Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.

本地摘要

ETF/指数新闻：The co-portfolio manager at Heartland Advisors urges investors to shut out Wall Street’s hype on AI and look for companies that can use its technology as costs come down. 相关标的：NVDA, AMD, SMH。

期权观察

ETF/指数新闻适合先看主力到期日的 call/put 成交分布，再比较个股联动。

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。