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

 

所有跟帖： 

• 說不定下個月川鋪就放鬆對tesla 的管製，哈哈 -BrightLine- ♂ (24 bytes) () 01/21/2025 postreply 19:13:12

• 啥管製？ -gastank1289- ♂ (0 bytes) () 01/21/2025 postreply 19:33:00

• FSD,robotaxi 上路 -BrightLine- ♂ (0 bytes) () 01/21/2025 postreply 19:57:33