【Financial Education】寻找下一个AMD或美光：被市场嫌弃的牛股在哪？

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大家看看这个女士们先生们

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今天AMD股票又上涨了三万美元

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恭喜现在观看此视频的AMD投资者

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这一波行情真是惊人

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仅公开市场就有九百零八万美元

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我一直在关注我的AMD股份

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简直难以置信

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再次恭喜

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祝贺所有观众

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如果你是微盘股票

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也恭喜你

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看看这只股票

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上涨了七百六十四个百分点

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堪称传奇行情

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仅仅过去一年

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没错

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呃

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我的一位好朋友

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这是他多年的最大投资

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他在过去一年通过MU股票赚取了改变人生的财富

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我今天在这里查看了这个

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顺便说一句

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我一整天都在为你们准备这个视频

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这将是一期深入探讨重要主题的优质视频

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但刚才我查看了这个

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看看这些芯片相关公司

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它们正在主导股市

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就目前市值最大公司而言

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英伟达是当之无愧的领头羊

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市值超过五万亿美元

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然后还有台积电

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这些芯片的制造者

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看看它们的股价

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现在市值一千亿美元

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博通市值已突破两万亿美元

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三星是纯粹的芯片业务

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如果你想知道

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三星为何有如此高市值

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并非来自智能手机

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也不是靠卖洗衣机和烘干机

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好的

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主要来自他们的芯片业务和存储业务

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市值一千二百七十亿美元

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现在成为全球第十一大的公司

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美光是另一家大型存储芯片公司

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市值九百零五亿美元

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SK海力士现为全球第十五大公司

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市值九百零四亿美元

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AMD位列第十八大，市值七百六十四亿美元

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英特尔现居第十九位，市值六百四十亿美元

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并且你们有ASML，制造那些用于生产所有这些芯片的机器对吧

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这家公司估值达6200亿美元

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你必须扪心自问

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这可持续吗对吧

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这些芯片公司还能继续运转吗

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或者你知道的

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在最大涨幅中，所有都将属于芯片公司

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这变得非常有趣

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没错

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今天我将讨论的两个核心主题

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好的

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第一个主题

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我们必须深入探讨

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我们现在正处于股市崩盘中

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无人意识到这一点

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因为你看标普500指数

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创历史新高

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纳斯达克

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也创历史新高对吧

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大家都在谈论AMD

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美光半导体

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这些疯狂上涨的股票

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没错

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所以大家都在关注这些

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但当你深入分析

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你会发现

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天啊

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我们实际上正经历股市崩盘

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这一切将如何发展

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在这段视频中

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我将详细阐述未来一到两年的股市走势

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资金将如何轮动

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我们将在视频中探讨所有这些

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好的

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接下来第二个主题是

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未来一到两年的下一只AMD或美光

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如果回溯一年或两年

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没错，美光、AMD

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顺便说一句

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女士们先生们

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我差点忘了说

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这是我的首个视频

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在全新办公室录制

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在新居所

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刚搬入这个周末

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这将成为历史

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你正在观看首个视频

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看啊

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最终促成这一切的因素

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啊，我的天啊

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我这把漂亮的椅子

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最终造访了那栋五百万美元的房子

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女士们先生们，各位觉得如何

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好的

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但AMD的微架构

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这些股票曾被极度厌恶

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就在一年前

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在这个时候

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大家都在嘲笑它们

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没错

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垃圾股

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他们以前总拿它们开玩笑

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日复一日

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每次我提到AMD

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你知道如果我提到微架构

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没人关心AMD的事对吧

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如果我提到AMD

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去年这种情况很多

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大家总爱取笑它对吧

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先进金钱粉碎机和先进资金毁灭者

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他们给这股票起的各种名字

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这支股票啊

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现在哪些股票

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人们最讨厌

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现在没人关注这些

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别让我碰那些股票

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这些股票未来一两年

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从现在起

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还有那些涨幅惊人的股票

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大家都在关注

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他们就说

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等等，怎么回事

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这简直是绝佳机会

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我也会在视频中分享这些股票

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这肯定会是个爆款视频

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我只需要你们做一件事

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只做一件事就像车库里的标语说的

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请狠狠点个赞

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这就是我需要的

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差点忘了这个标语

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这是旧房子最后带的东西

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另外

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我突然意识到

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哦，糟了

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我得拿回我的标语

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我的幸运符

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快点个赞吧

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记得订阅频道

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感谢大家的到来

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此外，如果您想申请加入私人小组

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获取所有我的课程大纲权限

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访问我的私人Discord频道

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获得专属视频的聊天权限

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获取千倍股票资源

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获取交易策略的.com权限

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我正在制作所有优质内容

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查看下方固定评论

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点击该失效链接

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我们上周收到了超过270份申请

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需求非常高

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嗯

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如果您现在申请

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我们可以评估是否适合您

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可能在本周末前完成

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好的

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这就是下方的固定评论

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加入我们的社群后

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我们将寄送您的专属会员卡

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千倍卡和私人股票群卡

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如果您选择终身加入

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您将获得黑卡权限

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您无法看到这个

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好的

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各位注意

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现在我们进入第一个主题

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呃

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股市正处于崩盘阶段

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没人真正意识到这一点

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我在说什么呢，看这里

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如果您查看AMD股票

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看起来这是史上最牛的股市

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股价一年上涨320%

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过去一年内

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如果您只关注AMD

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仅看这一只股票

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比如

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股市有史以来最辉煌

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股价达500美元

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创历史新高

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纳斯达克指数

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创历史新高

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股价暴涨320%

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史上最牛的股市

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您将获得美光科技股票

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股价774美元

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过去一年涨幅4.4%

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史上最牛的股市

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比如美光科技

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股价达811美元

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你马上要翻我的煎饼

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你们见过吗

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在微盘期权上是否需要支付溢价

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即使几个月后

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比如

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当我们谈论

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人们为购买

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甚至一千美元

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甚至几个月后的十三百美元行权价

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我简直震惊了

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我们周末在看这个

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我问人们为什么愿意出这么高的价

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比如

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人们预期微盘行情至少未来数月持续

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这可不是

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哦

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今天就结束了

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或者类似的情况对吧

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台积电tsm

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这通常被视为半导体领域的稳定公司

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没错

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上涨116%

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过去一年股价上涨

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台积电表示

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这是有史以来最好的股市

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同样磁盘

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天啊

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这就是烟雾弹

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这不是闹着玩的

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确实如此

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三千

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上涨737%

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过去一年股价飙升

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简直荒谬

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我说过这是最棒的股市对吧

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好吧

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我们看看这些数据

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天啊

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这股市太惊人了

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太美妙了对吧

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现实是

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如果看标普三千指数

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即美股三千只最大股票

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我们会发现有趣现象

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标普三千指数37%跌破30%

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从历史高点回落

246
00:06:56,389 --> 00:07:00,110
超过三分之一处于崩盘

247
00:07:00,110 --> 00:07:01,189
如果你持有股票

248
00:07:01,189 --> 00:07:03,930
下跌超30%即算崩盘

249
00:07:03,930 --> 00:07:08,439
因此标普三千指数超三分之一股票

250
00:07:08,439 --> 00:07:09,939
这涉及超过一千只股票

251
00:07:09,939 --> 00:07:13,980
现在市场正在暴跌

252
00:07:13,980 --> 00:07:19,860
如果对罗素三千指数进行更深入的数学分析

253
00:07:19,860 --> 00:07:26,339
其中65%的股票已从历史高点下跌超过两位数百分比

254
00:07:26,339 --> 00:07:27,620
这确实很显著

255
00:07:28,620 --> 00:07:31,160
如果你身处真正强劲的股市

256
00:07:31,160 --> 00:07:33,139
你会发现

257
00:07:33,139 --> 00:07:37,220
罗素三千指数中80%以上的股票

258
00:07:37,220 --> 00:07:37,860
或者在

259
00:07:37,860 --> 00:07:39,819
距离历史高点仅10%左右

260
00:07:39,819 --> 00:07:40,699
大概这样的水平

261
00:07:40,699 --> 00:07:42,589
这才是真正的强劲股市

262
00:07:42,589 --> 00:07:47,129
当罗素三千指数65%的股票下跌两位数百分比时

263
00:07:47,129 --> 00:07:48,670
这不是强劲的股市

264
00:07:48,670 --> 00:07:52,490
这是少数股票表现优异的市场

265
00:07:52,490 --> 00:07:54,149
这对他们来说是最好的股市

266
00:07:54,149 --> 00:07:56,829
而其余大部分表现相当糟糕

267
00:07:56,829 --> 00:08:02,668
罗素三千指数37%的股票陷入暴跌

268
00:08:02,668 --> 00:08:04,069
这不是强劲的股市

269
00:08:04,069 --> 00:08:04,968
这就是这样的股市

270
00:08:04,968 --> 00:08:08,540
由少数最大型公司支撑

271
00:08:08,540 --> 00:08:10,879
现在这些半导体公司越来越多

272
00:08:10,879 --> 00:08:12,740
比如英伟达、AMD

273
00:08:12,740 --> 00:08:14,259
美光、台积电

274
00:08:14,259 --> 00:08:16,560
这些股票正在支撑整个市场

275
00:08:16,560 --> 00:08:20,800
没错，短期资金都在涌入

276
00:08:20,800 --> 00:08:23,639
所有资金都流向这些半导体股票

277
00:08:23,639 --> 00:08:26,600
如果有人说我要买入标普500

278
00:08:26,600 --> 00:08:28,240
我要买入纳斯达克100指数

279
00:08:28,240 --> 00:08:31,959
大量资金正在流向

280
00:08:31,959 --> 00:08:34,309
这些半导体公司

281
00:08:34,309 --> 00:08:36,110
因为它们已成为最大权重股

282
00:08:36,110 --> 00:08:39,250
因此大量资金涌入这些股票

283
00:08:39,250 --> 00:08:44,539
同时人们也在买入半导体相关ETF

284
00:08:44,539 --> 00:08:47,850
并购买这些公司的杠杆ETF

285
00:08:47,850 --> 00:08:49,269
为什么不去做呢

286
00:08:49,269 --> 00:08:50,409
如果能赚8%到10%

287
00:08:50,409 --> 00:08:50,769
12%

288
00:08:50,769 --> 00:08:51,929
15%每天

289
00:08:51,929 --> 00:08:52,409
没错

290
00:08:52,409 --> 00:08:54,210
这就是短期操作策略

291
00:08:54,210 --> 00:08:56,659
直到它不再有效为止

292
00:08:56,659 --> 00:08:57,940
但目前来看

293
00:08:57,940 --> 00:08:58,940
这就是当前行情

294
00:08:58,940 --> 00:09:03,120
但现实是这不是最好的股市

295
00:09:03,120 --> 00:09:06,919
由少数巨头支撑的市场

296
00:09:06,919 --> 00:09:09,340
其余大部分表现极差

297
00:09:09,340 --> 00:09:11,440
看看Trade Desk股票

298
00:09:11,440 --> 00:09:13,740
最近因财报登上新闻

299
00:09:13,740 --> 00:09:16,480
Trade Desk曾是市场最热门股票之一

300
00:09:16,480 --> 00:09:17,360
几年前

301
00:09:17,360 --> 00:09:18,899
看看这只股票

302
00:09:18,899 --> 00:09:22,529
过去一年上涨了71%

303
00:09:22,529 --> 00:09:24,710
如果你想交易桌面td

304
00:09:24,710 --> 00:09:27,490
这看起来是你见过最糟糕的股市

305
00:09:27,490 --> 00:09:28,440
不是吗

306
00:09:28,440 --> 00:09:29,000
现在

307
00:09:29,000 --> 00:09:30,399
看看像Bath & Body Works这样的股票

308
00:09:30,399 --> 00:09:31,159
他们卖肥皂

309
00:09:31,159 --> 00:09:31,639
蜡烛

310
00:09:31,639 --> 00:09:32,159
乳液

311
00:09:32,159 --> 00:09:33,200
这类产品对吧

312
00:09:33,200 --> 00:09:36,429
这只股票过去一年下跌42%

313
00:09:36,429 --> 00:09:38,470
这看起来不像最好的股市对吧

314
00:09:38,470 --> 00:09:42,330
我们有一家广告相关公司业绩惨淡

315
00:09:42,330 --> 00:09:43,049
非常惨淡

316
00:09:43,049 --> 00:09:45,090
过去一年下跌71%

317
00:09:45,090 --> 00:09:48,309
这家肥皂蜡烛公司下跌42%

318
00:09:48,309 --> 00:09:52,269
我们还有Meta从历史高点下跌20%

319
00:09:52,269 --> 00:09:55,578
他们上季度营收增长3.3%

320
00:09:55,578 --> 00:09:57,698
但仍从历史高点下跌20%

321
00:09:57,698 --> 00:10:01,399
估值并不算特别高，市盈率之类的

322
00:10:01,399 --> 00:10:02,320
所以啊

323
00:10:02,320 --> 00:10:03,659
它表现糟糕透顶

324
00:10:03,659 --> 00:10:05,200
作为一只股票来说对吧

325
00:10:05,200 --> 00:10:06,240
ServiceNow

326
00:10:06,240 --> 00:10:07,600
全球最好的公司之一

327
00:10:07,600 --> 00:10:09,220
全球最佳商业模式之一

328
00:10:09,220 --> 00:10:12,970
过去一年下跌5.5%

329
00:10:12,970 --> 00:10:17,990
Five Nine确实如此，关于PayPal

330
00:10:17,990 --> 00:10:18,470
你知道的

331
00:10:18,470 --> 00:10:20,610
现在我们明显有社交媒体

332
00:10:20,610 --> 00:10:22,139
我们有Sask

333
00:10:22,139 --> 00:10:25,659
现在我们有支付相关公司PayPal

334
00:10:25,659 --> 00:10:27,840
过去一年下跌8%

335
00:10:27,840 --> 00:10:28,779
对于这家公司来说

336
00:10:28,779 --> 00:10:29,840
涵盖所有不同领域

337
00:10:29,840 --> 00:10:31,000
所有不同行业

338
00:10:31,000 --> 00:10:31,519
并非

339
00:10:31,519 --> 00:10:33,500
只是某个领域表现差

340
00:10:33,500 --> 00:10:34,320
不是不是不是

341
00:10:34,320 --> 00:10:35,940
无数领域表现极差

342
00:10:35,940 --> 00:10:36,440
对吧

343
00:10:36,440 --> 00:10:40,690
Adobe股票过去一年下跌3.8%

344
00:10:41,409 --> 00:10:47,009
高端家具公司暴跌42%

345
00:10:47,009 --> 00:10:48,269
记住这只股票的历史高点

346
00:10:48,269 --> 00:10:50,799
超过700美元

347
00:10:50,799 --> 00:10:53,740
今天股价仅130美元

348
00:10:53,740 --> 00:10:59,289
Nike股票过去一年下跌32%

349
00:10:59,289 --> 00:10:59,590
对吧

350
00:10:59,590 --> 00:11:01,710
听起来是42美元

351
00:11:01,710 --> 00:11:04,690
我觉得今天要给大家展示一些非常有趣的东西

352
00:11:04,690 --> 00:11:05,490
非常有趣

353
00:11:05,490 --> 00:11:06,839
你们准备好听这个了吗

354
00:11:07,198 --> 00:11:09,958
我想向你们展示耐克所谓的竞争对手

355
00:11:09,958 --> 00:11:10,619
因为你们可能会想

356
00:11:10,619 --> 00:11:11,839
也许这只是耐克的问题

357
00:11:11,839 --> 00:11:13,438
也许其他人都在卖鞋

358
00:11:13,438 --> 00:11:16,639
而那些相关产品和商品都表现很好

359
00:11:16,639 --> 00:11:19,360
耐克德克公司股价下跌了2%

360
00:11:19,360 --> 00:11:21,279
过去一年下跌5%

361
00:11:21,279 --> 00:11:22,940
昂纳股价下跌3%

362
00:11:22,940 --> 00:11:24,919
过去一年下跌3.4%

363
00:11:24,919 --> 00:11:26,860
这是耐克的两大竞争对手

364
00:11:26,860 --> 00:11:30,580
人们会发现它们长期来看并非真正对手

365
00:11:30,580 --> 00:11:31,259
不过暂且不论这个

366
00:11:31,259 --> 00:11:33,259
我不想被这个话题带偏

367
00:11:33,259 --> 00:11:36,419
装甲公司股价过去五年下跌超70%

368
00:11:36,419 --> 00:11:39,889
目前每股仅5.88美元

369
00:11:39,889 --> 00:11:40,690
在此时此刻

370
00:11:40,690 --> 00:11:43,730
露露乐檬曾是几年前的热门股票

371
00:11:43,730 --> 00:11:45,330
该股过去一年下跌5.7%

372
00:11:45,330 --> 00:11:48,080
过去一年下跌5.7%

373
00:11:48,080 --> 00:11:52,159
所有消费相关股票都陷入困境

374
00:11:52,159 --> 00:11:52,799
现在

375
00:11:52,799 --> 00:11:54,480
已经六尺深了

376
00:11:54,480 --> 00:11:55,720
他们正在填土覆盖

377
00:11:55,720 --> 00:11:57,039
这些股票终将复苏

378
00:11:57,039 --> 00:11:58,059
不过并非全部

379
00:11:58,059 --> 00:12:00,299
但少数股票会复苏

380
00:12:00,299 --> 00:12:02,620
未来将迎来大涨

381
00:12:02,620 --> 00:12:03,879
Celsius Holdings

382
00:12:03,879 --> 00:12:04,600
Celsius

383
00:12:04,600 --> 00:12:06,039
我们说的是一家能量饮料公司

384
00:12:06,039 --> 00:12:06,639
没错

385
00:12:06,639 --> 00:12:08,049
我的意思是

386
00:12:08,049 --> 00:12:09,110
它们确实是唯一的选择

387
00:12:09,110 --> 00:12:11,210
你可以投资这个能量饮料领域

388
00:12:11,210 --> 00:12:12,029
除了怪兽公司

389
00:12:12,029 --> 00:12:14,980
过去一年下跌20%

390
00:12:14,980 --> 00:12:15,480
今日股价

391
00:12:15,480 --> 00:12:17,399
现在30美元一股就能入手

392
00:12:17,399 --> 00:12:18,549
Him股票

393
00:12:18,549 --> 00:12:21,169
此时此刻已是完全不同行业

394
00:12:21,169 --> 00:12:22,409
我说的是远程医疗

395
00:12:22,409 --> 00:12:23,629
这只股票过去一年下跌4.7%

396
00:12:23,629 --> 00:12:26,250
过去一年下跌4.7%

397
00:12:26,250 --> 00:12:31,169
惠而浦家电公司过去一年下跌52%

398
00:12:31,169 --> 00:12:31,450
今年

399
00:12:31,450 --> 00:12:34,529
现在只生产存储芯片，不再做洗衣机、干衣机和微波炉

400
00:12:34,529 --> 00:12:35,250
这些优质的东西

401
00:12:35,250 --> 00:12:36,389
没错，你知道的

402
00:12:36,389 --> 00:12:37,490
惠而浦的疯狂之处

403
00:12:37,490 --> 00:12:41,389
这家公司的股价正越来越接近金融危机时期的低点

404
00:12:41,389 --> 00:12:44,860
这就是惠而浦股价被重挫的程度

405
00:12:44,860 --> 00:12:46,740
对了，顺便说他们刚发布了指引

406
00:12:46,740 --> 00:12:48,559
他们仍预计今年能盈利

407
00:12:48,559 --> 00:12:49,879
比如谈到每股三美元

408
00:12:49,879 --> 00:12:52,100
如果不是超过三美元的每股收益

409
00:12:52,100 --> 00:12:53,820
但这没关系啊

410
00:12:53,820 --> 00:12:54,799
看看这个

411
00:12:54,799 --> 00:12:55,759
这只股票

412
00:12:55,759 --> 00:12:56,600
你知道吗

413
00:12:56,600 --> 00:12:57,059
一月份

414
00:12:57,059 --> 00:13:00,230
2009年曾涨到29美元

415
00:13:00,230 --> 00:13:02,190
惠而浦又要经历几周下跌

416
00:13:02,190 --> 00:13:04,669
你会跌到29美元左右，这就是这只股票

417
00:13:04,669 --> 00:13:05,269
我正在看这个

418
00:13:05,269 --> 00:13:07,330
我得赶紧入手这只股票

419
00:13:07,330 --> 00:13:08,840
因为我说真的

420
00:13:08,840 --> 00:13:10,120
正接近金融危机低点

421
00:13:10,120 --> 00:13:12,120
当前估值相当诱人

422
00:13:12,120 --> 00:13:12,620
没错

423
00:13:12,620 --> 00:13:13,519
罗宾汉

424
00:13:13,519 --> 00:13:16,328
显然是一家优秀公司，持续创新

425
00:13:16,328 --> 00:13:18,688
过去一年股价下跌30%

426
00:13:18,688 --> 00:13:20,288
顺便说我不用罗宾汉平台

427
00:13:20,288 --> 00:13:21,149
但你知道的

428
00:13:21,149 --> 00:13:22,379
你无法否认事实是

429
00:13:22,379 --> 00:13:24,440
这家公司建立了惊人的资产负债表

430
00:13:24,440 --> 00:13:25,460
一份惊人的利润表

431
00:13:25,460 --> 00:13:26,659
他们始终在前进

432
00:13:26,659 --> 00:13:28,700
推出新产品和服务

433
00:13:28,700 --> 00:13:29,860
有时可能存疑

434
00:13:29,860 --> 00:13:31,200
但故事的核心是

435
00:13:31,200 --> 00:13:32,860
他们依然赚钱

436
00:13:32,860 --> 00:13:33,799
30%

437
00:13:33,799 --> 00:13:34,740
今年以来

438
00:13:34,740 --> 00:13:36,960
这是30%的年度涨幅

439
00:13:36,960 --> 00:13:38,740
我们还没过完半年

440
00:13:38,740 --> 00:13:40,578
对了Fubo

441
00:13:40,578 --> 00:13:41,619
天啊

442
00:13:41,619 --> 00:13:42,239
Fubo

443
00:13:42,239 --> 00:13:43,298
我得喝口水

444
00:13:43,298 --> 00:13:44,578
嗯

445
00:13:44,578 --> 00:13:46,318
我需要喝点什么

446
00:13:46,318 --> 00:13:48,809
过去一年下跌71%

447
00:13:48,809 --> 00:13:50,889
他们的财务状况最佳

448
00:13:50,889 --> 00:13:52,230
他们刚公布财报

449
00:13:52,230 --> 00:13:53,929
看看他们的利润表和资产负债表

450
00:13:53,929 --> 00:13:56,029
就像它从未如此健康过

451
00:13:56,029 --> 00:13:57,279
这有关系吗

452
00:13:57,279 --> 00:13:59,080
短期内无关紧要

453
00:13:59,080 --> 00:14:01,080
下跌71%

454
00:14:01,080 --> 00:14:02,899
这家股票在过去一年的表现

455
00:14:02,899 --> 00:14:04,578
所以是科技公司

456
00:14:04,578 --> 00:14:05,298
还能做些什么

457
00:14:05,298 --> 00:14:06,038
所以我该怎么做

458
00:14:06,038 --> 00:14:06,499
我的意思是

459
00:14:06,499 --> 00:14:07,438
这些数字令人惊叹

460
00:14:07,438 --> 00:14:08,678
增长速度惊人

461
00:14:08,678 --> 00:14:10,219
会员数量在持续吸引

462
00:14:10,219 --> 00:14:10,798
这很明显

463
00:14:10,798 --> 00:14:17,009
索菲未来十年将成为银行业相关领域的金融巨头

464
00:14:17,009 --> 00:14:18,919
只要不破产就行

465
00:14:18,919 --> 00:14:19,799
安托万注意到了

466
00:14:19,799 --> 00:14:22,679
这会让公司面临风险，整个世界都是他们的

467
00:14:22,679 --> 00:14:23,759
在未来十年

468
00:14:23,759 --> 00:14:24,960
现在是否重要

469
00:14:24,960 --> 00:14:27,279
不，下跌39%

470
00:14:27,279 --> 00:14:28,860
今年以来

471
00:14:28,860 --> 00:14:31,139
索菲今年以来的表现

472
00:14:31,139 --> 00:14:32,679
16美元

473
00:14:32,679 --> 00:14:34,600
股价高点约32美元

474
00:14:34,600 --> 00:14:35,379
所以它

475
00:14:35,379 --> 00:14:36,120
它已经暴跌

476
00:14:36,120 --> 00:14:37,100
这是否50%

477
00:14:37,100 --> 00:14:39,639
尽管股市处于历史高点

478
00:14:39,639 --> 00:14:40,350
没错

479
00:14:40,350 --> 00:14:43,110
艾尔芙美妆下跌26%

480
00:14:43,110 --> 00:14:46,629
艾尔芙美妆今日创历史新高200美元

481
00:14:46,629 --> 00:14:47,850
它55美元

482
00:14:47,850 --> 00:14:50,250
他们是全球最激动人心的美妆公司

483
00:14:50,250 --> 00:14:52,370
世界上值得投资的公司

484
00:14:52,370 --> 00:14:53,899
现在不重要

485
00:14:53,899 --> 00:14:54,419
不

486
00:14:54,419 --> 00:14:55,279
没人想要所以我

487
00:14:55,279 --> 00:14:56,360
艾尔芙下架了

488
00:14:56,360 --> 00:14:56,799
没错

489
00:14:56,799 --> 00:14:59,980
没人想要这只股票与产品无关

490
00:14:59,980 --> 00:15:01,909
品牌的发展道路

491
00:15:01,909 --> 00:15:03,830
这些都不重要现在

492
00:15:03,830 --> 00:15:05,490
人们根本不需要

493
00:15:05,490 --> 00:15:07,710
过去一年下跌26%

494
00:15:07,710 --> 00:15:11,360
下跌70%左右

495
00:15:11,360 --> 00:15:12,620
从历史高点

496
00:15:12,620 --> 00:15:14,688
残酷的美元树

497
00:15:14,688 --> 00:15:15,369
看看这个

498
00:15:15,369 --> 00:15:17,708
连折扣店也没喘息之机

499
00:15:17,708 --> 00:15:18,869
美元树股价下跌

500
00:15:18,869 --> 00:15:20,249
百分之二十七

501
00:15:20,249 --> 00:15:21,028
今年以来

502
00:15:21,028 --> 00:15:22,919
今年以来

503
00:15:23,440 --> 00:15:24,080
难以置信

504
00:15:24,080 --> 00:15:24,700
没错

505
00:15:24,700 --> 00:15:25,480
简直太惊人了

506
00:15:25,480 --> 00:15:27,139
我刚刚带你回顾了一遍，我们刚分析过

507
00:15:27,139 --> 00:15:28,200
你知道这本来就是不同的情况

508
00:15:28,200 --> 00:15:30,580
如果我只是展示一个行业或一个领域

509
00:15:30,580 --> 00:15:33,649
我只是向你展示了众多公司的表现

510
00:15:33,649 --> 00:15:35,929
我要对所有观看的观众说

511
00:15:35,929 --> 00:15:38,090
你们应该都认识这些公司吧

512
00:15:38,090 --> 00:15:39,970
这些可不是什么隐藏的股票

513
00:15:39,970 --> 00:15:43,500
其中大部分都是知名品牌的大公司

514
00:15:43,500 --> 00:15:45,259
你可以在实体店找到它们

515
00:15:45,259 --> 00:15:47,139
或者你在互联网上使用它们

516
00:15:47,139 --> 00:15:48,860
而这些公司所使用的各种产品

517
00:15:48,860 --> 00:15:51,750
但股价却遭受重创

518
00:15:51,750 --> 00:15:54,789
有些股票却是过去十年最优秀的投资标的

519
00:15:54,789 --> 00:15:57,399
过去十年、十五年甚至二十年

520
00:15:57,399 --> 00:15:59,320
但它们现在却屡遭厄运

521
00:15:59,320 --> 00:15:59,679
没错

522
00:15:59,679 --> 00:16:02,960
这只是当前市场的一个小例证

523
00:16:02,960 --> 00:16:05,100
如今股市的现实情况

524
00:16:05,100 --> 00:16:06,139
没错

525
00:16:06,139 --> 00:16:08,679
如今的股市非常类似于经济形势

526
00:16:08,679 --> 00:16:10,279
没错，经济形势

527
00:16:10,279 --> 00:16:11,340
他们经常讨论这个问题

528
00:16:11,340 --> 00:16:13,339
如果你处于收入顶端

529
00:16:13,339 --> 00:16:16,599
你是收入最高的三分之一人群

530
00:16:16,599 --> 00:16:18,828
你是最富有的三分之一群体

531
00:16:18,828 --> 00:16:20,089
你过得比任何时候都好

532
00:16:20,089 --> 00:16:21,869
对你来说正是好时机

533
00:16:21,869 --> 00:16:26,080
但如果你处于底层三分之二

534
00:16:26,080 --> 00:16:27,779
生活举步维艰

535
00:16:27,779 --> 00:16:30,480
正努力挣扎着维持生计

536
00:16:30,480 --> 00:16:32,279
这就是股市现状

537
00:16:32,279 --> 00:16:33,759
如今的股市

538
00:16:33,759 --> 00:16:34,840
三分之一的股票

539
00:16:34,840 --> 00:16:35,240
大致而言

540
00:16:35,240 --> 00:16:36,200
我们可以说是三三开

541
00:16:36,200 --> 00:16:37,039
我标注了三五开

542
00:16:37,039 --> 00:16:38,740
但通常说是三三开

543
00:16:38,740 --> 00:16:40,899
对它们来说正是黄金时代

544
00:16:40,899 --> 00:16:41,700
卡特彼勒

545
00:16:41,700 --> 00:16:43,279
我认为这些股票接近历史新高

546
00:16:43,279 --> 00:16:44,299
因为它们需要

547
00:16:44,299 --> 00:16:46,600
需要大量卡特彼勒基建设备

548
00:16:46,600 --> 00:16:50,049
比如制造数据中心所需的机器

549
00:16:50,049 --> 00:16:50,370
没错

550
00:16:50,370 --> 00:16:51,730
所以任何与之相关的内容

551
00:16:51,730 --> 00:16:53,049
这些股票就像有史以来

552
00:16:53,049 --> 00:16:54,330
股价表现远超以往

553
00:16:54,330 --> 00:16:56,759
利润飙升

554
00:16:56,759 --> 00:16:59,000
但随后三分之二的股市

555
00:16:59,000 --> 00:17:00,580
所以我们说是大约67%

556
00:17:00,580 --> 00:17:02,779
这糟糕透了

557
00:17:03,779 --> 00:17:05,079
这很有趣对吧

558
00:17:05,079 --> 00:17:06,220
非常非常有趣

559
00:17:06,220 --> 00:17:07,319
那里到底发生了什么

560
00:17:07,319 --> 00:17:09,180
而这是所有观众需要了解的

561
00:17:09,180 --> 00:17:10,240
现在

562
00:17:10,240 --> 00:17:12,279
你必须做出决定

563
00:17:12,279 --> 00:17:14,559
在这一生中你将属于3-5%

564
00:17:14,559 --> 00:17:16,220
你将成为65%的一部分

565
00:17:16,220 --> 00:17:17,440
我们称之为3-3%

566
00:17:17,440 --> 00:17:19,239
你属于67%的群体

567
00:17:19,239 --> 00:17:20,319
你必须做出选择

568
00:17:20,319 --> 00:17:23,279
我十八岁时就发现了这个

569
00:17:23,279 --> 00:17:24,359
你将成为其中一员

570
00:17:24,359 --> 00:17:25,779
你将成为这一部分

571
00:17:25,779 --> 00:17:27,319
我必须努力奋斗

572
00:17:27,319 --> 00:17:32,130
我最初加入这个群体

573
00:17:32,130 --> 00:17:32,809
接下来你就会发现

574
00:17:32,809 --> 00:17:34,079
我一下子就跃升了

575
00:17:34,079 --> 00:17:36,059
你需要赚很多钱

576
00:17:36,059 --> 00:17:37,559
需要投入大量资金

577
00:17:37,559 --> 00:17:38,440
赚很多钱

578
00:17:38,440 --> 00:17:39,380
投入大量资金

579
00:17:39,380 --> 00:17:40,099
积累财富

580
00:17:40,099 --> 00:17:40,660
积累财富

581
00:17:40,660 --> 00:17:43,069
积累财富对吧而且

582
00:17:43,390 --> 00:17:44,150
保持专注

583
00:17:44,150 --> 00:17:45,190
专注于这个游戏

584
00:17:45,190 --> 00:17:48,799
没错你会震惊于现在能达成的成就

585
00:17:48,799 --> 00:17:50,559
我的猜测是这一切会如何发展

586
00:17:50,559 --> 00:17:51,079
我们

587
00:17:51,079 --> 00:17:51,599
你知道的

588
00:17:51,599 --> 00:17:52,779
半导体股票飞涨

589
00:17:52,779 --> 00:17:54,200
三分之一的市场表现惊人

590
00:17:54,200 --> 00:17:56,220
其余市场表现糟糕

591
00:17:56,220 --> 00:17:57,559
这一切会如何发展

592
00:17:57,559 --> 00:18:00,019
这是我对此的看法

593
00:18:00,019 --> 00:18:00,220
好吧

594
00:18:00,220 --> 00:18:01,420
听着

595
00:18:01,779 --> 00:18:06,059
半导体行业今年或至少明年将崛起

596
00:18:06,059 --> 00:18:07,579
依我之见

597
00:18:07,579 --> 00:18:09,480
这些股票势头强劲

598
00:18:09,480 --> 00:18:12,910
最终势头会停止

599
00:18:12,910 --> 00:18:16,569
可能在今年或最迟明年

600
00:18:17,199 --> 00:18:21,598
然后其中一个将开始缓慢旋转进入整个股市

601
00:18:21,598 --> 00:18:24,559
因为你打算卖出你的AMD

602
00:18:24,559 --> 00:18:25,680
你的英伟达

603
00:18:25,680 --> 00:18:26,619
你的台积电

604
00:18:26,619 --> 00:18:27,380
你的美光科技

605
00:18:27,380 --> 00:18:28,099
随便哪个都行

606
00:18:28,099 --> 00:18:30,960
假设美光股价涨到每股1200美元

607
00:18:30,960 --> 00:18:31,500
有人会说

608
00:18:31,500 --> 00:18:31,700
你知道的

609
00:18:31,700 --> 00:18:32,779
什么情况

610
00:18:32,779 --> 00:18:33,259
我没事

611
00:18:33,259 --> 00:18:33,819
我退出了

612
00:18:33,819 --> 00:18:35,119
假设有人今天这样做

613
00:18:35,119 --> 00:18:36,099
现在是800美元左右

614
00:18:36,099 --> 00:18:37,490
我退出了对吧

615
00:18:37,490 --> 00:18:40,349
这笔钱不会在现金中停留太久

616
00:18:40,349 --> 00:18:44,200
资金将流入其他股票

617
00:18:44,200 --> 00:18:46,559
没错，这笔钱将流入其他股票

618
00:18:46,559 --> 00:18:49,480
这就是我们要在这里看到的走势

619
00:18:49,480 --> 00:18:51,420
接下来还会发生什么

620
00:18:51,420 --> 00:18:54,798
在我看来，团队最终会冷静下来

621
00:18:54,798 --> 00:18:55,338
对吧

622
00:18:55,338 --> 00:18:55,759
嗯

623
00:18:55,759 --> 00:18:57,038
这段时间真是疯狂

624
00:18:57,038 --> 00:18:59,950
显然伴随着关税和其他问题

625
00:18:59,950 --> 00:19:02,210
然后伊朗局势的发展

626
00:19:02,210 --> 00:19:03,710
油价飙升了

627
00:19:03,710 --> 00:19:05,230
接连不断的问题

628
00:19:05,230 --> 00:19:06,990
我猜团队会冷静下来

629
00:19:06,990 --> 00:19:11,509
有巨额资金基本处于观望状态

630
00:19:11,509 --> 00:19:12,910
我们可以这么说

631
00:19:13,470 --> 00:19:14,390
八万亿美元

632
00:19:14,390 --> 00:19:16,490
随着局势缓和

633
00:19:16,490 --> 00:19:17,849
这些资金将逐渐回流

634
00:19:17,849 --> 00:19:19,549
进入股市

635
00:19:19,549 --> 00:19:22,029
我的猜测是当这些人入场时

636
00:19:22,029 --> 00:19:25,490
他们会寻找非半导体相关领域

637
00:19:25,490 --> 00:19:28,450
因为大家都觉得这是大泡沫

638
00:19:28,450 --> 00:19:30,200
没错，这就是核心观点

639
00:19:30,200 --> 00:19:30,960
人们感觉

640
00:19:30,960 --> 00:19:31,160
哦

641
00:19:31,160 --> 00:19:31,859
这肯定是泡沫

642
00:19:31,859 --> 00:19:32,859
他们并不理解

643
00:19:32,859 --> 00:19:34,880
这些公司有实际业绩支撑

644
00:19:34,880 --> 00:19:35,440
没错

645
00:19:35,440 --> 00:19:36,700
AMD、美光科技

646
00:19:36,700 --> 00:19:38,180
这些公司业绩强劲

647
00:19:38,180 --> 00:19:38,980
他们的盈利惊人

648
00:19:38,980 --> 00:19:42,009
业绩持续增长且扩张迅猛

649
00:19:42,009 --> 00:19:44,730
不过人们仍觉得这是泡沫

650
00:19:44,730 --> 00:19:46,089
所有这些事情都是正确的

651
00:19:46,089 --> 00:19:49,890
现在备受厌恶的那些股票

652
00:19:49,890 --> 00:19:51,509
在未来一到两年内

653
00:19:51,509 --> 00:19:53,089
这些股票将会被追捧

654
00:19:53,089 --> 00:19:54,930
我们即将马上分析这些

655
00:19:54,930 --> 00:19:56,750
这就是我看到的走势

656
00:19:56,750 --> 00:20:00,990
而那些现在炙手可热的股票

657
00:20:00,990 --> 00:20:03,630
如果我们谈论两三年后

658
00:20:03,630 --> 00:20:05,869
你会看到这些股票停滞不前

659
00:20:05,869 --> 00:20:08,130
或者已经开始下跌趋势

660
00:20:08,130 --> 00:20:11,349
所以你知道我是AMD的大股东

661
00:20:11,349 --> 00:20:12,930
而我真心希望AMD的

662
00:20:12,930 --> 00:20:16,690
能够永远大幅增长利润

663
00:20:16,690 --> 00:20:17,950
但我们知道这不是现实

664
00:20:17,950 --> 00:20:18,690
对吧

665
00:20:18,690 --> 00:20:19,089
嗯

666
00:20:19,089 --> 00:20:20,609
AMD还会经历艰难时期

667
00:20:20,609 --> 00:20:21,849
不会很快发生

668
00:20:21,849 --> 00:20:25,130
未来几年营收将飙升

669
00:20:25,130 --> 00:20:26,529
年均利润将惊人增长

670
00:20:26,529 --> 00:20:28,769
AMD很可能会创下最佳利润率

671
00:20:28,769 --> 00:20:29,609
该行业历史之最

672
00:20:29,609 --> 00:20:31,960
同理适用于Micron公司

673
00:20:31,960 --> 00:20:34,019
现在正是狂欢期

674
00:20:34,019 --> 00:20:35,680
但我们知道不可持续

675
00:20:35,680 --> 00:20:39,079
我在观察Micron的更高价位

676
00:20:39,079 --> 00:20:40,660
这适合散户投资者

677
00:20:40,660 --> 00:20:42,319
我在研究Micron

678
00:20:42,319 --> 00:20:43,640
净利润率

679
00:20:43,640 --> 00:20:45,559
千倍预测

680
00:20:45,559 --> 00:20:48,299
对了我几乎以为

681
00:20:48,299 --> 00:20:49,579
肯定有问题

682
00:20:49,579 --> 00:20:56,220
Micron今年的净利润率预测超60%

683
00:20:56,869 --> 00:20:59,559
净利润率

684
00:21:00,720 --> 00:21:02,319
我甚至不知道可能

685
00:21:02,319 --> 00:21:03,640
我参与股市以来

686
00:21:03,640 --> 00:21:04,440
哦等等我

687
00:21:05,440 --> 00:21:07,960
如果你有优质公司

688
00:21:08,690 --> 00:21:10,390
20%到20

689
00:21:10,390 --> 00:21:11,529
5%的利润率

690
00:21:11,529 --> 00:21:12,690
你的净利润率

691
00:21:12,690 --> 00:21:16,388
对吧如果是一家卓越公司

692
00:21:16,388 --> 00:21:17,669
30到30

693
00:21:17,669 --> 00:21:18,868
5%的净利润率

694
00:21:18,868 --> 00:21:20,449
这曾被认为是最高

695
00:21:20,449 --> 00:21:25,869
而NVIDIA出现后实现50%净利润率

696
00:21:25,869 --> 00:21:27,720
这简直难以置信

697
00:21:27,720 --> 00:21:28,920
这太荒谬了

698
00:21:28,920 --> 00:21:31,140
50%净利润率

699
00:21:31,140 --> 00:21:32,279
这就是净利润率

700
00:21:32,279 --> 00:21:33,990
这是经历一切之后

701
00:21:34,109 --> 00:21:36,470
扣除税款之后一切

702
00:21:37,380 --> 00:21:42,740
现在我们谈论的是一家净利润率高达60%的存储芯片公司

703
00:21:42,740 --> 00:21:44,059
这不可持续

704
00:21:44,059 --> 00:21:44,500
长期来看

705
00:21:44,500 --> 00:21:45,679
我可以向你保证

706
00:21:47,599 --> 00:21:49,299
短期内就是这样

707
00:21:49,299 --> 00:21:52,599
他们能否在今年和明年保持60%的利润率

708
00:21:52,599 --> 00:21:56,200
但十年后能否持续

709
00:21:56,599 --> 00:21:57,359
不

710
00:21:57,359 --> 00:21:59,819
但这就是我们现在进行的游戏

711
00:21:59,819 --> 00:22:03,119
没错，这就是我对这场游戏的预测

712
00:22:03,119 --> 00:22:04,509
好的，接下来

713
00:22:04,509 --> 00:22:06,730
让我们谈谈下一只AMD

714
00:22:06,730 --> 00:22:08,609
Mu类型股票的情况

715
00:22:08,609 --> 00:22:10,750
当我们谈论这类股票时

716
00:22:10,750 --> 00:22:13,289
AMD、Sandisk、Micro与英特尔

717
00:22:13,609 --> 00:22:17,230
还记得去年此时这些话题是多么受人厌恶

718
00:22:17,230 --> 00:22:18,730
就在去年此时

719
00:22:18,730 --> 00:22:20,029
我不是在说三年前

720
00:22:20,029 --> 00:22:22,309
我是说就在去年此时

721
00:22:22,309 --> 00:22:23,250
这些股票

722
00:22:23,250 --> 00:22:24,829
没人想要这些股票

723
00:22:24,829 --> 00:22:25,109
我说道

724
00:22:25,109 --> 00:22:26,670
AMD每次被嘲笑

725
00:22:26,670 --> 00:22:27,509
每当我提及它

726
00:22:27,509 --> 00:22:28,190
Sandisk

727
00:22:28,190 --> 00:22:29,599
天啊

728
00:22:29,599 --> 00:22:32,190
谁能想到一年前有人想买Sandisk股票

729
00:22:32,190 --> 00:22:34,869
Micro股票持有者就像大型DL麦克森

730
00:22:34,869 --> 00:22:35,109
是的

731
00:22:35,109 --> 00:22:36,430
他们利润丰厚

732
00:22:36,430 --> 00:22:40,019
但只是存储芯片公司，谁关心麦克森和英特尔

733
00:22:40,085 --> 00:22:40,900
我说

734
00:22:40,900 --> 00:22:43,039
当时有很多关于英特尔破产的担忧

735
00:22:43,039 --> 00:22:44,819
破产没错

736
00:22:44,819 --> 00:22:47,119
过去几年他们的业绩一直糟糕

737
00:22:47,119 --> 00:22:48,720
而这家公司情况更糟

738
00:22:48,720 --> 00:22:50,059
没错，现在我要说

739
00:22:50,059 --> 00:22:51,500
这将是股市中最热门的股票之一

740
00:22:51,500 --> 00:22:54,559
记得去年此时这些股票多么受争议

741
00:22:54,559 --> 00:22:57,710
所以只需理解一两年后

742
00:22:57,710 --> 00:22:59,769
会出现极度被看衰的股票

743
00:22:59,769 --> 00:23:00,349
现在

744
00:23:00,349 --> 00:23:03,410
这些股票会变成人人追捧的热门股

745
00:23:03,410 --> 00:23:04,609
这些股票就是最佳选择

746
00:23:04,609 --> 00:23:05,130
好的

747
00:23:06,420 --> 00:23:08,740
如果你想了解为何该股票曾被如此厌恶

748
00:23:08,740 --> 00:23:10,680
请看我展示的五年走势图

749
00:23:10,680 --> 00:23:12,900
这支股票多年来毫无起色

750
00:23:14,180 --> 00:23:15,690
这就是为什么我备受憎恨

751
00:23:15,690 --> 00:23:17,769
所以当人们嘲笑AMD时

752
00:23:17,769 --> 00:23:19,049
他们只是在回顾过去

753
00:23:19,049 --> 00:23:19,849
然后说兄弟

754
00:23:19,849 --> 00:23:21,670
这只股票多年来都是死钱

755
00:23:21,670 --> 00:23:24,009
英伟达已经吃掉了它的午餐

756
00:23:24,410 --> 00:23:26,230
你知道必须深入研究这些公司

757
00:23:26,230 --> 00:23:27,170
看看基本面如何

758
00:23:27,170 --> 00:23:28,190
真正发生了什么

759
00:23:28,190 --> 00:23:29,529
正在加速的技术

760
00:23:29,529 --> 00:23:30,410
所有这些方面

761
00:23:30,410 --> 00:23:32,109
你会发现很多东西

762
00:23:32,109 --> 00:23:33,390
但所有的收益

763
00:23:33,390 --> 00:23:34,109
如果你看AMD

764
00:23:34,109 --> 00:23:34,589
就像啊

765
00:23:34,589 --> 00:23:36,109
过去五年表现惊人

766
00:23:36,109 --> 00:23:37,420
上涨了459%

767
00:23:37,420 --> 00:23:39,940
几乎所有收益都来自过去一年

768
00:23:39,940 --> 00:23:41,720
多年来这只股票是死钱

769
00:23:41,720 --> 00:23:43,140
这就是人们嘲笑它的原因

770
00:23:43,140 --> 00:23:47,529
Micro MU过去五年上涨814%

771
00:23:47,529 --> 00:23:49,859
但猜怎么着

772
00:23:49,859 --> 00:23:53,670
774%的涨幅来自过去一年

773
00:23:53,670 --> 00:23:57,609
这也是多年来死钱的股票

774
00:23:57,609 --> 00:23:59,849
没人关心Micro股票

775
00:23:59,849 --> 00:24:02,240
它就是个笑话对吧

776
00:24:02,680 --> 00:24:06,150
记住这一点去年

777
00:24:06,150 --> 00:24:07,250
去年记得这个

778
00:24:07,250 --> 00:24:09,069
如果你去年看过我的内容

779
00:24:09,069 --> 00:24:12,329
我希望你们都在拍桌子喊AMD

780
00:24:12,329 --> 00:24:12,670
没错

781
00:24:12,670 --> 00:24:13,789
这里有巨大机会

782
00:24:13,789 --> 00:24:16,069
很多人说你知道的

783
00:24:16,069 --> 00:24:17,150
你在说什么呢

784
00:24:17,150 --> 00:24:17,910
英伟达会远远

785
00:24:17,910 --> 00:24:18,410
超越

786
00:24:18,410 --> 00:24:19,359
AMD

787
00:24:19,359 --> 00:24:20,920
我说不AMD

788
00:24:20,920 --> 00:24:21,140
可能

789
00:24:21,140 --> 00:24:21,440
你知道的

790
00:24:21,440 --> 00:24:22,400
英伟达也能表现不错

791
00:24:22,400 --> 00:24:25,079
但AMD将显著超越英伟达

792
00:24:25,079 --> 00:24:26,980
因为英伟达已经迎来高光时刻

793
00:24:26,980 --> 00:24:27,519
没错

794
00:24:27,519 --> 00:24:29,700
AMD即将迎来爆发期

795
00:24:29,700 --> 00:24:31,099
当营收

796
00:24:31,099 --> 00:24:32,109
利润率

797
00:24:32,109 --> 00:24:33,309
净利润

798
00:24:33,309 --> 00:24:34,049
每股收益

799
00:24:34,049 --> 00:24:35,549
对公司而言将飙升

800
00:24:35,549 --> 00:24:37,259
英伟达之前已经拥有这个了

801
00:24:37,259 --> 00:24:39,700
现在他们只是一个正在良好发展的公司

802
00:24:39,700 --> 00:24:40,500
在当前这个时间节点

803
00:24:40,500 --> 00:24:43,279
现在amd才是未来几年最令人兴奋的

804
00:24:43,279 --> 00:24:45,980
看看解放日以来的情况

805
00:24:45,980 --> 00:24:48,140
或者在市场解放时期左右

806
00:24:48,140 --> 00:24:51,170
amd的股价涨幅达434%

807
00:24:51,170 --> 00:24:52,769
视频中的涨幅为132%

808
00:24:52,769 --> 00:24:53,910
你在英伟达上仍然表现不错

809
00:24:53,910 --> 00:24:56,109
这在amd方面又是另一个层次

810
00:24:56,109 --> 00:24:59,319
所以不要只看过去表现就假设

811
00:24:59,319 --> 00:24:59,519
哦

812
00:24:59,519 --> 00:24:59,859
这确实

813
00:24:59,859 --> 00:25:00,339
你知道的

814
00:25:00,339 --> 00:25:01,819
这个讨论比那个好得多

815
00:25:01,819 --> 00:25:04,680
现在必须深入研究这些公司

816
00:25:04,680 --> 00:25:07,200
关于amd的要点在我们继续之前

817
00:25:07,200 --> 00:25:09,000
当我们讨论下一个amd级别的股票

818
00:25:09,000 --> 00:25:09,440
美光科技

819
00:25:09,440 --> 00:25:12,420
那些被市场看衰但即将爆发的股票

820
00:25:13,099 --> 00:25:17,960
我个人认为amd将在1100至2600美元之间

821
00:25:17,960 --> 00:25:20,670
在周期结束前

822
00:25:20,670 --> 00:25:22,430
关于这一点需要理解

823
00:25:22,430 --> 00:25:23,609
我正在向所有人解释这个

824
00:25:23,609 --> 00:25:25,730
当我运行我的预测时

825
00:25:25,730 --> 00:25:27,210
基于以下情况运行

826
00:25:27,210 --> 00:25:32,180
像正常情况一样平均收入增长

827
00:25:32,180 --> 00:25:34,059
平均净利润增长趋势

828
00:25:34,059 --> 00:25:36,680
然后平均市盈率比率

829
00:25:36,680 --> 00:25:37,940
我认为这是现实的

830
00:25:37,940 --> 00:25:40,359
所以如果看2030年

831
00:25:40,359 --> 00:25:42,000
我对amd持看涨立场

832
00:25:42,000 --> 00:25:43,319
达到2000美元以上

833
00:25:43,319 --> 00:25:46,779
而在基准情况下可能在1100美元以上

834
00:25:46,779 --> 00:25:47,779
这只是另一种说法

835
00:25:47,779 --> 00:25:49,640
我实际预期两种情况

836
00:25:49,640 --> 00:25:52,890
如果情况比我预期更好

837
00:25:52,890 --> 00:25:53,890
可以关注一下

838
00:25:53,890 --> 00:25:55,230
1100美元以上

839
00:25:55,230 --> 00:25:56,549
净利润率这里

840
00:25:56,549 --> 00:25:57,569
3.3%

841
00:25:57,569 --> 00:25:59,089
这很低

842
00:25:59,089 --> 00:26:03,049
相比英伟达、美光等简直是玩笑

843
00:26:03,109 --> 00:26:04,329
净利润率

844
00:26:04,329 --> 00:26:05,549
未来一年两年可能大幅提高

845
00:26:05,549 --> 00:26:07,049
接下来的1-2年

846
00:26:07,049 --> 00:26:08,529
这是需要留意的

847
00:26:08,529 --> 00:26:09,138
对

848
00:26:09,138 --> 00:26:11,338
我这里净利润率2.5%

849
00:26:11,338 --> 00:26:13,509
他们可能会超越这个

850
00:26:13,789 --> 00:26:15,930
看看这个二十二十七

851
00:26:15,930 --> 00:26:20,119
我可能有一个惊人的保守收入利润率二十五百分比

852
00:26:20,119 --> 00:26:21,019
不要感到意外

853
00:26:21,019 --> 00:26:23,039
如果绝对的话

854
00:26:25,819 --> 00:26:27,420
把这个数字吹上天

855
00:26:27,420 --> 00:26:28,619
记住这一点

856
00:26:28,619 --> 00:26:35,269
AMD可能会在接下来的一两年涨到一千一百到两千

857
00:26:35,269 --> 00:26:36,309
完全有可能

858
00:26:36,309 --> 00:26:36,789
对吧

859
00:26:36,789 --> 00:26:38,430
我要买AMD的看涨期权吗

860
00:26:38,430 --> 00:26:40,950
并说我认为它会涨到一千一

861
00:26:40,950 --> 00:26:43,210
如果有人想玩整个游戏

862
00:26:43,210 --> 00:26:44,049
去玩你的游戏吧

863
00:26:44,049 --> 00:26:44,430
好的

864
00:26:44,430 --> 00:26:45,349
我不会玩游戏

865
00:26:45,349 --> 00:26:46,490
会不会感到震惊

866
00:26:46,490 --> 00:26:49,230
如果AMD在接下来

867
00:26:49,230 --> 00:26:51,159
你知道十二到十八个月内涨到一千一以上

868
00:26:51,159 --> 00:26:53,479
因为有人提前布局

869
00:26:53,479 --> 00:26:54,999
和他们做NVIDIA时一样

870
00:26:59,429 --> 00:27:02,328
你知道他们预估了极佳的业绩

871
00:27:02,328 --> 00:27:04,190
现在NVIDIA已经

872
00:27:04,190 --> 00:27:05,309
你知道只是平静下来

873
00:27:05,309 --> 00:27:08,029
在四到五万亿美元市值区间徘徊

874
00:27:08,029 --> 00:27:09,349
Palantir是另一个好例子

875
00:27:09,349 --> 00:27:10,789
他们把Palantir推到

876
00:27:10,789 --> 00:27:11,269
哦天啊

877
00:27:11,269 --> 00:27:12,529
我不记得Palantir的

878
00:27:12,529 --> 00:27:13,670
市值何时跌破峰值

879
00:27:13,670 --> 00:27:16,420
我记得可能六百亿左右

880
00:27:16,420 --> 00:27:17,940
但已经提前定价

881
00:27:17,940 --> 00:27:19,779
现在Palantir公布亮眼数据

882
00:27:19,779 --> 00:27:21,579
股价却下跌停滞

883
00:27:21,579 --> 00:27:22,659
这怎么回事

884
00:27:22,659 --> 00:27:24,419
因为他们提前预估了未来

885
00:27:24,419 --> 00:27:24,858
对吧

886
00:27:24,858 --> 00:27:27,019
同样的情况发生在Micro

887
00:27:27,019 --> 00:27:29,130
现在同样的事开始发生在A和B

888
00:27:29,130 --> 00:27:30,750
但记住这一点

889
00:27:30,750 --> 00:27:32,009
比如AMD

890
00:27:32,009 --> 00:27:33,289
看到AMD一千

891
00:27:33,289 --> 00:27:34,369
接下来

892
00:27:34,369 --> 00:27:35,390
你知道十二个月内

893
00:27:35,390 --> 00:27:39,309
准备好煎饼玩得开心

894
00:27:39,309 --> 00:27:39,769
好的

895
00:27:39,769 --> 00:27:40,130
好的

896
00:27:40,130 --> 00:27:41,450
现在聊聊这里的机会股

897
00:27:41,450 --> 00:27:43,400
像AMD和Micron那样的

898
00:27:43,400 --> 00:27:44,680
这类投资机会

899
00:27:44,680 --> 00:27:46,599
精灵的魅力绝对是其中之一

900
00:27:46,599 --> 00:27:48,119
这个码头现在超受讨厌

901
00:27:48,119 --> 00:27:49,549
价格五美元五

902
00:27:51,509 --> 00:27:52,910
没人关心这只股票

903
00:27:52,910 --> 00:27:53,869
嗯

904
00:27:53,869 --> 00:27:56,289
我认为未来一两年股价会大幅上涨

905
00:27:56,289 --> 00:27:59,609
没错，我认为接下来你会看到很多

906
00:27:59,609 --> 00:28:01,490
大家可以说是一两年时间

907
00:28:01,490 --> 00:28:02,569
我们会看到强劲的势头

908
00:28:02,569 --> 00:28:03,529
或者消费类股票

909
00:28:03,529 --> 00:28:05,069
我认为这些股票即将见底

910
00:28:05,069 --> 00:28:06,670
可能在未来几周

911
00:28:06,670 --> 00:28:07,730
未来几个月

912
00:28:07,730 --> 00:28:09,650
然后将开启新一轮上涨

913
00:28:09,650 --> 00:28:12,329
我认为一两年后

914
00:28:12,329 --> 00:28:13,329
你会回看这只精灵

915
00:28:13,329 --> 00:28:14,329
你会说哥们

916
00:28:14,329 --> 00:28:15,650
这股票当初多遭人恨

917
00:28:15,650 --> 00:28:17,230
但说实话我很庆幸买入

918
00:28:17,230 --> 00:28:18,849
因为游戏效果会很显著

919
00:28:18,849 --> 00:28:22,150
比如想象精灵股价到125到1

920
00:28:22,150 --> 00:28:22,670
75

921
00:28:22,670 --> 00:28:23,490
一两年后

922
00:28:23,490 --> 00:28:23,769
是的

923
00:28:23,769 --> 00:28:26,339
我看到赛氏持股30美元

924
00:28:26,339 --> 00:28:28,140
现在又是热门股票

925
00:28:28,140 --> 00:28:29,099
这只股票的历史最高点

926
00:28:29,099 --> 00:28:31,970
就在一百左右

927
00:28:31,970 --> 00:28:33,750
走势稳健且

928
00:28:33,750 --> 00:28:34,230
你知道的

929
00:28:34,230 --> 00:28:35,750
凭借赛氏业务的增长

930
00:28:35,750 --> 00:28:36,589
隆尼业务

931
00:28:36,589 --> 00:28:39,309
以及他们在摇滚之星方面的潜力

932
00:28:39,309 --> 00:28:39,869
分销渠道

933
00:28:39,869 --> 00:28:41,170
国际机会

934
00:28:41,170 --> 00:28:43,190
我真的很喜欢赛氏的财报会议

935
00:28:43,190 --> 00:28:43,930
我喜欢这些数据

936
00:28:43,930 --> 00:28:46,179
喜欢公司的发展方向

937
00:28:46,179 --> 00:28:49,559
这也是当前备受嫌弃的股票

938
00:28:49,559 --> 00:28:51,720
一两年后值得关注

939
00:28:51,720 --> 00:28:54,259
突然会像被解禁一样

940
00:28:54,259 --> 00:28:55,200
谈到赛氏

941
00:28:55,200 --> 00:28:56,638
这就是赛氏和那个

942
00:28:56,638 --> 00:28:57,598
耐克

943
00:28:57,598 --> 00:28:59,999
最遭人恨的股票之一

944
00:28:59,999 --> 00:29:00,378
没错

945
00:29:00,378 --> 00:29:01,230
我意思是

946
00:29:01,230 --> 00:29:02,670
哦 太惨了 太惨了

947
00:29:02,670 --> 00:29:02,950
就是这样

948
00:29:02,950 --> 00:29:04,269
这个确实备受厌恶

949
00:29:04,269 --> 00:29:06,170
耐克四双两美元

950
00:29:06,170 --> 00:29:06,910
历史最高点

951
00:29:06,910 --> 00:29:08,730
我认为耐克现在约一美元

952
00:29:08,730 --> 00:29:09,349
七十左右

953
00:29:09,349 --> 00:29:10,469
大概在这个区间

954
00:29:10,469 --> 00:29:12,169
简直糟糕透了

955
00:29:12,169 --> 00:29:14,990
无疑是世界顶级企业之一

956
00:29:14,990 --> 00:29:16,390
事实确实如此

957
00:29:16,390 --> 00:29:17,670
但这家伙养了只狗

958
00:29:17,670 --> 00:29:17,970
我说啊

959
00:29:17,970 --> 00:29:18,509
你知道的

960
00:29:18,509 --> 00:29:20,539
别总能获得23000%涨幅

961
00:29:20,539 --> 00:29:22,660
要知道不成为顶尖企业也能获利

962
00:29:22,660 --> 00:29:23,200
但兄弟

963
00:29:23,200 --> 00:29:24,940
过去几年异常艰难

964
00:29:24,940 --> 00:29:31,039
耐克过去五年基本处于大幅下跌趋势

965
00:29:31,039 --> 00:29:33,319
几乎如此

966
00:29:33,319 --> 00:29:35,920
股票价格经历了近五年的下跌

967
00:29:35,920 --> 00:29:37,480
大家都会讨厌你对吧

968
00:29:37,480 --> 00:29:39,440
接下来一两年要留意这个

969
00:29:39,440 --> 00:29:40,920
它又将成为热门股票

970
00:29:40,920 --> 00:29:43,640
华尔街迫不及待要重新买入

971
00:29:43,640 --> 00:29:44,319
顺便说一句

972
00:29:44,319 --> 00:29:46,920
Revolve RVL市值很小的公司

973
00:29:46,920 --> 00:29:49,140
市值刚过十亿美元

974
00:29:49,140 --> 00:29:50,549
这里一天十八美元

975
00:29:50,549 --> 00:29:51,589
我说这股票

976
00:29:51,589 --> 00:29:52,849
我认为会非常受追捧

977
00:29:52,849 --> 00:29:54,069
一两年后

978
00:29:54,069 --> 00:29:56,150
拥有最佳资产负债表之一

979
00:29:56,150 --> 00:29:57,309
你会看到的

980
00:29:57,309 --> 00:29:58,069
三百美元

981
00:29:58,069 --> 00:29:59,339
上次我看的时候

982
00:29:59,339 --> 00:30:00,400
应该是三百三十美元

983
00:30:00,400 --> 00:30:03,089
现金及等价物五百万美元

984
00:30:03,089 --> 00:30:03,750
而且它

985
00:30:03,750 --> 00:30:04,170
你知道的

986
00:30:04,170 --> 00:30:06,250
一千二百万左右的市值

987
00:30:06,250 --> 00:30:08,789
这样的情况简直疯狂且无债务

988
00:30:08,789 --> 00:30:10,950
所以Revolve是绝佳机会

989
00:30:10,950 --> 00:30:12,109
我认为会成为优质股票

990
00:30:12,109 --> 00:30:12,950
一两年后

991
00:30:12,950 --> 00:30:14,970
没人想要这些消费类公司

992
00:30:14,970 --> 00:30:16,190
现在他们想要AI

993
00:30:16,190 --> 00:30:16,750
他们想要芯片

994
00:30:16,750 --> 00:30:17,349
他们想要美光

995
00:30:17,349 --> 00:30:18,069
他们想要AMD

996
00:30:18,069 --> 00:30:20,199
就像水母一样

997
00:30:20,199 --> 00:30:21,778
股价八十二

998
00:30:21,778 --> 00:30:22,589
嗯

999
00:30:22,589 --> 00:30:25,529
我认为在未来一两年内这只股票会迎来巨大动能

1000
00:30:25,529 --> 00:30:27,349
这也是只创历史新高的股票

1001
00:30:27,349 --> 00:30:30,799
每股超过三百美元，长期持有

1002
00:30:30,799 --> 00:30:33,680
So i科技 这只又是另一只

1003
00:30:33,680 --> 00:30:34,779
一只备受憎恨的股票

1004
00:30:34,779 --> 00:30:35,180
现在

1005
00:30:35,180 --> 00:30:36,720
未来一两年需密切关注这只

1006
00:30:36,720 --> 00:30:40,130
我认为它将再次成为最受追捧的股票和市场宠儿

1007
00:30:40,130 --> 00:30:42,940
记住当So i这只启动时

1008
00:30:42,940 --> 00:30:44,339
会暴涨不止

1009
00:30:44,339 --> 00:30:44,619
好的

1010
00:30:44,619 --> 00:30:45,539
有点像半导体板块

1011
00:30:45,539 --> 00:30:46,599
会暴涨不止

1012
00:30:46,599 --> 00:30:49,880
So i从六美元涨到三十

1013
00:30:49,880 --> 00:30:55,150
从六到三十五，涨幅惊人

1014
00:30:55,150 --> 00:30:56,960
类似这种情况

1015
00:30:56,960 --> 00:30:59,400
现在股价已暴跌

1016
00:30:59,400 --> 00:31:00,740
股票暂时盘整

1017
00:31:00,740 --> 00:31:04,259
当它从十五美元启动新一轮行情

1018
00:31:04,259 --> 00:31:07,500
四五十美元的涨幅会迅速到来

1019
00:31:07,500 --> 00:31:08,700
具体何时启动

1020
00:31:08,700 --> 00:31:09,740
是三个月后吗

1021
00:31:09,740 --> 00:31:11,539
行情可能在六个月后启动

1022
00:31:11,539 --> 00:31:12,660
十二个月后

1023
00:31:12,660 --> 00:31:13,700
你的猜测和我一样

1024
00:31:13,700 --> 00:31:15,690
至于具体时间点

1025
00:31:15,690 --> 00:31:17,569
但当它从十五涨到四十五

1026
00:31:17,569 --> 00:31:18,750
会快速拉升

1027
00:31:18,750 --> 00:31:19,490
而人们会说

1028
00:31:19,490 --> 00:31:20,130
天啊

1029
00:31:20,130 --> 00:31:22,130
然后所有人又开始大肆吹捧

1030
00:31:22,130 --> 00:31:23,329
然后就是下一次机会

1031
00:31:23,329 --> 00:31:23,450
所以

1032
00:31:23,450 --> 00:31:24,250
如果它继续盘整

1033
00:31:24,250 --> 00:31:25,369
股价还会下跌

1034
00:31:25,369 --> 00:31:27,430
之后可能跌至三十美元

1035
00:31:27,430 --> 00:31:28,660
所以你知道的

1036
00:31:28,660 --> 00:31:29,559
这点要记住

1037
00:31:29,559 --> 00:31:30,079
但目前为止

1038
00:31:30,079 --> 00:31:31,039
天啊

1039
00:31:31,039 --> 00:31:31,640
海豹

1040
00:31:31,640 --> 00:31:33,730
需要一到两年时间

1041
00:31:33,730 --> 00:31:35,329
他们一定会爱上这只

1042
00:31:35,329 --> 00:31:37,269
我说的他们指华尔街

1043
00:31:37,269 --> 00:31:37,690
没错

1044
00:31:37,690 --> 00:31:38,349
我不

1045
00:31:38,349 --> 00:31:44,500
他们仍未能完全理解这些公司将从

1046
00:31:44,500 --> 00:31:46,380
AI浪潮中获益多少

1047
00:31:46,380 --> 00:31:47,299
现在这些公司都处于浪潮前沿

1048
00:31:47,299 --> 00:31:49,949
对，他们迫不及待想再次爱上这样的股票

1049
00:31:49,949 --> 00:31:52,009
所以一两年后他们又会爱上它

1050
00:31:52,009 --> 00:31:53,509
你知道你可能会说

1051
00:31:53,509 --> 00:31:54,709
华尔街怎么会不懂

1052
00:31:54,709 --> 00:31:55,909
难道他们不明白吗

1053
00:31:55,909 --> 00:31:56,909
他们不明白这些事

1054
00:31:56,909 --> 00:31:58,420
如果他们明白这些事

1055
00:31:58,420 --> 00:32:01,740
去年这个时候他们都重仓押注美光科技

1056
00:32:01,740 --> 00:32:02,539
但他们错了

1057
00:32:02,539 --> 00:32:05,059
美光当时股价在60到80之间

1058
00:32:05,059 --> 00:32:06,579
他们本该全部押注AMD

1059
00:32:06,579 --> 00:32:07,859
但他们没这么做

1060
00:32:07,859 --> 00:32:08,920
他们来得太晚了

1061
00:32:08,920 --> 00:32:11,140
现在看看这些股票每天都在上涨

1062
00:32:11,140 --> 00:32:13,460
你知道每天涨个五到十五个百分点

1063
00:32:13,460 --> 00:32:14,700
他们来得太晚了

1064
00:32:14,700 --> 00:32:16,339
但这并不意味这里没有赚钱机会

1065
00:32:16,339 --> 00:32:19,799
未来三到六个月仍有机会赚钱

1066
00:32:19,799 --> 00:32:20,980
六九十二个月

1067
00:32:20,980 --> 00:32:22,630
但已经晚了

1068
00:32:23,029 --> 00:32:27,199
改变人生的财富已经在这些股票中实现

1069
00:32:27,199 --> 00:32:28,499
这仍然很有趣

1070
00:32:28,499 --> 00:32:29,459
仍有赚钱机会

1071
00:32:29,459 --> 00:32:30,378
就像英伟达

1072
00:32:30,378 --> 00:32:31,979
当它处于最后冲刺阶段时

1073
00:32:31,979 --> 00:32:34,298
从100到200美元

1074
00:32:34,298 --> 00:32:35,699
仍有赚钱空间

1075
00:32:35,699 --> 00:32:38,420
但那是改变人生的财富

1076
00:32:38,420 --> 00:32:40,240
你必须早已持有

1077
00:32:40,240 --> 00:32:41,599
和Palantir一样

1078
00:32:41,599 --> 00:32:42,240
Palantir

1079
00:32:42,240 --> 00:32:43,319
你赚到了改变人生的财富

1080
00:32:43,319 --> 00:32:46,309
如果你在2022年以598美元买入Palantir

1081
00:32:46,309 --> 00:32:47,549
以6美元、7美元

1082
00:32:47,549 --> 00:32:49,549
8美元、9美元、10美元买入

1083
00:32:49,549 --> 00:32:51,450
然后它一路涨到100美元

1084
00:32:51,450 --> 00:32:53,099
那是改变人生的财富所在

1085
00:32:53,099 --> 00:32:55,119
从100到200仍有赚钱空间

1086
00:32:55,119 --> 00:32:58,079
因为它从100涨到206或208

1087
00:32:58,079 --> 00:32:58,920
这是历史新高

1088
00:32:58,920 --> 00:33:00,859
仍有赚钱机会

1089
00:33:00,859 --> 00:33:02,140
但已是最后冲刺

1090
00:33:02,140 --> 00:33:03,299
改变人生的财富

1091
00:33:03,299 --> 00:33:05,220
十倍涨幅是改变人生的财富

1092
00:33:05,220 --> 00:33:07,160
二十倍涨幅也是改变人生的财富

1093
00:33:07,160 --> 00:33:11,409
这一点在这些股票中非常重要

1094
00:33:11,729 --> 00:33:13,088
接下来是ServiceNow

1095
00:33:13,088 --> 00:33:13,949
还有一个

1096
00:33:13,949 --> 00:33:15,888
我认为它们将从中获益巨大

1097
00:33:15,888 --> 00:33:16,449
AI浪潮

1098
00:33:16,449 --> 00:33:16,848
呃

1099
00:33:16,848 --> 00:33:17,808
他们现在看不到这一点

1100
00:33:17,808 --> 00:33:19,380
他们只看到这一面的坏处

1101
00:33:19,380 --> 00:33:20,980
我觉得你会看看这只股票

1102
00:33:20,980 --> 00:33:22,500
你知道一年或两年后

1103
00:33:22,500 --> 00:33:24,779
你会开始看到很多动量，它再次

1104
00:33:24,779 --> 00:33:25,460
所以我只是

1105
00:33:25,460 --> 00:33:28,089
我现在正在大量买入这类公司的股票

1106
00:33:28,089 --> 00:33:29,250
当没人关注它们时

1107
00:33:29,250 --> 00:33:30,289
为什么大家都讨厌它们

1108
00:33:30,289 --> 00:33:31,730
而他们对其非常负面

1109
00:33:31,730 --> 00:33:35,068
就像amd之前的情况，然后我们看看会发生什么

1110
00:33:35,068 --> 00:33:36,528
我觉得我会做得很好

1111
00:33:36,528 --> 00:33:37,308
芝士蛋糕工厂

1112
00:33:37,308 --> 00:33:38,148
我有这只股票

1113
00:33:38,148 --> 00:33:39,409
这实际上是一只被喜爱的股票

1114
00:33:39,409 --> 00:33:41,068
我认为它会更受喜爱

1115
00:33:41,068 --> 00:33:44,019
我上周五在北意大利餐厅

1116
00:33:44,019 --> 00:33:45,700
那是在北塔里

1117
00:33:45,700 --> 00:33:46,888
周六晚上

1118
00:33:46,888 --> 00:33:47,868
享用了一顿美餐

1119
00:33:47,868 --> 00:33:48,949
和孩子们外出

1120
00:33:48,949 --> 00:33:54,199
我妻子和我们带了朋友，玩得很开心，还点了这道沙拉

1121
00:33:54,199 --> 00:33:55,378
其实非常美味

1122
00:33:55,378 --> 00:33:56,338
我本来想吃得健康

1123
00:33:56,338 --> 00:33:57,558
但他们放了这么多肉

1124
00:33:57,558 --> 00:33:59,119
我心想糟糕了

1125
00:33:59,119 --> 00:34:01,079
不知道这沙拉到底有多健康

1126
00:34:01,079 --> 00:34:02,079
毕竟啊

1127
00:34:02,079 --> 00:34:02,940
胜利度假村

1128
00:34:02,940 --> 00:34:03,559
胜利度假村

1129
00:34:03,559 --> 00:34:04,440
哦天啊

1130
00:34:04,440 --> 00:34:09,028
周五晚上我在胜利度假村花了952美元

1131
00:34:09,028 --> 00:34:13,079
和几个情侣外出，为所有人买了晚餐

1132
00:34:13,079 --> 00:34:14,699
零债宝宝

1133
00:34:14,699 --> 00:34:16,260
花了952美元后

1134
00:34:16,260 --> 00:34:18,210
这算一件好事

1135
00:34:18,210 --> 00:34:19,469
amd经历了一段疯狂上涨

1136
00:34:19,469 --> 00:34:19,969
你知道的

1137
00:34:19,969 --> 00:34:22,210
我认为我上周在amd上赚了50万

1138
00:34:22,210 --> 00:34:22,469
所以

1139
00:34:22,469 --> 00:34:22,889
你知道的

1140
00:34:22,889 --> 00:34:23,550
部分抵消了

1141
00:34:23,550 --> 00:34:25,210
但现在被讨厌的股票

1142
00:34:25,210 --> 00:34:26,070
股价跌破100美元

1143
00:34:26,070 --> 00:34:26,489
任何时候

1144
00:34:26,489 --> 00:34:27,269
胜利度假村股价跌破100美元

1145
00:34:27,269 --> 00:34:28,429
总是会有反弹

1146
00:34:28,429 --> 00:34:31,789
中东的地产项目将是该公司绝佳机会

1147
00:34:32,909 --> 00:34:37,329
他们很可能在迈阿密建造另一座塔楼

1148
00:34:37,329 --> 00:34:39,548
风宫部分区域的声音听起来像

1149
00:34:39,548 --> 00:34:41,108
这为他们提供了绝佳的机会

1150
00:34:41,108 --> 00:34:44,028
因为他们的入住率已接近百分之百

1151
00:34:44,028 --> 00:34:46,139
因此需要增加该区域的容量

1152
00:34:46,139 --> 00:34:47,119
嗯

1153
00:34:47,119 --> 00:34:49,179
澳门仍然是绝佳的投资机会

1154
00:34:49,179 --> 00:34:50,639
拉斯维加斯的物业非常繁忙

1155
00:34:50,639 --> 00:34:52,210
所以是的

1156
00:34:52,210 --> 00:34:54,590
这家公司运转顺畅

1157
00:34:54,789 --> 00:34:55,969
你必须持有风能股票

1158
00:34:55,969 --> 00:34:57,349
这是一家非凡的公司

1159
00:34:57,349 --> 00:34:58,250
惠而浦

1160
00:34:58,250 --> 00:34:58,710
你知道的

1161
00:34:58,710 --> 00:35:02,409
这可能比许多其他股票风险更高

1162
00:35:02,409 --> 00:35:04,289
但我坚信

1163
00:35:04,289 --> 00:35:06,690
住房将在未来四年强劲复苏

1164
00:35:06,690 --> 00:35:08,489
过去四年一直处于低迷

1165
00:35:08,489 --> 00:35:08,730
没错

1166
00:35:08,730 --> 00:35:10,130
实际上从2022年开始恶化

1167
00:35:10,130 --> 00:35:10,949
过去四年间

1168
00:35:10,949 --> 00:35:11,949
惠而浦表现低迷

1169
00:35:11,949 --> 00:35:13,110
我确信你知道

1170
00:35:13,110 --> 00:35:15,110
过去四年房地产市场一片萧条

1171
00:35:15,110 --> 00:35:17,139
我相信未来四年住房市场将复苏

1172
00:35:17,139 --> 00:35:18,019
嗯

1173
00:35:18,019 --> 00:35:20,699
我认为惠而浦将从中受益

1174
00:35:20,699 --> 00:35:22,809
但在短期内

1175
00:35:22,809 --> 00:35:25,349
谁知道惠而浦可能因金融危机暴跌

1176
00:35:25,349 --> 00:35:26,369
2020年价格

1177
00:35:26,369 --> 00:35:28,070
类似的情况可能发生

1178
00:35:28,070 --> 00:35:31,648
我最终想建立惠而浦仓位

1179
00:35:31,969 --> 00:35:33,208
但需要时间

1180
00:35:33,208 --> 00:35:33,889
顺便说一句

1181
00:35:33,889 --> 00:35:35,108
关于财报方面

1182
00:35:35,108 --> 00:35:36,889
当住房市场开始复苏时

1183
00:35:36,889 --> 00:35:40,579
该公司每股收益将迅速增长

1184
00:35:40,579 --> 00:35:42,179
该公司的利润率

1185
00:35:42,179 --> 00:35:44,449
毕竟是一家制造企业

1186
00:35:44,449 --> 00:35:47,909
需要销量提升才能推动利润率

1187
00:35:47,909 --> 00:35:49,309
能够提高定价

1188
00:35:49,309 --> 00:35:51,590
并真正提升盈利能力

1189
00:35:51,590 --> 00:35:54,170
与其他制造业企业无异

1190
00:35:54,170 --> 00:35:58,608
因此当住房市场启动时

1191
00:35:58,608 --> 00:36:02,369
惠而浦股票将大涨，你会看着它想

1192
00:36:02,369 --> 00:36:03,630
预期收益仅到此

1193
00:36:03,630 --> 00:36:07,309
届时收益将远超预期

1194
00:36:07,309 --> 00:36:09,289
同样在下行时

1195
00:36:09,289 --> 00:36:10,420
情况更糟

1196
00:36:10,420 --> 00:36:11,860
以前你曾谈论惠而浦

1197
00:36:11,860 --> 00:36:13,840
作为可能赚取十美元的公司

1198
00:36:13,840 --> 00:36:14,480
十二美元

1199
00:36:14,480 --> 00:36:15,139
十五美元

1200
00:36:16,219 --> 00:36:17,489
你知道每股收益

1201
00:36:17,489 --> 00:36:20,369
我是说今年我们讨论的是三美元

1202
00:36:20,849 --> 00:36:23,030
同样的情况也会在上涨时出现

1203
00:36:23,030 --> 00:36:25,349
所以当房地产市场最终复苏时

1204
00:36:25,349 --> 00:36:27,969
你可以看到公司从每股三美元

1205
00:36:27,969 --> 00:36:29,889
然后我们就会谈到五七美元

1206
00:36:29,889 --> 00:36:30,449
十美元

1207
00:36:30,449 --> 00:36:32,318
十五二十美元

1208
00:36:32,318 --> 00:36:34,278
这就是你知道的

1209
00:36:34,278 --> 00:36:36,119
所有改变游戏规则的钱都在惠而浦

1210
00:36:36,119 --> 00:36:37,679
但这需要时间来发展

1211
00:36:37,679 --> 00:36:38,349
你知道的

1212
00:36:38,349 --> 00:36:40,610
或者每个高端家具公司

1213
00:36:40,610 --> 00:36:41,510
如果有人持有股票

1214
00:36:41,510 --> 00:36:43,190
我花两万美元在他们那里

1215
00:36:43,190 --> 00:36:45,940
所以你知道我在尽力帮你们

1216
00:36:45,940 --> 00:36:47,019
关于那个话题

1217
00:36:47,019 --> 00:36:48,239
但呃

1218
00:36:48,239 --> 00:36:50,219
你知道这只股票表现糟糕

1219
00:36:50,219 --> 00:36:51,260
过去几年

1220
00:36:51,260 --> 00:36:53,068
随着房地产市场停滞

1221
00:36:53,068 --> 00:36:54,309
即使在高端领域

1222
00:36:54,309 --> 00:36:55,268
我看到很多疲软

1223
00:36:55,268 --> 00:36:56,548
即使在高端市场

1224
00:36:56,548 --> 00:36:57,728
因为你们都不了解

1225
00:36:57,728 --> 00:36:59,309
甚至存在分歧

1226
00:36:59,309 --> 00:37:00,268
即使在高端市场

1227
00:37:00,268 --> 00:37:02,320
过去三年半

1228
00:37:02,320 --> 00:37:04,099
过去三年半对我来说简直是地狱

1229
00:37:04,099 --> 00:37:04,619
对吧

1230
00:37:04,619 --> 00:37:05,639
简直太疯狂了

1231
00:37:05,639 --> 00:37:07,380
所有投资组合都疯涨

1232
00:37:07,380 --> 00:37:08,449
对吧嗯

1233
00:37:08,449 --> 00:37:10,230
显然千倍股已经疯了

1234
00:37:10,230 --> 00:37:11,610
在千倍股股票.com

1235
00:37:11,610 --> 00:37:12,349
所有这些

1236
00:37:12,349 --> 00:37:14,650
所以我能赚取大量利润

1237
00:37:14,650 --> 00:37:16,769
买了一栋五百万美元的房子

1238
00:37:16,769 --> 00:37:19,090
但并非所有人都处于这种位置

1239
00:37:19,090 --> 00:37:20,409
处于高端市场

1240
00:37:20,409 --> 00:37:23,420
有些人网络平台略有上涨

1241
00:37:23,420 --> 00:37:24,659
但并非像

1242
00:37:24,659 --> 00:37:25,420
天啊

1243
00:37:25,420 --> 00:37:26,639
我简直太棒了

1244
00:37:26,639 --> 00:37:27,219
像

1245
00:37:27,219 --> 00:37:28,860
所以这值得记住

1246
00:37:28,860 --> 00:37:30,380
关于高端房地产市场

1247
00:37:30,380 --> 00:37:33,880
因此我相信未来四年会强劲反弹

1248
00:37:33,880 --> 00:37:37,110
但接下来的三十美元要花在哪儿呢

1249
00:37:37,110 --> 00:37:38,250
降到一百美元了吗

1250
00:37:38,250 --> 00:37:39,269
还是涨到一百六十

1251
00:37:39,269 --> 00:37:41,068
我不知道，你猜得和我一样准

1252
00:37:41,068 --> 00:37:45,309
但我确实知道接下来的一百六十美元去向

1253
00:37:45,309 --> 00:37:47,188
或者接下来的一百三十美元用于我们的年龄

1254
00:37:47,188 --> 00:37:48,699
而且价格还会更高对吧

1255
00:37:48,699 --> 00:37:51,400
这也是我正在认真考虑的选项

1256
00:37:51,400 --> 00:37:53,559
你会面临大量短期杂事

1257
00:37:53,559 --> 00:37:53,860
没错

1258
00:37:53,860 --> 00:37:55,599
必须专注于长期目标

1259
00:37:55,599 --> 00:37:56,400
就像你知道的

1260
00:37:56,400 --> 00:37:57,360
面对所有这些公司

1261
00:37:57,360 --> 00:37:58,420
你发现机会

1262
00:37:58,420 --> 00:37:59,239
在市场中

1263
00:37:59,239 --> 00:38:00,170
果断出击

1264
00:38:00,170 --> 00:38:00,570
你知道的

1265
00:38:00,570 --> 00:38:01,269
让它成真

1266
00:38:01,269 --> 00:38:03,369
即使当时是被讨厌的股票

1267
00:38:03,369 --> 00:38:04,210
查看资产负债表

1268
00:38:04,210 --> 00:38:05,010
分析损益表

1269
00:38:05,010 --> 00:38:06,940
思考利润率走势

1270
00:38:06,940 --> 00:38:10,059
该公司每股收益未来三年

1271
00:38:10,059 --> 00:38:10,440
五年

1272
00:38:10,440 --> 00:38:11,389
七年

1273
00:38:11,389 --> 00:38:13,190
别担心短期杂事

1274
00:38:13,190 --> 00:38:14,670
总会有短期杂事

1275
00:38:14,670 --> 00:38:16,090
油价会如何变化

1276
00:38:16,090 --> 00:38:17,389
团队会怎么做

1277
00:38:17,389 --> 00:38:18,909
关税税率会怎样

1278
00:38:18,909 --> 00:38:21,090
还有千千万万种变量

1279
00:38:21,090 --> 00:38:21,610
只需说

1280
00:38:21,610 --> 00:38:22,530
专注长期

1281
00:38:23,730 --> 00:38:24,409
七年之后

1282
00:38:24,409 --> 00:38:25,648
十年后你会惊讶

1283
00:38:25,648 --> 00:38:27,248
你能达成什么目标

1284
00:38:27,248 --> 00:38:31,030
你知道小股东曾做到

1285
00:38:31,030 --> 00:38:32,510
股东们之前就是这样

1286
00:38:32,510 --> 00:38:34,070
英伟达股东也是如此

1287
00:38:34,070 --> 00:38:36,599
股东们确实做到了

1288
00:38:36,599 --> 00:38:38,539
我们可以继续分析

1289
00:38:38,539 --> 00:38:40,000
Meta暴涨

1290
00:38:40,000 --> 00:38:40,440
你知道的

1291
00:38:40,440 --> 00:38:41,820
像我这样的特斯拉股东

1292
00:38:41,820 --> 00:38:42,440
当年

1293
00:38:42,440 --> 00:38:43,519
那是最初的讨论

1294
00:38:43,519 --> 00:38:46,710
我真的赚了改变人生的财富

1295
00:38:46,710 --> 00:38:48,070
女士们先生们请点赞

1296
00:38:48,070 --> 00:38:49,449
如果你想加入私密群组

1297
00:38:49,449 --> 00:38:51,369
再次提升到远超你当前水平的高度

1298
00:38:51,369 --> 00:38:52,429
那个需求简直疯狂

1299
00:38:52,429 --> 00:38:52,789
现在

1300
00:38:52,789 --> 00:38:55,510
我们上周收到了二百七十多份申请

1301
00:38:55,510 --> 00:38:57,630
所以可能需要一点时间才能轮到你

1302
00:38:57,630 --> 00:38:59,789
但我们会尽可能高效地处理你的请求

1303
00:38:59,789 --> 00:39:00,550
加入我们在这里

1304
00:39:00,550 --> 00:39:03,090
让你达到今天远超当前水平的高度

1305
00:39:03,090 --> 00:39:05,179
衷心祝福你，祝你度过美好一天

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