返回列表

美股 行业景气持续!半导体设备需求激增!ASML财报后如何预期?TSLA自研芯片重大突破!大暴涨!MSFT全球算力扩张!NVDA再度受益!MU如何预期?PLTR

BV11ud4B4Eht · 请不要叫我梁同学
在B站观看
发布时间 -
时长 14分21秒
播放 130
点赞 1
评论 -
弹幕 -

学习笔记

基于字幕生成,时间引用会以小徽标显示。
等待生成结果

资料区

原始字幕、评论和弹幕默认折叠,作为学习核查材料。
原始字幕
1
00:00:05,379 --> 00:00:06,080
大家好

2
00:00:06,080 --> 00:00:08,300
今天是4月15日星期三

3
00:00:08,300 --> 00:00:10,259
我们继续分析美股

4
00:00:10,259 --> 00:00:12,339
本期内容如下

5
00:00:12,339 --> 00:00:14,810
我们先看消息面

6
00:00:16,160 --> 00:00:18,460
半导体设备需求激增

7
00:00:18,460 --> 00:00:21,259
AI基础设施建设浪潮下

8
00:00:21,259 --> 00:00:27,570
全球光刻机巨头阿斯迈尔业绩与展望双双上调

9
00:00:27,570 --> 00:00:30,609
凸显行业高景气

10
00:00:31,750 --> 00:00:34,810
2026年销售展望上调

11
00:00:34,810 --> 00:00:37,469
市场需求远超预期

12
00:00:37,469 --> 00:00:39,189
销售额预期

13
00:00:39,189 --> 00:00:42,890
受AI基础设施支出强力驱动

14
00:00:42,890 --> 00:00:46,710
阿斯迈尔将2026年全年销售预期

15
00:00:46,710 --> 00:00:49,969
从340到390亿欧元

16
00:00:49,969 --> 00:00:53,210
上调至360到400亿欧元

17
00:00:53,210 --> 00:00:55,600
同比增长显著

18
00:00:55,600 --> 00:00:57,219
毛利率稳定

19
00:00:57,219 --> 00:01:02,119
公司预计受益于产品结构优化与规模效应

20
00:01:02,119 --> 00:01:05,480
全年毛利率将稳定在51%

21
00:01:05,480 --> 00:01:08,920
至53%的高位区间

22
00:01:10,560 --> 00:01:13,480
芯片供应持续紧张

23
00:01:13,480 --> 00:01:17,000
产能供不应求成常态

24
00:01:17,280 --> 00:01:19,219
客户产能售罄

25
00:01:19,219 --> 00:01:22,500
存储芯片和先进逻辑芯片

26
00:01:22,500 --> 00:01:26,478
客户2026年的产能已全部售罄

27
00:01:26,478 --> 00:01:31,049
甚至在此之后仍将面临供应限制

28
00:01:31,370 --> 00:01:33,069
加速产能扩张

29
00:01:33,069 --> 00:01:35,230
面对持续的供不应求

30
00:01:35,230 --> 00:01:40,400
客户正加速2026年及以后的产能扩张计划

31
00:01:40,400 --> 00:01:42,359
以抢占市场先机

32
00:01:43,560 --> 00:01:45,469
需求长期高位

33
00:01:45,469 --> 00:01:47,310
阿斯迈尔CEEO预计

34
00:01:47,310 --> 00:01:49,049
在可预见的未来

35
00:01:49,049 --> 00:01:51,759
芯片供应都无法满足需求

36
00:01:51,759 --> 00:01:55,558
市场将长期处于紧张状态

37
00:01:57,840 --> 00:02:00,180
特斯拉自研芯片突破

38
00:02:00,180 --> 00:02:04,239
特斯拉在自动驾驶芯片领域取得关键进展

39
00:02:04,239 --> 00:02:08,990
AI5完成设计并迈向量产

40
00:02:08,990 --> 00:02:12,250
同时规划未来技术路线

41
00:02:14,300 --> 00:02:17,840
AI5芯片完成流片研发阶段

42
00:02:17,840 --> 00:02:19,199
取得里程碑

43
00:02:19,199 --> 00:02:23,270
研发告捷特斯拉CEO马斯克宣布

44
00:02:23,270 --> 00:02:28,439
AI5自动驾驶芯片已完成研发并成功流片

45
00:02:28,439 --> 00:02:32,009
标志着设计蓝图已最终确定

46
00:02:32,009 --> 00:02:35,769
迈向量产这一关键里程碑

47
00:02:35,769 --> 00:02:38,688
使其向大规模量产应用

48
00:02:38,688 --> 00:02:41,389
迈出了坚实且决定性的一步

49
00:02:41,389 --> 00:02:45,710
为后续车辆智能化升级奠定基础

50
00:02:47,419 --> 00:02:49,740
量产规划与未来布局

51
00:02:49,740 --> 00:02:52,460
构建持续领先的技术壁垒

52
00:02:52,460 --> 00:02:54,900
AI5量产计划

53
00:02:54,900 --> 00:02:59,259
该芯片计划于2027年开启大规模量产

54
00:02:59,259 --> 00:03:02,979
届时将取代现有的AI4芯片

55
00:03:02,979 --> 00:03:06,939
成为特斯拉车辆的核心算力单元

56
00:03:07,239 --> 00:03:09,058
后续芯片开发

57
00:03:09,058 --> 00:03:10,878
马斯克同时透露

58
00:03:10,878 --> 00:03:13,120
下一代AI6芯片

59
00:03:13,120 --> 00:03:18,360
即兜轴三芯片也已在紧锣密鼓的开发中

60
00:03:18,360 --> 00:03:23,620
展现了公司持续加速的技术迭代节奏

61
00:03:26,539 --> 00:03:28,919
微软全球算力扩张

62
00:03:28,919 --> 00:03:32,300
为满足爆炸式增长的AI算力需求

63
00:03:32,300 --> 00:03:36,229
微软在全球范围内加速数据中心布局

64
00:03:36,229 --> 00:03:41,189
通过租赁与自建双线并行扩张

65
00:03:43,259 --> 00:03:45,039
租列挪威数据中心

66
00:03:45,039 --> 00:03:47,639
接手OpenAI源项目

67
00:03:47,919 --> 00:03:50,020
接手星门项目

68
00:03:50,020 --> 00:03:55,270
微软租赁了位于挪威纳尔维克的n scale

69
00:03:55,270 --> 00:03:56,789
数据中心园区

70
00:03:56,789 --> 00:04:02,939
该设施原为open i星门项目规划后因故搁置

71
00:04:03,939 --> 00:04:05,770
部署海量GPU

72
00:04:05,770 --> 00:04:09,810
微软将在此部署3万块英伟达GPU

73
00:04:09,810 --> 00:04:13,430
以强化其在欧洲的算力服务能力

74
00:04:13,430 --> 00:04:16,550
满足日益增长的客户需求

75
00:04:18,319 --> 00:04:21,120
扩建怀俄明数据中心

76
00:04:21,120 --> 00:04:22,879
深化本土战略布局

77
00:04:23,879 --> 00:04:25,370
购地扩大布局

78
00:04:25,370 --> 00:04:28,410
微软计划在怀俄明州下沿

79
00:04:28,410 --> 00:04:31,480
购买约3200英亩土地

80
00:04:31,480 --> 00:04:33,699
以扩建其数据中心园区

81
00:04:33,699 --> 00:04:37,649
进一步巩固其在美国本土的算力优势

82
00:04:37,649 --> 00:04:39,250
承担社会责任

83
00:04:39,250 --> 00:04:43,170
公司承诺将直接支付基础设施升级费用

84
00:04:43,170 --> 00:04:45,730
避免提高居民电价

85
00:04:45,730 --> 00:04:51,069
并致力于创造就业机会与扩大税收基础

86
00:04:52,639 --> 00:04:55,019
强化能源与社区合作

87
00:04:55,019 --> 00:04:57,189
追求可持续发展

88
00:04:57,189 --> 00:04:58,910
保障能源供应

89
00:04:58,910 --> 00:05:01,189
为确保数据中心稳定运营

90
00:05:01,189 --> 00:05:05,839
微软已与当地能源公司合作签署长期协议

91
00:05:05,839 --> 00:05:11,439
锁定稳定且具有成本效益的能源供应

92
00:05:11,439 --> 00:05:13,490
平衡资源利用

93
00:05:13,490 --> 00:05:18,529
微软致力于采用先进技术优化能源使用效率

94
00:05:18,529 --> 00:05:20,470
并采取积极措施

95
00:05:20,470 --> 00:05:22,870
尽量减少用水量

96
00:05:22,870 --> 00:05:29,660
力求实现AI算力扩张与资源可持续性的平衡好

97
00:05:29,660 --> 00:05:31,720
我们看一下今天市场的表现

98
00:05:31,720 --> 00:05:36,110
今天纳指继续延续了大幅的上涨态势

99
00:05:36,110 --> 00:05:38,290
今天收涨1.4%左右

100
00:05:38,290 --> 00:05:41,430
魔道市场呢已经基本上要去创新高了哈

101
00:05:41,430 --> 00:05:45,470
那么股指期货左边最高点是2万6000

102
00:05:45,470 --> 00:05:46,329
399

103
00:05:46,329 --> 00:05:50,790
现在是2万6360左右哈

104
00:05:50,790 --> 00:05:52,730
就差一点点了哈

105
00:05:52,730 --> 00:05:55,439
我看到多头极为的强势

106
00:05:55,439 --> 00:05:58,379
我们看一下15分钟图强不强

107
00:05:58,379 --> 00:06:00,779
非常强嗯

108
00:06:01,879 --> 00:06:05,120
好那么这周呢估计要去创新高了哈

109
00:06:05,120 --> 00:06:08,120
把高点突一突往上突破一下

110
00:06:08,279 --> 00:06:08,699
好

111
00:06:08,699 --> 00:06:10,040
这是纳酯

112
00:06:10,040 --> 00:06:12,490
我们简单看一下罗素嗯

113
00:06:12,490 --> 00:06:14,970
楼素也基本接近于左侧最高点了

114
00:06:14,970 --> 00:06:17,410
虽然今天的K线比纳值要小一点

115
00:06:17,410 --> 00:06:19,149
但基本上还是多头哈

116
00:06:19,149 --> 00:06:21,569
我们看一下它的15分钟图

117
00:06:21,850 --> 00:06:23,850
在这里产生了明显的停顿哈

118
00:06:23,850 --> 00:06:24,910
一个横盘

119
00:06:24,910 --> 00:06:28,129
不过空头似乎无意砸盘哈

120
00:06:29,220 --> 00:06:33,060
嗯这周估计要去创新高

121
00:06:33,290 --> 00:06:35,069
今天的道指是微低哈

122
00:06:35,069 --> 00:06:37,129
道指的速度会略慢一些哈

123
00:06:37,129 --> 00:06:39,908
这里不过的空头强吧不强

124
00:06:39,908 --> 00:06:42,709
主要是把中间这根横线对应的阻力区域

125
00:06:42,709 --> 00:06:43,649
给它突上去了

126
00:06:43,649 --> 00:06:46,369
目前是变到了变成了支撑区啊

127
00:06:46,369 --> 00:06:48,668
这种感觉今天属于回踩

128
00:06:48,668 --> 00:06:50,149
空头也无意砸盘

129
00:06:50,149 --> 00:06:52,228
这样的话应该继续做多

130
00:06:52,228 --> 00:06:54,279
我们看一下15分钟图

131
00:06:54,279 --> 00:06:56,079
就是一个简单的停顿哈

132
00:06:56,079 --> 00:06:58,040
这里好

133
00:06:58,040 --> 00:07:01,069
我们以日线为标准就可以了

134
00:07:01,670 --> 00:07:02,569
综合来看

135
00:07:02,569 --> 00:07:05,310
标普今天收涨创出了历史新高哈

136
00:07:05,310 --> 00:07:06,269
啊没想到哈

137
00:07:06,269 --> 00:07:09,610
标普标普最先创了高这个高点啊

138
00:07:09,610 --> 00:07:13,139
已经达到了7064点

139
00:07:13,779 --> 00:07:16,300
看一下他的15分钟的感觉啊

140
00:07:16,300 --> 00:07:21,680
不错非常不错好这是这几个股指

141
00:07:21,680 --> 00:07:23,850
我们简单看一下黄金

142
00:07:23,850 --> 00:07:27,490
今天的黄金呢延续了弱势的震荡的态势

143
00:07:27,490 --> 00:07:28,410
我们看到这片啊

144
00:07:28,410 --> 00:07:30,790
这个日线K线这么多根啊

145
00:07:30,790 --> 00:07:32,019
一直在这里震荡

146
00:07:32,019 --> 00:07:34,060
那主要还是忌惮什么的

147
00:07:34,060 --> 00:07:35,980
忌惮这片这些阴线啊

148
00:07:35,980 --> 00:07:40,279
这些空头的力度给多头带来的额影响啊

149
00:07:40,279 --> 00:07:41,759
那么多头降低了预期哈

150
00:07:41,759 --> 00:07:43,819
所以会一直在这震荡

151
00:07:43,819 --> 00:07:46,949
我们看下15分钟图嗯

152
00:07:46,949 --> 00:07:48,490
有一些震荡的态势

153
00:07:48,490 --> 00:07:50,730
那有一部分交易者已经看到了哈

154
00:07:50,730 --> 00:07:54,430
他有可能是一个反转形态是吧

155
00:07:54,430 --> 00:07:55,870
把这个高点画一画

156
00:07:55,870 --> 00:07:57,930
把这个通道线画一画也可以哈

157
00:07:57,930 --> 00:07:59,930
接下来看一下空头的力度哈

158
00:07:59,930 --> 00:08:02,449
那今天的空投其实并不强势啊

159
00:08:02,449 --> 00:08:04,550
我们再观察一下这片儿的选择

160
00:08:04,550 --> 00:08:06,899
有时候呢也可以继续涨啊

161
00:08:06,899 --> 00:08:07,579
对吧啊

162
00:08:07,579 --> 00:08:08,740
有时候也会继续涨

163
00:08:08,740 --> 00:08:11,240
但有时候呢这种形态也可以反转下来哈

164
00:08:11,240 --> 00:08:13,740
形成新的一条下跌腿

165
00:08:16,980 --> 00:08:19,798
好这是黄金呃

166
00:08:19,798 --> 00:08:21,259
我们的原油

167
00:08:21,259 --> 00:08:24,399
原油目前已经跌到了87块八毛钱啊

168
00:08:24,399 --> 00:08:25,300
这样的话啊

169
00:08:25,300 --> 00:08:27,199
这个局势基本稳定了哈

170
00:08:27,199 --> 00:08:29,620
那我们假设原油继续跌落

171
00:08:29,620 --> 00:08:30,920
下跌的概率更高

172
00:08:30,920 --> 00:08:32,600
嗯好了

173
00:08:32,600 --> 00:08:34,879
那么相关的原油股票都要注意风险啊

174
00:08:36,240 --> 00:08:38,059
好这是这几个

175
00:08:38,059 --> 00:08:41,600
我们回到我们的热力图

176
00:08:41,600 --> 00:08:44,639
那么今天市场整体还是偏涨的

177
00:08:44,639 --> 00:08:48,568
我们的AI或者是半导体相关的都还不错哈

178
00:08:48,568 --> 00:08:50,828
呃然后有一些微跌的哈

179
00:08:50,828 --> 00:08:53,509
微跌的应该都是传统行业比较多

180
00:08:53,509 --> 00:08:56,019
原油相关的啊比较多啊

181
00:08:56,019 --> 00:08:58,759
好我们看下领涨板块是哪些行业

182
00:08:58,759 --> 00:09:00,139
特斯拉相关的

183
00:09:00,139 --> 00:09:02,889
今天有大涨的态势啊

184
00:09:02,889 --> 00:09:04,450
自动驾驶ETF是吧

185
00:09:04,450 --> 00:09:05,570
两倍做多

186
00:09:05,570 --> 00:09:06,909
我们其实很少看这图

187
00:09:06,909 --> 00:09:09,190
我们今天看一眼看一眼

188
00:09:10,309 --> 00:09:12,769
好那这就是特斯拉的图表的感觉哈

189
00:09:12,769 --> 00:09:15,309
哎那么这个图做多看

190
00:09:15,309 --> 00:09:18,149
这里有非常强劲的大阳线啊

191
00:09:18,730 --> 00:09:22,799
唉今天尝试突破了近期的一个下跌趋势线

192
00:09:22,799 --> 00:09:24,659
我们看一下它的15分钟图

193
00:09:24,659 --> 00:09:26,200
这其实就是特斯拉是吧

194
00:09:26,200 --> 00:09:29,408
那只不过是两倍的强是吧

195
00:09:31,129 --> 00:09:32,369
好以日线为标准啊

196
00:09:32,369 --> 00:09:35,710
找机会做多抄底类的好

197
00:09:35,710 --> 00:09:39,110
那么今天的外卖概念DOORDASH和这个优步啊

198
00:09:39,110 --> 00:09:40,690
优步是我们近期跟进的

199
00:09:40,690 --> 00:09:43,109
我们看一眼多多吧

200
00:09:43,109 --> 00:09:44,708
今天是个大阳线啊

201
00:09:44,708 --> 00:09:47,749
来启启动了啊

202
00:09:48,629 --> 00:09:51,070
看下他的15分钟图表嗯

203
00:09:51,070 --> 00:09:52,429
也还还可以啊

204
00:09:52,429 --> 00:09:53,470
直接弄上去啊

205
00:09:53,470 --> 00:09:57,179
空投目前不强啊

206
00:09:57,179 --> 00:09:58,139
还可以哈

207
00:09:58,139 --> 00:10:00,940
日线图还是很漂亮的

208
00:10:02,080 --> 00:10:05,519
呃广告代理这个我们主要是app啊

209
00:10:05,519 --> 00:10:07,210
我们看一下app

210
00:10:07,490 --> 00:10:08,370
可以吧

211
00:10:08,370 --> 00:10:12,710
嗯今天其实这里已经连着四根阳线了哈

212
00:10:12,710 --> 00:10:13,909
今天是周三啊

213
00:10:13,909 --> 00:10:15,769
从上周五开始到现在啊

214
00:10:15,769 --> 00:10:17,609
四个交易日是阳线

215
00:10:17,609 --> 00:10:18,708
应该继续看涨

216
00:10:18,708 --> 00:10:22,408
我看到宏观上也是一个震荡上行的走势走势哈

217
00:10:22,408 --> 00:10:24,249
突破回调止跌止跌止跌

218
00:10:24,249 --> 00:10:27,070
走起来说还能做多吗

219
00:10:27,070 --> 00:10:28,009
当然能了呀

220
00:10:28,009 --> 00:10:30,269
不做多难道做空吗

221
00:10:30,509 --> 00:10:32,950
当每次问到自己能不能做多的时候

222
00:10:32,950 --> 00:10:33,870
就反过来问哈

223
00:10:33,870 --> 00:10:34,669
能不能做空呢

224
00:10:34,669 --> 00:10:35,629
不能不能做空

225
00:10:35,629 --> 00:10:37,860
就只能做多啊

226
00:10:37,860 --> 00:10:40,779
因为现在多头趋势性还是比较强的哈

227
00:10:40,779 --> 00:10:43,039
不是纯震荡行情

228
00:10:43,039 --> 00:10:45,159
但即便是震荡行情内部啊

229
00:10:45,159 --> 00:10:46,559
较宽的震荡行情

230
00:10:46,559 --> 00:10:50,120
也可以问问自己做多还是做空是吧

231
00:10:51,340 --> 00:10:52,539
好这是这个

232
00:10:52,539 --> 00:10:54,179
那么另外就是特斯拉哈

233
00:10:54,179 --> 00:10:55,299
我们再看一眼吧

234
00:10:55,299 --> 00:10:59,450
哎特斯拉跟刚才两倍那个ETF是一样的形态哈

235
00:10:59,450 --> 00:11:01,190
我们看一下15分钟图

236
00:11:01,629 --> 00:11:04,450
一样啊一样好嘞

237
00:11:04,450 --> 00:11:06,820
嗯嗯好

238
00:11:06,820 --> 00:11:07,940
这是这几个领涨的

239
00:11:07,940 --> 00:11:10,620
那么另外就是以太坊储备概念的

240
00:11:10,620 --> 00:11:11,919
我们没有怎么跟进

241
00:11:11,919 --> 00:11:13,159
医药零售

242
00:11:13,159 --> 00:11:14,220
新能源汽车

243
00:11:14,220 --> 00:11:15,470
还是这个哈

244
00:11:15,519 --> 00:11:18,590
然后就是AI应用软件股

245
00:11:18,590 --> 00:11:20,649
这个FASTLY和SD我们之前跟进过

246
00:11:20,649 --> 00:11:22,250
我们今天看一下FASTLY

247
00:11:22,250 --> 00:11:23,809
好久没有看到这个图了

248
00:11:23,809 --> 00:11:27,899
啊啊这个图呢应该还是要进入到牛市哈

249
00:11:27,899 --> 00:11:30,480
这里经过了一个非常明显的熊市

250
00:11:30,480 --> 00:11:33,779
这里呢啊有一个非常明显的拉升

251
00:11:33,779 --> 00:11:37,759
我们把这个阻力区支撑区给他大概画一下啊

252
00:11:37,759 --> 00:11:39,620
那么第一浪很显然已经起来了

253
00:11:39,620 --> 00:11:40,100
对吧

254
00:11:40,100 --> 00:11:43,039
哎接下来看这一浪回撤止跌的情况

255
00:11:44,039 --> 00:11:45,789
不妨画一个下跌趋势线

256
00:11:48,149 --> 00:11:50,399
或许呢在这片就有可能止跌哈

257
00:11:50,399 --> 00:11:51,659
我们再观察一下

258
00:11:51,659 --> 00:11:55,519
我们说这一波下跌腿DOTA回归需要连续的拉升

259
00:11:55,519 --> 00:11:56,960
稍稍小是幅回落

260
00:11:56,960 --> 00:11:59,220
在指定就是更好的点位

261
00:11:59,220 --> 00:12:02,879
要提防进一步震荡下行这种走法哈

262
00:12:03,159 --> 00:12:04,679
好这是FASTLY

263
00:12:05,679 --> 00:12:06,820
我们回到我们的列表

264
00:12:06,820 --> 00:12:08,159
挑几只

265
00:12:09,600 --> 00:12:12,440
我看一下PENTER做啥

266
00:12:12,440 --> 00:12:15,559
做do抄底正当时对吧

267
00:12:15,899 --> 00:12:17,100
好不用多说哈

268
00:12:17,100 --> 00:12:20,779
我们看下博通做啥还是做多

269
00:12:20,779 --> 00:12:21,980
非常强势哈

270
00:12:21,980 --> 00:12:25,330
大阳线我们挑几只

271
00:12:25,330 --> 00:12:27,230
我们看一下英伟达啊

272
00:12:27,230 --> 00:12:30,429
英伟达英伟达今天也是漂亮的阳线啊

273
00:12:30,429 --> 00:12:32,070
那么随着接近高点啊

274
00:12:32,070 --> 00:12:34,629
这里势必会有一些微微的一些小回路哈

275
00:12:34,629 --> 00:12:36,750
比如说今天日线的上影线哈

276
00:12:36,750 --> 00:12:38,460
微微的有一丢丢

277
00:12:38,460 --> 00:12:39,860
按压15分钟诶

278
00:12:39,860 --> 00:12:40,460
有一丢丢

279
00:12:40,460 --> 00:12:42,179
因为微型反转起来了是吧

280
00:12:42,179 --> 00:12:44,190
拉升回落之地

281
00:12:44,190 --> 00:12:44,629
好

282
00:12:44,629 --> 00:12:46,870
日线图上就是一根啊

283
00:12:46,870 --> 00:12:49,450
只有小短的上影线的阳线啊

284
00:12:49,450 --> 00:12:50,950
做多

285
00:12:53,879 --> 00:12:58,600
好我们再看看这个刚才提到的这个阿斯迈尔啊

286
00:12:58,600 --> 00:13:02,580
阿斯迈尔今天啊这个有财报相关的影响是吧

287
00:13:02,580 --> 00:13:03,740
我们刚才看到了

288
00:13:03,740 --> 00:13:06,120
他实际上给了我们对半导体行业

289
00:13:06,120 --> 00:13:09,879
AI行业的一个未来发展的一个预期哈

290
00:13:09,879 --> 00:13:11,860
那就是良好是吧

291
00:13:11,860 --> 00:13:12,840
良好的预期

292
00:13:12,840 --> 00:13:15,429
但是今天它呢主要是摸到阻力区哈

293
00:13:15,429 --> 00:13:18,070
大家看今年虽然有往下砸的意图

294
00:13:18,070 --> 00:13:20,659
但是多头还是愿意把它埋起来

295
00:13:20,659 --> 00:13:21,539
这样的话

296
00:13:21,539 --> 00:13:24,600
整体的多头态势应该是没有彻底的终结哈

297
00:13:24,600 --> 00:13:27,659
所以每次回撤啊都有可能是做多的机会

298
00:13:27,659 --> 00:13:29,610
不要去猜顶

299
00:13:29,850 --> 00:13:31,509
我们看下他的15分钟图是吧

300
00:13:31,509 --> 00:13:33,450
哎财报给你搞一下

301
00:13:33,450 --> 00:13:34,330
然后给你拉起来

302
00:13:34,330 --> 00:13:36,049
你看这么多多头买进去了

303
00:13:37,289 --> 00:13:37,809
做啥呀

304
00:13:37,809 --> 00:13:40,590
做多好

305
00:13:40,590 --> 00:13:42,629
我们看下美光吧

306
00:13:43,379 --> 00:13:45,298
美光跟阿斯迈尔有类似之处啊

307
00:13:45,298 --> 00:13:48,038
都是在上方阻力区附近的一个停顿

308
00:13:48,038 --> 00:13:49,899
是一个小型的洗盘

309
00:13:49,899 --> 00:13:52,059
是一个非常弱势的阴线哈

310
00:13:52,059 --> 00:13:54,629
我们看一下15分钟图表诶

311
00:13:54,629 --> 00:13:55,350
这样的话

312
00:13:55,350 --> 00:13:56,909
我们啊这周啊

313
00:13:56,909 --> 00:13:59,110
或者下周早些时候能突破上去就可以

314
00:13:59,110 --> 00:14:01,710
我们可以接受他这里微微的横盘震荡

315
00:14:01,710 --> 00:14:03,990
洗一下盘也没什么对吧

316
00:14:04,269 --> 00:14:06,929
现在没有看到熊市好

317
00:14:06,929 --> 00:14:09,549
那么市场整体表现还OK哈

318
00:14:09,549 --> 00:14:11,309
最后呢欢迎大家成为会员

319
00:14:11,309 --> 00:14:12,649
看我们的牛股内容

320
00:14:12,649 --> 00:14:14,889
我们昨天的内容在这里

321
00:14:14,889 --> 00:14:16,250
高阶会员在这里

322
00:14:16,250 --> 00:14:18,710
我们稍后呢将录制最新的牛股内容哈

323
00:14:18,710 --> 00:14:19,679
待会儿见
评论

评论采集失败

弹幕

采集完成,该视频无弹幕