· 个股论点

建议以低IV买入$XLU做多美国电网。

涉及标的:

中文翻译

@Investmnt_Eagle 我依然这么认为!理想的隐含波动率(Implied Volatility, IV)应为14-16%,而不是你关注的那些升水期权所对应的~21-23% IV。重点是 $XLU 是对美国电力/电网未来两年的方向性做多(受益于低 IV)。

英文原文

@Investmnt_Eagle I still think so! Ideal would be 14-16% IV not the elevated strikes you're looking at ~21-23% IV. Point was $XLU was a directional long on US power/grid over the next two years (that benefits from low IV).

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