After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.

本地摘要

科技股新闻：Bill Hench, of First Eagle, stepped away from the artificial-intelligence trade with small-capitalization bets on a recovery of the U.S. housing construction market. 相关标的：NVDA, AMD, SMH。

期权观察

个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。

研究提示

这条新闻用于帮助快速定位可能值得进一步查看的标的、行业和波动率变化。进入期权链或扫描器前，仍应核对财报日期、流动性、买卖价差、隐含波动率和最大亏损。