科技股科技股新闻:New reports outline deal talks between the two companies as open-source AI technology comes more into focus. 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。
MarketWatch08/27 11:17NVDA, AMD, SMH
波动率波动率新闻:Veeva targets maintaining over 70% CRM share as it expects first Falcon go-lives this year 相关标的:CRM。
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。
Seeking Alpha Market Currents08/27 11:00CRM
财报财报/业绩新闻:Lantronix expects unmanned systems to reach 15% to 20% of revenue in fiscal 2027 as it guides Q1 revenue to $31M to $33M 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。
Seeking Alpha Market Currents08/27 10:40未识别 ticker
财报财报/业绩新闻:NVIDIA expects ~70% fiscal 2028 revenue growth as it resets gross margin outlook to 72%-73% 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。
Seeking Alpha Market Currents08/27 10:30NVDA, AMD, SMH
市场市场新闻:CrowdStrike outlines FY 2027 net new ARR of $1.350B-$1.359B as Falcon Flex ending ARR surpasses $2.29B 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。
Seeking Alpha Market Currents08/27 09:40未识别 ticker
财报财报/业绩新闻:Ooma forecasts FY2027 EPS of $1.35-$1.38 while targeting $332M-$333.5M in revenue 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。
Seeking Alpha Market Currents08/27 09:00未识别 ticker
宏观宏观新闻:Trans-Alaska oil pipeline owners seeking early renewal of federal land rights - Bloomberg 相关标的:USO, XLE。
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。
Seeking Alpha Market Currents08/27 08:40USO, XLE
市场市场新闻:Wendy’s plunges after-hours as Trian reportedly has no plans to bid for the company 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。
Seeking Alpha Market Currents08/27 08:14未识别 ticker
宏观宏观新闻:Cook’s lawyer says she made an inadvertent error listing her apartment in Atlanta as a primary residence 相关标的:SPY, QQQ。
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。
MarketWatch08/27 08:14SPY, QQQ
市场市场新闻:U.S. diesel inventories reach record low with winter heating season approaching 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。
Seeking Alpha Market Currents08/27 07:55未识别 ticker
财报财报/业绩新闻:Agilent forecasts FY2026 revenue of $7.49B-$7.51B and EPS of $6.18-$6.21 as China returns to 9% growth 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。
Seeking Alpha Market Currents08/27 07:31未识别 ticker
市场市场新闻:Wheat futures surge to three-year highs on Russia-Ukraine escalation fears 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。
Seeking Alpha Market Currents08/27 06:42未识别 ticker