返回列表

美股 财报前瞻!华尔街集体看涨NVDA!AAPL与OpenAI合作生变!F转型储能,大暴涨!MU飘在空中,如何预期?TSLA继续看涨吗?COIN和PLTR继续做

BV1A75h6AEmX · 请不要叫我梁同学
在B站观看
发布时间 2026-05-15 09:34
时长 15分0秒
播放 231
点赞 5
评论 -
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
1
00:00:03,480 --> 00:00:04,200
大家好

2
00:00:04,200 --> 00:00:06,360
今天是5月14号星期四

3
00:00:06,360 --> 00:00:08,060
我们继续分析美股

4
00:00:08,060 --> 00:00:09,359
本期内容如下

5
00:00:09,359 --> 00:00:11,550
我们先看消息面

6
00:00:11,869 --> 00:00:13,369
英伟达业绩前瞻

7
00:00:13,369 --> 00:00:15,210
华尔街集体畅多

8
00:00:15,210 --> 00:00:17,629
核心业务驱动力稳固

9
00:00:17,629 --> 00:00:19,609
尽管预期高企

10
00:00:19,609 --> 00:00:23,870
机构仍普遍看好其财报表现

11
00:00:25,120 --> 00:00:29,390
需求超越供给增长引擎强劲

12
00:00:29,390 --> 00:00:31,750
数据中心业务持续领跑

13
00:00:31,750 --> 00:00:34,090
black well芯片放量在即

14
00:00:34,090 --> 00:00:37,429
营收预期超市场共识

15
00:00:37,590 --> 00:00:40,929
AI算力需求持续超越供给

16
00:00:40,929 --> 00:00:45,670
当前AI基础设施的运算需求紧俏局面

17
00:00:45,670 --> 00:00:48,329
预计将延续至2027年

18
00:00:48,329 --> 00:00:51,128
为英伟达提供广阔空间

19
00:00:51,128 --> 00:00:54,170
数据中心业务为核心引擎

20
00:00:54,170 --> 00:00:58,390
数据中心业务作为英伟达的核心增长引擎

21
00:00:58,390 --> 00:01:02,170
预计将继续保持强劲增长势头

22
00:01:02,950 --> 00:01:05,390
BLACKWELL芯片强劲放量

23
00:01:05,390 --> 00:01:08,750
新一代BLACKWELL系列芯片的强劲放量

24
00:01:08,750 --> 00:01:12,569
将成为驱动公司营收增长的关键因素

25
00:01:12,569 --> 00:01:16,109
花旗预测第一季度营收达800亿

26
00:01:16,109 --> 00:01:20,269
花旗预测其第一季度营收将达到800亿美元

27
00:01:20,269 --> 00:01:23,989
超出市场共时约14亿美元

28
00:01:25,000 --> 00:01:26,400
多重利好支撑

29
00:01:26,400 --> 00:01:28,069
机构普遍看涨

30
00:01:28,069 --> 00:01:29,909
历史业绩超预期

31
00:01:29,909 --> 00:01:32,590
叠加云厂商资本开支承诺

32
00:01:32,590 --> 00:01:36,150
机构对长期主导地位充满信心

33
00:01:36,150 --> 00:01:38,799
业绩超预期成常态

34
00:01:38,799 --> 00:01:40,200
华尔街普遍预计

35
00:01:40,200 --> 00:01:43,280
英伟达将再次交出业绩超预期

36
00:01:43,280 --> 00:01:47,340
并上调指引的亮眼成绩单

37
00:01:47,579 --> 00:01:51,870
RBC指出历史超预期3%

38
00:01:51,870 --> 00:01:53,989
RBC资本指出

39
00:01:53,989 --> 00:01:56,150
英伟达过去三个季度的收入

40
00:01:56,150 --> 00:01:59,359
平均较市场预期高出3%

41
00:01:59,359 --> 00:02:01,819
富国银行上调目标价

42
00:02:01,819 --> 00:02:03,359
富国银行预测

43
00:02:03,359 --> 00:02:04,819
2027财年

44
00:02:04,819 --> 00:02:08,840
数据中心收入将达3545亿美元

45
00:02:08,840 --> 00:02:10,960
并将目标价大幅上调

46
00:02:11,960 --> 00:02:15,159
云厂商承诺巨额资本开支

47
00:02:15,159 --> 00:02:18,419
主要云服务商承诺在2026年

48
00:02:18,419 --> 00:02:21,020
投入超7000亿美元资本支出

49
00:02:21,020 --> 00:02:23,959
巩固英伟达核心地位

50
00:02:23,959 --> 00:02:26,919
关注毛利率与下一代平台

51
00:02:26,919 --> 00:02:28,659
分析师提醒投资者

52
00:02:28,659 --> 00:02:34,759
关注毛利率水平及下一代RUBIN平台的交付节奏

53
00:02:36,879 --> 00:02:39,500
苹果与open i合作生变

54
00:02:39,500 --> 00:02:40,919
合作未达预期

55
00:02:40,919 --> 00:02:42,879
双方关系出现裂痕

56
00:02:42,879 --> 00:02:45,569
潜在法律纠纷浮现

57
00:02:47,129 --> 00:02:49,620
整合不足期望落空

58
00:02:49,620 --> 00:02:53,219
产品整合深度远未达预期

59
00:02:53,219 --> 00:02:56,620
OpenAI指责苹果未尽全力

60
00:02:56,939 --> 00:02:59,430
产品整合流于表面

61
00:02:59,430 --> 00:03:03,750
苹果操作系统中对OpenAI技术的应用有限

62
00:03:03,750 --> 00:03:06,530
相关功能不易被用户发现

63
00:03:06,530 --> 00:03:08,639
整合深度不足

64
00:03:08,919 --> 00:03:11,680
期望主导SIRI未实现

65
00:03:11,680 --> 00:03:17,400
OpenAI原期望ChatGPT能深度融入苹果生态

66
00:03:17,400 --> 00:03:18,800
并主导SIRI

67
00:03:18,800 --> 00:03:21,449
但该预期未能实现

68
00:03:21,449 --> 00:03:23,879
苹果被指未做努力

69
00:03:23,879 --> 00:03:26,219
一位open i高管直言

70
00:03:26,219 --> 00:03:29,280
苹果方面甚至没有做出真正的努力

71
00:03:29,280 --> 00:03:32,519
来推动合作产品化

72
00:03:32,718 --> 00:03:35,050
open i已聘请律师

73
00:03:35,050 --> 00:03:39,270
open i已在最近几天聘请外部律所

74
00:03:39,270 --> 00:03:43,810
协助处理与苹果的合同纠纷事宜

75
00:03:46,199 --> 00:03:51,158
福特转型储能或市场热捧压铸储能业务

76
00:03:51,158 --> 00:03:53,179
福特股价应声大涨

77
00:03:53,179 --> 00:03:57,799
市场对其新增长曲线寄予厚望

78
00:03:59,039 --> 00:04:02,569
业务前瞻机遇与挑战并存

79
00:04:02,569 --> 00:04:04,770
储能业务潜力巨大

80
00:04:04,770 --> 00:04:06,750
估值或华尔街看好

81
00:04:06,750 --> 00:04:10,539
但仍需面对执行与竞争挑战

82
00:04:10,699 --> 00:04:11,960
需求强劲

83
00:04:11,960 --> 00:04:13,319
已获合同

84
00:04:13,319 --> 00:04:14,919
福特CEO表示

85
00:04:14,919 --> 00:04:17,100
储能电池需求强劲

86
00:04:17,100 --> 00:04:22,439
已与客户进入早期产能的合同洽谈阶段

87
00:04:22,889 --> 00:04:24,959
摩根士丹利估值百亿

88
00:04:24,959 --> 00:04:27,160
摩根时代利益分析师估计

89
00:04:27,160 --> 00:04:30,720
福特能源业务的价值可能达到100亿美元

90
00:04:30,720 --> 00:04:32,168
潜力巨大

91
00:04:32,168 --> 00:04:34,470
巴克莱看好利润空间

92
00:04:34,470 --> 00:04:36,050
巴克莱报告指出

93
00:04:36,050 --> 00:04:40,889
储能业务年度e bi it可能达三到5亿美元

94
00:04:40,889 --> 00:04:43,569
前景颇具吸引力

95
00:04:43,850 --> 00:04:45,910
特斯拉仍是行业主导

96
00:04:45,910 --> 00:04:47,129
分析师提醒

97
00:04:47,129 --> 00:04:49,870
特斯拉仍是储能市场的主导者

98
00:04:49,870 --> 00:04:52,850
福特需面对强大的竞争压力

99
00:04:52,850 --> 00:04:56,250
执行与产能爬坡是关键

100
00:04:56,250 --> 00:04:59,189
福特最终能否兑现预期

101
00:04:59,189 --> 00:05:04,519
取决于其在执行和产能爬坡方面的能力

102
00:05:04,879 --> 00:05:06,959
我们看一下今天市场的表现

103
00:05:06,959 --> 00:05:09,860
今天纳指继续延续涨势哈

104
00:05:09,860 --> 00:05:12,399
嗯非常疯狂对吧

105
00:05:12,399 --> 00:05:15,319
哎今天收涨0.8%左右哈

106
00:05:15,319 --> 00:05:17,860
看到我们的空空头呢没什么力度啊

107
00:05:17,860 --> 00:05:20,100
我们看一下15分钟图

108
00:05:20,550 --> 00:05:23,170
嗯这就是震荡上行的是吧

109
00:05:23,170 --> 00:05:25,298
哎直接上来嗨

110
00:05:25,738 --> 00:05:27,738
所以啊现在也没办法说

111
00:05:27,738 --> 00:05:28,819
没办法说啊

112
00:05:28,819 --> 00:05:31,178
在哪儿会怎么样哈

113
00:05:31,740 --> 00:05:33,980
好这是科技股

114
00:05:33,980 --> 00:05:35,569
我们来看一下罗素

115
00:05:35,569 --> 00:05:37,649
罗素今天也是一根阳线哈

116
00:05:37,649 --> 00:05:40,089
那么他已经在高点附近了哈

117
00:05:40,089 --> 00:05:41,889
历史高点附近诶

118
00:05:41,889 --> 00:05:44,779
你看之前的这个空头也比较弱势啊

119
00:05:44,779 --> 00:05:45,779
应该看啥呀

120
00:05:45,779 --> 00:05:47,220
看涨呗

121
00:05:47,930 --> 00:05:49,170
我们看一下道指

122
00:05:49,170 --> 00:05:53,370
道指今天是给出了一根中等强度的阳线哈

123
00:05:53,370 --> 00:05:54,970
嗯今天是周四哈

124
00:05:54,970 --> 00:05:58,389
明天最快明天最晚下周哈

125
00:05:58,389 --> 00:06:00,629
就可能去突破这个位置

126
00:06:00,870 --> 00:06:01,769
差不多吧

127
00:06:01,769 --> 00:06:06,850
嗯好标普也是阳线哈

128
00:06:06,850 --> 00:06:08,490
我们看一下25分钟图

129
00:06:08,490 --> 00:06:10,829
嗯又往上走了一截哈

130
00:06:10,829 --> 00:06:13,069
然后有一个小回车

131
00:06:14,290 --> 00:06:16,689
好这是大盘

132
00:06:18,420 --> 00:06:21,560
我们看下市场整体的分布情况哈

133
00:06:21,560 --> 00:06:24,500
美股我们看一下行业热力图

134
00:06:24,500 --> 00:06:27,790
今天半导体和软件基础设施领涨

135
00:06:27,790 --> 00:06:29,550
互联网和消费电子

136
00:06:29,550 --> 00:06:30,730
微微的回调哈

137
00:06:30,730 --> 00:06:32,800
小跌呃

138
00:06:32,800 --> 00:06:34,220
药品是回调哈

139
00:06:34,220 --> 00:06:36,660
应用软件上涨啊

140
00:06:36,660 --> 00:06:38,600
汽车行业是微涨哈

141
00:06:38,600 --> 00:06:40,569
福特是大涨哈

142
00:06:40,810 --> 00:06:42,310
然后其他的领域

143
00:06:42,310 --> 00:06:44,930
通讯设备这个涨的比较多啊

144
00:06:44,930 --> 00:06:46,050
其他领域一般哈

145
00:06:46,050 --> 00:06:48,290
我们看一下领涨板块

146
00:06:50,860 --> 00:06:52,720
Sol储备概念啊

147
00:06:52,720 --> 00:06:54,500
然后是英伟达相关的

148
00:06:54,500 --> 00:06:56,220
今天也还不错

149
00:06:56,220 --> 00:06:58,329
然后是通信设备相关的

150
00:06:58,329 --> 00:07:01,910
这个o n d a as是PLTR支持的一家公司哈

151
00:07:01,910 --> 00:07:03,370
但是我看它市值比较小

152
00:07:03,370 --> 00:07:06,589
所以交易难度还是有一些哈

153
00:07:06,589 --> 00:07:08,410
网络安全概念啊

154
00:07:08,410 --> 00:07:12,750
包括这个思科啊等等吧

155
00:07:12,910 --> 00:07:15,430
好然后是加密货币相关的哈

156
00:07:15,430 --> 00:07:16,790
Qun qun base

157
00:07:16,790 --> 00:07:18,329
这个图我们之前也在跟进

158
00:07:18,329 --> 00:07:21,310
我们不妨呢先把coin base看一眼哈

159
00:07:23,689 --> 00:07:25,949
那么整体的做多区域呢还在哈

160
00:07:25,949 --> 00:07:26,990
只不过比较慢

161
00:07:26,990 --> 00:07:30,560
它的这个反转呢时间比较久哈

162
00:07:30,560 --> 00:07:32,720
你看也延续了他以往的风格啊

163
00:07:32,720 --> 00:07:34,000
你看之前是吧

164
00:07:34,000 --> 00:07:37,620
所以说啊额仍旧还是做多的一个区域吧

165
00:07:37,620 --> 00:07:40,970
啊它整体的一个态势还是做赌

166
00:07:40,970 --> 00:07:42,490
没毛病啊

167
00:07:42,490 --> 00:07:44,329
今天呢又收涨哈

168
00:07:44,329 --> 00:07:45,329
还可以哈

169
00:07:45,329 --> 00:07:47,370
上涨5%左右

170
00:07:47,529 --> 00:07:48,029
好

171
00:07:48,029 --> 00:07:49,129
这是这个

172
00:07:49,129 --> 00:07:51,199
那我们回到我们的列表

173
00:07:53,959 --> 00:07:55,579
因为市场在轮动啊

174
00:07:55,579 --> 00:07:58,110
不断的这个调整

175
00:07:58,110 --> 00:08:00,029
我们看一下福特

176
00:08:00,029 --> 00:08:04,240
福特呢是想要做储能业务哈

177
00:08:04,600 --> 00:08:08,170
对啊属于呃利好的一个战略啊

178
00:08:08,170 --> 00:08:09,810
那理论上应该看多哈

179
00:08:09,810 --> 00:08:12,110
我们看到市场呢已经买了两天啊

180
00:08:12,110 --> 00:08:13,449
使劲买使劲买

181
00:08:13,449 --> 00:08:15,009
做多做多是吧

182
00:08:15,009 --> 00:08:16,350
唉两根大阳线

183
00:08:16,350 --> 00:08:17,290
那应该继续做多

184
00:08:17,290 --> 00:08:17,449
马

185
00:08:17,449 --> 00:08:18,689
是的哈

186
00:08:19,709 --> 00:08:21,750
嗯对的哈

187
00:08:21,750 --> 00:08:23,569
是的好

188
00:08:23,569 --> 00:08:25,730
你看特斯拉其实也是汽车公司

189
00:08:25,730 --> 00:08:26,949
它也是AI公司

190
00:08:26,949 --> 00:08:29,029
它也做储能相关的对吧

191
00:08:29,029 --> 00:08:31,430
那么这样的话理论上做啥呀

192
00:08:31,430 --> 00:08:33,610
做多福特也是类似啊

193
00:08:33,610 --> 00:08:37,220
只不过福特呢刚刚开始宣布储能啊

194
00:08:37,220 --> 00:08:39,200
这里啊回调了一下啊

195
00:08:39,200 --> 00:08:42,470
止跌止跌暴涨哈对吧

196
00:08:42,470 --> 00:08:45,769
可能呢后续还要再再去测试这个位置啊

197
00:08:45,769 --> 00:08:47,450
18块钱这一袋

198
00:08:50,558 --> 00:08:53,318
我们看一下app app今天领涨啊

199
00:08:53,318 --> 00:08:56,278
他这个图跟刚才的福特有类似之处啊

200
00:08:56,278 --> 00:08:58,059
也是在这里横了许久

201
00:08:58,059 --> 00:08:59,039
应该做啥呀

202
00:08:59,039 --> 00:09:00,100
还是得做多啊

203
00:09:00,100 --> 00:09:04,860
因为下方的多头多头在这里做了双重底哈啊

204
00:09:04,860 --> 00:09:05,639
走了一截之后啊

205
00:09:05,639 --> 00:09:06,960
在这洗盘的中间

206
00:09:06,960 --> 00:09:08,440
这是一个重要的阻力位啊

207
00:09:08,440 --> 00:09:10,610
我们用直线给他标一下

208
00:09:10,610 --> 00:09:12,129
你看上上面这是吧

209
00:09:12,129 --> 00:09:14,350
中间这在这个位置还得做啊

210
00:09:14,350 --> 00:09:16,490
现在空头那没有使劲往下跌啊

211
00:09:16,490 --> 00:09:17,870
这是一个窄幅横盘

212
00:09:17,870 --> 00:09:19,730
因此呢应该继续看涨

213
00:09:19,730 --> 00:09:20,669
继续做多

214
00:09:20,669 --> 00:09:21,710
说之前没做的

215
00:09:21,710 --> 00:09:23,029
那就继续做呗

216
00:09:23,029 --> 00:09:28,039
嗯好这是这个昨天提到的这个nbi is

217
00:09:28,039 --> 00:09:30,460
今天继续延续涨势啊

218
00:09:30,460 --> 00:09:32,309
非常的疯狂

219
00:09:32,309 --> 00:09:34,830
这样的图呢不能轻易的猜顶啊

220
00:09:34,830 --> 00:09:37,269
把整体的趋势线画一下就行了

221
00:09:37,269 --> 00:09:40,298
他需要注顶而不能拆顶啊

222
00:09:40,298 --> 00:09:41,139
不用看日内了

223
00:09:42,259 --> 00:09:43,298
我们看一下博通

224
00:09:43,298 --> 00:09:45,158
今天博通是大涨

225
00:09:45,158 --> 00:09:47,429
经过了漫长的横盘之后

226
00:09:47,429 --> 00:09:50,110
市场选择了继续上涨

227
00:09:50,110 --> 00:09:52,830
我们的趋势线可以大概画到这里来

228
00:09:52,830 --> 00:09:54,120
这个触点

229
00:09:54,120 --> 00:09:57,600
我们看一下它日内的K线表现

230
00:09:58,240 --> 00:10:00,779
嗯啊横盘之后

231
00:10:00,779 --> 00:10:03,980
哎这里拉上来了是吧

232
00:10:03,980 --> 00:10:06,320
哎小回调拉升

233
00:10:06,320 --> 00:10:09,240
这个小回调就是踩一下这个支撑位哈

234
00:10:09,240 --> 00:10:11,879
原来是阻力位来着对吧

235
00:10:12,200 --> 00:10:15,440
好应该以日线图为标准就可以了

236
00:10:16,038 --> 00:10:17,278
那现在是熊市吗

237
00:10:17,278 --> 00:10:19,120
很显然不是

238
00:10:19,399 --> 00:10:22,039
我们看一下HOODHOD

239
00:10:22,039 --> 00:10:24,600
这个也是做多的抄底的区域哈

240
00:10:24,600 --> 00:10:26,539
那么止损空间比较小哈

241
00:10:26,539 --> 00:10:28,909
理论上应该做多好

242
00:10:28,909 --> 00:10:30,509
今天是一个漂亮的阳线

243
00:10:30,509 --> 00:10:34,970
之前这里突破回踩止低踩踩踩踩不下去哈

244
00:10:34,970 --> 00:10:36,309
止跌止跌是吧

245
00:10:36,309 --> 00:10:39,710
嗯好继续做多嗯

246
00:10:39,710 --> 00:10:43,529
你看这些有有些图有时候回收还是挺深的啊

247
00:10:43,529 --> 00:10:44,909
这么一看不深啊

248
00:10:44,909 --> 00:10:46,149
但是一量一下就很深

249
00:10:47,230 --> 00:10:49,029
60%

250
00:10:51,279 --> 00:10:52,940
cot刚才我们提过了啊

251
00:10:52,940 --> 00:10:54,220
我们看一下英伟达

252
00:10:54,220 --> 00:10:56,039
英伟达今天跳空高开

253
00:10:56,039 --> 00:10:58,159
继续拉涨

254
00:10:58,370 --> 00:11:01,169
我们看一下他的15分钟图嗯

255
00:11:01,169 --> 00:11:03,909
跳完高压之后不断的拉升哈

256
00:11:03,909 --> 00:11:06,769
高位简单给了一个小回调

257
00:11:07,120 --> 00:11:09,370
多头相当的强势

258
00:11:09,730 --> 00:11:12,330
我们继续啊看涨

259
00:11:12,330 --> 00:11:14,750
那么我们一些投票活动中呢

260
00:11:14,750 --> 00:11:17,870
也有一些人哈不愿意啊

261
00:11:17,870 --> 00:11:18,769
做毒哈

262
00:11:18,769 --> 00:11:20,190
不愿意这个踩顶了

263
00:11:20,190 --> 00:11:20,809
他对吧

264
00:11:20,809 --> 00:11:23,159
我们说不要踩顶啊

265
00:11:23,440 --> 00:11:25,120
好你可以猜一些小回调

266
00:11:25,120 --> 00:11:27,320
但不能太猜顶部啊

267
00:11:27,320 --> 00:11:28,279
对于英伟达来说

268
00:11:28,279 --> 00:11:29,679
你看今天又涨了吧

269
00:11:29,679 --> 00:11:31,859
这里有一个利好消息面哈

270
00:11:31,859 --> 00:11:34,538
说美国拟批准啊

271
00:11:34,538 --> 00:11:36,938
或者批准向十家中国公司出售

272
00:11:36,938 --> 00:11:40,509
英伟达H200芯片嗯

273
00:11:41,629 --> 00:11:45,230
批准你批准的关键是中国公司买不买

274
00:11:45,230 --> 00:11:48,120
你不知道啊

275
00:11:48,120 --> 00:11:49,039
能够买

276
00:11:49,039 --> 00:11:50,200
但是别人买不买呢

277
00:11:50,200 --> 00:11:52,360
这也难说是吧

278
00:11:52,470 --> 00:11:54,870
嗯不知道咱们后续关注哈

279
00:11:54,870 --> 00:11:57,570
嗯好那今天阳线比较强

280
00:11:57,570 --> 00:11:59,559
不能踩顶

281
00:12:00,080 --> 00:12:02,919
我们继续看我们的PENTATER啊

282
00:12:02,919 --> 00:12:04,179
今天给了一根阳线

283
00:12:04,179 --> 00:12:06,328
但这个力度一般啊

284
00:12:06,328 --> 00:12:08,889
我们需要至少两根大阳线拉上来啊

285
00:12:08,889 --> 00:12:10,969
多头才在这个支撑区啊

286
00:12:10,969 --> 00:12:14,668
有信心大家觉得有希望是有戏的哈

287
00:12:14,668 --> 00:12:15,828
因为一切皆有可能

288
00:12:15,828 --> 00:12:17,668
因为空头也弱了对吧

289
00:12:17,668 --> 00:12:18,989
空头他也没有说

290
00:12:18,989 --> 00:12:21,759
目前啊目前没有跌破这个支撑位哈

291
00:12:21,759 --> 00:12:24,399
所以啊近期的博弈还是比较艰难

292
00:12:24,399 --> 00:12:26,759
我们看看接下来一到两个交易日

293
00:12:26,759 --> 00:12:29,679
能不能再出来两根大阳线

294
00:12:30,000 --> 00:12:32,320
这洗盘呢其实跟有些图也类似啊

295
00:12:32,320 --> 00:12:34,419
就是这构成的阻力区域是吧

296
00:12:34,419 --> 00:12:37,839
并不是说一并不是说他一定会走出熊市来哈

297
00:12:37,839 --> 00:12:39,239
不能过于看空的啊

298
00:12:39,239 --> 00:12:41,359
因为支撑区目前还是有效的

299
00:12:41,359 --> 00:12:43,580
我们说要提高警惕

300
00:12:43,580 --> 00:12:45,220
但最终结果是怎么样

301
00:12:45,220 --> 00:12:47,820
需要东方双方来较量一下

302
00:12:49,220 --> 00:12:52,100
好我们看一下谁呢

303
00:12:52,100 --> 00:12:53,759
我们往下调一调哈

304
00:12:53,759 --> 00:12:55,490
我们看一下AMD

305
00:12:55,490 --> 00:12:57,529
AMD飘在了空中

306
00:12:57,529 --> 00:12:58,909
你说你猜顶吗

307
00:12:58,909 --> 00:13:00,639
太难猜了是吧

308
00:13:00,639 --> 00:13:02,019
我们看下15分钟多少

309
00:13:02,019 --> 00:13:02,698
哎呀

310
00:13:02,698 --> 00:13:03,479
就飘在这里

311
00:13:03,479 --> 00:13:04,999
你说怎么办啊

312
00:13:04,999 --> 00:13:06,438
也没办法看强空啊

313
00:13:06,438 --> 00:13:07,499
今天收涨啊

314
00:13:07,499 --> 00:13:08,908
收涨对吧

315
00:13:08,908 --> 00:13:10,928
今天是阳线好嘞

316
00:13:10,928 --> 00:13:12,970
先暂时不用理睬

317
00:13:13,289 --> 00:13:14,649
我们看一下苹果啊

318
00:13:16,009 --> 00:13:20,099
苹果和O这个这个open i的合作呢

319
00:13:20,099 --> 00:13:22,158
主要还是这个SIRI

320
00:13:22,158 --> 00:13:25,198
这个产品到底完不完全依赖open i

321
00:13:25,198 --> 00:13:27,480
也就是ChatGPT这个问题

322
00:13:27,480 --> 00:13:28,840
凭我没想好呢

323
00:13:28,840 --> 00:13:30,730
那就是不想依赖的意思

324
00:13:30,730 --> 00:13:33,029
那这个图应该继续看涨哈

325
00:13:33,029 --> 00:13:34,210
今天是一个停顿

326
00:13:34,210 --> 00:13:35,980
空头也并不强势

327
00:13:35,980 --> 00:13:37,580
我们看一下15分钟图

328
00:13:37,580 --> 00:13:39,360
好一个简单的横盘

329
00:13:39,360 --> 00:13:40,519
红头不强

330
00:13:40,519 --> 00:13:42,179
以日线为标准哈

331
00:13:42,179 --> 00:13:44,019
好苹果

332
00:13:44,620 --> 00:13:45,919
我看下特斯拉

333
00:13:45,919 --> 00:13:47,620
特斯拉今天是一根小停顿

334
00:13:47,620 --> 00:13:49,210
K线做啥呀

335
00:13:49,450 --> 00:13:51,250
继续做多是吧

336
00:13:51,250 --> 00:13:52,350
还能做多是的

337
00:13:52,350 --> 00:13:54,610
我们看看15分钟图啊

338
00:13:54,610 --> 00:13:56,610
也是一个小停顿啊

339
00:13:57,429 --> 00:13:58,370
还可以哈

340
00:13:58,370 --> 00:13:59,029
空头不强

341
00:14:00,230 --> 00:14:01,919
我们继续往下看哈

342
00:14:01,919 --> 00:14:03,220
我们看一下美光

343
00:14:03,220 --> 00:14:05,240
美光也是在高位震荡

344
00:14:05,240 --> 00:14:07,089
你说他想怎么洗牌

345
00:14:07,089 --> 00:14:08,208
有人说猜不出来

346
00:14:08,208 --> 00:14:08,828
没错啊

347
00:14:08,828 --> 00:14:10,589
他有可能高位窄幅横慢一下

348
00:14:10,589 --> 00:14:13,429
但是也要提防深度回撤的可能性啊

349
00:14:13,429 --> 00:14:16,620
我们看一下15分钟图嗯

350
00:14:16,620 --> 00:14:18,539
在这个高位震荡一下

351
00:14:18,539 --> 00:14:20,600
所以多头要提高警惕啊

352
00:14:20,600 --> 00:14:23,059
有人说会不会继续涨啊

353
00:14:23,059 --> 00:14:24,320
一切皆有可能

354
00:14:24,320 --> 00:14:27,820
你看这片他走出来实际上是一个窄幅横盘

355
00:14:27,820 --> 00:14:29,980
但是尾盘这根15分钟K线啊

356
00:14:29,980 --> 00:14:32,068
空头略微的小强

357
00:14:32,068 --> 00:14:34,509
如果明天是往下砸盘的话

358
00:14:34,509 --> 00:14:36,048
那要去测试这个位置了

359
00:14:36,048 --> 00:14:38,668
如果明天天王高还往上拉升

360
00:14:38,799 --> 00:14:40,639
那这个位置就变成上涨中继了

361
00:14:40,639 --> 00:14:41,340
继续涨

362
00:14:41,340 --> 00:14:43,179
这就变成微型反转了

363
00:14:43,179 --> 00:14:47,000
所以这个和窄幅横盘他可以上也可以下

364
00:14:47,000 --> 00:14:48,980
明天的表现好

365
00:14:48,980 --> 00:14:50,580
将决定要不要继续洗盘

366
00:14:50,580 --> 00:14:53,299
还是继续创新高对吧

367
00:14:53,299 --> 00:14:56,620
最后呢欢迎大家去看我们的绿宝石会员视频哈

368
00:14:56,620 --> 00:14:59,019
嗯好我们明天再见
评论

评论采集失败

弹幕

采集完成,该视频无弹幕