【Financial Education】巴菲特私藏多年，这只金融巨头被严重低估了！

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今天我们来看看这个公共账号

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上涨了五万三千美元

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我们说这只是一个小小的波动

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还是说我们又回到了煎饼和松饼行情

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因为这个市场波动剧烈

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它不知道是否要上涨

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它不知道是否要大幅下跌科技股

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不确定是否要重拾涨势

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也不确定是否要开始下跌

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今天是个大好日子

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我在外面感觉棒极了

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所以我豪赌一把

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然后买入了新拱门股

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你们见过这个汉堡吗

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它在互联网上疯传

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如果你在互联网上

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可能已经看到了

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这个大拱门

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这是麦当劳的新产品

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我花了十美元买这个

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十美元买这个东西

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好吧

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仅主菜

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我们不提薯条

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当我说到

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所以十美元买个麦当劳汉堡

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这东西太差了

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所以我得说

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第一个在法拉利吃大拱门的人

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我确实做到了

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感谢AMD股票

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亚马逊股票

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Meta股票和帕兰蒂尔

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这些股票表现惊人

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AMD今日在公共账号涨27000美元

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亚马逊涨12000美元

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Meta和帕兰蒂尔涨12000美元

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帕兰蒂尔今日在公共账号涨超6000美元

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如果我看零售交易者

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投资者类股票

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这些都在我的观察列表

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这些人今天表现太猛了

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Coinbase涨14.5%

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Micro策略涨10%

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爱情股涨10%

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罗宾hood涨8%

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帕兰蒂尔上涨

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 hymns上涨

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我意思是它们都涨了

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除了一个倒霉蛋

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小袋狗

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不幸的是现在那些中已经全部下跌了

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看看嘉年华邮轮公司

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它们正在经历困境

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这个下跌了13个百分点

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据我所知过去五个交易日

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嘉年华邮轮公司没有对冲油价

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因此油价已经飙升失控

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嘉年华邮轮公司无人问津

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甚至像风能地产这样的股票也遭受重创

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过去五个交易日下跌超4%

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你可能会问为什么

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这是因为他们正在中东建造标志性地产

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计划2027年开业

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考虑到中东当前局势

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现在人们认为没人会去中东旅行

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旅游业将大幅下滑

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情况不好

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风能公司明年将在那里开业

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我们拭目以待

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但市场已出现波动

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你知道的

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这里得出的结论

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这就是该股下跌4%的原因

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过去五个交易日内

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三个核心主题

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今天我想讨论的内容

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在这第一个要点中讲怎么做以及如何盈利

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我将教你如何赚钱

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即使在波动剧烈的股市

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即使在熊市行情中

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我将在本视频中展示

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好的

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我们开始分析

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我们将从投资组合角度应对市场

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第二点

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一只股票

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我想重点买入并深入讲解

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且这家公司不涉及SaaS领域

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你们都知道

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过去一两个月我大量买入SaaS股票

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过去一两个月我大量买入SaaS股票

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这不是SaaS公司

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明白

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第三点

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我最爱的旅行股未来十年二十年

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我们清楚千禧一代正进入退休年龄

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现在他们身后有大量资金

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我们都清楚他们即将进行

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未来十年二十年的大量旅行

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未来十年甚至二十年内，全球将积累大量财富

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这意味着大量旅行需求

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随着人们变得越来越富有

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旅行需求会大幅增加

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因此旅游业无疑是未来十年至二十年的朝阳产业

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接下来我们将介绍一些我最看好的旅行板块股票

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我只需要你们做一件事

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希望大家能理解我几乎每天制作视频

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周一到周五持续更新

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只有一件事

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我只需要你们点击

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那个点赞按钮

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点一下竖起大拇指的图标

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如果可以的话

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这对我来说意义重大，这就是我需要的

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大家已经都做到了

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非常感谢

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此外

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如果你想订阅频道

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你可以随时订阅

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完全免费

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目前我们已有九十二万订阅者

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你订阅了吗

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如果没有请立即免费订阅

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今天这里有专属资源

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这是置顶评论

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这是一个测试

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这是我上周为大家准备的

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好的

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接下来这个工具会

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告诉你当前的投资水平

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有点像健身测试

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但这是针对股市的

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它会显示你在投资旅程中的实际位置

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比如

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你表现很出色吗

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还是还有很多工作要做

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根据这些问题的数量

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你可以判断是否正确

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或者完全不懂

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你知道答案

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或者不知道答案

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这将生成最终结果

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已有五百多人参与

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我刚才刚提到

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24到48小时内

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五百多人已经完成

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完全免费获取

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置顶评论下方

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请输入你的邮箱

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它可以通过电子邮件发送PDF文件

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或者如果你想接收文本内容

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也可以通过这种方式发送

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好的

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女士们先生们

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我们开始吧

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看看过去三年的公开持仓数据

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好的

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富达给你提供了一个很好的图表

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你可以看到过去三年的投资组合情况

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没错，这是在查看公开持仓

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公开持仓账户

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这个投资组合在

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比如2018年

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在私人

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我的私人股票小组

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他们可以看到我每周的每一个操作

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看看我是如何逐步构建这个投资组合的

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我们从零建成了这个投资组合达到三点

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六百万美元

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这是通过富达投资实现的

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没错，如果你加入我的私人小组

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你可以看到我的操作

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这里每周我所做的每一个动作

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看看过去三年

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我们看到了什么

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过去三年表现非常出色

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三年前

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公开持仓刚超过一百万美元

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一点二

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可能一点三百万美元，而如今已达三点六百万

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这简直太棒了

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但当我们观察这个数据时还看到什么

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好的

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这是一场绿灯游戏

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红灯

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绿灯红灯

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没错

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公开账户会经历数周或数月的波动

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出现下行趋势

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或在2023年基本横盘整理

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这里又是一个典型案例

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看起来像2023年的情况

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另一个显著例子，看看这里经过了多长时间

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记住这是三年图表

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看看这里经过了多少时间

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当公开持仓停滞不前时

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只是每周逐步推进

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每月都在悄然流逝

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简直了

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公众的热门趋势毫无进展

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这里曾有过一段巨大时间周期

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毫无作为或下滑

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趋势飙升巨大

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这里曾有过相当大的时间周期

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然后我们又迎来一个重要时间周期

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这发生在去年的关税风波期间

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你们肯定记得这件事

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现在我们又进入公众热门趋势的重要周期

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却无所作为

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这就是巨大的绿灯游戏

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红灯游戏

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尽管在球类账户休眠或下滑期间

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公众账户仍从略超百万增至三点

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六百万美元至今

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故事的寓意在这里

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大家要着眼长期

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短期会怎样呢

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短期将会是

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你的投资组合可能会停滞或持续下滑数月

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甚至一年

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甚至两年

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你必须接受这一点

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你要坦然接受

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如果我的

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如果我的投资组合停滞两到三年

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我能承受

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我是个大男孩

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我是个大女孩

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这没关系

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这没问题

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只要收支状况良好

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每月坚持买入

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即使每周或每两周

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没错

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这是关键

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持续寻找市场佳价

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抓住优质机会并坦然接受

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如果投资组合暂时停滞

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不要慌张

241
00:06:46,920 --> 00:06:50,410
逢低买入稳如泰山

242
00:06:50,410 --> 00:06:51,610
这很简单

243
00:06:51,610 --> 00:06:51,970
男人啊

244
00:06:51,970 --> 00:06:54,439
股市可以很简单

245
00:06:54,920 --> 00:06:57,180
除非缺乏耐心

246
00:06:57,180 --> 00:06:59,180
如果你缺乏耐心

247
00:06:59,180 --> 00:07:03,120
猜猜股市对你没耐心

248
00:07:03,120 --> 00:07:03,959
赶紧退出

249
00:07:03,959 --> 00:07:05,850
你不适合这里

250
00:07:06,050 --> 00:07:10,930
长期胜出者拥有惊人耐心

251
00:07:11,310 --> 00:07:14,949
如果公众持股总额仍是三百万美元

252
00:07:14,949 --> 00:07:16,310
三年后

253
00:07:16,310 --> 00:07:18,079
我可以接受这个

254
00:07:18,079 --> 00:07:19,480
我能处理这个

255
00:07:19,480 --> 00:07:23,439
我正在为未来十年二十年三十年建立公众持股

256
00:07:23,709 --> 00:07:25,769
如果公众账户显示一千万美元

257
00:07:25,769 --> 00:07:26,649
三年后

258
00:07:26,649 --> 00:07:28,430
我对此没有意见

259
00:07:28,970 --> 00:07:30,730
无论发生什么就接受

260
00:07:30,730 --> 00:07:31,089
全部

261
00:07:31,089 --> 00:07:31,769
我知道的是

262
00:07:31,769 --> 00:07:33,189
我在这里履行职责

263
00:07:33,189 --> 00:07:39,339
我的职责是用合理价格买入优质公司并长期持有增值

264
00:07:39,339 --> 00:07:43,699
我无法决定明天、下周或下月股市涨跌

265
00:07:43,699 --> 00:07:44,639
是否会有崩盘

266
00:07:44,639 --> 00:07:46,129
是否会有牛市

267
00:07:46,569 --> 00:07:48,189
只能顺其自然

268
00:07:48,189 --> 00:07:50,810
我需要专注该专注的事

269
00:07:50,810 --> 00:07:53,949
当我刚开始接触股市时

270
00:07:53,949 --> 00:07:54,620
呃

271
00:07:54,620 --> 00:07:55,939
我父亲的一位客户

272
00:07:55,939 --> 00:07:57,620
他经营泳池清洁生意

273
00:07:57,620 --> 00:08:01,430
对的，我记得她说股市像过山车

274
00:08:01,430 --> 00:08:01,850
没错

275
00:08:01,850 --> 00:08:03,930
我认为她曾是金融顾问

276
00:08:03,930 --> 00:08:04,410
她说

277
00:08:04,410 --> 00:08:04,610
呃

278
00:08:04,610 --> 00:08:07,139
股市就像过山车，要听好了

279
00:08:07,139 --> 00:08:08,860
她完全正确

280
00:08:08,860 --> 00:08:11,379
现在股市确实像过山车

281
00:08:11,379 --> 00:08:12,889
就像过山车

282
00:08:12,889 --> 00:08:14,129
有些人会上去

283
00:08:14,129 --> 00:08:16,029
然后说那很有趣

284
00:08:16,029 --> 00:08:17,129
我真的很享受

285
00:08:17,129 --> 00:08:17,850
那真是美好时光

286
00:08:17,850 --> 00:08:19,910
未来还想再坐一次过山车

287
00:08:19,910 --> 00:08:23,560
对的，有些人说再也不坐了

288
00:08:23,560 --> 00:08:24,899
有些人甚至不上车

289
00:08:24,899 --> 00:08:25,139
在

290
00:08:25,139 --> 00:08:26,040
过山车上

291
00:08:26,040 --> 00:08:27,180
这不适合他们

292
00:08:27,180 --> 00:08:28,379
或许只坐一次

293
00:08:28,379 --> 00:08:29,279
我再也不坐了

294
00:08:29,279 --> 00:08:29,740
再也不坐了

295
00:08:29,740 --> 00:08:31,540
我还会再坐过山车吗

296
00:08:31,540 --> 00:08:33,169
这都没关系

297
00:08:33,169 --> 00:08:34,110
有些观众

298
00:08:34,110 --> 00:08:35,649
现在正在看这个视频的大多数观众

299
00:08:35,649 --> 00:08:36,610
你们适合这个

300
00:08:36,610 --> 00:08:38,210
你们准备好过山车之旅了

301
00:08:38,210 --> 00:08:39,070
你觉得这很有趣

302
00:08:39,070 --> 00:08:40,610
而其他人他们都说不

303
00:08:40,610 --> 00:08:41,250
我做不到

304
00:08:41,250 --> 00:08:42,360
我做不到

305
00:08:42,360 --> 00:08:42,980
我做不到

306
00:08:42,980 --> 00:08:43,720
没关系

307
00:08:43,720 --> 00:08:44,860
不是适合每个人

308
00:08:44,860 --> 00:08:47,500
我理解我明白就像

309
00:08:47,500 --> 00:08:48,159
没有

310
00:08:48,159 --> 00:08:49,340
那游戏没什么可羞耻的

311
00:08:49,340 --> 00:08:50,720
现在

312
00:08:50,720 --> 00:08:51,700
沃伦·巴菲特

313
00:08:51,700 --> 00:08:53,620
他投资了大约八十年

314
00:08:53,620 --> 00:08:54,519
为了说明这一点

315
00:08:54,519 --> 00:08:56,500
他在十一岁买了第一只股票

316
00:08:56,500 --> 00:08:59,870
我猜是通过他父亲在1942年

317
00:08:59,870 --> 00:09:02,190
你还记得1942年发生了什么吗

318
00:09:02,190 --> 00:09:05,450
我想是二战

319
00:09:05,450 --> 00:09:06,330
天啊

320
00:09:06,330 --> 00:09:09,429
正是在二战期间发生了那件事

321
00:09:09,429 --> 00:09:14,570
现在想想这段时间发生的疯狂事

322
00:09:14,570 --> 00:09:19,309
巴菲特从二战到冷战的投资历程

323
00:09:19,309 --> 00:09:20,909
到所有其他战争

324
00:09:20,909 --> 00:09:21,149
我说

325
00:09:21,149 --> 00:09:22,149
我甚至不想全部列举

326
00:09:22,149 --> 00:09:26,259
从九一一到新冠有很多

327
00:09:26,259 --> 00:09:26,740
我说

328
00:09:26,740 --> 00:09:27,059
天啊

329
00:09:27,059 --> 00:09:31,440
你经历了这段时间以来的所有混乱

330
00:09:31,440 --> 00:09:33,940
巴菲特1942年买了第一只股票

331
00:09:33,940 --> 00:09:35,720
难以置信

332
00:09:35,720 --> 00:09:38,899
想想这段时间发生的历史

333
00:09:38,899 --> 00:09:39,509
没错

334
00:09:39,509 --> 00:09:42,190
我在金融危机期间买了第一只股票

335
00:09:42,190 --> 00:09:43,509
那真是疯狂的时期

336
00:09:43,509 --> 00:09:44,669
可能不如二战疯狂

337
00:09:44,669 --> 00:09:45,179
ii

338
00:09:45,179 --> 00:09:46,700
但确实很疯狂

339
00:09:46,700 --> 00:09:47,919
股市暴跌

340
00:09:47,919 --> 00:09:48,500
你知道的

341
00:09:48,500 --> 00:09:52,059
人们被赶出家门房贷危机一团糟

342
00:09:52,059 --> 00:09:52,649
嗯

343
00:09:52,649 --> 00:09:54,529
最大的住房危机

344
00:09:54,529 --> 00:09:57,669
可能是现代史上最严重的住房危机

345
00:09:57,669 --> 00:09:59,090
在美国

346
00:09:59,090 --> 00:10:02,350
这大概是一代人难遇的事件

347
00:10:02,350 --> 00:10:04,970
难以置信而且

348
00:10:06,059 --> 00:10:07,580
还有很多其他疯狂的事

349
00:10:07,580 --> 00:10:09,740
就在我小小的投资经历里

350
00:10:09,740 --> 00:10:10,580
我称之为小小

351
00:10:10,580 --> 00:10:12,559
已经过去了十七年

352
00:10:12,559 --> 00:10:15,950
但和巴菲特相比这算不了什么

353
00:10:15,950 --> 00:10:19,909
所以要明白巴菲特最终的结果是什么

354
00:10:19,909 --> 00:10:20,600
对吧

355
00:10:20,600 --> 00:10:21,600
巴菲特的最终结果

356
00:10:21,600 --> 00:10:24,460
他成为了世界历史上最富有的人之一

357
00:10:24,460 --> 00:10:28,320
看看我过去十七年发生的结果

358
00:10:28,320 --> 00:10:29,340
这简直令人难以置信

359
00:10:29,340 --> 00:10:29,899
嗯

360
00:10:29,899 --> 00:10:30,659
如果没有股市

361
00:10:30,659 --> 00:10:32,539
你以为我会拥有这样的房子

362
00:10:32,539 --> 00:10:35,460
还能开这样的车过上这样的生活

363
00:10:35,460 --> 00:10:36,620
没有股市我根本不可能做到

364
00:10:36,620 --> 00:10:37,379
过去的十七年

365
00:10:37,379 --> 00:10:37,860
绝无可能

366
00:10:37,860 --> 00:10:39,080
这一切都不可能实现

367
00:10:39,080 --> 00:10:39,600
不

368
00:10:39,600 --> 00:10:40,940
没有股市我什么都不是

369
00:10:40,940 --> 00:10:45,649
现在告诉你如何在股市持续赚钱

370
00:10:45,649 --> 00:10:46,490
我来展示

371
00:10:46,490 --> 00:10:47,590
嗯嗯

372
00:10:47,590 --> 00:10:48,509
开始了

373
00:10:48,509 --> 00:10:49,230
女士们先生们

374
00:10:49,230 --> 00:10:50,870
想要在股市持续赚钱

375
00:10:51,990 --> 00:10:53,828
无论涨跌都行

376
00:10:54,188 --> 00:10:55,769
持有分红股票

377
00:10:55,769 --> 00:10:59,609
我反复强调gvd（增长价值分红）的原因

378
00:10:59,609 --> 00:11:02,649
构建包含成长股的投资组合

379
00:11:02,649 --> 00:11:04,610
价值股和分红股

380
00:11:04,610 --> 00:11:06,850
它们在不同阶段各有作用

381
00:11:07,970 --> 00:11:10,509
如果今年股市不涨

382
00:11:10,509 --> 00:11:13,110
我仍能从股票中赚大钱

383
00:11:13,110 --> 00:11:15,389
你知道为什么我持有大量分红股吗

384
00:11:15,389 --> 00:11:16,809
这只是公开统计

385
00:11:16,809 --> 00:11:18,909
不包含我的私人投资组合

386
00:11:18,909 --> 00:11:20,289
或Patreon专属组合

387
00:11:20,289 --> 00:11:22,169
这只是公开统计

388
00:11:22,169 --> 00:11:25,870
不包含这些将上调分红的公司

389
00:11:25,870 --> 00:11:26,350
或者

390
00:11:26,350 --> 00:11:28,769
其中许多公司会提高分红

391
00:11:28,769 --> 00:11:30,889
支付比我这里显示的更多

392
00:11:30,889 --> 00:11:36,950
对了，耐克今年将支付我5466美元分红

393
00:11:36,950 --> 00:11:40,820
芝士蛋糕工厂今年将支付我3900美元分红

394
00:11:40,820 --> 00:11:44,220
欧莱雅将支付我2497美元

395
00:11:44,220 --> 00:11:46,649
Meta将支付我2100美元

396
00:11:46,649 --> 00:11:49,549
Salesforce将支付我1760美元

397
00:11:49,549 --> 00:11:51,850
PayPal将支付我1680美元

398
00:11:51,850 --> 00:11:52,870
幸好它们有分红

399
00:11:52,870 --> 00:11:55,330
因为光靠股价根本赚不到钱

400
00:11:55,330 --> 00:11:55,879
没错

401
00:11:55,879 --> 00:11:59,840
美国运通支付给我一千一百七十美元

402
00:11:59,850 --> 00:12:02,289
我想我从特斯拉对冲中获得了一些股息

403
00:12:02,289 --> 00:12:05,568
是的谷歌麦道加尔会支付我一百八十六美元对吧

404
00:12:05,568 --> 00:12:10,208
然后你要考虑所有我的私人投资组合和来自这些的股息收入

405
00:12:10,208 --> 00:12:12,259
我轻松就能覆盖

406
00:12:12,820 --> 00:12:13,840
我们现在在想什么呢

407
00:12:13,840 --> 00:12:15,659
今年数十万美元

408
00:12:15,659 --> 00:12:18,419
来自不同投资组合的股息收入

409
00:12:19,659 --> 00:12:20,419
不错

410
00:12:20,419 --> 00:12:22,220
现在不错啊

411
00:12:22,220 --> 00:12:23,580
当然这不是一蹴而就的

412
00:12:23,580 --> 00:12:25,240
已经积累了十七年

413
00:12:25,240 --> 00:12:27,200
就所有我的投资组合而言

414
00:12:27,200 --> 00:12:29,720
而公开持仓自2018年起在积累

415
00:12:29,720 --> 00:12:31,080
所以到达这里花了很长时间

416
00:12:31,080 --> 00:12:33,019
但故事的核心在于

417
00:12:33,019 --> 00:12:34,299
你需要继续构建

418
00:12:34,299 --> 00:12:35,080
并赚钱

419
00:12:35,080 --> 00:12:37,049
无论市场状况如何

420
00:12:37,049 --> 00:12:38,769
分红股票就是你的方法

421
00:12:38,769 --> 00:12:41,129
猜怎么着如果市场处于下跌趋势

422
00:12:41,129 --> 00:12:42,690
而我正在赚取所有股息收入

423
00:12:42,690 --> 00:12:46,909
我可以拿这笔钱以极低价格买入更多优质公司

424
00:12:46,909 --> 00:12:48,809
这就是一种方式

425
00:12:48,809 --> 00:12:51,389
你完全可以保护投资组合并让自己处于

426
00:12:51,389 --> 00:12:54,350
无需只担心收支的情况

427
00:12:54,350 --> 00:12:55,120
没错

428
00:12:55,120 --> 00:12:57,720
另一种方式是做对冲

429
00:12:57,720 --> 00:12:58,879
这可能不适合所有人

430
00:12:58,879 --> 00:13:01,399
但要知道有办法可以对冲投资组合

431
00:13:01,399 --> 00:13:02,220
有很多不同方法

432
00:13:02,220 --> 00:13:04,940
我私人群里有一个很棒的视频啊

433
00:13:04,940 --> 00:13:06,559
那个视频大概快一个小时长

434
00:13:06,559 --> 00:13:08,720
深入讲解各种对冲策略

435
00:13:08,720 --> 00:13:11,710
今年我使用的一种是TSLZ

436
00:13:11,710 --> 00:13:13,409
这是对特斯拉的两倍杠杆

437
00:13:13,409 --> 00:13:15,090
我使用它的原因是

438
00:13:15,090 --> 00:13:18,649
如果纳斯达克遭受重大打击

439
00:13:18,649 --> 00:13:19,369
这可能不会发生

440
00:13:19,369 --> 00:13:21,048
但如果真的发生

441
00:13:21,048 --> 00:13:23,068
股价通常会剧烈下跌

442
00:13:23,068 --> 00:13:24,489
这是对此的两倍杠杆

443
00:13:24,489 --> 00:13:24,808
所以

444
00:13:24,808 --> 00:13:26,860
假设纳斯达克下跌

445
00:13:26,860 --> 00:13:29,399
假设纳斯达克下跌10%

446
00:13:29,399 --> 00:13:33,720
TSLZ可能下跌20%或30%

447
00:13:33,720 --> 00:13:37,159
因为在下跌市场中特斯拉跌幅远超纳斯达克

448
00:13:37,159 --> 00:13:38,759
然后叠加两倍杠杆

449
00:13:38,759 --> 00:13:40,609
也就是说可能上涨40%

450
00:13:40,609 --> 00:13:44,200
转眼我就赚了数十万美元利润

451
00:13:44,200 --> 00:13:46,919
然后我可以在市场下跌时卖出

452
00:13:46,919 --> 00:13:49,659
然后投入那些非常非常便宜的股票

453
00:13:49,659 --> 00:13:51,019
没错，这就是对冲

454
00:13:51,019 --> 00:13:52,039
有很多种方法可以操作

455
00:13:52,039 --> 00:13:52,559
你可以这样做

456
00:13:52,559 --> 00:13:55,169
这是我今年选择的一种

457
00:13:55,169 --> 00:13:56,929
而对冲通常

458
00:13:56,929 --> 00:13:58,210
我最终能从中获利

459
00:13:58,210 --> 00:13:59,190
如果我不这样做

460
00:13:59,190 --> 00:14:00,330
这也没关系

461
00:14:00,330 --> 00:14:01,549
因为如果我不

462
00:14:01,549 --> 00:14:04,629
通常是在市场大幅上涨时

463
00:14:04,629 --> 00:14:07,950
对冲通常用少量资金操作

464
00:14:07,950 --> 00:14:09,590
我的大部分资金处于长期持仓

465
00:14:09,590 --> 00:14:12,559
总的来说结果会是

466
00:14:12,559 --> 00:14:13,379
如果你告诉我什么

467
00:14:13,379 --> 00:14:15,820
我宁愿纳斯达克跌10%或涨10%

468
00:14:15,820 --> 00:14:16,580
我是说

469
00:14:16,580 --> 00:14:18,039
如果纳斯达克上涨10%

470
00:14:18,039 --> 00:14:20,879
我的持仓将大幅增值

471
00:14:20,879 --> 00:14:23,379
公开账户可能增至450万美元

472
00:14:23,379 --> 00:14:25,159
在这样的环境中可能达到五百万美元

473
00:14:25,159 --> 00:14:25,799
没错

474
00:14:27,058 --> 00:14:28,418
这可能会走反方向

475
00:14:28,418 --> 00:14:28,658
我是说

476
00:14:28,658 --> 00:14:29,859
仍有可能继续上涨

477
00:14:29,859 --> 00:14:31,418
如果特斯拉股价疲软

478
00:14:31,418 --> 00:14:32,979
但通常纳斯达克上涨时

479
00:14:32,979 --> 00:14:33,979
特斯拉也会上涨

480
00:14:33,979 --> 00:14:34,558
所以是的

481
00:14:34,558 --> 00:14:34,999
你说

482
00:14:34,999 --> 00:14:35,219
好的

483
00:14:35,219 --> 00:14:36,359
这些投资会亏损

484
00:14:36,359 --> 00:14:37,798
最终不得不以亏损卖出

485
00:14:37,798 --> 00:14:38,538
没关系

486
00:14:38,538 --> 00:14:40,879
因为公开账户可能获利百万左右

487
00:14:40,879 --> 00:14:41,099
没错

488
00:14:41,099 --> 00:14:42,019
所以你知道的

489
00:14:42,019 --> 00:14:44,309
有得有失，对吧

490
00:14:44,309 --> 00:14:44,950
这就是关键

491
00:14:44,950 --> 00:14:45,750
我经常做对

492
00:14:45,750 --> 00:14:46,289
人们说

493
00:14:46,289 --> 00:14:48,309
如何在市场动荡中保持冷静

494
00:14:48,309 --> 00:14:49,529
我经常看到评论

495
00:14:49,529 --> 00:14:50,820
当市场经历波动时

496
00:14:50,820 --> 00:14:51,759
人们谈论市场

497
00:14:51,759 --> 00:14:54,279
感谢视频帮助他们保持理性

498
00:14:54,279 --> 00:14:57,220
因为他们对市场反应过度

499
00:14:57,220 --> 00:14:59,659
尤其是许多新投资者在第一年或两年

500
00:14:59,659 --> 00:15:00,379
投资理财

501
00:15:00,379 --> 00:15:02,279
这就是我保持冷静的方法

502
00:15:02,279 --> 00:15:02,899
第一步

503
00:15:02,899 --> 00:15:04,259
我在这个行业已经十七年了

504
00:15:04,259 --> 00:15:05,440
经历了许多起伏跌宕

505
00:15:05,440 --> 00:15:06,980
我正是在金融危机期间起步的

506
00:15:06,980 --> 00:15:08,919
在金融危机期间需要记住

507
00:15:08,919 --> 00:15:10,039
指数暴跌了50%

508
00:15:10,039 --> 00:15:12,220
而且这种情况几乎从不发生

509
00:15:12,220 --> 00:15:13,720
而我经历过这一切

510
00:15:13,720 --> 00:15:14,879
正是那时我开始行动

511
00:15:14,879 --> 00:15:17,669
那段时期我们经历了疫情暴跌

512
00:15:17,669 --> 00:15:18,009
没错

513
00:15:18,009 --> 00:15:22,179
疫情暴跌是历史上最快的股市崩盘

514
00:15:22,179 --> 00:15:24,220
标普500指数仿佛天崩地裂

515
00:15:24,220 --> 00:15:25,080
我认为当时下跌了30%

516
00:15:25,080 --> 00:15:25,620
5个百分点

517
00:15:25,620 --> 00:15:26,379
瞬间暴跌

518
00:15:26,379 --> 00:15:27,340
简直疯狂

519
00:15:27,340 --> 00:15:29,479
随后又迎来V型复苏

520
00:15:29,479 --> 00:15:30,678
我们经历了2018年末

521
00:15:30,678 --> 00:15:32,269
那段时间非常痛苦

522
00:15:32,269 --> 00:15:34,769
我们经历了太多疯狂的事

523
00:15:34,769 --> 00:15:38,070
十七年的经验确实帮助巨大

524
00:15:41,809 --> 00:15:44,090
第二点是我始终保持冷静

525
00:15:44,090 --> 00:15:44,210
因为

526
00:15:44,210 --> 00:15:45,460
我的脸都被口罩遮住了

527
00:15:45,460 --> 00:15:48,200
能度过风暴的伟大公司

528
00:15:48,200 --> 00:15:50,019
通常财务报表都很出色

529
00:15:50,019 --> 00:15:50,860
强大的资产负债表

530
00:15:50,860 --> 00:15:51,779
健康的现金流

531
00:15:51,779 --> 00:15:52,519
它们不会像

532
00:15:52,519 --> 00:15:52,820
哦

533
00:15:52,820 --> 00:15:53,840
这像个问号

534
00:15:53,840 --> 00:15:55,139
这家公司能否实现营收

535
00:15:55,139 --> 00:15:57,109
或者会破产倒闭

536
00:15:57,109 --> 00:15:58,548
然后我持有分红股票

537
00:15:58,548 --> 00:16:00,649
所以我总在投资组合中注入资金

538
00:16:00,649 --> 00:16:02,340
我的收入超过支出

539
00:16:02,340 --> 00:16:03,460
我有对冲策略

540
00:16:03,460 --> 00:16:04,840
所有基础都已覆盖

541
00:16:04,840 --> 00:16:06,620
为股市布局

542
00:16:06,620 --> 00:16:08,249
市场平稳如常

543
00:16:08,249 --> 00:16:09,548
股市表现优异

544
00:16:09,548 --> 00:16:12,109
我以更低价格买入更多公司

545
00:16:12,109 --> 00:16:12,729
你知道的

546
00:16:12,729 --> 00:16:13,589
坐在参议院

547
00:16:13,589 --> 00:16:14,828
面对市场崩盘

548
00:16:14,828 --> 00:16:15,269
太棒了

549
00:16:15,269 --> 00:16:16,909
然后我以疯狂价格买入股票

550
00:16:16,909 --> 00:16:17,629
低价

551
00:16:17,629 --> 00:16:19,690
我的绿篱疯狂生长

552
00:16:19,690 --> 00:16:21,509
所有股息收入源源不断

553
00:16:21,509 --> 00:16:24,649
我也能用股息资金在低谷期买入

554
00:16:24,649 --> 00:16:26,269
这太美妙了所以无论如何

555
00:16:26,269 --> 00:16:29,230
我现在全面覆盖了所有投资面

556
00:16:29,230 --> 00:16:30,610
如果你是新投资者

557
00:16:30,610 --> 00:16:32,879
很难一次性全面布局

558
00:16:32,879 --> 00:16:34,159
你需要分阶段进行

559
00:16:34,159 --> 00:16:36,480
也需要跨越几年时间

560
00:16:36,480 --> 00:16:37,320
你可能会说

561
00:16:37,320 --> 00:16:39,230
我不管市场怎么波动

562
00:16:39,230 --> 00:16:40,710
在第一年或两年内

563
00:16:40,710 --> 00:16:41,570
你会感到压力

564
00:16:41,570 --> 00:16:42,070
你会担忧

565
00:16:42,070 --> 00:16:44,190
因为你可能还没全面布局且缺乏经验

566
00:16:44,190 --> 00:16:45,649
你还不够成熟

567
00:16:45,649 --> 00:16:46,029
没错

568
00:16:46,029 --> 00:16:49,408
你也可能没看到成功

569
00:16:49,408 --> 00:16:51,370
我确实看到了成功

570
00:16:51,370 --> 00:16:52,529
我享受了假期

571
00:16:52,529 --> 00:16:53,509
我住进了豪宅

572
00:16:53,509 --> 00:16:54,610
我驾驶了豪车

573
00:16:54,610 --> 00:16:55,629
我购置了物品

574
00:16:55,629 --> 00:16:57,049
我去了高档餐厅

575
00:16:57,049 --> 00:16:57,750
我全都体验过了

576
00:16:57,750 --> 00:16:59,328
我见证了成功

577
00:16:59,328 --> 00:17:00,688
如果你是新投资者

578
00:17:00,688 --> 00:17:02,328
你可能还没看到成功

579
00:17:02,328 --> 00:17:05,289
这会让你产生怀疑

580
00:17:05,289 --> 00:17:06,710
因为你还没亲眼见到

581
00:17:06,710 --> 00:17:08,289
一旦亲历成功

582
00:17:08,289 --> 00:17:09,309
其中一部分

583
00:17:09,309 --> 00:17:11,029
我想一切都会变得容易

584
00:17:11,029 --> 00:17:12,869
所以只需坚持足够久

585
00:17:12,869 --> 00:17:14,170
才能真正感受这一部分

586
00:17:14,170 --> 00:17:14,750
你会说

587
00:17:14,750 --> 00:17:16,789
哦 这游戏还挺有趣

588
00:17:16,789 --> 00:17:17,460
没错

589
00:17:17,460 --> 00:17:18,920
接下来这里

590
00:17:18,920 --> 00:17:21,619
理解市场是短期戏剧

591
00:17:21,619 --> 00:17:22,839
我展示的是季节性规律

592
00:17:22,839 --> 00:17:24,598
仅从过去几年市场数据

593
00:17:24,598 --> 00:17:26,919
那里充满戏剧性波动

594
00:17:26,919 --> 00:17:28,618
大量大幅上涨行情

595
00:17:28,618 --> 00:17:29,479
市场大幅上涨

596
00:17:29,479 --> 00:17:30,398
一个月涨6%

597
00:17:30,398 --> 00:17:33,759
没错 我看到市场大幅下跌

598
00:17:33,759 --> 00:17:34,900
一个月跌9%

599
00:17:34,900 --> 00:17:36,089
一个月跌8%

600
00:17:36,089 --> 00:17:37,309
这是一部戏剧类节目

601
00:17:37,309 --> 00:17:38,029
短期

602
00:17:38,029 --> 00:17:39,369
但归根结底

603
00:17:39,369 --> 00:17:41,289
股市是一个巨大的赚钱机器

604
00:17:41,289 --> 00:17:44,539
长期来看我们知道它是一个巨大的赚钱机器

605
00:17:44,539 --> 00:17:47,500
长期来看只需理解短期戏剧性

606
00:17:47,500 --> 00:17:48,740
长期成功

607
00:17:48,740 --> 00:17:49,299
没错

608
00:17:49,299 --> 00:17:50,200
没有痛苦

609
00:17:50,200 --> 00:17:51,250
没有收获

610
00:17:51,250 --> 00:17:51,869
不

611
00:17:51,869 --> 00:17:52,769
我已发布在内部

612
00:17:52,769 --> 00:17:53,450
我的私人股票群

613
00:17:53,450 --> 00:17:54,210
如果你想申请的话

614
00:17:54,210 --> 00:17:55,589
顺便加入我的私人股票群

615
00:17:55,589 --> 00:17:58,220
链接始终在下方描述区域

616
00:17:58,220 --> 00:17:59,019
我说啊

617
00:17:59,019 --> 00:17:59,680
我们该怎么做

618
00:17:59,680 --> 00:18:00,640
我几小时前刚发过

619
00:18:00,640 --> 00:18:00,880
我说

620
00:18:00,880 --> 00:18:02,799
在过山车行情或熊市中我们该怎么做

621
00:18:02,799 --> 00:18:04,269
一项研究工作

622
00:18:04,269 --> 00:18:05,749
投入工作控制

623
00:18:05,749 --> 00:18:06,509
你能控制的部分

624
00:18:06,509 --> 00:18:07,108
你可以控制

625
00:18:07,108 --> 00:18:09,349
如果市场或个股短期上涨

626
00:18:09,349 --> 00:18:12,710
那这就是需要投入研究的工作

627
00:18:12,710 --> 00:18:13,309
你可以控制

628
00:18:13,309 --> 00:18:14,509
如果你参加财报电话会议

629
00:18:14,509 --> 00:18:15,309
你可以控制

630
00:18:15,309 --> 00:18:17,789
如果你在千倍谈网站做预测分析

631
00:18:17,789 --> 00:18:18,509
你可以控制

632
00:18:18,509 --> 00:18:19,690
如果你在分析估值

633
00:18:19,690 --> 00:18:22,009
如果你在分析损益表和资产负债表

634
00:18:22,009 --> 00:18:22,710
你可以控制

635
00:18:22,710 --> 00:18:25,369
所有这些都由你决定

636
00:18:25,369 --> 00:18:29,430
第二点买入优质公司的更多股份增加持股比例

637
00:18:29,430 --> 00:18:33,700
第三点享受旅程和所有波折

638
00:18:33,859 --> 00:18:34,859
这样做

639
00:18:34,859 --> 00:18:35,460
好的

640
00:18:35,460 --> 00:18:38,319
当我2015年搬到拉斯维加斯

641
00:18:38,319 --> 00:18:41,980
搬进了太阳城亨德森社区

642
00:18:41,980 --> 00:18:42,519
好的

643
00:18:42,519 --> 00:18:45,200
我们住进了一间三居室公寓

644
00:18:45,200 --> 00:18:48,079
公寓面积约1200平方英尺

645
00:18:48,079 --> 00:18:50,380
当时我只有一个孩子

646
00:18:50,380 --> 00:18:51,359
嗯

647
00:18:51,359 --> 00:18:54,440
他刚满一岁或还没到一岁

648
00:18:54,440 --> 00:18:55,839
我和妻子搬了进去

649
00:18:55,839 --> 00:18:57,140
顺便说我现在有三个孩子

650
00:18:57,140 --> 00:18:59,460
嗯，住在公寓里

651
00:18:59,460 --> 00:19:00,900
你知道离公寓很近

652
00:19:00,900 --> 00:19:03,279
这是个难以置信的社区

653
00:19:03,279 --> 00:19:05,400
我还记得开车经过这个社区

654
00:19:05,400 --> 00:19:06,619
当我去健身房时

655
00:19:06,619 --> 00:19:07,160
那里有个健身房

656
00:19:07,160 --> 00:19:08,960
我以前常去的是EOS健身

657
00:19:08,960 --> 00:19:11,259
好的，为了去那个健身房

658
00:19:11,259 --> 00:19:13,660
我必须经过这个特定的社区

659
00:19:13,660 --> 00:19:16,390
啊，那里真是太美了

660
00:19:16,390 --> 00:19:18,950
这里有座在山上的房子

661
00:19:18,950 --> 00:19:21,150
它们俯瞰整个城市

662
00:19:21,150 --> 00:19:23,690
我只是看着那些房子，你简直

663
00:19:23,690 --> 00:19:24,239
啊

664
00:19:24,239 --> 00:19:27,719
它们真是太美了，然后看向社区

665
00:19:27,719 --> 00:19:32,078
这里就像亿万富翁居住的社区，住着高净值人群

666
00:19:32,078 --> 00:19:33,380
天啊

667
00:19:33,380 --> 00:19:35,740
简直就是 gated 社区

668
00:19:35,740 --> 00:19:38,490
真是太美了，对吧，呃

669
00:19:38,490 --> 00:19:43,829
下周我将拿到正在建造的社区新房钥匙

670
00:19:43,829 --> 00:19:44,699
对

671
00:19:44,699 --> 00:19:47,459
想想2015年我从哪里来

672
00:19:47,459 --> 00:19:51,619
从那间三居室公寓到如今拿到新房钥匙

673
00:19:51,619 --> 00:19:56,289
我们在那个社区建了十多年

674
00:19:56,289 --> 00:19:57,410
不是一蹴而就的

675
00:19:57,410 --> 00:19:58,970
耗时十多年

676
00:19:58,970 --> 00:20:01,329
但最终还是实现了

677
00:20:01,329 --> 00:20:06,619
所以明白需要时间，不会 overnight

678
00:20:06,619 --> 00:20:09,660
但如果你想达成目标

679
00:20:09,660 --> 00:20:12,119
你必须要有耐心

680
00:20:12,119 --> 00:20:13,980
还要付出努力

681
00:20:13,980 --> 00:20:15,900
如果没有耐心

682
00:20:16,299 --> 00:20:17,339
会很艰难

683
00:20:17,339 --> 00:20:18,819
对你来说会很艰难

684
00:20:18,819 --> 00:20:20,609
如果不愿付出努力

685
00:20:20,609 --> 00:20:22,130
对你来说会很艰难

686
00:20:22,130 --> 00:20:22,650
好的

687
00:20:22,650 --> 00:20:25,029
所以明白一切都在你面前

688
00:20:25,029 --> 00:20:25,990
无论你的梦想

689
00:20:25,990 --> 00:20:28,410
无论你想在那里成功

690
00:20:28,410 --> 00:20:30,619
无论你想做什么，对我来说

691
00:20:30,619 --> 00:20:31,500
这曾是大目标

692
00:20:31,500 --> 00:20:32,779
我一直喜欢那个社区

693
00:20:32,779 --> 00:20:33,579
我总想啊

694
00:20:33,579 --> 00:20:35,779
拥有俯瞰整个城市的房子该多棒

695
00:20:35,779 --> 00:20:39,470
对，现在我有了，而对你可能不同

696
00:20:39,470 --> 00:20:40,750
也许你想环游世界

697
00:20:40,750 --> 00:20:42,210
也许想早退休

698
00:20:42,210 --> 00:20:44,900
也许想创业并赚到钱

699
00:20:44,900 --> 00:20:46,720
也许只想照顾家人

700
00:20:46,720 --> 00:20:49,859
你知道有无数种原因

701
00:20:49,859 --> 00:20:51,960
但你要明白你能做到

702
00:20:51,960 --> 00:20:53,259
你绝对能做到

703
00:20:53,259 --> 00:20:54,490
但这需要时间

704
00:20:54,490 --> 00:20:55,990
需要大量工作

705
00:20:55,990 --> 00:20:58,109
记住这一点

706
00:20:58,109 --> 00:20:59,309
但永远保持信心

707
00:20:59,309 --> 00:21:00,730
永远保持信心

708
00:21:00,730 --> 00:21:01,490
第二点

709
00:21:01,490 --> 00:21:02,410
我们来谈谈股票

710
00:21:02,410 --> 00:21:04,559
我想重仓买入但不

711
00:21:04,559 --> 00:21:05,779
其实这不是SaaS股票

712
00:21:05,779 --> 00:21:07,480
因为我之前已经重仓买入这类股票

713
00:21:07,480 --> 00:21:08,400
最近几个月

714
00:21:08,400 --> 00:21:08,480
现在

715
00:21:08,480 --> 00:21:09,079
在此时此刻

716
00:21:09,079 --> 00:21:10,539
没人能触及我最爱的旅游股

717
00:21:10,539 --> 00:21:11,700
好的

718
00:21:12,140 --> 00:21:15,480
某些公司在这些业务上拥有惊人护城河

719
00:21:15,480 --> 00:21:16,160
好的

720
00:21:16,160 --> 00:21:17,180
难以置信

721
00:21:17,180 --> 00:21:20,019
这类公司的位置

722
00:21:22,500 --> 00:21:26,119
几乎无法直接竞争

723
00:21:26,119 --> 00:21:27,259
你可以尝试

724
00:21:27,259 --> 00:21:30,420
但它们难以被拆解

725
00:21:30,420 --> 00:21:36,279
假设我开一家服装零售店很难建立护城河

726
00:21:36,279 --> 00:21:38,339
假设我有个天才策略

727
00:21:38,339 --> 00:21:41,460
效果很好比如买三件牛仔裤

728
00:21:41,460 --> 00:21:46,049
免费送两件牛仔裤且定价精准到

729
00:21:46,049 --> 00:21:46,470
你知道的

730
00:21:46,470 --> 00:21:48,670
我 somehow 做得这么好

731
00:21:49,230 --> 00:21:50,269
任何人都能复制

732
00:21:50,269 --> 00:21:52,029
任何人都能卖牛仔裤

733
00:21:52,029 --> 00:21:54,029
沃尔玛和Target都能卖牛仔裤

734
00:21:54,029 --> 00:21:56,179
每个商场的百货店都能卖牛仔裤

735
00:21:56,179 --> 00:21:57,019
这并非如此

736
00:21:57,019 --> 00:21:58,398
我没有护城河

737
00:21:58,398 --> 00:22:00,618
如果我的小技巧卖三件牛仔裤

738
00:22:00,618 --> 00:22:02,190
还能免费送两件

739
00:22:02,190 --> 00:22:04,950
别人就能复制这个模型

740
00:22:04,950 --> 00:22:06,670
这个商业模式没有护城河

741
00:22:06,670 --> 00:22:08,230
确实没有护城河

742
00:22:08,230 --> 00:22:10,829
这家公司拥有惊人护城河

743
00:22:10,829 --> 00:22:15,619
这就是X P美国运通

744
00:22:15,619 --> 00:22:20,140
我要买入这家公司所有股份

745
00:22:20,140 --> 00:22:24,099
持有五年到十年

746
00:22:24,099 --> 00:22:26,140
为了说明情况

747
00:22:26,140 --> 00:22:28,960
这家公司护城河有多强

748
00:22:28,960 --> 00:22:30,339
好的

749
00:22:30,859 --> 00:22:34,099
我想展示一件我认为你会感兴趣的

750
00:22:35,299 --> 00:22:37,180
你知道沃伦·巴菲特的第二大投资是什么吗

751
00:22:37,180 --> 00:22:40,660
这是他投资组合中的第二大投资

752
00:22:40,660 --> 00:22:42,170
这是一个公司名称

753
00:22:42,170 --> 00:22:43,490
美国运通

754
00:22:43,490 --> 00:22:46,490
现在巴菲特是一位非常著名的投资者

755
00:22:46,490 --> 00:22:47,809
不仅仅因为他的净资产

756
00:22:47,809 --> 00:22:48,950
而是因为他的成功

757
00:22:48,950 --> 00:22:50,250
但更重要的是

758
00:22:51,720 --> 00:22:54,019
他对企业护城河的理解

759
00:22:54,019 --> 00:22:56,119
以及企业如何长期成功

760
00:22:56,119 --> 00:22:58,880
因为巴菲特考虑的是将股票持有至生命尽头

761
00:22:58,880 --> 00:23:02,039
没错，这不仅仅因为他现在九十岁左右

762
00:23:02,039 --> 00:23:03,809
这是他一直以来的思维方式

763
00:23:03,809 --> 00:23:06,150
他考虑的时间跨度远超我

764
00:23:06,150 --> 00:23:08,329
我在考虑公司未来

765
00:23:08,329 --> 00:23:10,309
大概三到七年

766
00:23:10,309 --> 00:23:11,109
没错

767
00:23:11,109 --> 00:23:13,789
巴菲特在考虑未来三到七年

768
00:23:13,789 --> 00:23:15,190
这其中存在差异

769
00:23:15,190 --> 00:23:17,880
他堪称超长期

770
00:23:17,880 --> 00:23:18,720
长期投资者

771
00:23:18,720 --> 00:23:20,059
我也是长期投资者

772
00:23:20,059 --> 00:23:21,450
他思考的是

773
00:23:21,450 --> 00:23:22,049
是的

774
00:23:22,049 --> 00:23:23,549
所以当他买入一家公司

775
00:23:23,549 --> 00:23:25,509
必须深入了解该业务

776
00:23:25,509 --> 00:23:28,690
并确认其具备商业护城河

777
00:23:28,690 --> 00:23:30,519
这几乎是必然的

778
00:23:30,519 --> 00:23:31,999
观察他的重大投资

779
00:23:31,999 --> 00:23:32,378
天啊

780
00:23:32,378 --> 00:23:33,859
确实如此，苹果公司只是

781
00:23:33,859 --> 00:23:35,660
你知道有很多手机制造商

782
00:23:35,660 --> 00:23:36,680
但归根结底苹果

783
00:23:36,680 --> 00:23:38,579
我们深知其护城河无比强大

784
00:23:38,579 --> 00:23:39,289
没错

785
00:23:39,289 --> 00:23:39,930
美国运通

786
00:23:39,930 --> 00:23:41,029
我们稍后详细讨论

787
00:23:41,029 --> 00:23:42,409
可口可乐

788
00:23:42,409 --> 00:23:44,048
当然任何人都能生产

789
00:23:44,048 --> 00:23:44,729
你知道碳酸饮料

790
00:23:44,729 --> 00:23:45,249
但天啊

791
00:23:45,249 --> 00:23:48,169
你能与可口可乐的分销网络竞争吗

792
00:23:48,169 --> 00:23:49,288
及其定价策略

793
00:23:49,288 --> 00:23:50,440
和营销能力

794
00:23:50,440 --> 00:23:50,839
没错

795
00:23:50,839 --> 00:23:52,099
及其用户基础

796
00:23:52,099 --> 00:23:54,000
即这些产品的客户群体

797
00:23:54,000 --> 00:23:55,539
这几乎不可能

798
00:23:55,539 --> 00:23:57,259
美国银行、埃克森美孚

799
00:23:57,259 --> 00:23:58,440
这些公司堪称卓越

800
00:23:58,440 --> 00:23:58,779
对

801
00:23:58,779 --> 00:24:00,819
还有巴菲特的护城河

802
00:24:00,819 --> 00:24:01,519
你知道的

803
00:24:01,519 --> 00:24:02,380
请记住

804
00:24:02,380 --> 00:24:03,900
他一直在去杠杆

805
00:24:03,900 --> 00:24:04,579
如果有的话

806
00:24:04,579 --> 00:24:05,660
我想说去杠杆

807
00:24:05,660 --> 00:24:06,619
但卖出持仓

808
00:24:06,619 --> 00:24:07,660
但他仍然持有

809
00:24:07,660 --> 00:24:08,779
美国运通

810
00:24:08,779 --> 00:24:10,839
作为二十强非常强劲

811
00:24:10,839 --> 00:24:12,059
他拥有两家

812
00:24:12,059 --> 00:24:13,309
加上公司

813
00:24:13,309 --> 00:24:14,390
我不会感到意外

814
00:24:14,390 --> 00:24:16,690
如果巴菲特开始更多买入美国运通股票

815
00:24:16,690 --> 00:24:17,549
我们将看看会发生什么

816
00:24:17,549 --> 00:24:20,279
但我不意外他会审视并想

817
00:24:20,279 --> 00:24:23,159
我现在必须买入更多这只股票

818
00:24:23,159 --> 00:24:26,638
我想让AI展示你们看这个护城河有多强

819
00:24:26,638 --> 00:24:28,419
这样你们能真正理解这一点

820
00:24:28,419 --> 00:24:31,128
好的，是什么让美国运通有如此强的护城河

821
00:24:31,128 --> 00:24:32,229
以及为什么这是优秀公司

822
00:24:32,229 --> 00:24:35,068
你可以买入并持有五到十年

823
00:24:35,068 --> 00:24:35,989
十五年

824
00:24:35,989 --> 00:24:36,569
没错

825
00:24:36,569 --> 00:24:39,869
封闭的新闭环网络和数据优势

826
00:24:39,869 --> 00:24:43,470
美国运通控制交易的消费者和商户端

827
00:24:43,470 --> 00:24:46,740
这让他们能收集消费习惯的宝贵数据

828
00:24:46,740 --> 00:24:48,160
从而实现个性化

829
00:24:48,160 --> 00:24:51,240
高价值奖励吸引高净值客户

830
00:24:51,240 --> 00:24:56,069
进而吸引愿意支付更高费用的优质商户

831
00:24:56,069 --> 00:24:58,609
高端品牌和优质客户群

832
00:24:58,609 --> 00:25:01,779
美国运通建立了高端品牌形象

833
00:25:01,779 --> 00:25:03,140
拥有持卡人基础

834
00:25:03,140 --> 00:25:07,599
通常更富裕且经济衰退时更稳定

835
00:25:07,599 --> 00:25:11,190
这一群体提供高密度消费

836
00:25:11,190 --> 00:25:14,990
意味着更低信用风险和更高价值收入

837
00:25:14,990 --> 00:25:16,230
这将更高

838
00:25:16,230 --> 00:25:17,970
混合交易收入

839
00:25:17,970 --> 00:25:18,750
百分之百

840
00:25:18,750 --> 00:25:19,130
没错

841
00:25:19,130 --> 00:25:22,700
想想我2015年住在三居室公寓时

842
00:25:22,700 --> 00:25:24,019
刚搬到拉斯维加斯时

843
00:25:24,019 --> 00:25:27,759
猜猜我当时还不是美国运通客户

844
00:25:27,759 --> 00:25:32,849
那时它并不符合我的需求

845
00:25:32,849 --> 00:25:34,150
现在我是美国运通客户

846
00:25:34,150 --> 00:25:35,049
我有一张金卡

847
00:25:35,049 --> 00:25:36,329
我妻子有白金卡

848
00:25:36,329 --> 00:25:37,210
或者其他什么卡

849
00:25:37,210 --> 00:25:39,579
我们是美国运通客户

850
00:25:39,579 --> 00:25:42,359
他们懂得如何营销并吸引用户

851
00:25:42,359 --> 00:25:43,259
你做得对

852
00:25:43,259 --> 00:25:45,359
无论是为了获得一份好工作

853
00:25:45,359 --> 00:25:48,819
还是当你的净资产大幅增长时

854
00:25:48,819 --> 00:25:50,900
独特的价值主张和生态系统

855
00:25:50,900 --> 00:25:52,880
公司大力投资福利

856
00:25:52,880 --> 00:25:53,400
旅行

857
00:25:53,400 --> 00:25:54,660
餐饮与娱乐

858
00:25:54,660 --> 00:25:57,329
猜猜有钱人喜欢什么

859
00:25:57,329 --> 00:25:59,609
这形成了高价值生态系统

860
00:25:59,609 --> 00:26:02,470
使用户难以转向竞争对手

861
00:26:02,470 --> 00:26:08,380
通过与奢侈品牌和高消费企业合作强化

862
00:26:08,380 --> 00:26:10,180
美国运通客户群体

863
00:26:10,180 --> 00:26:16,319
垂直整合发行方加网络，兼具发卡与支付网络

864
00:26:16,319 --> 00:26:20,279
不同于Visa和万事达卡，美国运通两者皆获

865
00:26:20,279 --> 00:26:22,960
从年费中获取收入

866
00:26:22,960 --> 00:26:25,839
作为贷款方和商户赚取利息

867
00:26:25,839 --> 00:26:27,339
作为网络收取刷卡费

868
00:26:27,339 --> 00:26:28,839
打造多元化

869
00:26:28,839 --> 00:26:30,970
稳健的收入流

870
00:26:30,970 --> 00:26:32,650
毕竟你可以办一张Visa卡

871
00:26:32,650 --> 00:26:33,390
你可能会说

872
00:26:33,390 --> 00:26:35,869
你知道信用卡可能通过嗯

873
00:26:35,869 --> 00:26:36,430
你知道的

874
00:26:36,430 --> 00:26:38,509
多家公司发行的Visa卡

875
00:26:38,509 --> 00:26:38,809
这是一种

876
00:26:38,809 --> 00:26:42,069
与Visa或万事达卡截然不同的商业模式

877
00:26:42,069 --> 00:26:44,049
没错，关于孰优孰劣的争论

878
00:26:44,049 --> 00:26:47,190
实际上我觉得

879
00:26:47,190 --> 00:26:50,549
我其实认为美国运通更有优势

880
00:26:50,549 --> 00:26:52,659
尽管Visa规模更大

881
00:26:52,659 --> 00:26:56,019
但我确实觉得因为美国运通掌控两端

882
00:26:56,019 --> 00:26:59,049
我认为美国运通商业模式更强大

883
00:26:59,049 --> 00:27:03,930
拥有超1.5亿在用卡及庞大网络

884
00:27:03,930 --> 00:27:07,069
系统对双方更具价值

885
00:27:07,069 --> 00:27:08,339
使用越频繁

886
00:27:08,339 --> 00:27:12,640
成为新竞争者的壁垒

887
00:27:12,640 --> 00:27:14,640
我几乎用美国运通支付所有消费

888
00:27:14,640 --> 00:27:15,740
真是麻烦

889
00:27:15,740 --> 00:27:17,539
如果哪里不能用美国运通

890
00:27:17,539 --> 00:27:21,329
老实说我想到的唯一地方

891
00:27:21,329 --> 00:27:23,170
我曾无法使用美国运通

892
00:27:23,170 --> 00:27:26,369
想想看这个地方

893
00:27:26,529 --> 00:27:28,490
就是Costco

894
00:27:28,490 --> 00:27:29,289
这让我很恼火

895
00:27:29,289 --> 00:27:29,690
当我

896
00:27:29,690 --> 00:27:30,650
尝试在Costco使用它时

897
00:27:30,650 --> 00:27:32,480
结果却无法使用

898
00:27:32,480 --> 00:27:33,119
我简直不敢相信

899
00:27:33,119 --> 00:27:36,039
顺便说一下，过去他们关系非常紧密

900
00:27:36,039 --> 00:27:36,720
那两个但嗯

901
00:27:36,720 --> 00:27:37,440
现在最大值

902
00:27:37,440 --> 00:27:40,029
现在在科斯科用不了了

903
00:27:40,029 --> 00:27:41,170
这让人非常沮丧

904
00:27:41,170 --> 00:27:43,950
但故事的寓意就像美国运通

905
00:27:43,950 --> 00:27:44,809
非常非常强大

906
00:27:44,809 --> 00:27:45,490
最终

907
00:27:45,490 --> 00:27:45,970
没错

908
00:27:45,970 --> 00:27:48,170
我们正在看千倍股票公司

909
00:27:48,170 --> 00:27:51,190
观察美国运通的营收时间线

910
00:27:51,190 --> 00:27:52,250
看看美国

911
00:27:52,250 --> 00:27:53,069
这就是我们现在的情况

912
00:27:53,069 --> 00:27:54,910
基于十二个月每股收益

913
00:27:54,910 --> 00:27:56,430
看看我们预期会去到哪里

914
00:27:56,430 --> 00:27:57,150
为什么呢

915
00:27:57,150 --> 00:27:59,009
公司正在增加净利润

916
00:27:59,009 --> 00:28:00,990
未来几年还会持续

917
00:28:00,990 --> 00:28:01,930
同时

918
00:28:01,930 --> 00:28:03,309
他们回购了大量股票

919
00:28:03,309 --> 00:28:07,480
这意味着每股收益大幅上升

920
00:28:07,480 --> 00:28:09,880
这里分析的是美国运通

921
00:28:09,880 --> 00:28:10,400
呃

922
00:28:10,400 --> 00:28:12,019
观察运营收入

923
00:28:12,019 --> 00:28:12,599
对的

924
00:28:12,599 --> 00:28:13,079
呃

925
00:28:13,079 --> 00:28:16,289
这里看股东权益

926
00:28:16,289 --> 00:28:17,009
呃

927
00:28:17,009 --> 00:28:22,670
看美国运通的流通股数量持续下降

928
00:28:22,670 --> 00:28:23,980
这才是我们想要看到的

929
00:28:23,980 --> 00:28:25,500
不希望这个数字上涨

930
00:28:25,500 --> 00:28:26,619
谈到公司股份

931
00:28:26,619 --> 00:28:28,640
这意味着股东被摊薄

932
00:28:28,640 --> 00:28:29,920
这说明股东权益

933
00:28:29,920 --> 00:28:32,079
你的持股比例在扩大

934
00:28:32,079 --> 00:28:34,039
显然你知道

935
00:28:34,039 --> 00:28:36,599
公司的资产负债表非常强劲

936
00:28:36,599 --> 00:28:40,150
对于股票来说十七倍市盈率是合理的

937
00:28:40,150 --> 00:28:42,990
我认为对于这种商业模式来说十七倍太低了

938
00:28:42,990 --> 00:28:45,269
我认为基于当前模式

939
00:28:45,269 --> 00:28:46,349
我不认为未来

940
00:28:46,349 --> 00:28:48,138
十七倍市盈率是合理的

941
00:28:48,138 --> 00:28:48,858
这是一个网站

942
00:28:48,858 --> 00:28:52,730
这种公司应交易在二十倍左右

943
00:28:52,730 --> 00:28:54,950
这就是为什么现在要买入这只股票

944
00:28:54,950 --> 00:28:57,619
因为我相信这只股票严重低估

945
00:28:57,619 --> 00:28:59,859
应交易在二十倍左右

946
00:28:59,859 --> 00:29:03,630
甚至可能更高二十倍而当前仅十七倍

947
00:29:03,630 --> 00:29:04,890
我们处于个位数

948
00:29:04,890 --> 00:29:05,710
太低了

949
00:29:05,710 --> 00:29:07,739
已经太低了接下来

950
00:29:07,739 --> 00:29:09,838
让我们谈谈我最喜欢的旅游股票

951
00:29:09,838 --> 00:29:12,719
我们正在考虑这些股票未来十年到二十年的发展

952
00:29:12,719 --> 00:29:16,670
因为婴儿潮一代已进入退休年龄

953
00:29:16,670 --> 00:29:16,990
现在

954
00:29:16,990 --> 00:29:18,049
有些人已经退休了

955
00:29:18,049 --> 00:29:20,069
许多将在未来十年退休

956
00:29:20,069 --> 00:29:21,818
基本上就是这个情况

957
00:29:23,259 --> 00:29:24,699
我可以说非常显著

958
00:29:24,699 --> 00:29:27,339
这些婴儿潮一代积累了大量财富

959
00:29:27,339 --> 00:29:28,660
他们在房地产中拥有大量资产

960
00:29:28,660 --> 00:29:29,940
他们在股市中拥有大量财富

961
00:29:29,940 --> 00:29:32,079
他们在债券中也持有大量资产

962
00:29:32,079 --> 00:29:32,980
没错，还有债券

963
00:29:32,980 --> 00:29:33,500
众所周知

964
00:29:33,500 --> 00:29:35,220
尤其是普通债券

965
00:29:35,220 --> 00:29:38,880
我们都清楚婴儿潮一代是历史上最富有的群体

966
00:29:38,880 --> 00:29:42,319
人们常开玩笑说婴儿潮一代

967
00:29:42,319 --> 00:29:45,809
当年一袋土豆就能换一套房子

968
00:29:45,809 --> 00:29:47,769
如今价值已超五百万美元

969
00:29:47,769 --> 00:29:48,049
没错

970
00:29:48,049 --> 00:29:49,490
人们总拿这些故事开玩笑

971
00:29:49,490 --> 00:29:51,349
但他们笑谈的原因是婴儿潮一代财力雄厚

972
00:29:51,349 --> 00:29:54,339
我们知道婴儿潮一代将进行大量旅行

973
00:29:54,339 --> 00:29:55,839
未来十年到二十年间

974
00:29:55,839 --> 00:29:57,279
会进行很多旅行，毕竟该做什么呢

975
00:29:57,279 --> 00:29:58,099
你拥有巨额财富

976
00:29:58,099 --> 00:29:58,759
你已退休

977
00:30:00,000 --> 00:30:00,990
打高尔夫球

978
00:30:00,990 --> 00:30:02,230
外出旅行

979
00:30:02,230 --> 00:30:03,630
去餐厅用餐

980
00:30:03,630 --> 00:30:04,349
诸如此类的事情

981
00:30:04,349 --> 00:30:05,859
你大概会尽情享受财富

982
00:30:05,859 --> 00:30:06,339
你知道的

983
00:30:06,339 --> 00:30:07,420
尤其是在健康状况良好的时候

984
00:30:07,420 --> 00:30:08,980
如果健康严重衰退

985
00:30:08,980 --> 00:30:09,619
当然

986
00:30:09,619 --> 00:30:12,319
最终不得不在医疗上花费大量资金

987
00:30:12,319 --> 00:30:14,400
但对于健康状况良好的婴儿潮一代

988
00:30:14,400 --> 00:30:16,000
未来十年到二十年间

989
00:30:16,000 --> 00:30:18,690
他们将进行大量旅行并享受生活

990
00:30:18,690 --> 00:30:18,950
没错

991
00:30:18,950 --> 00:30:19,849
活出精彩人生

992
00:30:19,849 --> 00:30:22,210
那么我真正喜爱的公司有哪些

993
00:30:22,210 --> 00:30:26,349
在我最爱的旅游股中首屈一指的是这家

994
00:30:26,349 --> 00:30:27,589
它是度假村运营商

995
00:30:27,589 --> 00:30:28,589
毫无争议

996
00:30:28,589 --> 00:30:30,289
当股价跌破一百美元时

997
00:30:30,289 --> 00:30:31,710
就是绝佳机会

998
00:30:31,710 --> 00:30:33,089
越接近百美元以下越好

999
00:30:33,089 --> 00:30:34,630
这确实是一笔钢铁交易

1000
00:30:34,630 --> 00:30:35,849
我超爱风能度假村

1001
00:30:35,849 --> 00:30:38,089
这是增长与价值的完美组合

1002
00:30:38,089 --> 00:30:40,230
因为他们中东物业即将上线

1003
00:30:40,230 --> 00:30:44,400
此外我们还将其视为价值分红股来考量

1004
00:30:44,400 --> 00:30:45,950
它通常不会被高估

1005
00:30:45,950 --> 00:30:49,509
尤其是考虑其市盈率通常不高

1006
00:30:49,509 --> 00:30:50,950
但当你考虑

1007
00:30:50,950 --> 00:30:52,410
他们有很多折旧费用

1008
00:30:52,410 --> 00:30:56,730
这些摊销数字让收益显得更低

1009
00:30:56,730 --> 00:30:58,369
如果你从更深层角度思考

1010
00:30:58,369 --> 00:30:59,750
比如调整后的ebitl基础

1011
00:30:59,750 --> 00:31:00,650
天啊

1012
00:31:00,650 --> 00:31:03,730
那价格真的极具吸引力且需注意

1013
00:31:03,730 --> 00:31:06,630
他们每年都要计提巨额折旧

1014
00:31:06,630 --> 00:31:06,970
你知道的

1015
00:31:06,970 --> 00:31:09,890
通常达数亿美元级别

1016
00:31:10,619 --> 00:31:13,759
我可以主张他们的物业无需折旧

1017
00:31:13,759 --> 00:31:15,559
我可以主张他们的物业

1018
00:31:15,559 --> 00:31:17,659
实际上在增值

1019
00:31:17,898 --> 00:31:20,299
比如风宫殿他们支付了

1020
00:31:20,299 --> 00:31:20,900
天啊

1021
00:31:20,900 --> 00:31:22,279
建造该物业需要多少成本

1022
00:31:22,279 --> 00:31:23,299
我记得是四亿美元

1023
00:31:23,299 --> 00:31:24,460
具体数字记不太清

1024
00:31:24,460 --> 00:31:25,279
四亿美元

1025
00:31:25,279 --> 00:31:27,420
我认为风能仍值四亿美元

1026
00:31:27,420 --> 00:31:29,920
这里拉斯维加斯的风 Encore

1027
00:31:29,920 --> 00:31:34,529
我相信他们在这些物业上的总投资是五点

1028
00:31:34,529 --> 00:31:35,269
五亿美元

1029
00:31:35,269 --> 00:31:37,890
我可能说是六亿美元

1030
00:31:39,000 --> 00:31:41,000
我认为现在这些物业价值远超投资

1031
00:31:41,000 --> 00:31:43,839
这些物业建于2006年和2009年

1032
00:31:43,839 --> 00:31:44,640
从开门营业的角度

1033
00:31:44,640 --> 00:31:46,500
或许更准确是2005年和2009年

1034
00:31:46,500 --> 00:31:47,259
嗯

1035
00:31:47,259 --> 00:31:49,259
在我看来这些物业

1036
00:31:49,259 --> 00:31:51,140
价值与建成时相当

1037
00:31:51,140 --> 00:31:52,699
甚至更高

1038
00:31:52,699 --> 00:31:56,459
你能想象如今重建风 Encore需要

1039
00:31:56,459 --> 00:31:57,858
在当前建筑成本下

1040
00:31:57,858 --> 00:31:59,979
所有成本都大幅上涨

1041
00:31:59,979 --> 00:32:02,029
包括拉斯维加斯地段费用

1042
00:32:03,230 --> 00:32:05,819
这是重要因素

1043
00:32:05,819 --> 00:32:08,049
我认为这是风股票被严重忽视的因素

1044
00:32:08,049 --> 00:32:11,470
此外吸引高端客户群体

1045
00:32:11,470 --> 00:32:12,950
我现在特别喜欢

1046
00:32:12,950 --> 00:32:16,450
结合预测市场、钙和聚市场

1047
00:32:16,450 --> 00:32:17,109
以及这些因素

1048
00:32:17,109 --> 00:32:20,009
还有在线赌博服务

1049
00:32:20,009 --> 00:32:23,170
所有这些事情，你可以看看那颗赢了的星星，然后说

1050
00:32:23,170 --> 00:32:23,890
我好害怕

1051
00:32:23,890 --> 00:32:26,049
因为现在人们在网上做了很多事情

1052
00:32:26,049 --> 00:32:28,569
听着兄弟，就像乔

1053
00:32:28,569 --> 00:32:29,130
你知道的

1054
00:32:29,130 --> 00:32:31,910
今晚在篮球赛上押十美元赌注

1055
00:32:31,910 --> 00:32:34,329
他根本没有赢客群的速度

1056
00:32:34,329 --> 00:32:34,769
好的

1057
00:32:34,769 --> 00:32:35,789
赢得客户群

1058
00:32:35,789 --> 00:32:37,240
这些人正在大笔花钱

1059
00:32:37,240 --> 00:32:37,819
没错

1060
00:32:37,819 --> 00:32:40,940
这些人玩二十一点每手一千美元

1061
00:32:40,940 --> 00:32:42,220
每手一万美元

1062
00:32:42,220 --> 00:32:43,160
就在那里

1063
00:32:43,160 --> 00:32:43,559
这里有个

1064
00:32:43,559 --> 00:32:47,779
那里有不同层次的人，这些人投入巨额资金

1065
00:32:47,779 --> 00:32:49,500
他们不想只在手机上操作

1066
00:32:49,500 --> 00:32:51,279
他们想亲自去那里

1067
00:32:51,279 --> 00:32:52,359
享受生活

1068
00:32:52,359 --> 00:32:54,119
我想被美丽的女人围绕

1069
00:32:54,119 --> 00:32:57,059
他们想在城里最好的餐厅用餐

1070
00:32:57,059 --> 00:32:57,720
对吧

1071
00:32:57,720 --> 00:33:01,289
享用无法想象的餐食，俱乐部包厢服务

1072
00:33:01,289 --> 00:33:02,529
他们想活出精彩人生

1073
00:33:02,529 --> 00:33:03,049
没错

1074
00:33:03,049 --> 00:33:04,329
如果你要投入这么多钱

1075
00:33:04,329 --> 00:33:06,289
不如去能让你享受的地方

1076
00:33:06,289 --> 00:33:06,930
当你投入这笔钱

1077
00:33:06,930 --> 00:33:08,130
而不是只在手机上玩

1078
00:33:08,130 --> 00:33:10,459
对吧，所以你要明白这是不同的

1079
00:33:10,459 --> 00:33:12,398
这是不同的客户群体

1080
00:33:12,398 --> 00:33:14,170
我总是告诉人们

1081
00:33:14,170 --> 00:33:17,089
如果你想真正理解他们的商业模式

1082
00:33:17,089 --> 00:33:17,869
去赌场看看

1083
00:33:17,869 --> 00:33:19,039
待在那里

1084
00:33:19,039 --> 00:33:20,420
去赌场

1085
00:33:20,420 --> 00:33:21,000
你知道的

1086
00:33:21,000 --> 00:33:22,980
去餐厅，你就会开始明白

1087
00:33:22,980 --> 00:33:23,420
好的

1088
00:33:23,420 --> 00:33:25,119
这里是一种完全不同的生活方式

1089
00:33:25,119 --> 00:33:27,430
没错，这就是他们的物业

1090
00:33:27,430 --> 00:33:29,990
确实是为了高端客户

1091
00:33:29,990 --> 00:33:31,289
你不必担心

1092
00:33:31,289 --> 00:33:31,809
比如

1093
00:33:31,809 --> 00:33:32,759
你知道的

1094
00:33:32,759 --> 00:33:35,359
如果这些人受到一点通胀影响

1095
00:33:35,359 --> 00:33:36,500
因为这不是他们的客户群体

1096
00:33:36,500 --> 00:33:37,779
客户群体其实

1097
00:33:37,779 --> 00:33:38,279
你知道的

1098
00:33:38,279 --> 00:33:41,279
拥有他们客户群体的人

1099
00:33:41,279 --> 00:33:43,500
确实是世界上最富有的前10%

1100
00:33:43,500 --> 00:33:45,519
也是全球收入最高的前10%

1101
00:33:45,519 --> 00:33:47,259
这能赢得客户基础

1102
00:33:47,259 --> 00:33:49,460
我喜欢花钱吸引这类人

1103
00:33:49,460 --> 00:33:53,160
因为你如果是喜欢赌博的人

1104
00:33:53,160 --> 00:33:53,779
这些风向

1105
00:33:53,779 --> 00:33:54,710
就是下注的地方

1106
00:33:54,710 --> 00:33:56,750
因为他们通常会对你最好

1107
00:33:56,750 --> 00:33:58,609
你也会有最佳体验

1108
00:33:58,609 --> 00:33:59,730
所以你知道

1109
00:33:59,730 --> 00:34:01,210
这就是底线

1110
00:34:01,210 --> 00:34:02,509
所以什么时候是优质股票

1111
00:34:02,509 --> 00:34:05,549
爱这个最爱这个第二是旅行

1112
00:34:05,549 --> 00:34:08,159
我最喜欢的还是金沙酒店

1113
00:34:08,159 --> 00:34:12,710
这个在我心中不如赢者受欢迎

1114
00:34:12,710 --> 00:34:14,630
但我仍然喜欢金沙

1115
00:34:14,630 --> 00:34:15,969
他们拥有惊人地产

1116
00:34:15,969 --> 00:34:17,510
包括新加坡项目

1117
00:34:17,510 --> 00:34:18,869
滨海湾金沙

1118
00:34:18,869 --> 00:34:20,519
这是标志性项目

1119
00:34:20,519 --> 00:34:23,420
我希望赢者能在中东复制

1120
00:34:23,420 --> 00:34:25,340
打造类似

1121
00:34:25,340 --> 00:34:27,900
简直令人惊叹

1122
00:34:27,900 --> 00:34:30,420
他们在新加坡滨海湾已做到

1123
00:34:30,420 --> 00:34:33,900
滨海湾金沙是全球最成功地产之一

1124
00:34:34,900 --> 00:34:38,289
他们还拥有

1125
00:34:38,650 --> 00:34:42,590
在澳门占据主导份额

1126
00:34:42,590 --> 00:34:44,909
而赢者在澳门确实成功

1127
00:34:44,909 --> 00:34:45,710
赚取大量利润

1128
00:34:45,710 --> 00:34:47,190
并在澳门拥有众多VIP

1129
00:34:47,190 --> 00:34:49,679
但金沙在澳门层次更高

1130
00:34:49,679 --> 00:34:50,820
就营收规模而言

1131
00:34:50,820 --> 00:34:53,219
因为他们澳门客房数量庞大

1132
00:34:53,219 --> 00:34:56,619
所以我依然看好金沙

1133
00:34:56,619 --> 00:35:00,429
不像以前金沙已失去拉斯维加斯地段

1134
00:35:00,429 --> 00:35:00,510
现在

1135
00:35:00,510 --> 00:35:03,349
因为他们多年前已出售拉斯维加斯帕拉佐

1136
00:35:03,349 --> 00:35:05,679
以及威尼斯人给另一家公司

1137
00:35:05,679 --> 00:35:08,938
因此不再参与

1138
00:35:08,938 --> 00:35:10,559
拉斯维加斯市场

1139
00:35:10,559 --> 00:35:12,099
但有趣的是

1140
00:35:12,099 --> 00:35:13,619
公司仍叫拉斯维加斯金沙

1141
00:35:13,619 --> 00:35:15,340
故事的寓意是拉斯维加斯

1142
00:35:15,340 --> 00:35:15,539
金沙

1143
00:35:15,539 --> 00:35:16,300
我还是喜欢这个

1144
00:35:16,300 --> 00:35:19,010
但远不及第三名

1145
00:35:19,010 --> 00:35:20,389
我喜欢嘉年华邮轮

1146
00:35:20,389 --> 00:35:21,250
嘉年华邮轮

1147
00:35:21,250 --> 00:35:24,090
显然这不是当前热门股票

1148
00:35:24,090 --> 00:35:25,570
因为整个石油局势

1149
00:35:25,570 --> 00:35:28,110
你知道他们没有在石油上进行对冲

1150
00:35:28,110 --> 00:35:30,250
你知道他们可能会影响未来一年的收益

1151
00:35:30,250 --> 00:35:31,409
所以请记住这一点

1152
00:35:31,409 --> 00:35:33,369
但总体而言我还是看好这只股票

1153
00:35:33,369 --> 00:35:35,329
如果我们考虑未来十年二十年

1154
00:35:35,329 --> 00:35:36,150
哇

1155
00:35:36,150 --> 00:35:37,269
我们知道千禧一代

1156
00:35:37,269 --> 00:35:38,750
他们喜欢乘邮轮旅行

1157
00:35:38,750 --> 00:35:42,849
未来许多年将有大量邮轮旅行需求

1158
00:35:42,849 --> 00:35:43,469
没错

1159
00:35:43,469 --> 00:35:47,809
嘉年华邮轮线是一家高性价比的邮轮运营商

1160
00:35:47,809 --> 00:35:52,150
一个家庭真的可以花不到一千美元就去邮轮旅行

1161
00:35:52,150 --> 00:35:54,519
没错

1162
00:35:54,519 --> 00:35:56,739
夫妻带着孩子去短途旅行

1163
00:35:56,739 --> 00:35:58,219
你知道三天的邮轮之旅或类似行程

1164
00:35:58,219 --> 00:35:59,980
花费不到一千美元就能实现

1165
00:35:59,980 --> 00:36:02,940
如今这样的假期并不多见

1166
00:36:02,940 --> 00:36:04,500
而且所有费用都包含在内对吧

1167
00:36:04,500 --> 00:36:05,019
包含餐饮

1168
00:36:05,019 --> 00:36:05,380
饮料

1169
00:36:05,380 --> 00:36:05,880
等等

1170
00:36:05,880 --> 00:36:09,719
如今很少有假期能让全家参与

1171
00:36:09,719 --> 00:36:13,148
你知道三晚行程花费不到一千美元

1172
00:36:13,148 --> 00:36:14,048
这几乎不可能

1173
00:36:14,048 --> 00:36:15,128
尤其是如果你想要

1174
00:36:15,128 --> 00:36:15,528
你知道的

1175
00:36:15,528 --> 00:36:16,489
一个有趣的体验

1176
00:36:16,489 --> 00:36:18,268
显然邮轮旅行相当酷

1177
00:36:18,268 --> 00:36:21,228
你知道在海上航行前往墨西哥

1178
00:36:21,228 --> 00:36:22,688
通常从长滩出发

1179
00:36:22,688 --> 00:36:26,588
从迈阿密出发可以去岛屿等地

1180
00:36:26,588 --> 00:36:29,889
很难带家人进行一次不错的假期

1181
00:36:29,889 --> 00:36:31,820
但我认为很多人玩得很开心

1182
00:36:31,820 --> 00:36:33,500
孩子们在船上也很享受

1183
00:36:33,500 --> 00:36:34,940
所以他们做得很好

1184
00:36:34,940 --> 00:36:36,500
我认为吸引了很多千禧一代

1185
00:36:36,500 --> 00:36:38,880
未来十年二十年会去旅行的人

1186
00:36:38,880 --> 00:36:42,000
同时也很好地吸引年轻人

1187
00:36:42,000 --> 00:36:44,280
我的第四选择是皇家加勒比

1188
00:36:44,280 --> 00:36:48,639
皇家加勒比的股息收益率通常略低于嘉年华

1189
00:36:48,639 --> 00:36:51,840
并且在市盈率上估值略高

1190
00:36:51,840 --> 00:36:54,090
因此通常更倾向嘉年华邮轮线

1191
00:36:54,090 --> 00:36:56,010
不过皇家加勒比表现卓越

1192
00:36:56,010 --> 00:36:57,230
他们的邮轮非常出色

1193
00:36:57,230 --> 00:36:59,599
同时也擅长吸引

1194
00:36:59,599 --> 00:37:02,559
我认为比嘉年华更高层次的客户群体

1195
00:37:02,559 --> 00:37:05,619
吸引高端客户并从中受益

1196
00:37:05,619 --> 00:37:08,780
因此他们也是我的第四选择

1197
00:37:08,780 --> 00:37:10,940
我对其他旅游板块没什么兴趣

1198
00:37:10,940 --> 00:37:11,820
我确实觉得

1199
00:37:11,820 --> 00:37:12,659
爱彼迎还行

1200
00:37:12,659 --> 00:37:14,440
我不太喜欢

1201
00:37:14,519 --> 00:37:16,099
那些喜欢预订的公司

1202
00:37:16,099 --> 00:37:17,360
而这类公司会说没问题

1203
00:37:17,360 --> 00:37:21,300
但我确实担心这些可能在未来几年被AI部分颠覆

1204
00:37:21,300 --> 00:37:22,659
所以啊

1205
00:37:22,659 --> 00:37:24,280
我就喜欢这四家公司

1206
00:37:24,280 --> 00:37:25,639
如果我要买旅行相关的东西

1207
00:37:25,639 --> 00:37:26,320
就选这几家

1208
00:37:26,320 --> 00:37:29,500
在我看度假村是当之无愧的领导者

1209
00:37:29,500 --> 00:37:29,860
好的

1210
00:37:29,860 --> 00:37:31,500
感谢大家今天观看本期视频

1211
00:37:31,500 --> 00:37:33,489
希望你们从视频中学到了很多

1212
00:37:33,489 --> 00:37:34,309
希望你们喜欢

1213
00:37:34,309 --> 00:37:35,510
希望你们喜欢这次股票讨论

1214
00:37:35,510 --> 00:37:36,110
所有这些优质内容

1215
00:37:36,110 --> 00:37:37,630
感谢你们点赞评论

1216
00:37:37,630 --> 00:37:38,710
将有免费资源

1217
00:37:38,710 --> 00:37:39,559
参加测试

1218
00:37:39,559 --> 00:37:42,309
看看你在投资旅程中的实际水平

1219
00:37:42,309 --> 00:37:45,809
现在看看你是否已经投资了传奇公司

1220
00:37:45,809 --> 00:37:47,050
已有五百多人获取了

1221
00:37:47,050 --> 00:37:47,730
你将是下一个

1222
00:37:47,730 --> 00:37:50,239
保持点赞支持，祝大家有个美好一天

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