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@捷克Jack：如果你真的要投资新能源汽车……

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<p><span style=\"color:rgba(255,0,0,1);\"><b>20%仓位做多</b></span><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ——5000亿美元以下再介入）；</p> <p><span style=\"color:rgba(255,0,0,1);\"><b>20%仓位做多</b></span><a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ——苹果造成是必然的事，且它掌握生态系统的核心；</p> <p><span style=\"color:rgba(255,0,0,1);\"><b>10%仓位做多</b></span><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ——国产新能源汽车的龙头；</p> <p><span style=\"color:rgba(255,0,0,1);\"><b>10%仓位做多</b></span><a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> ——从制造上来说最接近量产的普惠新能源车企；</p> <p><span style=\"color:rgba(255,0,0,1);\"><b>10%仓位做多</b></span><a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> ——只有AI才能赋予新能源汽车生态的意义；</p> <p><span style=\"color:rgba(255,0,0,1);\"><b>5%仓位做多</b></span><a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> ——作为新势力的补充，也作为能源升级期间的过渡（增程式）；</p> <p><span style=\"color:rgba(255,0,0,1);\"><b>10%</b></span>的仓位分配<span style=\"color:rgba(255,0,0,1);\"><b>做多</b></span>芯片<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ——芯片将成为新能源汽车的大脑；</p> <p><span style=\"color:rgba(255,0,0,1);\"><b>10%</b></span>的仓位分配<span style=\"color:rgba(255,0,0,1);\"><b>做多</b></span>电池厂商和零配件技术，包括<a target=\"_blank\" href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/VLDR\">$Velodyne Lidar Inc(VLDR)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a> ，但这部分的技术变化很快，需要与时俱进；</p> <p>最后<span style=\"color:rgba(255,0,0,1);\"><b>5%仓位做空</b></span><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> ——行业成型之后，一定有出局者。作弊最多、抄袭最多的学生理应承担后果。</p> <p>以上。</p></body></html>","htmlText":"<html><head></head><body><p>如果有一个针对新能源汽车投资组合。</p> <p><span 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style=\"color:rgba(255,0,0,1);\"><b>10%</b></span>的仓位分配<span style=\"color:rgba(255,0,0,1);\"><b>做多</b></span>芯片<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ——芯片将成为新能源汽车的大脑；</p> <p><span style=\"color:rgba(255,0,0,1);\"><b>10%</b></span>的仓位分配<span style=\"color:rgba(255,0,0,1);\"><b>做多</b></span>电池厂商和零配件技术，包括<a target=\"_blank\" href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/VLDR\">$Velodyne Lidar Inc(VLDR)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a> ，但这部分的技术变化很快，需要与时俱进；</p> <p>最后<span style=\"color:rgba(255,0,0,1);\"><b>5%仓位做空</b></span><a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> ——行业成型之后，一定有出局者。作弊最多、抄袭最多的学生理应承担后果。</p> <p>以上。</p></body></html>","text":"如果有一个针对新能源汽车投资组合。 20%仓位做多$特斯拉(TSLA)$ ——5000亿美元以下再介入）； 20%仓位做多$苹果(AAPL)$ ——苹果造成是必然的事，且它掌握生态系统的核心； 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