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$蔚来 (NIO.US)$ 如果战争持续焦灼有可能重现美股去年跌幅，但是这些无法预测。如果排除战争因素，我倾向下周看涨，原因政策落地订单回暖。订单这周已经回归12月水平意味着股价5.1-5.2左右，财报那天会有一个大跌，因此我倾向4.4左右小幅度建仓然后买入看跌期权作为保险
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$蔚来 (NIO.US)$ 让我们面对现实，即使有利润释放，蔚来也不会有太大起色……买进持有，多年后再回头看
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