对AMD持超配/看多立场，目标价约650；若价格达到约700（可视为估值偏高）则愿意卖出。
逐段跳播
所以比如我们超配AMD。嗯，这只股票的VSS接近90%。我们对AMD有一个估值。我们看好它。大约在650美元，但你可以卖出700的看涨期权，delta非常低，所以被行权的概率非常低，但假设AMD公布财报后像火箭一样起飞。
那么，我们准备在那里卖出。我们在它上面有巨大的收益。它接近我们的目标价，所以它可能会涨过目标价，但到那里可以说它被高估了。然后我们就把股票交割进看涨期权，在这只股票上锁定一笔巨大的收益。
So like we have we're overweight AMD. Well, the VSS on that stock are like close to 90%. We have a valuation on AMD. We're bullish on it. It's about 650, but you can write 700 calls of very low deltas, so very low probability of them being exercised, but let's say that AMD reports and takes off like a rocket. Well, we're prepared to sell it there. We have a huge gain in it. It's close to our target, so it might run over a target, but it's it's arguably overvalued there. And then we just deliver the stock into the call and book a huge gain on the stock.
哦，你知道，哦，AMD在700美元，我们卖出了一份700的看涨期权。
oh you know oh AMD is at 700 we have a 700 call written
这个频道对 $AMD 的历次判断
Benzinga 在这只股票上共 3 条判断，这里只列相邻的几条。