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Daily Options Tracking | Fully Pursue Nvidia! AMD's multiple call options earn more than double; up more than 85% in three days, AST options, the first space satellite stock, are hot.

Futu News · Aug 20 17:08

重点聚焦

1、AI芯片战火升级！ $美国超微公司 (AMD.US)$ 隔夜大涨超4%，期权交易量环比放大40%，看涨比大幅升至72%，call单纷纷遭抢筹，本周五到期，150-157,5美元之间行权的call均交投活跃，部分看涨单的期权金涨幅在两倍以上。

消息面上，AMD同意以49亿美元现金加股票的方式收购服务器制造商ZT Systems。据悉，ZT Systems拥有超过15年为全球最大的云公司设计和部署数据中心AI计算和存储基础设施的经验。ZT Systems的设计、集成、制造和部署能力使其成为AI训练和推理基础设施的领先提供商之一。
值得注意的是，英伟达一直是ZT Systems的客户，后者曾为GB200 GPU产品进行AI服务，两家公司处于上下游关系。分析称，此举是为了扩展其AI芯片和硬件产品组合，进而与该领域的龙头英伟达展开竞争。

2、体育内容流媒体 $FuboTV (FUBO.US)$ 隔夜股价飙升近18%，期权交易量较平日放大超7倍，看涨占比高达84%。期权链上，最为火爆的是本周五到期，行权价2/3/2.5美元的call单，其中，2美元行权的call成交量达到6万张之多，未平仓量仍有2.5万张，期权金涨幅高达140%。

消息面上，迪士尼、福克斯和华纳兄弟探索三家媒体巨头拟推出的一项名为Venu Sports的体育流媒体服务遭美国地区法官颁布临时禁令。今年2月，FuboTV对几家大型媒体公司提起诉讼，指控垄断行为会阻碍竞争，并抬高消费者的价格。

3、美股太空卫星第一股 $AST SpaceMobile (ASTS.US)$ 三日飙升超85%，年初至今已累涨超5.4倍，期权成交量继续抢手，看涨比为64%；期权链上，本周五到期、50美元和40美元行权的call成交量居前，投资者押注该股将继续上涨。

此前，AST SpaceMobile宣布其首批五颗商业卫星将于9月上旬进入轨道，并预计在接下来的几个月中，AT&T和Verizon的β测试用户可以使用最初的全美非连续服务。
瑞银称联邦通信委员会批准卫星的初始天基运营是 “关键的一步”。瑞银表示，它继续将即将发射的卫星视为 “为AST的技术和商业道路提供概念验证的关键催化剂”。

一、美股期权成交榜

二、ETF期权成交榜

三、个股隐含波动率（IV）排行榜

免责声明

本内容不构成任何证券、金融产品或工具要约、招揽、建议、意见或任何保证。买卖期权的亏蚀风险可以极大。在若干情况下，你所蒙受的亏蚀可能会超过最初存入的保证金数额。即使你设定了备用指示，例如“止蚀”或“限价”等指示，亦未必能够避免损失。市场情况可能使该等指示无法执行。你可能会在短时间内被要求存入额外的保证金。假如未能在指定的时间内提供所需数额，你的未平仓合约可能会被平仓。然而，你仍然要对你的帐户内任何因此而出现的短欠数额负责。因此，你在买卖前应研究及理解期权，以及根据本身的财政状况及投资目标，仔细考虑这种买卖是否适合你。如果你买卖期权，便应熟悉行使期权及期权到期时的程式，以及你在行使期权及期权到期时的权利与责任。

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Key focus.

The AI chip battle is escalating! $Advanced Micro Devices (AMD.US)$ It rose more than 4% overnight, and the trading volume of options trading increased by 40% compared to the previous period. The call ratio has risen sharply to 72%, and call options with exercise prices between 150-157.5 US dollars expiring this Friday are actively traded. The option premiums of some call options have increased by more than double.

On the news front, AMD has agreed to acquire server manufacturer ZT Systems for $4.9 billion in cash and stock. It is reported that ZT Systems has more than 15 years of experience designing and deploying data center AI computing and storage infrastructure for the world's largest cloud companies. ZT Systems' design, integration, manufacturing, and deployment capabilities make it one of the leading providers of AI training and inference infrastructure.
It is worth noting that NVIDIA has always been a customer of ZT Systems, and the latter has provided AI services for its GB200 GPU product. The two companies are in upstream and downstream relationship. Analysts say that this move is to expand their AI chip and hardware product portfolio, and thus compete with the industry leader NVIDIA.

Sports content streaming $FuboTV (FUBO.US)$ It soared nearly 18% overnight, and the trading volume of options trading was more than 7 times higher than usual, with a call ratio as high as 84%. On the options chain, the most active are call options expiring this Friday with exercise prices of 2/3/2.5 US dollars. Among them, the call options with an exercise price of 2 US dollars have a trading volume of up to 0.06 million shares, and the open interest is still 0.025 million shares. The option premiums have increased by as much as 140%.

On the news front, media giants Disney, Fox, and Warner Bros. have been hit by a temporary ban by a US regional judge on their proposed sports streaming service called Venu Sports. In February of this year, FuboTV sued several large media companies, accusing them of monopolistic behavior that would hinder competition and raise prices for consumers.

The first space satellite stock in the US stock market. $AST SpaceMobile (ASTS.US)$ It has soared more than 85% in three days and has accumulated more than 5.4 times so far this year. Options trading remains popular, with a call ratio of 64%. On the options chain, call options with exercise prices of 50 US dollars and 40 US dollars expiring this Friday have the highest trading volume, and investors are betting that the stock will continue to rise.

Earlier, AST SpaceMobile announced that its first five commercial satellites will enter orbit in early September, and beta test users of AT&T and Verizon can use the initial nationwide non-continuous service in the coming months.
UBS stated that the initial satellite cellular operation approved by the Federal Communications Commission is a "critical step". UBS stated that it continues to view the upcoming satellites as "key catalysts for concept validation for AST's technology and business path".

1. US stock options trading list

2. ETF options trading list.

3. Individual stock implied volatility (IV) ranking.

Disclaimer

This content does not constitute an offer, solicitation, recommendation, opinion, or guarantee of any securities, financial products or instruments. The loss risk of buying and selling options could be substantial. In certain circumstances, you may suffer losses exceeding the amount initially deposited as margin. Even if you set up backup instructions, such as stop loss or limit instructions, losses may not be avoided. Market conditions may render such orders impossible to execute. You may be required to deposit additional margin in a very short period of time. If the required amount cannot be provided within the specified time, your open contracts may be closed. However, you are still responsible for any shortfalls in your account arising from this. Therefore, before buying or selling, you should research and understand the options, and consider carefully whether such trading is suitable for you based on your financial situation and investment objectives. If you buy or sell options, you should be familiar with the exercise of options and the procedures at expiration, as well as your rights and obligations when exercising an option or at expiration.

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