ProPicks九月AI选股再平衡报告：买入这些股票？卖出这些股票？

英为财情09-02

英为财情Investing.com – 八月，美股跌宕起伏，不再像年初那样轻松惬意，恐慌指数VIX一度升至四年新高，但好消息是在动荡中，市场对蓝筹股的热情重燃，投资者开始再平衡持仓，且标普500指数距离历史新高就差0.5%的涨幅。然而，另一方面，尽管英伟达 (NASDAQ:NVDA) 交出了靓丽的第二季度成绩单，战胜市场一致预期，但未能满足市场愈发贪婪的胃口。同时，多年来，美股七巨头首次未能...

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Sell these stocks?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PCAR":1,"ABNB":1,"IBM":1,"IPG":1,"LECO":1,"LVS":1,"MMM":1,"NSSC":1,"NUE":1,"NVR":1,"ON":1,"HEI":1,"PLAB":1,"RNG":1,"SKYW":1,"SNEX":1,"STT":1,"URBN":1,"UTHR":1,"WSM":1,"YETI":1,"CVLT":1,"ACMR":1,"ADBE":1,"ADSK":1,"AMR":1,"ANF":1,"BKR":1,"CABO":1,"CELH":1,"CNXC":1,"HAL":1,"DDS":1,"EL":1,"FFIV":1,"FIBK":1,"FOXA":1,"FOXF":1,"FTDR":1,"FTNT":1,"FWONK":1,"NVDA":0.9,"QCOM":0.6},"content_text":"英为财情Investing.com – 八月，美股跌宕起伏，不再像年初那样轻松惬意， 恐慌指数VIX一度升至四年新高，但好消息是在动荡中，市场对蓝筹股的热情重燃，投资者开始再平衡持仓，且标普500指数距离历史新高就差0.5%的涨幅。\n然而，另一方面，尽管英伟达 (NASDAQ:NVDA) 交出了靓丽的第二季度成绩单，战胜市场一致预期，但未能满足市场愈发贪婪的胃口。\n同时，多年来，美股七巨头首次未能带来丰厚回报，追踪七巨头的基金The Roundhill Magnificent Seven ETF (NASDAQ:MAGS)下跌0.69%，同期标普500指数却上升了2%，道指升1%。\n值得注意的是，美股业绩却没有受到七巨头拖累，整个美股二季度财报的表现却创多年新高，企业利润增速创2021年以来最快。加上一系列积极的经济数据，推动主要指数创下了近一年来最佳的周度表现。\nAI选股策略ProPicks也成功抓住了市场偏好的变化，ProPicks再度跑赢市场，其中最佳价值股策略傲视群雄，单月回报率达4.8%，巴菲特精选紧随其后，升幅达3.5%，超越标普升3.3%，称霸道指升3%。\n本月稍晚，美联储预计将开启新一轮降息周期，我们的AI选股策略也更新了精选股票名单。\n*巴菲特之选策略也在伯克希尔·哈撒韦(NYSE:BRKa)的13F表格公布后，进行了季度更新。\n科技巨头\n纳入的股票：\n Fortinet  (NASDAQ:FTNT)\n美国超微电脑(Super Micro Computer)(NASDAQ:SMCI)\nNutanix (NASDAQ:NTNX)\nACM Research (NASDAQ:ACMR)\n Zoom Video Communications  (NASDAQ:ZM)\nNapco Security Technologies (NASDAQ:NSSC)\nMarathon Digital (NASDAQ:MARA)\n Clear Secure , Inc.\n剔除的股票：\nCommvault Systems, Inc.\nRingCentral (NYSE:RNG), Inc.\n高通(NASDAQ:QCOM)\nSMART Global Holdings, Inc.\nAllegro MicroSystems, Inc.\n Photronics  (NASDAQ:PLAB), Inc.\nHarmonic (NASDAQ:HLIT) Inc.\n ScanSource  (NASDAQ:SCSC), Inc.\n按此查看完整名单\n超越标普\n纳入的股票：\n雅诗兰黛（Estee Lauder）(NYSE:EL)\nAdobe (NASDAQ:ADBE)\nCadence Design Systems (NASDAQ:CDNS)\nFortinet Inc (NASDAQ:FTNT)\nSynopsys (NASDAQ:SNPS)\nOld Dominion Freight Line (NASDAQ:ODFL)\nAutodesk (NASDAQ:ADSK)\nPalo Alto Networks (NASDAQ:PANW)\n Monolithic Power  Systems (NASDAQ:MPWR)\nAirbnb (NASDAQ:ABNB)\n剔除的股票：\n State Street  Corporation (NYSE:STT)\n福特汽车(NYSE:F)\n礼来（Eli Lilly）(NYSE:LLY)\n应用材料（Applied Materials）(NASDAQ:AMAT)\n耐克 (NYSE:NKE)\n3M Company (NYSE:MMM)\n ON Semiconductor  Corporation (NASDAQ:ON)\n贝克休斯（Baker Hughes ）(NASDAQ:BKR)\nNetApp (NASDAQ:NTAP)\n Vistra Energy Corp  (NYSE:VST)\n按此查看完整名单\n称霸道指\n纳入的股票：\n思科系统（Cisco Systems）(NASDAQ:CSCO)\n IBM  (NYSE:IBM)\n剔除的股票：\nMicrosoft Corporation (NASDAQ:MSFT)\n Amgen Inc  (NASDAQ:AMGN)\n按此查看完整名单\n最佳价值股\n纳入的股票：\n哈里伯顿（Halliburton Company）(NYSE:HAL)\nDollar General Corporation (NYSE:DG)\nWilliams-Sonoma (NYSE:WSM)\n Nucor  Corporation (NYSE:NUE)\nUnited Therapeutics Corporation (NASDAQ:UTHR)\nAirbnb (NASDAQ:ABNB)\nLincoln Electric Holdings (NASDAQ:LECO)\n剔除的股票：\n金沙集团（Las Vegas Sands）(NYSE:LVS)\nF5 Networks (NASDAQ:FFIV)\n Fox Corp  (NASDAQ:FOXA)\nThe Interpublic Group of Companies (NYSE:IPG)\nPACCAR Inc (NASDAQ:PCAR)\nThe Hartford Financial Services Group (NYSE:HIG)\n Cheniere Energy Partners  (NYSE:CQP)\n按此查看完整名单\n中盘股之星\n纳入的股票：\nAbercrombie & Fitch Company (NYSE:ANF)\nUrban Outfitters (NASDAQ:URBN)\nDillard's (NYSE:DDS)\n Concentrix  Corp (NASDAQ:CNXC)\n Powell Industries  (NASDAQ:POWL)\n Alpha Metallurgical Resources  (NYSE:AMR)\nClear Secure Inc (NYSE:YOU)\n多邻国（Duolingo Inc）(NASDAQ:DUOL)\n Celsius Holdings  (NASDAQ:CELH)\n剔除的股票：\nCommVault Systems Inc (NASDAQ:CVLT)\n SkyWest  (NASDAQ:SKYW)\n First Interstate  BancSystem (NASDAQ:FIBK)\nCable One (NYSE:CABO)\n Frontdoor  (NASDAQ:FTDR)\nDarling Ingredients (NYSE:DAR)\nFox Factory Holding (NASDAQ:FOXF)\n YETI Holdings  (NYSE:YETI)\nStonex Group (NASDAQ:SNEX)\n按此查看完整名单\n巴菲特精选\n纳入的股票：\n可口可乐（The Coca-Cola Company）(NYSE:KO)\nNVR (NYSE:NVR)\nHEICO Corporation (NYSE:HEI)\n剔除的股票：\nDaVita (NYSE:DVA)\n卡夫亨氏（The Kraft Heinz Company）(NASDAQ:KHC)\nFormula One Corp (NASDAQ:FWONK)\n西方石油（Occidental Petroleum Corporation）(NYSE:OXY)\n按此查看完整名单","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.0","shortVersion":"4.29.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2464882560"}