科技股韧性令投资者困惑，期权市场看跌/看涨比率给出线索
Tech stocks' resilience has puzzled investors. The options market could hold some clues
Options market data showed that the QQQ put/call open interest ratio rose to 1.49, the highest since the last week of June, as traders increased hedging against the risk of a pullback in technology stocks. The Nasdaq 100 index fell as much as 1.8% on Thursday after the FT reported that OpenAI's revenue fell short of expectations; the largest intraday transaction was bullish, but a $20 million bearish bet emerged after the market.
The put/call ratio in the options market rose to its highest level since late June, and $20 million in bearish bets emerged after the bell, indicating that traders are increasing their hedging against a pullback in technology stocks. If this signal triggers a contraction in risk appetite, the safe-haven properties of gold may receive attention, and the foreign exchange market will need to pay attention to the linkage reactions of safe-haven currencies such as the U.S. dollar and the Japanese yen.
期权市场看跌/看涨比率升至6月底以来高位，盘后出现高额看跌押注，为理解科技股韧性提供了交易面线索。
来源：CNBC Top News · cnbc.com