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2日,美股亞馬遜、Meta、AMD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3.2、3.3、2.1倍。
消息面上,據美國投行傑富瑞的統計,自10月24日開始的一週內,iPhone在中國的銷量暴跌27%,而這已是iPhone銷量連續第三週大幅下滑,可能預示着蘋果公司將面臨更大的挑戰。
部分投資者仍在押注科技股的下跌行情。但是,也有好消息——根據研究機構Vanda Research的統計,上週五流入亞馬遜的散戶資金達到了創紀錄的2.92億美元,“散戶在本週的購買速度仍高於該公司股票買入速度的歷史平均水平,”Iachini在報告中寫道。“在他們看來,大型科技股的拋售爲‘逢低買入’的機遇,而非投降時刻。”
週三,美聯儲主席鮑威爾再度發表“鷹味濃厚”的講話,表示:“自上次會議以來公佈的一系列新數據表明,終端利率水平將高於此前的預期。”FOMC還在其聲明中還補充了新的措辭,稱可能有必要“持續加息”,使利率達到“足以把通脹率逐步恢復到2%”的水平。在這種情況下,科技股顯然成爲美股的“風暴口”,多空以不同形式進行激烈的博弈。
二、總成交量前10
11月3日週三,美聯儲宣佈加息75個基點,鮑威爾稱將繼續加息,美國經濟軟着陸的概率變小。美股三大指數收跌,納指跌超3%,龍頭科技股普跌。

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