散户玩美股历史结束

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6月12号老虎富图长桥就不能买美股了

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只能卖不能买啊

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兄弟们这个散户呢买美股的历史就结束了啊

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实际上在去年啊

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去年45月份啊

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当时东升西落嘛

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美股暴跌的时候呢

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我就分享了一个逻辑啊

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我们群里面有个兄弟呢做空美股

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我说兄弟千万别做空啊

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啊你可以看空

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但是千万别做空

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然后那个兄弟现在再也不说话了

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哎我当时呢就是这4年时间吧哈

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基本上所有的直播短视频

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讲的最多是什么资产配置啊

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你可以搜我任何时候讲资产配置

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为什么讲资产配置呢

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因为我觉得对吧

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得跟跟跟着国家队走嘛啊国家队干啥

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我们干啥对吧

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你看我们啊

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我们国家队呢是美债最大的买家之一啊

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大家想嘛啊

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这个啊国家队都买

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那你有什么好纠结的呢

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但是话又说回来

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第二条啊

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就是为什么国家队让买不让散户买呢

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是不是就像比如说我我是一个公司的老板啊

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那我赚的钱啊

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我去啊做资产配置啊

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配置了美股啊之类的

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那我给员工也讲嘛

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我说你们有能力

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你们也可以啊对吧

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我极力判他们玩大A啊

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我跟他们讲

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我说你们一定不要炒大A哈

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如果你钱多的哈

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臊得慌对吧

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你看我自己做股票

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我给我们的员工去讲

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我不让摩尔加A

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但是呢你要想配置美股啊

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啊配置指数啊

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标普纳指啊

48
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那我都不反对的啊

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因为我本身做投资公司人都知道嘛对吧

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那你啊我作为老板

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我不可能是把员工往火坑里推嘛是吧

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这就是一个简单的逻辑啊

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就为什么这个啊只允许周官放火

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不允许百姓点灯啊

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这是我们历史的典故嘛

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那还有一条呢

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实际上这个事儿呢也不完全是坏事啊

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这样就可以屏蔽掉很多哈

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就是就是说白了有的人一辈子可以看不见啊

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这个呢也是跟很多做老板的

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做电商的兄弟讲啊

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就是啊有的人看不见

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最好是一辈子也别看见啊

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就像有人在下面评论好

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说权哥啊

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看了你的视频

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我看懂了啊

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但是呢我焦虑了啊

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我痛苦了啊

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我还不如不看

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各位你见过一个懂的人

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他不会做的吗

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就像你高考一样是吧

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你说题我全会

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但是全做错了

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那你到底会还是不会呢

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你懂还是不懂呢

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我就没见过一个啊

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一直学习很好

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那最后呢考的很差的

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但我也没见一个平时考的很差

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那最后临时发挥做的很好的

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那我做什么事都是超常发挥

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但是平时我也不差

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但我只不过是超常发挥

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那是因为我这个人呢喜欢触类旁通

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就我不喜欢跟随

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比如说老师让我去死记硬背一个东西啊

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死记硬背一个公式哈

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死记硬背一个啊

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他说必考的东西

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我不这么认为

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我说这个事如果我不理解我背部又怎么样

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我的脑容量有限对吧

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我要掌握的是全是我认可的

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我喜欢的

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所以你看我的人生路径呢好像是很慢

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好像是一步一步的啊

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嘿一步一步的走到了哈这个山顶啊

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这就是很多人很难理解啊

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你看我第一啊没有高学历

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第二呢没有高智商

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第三呢没有情商啊

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第四个呢哈一路也没有任何资源

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那为什么能走过来呢

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我觉得唯一的就有一个好的价值观对吧

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我做的事是我喜欢的

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我很认真啊

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我对这个世界呢充满了怀疑哈

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我也不是说不看好东大啊

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更不是说看好美国啊

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美国的国家呢其实屏幕差距很大啊

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比如今天我来到了他们这个啊尼泊尔beach啊

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你看这边一个小别墅哈

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六七百万美金

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五六百万美金哈

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因为风景很好嘛

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家家游艇对不对

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那美国的平均的中位数呢

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其实也就是100万左右

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那只不过是new port这个生活富裕程度啊

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超过了美国平均水平五倍以上

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那这个地方不能代表美国啊

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美国还有很多人吃不上饭啊

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很多人领救急啊

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很多人呢靠这个啊四舍为生啊

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我们也不是说美国都好

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但我们也不说东大不好啊

129
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东大其实有很多优点

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比如说啊有全球最发达的供应链啊

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有这个全球最能吃苦的老百姓啊

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还有全球最统一的大市场啊

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还有你比如说我们的电力

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那同样做AI

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那为什么美国的这个电老是缺

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对不对啊

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原因很简单呀

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那是因为美国没办法啊

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每个作物的法律不一样

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他没办法就说和中国一样呢

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把这个店啊全部统一化标准化

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他只能说OK那哼那你这个都同意他就能搞啊

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这个都不同意就不能搞

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所以呢这个就是给大家讲我们辩证法看世界啊

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但是呢我讲为什么我能超常发挥哈

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为什么我能看明白世界

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为什么我从2019年啊

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做投资以来

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第一件事就是做配置

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后面的网吧

151
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美股的比例越来越高

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我去年给他们群里面讲

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我说你们要干到九比一啊

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美A哈

155
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九比一

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那为什么我就知道很多事要发生呢

157
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因为我们吧是讲逻辑的人

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讲常识

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讲逻辑啊

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讲价值观对吧

161
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就像我做步步高代理一样对吧

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比如说品牌方说好

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不允许菲尔一家独大啊

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再比如说哈我们代理了很多品牌

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他说啊不允许这个哈这个费尔一家独大

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不允许这个你啊

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你能在我们这个体系里面啊

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做第一

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那是我们品牌好

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产品好啊

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而不是你的能力强

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我听了这句话之后

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立马做自主品牌

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各位因为我是这种人是吧

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才是导致我有今天的结果

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而不是说啊我比别人多么牛逼

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多么运气

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是因为我不服是吧

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我对所有的不公平的事

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我坚决不同意对吧

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比如说啊品牌说啊

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你要怎么怎么样对吧

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你不能怎么怎么样

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凭什么啊

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我就问个凭什么很多人辛苦的亏钱啊

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就像我做代理商啊

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我一看啊

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代理品牌方不希望我们做大

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不希望我们赚钱哈

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我立马拜拜

191
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任何一个不希望我好的啊

192
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我给你付出了啊

193
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我很努力啊

194
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我是全国第一啊

195
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我是一个有结果的人啊

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你不信我好不好意思啊

197
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拜拜你看这就是我一直来的风格

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所以呢我这一路上

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因为我的正确的价值观和选择呢

200
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躲过了很多灾难啊

201
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同样的在人上也是啊

202
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比如说我在过去的时候呢

203
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对人性啊

204
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没有这么像今天这么潇洒啊

205
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我过去的时候觉得这个人很可怜好

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我就帮哈

207
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这个人很能干

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我就帮啊

209
00:06:14,839 --> 00:06:16,120
但是呢帮完之后发现

210
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可怜之人必有可恨之处对吧

211
00:06:18,029 --> 00:06:19,370
不要同情这个啊

212
00:06:19,370 --> 00:06:21,470
可不要同情这个可怜的人

213
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这个人也是说我做老板的啊

214
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心善的人要注意的哈

215
00:06:25,139 --> 00:06:27,060
可怜的人呢他一定有他的问题啊

216
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比如说啊我之前呢对员工啊

217
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他们啊买不起房

218
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可以借钱好找

219
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找不到老婆推荐是吧

220
00:06:34,839 --> 00:06:38,160
但是这些人里面有多少真的有价值观的呢

221
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对吧

222
00:06:38,480 --> 00:06:40,360
有多少真正意义上有讲诚信的呢

223
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有多少真正意义上对吧

224
00:06:41,980 --> 00:06:44,720
然后啊能够不索取了呢

225
00:06:44,720 --> 00:06:47,819
实际上大部分人呢他的结果很差很差

226
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实际上这是必然的

227
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所以呢我对这个世界呢是非常理性和客观的分

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享对吧

229
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就是大家呢如果有一天呢已经走出来了对吧

230
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已经是啊靠努力和有钱了

231
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那你要记住啊

232
00:07:00,298 --> 00:07:02,718
你这个时候要把选择放第一位对吧

233
00:07:02,718 --> 00:07:05,339
要把你的这个精心的策划啊

234
00:07:05,339 --> 00:07:06,339
精心的思考

235
00:07:06,339 --> 00:07:07,579
反复的琢磨啊

236
00:07:07,579 --> 00:07:08,120
放第一位

237
00:07:08,120 --> 00:07:11,019
而不是说我还和以前一样没命苦干啊

238
00:07:11,019 --> 00:07:13,490
这两年我跟身边的很多人说啊

239
00:07:13,490 --> 00:07:14,029
我说兄弟们

240
00:07:14,029 --> 00:07:16,230
你要啊该收好睡好啊

241
00:07:16,230 --> 00:07:17,750
该全球哈

242
00:07:17,750 --> 00:07:19,149
全球配置全球配置啊

243
00:07:19,149 --> 00:07:19,829
该转战海外

244
00:07:19,829 --> 00:07:20,970
转战海外是吧

245
00:07:20,970 --> 00:07:22,170
但凡听到听懂的人呢

246
00:07:22,170 --> 00:07:23,550
其实这两年呢都很好

247
00:07:23,550 --> 00:07:25,129
但凡呢没有听懂的人呢

248
00:07:25,129 --> 00:07:26,660
这两年都很差对吧

249
00:07:26,660 --> 00:07:28,740
其实呢不是我有先见之明啊

250
00:07:28,740 --> 00:07:30,060
是我吃了很多亏之后呢

251
00:07:30,060 --> 00:07:31,579
啊我这个人呢对吧

252
00:07:31,579 --> 00:07:33,579
我不接受我反复的被打脸对吧

253
00:07:33,579 --> 00:07:36,028
所以呢在每一次危机的时候呢

254
00:07:36,028 --> 00:07:38,369
都能够顺利的脱颖而出啊

255
00:07:38,369 --> 00:07:38,848
当然了

256
00:07:38,848 --> 00:07:40,009
我给所有人讲嘛

257
00:07:40,009 --> 00:07:42,490
就是你在选择交朋友啊

258
00:07:42,490 --> 00:07:43,350
选择共事哈

259
00:07:43,350 --> 00:07:44,709
选择发展

260
00:07:44,709 --> 00:07:47,490
宁愿把你的价值观和正确的价值观放第一位

261
00:07:47,490 --> 00:07:49,629
不要跟任何的价值观不一致

262
00:07:49,629 --> 00:07:50,970
人多聊多聊一句话

263
00:07:50,970 --> 00:07:53,838
就每个人的命运呢都是他价值观的影射

264
00:07:53,838 --> 00:07:54,759
他是这种人

265
00:07:54,759 --> 00:07:56,658
所以得到了这种结果哈

266
00:07:56,658 --> 00:07:57,879
他得到这种结果

267
00:07:57,879 --> 00:08:00,889
意味着他大概率呢有也是这种人啊

268
00:08:00,889 --> 00:08:02,170
这个世界呢很公平啊

269
00:08:02,170 --> 00:08:03,759
这个世界呢也不公平

270
00:08:03,759 --> 00:08:07,500
但是呢大概率呢从长期来看他是公平的对吧

271
00:08:07,500 --> 00:08:10,180
每个人一次次的选择成就了他的现在

272
00:08:10,180 --> 00:08:14,920
所以说如果今天呢你哈靠底层爬出来

273
00:08:14,920 --> 00:08:18,939
我觉得哈就是一定要反复的思考自己的过去啊

274
00:08:18,939 --> 00:08:21,040
不要啊被过去拉下水

275
00:08:21,040 --> 00:08:22,480
就像一个螃蟹一样

276
00:08:22,480 --> 00:08:24,300
你好不容易爬出来盆子对吧

277
00:08:24,300 --> 00:08:26,779
下面还有一堆啊想拖你下水的螃蟹

278
00:08:26,779 --> 00:08:27,709
毫不犹豫的

279
00:08:27,709 --> 00:08:29,649
哪怕砍断自己的手脚

280
00:08:29,649 --> 00:08:31,709
也得毫不犹豫放弃啊

281
00:08:31,709 --> 00:08:32,830
这个呢也给大家讲

282
00:08:32,830 --> 00:08:34,480
就是看待历史

283
00:08:34,480 --> 00:08:35,220
看待未来

284
00:08:35,220 --> 00:08:36,419
我们要用数据说话

285
00:08:36,419 --> 00:08:37,740
而不是要感受是吧

286
00:08:37,740 --> 00:08:40,389
这个世界上靠感受增加90%

287
00:08:40,389 --> 00:08:41,110
靠数据

288
00:08:41,110 --> 00:08:42,190
靠真理啊

289
00:08:42,190 --> 00:08:43,950
靠逻辑的只有1%到五对吧

290
00:08:43,950 --> 00:08:45,230
这就是为什么啊

291
00:08:45,230 --> 00:08:47,639
三星啊到今天在中国大陆哈

292
00:08:47,639 --> 00:08:48,860
手机已经不卖了

293
00:08:48,860 --> 00:08:50,649
销量依然是全球第一啊

294
00:08:50,649 --> 00:08:51,889
再看一下谷歌是吧

295
00:08:51,889 --> 00:08:54,529
在大陆销售了依然是全球第一啊

296
00:08:54,529 --> 00:08:57,080
谷歌的话市值已经将近5万亿了是吧

297
00:08:57,080 --> 00:09:00,500
从去年34月份我大声喊配置配置配置

298
00:09:00,500 --> 00:09:02,750
现在谷歌已经翻倍了是吧

299
00:09:04,629 --> 00:09:06,590
可以看我过去所有的视频对吧

300
00:09:06,590 --> 00:09:09,379
包括亚马逊好

301
00:09:09,379 --> 00:09:10,820
现在只做美国市场啊

302
00:09:10,820 --> 00:09:13,679
只做中国以外市场也是全球第一大电商公司

303
00:09:13,679 --> 00:09:15,000
市值的话不断新高

304
00:09:15,000 --> 00:09:16,460
再反观我们的中概啊

305
00:09:16,460 --> 00:09:17,259
无论拼多多啊

306
00:09:17,259 --> 00:09:18,450
无论阿里啊

307
00:09:18,450 --> 00:09:19,450
无论是腾讯啊

308
00:09:19,450 --> 00:09:20,110
都喋喋不休

309
00:09:20,110 --> 00:09:22,149
唯品会都成了烟蒂股

310
00:09:22,149 --> 00:09:24,129
为什么同样做互联网是吧

311
00:09:24,129 --> 00:09:27,169
有的公司就啊就不断的创新高啊

312
00:09:27,169 --> 00:09:29,330
有的公司呢就不断的创新低呢

313
00:09:29,330 --> 00:09:33,070
实际上啊我们讲哈有可能是公司的问题

314
00:09:33,070 --> 00:09:35,610
但是大概率呢不完全是公司的问题

315
00:09:35,610 --> 00:09:39,220
所以兄弟们啊能够听懂啊

316
00:09:39,220 --> 00:09:40,500
其实就非常好啊

317
00:09:40,500 --> 00:09:42,559
现在的话不能讲美股了

318
00:09:42,559 --> 00:09:44,909
对不能这个分享探讨美股了

319
00:09:44,909 --> 00:09:45,990
其实那是个好事啊

320
00:09:45,990 --> 00:09:46,830
对我来讲哈

321
00:09:46,830 --> 00:09:51,129
我终于可以啊探讨我最喜欢的哈就是创业哈

322
00:09:51,129 --> 00:09:54,230
还有这个公司的哈逻辑啊

323
00:09:54,230 --> 00:09:56,779
还有这个啊自己喜欢的估值啊

324
00:09:56,779 --> 00:09:58,379
还有喜欢的财报分析啊

325
00:09:58,379 --> 00:10:00,259
我也不用被别人给哈干扰

326
00:10:00,259 --> 00:10:01,899
说因为你听了你的啊

327
00:10:01,899 --> 00:10:02,500
跌了啊

328
00:10:02,500 --> 00:10:03,700
听了你的怎么怎么样

329
00:10:03,700 --> 00:10:05,580
嘿嘿各位很开心啊

330
00:10:05,580 --> 00:10:07,059
今天又是创新高啊

331
00:10:07,059 --> 00:10:08,360
非常感谢兄弟们啊

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