OpenAI launches ads on select ChatGPT plans in India
市场新闻：OpenAI launches ads on select ChatGPT plans in India 暂未识别到明确 ticker，适合作为宏观或行业背景观察。
先作为市场背景处理，等出现明确 ticker 或波动率变化后再进入期权扫描流程。
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Musk sees SpaceX hitting $3.5T revenue by 2033
财报/业绩新闻：Musk sees SpaceX hitting $3.5T revenue by 2033 暂未识别到明确 ticker，适合作为宏观或行业背景观察。
财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。
Asian markets mixed as Nvidia boost offsets Jackson Hole caution
科技股新闻：Asian markets mixed as Nvidia boost offsets Jackson Hole caution 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Stripe, Advent abandon pursuit to acquire PayPal: report
市场新闻：Stripe, Advent abandon pursuit to acquire PayPal: report 暂未识别到明确 ticker，适合作为宏观或行业背景观察。
先作为市场背景处理，等出现明确 ticker 或波动率变化后再进入期权扫描流程。
Nvidia pauses revenue-sharing deals with AI cloud partners: WSJ
财报/业绩新闻：Nvidia pauses revenue-sharing deals with AI cloud partners: WSJ 相关标的：NVDA, AMD, SMH。
财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。
Japan's unemployment rate falls to 2.4% in July, lowest since 2025
市场新闻：Japan's unemployment rate falls to 2.4% in July, lowest since 2025 暂未识别到明确 ticker，适合作为宏观或行业背景观察。
先作为市场背景处理，等出现明确 ticker 或波动率变化后再进入期权扫描流程。
Judge says Trump administration’s blacklist of Anthropic was illegal
宏观新闻：The Trump administration violated Anthropic’s First Amendment rights when it blacklisted the AI company earlier this year, a federal judge ruled late Thursday. 相关标的：NVDA, AMD, SMH。
宏观类新闻重点观察 SPY/QQQ/IWM、TLT 和 VIX 相关产品的期限结构与成交放大。
Affirm signals fiscal 2027 revenue less transaction costs at 4.16% as leadership shifts focus to products for fiscal 2028-2029
财报/业绩新闻：Affirm signals fiscal 2027 revenue less transaction costs at 4.16% as leadership shifts focus to products for fiscal 2028-2029 暂未识别到明确 ticker，适合作为宏观或行业背景观察。
财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。
SentinelOne forecasts FY 2027 revenue of $1.202B-$1.207B while targeting $124M-$128M in operating income
财报/业绩新闻：SentinelOne forecasts FY 2027 revenue of $1.202B-$1.207B while targeting $124M-$128M in operating income 暂未识别到明确 ticker，适合作为宏观或行业背景观察。
财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。
Workday signals FY 2028 subscription revenue growth near 11% while targeting at least 2 points of non-GAAP margin expansion
财报/业绩新闻：Workday signals FY 2028 subscription revenue growth near 11% while targeting at least 2 points of non-GAAP margin expansion 暂未识别到明确 ticker，适合作为宏观或行业背景观察。
财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。
Rubrik expects $323M-$333M in fiscal 2027 free cash flow while raising subscription ARR outlook to $1.88B-$1.885B
波动率新闻：Rubrik expects $323M-$333M in fiscal 2027 free cash flow while raising subscription ARR outlook to $1.88B-$1.885B 暂未识别到明确 ticker，适合作为宏观或行业背景观察。
波动率新闻不要直接当作方向信号，应结合成交量、OI、价差和到期日过滤。
Gap outlines 2026 adjusted EPS of $2.35-$2.45 while narrowing net sales growth to 1%-1.5%
财报/业绩新闻：Gap outlines 2026 adjusted EPS of $2.35-$2.45 while narrowing net sales growth to 1%-1.5% 暂未识别到明确 ticker，适合作为宏观或行业背景观察。
财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。