[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio36c9955c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio36c9955c","英特尔暴跌近29%，两笔千万美元大单怎么选边？","\u002Fdoc\u002Fdcio36c9955c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>一天跌掉近三成，英特尔最让持有者难受的地方，是上季度业绩明明不错，市场却直接按下一季度重新定价。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>PC\u003Cspan>需求疲弱、制造环节受阻，加上扩产仍需大量资金，让此前已经大涨的股价失去了支撑。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这轮下跌，反映的是投资者开始怀疑：服务器需求再强，能不能及时补上其他业务的压力？此前为复苏支付的高价格，还站不站得住？\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>就在这个时候，\u003C\u002Fspan>StockWe\u003Cspan>捕捉到了两笔方向看起来截然不同的大单。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第一笔是看涨期权。\u003C\u002Fspan>10\u003Cspan>月\u003C\u002Fspan>30\u003Cspan>日\u003C\u002Fspan>12:28:09\u003Cspan>，\u003C\u002Fspan>41,000\u003Cspan>张\u003C\u002Fspan>2027\u003Cspan>年\u003C\u002Fspan>1\u003Cspan>月到期、\u003C\u002Fspan>55\u003Cspan>美元行权价的\u003C\u002Fspan>Call\u003Cspan>成交，权利金约\u003C\u002Fspan>5330\u003Cspan>万美元，当时股价\u003C\u002Fspan>64.89\u003Cspan>美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这类深度实值\u003C\u002Fspan>Call\u003Cspan>，对股价反弹更敏感。它提供了一条明确的线索：暴跌之后，仍有交易者愿意承接上涨敞口，参与后续修复。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>第二笔则是\u003C\u002Fspan>Put\u003Cspan>。当天\u003C\u002Fspan>10:19:06\u003Cspan>，\u003C\u002Fspan>5,045\u003Cspan>张同样在\u003C\u002Fspan>2027\u003Cspan>年\u003C\u002Fspan>1\u003Cspan>月到期、\u003C\u002Fspan>120\u003Cspan>美元行权价的看跌期权成交，权利金约\u003C\u002Fspan>2745\u003Cspan>万美元，当时股价\u003C\u002Fspan>65.86\u003Cspan>美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这笔交易增加的是下跌保护，可能用于对冲已有股票持仓，也可能押注跌势延续。它与前面的\u003C\u002Fspan>Call\u003Cspan>买单形成了鲜明对照：一边参与暴跌后的反弹，一边为继续下跌做准备。资金对英特尔的后市判断，显然还没有达成一致。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这两笔订单放在一起，提醒我们别把大跌后的成交简单理解成“有人抄底，所以见底了”。同样的价格，有人交易反弹，也有人调整风险，甚至可能只是原有组合的平仓和换仓。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网认为，英特尔现在更适合按反弹交易观察，还不到重新确认长期复苏的时候。跌幅够大，可以吸引短线资金；但要让资金愿意长期留下，公司必须证明盈利预期不会继续下修。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>了解三日观察法则，先等股价消化抛压，再看后续盈利预期能否稳住。\u003C\u002Fspan>5330\u003Cspan>万美元\u003C\u002Fspan>Call\u003Cspan>值得跟踪，却不能替我们回答最关键的问题：这次业绩落差，究竟是一次暂时受阻，还是复苏比市场原先想的更慢。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>$INTC 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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\" 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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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","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"]