知名投資人Michael Burry在Substack發文稱,他已建立新的淡倉頭寸,買入iShares半導體ETF(代碼SOXX)的看跌期權。他買入的是2027年1月到期、行權
https://www.hk01.com/財經快訊/60343748/michael-burry買入半導體etf看跌期權
https://www.hk01.com/財經快訊/60343748/michael-burry買入半導體etf看跌期權
🦃 Thanksgiving AI stack — SOXX on watch
Stats ▶
YTD: +31.9% vs QQQ +28.9% (Nov 2025)
1M: −4.5% from recent high
Top-5 (NVDA/AVGO/AMD/ASML/TSM): ~31.1% of fund
Angle ▶ Basket exposure to AI GPUs, memory, and tools while smoothing single-stock volatility.
Not investment advice.
#SOXX #AI #Semiconductors #ETFs 🍁