Alexandra Lyu (@solalexandrays) profile picture

AI 二级投资人,前大厂女工&调研专业户 股票投资心理按摩大师

Joined July 2024
Photo by Alexandra Lyu (@solalexandrays)Photo by Alexandra Lyu (@solalexandrays)Photo by Alexandra Lyu (@solalexandrays)
这几天临近大选,茶不思饭不想。天天担心特朗普丢两院AI建设压力大/美股继续跌、担心Elon被民主党清算、担心美债40万亿还不上、担心国家队不救市、担心上市公司业绩暴雷。但这些我也管不上,所以现在我只担心一件事:今晚能不能睡着。
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和一位私募前辈聊天,聊到资管最难的一点:不是选标的,是人性。投资人往往在高点最想买,低点最想卖,所以很多基民实际赚到的,比基金公开净值还要少,因为最高位加仓,最低位又害怕了。回头看,真正赚到钱的大聪明,基本都是低位敢加仓的人,但这件事说起来容易,做起来真的反人性。买股票也是一样的逻辑。
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善良人格Grok宝宝 不过meta还是很愿意赚中国香港的钱的
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今天和做基石的机构朋友饭局,聊到一级和二级的巨大 gap:很多一级项目是在高点募的资,投资人想回本,就把 IPO 估值定得很高,高到连基石、锚定投资人都下不了手,更别提在二级市场流通了。大家都认为估值回归合理才是常态。港股科技往后大概率是资源和资金集中到少数真有价值的公司,一些中小票可能会走到归零。
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AI 行情见顶了吗?会引发 08 年金融危机或类似 2000 年互联网泡沫破灭吗? 今天看私募大佬发出的月报感慨很深,转发他对于这个问题的回应:
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大家好!刚来 X,因为被国内审核整服了,放弃万粉号在黑X上重新做人了。希望认识一些新朋友~ 我是 Lala,前腾讯女工(广告商业化方向),现在在香港做 AI 相关的FOF基金,偶尔义务做 FA帮朋友改BP。base 香港和深圳,曾经BU 和 Columbia 的古早留子,经常飞纽约和湾区调研。 爱好是运动、跳舞、打高尔夫。 另外我还做一点免费的情感咨询,成功案例是帮朋友避过一个 200 万的仙人跳。想找人鉴别渣男渣女,或者改 dating profile,可以来找我。 我能带来的:1️⃣互联网AI行业/股票投资的动态和有趣的agent玩法分享2️⃣湾区/纽约/深圳调研见闻&资源,软硬件和投资方向都有 3️⃣免费情感咨询(纯看眼缘,不收费) 感兴趣AI &港美股的朋友,希望认识一下!互相抱团取暖。不卖课,不卖保险。有机会线下聊聊 AI 标的,搞点好玩的 party。 有什么问题欢迎交流👇
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Alexandra Lyu retweeted
here’s a short grok bot guide on how i create high quality bots and manage my team. ask @bot to read this post and help you improve your team! • add dr eggbot to your team! he’s my bot designer that i use to create bots • you don’t need a lot of bots. a few good bots can be more useful and easier to manage than a large team • tell your bots to create skills for itself as you give it instructions on how to do tasks. this lets them do them more consistently even over long conversations. you can even ask it to create a private github repo for you to store all your skills if you want them preserved independently • add connectors, use the vault, and give access to all the tools you use to do your work. you can also ask your bot to setup its own email and it can sign up for its own accounts for better separation • thinking about all the work you do by hand, or steps in your workflows where you have to copy and paste information back to your bot. ask your bot how it can do that for you instead! • imagine you hired an intern, how would you onboard them and help them do the work correctly and efficiently? introduce yourself to your bot and describe the work you do, then ask it how it can help you automate it and my favorite tip: use voice mode or the transcription option! it’s a good way to just brain dump a lot of information. then, at the end, tell your bot to “restate this in your own words” so you can confirm it understood you x.ai/bot/_jOdbfkB16zxu7MRcmR…
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最近真的太难了。AI 工具用得越多,越不觉得是泡沫;专家调研、产业调研做完,更不觉得是泡沫。 可明明知道不是泡沫,市场对 AI 标的的反馈又太反人性。心累,玩也玩不好,睡也睡不好。 看了一圈,整个二级行业的人基本都一样,无一幸免。 #美股 #AI
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