· 方法论
所以 $FLY 在这里挺有意思，因为它处于税务亏损收割(tax harvesting)的范围内，毕竟年初至今(YTD)已下跌57%。 我喜欢它，因为它是针对2026年中型起降(medium-lift)市场的布局，并非短期持有标的。 但既然你使用了过多的杠杆(margin)，那么现在进行税务亏损收割，然后在一个月后重新买入(re-rebuy)可能是一个好主意，这样你可以在一个月后以可能相似的成本持有相同头寸，同时降低应税收益(taxable gains)。 是的，正如你所说，在更好的时机进行税务亏损收割比在下跌6.3%后立即操作更好，虽然感觉不太好，但年底(EOY)很难逆着税务亏损收割的潮流而行，我个人在交易像 $SNAP 或 $ETOR 这类股票时也总是低估这一点。
So $FLY is a interesting one here because it's in the tax harvesting lot since it's down 57% YTD. I like it because it's a 2026 play for medium-lift, not exactly a short term hold. But since you're using too much margin, then it might be a good idea to tax harvest now then re-rebuy 1 month later, so you can lower any taxable gains while having the same position 1 month later at possibly similar costs. Yeah as you mentioned better to tax harvest on a better time rather than right after a 6.3% drop, feels bad but it's hard to go against the tax-harvesting flow EOY and I always underestimate it too personally when trading stuff like $SNAP or $ETOR.