【算力补涨王】CRWV 后谁接棒？甲骨文转型，微软用户红利爆发！这两个点位闭眼买！

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投资不是赌博

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而是一场有准备的出击

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我是副歌

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家人们好消息啊

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今天call1啊大涨超过10%

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刚刚在社群里面啊

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盘前给大大一个操作策略当中啊

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特别提醒到了KY啊

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后续的一个走势的一个逻辑以及操作策略

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不仅在我的社群讲啊

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福哥也在直播讲上周四上周五是吧

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还记得吗啊第二季度潜力的啊

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这些补涨的啊

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科维亚福格特别的提醒到了周三啊

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周四啊福哥都讲了

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可以啊

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AI双离合新股英伟达的亲儿子

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周一的盘前的视频

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福哥还特别的提醒到了这个KY

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很快啊会有一波行情

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果不其然啊

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今天呢KY大涨了将近呢啊十个点

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那么连续两个交易大涨了超过20这个点

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那么接下来怎么KY

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毫无疑问

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那下一个目标位就是奔着120去了啊

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那么福哥还有后续的啊

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像呃KY这样的机会吗

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在底部它后续又是算力的核心啊

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类的这样的这个个股吗

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啊有的啊

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大福哥为大家介绍啊

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两个啊

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我觉得是有像KY这样的形态是我们AI的核心啊

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基建类的

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我们这个股啊送给大家

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后面我会给大家一个策略好

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我们先看看大盘啊

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大盘首先啊福哥也给大家讲讲啊

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最近美伊好像不让人不省心啊

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盘前视频

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还有福哥的这个社群

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福哥都在讲啊

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任何的现在的回调都是低吸的机会

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因为它结构什么是上升浪

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首先啊这是第一点

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可以说结构决定了啊

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这个我们的大盘呢它走势不是消息啊

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消息是随着大盘消息可能是好消息

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它可能涨得更猛

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坏消息可能会低开回调

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但是很快企稳

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如果还是两周前这种结构的话

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下跌结构的话早是跌破跌穿了是吧对啊

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大家一定要明白

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现在大盘的走势是一个上升浪

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它是一个上涨结构

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大家一定要记得

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所以无论现在的每一是什么

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都不会影响结构

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因为结构的变化

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他肯定是以结构的筑顶来结束啊

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所以呢我们这不用担心啊

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现在纳指现在我们很明显科技股强势

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就像胡哥给他讲过的

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上两周是这个我们科技板块谁领涨吗

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美矿对不对

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还有光通信类的康宁是吧

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内存AI内存AI的这个光通信周一开盘

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那就是什么算力板块啊

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顺利领涨这个KY

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那就是我们的代表

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那英伟达的亲儿子

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后世肯定的那有机会啊

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KY的目标120啊

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看120120站稳啊

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郑宇福哥在社群当中讲

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那么下一个目标啊

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就要奔这个160180去了

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好下面呢我们的这个介绍来福哥要讲的重点啊

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那么两个要大家关注

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这除了call语言

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那么第二季度的

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那么我们的还有什么甲骨文

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还有微远啊

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这些都会有补涨

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甲骨文啊

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作为AI基建的核心股啊

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它其实不简单了

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云库存是吧

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它其实有护城河

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那现在他转型做这个我们的算力

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那做的也很成功

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给几个数据大家就知道了

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现在呢他的这个甲骨文

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他的云基础的设施

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就是这个算力基础的设施营收

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已经最近的财报显示已经达到了49亿美元

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同比暴增84%

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AI相关业务增速两倍多

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其他现在是全球第三大AI算力云厂商

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家人们

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那他转型算力成功了啊

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第二点

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它经过了将近半年的调整

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底部到位了啊

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张稳进来

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怎么只要他站稳150

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他就后续怎么样

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第一目标位看到180了

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180站稳

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那就要奔着我们的这个前期240去啊

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那我们的这个怎么操作呢

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姜维文毫无疑问

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蒋浩文呢回踩啊

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在150下方140可以呢

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闭着眼睛买入

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或者大家可以在150附近现价可以买入啊

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第一个目标180

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第二个目标240好

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这是我们的甲骨文啊

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也是一个确定性的一个底部

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还有这个第二个啊

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微远啊

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你看微软的结构是不是跟甲骨

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也是几乎是一模一样

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对不对

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也是半年的调整

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也是回踩到位

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底部成型

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380~370沉底也是技术面的低位

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福格是不是微软不行了

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他基本面是不行了

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边缘的基本面非常稳健啊

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我给他一个数据就知道了

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他的COMPILOTAI啊

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office365微软云是吧

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他现在已经全展落地啊

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1.5亿的潜在用户

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我相信他用过office365的

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你们感觉怎么样

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那这是非常丝滑

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我现在用的

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但预计那26年的AI收入预计突破300亿美元

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那么微软这波调整

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因为AIA最近支出过大

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但是家人们这个支出过大

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换来的是他的在未来的在AI的应用领域

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他站在主桌上

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微远是决定是对的啊

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我相信呢它的这个股价经过一轮的调整

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利空出现以后

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那么会迎来一波啊修复性的补涨

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所以现在啊微软我要讲一个数据

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大家就当前它的市盈率啊

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P1是23.8倍

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是七大巨头当中最低的啊

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那些估值和成长之间是严重错位的

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那么怎么做

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咱们380370可以大胆吗

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有下一个目标啊

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家人们福哥看到什么样

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给大家看到450

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第二目标500啊

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好这就是福哥比较大的两个啊

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我福哥比较看好的诶

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正在底部成型的

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也是被低估的啊

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如果大家想了解更多的有潜力的啊热点的个股

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大家可以点赞订阅福哥的这个频道

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加油福哥的这个交流群

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好

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福哥也会实时更新啊

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我们潜力个股的盘中的实时的一个操作策略

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谷歌也会在呃美东时间10:15分啊

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周二会继续在盘面啊

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实时为大家解答

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我们不见不散

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