期权大单 | 福特汽车“爆雷”，交易员大举买入短期期权
一、期权异动
9月20日，美股福特汽车、挪威邮轮、华纳兄弟等标的出现了期权成交量上的较大变化，分别为日常成交量的2.6、2.8、3.2倍。
福特汽车“爆雷”
周二，拥有百年历史的美国老牌车厂福特汽车暴跌超12%，创2011年1月份以来最大单日跌幅，市值蒸发约70亿美元。
此前福特披露，由于缺少某些部件，预计第三季度末约4万-4.5万辆汽车的交付被影响。福特预计第三季度EBIT为14-17亿美元，低于市场普遍预期的30亿美元，但该公司维持其全年预期。另外，第三季度与通胀相关的供应商成本将比最初预期高出约10美元。高盛分析师Mark Delaney对福特第三季度的业绩指引表示惊讶，因为外界认为福特已在供应链瓶颈问题上取得进展。
交易员大举买入短期期权
近期美股市场每日的剧烈波动如此常见，以至于期权交易员正在以后疫情时代前所未有的速度大举进行短期押注。根据量化交易巨头 Susquehanna International Group 的数据，在过去一个月里，与追踪标普 500 指数的最大 ETF(SPY.US) 相关的、在一周内到期的衍生品合约日均交易量飙升至至少 2020 年初以来的最高水平。相比之下，长期合约的交易大多放缓或停滞。
很难说这些短期押注是方向性的赌注还是为了对冲。但对此时此刻的高度关注可能反映出，在市场走弱之际，投资者对交易较长期期权缺乏信心，再加上上周令人震惊的通胀数据等所有影响市场的事态发展，这是交易员缩短投资期限的好办法。
二、总成交量前10
美东时间9月20日（周二），美股收跌。美联储从周二开始召开为期两天的9月货币政策会议。市场普遍预计该机构将至少加息75个基点，并担心其激进货币政策可能引发经济衰退。美债抛售加剧，收益率持续攀升。截至收盘，纳斯达克指数跌幅为0.95%；道琼斯指数跌幅为1.01%；标普500指数跌幅为1.13%。
期权成交量方面，前两名为指数ETF，其次为苹果、特斯拉、罗素指数等。
亚马逊周二下跌1.98%，报122.19美元。消息方面：亚马逊旗下的航空货运业务增速最近创下了疫情以来的新低，这从另外一个侧面显示出这家电商巨头正在主动调整、适应日益低迷的网购需求。
英伟达消息方面：英伟达发布40系旗舰显卡：搭档台积电，表现较前一代提高2-4倍。
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