Schwab Network 对 $JPM 的判断变化

2026-09-02看跌
The Big 3: JPM, TLT, GM
摩根大通存在高度不确定性,尽管创下历史新高,说话者仍采取卖出立场。

我们将摩根大通股票作为您的首选。您现在在摩根大通看到了什么?不确定性。很多不确定性。不仅是摩根大通,整个金融服务板块(XLF)都出人意料地出现了强劲的买盘活动。

We have JPMorgan Chase stock as your first choice. What do you see in JPMorgan Chase right now? Uncertainty. A lot of uncertainty. Not only JPMorgan, but the entire financial services sector (XLF) has surprisingly seen strong buying activity.

具体到摩根大通,我对技术面不太感兴趣。我知道该股目前处于历史高位,但我会直接采取卖出立场。11月20日,我会买入行权价为340的看跌期权。我会卖出330的看跌期权。这是10美元的价差,成本为2.90美元。

With regard to JPMorgan specifically, I am less interested in the technical aspects. I know the stock is currently at a record high, but I will simply take a sell position. On November 20th, I will buy put options at 340. I will sell put options at 330 for them. This is a price difference of $10, executed at a cost of $2.90.