$福尼克斯 (PLAB.US)$ 平时怎么没见有人出来说话
Boying
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距离我上次做这类操作已经过去大约一个月了。我对投资组合做了一些调整，几乎清仓了全部的VOO，因为该指数目前对高估的人工智能科技股的集中度已达到前所未有的水平——这些股票依靠投机性估值和不可持续的资本支出支撑，却几乎拿不出任何有意义的投资回报。我现在持有大约35%的现金，因为眼下几乎看不到有吸引力的估值，我在等待更好的投资机会。我可能会因此……
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Boying
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$Applied Optoelectronics (AAOI.US)$
从3月初的闪迪、3月中的KORU到这次的AAOI，真的是买啥啥跌，我是服了自己了🤣不过这次选择坚定持有！
从3月初的闪迪、3月中的KORU到这次的AAOI，真的是买啥啥跌，我是服了自己了🤣不过这次选择坚定持有！
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![[大哭]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "大哭"){kind=small}
Boying
评论了
已翻译
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Boying
评论了
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Boying Five years : 买了多少，我从50多跌下来的，目前没人炒作，其他的都透支未来几年的盈利了吧