看空 FICO，持有看跌期权，理由是 Vantage 评分的普及带来竞争，削弱其在按揭定价上的话语权。
逐段跳播
我们看到 FICO（Fair Isaac Corp）下跌了 165 美元。FHFA 的变动允许 Vantage 评分与 FICO 并存，加上房利美和房地美的抵押贷款定价，正在引发担忧，认为竞争可能削弱 FICO 长期以来的抵押贷款评分优势。
所以 FICO——我们不会用十英尺长的杆子去碰它——但 FICO 已从 840 跌到 675。
We got FICO Fair Isaac Corp is down $165. Uh it change FHFA changes allowing Vantage score alongside FICO and Fanny May Freddy mortgage pricing are fueling concern that competition could weaken FICO's longstanding mortgage scoring advantage.
So FICO and we're not going to touch this with a 10-ft pole but FICO is down from 840 to 675.
你今天早上平掉 FICO 了吗？它有一阵子是我长期持有的看跌标的。上周买了些 11 月的 800 看跌期权，大约 30 美元。它们开盘应该会到 100，我打算继续持有。你买了 FICO 的看跌期权这件事，我只是好奇，这首先就很了不起，对吧，买 30 美元的看跌期权总是有风险的，而它可能值 100。
Did you cover FICO this morning? It's my perpetual put stock for a while. Grab some 800 puts for November last week for around $30. They should open year 100 going to keep holding.
Uh, I mean the fact that you bought FICO puts I mean I'm just curious big that's number one amazing right always a risk to buy $30 puts the fact that it could be worth a hundred
你买了 FICO 的看跌期权这件事，我只是好奇，这首先就很了不起，对吧，买 30 美元的看跌期权总是有风险的，而它可能值 100——这就是我们交易期权的原因，因为你永远不会、没有人会去做空一只 840 美元的股票，太吓人了。
10% 的波动就是 84 美元，对吧？100 股的话，那就是 8,400 美元。所以，交易这个的唯一方式就是用期权。
I mean the fact that you bought FICO puts I mean I'm just curious big that's number one amazing right always a risk to buy $30 puts the fact that it could be worth a hundred that is that is why we trade options because you would never nobody would ever get short a stock at $840 it's too scary.
A 10% move is $84, right? On a 100 shares, that's $8,400. So, the only way to trade this is using options.
所以，大玩家们都在 FICO 上，买 11 月的。顺便说一句，我喜欢 11 月的一点是，你还有那次财报，所以你知道那部分权利金会留在那里。所以你以 30 美元买入。这笔交易本来就已经在为你赚钱了，现在它还会——不，我觉得我觉得会更接近——如果你上周以 30 美元买了 11 月的 800 看跌期权，它们开盘可能到 150 左右，那可是一笔 5 倍的期权交易，开启一天的好方式，我们都乐见其成，恭喜，这很好，我希望你，我希望你开盘能拿到一个好价格。
So, big bees in FICO grab the November. And and by the way, what I love about the November is you have that earnings also, so that you know that premium is going to stay there.
So, you grab them for 30. this trade was already working for you and now it's going to be no I think I think it's going to be closer to if you bought the 800 puts in November last week for 30 they could be like 150 on the open which is that's a that's a 5x options trade nice way to start your day and uh we're all here for it congratulations that's that's good I hope you uh I I hope you get a nice print on the open
他持有 FICO 的看跌期权。800 看跌期权，他以 30 美元买入，而该股今早下跌了约 150。他这些看跌期权要赚 5 倍了。我太兴奋了，也很嫉妒。不是嫉妒钱，是嫉妒那种一笔交易开盘就这样的感觉。我已经有一阵子没遇到过这种隔夜大礼了。
He has puts on FICO. 800 puts he bought for $30 and the stock's down like 150 this morning. He's going to 5x on those puts. I'm so excited and jealous. Not jealous of the money, jealous of the feeling of having that kind of open on a trade.
I haven't gotten one of those in a while where you get that overnight gift.
你带着今日交易来了，就是 FICO 的看跌期权。
you're coming in with the trade of the day with uh the puts on FICO.
FICO 跌至 673，下跌 20%。
FICO down at 673 down 20%.
他买入了 FICO 的 800 看跌期权，花了 30 美元。
He had a a bought the 800 put in FICO for $30.
这个频道对 $FICO 的历次判断
Benzinga 在这只股票上只有这一条判断。