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CBOE
33 atoms · 跨 8 天 · 首见 2026-05-01 · 最近 2026-06-29
三色: 🟦 fact 23 · 🟥 take 10 · stance ▲10/▼1/◆4
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 2
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 33
时态: fresh:27 · stale:6
标签: 好数字:14 · 好信源:12 · 好观点:10
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
CBOE当前股价249.10美元，月跌幅29.22%，接近52周低点[ id:1f70e57179b69ca5, ba84f71e089d1074, fcbe61ea34810645 ];市值26.07B，市盈率21.27[ id:02b03240b3b4692b, 5a58fffdbd72ac70 ]。下跌主因是CFTC批准Kalshi和Coinbase推出新衍生品，引发竞争担忧[ id:fca0c36d7a2c4839 ]。多头认为竞争对交易所业务并非致命，且CBOE拥有S&P; 500指数期权独家经营权至2032年，现有营收基本不受影响[ id:de5fe42e23b04d26, 36cf49bca2d150ad, 2c3d6905204cb689 ]。相反，看空者强调新产品的引入正直接压低股价[ id:fca0c36d7a2c4839 ]。不过，CBOE新推出了S&P; 500预测市场，显示其仍在扩大产品线[ id:eda1914cb75b9abf, 2403bcfecbf98111 ]。基本面与网络效应据称处于历史最强，但股价仍在低位徘徊[ id:f0b69fa6a9f006a4, 0a85e7600198dcf8 ]。
🧭 拥挤度 (一人一票): ▲ 3 位作者 (KOL3) vs ▼ 1 位作者 (KOL1)
🟦 客观事实 (facts) (10)
- <a id="atom-907607c112800a90"></a>🟦 2026-06-21
X·@negligible_cap · 股价月变动 · 价格动态
月变动: -102.84 (-29.22%)
tags: 好数字 · → daily
value: qty=-102.84 (-29.22%) · date=1个月
[图: Cboe Global Markets Inc (BATS: CBOE) 的一个月股价走势图及相关财务数据 — 股价: 249.10 USD; 月变动: -102.84 (-29.22%); 市值: 26.07B; 市盈率 (P/E ratio): 21.27; 52周区间: 225.00 - 371.18]
📷 原图
- <a id="atom-02b03240b3b4692b"></a>🟦 2026-06-21
X·@negligible_cap · 市值 · 估值
市值: 26.07B
tags: 好数字 · → daily
value: qty=26.07B
[图: Cboe Global Markets Inc (BATS: CBOE) 的一个月股价走势图及相关财务数据 — 股价: 249.10 USD; 月变动: -102.84 (-29.22%); 市值: 26.07B; 市盈率 (P/E ratio): 21.27; 52周区间: 225.00 - 371.18]
📷 原图
- <a id="atom-5a58fffdbd72ac70"></a>🟦 2026-06-21
X·@negligible_cap · 市盈率 · 估值
市盈率 (P/E ratio): 21.27
tags: 好数字 · → daily
value: qty=21.27
[图: Cboe Global Markets Inc (BATS: CBOE) 的一个月股价走势图及相关财务数据 — 股价: 249.10 USD; 月变动: -102.84 (-29.22%); 市值: 26.07B; 市盈率 (P/E ratio): 21.27; 52周区间: 225.00 - 371.18]
📷 原图
- <a id="atom-fcbe61ea34810645"></a>🟦 2026-06-21
X·@negligible_cap · 52周股价区间 · 价格动态
52周区间: 225.00 - 371.18
tags: 好数字 · → daily
value: qty=225.00 - 371.18
[图: Cboe Global Markets Inc (BATS: CBOE) 的一个月股价走势图及相关财务数据 — 股价: 249.10 USD; 月变动: -102.84 (-29.22%); 市值: 26.07B; 市盈率 (P/E ratio): 21.27; 52周区间: 225.00 - 371.18]
📷 原图
- <a id="atom-1f70e57179b69ca5"></a>🟦 2026-06-21
X·@negligible_cap · 当前股价 · 价格动态
股价: 249.10 USD
tags: 好数字 · → daily
value: qty=249.10
[图: Cboe Global Markets Inc (BATS: CBOE) 的一个月股价走势图及相关财务数据 — 股价: 249.10 USD; 月变动: -102.84 (-29.22%); 市值: 26.07B; 市盈率 (P/E ratio): 21.27; 52周区间: 225.00 - 371.18]
📷 原图
- <a id="atom-ba84f71e089d1074"></a>🟦 2026-06-21
X·@negligible_cap · 股价月跌幅 · 价格动态
月变动: -102.84 (-29.22%)
tags: 好数字 · → daily
value: qty=-29.22% · date=1个月
[图: Cboe Global Markets Inc (BATS: CBOE) 的一个月股价走势图及相关财务数据 — 股价: 249.10 USD; 月变动: -102.84 (-29.22%); 市值: 26.07B; 市盈率 (P/E ratio): 21.27; 52周区间: 225.00 - 371.18]
📷 原图
- <a id="atom-eda1914cb75b9abf"></a>🟦 2026-06-24
X·@zerohedge · 推出了预测市场 · 产品发布
CBOE Debuts Prediction Market With S&P 500 Contracts
tags: 好信源 · → daily
value: product=S&P 500 Contracts
- <a id="atom-36cf49bca2d150ad"></a>🟦 2026-06-02
X·@Divergent7651 · 拥有特有产品 · 竞争格局/产品发布
Exchanges usually have proprietary products - e.g., CBOE's exclusive rights to trade S&P 500 Index options through December 31, 2032
tags: 好信源 · → daily
- <a id="atom-6a905b51537f1c62"></a>🟦 2026-06-23
X·@MoodyWriter13 · EV/EBIT 估值倍数 · 估值
CBOE at around 16 to 17 times
tags: 好数字 · → daily
value: qty=16-17倍 · date=当前
- <a id="atom-e0e8a3a88c7054b0"></a>🟦 2026-06-23
X·@MoodyWriter13 · 计划推出永续期货 · 产品发布
CBOE has announced that it plans to offer perpetual futures for BTC and ETH
tags: 好信源 · → daily
value: direction=planned
🟥 多头 takes (bullish) (9)
- <a id="atom-3d0b6ca9bf37628f"></a>🟥 2026-06-29
X·@MoodyWriter13 · 在行为金融市场周期第三和第四阶段表现强劲 · 市场周期/营收驱动
Options exchanges such as $CBOE and $MIAX thrive during Phases 3 and 4 of the Behavioral Finance market cycle.
tags: 好观点 · → daily
📷 原图
- <a id="atom-0a85e7600198dcf8"></a>🟥 2026-06-29
X·@MoodyWriter13 · 股价接近低点 · 价格动态/仓位情绪
Yet, despite this backdrop, these stocks are still trading near their lows.
tags: 好观点 · → daily
📷 原图
- <a id="atom-f0b69fa6a9f006a4"></a>🟥 2026-06-23
X·@ragingbullcap · 基本面与网络效应前所未有强劲 · 竞争格局/估值
Some of the best business in history are on fire sale while their fundamentals and network effects have never been stronger
tags: 好观点 · → daily
- <a id="atom-33a1329a344583b0"></a>🟥 2026-06-02
X·@Divergent7651 [老旧] · 新产品的推出是好事 · 仓位情绪
The approval of a new type of derivate product is a good thing for incumbent exchange businesses.
tags: 好观点 · → daily
- <a id="atom-2c3d6905204cb689"></a>🟥 2026-06-02
X·@Divergent7651 [老旧] · 现有业务线不受永续期货影响 · 营收/竞争格局
Incumbent revenues and earnings are mostly insulated because perps are not a substitute for their main products and services.
tags: 好观点 · → daily
- <a id="atom-de5fe42e23b04d26"></a>🟥 2026-06-02
X·@Divergent7651 [老旧] · 竞争对交易所业务不是致命的 · 竞争格局
Competition is not fatal to exchange businesses.
tags: 好观点 · → daily
- <a id="atom-2403bcfecbf98111"></a>🟥 2026-06-02
X·@Divergent7651 [老旧] · 可以通过扩大产品供应来竞争 · 竞争格局
Exchanges can always expand their product offerings around their main products
tags: 好观点 · → daily
- <a id="atom-213f8b25871e0ca1"></a>🟥 2026-06-02
X·@Divergent7651 [老旧] · 交易所的历史盈利复合能力未受影响 · 盈利能力
Nothing has impacted the incumbents' ability to compound their earnings in their existing business lines as toll booths on the overall volume of trading of securities.
tags: 好观点 · → daily
- <a id="atom-690ffc6429b815bd"></a>🟥 2026-06-02
X·@Divergent7651 [老旧] · 下跌是没道理的 · 仓位情绪
Drawdown is unwarranted; presents an opportunity.
tags: 好观点 · → daily
🟥 空头 takes (bearish) (1)
- <a id="atom-fca0c36d7a2c4839"></a>🟥 2026-06-02
X·@Divergent7651 · 股价下跌原因 · 价格动态/监管政策
So apparently $CBOE $ICE $CME and $MIAX are drawing down because the Commodity Futures Trading Commission has allowed Kalshi and Coinbase to introduce a new derivatives product - perpetual crypto futures.
tags: 好观点 · → daily
🟦 新闻流 (squawk · 13)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-361fd7c02a029a0e"></a>🟦 2026-06-23
X·@FirstSquawk · 发布了预测市场平台 · 产品发布
CBOE LAUNCHED CBOE PREDICTS, ITS NEW PREDICTION MARKETS PLATFORM, DEBUTING THE FIRST CONTRACTS THROUGH INTERACTIVE BROKERS, WITH A ROLLOUT ON SCHWAB EXPECTED TO FOLLOW.
tags: 好信源 · → daily
value: date=2026-06-23
- <a id="atom-0d2ae21413cb84c2"></a>🟦 2026-06-23
X·@FirstSquawk · 推出了迷你标普500指数二元期权 · 产品发布
THE EXCHANGE ALSO INTRODUCED XSPBW AND XSPBX BINARY OPTIONS ON THE MINI-S&P 500 INDEX AND WILL ENABLE XSP VERTICAL SPREADS TRADING THROUGH ITS QUOTED SPREAD BOOK FRAMEWORK, EXPANDING DERIVATIVES TRADING OPTIONS FOR INVESTORS.
tags: 好信源 · → daily
value: date=2026-06-23
- <a id="atom-628ca925298237f5"></a>🟦 2026-06-19
X·@FirstSquawk · 与Schwab合作推出期权合约 · 产品发布
SCHWAB WORKING WITH CBOE TO ROLL OUT OPTIONS CONTRACTS - WSJ
tags: 好信源 · → daily
- <a id="atom-811b7909ce93f352"></a>🟦 2026-05-28
X·@FirstSquawk · 收到SEC批准推出延长交易时段 · 监管政策
CBOE RECEIVED SEC APPROVAL TO LAUNCH EXTENDED TRADING HOURS FOR SELECT SINGLE-STOCK OPTIONS, WITH THE NEW SESSION SET TO BEGIN JULY 13, 2026.
tags: 好信源 · → daily
- <a id="atom-f1f9c2e57533186c"></a>🟦 2026-05-28
X·@FirstSquawk · 延长交易时段初始包含约20只高流动性股票 · 监管政策
THE INITIAL ROLLOUT IS EXPECTED TO INCLUDE ABOUT 20 HIGH-LIQUIDITY NAMES, INCLUDING ALL “MAGNIFICENT 7” MEGA-CAP TECH STOCKS.
tags: 好信源 · → daily
- <a id="atom-7923a32f6652f225"></a>🟦 2026-05-28
X·@FirstSquawk · EDGX 23/5 股票交易上线计划 · 交易产品
CBOE SAID IT PLANS TO LAUNCH 23X5 U.S. EQUITIES TRADING ON ITS EDGX EQUITIES EXCHANGE IN DECEMBER
tags: 好信源 · → daily
value: date=December
- <a id="atom-64ec00c5e84ad412"></a>🟦 2026-05-28
X·@FirstSquawk ⭐ · 延长期权适用资格要求：合约数量下限 · 交易产品
ELIGIBILITY REQUIREMENTS FOR EXTENDED-HOURS OPTIONS INCLUDE AT LEAST 150,000 CONTRACTS
tags: 好数字·好信源 · → daily
value: qty=150,000 contracts
- <a id="atom-1bc4ce56f0d0894b"></a>🟦 2026-05-28
X·@FirstSquawk ⭐ · 延长期权适用资格要求：市值下限 · 交易产品
ELIGIBILITY REQUIREMENTS FOR EXTENDED-HOURS OPTIONS INCLUDE A MARKET CAP ABOVE $50 BILLION
tags: 好数字·好信源 · → daily
value: qty=$50 billion
- <a id="atom-d1832e0bf46f95aa"></a>🟦 2026-05-28
X·@FirstSquawk ⭐ · 延长期权适用资格要求：日均交易量下限 · 交易产品
ELIGIBILITY REQUIREMENTS FOR EXTENDED-HOURS OPTIONS INCLUDE A DAILY AVERAGE TRADING VOLUME OF MORE THAN 10 MILLION SHARES
tags: 好数字·好信源 · → daily
value: qty=10 million shares
- <a id="atom-25758df6ddcc21c2"></a>🟦 2026-05-01
X·@wallstengine · Q1营收 · 营收
$CBOE Global Markets Q1 Earnings Highlights 🔹 Revenue: $728.9M (Est. $693.75M) 🟢
tags: 好数字 · → daily
value: qty=$728.9M · date=Q1 2026
📷 原图
- <a id="atom-e933289af7bd29fa"></a>🟦 2026-05-01
X·@wallstengine · Q1每股收益 · 盈利能力
$CBOE Global Markets Q1 Earnings Highlights 🔹 EPS: $3.70 (Est. $3.25) 🟢
tags: 好数字 · → daily
value: qty=$3.70 · date=Q1 2026
📷 原图
- <a id="atom-097f02c88b2b256e"></a>🟦 2026-05-01
X·@wallstengine · Q2营收指引 · 业绩指引/营收
Q2 Guide: 🔹 Revenue: $838M-$853M (Est. $662.7M) 🟢
tags: 好数字 · → daily
value: qty=$838M-$853M · date=Q2 2026
📷 原图
- <a id="atom-1855b8a3773dd223"></a>🟦 2026-05-01
X·@wallstengine · 裁员比例 · 人事变动/成本
$CBOE Global Markets Q1 Earnings Highlights 🔹 Workforce Reduction: 20% of staff, or ~1,670 employees, laid off
tags: 好数字 · → daily
value: qty=20% · date=2026-05-01
📷 原图
⏱ 时间轴 (近 20)
- 🟥 2026-06-29 ·
narrative · 在行为金融市场周期第三和第四阶段表现强劲 · → daily
- 🟥 2026-06-29 ·
narrative · 股价接近低点 · → daily
- 🟦 2026-06-24 ·
fact · 推出了预测市场 · → daily
- 🟦 2026-06-23 ·
fact · EV/EBIT 估值倍数 · → daily
- 🟦 2026-06-23 ·
fact · 计划推出永续期货 · → daily
- 🟦 2026-06-23 ·
fact · 发布了预测市场平台 · → daily
- 🟦 2026-06-23 ·
fact · 推出了迷你标普500指数二元期权 · → daily
- 🟥 2026-06-23 ·
narrative · 基本面与网络效应前所未有强劲 · → daily
- 🟦 2026-06-21 ·
fact · 股价月变动 · → daily
- 🟦 2026-06-21 ·
fact · 市值 · → daily
- 🟦 2026-06-21 ·
fact · 市盈率 · → daily
- 🟦 2026-06-21 ·
fact · 52周股价区间 · → daily
- 🟦 2026-06-21 ·
fact · 当前股价 · → daily
- 🟦 2026-06-21 ·
fact · 股价月跌幅 · → daily
- 🟦 2026-06-19 ·
fact · 与Schwab合作推出期权合约 · → daily
- 🟥 2026-06-02 ·
narrative · 股价下跌原因 · → daily
- 🟥 2026-06-02 ·
position · 新产品的推出是好事 · → daily
- 🟥 2026-06-02 ·
position · 现有业务线不受永续期货影响 · → daily
- 🟥 2026-06-02 ·
position · 竞争对交易所业务不是致命的 · → daily
- 🟦 2026-06-02 ·
fact · 拥有特有产品 · → daily
← 实体目录 · 系统日志
