期權大單 | 亞馬遜退出“萬億俱樂部”,AMD向上趨勢有望
一、期權異動

11月1日,美股亞馬遜、Meta、Uber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1.8、2.3、3.5倍。
亞馬遜退出“萬億美元俱樂部”,“陣痛”本週結束?
週二,亞馬遜大跌5.52%,連續第五天下跌,收於自2020年4月以來的最低水平,幾乎抹去了在疫情流行時期所有的市值飆升。亞馬遜市值自2020年4月以來首次低於1萬億美元。與其他大型科技公司一樣,由於經濟下滑、通脹飆升和利率上升,亞馬遜今年一直在苦苦掙扎。而因消費者已逐漸返回線下購物,亞馬遜在新冠疫情期間急劇擴張後被迫縮減規模。
財報給力 AMD向上趨勢有望
北京時間11月2日早間,AMD公佈了2022年第三季度財報數據:Q3營收爲56億美元,分析師預期約55.9億美元,調整後每股收益(EPS)爲67美分,彭博統計的分析師預期爲65美分。公司表示進軍利潤豐厚的服務器芯片市場將繼續提振其財務狀況。
二、總成交量前10
美股週二收跌。美聯儲從開始召開爲期兩天的貨幣政策會議,市場預計美聯儲將逐漸放緩加息步伐。投資者繼續關注美企財報表現。截至收盤,納斯達克指數跌幅爲0.89%;道瓊斯指數跌幅爲0.24%;標普500指數跌幅爲0.41%。

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