华尔街大举买入和卖出的8支股票！我的看法及操作建议

1
00:00:00,060 --> 00:00:00,420
大家好

2
00:00:00,420 --> 00:00:01,379
我是老李

3
00:00:01,379 --> 00:00:05,379
这几天呢华尔街的13F文件新鲜出炉啊

4
00:00:05,379 --> 00:00:08,220
显示了华尔街的这些投行和机构呢

5
00:00:08,220 --> 00:00:12,029
在一季度他们的一些呃仓位变动啊

6
00:00:12,029 --> 00:00:16,260
他们大举买入或者是加仓了哪些股票啊

7
00:00:16,260 --> 00:00:18,320
或者是呃卖掉啊

8
00:00:18,320 --> 00:00:20,100
减仓了哪些股票啊

9
00:00:20,100 --> 00:00:22,109
都是呃一目了然

10
00:00:22,109 --> 00:00:24,789
这期视频呢我给大家总结出了八支

11
00:00:24,789 --> 00:00:29,539
华尔街呢在一季度大举买入或者是卖出的

12
00:00:29,539 --> 00:00:31,039
一共是八只股票

13
00:00:31,039 --> 00:00:34,369
那这八只股票里呢有六只股票是啊

14
00:00:34,369 --> 00:00:35,590
华尔街投行和机构

15
00:00:35,590 --> 00:00:38,750
他们去大举买入或者是加仓的

16
00:00:38,750 --> 00:00:43,320
然后有两只股票呢是啊大量的进行了卖出

17
00:00:43,320 --> 00:00:46,000
那么我们要不要跟着这些华尔街的大佬

18
00:00:46,000 --> 00:00:49,719
一起去买进或者是卖出这些股票呢

19
00:00:49,719 --> 00:00:53,479
我会给出我的一些观点以及操作上的建议

20
00:00:53,479 --> 00:00:55,219
但是咱说正事之前呢

21
00:00:55,219 --> 00:00:56,539
依照国际惯例

22
00:00:56,539 --> 00:00:58,990
还是先来跟大家量账户

23
00:00:58,990 --> 00:01:01,250
今天美股整体表现一般

24
00:01:01,250 --> 00:01:04,040
三大指数当中道指微绿

25
00:01:04,040 --> 00:01:06,780
纳指跟标普500都是红的

26
00:01:10,530 --> 00:01:15,099
当前的账户总资产呢是31万3000多

27
00:01:15,099 --> 00:01:17,599
根据最新的13F文件显示

28
00:01:17,599 --> 00:01:21,620
华尔街投行和机构大举买入的第一大股票

29
00:01:21,620 --> 00:01:22,840
就是谷歌

30
00:01:22,840 --> 00:01:23,969
Alphabet

31
00:01:23,969 --> 00:01:28,700
alphabet成为了第一季度当之无愧的兵家必争之股

32
00:01:28,700 --> 00:01:31,099
但买方以压倒性优势获胜

33
00:01:31,099 --> 00:01:34,620
最值得注意的推动力量来自伯克希尔哈撒韦啊

34
00:01:34,620 --> 00:01:36,890
如今呢是在格雷格阿贝尔

35
00:01:36,890 --> 00:01:41,039
接棒巴菲特后的这个时代进行投资组合的调整

36
00:01:41,039 --> 00:01:45,218
其对A类股票啊持仓激增逾200%

37
00:01:45,218 --> 00:01:48,310
并建立了谷歌C类的这个股票仓位

38
00:01:48,310 --> 00:01:52,609
还有像bridgewater associates这样的宏观巨头

39
00:01:52,609 --> 00:01:57,700
也在大举增持谷歌木木上机构追踪的这个功能

40
00:01:57,700 --> 00:02:00,280
就可以让我们了解华尔街投行和机构

41
00:02:00,280 --> 00:02:04,870
他们最新的持仓情况和持仓位的变动

42
00:02:04,870 --> 00:02:08,030
比如说你想了解老八的伯克希尔哈撒韦公司

43
00:02:08,030 --> 00:02:10,189
他们最新的这个持仓变动的话

44
00:02:10,189 --> 00:02:11,930
这边呢有一个巴菲特持仓

45
00:02:11,930 --> 00:02:13,060
咱们点进去

46
00:02:13,060 --> 00:02:13,860
在这个位置

47
00:02:13,860 --> 00:02:16,439
我们就可以看到伯克希尔哈撒韦公司

48
00:02:16,439 --> 00:02:19,060
目前最新的前十大啊

49
00:02:19,060 --> 00:02:20,300
这个股票持仓

50
00:02:20,300 --> 00:02:23,139
最近谷歌在伯克希尔哈撒韦公司的

51
00:02:23,139 --> 00:02:25,180
这个仓位呢是明显增大

52
00:02:25,180 --> 00:02:29,360
现在已经是来到了第五大的一个啊持仓

53
00:02:29,360 --> 00:02:32,300
然后在这呢可以看他们最近加仓了什么

54
00:02:32,300 --> 00:02:33,400
减仓了什么

55
00:02:33,400 --> 00:02:34,659
新建仓了什么

56
00:02:34,659 --> 00:02:37,120
或者是清仓了哪些股票

57
00:02:37,120 --> 00:02:38,939
这个功能呢非常的好用

58
00:02:38,939 --> 00:02:41,829
大家呢可以在木木上去试一试

59
00:02:41,829 --> 00:02:44,489
华尔街在一季度大举买入了谷歌

60
00:02:44,489 --> 00:02:47,408
那我们要不要也跟着去买入呢

61
00:02:47,408 --> 00:02:50,439
这边呢我跟大家谈一谈我的一些看法

62
00:02:50,439 --> 00:02:53,039
首先呢大家看华尔街在一季度啊

63
00:02:53,039 --> 00:02:54,719
注意是一季度啊

64
00:02:54,719 --> 00:02:57,810
我方块画出来的这个区间之内啊

65
00:02:57,810 --> 00:03:00,009
他们是买入了谷歌啊

66
00:03:00,009 --> 00:03:02,259
大举买入了谷歌这支股票啊

67
00:03:02,259 --> 00:03:04,580
那具体买的买在哪个点位呢

68
00:03:04,580 --> 00:03:05,259
咱们不知道

69
00:03:05,259 --> 00:03:07,639
但是呢肯定是在这个啊

70
00:03:07,639 --> 00:03:10,400
这个矩形的这个区间范围之内

71
00:03:10,400 --> 00:03:13,120
那现在最近这波谷歌涨起来之后啊

72
00:03:13,120 --> 00:03:15,120
现在股价来到了390多

73
00:03:15,120 --> 00:03:17,599
那他们之前买入的这个谷歌呢

74
00:03:17,599 --> 00:03:19,979
肯定都是获利的筹码

75
00:03:19,979 --> 00:03:22,218
那么在现在这个股价的高位呢

76
00:03:22,218 --> 00:03:26,039
我还是不太建议大家去啊追着买进

77
00:03:26,039 --> 00:03:28,340
哈哈这本身也不是我的一种啊

78
00:03:28,340 --> 00:03:30,199
投资的这个风格跟理念啊

79
00:03:30,199 --> 00:03:33,118
大家知道我是很少几乎不会去啊

80
00:03:33,118 --> 00:03:35,599
呃追高买入的谷歌呢

81
00:03:35,599 --> 00:03:39,300
虽然是一只这个基本面非常好的优质股票

82
00:03:39,300 --> 00:03:40,539
确实是一只好股票

83
00:03:40,539 --> 00:03:42,159
但是呢我觉得咱们呢

84
00:03:42,159 --> 00:03:45,659
呃最好是等一手这个美女回头啊

85
00:03:45,659 --> 00:03:47,360
啊她确实是一位大美女

86
00:03:47,360 --> 00:03:49,580
但是呢我们在美女回头的时候

87
00:03:49,580 --> 00:03:50,800
我们上前去拥抱

88
00:03:50,800 --> 00:03:51,919
那不是更香吗

89
00:03:51,919 --> 00:03:53,360
美女如果说不回头

90
00:03:53,360 --> 00:03:54,360
她一直往前走

91
00:03:54,360 --> 00:03:57,810
你再去追着这种滋味呢也不会太好受

92
00:03:57,810 --> 00:04:01,370
想要开仓买入对谷歌进行布局的这些朋友呢

93
00:04:01,370 --> 00:04:02,509
咱们往下看

94
00:04:02,509 --> 00:04:06,680
看到这条线在353这个价格

95
00:04:06,680 --> 00:04:12,009
因为最近呢整个美股大盘都处在非常高的位置

96
00:04:12,009 --> 00:04:15,830
接下来呢随时有这种回撤的可能性

97
00:04:15,830 --> 00:04:19,000
那么如果美股大盘出现了回撤

98
00:04:19,000 --> 00:04:21,680
那谷歌呢这种像这种大科技科技巨头啊

99
00:04:21,680 --> 00:04:25,288
可能也会跟着啊啊出现一定的这种回调

100
00:04:25,288 --> 00:04:26,889
如果股价出现回调

101
00:04:26,889 --> 00:04:30,668
很可能去回补下面的这一个跳空缺口啊

102
00:04:30,668 --> 00:04:33,000
大家看一个很明显的跳空缺口

103
00:04:33,000 --> 00:04:35,160
所以在跳空缺口的下边缘

104
00:04:35,160 --> 00:04:37,939
353这个位置附近的啊

105
00:04:37,939 --> 00:04:40,620
有想开仓买入进行布局的朋友啊

106
00:04:40,620 --> 00:04:43,220
可以参考这样这个价格点位

107
00:04:43,220 --> 00:04:46,420
谷歌这支股票目前在我整个投资组合当中呢

108
00:04:46,420 --> 00:04:48,259
是第四大仓位啊

109
00:04:48,259 --> 00:04:49,500
在这支股票上

110
00:04:49,500 --> 00:04:52,209
咱们确实啊啊拿到了不少的盈利

111
00:04:52,209 --> 00:04:53,170
在这支股票上

112
00:04:53,170 --> 00:04:57,269
咱们盈利的总金额呢已经是将近1万5000美金

113
00:04:57,269 --> 00:05:01,399
盈利的百分比呢是达到了138%

114
00:05:01,399 --> 00:05:03,459
最近也有一些朋友在问我说

115
00:05:03,459 --> 00:05:07,529
老李这个谷歌这支股票你有没有减仓的打算

116
00:05:07,529 --> 00:05:10,800
如果我们看谷歌当前的估值的话

117
00:05:10,800 --> 00:05:13,220
他现在的TRAVELLINGPEE是30.29

118
00:05:13,220 --> 00:05:15,740
forward pe e呢是28.17

119
00:05:15,740 --> 00:05:17,240
这个前瞻市盈率啊

120
00:05:17,240 --> 00:05:19,509
还在还处在30以下

121
00:05:24,370 --> 00:05:27,490
如果接下来谷歌的股价继续上涨

122
00:05:27,490 --> 00:05:31,029
他的前瞻市盈率一旦超过了30

123
00:05:31,029 --> 00:05:32,649
达到了30以上的话

124
00:05:32,649 --> 00:05:34,670
我就会考虑去减仓

125
00:05:34,670 --> 00:05:36,629
我的这个谷歌

126
00:05:36,629 --> 00:05:37,269
华尔街

127
00:05:37,269 --> 00:05:40,790
在一季度大举买入或者加仓的第二只股票呢

128
00:05:40,790 --> 00:05:42,329
就是亚马逊啊

129
00:05:42,329 --> 00:05:46,410
无论是宏观对冲基金还是成长型对冲基金

130
00:05:46,410 --> 00:05:49,649
亚马逊都稳居共识买入的榜首

131
00:05:49,649 --> 00:05:55,110
david taper的艾普usa management将其持仓几乎翻倍啊

132
00:05:55,110 --> 00:05:57,370
增持幅度超过了98%

133
00:05:57,370 --> 00:06:01,860
同时它啊也是桥水基金等多策略巨头

134
00:06:01,860 --> 00:06:04,319
重点加仓的高确信标的

135
00:06:04,319 --> 00:06:06,360
华尔街一季度买入亚马逊

136
00:06:06,360 --> 00:06:10,519
我把这个时间跨度的范围呢也给大家画出来了

137
00:06:10,519 --> 00:06:12,918
是在这个蓝色的矩形方块之内啊

138
00:06:12,918 --> 00:06:14,418
如果他们买的早啊

139
00:06:14,418 --> 00:06:16,238
买就会相对来说高一些

140
00:06:16,238 --> 00:06:18,329
可能会在啊这样一个位置

141
00:06:18,329 --> 00:06:20,129
如果买的晚一些

142
00:06:20,129 --> 00:06:22,569
在2月份以后进行买入呢

143
00:06:22,569 --> 00:06:24,529
那是确实是抄到了底啊

144
00:06:24,529 --> 00:06:28,410
在这个呃底部低位啊呃进行的买入

145
00:06:28,410 --> 00:06:29,329
不管怎么样啊

146
00:06:29,329 --> 00:06:32,970
现在呃亚马逊这一波呃反弹上涨呢

147
00:06:32,970 --> 00:06:34,250
也是非常的凶猛啊

148
00:06:34,250 --> 00:06:38,670
他们之前一季度买入的这些筹码呢

149
00:06:38,670 --> 00:06:40,680
应该也都是获利筹码

150
00:06:40,680 --> 00:06:42,360
从当年的估值上来看

151
00:06:42,360 --> 00:06:45,680
亚马逊它现在的TRA0PE是32.62啊

152
00:06:45,680 --> 00:06:48,040
forward pe e呢是32.15

153
00:06:48,040 --> 00:06:50,579
这个前瞻市盈率已经超过了我的

154
00:06:50,579 --> 00:06:52,579
这个对科技巨头的这个标准

155
00:06:52,579 --> 00:06:55,529
就是他已经是在30以上了

156
00:06:55,529 --> 00:06:57,230
所以在我这我认为啊

157
00:06:57,230 --> 00:07:01,540
亚马逊当前的估值呢已经是有一点偏高了

158
00:07:01,540 --> 00:07:03,660
想要开仓买入经营布局的朋友

159
00:07:03,660 --> 00:07:04,620
我还是建议啊

160
00:07:04,620 --> 00:07:09,649
等他的这个前瞻市盈率达到30以下的时候

161
00:07:09,649 --> 00:07:11,670
咱们呢再去考虑开仓买入

162
00:07:11,670 --> 00:07:13,009
我跟大家算了一下啊

163
00:07:13,009 --> 00:07:17,269
如果亚马逊的前瞻市盈率是到了30以下

164
00:07:17,269 --> 00:07:20,959
那么它的股价呢就需要回到247以下

165
00:07:20,959 --> 00:07:24,240
也就是说在247以下的时候啊

166
00:07:24,240 --> 00:07:27,540
啊可以考虑去开仓亚马逊这支股票

167
00:07:27,540 --> 00:07:30,759
然后下方跳空缺口的这个下边缘这条线

168
00:07:30,759 --> 00:07:34,369
233是可以考虑去啊进一步加仓

169
00:07:34,369 --> 00:07:36,709
扩大仓位的一个价格点位

170
00:07:36,709 --> 00:07:39,829
华尔街大举买入或加仓的第三只股票呢

171
00:07:39,829 --> 00:07:42,500
就是美光科技MU在一季度

172
00:07:42,500 --> 00:07:45,660
无论是量化科技基金还是主题科技基金

173
00:07:45,660 --> 00:07:47,879
按新增持股比例计算

174
00:07:47,879 --> 00:07:51,439
mu都录得了最高的净流入之一

175
00:07:51,439 --> 00:07:53,000
从股价走势上来看

176
00:07:53,000 --> 00:07:56,279
华尔街这帮人在一季度去买入或者加仓啊

177
00:07:56,279 --> 00:07:59,740
mu啊啊大概范围我跟大家大概一化啊

178
00:07:59,740 --> 00:08:03,199
啊肯定是MU最近涨得这么凶猛啊

179
00:08:03,199 --> 00:08:04,860
肯定是吃到肉啊

180
00:08:04,860 --> 00:08:05,889
喝到汤了

181
00:08:05,889 --> 00:08:07,230
然后最近这几天呢

182
00:08:07,230 --> 00:08:09,490
mu的股价是有所回调啊

183
00:08:09,490 --> 00:08:10,610
这美女回头了

184
00:08:10,610 --> 00:08:12,439
咱有些朋友呢就忍不住了

185
00:08:12,439 --> 00:08:15,360
最近很多朋友在问我说老李MU啊

186
00:08:15,360 --> 00:08:18,660
现在这价格能不能开仓买入了啊

187
00:08:18,660 --> 00:08:20,759
从这个之前的高点啊

188
00:08:20,759 --> 00:08:21,399
800左右

189
00:08:21,399 --> 00:08:24,680
现在回到了今天的680的这个附近

190
00:08:24,680 --> 00:08:27,680
我之前呢跟大家看过MU它的估值

191
00:08:27,680 --> 00:08:29,779
咱们呢再简单来过一下啊

192
00:08:29,779 --> 00:08:32,100
MU从估值上来看啊

193
00:08:32,100 --> 00:08:34,419
其实他现在的估值并不高啊

194
00:08:34,419 --> 00:08:39,090
他的forward pe也就是前瞻市盈率是只有7.60

195
00:08:39,090 --> 00:08:41,889
然后如果看这个pig ratio的话

196
00:08:41,889 --> 00:08:43,649
是只有0.26

197
00:08:43,649 --> 00:08:45,129
最近这一波美女回头

198
00:08:45,129 --> 00:08:48,769
如果是真的忍不住想要上前去拥抱的话

199
00:08:48,769 --> 00:08:51,929
那么在当前这个价位呢也可以去啊

200
00:08:51,929 --> 00:08:53,059
勉强开仓

201
00:08:53,059 --> 00:08:57,340
但是现在这个价格整体来看的话还是处在高位

202
00:08:57,340 --> 00:09:00,620
那么开仓我也只建议呢去开一个小仓位

203
00:09:00,620 --> 00:09:02,269
或者是观察仓

204
00:09:02,269 --> 00:09:03,830
如果更谨慎一些的话

205
00:09:03,830 --> 00:09:07,649
可以等下方20日移动平均线的这个位置

206
00:09:07,649 --> 00:09:10,450
是在616这个价格附近

207
00:09:10,450 --> 00:09:12,350
如果接下来美女继续回头

208
00:09:12,350 --> 00:09:16,279
回到616这个价格啊附近的时候呢

209
00:09:16,279 --> 00:09:17,519
呃再去开仓

210
00:09:17,519 --> 00:09:19,818
这个安全边际呢会更高

211
00:09:19,818 --> 00:09:21,619
如果已经有mu的仓位

212
00:09:21,619 --> 00:09:23,399
想要去进一步加仓的话

213
00:09:23,399 --> 00:09:24,739
也可以参照啊

214
00:09:24,739 --> 00:09:27,399
这条线就是616这个位置呢啊

215
00:09:27,399 --> 00:09:29,940
根据你的呃具体的仓位情况

216
00:09:29,940 --> 00:09:33,789
可以参照这个位置再去进一步的进行加仓

217
00:09:33,789 --> 00:09:38,230
华尔街大举买入和加仓的第四只股票呢就是oracle

218
00:09:38,230 --> 00:09:42,700
甲骨文受多家希望压住云基础设施叙事的大型

219
00:09:42,700 --> 00:09:45,110
多策略资产管理公司的推动

220
00:09:45,110 --> 00:09:48,769
oracle在第一季度出现了大量的增持

221
00:09:48,769 --> 00:09:49,970
今年的一季度

222
00:09:49,970 --> 00:09:51,470
大概就是我画出来的

223
00:09:51,470 --> 00:09:54,730
这样一个时间的跨度范围啊

224
00:09:54,730 --> 00:09:58,590
很多华尔街投行和机构呢对甲骨文这支股票啊

225
00:09:58,590 --> 00:10:01,529
都是进行了买入或者是增持

226
00:10:01,529 --> 00:10:04,490
那老李呢我在今年这个一季度啊

227
00:10:04,490 --> 00:10:06,429
大家看这个成交的打点啊

228
00:10:06,429 --> 00:10:07,950
也是一路买下来

229
00:10:07,950 --> 00:10:12,679
对甲骨文啊这支股票呢进行持续的买入建仓

230
00:10:12,679 --> 00:10:15,600
我目前一共是有40股的甲骨文

231
00:10:15,600 --> 00:10:18,580
甲骨文在我投资组合里的这个仓位呢

232
00:10:18,580 --> 00:10:20,379
还算是比较的小啊

233
00:10:20,379 --> 00:10:22,519
在甲骨文这支股票上呢

234
00:10:22,519 --> 00:10:24,658
咱们啊还行啊

235
00:10:24,658 --> 00:10:27,058
盈利了13%点多

236
00:10:27,058 --> 00:10:31,370
然后我甲骨文的这个平均成本价是164

237
00:10:31,370 --> 00:10:34,750
这支股票如果你想开仓买入进行布局的话

238
00:10:34,750 --> 00:10:37,009
可以参照老李的这个平呃

239
00:10:37,009 --> 00:10:40,960
平均成本价就是在164这个价格附近啊

240
00:10:40,960 --> 00:10:43,799
如果你买在164以下的话

241
00:10:43,799 --> 00:10:47,370
那么在这支股票上呢是可以抄到老李的底裤的

242
00:10:47,370 --> 00:10:50,889
然后由于甲骨文在我整个投资组合里的仓位啊

243
00:10:50,889 --> 00:10:51,870
还非常的小

244
00:10:51,870 --> 00:10:55,750
这只股票呢我还是打算去啊继续加仓的

245
00:10:55,750 --> 00:10:59,590
那么下方的这个啊跳空缺口的下边缘

246
00:10:59,590 --> 00:11:00,950
这个支撑位啊

247
00:11:00,950 --> 00:11:02,549
在155啊

248
00:11:02,549 --> 00:11:04,669
155附近的时候啊

249
00:11:04,669 --> 00:11:07,429
我会考虑再对我的甲骨文股票啊

250
00:11:07,429 --> 00:11:09,109
进行进一步的加仓

251
00:11:09,109 --> 00:11:12,948
但是甲骨文这支股票未来有一个潜在的风险

252
00:11:12,948 --> 00:11:14,908
我得跟大家呢稍微提一下

253
00:11:14,908 --> 00:11:16,328
就是甲骨文这支股票

254
00:11:16,328 --> 00:11:20,600
现在他是跟OpenAI这家公司啊是高度绑定的

255
00:11:20,600 --> 00:11:22,919
因为之前呢在去年的时候啊

256
00:11:22,919 --> 00:11:26,029
不知道大家记不记得跟OpenAI签了一个啊

257
00:11:26,029 --> 00:11:29,929
非常大规模的3000亿的一个合同

258
00:11:29,929 --> 00:11:33,470
也就是说甲骨文在未来的这个股价走势啊

259
00:11:33,470 --> 00:11:37,940
啊有一部分因素要看OpenAI这家公司的发展情况

260
00:11:37,940 --> 00:11:40,000
如果OpenAI发展的好

261
00:11:40,000 --> 00:11:43,720
那么甲骨文呢就会这个股价肯定是会跟着受益

262
00:11:43,720 --> 00:11:45,519
如果啊OpenAI啊

263
00:11:45,519 --> 00:11:47,820
这个挫了凉了这家公司

264
00:11:47,820 --> 00:11:49,720
那么对甲骨文这个股价

265
00:11:49,720 --> 00:11:53,259
可能会再次形成这个打压

266
00:11:53,259 --> 00:11:55,879
所以这支股票我们在布局的同时

267
00:11:55,879 --> 00:11:58,700
也不要把仓位啊搞得太大啊

268
00:11:58,700 --> 00:12:01,059
严格控制一下仓位

269
00:12:01,059 --> 00:12:03,779
华尔街在一季度大举买入或加仓的

270
00:12:03,779 --> 00:12:06,649
第五只股票呢就是博通AVGO

271
00:12:06,649 --> 00:12:10,110
博通被以科技为重点的资产管理机构

272
00:12:10,110 --> 00:12:12,789
成长型ETF如ark invest

273
00:12:12,789 --> 00:12:15,809
以及大型机构资金大举增持

274
00:12:15,809 --> 00:12:16,549
华尔街

275
00:12:16,549 --> 00:12:17,629
买入的区间范围

276
00:12:17,629 --> 00:12:19,710
大概就是在我画出的这个

277
00:12:19,710 --> 00:12:22,299
蓝色的矩形方块之中啊

278
00:12:22,299 --> 00:12:24,320
那很明显可以看出来啊

279
00:12:24,320 --> 00:12:27,419
他们当时是买在了阶段性的底部

280
00:12:27,419 --> 00:12:31,340
拿到现在的话应该是吃到肉喝到汤了

281
00:12:31,340 --> 00:12:33,179
有些朋友最近也在问我

282
00:12:33,179 --> 00:12:38,009
博通这支股票在当前这个位置还能不能去追高

283
00:12:38,009 --> 00:12:41,480
我们首先来看一看它当前的估值情况

284
00:12:41,480 --> 00:12:44,759
博通他现在的TRAVELLINGPEE是83.82

285
00:12:44,759 --> 00:12:47,769
forward pe e呢是38.61

286
00:12:47,769 --> 00:12:51,340
这个估值水平呢已经是有一些偏高了

287
00:12:51,340 --> 00:12:55,080
如果你去对比隔壁半导体芯片界的一哥

288
00:12:55,080 --> 00:12:57,240
也就是英伟达的话啊

289
00:12:57,240 --> 00:12:59,399
咱们看一看英伟达的估值

290
00:12:59,399 --> 00:13:02,879
英伟达当前的TRAILLINGPE呢是43.92

291
00:13:02,879 --> 00:13:06,299
forward pe前瞻市盈率是26.53啊

292
00:13:06,299 --> 00:13:10,330
这个估值水平是要比博通要低不少的

293
00:13:10,330 --> 00:13:12,210
所以在当前股价的高位

294
00:13:16,220 --> 00:13:17,519
那同样是追高啊

295
00:13:17,519 --> 00:13:22,029
我觉得你还不如去追隔壁的这个达哥

296
00:13:22,029 --> 00:13:24,230
咱们说曹操曹操到啊

297
00:13:24,230 --> 00:13:24,750
接下来

298
00:13:24,750 --> 00:13:29,049
华尔街在第一季度买入或加仓的第六只股票

299
00:13:29,049 --> 00:13:30,669
就是英伟达

300
00:13:30,669 --> 00:13:32,870
尽管一些早期成长型投资者

301
00:13:32,870 --> 00:13:37,409
为锁定利润而普遍出于风险管理需要进行减仓

302
00:13:37,409 --> 00:13:39,629
但机构汇总数据显示

303
00:13:39,629 --> 00:13:40,909
在规模更大

304
00:13:40,909 --> 00:13:44,450
受宏观因素影响较重的资金池中

305
00:13:44,450 --> 00:13:48,059
净买入量总体上是十分庞大的

306
00:13:48,059 --> 00:13:49,159
值得注意的是

307
00:13:49,159 --> 00:13:50,460
在5月20号

308
00:13:50,460 --> 00:13:52,779
也就是本周三的盘后啊

309
00:13:52,779 --> 00:13:56,450
英伟达将要发布最新的财报业绩

310
00:13:56,450 --> 00:13:58,450
在过去的三次财报当中

311
00:13:58,450 --> 00:14:00,889
英伟达每一次出财报之后啊

312
00:14:00,889 --> 00:14:03,370
股价都是有所下跌

313
00:14:03,370 --> 00:14:04,450
因为达哥呢

314
00:14:04,450 --> 00:14:08,320
他毕竟是半导体芯片板块的龙头老大

315
00:14:08,320 --> 00:14:10,960
而且他是整个美股里面的

316
00:14:10,960 --> 00:14:12,328
这是一哥啊

317
00:14:12,328 --> 00:14:14,129
呃整个美股里面的龙头老大

318
00:14:14,129 --> 00:14:17,708
所以整个市场对这个英伟达的预期啊

319
00:14:17,708 --> 00:14:19,210
一直是非常的高

320
00:14:19,210 --> 00:14:20,169
就你英伟达

321
00:14:20,169 --> 00:14:20,929
你出财报

322
00:14:20,929 --> 00:14:28,139
必须是各项指标都要这个额达到接近满分

323
00:14:28,139 --> 00:14:30,360
你达到90分可能都不行

324
00:14:30,360 --> 00:14:32,259
呃这个市场可能一样一样

325
00:14:32,259 --> 00:14:34,759
让你的股价下跌必须得达到满分

326
00:14:34,759 --> 00:14:36,759
市场可能才会满意

327
00:14:36,759 --> 00:14:38,739
从目前的期权市场上来看

328
00:14:38,739 --> 00:14:42,198
投资者对本周三盘后英伟达啊

329
00:14:42,198 --> 00:14:44,690
这个这份财报发出之后

330
00:14:44,690 --> 00:14:49,120
这个股价的预期波动率呢为正负7%

331
00:14:49,120 --> 00:14:52,559
我觉得大家呢可以先等一手英伟达啊

332
00:14:52,559 --> 00:14:55,379
后天盘后的这份财报啊

333
00:14:55,379 --> 00:14:59,620
那之前呢我上一次跟大家更新这个英伟达呃

334
00:14:59,620 --> 00:15:01,139
开仓买入的点位的时候

335
00:15:01,139 --> 00:15:03,500
我记得是在190附近啊

336
00:15:03,500 --> 00:15:04,940
但是现在有些朋友说说

337
00:15:04,940 --> 00:15:07,299
现在英伟达220块钱

338
00:15:07,299 --> 00:15:10,840
那还能不能达到老李你说的这个190的啊

339
00:15:10,840 --> 00:15:12,279
开仓的这个位置了

340
00:15:12,279 --> 00:15:16,220
短期之内如果想让股价再回到190的话

341
00:15:16,220 --> 00:15:18,419
可能是有一些难度

342
00:15:18,419 --> 00:15:21,340
因为回到190这个股价需要跌

343
00:15:21,340 --> 00:15:24,990
从现在的这个基础上大概要跌15%左右

344
00:15:24,990 --> 00:15:26,990
所以呢我对这个英伟达啊

345
00:15:28,149 --> 00:15:31,190
建议开仓以及加仓的价格点位呢啊

346
00:15:31,190 --> 00:15:32,990
稍微进行了上调

347
00:15:32,990 --> 00:15:37,440
最先给到大家的开仓以及加仓的价格点位呢

348
00:15:37,440 --> 00:15:40,840
分别是在下方的这两条支撑位

349
00:15:40,840 --> 00:15:43,309
208跟196

350
00:15:43,309 --> 00:15:45,950
想要开仓买入或者是加仓的朋友呢

351
00:15:45,950 --> 00:15:48,600
这两个位置大家呢可以作为参考

352
00:15:48,600 --> 00:15:49,960
以上呢咱们总结了

353
00:15:49,960 --> 00:15:52,399
华尔街在一季度大举买入

354
00:15:52,399 --> 00:15:54,950
或者是加仓的六只股票

355
00:15:54,950 --> 00:15:56,210
那么反过来看

356
00:15:56,210 --> 00:16:00,149
他们在一季度卖出或减仓的股票都有哪些呢

357
00:16:00,149 --> 00:16:02,568
这里面呢主要有两只股票

358
00:16:02,568 --> 00:16:05,460
而且这两只股票啊都是科技巨头

359
00:16:05,460 --> 00:16:07,580
也是咱们所谓的明星股

360
00:16:07,580 --> 00:16:12,220
华尔街显著削减了对少数几只市场宠儿的配置

361
00:16:12,220 --> 00:16:13,789
2026年呃

362
00:16:13,789 --> 00:16:19,639
第一季度最明确最一致的减持对象是微软和meta

363
00:16:19,639 --> 00:16:21,419
他们都遭到了black

364
00:16:21,419 --> 00:16:25,610
rock等大型被动资管机构的一致减仓

365
00:16:25,610 --> 00:16:27,169
从股价走势上来看

366
00:16:27,169 --> 00:16:29,129
微软跟meta这两只股票

367
00:16:29,129 --> 00:16:31,889
在今年啊七大科技巨头当中

368
00:16:31,889 --> 00:16:34,599
他俩的走势也是最弱的

369
00:16:34,599 --> 00:16:35,899
今年年初至今

370
00:16:35,899 --> 00:16:39,639
微软跟meta整体的回报率呢都是负的

371
00:16:39,639 --> 00:16:43,779
华尔街这些投行跟机构在一季度大举卖出

372
00:16:43,779 --> 00:16:44,899
或者是减仓了

373
00:16:44,899 --> 00:16:46,240
微软跟meta

374
00:16:46,240 --> 00:16:50,149
咱们呢我觉得先得来考虑一个问题

375
00:16:50,149 --> 00:16:55,100
就是这个世界上到底是先有鸡还是先有蛋啊

376
00:16:55,100 --> 00:16:57,419
我把这个一季度的时间跨度范围呢

377
00:16:57,419 --> 00:16:58,700
跟大家画出来了

378
00:16:58,700 --> 00:17:01,159
就在这个蓝色的矩形当中

379
00:17:01,159 --> 00:17:06,500
我认为啊呃正是由于在今年的一季度

380
00:17:06,500 --> 00:17:09,759
华尔街呢是大举卖出或者是减仓了

381
00:17:09,759 --> 00:17:11,029
微软这支股票

382
00:17:11,029 --> 00:17:13,509
才导致微软的走势啊

383
00:17:13,509 --> 00:17:17,109
大家看整个在一季度当中的这个股

384
00:17:17,109 --> 00:17:19,999
股价走势是一路下下行啊

385
00:17:19,999 --> 00:17:22,589
这是一直在这个走下坡路

386
00:17:22,589 --> 00:17:23,990
在上一期视频当中

387
00:17:23,990 --> 00:17:27,410
我刚刚对微软这支股票给大家进行了更新

388
00:17:27,410 --> 00:17:29,920
在这儿呢我就不多啰嗦了

389
00:17:29,920 --> 00:17:31,119
整体来说啊

390
00:17:31,119 --> 00:17:36,329
我对微软啊这支股票的这个看法保持不变

391
00:17:36,329 --> 00:17:37,509
长期来看的话

392
00:17:37,509 --> 00:17:38,970
我认为微软的股价

393
00:17:38,970 --> 00:17:42,460
在今后还是能够慢慢涨回来的

394
00:17:42,460 --> 00:17:44,500
想要开仓买入进行布局的话

395
00:17:44,500 --> 00:17:46,180
还是参考我的成本价

396
00:17:46,180 --> 00:17:49,599
我在微软这支股票上的成本价是411啊

397
00:17:49,599 --> 00:17:50,740
411以下

398
00:17:50,740 --> 00:17:53,829
你买入的话可以抄到老李的底裤

399
00:17:53,829 --> 00:17:56,730
我知道咱很多朋友啊喜欢抄老李的底

400
00:17:56,730 --> 00:17:58,410
在微软这支股票最近啊

401
00:17:58,410 --> 00:18:01,710
呃有不少咱的粉丝啊

402
00:18:01,710 --> 00:18:05,000
都在争先恐后的啊去抄老李的底裤

403
00:18:08,299 --> 00:18:09,180
411

404
00:18:09,180 --> 00:18:11,440
然后下方390的这个位置呢

405
00:18:11,440 --> 00:18:13,480
是可以考虑去进一步加仓

406
00:18:13,480 --> 00:18:16,059
扩大仓位的一个价格点位

407
00:18:16,059 --> 00:18:20,119
七大科技巨头的整体估值做一个横向对比的话

408
00:18:20,119 --> 00:18:21,799
现在这七个里面啊

409
00:18:21,799 --> 00:18:24,440
估值最低的应该就是meta

410
00:18:24,440 --> 00:18:26,539
其次就是微软

411
00:18:26,539 --> 00:18:27,500
meta这支股票

412
00:18:27,500 --> 00:18:30,180
我的整体看法啊跟微软差不多

413
00:18:30,180 --> 00:18:32,140
在这些科技巨头当中啊

414
00:18:32,140 --> 00:18:37,429
meta也是被啊严重打压的呃这样一只股票

415
00:18:37,429 --> 00:18:38,909
如果你想要开仓买入

416
00:18:38,909 --> 00:18:41,929
对meta这支股票进行长期布局的话

417
00:18:41,929 --> 00:18:45,229
那么当前这个价格610左右呢啊

418
00:18:45,229 --> 00:18:48,170
就可以考虑入场

419
00:18:48,170 --> 00:18:51,329
然后下方590的这个支撑位

420
00:18:51,329 --> 00:18:55,119
是进一步去加仓的一个价格点位

421
00:18:55,119 --> 00:18:58,279
最近有朋友想看看我的另外一条底裤

422
00:18:58,279 --> 00:19:01,359
这里呢我跟大家毫无保留的亮出来

423
00:19:01,359 --> 00:19:03,200
这个呢就是我的另一个账户啊

424
00:19:03,200 --> 00:19:04,000
在这里面啊

425
00:19:04,000 --> 00:19:07,689
一直是在长期持有meta p LT r

426
00:19:07,689 --> 00:19:11,970
还有亚马逊这个账户是从2023年开始的

427
00:19:11,970 --> 00:19:14,349
一共就买了这三只股票

428
00:19:14,349 --> 00:19:16,230
这三只股票建仓完成之后

429
00:19:16,230 --> 00:19:18,109
一直就是长期持有啊

430
00:19:18,109 --> 00:19:20,949
过程中基本上就没怎么动过

431
00:19:20,949 --> 00:19:21,868
截至目前呢

432
00:19:21,868 --> 00:19:25,000
这个账户差不多是呃3年的时间

433
00:19:25,000 --> 00:19:29,079
咱们的收益率已经达到了189%啊

434
00:19:29,079 --> 00:19:32,400
3年的时间本金翻了将近三倍

435
00:19:32,400 --> 00:19:33,000
好了

436
00:19:33,000 --> 00:19:35,559
今天咱一口气讲了八只股票

437
00:19:35,559 --> 00:19:37,339
我的另外一条底裤呢

438
00:19:37,339 --> 00:19:40,289
也跟大家开诚布公地亮了出来

439
00:19:40,289 --> 00:19:42,990
看在老李的这份诚意上啊

440
00:19:42,990 --> 00:19:47,410
啊求大家给本期视频来波三连点赞

441
00:19:47,410 --> 00:19:49,009
评论加转发

442
00:19:49,009 --> 00:19:52,490
我发现还有很多看我视频的朋友啊

443
00:19:52,490 --> 00:19:54,269
还没有订阅老李的这个频道

444
00:19:54,269 --> 00:19:55,349
还没订阅的朋友

445
00:19:55,349 --> 00:19:58,048
抓紧时间把订阅给点上

446
00:19:58,048 --> 00:20:01,429
今天这期视频咱们讲到了英伟达木木券商

447
00:20:01,429 --> 00:20:02,700
现在在搞活动

448
00:20:02,700 --> 00:20:05,339
免费赠送英伟达的股票

449
00:20:05,339 --> 00:20:07,089
大家千万不要错过

450
00:20:07,089 --> 00:20:07,890
美国用户

451
00:20:07,890 --> 00:20:10,650
现在通过老李的专属邀请链接开户入金

452
00:20:10,650 --> 00:20:15,220
最高可获得价值1000美金的免费英伟达股票

453
00:20:15,220 --> 00:20:15,839
除此之外

454
00:20:15,839 --> 00:20:17,740
你在木木中的闲置资金

455
00:20:17,740 --> 00:20:21,059
可以享受到8.1%的高利息

456
00:20:21,059 --> 00:20:22,240
加拿大粉丝开户

457
00:20:22,240 --> 00:20:25,849
最高可享受4600加元的现金好礼

458
00:20:25,849 --> 00:20:29,420
闲置资金享受高达6%的现金收益

459
00:20:29,420 --> 00:20:31,019
除了美国和加拿大之外

460
00:20:31,019 --> 00:20:32,839
其他各国家和地区开户

461
00:20:32,839 --> 00:20:35,160
木木也有非常丰厚的奖励

462
00:20:35,160 --> 00:20:37,859
具体呢我都放在视频的下方了

463
00:20:37,859 --> 00:20:39,039
心动不如行动

464
00:20:39,039 --> 00:20:41,519
朋友们抓紧时间到视频下方

465
00:20:41,519 --> 00:20:43,420
点击我的专属邀请链接

466
00:20:43,420 --> 00:20:47,640
开户入金领取属于老李粉丝的专属福利

467
00:20:47,640 --> 00:20:49,059
感谢大家的收看

468
00:20:49,059 --> 00:20:51,279
让我们下期再见

共 4 条，按点赞数排序。

采集完成，该视频无弹幕