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飞鸿踏雪XG
11-18

$NVDA 20251121 200.0 CALL$ 最近的流动性实在是太差了，比特币已经亏麻了；那么问题来了，这些高位从黄金和比特币套利的资金会到哪去呢；最终还是会前往代表先进生产力的地方；因此，英伟达的长期逻辑没变. 只不过从今年四月份以来的长期上涨所带来的获利盘要出清，恐慌情绪也需要释放，所以才会有这波下跌；但是不管市场如何变化，做好风险控制和仓位管理就可立于不败之地；如果英伟达继续下跌或者震荡我就不断sell call回血🥳

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修改于 2025-11-18 17:10

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