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📋 2026-08-05 持仓简报

📊 持仓 19 只 📰 异动 8 条 🔄 回购 0 条 💰 A股异动 1 条 💹 港美股异动 3 条

📈 A 股 / 港股个股

老铺黄金 (6181.HK)

⚡ 财联社 · 2026-08-05 14:36
老铺黄金午后涨超6% 美银证券重申“中性”评级

泡泡玛特 (09992.HK)

⚡ 财联社 · 2026-08-05 17:19
段永平减持泡泡玛特

🇺🇸 美股持仓

英伟达 (NVDA)

🇺🇸 Yahoo · 2026-08-05 01:12
SpaceX CEO Elon Musk Just Delivered Fantastic News for Nvidia Investors
🇺🇸 Yahoo · 2026-08-05 01:58
AMD Stock Tumbles Overnight As CapEx Surge And SpaceX’s Nvidia Switch Overshadow Q2 Beat
🇺🇸 Yahoo · 2026-08-05 02:20
Better Robotics Stock: Tesla vs. Nvidia
🇺🇸 Yahoo · 2026-08-05 04:16
AMD Vs. Broadcom: Why Broadcom is Actually Nvidia’s Biggest Problem
🇺🇸 Yahoo · 2026-08-05 04:19
I’m Buying Broadcom Because It Sucks Up The Hyperscaler AI Capex That Doesn’t Go To Nvidia

伯克希尔B (BRK-B)

🇺🇸 Yahoo · 2026-08-05 07:18
Jobs Report, Berkshire Earnings: What to Watch the Rest of the Week

💰 A 股异动

📈 通富微电 (002156): 收 58.00 元 (+4.32%), 成交额 949206万

💹 港美股异动

📈 英伟达 (NVDA): 收 211.94 (+2.56%)
📈 阿里巴巴 (9988.HK): 收 128.10 (+1.83%)
📈 老铺黄金 (6181.HK): 收 340.20 (+6.71%)