以均价422.8，卖_老虎社区_美港股上老虎 - 老虎社区

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京城Z先生
09-13

以均价422.8，卖出20%的微软；

以均价154.5，买入等额的谷歌。

至此，我的谷歌仓位，已经反超微软约1%。

---

本次交易，为同行业间的调仓，不涉及对AI行业的看法改变。

调仓只因谷歌在几大巨头里实在太便宜了，而近期的几大利空，经过反复思考，认为真实风险有限，市场恐慌过度，因此一旦困境反转，反弹力度将最大。

接下来，不排除继续增持谷歌，但大概率不会用TLT，而是继续卖出现有股份，优先考虑减仓英伟达和苹果。$谷歌(GOOG)$ $微软(MSFT)$

# 【9月议息会】50个基点！继续看涨？

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鹫惜翎凌
·09-13
英伟达现阶段是美股的标杆，苹果暂时可以放弃
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