【Financial Education】一天亏12.1万美元，我把它清仓了

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各位，正式宣布了

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纳斯达克目前从历史高点下跌超过10%

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正好回落到

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万圣节

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我们一直在等待这一刻

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现在终于来了

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纳斯达克从历史高点下跌刚过11%

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在此时此刻

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查看公开账户

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哦宝贝

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这就是所谓的挨打且狠狠挨打

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在公开账户中亏损121000美元

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今天简直惨不忍睹

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煎饼

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我甚至觉得它们已经不存在了

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在此时此刻

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它们已经被烧焦了

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看看这些大幅下跌

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我这边Meta下跌近8%

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下跌47000美元

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看看AMD

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今天被重创了

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下跌42000美元

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食品股每天都被重创

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这倒是个好事

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这只是小额持仓

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但这类股票总是会被重创

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 Palin的泪水几乎夺眶而出

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这只下跌近5%

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雅诗兰黛下跌4.5%

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目前下跌超4%

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Elf下跌4%

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谷歌麦当劳

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这曾是几个月前的强势股

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看看现在又下跌3%

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唯一的好消息是这些股票长期有大幅收益

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除了EL和Fubo

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但被重创时确实很痛

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就像那个人

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简直惨绝人寰

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看看VIX指数

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女士们先生们

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VIX年内上涨85%

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这变化令人震惊

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让VIX重现辉煌

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哦

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它重现辉煌了

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天啊

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为了对比现状

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像多么疯狂的操作啊

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这是为今年的vix走势开局

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看看原油，原油应该是今年涨幅最大的品种

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它最受关注

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显然已经疯狂了

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那个

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你知道的

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原油今年基本上涨了63%

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而vix甚至超越了原油

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难以置信

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唯一表现不错的其他品种之一

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是 tsl z

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这是两倍做空特斯拉股票

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今年迄今涨幅约40%

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这是我目前运作良好的少数投资之一

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在2026年这里

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今天视频中将探讨的三大核心主题

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首先是市场是否已崩盘

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就像年轻人常说的

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好的

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可能有些年轻人在看这个视频

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我的大部分观众是

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我估计在30到50岁之间

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但也有年轻人在观看

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他们说

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市场是否崩盘了

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我们是不是已经崩盘了

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市场不断触及新低新低或新低

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每次反弹后

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猜猜接下来会发生什么

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又会大幅回落

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或者市场是否已崩盘

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我们将在视频开头讨论这一点

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第二个主题

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我清仓了某个仓位

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今天全部卖出

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我们在谈论什么

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这个仓位是什么

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为什么我决定这么做

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第三个主题

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今天将探讨的内容

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今天买入的所有股票

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有很多股票，我们将分享具体买入价

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我以什么价格买入

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为什么买入这些优质资产

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我只有一件事请求大家

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希望你能做到

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希望你能做到

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我只需要你点个赞

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这就是我需要的

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另外请务必订阅我们的频道

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我们现在已经有九十二万两千多名订阅者

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但你们也知道我们可能现在在这个市场赚不到钱

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至少我们彼此在身边对吧

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至少我们彼此在身边

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你们知道市场到底有多糟糕

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还是说市场正在飙升

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我会一直陪在你们身边

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如果市场像袋鼠一样跳动 我也会陪在你们身边

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继续发视频直到我退休为止

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我打算退出做这些事了

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但谁知道呢

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也许我会继续做下去

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我八十岁的时候

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有朝一日九十岁

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我曾富甲一方 风华正茂

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而2026年市场曾发生过疯狂的事

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当时你错过了对吧

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不过

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我会持续更新你们

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这里发生的一切动态

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4月1日即将迎来大促

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这就是这个

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呃

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下周愚人节

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不会是千乘X的全价销售

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我们推出五折优惠

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常规月度会员套餐

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涵盖整个软件套件

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我日常使用的全部工具

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我来帮你们

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现在正是入手的好时机

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我这就为你们准备优惠

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现在

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有些人可能会说

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等牛市再来加入千乘X

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不

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你将会

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现在正是加入千乘X的时机

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无论市场处于极度狂热

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还是极度低迷

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这才是加入这类软件的最佳时机

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而不是等到市场

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一切平稳运行时

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或类似情况时 因为请听好

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市场中最好的机会

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往往出现在极度低迷时期

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你需要不断测算

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这些公司未来几年可能的发展方向

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否则

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呃

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你会最终陷入股票市场

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你会浪费大量资本

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我们就这么说吧

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因为每次从熊市转入牛市时

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有些股票会暴涨数百倍

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甚至数千倍

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这些就是你投资组合的变革者

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所以一定要加入千倍计划

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你也以为我要打五折促销

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千倍计划的专属优惠

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在下一轮牛市中

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不不

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当我们处于牛市时

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人们会踊跃加入各类产品

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我现在给你一个优惠

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你还能获得优先资格

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无需担心后续调整

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持续上涨没错，另外

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我是千倍计划的全权财务支持者

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今年将投入数十万美元

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开发大量新功能

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无论牛市熊市

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因为我作为支持者

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每年都会投入巨额资金

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我们持续提升千倍计划

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你们看我们接下来六个月的项目简直疯狂

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总之抓住这次促销

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那个置顶评论就在那里

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我们可以发送邮件通知

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或通过短信发送

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好的

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好的

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注意听

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女士们先生们

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谈谈如果市场已崩盘

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好的

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天啊

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投资者们

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投资者已失去对大机构的信任

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此刻他们完全失去信心

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说到大机构

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我在说什么呢

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有几个大机构可以依赖

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没错你知道的

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推动市场不断攀升

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我必须坦白告诉你们

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我们已失去所有催化剂大机构

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此刻正是如此

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好的

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这一切始于美联储

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股市总是极度关注美联储对吧

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美联储接下来会怎么做

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他们的下一步动作是什么

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这会是正确的方向

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六个月后他们会采取什么行动

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这些种种情况对吧

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现在听好了

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基本上投资者进入今年

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人们预期美联储今年会大幅降息

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没错

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所有降息基本已无可能

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现在现在

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华尔街基金

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普通投资者

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他们不预期近期会有降息

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所有关于即将降息的兴奋

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他们要在那里降息

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这基本已经结束

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在此时此刻

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不仅情况恶化至此

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但因为大宗商品指数大幅上涨

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这是上次的商品篮子

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我已核实

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今年以来已上涨约3.7%

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或类似离谱的数字

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因为油价大幅上涨

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这会传导到整体CPI和PPI

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最终可能发生什么

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这里利率

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加息现在成为可能

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现在

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人们开始讨论

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哦

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美联储可能在年中或下半年加息

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这让人

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非常恐慌

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因为人们觉得经济不够强劲

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此时难以承受加息

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人们说你看2022年股市暴跌

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当时正值新冠刺激政策后

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所以当加息预期被排除时

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收益率开始上升

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人们开始说

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我直接投资国债

245
00:07:41,160 --> 00:07:43,459
甚至不考虑入市

246
00:07:43,459 --> 00:07:43,800
没错

247
00:07:43,800 --> 00:07:46,619
当加息成为可能时

248
00:07:46,619 --> 00:07:49,050
人们彻底慌了

249
00:07:49,050 --> 00:07:50,550
他们极度担忧

250
00:07:50,550 --> 00:07:51,910
他们压力非常大

251
00:07:51,910 --> 00:07:53,610
这就是我们目前的处境

252
00:07:53,610 --> 00:07:56,439
所以美联储官员感觉美联储不再支持他们

253
00:07:56,439 --> 00:07:57,120
当我提到人们时

254
00:07:57,120 --> 00:07:59,019
我指的是投资者和华尔街

255
00:07:59,019 --> 00:08:00,279
他们感觉美联储现在

256
00:08:00,279 --> 00:08:03,290
如果接下来六到十二个月内有什么会阻碍他们

257
00:08:03,290 --> 00:08:05,009
这可不是好事

258
00:08:05,009 --> 00:08:06,740
让我们谈谈下一个大问题

259
00:08:06,740 --> 00:08:09,699
就是特朗普 特朗普

260
00:08:09,699 --> 00:08:10,319
好的

261
00:08:10,319 --> 00:08:13,329
之前有很多对特朗普的乐观情绪

262
00:08:13,329 --> 00:08:13,949
当然

263
00:08:13,949 --> 00:08:14,670
嗯

264
00:08:14,670 --> 00:08:15,709
你知道去年真的

265
00:08:15,709 --> 00:08:16,050
对

266
00:08:16,050 --> 00:08:16,310
哦

267
00:08:17,250 --> 00:08:18,430
经济将强劲增长

268
00:08:18,430 --> 00:08:20,339
这会很棒对吧

269
00:08:20,339 --> 00:08:22,959
特朗普就任总统后发生了什么

270
00:08:22,959 --> 00:08:23,300
是

271
00:08:23,300 --> 00:08:26,379
我们现在面临巨额关税问题

272
00:08:26,379 --> 00:08:28,658
中东局势显然也很紧张

273
00:08:28,658 --> 00:08:32,519
人们开始将特朗普视为

274
00:08:32,519 --> 00:08:33,139
天啊

275
00:08:33,139 --> 00:08:34,340
他是短期阵痛制造者

276
00:08:34,340 --> 00:08:35,460
当我谈到短期阵痛时

277
00:08:35,460 --> 00:08:36,360
我真正指的

278
00:08:36,360 --> 00:08:36,700
比如

279
00:08:36,700 --> 00:08:38,539
在未来一年或几年内

280
00:08:38,539 --> 00:08:39,120
对

281
00:08:39,120 --> 00:08:40,799
他正在推行的政策

282
00:08:40,799 --> 00:08:41,940
可以辩称

283
00:08:41,940 --> 00:08:44,059
或许能让美国更强大

284
00:08:44,059 --> 00:08:45,340
长期来看

285
00:08:45,340 --> 00:08:46,159
这是个争论

286
00:08:46,159 --> 00:08:48,110
但许多举措

287
00:08:48,110 --> 00:08:50,429
委内瑞拉局势以及中东问题显然

288
00:08:50,429 --> 00:08:50,590
现在

289
00:08:50,590 --> 00:08:51,429
当前阶段

290
00:08:51,429 --> 00:08:52,710
对关税

291
00:08:52,710 --> 00:08:55,549
有人认为这可能让美国更强大

292
00:08:55,549 --> 00:08:58,200
美国长期而言

293
00:08:58,200 --> 00:09:02,399
但所有这些都严重拖累股市

294
00:09:02,399 --> 00:09:05,460
短期内严重冲击经济

295
00:09:05,460 --> 00:09:07,879
毫无疑问关税上涨

296
00:09:07,879 --> 00:09:08,519
企业

297
00:09:08,519 --> 00:09:09,519
利润将下降

298
00:09:09,519 --> 00:09:13,669
或者转嫁给消费者而消费者已不堪通胀之苦

299
00:09:13,669 --> 00:09:14,529
这根本不好笑

300
00:09:14,529 --> 00:09:17,710
就像消费者讨厌通胀

301
00:09:17,710 --> 00:09:19,230
我的意思是这简直太残酷了对吧

302
00:09:19,230 --> 00:09:22,669
这也是为什么当前消费者信心如此糟糕

303
00:09:22,669 --> 00:09:25,370
因为人们厌倦了通胀

304
00:09:25,370 --> 00:09:25,950
没错

305
00:09:25,950 --> 00:09:27,339
他们真的受够了

306
00:09:27,339 --> 00:09:31,970
然后你可能会做所有这些最终导致通胀的事情

307
00:09:31,970 --> 00:09:32,409
不

308
00:09:32,409 --> 00:09:33,009
再说一次

309
00:09:33,009 --> 00:09:34,710
可以提出这些可能是有利的论点

310
00:09:34,710 --> 00:09:35,590
长期来看

311
00:09:35,590 --> 00:09:37,460
但有点像

312
00:09:37,460 --> 00:09:37,940
你知道的

313
00:09:37,940 --> 00:09:38,600
你有个孩子

314
00:09:38,600 --> 00:09:39,980
你想让他们搬出你的房子

315
00:09:39,980 --> 00:09:41,409
然后你对乔伊说

316
00:09:41,769 --> 00:09:42,490
乔伊

317
00:09:42,490 --> 00:09:45,190
你需要去找工作了

318
00:09:45,190 --> 00:09:45,529
哦

319
00:09:45,529 --> 00:09:47,639
我要去找工作了而且会很棒

320
00:09:47,639 --> 00:09:48,460
我不搬出去

321
00:09:48,460 --> 00:09:50,200
但我得等等几年

322
00:09:50,200 --> 00:09:51,820
好的短期来说

323
00:09:51,820 --> 00:09:53,818
你只能熬过这段时间

324
00:09:53,818 --> 00:09:54,778
但别担心

325
00:09:54,778 --> 00:09:56,259
我的情况会变得更好

326
00:09:56,259 --> 00:09:57,339
你们的情况也会好转

327
00:09:57,339 --> 00:09:57,499
伙计们

328
00:09:57,499 --> 00:09:58,818
你们就得耐心等几年

329
00:09:58,818 --> 00:09:59,099
对吧

330
00:09:59,099 --> 00:10:00,259
人们开始厌倦了

331
00:10:00,259 --> 00:10:01,958
他们开始不耐烦了

332
00:10:01,958 --> 00:10:04,649
他们失去了特朗普的乐观

333
00:10:04,649 --> 00:10:06,808
现在我要展示给你们看

334
00:10:06,808 --> 00:10:07,948
这非常重要

335
00:10:07,948 --> 00:10:11,309
我现在要展示的极其重要

336
00:10:11,309 --> 00:10:13,350
这是特朗普上任以来

337
00:10:13,350 --> 00:10:14,149
好的

338
00:10:14,149 --> 00:10:17,889
所以这基本上是上任一年零两个月前

339
00:10:17,889 --> 00:10:20,870
这段时间纳斯达克上涨不到7%

340
00:10:20,870 --> 00:10:22,899
标普500上涨6%

341
00:10:22,899 --> 00:10:24,320
比特币下跌34%

342
00:10:24,320 --> 00:10:25,000
4%

343
00:10:25,000 --> 00:10:27,568
以太坊下跌37%

344
00:10:27,568 --> 00:10:29,989
这强有力地证明了

345
00:10:29,989 --> 00:10:32,129
市场已失去所有信心

346
00:10:32,129 --> 00:10:34,090
特朗普会让事情变得更好

347
00:10:34,090 --> 00:10:35,649
让一切变得伟大

348
00:10:35,649 --> 00:10:37,190
短期内再次强调

349
00:10:37,190 --> 00:10:37,610
长期来看

350
00:10:37,610 --> 00:10:38,850
那里需要展开讨论

351
00:10:38,850 --> 00:10:39,849
但从短期看

352
00:10:39,849 --> 00:10:41,208
那里根本没有

353
00:10:41,208 --> 00:10:42,928
他们基本上感觉输了

354
00:10:42,928 --> 00:10:43,568
你知道的

355
00:10:43,568 --> 00:10:48,110
现在特朗普正处于这个关键时刻，我要展示非常重要的内容

356
00:10:48,110 --> 00:10:51,049
这是特朗普的第一个任期，情况相同

357
00:10:51,049 --> 00:10:53,250
这里有一个时间框架

358
00:10:53,250 --> 00:10:55,070
从那年一月开始

359
00:10:55,070 --> 00:10:55,490
大概

360
00:10:55,490 --> 00:10:59,159
当他就职时

361
00:10:59,159 --> 00:11:01,440
基本上是三月份的时间段

362
00:11:01,440 --> 00:11:05,570
看看在特朗普任内市场如何运行

363
00:11:05,570 --> 00:11:06,269
第一任期

364
00:11:06,269 --> 00:11:09,440
纳斯达克上涨了28%

365
00:11:09,440 --> 00:11:12,559
标普500指数上涨17%

366
00:11:12,559 --> 00:11:16,960
相比之下仅7%和6%

367
00:11:17,958 --> 00:11:19,139
差距很大

368
00:11:19,139 --> 00:11:23,578
这就是特朗普2.0与1.0的区别

369
00:11:23,578 --> 00:11:25,078
特朗普就职了

370
00:11:25,078 --> 00:11:28,989
第一任期时人们对美国充满乐观

371
00:11:28,989 --> 00:11:30,249
我们将重回正轨

372
00:11:30,249 --> 00:11:31,609
企业税将下调

373
00:11:31,609 --> 00:11:33,649
普通美国人税负减少

374
00:11:33,649 --> 00:11:35,549
不得不说经济

375
00:11:35,549 --> 00:11:37,149
在我成年后的岁月里

376
00:11:37,149 --> 00:11:40,470
从2017年到2019年

377
00:11:40,470 --> 00:11:45,259
那是我见过的最佳经济

378
00:11:45,259 --> 00:11:47,659
那段时间通胀较低

379
00:11:47,659 --> 00:11:50,940
简直就是理想经济

380
00:11:50,940 --> 00:11:53,480
我从2008年成年至今

381
00:11:53,480 --> 00:11:57,320
我似乎一直看到情况逐渐好转

382
00:11:57,320 --> 00:11:58,299
但天啊

383
00:11:58,299 --> 00:11:59,700
我们各方面都运转顺畅

384
00:11:59,700 --> 00:12:03,299
所有人都感觉良好

385
00:12:03,299 --> 00:12:04,059
不仅仅是

386
00:12:04,059 --> 00:12:04,279
哦

387
00:12:04,279 --> 00:12:05,299
富人过得很好

388
00:12:05,299 --> 00:12:05,519
哦

389
00:12:05,519 --> 00:12:07,549
我们没有出现K型经济

390
00:12:07,549 --> 00:12:09,590
所有人都感觉良好

391
00:12:09,590 --> 00:12:11,830
到处都有就业机会

392
00:12:11,830 --> 00:12:14,929
经济稳步发展

393
00:12:14,929 --> 00:12:16,149
股市也在上涨

394
00:12:16,149 --> 00:12:18,029
一切都在顺利进行，嗯

395
00:12:18,029 --> 00:12:18,889
房地产市场也在活跃

396
00:12:18,889 --> 00:12:20,529
真是好时光

397
00:12:20,529 --> 00:12:23,590
好时光啊，嗯

398
00:12:23,590 --> 00:12:25,590
确实有截然不同的感受

399
00:12:25,590 --> 00:12:26,009
现在

400
00:12:26,009 --> 00:12:28,789
现在的感觉是富人过得很好

401
00:12:28,789 --> 00:12:30,710
其他人却在苦苦挣扎对吧

402
00:12:30,710 --> 00:12:33,730
即使现在比特币大幅下跌

403
00:12:33,730 --> 00:12:34,730
以太坊也在下跌

404
00:12:34,730 --> 00:12:36,789
股市也开始走低

405
00:12:37,350 --> 00:12:37,750
现在

406
00:12:37,750 --> 00:12:39,909
这可能连对富人的感觉都不太好

407
00:12:39,909 --> 00:12:42,549
所以他们开始思考

408
00:12:42,549 --> 00:12:43,850
到底是谁在受益

409
00:12:43,850 --> 00:12:45,599
此刻似乎没人

410
00:12:45,599 --> 00:12:46,759
现在这些情况

411
00:12:46,759 --> 00:12:47,899
我之前都警告过

412
00:12:47,899 --> 00:12:49,940
早在就职典礼那天

413
00:12:49,940 --> 00:12:52,559
我在主频道做了个视频

414
00:12:52,559 --> 00:12:53,539
标题是特朗普

415
00:12:53,539 --> 00:12:54,820
股市将经历大起大落

416
00:12:54,820 --> 00:12:55,899
并解释了

417
00:12:55,899 --> 00:12:59,929
特朗普第二个任期将完全不同

418
00:12:59,929 --> 00:13:01,809
哦但有些人听了

419
00:13:01,809 --> 00:13:02,839
有些人没听对吧

420
00:13:02,839 --> 00:13:03,678
嗯好的

421
00:13:03,678 --> 00:13:04,479
接下来

422
00:13:04,479 --> 00:13:08,658
过去支撑股市多年的

423
00:13:08,658 --> 00:13:10,730
他们已经失去了

424
00:13:14,820 --> 00:13:16,519
谷歌、亚马逊

425
00:13:16,519 --> 00:13:17,259
特斯拉

426
00:13:17,259 --> 00:13:17,860
苹果

427
00:13:17,860 --> 00:13:20,100
Meta、英伟达、微软

428
00:13:20,100 --> 00:13:20,849
没错

429
00:13:20,849 --> 00:13:25,070
投资者甚至对这些公司失去信心

430
00:13:25,070 --> 00:13:26,629
他们失去信心的原因

431
00:13:26,629 --> 00:13:28,029
从股价就能看出

432
00:13:28,029 --> 00:13:28,649
所有这些公司

433
00:13:28,649 --> 00:13:31,909
失去信心的原因是像谷歌、亚马逊

434
00:13:31,909 --> 00:13:33,220
Meta、微软

435
00:13:33,220 --> 00:13:37,860
他们的资本支出过于疯狂

436
00:13:37,860 --> 00:13:42,340
你们几乎把所有收入都投入AI未来

437
00:13:42,340 --> 00:13:46,500
而这个未来可能与你们预期的完全不同

438
00:13:46,500 --> 00:13:49,759
而不是进行大规模股票回购

439
00:13:49,759 --> 00:13:53,440
发放高额股息回馈股东

440
00:13:53,440 --> 00:13:57,299
增加资产负债表现金以提升信心

441
00:13:57,299 --> 00:14:01,159
或收购高盈利企业

442
00:14:01,159 --> 00:14:03,120
这可能提升每股收益

443
00:14:03,120 --> 00:14:04,019
现在他们却

444
00:14:04,019 --> 00:14:07,950
只是将资金投入可能见效或不见效的项目

445
00:14:07,950 --> 00:14:10,269
他们不得不承担难以置信的

446
00:14:10,269 --> 00:14:11,610
而我已讨论这个问题数月

447
00:14:11,610 --> 00:14:12,289
在这个时间点

448
00:14:12,289 --> 00:14:16,240
他们将承受巨额折旧费用

449
00:14:16,240 --> 00:14:21,539
这肯定会损害这些公司的每股收益增长

450
00:14:21,539 --> 00:14:22,639
在未来几年内

451
00:14:22,639 --> 00:14:23,960
这纯粹是数学问题

452
00:14:23,960 --> 00:14:24,600
根本没有

453
00:14:24,600 --> 00:14:26,039
对此没有争议

454
00:14:26,039 --> 00:14:27,019
这纯粹是数学问题

455
00:14:27,019 --> 00:14:31,799
如果这些公司继续以疯狂的方式大幅提高资本支出

456
00:14:32,080 --> 00:14:35,080
这些公司的每股收益增长将难以实现

457
00:14:35,080 --> 00:14:36,940
即使有强劲的营收增长

458
00:14:36,940 --> 00:14:40,519
因为折旧将造成巨大冲击

459
00:14:40,789 --> 00:14:42,350
这一点需要谨记

460
00:14:46,809 --> 00:14:49,190
我将展示这种极端程度

461
00:14:49,190 --> 00:14:53,240
这是这些公司公布疯狂资本开支前的情况

462
00:14:53,240 --> 00:14:55,659
人们知道所有公司今年的资本支出将增加

463
00:14:55,659 --> 00:14:59,940
但他们没想到会如此疯狂，看这种分歧

464
00:14:59,940 --> 00:15:02,039
这对每个人都很重要

465
00:15:02,039 --> 00:15:03,759
现在观看这个视频的每一个人

466
00:15:03,759 --> 00:15:04,200
好的

467
00:15:04,200 --> 00:15:06,389
看看苹果

468
00:15:06,389 --> 00:15:08,408
仅下跌2%

469
00:15:08,408 --> 00:15:09,548
这微不足道

470
00:15:09,548 --> 00:15:10,589
这微不足道

471
00:15:10,589 --> 00:15:14,240
因为苹果没有宣布

472
00:15:14,240 --> 00:15:14,500
哦

473
00:15:14,500 --> 00:15:17,120
我们今年要在资本开支上大手笔投入

474
00:15:17,120 --> 00:15:18,500
大家都在关注苹果

475
00:15:18,500 --> 00:15:19,299
他们是赢家赢家

476
00:15:19,299 --> 00:15:19,899
鸡尾酒晚宴

477
00:15:19,899 --> 00:15:20,500
他们表示

478
00:15:20,500 --> 00:15:21,080
好的

479
00:15:21,080 --> 00:15:23,259
我们将进行大规模股票回购

480
00:15:23,259 --> 00:15:25,559
股息也将上调

481
00:15:25,559 --> 00:15:27,730
我可能会增加现金储备

482
00:15:27,730 --> 00:15:31,669
我们不会在今年投入数百亿美元

483
00:15:31,669 --> 00:15:35,149
在可能成功或失败的AI未来上

484
00:15:35,149 --> 00:15:35,710
没错

485
00:15:35,710 --> 00:15:38,690
英伟达受影响最小

486
00:15:38,690 --> 00:15:42,429
因为英伟达今年和明年的数据必定亮眼

487
00:15:42,429 --> 00:15:44,769
因为谷歌马达

488
00:15:44,769 --> 00:15:46,149
所有公司都在疯狂支出

489
00:15:46,149 --> 00:15:47,470
亚马逊微软

490
00:15:47,470 --> 00:15:49,980
所以英伟达受波及

491
00:15:49,980 --> 00:15:51,779
但仅下跌9% 因为人们认为

492
00:15:51,779 --> 00:15:52,080
哦

493
00:15:52,080 --> 00:15:52,779
人们正在

494
00:15:52,779 --> 00:15:53,019
你知道的

495
00:15:53,019 --> 00:15:55,889
这些公司仍会继续重金投入英伟达

496
00:15:55,889 --> 00:15:58,470
看看特斯拉 特斯拉下跌了约十三个百分点

497
00:15:58,470 --> 00:15:59,110
六个百分点

498
00:15:59,110 --> 00:16:01,289
他们在资本支出上又在花钱对吧

499
00:16:01,289 --> 00:16:02,490
看看亚马逊

500
00:16:02,490 --> 00:16:05,889
同期下跌了十五个百分点 相反

501
00:16:05,889 --> 00:16:06,809
苹果下跌了二个百分点

502
00:16:06,809 --> 00:16:10,529
亚马逊可能计划在资本支出上投入两百亿美元

503
00:16:10,529 --> 00:16:11,899
今年简直翻天覆地

504
00:16:11,899 --> 00:16:12,899
我的煎饼

505
00:16:12,899 --> 00:16:15,110
谷歌麦多加下跌了十六个百分点

506
00:16:15,110 --> 00:16:17,809
美指下跌近十九个百分点

507
00:16:17,809 --> 00:16:20,309
还有微软先生

508
00:16:20,309 --> 00:16:23,289
微软现在面临双重打击

509
00:16:23,289 --> 00:16:25,269
人们对成本支出感到不满

510
00:16:25,269 --> 00:16:26,809
大笔开支

511
00:16:26,809 --> 00:16:32,830
但微软也被归类为科技软件股

512
00:16:32,830 --> 00:16:34,980
人们也将其纳入该类别

513
00:16:34,980 --> 00:16:36,059
所以人们会说

514
00:16:36,059 --> 00:16:37,019
天啊

515
00:16:37,019 --> 00:16:40,259
这就是华尔街现在讨厌微软的原因

516
00:16:40,259 --> 00:16:43,379
我认为微软从历史高点已下跌

517
00:16:43,379 --> 00:16:44,399
约三三

518
00:16:44,399 --> 00:16:45,279
我想说

519
00:16:45,279 --> 00:16:46,720
从历史最高点

520
00:16:46,720 --> 00:16:48,120
损失惨重

521
00:16:48,120 --> 00:16:49,120
对于巨头来说

522
00:16:49,120 --> 00:16:50,289
像微软这样的公司

523
00:16:50,289 --> 00:16:51,830
损失惨重

524
00:16:51,830 --> 00:16:54,710
这就是市场在表达

525
00:16:54,710 --> 00:16:55,629
我们不信任你们

526
00:16:55,629 --> 00:16:56,350
微软

527
00:16:56,350 --> 00:16:59,789
我们认为你们的商业模式可能在未来几年被颠覆

528
00:16:59,789 --> 00:17:02,500
你们在资本支出上像醉汉

529
00:17:02,500 --> 00:17:03,100
你知道的

530
00:17:03,100 --> 00:17:04,880
资本支出惊人

531
00:17:04,880 --> 00:17:07,638
这就是当前的现象

532
00:17:07,638 --> 00:17:09,038
人们会说

533
00:17:10,778 --> 00:17:12,159
我会选择苹果

534
00:17:12,159 --> 00:17:13,459
这再明显不过了

535
00:17:13,459 --> 00:17:16,519
因为他们现在没有疯狂开支

536
00:17:16,519 --> 00:17:19,640
长期来看我们将看到结果

537
00:17:19,640 --> 00:17:22,940
长期来看苹果可能在未来十年被颠覆

538
00:17:22,940 --> 00:17:25,539
这些在资本支出上豪掷千金的公司

539
00:17:25,539 --> 00:17:27,359
也许它们会表现更好

540
00:17:27,359 --> 00:17:28,900
超越苹果

541
00:17:28,900 --> 00:17:29,220
那么

542
00:17:29,220 --> 00:17:30,380
苹果可能停滞

543
00:17:30,380 --> 00:17:33,000
在未来十年市值维持三千至五千亿

544
00:17:33,000 --> 00:17:37,089
而像元宇宙、亚马逊等公司

545
00:17:37,089 --> 00:17:38,650
甚至可能是软软先生

546
00:17:38,650 --> 00:17:39,130
也许谷歌

547
00:17:39,130 --> 00:17:40,190
也许他们最终会变成

548
00:17:40,190 --> 00:17:40,609
你知道的

549
00:17:43,109 --> 00:17:44,009
十二万亿左右

550
00:17:44,009 --> 00:17:45,470
我们看看会发生什么吧

551
00:17:45,470 --> 00:17:48,069
但请理解

552
00:17:48,069 --> 00:17:51,390
短期赢家未必是长期赢家

553
00:17:51,390 --> 00:17:53,470
这一点对长期投资者至关重要

554
00:17:53,470 --> 00:17:53,829
你知道的

555
00:17:53,829 --> 00:17:55,130
如果你关注我的频道

556
00:17:55,130 --> 00:17:56,069
你就是长期投资者

557
00:17:56,069 --> 00:17:58,369
从长期视角观察这些公司

558
00:17:58,369 --> 00:18:04,700
在上一个大支柱中我们讨论的是去年

559
00:18:04,700 --> 00:18:06,000
大家都在谈论

560
00:18:06,000 --> 00:18:06,359
哦

561
00:18:06,359 --> 00:18:07,299
你知道的

562
00:18:07,299 --> 00:18:08,539
我有反应频道

563
00:18:08,539 --> 00:18:08,799
杰里米

564
00:18:08,799 --> 00:18:09,519
这个节目能赚钱

565
00:18:09,519 --> 00:18:11,319
我一直在反应华尔街的言论

566
00:18:11,319 --> 00:18:12,579
他们会讨论什么

567
00:18:12,579 --> 00:18:15,490
经济如此坚韧

568
00:18:15,490 --> 00:18:20,049
消费者总能找到维持发展的方法

569
00:18:21,839 --> 00:18:25,970
现在成了五五开

570
00:18:25,970 --> 00:18:26,769
华尔街人士

571
00:18:26,769 --> 00:18:27,430
分析师

572
00:18:27,430 --> 00:18:28,230
经济学家

573
00:18:28,230 --> 00:18:30,630
现在基本是抛硬币决定

574
00:18:30,630 --> 00:18:32,549
今年是否会有衰退

575
00:18:32,549 --> 00:18:35,230
他们给出的概率约50%

576
00:18:35,230 --> 00:18:35,869
没错

577
00:18:35,869 --> 00:18:38,190
短期内对经济的信心

578
00:18:38,190 --> 00:18:38,869
至少再次

579
00:18:38,869 --> 00:18:40,230
不是未来五到十年

580
00:18:40,230 --> 00:18:41,150
但在短期内

581
00:18:41,150 --> 00:18:42,659
即未来一年内

582
00:18:42,659 --> 00:18:44,898
对经济缺乏信心

583
00:18:45,250 --> 00:18:47,190
对经济毫无信心

584
00:18:47,190 --> 00:18:48,950
对马斯克

585
00:18:48,950 --> 00:18:51,609
对特朗普

586
00:18:51,609 --> 00:18:53,529
对美联储

587
00:18:53,529 --> 00:18:55,210
这些短期内毫无信心

588
00:18:55,210 --> 00:18:56,769
即未来六到十二个月

589
00:18:56,769 --> 00:18:58,029
天啊

590
00:18:58,029 --> 00:18:59,829
这一切最终意味着什么

591
00:18:59,829 --> 00:19:00,650
啊

592
00:19:00,650 --> 00:19:01,309
我说啊

593
00:19:01,309 --> 00:19:03,230
短期我们处境堪忧

594
00:19:03,230 --> 00:19:04,069
我们就像被煮熟了一样

595
00:19:04,069 --> 00:19:04,950
这就是最直接的说法

596
00:19:04,950 --> 00:19:05,950
你失去了所有大玩家

597
00:19:05,950 --> 00:19:07,470
我们拥有过所有大玩家

598
00:19:07,470 --> 00:19:09,329
你却让我们失去了

599
00:19:09,329 --> 00:19:11,309
接下来几个月就发生了这些事

600
00:19:11,309 --> 00:19:12,329
过去几个月里

601
00:19:12,329 --> 00:19:15,130
这不是在一年内发生的

602
00:19:15,130 --> 00:19:15,650
不不

603
00:19:15,650 --> 00:19:18,048
这一切都发生在最近两个月

604
00:19:18,048 --> 00:19:20,960
最近两个月出现的那些疯狂数据

605
00:19:20,960 --> 00:19:23,359
显然通胀又开始失控了

606
00:19:23,359 --> 00:19:25,420
美联储的失误发生在最近两个月

607
00:19:25,420 --> 00:19:26,500
特朗普做出决定

608
00:19:26,500 --> 00:19:26,940
你知道的

609
00:19:26,940 --> 00:19:30,819
显然中东决策发生在最近两个月

610
00:19:30,819 --> 00:19:33,519
经济形势也发生在最近两个月

611
00:19:33,519 --> 00:19:36,029
所有重大事件都发生在最近两个月

612
00:19:36,029 --> 00:19:37,430
但你失去了所有大玩家

613
00:19:37,430 --> 00:19:38,910
但记住这一点

614
00:19:38,910 --> 00:19:39,450
好的

615
00:19:39,450 --> 00:19:41,690
虽然短期内我们处境艰难

616
00:19:41,690 --> 00:19:44,730
没错，记住几点关键

617
00:19:44,730 --> 00:19:47,130
市场何时见底取决于什么

618
00:19:47,130 --> 00:19:50,599
市场在坏消息中见底

619
00:19:50,599 --> 00:19:52,180
市场在坏消息中见底

620
00:19:52,180 --> 00:19:55,640
任何有十年二十年三十年经验的投资者

621
00:19:55,640 --> 00:19:59,250
他们都会告诉你市场在坏消息中见底

622
00:19:59,250 --> 00:20:01,410
我们现在面临大量坏消息

623
00:20:01,410 --> 00:20:03,309
我们失去了所有大玩家

624
00:20:03,309 --> 00:20:05,279
而最近两个月我们彻底失去

625
00:20:05,279 --> 00:20:08,460
每个大玩家都是坏消息

626
00:20:08,460 --> 00:20:15,169
人们总以为能完美时机买入股票

627
00:20:15,169 --> 00:20:18,700
只需等待好消息出现

628
00:20:18,700 --> 00:20:22,400
届时许多个股已上涨20%到40%

629
00:20:22,400 --> 00:20:23,059
到那时

630
00:20:23,059 --> 00:20:25,079
指数已经开始反弹

631
00:20:25,079 --> 00:20:29,920
新牛市的第一阶段始于绝望时刻

632
00:20:30,920 --> 00:20:33,920
每次都会发生这种情况

633
00:20:34,440 --> 00:20:34,960
你知道的

634
00:20:34,960 --> 00:20:37,160
作为市场参与者十七八年了

635
00:20:37,160 --> 00:20:38,119
我从未见过

636
00:20:38,119 --> 00:20:39,480
这种情况从未发生过

637
00:20:39,480 --> 00:20:40,930
人们会说

638
00:20:40,930 --> 00:20:42,589
为什么股市在上涨

639
00:20:42,589 --> 00:20:43,569
形势一片糟糕

640
00:20:43,569 --> 00:20:44,890
这里到底发生了什么

641
00:20:44,890 --> 00:20:46,200
这完全不合逻辑

642
00:20:46,200 --> 00:20:48,140
我刚入市时就经历过

643
00:20:48,140 --> 00:20:50,359
记得我是在金融危机期间进入股市

644
00:20:50,359 --> 00:20:50,799
二零零八年

645
00:20:50,799 --> 00:20:51,319
二零零九年

646
00:20:51,319 --> 00:20:52,680
我名下只有几百美元

647
00:20:52,680 --> 00:20:55,930
对啊，我记得当时人们

648
00:20:55,930 --> 00:20:57,269
你知道市场在

649
00:20:57,269 --> 00:20:57,769
一月份

650
00:20:57,769 --> 00:20:58,309
二零零九年

651
00:20:58,309 --> 00:20:59,609
人们都说出现了双底反弹

652
00:20:59,609 --> 00:21:02,099
基本上大家都在问

653
00:21:02,099 --> 00:21:03,059
为什么在上涨

654
00:21:03,059 --> 00:21:06,519
现在经济简直一团糟

655
00:21:06,559 --> 00:21:07,559
一切都糟糕透了

656
00:21:07,559 --> 00:21:11,859
比如财报表现极差，整年都会这样

657
00:21:11,859 --> 00:21:14,819
为什么市场还在上涨

658
00:21:14,819 --> 00:21:15,180
没错

659
00:21:15,180 --> 00:21:17,059
发生在二零二零年

660
00:21:17,299 --> 00:21:18,680
每个下跌阶段

661
00:21:18,680 --> 00:21:19,279
我们经历了

662
00:21:19,279 --> 00:21:20,099
这总是如此

663
00:21:20,099 --> 00:21:21,138
即使去年

664
00:21:21,138 --> 00:21:22,699
你知道市场底部在

665
00:21:22,699 --> 00:21:24,538
我认为是四月九日至十一日

666
00:21:24,538 --> 00:21:25,318
大概那个时间段

667
00:21:25,318 --> 00:21:26,778
而去年人们还在说

668
00:21:26,778 --> 00:21:28,499
为什么股市又开始上涨了

669
00:21:28,499 --> 00:21:30,519
现在还不是上涨时机

670
00:21:30,519 --> 00:21:32,039
我们不清楚关税问题

671
00:21:32,039 --> 00:21:32,599
这些种种因素

672
00:21:32,599 --> 00:21:34,000
仍存在大量不确定性

673
00:21:34,000 --> 00:21:35,839
但市场仍在持续上涨

674
00:21:35,839 --> 00:21:36,920
不断攀升，对吧

675
00:21:36,920 --> 00:21:39,539
记住市场在坏消息中见底

676
00:21:39,539 --> 00:21:40,740
第二点

677
00:21:40,740 --> 00:21:41,819
第二点

678
00:21:41,819 --> 00:21:42,660
没错

679
00:21:42,660 --> 00:21:44,398
要记住

680
00:21:44,398 --> 00:21:45,919
当形势严峻时

681
00:21:45,919 --> 00:21:47,219
正如我们讨论的

682
00:21:47,219 --> 00:21:47,598
对的

683
00:21:47,598 --> 00:21:49,239
最佳买入时机总在其中

684
00:21:49,239 --> 00:21:49,818
你总能

685
00:21:49,818 --> 00:21:53,440
市场经历调整期间

686
00:21:53,440 --> 00:21:54,660
市场遭遇崩盘时

687
00:21:54,660 --> 00:21:57,240
当你开始看到个股

688
00:21:57,240 --> 00:22:01,069
甚至那些暴跌三四十甚至六成的优质公司

689
00:22:01,069 --> 00:22:01,829
我从未见过

690
00:22:01,829 --> 00:22:02,809
这不是买入机会

691
00:22:02,809 --> 00:22:04,230
甚至研究历史

692
00:22:04,230 --> 00:22:05,558
现在正是买入时机

693
00:22:05,558 --> 00:22:06,019
你可以这么说

694
00:22:06,019 --> 00:22:06,179
啊

695
00:22:06,179 --> 00:22:07,439
也许我可以再低一点

696
00:22:07,439 --> 00:22:09,278
我甚至能拿到更低的价格对吧

697
00:22:09,278 --> 00:22:10,979
看看这位微软软蛋

698
00:22:10,979 --> 00:22:14,199
我觉得这次又下跌了，从历史高点下来约三个百分点

699
00:22:14,199 --> 00:22:17,578
谁知道呢，或许微软会从历史高点跌去四三个百分点

700
00:22:17,578 --> 00:22:19,798
也许会跌到三五个百分点

701
00:22:19,798 --> 00:22:23,588
我不确定，但我知道微软今天看起来是个买入机会

702
00:22:23,588 --> 00:22:25,449
我本人并不是微软的股东

703
00:22:25,449 --> 00:22:26,429
不过我要说

704
00:22:26,429 --> 00:22:28,789
如果有人告诉我如何买入微软

705
00:22:28,789 --> 00:22:29,789
我倒不介意

706
00:22:29,789 --> 00:22:32,049
今天或许可以捡些微软便宜货

707
00:22:32,049 --> 00:22:33,930
女士们先生们请记住

708
00:22:33,930 --> 00:22:36,549
当市场看起来非常糟糕时

709
00:22:36,549 --> 00:22:38,970
这正是最好的买入时机

710
00:22:38,970 --> 00:22:41,470
而这些时期人们事后总会回想

711
00:22:41,470 --> 00:22:44,809
会说你真幸运

712
00:22:44,809 --> 00:22:46,210
你真幸运

713
00:22:46,210 --> 00:22:47,690
你以这个价格买入了股票

714
00:22:47,690 --> 00:22:48,910
这支股票以这个价格

715
00:22:48,910 --> 00:22:49,710
就像

716
00:22:49,710 --> 00:22:50,509
这是运气吗

717
00:22:50,509 --> 00:22:53,599
还是我只是做了该做的事

718
00:22:53,599 --> 00:22:55,799
每次市场出现回调或崩盘时

719
00:22:55,799 --> 00:22:57,819
每次市场出现回调或崩盘时

720
00:22:57,819 --> 00:22:58,900
你应该怎么做

721
00:22:58,900 --> 00:23:00,190
买入股票

722
00:23:00,190 --> 00:23:02,170
展示一个市场回调或崩盘

723
00:23:02,170 --> 00:23:03,920
你本不该进场买入

724
00:23:03,920 --> 00:23:05,160
根本不存在

725
00:23:05,160 --> 00:23:06,940
这根本不存在

726
00:23:06,940 --> 00:23:09,460
每一个都是这样对吧

727
00:23:09,460 --> 00:23:10,539
你不会靠运气

728
00:23:10,539 --> 00:23:12,788
这叫做出正确决策

729
00:23:12,788 --> 00:23:14,500
现在

730
00:23:14,500 --> 00:23:16,200
今天在这里讨论了公众账户

731
00:23:16,200 --> 00:23:18,660
如果我回想那些时间段

732
00:23:18,660 --> 00:23:19,140
我一直在买入

733
00:23:19,140 --> 00:23:21,579
我赚得最多的时期

734
00:23:21,579 --> 00:23:23,190
最多的钱

735
00:23:23,190 --> 00:23:24,630
正是我买入的时期

736
00:23:24,630 --> 00:23:25,569
当有戏剧性事件时

737
00:23:25,569 --> 00:23:29,130
到2018年市场开始崩盘

738
00:23:29,130 --> 00:23:31,390
纳斯达克持续下跌

739
00:23:31,390 --> 00:23:34,339
所有大科技股都在下跌

740
00:23:34,339 --> 00:23:35,380
天啊

741
00:23:35,380 --> 00:23:36,140
惨不忍睹

742
00:23:36,140 --> 00:23:36,779
一片红海

743
00:23:36,779 --> 00:23:38,680
2018年末迎来救赎

744
00:23:38,680 --> 00:23:39,640
我当时在大量买入

745
00:23:39,640 --> 00:23:41,769
那时公众持股量还非常非常新

746
00:23:41,769 --> 00:23:42,450
谢天谢地

747
00:23:42,450 --> 00:23:47,029
我做了很多这样的买入，接下来几年都给我带来了巨大收益

748
00:23:47,029 --> 00:23:49,339
2022年下半年的买入

749
00:23:49,339 --> 00:23:50,859
天啊

750
00:23:50,859 --> 00:23:52,220
那些都是关键买入

751
00:23:52,220 --> 00:23:53,259
如果我没买入

752
00:23:53,259 --> 00:23:53,920
你知道的

753
00:23:53,920 --> 00:23:54,700
看看Meta

754
00:23:54,700 --> 00:23:55,380
我说的是Meta

755
00:23:55,380 --> 00:23:56,420
我们从视频开头说起

756
00:23:56,420 --> 00:23:57,039
呃

757
00:23:57,039 --> 00:23:58,059
分析市场定位

758
00:23:58,059 --> 00:23:59,369
没错四百零四

759
00:23:59,369 --> 00:24:00,730
即使股票已经跌停

760
00:24:00,730 --> 00:24:05,130
比如Meta股价从历史高点下跌了两百多美元

761
00:24:05,130 --> 00:24:08,589
我仍持有四十四万九千美元的盈利

762
00:24:08,589 --> 00:24:12,450
我在该股中获利上百万元

763
00:24:12,450 --> 00:24:14,430
去年年底或今年年初

764
00:24:14,430 --> 00:24:17,720
我记不清具体时间了

765
00:24:17,720 --> 00:24:18,960
这只是公开账户的部分

766
00:24:18,960 --> 00:24:20,640
还不包括私人投资组合

767
00:24:20,640 --> 00:24:21,579
说到Meta

768
00:24:21,579 --> 00:24:22,980
天啊

769
00:24:22,980 --> 00:24:25,740
但那些大额买入很关键

770
00:24:25,740 --> 00:24:27,539
2022年下半年的买入

771
00:24:27,539 --> 00:24:28,319
这些买入很关键

772
00:24:28,319 --> 00:24:29,720
2025年上半年

773
00:24:29,720 --> 00:24:31,420
我当时确实大量买入

774
00:24:31,420 --> 00:24:31,859
你知道的

775
00:24:31,859 --> 00:24:33,619
在解放日期间

776
00:24:33,619 --> 00:24:35,220
所有这些戏剧性事件

777
00:24:35,220 --> 00:24:37,299
这些买入很关键

778
00:24:37,299 --> 00:24:40,180
2020年也帮了大忙

779
00:24:40,180 --> 00:24:42,319
显然我们知道2020年发生了什么

780
00:24:42,319 --> 00:24:45,720
没错那时你会买到

781
00:24:45,720 --> 00:24:46,759
最具吸引力的价格

782
00:24:46,759 --> 00:24:48,119
在这些时期操作

783
00:24:48,119 --> 00:24:49,160
当股价低迷时

784
00:24:49,160 --> 00:24:51,700
当市场失去信心时

785
00:24:51,700 --> 00:24:53,279
当人们不看好股票时

786
00:24:53,279 --> 00:24:57,660
甚至优质公司股价暴跌25%到40%甚至50%

787
00:24:57,660 --> 00:24:58,019
没错

788
00:24:58,019 --> 00:24:59,960
有些甚至跌去60%到70%

789
00:24:59,960 --> 00:25:01,940
这时你能获得最佳交易

790
00:25:01,940 --> 00:25:04,940
必须抓住每一个机会

791
00:25:04,940 --> 00:25:07,699
不必追求完美价格

792
00:25:07,699 --> 00:25:09,219
如果你买入优质公司

793
00:25:09,219 --> 00:25:14,450
注意Meta从350涨到88在峰值

794
00:25:14,450 --> 00:25:15,849
二零二一年跌至谷底

795
00:25:15,849 --> 00:25:19,420
二零二二年二三五至八八暴跌

796
00:25:19,740 --> 00:25:22,660
如果你在一百二五买入了Meta

797
00:25:23,099 --> 00:25:23,519
是的

798
00:25:23,519 --> 00:25:24,960
价格大幅下跌

799
00:25:24,960 --> 00:25:25,539
你知道的

800
00:25:25,539 --> 00:25:27,240
从一百二五跌至八八

801
00:25:27,240 --> 00:25:28,150
跌幅巨大

802
00:25:28,150 --> 00:25:29,670
即使你在一百五买入

803
00:25:29,670 --> 00:25:30,829
这是大幅回调

804
00:25:30,829 --> 00:25:32,069
这相当于五成跌幅

805
00:25:32,069 --> 00:25:32,869
大致正确

806
00:25:33,990 --> 00:25:34,388
嗯

807
00:25:34,388 --> 00:25:36,388
在一百五买入你仍是天才

808
00:25:36,388 --> 00:25:36,868
你知道的

809
00:25:36,868 --> 00:25:41,729
你本可在一百五和一百九持续买入

810
00:25:41,729 --> 00:25:43,509
所以你知道

811
00:25:43,509 --> 00:25:44,789
别担心短期波动

812
00:25:44,789 --> 00:25:46,049
如果你投资优质公司

813
00:25:46,049 --> 00:25:49,819
拥有十年十五年长期增长潜力

814
00:25:49,819 --> 00:25:50,500
哎

815
00:25:50,500 --> 00:25:52,180
无论最终买入什么

816
00:25:52,180 --> 00:25:54,119
最终必成超值投资

817
00:25:54,119 --> 00:25:55,079
你会感到高兴

818
00:25:55,079 --> 00:25:57,170
现在就买入

819
00:25:57,170 --> 00:26:00,710
记住这对所有观众至关重要

820
00:26:00,710 --> 00:26:01,230
好的

821
00:26:01,230 --> 00:26:02,009
哎呀

822
00:26:02,009 --> 00:26:02,888
你会明白的

823
00:26:02,888 --> 00:26:05,209
股市会发生什么

824
00:26:06,288 --> 00:26:09,210
下跌如电梯，上涨如爬楼梯

825
00:26:09,210 --> 00:26:11,569
这就是为何市场悲观

826
00:26:11,569 --> 00:26:12,829
下行比上涨快得多

827
00:26:12,829 --> 00:26:13,349
没错

828
00:26:13,349 --> 00:26:14,490
市场见底

829
00:26:14,490 --> 00:26:15,950
四季度二零二二年

830
00:26:15,950 --> 00:26:19,969
人们花了一年半才转为看涨

831
00:26:19,969 --> 00:26:24,920
市场早已从二零二二低点飙升

832
00:26:24,920 --> 00:26:26,180
那些二零二二低点

833
00:26:26,180 --> 00:26:28,380
大量股票大幅上涨

834
00:26:28,380 --> 00:26:29,339
无关紧要

835
00:26:29,339 --> 00:26:30,059
无论怎么看

836
00:26:30,059 --> 00:26:31,519
英伟达、Meta等

837
00:26:31,519 --> 00:26:32,440
众多公司

838
00:26:32,440 --> 00:26:32,949
没错

839
00:26:32,949 --> 00:26:37,788
AMD在二零二二低点仅五五美元

840
00:26:37,788 --> 00:26:40,990
但人们反应迟缓

841
00:26:40,990 --> 00:26:41,730
我说的这些人

842
00:26:41,730 --> 00:26:46,179
特指华尔街和散户

843
00:26:46,179 --> 00:26:49,979
他们花了太久才转向看涨

844
00:26:49,979 --> 00:26:50,778
他们花了一年时间

845
00:26:50,778 --> 00:26:51,378
一年半时间

846
00:26:51,378 --> 00:26:53,398
与此同时只需要几个月

847
00:26:53,398 --> 00:26:55,329
市场营销出现下滑

848
00:26:55,329 --> 00:26:57,289
哦华尔街都是看空的

849
00:26:57,289 --> 00:26:59,029
事情发生得太快了

850
00:26:59,029 --> 00:27:00,299
电梯停运

851
00:27:00,299 --> 00:27:01,640
楼梯向上走

852
00:27:01,640 --> 00:27:04,960
这就是需要特别注意的股市要点

853
00:27:04,960 --> 00:27:07,049
为了说明这一点

854
00:27:07,049 --> 00:27:09,490
我最好的方式来结束这个市场分析

855
00:27:09,490 --> 00:27:10,309
科克情况

856
00:27:10,309 --> 00:27:12,849
接下来我会讲今天卖出和买入的

857
00:27:12,849 --> 00:27:14,700
看看这个

858
00:27:16,019 --> 00:27:17,960
这是AI投资者情绪

859
00:27:17,960 --> 00:27:18,990
好的

860
00:27:20,259 --> 00:27:24,099
当我们达到AI投资者情绪一年牛市高点时

861
00:27:24,099 --> 00:27:25,579
这是投资者对市场的感受

862
00:27:25,579 --> 00:27:26,579
接下来六个月

863
00:27:26,579 --> 00:27:28,049
我们触及牛市高点

864
00:27:28,049 --> 00:27:29,289
1月14日

865
00:27:29,289 --> 00:27:30,789
2026年

866
00:27:30,789 --> 00:27:31,910
大约两个月前

867
00:27:31,910 --> 00:27:32,829
刚过两个月前

868
00:27:32,829 --> 00:27:33,089
对的

869
00:27:33,089 --> 00:27:37,819
近50%的投资者对市场未来六个月持乐观

870
00:27:37,819 --> 00:27:42,910
看看最近几周如何迅速转变

871
00:27:42,910 --> 00:27:44,130
我们有糟糕的数据

872
00:27:44,130 --> 00:27:44,529
请记住

873
00:27:44,529 --> 00:27:45,150
通常三

874
00:27:45,150 --> 00:27:47,190
1%的投资者看空市场

875
00:27:47,190 --> 00:27:48,180
未来六个月

876
00:27:48,180 --> 00:27:49,720
我们达到46%的数字

877
00:27:49,720 --> 00:27:52,900
52%和50%的数字

878
00:27:54,049 --> 00:27:55,970
难以置信

879
00:27:55,970 --> 00:27:56,849
女士们先生们

880
00:27:56,849 --> 00:27:58,109
难以置信

881
00:27:58,109 --> 00:28:02,848
这说明股市变化之快

882
00:28:02,848 --> 00:28:04,749
尤其是下行时

883
00:28:04,749 --> 00:28:06,308
所需不过

884
00:28:06,308 --> 00:28:10,700
我们从一年牛市高点到如今

885
00:28:10,700 --> 00:28:12,880
大量人看空市场

886
00:28:12,880 --> 00:28:14,009
未来六个月

887
00:28:14,009 --> 00:28:16,679
不到两个月时间

888
00:28:16,679 --> 00:28:18,398
经历大幅熊市后

889
00:28:18,398 --> 00:28:19,479
下行趋势市场

890
00:28:19,479 --> 00:28:23,818
需要更长时间恢复牛市信心

891
00:28:23,818 --> 00:28:25,609
这点要记住

892
00:28:25,609 --> 00:28:27,410
我总是告诉你们

893
00:28:27,410 --> 00:28:30,279
逢低买入永不减仓

894
00:28:30,279 --> 00:28:31,680
买它就不会翻车

895
00:28:31,680 --> 00:28:33,019
当你遇到这样的机会时

896
00:28:33,019 --> 00:28:35,400
回头你会觉得自己像中了大奖

897
00:28:35,400 --> 00:28:36,599
你买对了

898
00:28:36,599 --> 00:28:39,539
你永远不知道熊市会持续多久

899
00:28:39,539 --> 00:28:40,519
可能持续几周

900
00:28:40,519 --> 00:28:41,460
可能持续几个月

901
00:28:41,460 --> 00:28:42,759
甚至持续两年

902
00:28:42,759 --> 00:28:44,490
你不知道什么可能实现

903
00:28:44,490 --> 00:28:44,710
没错

904
00:28:44,710 --> 00:28:45,670
看看那场金融危机

905
00:28:45,670 --> 00:28:46,190
大幅下跌

906
00:28:46,190 --> 00:28:48,910
像这两年多惨啊

907
00:28:48,910 --> 00:28:51,049
买债永远不会错

908
00:28:51,049 --> 00:28:53,349
有些人说我现在没钱了

909
00:28:53,349 --> 00:28:54,150
我破产了

910
00:28:54,150 --> 00:28:55,109
呃

911
00:28:55,109 --> 00:28:57,549
听着去赚点钱

912
00:28:57,549 --> 00:28:58,589
去赚点钱

913
00:28:58,589 --> 00:28:59,809
去赚点钱

914
00:28:59,809 --> 00:29:00,349
好的

915
00:29:00,349 --> 00:29:01,829
你应该永远不缺钱

916
00:29:01,829 --> 00:29:04,460
你知道最重要的是什么吗

917
00:29:04,460 --> 00:29:06,880
我要告诉你成为成功投资者的关键

918
00:29:06,880 --> 00:29:09,150
这比其他所有事情都重要

919
00:29:09,150 --> 00:29:11,549
如果你多年如一日关注我的频道

920
00:29:11,549 --> 00:29:15,339
你应该明白收入大于支出

921
00:29:15,339 --> 00:29:19,160
这才是最要紧的事，比利润表更重要

922
00:29:19,160 --> 00:29:20,119
资产负债表

923
00:29:20,119 --> 00:29:22,420
现金流用千亿美元来计算

924
00:29:22,420 --> 00:29:25,480
分析公司预测和最具潜力的股票

925
00:29:25,480 --> 00:29:28,039
在千亿美元级别前先听财报会议

926
00:29:28,039 --> 00:29:30,819
然后对比三家千亿美元级公司

927
00:29:30,819 --> 00:29:32,299
做所有复杂分析

928
00:29:32,299 --> 00:29:35,670
在关注这些之前先确保收入大于支出

929
00:29:35,670 --> 00:29:37,849
如果你收入不高于支出

930
00:29:37,849 --> 00:29:40,659
每个月都在玩错游戏

931
00:29:40,659 --> 00:29:42,878
不应该有'我破产了'这种说法

932
00:29:42,878 --> 00:29:44,919
你应该永远有进账

933
00:29:44,919 --> 00:29:45,759
有些朋友

934
00:29:45,759 --> 00:29:48,319
或许每月投入几百美元

935
00:29:48,319 --> 00:29:49,700
到你的投资组合里

936
00:29:49,700 --> 00:29:50,740
其他观众

937
00:29:50,740 --> 00:29:54,470
可以投资数千美元我的大项目

938
00:29:54,470 --> 00:29:57,630
你们可以每月投入数万甚至数十万美元

939
00:29:57,630 --> 00:29:58,710
在市场里投资

940
00:29:58,710 --> 00:30:01,349
无论阶段如何都要行动

941
00:30:01,349 --> 00:30:03,538
赚点钱多投资

942
00:30:03,538 --> 00:30:05,058
就这么简单

943
00:30:05,058 --> 00:30:07,980
别说你得跑外卖送餐

944
00:30:07,980 --> 00:30:09,059
就像这并不重要

945
00:30:09,059 --> 00:30:09,480
我是说

946
00:30:09,480 --> 00:30:11,940
这些工作恐怕十年后就不存在了

947
00:30:11,940 --> 00:30:12,400
没错

948
00:30:12,400 --> 00:30:12,980
你知道的

949
00:30:12,980 --> 00:30:14,839
开Uber左转开车

950
00:30:14,839 --> 00:30:15,839
做你必须做的事

951
00:30:15,839 --> 00:30:17,539
就像这个时间段

952
00:30:17,539 --> 00:30:18,440
找份兼职

953
00:30:18,440 --> 00:30:20,980
在这个时间段做你必须做的事

954
00:30:20,980 --> 00:30:21,880
赚你的钱

955
00:30:21,880 --> 00:30:22,740
赚你的钱

956
00:30:22,740 --> 00:30:25,039
因为你不想要错过购买

957
00:30:25,039 --> 00:30:27,200
当市场处于动荡阶段时

958
00:30:27,200 --> 00:30:28,859
比如不不不

959
00:30:28,859 --> 00:30:30,490
我们利用这些时机买入

960
00:30:30,490 --> 00:30:31,490
所以赶紧弄点钱

961
00:30:31,490 --> 00:30:33,150
我永远不想听到这个借口

962
00:30:33,150 --> 00:30:34,049
啊我的钱

963
00:30:34,049 --> 00:30:34,970
去赚点钱

964
00:30:34,970 --> 00:30:35,769
去赚点钱

965
00:30:35,769 --> 00:30:37,900
如果你听到有人用这个借口

966
00:30:38,609 --> 00:30:39,950
我再也没有钱买了

967
00:30:39,950 --> 00:30:40,789
去赚点钱

968
00:30:40,789 --> 00:30:43,630
告诉他告诉他们去赚点钱

969
00:30:43,630 --> 00:30:44,930
相信我那个

970
00:30:44,930 --> 00:30:46,210
钱不会凭空消失

971
00:30:46,210 --> 00:30:47,829
你知道经济中有多少资金

972
00:30:47,829 --> 00:30:49,589
我昨天去了新社区

973
00:30:49,589 --> 00:30:51,710
开车去新房子对吧

974
00:30:51,710 --> 00:30:53,509
天啊那个

975
00:30:53,509 --> 00:30:53,930
你知道的

976
00:30:53,930 --> 00:30:55,589
显然那里的人很有钱

977
00:30:55,589 --> 00:30:58,289
还有那些景观设计什么的

978
00:30:58,289 --> 00:30:59,289
你知道维护工作

979
00:30:59,289 --> 00:31:00,230
这些人拥有这些

980
00:31:00,230 --> 00:31:01,589
这些豪宅和

981
00:31:01,589 --> 00:31:02,250
天啊

982
00:31:02,250 --> 00:31:04,549
有多少人能赚到这么多钱

983
00:31:04,549 --> 00:31:09,150
我花了六万七千美元装满房子的音响和电视

984
00:31:09,150 --> 00:31:11,460
还有新房里的所有高端设备

985
00:31:11,460 --> 00:31:12,220
我被骗了

986
00:31:12,220 --> 00:31:12,440
天啊

987
00:31:12,440 --> 00:31:14,779
我花了六万七千美元买这个

988
00:31:14,779 --> 00:31:15,940
是三个家伙

989
00:31:15,940 --> 00:31:17,679
他们开了三辆卡车

990
00:31:17,679 --> 00:31:18,759
这就是你该知道的

991
00:31:18,759 --> 00:31:19,519
你正在被诈骗

992
00:31:19,519 --> 00:31:21,959
他们三人开着三辆豪华卡车上门

993
00:31:21,959 --> 00:31:22,598
我说兄弟

994
00:31:22,598 --> 00:31:24,199
你们本来可以一起坐同一辆卡车

995
00:31:24,199 --> 00:31:26,038
你们得开三辆不同的卡车啊

996
00:31:26,038 --> 00:31:27,079
或者三辆不同的面包车

997
00:31:27,079 --> 00:31:27,640
我简直

998
00:31:27,640 --> 00:31:30,240
我早就知道在那种情况下会被说成那样

999
00:31:30,240 --> 00:31:32,200
总之去赚点钱吧

1000
00:31:32,200 --> 00:31:32,519
兄弟

1001
00:31:32,519 --> 00:31:33,319
去赚点钱吧

1002
00:31:33,319 --> 00:31:34,920
永远别用这个借口

1003
00:31:34,920 --> 00:31:36,119
第二项好了

1004
00:31:36,119 --> 00:31:38,440
我们来谈谈今天卖出的股票

1005
00:31:38,440 --> 00:31:40,079
百分之百没错

1006
00:31:40,079 --> 00:31:43,079
然后我们再说买入的股票吧

1007
00:31:44,109 --> 00:31:46,750
我做了tslz操作

1008
00:31:46,750 --> 00:31:48,150
这是我的特斯拉对冲策略

1009
00:31:48,150 --> 00:31:53,160
在公开账户的对冲策略上赚了约七千美元

1010
00:31:53,160 --> 00:31:54,839
今天决定退出

1011
00:31:54,839 --> 00:31:57,119
这是我最后部分对冲策略的计划

1012
00:31:57,119 --> 00:32:01,028
我的tlz对冲策略一直如此

1013
00:32:01,028 --> 00:32:01,949
如果你在私密群组里

1014
00:32:01,949 --> 00:32:02,648
你应该清楚这是什么

1015
00:32:02,648 --> 00:32:03,788
如果你不在私密群组

1016
00:32:03,788 --> 00:32:04,588
可能就不清楚这是什么

1017
00:32:04,588 --> 00:32:05,339
但基本上我的

1018
00:32:05,339 --> 00:32:07,980
我对tlz对冲策略的计划是当

1019
00:32:07,980 --> 00:32:10,888
纳斯达克从历史高点下跌超10%

1020
00:32:10,888 --> 00:32:12,229
我就立即退出

1021
00:32:12,229 --> 00:32:13,949
这也是我处理tslz的方式

1022
00:32:13,949 --> 00:32:17,490
这意味着特斯拉股价现在要暴跌了对吧

1023
00:32:17,490 --> 00:32:18,890
特斯拉股价可能涨到两百

1024
00:32:18,890 --> 00:32:20,049
我挺好的

1025
00:32:20,500 --> 00:32:23,880
为什么我不多持有点tlz呢

1026
00:32:23,880 --> 00:32:25,380
我会气得不行

1027
00:32:25,380 --> 00:32:27,380
就像我之前做双重股权和那些操作一样

1028
00:32:27,380 --> 00:32:28,259
我赚了不少钱

1029
00:32:28,259 --> 00:32:31,410
但没长期持有

1030
00:32:31,410 --> 00:32:32,809
别提小叮当了

1031
00:32:32,809 --> 00:32:34,190
我根本不想再想

1032
00:32:34,190 --> 00:32:34,549
好吧

1033
00:32:34,549 --> 00:32:39,230
不过这次对冲收益没达到预期

1034
00:32:39,230 --> 00:32:40,670
我预料到了

1035
00:32:40,670 --> 00:32:42,210
所以我其实

1036
00:32:42,210 --> 00:32:42,930
你知道的

1037
00:32:42,930 --> 00:32:44,549
赚钱的感觉真不错

1038
00:32:44,549 --> 00:32:48,659
主要问题是如果同期做长期持仓

1039
00:32:48,659 --> 00:32:50,219
那些股票都会下跌

1040
00:32:50,219 --> 00:32:50,719
比如

1041
00:32:50,719 --> 00:32:52,659
几乎所有股票都在下跌

1042
00:32:52,659 --> 00:32:55,049
你知道从我开始到现在

1043
00:32:55,049 --> 00:32:55,549
你知道的

1044
00:32:55,549 --> 00:32:56,250
购买这道篱笆

1045
00:32:56,250 --> 00:32:57,769
我有点过早入场了

1046
00:32:57,769 --> 00:33:02,230
如果我等到今年年初或年末再入手

1047
00:33:02,230 --> 00:33:03,150
收益会更好

1048
00:33:03,150 --> 00:33:04,410
但这就是现状

1049
00:33:04,410 --> 00:33:05,789
嗯还是获利了结了

1050
00:33:05,789 --> 00:33:08,009
然后将资金转入其他仓位

1051
00:33:08,009 --> 00:33:09,170
对的，再次提醒

1052
00:33:09,170 --> 00:33:09,930
难道你不

1053
00:33:09,930 --> 00:33:11,329
你知道的

1054
00:33:13,359 --> 00:33:14,400
我不会感到意外

1055
00:33:14,400 --> 00:33:16,099
如果特斯拉今年还会继续下跌

1056
00:33:16,099 --> 00:33:17,980
我不会感到意外

1057
00:33:17,980 --> 00:33:19,940
你清楚我的对冲策略

1058
00:33:19,940 --> 00:33:20,859
如果你经常看我操作

1059
00:33:20,859 --> 00:33:21,980
你知道我喜欢对冲

1060
00:33:21,980 --> 00:33:23,210
尤其是私密群组里

1061
00:33:23,210 --> 00:33:25,170
我喜欢赚更多钱然后离场

1062
00:33:25,170 --> 00:33:26,269
我已经赚到钱了

1063
00:33:26,269 --> 00:33:27,849
赚了大约七千美元

1064
00:33:27,849 --> 00:33:29,890
然后转移到另一侧

1065
00:33:29,890 --> 00:33:32,089
今天买了哪些股票

1066
00:33:32,089 --> 00:33:32,730
嗯

1067
00:33:33,890 --> 00:33:34,329
好的

1068
00:33:34,329 --> 00:33:36,490
我们从哪里开始

1069
00:33:36,490 --> 00:33:36,849
所以

1070
00:33:36,849 --> 00:33:39,910
TLZ 已经在1574点离场

1071
00:33:39,910 --> 00:33:40,369
顺便说一句

1072
00:33:40,369 --> 00:33:41,230
现在已超过16点

1073
00:33:41,230 --> 00:33:43,230
本可以更高价卖出

1074
00:33:43,230 --> 00:33:43,839
没错

1075
00:33:43,839 --> 00:33:44,299
嗯

1076
00:33:44,299 --> 00:33:47,720
我买入了约1334股Fubo

1077
00:33:47,720 --> 00:33:49,279
Foo 是高风险仓位

1078
00:33:49,279 --> 00:33:50,660
显然在公开账户中

1079
00:33:50,660 --> 00:33:52,119
仓位很小

1080
00:33:52,119 --> 00:33:52,599
嗯

1081
00:33:52,599 --> 00:33:54,259
一直遭到抛售

1082
00:33:54,259 --> 00:33:56,559
这个市场没人想持有Fubo

1083
00:33:56,559 --> 00:33:57,750
现在避险情绪浓厚

1084
00:33:57,750 --> 00:33:59,190
没人愿意持有这类股票

1085
00:33:59,190 --> 00:34:00,789
但一旦转向风险

1086
00:34:00,789 --> 00:34:02,009
我认为会有不错表现

1087
00:34:02,009 --> 00:34:03,869
问题是何时重新冒险

1088
00:34:03,869 --> 00:34:04,460
没错

1089
00:34:04,460 --> 00:34:05,079
说实话

1090
00:34:05,079 --> 00:34:06,480
另一个好例子是

1091
00:34:06,480 --> 00:34:06,859
你知道的

1092
00:34:06,859 --> 00:34:07,319
这就是股票

1093
00:34:07,319 --> 00:34:09,000
现在没人想持有

1094
00:34:09,000 --> 00:34:12,969
今天我买入了4600股Honest股票

1095
00:34:12,969 --> 00:34:15,260
HST股价2.88美元

1096
00:34:15,260 --> 00:34:16,400
没人想持有

1097
00:34:16,400 --> 00:34:17,340
你知道的

1098
00:34:17,340 --> 00:34:18,340
买入这类股票

1099
00:34:18,340 --> 00:34:20,429
我们处于超级避险市场

1100
00:34:20,429 --> 00:34:21,869
但作为长期投资者

1101
00:34:21,869 --> 00:34:22,670
我不在意

1102
00:34:22,670 --> 00:34:24,110
Foo预计会表现

1103
00:34:24,110 --> 00:34:25,429
这是一项长期布局

1104
00:34:25,429 --> 00:34:26,590
拭目以待结果如何

1105
00:34:26,590 --> 00:34:27,090
没错

1106
00:34:27,090 --> 00:34:28,068
嗯

1107
00:34:28,068 --> 00:34:29,048
我不在乎

1108
00:34:29,048 --> 00:34:31,728
现在没人想持有风险股

1109
00:34:31,728 --> 00:34:32,188
Honest

1110
00:34:32,188 --> 00:34:33,750
这是长期投资

1111
00:34:33,750 --> 00:34:35,309
我认为Honest今年会涨至5美元以上

1112
00:34:35,309 --> 00:34:36,210
加上五美元

1113
00:34:36,210 --> 00:34:37,769
无论市场状况

1114
00:34:37,769 --> 00:34:38,989
我可能说错了

1115
00:34:38,989 --> 00:34:39,539
咱们看看吧

1116
00:34:39,539 --> 00:34:42,480
但我也在考虑Honest数年后的发展

1117
00:34:42,480 --> 00:34:43,329
所以

1118
00:34:43,329 --> 00:34:43,809
你知道的

1119
00:34:43,809 --> 00:34:43,969
是的

1120
00:34:43,969 --> 00:34:45,369
现在没人想承担风险

1121
00:34:45,369 --> 00:34:47,010
这些股票无法获得动量

1122
00:34:47,010 --> 00:34:47,769
这也没关系

1123
00:34:47,769 --> 00:34:48,250
我不知道

1124
00:34:48,250 --> 00:34:49,429
这就是现状

1125
00:34:49,429 --> 00:34:54,809
Adobe啊，Adobe的股票在这里

1126
00:34:54,809 --> 00:34:56,519
买入了3600股

1127
00:34:56,519 --> 00:34:57,539
240美元一股

1128
00:34:57,539 --> 00:34:58,480
我以这个价格买入

1129
00:34:58,480 --> 00:34:59,960
花费了8600美元

1130
00:34:59,960 --> 00:35:00,320
我是说

1131
00:35:00,320 --> 00:35:01,079
Adobe的股价是

1132
00:35:01,079 --> 00:35:02,039
Adobe的市盈率现在

1133
00:35:02,039 --> 00:35:02,659
Pete现在是多少

1134
00:35:02,659 --> 00:35:03,648
109倍

1135
00:35:03,648 --> 00:35:04,789
简直荒谬

1136
00:35:04,789 --> 00:35:05,389
比如

1137
00:35:05,389 --> 00:35:06,318
你知道的

1138
00:35:06,318 --> 00:35:07,199
咱们看看

1139
00:35:07,199 --> 00:35:07,818
咱们看看

1140
00:35:07,818 --> 00:35:10,059
我认为严重被低估

1141
00:35:10,059 --> 00:35:13,518
时间会验证美国运通的情况

1142
00:35:13,518 --> 00:35:14,760
呃

1143
00:35:14,760 --> 00:35:16,840
能以300美元以下买到股票真是太感谢了

1144
00:35:16,840 --> 00:35:19,539
这只股票，如果这个码头保持在三百以下

1145
00:35:19,539 --> 00:35:22,019
接下来我要尽可能多地买入我手头能拿到的所有股份

1146
00:35:22,019 --> 00:35:23,599
基本上是今年剩下的时间

1147
00:35:23,599 --> 00:35:26,679
这是我短期内不会结束买入计划的股票

1148
00:35:26,679 --> 00:35:28,880
我非常想买入尽可能多的美国运通股份

1149
00:35:28,880 --> 00:35:30,420
只要我手头能拿到的

1150
00:35:30,420 --> 00:35:32,019
只要价格在三百以下

1151
00:35:32,019 --> 00:35:34,340
超过三百仍是长期不错的投资

1152
00:35:34,340 --> 00:35:35,360
现在刚接近三百

1153
00:35:35,360 --> 00:35:36,340
这简直太关键了

1154
00:35:36,340 --> 00:35:37,260
我非常兴奋

1155
00:35:37,260 --> 00:35:41,398
所以我今天又买入了价值七千四百美元的美国运通股票

1156
00:35:41,398 --> 00:35:44,898
欧莱雅今天讨论了十六股

1157
00:35:44,898 --> 00:35:45,478
六十九

1158
00:35:45,478 --> 00:35:46,190
八十八

1159
00:35:46,190 --> 00:35:47,989
那里只是单日一千美元的波动

1160
00:35:47,989 --> 00:35:49,949
我已经持有相当大的欧莱雅仓位

1161
00:35:49,949 --> 00:35:51,510
嗯，这只股票

1162
00:35:51,510 --> 00:35:52,730
任何一百美元以下的

1163
00:35:52,730 --> 00:35:54,239
这个EL我超爱

1164
00:35:54,239 --> 00:35:54,780
我超爱

1165
00:35:54,780 --> 00:35:55,300
给我全部

1166
00:35:55,300 --> 00:35:56,079
你可以给我

1167
00:35:56,079 --> 00:35:56,980
你知道的，一百美元以下

1168
00:35:56,980 --> 00:35:57,820
关于EL

1169
00:35:57,820 --> 00:36:00,250
还有ELF耐克

1170
00:36:00,250 --> 00:36:04,469
今天买入了四十七股，约两万四千美元的变动

1171
00:36:04,469 --> 00:36:05,989
然后是Salesforce CRM

1172
00:36:05,989 --> 00:36:07,789
今天买入了二十五股

1173
00:36:07,789 --> 00:36:09,869
这相当于四万六千美元的变动

1174
00:36:09,869 --> 00:36:10,750
一百八十五美元

1175
00:36:10,750 --> 00:36:12,239
我以那个价格买入了这些股份

1176
00:36:12,239 --> 00:36:15,570
Salesforce耐克

1177
00:36:16,210 --> 00:36:18,909
这些仓位基本已满

1178
00:36:18,909 --> 00:36:23,909
所以我几乎不会再买入Salesforce和耐克EL

1179
00:36:23,909 --> 00:36:26,519
我差不多仓位已满

1180
00:36:26,519 --> 00:36:27,639
美国运通

1181
00:36:27,639 --> 00:36:28,380
另一方面

1182
00:36:28,380 --> 00:36:30,079
只要股价在三百以下

1183
00:36:30,079 --> 00:36:31,719
我将整年持续买入

1184
00:36:31,719 --> 00:36:32,400
嗯

1185
00:36:32,400 --> 00:36:33,440
关键在于

1186
00:36:33,440 --> 00:36:34,599
是否低于三百

1187
00:36:34,599 --> 00:36:35,880
越接近三百以下

1188
00:36:35,880 --> 00:36:38,260
我越重仓买入Adobe

1189
00:36:38,260 --> 00:36:40,480
我也差不多仓位已满Adobe

1190
00:36:40,480 --> 00:36:44,309
所以我应该差不多结束Adobe的买入了

1191
00:36:44,309 --> 00:36:45,730
其实可以再多持有

1192
00:36:45,730 --> 00:36:46,230
说实话

1193
00:36:46,230 --> 00:36:47,079
嗯

1194
00:36:47,079 --> 00:36:48,079
此意并非双关

1195
00:36:48,079 --> 00:36:48,880
然后呃

1196
00:36:48,880 --> 00:36:49,579
Fubo

1197
00:36:49,579 --> 00:36:51,099
Fubo非常投机

1198
00:36:51,099 --> 00:36:52,159
所以如果我再买

1199
00:36:52,159 --> 00:36:53,980
只会少量买入Fubo

1200
00:36:53,980 --> 00:36:57,128
对然后关于TLZ是否会回归

1201
00:36:57,128 --> 00:36:59,449
我通常不喜欢重访我的对冲

1202
00:36:59,449 --> 00:37:00,648
它们就像前任一样

1203
00:37:00,648 --> 00:37:00,929
比如

1204
00:37:00,929 --> 00:37:01,248
你知道的

1205
00:37:01,248 --> 00:37:02,108
你应该放手

1206
00:37:02,108 --> 00:37:02,789
就是这样

1207
00:37:02,789 --> 00:37:03,943
但

1208
00:37:06,829 --> 00:37:08,469
我有点想这么做

1209
00:37:08,469 --> 00:37:12,269
只是觉得股票可能大幅下跌

1210
00:37:12,269 --> 00:37:14,380
当SpaceX上市时

1211
00:37:14,380 --> 00:37:16,500
因为你会有新玩具

1212
00:37:16,500 --> 00:37:19,480
我认为特斯拉在那之前会有大量抛售

1213
00:37:19,480 --> 00:37:22,699
甚至之后一段时间人们会转投SpaceX

1214
00:37:22,699 --> 00:37:26,889
所以但我们会看到可能不会回补

1215
00:37:26,889 --> 00:37:29,789
我可能就让它这样吧

1216
00:37:29,789 --> 00:37:31,869
你必须做出决定

1217
00:37:31,869 --> 00:37:32,449
你可以做出选择

1218
00:37:32,449 --> 00:37:36,039
可能被今年短期波动影响

1219
00:37:36,039 --> 00:37:36,400
对

1220
00:37:36,400 --> 00:37:38,239
可能被市场波动牵着走

1221
00:37:40,800 --> 00:37:42,400
你会被这些事缠住

1222
00:37:42,400 --> 00:37:43,619
然后你会为此担忧

1223
00:37:43,619 --> 00:37:46,900
仅根据今年情况做决定

1224
00:37:46,900 --> 00:37:50,019
对或者尝试布局十年

1225
00:37:50,019 --> 00:37:51,000
由你决定

1226
00:37:51,000 --> 00:37:52,340
这是你的选择

1227
00:37:52,340 --> 00:37:54,190
这里很简单的选择

1228
00:37:54,190 --> 00:37:57,050
我喜欢关注十年后的投资组合

1229
00:37:57,050 --> 00:37:59,219
而非今年的情况

1230
00:37:59,219 --> 00:38:01,139
如果公开持仓显示220万美元

1231
00:38:01,139 --> 00:38:02,039
320万美元

1232
00:38:02,039 --> 00:38:02,920
420万美元

1233
00:38:02,920 --> 00:38:04,480
520万美元今年

1234
00:38:04,480 --> 00:38:06,670
大局无关紧要

1235
00:38:06,670 --> 00:38:08,829
我担心2036年时

1236
00:38:08,829 --> 00:38:11,489
希望公开持仓达2000万美元

1237
00:38:11,489 --> 00:38:12,860
这才是我担心的

1238
00:38:12,860 --> 00:38:14,559
这才是我的关注点

1239
00:38:14,559 --> 00:38:19,119
我希望2036年公开持仓超2000万

1240
00:38:19,119 --> 00:38:22,789
无论现在是2345百万

1241
00:38:23,789 --> 00:38:25,230
大局无关紧要

1242
00:38:25,230 --> 00:38:27,489
我专注于未来十年

1243
00:38:27,489 --> 00:38:29,389
感谢你今天能和我一起观看这个视频

1244
00:38:29,389 --> 00:38:30,710
我希望你能欣赏我

1245
00:38:30,710 --> 00:38:32,010
分享我所有的想法和观点

1246
00:38:32,010 --> 00:38:33,389
和你们一起分享所有这些好东西

1247
00:38:33,389 --> 00:38:35,130
千倍x谈资

1248
00:38:35,130 --> 00:38:36,460
一定要获得那个认证

1249
00:38:36,460 --> 00:38:38,360
现在正在观看这个视频的每一个人

1250
00:38:38,360 --> 00:38:39,900
你需要获得千倍x的权限

1251
00:38:39,900 --> 00:38:41,260
那就是下方的置顶评论

1252
00:38:41,260 --> 00:38:43,090
视频一上线我们就发送协议

1253
00:38:43,929 --> 00:38:45,869
无论是发到你的邮箱还是手机

1254
00:38:45,869 --> 00:38:47,050
无论你想如何接收

1255
00:38:47,050 --> 00:38:47,690
你可以接收它

1256
00:38:47,690 --> 00:38:49,090
那就是下方的置顶评论

1257
00:38:49,090 --> 00:38:50,940
祝你一切顺利，度过美好一天

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