$英偉達 (NVDA.US)$ 更多的資金買入了國債避險，美股和美債只能選一個
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$特斯拉 (TSLA.US)$ 空頭勝利
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$美國10年期國債收益率 (US10Y.BD)$ 美股美債只能選一個，答案是美債
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$特斯拉 (TSLA.US)$ 正如我一直強調的，特斯拉在EV行業已經沒有任何優勢，英偉達似乎也有些這樣的跡象，但好在CUDA的生態護城河還在，只是會影響業績
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$美國10年期國債收益率 (US10Y.BD)$ 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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