The New China AI IndexThe FTSE China A50 Index is rapidly transforming from a traditional China index into a concentrated AI hardware trade, with mainland semiconductor and optical names now dominating both performance and positioning.At the same time, the index is developing one of the world’s most extreme inverted call skews, with investors aggressively overpaying for far-OTM upside exposure. That anomaly may offer a rare opportunity to structure cheaper upside exposure via call spreads while the AI frenzy keeps building.
The China AI Options Anomaly
Exploiting the world’s most extreme AI call skew
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