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新能源汽车板块涨的太凶了,我相信物极必反,也没有一直会涨的股市。本人持续买入相关个股看跌期权,并且已经尝试做空个股。

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之前最近涨的凶是几个原因:1、政策助推,包括换电政策、下乡补贴政策等等;2、拜登大概率上台(他支持清洁能源)的财政刺激预期。归根结底还是政策!但目前来看短期涨幅过大,把预期打的过满了,后面预期的兑现这里面明显还会有波折,所以规避风险总不会错的太离谱。

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