semi 回调看开始

本帖于 2026-05-11 18:45:25 时间, 由普通用户 arewethereyet 编辑

Important (Just In)

$MU MU shows significant options changes

Large volume of calls being closed out

While puts surge broadly, climbing from 7m at open to 70m

Must pay extra attention to the overall storage sector fund outflows today

This could have a fairly significant impact on the entire storage market

所有跟帖: 

拿钱去炒nvda 和 lite 了 -hahaha2025- 给 hahaha2025 发送悄悄话 (0 bytes) () 05/11/2026 postreply 19:13:46

今天很多人买了spy qqq 的call,听说,我不会查 -hahaha2025- 给 hahaha2025 发送悄悄话 (0 bytes) () 05/11/2026 postreply 19:18:43

MU 卖call和买put的明显增多,不过敢买这头疯牛put的,的确需要胆量,钱多的不在乎那种 -扫地僧人- 给 扫地僧人 发送悄悄话 (1224 bytes) () 05/11/2026 postreply 19:22:20

Put可能看空也可能是hedging,很难从这数据判断 -lionhill- 给 lionhill 发送悄悄话 lionhill 的博客首页 (3427 bytes) () 05/11/2026 postreply 19:36:00

多谢!可以卖了? -LvNordstrom2- 给 LvNordstrom2 发送悄悄话 (0 bytes) () 05/11/2026 postreply 19:42:36

这个周5是Opex day, 目前Customer 主要是buy call and buy put -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (141 bytes) () 05/11/2026 postreply 19:46:38

VIX 连续4天上涨,也说明市场在price in increased volatility -三心三意- 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 05/11/2026 postreply 19:49:40

大家都等着回调好进货 就难有大的回调 刚才夜盘跌那么多 心痛买不了 现在回来大半了 -btcgo2026- 给 btcgo2026 发送悄悄话 (0 bytes) () 05/11/2026 postreply 20:02:06

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