<p>尽管在 Roaring Kitty 唤醒互联网聊天室中的热门股票后，迷因股狂热有所平息，但这并不意味着这些股票仍没有大量热情的追随者。所谓的 “猿族” 们只是无法再围绕最大的名字再次推动股价上涨。</p>
<p>许多热门迷因股票仍然比三年前 Keith Gill 首次发布帖子时的水平要高。然而，其他股票却在困境中。因此，尽管 <strong>AMC 院线</strong>（纽约证券交易所：<strong>AMC</strong>）自狂欢开始以来上涨了 70%，<strong>黑莓</strong>（纽约证券交易所：<strong>BB</strong>）的价值几乎下跌了四分之一。</p>
<p>由于迷因股票表现存在如此大的差异，这意味着仍有时间在后悔之前退出。以下是三种要出售的热门迷因股票，以保护您的投资组合。</p>
<h2>特朗普媒体与科技集团（DJT）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：T. Schneider / Shutterstock.com</p>
<p>社交媒体平台 <strong>特朗普媒体与科技集团</strong>（纳斯达克：<strong>DJT</strong>）是首批要出售的迷因股票之一。这与政治无关（嗯，其实与政治有关，但稍后再说），而是与业务有关。</p>
<p>特朗普媒体的社交媒体平台 “Truth Social” 是较大竞争对手 Instagram、Facebook 和 <strong>X</strong> 的苍白模仿。<strong>Meta Platforms</strong>（纳斯达克：<strong>META</strong>）拥有数十亿月活跃用户，X 约有 5 亿，而 Truth Social 则没有人知道。它不公布这类数据。公司表示这并不重要，因为它只是刚刚起步，因此将其数字化并不有用。</p>
<p>已知的是流量正在下降。2023 年 4 月至 2024 年 5 月，网站流量同比下降了 39%。毫无疑问，在 7 月特朗普遇刺未遂后，流量再次激增，但这也带来了问题。Truth Social 主要关乎前总统。它的成员大多是他政治观点的信徒。</p>
<p>它将会有股价暴涨的时刻。但由于该平台与他紧密相关，它不太可能超越狭窄的基础。这使得特朗普媒体与科技成为一个主要要出售的迷因股票。</p>
<h2>尼古拉（NKLA）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：VanderWolf Images / Shutterstock.com</p>
<p>电动和氢燃料电池卡车制造商 <strong>尼古拉</strong>（纳斯达克：<strong>NKLA</strong>）的投资者应该尽快退出。该公司在 6 月底进行了 1 比 30 的股票合并，人为提高股价至每股 1.00 美元以上，以避免被摘牌。然而，它无法维持股价。自股票合并以来，股价下跌了 17%，并可能进一步下跌。</p>
<p>授权股份数量从 16 亿降至 10 亿。它拥有如此之多的股份，是因为不断稀释投资者以筹集资本。在第一季度末，尼古拉的流通股份为 13 亿。去年 12 月，它有 8 亿股。在 2021 年，它的股份不到 4 亿。在短短两年多的时间里，它的股份增加了两倍多。</p>
<p>然而，尼古拉正在销售卡车。上个月，它报告称在第二季度批发了 72 辆 8 级氢燃料电池卡车，上半年共计 112 辆。这可能为其带来所需的收入增长，尽管可能并不重要。</p>
<p>尼古拉在 2022 年实现了 4500 万美元的年收入最高纪录。去年下降至 3000 万美元。在第一季度，销售额下降了 26%。它在竞争激烈的领域中有一个狭窄的时间窗口可以立足。特别是在燃料电池领域，<strong>丰田</strong>（纽约证券交易所：<strong>TM</strong>）与 <strong>Paccar</strong>（纳斯达克：<strong>PCAR</strong>）的卡车制造巨头 Kenworth 合作推出氢燃料电池卡车，机会之窗可能会迅速关闭。</p>
<h2>Upstart Holdings（UPST）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：rafapress / Shutterstock.com</p>
<p>最后一个要出售的迷因股票是在线借贷市场 <strong>Upstart Holdings</strong>（纳斯达克：<strong>UPST</strong>）。它利用人工智能为贷款人筛选借款风险。该公司坚称其模型在确定违约风险方面优于人类。然而，贷款市场已经明显收紧。因此，Upstart Holdings 正在自行发起更多贷款，使其业务面临更大的违约风险。</p>
<p>此外，Upstart 提供的贷款没有任何抵押担保，这使得贷款人在违约时几乎无法追索。考虑到所有这类贷款中有 90% 是完全自动化的。这意味着借款人无需上传任何文件，与任何风险经理交谈，申请过程实际上只需几秒钟。因此，Upstart Holdings 承担着重大风险。</p>
<p>UPST 正在经历高于预期的违约率和贷款核销。由于未实现损失和核销，其资产负债表的公允价值调整在本季度激增了 50%。去年从 2960 万美元增长到今年的 4450 万美元。更糟糕的是，优质借款人贷款——那些应该是风险最小的借款人——正在推动逾期和损失。</p>
<p>即使是顶级借款人也有偿还贷款困难的时候，而且 UPST 发现有必要从质量较低的借款人那里发起更多贷款，这使得该公司成为立即出售的一种迷因股票。</p>
<p><em>在本文发布日期，Rich Duprey 没有持有（直接或间接）本文提到的任何证券。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</em></p>
<p><em>在本文发布日期，负责编辑没有持有（直接或间接）本文提到的任何证券。</em></p>
<p>Rich Duprey 已经在过去 20 年里撰写股票和投资方面的文章。他的文章曾出现在 Nasdaq.com、The Motley Fool 和 Yahoo! Finance 上，并且被美国和国际出版物引用，包括 MarketWatch、Financial Times、Forbes、Fast Company、USA Today、Milwaukee Journal Sentinel、Cheddar News、The Boston Globe、L’Express 等众多新闻媒体。</p>
<p>汽车、银行、通讯、消费者自由裁量、电动汽车、金融、媒体、社交媒体</p>
<p>迷因股票</p>

UPST

黑莓

<p>热门的模因股仍然拥有一群热情的追随者，但它们的表现各不相同。尽管 AMC 娱乐股价上涨了 70%，但黑莓的价值几乎下跌了四分之一。特朗普媒体与科技集团、尼古拉和 Upstart Holdings 被认定为应该出售的模因股。特朗普媒体的社交媒体平台增长潜力有限，尼古拉在燃料电池市场面临竞争，而 Upstart Holdings 在紧缩的借贷市场运营。建议出售这些股票以保护投资组合</p>

<p>Although meme stock mania settled down after Roaring Kitty woke the internet chatroom favorites from their slumber, it doesn’t mean these stocks still don’t have a large, passionate following. The so-called apes just haven’t been able to circle the wagons again around the biggest names to drive their shares higher.</p>
<div class="lb-trans"><p>尽管在 Roaring Kitty 唤醒互联网聊天室中的热门股票后，迷因股狂热有所平息，但这并不意味着这些股票仍没有大量热情的追随者。所谓的 “猿族” 们只是无法再围绕最大的名字再次推动股价上涨。</p>
</div><p>Many popular meme stocks still trade at elevated levels compared to where they were before Keith Gill posted in May for the first time in three years. Yet, others are ailing. So despite <strong>AMC Entertainment</strong> (NYSE:<strong>AMC</strong>) being up 70% since the rally began, <strong>BlackBerry</strong> (NYSE:<strong>BB</strong>) has lost nearly a quarter of its value.</p>
<div class="lb-trans"><p>许多热门迷因股票仍然比三年前 Keith Gill 首次发布帖子时的水平要高。然而，其他股票却在困境中。因此，尽管 <strong>AMC 院线</strong>（纽约证券交易所：<strong>AMC</strong>）自狂欢开始以来上涨了 70%，<strong>黑莓</strong>（纽约证券交易所：<strong>BB</strong>）的价值几乎下跌了四分之一。</p>
</div><p>With such wide disparities in meme stock performance, it means there is still time to get out before you regret it. Below are the three top meme stocks to sell if you want to protect your portfolio.</p>
<div class="lb-trans"><p>由于迷因股票表现存在如此大的差异，这意味着仍有时间在后悔之前退出。以下是三种要出售的热门迷因股票，以保护您的投资组合。</p>
</div><h2>Trump Media &amp; Technology Group (DJT)</h2>
<div class="lb-trans"><h2>特朗普媒体与科技集团（DJT）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: T. Schneider / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：T. Schneider / Shutterstock.com</p>
</div><p>Social media platform <strong>Trump Media &amp; Technology Group</strong> (NASDAQ:<strong>DJT</strong>) is one of the first meme stocks to sell. It has nothing to do with politics (well, it has everything to do with it but more on that later) but rather with the business.</p>
<div class="lb-trans"><p>社交媒体平台 <strong>特朗普媒体与科技集团</strong>（纳斯达克：<strong>DJT</strong>）是首批要出售的迷因股票之一。这与政治无关（嗯，其实与政治有关，但稍后再说），而是与业务有关。</p>
</div><p>Trump Media’s social media outlet Truth Social is a pale imitation of much larger rivals Instagram, Facebook and <strong>X</strong>. Where <strong>Meta Platforms</strong> (NASDAQ:<strong>META</strong>) has billions of monthly active users and X around 500 million, Truth Social has…no one knows. It doesn’t publish such data. The company says it is not important because it’s just starting out, so putting a figure to it is not useful.</p>
<div class="lb-trans"><p>特朗普媒体的社交媒体平台 “Truth Social” 是较大竞争对手 Instagram、Facebook 和 <strong>X</strong> 的苍白模仿。<strong>Meta Platforms</strong>（纳斯达克：<strong>META</strong>）拥有数十亿月活跃用户，X 约有 5 亿，而 Truth Social 则没有人知道。它不公布这类数据。公司表示这并不重要，因为它只是刚刚起步，因此将其数字化并不有用。</p>
</div><p>What is known is that traffic is falling. Between April 2023 and May 2024, site traffic plunged 39% year-over-year (YOY). No doubt it spiked again in the aftermath of the attempt on Donald Trump’s life in July, but that brings up the issue. Truth Social is primarily all about the former president. The members it does have are mostly adherents of his politics.</p>
<div class="lb-trans"><p>已知的是流量正在下降。2023 年 4 月至 2024 年 5 月，网站流量同比下降了 39%。毫无疑问，在 7 月特朗普遇刺未遂后，流量再次激增，但这也带来了问题。Truth Social 主要关乎前总统。它的成员大多是他政治观点的信徒。</p>
</div><p>It will have moments when its stock skyrockets. But because the platform is so closely identified with him, it will be unlikely to grow beyond that narrow base. And that makes Trump Media &amp; Technology a prime meme stock to sell.</p>
<div class="lb-trans"><p>它将会有股价暴涨的时刻。但由于该平台与他紧密相关，它不太可能超越狭窄的基础。这使得特朗普媒体与科技成为一个主要要出售的迷因股票。</p>
</div><h2>Nikola (NKLA)</h2>
<div class="lb-trans"><h2>尼古拉（NKLA）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: VanderWolf Images / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：VanderWolf Images / Shutterstock.com</p>
</div><p>Investors in electric and hydrogen fuel cell truck maker <strong>Nikola</strong> (NASDAQ:<strong>NKLA</strong>) should get out now while they still can. The company effected a 1-for-30 reverse stock split at the end of June to artificially boost the share price above $1.00 per share to avoid delisting. It couldn’t hold the price. The stock is down 17% since the reverse split and will likely head lower.</p>
<div class="lb-trans"><p>电动和氢燃料电池卡车制造商 <strong>尼古拉</strong>（纳斯达克：<strong>NKLA</strong>）的投资者应该尽快退出。该公司在 6 月底进行了 1 比 30 的股票合并，人为提高股价至每股 1.00 美元以上，以避免被摘牌。然而，它无法维持股价。自股票合并以来，股价下跌了 17%，并可能进一步下跌。</p>
</div><p>The number of authorized shares fell from 1.6 billion to 1 billion. It has so many shares because it constantly dilutes investors to raise capital. At the end of the first quarter, Nikola had 1.3 billion shares outstanding. Last December it had 800,00 million shares. In 2021, it had less than 400 million shares. In a little over two years, it tripled its share count.</p>
<div class="lb-trans"><p>授权股份数量从 16 亿降至 10 亿。它拥有如此之多的股份，是因为不断稀释投资者以筹集资本。在第一季度末，尼古拉的流通股份为 13 亿。去年 12 月，它有 8 亿股。在 2021 年，它的股份不到 4 亿。在短短两年多的时间里，它的股份增加了两倍多。</p>
</div><p>Yet, Nikola is selling trucks. Last month it reported it wholesaled 72 Class 8 hydrogen fuel cell trucks in Q2 and 112 in the first six months of the year. That may provide it the revenue boost it needs though it might not matter.</p>
<div class="lb-trans"><p>然而，尼古拉正在销售卡车。上个月，它报告称在第二季度批发了 72 辆 8 级氢燃料电池卡车，上半年共计 112 辆。这可能为其带来所需的收入增长，尽管可能并不重要。</p>
</div><p>Nikola had a high-water mark of $45 million in annual revenue in 2022. It fell to $30 million last year. In the first quarter, sales were down 26%. It has a narrow window to gain a foothold before the competition comes rushing in. Especially in fuel-cells, where <strong>Toyota</strong> (NYSE:<strong>TM</strong>) has partnered with <strong>Paccar’s</strong> (NASDAQ:<strong>PCAR</strong>) truck-making giant Kenworth to introduce hydrogen fuel cell trucks, the window of opportunity may rapidly close.</p>
<div class="lb-trans"><p>尼古拉在 2022 年实现了 4500 万美元的年收入最高纪录。去年下降至 3000 万美元。在第一季度，销售额下降了 26%。它在竞争激烈的领域中有一个狭窄的时间窗口可以立足。特别是在燃料电池领域，<strong>丰田</strong>（纽约证券交易所：<strong>TM</strong>）与 <strong>Paccar</strong>（纳斯达克：<strong>PCAR</strong>）的卡车制造巨头 Kenworth 合作推出氢燃料电池卡车，机会之窗可能会迅速关闭。</p>
</div><h2>Upstart Holdings (UPST)</h2>
<div class="lb-trans"><h2>Upstart Holdings（UPST）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: rafapress / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：rafapress / Shutterstock.com</p>
</div><p>The last meme stock to sell is online lending marketplace <strong>Upstart Holdings</strong> (NASDAQ:<strong>UPST</strong>). It uses artificial intelligence to sort out borrowing risks for lenders. The firm maintains that its models are better than humans at determining default risks. Yet, the lending market has tightened considerably. So, Upstart Holdings is originating more loans itself, exposing its business to greater default risk.</p>
<div class="lb-trans"><p>最后一个要出售的迷因股票是在线借贷市场 <strong>Upstart Holdings</strong>（纳斯达克：<strong>UPST</strong>）。它利用人工智能为贷款人筛选借款风险。该公司坚称其模型在确定违约风险方面优于人类。然而，贷款市场已经明显收紧。因此，Upstart Holdings 正在自行发起更多贷款，使其业务面临更大的违约风险。</p>
</div><p>Moreover, Upstart-powered loans are not backed by any collateral, which gives the lender little recourse in the event of a default. Considering 90% of all such loans were fully automated. That means the borrower didn’t have to upload any documents, talk to any risk managers, and applications were completed literally in seconds. Thus, Upstart Holdings carries significant risks.</p>
<div class="lb-trans"><p>此外，Upstart 提供的贷款没有任何抵押担保，这使得贷款人在违约时几乎无法追索。考虑到所有这类贷款中有 90% 是完全自动化的。这意味着借款人无需上传任何文件，与任何风险经理交谈，申请过程实际上只需几秒钟。因此，Upstart Holdings 承担着重大风险。</p>
</div><p>UPST is experiencing higher-than-expected default rates and loan charge-offs. Fair value adjustments to its balance sheet due to unrealized losses and charge-offs soared 50% in the quarter. They grew from $29.6 million last year to over $44.5 million this year. Worse, prime borrower loans — those are supposed to be the best borrowers with the least risk — are driving the delinquencies and losses.</p>
<div class="lb-trans"><p>UPST 正在经历高于预期的违约率和贷款核销。由于未实现损失和核销，其资产负债表的公允价值调整在本季度激增了 50%。去年从 2960 万美元增长到今年的 4450 万美元。更糟糕的是，优质借款人贷款——那些应该是风险最小的借款人——正在推动逾期和损失。</p>
</div><p>When even the top borrowers are having trouble paying their loans, and UPST is finding it necessary to originate more loans from lower quality borrowers, it makes the company one meme stock to sell right away.</p>
<div class="lb-trans"><p>即使是顶级借款人也有偿还贷款困难的时候，而且 UPST 发现有必要从质量较低的借款人那里发起更多贷款，这使得该公司成为立即出售的一种迷因股票。</p>
</div><p><em>On the date of publication, Rich Duprey did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p><em>在本文发布日期，Rich Duprey 没有持有（直接或间接）本文提到的任何证券。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</em></p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p><em>在本文发布日期，负责编辑没有持有（直接或间接）本文提到的任何证券。</em></p>
</div><p>Rich Duprey has written about stocks and investing for the past 20 years. His articles have appeared on Nasdaq.com, The Motley Fool, and Yahoo! Finance, and he has been referenced by U.S. and international publications, including MarketWatch, Financial Times, Forbes, Fast Company, USA Today, Milwaukee Journal Sentinel, Cheddar News, The Boston Globe, L’Express, and numerous other news outlets.</p>
<div class="lb-trans"><p>Rich Duprey 已经在过去 20 年里撰写股票和投资方面的文章。他的文章曾出现在 Nasdaq.com、The Motley Fool 和 Yahoo! Finance 上，并且被美国和国际出版物引用，包括 MarketWatch、Financial Times、Forbes、Fast Company、USA Today、Milwaukee Journal Sentinel、Cheddar News、The Boston Globe、L’Express 等众多新闻媒体。</p>
</div><p>Automotive, Bank, Communications, Consumer Discretionary, Electric Vehicles, Financial, Media, Social Media</p>
<div class="lb-trans"><p>汽车、银行、通讯、消费者自由裁量、电动汽车、金融、媒体、社交媒体</p>
</div><p>Meme Stocks</p>
<div class="lb-trans"><p>迷因股票</p>
</div>

3 Meme Stocks to Sell Before You Regret It

- 特朗普媒体与科技集团（DJT）是首批应该出售的模因股票之一。其社交媒体平台 Truth Social 远不及 Instagram、Facebook 和 X 等竞争对手规模庞大，流量下降 39%。- 尼古拉（NKLA）的股价自股票拆分后下跌 17%，股数不断膨胀，销售额下滑。- 线上借贷市场 Upstart Holdings（UPST）面临较高违约率和贷款核销，存在重大风险。

在后悔之前卖出的 3 只 Meme 股票