NFLX 处于派发阶段:反弹在阻力位被卖出,持续走弱,图形难看,可能下探 6665 区域。因内容领导层变动引发的抛售可能过度;若守住 70 或出现逼空,反弹可能指向 72.50 美元,但净判断是强势应被卖出。
逐段跳播
Netflix,有消息说他们的内容策略主管我认为要离职了。所以它跌了几个点。肯定会成为市场关注的对象。
Netflix, there's news their content strategist I think is stepping down. So that's down a couple points. Certainly going to be in play.
哦,他们怎么说Netflix的?等一下。我就想快速听一下他们怎么说Netflix的。Netflix因这则消息跌超3%。首席内容官Bella Bajaria将由娱乐业高管Peter Rice接替。
这消息刚出来。是的。所以今天Netflix肯定是在新闻里了。它会是我们关注的股票之一。
Oh, what are they saying about Netflix? One sec. I just want to hear what they're saying about Netflix real quick. Netflix down over 3% on the news. Chief Content Officer Bella Bajaria to be replaced by entertainment executive Peter Rice.
I mean just came out. Yeah. So test Netflix is definitely in the news today for sure. Um it's going to be one of the ones we watch.
Netflix跌得更低了。那是我们要交易的股票吗?我不知道。Netflix是我们今天要交易的股票吗?它是反弹的候选吗?不过看起来确实有点跌过头了。
Netflix trading even lower. Is that the stock they trade? I don't know. Is Netflix the stock we trade today? Is it a candidate for a rebound? Does seem like it's being a little overdone though.
我觉得Netflix今天可能挺有意思,因为创意总监变动的消息而下跌。
like I think like Netflix could be interesting today um on down on news of a creative director change.
是的。所以,这算是,或者说我猜他们是在给这艘船换舵手。换了个新人,男的还是女的?是男的吗?他们换了个男的上来。从一位女士换成了一位男士。因这则消息下跌。
Yeah. So, you know, that is or I guess they're changing the rudder on the ship. Uh moving the new guy or gal. Is it a guy? They put a new guy in place. switch from a lady to a man. Down on the news.
这是一个相当不错的支撑区,但大家对Netflix非常悲观,我得说我不知道它的账目情况如何。我真的完全不知道。
You know, this a pretty this a pretty fair support zone, but people are very negative on Netflix and I have to say I do not know what the books look like. I really have no idea.
它每一次反弹都仍处在派发阶段。看到这条线,如果你不跟踪吸筹派发指标,这是个很值得放到图表上的东西,因为它能告诉你大资金在做什么。所以如果你在零线以下,你的大反弹都会遭遇抛售。你那些偏离移动均线的反弹,均线稍微慢一点。
它们会涨到阻力位然后被卖出。你在Netflix这里能非常明显地看到这一点。它就是不断地滚落、滚落。所以即使它真的反弹,还有另一个抛售区在等着它。
It's still in distribution every single bounce. When see this line, if you don't follow accumulation distribution, it's a great thing to put on your chart because it tells you what big flow is doing.
And so if you're under the zero line, your big bounces are going to get sells. Your bounces away from your uh moving averages that are a little bit slower. They're they're going to move up into resistance and they're going to sell.
And you're seeing that very actively here in Netflix. And it's just continues to roll over and roll over. And so even if it does bounce, there's another selling zone waiting for it.
交易员们会尝试反弹吗?我们来看看。一直回到,这是哪里?10月初,阻力区是69,它在10月11日守住了69,然后10月14日也是。它能再次守住这里吗?有可能。是的,绝对有可能。他们会尝试反弹。
这张图看起来真的很糟糕。我是说,这张图病得不轻。所以看起来他们会尝试筑底,但你知道,在这结束之前我们会不会看到6665这个区域?有可能。很有可能。
Are the traders going to try and bounce? We'll take a look here. All the way into where was this? The beginning of the month in October, the resistance area was 69 and it held at 69 on October the 11th and then on October the 14th.
Could it hold here again? Potentially. Yes, absolutely. They'll try to bounce. This chart is this really looks bad. I mean, this chart's sick. And so I It looks like they're going to try and base, but you know, could we see this 6665 area before it's all over? Potentially. Quite potentially.
我们讲了TLT,讲了Netflix,讲了,我们讨论了Balanteer,还有Coree,我觉得这个很重要,但开盘时你打算关注什么?
We we went over TLT, we went over Netflix, we went over we discussed Balanteer, um we have Coree, I think is important, but what what are you going to be watching on the open?
我们来看看Netflix在这个边缘位置表现如何。>> 哦,哇。Netflix才是那个大动作。Netflix直接因消息拉升,快速涨了一美元。是的,那本来会是更好的交易标的。>> 是的,不过它还是会跌下去的。
记住,这就是我们一直在看的那个,我说过,嘿,我们有这条70的线,但上方这个71区域,这个深粉色区域是前一个开盘日的K线形态。所以在派发之下进入那个区域告诉我们,嘿,听着,我们会在这里看到一些抛售。
所以你要找的是这次初步反弹之后无法守住更高位置。所以你在找它。看,它正在进入昨天的空间。如果你对自己说,嘿,我想买它。你能看到他们现在正在买。那条吸筹线直直向上,动能也在动。趋势永远是主宰,永远都是。
所以这很容易就是一次逼空,意思是,嘿,如果我是空头,我要赶紧离场。所以如果你没赶上最初的这波,就等等。看看它在72附近这里表现如何,再决定。但在我看来,这个价格走势在顶部是有抛压的>> 对Netflix而言。
Let's Let's take a look at how Netflix is doing off of this edge. >> Oh, wow. Netflix was the move. Netflix uh Netflix went straight up on the news quick dollar change. Yeah, that would have been a better one to trade.
>> Yeah, it's still going to sell off though. Remember this is the one where we're looking at I said hey we got this 70 line but up above this 71 zone this dark pink area is the candlestick formation of the prior opening day.
And so moving into that zone under negative um under distribution tells us, hey, listen, we're we're going to see some selling here. So, what you want to look for is the failure to hold higher off of this initial bounce.
So, you're looking for it. Here it is entering in to yesterday's space. If you say to yourself, hey, I I want to buy it. You can see that they're buying it right now. That accumulation line is straight up and the momentum is moving.
A trend is always master and commander always. So this easily a squeeze that says, hey, I'm getting I'm getting out of here if I was short. So if you didn't catch the initial move, just wait. see how it looks up here near 72ish and go from there.
But in in my mind, this price action has got selling at the top of it >> for Netflix.
>> 这是在把他们架起来等着被宰。>> 是的。嗯,我是说,这可能是空头回补,对吧?但它的位置告诉我们,这波整体走势处在派发阶段。所以如果这波上涨大概率是空头回补。现在如果他们空头仓位很重,它可能继续上涨。
所以这就是为什么你不要说,嘿,我现在就要把它卖掉,因为我觉得它会滚落。不,你要等它告诉你它已经没有能量再涨了。然后再做这笔交易,而不是在那之前。所以如果它回来并守住70,可能会有一些向上的资金流,但在这个节点,我的怀疑是,你知道,这段上涨应该会转回下跌。
所以如果你在找零日到期期权,买那个70的看跌期权,你知道,在这个节点它的delta大概在40左右,如果你打算快进快出,这不算一个坏主意。
>> Setting them up to be slaughtered. >> Yeah. Well, I mean, it could be shorts covering, right? But it's it's got it's got the location tells us that this move overall is in distribution.
So if this move up is probably short covering. Now if they're very short, it could continue to rise. And so that's why you don't go, "Hey, I'm just going to sell this right now cuz I think it's going to roll over."
No, you wait for it to tell you it's got no energy left to move. and then you take the trade but not before. So if it comes back and holds 70, it could have some upward flow but at this juncture my suspicion is you know this upward patch should rotate back down.
And so if you're looking for a a zero DTE taking that 70 put which is you know that's that's probably got a delta about 40 at this juncture that's that's not a that's not a bad thought if you're going to go in quickly and come out quickly.
Netflix,它就只有那一波好走势,你说过你认为那是一次伏击,它正在往下走。
Netflix, it only had that one good move and you said you thought they were it was an ambush and it was coming down.
Netflix仍然有意思。你怎么看Netflix?你觉得它最终会因这则消息反转吗?嗯,你知道,它还在开盘K线形态里,所以你只能
Netflix remains interesting. What do you think about Netflix? You think this Do you think this ends up reversing on the news? Well, um, you know, it's still in the opening candle formation, so you just have to
我要买,我要买一些Netflix 72的看涨期权。我刚以16美分买入了它们。16美分,因为风险就是16美分。所以当你问我止损在哪里,16美分,那就是我最多能亏的,对吧?
I'm going to buy I'm going to buy some of the Netflix 72 calls. I just took them for 16 cents 16 cents because risking 16 cents. So when you ask me what my stop is, 16 cents that's the most I could lose, right?
冒着16美分的风险。所以当你问我我的止损是什么,16美分,那就是我最多能亏的,对吧?而且这更多是因为它向我展示了一定的韧性,你知道,他们对内容领导层的变动形成了某种看法。也许人们觉得,不,这没什么问题,他们把它变成了一件好事,然后你看到Netflix最终一天涨一美元。
risking 16 cents. So when you ask me what my stop is, 16 cents that's the most I could lose, right? And it's more of like what has shown me kind of resilience and and you know they formed an opinion on change the content leadership.
Maybe people think like no this is fine and they turn it into a good thing and you see Netflix end up a dollar a day.
是的。所以,Netflix能不能,有没有理由说Netflix今天能涨2美元?有。是的,嗯,我是说,这类事情总是有理由的。问题是,这个理由成立吗?
Yeah. So, could Netflix go is there an argument to be made that Netflix could be $2 higher today? Yeah. Yeah, there's Well, I mean, there's always an argument um for that sort of thing. The question is um is it valid?
我是说,我们可以争论这类事情。嗯,我觉得,我觉得问题在于,我这么说的原因是,如果你说它是因为领导层变动而下跌,那这就太取决于这位领导者是谁了。所以这有点像一种情绪化的反应。
I mean, we can we can argue those sorts of things. Well, I think I think the thing is the reason I'm saying that is because if you're saying it's down on the change in leadership, then that's such subject to the position of who the leader is.
So, it's kind of like an emotional an emotional response.
我相信情况就是这样,对吧?所以,也许就像这样,他们的想法是,算了,这没问题。对,这说得通。我们等来一波上涨,那我就买一些便宜期权,如果它能涨一美元,那就行了。
I believe that's what this is, right? So, maybe like so the idea that they're like, you know what, no, this is fine. Yeah, that makes sense. We get a run up, so I buy some cheap options and if we want to go up a dollar, then that would be fine.
对。对。而且你知道,在这个领导层事件上,推动这些股票的成交量并不多。就是那个收盘。下午4点那个区域的K线形态,成交量比9点30分开盘时大得多。所以一路涨到上面那个位置,他们从那个位置卖出,然后就一路直下。
所以,如果它要上涨,那根K线的收盘价就是那个数字。也就是72.50美元。那是你可以关注的一个很好的目标位。
Yeah. Yeah. And you know there's not a lot of volume here moving these guys on this leadership event. It's that closing there. The cattle formation at the 400 p.m. region way more volume than the 9:30 open.
And so that's all the way up here that they sold from that space and then it just went straight down. So, if it is going to move up, that candle close is going to be that number.
And that's $72.50. That is a great target for you to look at from that.
顺便说一句,到那个时候,你的期权会涨6倍。绝对。嗯,不是从16美分到70美分。哦,好吧。我以为你说的是72,不是7250。
By the way, at that point, your options would be up 6x. Absolut. Well, not 16 cents to 70 cents. Oh, okay. I thought you said 72, not 7250.
呃,不是。我买的是72的看涨期权,但在7250的时候,那些期权是0.7美分,离……对,绝对。对,它会很猛。所以那就是目标区域。这确实就是我怎么找目标位的方式。
Uh, no. I bought the 72 calls but at 7250 those options were.7 cents off the Yeah, absolutely. Yeah, it will be a beast. So that would be the target zone. That's really how I look for targets.
然后是Netflix,你知道,买一些便宜看涨期权的想法是不错,但当你买太多的时候,它们就不再便宜了。
And then the Netflix, you know, the idea of it was good um for some cheap calls, but it they stop becoming cheap when you buy too many.
这个频道对 $NFLX 的历次判断
Benzinga 在这只股票上共 6 条判断,这里只列相邻的几条。