吕先生
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$特斯拉 (TSLA.US)$ https://snsim.moomoo.com/share/group/Gqb9N?lang=zh-cn川普这次重返白宫，不管外面怎么吵，核心逻辑其实很清晰——中东那颗钉子，尤其是伊朗，大概率又要被重新推到风口浪尖上。地缘政治的溢价一旦加上去，再加上霍尔木兹海峡那边的风吹草动，油价在 100 美元上方多熬个半年一年，一点都不让人意外。
这种宏观局势下，纯博方向风险太大，确实没必要去硬碰硬。
雪佛龙（CVX）手里的Permian资产够硬，分红和回购底气也足。既然判断油价有底部支撑，在 180 或者更低的位置顺势做点 CVX 的 Short Put（卖出看跌期权），吃一波高隐含波动率的权利金，是最舒服的右侧防守反击。
韭菜在追涨杀跌，老手在用确定性收租。 $美光科技 (MU.US)$ $雪佛龙 (CVX.US)$
这种宏观局势下，纯博方向风险太大，确实没必要去硬碰硬。
雪佛龙（CVX）手里的Permian资产够硬，分红和回购底气也足。既然判断油价有底部支撑，在 180 或者更低的位置顺势做点 CVX 的 Short Put（卖出看跌期权），吃一波高隐含波动率的权利金，是最舒服的右侧防守反击。
韭菜在追涨杀跌，老手在用确定性收租。 $美光科技 (MU.US)$ $雪佛龙 (CVX.US)$
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$美光科技 (MU.US)$ 刚出745又一批被洗出去了
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$美光科技 (MU.US)$ 今天做慈善。给了那么多机会。会是陷阱吗？
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$三倍做空半导体ETF-Direxion (SOXS.US)$ 集团准备，在天台等
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