【Financial Education】账户单日狂赚$16万！半导体牛市才刚刚开始

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四百万美元

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四百万加美元

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今日公开持仓上涨一百六十三万美元

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恭喜所有今天在这里赚钱的朋友们

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我想在评论区知道

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你今天赚了多少

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在下方评论区告诉我

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我很想听听大家的想法

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不过啊

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我刚才在X页面发布了这个

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如果你想关注我的X账号

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链接已在下方描述区域

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但今天真是不可思议的一天

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说实话

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所有游戏都是AMD

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今日AMD在公开账户上涨一百六十八万美元

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如果不是AMD

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公开持仓技术性下跌

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想想都觉得难以置信

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AMD在公开持仓中突破一百万美元

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上涨七百九十

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AMD股票现为公开持仓第四大持仓

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就百分比而言

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它已经上涨

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我们目前上涨了百分之二百七十七

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仅被Meta的百分之五百二十四略超

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Elf上涨百分之七百四十三

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以及Palantir上涨百分之一千七百二十三

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简直难以想象

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AMD的这波行情

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你以为我的操作很厉害

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根本不值一提

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好吧

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私密群组有成员今日发了截图

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他获利超过一点

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在AMD股票上赚了六百六十万美元

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绝对是个离谱数字

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我只是感叹

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天啊

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我在AMD上获利颇丰

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若汇总所有持仓股份

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数额巨大

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但可以告诉你

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并非一点六百万美元

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六百六十万美元

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这已进入新层次

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天啊

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好吧

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今天早晨我的经历是这样

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我起床了

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我练了腹肌

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我正在努力练出六块腹肌

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我们看看能不能做到

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好的

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今天在这里我会录制一段关于非常高阶主题的私密群视频

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我制作了Shopify的损益表

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我去做了SPA

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你知道在像今天这样的大日子

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必须稍微庆祝一下

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所以我去做了按摩

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在SPA里待着

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这就是住在拉斯维加斯的优势之一

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这里有这么多美丽的度假村

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还有这些漂亮的SPA

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所以像今天这样的日子必须庆祝

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对吧各位

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三个核心主题

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今天我们将会深入探讨的

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好的

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第一个是AMD

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这只股票接下来会怎么走

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好的

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我已经详细介绍了

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这只股票近期的走势

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现在的情况如何

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我们处于无人地带

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你知道最近波动很大

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接下来会怎么发展

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我会在视频中分享

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好的，我还会给大家更新AMD

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股票价格预测

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净利润预测

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所有这些重要内容

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今天我们会在视频中详细分析

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第二个是

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必须分享一只大盘股

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这是一个大机会

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我现在看到的

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今天我们第三个主题是一只小盘股

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我们说的这只市值仅约一点

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四亿美元

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这家公司规模虽小但前景巨大

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今天我会在视频中分享

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好的

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希望大家能理解我一直在及时更新信息

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事情实在太多

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尤其是在我们的旺季

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有一点

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只有一点需要提醒大家

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点个赞

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点那个小点赞图标

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给已经完成的人点赞

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非常感谢大家

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此外

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请确保订阅频道

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如果还没订阅的话

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未来能看到更多我的视频

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私密群组正在火爆

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私密群组里正在庆祝

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今天已收到超过四十份申请

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通常每天收到十到二十份申请

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我们已达四十份

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另外

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私密群组申请可能达七十到九十份

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今天

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那个置顶评论就在那里

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我们会尽快联系到你

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但可能需要一些时间才能获得所有课程

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提升游戏水平到更高层次，访问我的私密

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Discord

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聊天室今天真是热闹

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这真是

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这确实

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呃

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香槟瓶

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就叫今天吧

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对的

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这是加入thousandxstocks.com

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获取全部内容

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独家每周视频

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今早我为私密群组录制了一段高级主题视频

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教大家一个重要内容

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再次查看下方置顶评论

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我们会将钢制会员卡寄到你家

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加入我们后

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不过正如我说需求现在很疯狂

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我们会尽快联系你

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但可能需要几天时间

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好的，现在在进入三个核心主题前

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我想分享一段文字

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朋友今天发给我的

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我觉得这个话题很重要

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我的朋友发给我的内容是

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朋友今天发给我这条消息

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好的

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他说这感觉像2021年了

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2021年时期仿佛

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投入任何东西都能赚钱

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确实能赚钱对吧

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一切都在繁荣

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嗯，对吧

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内存股正在飙升，对吧

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我们赚了不少钱

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我们当然知道，对吧，这就是我朋友今天说的

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然后我也想了想

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然后我说这让我想起什么

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二零二一年的情况

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因为我记得二零二一年

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那真是糟糕透了

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顺便说一句

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因为那时候大家完全失去对现实的认知

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在金融市场上

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政府发放了大量刺激资金，对吧

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当时任何资产都不重要，比如NFT

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等等等等，对吧

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一切都涨到天上了，对吧

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所以我问这像不像二零二一年

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于是我让AI说

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你知道的

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道琼斯指数

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三十只成分股

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现在离历史新高还差多少

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这些股票有些已经很接近了，只差一点

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五个百分点

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两个百分点

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但亚马逊差三个百分点

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美国运通差四个百分点

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摩根大通差四个百分点

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旅行者保险差四点五个百分点

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苹果仍差五个百分点

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沃尔玛差五个百分点

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五个百分点

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强生差六个百分点

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两个百分点

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英伟达差八个百分点

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微软差八个百分点

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家得宝差十一个百分点

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visa跌了十二个百分点

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宝洁跌了十三个百分点

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可口可乐跌了十四个百分点

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这让我有点意外

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联合健康跌了十五个百分点

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六个百分点

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3M公司跌了十八个百分点

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霍尼韦尔跌了十九个百分点

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IBM差二十一个百分点

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三个百分点

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麦当劳

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这太震惊了

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两个

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从历史高点回落4%

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这数字看起来太疯狂了

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强生公司排名第二

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从历史高点下跌5%

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Salesforce上涨30%以上

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雪佛龙上涨30%

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上涨2%

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威瑞森上涨30%

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上涨5%

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思科上涨30%

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上涨8%

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迪士尼上涨40%

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上涨6%

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波音上涨40%

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从历史高点下跌8%

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耐克涨幅达75%，沃尔格林仍处于高位

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这完全超出我的理解

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但已经下跌了87%

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这感觉不像2021年的行情

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2021年就像

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每天都在刷新历史新高

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仅从道指角度看

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其实不太对

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我还给朋友发了消息

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我说

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比特币下跌3.5%

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从历史高点回撤

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以太坊下跌50%

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加上

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从历史高点回撤

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难以判断

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我们身处2021年

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比特币和以太坊市场出现崩盘

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比如

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我们不妨称作

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如实描述现状

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它们仍在持续崩盘

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当你下跌3.5%

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从历史高点计算

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你已经崩盘了

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当你的以太坊

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下跌50%

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从历史高点回撤

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你正在经历崩盘

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仍未恢复

246
00:06:58,470 --> 00:06:59,209
所以

247
00:06:59,209 --> 00:07:01,470
当我们谈论2021年

248
00:07:01,470 --> 00:07:04,850
人人都想投资比特币

249
00:07:04,850 --> 00:07:06,158
包括以太坊

250
00:07:06,158 --> 00:07:07,478
那时正是投机热潮

251
00:07:07,478 --> 00:07:09,699
所有其他加密货币和山寨币

252
00:07:09,699 --> 00:07:10,999
你可能在那里发现的任何东西

253
00:07:10,999 --> 00:07:13,559
甚至比这更具投机性

254
00:07:13,559 --> 00:07:16,670
人们试图在这些市场中杠杆化资金

255
00:07:16,670 --> 00:07:17,149
没错

256
00:07:17,149 --> 00:07:19,029
那是一个完全不同的局面

257
00:07:19,029 --> 00:07:19,949
黄金和白银

258
00:07:19,949 --> 00:07:21,470
那这些情况如何

259
00:07:21,470 --> 00:07:23,110
黄金下跌了16%

260
00:07:23,110 --> 00:07:24,370
从历史高点算起

261
00:07:24,370 --> 00:07:25,329
白银下跌3%

262
00:07:25,329 --> 00:07:27,490
从历史高点下跌6.5%

263
00:07:27,490 --> 00:07:28,769
房地产呢

264
00:07:28,769 --> 00:07:30,689
2021年房地产繁荣

265
00:07:30,689 --> 00:07:35,889
房地产疯狂上涨，价格开始飙升

266
00:07:35,889 --> 00:07:37,290
这似乎是个绝佳时机

267
00:07:37,290 --> 00:07:38,529
就像大家都在行动

268
00:07:38,529 --> 00:07:39,209
你知道的

269
00:07:39,209 --> 00:07:41,819
房地产市场价格飙升

270
00:07:41,819 --> 00:07:44,040
这是很久以来最好的状态

271
00:07:44,040 --> 00:07:44,779
兄弟

272
00:07:44,779 --> 00:07:51,779
房地产彻底完蛋了，彻底完蛋了

273
00:07:51,779 --> 00:07:57,379
2021年货币市场基金基本持平

274
00:07:57,379 --> 00:08:00,730
资金没有明显上涨

275
00:08:00,730 --> 00:08:02,410
货币市场基金却在飙升

276
00:08:02,410 --> 00:08:03,250
所以 sidelines

277
00:08:03,250 --> 00:08:04,740
资金都在流动

278
00:08:04,740 --> 00:08:05,620
对我来说

279
00:08:05,620 --> 00:08:07,620
这完全脱离了2021年的氛围

280
00:08:07,620 --> 00:08:08,519
简直太荒谬了

281
00:08:08,519 --> 00:08:13,949
2021年的氛围是下一个疯狂投机

282
00:08:13,949 --> 00:08:14,629
你知道的

283
00:08:14,629 --> 00:08:18,050
微型股、山寨币、NFT

284
00:08:18,050 --> 00:08:21,329
我可以明天翻倍

285
00:08:21,329 --> 00:08:23,689
我们根本不在那个市场

286
00:08:23,689 --> 00:08:27,689
现在某些股票正处于狂热状态

287
00:08:27,689 --> 00:08:30,970
因为他们的业务极度火爆

288
00:08:30,970 --> 00:08:34,490
AMD可能是其中之一，比如美光科技

289
00:08:34,490 --> 00:08:36,789
闪迪也是其中之一

290
00:08:36,789 --> 00:08:38,669
与存储芯片相关的企业

291
00:08:38,669 --> 00:08:39,389
西部数据

292
00:08:39,389 --> 00:08:40,610
还有一些其他公司

293
00:08:40,889 --> 00:08:45,859
但整体来看像Meta这样的股票

294
00:08:45,859 --> 00:08:48,339
从历史高点下跌约20%

295
00:08:48,339 --> 00:08:48,658
15%

296
00:08:48,658 --> 00:08:49,818
20%左右

297
00:08:49,818 --> 00:08:50,779
大致如此

298
00:08:53,919 --> 00:08:55,720
这根本不是那个时代

299
00:08:55,720 --> 00:08:58,039
离2021年相差甚远

300
00:08:58,039 --> 00:08:58,960
就像2021年

301
00:08:58,960 --> 00:09:01,659
人们正在想办法如何将更多资金注入市场

302
00:09:01,659 --> 00:09:03,440
就像现在这样

303
00:09:03,440 --> 00:09:06,220
你正处于人们再次感到恐慌的时期

304
00:09:06,220 --> 00:09:07,730
他们总是会感到害怕对吧

305
00:09:07,730 --> 00:09:09,029
他们把钱放在 sidelines

306
00:09:09,029 --> 00:09:09,610
他们闲着没事

307
00:09:09,610 --> 00:09:10,929
他们正在等待下一轮回调

308
00:09:10,929 --> 00:09:11,649
就像兄弟

309
00:09:11,649 --> 00:09:13,850
纳斯达克刚刚经历了十三连跌

310
00:09:13,850 --> 00:09:14,570
从历史最高点

311
00:09:14,570 --> 00:09:16,059
就在一个月前

312
00:09:16,059 --> 00:09:17,240
你想要再来一次

313
00:09:17,240 --> 00:09:19,299
你想要再来一次又一次

314
00:09:19,299 --> 00:09:20,549
你想要多少次回调

315
00:09:20,549 --> 00:09:21,830
你没买上上一次

316
00:09:21,830 --> 00:09:24,070
所以你觉得会有下一次吗 开玩笑吧

317
00:09:24,070 --> 00:09:25,259
你知道的

318
00:09:25,259 --> 00:09:29,169
这就是我们所处的市场环境，人们只是认为

319
00:09:29,169 --> 00:09:30,149
你知道的

320
00:09:30,149 --> 00:09:30,730
呃

321
00:09:30,730 --> 00:09:31,210
已经结束了

322
00:09:31,210 --> 00:09:32,809
这些特定股票已经大幅上涨

323
00:09:32,809 --> 00:09:35,539
这意味着市场现在崩盘了

324
00:09:36,379 --> 00:09:37,539
就像看看外面

325
00:09:37,539 --> 00:09:38,779
这不像2021年

326
00:09:38,779 --> 00:09:40,440
2021年完全不同

327
00:09:40,440 --> 00:09:43,100
我希望不要再出现2021年的情况了

328
00:09:43,100 --> 00:09:45,409
因为那简直太疯狂了

329
00:09:45,409 --> 00:09:46,610
确实疯狂

330
00:09:46,610 --> 00:09:48,809
这根本不是那样的市场

331
00:09:48,809 --> 00:09:50,120
事实如此

332
00:09:50,120 --> 00:09:50,600
好的

333
00:09:50,600 --> 00:09:51,519
让我们来看看AMD

334
00:09:51,519 --> 00:09:55,340
现在我们有大蓝筹和小盘股的机会

335
00:09:55,340 --> 00:09:56,620
好的AMD

336
00:09:56,620 --> 00:09:57,789
所以听好了

337
00:09:57,789 --> 00:09:58,889
股票今日收盘

338
00:09:58,889 --> 00:10:02,190
四月二十一日再次出现惊人走势

339
00:10:02,190 --> 00:10:04,220
恭喜所有持有AMD股票的人

340
00:10:04,220 --> 00:10:08,000
我之前告诉过你们，当股价突破290

341
00:10:08,000 --> 00:10:08,220
没错

342
00:10:08,220 --> 00:10:10,899
因为这是几周前分析师的平均目标价

343
00:10:10,899 --> 00:10:13,048
我说一旦突破290

344
00:10:13,048 --> 00:10:14,919
我们将快速冲向300大关

345
00:10:14,919 --> 00:10:18,059
正如我们突破290后立即发生的情况

346
00:10:18,059 --> 00:10:19,980
我们迅速冲向300大关

347
00:10:19,980 --> 00:10:22,440
简直几天内就完成了

348
00:10:22,440 --> 00:10:25,860
然后我说380是最高目标价

349
00:10:25,860 --> 00:10:26,799
几周前的数据

350
00:10:26,799 --> 00:10:29,440
我说一旦突破380

351
00:10:29,440 --> 00:10:31,450
或者你深入四百倍速

352
00:10:31,450 --> 00:10:33,389
正是我们在这里看到的剧情发展

353
00:10:33,389 --> 00:10:34,570
我们已经突破了三百八十

354
00:10:34,570 --> 00:10:37,110
然后直接深入四百分位

355
00:10:37,110 --> 00:10:38,509
就是这样对吧

356
00:10:38,509 --> 00:10:40,730
现在情况如何

357
00:10:40,730 --> 00:10:41,470
嗯

358
00:10:41,470 --> 00:10:43,629
我之前告诉你们接下来会发生什么

359
00:10:43,629 --> 00:10:45,620
我说过财报发布后

360
00:10:45,620 --> 00:10:47,799
你会得到我说的结果

361
00:10:47,799 --> 00:10:51,178
所有分析师都会上调目标价

362
00:10:51,178 --> 00:10:51,938
疯狂上涨

363
00:10:51,938 --> 00:10:53,458
就在

364
00:10:53,458 --> 00:10:53,818
你知道的

365
00:10:53,818 --> 00:10:54,639
财报公布后

366
00:10:54,639 --> 00:10:56,559
他们纷纷上调目标价

367
00:10:56,559 --> 00:10:57,080
上调目标价

368
00:10:57,080 --> 00:10:58,940
我说这些人都严重看涨

369
00:10:58,940 --> 00:11:00,500
他们必须追涨

370
00:11:00,500 --> 00:11:02,529
所有华尔街机构都要追涨

371
00:11:02,529 --> 00:11:04,970
这将是一场狂欢

372
00:11:04,970 --> 00:11:07,570
我说他们上调目标价后

373
00:11:07,570 --> 00:11:09,409
很多没涨够

374
00:11:09,409 --> 00:11:10,399
对吧

375
00:11:10,399 --> 00:11:12,720
今天发生了什么

376
00:11:12,720 --> 00:11:14,120
财报公布后的这一天

377
00:11:14,120 --> 00:11:16,059
正是我说会发生的情况

378
00:11:16,059 --> 00:11:19,809
超微电脑将评级从中性上调至买入

379
00:11:19,809 --> 00:11:21,389
所以高盛

380
00:11:21,389 --> 00:11:25,120
华尔街最具影响力的名字之一

381
00:11:25,120 --> 00:11:27,340
现在推荐买入AMD股票

382
00:11:27,340 --> 00:11:29,120
之前是中性评级

383
00:11:29,120 --> 00:11:29,679
想想看

384
00:11:29,679 --> 00:11:30,120
就像

385
00:11:30,120 --> 00:11:31,320
我们并非强烈推荐买入

386
00:11:31,320 --> 00:11:32,659
也不是建议卖出

387
00:11:32,659 --> 00:11:33,059
你知道的

388
00:11:33,059 --> 00:11:34,179
如果你持有可以考虑持有

389
00:11:34,179 --> 00:11:36,460
但我们并不特别看好

390
00:11:36,460 --> 00:11:37,580
我说要买入

391
00:11:37,580 --> 00:11:40,559
追逐开始了 高盛

392
00:11:40,559 --> 00:11:45,960
瑞银将AMD目标价上调至450美元

393
00:11:45,960 --> 00:11:50,629
摩根士丹利维持AMD中性评级

394
00:11:50,629 --> 00:11:52,620
他们将目标价上调至40美元

395
00:11:52,620 --> 00:11:54,639
这些是12个月目标价 当这些

396
00:11:54,639 --> 00:11:55,100
你知道的

397
00:11:55,100 --> 00:11:55,379
你知道的

398
00:11:55,379 --> 00:11:56,539
这些机构发布这些

399
00:11:56,539 --> 00:11:58,159
而华尔街机构发布这些

400
00:11:58,159 --> 00:12:00,539
所以摩根士丹利说40美元兄弟

401
00:12:00,539 --> 00:12:03,419
你今天收盘价已经落后于四二一

402
00:12:03,419 --> 00:12:05,000
所以你是说这只股票会涨到四一零

403
00:12:05,000 --> 00:12:06,470
十二个月后

404
00:12:06,470 --> 00:12:09,830
你看起来明显落后太多

405
00:12:09,830 --> 00:12:12,330
关于这只股票你明显落后

406
00:12:12,330 --> 00:12:16,589
先进微设备维持买评级由斯蒂普尔

407
00:12:16,589 --> 00:12:23,359
他们将目标价上调至450美元从320美元

408
00:12:23,359 --> 00:12:24,899
对啊嗯

409
00:12:24,899 --> 00:12:25,558
我是说

410
00:12:25,558 --> 00:12:28,399
这很有趣因为他们持有买入评级

411
00:12:28,399 --> 00:12:34,509
但如果AMD接下来一两天交易上涨

412
00:12:34,509 --> 00:12:36,210
可能已经涨到四五十

413
00:12:36,210 --> 00:12:36,710
呃

414
00:12:36,710 --> 00:12:37,339
哦

415
00:12:37,339 --> 00:12:38,599
这成问题了

416
00:12:38,599 --> 00:12:40,019
你要买入这只股票

417
00:12:40,019 --> 00:12:43,339
可能已经接近目标价了

418
00:12:43,339 --> 00:12:46,139
那就显得不看涨了

419
00:12:46,139 --> 00:12:51,149
先进微设备由海港全球维持买入

420
00:12:51,149 --> 00:12:54,289
他们将目标价上调至430美元

421
00:12:54,289 --> 00:12:55,929
你吓得腿都软了

422
00:12:55,929 --> 00:12:57,330
你最好吓得腿软

423
00:12:57,330 --> 00:12:59,110
将目标价上调至四三十

424
00:12:59,110 --> 00:13:00,210
股票今日收盘

425
00:13:00,210 --> 00:13:00,950
四二一

426
00:13:00,950 --> 00:13:02,839
这是十二个月目标价

427
00:13:02,839 --> 00:13:03,519
兄弟

428
00:13:03,519 --> 00:13:04,999
这份报告明天就会上涨

429
00:13:04,999 --> 00:13:07,078
你已经落后了

430
00:13:08,980 --> 00:13:12,320
你最好腿软赶紧买入

431
00:13:12,320 --> 00:13:13,610
这完全没道理

432
00:13:13,610 --> 00:13:14,769
你可以持有买入评级

433
00:13:14,769 --> 00:13:16,330
但目标价更低

434
00:13:16,330 --> 00:13:17,610
不不不

435
00:13:17,610 --> 00:13:19,789
这就是你开始显蠢的时候

436
00:13:19,789 --> 00:13:20,429
对啊

437
00:13:20,429 --> 00:13:24,759
先进微设备由大卫森维持买入

438
00:13:24,759 --> 00:13:26,580
四二五目标价

439
00:13:26,580 --> 00:13:29,519
从375调至425

440
00:13:29,519 --> 00:13:30,700
兄弟

441
00:13:31,059 --> 00:13:32,899
AMD明天涨多少

442
00:13:32,899 --> 00:13:34,879
涨一百分比

443
00:13:35,519 --> 00:13:37,299
不到一百分比

444
00:13:37,299 --> 00:13:39,240
你已突破目标价

445
00:13:39,240 --> 00:13:40,120
你本应持有

446
00:13:40,120 --> 00:13:41,879
你想买入股票

447
00:13:41,879 --> 00:13:43,559
但没这迹象

448
00:13:43,559 --> 00:13:47,360
先进微设备由韦布什维持跑赢大盘

449
00:13:47,360 --> 00:13:51,279
将目标价上调至450从400

450
00:13:51,840 --> 00:13:53,399
天啊

451
00:13:54,269 --> 00:13:57,909
先进微设备被摩根士丹利维持为跑赢大盘

452
00:13:57,909 --> 00:13:58,470
摩根士丹利

453
00:13:58,470 --> 00:13:59,950
刚刚涨了十五点

454
00:13:59,950 --> 00:14:00,350
嘿

455
00:14:00,350 --> 00:14:00,629
你们几个

456
00:14:00,629 --> 00:14:06,240
他们要求AMD在未来十二个月跑赢市场

457
00:14:06,240 --> 00:14:10,919
但今日收盘价四百二十一时他们给出四百十五的目标价

458
00:14:17,740 --> 00:14:20,240
我稍后会解释这些意味着什么

459
00:14:20,240 --> 00:14:23,519
先进微设备被罗斯布莱特维持为买入评级

460
00:14:23,519 --> 00:14:27,049
他们将目标价从三百上调至四百九十美元

461
00:14:27,049 --> 00:14:27,850
这涨幅简直疯狂

462
00:14:27,850 --> 00:14:28,590
一百九十美元

463
00:14:28,590 --> 00:14:31,490
但至少这个还有些调整空间

464
00:14:31,490 --> 00:14:32,610
对吧就在那里

465
00:14:32,610 --> 00:14:33,169
你知道的

466
00:14:33,169 --> 00:14:33,710
好的

467
00:14:33,710 --> 00:14:34,330
四百九十

468
00:14:34,330 --> 00:14:35,490
他们正在提出这个目标

469
00:14:35,490 --> 00:14:36,470
天啊

470
00:14:36,470 --> 00:14:37,690
看看这个

471
00:14:37,690 --> 00:14:40,429
先进微设备被维持为超配评级

472
00:14:40,429 --> 00:14:42,490
通过保持

473
00:14:42,490 --> 00:14:44,389
他们认为股价能超越市场

474
00:14:44,389 --> 00:14:49,578
他们将目标价从三百三十上调至五百三十美元

475
00:14:49,578 --> 00:14:52,798
我们现在在五百区间，想想两周前

476
00:14:52,798 --> 00:14:55,980
该股最高分析师目标价是三百八十

477
00:14:55,980 --> 00:15:01,220
现在我们讨论的AMD目标价在五百以上

478
00:15:01,929 --> 00:15:03,190
这简直

479
00:15:03,190 --> 00:15:04,370
仅两周变化

480
00:15:04,370 --> 00:15:06,078
想想这个瞬间

481
00:15:06,078 --> 00:15:09,839
先进微设备被标普维持为买入

482
00:15:09,839 --> 00:15:14,039
他们将目标价从二百二十五上调至四百八十五

483
00:15:14,039 --> 00:15:15,720
所以这算是不错涨幅

484
00:15:15,720 --> 00:15:16,700
但你仍需谨慎

485
00:15:16,700 --> 00:15:17,860
即使四百八十五

486
00:15:17,860 --> 00:15:19,889
这可能很快超越你

487
00:15:19,889 --> 00:15:20,450
富国银行

488
00:15:20,450 --> 00:15:21,690
大狗

489
00:15:21,690 --> 00:15:23,710
他们上调至五百零五美元

490
00:15:23,710 --> 00:15:26,110
目标价从三百四十五

491
00:15:26,110 --> 00:15:27,049
追逐

492
00:15:27,049 --> 00:15:28,110
看看这个人

493
00:15:28,110 --> 00:15:28,809
看看这个

494
00:15:28,809 --> 00:15:29,169
我告诉过你

495
00:15:29,169 --> 00:15:29,830
这就要发生了

496
00:15:29,830 --> 00:15:30,809
华尔街分析师

497
00:15:30,809 --> 00:15:31,990
左左右右

498
00:15:31,990 --> 00:15:32,610
哇哦

499
00:15:32,610 --> 00:15:34,059
我们巴克莱

500
00:15:34,059 --> 00:15:35,200
巴克莱在这里做了什么

501
00:15:35,200 --> 00:15:35,500
日期

502
00:15:35,500 --> 00:15:38,320
巴克莱银行维持对超微半导体的增持评级

503
00:15:38,320 --> 00:15:43,610
他们将股价目标从300美元上调至500美元

504
00:15:43,610 --> 00:15:44,669
好的

505
00:15:44,669 --> 00:15:49,830
RBC资本维持对超微半导体的行业表现评级

506
00:15:50,600 --> 00:15:53,578
超微半导体上调至400美元目标价

507
00:15:53,578 --> 00:15:54,219
伙计们

508
00:15:54,219 --> 00:15:55,359
天啊

509
00:15:55,359 --> 00:15:57,678
从325美元上调至400美元对吧

510
00:15:57,678 --> 00:16:00,859
他们最好希望这只股票别涨到500

511
00:16:01,460 --> 00:16:02,200
太疯狂了

512
00:16:02,200 --> 00:16:04,840
现在股价还低于当前交易价

513
00:16:04,840 --> 00:16:06,000
天哪

514
00:16:06,000 --> 00:16:09,320
高盛维持对超微半导体的增持评级

515
00:16:09,320 --> 00:16:12,000
他们将此股目标价上调至500美元

516
00:16:12,000 --> 00:16:12,629
没错

517
00:16:12,629 --> 00:16:14,110
我说啊，想象一下

518
00:16:14,110 --> 00:16:15,450
超微半导体涨到500美元

519
00:16:15,450 --> 00:16:16,950
可能就在未来几周

520
00:16:16,950 --> 00:16:18,259
那该怎么办

521
00:16:18,259 --> 00:16:19,799
这些机构都在400美元附近

522
00:16:19,799 --> 00:16:21,299
这看起来太疯狂了

523
00:16:21,299 --> 00:16:22,059
对吧

524
00:16:22,059 --> 00:16:24,100
就连这些在500美元的

525
00:16:24,100 --> 00:16:25,299
他们直接调到了500美元

526
00:16:25,299 --> 00:16:26,919
也开始落后了

527
00:16:26,919 --> 00:16:28,519
这简直太疯狂了

528
00:16:28,519 --> 00:16:29,960
但你能快速达到

529
00:16:29,960 --> 00:16:31,289
两周就能涨到

530
00:16:31,289 --> 00:16:32,990
咱们拭目以待

531
00:16:32,990 --> 00:16:33,929
不过我说啊

532
00:16:33,929 --> 00:16:35,429
如果趋势持续

533
00:16:35,429 --> 00:16:36,789
两周就能到达

534
00:16:36,789 --> 00:16:38,730
最后的高潮部分

535
00:16:38,730 --> 00:16:39,279
全部

536
00:16:39,279 --> 00:16:40,740
我最喜欢的

537
00:16:40,740 --> 00:16:44,620
超微半导体从市场表现上调至跑赢大盘

538
00:16:44,620 --> 00:16:46,460
伯恩斯坦研究公司发布

539
00:16:46,460 --> 00:16:48,980
超微半导体

540
00:16:53,460 --> 00:16:55,440
为什么这是我的最爱

541
00:16:55,440 --> 00:16:57,600
为什么我今天把它放最后

542
00:16:57,600 --> 00:16:58,860
嗯

543
00:16:59,379 --> 00:17:00,799
斯泰西·拉康

544
00:17:00,799 --> 00:17:02,419
如果你关注反应频道

545
00:17:02,419 --> 00:17:04,619
你应该了解斯泰西·拉康

546
00:17:04,619 --> 00:17:06,900
尤其是作为长期订阅者

547
00:17:06,900 --> 00:17:11,170
他总是对超微半导体持极度看空态度

548
00:17:11,170 --> 00:17:13,430
似乎总在针对AMD

549
00:17:13,430 --> 00:17:15,190
甚至在昨天的财报电话会上

550
00:17:15,190 --> 00:17:15,769
他曾经

551
00:17:15,769 --> 00:17:18,509
我相信这是第二个也是最后一个问题

552
00:17:18,509 --> 00:17:19,950
他那种音调

553
00:17:19,950 --> 00:17:22,789
而他提问的方式简直太消极了

554
00:17:22,789 --> 00:17:26,730
这似乎是他根本不想让amd成功

555
00:17:26,730 --> 00:17:28,990
这就是他给人的感觉

556
00:17:28,990 --> 00:17:34,660
看到他们将价格目标上调至525美元

557
00:17:34,660 --> 00:17:36,180
这是华尔街最高的价位之一

558
00:17:36,180 --> 00:17:38,230
天啊

559
00:17:38,230 --> 00:17:41,309
我今天可是非常喜欢这个

560
00:17:41,309 --> 00:17:43,569
就是这样女士们先生们

561
00:17:43,569 --> 00:17:45,009
这就是追逐

562
00:17:45,009 --> 00:17:46,029
他们正在追逐

563
00:17:46,029 --> 00:17:46,869
他们正在追逐

564
00:17:46,869 --> 00:17:47,910
他们正在追逐

565
00:17:47,910 --> 00:17:50,470
刚才看到的那些四倍涨幅woo

566
00:17:50,470 --> 00:17:51,769
这颗明星保持势头

567
00:17:51,769 --> 00:17:53,670
不久后我们将进入五倍区间

568
00:17:53,670 --> 00:17:54,849
人们会说

569
00:17:54,849 --> 00:17:56,369
你在开玩笑吧像

570
00:17:56,369 --> 00:17:57,890
然后他们不得不提高价格目标

571
00:17:57,890 --> 00:17:58,970
进入五倍和六倍

572
00:17:58,970 --> 00:18:01,250
五倍的投资者开始跟进

573
00:18:01,250 --> 00:18:02,089
接下来

574
00:18:02,089 --> 00:18:06,049
他们就得开始提升六倍和七倍的目标

575
00:18:06,049 --> 00:18:06,990
迅速发生

576
00:18:06,990 --> 00:18:09,769
我之前告诉你们的半导体股走势

577
00:18:09,769 --> 00:18:12,069
接下来我将分享对amd的新预测

578
00:18:12,069 --> 00:18:15,029
半导体股疯狂至极

579
00:18:15,029 --> 00:18:16,490
一旦启动

580
00:18:16,490 --> 00:18:20,720
它们会在上升趋势中大幅上涨

581
00:18:20,720 --> 00:18:21,240
兄弟

582
00:18:21,240 --> 00:18:23,839
几个月内涨幅可达数百%

583
00:18:23,839 --> 00:18:27,099
不是几年而是几个月

584
00:18:27,099 --> 00:18:33,599
这些股票可能在几个月内涨两百四百六百八百甚至一千%

585
00:18:34,779 --> 00:18:41,049
同样的股票也可能在60天内暴跌50%

586
00:18:41,690 --> 00:18:43,410
半导体股太疯狂了

587
00:18:44,450 --> 00:18:45,769
看看sandisk

588
00:18:45,769 --> 00:18:46,490
sandisk正在上涨

589
00:18:46,490 --> 00:18:47,890
涨幅高达三千%

590
00:18:47,890 --> 00:18:50,019
看看micron

591
00:18:50,019 --> 00:18:53,079
micron过去一年涨了六百或五百%

592
00:18:53,079 --> 00:18:54,730
没错过去一年

593
00:18:54,730 --> 00:18:55,769
看看amd

594
00:18:55,769 --> 00:18:57,150
amd似乎涨了两百

595
00:18:57,150 --> 00:18:58,630
我只是说

596
00:18:58,630 --> 00:18:59,970
一个月前左右

597
00:18:59,970 --> 00:19:01,410
现在amd涨了一倍

598
00:19:01,410 --> 00:19:01,890
就是这样

599
00:19:01,890 --> 00:19:05,138
半导体股的波动极其剧烈

600
00:19:05,138 --> 00:19:06,179
它们完全是另一个层次

601
00:19:06,179 --> 00:19:07,219
因为商业模式

602
00:19:07,219 --> 00:19:08,479
当它们处于热潮期

603
00:19:08,479 --> 00:19:10,159
或者它们是否处于热潮

604
00:19:10,159 --> 00:19:11,739
利润率飙升

605
00:19:11,739 --> 00:19:13,419
盈利能力飙升

606
00:19:13,419 --> 00:19:16,480
这些公司的营收直线上升

607
00:19:16,480 --> 00:19:18,079
这些是特殊类型

608
00:19:18,079 --> 00:19:19,480
这些公司是特殊类型

609
00:19:19,480 --> 00:19:20,619
你必须理解它们

610
00:19:20,619 --> 00:19:21,019
好的

611
00:19:21,019 --> 00:19:22,940
让我们看看我对amd的预测

612
00:19:22,940 --> 00:19:26,069
我更新了所有数据在昨天发生的事情后

613
00:19:26,069 --> 00:19:27,710
我们将分析昨天发生的事情

614
00:19:27,710 --> 00:19:29,049
但我必须更新所有数据

615
00:19:29,049 --> 00:19:29,630
好的

616
00:19:29,630 --> 00:19:33,000
所以我更新了数据

617
00:19:33,000 --> 00:19:33,579
好的

618
00:19:33,579 --> 00:19:37,740
现在我的amd看涨情景有四个

619
00:19:37,740 --> 00:19:40,650
平均5%的营收增长

620
00:19:40,650 --> 00:19:42,049
2027至2030年

621
00:19:42,049 --> 00:19:42,410
好的

622
00:19:42,410 --> 00:19:44,309
所以在我当前的看涨情景中

623
00:19:44,309 --> 00:19:44,710
请记住

624
00:19:44,710 --> 00:19:45,500
我的看涨情景

625
00:19:45,500 --> 00:19:47,859
我只将其概率定为约10%

626
00:19:47,859 --> 00:19:49,500
这基于基准情景

627
00:19:49,500 --> 00:19:50,420
我通常设定一个

628
00:19:50,420 --> 00:19:52,059
你知道的60%

629
00:19:52,059 --> 00:19:55,960
甚至可能是70%或80%的概率

630
00:19:55,960 --> 00:19:57,960
我的看涨情景稍显激进

631
00:19:57,960 --> 00:19:59,710
4-5%的营收增长

632
00:19:59,710 --> 00:20:04,130
到2030年营收将突破2000亿美元

633
00:20:04,130 --> 00:20:05,609
成本67亿美元

634
00:20:05,609 --> 00:20:12,009
公司2030年净利润约680亿美元

635
00:20:12,009 --> 00:20:14,970
净利润率仍仅在30%左右

636
00:20:14,970 --> 00:20:16,710
即使在这些预测中

637
00:20:16,710 --> 00:20:17,890
这其实偏低

638
00:20:17,890 --> 00:20:18,529
相比英伟达

639
00:20:18,529 --> 00:20:21,210
英伟达的净利润率高达50%

640
00:20:21,210 --> 00:20:22,630
所以这实际上

641
00:20:22,630 --> 00:20:24,490
尽管这是一个非常看涨的情景

642
00:20:24,490 --> 00:20:27,190
并非最疯狂的看涨

643
00:20:27,190 --> 00:20:28,650
你也能看到这种可能

644
00:20:28,650 --> 00:20:30,329
当我们考虑gpu需求

645
00:20:30,329 --> 00:20:32,549
以及未来几年的cpu需求

646
00:20:32,549 --> 00:20:34,490
他们达到4-5%营收增长并非不可能

647
00:20:34,490 --> 00:20:35,630
4-5%的营收增长

648
00:20:35,630 --> 00:20:37,009
如果实现40%

649
00:20:37,009 --> 00:20:37,890
4-5%的营收增长

650
00:20:37,890 --> 00:20:38,769
剩余的利润空间

651
00:20:38,769 --> 00:20:39,670
这将会令人惊叹

652
00:20:39,670 --> 00:20:40,799
因为需求强劲

653
00:20:40,799 --> 00:20:42,099
因此净利润

654
00:20:42,099 --> 00:20:46,119
你现在甚至可能超越60%的增长率

655
00:20:46,119 --> 00:20:47,140
如果你在前端增长

656
00:20:47,140 --> 00:20:48,259
在后端保持四到五成

657
00:20:48,259 --> 00:20:48,940
我的60%目标

658
00:20:48,940 --> 00:20:50,539
五十到六十的确定性

659
00:20:50,539 --> 00:20:51,339
这很简单

660
00:20:51,339 --> 00:20:52,619
这就是柠檬汁

661
00:20:52,619 --> 00:20:57,299
我们持有约2000至2500美元的股票

662
00:20:57,868 --> 00:21:03,598
这意味着即使在400美元价位仍是优质交易

663
00:21:03,598 --> 00:21:04,598
现在

664
00:21:04,598 --> 00:21:05,598
并非如此

665
00:21:05,598 --> 00:21:06,278
我押注于

666
00:21:07,358 --> 00:21:10,390
这是对股票更看涨的视角

667
00:21:10,390 --> 00:21:13,470
但请注意我展示的并非最乐观视角

668
00:21:13,470 --> 00:21:15,509
我将与你分享最乐观的视角

669
00:21:15,509 --> 00:21:17,500
稍后将讨论AMD

670
00:21:17,500 --> 00:21:19,640
准备好迎接惊喜

671
00:21:19,640 --> 00:21:20,640
这将会疯狂

672
00:21:20,640 --> 00:21:21,099
好的

673
00:21:21,099 --> 00:21:22,680
这就是我的预期

674
00:21:22,680 --> 00:21:25,288
这是我对AMD的基本预测

675
00:21:25,288 --> 00:21:26,528
换句话说

676
00:21:26,528 --> 00:21:28,548
这就是我现在预期的

677
00:21:28,548 --> 00:21:31,169
鉴于AMD新推出的CPU

678
00:21:31,169 --> 00:21:31,799
需求情况

679
00:21:31,799 --> 00:21:33,240
GPU领域现状

680
00:21:33,240 --> 00:21:34,079
400系列产品

681
00:21:34,079 --> 00:21:35,119
未来500系列

682
00:21:35,119 --> 00:21:36,440
所有这些情况

683
00:21:36,440 --> 00:21:37,109
好的

684
00:21:37,109 --> 00:21:38,789
这些是我的数据

685
00:21:38,789 --> 00:21:40,069
营收增长

686
00:21:40,069 --> 00:21:42,990
平均每年40%

687
00:21:42,990 --> 00:21:43,549
请注意

688
00:21:43,549 --> 00:21:47,789
某些年份增速可能远超40%，比如27年可能更快

689
00:21:47,789 --> 00:21:49,490
我只是取了40%的平均值

690
00:21:49,490 --> 00:21:50,109
好的

691
00:21:50,109 --> 00:21:53,450
预计营收将达1800亿美元以上

692
00:21:53,450 --> 00:21:57,599
到2030年净利润约600亿美元

693
00:21:57,599 --> 00:21:59,039
在2030年

694
00:21:59,039 --> 00:22:01,480
利润率在低

695
00:22:01,480 --> 00:22:01,980
30%左右

696
00:22:01,980 --> 00:22:03,039
完全有可能

697
00:22:03,039 --> 00:22:05,619
如果保持这样的增长速度

698
00:22:05,619 --> 00:22:06,299
30到40倍

699
00:22:06,299 --> 00:22:07,839
市盈率实际很低

700
00:22:07,839 --> 00:22:12,599
但当我运行基准案例时，我宁愿更保守一些，而不是像某些人那样

701
00:22:12,599 --> 00:22:13,240
你知道的

702
00:22:13,240 --> 00:22:14,039
不切实际的幻想

703
00:22:14,039 --> 00:22:16,970
现在让我失望的数字

704
00:22:16,970 --> 00:22:18,130
在这个情景下

705
00:22:18,130 --> 00:22:23,289
股票可能涨至约一千一百美元，我们可视为一千五百美元

706
00:22:23,289 --> 00:22:24,769
好的

707
00:22:26,000 --> 00:22:29,400
在四百美元的a和d仍是钢协议

708
00:22:29,400 --> 00:22:30,799
如果情景实现

709
00:22:30,799 --> 00:22:32,660
我对此很有信心

710
00:22:32,660 --> 00:22:37,009
基于当前最低预测，我很有信心

711
00:22:37,009 --> 00:22:39,750
这相当现实

712
00:22:39,750 --> 00:22:41,670
没错，一点也不疯狂

713
00:22:41,670 --> 00:22:45,289
这实际上非常可行

714
00:22:45,289 --> 00:22:45,869
现在

715
00:22:45,869 --> 00:22:46,710
请记住

716
00:22:46,710 --> 00:22:48,410
我在2030年的股价定为一千一百至一千五百美元

717
00:22:48,410 --> 00:22:50,130
股价在2030年可能在一千一百至一千五百美元

718
00:22:50,130 --> 00:22:52,799
关于股价问题

719
00:22:52,799 --> 00:22:55,539
今年股价可能跌至一千美元

720
00:22:55,539 --> 00:22:56,700
明年

721
00:22:56,700 --> 00:22:57,859
不必如此

722
00:22:57,859 --> 00:22:58,099
你知道的

723
00:22:58,099 --> 00:22:59,140
当我运行预测时

724
00:22:59,140 --> 00:23:00,720
我基本上基于

725
00:23:00,720 --> 00:23:01,500
比如

726
00:23:01,500 --> 00:23:03,539
什么是正常情况

727
00:23:03,740 --> 00:23:05,400
股价不会正常波动

728
00:23:05,400 --> 00:23:07,660
它们会提前定价未来几年的情况

729
00:23:07,660 --> 00:23:09,200
看看Palantir就是很好的例子

730
00:23:09,200 --> 00:23:10,250
Palantir

731
00:23:10,250 --> 00:23:11,970
六个月前

732
00:23:11,970 --> 00:23:12,490
九个月前

733
00:23:12,490 --> 00:23:12,769
或者类似时间

734
00:23:12,769 --> 00:23:14,329
它曾是两百多美元的股票对吧

735
00:23:14,329 --> 00:23:15,670
它提前定价了未来很多因素

736
00:23:15,670 --> 00:23:18,409
所以它提前反映了这些因素对吧

737
00:23:18,409 --> 00:23:21,368
AMD可能涨至一千美元

738
00:23:21,368 --> 00:23:24,940
或在未来一两年涨到一千五百美元

739
00:23:24,940 --> 00:23:27,140
等到2030年时

740
00:23:27,140 --> 00:23:30,160
股价可能已开始下跌趋势

741
00:23:30,160 --> 00:23:32,769
未来一两年可能涨至两千美元

742
00:23:32,769 --> 00:23:34,890
等到2029年

743
00:23:34,890 --> 00:23:36,150
2030年

744
00:23:36,150 --> 00:23:40,480
那时这些大数字显示的股价可能已技术性下跌

745
00:23:40,480 --> 00:23:43,279
因为可能那时

746
00:23:43,279 --> 00:23:45,039
利润开始下滑

747
00:23:45,039 --> 00:23:46,200
或者其他情况对吧

748
00:23:46,200 --> 00:23:48,670
请记住

749
00:23:48,670 --> 00:23:51,410
AMD正处于非常激动人心的阶段

750
00:23:51,410 --> 00:23:53,829
因为收入增长正在加速

751
00:23:53,829 --> 00:23:58,190
AMD的增长率正在每个阶段加速

752
00:23:58,190 --> 00:24:00,069
所以这个季度他们增长了38%

753
00:24:00,069 --> 00:24:01,309
这比上一季度更高

754
00:24:01,309 --> 00:24:04,338
下个季度增长比例会更高对吧

755
00:24:04,338 --> 00:24:05,910
所以你知道的

756
00:24:05,910 --> 00:24:07,390
我们可能达到

757
00:24:07,390 --> 00:24:09,880
谁知道我们可能达到100%的收入增长

758
00:24:09,880 --> 00:24:12,279
或者120%这样的疯狂数字对吧

759
00:24:12,279 --> 00:24:15,309
我认为70%到80%的增长率相当现实

760
00:24:15,309 --> 00:24:17,109
一旦开始放缓

761
00:24:17,109 --> 00:24:20,150
股价可能会停滞或已经开始下跌

762
00:24:20,150 --> 00:24:22,230
尽管他们仍会显示巨大的增长

763
00:24:22,230 --> 00:24:23,739
但增速会放缓

764
00:24:23,739 --> 00:24:26,538
不过这至少还要一到两年

765
00:24:27,578 --> 00:24:32,058
在我们不得不担心增速放缓之前

766
00:24:33,079 --> 00:24:36,099
就AMD的收入增长而言

767
00:24:36,099 --> 00:24:37,500
他们将会有收入增长

768
00:24:37,500 --> 00:24:42,019
未来四到五年基本确定

769
00:24:42,019 --> 00:24:45,240
至于收入增长的加速

770
00:24:45,240 --> 00:24:47,220
这可能是一到两年的游戏

771
00:24:47,220 --> 00:24:48,640
对于我的新投资者

772
00:24:48,640 --> 00:24:49,759
我希望你理解这一点

773
00:24:49,759 --> 00:24:50,559
我在这里说的内容

774
00:24:50,559 --> 00:24:52,289
关于增长加速

775
00:24:52,289 --> 00:24:55,930
可以想象从10%到15%到20%到30%

776
00:24:55,930 --> 00:24:59,109
对然后增速放缓会从30%降到2

777
00:24:59,109 --> 00:25:00,970
5%到20%再到15%

778
00:25:00,970 --> 00:25:01,970
并不意味着转负

779
00:25:01,970 --> 00:25:05,119
只是增长变得不再亮眼

780
00:25:05,119 --> 00:25:07,299
这就是成长股的定价逻辑

781
00:25:07,299 --> 00:25:09,420
很多时候在上升周期中

782
00:25:09,420 --> 00:25:11,740
当收入增长率持续攀升时

783
00:25:11,740 --> 00:25:15,519
股价会持续上涨直到那个时刻

784
00:25:15,519 --> 00:25:17,720
当人们开始意识到

785
00:25:17,720 --> 00:25:18,160
好的

786
00:25:18,160 --> 00:25:20,380
我们即将转向另一面

787
00:25:20,380 --> 00:25:22,759
收入增长将从

788
00:25:22,759 --> 00:25:23,180
你知道的

789
00:25:23,180 --> 00:25:23,799
当前百分比

790
00:25:23,799 --> 00:25:26,839
从70%降到65%到60%

791
00:25:26,839 --> 00:25:29,059
这时人们开始抛售股票

792
00:25:29,059 --> 00:25:29,579
好的

793
00:25:29,579 --> 00:25:31,549
现在正是关键时刻

794
00:25:31,549 --> 00:25:32,630
关于AMD

795
00:25:32,630 --> 00:25:36,490
我持有的股票可能涨到千美元以上

796
00:25:36,490 --> 00:25:38,440
我的基准预测现在

797
00:25:38,440 --> 00:25:39,619
但可能提前实现

798
00:25:39,619 --> 00:25:40,099
更早

799
00:25:40,099 --> 00:25:41,859
今年可能达到千美元

800
00:25:41,859 --> 00:25:42,960
像会感到震惊吗

801
00:25:42,960 --> 00:25:45,740
如果amd六个月后涨到一千美元

802
00:25:45,740 --> 00:25:47,079
一点也不

803
00:25:47,079 --> 00:25:47,660
我是说

804
00:25:47,660 --> 00:25:49,140
我要去买它的看涨期权了

805
00:25:49,140 --> 00:25:51,720
我耳朵里全是amd的股票

806
00:25:51,720 --> 00:25:52,210
好的

807
00:25:52,210 --> 00:25:53,710
我要和amd玩出花来

808
00:25:53,710 --> 00:25:54,509
对的如果它不

809
00:25:54,509 --> 00:25:55,009
没关系

810
00:25:55,009 --> 00:25:56,410
如果今年不涨到一千美元

811
00:25:56,410 --> 00:25:57,269
我无所谓

812
00:25:57,269 --> 00:25:58,230
它会涨到一千美元

813
00:25:58,230 --> 00:25:58,970
在我看来

814
00:25:58,970 --> 00:25:59,769
长期来看

815
00:25:59,769 --> 00:26:00,269
总之

816
00:26:00,269 --> 00:26:02,670
现在有两千美元的潜力

817
00:26:02,670 --> 00:26:05,670
amd的业务正在发生根本性变化

818
00:26:05,670 --> 00:26:06,549
每个人都必须明白

819
00:26:06,549 --> 00:26:08,799
在电话会议中amd提到

820
00:26:08,799 --> 00:26:11,460
长期可触及市场翻倍

821
00:26:11,460 --> 00:26:12,559
市场总容量估算

822
00:26:12,559 --> 00:26:17,660
公司预计服务器CPU市场将以年均超35%增速增长

823
00:26:17,660 --> 00:26:21,140
到2030年将达1200亿美元规模

824
00:26:21,140 --> 00:26:22,180
这太疯狂了

825
00:26:22,180 --> 00:26:26,470
之前他们预期的是18%到20%区间

826
00:26:26,470 --> 00:26:31,950
现在CPU机会远超预期

827
00:26:31,950 --> 00:26:34,049
包括Lisa Su和团队

828
00:26:35,130 --> 00:26:37,250
amd最让我兴奋的地方

829
00:26:37,250 --> 00:26:39,670
这也是我投资它的原因

830
00:26:39,670 --> 00:26:42,569
因为我们的GPU业务即将爆发

831
00:26:42,569 --> 00:26:44,400
未来三到四年

832
00:26:44,400 --> 00:26:45,259
本质上现在

833
00:26:45,259 --> 00:26:45,480
真的

834
00:26:45,480 --> 00:26:46,599
真正的狂欢才开始

835
00:26:46,599 --> 00:26:47,059
呃

836
00:26:47,059 --> 00:26:47,680
在夏天

837
00:26:47,680 --> 00:26:50,279
随后几年将加速增长

838
00:26:50,279 --> 00:26:54,119
对但现在的CPU机会远超预期

839
00:26:54,119 --> 00:26:57,009
调整CPU到GPU的比例

840
00:26:57,009 --> 00:26:58,608
他们在电话会议中提到

841
00:26:58,608 --> 00:27:01,398
在千X股票网站的传统电话会议中

842
00:27:01,398 --> 00:27:05,659
行业过去采用1:4到1:8的CPU与GPU配比

843
00:27:05,659 --> 00:27:07,809
1:4或1:8的比例

844
00:27:07,809 --> 00:27:14,019
CEO Lisa Su指出推理和AI任务更复杂

845
00:27:14,019 --> 00:27:18,179
比例转向1:1配置

846
00:27:18,179 --> 00:27:25,859
高性能CPU需协调任务并传输数据

847
00:27:25,859 --> 00:27:28,440
天啊

848
00:27:28,440 --> 00:27:30,220
女士们先生们

849
00:27:30,640 --> 00:27:33,039
当我几年前谈到Palantir时

850
00:27:33,039 --> 00:27:33,888
对

851
00:27:33,888 --> 00:27:36,509
当时库存已为惊人的增长做好准备

852
00:27:36,509 --> 00:27:38,528
他们发布当天

853
00:27:38,528 --> 00:27:40,769
这是商业模式的根本转变

854
00:27:40,769 --> 00:27:45,659
此前Palantir的销售周期需要数月

855
00:27:45,659 --> 00:27:47,798
他们发布后

856
00:27:47,798 --> 00:27:51,058
销售周期缩短到几小时或几天

857
00:27:51,058 --> 00:27:53,079
商业模式的根本性变革

858
00:27:53,079 --> 00:27:53,599
嗯

859
00:27:53,599 --> 00:27:54,799
你要注意这些

860
00:27:54,799 --> 00:27:57,500
当企业经历商业模式的根本性变革时

861
00:27:57,500 --> 00:27:58,720
向好的方向

862
00:27:59,349 --> 00:28:00,950
股价将飙升

863
00:28:00,950 --> 00:28:02,710
前所未有的速度

864
00:28:03,190 --> 00:28:06,809
我们有两个商业模式的根本性变化

865
00:28:06,809 --> 00:28:07,630
对于AMD而言

866
00:28:07,630 --> 00:28:11,349
一是大力进军GPU领域

867
00:28:11,710 --> 00:28:14,049
二是CPU需求

868
00:28:14,049 --> 00:28:15,890
现在我们谈到的是1:1比例

869
00:28:15,890 --> 00:28:17,859
过去是1:4或1:8

870
00:28:17,859 --> 00:28:24,940
未来几年商业模式将同时发生两项根本性变化

871
00:28:27,000 --> 00:28:30,519
AMD股价可能涨到一千两千元

872
00:28:30,599 --> 00:28:34,440
这还不是关于AMD最乐观的假设

873
00:28:34,440 --> 00:28:35,259
女士们先生们

874
00:28:35,259 --> 00:28:37,519
天啊

875
00:28:37,519 --> 00:28:38,359
现在

876
00:28:38,359 --> 00:28:43,000
目前AMD市值为6870亿美元

877
00:28:43,640 --> 00:28:46,779
AMD最坚定的看多者

878
00:28:51,039 --> 00:28:55,308
AMD将成为全球最大公司

879
00:28:55,990 --> 00:28:57,269
超越英伟达

880
00:29:04,009 --> 00:29:06,730
AMD处于绝佳位置

881
00:29:06,730 --> 00:29:09,069
AMD的GPU业务即将爆发

882
00:29:09,069 --> 00:29:09,630
并且

883
00:29:09,630 --> 00:29:10,539
你知道的

884
00:29:10,539 --> 00:29:14,119
他们在GPU领域已追上英伟达

885
00:29:14,119 --> 00:29:15,619
这为AMD带来巨大机会

886
00:29:15,619 --> 00:29:18,019
他们在价格上更具竞争力

887
00:29:18,019 --> 00:29:20,519
采用开源模式

888
00:29:20,519 --> 00:29:22,720
而非封闭生态

889
00:29:22,720 --> 00:29:24,000
就像英伟达那样

890
00:29:24,000 --> 00:29:26,240
这可能为AMD带来更多机会

891
00:29:26,240 --> 00:29:26,619
长期来看

892
00:29:26,619 --> 00:29:28,000
想想安卓

893
00:29:28,000 --> 00:29:31,009
每年安卓手机销量与iOS相比

894
00:29:31,009 --> 00:29:32,329
苹果依然很成功

895
00:29:32,329 --> 00:29:34,250
这并不意味着英伟达不能成功

896
00:29:34,250 --> 00:29:35,569
采用封闭生态模式

897
00:29:35,569 --> 00:29:38,460
只是从总量角度看

898
00:29:38,460 --> 00:29:38,980
像

899
00:29:38,980 --> 00:29:42,079
你知道保持开放其实非常非常有帮助

900
00:29:42,079 --> 00:29:42,809
没错

901
00:29:42,809 --> 00:29:46,009
但说到CPU业务，英伟达几乎无关紧要

902
00:29:46,009 --> 00:29:47,009
在CPU领域

903
00:29:47,009 --> 00:29:49,269
CPU业务对他们来说基本无关紧要

904
00:29:49,269 --> 00:29:49,779
没错

905
00:29:49,779 --> 00:29:52,880
英特尔在CPU市场可是大玩家

906
00:29:52,880 --> 00:29:55,339
但AMD定位完美

907
00:29:55,339 --> 00:29:57,559
因为他们同时掌握CPU和GPU两端

908
00:29:57,559 --> 00:30:00,319
他们是全球最占优势的公司

909
00:30:00,559 --> 00:30:01,859
在全世界

910
00:30:01,859 --> 00:30:07,269
将在未来几年从CPU和GPU需求中获益

911
00:30:07,670 --> 00:30:08,630
这太棒了

912
00:30:09,710 --> 00:30:11,150
这绝对太惊人了

913
00:30:11,150 --> 00:30:13,950
能参与这次讨论我感到无比感激

914
00:30:13,950 --> 00:30:15,589
你只能充满感激

915
00:30:15,589 --> 00:30:19,349
而最大的看多者认为这将成为五万亿美元级公司

916
00:30:19,349 --> 00:30:23,170
它将超越英伟达成为行业巨头

917
00:30:23,170 --> 00:30:23,970
这是可能的

918
00:30:25,130 --> 00:30:26,250
确实有可能

919
00:30:26,250 --> 00:30:27,069
女士们先生们

920
00:30:27,069 --> 00:30:27,650
好的

921
00:30:27,650 --> 00:30:27,930
现在

922
00:30:27,930 --> 00:30:28,430
你可能会说

923
00:30:28,430 --> 00:30:28,650
好的

924
00:30:28,650 --> 00:30:30,009
如果AMD做到这一点

925
00:30:30,009 --> 00:30:30,869
股价会怎样

926
00:30:30,869 --> 00:30:32,654
看看这个

927
00:30:34,180 --> 00:30:38,220
每股三千多美元

928
00:30:38,220 --> 00:30:40,259
如果涨到英伟达现在的水平

929
00:30:40,259 --> 00:30:43,659
每股三千多美元

930
00:30:43,659 --> 00:30:47,578
这让我看多目标在两万到两万五千美元

931
00:30:47,578 --> 00:30:47,699
哦

932
00:30:47,699 --> 00:30:48,479
这不算太看涨

933
00:30:48,479 --> 00:30:50,259
我们可能在讨论五年后的股票

934
00:30:50,259 --> 00:30:51,598
就是三千美元

935
00:30:51,598 --> 00:30:52,740
但请记住

936
00:30:52,740 --> 00:30:54,299
这是最乐观的假设

937
00:30:54,299 --> 00:30:55,700
你可能达到的极限

938
00:30:55,700 --> 00:30:57,039
但你可能会问这可能吗

939
00:30:57,039 --> 00:30:57,799
这可能吗

940
00:30:57,799 --> 00:30:59,380
想想英伟达

941
00:30:59,380 --> 00:30:59,880
比如

942
00:30:59,880 --> 00:31:00,289
没错

943
00:31:00,289 --> 00:31:03,230
英伟达2014年中市值十亿美元

944
00:31:03,230 --> 00:31:04,509
如今已成为全球最大公司

945
00:31:04,509 --> 00:31:07,109
五万亿美元谁能想到呢

946
00:31:07,109 --> 00:31:08,449
这太疯狂了

947
00:31:08,449 --> 00:31:09,608
绝对疯狂

948
00:31:09,608 --> 00:31:10,509
丽萨·苏

949
00:31:10,509 --> 00:31:10,888
你们大家

950
00:31:10,888 --> 00:31:12,848
还记得八九年之前的那个视频吗

951
00:31:12,848 --> 00:31:16,750
F1赛道上在比赛前采访选手的那个家伙

952
00:31:16,750 --> 00:31:19,150
他甚至不知道丽萨·苏是谁，也不知道该怎么问她

953
00:31:19,150 --> 00:31:20,230
如果她会说英语的话

954
00:31:20,230 --> 00:31:22,230
你会说英语吗

955
00:31:23,079 --> 00:31:24,380
我们已经走了很远了对吧

956
00:31:24,380 --> 00:31:27,210
如今她已成为世界最重要的CEO之一

957
00:31:27,210 --> 00:31:28,690
当她被问起

958
00:31:28,690 --> 00:31:29,750
她是否会说英语

959
00:31:29,750 --> 00:31:30,190
比如

960
00:31:30,190 --> 00:31:31,130
走了很长一段路

961
00:31:31,130 --> 00:31:31,470
没错

962
00:31:31,470 --> 00:31:33,690
走了老远

963
00:31:34,049 --> 00:31:37,630
我还记得第一次在频道里提到AMD股票

964
00:31:37,630 --> 00:31:39,309
那是九年前的事

965
00:31:39,309 --> 00:31:41,369
当时AMD股价是13美元

966
00:31:41,369 --> 00:31:44,690
上一年股价暴涨了470%

967
00:31:44,690 --> 00:31:47,568
对啊，人们当时觉得

968
00:31:47,568 --> 00:31:48,388
哦天啊

969
00:31:48,388 --> 00:31:49,669
这就算完了对吧

970
00:31:49,669 --> 00:31:50,249
这肯定是泡沫

971
00:31:50,249 --> 00:31:51,288
每股13美元

972
00:31:51,288 --> 00:31:51,868
没错

973
00:31:51,868 --> 00:31:57,160
所以要理解可能有更大的数字

974
00:31:57,160 --> 00:31:58,740
AMD股票后续展望

975
00:31:58,740 --> 00:31:59,779
更大的数字

976
00:31:59,779 --> 00:32:02,539
我作为股东感到非常感激

977
00:32:02,539 --> 00:32:04,380
这支股票啊

978
00:32:04,380 --> 00:32:07,529
我感激AMD团队的努力

979
00:32:07,529 --> 00:32:11,910
我也感激其他股票带来的丰厚收益

980
00:32:11,910 --> 00:32:13,309
未来几年AMD将获得巨额投资

981
00:32:13,309 --> 00:32:16,250
比如Meta、苹果、亚马逊和谷歌

982
00:32:16,250 --> 00:32:20,329
这些公司将大量采购AMD的GPU和CPU

983
00:32:20,329 --> 00:32:21,069
这简直太疯狂了

984
00:32:21,069 --> 00:32:24,829
还有OpenAI、Anthropic等公司

985
00:32:24,829 --> 00:32:26,150
但啊

986
00:32:26,150 --> 00:32:29,109
真是令人享受的时光

987
00:32:29,109 --> 00:32:30,869
你可以尽情享受

988
00:32:30,869 --> 00:32:31,509
你知道的

989
00:32:31,509 --> 00:32:33,630
我什么时候会考虑退出AMD

990
00:32:33,630 --> 00:32:36,704
在继续之前先谈谈这个

991
00:32:37,880 --> 00:32:42,720
当我察觉到营收增长放缓迹象

992
00:32:42,720 --> 00:32:44,579
我将逐步减持AMD股票

993
00:32:44,579 --> 00:32:45,180
但这并不意味着

994
00:32:45,180 --> 00:32:46,220
我会清仓卖出

995
00:32:46,220 --> 00:32:48,539
但会大幅减仓

996
00:32:48,740 --> 00:32:50,380
这还早着呢

997
00:32:50,380 --> 00:32:51,619
我们接下来

998
00:32:51,619 --> 00:32:56,890
我们将持续加速收入增长率相当长一段时间

999
00:32:56,890 --> 00:32:58,930
我至少需要一年时间

1000
00:32:58,930 --> 00:33:04,880
但在减速阶段开始前可能实现两年收入增长加速

1001
00:33:05,970 --> 00:33:06,789
我的意思是

1002
00:33:06,789 --> 00:33:10,769
现在开始布局根本不具备财务逻辑

1003
00:33:10,769 --> 00:33:12,369
但我终会到达

1004
00:33:12,369 --> 00:33:13,420
我们会到达的

1005
00:33:13,420 --> 00:33:17,299
然后我们将开始布局并获利了结资金再行配置

1006
00:33:17,299 --> 00:33:18,380
但眼下

1007
00:33:18,380 --> 00:33:19,699
兄弟干杯

1008
00:33:19,699 --> 00:33:21,259
你知道这就是阶段

1009
00:33:21,259 --> 00:33:24,819
当Palantir股价涨到30到40美元区间时

1010
00:33:24,819 --> 00:33:26,888
你知道的

1011
00:33:27,249 --> 00:33:28,929
从股票当时的价位来看

1012
00:33:28,929 --> 00:33:31,048
股价曾低至六七美元

1013
00:33:31,048 --> 00:33:31,689
八美元

1014
00:33:31,689 --> 00:33:33,108
2022年的股价情况

1015
00:33:33,108 --> 00:33:34,619
股价曾上涨至三十美元

1016
00:33:34,619 --> 00:33:36,779
人们认为再也涨不动了

1017
00:33:36,779 --> 00:33:38,049
就是极限了

1018
00:33:38,049 --> 00:33:41,329
随后股价飙升至两百多美元，AMD正处于当前阶段

1019
00:33:41,329 --> 00:33:42,569
股价已达四百美元

1020
00:33:42,569 --> 00:33:43,130
天啊

1021
00:33:43,130 --> 00:33:43,970
这波上涨简直疯狂

1022
00:33:43,970 --> 00:33:45,990
从一百美元涨到四百

1023
00:33:46,349 --> 00:33:47,869
我觉得现在有点贵了

1024
00:33:47,869 --> 00:33:48,970
等它涨到一千二百美元再说

1025
00:33:48,970 --> 00:33:49,450
好的

1026
00:33:49,450 --> 00:33:50,150
接下来这个

1027
00:33:50,150 --> 00:33:52,630
一只大型蓝筹股，市场中的重大机会

1028
00:33:52,630 --> 00:33:53,910
嗯

1029
00:33:54,450 --> 00:33:57,450
我投资组合中的第四大优质股票

1030
00:33:57,450 --> 00:33:58,569
Patreon投资组合

1031
00:33:58,569 --> 00:34:02,490
我于2023年开始投资

1032
00:34:02,490 --> 00:34:04,450
Patreon会员都非常喜爱它

1033
00:34:04,450 --> 00:34:06,690
每周我会在Patreon展示买卖的股票

1034
00:34:06,690 --> 00:34:07,210
在Patreon平台

1035
00:34:07,210 --> 00:34:08,409
详情请查看描述区域

1036
00:34:08,409 --> 00:34:09,130
顺便说一下

1037
00:34:09,130 --> 00:34:10,570
如果你想加入我的Patreon

1038
00:34:10,570 --> 00:34:11,469
但啊

1039
00:34:11,469 --> 00:34:13,429
这是投资组合中的第四大股票

1040
00:34:13,429 --> 00:34:14,289
就涨幅比例而言

1041
00:34:14,289 --> 00:34:16,489
Gainer公司名称

1042
00:34:16,489 --> 00:34:17,409
Shopify

1043
00:34:17,409 --> 00:34:19,009
涨幅达59.

1044
00:34:19,009 --> 00:34:19,268
4

1045
00:34:19,268 --> 00:34:24,469
8%

1046
00:34:24,469 --> 00:34:26,568
Shopify值得买入，看这只股票

1047
00:34:26,568 --> 00:34:27,389
他们刚公布了财报

1048
00:34:27,389 --> 00:34:27,889
三

1049
00:34:27,889 --> 00:34:29,110
四个百分点的营收增长

1050
00:34:29,110 --> 00:34:32,150
想想外面有多少企业经营状况非常糟糕

1051
00:34:32,150 --> 00:34:34,050
除了半导体相关公司

1052
00:34:34,050 --> 00:34:35,289
没错啊，是的

1053
00:34:35,289 --> 00:34:35,570
三

1054
00:34:35,570 --> 00:34:36,210
四个百分点

1055
00:34:36,210 --> 00:34:38,909
这甚至比Meta的营收增速更快

1056
00:34:38,909 --> 00:34:42,050
他们实现了惊人的三三百分比营收增长

1057
00:34:42,050 --> 00:34:45,489
Shopify甚至以三四个百分点超越了他们

1058
00:34:46,230 --> 00:34:49,469
本季度他们的营收成本也有所上升

1059
00:34:49,469 --> 00:34:50,670
所以我没给他打A+

1060
00:34:50,670 --> 00:34:52,150
增长到了三十六个百分点

1061
00:34:52,150 --> 00:34:52,730
所以我给了三

1062
00:34:52,730 --> 00:34:54,289
毛利率增长了二个百分点

1063
00:34:54,289 --> 00:34:54,570
现在

1064
00:34:54,570 --> 00:34:56,650
他们很好地控制了其他费用

1065
00:34:56,650 --> 00:34:58,369
除了交易和贷款损失

1066
00:34:58,369 --> 00:34:58,929
增长了五

1067
00:34:58,929 --> 00:35:00,010
公司整体增长了五个百分点

1068
00:35:00,010 --> 00:35:00,690
幸运的是

1069
00:35:00,690 --> 00:35:01,909
这是一个很小的项目

1070
00:35:01,909 --> 00:35:02,559
没错

1071
00:35:02,559 --> 00:35:04,760
但总运营费用仅增长二一个百分点

1072
00:35:04,760 --> 00:35:06,539
如果你的毛利润增长三二个百分点

1073
00:35:06,539 --> 00:35:08,920
总运营费用仅增长二一个百分点

1074
00:35:08,920 --> 00:35:11,900
营业利润将大幅增长

1075
00:35:12,500 --> 00:35:13,880
而这正是我们看到的

1076
00:35:13,880 --> 00:35:17,920
营业利润同比激增百分之八十八

1077
00:35:17,920 --> 00:35:19,869
哇，净利润

1078
00:35:19,869 --> 00:35:22,130
扣除股权投资影响

1079
00:35:22,130 --> 00:35:23,809
这属于一次性项目

1080
00:35:23,809 --> 00:35:24,480
没错

1081
00:35:24,480 --> 00:35:27,869
同比增长百分之五十九

1082
00:35:28,070 --> 00:35:29,829
Shopify交出亮眼财报

1083
00:35:29,829 --> 00:35:31,389
Shopify给你的四倍市盈率

1084
00:35:31,389 --> 00:35:32,869
你可能会觉得这只股票很贵

1085
00:35:32,869 --> 00:35:34,389
其实不是二或四倍市盈率

1086
00:35:34,389 --> 00:35:36,559
三一倍太低了

1087
00:35:36,559 --> 00:35:38,298
对于成长型企业来说太低

1088
00:35:38,298 --> 00:35:38,958
你知道的

1089
00:35:38,958 --> 00:35:42,139
营收在三十几亿美元

1090
00:35:42,139 --> 00:35:44,398
想想这个情况

1091
00:35:45,079 --> 00:35:46,498
我们甚至还没到某个时间点

1092
00:35:46,498 --> 00:35:47,958
当消费环境良好时

1093
00:35:47,958 --> 00:35:48,838
现在

1094
00:35:48,838 --> 00:35:50,278
想想这一点

1095
00:35:50,278 --> 00:35:50,818
没错

1096
00:35:50,818 --> 00:35:53,018
因此Shopify是优质股票

1097
00:35:53,018 --> 00:35:54,599
它是最

1098
00:35:54,599 --> 00:35:55,778
这可能是最被低估的之一

1099
00:35:55,778 --> 00:35:58,210
顺便说一句，可能是最被低估的

1100
00:35:58,210 --> 00:36:00,150
我们正在查看的是thousandxstocks.com

1101
00:36:00,150 --> 00:36:02,610
这可能是最被低估的大盘科技股

1102
00:36:02,610 --> 00:36:05,019
市场中存在人们很少谈论的话题

1103
00:36:05,019 --> 00:36:06,739
对我们来说表现非常出色

1104
00:36:06,739 --> 00:36:08,719
在Patreon投资组合中确实如此

1105
00:36:08,719 --> 00:36:13,010
我认为Shopify未来还有更多涨幅

1106
00:36:13,010 --> 00:36:13,349
没错

1107
00:36:13,349 --> 00:36:14,590
当市场风险偏好下降时

1108
00:36:14,590 --> 00:36:16,608
这是一家总是大幅下跌的股票

1109
00:36:16,889 --> 00:36:18,168
当市场风险偏好上升时

1110
00:36:18,168 --> 00:36:19,028
我们玩得很开心

1111
00:36:19,028 --> 00:36:19,608
好的

1112
00:36:19,608 --> 00:36:20,449
接下来是这个

1113
00:36:20,449 --> 00:36:21,909
让我们谈谈小盘股机会

1114
00:36:21,909 --> 00:36:23,429
这是一个巨大机会

1115
00:36:23,429 --> 00:36:24,688
这家公司规模非常小

1116
00:36:24,688 --> 00:36:28,760
之前我展示过公开账户对吧

1117
00:36:28,760 --> 00:36:32,099
公开账户中总收益最高的持仓

1118
00:36:32,099 --> 00:36:38,219
公开账户中第八收益的股票是RV LV

1119
00:36:38,219 --> 00:36:39,260
公司名为Revolve

1120
00:36:39,260 --> 00:36:40,619
我们不太常提及这家公司

1121
00:36:40,619 --> 00:36:43,639
但这家公司是特殊电商企业

1122
00:36:43,639 --> 00:36:44,980
大量销售服装

1123
00:36:44,980 --> 00:36:46,989
平均订单金额

1124
00:36:46,989 --> 00:36:49,230
通常在三百美元左右

1125
00:36:49,230 --> 00:36:51,170
以女性消费者为主

1126
00:36:51,170 --> 00:36:53,130
他们也在拓展其他产品线

1127
00:36:53,130 --> 00:36:55,590
该公司市值14亿美元

1128
00:36:55,590 --> 00:36:57,150
股价约20美元一股

1129
00:36:57,150 --> 00:37:00,099
这是一笔巨大的超值交易

1130
00:37:00,099 --> 00:37:01,780
看看这家公司的资产负债表

1131
00:37:01,780 --> 00:37:02,719
三百三十

1132
00:37:02,719 --> 00:37:05,510
现金及等价物达500万美元

1133
00:37:05,510 --> 00:37:09,150
总负债为2.83亿美元

1134
00:37:09,150 --> 00:37:15,559
该公司现金及等价物超过总负债

1135
00:37:15,559 --> 00:37:17,949
这堪称传奇

1136
00:37:17,949 --> 00:37:18,809
此外

1137
00:37:18,809 --> 00:37:19,590
我意思是你们

1138
00:37:19,590 --> 00:37:21,389
你们听到消费者疲软的各种消息

1139
00:37:21,389 --> 00:37:23,969
而该公司净销售额增长16%

1140
00:37:23,969 --> 00:37:26,730
公司毛利率同比增长17%

1141
00:37:26,730 --> 00:37:29,190
数据非常强劲，他们投入大量营销

1142
00:37:29,190 --> 00:37:30,690
希望未来能恢复增长

1143
00:37:30,690 --> 00:37:32,960
这是公司最大的开支项

1144
00:37:32,960 --> 00:37:34,460
净利润增长21%

1145
00:37:34,460 --> 00:37:36,079
每股收益增长25%

1146
00:37:36,079 --> 00:37:38,739
Revolve的财务报表表现优异

1147
00:37:38,739 --> 00:37:40,420
只有少数几项指标偏高

1148
00:37:40,420 --> 00:37:42,820
那里的总运营费用和营销费用呢

1149
00:37:42,820 --> 00:37:45,610
所以这是一家非常优秀的公司

1150
00:37:45,610 --> 00:37:46,750
价格低得离谱

1151
00:37:46,750 --> 00:37:47,289
在我看来

1152
00:37:47,289 --> 00:37:48,110
对于这个P值

1153
00:37:48,110 --> 00:37:49,650
两个一正确

1154
00:37:49,650 --> 00:37:52,309
两个一价格太低了

1155
00:37:52,309 --> 00:37:54,750
我们谈论的是一家中个位数增长的公司

1156
00:37:54,750 --> 00:37:56,849
百分比低得令人难以置信

1157
00:37:56,849 --> 00:37:57,528
好的

1158
00:37:57,528 --> 00:37:58,528
你准备好了吗

1159
00:37:58,528 --> 00:37:59,949
你准备好加入私密群组了吗

1160
00:37:59,949 --> 00:38:01,369
你准备好加入我们了吗

1161
00:38:01,369 --> 00:38:02,409
你准备好进行投资了

1162
00:38:02,409 --> 00:38:03,130
更加严肃

1163
00:38:03,130 --> 00:38:04,469
你准备好学习这些知识了吗

1164
00:38:04,469 --> 00:38:05,630
你知道损益表吗

1165
00:38:05,630 --> 00:38:06,250
资产负债表

1166
00:38:06,250 --> 00:38:07,250
现在现金流情况

1167
00:38:07,250 --> 00:38:08,949
你知道如何对股票进行预测分析吗

1168
00:38:08,949 --> 00:38:11,690
你有运行股票预测的软件吗

1169
00:38:11,690 --> 00:38:14,849
你有能解释商业模式的软件吗

1170
00:38:14,849 --> 00:38:16,110
向你揭示风险点

1171
00:38:16,110 --> 00:38:16,409
这些事项

1172
00:38:16,409 --> 00:38:18,050
你得注意所有这些重要内容

1173
00:38:18,050 --> 00:38:20,449
如果你不加入预备组就会被淘汰

1174
00:38:20,449 --> 00:38:21,030
在下方评论

1175
00:38:21,030 --> 00:38:21,969
需求非常疯狂

1176
00:38:21,969 --> 00:38:22,530
现在

1177
00:38:22,530 --> 00:38:23,769
我们会尽快联系你

1178
00:38:23,769 --> 00:38:24,898
当我们能联系到你时

1179
00:38:24,898 --> 00:38:27,378
感谢你今天加入我

1180
00:38:27,378 --> 00:38:29,260
祝你一切顺利，度过美好一天

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