智通财经网·2025-05-20 11:21Group 1 - The core viewpoint is that there is a significant divergence among traders regarding the future performance of major tech stocks, with a nearly equal amount of call and put options being held, contrasting with a generally bullish sentiment towards the broader market due to easing trade tensions [1] - The demand for call options on the Invesco QQQ Trust has reached the highest level since January, while the cost of put options is at a high percentile, indicating a shift in trader sentiment towards expecting sustained volatility in the market [4] - Despite the Nasdaq 100 index recovering most of its losses from earlier trade concerns, major tech companies like Apple, Google, Amazon, and Tesla are still experiencing declines in stock prices, highlighting uncertainty in the tech sector's outlook [5] Group 2 - Some institutional investors remain optimistic about the short-term performance of specific tech giants, as evidenced by significant purchases of call options for Amazon and Microsoft set to expire between June and August [5] - However, long-term outlooks appear more cautious, with a report indicating that bullish bets on six-month options for the S&P 500 remain relatively subdued [5]