BV187Le6XEJr · 请不要叫我梁同学1 00:00:03,500 --> 00:00:04,240 大家好 2 00:00:04,240 --> 00:00:06,799 今天是5月21日星期四 3 00:00:06,799 --> 00:00:08,560 我们继续分析美股 4 00:00:08,560 --> 00:00:10,140 本期内容如下 5 00:00:10,140 --> 00:00:12,619 我们先看消息面 6 00:00:13,080 --> 00:00:14,839 open i营收领先 7 00:00:14,839 --> 00:00:16,399 但面临挑战 8 00:00:16,399 --> 00:00:20,410 OpenAI首季营收表现亮眼 9 00:00:20,410 --> 00:00:24,019 但亏损加剧且用户增长停滞 10 00:00:24,019 --> 00:00:28,739 同时面临来自ANTHROPIC的强势竞争 11 00:00:29,980 --> 00:00:31,500 首季营收强劲 12 00:00:31,500 --> 00:00:33,200 但亏损加剧 13 00:00:33,200 --> 00:00:35,020 营收57亿美元 14 00:00:35,020 --> 00:00:36,299 领先对手 15 00:00:36,299 --> 00:00:40,750 但调整后营业利润率为负的122% 16 00:00:40,750 --> 00:00:42,530 营收业绩亮眼 17 00:00:42,530 --> 00:00:45,609 第一季度营收达到57亿美元 18 00:00:45,609 --> 00:00:46,810 超出预期 19 00:00:50,929 --> 00:00:53,200 核心增长驱动力 20 00:00:53,200 --> 00:00:54,679 编码智能体 21 00:00:54,679 --> 00:00:57,929 codex企业销售增长 22 00:00:57,929 --> 00:01:00,409 及ChatGPT广告测试 23 00:01:00,409 --> 00:01:04,590 是推动本季度营收增长的关键因素 24 00:01:04,590 --> 00:01:06,950 亏损状况严峻 25 00:01:06,950 --> 00:01:08,310 工资调整后 26 00:01:08,310 --> 00:01:11,200 营业利润率为负的122% 27 00:01:11,200 --> 00:01:14,680 表明其盈利能力仍面临巨大挑战 28 00:01:14,680 --> 00:01:17,359 每赚一美元反而亏损1.2 29 00:01:17,359 --> 00:01:20,439 二美元获巨额融资 30 00:01:20,439 --> 00:01:22,159 凭借亮眼业绩 31 00:01:22,159 --> 00:01:24,019 公司从亚马逊 32 00:01:24,019 --> 00:01:26,439 英伟达等供应商处 33 00:01:26,439 --> 00:01:29,840 获得了1220亿美元的新融资 34 00:01:29,840 --> 00:01:32,959 为后续发展提供支持 35 00:01:34,560 --> 00:01:36,079 用户增长放缓 36 00:01:36,079 --> 00:01:37,359 竞争加剧 37 00:01:37,359 --> 00:01:40,049 周活用户增长停滞 38 00:01:40,049 --> 00:01:42,109 付费用户占比小 39 00:01:42,109 --> 00:01:47,099 面临ATHROPIC和谷歌的双重竞争压力 40 00:01:47,379 --> 00:01:49,040 用户增长瓶颈 41 00:01:49,040 --> 00:01:54,359 ChatGPT周活跃用户平均约为9.05亿 42 00:01:54,359 --> 00:01:56,359 增长已陷入停滞 43 00:01:56,359 --> 00:02:00,659 未能达到去年年底周活10亿的预期目标 44 00:02:00,659 --> 00:02:02,859 付费用户占比小 45 00:02:02,859 --> 00:02:06,829 第一季度付费订阅用户为5500万 46 00:02:06,829 --> 00:02:09,949 相对于庞大的免费用户基数 47 00:02:09,949 --> 00:02:13,189 付费转化率仍然较低 48 00:02:13,189 --> 00:02:15,680 竞争对手反超 49 00:02:16,120 --> 00:02:19,900 据悉ANTHROPIC的近期增速已反超 50 00:02:19,900 --> 00:02:20,879 Open ai 51 00:02:20,879 --> 00:02:24,439 今年化收入逼近450亿美元 52 00:02:24,800 --> 00:02:27,900 远高于OpenAI的250亿美元 53 00:02:27,900 --> 00:02:30,000 巨头谷歌入局 54 00:02:30,000 --> 00:02:33,360 谷歌正凭借GEMINI聊天机器人 55 00:02:33,360 --> 00:02:35,860 与搜索引擎的深度融合 56 00:02:35,860 --> 00:02:38,439 积极抢占消费级AI市场 57 00:02:38,439 --> 00:02:40,780 加剧了市场竞争 58 00:02:43,020 --> 00:02:45,979 英伟达CPU业务崭露头角 59 00:02:45,979 --> 00:02:49,449 英伟达凭借其在AI芯片领域的优势 60 00:02:49,449 --> 00:02:53,210 正将CPU业务打造为全新增长引擎 61 00:02:53,210 --> 00:02:57,250 便已明确宏伟的营收目标 62 00:02:58,969 --> 00:03:01,599 剑指200亿美元新目标 63 00:03:01,599 --> 00:03:05,539 首次明确本财年CPU业务营收目标 64 00:03:05,539 --> 00:03:09,389 并计划推出独立CPU服务器产品 65 00:03:09,389 --> 00:03:11,310 公布营收预期 66 00:03:11,310 --> 00:03:13,530 公司首席财务官预计 67 00:03:13,530 --> 00:03:17,689 本财年独立服务器CPU及超级芯片 68 00:03:17,689 --> 00:03:22,159 内置CPU的合计销售额将达200亿美元 69 00:03:22,159 --> 00:03:24,430 确立新增长引擎 70 00:03:24,430 --> 00:03:26,449 此番表态标志着 71 00:03:26,449 --> 00:03:30,250 英伟达正式将CPU业务确立为 72 00:03:30,250 --> 00:03:33,799 继GPU之后的核心增长引擎 73 00:03:33,799 --> 00:03:36,729 不再满足于单一霸主地位 74 00:03:36,729 --> 00:03:39,180 客户群体重合 75 00:03:39,180 --> 00:03:44,560 独立CPU服务器的客户与现有采购英伟达GPU 76 00:03:44,560 --> 00:03:47,909 超级芯片系统的客户高度重合 77 00:03:47,909 --> 00:03:50,930 为业务拓展提供便利 78 00:03:50,930 --> 00:03:52,849 计划推出新品 79 00:03:52,849 --> 00:03:58,340 公司计划在2027年推出纯薇拉CPU服务器 80 00:03:58,340 --> 00:04:01,280 进一步丰富其CPU产品线 81 00:04:01,280 --> 00:04:04,199 满足市场多样化需求 82 00:04:05,800 --> 00:04:08,460 抢占智能体AI新赛道 83 00:04:08,460 --> 00:04:12,060 凭借CPU加GPU的组合优势 84 00:04:12,060 --> 00:04:15,400 英伟达正积极布局AI智能体市场 85 00:04:15,400 --> 00:04:17,240 重塑算力格局 86 00:04:17,240 --> 00:04:19,658 瞄准2000亿蓝海 87 00:04:19,658 --> 00:04:22,098 英伟达CEO黄仁勋指出 88 00:04:22,098 --> 00:04:24,579 CPU市场整体可为公司带来 89 00:04:24,579 --> 00:04:27,139 高达2000亿美元的增长空间 90 00:04:27,139 --> 00:04:28,689 前景广阔 91 00:04:28,689 --> 00:04:33,269 智能体AI驱动AI智能体应用的兴起 92 00:04:33,269 --> 00:04:36,110 要求芯片既能运算模型 93 00:04:36,110 --> 00:04:40,279 GPU又能操控实际操作CPU 94 00:04:40,279 --> 00:04:42,829 英伟达架构优势明显 95 00:04:42,829 --> 00:04:44,810 加速产品迭代 96 00:04:44,810 --> 00:04:47,769 公司已开始拆分CPU产品 97 00:04:47,769 --> 00:04:50,529 推出纯CPU独立服务器 98 00:04:50,529 --> 00:04:55,490 以更好地服务于AI智能体等新兴应用场景 99 00:04:55,490 --> 00:04:57,290 重塑行业格局 100 00:04:57,290 --> 00:04:58,850 因未来的举措 101 00:04:58,850 --> 00:05:04,389 让此前热度不及GPU的CPU品类价值大幅提升 102 00:05:04,389 --> 00:05:08,129 引领了芯片行业的新一轮变革 103 00:05:08,709 --> 00:05:11,370 好我们看一下今天市场的表现 104 00:05:11,370 --> 00:05:15,189 今天纳指期货收涨0.2%左右 105 00:05:15,189 --> 00:05:16,410 我们看到啊 106 00:05:16,410 --> 00:05:19,529 市场的空头呢并未延续一个强势的砸盘 107 00:05:19,529 --> 00:05:21,230 这是目前这样的话 108 00:05:21,230 --> 00:05:22,970 多头还是更有优势的哈 109 00:05:22,970 --> 00:05:24,589 那这波回调就是一个 110 00:05:24,589 --> 00:05:27,870 目前看起来像是一个很窄幅回调是吧 111 00:05:27,870 --> 00:05:31,829 横盘回调我们看一下15分钟图表 112 00:05:32,730 --> 00:05:34,509 在这里横着是吧 113 00:05:34,509 --> 00:05:37,569 哎呃也没时间往下砸 114 00:05:37,569 --> 00:05:39,470 这是今天那么后继往下砸 115 00:05:39,470 --> 00:05:40,629 也不要感到意外哈 116 00:05:40,629 --> 00:05:42,550 所以我们多头的这个止损位 117 00:05:42,550 --> 00:05:45,639 是在下方这个止损位置这个支撑区域哈 118 00:05:45,639 --> 00:05:47,149 它没有跌破哈 119 00:05:47,629 --> 00:05:49,009 有没有可能跌破 120 00:05:49,009 --> 00:05:50,110 一切皆有可能 121 00:05:50,110 --> 00:05:52,370 但目前没有啊是吧 122 00:05:52,370 --> 00:05:56,240 所以所谓的二次探顶呢目前没有发挥力量哈 123 00:05:56,480 --> 00:05:58,040 我们看一看啊 124 00:05:58,040 --> 00:05:59,199 接下来一到两个交易日 125 00:05:59,199 --> 00:06:01,339 会不会有空头强劲的一个表现 126 00:06:01,339 --> 00:06:03,930 如果空头还是弱势的一个横盘的话 127 00:06:03,930 --> 00:06:05,850 就没有太大问题对吧 128 00:06:05,850 --> 00:06:09,060 嗯好也要提防一下哈 129 00:06:09,060 --> 00:06:10,660 因为市场一切皆有可能 130 00:06:10,660 --> 00:06:14,050 多头呢就希望其实回撤深一点 131 00:06:14,050 --> 00:06:14,930 浅一点都行哈 132 00:06:14,930 --> 00:06:15,850 都是回撤 133 00:06:15,850 --> 00:06:18,089 而不是反转为西红柿 134 00:06:19,310 --> 00:06:20,870 我们看一下大指 135 00:06:20,870 --> 00:06:22,649 大指啊 136 00:06:22,649 --> 00:06:24,589 昨天呢是给出了阳线 137 00:06:24,589 --> 00:06:26,449 今天仍旧给出了阳线 138 00:06:26,449 --> 00:06:29,029 那么空头并未选择往下砸盘 139 00:06:29,029 --> 00:06:30,889 这样的话这个阻力区域啊 140 00:06:30,889 --> 00:06:34,850 很快明天哈最晚下周周一周二 141 00:06:34,850 --> 00:06:36,610 这样就有可能突不上去了哈 142 00:06:36,610 --> 00:06:37,680 就创新高 143 00:06:37,680 --> 00:06:39,959 如果空头选择往下砸盘 144 00:06:39,959 --> 00:06:41,420 他自然会秀出力量 145 00:06:41,420 --> 00:06:42,180 没有哈 146 00:06:42,180 --> 00:06:44,060 没有周四啊 147 00:06:44,060 --> 00:06:48,980 周三周四两根阳线表明空头暂时没那个想法 148 00:06:50,040 --> 00:06:51,300 看一下罗素 149 00:06:51,300 --> 00:06:54,470 罗素也是哈罗素回踩了这个支撑位之后 150 00:06:54,470 --> 00:06:56,290 目前没有选择向下砸盘 151 00:06:56,290 --> 00:06:59,740 其实我们不妨把趋势线呢画到这来也可以对不 152 00:06:59,740 --> 00:07:01,360 其他图也都类似哈 153 00:07:01,360 --> 00:07:03,800 好昨天和今天都是阳线 154 00:07:03,800 --> 00:07:06,779 多头止损提高到这里来 155 00:07:08,439 --> 00:07:10,259 好标普也是一样啊 156 00:07:10,259 --> 00:07:13,420 我们把趋势线这个画到这也不为过啊 157 00:07:13,420 --> 00:07:17,370 就调到这来也可以看一下15分钟图是吧 158 00:07:17,370 --> 00:07:18,410 他可以掉下去吗 159 00:07:18,410 --> 00:07:21,060 那看咯啊 160 00:07:21,060 --> 00:07:21,939 你调下这也行 161 00:07:23,180 --> 00:07:24,899 没什么大不了的哈 162 00:07:24,899 --> 00:07:27,430 这趋势呢就是这样哈 163 00:07:27,430 --> 00:07:28,889 不断的变平缓 164 00:07:28,889 --> 00:07:29,629 一会儿陡峭 165 00:07:29,629 --> 00:07:32,899 一会儿平缓嗯 166 00:07:32,899 --> 00:07:35,338 多头呢只要守好底线就可以了 167 00:07:36,778 --> 00:07:38,579 好再看下日线 168 00:07:40,560 --> 00:07:43,040 对吧嗯大概的趋势线啊 169 00:07:43,040 --> 00:07:46,788 稍微示意一下就可以好 170 00:07:46,788 --> 00:07:51,069 那么目前股指大盘是没有问题啊 171 00:07:52,269 --> 00:07:53,430 我们看一下啊 172 00:07:53,430 --> 00:07:56,910 我们的行业热力图额 173 00:07:56,910 --> 00:08:00,360 今天大盘的涨幅并不是说特别巨大啊 174 00:08:00,360 --> 00:08:02,980 呃半导体今天是微涨 175 00:08:02,980 --> 00:08:05,240 软件基础设施也是微微的波动 176 00:08:05,240 --> 00:08:06,560 互联网也是一样 177 00:08:06,560 --> 00:08:08,920 消费电子也是一样好 178 00:08:08,920 --> 00:08:12,100 今天的药品制造商涨幅有一些 179 00:08:12,100 --> 00:08:14,139 汽车制造微微涨一些 180 00:08:14,139 --> 00:08:17,009 半导体设备涨了一些啊 181 00:08:17,009 --> 00:08:20,610 通讯设备和计算机硬件这个涨幅比较大 182 00:08:20,610 --> 00:08:23,009 嗯其他的都是一般啊 183 00:08:23,009 --> 00:08:25,379 应用软件有点下跌哈 184 00:08:25,620 --> 00:08:28,019 我们看一下领涨板块 185 00:08:28,639 --> 00:08:31,120 我们的加密矿企相关的 186 00:08:31,120 --> 00:08:34,559 近期的这个额加密货币领域的啊 187 00:08:34,559 --> 00:08:36,899 还是有一定的震荡上行的态势哈 188 00:08:36,899 --> 00:08:40,230 看今天涨幅比较大啊 189 00:08:40,230 --> 00:08:42,509 我们的计算机硬件主要是这个量子计算 190 00:08:42,509 --> 00:08:43,889 这个还可以哈 191 00:08:43,889 --> 00:08:46,460 因为量子计算这个啊怎么说呢 192 00:08:46,460 --> 00:08:47,840 也是一个热门领域哈 193 00:08:47,840 --> 00:08:51,879 但是啊比如说这个啊这个i j ti哈 194 00:08:51,879 --> 00:08:53,120 今天涨幅巨大 195 00:08:53,120 --> 00:08:57,700 我们看一眼我们之前呢啊发现了这个图表呢 196 00:08:57,700 --> 00:09:00,639 他的这个回撤幅度也是相当巨大哈 197 00:09:00,639 --> 00:09:02,600 那目前看起来应该做啥呀 198 00:09:02,600 --> 00:09:04,450 做做多是吧 199 00:09:05,089 --> 00:09:08,328 我们之前也跟会员们一直在啊 200 00:09:08,328 --> 00:09:09,729 讨论这个这个图哈 201 00:09:09,729 --> 00:09:12,009 那么经过了巨幅的下跌之后啊 202 00:09:12,009 --> 00:09:18,059 重新筑底嗯好另外呢就是有一些消息面哈 203 00:09:18,059 --> 00:09:20,679 特朗普啊计划给他们拨款啊 204 00:09:20,679 --> 00:09:24,259 给这个量子计算公司好 205 00:09:24,259 --> 00:09:26,450 目前还是看涨好 206 00:09:26,450 --> 00:09:28,350 太空主题也是上涨 207 00:09:28,350 --> 00:09:31,789 激光雷达存储概念今天也是上涨 208 00:09:31,789 --> 00:09:33,029 稀土也是一样 209 00:09:33,029 --> 00:09:35,379 那我们看一下存储概念的呃 210 00:09:35,379 --> 00:09:37,438 我们这次要看一下闪迪 211 00:09:39,039 --> 00:09:42,440 嗯啊经过了一个短暂的下跌之后啊 212 00:09:42,440 --> 00:09:44,639 市场再次恢复到了上涨趋势线 213 00:09:44,639 --> 00:09:45,480 调到这里 214 00:09:45,480 --> 00:09:47,970 我们看一下它的15分钟图表 215 00:09:50,519 --> 00:09:51,799 跟大盘一模一样啊 216 00:09:51,799 --> 00:09:53,279 没有选择了没有选 217 00:09:53,279 --> 00:09:56,129 目前没有选择跌破这个支撑位啊 218 00:09:56,129 --> 00:09:58,129 那我们的这个长线趋势线 219 00:09:58,129 --> 00:10:01,250 我们跟纳指保持一致就可以了 220 00:10:01,250 --> 00:10:03,899 这样一画是吧 221 00:10:04,259 --> 00:10:05,460 说可以继续洗吗 222 00:10:07,179 --> 00:10:08,919 感觉空头很艰难啊 223 00:10:08,919 --> 00:10:12,070 大家觉得呢空头比较艰难 224 00:10:12,070 --> 00:10:14,230 我感我感觉啊我们是空投吗 225 00:10:14,230 --> 00:10:14,889 我们不是 226 00:10:14,889 --> 00:10:16,610 我们只是看回调啊 227 00:10:16,610 --> 00:10:20,919 回调啊深浅的问题对吧 228 00:10:21,700 --> 00:10:27,019 嗯这是这个我们看我们的热门列表的表现啊 229 00:10:28,110 --> 00:10:31,870 好你看今天的arm延续了一个暴涨的态势 230 00:10:31,870 --> 00:10:35,590 过去两个交易日也是大幅的上涨啊 231 00:10:35,590 --> 00:10:38,169 我们我们是多头对吧 232 00:10:38,169 --> 00:10:39,210 眼见为实啊 233 00:10:39,210 --> 00:10:40,318 涨起来了哈 234 00:10:40,318 --> 00:10:41,859 今天的跳空缺口 235 00:10:41,859 --> 00:10:43,359 再加上强势的大阳线 236 00:10:43,359 --> 00:10:45,549 也要提防新一波回调的可能性 237 00:10:45,549 --> 00:10:48,029 但我们不可能频繁的去猜反转哈 238 00:10:48,029 --> 00:10:51,419 我们看一下15分钟图嗯 239 00:10:51,860 --> 00:10:52,700 非常陡峭 240 00:10:54,019 --> 00:10:57,000 非常疯狂啊 241 00:10:57,000 --> 00:10:58,320 这么趋势线一画 242 00:10:58,320 --> 00:11:01,679 随时提防新一波回调啊对吧 243 00:11:01,679 --> 00:11:03,659 涨多了就得提防 244 00:11:08,000 --> 00:11:11,419 嗯我们看一下CRWV哈 245 00:11:11,419 --> 00:11:14,159 那这个图呢之前也有一定的回调哈 246 00:11:14,159 --> 00:11:17,039 我之前给大家的观观点是没什么太大问题 247 00:11:17,039 --> 00:11:18,250 还是回调 248 00:11:18,250 --> 00:11:19,950 我们看到啊 249 00:11:19,950 --> 00:11:23,090 这里是一个扩散而形的一个震荡的一个状态 250 00:11:23,090 --> 00:11:26,759 我们说震荡行情更有可能还是上涨中继啊 251 00:11:27,159 --> 00:11:30,320 今天呢啊史低也说之前卖掉怎么卖 252 00:11:30,320 --> 00:11:31,519 应该重新做多啊 253 00:11:31,519 --> 00:11:34,269 看下15分钟图是吧 254 00:11:34,269 --> 00:11:36,548 还是重新做多为为好啊 255 00:11:36,548 --> 00:11:39,259 不能看空啊 256 00:11:40,940 --> 00:11:43,259 好这图看日线就够了 257 00:11:44,059 --> 00:11:47,139 我们看一下美光今天也是收涨对吧 258 00:11:47,139 --> 00:11:49,169 是一根阳线 259 00:11:49,889 --> 00:11:51,750 我们继续挑几只哈 260 00:11:51,750 --> 00:11:54,080 嗯circle哎 261 00:11:54,080 --> 00:11:54,879 也是啊 262 00:11:54,879 --> 00:11:56,960 就是说在这片这片做的多 263 00:11:56,960 --> 00:11:58,320 交易者还得守住啊 264 00:11:58,320 --> 00:12:00,769 这个小组织区又开始洗盘了 265 00:12:00,769 --> 00:12:04,370 这波的洗盘的力度比这一波要浅很多哈 266 00:12:04,370 --> 00:12:05,970 表明空头变弱了啊 267 00:12:05,970 --> 00:12:09,610 多头可以再拿拿看一看能不能继续延续涨势 268 00:12:12,679 --> 00:12:15,240 好我们看下台积电 269 00:12:15,240 --> 00:12:17,820 台积电没有跌破这个支撑位是吧 270 00:12:17,820 --> 00:12:19,240 又弹起来了 271 00:12:19,240 --> 00:12:21,090 其实像这么一画 272 00:12:21,090 --> 00:12:23,250 看下15分钟的细节哈 273 00:12:23,250 --> 00:12:24,950 嗯你说踩顶吗 274 00:12:24,950 --> 00:12:25,909 不踩顶啊 275 00:12:25,909 --> 00:12:27,450 还是不踩顶 276 00:12:27,909 --> 00:12:31,049 空头最低的要求是先把这跌破了哈 277 00:12:31,049 --> 00:12:33,730 把这跌破了也也是更深的回调 278 00:12:33,730 --> 00:12:35,590 他也不是反转为熊市啊 279 00:12:35,590 --> 00:12:39,750 嗯你看这个英伟达又要开始做CPU了 280 00:12:39,750 --> 00:12:40,950 那谁代工啊 281 00:12:40,950 --> 00:12:43,990 基本上还是台积电是吧 282 00:12:45,639 --> 00:12:47,100 嗯这是这几个 283 00:12:47,100 --> 00:12:48,220 我们再挑几只 284 00:12:48,220 --> 00:12:49,500 我们看下app 285 00:12:49,500 --> 00:12:51,279 app这个图呢也是在这里 286 00:12:51,279 --> 00:12:51,799 涨幅好慢 287 00:12:51,799 --> 00:12:54,058 应该做啥做赌啊 288 00:12:54,058 --> 00:12:55,139 空头弱势了吧 289 00:12:55,139 --> 00:12:56,158 怎么有人说怎么看的 290 00:12:56,158 --> 00:13:00,059 你看大暴跌中暴跌不跌是吧 291 00:13:00,059 --> 00:13:02,179 这三块空头变弱了啊 292 00:13:02,179 --> 00:13:04,419 当然这是一个简单的一个视觉感觉 293 00:13:04,419 --> 00:13:07,078 但理论上技术面也是双底哈 294 00:13:07,078 --> 00:13:08,678 做图 295 00:13:09,789 --> 00:13:11,330 我们看一下特斯拉 296 00:13:11,330 --> 00:13:13,110 特斯拉空头强啊 297 00:13:13,110 --> 00:13:14,149 不强啊 298 00:13:14,149 --> 00:13:17,509 表明啊正在上行的态势没有被破坏掉 299 00:13:17,509 --> 00:13:19,149 看下25分钟图 300 00:13:19,149 --> 00:13:22,679 近期对他的担忧主要是space x啊 301 00:13:22,679 --> 00:13:23,639 上任之后啊 302 00:13:23,639 --> 00:13:25,840 对特斯拉公司的一个分流哈 303 00:13:27,000 --> 00:13:30,120 负面负面的这种东西也要关注一下啊 304 00:13:30,769 --> 00:13:34,590 谁知道会怎么样对吧好 305 00:13:34,590 --> 00:13:35,509 我们看下英伟达 306 00:13:37,070 --> 00:13:37,929 空头强势吧 307 00:13:37,929 --> 00:13:38,899 不强势 308 00:13:38,899 --> 00:13:40,860 英伟达就是在支撑区上方哈 309 00:13:40,860 --> 00:13:44,759 现在是直城区的上方是一个震荡 310 00:13:45,039 --> 00:13:47,440 看下15分钟图表对吧 311 00:13:47,440 --> 00:13:48,200 空投强是吧 312 00:13:48,200 --> 00:13:49,639 目前不强 313 00:13:50,000 --> 00:13:51,320 更像一个小回调啊 314 00:13:51,320 --> 00:13:53,960 跟上一波折差不多那种感觉 315 00:13:53,960 --> 00:13:56,039 暂时还不能踩空头啊 316 00:13:56,039 --> 00:13:58,970 嗯不是空头趋势啊 317 00:13:58,970 --> 00:13:59,889 是多头趋势 318 00:14:02,210 --> 00:14:04,870 好嗯就是这些啊 319 00:14:04,870 --> 00:14:06,549 我们最后看一下英特尔啊 320 00:14:06,549 --> 00:14:09,330 哎英特尔也上来了是吧 321 00:14:09,330 --> 00:14:10,450 CPU也有价值了 322 00:14:10,450 --> 00:14:14,559 我记得我们几个月前就读过类似的新闻对吧 323 00:14:14,559 --> 00:14:16,039 CPU好 324 00:14:16,039 --> 00:14:17,820 CPUGPU哦 325 00:14:17,820 --> 00:14:19,139 双轮驱动哈 326 00:14:19,139 --> 00:14:21,750 嗯好嘞 327 00:14:21,750 --> 00:14:22,980 就这样哈 328 00:14:22,980 --> 00:14:25,460 最后呢欢迎大家成为会员哈 329 00:14:25,460 --> 00:14:28,080 绿宝石会员去观看我们的内容哈 330 00:14:28,080 --> 00:14:30,568 那这波回调呢目前还是这样哈 331 00:14:30,568 --> 00:14:32,159 没有太大的问题
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