周四,美股三大指数集体收涨,纳指、标普500指数均连涨四日。美股期权市场成交46,443,092张合约,其中看涨合约(CALL)占比56%,看跌合约(PUT)占比44%。
个股方面,英伟达期权成交火爆,交易量超过纳指100ETF,升至总榜第二位。值得注意的是,博通排到个股成交量第四位,十分罕见。
行情方面,博通周四涨3.97%,连涨四日,周涨幅超20%。消息面上,博通第三财季人工智能业务收入高达31亿美元,同比大增逾200%,且预计第四财季可以增至35亿美元以上,全年人工智能收入料超过120亿美元,高于此前预期。
由于行情看好,博通CALL的成交价涨势惊人,一份180美元行权价的CALL成交价格居然飙升了400%!
知名游戏引擎公司Unity Software Inc.大涨近10%,创2023年12月1日以来最大单日涨幅。消息面上,公司宣布取消颇有争议的"运行时费用"定价政策,这令投资者对其业务前景更加乐观。
期权成交方面,Unity的CALL包揽了活跃成交的前十位。并且,有一笔2026年1月到期的看涨单,行权价为65美元,是现价的三倍多。
期权成交价方面,依然是惊人的行情,两份CALL涨幅达1250%。
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