中文翻译
很有可能。对于隐含波动率(IV)套利，目前处于IV扩张的尾声，但$EWY仍是一个不错的机会。 IV 45%并不意味着每天波动6%，尤其是在10倍永续合约和2倍杠杆ETF推出之前。 话虽如此，韩国指数可能会继续上涨，甚至可能翻倍。SK海力士在2027年的利润将超过谷歌，但其市值仅为谷歌的1/9。
· 个股论点
分析$EWY套利机会及SK海力士估值优势
涉及标的： $EWY
英文原文
Probably. For the IV arbitrage, it’s on the tail end on IV expansion but still a good opportunity with $EWY. IV 45% does not move 6% a day, especially before 10x perps and 2x leverage ETFs come out. That being said Korean index will likely keep going up and maybe double. Sk Hynix is making more than Google in 2027 and is valued at like 1/9th the mc.