[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioef1589cd":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioef1589cd","看涨情绪高涨！半导体板块重挫之际-英伟达(NVDA)获期权资金大举押注","\u002Fdoc\u002Fdcioef1589cd","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，在半导体板块整体承压之际，AI芯片龙头英伟达(NVDA)却展现出较强韧性。尽管跟踪半导体板块的VanEck Semiconductor ETF(SMH)周二一度下跌约5%，英伟达股价仍成功翻红，显示资金对其后市依然保持乐观。截至收盘，英伟达收涨0.71%，报196.93美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此前一天，研究机构SemiAnalysis发布报告称，英伟达下一代Kyber AI服务器机架量产进度较原计划落后至少一年。不过，英伟达随后对相关报道予以否认，市场情绪并未因此明显恶化。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">目前，英伟达股价徘徊在每股200美元附近，自5月创下历史高点以来累计回落约17%，年内涨幅约4%。与此同时，随着AI投资主线扩散，市场资金近期更多流向存储芯片等细分领域。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，从期权市场来看，投资者对英伟达的看涨情绪依然明显强于整个半导体板块。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">ThinkorSwim数据显示，周二英伟达期权成交量超过220万张，其中看涨期权成交超过150万张，而看跌期权不足69万张；从主动买盘来看，看涨期权买入数量也超过看跌期权的两倍。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">相比之下，SMH ETF的期权交易则明显偏向防御。数据显示，投资者买入约3.3万张看跌期权，而看涨期权买盘仅约7300张，看跌期权买盘规模接近看涨期权的四倍，反映市场对整个半导体板块仍保持谨慎态度。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">事实上，这一现象自周一便已出现。在英伟达回应Kyber服务器延迟传闻后，公司期权市场成交显著偏向看涨方向。当日，看涨期权成交量超过看跌期权两倍，约6亿美元的期权成交权利金中，近三分之二流向看涨期权。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得注意的是，市场还出现一笔大额交易。一名投资者疑似累计投入约350万美元，买入7月底到期、执行价为200美元的看涨期权。按照成交价格计算，英伟达股价仍需较买入时上涨约5.5%，该笔交易才能实现盈亏平衡。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">截至目前，市场交投最活跃的前五大期权合约全部为即将到期的看涨期权。其中，执行价200美元的看涨期权最受欢迎，单日成交量接近17万张，对应权利金约1100万美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析人士认为，在半导体板块整体回调背景下，英伟达期权市场持续涌现的看涨资金，反映部分投资者仍押注公司股价有望重新站上200美元关口，并开启新一轮上涨行情。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]