英特尔突然再次引起交易员关注，此前管理层对CPU需求的乐观表态推动股价大幅波动，并引发看涨期权的抢购潮。
周三开盘时，该公司股价一度跳涨近10%，随后小幅回落至113美元左右，截至发稿时仍上涨近5%。此轮上涨之前，英特尔高管指出数据中心市场的CPU需求增强，并介绍了与英特尔3和18A制程节点相关的产能提升情况。
期权市场迅速转向看涨。6月5日到期的周度合约显示，市场预计到周五收盘时股价波动约7%，而行权价在113、114和115美元的平值跨式期权价格在7.70至7.90美元之间。这意味着交易员预期在到期前股价可能运行在105至121美元区间。
看涨期权的买盘尤为突出。行权价120美元的看涨期权成交超过2.7万份，行权价115美元的看涨期权成交量也超过2万份。对投资者而言，信号很明确：英特尔的CPU需求故事重新成为焦点，交易员们押注这轮涨势可能尚未结束。
责任编辑：张俊 SF065
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