【视野环球财经】20260413美股 屡试不爽，亚盘放空，美盘利多！好好享受抬轿子！CTA狂买、软件回补，小小融涨！

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大家好

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欢迎回到视野

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环球财经

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我是RINO

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现在是美东时间26年4月13号

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周一晚上的8.20分

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今天的四大指数啊是低开高走啊

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市场再次上演亚洲盘释放利空消息

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美盘释放利多的戏码

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这个消息面呢是反转

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所以股市呢也是低开高走啊

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是一路往上啊

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今天市场整体涨幅相当的不错

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相信很多朋友呢今天都觉得有点意外

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对不对

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呃其实在刚刚过去的这个周末呢

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由于美伊啊是没有能够达成协议

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所以市场的这个悲观情绪一度是升温呃

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在指数期货开盘

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也就是在亚盘的时候呢

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其实美国的指数期货是是大幅下跌的

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而且油价也在飙升

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美国国债承压

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但是呢在美国的现货开盘之后啊

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消息面是风云突变

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有关谈判仍在进行

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且取得进展的报道是连续的出现

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那市场呢情绪就开始转为乐观

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有多个媒体报道说啊

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双方可能在停火协议到期前

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再次举行面对面的会谈啊

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股市呢就直接微起来了

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那么今天的市场呢是罗素涨幅最棒啊

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今天来到了1.44的涨幅啊

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最主要的原因呢它里边的空头实在太多了啊

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也是被拉爆了一波

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另外呢

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今天的标普和纳指的涨幅

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也都是超过1%呃

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另外纳指方面呀

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呃由于在最近的连续出色的这个表现呢

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实际上他这个连涨记录啊还是相当可观的

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呃目前已经是连续九个交易日收涨

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这是自2025年9月以来最长的连涨记录

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假设明天继续上涨啊

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这个就是5年来最长的连涨记录

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那么这个星期呢还在停火协议的时间内啊

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外加着咱们上个星期讲过

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这个星期的CCTA会大量的买入

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呃

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或许呢能让大家在这个星期呢再次感受到

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久违的小服务容涨的快感啊

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小不容长什么意思呢

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就是我们之前不是见过这种行情吗

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你看类似于这种额

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就是每天一点点一点点一点点啊

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然后呢你看呢他也不怎么跌

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跌一点就被买回来啊

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大概就叫小幅容涨的行情好呃

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所以今天这个市场的上涨呢

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大家一定要感谢一下CCTA啊

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还要感谢一下消息面的这个节奏啊

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亚洲盘的利空没有影响到整个美盘阶段的利好

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感谢他们的抬轿子好

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咱们呢简单的先把一个数据过一下

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然后今天主要想和大家聊一聊

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关于呃一些资金流向啊

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还有几个呃今天异常表现不错的

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像软件板块的这个回补啊

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为什么说它是个回补啊

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之前的软件的空头规模到底如何

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然后呢把有一些个股呢简单的和带一下呃

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还有包括像SNDK

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这边呢是加入了纳指100指数啊

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一会把它的技术面和大家做一个更新

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好额

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咱们看一下今天一个简单的数据

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呃

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3月份的乘务销售是环比下降了3.6%

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从409万套降到398万套

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低于预期的406万套

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待售房屋的库存是136万套

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相当于4.1个月的供应量

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那么上年同期是3.8个月

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那么乘务的中位价的同比上涨是1.4

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达到40.88万元

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好这个呢就是呃简单的一个数据啊

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从本周开始呢

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更多的其实大家要去关注一些财报了

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那今天的这个高盛的财报呢

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我是没有看完啊

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因为今天的我个人事情稍微有点多

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所以这个准备节目的时间有点晚

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也没有来得及看啊

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这个后面如果有看完之后呢

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有一些特别重要的需要讲的

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我再给大家去进行补充好

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这个呢就是我们的第一个经济数据啊

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然后我们来看一下

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今天从额一些资金流向上的一些呃

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这个需要关注的点

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第一个是关

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来自于关于CCTA的这个点位的一个新的更新啊

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大家可能比较关注他什么地方会卖

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好首先呢好消息好消息是

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CCTA在未来一个月的流动性呢是全部是买啊

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就是上涨是买横盘

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是买下跌

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只要不跌破一定的位置也是买

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那么由于去年开始啊

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就是一直到今年年初那轮

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其实CCTA卖了很多的1000多亿吧

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差不多整个后来卖成了空头持仓了

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那么从这个星期呢

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上个星期已经开始在买

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这个星期就是大幅买入

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如果后面的行情能够真正的去融涨

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那他还会买

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也可能要把1000多亿的重新买回来

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那什么地方会下跌呢

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呃加速迈出触发主要是下面这几个地方

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6739啊

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6725

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大家看到这个点位很近是吧啊

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这个没有错啊

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就是这个点位啊

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6739和6725

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然后还有6413啊

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这是他要加速这个卖出去触发的位置

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所以现在还差着150点

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离得还比较远

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还比较的安全对吧

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所以呢他们就是没事就买一买啊

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大家呢就不用担心他们去砸盘

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但是一旦接近这个6740点左右

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大家就要小心了

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跌破之后呢

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他们就要停手啊

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停手之后把已经买入的股票就要卖出去

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好这是CCTA的一个简单更新

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然后看一下关于回购

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根据高盛的这个回购的数据啊

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目前98%的公司呢是处于禁售期

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那么这一次的禁售期在4月28号左右结束

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那么在授权方面呢

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2026年年初至今的授权的回购总额

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是4050亿美元啊

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这个也不算低啊

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还是比较不错的

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但现在这个禁售期呢

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咱们就先不指望他们啊

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但是我们在之前的时候肯定给大家讲过

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关于4月份的季节性表现

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前两周表现通常在历史上比较好

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后两周对比前两周来讲比较的弱

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所以呢到了4月底的时候

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那么回购解禁啊

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能够帮助市场呢可能抵消一些呃

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下行的这个抛压啊

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这个算是一个资金层面的一个利好啊

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好这个是回购好

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还有一个呢是关于今天呃

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重点想说一下关于软件的情况

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大家可以看到啊

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今天的软件板块

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从ETF开始到个股的前面十大持仓呃

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整个的软件都涨得非常的好啊

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包括你看IGV今天都涨了五个点

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那很明显的这是异常吧

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那为什么会出现这个情况呢

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首先我给大家看一组

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截止到上个星期的软件的数据

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额截止到上个星期啊

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软件是被大量做空啊

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我们在节目里边已经讲过这个呃

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这个情况做多半导体大量的做空软件

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那么软件呢本身这个子板块

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它是属于美国的大板块的信息技术里的

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那么整个信息技术呢其实都有不同程度的抛售

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但是软件板块占到了信息技术板块

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净卖出额的60%啊

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这是一个绝对的占大头的一个卖出

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很明显的在做空软件

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那么软件在上个星期的进场口已经是暴跌至

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只有美国进场口总额的1.4%

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100块钱相当于的持仓只有一块四

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持有软件年初的时候是多少呢

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年初的时候是7%啊

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你就能想象到底这个里边是有多么的不看好

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对吧

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也卖一边是多头呢

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再出一边是空头再加码

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同时呢多空的总比率已经回落至1.14啊

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几乎是多头和空头持平了

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月初的时候啊

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这个月的月初就是在呃

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4月初的时候还是二左右

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所以我们看到在月初的那段时间

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是不是后来暴跌从二下降到了1.14

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这个我们有一些数据呢

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因为只能滞后拿到啊

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但是可以非常明确地反映在过去的那段时间

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到底发生了什么事情啊

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说明当时对于软件被做空的

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这个判断是没有问题的啊

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好

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那么这个数值呢是基本上完全回到了

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在2月下旬看到的历史低点

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大家还记得在2月下旬的历史低点之后

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当时发生了什么吗

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软件这边还记得吗

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软件是不是出现过一波空头回补对吧

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2月底的时候回补

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当时IGV在70多块钱反弹到了88块五

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那现在呢又是这么个情况啊

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上个星期又是直接砸到了这个低点

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价格呢还创了新低

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仓位呢也跑到了一个低点

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然后呢

220
00:09:48,350 --> 00:09:52,470
今天非常明显的也是空投的一个回补行为

221
00:09:52,470 --> 00:09:57,330
相当于呢这个空投一看市场总体的资金流向

222
00:09:57,330 --> 00:09:58,570
风险偏好

223
00:09:58,570 --> 00:10:00,899
CCTA都在大力的做多

224
00:10:00,899 --> 00:10:04,899
那这个时候呢那空头仓位已经获利颇丰了嘛

225
00:10:04,899 --> 00:10:08,029
你这一段下来已经非常不错了

226
00:10:08,029 --> 00:10:09,830
那这个地方该回补回补

227
00:10:09,830 --> 00:10:11,529
该获利了结就了结了

228
00:10:11,529 --> 00:10:14,850
所以今天看到大量的软件股票

229
00:10:14,850 --> 00:10:18,029
出现了回补性的反弹的上涨

230
00:10:18,029 --> 00:10:19,789
我之所以称之为反弹

231
00:10:19,789 --> 00:10:23,029
是因为他们在这一轮杀伤力也比较大

232
00:10:23,029 --> 00:10:24,419
跌的也比较狠

233
00:10:24,419 --> 00:10:26,659
我们以IGV为例

234
00:10:27,120 --> 00:10:30,240
80块3~83块三跌破之后

235
00:10:30,240 --> 00:10:31,379
连续下挫

236
00:10:31,379 --> 00:10:34,960
最低的时候去到了73块九

237
00:10:34,960 --> 00:10:38,720
已经非常的接近下方的这个强支撑的上沿

238
00:10:38,720 --> 00:10:39,659
72块九

239
00:10:39,659 --> 00:10:41,250
这才止跌的

240
00:10:41,250 --> 00:10:43,389
那么现在这一轮上涨

241
00:10:43,389 --> 00:10:46,409
但是仍旧以反弹对待哈

242
00:10:46,409 --> 00:10:49,389
因为上方我给大家圈出来的位置

243
00:10:49,389 --> 00:10:50,990
这是跌破的地方

244
00:10:50,990 --> 00:10:53,149
已经再次形成了强压力

245
00:10:53,149 --> 00:10:55,480
所以呢不要期待一蹴而就

246
00:10:55,480 --> 00:10:59,360
但是你知道现在呢他们确实在减少空头的持仓

247
00:10:59,360 --> 00:11:02,850
这对于软件股的止跌来讲绝对是个好事情

248
00:11:02,850 --> 00:11:06,370
但止跌和大幅上涨能涨多少

249
00:11:06,370 --> 00:11:07,889
这是两件事情啊

250
00:11:07,889 --> 00:11:09,740
大幅上涨能涨多少

251
00:11:09,740 --> 00:11:13,700
要看真正的买盘意愿有多少啊

252
00:11:13,700 --> 00:11:14,919
这个非常重要

253
00:11:14,919 --> 00:11:18,320
不过今天呢看到啊著名的这个大空头

254
00:11:18,320 --> 00:11:19,720
这个麦克born呢

255
00:11:19,720 --> 00:11:23,000
他是表示啊他购买了adobe啊

256
00:11:23,000 --> 00:11:24,440
还有abs k

257
00:11:24,440 --> 00:11:26,740
还有V11V哎

258
00:11:26,740 --> 00:11:30,240
你看他就开始在里边去搞一些这个软件相关

259
00:11:30,240 --> 00:11:31,149
对吧

260
00:11:31,149 --> 00:11:34,029
呃但是呢他这边的买买法呢

261
00:11:34,029 --> 00:11:36,490
这个只能说是他自己的想法啊

262
00:11:36,490 --> 00:11:39,179
大家个人对于软件你怎么看

263
00:11:39,179 --> 00:11:39,940
你怎么买

264
00:11:39,940 --> 00:11:42,679
或者是被这种反复做多半导体

265
00:11:42,679 --> 00:11:45,370
做空软件这个主题搞得有点脑袋疼呢

266
00:11:45,370 --> 00:11:46,889
你就三思吧

267
00:11:46,889 --> 00:11:49,929
至少现在技术面上他只是反弹而已啊

268
00:11:49,929 --> 00:11:51,470
这个未来能不能实现反转

269
00:11:51,470 --> 00:11:54,440
其实路还非常的远好

270
00:11:54,440 --> 00:11:55,440
这个是IGV

271
00:11:55,440 --> 00:11:58,360
然后我们再来看一下今天涨的比较多的

272
00:11:58,360 --> 00:11:59,679
另外几只股票

273
00:11:59,679 --> 00:12:02,159
跟大家把位置给大家还是展示一下啊

274
00:12:02,159 --> 00:12:03,559
甲骨文

275
00:12:05,539 --> 00:12:08,639
甲骨文呢今天涨了12%

276
00:12:08,639 --> 00:12:09,179
然后呢

277
00:12:09,179 --> 00:12:12,919
后来又释放了一些能源合作的利好消息啊

278
00:12:12,919 --> 00:12:15,309
仍旧呢盘后还涨了三个点

279
00:12:15,309 --> 00:12:17,509
它的位置也比较容易判断

280
00:12:17,509 --> 00:12:20,990
同样也只能当做是反弹啊

281
00:12:20,990 --> 00:12:23,210
就是暂时在这个地方止住了

282
00:12:23,210 --> 00:12:26,049
137~143停下来

283
00:12:26,049 --> 00:12:29,230
但上方呢很明显全是空呃

284
00:12:29,230 --> 00:12:33,720
这个当时跌破之后的强压力范围非常的宽

285
00:12:33,720 --> 00:12:35,600
164~176

286
00:12:35,600 --> 00:12:39,480
是下一个即将要接触到的强压力啊

287
00:12:39,480 --> 00:12:41,620
这个地方技术面给大家写出来

288
00:12:41,620 --> 00:12:43,779
是让大家在平常的看盘过程中

289
00:12:43,779 --> 00:12:47,019
知道在哪里有可能会出现再一次的抛压

290
00:12:47,019 --> 00:12:49,370
因为上一次反弹上去呃

291
00:12:49,370 --> 00:12:51,649
实际上你看最高点啊

292
00:12:51,649 --> 00:12:54,740
在2月份到3月份的反弹最高点是171

293
00:12:54,740 --> 00:12:55,519
对不对

294
00:12:55,519 --> 00:12:57,480
你后来直接又空下来了呗

295
00:12:57,480 --> 00:12:59,490
啊所以这一轮大家继续观察啊

296
00:12:59,490 --> 00:13:01,970
千万不要把短暂的反弹

297
00:13:01,970 --> 00:13:04,850
你直接就呃跳过中间形态

298
00:13:04,850 --> 00:13:06,779
完全马上看V型反转

299
00:13:06,779 --> 00:13:08,299
这中间还有一个中间形态

300
00:13:08,299 --> 00:13:09,529
有一个博弈的过程

301
00:13:09,529 --> 00:13:10,649
至少要试探吧

302
00:13:10,649 --> 00:13:13,970
试探以后能够一个个的先吃掉一个强压力

303
00:13:13,970 --> 00:13:15,610
比上次的高点要高

304
00:13:15,610 --> 00:13:17,789
你才能说比上次更好吧对吧

305
00:13:17,789 --> 00:13:18,730
整个的局势

306
00:13:18,730 --> 00:13:20,570
那现在只是刚开始而已啊

307
00:13:20,570 --> 00:13:22,629
还早一点好

308
00:13:22,629 --> 00:13:24,970
然后呢PLTR

309
00:13:26,149 --> 00:13:28,470
PLTR的情况也大差不差啊

310
00:13:28,470 --> 00:13:30,289
跟IGV基本上是一样的结构

311
00:13:30,289 --> 00:13:32,750
136~145压力

312
00:13:32,750 --> 00:13:35,649
现在盘后走的地方就在这里啊

313
00:13:35,649 --> 00:13:38,799
然后上方还有一个151~161

314
00:13:38,799 --> 00:13:40,379
下方止跌的位置

315
00:13:40,379 --> 00:13:42,000
最低122块六啊

316
00:13:42,000 --> 00:13:44,039
之前的支撑是122~126

317
00:13:44,039 --> 00:13:45,919
这个地方暂时止住啊

318
00:13:45,919 --> 00:13:46,700
一样的道理啊

319
00:13:46,700 --> 00:13:50,559
反弹对待至少要看到要吃掉一两个压力

320
00:13:50,559 --> 00:13:51,000
是不是

321
00:13:51,000 --> 00:13:53,389
那这个才有得看嘛

322
00:13:53,750 --> 00:13:59,308
好然后还有这个ITITU的情况

323
00:13:59,308 --> 00:14:00,708
以前额一样的情况啊

324
00:14:00,708 --> 00:14:02,809
跌破375之后一样

325
00:14:02,809 --> 00:14:06,570
到了下方的363这个支撑才止住啊

326
00:14:06,570 --> 00:14:08,649
346~342打了一下

327
00:14:08,649 --> 00:14:10,389
弹回去才止住

328
00:14:10,389 --> 00:14:14,159
上方375~390强压力

329
00:14:14,159 --> 00:14:16,799
395~420超强压力

330
00:14:16,799 --> 00:14:19,240
同样啊面临着反弹承压的问题

331
00:14:19,240 --> 00:14:20,360
看看能不能过去

332
00:14:20,360 --> 00:14:23,299
你才能知道反弹还是反转

333
00:14:23,299 --> 00:14:26,029
现在判断不了是反转啊

334
00:14:26,389 --> 00:14:30,080
好app a p的情况呢往上走

335
00:14:30,080 --> 00:14:33,000
现在417块钱的价格啊

336
00:14:33,000 --> 00:14:34,799
要看上方的这个中等压力啊

337
00:14:34,799 --> 00:14:36,440
449~475啊

338
00:14:36,440 --> 00:14:38,080
这个小眼里可以暂时不看啊

339
00:14:38,080 --> 00:14:38,839
无所谓了

340
00:14:38,839 --> 00:14:40,119
447呃

341
00:14:40,119 --> 00:14:42,158
449~475下方的止跌

342
00:14:42,158 --> 00:14:44,809
当时360~400也是暂时在止跌

343
00:14:44,809 --> 00:14:47,549
反弹呢看看能反弹到多远吧

344
00:14:47,549 --> 00:14:48,490
力度强一点

345
00:14:48,490 --> 00:14:50,169
还能往上多走一步对吧

346
00:14:50,169 --> 00:14:50,889
往上多走一步

347
00:14:50,889 --> 00:14:51,649
接近500块

348
00:14:51,649 --> 00:14:52,610
那就相当不错了

349
00:14:52,610 --> 00:14:59,480
这波反弹好adobe adobe的情况上方比较容易判断了

350
00:14:59,480 --> 00:15:00,720
也是两个强压力

351
00:15:00,720 --> 00:15:03,259
235~264和273~309

352
00:15:03,259 --> 00:15:06,100
同样下方他最低跑到了224

353
00:15:06,110 --> 00:15:07,610
在这个地方呃

354
00:15:07,610 --> 00:15:09,309
那上方的压力也比较的大

355
00:15:09,309 --> 00:15:10,370
同样大家也知道

356
00:15:10,370 --> 00:15:13,479
这种压力想一次性过去容也不容易啊

357
00:15:13,479 --> 00:15:17,389
2月份最高点曾经反弹到了285啊

358
00:15:17,389 --> 00:15:19,610
就是到了273~309这个位置

359
00:15:19,610 --> 00:15:21,789
但是又很难再上一步

360
00:15:21,789 --> 00:15:24,750
因为上方还是重度套牢盘好

361
00:15:24,750 --> 00:15:27,529
然后还有这个呃

362
00:15:27,529 --> 00:15:28,629
这个这个就不讲了

363
00:15:28,629 --> 00:15:30,990
PNW这边的情况其实波动不大

364
00:15:30,990 --> 00:15:33,029
他之前也没也没怎么破位啊

365
00:15:33,029 --> 00:15:34,078
结构比较高

366
00:15:34,078 --> 00:15:36,219
然后ServiceNow这边的情况

367
00:15:36,219 --> 00:15:38,599
上个星期连续下跌比较惨

368
00:15:38,599 --> 00:15:41,230
今天呢是跑到了90块钱啊

369
00:15:41,230 --> 00:15:42,389
90块钱什么地方呢

370
00:15:42,389 --> 00:15:43,590
这个地方还没过呢

371
00:15:43,590 --> 00:15:46,120
大家看一下连续三个超强压力

372
00:15:46,120 --> 00:15:49,039
所以呢大家自行在盘中去追踪一下啊

373
00:15:49,039 --> 00:15:52,480
看看能不能最终实现额成合理的这个突破

374
00:15:52,480 --> 00:15:54,519
反正现在压力都比较大

375
00:15:54,519 --> 00:15:58,340
好其他的呢呃没有什么多讲的啊

376
00:15:58,340 --> 00:16:02,159
因为呃像C2M这边180191啊

377
00:16:02,159 --> 00:16:04,309
1141~149啊

378
00:16:04,309 --> 00:16:06,350
现在目前的价格在173啊

379
00:16:06,350 --> 00:16:09,309
刚刚过这个地方173上方的压力啊

380
00:16:09,309 --> 00:16:11,149
哦还有一个给大家讲一下微软吧

381
00:16:11,149 --> 00:16:13,029
微软给大家看一下

382
00:16:13,980 --> 00:16:15,500
微软也是软件板块啊

383
00:16:15,500 --> 00:16:18,750
软件板块里边比较最近锤的也比较狠的

384
00:16:18,750 --> 00:16:21,389
他情况呢375以下呃

385
00:16:21,389 --> 00:16:23,309
目前呢没有强力止跌形态啊

386
00:16:23,309 --> 00:16:25,309
走的就是那种小碎步的模式

387
00:16:25,309 --> 00:16:27,509
所以我一直都没有出手啊

388
00:16:27,509 --> 00:16:29,990
然后上方现在反弹看哪里呢

389
00:16:29,990 --> 00:16:33,750
397~430啊

390
00:16:33,750 --> 00:16:36,570
看看这个地方有没有可能能够突破

391
00:16:36,570 --> 00:16:39,049
有没有机会能够突破的过去

392
00:16:39,049 --> 00:16:42,269
毕竟这个地方之前的重度套牢盘

393
00:16:42,269 --> 00:16:44,289
而且是一个右侧结构性突破

394
00:16:44,289 --> 00:16:47,349
非常呃好的一个看点的位置

395
00:16:47,349 --> 00:16:48,708
所以呢我也不着急

396
00:16:48,708 --> 00:16:51,389
因为本身他已经是我的并列第一大持仓嘛

397
00:16:51,389 --> 00:16:52,600
所以对我来讲

398
00:16:52,600 --> 00:16:56,240
我并不是说一定要快速的强行马上大幅加仓啊

399
00:16:56,240 --> 00:16:57,720
对于没有仓位的朋友来讲

400
00:16:57,720 --> 00:17:00,220
无非就是你去控制好你的仓位

401
00:17:00,220 --> 00:17:01,950
下面慢慢买呃

402
00:17:01,950 --> 00:17:03,669
如果你想保险一点

403
00:17:03,669 --> 00:17:05,009
就多整等止跌形态

404
00:17:05,009 --> 00:17:06,269
如果你不想保险呢

405
00:17:06,269 --> 00:17:07,700
你只想觉得它便宜

406
00:17:07,700 --> 00:17:09,500
然后你也不想看形态

407
00:17:09,500 --> 00:17:10,400
懒得等时间

408
00:17:10,400 --> 00:17:11,660
你就分批对吧

409
00:17:11,660 --> 00:17:12,859
控制一下仓位啊

410
00:17:12,859 --> 00:17:14,049
不要那么激进就好

411
00:17:14,049 --> 00:17:15,990
但是你要知道过了430之后

412
00:17:15,990 --> 00:17:18,529
那想再回去基本上就很难了啊

413
00:17:18,529 --> 00:17:21,509
过了430之后要回到375下方

414
00:17:21,509 --> 00:17:24,390
短时间的这个可能性就不在了

415
00:17:24,390 --> 00:17:26,210
如果再有下一次下跌

416
00:17:26,210 --> 00:17:28,539
那应该是在2027年年初了啊

417
00:17:28,539 --> 00:17:31,880
就是那个时候AI验证货币化失败的时候

418
00:17:31,880 --> 00:17:34,400
那那个时候就涨上去

419
00:17:34,400 --> 00:17:36,619
涨到四百三百啊

420
00:17:36,619 --> 00:17:40,140
四百五百也有可能会跌到这个400以下啊

421
00:17:40,140 --> 00:17:41,259
那个时候是另外一个故事了

422
00:17:41,259 --> 00:17:41,940
那现在还早啊

423
00:17:41,940 --> 00:17:43,799
现在因为还需要等数据

424
00:17:43,799 --> 00:17:45,930
现在还早得很好

425
00:17:45,930 --> 00:17:48,920
这个呢是呃微软呃

426
00:17:48,920 --> 00:17:50,019
其他的我就不说啊

427
00:17:50,019 --> 00:17:51,339
然后软件就说这么多

428
00:17:51,339 --> 00:17:54,619
然后接下来我把有一个几个跟大家再说一下

429
00:17:54,619 --> 00:17:56,500
跟一下

430
00:17:58,039 --> 00:17:59,500
SNTK啊

431
00:17:59,500 --> 00:18:03,000
SNDK呢是走出了谁的样子呢

432
00:18:03,000 --> 00:18:03,880
大家还记得吗

433
00:18:03,880 --> 00:18:07,150
这个这种形态是不是PLTR的样子呀

434
00:18:07,150 --> 00:18:09,369
非常像啊啊PLTR对吧

435
00:18:09,369 --> 00:18:12,788
这是当时的这个叫做什么叫做东北不败

436
00:18:12,788 --> 00:18:16,028
是不是东北不败不败王直接往东北走嘛

437
00:18:16,028 --> 00:18:17,068
永远不败嘛

438
00:18:17,068 --> 00:18:19,949
但是现在大家大家看起来你会知道

439
00:18:19,949 --> 00:18:21,808
当有风险来的时候

440
00:18:21,808 --> 00:18:23,769
你不知道他什么时候往下走的时候

441
00:18:23,769 --> 00:18:25,848
它同样也会往下走

442
00:18:25,848 --> 00:18:26,648
一个道理对吧

443
00:18:26,648 --> 00:18:28,490
你看PLTR嘛

444
00:18:28,490 --> 00:18:30,369
东北不败王嘛是吧

445
00:18:30,369 --> 00:18:32,460
东方不败就叫东北不败啊

446
00:18:32,460 --> 00:18:34,380
好所以呢这是PLTR情况

447
00:18:34,380 --> 00:18:36,059
所以拿出这个股票跟大家讲

448
00:18:36,059 --> 00:18:37,279
是因为让大家知道

449
00:18:37,279 --> 00:18:39,579
现在呢因为预期盈利很高

450
00:18:39,579 --> 00:18:42,720
再加上呢又被加入了纳指100

451
00:18:42,720 --> 00:18:46,640
特别是对于存储上的这个整个的需求市场呢

452
00:18:46,640 --> 00:18:47,079
对吧

453
00:18:47,079 --> 00:18:48,500
市场定价特别高

454
00:18:48,500 --> 00:18:53,140
所以它的盈利呢也是被基本上是以周为单位

455
00:18:53,140 --> 00:18:54,740
在迅速的调整啊

456
00:18:54,740 --> 00:18:58,349
现在的额盈利能达到多少呢

457
00:18:58,349 --> 00:19:00,569
预计26年7月啊

458
00:19:00,569 --> 00:19:01,910
他的财报是6月还是7月

459
00:19:01,910 --> 00:19:02,549
我看一下啊

460
00:19:02,549 --> 00:19:04,710
呃这个大概是在67月份啊

461
00:19:04,710 --> 00:19:11,619
到27年的7月份的前瞻的EPS可能能达到呃

462
00:19:11,619 --> 00:19:12,880
差不多呃

463
00:19:12,880 --> 00:19:13,480
非常高啊

464
00:19:13,480 --> 00:19:15,059
就是90左右吧

465
00:19:15,059 --> 00:19:16,640
啊差不多啊

466
00:19:16,640 --> 00:19:18,000
这个就非常高了啊

467
00:19:18,000 --> 00:19:20,720
呃你如果这种情况的话

468
00:19:20,720 --> 00:19:23,160
你现在是预期到一年之后嘛

469
00:19:23,160 --> 00:19:26,568
嗯当然他这个调研是基于现在的内存的

470
00:19:26,568 --> 00:19:27,848
这个价格去调研的

471
00:19:27,848 --> 00:19:29,368
那如果价格回头

472
00:19:29,368 --> 00:19:31,128
内存的价格如果出现了折扣

473
00:19:31,128 --> 00:19:33,240
那当然它有会往下调啊

474
00:19:33,240 --> 00:19:36,599
所以像这种涨得很快的股票逻辑都一样

475
00:19:36,599 --> 00:19:38,640
所以基本面我就不给大家跟踪了

476
00:19:38,640 --> 00:19:40,160
我就把技术面给大家啊

477
00:19:40,160 --> 00:19:42,039
你就知道它如果出现了回撤

478
00:19:42,039 --> 00:19:43,660
哪些是关键位置就好了

479
00:19:43,660 --> 00:19:46,299
上方从835~862

480
00:19:46,299 --> 00:19:47,339
这都是小支撑啊

481
00:19:47,339 --> 00:19:48,180
这都不够看

482
00:19:48,180 --> 00:19:50,940
要看也是看到690~753对吧

483
00:19:50,940 --> 00:19:53,470
有中等支撑的位置才才能看一看啊

484
00:19:53,470 --> 00:19:55,069
中等支撑和强支撑的位置

485
00:19:55,069 --> 00:19:56,789
最近的就是这几个好吧

486
00:19:56,789 --> 00:19:58,309
所以给大家更新一下位置啊

487
00:19:58,309 --> 00:20:00,220
大家自行有兴趣的截下图

488
00:20:00,220 --> 00:20:02,180
至于你愿不愿意追对吧

489
00:20:02,180 --> 00:20:03,420
愿不愿意去做右侧额

490
00:20:03,420 --> 00:20:05,420
那是你个人的这个风控问题啊

491
00:20:05,420 --> 00:20:06,779
因为情况就这么个情况

492
00:20:06,779 --> 00:20:09,369
跟当年的PLTR一样好

493
00:20:09,369 --> 00:20:12,630
然后其他的像特斯拉什么的呃

494
00:20:12,630 --> 00:20:13,490
没什么动啊

495
00:20:13,490 --> 00:20:15,598
基本上是属于横盘啊

496
00:20:15,598 --> 00:20:17,959
这种小小幅一个点的上涨呢

497
00:20:17,959 --> 00:20:20,878
就跟着市场的被动买盘买的也没什么太大动静

498
00:20:20,878 --> 00:20:22,579
英伟达也没怎么动呃

499
00:20:22,579 --> 00:20:24,359
几个大的科技今天都不行啊

500
00:20:24,359 --> 00:20:26,000
除了微软今天涨了三个点啊

501
00:20:26,000 --> 00:20:29,319
其他的都是属于横向在发展的阶段啊

502
00:20:29,319 --> 00:20:32,250
这个地方呢谷歌离突破还差一点啊

503
00:20:32,250 --> 00:20:33,869
325好

504
00:20:33,869 --> 00:20:34,970
这个呢就是今天啊

505
00:20:34,970 --> 00:20:36,670
大家来关于这个市场的一些

506
00:20:36,670 --> 00:20:39,640
内容的更新和跟进啊

507
00:20:39,640 --> 00:20:42,759
因为今天这个市场就像我在一开篇讲的

508
00:20:42,759 --> 00:20:46,839
大家呢现在的情况就是CCTA在买呃

509
00:20:46,839 --> 00:20:48,519
然后呢市场呢一买呢

510
00:20:48,519 --> 00:20:50,640
推着资金往里面被动就进啊

511
00:20:50,640 --> 00:20:54,170
一进呢就到里边就是加上软件也往里面一回补

512
00:20:54,170 --> 00:20:57,150
市场整个的情绪看上去就好像诶

513
00:20:57,150 --> 00:20:58,609
资金流为主对吧

514
00:20:58,609 --> 00:21:00,388
大家就跟着炒这一波

515
00:21:00,388 --> 00:21:02,148
但是呢买是买啊

516
00:21:02,148 --> 00:21:04,489
就是从个人和机构来讲

517
00:21:04,489 --> 00:21:06,160
包括从散户来讲

518
00:21:06,160 --> 00:21:07,420
都没有大买

519
00:21:07,420 --> 00:21:08,920
也没有爆满啊

520
00:21:08,920 --> 00:21:09,920
就是小买

521
00:21:09,920 --> 00:21:12,789
大家呢就是买的犹犹豫豫

522
00:21:12,789 --> 00:21:15,279
买的呢是非常谨慎对吧

523
00:21:15,279 --> 00:21:18,279
所以这种情况呢就容易出现什么叫熔涨

524
00:21:18,279 --> 00:21:19,000
慢慢的融

525
00:21:19,000 --> 00:21:19,599
慢慢的走

526
00:21:19,599 --> 00:21:20,039
慢慢的走

527
00:21:20,039 --> 00:21:20,720
一天推一点

528
00:21:20,720 --> 00:21:21,549
一天推一点

529
00:21:21,549 --> 00:21:24,170
那这个星期如果真的在周五之前

530
00:21:24,170 --> 00:21:27,589
比方说周二周三周四一直都是那种容涨行情呢

531
00:21:27,589 --> 00:21:29,179
大家也不要觉得奇怪啊

532
00:21:29,179 --> 00:21:33,679
真正的反转性的更大的全面转多

533
00:21:33,679 --> 00:21:37,119
会在突破6980全面转多啊

534
00:21:37,119 --> 00:21:40,019
那个时候可能大家就不是那么谨慎了

535
00:21:40,019 --> 00:21:42,220
因为技术面没有压力

536
00:21:42,220 --> 00:21:44,809
大家都知道上方伽马也被打穿了

537
00:21:44,809 --> 00:21:45,930
那没有压力

538
00:21:45,930 --> 00:21:48,960
那个时候大家就会真正的撸起袖子猛干

539
00:21:48,960 --> 00:21:51,880
至于上方的价格七千一七千二

540
00:21:51,880 --> 00:21:52,819
合理不合理

541
00:21:52,819 --> 00:21:54,210
那是估值的事儿

542
00:21:54,210 --> 00:21:55,089
不耽误

543
00:21:55,089 --> 00:21:56,670
涨到这再跌回来

544
00:21:56,670 --> 00:21:58,170
就跟现在一样对吧

545
00:21:58,170 --> 00:22:00,009
你说这个7000点的位置

546
00:22:00,009 --> 00:22:03,559
从去年的10月份就基本上触碰到了

547
00:22:03,559 --> 00:22:04,640
去年10月份的最高

548
00:22:04,640 --> 00:22:06,160
都已经跑到6900多了

549
00:22:06,160 --> 00:22:08,179
那么到现在这过去几个月了

550
00:22:08,179 --> 00:22:10,118
过去半年了才6800多对吧

551
00:22:10,118 --> 00:22:10,898
不耽误嘛

552
00:22:10,898 --> 00:22:14,980
所以大家只要理解短期炒作资金流向

553
00:22:14,980 --> 00:22:18,960
和这个动能和它的估值之间的回撤的关系

554
00:22:18,960 --> 00:22:19,640
就可以了

555
00:22:19,640 --> 00:22:21,839
不是说它估值只有7200

556
00:22:21,839 --> 00:22:23,180
就不能涨到7300

557
00:22:23,180 --> 00:22:26,079
它可以到了年底的时候再跌回到7200嘛

558
00:22:26,079 --> 00:22:27,740
那不影响的啊

559
00:22:27,740 --> 00:22:28,380
好

560
00:22:28,380 --> 00:22:29,700
这个呢就是今天带给大家

561
00:22:29,700 --> 00:22:32,549
关于这个市场的一些东西的更新好

562
00:22:32,549 --> 00:22:34,390
如果你觉得我的节目对你有所帮助啊

563
00:22:34,390 --> 00:22:36,829
还是希望大家能够多多帮忙点赞

564
00:22:36,829 --> 00:22:38,210
评论转发啊

565
00:22:38,210 --> 00:22:38,990
帮忙多多点赞

566
00:22:38,990 --> 00:22:40,039
谢谢大家好

567
00:22:40,039 --> 00:22:40,680
那我们今天到这

568
00:22:40,680 --> 00:22:43,660
咱们就明天同一时间不见不散

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