老李玩钱
已發布股票排行榜快照
老李玩钱: +109.36% · 64.7% 勝率 · 17 已計價倉位.
每筆紙上倉位百分比報酬率加總；不是組合回報。
2026-01-01 — 2026-10-28
快照儲存於:
快照只涵蓋股票。下方詳細紀錄包含 ETF 等所有已儲存資產類型，因此數字可能不同；持有看法亦可能沒有對應的紙上交易。
頻道完整紀錄
包含股票、ETF 等所有已儲存資產類型，依頻道完整紙上交易帳簿呈現。
老李玩钱 以下是按已儲存價格重算的今年至今數字。紙上倉位報酬率加總 +109.36%，勝率 64.7%，每筆平均 +6.43%，共 17 個標的。加總不是可投資的組合回報。
8
買入
8
增持
0
持有
0
中性
1
減持
0
賣出與看淡
0
已過期
1
本月改口
倉位報酬率加總
+109.36%
各紙上倉位報酬率加總，不是資金加權帳戶報酬
已實現回報
—
已平倉倉位報酬率加總
未實現回報
+109.36%
未平倉倉位報酬率加總
勝率
64.7%
獲利交易
未平倉
16
目前持有
已平倉
0
已完成交易
資產總數
17
曾交易的獨特資產
他們現在怎麼看
每個標的一筆最新看法，並對照此頻道先前影片。
增持
確認
最近一次2026-10-26
Valuation is on the high side, so it's best to wait for a pullback before buying; if after earnings it returns to around the 315 support level, consider adding to the position.
2026-04-23
+27.2%
TSLA
Tesla, Inc.
Roadster/SpaceX tech unveiling reinforces the Tesla-SpaceX merger narrative, which he says is the real driver of Musk faith stocks. Price levels kept at the two previously given buy zones (~352/350); notes 14 past earnings, 9 of which saw the stock fall afterward, and options imply a big move.
增持
確認
最近一次2026-10-19
Roadster/SpaceX tech unveiling reinforces the Tesla-SpaceX merger narrative, which he says is the real driver of Musk faith stocks. Price levels kept at the two previously given buy zones (~352/350); notes 14 past earnings, 9 of which saw the stock fall afterward, and options imply a big move.
2026-04-23
+9.0%
NVDA
NVIDIA Corporation
Speaker calls NVIDIA the leader of semiconductors and of the whole US market: valuation is the lowest among these 5 chip stocks, growth is the strongest, and profitability ranks among the top. Buy/open levels given around 208 and 199; below 200 he will add toward his 180-share target.
增持
確認
最近一次2026-10-19
Speaker calls NVIDIA the leader of semiconductors and of the whole US market: valuation is the lowest among these 5 chip stocks, growth is the strongest, and profitability ranks among the top. Buy/open levels given around 208 and 199; below 200 he will add toward his 180-share target.
2026-02-26
+18.0%
MU
Micron Technology, Inc.
The long-term thesis for the memory sector remains unchanged, and it has the highest priority; as the US-listed memory play it ranks above Samsung/SK Hynix for US investors due to lower volatility. Suggests small opening near the current price and adding in the lower range (~820 area).
買入
新看法
最近一次2026-10-19
The long-term thesis for the memory sector remains unchanged, and it has the highest priority; as the US-listed memory play it ranks above Samsung/SK Hynix for US investors due to lower volatility. Suggests small opening near the current price and adding in the lower range (~820 area).
2026-10-19
+2.4%
AMD
AMD
Solid fundamentals and momentum, market cap approaching one trillion, and it may join the trillion-dollar club in the future; but its valuation is the highest among the 5 chip stocks, and growth is moderate. For those wanting to open: buy small below ~55 and add at the ~45 support.
買入
重開
最近一次2026-10-19
Solid fundamentals and momentum, market cap approaching one trillion, and it may join the trillion-dollar club in the future; but its valuation is the highest among the 5 chip stocks, and growth is moderate. For those wanting to open: buy small below ~55 and add at the ~45 support.
2026-10-19
+3.5%
TSM
Taiwan Semiconductor Manufacturing Company Limited
TSMC will report earnings before the market opens this Thursday. The view is consistent with before and the original judgment is maintained; I have consistently been relatively bullish on this stock. If after the earnings the share price falls to below 435, a small initial position can be considered; near the support level of 405 below, further add to the position to expand it.
買入
新看法
最近一次2026-10-12
TSMC will report earnings before the market opens this Thursday. The view is consistent with before and the original judgment is maintained; I have consistently been relatively bullish on this stock. If after the earnings the share price falls to below 435, a small initial position can be considered; near the support level of 405 below, further add to the position to expand it.
2026-10-12
-1.7%
增持
確認
最近一次2026-10-12
Google will release earnings after the market closes on October 28. For now, follow the previously set price levels: the suggested price levels for opening a position and adding to a position are 335 and 317 respectively.
2026-07-22
-6.3%
增持
確認
最近一次2026-10-12
Amazon is very likely to release earnings after the market closes at the end of October. For now, follow the previously set price levels; the suggested price levels for opening a position and adding to a position are 25 and 23 respectively.
2026-02-10
+22.3%
MCD
MCD
In the past 5 quarters, revenue has grown and net profit has grown; current fiscal year revenue is expected to grow approximately 4.77% year-over-year, and next fiscal year approximately 3.3%; the dividend yield is approximately 3.33% and has increased for 9 consecutive years. It is recommended that at the current price level one may appropriately open a position, buy in batches on dips, and consider adding to the position near the lower support level of $210.
買入
新看法
最近一次2026-10-05
In the past 5 quarters, revenue has grown and net profit has grown; current fiscal year revenue is expected to grow approximately 4.77% year-over-year, and next fiscal year approximately 3.3%; the dividend yield is approximately 3.33% and has increased for 9 consecutive years. It is recommended that at the current price level one may appropriately open a position, buy in batches on dips, and consider adding to the position near the lower support level of $210.
2026-10-05
+7.0%
SOFI
SoFi Technologies, Inc.
Video title explicitly lists SOFI under 'Individual Stock Review and Buy Suggestions'
買入
重開
最近一次2026-08-10
Video title explicitly lists SOFI under 'Individual Stock Review and Buy Suggestions'
2026-08-10
-35.6%
減持
改口
最近一次2026-07-30
The video title mentions 'Meta earnings interpretation', indicating a discussion of the company's results without an explicit directional recommendation in the provided text.
2026-07-30
+4.7%
買入
新看法
最近一次2026-06-05
The video title explicitly lists AVGO alongside 'buy recommendations', implying a directional bullish call to initiate or add to a position.
2026-06-05
-11.1%
顯示 17 / 17 檔 · 持有與中性即使沒有模擬倉位也會留在此看板 · 依最近一次排序 ↓