智通财经APP获悉,摩根大通的数据显示,非专业投资者现在在美国期权市场中所占的比例比以往任何时候都要大,他们将大量资金投入短期押注,并青睐科技股。以Bram Kaplan为首的摩根大通策略师周五表示,散户在6月份的期权交易总额中占18.3%,创历史新高。超过60%的订单是一周或更短时间到期的合约,在单股交易中,科技期权的需求最高。
就科技股而言,散户期权交易员似乎一直看涨,而股票交易所交易基金(ETF)则相反。英伟达(NVDA.US)和其他人工智能公司推动标普500指数在2024年屡创新高,随着投资者试图抓住涨势,看涨期权的需求有时会大幅高于看跌期权。
摩根大通策略师表示:“这可能表明,投资者将期权作为股票的替代品,以获得更好的杠杆渠道;另一方面,他们可能使用期权作为其广泛市场ETF多头头寸的叠加,以获得收益和对冲。”
另外,根据投资和交易平台eToro周三公布的报告,金融服务类股票和现金目前受到美国散户投资者的青睐。54%的投资者表示他们持有金融服务类股票,随后是占比49%的科技股甘肃配资平台,能源股(39%)和通信股(36%)也紧随其后。
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