$GOOGL · Invest with Henry · 2026-11-04
谷歌长期被低估、价格极为便宜。尽管其现有仓位买入价合理却出现亏损，说话者仍选择不卖出做税损收割，并完全准备现在加仓，因为他认为当前阶段确实很便宜；他会在该股票上卖出12月290的备兑看涨期权，其权利金不如可比的Palantir交易有吸引力，因为谷歌的隐含波动率为31，而Palantir为51。
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另外，Google 现在被低估了，在这个视频里我会告诉你为什么。而且从长期来看，我认为 Google 便宜得难以置信。如果你想赚很多钱，也就是说，如果你想既增长肌肉又增长银行存款，那我会说 Google 足以填满你的口袋。
And also, Google is undervalued now, and in this video I'll show you why. And in the long run, I think Google is incredibly cheap. If you want to make a lot of money , that is, if you want to grow both your muscles and your bank balance, then I would say Google is enough to fill your pockets.
不过，我想谈谈 Google，因为我在 Google 上有很大的仓位。我本想收割税损。这是我对我所有客户都会做的事，我会在12月给他们发消息。我说：“嘿，我们通个电话吧。我们讨论一下可以卖什么、可以做哪些调整，或者可以对投资组合做哪些改变。”
因为如果你亏损卖出股票，这对你的税务有帮助。提醒一下，我不是税务顾问，好吗？我只是一个经验很多的人，仅此而已。我没有执照，也没有注册。但没错，我之前在考虑卖出 Google，因为出乎意料的是，我处于亏损状态，尽管我买入 Google 的价格非常好。
所以我在想：“嗯，我该卖掉它吗？”说实话，我决定不卖，因为我太喜欢这只股票了。我真的很喜欢这只股票，而且我认为它很便宜。我认为在当前阶段它真的非常便宜。
However, I want to talk about Google because I have a big position at Google. I wanted to harvest tax losses. This is something I do with all my clients , I give them messages in December.
I say, "Hey, let's have a call. Let's discuss what we can sell, what adjustments we can make, or what changes we can make to the portfolio." Because if you sell stocks at a loss, it helps with your taxes.
And warning, I am not a tax advisor, okay? I'm just a person with a lot of experience. That's all. I am not licensed or registered. But yes, I was thinking about selling Google because surprisingly, I am at a loss even though the price I bought Google for was very good.
So, I'm thinking, "Well, should I sell it?" And honestly, I decided not to sell because I love this stock so much. I really like the stock and I think it's cheap. I think it's really cheap at the current stage.
那么，我今天要拿 Google 怎么办，我是说我在这个视频里为什么要谈 Google？我认为你直接做一个备兑看涨期权就行。你应该做一个备兑看涨期权。现在，备兑看涨期权其实有很大的优势，因为当你卖出一个看跌期权时，你卖出该看跌期权的价格就是你的最高权利金，对吧？
所以，当我在 Palantir 上这么做时，我们拿到了12美元，或者说我每笔交易拿到了12美元。嗯，你在 Palantir 上仍然能拿到12美元。但是，我剪辑这个视频需要一些时间，所以那个价格或权利金可能会变化。
总之，备兑看涨期权的一个优势是你持有股票，所以股票上涨时你就能获利，对吧？所以，就 Palantir 而言，我认为它在200美元时有点被高估了。它已经跌到了一个非常好的价格。我不会说它现在很便宜，但这是一个相当不错的价格。
不过，我对再次持有这些股票并不太兴奋。再说，我不久前才卖出它。已经超过30天了，所以洗售规则对我不适用。所以，已经过去30多天了。总之，我想以165美元或175美元加上权利金的价格买入它。
但就 Google 而言，我现在就准备好买入了。我完全准备好现在买入。比如说，我在哪里可以全额付款？我准备好签字买入了。当然，这是基于我的研究我对 Google 的感受。所以，我同意做一个备兑看涨期权。
所以，我一开始就同意做一个备兑看涨期权。因为我持有大量股票，所以我可以卖出一个备兑看涨期权。那么，我应该卖出哪个备兑看涨期权呢？我打算卖出一个。对我来说，我喜欢月度收入。但现在我们是11月，所以我会选择12月到期的，好吗？
那大约是45天之后，大约6周。所以我会选12月18日前后，比如说我会选290左右，好吗？因为285没有给我们足够的机会。这基本上就是290这么好的原因，对吧？我们持有股票，每股280美元，但从280到290我们有机会额外赚10美元的利润，再加上权利金。
当你卖出一个看跌期权时，你只收到权利金，仅此而已。你拿到权利金，那就是你的最高收入。如你所知，你可以用权利金买任何你想要的东西。这是你账户里的现金，但直到期权到期时处于虚值状态才算实现。
备兑看涨期权的情况有点不同，因为存在获利的机会。要做备兑看涨期权，你需要买入股票。我在做辅导时说：“各位，这叫备兑。”我的一些成员是新手，这没关系。我真的很喜欢新人，因为那是我的热情所在。
我教了很多新人，不是吗？如果你是百万富翁，已经知道自己在做什么，你大概不需要辅导，对吧？我有很多百万富翁学生，但他们在自己的生意中赚了钱，现在他们想投资，想退休，想要一个教练在那里帮助他们，告诉他们什么对什么错，他们想自己学习。
当我看备兑看涨期权时，在课程中间，一些新成员说：“嘿，Henry，我没有股票。”“我现在该怎么办？”“我怎么做备兑看涨期权？”我说：“兄弟，你得买入股票。”“你得先买入股票，然后再做备兑看涨期权，好吗？”
你可能以为我会生气。我没有生气。我很擅长辅导。我不太会生气。我相当有耐心。所以我说：“兄弟，你需要买入股票，然后卖出备兑看涨期权。”这就是它叫备兑看涨期权的原因。不过，你会想买入100股，而且一般来说你不会想在账户里持有零散的股票。
你不会想持有比如125股。你会想持有等于100股倍数的数量。如果你有100股或200股，你可以每100股卖出一个备兑看涨期权。所以，就 Google 而言，如果你有100股，并卖出一个290的备兑看涨期权，比如说，那就是10美元的上行空间和8美元的权利金。
它像 Palantir 那样有吸引力吗？不，不是。我刚开这个期权，你可以看到一开始隐含波动率是31。就 Palantir 而言，隐含波动率是51。这是很大的差别。这真的是很大的差别，不是吗？
你的利润来自隐含波动率，而你已经可以看到，在175时是12美元，在290时是8美元。所以，经济上的问题非常不同。非常、非常不同。
So, what am I going to do about Google today , I mean what am I talking about Google in this video? I think you can just make a covered call. You should make a covered call. Now, covered calls actually have a big advantage because when you sell a put option, the price at which you sell the put option is your maximum premium, right?
So, when I did this with Palantir, we got $12, or I got $12 per deal. Well, you can still get $12 at Palantir. But, it will take me some time to edit this video , so that price or premium may change.
Anyway, one of the advantages of a covered call is that you own the stock , so you profit when the stock goes up , right? So, in the case of Palantir, I think it's a little overvalued at 200.
It has come down to a very good price. I wouldn't say it's cheap now , but it's a fairly good price. However , I'm not too excited about owning the shares again. Besides, I sold it not too long ago.
It's been more than 30 days, so the wash sale rule doesn't apply to me. So, more than 30 days have passed. Anyway, I want to buy it for $165 or $175 plus premium. But in the case of Google, I'm ready to buy it now.
I'm completely ready to buy now. For example, where can I pay in full? I am ready to sign and buy. Of course, that's how I feel about Google based on my research. So, I agree to make a covered call.
So, I agreed to make a covered call at the beginning. Since I own a lot of shares , I can sell a covered call. So, which covered call should I sell ? I am going to sell a faucet.
And for me, I like monthly income. But right now, we're in November, so I'll choose the December expiration , okay? Which is like 45 days away, about 6 weeks. So, I'll go around December 18th, and let's say I'm going around 290, okay?
Because 285 does n't give us enough opportunities. That's basically why the 290 is so good, right? We have shares, $280 per share, but from 280 to 290 we have an opportunity to make an additional $10 profit, plus the premium.
When you sell a put , you only receive the premium. That's all. You get premium, and that's your maximum income. As you know, you can buy whatever you want with premium. This is cash in your account, but it is not realized until the option expires out of the money.
The situation is a little different with covered calls, as there is an opportunity for profit. To make a covered call, you need to buy shares. When I was coaching , I said, "Guys, call it covered."
Some of my members are new, and that's okay. I really like new people because that's my passion. I teach a lot of new people, don't I? If you 're a millionaire and already know what you're doing, you probably don't need coaching, right ?
I have a lot of millionaire students, but they've made money in their businesses and now they want to invest, they want to retire, and they want a coach who will be there to help them, show them what's right and what's wrong , and they want to learn on their own.
And when I looked at the covered call, and in the middle of the session, some new member said, "Hey Henry, I don't have any shares." "What do I do now?" "How do I make a covered call?"
I said, "Bro, you have to buy the shares." "You have to buy the shares first and then make the covered call, okay?" You might think I'll be angry. I am not angry. I am quite good at coaching.
I do n't get angry very much. I am quite patient. So I say, "Dude, you need to buy the shares and then sell the covered calls." That's why it's called a covered call. However, you will want to buy 100 shares and generally you do n't want to have random shares in your account.
You do n't want to hold like 125 shares. You will want to hold a lot equal to 100 shares. If you have 100 or 200 shares, you can sell one covered call for every 100 shares. So, in the case of Google, if you have 100 shares and a covered call at 290, for example, that's a $10 upside and an $8 premium.
Is it as attractive as Palantir? No, it's not. I just opened this option, you can see at the beginning , the implied volatility is 31. In the case of Palunktier, the implied volatility is 51.
This is a big difference. That's a really big difference, isn't it? You get your profit from implied volatility and as you can already see, at 175 it's $12 and at 290 it's $8. So, the economic issue is very different. Very, very different.
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