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杜王
AI相关从业者
IP属地：浙江
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杜王
杜王
·
01-23
$特斯拉(TSLA)$
换正股了，安心多了。不然财报来个大的真的受不了。正股拿着等着加仓
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3
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杜王
杜王
·
01-07
$特斯拉(TSLA)$
再也不买call了，本来正股会很舒服，或者sell out 加仓，现在，唉。
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5
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1
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杜王
杜王
·
2025-12-18
$英伟达(NVDA)$
都是一些情绪面的东西，把这个卖了去买啥？买一些比他增长更慢，PE更高的股？
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1
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6
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杜王
杜王
·
2025-12-05
$英伟达(NVDA)$
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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1
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杜王
杜王
·
2025-10-31
$好市多(COST)$
买点，商业模式太好了
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1
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杜王
杜王
·
2025-09-24
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
·
2025-08-23
$阿里巴巴(BABA)$
$lululemon athletica(LULU)$
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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2
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杜王
杜王
·
2025-08-12
$艾伦建材(AAON)$
有点意思，买盘很强
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1,967
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1
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1
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杜王
杜王
·
2025-08-01
$联合健康(UNH)$
开仓
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1
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杜王
杜王
·
2025-07-31
$阿斯麦(ASML)$
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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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 换正股了，安心多了。不然财报来个大的真的受不了。正股拿着等着加仓","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 换正股了，安心多了。不然财报来个大的真的受不了。正股拿着等着加仓","text":"$特斯拉(TSLA)$ 换正股了，安心多了。不然财报来个大的真的受不了。正股拿着等着加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/525154973233240","isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4205162645130852","authorId":"4205162645130852","name":"马拉个币的","avatar":"https://static.tigerbbs.com/65a35fbac6df2b787ca45549f5fec87d","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"4205162645130852","idStr":"4205162645130852"},"content":"干的就是期权干","text":"干的就是期权干","html":"干的就是期权干"},{"author":{"id":"3551582423321711","authorId":"3551582423321711","name":"杜王","avatar":"https://static.tigerbbs.com/d5bbc4cbb88817f4bcc48bf85d62088f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3551582423321711","idStr":"3551582423321711"},"content":"总结教训，不做自己舒适区外的，比如不做期权，sell covered put call 除外","text":"总结教训，不做自己舒适区外的，比如不做期权，sell covered put call 除外","html":"总结教训，不做自己舒适区外的，比如不做期权，sell covered put call 除外"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519016675553304,"gmtCreate":1767742346941,"gmtModify":1767742349266,"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 再也不买call了，本来正股会很舒服，或者sell out 加仓，现在，唉。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 再也不买call了，本来正股会很舒服，或者sell out 加仓，现在，唉。","text":"$特斯拉(TSLA)$ 再也不买call了，本来正股会很舒服，或者sell out 加仓，现在，唉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/519016675553304","isVote":1,"tweetType":1,"viewCount":1376,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099470509812690","authorId":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"4099470509812690","idStr":"4099470509812690"},"content":"没有丰富的期权知识储备很难做特斯拉的期权。","text":"没有丰富的期权知识储备很难做特斯拉的期权。","html":"没有丰富的期权知识储备很难做特斯拉的期权。"},{"author":{"id":"4095221978421840","authorId":"4095221978421840","name":"VIX模式","avatar":"https://static.tigerbbs.com/c0d8923140f63caec1e5b06a7ad3ddfb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4095221978421840","idStr":"4095221978421840"},"content":"怎么样了？过程是怎么样的","text":"怎么样了？过程是怎么样的","html":"怎么样了？过程是怎么样的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511837075775952,"gmtCreate":1765987270536,"gmtModify":1765987272622,"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 都是一些情绪面的东西，把这个卖了去买啥？买一些比他增长更慢，PE更高的股？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 都是一些情绪面的东西，把这个卖了去买啥？买一些比他增长更慢，PE更高的股？","text":"$英伟达(NVDA)$ 都是一些情绪面的东西，把这个卖了去买啥？买一些比他增长更慢，PE更高的股？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511837075775952","isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"content":"护城河极深，去除噪声，抄底！","text":"护城河极深，去除噪声，抄底！","html":"护城河极深，去除噪声，抄底！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507227932029920,"gmtCreate":1764865620818,"gmtModify":1764865623213,"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 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","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 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","text":"$英伟达(NVDA)$ 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 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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":1554,"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 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