$XL二南方海力士(07709)$ 先发一下七月实盘的收益图 可以看到7月前两周基本都在亏，那时候每天也没做分享，那段时间账户就拿了一个票$英特尔(INTC)$  ，拿的股票，想着价值投资账户就没管，去享受生活了半个月时间…然后英特尔140+跌到最低80多。 七月中下旬开始陆续清仓英特尔开始本轮财报期权投资，熬了半个月夜。收益比较可观 $特斯拉(TSLA)$  看空期权 $苹果(AAPL)$  看空期权 $亚马逊(AMZN)$  看多期权 可口可乐看多期权以及南方两倍海力士做的不错 海力士和美光期权也还行 美光期权有一点点末日上头，不过也是利润在玩买个反弹。超微电脑做的也不错反正  八月第一周会做一些财报 palantir 闪迪 figma amd 超微电脑 医药的礼来 诺和诺德 还有消费的麦当劳 丰田 迪士尼会根据情况可能做做。 另外再说一下  我只分享我买的 和我卖的 不荐股 不推票 无内幕消息  社会上牛鬼蛇神太多了 未来做公众号也会秉持这一点 只会聊一聊板块 宏观 和自己的买卖交易 买多少买哪个 因为每个人仓位承受能力不一样 自行判断 但是有一点 我买也希望赚 所以也会认真对待 亏我也亏 所以也别喷  大家有个好心态 做一轮八月财报 好运常在！[爱你]  

$PDD 20260731 81.0 PUT$ 卖下put就可以。要我直接买正股我就唔想。怕它久唔久又大失经无神大跌。80左右我先会考虑[贱笑]  

$TLT 20260731 83.0 PUT$ 自动平仓，之后会又个分享话俾人行使要接货。

$20+年以上美国国债ETF-iShares(TLT)$ SP被人行使, 收住息先, 唯有睇位再做SC。

$TLT 20260731 88.0 CALL$ 唔使俾货，自动平仓，唯有继续每月收息。

$TXN 20260731 230.0 PUT$ 唔使接货，自动平仓，期权金袋袋平安。

ARKQ Investment Tracker position change: Decreased position in Iridium by 1,436 shares, the number of shares held decreased 93.49% compared to the previous period and now represents 0.00027% of the total position.

ARKQ Investment Tracker position change: Decreased position in Alphabet by 49 shares, the number of shares held decreased 0.31% compared to the previous period and now represents 0.3% of the total position.

ARKQ Investment Tracker position change: Decreased position in Teledyne by 1,454 shares, the number of shares held decreased 14.49% compared to the previous period and now represents 0.32% of the total position.

ARKQ Investment Tracker position change: Decreased position in Synopsys by 136 shares, the number of shares held decreased 0.31% compared to the previous period and now represents 0.94% of the total position.

ARKQ Investment Tracker position change: Increased position in Kodiak Robotics by 1,168 shares, the number of shares held increased 0.03% compared to the previous period and now represents 0.95% of the total position.

ARKQ Investment Tracker position change: Decreased position in Oklo Inc. by 1,419 shares, the number of shares held decreased 0.31% compared to the previous period and now represents 1.08% of the total position.

ARKQ Investment Tracker position change: Decreased position in BYD Co., Ltd. by 5,153 shares, the number of shares held decreased 0.31% compared to the previous period and now represents 1.14% of the total position.

ARKK Investment Tracker position change: Decreased position in Pacific Biosciences of California by 122,940 shares, the number of shares held decreased 0.95% compared to the previous period and now represents 0.35% of the total position.

ARKK Investment Tracker position change: Cleared position in Figma by 3,126 shares, the number of shares held decreased 100% compared to the previous period and now represents 0% of the total position.

ARKK Investment Tracker position change: Decreased position in Eli Lilly by 270 shares, the number of shares held decreased 0.94% compared to the previous period and now represents 0.61% of the total position.

ARKK Investment Tracker position change: Decreased position in Alphabet by 720 shares, the number of shares held decreased 0.94% compared to the previous period and now represents 0.47% of the total position.

ARKK Investment Tracker position change: Decreased position in Snowflake by 20,205 shares, the number of shares held decreased 14.2% compared to the previous period and now represents 0.67% of the total position.

ARKK Investment Tracker position change: Decreased position in SoFi Technologies Inc. by 21,405 shares, the number of shares held decreased 0.95% compared to the previous period and now represents 0.68% of the total position.