1
00:00:00,740 --> 00:00:02,020
各位好哼哼
2
00:00:02,020 --> 00:00:03,859
最近事情比较多
3
00:00:03,859 --> 00:00:05,459
声音有点沙了
4
00:00:05,459 --> 00:00:07,080
还是蛮尽力的
5
00:00:07,080 --> 00:00:10,320
第一个有一个观点挺有意思的
6
00:00:10,320 --> 00:00:13,119
历史的裁决始终如一
7
00:00:13,119 --> 00:00:16,059
大胆冒进者从未获胜
8
00:00:16,059 --> 00:00:19,699
赢家往往是最有耐心的一方
9
00:00:19,699 --> 00:00:23,510
在对峙中承受痛苦的能力
10
00:00:23,510 --> 00:00:27,859
往往比施加痛苦的能力更为重要
11
00:00:27,859 --> 00:00:29,420
这个观点我倒是同意了
12
00:00:29,420 --> 00:00:31,250
最重要的是韧性
13
00:00:31,250 --> 00:00:32,770
韧性韧性
14
00:00:32,770 --> 00:00:34,630
因为很多人是一锤子买卖的
15
00:00:34,630 --> 00:00:35,590
他没有韧性
16
00:00:35,590 --> 00:00:37,270
嘣的一下一拳打过去
17
00:00:37,270 --> 00:00:37,789
赢就赢
18
00:00:37,789 --> 00:00:38,369
输就输
19
00:00:38,369 --> 00:00:39,570
但是他没有韧性
20
00:00:39,570 --> 00:00:40,850
这个往往是不行的
21
00:00:40,850 --> 00:00:42,649
央视新闻报道
22
00:00:42,649 --> 00:00:44,869
我们一切的消息都来自于央视
23
00:00:44,869 --> 00:00:47,130
美国中央司令部发表声明
24
00:00:47,130 --> 00:00:47,829
称
25
00:00:47,829 --> 00:00:53,289
将于美国东部时间4月13日上午十时起
26
00:00:53,289 --> 00:00:57,929
对所有进出伊朗港口的海上交通实施封锁
27
00:00:57,929 --> 00:00:59,929
还有一个观点蛮有意思的
28
00:00:59,929 --> 00:01:02,768
控制霍尔木兹海峡的一方就是赢家
29
00:01:02,768 --> 00:01:04,608
但是很多东西都有个
30
00:01:04,608 --> 00:01:07,879
但是其实他的重点不是前面那一句是
31
00:01:07,879 --> 00:01:08,579
但是这一句
32
00:01:08,579 --> 00:01:10,159
所以前面的不用听就听
33
00:01:10,159 --> 00:01:14,840
但是但是但是历史上从未有任何一方
34
00:01:14,840 --> 00:01:20,180
单靠封锁或夺取关键航运咽喉点
35
00:01:20,579 --> 00:01:22,939
实现其战略目标
36
00:01:22,939 --> 00:01:26,459
这个蛮重要历史我们回忆一下历史
37
00:01:26,459 --> 00:01:29,510
1956年苏伊士运河危机
38
00:01:29,510 --> 00:01:33,390
二战中日本对马六甲海峡的控制
39
00:01:33,670 --> 00:01:37,370
还有1980年的海伦战争
40
00:01:37,370 --> 00:01:42,870
没有任何一方仅凭封锁或占领关键海峡
41
00:01:42,870 --> 00:01:44,959
就实现了战略目标
42
00:01:44,959 --> 00:01:46,859
确实这个观点我也同意了
43
00:01:46,859 --> 00:01:47,959
咽喉要点
44
00:01:47,959 --> 00:01:52,260
危机的胜者不是控制地理位置的一方
45
00:01:52,260 --> 00:01:53,659
这个很有意思啊
46
00:01:53,659 --> 00:01:54,939
就是控制了地理位置
47
00:01:54,939 --> 00:01:56,629
它不一定是胜利的
48
00:01:56,629 --> 00:01:59,950
也不是拥有最强海军的一方
49
00:01:59,950 --> 00:02:01,170
这也蛮重要
50
00:02:01,170 --> 00:02:04,329
胜者是那个最善于管理升级动态
51
00:02:05,370 --> 00:02:10,840
并争取到或至少获得依赖这条水道的大国
52
00:02:10,840 --> 00:02:12,360
默许的一方
53
00:02:12,360 --> 00:02:13,979
确实还比较微妙的
54
00:02:13,979 --> 00:02:16,419
历史的裁决词终如一
55
00:02:16,419 --> 00:02:18,930
大胆冒进者从未获胜
56
00:02:18,930 --> 00:02:21,689
赢家永远是最有耐心的一方
57
00:02:21,689 --> 00:02:24,189
这个报告呢哎也直言呐
58
00:02:24,189 --> 00:02:26,509
每一个历史先例都表明
59
00:02:26,509 --> 00:02:29,939
单靠军事力量不会产生这一结果
60
00:02:29,939 --> 00:02:33,219
问题只在于世界要承受多少代价
61
00:02:33,219 --> 00:02:36,030
才能让各方回到谈判桌
62
00:02:36,030 --> 00:02:38,629
历史说那是唯一的终点
63
00:02:38,629 --> 00:02:40,090
确实我觉得还是谈判了
64
00:02:40,090 --> 00:02:41,490
这有一个报告
65
00:02:41,490 --> 00:02:45,650
就是我们呃分析一个报告的一个观点
66
00:02:45,650 --> 00:02:46,889
还是有意思的
67
00:02:46,889 --> 00:02:48,110
值得啊
68
00:02:48,110 --> 00:02:50,349
研究的是这个观点是要谈判
69
00:02:50,349 --> 00:02:52,849
嘿虽然这个道理很浅显
70
00:02:52,849 --> 00:02:55,500
但是呃还是深刻的
71
00:02:56,539 --> 00:02:59,050
其实很多东西呢道理谁都知道
72
00:02:59,050 --> 00:03:00,610
当时能够指出来
73
00:03:00,610 --> 00:03:01,409
这不简单啊
74
00:03:02,229 --> 00:03:03,430
谁不知道谈判呢
75
00:03:03,430 --> 00:03:06,288
当然谈判才是最终的唯一终点
76
00:03:06,288 --> 00:03:07,729
我觉得还是对的
77
00:03:07,729 --> 00:03:08,669
最终还是谈判
78
00:03:08,669 --> 00:03:09,449
打了半天
79
00:03:09,449 --> 00:03:11,349
没什么好打的是吧
80
00:03:11,349 --> 00:03:12,469
弹一下比较好
81
00:03:12,469 --> 00:03:14,150
只不过刚开始谈一下
82
00:03:14,150 --> 00:03:15,830
破裂了没关系
83
00:03:15,830 --> 00:03:16,349
接着弹呢
84
00:03:16,349 --> 00:03:16,870
还两周
85
00:03:16,870 --> 00:03:17,750
第一天就谈成功
86
00:03:17,750 --> 00:03:18,650
为什么要设两周
87
00:03:18,650 --> 00:03:19,530
就这个道理
88
00:03:19,530 --> 00:03:24,150
所以我们对第一天谈判失败没有关系的啦是吧
89
00:03:24,150 --> 00:03:25,870
十点钟10.03分
90
00:03:25,870 --> 00:03:28,250
布油涨到101.88
91
00:03:28,250 --> 00:03:31,250
日本因为出来这个信息之后
92
00:03:32,250 --> 00:03:34,180
美国还没开盘呢
93
00:03:34,180 --> 00:03:36,520
日本暴跌0.81%
94
00:03:36,520 --> 00:03:38,300
韩国暴跌0.79%
95
00:03:38,300 --> 00:03:40,159
新加坡暴跌0.28%
96
00:03:40,159 --> 00:03:41,159
这个没跌多少
97
00:03:41,159 --> 00:03:45,460
我们看看欧元区的斯特克五零期货
98
00:03:45,460 --> 00:03:46,840
暴跌板1.28
99
00:03:46,840 --> 00:03:49,819
美股三大股指期货暴跌0.76%
100
00:03:49,819 --> 00:03:52,360
到0.8%之间有点收窄
101
00:03:52,360 --> 00:03:56,139
一度业期美股的业绩暴跌1.4%左右
102
00:03:56,139 --> 00:03:56,900
收窄了
103
00:03:56,900 --> 00:03:59,000
港股反应还是比较大的
104
00:03:59,000 --> 00:04:01,159
暴跌1.35%
105
00:04:01,159 --> 00:04:04,500
恒科是暴跌1.07%
106
00:04:04,500 --> 00:04:08,719
现在回来了回来了回来了回来一点了
107
00:04:08,919 --> 00:04:09,280
呃
108
00:04:09,280 --> 00:04:10,580
我觉得没有必要恐慌了
109
00:04:10,580 --> 00:04:13,199
就像这个消息刚出的时候
110
00:04:13,199 --> 00:04:15,740
我分析的时候分析的一样
111
00:04:15,740 --> 00:04:17,779
其实前瞻才是价值
112
00:04:17,779 --> 00:04:19,949
要预测才是价值
113
00:04:19,949 --> 00:04:21,149
很多人就不敢预测
114
00:04:21,149 --> 00:04:22,370
消息出来之后
115
00:04:22,370 --> 00:04:23,350
我们预测
116
00:04:23,350 --> 00:04:24,649
因为是两周谈判
117
00:04:24,649 --> 00:04:27,019
第一天谈判失败很正常是吧
118
00:04:27,019 --> 00:04:28,660
哪有第一天就谈成的
119
00:04:28,660 --> 00:04:29,579
那为什么要设两周
120
00:04:29,579 --> 00:04:31,019
那不为什么不设两个小时
121
00:04:31,019 --> 00:04:31,899
两个小时谈不完
122
00:04:31,899 --> 00:04:32,500
我们就开战
123
00:04:32,500 --> 00:04:33,379
他为什么不这样干
124
00:04:33,379 --> 00:04:35,060
因为谈不成两个小时
125
00:04:35,060 --> 00:04:35,980
同志们
126
00:04:35,980 --> 00:04:37,279
你们知道吧
127
00:04:37,279 --> 00:04:39,120
一方发言都要两个小时
128
00:04:39,120 --> 00:04:40,759
再到另外一个发言两个小时
129
00:04:41,540 --> 00:04:42,680
四个小时就过去了
130
00:04:42,680 --> 00:04:44,829
哈哈你说谈啥啊
131
00:04:44,829 --> 00:04:46,370
两个小时是谈不了东西的
132
00:04:46,370 --> 00:04:47,930
可能很多人没有经过谈判
133
00:04:47,930 --> 00:04:49,269
他不是街上买菜啊
134
00:04:49,269 --> 00:04:50,009
一个说两毛
135
00:04:50,009 --> 00:04:50,810
一个说一分
136
00:04:50,810 --> 00:04:53,120
那最后是一毛就谈成了
137
00:04:53,120 --> 00:04:54,658
他不是买菜
138
00:04:54,899 --> 00:04:55,978
一个300人
139
00:04:55,978 --> 00:04:58,699
一个71人的这样的一个庞大代表团
140
00:04:58,699 --> 00:05:00,379
不要说每个人发言一次
141
00:05:00,379 --> 00:05:03,839
那个主谈判官发言都要呵呵
142
00:05:03,839 --> 00:05:06,120
我不知道大家谈谈判过没有
143
00:05:06,279 --> 00:05:07,560
我觉得是要很长时间
144
00:05:07,560 --> 00:05:11,879
呵呵所以第一次失败没关系
145
00:05:11,879 --> 00:05:13,680
再接着来呗是吧
146
00:05:13,680 --> 00:05:15,980
反正两边都要谈的咯
147
00:05:15,980 --> 00:05:17,420
一个打也打了
148
00:05:17,420 --> 00:05:18,079
炸也炸了
149
00:05:18,079 --> 00:05:19,360
我要弹了是吧
150
00:05:19,360 --> 00:05:21,339
那就是要弹他另外一个挨打的
151
00:05:21,339 --> 00:05:22,319
这个挨也挨了
152
00:05:22,319 --> 00:05:23,720
这个打也打了
153
00:05:23,720 --> 00:05:25,199
炸的也差不多了
154
00:05:25,199 --> 00:05:27,180
再嫁下去就到学校了是吧
155
00:05:27,180 --> 00:05:28,899
那我觉得还是谈一谈
156
00:05:28,899 --> 00:05:31,639
因为谈判前两边都宣布重大胜利了
157
00:05:31,639 --> 00:05:32,800
自己是赢了是吧
158
00:05:32,800 --> 00:05:34,759
那边说谈谈成谈不成
159
00:05:34,759 --> 00:05:35,740
都是我们赢了
160
00:05:35,740 --> 00:05:37,379
那边说反正就是赢
161
00:05:37,379 --> 00:05:38,160
两边都是赢
162
00:05:38,160 --> 00:05:39,319
到底谁赢也不知道
163
00:05:39,319 --> 00:05:41,860
但是我觉得吧还是会谈成的
164
00:05:41,860 --> 00:05:44,959
因为你看现在最高点是119付邮啊
165
00:05:44,959 --> 00:05:47,220
现在反弹也就101没有关系
166
00:05:47,220 --> 00:05:50,029
这是谈判过程里面的反复
167
00:05:50,029 --> 00:05:53,970
我觉得我们还是有韧性的
168
00:05:53,970 --> 00:05:56,209
外围暴跌保持韧性
169
00:05:56,209 --> 00:05:57,620
保持韧性
170
00:05:57,620 --> 00:06:00,980
因为很多人没有理解我的分析逻辑
171
00:06:00,980 --> 00:06:01,500
分析方法
172
00:06:01,500 --> 00:06:02,060
分析框架
173
00:06:02,060 --> 00:06:05,819
我们就有这个小说给大家分享书中的内容
174
00:06:05,819 --> 00:06:07,178
怎么样判断市场的
175
00:06:07,178 --> 00:06:09,350
因为很多人看视频还看不太懂
176
00:06:09,350 --> 00:06:11,910
要拿一本书来看
177
00:06:11,910 --> 00:06:13,670
而且不要买盗版的嘛
178
00:06:14,810 --> 00:06:17,000
买股票要买好股
179
00:06:17,319 --> 00:06:18,519
买盗版书
180
00:06:18,519 --> 00:06:21,240
那就这个养成这个习惯
181
00:06:21,240 --> 00:06:23,300
就买股票买不了好股啊
182
00:06:23,300 --> 00:06:25,339
书就是拿书也要打正版
183
00:06:25,339 --> 00:06:25,680
书
184
00:06:25,680 --> 00:06:27,199
橱窗里就是正版
185
00:06:27,199 --> 00:06:29,759
很多人买那个一看就是盗版啊
186
00:06:29,759 --> 00:06:30,699
再见