The best of the AI trade could be behind us. Here’s how to prepare, according to Barclays.

本地摘要

财报/业绩新闻：The London-based bank recommends holding on to Big Tech stocks ahead of their earnings, but has a preference for companies with strong business models. 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。