期權大單 | 中國大盤股ETF成交躍升，嗶哩嗶哩、拼多多成交活躍
一、期權異動
11月30日，美股阿裏巴巴、蔚來汽車、中概互聯網指數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3.1、3.1、3.8倍。
SPY的總成交量明顯放大。據媒體報道，週三在鮑威爾發言後，交易員開始買入標普500指數看漲期權，並賣出看跌期權，推動了美股昨日的大漲。
其中，有交易員花了3600萬美元購買了2萬份今年12月30日到期的看漲期權，行權位置爲4175點；另一筆交易購買了7000份年底到期的看漲價格，行權位置爲4150點，每份合約的成本約爲21.60美元。
在樂觀的投資者看來，市場的不確定性正在降低，芝加哥期權交易所波動指數VIX自10月12日飆升至34.53後，上週已降至近20附近。
週三，阿裏巴巴出現了幾筆價值超過1億美元的訂單。12月16日到期的75美元的看跌期權的成交量尤其高，有67,970份合約交易。阿裏股價週三收漲超10%，11月大漲38%。作爲中概股的標杆龍頭，阿裏一定程度上承擔了風向標的作用，期權大單的出現，使我們更加關注它在12月份的動向。
消息面上，亞馬遜近期戰績還不錯，公司宣佈感恩節到“網絡星期一”五天節日購物季的銷售規模爲史上最大，消費者在這段時間裏購買了上億件商品。而亞馬遜首席執行官Jassy稱，要精簡和削減成本，繼續進行基礎設施的擴張。
自2021年11月漲到峯值以來，亞馬遜的股價已經下跌了約50%，在此過程中損失了近1萬億美元的市值。不過要注意的是，亞馬遜在2008年中深達56%的下跌，爲隨後12個月270%的上漲奠定了基礎。雖然過去的表現並不能擔保未來，但考慮到亞馬遜在雲計算和電商領域的主導地位，股價大幅反彈的可能性不容忽視。
二、總成交量前10
11月30日，美股全線上漲，納斯達克指數漲超4%。美國三季度GDP增長2.9%，超過預期。更令市場激動的是，美聯儲主席鮑威爾表示可能會從12月開始放緩加息步伐。
期權市場方面，週三的合約總成交量爲45,872,740份，較前一個交易日上漲了62%。押注中國和新興市場的期權交易活動非常熱門。特斯拉、亞馬遜和阿裏巴巴收到了幾筆價值超過1億美元的訂單。蔚來、小鵬汽車也看到了不尋常的期權交易活動。
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