[新聞] 國會女股神佩洛西投報率完勝S&P500指數
原文標題：
Nancy Pelosi Is Crushing The S&P 500 And These Are Her 3 Best Positions
原文連結：https://tinyurl.com/zdde9c82
發布時間：Sat, October 25, 2025 at 11:32 PM GMT+8
記者署名：Rich Duprey
原文內容：
Warren Buffett may be considered the greatest investor of our time, but even
he can't touch the prowess of California congresswoman Nancy Pelosi (D-CA). As
my colleague Omor Ibne Ehsan recently detailed, over the past decade, Pelosi
has generated a cumulative return of 816% from her investments, beating the S&
P 500 by a whopping 559 percentage points.
華倫‧巴菲特或許被視為當代最偉大的投資人，但即使是他，也難以匹敵加州眾議員南希
‧裴洛西（民主黨，加州）的投資實力。根據作者同事 Omor Ibne Ehsan 的分析，過去
十年裴洛西的投資總報酬率達 816%，比標普500指數整整高出 559個百分點。
In contrast, the poor Oracle of Omaha has only managed a 282% cumulative
return for Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) during that same period
-- better than the benchmark index, but it's no contest: Buffett is no Pelosi
.
相比之下，「奧馬哈先知」巴菲特的波克夏公司（BRK.A／BRK.B）同期總報酬僅 282%。
雖仍優於大盤，但與裴洛西相比，可說毫無懸念。
Of course, Pelosi isn't the only politician with uncanny market timing. In
2024, while the California congresswoman trounced the market again, generating
returns in excess of 70% compared to the S&P 500's 25% — similar to Buffett'
s 25.5% total return — she was a real piker among the 535 members of Congress
.
當然，裴洛西並非唯一具驚人「市場時機掌握力」的政客。2024年，她的報酬率再次遠超
市場，達 70%，而標普500為 25%（巴菲特同年為 25.5%）。然而，在 535 位國會議員中
，她僅排名第十。
According to the site Unusual Whales, which tracks politician trades, Pelosi
was only the 10th best congressional investor last year, far behind Rep. David
Rouzer (R-NC) with returns of 149%, Rep. Debbie Wasserman Schultz (D-FL) at
142.3%, and Sen. Ron Wyden (D-OR) with 123.8% returns.
根據追蹤政治人物交易的網站 Unusual Whales，2024年表現最佳的是北卡州共和黨議員
David Rouzer（149%）、佛州民主黨議員 Debbie Wasserman Schultz（142.3%）、以及
奧勒岡州參議員 Ron Wyden（123.8%）。
If you want to mimic the trades politicians make, Unusual Whales has two
exchange-traded funds (ETF): the Unusual Whales Subversive Democratic Trading
ETF (NYSEARCA:NANC), to track Democrat politician trades and whose ticker
symbol is a cheeky nod to Pelosi, and the Unusual Whales Subversive Republican
Trading ETF (NYSEARCA:KRUZ), which tracks Republican trades. Its ticker is
named after Republican Texas senator Ted Cruz, also known for his frequency
and timing of trades.
若投資者想模仿政治人物的投資行為，Unusual Whales 推出了兩檔 ETF：
NANC（民主黨政治人物交易ETF），名稱取自 Nancy Pelosi；
KRUZ（共和黨交易ETF），名稱取自德州參議員 Ted Cruz。
前者追蹤民主黨議員持股，後者追蹤共和黨議員持股。
This past summer, though, The Washington Times explored the prescient knack
Pelosi has for timing her trades. It detailed how her portfolio -- ostensibly
managed by her husband Paul Pelosi -- sold 5,000 shares of Microsoft (NASDAQ:
MSFT) last year just before the Federal Trade Commission launched an antitrust
investigation into the tech giant. Pelosi also sold 2,000 shares of Visa (
NYSE:V) prior to the Justice Dept. suing the payments processor.
《華盛頓時報》報導指出，裴洛西的投資組合（表面上由丈夫 Paul Pelosi 管理）具「
先知般時機」。
她在聯邦貿易委員會（FTC）對微軟發起反壟斷調查前，賣出 5,000 股微軟；
在司法部起訴 Visa 之前，賣出 2,000 股 Visa。
In January, the congresswoman purchased 50 call options with a strike price of
$20 of a rather small, unknown artificial intelligence-powered healthcare
outfit called Tempus AI (NASDAQ:TEM) -- just months before it signed a $200
million deal with AstraZeneca (NYSE:AZN).
2025年1月，裴洛西買入 50 份 Tempus AI（AI醫療公司）的看漲期權，履約價為20美元
。幾個月後，該公司與阿斯特捷利康簽下 2億美元合約。
The value of her trade was reported as between $50,000 and $100,000. At the
time, TEM was trading at around $31 per share, but the stock has soared since,
and closed on Friday at $89.23 per share -- a sweet 180% gain in nine months.
該筆投資成本介於 5萬至10萬美元之間，當時股價約31美元，如今漲至 89.23美元，漲幅
約 180%。
Based on standard pricing models, it's estimated Pelosi's 50 contracts are
worth approximately $347,200 today. It's easy to see why the California
Democrat is seen as the gold standard of political investors.
據估算，這50份期權現值約 34.7萬美元，難怪她被視為政治界投資黃金標準。
So which stocks are doing best for Pelosi in 2025? Below are her three top
performers.
那麼，哪些股票在2025年對裴洛西來說表現最佳呢？以下是她最看好的三隻股票。
Nvidia (NVDA)
At the same time Pelosi was buying Tempus AI, she also purchased 50 call
options on AI powerhouse Nvidia (NASDAQ:NVDA). The contracts had a strike
price of $80 and an expiration date of Jan. 16, 2026. NVDA stock is up 41.36%
since the trade.
Of course, this hasn't been the only time Pelosi has bought Nvidia. She has
bought and exercised options on the chipmaker numerous times over the past few
years. For example, as Omor detailed, in November 2023, she bought 50 call
options with a $120 strike price that expired Dec. 21, 2024 that became 500
options with a $12 price after NVDA's 10-for-1 stock split in June, 2024. She
exercised those options the day before expiration when the stock was trading
between $130 and $135 per share.
Nvidia still remains the largest position in Pelosi's portfolio, representing
about 22% of the total.
裴洛西同時購入 50 份 Nvidia 看漲期權，履約價80美元，到期日2026年1月16日。自買
入後，股價上漲 41.36%。
她過去幾年多次操作Nvidia期權，2023年買入的50份120美元期權，在2024年Nvidia 10拆
1後變成500份期權，最終在股價130-135美元間行使。
Nvidia 目前占其投資組合約 22%，為最大持股。
Broadcom (AVGO)
In another bit of good fortune, Pelosi bought 20 call options on Broadcom (
NASDAQ:AVGO) with an $800 strike price and an expiry of June 20, 2025, just
three weeks before the AI semiconductor stock had its own 10-for-1 stock split
. She exercised the options a year later when AVGO was trading at $250 a share
.
Today, AVGO trades for more than $354 per share and the stock is Pelosi's
second-largest position, representing 15% of her portfolio.
裴洛西買入20份 Broadcom 看漲期權（履約價800美元，2025年6月到期），僅三週後公司
宣布10拆1。她於一年後行使，當時股價250美元。如今AVGO已達354美元，為她投組第二
大持股（15%）。
Tempus AI (TEM)
Of course, Pelosi's best trade of 2025 so far is Tempus AI, though it only
ranks as the fifth biggest position. Wall Street, though, is cautious about
the healthcare stock after its big run-up this year. Analysts have a consensus
hold rating and an $82.50 per share target price, implying 7.5% downside
potential.
Still, analysts are split on its near-term prospects, with half giving a buy
or better rating. There is also a Street-high $110 per share target that
Canaccord Genuity just reiterated last week. Tempus AI is scheduled to report
third quarter earnings next week on Nov. 3, and it could serve as a catalyst
for its next leg higher.
Tempus AI 目前為第五大持股，但2025年表現最佳。分析師目前給出「持有」評級，目標
價82.5美元，意味仍有約7.5%下行風險。
然而部分券商（如 Canaccord Genuity）給出110美元高價預期。公司將於 11月3日 公布
Q3財報，可能成為下一波上漲催化劑。
心得/評論：
https://i.urusai.cc/B34oY.JPG
報酬率壓倒性領先：Pelosi 十年報酬 816%，遠勝所有主要指數與ETF。
市場時機異常精準：多次在調查、併購、拆股前出手，極不尋常。
政治資訊優勢爭議：她及丈夫多年操作被質疑利用立法或監管資訊。
延伸效應：催生「NANC、KRUZ」ETF，象徵民眾嘗試「跟著國會買」。
--
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1761448122.A.E43.html
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