睇美股，跟佢地搵食已夠食

[mtr]

就算佢地買唔中當期明星股，也經常買中即將最當炒的板塊，更時時買中獲得美國政府外判合約或中政府投標的上市企業。

下文的 Debbie 姐，佛羅里達州民主黨眾議員。又，據這個跟縱網站

https://x.com/PelosiTracker_/


從各位國會議員的公開申報資料綜合，民主黨國會議員普遍炒股往績優於共和黨。


https://x.com/PelosiTracker_/status/1960739198857830797

And this is why we do it

Remember back on November 20th, we shared Debbie Schultz filed a suspicious buy of Viasat $VSAT

Viasat specializes in military communications & services equipment

It originally caught our eye bc:

1. She's notorious for being one of the best investors in congress

2. She sat on the military construction subcommittee

3. $VSAT was awarded a $153M military government contract ~1 month before the buy

Well? It's now up 369% since her filing

Even with the delay

This is why we'll keep updating and building ways for retail to invest alongside these suspicious trades on Autopilot

[mtr]

https://x.com/PelosiTracker_/status/1957827567194677659

Debbie Schultz is the chair of the military construction subcommittee

[mtr]

網上有唔少專跟美國國會議員股票買賣申報紀錄的網站，其中一個成日睇既 ...

Which stocks is Debbie Wasserman Schultz trading

https://www.capitoltrades.com/politicians/W000797

[mtr]

港股有無類似方法捉路呢？有，但會 miss 好多明星股。

呢間係近月小弟睇過過百間上市公司中期報告中盤數最靚既 top 10 之一：

https://stockn.xueqiu.com/00517/20250827201515.pdf

留意佢幾時開始股權激勵計劃？剛剛新冠疫情第一波個陣！那時恆指跌到一仆一碌。

之後佢幾時授出過購股權？都係新冠疫情肆虐，恆指低迷的時候。

又，點解用咁既方法會 miss 好多明星股？

因為創新藥及不少科技股的 share options 是上市前發出的，行使股價遠低於招股價，甚至可以低到一蚊美金或以下！就算隻股上市後破發潛水， 獲發 share options 的大大乜野價位行使依然贏到笑。

此外，國企有另一套股權獎勵機制，唔可以上港交所公告網站

https://www.hkexnews.hk/index_c.htm

打 "授出購股權" 就 search 到 (而家可以用 AI agent 幫你每日做相關紀錄)，頂多睇下該國企在甚麼價位於市場購入股票作獎勵高管和員工用。

又或者在港交所公告網站打 "增持" 睇下邊間公司大股東最近打算/已增持其公司股票，最近一年至少 "中國宏橋"、"零跑汽車" 和 "三生製藥" 用呢個方法搵係可以執唔少的。

[streamboy]

勁呀！