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【Financial Education】8万亿美金在等待:V型反转的真相

BV18a96BwETM · 浑水摸鱼清源
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发布时间 2026-04-28 19:00
时长 36分29秒
播放 1281
点赞 15
评论 6
弹幕 -

学习笔记

基于字幕生成,时间引用会以小徽标显示。
等待生成结果

资料区

原始字幕、评论和弹幕默认折叠,作为学习核查材料。
原始字幕
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暴风雨前的平静

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我们正处于股市中的关键时刻

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此刻

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各位

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大家都在关注

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他们说道

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煎饼是不是马上要被抛售了

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我们是不是要抛售这些股票了

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没错

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看看今天这样的行情

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谷歌麦道加尔

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我们在公开账户里有约一千六百美元

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所以我加仓

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一千七百美元

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CRM涨至二千七百美元

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00:00:19,309 --> 00:00:21,350
芝士蛋糕工厂涨两三百美元

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所有东西都略显谨慎不敢行动

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因为我们即将迎来市场重大时刻

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我们即将进入AMD板块

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今天稍作休整

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AMD股价小幅回调

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公开账户持有五十七万五千美元股票

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近期AMD走势强劲如火箭

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关于AMD

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好的

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今天视频中已提及

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我们将讨论两个主题仅两个

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因为这些是重大议题

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首先我要向所有投资者发出重要警告

30
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以及这一过程如何运作

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确保大家不陷入大陷阱

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我看到许多人正中此局

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情况很糟

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好的

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我们先来谈这个

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视频开头部分

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第二个主题是财报分析

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季度业绩即将疯狂波动

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好的

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接下来的八小时内

41
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简直疯狂

42
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我甚至找不到合适的词汇形容

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接下来的48小时将异常激烈

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具体来说

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我将在视频中分享

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哪些公司可能业绩暴雷

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哪些公司可能错过财报季

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这些内容将涵盖

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仅讨论这两个主题

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感谢大家观看本期视频

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我希望你们能感谢我为你们整理所有这些内容

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只有一件事,只有一件事

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我向你们请求

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快点点赞按钮猛击它,用力点

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请为我这样做 点击那个点赞按钮

56
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好的

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我感谢每一位这么做的人

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尤其是那些根本不需要我提醒的人

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非常感谢 同时请务必订阅频道

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如果你还没订阅

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你到底在做什么啊

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难道你不爱钱吗

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难道你不爱赚点小钱

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好的

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请务必订阅

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好的

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在这里订阅完全是免费的

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好的

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听着

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这一路走来真是精彩

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这一路真是令人惊叹

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天啊

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看看公开数据

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三年前的公开数据

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这次是记录

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大约一点三百万美元

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截至今日

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已达三九百万美元左右

79
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这确实是一段历史性的旅程

80
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那里有大量财富可赚

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如果你入市不到三年 你已经赚到

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你知道的

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至少数万美元

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你们中有些人可能赚了数十万美元

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而有些人三年间已赚取数百万

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在这三年期间

87
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我注意到一个持续问题

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巨大问题

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而且越来越糟

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情况并未好转

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我心想

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天啊 人们看着市场却说

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为什么我们会有这些

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你知道的

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大规模抛售

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突然间V型反弹

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他们都在观察

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然后他们说

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市场到底发生了什么 这里就像突然一弹

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咔嚓一声

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你知道像这种V型走势接连不断

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他们正在努力理解这一切

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他们说道

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为什么会发生这种情况啊

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而我看到的问题是

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我说情况变得更糟了

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这个问题已经持续多年

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但现在变得更严重了

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我正在观察外面的情况

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我心想天啊

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不知道有多少人陷入其中

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涉及的人很多

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好的

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所以我说道

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让我们在这里分开讨论

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关于当前的情况

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因为大多数投资者都陷入这两个阵营之一

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两者都是问题

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不管你站在哪边

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在这里的左边

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好的

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不管你站在哪边

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在右边这边

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无论你站在哪一边

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好的,涉及很多人

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我希望现在观看这个视频的每个人都要说

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你是否在其中一个阵营

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好的

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你必须对自己诚实

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你是否在其中一个阵营

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因为我可以告诉你,当这两者交汇时,结局会到来

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这结局会很糟糕

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好的,让我解释一下当前的情况

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以及为何如此糟糕

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作为经历过金融危机以来市场的人

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经历过多次起伏和周期

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很多投资者涌入

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很多投资者撤离

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很多人赚了钱

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很多人亏了钱

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确实有趣啊

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但让我解释这个

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好的

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首先要注意

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有很多人持有大量现金

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我称他们为现金战队

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好的

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这些人全部持有现金

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全部持有国债

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他们的信念是市场即将崩盘

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所有东西都得崩盘对吧

152
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所有东西都会崩盘

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它即将崩盘

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只是时间问题

155
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崩盘 崩盘 崩盘 崩盘 崩盘对吧

156
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因此他们拒绝购买个股

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甚至拒绝买入标普五百指数

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因为所有东西都会崩盘对吧

159
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比如我指的金融危机

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我们经历过重大崩盘

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自金融危机以来我们从未有过50%的崩盘

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所以我们现在就该迎来50%的崩盘

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这些人认为这种事情经常发生

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或者类似的事情对吧

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因此他们躲藏起来买入国债

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持有现金对吧然后躲在那里

167
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这简直糟糕透顶让我带你们看看

168
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这有多么糟糕以及情况会变得更糟

169
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好的

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我现在要展示给你们的是

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货币市场基金

172
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好的

173
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过去三年已增长超过

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过去三年增长了约三万亿美元

175
00:05:07,360 --> 00:05:11,009
我们谈论的是每年万亿级别的资金增长

176
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当前的货币市场基金

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请仔细想想这一点

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这笔钱在过去三年本可以有更好的投资

179
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你错过了大量赚钱的机会

180
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我们甚至不提个股

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我只是说如果你直接投入标普五百

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五百指数

183
00:05:29,040 --> 00:05:31,879
如果你直接投入纳斯达克指数

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你就能

185
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为自己赚得更多

186
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对吧但人们却选择让资金赚取4%的收益

187
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或者其他收益

188
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有些人甚至不在国债中

189
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或仅持有现金

190
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与此同时现在发生了什么

191
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这种情况持续多年

192
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就是通胀

193
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对啊

194
00:05:52,529 --> 00:05:54,970
如今并没有当年那么剧烈

195
00:05:54,970 --> 00:05:55,410
你知道的

196
00:05:55,410 --> 00:05:56,089
三年前

197
00:05:56,089 --> 00:05:56,689
四年前

198
00:05:56,689 --> 00:05:57,480
当然没错

199
00:05:57,480 --> 00:05:58,879
但仍有通胀

200
00:05:58,879 --> 00:06:02,060
你的美元价值在不断下降

201
00:06:02,060 --> 00:06:03,920
它还会继续下跌

202
00:06:03,920 --> 00:06:06,199
所以你们手里全是现金

203
00:06:06,199 --> 00:06:08,579
你们正遭受巨大损失

204
00:06:08,579 --> 00:06:09,519
然后你可以说

205
00:06:09,519 --> 00:06:10,240
如果我持有国债

206
00:06:10,240 --> 00:06:12,040
我能获得4%的收益

207
00:06:12,209 --> 00:06:14,310
通胀率在2%

208
00:06:14,310 --> 00:06:15,110
在3%左右

209
00:06:15,110 --> 00:06:17,170
所以你实际只赚了约1%

210
00:06:17,170 --> 00:06:18,410
可能1.5%左右

211
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这就是你手里的钱实际收益

212
00:06:20,639 --> 00:06:23,699
与此同时标普500和纳斯达克

213
00:06:23,699 --> 00:06:26,389
纳斯达克已经上涨三年

214
00:06:26,389 --> 00:06:28,649
你们正遭受毁灭性打击

215
00:06:28,649 --> 00:06:30,250
被彻底摧毁了

216
00:06:30,250 --> 00:06:32,250
这是个问题

217
00:06:32,250 --> 00:06:33,269
大问题

218
00:06:33,269 --> 00:06:33,850
没错

219
00:06:33,850 --> 00:06:35,029
这是过去三年

220
00:06:35,029 --> 00:06:35,329
我说

221
00:06:35,329 --> 00:06:36,449
让我们看看个股表现

222
00:06:36,449 --> 00:06:39,060
这是这些股票过去三年的数据

223
00:06:39,060 --> 00:06:43,509
Palantir股价上涨1746%

224
00:06:43,509 --> 00:06:47,970
Micron股价三年增长715%

225
00:06:47,970 --> 00:06:50,089
英伟达上涨680%

226
00:06:50,089 --> 00:06:52,550
AMD上涨274%

227
00:06:52,550 --> 00:06:55,680
谷歌母公司Alphabet上涨222%

228
00:06:55,680 --> 00:06:57,920
SoFi上涨201%

229
00:06:57,920 --> 00:07:00,180
Meta上涨182%

230
00:07:00,180 --> 00:07:02,319
Netflix上涨128%

231
00:07:02,319 --> 00:07:05,500
Shopify上涨156%

232
00:07:05,500 --> 00:07:09,060
Costco大家都很喜欢

233
00:07:09,060 --> 00:07:13,689
Costco过去三年上涨98%

234
00:07:13,689 --> 00:07:17,569
而你的美元却在持续贬值

235
00:07:17,569 --> 00:07:18,970
年复一年

236
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购买力越来越低

237
00:07:22,139 --> 00:07:23,339
天啊

238
00:07:23,339 --> 00:07:26,589
需要多大的崩盘才能理解

239
00:07:26,589 --> 00:07:28,910
市场需要暴跌80%

240
00:07:28,910 --> 00:07:30,990
才能解释这种情况

241
00:07:30,990 --> 00:07:31,689
这才合理

242
00:07:31,689 --> 00:07:35,519
因为你这些年错过了所有涨幅

243
00:07:35,519 --> 00:07:38,019
而你的美元又在贬值

244
00:07:38,019 --> 00:07:39,519
这很糟糕

245
00:07:39,519 --> 00:07:41,230
糟糕透了

246
00:07:41,990 --> 00:07:44,149
想象一下

247
00:07:45,629 --> 00:07:47,319
输给沃尔玛

248
00:07:47,319 --> 00:07:49,620
输给沃尔玛股票对吧

249
00:07:49,620 --> 00:07:50,160
我是说

250
00:07:50,160 --> 00:07:55,509
过去三年沃尔玛股票上涨了153%

251
00:07:55,790 --> 00:07:59,230
所以你可以投资于最安全的

252
00:07:59,230 --> 00:08:00,850
如果不是最安全的市场股票

253
00:08:00,850 --> 00:08:03,069
至少大多数人会认为沃尔玛

254
00:08:03,069 --> 00:08:05,309
就像沃尔玛会交出亮眼财报

255
00:08:06,329 --> 00:08:07,329
如果出现经济大萧条

256
00:08:07,329 --> 00:08:08,120
如果出现

257
00:08:08,120 --> 00:08:08,680
你知道的

258
00:08:08,680 --> 00:08:09,720
经济好时光

259
00:08:09,720 --> 00:08:11,439
坏时期通胀或通缩

260
00:08:11,439 --> 00:08:13,379
沃尔玛总能找到办法交出好成绩

261
00:08:13,379 --> 00:08:14,420
就是沃尔玛

262
00:08:14,420 --> 00:08:15,970
大家不是都去沃尔玛购物吗

263
00:08:15,970 --> 00:08:18,889
并非所有人都去沃尔玛

264
00:08:18,889 --> 00:08:20,970
但足够多的人会去沃尔玛没错

265
00:08:20,970 --> 00:08:23,620
想想被沃尔玛股票套牢会怎样

266
00:08:23,620 --> 00:08:24,579
沃尔玛

267
00:08:24,579 --> 00:08:26,300
过去三年你完全可以买入沃尔玛

268
00:08:26,300 --> 00:08:29,449
就能赚取153%的涨幅

269
00:08:29,449 --> 00:08:30,750
现金国债

270
00:08:30,750 --> 00:08:32,409
天啊

271
00:08:32,409 --> 00:08:33,889
现在

272
00:08:33,889 --> 00:08:36,429
接下来你需要理解这个层次的关键

273
00:08:36,429 --> 00:08:39,429
我要带你回到金融危机前

274
00:08:39,429 --> 00:08:41,750
以及金融危机后的情况

275
00:08:41,750 --> 00:08:42,419
好的

276
00:08:42,419 --> 00:08:49,219
注意目前货币市场基金中的资金量

277
00:08:49,219 --> 00:08:51,899
我们说已经超过八万亿美元

278
00:08:51,899 --> 00:08:52,678
我们正在走向

279
00:08:52,678 --> 00:08:53,099
你知道的

280
00:08:53,099 --> 00:08:54,139
如果市场持续上涨

281
00:08:54,139 --> 00:08:58,379
别惊讶货币市场基金或达万亿美元

282
00:08:58,379 --> 00:09:01,519
最终可能突破十万亿

283
00:09:01,519 --> 00:09:02,568
注意

284
00:09:02,568 --> 00:09:04,109
这些资金将持续积累

285
00:09:04,109 --> 00:09:06,349
这就是金融危机前的景象

286
00:09:06,349 --> 00:09:09,000
年复一年持续增长

287
00:09:09,000 --> 00:09:12,740
直到市场真正出现大幅下跌

288
00:09:12,740 --> 00:09:15,299
之前资金并未显著减少

289
00:09:15,299 --> 00:09:15,919
没错

290
00:09:15,919 --> 00:09:18,359
这疯狂的

291
00:09:18,359 --> 00:09:21,769
巨额资金将持续累积

292
00:09:21,769 --> 00:09:24,309
直到发生史诗级崩盘

293
00:09:24,309 --> 00:09:30,159
或美联储大幅降息

294
00:09:30,159 --> 00:09:31,679
然后如果你想知道

295
00:09:31,679 --> 00:09:36,240
为什么在金融危机期间及之后

296
00:09:36,240 --> 00:09:39,110
货币市场基金大幅缩水的原因

297
00:09:39,110 --> 00:09:41,429
美联储将利率降至极低水平

298
00:09:41,429 --> 00:09:42,769
甚至降至零利率

299
00:09:42,769 --> 00:09:43,750
基本上正确

300
00:09:43,750 --> 00:09:47,100
因此人们不再被国债吸引

301
00:09:47,100 --> 00:09:49,299
然后市场经历了崩盘

302
00:09:49,299 --> 00:09:50,240
所以人们开始说

303
00:09:50,240 --> 00:09:52,490
或许我现在应该把钱投入市场

304
00:09:52,490 --> 00:09:54,250
至少聪明的人这么做了

305
00:09:54,250 --> 00:09:54,830
不幸的是

306
00:09:54,830 --> 00:09:56,250
这只是少数人

307
00:09:56,250 --> 00:09:56,990
没错

308
00:09:56,990 --> 00:09:58,830
因此这个月我们将

309
00:09:58,830 --> 00:10:00,190
这个数字将持续增长

310
00:10:00,190 --> 00:10:04,330
直到市场出现一到两年的下跌

311
00:10:04,330 --> 00:10:07,490
或者直到美联储降息

312
00:10:07,490 --> 00:10:08,809
让我们模拟一个场景

313
00:10:08,809 --> 00:10:13,399
假设一到两年内不会出现下跌

314
00:10:13,399 --> 00:10:15,659
但假设在未来一两年内

315
00:10:15,659 --> 00:10:19,470
美联储确实降息了

316
00:10:19,470 --> 00:10:24,580
你认为这笔现金会怎样变化

317
00:10:24,580 --> 00:10:29,500
它将逐渐流入市场并增加买盘压力

318
00:10:29,500 --> 00:10:31,779
将持续增加买盘压力

319
00:10:31,779 --> 00:10:33,379
这对股价意味着什么

320
00:10:33,379 --> 00:10:36,409
意味着股价上涨

321
00:10:39,490 --> 00:10:40,690
就像2008年金融危机那样

322
00:10:40,690 --> 00:10:42,568
那时的情况确实合理

323
00:10:42,568 --> 00:10:45,109
但如果假设我们玩个游戏

324
00:10:45,109 --> 00:10:46,990
假设没有经济衰退

325
00:10:46,990 --> 00:10:51,590
但美联储因通胀受控而降息

326
00:10:51,590 --> 00:10:54,759
那么资金将开始流入

327
00:10:54,759 --> 00:10:56,980
最终股价会大幅上涨

328
00:10:56,980 --> 00:10:58,220
股价将大幅上涨

329
00:10:58,220 --> 00:11:00,929
即使随后出现衰退或下跌

330
00:11:00,929 --> 00:11:01,610
关键点在于

331
00:11:01,610 --> 00:11:05,339
那里积聚了巨额资金

332
00:11:05,339 --> 00:11:07,278
即使市场出现抛售

333
00:11:07,278 --> 00:11:08,798
也会快速反弹

334
00:11:08,798 --> 00:11:10,499
人们观察市场时

335
00:11:10,499 --> 00:11:13,549
为何V型复苏如此迅速

336
00:11:13,549 --> 00:11:15,350
这显然与新闻周期有关

337
00:11:15,350 --> 00:11:17,509
但当市场资金如此充裕

338
00:11:17,509 --> 00:11:21,429
迫切渴望最终入场

339
00:11:21,429 --> 00:11:21,950
你知道的

340
00:11:21,950 --> 00:11:22,909
你知道有多少富人

341
00:11:22,909 --> 00:11:27,590
现实中持有大量国债

342
00:11:27,590 --> 00:11:29,590
并等待市场崩盘

343
00:11:29,590 --> 00:11:31,879
这种情况已持续多年

344
00:11:31,879 --> 00:11:33,059
他们只是在等待

345
00:11:33,059 --> 00:11:33,639
他们只是在等待

346
00:11:33,639 --> 00:11:34,039
他们就像

347
00:11:34,039 --> 00:11:35,000
天啊

348
00:11:35,000 --> 00:11:36,120
它会崩溃吗

349
00:11:36,120 --> 00:11:36,519
你知道的

350
00:11:36,519 --> 00:11:38,370
问题在于你

351
00:11:38,370 --> 00:11:41,049
你知道市场可能出现10%的下跌

352
00:11:41,049 --> 00:11:43,450
然后这些人就会注意到

353
00:11:43,450 --> 00:11:44,169
他们就像在说兄弟

354
00:11:44,169 --> 00:11:44,909
我得赶紧入场

355
00:11:44,909 --> 00:11:45,649
于是他们开始买入

356
00:11:45,649 --> 00:11:46,289
转眼间

357
00:11:46,289 --> 00:11:48,169
市场迎来强劲反弹

358
00:11:48,169 --> 00:11:51,250
因为有人可能需要市场跌20%

359
00:11:51,250 --> 00:11:54,850
才能抛售国债转投市场对吧

360
00:11:54,850 --> 00:11:55,870
另一人说道

361
00:11:55,870 --> 00:11:57,230
我接受10%的下跌

362
00:11:57,230 --> 00:11:58,549
我接受15%的下跌

363
00:11:58,549 --> 00:12:00,369
我接受5%的下跌

364
00:12:00,369 --> 00:12:03,688
这就是为什么打压市场越来越难

365
00:12:03,688 --> 00:12:04,808
以实质性方式

366
00:12:04,808 --> 00:12:07,470
每一次市场下跌

367
00:12:07,470 --> 00:12:08,730
都不够

368
00:12:08,730 --> 00:12:09,929
对墙来说都不够

369
00:12:09,929 --> 00:12:10,429
华尔街人士

370
00:12:10,429 --> 00:12:11,669
他们总想要更多

371
00:12:11,669 --> 00:12:13,269
或许应该跌得更厉害

372
00:12:13,269 --> 00:12:14,509
即使是最近的回调

373
00:12:14,509 --> 00:12:15,450
我们刚经历的市场波动

374
00:12:15,450 --> 00:12:17,200
那轮温和修正

375
00:12:17,200 --> 00:12:18,600
跌幅约13%

376
00:12:18,600 --> 00:12:19,720
略超13%

377
00:12:19,720 --> 00:12:21,740
纳斯达克从高点到低点下跌

378
00:12:21,740 --> 00:12:23,000
仍不够

379
00:12:23,000 --> 00:12:24,340
他们想要跌20%

380
00:12:24,340 --> 00:12:25,340
如果跌20%

381
00:12:25,340 --> 00:12:26,980
他们又要30%

382
00:12:26,980 --> 00:12:29,080
但无法触及某些数值

383
00:12:29,080 --> 00:12:31,220
因为资金量巨大

384
00:12:31,220 --> 00:12:32,980
随时准备入场抢筹

385
00:12:32,980 --> 00:12:36,820
告诉我历史上

386
00:12:37,700 --> 00:12:38,620
历史上

387
00:12:39,620 --> 00:12:42,220
何时买股不理智

388
00:12:42,220 --> 00:12:45,970
回调或崩盘期间不存在这种情况

389
00:12:45,970 --> 00:12:47,649
投资者们

390
00:12:47,649 --> 00:12:52,269
有些投资者足够明智

391
00:12:52,269 --> 00:12:54,210
当市场出现回调或崩盘时

392
00:12:54,210 --> 00:12:56,159
你应该买入

393
00:12:56,159 --> 00:12:56,519
如果你

394
00:12:56,519 --> 00:12:57,240
如果你不是这样

395
00:12:57,240 --> 00:12:59,059
最终在玩傻瓜游戏

396
00:12:59,059 --> 00:13:02,259
你现在在玩傻瓜游戏

397
00:13:02,259 --> 00:13:05,279
这个现金队伍就像

398
00:13:05,279 --> 00:13:05,840
你知道吗

399
00:13:05,840 --> 00:13:06,840
我们即将迎来崩盘

400
00:13:06,840 --> 00:13:07,059
嗯

401
00:13:07,059 --> 00:13:08,179
对吧 blah blah

402
00:13:08,179 --> 00:13:12,480
他们完全忘记了自2020年以来发生的所有事

403
00:13:12,480 --> 00:13:14,419
他们只是方便地选择性遗忘

404
00:13:14,419 --> 00:13:15,039
哦等等

405
00:13:15,039 --> 00:13:15,720
那件事确实发生了

406
00:13:15,720 --> 00:13:16,940
听着

407
00:13:16,940 --> 00:13:18,419
我们现在是2026年

408
00:13:18,419 --> 00:13:20,899
我正在2026年4月录制这段内容

409
00:13:21,980 --> 00:13:24,580
让我们回顾一下2020年代至今的情况

410
00:13:24,580 --> 00:13:26,769
而2020年代我们还有很长的路要走

411
00:13:26,769 --> 00:13:29,529
纳斯达克已经经历了两次崩盘

412
00:13:29,529 --> 00:13:32,049
现在纳斯达克是最相关的指数

413
00:13:32,049 --> 00:13:32,629
在我看来

414
00:13:32,629 --> 00:13:34,370
你应该关注当下

415
00:13:34,370 --> 00:13:37,129
因为纳斯达克掌控着世界

416
00:13:37,129 --> 00:13:40,159
纳斯达克聚集了所有大科技公司

417
00:13:40,159 --> 00:13:43,240
因此纳斯达克是最重要股票指数

418
00:13:43,240 --> 00:13:44,078
道琼斯指数

419
00:13:44,078 --> 00:13:46,239
我想你知道它的重要性在于

420
00:13:46,239 --> 00:13:49,379
对于普通不炒股的民众来说

421
00:13:49,379 --> 00:13:50,078
他们关注道琼斯指数

422
00:13:50,078 --> 00:13:52,110
哦标普500指数规模巨大

423
00:13:52,110 --> 00:13:53,970
因为标普500指数基金

424
00:13:53,970 --> 00:13:54,500
没错

425
00:13:54,500 --> 00:13:57,379
但如今更应关注纳斯达克

426
00:13:57,379 --> 00:14:00,200
它是领头羊且将持续保持领先地位

427
00:14:00,200 --> 00:14:01,360
至少未来十年

428
00:14:01,360 --> 00:14:02,740
或许更久

429
00:14:02,740 --> 00:14:03,539
对吧

430
00:14:03,539 --> 00:14:06,159
我们已经历两次纳斯达克崩盘

431
00:14:06,159 --> 00:14:07,320
仅在2020年后

432
00:14:07,320 --> 00:14:08,679
我们经历了2020年崩盘

433
00:14:08,679 --> 00:14:10,320
还有2022年崩盘

434
00:14:10,320 --> 00:14:13,339
两次跌幅均超30%

435
00:14:13,339 --> 00:14:14,759
相当严重

436
00:14:14,759 --> 00:14:18,099
这是否像2008年金融危机那样暴跌50%

437
00:14:18,099 --> 00:14:18,479
不

438
00:14:18,479 --> 00:14:21,710
但2020年代已发生两次此类崩盘

439
00:14:21,710 --> 00:14:23,470
而我们才到2026年

440
00:14:23,470 --> 00:14:25,029
兄弟

441
00:14:25,029 --> 00:14:26,409
这种情况前所未有

442
00:14:26,409 --> 00:14:27,970
极为罕见

443
00:14:27,970 --> 00:14:30,289
我们还经历了一次重大回调

444
00:14:30,289 --> 00:14:32,480
发生在去年2025年

445
00:14:32,480 --> 00:14:34,179
解放日事件

446
00:14:34,179 --> 00:14:38,039
纳斯达克下跌20%-25%

447
00:14:38,039 --> 00:14:42,059
这是纳斯达克经历的重大回调

448
00:14:42,059 --> 00:14:44,460
今年我们刚刚经历了一次中期回调

449
00:14:44,460 --> 00:14:45,840
就在几周前

450
00:14:45,840 --> 00:14:46,059
没错

451
00:14:46,059 --> 00:14:50,578
纳斯达克从峰值到谷底下跌了超过13%

452
00:14:50,578 --> 00:14:54,529
这一切都发生在2020年代

453
00:14:54,529 --> 00:14:55,830
所以并不是

454
00:14:55,830 --> 00:14:57,570
我们现在处于某个时期

455
00:14:57,570 --> 00:14:58,330
就像老天爷啊

456
00:14:58,330 --> 00:15:02,289
市场经历重大回调或崩盘已经很久了

457
00:15:02,289 --> 00:15:03,269
我说哥们

458
00:15:03,269 --> 00:15:04,980
2020年代简直疯狂

459
00:15:04,980 --> 00:15:06,519
这可能还会持续疯狂

460
00:15:06,519 --> 00:15:09,340
我们可能会有另一次崩盘或重大回调

461
00:15:09,340 --> 00:15:10,820
或者在2020年代出现两次

462
00:15:10,820 --> 00:15:12,820
这就是那种

463
00:15:12,820 --> 00:15:13,259
你知道的

464
00:15:13,259 --> 00:15:15,740
2010年代非常平静

465
00:15:15,740 --> 00:15:16,759
相对平静

466
00:15:16,759 --> 00:15:18,419
那是个非常平静的十年

467
00:15:18,419 --> 00:15:20,019
2020年代绝非平静十年

468
00:15:20,019 --> 00:15:21,240
这就是疯狂

469
00:15:21,240 --> 00:15:23,889
好的,所以你知道的

470
00:15:23,889 --> 00:15:24,789
那些指望崩盘的人

471
00:15:24,789 --> 00:15:25,328
你知道的

472
00:15:25,328 --> 00:15:26,528
押注市场崩盘

473
00:15:26,528 --> 00:15:27,269
我说兄弟

474
00:15:27,269 --> 00:15:28,609
你没在场啊

475
00:15:28,609 --> 00:15:29,708
我们经历过崩盘

476
00:15:29,708 --> 00:15:31,849
2020年代已经发生了几次

477
00:15:31,849 --> 00:15:32,969
我们经历了重大回调

478
00:15:32,969 --> 00:15:34,250
你应该趁低捡股票了

479
00:15:34,250 --> 00:15:34,809
顺便说一句

480
00:15:34,809 --> 00:15:35,570
这些卡片在这里

481
00:15:35,570 --> 00:15:37,769
这是我的私人股票会员卡

482
00:15:37,769 --> 00:15:38,649
如果你想申请

483
00:15:38,649 --> 00:15:40,649
今天下方会有置顶评论

484
00:15:40,649 --> 00:15:41,629
加入后我们会寄到你家

485
00:15:41,629 --> 00:15:42,470
当你加入我们时

486
00:15:42,470 --> 00:15:43,149
千倍卡

487
00:15:43,149 --> 00:15:44,029
私人会员卡

488
00:15:44,029 --> 00:15:45,809
终身加入我们

489
00:15:45,809 --> 00:15:47,110
我们会送你黑卡

490
00:15:47,110 --> 00:15:49,090
你的终身会员卡

491
00:15:49,090 --> 00:15:49,610
好的

492
00:15:49,610 --> 00:15:52,039
现在人们开始恐慌

493
00:15:52,039 --> 00:15:53,980
他们说股市高点

494
00:15:53,980 --> 00:15:55,059
我应该卖了对吧

495
00:15:55,059 --> 00:15:55,960
看看股市

496
00:15:55,960 --> 00:15:56,539
现在很高

497
00:15:56,539 --> 00:15:57,000
哦

498
00:15:57,000 --> 00:15:58,759
股市刚刚创下了历史新高

499
00:15:58,759 --> 00:16:01,639
当股市触及历史新高时通常会发生什么

500
00:16:01,639 --> 00:16:03,600
我来告诉你会发生什么

501
00:16:03,720 --> 00:16:05,870
通常会再创另一个历史新高

502
00:16:05,870 --> 00:16:07,269
就是这样发生的

503
00:16:07,269 --> 00:16:07,389
哦

504
00:16:07,389 --> 00:16:08,250
股市创下了历史新高

505
00:16:08,250 --> 00:16:09,049
又一个历史新高

506
00:16:09,049 --> 00:16:09,909
又一个历史新高

507
00:16:09,909 --> 00:16:11,549
但最终趋势终将打破

508
00:16:11,549 --> 00:16:14,909
但这就是现在触及历史新高的结果

509
00:16:14,909 --> 00:16:16,309
我对这件事的回应是

510
00:16:16,309 --> 00:16:16,470
哦

511
00:16:16,470 --> 00:16:17,309
股市的高位

512
00:16:17,309 --> 00:16:18,090
我应该卖出

513
00:16:18,090 --> 00:16:19,470
这前所未有的高点

514
00:16:19,470 --> 00:16:20,750
我现在应该卖出

515
00:16:20,750 --> 00:16:22,850
股市一直都很高

516
00:16:22,850 --> 00:16:24,309
它一直都很高

517
00:16:24,309 --> 00:16:27,869
就像在金融危机期间

518
00:16:27,869 --> 00:16:31,548
看看金融危机期间股市暴跌时的情况

519
00:16:31,548 --> 00:16:34,000
猜猜它依然很高

520
00:16:34,000 --> 00:16:36,580
与二十年前三十年前相比

521
00:16:36,580 --> 00:16:39,700
你还是会感叹这太高了

522
00:16:39,700 --> 00:16:41,820
我们经历了疯狂的崩盘却依然如此之高

523
00:16:41,820 --> 00:16:43,139
所以你可以一直玩这个游戏

524
00:16:43,139 --> 00:16:44,039
永远不够

525
00:16:44,039 --> 00:16:45,870
仍然太高了

526
00:16:45,870 --> 00:16:47,509
但我的观点是

527
00:16:47,509 --> 00:16:49,769
如果你认为今天股市过高

528
00:16:49,769 --> 00:16:51,669
如果你认为纳斯达克现在过高

529
00:16:51,669 --> 00:16:53,860
标普500指数现在过高

530
00:16:54,259 --> 00:16:54,899
等等瞧好吧

531
00:16:56,259 --> 00:16:57,080
等等瞧好吧

532
00:16:57,080 --> 00:17:00,419
看看十年后的纳斯达克和标普500会怎样

533
00:17:00,419 --> 00:17:01,850
二十年后

534
00:17:01,850 --> 00:17:03,190
三十年后

535
00:17:03,190 --> 00:17:04,470
四十年后

536
00:17:04,470 --> 00:17:08,259
你今天看到的数字会显得很小

537
00:17:08,259 --> 00:17:09,259
非常小

538
00:17:09,259 --> 00:17:12,039
就像我们今天所处的数字

539
00:17:12,039 --> 00:17:12,859
我的意思是

540
00:17:12,859 --> 00:17:14,818
你知道这些数字看起来疯狂

541
00:17:14,818 --> 00:17:16,818
如果和十年前比较的话

542
00:17:16,818 --> 00:17:17,719
先和二十年前对比

543
00:17:17,719 --> 00:17:18,058
我的意思是

544
00:17:18,058 --> 00:17:20,159
如果告诉人们纳斯达克会达到

545
00:17:20,159 --> 00:17:20,979
现在的水平

546
00:17:20,979 --> 00:17:22,098
四十年前

547
00:17:22,098 --> 00:17:23,778
如果你和别人谈论

548
00:17:23,778 --> 00:17:24,719
四十年前

549
00:17:24,719 --> 00:17:26,419
正是在二十世纪八十年代

550
00:17:26,419 --> 00:17:31,170
你告诉他们标普500会突破七千点以上

551
00:17:31,170 --> 00:17:32,230
大多数人会说

552
00:17:32,230 --> 00:17:33,130
这太疯狂了

553
00:17:33,130 --> 00:17:35,210
你在说什么呢

554
00:17:35,210 --> 00:17:38,509
当时纳斯达克可能只有几百点

555
00:17:38,509 --> 00:17:39,309
或者几百点左右

556
00:17:39,309 --> 00:17:40,619
对吧嗯

557
00:17:40,619 --> 00:17:42,779
如果回到四十年前

558
00:17:42,779 --> 00:17:45,119
如果你告诉某人纳斯达克

559
00:17:45,119 --> 00:17:45,779
它将会是

560
00:17:45,779 --> 00:17:48,099
你知道的今天二万四千点左右

561
00:17:48,099 --> 00:17:50,059
但你会被说疯了

562
00:17:50,059 --> 00:17:51,480
你在说什么

563
00:17:51,480 --> 00:17:52,160
这太离谱了

564
00:17:52,160 --> 00:17:52,500
对啊

565
00:17:52,500 --> 00:17:56,450
所以要理解今天看到的标普指数

566
00:17:56,450 --> 00:17:57,650
纳斯达克五千点

567
00:17:57,650 --> 00:17:59,150
三十年四十年后

568
00:17:59,150 --> 00:18:01,710
现在看起来简直微不足道

569
00:18:01,710 --> 00:18:02,630
就像个笑话

570
00:18:02,630 --> 00:18:03,130
比如

571
00:18:03,130 --> 00:18:03,589
记住

572
00:18:03,589 --> 00:18:05,309
当时只有那个数字对吧

573
00:18:05,309 --> 00:18:07,470
这就是时间带来的变化

574
00:18:07,470 --> 00:18:09,009
历史上一再证明

575
00:18:09,009 --> 00:18:10,170
这就是会发生的事

576
00:18:10,170 --> 00:18:10,890
这就是会发生的事

577
00:18:10,890 --> 00:18:12,099
这就是会发生的事对吧

578
00:18:12,099 --> 00:18:14,440
所以你知道这很重要

579
00:18:14,440 --> 00:18:15,160
这很重要

580
00:18:15,160 --> 00:18:17,069
好的接下来

581
00:18:17,069 --> 00:18:19,130
我们得谈谈右侧

582
00:18:19,130 --> 00:18:19,890
哦天啊

583
00:18:19,890 --> 00:18:22,289
那边也有大问题

584
00:18:22,289 --> 00:18:26,630
哦我看到很多人在平仓

585
00:18:26,630 --> 00:18:28,289
使用保证金

586
00:18:28,289 --> 00:18:30,099
期权杠杆

587
00:18:30,099 --> 00:18:31,660
这类东西对吧

588
00:18:31,660 --> 00:18:33,740
我看到大量资金涌入这些杠杆产品

589
00:18:33,740 --> 00:18:34,180
gtfs

590
00:18:34,180 --> 00:18:35,519
以及所有这类东西

591
00:18:35,519 --> 00:18:36,910
追逐炒作

592
00:18:36,910 --> 00:18:38,029
追逐兴奋

593
00:18:38,029 --> 00:18:39,869
这类事对吧

594
00:18:39,869 --> 00:18:41,769
并且过于关注短期

595
00:18:41,769 --> 00:18:43,789
这同样会以惨败告终

596
00:18:43,789 --> 00:18:44,789
兄弟别闹

597
00:18:44,789 --> 00:18:45,329
不不不

598
00:18:45,329 --> 00:18:46,369
我们不能这样做了

599
00:18:46,369 --> 00:18:47,730
所以保证金

600
00:18:47,730 --> 00:18:49,190
其实就是说

601
00:18:49,190 --> 00:18:49,569
你知道的

602
00:18:49,569 --> 00:18:50,210
取出资金

603
00:18:50,210 --> 00:18:52,220
这不是你能投资的钱对吧

604
00:18:52,220 --> 00:18:56,160
未偿保证金利率略有下降

605
00:18:56,160 --> 00:18:57,819
人们通过保证金借入的金额

606
00:18:57,819 --> 00:18:59,638
过去几个月有所下降

607
00:18:59,638 --> 00:19:02,138
但依然非常高

608
00:19:02,138 --> 00:19:03,338
这不太好

609
00:19:03,338 --> 00:19:04,539
这不太好

610
00:19:04,539 --> 00:19:05,019
你知道的

611
00:19:05,019 --> 00:19:07,240
人们会在这件事上吸取深刻教训

612
00:19:07,240 --> 00:19:08,929
嗯

613
00:19:09,449 --> 00:19:10,689
这不会是好事

614
00:19:10,689 --> 00:19:11,909
这从来都不是好事

615
00:19:11,909 --> 00:19:13,989
我可以给大家讲个快速故事

616
00:19:13,989 --> 00:19:15,368
我陷入了保证金交易

617
00:19:15,368 --> 00:19:16,740
回溯到二零一五年

618
00:19:16,740 --> 00:19:17,839
回溯到二零一五年

619
00:19:17,839 --> 00:19:18,859
我卷入了其中

620
00:19:18,859 --> 00:19:19,839
我迅速离开

621
00:19:19,839 --> 00:19:22,410
当时我并没有在做其他事情

622
00:19:22,410 --> 00:19:23,730
你知道我在思考

623
00:19:23,730 --> 00:19:24,890
最终我想创业

624
00:19:24,890 --> 00:19:27,900
这在我创立房地产营销公司之前

625
00:19:27,900 --> 00:19:30,670
你知道我在市场中多年取得了巨大成功

626
00:19:30,670 --> 00:19:32,150
因此赚了很多钱

627
00:19:32,150 --> 00:19:33,269
于是我开始想

628
00:19:33,269 --> 00:19:35,029
如果我能有更多资金投资

629
00:19:35,029 --> 00:19:36,569
就能赚更多钱

630
00:19:36,569 --> 00:19:38,659
这就是我接触到保证金的时候

631
00:19:38,659 --> 00:19:41,700
然后你开始少量尝试

632
00:19:41,700 --> 00:19:43,740
然后越来越多,越来越多

633
00:19:43,740 --> 00:19:46,019
结果突然收到保证金追缴通知

634
00:19:46,019 --> 00:19:48,779
因为某只股票下跌了5%,我糟了

635
00:19:48,779 --> 00:19:49,859
我刚意识到

636
00:19:49,859 --> 00:19:51,490
现在局面一团糟

637
00:19:51,490 --> 00:19:55,429
或许有些人能控制好保证金

638
00:19:55,429 --> 00:19:56,868
我反复看到这种情况

639
00:19:56,868 --> 00:19:58,009
我自己也经历过

640
00:19:58,009 --> 00:20:00,209
结果往往不妙

641
00:20:00,209 --> 00:20:01,328
结果往往不妙

642
00:20:01,328 --> 00:20:02,289
你想想

643
00:20:02,289 --> 00:20:02,990
哦

644
00:20:02,990 --> 00:20:03,990
这不算大事

645
00:20:03,990 --> 00:20:05,089
我掌控得很好

646
00:20:05,089 --> 00:20:08,210
结果还是不妙

647
00:20:08,210 --> 00:20:12,750
兄弟,杠杆交易或期权问题确实存在

648
00:20:12,750 --> 00:20:13,849
有一些期权策略

649
00:20:13,849 --> 00:20:18,109
我教授一些能够降低股市风险的期权策略

650
00:20:18,109 --> 00:20:20,519
但我不在谈论那些期权策略

651
00:20:20,519 --> 00:20:22,359
大多数人正在使用的期权策略

652
00:20:22,359 --> 00:20:23,480
他们买入像

653
00:20:23,480 --> 00:20:26,200
你知道的,一天期酒精期权

654
00:20:26,200 --> 00:20:27,720
一周期酒精期权

655
00:20:27,720 --> 00:20:29,279
你知道的短期交易

656
00:20:29,279 --> 00:20:33,278
只是试图押注股价会暴跌

657
00:20:33,278 --> 00:20:34,239
或者这只股票会崩盘

658
00:20:34,239 --> 00:20:36,558
或者他们做空股票因为现在行情火爆

659
00:20:36,558 --> 00:20:39,298
或者买入看涨期权因为股票在上涨

660
00:20:39,298 --> 00:20:40,638
我的意思是这完全疯狂

661
00:20:40,638 --> 00:20:44,450
这就是当前盛行的纯粹投机和赌博行为

662
00:20:44,450 --> 00:20:45,289
回到保证金交易

663
00:20:45,289 --> 00:20:46,710
这是当前的重大问题

664
00:20:46,710 --> 00:20:48,440
不仅数量高

665
00:20:48,440 --> 00:20:50,740
但所需支付的比率令人发指

666
00:20:50,740 --> 00:20:51,880
我查看了富达

667
00:20:51,880 --> 00:20:53,160
富达是主要券商

668
00:20:53,160 --> 00:20:55,700
我已经使用了十七八年

669
00:20:55,700 --> 00:20:57,579
没错,他们

670
00:20:57,579 --> 00:21:01,200
我通过公开持仓让私密群组成员看到所有操作

671
00:21:01,200 --> 00:21:03,220
我现在公布公开持仓数据

672
00:21:03,220 --> 00:21:06,490
听我说,保证金利率令人作呕

673
00:21:06,490 --> 00:21:09,599
如果你的组合市值低于2.5万美元

674
00:21:09,599 --> 00:21:11,319
并通过富达使用保证金

675
00:21:11,319 --> 00:21:14,380
他们收取接近12%的费用

676
00:21:14,819 --> 00:21:17,019
这数字太离谱了

677
00:21:17,019 --> 00:21:19,000
如果你有5万美元

678
00:21:19,000 --> 00:21:20,539
10万美元的组合

679
00:21:20,539 --> 00:21:23,189
大约在10%以上,简直荒谬

680
00:21:23,189 --> 00:21:24,749
这些数字简直

681
00:21:24,749 --> 00:21:27,108
即使拥有百万以上组合

682
00:21:27,108 --> 00:21:29,660
仍需支付7.5%的保证金利率

683
00:21:29,660 --> 00:21:30,059
是的

684
00:21:30,059 --> 00:21:34,099
这残酷至极

685
00:21:34,099 --> 00:21:36,480
即使4%或5%仍然过高

686
00:21:36,480 --> 00:21:38,339
这些数字都不合理

687
00:21:38,339 --> 00:21:40,049
这些数字都不合理

688
00:21:40,049 --> 00:21:41,750
这些设置注定失败

689
00:21:41,750 --> 00:21:45,049
所以那些承担这种风险的人

690
00:21:45,049 --> 00:21:46,079
不不不

691
00:21:46,079 --> 00:21:47,680
我今天会在我的外接页面发布

692
00:21:47,680 --> 00:21:48,680
如果你想关注我的下一条内容

693
00:21:48,680 --> 00:21:48,920
顺便说一句

694
00:21:48,920 --> 00:21:50,940
我每天发布很多内容

695
00:21:50,940 --> 00:21:52,289
尤其是周一到周五

696
00:21:52,289 --> 00:21:53,509
关于我观察到的市场动态

697
00:21:53,509 --> 00:21:53,849
股票

698
00:21:53,849 --> 00:21:55,890
我在研究各种相关课题

699
00:21:55,890 --> 00:21:56,349
没错

700
00:21:56,349 --> 00:21:58,029
但相关内容始终链接在下方描述区域

701
00:21:58,029 --> 00:21:59,390
我说市场存在一个巨大问题

702
00:21:59,390 --> 00:22:00,470
让我解释当前情况

703
00:22:00,470 --> 00:22:01,880
为什么影响所有投资者

704
00:22:01,880 --> 00:22:03,640
目前市场出现了一种现象

705
00:22:03,640 --> 00:22:05,400
每位投资者都属于两个群体之一

706
00:22:05,400 --> 00:22:08,339
我发现他们投资力度远远不足

707
00:22:08,339 --> 00:22:09,319
仓位过重

708
00:22:09,319 --> 00:22:10,789
现金仓位过重

709
00:22:10,789 --> 00:22:12,210
乏味的滞涨股票

710
00:22:12,210 --> 00:22:14,569
或过度激进投资

711
00:22:14,569 --> 00:22:15,789
使用保证金期权

712
00:22:15,789 --> 00:22:16,888
杠杆工具

713
00:22:16,888 --> 00:22:19,308
需要在两者间找到平衡

714
00:22:19,308 --> 00:22:22,128
既不胆小如鼠也不盲目冲动

715
00:22:22,128 --> 00:22:24,989
专注于构建优质股票组合

716
00:22:24,989 --> 00:22:28,288
高增长价值分红股

717
00:22:28,288 --> 00:22:30,190
不要玩杠杆

718
00:22:30,190 --> 00:22:31,269
保持简单

719
00:22:31,269 --> 00:22:35,638
牛市获利熊市不崩盘

720
00:22:35,638 --> 00:22:37,159
着眼长期

721
00:22:37,159 --> 00:22:37,999
你会震惊

722
00:22:37,999 --> 00:22:40,388
未来十年二十年能实现什么

723
00:22:40,388 --> 00:22:41,429
十七年前

724
00:22:41,429 --> 00:22:42,608
我是个时薪八美元二十美分的员工

725
00:22:42,608 --> 00:22:47,220
现在首次投资了两百五十美元

726
00:22:47,220 --> 00:22:48,059
我很幸运能处于这里

727
00:22:48,059 --> 00:22:48,819
我现在的位置

728
00:22:48,819 --> 00:22:50,740
我说要信任造物主

729
00:22:50,740 --> 00:22:52,019
努力工作

730
00:22:52,019 --> 00:22:54,369
聪明生活倾听

731
00:22:54,369 --> 00:22:56,390
我们可以简化这个游戏

732
00:22:56,390 --> 00:22:58,470
如果你懂行的话

733
00:22:58,470 --> 00:22:59,650
你了解损益表

734
00:22:59,650 --> 00:23:00,390
资产负债表

735
00:23:00,390 --> 00:23:01,549
懂得公司估值

736
00:23:01,549 --> 00:23:03,289
会做财务预测

737
00:23:03,289 --> 00:23:04,799
这些方面没错

738
00:23:04,799 --> 00:23:06,079
保持游戏简单

739
00:23:06,079 --> 00:23:08,430
别碰杠杆

740
00:23:08,430 --> 00:23:10,210
不做短期投机

741
00:23:10,210 --> 00:23:12,109
预测某股票在某日涨到某价

742
00:23:12,109 --> 00:23:13,009
因为胡说八道

743
00:23:13,009 --> 00:23:15,769
我们不必搞这些复杂操作

744
00:23:15,769 --> 00:23:19,529
优质公司仍有大量可赚

745
00:23:19,529 --> 00:23:21,529
长期持有数年

746
00:23:21,529 --> 00:23:24,230
我展示过那么多例子

747
00:23:24,230 --> 00:23:25,650
想想那些个股

748
00:23:25,650 --> 00:23:27,219
我之前已经向你展示过

749
00:23:27,219 --> 00:23:29,618
几乎每一家公司都是家喻户晓的品牌

750
00:23:29,618 --> 00:23:30,499
甚至不像

751
00:23:30,499 --> 00:23:33,670
这些都是从未被听说过的新股

752
00:23:33,670 --> 00:23:36,089
市场中蕴藏的巨大财富

753
00:23:36,089 --> 00:23:37,490
但保持简单

754
00:23:37,490 --> 00:23:38,710
听着你

755
00:23:38,710 --> 00:23:41,849
你构建优质稳健的股票组合

756
00:23:41,849 --> 00:23:44,410
在牛市中将赚取巨额财富

757
00:23:44,410 --> 00:23:49,740
没错,只要你不过度杠杆化投资组合并承担风险

758
00:23:49,740 --> 00:23:52,309
因为你使用短期期权等工具

759
00:23:52,309 --> 00:23:54,390
当熊市来袭时

760
00:23:54,390 --> 00:23:55,630
当它们真的来临时

761
00:23:55,630 --> 00:23:57,150
正如在2020年所发生的情况

762
00:23:57,150 --> 00:23:57,890
当然没错

763
00:23:57,890 --> 00:24:00,140
几次熊市来袭时

764
00:24:00,140 --> 00:24:00,880
你将安然无恙

765
00:24:00,880 --> 00:24:01,559
你一定能挺过去

766
00:24:01,559 --> 00:24:02,579
不会破产倒闭

767
00:24:02,579 --> 00:24:04,710
那些过度依赖期权的人

768
00:24:04,710 --> 00:24:05,829
一年期期权

769
00:24:05,829 --> 00:24:06,869
六个月期期权

770
00:24:06,869 --> 00:24:08,089
一个月期期权

771
00:24:08,089 --> 00:24:09,349
他们将会破产

772
00:24:09,349 --> 00:24:11,470
那些高杠杆保证金交易者

773
00:24:11,470 --> 00:24:12,410
他们将会破产

774
00:24:12,410 --> 00:24:14,529
他们会全部或部分亏损

775
00:24:14,529 --> 00:24:16,470
可能损失70%到80%的组合

776
00:24:16,470 --> 00:24:18,190
然后需要五到十年时间

777
00:24:18,190 --> 00:24:20,099
才能恢复到原有水平

778
00:24:20,099 --> 00:24:22,180
如果你构建优质股票组合

779
00:24:22,180 --> 00:24:23,240
你无需担忧

780
00:24:23,240 --> 00:24:26,119
我不担心倒退十年

781
00:24:26,119 --> 00:24:27,599
我不担心像

782
00:24:27,599 --> 00:24:28,259
你知道的

783
00:24:28,259 --> 00:24:28,960
呃

784
00:24:28,960 --> 00:24:31,119
我一个月内就能让组合增值十倍

785
00:24:31,119 --> 00:24:32,900
这不让我担忧

786
00:24:32,900 --> 00:24:34,880
我关注长期发展

787
00:24:34,880 --> 00:24:36,420
我考虑公众账户

788
00:24:36,420 --> 00:24:38,500
不是下个月两百万的收益

789
00:24:38,500 --> 00:24:40,380
而是下个月二十万的收益

790
00:24:40,380 --> 00:24:42,750
这才是长期收益

791
00:24:43,549 --> 00:24:45,589
这才是你应该专注的重点

792
00:24:45,589 --> 00:24:46,269
女士们先生们

793
00:24:46,269 --> 00:24:47,190
再次强调

794
00:24:47,190 --> 00:24:48,710
如果你想参与鼓动

795
00:24:48,710 --> 00:24:49,150
私密群组

796
00:24:49,150 --> 00:24:50,630
你需要接触所有课程创作者

797
00:24:50,630 --> 00:24:52,119
让我教你所有这些知识

798
00:24:52,119 --> 00:24:54,099
如果你不了解如何正确评估公司价值

799
00:24:54,099 --> 00:24:56,039
你就不会正确管理投资组合

800
00:24:56,039 --> 00:24:57,839
你无法获得专业软件工具

801
00:24:57,839 --> 00:25:00,160
就像我们拥有千倍x的Discord频道

802
00:25:00,160 --> 00:25:00,839
与所有成员实时交流

803
00:25:00,839 --> 00:25:01,759
所有优质资源

804
00:25:01,759 --> 00:25:02,759
查看置顶评论

805
00:25:02,759 --> 00:25:05,990
这能将你提升到远超当前水平

806
00:25:05,990 --> 00:25:08,500
已有无数人通过私密群组学习

807
00:25:08,500 --> 00:25:09,220
哦

808
00:25:09,220 --> 00:25:10,039
你知道的

809
00:25:10,039 --> 00:25:12,779
自2018年启动以来已有数年时间

810
00:25:12,779 --> 00:25:14,599
许多人已实现七位数收益

811
00:25:14,599 --> 00:25:15,799
多位数七位数收益

812
00:25:15,799 --> 00:25:17,579
有人已达到八位数规模

813
00:25:17,579 --> 00:25:18,720
并持续扩展投资组合

814
00:25:18,720 --> 00:25:22,319
更有大量人实现六位数或多位数六位数收益

815
00:25:22,319 --> 00:25:24,579
完成课程体系学习

816
00:25:24,579 --> 00:25:26,608
欢迎加入Discord聊天室

817
00:25:26,608 --> 00:25:27,489
获取千倍x权限

818
00:25:27,489 --> 00:25:28,308
观察我的操作

819
00:25:28,308 --> 00:25:29,229
我正在创造这些优质内容

820
00:25:29,229 --> 00:25:30,469
这就是下方置顶评论

821
00:25:30,469 --> 00:25:32,989
加入后我们将发送专属会员卡

822
00:25:32,989 --> 00:25:33,490
好的

823
00:25:33,490 --> 00:25:34,329
现在

824
00:25:34,329 --> 00:25:35,930
让我们深入探讨企业运作

825
00:25:35,930 --> 00:25:36,849
你一定会成功

826
00:25:36,849 --> 00:25:40,910
对比那些我本季度财报季担忧的公司

827
00:25:40,910 --> 00:25:41,390
好的

828
00:25:41,390 --> 00:25:42,799
你知道的

829
00:25:42,799 --> 00:25:43,599
具体来说

830
00:25:43,599 --> 00:25:45,279
这将是疯狂的一周

831
00:25:45,279 --> 00:25:45,660
我说

832
00:25:45,660 --> 00:25:51,210
看看这家联合包裹(UPS)与可口可乐的合作

833
00:25:51,210 --> 00:25:54,089
这主要涉及

834
00:25:55,250 --> 00:25:59,369
能源价格问题,我对这两家公司指引感到担忧

835
00:25:59,369 --> 00:26:04,420
特别是毛利率和每股收益

836
00:26:04,420 --> 00:26:10,279
我不太担心UPS或可口可乐的营收

837
00:26:10,279 --> 00:26:14,329
更关注毛利率和每股收益

838
00:26:14,329 --> 00:26:15,609
从指引角度

839
00:26:15,609 --> 00:26:17,390
对上季度影响不大

840
00:26:17,390 --> 00:26:20,089
更关注当前指引

841
00:26:20,089 --> 00:26:22,150
UPS的估值并不昂贵

842
00:26:22,150 --> 00:26:23,430
前向市盈率15倍

843
00:26:23,430 --> 00:26:26,630
但新经济公司通常估值较低

844
00:26:26,630 --> 00:26:28,950
不要对15倍过于兴奋

845
00:26:28,950 --> 00:26:32,210
这对UPS这样的公司是合理水平

846
00:26:32,210 --> 00:26:34,089
可口可乐交易在22倍

847
00:26:34,089 --> 00:26:34,930
一个美味的蛋糕

848
00:26:34,930 --> 00:26:36,250
这在某种程度上是公平的

849
00:26:36,250 --> 00:26:38,269
可口可乐的交易可能更具争议性

850
00:26:38,269 --> 00:26:41,069
这是整个股市中最安全的商业模式之一

851
00:26:41,069 --> 00:26:43,890
但我在两者指导预期方面有些担忧

852
00:26:43,890 --> 00:26:48,058
围绕毛利率和每股收益的这两个具体股票

853
00:26:48,058 --> 00:26:48,739
Spotify

854
00:26:48,739 --> 00:26:50,138
我对这方面没有明确观点

855
00:26:50,138 --> 00:26:53,970
罗宾汉既有优势也有劣势

856
00:26:53,970 --> 00:26:57,269
罗宾汉上季度可能遭受重大损失

857
00:26:57,269 --> 00:26:58,829
因为加密货币处境艰难

858
00:26:58,829 --> 00:27:01,630
尤其是比特币和以太坊

859
00:27:01,630 --> 00:27:05,750
此外股市也在下跌

860
00:27:05,750 --> 00:27:09,410
罗宾汉上季度财报

861
00:27:09,410 --> 00:27:12,269
谨慎的指引未必是坏事

862
00:27:12,269 --> 00:27:16,069
如果他们给出指引可能对罗宾汉有利

863
00:27:16,069 --> 00:27:17,599
所以啊

864
00:27:17,599 --> 00:27:20,299
Visa几乎每个季度都超预期

865
00:27:20,299 --> 00:27:21,599
但Visa这类股票

866
00:27:21,599 --> 00:27:22,759
波动不大

867
00:27:22,759 --> 00:27:24,099
波动不大

868
00:27:24,099 --> 00:27:25,210
嗯

869
00:27:25,210 --> 00:27:25,990
你知道的

870
00:27:25,990 --> 00:27:27,890
财报季哪些股票值得关注

871
00:27:27,890 --> 00:27:28,609
是吗

872
00:27:28,609 --> 00:27:29,369
V对

873
00:27:29,369 --> 00:27:30,670
只是这个

874
00:27:30,670 --> 00:27:32,630
这些财报季的股票

875
00:27:32,630 --> 00:27:35,519
其实波动3-6%左右

876
00:27:35,519 --> 00:27:36,740
不是大波动股

877
00:27:36,740 --> 00:27:38,740
Visa是否也有类似情况

878
00:27:38,740 --> 00:27:40,380
24倍市盈率

879
00:27:40,380 --> 00:27:41,159
是的

880
00:27:41,159 --> 00:27:41,939
优秀公司

881
00:27:41,939 --> 00:27:43,199
显然是一对一关系

882
00:27:43,199 --> 00:27:44,179
非常特别

883
00:27:44,179 --> 00:27:44,479
现在

884
00:27:44,479 --> 00:27:45,118
有一只股票

885
00:27:45,118 --> 00:27:46,318
我更看好的是

886
00:27:46,318 --> 00:27:47,219
顺便说一下Visa

887
00:27:47,219 --> 00:27:51,490
这家公司叫美国运通

888
00:27:51,490 --> 00:27:52,089
是的

889
00:27:52,089 --> 00:27:54,170
我更看好美国运通

890
00:27:54,170 --> 00:27:54,710
嗯

891
00:27:54,710 --> 00:27:55,549
存在折价

892
00:27:55,549 --> 00:28:00,490
实际上认为美国运通商业模式更优质

893
00:28:00,490 --> 00:28:02,910
Okay公司多年表现糟糕

894
00:28:02,910 --> 00:28:04,509
仍然混乱

895
00:28:04,509 --> 00:28:07,650
应该会有亮眼数据

896
00:28:08,690 --> 00:28:10,759
所以我喜欢

897
00:28:10,759 --> 00:28:12,039
Sofi股票的定位

898
00:28:12,039 --> 00:28:13,420
这些收益数据也很重要

899
00:28:13,420 --> 00:28:15,759
如果他们公布出非常亮眼的数据

900
00:28:15,759 --> 00:28:16,909
出色的业绩指引

901
00:28:16,909 --> 00:28:17,388
你知道的

902
00:28:17,388 --> 00:28:20,169
关于与安东尼·诺托的电话会议评论非常精彩

903
00:28:20,169 --> 00:28:24,368
所以如果我能在财报后回到22到25美元区间

904
00:28:24,368 --> 00:28:24,940
没错

905
00:28:24,940 --> 00:28:26,859
最终我们终将回到30美元区间

906
00:28:26,859 --> 00:28:28,160
但这可能需要一些时间

907
00:28:28,160 --> 00:28:28,980
不过确实

908
00:28:28,980 --> 00:28:29,539
出色的数据表现

909
00:28:29,539 --> 00:28:31,039
精彩的电话会议

910
00:28:31,039 --> 00:28:32,079
安东尼·诺托

911
00:28:32,079 --> 00:28:32,880
你知道的

912
00:28:32,880 --> 00:28:34,200
听起来很有信心

913
00:28:34,200 --> 00:28:37,089
我们将在财报后调整至22到25美元

914
00:28:37,089 --> 00:28:39,289
如果这只股票大幅下跌

915
00:28:39,289 --> 00:28:43,769
长期投资者可回到15到16美元区间布局SOI

916
00:28:43,769 --> 00:28:45,029
这是绝佳的买入机会

917
00:28:45,029 --> 00:28:47,880
没错软先生微软

918
00:28:47,880 --> 00:28:49,339
他们通常能超出预期

919
00:28:49,339 --> 00:28:49,740
不要

920
00:28:49,740 --> 00:28:49,920
你知道的

921
00:28:49,920 --> 00:28:50,960
完全不必惊讶

922
00:28:50,960 --> 00:28:52,579
如果微软公布不及预期

923
00:28:52,579 --> 00:28:54,598
现在会有点令人担忧

924
00:28:54,598 --> 00:28:56,999
微软的估值近期非常吸引人

925
00:28:56,999 --> 00:29:00,058
我上个月或前两个月在频道里就提到过

926
00:29:00,058 --> 00:29:02,380
我甚至愿意买入微软

927
00:29:02,380 --> 00:29:03,720
我不会买入微软

928
00:29:03,720 --> 00:29:05,400
因为我有太多其他市场机会

929
00:29:05,400 --> 00:29:08,220
我已经重仓了许多科技巨头

930
00:29:08,220 --> 00:29:09,000
比如Meta

931
00:29:09,000 --> 00:29:10,799
比如AMD嗯

932
00:29:10,799 --> 00:29:11,759
比如亚马逊

933
00:29:11,759 --> 00:29:12,259
没错

934
00:29:12,259 --> 00:29:13,980
但微软

935
00:29:13,980 --> 00:29:15,339
我上个月或前两个月就提到过

936
00:29:15,339 --> 00:29:16,039
值得买入

937
00:29:16,039 --> 00:29:17,460
直接说就是

938
00:29:17,460 --> 00:29:17,980
就是值得买入

939
00:29:17,980 --> 00:29:19,929
不知道该怎么再说了

940
00:29:19,929 --> 00:29:22,548
微软应该会交出良好数据

941
00:29:22,548 --> 00:29:23,969
如果你是长期投资者

942
00:29:23,969 --> 00:29:26,440
我甚至希望财报后股价下跌

943
00:29:26,440 --> 00:29:29,619
对于亚马逊、Meta和谷歌麦当劳

944
00:29:29,619 --> 00:29:30,119
你知道的

945
00:29:30,119 --> 00:29:31,049
如果我是

946
00:29:31,049 --> 00:29:31,970
你知道实际上

947
00:29:31,970 --> 00:29:34,630
我是这三家公司的投资者正在考虑

948
00:29:34,630 --> 00:29:37,400
亚马逊和Meta是我持仓的大头

949
00:29:37,400 --> 00:29:39,160
对我来说都是大仓位

950
00:29:39,160 --> 00:29:39,740
谷歌

951
00:29:39,740 --> 00:29:41,539
较小的仓位

952
00:29:41,539 --> 00:29:45,589
我也已卖出不少谷歌麦道加尔的持仓

953
00:29:46,700 --> 00:29:47,700
对于这些股票

954
00:29:47,700 --> 00:29:49,640
Meta的优势在于估值布局合理

955
00:29:49,640 --> 00:29:51,059
从估值角度来看

956
00:29:51,059 --> 00:29:53,220
市销率高达两倍四倍

957
00:29:53,220 --> 00:29:54,430
这是一家你了解的公司

958
00:29:54,430 --> 00:29:58,170
未来多年营收和每股收益都将保持两位数增长

959
00:29:58,170 --> 00:30:00,309
我认为这非常有吸引力

960
00:30:00,309 --> 00:30:01,190
谷歌

961
00:30:01,190 --> 00:30:02,910
谷歌运营压力较大

962
00:30:02,910 --> 00:30:05,750
因此谷歌更需关注

963
00:30:05,750 --> 00:30:07,950
亚马逊同样表现强劲

964
00:30:07,950 --> 00:30:12,589
这些公司在此面临更大挑战

965
00:30:12,589 --> 00:30:14,369
Meta相对更容易些

966
00:30:14,369 --> 00:30:16,509
Meta的问题在于

967
00:30:16,509 --> 00:30:16,670
嗯

968
00:30:16,670 --> 00:30:18,190
Meta存在两个问题

969
00:30:18,190 --> 00:30:23,869
Meta的主要问题是本季度预计营收增长30%以上

970
00:30:23,869 --> 00:30:26,430
他们即将公布财报

971
00:30:26,430 --> 00:30:27,890
但这个数字很艰难

972
00:30:27,890 --> 00:30:32,429
如今Meta要实现30%以上的营收增长

973
00:30:32,429 --> 00:30:33,628
我认为他们能做到

974
00:30:33,628 --> 00:30:36,709
但这也令人印象深刻且难度极高

975
00:30:36,709 --> 00:30:38,750
但他们应该能完成

976
00:30:39,549 --> 00:30:41,789
亚马逊和谷歌没有这样的预期

977
00:30:41,789 --> 00:30:44,509
人们不指望亚马逊营收增长

978
00:30:44,509 --> 00:30:45,710
本季度30%以上的增长

979
00:30:45,710 --> 00:30:47,230
他们即将公布财报或谷歌

980
00:30:47,230 --> 00:30:49,289
因此预期更为保守

981
00:30:49,289 --> 00:30:52,809
但Meta面临的另一问题

982
00:30:52,809 --> 00:30:55,138
进入财报季时

983
00:30:55,499 --> 00:30:58,259
我们不了解投资者基础

984
00:30:58,259 --> 00:30:59,318
难以判断

985
00:30:59,318 --> 00:31:01,778
扎克伯格未来几年的支出计划

986
00:31:01,778 --> 00:31:04,909
我们需要更多指引

987
00:31:04,909 --> 00:31:08,839
扎克伯格27-28财年的支出规划是什么

988
00:31:08,839 --> 00:31:10,319
给我们些线索吧

989
00:31:10,319 --> 00:31:12,750
请扎克伯格透露些信息

990
00:31:12,750 --> 00:31:15,930
如果他能提供更多评论

991
00:31:15,930 --> 00:31:19,940
27财年资本支出将温和增长

992
00:31:19,940 --> 00:31:22,089
28财年过去这一年

993
00:31:22,529 --> 00:31:24,890
股价将重回75-80区间

994
00:31:24,890 --> 00:31:26,259
这会很快发生

995
00:31:26,259 --> 00:31:27,859
但市场人心惶惶

996
00:31:27,859 --> 00:31:28,480
我也感到害怕

997
00:31:28,480 --> 00:31:29,380
即使作为投资者

998
00:31:29,380 --> 00:31:30,599
我不知道他会带什么进来

999
00:31:30,599 --> 00:31:30,920
比如

1000
00:31:30,920 --> 00:31:31,339
谁知道呢

1001
00:31:31,339 --> 00:31:32,380
可能是明年资本支出

1002
00:31:32,380 --> 00:31:33,799
他们打算花费一百五十亿

1003
00:31:33,799 --> 00:31:37,950
我只是不明白他这几年把事情做得这么极端

1004
00:31:37,950 --> 00:31:40,190
我们就这样站着不动

1005
00:31:40,190 --> 00:31:41,069
呃

1006
00:31:41,069 --> 00:31:42,009
我们要涨到多高

1007
00:31:42,009 --> 00:31:42,710
扎克

1008
00:31:42,710 --> 00:31:46,329
所以我觉得数据没问题

1009
00:31:46,329 --> 00:31:49,170
我主要担心的是资本支出

1010
00:31:49,170 --> 00:31:51,430
最终这些芯片会逐年折旧

1011
00:31:51,430 --> 00:31:53,769
这可能拖累未来每股收益增长

1012
00:31:53,769 --> 00:31:56,220
这些都是需要考虑的因素

1013
00:31:56,220 --> 00:31:57,940
所以谷歌麦当劳

1014
00:31:57,940 --> 00:32:00,339
他们通常也会超出预期财报

1015
00:32:00,339 --> 00:32:02,319
所以Chipotle

1016
00:32:02,319 --> 00:32:04,460
Chipotle变得更吸引人了

1017
00:32:04,460 --> 00:32:05,700
Chiboi是一家股票

1018
00:32:05,700 --> 00:32:07,240
几年前我曾做空过

1019
00:32:07,240 --> 00:32:09,859
当时做空是个好时机

1020
00:32:09,859 --> 00:32:11,859
估值一度过高

1021
00:32:11,859 --> 00:32:13,420
但现在已大幅回调

1022
00:32:13,420 --> 00:32:15,730
你知道市盈率29倍

1023
00:32:16,130 --> 00:32:18,529
所以Chipotle现在更值得关注

1024
00:32:18,529 --> 00:32:19,630
但它已经失去光环

1025
00:32:19,630 --> 00:32:21,659
Chipotle的问题在于

1026
00:32:21,659 --> 00:32:24,419
它失去了所有市场热度

1027
00:32:24,419 --> 00:32:26,858
以前它可是备受追捧

1028
00:32:26,858 --> 00:32:27,598
令人兴奋的股票

1029
00:32:27,598 --> 00:32:30,009
曾是华尔街宠儿

1030
00:32:30,009 --> 00:32:31,890
在餐饮领域

1031
00:32:31,890 --> 00:32:33,970
它已失去所有光环

1032
00:32:33,970 --> 00:32:36,750
现在毫无热度可言

1033
00:32:36,750 --> 00:32:38,789
但从估值角度看

1034
00:32:38,789 --> 00:32:40,329
现在更具吸引力

1035
00:32:40,329 --> 00:32:43,068
接下来是芝士蛋糕工厂

1036
00:32:43,068 --> 00:32:43,769
芝士蛋糕工厂

1037
00:32:43,769 --> 00:32:48,710
我预计芝士蛋糕工厂业绩全面向好

1038
00:32:48,990 --> 00:32:50,950
说到蛋糕业务

1039
00:32:50,950 --> 00:32:53,210
市盈率15倍极具吸引力

1040
00:32:53,210 --> 00:32:56,480
未来十年有大量增长概念

1041
00:32:56,480 --> 00:32:57,200
这家公司

1042
00:32:57,200 --> 00:32:59,279
这就是它的优势所在

1043
00:32:59,279 --> 00:33:03,190
Chipotle现在已很成熟

1044
00:33:03,190 --> 00:33:08,009
但缺乏新的增长点

1045
00:33:08,009 --> 00:33:10,229
芝士蛋糕工厂有增长概念

1046
00:33:10,229 --> 00:33:11,189
我们说北意大利风

1047
00:33:11,189 --> 00:33:12,410
我们说花童主题

1048
00:33:12,410 --> 00:33:14,690
他们有机会在餐饮领域大展拳脚

1049
00:33:14,690 --> 00:33:16,210
如果他们想扩展并打造blanco

1050
00:33:16,210 --> 00:33:20,990
我们可以梳理他们所有潜在的餐厅项目

1051
00:33:20,990 --> 00:33:23,490
再加上他们想创立的新品牌

1052
00:33:23,490 --> 00:33:24,710
我真的很喜欢芝士蛋糕

1053
00:33:24,710 --> 00:33:29,819
我也期待强劲的财报和良好的会议效果

1054
00:33:29,819 --> 00:33:32,759
万事达卡就像维萨卡的情况

1055
00:33:32,759 --> 00:33:34,519
苹果公司布局巧妙

1056
00:33:34,519 --> 00:33:35,500
这些财报数据

1057
00:33:35,500 --> 00:33:38,250
这确实值得期待

1058
00:33:38,369 --> 00:33:41,769
原因在于这是蒂姆·库克的最后一季度

1059
00:33:41,769 --> 00:33:44,089
蒂姆·库克的最后一季度

1060
00:33:45,289 --> 00:33:47,130
然后是四季度高位

1061
00:33:47,130 --> 00:33:49,099
大约三十一点

1062
00:33:49,460 --> 00:33:50,839
我认为市场可能提前反应

1063
00:33:50,839 --> 00:33:52,059
可能会小幅拉升苹果股价

1064
00:33:52,059 --> 00:33:52,980
这里有个交易机会

1065
00:33:52,980 --> 00:33:53,559
听着

1066
00:33:53,559 --> 00:33:55,039
蒂姆·库克即将离开公司

1067
00:33:55,039 --> 00:33:56,388
对吧

1068
00:33:56,388 --> 00:33:57,409
不是现在

1069
00:33:57,409 --> 00:33:59,068
但他将卸任CEO职位

1070
00:33:59,068 --> 00:34:00,489
新任领导将接任

1071
00:34:00,489 --> 00:34:01,349
对吧

1072
00:34:01,349 --> 00:34:02,089
他的名字是

1073
00:34:02,089 --> 00:34:02,450
约翰

1074
00:34:02,450 --> 00:34:03,910
我记不清这位先生的名字

1075
00:34:03,910 --> 00:34:05,490
他在苹果工作多年

1076
00:34:05,490 --> 00:34:05,970
不过

1077
00:34:05,970 --> 00:34:10,619
但考虑到这是蒂姆·库克的最后一季度

1078
00:34:11,880 --> 00:34:15,119
作为公司核心人物

1079
00:34:17,719 --> 00:34:21,099
我猜蒂姆·库克想交出亮眼成绩

1080
00:34:21,099 --> 00:34:21,980
巨大业绩表现

1081
00:34:21,980 --> 00:34:23,380
拭目以待,我看好

1082
00:34:23,380 --> 00:34:24,380
你知道的

1083
00:34:24,380 --> 00:34:28,748
考虑到公告和整体情况

1084
00:34:28,748 --> 00:34:30,489
我猜这将是强劲财报

1085
00:34:30,489 --> 00:34:33,230
他们不希望报出差季度

1086
00:34:33,230 --> 00:34:35,750
在蒂姆·库克宣布离职后

1087
00:34:35,750 --> 00:34:37,750
这会显得很糟糕

1088
00:34:37,750 --> 00:34:41,090
这就是我对Rivian的看法

1089
00:34:41,090 --> 00:34:41,730
我说

1090
00:34:41,730 --> 00:34:43,510
他们的车辆确实不错

1091
00:34:43,510 --> 00:34:43,909
但天啊

1092
00:34:43,909 --> 00:34:44,530
他们只是

1093
00:34:44,530 --> 00:34:45,539
你知道的

1094
00:34:45,539 --> 00:34:46,599
不太好

1095
00:34:46,599 --> 00:34:50,219
苹果股价不会大涨

1096
00:34:50,219 --> 00:34:50,980
所以啊

1097
00:34:50,980 --> 00:34:53,929
我预期全面强劲财报

1098
00:34:53,929 --> 00:34:54,550
我是

1099
00:34:54,550 --> 00:34:57,530
我不觉得应该让我一直反复敲打这么久

1100
00:34:57,530 --> 00:34:58,949
关于这只股票

1101
00:34:58,949 --> 00:35:00,070
你知道的

1102
00:35:00,070 --> 00:35:00,590
四点零

1103
00:35:00,590 --> 00:35:02,190
这个看起来在28点有点偏高

1104
00:35:02,190 --> 00:35:03,050
但请记住

1105
00:35:03,050 --> 00:35:06,079
我认为这家公司能持续很长时间超越业绩

1106
00:35:06,079 --> 00:35:10,420
所以无论你认为他们每股收益会是多少

1107
00:35:10,420 --> 00:35:11,199
我的猜测是

1108
00:35:11,199 --> 00:35:13,579
会比大家预期的更好

1109
00:35:13,579 --> 00:35:14,900
关于这一点

1110
00:35:14,900 --> 00:35:15,420
雪佛龙

1111
00:35:15,420 --> 00:35:16,300
埃克森美孚

1112
00:35:16,300 --> 00:35:16,960
我说

1113
00:35:16,960 --> 00:35:18,460
这些公司前景不错

1114
00:35:18,460 --> 00:35:23,039
由于当前油价和其他因素,我们正处于

1115
00:35:23,039 --> 00:35:26,300
我们即将迎来疯狂的财报季

1116
00:35:26,300 --> 00:35:28,528
所有公司的表现都很重要

1117
00:35:28,528 --> 00:35:31,028
不要过于关注短期和短期波动

1118
00:35:31,028 --> 00:35:32,088
所有这些事情

1119
00:35:32,088 --> 00:35:33,528
专注于长期

1120
00:35:33,528 --> 00:35:37,389
关注这些公司长期增长潜力

1121
00:35:37,389 --> 00:35:39,688
比如亚马逊如果错过

1122
00:35:39,688 --> 00:35:43,190
他们的营收和每股收益稍有增长

1123
00:35:43,190 --> 00:35:46,369
在亚马逊的发展大局中意义不大

1124
00:35:46,369 --> 00:35:47,710
在未来二十年

1125
00:35:47,710 --> 00:35:48,769
请记住这一点

1126
00:35:48,769 --> 00:35:52,070
如果亚马逊要成为十万亿公司

1127
00:35:52,070 --> 00:35:56,070
市值增长百亿无关紧要

1128
00:35:56,070 --> 00:35:56,960
没错

1129
00:35:56,960 --> 00:35:58,719
所以专注长期

1130
00:35:58,719 --> 00:36:00,840
这样才能获得长期优异回报

1131
00:36:00,840 --> 00:36:03,639
让自己在未来五到十到十五二十年

1132
00:36:03,639 --> 00:36:05,349
成为非常满意的投资者

1133
00:36:05,349 --> 00:36:05,708
没错

1134
00:36:05,708 --> 00:36:07,248
感谢大家一如既往的参与

1135
00:36:07,248 --> 00:36:08,750
非常感谢你们的到来

1136
00:36:08,750 --> 00:36:11,130
明天可能在反应频道再见

1137
00:36:11,130 --> 00:36:13,510
所有想申请私密群组的

1138
00:36:13,510 --> 00:36:14,710
私有股票群

1139
00:36:14,710 --> 00:36:15,269
私有财富群

1140
00:36:15,269 --> 00:36:16,369
千倍股票.com

1141
00:36:16,369 --> 00:36:17,469
私有Discord聊天室

1142
00:36:17,469 --> 00:36:18,630
千倍股票.com

1143
00:36:18,630 --> 00:36:20,510
我之前提到过这些优质资源吗

1144
00:36:20,510 --> 00:36:22,170
那将是下方置顶评论

1145
00:36:22,170 --> 00:36:23,349
带你们加入

1146
00:36:23,349 --> 00:36:24,409
我们可能可以带你们加入

1147
00:36:24,409 --> 00:36:25,809
或许本周结束前

1148
00:36:25,809 --> 00:36:26,730
也许下周吧

1149
00:36:26,730 --> 00:36:28,119
衷心祝福,祝你度过美好一天
评论

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用户 内容 点赞 回复 时间
Zooma998 下跌阻力太大了! 0 1 2026-05-07 18:50
WYho0 @AI全文总结 @有趣的程序员 总结一下 0 1 2026-04-28 22:56
小小洲员 内容做的好好!一定能火的[打call]大大可以互关吗 0 0 2026-04-28 21:37
Kendrick_ye @总结猫 总结投资建议,特定看好的股票代码和详细理由,私发我 0 0 2026-04-28 19:20
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