原文标题： Nancy Pelosi Is Crushing The S&P 500 And These Are Her 3 Best Positions 原文连结：https://tinyurl.com/zdde9c82 发布时间：Sat, October 25, 2025 at 11:32 PM GMT+8 记者署名：Rich Duprey 原文内容： 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. 华伦‧巴菲特或许被视为当代最伟大的投资人，但即使是他，也难以匹敌加州众议员南希 ‧裴洛西（民主党，加州）的投资实力。根据作者同事 Omor Ibne Ehsan 的分析，过去 十年裴洛西的投资总报酬率达 816%，比标普500指数整整高出 559个百分点。 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，「奥马哈先知」巴菲特的波克夏公司（BRK.A／BRK.B）同期总报酬仅 282%。 虽仍优於大盘，但与裴洛西相比，可说毫无悬念。 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 . 当然，裴洛西并非唯一具惊人「市场时机掌握力」的政客。2024年，她的报酬率再次远超 市场，达 70%，而标普500为 25%（巴菲特同年为 25.5%）。然而，在 535 位国会议员中 ，她仅排名第十。 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. 根据追踪政治人物交易的网站 Unusual Whales，2024年表现最佳的是北卡州共和党议员 David Rouzer（149%）、佛州民主党议员 Debbie Wasserman Schultz（142.3%）、以及 奥勒冈州参议员 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. 若投资者想模仿政治人物的投资行为，Unusual Whales 推出了两档 ETF： NANC（民主党政治人物交易ETF），名称取自 Nancy Pelosi； KRUZ（共和党交易ETF），名称取自德州参议员 Ted Cruz。 前者追踪民主党议员持股，後者追踪共和党议员持股。 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. 《华盛顿时报》报导指出，裴洛西的投资组合（表面上由丈夫 Paul Pelosi 管理）具「 先知般时机」。 她在联邦贸易委员会（FTC）对微软发起反垄断调查前，卖出 5,000 股微软； 在司法部起诉 Visa 之前，卖出 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，裴洛西买入 50 份 Tempus AI（AI医疗公司）的看涨期权，履约价为20美元 。几个月後，该公司与阿斯特捷利康签下 2亿美元合约。 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. 该笔投资成本介於 5万至10万美元之间，当时股价约31美元，如今涨至 89.23美元，涨幅 约 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. 据估算，这50份期权现值约 34.7万美元，难怪她被视为政治界投资黄金标准。 So which stocks are doing best for Pelosi in 2025? Below are her three top performers. 那麽，哪些股票在2025年对裴洛西来说表现最佳呢？以下是她最看好的三只股票。 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. 裴洛西同时购入 50 份 Nvidia 看涨期权，履约价80美元，到期日2026年1月16日。自买 入後，股价上涨 41.36%。 她过去几年多次操作Nvidia期权，2023年买入的50份120美元期权，在2024年Nvidia 10拆 1後变成500份期权，最终在股价130-135美元间行使。 Nvidia 目前占其投资组合约 22%，为最大持股。 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. 裴洛西买入20份 Broadcom 看涨期权（履约价800美元，2025年6月到期），仅三周後公司 宣布10拆1。她於一年後行使，当时股价250美元。如今AVGO已达354美元，为她投组第二 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 目前为第五大持股，但2025年表现最佳。分析师目前给出「持有」评级，目标 价82.5美元，意味仍有约7.5%下行风险。 然而部分券商（如 Canaccord Genuity）给出110美元高价预期。公司将於 11月3日 公布 Q3财报，可能成为下一波上涨催化剂。 心得/评论： https://i.urusai.cc/B34oY.JPG 报酬率压倒性领先：Pelosi 十年报酬 816%，远胜所有主要指数与ETF。 市场时机异常精准：多次在调查、并购、拆股前出手，极不寻常。 政治资讯优势争议：她及丈夫多年操作被质疑利用立法或监管资讯。 延伸效应：催生「NANC、KRUZ」ETF，象徵民众尝试「跟着国会买」。 --

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