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一切看由隔夜的美股呢是出现了
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00:00:03,540 --> 00:00:06,738
三大指数齐刷刷的微调
3
00:00:06,738 --> 00:00:08,659
道指跌0.63
4
00:00:08,659 --> 00:00:12,189
金融指数是暴跌1.4%
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00:00:12,189 --> 00:00:14,150
今天的日韩也是微调了
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00:00:14,150 --> 00:00:15,730
日本跌1.05%
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韩国跌0.95%
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新加坡跌0.71%
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一切看由不由110
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纽约原油95N1
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上海游628
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整体今天是调整式
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恒指是跌1.18%
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恒科跌1.19%
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微调了港股调整
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我们也是调整
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基本上是这么一个状态
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今天跟大家说一下一个交易所的数据
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1月份新开户数548
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2月份
21
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276
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3月份
23
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4994月份
24
00:00:50,500 --> 00:00:51,628
269
25
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4月份
26
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269里面就是基金19万股票
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249环比减45%
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整个累计2026年是是0.159亿户
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累计总数是4.3534
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我们从新开户数的跌宕起伏
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00:01:12,569 --> 00:01:15,370
也可以感知整个市场的热度
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00:01:15,370 --> 00:01:15,909
4月份
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虽然这个全球股市
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都是一个大回升的这么一个阶段
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但新开户数少了45%
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00:01:24,040 --> 00:01:26,739
这个也是耐人寻味的了
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00:01:26,739 --> 00:01:30,920
金开户数是非常重要的风向标信号弹
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因为整个资金的来源就是要看靠新的投资者
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那我们观察哪个新开开户数最多
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1月份是创了一个新高
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3月份也是不错的
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4月份就急剧的下降
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这个是我们观察市场热度要多个维度
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指数上涨是一回事
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有没有新进来的投资者
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这个也是后续的力量的重要的变化
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直接掉了45%
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我觉得还是要对这个行情
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我们要有一个非常清醒的判断
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这是我们今天给大家讲的
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00:02:08,960 --> 00:02:11,759
当然主要还是看外围市场
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港股今天调整也是我们要注意的
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当然港股的这个调整我们还可以密切观察
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因为他从2086年的1月29日
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2万8056点
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调整到86年的3月23日
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2万4003
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基本上就调整就结束了
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现在回升的过程回升到昨天升到26669
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现在回来一点
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港股这个调整调了半天
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还有2万6
63
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2万6
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26310
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恒科呢也也是这样
66
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还是算一个强调整
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只是可能会受到一些震荡了
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因为日韩还有美都步入了一个震荡区
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因为确实是太厉害了
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太牛了
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全球调整
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00:02:55,579 --> 00:02:59,699
以费城半导体昨天是跌了2.72%
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当然这个是25天
74
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涨了超过50%
75
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这样的一个下行也是一个正常的
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需要一个冷静了
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整体调整
78
00:03:07,689 --> 00:03:10,229
日韩新加坡
79
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越南标普200
80
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澳洲都是陷入了调整
81
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现在有一个新的观点
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按道理股油不能够起涨的
83
00:03:20,919 --> 00:03:25,308
前一段时间股油同涨的这种格局是很罕见的
84
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在市场调整的时候
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有一些板块也不要完全丢掉信心
86
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最近开会开多了
87
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还是声音有点杂
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我们看港股
89
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它虽然是调整
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但银行没有调了
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这个算啥呢
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也就是此消彼长
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央企今天是稳住了
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是理性面对调整吧
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因为涨的也比较厉害了
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还告诉大家一个很好玩的客户
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提议出钱海力士买光刻机建生产线
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嘿嘿嘿嘿嘿
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一般都是客户嘛
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谁是专家
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肯定是厂家
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是专家是吧
103
00:04:00,310 --> 00:04:02,629
但是现在的这个客户
104
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全球多家大型科技公司
105
00:04:05,079 --> 00:04:06,899
正以罕见的方式
106
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向韩国储存芯片巨头海力士发起攻势
107
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主动提出出资参与新的生产线建设
108
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甚至愿意出钱帮其购买光刻机设备
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嘿出钱买机器建生产线
110
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一般都是厂家根据自己的需求买设备
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建生产线
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跟客户没有关系
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客户只是关心什么时候拿到货是吧
114
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呃这个多少钱
115
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现在是拿不到
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就我跟你见
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这个是闻所未闻
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世界变了
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这个叫娇阿泰生宅
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俗话是吧
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嘿嘿嘿
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也不知道对不对
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反正就是世界真奇妙
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这是我这个小书给大家分享的内容
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很多人因为拿到书的百万分之一
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我们跟这个大家分享一下
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再见啊
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大招也只有你在CONSTALL
129
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Only time
130
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I'm gonna be alright
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oh oh oh oh oh oh oh very good里
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Oh oh oh
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I love
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I want my super star is sincerity in the shine