【Financial Education】市场暴跌，我今天疯狂抄底！！

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你得翻我的煎饼了

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看看这里这些动作

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女士们先生们

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原油今日上涨10%

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VIX指数今日上涨约10%

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商品指数正在飙升

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接近5%的波动

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我们必须讨论市场动向

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视频顶部这些股票

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等我们看完这些内容

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我今天在这里做了大动作

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我来告诉你这些动作

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为什么我会这么做

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看完这些内容之后

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今天我们要讨论第三件事

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我想回应这个视频

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逢低买入

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还是不逢低买入

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好的

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我们还有很多要讲

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我只需要你们

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请快速点个赞

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点个赞

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点赞图标

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这对我来说意义重大

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请订阅频道

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另外

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好的

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各位朋友们

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嗯

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我们马上开始

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呃

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原油

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我说啊

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看看这五日走势

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看看这五日走势

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你从未见过这样的

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从没见过像这样 Woo

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我敢肯定现在没人看我们

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原油在经历了两三天五日上涨后

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肯定在某个时间发生过

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但这不是常态

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这种情况几乎从不发生

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而且

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中东总是有戏剧性事件

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当局势升级时

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油价会疯狂波动

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这种情况至今仍存在

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简直难以置信

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五日内上涨两到三百分比

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但我想向你们展示股票市场中最可怕的图表

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这个简直令人毛骨悚然

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看看这个，很多人可能不知道

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除非你长期虔诚地关注我的频道

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那你应该知道这是什么

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但接下来的内容会更吓人

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看一下gsg今年以来的表现

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这是一个大宗商品篮子

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商品指数

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它上涨了28.5%

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这简直毁灭性

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这意味着即将到来的变化

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这里充斥着大量通胀

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物价只会继续上涨

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我说啊

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你们明白的

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就这么简单

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没错

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而原油是其中重要组成部分

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美国各地油价已飙升

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现在

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我说啊

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这

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接下来几周还会更糟

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我们将面临人们需要支付

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我估计下周每加仑要多付50到70美分

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比上周多付的

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是的

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没错

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仅仅两周时间

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下周要支付的金额

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与上周支付的对比

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每加仑额外增加50到70美分

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这不是小数目

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这个数字非常巨大

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通常不会看到

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而像曾经在该行业工作的人

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你们知道的

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比如加油站管理

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对吧

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你很少见到

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两周内上涨50到70%

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几乎翻倍

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甚至15到20美分都很大

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但50到70美分涨幅

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天啊

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这太疯狂了

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加油站将不得不提价

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简直疯狂

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现在

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好的

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这就是外面发生的事情

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看涨与看跌期权比率

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今天我和我的私人股票小组讨论了这个

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顺便说一句

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如果你想申请加入我的私人股票小组

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获取所有独家视频

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课程体系

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Discord

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聊天权限

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千倍杠杆权限

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今天我会将此作为置顶评论放在那里

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你可以申请加入我们

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但我和我的私人小组讨论了几件事

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其中一个是我和他们谈到

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看涨与看跌期权比率

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你们可能需要跟踪这个指标

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它只是让你

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你知道的

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人们是不是慌了

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他们现在是否大量买入看跌期权，通常人们总是来晚了

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谈到看涨与看跌期权比率时

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他们开始买入看跌期权

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但往往已经太迟了

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我给你们举个很好的例子

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看这里

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看涨与看跌期权比率在四月时有多疯狂

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对吧

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看涨与看跌期权比率飙升

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简直疯狂

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顺便说一句

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如果看涨与看跌期权比率超过1，高于0.8就算高

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极高是高于0.9

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而疯狂则是高于1

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本质上因为通常人们应该多买看涨期权

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市场上涨时

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通常应该更多买入看涨期权

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看跌期权

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当比率超过1时

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大家都在买入看跌期权

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但看看这个

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四月大家都在买入看跌期权，明显来晚了

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一大群来晚的人

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市场早已在四月十日左右见底

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四月十二日

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大概在这个时候

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我们来看纳斯达克一年走势图

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纳斯达克在这里见底

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四月八日

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而人们仍在买入看跌期权

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他们刚刚开始大量买入认沽期权

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就像前一周那样

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然后继续大量买入认沽期权

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而市场早已见底并开始反弹

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所以请记住这一点

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通常人们在买入认沽期权时总是姗姗来迟

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他们根本看不到未来的趋势

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如果你看到认沽

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认购比率突然飙升

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就知道大概率处于底部

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而非顶部行情

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Igvis 今天实际上在上涨

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这非常反常因为IgV一直表现疲软

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极其疲软

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但显然已见底并开始回升

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尽管市场整体非常弱势

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没错

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我们正在观察纳斯达克指数

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我认为已从历史高点下跌超6%

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嗯

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还没触及

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接近从历史高点下跌6%

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但似乎还未完全到位

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关于TLT的情况也在下跌

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这里很有趣

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日线图显示下跌约1%

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道琼斯

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指数

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工业平均指数下跌

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啊

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520点

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天啊

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太惊人了

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罗素指数下跌约2%

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比特币下跌

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以太坊下跌

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这些其实表现稳健

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看看这是什么

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究竟发生了什么

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星球指数今天大幅上涨

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哦你知道原因

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油价上涨了

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他们认为这是汽油

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但这不是普通汽油

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好吧

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但

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星球指数上涨

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TLT

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今天明显上涨

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这个对冲策略表现相当出色

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现在服务

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现在查看服务

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这股票走势强劲吗

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天啊

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这股票在五日线时非常疲软

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上涨了14%

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这个近期见底了

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大概在igb见底时

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从底部反弹已涨18%

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是的

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不错

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目前有3%的波动

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呃

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Palantir保持强势

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这完全得益于igv

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表现更好对吧

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Palantir可归类为许多saas公司

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类似类型企业

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但除此之外

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你知道的

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显然这是防御性投资

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因此人们同时出于这两方面买入

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这也是该股当前的良好动量

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AMD其实令人意外

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今日该股呈绿色

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鉴于纳斯达克下跌约1%

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你会认为AMD会下跌

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呃

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但该股表现稳健

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货架精灵

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现在绝佳买入时机

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低于百元即可入手

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Elf值得买入

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同样值得买入

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该股25元

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财务报表极佳

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资产负债表健康

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很少有人谈论这点

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但这是一只优质股票

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今日Adobe值得买入

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亚马逊永远值得投资

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长期投资者

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短期持有需注意波动

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我非常看好这只股票

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这是我的主要持仓

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今天刚在其中一个投资组合中增持

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如果不是我的投资组合

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实际上

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我参加了电话会议

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从未听过发布会的电话会议

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所以我昨晚听了它

252
00:07:56,360 --> 00:07:57,420
还有x股票点

253
00:07:57,420 --> 00:07:58,009
com

254
00:07:59,379 --> 00:08:03,800
关于百事分销网络整合的精彩电话会议

255
00:08:03,800 --> 00:08:06,319
与Alani和Rockstar一起

256
00:08:06,319 --> 00:08:09,230
同时也在讨论利润率

257
00:08:09,230 --> 00:08:10,550
从大约4%

258
00:08:10,550 --> 00:08:12,500
提升到7%区间

259
00:08:12,500 --> 00:08:14,540
他们谈论的是短期内

260
00:08:14,540 --> 00:08:16,079
比如接下来几个季度

261
00:08:16,079 --> 00:08:19,079
应该能在短期内达到低50%水平

262
00:08:19,079 --> 00:08:20,879
长期目标是中50%水平

263
00:08:20,879 --> 00:08:23,610
关于这家公司的毛利率

264
00:08:23,610 --> 00:08:24,769
所以Celsius

265
00:08:24,769 --> 00:08:26,850
我真的很喜欢这里的发展

266
00:08:26,850 --> 00:08:27,730
真的非常喜欢

267
00:08:27,730 --> 00:08:29,329
这就是那种股票

268
00:08:29,329 --> 00:08:30,129
听着兄弟

269
00:08:30,129 --> 00:08:35,340
有时候你需要一只不必过度担忧的股票

270
00:08:35,340 --> 00:08:39,339
如果你因为股价波动而焦虑

271
00:08:39,339 --> 00:08:40,278
哇

272
00:08:40,278 --> 00:08:41,578
你需要好好反思

273
00:08:41,578 --> 00:08:43,318
你可能不适合这个游戏

274
00:08:43,318 --> 00:08:43,698
好的

275
00:08:43,698 --> 00:08:45,538
如果这让你感到压力

276
00:08:46,330 --> 00:08:47,850
像Celsius这样的股票

277
00:08:47,850 --> 00:08:49,450
想想商业模式

278
00:08:50,570 --> 00:08:52,480
他们卖能量饮料

279
00:08:52,480 --> 00:08:54,759
不会被

280
00:08:54,759 --> 00:08:56,210
AI轻易颠覆

281
00:08:56,210 --> 00:08:56,889
好的

282
00:08:56,889 --> 00:08:57,710
你知道的

283
00:08:57,710 --> 00:08:59,029
中东局势动荡

284
00:08:59,029 --> 00:09:00,230
油价上涨

285
00:09:00,230 --> 00:09:00,509
好的

286
00:09:00,509 --> 00:09:01,389
这可能导致

287
00:09:01,389 --> 00:09:02,070
你知道的

288
00:09:02,070 --> 00:09:02,529
嗯

289
00:09:02,529 --> 00:09:05,110
短期内油价上涨

290
00:09:05,110 --> 00:09:06,470
导致短期

291
00:09:06,470 --> 00:09:07,149
你知道的

292
00:09:07,149 --> 00:09:12,659
可能增加美国境内运输成本

293
00:09:12,659 --> 00:09:13,820
对吧

294
00:09:13,820 --> 00:09:14,200
好的

295
00:09:14,200 --> 00:09:14,690
比如

296
00:09:14,690 --> 00:09:16,649
这些都是短期因素

297
00:09:16,649 --> 00:09:19,809
关键是打造一个能持续十年

298
00:09:19,809 --> 00:09:21,730
二十年、三十年、五十年的头脑

299
00:09:21,730 --> 00:09:24,649
没错，这就是饮料公司的目标

300
00:09:24,649 --> 00:09:25,688
你要考虑Monster

301
00:09:25,688 --> 00:09:26,889
你觉得会想到红牛吗

302
00:09:26,889 --> 00:09:27,249
我的意思是

303
00:09:27,249 --> 00:09:28,729
这些公司自成立以来

304
00:09:28,729 --> 00:09:29,308
你知道的

305
00:09:29,308 --> 00:09:29,889
红牛

306
00:09:29,889 --> 00:09:30,940
真的九十年代

307
00:09:30,940 --> 00:09:33,730
然后是约2002年的怪兽品牌

308
00:09:33,730 --> 00:09:36,870
这些品牌如今随处可见

309
00:09:36,870 --> 00:09:40,789
因此 Celsius 正在通过 Celsius Alani 追求相同目标

310
00:09:40,789 --> 00:09:42,940
他们同时还拥有 Rockstar 品牌

311
00:09:42,940 --> 00:09:45,220
这是一项长期稳定的布局

312
00:09:45,220 --> 00:09:47,700
你知道有时候你只需要一些抗压的股票

313
00:09:47,700 --> 00:09:49,879
Celsius 在股价表现上是否如此

314
00:09:49,879 --> 00:09:50,919
Celsius 太疯狂了

315
00:09:50,919 --> 00:09:52,240
这股票简直疯狂

316
00:09:52,240 --> 00:09:52,600
比如

317
00:09:52,600 --> 00:09:55,080
让我调出 Celsius 股票的一年走势图

318
00:09:55,080 --> 00:09:55,799
看看这个

319
00:09:55,799 --> 00:09:57,820
这只股票曾跌至2.5美元

320
00:09:57,820 --> 00:09:59,019
就在过去一年

321
00:09:59,019 --> 00:09:59,759
对吧

322
00:09:59,759 --> 00:10:00,299
呃

323
00:10:00,299 --> 00:10:01,360
2.5美元

324
00:10:01,360 --> 00:10:05,159
今日股价曾高达64美元

325
00:10:05,159 --> 00:10:06,299
现在43美元

326
00:10:06,299 --> 00:10:09,298
股价波动堪称戏剧化

327
00:10:09,298 --> 00:10:11,219
但商业模式并非如此

328
00:10:11,219 --> 00:10:12,578
他们只是稳健执行

329
00:10:12,578 --> 00:10:14,558
现在买入耐克是个好选择

330
00:10:14,558 --> 00:10:16,818
PayPal 57美元

331
00:10:16,818 --> 00:10:18,440
我们最近多次讨论过这个

332
00:10:18,440 --> 00:10:19,820
我的表现却举步维艰

333
00:10:19,820 --> 00:10:21,480
大家关注的是贬值数据

334
00:10:21,480 --> 00:10:23,159
这些数据将在未来几个季度显现

335
00:10:23,159 --> 00:10:25,620
美国运通现在值得买入

336
00:10:25,620 --> 00:10:27,039
美国运通约300美元

337
00:10:27,039 --> 00:10:32,200
尤其是能以低于300美元的价格入手时

338
00:10:32,200 --> 00:10:33,440
但如果跌至百元以下

339
00:10:33,440 --> 00:10:34,620
那就是绝佳买入时机

340
00:10:34,620 --> 00:10:35,679
欧莱雅

341
00:10:35,679 --> 00:10:37,299
欧莱雅股价低于百元时

342
00:10:37,299 --> 00:10:38,879
欧莱雅同样值得投资

343
00:10:38,879 --> 00:10:39,580
芝士蛋糕工厂

344
00:10:39,580 --> 00:10:40,340
60美元

345
00:10:40,340 --> 00:10:41,940
这也是绝佳投资

346
00:10:41,940 --> 00:10:43,039
我也看好 Honest Tea

347
00:10:43,039 --> 00:10:44,279
今日报价282美元

348
00:10:44,279 --> 00:10:46,240
Honest Tea 仍属2美元特价品

349
00:10:46,240 --> 00:10:50,080
在2美元区间入手是超值交易

350
00:10:50,080 --> 00:10:51,460
对于零售交易者

351
00:10:51,460 --> 00:10:53,309
投资者类型股票

352
00:10:53,909 --> 00:10:54,950
你知道一点红

353
00:10:54,950 --> 00:10:56,870
但他们实际上并没有表现稳健

354
00:10:56,870 --> 00:10:58,850
我的意思是这些股票已经严重受损

355
00:10:58,850 --> 00:11:01,379
这就是它们已经严重受损的事实

356
00:11:01,379 --> 00:11:03,759
今天查看科技股观察列表

357
00:11:03,759 --> 00:11:05,019
穆公司受到重创

358
00:11:05,019 --> 00:11:06,860
服务行业中最糟糕的

359
00:11:06,860 --> 00:11:08,938
现在是最佳服务时机

360
00:11:08,938 --> 00:11:10,058
这些的SaaS讨论

361
00:11:10,058 --> 00:11:11,259
我的潜在买入

362
00:11:11,259 --> 00:11:11,839
观察列表

363
00:11:11,839 --> 00:11:12,940
看看这个

364
00:11:12,940 --> 00:11:14,679
碧欧泉与身体之物

365
00:11:14,679 --> 00:11:17,840
这家公司显然需要运输大量肥皂

366
00:11:17,840 --> 00:11:19,799
乳液和香烛遍布各地

367
00:11:19,799 --> 00:11:23,019
而这家正遭受重创

368
00:11:23,019 --> 00:11:27,049
因为这可能短期内影响利润率

369
00:11:27,049 --> 00:11:30,289
但这些东西今天还在明天就没了

370
00:11:30,289 --> 00:11:30,929
你知道的

371
00:11:30,929 --> 00:11:31,429
哦

372
00:11:31,429 --> 00:11:34,259
汽油价格六个月后大幅上涨

373
00:11:34,259 --> 00:11:35,320
油价可能会大幅下跌

374
00:11:35,320 --> 00:11:37,299
我们知道十二个月或两年后

375
00:11:37,299 --> 00:11:38,889
就像全天候

376
00:11:39,210 --> 00:11:40,789
今天存在明天消失

377
00:11:40,789 --> 00:11:42,889
公司才能长久生存

378
00:11:42,889 --> 00:11:44,490
但看看碧欧泉与身体之物

379
00:11:44,490 --> 00:11:45,129
四P

380
00:11:45,129 --> 00:11:45,250
M

381
00:11:45,250 --> 00:11:46,509
股价在七元左右

382
00:11:46,509 --> 00:11:47,549
天啊

383
00:11:47,549 --> 00:11:49,450
价格相当便宜对吧

384
00:11:49,450 --> 00:11:50,350
很难买到这个

385
00:11:50,350 --> 00:11:53,159
如果你今天以二十美元买入碧欧泉

386
00:11:53,159 --> 00:11:55,899
未来两三年很难受挫

387
00:11:55,899 --> 00:11:58,179
一切皆有可能对吧

388
00:11:58,580 --> 00:12:00,379
但我觉得这只股票抗跌

389
00:12:00,379 --> 00:12:02,139
未来两三年内

390
00:12:02,139 --> 00:12:04,340
我们可以讨论上涨空间

391
00:12:04,340 --> 00:12:05,639
能否涨到二十五

392
00:12:05,639 --> 00:12:06,299
能否涨到三十

393
00:12:06,299 --> 00:12:07,799
能否涨到四十在未来

394
00:12:07,799 --> 00:12:08,139
你知道的

395
00:12:08,139 --> 00:12:09,870
两三年内尚可商榷

396
00:12:09,870 --> 00:12:12,370
但未来两三年内受挫

397
00:12:12,370 --> 00:12:13,110
是的

398
00:12:13,110 --> 00:12:13,509
呃

399
00:12:13,509 --> 00:12:14,070
Fubo

400
00:12:14,070 --> 00:12:15,669
这只持续低迷

401
00:12:15,669 --> 00:12:16,690
但他只是在等待

402
00:12:16,690 --> 00:12:17,289
你知道的

403
00:12:17,289 --> 00:12:18,169
数字在

404
00:12:18,169 --> 00:12:19,210
你有更多的数据

405
00:12:19,210 --> 00:12:21,460
与他们即将加入的公司相关

406
00:12:21,460 --> 00:12:23,120
Rh 下降到145

407
00:12:23,120 --> 00:12:24,259
我非常感兴趣

408
00:12:24,259 --> 00:12:27,019
Rh 继续一路降到唐人街

409
00:12:27,019 --> 00:12:27,799
这就是那个

410
00:12:27,799 --> 00:12:29,200
你知道的

411
00:12:29,200 --> 00:12:30,000
你知道的

412
00:12:30,000 --> 00:12:31,539
汽油价格上涨这么多

413
00:12:31,539 --> 00:12:33,360
肯定会非常负面影响

414
00:12:33,360 --> 00:12:33,740
Rh

415
00:12:33,740 --> 00:12:35,139
这毫无疑问

416
00:12:35,139 --> 00:12:35,620
我是说

417
00:12:35,620 --> 00:12:40,729
这家公司必须在全球运输大量货物

418
00:12:41,210 --> 00:12:42,509
不好

419
00:12:42,509 --> 00:12:43,490
不好

420
00:12:44,570 --> 00:12:45,090
是的

421
00:12:45,090 --> 00:12:45,809
你知道的

422
00:12:45,809 --> 00:12:48,730
他们的家具又大又重

423
00:12:50,039 --> 00:12:50,980
所以是的

424
00:12:50,980 --> 00:12:52,639
60美元以下的漩涡

425
00:12:52,639 --> 00:12:56,340
这也是需要全球运输大型货物的公司

426
00:12:56,340 --> 00:12:59,230
对洗衣机、干衣机、冰箱和烤箱

427
00:12:59,230 --> 00:13:00,029
以及所有这些设备

428
00:13:00,029 --> 00:13:01,289
所以这个在60美元以下

429
00:13:01,289 --> 00:13:02,909
确实让我非常感兴趣

430
00:13:02,909 --> 00:13:03,990
我不知道啊伙计

431
00:13:03,990 --> 00:13:06,950
我可能下个月开始在这只股票建仓

432
00:13:06,950 --> 00:13:10,210
我可能正在认真考虑

433
00:13:10,210 --> 00:13:13,000
它们被严重打压

434
00:13:13,000 --> 00:13:16,960
所以我可能开始在这两只股票建仓

435
00:13:16,960 --> 00:13:19,700
顺便希望你们喜欢所有股票分析

436
00:13:19,700 --> 00:13:20,240
呃

437
00:13:20,240 --> 00:13:22,620
罗宾汉78号很吸引人

438
00:13:22,620 --> 00:13:23,200
我是说

439
00:13:23,200 --> 00:13:24,440
这不是我想买的股票

440
00:13:24,440 --> 00:13:26,129
但不得不说这不错

441
00:13:26,129 --> 00:13:28,409
价格在80美元以下，15股

442
00:13:28,409 --> 00:13:30,070
这个对我来说挺有意思的

443
00:13:30,070 --> 00:13:32,110
哦我喜欢摄氏度F42

444
00:13:32,110 --> 00:13:33,568
哦对啊

445
00:13:33,568 --> 00:13:37,440
而这些大多是常见嫌疑对象

446
00:13:37,440 --> 00:13:39,460
今天的房地产股票

447
00:13:39,460 --> 00:13:41,299
这些股票正在遭受打击

448
00:13:41,299 --> 00:13:43,320
大宗商品大幅上涨

449
00:13:43,320 --> 00:13:43,600
它们确实

450
00:13:43,600 --> 00:13:49,090
这显然不利于房地产相关领域

451
00:13:49,090 --> 00:13:49,629
好的

452
00:13:49,629 --> 00:13:52,429
那我们就到这里结束了

453
00:13:52,429 --> 00:13:52,970
好的

454
00:13:52,970 --> 00:13:55,600
现在让我们谈谈股票

455
00:13:55,600 --> 00:13:57,820
我今天卖出的股票或持有的仓位

456
00:13:57,820 --> 00:13:59,019
我们来谈谈大额买入

457
00:13:59,019 --> 00:14:00,889
我提前行动了效果不错

458
00:14:00,889 --> 00:14:03,970
让我给大家展示一下这个

459
00:14:03,970 --> 00:14:04,940
好的

460
00:14:04,940 --> 00:14:06,279
所以这是

461
00:14:06,279 --> 00:14:06,580
呃

462
00:14:06,580 --> 00:14:08,779
我持有的TLZ仓位之一

463
00:14:08,779 --> 00:14:10,980
我在公开持仓中有一批股票

464
00:14:10,980 --> 00:14:12,328
里面有两个批次

465
00:14:12,328 --> 00:14:13,828
这是其中之一

466
00:14:13,828 --> 00:14:15,328
这批我是在2月11日买入的

467
00:14:15,328 --> 00:14:16,328
不到一个月前

468
00:14:16,328 --> 00:14:17,408
赚了十二美元

469
00:14:17,408 --> 00:14:21,740
我说今天要退出这一批TLZ

470
00:14:21,740 --> 00:14:25,980
这大概是一个接近五万美元的仓位

471
00:14:25,980 --> 00:14:28,970
我暂时持有这批

472
00:14:28,970 --> 00:14:29,870
我正在观察

473
00:14:29,870 --> 00:14:33,419
如果回调超过10%至历史高点

474
00:14:33,419 --> 00:14:34,600
目前我们处于六点附近

475
00:14:34,600 --> 00:14:35,519
请记住这一点

476
00:14:35,519 --> 00:14:38,360
我可能会退出剩余的TLZ仓位

477
00:14:38,360 --> 00:14:39,480
我不打算持有

478
00:14:39,480 --> 00:14:39,639
比如

479
00:14:39,639 --> 00:14:41,399
市场下跌20%

480
00:14:41,399 --> 00:14:42,200
或30%

481
00:14:42,200 --> 00:14:43,480
虽然这种情况可能发生

482
00:14:43,480 --> 00:14:44,960
但我不为此持有

483
00:14:44,960 --> 00:14:46,399
如果能回撤10%

484
00:14:46,399 --> 00:14:47,190
我就满意了

485
00:14:47,190 --> 00:14:48,509
这方面我没问题

486
00:14:48,509 --> 00:14:50,870
今天我卖掉了整个批次

487
00:14:50,870 --> 00:14:55,110
获得约3.8万美元收益

488
00:14:55,110 --> 00:14:59,570
今天我最终做了这件事

489
00:14:59,570 --> 00:15:01,539
顺便说一下这是整个公开账户

490
00:15:01,539 --> 00:15:02,820
这次我发布了

491
00:15:02,820 --> 00:15:04,019
再次点击追踪

492
00:15:04,019 --> 00:15:06,059
如果你想每周跟踪我的操作

493
00:15:06,059 --> 00:15:07,360
你可以获得访问权限

494
00:15:07,360 --> 00:15:07,879
内部

495
00:15:07,879 --> 00:15:08,679
我的私有股票群组

496
00:15:08,679 --> 00:15:09,559
这将被置顶

497
00:15:09,559 --> 00:15:11,879
在下方评论申请加入

498
00:15:11,879 --> 00:15:13,870
不妨看看

499
00:15:13,870 --> 00:15:16,509
我知道我买入了大量美国

500
00:15:16,509 --> 00:15:17,090
快递公司的股票

501
00:15:17,090 --> 00:15:18,690
一大批

502
00:15:18,690 --> 00:15:19,620
是的

503
00:15:19,620 --> 00:15:21,379
我喜欢最大化

504
00:15:21,379 --> 00:15:23,620
我今年可以加注美运

505
00:15:23,620 --> 00:15:24,649
开玩笑了

506
00:15:24,649 --> 00:15:28,450
我可以将美运建造成百上千美元的仓位

507
00:15:28,450 --> 00:15:30,409
我长期看好这家公司

508
00:15:30,409 --> 00:15:32,860
这是一只抗压股

509
00:15:32,860 --> 00:15:35,179
就股价短期走势而言

510
00:15:35,179 --> 00:15:37,460
谁知道会怎样呢

511
00:15:37,460 --> 00:15:41,669
但就公司抗压性而言美运

512
00:15:41,669 --> 00:15:42,470
你开什么玩笑

513
00:15:42,470 --> 00:15:43,830
你开什么玩笑

514
00:15:43,830 --> 00:15:45,669
如此抗压的股票

515
00:15:45,669 --> 00:15:47,789
单论商业模式太棒了

516
00:15:47,789 --> 00:15:50,730
公司护城河如此坚固

517
00:15:50,730 --> 00:15:51,679
就像

518
00:15:51,679 --> 00:15:53,690
我爱这家公司

519
00:15:53,690 --> 00:15:54,769
我真的这么觉得

520
00:15:54,769 --> 00:15:56,529
我想将其建造成大仓位

521
00:15:56,529 --> 00:15:57,490
有些公司

522
00:15:57,490 --> 00:15:59,570
可以轻松建造成大仓位

523
00:15:59,570 --> 00:16:02,568
长期持有五到十年十五年

524
00:16:02,568 --> 00:16:06,369
耐克也是其中之一说到耐克

525
00:16:06,369 --> 00:16:08,548
今天我又重仓买入耐克

526
00:16:08,548 --> 00:16:10,149
我知道这只股现在很不受宠

527
00:16:10,149 --> 00:16:12,299
现在没人想持有耐克股票

528
00:16:13,080 --> 00:16:16,019
我认为未来五到十五年会表现良好

529
00:16:16,019 --> 00:16:18,860
这也是我可以长期持有的股票

530
00:16:18,860 --> 00:16:21,269
我认为这会为我带来丰厚收益

531
00:16:21,269 --> 00:16:23,250
我认为会支付大量股息

532
00:16:23,250 --> 00:16:26,730
未来五到十年股价将大幅上涨

533
00:16:26,730 --> 00:16:28,339
嗯

534
00:16:28,859 --> 00:16:30,058
这会是个好故事

535
00:16:30,058 --> 00:16:31,938
这就是总结

536
00:16:31,938 --> 00:16:34,058
今天我还增持了Honest公司

537
00:16:34,058 --> 00:16:37,679
整体提升Honest仓位

538
00:16:37,679 --> 00:16:38,860
是的

539
00:16:38,860 --> 00:16:39,159
我说啊

540
00:16:39,159 --> 00:16:41,000
你知道我们这个组合有很多潜力股

541
00:16:41,000 --> 00:16:42,859
上涨558%

542
00:16:42,859 --> 00:16:44,658
上涨77%

543
00:16:44,658 --> 00:16:46,139
亚马逊上涨52%

544
00:16:46,139 --> 00:16:47,750
这不算太夸张

545
00:16:47,750 --> 00:16:48,190
呃

546
00:16:48,190 --> 00:16:49,730
Salesforce现在回本了

547
00:16:49,730 --> 00:16:50,649
芝士蛋糕工厂

548
00:16:50,649 --> 00:16:52,269
这还没算分红呢

549
00:16:52,269 --> 00:16:55,110
这些股票涨幅已超40%

550
00:16:55,110 --> 00:16:56,909
赛乐斯上涨74%

551
00:16:56,909 --> 00:16:58,289
D彩票还不错

552
00:16:58,289 --> 00:16:59,090
百分之三十四

553
00:16:59,090 --> 00:17:01,019
帕兰蒂上涨两百倍

554
00:17:01,019 --> 00:17:02,519
服务现在已回升

555
00:17:02,519 --> 00:17:04,140
这里我们有两一组合

556
00:17:04,140 --> 00:17:06,598
两一那个在飞

557
00:17:06,598 --> 00:17:08,558
苏拉上涨124%

558
00:17:08,558 --> 00:17:09,878
精灵上涨一千倍

559
00:17:09,878 --> 00:17:11,618
谷歌麦当劳上涨90%

560
00:17:11,618 --> 00:17:13,578
罗维尔斯上涨130%

561
00:17:13,578 --> 00:17:13,979
是的

562
00:17:13,979 --> 00:17:15,538
我觉得我们没问题

563
00:17:15,538 --> 00:17:18,558
最终我们会安然无恙

564
00:17:18,558 --> 00:17:21,430
就像股市短期波动

565
00:17:21,430 --> 00:17:22,609
这就是短期的表现

566
00:17:22,609 --> 00:17:23,828
这像场戏剧

567
00:17:23,828 --> 00:17:26,308
但要专注优质公司

568
00:17:26,308 --> 00:17:28,000
这类股票

569
00:17:28,000 --> 00:17:29,180
我认为会很出色

570
00:17:29,180 --> 00:17:30,079
我的赚钱利器

571
00:17:30,079 --> 00:17:30,940
未来几年

572
00:17:30,940 --> 00:17:31,900
它们被严重低估

573
00:17:31,900 --> 00:17:32,519
现在

574
00:17:32,519 --> 00:17:33,359
像耐克这样的股票

575
00:17:33,359 --> 00:17:34,240
像美国运通这样的股票

576
00:17:34,240 --> 00:17:37,500
甚至像这类股票，我认为未来几年能赚大钱

577
00:17:37,500 --> 00:17:38,559
我可能错了

578
00:17:38,559 --> 00:17:39,220
没关系

579
00:17:39,220 --> 00:17:40,279
这就是生意成本

580
00:17:40,279 --> 00:17:41,500
我觉得最终是对的

581
00:17:41,500 --> 00:17:44,279
就像我常对的那样

582
00:17:44,279 --> 00:17:48,230
还有税务方面

583
00:17:48,230 --> 00:17:49,569
税务官喜欢我

584
00:17:49,569 --> 00:17:52,000
看看这个看看

585
00:17:52,400 --> 00:17:53,819
我已经提取了

586
00:17:53,819 --> 00:17:55,339
我们处于三月初

587
00:17:55,339 --> 00:17:57,900
我已经提取了三百五十

588
00:17:57,900 --> 00:17:59,559
五千美元

589
00:17:59,559 --> 00:18:02,970
公开账户2026年收益

590
00:18:02,970 --> 00:18:04,609
天啊

591
00:18:04,609 --> 00:18:09,190
去年利润是五十万

592
00:18:09,190 --> 00:18:10,829
六十万利润入账

593
00:18:10,829 --> 00:18:12,069
公开账户处理

594
00:18:12,069 --> 00:18:13,990
天啊

595
00:18:14,390 --> 00:18:17,000
税务官会爱我吗

596
00:18:17,000 --> 00:18:18,279
哦是的

597
00:18:18,279 --> 00:18:19,299
确实赚了点钱

598
00:18:19,299 --> 00:18:19,599
好吧

599
00:18:19,599 --> 00:18:21,160
我们继续评论这个视频

600
00:18:21,160 --> 00:18:22,359
逢低买入还是不买

601
00:18:22,359 --> 00:18:23,230
逢低买入

602
00:18:23,230 --> 00:18:27,190
我认为核心问题仍是是否应该逢低吸纳

603
00:18:27,190 --> 00:18:31,180
正如我们所知这些时刻充满波动性

604
00:18:31,180 --> 00:18:31,359
真有趣

605
00:18:31,359 --> 00:18:32,160
这是昨天的

606
00:18:32,160 --> 00:18:33,210
原油价格在

607
00:18:33,210 --> 00:18:33,609
你知道的

608
00:18:33,609 --> 00:18:34,210
现在是79美元

609
00:18:34,210 --> 00:18:34,930
已经涨到89了

610
00:18:34,930 --> 00:18:35,710
说变就变

611
00:18:35,710 --> 00:18:36,549
一天后

612
00:18:36,549 --> 00:18:37,349
天啊

613
00:18:37,349 --> 00:18:37,990
甚至还没两天

614
00:18:37,990 --> 00:18:38,730
四小时后

615
00:18:40,009 --> 00:18:43,098
我们知道它们往往不会变得更糟

616
00:18:43,098 --> 00:18:43,838
好的

617
00:18:43,838 --> 00:18:49,190
因此我建议这些时刻可能令许多人陷入瘫痪

618
00:18:49,190 --> 00:18:50,750
也可能带来机会

619
00:18:52,069 --> 00:18:52,980
你怎么看

620
00:18:52,980 --> 00:18:54,500
我觉得你的投资期限是多久

621
00:18:54,500 --> 00:18:56,480
没错投资者需要问的就是这个问题

622
00:18:56,480 --> 00:18:57,700
你的投资期限是多久

623
00:18:57,700 --> 00:18:58,859
而所谓逢低

624
00:18:58,859 --> 00:19:01,019
我们有很多领域可以逢低吸纳

625
00:19:01,019 --> 00:19:02,420
你想买软件股的逢低机会吗

626
00:19:02,420 --> 00:19:04,079
你想买金融股的逢低机会吗

627
00:19:04,079 --> 00:19:06,279
你想买韩国股的逢低机会吗

628
00:19:06,279 --> 00:19:07,160
私募信贷股的逢低机会

629
00:19:07,160 --> 00:19:08,839
因此有很多机会

630
00:19:08,839 --> 00:19:09,559
韩国股逢低

631
00:19:09,559 --> 00:19:10,680
没有私募信贷股逢低

632
00:19:10,680 --> 00:19:11,920
没有金融股逢低

633
00:19:11,920 --> 00:19:12,960
没有SaaS股逢低

634
00:19:12,960 --> 00:19:14,480
哦对啊

635
00:19:14,480 --> 00:19:16,759
而标普指数今年仍持平

636
00:19:16,759 --> 00:19:18,819
我认为等权重策略上涨了约5%

637
00:19:18,819 --> 00:19:21,990
因此我认为尤其在软件领域

638
00:19:22,390 --> 00:19:24,109
软件ETF

639
00:19:24,109 --> 00:19:26,430
这些股票图表走势完全相同

640
00:19:26,430 --> 00:19:28,450
这说明存在大量机会

641
00:19:28,450 --> 00:19:29,009
在那里

642
00:19:29,009 --> 00:19:31,999
我也认为金融板块是另一个机会

643
00:19:31,999 --> 00:19:35,089
因此我认为有很多领域可以布局

644
00:19:35,089 --> 00:19:37,809
并通过一些被低估的个股

645
00:19:37,809 --> 00:19:38,609
比如说

646
00:19:38,609 --> 00:19:42,838
其基本面并未匹配当前股价

647
00:19:42,838 --> 00:19:45,118
我们将分析各板块的走势

648
00:19:45,118 --> 00:19:46,990
因为它们今日值得关注

649
00:19:46,990 --> 00:19:48,730
我喜欢你提供的背景信息

650
00:19:48,730 --> 00:19:52,250
在这样的时刻背景比什么都重要

651
00:19:52,250 --> 00:19:55,930
今年的股价下跌了2个百分点

652
00:19:55,930 --> 00:19:57,430
所以我们已经跑了很远

653
00:19:57,430 --> 00:19:58,970
但我们却毫无进展

654
00:19:58,970 --> 00:20:02,390
当我们审视当前背景时该怎么做

655
00:20:04,329 --> 00:20:08,319
而我们意识到国内形势依然良好

656
00:20:08,319 --> 00:20:09,819
直到这种情况改变之前

657
00:20:09,819 --> 00:20:13,400
为何要对遥远的事物做出反应

658
00:20:13,400 --> 00:20:15,859
即使这件事很严重

659
00:20:15,859 --> 00:20:18,730
她刚才提出了一个绝佳观点

660
00:20:18,730 --> 00:20:20,930
这是我现在要提醒所有观众注意的

661
00:20:20,930 --> 00:20:22,329
我认为这是个重大问题

662
00:20:22,329 --> 00:20:24,390
如果你想在未来几年赚钱或不赚钱

663
00:20:24,390 --> 00:20:24,650
好的

664
00:20:24,650 --> 00:20:25,970
你知道这是怎么回事

665
00:20:25,970 --> 00:20:26,809
她说

666
00:20:26,809 --> 00:20:28,950
你的投资期限是多久

667
00:20:28,950 --> 00:20:30,449
你的投资期限是多久

668
00:20:30,449 --> 00:20:33,808
如果你认为未来一个月能买到最佳股票

669
00:20:33,808 --> 00:20:34,828
接下来三个月

670
00:20:34,828 --> 00:20:36,890
六个月完全赌一把

671
00:20:36,890 --> 00:20:37,829
谁知道呢

672
00:20:37,829 --> 00:20:38,529
呃

673
00:20:38,529 --> 00:20:39,049
你知道的

674
00:20:39,049 --> 00:20:42,019
谁知道呢，可能发生很多事情

675
00:20:42,019 --> 00:20:43,259
或许原油涨到一百美元

676
00:20:43,259 --> 00:20:44,960
或许原油涨到一百二十美元

677
00:20:44,960 --> 00:20:46,500
导致市场崩盘

678
00:20:46,500 --> 00:20:47,519
在短期内

679
00:20:47,519 --> 00:20:48,388
没错

680
00:20:48,388 --> 00:20:49,709
谁知道呢

681
00:20:49,709 --> 00:20:52,589
但如果你有长期投资视野

682
00:20:52,589 --> 00:20:54,460
今天是个绝佳买入时机

683
00:20:54,460 --> 00:20:55,880
明天也会是绝佳机会

684
00:20:55,880 --> 00:20:57,119
昨天就是绝佳时机

685
00:20:57,119 --> 00:20:57,779
没错

686
00:20:57,779 --> 00:20:58,980
这是绝佳交易

687
00:20:58,980 --> 00:21:00,180
你在市场中积极参与

688
00:21:00,180 --> 00:21:02,279
你的投资期限是多久

689
00:21:02,279 --> 00:21:04,299
我的看法是

690
00:21:04,299 --> 00:21:06,900
我现在看到市场中有很多机会

691
00:21:06,900 --> 00:21:09,888
并不意味着所有股票都已见底

692
00:21:09,888 --> 00:21:12,588
不过软件股似乎已触底

693
00:21:12,588 --> 00:21:17,609
除非纳斯达克再大幅下跌

694
00:21:17,609 --> 00:21:19,769
但我看到很多机会

695
00:21:19,769 --> 00:21:21,130
我有长期投资视野

696
00:21:21,130 --> 00:21:22,490
我着眼多年

697
00:21:22,490 --> 00:21:23,789
这才是正确视角

698
00:21:23,789 --> 00:21:25,309
这总让我感到困扰

699
00:21:25,309 --> 00:21:27,859
当新投资者进入市场

700
00:21:27,859 --> 00:21:29,138
尤其是年轻人

701
00:21:29,138 --> 00:21:32,179
你们对这些股票这么不耐烦，还惊慌失措

702
00:21:32,179 --> 00:21:32,999
他们正在恐慌

703
00:21:32,999 --> 00:21:34,298
他们简直就像你知道的

704
00:21:34,298 --> 00:21:34,878
哦

705
00:21:34,878 --> 00:21:36,159
大脑都快炸了

706
00:21:36,159 --> 00:21:37,118
我说兄弟

707
00:21:37,118 --> 00:21:38,618
你有充足的时间在你这边

708
00:21:38,618 --> 00:21:39,818
就像你担心的

709
00:21:39,818 --> 00:21:42,390
你知道因为你买了股票现在下跌了

710
00:21:42,390 --> 00:21:44,730
你知道自从你上个月买入以来已经跌了7%

711
00:21:44,730 --> 00:21:45,450
而我说

712
00:21:45,450 --> 00:21:46,069
你知道

713
00:21:46,069 --> 00:21:47,490
你需要专注于未来的增长

714
00:21:47,490 --> 00:21:49,650
你知道未来几年这只股票会翻倍

715
00:21:49,650 --> 00:21:51,009
你到底在关注什么

716
00:21:51,009 --> 00:21:52,450
你关注的都是错误的东西对吧

717
00:21:52,450 --> 00:21:53,559
总之

718
00:21:53,559 --> 00:21:54,799
你知道

719
00:21:55,000 --> 00:21:55,480
是啊

720
00:21:55,480 --> 00:21:58,240
你的投资期限至关重要

721
00:21:58,240 --> 00:21:59,779
所以如果你问我

722
00:21:59,779 --> 00:22:04,430
你应该恐慌并抛售吗

723
00:22:04,430 --> 00:22:04,710
不知道

724
00:22:04,710 --> 00:22:06,329
我会说不

725
00:22:06,329 --> 00:22:06,589
不

726
00:22:06,589 --> 00:22:07,289
那不是

727
00:22:07,289 --> 00:22:08,799
当然这不是问题

728
00:22:08,799 --> 00:22:10,079
你应该恐慌

729
00:22:10,079 --> 00:22:10,380
好吧

730
00:22:10,380 --> 00:22:11,279
我我呃

731
00:22:11,279 --> 00:22:11,880
特朗普先生

732
00:22:11,880 --> 00:22:12,839
当然

733
00:22:12,839 --> 00:22:14,799
市场展望未来

734
00:22:14,799 --> 00:22:16,440
市场经历过

735
00:22:16,440 --> 00:22:16,730
它

736
00:22:21,940 --> 00:22:23,859
总体而言

737
00:22:24,180 --> 00:22:26,039
如果你过几个月再看

738
00:22:27,900 --> 00:22:33,000
并恢复到之前的水平

739
00:22:33,000 --> 00:22:35,529
这又是另一个例子

740
00:22:35,529 --> 00:22:38,609
我们经历了一次爆炸

741
00:22:38,609 --> 00:22:40,970
字面和隐喻上

742
00:22:40,970 --> 00:22:45,069
市场进入某种

743
00:22:45,069 --> 00:22:46,690
天啊阶段

744
00:22:46,690 --> 00:22:48,130
但就是这样

745
00:22:48,130 --> 00:22:49,910
现在几天过去了

746
00:22:49,910 --> 00:22:51,750
公司正在发布财报

747
00:22:51,750 --> 00:22:53,730
博通公布了良好业绩

748
00:22:53,730 --> 00:22:55,289
还有英伟达

749
00:22:55,289 --> 00:22:58,970
还有人讨论他们芯片的销售渠道

750
00:22:58,970 --> 00:23:00,509
以及这些芯片将如何应用

751
00:23:00,509 --> 00:23:02,970
软布里斯托克股被过度抛售

752
00:23:02,970 --> 00:23:04,589
而人们开始买入它们

753
00:23:04,589 --> 00:23:12,339
非软件或重工业等板块略显过热

754
00:23:12,339 --> 00:23:14,019
因此人们开始卖出这些股票

755
00:23:14,019 --> 00:23:15,259
这就是我的操作方式

756
00:23:15,259 --> 00:23:17,500
你其实已经回答了我的问题

757
00:23:17,500 --> 00:23:18,539
某种程度上来说

758
00:23:18,539 --> 00:23:20,700
当你谈到

759
00:23:20,700 --> 00:23:22,019
除非存在某种

760
00:23:22,019 --> 00:23:22,279
哦

761
00:23:22,279 --> 00:23:24,480
天啊时刻

762
00:23:24,480 --> 00:23:25,720
当你想到

763
00:23:25,720 --> 00:23:28,259
在这样的时刻有哪些关键时刻

764
00:23:28,259 --> 00:23:28,880
没错

765
00:23:28,880 --> 00:23:30,740
是否是油价冲到百点

766
00:23:30,740 --> 00:23:32,559
这是否可行

767
00:23:32,559 --> 00:23:35,049
现在必须开始考虑通胀图景

768
00:23:35,049 --> 00:23:37,529
以及对经济的连锁影响

769
00:23:37,529 --> 00:23:38,930
和所有相关

770
00:23:38,930 --> 00:23:43,650
显然会受油价大幅上涨影响的事项

771
00:23:43,650 --> 00:23:45,789
霍尔木兹海峡被封锁

772
00:23:45,789 --> 00:23:47,589
或船只实际遭袭

773
00:23:47,589 --> 00:23:49,829
或改变局势的事件

774
00:23:49,829 --> 00:23:54,970
我的核心观点和问题在于x即x

775
00:23:54,970 --> 00:23:56,849
你是否会后退观察

776
00:23:56,849 --> 00:24:01,220
并认为这些时刻蕴含巨大机会

777
00:24:01,220 --> 00:24:04,200
对长期投资者而言

778
00:24:04,200 --> 00:24:07,449
像我们节目大多数观众

779
00:24:07,449 --> 00:24:12,429
尽管策略各有不同

780
00:24:12,429 --> 00:24:13,209
当然

781
00:24:13,209 --> 00:24:16,148
这也是我热爱主动投资经理的原因

782
00:24:16,148 --> 00:24:18,509
因为我现在可以深入分析

783
00:24:18,509 --> 00:24:19,848
举个绝佳例子

784
00:24:19,848 --> 00:24:23,940
几天前我们向国际组合新增五个持仓

785
00:24:23,940 --> 00:24:25,259
并非五个新持仓

786
00:24:25,259 --> 00:24:28,380
我们从国际组合中增加了五个仓位

787
00:24:28,380 --> 00:24:30,519
两个尚未持有这些股票的账户

788
00:24:30,519 --> 00:24:36,269
鉴于国际股市过去一年三个月累计上涨40%

789
00:24:36,269 --> 00:24:39,730
我们一直谨慎全面买入整个组合

790
00:24:39,730 --> 00:24:41,269
但某天醒来

791
00:24:41,269 --> 00:24:44,769
发现组合中股票下跌7%

792
00:24:44,769 --> 00:24:46,609
且完全无关

793
00:24:46,609 --> 00:24:50,490
与霍尔木兹海峡事件无直接关联

794
00:24:50,490 --> 00:24:51,210
因此我们新增

795
00:24:51,210 --> 00:24:52,138
威立雅环境

796
00:24:52,138 --> 00:24:53,038
本田汽车

797
00:24:53,038 --> 00:24:53,939
北欧斯安银行

798
00:24:53,939 --> 00:24:54,479
関西

799
00:24:54,479 --> 00:24:55,118
スイーティハウス

800
00:24:55,118 --> 00:24:55,740
えっと

801
00:24:55,740 --> 00:24:58,380
それらは追加するのに素晴らしいアイデアだ

802
00:24:58,380 --> 00:24:58,819
彼らが落ち込んでいる時

803
00:24:58,819 --> 00:25:00,500
だからプロデューサーに全てを伝えて

804
00:25:00,500 --> 00:25:01,460
だから彼らにすみません

805
00:25:01,460 --> 00:25:02,259
数日前のことでした

806
00:25:02,259 --> 00:25:04,619
国際展開について話すつもりはなかったと思ってた

807
00:25:04,740 --> 00:25:05,339
すみません

808
00:25:05,339 --> 00:25:05,900
知らなかったよ

809
00:25:05,900 --> 00:25:08,880
既存のポジションをポートフォリオに追加する

810
00:25:08,880 --> 00:25:11,680
画面に私たちの視聴者向けの情報を表示できるように

811
00:25:11,680 --> 00:25:13,079
あなたがそれらを速く話したから

812
00:25:13,079 --> 00:25:13,920
もう一度言っておくよ

813
00:25:13,920 --> 00:25:14,079
うん

814
00:25:14,079 --> 00:25:14,480
もう一度やってみて

815
00:25:14,480 --> 00:25:16,490
オーエー・ホンダ・モーター

816
00:25:16,490 --> 00:25:16,970
関西

817
00:25:16,970 --> 00:25:17,450
スイーティハウス

818
00:25:17,450 --> 00:25:19,849
ノーデア銀行とDHLがもう一つ

819
00:25:19,849 --> 00:25:22,339
だから活用できて嬉しい

820
00:25:22,339 --> 00:25:24,059
そして株式インカム戦略では

821
00:25:24,059 --> 00:25:24,759
私が言いました

822
00:25:24,759 --> 00:25:25,019
了解

823
00:25:25,019 --> 00:25:26,660
コロンビア銀行の株を持っている人は誰？

824
00:25:26,660 --> 00:25:28,230
その会社は問題ない

825
00:25:28,230 --> 00:25:31,470
そこで機会を見極められる

826
00:25:31,470 --> 00:25:32,910
でも私も好きだ

827
00:25:32,910 --> 00:25:35,269
そこに機会はある

828
00:25:35,269 --> 00:25:35,960
どこで？

829
00:25:35,960 --> 00:25:37,460
去年の話なら

830
00:25:37,460 --> 00:25:40,400
セクター別に今年は二極化が進んでる

831
00:25:40,400 --> 00:25:41,839
さらに深刻な感じがする

832
00:25:41,839 --> 00:25:45,049
日用品は13%上昇

833
00:25:45,049 --> 00:25:47,670
消費材は年間4%下落

834
00:25:47,670 --> 00:25:49,089
これらの全てのセクターでは

835
00:25:49,089 --> 00:25:51,888
大幅な変動が見られる

836
00:25:51,888 --> 00:25:52,288
さて

837
00:25:52,288 --> 00:25:54,868
ソフトウェア側はあまり重視してない

838
00:25:54,868 --> 00:25:56,249
ソフトウェア分野では

839
00:25:56,249 --> 00:25:58,898
その分野を熟知しているなら

840
00:25:58,898 --> 00:26:01,278
そこで機会が生まれている

841
00:26:01,278 --> 00:26:04,059
今日の新興機会は特定できない

842
00:26:04,059 --> 00:26:06,599
国際市場を熟知しているなら

843
00:26:06,599 --> 00:26:07,059
できる

844
00:26:07,059 --> 00:26:09,380
いくつかは問題ないと思う

845
00:26:09,380 --> 00:26:12,230
国際株についてどう思う？

846
00:26:12,230 --> 00:26:15,890
ソフトウェア国際株の好きな銘柄は？

847
00:26:15,890 --> 00:26:16,910
あまり好きじゃない

848
00:26:16,910 --> 00:26:19,609
嗯，我们公司里机会实在太多了

849
00:26:19,609 --> 00:26:22,049
我们公司里机会实在太多了

850
00:26:22,049 --> 00:26:22,869
这简直荒谬

851
00:26:22,869 --> 00:26:24,500
所以你知道的

852
00:26:24,500 --> 00:26:26,200
如果我想玩互联网

853
00:26:26,200 --> 00:26:27,900
从国际视角来看

854
00:26:27,900 --> 00:26:29,440
我会选择美国公司

855
00:26:29,440 --> 00:26:30,569
比如

856
00:26:30,569 --> 00:26:31,549
威诺酒店集团

857
00:26:31,549 --> 00:26:32,309
威诺酒店集团

858
00:26:32,309 --> 00:26:33,930
这是一家非常国际化的公司对吧

859
00:26:33,930 --> 00:26:36,279
他们在拉斯维加斯有自己的物业

860
00:26:36,279 --> 00:26:38,099
吸引了很多国际人士

861
00:26:38,099 --> 00:26:40,690
没错，但他们还在澳门有三家物业

862
00:26:40,690 --> 00:26:42,450
现在正在中东建设新项目

863
00:26:42,450 --> 00:26:44,569
现在没人想在中东投资

864
00:26:44,569 --> 00:26:45,829
那边局势动荡

865
00:26:45,829 --> 00:26:47,210
但他们仍在建设那个项目

866
00:26:47,210 --> 00:26:53,619
如果我想接触国际高净值客户

867
00:26:53,619 --> 00:26:55,059
那些居住在国外的人

868
00:26:55,059 --> 00:26:56,200
嗯，是的

869
00:26:56,200 --> 00:26:57,920
我觉得像威诺酒店这样的股票

870
00:26:57,920 --> 00:26:59,319
对吧，嗯

871
00:26:59,319 --> 00:27:00,099
你知道的

872
00:27:00,099 --> 00:27:03,880
显然很多大科技公司从欧洲赚了很多钱

873
00:27:03,880 --> 00:27:06,119
甚至从整个亚洲地区

874
00:27:06,119 --> 00:27:06,640
没错

875
00:27:06,640 --> 00:27:09,089
这就是我的看法

876
00:27:09,089 --> 00:27:10,210
通常不值得

877
00:27:10,210 --> 00:27:13,470
我唯一持有的纯国际股票

878
00:27:13,470 --> 00:27:19,450
我相信是Shopify，Shopify的业务板块完全不行

879
00:27:19,450 --> 00:27:20,890
通常这些公司

880
00:27:20,890 --> 00:27:22,359
都不够优秀

881
00:27:22,359 --> 00:27:22,799
嗯

882
00:27:22,799 --> 00:27:25,900
说实话现在就是这样

883
00:27:25,900 --> 00:27:27,440
说到我最喜欢的SaaS股

884
00:27:27,440 --> 00:27:28,230
听着

885
00:27:28,230 --> 00:27:29,990
Salesforce、ServiceNow

886
00:27:29,990 --> 00:27:32,549
Adobe这些老牌公司

887
00:27:32,549 --> 00:27:36,460
我认为它们在该领域风险收益比最佳

888
00:27:36,460 --> 00:27:38,200
这只是我个人观点

889
00:27:38,200 --> 00:27:38,619
好的

890
00:27:38,619 --> 00:27:41,339
我也在关注一些网络安全概念股

891
00:27:41,339 --> 00:27:43,638
我们拭目以待

892
00:27:43,638 --> 00:27:47,558
我不认为人们真的了解软件

893
00:27:47,558 --> 00:27:51,619
但建议任何自称了解的人

894
00:27:51,619 --> 00:27:52,720
其实并不了解

895
00:27:52,720 --> 00:27:54,940
因为几乎不可能完全掌握

896
00:27:54,940 --> 00:27:58,460
AI将如何颠覆软件行业

897
00:27:58,460 --> 00:28:01,140
有些公司会面临严重问题

898
00:28:01,140 --> 00:28:03,019
他们将受到严重损害

899
00:28:03,019 --> 00:28:04,400
其他人可能不会

900
00:28:04,400 --> 00:28:05,900
我们仍在努力理清

901
00:28:05,900 --> 00:28:06,500
辨别各方身份

902
00:28:06,500 --> 00:28:09,259
并确定这些公司属于哪一类

903
00:28:09,259 --> 00:28:11,680
我认为在软件领域罗伯特·史密斯

904
00:28:11,680 --> 00:28:12,059
谁

905
00:28:12,059 --> 00:28:12,460
但没错

906
00:28:12,460 --> 00:28:13,420
创立了维斯塔公司对吧

907
00:28:13,420 --> 00:28:13,579
是的

908
00:28:13,579 --> 00:28:14,819
我们发现他一直在那里

909
00:28:14,819 --> 00:28:15,779
他发布了一段视频

910
00:28:15,779 --> 00:28:16,299
前几天

911
00:28:16,299 --> 00:28:18,809
我觉得这非常非常有逻辑性

912
00:28:18,809 --> 00:28:21,828
他指出确实需要改变座位基础

913
00:28:21,828 --> 00:28:23,308
因为让我们先假设这一点

914
00:28:23,308 --> 00:28:24,648
我们将拥有更少的座位

915
00:28:24,648 --> 00:28:26,009
在更多代理的情况下

916
00:28:26,009 --> 00:28:27,588
所以你会说

917
00:28:27,588 --> 00:28:28,909
那么

918
00:28:28,909 --> 00:28:29,369
嗯

919
00:28:29,369 --> 00:28:32,569
我认为这是因为计算成本确实存在

920
00:28:32,569 --> 00:28:35,349
因此转向以工作量为基础的模式

921
00:28:35,349 --> 00:28:36,069
而不是十个人

922
00:28:36,069 --> 00:28:36,940
现在只有五个人

923
00:28:36,940 --> 00:28:38,619
这五个人承担更多工作

924
00:28:38,619 --> 00:28:41,240
猜猜这些工作需要计算资源成本

925
00:28:41,240 --> 00:28:43,380
此外我认为最有趣的是

926
00:28:43,380 --> 00:28:43,900
是

927
00:28:43,900 --> 00:28:48,109
他说企业数据中不到1%

928
00:28:48,109 --> 00:28:50,769
比如我公司的数据或埃克森的数据

929
00:28:50,769 --> 00:28:55,269
或任何公司的数据实际上正在被用于AI训练

930
00:28:55,269 --> 00:28:56,890
目前主要只是互联网数据

931
00:28:56,890 --> 00:28:58,150
这就是机会所在

932
00:28:58,150 --> 00:29:00,049
我也认为确实

933
00:29:00,049 --> 00:29:01,740
也许这些软件公司

934
00:29:01,740 --> 00:29:03,680
未来的市盈率

935
00:29:03,680 --> 00:29:05,019
可能需要更低

936
00:29:05,019 --> 00:29:05,440
对

937
00:29:05,440 --> 00:29:06,339
它们需要保持低位

938
00:29:06,339 --> 00:29:07,240
这就是现状

939
00:29:07,240 --> 00:29:07,779
对

940
00:29:07,779 --> 00:29:11,019
它们正在重新评估

941
00:29:11,019 --> 00:29:16,609
该行业未来五到十年的收入增长方向

942
00:29:16,609 --> 00:29:18,309
这就是回调的核心

943
00:29:18,309 --> 00:29:19,000
对

944
00:29:19,000 --> 00:29:20,460
所以重点在于

945
00:29:20,460 --> 00:29:25,599
我认为叙事可能与潜在基本面脱节

946
00:29:25,599 --> 00:29:28,240
因为当你听Salesforce财报时再次

947
00:29:28,240 --> 00:29:28,759
我买入了

948
00:29:28,759 --> 00:29:31,940
我卖掉它是因为我实在无法理解

949
00:29:31,940 --> 00:29:34,019
就像我们提出的问题

950
00:29:34,019 --> 00:29:37,400
但我认为当你聆听这些软件公司的财报

951
00:29:37,400 --> 00:29:39,220
它们依然表现优异

952
00:29:39,220 --> 00:29:41,059
所以如果你降低它们的估值倍数

953
00:29:41,059 --> 00:29:42,140
它们不会跌至零

954
00:29:42,140 --> 00:29:43,940
而我持有Zoom股票

955
00:29:43,940 --> 00:29:45,000
我能完全理解

956
00:29:45,000 --> 00:29:46,039
整天都在Zoom上

957
00:29:46,039 --> 00:29:48,059
我认为下行空间不大

958
00:29:48,059 --> 00:29:49,259
我认为有不错的上涨空间

959
00:29:49,259 --> 00:29:50,880
但必须单独分析

960
00:29:50,880 --> 00:29:52,400
因为我刚才在节目开头说过

961
00:29:52,400 --> 00:29:53,640
所有这些股票

962
00:29:53,640 --> 00:29:55,200
图表看起来一模一样

963
00:29:55,200 --> 00:29:56,759
但它们是完全不同的公司

964
00:29:56,759 --> 00:29:57,900
团队

965
00:29:57,900 --> 00:30:02,470
让我们看看Zoom的走势并了解情况

966
00:30:02,470 --> 00:30:03,890
还记得它曾是多么耀眼

967
00:30:03,890 --> 00:30:06,670
我估计疫情时Zoom股价曾达500美元

968
00:30:06,670 --> 00:30:07,829
一个座位

969
00:30:08,740 --> 00:30:09,819
所以Zoom

970
00:30:10,819 --> 00:30:13,519
嗯是的

971
00:30:13,519 --> 00:30:15,119
营收表现良好

972
00:30:15,119 --> 00:30:16,019
略有增长

973
00:30:16,019 --> 00:30:17,990
利润率看起来不错且

974
00:30:17,990 --> 00:30:18,410
嗯

975
00:30:18,410 --> 00:30:18,650
是的

976
00:30:18,650 --> 00:30:18,809
是的

977
00:30:18,809 --> 00:30:19,730
利润率非常出色

978
00:30:20,890 --> 00:30:23,869
公司整体净利率大幅提升

979
00:30:23,869 --> 00:30:24,609
嗯

980
00:30:24,609 --> 00:30:26,019
每股收益

981
00:30:28,200 --> 00:30:29,740
看起来相当稳健

982
00:30:29,740 --> 00:30:30,559
嗯

983
00:30:30,559 --> 00:30:31,900
自由现金流表现良好

984
00:30:31,900 --> 00:30:34,140
每股自由现金流也不错

985
00:30:34,140 --> 00:30:36,619
运营现金流表现良好

986
00:30:36,619 --> 00:30:37,980
营业利润表现良好

987
00:30:37,980 --> 00:30:38,680
对于Zoom而言

988
00:30:38,680 --> 00:30:42,140
让我们从估值角度分析

989
00:30:42,989 --> 00:30:43,388
嗯

990
00:30:47,469 --> 00:30:49,909
前11倍市盈率

991
00:30:49,909 --> 00:30:50,148
市

992
00:30:50,148 --> 00:30:51,028
股价的市盈率

993
00:30:51,028 --> 00:30:51,669
还不错

994
00:30:52,949 --> 00:30:53,229
你知道的

995
00:30:53,229 --> 00:30:54,628
它并不最吸引人

996
00:30:54,628 --> 00:30:54,888
没错

997
00:30:54,888 --> 00:30:55,308
就像这样

998
00:30:55,308 --> 00:30:56,650
我只是不知道

999
00:30:56,650 --> 00:30:59,890
我更宁愿选择像销售力这样的服务公司

1000
00:30:59,890 --> 00:31:00,170
现在

1001
00:31:00,170 --> 00:31:03,130
未来几年你们会获得更好的增长

1002
00:31:03,130 --> 00:31:04,450
比如像Zoom这样的公司

1003
00:31:04,450 --> 00:31:05,869
是否需要支付更高的估值倍数

1004
00:31:05,869 --> 00:31:06,539
是的

1005
00:31:06,539 --> 00:31:07,019
确实需要

1006
00:31:07,019 --> 00:31:11,420
但你能获得比Zoom高得多的增速

1007
00:31:11,420 --> 00:31:14,499
作为乔纳森·克林奇，拥有更多产品可销售

1008
00:31:14,499 --> 00:31:18,779
这使它作为商业体比Zoom更具多元化

1009
00:31:18,779 --> 00:31:24,400
另一个问题是软件股大幅下跌是否已出清

1010
00:31:24,400 --> 00:31:28,279
该领域已出现一些稳定性

1011
00:31:28,279 --> 00:31:28,759
众所周知

1012
00:31:28,759 --> 00:31:31,920
IVS一周上涨7.5%

1013
00:31:31,920 --> 00:31:33,359
网络安全股表现强劲

1014
00:31:33,359 --> 00:31:34,279
Palantir股价上涨

1015
00:31:34,279 --> 00:31:36,039
布赖恩刚才提到一些SaaS公司

1016
00:31:36,039 --> 00:31:36,980
比如Salesforce

1017
00:31:36,980 --> 00:31:38,319
Snowflake股价上涨

1018
00:31:38,319 --> 00:31:38,759
嗯

1019
00:31:38,759 --> 00:31:39,839
我们观察了ServiceNow

1020
00:31:39,839 --> 00:31:44,220
这些我们反复讨论过的公司名称

1021
00:31:44,220 --> 00:31:46,960
而且大部分时候都是负面观点

1022
00:31:47,529 --> 00:31:48,250
是这样吗

1023
00:31:48,250 --> 00:31:48,849
是否见底

1024
00:31:48,849 --> 00:31:50,650
你认为是微软吗

1025
00:31:50,650 --> 00:31:52,029
如果你想加入这个讨论

1026
00:31:52,029 --> 00:31:52,349
当然

1027
00:31:52,349 --> 00:31:53,710
看看这张图表

1028
00:31:53,710 --> 00:31:56,138
我们每天展示一年的数据

1029
00:31:56,138 --> 00:32:02,549
这就是我们需要回答的重要问题

1030
00:32:02,549 --> 00:32:07,660
让我们比较旧经济股与新经济股的表现

1031
00:32:07,660 --> 00:32:09,660
我称之为新经济股

1032
00:32:09,660 --> 00:32:11,339
尽管微软并非新经济

1033
00:32:11,339 --> 00:32:13,339
但包括其他公司

1034
00:32:13,339 --> 00:32:19,180
这里有一张图表显示

1035
00:32:19,180 --> 00:32:20,579
这是旧经济股

1036
00:32:20,579 --> 00:32:23,539
我列举了多个相关名称

1037
00:32:23,539 --> 00:32:24,460
比如卡特彼勒

1038
00:32:24,460 --> 00:32:24,819
德事

1039
00:32:24,819 --> 00:32:25,180
艾默生

1040
00:32:25,180 --> 00:32:26,539
伊顿流体

1041
00:32:26,539 --> 00:32:27,259
嗯

1042
00:32:27,259 --> 00:32:30,319
这些股票的平均市盈率

1043
00:32:30,319 --> 00:32:33,319
平均市盈率为三十倍

1044
00:32:33,319 --> 00:32:36,480
并给予良好的盈利增长预期

1045
00:32:36,480 --> 00:32:42,240
今年预计增长11.1%，明年17.1%

1046
00:32:42,240 --> 00:32:44,779
然后我们分析新经济

1047
00:32:44,779 --> 00:32:46,250
更软的股票

1048
00:32:46,250 --> 00:32:47,109
例如像

1049
00:32:47,109 --> 00:32:48,329
他们在哪里交易

1050
00:32:48,329 --> 00:32:49,990
二十一是那个

1051
00:32:49,990 --> 00:32:51,670
所以这些零食已经降价很多

1052
00:32:51,670 --> 00:32:53,170
九倍市盈率及其增长率

1053
00:32:53,170 --> 00:32:58,659
这些数字是我从以往估算中调整后的

1054
00:32:58,659 --> 00:33:01,838
它们仍在以快于传统经济的速度增长

1055
00:33:01,838 --> 00:33:06,150
我不知道这上涨是否过度

1056
00:33:06,150 --> 00:33:07,690
确实增长很快

1057
00:33:07,690 --> 00:33:09,630
或者这下跌是否过度

1058
00:33:09,630 --> 00:33:10,690
我们知道增长很快

1059
00:33:10,690 --> 00:33:16,789
但看来现在存在这种失衡

1060
00:33:16,789 --> 00:33:20,349
这些病态股票被过度炒作

1061
00:33:21,348 --> 00:33:21,788
是的

1062
00:33:21,788 --> 00:33:23,749
说句实话

1063
00:33:23,749 --> 00:33:26,430
那些股票

1064
00:33:26,430 --> 00:33:32,759
这些传统经济股票本不该如此交易

1065
00:33:32,759 --> 00:33:33,420
你知道的

1066
00:33:33,420 --> 00:33:34,779
看看微软这样的公司

1067
00:33:34,779 --> 00:33:35,220
没错

1068
00:33:35,220 --> 00:33:37,900
现在股票价格非常便宜

1069
00:33:37,900 --> 00:33:39,640
相比以往支付的价格

1070
00:33:39,640 --> 00:33:40,000
我意思是

1071
00:33:40,000 --> 00:33:42,390
大家早已习惯

1072
00:33:42,390 --> 00:33:45,230
为微软支付三十倍以上市盈率

1073
00:33:45,230 --> 00:33:48,429
现在却以二十几的低价购入

1074
00:33:48,429 --> 00:33:51,588
这对微软非常引人注目

1075
00:33:51,588 --> 00:33:54,269
该公司仍保持强劲增长

1076
00:33:54,269 --> 00:33:55,920
强劲增长

1077
00:33:55,920 --> 00:33:58,440
所以市盈率二三十倍

1078
00:33:58,440 --> 00:34:01,609
这对微软来说很合理

1079
00:34:01,609 --> 00:34:03,210
非常合理

1080
00:34:03,210 --> 00:34:06,630
在微软这类股票中需注意

1081
00:34:06,630 --> 00:34:08,030
必须承认

1082
00:34:08,030 --> 00:34:10,159
这是最佳机会吗

1083
00:34:10,159 --> 00:34:13,400
这就是千x股票网的对比功能

1084
00:34:13,400 --> 00:34:18,608
我们将微软与元宇宙和二号

1085
00:34:18,608 --> 00:34:20,648
对比亚马逊这样的公司

1086
00:34:20,648 --> 00:34:24,000
对的，这就是

1087
00:34:24,000 --> 00:34:25,400
这是好狗还是好谈

1088
00:34:25,400 --> 00:34:27,840
这就是我为何钟爱千x对比功能

1089
00:34:27,840 --> 00:34:28,760
如需使用此功能

1090
00:34:28,760 --> 00:34:30,380
下方有固定评论

1091
00:34:30,380 --> 00:34:32,739
点击加入我们

1092
00:34:32,739 --> 00:34:34,659
微软前向市盈率二十三

1093
00:34:34,659 --> 00:34:36,978
但看元宇宙二十一

1094
00:34:36,978 --> 00:34:40,090
而元宇宙增长非常强劲

1095
00:34:40,090 --> 00:34:42,750
看当前年预期营收增长元宇宙在

1096
00:34:42,750 --> 00:34:43,250
你知道的

1097
00:34:43,250 --> 00:34:45,789
约二十几左右

1098
00:34:45,789 --> 00:34:48,570
当萨先生的数字接近百分之十六时

1099
00:34:48,570 --> 00:34:50,940
这就是你开始考虑的地方

1100
00:34:50,940 --> 00:34:52,800
你更想要微软吗

1101
00:34:52,800 --> 00:34:54,280
还是更想要像Meta这样的公司

1102
00:34:54,280 --> 00:34:54,719
没错

1103
00:34:54,719 --> 00:34:56,940
我当然更倾向Meta

1104
00:34:56,940 --> 00:34:59,980
然后看看亚马逊的情况，比如

1105
00:34:59,980 --> 00:35:00,719
更高的前向市盈率

1106
00:35:00,719 --> 00:35:04,148
P二七倍但亚马逊仍有很大空间

1107
00:35:04,148 --> 00:35:08,028
我认为他们未来有最大的每股收益增长空间

1108
00:35:08,028 --> 00:35:09,730
你知道在未来五到十年

1109
00:35:09,730 --> 00:35:12,090
像Meta这样的公司或微软这样的公司

1110
00:35:12,090 --> 00:35:13,710
这就是需要记住的关键点

1111
00:35:13,710 --> 00:35:14,070
好的

1112
00:35:14,070 --> 00:35:15,550
各位一如既往感谢大家的参与

1113
00:35:15,550 --> 00:35:16,690
感谢订阅频道

1114
00:35:16,690 --> 00:35:17,050
谢谢

1115
00:35:17,050 --> 00:35:18,900
大家点个赞支持一下

1116
00:35:18,900 --> 00:35:19,219
呃

1117
00:35:19,219 --> 00:35:19,539
再次强调

1118
00:35:19,539 --> 00:35:21,059
如果你想申请加入私人股票小组

1119
00:35:21,059 --> 00:35:21,659
私人财富小组

1120
00:35:21,659 --> 00:35:22,860
获取数千只股票的访问权限

1121
00:35:22,860 --> 00:35:23,500
点.com

1122
00:35:23,500 --> 00:35:24,380
私人Discord

1123
00:35:24,380 --> 00:35:24,659
聊天室

1124
00:35:24,659 --> 00:35:25,139
独家内容

1125
00:35:25,139 --> 00:35:26,050
每周视频

1126
00:35:26,050 --> 00:35:27,610
所有课程资料

1127
00:35:27,610 --> 00:35:28,090
教你一切

1128
00:35:28,090 --> 00:35:28,690
我上来之后

1129
00:35:28,690 --> 00:35:30,230
你可以将水平提升到更高层次

1130
00:35:30,230 --> 00:35:32,230
这就是下方置顶的评论

1131
00:35:32,230 --> 00:35:33,539
衷心祝福大家，祝您度过美好一天

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