AI stocks haven’t played by the normal valuation rules. Now that rates are higher, they may have to, says UBS

本地摘要

财报/业绩新闻：Historically, the surges in investment and in the profitability it produced have proven unsustainable for U.S. tech companies, says Michel Lerner. 相关标的：NVDA, AMD, SMH。

期权观察

财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。

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。