c2334ac40be95f5fc64738898f5aac8\" title=\"\" tg-width=\"1420\" tg-height=\"1034\"/></p><p>Ballast Rock Private Wealth 投资组合经理吉姆卡罗尔 (Jim Carroll) 表示：“我们看到的情况是，人们的对冲行为从短期转向长期，他们说，‘哦，天哪，我需要一些期限较长的资产’。”</p><p>分析师将此举归咎于多种因素。波动性激增导致期权交易商将末日期权的定价提高到极高水平，以管理自身风险。市场参与者认为，这提高了长期合约的吸引力，尽管在抛售期间价格也很高，但对投资者来说更容易接受，因为它们提供的保护更持久。</p><p>OptionMetrics 量化研究主管加勒特·德西蒙 (Garrett DeSimone) 表示：“市场似乎无法在如此高的波动水平下为这些期权定价。这也解释了交易量不足的原因。”</p><p>Trade Alert 的数据显示，随着市场平静下来，短期合约交易量在抛售后的第二天反弹至约 42%。</p><p>期权研究公司 Tier 1 Alpha 的首席执行官克雷格·彼得森（Craig Peterson）表示，在抛售的痛苦中，担心波动性飙升将持续的投资者认为持有短期合约没有什么价值。</p><p>OptionMetrics 数据显示，周一，末日期权交易量较一个月前同日下降 26%，而非末日期权的合约交易量则跃升 42%。</p><p>彼得森表示：“用一天的期权很难对冲长期风险。我认为这才是投资者重新回归那些长期合约的真正原因。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/f0ad310cb0f07e9ede2411028b50352f","relate_stocks":{"VIXY":"波动率短期期货指数ETF",".SPX":"S&P 500 Index","VIX":"标普500波动率指数","SPY":"标普500ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179242446","content_text":"编译自 Reuters《Traders spurn zero-day options in this week's market tumble》数据显示，在本周早些时候美国股市崩盘期间，投资者避开比较流行的短期期权，转而寻求较长期限的合约来对投资进行保护，这暴露了末日期权（0DTE, Zero days to expiration）在应对持续市场波动方面的局限性。自 2022 年推出以来，交易员们蜂拥至零日到期的 标普500 指数合约（即0DTE 合约），这类合约有时占 标普500 指数期权每日交易量的一半以上。尽管这些合约通常被认为是交易员对短期市场走势进行投机的工具，但机构和散户也使用它们来对冲市场波动。‌$SPXW 20240808 5195.0 CALL$  ‌‌$SPXW 20240808 5195.0 PUT$  ‌‌$SPXW 20240808 5200.0 CALL$  ‌‌$SPXW 20240808 5200.0 PUT$  然而，在周一，当标普500 下跌3%且 标普500波动率指数 （.VIX）创下四年来的最大单日涨幅后，投资者抛弃了这些合约。根据OptionMetrics的数据，末日期权在标普500期权总成交量中的占比降至26%，低于今年平均的48%水平。Ballast Rock Private Wealth 投资组合经理吉姆卡罗尔 (Jim Carroll) 表示：“我们看到的情况是，人们的对冲行为从短期转向长期，他们说，‘哦，天哪，我需要一些期限较长的资产’。”分析师将此举归咎于多种因素。波动性激增导致期权交易商将末日期权的定价提高到极高水平，以管理自身风险。市场参与者认为，这提高了长期合约的吸引力，尽管在抛售期间价格也很高，但对投资者来说更容易接受，因为它们提供的保护更持久。OptionMetrics 量化研究主管加勒特·德西蒙 (Garrett DeSimone) 表示：“市场似乎无法在如此高的波动水平下为这些期权定价。这也解释了交易量不足的原因。”Trade Alert 的数据显示，随着市场平静下来，短期合约交易量在抛售后的第二天反弹至约 42%。期权研究公司 Tier 1 Alpha 的首席执行官克雷格·彼得森（Craig Peterson）表示，在抛售的痛苦中，担心波动性飙升将持续的投资者认为持有短期合约没有什么价值。OptionMetrics 数据显示，周一，末日期权交易量较一个月前同日下降 26%，而非末日期权的合约交易量则跃升 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我只要买到的股票都是寸草不生的，我要不要买点Tesla?[哇塞]","images":[{"img":"https://static.tigerbbs.com/dcdce4e7a363e1c639867a2ba93af9cf","width":"430","height":"399"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341601622483184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341056639627336,"gmtCreate":1724296069917,"gmtModify":1724296071743,"author":{"id":"4182346424956632","authorId":"4182346424956632","authorIdStr":"4182346424956632","name":"爆红的老美","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"有道理，别人不好我们好也算","listText":"有道理，别人不好我们好也算","text":"有道理，别人不好我们好也算","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341056639627336","repostId":"1160297014","repostType":2,"repost":{"id":"1160297014","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":1724290200,"share":"https://www.laohu8.com/m/news/1160297014?lang=&edition=full","pubTime":"2024-08-22 09:30","market":"us","language":"zh","title":"美联储降息能否确保美股牛市持续？以史为鉴：事情没那么简单","url":"https://stock-news.laohu8.com/highlight/detail?id=1160297014","media":"老虎资讯综合","summary":"降息后牛市一定会持续？这点尤为关键，特别是在9月美联储可能降息的预期高度升温的情况下。然而，事实是：降息并不意味着美股会自动上涨。如果降息是在收紧货币政策以对抗通胀后，为了软化货币政策而采取的策略的一部分，那么降息后出现牛市是正常的。然而，如果降息是因为经济状况恶化，旨在避免可能仍然会发生的衰退，那么情况就完全不同了。诚然，较低的贴现率可能导致估值上升，但这并不意味着科技股将始终表现优异。","content":"<html><head></head><body><ul style=\"\"><li><p>对于九月份可能降息的预期日益高涨。</p></li><li><p>随着市场开始消化降息 25 个基点的影响，我们开始探讨每个人最关心问题。</p></li><li><p>降息能否确保牛市持续？</p></li></ul><p>市场具有前瞻性，更多的是对未来预期的反应，而非仅仅对当前状况的反应。</p><p>这点尤为关键，特别是在9月美联储可能降息的预期高度升温的情况下。很多投资者希望这次降息能解决他们所有的问题。</p><p>然而，事实是：降息并不意味着美股会自动上涨。</p><p>其实，短期来看，降息有时反而会导致市场回调，因为市场可能已经将降息因素考虑在内了。因此，如果投资者一直很期待降息，那么反而可能不会出现他们预期的结果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58189fea472ed62b431918bbafa4cb31\" title=\"美股对降息的反应\" tg-width=\"768\" tg-height=\"433\"/><span>美股对降息的反应</span></p><p>问题的关键在于：“美联储为什么要降息？”如果降息是在收紧货币政策以对抗通胀后，为了软化货币政策而采取的策略的一部分，那么降息后出现牛市是正常的。</p><p>然而，如果降息是因为经济状况恶化，旨在避免可能仍然会发生的衰退，那么情况就完全不同了。</p><p>市场总是在不断变化，而投资则意味着要接受一定程度的不确定性。能更好地应对这种不确定性的人，往往随着时间的推移会看到更大的回报，而那些困在不确定性里的人，可能就不会有那么好的表现了。</p><p><strong>科技股真的会从降息中受益吗？</strong></p><p>在审视行业表现时，存在一种普遍但具有误导性的观念，即降息会自动提振科技股(NYSE:XLK)。诚然，较低的贴现率可能导致估值上升，但这并不意味着科技股将始终表现优异。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6ec0ae5aaca2c416f6a1a5cbf8ba513\" title=\"受益于降息的板块\" tg-width=\"768\" tg-height=\"252\"/><span>受益于降息的板块</span></p><p>实际上，在降息环境中，防御性行业如公用事业(NYSE:XLU)、日常消费品(NYSE:XLP)和医疗保健(NYSE:XLV)往往更能从中受益。债券市场也呈现出类似的趋势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de041be01081c361b18bc91b6f7ef76f\" title=\"债券市场反应\" tg-width=\"754\" tg-height=\"303\"/><span>债券市场反应</span></p><p><strong>结语</strong></p><p>降息政策的推出，往往让人误以为会自动对某些行业带来利好，然而，实际影响远比这复杂得多。因此，在投资领域，我们必须对那些似是而非的趋势保持警惕，因为市场走势往往并非一目了然。</p><p><em>文章源自 </em>Investing 《Do Rate Cuts Guarantee Bull Markets? History Says It’s Not That Simple》</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>美联储降息能否确保美股牛市持续？以史为鉴：事情没那么简单</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美联储降息能否确保美股牛市持续？以史为鉴：事情没那么简单\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\">2024-08-22 09:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>对于九月份可能降息的预期日益高涨。</p></li><li><p>随着市场开始消化降息 25 个基点的影响，我们开始探讨每个人最关心问题。</p></li><li><p>降息能否确保牛市持续？</p></li></ul><p>市场具有前瞻性，更多的是对未来预期的反应，而非仅仅对当前状况的反应。</p><p>这点尤为关键，特别是在9月美联储可能降息的预期高度升温的情况下。很多投资者希望这次降息能解决他们所有的问题。</p><p>然而，事实是：降息并不意味着美股会自动上涨。</p><p>其实，短期来看，降息有时反而会导致市场回调，因为市场可能已经将降息因素考虑在内了。因此，如果投资者一直很期待降息，那么反而可能不会出现他们预期的结果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58189fea472ed62b431918bbafa4cb31\" title=\"美股对降息的反应\" tg-width=\"768\" tg-height=\"433\"/><span>美股对降息的反应</span></p><p>问题的关键在于：“美联储为什么要降息？”如果降息是在收紧货币政策以对抗通胀后，为了软化货币政策而采取的策略的一部分，那么降息后出现牛市是正常的。</p><p>然而，如果降息是因为经济状况恶化，旨在避免可能仍然会发生的衰退，那么情况就完全不同了。</p><p>市场总是在不断变化，而投资则意味着要接受一定程度的不确定性。能更好地应对这种不确定性的人，往往随着时间的推移会看到更大的回报，而那些困在不确定性里的人，可能就不会有那么好的表现了。</p><p><strong>科技股真的会从降息中受益吗？</strong></p><p>在审视行业表现时，存在一种普遍但具有误导性的观念，即降息会自动提振科技股(NYSE:XLK)。诚然，较低的贴现率可能导致估值上升，但这并不意味着科技股将始终表现优异。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6ec0ae5aaca2c416f6a1a5cbf8ba513\" title=\"受益于降息的板块\" tg-width=\"768\" tg-height=\"252\"/><span>受益于降息的板块</span></p><p>实际上，在降息环境中，防御性行业如公用事业(NYSE:XLU)、日常消费品(NYSE:XLP)和医疗保健(NYSE:XLV)往往更能从中受益。债券市场也呈现出类似的趋势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de041be01081c361b18bc91b6f7ef76f\" title=\"债券市场反应\" tg-width=\"754\" tg-height=\"303\"/><span>债券市场反应</span></p><p><strong>结语</strong></p><p>降息政策的推出，往往让人误以为会自动对某些行业带来利好，然而，实际影响远比这复杂得多。因此，在投资领域，我们必须对那些似是而非的趋势保持警惕，因为市场走势往往并非一目了然。</p><p><em>文章源自 </em>Investing 《Do Rate Cuts Guarantee Bull Markets? History Says It’s Not That Simple》</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160297014","content_text":"对于九月份可能降息的预期日益高涨。随着市场开始消化降息 25 个基点的影响，我们开始探讨每个人最关心问题。降息能否确保牛市持续？市场具有前瞻性，更多的是对未来预期的反应，而非仅仅对当前状况的反应。这点尤为关键，特别是在9月美联储可能降息的预期高度升温的情况下。很多投资者希望这次降息能解决他们所有的问题。然而，事实是：降息并不意味着美股会自动上涨。其实，短期来看，降息有时反而会导致市场回调，因为市场可能已经将降息因素考虑在内了。因此，如果投资者一直很期待降息，那么反而可能不会出现他们预期的结果。美股对降息的反应问题的关键在于：“美联储为什么要降息？”如果降息是在收紧货币政策以对抗通胀后，为了软化货币政策而采取的策略的一部分，那么降息后出现牛市是正常的。然而，如果降息是因为经济状况恶化，旨在避免可能仍然会发生的衰退，那么情况就完全不同了。市场总是在不断变化，而投资则意味着要接受一定程度的不确定性。能更好地应对这种不确定性的人，往往随着时间的推移会看到更大的回报，而那些困在不确定性里的人，可能就不会有那么好的表现了。科技股真的会从降息中受益吗？在审视行业表现时，存在一种普遍但具有误导性的观念，即降息会自动提振科技股(NYSE:XLK)。诚然，较低的贴现率可能导致估值上升，但这并不意味着科技股将始终表现优异。受益于降息的板块实际上，在降息环境中，防御性行业如公用事业(NYSE:XLU)、日常消费品(NYSE:XLP)和医疗保健(NYSE:XLV)往往更能从中受益。债券市场也呈现出类似的趋势。债券市场反应结语降息政策的推出，往往让人误以为会自动对某些行业带来利好，然而，实际影响远比这复杂得多。因此，在投资领域，我们必须对那些似是而非的趋势保持警惕，因为市场走势往往并非一目了然。文章源自 Investing 《Do Rate Cuts Guarantee Bull Markets? History Says It’s Not That Simple》","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340903820632464,"gmtCreate":1724270579014,"gmtModify":1724280527009,"author":{"id":"4182346424956632","authorId":"4182346424956632","authorIdStr":"4182346424956632","name":"爆红的老美","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NDXP 20240821 19330.0 PUT\">$NDXP 20240821 19330.0 PUT$</a> 喜欢做空","listText":"<a href=\"https://laohu8.com/OPT/NDXP 20240821 19330.0 PUT\">$NDXP 20240821 19330.0 PUT$</a> 喜欢做空","text":"$NDXP 20240821 19330.0 PUT$ 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16:53","market":"hk","language":"zh","title":"网易首页无法访问，传“程序员删库跑路”","url":"https://stock-news.laohu8.com/highlight/detail?id=1125277026","media":"新浪科技","summary":"开发删库跑路。","content":"<html><head></head><body><p>8月19日下午，<strong>网友传言，网易云发生致命错误。</strong></p><p style=\"text-align: start;\">黑奇士访问网易首页 163.com，显示502错误，截图如下：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c783827da4b1fc8ab08e8194386bf945\" title=\"\" tg-width=\"338\" tg-height=\"131\"/></p><p style=\"text-align: start;\">微信群中流传着一种说法，这种错误是网易云发生了致命错误，是开发删库跑路。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40730b50fa9f3d83e22496e55bf0e070\" title=\"\" tg-width=\"1080\" tg-height=\"1024\"/></p><p style=\"text-align: start;\">黑奇士没能联系到网易相关人士，证明或证伪此种说法。</p><p style=\"text-align: start;\">根据传言，此次错误影响范围有网易全站、手机版网易和网易云音乐。不知道营收最大的网易游戏是否在影响范围之内。</p><p style=\"text-align: start;\">截至发稿时为止，网易首页仍然不能访问。</p><p>截至发稿，网易盘前跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66faafd4eaee6b67c352a630baaf9f75\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p></p></body></html>","source":"sina_tech","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>网易首页无法访问，传“程序员删库跑路”</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n网易首页无法访问，传“程序员删库跑路”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-19 16:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2024-08-19/doc-inckehue4553748.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月19日下午，网友传言，网易云发生致命错误。黑奇士访问网易首页 163.com，显示502错误，截图如下：微信群中流传着一种说法，这种错误是网易云发生了致命错误，是开发删库跑路。黑奇士没能联系到网易相关人士，证明或证伪此种说法。根据传言，此次错误影响范围有网易全站、手机版网易和网易云音乐。不知道营收最大的网易游戏是否在影响范围之内。截至发稿时为止，网易首页仍然不能访问。截至发稿，网易盘前跌超1%...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2024-08-19/doc-inckehue4553748.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24aab5ed8966e670e5723a823f6bd617","relate_stocks":{"09999":"网易-S","NTES":"网易"},"source_url":"https://finance.sina.com.cn/tech/csj/2024-08-19/doc-inckehue4553748.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125277026","content_text":"8月19日下午，网友传言，网易云发生致命错误。黑奇士访问网易首页 163.com，显示502错误，截图如下：微信群中流传着一种说法，这种错误是网易云发生了致命错误，是开发删库跑路。黑奇士没能联系到网易相关人士，证明或证伪此种说法。根据传言，此次错误影响范围有网易全站、手机版网易和网易云音乐。不知道营收最大的网易游戏是否在影响范围之内。截至发稿时为止，网易首页仍然不能访问。截至发稿，网易盘前跌超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339929098674304,"gmtCreate":1724031258812,"gmtModify":1724031260979,"author":{"id":"4182346424956632","authorId":"4182346424956632","authorIdStr":"4182346424956632","name":"爆红的老美","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"卖掉法拉第，一年一辆车太慢了","listText":"卖掉法拉第，一年一辆车太慢了","text":"卖掉法拉第，一年一辆车太慢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339929098674304","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338000499224776,"gmtCreate":1723520056979,"gmtModify":1723520058947,"author":{"id":"4182346424956632","authorId":"4182346424956632","authorIdStr":"4182346424956632","name":"爆红的老美","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"我买特斯拉涨涨涨涨","listText":"我买特斯拉涨涨涨涨","text":"我买特斯拉涨涨涨涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338000499224776","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336137347166368,"gmtCreate":1723102632194,"gmtModify":1723102634390,"author":{"id":"4182346424956632","authorId":"4182346424956632","authorIdStr":"4182346424956632","name":"爆红的老美","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"啊啊啊啊","listText":"啊啊啊啊","text":"啊啊啊啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336137347166368","repostId":"1179242446","repostType":2,"repost":{"id":"1179242446","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1723088198,"share":"https://www.laohu8.com/m/news/1179242446?lang=&edition=full","pubTime":"2024-08-08 11:36","market":"other","language":"zh","title":"期权女巫 | 美股本周风云突变，交易员暴跌期间抛弃末日期权转头涌入长期期权","url":"https://stock-news.laohu8.com/highlight/detail?id=1179242446","media":"期权女巫","summary":"自 2022 年推出以来，交易员们蜂拥至零日到期的 $标普500$ 指数合约，这类合约有时占 $标普500$ 指数期权每日交易量的一半以上。根据OptionMetrics的数据，末日期权在标普500期权总成交量中的占比降至26%，低于今年平均的48%水平。波动性激增导致期权交易商将末日期权的定价提高到极高水平，以管理自身风险。OptionMetrics 数据显示，周一，末日期权交易量较一个月前同日下降 26%，而非末日期权的合约交易量则跃升 42%。","content":"<html><head></head><body><p><em>编译自 Reuters《Traders spurn zero-day options in this week&#39;s market tumble》</em></p><p>数据显示，在本周早些时候美国股市崩盘期间，投资者避开比较流行的短期期权，转而寻求较长期限的合约来对投资进行保护，这暴露了末日期权（0DTE, Zero days to expiration）在应对持续市场波动方面的局限性。</p><p>自 2022 年推出以来，交易员们蜂拥至零日到期的 <a href=\"https://laohu8.com/S/.SPX\">标普500</a> 指数合约（即0DTE 合约），这类合约有时占 <a href=\"https://laohu8.com/S/.SPX\">标普500</a> 指数期权每日交易量的一半以上。</p><p>尽管这些合约通常被认为是交易员对短期市场走势进行投机的工具，但机构和散户也使用它们来对冲市场波动。</p><p>‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5195.0 CALL\" title=\"$SPXW 20240808 5195.0 CALL$  \" class=\"immutable-element\">$SPXW 20240808 5195.0 CALL$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5195.0 PUT\" title=\"$SPXW 20240808 5195.0 PUT$  \" class=\"immutable-element\">$SPXW 20240808 5195.0 PUT$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5200.0 CALL\" title=\"$SPXW 20240808 5200.0 CALL$  \" class=\"immutable-element\">$SPXW 20240808 5200.0 CALL$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5200.0 PUT\" title=\"$SPXW 20240808 5200.0 PUT$  \" class=\"immutable-element\">$SPXW 20240808 5200.0 PUT$  </a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fd145952634d176d3c4f34d344f21f6\" title=\"\" tg-width=\"1243\" tg-height=\"705\"/></p><p>然而，在周一，当<a href=\"https://laohu8.com/S/.SPX\">标普500</a> 下跌3%且 <a href=\"https://laohu8.com/S/VIX\">标普500波动率指数</a> （.VIX）创下四年来的最大单日涨幅后，投资者抛弃了这些合约。根据OptionMetrics的数据，末日期权在标普500期权总成交量中的占比降至26%，低于今年平均的48%水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c2334ac40be95f5fc64738898f5aac8\" title=\"\" tg-width=\"1420\" tg-height=\"1034\"/></p><p>Ballast Rock Private Wealth 投资组合经理吉姆卡罗尔 (Jim Carroll) 表示：“我们看到的情况是，人们的对冲行为从短期转向长期，他们说，‘哦，天哪，我需要一些期限较长的资产’。”</p><p>分析师将此举归咎于多种因素。波动性激增导致期权交易商将末日期权的定价提高到极高水平，以管理自身风险。市场参与者认为，这提高了长期合约的吸引力，尽管在抛售期间价格也很高，但对投资者来说更容易接受，因为它们提供的保护更持久。</p><p>OptionMetrics 量化研究主管加勒特·德西蒙 (Garrett DeSimone) 表示：“市场似乎无法在如此高的波动水平下为这些期权定价。这也解释了交易量不足的原因。”</p><p>Trade Alert 的数据显示，随着市场平静下来，短期合约交易量在抛售后的第二天反弹至约 42%。</p><p>期权研究公司 Tier 1 Alpha 的首席执行官克雷格·彼得森（Craig Peterson）表示，在抛售的痛苦中，担心波动性飙升将持续的投资者认为持有短期合约没有什么价值。</p><p>OptionMetrics 数据显示，周一，末日期权交易量较一个月前同日下降 26%，而非末日期权的合约交易量则跃升 42%。</p><p>彼得森表示：“用一天的期权很难对冲长期风险。我认为这才是投资者重新回归那些长期合约的真正原因。”</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>期权女巫 | 美股本周风云突变，交易员暴跌期间抛弃末日期权转头涌入长期期权</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期权女巫 | 美股本周风云突变，交易员暴跌期间抛弃末日期权转头涌入长期期权\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2024-08-08 11:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>编译自 Reuters《Traders spurn zero-day options in this week&#39;s market tumble》</em></p><p>数据显示，在本周早些时候美国股市崩盘期间，投资者避开比较流行的短期期权，转而寻求较长期限的合约来对投资进行保护，这暴露了末日期权（0DTE, Zero days to expiration）在应对持续市场波动方面的局限性。</p><p>自 2022 年推出以来，交易员们蜂拥至零日到期的 <a href=\"https://laohu8.com/S/.SPX\">标普500</a> 指数合约（即0DTE 合约），这类合约有时占 <a href=\"https://laohu8.com/S/.SPX\">标普500</a> 指数期权每日交易量的一半以上。</p><p>尽管这些合约通常被认为是交易员对短期市场走势进行投机的工具，但机构和散户也使用它们来对冲市场波动。</p><p>‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5195.0 CALL\" title=\"$SPXW 20240808 5195.0 CALL$  \" class=\"immutable-element\">$SPXW 20240808 5195.0 CALL$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5195.0 PUT\" title=\"$SPXW 20240808 5195.0 PUT$  \" class=\"immutable-element\">$SPXW 20240808 5195.0 PUT$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5200.0 CALL\" title=\"$SPXW 20240808 5200.0 CALL$  \" class=\"immutable-element\">$SPXW 20240808 5200.0 CALL$  </a>‌‌<a href=\"https://laohu8.com/OPT/SPXW 20240808 5200.0 PUT\" title=\"$SPXW 20240808 5200.0 PUT$  \" class=\"immutable-element\">$SPXW 20240808 5200.0 PUT$  </a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fd145952634d176d3c4f34d344f21f6\" title=\"\" tg-width=\"1243\" tg-height=\"705\"/></p><p>然而，在周一，当<a href=\"https://laohu8.com/S/.SPX\">标普500</a> 下跌3%且 <a href=\"https://laohu8.com/S/VIX\">标普500波动率指数</a> （.VIX）创下四年来的最大单日涨幅后，投资者抛弃了这些合约。根据OptionMetrics的数据，末日期权在标普500期权总成交量中的占比降至26%，低于今年平均的48%水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c2334ac40be95f5fc64738898f5aac8\" title=\"\" tg-width=\"1420\" tg-height=\"1034\"/></p><p>Ballast Rock Private Wealth 投资组合经理吉姆卡罗尔 (Jim Carroll) 表示：“我们看到的情况是，人们的对冲行为从短期转向长期，他们说，‘哦，天哪，我需要一些期限较长的资产’。”</p><p>分析师将此举归咎于多种因素。波动性激增导致期权交易商将末日期权的定价提高到极高水平，以管理自身风险。市场参与者认为，这提高了长期合约的吸引力，尽管在抛售期间价格也很高，但对投资者来说更容易接受，因为它们提供的保护更持久。</p><p>OptionMetrics 量化研究主管加勒特·德西蒙 (Garrett DeSimone) 表示：“市场似乎无法在如此高的波动水平下为这些期权定价。这也解释了交易量不足的原因。”</p><p>Trade Alert 的数据显示，随着市场平静下来，短期合约交易量在抛售后的第二天反弹至约 42%。</p><p>期权研究公司 Tier 1 Alpha 的首席执行官克雷格·彼得森（Craig Peterson）表示，在抛售的痛苦中，担心波动性飙升将持续的投资者认为持有短期合约没有什么价值。</p><p>OptionMetrics 数据显示，周一，末日期权交易量较一个月前同日下降 26%，而非末日期权的合约交易量则跃升 42%。</p><p>彼得森表示：“用一天的期权很难对冲长期风险。我认为这才是投资者重新回归那些长期合约的真正原因。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/f0ad310cb0f07e9ede2411028b50352f","relate_stocks":{"VIXY":"波动率短期期货指数ETF",".SPX":"S&P 500 Index","VIX":"标普500波动率指数","SPY":"标普500ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179242446","content_text":"编译自 Reuters《Traders spurn zero-day options in this week's market tumble》数据显示，在本周早些时候美国股市崩盘期间，投资者避开比较流行的短期期权，转而寻求较长期限的合约来对投资进行保护，这暴露了末日期权（0DTE, Zero days to expiration）在应对持续市场波动方面的局限性。自 2022 年推出以来，交易员们蜂拥至零日到期的 标普500 指数合约（即0DTE 合约），这类合约有时占 标普500 指数期权每日交易量的一半以上。尽管这些合约通常被认为是交易员对短期市场走势进行投机的工具，但机构和散户也使用它们来对冲市场波动。‌$SPXW 20240808 5195.0 CALL$  ‌‌$SPXW 20240808 5195.0 PUT$  ‌‌$SPXW 20240808 5200.0 CALL$  ‌‌$SPXW 20240808 5200.0 PUT$  然而，在周一，当标普500 下跌3%且 标普500波动率指数 （.VIX）创下四年来的最大单日涨幅后，投资者抛弃了这些合约。根据OptionMetrics的数据，末日期权在标普500期权总成交量中的占比降至26%，低于今年平均的48%水平。Ballast Rock Private Wealth 投资组合经理吉姆卡罗尔 (Jim Carroll) 表示：“我们看到的情况是，人们的对冲行为从短期转向长期，他们说，‘哦，天哪，我需要一些期限较长的资产’。”分析师将此举归咎于多种因素。波动性激增导致期权交易商将末日期权的定价提高到极高水平，以管理自身风险。市场参与者认为，这提高了长期合约的吸引力，尽管在抛售期间价格也很高，但对投资者来说更容易接受，因为它们提供的保护更持久。OptionMetrics 量化研究主管加勒特·德西蒙 (Garrett DeSimone) 表示：“市场似乎无法在如此高的波动水平下为这些期权定价。这也解释了交易量不足的原因。”Trade Alert 的数据显示，随着市场平静下来，短期合约交易量在抛售后的第二天反弹至约 42%。期权研究公司 Tier 1 Alpha 的首席执行官克雷格·彼得森（Craig Peterson）表示，在抛售的痛苦中，担心波动性飙升将持续的投资者认为持有短期合约没有什么价值。OptionMetrics 数据显示，周一，末日期权交易量较一个月前同日下降 26%，而非末日期权的合约交易量则跃升 42%。彼得森表示：“用一天的期权很难对冲长期风险。我认为这才是投资者重新回归那些长期合约的真正原因。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}