【Financial Education】我眼中的下一个Palantir！

1
00:00:00,080 --> 00:00:02,279
像我这样的投资者现在很忙

2
00:00:02,279 --> 00:00:03,560
哦现在这么忙吗

3
00:00:03,560 --> 00:00:04,400
今天公开持仓统计

4
00:00:04,400 --> 00:00:05,599
今天有点寒意阵阵

5
00:00:05,599 --> 00:00:09,300
公开持仓约九千九百九十六美元

6
00:00:09,300 --> 00:00:11,240
我们称之为有点寒意的日子

7
00:00:11,240 --> 00:00:13,630
Amd跟我念

8
00:00:13,630 --> 00:00:17,149
Amd看这个今天又大幅上涨

9
00:00:17,149 --> 00:00:18,289
上涨4%

10
00:00:18,289 --> 00:00:20,589
增加三万五千美元

11
00:00:20,589 --> 00:00:23,489
Amd持续展现强势，Amd将继续保持强势

12
00:00:23,489 --> 00:00:26,629
我们稍后会在视频中讨论这一点

13
00:00:26,629 --> 00:00:28,030
我会解释其中原因

14
00:00:28,030 --> 00:00:28,530
好的

15
00:00:28,530 --> 00:00:29,730
与此同时

16
00:00:29,730 --> 00:00:30,690
天啊

17
00:00:30,690 --> 00:00:31,410
这不是玩笑

18
00:00:31,410 --> 00:00:33,090
或其它股票今天被重创

19
00:00:33,090 --> 00:00:34,789
所以我今天被抛售了

20
00:00:34,789 --> 00:00:36,530
下跌超15%

21
00:00:36,530 --> 00:00:38,509
这个板块今天重回低迷

22
00:00:38,509 --> 00:00:40,009
下跌超13%

23
00:00:40,009 --> 00:00:42,130
硬币在路上乞讨

24
00:00:42,130 --> 00:00:42,950
下跌超6%

25
00:00:42,950 --> 00:00:44,939
赞美诗难以提振

26
00:00:44,939 --> 00:00:45,780
嗯是的

27
00:00:45,780 --> 00:00:47,179
这个下跌5.6%

28
00:00:47,179 --> 00:00:49,880
然后宏观悲剧下跌4.

29
00:00:49,880 --> 00:00:51,920
5%今天

30
00:00:51,920 --> 00:00:54,729
四个大仓位在公开统计中

31
00:00:54,729 --> 00:00:57,969
所有财报都在过去一小时发布

32
00:00:57,969 --> 00:01:00,850
Meta发布财报增长57万美元

33
00:01:00,850 --> 00:01:02,390
这不包括任何利润

34
00:01:02,390 --> 00:01:04,519
同时持有多年股票

35
00:01:04,519 --> 00:01:06,180
亚马逊增长19万美元

36
00:01:06,180 --> 00:01:08,189
芝士蛋糕坊增长7.1万美元

37
00:01:08,189 --> 00:01:10,810
谷歌麦多加增长4.2万美元

38
00:01:10,810 --> 00:01:12,510
他们都发布了财报

39
00:01:12,510 --> 00:01:13,989
今天视频很忙碌

40
00:01:13,989 --> 00:01:16,030
各位严肃视频第一期

41
00:01:16,030 --> 00:01:17,469
我们将讨论Meta

42
00:01:17,469 --> 00:01:18,189
那里发生了什么

43
00:01:18,189 --> 00:01:19,230
接下来股价会如何走势

44
00:01:19,230 --> 00:01:20,390
我的观点看法

45
00:01:20,390 --> 00:01:22,159
亚马逊将同样操作

46
00:01:22,159 --> 00:01:23,939
谷歌将同样操作

47
00:01:23,939 --> 00:01:25,739
微软将同样操作

48
00:01:25,739 --> 00:01:27,719
芝士蛋糕坊也将同样操作

49
00:01:27,719 --> 00:01:32,450
然后我们将讨论一个惊人的增长股

50
00:01:32,450 --> 00:01:34,769
具有不可思议的长期潜力

51
00:01:34,769 --> 00:01:36,170
我们将讨论这只股票的情况

52
00:01:36,170 --> 00:01:39,540
为什么它潜力巨大且充满诸多优势，都在这个视频里

53
00:01:39,540 --> 00:01:42,930
我只想对大家说一件事，我车库里的牌子上写着

54
00:01:42,930 --> 00:01:44,609
请务必点个赞

55
00:01:44,609 --> 00:01:45,989
点击那个小点赞图标

56
00:01:45,989 --> 00:01:48,409
今天我只需要你们做这些

57
00:01:48,409 --> 00:01:48,670
好的

58
00:01:48,670 --> 00:01:50,719
这就是我为这个视频的报酬，只需一个

59
00:01:50,719 --> 00:01:51,920
点个赞

60
00:01:51,920 --> 00:01:53,640
另外请务必订阅频道

61
00:01:53,640 --> 00:01:55,448
这样以后能看到更多我的视频

62
00:01:55,448 --> 00:01:58,808
如果你准备好将投资提升到更高层次

63
00:01:58,808 --> 00:02:00,629
更加认真对待这个游戏

64
00:02:00,629 --> 00:02:03,049
想学习我在这里的所有知识

65
00:02:03,049 --> 00:02:04,829
我在过去十七多年里学到的一切

66
00:02:04,829 --> 00:02:06,129
作为这些市场的投资者

67
00:02:06,129 --> 00:02:07,370
你可以加入

68
00:02:07,370 --> 00:02:07,769
私人社群

69
00:02:07,769 --> 00:02:09,258
就在下方置顶评论

70
00:02:09,258 --> 00:02:10,699
获取所有课程大纲

71
00:02:10,699 --> 00:02:11,739
进入私密Discord

72
00:02:11,739 --> 00:02:11,959
聊天

73
00:02:11,959 --> 00:02:13,558
观看独家周更视频

74
00:02:13,558 --> 00:02:16,129
查看我的投资组合操作

75
00:02:16,129 --> 00:02:16,949
所有优质内容

76
00:02:16,949 --> 00:02:18,449
并获取千倍股资源

77
00:02:18,449 --> 00:02:18,770
官网

78
00:02:18,770 --> 00:02:19,689
再次提醒

79
00:02:19,689 --> 00:02:20,849
就在下方置顶评论

80
00:02:20,849 --> 00:02:21,729
申请加入我们

81
00:02:21,729 --> 00:02:24,389
加入后我们将寄送实体会员卡

82
00:02:24,389 --> 00:02:25,189
当你加入后

83
00:02:25,189 --> 00:02:25,710
好的

84
00:02:25,710 --> 00:02:26,229
抓紧时间

85
00:02:26,229 --> 00:02:26,810
女士们先生们

86
00:02:26,810 --> 00:02:27,409
开始吧

87
00:02:27,409 --> 00:02:28,009
这很忙碌

88
00:02:28,009 --> 00:02:28,569
忙碌的视频

89
00:02:28,569 --> 00:02:29,090
好的

90
00:02:29,090 --> 00:02:33,770
听这里，元宇宙营收报告B级

91
00:02:33,770 --> 00:02:34,250
好的

92
00:02:34,250 --> 00:02:36,099
收入非常强劲

93
00:02:36,099 --> 00:02:37,400
同比增长33%

94
00:02:37,400 --> 00:02:39,099
这让我司的营收增长

95
00:02:39,099 --> 00:02:43,120
成为除英伟达外所有大科技公司最快

96
00:02:43,120 --> 00:02:43,810
好的

97
00:02:43,810 --> 00:02:45,150
增长势头极强

98
00:02:46,849 --> 00:02:50,610
在七巨头中，Meta营收增长位居第二

99
00:02:50,610 --> 00:02:52,110
33%非常强劲

100
00:02:52,110 --> 00:02:54,819
不过我们这里有些问题

101
00:02:54,819 --> 00:02:58,620
公司营收成本同比上涨了35%

102
00:02:58,620 --> 00:03:00,159
研发费用增长了4%

103
00:03:00,159 --> 00:03:02,860
同比上涨6%

104
00:03:02,860 --> 00:03:04,280
市场营销和销售表现不错

105
00:03:04,280 --> 00:03:05,460
仅增长6%

106
00:03:05,460 --> 00:03:07,139
仅增长15%

107
00:03:07,139 --> 00:03:10,899
公司总成本和费用同比上涨35%

108
00:03:10,899 --> 00:03:15,610
营业利润增长30%，税前利润增长18%

109
00:03:15,610 --> 00:03:15,930
现在

110
00:03:15,930 --> 00:03:18,490
他们有一个一次性收益大幅帮助了业绩

111
00:03:18,490 --> 00:03:23,628
相当于获得了超过50亿美元的所得税优惠，而去年同期是70亿美元

112
00:03:23,628 --> 00:03:25,248
去年同一季度是70亿美元

113
00:03:25,248 --> 00:03:26,560
这是一次性重大收益

114
00:03:26,560 --> 00:03:28,280
净收入看起来远好于

115
00:03:28,280 --> 00:03:29,659
实际上应该更差

116
00:03:29,659 --> 00:03:34,689
实际增长61%，稀释后增长62%

117
00:03:34,689 --> 00:03:39,280
在个人股票分析组中，我对Meta的财务报表评为B级

118
00:03:39,280 --> 00:03:40,060
其中一位成员

119
00:03:40,060 --> 00:03:41,020
他说

120
00:03:41,020 --> 00:03:44,379
我发现杰里米和安德烈的评价有差异

121
00:03:44,379 --> 00:03:46,310
安德烈给出了更高的评分

122
00:03:46,310 --> 00:03:48,629
约翰说杰里米标准很高

123
00:03:48,629 --> 00:03:50,030
尤其是对他的优秀学生

124
00:03:50,030 --> 00:03:54,250
但事实是我并不会区别对待

125
00:03:54,250 --> 00:03:57,199
我尽量不因

126
00:03:57,199 --> 00:03:57,719
你知道的

127
00:03:57,719 --> 00:04:00,780
比如我对Meta这类公司有更高期待

128
00:04:00,780 --> 00:04:02,780
我会尽量保持客观

129
00:04:02,780 --> 00:04:04,669
在评估损益表时

130
00:04:04,669 --> 00:04:07,969
好的，让我解释为何评为B级

131
00:04:07,969 --> 00:04:11,030
而不是A或A+级

132
00:04:11,030 --> 00:04:11,780
好的

133
00:04:11,780 --> 00:04:17,310
成本收入增长快于收入增长，这不好

134
00:04:17,310 --> 00:04:23,189
研发费用增速远超收入，4% vs 3%

135
00:04:23,189 --> 00:04:24,220
这不好

136
00:04:24,220 --> 00:04:29,939
总成本费用增速远超收入，35% vs 3%

137
00:04:29,939 --> 00:04:31,850
对比3%的收入增速

138
00:04:31,850 --> 00:04:33,850
营业利润增长30%

139
00:04:33,850 --> 00:04:34,569
这不错

140
00:04:34,569 --> 00:04:36,709
但涨幅不及收入

141
00:04:36,709 --> 00:04:38,350
你应该看到营业利润

142
00:04:38,350 --> 00:04:40,610
如果收入增长3%

143
00:04:40,610 --> 00:04:42,990
营业利润应增长35%

144
00:04:42,990 --> 00:04:43,610
40%

145
00:04:43,610 --> 00:04:44,250
50%

146
00:04:44,250 --> 00:04:45,089
这样的水平对吧

147
00:04:45,089 --> 00:04:47,370
你的商业模式需要这种杠杆效应

148
00:04:47,370 --> 00:04:51,069
但Meta的开支已变得极其高昂

149
00:04:51,069 --> 00:04:52,250
这正在影响业绩

150
00:04:52,250 --> 00:04:54,129
因此盈利能力并不像预期的那么突出

151
00:04:54,129 --> 00:04:57,240
税前收入增长了18%

152
00:04:57,240 --> 00:04:58,379
你知道我们在讨论

153
00:04:58,379 --> 00:04:59,319
这几乎占到了

154
00:04:59,319 --> 00:04:59,699
呃

155
00:04:59,699 --> 00:05:02,009
收入占比确实上升了

156
00:05:02,009 --> 00:05:04,629
这就是为什么我给Meta打了B级

157
00:05:04,629 --> 00:05:06,040
这还算不错

158
00:05:06,040 --> 00:05:07,639
但这算不上伟大

159
00:05:07,639 --> 00:05:08,560
其实并不出色

160
00:05:08,560 --> 00:05:13,029
这就是为什么现在Meta获得B级评价

161
00:05:13,029 --> 00:05:14,389
我在这条X动态上发布了

162
00:05:14,389 --> 00:05:15,490
如果你想关注我的X账号

163
00:05:15,490 --> 00:05:18,589
那里有很多实用信息

164
00:05:18,589 --> 00:05:19,689
即使你使用X平台

165
00:05:19,689 --> 00:05:21,829
所有视频描述区都有链接

166
00:05:21,829 --> 00:05:22,889
但我在这条X动态上发布了

167
00:05:22,889 --> 00:05:26,199
我说Meta的开支已失控

168
00:05:26,199 --> 00:05:27,480
影响多个项目条目

169
00:05:27,480 --> 00:05:28,639
这正是我们看到的情况

170
00:05:28,639 --> 00:05:31,300
我说过情况会变得更糟

171
00:05:31,300 --> 00:05:33,629
Meta这次并非终点

172
00:05:33,629 --> 00:05:34,550
如果你以为

173
00:05:34,550 --> 00:05:34,709
哦

174
00:05:34,709 --> 00:05:36,569
这只是单季度偶然现象

175
00:05:36,569 --> 00:05:38,649
不幸的是

176
00:05:38,649 --> 00:05:40,389
情况会变得更糟

177
00:05:40,389 --> 00:05:43,329
如果认为当前费用问题严重

178
00:05:43,329 --> 00:05:44,990
你还没见过最糟的

179
00:05:44,990 --> 00:05:47,050
这才是最糟糕的部分

180
00:05:47,050 --> 00:05:49,850
没错，我上季度就解释过

181
00:05:49,850 --> 00:05:55,658
上次看到扎克伯格的财报数据

182
00:05:55,658 --> 00:05:56,259
我当时心想

183
00:05:56,259 --> 00:05:56,619
哦

184
00:05:56,619 --> 00:05:57,298
天啊

185
00:05:57,298 --> 00:05:58,699
接下来几周都会受影响

186
00:05:58,699 --> 00:06:00,829
他把数据调得太高了

187
00:06:00,829 --> 00:06:02,149
我心想这会

188
00:06:02,149 --> 00:06:06,110
未来几年公司开支将受损

189
00:06:06,110 --> 00:06:09,370
这不是单季度问题

190
00:06:09,370 --> 00:06:10,509
这很糟糕

191
00:06:10,509 --> 00:06:11,250
这很糟糕

192
00:06:11,250 --> 00:06:14,110
现在必须疯狂推动营收

193
00:06:14,110 --> 00:06:15,970
以抵消开支压力

194
00:06:15,970 --> 00:06:17,279
情况很严峻

195
00:06:17,279 --> 00:06:18,959
但重点在于

196
00:06:18,959 --> 00:06:19,360
好的

197
00:06:19,360 --> 00:06:20,839
我们有两个问题

198
00:06:20,839 --> 00:06:23,620
Meta数据存在两大核心问题

199
00:06:23,620 --> 00:06:23,939
明白

200
00:06:23,939 --> 00:06:28,699
每天活跃用户达到了35.6亿

201
00:06:28,699 --> 00:06:31,139
相比去年同期增长了4%

202
00:06:31,139 --> 00:06:34,180
但较上一季度下降了5%

203
00:06:34,180 --> 00:06:35,089
好的

204
00:06:35,089 --> 00:06:38,790
因此华尔街预期每日活跃用户为36.2亿

205
00:06:38,790 --> 00:06:43,490
如今每日活跃用户开始下滑，对于Meta公司来说

206
00:06:43,490 --> 00:06:45,449
这与伊朗战争有关

207
00:06:45,449 --> 00:06:48,269
以及俄罗斯对WhatsApp的访问限制

208
00:06:48,269 --> 00:06:50,189
无论怎么分析

209
00:06:50,189 --> 00:06:51,610
这可不是好消息

210
00:06:51,610 --> 00:06:53,810
比如每日活跃用户下降的事实

211
00:06:53,810 --> 00:06:55,149
这个数字相当大

212
00:06:55,149 --> 00:06:56,350
嗯

213
00:06:56,350 --> 00:06:57,189
不太好

214
00:06:57,189 --> 00:06:57,550
像

215
00:06:57,550 --> 00:06:58,910
我们可不想看到这种情况对吧

216
00:06:58,910 --> 00:07:03,600
我们只希望每日活跃用户保持稳定或小幅增长

217
00:07:03,600 --> 00:07:04,959
绝不能下降

218
00:07:04,959 --> 00:07:06,540
现在确实不好

219
00:07:06,540 --> 00:07:09,579
此外情况更糟

220
00:07:09,579 --> 00:07:10,439
好的

221
00:07:10,439 --> 00:07:12,040
看看资本支出

222
00:07:12,040 --> 00:07:16,750
本已失控且还在进一步激增

223
00:07:16,750 --> 00:07:20,870
他们将其提升至125到140亿美元区间

224
00:07:20,870 --> 00:07:25,670
今年资本支出计划50亿美元

225
00:07:25,670 --> 00:07:26,730
现在他们

226
00:07:26,730 --> 00:07:28,709
上季度已将支出推至疯狂水平

227
00:07:28,709 --> 00:07:30,189
还在继续增加

228
00:07:30,189 --> 00:07:31,310
下季度会怎样呢

229
00:07:31,310 --> 00:07:32,389
可能不再增加

230
00:07:32,389 --> 00:07:33,089
对吧

231
00:07:33,089 --> 00:07:33,870
这完全

232
00:07:33,870 --> 00:07:38,629
你知道支出已失控

233
00:07:38,629 --> 00:07:41,610
Meta的支出完全失控了

234
00:07:41,610 --> 00:07:42,689
非常令人沮丧

235
00:07:42,689 --> 00:07:45,870
因此盘后股价下跌

236
00:07:45,870 --> 00:07:48,290
我对这一走势毫不意外

237
00:07:48,290 --> 00:07:50,408
因为核心问题在于

238
00:07:50,408 --> 00:07:52,848
我们不清楚为何需要如此大额支出

239
00:07:52,848 --> 00:07:55,908
他们甚至计划支出高达1450亿美元

240
00:07:55,908 --> 00:08:00,798
为何要花这么多？难道无法增长营收

241
00:08:00,798 --> 00:08:02,619
除非扩大资本支出

242
00:08:02,619 --> 00:08:05,100
1450亿美元

243
00:08:05,100 --> 00:08:06,899
希望这不是现状

244
00:08:06,899 --> 00:08:11,129
我的猜测是这是渐进式调整，就像

245
00:08:11,129 --> 00:08:12,088
如果我们减少支出

246
00:08:12,088 --> 00:08:15,149
营收可能仅增长2.5%而非3.3%

247
00:08:15,149 --> 00:08:16,488
但终究要问自己

248
00:08:16,488 --> 00:08:18,550
这是否值得

249
00:08:18,550 --> 00:08:22,550
或许为了几个百分点的营收增长

250
00:08:23,660 --> 00:08:29,709
扎克伯格无法向华尔街或普通投资者提供令人信服的答案

251
00:08:29,709 --> 00:08:30,110
好的

252
00:08:30,110 --> 00:08:31,069
这就是我们需要他们的原因

253
00:08:31,069 --> 00:08:33,210
我们都明白Meta需要持续投入

254
00:08:33,210 --> 00:08:34,610
这是一家庞大的科技公司

255
00:08:34,610 --> 00:08:35,850
他们正在为AI未来进行投资

256
00:08:35,850 --> 00:08:37,389
我们都认同这一点

257
00:08:37,389 --> 00:08:42,070
但在这个阶段他们真的需要投入这么多吗

258
00:08:42,070 --> 00:08:43,789
这就是我们遇到的问题所在

259
00:08:43,789 --> 00:08:45,039
正如我之前所说

260
00:08:45,039 --> 00:08:46,919
这不是短期现象

261
00:08:46,919 --> 00:08:47,799
这将影响本季度财报

262
00:08:47,799 --> 00:08:51,899
在改善之前情况会变得更糟，涉及各项指标

263
00:08:51,899 --> 00:08:52,909
目前来看

264
00:08:52,909 --> 00:08:53,990
就公司现状而言

265
00:08:53,990 --> 00:08:54,649
比如Meta

266
00:08:54,649 --> 00:08:57,309
扎克伯格又开始过度支出

267
00:08:57,309 --> 00:08:58,929
这不是第一次发生

268
00:08:58,929 --> 00:09:00,828
但要保持长期视角

269
00:09:00,828 --> 00:09:03,308
最终扎克会解决的

270
00:09:03,308 --> 00:09:05,009
从现在到结束

271
00:09:05,009 --> 00:09:06,009
可能会很糟糕

272
00:09:06,009 --> 00:09:06,610
没错

273
00:09:06,610 --> 00:09:08,149
Meta股价会跌至350吗

274
00:09:08,149 --> 00:09:10,590
这是有可能的，我需要提醒所有人

275
00:09:10,590 --> 00:09:11,490
确实有可能

276
00:09:11,490 --> 00:09:12,750
Meta可能跌至350

277
00:09:12,750 --> 00:09:13,710
但这不意味着一定会发生

278
00:09:13,710 --> 00:09:14,330
我会不会下注

279
00:09:14,330 --> 00:09:14,809
现在是否要

280
00:09:14,809 --> 00:09:15,909
Meta可能跌至350

281
00:09:15,909 --> 00:09:17,490
不不

282
00:09:17,490 --> 00:09:19,529
我只是提醒大家

283
00:09:19,529 --> 00:09:21,610
我持有股票多年

284
00:09:21,610 --> 00:09:24,090
见过大幅波动

285
00:09:24,529 --> 00:09:28,690
上季度看到那个cap x后我就开始预警

286
00:09:28,690 --> 00:09:29,509
嘿

287
00:09:29,509 --> 00:09:31,029
他又开始疯狂了

288
00:09:31,029 --> 00:09:32,899
现在又提高了

289
00:09:32,899 --> 00:09:35,899
扎克伯格又失控了

290
00:09:35,899 --> 00:09:36,870
好吧

291
00:09:37,230 --> 00:09:39,889
长期来看他会解决的

292
00:09:39,889 --> 00:09:41,809
但中间可能会

293
00:09:41,809 --> 00:09:43,529
变得混乱

294
00:09:43,889 --> 00:09:46,429
谁能保证他不会提高cap x数字

295
00:09:46,429 --> 00:09:48,210
看下季度财报

296
00:09:48,730 --> 00:09:49,129
比如

297
00:09:49,129 --> 00:09:50,490
这太荒谬了兄弟

298
00:09:50,490 --> 00:09:51,289
这太荒谬了

299
00:09:51,289 --> 00:09:52,750
这些指标最终会承受压力

300
00:09:52,750 --> 00:09:53,730
因此每股收益

301
00:09:53,730 --> 00:09:56,950
净利润将开始处于不利状态

302
00:09:56,950 --> 00:10:00,620
一旦股价大幅下跌

303
00:10:00,620 --> 00:10:03,879
这将是扎克伯格开始撤资的时刻

304
00:10:03,879 --> 00:10:09,669
但不幸的是，这可能是Meta需要削减开支的必然结果

305
00:10:09,669 --> 00:10:10,269
是的

306
00:10:10,269 --> 00:10:11,529
股价可能需要大幅下跌

307
00:10:11,529 --> 00:10:13,429
他早在2022年就不得不这么做对吧

308
00:10:13,429 --> 00:10:15,309
Meta股价暴跌超70%

309
00:10:15,309 --> 00:10:15,909
你知道的

310
00:10:15,909 --> 00:10:18,149
我不指望出现70%以上的跌幅

311
00:10:18,149 --> 00:10:20,749
但这是有可能的

312
00:10:20,749 --> 00:10:21,548
你知道的

313
00:10:21,548 --> 00:10:22,509
或50%的跌幅

314
00:10:22,509 --> 00:10:23,729
或40%的跌幅

315
00:10:23,729 --> 00:10:25,840
从历史高点下跌是有可能的

316
00:10:25,840 --> 00:10:27,799
到那时扎克伯格可能会说

317
00:10:27,799 --> 00:10:28,059
好吧

318
00:10:28,059 --> 00:10:29,240
我得减少拆分计划

319
00:10:29,240 --> 00:10:30,580
这有点荒谬

320
00:10:30,580 --> 00:10:32,139
关于这一点

321
00:10:32,139 --> 00:10:33,320
这里情况很疯狂

322
00:10:33,320 --> 00:10:33,840
好的

323
00:10:33,840 --> 00:10:34,940
接下来是下一个

324
00:10:34,940 --> 00:10:35,480
亚马逊

325
00:10:35,480 --> 00:10:36,340
亚马逊

326
00:10:36,340 --> 00:10:36,759
好的

327
00:10:36,759 --> 00:10:39,919
亚马逊评级为A级

328
00:10:39,919 --> 00:10:41,799
这里展示的是亚马逊的损益表

329
00:10:41,799 --> 00:10:43,068
非常强劲的数据

330
00:10:43,068 --> 00:10:45,869
总净销售额同比增长17%

331
00:10:45,869 --> 00:10:47,220
公司整体同比

332
00:10:47,220 --> 00:10:48,740
销售成本增长14%

333
00:10:48,740 --> 00:10:50,299
履约成本增长11%

334
00:10:50,299 --> 00:10:51,399
技术与基础设施

335
00:10:51,399 --> 00:10:53,299
这是公司的不利项目

336
00:10:53,299 --> 00:10:55,029
增长29%

337
00:10:55,029 --> 00:10:56,909
销售与营销仅增长6%

338
00:10:56,909 --> 00:10:58,110
如果你能提升收入

339
00:10:58,110 --> 00:10:59,029
增长17%

340
00:10:59,029 --> 00:11:00,590
销售与营销仅增长6%

341
00:11:00,590 --> 00:11:01,279
这是胜利

342
00:11:01,279 --> 00:11:02,820
他们成功降低了成本

343
00:11:02,820 --> 00:11:05,419
公司费用同比下降20%

344
00:11:05,419 --> 00:11:07,639
收入增长17%

345
00:11:07,639 --> 00:11:08,399
但费用下降了

346
00:11:08,399 --> 00:11:09,539
这很了不起

347
00:11:09,539 --> 00:11:11,860
总运营支出增长15%

348
00:11:11,860 --> 00:11:13,419
而销售额增长17%

349
00:11:13,419 --> 00:11:17,669
这意味着商业模式产生杠杆效应，营业利润增长30%

350
00:11:17,669 --> 00:11:18,830
公司同比数据

351
00:11:18,830 --> 00:11:22,289
看看亚马逊和分级损益表的区别

352
00:11:22,289 --> 00:11:23,529
与Meta对比

353
00:11:24,289 --> 00:11:27,330
营业利润增速远超营收

354
00:11:27,330 --> 00:11:29,610
这就是我们现在想要看到的

355
00:11:29,610 --> 00:11:31,250
他们这里还有一笔一次性收益

356
00:11:31,250 --> 00:11:33,070
嗯，这对公司帮助巨大

357
00:11:33,070 --> 00:11:35,330
相当于四百六十九个百分点的增长

358
00:11:35,330 --> 00:11:38,090
因此他们的税前利润

359
00:11:38,090 --> 00:11:38,789
看起来惊人

360
00:11:38,789 --> 00:11:40,110
那里实现了84%的增长

361
00:11:40,110 --> 00:11:42,139
这使净利润看起来很棒

362
00:11:42,139 --> 00:11:44,200
他们确实受到所得税冲击

363
00:11:44,200 --> 00:11:47,960
所得税支出造成首季度九十五亿美元的损失

364
00:11:47,960 --> 00:11:49,559
去年同期为四十五亿美元

365
00:11:49,559 --> 00:11:51,759
但这是出色的表现

366
00:11:51,759 --> 00:11:52,879
那个你懂的

367
00:11:52,879 --> 00:11:54,860
我真正没给A+的原因

368
00:11:54,860 --> 00:11:57,100
其实是科技和基建增长更快

369
00:11:57,100 --> 00:12:01,919
亚马逊将成为此类公司之一

370
00:12:01,919 --> 00:12:03,379
这情况还会变得更糟

371
00:12:03,379 --> 00:12:05,159
但在这一项目上会好转

372
00:12:05,159 --> 00:12:05,860
女士们先生们

373
00:12:05,860 --> 00:12:06,450
好的

374
00:12:06,450 --> 00:12:08,809
他们必须大幅提升这部分

375
00:12:08,809 --> 00:12:12,279
以更大的规模增长收入

376
00:12:12,279 --> 00:12:12,820
不幸的是

377
00:12:12,820 --> 00:12:16,340
现在必须实现20%以上的营收增长

378
00:12:16,340 --> 00:12:19,059
就华尔街游戏而言请听

379
00:12:19,059 --> 00:12:20,279
他们做对了

380
00:12:20,279 --> 00:12:20,779
他们做到了

381
00:12:20,779 --> 00:12:23,090
他们在华尔街游戏中表现卓越

382
00:12:23,090 --> 00:12:23,490
呃

383
00:12:23,490 --> 00:12:26,370
每股收益278美元，预期164美元

384
00:12:26,370 --> 00:12:29,940
营收达8181亿美元

385
00:12:29,940 --> 00:12:31,879
预期为1770亿美元

386
00:12:31,879 --> 00:12:36,099
超出预期四亿美元以上

387
00:12:36,099 --> 00:12:40,100
这对公司最重要

388
00:12:40,100 --> 00:12:42,059
他们实现了375亿美元

389
00:12:42,059 --> 00:12:45,740
AWS营收375亿美元，预期366亿美元

390
00:12:45,740 --> 00:12:46,769
同比增长四亿美元

391
00:12:46,769 --> 00:12:48,070
这才是关键

392
00:12:48,070 --> 00:12:53,269
亚马逊云业务营收同比增2.8%至375亿美元

393
00:12:53,269 --> 00:12:54,080
375亿美元

394
00:12:54,080 --> 00:12:57,120
创三年来最快增速

395
00:12:58,519 --> 00:13:01,139
华尔街预期AWS增长26%

396
00:13:01,139 --> 00:13:02,100
所以你看

397
00:13:02,100 --> 00:13:04,250
AWS快速增长

398
00:13:04,250 --> 00:13:05,850
这是最重要业务

399
00:13:05,850 --> 00:13:08,590
也是亚马逊最盈利的业务

400
00:13:08,590 --> 00:13:10,370
这是大家关注的核心数字

401
00:13:10,370 --> 00:13:11,590
所以是的

402
00:13:11,590 --> 00:13:14,519
这确实非常重要对吧

403
00:13:14,519 --> 00:13:17,679
此外亚马逊内部还有一个业务

404
00:13:17,679 --> 00:13:21,840
这不是传统的在线购物业务

405
00:13:21,840 --> 00:13:24,379
就像我们平时做的那样，不是aws

406
00:13:24,379 --> 00:13:26,200
而是他们的广告业务

407
00:13:26,200 --> 00:13:28,940
这已成为亚马逊的第三大支柱

408
00:13:28,940 --> 00:13:30,769
这项业务正在快速增长

409
00:13:30,769 --> 00:13:32,549
广告收入同比增长两

410
00:13:32,549 --> 00:13:34,769
四个百分点达到十七点

411
00:13:34,769 --> 00:13:38,629
二四亿美元，超出华尔街预期的二一点

412
00:13:38,629 --> 00:13:39,710
二个百分点增长

413
00:13:39,710 --> 00:13:42,950
这是公司增长最快且最盈利的业务

414
00:13:42,950 --> 00:13:44,370
我不确定是否最快

415
00:13:44,370 --> 00:13:45,629
因为aws增长了两

416
00:13:45,629 --> 00:13:46,450
八个百分点

417
00:13:46,450 --> 00:13:46,889
对吧

418
00:13:46,889 --> 00:13:48,750
大部分收入来自

419
00:13:48,750 --> 00:13:51,070
电商平台的商品推广列表

420
00:13:51,070 --> 00:13:53,000
广告业务正在快速增长

421
00:13:53,000 --> 00:13:54,539
正在成为越来越重要的数字

422
00:13:54,539 --> 00:13:56,460
所以这是

423
00:13:56,460 --> 00:13:56,799
关键数字之一

424
00:13:56,799 --> 00:14:00,299
目前亚马逊的两大利好之一

425
00:14:00,299 --> 00:14:01,720
亚马逊是我重点投资的公司

426
00:14:01,720 --> 00:14:02,980
规模不及meta

427
00:14:02,980 --> 00:14:06,220
但在我所有投资组合中占比很大

428
00:14:06,220 --> 00:14:06,559
对吧

429
00:14:06,559 --> 00:14:07,620
私人投资组合

430
00:14:07,620 --> 00:14:08,409
公开账户

431
00:14:08,409 --> 00:14:10,009
Patreon投资组合

432
00:14:10,009 --> 00:14:13,129
亚马逊代表着

433
00:14:13,129 --> 00:14:14,210
它永远是买入机会

434
00:14:14,210 --> 00:14:15,169
它永远是买入机会

435
00:14:15,169 --> 00:14:15,610
呃

436
00:14:15,610 --> 00:14:15,889
你知道的

437
00:14:15,889 --> 00:14:17,929
亚马逊历史上从未有过

438
00:14:17,929 --> 00:14:19,419
不值得买入的时期

439
00:14:19,419 --> 00:14:20,019
嗯

440
00:14:20,019 --> 00:14:21,860
在科技泡沫破裂前

441
00:14:21,860 --> 00:14:23,659
科技泡沫后仍是买入

442
00:14:23,659 --> 00:14:25,809
金融危机前仍是买入

443
00:14:25,809 --> 00:14:27,590
金融危机期间仍是买入

444
00:14:27,590 --> 00:14:29,370
金融危机后仍是买入

445
00:14:29,370 --> 00:14:31,269
2020年代全程都是买入

446
00:14:31,269 --> 00:14:32,830
在疫情中仍是买入

447
00:14:32,830 --> 00:14:33,190
一直保持买入

448
00:14:33,190 --> 00:14:34,190
现在仍是买入

449
00:14:34,190 --> 00:14:35,129
它始终是买入

450
00:14:35,129 --> 00:14:36,820
这是一笔绝佳的投资机会

451
00:14:36,820 --> 00:14:37,220
你知道的

452
00:14:37,220 --> 00:14:39,700
亚马逊未来二十年仍有巨大增长空间

453
00:14:39,700 --> 00:14:41,700
你必须抓住这趟增长快车

454
00:14:41,700 --> 00:14:43,690
没错，这只股票的四倍市盈率也不算差

455
00:14:43,690 --> 00:14:44,929
上次我查过预期市盈率

456
00:14:44,929 --> 00:14:47,049
当时在三十多左右徘徊

457
00:14:47,049 --> 00:14:48,629
但需注意每股收益

458
00:14:48,629 --> 00:14:49,169
大幅超出预期

459
00:14:49,169 --> 00:14:50,610
他们不断刷新业绩表现

460
00:14:50,610 --> 00:14:51,549
呃

461
00:14:51,549 --> 00:14:56,090
四倍市盈率可能更低

462
00:14:56,090 --> 00:14:58,370
远低于我们预期水平

463
00:14:58,370 --> 00:14:58,610
好的

464
00:14:58,610 --> 00:14:59,889
所以亚马逊值得买入

465
00:14:59,889 --> 00:15:01,809
我对盘后走势感到意外吗

466
00:15:01,809 --> 00:15:04,620
盘后股价强劲上涨创历史新高

467
00:15:04,620 --> 00:15:06,419
完全不意外

468
00:15:06,419 --> 00:15:08,179
关键在于AWS业务

469
00:15:08,179 --> 00:15:10,379
AWS数据表现非常亮眼

470
00:15:10,379 --> 00:15:14,818
我们可能看到AWS收入增长重回30%+

471
00:15:14,818 --> 00:15:16,918
很久没触及30%增长了

472
00:15:16,918 --> 00:15:19,909
AWS增长有望再次爆发

473
00:15:19,909 --> 00:15:23,970
若AWS增速加速至30%+

474
00:15:23,970 --> 00:15:24,818
没错

475
00:15:24,818 --> 00:15:27,078
资本支出完全合理

476
00:15:27,078 --> 00:15:28,298
亚马逊可以宣布

477
00:15:28,298 --> 00:15:30,519
今年将投入2000亿美元资本支出

478
00:15:30,519 --> 00:15:33,750
人们会说没问题

479
00:15:33,750 --> 00:15:36,809
亚马逊一直是大手笔投资者

480
00:15:36,809 --> 00:15:38,610
在电商全业务线

481
00:15:38,610 --> 00:15:42,600
没错，广告业务增速远超预期

482
00:15:42,600 --> 00:15:44,720
最终还是看AWS表现

483
00:15:44,720 --> 00:15:48,639
AWS增速达28%，远超预期

484
00:15:48,639 --> 00:15:51,950
我们可能看到30%+的AWS增长

485
00:15:51,950 --> 00:15:54,750
接下来几年持续推算

486
00:15:54,750 --> 00:15:55,750
人们会说

487
00:15:55,750 --> 00:15:57,458
好吧

488
00:15:57,458 --> 00:15:58,958
要花2000亿美元

489
00:15:58,958 --> 00:15:59,979
我们支持

490
00:15:59,979 --> 00:16:01,839
我们有直接关系

491
00:16:01,839 --> 00:16:03,599
我们可以分析亚马逊

492
00:16:03,599 --> 00:16:08,559
资金投入与AWS加速增长

493
00:16:08,559 --> 00:16:09,960
我们完全支持

494
00:16:09,960 --> 00:16:12,220
这和Meta完全不同

495
00:16:12,220 --> 00:16:13,750
而Meta的情况是

496
00:16:14,110 --> 00:16:14,950
现在状况如何

497
00:16:14,950 --> 00:16:15,549
你知道的

498
00:16:15,549 --> 00:16:17,070
我们清楚具体业务线

499
00:16:17,070 --> 00:16:17,970
具体业务领域

500
00:16:17,970 --> 00:16:21,289
我们的整体营收增长了百分之三十三，就像我们看到的那样

501
00:16:21,289 --> 00:16:22,350
我们觉得这挺酷的

502
00:16:22,350 --> 00:16:25,159
但为什么我们需要花这么多钱呢

503
00:16:25,159 --> 00:16:27,039
亚马逊这边是说嘿

504
00:16:27,039 --> 00:16:30,000
我们的客户需要我们花这么多钱

505
00:16:30,000 --> 00:16:32,120
所以这是一个更清晰的故事

506
00:16:32,120 --> 00:16:36,870
这也是为什么亚马逊股票盘后上涨而Meta股票盘后下跌

507
00:16:36,870 --> 00:16:39,070
接下来是谷歌麦道加尔

508
00:16:39,070 --> 00:16:40,830
希望大家喜欢这些分析

509
00:16:40,830 --> 00:16:43,549
我尽量保持内容简洁

510
00:16:43,549 --> 00:16:45,089
给大家带来所有重要信息

511
00:16:45,089 --> 00:16:48,249
谷歌麦道加尔表现优异

512
00:16:48,249 --> 00:16:50,629
看这个双位数营收增长

513
00:16:50,629 --> 00:16:52,110
公司交出漂亮的成绩单

514
00:16:52,110 --> 00:16:53,970
尤其是像谷歌这样的成熟企业

515
00:16:53,970 --> 00:16:54,429
没错

516
00:16:54,429 --> 00:16:57,019
成本收入仅增长14%

517
00:16:57,019 --> 00:16:58,440
研发费用大幅上升

518
00:16:58,440 --> 00:16:59,980
销售营销费用增长26%

519
00:16:59,980 --> 00:17:02,639
公司全年费用增长23%

520
00:17:02,639 --> 00:17:04,670
增速略快于营收

521
00:17:04,670 --> 00:17:06,210
并不理想

522
00:17:06,210 --> 00:17:09,009
总成本费用增长2.1%

523
00:17:09,009 --> 00:17:11,250
公司全年费用增长18%

524
00:17:11,250 --> 00:17:14,339
但营业利润增速远超营收

525
00:17:14,339 --> 00:17:15,900
增长30%对比2%

526
00:17:15,900 --> 00:17:16,880
再次是2%

527
00:17:16,880 --> 00:17:19,240
看看谷歌和Meta的区别

528
00:17:19,240 --> 00:17:21,799
想知道为什么Meta股价现在低迷

529
00:17:21,799 --> 00:17:23,119
看看这些结果

530
00:17:23,119 --> 00:17:24,509
关键在于这些数据

531
00:17:24,509 --> 00:17:27,009
这些公司营收增长强劲

532
00:17:27,009 --> 00:17:29,130
但查看营业利润

533
00:17:29,130 --> 00:17:31,390
增速远超营收

534
00:17:31,390 --> 00:17:34,059
目前Meta没有这种情况

535
00:17:34,059 --> 00:17:34,559
呃

536
00:17:34,559 --> 00:17:37,460
他们还有其他收益37.7亿美元

537
00:17:37,460 --> 00:17:38,220
70亿美元

538
00:17:38,220 --> 00:17:39,359
不要对此过于兴奋

539
00:17:39,359 --> 00:17:42,299
使净利润和每股收益远超预期

540
00:17:42,299 --> 00:17:45,450
同时所得税准备金大幅增加

541
00:17:45,450 --> 00:17:46,849
几乎翻倍

542
00:17:46,849 --> 00:17:50,049
但公司全年净利润增长82%

543
00:17:50,049 --> 00:17:52,630
如果不是那笔其他收益

544
00:17:52,630 --> 00:17:54,109
就不会这么夸张了

545
00:17:54,109 --> 00:17:57,029
但依然非常强劲且强于营收

546
00:17:57,029 --> 00:17:59,609
谷歌麦道加尔季度表现

547
00:17:59,609 --> 00:18:01,789
这只股票现在炙手可热

548
00:18:01,789 --> 00:18:07,559
没错，谷歌大幅提高资本支出

549
00:18:07,559 --> 00:18:09,079
他们将其提升至1900亿美元

550
00:18:09,079 --> 00:18:11,159
对，所以人们就像

551
00:18:11,159 --> 00:18:12,798
你知道他们是怎么逃脱的

552
00:18:12,798 --> 00:18:14,919
元宇宙你知道元宇宙元宇宙

553
00:18:14,919 --> 00:18:15,858
并没有逃脱

554
00:18:15,858 --> 00:18:17,670
但看看谷歌云业务

555
00:18:17,670 --> 00:18:19,569
这就是他们逃脱的原因

556
00:18:19,569 --> 00:18:23,549
谷歌云本季度营收达200亿美元

557
00:18:23,549 --> 00:18:25,670
预计为180亿美元

558
00:18:25,670 --> 00:18:31,109
谷歌云业务同比增长63%

559
00:18:31,109 --> 00:18:34,130
63%的增长没错

560
00:18:34,130 --> 00:18:39,809
这就是谷歌为何能再次大幅增加资本支出

561
00:18:39,809 --> 00:18:42,509
这是个更高数字比如华尔街曾预期

562
00:18:42,509 --> 00:18:44,269
我估计1550亿美元

563
00:18:44,269 --> 00:18:46,430
谷歌资本支出预期

564
00:18:46,430 --> 00:18:48,009
而他们实际达到1900亿美元

565
00:18:48,009 --> 00:18:49,109
人们都惊了

566
00:18:49,109 --> 00:18:52,380
但他们展示了具体项目

567
00:18:52,380 --> 00:18:53,359
这个增长迅速

568
00:18:53,359 --> 00:18:54,559
大家也就接受了

569
00:18:54,559 --> 00:18:55,140
我们明白了

570
00:18:55,140 --> 00:18:56,779
谷歌云业务正在加速

571
00:18:56,779 --> 00:18:57,019
迅猛

572
00:18:57,019 --> 00:18:58,440
至少63%的增速

573
00:18:58,440 --> 00:18:59,700
基础规模在扩大

574
00:18:59,700 --> 00:19:01,059
他们现在做到200亿美元

575
00:19:01,059 --> 00:19:01,859
单季度

576
00:19:01,859 --> 00:19:03,429
我们懂了

577
00:19:03,429 --> 00:19:04,548
大手笔投入的谷歌

578
00:19:04,548 --> 00:19:06,489
我们支持你们这么做

579
00:19:06,489 --> 00:19:09,099
这就是当前情况

580
00:19:09,099 --> 00:19:09,480
没错

581
00:19:09,480 --> 00:19:09,920
元宇宙

582
00:19:09,920 --> 00:19:10,940
电话会议已经结束

583
00:19:10,940 --> 00:19:11,960
股价下跌超6%

584
00:19:11,960 --> 00:19:13,079
确实如此

585
00:19:13,079 --> 00:19:14,119
我还是困惑

586
00:19:14,119 --> 00:19:15,160
大家都困惑

587
00:19:15,160 --> 00:19:15,640
没人

588
00:19:15,640 --> 00:19:16,880
没人明白为何

589
00:19:16,880 --> 00:19:18,319
元宇宙需要如此激进投入

590
00:19:18,319 --> 00:19:20,740
但其他股票现在都这样

591
00:19:20,740 --> 00:19:21,380
话说回来

592
00:19:21,380 --> 00:19:22,400
我们谷歌分析师

593
00:19:22,400 --> 00:19:22,859
好吧

594
00:19:22,859 --> 00:19:23,740
股票要涨了

595
00:19:23,740 --> 00:19:25,789
明天大概还会继续

596
00:19:25,789 --> 00:19:27,650
我认为后天之后

597
00:19:27,650 --> 00:19:30,450
谷歌股票对我来说不再买入

598
00:19:30,450 --> 00:19:32,849
我认为只是持有或观望

599
00:19:32,849 --> 00:19:34,180
对啊嗯

600
00:19:34,180 --> 00:19:36,059
买入谷歌的最佳时机是去年

601
00:19:36,059 --> 00:19:36,420
没错

602
00:19:36,420 --> 00:19:39,549
那时你可以以一百五十几美元的价格购入

603
00:19:39,549 --> 00:19:41,230
你知道我甚至没在低位入手

604
00:19:41,230 --> 00:19:45,450
但我以一百五十六美元九十九美分的价格购入了股份

605
00:19:45,450 --> 00:19:47,230
我的股票上涨了121%

606
00:19:47,230 --> 00:19:48,890
明天起我还会大幅增值

607
00:19:48,890 --> 00:19:51,250
我已经在谷歌麦道加尔上获利了结

608
00:19:51,250 --> 00:19:51,940
所以啊

609
00:19:51,940 --> 00:19:52,500
这是卖方

610
00:19:52,500 --> 00:19:53,480
这是持有

611
00:19:53,480 --> 00:19:55,299
我觉得这不是好的买入机会

612
00:19:55,299 --> 00:19:57,059
如果你在寻找更吸引人的投资

613
00:19:57,059 --> 00:19:59,180
它们确实存在

614
00:19:59,910 --> 00:20:00,849
不过话说回来

615
00:20:00,849 --> 00:20:02,190
谷歌是热门股票

616
00:20:02,190 --> 00:20:06,730
谷歌麦道加尔的短期动量仍可能强劲

617
00:20:06,730 --> 00:20:08,869
但不再是最佳长期机会

618
00:20:08,869 --> 00:20:09,630
现阶段而言

619
00:20:09,630 --> 00:20:11,150
接下来是下一个

620
00:20:11,150 --> 00:20:13,940
微软先生

621
00:20:13,940 --> 00:20:16,000
所以是微软

622
00:20:16,000 --> 00:20:16,940
这份评级

623
00:20:16,940 --> 00:20:21,730
微软的营收同比增长18%

624
00:20:21,730 --> 00:20:24,250
总成本增长2.2%

625
00:20:24,250 --> 00:20:25,450
这不是我们想要看到的

626
00:20:25,450 --> 00:20:26,529
这不是我们想要看到的

627
00:20:26,529 --> 00:20:26,750
没错

628
00:20:26,750 --> 00:20:30,980
毛利率16%, 研发费用仅增长9%

629
00:20:30,980 --> 00:20:33,279
销售与营销费用同比增长10%

630
00:20:33,279 --> 00:20:34,319
增长11%

631
00:20:34,319 --> 00:20:37,470
因此损益表仍维持评级

632
00:20:37,470 --> 00:20:39,910
得益于各项指标控制得当

633
00:20:39,910 --> 00:20:40,589
如果不是这样

634
00:20:40,589 --> 00:20:42,710
我会将评级降至B级并关联Meta

635
00:20:42,710 --> 00:20:47,749
营业利润增速仍快于营收20%

636
00:20:47,749 --> 00:20:48,808
没错所以

637
00:20:48,808 --> 00:20:50,489
是那个未能做到的

638
00:20:50,489 --> 00:20:52,249
这些公司中未能做到的

639
00:20:52,249 --> 00:20:53,469
所有这些公司

640
00:20:53,469 --> 00:20:54,969
收入增长23%

641
00:20:54,969 --> 00:20:55,548
再次

642
00:20:55,548 --> 00:20:58,009
增速远超营收增长

643
00:20:58,009 --> 00:21:00,029
增长23%因此评级A

644
00:21:00,029 --> 00:21:02,369
是Meta还是微软

645
00:21:02,369 --> 00:21:04,660
但并非A+

646
00:21:04,660 --> 00:21:07,619
如果成本增速低于营收

647
00:21:07,619 --> 00:21:09,819
整体评级可以是A+

648
00:21:09,819 --> 00:21:10,480
对于微软

649
00:21:10,480 --> 00:21:12,880
当前微软的表现

650
00:21:12,880 --> 00:21:16,500
微软在2026年要求投入一百九十亿美元

651
00:21:16,500 --> 00:21:19,960
在内存价格飙升的资本支出方面

652
00:21:19,960 --> 00:21:21,319
这大约是三

653
00:21:21,319 --> 00:21:23,000
每项资本支出五亿美元

654
00:21:23,000 --> 00:21:23,160
哦

655
00:21:23,160 --> 00:21:25,819
微软的资本支出每项是三五亿美元

656
00:21:25,819 --> 00:21:26,279
谷歌

657
00:21:26,279 --> 00:21:27,509
我记不太清

658
00:21:27,509 --> 00:21:28,710
也许谷歌的三

659
00:21:28,710 --> 00:21:29,430
也是五亿美元

660
00:21:29,430 --> 00:21:30,230
我记不太准

661
00:21:30,230 --> 00:21:34,250
但他们的资本支出比预期高出三五亿美元

662
00:21:34,250 --> 00:21:35,509
内存价格飙升

663
00:21:35,509 --> 00:21:37,650
所以是的

664
00:21:37,650 --> 00:21:39,029
就是这样

665
00:21:39,029 --> 00:21:41,609
你知道整体表现不错

666
00:21:41,609 --> 00:21:42,589
这里有个关键点

667
00:21:42,589 --> 00:21:43,049
好的

668
00:21:43,049 --> 00:21:45,939
如果你想了解哪些股票

669
00:21:45,939 --> 00:21:47,219
你知道这些公司

670
00:21:47,219 --> 00:21:49,979
公司接踵而来的资本开支数字

671
00:21:49,979 --> 00:21:51,190
听着

672
00:21:51,309 --> 00:21:53,210
如果你想知道谁在获得这些资金

673
00:21:53,210 --> 00:21:55,130
告诉你谁在获得这些资金

674
00:21:55,130 --> 00:22:00,480
英伟达、东芝、美光

675
00:22:00,480 --> 00:22:03,940
这类公司正大幅受益于这一切

676
00:22:03,940 --> 00:22:04,420
好的

677
00:22:04,420 --> 00:22:06,420
看到这些公司增加资本支出

678
00:22:06,420 --> 00:22:09,000
只是想了解更多资金流入英伟达

679
00:22:09,000 --> 00:22:10,500
更多资金流入AMD

680
00:22:10,500 --> 00:22:12,589
更多资金流入美光

681
00:22:12,589 --> 00:22:19,470
这些财报让我对明年股价信心下降

682
00:22:19,470 --> 00:22:22,549
如果我们只看未来十二到十八个月

683
00:22:22,549 --> 00:22:25,250
我对微软的信心减弱

684
00:22:25,250 --> 00:22:27,349
谷歌、Meta、亚马逊

685
00:22:27,710 --> 00:22:31,349
我对英伟达、AMD、美光更有信心

686
00:22:31,349 --> 00:22:32,809
这类股票没错

687
00:22:32,809 --> 00:22:35,390
他们正在赚得盆满钵满

688
00:22:35,390 --> 00:22:36,109
现在

689
00:22:36,109 --> 00:22:39,509
这些公司正持续加大投入

690
00:22:39,509 --> 00:22:42,509
他们持续投入

691
00:22:43,559 --> 00:22:50,410
这些芯片相关公司将成为短期投资标的

692
00:22:50,410 --> 00:22:51,390
亚马逊、谷歌

693
00:22:51,390 --> 00:22:52,029
Meta

694
00:22:52,029 --> 00:22:56,730
微软直到这些公司削减开支

695
00:22:58,140 --> 00:22:58,660
我说

696
00:22:58,660 --> 00:22:59,819
芯片公司才是投资重点

697
00:22:59,819 --> 00:23:00,299
你知道的

698
00:23:00,299 --> 00:23:02,680
在更短期的考虑中

699
00:23:02,680 --> 00:23:05,420
比如未来十二到十八个月

700
00:23:05,420 --> 00:23:06,700
这些公司正在裁员

701
00:23:06,700 --> 00:23:08,380
这对这些公司来说将是好消息

702
00:23:08,380 --> 00:23:09,619
比如Meta和微软

703
00:23:09,619 --> 00:23:10,519
还有亚马逊这些公司

704
00:23:10,519 --> 00:23:10,740
因为

705
00:23:10,740 --> 00:23:12,359
这样他们就不必再担心

706
00:23:12,359 --> 00:23:14,200
未来几年的折旧费用大幅减少

707
00:23:14,200 --> 00:23:15,309
对吧

708
00:23:15,309 --> 00:23:17,829
他们的现金流可以大幅回升

709
00:23:17,829 --> 00:23:19,480
从自由现金流来看

710
00:23:19,480 --> 00:23:21,640
但在短期内

711
00:23:21,640 --> 00:23:22,240
你知道的

712
00:23:23,319 --> 00:23:25,019
你必须持有

713
00:23:25,019 --> 00:23:28,420
我觉得必须持有这三只股票之一

714
00:23:28,420 --> 00:23:29,980
你必须持有英伟达

715
00:23:29,980 --> 00:23:31,359
或者必须持有AMD

716
00:23:31,359 --> 00:23:33,220
或者必须持有美光科技

717
00:23:33,220 --> 00:23:33,700
比如

718
00:23:33,700 --> 00:23:37,079
这些公司未来几年将赚得盆满钵满

719
00:23:37,079 --> 00:23:38,099
在当前时间节点

720
00:23:38,099 --> 00:23:39,730
现在以微软为例

721
00:23:39,730 --> 00:23:43,250
微软的主要问题是Azure增长

722
00:23:43,250 --> 00:23:44,329
Azure云服务

723
00:23:44,329 --> 00:23:44,990
你知道的

724
00:23:44,990 --> 00:23:45,970
谈到增长

725
00:23:45,970 --> 00:23:46,329
嗯

726
00:23:46,329 --> 00:23:47,309
39到40

727
00:23:47,309 --> 00:23:49,089
这就是他们目前的表现

728
00:23:49,089 --> 00:23:52,210
我们看不到Azure增长显著加速

729
00:23:52,210 --> 00:23:52,890
然而

730
00:23:52,890 --> 00:23:54,750
如果看AWS增长

731
00:23:54,750 --> 00:23:57,849
每个季度都在快速增长

732
00:23:57,849 --> 00:24:02,369
我们看到AWS增长率显著提升

733
00:24:02,369 --> 00:24:03,970
谷歌云也是如此

734
00:24:03,970 --> 00:24:05,769
但Azure并未出现这种情况

735
00:24:05,769 --> 00:24:08,930
增速基本符合预期

736
00:24:08,930 --> 00:24:12,359
约30%左右，没有明显加速

737
00:24:12,359 --> 00:24:15,950
这也是微软当前的制约因素

738
00:24:15,950 --> 00:24:16,930
微软4P估值

739
00:24:16,930 --> 00:24:18,509
我们看到约24倍估值

740
00:24:18,509 --> 00:24:19,190
还算不错

741
00:24:19,190 --> 00:24:20,529
微软当前股价并不高

742
00:24:20,529 --> 00:24:23,240
我担心的是24倍市盈率对应的18倍PEG

743
00:24:23,240 --> 00:24:23,680
听着

744
00:24:23,680 --> 00:24:25,440
这些公司正在激进扩张

745
00:24:25,440 --> 00:24:28,440
将损害净利润和每股收益

746
00:24:28,440 --> 00:24:30,160
可能超出市场预期

747
00:24:30,160 --> 00:24:32,279
因此不要轻信未来预测

748
00:24:32,279 --> 00:24:34,730
这些公司的市盈率目前

749
00:24:34,809 --> 00:24:35,910
这是需要留意的

750
00:24:35,910 --> 00:24:38,390
你知道有些事情需要记住

751
00:24:38,390 --> 00:24:40,069
好的嗯不过就是这样

752
00:24:40,069 --> 00:24:44,650
如果你拥有微芯和AMD

753
00:24:44,650 --> 00:24:45,470
英伟达

754
00:24:45,470 --> 00:24:48,250
今晚睡得好好

755
00:24:48,250 --> 00:24:48,670
今晚

756
00:24:48,670 --> 00:24:49,029
好的

757
00:24:49,029 --> 00:24:50,130
这就是我要说的全部

758
00:24:50,130 --> 00:24:53,119
今晚好好睡一觉

759
00:24:53,119 --> 00:24:53,619
好的

760
00:24:53,619 --> 00:24:56,440
你知道如果这些公司今天都说

761
00:24:56,440 --> 00:24:56,880
嘿

762
00:24:56,880 --> 00:24:58,880
我们将在2027年适度支出

763
00:24:58,880 --> 00:25:02,710
而它们都公布了与预期一致的资本支出数据

764
00:25:02,710 --> 00:25:04,829
那么你可能会有点害怕

765
00:25:04,829 --> 00:25:06,049
如果你持有英伟达或AMD

766
00:25:06,049 --> 00:25:07,390
但恰恰相反

767
00:25:07,390 --> 00:25:10,190
所以不要惊讶如果明天

768
00:25:10,190 --> 00:25:11,109
不要感到意外

769
00:25:11,109 --> 00:25:13,119
如果明天英伟达股价上涨

770
00:25:13,119 --> 00:25:13,720
很可观

771
00:25:13,720 --> 00:25:14,880
AMD股价上涨

772
00:25:14,880 --> 00:25:16,980
微芯股价上涨

773
00:25:16,980 --> 00:25:17,359
很可观

774
00:25:17,359 --> 00:25:19,680
不要惊讶如果微芯明天创历史新高

775
00:25:19,680 --> 00:25:22,180
不要惊讶如果AMD明天创历史新高

776
00:25:22,180 --> 00:25:24,579
不要惊讶如果英伟达明天创历史新高

777
00:25:24,579 --> 00:25:25,700
这就是我说的

778
00:25:25,700 --> 00:25:27,380
好的马上下一个

779
00:25:27,380 --> 00:25:28,339
但这些其他公司

780
00:25:28,339 --> 00:25:29,119
它们参差不齐

781
00:25:29,119 --> 00:25:32,829
它们短期内涨幅有限

782
00:25:32,829 --> 00:25:35,130
直到资本支出降温

783
00:25:35,130 --> 00:25:37,309
因为这只是数字计算

784
00:25:37,309 --> 00:25:39,109
这就是接下来的内容

785
00:25:39,109 --> 00:25:41,259
以芝士蛋糕工厂为例

786
00:25:41,259 --> 00:25:41,920
哦这个

787
00:25:41,920 --> 00:25:42,559
我喜欢蛋糕

788
00:25:42,559 --> 00:25:43,880
他们不必担心支出

789
00:25:43,880 --> 00:25:44,740
在AI上谢天谢地

790
00:25:44,740 --> 00:25:46,099
人们只需要吃饭

791
00:25:46,099 --> 00:25:47,059
我想要美食

792
00:25:47,059 --> 00:25:47,480
没错

793
00:25:47,480 --> 00:25:49,359
所以芝士蛋糕工厂这里

794
00:25:49,359 --> 00:25:52,180
公司财报获得B+评级

795
00:25:52,180 --> 00:25:54,839
营收增长至9780万美元

796
00:25:54,839 --> 00:25:57,910
相比去年同期的9270万美元

797
00:25:57,910 --> 00:26:01,029
食品饮料成本占营收比例下降

798
00:26:01,029 --> 00:26:04,029
人力成本占营收比例降低

799
00:26:04,029 --> 00:26:07,979
其他运营成本略有上升

800
00:26:07,979 --> 00:26:09,338
嗯，两到七点

801
00:26:09,338 --> 00:26:11,239
所以这就是那个糟糕的项目

802
00:26:11,239 --> 00:26:11,909
没错

803
00:26:11,909 --> 00:26:15,509
GSix点五%对去年同一季度的六点五%

804
00:26:15,509 --> 00:26:18,009
折旧和摊销费用公司略有增加

805
00:26:18,009 --> 00:26:19,289
增长了2.9%

806
00:26:19,289 --> 00:26:23,470
预开业成本也下降了，本季度我们的预开业成本实际减少

807
00:26:23,470 --> 00:26:26,638
所以总成本和费用反而出人意料地降低

808
00:26:26,638 --> 00:26:26,838
嗯

809
00:26:26,838 --> 00:26:29,440
与去年同一季度持平

810
00:26:29,440 --> 00:26:30,539
你可能会觉得像

811
00:26:30,539 --> 00:26:31,000
哦，明白了

812
00:26:31,000 --> 00:26:33,819
所以他们的盈利能力无法提升，因为同比持平

813
00:26:33,819 --> 00:26:36,450
因为我们的收入大幅增长没错

814
00:26:36,450 --> 00:26:37,829
即使按相同比例计算

815
00:26:37,829 --> 00:26:38,829
就像你的你的

816
00:26:38,829 --> 00:26:41,809
你的营业利润仍将大幅增长没错

817
00:26:41,809 --> 00:26:43,390
营业利润达到五百万美元

818
00:26:43,390 --> 00:26:45,640
相比去年的五十万

819
00:26:45,640 --> 00:26:46,519
接近五十万

820
00:26:46,519 --> 00:26:47,220
两百万美元

821
00:26:47,220 --> 00:26:48,690
去年同一季度的数据

822
00:26:48,690 --> 00:26:50,269
今年没有一次性项目

823
00:26:50,269 --> 00:26:54,450
去年发生了十五点八百万美元的债务注销损失

824
00:26:54,450 --> 00:26:55,049
八百万美元

825
00:26:55,049 --> 00:26:56,579
今年没有这个一次性项目

826
00:26:56,579 --> 00:27:00,298
因此公司净利润飙升

827
00:27:00,298 --> 00:27:01,078
四十九点

828
00:27:01,078 --> 00:27:02,439
本季度净利润五百万美元

829
00:27:02,439 --> 00:27:02,919
两点

830
00:27:02,919 --> 00:27:05,900
去年同一季度净利润九百万美元

831
00:27:05,900 --> 00:27:09,380
稀释每股收益降至1.02美元，相比去年的0.67美元

832
00:27:09,380 --> 00:27:10,400
评级为B+

833
00:27:10,400 --> 00:27:14,769
如果能控制其他运营成本和费用会更好

834
00:27:14,769 --> 00:27:15,470
你知道的

835
00:27:15,470 --> 00:27:17,630
我本可以将该公司评级提升到A级

836
00:27:17,630 --> 00:27:19,609
应该能达到A级水平

837
00:27:19,609 --> 00:27:20,138
好的

838
00:27:20,138 --> 00:27:22,939
Cheesecake Factory盘后股价65.50

839
00:27:22,939 --> 00:27:25,078
65.50仍是买入价

840
00:27:25,078 --> 00:27:25,919
一直值得买入

841
00:27:25,919 --> 00:27:26,179
你知道的

842
00:27:26,179 --> 00:27:27,098
我开始买入股票

843
00:27:27,098 --> 00:27:28,499
当股价在三十美元左右时

844
00:27:28,499 --> 00:27:30,439
三十美元区间值得买入

845
00:27:30,439 --> 00:27:31,398
四十美元区间值得买入

846
00:27:31,398 --> 00:27:32,278
五十美元区间持续买入

847
00:27:32,278 --> 00:27:33,529
六十美元区间仍是买入

848
00:27:33,529 --> 00:27:33,930
你知道的

849
00:27:33,930 --> 00:27:36,809
考虑到未来几年的扩展机会

850
00:27:36,809 --> 00:27:38,890
在阿拉斯加北部，这个花童形象将在未来十年持续流行

851
00:27:38,890 --> 00:27:41,359
加上他们的其他概念随后会跟进

852
00:27:41,359 --> 00:27:45,059
再加上他们拥有绝对可靠的自动取款机之一，属于史上最成功的

853
00:27:45,059 --> 00:27:48,138
连锁餐厅之一的芝士蛋糕工厂

854
00:27:48,138 --> 00:27:49,798
价格大概在十五美元左右

855
00:27:49,798 --> 00:27:51,529
P值大致在那个区间

856
00:27:51,529 --> 00:27:52,730
这仍然是值得买入

857
00:27:52,730 --> 00:27:53,789
这仍然是值得买入

858
00:27:53,789 --> 00:27:55,529
所以买入价在65.5美元

859
00:27:55,529 --> 00:27:56,890
但会一路买进

860
00:27:56,890 --> 00:27:58,369
而且今天仍然在上涨

861
00:27:58,369 --> 00:27:58,750
没错

862
00:27:58,750 --> 00:28:00,589
股价长期有望突破一百美元

863
00:28:00,589 --> 00:28:02,890
也许会成为两百美元的股票

864
00:28:02,890 --> 00:28:03,329
长期来看

865
00:28:03,329 --> 00:28:03,769
拭目以待

866
00:28:03,769 --> 00:28:05,390
但它也是优质分红股

867
00:28:05,390 --> 00:28:06,450
是一家稳健公司

868
00:28:06,450 --> 00:28:09,809
无需担忧巨额资本开支

869
00:28:09,809 --> 00:28:10,390
他们将投入多少

870
00:28:10,390 --> 00:28:12,519
因为他们正在疯狂布局AI芯片

871
00:28:12,519 --> 00:28:13,980
无需担心这些因素

872
00:28:13,980 --> 00:28:15,119
我真的很喜欢蛋糕股

873
00:28:15,119 --> 00:28:16,000
这是我最爱的股票之一

874
00:28:16,000 --> 00:28:16,920
在股市中实属罕见

875
00:28:16,920 --> 00:28:18,450
它曾为我带来巨大收益

876
00:28:18,450 --> 00:28:20,769
关于我们能赚多少钱

877
00:28:20,769 --> 00:28:21,869
关于蛋糕股而言

878
00:28:21,869 --> 00:28:26,589
最棒的是蛋糕股每季度向我派发丰厚股息

879
00:28:26,589 --> 00:28:29,470
然后我可以将这笔钱投入其他优质机会

880
00:28:29,470 --> 00:28:30,529
我可以增持蛋糕股

881
00:28:30,529 --> 00:28:31,160
或者我可以购买

882
00:28:31,160 --> 00:28:31,440
你知道的

883
00:28:31,440 --> 00:28:33,279
如果亚马逊或谷歌大幅下跌

884
00:28:33,279 --> 00:28:34,559
谷歌或其他公司

885
00:28:34,559 --> 00:28:36,740
市场中总能找到其他机会

886
00:28:36,740 --> 00:28:39,740
这是蛋糕股最被低估的优势

887
00:28:39,740 --> 00:28:40,960
目前正是时候

888
00:28:40,960 --> 00:28:43,160
让我们继续讨论一只值得买入的惊人股票

889
00:28:43,160 --> 00:28:43,400
现在

890
00:28:43,400 --> 00:28:44,700
它具备巨大增长潜力

891
00:28:44,700 --> 00:28:46,420
我非常喜爱这只股票

892
00:28:46,420 --> 00:28:46,960
好的

893
00:28:46,960 --> 00:28:49,150
这是该股票的损益表

894
00:28:49,150 --> 00:28:49,910
好的

895
00:28:49,910 --> 00:28:51,529
获得了A+评级

896
00:28:51,529 --> 00:28:52,960
A+评级

897
00:28:52,960 --> 00:28:57,519
公司总利息收入同比上涨31%

898
00:28:57,519 --> 00:29:01,140
净利息收入为我们的净收益

899
00:29:01,140 --> 00:29:01,259
抱歉

900
00:29:01,259 --> 00:29:03,640
总利息支出仅增长了百分之十六

901
00:29:03,640 --> 00:29:08,859
因此，该公司净利息收入同比上涨了百分之三十九

902
00:29:08,859 --> 00:29:09,940
贷款发放

903
00:29:09,940 --> 00:29:14,559
销售证券化及服务业务增长了百分之百六十九

904
00:29:14,559 --> 00:29:16,759
技术产品与解决方案同比表现

905
00:29:16,759 --> 00:29:17,980
对公司而言这是个糟糕的季度

906
00:29:17,980 --> 00:29:18,740
同比四年数据

907
00:29:18,740 --> 00:29:19,819
同比下降百分之三

908
00:29:19,819 --> 00:29:22,859
贷款平台费用同比上涨百分之四十九

909
00:29:22,859 --> 00:29:25,880
其他业务同比增加百分之八十七

910
00:29:25,880 --> 00:29:29,490
总非利息收入增长百分之四

911
00:29:29,490 --> 00:29:31,220
同比上涨百分之九

912
00:29:31,220 --> 00:29:34,619
因此，公司总收入同比增长百分之四十三

913
00:29:34,619 --> 00:29:37,420
按年同比计算达到一点一亿美元

914
00:29:37,420 --> 00:29:40,019
从七千七百一十万美元

915
00:29:40,019 --> 00:29:41,069
哇

916
00:29:41,069 --> 00:29:42,269
销售与市场

917
00:29:42,269 --> 00:29:42,869
呃

918
00:29:42,869 --> 00:29:46,200
该公司此处为一项较高支出项

919
00:29:46,200 --> 00:29:47,160
我看不清自己的字迹

920
00:29:47,160 --> 00:29:50,380
我认为该公司同比实现了百分之四十一的增长

921
00:29:50,380 --> 00:29:51,819
这是一个非常高的数字

922
00:29:51,819 --> 00:29:55,068
但我要说的是净收入仍超越了这一增长

923
00:29:55,068 --> 00:29:57,969
所以我本可以对此用蓝色标注

924
00:29:57,969 --> 00:30:01,539
我刚才在看非利息部分，抱歉

925
00:30:01,539 --> 00:30:03,339
总利息收入增长百分之三一

926
00:30:03,339 --> 00:30:04,859
我本应该用蓝色标注的

927
00:30:04,859 --> 00:30:06,160
确实如此

928
00:30:06,160 --> 00:30:07,579
总非利息

929
00:30:07,579 --> 00:30:08,960
支出仅增长百分之三十

930
00:30:08,960 --> 00:30:12,809
税前利润增长百分之一百五十

931
00:30:12,809 --> 00:30:16,049
净利润增长百分之一百三十五

932
00:30:16,049 --> 00:30:18,569
尽管观察利息支出

933
00:30:18,569 --> 00:30:23,170
或所得税费用增长了百分之二百八十

934
00:30:23,170 --> 00:30:23,829
这里

935
00:30:23,829 --> 00:30:24,910
就是这样

936
00:30:24,910 --> 00:30:25,329
他们确实

937
00:30:25,329 --> 00:30:28,470
公司所得税费用接近三十三万美元

938
00:30:28,470 --> 00:30:29,410
相比仅八点

939
00:30:29,410 --> 00:30:30,250
六百万美元

940
00:30:30,250 --> 00:30:34,910
尽管如此，公司净利润仍同比上涨百分之一百三十五

941
00:30:34,910 --> 00:30:35,990
同比来看

942
00:30:35,990 --> 00:30:41,138
每股收益增长一倍至十二美分，从六美分

943
00:30:41,138 --> 00:30:43,979
这家公司表现强劲

944
00:30:43,979 --> 00:30:45,219
难道不是吗

945
00:30:47,159 --> 00:30:50,359
如果我说股价是SOFI

946
00:30:50,359 --> 00:30:51,779
确实是SOI股票

947
00:30:51,779 --> 00:30:55,079
这只股票绝对值得买入

948
00:30:55,079 --> 00:30:55,630
好的

949
00:30:55,630 --> 00:30:56,569
看看成员们

950
00:30:56,569 --> 00:30:57,390
我称他们为顾客

951
00:30:57,390 --> 00:30:58,450
他们称自己为成员

952
00:30:58,450 --> 00:31:00,369
他们的成员刚刚达到十四点

953
00:31:00,369 --> 00:31:02,529
从十点增长到七百万

954
00:31:02,529 --> 00:31:03,450
九百万成员

955
00:31:03,450 --> 00:31:03,930
请记住

956
00:31:03,930 --> 00:31:06,519
他们还有很长的路要走，目前成员数量如此

957
00:31:06,519 --> 00:31:09,420
这是一种长期可能拥有上千万用户的公司

958
00:31:09,420 --> 00:31:12,670
长期来看还有更多成员增长

959
00:31:12,670 --> 00:31:17,150
我认为本季度最被低估且未被重视的事

960
00:31:17,150 --> 00:31:18,549
是他们的技术平台

961
00:31:18,549 --> 00:31:19,579
伽利略平台没错

962
00:31:19,579 --> 00:31:23,220
平台账户连续两个季度下滑

963
00:31:23,220 --> 00:31:24,380
从一百六十万开始

964
00:31:24,380 --> 00:31:25,460
不是一百五十八万

965
00:31:25,460 --> 00:31:26,829
然后降至一百二十八万

966
00:31:26,829 --> 00:31:29,529
他们刚刚反转趋势增至一百三十三万

967
00:31:29,529 --> 00:31:32,740
我认为这是值得关注的

968
00:31:32,740 --> 00:31:35,859
或许叠加这份强劲的财报

969
00:31:35,859 --> 00:31:36,799
没错

970
00:31:36,799 --> 00:31:38,400
我再次在X页面发布这条

971
00:31:38,400 --> 00:31:40,339
如果你没关注我的X账号且使用X平台

972
00:31:40,339 --> 00:31:41,519
或许应该关注我

973
00:31:41,519 --> 00:31:43,039
链接在下方描述区域

974
00:31:43,039 --> 00:31:45,519
我说这可能听起来疯狂

975
00:31:45,519 --> 00:31:49,880
Sofi有望股价突破一百美元

976
00:31:49,880 --> 00:31:52,099
长期或达五十美元以上

977
00:31:52,099 --> 00:31:53,119
五年内实现

978
00:31:53,119 --> 00:31:54,220
伴随风险

979
00:31:54,220 --> 00:31:55,700
Sofi的风险是什么

980
00:31:55,700 --> 00:31:57,839
破产风险为零

981
00:31:57,839 --> 00:32:00,019
他们属于金融相关领域

982
00:32:00,019 --> 00:32:02,960
力求保持轻资产商业模式

983
00:32:02,960 --> 00:32:04,279
并出售贷款业务

984
00:32:04,279 --> 00:32:05,638
避免过多风险

985
00:32:05,638 --> 00:32:06,939
同时赚取高额利润

986
00:32:06,939 --> 00:32:08,659
通过手续费和中介角色

987
00:32:08,659 --> 00:32:09,858
但仍存在风险

988
00:32:09,858 --> 00:32:10,358
没错

989
00:32:10,358 --> 00:32:11,819
仍然存在风险

990
00:32:11,819 --> 00:32:12,579
风险在于

991
00:32:12,579 --> 00:32:13,660
任何银行投资

992
00:32:13,660 --> 00:32:14,380
无论谁

993
00:32:14,380 --> 00:32:14,869
都存在

994
00:32:14,869 --> 00:32:15,829
风险就像

995
00:32:15,829 --> 00:32:17,990
他们过度杠杆化

996
00:32:17,990 --> 00:32:18,829
导致归零

997
00:32:18,829 --> 00:32:19,809
罗伯特·德尼罗

998
00:32:19,809 --> 00:32:20,730
最后行动英雄

999
00:32:20,730 --> 00:32:21,190
好的

1000
00:32:21,190 --> 00:32:22,329
这可不是什么好事

1001
00:32:22,329 --> 00:32:24,230
所以一定要记住这一点

1002
00:32:24,230 --> 00:32:24,630
没错

1003
00:32:24,630 --> 00:32:26,380
这就是为什么你永远得不到两个

1004
00:32:26,380 --> 00:32:28,180
投资这些公司

1005
00:32:28,180 --> 00:32:28,599
没错

1006
00:32:28,599 --> 00:32:30,700
但我也说过这伴随着巨大机会

1007
00:32:30,700 --> 00:32:32,380
他们的执行力令人印象深刻

1008
00:32:32,380 --> 00:32:33,730
安东尼·诺托

1009
00:32:33,730 --> 00:32:34,529
你知道的

1010
00:32:34,529 --> 00:32:37,130
这家公司不容小觑

1011
00:32:37,130 --> 00:32:38,730
在银行业领域

1012
00:32:38,730 --> 00:32:41,349
他们会员已接近十五万

1013
00:32:41,349 --> 00:32:42,220
现在

1014
00:32:42,539 --> 00:32:43,480
我们正在谈论

1015
00:32:43,480 --> 00:32:44,460
他们即将大快朵颐

1016
00:32:44,460 --> 00:32:45,799
很快就要吃掉所有人的午餐了

1017
00:32:45,799 --> 00:32:46,480
我不管

1018
00:32:46,480 --> 00:32:46,640
谁

1019
00:32:46,640 --> 00:32:46,920
你是谁

1020
00:32:46,920 --> 00:32:47,119
富国银行

1021
00:32:47,119 --> 00:32:47,519
花旗银行

1022
00:32:47,519 --> 00:32:48,119
美国银行

1023
00:32:48,119 --> 00:32:49,059
摩根大通

1024
00:32:49,059 --> 00:32:52,099
必须将Sofi视为对你们业务的真实威胁

1025
00:32:52,099 --> 00:32:52,559
现在

1026
00:32:52,559 --> 00:32:53,819
此时此刻

1027
00:32:53,819 --> 00:32:54,699
他们很强大

1028
00:32:54,699 --> 00:32:55,900
他们很强大

1029
00:32:55,900 --> 00:32:58,980
同时他们也在瞄准许多金融科技公司

1030
00:32:58,980 --> 00:33:01,900
凭借更多产品和股票业务

1031
00:33:01,900 --> 00:33:02,740
进一步涉足加密货币

1032
00:33:02,740 --> 00:33:03,619
这类业务

1033
00:33:03,619 --> 00:33:06,690
当安东尼·诺托完成这家公司时令人印象深刻

1034
00:33:06,690 --> 00:33:09,059
没错，所以记住

1035
00:33:09,059 --> 00:33:11,460
这家公司未来几年有巨大机会

1036
00:33:11,460 --> 00:33:12,099
伴随风险

1037
00:33:12,099 --> 00:33:12,740
不过兄弟

1038
00:33:12,740 --> 00:33:13,740
我超爱这只股票

1039
00:33:13,740 --> 00:33:15,430
今天股价约十五美元

1040
00:33:15,430 --> 00:33:16,650
这是绝佳机会

1041
00:33:16,650 --> 00:33:17,349
我们正在财报季

1042
00:33:17,349 --> 00:33:19,690
各位不要过度关注短期

1043
00:33:19,690 --> 00:33:23,659
聚焦长期有卓越发展轨迹的公司

1044
00:33:23,659 --> 00:33:24,960
保持专注

1045
00:33:24,960 --> 00:33:26,440
让其他事情顺其自然

1046
00:33:26,440 --> 00:33:27,299
一切都会好起来

1047
00:33:27,299 --> 00:33:28,240
感谢大家收看

1048
00:33:28,240 --> 00:33:28,579
一如既往

1049
00:33:28,579 --> 00:33:29,440
希望你能欣赏我

1050
00:33:29,440 --> 00:33:30,119
随时保持更新

1051
00:33:30,119 --> 00:33:31,740
在这场混乱中

1052
00:33:31,740 --> 00:33:33,099
如果你准备好进行投资

1053
00:33:33,099 --> 00:33:33,819
更加严肃认真

1054
00:33:33,819 --> 00:33:36,519
你想访问所有我的课程大纲

1055
00:33:36,519 --> 00:33:37,099
对吧

1056
00:33:37,099 --> 00:33:38,740
你想加入我的私人Discord

1057
00:33:38,740 --> 00:33:39,900
聊天千次交流

1058
00:33:39,900 --> 00:33:40,079
点

1059
00:33:40,079 --> 00:33:40,559
Com

1060
00:33:40,559 --> 00:33:41,640
独家每周视频

1061
00:33:41,640 --> 00:33:42,960
你想看到我的操作

1062
00:33:42,960 --> 00:33:43,539
我正在做的

1063
00:33:43,539 --> 00:33:46,740
你想让我们把钢制会员卡寄到你家

1064
00:33:46,740 --> 00:33:48,059
我们会为你处理所有这些

1065
00:33:48,059 --> 00:33:49,880
好的还有你的黑卡

1066
00:33:49,880 --> 00:33:51,319
如果你终身加入我们

1067
00:33:51,319 --> 00:33:52,680
我们也会寄给你

1068
00:33:52,680 --> 00:33:53,059
好的

1069
00:33:53,059 --> 00:33:55,039
衷心祝福，祝你有个美好一天

共 9 条，按点赞数排序。

采集完成，该视频无弹幕