范小明：卖掉2倍做多Google品种后，市场就迎来大力度冲击

Group 1 - The article discusses the establishment of a new investment account focused on the U.S. capital market, allowing for direct investments in individual stocks and leveraged derivatives, moving beyond just ETFs tracking the Nasdaq 100 index [1] - The investment philosophy emphasizes confidence in deep research capabilities across sectors like technology, consumer goods, finance, and pharmaceuticals, aiming for opportunities that exceed index performance [1] - The author experienced significant gains in 2025, with a reported cumulative return of 277.5% in the account targeting extraordinary yields, following a series of strategic trades [5] Group 2 - Google’s stock faced a notable decline due to four major misinterpretations regarding its AI products, capital expenditures, legal challenges, and the impact of trade wars on its operations [3] - The author criticized the market's pessimistic interpretation of Google's Q4 2024 earnings report, labeling the sell-off as shortsighted and seizing the opportunity to invest in leveraged products related to Google [4] - Over an eight-month period, investments in a leveraged Google product yielded a return of approximately 51%, contributing to the overall account performance [5] Group 3 - The Nasdaq 100 index experienced significant volatility, with intraday fluctuations reaching -3.49% and futures trading down by -4.35%, indicating ongoing market pressure [11] - The author maintained a consistent investment strategy in a domestic account focused on Nasdaq 100 ETFs, leveraging positions to capitalize on market movements [11] - The article suggests that recent market reactions are influenced by external pressures and speculative bubbles, with expectations of a return to fundamentals in the tech sector [13]