---
title: "Stock Live Trading P17: The Most Practical Live Trading - Choice Matters More Than Effort"
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/33041615.md"
description: "I really have no energy to complain about A-shares. The market surged, I'm fully leveraged, but only made a profit of 89, which is 0.08 points—not even enough to cover the transaction fees. What's the point of playing with this 'Myanmar A'? Although it's been a bull market this year, the stocks that have risen the most are micro-cap stocks, clustered stocks, and hot stocks. On the other hand, genuine value investment stocks haven't risen at all—some have even fallen, like China Shenhua, COSCO SHIPPING Energy, and Wuliangye. This has left me, with a portfolio full of value stocks, utterly confused. Who exactly is rising in A-shares? I'm now treating A-shares like a Yu'ebao—waiting for sector rotation and for a big opportunity in U.S. stocks to shift my portfolio there (all at once, though poor risk control could lead to issues...)."
datetime: "2025-08-16T00:58:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/33041615.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/33041615.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/33041615.md)
author: "[股神小顾](https://longbridge.com/zh-HK/profiles/13638348.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/33041615.md) | [简体中文](https://longbridge.com/zh-CN/topics/33041615.md)


# Stock Live Trading P17: The Most Practical Live Trading - Choice Matters More Than Effort

I really have no energy to complain about the A-share market. The index surged, but my leveraged full position only made a profit of 89 yuan, 0.08 points, which isn't even enough to cover the transaction fees. What's the point of this?

Although the Myanmar A-share market has been in a bull market this year, the stocks that have risen the most are micro-cap stocks, clustered stocks, and hot stocks. On the other hand, true value investment stocks haven't risen at all—some have even fallen, like China Shenhua, COSCO SHIPPING Energy, and Wuliangye. This is confusing for me, as my watchlist is full of value stocks. Who is actually making gains?

I'm treating the A-share market like a Yu'ebao (money market fund) now. First, I'm waiting for sector rotation. Second, I'm waiting for a big opportunity in the U.S. stock market to shift my portfolio there (I'll transfer everything at once, but poor risk control could be problematic, so I'm waiting for the right moment).

After complaining about the A-share market, let's talk about the U.S. stock market. Simply put: no shorting, no chasing highs, no buying small-cap stocks, no gambling—this is the survival logic for retail investors.

Sometimes, patience pays off. Often, you can wait for a great stock to crash, like ASML or Eli Lilly. There might only be one such crash in a year, but when it happens, you hesitate and miss the opportunity.

The mindset of being in cash versus being stuck in a losing position is different. If you're in cash, you always want to wait a bit longer. Even if you buy a little, you're quick to sell for a small profit (I bought ASML at 753 and sold at 753, Eli Lilly at 699 and sold at 699, because I subconsciously thought they'd drop again). But when you're stuck in a losing position, you stubbornly wait for it to recover. No wonder Boss says, 'You only hold when you're stuck.'

Take UnitedHealth, for example. Many bought at 230 and sold between 240-250. Those who held until 300 were mostly the ones stuck from the last crash—painful.

Think about it: a piece of gold, even if thrown into a cesspool, will eventually be recognized. As long as the gold hasn't collapsed by then, you'll make money.

So, in the future, I'll set a fake cost price when buying the dip. For example, if I buy ASML at 753, I'll trick myself into thinking I bought it at 803—inflating the cost by 7-8 points. This way, the profit feels richer, and I'll hold longer. After all, why sell gold at the price of a rock? What's the harm in holding longer?

On Friday, my main gains came from UnitedHealth and stablecoin rebounds. Some rental puts expired worthless. Well, next week continues.

In summary: A-shares made 89 yuan, Hong Kong stocks made 19,247 HKD (IB's daily profit isn't accurate).

Total realized profit: A-shares made 1,247 yuan, Hong Kong stocks made 46,084 yuan (U.S. stock principal was double that of A-shares, but profits were nearly 40x—at least 10x more profitable).

  
$Unitedhealth(UNH.US)

### 相關股票

- [WLY (000858.CN)](https://longbridge.com/zh-HK/quote/000858.CN.md)
- [COSCO SHIPPING Energy (600026.CN)](https://longbridge.com/zh-HK/quote/600026.CN.md)
- [COSCO SHIP ENGY (01138.HK)](https://longbridge.com/zh-HK/quote/01138.HK.md)
- [CSEC/China Shenhua (601088.CN)](https://longbridge.com/zh-HK/quote/601088.CN.md)
- [China Shenhua Energy (CSUAY.US)](https://longbridge.com/zh-HK/quote/CSUAY.US.md)
- [CHINA SHENHUA (01088.HK)](https://longbridge.com/zh-HK/quote/01088.HK.md)
- [Unitedhealth (UNH.US)](https://longbridge.com/zh-HK/quote/UNH.US.md)

## 評論 (16)

- **無知2046 · 2025-08-16T20:23:03.000Z**: Newbie, need to learn more
- **新手村咸鱼 · 2025-08-16T10:25:08.000Z**: Guo Yu: I'm laying my cards on the table, no more pretending. 😎
- **ZenithMint · 2025-08-16T06:26:09.000Z**: Bring down the price of m7
- **小韭菜-卢克 · 2025-08-16T06:07:12.000Z**: "Sage Moment" In-depth article
- **雅克迪 · 2025-08-16T06:07:01.000Z**: President Gu is still rich.
- **水菠萝 · 2025-08-16T05:25:31.000Z**: Become a true stock god
- **Jeff蜜桃猫的交易员 · 2025-08-16T04:50:15.000Z · 👍 2**: Guo Yu's circle made a fortune🤣
  - **股神小顾** (2025-08-16T05:48:35.000Z): ...204's position is just recovering, and UNH is the same.
- **优秀的达不刘 · 2025-08-16T04:23:45.000Z**: Guo Yu, mastering deep thinking means you're not far from enlightenment.
- **jim xie · 2025-08-16T04:14:37.000Z**: Impressive, you've already recouped your investment and made a profit.
- **GLORY · 2025-08-16T02:08:53.000Z · 👍 4**: Guo Yu is too low-key, only sharing losses but not showing the gains. 😅
- **Flying Cat · 2025-08-16T01:16:50.000Z · 👍 3**: Recently, the A-share market in Myanmar has been much more profitable than the U.S. stock market 🤣
- **周树人的交易员 · 2025-08-16T01:07:13.000Z · 👍 1**: God, have you considered trying a strategy swap between the two markets? For example, "A" only buys micro-cap stocks, and "US" only buys Mag7.
  - **股神小顾** (2025-08-16T01:23:15.000Z): M7 is too expensive. Can't hold onto the plummeting micro-cap stocks.
- **交易小能手 · 2025-08-16T01:06:53.000Z · 👍 1**: I bought ChunZhong Technology in the A-share market at 26 and sold it at 29 at the end of last year. It later rose to around 64. This year, it dropped to 34, so I bought it again and sold it at 39. Now it's at 116.
  - **Flying Cat** (2025-08-16T02:09:54.000Z): This is the sector leader