川普卖出明星股，大量聪明钱公布持仓。【2026-05-15】

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哈喽大家好

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欢迎回到阳光财经周末点评

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我是SUNY

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今天是2026年5月15号星期五

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跌幅1.24%

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虽然日线图收小阴线

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但周线图已经七连阳了

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这意味着伊朗战争停火以来

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大盘已经连续上涨了七周

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连续上涨七周

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会不会再涨一两周

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这个很难说啊

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七连阳之后可以八连阳

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但概率在逐渐的下降

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出现一周下跌的概率呢也就是上升了

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从中线来看

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大盘强势得很

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如果没有什么重大利空出现上涨

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应该还是会继续的

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跌幅1.54%

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日线图出现轻微回调信号

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周线图七连阳

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但有上涨乏力的感觉

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股市涨多了就会有调整压力

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因为短线赚钱的筹码容易松动

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长线赚钱的筹码则相对稳定

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短线涨了七周

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落袋为安的考虑会增加卖出的压力

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指数大幅偏离长期均线乖离率过高

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技术上随时正常回调

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今天美国政府道德办公室

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披露了总统一季度股票交易情况

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川普签字的100多页表格

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3642笔证券交易报告显示

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美国总统炒股的总交易量

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高达2.2亿到7.5亿美元

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那么他都买入和卖出了哪些重要的股票呢

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一季度川普卖出了三家明星科技股

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卖出的数量比较大

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分别是meta亚马逊和微软

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出售的股票

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价值在500万美元到2500万美元之间

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meta和微软今年以来的走势不如其他几只明星股

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亚马逊其实是上涨的

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卖出亚马逊少赚钱了

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但微软就很有意思了

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总统卖出微软

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而认为微软被低估的人还挺多的

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这个相当于我们和川普做了一笔对手盘

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微软到底有没有买入的价值呢

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目前市场对微软有较大争议

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如果没有争议

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也不至于迟迟不创新高

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多空双方第一个争议就是

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大规模的资本支出到底值不值得多投

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一般认为

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微软作为云巨头之一

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高额资本支出与azure云业务的收入高度相关

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订单供不应求

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提早锁定算力

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是保持垄断地位的必要手段

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那空投则认为

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近2000亿美元的资本支出同比增加60%

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增加了钱

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里面有一部分纯属硬件涨价导致的成本增长

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诶钱都让半导体给赚了

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AI军备竞赛严重拖累自由现金流

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一旦未来AI需求放缓

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这些数据中心的折旧就会大幅降低净利润啊

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看起来都有道理

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主要争议其实不是在花了多少钱

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而是人工智能业务前景是乐观的还是悲观的

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第二个争议是与OpenAI的关系

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现在是从蜜月期转为冷淡期了

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微软不再是OpenAI独家合作方

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OpenAI到处找不同的人合作

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微软自己研发的CPA大模型

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现在的用户规模还在爬坡

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距离一线龙头地位还有点远

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但就看这个股价吧

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估值很便宜

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市盈率估值在微软历史上算是低位便宜

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是多头最大的底气了

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从周K线来看

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十几年来

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微软从来没有跌破ma250

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最近一次回调刚刚好碰到这条线就开始反弹

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目前看来跌破超长期趋势线的概率并不是太大

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估值和走势都有利于多头

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川普于一季度卖出微软的消息

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并没有打击到股价

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今天反而逆大盘反弹了3.05%

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今天股市硬的不行

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来软的软件股今年首次超过硬件

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微软是巨硬了一回啊啊我不喜欢追高

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但有低估的抄底的标的

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我还是比较有兴趣的

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今天是一季度结束后的45天

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按规则资产超过1亿的大机构需要披露13F

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这是普通投资者抄主力作业的重要窗口

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大机构并不想太早让人知道他们的操作

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所以大部分都是拖到最后才公布13F文件

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市场主要关注的伯克希尔不但是最后一天

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还最后一天的最后一刻才公布

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这使得13F更具有一定的价值

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不过因为这个是季度结束后的45天才公开

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有时机构放个烟幕弹

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在公开前已经跑掉了

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也不一定啊

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所以投资者在看13F报告时

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也要了解到其中可能有诈

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今天讲几个机构的持仓变动

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先说贝莱德这家全球最大的资产管理公司

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减最多的是微软

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另外四个是英伟达

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特斯拉

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苹果和meta

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在前五名之外

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贝莱德还减持了circle和coin base

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贝莱德前五大加仓的个股是X美孚

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强生雪弗龙

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Ama at

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还有米光

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感觉是压中了存储股

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并且看到伊朗战争就加了能源股

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虽然贝莱德是减仓了科技巨头

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但实际上

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大机构是无法规避对科技龙头的大规模持仓

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英伟达

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苹果

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微软等公司

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前十大重仓股占投资组合的27.7%

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三

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核心投资仍然是集中在顶级科技巨头上面

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量化交易传奇人物西蒙斯创办的文艺复兴科技

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因为长期稳定惊人的投资回报

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一直备受关注

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文艺复兴在一季度还在加仓苹果

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英伟达

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博通前五大加仓

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还有LIN林德气体

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摩根大通

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另外他减持了奈飞COSTCO

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特斯拉potr pg等前五大持仓

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仍包括联合治疗UTHRPLTR

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苹果等存储牛股

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美光科技也是它的前五大持仓

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那么林德气体是什么样的股票呢

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林德气体是一家化工公司

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主营业务是多种工业气体

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氧气氮气

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稀有气体等

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用于医疗

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石油行业

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食品航空航天等许多领域股票长期牛市

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回调时幅度也不大

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哇这个美股里面一路上涨的股票还真的是多啊

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伯克希尔进入了阿贝尔时代

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股神退居幕后

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这次的13F是阿贝尔教育的第一次公开亮相

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一季度伯克希尔买入前五大个股分别是谷歌

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delta航空

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纽约时报LEN莱纳建筑

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伯克希尔继续加仓

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谷歌一点也不怕高位啊

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看来阿贝尔还是敢于追高的

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他买回delta航空和纽约时报

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延续了巴菲特的偏好

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这两只以前出现在他们的投资组合过

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伯克希尔一季度卖出了visa

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美国银行万事达STZ还清掉了联合健康

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清仓了16只股

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比较大的就是visa

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万事达STZ

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还有联合健康

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他连亚马逊也给清仓了

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这个阿贝尔如此不看好支付结算银行啊

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他还大量的回笼现金

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现金储备达到3974亿美元

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而人工智能它只压住了谷歌

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看来谷歌还是可以继续持有的

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隔夜韩国股市大跌

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触发了5分钟熔断

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最终收盘跌了6.12%

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韩国股市也是大涨特涨

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但这两个月来已经出现了高位突然大跌

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熔断高位大跌的原因值得参考

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韩国有两只股

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三星和海力士两个芯片巨头资金集中压注

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和美股集中追捧芯片巨头类似啊

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大盘涨全靠这三星和海力士

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最近三星的员工因为分钱分的不如海力士的多

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两个巨头股大跌

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大盘就被带熔断了

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韩国股市投机性比较强

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美股相对稳一些

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但是资金抱团明星权重股的情况是没有两样

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炒作也是AI相关主题大涨

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全看人工智能行情能不能持续

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美股未来不排除也会有类似的高位风险

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在大牛市中

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我们只能坚持做多

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然后小心看路

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下周5月20号

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这是下周美股的一个重磅炸弹

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预计一季度营收是787.5亿

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同比增长78.7%

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每股收益预期1.76到1.77美元

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同比大幅增长118%

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毛利率75%

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仍然相当的高

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市场也非常重视下季度前景指引

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美国给中国企业批准了近75万张

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H200芯片的配额

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原来英伟达是将中国市场按零销售额来处理的

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现在多出来这一块会增加英伟达的潜艇指引

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00:09:50,159 --> 00:09:51,899
正好这个时间点上

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分析师还来不及将中国收入计入预期

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00:09:55,110 --> 00:09:57,470
那么下周出来的营收指引

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00:09:57,470 --> 00:10:00,539
大超预期的机会将会大大增加

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00:10:00,539 --> 00:10:03,559
英伟达在营收利润和指引上面

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全部大超预期的情况下

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股价有可能维持强势

224
00:10:07,769 --> 00:10:10,950
不过如果有任何一项不及预期

225
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那股价都会大跌的

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00:10:12,950 --> 00:10:16,269
今天我的公开账户亏了6250

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比大盘亏得多

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截图的净值是21.8万

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00:10:24,460 --> 00:10:26,120
谷歌小幅下跌

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这些导致的亏损持仓个股当中

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00:10:29,940 --> 00:10:32,679
circle最近几天大幅波动

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00:10:32,679 --> 00:10:35,559
clarity法案在银行委员会通过啊

233
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也没有能提振股价

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再加上贝莱德软银在13F中公布卖出

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00:10:41,759 --> 00:10:43,779
导致了circle的大跌

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00:10:43,779 --> 00:10:45,960
a ark基金虽然买入了

237
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但是没有用啊

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00:10:47,259 --> 00:10:50,649
木头姐买的东西经常会继续下跌的

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00:10:50,649 --> 00:10:54,429
昨天视频的评论中有一条说的挺有道理的

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拿出来和大家分享一下

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尊重博主

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保留股票不卖的个人选择

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00:11:00,220 --> 00:11:03,080
但是我认为有的股票盈利了

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但继续上涨空间有限

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甚至有回调的风险时

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00:11:07,080 --> 00:11:09,639
可以考虑卖掉一部分兑现盈利

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00:11:09,639 --> 00:11:13,519
用获利的部分继续去投资其他有价值的股票

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00:11:13,519 --> 00:11:16,240
也可能是另一种不错的选择

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00:11:16,519 --> 00:11:17,919
这一条讲到了

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00:11:17,919 --> 00:11:22,049
持有股票的机会成本就是其他有价值的股票

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00:11:22,049 --> 00:11:26,370
卖出股票是为了更好的买入其他有价值的股票

252
00:11:26,370 --> 00:11:29,769
这个讲出了我们卖出股票的逻辑之一

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什么时候卖出股票呢

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00:11:32,009 --> 00:11:33,970
我觉得有风险了

255
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尤其是大的回调

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00:11:35,789 --> 00:11:39,389
持有的潜在收益顶不过大幅回调的风险了

257
00:11:39,389 --> 00:11:42,309
甚至回调会超过税收边际税率了

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00:11:42,309 --> 00:11:44,629
那就应该卖出呃

259
00:11:44,629 --> 00:11:46,529
如果家里急用钱了

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有比钱更重要的事了

261
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那不用管股票还有没有机会应该卖出

262
00:11:52,639 --> 00:11:54,418
还有一个卖出的理由

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00:11:54,418 --> 00:11:56,239
就是这位网友说的

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00:11:56,239 --> 00:11:59,080
当有其他的机会出现了的时候

265
00:11:59,080 --> 00:12:00,980
其他的股票更有空间

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并且有一定的把握

267
00:12:02,639 --> 00:12:04,799
那我们也可以调仓换股

268
00:12:04,799 --> 00:12:07,840
有好几个网友问到了福特汽车

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00:12:07,840 --> 00:12:10,179
福特汽车前两天大涨

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00:12:10,179 --> 00:12:13,909
主要原因是成立一个子公司福特能源

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00:12:13,909 --> 00:12:17,809
这福特能源将原来的电动车电池工厂车间

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00:12:17,809 --> 00:12:21,629
改成生产电网级的大型商业组装的电池

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00:12:21,629 --> 00:12:22,950
储能系统

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00:12:22,950 --> 00:12:25,929
人工智能数据中心有几个层面的需求

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其中一个就是电力

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00:12:27,980 --> 00:12:30,519
福特汽车搞电力储能系统

277
00:12:30,519 --> 00:12:32,840
意外变成了一只AI概念股

278
00:12:32,840 --> 00:12:36,429
那么福特这支股票是没有什么成长性

279
00:12:36,429 --> 00:12:38,990
长期持股的收获并不是很高

280
00:12:38,990 --> 00:12:41,440
但是股息率有4.5%

281
00:12:41,440 --> 00:12:44,100
以前的股息还算是比较稳定的

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00:12:44,100 --> 00:12:47,100
AI概念可能会成为投资的热点

283
00:12:47,100 --> 00:12:48,200
可以搏一把

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00:12:48,200 --> 00:12:50,568
但暴利可能有点难

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最后我再分享一条评论

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00:12:52,589 --> 00:12:55,548
作为今天节目的结尾评论这么说

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00:12:55,548 --> 00:12:58,399
阳光姐10年重仓赌一支

288
00:12:58,399 --> 00:13:01,389
人生有多少个10年给你赌啊

289
00:13:01,669 --> 00:13:04,169
人生确实是没有几个10年

290
00:13:04,169 --> 00:13:06,549
如果以10年为单位来投资

291
00:13:06,549 --> 00:13:10,059
我觉得最好的标的是标普500指数

292
00:13:10,059 --> 00:13:12,299
你看个股起起伏伏

293
00:13:12,299 --> 00:13:13,840
不一定赌得赢

294
00:13:13,840 --> 00:13:15,899
标普指数的赢面就大了

295
00:13:15,899 --> 00:13:17,639
不但可以投10年

296
00:13:17,639 --> 00:13:21,149
还可以投20年好今天就聊到这儿

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00:13:21,149 --> 00:13:22,210
感谢大家的收看

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00:13:22,210 --> 00:13:23,389
祝大家周末愉快

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我们下期节目再见

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00:13:24,649 --> 00:13:25,379
拜拜

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