已翻譯
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Stock Cypher
評論了
$蔚來 (NIO.US)$ 這隻股票一直在持續下跌。它與耐心或長期投資無關。這只是一個弱小而無目的的公司。當小鵬和比亞迪表現很好時，蔚來沒有立足之地……它只能慢慢死去。如果你相信『一切最終都必須死去』； 持有。如果你是一個務實的思考者，割掉你的虧損，保存剩餘的部分並繼續前進。
這不是財務建議。僅僅是我的觀點。
這不是財務建議。僅僅是我的觀點。
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Stock Cypher
評論了
已翻譯
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6
Stock Cypher
讚了
已翻譯
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Stock Cypher
評論了
$GOOG 250214 182.50P$ 業績看跌不看漲其實是個明牌了，中國的AI打破了美巨頭對AI高成本的節奏，高投入出來的AI應用性價比不划算了，巨頭開始懷疑高投入最後能否高回報，中國的反壟斷調查開了先河，其它國家有可能有樣學樣，歐洲早就等着，特朗普如果對歐洲徵高關稅，這個就可以拿出來使用了，新政府的關稅政策對今後的消費品價格有重大影響，往後谷歌的廣告收入肯定會下降。谷歌目前是歷史的高價，不論是環比還是同比的增長率都無法再繼續推高股價，買put是正確的。
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已翻譯
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Stock Cypher : 爲什麼？怎麼？