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杰克船长宏观策略
@macrotradecn
Joined September 2011
95 Following    159.3K Followers
杰克船长宏观策略@macrotradecn
2026.07.01 07:46
Burry在做空Tesla，逻辑没毛病，衰退周期，可选消费品，挺难的 上汽都是过剩的垃圾资产 车卖不动，资产没人接盘 熬到至暗时刻，等放水吧
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