《The Big 3: TGT, XLU, AAPL》
因预期资金将从科技板块轮动而出，看涨XLU；通过看涨期权价差瞄准41-45美元区间。
但我想转到你的下一个，Don。你的第二个选择是 State Street 的公用事业板块 ETF。那么你怎么看公用事业？
Uh but I want to move uh to your next one, Don. You've got the utility sector ETF from State Street here as your second pick. So how are you looking at utilities?
是的，这实际上将是一笔看涨交易，但可以说，它是出于所有正确的看跌理由而看涨。看，科技股只要一开始抛售。而且它已经有过惊人的涨势。我相信我们会看到资金轮动回 XLU。
Yeah, this is actually going to be a bullish trade, but it's it's bullish for all the right bearish reasons, if you will. Look, tech starts to sell off at all. And it has had an amazing run.
I believe that we're going to see a rotation back into XLU.