Tesla Return Rate感谢大佬分享
思考了一下 25 年的策略：
1、找机会减少中概持仓，从 2 成降低到 1 成或者更低
2、增持大饼股 ( $CleanSpark(CLSK.US) $Mara(MARA.US)) 到 1 成持仓，也可以更多，具体看情况
3、半导体（ $AMD(AMD.US) $ASML(ASML.US) $Taiwan Semiconductor(TSM.US) ）正股持仓不动，远期期权到心里价位后分批出
4、 $Tesla(TSLA.US) 一样，正股不动，远期期权根据情况分批出
波动期间用 2-3 倍 ETF 和期权应对🤔
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