中文翻译
@lionsfan5116 说实话，除非是 $SMCI，否则首席财务官(CFO)退休没什么大不了的。 $SG 下跌 8.2% 看起来是由期权交易流驱动的（9/19 超过 1 万张 $8 看跌期权导致做市商(MM)做空），而非基本面变化。 对冲可能过度放大了抛售，因此鉴于下跌源于短期对冲，我会称之为可买入的回调。 https://t.co/crWek6LeYR
· 个股论点
SG下跌源于期权对冲而非基本面，视为可买入的回调机会。
英文原文
@lionsfan5116 TBH, CFO retiring is nothing unless it's $SMCI. $SG dropping 8.2% looks option flow-driven (10k+ $8 puts 9/19 caused MM shorts), not fundamental changes. Hedging likely overshot the selloff, so I'd call it a buyable dip since drop was due to short term hedging. https://t.co/crWek6LeYR