分享一下alpha pick
分享一个用户购买的“alpha pick”投资组合账户表现，展示了2023年5月至今的15个股票推荐及其回报，其中不乏高回报案例（如APP 1004%，CLS 1076%），但也存在亏损（如W -16%）。新增回复表示大部分推荐表现良好，但对CLS的推荐表示谨慎。
1. 关键信息
- 核心内容： 用户分享了一个通过闲鱼购买的“alpha pick”账户的历史持仓和回报数据，涵盖2023年5月至2026年2月期间的15只股票推荐。
- 高回报案例： 出现了多支回报率极高的股票，如AppLovin (APP) 1,004.03%，Celestica (CLS) 1,076.79%（两次推荐），Powell Industries (POWL) 923.44%，Sterling Infrastructure (STRL) 581.31%。
- 亏损案例： 存在亏损持仓，如Wayfair (W) -16.06% 和 Par Pacific Holdings (PARR) -6.74%。
- 评级分布： 大部分推荐评级为“Strong Buy”，少数为“Buy”或“Hold”。
- 新增反馈： 楼层回复认为大部分推荐表现良好，跑赢自己的持仓，但对CLS的推荐持保留态度。
2. 羊毛/优惠信息
- 无（内容为投资组合分享，非羊毛/折扣信息）
3. 最新动态
- 帖子创建于2026年2月9日，最新的数据点是2026年2月2日的推荐。
- 第二楼用户对AppLovin (APP) 提出负面看法，称其为“套皮洗钱公司”。
4. 争议或不同意见
- 第二楼用户对AppLovin (APP) 提出了负面评价，称其为“套皮洗钱公司”，与该股票的高回报形成对比。
- 第四楼用户对Celestica (CLS) 的推荐表示“有点不敢买”。
5. 行动建议
- 鉴于该“alpha pick”的来源是“闲鱼购买的账户”，用户应谨慎评估该数据源的可靠性和持续性。
- 关注第二楼对APP的负面评论可能指向的风险点，并对CLS的推荐保持观望态度。
大家有关注alpha pick的吗，今天闲鱼买了一个账户。
2/9/2026
Company Name (公司名称)
Symbol (代码)
Picked (日期)
Return (回报)
Sector (行业)
Rating (评级)
Holding % (持仓)
Dycom Industries, Inc.
DY
2/2/2026
9.38%
Industrials
Strong Buy
0.56%
Newmont Corporation
NEM
1/15/2026
5.24%
Materials
Strong Buy
0.57%
Barrick Mining Corporation
B
1/2/2026
6.27%
Materials
Strong Buy
0.60%
Millicom International Cellular S.A.
TIGO
12/15/2025
27.83%
Communication Services
Strong Buy
0.74%
Wayfair Inc.
W
12/1/2025
-16.06%
Consumer Discretionary
Hold
0.49%
Par Pacific Holdings, Inc.
PARR
11/17/2025
-6.74%
Energy
Strong Buy
0.57%
Incyte Corporation
INCY
11/3/2025
11.20%
Health Care
Strong Buy
0.72%
Micron Technology, Inc.
MU
10/15/2025
102.28%
Information Technology
Strong Buy
1.60%
TTM Technologies, Inc.
TTMI
10/1/2025
68.05%
Information Technology
Strong Buy
1.48%
Coeur Mining, Inc.
CDE
9/15/2025
39.54%
Materials
Strong Buy
1.13%
Kinross Gold Corporation
KGC
9/2/2025
58.78%
Materials
Strong Buy
1.37%
Vistance Networks, Inc.
VISN
8/15/2025
26.84%
Information Technology
Strong Buy
1.18%
Sterling Infrastructure, Inc.
STRL
8/1/2025
63.38%
Industrials
Buy
1.33%
Willdan Group, Inc.
WLDN
7/1/2025
80.26%
Industrials
Strong Buy
1.46%
SSR Mining Inc.
SSRM
6/16/2025
98.06%
Materials
Strong Buy
1.51%
United Natural Foods, Inc.
UNFI
5/15/2025
32.47%
Consumer Staples
Strong Buy
1.41%
Manulife Financial Corporation
MFC
5/1/2025
23.94%
Financials
Strong Buy
1.52%
Brinker International, Inc.
EAT
4/15/2025
13.13%
Consumer Discretionary
Strong Buy
1.49%
EZCORP, Inc.
EZPW
4/1/2025
63.78%
Financials
Strong Buy
1.78%
Arcutis Biotherapeutics, Inc.
ARQT
3/17/2025
61.58%
Health Care
Buy
1.88%
Credo Technology Group Holding
CRDO
2/3/2025
78.52%
Information Technology
Strong Buy
1.81%
The Allstate Corporation
ALL
1/2/2025
4.64%
Financials
Hold
1.72%
Celestica Inc.
CLS
11/15/2024
295.74%
Information Technology
Strong Buy
3.81%
Carnival Corporation & plc
CCL
11/1/2024
50.89%
Consumer Discretionary
Strong Buy
2.07%
Argan, Inc. (Winner)
AGX
10/15/2024
211.80%
Industrials
Hold
3.07%
Powell Industries, Inc.
POWL
10/1/2024
148.46%
Industrials
Hold
3.62%
Pilgrim’s Pride Corporation
PPC
9/16/2024
4.88%
Consumer Staples
Hold
1.85%
Synchrony Financial
SYF
9/3/2024
50.69%
Financials
Hold
2.15%
Adtalem Global Education Inc.
ATGE
7/15/2024
33.14%
Consumer Discretionary
Buy
2.04%
Berkshire Hathaway Inc.
BRK.B
7/1/2024
22.38%
Financials
Strong Buy
2.08%
SkyWest, Inc.
SKYW
6/3/2024
32.65%
Industrials
Hold
2.07%
Blue Bird Corporation
BLBD
5/15/2024
10.58%
Industrials
Buy
2.25%
Brinker International, Inc.
EAT
4/1/2024
235.00%
Consumer Discretionary
Strong Buy
3.45%
Royal Caribbean Cruises (Winner)
RCL
3/15/2024
170.26%
Consumer Discretionary
Hold
2.75%
Okta, Inc.
OKTA
2/15/2024
-1.21%
Information Technology
Buy
1.77%
Twilio Inc.
TWLO
2/1/2024
62.65%
Information Technology
Hold
2.48%
AppLovin Corporation
APP
11/15/2023
1,004.03%
Information Technology
Buy
4.92%
Manulife Financial Corporation
MFC
11/1/2023
117.10%
Financials
Strong Buy
3.20%
Celestica Inc.
CLS
10/16/2023
1,076.79%
Information Technology
Strong Buy
4.70%
T-Mobile US, Inc.
TMUS
9/15/2023
36.93%
Communication Services
Hold
2.27%
Sterling Infrastructure, Inc.
STRL
8/1/2023
581.31%
Industrials
Buy
6.67%
Uber Technologies, Inc.
UBER
6/1/2023
98.53%
Industrials
Hold
2.64%
Powell Industries, Inc.
POWL
5/15/2023
923.44%
Industrials
Hold
9.96%
Corporación América (Winner)
CAAP
5/1/2023
163.75%
Industrials
Buy
3.31%
image2532×1618 305 KB。复制给gemini，整合的格式
怎么到现在了还有APP这种套皮洗钱公司
插眼，大部分都挺好的。比我的持仓跑的快很多。就算APP今天也回来了，不过CLS这个有点不敢买