EPISODE · May 20, 2026 · 1H 24M
E26.失踪人口回归，还是少年！
from 价投夹到头
本次播客复盘了AI行情下的市场分化，讨论了港股流动性困境与美股趋势策略的博弈，并对未来软件应用层的机会进行了前瞻性探讨。一、市场复盘与持仓表现针对过去半年的市场分化行情，两位嘉宾复盘了各自的持仓表现及操作逻辑：1. Peter的持仓复盘持仓结构：主要持有京东、美团、腾讯、泡泡玛特等老牌资产，同时配置了恒玄科技（可穿戴）、软银、高通、微软、亚马逊及台积电等AI相关标的，A股压仓底为紫金矿业和招商银行。操作反思：虽然在电力股（如东方电气）上获得翻倍收益并已获利了结，但整体收益勉强为正。主要反思在于“买得不够多”，且在AI行情中过早卖出了芯片、科创等趋势性资产，反而补仓了下跌中的腾讯、美团等，导致未能充分享受牛市红利。2. Kevin 的持仓复盘冰火两重天：Kevin 的账户呈现出极致的撕裂感，港股持仓（如美团、心动、理想）持续亏损，而美股持仓（如光模块、存储）表现强劲。趋势策略...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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E26.失踪人口回归，还是少年！
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How long is this episode of 价投夹到头?
This episode is 1 hour and 24 minutes long.
When was this 价投夹到头 episode published?
This episode was published on May 20, 2026.
What is this episode about?
本次播客复盘了AI行情下的市场分化，讨论了港股流动性困境与美股趋势策略的博弈，并对未来软件应用层的机会进行了前瞻性探讨。一、市场复盘与持仓表现针对过去半年的市场分化行情，两位嘉宾复盘了各自的持仓表现及操作逻辑：1....
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