我今天收盤前又加了一點點hedge，現在到了1/3的倉位

My primary concern is that last quarter and the upcoming next quarter, Tesla EV sales will take a hit due to people waiting for refresh model Y.

I fully expect Tesla EV sales to pick up dramatically after next quarter due to

1: Refresh Model Y will be available (In china, they sold 100k new Model Y in 2 weeks)

2: Model Q will become available soon