期權大單 | Palantir股價漲勢強勁，期權成交量放大5倍
一、市場概覽 （5月23日）
隨着衆議院共和黨人開始質疑耶倫對於“X日”的預判，對於債務上限談判久拖不決感到厭倦的美股市場迎來普跌。截至收盤，標普500跌1.12%，報4145.58點；納斯達克指數跌1.26%，報12560.25點；道瓊斯工業指數跌0.69%，報33055.51點。
期權市場總成交量3671.48萬張合約，環比前一交易日（3400.21萬張合約）小幅回升，但仍低於90日平均成交量（4029.92萬張合約），其中看漲期權佔比54%。
二、期權成交總量TOP10
$標普指數ETF(SPY)$期權成交928.2萬張合約，其中看漲期權佔比44.7%；$納指100ETF(QQQ)$期權成交267萬張合約，其中看漲期權佔比41.2%；
雖然週二有許多AI新聞，但科技權重股依然全數下跌；期權成交量環比前一交易日均有所上漲，其中$特斯拉(TSLA)$成交235.6萬張合約、$亞馬遜(AMZN)$成交98.91萬張合約、$蘋果(AAPL)$成交64.34萬張合約；
三、異動觀察
數據來源：Market Chameleon
Palantir隔夜收漲6.76%，期權成交91.2萬張合約，較90日平均成交量放大5倍，看漲期權佔比67.1%；其中2023年5月26日到期的13美元行使價看漲期權的成交量較高，成交6.3萬張；消息面，ARK方舟基金繼續增持Palantir股票，耗資約400萬美元；
數據來源：Market Chameleon
$輝瑞(PFE)$隔夜收漲2.3%，期權成交55.21萬張合約，較90日平均成交量放大近6倍，看漲期權佔比67.1%；其中2023年6月16日到期的40美元行使價看漲期權的成交量較高，成交4.54萬張；投行Cantor Fitzgerald表示，輝瑞口服減肥藥潛力巨大，予“增持”評級及目標價75美元；
數據來源：Market Chameleon
$西太平洋合衆銀行(PACW)$隔夜收漲7.74%，期權成交15.91萬張合約，較90日平均成交量放大逾3倍，看漲期權佔比49.8%；其中2023年5月26日到期的8美元行使價看漲期權的成交量較高，成交1.18萬張；消息面，美國西$太平洋(601099)$合衆銀行宣佈以折扣價出售26億美元的房地產建設貸款，試圖在美國區域性銀行業危機中生存下來；
數據來源：Market Chameleon
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