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$SPY · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$SPY 被累计提及 21 次，本周态度 未表态，其他。数据每日更新。
$SPY 现在是什么情况？
| 所属板块 | 其他 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 未表态 |
| 累计提及 | 21 次 |
| 近7/28/90日提及 | 0 / 0 / 0 |
| 最新价 | — |
| 今日 / 本周涨幅 | — / — |
| 首次提及以来涨幅 | — |
| 首次 / 最近提及 | 2025-10-10 → 2026-04-08 |
最近有人说了 $SPY 什么？
下面是最近 8 条提及 $SPY 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-04-08看空原文Did you listen anon? $AAOI and $AEHR both up 50%+ this week alone. I post my thesis publicly BEFORE any movement happens and without charging thousands to see stock picks. If you’re listening to $IREN investors why these are “short or going to dump because of 2025 P/E ratios” maybe stick to PayPal or $SPY.
- 2026-04-04看多原文The most viral story on $RDDT right now: -> Guy started with $300,000 -> Gets lucky with individual names at April 2025 bottom -> Runs it up to $3,000,000 and claims they had financial freedom -> Proceeds to do 0DTE options on $SPY -> Turned $3M -> $50k. Usually I give a lesson learned type story but this is just stupid? Legit stop touching 0dte options. Even if they full ported it into Jim Cramer’s favorite stock $MRVL, probably would have been $6M in 2-3 years. The best lesson of generational wealth is looking at Nancy Pelosi. If you do options, look at how their on $AVGO to $NVDA keep compounding over time. Not one day windows.
- 2026-03-30中性原文@Ungrate11057544 Let's just say even if $SPY, $MSFT, $AMZN crashes another 20% I expect $AAOI to outperform the market.
- 2026-03-28中性原文The Serenity Doomsday ETF: 25% | $FAZ 25% | $GUSH 20%| $LCID Short 10% | $SQQQ 10% $UVIX 10% | $NVDA Puts Rationale: $FAZ / 3x short financial - Private Market liquidity play on Middle Eastern capital abandoning private markets if all their oil fields get blown apart. $GUSH / 2x Long US OIl and Gas - Global crude prices that will likely skyrocket, and American producers reap record windfall in profits. $SQQQ / 3x short Nasdaq - Google, Amazon, Apple, Microsoft forced selling if liquidity gets pulled. $LCID Short / 60% owned by Saudi Arabia Public Investment Fund. If the Saudis suffer from liquidity shock, there goes Lucid. $UVIX/ 2x long volatility - If there's black swan events, volatility goes up. $NVDA Puts - Last bastion for the $SPY as largest weighting. If capex gets pulled, index sells off will Nvidia go down the hardest. I only see this scenario if US sends ground troops to Iran and Iran blows everything around it up. Let's pray for Taco Tuesday.
- 2026-03-27中性原文Turns out… we had no cards after all. -> Indexes from $SPY are down -5% -> Individual stocks from $HOOD and $RDDT are down worse 40%+ -> Rare earths supply chains needed for robotics or AI are a mess. -> We’re fighting with our allies from Canada and Europe that supply us with all the important materials for frontier supply chains (hint: America has no domestic refineries for many of these) -> Iran situation is now a mess -> Main beneficiaries are Oil companies and War contractors -> Russia is happy from Oil sanctions being lifted -> Hyperscalers are pouring all their reserves into AI capex, with China reaping all the benefits from distillation. (No KYC endpoints) -> Wealth gap keeps increasing, people living paycheck to paychecks, and mass layoffs are likely to happen as AI disrupts jobs. Then as a side quest, people in the family are enriching themselves through memecoin launches then selling the industry out to big banks. Can we at least secure our supply chains and frontier technologies first before we likely start a ground invasion of Iran? I’ll always be bullish on America but these are some of these dumbest series of decisions I’ve seen. WTF is even happening?
- 2026-03-26看多原文It's macro related but drops often present a good dip buying opportunity. Almost everything is down, $SPY down -.82%, EU50 down 1.16%, Kospi down -3.22%. $LITE down -3.24% Only defense/energy seem to be doing well so far. But this is pre-market, sometimes things flip market open.
- 2026-03-26中性原文Holy sht… $SPY index down close to -5% YTD. Pershing Square NAV down almost -20% YTD. One of the worst starts to the year for the broader market. On the bright side? $CVX and $LMT, Oil and War executives and companies that bring positivity and joy to the common people are happy. And… If your portfolio is not down -20% you’re outperforming Bill Ackman.
- 2026-03-26中性原文Trump in Cabinet Meeting: “I thought Oil Prices would go up more. And I thought the stock market would go down more”. Now that the $SPY index is down -5.25%… Having the President say this earlier today isn’t exactly the best words of encouragement. https://t.co/h5ncyEU9Pv
去哪看 $SPY 的完整时间线？
全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。
进入持仓雷达，看 $SPY 完整动态 →常见问题
$SPY 为什么会出现在 AI 供应链追踪名单里？
$SPY 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 21 次，归类在「其他」板块。首次提及时间是 2025-10-10。
海外大 V 最近怎么看 $SPY？
最近 7 天 $SPY 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。
$SPY 这一页的数据多久更新一次？
每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。
Serenity 持仓雷达对 $SPY 的看法算投资建议吗？
不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。
本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-08-30。