华尔街观察 Xtrader
@cnfinancewatch · X · ZH
- Subscribers
- 132.9K
- Return
- —
- Excess vs SPY
- —
- Sharpe
- —
- Max drawdown
- —
- Win rate
- —
- Samples
- 0
Missing metrics are not plotted.
@cnfinancewatch · X · ZH
Missing metrics are not plotted.
Backtest performance
Simulated cumulative return with the stocks the influencer discussed
Historical tickers
Conviction-weighted · last 12 months
Simulated trades are not available yet.
Portfolio
Conviction-weighted
Simulated holdings are not available yet.
2026-10-07 – 2026-10-13
$NOK 的新光纤卡让运营商无需换硬件就能升级速度、在 Nokia 平台上停留更长时间,同时其自研硅片支持利润率并推动更广泛的 AI 光网络发展。
汽车行业最好的票是福耀玻璃,比宁德还好:汽车玻璃护城河高、垄断性强、技术迭代慢;宁德大家都想自研,容易被技术推翻、被老二替代。
美股核心备选:$CE、$NRIX底部抄底反转,$CIEN、$NVDA、$HPE、$KEYS趋势突破,$QCOM、$PFE突破后回撤蓄力等二次启动。