它下了血本了，大家小心。【2026-05-20】

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哈喽大家好

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欢迎回到阳光财经

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我是sunny

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今天是2026年5月20号星期三

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骗子最近下了血本了

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FACEBOOK出现了冒充我老李美投和多位财经博主的AI

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数字人诈骗广告

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以假乱真

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邀请大家加入学习群

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这样的群通常会引导到老千股空气币

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买入后将血本无归

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如果误入黑交易平台

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入金的钱是肉包子

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打狗了

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取不出来的AI可以用一张照片生成视频

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声音也完全一样

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拿来克隆公众人物是非常轻松的

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我今天刚刚刷到高晓松发的一篇微博

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说他亲舅舅买了一颗高晓松大力丸

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吃完还挺管用的

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高晓松听了惊诧极了

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哭笑不得

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说高晓松啥时候卖大力丸了

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AI数字人太像了

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连自己的舅舅也上当了

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伯克希尔今年的年会就展示了巴菲特的数字人

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一模一样

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教育大家在AI时代不要上当啊

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这件事挺麻烦的

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毕竟我没有办法通知到所有人

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肯定会有人上当的

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如果大家碰到来路不明的假博主

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一定要到油管找真的博主确认一下

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咱们炒真正的美股

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多数情况下是能赚点钱

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亏也亏不了全部

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但误入了骗局啊

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吃人是不吐骨头的

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今天标普指数上涨79.36点

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涨幅1.08%

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结束了三连阴

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大盘强势整理

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跌也没有跌多少

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从中期角度来看

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仍然是上涨波浪中的一段

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从短线的角度啊

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则不是非常明朗

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需要一段时间才能看出趋势来

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我猜测啊可能会进入震荡横盘一阵子

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毕竟上涨角度过于陡峭

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需要休息一下

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等待长期均线上来降低一下乖离率

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纳斯达克指数今天上涨了399.65点

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涨幅1.5%

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四是短线下跌三天后的反弹

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今天的小阳线收复了短期均线

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5日线

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10日线又全部拿下来了

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美股猜顶是很难的

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它随时震荡震荡

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说不定又创新高啦

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今天油价回落

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布伦特原油跌到88美元左右

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川普表示

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美伊谈判已经进入最后阶段

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由于谈判或许有达成协议的希望

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油价应声下跌

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今年夏天美国人面临一加仑五美元的油价

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出门公路旅行的成本是几年来最高的水平

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有一篇文章推测

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今年美国人夏天出游将多花240亿美元

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下半年美国将进入中期选举

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共和党如果丢掉一些席位

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很多政策将更难通过

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所以虽然中期选举不是选总统

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但对总统意义重大

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那么按川普的说法

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谈判进入最后阶段似乎出现曙光

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原油与美股不同

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原油对战争并不脱敏

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是战是和对油价波动的影响是立竿见影

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美股则不一定反应时局的变化

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对战争已经有所免疫

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既然油价下跌

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美债收益率也就回落

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今天30年期

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美债收益率回到了5.12%的水平

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那也还是超过了5%的关键位置

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高盛的一个报告认为

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决定美股能否承受利率压力的关键

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不只是收益率多少

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而更多的取决于利率上升的速度

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如果无风险利率慢慢的涨

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股市慢慢接受

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或许还能适应

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那如果是突然飙升

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股市就会受到惊吓而大跌

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高盛预测债券的利率也差不多

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就这样啦

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很有吸引力啦

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未来一年内将会逐步回落到4%左右

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纯属芯片公司赚钱太多

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韩国的海力士员工奖金高的离谱

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能拿年薪六倍的奖金啊

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这导致三星电子的员工眼红

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要求拿出公司营业利润的15%作为奖金

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今天消息面先是说三星公会谈判破裂

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达成初步薪资协议

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对美股四只存储股是利好

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他们正好高价卖货赚钱

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所以谈判失败的消息一度刺激了存储股的股价

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不过最后三星工会达成协议

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营业利润的12%拿出来分

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三星还提出了用股票来支付绩效

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设定锁定期

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员工不能立刻套现

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现在存储股升值大家都喜欢

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所以这个方案就初步达成了啊

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所以美股的存储股就没有那么利好啦

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在SPACEX即将IPO之际

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太空数据中心被认为是SPACEX的潜力业务之一

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但是马斯克在太空探索领域的老对手贝索斯

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今天说

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太空数据中心短期难了

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贝索斯的蓝色起源和SPACEX的业务有一定的重合

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双方都在争取NASA的登月合同

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都有卫星

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互联网算是竞争对手

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贝索斯现在说

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将数据中心搬到太空是非常现实的方向

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但真正落地需要的时间可能会很长

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有时候我就在想

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地球上还有非常多人迹罕至的地方

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要太阳能

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有太阳能

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要风有风

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要天气寒冷

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快速散热的地方也是数不尽

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何必要急于搬到太空呢

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贝索斯说了

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制约的因素其实就是成本

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能源成本高

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火箭发射成本也需要进一步降低

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贝索斯的亚马逊不是大笔投资

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AI市场担心泡沫吗

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贝索斯表示无需担忧

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很多投资最终都会被证明是非常健康的

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盘后全球瞩目的英伟达财报公布

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盘后股价波动率完全低于预期

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不知道明天交易时段会不会来一波大的

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刚刚发布的一季报

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业绩又是非常优秀

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总营收816.2亿

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远超华尔街预期的791亿突破

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并且大超800亿大关

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这个营业收入超出了我昨天视频中的预期的

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800亿

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很多调整后的每股收益是1.87美元

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超过了预期

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数据中心的营业收入是752亿

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同比增长92%

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超过预期

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毛利率略低于预期

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预期是75%

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但公布的是74.9%

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对于二季度预期

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英伟达预计营收将达到910亿美元

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高于市场的平均预期

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868亿美元

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仍将保持非常强劲的环比增长率

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并且没有计算中国收入

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因为H200芯片到底能卖去中国不能并不确定

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所以还没有算进去

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没有算就已经非常厉害了

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AI增长曲线仍保持陡峭

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公司宣布800亿美元的股票回购额度

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并且季度股息从一美分提高到了25美分

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财报没有什么问题

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但是股价仍晃晃悠悠的

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有点下跌

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不过似乎没有期权市场预期的6.3%

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大波动

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期权定价太高啦

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做期权的人可能会被低波动给亏

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到今天盘中

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我在我的公开账户中卖出了REDIT30股

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剩下38股

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这是计划中的交易

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卖出的原因是账上现金实在太少了

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一旦碰到股市回调

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就完全没有子弹

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这会错失抄底的机会

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卖出ready

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还有一个原因

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这支股我最早买了100股

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后来卖出38股

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拿回了全部的本金

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剩下的本质上全是利润啊

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今天算是兑现利润

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卖出后账上的现金也只有5000

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都不到3%

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仓位还有97%呢

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收盘截图净值是21.5万

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但今天除了REDIT

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其他个股都是上涨的

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至于想卖出的高通

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我还没有最终下决心卖

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昨天有观众评论说

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前几个星期大盘指数迭创新高

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不获利出场

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这会儿市场回调

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个股折损

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财思入袋为安

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似乎有些迟到

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那要再加上今天的操作啊

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观众又要说啦

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还有啊

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你这REDIS200多不卖

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100多倒是卖出了

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卖出还不全部清仓

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卖一半留一半的是什么意思呢

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REDIS是一个社交平台

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美国版贴吧

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问个问题

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网友会热心的回答

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00:09:06,099 --> 00:09:09,158
最近一个季度广告收入也是大幅增长

227
00:09:09,158 --> 00:09:11,519
但是200多亿的市值

228
00:09:11,519 --> 00:09:13,659
曾经最高有400多亿

229
00:09:13,659 --> 00:09:15,919
那个时候我就觉得差不多啦

230
00:09:15,919 --> 00:09:18,580
因为马斯克买twitter400多亿

231
00:09:18,580 --> 00:09:20,889
ready di很难超过这个价值

232
00:09:20,889 --> 00:09:23,090
最近图形也没有趋势

233
00:09:23,090 --> 00:09:26,309
正好我有回笼现金再涨目标的计划

234
00:09:26,309 --> 00:09:29,730
顺手清一清获利的个股就这么办了

235
00:09:29,730 --> 00:09:31,970
剩下38股无关痛痒

236
00:09:31,970 --> 00:09:33,909
不论涨跌都是利润

237
00:09:33,909 --> 00:09:37,139
留一些也是为了对冲一下手气

238
00:09:37,139 --> 00:09:39,539
买入后总是先亏一阵子

239
00:09:39,539 --> 00:09:41,879
卖出后总是会涨一下子

240
00:09:41,879 --> 00:09:44,620
让人觉得运气怎么老是这么差呢

241
00:09:44,620 --> 00:09:47,320
啊那其实这个也是正常啊

242
00:09:47,320 --> 00:09:50,000
我相信每一个人都有相同的经历

243
00:09:50,000 --> 00:09:51,419
买的股不涨

244
00:09:51,419 --> 00:09:52,860
卖出的狂涨

245
00:09:52,860 --> 00:09:54,799
唉气都气死

246
00:09:54,799 --> 00:09:58,019
曾经我就买过TGT塔吉特

247
00:09:58,019 --> 00:10:00,840
去年年末说要什么税损收割

248
00:10:00,840 --> 00:10:03,068
把COSTCO换成了TGT

249
00:10:03,068 --> 00:10:06,308
本来嘛计划1月底再换回COSTCO

250
00:10:06,308 --> 00:10:07,948
后来改变了主意

251
00:10:07,948 --> 00:10:09,208
不买零售啦

252
00:10:09,208 --> 00:10:13,710
换成买了高通target股票不如沃尔玛和COSTCO

253
00:10:13,710 --> 00:10:15,669
但也是小有上涨

254
00:10:15,669 --> 00:10:17,909
如果1月份没有卖出target

255
00:10:17,909 --> 00:10:20,549
那这只股也是盈利状态了

256
00:10:20,549 --> 00:10:23,250
所以卖出要非常的小心

257
00:10:23,250 --> 00:10:25,309
除了交税是确定的

258
00:10:25,309 --> 00:10:27,409
踏空也是经常发生

259
00:10:27,409 --> 00:10:28,970
计划卖出高通

260
00:10:28,970 --> 00:10:31,029
原因也是为了回笼钱

261
00:10:31,029 --> 00:10:32,639
再找别的目标

262
00:10:32,639 --> 00:10:35,879
但是呢我也担心和之前卖出的股票一样

263
00:10:35,879 --> 00:10:37,299
卖了就大涨

264
00:10:37,299 --> 00:10:39,159
比如AAMD啊

265
00:10:39,159 --> 00:10:42,159
昨天啊有两条评论代表了不少人的想法

266
00:10:42,159 --> 00:10:44,720
认为我一卖高通就会大涨

267
00:10:44,720 --> 00:10:46,578
这两条是这么说的

268
00:10:46,578 --> 00:10:48,359
三菱要卖高通的吗

269
00:10:48,359 --> 00:10:49,379
赶紧卖

270
00:10:49,379 --> 00:10:50,798
你卖完才能涨

271
00:10:50,798 --> 00:10:52,309
跟AMD一样

272
00:10:52,309 --> 00:10:54,149
支持阳光卖掉高通

273
00:10:56,068 --> 00:10:57,428
高通估值低

274
00:10:57,428 --> 00:10:59,889
在半导体板块中涨得少

275
00:10:59,889 --> 00:11:02,049
它也有涉及AI数据中心

276
00:11:02,049 --> 00:11:04,110
只是之前市场一直在担心

277
00:11:04,110 --> 00:11:07,429
苹果自己研发基带芯片替代高通

278
00:11:07,429 --> 00:11:10,049
5年来高通宽幅震荡

279
00:11:10,049 --> 00:11:11,509
股性捉摸不透

280
00:11:11,509 --> 00:11:12,980
像一匹野马

281
00:11:12,980 --> 00:11:14,759
如果实在判断不了

282
00:11:14,759 --> 00:11:16,340
我可能也会卖一半

283
00:11:16,340 --> 00:11:17,179
留一半

284
00:11:17,179 --> 00:11:19,659
涨了跌了都不后悔

285
00:11:19,659 --> 00:11:24,149
最近有一只资产管理公司发行了个十巨头ETF

286
00:11:26,129 --> 00:11:28,429
Tutor capital magnificent ten

287
00:11:28,429 --> 00:11:31,428
ETF加了三支高科技股

288
00:11:31,428 --> 00:11:35,799
这三支分别是AAMD博通和POTR

289
00:11:35,799 --> 00:11:38,539
实际上等SPACEX上市

290
00:11:38,539 --> 00:11:40,879
甚至OpenAI也上市后

291
00:11:40,879 --> 00:11:44,169
美股前十的个股的排位可能还得变化

292
00:11:50,769 --> 00:11:52,779
还想扩大一些思路

293
00:11:52,779 --> 00:11:56,860
而那些进入名单的个股也是散户可以关注的

294
00:11:56,860 --> 00:12:00,970
有观众要求点评一下台积电TSM啊

295
00:12:00,970 --> 00:12:04,049
考虑到英伟达营收还将保持强劲增长

296
00:12:04,049 --> 00:12:08,089
半导体板块大量订单最终都是台积电代工

297
00:12:08,089 --> 00:12:09,528
作为行业上游

298
00:12:09,528 --> 00:12:10,639
业绩不愁

299
00:12:10,639 --> 00:12:13,960
目前半导体芯片行业高景气周期

300
00:12:13,960 --> 00:12:16,159
台积电正在主升浪当中

301
00:12:16,159 --> 00:12:18,849
预计还会保持良好的上升势头

302
00:12:18,849 --> 00:12:22,708
市场分析的文章和视频可能会担心股市太高

303
00:12:22,708 --> 00:12:24,679
涨多了都会恐高

304
00:12:24,679 --> 00:12:26,919
昨天有一个评论有点意思

305
00:12:26,919 --> 00:12:28,480
跟大家分享一下

306
00:12:28,480 --> 00:12:30,500
感觉大事不妙

307
00:12:30,500 --> 00:12:32,759
上周五全部获利清仓

308
00:12:32,759 --> 00:12:34,759
可是忍不住手痒

309
00:12:34,759 --> 00:12:37,080
这两天又不断进场被套

310
00:12:37,080 --> 00:12:38,580
我算明白了

311
00:12:38,580 --> 00:12:41,940
被套着比空等着更能让人安心

312
00:12:41,940 --> 00:12:43,620
说一下我的观点啊

313
00:12:43,620 --> 00:12:46,639
我认为美股的主要方向是上涨的

314
00:12:46,639 --> 00:12:48,509
空仓很容易踏空

315
00:12:48,509 --> 00:12:51,590
巴菲特最近3年卖出了大仓位的苹果

316
00:12:51,590 --> 00:12:52,789
美国银行等

317
00:12:52,789 --> 00:12:55,100
估计少赚了大几百亿美元

318
00:12:55,100 --> 00:12:56,820
这个是股神所为

319
00:12:56,820 --> 00:12:58,580
投资人没有意见

320
00:12:58,580 --> 00:13:01,960
要是小年轻基金经理如此踏空

321
00:13:01,960 --> 00:13:04,269
肯定得被下岗啊

322
00:13:04,470 --> 00:13:05,889
股神都能踏空

323
00:13:05,889 --> 00:13:09,120
可见持币观望的风险也是很大的

324
00:13:09,120 --> 00:13:11,120
好今天的节目就分享到这里

325
00:13:11,120 --> 00:13:12,059
感谢大家收看

326
00:13:12,059 --> 00:13:13,940
我们下期节目再见拜拜

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