【老李玩钱】个股点评，操作计划：SOFI, GOOG, MSFT, AMZN, META

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哈喽哈喽

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朋友们大家好

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大家好

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咱们准备开始直播啊

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准备开始直播

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能听到我说话吧

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颜值发型都没有问题吧

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直播刚刚开启啊

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啊刚进直播间的朋友

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给咱们的直播间稍微暖暖场

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点点赞

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小红心点一点

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然后呢

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没有订阅的朋友把老李这个频道

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抓紧时间订阅上

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这样子呢

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以后老李在发视频或者是开直播的时候啊

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朋友们都会第一时间收到通知

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给咱们直播间暖一波场

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之后呢

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咱们就开启今天的性感直播啊

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今天是野生的老李啊

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不是平常大家看到的视频里的老李

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视频里的老李是有延迟的

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直播当中的老李啊是完全在线的啊

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是现场直播

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没有任何的延迟

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野生的

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咱们今天呢有很多重要的内容要讲啊

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呃直播间多少人呢

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我来看一眼啊

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上人上的再上一上人啊

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给咱们直播间再上一上人

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然后呢咱们直播马上开始啊

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现在是呃4月29日

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这个美息时间的12:46分啊

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股市还在盘中

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美股呢还在疯狂的啊跳动

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那么啊今天呢啊主要是跟大家来过一下这个啊

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财报啊

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今天又被誉为是美股当中的超级晚

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美股中的春晚啊

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一会儿盘后有四大科技巨头将会发布财报

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今天的盘前呢已经有一只这个股票啊

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也是咱们的一支持仓股

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就是SOFI已经是发了财报啊

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这个财报暴雷了啊

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非常的可惜

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财报暴雷了

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一会呢会跟大家来重点分析啊

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跟解读呃

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今天呢还有这个美联储公布了最新的会议

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决议啊

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一会呢咱们在直播当中都会一起说到啊

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但是咱们啊说正事之前呢

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依照国际惯例

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还是先来跟大家啊

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简单的看一下我的账户情况啊

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大家呢弹幕可以积极的发表啊

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可以发表各自的意见啊

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今天这个我账户啊

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现在是呃截至目前下跌了600多美金

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将近700美金

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还好啊

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马上停盘

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大概还有10分钟停盘

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我账户的总资产呢目前是收在了29万啊

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这个1000多啊

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这是今天我账户里所有股票的

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这个表现的情况啊

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哪些股票今天是涨的

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哪些呢是跌的啊

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今天咱们账户里面啊这个损失比较惨的比较惨

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那只股票就是so f啊

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因为呢早上的时候发了财报

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一会咱们会重点说AAMD呢今天继续雄起啊

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昨天前两天下跌了之后呢

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呃AAMD今天又涨了4%

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这个呢我在上一期视频里面跟大家说了

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我AAMD的减仓计划就是AAMD啊

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在近期如果继续上涨

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涨到350以上啊

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我会对AMD进行减仓

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这个在视频里面已经跟大家做过通知了

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然后visa好像是在昨天啊啊盘后发了财报

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财报业绩还不错

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然后今天咱们这个visa呢是上涨了啊

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今天大涨8%点多好了

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咱们先跟大家来过一下美联储的这个会议的啊

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结果啊今天呢是这个会议呢啊其实有惊无险

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就是是老鲍啊

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鲍威尔呃

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这个最后一场会议了

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那么老鲍呢啊都快这个退了啊

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退下去了

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肯定呢不会出什么大的幺蛾子

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就是肯定还是以稳健啊为主啊

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那么呃这个这个美联储决定呢

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将联邦基金利率还是维持在3.5%

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到3.75%这个水平啊

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也就是说没有加息

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也没有降息

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维持利率不变啊

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这一举措呢基本是符合市场预期

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然后呢呃这个决议的要点呢

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有这个美联储呢整体持一个观望的立场

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尽管经济活动正以稳健步伐扩张

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但就业增长仍然偏低

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失业率保持稳定

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美联储表示在考虑降息之前

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需要对通胀正啊

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持续朝着其2%的目标回落有更大的信心

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然后美联储指出了地缘政治方面的一

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些不确定性啊

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啊这个声明中明确指出

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中东局势的发展

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以呃呃已为美国经济前景带来高度不确定性

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并加剧了全球能源价格的波动啊

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然后还有非常重要的一点

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就是这次会议上公布的这个点阵图啊

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也就是对未来降息路径的一个预测啊

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呃从点阵图上我们能看出

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官员们仍预计在2026年年底前啊

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会至少会有一次降息啊

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不过呢该年度的GDP和通胀预测中值

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都被小幅的上调了啊

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也就是说今年呢呃点阵图上预测

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还是会有那么一次降息的啊

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这跟咱之前的这个预期呢也差不多啊

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我之前预期说

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今年呢大概会有一次降息25个基点

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但是呢大概率会在下半年啊

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现在来看呢

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可能下半年啊都有点说的

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这个时间范围有点宽了

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我可能觉得啊会在7月或者是9月以后啊

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才会有这么一次降息

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也就是说在啊6月份之前

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7月份之前大家不用想了啊

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就是美联储就基本上不会降息了

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然后资产负债表方面呢

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美联储将继续以当前速度缩减

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其持有的美国国债和机构债务

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并维持其在更长时间内保持较高水平的

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这个立场啊

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直到数据表明有必要啊做出转变

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刚才我也说了

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这是啊鲍威尔啊在任职期间的最后一次会议了

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然后呢啊他啊这个打算啊

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在这个一段未明确说明的时间内

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继续留任联邦啊

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这个呃储备委员会的理事理事会啊

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然后呢这也为啊

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就是特朗普总统提名的凯文沃什

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在6月主持下次啊美联储会议呢铺平了道路啊

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就这个美老报呢就是相当于是完美谢幕了啊

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这次会议之后啊

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老鲍咱给他鼓鼓掌啊

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老鲍呢要完美谢幕了

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下一任呢就是特朗普提名的这个凯文沃什啊

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将在6月份啊啊上任

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然后下一次咱们再来分析美联储会议的时候啊

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就变成了凯文沃什

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就不是老爆了啊

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咱们我做了大概56年的这个视频了啊

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56年的这个YOUTUBE

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咱分析股票啊

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每次分析美联储啊

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呃都是老爆

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还挺不舍的啊

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对鲍威尔还挺不舍

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咱也经常说一句话

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说这个呃一顿操作猛如虎

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涨跌全靠这个美联储啊

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老爆咱给他鼓鼓掌啊

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啊送老爆最后一程好了

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咱们这个美联储的会议啊

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就跟大家过完了

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基本上呢啊没什么大事啊

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美联储保持利率不变啊

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老鲍呢在最后一次会议之际也不会啊

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就像我说的啊

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不会出太大的幺蛾子啊

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就是以保守稳健的为主

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然后咱们接下来呢来说一说这个

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刚今天早上盘前

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我账户里的一只持仓股就是SOFI啊

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发了财报啊

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就是在今天盘前SOFI的财报是暴雷了啊

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大家看啊

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今天这个发财报之后

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股价下跌了15%啊

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咱非常啊

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很多朋友都在问这只股票啊

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咱们接下来呢对这个财报啊

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先做一下简单的解读

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so f呢这次的财报啊

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啊这个呃呃我先整体说我的观点啊

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这次财报我觉得啊比较一般啊

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比较一般

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这边说呢这个SOFI这次财报啊

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是录得3年来最快的营收增长啊

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确实啊SOFI这次财报当中

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它营收的同比增长是非常的高的

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但是呢市场并不买账

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咱们呢来看一看具体的一些这个细节

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首先看啊

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SOFI这一次他的在该季度啊调整后的每股收益

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也就是EPS是0.12美元

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这个呢只是符合市场的预期啊

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并没有超过市场预期

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大家要知道啊

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SOFI这支股票在以往的财报之上啊

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基本上他的EPS跟营收

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都是能够超出市场预期的

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但是这一次呢并没有超出市场预期

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只是跟市场预期持平

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也就是符合市场预期

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它的营收呢是11亿美元

220
00:08:43,929 --> 00:08:46,269
预期呢是10.5亿美元啊

221
00:08:46,269 --> 00:08:48,820
这个超出呃了市场预期

222
00:08:48,820 --> 00:08:50,879
但是呢超出的并不多

223
00:08:50,879 --> 00:08:55,220
但是这次呢就像刚才这个文章标题所说的

224
00:08:55,220 --> 00:08:55,500
呃

225
00:08:55,500 --> 00:08:58,440
SOFI这次的营收啊啊同比大涨啊

226
00:08:58,440 --> 00:09:02,580
啊好像是我记得是同比大涨了41%啊

227
00:09:02,750 --> 00:09:09,940
我们来看一下啊啊啊在哪呢啊

228
00:09:09,940 --> 00:09:13,080
对经调整后的净营收啊

229
00:09:13,080 --> 00:09:15,659
这个同比增长呢是41%啊

230
00:09:15,659 --> 00:09:17,620
这个增长率还是挺高的啊

231
00:09:17,620 --> 00:09:20,500
也是这3年过去的这3年时间内啊

232
00:09:20,500 --> 00:09:21,679
啊营收啊

233
00:09:21,679 --> 00:09:23,610
这个同比增长率是啊

234
00:09:23,610 --> 00:09:25,509
这一次啊是最高的啊

235
00:09:25,509 --> 00:09:28,149
录得了最高的一个通营收同比增长

236
00:09:28,149 --> 00:09:32,889
但是呢其他指标啊呃并不是特别的乐观啊

237
00:09:32,889 --> 00:09:37,570
比如说这个公司的业绩指引啊不是很好

238
00:09:37,570 --> 00:09:40,330
就是之前SOFI这支公这家公司啊

239
00:09:40,330 --> 00:09:40,889
一般呢

240
00:09:40,889 --> 00:09:45,349
呃咱们市场投资者是希望看到公司给出一个

241
00:09:45,349 --> 00:09:47,288
比较乐观的业绩指引

242
00:09:47,288 --> 00:09:48,229
大家发现没有

243
00:09:48,229 --> 00:09:50,389
现在很多公司在出财报之后啊

244
00:09:50,389 --> 00:09:53,509
其实实际的财呃这个财报业绩啊

245
00:09:53,509 --> 00:09:57,759
就是实际的它的业绩已经并不是那么重要了

246
00:09:57,759 --> 00:10:00,899
很多现在市场啊都在看这个指引

247
00:10:00,899 --> 00:10:02,740
也就是对未来啊

248
00:10:02,740 --> 00:10:05,649
下一季度包括全年的业绩指引

249
00:10:05,649 --> 00:10:08,169
很多都是啊财报出来之后业绩很好

250
00:10:08,169 --> 00:10:09,669
但是呢指引不行

251
00:10:09,669 --> 00:10:11,580
结果呢股价一样是暴雷

252
00:10:11,580 --> 00:10:12,419
那么soy

253
00:10:12,419 --> 00:10:15,779
这次呢他就是业绩指引呢不是特别的乐观

254
00:10:15,779 --> 00:10:18,259
公司呢维持业绩指引不变啊

255
00:10:18,259 --> 00:10:20,480
然后多头呢开始退缩

256
00:10:20,480 --> 00:10:21,940
管理层重申

257
00:10:21,940 --> 00:10:24,480
全年调整后净收入约为啊

258
00:10:24,480 --> 00:10:26,440
46.55亿美元啊

259
00:10:26,440 --> 00:10:28,200
调整后的伊比达这是多少多少

260
00:10:28,200 --> 00:10:29,339
我不跟大家念了啊

261
00:10:29,339 --> 00:10:32,538
然后呢这些指标呢都并未上调啊

262
00:10:32,538 --> 00:10:35,360
就是维持跟之前的指引是保持不变

263
00:10:35,360 --> 00:10:37,460
并没有对指引进行上调

264
00:10:37,460 --> 00:10:38,139
说明呢

265
00:10:38,139 --> 00:10:40,539
公司对这个未来的业绩指引

266
00:10:40,539 --> 00:10:43,169
并不是特别的乐观啊

267
00:10:43,570 --> 00:10:44,210
然后呢

268
00:10:44,210 --> 00:10:46,970
SOFI还有一些这个其他的一些不好

269
00:10:46,970 --> 00:10:48,529
不太好的指标啊

270
00:10:48,529 --> 00:10:51,850
就是比如说这个technology platform业务啊

271
00:10:51,850 --> 00:10:53,360
进一步恶化啊

272
00:10:53,360 --> 00:10:55,779
因为一位大客户的流失啊

273
00:10:55,779 --> 00:10:59,568
营这部分的营收是下降了27%啊

274
00:10:59,568 --> 00:11:04,889
呃然后呢这个啊信贷指标呢也有所走弱啊

275
00:11:04,889 --> 00:11:06,509
个人贷款啊

276
00:11:06,509 --> 00:11:11,120
这个核销率环比从2.8%啊

277
00:11:11,120 --> 00:11:12,440
升至3.3%

278
00:11:12,440 --> 00:11:14,600
就整体的整体来说吧

279
00:11:14,600 --> 00:11:16,839
SOFI这次这个财报啊

280
00:11:16,839 --> 00:11:21,629
啊整体来说我觉得啊只能算是一般般呃

281
00:11:21,629 --> 00:11:23,309
我不知道大家记得不记得

282
00:11:23,309 --> 00:11:25,950
在上一次上一季度SOFI发财报之后

283
00:11:25,950 --> 00:11:27,210
我也跟大家做了解读

284
00:11:27,210 --> 00:11:29,200
实际上上一份财报

285
00:11:29,200 --> 00:11:31,659
SOFI的上一份财报是不错的啊

286
00:11:31,659 --> 00:11:32,799
我跟大家当时说

287
00:11:32,799 --> 00:11:34,919
我说这份财报其实是非常不错的

288
00:11:34,919 --> 00:11:37,798
上一次财报是在1月29号发布的

289
00:11:37,798 --> 00:11:40,099
但是呢上份财报发出之后

290
00:11:40,099 --> 00:11:42,019
股价呢还是下跌了

291
00:11:42,019 --> 00:11:45,690
就是SOF这支股票怎么说呢

292
00:11:45,690 --> 00:11:47,049
呃整体来说啊

293
00:11:47,049 --> 00:11:50,570
还是咱们这个我也经常跟大家说我的一个观点

294
00:11:50,570 --> 00:11:51,769
就这支股票啊

295
00:11:51,769 --> 00:11:55,559
他是我整个账户当中市值最小的一只股票

296
00:11:55,559 --> 00:11:56,980
我经常跟大家强调啊

297
00:11:56,980 --> 00:11:59,539
我账户当中现在大概一共有13只股票

298
00:11:59,539 --> 00:12:01,820
感谢这位朋友送的一杯咖啡啊

299
00:12:01,820 --> 00:12:03,899
这个呃正飞啊

300
00:12:03,899 --> 00:12:05,779
不知道读的正飞5774啊

301
00:12:05,779 --> 00:12:06,649
比个心啊

302
00:12:06,649 --> 00:12:07,490
非常感谢啊

303
00:12:07,490 --> 00:12:10,769
有些这个朋友打赏可能我看不到啊

304
00:12:10,769 --> 00:12:12,049
因为讲的比较的投入

305
00:12:12,049 --> 00:12:13,609
比较的沉迷呃

306
00:12:13,609 --> 00:12:15,489
朋友们打赏就不需要了啊

307
00:12:15,489 --> 00:12:17,408
能来看老李的直播

308
00:12:17,408 --> 00:12:20,009
就是对老李最大的支持啊

309
00:12:20,009 --> 00:12:21,208
这个打赏啊

310
00:12:21,208 --> 00:12:22,589
能打的打不能打的

311
00:12:22,589 --> 00:12:24,259
不不需要给我打赏啊

312
00:12:24,259 --> 00:12:25,259
不需要给我打赏

313
00:12:25,259 --> 00:12:26,559
咱们继续讲啊

314
00:12:26,559 --> 00:12:28,919
SOFI呢是我整个账户当中

315
00:12:28,919 --> 00:12:31,549
这个市值最小的一家公司啊

316
00:12:31,549 --> 00:12:32,610
我经常跟大家说啊

317
00:12:32,610 --> 00:12:34,529
这SOFI这支股票它的属性啊

318
00:12:34,529 --> 00:12:39,690
他现在还是一只呃这个中小盘市值的成长股

319
00:12:39,690 --> 00:12:42,820
大家看它的市值啊是198亿呃

320
00:12:42,820 --> 00:12:44,919
咱们换算成这个BILIN的话

321
00:12:44,919 --> 00:12:46,779
它是不到20个币啊

322
00:12:46,779 --> 00:12:48,360
就是市值不到20个币

323
00:12:48,360 --> 00:12:52,470
咱们一般来说呢这个市值如果是小于十个币

324
00:12:52,470 --> 00:12:53,330
那就是小盘股

325
00:12:53,330 --> 00:12:56,149
市值在十个币到100个币之间

326
00:12:56,149 --> 00:12:56,990
中盘股啊

327
00:12:56,990 --> 00:13:00,250
市值如果说是啊高于100个币的话

328
00:13:00,250 --> 00:13:02,169
那就是这个大盘股啊

329
00:13:02,169 --> 00:13:02,649
SOF呢

330
00:13:02,649 --> 00:13:06,009
现在它妥妥的属于一只中小盘市值的这样

331
00:13:06,009 --> 00:13:07,210
一只成长股啊

332
00:13:07,210 --> 00:13:11,169
所以说呃这种股票呢就意味着有更高的波动

333
00:13:11,169 --> 00:13:14,360
也就是咱们所谓的高风险高回报对吧

334
00:13:14,360 --> 00:13:16,720
所以说咱们在布局这支股票的时候呢

335
00:13:16,720 --> 00:13:18,039
一定控制好仓位

336
00:13:18,039 --> 00:13:19,799
大家看我这个SOF的仓位啊

337
00:13:19,799 --> 00:13:22,360
一直保持这个控制的不是很大

338
00:13:22,360 --> 00:13:24,960
就SOFI一直在我的整个账户当中啊

339
00:13:24,960 --> 00:13:26,500
是一个中下等的仓位

340
00:13:26,500 --> 00:13:28,740
那么把仓位控制好之后呢

341
00:13:28,740 --> 00:13:30,879
这只股票我觉得是可以拿住

342
00:13:30,879 --> 00:13:33,799
也就是说可以去继续长期持有的

343
00:13:33,799 --> 00:13:34,960
因为这支股票啊

344
00:13:34,960 --> 00:13:38,279
它在中小盘市值的成长股这个范畴当中

345
00:13:38,279 --> 00:13:40,750
它的基本面是不错的啊

346
00:13:40,750 --> 00:13:41,850
在这个市值

347
00:13:41,850 --> 00:13:45,110
这个中小盘的这个成长股的这个范畴当中呢

348
00:13:45,110 --> 00:13:46,070
很多股票啊

349
00:13:46,070 --> 00:13:49,339
其实现在你去看他具体的这个财务的话

350
00:13:49,339 --> 00:13:53,149
他啊还都还没有实现稳定的盈利

351
00:13:53,149 --> 00:13:55,590
就是公司可能还在亏损对吧

352
00:13:55,590 --> 00:13:56,710
虽然说是成长股

353
00:13:56,710 --> 00:13:58,309
但是公司呢都没有盈利

354
00:13:58,309 --> 00:13:59,139
还是亏损

355
00:13:59,139 --> 00:14:02,559
但是soy这家公司呢它是已经能够实现啊

356
00:14:02,559 --> 00:14:05,850
一个这个呃持续稳定的盈利了

357
00:14:05,850 --> 00:14:08,259
大家看它的净利润EPS都是正的

358
00:14:08,259 --> 00:14:10,460
然后营收呢也在稳步的增长啊

359
00:14:10,460 --> 00:14:14,539
每个季度它营收都在都有同比这个在增长

360
00:14:14,539 --> 00:14:17,679
所以说这支股票的基本面还是不错的

361
00:14:17,679 --> 00:14:20,299
那么具体啊有些朋友说说老李呢

362
00:14:22,419 --> 00:14:23,620
能不能抄底

363
00:14:23,620 --> 00:14:25,360
这个我跟大家说一下

364
00:14:25,360 --> 00:14:27,279
我觉得啊先不用着急

365
00:14:27,279 --> 00:14:27,840
为什么

366
00:14:27,840 --> 00:14:30,389
因为大家我以我的经验啊

367
00:14:30,389 --> 00:14:33,149
咱朋友们可能也经历过不少的财报了

368
00:14:33,149 --> 00:14:34,509
这种财报之后

369
00:14:34,509 --> 00:14:36,110
如果股价暴雷啊

370
00:14:36,110 --> 00:14:37,389
暴雷之后啊

371
00:14:37,389 --> 00:14:38,870
财报暴雷之后

372
00:14:38,870 --> 00:14:42,110
可能还会伴随着一定的一段时间的

373
00:14:42,110 --> 00:14:43,700
这个股价的阴跌

374
00:14:43,700 --> 00:14:47,440
就是暴跌之后通常呢还会有一阵子的阴跌

375
00:14:47,440 --> 00:14:48,659
这个大家要注意

376
00:14:48,659 --> 00:14:51,279
就是你现在抄底不一定能够抄到底

377
00:14:51,279 --> 00:14:52,450
你现在去入场

378
00:14:52,450 --> 00:14:56,539
他可能接下来啊啊随着这个还会有一阵子

379
00:14:56,539 --> 00:14:57,659
很多股票都是这样的

380
00:14:57,659 --> 00:14:58,299
大家看啊

381
00:14:58,299 --> 00:14:59,769
有呃有呃

382
00:14:59,769 --> 00:15:04,340
经常有朋友就是在一只股票财报出来之后啊

383
00:15:04,340 --> 00:15:05,059
一看暴雷了

384
00:15:05,059 --> 00:15:06,580
跌了10%几啊

385
00:15:06,580 --> 00:15:08,019
20%几呃

386
00:15:08,019 --> 00:15:10,590
就就问啊说老李能不能杀进去抄底

387
00:15:10,590 --> 00:15:13,950
这个时候我一般给大家建议就是再观望观望

388
00:15:13,950 --> 00:15:15,230
让子弹呢再飞一飞

389
00:15:15,230 --> 00:15:18,070
一般的暴跌之后可能还会有阴跌啊

390
00:15:18,070 --> 00:15:19,879
就是大家这一点需要注意

391
00:15:19,879 --> 00:15:22,080
然后呢具体这个股票啊

392
00:15:22,080 --> 00:15:25,980
这个啊具体的加仓的位置或者说买入的位置

393
00:15:25,980 --> 00:15:28,220
我还是跟之前保持不变

394
00:15:28,220 --> 00:15:31,360
这只股票呢我在之前跟大家画的一条线

395
00:15:31,360 --> 00:15:33,269
就是这个位置14.8啊

396
00:15:33,269 --> 00:15:35,070
呃大家简单的可以记15

397
00:15:35,070 --> 00:15:36,509
这个价格15以下啊

398
00:15:36,509 --> 00:15:38,049
14.8这个支撑位

399
00:15:38,049 --> 00:15:39,330
15以下呢

400
00:15:39,330 --> 00:15:42,210
我会对我的SOFI啊这个进行加仓啊

401
00:15:42,210 --> 00:15:43,899
我现在是500股的SOFI

402
00:15:43,899 --> 00:15:47,139
那么我的SOFI的目标仓位是600股

403
00:15:47,139 --> 00:15:49,460
我之前一直这个也跟大家说过

404
00:15:49,460 --> 00:15:50,828
这个一直也没有变过

405
00:15:50,828 --> 00:15:53,048
600股的目标仓位从十

406
00:15:53,048 --> 00:15:55,028
如果近期啊再继续阴跌啊

407
00:15:55,028 --> 00:15:57,850
这次财报之后继续阴跌到15以下

408
00:15:57,850 --> 00:15:59,370
14.8的时候啊

409
00:15:59,370 --> 00:16:01,450
我会对SOFI开始加仓

410
00:16:01,450 --> 00:16:04,330
然后慢慢的把这个SOFI呢分批去加

411
00:16:04,330 --> 00:16:06,370
加到600股的这个目标仓位啊

412
00:16:06,370 --> 00:16:09,059
这就是我对SOFI这支股票的这个计划

413
00:16:09,059 --> 00:16:11,159
跟这次财报的解读啊

414
00:16:11,159 --> 00:16:15,440
然后呢啊现在咱们正好是停盘了啊

415
00:16:15,440 --> 00:16:16,360
停盘之后呢

416
00:16:16,360 --> 00:16:20,399
咱们马上要开始解读这个四家科技巨头的财报

417
00:16:20,399 --> 00:16:21,500
分别是微软

418
00:16:21,500 --> 00:16:22,240
谷歌

419
00:16:22,240 --> 00:16:22,899
亚马逊

420
00:16:22,899 --> 00:16:23,580
还有meta

421
00:16:23,580 --> 00:16:25,480
也就是咱们今天美股的超级碗

422
00:16:25,480 --> 00:16:27,950
四家科技巨头同时发布财报

423
00:16:27,950 --> 00:16:31,080
那么咱们这会儿财报啊还还没有出来啊

424
00:16:31,080 --> 00:16:33,240
他财报这个盘后之后呢

425
00:16:33,240 --> 00:16:35,340
需要一定的时间财报才能出来

426
00:16:35,340 --> 00:16:37,600
让老老李呢稍微休啊

427
00:16:37,600 --> 00:16:39,049
这个休息一下

428
00:16:39,049 --> 00:16:40,929
我稍微喝口喝口绿茶

429
00:16:40,929 --> 00:16:41,809
压个惊啊

430
00:16:41,809 --> 00:16:43,850
刚才咱一口气说了十几分钟

431
00:16:43,850 --> 00:16:45,690
这嗓子呢

432
00:16:47,059 --> 00:16:49,000
让稍微休息一下啊

433
00:16:49,000 --> 00:16:51,849
这位感谢这位同朋友的一位打赏啊

434
00:16:51,849 --> 00:16:53,369
这位同学叫什么

435
00:16:53,369 --> 00:16:54,708
这个名字不会念啊

436
00:16:54,708 --> 00:16:55,509
你不要

437
00:16:55,509 --> 00:16:57,528
那我偏要打赏狗头啊

438
00:16:57,528 --> 00:16:58,889
还加一个狗头表情

439
00:16:58,889 --> 00:16:59,869
谢谢谢谢啊

440
00:16:59,869 --> 00:17:00,889
非常感谢啊

441
00:17:00,889 --> 00:17:02,169
呃真的不需要打赏啊

442
00:17:02,169 --> 00:17:03,929
能那个能来看直播

443
00:17:03,929 --> 00:17:06,568
就是对老李最大的支持啊

444
00:17:06,969 --> 00:17:11,028
呃马上咱们解解读四大科技巨头的财报

445
00:17:11,028 --> 00:17:13,088
然后呢咱们稍微中场休息一下啊

446
00:17:13,088 --> 00:17:15,700
这会儿财报还没有出来呃

447
00:17:15,700 --> 00:17:17,420
呃大家不需要打赏

448
00:17:17,420 --> 00:17:18,779
看直播就好

449
00:17:18,779 --> 00:17:22,500
然后呢如果想对老李啊表示支持的话啊

450
00:17:22,500 --> 00:17:27,019
最简单的方式就是我直播的这个直播间的下方

451
00:17:27,019 --> 00:17:27,278
诶

452
00:17:27,278 --> 00:17:28,439
这个描述栏里面

453
00:17:28,439 --> 00:17:30,069
或者是置顶评论里面啊

454
00:17:30,069 --> 00:17:32,910
有一条这个IB盈透证券的链接

455
00:17:32,910 --> 00:17:34,430
大家呢这个是免费的啊

456
00:17:34,430 --> 00:17:35,589
啊高抬贵手

457
00:17:35,589 --> 00:17:38,309
简简单单的去点一下这个链接啊

458
00:17:38,309 --> 00:17:39,269
就可以了啊

459
00:17:39,269 --> 00:17:40,710
就是对老李摸他的支持

460
00:17:40,710 --> 00:17:41,750
非常的感谢啊

461
00:17:41,750 --> 00:17:42,630
这个是免费的

462
00:17:42,630 --> 00:17:43,789
不需要大家打赏啊

463
00:17:43,789 --> 00:17:46,539
只需要去啪点一下这个链接啊

464
00:17:46,539 --> 00:17:47,099
就可以

465
00:17:47,099 --> 00:17:48,980
如果有兴趣的话进去看一看

466
00:17:48,980 --> 00:17:51,059
如果还没有开通美股账户的话

467
00:17:51,059 --> 00:17:52,059
想要开户的话

468
00:17:52,059 --> 00:17:54,740
也可以去开户这个IB盈透证券啊

469
00:17:54,740 --> 00:17:56,659
IB盈透证券是非常靠谱

470
00:17:56,659 --> 00:18:01,699
非全球范围内非常大的一家这个啊美股券商啊

471
00:18:01,699 --> 00:18:03,638
大家可以开这个IB盈透证券

472
00:18:03,638 --> 00:18:06,519
如果呢想要啊开户的这个

473
00:18:06,519 --> 00:18:09,239
同时还想要嫖一些开户福利的话

474
00:18:09,239 --> 00:18:12,970
那么可以看这个咱们的木木啊啊啊

475
00:18:12,970 --> 00:18:15,549
咱们的这个老的合作方就是木木啊

476
00:18:15,549 --> 00:18:17,990
现在如果你去开户木木的话啊

477
00:18:17,990 --> 00:18:19,650
通过老李的专属邀请链接

478
00:18:19,650 --> 00:18:23,650
会有非常超值的粉丝专属福利免费赠送给你

479
00:18:23,650 --> 00:18:25,440
这个英伟达的股票

480
00:18:25,440 --> 00:18:27,500
还有8.1%的高利息

481
00:18:27,500 --> 00:18:29,420
那这是针对美国用户啊

482
00:18:29,420 --> 00:18:32,619
加拿大用户呢啊通过我的邀请链接开户的话

483
00:18:32,619 --> 00:18:36,619
最高可以享受到4600加元的现金好礼

484
00:18:36,619 --> 00:18:39,220
然后具体的这个还有6%的高利息啊

485
00:18:39,220 --> 00:18:40,660
具体的这些福利啊

486
00:18:40,660 --> 00:18:43,500
很多福利我就不去跟大家一一去念了

487
00:18:43,500 --> 00:18:45,539
除了美国和加拿大之外呢啊

488
00:18:45,539 --> 00:18:47,680
其他各国家和地区开户啊

489
00:18:47,680 --> 00:18:50,049
木木也有非常丰厚的啊

490
00:18:50,049 --> 00:18:53,029
这个奖励具体我都放在视频的下方了

491
00:18:53,029 --> 00:18:54,369
大家看完直播之后呢

492
00:18:54,369 --> 00:18:56,210
去视频下方具体去看

493
00:18:56,210 --> 00:19:00,599
然后呢没有开户的朋友可以去啊进行开户啊

494
00:19:00,599 --> 00:19:02,480
开完户之后咱们才能做美股啊

495
00:19:02,480 --> 00:19:04,940
毕竟你开完户之后才能去买股票对吧

496
00:19:04,940 --> 00:19:07,259
老李呢是妥妥的实战派啊

497
00:19:07,259 --> 00:19:10,180
咱们不是不是光说光说不练

498
00:19:10,180 --> 00:19:11,480
咱们呢是一边说

499
00:19:11,480 --> 00:19:14,380
一边呢也在跟大家去实盘展示账户

500
00:19:14,380 --> 00:19:17,059
一边呢啊也会去进行一些操作啊

501
00:19:17,059 --> 00:19:19,369
我的这个账户都是跟大家公开的

502
00:19:19,369 --> 00:19:21,190
包括账户里面有什么操作

503
00:19:21,190 --> 00:19:23,789
有什么这个加仓减仓的计划

504
00:19:23,789 --> 00:19:25,009
都会跟大家啊

505
00:19:25,009 --> 00:19:29,700
实时的这个在直播或者视频当中啊公开出来啊

506
00:19:29,700 --> 00:19:32,888
这就是咱们呃这个频道的一大特点吧

507
00:19:32,888 --> 00:19:34,348
算是啊呵呵

508
00:19:34,348 --> 00:19:36,500
这也是老李的频道的护城河啊

509
00:19:36,500 --> 00:19:38,240
有些朋友问什么叫护城河

510
00:19:38,240 --> 00:19:42,319
老李你经常说公司一家公司的护城河很扎实啊

511
00:19:42,319 --> 00:19:44,569
就是有一些这个公司啊

512
00:19:44,569 --> 00:19:45,750
比如说老李这个频道

513
00:19:45,750 --> 00:19:48,450
有一些其他频道他替代不了的

514
00:19:48,450 --> 00:19:50,490
其他频道他做不到的啊

515
00:19:50,490 --> 00:19:53,109
就是这就叫一家公司的护城河啊

516
00:19:53,109 --> 00:19:55,970
有人说咱说公司有公司护城河很扎实

517
00:19:55,970 --> 00:19:58,049
就是这家公司它有一些东西

518
00:19:58,049 --> 00:20:00,109
有一些这个竞争力啊

519
00:20:00,109 --> 00:20:04,089
呃是其他的公司所替代不了的

520
00:20:04,089 --> 00:20:05,690
抄袭不了的啊

521
00:20:05,690 --> 00:20:06,819
这个就是这个

522
00:20:06,819 --> 00:20:09,740
我想今天跟大家把这个咱们经常说的这个

523
00:20:09,740 --> 00:20:11,059
护城河这个理念啊

524
00:20:11,059 --> 00:20:12,660
跟大家应该解释清楚了啊

525
00:20:12,660 --> 00:20:16,009
就是老李这个账户咱这个频道的这个打法啊

526
00:20:16,009 --> 00:20:19,279
这就是老李频道的护城河啊

527
00:20:19,640 --> 00:20:22,880
好咱们呢来看一看这个啊

528
00:20:24,279 --> 00:20:26,140
咱看一看财报吧

529
00:20:26,140 --> 00:20:27,700
现在财报出来了没有

530
00:20:27,700 --> 00:20:31,059
然后我顺带看一下咱这个粉丝的弹幕啊

531
00:20:31,059 --> 00:20:32,539
有弹幕上有什么问题的

532
00:20:32,539 --> 00:20:33,099
可以问我

533
00:20:33,099 --> 00:20:35,700
我在这个咱们直播期间呢啊

534
00:20:35,700 --> 00:20:38,289
抽空就会跟大家来啊这个互动

535
00:20:38,289 --> 00:20:39,589
感谢这位朋友啊

536
00:20:39,589 --> 00:20:40,769
送的1V1杯

537
00:20:40,769 --> 00:20:43,730
这个6.66加元的一杯大咖啡啊

538
00:20:43,730 --> 00:20:44,450
非常感谢啊

539
00:20:44,450 --> 00:20:46,059
可以去买杯星巴克了啊

540
00:20:46,059 --> 00:20:47,200
非常感谢啊

541
00:20:47,200 --> 00:20:49,240
啊put so five

542
00:20:49,240 --> 00:20:51,660
这老李这个这个朋友有点搞笑啊

543
00:20:51,660 --> 00:20:53,829
你这是在打老李的脸嘛

544
00:20:59,880 --> 00:21:01,859
你这边put了一手SOFI啊

545
00:21:01,859 --> 00:21:03,099
put sofi赚了不少

546
00:21:03,099 --> 00:21:04,779
给老李一杯咖啊

547
00:21:04,779 --> 00:21:05,259
谢谢啊

548
00:21:05,259 --> 00:21:05,819
谢谢啊

549
00:21:05,819 --> 00:21:06,940
我也谢谢你啊

550
00:21:06,940 --> 00:21:10,660
虽然说你这一杯咖啡的钱是远远不能弥补啊

551
00:21:10,660 --> 00:21:13,680
我在收费收费上今天亏掉的钱

552
00:21:13,680 --> 00:21:15,500
但是呢还是给你点个赞啊

553
00:21:15,500 --> 00:21:16,420
非常感谢啊

554
00:21:16,420 --> 00:21:18,839
咱们稍微互动一下呃

555
00:21:18,839 --> 00:21:21,660
有朋友现在朋友们想问什么股票啊

556
00:21:21,660 --> 00:21:23,140
我可以见缝插针一下

557
00:21:23,140 --> 00:21:23,990
在财报

558
00:21:23,990 --> 00:21:25,710
咱们在分析财报之前

559
00:21:25,710 --> 00:21:28,150
可以跟大家稍微简单的看看

560
00:21:28,150 --> 00:21:28,829
来说一下

561
00:21:28,829 --> 00:21:30,390
因为财报我现在刷新啊

562
00:21:30,390 --> 00:21:32,509
咱们先看这个啧

563
00:21:32,710 --> 00:21:34,150
有几只啊

564
00:21:34,150 --> 00:21:35,849
啊微软像微软

565
00:21:35,849 --> 00:21:39,500
还有谷歌都是我的持这个账户里的持仓股啊

566
00:21:39,500 --> 00:21:42,630
微软现在是盘后上涨了百分之一点多

567
00:21:42,630 --> 00:21:44,990
谷歌呢哦谷歌飞了

568
00:21:44,990 --> 00:21:47,659
哎这个咱们先看谷歌吧

569
00:21:47,659 --> 00:21:51,878
啊这个谷歌现在是4%点多起飞了对吧

570
00:21:51,878 --> 00:21:54,459
那咱呢先来刷一刷这个谷歌啊

571
00:21:54,459 --> 00:21:56,509
先来刷一刷看谷歌财报

572
00:21:56,509 --> 00:22:01,220
这个哎我这边这边我跟大家说一说

573
00:22:01,220 --> 00:22:03,059
一说一说一个小细节啊

574
00:22:03,059 --> 00:22:04,519
在美股里面呢

575
00:22:04,519 --> 00:22:06,740
大家有时候发现啊

576
00:22:07,059 --> 00:22:08,700
额有时候会发现哎

577
00:22:08,700 --> 00:22:11,299
这个老李这股价为什么已经起飞了

578
00:22:11,299 --> 00:22:12,660
我还没有刷到新闻呢

579
00:22:12,660 --> 00:22:14,529
还没有刷刷出来消息呢

580
00:22:14,529 --> 00:22:16,329
美股里面永远是这样的

581
00:22:16,329 --> 00:22:18,210
消息永远是滞后的

582
00:22:18,210 --> 00:22:22,130
就是股价永远是先反映到股价上

583
00:22:22,130 --> 00:22:24,509
也就是说咱们这叫信息不对称

584
00:22:24,509 --> 00:22:26,089
我们散户得到的

585
00:22:26,089 --> 00:22:28,089
其实现在啊那些机构我告诉你啊

586
00:22:28,089 --> 00:22:30,359
那些机构甚至有些大户啊

587
00:22:30,359 --> 00:22:32,440
那些庄家已经拿到消息了

588
00:22:32,440 --> 00:22:34,319
他们已经对这个财报啊

589
00:22:34,319 --> 00:22:36,880
已经知道财报是一个什么情况了

590
00:22:36,880 --> 00:22:40,480
但是呢咱们散户拿到消息的时候永远是滞后的

591
00:22:40,480 --> 00:22:41,599
就是你看到的时候

592
00:22:41,599 --> 00:22:43,859
这个股价它已经是有反应了之后

593
00:22:43,859 --> 00:22:47,710
我们才能刷到所谓的网上的一些信息啊

594
00:22:47,710 --> 00:22:50,619
一些新闻呐啊就是这就叫信息不对称

595
00:22:50,619 --> 00:22:53,400
所以咱们散户啊在这个美股里面

596
00:22:53,400 --> 00:22:55,839
就不管在美股还是在哪个股市里面

597
00:22:55,839 --> 00:22:59,240
哼啊都是比较的吃亏的

598
00:22:59,240 --> 00:23:01,240
你跟的毕竟人家是大户对吧

599
00:23:01,240 --> 00:23:02,069
咱是散户

600
00:23:02,069 --> 00:23:04,990
所以说呢咱们散户有咱们散户的做法

601
00:23:04,990 --> 00:23:08,400
不要去跟那些庄家什么机构去硬碰硬对吧

602
00:23:08,400 --> 00:23:10,500
不要去跟他们玩这个多空博弈

603
00:23:10,500 --> 00:23:12,720
咱们呢有咱们的策略跟做法

604
00:23:12,720 --> 00:23:13,940
稳扎稳打啊

605
00:23:13,940 --> 00:23:18,009
这是我跟大家提的一个小的一个这个建议

606
00:23:18,700 --> 00:23:20,920
然后咱们看谷歌的这个财报啊

607
00:23:20,920 --> 00:23:21,940
谷歌的财报

608
00:23:21,940 --> 00:23:25,700
如果朋友们啊有刷到这个财报的消息的话

609
00:23:25,700 --> 00:23:27,079
也可以在弹幕里面啊

610
00:23:27,079 --> 00:23:28,970
咱们复制粘贴一下啊

611
00:23:28,970 --> 00:23:29,450
这样子

612
00:23:29,450 --> 00:23:32,890
咱们第一时间呢可以看到财报的一个细节啊

613
00:23:32,890 --> 00:23:34,490
方便我跟大家去解读

614
00:23:34,490 --> 00:23:37,339
哼斯啊

615
00:23:37,339 --> 00:23:38,319
我刚看看啊

616
00:23:40,720 --> 00:23:42,880
这是16分钟之前

617
00:23:47,619 --> 00:23:49,200
散户有散户的做法

618
00:23:49,200 --> 00:23:51,369
跟着老李做就正确呃

619
00:23:51,369 --> 00:23:52,849
不是说跟着我做就正确啊

620
00:23:52,849 --> 00:23:55,970
我只是说我觉得我的这种操作的

621
00:23:55,970 --> 00:23:58,759
这种思路跟策略啊啊

622
00:23:58,759 --> 00:24:01,119
比较的还相对来说比较稳当

623
00:24:01,119 --> 00:24:02,920
比较适合咱们散户啊

624
00:24:02,920 --> 00:24:06,339
去进行一个啊长期的投资跟布局

625
00:24:06,339 --> 00:24:07,859
也就是说呃

626
00:24:09,490 --> 00:24:10,569
长期来看吧

627
00:24:10,569 --> 00:24:12,789
我这种策略还是可行的啊

628
00:24:12,789 --> 00:24:14,500
还是可行的

629
00:24:14,779 --> 00:24:16,339
meta崩了啊

630
00:24:16,339 --> 00:24:17,900
meta老是崩啊

631
00:24:17,900 --> 00:24:18,619
meta崩了

632
00:24:18,619 --> 00:24:19,900
然后

633
00:24:20,950 --> 00:24:22,269
啊我看看啊

634
00:24:22,269 --> 00:24:24,309
咱们先刷谷歌吧

635
00:24:25,809 --> 00:24:27,630
我这边同时刷着啊

636
00:24:27,630 --> 00:24:28,730
哪个出来了

637
00:24:28,730 --> 00:24:32,578
咱们就啊好好好呃

638
00:24:32,578 --> 00:24:34,358
这边呢我先跟大家啊

639
00:24:34,358 --> 00:24:35,818
咱们还没刷出来之前

640
00:24:35,818 --> 00:24:38,298
我先跟大家说这个财报的看点啊

641
00:24:38,298 --> 00:24:40,849
我先跟大家提前说一下这个财报的看点

642
00:24:40,849 --> 00:24:43,150
就是首先啊这四家科技巨头

643
00:24:43,150 --> 00:24:44,470
咱们要看的点

644
00:24:44,470 --> 00:24:49,869
一个基本的点是它的营收跟EPS这两大一要素

645
00:24:49,869 --> 00:24:51,750
能否击败预期啊

646
00:24:51,750 --> 00:24:54,829
如果说他的营收跟EPS都击败了预期

647
00:24:54,829 --> 00:24:55,430
双击败了

648
00:24:55,430 --> 00:24:59,328
那么这份财报呢基本上可以说说是及格了额额

649
00:24:59,328 --> 00:25:03,288
但如果说营收或者EPS有一项没有击败预期

650
00:25:03,288 --> 00:25:04,769
那么财报就是不及格啊

651
00:25:04,769 --> 00:25:07,460
那么这财报之后呢大概率会暴雷

652
00:25:07,460 --> 00:25:11,559
但是呢现在市场要求就是1EPS跟营收双击败

653
00:25:11,559 --> 00:25:12,299
还是不够的

654
00:25:12,299 --> 00:25:13,259
咱们呢还得看

655
00:25:13,259 --> 00:25:14,500
比如说业绩指引

656
00:25:14,500 --> 00:25:17,690
现在市场很看重这个公司的业绩指引

657
00:25:17,690 --> 00:25:18,970
除了指引之外呢

658
00:25:18,970 --> 00:25:21,390
还比较看重的像这种科技巨头啊

659
00:25:21,390 --> 00:25:23,990
就是它AI的资本支出

660
00:25:23,990 --> 00:25:27,230
大家知道对这四个词应该不不陌生啊

661
00:25:27,230 --> 00:25:29,589
资本支出就AI资本支出

662
00:25:29,589 --> 00:25:32,109
如果说进进一步的扩大

663
00:25:32,109 --> 00:25:34,190
如果说超出了华尔街的预期的话

664
00:25:34,190 --> 00:25:36,109
可能也会导致股价暴雷

665
00:25:36,109 --> 00:25:38,660
就华尔街觉得你AI资本支出太大了

666
00:25:38,660 --> 00:25:41,019
以后能不能收到相应的回报啊

667
00:25:41,019 --> 00:25:42,740
这是咱们这个财报的啊

668
00:25:42,740 --> 00:25:44,720
主要几个这个看点啊

669
00:25:44,720 --> 00:25:47,380
然后咱们现在来继续刷这个财报啊

670
00:25:47,380 --> 00:25:49,750
刷财报啧

671
00:25:49,750 --> 00:25:50,650
财报出来之后

672
00:25:50,650 --> 00:25:51,650
如果有暴雷的啊

673
00:25:51,650 --> 00:25:53,619
我会跟大家一些这个

674
00:25:53,619 --> 00:25:56,859
看看能不能这个买入或者加仓的一些建议啊

675
00:25:56,859 --> 00:25:59,740
咱们一会儿去说好吧

676
00:26:01,799 --> 00:26:03,160
咱们在木木上也可以

677
00:26:03,160 --> 00:26:04,140
有时候也可以看啊

678
00:26:04,140 --> 00:26:05,640
meta是吧

679
00:26:07,619 --> 00:26:10,980
啧咱们这个得到的消息永远是滞后的啊

680
00:26:10,980 --> 00:26:14,250
你看这些这个虽然说股价都有反应了

681
00:26:14,250 --> 00:26:15,930
但是咱们刷到的消息呢

682
00:26:15,930 --> 00:26:18,430
肯定是没有机构那么快对吧

683
00:26:18,430 --> 00:26:20,910
老李也不是这个也不是机构的

684
00:26:20,910 --> 00:26:22,170
也不是投行的啊

685
00:26:25,029 --> 00:26:28,490
就是一个叫可以说是散户投资吧

686
00:26:28,490 --> 00:26:31,380
啊啊再说的再通俗一点

687
00:26:31,380 --> 00:26:32,359
韭菜头子啊

688
00:26:32,359 --> 00:26:34,339
老李就是这么一个韭菜头子啊

689
00:26:34,339 --> 00:26:36,220
带领着咱们大家啊

690
00:26:36,220 --> 00:26:40,539
一一起在美股中穿越牛熊哈

691
00:26:42,660 --> 00:26:44,339
看看啊

692
00:26:45,500 --> 00:26:46,940
咱们刷CNBC的吧

693
00:26:46,940 --> 00:26:49,259
CNBC可能会快一些

694
00:26:59,750 --> 00:27:01,069
我先跟大家啊

695
00:27:01,069 --> 00:27:02,869
这个还还没有刷出来啊

696
00:27:02,869 --> 00:27:03,710
还没有刷出来

697
00:27:03,710 --> 00:27:04,569
我先跟大家

698
00:27:04,569 --> 00:27:06,450
咱们不浪费时间啊

699
00:27:06,450 --> 00:27:07,430
先说计划

700
00:27:07,430 --> 00:27:08,609
先说计划

701
00:27:08,609 --> 00:27:10,670
比如说啊谷歌啊

702
00:27:10,670 --> 00:27:12,170
谷歌涨了是吧

703
00:27:12,170 --> 00:27:15,309
谷歌涨了很多朋友说那涨了我要不要去追啊

704
00:27:15,309 --> 00:27:17,769
我建议啊不要去追啊

705
00:27:17,769 --> 00:27:19,289
就是涨了之后呢

706
00:27:19,289 --> 00:27:21,049
不管它财报再美丽啊

707
00:27:21,049 --> 00:27:23,869
财报再性感再好啊

708
00:27:23,869 --> 00:27:25,549
我不建议大家去追啊

709
00:27:25,549 --> 00:27:27,670
首先大家知道我的一个投资策略啊

710
00:27:27,670 --> 00:27:28,809
就我个人来说

711
00:27:28,809 --> 00:27:32,259
不喜欢在股价一直上涨这种这种行情之下

712
00:27:32,259 --> 00:27:34,829
就是一直往上飙的时候去买进

713
00:27:34,829 --> 00:27:36,329
就是不喜欢去追

714
00:27:36,329 --> 00:27:37,390
追着买进

715
00:27:37,390 --> 00:27:38,470
追着买进呢

716
00:27:38,470 --> 00:27:41,529
也有些做这个呃测呃

717
00:27:41,529 --> 00:27:44,009
这个叫什么趋势交易的或者什么

718
00:27:44,009 --> 00:27:46,269
你看技术面的也没毛病

719
00:27:46,269 --> 00:27:48,750
但是呢我还是觉得就是你追着买进啊

720
00:27:48,750 --> 00:27:51,250
这个性价比包括安全边际

721
00:27:51,250 --> 00:27:54,220
还有就是说是我觉得不是很高啊

722
00:27:54,220 --> 00:27:56,079
就是谷歌今天上涨了

723
00:27:56,079 --> 00:27:57,339
明天呢开盘之后

724
00:27:57,339 --> 00:27:59,740
这盘后或者是就不要去啊

725
00:27:59,740 --> 00:28:00,359
追着了

726
00:28:00,359 --> 00:28:04,000
咱们呢接下来还有好几家大科技发财报对吧

727
00:28:04,000 --> 00:28:05,640
咱们呢挑着一些呃

728
00:28:05,640 --> 00:28:09,579
这个呃就是财报之后股价有回调

729
00:28:09,579 --> 00:28:11,400
或者说有打折的啊

730
00:28:11,400 --> 00:28:13,599
财报如果说没有特别重大的这种

731
00:28:13,599 --> 00:28:14,759
基本面问题的话

732
00:28:14,759 --> 00:28:18,059
咱们呢去挑这些打折的股票啊

733
00:28:18,059 --> 00:28:18,539
去买进

734
00:28:18,539 --> 00:28:20,359
这是我的整体的一个思路啊

735
00:28:20,359 --> 00:28:23,220
就是谷歌我之前跟大家画好的两条线对吧

736
00:28:23,220 --> 00:28:26,809
330是可以开仓买入的一条线好

737
00:28:26,809 --> 00:28:29,529
那么下面呢这个三百三百一呢

738
00:28:29,529 --> 00:28:31,690
是加仓的一一个位置啊

739
00:28:31,690 --> 00:28:33,200
如果像谷歌起飞了

740
00:28:33,200 --> 00:28:35,119
我就不建议大家去追着买进的

741
00:28:35,119 --> 00:28:36,299
有持仓的话

742
00:28:36,299 --> 00:28:37,720
如果你的仓位还OK

743
00:28:37,720 --> 00:28:38,799
像老李这种啊

744
00:28:38,799 --> 00:28:41,039
那我仓位谷歌仓位还算是OK

745
00:28:41,039 --> 00:28:44,420
而且之前我在谷歌啊这个290的时候啊

746
00:28:44,420 --> 00:28:45,299
刚加过一次仓

747
00:28:45,299 --> 00:28:47,099
我就继续去持仓对吧

748
00:28:47,099 --> 00:28:47,940
如果它继续涨

749
00:28:47,940 --> 00:28:48,920
再涨的高了

750
00:28:48,920 --> 00:28:50,420
我觉得离谱了啊

751
00:28:50,420 --> 00:28:51,839
我觉得超出我的预期了

752
00:28:51,839 --> 00:28:54,359
可能还会对谷歌啊进行减仓

753
00:28:54,359 --> 00:28:56,410
跟AAMD是一个道理啊

754
00:28:56,410 --> 00:28:58,890
咱们这个财报出来之后看一看

755
00:28:58,890 --> 00:28:59,809
接下来这个走势

756
00:28:59,809 --> 00:29:01,730
如果说涨的我觉得太离谱了

757
00:29:01,730 --> 00:29:04,099
我可能再对谷歌进行减仓

758
00:29:04,099 --> 00:29:04,900
这个谷歌啊

759
00:29:04,900 --> 00:29:07,380
这支股票我已经做过一波高抛低吸了啊

760
00:29:07,380 --> 00:29:11,710
就是在呃去年年底320左右的时候啊

761
00:29:11,710 --> 00:29:12,869
已经做过一次减仓

762
00:29:12,869 --> 00:29:14,470
然后呢我在290的时候

763
00:29:14,470 --> 00:29:17,769
在这个位置又把之前减的仓位又加回来了

764
00:29:17,769 --> 00:29:20,150
如果他这波再继续往上冲啊

765
00:29:20,150 --> 00:29:23,700
我看看情况可能会对谷歌啊再进行减仓

766
00:29:23,700 --> 00:29:25,579
然后咱们等回调的时候呢

767
00:29:25,579 --> 00:29:28,319
再去啊做一波这种小规模的高抛低吸

768
00:29:28,319 --> 00:29:30,220
再给他啊捞回来啊

769
00:29:30,220 --> 00:29:33,279
这是咱们我不会做大规模的这种清仓啊

770
00:29:33,279 --> 00:29:35,980
然后这种再买进呢就是小规模的

771
00:29:35,980 --> 00:29:39,339
有时候呢咱们这种高抛低吸是会简单做一下的

772
00:29:39,339 --> 00:29:42,039
也带着大家呢稍微啊这个做一下

773
00:29:42,039 --> 00:29:45,609
但是大规模的这种啊清仓抛出抛售啊

774
00:29:45,609 --> 00:29:47,769
或者大规模的这种加仓买入啊

775
00:29:47,769 --> 00:29:49,559
我是不会做的啊

776
00:29:50,000 --> 00:29:53,500
然后谷歌呢啊现在是盘后是涨啊

777
00:29:53,500 --> 00:29:55,490
其实这会波动很大

778
00:29:55,490 --> 00:29:57,690
微软呢微软下跌了啊

779
00:29:57,690 --> 00:29:58,809
微软下跌了

780
00:29:58,809 --> 00:30:00,730
然后是不是只有我看啊

781
00:30:00,730 --> 00:30:03,960
meta呢meta meta下跌的更惨

782
00:30:03,960 --> 00:30:05,539
meta跌了6%点多

783
00:30:05,539 --> 00:30:06,660
再看亚马逊啊

784
00:30:06,660 --> 00:30:08,140
咱们先看股价的反应啊

785
00:30:08,140 --> 00:30:11,210
还是说这股价是股价是先反应

786
00:30:11,210 --> 00:30:13,029
然后呢咱们才能看到信息啊

787
00:30:13,029 --> 00:30:15,069
才能刷到他财报的具体细节啊

788
00:30:15,069 --> 00:30:16,950
这就叫这个信息不对称啊

789
00:30:16,950 --> 00:30:18,369
亚马逊也暴雷了

790
00:30:18,369 --> 00:30:19,789
好好啊

791
00:30:19,789 --> 00:30:23,150
那其实这次财报我觉得还是挺给机会的啊

792
00:30:23,150 --> 00:30:24,670
挺给机会的对吧

793
00:30:24,670 --> 00:30:27,930
呃呃亚马逊我给的这个位置啊

794
00:30:27,930 --> 00:30:32,390
啊是245跟二百三十三两分

795
00:30:32,390 --> 00:30:33,670
分别是开仓买入

796
00:30:33,670 --> 00:30:35,809
上车跟这个加仓的位置

797
00:30:35,809 --> 00:30:37,710
245跟233

798
00:30:37,710 --> 00:30:39,990
然后微软呢

799
00:30:40,430 --> 00:30:41,690
微软是哎

800
00:30:41,690 --> 00:30:42,150
微软

801
00:30:42,150 --> 00:30:44,710
现在我给的开仓买入的价格

802
00:30:44,710 --> 00:30:47,230
就是我的成本价411附近啊

803
00:30:47,230 --> 00:30:50,089
大家看我微软的成本价就是411啊

804
00:30:50,089 --> 00:30:52,630
啊你在411以下去买进的话

805
00:30:52,630 --> 00:30:54,779
是能够抄到老李的底裤的啊

806
00:30:54,779 --> 00:30:57,200
就是这就是比老李的成本价还要低

807
00:30:57,200 --> 00:30:59,420
如果微微软以后涨起来了

808
00:30:59,420 --> 00:31:01,200
你买了之后开始布局

809
00:31:01,200 --> 00:31:02,720
未来呢慢慢涨回来了

810
00:31:02,720 --> 00:31:06,119
你比老李相当于这个盈利的百分比还要多啊

811
00:31:06,119 --> 00:31:07,388
比老李赚的还要多

812
00:31:07,388 --> 00:31:09,308
那如果短期之内它继续下跌

813
00:31:09,308 --> 00:31:10,548
就算你套住了啊

814
00:31:10,548 --> 00:31:14,388
你这个那你老比这个老李的亏的呢是还要少啊

815
00:31:14,388 --> 00:31:15,910
这就是我经常跟大家说的

816
00:31:15,910 --> 00:31:19,650
我希望大家呢有些股票能够抄到老李的底裤啊

817
00:31:19,650 --> 00:31:22,049
啊微软呢现在就有这个机会啊

818
00:31:22,049 --> 00:31:23,250
咱们再具体看一看

819
00:31:23,250 --> 00:31:25,119
现在是400多少

820
00:31:25,119 --> 00:31:25,880
411

821
00:31:25,880 --> 00:31:28,680
正好在我的这个啊成本价的附近啊

822
00:31:28,680 --> 00:31:29,500
还是那句话

823
00:31:29,500 --> 00:31:32,019
大家呢抄底也不用着急啊

824
00:31:32,019 --> 00:31:36,480
不要不用非要在盘后啊去进行操作啊

825
00:31:36,480 --> 00:31:39,470
我一般是不在不不不

826
00:31:39,470 --> 00:31:42,950
我不喜欢在盘后进行这种买卖这种交易啊

827
00:31:42,950 --> 00:31:45,599
咱们呢等明天啊开盘之后

828
00:31:45,599 --> 00:31:47,599
看看市场具体的反应啊

829
00:31:47,599 --> 00:31:50,380
然后呢咱们再去啊进行这个操作

830
00:31:50,380 --> 00:31:52,289
或者是下一步的打算啊

831
00:31:52,289 --> 00:31:53,730
啊明天盘后啊

832
00:31:53,730 --> 00:31:54,849
明天开盘之后

833
00:31:54,849 --> 00:31:58,250
这个市场的反应啊会更加的真实啊

834
00:31:58,250 --> 00:32:02,319
盘后呢一般呢啧呃交易量呢还是会小一些

835
00:32:02,319 --> 00:32:07,359
然后有时候呢这个波动会啊这个更大一些啊

836
00:32:07,359 --> 00:32:10,640
好然后咱们现在啊啊咱们刷财报啊

837
00:32:10,640 --> 00:32:13,039
把这个财报跟大家解读完之后啊

838
00:32:13,039 --> 00:32:16,680
今天主要任务就是跟大家这个看财报啊

839
00:32:16,680 --> 00:32:17,710
过财报

840
00:32:17,710 --> 00:32:19,349
但是直播就是这样子啊

841
00:32:19,349 --> 00:32:23,409
直播就是因为他财报出的有时候不及时对吧

842
00:32:23,409 --> 00:32:25,848
呃大家有什么这个刷到的财报啊

843
00:32:25,848 --> 00:32:27,769
有有朋友来发了啊

844
00:32:27,769 --> 00:32:28,888
我看看啊

845
00:32:28,888 --> 00:32:32,628
谷歌q one earnings highlights啊

846
00:32:32,628 --> 00:32:34,169
我看看啊

847
00:32:35,269 --> 00:32:36,150
好啊

848
00:32:36,150 --> 00:32:41,069
谷歌的这个EPS就是每股收益是击败了预期啊

849
00:32:41,069 --> 00:32:42,630
啊我看看啊

850
00:32:42,630 --> 00:32:44,779
好像击败预期还不少啊

851
00:32:44,779 --> 00:32:48,759
revenue营收呢是109个billion啊

852
00:32:48,759 --> 00:32:50,940
然后也是击败了预期对吧

853
00:32:50,940 --> 00:32:54,289
双击败咱们所所说的双双击败啊

854
00:32:56,720 --> 00:32:57,839
看有没有啊

855
00:32:57,839 --> 00:33:01,469
白雪出来了出来了出来了啊

856
00:33:01,749 --> 00:33:03,429
好跟大家先来

857
00:33:03,429 --> 00:33:04,949
咱先来看谷歌啊

858
00:33:04,949 --> 00:33:06,108
先来看谷歌

859
00:33:07,229 --> 00:33:08,388
谷歌的先刷出来

860
00:33:08,388 --> 00:33:10,269
咱们就先看谷歌

861
00:33:10,769 --> 00:33:13,269
跟大家这边我有同步的翻译软件啊

862
00:33:13,269 --> 00:33:15,049
这个都是一步到位的

863
00:33:15,049 --> 00:33:16,089
直接跟大家一翻译

864
00:33:16,089 --> 00:33:20,200
大家更方便大家的这个呃看网站好

865
00:33:20,200 --> 00:33:21,779
谷歌营收超预期

866
00:33:21,779 --> 00:33:23,819
云业务猛增63%

867
00:33:23,819 --> 00:33:25,980
突破了这个200亿美元

868
00:33:25,980 --> 00:33:27,789
然后咱们往下看细节

869
00:33:27,789 --> 00:33:29,890
每股收益呢是5.11美元

870
00:33:29,890 --> 00:33:31,109
应该是击败了预期啊

871
00:33:31,109 --> 00:33:33,319
这边没有说预期是多少啊

872
00:33:33,319 --> 00:33:34,660
应该是击败了预期

873
00:33:34,660 --> 00:33:37,660
然后营收呢1099亿美元啊

874
00:33:37,660 --> 00:33:40,869
高于分析师预期的1072亿美元

875
00:33:40,869 --> 00:33:43,829
然后谷歌云的收入呢是200亿美元

876
00:33:43,829 --> 00:33:46,920
也是高于华尔街预期的180亿美元

877
00:33:46,920 --> 00:33:49,519
YOUTUBE广告收入98亿美元啊

878
00:33:49,519 --> 00:33:50,940
是低于这一项啊

879
00:33:50,940 --> 00:33:54,108
YOUTUBE这一项是低于这个啊

880
00:33:54,108 --> 00:33:56,128
呃分析师预期的

881
00:33:56,128 --> 00:33:57,588
但是呢也无伤大雅啊

882
00:33:57,588 --> 00:34:01,059
YOUTUBE只是谷歌其中的一块业务

883
00:34:01,059 --> 00:34:01,900
然后呢

884
00:34:01,900 --> 00:34:06,039
这个在流量获取的成本是152亿美元

885
00:34:06,039 --> 00:34:07,579
低于分析师预期啊

886
00:34:07,579 --> 00:34:10,690
这个成本呢低于预期是好事啊

887
00:34:10,690 --> 00:34:12,309
成本不要高于预期

888
00:34:12,309 --> 00:34:13,800
成本是越低越好

889
00:34:13,800 --> 00:34:17,280
呃目前的信息呢咱们就捕捉到了这些啊

890
00:34:17,280 --> 00:34:19,800
不知道谷歌这个业绩指引怎么样

891
00:34:19,800 --> 00:34:23,699
但是呢啊谷歌这份财报啊应该是不错的啊

892
00:34:23,699 --> 00:34:24,980
那么还是那句话

893
00:34:24,980 --> 00:34:27,159
咱们呢这个信息是不对称的

894
00:34:27,159 --> 00:34:29,798
华尔街和那些投行跟机构呢

895
00:34:29,798 --> 00:34:32,838
应应该已经知道这个全部的细节了啊

896
00:34:32,838 --> 00:34:35,079
那之所以股价之后上涨呢

897
00:34:35,079 --> 00:34:39,119
我觉得啧这个业绩指引应该也是没太大问题的

898
00:34:39,119 --> 00:34:39,599
好了

899
00:34:39,599 --> 00:34:41,320
那个谷歌咱们就不说了

900
00:34:41,320 --> 00:34:43,400
我刚才的这个操作上的建议啊

901
00:34:43,400 --> 00:34:45,239
也跟大家去具体去说了

902
00:34:45,239 --> 00:34:48,559
就是不太建议啊去追追着买进啊

903
00:34:48,559 --> 00:34:51,898
就是不要不要有这种风波的情绪追着买进

904
00:34:51,898 --> 00:34:53,940
咱们呢等美女回头对吧

905
00:34:53,940 --> 00:34:55,659
他虽然是美女还是美女

906
00:34:55,659 --> 00:34:57,199
回头股价打折的时候

907
00:34:57,199 --> 00:34:59,619
咱们买进不是更加的开心嘛对吧

908
00:34:59,619 --> 00:35:01,119
买的这个价格呵

909
00:35:01,119 --> 00:35:02,760
性价比也会更高啊

910
00:35:02,760 --> 00:35:06,929
下一个咱们下一位出场的是啊

911
00:35:06,929 --> 00:35:07,610
微软吧

912
00:35:07,610 --> 00:35:09,889
微软咱们刷一下啊

913
00:35:09,889 --> 00:35:12,130
微软是爆雷了啊

914
00:35:12,130 --> 00:35:14,409
微软我来刷一下

915
00:35:15,429 --> 00:35:20,110
看看微软的财报怎么样啊

916
00:35:25,219 --> 00:35:26,820
看看啊啊

917
00:35:26,820 --> 00:35:28,780
有朋友已经刷了哈

918
00:35:35,219 --> 00:35:36,699
看看啊

919
00:35:38,699 --> 00:35:40,760
好这边微软呢出来一些了

920
00:35:40,760 --> 00:35:41,380
出来一些

921
00:35:41,380 --> 00:35:45,400
我跟大家解读一下微软营收和利润啊

922
00:35:45,400 --> 00:35:47,440
是双双超预期ASIA

923
00:35:47,440 --> 00:35:52,369
这个云业务的增长呢百超额是40%啊

924
00:35:52,369 --> 00:35:53,289
我看看啊

925
00:35:55,210 --> 00:35:58,670
好每股收益4.27美元

926
00:35:58,670 --> 00:36:00,489
高于预期的4.06美元

927
00:36:00,489 --> 00:36:02,579
营收呢828亿美元

928
00:36:02,579 --> 00:36:04,800
也是高于预期的813亿美元

929
00:36:04,800 --> 00:36:06,940
这个呢EPS跟营收双击败啊

930
00:36:06,940 --> 00:36:09,650
这个咱们就说是这份财报已经及格了

931
00:36:09,650 --> 00:36:11,949
那么微软为什么会下跌呢

932
00:36:11,949 --> 00:36:15,199
咱们找一找具体的原因啊

933
00:36:21,300 --> 00:36:22,619
这份这个消

934
00:36:22,619 --> 00:36:26,219
这个新闻整体来看都还是不错的消息啊

935
00:36:26,219 --> 00:36:28,900
好像没有什么特别大的雷点

936
00:36:31,900 --> 00:36:34,480
可能还是坑在这个指引上了啊

937
00:36:34,480 --> 00:36:37,498
现在指引好像还没有出来哦

938
00:36:37,498 --> 00:36:41,579
你看高管们将于美东时间下午5.30分

939
00:36:42,579 --> 00:36:44,989
电的电话会议上啊

940
00:36:44,989 --> 00:36:46,769
提供业绩指引

941
00:36:46,769 --> 00:36:48,369
那么业绩指引还早啊

942
00:36:48,369 --> 00:36:50,659
现在这个业绩指引公布出来还早

943
00:36:50,659 --> 00:36:52,619
但是呢那些内部人士啊

944
00:36:52,619 --> 00:36:55,989
华尔街的那些人可能已经知道了一些细节了

945
00:36:55,989 --> 00:36:59,690
所以就是说他们拿到消息比咱们要提前很多啊

946
00:36:59,690 --> 00:37:01,730
他们可能已经知道了一些东西了

947
00:37:01,730 --> 00:37:04,070
但是咱们解读这这新闻的时候

948
00:37:04,070 --> 00:37:06,809
都已经是相当于是慢很多了

949
00:37:06,809 --> 00:37:08,690
慢了很多了啊

950
00:37:08,690 --> 00:37:10,190
那现在呢咱就不刷了啊

951
00:37:10,190 --> 00:37:12,530
他这个业绩指引要到05:30

952
00:37:12,530 --> 00:37:15,710
也就是每期时间咱们02:30才会出来

953
00:37:15,710 --> 00:37:17,550
还有一个小时的时间啊

954
00:37:17,550 --> 00:37:18,710
那咱们就不刷了

955
00:37:18,710 --> 00:37:19,789
微软是爆雷了

956
00:37:19,789 --> 00:37:22,329
但是这份财报啊整体来看啊

957
00:37:22,329 --> 00:37:24,989
咱们现在捕捉到的信息来看

958
00:37:24,989 --> 00:37:27,250
我觉得还是可以的

959
00:37:27,250 --> 00:37:28,670
就是没有那么糟糕

960
00:37:28,670 --> 00:37:31,880
至少来说就是我所谓的没有说出现什么

961
00:37:31,880 --> 00:37:33,900
基本面上的一些这个问题啊

962
00:37:33,900 --> 00:37:38,170
或者说没有出现一些这个啊财务上的重大问题

963
00:37:38,170 --> 00:37:39,670
就整体来说还可以

964
00:37:39,670 --> 00:37:41,630
还是可以按照咱们原计划啊

965
00:37:41,630 --> 00:37:45,369
这个呃原计划开仓或者加仓的这个点位啊

966
00:37:45,369 --> 00:37:46,210
去进行

967
00:37:46,210 --> 00:37:47,289
那么微软啊

968
00:37:47,289 --> 00:37:49,010
你看现在又回来一些了啊

969
00:37:49,010 --> 00:37:51,409
现在这个股价又回来了一些

970
00:37:51,409 --> 00:37:52,469
还是下跌的

971
00:37:52,469 --> 00:37:55,130
但是呢啊比刚才稍微回来一些

972
00:37:55,130 --> 00:37:58,150
微软呢还是按照这个我的这这个计划啊

973
00:37:58,150 --> 00:37:59,710
有想上车微软啊

974
00:37:59,710 --> 00:38:01,949
我觉得还是这支股票啊

975
00:38:01,949 --> 00:38:05,269
长期来看还是非常值得咱们散户啊

976
00:38:05,269 --> 00:38:06,570
去进行布局的啊

977
00:38:06,570 --> 00:38:09,230
你这个分批啊去建仓

978
00:38:09,230 --> 00:38:11,349
然后呢去慢慢的扩大仓位

979
00:38:11,349 --> 00:38:14,469
然后这个长期持有这支股票是没有问题的

980
00:38:14,469 --> 00:38:16,730
呃具体的开仓买入的点位呢

981
00:38:16,730 --> 00:38:19,030
还是我的这个成本价411啊

982
00:38:19,030 --> 00:38:21,289
这是我跟大家建议的一个点位啊

983
00:38:21,289 --> 00:38:24,900
微软近期如果能回到411以下

984
00:38:24,900 --> 00:38:28,079
就可以果断的啊去上车抄老李的底裤

985
00:38:29,079 --> 00:38:31,239
加仓的位置呢是在啊

986
00:38:31,239 --> 00:38:33,519
如果想以现在已经有微软的仓位

987
00:38:33,519 --> 00:38:34,780
想进一步加仓的话

988
00:38:34,780 --> 00:38:36,000
是在390啊

989
00:38:36,000 --> 00:38:39,309
390这个位置可以考虑进一步去加仓

990
00:38:39,309 --> 00:38:40,349
这是微软啊

991
00:38:40,349 --> 00:38:42,469
咱们呃进度快一点

992
00:38:42,469 --> 00:38:44,510
我来说下一只股票

993
00:38:45,570 --> 00:38:46,849
来说下一只股票

994
00:38:46,849 --> 00:38:48,889
咱们说meta比较劲爆的对吧

995
00:38:48,889 --> 00:38:49,809
先说亚马逊吧

996
00:38:49,809 --> 00:38:51,769
咱把亚马逊先说一下啊

997
00:38:51,769 --> 00:38:53,349
亚马逊啊

998
00:38:53,349 --> 00:38:56,550
这支股票呢一般可能没有meta那么劲爆啊

999
00:38:56,550 --> 00:38:58,929
咱们先把亚马逊给说了

1000
00:39:01,940 --> 00:39:04,739
em z n盘后股价小跌了一点

1001
00:39:04,739 --> 00:39:05,739
小跌了一点

1002
00:39:05,739 --> 00:39:07,659
那么AMZN现在的一个问题呢

1003
00:39:07,659 --> 00:39:11,340
就是我之前我跟啊大家看估值的时候

1004
00:39:11,340 --> 00:39:15,780
现在亚马逊啊已经是美股七大科技巨头当中

1005
00:39:15,780 --> 00:39:16,699
咱们除了特斯拉啊

1006
00:39:16,699 --> 00:39:18,300
特斯拉这个估值是高的离谱

1007
00:39:18,300 --> 00:39:19,119
没法看啊

1008
00:39:19,119 --> 00:39:21,159
其他的这六只啊

1009
00:39:21,159 --> 00:39:24,260
科技巨头就是估值比较正常的情况下呢

1010
00:39:24,260 --> 00:39:25,199
比较的话

1011
00:39:25,199 --> 00:39:27,840
亚马逊现在是这六家科技巨头当中

1012
00:39:27,840 --> 00:39:29,900
估值是最高的啊

1013
00:39:29,900 --> 00:39:31,929
大家看这个整体的这一排数字

1014
00:39:31,929 --> 00:39:34,909
这个估值啊整体估值水平是最高的

1015
00:39:34,909 --> 00:39:38,010
所以亚马逊在不管就是说在当前这个位置

1016
00:39:38,010 --> 00:39:39,539
或者说它财报出来之后啊

1017
00:39:39,539 --> 00:39:41,659
如果没有一个像样的回调的话

1018
00:39:41,659 --> 00:39:44,940
我觉得大家呢先不用着急去入手啊

1019
00:39:44,940 --> 00:39:47,820
啊我跟大家看亚马逊的forward pe

1020
00:39:47,820 --> 00:39:50,559
前瞻市盈率呢大概是在32点多啊

1021
00:39:50,559 --> 00:39:52,840
啊上一期视频刚跟大家看过

1022
00:39:52,840 --> 00:39:55,960
如果想要回到啊这个前瞻市盈率

1023
00:39:55,960 --> 00:39:58,380
回到老李的这个标准就是30以下的话

1024
00:39:58,380 --> 00:40:01,559
需要它的股价呢回到245以下

1025
00:40:01,559 --> 00:40:04,079
245以下可以考虑啊

1026
00:40:04,079 --> 00:40:05,920
才可以考虑去开仓啊

1027
00:40:05,920 --> 00:40:07,489
买入亚马逊这支股票

1028
00:40:07,489 --> 00:40:08,829
245以上

1029
00:40:08,829 --> 00:40:11,369
我就不建议大家去啊追着买进了啊

1030
00:40:11,369 --> 00:40:14,190
这是对亚马逊的一个整体的啊看法

1031
00:40:14,190 --> 00:40:15,809
然后再往下呢啊

1032
00:40:15,809 --> 00:40:19,739
233是进一步加仓的这个价格点位啊

1033
00:40:19,739 --> 00:40:21,579
这是我对亚马逊的看法啊

1034
00:40:21,579 --> 00:40:24,478
咱们财报呢现在还没有刷出来

1035
00:40:24,478 --> 00:40:26,099
下面呢我来重点

1036
00:40:26,099 --> 00:40:28,119
咱们再说一下这个meta啊

1037
00:40:28,119 --> 00:40:31,309
最后一只最后一只股票meta说一下

1038
00:40:31,710 --> 00:40:34,429
meta还是比较的劲爆啊

1039
00:40:34,429 --> 00:40:36,159
meta还是比较的劲爆啊

1040
00:40:36,159 --> 00:40:38,139
meta这支股票啊

1041
00:40:38,139 --> 00:40:41,860
呃财报之后现在下跌是百分之将近6%啊

1042
00:40:41,860 --> 00:40:45,920
这也符合啊meta这支股股票一贯的尿性

1043
00:40:45,920 --> 00:40:48,360
其实我跟在之前一期直播当中

1044
00:40:48,360 --> 00:40:49,440
我跟大家说过啊

1045
00:40:49,440 --> 00:40:51,480
meta这支股票大家不要看

1046
00:40:51,480 --> 00:40:53,260
它虽然是一只科技巨头

1047
00:40:53,260 --> 00:40:56,039
它的市值呢现在是比特斯拉还要高啊

1048
00:40:56,039 --> 00:40:59,110
它的市值我给大家看一下啊

1049
00:40:59,110 --> 00:41:01,829
1.7个TRILLI对吧

1050
00:41:01,829 --> 00:41:02,949
比特斯拉还要高

1051
00:41:02,949 --> 00:41:03,909
它的市值呢

1052
00:41:03,909 --> 00:41:05,690
它是科妥妥的科技巨头

1053
00:41:05,690 --> 00:41:09,340
但是这支股票的波动啊一点都不小

1054
00:41:09,340 --> 00:41:11,219
这支股票咱平常经常说

1055
00:41:11,219 --> 00:41:13,699
特斯拉这支股票波动很大啊

1056
00:41:13,699 --> 00:41:15,280
股价走势很妖啊

1057
00:41:15,280 --> 00:41:16,559
经常是暴涨暴跌

1058
00:41:16,559 --> 00:41:18,139
但是meta这支股票啊

1059
00:41:18,139 --> 00:41:20,929
如果你去看他过往的财报的时候啊

1060
00:41:20,929 --> 00:41:23,170
基本上每一次发出财报之后啊

1061
00:41:23,170 --> 00:41:25,010
股价都是暴涨暴跌啊

1062
00:41:25,010 --> 00:41:26,849
呃这次财报大家看就看

1063
00:41:26,849 --> 00:41:28,250
咱就不不往前看了

1064
00:41:28,250 --> 00:41:29,840
看前两次财报

1065
00:41:29,840 --> 00:41:31,159
10月29号

1066
00:41:31,159 --> 00:41:32,900
去年10月29号发财报之后

1067
00:41:32,900 --> 00:41:34,639
大家看跳空缺口这么大

1068
00:41:34,639 --> 00:41:36,460
一个跳空缺口下跌啊

1069
00:41:36,460 --> 00:41:37,900
这是暴跌对吧

1070
00:41:37,900 --> 00:41:39,420
然后上一次财报

1071
00:41:39,420 --> 00:41:40,420
上一次

1072
00:41:40,420 --> 00:41:43,309
2026年的1月28号发出财报之后

1073
00:41:43,309 --> 00:41:45,690
跳空缺口直接是暴涨对吧

1074
00:41:45,690 --> 00:41:48,730
发出财报之后一个跳空缺口上来拉涨

1075
00:41:48,730 --> 00:41:50,250
这次财报之后呢

1076
00:41:51,809 --> 00:41:52,650
还算好

1077
00:41:52,650 --> 00:41:56,420
然后meta这支股票如果我们把时间线放长来看啊

1078
00:41:56,420 --> 00:41:59,239
这只股票的波动真的是非常的大啊

1079
00:41:59,239 --> 00:42:01,349
咱们呢我印象非常的深啊

1080
00:42:01,349 --> 00:42:04,769
meta这支股票在2021年的年底的时候啊

1081
00:42:04,769 --> 00:42:06,929
基本上快年底的时候达到了一个

1082
00:42:06,929 --> 00:42:08,650
370的一个位置对吧

1083
00:42:08,650 --> 00:42:11,259
然后2022年大家看啊

1084
00:42:11,259 --> 00:42:12,278
一年的时间

1085
00:42:12,278 --> 00:42:14,559
2022年11月的时候

1086
00:42:14,559 --> 00:42:16,739
跌到了最低点80多块

1087
00:42:16,739 --> 00:42:18,380
那么就一年的时间啊

1088
00:42:18,380 --> 00:42:21,820
三百七三百八的这个价格跌到了80多块

1089
00:42:21,820 --> 00:42:23,079
这已经不是腰斩了

1090
00:42:23,079 --> 00:42:25,539
已经是给你斩到了脚脖子了对吧

1091
00:42:25,539 --> 00:42:26,599
跌了得有多少

1092
00:42:26,599 --> 00:42:28,559
成都跌了得有七八十%啊

1093
00:42:28,559 --> 00:42:32,568
这个股价这波啊380跌到最低点80多

1094
00:42:32,568 --> 00:42:37,019
然后呢又从这个最低点两三年的时间

1095
00:42:37,019 --> 00:42:39,719
就是2423年24年啊

1096
00:42:39,719 --> 00:42:41,630
啊25年两三年的时间

1097
00:42:41,630 --> 00:42:45,670
又从80多直接涨到了这个高点500多

1098
00:42:45,670 --> 00:42:47,510
这又是翻了多少倍啊

1099
00:42:47,510 --> 00:42:48,150
这个股价

1100
00:42:48,150 --> 00:42:48,750
然后不不不

1101
00:42:48,750 --> 00:42:49,909
这还不是还没完啊

1102
00:42:49,909 --> 00:42:51,449
涨到500多没有完啊

1103
00:42:51,449 --> 00:42:53,289
涨到了高点700多啊

1104
00:42:53,289 --> 00:42:54,809
我说我说少了

1105
00:42:54,809 --> 00:42:57,090
涨到了接近800的一个价格

1106
00:42:57,090 --> 00:42:59,630
也就是在短短两三年的时间内

1107
00:42:59,630 --> 00:43:01,900
股价又翻了七八倍对吧

1108
00:43:01,900 --> 00:43:03,139
股价翻了七八倍

1109
00:43:03,139 --> 00:43:04,699
所以说我的意思是

1110
00:43:04,699 --> 00:43:07,880
这meta这支股票大家要了解它的这个属性

1111
00:43:07,880 --> 00:43:09,820
就了解这支股票的尿性

1112
00:43:09,820 --> 00:43:12,829
它就是一只这个波动非常大的股票

1113
00:43:12,829 --> 00:43:15,170
所以呢他财报出来之后啊

1114
00:43:15,170 --> 00:43:17,550
这个上下波动个6%啊

1115
00:43:17,550 --> 00:43:19,090
10%甚至10%以上

1116
00:43:19,090 --> 00:43:21,079
大家呢呃平常心对待

1117
00:43:21,079 --> 00:43:21,920
就这只股票

1118
00:43:21,920 --> 00:43:23,300
大家不要觉得太奇怪

1119
00:43:23,300 --> 00:43:26,380
这支股票本身波动就非常的大啊

1120
00:43:26,380 --> 00:43:30,559
然后呢呃这但是这支股票的估值并不高

1121
00:43:30,559 --> 00:43:32,539
我跟大家看他的估值的时候啊

1122
00:43:32,539 --> 00:43:36,840
就是七大科技巨头对比meta当前的这个估值啊

1123
00:43:36,840 --> 00:43:39,860
啊可以说是相对来说是最低的啊

1124
00:43:39,860 --> 00:43:41,380
啊它波动大呢

1125
00:43:41,380 --> 00:43:44,480
它这个那就这估值就便宜一点

1126
00:43:44,480 --> 00:43:48,869
因为大这个市场呢还是喜欢更加稳定一些的

1127
00:43:48,869 --> 00:43:50,210
就是你波动不要那么大

1128
00:43:50,210 --> 00:43:51,619
你波动太大了之后

1129
00:43:51,619 --> 00:43:54,000
这个有些投资者呢心脏受不了

1130
00:43:54,000 --> 00:43:57,318
可能这就是meta估值低的一个原因啊

1131
00:43:57,318 --> 00:43:59,039
那事实呢就是meta

1132
00:43:59,039 --> 00:44:02,429
现在的估值是相对来说是比较低的

1133
00:44:02,429 --> 00:44:04,909
然后呢具体这次财报之后

1134
00:44:04,909 --> 00:44:06,030
现在是630啊

1135
00:44:06,030 --> 00:44:09,170
已经达到了咱们啊开仓买入的一个价格

1136
00:44:09,170 --> 00:44:10,610
如果你想对啊

1137
00:44:10,610 --> 00:44:14,940
这次财报咱们现在看一下这个财报的解读对吧

1138
00:44:15,139 --> 00:44:18,860
我来看看财报出来没有看有什么呃

1139
00:44:18,860 --> 00:44:22,389
这财报里面有什么大的这个雷点没有啊

1140
00:44:22,389 --> 00:44:23,650
咱们来看一下

1141
00:44:23,650 --> 00:44:26,030
如果没有特别大的雷点的话啊

1142
00:44:26,030 --> 00:44:29,289
就是如果说整体财报只是说是小问题的话

1143
00:44:29,289 --> 00:44:33,719
那么还是依然可以去啊开仓买入进行布局的

1144
00:44:34,880 --> 00:44:37,059
啊感谢这位朋友送的一杯咖啡啊

1145
00:44:37,059 --> 00:44:38,960
啊我就不一一感谢了啊

1146
00:44:38,960 --> 00:44:40,599
因为老李讲的比较投入啊

1147
00:44:40,599 --> 00:44:42,800
今天是咱们野生老李啊

1148
00:44:42,800 --> 00:44:45,650
性感老李这还没有出细节啊

1149
00:44:45,650 --> 00:44:47,070
呃meta股价暴跌

1150
00:44:47,070 --> 00:44:50,469
尽管盈利和这个营收都超了预期

1151
00:44:50,469 --> 00:44:54,010
也就是EPS跟营收是双击败了啊

1152
00:44:54,010 --> 00:44:57,469
并上调资本支出的指引哦

1153
00:44:57,469 --> 00:44:59,480
应该是坑在了这个点啊

1154
00:44:59,480 --> 00:45:01,639
这就是刚才我跟大家所说的

1155
00:45:01,639 --> 00:45:06,259
咱们在他发财报之前就跟大家呢哈这个讲到了

1156
00:45:06,259 --> 00:45:08,619
说有一个很关键的点

1157
00:45:08,619 --> 00:45:10,579
咱们要关注这些科技巨头的点

1158
00:45:10,579 --> 00:45:13,760
就是他们在AI资本支出这方面

1159
00:45:13,760 --> 00:45:15,539
是不是进一步的增大

1160
00:45:15,539 --> 00:45:17,860
这个华尔街是非常厌恶啊

1161
00:45:17,860 --> 00:45:21,260
现在非常厌恶你这些科技巨头去增大

1162
00:45:21,260 --> 00:45:23,059
加大这个AI资本支出的

1163
00:45:23,059 --> 00:45:25,599
大家看meta可能在这一季度啊

1164
00:45:25,599 --> 00:45:28,320
又上调了资本支出的指引

1165
00:45:28,320 --> 00:45:33,068
就是他对接下来的资本支出的这个这个这个呃

1166
00:45:33,068 --> 00:45:37,168
意思是我会进一步的扩大我未来的AI资本支出

1167
00:45:37,168 --> 00:45:39,909
那么华尔街对这个是非常不买单的

1168
00:45:39,909 --> 00:45:42,469
但是呢我认为啊长期来看啊

1169
00:45:42,469 --> 00:45:43,909
你增大AI资本支出

1170
00:45:43,909 --> 00:45:46,099
其实就是在增大对AI的投入嘛

1171
00:45:46,099 --> 00:45:48,420
那AI呢现在也是最火热啊

1172
00:45:48,420 --> 00:45:51,610
也是未来发展的一个主流的一个赛道对吧

1173
00:45:51,610 --> 00:45:53,289
你增大AI资本支出了

1174
00:45:53,289 --> 00:45:57,059
相当于是你想在AI上有更大的发展对吧

1175
00:45:57,059 --> 00:45:58,659
我认为长期来看

1176
00:45:58,659 --> 00:46:00,360
这并不是一个坏事

1177
00:46:00,360 --> 00:46:02,320
那么华尔街是不买单的啊

1178
00:46:02,320 --> 00:46:03,900
可能就是这个呃

1179
00:46:03,900 --> 00:46:07,809
那大家还有什么信息需要补充的没有啊

1180
00:46:07,809 --> 00:46:10,570
有朋友说meta主要还是资本支出太大了

1181
00:46:10,570 --> 00:46:11,090
对啊

1182
00:46:11,090 --> 00:46:12,369
meta是一家啊

1183
00:46:12,369 --> 00:46:14,809
这个meta我跟大家点评一下啊

1184
00:46:14,809 --> 00:46:16,360
七大科技巨头里面

1185
00:46:16,360 --> 00:46:18,568
你像微软meta

1186
00:46:18,568 --> 00:46:22,929
还有就是这都是非常重视这个AI资本支出的

1187
00:46:22,929 --> 00:46:27,099
就是非常重视在AI上的投入跟发展的苹果

1188
00:46:27,099 --> 00:46:28,099
大家看苹果

1189
00:46:28,099 --> 00:46:31,880
苹果这家公司他呢就呃不太重视AI上的发展

1190
00:46:31,880 --> 00:46:34,059
它的AI资本支出就非常的小

1191
00:46:34,059 --> 00:46:37,458
那所以现在华尔街对苹果反而是买单的

1192
00:46:37,458 --> 00:46:38,179
大家看啊

1193
00:46:38,179 --> 00:46:40,440
苹果在呃

1194
00:46:40,440 --> 00:46:43,860
苹果的股价在最近这一波基本上就没怎么下跌

1195
00:46:43,860 --> 00:46:44,219
对吧

1196
00:46:44,219 --> 00:46:46,829
一直在这个高位属于是横盘震荡

1197
00:46:46,829 --> 00:46:50,349
因为苹果呢它基本上不太做AI的资本支出

1198
00:46:50,349 --> 00:46:52,079
就是AI资本支出非常的小

1199
00:46:52,079 --> 00:46:53,760
像meta微软这种

1200
00:46:53,760 --> 00:46:55,880
微软为什么跌的这么凶啊

1201
00:46:55,880 --> 00:46:57,719
一个是这个AI资本支出

1202
00:46:57,719 --> 00:47:00,090
一直微软在强调AI资本支出

1203
00:47:00,090 --> 00:47:01,469
基本上每一次发财报

1204
00:47:01,469 --> 00:47:03,489
微软都要强调我AI资本支出

1205
00:47:03,489 --> 00:47:05,090
这个啊进一步扩大

1206
00:47:05,090 --> 00:47:06,210
那华尔街不买单

1207
00:47:06,210 --> 00:47:07,789
结果微软就一直下跌

1208
00:47:07,789 --> 00:47:10,110
meta问题也是一样啊

1209
00:47:10,110 --> 00:47:12,010
meta也是这个问题对吧

1210
00:47:12,010 --> 00:47:13,469
从今年年初啊

1211
00:47:13,469 --> 00:47:15,630
这个股价呢就一直在往下走

1212
00:47:15,630 --> 00:47:17,849
也是这样一个问题啊

1213
00:47:18,250 --> 00:47:20,300
好啊好

1214
00:47:20,300 --> 00:47:23,460
那我这个meta呢呃咱们长话短说啊

1215
00:47:23,460 --> 00:47:24,239
长话短说

1216
00:47:24,239 --> 00:47:27,820
这次财报我看还有更多的信息没有了

1217
00:47:28,519 --> 00:47:30,179
如果有更多的信息

1218
00:47:30,179 --> 00:47:32,460
咱们啊有没有更多的雷点

1219
00:47:32,460 --> 00:47:33,940
我想问一下大家

1220
00:47:33,940 --> 00:47:38,019
如果说啊这次财报没有更更多的雷点的话

1221
00:47:38,019 --> 00:47:40,599
只是一个AI资本支出增增大

1222
00:47:40,599 --> 00:47:44,278
而华尔街呢对这一项这个这个这个呃

1223
00:47:44,278 --> 00:47:46,338
这项指标不太买单的话

1224
00:47:46,338 --> 00:47:49,199
我认为还是可以去进行布局的

1225
00:47:49,199 --> 00:47:51,010
就是按照我这个点位啊

1226
00:47:51,010 --> 00:47:53,050
明天咱们开盘之后看一看

1227
00:47:53,050 --> 00:47:54,250
不用着急去买啊

1228
00:47:54,250 --> 00:47:56,969
现在已经跌到了我这个开仓买入的点位

1229
00:47:56,969 --> 00:47:57,949
以下是吧

1230
00:47:57,949 --> 00:47:59,969
不用着急去买啊

1231
00:47:59,969 --> 00:48:03,289
明天开盘之后看一看市场的具体反应

1232
00:48:03,289 --> 00:48:03,730
然后呢

1233
00:48:03,730 --> 00:48:06,728
咱们再625~650

1234
00:48:06,728 --> 00:48:08,228
这个价格区间范围内呢

1235
00:48:08,228 --> 00:48:09,309
可以考虑去啊

1236
00:48:09,309 --> 00:48:10,500
上车开仓

1237
00:48:10,500 --> 00:48:11,820
可以考虑去开仓

1238
00:48:11,820 --> 00:48:13,909
还是按照老李的这种策略啊

1239
00:48:13,909 --> 00:48:16,530
先开啊这个分批进行买入

1240
00:48:16,530 --> 00:48:18,030
不要去一口吃个胖子哈

1241
00:48:18,030 --> 00:48:20,929
不是说一开仓就直接把仓位给拉满

1242
00:48:20,929 --> 00:48:22,920
咱们呢一开始先开小仓位

1243
00:48:22,920 --> 00:48:25,840
然后呢它股价如果说啊财报出来之后

1244
00:48:25,840 --> 00:48:29,059
暴雷可能还会伴随着一阵子的阴跌啊

1245
00:48:29,059 --> 00:48:30,579
或者说是这种横盘震荡

1246
00:48:30,579 --> 00:48:32,820
那么咱们在最近这一阵子啊

1247
00:48:32,820 --> 00:48:34,900
这一段时间里面去啊

1248
00:48:34,900 --> 00:48:37,380
分批的进行这个买入补仓

1249
00:48:37,380 --> 00:48:40,260
慢慢的把仓位给扩大起来之后呢

1250
00:48:40,260 --> 00:48:43,119
这只股票是可以去长期进行布局

1251
00:48:43,119 --> 00:48:44,659
然后长期持有的好吧

1252
00:48:44,659 --> 00:48:46,179
这是我对meta的看法

1253
00:48:46,179 --> 00:48:48,480
然后呢很多朋友可能会说说老李

1254
00:48:48,480 --> 00:48:49,980
你说这个meta可以买入

1255
00:48:49,980 --> 00:48:51,139
你自己怎么不买啊

1256
00:48:51,139 --> 00:48:53,280
我在我的另一个账户里面啊

1257
00:48:53,280 --> 00:48:57,719
呃是一直在是持有这个meta跟亚马逊的

1258
00:48:57,719 --> 00:48:59,119
包括PLTR

1259
00:48:59,119 --> 00:49:02,039
这个我之前呢那个账户跟大家亮出来过啊

1260
00:49:02,039 --> 00:49:03,820
meta在那个账户里面

1261
00:49:03,820 --> 00:49:06,679
meta的仓位我一直就没有动亚马逊的仓位

1262
00:49:06,679 --> 00:49:09,070
也没有动亚马逊meta啊

1263
00:49:09,070 --> 00:49:12,150
这些科技巨头我都是在一直持有的啊

1264
00:49:12,150 --> 00:49:13,769
这是跟大家说一下啊

1265
00:49:13,769 --> 00:49:14,530
呃找机会吧

1266
00:49:14,530 --> 00:49:15,849
今天我就不跟大家亮了

1267
00:49:15,849 --> 00:49:18,610
因为我还得这个登录我的账号密码对吧

1268
00:49:18,610 --> 00:49:20,690
那我在fidelity还有个账户

1269
00:49:20,690 --> 00:49:22,889
我还得登录账号密码跟大家去啊

1270
00:49:22,889 --> 00:49:23,489
公开出来

1271
00:49:23,489 --> 00:49:26,110
我怕到时候再被我密码再被盗了啊

1272
00:49:26,110 --> 00:49:27,889
今天就不跟大家亮那个账户了

1273
00:49:27,889 --> 00:49:28,730
有机会的话

1274
00:49:28,730 --> 00:49:32,010
我会再把那个我另一个账户跟大家亮出来啊

1275
00:49:32,010 --> 00:49:34,469
那个meta呢是很早就买入布局的

1276
00:49:34,469 --> 00:49:37,269
亚马逊也是包括里面的PLTR啊

1277
00:49:37,269 --> 00:49:39,250
都还在一直持有好了

1278
00:49:39,250 --> 00:49:42,449
那咱今天这个视频的直播的主要内容啊

1279
00:49:42,449 --> 00:49:44,690
就跟大家咱们说完了啊

1280
00:49:44,690 --> 00:49:47,989
因为很多消息啊都都有滞后

1281
00:49:47,989 --> 00:49:49,869
就是很多消息都还刷不出来

1282
00:49:49,869 --> 00:49:51,519
它不像我平常做视频

1283
00:49:51,519 --> 00:49:52,840
我做视频的时候呢

1284
00:49:52,840 --> 00:49:54,199
可以把这些等这些消息啊

1285
00:49:54,199 --> 00:49:56,119
我都完全公开出来之后呢

1286
00:49:56,119 --> 00:49:57,909
来跟大家做一个整合

1287
00:49:57,909 --> 00:49:58,889
做一个整理

1288
00:49:58,889 --> 00:50:00,030
包括总结啊

1289
00:50:00,030 --> 00:50:02,769
视频里面可能会更加的精炼对吧

1290
00:50:02,769 --> 00:50:05,829
更加的这个视频里的老李呢就更加的短

1291
00:50:05,829 --> 00:50:08,670
那么直播的老李呢就非常的长啊

1292
00:50:08,670 --> 00:50:10,869
再次证明了老李并不短啊

1293
00:50:10,869 --> 00:50:13,980
咱们今天直播呢已经达到了一个小时以上啊

1294
00:50:13,980 --> 00:50:16,340
平常很多朋友说老李太短了啊

1295
00:50:16,340 --> 00:50:19,289
老李你这视频几分钟的时间讲完了

1296
00:50:19,289 --> 00:50:19,969
太短了

1297
00:50:19,969 --> 00:50:22,559
今天再次证明老李并不短啊

1298
00:50:22,559 --> 00:50:25,360
好那咱们今天我在最后啊看一下

1299
00:50:25,360 --> 00:50:26,780
扫一下大家的弹幕啊

1300
00:50:26,780 --> 00:50:28,119
有什么重点的问题

1301
00:50:28,119 --> 00:50:29,670
我看能跟大家回答的

1302
00:50:29,670 --> 00:50:31,489
咱们再拖堂10分钟啊

1303
00:50:31,489 --> 00:50:32,829
如拖堂5分钟吧

1304
00:50:32,829 --> 00:50:35,590
如果没有什么这个比较典型的问题

1305
00:50:35,590 --> 00:50:39,360
那咱们今天呢主要的股票跟主要的看点啊

1306
00:50:39,360 --> 00:50:40,739
都跟大家讲到了

1307
00:50:40,739 --> 00:50:42,659
如果说错过这场直播的话

1308
00:50:42,659 --> 00:50:44,440
我会把这场直播呢会呃

1309
00:50:44,440 --> 00:50:47,949
放在我频道里的这个啊录像当中

1310
00:50:47,949 --> 00:50:52,278
大家呢可以去回看直播的这个录像啊

1311
00:50:52,478 --> 00:50:54,599
啧电话会议等不了了啊

1312
00:50:54,599 --> 00:50:55,398
02:30啊

1313
00:50:55,398 --> 00:50:57,139
估这个朋友有说不看

1314
00:50:57,139 --> 00:50:57,998
不跟大家看

1315
00:50:57,998 --> 00:50:59,320
谷歌的电话会议

1316
00:50:59,320 --> 00:51:01,199
谷歌的电话会议02:30啊

1317
00:51:01,199 --> 00:51:02,559
现在是01:30啊

1318
00:51:02,559 --> 00:51:04,559
还有一个小时怎么跟大家看啊

1319
00:51:04,559 --> 00:51:05,400
没法跟大家看啊

1320
00:51:05,400 --> 00:51:06,340
大家谅解一下啊

1321
00:51:06,340 --> 00:51:07,539
电话会议呃

1322
00:51:07,539 --> 00:51:09,300
美东时间下午05:30

1323
00:51:09,300 --> 00:51:11,929
美西时间我们这儿时间是下午02:30啊

1324
00:51:11,929 --> 00:51:13,590
还有一个小时的时间啊

1325
00:51:13,590 --> 00:51:17,079
没法儿陪大家去一起看了啊

1326
00:51:17,079 --> 00:51:19,500
我看大家还有问什么甲骨文啊

1327
00:51:19,500 --> 00:51:20,960
甲骨文简单说一下啊

1328
00:51:20,960 --> 00:51:26,298
甲骨文甲骨文呢现在在我账户里是40股啊

1329
00:51:26,298 --> 00:51:27,659
仓位还非常的小

1330
00:51:27,659 --> 00:51:30,438
我这个加仓的计划呢还是啊

1331
00:51:30,438 --> 00:51:32,659
我之前跟大家画的是135啊

1332
00:51:32,699 --> 00:51:34,340
那么现在短期之内呢

1333
00:51:34,340 --> 00:51:36,659
可能回到135这个位置

1334
00:51:36,659 --> 00:51:38,108
可能有点困难了啊

1335
00:51:38,108 --> 00:51:41,389
啊我呢又跟大家对这个加仓的点位啊

1336
00:51:41,389 --> 00:51:42,630
进行了一下更新

1337
00:51:42,630 --> 00:51:43,789
甲骨文呢

1338
00:51:43,789 --> 00:51:47,469
在如果说短期之内回到155以下

1339
00:51:47,469 --> 00:51:51,820
我会我就会对我的甲骨文啊去进行一次加仓

1340
00:51:52,820 --> 00:51:55,789
然后第二个加仓的位置呢还是135啊

1341
00:51:55,789 --> 00:51:57,190
再往下继续往下

1342
00:51:57,190 --> 00:51:59,880
如果回调能回到135附近的话

1343
00:51:59,880 --> 00:52:03,619
我会对我的甲骨文呢再进一步的进行加仓啊

1344
00:52:03,619 --> 00:52:07,780
155这个位置是我接下来会对甲骨文啊

1345
00:52:07,780 --> 00:52:09,579
去加仓的一个位置

1346
00:52:09,579 --> 00:52:11,659
我现在甲骨文是40股啊

1347
00:52:11,659 --> 00:52:14,920
现在差不多就在我的这个成本价的附近对吧

1348
00:52:14,920 --> 00:52:15,739
163

1349
00:52:15,739 --> 00:52:19,570
164啊啊甲骨文我的仓位还非常的小啊

1350
00:52:19,570 --> 00:52:21,469
接下来呢会进一步的啊

1351
00:52:21,469 --> 00:52:24,809
我还打算去继续加仓呃

1352
00:52:24,809 --> 00:52:29,949
特斯拉我上周的视频刚跟大家这个去更新过啊

1353
00:52:29,949 --> 00:52:33,050
大家回看我上一期的上周的视频吧

1354
00:52:33,050 --> 00:52:33,909
好吧啊

1355
00:52:33,909 --> 00:52:36,699
上一周视频里面专门讲了三只股票

1356
00:52:36,699 --> 00:52:37,519
特斯拉

1357
00:52:37,519 --> 00:52:38,159
苹果

1358
00:52:38,159 --> 00:52:39,820
还有BRKB啊

1359
00:52:39,820 --> 00:52:42,778
这三只股票大家呢去看我的那期视频

1360
00:52:42,778 --> 00:52:44,398
美光科技啊

1361
00:52:44,398 --> 00:52:45,219
美光科技

1362
00:52:45,219 --> 00:52:48,518
我在最近的视频里面也跟大家更新过啊

1363
00:52:48,518 --> 00:52:52,610
美光科技是一支非常值得去布局的股票

1364
00:52:52,610 --> 00:52:57,269
但是呢在当前一直在上涨这样一个趋势当中啊

1365
00:52:57,269 --> 00:53:01,710
我我其实不太建议大家去追着买进去追着去买

1366
00:53:01,710 --> 00:53:02,739
然后进行布局

1367
00:53:02,739 --> 00:53:03,940
等一波回调吧

1368
00:53:03,940 --> 00:53:06,300
我觉得美光科技啊可能最近啊

1369
00:53:06,300 --> 00:53:09,329
或者说等一手应该是在一个月以后啊

1370
00:53:09,329 --> 00:53:10,688
美光科技会发财报

1371
00:53:10,688 --> 00:53:13,329
咱们呢耐心等待等待一下财报

1372
00:53:13,329 --> 00:53:14,710
或者说等最近股

1373
00:53:14,710 --> 00:53:17,230
股市再出现一些什么这个变数啊

1374
00:53:17,230 --> 00:53:19,489
波动啊啊等一波回调之后

1375
00:53:19,489 --> 00:53:21,469
如果说价格啊到位了

1376
00:53:21,469 --> 00:53:22,369
美女回头了

1377
00:53:22,369 --> 00:53:25,500
这支股票啊还是非常值得去啊上车

1378
00:53:25,500 --> 00:53:27,500
然后进行这个长期布局的

1379
00:53:27,500 --> 00:53:30,659
这是美光科技啊

1380
00:53:30,659 --> 00:53:32,539
PLSOFI说过了啊

1381
00:53:32,539 --> 00:53:34,639
好多朋友在刷刷SOFISOF

1382
00:53:34,639 --> 00:53:39,500
我在直播的一开始花了大概15分钟的时间啊

1383
00:53:39,500 --> 00:53:41,210
说了很长的这个SOF

1384
00:53:41,210 --> 00:53:44,730
错过的朋友去回看我这波这个直播结束之后

1385
00:53:44,730 --> 00:53:47,050
去回看我的直播的录像啊

1386
00:53:47,050 --> 00:53:49,150
看我的这个SOF哈

1387
00:53:49,150 --> 00:53:50,349
有时候朋友狗叫了

1388
00:53:50,349 --> 00:53:51,329
是不是要大跌了

1389
00:53:51,329 --> 00:53:51,949
不知道啊

1390
00:53:51,949 --> 00:53:53,590
我家有两条拉布拉多啊

1391
00:53:53,590 --> 00:53:56,090
我家有拉布拉多这个狗狗啊

1392
00:53:56,090 --> 00:53:56,989
一直在养

1393
00:53:56,989 --> 00:53:58,949
我是喜欢养狗啊

1394
00:53:58,949 --> 00:54:01,769
我家这这两条拉布拉多都已经七八岁了

1395
00:54:01,769 --> 00:54:03,570
养了好多年了

1396
00:54:04,048 --> 00:54:06,248
呃然后呢咱们我看啊

1397
00:54:06,248 --> 00:54:08,989
PLTRPLTR还是跟之前一样啊

1398
00:54:08,989 --> 00:54:11,389
PLTR现在的问题呢

1399
00:54:11,389 --> 00:54:14,219
就是它的估值还是非常的离谱啊

1400
00:54:14,219 --> 00:54:15,858
如果有想上车的朋友啊

1401
00:54:15,858 --> 00:54:18,579
这股票想上车的朋友还是这条线啊

1402
00:54:18,579 --> 00:54:21,210
之前跟大家更新的这条线125啊

1403
00:54:21,210 --> 00:54:22,710
可以去考虑上车

1404
00:54:22,710 --> 00:54:25,570
那么PLTR在当前这这个价位呢

1405
00:54:25,570 --> 00:54:27,068
我是不会去加仓的

1406
00:54:27,068 --> 00:54:29,349
我个人是这个小仓位啊

1407
00:54:29,349 --> 00:54:31,469
30股的PLTR会继续持有

1408
00:54:31,469 --> 00:54:34,730
但是呢现在在这个价位我是不会加加仓的啊

1409
00:54:34,730 --> 00:54:36,610
需要等一波回调啊

1410
00:54:36,610 --> 00:54:40,369
股这个股价更打一些折扣之后啊

1411
00:54:40,369 --> 00:54:42,530
才会考虑去进行加仓

1412
00:54:42,530 --> 00:54:43,349
好了

1413
00:54:43,349 --> 00:54:47,210
呃今天咱们直播了一小时10分钟了啊

1414
00:54:47,210 --> 00:54:49,449
呃主要的问题也都跟大家说到了

1415
00:54:49,449 --> 00:54:51,289
如果大家还有什么想问的股票

1416
00:54:51,289 --> 00:54:52,510
或者想问的问题的话

1417
00:54:52,510 --> 00:54:53,568
可以留言

1418
00:54:53,568 --> 00:54:56,728
或者在直播的这个回放当中呢去留言啊

1419
00:54:56,728 --> 00:54:57,849
我看大家比较集中

1420
00:54:57,849 --> 00:55:00,809
比较典型的问题呢会跟大家整理整理

1421
00:55:00,809 --> 00:55:01,889
然后呢做一做研究

1422
00:55:01,889 --> 00:55:04,230
我可能会在接下来的视频当中

1423
00:55:04,230 --> 00:55:07,210
去跟大家去做具体的解读啊

1424
00:55:07,849 --> 00:55:08,369
好了

1425
00:55:08,369 --> 00:55:09,929
那咱今天直播就到这吧

1426
00:55:09,929 --> 00:55:11,329
老李还没有吃午饭啊

1427
00:55:11,329 --> 00:55:12,230
1.40了

1428
00:55:12,230 --> 00:55:13,329
哼非常饿啊

1429
00:55:13,329 --> 00:55:14,210
肚子非常饿

1430
00:55:14,210 --> 00:55:16,130
我先喝口绿茶压压惊啊

1431
00:55:16,130 --> 00:55:18,699
这个绿茶虽然说不不顶饱

1432
00:55:18,699 --> 00:55:20,840
但是呢能压压惊啊

1433
00:55:20,840 --> 00:55:24,079
啊今天股市啊

1434
00:55:24,079 --> 00:55:26,380
最后给大家看一下我这个账户情况啊

1435
00:55:26,380 --> 00:55:27,519
账户就这样了

1436
00:55:30,719 --> 00:55:31,840
500多美金

1437
00:55:31,840 --> 00:55:34,519
账户的总资产呢还是在29万以上啊

1438
00:55:34,519 --> 00:55:35,840
还行啊还行啊

1439
00:55:35,840 --> 00:55:39,099
最近整体股市啊也好像有点涨不动了啊

1440
00:55:39,099 --> 00:55:43,659
啊有一个迹象就是这些你看指数达到新高之后

1441
00:55:43,659 --> 00:55:46,599
最近呢可能会就像我之前跟大家预测的

1442
00:55:46,599 --> 00:55:47,760
预期的啊

1443
00:55:47,760 --> 00:55:48,840
到了新高之后呢

1444
00:55:48,840 --> 00:55:51,219
可能会有一波的这个横盘震荡啊

1445
00:55:51,219 --> 00:55:52,900
你毕竟也得让他休息休息

1446
00:55:52,900 --> 00:55:54,820
这股市他也不是牛啊对吧

1447
00:55:54,820 --> 00:55:55,860
你一直拉着他走

1448
00:55:55,860 --> 00:55:56,699
一直让他干活

1449
00:55:56,699 --> 00:55:58,769
一直往上冲着涨也不太现实

1450
00:55:58,769 --> 00:56:02,449
它可能会有一定的这个回踩或者是横盘震荡啊

1451
00:56:02,449 --> 00:56:04,648
股市呢也要适当的休息休息

1452
00:56:04,648 --> 00:56:06,809
那么这种横盘震荡或者回踩

1453
00:56:06,809 --> 00:56:09,860
或者是一些大科技财报美女回头

1454
00:56:09,860 --> 00:56:10,500
鲍雷呢

1455
00:56:10,500 --> 00:56:12,320
可能就会给我们提供一些

1456
00:56:12,320 --> 00:56:14,809
这种上车买入的机会啊

1457
00:56:14,809 --> 00:56:18,230
啊咱们呢刚才也都跟大家说到了好了

1458
00:56:18,230 --> 00:56:21,150
那最后呢跟大家来比个心啊

1459
00:56:21,150 --> 00:56:22,230
比个心啊

1460
00:56:22,230 --> 00:56:24,869
好再比心再比心啊

1461
00:56:24,869 --> 00:56:28,429
啊这个视频下方呃看完直播之后

1462
00:56:28,429 --> 00:56:31,139
视频下方有一条IB赢投证券的链接

1463
00:56:31,139 --> 00:56:33,519
想要对老李表达支持的话啊

1464
00:56:33,519 --> 00:56:34,500
大家高抬贵手

1465
00:56:34,500 --> 00:56:38,659
简简单单的点一下IB盈透证券的链接啊

1466
00:56:38,659 --> 00:56:41,429
就是对老李这个莫大的支持

1467
00:56:41,429 --> 00:56:44,190
然后呢啊想要开通美股账户的朋友

1468
00:56:44,190 --> 00:56:45,969
也可以通过这个链接去开户

1469
00:56:45,969 --> 00:56:47,210
想要开户

1470
00:56:47,210 --> 00:56:51,170
同时还要嫖到福利的朋友去看我视频下方的啊

1471
00:56:51,170 --> 00:56:52,039
木木啊

1472
00:56:52,039 --> 00:56:54,800
这个还有吹up普老虎证券啊

1473
00:56:54,800 --> 00:56:58,929
现在呢啊通过老李的专属邀请链接开户入金啊

1474
00:56:58,929 --> 00:57:01,190
都给你送免费的英伟达股票

1475
00:57:01,190 --> 00:57:04,139
非常超值的一些粉丝专属福利啊

1476
00:57:04,139 --> 00:57:06,260
希望大家千万不要错过好了

1477
00:57:06,260 --> 00:57:08,320
那咱直播今天就到这个地方

1478
00:57:08,320 --> 00:57:09,980
最后呢求大家一波啊

1479
00:57:09,980 --> 00:57:11,469
一键三连点赞

1480
00:57:11,469 --> 00:57:12,590
评论加转发

1481
00:57:12,590 --> 00:57:13,590
没有订阅的朋友呢

1482
00:57:13,590 --> 00:57:15,570
咱抓紧时间点上一首订阅

1483
00:57:15,570 --> 00:57:17,269
这样子老李以后再发视频

1484
00:57:17,269 --> 00:57:18,949
或者是开启直播的时候

1485
00:57:18,949 --> 00:57:21,929
你都会第一时间的收到通知好了

1486
00:57:21,929 --> 00:57:24,869
今天咱们啊直播就到此结束

1487
00:57:24,869 --> 00:57:28,679
我们下期应该是视频里面再见了

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