【Financial Education】我刚买入了一只超赞的股票！（新股买入）

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你得在地板上翻煎饼啊

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各位看看这个

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这下跌太厉害了

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就在市场收盘前

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最后三十分钟简直惨不忍睹

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很多股票暴跌

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Day Elf 又回到货架上了

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今天他们又试图压低价格

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没错

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下跌7%

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Elf货架的变动

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S Lauder暴跌5%

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我暴跌4.5%

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Rh暴跌近8%

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看看Adobe

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Adobe跌至196美元

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Broadcom暴跌5%以上

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这曾是热门股票

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现在成了市场最冷门股

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Palantier暴跌5%+

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Salesforce暴跌，Salesforce

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真是毫无喘息机会

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说到毫无喘息机会

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微软又跌4%

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亚马逊再跌3.5%

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只有一只股票能救市

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那就是Cheesecake Factory

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看看蛋糕先生

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今日再涨3%

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简直难以置信

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股市上涨

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蛋糕也上涨

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股市下跌

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蛋糕却上涨

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股市在袋鼠身上毫无作为

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蛋糕却上涨

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这简直太不可思议了

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今天蛋糕股再涨7000美元

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不是12万美元

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还不算我收到的分红

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所以各位

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如果有一只股票能拯救

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这就是蛋糕

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没错

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各位

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女士们先生们

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今天我们有三个重要议题

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好的第一个

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今天美联储有两大重要举措

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我需要解释这意味着什么

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关于你资金在股市的短期和长期未来

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这实际上是非常重要的事情

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你知道的

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美联储的动向其实没那么重要

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今天可是大事件

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我需要解释那里发生了什么

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非常严重

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好的第二点

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在大幅下跌日哪些股票值得买入

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我将在今天这段视频中解释

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所以你们要明白

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没错

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现在有哪些机会存在

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第三点我们要讨论的是全新股票

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我今天在这里买入了这只股票，我需要你们做两件事

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希望你们都能做到这两件事

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第一件事就是请你们点击

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点赞按钮

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点那个小点赞图标

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这是最重要的

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感谢你们这样做

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这就是我做这个视频所需的全部报酬

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好的

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另一件事如果你们能在评论区

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市场出现的大幅反转行情

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是否让你感到兴奋

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还是感到害怕

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我非常想听听你们的看法

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这样的行情会如何影响你们

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是否让你感到害怕

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是否让你觉得

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哦你知道的

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士气低落

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情绪低落之类

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还是这样的行情让你兴奋

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因为你想去买入低价筹码

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所以希望大家在评论区留言

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简单说说你们的现状

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心理状态

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好的

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另外我要告诉大家私密群组的课程资源

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私密Discord通道

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加入千星聊天室

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所有优质内容

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九天后我们将关闭申请

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最后申请日期是6月26日

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很快就要到了

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如果你想在我们关闭新成员通道前加入私密群组

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那里会有置顶评论提示

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我们会将钢制会员卡寄到你家

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还有欢迎礼包

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所有优质物品

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一旦你加入我们

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再次强调

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那就是那里置顶的评论

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现在就

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让我们严肃讨论一个主题

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首先这里

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美联储

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这对短期意味着什么

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长期未来

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股市

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你的钱

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这些事情因为非常

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影响深远

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好的

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听着

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我们有很多资深成员

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我来解释

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最简单的案例

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美联储有很多重量级人物

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好的

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其中有相当多的人希望年底前加息

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这会让市场恐慌

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你必须理解市场极度厌恶加息

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市场不喜欢加息

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当市场看到加息

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会非常担心下跌

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这有很多原因

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不过

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如果美联储提高利率

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没错

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联邦基金利率

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通常国债会随之上涨

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如果国债上涨

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人们可能会说

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我要撤出股市

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现在转投国债对冲风险

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这通常不是问题

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如果你能获得5%以下的国债收益

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而且

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即使现在涨到7%左右

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一旦谈到国债

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收益率达到7%

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你就陷入麻烦

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原因在于当你刚开始了解股市时

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会记住那个8%的数字

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这其实并不符合事实

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你知道的

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如果你回顾近期的任何历史时期

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实际上你以8%的回报率获得了更好的收益

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但8%是大家常听到的数字

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当你刚开始关注股市时

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或者你可以在标普500指数中获得年化8%

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当你接近7%的收益率时

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这就是大家常说的临界点

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我可以无风险投资并基本获得股市收益

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我只需将资金投入国债无需承担风险

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没错

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现在我们已远离那个水平

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但市场确实担心现在还存在

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你知道的

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企业债务问题

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僵尸企业

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所有这些相关问题

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这是我们要避免讨论的情况

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但故事的核心是股市厌恶加息

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这是原因之一

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并非唯一原因

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但这是原因之一

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2022年是极其艰难的一年

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纳斯达克从峰值到谷底下跌超35%

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从2021年四季度峰值到2022年四季度低点

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2022年纳斯达克暴跌超三

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五个百分点的跌幅让市场痛恨

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嗯

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你知道的

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美联储加息

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好的

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现在

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第二个重要原因在于

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如果美联储多位官员希望提高利率

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从现在到年底期间

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他们实际上排除了降息可能

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比如

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你如何获得降息

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许多人预期今年会有数次降息

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但现在看来不会有任何降息

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坦白说

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没错

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有可能

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我说

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现在降息预期已变得如此悲观

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此时最佳情况也只有一次降息

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但连这似乎也不太可能

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现在

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此时此刻

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所以

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如果你想讨论潜在的降息

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现在对话即将在2027年展开

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关于降息问题没错

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然后人们可能都不相信

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因为很多人认为今年会有三到五次降息

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如果追溯到

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你知道的

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我们来谈谈第四季度

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2025年

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很多人预期今年会有三到五次降息

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我不

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甚至你知道我们

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我们可能连一次都不会有

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所以那些关于

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哦

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利率将大幅下调

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你知道的

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特朗普会得到他想要的

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市场将爆发

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因为他们会将利率降至零

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呃

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是的

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目前这确实很难

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没错

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第二部分

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这比之前讨论的部分更有意义

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好的

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听着

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合并正在下跌

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原因只有一个

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今日发布会后我们将获得更少信息

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美联储沃什

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呃

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宣布美联储已放弃前瞻指引

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甚至暗示点阵图可能被修改或取消

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连同所有美联储沟通方式

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如政策声明和发布会

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换句话说

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市场将获得更少的美联储展望

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这意味着更多不确定性

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他设立的五个新工作组提出强烈反对

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缺乏明确预期指引

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市场反复证明不确定性与波动性

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如影随形

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新美联储政策将带来更多波动

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我不确定

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这里是我的反驳理由

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好的

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当美联储

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而所有美联储理事也纷纷出来发言

249
00:08:02,769 --> 00:08:06,170
有时我能影响市场走势，他们总在做这些采访

250
00:08:06,170 --> 00:08:07,750
他们总是说这些话

251
00:08:07,750 --> 00:08:09,889
他们说你可以查看点阵图

252
00:08:09,889 --> 00:08:13,009
你总能从负面角度解读点阵图

253
00:08:13,009 --> 00:08:16,879
我可以展示联邦储备委员会历史上所有的点阵图

254
00:08:16,879 --> 00:08:18,540
我都能从负面角度解读

255
00:08:18,540 --> 00:08:19,649
你知道我是怎么做到的

256
00:08:19,649 --> 00:08:21,610
这就是人们经常这么做

257
00:08:21,610 --> 00:08:23,110
如果你想从负面角度解读

258
00:08:23,110 --> 00:08:25,290
所以观察点阵图时他们会说

259
00:08:25,290 --> 00:08:26,410
天啊

260
00:08:26,410 --> 00:08:27,970
他们不会大幅降息

261
00:08:27,970 --> 00:08:30,949
远不及人们预期的那么多

262
00:08:30,949 --> 00:08:32,669
这对市场不利

263
00:08:32,669 --> 00:08:34,549
他们可以查看点阵图并说

264
00:08:34,549 --> 00:08:35,149
天啊

265
00:08:35,149 --> 00:08:36,590
为什么他们会降息

266
00:08:36,590 --> 00:08:37,990
明年大幅降息

267
00:08:37,990 --> 00:08:39,629
难道他们认为经济将陷入衰退

268
00:08:39,629 --> 00:08:42,039
就是这样轻易发生

269
00:08:42,039 --> 00:08:43,399
所以你可以从不同角度解读

270
00:08:43,399 --> 00:08:43,559
然而

271
00:08:43,559 --> 00:08:46,299
你想要所有美联储提供的信息

272
00:08:46,299 --> 00:08:48,350
如果你想从正面看待

273
00:08:48,350 --> 00:08:49,830
杯子里半杯水是满的

274
00:08:49,830 --> 00:08:51,629
如果你想从负面角度看待

275
00:08:51,629 --> 00:08:52,970
杯子里半杯水是空的

276
00:08:52,970 --> 00:08:54,169
由你决定

277
00:08:54,169 --> 00:08:55,610
完全取决于你

278
00:08:55,610 --> 00:08:57,500
每一件事

279
00:08:58,899 --> 00:09:00,259
美联储理事所说的话

280
00:09:00,259 --> 00:09:02,639
我可以从负面角度解读

281
00:09:02,799 --> 00:09:04,720
我也可以从正面角度解读

282
00:09:04,720 --> 00:09:07,230
每一件事

283
00:09:07,230 --> 00:09:09,870
因此提供更多信息毫无意义

284
00:09:09,870 --> 00:09:12,330
然后进行更多采访和发布会

285
00:09:12,330 --> 00:09:14,059
毫无作用

286
00:09:14,340 --> 00:09:17,539
因为那些想从负面解读的人

287
00:09:17,539 --> 00:09:20,419
会从负面角度解读并加以渲染

288
00:09:20,419 --> 00:09:22,720
而那些想从正面解读的人

289
00:09:22,720 --> 00:09:26,200
会从正面角度解读并积极看待

290
00:09:26,200 --> 00:09:28,179
这就是现实

291
00:09:28,179 --> 00:09:31,360
一切取决于个人信念

292
00:09:31,360 --> 00:09:33,039
同样适用于点阵图

293
00:09:33,039 --> 00:09:35,279
图表并不代表美联储毫无头绪

294
00:09:35,279 --> 00:09:36,740
他们正在为未来一年做准备

295
00:09:36,740 --> 00:09:38,000
毫无头绪

296
00:09:38,000 --> 00:09:39,340
因为我并不

297
00:09:39,340 --> 00:09:41,700
就像巴菲特不这样，杰夫·贝佐斯也不这样

298
00:09:41,700 --> 00:09:42,580
就像埃隆必须做到的

299
00:09:42,580 --> 00:09:43,500
没人有任何头绪

300
00:09:43,500 --> 00:09:44,200
就像特朗普那样

301
00:09:44,200 --> 00:09:44,980
没人有头绪

302
00:09:44,980 --> 00:09:45,940
美联储接下来会怎么做

303
00:09:45,940 --> 00:09:46,899
一年后

304
00:09:46,899 --> 00:09:48,279
甚至半年后

305
00:09:48,279 --> 00:09:48,820
别提了

306
00:09:48,820 --> 00:09:49,639
两年后

307
00:09:49,639 --> 00:09:52,139
我一直在画这些点阵图

308
00:09:52,139 --> 00:09:53,620
它们总是错误

309
00:09:54,700 --> 00:09:55,899
总是错误

310
00:09:55,899 --> 00:09:58,039
那它们还有什么用

311
00:09:58,039 --> 00:09:59,080
它们毫无价值

312
00:09:59,080 --> 00:10:00,320
点阵图毫无价值

313
00:10:00,320 --> 00:10:01,840
总是错误

314
00:10:01,840 --> 00:10:03,240
尤其是当你展望

315
00:10:03,240 --> 00:10:05,700
六个月、十二个月、十八个月、二十四个月后

316
00:10:05,700 --> 00:10:07,990
他们完全不知道利率会去向何方

317
00:10:07,990 --> 00:10:08,429
然后

318
00:10:08,429 --> 00:10:10,549
因为世界上会发生太多事情

319
00:10:10,549 --> 00:10:13,190
从现在到那时通胀可能发生巨大变化

320
00:10:13,190 --> 00:10:14,309
经济可能发生巨大变化

321
00:10:14,309 --> 00:10:15,799
就业市场

322
00:10:15,799 --> 00:10:17,139
别开玩笑了先生

323
00:10:17,139 --> 00:10:19,580
所以你知道这完全是荒谬的

324
00:10:19,580 --> 00:10:22,809
所以我将对此提出反对

325
00:10:22,809 --> 00:10:24,149
而且我要说如果有的话

326
00:10:24,149 --> 00:10:27,139
或许反而能稍微降低波动性

327
00:10:27,500 --> 00:10:31,200
因为现在你不必为那么多疯狂的事情担忧

328
00:10:31,200 --> 00:10:33,399
在市场反应方面

329
00:10:33,399 --> 00:10:35,960
现在有一个非常重要的事情

330
00:10:35,960 --> 00:10:38,679
你必须了解美联储的未来方向

331
00:10:38,679 --> 00:10:39,539
好的

332
00:10:39,539 --> 00:10:41,159
这位新任者

333
00:10:41,159 --> 00:10:43,159
他有一个宏伟计划

334
00:10:43,159 --> 00:10:45,419
这是一个大计划

335
00:10:45,419 --> 00:10:47,980
并将改变美联储未来数年

336
00:10:47,980 --> 00:10:48,539
好的

337
00:10:48,539 --> 00:10:50,600
听着这家伙

338
00:10:50,600 --> 00:10:51,419
就在这里

339
00:10:51,419 --> 00:10:53,240
他就是个精心策划的

340
00:10:53,240 --> 00:11:01,100
他想让美联储比几十年来更不重要

341
00:11:01,100 --> 00:11:02,230
好的

342
00:11:02,230 --> 00:11:04,870
他想缩减资产负债表

343
00:11:04,870 --> 00:11:06,110
大幅缩减

344
00:11:06,110 --> 00:11:08,029
这就是他的目标

345
00:11:08,190 --> 00:11:10,929
其中一些已被公开讨论，还有一些则没有

346
00:11:10,929 --> 00:11:12,799
你只需要看看

347
00:11:13,159 --> 00:11:13,860
你知道的

348
00:11:13,860 --> 00:11:18,639
拼凑这些信息，他实际上想让美联储变得最不重要

349
00:11:18,639 --> 00:11:19,909
已经几十年了

350
00:11:19,909 --> 00:11:21,669
在我进入市场以来

351
00:11:21,669 --> 00:11:25,078
我最早开始是在2008年末

352
00:11:25,479 --> 00:11:30,080
美联储一直是持续热议的话题

353
00:11:30,080 --> 00:11:31,059
美联储是什么玩意儿啊

354
00:11:31,059 --> 00:11:31,820
美联储在做什么

355
00:11:31,820 --> 00:11:32,519
美联储在做什么

356
00:11:32,519 --> 00:11:33,919
自金融危机以来

357
00:11:33,919 --> 00:11:36,840
他们被推上风口浪尖并实施了救助措施

358
00:11:36,840 --> 00:11:37,919
没错就是这样

359
00:11:37,919 --> 00:11:41,789
此后他们一直将利率降至零

360
00:11:41,789 --> 00:11:46,039
美联储备受关注，资产负债表也在膨胀

361
00:11:46,039 --> 00:11:47,519
自金融危机以来

362
00:11:47,519 --> 00:11:48,480
到了这样的规模

363
00:11:48,480 --> 00:11:49,039
你知道的

364
00:11:49,039 --> 00:11:50,799
如果二十年前有人说这些数字

365
00:11:50,799 --> 00:11:51,940
三十年前

366
00:11:51,940 --> 00:11:52,679
四十年前

367
00:11:52,679 --> 00:11:53,200
四十年前

368
00:11:53,200 --> 00:11:55,000
没人能想象美联储会如此庞大

369
00:11:55,000 --> 00:11:56,059
其资产负债表是

370
00:11:56,059 --> 00:12:00,279
此人想逐步让美联储不再重要

371
00:12:00,279 --> 00:12:01,950
被谈论的话题

372
00:12:02,309 --> 00:12:04,649
所以当你看到他在谈论

373
00:12:04,649 --> 00:12:05,389
嘿

374
00:12:05,389 --> 00:12:07,009
我们可能不再举行新闻发布会

375
00:12:07,009 --> 00:12:08,350
你将看不到太多采访

376
00:12:08,350 --> 00:12:09,649
可能不会有太多点阵图

377
00:12:09,649 --> 00:12:11,480
我不会提供太多信息

378
00:12:11,480 --> 00:12:13,000
这正是他在说

379
00:12:13,000 --> 00:12:14,840
我想让美联储

380
00:12:14,840 --> 00:12:18,000
不再成为讨论焦点

381
00:12:18,000 --> 00:12:20,179
但我们会在紧急情况下待命

382
00:12:20,179 --> 00:12:21,600
但你知道的

383
00:12:21,600 --> 00:12:22,600
我们会处于幕后

384
00:12:22,600 --> 00:12:23,850
对吧

385
00:12:23,850 --> 00:12:25,269
你需要把这些信息拼凑起来

386
00:12:25,269 --> 00:12:26,470
这里是谁

387
00:12:26,470 --> 00:12:28,789
这个人现在领导美联储

388
00:12:28,789 --> 00:12:29,379
好吧

389
00:12:29,379 --> 00:12:30,779
你必须理解

390
00:12:30,779 --> 00:12:33,700
他曾是合伙人和顾问

391
00:12:33,700 --> 00:12:34,220
首先

392
00:12:34,220 --> 00:12:34,779
斯坦利

393
00:12:34,779 --> 00:12:35,600
杜根·米勒

394
00:12:35,600 --> 00:12:36,480
现在好了

395
00:12:36,480 --> 00:12:37,759
如果你在市场里待了一段时间

396
00:12:37,759 --> 00:12:38,159
你知道的

397
00:12:38,159 --> 00:12:38,639
斯坦利

398
00:12:38,639 --> 00:12:39,600
他是传奇人物

399
00:12:39,600 --> 00:12:41,379
股市传奇

400
00:12:41,379 --> 00:12:43,899
他的回报令人难以置信

401
00:12:43,899 --> 00:12:47,480
而我可以告诉你

402
00:12:47,480 --> 00:12:49,980
凯文·沃什会敬佩某个人

403
00:12:49,980 --> 00:12:51,159
比如斯坦利·罗克米勒

404
00:12:51,159 --> 00:12:52,220
比如这个人

405
00:12:52,220 --> 00:12:53,318
你值得仰望

406
00:12:53,318 --> 00:12:53,899
你知道的

407
00:12:53,899 --> 00:12:55,019
你成为那里的合伙人

408
00:12:55,019 --> 00:12:56,359
你正在仰望这个人

409
00:12:56,359 --> 00:13:03,940
因此随着时间推移，这位人的观点会主导你的很多看法

410
00:13:03,940 --> 00:13:06,519
因为他会对你的影响非常深远

411
00:13:06,519 --> 00:13:07,200
好的

412
00:13:07,200 --> 00:13:09,460
让我们深入探讨

413
00:13:09,460 --> 00:13:12,980
斯坦利对美联储的看法是什么

414
00:13:12,980 --> 00:13:14,440
这会非常有趣

415
00:13:14,440 --> 00:13:15,480
斯坦利·杜恩·米勒

416
00:13:15,480 --> 00:13:17,779
传奇对冲基金经理

417
00:13:17,779 --> 00:13:21,639
对近期美联储行动持最严厉批评

418
00:13:21,639 --> 00:13:27,940
认为过度宽松货币政策在扭曲的金融市场埋下长期风险

419
00:13:28,340 --> 00:13:29,720
激进政策风险

420
00:13:29,720 --> 00:13:34,539
他多次将美联储刺激政策称为二战以来最激进的政策

421
00:13:34,539 --> 00:13:35,230
ii

422
00:13:35,230 --> 00:13:38,269
警告可能催生巨大资产泡沫

423
00:13:38,269 --> 00:13:42,919
并危及2021年美元长期价值与通胀

424
00:13:42,919 --> 00:13:46,879
杜恩·米勒批评美联储犯下的错误

425
00:13:46,879 --> 00:13:50,779
或因受制于2021年前瞻指引

426
00:13:50,779 --> 00:13:54,480
对比2024年末50个基点的降息

427
00:13:54,480 --> 00:13:57,600
与此前维持零利率的错误

428
00:13:57,600 --> 00:13:58,909
尽管通胀高企

429
00:13:58,909 --> 00:14:01,309
2024年在五码线失误

430
00:14:01,309 --> 00:14:03,850
他指出美联储在五码线失手

431
00:14:03,850 --> 00:14:04,990
这是足球术语

432
00:14:04,990 --> 00:14:06,220
通过降息

433
00:14:06,220 --> 00:14:08,159
当通胀仍是隐患时

434
00:14:08,159 --> 00:14:08,740
这一举措

435
00:14:08,740 --> 00:14:13,730
他认为重燃通胀并点燃金融条件

436
00:14:13,730 --> 00:14:14,289
我的意思是

437
00:14:14,289 --> 00:14:15,649
确实存在有力论据

438
00:14:15,649 --> 00:14:17,179
这可能是正确的

439
00:14:17,539 --> 00:14:18,940
反对前瞻指引

440
00:14:18,940 --> 00:14:19,720
他主张

441
00:14:19,720 --> 00:14:22,419
美联储应停止使用前瞻指引

442
00:14:22,419 --> 00:14:22,740
哦

443
00:14:22,740 --> 00:14:23,899
这很有趣

444
00:14:27,500 --> 00:14:29,200
当你需要加息时

445
00:14:29,200 --> 00:14:31,379
在需要降息时就降息

446
00:14:31,379 --> 00:14:32,350
降息吧

447
00:14:32,350 --> 00:14:33,070
他认为

448
00:14:33,070 --> 00:14:39,450
美联储政策迫使投资者过度冒险，美联储取消了市场信号

449
00:14:39,889 --> 00:14:40,750
哇

450
00:14:40,750 --> 00:14:48,220
这难道不像是凯文想带我们去的方向吗，这太有意思了

451
00:14:48,220 --> 00:14:49,740
所以现在我们到了这里

452
00:14:49,740 --> 00:14:52,460
作为投资者你必须问自己

453
00:14:52,580 --> 00:14:53,860
你更喜欢旧的美联储吗

454
00:14:53,860 --> 00:14:54,919
你更喜欢现在的美联储吗

455
00:14:54,919 --> 00:14:55,440
好的

456
00:14:55,440 --> 00:14:56,740
听着

457
00:14:58,110 --> 00:15:00,289
如果你看看美联储

458
00:15:00,289 --> 00:15:02,070
这是一场伟大的金融危机对吧

459
00:15:02,070 --> 00:15:06,059
影响巨大，被广泛讨论

460
00:15:06,059 --> 00:15:08,419
围绕美联储的争论规模

461
00:15:08,419 --> 00:15:11,659
这在股市是最热门的话题对吧

462
00:15:14,710 --> 00:15:17,529
感觉政府在掌控一切，就像他们

463
00:15:17,529 --> 00:15:20,259
他们会推动股市上涨或下跌

464
00:15:20,259 --> 00:15:21,240
就像今天所做的

465
00:15:21,240 --> 00:15:21,779
没错

466
00:15:21,779 --> 00:15:25,440
这不是好感觉，不像自由市场对吧

467
00:15:25,440 --> 00:15:28,750
如果你想让美联储退居幕后

468
00:15:28,750 --> 00:15:29,330
没错

469
00:15:32,980 --> 00:15:35,440
你会转向更自由的市场环境

470
00:15:35,440 --> 00:15:37,419
没错，因为如果美联储退居幕后

471
00:15:37,419 --> 00:15:40,000
那我们该讨论什么盈利数据

472
00:15:40,000 --> 00:15:41,460
估值

473
00:15:41,460 --> 00:15:43,190
经济状况

474
00:15:43,190 --> 00:15:44,909
这些内容而非

475
00:15:44,909 --> 00:15:47,629
现在美联储短期内会怎么做

476
00:15:47,629 --> 00:15:49,639
美联储永远是热门话题

477
00:15:49,639 --> 00:15:50,399
但就像

478
00:15:50,399 --> 00:15:54,019
你希望它成为像过去那样举足轻重的话题吗

479
00:15:54,019 --> 00:15:58,610
你希望美联储随时出手救助一切

480
00:15:58,610 --> 00:16:00,710
还是只在紧急时介入

481
00:16:00,710 --> 00:16:03,109
没错，看这个

482
00:16:03,109 --> 00:16:06,408
这是美联储资产负债表的时间线

483
00:16:06,408 --> 00:16:10,820
显然在新冠期间大幅增长

484
00:16:10,820 --> 00:16:11,100
我说

485
00:16:11,100 --> 00:16:12,200
这是惊人的增长

486
00:16:12,200 --> 00:16:16,259
五万亿美元的增长

487
00:16:16,700 --> 00:16:17,700
这太疯狂了

488
00:16:17,700 --> 00:16:18,200
你知道的

489
00:16:18,200 --> 00:16:19,500
这简直荒谬

490
00:16:19,500 --> 00:16:19,940
现在

491
00:16:19,940 --> 00:16:21,039
最疯狂的部分

492
00:16:21,039 --> 00:16:22,500
也许甚至可能不是

493
00:16:22,500 --> 00:16:25,519
这就是美联储资产负债表正在收缩的原因

494
00:16:25,519 --> 00:16:27,558
你们知道他们减少了数万亿美元

495
00:16:27,558 --> 00:16:31,330
而现在最近又开始回升了

496
00:16:31,330 --> 00:16:32,990
为什么又在上升

497
00:16:32,990 --> 00:16:34,409
我们现在是不是处于紧急状态

498
00:16:34,409 --> 00:16:37,210
现在这难道是终点了吗

499
00:16:37,210 --> 00:16:39,870
为什么美联储资产负债表在增加

500
00:16:39,870 --> 00:16:41,710
看看从十二月开始

501
00:16:41,710 --> 00:16:44,590
已增加约两百亿美元

502
00:16:44,590 --> 00:16:46,590
他们为什么这么做

503
00:16:46,590 --> 00:16:49,190
这时候你必须问自己

504
00:16:49,190 --> 00:16:56,980
美联储是不是变得过于强大了 我们是否需要让美联储变得不那么重要

505
00:16:56,980 --> 00:17:04,450
他们为何增加两百亿的资产负债表 为了什么 为了什么

506
00:17:04,450 --> 00:17:04,970
为什么

507
00:17:04,970 --> 00:17:06,670
他们现在为什么要这么做

508
00:17:06,670 --> 00:17:07,269
你知道的

509
00:17:07,269 --> 00:17:08,430
当我们谈论时间周期时

510
00:17:08,430 --> 00:17:09,849
比如金融危机时期

511
00:17:09,849 --> 00:17:11,690
当新冠疫情爆发时

512
00:17:11,690 --> 00:17:13,680
全球经济陷入停摆

513
00:17:13,680 --> 00:17:14,220
好的

514
00:17:14,220 --> 00:17:15,299
美联储出手相助

515
00:17:15,299 --> 00:17:16,920
我们面临紧急情况

516
00:17:17,000 --> 00:17:18,839
现在有什么紧急情况

517
00:17:18,839 --> 00:17:20,259
增加资产负债表

518
00:17:20,259 --> 00:17:21,519
两百亿亿美元

519
00:17:21,519 --> 00:17:22,779
这里到底发生了什么

520
00:17:22,779 --> 00:17:23,900
对吧

521
00:17:24,339 --> 00:17:28,579
这将非常有趣 看后续发展如何

522
00:17:28,579 --> 00:17:28,819
哦

523
00:17:28,819 --> 00:17:30,839
这将会非常非常有趣

524
00:17:30,839 --> 00:17:32,779
嗯

525
00:17:33,710 --> 00:17:37,638
我可以告诉你这意味着什么

526
00:17:37,999 --> 00:17:42,199
我可以告诉你这可能意味着市场长期更健康

527
00:17:42,199 --> 00:17:42,719
对

528
00:17:42,719 --> 00:17:47,960
可能意味着估值将变得更为重要

529
00:17:48,430 --> 00:17:53,289
可能意味着资金流入顶级资产

530
00:17:53,289 --> 00:17:56,990
而不仅仅是当时最冒险的投资

531
00:17:56,990 --> 00:17:58,910
因为增长幅度很大

532
00:17:58,910 --> 00:18:03,700
这将改变投资者的心理

533
00:18:03,700 --> 00:18:05,200
因为投资者会审视各种情况

534
00:18:05,200 --> 00:18:08,380
他们会讨论利润情况

535
00:18:10,529 --> 00:18:13,529
我在这一时期能获得什么投资回报

536
00:18:13,529 --> 00:18:16,369
基于公司盈利情况

537
00:18:16,369 --> 00:18:18,250
与某些

538
00:18:18,250 --> 00:18:18,730
你知道的

539
00:18:18,730 --> 00:18:22,289
许多资产在周期中受益良多

540
00:18:22,289 --> 00:18:26,769
没错 美联储权力巨大且资产负债表持续扩张

541
00:18:26,769 --> 00:18:27,369
数万亿美元

542
00:18:27,369 --> 00:18:30,130
这是一大笔受益巨大的资产

543
00:18:31,190 --> 00:18:34,190
希望有人能支付比你更高的价格

544
00:18:34,190 --> 00:18:35,470
并且没有盈利

545
00:18:35,470 --> 00:18:38,990
许多亏损的公司迅速膨胀

546
00:18:38,990 --> 00:18:40,138
你知道的

547
00:18:40,138 --> 00:18:43,239
疯狂的估值和价格

548
00:18:43,239 --> 00:18:44,199
就像好吧

549
00:18:44,199 --> 00:18:45,439
也许他们未来能盈利

550
00:18:45,439 --> 00:18:46,298
十年后

551
00:18:46,298 --> 00:18:47,240
二十年后

552
00:18:47,240 --> 00:18:47,720
你知道的

553
00:18:47,720 --> 00:18:49,940
当我们看到NFT的发展

554
00:18:49,940 --> 00:18:51,960
我们见证了

555
00:18:51,960 --> 00:18:52,400
你知道的

556
00:18:52,400 --> 00:18:55,440
加密货币如何迅速壮大

557
00:18:55,440 --> 00:18:56,230
别忘了

558
00:18:56,230 --> 00:18:57,170
整个加密货币

559
00:18:57,170 --> 00:18:58,609
比特币浪潮

560
00:18:58,609 --> 00:18:59,950
成为重大事件并以太坊

561
00:18:59,950 --> 00:19:02,220
以及其他所有加密货币

562
00:19:02,220 --> 00:19:07,680
这一切都在美联储政策期间发生

563
00:19:07,680 --> 00:19:11,059
通过数万亿美元扩大资产负债表

564
00:19:11,059 --> 00:19:13,990
并决定成为终点

565
00:19:13,990 --> 00:19:15,430
一切都会好起来

566
00:19:15,430 --> 00:19:16,710
如果这一切消失

567
00:19:17,910 --> 00:19:20,130
我们将讨论差异

568
00:19:20,130 --> 00:19:23,519
人们将重新考虑资产配置

569
00:19:23,519 --> 00:19:25,539
利润开始变得重要

570
00:19:25,539 --> 00:19:27,920
所以无论如何

571
00:19:28,410 --> 00:19:31,029
市场将更符合我的预期

572
00:19:31,029 --> 00:19:32,690
在任何人方向

573
00:19:32,690 --> 00:19:37,660
那些评估估值并寻求合理或低估价格的人

574
00:19:37,660 --> 00:19:39,759
在短期内

575
00:19:39,759 --> 00:19:41,200
未来三到六个月

576
00:19:41,200 --> 00:19:42,409
这是最合理的推测

577
00:19:42,409 --> 00:19:44,608
但在未来几年

578
00:19:44,608 --> 00:19:46,449
我们将面临这种动态

579
00:19:46,449 --> 00:19:50,769
将有利于盈利企业买家

580
00:19:50,769 --> 00:19:56,769
以及合理或低估估值的买家

581
00:19:56,890 --> 00:19:59,420
股息将再次重要

582
00:19:59,980 --> 00:20:01,000
嗯

583
00:20:01,000 --> 00:20:02,559
真是有趣的时代

584
00:20:02,559 --> 00:20:03,539
不过

585
00:20:03,539 --> 00:20:04,119
所以

586
00:20:04,119 --> 00:20:05,740
嗯

587
00:20:06,880 --> 00:20:08,259
专注于长期

588
00:20:08,259 --> 00:20:08,539
尽管

589
00:20:08,539 --> 00:20:09,799
请记住

590
00:20:09,799 --> 00:20:10,480
你知道的

591
00:20:10,480 --> 00:20:11,359
凯文

592
00:20:11,359 --> 00:20:11,960
你知道吗

593
00:20:11,960 --> 00:20:14,160
他正在接手这份工作

594
00:20:14,160 --> 00:20:17,329
听着 他今天就在那里

595
00:20:17,329 --> 00:20:19,369
你知道几年后他可能就离开了

596
00:20:19,369 --> 00:20:20,410
好的 在美联储

597
00:20:20,410 --> 00:20:22,529
也可能成为那些人

598
00:20:22,529 --> 00:20:23,720
你知道吗

599
00:20:23,720 --> 00:20:25,839
再次向市场注入数万亿美元

600
00:20:25,839 --> 00:20:27,509
所以请理解

601
00:20:28,849 --> 00:20:30,309
理事们来来去去对吧

602
00:20:30,309 --> 00:20:33,309
美联储政策立场来来去去对吧

603
00:20:33,309 --> 00:20:34,269
你知道吗

604
00:20:34,269 --> 00:20:38,329
也许起初人们会质疑

605
00:20:38,329 --> 00:20:39,369
然后进展顺利

606
00:20:39,369 --> 00:20:40,809
然后出现波动

607
00:20:40,809 --> 00:20:42,329
然后美联储说不

608
00:20:42,329 --> 00:20:43,089
我们必须

609
00:20:43,089 --> 00:20:43,809
你知道吗

610
00:20:43,809 --> 00:20:44,829
救助这些事情

611
00:20:44,829 --> 00:20:46,930
我们必须恢复点阵图预测

612
00:20:46,930 --> 00:20:49,269
然后开始每天做一千次采访等等

613
00:20:49,269 --> 00:20:50,549
等等对吧

614
00:20:50,549 --> 00:20:53,410
故事的寓意是聚焦长期

615
00:20:53,410 --> 00:20:54,029
女士们先生们

616
00:20:54,029 --> 00:20:56,539
未来几年将有巨大收益

617
00:20:56,539 --> 00:20:57,559
这简直疯狂

618
00:20:57,559 --> 00:21:00,240
短期就是短期

619
00:21:00,240 --> 00:21:01,380
专注长期

620
00:21:01,380 --> 00:21:01,839
好的

621
00:21:01,839 --> 00:21:02,880
接下来是

622
00:21:02,880 --> 00:21:05,630
熊市暴跌时买入最佳

623
00:21:05,630 --> 00:21:07,230
就像我们今天经历的

624
00:21:07,230 --> 00:21:08,170
大幅反转行情

625
00:21:08,170 --> 00:21:08,869
这类情况

626
00:21:08,869 --> 00:21:09,329
好的

627
00:21:09,329 --> 00:21:10,670
听着

628
00:21:11,650 --> 00:21:13,990
不要在暴跌日买入

629
00:21:13,990 --> 00:21:14,329
好的

630
00:21:14,329 --> 00:21:19,150
自然反应是买入安全股

631
00:21:19,150 --> 00:21:20,750
那些

632
00:21:20,750 --> 00:21:21,130
你知道的

633
00:21:21,130 --> 00:21:22,990
人们仍会在

634
00:21:22,990 --> 00:21:23,470
无论如何

635
00:21:23,470 --> 00:21:23,630
对吧

636
00:21:23,630 --> 00:21:24,970
比如好时公司

637
00:21:24,970 --> 00:21:27,769
人们仍会购买巧克力

638
00:21:27,769 --> 00:21:31,308
不管是否发布点阵图

639
00:21:31,308 --> 00:21:31,869
好的

640
00:21:31,869 --> 00:21:32,710
威瑞森

641
00:21:32,710 --> 00:21:33,910
人们仍然需要支付电话费

642
00:21:33,910 --> 00:21:34,630
克罗格公司

643
00:21:34,630 --> 00:21:37,269
人们仍然要去费斯和史密斯以及克罗格

644
00:21:37,269 --> 00:21:39,210
还有他们所有的连锁超市对吧

645
00:21:39,210 --> 00:21:41,930
人们还是会从强生买创可贴

646
00:21:41,930 --> 00:21:43,569
他们还是会买可口可乐

647
00:21:43,569 --> 00:21:44,809
对的，他们仍然需要卫生纸

648
00:21:44,809 --> 00:21:46,138
纸巾和卫生纸

649
00:21:46,138 --> 00:21:48,759
还有这些股票比如麦当劳

650
00:21:48,759 --> 00:21:50,240
你知道的

651
00:21:50,519 --> 00:21:51,119
披萨

652
00:21:51,119 --> 00:21:51,519
热乎的

653
00:21:51,519 --> 00:21:52,240
等等

654
00:21:52,240 --> 00:21:52,819
我说

655
00:21:52,819 --> 00:21:55,219
那些公司或者披萨约翰逊

656
00:21:55,219 --> 00:21:55,979
你知道的

657
00:21:55,979 --> 00:21:57,358
人们还是会外出就餐

658
00:21:57,358 --> 00:21:57,979
不管怎样

659
00:21:57,979 --> 00:21:59,419
今天这里的洗车服务

660
00:21:59,419 --> 00:21:59,719
好的

661
00:21:59,719 --> 00:22:02,319
所以这不是寻找机会的地方

662
00:22:02,319 --> 00:22:02,920
如果有的话

663
00:22:02,920 --> 00:22:04,119
你应该买入那些股票

664
00:22:04,119 --> 00:22:07,299
当市场处于疯狂的跟风投机场景时

665
00:22:07,299 --> 00:22:09,640
对的，但当出现大幅抛售

666
00:22:09,640 --> 00:22:13,759
无论抛售持续一周、一个月或一年

667
00:22:13,759 --> 00:22:14,700
对

668
00:22:14,700 --> 00:22:17,299
要寻找其他机会

669
00:22:17,299 --> 00:22:19,440
不要在那个时间点买安全资产

670
00:22:19,440 --> 00:22:22,029
对，真正要寻找机会的地方

671
00:22:22,029 --> 00:22:24,690
是寻找被低估的成长股

672
00:22:24,690 --> 00:22:26,519
好的，比如你喜欢的股票

673
00:22:26,519 --> 00:22:27,919
比如说ServiceNow这家公司

674
00:22:27,919 --> 00:22:30,159
ServiceNow就是被低估的成长股对吧

675
00:22:32,890 --> 00:22:35,250
如果你长期看好ServiceNow这只股票

676
00:22:35,250 --> 00:22:38,750
并相信它未来会涨到200、300、400、500美元

677
00:22:38,750 --> 00:22:39,650
无论怎样

678
00:22:39,650 --> 00:22:40,190
你知道的

679
00:22:40,190 --> 00:22:42,150
这只股票未来几年的前景

680
00:22:42,150 --> 00:22:44,009
你应该在股价大幅下跌时买入

681
00:22:44,009 --> 00:22:45,430
当股价暴跌时对吧

682
00:22:45,430 --> 00:22:46,369
而市场整体暴跌

683
00:22:46,369 --> 00:22:48,130
并且市场波动剧烈

684
00:22:48,130 --> 00:22:48,490
对

685
00:22:48,490 --> 00:22:50,670
人们也开始变得不安

686
00:22:50,670 --> 00:22:52,230
比如Meta这家股票

687
00:22:52,230 --> 00:22:56,009
如果你知道Meta长期目标是1000美元

688
00:22:56,009 --> 00:22:57,210
甚至2000美元的股票

689
00:22:57,210 --> 00:22:59,690
你应该在市场动荡时买入

690
00:22:59,690 --> 00:23:00,609
因为像Meta这样的股票

691
00:23:00,609 --> 00:23:01,630
它已经大幅下跌

692
00:23:01,630 --> 00:23:02,750
记住这是历史最高点

693
00:23:02,750 --> 00:23:04,259
当时股价约七十五美元

694
00:23:04,259 --> 00:23:05,480
这只股票已经大幅下跌

695
00:23:05,480 --> 00:23:07,180
还会被进一步重挫

696
00:23:07,180 --> 00:23:08,220
当你遭遇大幅下跌时

697
00:23:08,220 --> 00:23:08,920
比如今天这样的日子

698
00:23:08,920 --> 00:23:09,200
没错

699
00:23:09,200 --> 00:23:10,750
单日下跌5%以上

700
00:23:10,750 --> 00:23:12,250
看看Shopify这样的股票

701
00:23:12,250 --> 00:23:14,349
下跌4.5%进入其中

702
00:23:14,349 --> 00:23:16,440
Salesforce下跌4%以上

703
00:23:16,440 --> 00:23:18,220
下跌4%以上没错

704
00:23:18,220 --> 00:23:20,680
微软这位软蛋下跌了约4%

705
00:23:20,680 --> 00:23:24,638
这些是你需要关注的股票类型

706
00:23:24,638 --> 00:23:27,259
当市场经历剧烈波动时

707
00:23:27,259 --> 00:23:28,239
所以你知道

708
00:23:28,239 --> 00:23:29,919
如果你在观察并说

709
00:23:29,919 --> 00:23:30,679
听着兄弟

710
00:23:30,679 --> 00:23:33,880
所有AI炒作和恐慌都被夸大了

711
00:23:33,880 --> 00:23:37,500
人们未来多年仍会使用Turbotax和QuickBooks

712
00:23:37,500 --> 00:23:38,740
这会比以往更大

713
00:23:38,740 --> 00:23:39,660
而且你知道

714
00:23:39,660 --> 00:23:41,250
假设这就是你的蛋糕

715
00:23:42,170 --> 00:23:43,069
你知道

716
00:23:43,069 --> 00:23:44,130
你买入一只股票

717
00:23:44,130 --> 00:23:45,450
像今天这样的日子入手

718
00:23:45,450 --> 00:23:45,730
对吧

719
00:23:45,730 --> 00:23:47,170
因为已经重挫严重

720
00:23:47,170 --> 00:23:48,509
然后又被再次砸盘

721
00:23:48,509 --> 00:23:49,289
再跌4%

722
00:23:49,289 --> 00:23:52,650
所以在这些大幅下跌时买入

723
00:23:52,650 --> 00:23:53,730
这才是你应该关注的

724
00:23:53,730 --> 00:23:54,890
不要关注安全类资产

725
00:23:54,890 --> 00:23:57,670
安全类资产需在大跌前买入

726
00:23:57,670 --> 00:23:58,388
好的

727
00:23:58,388 --> 00:23:59,669
我给你举个好例子

728
00:23:59,669 --> 00:24:02,689
看看这些大型股票如何运作

729
00:24:02,689 --> 00:24:03,559
科技股

730
00:24:03,559 --> 00:24:05,380
以及这类股票

731
00:24:05,380 --> 00:24:07,388
我们随便聊聊AMD

732
00:24:07,388 --> 00:24:09,548
持有超过一百万美元利润

733
00:24:09,548 --> 00:24:11,528
超过一百万美元利润

734
00:24:11,528 --> 00:24:12,348
在AMD上

735
00:24:12,348 --> 00:24:13,128
仅公开部分

736
00:24:13,128 --> 00:24:14,869
仅计算在内

737
00:24:14,869 --> 00:24:17,549
看看我何时买入AMD股票

738
00:24:17,549 --> 00:24:20,130
像那些可能赚大钱的

739
00:24:20,130 --> 00:24:20,809
这批股票

740
00:24:20,809 --> 00:24:22,509
我选定了二〇二五年二月

741
00:24:22,509 --> 00:24:25,069
这批赚了十七万美元

742
00:24:25,069 --> 00:24:26,609
这是四月二十三日批次

743
00:24:26,609 --> 00:24:28,240
二〇二五年二百四十

744
00:24:28,240 --> 00:24:30,240
那里利润四万美元

745
00:24:30,240 --> 00:24:31,039
四月三日批次

746
00:24:31,039 --> 00:24:31,779
二〇二五年

747
00:24:31,779 --> 00:24:33,640
利润七万八千美元

748
00:24:33,640 --> 00:24:37,349
二〇二五年二月利润五万五千美元

749
00:24:37,349 --> 00:24:40,509
二〇二五年二月利润四万九千美元

750
00:24:40,509 --> 00:24:41,890
这其中大部分

751
00:24:41,890 --> 00:24:45,410
有一百万美元利润在特定时间段

752
00:24:45,410 --> 00:24:50,150
当时市场正经历大幅波动

753
00:24:50,150 --> 00:24:52,390
此时发生了什么

754
00:24:52,390 --> 00:24:54,750
这正是去年关税风波期间

755
00:24:54,750 --> 00:24:56,130
所有解放日相关事件

756
00:24:56,130 --> 00:25:00,470
类似这些情况看amd被打压到哪里

757
00:25:00,470 --> 00:25:02,059
我持有九十一点股价

758
00:25:02,059 --> 00:25:03,299
甚至没在低位买入

759
00:25:03,299 --> 00:25:04,619
我认为低位在八十区间

760
00:25:04,619 --> 00:25:06,750
要准确把握那个时机

761
00:25:06,750 --> 00:25:09,069
这就是绝佳例子

762
00:25:09,069 --> 00:25:10,730
外面有重大事件发生

763
00:25:10,730 --> 00:25:11,109
你知道的

764
00:25:11,109 --> 00:25:12,179
他们正在抛售这些股票

765
00:25:12,179 --> 00:25:13,578
我该关注哪里

766
00:25:13,578 --> 00:25:15,459
本可以买入好时公司

767
00:25:15,459 --> 00:25:17,849
当时本可以买入

768
00:25:17,849 --> 00:25:18,630
你知道的

769
00:25:18,630 --> 00:25:19,410
不知道

770
00:25:19,410 --> 00:25:20,109
沃尔玛

771
00:25:20,109 --> 00:25:21,829
本可以买入

772
00:25:25,099 --> 00:25:25,819
不

773
00:25:25,819 --> 00:25:27,099
这不是策略

774
00:25:27,099 --> 00:25:29,720
市场波动时不是这样操作

775
00:25:29,720 --> 00:25:33,319
此时应寻找高增长股票

776
00:25:33,319 --> 00:25:35,000
现在不看沃尔玛

777
00:25:35,000 --> 00:25:36,420
局势不明朗时

778
00:25:36,420 --> 00:25:37,940
不考虑麦当劳

779
00:25:37,940 --> 00:25:39,170
局势不明朗时

780
00:25:39,170 --> 00:25:40,930
这可能是短期操作

781
00:25:40,930 --> 00:25:42,650
像交易者套利那样

782
00:25:42,650 --> 00:25:44,130
但我专注大资金

783
00:25:44,130 --> 00:25:45,329
我不屑一顾

784
00:25:45,329 --> 00:25:48,009
如果麦当劳明年涨五%

785
00:25:48,009 --> 00:25:50,130
我要赚一百万美元

786
00:25:50,130 --> 00:25:50,769
非常感谢

787
00:25:50,769 --> 00:25:50,970
好的

788
00:25:50,970 --> 00:25:52,410
我们已获得几百万美元

789
00:25:52,410 --> 00:25:54,769
amd在公私组合间获利数百万

790
00:25:54,769 --> 00:25:55,210
对的

791
00:25:55,210 --> 00:25:57,609
另一个很好的例子是谷歌麦克多格尔

792
00:25:57,609 --> 00:25:59,369
看看我持有的谷歌麦克多格尔股份

793
00:25:59,369 --> 00:26:01,890
我现在这些股份已经上涨了百分之百三十

794
00:26:01,890 --> 00:26:04,200
也在谷歌股票上已经大幅获利了

795
00:26:04,200 --> 00:26:06,269
猜我是什么时候买入这些股份的

796
00:26:06,750 --> 00:26:08,369
2025年4月

797
00:26:08,369 --> 00:26:10,009
当时我们正经历所有关税危机

798
00:26:10,009 --> 00:26:10,369
没错

799
00:26:10,369 --> 00:26:11,289
解放日

800
00:26:11,289 --> 00:26:14,809
谷歌麦克多格尔和开放相关方面达到了负面情绪峰值

801
00:26:14,809 --> 00:26:16,569
正在吃他们的午餐等等

802
00:26:16,569 --> 00:26:17,049
等等

803
00:26:17,049 --> 00:26:20,309
看看帕兰蒂尔

804
00:26:21,349 --> 00:26:21,569
还记得吗

805
00:26:21,569 --> 00:26:24,069
我已经在帕兰蒂尔上大部分获利了

806
00:26:24,069 --> 00:26:28,950
但剩下的股份看看买入时间是2022年11月22日

807
00:26:28,950 --> 00:26:30,638
2022年11月10日

808
00:26:30,638 --> 00:26:32,358
2022年9月1日

809
00:26:32,358 --> 00:26:34,519
当时市场遭受重创

810
00:26:34,519 --> 00:26:37,259
纳斯达克下跌了3.5%以上

811
00:26:37,259 --> 00:26:42,059
我以777美元左右买入了帕兰蒂尔股份

812
00:26:42,059 --> 00:26:45,460
这些股份涨幅接近1700%

813
00:26:45,460 --> 00:26:49,220
还不包括这些年在帕兰蒂尔上已实现的利润

814
00:26:49,220 --> 00:26:50,839
在崩盘时买入

815
00:26:50,839 --> 00:26:52,059
修正行情

816
00:26:52,059 --> 00:26:53,269
这类情况

817
00:26:53,269 --> 00:26:55,440
看看Meta

818
00:26:55,440 --> 00:26:57,180
我在Meta上已大幅获利

819
00:26:57,180 --> 00:27:00,700
仍在公开市场持有四十六万九千美元利润

820
00:27:00,700 --> 00:27:01,500
统计Meta

821
00:27:01,500 --> 00:27:03,210
478%的涨幅

822
00:27:03,210 --> 00:27:07,609
看看这些梅股份

823
00:27:07,609 --> 00:27:09,769
我在2022年万圣节买入

824
00:27:09,769 --> 00:27:11,410
买入六百五十股

825
00:27:11,410 --> 00:27:14,609
每股支付93.12美元

826
00:27:14,609 --> 00:27:19,670
这些股份已增值三万零八百美元

827
00:27:19,670 --> 00:27:20,970
看看这批

828
00:27:20,970 --> 00:27:23,670
2022年10月27日左右

829
00:27:23,670 --> 00:27:24,920
约一百股

830
00:27:24,920 --> 00:27:29,099
每股支付98美元，总计四万六千

831
00:27:29,099 --> 00:27:31,039
2022年10月11日八十股

832
00:27:31,039 --> 00:27:32,799
每股128美元

833
00:27:32,799 --> 00:27:34,220
支付了这些股份

834
00:27:34,220 --> 00:27:35,960
这里仍有大幅下跌

835
00:27:35,960 --> 00:27:39,609
没错当时有钢铁交易128

836
00:27:39,609 --> 00:27:40,849
在98美元有钢铁交易

837
00:27:40,849 --> 00:27:41,890
在93美元有钢铁交易

838
00:27:41,890 --> 00:27:44,599
甚至88.94美元有更好的交易

839
00:27:44,599 --> 00:27:46,160
我那里有62股

840
00:27:46,160 --> 00:27:47,990
2022年11月3日

841
00:27:47,990 --> 00:27:49,289
62股

842
00:27:49,289 --> 00:27:51,650
88.94几乎触底

843
00:27:51,650 --> 00:27:53,869
Meta的底部只低了一点

844
00:27:53,869 --> 00:27:56,190
但非常接近了对吧

845
00:27:56,190 --> 00:27:58,549
女士们先生们

846
00:27:58,710 --> 00:28:01,190
这就是抓住机会的时候

847
00:28:01,190 --> 00:28:03,670
在这里找到惊人的交易

848
00:28:03,670 --> 00:28:06,210
亚马逊猜猜我持有15万美元

849
00:28:06,210 --> 00:28:07,869
亚马逊的收益对吧

850
00:28:07,869 --> 00:28:11,150
看看我买入亚马逊股份的时间

851
00:28:11,150 --> 00:28:14,250
在2022年崩盘后

852
00:28:14,250 --> 00:28:15,309
这批大仓位

853
00:28:15,309 --> 00:28:17,569
我在2月赚了3.4万美元

854
00:28:17,569 --> 00:28:18,470
2023年2月

855
00:28:18,470 --> 00:28:19,930
2023年1月

856
00:28:19,930 --> 00:28:22,450
这批赚了1.2万美元

857
00:28:22,450 --> 00:28:25,220
2022年12月2日

858
00:28:25,220 --> 00:28:26,339
82美元

859
00:28:26,339 --> 00:28:27,079
我买入这些的价格

860
00:28:27,079 --> 00:28:29,529
82美元买入亚马逊

861
00:28:29,930 --> 00:28:32,799
故事的核心在于

862
00:28:33,559 --> 00:28:35,880
抓住优质成长股

863
00:28:35,880 --> 00:28:38,619
当市场遭受重创时

864
00:28:38,619 --> 00:28:40,420
成长股往往首当其冲

865
00:28:40,420 --> 00:28:45,299
市场下跌越严重

866
00:28:45,299 --> 00:28:47,319
无论是几天几周

867
00:28:47,319 --> 00:28:49,460
几个月或季度

868
00:28:49,460 --> 00:28:51,859
越要重仓买入

869
00:28:51,859 --> 00:28:54,579
并将买入重点聚焦成长股

870
00:28:54,579 --> 00:28:56,579
当成长股爆发时

871
00:28:56,579 --> 00:28:58,259
就像狂欢时刻

872
00:28:58,259 --> 00:29:01,359
这时该关注分红股

873
00:29:01,359 --> 00:29:02,900
价值股

874
00:29:02,900 --> 00:29:05,400
这时应开始关注此类资产

875
00:29:05,400 --> 00:29:06,220
或许对冲工具

876
00:29:06,220 --> 00:29:09,259
如果你经验丰富且在市场中

877
00:29:09,259 --> 00:29:09,500
对吧

878
00:29:09,500 --> 00:29:12,730
我在私密群中有精彩视频

879
00:29:12,730 --> 00:29:16,089
讲解对冲机会和保护投资组合的方法

880
00:29:16,089 --> 00:29:19,269
在大幅下跌前及期间

881
00:29:19,269 --> 00:29:20,444
所以

882
00:29:21,660 --> 00:29:22,460
理解市场

883
00:29:22,460 --> 00:29:23,740
处于特定时期

884
00:29:23,740 --> 00:29:25,000
经历大幅下跌

885
00:29:25,000 --> 00:29:26,119
寻找成长机会

886
00:29:26,119 --> 00:29:27,319
寻找成长机会

887
00:29:27,319 --> 00:29:29,640
处于跟风市场

888
00:29:29,640 --> 00:29:31,119
一切创历史新高

889
00:29:32,160 --> 00:29:33,609
这样的市场

890
00:29:33,769 --> 00:29:34,609
寻找价值

891
00:29:34,609 --> 00:29:35,369
寻找优先权

892
00:29:35,369 --> 00:29:36,130
寻找避险资产

893
00:29:36,130 --> 00:29:37,369
寻找这类机会

894
00:29:37,369 --> 00:29:38,619
好的，或者下一个这里

895
00:29:38,619 --> 00:29:40,259
让我们谈谈一只新股票

896
00:29:40,259 --> 00:29:41,099
我今天在这里买入了

897
00:29:41,099 --> 00:29:43,359
以及我为何现在出手

898
00:29:43,359 --> 00:29:46,119
顺便说一句，这可能对很多人来说是意外之喜

899
00:29:46,119 --> 00:29:47,940
你可能会问这是什么股票

900
00:29:47,940 --> 00:29:49,559
你从未提及过这只股票

901
00:29:49,559 --> 00:29:51,109
而且必须坦白

902
00:29:51,109 --> 00:29:52,769
我其实很少谈论这只股票

903
00:29:52,769 --> 00:29:54,490
我之前曾买入过一次

904
00:29:54,490 --> 00:29:55,630
赚了不少钱

905
00:29:55,630 --> 00:29:55,809
它

906
00:29:55,809 --> 00:29:56,970
过早卖出

907
00:29:56,970 --> 00:29:58,779
那已是多年前的事

908
00:29:58,779 --> 00:29:59,799
现在我回来了

909
00:29:59,799 --> 00:30:02,180
我再次买入这只股票

910
00:30:02,180 --> 00:30:04,669
这次我们将赚更多钱

911
00:30:04,669 --> 00:30:06,368
比上次多得多

912
00:30:06,368 --> 00:30:08,359
上次快速获利

913
00:30:08,359 --> 00:30:11,119
这次我会长期持有

914
00:30:11,119 --> 00:30:12,640
我将赚取更多利润

915
00:30:12,640 --> 00:30:16,579
好的，这只股票是Netflix

916
00:30:16,579 --> 00:30:19,680
我今天在私人股票群内发布了

917
00:30:19,680 --> 00:30:21,960
我刚在公开账户进行了快速买入

918
00:30:21,960 --> 00:30:23,670
网飞

919
00:30:23,670 --> 00:30:26,269
估值变得非常吸引人

920
00:30:26,269 --> 00:30:31,460
我在网飞股票上投入了六万美元

921
00:30:31,460 --> 00:30:31,940
好的

922
00:30:31,940 --> 00:30:33,779
我们现在关注的是

923
00:30:33,779 --> 00:30:35,279
公司最新季度财报

924
00:30:35,279 --> 00:30:35,920
营收增长

925
00:30:35,920 --> 00:30:37,109
16%

926
00:30:37,109 --> 00:30:38,750
营业利润达39亿美元

927
00:30:38,750 --> 00:30:39,589
营业利润率3.2%

928
00:30:39,589 --> 00:30:41,049
净利润3.3%

929
00:30:41,049 --> 00:30:41,909
52亿美元

930
00:30:41,909 --> 00:30:43,689
净利润为52亿美元

931
00:30:43,689 --> 00:30:44,189
很多

932
00:30:44,189 --> 00:30:46,249
这将是稍后讨论的重点

933
00:30:46,249 --> 00:30:47,710
好的现在

934
00:30:47,710 --> 00:30:49,890
关于本季度预测

935
00:30:49,890 --> 00:30:52,210
他们将公布预测

936
00:30:52,210 --> 00:30:54,569
营收125亿美元

937
00:30:54,569 --> 00:30:56,210
同比增长13.5%

938
00:30:56,210 --> 00:30:57,049
同比增长13.5%

939
00:30:57,049 --> 00:30:59,069
营业利润41亿美元

940
00:30:59,069 --> 00:31:00,089
营业利润率三十

941
00:31:00,089 --> 00:31:00,509
两点

942
00:31:00,509 --> 00:31:01,049
六个百分点

943
00:31:01,049 --> 00:31:03,349
这将是公司近期的最高纪录

944
00:31:03,349 --> 00:31:04,470
针织收入三点

945
00:31:04,470 --> 00:31:06,710
三十七亿美元至每股78美分

946
00:31:06,710 --> 00:31:08,019
你知道我怎么称呼这个

947
00:31:08,019 --> 00:31:09,259
我称之为桑迪

948
00:31:09,259 --> 00:31:11,059
因为那里就是沙袋中心

949
00:31:11,059 --> 00:31:11,460
好的

950
00:31:11,460 --> 00:31:13,099
那里就是沙袋中心

951
00:31:13,099 --> 00:31:15,048
你知道他们公布了这些数据

952
00:31:15,048 --> 00:31:17,969
他们将轻松达成并超越所有预期

953
00:31:17,969 --> 00:31:19,670
可能这就是我的个人观点

954
00:31:19,670 --> 00:31:21,809
最新季度的自由现金流超过五

955
00:31:21,809 --> 00:31:24,759
但现在已经达到十亿美元

956
00:31:24,759 --> 00:31:26,259
他们做了个天才决策

957
00:31:26,259 --> 00:31:26,759
我是说

958
00:31:26,759 --> 00:31:29,170
这真是万幸

959
00:31:29,170 --> 00:31:30,470
最终结果会是

960
00:31:30,470 --> 00:31:31,230
这简直是天才之举

961
00:31:31,230 --> 00:31:32,309
我不知道还能说什么

962
00:31:32,309 --> 00:31:33,079
好的

963
00:31:33,079 --> 00:31:38,750
他们获得了28亿美元的分手费

964
00:31:39,470 --> 00:31:42,430
因为华纳兄弟终止了该交易

965
00:31:42,430 --> 00:31:43,638
与奈飞的协议

966
00:31:43,638 --> 00:31:46,078
最终选择与派拉蒙签约

967
00:31:46,078 --> 00:31:47,058
这真是天才策略

968
00:31:47,058 --> 00:31:50,278
奈飞实际上获得了28亿美元免费资金

969
00:31:50,278 --> 00:31:50,898
没错

970
00:31:50,898 --> 00:31:54,029
并迫使派拉蒙支付更高代价

971
00:31:54,029 --> 00:31:55,609
就此事整体情况而言

972
00:31:55,609 --> 00:31:58,769
使他们在与奈飞竞争中更不利

973
00:31:58,769 --> 00:31:59,469
长期来看

974
00:31:59,469 --> 00:31:59,949
我是说

975
00:31:59,949 --> 00:32:01,548
这确实是天才之举

976
00:32:01,548 --> 00:32:02,970
我要非常明确说明

977
00:32:02,970 --> 00:32:05,690
如果奈飞收购华纳兄弟探索

978
00:32:05,690 --> 00:32:07,650
将摧毁公司资产负债表

979
00:32:07,650 --> 00:32:10,799
我认为这会摧毁该公司

980
00:32:10,799 --> 00:32:11,380
我喜欢

981
00:32:11,380 --> 00:32:13,779
我可能只有零分

982
00:32:13,779 --> 00:32:15,140
当这个交易宣布时

983
00:32:15,140 --> 00:32:16,480
我说奈飞

984
00:32:16,480 --> 00:32:18,000
如果他们做这笔交易

985
00:32:18,000 --> 00:32:20,160
这是他们最糟糕的决定

986
00:32:20,160 --> 00:32:23,759
如果他们收购的话这是最糟决策

987
00:32:23,759 --> 00:32:26,339
他们将深陷债务之中

988
00:32:26,339 --> 00:32:29,130
他们将背负巨额债务

989
00:32:29,130 --> 00:32:29,789
你知道的

990
00:32:29,789 --> 00:32:31,029
未来还有十年时间

991
00:32:31,029 --> 00:32:32,490
没错，而且更糟糕的是

992
00:32:32,490 --> 00:32:33,309
它本来就会

993
00:32:33,309 --> 00:32:36,609
在公司运营的各个方面造成巨大影响

994
00:32:36,609 --> 00:32:38,490
并使企业规模膨胀

995
00:32:38,490 --> 00:32:39,789
然后还要进行裁员

996
00:32:39,789 --> 00:32:41,829
整个情况一团糟

997
00:32:41,829 --> 00:32:42,450
幸好

998
00:32:42,450 --> 00:32:43,839
这笔交易没有通过

999
00:32:43,839 --> 00:32:45,759
但后来对他们来说堪称天才之举

1000
00:32:45,759 --> 00:32:48,329
因为他们几乎免费获得28亿美元

1001
00:32:48,329 --> 00:32:50,970
同时另一家公司股价大幅上涨

1002
00:32:50,970 --> 00:32:52,210
简直难以置信

1003
00:32:52,210 --> 00:32:53,410
现在看

1004
00:32:53,410 --> 00:32:54,519
这里显示资产负债表

1005
00:32:54,519 --> 00:32:55,079
十二点

1006
00:32:55,079 --> 00:32:58,220
现金及现金等价物20亿美元

1007
00:32:58,220 --> 00:33:00,210
长期债务130亿美元

1008
00:33:00,210 --> 00:33:01,849
他们现在现金储备丰厚

1009
00:33:01,849 --> 00:33:04,069
如果愿意可以立即还债，而且

1010
00:33:04,069 --> 00:33:05,529
他们始终有大量资金流入

1011
00:33:05,529 --> 00:33:06,809
因为盈利能力极强

1012
00:33:06,809 --> 00:33:08,940
最新季度财报显示

1013
00:33:08,940 --> 00:33:12,900
我经常分析这些公司的损益表

1014
00:33:12,900 --> 00:33:15,089
你知道的

1015
00:33:15,089 --> 00:33:16,710
我甚至不投资

1016
00:33:16,710 --> 00:33:18,390
你可能会问为什么这样做

1017
00:33:18,390 --> 00:33:20,970
为何要分析这些不投资的公司财报

1018
00:33:20,970 --> 00:33:22,049
我甚至不投资

1019
00:33:22,049 --> 00:33:23,130
没错

1020
00:33:23,529 --> 00:33:26,769
这就是原因，因为我可以回去说

1021
00:33:26,769 --> 00:33:28,279
我之前给Netflix打了多少分

1022
00:33:28,279 --> 00:33:30,380
在我的私人股票群Discord频道里

1023
00:33:30,380 --> 00:33:31,799
进入损益表板块

1024
00:33:31,799 --> 00:33:32,559
损益表板块

1025
00:33:32,559 --> 00:33:33,299
我正在评分

1026
00:33:33,299 --> 00:33:35,130
大量损益表数据

1027
00:33:35,130 --> 00:33:37,009
每个季度都分析

1028
00:33:37,009 --> 00:33:38,369
几乎每个财报周期

1029
00:33:38,369 --> 00:33:40,400
现在继续评分评分评分

1030
00:33:40,400 --> 00:33:42,019
我输入Netflix

1031
00:33:42,019 --> 00:33:44,220
我之前给它们打了多少分

1032
00:33:44,220 --> 00:33:47,409
猜猜我给了它们A+季度评分

1033
00:33:47,409 --> 00:33:50,868
然后查看上一季度的评分

1034
00:33:50,868 --> 00:33:52,469
这个是四个月前的

1035
00:33:52,469 --> 00:33:54,128
同样是A+评分

1036
00:33:54,128 --> 00:33:57,279
Netflix连续两个A+季度

1037
00:33:57,279 --> 00:33:58,700
加上强劲的资产负债表

1038
00:33:58,700 --> 00:33:59,880
加上这笔天才交易

1039
00:33:59,880 --> 00:34:00,940
他们通过交易获得2.

1040
00:34:01,960 --> 00:34:03,400
拥有出色的财务报表

1041
00:34:03,400 --> 00:34:06,170
整体业务综合体表现优异

1042
00:34:06,170 --> 00:34:07,200
我就像啊

1043
00:34:07,200 --> 00:34:07,599
是的

1044
00:34:07,599 --> 00:34:08,199
Netflix

1045
00:34:08,199 --> 00:34:09,159
我得选这个

1046
00:34:09,159 --> 00:34:12,000
我们来看看Netflix的预测数据

1047
00:34:12,000 --> 00:34:13,840
这简直是锦上添花

1048
00:34:13,840 --> 00:34:14,199
R说

1049
00:34:14,199 --> 00:34:15,369
让我们看看我的看涨情景

1050
00:34:15,369 --> 00:34:17,090
基准情景和悲观情景

1051
00:34:17,090 --> 00:34:18,398
开始吧

1052
00:34:18,398 --> 00:34:20,318
这是我对Netflix的看涨情景

1053
00:34:20,318 --> 00:34:24,518
我预计未来四年平均年收入增长13%

1054
00:34:24,518 --> 00:34:25,108
没错

1055
00:34:25,108 --> 00:34:25,688
请注意

1056
00:34:25,688 --> 00:34:27,389
这不是夸张的数字

1057
00:34:27,389 --> 00:34:30,340
没错上季度他们增长了16%

1058
00:34:30,340 --> 00:34:33,639
所以我的看涨情景甚至更低

1059
00:34:33,639 --> 00:34:37,719
你知道比当前增长低300个基点

1060
00:34:37,719 --> 00:34:39,369
我们可以按当前增速计算

1061
00:34:39,369 --> 00:34:40,849
未来应该会有不错的

1062
00:34:40,849 --> 00:34:41,349
呃

1063
00:34:41,349 --> 00:34:44,639
商业模式在未来的盈利提升

1064
00:34:44,639 --> 00:34:48,880
我的净利润增长比收入高约500个基点

1065
00:34:48,880 --> 00:34:51,440
净利润增长18%

1066
00:34:51,440 --> 00:34:53,880
在Netflix的看涨情景中

1067
00:34:53,880 --> 00:34:55,380
收入达到850亿美元

1068
00:34:55,380 --> 00:34:59,480
净利润接近230亿至300亿美元

1069
00:34:59,480 --> 00:35:01,980
净利润率约35%

1070
00:35:01,980 --> 00:35:03,239
如果实现这样的增长

1071
00:35:03,239 --> 00:35:07,400
可称为低个位数收入增长和高个位数净利润增长

1072
00:35:07,400 --> 00:35:09,360
28到30倍市盈率

1073
00:35:09,360 --> 00:35:11,280
28到33倍市盈率轻松可达

1074
00:35:11,280 --> 00:35:11,579
柠檬

1075
00:35:11,579 --> 00:35:12,000
挤出

1076
00:35:12,000 --> 00:35:14,009
好的这将带来复合

1077
00:35:14,009 --> 00:35:16,688
年均增长率约30%

1078
00:35:17,728 --> 00:35:19,679
这非常有吸引力

1079
00:35:19,679 --> 00:35:22,250
但我的看涨情景总是更激进

1080
00:35:22,250 --> 00:35:23,329
我的基准情景是什么

1081
00:35:23,329 --> 00:35:26,010
基准情景就是我实际预期的情况

1082
00:35:26,010 --> 00:35:27,340
请记住

1083
00:35:27,340 --> 00:35:31,500
我的基准情景在增长预期上较为保守

1084
00:35:31,500 --> 00:35:32,130
没错

1085
00:35:32,130 --> 00:35:33,829
基准情景的收入增长

1086
00:35:33,829 --> 00:35:36,110
平均只有11%

1087
00:35:36,110 --> 00:35:37,550
227亿到300亿

1088
00:35:37,550 --> 00:35:39,690
这对Netflix来说不算大数字

1089
00:35:39,690 --> 00:35:40,849
他们总在增加更多订阅

1090
00:35:40,849 --> 00:35:41,969
他们可以随时提价

1091
00:35:41,969 --> 00:35:44,369
现在他们推出了广告支持版套餐

1092
00:35:44,369 --> 00:35:46,429
对啊，嗯

1093
00:35:46,429 --> 00:35:47,150
是的

1094
00:35:47,150 --> 00:35:49,349
十一的增长对Netflix来说不算夸张

1095
00:35:49,349 --> 00:35:49,880
好的

1096
00:35:49,880 --> 00:35:52,579
我平均实现了16%的净利润增长

1097
00:35:52,579 --> 00:35:54,199
净利润率约在3%

1098
00:35:54,199 --> 00:35:55,010
百分之五

1099
00:35:55,010 --> 00:35:59,250
25到30倍市盈率对年收入增长11%的公司非常合理

1100
00:35:59,250 --> 00:36:00,610
16%的净利润率

1101
00:36:00,610 --> 00:36:02,708
没错，我还能获得复合增长率

1102
00:36:02,708 --> 00:36:02,909
这

1103
00:36:02,909 --> 00:36:05,088
我们称之为低至中段二十几

1104
00:36:05,088 --> 00:36:08,128
对于Netflix来说

1105
00:36:08,128 --> 00:36:09,409
我必须接受这个

1106
00:36:09,409 --> 00:36:11,469
每次都要承担这个风险收益

1107
00:36:11,469 --> 00:36:13,628
就像你要给我一个

1108
00:36:13,628 --> 00:36:13,929
呃

1109
00:36:13,929 --> 00:36:14,289
你知道的

1110
00:36:14,289 --> 00:36:17,619
所谓的中段二十几的复合增长率

1111
00:36:17,619 --> 00:36:19,179
对于Netflix这样的公司

1112
00:36:19,179 --> 00:36:19,378
比如

1113
00:36:19,378 --> 00:36:20,858
现在只需小幅折现

1114
00:36:20,858 --> 00:36:22,099
大幅折价

1115
00:36:22,099 --> 00:36:23,398
如果折价更多

1116
00:36:23,398 --> 00:36:25,239
我会继续增持这只股票

1117
00:36:25,239 --> 00:36:27,219
我对Netflix的悲观情景

1118
00:36:27,219 --> 00:36:27,559
仍然

1119
00:36:27,559 --> 00:36:29,059
我能获得丰厚回报

1120
00:36:29,059 --> 00:36:32,079
我的悲观情景只有9%的营收增长

1121
00:36:32,079 --> 00:36:33,380
第二十七到第三十

1122
00:36:33,380 --> 00:36:34,000
没错

1123
00:36:34,000 --> 00:36:34,940
14%

1124
00:36:34,940 --> 00:36:37,920
这些年间平均收入增长

1125
00:36:38,269 --> 00:36:39,469
22到27%

1126
00:36:39,469 --> 00:36:40,909
市盈率对Netflix来说是合理的

1127
00:36:40,909 --> 00:36:42,230
如果以这样的增速发展

1128
00:36:42,230 --> 00:36:44,849
我仍能获得15到20%的复合增长率

1129
00:36:44,849 --> 00:36:45,389
1%

1130
00:36:46,510 --> 00:36:47,434
我的意思是

1131
00:36:48,269 --> 00:36:49,309
我必须接受这个

1132
00:36:49,309 --> 00:36:49,750
你知道的

1133
00:36:49,750 --> 00:36:52,369
而Netflix现在以这个价格

1134
00:36:52,369 --> 00:36:55,150
配合这样的复合

1135
00:36:55,150 --> 00:36:55,989
年增长率

1136
00:36:55,989 --> 00:36:56,269
我不会

1137
00:36:56,269 --> 00:36:57,349
我直接接受

1138
00:36:57,349 --> 00:36:58,510
所以Netflix的估值很合理

1139
00:36:58,510 --> 00:37:01,179
现在市值已突破三千亿美元大关

1140
00:37:01,179 --> 00:37:03,320
看起来这家公司正处于上升轨道

1141
00:37:03,320 --> 00:37:07,480
有望在2030年代初加入万亿俱乐部

1142
00:37:07,480 --> 00:37:10,360
这是一只极具吸引力的股票

1143
00:37:10,360 --> 00:37:14,318
所以我非常想大量买入这只股票并逐步建仓

1144
00:37:14,318 --> 00:37:14,938
你知道的

1145
00:37:14,938 --> 00:37:17,338
我认为这将是一个相当重要的持仓

1146
00:37:17,338 --> 00:37:17,949
好的

1147
00:37:17,949 --> 00:37:18,630
女士们先生们

1148
00:37:18,630 --> 00:37:20,210
感谢大家一如既往的支持

1149
00:37:20,210 --> 00:37:21,670
想要获取会员卡

1150
00:37:21,670 --> 00:37:22,690
寄送到您家中

1151
00:37:22,690 --> 00:37:24,938
加入千倍俱乐部的私密群组

1152
00:37:24,938 --> 00:37:27,599
如果您终身加入私密群组

1153
00:37:27,599 --> 00:37:30,159
下方置顶评论可见

1154
00:37:30,159 --> 00:37:33,929
将在九日后关闭新成员注册

1155
00:37:33,929 --> 00:37:36,110
可访问所有课程体系

1156
00:37:36,110 --> 00:37:37,090
独家内容

1157
00:37:37,090 --> 00:37:39,030
随时看到我在市场的操作

1158
00:37:39,030 --> 00:37:42,019
及时获取所有动态 千倍码头

1159
00:37:42,019 --> 00:37:43,000
通讯权限

1160
00:37:43,000 --> 00:37:43,960
嗯

1161
00:37:43,960 --> 00:37:45,440
私密Discord聊天室

1162
00:37:45,440 --> 00:37:48,039
里面总有许多精彩对话

1163
00:37:48,039 --> 00:37:49,489
汇聚众多高阶人士

1164
00:37:49,489 --> 00:37:50,010
真是美妙

1165
00:37:50,010 --> 00:37:50,409
好的

1166
00:37:50,409 --> 00:37:52,090
下方会有置顶提示

1167
00:37:52,090 --> 00:37:53,480
祝大家一切顺利 祝您有美好的一天

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