特斯拉在純電領域已經沒有優勢，這是他和英偉達最大的不同
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$超微電腦 (SMCI.US)$ 莊已經跑差不多了，看散戶的熱情能把價格推到多少
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$超微電腦 (SMCI.US)$ 到達43開始做空
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狮子山下01
參與了投票
$比特幣 (BTC.CC)$ 我一直以來認為比特幣是一個極高風險的投資板塊。只應用可承擔損失的資金投資，而且應佔整個投資組合的一小部分。但我很好奇，你們都是如何交易的！
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$特斯拉 (TSLA.US)$ 估值太高了，特斯拉和英偉達是不同的。英偉達在GPU領域是獨一無二的壟斷性的存在，估計偏高，但還算合理。特斯拉在純電市場的優勢已經被一幫中國廠商追趕甚至超越，尤其是BYD
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$蔚來 (NIO.US)$ 說實話，我非常喜歡一致看空
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$蔚來 (NIO.US)$ 可以加倉了
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$特斯拉 (TSLA.US)$ 沒有把握，觀望吧……
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