【假期热议】不做对冲，你都在买什么？

10-16

最搞笑的是，蔚来2022年就向SEC提交了完整说明，监管此后零动作。GIC现在跳出来“代表投资者”，时间卡得真巧——恰逢蔚来欧洲扩张、阿尔卑斯子品牌预热。司马昭之心，路人皆知。基本面无瑕疵，11月交付冲刺2万，股价反弹只是时间问题$蔚来(NIO)$ $蔚来-SW(09866)$

话题虎

10-06

最新“信仰股”名单出炉！不做对冲，大家都在买什么？

没有人进行对冲，每个人都试图追逐股市上涨的收益。4月以来美股持续上涨， $标普500波动率指数(VIX)$ 已经跌到了17左右，市场还在极度乐观的状态。上个月看涨期权交易量创下历史新高：比起对冲下跌，投资者更倾向于押注上涨。市场都在追什么票？[吃瓜]今年以来深受投资者们喜爱的“信仰股”盘点：大大小小，基本上平均涨幅在100%-500%之间；多数为底部强势暴拉，eg. $Rigetti Computing(RGTI)$ , $D-Wave Quantum Inc.(QBTS)$ , $BitMine Immersion Technologies Inc.(BMNR)$ , $Opendoor Technologies Inc(OPEN)$ , $Oklo Inc.(OKLO)$ （从 52 周低点算，涨幅都在10倍以上，最高40倍）；涵盖了今天热炒的板块：AI、量子计算、航天、新能源…… ； $特斯拉(TSLA)$ $Palantir Technologies Inc.(PLTR)$ 比较突出的，唯一一个盈利成熟的半导体

最新“信仰股”名单出炉！不做对冲，大家都在买什么？

bill哥的bill

10-10

稀土啊美国也需要国产替代

存钱游乐场

10-07

还好当时没全押SBET，而是分了一半仓买了BMNR。不然我现在就是全SB了。BM已经解套还赚了点，SBET还在那儿磨蹭，浪费我青春呢。 $SharpLink Gaming(SBET)$ $BitMine Immersion Technologies Inc.(BMNR)$

躺平躺到地狱了

10-08

信仰股只有两只，$特斯拉(TSLA)$ $Palantir Technologies Inc.(PLTR)，其他市梦率都坚持不了这么久

BTC法天象地

10-09

买了5000股成本17，天天活在恐惧当中

槿炜

10-08

几大方向，长期～

勇敢_小虎

10-09

信仰是

Bambam

10-09

Tesla and Google

ruan_7128

10-07

现在美国政府关门，运作部门停摆，所有该发布的重要数据都延迟了，现在是无政府运作，感觉有点漂，不敢大打出手，小单子试试看吧。

三分钟学财经

10-07

我真心羡慕你们炒量子计算，完全不看利润，就靠信心就能干。 $D-Wave Quantum Inc.(QBTS)$

不离亦不弃

10-07

$特斯拉(TSLA)$反正大家都是玩梯云纵，我觉得特斯拉的故事更多更宏伟，市值相较其他最低，我一直提倡美股唯一有价值待估的就苹果和特斯拉，其他显然名过其实。

faysl

10-08

慢慢买入量子计算，快翻倍了

Yvonne冲鸭

10-07

27买的 25割了因为当时Margin拉太多割了就涨哇哇想哭这他妈就和前男友过得好一模一样想Kill Myself

Madagascar P

10-07

信仰股只有两只，$特斯拉(TSLA)$ $Palantir Technologies Inc.(PLTR)，其他市梦率都坚持不了这么久

云力1998

10-07

RGTI年初拿到现在，在单腿期权上亏了几百刀后老老实实13块多买了正股，抱着今年必上50的信念。现在已经41了，加油😊。就是看好你！

草凡借箭

10-07

$阿里巴巴-W(09988)$阿里只要逻辑变成科技驱动的公司那估值自然不一样，我觉得阿里现在很适合中长期持有，逻辑很健康

花香满楼

10-08

科技七姐妹，大饼，黄金

花香满楼

10-08

特斯拉，加密货币

知足常乐bhx

10-07

我的信仰股特斯拉，英伟达，坚决持有！

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