期權大單 | 福特汽車“爆雷”，交易員大舉買入短期期權
一、期權異動
9月16日，美股聯邦快遞、投資級公司債、奈飛、三倍做空納斯達克等標的出現了期權成交量上的較大變化，分別爲日常成交量的12.1、3.7、2.5、1.9倍。
福特汽車“爆雷”
週二，擁有百年曆史的美國老牌車廠福特汽車暴跌超12%，創2011年1月份以來最大單日跌幅，市值蒸發約70億美元。
此前福特披露，由於缺少某些部件，預計第三季度末約4萬-4.5萬輛汽車的交付被影響。福特預計第三季度EBIT爲14-17億美元，低於市場普遍預期的30億美元，但該公司維持其全年預期。另外，第三季度與通脹相關的供應商成本將比最初預期高出約10美元。高盛分析師Mark Delaney對福特第三季度的業績指引表示驚訝，因爲外界認爲福特已在供應鏈瓶頸問題上取得進展。
交易員大舉買入短期期權
近期美股市場每日的劇烈波動如此常見，以至於期權交易員正在以後疫情時代前所未有的速度大舉進行短期押注。根據量化交易巨頭 Susquehanna International Group 的數據，在過去一個月裏，與追蹤標普 500 指數的最大 ETF(SPY.US) 相關的、在一週內到期的衍生品合約日均交易量飆升至至少 2020 年初以來的最高水平。相比之下，長期合約的交易大多放緩或停滯。
很難說這些短期押注是方向性的賭注還是爲了對衝。但對此時此刻的高度關注可能反映出，在市場走弱之際，投資者對交易較長期期權缺乏信心，再加上上週令人震驚的通脹數據等所有影響市場的事態發展，這是交易員縮短投資期限的好辦法。
二、總成交量前10
美東時間9月20日（週二），美股收跌。美聯儲從週二開始召開爲期兩天的9月貨幣政策會議。市場普遍預計該機構將至少加息75個基點，並擔心其激進貨幣政策可能引發經濟衰退。美債拋售加劇，收益率持續攀升。截至收盤，納斯達克指數跌幅爲0.95%；道瓊斯指數跌幅爲1.01%；標普500指數跌幅爲1.13%。
期權成交量方面，前兩名爲指數ETF，其次爲蘋果、特斯拉、羅素指數等。
亞馬遜週二下跌1.98%，報122.19美元。消息方面：亞馬遜旗下的航空貨運業務增速最近創下了疫情以來的新低，這從另外一個側面顯示出這家電商巨頭正在主動調整、適應日益低迷的網購需求。
英偉達消息方面：英偉達發佈40系旗艦顯卡：搭檔臺積電，表現較前一代提高2-4倍。
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