期权大单 | Meta看涨单活跃,游戏驿站成交量大增
一、期权异动

10月31日,美股Meta、ewz、PBR等标的出现了期权成交量上的较大变化,分别为日常成交量的2.4、5、3.3倍。
扎克伯格麻烦缠身 Meta能否超跌反弹
Meta Platforms的期权交易量攀上了第三的“高位”,仅次于两大指数。查询可见,Meta的活跃成交多是短期合约,看涨期权交易量明显多于看跌期权。周内到期的看涨合约行权价在93-105美元之间,截至周一收盘,Meta正股报93.16美元。
消息面上,Meta三季度净利同比大跌52%,连续四个季度下滑。上周四,摩根士丹利有史以来第一次下调了Meta的评级,将目标价下调近一半至每股105美元。Cowen、KeyBanc也首次下调对Meta的股票评级。
此外,扎克伯格在元宇宙项目上持续高投入,但基本见不到效果,这引发了股东的不满。Meta长期股东Altimeter Capital呼吁该公司将工资成本削减至少20%,并将每年元宇宙的支出限制在50亿美元以内。
二、总成交量前10
周一,美股三大指数集体收低。截至收盘,纳斯达克指数跌幅为1.03%,10月累计上涨3.9%;道琼斯指数跌幅为0.39%,10月累计上涨13.95%;标普500指数跌幅为0.75%,10月累计上涨7.99%。

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