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liukitty
IP属地：广东
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liukitty
liukitty
·
07-16
是不是方向做反了？
@谋定后动：
我开仓了6手$QQQ 20250725 545.0 PUT$ ,【23万实盘sell put策略】大盘回调在即，因此行权价放在Delta0.3以下。
我开仓了6手$QQQ 20250725 545.0 PUT$ ,【23万实盘sell put策略】大盘回调在即，因此行权价放在Delta0.3以下。
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liukitty
liukitty
·
06-26
不搞核电了，搞太阳能了。
美股异动 | 太阳能股全线冲高，Enphase Energy涨超11%，阿特斯太阳能涨超5%
本周四（6月26日）美股早盘，太阳能股全线冲高，$Enphase Energy(ENPH)$、$Sunrun(RUN)$涨超11%，$阿特斯太阳能(CSIQ)$、$SolarEdge(SEDG)$ Technologies涨超5%，$第一太阳能(FSLR)$涨近4%。
美股异动 | 太阳能股全线冲高，Enphase Energy涨超11%，阿特斯太阳能涨超5%
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liukitty
liukitty
·
06-26
汇丰控股对自己的目标价定位是多少？
汇丰控股：将泡泡玛特目标价由215.50港元上调至331.50港元。
汇丰控股：将泡泡玛特目标价由215.50港元上调至331.50港元。
汇丰控股：将泡泡玛特目标价由215.50港元上调至331.50港元。
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liukitty
liukitty
·
06-25
不算什么！特朗普。两个月都把房贷还清了！一点多亿美元呢。
佩洛西去年狂赚数千万美元，被封“华尔街女狼”，投资组合以54%回报率跑赢所有大型对冲基金
她堪称"华尔街之狼"。最新财务披露文件显示，美国众议员南希·佩洛西2024年进账780万至4250万美元——这意味着她与风投家丈夫保罗·佩洛西的预估净资产峰值可能已达4.13亿美元。由于法律仅要求议员披露资产范围，佩洛西确切净值未知。Bloomberg年终对冲基金回报数据显示：2024年佩洛西夫妇投资组合回报率预估达54%，超过标普500指数25%涨幅的两倍，更跑赢所有大型对冲基金。""佩洛西议长不持有任何股票，她对所有交易既不知情也未参与。
佩洛西去年狂赚数千万美元，被封“华尔街女狼”，投资组合以54%回报率跑赢所有大型对冲基金
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liukitty
liukitty
·
02-18
Replying to
@tomdu
:我29的成本，42卖掉，卖掉后各种纠结//
@tomdu
:28块买进的，上周五已经落袋为安，目前感觉45块是个心理线，矛盾很大
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liukitty
liukitty
·
02-01
买入吗？
非常抱歉，此主贴已删除
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liukitty
liukitty
·
2024-12-30
第一次来老虎
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22:59","market":"us","language":"zh","title":"美股异动 | 太阳能股全线冲高，Enphase Energy涨超11%，阿特斯太阳能涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158145720","media":"老虎资讯综合","summary":"本周四（6月26日）美股早盘，太阳能股全线冲高，$Enphase Energy(ENPH)$、$Sunrun(RUN)$涨超11%，$阿特斯太阳能(CSIQ)$、$SolarEdge(SEDG)$ Technologies涨超5%，$第一太阳能(FSLR)$涨近4%。","content":"<html><head></head><body><p>本周四（6月26日）美股早盘，太阳能股全线冲高，<a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>、<a href=\"https://laohu8.com/S/RUN\">Sunrun</a>涨超11%，<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>、<a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a> Technologies涨超5%，<a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab5b3e0b85da921be4a34149eefdeba4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/081225b762438a8a7b2fc81357790452\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上， 可再生能源开发商Invenergy与Meta Platforms(META.US)周四表示，两家公司已经签署了四项协议，将为后者的数据中心供应791兆瓦(MW)的太阳能和风能。双方均未透露协议的财务细节。</p><p style=\"text-align: justify;\">Invenergy表示，此次的太阳能和风能项目将位于俄亥俄州、阿肯色州和德克萨斯州，所发电力将输送至当地电网，而Meta将获得与新增发电能力相关的清洁能源凭证。</p><p style=\"text-align: justify;\">这是Meta在持续推动使用清洁能源以满足人工智能技术带来的数据中心电力激增需求背景下最新的一轮能源采购协议。去年，Meta已与Invenergy签署了四份协议，采购760兆瓦的太阳能电力。Invenergy表示，周四的新协议将双方的合作总规模扩大至1800兆瓦。</p><p style=\"text-align: justify;\">Meta此前已宣布与多个大型太阳能项目和一家地热初创公司达成协议，并正在寻求来自核能开发商的提案。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 太阳能股全线冲高，Enphase Energy涨超11%，阿特斯太阳能涨超5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动 | 太阳能股全线冲高，Enphase Energy涨超11%，阿特斯太阳能涨超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-26 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周四（6月26日）美股早盘，太阳能股全线冲高，<a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>、<a href=\"https://laohu8.com/S/RUN\">Sunrun</a>涨超11%，<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>、<a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a> Technologies涨超5%，<a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨近4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab5b3e0b85da921be4a34149eefdeba4\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/081225b762438a8a7b2fc81357790452\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上， 可再生能源开发商Invenergy与Meta Platforms(META.US)周四表示，两家公司已经签署了四项协议，将为后者的数据中心供应791兆瓦(MW)的太阳能和风能。双方均未透露协议的财务细节。</p><p style=\"text-align: justify;\">Invenergy表示，此次的太阳能和风能项目将位于俄亥俄州、阿肯色州和德克萨斯州，所发电力将输送至当地电网，而Meta将获得与新增发电能力相关的清洁能源凭证。</p><p style=\"text-align: justify;\">这是Meta在持续推动使用清洁能源以满足人工智能技术带来的数据中心电力激增需求背景下最新的一轮能源采购协议。去年，Meta已与Invenergy签署了四份协议，采购760兆瓦的太阳能电力。Invenergy表示，周四的新协议将双方的合作总规模扩大至1800兆瓦。</p><p style=\"text-align: justify;\">Meta此前已宣布与多个大型太阳能项目和一家地热初创公司达成协议，并正在寻求来自核能开发商的提案。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ab0e43fbe0819f022dc875fb4357b083","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","CSIQ":"阿特斯太阳能","BK4519":"光伏太阳能","BK0054":"太阳能发电","BK0132":"高送转概念","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","BK4141":"半导体产品","ENPH":"Enphase Energy","LU0823414478.USD":"法巴经典能源转换基金","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","BK0271":"能源供应","BK4596":"哈里斯概念","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","000591":"太阳能","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158145720","content_text":"本周四（6月26日）美股早盘，太阳能股全线冲高，Enphase Energy、Sunrun涨超11%，阿特斯太阳能、SolarEdge Technologies涨超5%，第一太阳能涨近4%。消息面上， 可再生能源开发商Invenergy与Meta Platforms(META.US)周四表示，两家公司已经签署了四项协议，将为后者的数据中心供应791兆瓦(MW)的太阳能和风能。双方均未透露协议的财务细节。Invenergy表示，此次的太阳能和风能项目将位于俄亥俄州、阿肯色州和德克萨斯州，所发电力将输送至当地电网，而Meta将获得与新增发电能力相关的清洁能源凭证。这是Meta在持续推动使用清洁能源以满足人工智能技术带来的数据中心电力激增需求背景下最新的一轮能源采购协议。去年，Meta已与Invenergy签署了四份协议，采购760兆瓦的太阳能电力。Invenergy表示，周四的新协议将双方的合作总规模扩大至1800兆瓦。Meta此前已宣布与多个大型太阳能项目和一家地热初创公司达成协议，并正在寻求来自核能开发商的提案。","news_type":1,"symbols_score_info":{"000591":1,"CSIQ":1,"ENPH":1}},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450181955252232,"gmtCreate":1750936164011,"gmtModify":1750936165627,"author":{"id":"4178945240338822","authorId":"4178945240338822","name":"liukitty","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178945240338822","authorIdStr":"4178945240338822"},"themes":[],"htmlText":"汇丰控股对自己的目标价定位是多少？","listText":"汇丰控股对自己的目标价定位是多少？","text":"汇丰控股对自己的目标价定位是多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450181955252232","repostId":"2546201702","repostType":2,"repost":{"id":"2546201702","kind":"news","pubTimestamp":1750924158,"share":"https://www.laohu8.com/m/news/2546201702?lang=&edition=full","pubTime":"2025-06-26 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00005":"汇丰控股","09992":"泡泡玛特"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250626155130978f97db&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2546201702","content_text":"汇丰控股：将泡泡玛特目标价由215.50港元上调至331.50港元。","news_type":1,"symbols_score_info":{"00005":0.9,"09992":1}},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449843398287688,"gmtCreate":1750851609605,"gmtModify":1750858541762,"author":{"id":"4178945240338822","authorId":"4178945240338822","name":"liukitty","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178945240338822","authorIdStr":"4178945240338822"},"themes":[],"htmlText":"不算什么！特朗普。两个月都把房贷还清了！一点多亿美元呢。","listText":"不算什么！特朗普。两个月都把房贷还清了！一点多亿美元呢。","text":"不算什么！特朗普。两个月都把房贷还清了！一点多亿美元呢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449843398287688","repostId":"1137077817","repostType":2,"repost":{"id":"1137077817","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1750833236,"share":"https://www.laohu8.com/m/news/1137077817?lang=&edition=full","pubTime":"2025-06-25 14:33","market":"hk","language":"zh","title":"佩洛西去年狂赚数千万美元，被封“华尔街女狼”，投资组合以54%回报率跑赢所有大型对冲基金","url":"https://stock-news.laohu8.com/highlight/detail?id=1137077817","media":"老虎资讯综合","summary":"她堪称\"华尔街之狼\"。最新财务披露文件显示，美国众议员南希·佩洛西2024年进账780万至4250万美元——这意味着她与风投家丈夫保罗·佩洛西的预估净资产峰值可能已达4.13亿美元。由于法律仅要求议员披露资产范围，佩洛西确切净值未知。Bloomberg年终对冲基金回报数据显示：2024年佩洛西夫妇投资组合回报率预估达54%，超过标普500指数25%涨幅的两倍，更跑赢所有大型对冲基金。\"\"佩洛西议长不持有任何股票，她对所有交易既不知情也未参与。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4240094f0e61bdf3e1294327801e6f06\" title=\"保罗·佩洛西和南希·佩洛西出席 2024 年《名利场》奥斯卡派对。\" tg-width=\"1024\" tg-height=\"682\"/><span>保罗·佩洛西和南希·佩洛西出席 2024 年《名利场》奥斯卡派对。</span></p><p>外电堪称她为"华尔街女狼"。</p><p>最新财务披露文件显示，美国众议员南希·佩洛西（加州民主党籍）2024年进账780万至4250万美元——这意味着她与风投家丈夫保罗·佩洛西的预估净资产峰值可能已达4.13亿美元。</p><p>这一惊人数字相较2023年呈现爆发式增长，当时财务文件显示夫妇俩净资产峰值约为3.7亿美元。</p><p>由于法律仅要求议员披露资产范围，佩洛西确切净值未知。</p><p>市场研究公司Quiver Quantitative根据每日追踪的股价估算出单一数值，认定二人2024年资产为2.57亿美元——较上年增长2600万美元。</p><p>但其他多项投资（包括但不限于纳帕谷酒庄、政治数据咨询公司股权及旧金山湾区意大利餐厅股份）使其资产可能远高于预估区间上限。</p><p>夫妇俩巨额财富主要源于保罗·佩洛西名下庞大的股票组合与精准择时交易。</p><p>这位前众议院议长因股票交易备受争议，密苏里州共和党众议员乔希·霍利甚至以她命名限制法案。就在美国联邦贸易委员会（FTC）宣布对微软展开反垄断调查的三个月前，佩洛西夫妇抛售价值约220万美元的5000股微软股票——这是他们三年来最大规模抛售之一。</p><p>在Visa遭司法部垄断诉讼前不到三个月，他们又卖出价值约52.5万美元的2000股Visa股票。</p><p>不过最成功的交易或许是2023年末以约180万美元权利金购入英伟达看涨期权，于12月行权后以每股12美元（不足市价1/10）拿下5万股当红AI芯片股英伟达。这笔总投资约240万美元的持仓，当前账面价值已超720万美元。</p><p>英伟达并非二人2024年唯一AI布局。</p><p>2月美国白宫向议员通报俄罗斯相关重大威胁当周，他们斥资60万至125万美元购入加州网络安全公司 <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> 看涨期权。此后数日该公司股价暴涨近20%。该期权使夫妇俩得以在12月以100美元行权价（市价一半）购入1.4万股，这家公司过去一年业绩持续飙升，当前投资价值约达280万美元。</p><p>但"股票女王"也曾遭遇滑铁卢——6月抛售2500股特斯拉（其老板马斯克曾任美国政府效率部门主管），交易亏损约10万至100万美元。</p><p>Bloomberg年终对冲基金回报数据显示：2024年佩洛西夫妇投资组合回报率预估达54%，超过标普500指数25%涨幅的两倍，更跑赢所有大型对冲基金。</p><p>巨额利润背后是日益高涨的"禁止国会议员炒个股"呼声，批评者指议员掌握着领先公众的市场敏感信息。佩洛西过去曾以"我们奉行自由市场经济"为由反对禁令，面对舆论压力后态度软化。5月被问及美国国会是否应通过交易禁令时，她回应："若他们执意如此，那就这样吧。"</p><p>"佩洛西议长不持有任何股票，她对所有交易既不知情也未参与。"其发言人声明。</p><p>夫妇俩2025年已开启强势开局：1月买入当时名不见经传的AI医疗公司 <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a> 看涨期权，该公司随后与阿斯利康达成2亿美元协议，股价翻倍；同期购入能源公司Vistra看涨期权，该公司上月因宣布以19亿美元巨资从私募机构收购全美天然气设施（理由是美国电力需求激增），股价应声上涨。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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}\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n佩洛西去年狂赚数千万美元，被封“华尔街女狼”，投资组合以54%回报率跑赢所有大型对冲基金\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-25 14:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4240094f0e61bdf3e1294327801e6f06\" title=\"保罗·佩洛西和南希·佩洛西出席 2024 年《名利场》奥斯卡派对。\" tg-width=\"1024\" tg-height=\"682\"/><span>保罗·佩洛西和南希·佩洛西出席 2024 年《名利场》奥斯卡派对。</span></p><p>外电堪称她为"华尔街女狼"。</p><p>最新财务披露文件显示，美国众议员南希·佩洛西（加州民主党籍）2024年进账780万至4250万美元——这意味着她与风投家丈夫保罗·佩洛西的预估净资产峰值可能已达4.13亿美元。</p><p>这一惊人数字相较2023年呈现爆发式增长，当时财务文件显示夫妇俩净资产峰值约为3.7亿美元。</p><p>由于法律仅要求议员披露资产范围，佩洛西确切净值未知。</p><p>市场研究公司Quiver Quantitative根据每日追踪的股价估算出单一数值，认定二人2024年资产为2.57亿美元——较上年增长2600万美元。</p><p>但其他多项投资（包括但不限于纳帕谷酒庄、政治数据咨询公司股权及旧金山湾区意大利餐厅股份）使其资产可能远高于预估区间上限。</p><p>夫妇俩巨额财富主要源于保罗·佩洛西名下庞大的股票组合与精准择时交易。</p><p>这位前众议院议长因股票交易备受争议，密苏里州共和党众议员乔希·霍利甚至以她命名限制法案。就在美国联邦贸易委员会（FTC）宣布对微软展开反垄断调查的三个月前，佩洛西夫妇抛售价值约220万美元的5000股微软股票——这是他们三年来最大规模抛售之一。</p><p>在Visa遭司法部垄断诉讼前不到三个月，他们又卖出价值约52.5万美元的2000股Visa股票。</p><p>不过最成功的交易或许是2023年末以约180万美元权利金购入英伟达看涨期权，于12月行权后以每股12美元（不足市价1/10）拿下5万股当红AI芯片股英伟达。这笔总投资约240万美元的持仓，当前账面价值已超720万美元。</p><p>英伟达并非二人2024年唯一AI布局。</p><p>2月美国白宫向议员通报俄罗斯相关重大威胁当周，他们斥资60万至125万美元购入加州网络安全公司 <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> 看涨期权。此后数日该公司股价暴涨近20%。该期权使夫妇俩得以在12月以100美元行权价（市价一半）购入1.4万股，这家公司过去一年业绩持续飙升，当前投资价值约达280万美元。</p><p>但"股票女王"也曾遭遇滑铁卢——6月抛售2500股特斯拉（其老板马斯克曾任美国政府效率部门主管），交易亏损约10万至100万美元。</p><p>Bloomberg年终对冲基金回报数据显示：2024年佩洛西夫妇投资组合回报率预估达54%，超过标普500指数25%涨幅的两倍，更跑赢所有大型对冲基金。</p><p>巨额利润背后是日益高涨的"禁止国会议员炒个股"呼声，批评者指议员掌握着领先公众的市场敏感信息。佩洛西过去曾以"我们奉行自由市场经济"为由反对禁令，面对舆论压力后态度软化。5月被问及美国国会是否应通过交易禁令时，她回应："若他们执意如此，那就这样吧。"</p><p>"佩洛西议长不持有任何股票，她对所有交易既不知情也未参与。"其发言人声明。</p><p>夫妇俩2025年已开启强势开局：1月买入当时名不见经传的AI医疗公司 <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a> 看涨期权，该公司随后与阿斯利康达成2亿美元协议，股价翻倍；同期购入能源公司Vistra看涨期权，该公司上月因宣布以19亿美元巨资从私募机构收购全美天然气设施（理由是美国电力需求激增），股价应声上涨。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/4240094f0e61bdf3e1294327801e6f06","relate_stocks":{"TEM":"Tempus AI","PANW":"Palo Alto Networks","V":"Visa","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137077817","content_text":"保罗·佩洛西和南希·佩洛西出席 2024 年《名利场》奥斯卡派对。外电堪称她为\"华尔街女狼\"。最新财务披露文件显示，美国众议员南希·佩洛西（加州民主党籍）2024年进账780万至4250万美元——这意味着她与风投家丈夫保罗·佩洛西的预估净资产峰值可能已达4.13亿美元。这一惊人数字相较2023年呈现爆发式增长，当时财务文件显示夫妇俩净资产峰值约为3.7亿美元。由于法律仅要求议员披露资产范围，佩洛西确切净值未知。市场研究公司Quiver Quantitative根据每日追踪的股价估算出单一数值，认定二人2024年资产为2.57亿美元——较上年增长2600万美元。但其他多项投资（包括但不限于纳帕谷酒庄、政治数据咨询公司股权及旧金山湾区意大利餐厅股份）使其资产可能远高于预估区间上限。夫妇俩巨额财富主要源于保罗·佩洛西名下庞大的股票组合与精准择时交易。这位前众议院议长因股票交易备受争议，密苏里州共和党众议员乔希·霍利甚至以她命名限制法案。就在美国联邦贸易委员会（FTC）宣布对微软展开反垄断调查的三个月前，佩洛西夫妇抛售价值约220万美元的5000股微软股票——这是他们三年来最大规模抛售之一。在Visa遭司法部垄断诉讼前不到三个月，他们又卖出价值约52.5万美元的2000股Visa股票。不过最成功的交易或许是2023年末以约180万美元权利金购入英伟达看涨期权，于12月行权后以每股12美元（不足市价1/10）拿下5万股当红AI芯片股英伟达。这笔总投资约240万美元的持仓，当前账面价值已超720万美元。英伟达并非二人2024年唯一AI布局。2月美国白宫向议员通报俄罗斯相关重大威胁当周，他们斥资60万至125万美元购入加州网络安全公司 Palo Alto Networks 看涨期权。此后数日该公司股价暴涨近20%。该期权使夫妇俩得以在12月以100美元行权价（市价一半）购入1.4万股，这家公司过去一年业绩持续飙升，当前投资价值约达280万美元。但\"股票女王\"也曾遭遇滑铁卢——6月抛售2500股特斯拉（其老板马斯克曾任美国政府效率部门主管），交易亏损约10万至100万美元。Bloomberg年终对冲基金回报数据显示：2024年佩洛西夫妇投资组合回报率预估达54%，超过标普500指数25%涨幅的两倍，更跑赢所有大型对冲基金。巨额利润背后是日益高涨的\"禁止国会议员炒个股\"呼声，批评者指议员掌握着领先公众的市场敏感信息。佩洛西过去曾以\"我们奉行自由市场经济\"为由反对禁令，面对舆论压力后态度软化。5月被问及美国国会是否应通过交易禁令时，她回应：\"若他们执意如此，那就这样吧。\"\"佩洛西议长不持有任何股票，她对所有交易既不知情也未参与。\"其发言人声明。夫妇俩2025年已开启强势开局：1月买入当时名不见经传的AI医疗公司 Tempus AI 看涨期权，该公司随后与阿斯利康达成2亿美元协议，股价翻倍；同期购入能源公司Vistra看涨期权，该公司上月因宣布以19亿美元巨资从私募机构收购全美天然气设施（理由是美国电力需求激增），股价应声上涨。","news_type":1,"symbols_score_info":{"NVDA":1.1,"PANW":1.1,"TEM":1.1,"V":1.1}},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404761479553736,"gmtCreate":1739844770452,"gmtModify":1739844799896,"author":{"id":"4178945240338822","authorId":"4178945240338822","name":"liukitty","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178945240338822","authorIdStr":"4178945240338822"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3439256820147597\">@tomdu</a>:我29的成本，42卖掉，卖掉后各种纠结//<a href=\"https://laohu8.com/U/3439256820147597\">@tomdu</a>:28块买进的，上周五已经落袋为安，目前感觉45块是个心理线，矛盾很大","listText":"Replying to <a href=\"https://laohu8.com/U/3439256820147597\">@tomdu</a>:我29的成本，42卖掉，卖掉后各种纠结//<a 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@tomdu:我29的成本，42卖掉，卖掉后各种纠结//@tomdu:28块买进的，上周五已经落袋为安，目前感觉45块是个心理线，矛盾很大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404761479553736","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398737146798192,"gmtCreate":1738370247875,"gmtModify":1738370739420,"author":{"id":"4178945240338822","authorId":"4178945240338822","name":"liukitty","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178945240338822","authorIdStr":"4178945240338822"},"themes":[],"htmlText":"买入吗？","listText":"买入吗？","text":"买入吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398737146798192","repostId":"398719185965448","repostType":1,"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387038926917864,"gmtCreate":1735519613825,"gmtModify":1735522843083,"author":{"id":"4178945240338822","authorId":"4178945240338822","name":"liukitty","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4178945240338822","authorIdStr":"4178945240338822"},"themes":[],"htmlText":"第一次来老虎","listText":"第一次来老虎","text":"第一次来老虎","images":[{"img":"https://static.tigerbbs.com/8b1d1df7e0ab2d305a2ce8a59c720a35","width":"1080","height":"1479"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387038926917864","isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}