【NaNa说美股】20260602老钱们也被狂割啊😭！

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大家好

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欢迎回到娜娜说

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美股今天是6月2号

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美股三大股指呢微幅收窄

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软件股连续上涨后

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今天大幅回调

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而资金又跑去半导体了哈

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华尔街如金石

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遍地开花

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一会拉这个

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一会儿拉那个轮动的非常快

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稍微反应不过来

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就可能跟不上节奏了

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吃不到肉还没关系哈

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最怕就是做反了

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买入的股票被砸

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没有买的反而狂拉

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川普告诉媒体

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与伊朗的谈判进展顺利

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计划在下周与伊朗达成协议

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但是原有市场似乎并不太相信

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或者是听烦了这句话

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油价的继续回升

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标普500指数今天继续在7600点附近磨洋工

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最近指数日内波动越来越小

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日K连续收出小阳线

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小十字星

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那值100

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这一边呢还是继续疯牛行情

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一个劲儿的狂拉

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花旗策略师团队警告称

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纳指100在过去近六周时间

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几乎一直处于技术超买状态啊

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多头仓位已经呈现过度拥挤

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这个面临极高的获利了结与多头平仓风险

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下行压力正显著上升

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他还补充称

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相较于纳指100

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标普500指数

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因为市场内仍保留着相当规模的空头仓位

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具备一定的逼空空间

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这个短期内有望获得部分支撑

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其实啊嗯纳指100周线RSI连续六周处于超卖区域

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并不是什么很罕见的现象

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比如在2023年5月到7月份期间

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纳指100呢就曾连续11周都处于超买区域

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直到第12周才开始一轮10%的回调

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所以呢问题并不是出在指数连续六周超卖

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而是这一轮上涨的速度过快过猛

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涨势过于陡峭

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就是它六周涨幅相当于是过去十一十二周的涨幅

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相比之下

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比特币这边就很惨淡了

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价格日内呢最低跌到了6.6万美元

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较去年10月份的历史高点下跌了近50%

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就腰斩了

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过去数小时内

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超过10亿美元的加密货币被强制平仓

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就多头爆仓了哈币圈情绪呢再次跌入了恐惧区域

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AI投资热潮持续抽走币圈的资金

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推高股市

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黄仁勋今天在台北那边继续带货

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吹完光通信又吹麦威尔科技

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光通信板块前段时间回调

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今天再度走高

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COH2股价大涨17.60%

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涨标普500指数

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黄老板说

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AI的尽头不是算力

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我还以为他会说是电力呢

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结果他说是连接啊

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于是光通信立即就喷了啊

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老黄说童懒哈

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光互联未来多年都将发挥重要作用

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只要还能使用铜缆呢

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就先尽量先使用铜蓝

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等铜缆无法满足需求之后再使用光互联扩展规模

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迈威尔科技更是这跳空暴涨哈

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老黄推荐的下一个万亿美元公司就是它了

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如今市值才2543亿美元

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也就是说股价未来还要再翻个四五倍

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我信了哈

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买了

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如果未来达不到万亿美元

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那差额就找老还去补

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当然老黄也不是白给迈威尔科技站台的

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今年3月

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英伟达就已经向迈威尔科技投资了20亿美元

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所以这也是达子的小弟之一

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如今老环也和川普一样哈

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点石成金

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bump这个股票的能力是杠杠的

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股价单日爆拉这么多

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只有想不到

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没有这个man street做不到的公司

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如今呢重点布局AI数据中心

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网络定制AI芯片以及光通信技术

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就是他又做这定制芯片

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又做光通信多元化发展

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目前定制芯片上市公司的最核心业务

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连带着另一家定制芯片龙头博通

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今天股价也大涨

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公司明天盘后即将公布财报

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业G估计是没有什么问题的

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但是股价如何反应就无法预测了哈

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希望别学那个英伟达会与HPE股价季后呢也同样大涨

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但是日内高开低走

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初一度涨近37%

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尾盘涨幅呢收窄到19.5%

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估值太高了一些

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比那个戴尔科技高出很多

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所以短线资金可能获利了结

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又跑去抄底戴尔了

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公司财报不错嗯

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AI热潮引爆了服务器与网络设备需求

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公司Q2营收107亿美元

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同比增长40%

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调整后每股收益79美分

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远超预期的53美分

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而且呢还大幅上调了全年营收增长预期

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这与上周发布好于预期财报的戴尔科技形成了相呼应哈

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两家公司的强势业绩呢共同印证了AI与传统服务器需求的持续旺盛

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SMCI股价经期也受益于啊这个服务器板块情绪持续走强

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嗯公司今天还宣布与arm合作推出节能型AI服务器

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不过这公司管理层嗯有些问题哈

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我还是不太敢碰

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只关注戴尔科技那一边

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不过很多人可能没有注意到的是

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这两天美股市场中最惨烈的板块呢

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其实是以往躺着赚钱的那些传统交易所巨头

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芝加哥期权交易所CBOE连续两天股价暴跌了17%

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已经从高点回撤近27%了哈

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嗯这个CBOE最赚钱的王牌业务就是VX衍生品的交易手续费

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市场越动荡

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他赚的钱就越多

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近期震伽马环境导致美股大盘极度钝化

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市场波动持续下降

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买VIX衍生品对冲的少了

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他赚的手续费也少了

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另外就在今天

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CBOE官方高调宣布

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已经获得sec的正式批准

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计划于今年年底推出这个每周五天

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每天23小时的每股全天候交易机制

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全天候交易意味着交易所的运营成本将会面临着阶梯式的暴涨

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而且延长交易时间不一定能够成比例的带来增量交易额哈

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反而可能会分流常规时段的一些流动性呃所以机构资金选择先跌为敬

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而且在科技股当下持续疯狂吸金的时候

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像CBOE这一类传统衍生品交易所股票呢也成为机构最方便

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也最顺理成章的提款机

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另一家C字开头的芝加哥商品交易所cm e近期也被机构给持续抽血

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股价垂直下跌

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传一年多以来的新低

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这些传统交易所巨头们正在面临去中心化交易所

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hyper liquid的正面硬干与降维打击

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传统交易所的期货是有到期日的

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需要定期长期摩擦

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成本极高

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而且开户审批繁琐

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而hyper liquid的这个永续合约无需展期

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无需实物交割

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杠杆

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可以最高40倍

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自建的L1区块链能够实现实时链上清算

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大量原本在这个资商所做跨资产套利宏观对冲的那些量化机构们

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如今正在用脚投票哈

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传统交易所躺着赚钱的时代被彻底终结了

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而洲际交易所ICE呢也与智商所泄密一样

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承受着相同的行业估值下修压力

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股价如今接近两年低点

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ICE最赚钱的王牌产品是布伦特原油期货和柴油天然气衍生品

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而这一块刚好也被这个hyper liquid分走了蛋糕

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根据coin desk data的数据

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自2023年上线以来

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WTI和布伦特原有合约呢就占了HYPOLIQUID的全部交易量的近一半

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我估计川普几个儿子都在这个平台上面做那个大金鱼哈

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白银期货和纳指100的期货呢

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紧随这些原有期货的后面

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也是这个交易量非常火爆的合约

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所以这三家传统交易所目前都处于非常惨烈的杀估值阶段

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如果想要在这三家中选一个抄底的话

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那我是比较建议啊

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C b o e

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因为期权是永续合约

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短时间内无法复制的垄断的生意哈

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嗯机构买期权和永续合约还是不一样的

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未来几年内都不太可能被取代

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而且美股市场也不可能永远处于这种正干嘛的死水状态吗

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一旦未来大盘发生中期回撤

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熊市威克斯必将暴起啊

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届时大家就冲进去买那些put呃

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或者是压住这个weeks上升哈

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CPUE又能够躺赚手续费了

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如今它的股价暴跌之后呢

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估值泡沫已经洗掉了大半

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可能就还没有完全洗干净

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所以咱们先观察股价能否在这个年线放量企稳哈

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至少短线来个死猫跳之类的

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或者呢等大盘回调weeks反弹的时候再进去分批建仓

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如果左侧买入

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一定要控制好仓位哈

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毕竟美股杀起估值来是非常凶残的

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基本面再好

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也不妨碍股价暴跌

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储能公司fl NC股价昨天单日是狂飙了43.8%

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今天又虚涨了2.8%

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因为德国工业巨头西门子宣布

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将联合英伟达与FLNC达成三方战略合作

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共同为超大规模AI数据中心量身定制完整的电力与控制系统架构

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作为西门子与美国电力巨头AES强强联合打造的合资企业

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呃

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这个FLNC呢它并非一家缺乏根基的初创公司哈

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凭借某公司在全球电力基础设施领域的深厚网络

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FLNG呢迅速在全球市场占据了领先地位

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根据标普全球商品洞察在去年12月发布的最新报告呃

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FLNC的已安装和已签约储能容量位居全球前三

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在美国本土储能市场中

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FLNG也占据第二大市场份额

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就仅次于行业老大特斯拉

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尽管昨天股价借助消息刺激一飞冲天啊

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但是如果咱们复盘它的基本面与股价走势

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fl NC呢实际上是一个典型的化病重灾区

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公司在年初二月公布了Q1财报后

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股价暴跌哈

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00:11:26,870 --> 00:11:31,149
当使市场需求呈现爆炸性的这个成长

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Q1营收同比大幅增长154%

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手里面的总订单储备更是高达55亿美元

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但是毛利率呢却从12.5%腰斩到5.6%

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净亏损持续扩大

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原因是美国本土供应链的生产瓶颈呃

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当时为了获得美国政府的本土制造补贴

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公司呢仓促在亚利桑那州建厂

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结果产能爬坡严重滞后

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生产成本飙升

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就严重侵蚀了利润率

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而最近公布的Q2财报比Q1更烂

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季度亏损同比又扩大了33%

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营收只有4.65亿美元

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同比增速骤降到只有7.7%

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更是远差于华尔街预期的6.23亿美元

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但极其讽刺的是

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股价不仅没有跌

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反而启动了新一轮大涨哈

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只因为公司放风说拿到了两家数据中心的新订单

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而股价就立即借着这英伟达的东风强行拉爆

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主力资金的逻辑其实也很简单啦

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基本面只是借口哈

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股价位置与市场趋势决定了一切

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一季报后股价暴跌是因为之前股价已经涨了四倍

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所以机构呢借利空出逃

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二季报之后股价暴涨是因为前面已经跌透了

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主力筹码重新又拿够了哈

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只需要一个消息就能够借风点火嗯

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所以对于FLNC这种过渡期的股票

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大家千万不要有什么长线信仰

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最明智的玩法就是做波段

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财报暴雷

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股价腰斩的时候

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低位分批建仓嗯

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大厂合作啦

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AI小作文引爆股价翻倍之后啦

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就毫不留恋的逢高派发呃

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就只做波段哈

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绝不要陪跑

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这个公司很糟糕的执行风险

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就注定了这个股价呢未来将会反复上演极端的过山车行情

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相比之下

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华尔街显然更喜欢同赛道的be1be1的CEO

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今天牛逼哄哄的这个明确表示

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唉业务太赚钱了

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完全没有融资计划

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就短期不会搞蒸发

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因为公司通过销售产品只需要六个月就能够收回建设新工厂的成本

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而且管理层还多次公开表达过

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产能完全没有瓶颈

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唯一的瓶颈就是在下游客户建造和部署数据中心的速度

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换句话来说来多少订单都不怕哈

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都能够满足

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在AI数据中心对电力需求极度饥渴的背景之下

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资金就难怪持续看好B1的发展前景

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世界杯呢逐渐临近

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DKNG股价确仍然在这个50日均线

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你半年线之间震荡

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不死不活的哈

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过去一年预测市场严重的冲击了

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像呃DKANG这样的体育博彩公司

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导致他们的股价呢大幅下跌

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从50美元跌到了25美元

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因为预测市场可以提供与体育博彩非常相似的期货合约

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抢走了DKNG的生意

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看底下的成交量哈

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根本没有主力资金在为世界杯提前埋伏这只股票

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反正目前还没有看到

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全是一部分散户在里面自嗨

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也许在世界杯开幕之前

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希望股价好歹能够涨一下

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00:15:00,129 --> 00:15:04,850
不然的话嗯呃大家就宁愿去买厚冰who的了

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因为和冰hood它能够提供世界杯体育赛事的预测合约哈

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和DKANG那种

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你买了只能够等比赛结果的死板博彩

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不同的是

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散户在合并户的上可以像炒股一样

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在比赛日内随时可以根据赛举的变化

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高频买卖

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随时可以中途止盈或者割肉

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这就是为什么DKNG的表现像死水一滩呃

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因为就是以罗宾或者为代表的这些新型灵售预测市场哈

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正在把原本属于体育博彩的那些散户资金给成建制的抢走了行

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今天我们就说到这里

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那我们下次见拜拜

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