【NaNa说美股】20260528两条大腿都拍肿了！

1
00:00:13,240 --> 00:00:13,759
大家好

2
00:00:13,759 --> 00:00:14,839
欢迎回到娜娜说美股

3
00:00:14,839 --> 00:00:16,920
今天是5月28号周四

4
00:00:16,920 --> 00:00:19,890
美股股指期货在开市前偏软

5
00:00:19,890 --> 00:00:22,329
美国4月核心PC物价指数

6
00:00:22,329 --> 00:00:24,839
同比升到3.3%

7
00:00:24,839 --> 00:00:26,359
为近3年来新高

8
00:00:26,359 --> 00:00:28,039
但是呢符合市场的预期

9
00:00:28,039 --> 00:00:29,780
并没有出现失控

10
00:00:29,780 --> 00:00:33,409
4月整体PC环比上升0.4%

11
00:00:33,409 --> 00:00:36,850
低于预期的0.5%和前值0.7%

12
00:00:36,850 --> 00:00:40,750
这些数据呢显示整体通胀压力具有粘性

13
00:00:40,750 --> 00:00:43,810
能源和服务价格压力尚未消退

14
00:00:43,810 --> 00:00:46,049
尽管核心PC1放缓

15
00:00:46,049 --> 00:00:50,409
但是呢仍不足以支持美联储快速转向宽松

16
00:00:50,409 --> 00:00:52,170
所以PC1数据出炉之后

17
00:00:52,170 --> 00:00:55,250
多位美联储官员就发表了鹰派言论

18
00:00:55,250 --> 00:00:57,848
美联储理事丽莎库克表示

19
00:00:57,848 --> 00:01:00,289
通胀正朝着错误的方向发展

20
00:01:00,289 --> 00:01:02,408
如果这种情况持续下去

21
00:01:02,408 --> 00:01:03,679
他准备加息

22
00:01:06,079 --> 00:01:08,420
美国消费者价格仍然过高

23
00:01:08,420 --> 00:01:11,480
降低通胀是他的首要任务

24
00:01:14,459 --> 00:01:17,340
通胀率已经显著高于目标水平

25
00:01:17,340 --> 00:01:18,079
是残余期

26
00:01:18,079 --> 00:01:18,799
正在30L

27
00:01:18,799 --> 00:01:22,599
美联储应该通过加息来应对实际利率的上升

28
00:01:22,599 --> 00:01:24,260
美联储三把手

29
00:01:26,728 --> 00:01:27,688
未来几个月

30
00:01:27,688 --> 00:01:29,769
美国通胀将会继续高企

31
00:01:29,769 --> 00:01:32,670
但是长期预期啊仍然稳定

32
00:01:32,670 --> 00:01:35,109
美联储下一步行动可能是加息

33
00:01:35,109 --> 00:01:36,640
也可能是降息

34
00:01:36,640 --> 00:01:39,420
当前的利率政策处于有利位置

35
00:01:39,420 --> 00:01:42,159
可以继续观察通胀进展

36
00:01:42,159 --> 00:01:46,000
这些鹰派言论对股市和债市构成了压力

37
00:01:46,000 --> 00:01:47,379
而且媒体还报道说

38
00:01:47,379 --> 00:01:50,659
美军对伊朗境内一处军事据点

39
00:01:50,659 --> 00:01:52,239
发动了新一轮打击

40
00:01:52,239 --> 00:01:56,420
该据点呢被认为对美军部队以及霍尔木兹海峡

41
00:01:56,420 --> 00:01:58,680
的商业航运构成了威胁

42
00:01:58,680 --> 00:02:00,340
反正就是小摩擦不断

43
00:02:00,340 --> 00:02:02,239
油价与美债收益率回升

44
00:02:02,239 --> 00:02:03,840
但是到了盘中哈

45
00:02:03,840 --> 00:02:07,799
那个有名的ax秀斯网站又跳出来放风了

46
00:02:07,799 --> 00:02:11,300
称美姨已经就谅解备忘录达成了一致

47
00:02:11,300 --> 00:02:13,500
就等川普签字了

48
00:02:13,500 --> 00:02:16,180
油价与美债收益率又应声跳水哈

49
00:02:16,180 --> 00:02:17,759
股指直线拉升

50
00:02:17,759 --> 00:02:20,490
这些消息反正每天都要来一遍

51
00:02:20,490 --> 00:02:22,050
在量化主导之下呢

52
00:02:22,050 --> 00:02:24,289
市场特别容易受消息的干预

53
00:02:24,289 --> 00:02:27,719
其实就是美国政府配合川普来压油价

54
00:02:27,719 --> 00:02:29,699
最后三大股指集体收涨

55
00:02:29,699 --> 00:02:32,650
标普于纳指再度刷出历史新高

56
00:02:32,650 --> 00:02:35,930
这一周几个明星科技股的财报还挺多哈

57
00:02:35,930 --> 00:02:38,620
snowflake今天涨得实在太夸张了

58
00:02:38,620 --> 00:02:41,120
单日报拉了36.5%

59
00:02:41,120 --> 00:02:44,419
日内的时候最高一度拉了40%

60
00:02:44,419 --> 00:02:47,539
股价抹去了过去半年的跌幅

61
00:02:47,539 --> 00:02:50,560
回到了2025年12月初的水平

62
00:02:50,560 --> 00:02:53,699
带动AI应用板块集体回血

63
00:02:53,699 --> 00:02:56,740
现在盘后AI热门股戴尔科技

64
00:02:56,740 --> 00:02:58,020
消费巨头COSTCO

65
00:02:58,020 --> 00:03:01,300
还有呃ESTCOCD梦GODB等等

66
00:03:01,300 --> 00:03:03,439
都陆续公布了最新季度财报

67
00:03:03,439 --> 00:03:05,080
股价反应都很剧烈

68
00:03:05,080 --> 00:03:07,519
我最近一直在用某某看财报

69
00:03:07,519 --> 00:03:10,019
他这个AI earning heart真的很方便

70
00:03:10,019 --> 00:03:12,878
可以一键预约财报发布时间和业绩

71
00:03:12,878 --> 00:03:14,919
会不会错过重点公司

72
00:03:14,919 --> 00:03:16,840
以前看财报呢特别累

73
00:03:16,840 --> 00:03:19,580
要自己翻分析师预期机构观点

74
00:03:19,580 --> 00:03:20,840
财报电话会议

75
00:03:20,840 --> 00:03:22,550
还有历史财报表现

76
00:03:22,550 --> 00:03:24,349
研究一两个小时很正常

77
00:03:24,349 --> 00:03:27,189
现在默默会直接帮你把重点整理好

78
00:03:27,189 --> 00:03:30,310
比如市场最关注什么营收预期多少

79
00:03:30,310 --> 00:03:33,460
分析师怎么看历史财报后通常怎么走

80
00:03:33,460 --> 00:03:35,180
研究效率高很多

81
00:03:35,180 --> 00:03:38,060
尤其最近行情信息量太大了

82
00:03:38,060 --> 00:03:39,590
一天几十条消息

83
00:03:39,590 --> 00:03:41,069
普通人真的看不过来

84
00:03:41,069 --> 00:03:43,069
而且他还有期权向导

85
00:03:43,069 --> 00:03:46,550
可以直接交易财报前做期权一个很大的优势

86
00:03:46,550 --> 00:03:49,560
就是用更小资金去压住短线行情

87
00:03:49,560 --> 00:03:51,659
风险收益呢也相对更清晰

88
00:03:51,659 --> 00:03:53,979
比重仓股票要灵活很多

89
00:03:53,979 --> 00:03:55,699
还有我比较喜欢的一点是

90
00:03:55,699 --> 00:03:59,949
它会直接把不同期权策略的潜在盈亏可视化

91
00:03:59,949 --> 00:04:01,330
比如最大盈利

92
00:04:01,330 --> 00:04:02,250
最大亏损

93
00:04:02,250 --> 00:04:04,569
还有股价到哪里开始赚钱

94
00:04:04,569 --> 00:04:06,449
都给你显示的很直观

95
00:04:06,449 --> 00:04:07,990
即使不太懂期权

96
00:04:07,990 --> 00:04:10,930
也能够快速看懂自己到底在压什么

97
00:04:10,930 --> 00:04:13,449
另外最近moo和纳斯达克还一起办了

98
00:04:13,449 --> 00:04:16,129
加拿大top three的实盘交易比赛

99
00:04:16,129 --> 00:04:18,689
奖金池超过100万加币

100
00:04:18,689 --> 00:04:21,529
个人最高奖励超过10万加币

101
00:04:21,529 --> 00:04:24,009
收益率前50%都有奖励哈

102
00:04:24,009 --> 00:04:26,420
参与呢还有抽奖和任务奖励

103
00:04:26,420 --> 00:04:30,139
如果你本来就在交易美股或者准备开始做美股

104
00:04:30,139 --> 00:04:32,339
都可以顺手参加一下比赛

105
00:04:32,339 --> 00:04:33,480
6月1号开始

106
00:04:33,480 --> 00:04:34,660
为期一个月

107
00:04:34,660 --> 00:04:37,149
具体活动信息我方视频下面

108
00:04:37,149 --> 00:04:39,149
现在某某还有限时福利哦

109
00:04:39,149 --> 00:04:42,430
加拿大用户用我的专属链接开户入金

110
00:04:42,430 --> 00:04:43,829
1000加币送60

111
00:04:43,829 --> 00:04:45,600
入金5000送300

112
00:04:45,600 --> 00:04:48,000
美国用户最高可以拿1000美元

113
00:04:48,000 --> 00:04:49,160
因为达股票奖励

114
00:04:49,160 --> 00:04:53,079
还有高达8.1%的闲置资金年化利息

115
00:04:53,079 --> 00:04:56,160
大家可以点击视频描述区和置顶评论里

116
00:04:56,160 --> 00:04:59,220
默默的链接就可以领取以上福利啦

117
00:04:59,220 --> 00:05:00,639
回到美股盘面

118
00:05:00,639 --> 00:05:02,699
今天除了PC数据之外呢

119
00:05:02,699 --> 00:05:06,350
早盘时间还有一大串的其他数据集中出炉

120
00:05:06,350 --> 00:05:10,550
美国4月耐用品订单大增7.9%

121
00:05:10,550 --> 00:05:12,339
远超预期啊

122
00:05:12,339 --> 00:05:15,579
主要受波音飞机新订单暴增驱动

123
00:05:15,579 --> 00:05:18,980
但是剔除掉飞机的核心资本品订单呢

124
00:05:18,980 --> 00:05:21,370
却意外环比下降了1.1%

125
00:05:21,370 --> 00:05:23,129
为一年来最大降幅

126
00:05:23,129 --> 00:05:26,060
这表明现在美国经济活动扩张

127
00:05:26,060 --> 00:05:29,079
主要是依靠这个AI投资热潮哈

128
00:05:29,079 --> 00:05:32,379
其他行业中企业资本支出呢趋于谨慎

129
00:05:32,379 --> 00:05:34,730
制造业呈现结构性分化

130
00:05:34,730 --> 00:05:37,410
第一季度GDP也被向下修正

131
00:05:37,410 --> 00:05:40,259
受某消费与投资双双走肉拖累

132
00:05:40,259 --> 00:05:43,060
美国2026年第一季度经济增速

133
00:05:43,060 --> 00:05:44,449
低于市场预期

134
00:05:44,449 --> 00:05:46,569
环比增长率为1.6%

135
00:05:46,569 --> 00:05:48,689
初值与预期呢为2%

136
00:05:48,689 --> 00:05:49,430
下修

137
00:05:49,430 --> 00:05:54,579
主要反映了企业库存增速呃慢于初步估算

138
00:05:54,579 --> 00:05:58,019
以及医疗保健等服务领域的消费者支出

139
00:05:58,019 --> 00:05:59,819
不如预期的强劲

140
00:05:59,819 --> 00:06:03,420
每周初请失业金人数为21.5万人

141
00:06:03,420 --> 00:06:04,779
增幅超出预期

142
00:06:04,779 --> 00:06:08,079
但是整体仍维持在历史低位水平附近

143
00:06:08,079 --> 00:06:10,100
这显示在AI带动企业

144
00:06:10,100 --> 00:06:12,600
裁员与通胀上市的背景之下的

145
00:06:12,600 --> 00:06:15,860
美国就业市场依旧嗯维持一定的韧性

146
00:06:15,860 --> 00:06:18,928
企业整体裁员规模依旧有限

147
00:06:18,928 --> 00:06:20,369
市场目前预估

148
00:06:20,369 --> 00:06:24,759
美国5月失业率将会维持在4.3%不变

149
00:06:24,759 --> 00:06:26,680
以上这些数据哈

150
00:06:26,680 --> 00:06:31,560
给大家描绘出一种轻微的自残这个图景嗯

151
00:06:31,560 --> 00:06:35,079
美经济增长呢低于其核心通胀

152
00:06:35,079 --> 00:06:36,959
达到了两年来的最高水平

153
00:06:36,959 --> 00:06:38,850
劳动力市场依然稳健

154
00:06:38,850 --> 00:06:43,470
这些数据让美联储难移在短期内调整利率

155
00:06:43,470 --> 00:06:45,569
加息当然是不可能加息的哈

156
00:06:45,569 --> 00:06:48,129
嗯嗯川普更不可能答应的

157
00:06:48,129 --> 00:06:51,110
但是呢要降息肯定也会推迟

158
00:06:51,110 --> 00:06:51,949
技术面上

159
00:06:51,949 --> 00:06:55,769
标普500指数站在5日均线与7500点上方

160
00:06:55,769 --> 00:06:56,980
缓慢走高

161
00:06:56,980 --> 00:07:00,399
被动基金目前正提高现金持有比例

162
00:07:00,399 --> 00:07:01,939
以应对SPACEX

163
00:07:01,939 --> 00:07:06,079
OpenAI等万亿级IPO的指数纳入需求

164
00:07:06,560 --> 00:07:10,949
小盘股AWM也继续向这个300的方向迈进

165
00:07:10,949 --> 00:07:12,069
其他个股方面

166
00:07:12,069 --> 00:07:14,769
无人机概念呢今天全线走强

167
00:07:14,769 --> 00:07:17,709
UMAC涨了57.2%

168
00:07:17,709 --> 00:07:20,730
RCAT涨了32.6%

169
00:07:20,730 --> 00:07:23,230
ONDS涨了22.7%

170
00:07:23,230 --> 00:07:25,339
因为据华尔街日报报道

171
00:07:25,339 --> 00:07:29,160
美国政府计划入股一批无人机公司

172
00:07:29,160 --> 00:07:31,819
以提高美国国内无人机产量

173
00:07:31,819 --> 00:07:33,360
并且降低成本

174
00:07:33,360 --> 00:07:34,480
这消息一出来

175
00:07:34,480 --> 00:07:37,569
板块立即就掀起了新一轮的资金狂欢

176
00:07:37,569 --> 00:07:39,990
像AMTANOSOGMAN

177
00:07:39,990 --> 00:07:42,769
雷神技术等那些军工巨头们

178
00:07:42,769 --> 00:07:45,129
如今都扔地上没人捡了

179
00:07:45,129 --> 00:07:48,189
现在资金就喜欢小而美的无人机

180
00:07:48,189 --> 00:07:51,019
昨天其实就已经有风声传出来了哈

181
00:07:51,019 --> 00:07:52,879
呃说要买ONDS

182
00:07:52,879 --> 00:07:54,180
川普可能要喊单

183
00:07:54,180 --> 00:07:56,060
但是呢我半信半疑

184
00:07:56,060 --> 00:07:57,060
没有下手

185
00:07:57,060 --> 00:08:00,259
只加仓了隔壁量子股INFQ

186
00:08:00,259 --> 00:08:03,019
虽然今天量子板块涨得也不错啦

187
00:08:03,019 --> 00:08:06,459
但是还是远比不上这个无人机涨的凶猛

188
00:08:06,459 --> 00:08:09,180
所以现在就是捶胸跺足都后悔呀

189
00:08:09,180 --> 00:08:10,480
大腿都拍青了

190
00:08:10,480 --> 00:08:12,839
量子计算概念呢今天也是普涨

191
00:08:12,839 --> 00:08:14,560
IBM宣布计划

192
00:08:16,759 --> 00:08:18,439
投入超过一百百亿美元

193
00:08:18,439 --> 00:08:20,060
目标呢在2029年

194
00:08:20,060 --> 00:08:23,449
打造出首台大型量子计算机

195
00:08:23,449 --> 00:08:27,250
让其能够稳定无误的运行复杂运算

196
00:08:27,250 --> 00:08:30,540
现在反正就是中小盘股涨得最欢乐哈

197
00:08:30,540 --> 00:08:33,700
大盘基本上呃就不怎么动

198
00:08:33,700 --> 00:08:35,860
云计算服务商走高

199
00:08:35,860 --> 00:08:37,919
NBS涨了8.6%

200
00:08:37,919 --> 00:08:38,720
消息面上

201
00:08:38,720 --> 00:08:43,078
25岁AI年轻股神NEWPORT旗下的投资公司

202
00:08:43,078 --> 00:08:44,599
他这今天披露

203
00:08:44,599 --> 00:08:47,698
已经持有nbi is5.6%的股份

204
00:08:47,698 --> 00:08:49,460
大家又可以抄作业了哈

205
00:08:49,460 --> 00:08:51,299
虽然股价已经拉的很高了

206
00:08:51,299 --> 00:08:53,220
但是前景向好嗯

207
00:08:53,220 --> 00:08:54,080
很明显

208
00:08:54,080 --> 00:08:57,759
在call wave和NBS这两者之间

209
00:08:57,759 --> 00:09:00,509
资金明显就更青睐后者

210
00:09:00,509 --> 00:09:02,549
戴尔科技股价盘后大涨

211
00:09:02,549 --> 00:09:06,710
公司Q1业绩远超于其营收438亿美元

212
00:09:06,710 --> 00:09:08,589
同比增长88%

213
00:09:08,589 --> 00:09:11,068
调整后每股收益4.86美元

214
00:09:11,068 --> 00:09:13,629
同比激增二百十四%

215
00:09:13,629 --> 00:09:17,590
预计第二季度调整后每股收益为4.8美元

216
00:09:17,590 --> 00:09:20,279
大幅超过预期的2.98美元

217
00:09:20,279 --> 00:09:21,679
全年营收展望

218
00:09:21,679 --> 00:09:24,860
1650亿到1690亿美元

219
00:09:24,860 --> 00:09:28,169
也远超过预期的1425亿美元

220
00:09:28,169 --> 00:09:28,769
此外呢

221
00:09:28,769 --> 00:09:30,389
公司还赢得了美国军方

222
00:09:30,389 --> 00:09:33,490
一份价值高达97亿美元的合同

223
00:09:33,490 --> 00:09:35,730
帮助美军处理呃

224
00:09:35,730 --> 00:09:39,850
其微软软件许可相关软件涉及电子邮件

225
00:09:39,850 --> 00:09:41,679
电子表格以及机密

226
00:09:41,679 --> 00:09:43,899
非机密系统中的其他需求

227
00:09:43,899 --> 00:09:47,389
就戴尔科技也是抱上了川普的金大腿嘛

228
00:09:47,389 --> 00:09:50,409
所以这个股价哈也是一飞冲天

229
00:09:50,409 --> 00:09:52,330
cos co盘后也公布财报

230
00:09:52,330 --> 00:09:54,809
2026财年第三财季业绩呢

231
00:09:54,809 --> 00:09:57,250
好于其营收705亿美元

232
00:09:57,250 --> 00:09:58,899
同比增长12%

233
00:09:58,899 --> 00:10:01,460
净利润21.9亿美元

234
00:10:01,460 --> 00:10:03,080
同比增长15%

235
00:10:03,080 --> 00:10:06,259
整体同店销售增长9.8%

236
00:10:06,259 --> 00:10:09,159
其中美国本土铜电呢增长9.4%

237
00:10:09,159 --> 00:10:11,049
加拿大10.7%

238
00:10:11,049 --> 00:10:13,509
海外其他市场10%一点

239
00:10:13,509 --> 00:10:17,600
二季度会员费收入达到13.7

240
00:10:17,600 --> 00:10:18,419
3亿美元

241
00:10:18,419 --> 00:10:20,460
同比增长10.7%

242
00:10:20,460 --> 00:10:22,860
这说明老会员的续费率极高

243
00:10:22,860 --> 00:10:26,539
而且年轻一代的新会员也正在加速入场

244
00:10:26,879 --> 00:10:28,240
电商业务爆发

245
00:10:28,240 --> 00:10:31,000
线上销售额激增21.5%

246
00:10:31,000 --> 00:10:32,259
高油价冲击之下

247
00:10:32,259 --> 00:10:36,100
哈会员续约与销售继续保持强劲

248
00:10:36,100 --> 00:10:38,980
虽然财报基本挑不出什么毛病来

249
00:10:38,980 --> 00:10:41,379
但是由于cos co的基本面太好了

250
00:10:41,379 --> 00:10:42,360
导致它的股价

251
00:10:42,360 --> 00:10:45,779
此前就已经被市场给捧得非常的高

252
00:10:45,779 --> 00:10:47,179
与沃尔玛一样

253
00:10:47,179 --> 00:10:51,019
就目前的估值呢远高于标普500售板块

254
00:10:51,019 --> 00:10:53,720
约32%倍的这个平均水平

255
00:10:53,720 --> 00:10:56,519
甚至都快逼近某些科技股了

256
00:10:56,519 --> 00:11:00,009
所以它股价盘后表现的不温不火

257
00:11:00,009 --> 00:11:02,090
上周沃尔玛警告称

258
00:11:02,090 --> 00:11:04,830
高燃油成本呢正在压缩利润率

259
00:11:04,830 --> 00:11:08,539
并且可能很快会反映到商品价格上

260
00:11:08,539 --> 00:11:09,679
近几个月哈

261
00:11:09,679 --> 00:11:13,620
这较高的退税金额支撑着嗯消费者支出

262
00:11:13,620 --> 00:11:16,599
但是部分效果呢被油价上涨所抵消

263
00:11:16,599 --> 00:11:19,038
尽管本周油价有所回落

264
00:11:19,038 --> 00:11:21,519
但是布伦特原油期货价格

265
00:11:21,519 --> 00:11:25,578
仍然比暂时爆发前还高出了超30%

266
00:11:25,578 --> 00:11:27,578
如果没有这个股票的话

267
00:11:27,578 --> 00:11:30,879
就现在呃少量建一批仓也是可以的

268
00:11:30,879 --> 00:11:32,200
等后面跌的更多

269
00:11:32,200 --> 00:11:33,659
跌到年线附近的话

270
00:11:33,659 --> 00:11:36,679
我觉得正式再买多买入一些这种股票呢

271
00:11:36,679 --> 00:11:39,318
就是当呃市场下跌了呀

272
00:11:39,318 --> 00:11:40,879
哪里又打起来了呀

273
00:11:40,879 --> 00:11:43,889
出什么幺蛾子的时候才会真正的大涨

274
00:11:43,889 --> 00:11:47,929
不然的话资金就会去炒其他呃AI股啦

275
00:11:47,929 --> 00:11:48,990
太空股啦

276
00:11:48,990 --> 00:11:51,799
暂时就冷落这些防御性股票哈

277
00:11:51,799 --> 00:11:53,820
罗宾沪的股价今天大涨

278
00:11:53,820 --> 00:11:56,940
似乎有这个行情正式启动的迹象

279
00:11:56,940 --> 00:11:58,419
所以要扶稳坐好

280
00:11:58,419 --> 00:11:59,960
先别急着下车

281
00:11:59,960 --> 00:12:03,639
美国官方推出的儿童专属理财项目

282
00:12:03,639 --> 00:12:06,559
川普账户配套app呢正式上线了哈

283
00:12:06,559 --> 00:12:10,620
这款app由纽约梅隆银行与罗宾户的联合打造

284
00:12:10,620 --> 00:12:13,659
另外罗宾hood还正式推出了新功能

285
00:12:13,659 --> 00:12:16,379
就是以后可以让AI来帮你炒股了

286
00:12:16,379 --> 00:12:20,379
这是首家项散户提供自主AI代理交易服务

287
00:12:20,379 --> 00:12:21,759
的主流券商

288
00:12:21,759 --> 00:12:25,000
嗯不过万一AI要是让投资者亏钱了

289
00:12:25,000 --> 00:12:27,480
不知道平台后面会不会被告呀

290
00:12:27,480 --> 00:12:29,200
宽元贝斯股价今年也上涨

291
00:12:29,200 --> 00:12:31,659
虽然暂时还处于5日均线下方

292
00:12:31,659 --> 00:12:33,860
估计要反弹了嗯

293
00:12:33,860 --> 00:12:37,859
资金可能要快速的这个轮动几天哈

294
00:12:37,859 --> 00:12:40,179
随着美国中期选举临近

295
00:12:40,179 --> 00:12:45,100
加密行业庞大的政治资金正转向支持共和党

296
00:12:45,100 --> 00:12:49,029
超级政治行动委员会以及他附属机构呢

297
00:12:49,029 --> 00:12:52,509
仍然是加密选举影响力的主要力量

298
00:12:52,509 --> 00:12:56,590
而且已经在多场国会竞选中投入了数千万美元

299
00:12:56,590 --> 00:12:58,000
并且取得胜利

300
00:12:58,000 --> 00:13:00,200
微软今天涨3.5%

301
00:13:00,200 --> 00:13:01,799
收盘站上了半年线

302
00:13:01,799 --> 00:13:04,320
希望接下来能够继续保持这个势头

303
00:13:04,320 --> 00:13:06,159
向上方年线靠近

304
00:13:06,159 --> 00:13:07,659
the information报道称

305
00:13:07,659 --> 00:13:11,159
微软将会在下周举行的年度开发者大会上

306
00:13:11,159 --> 00:13:13,779
推出一系列全新的AI模型

307
00:13:13,779 --> 00:13:14,139
呃

308
00:13:14,139 --> 00:13:16,740
公司将推出一款编程模型

309
00:13:16,740 --> 00:13:21,169
以提高它的github copilot的市场竞争力

310
00:13:21,169 --> 00:13:24,850
还计划宣布多种不同参数规模的新模型

311
00:13:24,850 --> 00:13:28,049
他们将会专注于语音转文字啊

312
00:13:28,049 --> 00:13:31,929
推理语音以及图像等特定任务的领域

313
00:13:31,929 --> 00:13:33,730
附图公布了财报

314
00:13:33,730 --> 00:13:35,029
股价今天回落

315
00:13:35,029 --> 00:13:38,159
受18.5亿元罚款的影响

316
00:13:38,159 --> 00:13:41,519
公司Q1净利润同比下滑61%

317
00:13:41,519 --> 00:13:44,320
但若是剔除掉该一次性影响呢

318
00:13:44,320 --> 00:13:47,549
调整后净利润同比增长36%

319
00:13:47,549 --> 00:13:50,009
针对跨境监管新政

320
00:13:50,009 --> 00:13:51,490
公司管理层回应称

321
00:13:51,490 --> 00:13:54,330
这次调整为全行业统一要求

322
00:13:54,330 --> 00:13:56,259
就不是公司自身的问题哈

323
00:13:56,259 --> 00:13:57,759
截止一季度末

324
00:13:57,759 --> 00:14:01,169
内地客户占集团总数约13%

325
00:14:01,169 --> 00:14:03,690
资产占比呢约17%

326
00:14:03,690 --> 00:14:06,299
收入贡献约20%

327
00:14:06,299 --> 00:14:08,480
海外市场与创新业务

328
00:14:08,480 --> 00:14:11,299
正构成抵御风险的双轮驱动

329
00:14:11,299 --> 00:14:15,620
海外市场是集团未来的关键的增长引擎呃

330
00:14:15,620 --> 00:14:18,940
马来西亚与香港合计贡献超半数

331
00:14:18,940 --> 00:14:21,470
竞争客户海外品牌

332
00:14:21,470 --> 00:14:24,370
某某客户占比呢已经超过55%

333
00:14:24,370 --> 00:14:27,039
五个国家的收入增速超过了百分之百

334
00:14:27,039 --> 00:14:28,179
管理层表示

335
00:14:28,179 --> 00:14:33,578
预计不会对全年80万获客指引产生实质影响

336
00:14:33,578 --> 00:14:37,059
附图CEO李华先生在业绩会上回应称

337
00:14:37,059 --> 00:14:40,000
公司已经全面停止为内地客户开户了

338
00:14:40,000 --> 00:14:41,019
两年的整治期

339
00:14:41,019 --> 00:14:43,149
并非要求清退账户

340
00:14:43,149 --> 00:14:47,350
而是限制客户在境内的入金与买入行为

341
00:14:47,350 --> 00:14:51,009
就是你人肉身在境外的话就无所谓了

342
00:14:51,009 --> 00:14:52,289
在美国市场

343
00:14:52,289 --> 00:14:54,370
某某final秀与附图clearing

344
00:14:54,370 --> 00:14:57,580
已经于5月获得了NFA批准

345
00:14:57,580 --> 00:15:00,889
开展预测市场经济以及清算业务

346
00:15:00,889 --> 00:15:03,250
产品与系统建设已经完成

347
00:15:03,250 --> 00:15:06,649
预计近期向美国零售投资者开放

348
00:15:06,649 --> 00:15:09,149
涵盖了体育赛事等事件

349
00:15:09,149 --> 00:15:10,129
合约交易

350
00:15:10,129 --> 00:15:11,830
因为世界杯快到了嘛

351
00:15:11,830 --> 00:15:13,379
体育博彩呃

352
00:15:13,379 --> 00:15:15,480
压住应该会有一波行情哈

353
00:15:15,480 --> 00:15:16,639
大家也可以关注一下

354
00:15:16,639 --> 00:15:19,860
美股市场里的一些相关的体育博彩股票

355
00:15:19,860 --> 00:15:21,820
盘后还有几只软件股

356
00:15:21,820 --> 00:15:25,259
ESTCO克达MONGODB都公布了财报呃

357
00:15:25,259 --> 00:15:26,899
股价盘后呢剧烈波动

358
00:15:26,899 --> 00:15:28,330
我们明天再细说

359
00:15:28,330 --> 00:15:30,850
那行我们明天见拜拜

共 7 条，按点赞数排序。

采集完成，该视频无弹幕