期權大單 | 特斯拉、英偉達成交量激增！網約車平臺Lyft成交放大逾9倍
一、市場概況
美東時間週一，美股市場高開高走，三大股指收盤均漲超1%，投資者翹首以待1月通脹數據，從而爲他們評估貨幣政策走向提供更多依據。截至收盤，道瓊斯指數漲1.11%，報34,245.93點；標普500指數漲1.14%，報4,137.29點；納斯達克指數漲1.48%，報11,891.79點。
2月13日，美股高收益公司債、Palantir、投資級公司債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、3.1、4.5倍。
$微軟(MSFT)$隔夜收漲逾3%；消息面，公司宣佈開始向必應搜索引擎的桌面用戶推出ChatGPT功能；期權成交67.86萬張，環比前一交易日（47.66萬張合約）增加逾42%，看漲期權佔比64%，其中2023年2月17日到期的275美元行使價看漲期權的成交量特別高，成交量爲3.6萬張；
據瞭解，微軟的Windows網站“Windows Latest”涵蓋了與微軟相關的話題。根據該網站的消息，微軟向一些早期技術使用者發送了一條消息，讓他們知道ChatGPT可以在必應的桌面版中使用，而且微軟正在“積極開發”該技術的移動版。
微軟和$谷歌(GOOG)$最近都將技術和資金投入到ChatGPT等人工智能技術中。一些分析人士表示，微軟在兩家公司爭奪霸主地位的競賽中處於早期領先地位。
大數據分析公司$Palantir(PLTR)$發佈最新季度業績，盤後股價暴漲近17%；財報顯示，公司Q4營收同比增長18%，首次實現季度盈利；期權成交35.54萬張，較90日平均成交量放大逾3倍，看漲期權佔比52.1%；其中2023年2月17日到期的9美元行使價看漲期權的成交量特別高，成交量爲2.69萬張；
跨境電商平臺$ContextLogic(WISH)$股價暴漲逾37%；知名做空機構香櫞在推特上發表對該股的看漲評論；期權成交21.53萬張，較90日平均成交量放大近30倍，看漲期權佔比近90%；其中2023年2月17日到期的1美元行使價看漲期權的成交量特別高，成交量爲6.05萬張。
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