纪念一下，可能是我交_老虎社区_美港股上老虎

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

$文远知行(WRD)$ $阿斯麦(ASML)$ $阿里巴巴(BABA)$ $联合健康(UNH)$

修改于 2025-09-24 21:18

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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