期權大單 | 芒格阿裏倉位保持不變,CPI數據今晚公佈
一、期權異動

10月12日,美股阿裏巴巴、長期國債、Cameco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1.9、2.4、4.4倍。
美國CPI數據今晚公佈
經濟數據方面,由於9月非農數據公佈後,美聯儲11月加息75個基點的概率進一步增加,週四即將公佈的美國9月通脹數據是重頭戲,這份報告對美聯儲是否繼續強硬加息有着重要影響
美股暴跌下芒格Q3依然按兵不動 阿裏巴巴(BABA.US)持倉市值跌逾32%
根據美國證券交易委員會(SEC)披露,“股神”沃倫·巴菲特的黃金搭檔、億萬富翁投資者查理·芒格坐鎮的Daily Journal遞交了截至2022年9月30日的第三季度(Q3)持倉報告(13F)。在美股持續下跌的背景下,芒格連續兩個季度沒有增持或減持任何股票。據悉,芒格曾在一季度砍掉阿裏巴巴50%倉位,但在二、三季度維持倉位不變。目前,Daily Journal持有阿裏巴巴的平均每股成本達185.71美元,而截至10月11日(週二),阿裏巴巴股價今年累計跌幅達36.55%,收於75.37美元。
二、總成交量前10
美國9月PPI超預期,美聯儲會議紀要支持繼續加息至限制增長水平。週三美股三大指數齊跌,納指再創兩年新低,與標普指數均錄得連續第6個交易日下跌。此外,市場等待即將在週四發佈的9月CPI通脹數據。

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