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← @godotsancho

$MU

BULLISH2026-07-29
Price around the call
↑ 2026-07-29
By horizon✓ hit+2.9%
1d
✗ -6.6%
5d
✗ -2.8%
21d
✓ +2.9%
Original post
戈多Godot · 2026-07-29

$MU 期权数据其实没什么可看的,对冲为主。 短线存在超跌反抽的可能,但在重新站上 $800 之前,反弹仍然缺乏结构确认。 更大的问题来自 7月31日到期的巨大负 Gamma。Dealer 会放大价格波动,追涨容易被快速回撤,抄底也可能遭遇二次下杀。 期权结构上,近中期 OI 仍以防御为主。长期大宗 Call 依然偏多,长期逻辑尚未被完全破坏。 现货策略更适合等待 800 重新站稳后跟随,不要接飞刀。 800 是反弹确认位 750 重要防守位 8月5日美债拍卖前,其实可以休息了。

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