{"topic":{"id":15236,"title":"AI 泡泡要破了","slug":"topic","categoryId":4,"createdAt":"2025-11-18 15:33:03.106961","bumpedAt":"2025-11-22 21:23:12.606571","views":389,"postsCount":10,"highestPostNumber":10,"likeCount":6,"closed":false,"pinned":false,"pinnedGlobally":false,"pinnedAt":null,"pinnedUntil":null,"isBanner":false,"excerpt":"10 月开始陆续 7 万投在股票基金里，今日总计亏了 1 千。主要投资 ETF： 3 万 513310 中韩半导体各几千： 159687 亚太精选 520580 新兴亚洲 513730 东南亚科技 159100 巴西 520830 沙特创新药黄金日经东证指数道琼斯指数最近几天对 AI 泡泡的破裂的担忧导致全球股市大跌，年初进场的获利离场的无所谓，想问一下门友，这个时候我应该割肉离场吗？ VIX=9 市场处于极度恐慌状态…","deletedAt":null,"isAnonymous":false,"category":{"id":4,"name":"谈笑风生","slug":"general","color":"25AAE2"},"author":{"id":7180,"username":"djt","name":null,"avatarUrl":"/uploads/image/32/d5/32d58a244034a8a7770308cea4bb3fe3baa21efb19d4ac30eb73d144a15b7ca4.avif"},"tags":[]},"posts":[{"id":68067,"postNumber":1,"raw":"10 月开始陆续 7 万投在股票基金里，今日总计亏了 1 千。\n\n主要投资 ETF：\n3 万\n513310 中韩半导体\n各几千：\n159687 亚太精选\n520580 新兴亚洲\n513730 东南亚科技\n159100 巴西\n520830 沙特\n创新药\n黄金\n日经\n东证指数\n道琼斯指数\n\n最近几天对 AI 泡泡的破裂的担忧导致全球股市大跌，年初进场的获利离场的无所谓，想问一下门友，这个时候我应该割肉离场吗？\n\nVIX=9 市场处于极度恐慌状态\n\nhttps://www.cnn.com/markets/fear-and-greed","cooked":"

10 月开始陆续 7 万投在股票基金里，今日总计亏了 1 千。

主要投资 ETF：
\n3 万
\n513310 中韩半导体
\n各几千：
\n159687 亚太精选
\n520580 新兴亚洲
\n513730 东南亚科技
\n159100 巴西
\n520830 沙特
\n创新药
\n黄金
\n日经
\n东证指数
\n道琼斯指数

最近几天对 AI 泡泡的破裂的担忧导致全球股市大跌，年初进场的获利离场的无所谓，想问一下门友，这个时候我应该割肉离场吗？

VIX=9 市场处于极度恐慌状态

https://www.cnn.com/markets/fear-and-greed

","createdAt":"2025-11-18 15:33:03.217531","updatedAt":"2025-11-18 15:44:23.899692","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":149,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":3,"publicVersion":3,"deletedAt":null,"isAnonymous":false,"user":{"id":7180,"username":"djt","name":null,"avatarUrl":"/uploads/image/32/d5/32d58a244034a8a7770308cea4bb3fe3baa21efb19d4ac30eb73d144a15b7ca4.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68068,"postNumber":2,"raw":"三个月收益都亏完了","cooked":"

三个月收益都亏完了

\n","createdAt":"2025-11-18 15:36:25.582796","updatedAt":"2025-11-18 15:36:25.582796","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":9,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":2902,"username":"1313","name":"ᐕ)ﾉ","avatarUrl":"/uploads/image/54/54/5454f44e713b53c012953b2de450d2539979427ce4ccbd5683c76257f88ee733.avif","admin":false,"moderator":false,"signatureRaw":"[right]好吧。[/right]","signatureCooked":"

好吧。

"}},{"id":68078,"postNumber":3,"raw":"Buy the dip, thank me later! NFA.","cooked":"

Buy the dip, thank me later! NFA.

\n","createdAt":"2025-11-18 18:33:47.221875","updatedAt":"2025-11-18 18:33:47.221875","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":7,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":425,"username":"Ogiso_Setsuna","name":"小木曽雪菜","avatarUrl":"/uploads/image/84/e3/84e328169491dbc81e9b54386b259ed63a8e6678875dcf17803ec69c4c25cb99.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68084,"postNumber":4,"raw":"流动性收紧。泡沫破裂云云还差的远吧。\n\n东南亚科技这种年费 2% 的东西还是少拿","cooked":"

流动性收紧。泡沫破裂云云还差的远吧。

东南亚科技这种年费 2% 的东西还是少拿

\n","createdAt":"2025-11-19 03:57:30.47628","updatedAt":"2025-11-19 03:57:43.144092","replyToPostNumber":null,"replyCount":1,"likeCount":3,"wordCount":35,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"❤️","count":3,"users":[{"id":182,"username":"duroy","name":"duroy"},{"id":1835,"username":"Dusk","name":"夕大画家"},{"id":7180,"username":"djt","name":null}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":346,"username":"hoist","name":null,"avatarUrl":"/uploads/image/0d/cd/0dcdf69d213b6798002779ad4b729567cd4d889ee4a56c07a8c4454e8b563219.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68087,"postNumber":5,"raw":"有一说一，根据我对资本主义的浅薄宏观理解，市场只会在彻底狂欢中迎来猛烈崩盘。市场还没疯，就还不是泡沫破裂的时候。","cooked":"

有一说一，根据我对资本主义的浅薄宏观理解，市场只会在彻底狂欢中迎来猛烈崩盘。市场还没疯，就还不是泡沫破裂的时候。

\n","createdAt":"2025-11-19 05:29:26.125653","updatedAt":"2025-11-19 05:29:26.125653","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":56,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":182,"username":"duroy","name":"duroy","avatarUrl":"/uploads/image/d1/3d/d13d8991365885ad7355d2be1d8aabbe32633dee456adacc58d783b22a2c238f.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68185,"postNumber":6,"raw":"有道理，两个交易所双重收费，加一起 1.38%\n\n[grid mode=\"tile\"]\n![IMG_20251121_154252_049|172x500](/uploads/image/f6/d5/f6d51422d49ad30d8eb5f57d3421c6a996c068eca46002d6543f3b8a549ff21a.avif)\n\n![IMG_20251121_154249_809|385x500](/uploads/image/b5/bb/b5bb250be1cdb1a37e370bed3c537e9d14e85ba623b401eceab163be0a947d96.avif)\n[/grid]","cooked":"

有道理，两个交易所双重收费，加一起 1.38%

$\"IMG_20251121_154252_049\"$

$\"IMG_20251121_154249_809\"$

\n","createdAt":"2025-11-21 07:43:19.593207","updatedAt":"2025-11-21 07:44:06.947004","replyToPostNumber":4,"replyCount":0,"likeCount":0,"wordCount":23,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":2,"publicVersion":2,"deletedAt":null,"isAnonymous":false,"user":{"id":7180,"username":"djt","name":null,"avatarUrl":"/uploads/image/32/d5/32d58a244034a8a7770308cea4bb3fe3baa21efb19d4ac30eb73d144a15b7ca4.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68189,"postNumber":7,"raw":"你应该在进场的时候就想好什么时候离场\n\n这取决于你进场的逻辑\n相信 AI 主线/相信 MAG7 泡沫/押注降息/相信黄金/相信技术面/长期定投 ...","cooked":"

你应该在进场的时候就想好什么时候离场

这取决于你进场的逻辑
\n相信 AI 主线/相信 MAG7 泡沫/押注降息/相信黄金/相信技术面/长期定投 ...

\n","createdAt":"2025-11-21 15:11:15.362544","updatedAt":"2025-11-21 15:11:15.362544","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":61,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":2877,"username":"Zerick","name":null,"avatarUrl":"/uploads/image/a7/a3/a7a3f86ac04b30a3177766813966fa48ce68b0e1cc009a8d274e34ab13a43ce9.avif","admin":false,"moderator":false,"signatureRaw":null,"signatureCooked":null}},{"id":68199,"postNumber":8,"raw":"[quote=\"Zerick, post:7, topic:15236\"]\n相信 AI 主线/相信 MAG7 泡沫\n[/quote]\nhttps://tickertracker.io/portfolios/bill-gates\n\n![image|690x286](/uploads/image/41/1c/411c3f141e742bdcda511d35a3f328fa1c68cd2b5940540172411655bdd4edc4.avif)\n\n\n**Bill Gates 小幅减仓伯克希尔哈撒韦大幅减持自家微软**","cooked":"

\n\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\tZerick:\n\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t

\n
相信 AI 主线/相信 MAG7 泡沫
\n

\n\t\t\t\t\t\t

https://tickertracker.io/portfolios/bill-gates

$\"image\"$

Bill Gates 小幅减仓伯克希尔哈撒韦大幅减持自家微软

\n","createdAt":"2025-11-21 18:16:01.902584","updatedAt":"2025-11-21 18:16:01.902584","replyToPostNumber":null,"replyCount":0,"likeCount":0,"wordCount":39,"liked":false,"bookmarked":false,"polls":[],"reactions":[],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":7639,"username":"Zethes","name":null,"avatarUrl":null,"admin":false,"moderator":false,"signatureRaw":"我虽然行过死荫的幽谷，也不怕遭害，因为你与我同在。\n诗篇 23:4","signatureCooked":"

我虽然行过死荫的幽谷，也不怕遭害，因为你与我同在。
\n诗篇 23:4

\n"}},{"id":68236,"postNumber":9,"raw":"等我博士毕业了入职再破好嘛 :pleading:","cooked":"

等我博士毕业了入职再破好嘛 🥺

\n","createdAt":"2025-11-22 14:20:15.147774","updatedAt":"2025-11-22 14:20:15.147774","replyToPostNumber":null,"replyCount":0,"likeCount":2,"wordCount":14,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"❤️","count":2,"users":[{"id":5905,"username":"PipaQinse233","name":"PipaQinse233"},{"id":7776,"username":"wolf_lumine","name":"东川路第一中杯小狼"}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":7129,"username":"EEVEE_SJTU","name":"东川路第一伊布","avatarUrl":"/uploads/image/0b/39/0b396ee15fa54006168a297182a8fa6b088be0530c87610f9829850d88bb2711.avif","admin":false,"moderator":false,"signatureRaw":"イーブイ～","signatureCooked":"

イーブイ～

\n"}},{"id":68245,"postNumber":10,"raw":"我 650 买的 meta 也亏了不少，要相信美股","cooked":"

我 650 买的 meta 也亏了不少，要相信美股

\n","createdAt":"2025-11-22 21:23:12.606571","updatedAt":"2025-11-22 21:23:12.606571","replyToPostNumber":null,"replyCount":0,"likeCount":1,"wordCount":16,"liked":false,"bookmarked":false,"polls":[],"reactions":[{"reaction":"❤️","count":1,"users":[{"id":7180,"username":"djt","name":null}],"hasReacted":false}],"wiki":false,"version":1,"publicVersion":1,"deletedAt":null,"isAnonymous":false,"user":{"id":650,"username":"AdvisorUploadBot1","name":"AdvisorUploadBot1","avatarUrl":"/uploads/image/02/36/0236028412afac37de85af1c94081c73f9bb07e13e7b33985f171687b0e7508f.avif","admin":false,"moderator":false,"signatureRaw":"本账户已完成使命","signatureCooked":"

本账户已完成使命

\n"}}],"hasMore":false,"lastReadPostNumber":5,"hasUrlPostNumber":true}