智通财经网·2025-05-23 01:13Group 1 - A significant institutional investor has made a bullish bet of several billion dollars on the U.S. stock market, particularly through the purchase of long-dated call options expiring in June 2027 [1] - The total estimated cost of these options is around $3 billion, with a focus on major tech stocks, contributing to a 24% rise in the Nasdaq 100 index since April 8 [1] - The implied volatility of two-year options on the Nasdaq 100 ETF (QQQ.US) has reached its highest level since January, indicating increased market expectations for volatility [3] Group 2 - Specific purchases include $31.6 million for Amazon (AMZN.US), $15.9 million for Salesforce (CRM.US), and $87.8 million for Arm (ARM.US) call options [3] - The long-dated options have higher premiums compared to shorter-term contracts, reflecting the investor's strategy to capitalize on potential volatility increases rather than directly buying stocks [3] - The repeated buying pattern suggests a significant accumulation by one investor, which may influence other market participants to follow suit [3]