“年底对冲AI泡沫=纯浪费钱”?期权交易员押注,美股科技股牛市至少延续到明年1月

华尔街见闻
Dec 10, 2025

期权交易员正通过衍生品市场发出明确信号:科技股的上涨行情远未结束。据彭博报道,科技七巨头股票看涨期权的未平仓合约相对于看跌期权已接近2023年3月以来的最高水平,显示交易员正为股价进一步上涨做准备。这一现象表明,至少在明年1月之前,科技股的上涨动能有望延续。Miller Tabak + Co首席市场策略师Matt Maley表示:"在过去一两年里,年底买入科技股对冲工具纯属浪费金钱。"他指出,如果...

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