$美國10年期國債收益率 (US10Y.BD)$ Ai泡沫導致資金正在轉向更安全的債券市場
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$特斯拉 (TSLA.US)$ 看期權，感覺又可以開做空倉位
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$美國10年期國債收益率 (US10Y.BD)$ 二級市場的利率高於聯邦基準利率，資產價格之錨正在被拋售
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狮子山下01
評論了
$特斯拉 (TSLA.US)$ 我知道很多人不認同我的觀點，但市場給的反饋已經很清楚的表達出來，特斯拉在如今的EV市場不再具有統治力，正在被中國車企超越或追趕，比如比亞迪一個月的銷量就已經超過了特斯拉一個季度的銷量，而你去對比特斯拉和比亞迪同價位的車型來看，特斯拉沒有優勢。這就是我一直強調的特斯拉不是英偉達，雖然我也認爲英偉達市值偏高，但他在GPU領域是獨一無二的
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$特斯拉 (TSLA.US)$ 差不多可以平倉了。。。
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