【Meet Kevin】谷歌、亚马逊盈利暴增背后，竟然全靠这只AI独角兽？

1
00:00:00,120 --> 00:00:01,679
天啊，这简直太疯狂了

2
00:00:01,679 --> 00:00:04,000
市场简直疯了

3
00:00:04,000 --> 00:00:06,990
我脸上一片惨白

4
00:00:06,990 --> 00:00:07,849
这太疯狂了

5
00:00:07,849 --> 00:00:09,890
我们必须详细讨论到底发生了什么

6
00:00:09,890 --> 00:00:11,449
以及为什么这会成为

7
00:00:11,449 --> 00:00:15,710
并持续成为最令人沮丧的反弹

8
00:00:15,710 --> 00:00:20,250
我们刚刚正好达到了三重Q目标价位

9
00:00:20,250 --> 00:00:23,489
我们从四月初就一直看多

10
00:00:23,489 --> 00:00:24,960
在塔可上

11
00:00:24,960 --> 00:00:26,719
所以很多人对我发火了

12
00:00:26,719 --> 00:00:27,679
评论区都在说

13
00:00:27,679 --> 00:00:30,589
现在看多结果今天就崩盘了

14
00:00:30,589 --> 00:00:31,250
我们达到了目标

15
00:00:31,250 --> 00:00:33,509
六七十五课程会员

16
00:00:33,509 --> 00:00:34,649
三重Q

17
00:00:34,649 --> 00:00:36,530
价格目标男孩

18
00:00:36,530 --> 00:00:39,450
我们甚至看到谷歌出现突破

19
00:00:39,450 --> 00:00:40,929
我们现在就宣布

20
00:00:40,929 --> 00:00:44,348
我希望能道歉

21
00:00:44,348 --> 00:00:45,868
我昨天没发帖

22
00:00:45,868 --> 00:00:47,569
我真的想发

23
00:00:47,569 --> 00:00:50,189
但我们被彻底压垮了

24
00:00:50,189 --> 00:00:54,390
我们不仅完成了PC AOB审计以实现房屋投资

25
00:00:54,390 --> 00:00:54,960
因为

26
00:00:54,960 --> 00:00:57,159
了解PC OBA审计的人

27
00:00:57,159 --> 00:00:57,560
这就像

28
00:00:57,560 --> 00:00:59,159
公司能经历的最极端结肠镜检查

29
00:00:59,159 --> 00:01:00,729
公司能经历的最极端检查

30
00:01:00,729 --> 00:01:01,810
我们完成了

31
00:01:01,810 --> 00:01:04,129
一切顺利

32
00:01:04,129 --> 00:01:05,209
太棒了

33
00:01:05,209 --> 00:01:07,400
没有问题太好了

34
00:01:07,400 --> 00:01:08,739
这已经过去了

35
00:01:08,739 --> 00:01:12,379
此外小J不得不去医院

36
00:01:12,379 --> 00:01:13,719
他没事

37
00:01:13,719 --> 00:01:15,519
当他生病时

38
00:01:15,519 --> 00:01:16,060
他

39
00:01:16,060 --> 00:01:17,760
你知道他的哮喘会发作

40
00:01:17,760 --> 00:01:20,060
我们甚至无法帮他使用雾化器

41
00:01:20,060 --> 00:01:21,989
情况会迅速恶化

42
00:01:21,989 --> 00:01:22,909
但他现在好多了

43
00:01:22,909 --> 00:01:23,969
他已经回家了

44
00:01:23,969 --> 00:01:26,959
这是他十分钟前的照片

45
00:01:26,959 --> 00:01:28,959
看起来他正在拿着

46
00:01:29,959 --> 00:01:33,379
他拿着优惠码给需要的你们

47
00:01:33,379 --> 00:01:33,719
嗯，总之

48
00:01:33,719 --> 00:01:33,980
你知道的

49
00:01:33,980 --> 00:01:34,900
我昨天没发帖

50
00:01:34,900 --> 00:01:36,560
昨天本应是优惠码到期

51
00:01:36,560 --> 00:01:39,799
我不明白为什么不在优惠券到期日发视频

52
00:01:39,799 --> 00:01:42,280
所以我这几天一直在拖延这个问题

53
00:01:42,280 --> 00:01:43,879
不过他现在拿着优惠码呢

54
00:01:43,879 --> 00:01:44,819
再见保威尔

55
00:01:44,819 --> 00:01:45,879
真正有趣的是

56
00:01:45,879 --> 00:01:48,909
是姓氏以P开头的J先生

57
00:01:48,909 --> 00:01:53,430
我姓氏明显和杰罗姆·保威尔首字母相同

58
00:01:53,430 --> 00:01:56,409
可能以德鲁姆·保威尔命名

59
00:01:56,409 --> 00:01:56,868
好吧

60
00:01:56,868 --> 00:01:58,549
有些人会为此发火

61
00:01:58,549 --> 00:01:59,188
不过算了

62
00:01:59,188 --> 00:02:00,468
卡西·伍德对此不满

63
00:02:00,468 --> 00:02:03,530
她听说杰伊·保威尔并不太讨喜

64
00:02:03,530 --> 00:02:05,030
她更像艾尔弗雷德·拉弗

65
00:02:05,030 --> 00:02:05,829
那种类型的人

66
00:02:05,829 --> 00:02:07,650
不过我们得谈谈市场

67
00:02:07,650 --> 00:02:13,259
我认为这正是我所说的最令人沮丧的反弹

68
00:02:14,489 --> 00:02:15,669
月初的时候

69
00:02:15,669 --> 00:02:17,049
很多人说

70
00:02:17,049 --> 00:02:17,709
天啊

71
00:02:17,709 --> 00:02:18,949
这太糟糕了

72
00:02:18,949 --> 00:02:20,868
情况变得更糟了

73
00:02:20,868 --> 00:02:22,780
特朗普让局势更糟

74
00:02:22,780 --> 00:02:24,979
加上特朗普的新关税

75
00:02:24,979 --> 00:02:26,020
在最高法院之后

76
00:02:26,020 --> 00:02:28,259
有很多理由看空

77
00:02:28,259 --> 00:02:29,680
再加上经济放缓

78
00:02:29,680 --> 00:02:30,099
呃

79
00:02:30,099 --> 00:02:31,120
劳动力市场

80
00:02:31,120 --> 00:02:38,340
但你能看到负面情绪被良好经济数据抵消

81
00:02:38,340 --> 00:02:41,180
这就是我们看涨的原因

82
00:02:41,180 --> 00:02:43,558
不仅看市场和硬件

83
00:02:43,558 --> 00:02:45,919
下一步将是软件

84
00:02:45,919 --> 00:02:46,658
呃

85
00:02:46,658 --> 00:02:47,778
这将是下一阶段

86
00:02:47,778 --> 00:02:49,990
这也会激怒很多人

87
00:02:49,990 --> 00:02:53,709
我们一直在分析一家公司叫Team

88
00:02:53,709 --> 00:02:54,308
呃

89
00:02:54,308 --> 00:02:56,008
这家公司仍在亏损

90
00:02:56,008 --> 00:02:58,829
但今天股价上涨21%

91
00:02:58,829 --> 00:03:02,439
并推动其他软件股上涨

92
00:03:02,439 --> 00:03:05,319
我认为会看到类似反转

93
00:03:05,319 --> 00:03:07,840
不仅限于这家公司

94
00:03:07,840 --> 00:03:10,719
未来五到六个月很多都会如此

95
00:03:10,719 --> 00:03:11,620
硬件

96
00:03:11,620 --> 00:03:12,699
现在的驱动力

97
00:03:12,699 --> 00:03:15,360
但先理解一些经济数据

98
00:03:15,360 --> 00:03:16,639
然后我想展示i

99
00:03:16,639 --> 00:03:19,139
M和S及PS最新数据，首先是资本

100
00:03:19,139 --> 00:03:21,319
在美联储日和杰罗姆·保威尔日有强劲订单

101
00:03:21,319 --> 00:03:22,719
我们听到的是三点三个百分点

102
00:03:22,719 --> 00:03:25,099
相比二月份预期的半个百分点

103
00:03:25,099 --> 00:03:26,659
这简直太疯狂了

104
00:03:26,659 --> 00:03:27,099
呃

105
00:03:27,099 --> 00:03:28,740
不管说是二月还是三月都一样

106
00:03:28,740 --> 00:03:33,780
Eci ecci 正在年化至三点六个百分点

107
00:03:33,780 --> 00:03:35,650
这绝对令人惊叹

108
00:03:35,650 --> 00:03:36,210
呃

109
00:03:36,210 --> 00:03:38,490
因为我们希望维持在三点百分比左右

110
00:03:38,490 --> 00:03:39,889
这就是工资增长幅度

111
00:03:39,889 --> 00:03:40,990
这是针对三月份的数据

112
00:03:40,990 --> 00:03:42,210
抱歉不是二月

113
00:03:42,210 --> 00:03:42,569
呃

114
00:03:42,569 --> 00:03:42,990
那笔资本

115
00:03:42,990 --> 00:03:44,349
订单数量良好

116
00:03:44,349 --> 00:03:44,830
呃

117
00:03:44,830 --> 00:03:46,710
Eci 正在年化至三点

118
00:03:46,710 --> 00:03:47,629
六个百分点保持稳定

119
00:03:47,629 --> 00:03:49,210
这就是杰罗姆·鲍威尔所说的

120
00:03:49,210 --> 00:03:49,469
你知道的

121
00:03:49,469 --> 00:03:52,229
当前劳动力市场并非工资通胀来源

122
00:03:52,229 --> 00:03:53,710
或更广泛的通胀压力

123
00:03:53,710 --> 00:03:54,289
呃

124
00:03:54,289 --> 00:03:56,229
尽管工资仍在按目标增长

125
00:03:56,229 --> 00:03:58,449
因此约有70%的传导效应

126
00:03:58,449 --> 00:04:01,819
70%的三点六仍处于高位

127
00:04:01,819 --> 00:04:03,900
但传导约两到五个百分点

128
00:04:03,900 --> 00:04:06,269
这大致与当前通胀水平相当

129
00:04:06,269 --> 00:04:10,329
昨日持续请领人数降至五十年来最低

130
00:04:10,329 --> 00:04:12,389
实际上盈利数据占据主导

131
00:04:12,389 --> 00:04:15,479
我稍后会展示一些盈利数据

132
00:04:15,479 --> 00:04:16,680
我想向你展示

133
00:04:16,680 --> 00:04:19,120
为何某些公司盈利表现突出

134
00:04:19,120 --> 00:04:23,519
但首先理解报告要点

135
00:04:23,519 --> 00:04:24,879
比如制造业

136
00:04:24,879 --> 00:04:25,600
PMI指数

137
00:04:25,600 --> 00:04:27,290
我将列出关键数据

138
00:04:27,290 --> 00:04:30,250
我认为这就是你订阅频道的原因

139
00:04:30,250 --> 00:04:30,949
如果你还没订阅

140
00:04:30,949 --> 00:04:31,610
请立即订阅

141
00:04:31,610 --> 00:04:33,970
我会深入细节分析

142
00:04:33,970 --> 00:04:36,250
并努力寻找小金矿

143
00:04:36,250 --> 00:04:37,490
为你挖掘金块

144
00:04:37,490 --> 00:04:38,810
但最终你无需

145
00:04:38,810 --> 00:04:41,110
无需跟随我的交易提示

146
00:04:41,110 --> 00:04:41,490
我的

147
00:04:41,490 --> 00:04:41,970
你知道的

148
00:04:41,970 --> 00:04:44,269
短期或中期股票买入清单

149
00:04:44,269 --> 00:04:44,689
这些清单

150
00:04:44,689 --> 00:04:45,009
你知道的

151
00:04:45,009 --> 00:04:46,029
接下来三个月内的人

152
00:04:46,029 --> 00:04:47,540
接下来六个月到八个月的人

153
00:04:47,540 --> 00:04:48,639
可能十二个月

154
00:04:48,639 --> 00:04:49,000
然后

155
00:04:49,000 --> 00:04:50,079
当然长期的暴力

156
00:04:50,079 --> 00:04:51,439
你不必遵循这个

157
00:04:51,439 --> 00:04:54,750
嗯，找关键点自己做决定对吧

158
00:04:54,750 --> 00:04:57,230
但总之加入课程会员

159
00:04:57,230 --> 00:04:58,230
当然要见凯文先生

160
00:04:58,230 --> 00:04:58,670
但总之

161
00:04:58,670 --> 00:05:02,740
整体经济已连续十八个月扩张

162
00:05:02,740 --> 00:05:06,139
新订单指数连续第四个月扩张

163
00:05:06,139 --> 00:05:09,500
在连续四个月收缩后

164
00:05:09,500 --> 00:05:13,639
公平地说我们有一月二月三月四月

165
00:05:13,639 --> 00:05:15,139
全部积极

166
00:05:15,139 --> 00:05:16,220
在战争期间

167
00:05:16,220 --> 00:05:17,040
你知道在三月

168
00:05:17,040 --> 00:05:17,720
我就像个老兄

169
00:05:17,720 --> 00:05:20,139
你知道现在三个月的积极数据

170
00:05:20,139 --> 00:05:20,439
现在

171
00:05:20,439 --> 00:05:21,860
四个月的积极数据

172
00:05:21,860 --> 00:05:23,100
我记得当时看这个

173
00:05:23,100 --> 00:05:26,319
我心想经济在2026年复苏

174
00:05:26,319 --> 00:05:29,279
你知道十月十一月十二月人们很紧张

175
00:05:29,279 --> 00:05:29,839
你知道

176
00:05:29,839 --> 00:05:32,040
因为有些数据连续多月收缩

177
00:05:32,040 --> 00:05:33,759
劳动力市场并不理想

178
00:05:33,759 --> 00:05:38,480
第一季度我们看到显著反弹

179
00:05:38,480 --> 00:05:40,000
GDP维持2%增长

180
00:05:40,000 --> 00:05:41,819
这远超预期

181
00:05:41,819 --> 00:05:42,139
我说

182
00:05:42,139 --> 00:05:44,240
从技术上看经济学家调查略高

183
00:05:44,240 --> 00:05:46,399
但普遍认为存在真实风险

184
00:05:46,399 --> 00:05:49,100
我们将面临左尾风险跌入悬崖

185
00:05:49,100 --> 00:05:51,339
基本意味着大幅下跌

186
00:05:52,660 --> 00:05:53,180
打扰了

187
00:05:53,180 --> 00:05:53,500
好的

188
00:05:53,500 --> 00:05:54,610
现在

189
00:05:54,610 --> 00:05:54,970
呃

190
00:05:54,970 --> 00:05:56,569
这里还有我想指出的

191
00:05:56,569 --> 00:05:58,230
看看这段评论

192
00:05:58,230 --> 00:06:03,019
这就是我称之为最令人沮丧的

193
00:06:03,019 --> 00:06:03,779
呃

194
00:06:03,779 --> 00:06:04,680
为人们带来的 rally

195
00:06:04,680 --> 00:06:06,319
人们都很愤怒

196
00:06:06,319 --> 00:06:07,620
现在他们已筹集资金

197
00:06:07,620 --> 00:06:11,088
但无法快速部署资金

198
00:06:11,088 --> 00:06:15,149
我们六十六点七五的价目标

199
00:06:15,149 --> 00:06:17,110
是下周五的目标

200
00:06:17,110 --> 00:06:18,329
而今天早上

201
00:06:18,329 --> 00:06:18,910
嗯

202
00:06:18,910 --> 00:06:20,490
当我们处于六十六十七的时候

203
00:06:20,490 --> 00:06:22,449
我说啊

204
00:06:22,449 --> 00:06:23,430
我们要上去了

205
00:06:23,430 --> 00:06:23,870
宝贝

206
00:06:23,870 --> 00:06:25,449
就像我之前一直看涨

207
00:06:25,449 --> 00:06:25,689
今天

208
00:06:25,689 --> 00:06:27,629
没有任何负面因素

209
00:06:27,629 --> 00:06:28,370
呃

210
00:06:28,370 --> 00:06:29,610
我在投资报告中的看涨观点

211
00:06:29,610 --> 00:06:34,199
今早和昨天我坚持看多立场

212
00:06:34,199 --> 00:06:38,470
昨天很有趣因为它花了九十分钟才开始上涨

213
00:06:38,470 --> 00:06:38,949
呃

214
00:06:38,949 --> 00:06:41,589
最终全天上涨近一个百分点

215
00:06:41,589 --> 00:06:42,329
相当惊人

216
00:06:42,329 --> 00:06:44,670
所以我不得不应对一些机构抛售

217
00:06:44,670 --> 00:06:48,379
但这是令人沮丧的看这伊朗战争第二个月

218
00:06:48,379 --> 00:06:50,658
三条评论是正面的

219
00:06:50,658 --> 00:06:53,459
百分之六十九是负面的

220
00:06:53,459 --> 00:06:54,439
这就是问题所在

221
00:06:54,439 --> 00:06:56,619
这就是为什么我说这是最令人沮丧的反弹

222
00:06:56,619 --> 00:07:00,480
因为大多数评论都很合理

223
00:07:00,480 --> 00:07:01,620
我在企业中看到这一点

224
00:07:01,620 --> 00:07:04,819
人们对伊朗局势持负面看法

225
00:07:04,819 --> 00:07:07,589
人们不希望陷入战争

226
00:07:07,790 --> 00:07:09,610
但当人们情绪负面时

227
00:07:09,610 --> 00:07:11,850
他们会逐渐认输

228
00:07:11,850 --> 00:07:13,829
然后转回看多阵营

229
00:07:13,829 --> 00:07:16,170
这就是我们持续新高的原因

230
00:07:16,170 --> 00:07:17,019
在新高之后

231
00:07:17,019 --> 00:07:18,779
我们将更新纳斯达克

232
00:07:18,779 --> 00:07:19,660
一百美元的目标价

233
00:07:19,660 --> 00:07:21,560
现在我们已达到六十七点五目标

234
00:07:21,560 --> 00:07:23,060
在会员直播中

235
00:07:23,060 --> 00:07:24,418
所以我们对此非常兴奋

236
00:07:24,418 --> 00:07:25,918
但如果你往下看

237
00:07:25,918 --> 00:07:28,730
需注意一些风险提示

238
00:07:28,730 --> 00:07:32,889
正面提示是新订单需求情绪积极

239
00:07:32,889 --> 00:07:34,649
正负比为一点六比一点

240
00:07:34,649 --> 00:07:34,930
零

241
00:07:34,930 --> 00:07:36,970
正负评论比例

242
00:07:36,970 --> 00:07:38,790
尽管整体情绪负面

243
00:07:38,790 --> 00:07:40,529
订单仍在持续流入

244
00:07:40,529 --> 00:07:42,850
然后如果你实际查看

245
00:07:42,850 --> 00:07:44,129
应该是劳工数据

246
00:07:44,129 --> 00:07:45,209
是在这个报告还是另一个

247
00:07:45,209 --> 00:07:46,170
可能在另一个里

248
00:07:46,170 --> 00:07:47,089
这个数据稍弱

249
00:07:47,089 --> 00:07:48,129
这是标普全球

250
00:07:48,129 --> 00:07:50,379
另一家类似公司

251
00:07:50,379 --> 00:07:55,430
他们说，订单簿的生产增长是四年来的最陡峭涨幅

252
00:07:55,430 --> 00:07:56,389
然而

253
00:07:56,389 --> 00:08:00,509
他们认为这是因为企业试图应对供应链短缺

254
00:08:00,509 --> 00:08:02,339
由于连续四次上涨

255
00:08:02,339 --> 00:08:06,540
这是产出的新订单流入最强劲的提振

256
00:08:06,540 --> 00:08:09,579
自2022年四月以来

257
00:08:09,579 --> 00:08:11,699
这并非看空信号

258
00:08:11,699 --> 00:08:12,939
这是看涨信号

259
00:08:12,939 --> 00:08:13,379
不像是

260
00:08:13,379 --> 00:08:15,100
无论原因是什么

261
00:08:15,100 --> 00:08:16,220
这相当看涨

262
00:08:16,220 --> 00:08:16,939
现在

263
00:08:16,939 --> 00:08:18,079
更令人鼓舞的是

264
00:08:18,079 --> 00:08:20,980
企业对未来一年产出的预期有所改善

265
00:08:20,980 --> 00:08:24,689
部分反映了希望美国受战争影响小于此前预期

266
00:08:24,689 --> 00:08:25,110
然而

267
00:08:25,110 --> 00:08:27,730
随着企业扩张，失业率下降

268
00:08:27,730 --> 00:08:30,709
担忧在当前环境中需削减成本开支

269
00:08:30,709 --> 00:08:32,610
面对原材料价格上涨

270
00:08:32,610 --> 00:08:33,169
公平地说

271
00:08:33,169 --> 00:08:33,730
杰弗里

272
00:08:33,730 --> 00:08:34,330
格伦克

273
00:08:34,330 --> 00:08:36,049
你也懂大宗商品市场

274
00:08:36,049 --> 00:08:38,058
我将更多买入大宗商品

275
00:08:38,058 --> 00:08:40,259
我认为大宗商品热潮已经过去

276
00:08:40,259 --> 00:08:43,990
你知道我在凯文·沃什当选时预测了黄金顶部

277
00:08:43,990 --> 00:08:45,190
嗯

278
00:08:45,190 --> 00:08:45,509
你知道的

279
00:08:45,509 --> 00:08:48,479
我们至今未见新高

280
00:08:48,479 --> 00:08:49,778
黄金表现稳健

281
00:08:49,778 --> 00:08:51,298
目前约4600美元

282
00:08:51,298 --> 00:08:57,720
我认为我的预测是1月31日，黄金见顶

283
00:08:57,720 --> 00:08:58,960
当时是哪个月份

284
00:08:58,960 --> 00:09:01,849
2月2日左右

285
00:09:01,849 --> 00:09:03,249
1月28日

286
00:09:03,249 --> 00:09:04,509
或许可以放大查看

287
00:09:04,509 --> 00:09:05,489
大致在这个位置

288
00:09:05,489 --> 00:09:07,109
我的日期可能差几天

289
00:09:07,109 --> 00:09:08,919
但你应该记得当时的情况

290
00:09:08,919 --> 00:09:11,299
但我觉得大宗商品行情已结束

291
00:09:11,299 --> 00:09:12,159
这已是过去

292
00:09:12,159 --> 00:09:12,980
已经发生过了

293
00:09:12,980 --> 00:09:14,299
真正的下一波行情

294
00:09:14,299 --> 00:09:15,379
我想展示这个

295
00:09:15,379 --> 00:09:17,980
因为人们

296
00:09:17,980 --> 00:09:21,759
人们关注这些公司飙升的利润

297
00:09:21,759 --> 00:09:23,389
在这些公司中

298
00:09:23,389 --> 00:09:24,110
例如

299
00:09:24,110 --> 00:09:25,330
我观察亚马逊

300
00:09:25,330 --> 00:09:27,389
他们产品销售额增长了11%

301
00:09:27,389 --> 00:09:29,480
五个百分点的销售额由百分之二十贡献

302
00:09:29,480 --> 00:09:32,460
但他们的定价能力相对稳定

303
00:09:32,460 --> 00:09:34,039
但现金流为负

304
00:09:34,039 --> 00:09:34,539
负值

305
00:09:34,539 --> 00:09:35,129
十八

306
00:09:35,129 --> 00:09:36,710
十亿美元并非负数

307
00:09:36,710 --> 00:09:37,210
呃

308
00:09:37,210 --> 00:09:38,509
十八万美元是负数

309
00:09:38,509 --> 00:09:40,669
十八十亿美元

310
00:09:40,669 --> 00:09:41,970
自由现金流

311
00:09:41,970 --> 00:09:43,090
嗯

312
00:09:43,090 --> 00:09:44,149
你知道他们不得不筹集五

313
00:09:44,149 --> 00:09:45,419
三亿美元债务

314
00:09:45,419 --> 00:09:48,200
所以为什么每股收益会飙升呢

315
00:09:48,200 --> 00:09:50,639
我马上在财务报表第八页展示给你看

316
00:09:50,639 --> 00:09:55,019
看看这个类人婴儿类人

317
00:09:55,019 --> 00:09:56,720
助力提升

318
00:09:56,720 --> 00:10:03,629
与十二家私营公司股权相关的收益调整

319
00:10:03,629 --> 00:10:06,289
三亿美元

320
00:10:06,289 --> 00:10:08,029
部分来自可转债

321
00:10:08,029 --> 00:10:11,210
与类人公司的合作及其他股权

322
00:10:11,210 --> 00:10:13,009
大量每股收益增长

323
00:10:13,009 --> 00:10:14,669
你在亚马逊看到的

324
00:10:14,669 --> 00:10:17,750
现在正处于上升趋势

325
00:10:17,750 --> 00:10:18,769
谷歌也是如此

326
00:10:18,769 --> 00:10:22,519
目前看到的涨幅主要来自类人公司的收益

327
00:10:22,519 --> 00:10:23,720
真不想这么说

328
00:10:23,720 --> 00:10:26,649
但切换到谷歌看看

329
00:10:26,649 --> 00:10:28,049
看看谷歌

330
00:10:28,049 --> 00:10:31,029
谷歌目前也在扩大债务规模

331
00:10:31,029 --> 00:10:34,389
他们已停止股票回购

332
00:10:34,389 --> 00:10:35,950
但你知道这里的情况

333
00:10:35,950 --> 00:10:36,649
哇

334
00:10:36,649 --> 00:10:40,269
其他收入从十亿美元增至三

335
00:10:40,269 --> 00:10:41,169
七亿美元

336
00:10:41,169 --> 00:10:41,990
嗯

337
00:10:41,990 --> 00:10:44,929
是SpaceX和类人公司

338
00:10:44,929 --> 00:10:45,690
我们最终

339
00:10:45,690 --> 00:10:46,090
呃

340
00:10:46,090 --> 00:10:46,950
在报告中发现

341
00:10:46,950 --> 00:10:47,789
我没收藏链接

342
00:10:47,789 --> 00:10:49,359
我本该收藏的

343
00:10:49,359 --> 00:10:52,458
但总之是类人和SpaceX

344
00:10:52,458 --> 00:10:54,370
在正式申报中

345
00:10:54,370 --> 00:10:55,769
他们正在披露这些信息

346
00:10:55,769 --> 00:10:57,809
这些是巨额股权收益

347
00:10:57,809 --> 00:11:01,200
来自人工智能和软件投资

348
00:11:01,200 --> 00:11:03,320
这些提升了每股收益

349
00:11:03,320 --> 00:11:04,500
所以你知道的

350
00:11:04,500 --> 00:11:06,159
为什么谷歌表现这么好

351
00:11:06,159 --> 00:11:07,870
亚马逊为什么表现这么好

352
00:11:07,870 --> 00:11:08,629
我是其中一员

353
00:11:08,629 --> 00:11:11,769
因为他们大幅投资软件领域

354
00:11:11,769 --> 00:11:14,350
这就是人们常问我关于机柜的事

355
00:11:14,350 --> 00:11:17,740
你知道你在用行动证明自己的话吗

356
00:11:17,740 --> 00:11:19,320
答案是肯定的

357
00:11:19,320 --> 00:11:22,349
所以房屋套利并

358
00:11:22,349 --> 00:11:23,589
我只是不是这么说的

359
00:11:23,589 --> 00:11:25,229
目前房屋套利没有融资

360
00:11:25,229 --> 00:11:26,480
这不是房屋套利的推销

361
00:11:26,480 --> 00:11:28,820
但房屋套利开始购买CPU

362
00:11:28,820 --> 00:11:30,799
没错处理单元

363
00:11:30,799 --> 00:11:32,139
中央处理器

364
00:11:32,139 --> 00:11:35,379
我们购买的CPU比Blackwell芯片更多

365
00:11:35,379 --> 00:11:38,589
大概两三个月前

366
00:11:38,589 --> 00:11:39,749
然后

367
00:11:39,749 --> 00:11:40,849
可能更多

368
00:11:40,849 --> 00:11:42,349
但在我们的课程成员直播中

369
00:11:42,349 --> 00:11:46,028
我提到的这些是ARM和A及D系列

370
00:11:46,028 --> 00:11:47,889
这些都是CPU供应商

371
00:11:47,889 --> 00:11:50,570
AMD是ARM的廉价兄弟

372
00:11:50,570 --> 00:11:52,110
基本上

373
00:11:52,110 --> 00:11:52,629
你知道的

374
00:11:52,629 --> 00:11:53,769
这里有些事情在发生

375
00:11:53,769 --> 00:11:57,009
我们为推理购买的CPU远超以往

376
00:11:57,009 --> 00:11:59,620
你知道训练部分

377
00:11:59,620 --> 00:12:01,899
Reinvest即将推出重大AI产品

378
00:12:01,899 --> 00:12:02,960
六月

379
00:12:02,960 --> 00:12:05,568
就在六十天内

380
00:12:06,009 --> 00:12:06,969
然后

381
00:12:06,969 --> 00:12:08,308
这确实令人惊叹

382
00:12:08,308 --> 00:12:16,990
因为这预示了AMD、英特尔和ARM的飙升

383
00:12:16,990 --> 00:12:17,470
我说

384
00:12:17,470 --> 00:12:20,789
看看AMD已经突破我们的

385
00:12:20,789 --> 00:12:22,490
三四十美元目标价

386
00:12:22,490 --> 00:12:24,289
可能稍有回调

387
00:12:24,289 --> 00:12:26,089
因为它涨幅过大

388
00:12:26,089 --> 00:12:28,808
ARM突破了188美元上限

389
00:12:28,808 --> 00:12:29,788
现在涨到212美元

390
00:12:29,788 --> 00:12:32,700
而英特尔同样表现强劲

391
00:12:32,700 --> 00:12:33,220
看看这个

392
00:12:33,220 --> 00:12:37,799
英特尔现在接近100美元，突破88美元关键点

393
00:12:37,799 --> 00:12:40,889
预计将达到106美元

394
00:12:40,889 --> 00:12:42,909
如果走势延续的话

395
00:12:42,909 --> 00:12:43,490
嗯

396
00:12:43,490 --> 00:12:45,309
人们接着问

397
00:12:45,309 --> 00:12:45,610
好吧

398
00:12:45,610 --> 00:12:46,190
但凯文

399
00:12:46,190 --> 00:12:46,850
所以像

400
00:12:46,850 --> 00:12:47,570
你知道的

401
00:12:47,570 --> 00:12:48,789
如果你这么看好

402
00:12:48,789 --> 00:12:49,409
你知道是什么

403
00:12:49,409 --> 00:12:51,149
他们的计划是什么

404
00:12:51,149 --> 00:12:52,049
在我看来

405
00:12:52,049 --> 00:12:59,529
人们购买更多计算资源是因为软件收入是下一个增长点

406
00:12:59,529 --> 00:13:01,690
你知道你要看团队财报

407
00:13:01,690 --> 00:13:03,269
他们仍在亏损

408
00:13:03,269 --> 00:13:06,950
不过他们的营收非常亮眼

409
00:13:06,950 --> 00:13:08,649
但净利润却是个

410
00:13:08,649 --> 00:13:09,110
你知道的

411
00:13:09,110 --> 00:13:10,490
这就是我们在课程中做的内容

412
00:13:10,490 --> 00:13:11,389
顺便说一下直播

413
00:13:11,389 --> 00:13:12,779
这只是个示例

414
00:13:12,779 --> 00:13:13,940
这就是我们做的类型

415
00:13:13,940 --> 00:13:15,179
就像每天都在做

416
00:13:15,179 --> 00:13:17,019
市场几乎每天开放

417
00:13:17,019 --> 00:13:17,818
嗯

418
00:13:19,029 --> 00:13:20,250
你知道这个团队

419
00:13:20,250 --> 00:13:21,110
例如

420
00:13:21,110 --> 00:13:24,269
他们的收入增速达到21%

421
00:13:24,269 --> 00:13:25,110
而大家纷纷表示

422
00:13:25,110 --> 00:13:25,350
哦

423
00:13:25,350 --> 00:13:27,049
AI将颠覆这家公司

424
00:13:27,049 --> 00:13:29,409
现在收入增速提升至3%

425
00:13:29,409 --> 00:13:32,009
在三个月内同比增长3.1%

426
00:13:32,009 --> 00:13:35,120
九个月内同比增长25%

427
00:13:35,120 --> 00:13:37,480
毛利率达到85%

428
00:13:37,480 --> 00:13:38,399
5个百分点

429
00:13:38,399 --> 00:13:39,240
3%

430
00:13:39,240 --> 00:13:40,279
规模巨大

431
00:13:40,279 --> 00:13:41,240
兄弟

432
00:13:41,240 --> 00:13:42,139
巨大

433
00:13:42,139 --> 00:13:44,850
如今他们的成本极低

434
00:13:44,850 --> 00:13:47,610
但不得不持续增加研发和营销投入

435
00:13:47,610 --> 00:13:48,129
嗯

436
00:13:48,129 --> 00:13:49,889
这家公司还有一些其他问题

437
00:13:49,889 --> 00:13:51,789
但拥有坚固的资产负债表

438
00:13:51,789 --> 00:13:53,009
现金流充沛

439
00:13:53,009 --> 00:13:56,980
他们回购的股票是发行量的两倍

440
00:13:56,980 --> 00:13:58,720
这一点非常重要

441
00:13:58,720 --> 00:14:00,730
人们常会忘记

442
00:14:00,730 --> 00:14:01,970
人们常会忘记

443
00:14:01,970 --> 00:14:03,389
公司之所以

444
00:14:03,389 --> 00:14:09,009
像软件公司能支撑股价是因为他们向员工发放股票期权

445
00:14:09,009 --> 00:14:10,009
员工随后抛售

446
00:14:10,009 --> 00:14:10,929
以便购房

447
00:14:10,929 --> 00:14:11,370
游艇

448
00:14:11,370 --> 00:14:12,929
或任何他们想做的事

449
00:14:12,929 --> 00:14:15,809
高管抛售不一定是看空信号

450
00:14:15,809 --> 00:14:16,929
他们只是需要现金

451
00:14:16,929 --> 00:14:18,330
他们想去花钱去度假

452
00:14:18,330 --> 00:14:19,090
或者随便什么

453
00:14:19,090 --> 00:14:19,870
呃

454
00:14:19,870 --> 00:14:22,690
其实有一个

455
00:14:22,690 --> 00:14:23,669
其实是一项研究

456
00:14:23,669 --> 00:14:27,580
内幕抛售并不是好的领先指标

457
00:14:27,580 --> 00:14:30,690
内幕增持是好的领先指标

458
00:14:30,690 --> 00:14:32,529
不过很多人会争论

459
00:14:32,529 --> 00:14:34,889
那么交易部门应该表现很好

460
00:14:34,889 --> 00:14:36,909
因为ceo一直在买入

461
00:14:36,909 --> 00:14:38,269
它仍然在拖累

462
00:14:38,269 --> 00:14:39,830
就像这里的一个拖累

463
00:14:40,830 --> 00:14:41,149
总之

464
00:14:41,149 --> 00:14:43,549
关键是你要看到公司回购股票

465
00:14:43,549 --> 00:14:45,078
这样就没有抛售压力

466
00:14:45,078 --> 00:14:47,438
他们发行了四亿美元的股票期权

467
00:14:47,438 --> 00:14:48,999
但回购了九亿美元

468
00:14:48,999 --> 00:14:51,379
至少Atlassian是这样

469
00:14:51,379 --> 00:14:52,080
嗯

470
00:14:52,080 --> 00:14:53,980
那是一个奇怪的发音错误

471
00:14:53,980 --> 00:14:55,328
然后嗯

472
00:14:55,328 --> 00:14:57,849
你知道你在完全抵消

473
00:14:57,849 --> 00:15:00,210
即使所有这些人抛售

474
00:15:00,210 --> 00:15:00,750
所以

475
00:15:00,750 --> 00:15:01,049
你知道

476
00:15:01,049 --> 00:15:03,409
这些都是在表格中需要关注的要点

477
00:15:03,409 --> 00:15:04,389
我们教的内容

478
00:15:04,389 --> 00:15:05,169
你知道在频道里

479
00:15:05,169 --> 00:15:06,149
所以记得订阅

480
00:15:06,149 --> 00:15:06,690
分享视频

481
00:15:06,690 --> 00:15:09,110
但你知道对我来说

482
00:15:09,110 --> 00:15:10,629
这仍然带来这个想法

483
00:15:10,629 --> 00:15:10,789
好吧

484
00:15:10,789 --> 00:15:11,149
凯文

485
00:15:11,149 --> 00:15:13,110
我们明白了你一直看多硬件

486
00:15:13,110 --> 00:15:15,149
你从月初就开始看多

487
00:15:15,629 --> 00:15:17,490
你说软件是下一步

488
00:15:17,490 --> 00:15:19,690
但软件仍然处于低迷期

489
00:15:19,690 --> 00:15:20,429
我同意

490
00:15:20,429 --> 00:15:22,350
可能还需要大约五个月

491
00:15:22,350 --> 00:15:24,710
但我认为这创造了买入机会

492
00:15:24,710 --> 00:15:26,710
就像债券投资者一样

493
00:15:26,710 --> 00:15:27,190
然后他们说

494
00:15:27,190 --> 00:15:27,509
凯文

495
00:15:27,509 --> 00:15:28,789
你可是房地产专家

496
00:15:28,789 --> 00:15:29,809
来吧兄弟

497
00:15:29,809 --> 00:15:32,549
收益率有4.4%

498
00:15:32,549 --> 00:15:34,090
4.37%

499
00:15:34,090 --> 00:15:34,690
现在

500
00:15:34,690 --> 00:15:37,090
像这样怎么算好呢其实不好

501
00:15:37,090 --> 00:15:39,568
但其实这正是计划的一部分

502
00:15:41,769 --> 00:15:43,068
打扰一下啊

503
00:15:43,068 --> 00:15:43,528
真笨

504
00:15:43,528 --> 00:15:44,749
 lingering cough

505
00:15:44,749 --> 00:15:45,489
呃

506
00:15:45,489 --> 00:15:46,389
哦对啊

507
00:15:46,389 --> 00:15:47,769
让我给你展示计划

508
00:15:47,769 --> 00:15:48,389
好的

509
00:15:48,389 --> 00:15:50,149
我拿出白板

510
00:15:50,149 --> 00:15:52,669
拿出一支漂亮的红色马克笔

511
00:15:52,669 --> 00:15:53,769
我们要一起完成这个

512
00:15:53,769 --> 00:15:54,980
好的

513
00:15:55,379 --> 00:15:57,259
那计划是什么

514
00:15:57,259 --> 00:15:57,779
嗯

515
00:15:57,779 --> 00:15:58,200
这个计划

516
00:15:58,200 --> 00:16:01,779
橡皮筋人啊 这是在哪里

517
00:16:01,779 --> 00:16:03,559
我早在2022年就说过这个

518
00:16:03,559 --> 00:16:04,980
如果你在这里待了很久

519
00:16:04,980 --> 00:16:06,559
你应该还记得这个

520
00:16:06,559 --> 00:16:11,649
我在2022年提到过利率会更低

521
00:16:11,649 --> 00:16:20,220
并坚持认为到2032年因通缩会创历史新低

522
00:16:20,220 --> 00:16:22,240
技术性通缩

523
00:16:22,240 --> 00:16:25,299
这将通过某种货币增发来抵消

524
00:16:25,299 --> 00:16:29,529
但基本上从2022到2032

525
00:16:29,850 --> 00:16:31,289
这就是需要的时间

526
00:16:31,289 --> 00:16:32,649
实际让利率正常化

527
00:16:32,649 --> 00:16:33,570
让人们都说好吧

528
00:16:33,570 --> 00:16:35,169
通胀确实是暂时的

529
00:16:35,169 --> 00:16:35,970
换句话说

530
00:16:35,970 --> 00:16:37,659
在十年内是暂时的

531
00:16:37,659 --> 00:16:39,340
这取决于如何定义

532
00:16:39,340 --> 00:16:40,799
根本不是暂时的

533
00:16:40,799 --> 00:16:42,100
这是很长一段时间

534
00:16:42,100 --> 00:16:43,059
你需要拉长时间线

535
00:16:43,059 --> 00:16:46,480
比如以世纪为单位才能称其短暂

536
00:16:46,799 --> 00:16:49,740
但我看到了这个并坚持这个观点

537
00:16:49,740 --> 00:16:51,059
现在我们到了2026年

538
00:16:51,059 --> 00:16:51,500
对吧

539
00:16:51,500 --> 00:16:52,759
我仍然坚持这个

540
00:16:52,759 --> 00:16:55,179
所以我的观点是

541
00:16:55,179 --> 00:16:58,200
如果需要十年时间让利率下降

542
00:16:58,200 --> 00:17:00,870
现在最该做的事

543
00:17:00,870 --> 00:17:03,750
在这窗口期买入房地产

544
00:17:03,750 --> 00:17:05,720
当别人不想买的时候

545
00:17:06,039 --> 00:17:10,640
2022年我创立House Hack公司时

546
00:17:10,640 --> 00:17:13,078
你知道dba reinvest

547
00:17:13,358 --> 00:17:17,439
之所以叫dba reinvest是因为我们有房地产AI投资工具

548
00:17:17,439 --> 00:17:18,638
我们推出了reinvest股票

549
00:17:18,638 --> 00:17:19,640
AI即将推出

550
00:17:19,640 --> 00:17:22,160
现有课程成员将获得新功能

551
00:17:22,160 --> 00:17:23,380
比如这里有很多东西

552
00:17:23,380 --> 00:17:25,799
所以房地产公司实际上只定义了业务的一部分

553
00:17:25,799 --> 00:17:26,809
不过暂且不提

554
00:17:27,930 --> 00:17:29,809
如果你仔细想想，这到底是什么

555
00:17:29,809 --> 00:17:31,230
这是一家房地产公司

556
00:17:31,230 --> 00:17:33,390
这其实是软件公司的 Trojan 马

557
00:17:33,390 --> 00:17:35,549
你知道我们拥有真正的房地产 AI

558
00:17:35,549 --> 00:17:38,069
如果你对齐

559
00:17:38,069 --> 00:17:40,630
我正在这家公司做的实际业务

560
00:17:43,470 --> 00:17:44,369
没有银行债务对吧

561
00:17:44,369 --> 00:17:46,109
我们当然有债券债务

562
00:17:46,109 --> 00:17:46,779
嗯

563
00:17:46,779 --> 00:17:48,160
但没有真正的

564
00:17:48,160 --> 00:17:49,400
嗯银行贷款

565
00:17:49,400 --> 00:17:50,220
嗯

566
00:17:50,220 --> 00:17:50,539
你知道的

567
00:17:50,539 --> 00:17:52,839
加上公司其他所有资产

568
00:17:53,160 --> 00:17:58,720
我们正用这些资产开发软件并扩大房地产投资组合

569
00:17:58,720 --> 00:18:02,829
对我来说这就是本十年的主题

570
00:18:02,829 --> 00:18:05,789
因为现在没人真的想买房地产

571
00:18:05,789 --> 00:18:06,750
这不性感

572
00:18:06,750 --> 00:18:08,990
现在也没人想买软件

573
00:18:08,990 --> 00:18:10,119
同样不性感

574
00:18:10,119 --> 00:18:10,980
因为人们会说

575
00:18:10,980 --> 00:18:11,279
哦

576
00:18:11,279 --> 00:18:12,500
利率太高了

577
00:18:12,500 --> 00:18:15,138
哦 AI 会摧毁所有软件

578
00:18:15,138 --> 00:18:16,358
另一方面

579
00:18:16,358 --> 00:18:18,058
我觉得利率高

580
00:18:18,058 --> 00:18:19,219
其他人不想买

581
00:18:19,219 --> 00:18:21,019
现在正是我买入的好时机

582
00:18:21,019 --> 00:18:22,138
利率高

583
00:18:22,138 --> 00:18:25,059
我买入因为当它们低时

584
00:18:25,059 --> 00:18:26,799
大家都会狂热

585
00:18:26,799 --> 00:18:28,559
就像2021年那样

586
00:18:28,559 --> 00:18:29,880
其实挺有趣的

587
00:18:29,880 --> 00:18:34,240
如果你在2020年4月新冠期间看过我

588
00:18:34,240 --> 00:18:34,799
我说

589
00:18:34,799 --> 00:18:35,059
哦

590
00:18:35,059 --> 00:18:35,960
天啊

591
00:18:35,960 --> 00:18:37,700
价格涨得这么快

592
00:18:37,700 --> 00:18:42,380
会员甚至订阅者每周都会发来你所在区域的数据

593
00:18:42,380 --> 00:18:44,859
每周价格成交数据

594
00:18:44,859 --> 00:18:45,519
我们当时就说

595
00:18:45,519 --> 00:18:46,420
天啊

596
00:18:46,420 --> 00:18:47,339
库存在增加

597
00:18:47,339 --> 00:18:48,759
价格却在上涨

598
00:18:48,759 --> 00:18:49,940
大家却说

599
00:18:49,940 --> 00:18:51,140
房地产要崩盘了

600
00:18:51,140 --> 00:18:52,079
房地产即将崩盘

601
00:18:52,079 --> 00:18:55,539
我出去买了十二处房产，大家纷纷表示

602
00:18:55,539 --> 00:18:55,700
哦

603
00:18:55,700 --> 00:18:56,380
这太蠢了

604
00:18:56,380 --> 00:18:57,359
2021年

605
00:18:57,359 --> 00:18:58,019
2022年

606
00:18:58,019 --> 00:18:59,859
我们经历了巨大的房地产繁荣

607
00:18:59,859 --> 00:19:00,960
这简直疯狂

608
00:19:00,960 --> 00:19:04,119
所以你要在不受欢迎的时候买入

609
00:19:04,119 --> 00:19:07,068
在我看来我们正在买入房地产

610
00:19:07,068 --> 00:19:08,190
在不受欢迎的时候买入

611
00:19:08,190 --> 00:19:09,970
同时我们正在开发软件

612
00:19:09,970 --> 00:19:11,769
当软件不受欢迎时

613
00:19:11,769 --> 00:19:13,430
这有点像楔子

614
00:19:13,430 --> 00:19:16,730
现在是买入软件和房地产的好时机

615
00:19:16,730 --> 00:19:19,230
这就是我的核心观点

616
00:19:19,230 --> 00:19:20,009
硬件优先

617
00:19:20,009 --> 00:19:20,430
不过

618
00:19:20,430 --> 00:19:20,970
呃

619
00:19:20,970 --> 00:19:22,269
由于CPU转型

620
00:19:22,269 --> 00:19:23,599
所以我认为

621
00:19:23,599 --> 00:19:27,309
很多人会对这些事感到非常沮丧

622
00:19:27,309 --> 00:19:29,230
现在人们可能会

623
00:19:29,230 --> 00:19:31,990
周末前获利了结

624
00:19:31,990 --> 00:19:34,769
但每分钟的波动

625
00:19:34,769 --> 00:19:35,960
这里无关紧要

626
00:19:35,960 --> 00:19:37,099
关键在于

627
00:19:37,099 --> 00:19:39,670
仍有大量空头在场外观望

628
00:19:39,670 --> 00:19:42,069
我们自月初以来一直看涨

629
00:19:42,069 --> 00:19:45,029
说实话很可能会持续

630
00:19:45,029 --> 00:19:49,930
第三艘航母离开中东 特朗普不太可能再次发动空袭

631
00:19:49,930 --> 00:19:51,259
在中期选举前

632
00:19:51,259 --> 00:19:53,259
你有个帅气的杰伊

633
00:19:53,259 --> 00:19:53,920
身体健康的

634
00:19:53,920 --> 00:19:55,319
快乐的船长

635
00:19:55,319 --> 00:19:56,279
美国衬衫

636
00:19:56,279 --> 00:19:58,119
他正展示你的优惠码

637
00:19:58,119 --> 00:19:58,480
再见

638
00:19:58,480 --> 00:19:59,019
鲍威尔

639
00:19:59,019 --> 00:20:00,440
去我的频道看看

640
00:20:00,440 --> 00:20:01,220
凯文频道

641
00:20:01,220 --> 00:20:02,359
非常感谢大家

642
00:20:02,359 --> 00:20:03,039
我爱你们

643
00:20:03,039 --> 00:20:03,599
还有

644
00:20:03,599 --> 00:20:05,180
我们很快再见

645
00:20:05,180 --> 00:20:07,619
为什么不推广这些内容呢

646
00:20:07,619 --> 00:20:09,380
感觉没人知道这个

647
00:20:09,380 --> 00:20:11,579
我们试试小范围广告

648
00:20:11,579 --> 00:20:12,619
恭喜兄弟

649
00:20:12,619 --> 00:20:13,380
你做了这么多

650
00:20:13,380 --> 00:20:14,440
人们喜欢你

651
00:20:14,440 --> 00:20:15,140
仰慕你

652
00:20:15,140 --> 00:20:16,200
凯文·帕弗拉特在此

653
00:20:16,200 --> 00:20:18,619
金融分析师兼YouTuber凯文

654
00:20:18,619 --> 00:20:20,039
总是很期待听到你的观点

共 1 条，按点赞数排序。

采集完成，该视频无弹幕