期权大单 | Opendoor年内飙升,PUT异动,AI叙事“点燃”阿里

老虎资讯综合
Sep 18, 2025

市场概览

昨日(9月17日),美联储终于降息,美股三大指数涨跌互现,道指涨0.57%,标普500、纳斯达克指数小幅走低。美股期权市场成交61,924,019张合约,其中看涨合约(CALL)占比61%,看跌合约(PUT)占比39%。

期权成交观察:Opendoor大涨,成交量攀升

英伟达、特斯拉、Opendoor、Palantir、Rigetti Computing、苹果、亚马逊、AMD、Snap位居个股期权成交量的前十位。其中, Opendoor Technologies Inc 大涨超14%,年内涨幅达538%!公司表示计划在未来几周内扩大产品服务范围,目标是在全美范围内提供其房产交易服务。

Opendoor排名前列的期权成交多空不一,其中一份本周五到期的CALL,行权价12美元,表现出较强的看多期待。

值得注意的是,昨日两张周五到期PUT的买入量非常高,都是6万,行权价分别为9美元及8.5美元。

异动观察:AI叙事“点燃”阿里

阿里涨超2%,股价创近四年以来新高,高盛发研报称,中国AI基础设施叙事重燃,企业级大模型Token消耗量暴涨,阿里是核心受益者。

阿里巴巴排名前列的期权成交均为认购合约。其中,一份周五(19日)到期CALL,行权价175美元,较现价仍有5%以上的涨幅空间。

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