· 个股论点

2028年$EWY期权定价错误,杠杆产品普及后或再翻倍。

涉及标的:

中文翻译

不过这也说得通,2028年的远期期权定价严重错误,并非短期期权。仅凭隐含波动率(IV)扩张,2028年虚值(OTM) $EWY 期权就可能带来200%的收益。虽然已大幅补涨,但一旦2倍杠杆ETF以及10倍杠杆的SK海力士和三星永续合约(perps)流行起来,价格可能再翻一番。

英文原文

Makes sense though, 2028 leaps were extremely mispriced, not short dated options. Would probably be a 200% gain alone off IV expansion off 2028 OTM $EWY options. It’s caught up a decent amount but would probably double again once 2x leveraged ETFs and 10x leveraged SK Hynix and Samsung perps gain popularity.

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