Almost all of the 'Seven Sisters' have issued bonds to go all in on AI. Wall Street has almost zero tolerance for any deviation from their performance expectations, with stocks dropping at the slightest sign of trouble. There's still considerable room for growth in the underlying 'shovel sellers', power/energy, and metals sectors, but that's a later-stage development. I believe the trends for memory, optical modules, power/energy, and metals are still intact.

LongPort - 京城Z先生
京城Z先生

美股实盘-20260322:回笼资金,攒足血包

综述:本周标普 500 指数 下跌 1.90%,我的实盘净值 下跌 2.10%。2026 年内标普 500 指数 下跌 4.95%,2026 年内我的实盘净值 上涨 31.49%(年初净值为 2.20,本周净值 2.89)。交易:清仓 BE,买入等额 BIL 持仓:NVDA 13.4%,SNDK 25.8%,NEM 17.4%,SBSW 8.5%,现金/美债 34.9%。有四舍五入...

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