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← @btcbears

$QQQ

BEARISH2026-06-10
Price around the call
↓ 2026-06-10
By horizon✓ hit-1.7%
1d
…
5d
✗ +1.8%
21d
✓ -1.7%
Original post
旺牛牛仔 · 2026-06-10

这个人来头很大。 Mark Minervini,华尔街传奇交易员,8年级辍学,1983年用几千美元入市,完全自学成才。 核心战绩: - 美国投资锦标赛(US Investing Championship)冠军,拿过两次——1997年回报155%,2021年回报334.8% - 连续五年平均年化回报220%,只有一个亏损季度,五年累计回报33,554% - 被Jack Schwager写进了《Stock Market Wizards》,和索罗斯、达利欧并列的级别 他的风格是做多动量成长股的,几乎从来不做空。所以当这个人发推说"我刚做空了 $QQQ,继续持有 $SPY 空单"的时候,市场肯定是不对劲出了什么大问题的。 这就像巴菲特突然说"我清仓了苹果"一样——信号意义远大于操作本身。 一个一辈子做多的人开始做空美股指数,说明他看到了什么让他极度不安的东西。 当这个级别的人亮出空头仓位,至少值得我们停下来想一想:手里的多头仓位 $SOXL $MU $MRVL ,扛得住接下来的波动吗?

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