同时拥有英伟达和特斯拉，你就拥有了一个……

美股解毒师

……近乎对冲的组合！TOT

要说今年以来， $特斯拉(TSLA)$ 和 $英伟达(NVDA)$ 的走势基本就是完全相反。股价走势图就很一目了然。

价

前三个月NVDA无限风光，TSLA股东备受折磨。进入4月，TSLA反而逆势回升。

统计了一下相关性，NVDA于TSLA的今年年初以来的相关性仅仅为0.002，而过去两年的平均为0.245

同样的，TSLA与AAPL的相关性保持在0.5左右.

量

如果用期权的隐含波动率来观察，2024年以来，TSLA和NVDA的平价期权波动率也呈现了此消彼长的波动。

无论是PUT还是CALL，NVDA的IV都经历了与股价波动类似的情况。且3月高点以来的回落也比较明显

目前，NVDA和TSLA的平价期权IV水平再度相似。

芯片股实现4连涨！AMD绩前能否上车？

芯片股指收涨2%，实现四连涨！其中超微电脑涨超4.3%，英伟达涨超3.7%，台积电涨约3%，AMD涨超1.3%，【$150的AMD能否抄底？大盘不稳，现在你会怎么操作呢？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

琼斯穷死了
04-10
琼斯穷死了
你的跟踪分析非常出色👏！感谢你的详细解释，让我更好地理解了这两支股票的走势。
说你逗你还真逗00
04-14
说你逗你还真逗00
走势相反，NVDA和TSLA的平价期权IV水平相似，大机会
高富不帅W
04-14
高富不帅W
突然间有种拨开云雾见晴天的感觉，感谢分享
哈里吨冲击
04-14
哈里吨冲击
买点特斯拉的正股，四月份能不能赚钱就靠他了
砖头和花朵
04-14
砖头和花朵
这样的组合都被你挖出来了，你不赚钱谁赚钱？
互联网第N代
04-14
互联网第N代
你觉得英伟达会调整到什么位置？

发表看法

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3

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