$Tesla(TSLA.US) It is undeniable that the market has expectations for the mass production of the third-generation robot. There are already public reports that the production line will start, but starting does not equal mass production; this is just a signal. We need to watch whether July-August marks the official start of the production line entering the mass production phase. If the timeline is further delayed, it will likely continue to fluctuate, and then the October calls can be adjusted by selling on rallies.

At the macro level, the SK hynix effect is certain, and there is also uncertainty around next week's PPI data.

Therefore, if the price returns to the 420-435 range within the week, try to reduce positions in leveraged assets like leveraged ETFs or options as much as possible, take cash, and wait for opportunities to buy. However, I still subjectively believe there are major opportunities in the second half of the year, so I won't easily reduce holdings, especially after the macro sentiment has mostly digested.