期權大單 | 迪士尼期權成交量暴增2.5倍,谷歌打響AI反擊戰
一、市場概覽
美東時間5月10日,美股週三收盤漲跌不一,道瓊斯指數跌0.09%,納斯達克指數漲1.04%,標普500指數漲0.45%。
週三,期權市場總成交量達42,048,675張合約,其中,看漲期權佔比52%。

標普指數ETF-SPY期權成交970.7萬張合約,其中,看跌期權佔比50%。
谷歌A隔夜漲超4%,期權合約成交89.53萬張,較90日平均成交量擴大2.1倍,其中看漲期權佔全部期權交易的69%;消息方面:5月10日舉行的谷歌年度開發者大會Google I/O 2023上,谷歌亮出了人工智能(AI)領域開發的最新成果。本次谷歌正式發佈新的通用大語言模型PaLM 2。同時,谷歌發佈,旗下產品廣泛應用AI技術的功能,從文檔等各種協作工具、到電郵、搜索、雲等各種服務一網打盡,讓新型大模型支持的AI功能在各種產品中全面結合。

AMD隔夜漲超2%,期權合約成交100.3萬張,較90日平均成交量擴大2倍,其中看漲期權佔全部期權交易的63%。
愛彼迎隔夜跌超10%,期權合約成交34.78萬張,較90日平均成交量擴大6.2倍,其中看跌期權佔全部期權交易的59%。
迪士尼隔夜下跌1%,該公司盤後公佈了第二財季,迪士尼流媒體虧損大幅收窄但訂戶數遜於預期,受此消息影響,該股盤後跌超4%;迪士尼期權合約成交30.41萬張,較90日平均成交量擴大2.5倍。
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