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Stock Cypher
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$蔚来 (NIO.US)$ 这是我在投资组合中购买的最令人沮丧的股票。已经持有将近1.5年了……
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Stock Cypher
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$蔚来 (NIO.US)$ 这只股票一直在持续下跌。对于这只股票而言，不是关于耐心或长期投资，而只是一个疲软无目标的公司。而XPeng和比亚迪表现卓越，而NIO毫无立足之地…它将慢慢走向灭亡。如果你相信‘万物终将毁灭’；持有。如果你是务实的思考者，削减损失，保留剩余资金，继续前进。
这不是财务建议。只是我的看法。
这不是财务建议。只是我的看法。
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Stock Cypher
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Stock Cypher
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Stock Cypher
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$GOOG 250214 182.50P$ 财报看跌不看涨其实是个明牌了，中国的AI打破了美巨头对AI高成本的节奏，高投入出来的AI应用性价比不划算了，巨头开始怀疑高投入最后能否高回报，中国的反垄断调查开了先河，其它国家有可能有样学样，欧洲早就等着，特朗普如果对欧洲征高关税，这个就可以拿出来使用了，新政府的关税政策对今后的消费品价格有重大影响，往后谷歌的广告收入肯定会下降。谷歌目前是历史的高价，不论是环比还是同比的增长率都无法再继续推高股价，买put是正确的。
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Stock Cypher : 为什么？怎么？