1
00:00:03,060 --> 00:00:03,859
大家好
2
00:00:06,660 --> 00:00:08,779
我们继续分析美股
3
00:00:08,779 --> 00:00:12,039
本期内容包括对基本面的跟进
4
00:00:12,039 --> 00:00:15,859
随后分析大盘指数和热门股票
5
00:00:16,818 --> 00:00:18,998
从芯片到资本
6
00:00:18,998 --> 00:00:24,219
英伟达250亿发债背后的算力军备赛
7
00:00:25,839 --> 00:00:28,570
巨额发债与超额认购
8
00:00:28,570 --> 00:00:32,729
英伟达时隔5年重返投资级债券市场
9
00:00:32,729 --> 00:00:35,299
计划筹集250亿美元
10
00:00:35,299 --> 00:00:36,320
此次发行
11
00:00:36,320 --> 00:00:39,939
吸引了高达850亿美元的认购需求
12
00:00:39,939 --> 00:00:43,250
达到拟发售规模的三倍以上
13
00:00:43,250 --> 00:00:47,469
凸显出投资者对人工智能领域的极度看好
14
00:00:47,469 --> 00:00:50,268
与急切参与热情
15
00:00:50,268 --> 00:00:53,249
债券结构与低息定价
16
00:00:53,249 --> 00:00:56,359
此次债券发行分为七档
17
00:00:56,359 --> 00:00:59,579
期限覆盖两年至30年
18
00:00:59,579 --> 00:01:00,960
结构灵活
19
00:01:00,960 --> 00:01:03,679
得益于强劲的市场需求
20
00:01:03,679 --> 00:01:07,239
最长期限债券的最终收益率
21
00:01:07,239 --> 00:01:08,840
定价为
22
00:01:08,840 --> 00:01:13,549
较美国国债收益率高约0.65个百分点
23
00:01:13,549 --> 00:01:17,909
成功锁定了较低的长期融资成本
24
00:01:18,528 --> 00:01:21,349
资金用途与财务优化
25
00:01:21,349 --> 00:01:23,930
尽管英伟达现金流充沛
26
00:01:23,930 --> 00:01:27,010
但发债旨在优化资本结构
27
00:01:27,010 --> 00:01:31,629
募集资金将用于一般企业用途及再融资
28
00:01:31,629 --> 00:01:37,469
现有债务通过发行低成本长期债券
29
00:01:37,469 --> 00:01:40,049
降低平均资金成本
30
00:01:40,049 --> 00:01:42,290
同时避免股权融资
31
00:01:42,290 --> 00:01:45,120
稀释现有股东权益
32
00:01:45,400 --> 00:01:48,129
生态投资与股东回报
33
00:01:48,129 --> 00:01:50,810
为扩大AI生态系统
34
00:01:50,810 --> 00:01:55,420
英伟达正大举投资英特尔ANTHROPIC
35
00:01:55,420 --> 00:01:57,859
即OpenAI等合作伙伴
36
00:01:57,859 --> 00:02:01,728
同时公司也在提高对股东的回报
37
00:02:01,728 --> 00:02:07,168
这种对外书写与对内回馈并行的策略
38
00:02:07,168 --> 00:02:09,968
需要庞大的资金支持
39
00:02:11,049 --> 00:02:14,189
巨投融资与资本比拼
40
00:02:14,189 --> 00:02:19,150
alphabet和亚马逊等科技巨头正通过大规模发债
41
00:02:19,150 --> 00:02:20,719
涌入债务市场
42
00:02:20,719 --> 00:02:23,159
累计融资达数千亿美元
43
00:02:23,159 --> 00:02:27,490
这直观反映出AI基础设施建设规模空前
44
00:02:27,490 --> 00:02:32,460
AI产业竞争已演变为一场残酷的资本比拼
45
00:02:32,780 --> 00:02:36,120
基建投入成核心竞争点
46
00:02:36,120 --> 00:02:41,629
当前AI赛道的比拼不仅是芯片和模型性能
47
00:02:41,629 --> 00:02:45,590
更在于能否持续承担庞大的算力
48
00:02:45,590 --> 00:02:47,209
硬件投入
49
00:02:47,209 --> 00:02:51,300
随着数据中心等固定资产开支激增
50
00:02:51,300 --> 00:02:55,699
企业能否借助资本市场保障资金调度
51
00:02:55,699 --> 00:02:59,340
已成为核心竞争点
52
00:03:01,379 --> 00:03:07,620
绿协机制全额行使SPACEX857亿募资
53
00:03:07,620 --> 00:03:11,090
折射资本狂热
54
00:03:12,659 --> 00:03:15,659
律协机制推高募资总额
55
00:03:15,659 --> 00:03:23,729
SPACEX的承销商已正式行使超额配售前绿协机制
56
00:03:23,729 --> 00:03:28,250
使本次IPO总融资额达到857亿美元
57
00:03:28,250 --> 00:03:33,289
此前公司通过首轮发行已筹集750亿美元
58
00:03:33,289 --> 00:03:34,870
这一机制的启动
59
00:03:34,870 --> 00:03:39,030
通常意味着新股上市后市场表现强劲
60
00:03:39,030 --> 00:03:42,050
进一步凸显了资本市场的狂热
61
00:03:42,370 --> 00:03:43,370
首日暴涨
62
00:03:43,370 --> 00:03:45,250
市值破2万亿
63
00:03:45,250 --> 00:03:50,158
斯SPACEX在纳斯达克上市正式挂牌后
64
00:03:50,158 --> 00:03:52,669
首日股价大涨逾19%
65
00:03:52,669 --> 00:03:55,569
市值一举突破2万亿美元大关
66
00:03:55,569 --> 00:03:57,949
这种强劲的股价表现
67
00:03:57,949 --> 00:04:03,289
直接触发了成交商行使超额配售权的条件
68
00:04:03,289 --> 00:04:07,090
其超额配售规模也超过了有记录以来
69
00:04:07,090 --> 00:04:11,580
几乎所有科技公司的IPO
70
00:04:12,740 --> 00:04:15,639
火星百万人口愿景宏大
71
00:04:15,639 --> 00:04:19,000
SPACEX在招股书中反复强调
72
00:04:19,000 --> 00:04:23,329
其核心愿景是登月登陆火星
73
00:04:23,329 --> 00:04:24,810
即奔赴更远
74
00:04:24,810 --> 00:04:28,769
深空公司设定了极具挑战性的宏大目标
75
00:04:28,769 --> 00:04:31,889
只有当火星建成常住人口
76
00:04:31,889 --> 00:04:34,139
超过100万的殖民地时
77
00:04:34,139 --> 00:04:38,259
马斯克才能获得一笔限制性股票的奖励
78
00:04:39,379 --> 00:04:42,059
市场预测实现概率极低
79
00:04:42,059 --> 00:04:44,199
尽管愿景宏大
80
00:04:44,199 --> 00:04:47,879
但预测平台上的交易员普遍认为
81
00:04:47,879 --> 00:04:50,300
该目标实现尚需多年
82
00:04:50,300 --> 00:04:51,579
数据显示
83
00:04:51,579 --> 00:04:52,620
市场压注
84
00:04:52,620 --> 00:04:55,379
SPACEX在2030年前
85
00:04:55,379 --> 00:05:00,189
执行载人火星任务的概率仅为18%
86
00:05:00,189 --> 00:05:03,470
本10年内实现该目标的最高概率
87
00:05:03,470 --> 00:05:06,230
也从未超过25%
88
00:05:06,230 --> 00:05:08,910
观望态度明显
89
00:05:09,740 --> 00:05:13,519
招股书坦言技术难度极高
90
00:05:13,519 --> 00:05:16,720
SPACEX在招股书中明确表示
91
00:05:16,720 --> 00:05:20,800
暂无火星载人任务的落地时间表
92
00:05:20,800 --> 00:05:21,959
文件坦言
93
00:05:21,959 --> 00:05:25,240
诸多研发项目存在极高技术难度
94
00:05:25,240 --> 00:05:28,879
依赖尚未验证甚至不存在的全新技术
95
00:05:28,879 --> 00:05:33,329
因此这类前沿创新项目很难
96
00:05:33,329 --> 00:05:36,970
甚至完全无法确定推进时间表
97
00:05:37,410 --> 00:05:40,639
火星战略重心依然清晰
98
00:05:40,879 --> 00:05:43,620
尽管确切时间表无从知晓
99
00:05:43,620 --> 00:05:48,610
但SPACEX对火星项目的战略重心十分清晰
100
00:05:48,610 --> 00:05:50,209
招股书正文中
101
00:05:50,209 --> 00:05:53,189
火星一词出现了高达63次
102
00:05:53,189 --> 00:05:57,589
文件配图说明中也提及了一次
103
00:05:57,589 --> 00:06:02,225
彰显了其长期规划的坚定决心
104
00:06:04,319 --> 00:06:07,259
2000亿美元IPO潮来袭
105
00:06:07,259 --> 00:06:11,600
美股流动性面临空前考验
106
00:06:12,959 --> 00:06:16,680
IPO募资规模突破历史极值
107
00:06:16,680 --> 00:06:19,288
研究机构分析师警告
108
00:06:19,288 --> 00:06:20,468
2026年
109
00:06:20,468 --> 00:06:24,670
美股IPO募资规模有望达到约2000亿美元
110
00:06:24,670 --> 00:06:28,209
不仅远超1999年和2000年
111
00:06:28,209 --> 00:06:31,029
互联网泡沫时期的合计规模
112
00:06:31,029 --> 00:06:34,269
更是2021年投机高峰期
113
00:06:34,269 --> 00:06:37,389
约1190亿美元的近两倍
114
00:06:37,389 --> 00:06:39,408
创下历史极值
115
00:06:39,689 --> 00:06:43,470
全市场股票供给被严重低估
116
00:06:43,470 --> 00:06:44,889
除IPO外
117
00:06:44,889 --> 00:06:50,230
alpha bat meta等科技巨头的大规模增发与减持
118
00:06:50,230 --> 00:06:52,480
将加剧供给压力
119
00:06:52,480 --> 00:06:54,269
未来3~4个月
120
00:06:54,269 --> 00:06:57,089
叠加各类股权融资市场
121
00:06:57,089 --> 00:07:01,050
每月将面临约1000亿美元的股票供给
122
00:07:01,050 --> 00:07:03,250
持续流涌入
123
00:07:03,250 --> 00:07:07,569
远超单一IPO数据所反映的体量
124
00:07:08,810 --> 00:07:11,910
供需缺口巨大且难以弥合
125
00:07:11,910 --> 00:07:17,180
全美每月新增储蓄仅约390亿美元
126
00:07:17,180 --> 00:07:22,009
根本无法消化每月1000亿美元的新股供给
127
00:07:22,009 --> 00:07:23,889
巨大的供需缺口
128
00:07:23,889 --> 00:07:24,610
意味着
129
00:07:24,610 --> 00:07:28,949
这一波发行浪潮足以耗尽整个市场的现金储备
130
00:07:28,949 --> 00:07:31,800
资金面捉襟见肘
131
00:07:31,800 --> 00:07:35,540
大规模发行抽走存量流动性
132
00:07:35,540 --> 00:07:38,519
股票发行并不创造新资金
133
00:07:38,519 --> 00:07:42,470
而是迫使投资者重新配置现有资本
134
00:07:42,470 --> 00:07:44,689
每一美元投入新股
135
00:07:44,689 --> 00:07:48,829
便是从其他市场抽走的一美元超级大单
136
00:07:48,829 --> 00:07:51,790
会与存量流动性形成竞争
137
00:07:51,790 --> 00:07:56,170
对现有股票价格构成实质性压制
138
00:07:58,100 --> 00:08:02,709
历史警示发行高峰是转折先兆
139
00:08:02,709 --> 00:08:07,870
2000年互联网泡沫与2021年spec热潮
140
00:08:07,870 --> 00:08:09,259
均显示
141
00:08:09,259 --> 00:08:11,100
创纪录的股票发行
142
00:08:11,100 --> 00:08:14,199
往往伴随内部人士大规模套现
143
00:08:14,199 --> 00:08:16,189
最后市场显著下跌
144
00:08:16,189 --> 00:08:17,689
历史一再表明
145
00:08:17,689 --> 00:08:21,290
这种极端发行规模并非繁荣的号角
146
00:08:21,290 --> 00:08:24,329
而是顶部将近的信号
147
00:08:24,329 --> 00:08:27,589
投资者需警惕出货实际风险
148
00:08:27,949 --> 00:08:29,509
创纪录的发行规模
149
00:08:29,509 --> 00:08:32,669
或许说明企业及内部人士认为
150
00:08:32,669 --> 00:08:35,110
当前正是出货的好时机
151
00:08:35,110 --> 00:08:39,808
投资者面临的核心问题并非明星公司前景
152
00:08:39,808 --> 00:08:43,969
而是市场是否有足够资本承接天量供给
153
00:08:43,969 --> 00:08:48,129
避免对现有资产价格造成冲击
154
00:08:49,029 --> 00:08:51,529
好我们看一下今天市场的表现
155
00:08:51,529 --> 00:08:55,019
那么由于这个重大的利好消息
156
00:08:55,019 --> 00:08:57,769
主要是这个和平协议的签署啊
157
00:08:57,769 --> 00:08:59,610
啊是一个消息面的一个利好啊
158
00:08:59,610 --> 00:09:00,990
所以市场呢啊
159
00:09:00,990 --> 00:09:04,750
在亚洲欧洲时代就已经拉涨了不少哈
160
00:09:04,750 --> 00:09:08,370
那么今天到美股时代呢去创了一个新高啊
161
00:09:08,370 --> 00:09:09,509
这是纳指期货
162
00:09:09,509 --> 00:09:11,129
我们看到啊
163
00:09:11,129 --> 00:09:11,929
这个数字呢
164
00:09:11,929 --> 00:09:15,110
已经标在了今天日线K线的最高点啊
165
00:09:15,110 --> 00:09:17,649
我们看一下我那日线强吗
166
00:09:17,649 --> 00:09:19,269
强啊多头强
167
00:09:19,269 --> 00:09:22,730
有人说这空头这么强也就这样了嗯
168
00:09:22,730 --> 00:09:24,590
因为这里边消息面太多哈
169
00:09:24,590 --> 00:09:28,870
这里边他一直在逆转这个空头的想法
170
00:09:28,870 --> 00:09:31,750
我们看一下这个5分钟图
171
00:09:33,139 --> 00:09:33,580
是吧
172
00:09:33,580 --> 00:09:34,779
这是我们之前画的线哈
173
00:09:34,779 --> 00:09:35,940
我们删掉了
174
00:09:35,940 --> 00:09:38,860
就说我们之前其实就比较比较简单啊
175
00:09:38,860 --> 00:09:39,820
画好下跌数线
176
00:09:39,820 --> 00:09:41,078
等待右侧进
177
00:09:41,078 --> 00:09:43,619
其实过程中还是很复杂的哈
178
00:09:43,619 --> 00:09:47,839
这里边啊这个波涛汹涌哈
179
00:09:47,839 --> 00:09:51,559
嗯好我们大概画一下近期的就可以了
180
00:09:51,559 --> 00:09:56,879
我们把这个局部的小曲线给它或者画长线吧
181
00:09:57,940 --> 00:09:59,889
画一个趋势线吧
182
00:09:59,889 --> 00:10:01,450
诶那现在这个位置呢
183
00:10:01,450 --> 00:10:03,909
我们看到多头还是相当强劲的哈
184
00:10:03,909 --> 00:10:05,690
那今天的这个跳空缺口
185
00:10:05,690 --> 00:10:08,120
就是就是消息面导致的哈
186
00:10:08,120 --> 00:10:09,580
最后市场一直上涨
187
00:10:09,580 --> 00:10:12,059
我们看到今天美股时段的后半时段呢
188
00:10:12,059 --> 00:10:13,820
是一个横盘整理哈
189
00:10:13,820 --> 00:10:16,370
所以接下来一个交易时段啊
190
00:10:16,370 --> 00:10:17,730
现在亚洲欧洲时段
191
00:10:17,730 --> 00:10:20,720
看一看空头会不会有强劲的抛盘
192
00:10:20,720 --> 00:10:21,840
如果有的话
193
00:10:21,840 --> 00:10:24,019
会不会直接微型反转起来
194
00:10:24,019 --> 00:10:27,259
如果直接V型反转起来就没问题了
195
00:10:27,259 --> 00:10:28,580
如果没有下跌的话
196
00:10:28,580 --> 00:10:29,320
就无所谓
197
00:10:29,320 --> 00:10:30,568
对不对
198
00:10:30,568 --> 00:10:32,048
好这里是横盘啊
199
00:10:32,048 --> 00:10:34,369
表明空头不强啊
200
00:10:34,369 --> 00:10:36,249
所以我们现在是多头强
201
00:10:36,249 --> 00:10:39,119
那么现在看起来空头就不强
202
00:10:39,359 --> 00:10:41,958
我们看下日线也是一样
203
00:10:43,679 --> 00:10:45,299
好我们看一下罗素
204
00:10:45,299 --> 00:10:48,580
罗素今天的涨幅不是那么理想哈
205
00:10:48,580 --> 00:10:50,860
好天空高开冲高回落哈
206
00:10:50,860 --> 00:10:51,820
没关系哈
207
00:10:51,820 --> 00:10:54,039
我们的趋势线这么画就可以了
208
00:10:54,039 --> 00:10:56,429
我们看一下日历的图表
209
00:10:56,750 --> 00:10:59,549
他的这个空头呢还是略微强了一点
210
00:10:59,549 --> 00:11:01,450
不过刚才按照我们日线图的这个
211
00:11:01,450 --> 00:11:03,889
趋势线的画法啊
212
00:11:04,009 --> 00:11:05,250
没什么太大问题啊
213
00:11:05,250 --> 00:11:07,009
那么在5分钟图上就是一个回调
214
00:11:08,009 --> 00:11:09,850
好我们以日线图为标准就好了
215
00:11:10,929 --> 00:11:13,620
嗯好注意
216
00:11:13,620 --> 00:11:16,399
今天回调也是日内日内级别的回调啊
217
00:11:16,399 --> 00:11:18,019
因为全天是收涨的
218
00:11:18,019 --> 00:11:20,259
因为今天是天空高开嘛
219
00:11:20,259 --> 00:11:21,980
缺口还有一点点没补上
220
00:11:23,700 --> 00:11:27,928
嗯到这今天是收了阳线哈
221
00:11:27,928 --> 00:11:31,389
我们简单看一下5分钟图嗯
222
00:11:31,389 --> 00:11:34,500
也有点回路哈好嘞
223
00:11:34,500 --> 00:11:36,519
但日线图看起来行就行吧
224
00:11:36,519 --> 00:11:38,440
哈日内图表也就那样吧
225
00:11:38,440 --> 00:11:40,389
无所谓啊
226
00:11:40,509 --> 00:11:43,169
嗯我们看一下这个标普
227
00:11:43,169 --> 00:11:44,870
标普和纳指类似哈
228
00:11:44,870 --> 00:11:47,059
创了新高高点好
229
00:11:47,059 --> 00:11:50,620
但我觉得将来在这里震一震的概率也是有的啊
230
00:11:50,620 --> 00:11:52,440
这里稍微震一荡啊
231
00:11:52,440 --> 00:11:53,240
震荡一下哈
232
00:11:53,240 --> 00:11:56,740
这样唉咱们就不去硬猜了哈
233
00:11:56,740 --> 00:11:57,679
他随便啊
234
00:11:57,679 --> 00:12:00,809
只要我们说不是熊市就没问题
235
00:12:01,090 --> 00:12:02,850
我们不用看5分钟图了
236
00:12:02,850 --> 00:12:06,298
我们看一下原油啊
237
00:12:06,298 --> 00:12:07,698
原油今天是啊
238
00:12:07,698 --> 00:12:09,599
消息面驱动的天空低开往下砸
239
00:12:09,599 --> 00:12:13,710
但你看它在日内交易者又遇到了这个反弹是吧
240
00:12:13,710 --> 00:12:16,330
所以5分钟图的交易者啊要注意哈
241
00:12:16,330 --> 00:12:18,470
你做的是日内交易是吧
242
00:12:18,470 --> 00:12:19,830
我们就不说了哈
243
00:12:19,830 --> 00:12:22,190
不要去碰这种图啊
244
00:12:22,190 --> 00:12:24,389
消息面还是挺复杂的哈
245
00:12:24,970 --> 00:12:27,289
呃另外就是黄金和白银啊
246
00:12:27,289 --> 00:12:29,570
我们先看我们就看一下黄金吧
247
00:12:29,570 --> 00:12:32,590
黄金今天是啊跳空低啊
248
00:12:32,590 --> 00:12:33,509
这个跳空高开
249
00:12:33,509 --> 00:12:34,350
随后冲高
250
00:12:34,350 --> 00:12:36,470
我们看到美股市单有所回落哈
251
00:12:36,470 --> 00:12:39,029
你们今天其实多头没有那么强烈
252
00:12:39,029 --> 00:12:40,450
没有不是那么强
253
00:12:40,450 --> 00:12:41,250
为啥呢
254
00:12:41,250 --> 00:12:43,610
因为他还处在下跌chin的下方啊
255
00:12:43,610 --> 00:12:46,200
上方密集的区域都是阻力区域哈
256
00:12:46,200 --> 00:12:49,080
所以它不是一个强多头的区域范围
257
00:12:49,080 --> 00:12:52,159
强多头的区域范围应该在夏季渲染的衣物侧
258
00:12:52,159 --> 00:12:53,129
会好一点
259
00:12:53,129 --> 00:12:54,610
所以你现在即便做多
260
00:12:54,610 --> 00:12:56,769
你还要提防着掉下来这种可能性
261
00:12:56,769 --> 00:12:58,509
因为你是空投啊
262
00:12:58,509 --> 00:13:00,889
空头范围内的一个反弹
263
00:13:01,009 --> 00:13:02,590
比如他可以上去啊
264
00:13:02,590 --> 00:13:03,330
是的啊
265
00:13:03,330 --> 00:13:04,289
一切皆有可能
266
00:13:04,289 --> 00:13:05,929
但是按照我们的理论呢
267
00:13:05,929 --> 00:13:08,259
是夏季川的下方是反弹
268
00:13:08,259 --> 00:13:09,860
只有多头极为乐观
269
00:13:09,860 --> 00:13:11,539
我们才假设他有突破的可能性
270
00:13:11,539 --> 00:13:13,139
马上突破
271
00:13:13,860 --> 00:13:15,980
前今天没突破啊
272
00:13:15,980 --> 00:13:16,820
今天有所回落
273
00:13:16,820 --> 00:13:19,379
看到吧有所回落
274
00:13:19,970 --> 00:13:22,009
看下一个时代能不能再反弹起来
275
00:13:22,009 --> 00:13:24,169
再测试一下这个区域哈
276
00:13:25,919 --> 00:13:27,440
这个区域对吧
277
00:13:28,840 --> 00:13:30,080
这就是那个上影线哈
278
00:13:30,080 --> 00:13:32,220
日线级别的上影线就这么长
279
00:13:32,220 --> 00:13:35,529
我们再看一下日线嗯
280
00:13:35,529 --> 00:13:37,370
啊5分钟图的那个下跌
281
00:13:37,370 --> 00:13:39,850
就是这上影线这个幅度啊
282
00:13:39,850 --> 00:13:42,350
所以今天空头其实有一定的力度哈
283
00:13:42,350 --> 00:13:43,889
看看下一个时代
284
00:13:43,889 --> 00:13:46,659
接下来一到两个交易日能不能弹上去
285
00:13:46,659 --> 00:13:48,059
多头想要突破的话
286
00:13:48,059 --> 00:13:49,820
必须得有强势的大阳线啊
287
00:13:49,820 --> 00:13:51,620
像今天的阳线不强势啊
288
00:13:51,620 --> 00:13:52,500
中等偏强
289
00:13:52,500 --> 00:13:53,659
不是那么强
290
00:13:53,659 --> 00:13:55,539
影线过长
291
00:13:58,440 --> 00:14:01,000
好我们看一下市场分布的情况哈
292
00:14:01,000 --> 00:14:03,860
看一下美股啊
293
00:14:03,860 --> 00:14:08,029
今天啊半导体大涨啊
294
00:14:08,029 --> 00:14:08,990
半导体大涨
295
00:14:08,990 --> 00:14:11,870
软件基础设施OK互联网也OK
296
00:14:11,870 --> 00:14:13,389
消费电子也OK
297
00:14:13,389 --> 00:14:16,269
然后航空航天与国防是大涨啊
298
00:14:16,269 --> 00:14:17,629
就是space ex相关的咯
299
00:14:18,950 --> 00:14:21,970
嗯其他的半导体设备这里啊
300
00:14:21,970 --> 00:14:22,809
这不得弄哈
301
00:14:22,809 --> 00:14:24,110
按那设备这在这哈
302
00:14:25,149 --> 00:14:26,659
OK对吧
303
00:14:27,179 --> 00:14:28,100
应用软件
304
00:14:28,100 --> 00:14:29,299
OK计算机硬件
305
00:14:29,299 --> 00:14:31,639
OK今天就是油气资产
306
00:14:31,639 --> 00:14:33,220
医药好
307
00:14:33,220 --> 00:14:34,279
VD哈
308
00:14:34,279 --> 00:14:37,240
尤其资产就下跌的比较明明显是吧
309
00:14:37,240 --> 00:14:38,679
其他的都还好啊
310
00:14:38,679 --> 00:14:40,519
正常好
311
00:14:40,519 --> 00:14:43,779
我们看下领涨板块嗯
312
00:14:43,779 --> 00:14:45,980
那我们今天先看谁呀
313
00:14:45,980 --> 00:14:47,100
先看太空概念哈
314
00:14:47,100 --> 00:14:51,980
我们把这个space x和rocket lab都看一眼哈
315
00:14:53,120 --> 00:14:54,559
哇是吧
316
00:14:54,559 --> 00:14:57,220
今天天空高开稍微震荡一下
317
00:14:57,220 --> 00:14:58,120
拉上去了啊
318
00:14:58,120 --> 00:14:59,360
收在了高位啊
319
00:14:59,360 --> 00:15:01,730
看下市值2.52万亿啊
320
00:15:01,730 --> 00:15:03,470
不要涨的太快嘛
321
00:15:03,470 --> 00:15:05,990
慢一点长啊对吧
322
00:15:05,990 --> 00:15:07,450
每一天都涨这么多
323
00:15:07,450 --> 00:15:09,090
本来他这个盘子就不小
324
00:15:09,090 --> 00:15:11,669
一天涨百分之多少啊
325
00:15:11,669 --> 00:15:13,750
百分又是19%哈
326
00:15:14,099 --> 00:15:17,460
快下5分钟图是吧
327
00:15:17,460 --> 00:15:20,379
我们那我们第一个交易日是这是吧
328
00:15:20,379 --> 00:15:23,169
今天呢就往上跳了
329
00:15:23,409 --> 00:15:25,568
好今年是在这跳哈
330
00:15:25,889 --> 00:15:27,369
好我们仔细看哈
331
00:15:27,369 --> 00:15:29,428
就是说啊今天天文高开
332
00:15:29,428 --> 00:15:31,129
今天是消息面驱动的哈
333
00:15:31,129 --> 00:15:33,539
还是这个和平协议签署驱动的
334
00:15:33,539 --> 00:15:34,700
拉高之后啊
335
00:15:34,700 --> 00:15:36,059
发现空头也砸不动啊
336
00:15:36,059 --> 00:15:37,379
形成了一个双重底
337
00:15:37,379 --> 00:15:39,470
在这做多就可以了
338
00:15:39,470 --> 00:15:41,830
嗯你一开始在这儿做也可以哈
339
00:15:41,830 --> 00:15:44,429
但是我们的趋势线是这么画的对吧
340
00:15:44,429 --> 00:15:45,349
它没有跌破
341
00:15:45,349 --> 00:15:45,989
没有跌破
342
00:15:45,989 --> 00:15:48,129
就一直拿着后续二次探底哈
343
00:15:48,129 --> 00:15:50,269
今今天的人家二次探底探了一下
344
00:15:50,269 --> 00:15:51,980
给了一个做多的机会哈
345
00:15:51,980 --> 00:15:53,860
走的时候一直拿着就行了
346
00:15:53,860 --> 00:15:56,309
只不过我们的趋势下呢需要微调哈
347
00:15:56,309 --> 00:15:57,029
为啥呢
348
00:15:57,029 --> 00:15:58,809
因为这个点它不一定准哈
349
00:15:58,809 --> 00:16:01,960
我们根据新的K线图调一调啊
350
00:16:02,399 --> 00:16:04,600
也只有一天的K线嘛对吧
351
00:16:04,600 --> 00:16:06,460
今天是第二天
352
00:16:06,460 --> 00:16:06,960
哎
353
00:16:06,960 --> 00:16:09,480
我们这样画一下就OK了
354
00:16:10,899 --> 00:16:13,720
是不我们同时画一个支撑位哈
355
00:16:13,720 --> 00:16:17,269
那么这个横盘这里这片它其实是一个双底
356
00:16:17,269 --> 00:16:20,059
他也是为了洗掉这个阻力区哈
357
00:16:20,059 --> 00:16:22,179
我看到这个阻力区被洗上去之后
358
00:16:22,179 --> 00:16:22,919
回踩止跌
359
00:16:22,919 --> 00:16:23,940
回踩止跌
360
00:16:23,940 --> 00:16:25,360
拉升拉升拉升
361
00:16:25,360 --> 00:16:26,340
回踩止跌
362
00:16:26,340 --> 00:16:27,690
回踩止跌是吧
363
00:16:27,690 --> 00:16:29,169
这又是一个回调哈
364
00:16:29,169 --> 00:16:30,009
然后又止跌
365
00:16:30,009 --> 00:16:32,240
应该继续做多再做多
366
00:16:32,240 --> 00:16:33,899
这是5分钟图标哈
367
00:16:33,899 --> 00:16:36,059
所以今天给了这么多双底
368
00:16:36,059 --> 00:16:37,539
还有小型的回调
369
00:16:37,539 --> 00:16:39,349
都是做多的机会
370
00:16:39,349 --> 00:16:41,928
当市场整体是氛围是乐观的情况下
371
00:16:41,928 --> 00:16:44,549
每次回调都应该继续做多啊
372
00:16:44,629 --> 00:16:46,629
那现在还能做多少吃的呀
373
00:16:46,629 --> 00:16:47,909
我们能踩顶吗
374
00:16:47,909 --> 00:16:50,590
不能对啊
375
00:16:50,590 --> 00:16:53,059
不能我们看日线多么大呀
376
00:16:53,059 --> 00:16:55,179
但这东西也说不准哈
377
00:16:55,179 --> 00:16:56,860
明天没准震一震什么的
378
00:16:56,860 --> 00:16:58,299
这我就猜不到了哈
379
00:16:58,299 --> 00:17:00,470
这个我们要一天看一天的
380
00:17:00,470 --> 00:17:02,110
再看一下5分钟图
381
00:17:02,110 --> 00:17:04,250
要是上涨高潮马上就调回来
382
00:17:04,250 --> 00:17:06,269
也有可能也有可能调回来一下
383
00:17:06,269 --> 00:17:07,589
给一个进场的机会啊
384
00:17:07,589 --> 00:17:10,430
建仓的机会是熊市吧
385
00:17:10,430 --> 00:17:14,589
不是别看它只有一不到两天的这个K线啊
386
00:17:14,589 --> 00:17:17,630
也就基本上将近两天的K线图
387
00:17:17,630 --> 00:17:20,160
它也不是熊市啊
388
00:17:22,619 --> 00:17:24,579
这个去不去火星呢很难说哈
389
00:17:24,579 --> 00:17:27,180
也要看AI这个进化的速度
390
00:17:27,180 --> 00:17:30,579
或许AI会辅助解决一些技术问题啊
391
00:17:31,818 --> 00:17:34,098
啊这是另外我们这个太空概念
392
00:17:34,098 --> 00:17:35,338
还有一个老朋友哈
393
00:17:35,338 --> 00:17:36,259
Rocket lab
394
00:17:37,298 --> 00:17:38,058
我们看一眼啊
395
00:17:38,058 --> 00:17:41,960
我们把这个线条梳理一下啊
396
00:17:41,960 --> 00:17:43,809
这个图一直都在涨啊
397
00:17:43,809 --> 00:17:45,529
整体趋势是没变啊
398
00:17:45,529 --> 00:17:47,390
只不过程中又有回调
399
00:17:47,390 --> 00:17:48,890
这里呢又出现回调
400
00:17:48,890 --> 00:17:51,849
下跌反弹下跌反弹下跌止跌
401
00:17:51,849 --> 00:17:53,930
那么如果明天还是阳线的话
402
00:17:53,930 --> 00:17:55,809
恢复做多
403
00:17:56,539 --> 00:18:01,099
我们把这个支撑器计划在这里看对吧
404
00:18:01,099 --> 00:18:02,579
它拉升上去之后啊
405
00:18:02,579 --> 00:18:03,680
有所回调
406
00:18:03,680 --> 00:18:05,638
这里计划一个
407
00:18:05,638 --> 00:18:07,659
今天是一个内包的阳线哈
408
00:18:07,659 --> 00:18:09,999
这里有可能是下跌高潮内包阳线
409
00:18:09,999 --> 00:18:14,410
所以多头看明天如果是阳线直接跟进去做赌啊
410
00:18:14,410 --> 00:18:15,289
如果是阴线的
411
00:18:15,289 --> 00:18:16,490
那就不行啊
412
00:18:16,490 --> 00:18:18,490
这就变成横盘下跌中继
413
00:18:18,490 --> 00:18:20,470
继续测试下方的趋势线
414
00:18:20,470 --> 00:18:23,539
趋势线哈啊这就是好
415
00:18:23,539 --> 00:18:25,900
其实这个区域呢是一个横盘区域哈
416
00:18:25,900 --> 00:18:29,119
只有大阳线再给一根或者是大阴线再给一根
417
00:18:29,119 --> 00:18:31,309
才能方向更加明确
418
00:18:32,859 --> 00:18:35,579
好这是太空概念的两只图表
419
00:18:35,579 --> 00:18:39,160
那今天的SOOL纯这个是什么来着
420
00:18:39,160 --> 00:18:41,319
储备概念也OK啊
421
00:18:41,319 --> 00:18:42,579
这个我们不看啊
422
00:18:42,579 --> 00:18:44,569
不熟嗯
423
00:18:44,569 --> 00:18:48,068
这边这个我们也不熟哈
424
00:18:48,068 --> 00:18:50,209
存储概念今天又是领涨哈
425
00:18:50,209 --> 00:18:52,789
我们看一下这个美光吧
426
00:18:53,349 --> 00:18:58,549
嗯嗯其实今天的行情对他来说还是有点复杂
427
00:18:58,549 --> 00:19:01,180
我们看到上周五收盘说在这儿哈
428
00:19:01,180 --> 00:19:02,880
今天是大幅天空高开
429
00:19:02,880 --> 00:19:04,839
但是有所回落测试哈
430
00:19:04,839 --> 00:19:06,920
但如果一旦收出阴线啊
431
00:19:06,920 --> 00:19:09,380
就是二次探顶那种视觉感觉了
432
00:19:09,380 --> 00:19:10,888
但是呢又拉了起来
433
00:19:10,888 --> 00:19:13,088
表明空头确实尝试做空啊
434
00:19:13,088 --> 00:19:14,559
但是没有坚持
435
00:19:14,559 --> 00:19:16,319
相反多头非常强势啊
436
00:19:16,319 --> 00:19:18,960
给你给你打败了空头是吧
437
00:19:18,960 --> 00:19:22,809
我们看下5分钟图是不是这样嗯
438
00:19:23,250 --> 00:19:27,609
好跳空高开是这不是这哈
439
00:19:27,609 --> 00:19:29,890
跳空高开好往上拉手
440
00:19:29,890 --> 00:19:31,659
怎么看着不像呢
441
00:19:31,979 --> 00:19:33,919
嗯看着不像呢
442
00:19:33,919 --> 00:19:37,259
这日历的图表跟那个有点不一样啊
443
00:19:37,259 --> 00:19:39,049
这缺口没补上啊
444
00:19:39,170 --> 00:19:41,529
啊那就以日线为标准哈
445
00:19:41,529 --> 00:19:43,490
就说它回落的深度不够哈
446
00:19:43,490 --> 00:19:44,409
我感觉哈
447
00:19:44,409 --> 00:19:47,169
所以这个日线图看起来不匹配啊
448
00:19:47,169 --> 00:19:49,288
因为这日线图下影线过长啊
449
00:19:49,288 --> 00:19:51,378
嗯对吧
450
00:19:51,378 --> 00:19:55,019
过长就意味着过程中有很多很深的下跌哈
451
00:19:55,019 --> 00:19:57,338
再看一下5分钟图
452
00:19:58,920 --> 00:20:01,059
嗯没有把缺口补上
453
00:20:01,059 --> 00:20:03,339
刚才我们看到那下眼线往下刺了一下是吧
454
00:20:03,339 --> 00:20:04,079
是这吧
455
00:20:04,079 --> 00:20:05,900
我看见啊好吧
456
00:20:05,900 --> 00:20:06,500
就这样吧
457
00:20:06,500 --> 00:20:08,759
反正还是多头不用踩顶了
458
00:20:08,759 --> 00:20:10,859
好一致下为标准哈
459
00:20:10,859 --> 00:20:13,960
5分钟图竟然跟这根K线不匹配哈
460
00:20:13,960 --> 00:20:15,519
还是我看错了呀
461
00:20:15,519 --> 00:20:16,900
啊不不重要哈
462
00:20:16,900 --> 00:20:19,210
把曲线画好好
463
00:20:19,210 --> 00:20:20,490
这是这几个哈
464
00:20:20,490 --> 00:20:23,159
我们看一下我们的龙头股的表现
465
00:20:23,159 --> 00:20:24,199
看涨幅
466
00:20:25,239 --> 00:20:29,888
我们看一下SXL啥线的阳线呢
467
00:20:30,409 --> 00:20:32,368
有人特别希望大暴跌哈
468
00:20:32,368 --> 00:20:34,628
其实是也有大暴跌的那些图
469
00:20:34,628 --> 00:20:36,789
但这个没有啊
470
00:20:36,789 --> 00:20:39,910
我们说空头必须得连续往下砸啊
471
00:20:39,910 --> 00:20:41,670
没有这根阳线恢复之后
472
00:20:41,670 --> 00:20:44,209
特别是这根阳线非常明确之后啊
473
00:20:44,209 --> 00:20:46,990
在后边要看回调直接的情况进场
474
00:20:46,990 --> 00:20:48,950
他今年是消息面驱动的哈
475
00:20:48,950 --> 00:20:50,630
那后期应该继续做读
476
00:20:51,670 --> 00:20:53,000
不用多分析
477
00:20:53,519 --> 00:20:54,720
这个牛逼死
478
00:20:54,720 --> 00:20:55,960
这个图也是做多啊
479
00:20:55,960 --> 00:20:56,440
都一样啊
480
00:20:56,440 --> 00:20:59,160
这个图我们挑几个不一样的啊
481
00:20:59,160 --> 00:21:01,329
看下扣web靠北
482
00:21:01,329 --> 00:21:02,450
我今天也是阳线啊
483
00:21:02,450 --> 00:21:03,710
周五是阳线对吧
484
00:21:03,710 --> 00:21:05,750
上周五是阳线周多吧
485
00:21:05,750 --> 00:21:09,759
这个区域啊你看拉伸回路来说哈
486
00:21:09,759 --> 00:21:12,839
对停顿洗盘的洗这片的吧
487
00:21:12,839 --> 00:21:16,440
这篇洗完之后往上侧再在这在这洗一洗
488
00:21:16,440 --> 00:21:19,710
然后再上去抄底类的是吧
489
00:21:20,950 --> 00:21:22,500
我们看下排练题
490
00:21:22,500 --> 00:21:25,220
我们说PENALTIER的交易手法很简单啊
491
00:21:25,220 --> 00:21:26,039
它不震荡吗
492
00:21:26,039 --> 00:21:27,660
在直升机做多就可以了
493
00:21:27,660 --> 00:21:29,019
那如果做多失败呢
494
00:21:29,019 --> 00:21:29,940
他就是大阴线
495
00:21:29,940 --> 00:21:31,490
我们就离场诶
496
00:21:31,490 --> 00:21:32,170
今天巧了
497
00:21:32,170 --> 00:21:34,289
给了个大阳线对吧
498
00:21:34,289 --> 00:21:36,920
所以趁荡行情走多就对了
499
00:21:37,119 --> 00:21:40,500
其实我们也不知道为什么市场就不跌下去啊
500
00:21:40,500 --> 00:21:43,579
我们就简单的去分析和交易就可以了
501
00:21:43,579 --> 00:21:44,980
有人说不喜欢这种图了
502
00:21:44,980 --> 00:21:47,259
那就不要做啊
503
00:21:48,819 --> 00:21:50,400
我们看一下甲骨文
504
00:21:50,400 --> 00:21:50,940
哎
505
00:21:50,940 --> 00:21:52,240
我看一下这个英伟达
506
00:21:52,240 --> 00:21:54,380
英伟达今天是大大涨啊
507
00:21:54,380 --> 00:21:57,009
天空高开拉升做啥呀
508
00:21:57,009 --> 00:21:59,450
做多不用看人类了
509
00:21:59,849 --> 00:22:01,109
还有好多啊
510
00:22:03,349 --> 00:22:05,309
我们画的局部趋势线哈
511
00:22:05,309 --> 00:22:06,130
突上去了
512
00:22:06,130 --> 00:22:09,035
做多看一下5分钟多少
513
00:22:09,309 --> 00:22:11,910
我们说DOTA如果回归的话
514
00:22:11,910 --> 00:22:13,869
今天突上去回来直接做多
515
00:22:13,869 --> 00:22:15,369
如果明天还有回落
516
00:22:15,369 --> 00:22:18,259
直接想继续做多对吧
517
00:22:18,259 --> 00:22:19,859
如果明天直接往上拉升
518
00:22:19,859 --> 00:22:21,888
那就只能继续做多了
519
00:22:21,888 --> 00:22:26,788
回落止跌做多拉升回落止跌做多都要做多
520
00:22:26,788 --> 00:22:29,169
因为这是一波回调
521
00:22:32,319 --> 00:22:33,640
还有谁来着
522
00:22:33,640 --> 00:22:36,089
特斯拉好
523
00:22:36,089 --> 00:22:37,829
特斯拉今天是一根小阳线啊
524
00:22:37,829 --> 00:22:39,569
实际九多头没那么强势
525
00:22:39,569 --> 00:22:42,630
但是这个区域做多吧
526
00:22:42,630 --> 00:22:44,690
我们的趋势线是这么画啊
527
00:22:44,690 --> 00:22:47,829
这么画是熊市吗
528
00:22:47,829 --> 00:22:49,029
不是好
529
00:22:49,029 --> 00:22:50,910
暂时不是熊市
530
00:22:52,069 --> 00:22:53,029
也有下跌的
531
00:22:53,029 --> 00:22:54,470
别觉得今天都大涨哈
532
00:22:54,470 --> 00:22:56,269
这么多图都大跌
533
00:22:56,269 --> 00:22:56,990
好嘞
534
00:22:56,990 --> 00:23:00,009
我们不分析那个下跌的了哈
535
00:23:00,009 --> 00:23:02,690
好最后欢迎大家成为绿宝石会员哈
536
00:23:03,970 --> 00:23:06,250
好我们明天盘前再见
537
00:23:06,250 --> 00:23:06,980
拜拜