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杜王
AI相关从业者
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杜王
杜王
·
12-05
$英伟达(NVDA)$
sell put 一下，现在卖明年的基本能锁定百分之20的回报率，已经是很好了。谷歌和deepseek 两件事看出很多人确实是不太懂AI相关的技术，你和做MLE或者robotics 相关人员聊一聊就知道了
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编组 21备份 2
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杜王
杜王
·
10-31
$好市多(COST)$
买点，商业模式太好了
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679
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1
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杜王
杜王
·
09-24
纪念一下，可能是我交易以来最大的单月涨幅，超过21年了。 七月中旬sell put 阿斯曼，后面到七月底，又加仓了，导致半仓的阿斯曼。八月一买了联合健康，八月底买了阿里和lulu. 要不是lulu 管理层太拉垮，收益还会更高，不过还好，被小仓位的文远抵消了 自从想学习价值投资之后，感觉心态放好了很多，不是一跌就卖，一涨就买，也不用天天关心股价，生活变得美好了
$文远知行(WRD)$
$阿斯麦(ASML)$
$阿里巴巴(BABA)$
$联合健康(UNH)$
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杜王
杜王
·
08-23
$阿里巴巴(BABA)$
$lululemon athletica(LULU)$
看来看去也就这两只能买了，别的买了反正也很难拿住
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杜王
杜王
·
08-12
$艾伦建材(AAON)$
有点意思，买盘很强
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1
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杜王
杜王
·
08-01
$联合健康(UNH)$
开仓
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1
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杜王
杜王
·
07-31
$阿斯麦(ASML)$
这个价格，无脑买。严重低估了。关税已经落地，或者说本来就不可能对ASML加关税，美国自己要建厂，然后加光刻机关税让成本高，不自相矛盾吗。。EUV的monopoly, AI潮刚开始，不可能两三年结束，想想互联网时代持续了多久，未来的科技爆发，自动驾驶，AR VR眼镜，机器人，哪一个不需要芯片？哪一个不需要台积电的工艺，ASML的光刻机？企业的护城河没变，而且CEO下调指引，反而是负责任的表现，比那些糊弄人的玩意强太多
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杜王
杜王
·
07-17
Sell put 加仓不错。关税都是噪音
@价值投资为王：
$阿斯麦(ASML)$ 阿斯麦现在的估值可不高，这次要是砸个坑，必须再买点了
$阿斯麦(ASML)$ 阿斯麦现在的估值可不高，这次要是砸个坑，必须再买点了
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杜王
杜王
·
05-01
能压力让马斯克闭 嘴 就是涨了
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杜王
杜王
·
01-04
又要回到21年的那种状态了吗？谁还记得21年老虎人均股神，没翻倍都不好意思把收益率晒出来😂😂。真正大佬看的是回撤，看的是sharp ratio, 整体的曲线是怎么样的。我买这种热门股，十次里面也肯定有一次是赚很多的
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买点，商业模式太好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494845800133464","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482051460903288,"gmtCreate":1758716810411,"gmtModify":1758720317761,"author":{"id":"3551582423321711","authorId":"3551582423321711","name":"杜王","avatar":"https://static.tigerbbs.com/d5bbc4cbb88817f4bcc48bf85d62088f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551582423321711","idStr":"3551582423321711"},"themes":[],"htmlText":"纪念一下，可能是我交易以来最大的单月涨幅，超过21年了。 七月中旬sell put 阿斯曼，后面到七月底，又加仓了，导致半仓的阿斯曼。八月一买了联合健康，八月底买了阿里和lulu. 要不是lulu 管理层太拉垮，收益还会更高，不过还好，被小仓位的文远抵消了 自从想学习价值投资之后，感觉心态放好了很多，不是一跌就卖，一涨就买，也不用天天关心股价，生活变得美好了 <a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a> ","listText":"纪念一下，可能是我交易以来最大的单月涨幅，超过21年了。 七月中旬sell put 阿斯曼，后面到七月底，又加仓了，导致半仓的阿斯曼。八月一买了联合健康，八月底买了阿里和lulu. 要不是lulu 管理层太拉垮，收益还会更高，不过还好，被小仓位的文远抵消了 自从想学习价值投资之后，感觉心态放好了很多，不是一跌就卖，一涨就买，也不用天天关心股价，生活变得美好了 <a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$ </a> <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$ </a> ","text":"纪念一下，可能是我交易以来最大的单月涨幅，超过21年了。 七月中旬sell put 阿斯曼，后面到七月底，又加仓了，导致半仓的阿斯曼。八月一买了联合健康，八月底买了阿里和lulu. 要不是lulu 管理层太拉垮，收益还会更高，不过还好，被小仓位的文远抵消了 自从想学习价值投资之后，感觉心态放好了很多，不是一跌就卖，一涨就买，也不用天天关心股价，生活变得美好了 $文远知行(WRD)$ $阿斯麦(ASML)$ $阿里巴巴(BABA)$ $联合健康(UNH)$","images":[{"img":"https://static.tigerbbs.com/c1fe54a80d2eb9467dc8db144547c111","width":"1290","height":"2796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/482051460903288","isVote":1,"tweetType":1,"viewCount":3535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":470466560921728,"gmtCreate":1755891348214,"gmtModify":1755891349660,"author":{"id":"3551582423321711","authorId":"3551582423321711","name":"杜王","avatar":"https://static.tigerbbs.com/d5bbc4cbb88817f4bcc48bf85d62088f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551582423321711","idStr":"3551582423321711"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a href=\"https://laohu8.com/S/LULU\">$lululemon athletica(LULU)$ </a> 看来看去也就这两只能买了，别的买了反正也很难拿住","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> <a 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