[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio7857e8fb":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio7857e8fb","下周 我将卖出英伟达，加仓一只更具有潜力的公司！","\u002Fdoc\u002Fdcio7857e8fb","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>英伟达（NVDA）目前依然占据我投资组合中的大部分仓位。我之前也说过，我打算长期持有英伟达，甚至计划一直持有到孩子大学毕业，当作送给他们的毕业礼物。\u003C\u002Fp>\u003Cp>但问题在于，英伟达最近一年基本都在200美元附近反复震荡，这其实会大量消耗我的时间成本，也让我错失许多其他AI潜力股的机会。\u003C\u002Fp>\u003Cp>虽然我过去一年的整体回报率已经达到250%，但如果当时没有被英伟达占据过重仓位，我相信我的收益远不止于此。\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:28.21%;\">\u003Cimg style=\"aspect-ratio:138\u002F144;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202605-stk\u002F17203750884b1cb8d9-8ea5-4bb4-a1b3-2ee51fb421c5.png\" width=\"138\" height=\"144\">\u003C\u002Ffigure>\u003Cp>首先声明一点，我并不是不看好英伟达，觉得它要跌了。恰恰相反，NVDA作为一家长期高速且稳定增长的科技巨头，持有它的风险相对较低，也会让人非常安心。更重要的是，它已经布局了AI产业链上中下游的多个关键环节，进一步巩固了其芯片龙头的地位。\u003C\u002Fp>\u003Cp>\u003Cstrong>那为什么我仍然选择减仓英伟达？\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>原因很简单。如今英伟达的市值已经达到5万亿美元，你想让它在半年或一年内再涨3倍到4倍，直接冲到20万亿美元，这几乎是不现实的。背后需要多么庞大的资金推动，可想而知。\u003C\u002Fp>\u003Cp>所以，其实从今年年初开始，我就已经减掉了一半英伟达仓位，把资金转向美光MU、以及NBIS和其他一些股票。大家也看到了，美光MU从200美元在4个月内涨到800美元，涨了4倍；NBIS则从80美元涨到220美元，接近3倍涨幅。\u003C\u002Fp>\u003Cp>文章回顾\u003C\u002Fp>\u003Cp>美股 2026年最强10只股【中集】不为人知的潜力公司 RDW......\u003C\u002Fp>\u003Cp>美股 2026年最强10只股【下集】不为人知的潜力公司 TTMI......\u003C\u002Fp>\u003Cp>因此，我决定下周继续降低英伟达仓位，最终降至10%。这剩下的10%，我会作为长期核心仓位，一直持有到孩子大学毕业，再送给他们。\u003C\u002Fp>\u003Cp>而腾出来的资金，我们将布局下一家我们认为在中短期内具备10倍潜力的公司，而且目前它的确定性正在越来越高。至于具体是哪家公司，这里我不方便公开。毕竟对于VIP社群成员来说并不公平，他们付费加入，就是希望获得本应属于会员专属的信息和机会。\u003C\u002Fp>\u003Cp>另外我也想说一下，我们的VIP会员价格这个月已经开始上涨，同时原本的“终身会员”也已经正式取消，不再对外开放。目前最长的会员期限为5年。\u003C\u002Fp>\u003Cp>事实上，很多订阅我们的人，一订阅就是很多年。VIP社群整体满意度一直非常高。我甚至可以公开长期会员的续费记录，\u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:65.37%;\">\u003Cimg style=\"aspect-ratio:618\u002F652;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202605-stk\u002F1934456557d965e66c-e283-4204-a549-4e9a49679b41.png\" width=\"618\" height=\"652\">\u003C\u002Ffigure>\u003Cp>因为这些年来，我们确实做出了很好的成绩，而不是像有些人质疑的那样“只报喜不报忧”。\u003C\u002Fp>\u003Cp>接下来，我们还计划取消“两个月会员”，未来最低将从半年会员开始。因为我们始终相信，真正的价值投资需要时间沉淀。\u003C\u002Fp>\u003Cp>如果你想在我们进一步调整规则和涨价之前加入，现在可能是最合适的时间。\u003C\u002Fp>\u003Cp>加入VIP 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target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]