Option Block 1480：美国 250 与 KLAR 的复仇！！！！

如果成交量继续保持这个势头，他们很可能在节目结束前就达到这个数字，最多也就晚一点点。

They could hit that not quite by the end of the show probably, but not that far beyond it if this volume continues.

顺便说一句，我们平时不太盯期权成交，因为通常都是价外期权在主导交易，不过这次是价内期权在发力。

By the way, we don't check the queues very often because it's usually out of the money calls that are dominating the tape or, in this case, in the money calls.

差不多就是这么个情况。

That's pretty much what it is.

今天早上这些还都是价外期权呢。

These were out of the money this morning.

现在变成价内期权了，715行权价的期权今天涨了21.4万倍。

Now in the money calls, it's the 7 fifteens going up 214,000 times today.

平均价格差不多在3美元左右，稍微差一点，大概2.9美元。

Average price, Little bit shy of $3 right around $2.90.

如果你好奇的话，现在Q的报价大概在7.15美元上方徘徊。

If you're wondering, the Q's hanging out a little bit north of $7.15 right now.

Q就像往常一样，纳斯达克一直带头往上冲，也带头往下砸，成交量完全跟得上这个节奏。

So the Q's, as they are want to do, NASDAQ has been, has been leading this dance to the upside and to the downside, and the volume is reflecting that.

现在来看看个股，这正是大家现在最关心的部分。

Now out to single names, that's where a lot of you are interested right now.

个股的成交量有没有跟上这波火热的行情？

Is the volume in single names reflecting all this hot, hot action?

是的。

Yeah.

答案是，成交量还算不错。

The answer is it's decent.

这已经远远超出一般水平了。

It's more than respectable.

这点我得承认。

I will give it that.

我刚重新核对了一下，确保数据是最新的，目前正好是四十万张合约。

We are at I just re racked it to make sure we have up to the second numbers, and we have exactly 400,000 contracts.

今天想挤进前十，就得达到这个量。

That's what it cost to break into the top 10 today.

这就让我们回到了老朋友SpaceX。

It gets us to our old pal, SpaceX.

SpaceX昨天从第三名跌到了第七名。

SpaceX fallen from number three to number seven yesterday.

现在排在第十位。

Right now, number 10.

真是风水轮流转啊。

Oh, how the mighty have fallen.

今天估值又跌了大约三亿美元，目前徘徊在15.1亿美元上方，跌幅约2.75%。

Also falling in terms of valuation off another $3 or so today, hanging out a little bit north of $1.51 right now off about two and three quarters.

今天最低曾跌到1.50美元，今天早上又正好在1.50美元这个位置反弹回来。

Got as low today as, yeah, $1.50 again, bounced off the $1.50 strike pretty much exactly again this morning.

他们总想试探一下IPO的开盘价。

So they they keep wanting to test that, IPO open price.

他们确实突破过那个价位。

They broke through it.

他们最近跌到了1.47美元，所以你本有机会比IPO当天的开盘价卖得更好，现在又快回到那个水平了。

They got to $1.47 recently, so you had an opportunity to do better than the open on the IPO day and getting close to it again.

挺有意思的情况。

So interesting stuff.

SpaceX的合约数量正好是40万手，给排在第十位的听众们做个参考。

SpaceX exactly 400,000 contracts on the tape for the number 10 spot listeners.

第九名是英特尔，目前报价在132.15美元左右。

Number nine, we're going out to Intel one thirty two fifteen is where Intel's hanging out.

刚又调了一下，现在略低于132美元，报在131.94美元。

Actually, just re racked it right now a little bit shy of one thirty two, now one thirty one ninety four.

涨了整整30美分。

Up a whopping 30¢.

所以你看，Micron这边这么热闹，麦克叔叔说得没错。

So, you know, all this euphoria with Micron, uncle Mike is correct.

但现在，这种热潮还没怎么传导到其他科技、芯片类的股票上。

We're not seeing that really carry over right now into a lot of the other tech and chip and related names out there.

英特尔，交易代码是9453。

Intel, number 9453 on the tape for them.

第八名，我有点犹豫要不要提这个，因为咱们节目里有位嘉宾持有这家公司35%的股份。

Number eight, oh, I hesitate to bring this one up because we do have someone on the show who is a 35% owner of the stock.

这家公司当然是Palantir。

This is, of course, Palantir.

他们完全没受到美光情绪的影响。

They're not feeling the Micron euphoria at all.

虽然他们和美光也没多大关系，但通常绿盘一涨，其他股都跟着涨，Palantir却跌得厉害，从6.35美元一路下滑，现在只在1.07美元上下浮动。

Not that they're really that related to Micron, but nonetheless, green on the screen usually carries across the board Palantir getting shellacked off $6.35, trading a little bit north of $1.00 7 right now.

这水平我们好一阵子没见过了。

So that's a level we haven't seen in, in some time.

我们来看看。

Let's see.

上一次跌到平价行权位，是什么时候了？

When's the last time we even got down to the par strike?

今年还没出现过。

It has not been this year.

这点毫无疑问。

That's for sure.

就连往前推一年都没到过，去年七月我们最低到过1.30，差不多就是一年前的事了。

It hasn't been even going back a calendar year, the lowest we were July of a year ago, so almost exactly a year ago, we were down at one thirty.

要回到那么低的平价水平，得往前追溯很久了。

So you gotta go back a ways to get down to the par strike.

你真得回溯到那时候了，我也是这么想的。

You really have to go to, yeah, that's what I thought.

那是关税风波的时候。

It was the tariff tantrum.

之后短暂跌破了平价，跌到过七十几，但马上又反弹回来了。

Then they broke the par strike, briefly got down to the mid seventies, and then turned right back around.

过了几轮交易后，股价又回到了100以上。

A few sessions later, they were north of 100 again.

所以目前巴兰蒂尔的股价正逼近2025年4月的水平。

So we are flirting with, close to April 2025 levels here in Palantir.

不管怎样，交易记录上显示的是8点498。

Either way, number eight, four ninety eight on the tape.

我现在先跳过巴兰蒂尔，除非迈克叔叔又因为我提到思科而生我的气。

I'll move away from Palantir now unless uncle Mike get mad at me like he does whenever I bring up Cisco.

他到现在提起这事还觉得不爽。

He still has pain on that one.

第七，亚马逊，2018年2月28日。

Number seven, Amazon, 02/28/2018.

当时才刚过六美元，大概六块二五左右。

Awful little over $6, about 6 and a quarter.

所以现在市场开始盯上亚马逊了。

So they are coming for the Amazonians.

对不少科技股来说，情况依然没什么起色。

Again, no joy for a lot of the broader tech names out there.

第七笔，565美元，成交记录上显示。

Number seven, five sixty five on the tape.

第六笔，微软。

Number six, mister softy.

今天Micron炒作起来之后，大家还买微软吗？

Do they love Microsoft today in the wake of Micron hype?

答案是不买。

The answer is no.

Micron的炒作好像只集中在这一只股票上。

Micron hype seems to be very, isolated to one name.

微软跌了13.85美元，将近4%，现在交易价是3.516美元。

Micron Microsoft off $13.85 or nearly 4% trading $3.51 60 right now.

所以今天微软也跟着跌了。

So they are they are coming from mister Softee today.

不过成交合约接近六十万，今天到目前为止还挺活跃的。

Nearly 600,000 contracts on the tape, though, so a pretty active day so far.

至于Mister Softee，还是保持在M Tech这个名称范围内。

For mister softy, keeping it in M Tech name.

这个呢，你知道的，我一手给Mike来一记重击，另一手马上给个甜头，因为我给他的是策略股，也就是MSTR，另一个M Tech概念股，今天表现可不怎么样。

Now this one, you know, I hit uncle Mike with one hand, then I reward him with a treat in the other because I give him strategy, aka MSTR, another M Tech name, not having a good day today.

今天又跌了8美元，差不多8.5%，现在交易价是86.17美元。

Off another $8 today or eight and a half percent trading $86.17.

再说一个名字，它的价位已经跌到很久没见过的水平了。

Talk about another name that is hitting levels we have not seen in in quite some time.

昨天在《热门期权报告》里我们刚聊过这个。

We were talking about this yesterday on the hot options report.

你得回溯到2024年初，才能找到策略股价格低于行权价的时候。

You have to go all the way back to pretty much the beginning of twenty twenty four to find a price level below the par strike for strategy.

自那以后，它的股价基本一直在高空盘旋，现在可算是有人来追了。

It's been pretty much pun intended in the stratosphere ever since, and now they are coming for it.

现在越来越让人怀疑，这会不会真的拖着比特币一路下行，连整个加密市场都被带垮。

It is really starting to become an open question if this is really going to, to drag on Bitcoin going forward and drag the whole crypto sector down with it.

我知道比尔先生周一在加密货币简报里提到，他很喜欢现在比特币持仓和策略的折价水平。

I know mister Bill was on the crypto rundown on Monday saying he liked the discount level that you're getting to the Bitcoin holdings and strategy right now.

如果你周一觉得这价格不错，那今天你肯定更心动了——这一周下来，折价幅度已经扩大到26%，现在是31点左右。

Well, if you liked it on Monday, you gotta love it today because that discount this thing is down 26% over the past week, 31 handle.

这周他们对MSTR可是毫不留情，双管齐下啊。

I mean, they are they are unloading both barrels on MSTR this week.

交易量排第五，606手。

Number five, six zero six on the tape.

接着就冲到第四了。

Then we jump to number four.

你可能会以为这股票在成交量榜单上应该更靠前，而不是在价格上这么突出。

You might be forgiven for expecting this name to be higher in the volume rankings, not higher in the price.

这只股票的股价高得离谱。

The stock is astronomical.

目前是1228美元，涨了将近180点，接近17%。

It's Micron twelve twenty eight right now, up nearly a 180 handles or 17%.

天哪。

My goodness.

话说回来，这真是典型的追高回落。

That said, talk about fading the first move.

开盘时股价刚冲到十二块五左右，马上就被打压到十一块五以下，大概十一块三左右，结果转头又涨了回来。

They got out of the gate right around twelve and a half, then immediately got shellacked down to about 11 and a half, a little bit below, $11.30 something, and then turned right around again.

就连这个眼下最受关注的股票，也玩了一手虚晃一枪。

So there was a bit of a head fake even in this name, the one that's making all the news right now.

真是够疯狂的。

So kinda wild stuff.

显然，这个通胀数据吓坏了不少人。

Obviously, that inflation number spooking a lot of people out there.

第四名，美光，成交量一百零八万。

Number four, Micron, 1,080,000.

要是你前段时间股价还没到八块的时候就押了十二块的看涨期权，现在短短几周就涨了百分之五十。

So if you had the 1,200 calls on your bingo card when we were below 800 not that long ago, it's like 50% rally in a stock in just a few weeks.

那在朋友们之间算什么情况？

What's that amongst friends out there?

排第四的是美光，成交了108万份合约。

At number four, it's Micron, one point o 8 million contracts.

排第三的是特斯拉。

Number three, it's Tesla.

尽管经历了调查风波和一堆负面新闻，还是有人不断涌进来买。

They continue to come for this one on the heels of that crash investigation, a bunch of other negative headlines.

今天从1.25美元涨到3.75美元。

Off a buck and a quarter today, trading $3.74 and a quarter.

排第三的，成交量达到117万份。

Good for number three, 1,170,000.

排第二的是什么？今天能超越特斯拉和美光，拿下第二名的会是哪个？

Number two, what could unseat Tesla and Micron and everything else today and take the number two spot?

就是那个做水果的公司。

It's the fruit company.

苹果。

Apple.

他们的感受正好相反。

They are feeling the opposite.

他们感受到的，正是美光那种热情的反面。

They are feeling the opposite of the love of Micron.

大家都抢着买美光的产品，可谁来买单呢？

All that joy everyone's buying Micron stuff, guess who's gotta buy it?

像苹果这样的公司，今天就完全没得到这种青睐。

Names like Apple, and they're not feeling the love today.

跌了2.77美元，从5.25美元跌下来，跌幅15.3%。

$2.77 88 off 5 and a quarter or 15.3%.

他们把从闪迪、美光这些供应商那儿拿到的内存成本，全转嫁到了价格上。

They are passing along these ram prices that they're getting from names like Sandisk and Micron and all these other names out there.

结果，股价被狠狠打压了一番。

And as a result, stock taken a pummeling out there off.

盘中一度跌超百分之六。

It was off over 6% at one point earlier in the session.

所以现在目标转向苹果了。

So they're coming for Apple.

第二，一百三十三万。

Number two, one 330,000.

大龙头依然是英伟达，但英伟达今天能趁着美光的热潮反弹一点吗？

I mean, the big dog still is NVIDIA, but is NVIDIA managing to salvage some green today in the wake of Micron Euphoria?

答案是不能。

The answer is no.

目前股价在1.95美元左右。

$1.95 is where it's trading right now.

跌了将近4美元，差不多两个百分点。

Off nearly $4 or about 2%.

现在轮到英伟达了。

They're coming for NVIDIA.

不过今天早上，它一度跌到接近1.92美元，之后才稍微回升了一点。

That said, it got down to a little bit north of $1.92 this morning before recovering a little bit.

英伟达也从2.36美元的高点大幅回落，甚至低于它此前长期的高点2.12美元。

NVIDIA also well off its highs of $2.36 and even off its longer term high of $2.12.

英伟达现在稍微有点回调。

NVIDIA retreating a wee bit out there.

英伟达的成交量达到了220万手。

2,200,000 contracts on the tape for NVIDIA.

财报季来了，大家都在赶在下周假期前撤出仓位。

Earnings, obviously, people trying to get out of the way of the holiday next week.

昨晚盘后最重磅的当然是美光科技的财报。

The big one, obviously, was Micron last night after the bell.

除非你对昨晚盘后或者今早盘前的携程特别兴奋，不然我们今天主要看的是达登餐饮。

Unless you're really excited about trip.com after the bell last night as well or this morning before the bell, We had Darden Restaurants.

还有香料公司McCormick的财报。

We had McCormick Spices.

我们还看了黑莓。

We had Blackberry.

它现在比以前更有意思了。

They're becoming a slightly more interesting name than they were.

当然，这周早些时候我们还看了联邦快递和嘉年华。

Of course, earlier in the week, had FedEx and we had Carnival.

今晚盘后，联邦快递的货运业务也会公布业绩。

We have FedEx Freight, the other part of FedEx after the bell tonight as well.

如果你想了解最新的业绩变动、结果和财报季分析，可以自己去查一查。

If you wanna check some updated earnings move, earnings move results, and earnings season reports, you can go do that.

顺便说一下，如果你在想知道美光的业绩有没有达到预期的话。

By the way, if you're wondering how did Micron perform compared to expectations?

其实还挺让人意外的。

Kind of surprising, actually.

我刚看到那边ORATs团队发来的最新数据。

I'm looking at the numbers right now, hot off the presses from our friends over there in ORATs land.

当时我们做这份报告的时候，股价是今天早些时候的水平。

And the stock, when we ran this report, this is earlier this morning.

显然，现在股价涨跌得厉害。

Obviously, the stock is moving all over the effing place right now.

但那时候股价是11.61美元，几乎和跨式期权的定价完全一致。

But at the time, it was $11.61, and it was pretty much almost exactly in line with the straddle.

跨式期权当时定价预期是11%的波动。

The straddle was pricing in 11%.

他们可没把这期权白送出去。

They were not giving away that straddle.

股价实际涨了10.8%，跟期权定价几乎一模一样，这还挺不寻常的。

And the stock had moved 10.8%, so it was almost exactly in line with that straddle, which is kind of wild.

当然，如果你现在还持有着这个跨式期权，持仓时间一变，情况就不一样了。

Obviously, holding period is going to change that if you still have the straddle on right now.

接下来，情况就有点不一样了。

Then, a little bit of a different story.

但那时候，也就是今天早上，股价和跨式期权的价格几乎完全一致，这简直太离谱了。

But at the time, this morning, it was pretty much exactly in line with the straddle, which is just absolutely wild.

如果你想看这种有意思的细节，你知道去哪儿找。

If you wanna see fun nuggets like that, you know where to go.

optionsinsider.com。

The optionsinsider.com.

点击一下——应该说，点开‘期权新闻与文章’标签，开启你的黑暗之旅，继续探索Odd Block那古怪又疯狂的世界。

Click on, I should say, the options news and articles tab to begin your journey to the dark side as we continue our journey into the weird and wild world of the Odd Block.

现在是时候分析一下由optionsinsider.com发现的最有趣、最奇特、甚至最让人质疑的期权动向了。

It's time to break down the most interesting, unusual and downright questionable options activity that's been identified by the optionsinsider.com.

该到Odd Block时间了。

It's time for the odd block.

好了，各位。

Alright, everybody.

咱们开始搞点怪的。

Let's get weird.

咱们来点疯狂的。

Let's get wild.

你知道吗，今天是周四，所以咱们的索伦之眼可以歇一歇了，该去看看Flowmaster今天有什么料。

You know, it's the Thursday edition of the show, so it's the time when our Eye of Sauron can rest and we can go out and see what the Flowmaster has on the docket today.

你猜怎么着？

And you know what?

咱们回头看看一个老名字。

We're going back to a name.

今天早些时候我们也注意到这个了。

We had spotted this one earlier today as well.

咱们要回访一个很久没提过的名字了，大概是因为自从上次聊完，这只股票就一路崩盘。

We're going back to a name we hadn't talked about in quite some time, probably because the stock has been annihilated since the last time we talked about it.

我们在说哪个？

What are we talking about?

是Bumble。

It is Bumble.

你们应该还记得，一两年前，在期权板块和冷门股栏目里，我们常聊到Bumble这家公司的看跌期权卖方，他们总定期卖出成千上万份看跌期权，那时候股价还在九块、十四块以上。

You'll recall a year, two years ago on the option block and on oddities, we used to talk about a size put seller in Bumble that would come along with regularity selling thousands, tens of thousands of puts when the stock was, you know, nine, fourteen, and above.

希望那些因为卖期权而被迫接盘的人现在能享受这股价吧，毕竟现在股价才2.76美元。

Well, I hope they enjoy the stock that they've inevitably acquired through that because the stock right now, $2.76.

是啊。

Yeah.

看来现在对想找对象的女士们来说，网上约会可不是什么好时候。

Not a good time for, ladies looking for love online apparently out here.

今天股价就动了五美分左右。

The stock moving about a nickel today.

对他们来说，今天算不上什么大日子。

It's not a big day for them.

今年到目前为止，这图走势你大概也能猜到了——剧透一下，全是红色。

On the year, you can pretty much guess what this what this chart is, and spoiler alert, it is red.

过去一年，股价已经跌了将近60%，或者说是跌了快三分之三。

It is off nearly 60% or three and three quarters over the past year.

我后来就不怎么关注这只股票了，就是那些大额认沽期权卖家出现之后。

I I stopped following the stock after the, you know, the size put sellers.

股价跌成这样，市场也没了动静，我也没再跟进，搞不懂Bumble到底为啥就是没人愿意买。

It's kinda dried up with the stock falling, So I haven't kept up on the latest of why Bumble cannot catch a bid to save its life.

不过说真的，没多久以前它还很火呢。

But, you know, this was a hot one not too long ago.

当时觉得这想法特别简单直接。

It seemed like kind of a very simple, straightforward idea.

真没想到居然没人早想到做这个。

It seemed like a surprise no one had done this before.

一个主打女性的约会应用，听起来挺合理的。

A female centric dating app seemed to make a lot of sense.

一开始确实很热，可现在完全不是那么回事了。

And it started out hot, then, these days, definitely not.

咱们来看看。

And let's see.

一年前大概才六块五左右。

Was about 6 and a half bucks a year ago.

它确实涨到顶了。

It did top out.

去年七月有过一波短暂反弹，也许七月四号是女生找对象的热门日子吧。

It had a brief rally in July of last year, so maybe July 4 is a big holiday for ladies looking for love.

我不太清楚。

I don't know.

但不管怎样，股价一度冲到八块六毛七的年内高点，之后就一路下滑了。

But either way, the stock rallied to its high for the year of about eight and two thirds, and then that was it.

再也没回升过，现在从高点跌了差不多六美元，今天只卖2.76美元。

It never looked back, and it has now been clipped almost exactly $6 from that high, trading $2.76 today.

这股票简直就是个烂摊子。

So this one is a bit of a dumpster fire.

Flowmaster先生，您在女生找对象这片地儿里瞧出什么门道来了？

Mister Flowmaster, what did you spot in the land of ladies looking for love, sir?

嗯，确实挺有意思的。

Well, yeah, it's funny.

我回看了我们之前发的一些内容，说实话，那些标题让我挺惊讶的。

I'm looking back at some content that we put out, and, actually, I'm very impressed by the headlines.

其中一个叫《Stumble and Bumble》，讲的是有个交易员平掉了一笔看跌期权组合。

One of them was called Stumble and Bumble as a trader closed a put block.

那是2024年8月的事。

That was in August 2024.

你看吧。

See?

对。

Yes.

那时候正好是热度最高的时候。

That's about the time it was hot.

没错。

Yes.

是的

Yeah.

当时股价大约是8美元，有人买了4万份8月到期的8美元看跌期权，结果这些期权最后一文不值。

And the stock was around $8, and somebody had bought 40,000 of the Augie 8 puts, which expired worthless.

其实不是这样。

So actually, no.

不是。

No.

不是。

No.

抱歉。

Sorry.

我说错了。

I'm getting that wrong.

看起来他们当时是空头，每份亏了14美分，最后不得不以80美分的价格平仓。

It looks like they were short on for 14¢, and they had to cover them for about 80¢.

所以那次就是失误。

So that was the stumble.

还有其他几笔交易。

And then there were some other ones.

2024年3月的时候，有一笔看跌期权卖方设下的关键防线交易。

There was a there was a put seller line in the sand kind of trade in March 2024.

但这些情况都发生在股价大约11美元的时候。

But all of these things were when the stock was around $11.

正如你所说，股价之后就一直慢慢往下走。

And as you said, it basically continued to kinda just grind lower.

不过今天的这笔交易可是Viceroy的典型操作。

Today's trade is is is a Viceroy special though.

也许还有人抱着一线希望。

You know, maybe somebody still has some hope.

反正这股票最多也就跌到零。

I mean, it can only go to zero.

对吧？

Right?

现在Bumble的每日看涨期权交易量是平时的11倍，达到14000笔，而看跌期权只有1200笔。

So in Bumble right now, we see 11 times the average daily call volume, and it's 14,000 calls versus just 1,200 put.

所以很明显，市场情绪强烈偏向看涨。

So, you know, a very, very strong bias to the calls.

而且大部分交易都集中在3美元行权价附近。

And it's basically most of the actions at the three strike.

其中最大的一笔是8月份的3美元期权合约。

So and the biggest block of all is the the August threes.

我们看到有买家在下午股价为2.58美元时，以每份0.25美元的价格买入了约4200份。

We see a buyer paying a quarter for around 4,200 of those just afternoon when the stock was $2.58.

现在股价涨到了2.85美元，所以这笔交易目前看起来还不错。

Now stocks $2.85, so that that actually that that's looking okay so far.

我们还得看看他们是不是真能继续往上冲。

We'll have to see if if, you know, they really kind of come up.

这应该是从那个……

It it is off of I think the

这意味着资金已经停了。

That means money stop.

这里有个……

There's a This

五十二周低点是在二月，大约在2.70美元左右。

fifty two week low was in February, and it was around $2.70.

所以也许它已经找到了某个支撑位，或者这位交易员正是在关注这个水平。

So maybe it's kind of found some sort of a of a level, or maybe that's what the this trader is looking at.

不过这个情况挺有意思的。

But it's an interesting one.

现在我想聊一聊财报的事。

And now I wanna mention something on earnings.

我刚帮别人整理了一些数据。

I actually just pulled some data together for somebody.

我们针对一些头部公司，比如特斯拉、苹果、英伟达这些，做了分析。

And what we did was for kind of the top names, things like, you know, Tesla, Apple, Nvidia.

我们对比了平时的日均成交量和财报周的平均成交量。

We looked at the average daily volume versus the average volume of earnings week.

我想问问你，你预期会是哪种趋势？

And I I will ask you, what would you expect the direction?

你觉得财报发布前交易更活跃，还是反过来？

Do you think things are busier preceding earnings, or do you think that it's the other way around?

这是专门针对Bumble的，还是整体情况？

This is specifically for Bumble or just in aggregate?

不是。

No.

不是。

No.

不是。

No.

总体来看。

In aggregate.

比如特斯拉、英伟达和苹果，你预期会怎样？

So like for Tesla and Nvidia and Apple, what would you expect?

我本来觉得交易量会更大，但你这么一问，我反而觉得可能更少。

Well, my expectation would be more, but the way you're asking it makes me lean the other way, say less.

我好像不小心漏了底。

I I guess I tipped my hand.

是的。

Yeah.

奇怪的是，这些公司的日均交易量明显偏低。

Strangely, the volume was was a good chunk lighter in an average daily basis.

对于这些公司，我原本以为交易量会更大。

For those names, I kind of expected it to be heavier.

不过有意思的是，我们看了几只零售股，比如美国银行和花旗银行，它们的交易量反而更高。

What was interesting though is we looked at a couple less retail names like Bank of America and Citibank, and those were higher.

所以这让我觉得，也许尽管我们总在聊财报交易，比如昨晚美光的跨式策略，其实被低估了，普通投资者要是做了这个策略，早就赚了一大笔。

So it almost makes me think that maybe, you know, even though we talk a lot about earnings trades and, you know, Micron last night that straddle was undervalued and and retail, anybody would have made a a nice chunk of change on a straddle.

总的来说，我们经常提到这点，马特·安德森也认同。

In general, you know, we we talk about this, and Matt Anderson, you know, agrees.

一般来说，市场还算有效，但就是个波动挺大的游戏。

In general, things are somewhat efficient, and it's just kind of a a volatile game.

你得仔细挑股票，这点特别关键。

You know, you really have to pick your names.

正因如此，可能散户真的没那么活跃，财报季来的时候，大家反而会避开这些股票。

And because of that, it's possible that it's just not quite as as retail, you know, peep people just actually kind of avoid the stocks during earnings a bit.

我觉得这点特别有意思，值得分享一下。

So I thought that was was really interesting, and worth worth sharing.

还有个有意思的事，Flowmaster先生，这也不是你第一次被Bumble股价拉到上涨这边了。

You know what else is interesting is this is not the first time, mister Flowmaster, that you have been lured to the upside in Bumble.

我们之前聊过这事儿，大概是一年前的节目，2025年5月1日那期，我当时还挺意外的，因为2024年那会儿大额看跌期权卖出的事我还记得清清楚楚。

We talked about it, I guess, last on this show, actually, a little over a year ago was the 05/01/2025 show, which kind of surprised me because I remember the big put sales of, like, 2024.

但我们后来还是回来了。

But we did come back.

你特别提到，去年股价稍微高一点，到了4.38美元。

You highlighted in particular last year, the stock was a little bit higher, $4.38.

也没高多少，但从2.60美元左右涨上来，看起来还是挺不错的。

Not much higher, but from around $2.60, it looks pretty good.

那时候也有人在赌一把大的。

And, somebody was reaching for the stars back then as well.

你指出有人一口气买了12000份5月9日到期的5美元看涨期权，每份大概15到20美分。

You pointed out someone scooping up 12,000 of the five calls expiring on May 9 for about 15 to 20¢.

那天他们在Match股票上也这么干了。

They did the same thing in match that day.

看来这人是在押注整个约会行业，而Match的财报就在下一周发布。

So looks like they were doing a bit of a size play on the dating world, and there were earnings in match the following week.

所以在Bumble上往上涨的方向砸钱，我猜这些赌注都没成。

So throwing money to the upside in, in Bumble, I'm gonna guess those didn't work out.

我还没算过Bumble在5月9号那天具体收盘价是多少。

I haven't crunched the numbers of where exactly, Bumble closed on May 9.

也许我们看下一个的时候我来算一下，不过我大胆猜一下，这笔投资八成是亏了，Flowmaster先生。

Maybe I'll do that while we look at our next one, but I'm gonna go out on a limb and say they probably didn't work, mister Flowmaster.

我觉得过去一年里，所有押注Bumble上涨的钱，听众们，基本都打水漂了。

I think any any money spent on the upside of Bumble over the past year, I think, has been been mostly dead flow, listeners.

咱们看看能不能通过关注一个新标的，把这股势头重新带起来。

Let's see if we can rejuvenate that flow by going out to a a newcomer.

如果我们以前聊过这个，听起来倒是有点耳熟。

If we have talked about this one, it sounds vaguely familiar.

可能已经过去挺久了。

Maybe it's been a while.

这是Klarna集团，股票代码Klar，k-l-a-r。

It's this is Klarna Group plc, ticker symbol Klar, k l a r.

那个'plc'说明它不是来自咱们这边的。

That plc should tell you that it is not from these shores.

他们其实是在瑞典创立的，总部设在伦敦，是一家金融科技和数字银行。

They're actually founded in Sweden and based in London, and they are a fintech and digital bank.

股票代码是Klar，K-L-A-R。

Ticker symbol Klar, k l a r.

听着像漫威反派的名字，不过这还真是他们的股票代码。

Sounds like a Marvel villain, but that's their ticker.

今天股价19美元，涨了67美分，表现不错，接近4%的涨幅。

$19.00 8 up 67¢ today or on the day, so a good little day for them, nearly 4%.

但全年来看，他们得靠好几个这样的日子才能扳回局面。

On the year though, they got a lot of 4% days to make up.

今年股价已经跌了近60%，从27美元左右一路下滑。

They have sold off nearly 60%, almost $27 on the year.

过去一年，Klar的日子过得挺艰难的。

It's been a a rough go for Klar over the past year.

不过，如果往好的方面看，他们从大约50美元的高点，一路跌到二月底的12美元，算是被狠狠打压了一番。

That said, if you want a glass half full, they got clobbered from about 50 close to it all the way down to $12 in late February.

所以从二月下旬开始，股价实际上从大约12美元涨到了19美元。

So since late February, they actually have climbed from about $12 to 19.

所以过去这一年，虽然表面上看不起眼，但其实已经悄悄积累了不少涨幅。

So there has been a stealth growth story in here just in aggregate over the past year.

这张图看起来简直一团糟。

This chart looks like a dumpster fire.

Flowmaster先生，您在大家最爱的这位新漫威反派Klar身上发现了什么？

Mister mister Flowmaster, sir, what did you spot in everyone's favorite new Marvel villain, Klar?

对。

Yeah.

你知道吗，我觉得这家公司就是当你在网上买个79美元的小玩意儿时，弹出窗口问你‘要不要分期付款’的那家。

You know, I think this is the company that when you buy, like, a, you know, a $79 doodad online, they give you the pop up that says, hey, do you wanna finance this?

五年，每天一美元。

Five years, $1 a day.

还能出什么问题？

What can go wrong?

没错。

That's right.

对。

Yeah.

能出什么问题呢？

What could go wrong?

所以我认为他们就是这么做的。

So I I believe that's what they do.

但这个交易区块挺奇怪的，特别是因为具体的交易细节看起来和表面所见不太一致。

But this is an odd block, specifically, kind of because the individual trade details don't seem to match kind of the the the what you would first look at it.

对吧？

Right?

今天基本上是21000份看涨期权对1800份看跌期权。

Basically, we're looking at 21,000 calls versus just 1,800 puts today.

看涨期权的交易量是平时的四倍，而看跌期权的交易量其实还算正常。

That's call volume four times normal, and the put volume is actually kinda in line.

然后你去看最活跃的合约，我发现主要集中在2019年7月2日到期的这些行权价为50的看涨期权上。

And then when you go and you look at the most act ives, I can see it's mostly in these 07/02/2019 half calls.

这些期权不是下个周四到期吗？因为下个周五是节假日。

So these things expire was it this next Thursday, because next Friday is a holiday.

所以要是你正飞去英国，它们就到期了。

So if they expire while you're on your way to England or something.

这是一笔开仓交易，而且期权只虚值50美分，但有一笔大单一口气扫了7200手，每手价格是一美元。

And it is an opening trade, and so, you know, only 50¢ out of the money, but they there's a sweep of about 7,200 of these things for a buck.

当时的报价是一美元到一点零五美元。

And the quote was one to one zero five.

当我放大查看Cboe的开盘收盘数据，用来判断客户方到底是买方还是卖方时，我发现实际上是某家机构在卖出，而做市商在买入。

And when I zoom into the Cboe open close data, which helps us identify if it's customer, which side customer is on on that, what I actually see here is it's a firm selling and a market maker buying.

也就是说，有一个或多个做市商在买入。

So one or more market makers buying.

所以这明显是看涨期权的卖方。

So this is a call seller.

只差五毛钱就到行权价了。

It's only 50¢ out of the money.

就这一周的时间，还挺有意思的。

And, you know, for just a week, it is pretty interesting.

可能有人觉得这是个不错的交易，隐含波动率都快到90%了。

You know, maybe somebody thinks that and that's a pretty juicy trade that's that's implied vol about 90%.

我猜公司这么做的原因可能是，我看了一下Klar最大的未平仓量，有大约一万五千份9月到期的20美元看涨期权。

And my my guess on possible reasoning for why a firm would do this is when I look at the largest open interest in Klar, there's about 15,000 of the SEP 20 calls that are open.

这些合约是在股价15美元的时候开的。

Those were created in May when the stock was 15.

所以我猜，可能有人在这些合约上赚了钱，现在想趁机锁定部分利润，或者降低Delta风险，顺手做一笔短期交易，赚个一美元，赌上七千二百份的仓位。

So I my guess is maybe somebody's up on those, and they're kind of basically trying to to, you know, take some profits or trim their delta, just pick up a a pretty juicy short term trade, you know, to make a buck on a 7,200 losses.

如果股价就在这附近盘整，这笔交易的潜在收益接近七十五万美元，毕竟今天股价已经涨了4%了。

That's almost 3 quarters of $1,000,000 if the stock kind of, you know, levels off right around here, you know, considering it's already up 4% today.

我觉得这个情况特别有意思。

I I think that's that's a really interesting one.

我们肯定知道下周没有节目了，但我还是会关注，看看Klar下个周四收盘会不会低于19.5。

And we would we'll definitely I know we won't have a show next week, but I will be watching to see if Klar expires closes below nineteen and a half next next Thursday.

我们都等着看Klar会不会统治整个市场。

We will all wait to see if Klar takes over the universe.

顺便说一下，说到有趣的发展，Flowmaster先生，

In the meantime, speaking of interesting developments, Mr.

我用Flowmaster平台做了一些调查。

Flowmaster, I did a little digging courtesy of the Flowmaster platform.

真遗憾，十月之后就再也看不到完整的资金流动历史了，先生。

Man, I will miss that life to date flow history post October, sir.

这个功能实在太棒了。

Just a just a great function.

不过话说回来，我查了下你去年买的Bumble看涨期权。

But that said, I did a little digging on your Bumble calls from last year.

你知道吗？

And you know what?

我从来不觉得认错有什么丢人的，Flowmaster先生。

I'm not too proud to admit when I'm wrong, mister Flowmaster.

我之前还冒险说，这些期权大概率没成功。

I said I'm gonna go out on a limb and say these probably didn't work out.

结果呢，当我们讨论这笔交易时，Bumble股价还是4.38美元，现在却反弹了。

Lo and behold, Bumble rallied from $4.38 when we talked about this trade.

到5月9日收盘时，已经涨到5.68美元了，Flowmaster先生。

It closed on May 9, $5.68, Mr.

Flowmaster。

Flowmaster.

按我算的，五份看涨期权，每份赚了大概15到20美分。

So by my math, five calls for about 15 to 20¢.

股价收在5.68美元，这单做得不错。

Stock closes at five sixty eight.

这是一笔不错的交易。

That's a good trade.

这看起来挺不错的。

That looks pretty good.

三倍多一点，可能四倍，看你进场和出场的位置。

Three plus X, maybe 4, depending on where you got in and where you get out.

这是一笔不错的小交易。

Not a bad little trade.

不过话说回来，Flowmaster先生。

That said, though, Mr.

Flowmaster。

Flowmaster.

但另一方面，我没看到那天有明显的成交迹象。

The flip side of that is that I don't see any flow from that final day.

当时还有超过一万份未平仓合约。

There were still over 10,000 open.

那天我根本没看到任何平仓的单子。

I don't see any closing paper that day.

所以希望他们能享受这支现在股价约2.7美元的股票，比之前低了差不多3块。

So I hope they enjoy their stock that is now trading $2.70, roughly roughly $3 lower.

这真是把赚钱的买卖变成惨败的好办法。

That's a good way to turn a winner into a horrible loser.

希望他们没这么干。

So hopefully they didn't do that.

希望他们早就趁股价还不错的时机把股票抛了。

Hopefully they they bailed on their stock at a much more attractive level.

不过，这笔交易的期权部分倒是挺顺利的，各位听众。

But, the option side of this trade worked out, listeners.

如果你们一年多前跟着Flowmaster入了场，现在看起来挺不错的。

If you piggybacked on the Flowmaster a little over a year ago, you're looking pretty good.

要是你们跟了Klar，那咱们就拭目以待吧。

If you piggyback on Klar, I guess we'll find out.

说不定你们也能征服整个已知宇宙。

Maybe you too can conquer the known universe.

不过既然我们在聊国际金融科技，你也知道，美国250快到了。

But since we're talking international fintechs, you know, we are coming up on America two fifty.

那咱们来聊聊美国的金融科技吧。

So let's talk about American fintech.

用这个来收尾怎么样，各位听众？

How about that to wrap it up, listeners?

咱们来看看Chime Financial，股票代码是CHYM。

Let's go out to Chime Financial, ticker symbol CHYM.

这个公司我们在这档节目里几乎从不提到，或者根本不会提。

This is not a name that we, we get to very often, if at all, here on the network.

目前股价是17.68美元，今天涨了大约31美分。

Trading $17.68, up about 31¢ today.

今年来看，这张走势图跟我们刚才聊的那位最爱的漫威反派Klar的走势差不了多少。

On the year, this chart does not look that dissimilar from the chart we were just talking about with our favorite Marvel villain, Klar.

Chime的股价已经跌了44%，差不多快14美元了。

Chime is off 44% or nearly $14.

显然，今年对很多金融科技和支付类公司来说都不太好过。

Obviously, a, a rough year on the, fintech and payment side for a lot of these names.

几周前我们在节目里还聊过Fiserv。

We were talking a couple of weeks ago on the show about Fiserv.

我知道Rock Lobster对那些看跌期权特别感兴趣，这也是另一家在类似领域被重创的公司。

I know the Rock Lobster was very interested in those puts, and, that's another name that's kind of been beat up in a similar space out here.

过去一年，不少支付类公司都过得不容易，原因有很多。

So it's been a rough go over the past year for a variety of reasons for a lot of these payments names.

很多公司都看到未来有不少潜在威胁。

A lot of them see their see a lot of threats on the horizon.

不过，Flowmaster先生，咱们来看看这里。

But, that said, mister Flowmaster, let's look here.

等等，我再仔细一看，好像我之前想错了，他们其实并没有在抛售这些股票。

Well, maybe actually, now that I look at it again, it doesn't look like it's, I was thinking maybe they were selling these, but that does not appear to be the case.

或许可以一并看看。

Well, maybe a twofer.

咱们走着瞧吧。

We'll see.

无论如何，目前来看，Chime 并没有要马上翻身的迹象。

Either way, this flow doesn't look like anyone's setting up for a immediate reversal of fortunes here in Chime.

我们发现了什么？

What did we spot?

今天市场上出现了大量交易单，但有两笔特别引人注意。

We spotted a whole bunch of paper out there today, but two really kinda caught our eye.

我们第一眼看到的是行权价为10美元的看跌期权。

The first thing we saw were the 10 puts.

再说一遍，行权价10美元的看跌期权，各位听众。

Again, yeah, the 10 strike puts, listeners.

20美分的价格根本没有买盘，这市场真是有意思。

There were no bid at 20¢, which is just a great market.

我特别喜欢分析这种没人出价的市场。

I love disseminating a no bid market.

他们说，好吧，20美分没人要。

They said, okay, no bid at 20¢.

那19美分呢？

How about 19?

我愿意出19美分买5000份这种期权。

I'll pay about 19¢ for 5,000 of those bad boys.

所以是10美元的看跌期权，各位听众。

So 10 puts, listeners.

这可真是个棘手的局面。

That's that's a rough one.

值得注意的是，8月6日有财报发布。

Worth noting, there are earnings on August 6.

所以他们可能在赌财报会惨到极点。

So maybe they're looking for an absolute dumpster fire of earnings.

但又不是完全看空，所以他们也不是为了融资才买这些看跌期权。

And then not quite against it, so it wasn't like they were looking to finance these puts.

看起来它们之间相隔大约一个小时，多一点点。

They were, looks like, I think about, about an hour a little over an hour apart.

但另一笔交易出现在期权链的完全另一端。

But another trade coming in completely other side of the chain.

他们说，八月三十档的期权怎么样？

They said, aug thirties, how are they?

在20美分的位置成交了五美分。

They got a nickel at 20.

所以，这些毫无关联的行权价眼下市场情况非常相似。

So, very similar markets for these completely irrelevant strikes right now.

他们说愿意以11美分的价格成交9000手。

They said I will trade 9,000 for 11¢.

这有点像备兑开仓的迹象。

So has the whiff of an overwrite to it.

再说一遍，市场价差挺宽的，我想他们本来是可以成交的。

Again, it's kind of a wide market, they could have got something done there, I suppose.

所以，Flowmaster先生，今天在Chime有两笔交易，算不上特别乐观。

So, mister Flowmaster, two maybe not exactly optimistic trades going up in Chime today.

看起来有人在大量买入一堆毫无价值的看跌期权，另一个人可能在大量卖出一堆没用的看涨期权，或者他们干脆在一个半小时内接连操作，搞了个非常宽的领口策略。

Looks like somebody may be buying a whole bunch of really garbage puts, and somebody else maybe overwriting a whole heck of a lot of garbage calls or maybe they decided to do them together just an hour and a half apart, sir, for a very, very wide collar.

你怎么看？

What do you think?

嗯，我同意。

Well, I I agree.

数据显示，这位客户确实在同时买入看跌期权和看涨期权。

It's it's you know, the data does show that that that that customer is buying the puts on the calls.

这两笔都是新开的仓位。

They're both opening.

明显偏向看跌，但行权价离得太远了。

Definitely a, you know, kind of a directionally bearish lean to it, but the strikes are so far away.

两边都能拿到十美元的价差。

You know, you you get $10 on either side.

所以我还挺喜欢这个布局的。

So I kinda like it.

我是看了一下这只股票的走势。

I mean, I'm looking at the stock chart.

这股票才上市两年，一直在18美元附近来回震荡，最高就冲到过25左右。

Think it's only the stocks only existed for two years, and it's kind of chugs around the $18 level, gets up as high as, like, 25.

但从2025年8月之后，就没再突破过30美元。

It hasn't been above 30 though since August 2025.

而且它好像总在17美元上下找到支撑，像是有个底在那里。

And it hasn't really got in, and it seems like 17 ish, there's a floor there.

所以我觉得这事儿挺有意思的。

So I think it's kinda interesting.

他们卖出的看涨期权比买入的多。

I mean, they're selling more calls than they're buying.

看起来整体上他们是保持美元中性的操作。

It looks like they're kinda just doing it overall dollar neutral.

在我看来，这似乎有点儿在收点权利金，但挺有意思的。

Looks to me, maybe taking in a little bit of a credit, but interesting one.

另一点有点奇怪的是，那个。

The other thing that's a little weird is the yeah.

今天上午10点半有人以15美分买了几份行权价10的看跌期权，然后后来又以9美元的价格买到了最后5美元的合约。

There were some of those some of those 10 puts bought at 10:30 this morning for 15¢, and then they paid 9 up to 19 for the last $5.

所以，我觉得这笔交易挺不错的，毕竟空间很大。

So, yeah, I I kinda like the trade just because you get so much room.

你是把它当成领口策略来用吗？

You like you like this as a collar?

还是说，你根本不会去买这种荒唐的跨式组合？

Or would you be a buy you wouldn't be a buyer of this absurd strangle.

对吧？

Right?

不是。

No.

不是。

No.

不是。

No.

我觉得这其实是个中性策略，就这么回事。

I I, yeah, I I I think that I think they're I just kinda kinda think it's like a neutral trade.

我不确定他们能不能赚到钱，但看着倒是没什么风险，我觉得。

I don't I don't really know if they're gonna make any money out of it, but it it looks kinda harmless to me, I guess.

这有点像是那种让经纪人赚一笔的交易，只是堆了点仓位。

It is kind of a one of those love your broker trades, just putting up some size.

我觉得这两个行权价都不太可能派上用场，不过话说回来，我也没想到那些Bumble看涨期权能赚钱。

I can't imagine either of these strikes being relevant, but then again, I didn't think those Bumble calls would pay off.

到时候就知道了，咱们得盯着美国250的动向。

And lo and behold, we shall see as it's time to see what we're keeping an eye on for America two fifty.

该轮一圈了。

It is time to go around the block.

现在该告诉你们，直到下一期节目之前，我们会在交易屏幕上关注哪些动态。

It's time to tell you what we'll be watching on our trading screens until the next episode.

接下来是《环游市场》环节。

It's time for Around the Block.

好的，

Alright,

各位听众。

everybody.

节目快结束了，这是美国250点之前最后一个期权交易观察清单，我们下次回归不是下周一，而是再下周的周四。

As we're coming in to the end of the show, our final option block until America two fifty, we will be back on the show, not that Monday, actually, but the following Thursday.

所以，两周后我们会重新回到老的《环游市场》环节，为那些远距离收听的朋友们做一期内容。

So we will we will be back on the old OB in two weeks doing a little bit of, distant traveling listeners.

不过话说回来，标普指数现在下跌了大约0.05%，和节目开始时差不多。

But that said, S and P off about point o 5%, so not that dissimilar from where we were to start the show.

纳斯达克下跌了约0.5%，道琼斯虽然还在上涨，但涨幅只有0.25%左右。

NASDAQ off about half a percent, and the Dow still up, but only up about a quarter of a percent.

VIX现价大概在19附近徘徊，比节目刚开始时略低一点。

And VIX cash hanging out right around a 19 handle, so slightly lower than where it was at the top of the show.

麦克叔叔，首先得说，我们的聊天室对你可不太满意。

Mister Uncle Mike, first off, our chat is not, not pleased with you.

大家说你麦克叔叔是个胆小鬼。

They're saying uncle Mike is a coward.

你早该把那些看跌期权卖了。

He should have sold those puts.

这话可真够激烈的。

Oh, fighting words out there.

他们可都盼着你卖这些期权呢。

They were very excited for you to sell those.

他们都想跟着你一起参与白银交易，结果你倒好，把他们这机会给取消了。

They wanted to get in and do the silver ride along with you, and now you have denied them of that.

另外，聊天室里还说，你可以用Klarna付塔可钟的账。

Also, our chat's saying, you can use Klarna to pay for your Taco Bell.

所以就是这样了。

So there you go.

这些信息挺有用的。

Useful stuff out there.

麦克先生，对此你有什么要说的吗？

Mister uncle Mike, what do you have to say for that?

这话可够呛的。

Those are fighting words.

那您对美国250周年有什么关注的吗？

And then what are you what are you keeping an eye on for America250 sir?

我向来是讲和的，不参与这种针锋相对的话。

Well, I'm a lover not a fighter, so I don't partake in fighting words.

不过，我确实留意着几件事。

With that being said, some things with which I'm watching.

每逢节假日前，我预计下周交易量会很低，但我也可能判断错了。有时候，交易清淡的时候，市场反而容易乐观起来，大家就开始进场买入了。

Sometimes going into a holiday week, am predicting we're not going to have very high volumes next week at all, but I could be wrong and sometimes when you have low volume weeks, optimism can come on board and people can start buying.

所以下周我们的交易量可能不会太大，但标普指数可能会有不小的波动。

So we probably won't have a ton of volume next week, but we might have some decent moves on the S and P one way or another.

我会屏息关注这个动向。

So I'm gonna be watching that with bated breath.

既然下周没有节目了，你有什么特别值得关注的东西吗？

Any special things you're keeping an eye on since there's no show next week?

在我们回来之前，您有什么建议要提醒大家留意的吗？

Anything you wanna leave the folks with to keep an eye on next week, sir, while they're waiting for our return?

我们来看看白银会不会跌破40美元。

Well, let's see if silver can go down below 40.

那倒挺值得一看的。

That would be interesting to see.

它还在继续下跌。

It's continuing to go down.

价格持续走低，好像又要回到起点了。

We're continuing to get the downward movement to kind of right back to where we started.

所以我会继续关注这个。

So continuing to watch that.

我也会留意美光科技如何在市场中发挥作用。

Continuing to watch seeing how Micron can continue to move the market in any way with which it can.

顺便提一下，纪念我们那12位了不起的美国人，访问 bitcoinreallysucks.com。

And just as a reminder of 12 of our wonderful Americans, bitcoinreallysucks.com.

你可真会往人伤口上撒盐啊，是吧？

Gotta just rub that in, don't you, out there.

Flowmaster先生，我也想问问您的看法。

Mister Flowmaster, same question for you.

在二月这段期间，直到我们二月回来之前，您最关注哪些动向呢？

What are you keeping an eye on through America February until we're back on this show in February, sir?

说实话，这段时间市场比较清淡，虽然有几家公司发布财报，但都没什么特别出彩的。

Well, you know, it is it is a relatively light there's couple earnings out there, but nothing too exciting.

我周一早上还要上Benzinga TV做个简短访谈，得提前准备点内容。

I'm actually doing a little Benzinga TV hit Monday morning, and I had to come up with some notes.

所以，聊聊SpaceX上市后的情况，其实挺有意思的。

So, you know, just kinda talking about the the SpaceX IPO kind of aftermath really is pretty interesting.

你知道吗，第一周它稳居第三，我当时还以为每天能有两百万份合约交易，结果现在安静多了。

You know, we we it was it was solidly in third place for the first week, and I kinda thought we're gonna continue to see 2,000,000 contracts a day, and it's really quieted down.

今天估计连七十万份合约都难达到。

So, you know, today, we're barely gonna see, I think, about 700,000 contracts trade.

按现在的节奏，大概只有五十八万两千份。

It's actually on pace for 582,000.

不过今天也有点特别，我发现ETF的交易量挺高，但个股和指数的交易量反而偏低。

So now it is a it is it's an interesting day today too though, because I'm I'm noticing ETF volume is high, but the single stock and the index volumes a little low.

这还挺反常的。

So that's kinda strange.

我觉得就这些了。

But I think that's it.

如果油价继续下跌，也许我们能从这段动荡期里反弹回来。

I mean, you know, if oil continues to come down and, you know, maybe we kind of bounce off of this, you know, this turbulent period.

我也觉得，成交量估计会比较清淡。

And I I agree it'll probably be quiet in terms of volume.

没错，就像迈克说的，可能会有一些像样的波动，但我觉得市场会很震荡，而且很难预测。

And and, yes, like Mike said, we could see some we could see some, you know, some decent moves, but I think it's gonna be choppy and and pretty unpredictable.

所以我还是会继续交易，但不管怎样，我都只会小仓位操作。

So, I mean, I'll keep trading, but whatever it is, I'm gonna do do it very small.

好的。

Alright.

这段音乐意味着我们暂时到这里，等到二月再回来，下下周继续。

That music means we are done for now until America February, and then we're back the week after that.

我喜欢我们聊天里提到的Chime和Klar。

I like this in our chat talking about about Chime and Klar.

他们说，你可以用Klar来支付塔可钟的账单。

They're saying you can use Klar to pay for your Taco Bell.

现在网上特别多梗，比如我父母三十多岁的时候买了第二套房，而我三十多岁，却得用Klarna分期付款买塔可钟。

It's a lot of memes out there right now of my parents in their thirties buying a second home, and then me in my thirties, and I'm paying for my Taco Bell with weekly payments on Klarna.

我就喜欢这样。

So I just like that.

让你们听了也开心，听众朋友们。

Brought a smile to my face, listeners.

希望今天我们也给你们带来了好心情。

Hopefully, we brought a smile to your face today.

记住，如果还想听更多这样的内容，我们还会回来。

Remember, if you want more smiles, we'll be back.

忙人没空歇。

No rest for the wicked.

如果你今天还在听节目，那接下来还有更棒的。

If you're hanging out in the pro today, another banger.

我们马上要给你放一波大料，就在本周美国时间2:50。

We are loading you up before America two fifty this week.

这期节目一结束，你马上就能听到TWIFO。

You're gonna get TWIFO in your ear holes immediately after this show.

坏人可没资格休息。

No rest for the wicked.

接下来，专为我们的专业用户准备，我们会提前一天推出新选项，还能让你多赚几美元。

And then after that, exclusively for our pro friends, we're back with options out of these a day early and maybe a couple of dollars extra in your pocket.

别走开，之后我们还会在收盘后带来最新的热门选项报告。

So stay tuned for that, and then we wrap it all up again with the hot options report after the bell.

Flowmaster先生，如果大家想用交易二元期权或者查看期权流向的方式来庆祝美国独立日，该去哪儿呢？

And mister Flowmaster, sir, where should folks go if they wanna celebrate America two fifty by, I don't know, maybe trading a binary on XSP or looking up some options flow?

我昨天确实交易了几笔XSP的BW，就是想确认系统能不能正常运行，结果还真成了，我这边操作得挺顺利。

I I did trade a couple XSP BWs yesterday to make sure it was working, and and it and it it did actually I did it right on one side.

直接去cboe.com吧，那里有大量关于我们产品、现有功能和未来规划的优质内容。

Just head over to cboe.com where we have lots of great content about our products, what we have, and what's coming up.

另外，想了解风险与市场分析，就去cboe.com/rma。

And then see about cboe.com/rma for risk and market analytics.

那里能查看我们的平台、数据，还有各种实用信息。

That's where you see our platforms, data, all sorts of good stuff.

好的，先生。

Alright, sir.

好好享受吉米·亨德里克斯的吉他吧，迈克叔叔，两周后我再跟您聊。

Enjoy that Jimmy Hendrix guitar, and I will, I will talk to you in two weeks, mister uncle Mike, sir.

如果有人想拿您没卖那些期权来调侃您，该上哪儿去呢？

Where should folks go if they wanna give you a hard time about not selling those

期权？

puts?

去领英吧。

Go to LinkedIn.

您随时可以关注我。

You can always follow me there.

最近我在领英上发了不少内容。

I'm putting out a lot of content on LinkedIn lately.

您也可以去看看我的YouTube频道，我马上就要上传一段视频了，可能就在这几分钟内。

You can also visit my YouTube channel, getting ready to put a YouTube video up probably in the next couple of minutes actually.