1
00:00:00,080 --> 00:00:00,480
各位好
2
00:00:01,720 --> 00:00:06,370
上午盘呢是下跌98.87点
3
00:00:06,650 --> 00:00:08,390
那2.50%
4
00:00:08,390 --> 00:00:12,189
我们看到有几个指数还好一些红利哎
5
00:00:12,189 --> 00:00:14,898
才跌了0.96%
6
00:00:14,898 --> 00:00:15,978
还不错了
7
00:00:15,978 --> 00:00:17,978
我所担心的有一些跌多了一些
8
00:00:17,978 --> 00:00:20,099
因为接近5000家待涨吧
9
00:00:20,099 --> 00:00:22,280
有一些跌多了一些啊
10
00:00:22,280 --> 00:00:24,699
呃4975家待涨
11
00:00:24,699 --> 00:00:26,960
我所担心的一些板块跌多了
12
00:00:26,960 --> 00:00:30,230
微盘股跌多了3.8%
13
00:00:31,350 --> 00:00:32,250
跌了这么多
14
00:00:32,250 --> 00:00:33,789
它还有这么贵啊
15
00:00:35,149 --> 00:00:37,229
还有负的64啊
16
00:00:37,439 --> 00:00:40,619
中证2000是跌3.12%
17
00:00:40,619 --> 00:00:41,439
跌了这么多
18
00:00:41,439 --> 00:00:42,799
还有152倍的PE
19
00:00:42,799 --> 00:00:44,950
野科创五零跌了这么多
20
00:00:44,950 --> 00:00:46,770
还有160倍的PE啊
21
00:00:46,770 --> 00:00:48,130
11.47分
22
00:00:48,130 --> 00:00:49,390
A股还好啦
23
00:00:49,390 --> 00:00:52,079
日本跌3.6%
24
00:00:52,079 --> 00:00:53,899
韩国跌5.7%
25
00:00:53,899 --> 00:00:55,820
一度跌超6.3%呢
26
00:00:55,820 --> 00:00:57,719
A股还算好啊
27
00:00:57,719 --> 00:00:59,719
恒指跌3%了
28
00:00:59,719 --> 00:01:01,700
恒科是跌2.8%了
29
00:01:01,700 --> 00:01:03,479
所以A股还是算好的
30
00:01:03,479 --> 00:01:05,920
只是我所担心的一些板块
31
00:01:05,920 --> 00:01:08,879
我觉得风险还没有释放到位的
32
00:01:08,879 --> 00:01:10,489
这个还是要小心
33
00:01:10,489 --> 00:01:12,049
好股票呢
34
00:01:12,049 --> 00:01:15,329
余钱好股呢我们要理性了一些
35
00:01:15,329 --> 00:01:17,689
但是集权差股呢要谨慎了
36
00:01:17,689 --> 00:01:19,689
杠杆要小心了
37
00:01:19,689 --> 00:01:23,609
其实我在应该是这个市场为数不多的
38
00:01:23,609 --> 00:01:25,530
在三个高点啊
39
00:01:25,530 --> 00:01:28,129
提出有从这进攻变成防御的
40
00:01:28,129 --> 00:01:31,230
也就是说在2026年1月14日的中午开始
41
00:01:31,230 --> 00:01:34,530
因为这个地方3.99万亿的成交
42
00:01:34,530 --> 00:01:36,489
这个地方出现了一个高点
43
00:01:36,489 --> 00:01:38,159
4190
44
00:01:38,319 --> 00:01:41,000
第二个令我谨慎的一个糕点呢
45
00:01:41,000 --> 00:01:43,728
是86年的1月29日白天
46
00:01:43,728 --> 00:01:47,688
虽然指数是41703.26万亿的成交
47
00:01:47,688 --> 00:01:51,950
但是贵金属矩阵5600美元额的黄金
48
00:01:51,950 --> 00:01:53,430
令我非常警惕
49
00:01:53,430 --> 00:01:56,349
连续多天没有睡觉啊
50
00:01:56,349 --> 00:01:58,400
都在工作提醒风险
51
00:01:58,640 --> 00:02:00,340
包括白银的风险
52
00:02:00,340 --> 00:02:02,519
铜的还有有色金属的
53
00:02:02,519 --> 00:02:04,939
第三个高点是在4197
54
00:02:04,939 --> 00:02:06,289
3月3号
55
00:02:06,289 --> 00:02:08,408
严重提醒风险是日本
56
00:02:08,408 --> 00:02:10,649
韩国欧洲股市风险
57
00:02:10,649 --> 00:02:13,338
还有整个市场的风险在这个时候出现
58
00:02:13,338 --> 00:02:15,658
1月29号是提出来是美股
59
00:02:15,658 --> 00:02:17,919
还有全球股市主要市场的风险
60
00:02:17,919 --> 00:02:21,240
认为美股在1月29日见顶了
61
00:02:21,479 --> 00:02:23,340
这个风险提醒呢
62
00:02:23,340 --> 00:02:27,378
应该说我还是问心无愧的用了我所有的能力了
63
00:02:27,378 --> 00:02:29,538
因为大部分人都没有读过我这个小书
64
00:02:29,538 --> 00:02:32,818
所以可能还没有太听懂我说的呃
65
00:02:32,818 --> 00:02:34,079
这个话那么好
66
00:02:34,079 --> 00:02:35,258
我们分析来
67
00:02:35,258 --> 00:02:39,729
现在这个阶段3858收盘3858啊
68
00:02:39,729 --> 00:02:41,909
黄金收到4352
69
00:02:41,909 --> 00:02:45,639
我们觉得也是要密切留意
70
00:02:45,639 --> 00:02:48,599
什么时候原油这个地方有一个转向
71
00:02:49,680 --> 00:02:52,789
我们就什么时候出现了一个哎
72
00:02:52,789 --> 00:02:55,870
能够稍微喘定这样的一个过程
73
00:02:55,870 --> 00:02:57,610
但也讲的是好股票了
74
00:02:58,729 --> 00:03:01,680
因为上涨的时候比赛的谁赚的多
75
00:03:02,000 --> 00:03:06,308
但下跌的时候呢会比赛的呢是谁扛得住啊
76
00:03:06,308 --> 00:03:08,889
我觉得这个就是两个思维模式了
77
00:03:08,889 --> 00:03:12,639
所以为什么我要说找做好人买好股多好报呢
78
00:03:12,639 --> 00:03:15,900
因为整轮行情我们回顾一下整轮行情
79
00:03:15,900 --> 00:03:18,479
这个是开始是在哪里
80
00:03:18,479 --> 00:03:20,680
是2635开始的
81
00:03:20,680 --> 00:03:23,900
到了2689确认就双重底了
82
00:03:23,900 --> 00:03:25,479
第六个历史大底了
83
00:03:25,479 --> 00:03:27,419
顶部呢是在哪里呢
84
00:03:27,419 --> 00:03:30,539
是在2026年的1月14日开始
85
00:03:30,539 --> 00:03:33,180
第一个顶部4190
86
00:03:33,180 --> 00:03:36,939
第二个顶部是29日4170
87
00:03:36,939 --> 00:03:39,129
伴随着美股的见顶
88
00:03:39,129 --> 00:03:41,270
伴随着贵金属的矩阵
89
00:03:41,270 --> 00:03:42,310
黄金的鉴定
90
00:03:42,310 --> 00:03:42,969
5600
91
00:03:42,969 --> 00:03:45,090
白银的鉴定121啊
92
00:03:45,090 --> 00:03:47,099
第三个顶部呢
93
00:03:47,099 --> 00:03:48,639
86年的3月3日
94
00:03:48,639 --> 00:03:51,769
41973桶油集体涨停
95
00:03:51,769 --> 00:03:53,429
3.16万亿的成交
96
00:03:53,429 --> 00:03:56,568
这个地方日本韩国印度欧洲全部见底
97
00:03:56,568 --> 00:03:59,610
三重顶这个形态已经成立了
98
00:03:59,610 --> 00:04:03,710
我们整轮行情的这个呃脉络就非常清楚了
99
00:04:04,259 --> 00:04:06,649
从底部一个双底
100
00:04:06,649 --> 00:04:08,688
从顶部一个三重顶
101
00:04:08,688 --> 00:04:10,729
等轮行情的完整的这么一个过程
102
00:04:10,729 --> 00:04:12,568
后面就是一个反弹了
103
00:04:12,568 --> 00:04:16,230
哎是什么时候能够止跌反弹啊
104
00:04:16,230 --> 00:04:17,490
我再重复一遍
105
00:04:17,490 --> 00:04:19,110
后面应该是反弹
106
00:04:19,110 --> 00:04:20,899
不是反转
107
00:04:20,899 --> 00:04:22,059
我再重复一遍
108
00:04:22,059 --> 00:04:25,319
是反弹不是反转这么一个判断
109
00:04:25,319 --> 00:04:27,319
当然我说的也不一定对啊
110
00:04:27,319 --> 00:04:32,449
只是一个一个分析和个人的一些分析和判断
111
00:04:32,449 --> 00:04:34,069
不能按照这个地方操作的
112
00:04:34,069 --> 00:04:35,889
怎么样能够稳定住
113
00:04:35,889 --> 00:04:37,810
现在是主要的任务
114
00:04:37,810 --> 00:04:40,290
我提出几个措施吧
115
00:04:40,290 --> 00:04:43,350
第一个我们在高位减持的7000亿呃
116
00:04:43,350 --> 00:04:46,750
乃至万亿的ETF可以在研究了
117
00:04:46,750 --> 00:04:47,889
在某一个时点啊
118
00:04:47,889 --> 00:04:49,089
不要等太久啊
119
00:04:49,089 --> 00:04:51,850
我们在某一个时点啊就可以研究啊
120
00:04:51,850 --> 00:04:54,120
开始悄悄的打一枪啊
121
00:04:54,120 --> 00:04:54,879
第二个呢
122
00:04:54,879 --> 00:04:57,449
上市公司可以回购了啊
123
00:04:57,449 --> 00:04:59,449
因为我们看到大量的上市公司
124
00:04:59,449 --> 00:05:00,850
在这个上行的过程里面
125
00:05:00,850 --> 00:05:02,970
宣传自己有多么多么好啊
126
00:05:02,970 --> 00:05:04,329
那么多的题材呀
127
00:05:04,329 --> 00:05:05,610
那么多的概念呐
128
00:05:05,610 --> 00:05:07,089
什么上天啦
129
00:05:07,089 --> 00:05:08,389
什么入脑啦啊
130
00:05:08,389 --> 00:05:10,310
就数不失生鼠的这些概念啦
131
00:05:10,310 --> 00:05:11,009
题材啦
132
00:05:11,009 --> 00:05:11,689
那这么好
133
00:05:11,689 --> 00:05:13,120
为什么跌了这么多
134
00:05:13,120 --> 00:05:14,379
您不回购呢
135
00:05:14,379 --> 00:05:16,279
这是灵魂疑问了
136
00:05:16,279 --> 00:05:18,899
上市公司第第三个高管呐
137
00:05:18,899 --> 00:05:20,870
哦我那么好
138
00:05:20,870 --> 00:05:22,689
你这个上市公司那么好
139
00:05:22,689 --> 00:05:24,790
那为什么不给高管买一点
140
00:05:24,790 --> 00:05:27,829
再有上市公司的员工持股咯
141
00:05:27,829 --> 00:05:28,990
那么好
142
00:05:28,990 --> 00:05:31,069
那我们的跌下来这么多啊
143
00:05:31,069 --> 00:05:34,370
那我我们给上市公司员工搞一点呗
144
00:05:34,370 --> 00:05:36,470
忠心耿耿的干部搞一点吧
145
00:05:36,470 --> 00:05:38,170
员工持股计划呗是吧
146
00:05:38,170 --> 00:05:39,610
所以也能稳定咯是吧
147
00:05:39,610 --> 00:05:40,509
那么好
148
00:05:40,509 --> 00:05:42,798
那自己给自己的员工啊是吧
149
00:05:42,798 --> 00:05:44,879
那为什么何乐而不为呢
150
00:05:44,879 --> 00:05:45,759
为什么要卖给别人
151
00:05:45,759 --> 00:05:48,139
起码员工先买一点吧是吧
152
00:05:48,139 --> 00:05:49,360
还有一个呢
153
00:05:49,360 --> 00:05:50,620
我还是
154
00:05:50,620 --> 00:05:51,259
其实我
155
00:05:51,259 --> 00:05:56,310
我还是建议散户朋友们还是要擦亮双眼了是吧
156
00:05:56,310 --> 00:05:58,750
买股票还是要在低位买
157
00:05:58,750 --> 00:05:59,790
不要追高啊
158
00:05:59,790 --> 00:06:01,810
我一直是不主张追高的
159
00:06:01,810 --> 00:06:04,529
特别是到了4000点
160
00:06:04,529 --> 00:06:06,769
我就觉得不要追了是吧
161
00:06:06,769 --> 00:06:08,810
特别是到了快到4200的时候
162
00:06:08,810 --> 00:06:10,110
不要追高了
163
00:06:10,110 --> 00:06:13,250
其实说不知道追高已经说了半年了吧
164
00:06:13,250 --> 00:06:16,160
其实很多股票早就跌穿半年的高位了是吧
165
00:06:16,160 --> 00:06:18,800
所以它见顶呢它是需要一个时间的
166
00:06:18,800 --> 00:06:21,199
它不是在某一个瞬间就见顶的
167
00:06:21,199 --> 00:06:23,230
现在看什么时候能稳住啊
168
00:06:23,230 --> 00:06:24,550
但是稳住呢
169
00:06:24,550 --> 00:06:27,189
因为有很多的股票还是非常的昂贵啊
170
00:06:27,189 --> 00:06:28,560
我们讲的是美股啊
171
00:06:28,560 --> 00:06:30,459
不要过早的抄底啦
172
00:06:30,459 --> 00:06:32,759
散户不要过早的抄底
173
00:06:32,759 --> 00:06:35,399
但是呢作为稳定力量呢
174
00:06:35,399 --> 00:06:37,439
上市公司呢回购那么好
175
00:06:37,439 --> 00:06:38,870
股票那么好
176
00:06:38,870 --> 00:06:40,790
你在高位卖了那么多是吧
177
00:06:40,790 --> 00:06:42,970
现在可能都都都跌到不成样了
178
00:06:42,970 --> 00:06:44,370
那高位卖出来的
179
00:06:44,370 --> 00:06:46,889
你现在买回来不就赚了吗
180
00:06:46,889 --> 00:06:49,490
不就赚了股数吗
181
00:06:50,439 --> 00:06:51,740
多了好多股啊吧
182
00:06:51,740 --> 00:06:54,319
我讲的是上市公司和稳定力量啊
183
00:06:54,319 --> 00:06:57,509
因为散户朋友他不知道呃哪一些好的了
184
00:06:57,509 --> 00:07:00,250
他一买又买进了我担心的那个五类股票
185
00:07:01,490 --> 00:07:03,569
那不是中招了吗是吧
186
00:07:03,930 --> 00:07:06,009
那些根本就不能看呐
187
00:07:06,009 --> 00:07:07,829
碰都不能碰啊
188
00:07:07,829 --> 00:07:09,110
闻都不能闻呐
189
00:07:09,110 --> 00:07:10,050
同志们啊
190
00:07:10,050 --> 00:07:11,850
闻到味道都不行啊
191
00:07:11,850 --> 00:07:15,350
只是在市场杀跌的时候
192
00:07:15,350 --> 00:07:16,870
哎我们第一个余钱
193
00:07:16,870 --> 00:07:18,310
好股不要恐慌
194
00:07:18,310 --> 00:07:20,389
急前差股要谨慎
195
00:07:20,389 --> 00:07:21,810
杠杆要去掉
196
00:07:21,810 --> 00:07:23,459
要去掉啊
197
00:07:23,459 --> 00:07:24,459
辞职了
198
00:07:24,459 --> 00:07:25,680
赶紧回去上班去
199
00:07:25,680 --> 00:07:26,459
退学了的
200
00:07:26,459 --> 00:07:28,720
回去上课去退什么学啊
201
00:07:28,720 --> 00:07:31,178
中学生就退学啊
202
00:07:31,418 --> 00:07:33,598
你知道你跟谁在竞争吗
203
00:07:33,598 --> 00:07:36,579
这不是不知道天高地厚吗
204
00:07:36,740 --> 00:07:37,620
听我一句劝
205
00:07:37,620 --> 00:07:38,420
回去上课去
206
00:07:38,420 --> 00:07:40,660
还没有拿到我的这个小书的啊
207
00:07:40,660 --> 00:07:42,750
可以大部分人都还没有拿到
208
00:07:42,750 --> 00:07:45,529
就将书中的内容跟大家做一个分享
209
00:07:45,529 --> 00:07:46,788
要稳定了
210
00:07:46,788 --> 00:07:48,528
要采取措施了
211
00:07:48,528 --> 00:07:49,028
稳住
212
00:07:49,028 --> 00:07:50,829
但是也仅仅是反弹了
213
00:07:51,949 --> 00:07:54,199
再见不是反转再见