BV1J2oVBmEYH · 请不要叫我梁同学1 00:00:13,060 --> 00:00:13,660 大家好 2 00:00:13,660 --> 00:00:14,800 欢迎回到蛋蛋说美股 3 00:00:14,800 --> 00:00:16,859 今天是4月23号周四 4 00:00:16,859 --> 00:00:18,440 美股日内大起大落 5 00:00:18,440 --> 00:00:19,829 小作文满天飞 6 00:00:19,829 --> 00:00:22,089 午盘前还一直保持坚挺 7 00:00:24,070 --> 00:00:27,570 以色列已经做好了重启与伊朗战争的准备 8 00:00:27,570 --> 00:00:29,000 只等美国的绿灯 9 00:00:29,000 --> 00:00:30,739 美股都不带害怕的 10 00:00:30,739 --> 00:00:32,439 而新生人也凑热闹 11 00:00:32,439 --> 00:00:33,020 报道称 12 00:00:33,020 --> 00:00:34,979 据伊朗消息人士透露 13 00:00:34,979 --> 00:00:36,740 美姨的谈判准备工作 14 00:00:36,740 --> 00:00:40,149 可能在今晚或者明天就取得突破 15 00:00:40,149 --> 00:00:40,829 那一刻 16 00:00:40,829 --> 00:00:42,729 多头们甚至都已经准备好 17 00:00:42,729 --> 00:00:44,950 庆祝美伊和谈的香槟了 18 00:00:44,950 --> 00:00:47,140 股指呢一路震荡上行 19 00:00:47,140 --> 00:00:49,060 但是到了下午一点左右 20 00:00:49,060 --> 00:00:50,399 股指突然跳水 21 00:00:50,399 --> 00:00:52,600 直插以色列N12新闻 22 00:00:52,600 --> 00:00:55,320 认出了一枚重磅炸弹呃 23 00:00:55,320 --> 00:00:57,460 在革命卫队介入后 24 00:00:57,460 --> 00:01:01,869 伊朗议会议长卡利巴夫已经辞去了谈判团职务 25 00:01:01,869 --> 00:01:03,810 这个信号再明确不过 26 00:01:03,810 --> 00:01:08,459 拿笔的文官被拿枪的强硬派呢给踢出了局 27 00:01:08,459 --> 00:01:10,359 而且以色列还评估称 28 00:01:10,359 --> 00:01:14,328 伊朗境内新一轮冲突似乎即将爆发呃 29 00:01:14,328 --> 00:01:16,968 市场风险情绪就迅速减弱 30 00:01:16,968 --> 00:01:19,368 还没等大家消化完这消息呢 31 00:01:23,140 --> 00:01:25,299 恐慌情绪就瞬间爆表 32 00:01:25,299 --> 00:01:26,939 股指直插地板 33 00:01:26,939 --> 00:01:28,760 就在空头扬眉吐气 34 00:01:28,760 --> 00:01:30,599 终于这个银奶下跌 35 00:01:30,599 --> 00:01:32,280 散户准备割肉的时候呢 36 00:01:32,280 --> 00:01:33,760 反转又来了 37 00:01:33,760 --> 00:01:36,019 以色列官方赶紧出来辟谣 38 00:01:36,019 --> 00:01:39,269 称没有对伊朗发动任何空袭哈 39 00:01:41,909 --> 00:01:44,760 与伊朗的停火协议现状没有改变 40 00:01:44,760 --> 00:01:47,579 巴铁更是出来充当和事佬说哎呀 41 00:01:47,579 --> 00:01:48,579 僵局是有 42 00:01:48,579 --> 00:01:51,500 但是呢美伊谈判仍在继续 43 00:01:51,500 --> 00:01:53,700 这些话安抚了市场 44 00:01:53,700 --> 00:01:57,099 股指马上就是一记旱地拔葱又拉起来了 45 00:01:57,099 --> 00:01:58,819 收复了大部分的失地 46 00:01:58,819 --> 00:02:01,540 虽然最终三大股指还是集体收跌 47 00:02:01,540 --> 00:02:03,810 但是好歹没有引发踩踏 48 00:02:03,810 --> 00:02:07,049 波动率指数一次日内一度冲到了21.6 49 00:02:07,049 --> 00:02:09,500 随后重新回落到20下方 50 00:02:09,500 --> 00:02:12,300 最近WX一直在17以上徘徊 51 00:02:12,300 --> 00:02:15,129 没有继续下降到14以下的水平 52 00:02:15,129 --> 00:02:16,270 在川普时代 53 00:02:16,270 --> 00:02:19,449 市场维持高波动性可能会是一个常态 54 00:02:19,449 --> 00:02:21,289 国际油价呢继续走高 55 00:02:21,289 --> 00:02:23,250 但市场对此反应冷淡 56 00:02:23,250 --> 00:02:26,509 油价在90~100美元以内 57 00:02:26,509 --> 00:02:28,539 属于地缘政治溢价 58 00:02:28,539 --> 00:02:30,300 市场觉得这是暂时的 59 00:02:30,300 --> 00:02:31,580 只要不打地面战 60 00:02:31,580 --> 00:02:33,939 100亿美元以下的波动哈 61 00:02:33,939 --> 00:02:35,229 都只是噪音 62 00:02:35,229 --> 00:02:37,930 得涨到100美元以上 63 00:02:37,930 --> 00:02:39,500 并且能够持血 64 00:02:39,500 --> 00:02:41,659 才会量变引起质变 65 00:02:41,659 --> 00:02:45,000 那个时候美联储与市场就没办法继续装瞎了 66 00:02:45,000 --> 00:02:48,329 转而就会演变为对二次通胀的恐惧 67 00:02:48,329 --> 00:02:52,939 但这得看这个霍尔木兹海峡那边会如何演变呃 68 00:02:52,939 --> 00:02:56,879 标普500指数日K呢收出了一根阴险大十字星 69 00:02:56,879 --> 00:02:59,599 连续五个交易日在7150到 70 00:02:59,599 --> 00:03:03,090 7200点的阻力区下方徘徊 71 00:03:03,090 --> 00:03:06,909 这根十字星也说明下方承接力非常的强 72 00:03:06,909 --> 00:03:10,419 7060点附近的买盘非常稳健 73 00:03:10,419 --> 00:03:12,180 形成了直接支撑 74 00:03:12,180 --> 00:03:14,479 而金钱点这个心理防线 75 00:03:14,479 --> 00:03:17,099 那更是多头坚固的护城河 76 00:03:17,099 --> 00:03:17,719 目前呢 77 00:03:17,719 --> 00:03:21,120 市场更关注企业盈利能力和人工智能增长 78 00:03:21,120 --> 00:03:23,360 而并非地缘政治新闻 79 00:03:23,360 --> 00:03:28,169 只要利率不因为油价飙升而被迫转为加息 80 00:03:28,169 --> 00:03:31,090 那股市就能够靠惯性支撑住 81 00:03:31,090 --> 00:03:33,669 至少呃这个可以高位盘 82 00:03:33,669 --> 00:03:36,699 整到几个科技巨头们出财报 83 00:03:36,699 --> 00:03:39,139 今天日内这一场跳水哈 84 00:03:39,139 --> 00:03:41,139 更像是一次高位深蹲 85 00:03:41,139 --> 00:03:43,500 顺便把胆子小的资金给洗掉 86 00:03:43,500 --> 00:03:46,300 最离谱的呢还是费城半导体指数 87 00:03:46,300 --> 00:03:48,319 连续第17个交易日上涨 88 00:03:48,319 --> 00:03:51,199 这种走势已经不能够用牛市来形容了 89 00:03:51,199 --> 00:03:53,389 这简直就是牛魔王附体 90 00:03:53,389 --> 00:03:56,449 不过呢今天日K的上影线比较长 91 00:03:56,449 --> 00:03:58,990 说明在盘中冲高的过程中 92 00:03:58,990 --> 00:04:02,189 还是有部分资金开始恐慌性止盈 93 00:04:02,189 --> 00:04:04,629 但是盘后英特尔财报呃 94 00:04:04,629 --> 00:04:05,870 这个股价大涨 95 00:04:05,870 --> 00:04:07,069 提振板块情绪 96 00:04:07,069 --> 00:04:10,280 如果明天费半能继续收出一根阳线 97 00:04:10,280 --> 00:04:12,500 吞掉今天这根上影线的话 98 00:04:12,500 --> 00:04:14,969 那非斑还是可以继续分神 99 00:04:14,969 --> 00:04:16,509 若是明天收阴线 100 00:04:16,509 --> 00:04:18,850 并且吞没今天的实体哈 101 00:04:18,850 --> 00:04:21,069 那这一根长上影线 102 00:04:21,069 --> 00:04:23,408 就可能是阶段性建立的避雷针 103 00:04:23,408 --> 00:04:28,509 我们看单根K线不能够立即呃做出判断哈 104 00:04:28,509 --> 00:04:32,509 得看呃隔天的收出的K线形态嗯 105 00:04:32,509 --> 00:04:35,180 才会更确定一些个股方面呢 106 00:04:35,180 --> 00:04:36,819 英特尔盘后公布财报 107 00:04:36,819 --> 00:04:39,620 公司一季度营收135.8亿美元 108 00:04:39,620 --> 00:04:41,158 同比增长7% 109 00:04:41,158 --> 00:04:41,959 好于预期 110 00:04:41,959 --> 00:04:43,499 123.6亿美元 111 00:04:43,499 --> 00:04:46,918 其中数据中心与AI营收50.5亿美元 112 00:04:46,918 --> 00:04:48,709 同比增长22% 113 00:04:48,709 --> 00:04:51,009 超过预期的44亿美元 114 00:04:51,009 --> 00:04:53,569 代工业务营收54.2亿美元 115 00:04:53,569 --> 00:04:54,990 同比增长16% 116 00:04:54,990 --> 00:04:56,850 超过预期48亿美元 117 00:04:56,850 --> 00:04:59,220 调整后每股收益29美分 118 00:04:59,220 --> 00:05:01,480 同比激增123% 119 00:05:01,480 --> 00:05:04,230 大幅好于预期的医美分 120 00:05:04,230 --> 00:05:06,129 毛利率41% 121 00:05:06,129 --> 00:05:08,379 高于预期的34.5% 122 00:05:08,379 --> 00:05:10,100 公司预计二季度营收 123 00:05:10,100 --> 00:05:12,819 138亿到148亿美元之间 124 00:05:12,819 --> 00:05:15,259 好于预计130.4亿美元 125 00:05:15,259 --> 00:05:19,139 同比呢增长大约7%到15% 126 00:05:19,139 --> 00:05:22,660 预计Q2调整后每股收益20美分额 127 00:05:22,660 --> 00:05:25,259 同比大增166%哈 128 00:05:25,259 --> 00:05:27,399 也远好于预期的九美分 129 00:05:27,399 --> 00:05:28,720 公司高管表示 130 00:05:28,720 --> 00:05:31,060 我们实现了强劲的第一季度业绩 131 00:05:31,060 --> 00:05:34,339 即这反映了CPU在AI时代日益增长 132 00:05:34,339 --> 00:05:35,899 而且不可或缺的作用 133 00:05:35,899 --> 00:05:39,019 以及对硅片的空前需求 134 00:05:39,019 --> 00:05:43,000 同时代工业务的改善呢也按部就班地推进 135 00:05:43,000 --> 00:05:45,310 英特尔首席财务官还表示 136 00:05:45,310 --> 00:05:49,110 公司正在提高芯片价格与反应不断增加的成本 137 00:05:49,110 --> 00:05:51,910 一些涨幅已经体现在第一季度业绩中 138 00:05:51,910 --> 00:05:53,439 展现在盘后大涨 139 00:05:53,439 --> 00:05:56,480 英特尔的财报把arm盘后也给带飞了 140 00:05:56,480 --> 00:05:58,759 因为arm现在也做CPU生意嘛 141 00:05:58,759 --> 00:06:00,990 还有那个万年老2AAMD哈 142 00:06:00,990 --> 00:06:03,029 全都在创新高 143 00:06:03,029 --> 00:06:07,069 AI硬件板块真的就是轮流炒GPU 144 00:06:07,069 --> 00:06:07,709 Cpu 145 00:06:07,709 --> 00:06:08,550 光模块 146 00:06:08,550 --> 00:06:10,300 存储材料设备 147 00:06:10,300 --> 00:06:11,079 光刻机 148 00:06:11,079 --> 00:06:11,899 数据中心 149 00:06:11,899 --> 00:06:13,519 电力等等等等 150 00:06:13,519 --> 00:06:16,519 难怪热钱全都扎堆在里面 151 00:06:16,519 --> 00:06:19,220 真的就如那个英伟达老黄所说的 152 00:06:19,220 --> 00:06:22,459 这个是AI大基建的红利时代 153 00:06:22,459 --> 00:06:25,600 相比起来软件就很惨淡了 154 00:06:25,600 --> 00:06:29,420 今天IGV被ServiceNow给一脚踹翻了呃 155 00:06:29,420 --> 00:06:31,079 走势明显的转弱 156 00:06:31,079 --> 00:06:32,879 抛售潮卷土重来 157 00:06:32,879 --> 00:06:35,699 终结了此前连续八天的上涨势头 158 00:06:35,699 --> 00:06:37,019 目前还不清楚 159 00:06:37,019 --> 00:06:39,639 这一波反弹到底是趋势反转呢 160 00:06:39,639 --> 00:06:43,990 还是长达七个月下跌中的技术性喘息空间 161 00:06:43,990 --> 00:06:46,689 目前IGV距离2025年高点 162 00:06:46,689 --> 00:06:48,779 仍有接近30%的跌幅 163 00:06:48,779 --> 00:06:49,819 未来几周 164 00:06:49,819 --> 00:06:53,420 更多的软件企业财报或许会揭晓这个答案 165 00:06:53,420 --> 00:06:57,519 但是大部分的软件巨头要到5月下旬 166 00:06:57,519 --> 00:06:59,519 甚至6月初才披露业绩 167 00:06:59,519 --> 00:07:02,680 所以短期市场还得继续盲人摸象 168 00:07:02,680 --> 00:07:06,199 ServiceNow是打破这个软件幻想的导火索 169 00:07:10,228 --> 00:07:14,839 创下2020年3月以来最大单日跌幅 170 00:07:14,839 --> 00:07:16,060 财报虽然不差 171 00:07:16,060 --> 00:07:19,300 季度利润和营收都符合华尔街预期 172 00:07:19,300 --> 00:07:20,500 业绩稳健 173 00:07:20,500 --> 00:07:22,089 但是不够亮眼 174 00:07:22,089 --> 00:07:25,389 嗯年增长率稳定在20%左右 175 00:07:25,389 --> 00:07:28,399 低于2021年30%左右的分值 176 00:07:28,399 --> 00:07:32,220 投资者呢现在是不仅关注公司的营收增长 177 00:07:32,220 --> 00:07:36,180 更希望看到实质性的AI收入 178 00:07:36,180 --> 00:07:40,360 还以此证明这些软件公司是AI的受益者 179 00:07:40,360 --> 00:07:42,298 而并非被淘汰者 180 00:07:42,298 --> 00:07:47,119 所以ServiceNow这一份财报难以消除AI冲击的疑虑 181 00:07:47,119 --> 00:07:50,209 这就是他今天遭到抛售的最大的原因 182 00:07:50,209 --> 00:07:52,050 IBM也没能躲过去 183 00:07:54,149 --> 00:07:57,870 虽然一季度营收与利润都超出分析师预期 184 00:07:57,870 --> 00:08:00,459 但是受宏观不确定性影响 185 00:08:00,459 --> 00:08:03,899 公司维持了原先的全年指引不变 186 00:08:03,899 --> 00:08:07,220 作为公司核心增长引擎的软件业务 187 00:08:07,220 --> 00:08:08,600 增速没有惊喜 188 00:08:08,600 --> 00:08:10,350 软件业务应收呃 189 00:08:10,350 --> 00:08:11,750 70.5亿美元 190 00:08:11,750 --> 00:08:13,439 同比增长11% 191 00:08:13,439 --> 00:08:15,740 只是符合预期而已 192 00:08:15,740 --> 00:08:18,279 咨询业务更是几乎停滞 193 00:08:18,279 --> 00:08:19,639 这让投资者对AI 194 00:08:19,639 --> 00:08:23,790 颠覆IBM的传统业务的担忧就挥之不去嗯 195 00:08:23,790 --> 00:08:25,209 甲骨文呢股价回落 196 00:08:25,209 --> 00:08:26,610 目前还在关键 197 00:08:26,610 --> 00:08:29,269 仅限170一上方震荡 198 00:08:29,269 --> 00:08:30,620 只要不破位 199 00:08:30,620 --> 00:08:34,379 那这个多头结构哈还是在的呃 200 00:08:34,379 --> 00:08:35,899 万一要是跌破了 201 00:08:35,899 --> 00:08:37,879 那趋势就要重新转弱 202 00:08:37,879 --> 00:08:42,000 adobe呢宣布了250亿美元回购股票来护盘 203 00:08:42,000 --> 00:08:44,000 但是今年股价照样大跌 204 00:08:44,000 --> 00:08:44,799 很明显啊 205 00:08:44,799 --> 00:08:46,490 市场已经不吃这一套了 206 00:08:46,490 --> 00:08:49,850 投资者对公司的前景依然抱有疑虑 207 00:08:49,850 --> 00:08:52,149 前阵子软件股大反弹 208 00:08:52,149 --> 00:08:53,950 耳朵比几乎都没怎么涨 209 00:08:53,950 --> 00:08:55,090 本身就偏弱 210 00:08:55,090 --> 00:08:56,269 现在情绪一转 211 00:08:56,269 --> 00:08:57,340 优先挨打 212 00:08:57,340 --> 00:08:59,840 SMCI呢再遭利空打击 213 00:08:59,840 --> 00:09:01,500 独立研究机构爆料称 214 00:09:01,500 --> 00:09:02,899 公司丢掉了甲骨文 215 00:09:02,899 --> 00:09:06,058 一笔11亿到14亿美元的大单呃 216 00:09:06,058 --> 00:09:09,879 据说这个事情与此前SMCI联合创始人 217 00:09:09,879 --> 00:09:13,828 被那个联邦法院起诉并且逮捕的事件有关 218 00:09:13,828 --> 00:09:14,948 如果属实的话 219 00:09:14,948 --> 00:09:16,908 这对市场信心打击不小哈 220 00:09:16,908 --> 00:09:18,889 在这家公司内部合规问题 221 00:09:18,889 --> 00:09:21,578 短期的不确定性呢明显上升 222 00:09:21,578 --> 00:09:24,418 特斯拉股价财报后上演过山车 223 00:09:24,418 --> 00:09:25,438 先涨后跌 224 00:09:25,438 --> 00:09:27,889 盘中海多空激烈拉锯 225 00:09:27,889 --> 00:09:30,269 公司Q1业绩整体超预期 226 00:09:30,269 --> 00:09:31,240 毛利率改善 227 00:09:31,240 --> 00:09:33,440 FSD业务呢表现亮眼 228 00:09:33,440 --> 00:09:37,000 但是2026年资本支出250亿美元 229 00:09:37,000 --> 00:09:40,769 这要远超此前大约200亿美元的指引 230 00:09:40,769 --> 00:09:44,200 甚至超过了公司去年全年的利润 231 00:09:44,200 --> 00:09:47,519 这笔钱将主要投入到AI欧布达XC 232 00:09:47,519 --> 00:09:49,940 还有这个擎天柱的未来布局中 233 00:09:49,940 --> 00:09:53,960 虽然这体现了特斯拉从传统车企向AI公司 234 00:09:53,960 --> 00:09:55,120 转型的决心 235 00:09:55,120 --> 00:09:56,200 方向没有问题 236 00:09:56,200 --> 00:09:57,340 故事也很性感 237 00:09:57,340 --> 00:10:00,559 但市场担心短期现金流压力过大 238 00:10:00,559 --> 00:10:02,779 特斯拉这个股票就和数字货币一样 239 00:10:02,779 --> 00:10:04,210 全是资金盘 240 00:10:04,210 --> 00:10:08,570 要是一本正经的按技术面基本面去分析这股票 241 00:10:08,570 --> 00:10:09,909 那完全不适用哈 242 00:10:09,909 --> 00:10:12,500 科技信仰股不看行不行 243 00:10:12,500 --> 00:10:13,990 只看你信不信 244 00:10:13,990 --> 00:10:17,549 联合租赁公司呢一季度业绩全面超预期 245 00:10:17,549 --> 00:10:18,669 利润率回升 246 00:10:18,669 --> 00:10:20,610 管理层上调全年指引 247 00:10:20,610 --> 00:10:22,090 股价今天跳空高开 248 00:10:22,090 --> 00:10:23,519 暴涨了23% 249 00:10:23,519 --> 00:10:24,559 今天零涨 250 00:10:24,559 --> 00:10:26,328 标普500指数成分股 251 00:10:26,328 --> 00:10:30,548 瑜伽裤大佬lu lemon今天直接被市场用脚投票 252 00:10:30,548 --> 00:10:33,109 股价跳空大跌13.3% 253 00:10:33,109 --> 00:10:35,370 创2020年3月以来新低 254 00:10:35,370 --> 00:10:37,929 公司任命耐克前高管 255 00:10:37,929 --> 00:10:40,730 海迪奥尼尔为下一任首席执行官 256 00:10:40,730 --> 00:10:42,599 9月份正式上任 257 00:10:42,599 --> 00:10:45,519 投资者似乎并不认可这个人选哈 258 00:10:45,519 --> 00:10:47,450 所以引发了日内抛售潮 259 00:10:47,450 --> 00:10:48,169 ONNEO呢 260 00:10:48,169 --> 00:10:51,210 他在耐克任职超过25年 261 00:10:51,210 --> 00:10:54,309 曾负责全球直接面向消费者 262 00:10:54,309 --> 00:10:56,690 以数字业务履历很强 263 00:10:56,690 --> 00:10:58,470 但是他在那一刻期间 264 00:10:58,470 --> 00:11:02,940 刚好就踩在这个公司战略失误周期里 265 00:11:02,940 --> 00:11:06,480 而且呢耐克在过去5年股价表现也同样惨淡 266 00:11:06,480 --> 00:11:10,159 这让投资者对于他能否带领lulu lemon走出困境 267 00:11:10,159 --> 00:11:11,470 持怀疑的态度 268 00:11:11,470 --> 00:11:13,230 你连耐克都没有搞好 269 00:11:13,230 --> 00:11:15,759 你还能够拯救lulu lemon吗 270 00:11:15,759 --> 00:11:19,399 罗罗lemon股价呢自2023年底高点以来 271 00:11:19,399 --> 00:11:21,440 跌幅已经超过72% 272 00:11:21,440 --> 00:11:22,399 即便如此哈 273 00:11:22,399 --> 00:11:25,019 我依然对这个股票嗯没什么兴趣 274 00:11:25,019 --> 00:11:28,389 因为服装行业的竞争实在是太激烈了 275 00:11:28,389 --> 00:11:31,450 现在又不是当初疫情居家 276 00:11:31,450 --> 00:11:34,090 那个时候也不是美联储大放水 277 00:11:34,090 --> 00:11:37,279 这个热嗯流动性洪水泛滥的时期 278 00:11:37,279 --> 00:11:40,059 热气现在全都扎堆跑去炒AI 279 00:11:40,059 --> 00:11:40,990 炒科技 280 00:11:40,990 --> 00:11:44,490 美股市场里比它好的标题实在是太多了 281 00:11:44,490 --> 00:11:46,049 不值得去买它哈 282 00:11:46,049 --> 00:11:48,969 实在要是想不开买这个的话 283 00:11:48,969 --> 00:11:52,519 那还不如去买耐克或者去买联合健康呢 284 00:11:52,519 --> 00:11:54,759 安徽市股价今天闪崩啊 285 00:11:54,759 --> 00:11:57,940 其实昨天冲高回落就暴跌了38% 286 00:12:00,000 --> 00:12:01,620 盘中因为波动过大 287 00:12:01,620 --> 00:12:02,679 多次熔断 288 00:12:02,679 --> 00:12:06,870 直接就把此前这一轮噶空行情一把清零了 289 00:12:06,870 --> 00:12:10,350 看来大股东和背后主力开始高位出货了 290 00:12:10,350 --> 00:12:14,190 但是鉴于这股票流通盘仍然高度锁定 291 00:12:14,190 --> 00:12:16,190 空头仓位依然很高 292 00:12:16,190 --> 00:12:18,809 短期多空博弈可能还没有结束 293 00:12:18,809 --> 00:12:22,629 这种票呢短期期权千万不要乱卖哈 294 00:12:22,629 --> 00:12:25,009 尤其是裸卖那个call啊 295 00:12:25,009 --> 00:12:26,470 那简直就是作死 296 00:12:26,470 --> 00:12:27,649 收益有限 297 00:12:27,649 --> 00:12:29,029 风险无限高 298 00:12:29,029 --> 00:12:30,370 要么你不参与 299 00:12:30,370 --> 00:12:31,629 就旁边看戏 300 00:12:31,629 --> 00:12:32,610 长见识 301 00:12:32,610 --> 00:12:33,970 要是冲进火场 302 00:12:33,970 --> 00:12:36,529 一定要严格控制仓位和风险 303 00:12:36,529 --> 00:12:39,159 美国运通Q1业绩稳健 304 00:12:39,159 --> 00:12:40,759 但是股价照样下跌 305 00:12:40,759 --> 00:12:42,639 赌财报就是这么不讲理 306 00:12:42,639 --> 00:12:45,690 并不是你业绩好就股价就一定涨是吧 307 00:12:45,690 --> 00:12:48,549 季度营收同比增长11.4% 308 00:12:48,549 --> 00:12:50,649 净利润29.7亿美元 309 00:12:50,649 --> 00:12:52,230 同比增长15% 310 00:12:52,230 --> 00:12:54,889 高端用户消费呢依然坚挺 311 00:12:54,889 --> 00:12:56,029 公司高管表示 312 00:12:56,029 --> 00:12:58,210 今年开局非常强劲 313 00:12:58,210 --> 00:13:01,809 旅游和娱乐需求支撑了消费趋势 314 00:13:01,809 --> 00:13:06,460 有信心可以实现嗯可持续的长期增长 315 00:13:06,460 --> 00:13:08,279 但是公司这么乐观 316 00:13:08,279 --> 00:13:10,279 却没有上调全面指引 317 00:13:10,279 --> 00:13:11,799 同时还要加大支出 318 00:13:11,799 --> 00:13:14,610 导致投资者情绪就有所减弱 319 00:13:14,610 --> 00:13:15,950 与此同时嗯 320 00:13:15,950 --> 00:13:19,299 公司的信用卡发行量呢也呈现放缓的迹象 321 00:13:19,299 --> 00:13:22,700 本季度新增信用卡数量为三百十万张 322 00:13:22,700 --> 00:13:25,289 低于去年同期340万张 323 00:13:25,289 --> 00:13:28,019 这也对股价可能就造成了一些压力 324 00:13:28,019 --> 00:13:29,519 军工股继续走弱 325 00:13:29,519 --> 00:13:32,700 行业龙头l mt股价跌4.6% 326 00:13:32,700 --> 00:13:35,679 公司第一季度营收180.2亿美元 327 00:13:35,679 --> 00:13:36,950 略低于预期 328 00:13:36,950 --> 00:13:38,830 每股收益6.44美元 329 00:13:38,830 --> 00:13:40,129 也同比下滑 330 00:13:40,129 --> 00:13:41,429 前几天嗯 331 00:13:41,429 --> 00:13:42,309 Lol bgm 332 00:13:42,309 --> 00:13:44,200 还有雷神财报那么好 333 00:13:44,200 --> 00:13:45,620 利润都快翻倍了哈 334 00:13:45,620 --> 00:13:47,080 他们股价都下跌 335 00:13:47,080 --> 00:13:49,659 mt这个财报还不仅是残余期呢 336 00:13:49,659 --> 00:13:51,490 所以跌的一点都不冤枉 337 00:13:51,490 --> 00:13:53,049 看周线级别的话 338 00:13:53,049 --> 00:13:54,090 前面几个波段 339 00:13:54,090 --> 00:13:56,750 它的股价都是跌到120周均线 340 00:13:56,750 --> 00:14:00,100 或者200周均线才真正止跌反转 341 00:14:00,100 --> 00:14:01,480 那这次咱们也看看 342 00:14:01,480 --> 00:14:04,259 是不是会至少跌到120周均线 343 00:14:04,259 --> 00:14:06,750 458美元附近再进场 344 00:14:06,750 --> 00:14:09,169 中概股今天普遍走低 345 00:14:09,169 --> 00:14:11,409 据英国金融时报报道称 346 00:14:11,409 --> 00:14:14,620 美国指责中国窃取人工智能技术 347 00:14:14,620 --> 00:14:17,740 哎不过这呃政治新闻问题不大啦 348 00:14:17,740 --> 00:14:21,340 如果5月份川普确定要访问中国的话 349 00:14:21,340 --> 00:14:23,950 那他们见面之前不会闹得太难看 350 00:14:23,950 --> 00:14:25,509 中概股的问题啊 351 00:14:25,509 --> 00:14:27,210 主要还是港股那边 352 00:14:27,210 --> 00:14:29,899 恒生科技最近走的实在太弱了哈 353 00:14:29,899 --> 00:14:32,440 远远落后于全球股市 354 00:14:32,440 --> 00:14:35,830 你看那个韩国台湾股市全都上天了 355 00:14:35,830 --> 00:14:38,500 港股这边还趴在地上装死呢 356 00:14:38,500 --> 00:14:40,779 这辈子无论犯了什么错哈 357 00:14:40,779 --> 00:14:45,360 纵餐横科都可以赎罪了行今天我们就说到这里 358 00:14:45,360 --> 00:14:47,539 那我们明天见拜拜
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