八月股票期權倉 （25th updates)

八月開倉：
2328: 28th Jul short put @13.5 八月期先收0.59%

本熊認為巿況會高位牛皮，指數上落不大而板塊輪動會增加，MSCI 是下半年信心所在。


(5th Aug) 本熊認為一係唔好信，一係早啲信。隨著墊底的券商股起動，底氣加強了不少；近兩日的調整視為健康整固，且看八月有無貨收。

2328: 28th Jul short put @13.5 八月期先收0.59%

2822: 31st Jul short put @13.0 收0.48%
; 31st Jul long call @14.5 付0.52% (3rd Aug 見無運行轉轉陣，平收0.36%)
; 3rd Aug long call @14.0 付0.36%)

2388: 31st Jul short put @37.0 收0.53%
; 1st Aug short put @38.0 收0.46%
; 1st Aug long call @40.0 付0.51%

2318: 2nd Aug short put @57.5 收0.61%

(10th Aug) 殺左落黎就要打防守了，action 1.  找實貨倉的注碼short call 收啲buffer 及平衡一下 put 同call 的比重；action 2. 準備接貨或換馬，2318 和1299 是有錢而又ok 想接的，其他若需要就止損算；action 3. 唔再加short put 了，找空間long call 博反彈及加short call。最好的scenario 是月尾收於現水平，上完落完又還原兩幻七以上的上升軌，但願本熊不用中途被拋出車外。

1299: 9th Aug short put @60.0 收0.81%

388: 9th Aug short call @240 收0.30%

1398: 10th Aug short call @5.50 收0.58%


(11th Aug) 救倉行動中，一面走一面等反攻

2388: 31st Jul short put @37.0 收0.53%; 11th Aug short put @37.0 收0.52%
; 1st Aug short put @38.0 收0.46% (11th Aug 後撤下一個防守位，平付1.08%)
; 1st Aug long call @40.0 付0.51% (11th Aug 又要走位，平收0.15%)
; 11th Aug long call @39.0 付0.26%

388: 9th Aug short call @240 收0.30%
; 11th Aug long call @215.0 付0.37%
; 11th Aug short call @225.0 收0.30%


(25th Aug) 還有三天，實在亂到一個點，比個市同自己fake 到不行，買long 搏反彈的今日先開始升；買short hedge 兩邊就夾到飛起，1398 有貨放、2318 就要硬食，其他做triangle 的還要看著辦，還有三天...

2328: 28th Jul short put @13.5 八月期先收0.59%; 15th Aug short put @13.5 收0.23%
; 24th Aug short call @16.0 收0.24%

2318: 2nd Aug short put @57.5 收0.61%
; 15th Aug short call @57.5 收0.71% (24th Aug 平5分一都用左0.5%)
; 18th Aug short put @60.0 收0.70%

700: 18th Aug short put @310 收0.37%

2388: 31st Jul short put @37.0 收0.53%; 11th Aug short put @37.0 收0.52%
; 1st Aug short put @38.0 收0.46% (11th Aug 後撤下一個防守位，平付1.08%)
; 1st Aug long call @40.0 付0.51% (11th Aug 又要走位，平收0.15%)
; 11th Aug long call @39.0 付0.26%
; 24th Aug short call @40.0 收0.11%

1398: 10th Aug short call @5.50 收0.58%
; 25th Aug short put @5.75 收0.3%

2822: 31st Jul short put @13.0 收0.48%
; 31st Jul long call @14.5 付0.52% (3rd Aug 見無運行轉轉陣，平收0.36%)
; 3rd Aug long call @14.0 付0.36% (25th Aug 平收0.29%)

(18th Aug 個星期強弱懸殊）

（25th Aug 個星期有待商榷）