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期權大單 | 阿裏看跌期權大量成交,蘋果放棄增產計劃
uSMART盈立智投 09-29 18:17

一、期權異動

9月28日,美股阿裏巴巴、奈飛、長期債券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2.2、2.4、2倍。

蘋果放棄增產計劃

蘋果週三收跌1.271%,報149.84美元。消息面,蘋果公司在得知iPhone 14的需求未能達到預期後,準備放棄內部擬定的高達600萬部的增產計劃。摩根士丹利分析師發佈研報指出,目前仍處於iPhone14週期的早期階段,未來3-5周仍將是決定iPhone 14週期強弱的關鍵,屆時供應鏈將受到發佈初期iPhone額外需求的反饋,iPhone生產安排也將相應地重新調整。

阿裏巴巴降本增效有可持續性

阿裏巴巴週三收漲4.01%,報80.99美元。中金最新點評稱,22Q3,阿裏巴巴降本增效有可持續性,利潤端整體表現或超市場預期。

二、總成交量前10

美東時間週三,在英國央行緊急幹預市場後,市場情緒明顯好轉,美股大幅上漲,截至收盤,道瓊斯指數漲1.88%,報29,683.74點;標普500指數漲1.97%,報3,719.04點;納斯達克指數漲2.05%,報11,051.64點。

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