期權大單 | 空頭齊聚特斯拉,聯邦快遞營收不及預期
一、期權異動

9月23日,美股特斯拉、標普500指數基金、能源ETF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2.2、1.8、3.3倍。
特斯拉中國市場變相降價8000元
特斯拉週五下跌4.59%,報275.33美元。消息面上,近期,一份關於特斯拉車型能夠享受保險補貼的郵件在網絡流傳。郵件顯示,在9月16日-9月30日期間完成提車的車主,如選擇在特斯拉店內購買保險,可享受8000元保險補貼,補貼可直接用於減免車價。這一行爲也被市場解讀爲特斯拉“變相降價8000元”。
亞馬遜、Facebook、谷歌削減成本並凍結招聘
在大型科技公司中,亞馬遜上週的表現最差,跌幅接近8%。谷歌母公司Alphabet和Facebook母公司Meta分別下跌約4%。這三家公司都在削減成本、凍結招聘,以應對消費者需求疲軟、廣告主支出停滯,以及工資和產品生產面臨通脹壓力等多方面問題。
二、總成交量前10
美東時間9月23日(週五),由於美聯儲激進加息,美股近期持續震盪,而受到驚嚇的期權交易員正在用有史以來最快的速度買入股票看跌期權。週五,標普500指數收跌1.72%,報3693.23點,本週累計下跌4.65%。今年以來,標普500指數已經累計大跌23%,並有望創下2008年以來最差的年度表現。

期權成交量方面,前兩名爲指數ETF,其次爲特斯拉、羅素指數等。
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