美投讲美股 (@MeiTouJun) — stock opinions

Backtest performance

Weighted long-only · YTD

Simulated cumulative return with the stocks the creator discussed

2026-01-02 – 2026-10-08

This is a simulation built from public creator content. It is not the creator’s actual portfolio, holdings, account return or trading record, and it does not try to reconstruct one. Every creator is scored under the same rules from their standardised positive and negative stock views.

Weighted long-only uses positive views only. The more often a creator mentions the same stock, the larger its simulated weight.

Signals enter on the next U.S. trading day after publication and typically expire after about three months. The aim is an open, like-for-like comparison of public views — closer to “a viewer following the public content” than to what the creator personally earned.

Positive

+16.2%

Logos mark the stocks discussed on each day. Select one to read those opinions.

Computed Oct 9, 2026, 2:23 AM UTC · Not counted (no prices): MAGS

Historical tickers

Biggest winners and losers

Weighted long-only · year to date

as of 2026-10-08

Each call is a simulated lot from our backtest, from its entry to its exit (an opposite view or the end of its horizon); still-open lots use the latest close. Lots that closed in the selected period or are still open count. Overlapping calls on the same stock merge into one active window; the total compounds the stock’s price return across its windows.

Share of completed simulated positions on this stock that ended with a positive return under the selected rules.

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Portfolio

Current holdings

Weighted long-only

as of 2026-10-08

Holdings are the still-open lots of our backtest of the creator’s public opinions: each enters on the next U.S. trading session after publication and is held for its horizon (about two weeks short-term, three months medium-term, one year long-term) unless an opposite view closes it. Every open lot has equal weight, rebalanced each session.

Weighted long-only uses positive views only; every additional mention of a stock adds another equal slice, so repeated calls weigh more.

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Opinion overview

2026-10-03 – 2026-10-09

Positive (0)

No positive opinions in this period.

Negative (0)

No negative opinions in this period.

Opinion list

VIK2026-09-20
如果你的持有周期是3年5年，我認為現在這個位置已經值得開始減倉了；如果3季度業績受到較大影響，那會是大舉加倉的好時機。
Original source
SNOW2026-09-06
软件股应用AI带动的增量可能被低估了，数据分析是我比较了解的领域，所以我看中Snowflake。
Original source
NVDA2026-08-30
财报后行业需求非常旺盛，管理层也通过更透明的指引显著降低了投资风险，所以我认为公司很有可能迎来一波久违的估值释放，结束长达一年的横盘，形成下一轮的股价突破。
Original source