长期投资首要因素是对基本面的了解。基本面的关健是行业和板块

来源: 三心三意 于 2025-08-28 14:13:49 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (1492 bytes)

Take a look at the YTD performance of the following leading stocks. I think you might be surprised.

  1. The leading sector is actually financial sectors: HOOD, GS, JPM, and ETHA
  2. Then AI chips and utilities: AVGO, NVDA, VST
  3. The old school Mag7 is next: META, MSFT, GOOG
  4. Bitcoin is now bluechip and only returns 15% YTD
  5. Tesla had huge run late last year and is -9% YTD

I did not include PLTR here. PLTR has the 100% YTD performance but the AI App sector is not consistent. For example, NOW is still -10% YTD, and CRM -22%, but MDB was -11% only a few days ago, but jumped 50% in 1 week

The key point here is that: There are always individual stocks going up and down every day. But if you invest in the right sectors, invest in the leading and best companies in those sectors, you will be able to easily beat the index over a long stretch of time, and generate great compound returns

所有跟帖： 

• 觉得SOFi找机会可以建仓 -kt0118- ♀ 给 kt0118 发送悄悄话 (48 bytes) () 08/28/2025 postreply 14:19:22

• Still waiting someone to post SOFI fundamentals, LOL -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 08/28/2025 postreply 14:21:44

• from AI -kt0118- ♀ 给 kt0118 发送悄悄话 (15415 bytes) () 08/28/2025 postreply 14:28:12

• Thx。 能否帮忙看一下它和HOOD的投资比较。谁更是今后的龙头？ -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 08/28/2025 postreply 14:31:22

• 这样 -kt0118- ♀ 给 kt0118 发送悄悄话 (288 bytes) () 08/28/2025 postreply 14:40:06

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