段永平，变了！

Group 1 - Segment Yongping has recently invested in Tesla, indicating a shift in his perspective despite previously expressing reservations about Elon Musk's character [1][2] - He has started selling put options on Tesla, focusing on short-term strategies to capitalize on high annualized returns [1] - Segment believes that Tesla's differentiation in the electric vehicle market is significant, despite concerns about the overall viability of many electric vehicle companies [2] Group 2 - The new energy sector has seen a resurgence, with several ETFs in this space rising over 40% in just a few months [3] - Fund managers highlight a structural market trend where capital is rotating around high-growth sectors, particularly within the electric vehicle supply chain [3] - Solid-state battery technology is gaining traction, with leading companies making significant advancements, presenting investment opportunities across the battery supply chain [3][4] Group 3 - Recent policy changes aimed at reducing competition in the new energy sector have created a favorable environment, improving supply and demand dynamics [4] - Significant inflows into new energy ETFs have been observed, with notable net subscriptions in several funds since the fourth quarter [4]