中文翻译
是的，$NBIS 这10%的下跌是市场做市商(MM)的对冲加上期权平仓（混合了散户的保证金清算），并非基本面有任何变化。 -> 很多人卖出了看跌期权(Puts) -> 很多人持有的看涨期权(Calls)本周到期。 你可以看到盘后股价完全被钉在$113.5。 在我看来，周一市场做市商(MM)解除空头对冲后，现在是做多和买入的好时机。
· 个股论点
NBIS下跌源于交易因素非基本面，建议周一做市商解除对冲后做多。
涉及标的： $NBIS
英文原文
Yeah this $NBIS 10% drop was MM hedging + option unwinds (with a mix of retail margin liqudations), not any changes to fundamentals. -> Lot of people sold puts -> Lot of people had calls expiring this week. You can see how the stock is completely pinned at $113.5 after hours. Great time to go long and buy positions IMO after MMs unwind short hedges Monday.