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期權大單 | 蘋果手機出貨量下降,Meta計劃本週開始大規模裁員
uSMART盈立智投 11-07 16:50

一、期權異動

11月4日,美股特斯拉、Apple、亞馬遜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1.9、1.9、2.2倍。

iPhone 14 Pro和iPhone 14 Pro Max的出貨量會暫時下降

蘋果指出,因受新冠疫情封控的影響,其新款手機iPhone 14 Pro和iPhone 14 Pro Max的出貨量會暫時下降。由於中國鄭州組裝工廠的產能限制,預計該兩款手機的出貨量將低於公司預期,且客戶需要等待更長的時間才能收到新產品。蘋果稱,其正在與供應商合作,以恢復正常的生產水平。但蘋果官方並沒有給出更多具體細節。截至上週五美股收盤,本月以來,蘋果股價已經下跌近10%。

Meta計劃本週開始大規模裁員

美國社交媒體巨頭Meta計劃本週開始大規模裁員,將影響數千名員工,最早將於本週三宣佈。對於Meta來說,目前正面臨着多方面的逆風:全球經濟增長放緩、來自TikTok等對手的競爭加劇、蘋果公司的隱私政策變化、外界對元世界大規模支出的擔憂以及無處不在的監管威脅。正因此,市場對於Meta公司的前景擔憂不斷加劇,股價也持續下挫。

二、總成交量前10

美東時間11月4日(週五),美股三大指數集體收漲,標普收漲1.36%報3770.55點,納指收漲1.28%報10475.25點,道指收漲1.26%報32403.22點。

大型科技股漲跌不一,(按市值排列)蘋果跌0.19%,微軟漲3.33%,谷歌漲3.84%,亞馬遜漲1.88%,特斯拉跌3.64%;熱門中概股集體走高,嗶哩嗶哩漲22.88%,蔚來漲17.51%,小鵬汽車漲14.87%,京東漲9.74%,理想汽車漲9.31%,百度漲9.02%,新東方漲8.89%,拼多多漲8.64%,阿裏巴巴漲7.05%。

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