leo_x
2026.02.08 09:20

The main theme remains optics and storage.

LongPort - 京城Z先生
京城Z先生

美股实盘-20260208：天堂与地狱的巨大反差

综述：本周标普 500 指数 下跌 0.10%，我的实盘净值 上涨 3.22%。2026 年内标普 500 指数 上涨 1.27%，2026 年内我的实盘净值 上涨 30.84%（年初净值为 2.20，本周净值 2.88）。交易：清仓 Lumentum 控股（LITE） 持仓：NVDA 14.5%，SNDK 21.9%，NEM 21.1%，GLD 20.0%，BE 9.8%，现金/美债 12.7%...

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