$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

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iAm22
03-22

$特斯拉(TSLA)$中国的ev只会越来越难，出海会受到限制，海外电气化变慢和贸易门槛的设置。不单单是神车，其他车也一样。

2024前两月的回顾

$英伟达(NVDA)$ 随着英大的闪耀，神车$特斯拉(TSLA)$ 去年开始渐渐的失去光泽…… 这周英大各种破纪录的波动，特别是昨晚十倍期权，这是我第一次抓到十倍期权，现在我很少玩期权，所以暴富的机会基本没遇到。这周让英大在我的收益排行从第五升到了第三！然而如我预期的神车如果只是对新能源车业务来说，估值已经够够的了，我作为马一龙的粉丝八九年了，被这猪队友坑过太多次，跟踪新闻看推等，对马大嘴模式还是很介意的，目前是马大嘴X的CEO，经济大势和新能源市场的低预期，我今年以来几乎没有做多过特斯拉，短线做空较多，也胜率较大，不过每次资金参与不大，不过每次赚点旅游的钱是够的。还有$理想汽车(LI)$ 等新能车的做空，让理想的收益也排进了第五。亏损排行变化不大，减亏了一点$三倍做多富时中国ETF-Direxion(YINN)$ 😊，后续还是会继续长线做$阿里巴巴(BABA)$ ！目前基本盈亏平衡，本来赚不少，前面的暴跌，会吐相当厉害。我依旧相信中国股市会有一波较长时间的机会，股市的企稳，会对百姓信心恢复有利，后续对经济的正反馈也会得到验证。作为已经相当低估的阿里巴巴，腾讯控股来说，长线机会非常难得，长线机会的到来都是很残酷的！出发去日本！

2024前两月的回顾

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。

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