https://ai-investing-compass.pages.dev/zh/insights AI-investing insights from legendary investors' public 13F filings and the Compass Consensus Score. Educational; not investment advice. zh-cn https://ai-investing-compass.pages.dev/zh/insights/should-you-buy-nvidia-investor-actions https://ai-investing-compass.pages.dev/zh/insights/should-you-buy-nvidia-investor-actions Sun, 12 Jul 2026 00:00:00 GMT 关于英伟达的多空吵翻天。与其看观点,不如看动作:段永平大幅加仓,而 Tepper、Coatue 同期减持——分歧本身就是重要信息。用公开 13F 还原大佬们在 NVDA 上的真实分歧。 — The Nvidia bull/bear debate is endless. Skip the opinions, read the actions: Duan Yongping added sharply while Tepper and Coatue trimmed — the disagreement itself is the signal. We reconstruct the legends’ split on NVDA from public 13F filings. https://ai-investing-compass.pages.dev/zh/insights/best-ai-stocks-investor-consensus https://ai-investing-compass.pages.dev/zh/insights/best-ai-stocks-investor-consensus Sun, 12 Jul 2026 00:00:00 GMT 与其听单一分析师喊单,不如看 8 位传奇投资人的集体动作。罗盘共识分把他们的公开 13F 量化为每只 AI 股 0–100 分,每季更新——这是找"强共识 AI 龙头"的另一种视角。 — Instead of one analyst’s call, look at eight legendary investors’ collective actions. The Compass Consensus Score turns their public 13F into a 0–100 score per AI stock, refreshed quarterly — a different lens on “consensus AI leaders.” https://ai-investing-compass.pages.dev/zh/insights/buffett-ai-holdings-2026 https://ai-investing-compass.pages.dev/zh/insights/buffett-ai-holdings-2026 Sun, 12 Jul 2026 00:00:00 GMT 巴菲特一向"不碰科技"?其实伯克希尔的 AI 敞口藏在云与平台里。用公开 13F 拆解他的 AI 相关持仓,并和其他 7 位传奇投资人的共识对比。 — Buffett “avoids tech”? Berkshire’s real AI exposure hides in cloud and platforms. We decode his AI-related holdings from public 13F filings and compare them with seven other legends. https://ai-investing-compass.pages.dev/zh/insights/duan-yongping-ai-2026 https://ai-investing-compass.pages.dev/zh/insights/duan-yongping-ai-2026 Fri, 10 Jul 2026 00:00:00 GMT 以苹果、伯克希尔为压舱石的价值投资者,2026 起明显向 AI 倾斜:大幅加仓英伟达、新建 AI 软件股,同时重仓拼多多。对华语读者尤具参考。用公开动作还原他的 AI 组合。 — A value investor anchored in Apple and Berkshire, Duan Yongping tilted toward AI from 2026 — adding Nvidia sharply, opening AI-software positions, and holding PDD. We reconstruct his AI sleeve from disclosed actions. https://ai-investing-compass.pages.dev/zh/insights/cathie-wood-ark-ai-2026 https://ai-investing-compass.pages.dev/zh/insights/cathie-wood-ark-ai-2026 Thu, 09 Jul 2026 00:00:00 GMT 成长派代表 Cathie Wood 押注 AI 的方式和价值派截然不同:重仓下一代算力与云基建。高波动往往意味着高分歧——用罗盘共识分看她的持仓在大佬中是"共识"还是"孤注"。 — Growth-style investor Cathie Wood bets on AI very differently from the value camp: next-generation compute and cloud infrastructure. High volatility often means high disagreement — the Consensus Score shows whether her names are consensus or a lone bet. https://ai-investing-compass.pages.dev/zh/insights/ai-energy-nuclear-stocks https://ai-investing-compass.pages.dev/zh/insights/ai-energy-nuclear-stocks Wed, 08 Jul 2026 00:00:00 GMT AI 的尽头是电力。算力狂飙推高数据中心耗电,把能源、核电、电网变成"二阶"AI 受益方向。这条线索常被追芯片的人忽略——用长期视角和大佬的公开布局审视它。 — AI ends at electricity. Soaring compute drives data-center power demand, turning energy, nuclear, and the grid into second-order AI beneficiaries — a thread chip-chasers often miss. We examine it through a long-term lens and the legends’ disclosed positioning. https://ai-investing-compass.pages.dev/zh/insights/how-to-copy-13f-portfolios https://ai-investing-compass.pages.dev/zh/insights/how-to-copy-13f-portfolios Tue, 07 Jul 2026 00:00:00 GMT "抄大佬作业"听起来简单,做起来全是坑:数据滞后 45 天、只披露多头、不含成本价。讲清 13F 是什么、三个常见陷阱,以及用共识而非单一持仓的正确姿势。 — “Copy the legends’ homework” sounds easy but is full of traps: 45-day lag, longs-only disclosure, no cost basis. We explain what a 13F is, three common traps, and the right way — consensus over any single holding. https://ai-investing-compass.pages.dev/zh/insights/is-ai-a-bubble-investor-view https://ai-investing-compass.pages.dev/zh/insights/is-ai-a-bubble-investor-view Mon, 06 Jul 2026 00:00:00 GMT "AI 泡沫"之争永无定论。与其听观点,不如量化大佬集体的真实动作:AI 共识温度计衡量 8 位传奇投资人本季对 AI 的信念强度,而英伟达的分歧说明市场远没有一致答案。 — The “AI bubble” debate never settles. Instead of opinions, quantify the legends’ actual moves: the AI Conviction Index measures how strongly eight investors back AI this quarter, while the split on Nvidia shows the market is far from a single answer. https://ai-investing-compass.pages.dev/zh/insights/david-tepper-amazon-ai https://ai-investing-compass.pages.dev/zh/insights/david-tepper-amazon-ai Sun, 05 Jul 2026 00:00:00 GMT 当很多人还在追芯片,Appaloosa 的 David Tepper 把亚马逊加成头号重仓,同时减持英伟达、AMD。这是一种"押注 AI 变现端、而非算力军备"的思路。用公开动作与共识分拆解他的逻辑。 — While many chase chips, Appaloosa’s David Tepper made Amazon a top position while trimming Nvidia and AMD — a “bet on AI monetization, not the compute arms race” thesis. We decode it with disclosed actions and the Consensus Score.