期权大单|Circle认沽合约涨幅超2700%,AAOI认购合约拉升

老虎资讯综合
Yesterday

一、市场概览

昨日(3月24日),在互相矛盾的中东消息影响下,美股三大指数重拾跌势。当日美股期权市场成交48,416,264张合约,其中看涨期权占比53%,看跌期权占比47%。

二、个股期权成交:Circle利空,PUT全线飙涨

特斯拉、英伟达、微软、苹果、美光、Palantir、谷歌A、Meta、亚马逊、Circle位居个股期权成交量的前十位。其中,稳定币发行商 Circle Internet Corp. 周二暴跌20.11%,创公司历史最大单日跌幅。消息面上,最新版本的美国加密法案“清晰法案”(Clarity Act)可能禁止稳定币发行商仅因客户持有稳定币就向其支付类似于“利息”的收益,而这正是此类资产获客的关键方式。

Circle的PUT全线飙涨,两张周五到期的认沽合约涨幅超2700%,行权价分别为100及101美元。其余周内PUT的涨幅也十分惊人。

Circle昨日的前十大合约中,CALL的占比更高,仍有合约押注150美元的高价,行权日为4月17日。

三、异动观察:光通信龙头获利好,认购合约拉升

光通信概念龙头股Applied Optoelectronics昨日大涨18.94%,公司获得了800G单模数据中心收发器新批量订单,该订单旨在帮助客户扩展其用于AI驱动工作负载的网络容量。

Applied Optoelectronics的认购合约普涨,其中一份周五到期的CALL,行权价118美元,价格暴涨975%。

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