BV1KkGv6yEvk · 请不要叫我梁同学1 00:00:13,259 --> 00:00:13,820 大家好 2 00:00:13,820 --> 00:00:14,580 欢迎回到娜娜说 3 00:00:14,580 --> 00:00:16,399 美股今天是5月22号 4 00:00:16,399 --> 00:00:18,899 周五美股三大股指平淡收市 5 00:00:18,899 --> 00:00:21,839 随后呢就要开启三天的长周末 6 00:00:21,839 --> 00:00:25,260 下周15月25号阵亡降世纪念日 7 00:00:25,260 --> 00:00:26,250 美股休市 8 00:00:26,250 --> 00:00:27,850 下周二恢复交易 9 00:00:27,850 --> 00:00:30,839 债券市场今天下午两点就提前收市了 10 00:00:30,839 --> 00:00:34,460 每天美股开盘之前哈都是上演老节目 11 00:00:34,460 --> 00:00:37,219 各路消息人士呢精准范利好 12 00:00:37,219 --> 00:00:40,740 今天又有不知道哪一位知情人是向路透社透露 13 00:00:40,740 --> 00:00:44,479 一支卡塔尔谈判代表团在与美国协调下 14 00:00:44,479 --> 00:00:46,500 抵达伊朗首都德黑兰 15 00:00:46,500 --> 00:00:48,539 协助促成美伊协议 16 00:00:48,539 --> 00:00:51,539 每次大老远的跑巴基斯坦太费劲了 17 00:00:51,539 --> 00:00:53,939 所以这个美国就只是小弟过去谈 18 00:00:53,939 --> 00:00:58,039 顺便也可以实地观察一下宜兰内部现在的情况 19 00:00:58,039 --> 00:00:59,560 华尔街日报报道称 20 00:00:59,560 --> 00:01:03,399 中间调解人如今是争分夺秒达成协议 21 00:01:03,399 --> 00:01:06,640 以避免美国和以色列即将发动的袭击 22 00:01:06,640 --> 00:01:08,219 美姨这个破事吧 23 00:01:08,219 --> 00:01:10,359 可以拖着反复的来炒哈 24 00:01:10,359 --> 00:01:11,400 范利好呢 25 00:01:11,400 --> 00:01:12,340 美股就上涨 26 00:01:12,340 --> 00:01:13,760 但是范利空不跌 27 00:01:13,760 --> 00:01:14,930 简直完美啊 28 00:01:19,310 --> 00:01:21,390 所以美股今天嗯上涨 29 00:01:21,390 --> 00:01:24,299 好歹也要给新任美联储主席一点面子嘛 30 00:01:24,299 --> 00:01:26,060 在宣誓仪式上 31 00:01:26,060 --> 00:01:26,859 川普表示 32 00:01:26,859 --> 00:01:29,719 我舍将会限制美联储的前瞻性指引 33 00:01:29,719 --> 00:01:31,400 做法就是以后啊 34 00:01:31,400 --> 00:01:34,819 不提前对市场透露利率决策了哈 35 00:01:34,819 --> 00:01:37,819 直接开会宣布降息或者加息就完事了 36 00:01:37,819 --> 00:01:40,280 以后呢美联储就要变成一个哑巴部门 37 00:01:40,280 --> 00:01:42,099 不光明正大放风了 38 00:01:42,099 --> 00:01:44,009 其实我觉得这样也挺好 39 00:01:44,009 --> 00:01:49,049 以前你看老听那些嗯美联储官员这个出来说话 40 00:01:49,049 --> 00:01:51,250 那个出来说话也挺烦的哈 41 00:01:51,250 --> 00:01:55,439 以后美股市场唯一的导航就是看川普发推了嗯 42 00:01:55,439 --> 00:01:58,640 这个会导致短期不确定性增加 43 00:01:58,640 --> 00:01:59,980 加剧股市的波动 44 00:01:59,980 --> 00:02:01,640 就是容易暴涨暴跌 45 00:02:01,640 --> 00:02:04,170 但是中长期的影响其实没有差 46 00:02:07,909 --> 00:02:09,909 今天报复性倒戈了 47 00:02:09,909 --> 00:02:12,150 一改之前大哥拍的那一场 48 00:02:12,150 --> 00:02:13,000 范英称 49 00:02:13,000 --> 00:02:15,159 近期劳动力通胀数据 50 00:02:15,159 --> 00:02:17,539 改变了他对利率的基本立场 51 00:02:17,539 --> 00:02:19,680 下一步行动降息和加息 52 00:02:19,680 --> 00:02:20,519 五五开 53 00:02:20,519 --> 00:02:24,209 美债收益率上涨可能有助于抑制美国通胀 54 00:02:24,209 --> 00:02:26,929 他的讲话迅速将市场压住 55 00:02:26,929 --> 00:02:28,929 推向美联储加息的方向 56 00:02:28,929 --> 00:02:32,560 实现基本收益率呢一度抹去日内跌幅转涨 57 00:02:32,560 --> 00:02:35,439 也导致美股股指当时短线跳水 58 00:02:35,439 --> 00:02:37,439 不过后面收益率又掉下去了 59 00:02:37,439 --> 00:02:38,800 推动了美股的回升 60 00:02:38,800 --> 00:02:41,639 川普的TAO之手还是很厉害的哈 61 00:02:41,639 --> 00:02:44,370 一直把这收益率往下拉呃 62 00:02:44,370 --> 00:02:46,590 也可以说那个贝森特很厉害 63 00:02:46,590 --> 00:02:49,409 标普500指数今天日内再次上攻 64 00:02:49,409 --> 00:02:51,650 测试7500点关卡 65 00:02:51,650 --> 00:02:53,069 没能够冲过去 66 00:02:53,069 --> 00:02:55,189 收在7500下方底下 67 00:02:55,189 --> 00:02:56,550 成交量减少 68 00:02:56,550 --> 00:02:58,069 因为进入长周末前 69 00:02:58,069 --> 00:02:59,338 流动性下降 70 00:02:59,338 --> 00:03:01,878 下个周一晚间重新开盘 71 00:03:01,878 --> 00:03:04,250 将要受到密切关注 72 00:03:04,250 --> 00:03:05,409 如果中东局势 73 00:03:05,409 --> 00:03:08,569 在这个长周末期间出现了新的变化 74 00:03:08,569 --> 00:03:11,569 无论是达成协议还是掀桌子 75 00:03:11,569 --> 00:03:13,530 期货市场恢复交易的时候 76 00:03:13,530 --> 00:03:15,169 可能会出现剧烈波动 77 00:03:15,169 --> 00:03:17,710 本周呢累涨了0.88% 78 00:03:17,710 --> 00:03:18,949 在人工智能 79 00:03:18,949 --> 00:03:23,370 航空航天以及其他新兴科技热潮持续推动之下 80 00:03:23,370 --> 00:03:25,789 指数周K实现了八连阳 81 00:03:25,789 --> 00:03:30,219 为2023年12月以来最长的周线连涨记录 82 00:03:30,219 --> 00:03:32,379 Q1财报季已接近尾声了哈 83 00:03:32,379 --> 00:03:33,419 据机构数据 84 00:03:33,419 --> 00:03:35,539 在标普500指数成分股中 85 00:03:35,539 --> 00:03:38,759 已经有超过90%的公司发布了业绩 86 00:03:38,759 --> 00:03:41,520 一季度整体盈利预计同比增长 87 00:03:41,520 --> 00:03:43,280 超过28% 88 00:03:43,280 --> 00:03:45,400 数字非常的惊人哈 89 00:03:45,400 --> 00:03:47,680 本轮美股上涨的重要支撑 90 00:03:47,680 --> 00:03:50,209 就是这个超预期的企业盈利 91 00:03:50,209 --> 00:03:50,688 市场 92 00:03:50,688 --> 00:03:53,489 对于未来几个季度的盈利和经济增长的 93 00:03:53,489 --> 00:03:55,289 预期呢也是相当的高 94 00:03:55,289 --> 00:03:59,139 而这些预期已经反映在当前价格中 95 00:03:59,139 --> 00:04:01,520 财报季提供的利好正在消退 96 00:04:01,520 --> 00:04:05,519 接下来就要看宏观数据与美联储利率路径了 97 00:04:05,519 --> 00:04:09,378 一旦宏观数据显示通胀更加顽固 98 00:04:09,378 --> 00:04:11,979 或者利率路径进一步偏阴 99 00:04:11,979 --> 00:04:15,159 那每股估值可能面临重新审视 100 00:04:15,159 --> 00:04:17,899 美银牛熊指标本周升到了八 101 00:04:17,899 --> 00:04:20,589 触发了反向卖出信号 102 00:04:20,589 --> 00:04:23,230 这是该指标自2002年以来 103 00:04:23,230 --> 00:04:26,180 第17次发出卖出信号 104 00:04:26,180 --> 00:04:27,420 历史数据显示 105 00:04:27,420 --> 00:04:28,839 卖出信号触发之后 106 00:04:28,839 --> 00:04:31,788 全球股市短期面临回调压力 107 00:04:31,788 --> 00:04:33,389 此后两到三个月内 108 00:04:33,389 --> 00:04:37,399 全球股市平均跌幅为2%到3%呃 109 00:04:37,399 --> 00:04:39,060 不是百试百灵哈 110 00:04:39,060 --> 00:04:41,000 只是一个几率问题 111 00:04:41,000 --> 00:04:42,379 其他个股方面 112 00:04:42,379 --> 00:04:47,278 wash岳父家的集团雅诗兰黛股价今天大涨 113 00:04:47,278 --> 00:04:47,999 消息面上 114 00:04:47,999 --> 00:04:52,579 公司终止了和西班牙美妆集团布置的合并谈判 115 00:04:52,579 --> 00:04:57,569 此前双方计划合并打造一家高端美妆巨头呃 116 00:04:57,569 --> 00:05:01,470 与这个行业领头羊欧莱雅展开竞争 117 00:05:01,470 --> 00:05:03,250 但是华尔街机构担心 118 00:05:03,250 --> 00:05:05,649 该交易可能会增加整合风险 119 00:05:05,649 --> 00:05:08,019 加剧公司资产负债表的压力 120 00:05:08,019 --> 00:05:10,120 并且分散这个管理层 121 00:05:10,120 --> 00:05:13,230 对长达数月的扭亏为盈计划的注意力 122 00:05:13,230 --> 00:05:17,329 因此呢投资者对这项潜在交易的种子表示欢迎 123 00:05:17,329 --> 00:05:20,810 表面上看今天股价上涨是因为这个好消息了 124 00:05:20,810 --> 00:05:24,550 但是我觉得主要原因还是因为豪门女婿沃舍 125 00:05:24,550 --> 00:05:26,189 当了美国的财神爷哈 126 00:05:26,189 --> 00:05:27,779 华尔街的掌舵手 127 00:05:27,779 --> 00:05:30,240 所以机构们怎么也要卖这个面子 128 00:05:30,240 --> 00:05:33,000 那抬一抬岳父家的集团的股票 129 00:05:33,000 --> 00:05:33,970 算不了什么哈 130 00:05:33,970 --> 00:05:36,649 计算机硬件概念呢普涨 131 00:05:36,649 --> 00:05:38,490 联想营收超预期 132 00:05:38,490 --> 00:05:40,798 带动PC厂商股价上涨 133 00:05:40,798 --> 00:05:43,538 戴尔科技今天涨超16.8% 134 00:05:43,538 --> 00:05:45,158 创历史新高 135 00:05:45,439 --> 00:05:46,218 富国银行 136 00:05:46,218 --> 00:05:49,278 分析师将该股的目标价从180美元 137 00:05:49,278 --> 00:05:52,430 一口气上调到了270美元 138 00:05:52,430 --> 00:05:57,389 美国折扣零售巨头罗斯百货股价季后上涨 139 00:05:57,389 --> 00:06:00,149 Q1销售额同比增长21% 140 00:06:00,149 --> 00:06:01,769 达到60亿美元 141 00:06:01,769 --> 00:06:04,529 每股收益同比增长37% 142 00:06:04,529 --> 00:06:06,389 达到2.02美元 143 00:06:06,389 --> 00:06:08,029 都好于市场预期 144 00:06:08,029 --> 00:06:10,990 公司还上调了2026全年业绩指引 145 00:06:10,990 --> 00:06:12,829 现在预计全年可比销售额 146 00:06:12,829 --> 00:06:14,620 增长6%到7% 147 00:06:14,620 --> 00:06:17,639 此前的预测呢为增长3%到4% 148 00:06:17,639 --> 00:06:20,220 预计全年每股收益在7.5到 149 00:06:20,220 --> 00:06:21,839 7.74美元之间 150 00:06:21,839 --> 00:06:26,129 也高于此前预测的7.02到7.36美元 151 00:06:29,449 --> 00:06:32,519 这些折扣零售商呢赢得了资金的青睐 152 00:06:32,899 --> 00:06:35,480 罗斯百货股价走势也非常的猛哈 153 00:06:35,480 --> 00:06:37,389 自2025年7月以来 154 00:06:37,389 --> 00:06:39,810 股价连续11个月上涨 155 00:06:39,810 --> 00:06:41,829 月线走势11连阳啊 156 00:06:41,829 --> 00:06:44,050 今年迄今累涨了29% 157 00:06:44,050 --> 00:06:49,240 远超过零售一哥沃尔玛同期8%的涨幅 158 00:06:49,240 --> 00:06:52,300 量子计算概念股今天也延续了展示 159 00:06:52,300 --> 00:06:55,970 QBTS股价又续涨了14.2%嗯 160 00:06:55,970 --> 00:06:58,230 下周如果出现回落的话哈 161 00:06:58,230 --> 00:06:59,889 可以再找机会上车 162 00:06:59,889 --> 00:07:03,069 IBM股价在年线附近遇阻回落 163 00:07:03,069 --> 00:07:04,629 回吐了日内涨幅 164 00:07:04,629 --> 00:07:07,350 公司获得10亿美元政府补贴 165 00:07:07,350 --> 00:07:10,750 IBM自己呢等额配套10亿美元自有资金 166 00:07:10,750 --> 00:07:14,209 共同在纽约州打造安德森工厂 167 00:07:14,209 --> 00:07:17,319 这座工厂将会成为美国首家专注生产 168 00:07:17,319 --> 00:07:20,709 300mm规格量子芯片的专业晶圆厂 169 00:07:20,709 --> 00:07:25,029 这笔合作呢标志着IBM量子业务战略迎来转型 170 00:07:25,029 --> 00:07:29,980 从长期研发项目升级为国家级的核心制造平台 171 00:07:29,980 --> 00:07:33,360 嗯华尔街多数分析师都看好这个利好 172 00:07:33,360 --> 00:07:36,959 认为这个事件对IBM形成实质性的利好哈 173 00:07:36,959 --> 00:07:40,519 也印证市场对它的量子发展路线的认可 174 00:07:40,519 --> 00:07:44,740 商用容错量子架构预计2029年落地 175 00:07:44,740 --> 00:07:46,360 将会颠覆深一行 176 00:07:46,360 --> 00:07:50,500 天与加密安全领域蕴藏着数千亿商机 177 00:07:50,500 --> 00:07:51,860 但是转型期 178 00:07:51,860 --> 00:07:56,339 传统硬件承压工厂建设仍处于起步阶段 179 00:07:56,339 --> 00:07:58,480 项目变现周期漫长 180 00:07:58,480 --> 00:08:02,079 当前市值大约2385亿美元 181 00:08:02,079 --> 00:08:04,660 市盈率TTM约22.4倍 182 00:08:04,660 --> 00:08:09,029 估值呢要显著高于科技同行的历史中位数 183 00:08:09,029 --> 00:08:12,550 呃显示机构已经提前定价了IBM未来增长 184 00:08:12,550 --> 00:08:14,779 但是也保留了一定的安全边际 185 00:08:14,779 --> 00:08:18,040 前期这个股票整体面临抛售压力 186 00:08:18,040 --> 00:08:19,100 昨天大涨之后 187 00:08:19,100 --> 00:08:21,620 股价收复了50日均线 188 00:08:21,620 --> 00:08:23,879 暂时仍处于年线的下方 189 00:08:23,879 --> 00:08:26,889 短期呢处于高波动蓄势阶段 190 00:08:26,889 --> 00:08:28,089 华尔街对IBM 191 00:08:28,089 --> 00:08:31,970 2026年底的平均目标价为321美元 192 00:08:31,970 --> 00:08:34,700 最高目标价334美元 193 00:08:34,700 --> 00:08:38,879 在2030年远期目标上呢存在较大的分歧 194 00:08:38,879 --> 00:08:43,289 如果嗯这个公司面临传统业务萎缩等执行摩擦 195 00:08:43,289 --> 00:08:45,299 就执行出现风险的话 196 00:08:45,299 --> 00:08:47,600 保守预测底价为130美元 197 00:08:47,600 --> 00:08:50,039 平均大约171美元 198 00:08:50,039 --> 00:08:51,450 这是最差的情况哈 199 00:08:51,450 --> 00:08:53,669 但是如果它的量子代工模式 200 00:08:53,669 --> 00:08:56,539 成功的商业化规模扩张呢 201 00:08:56,539 --> 00:08:57,980 牛市情景下 202 00:08:57,980 --> 00:09:00,580 我们华尔街给予IBM长期目标价 203 00:09:00,580 --> 00:09:03,570 可以达到484美元革新 204 00:09:03,570 --> 00:09:07,309 这次拿到美国政府3.75亿美元的奖励 205 00:09:07,309 --> 00:09:09,340 仅次于IBM的10亿美元 206 00:09:09,340 --> 00:09:11,779 美国商务部把这笔钱砸给革新呢 207 00:09:11,779 --> 00:09:14,500 不是为了让他去研发好玩的量子算法 208 00:09:14,500 --> 00:09:17,990 而是希望美国本土能够拥有一个嗯 209 00:09:17,990 --> 00:09:20,980 可以服务整个量子行业的制造平台 210 00:09:20,980 --> 00:09:24,700 量子芯片通常必须在接近绝对零度 211 00:09:24,700 --> 00:09:26,139 就是极寒的环境下 212 00:09:26,139 --> 00:09:29,460 运星普通芯片到了这种超低温环境 213 00:09:29,460 --> 00:09:30,620 很多都运行不了 214 00:09:30,620 --> 00:09:32,700 而革新呢这些年一直在研发 215 00:09:32,700 --> 00:09:37,009 能够在极寒环境下工作的低温控制电子技术 216 00:09:37,009 --> 00:09:39,929 这是他被美国政府看中的原因之一 217 00:09:39,929 --> 00:09:41,889 现在包括谷歌量子 218 00:09:41,889 --> 00:09:42,490 微软 219 00:09:42,490 --> 00:09:46,940 英伟达等量子公司哈都已经和革新展开了合作 220 00:09:46,940 --> 00:09:50,000 在抢夺量子主导权的战争里 221 00:09:50,000 --> 00:09:53,100 无论未来超导光子还是离子井 222 00:09:53,100 --> 00:09:55,769 哪条技术路线最终胜出 223 00:09:55,769 --> 00:09:59,149 这些量子公司都需要成熟的制造 224 00:09:59,149 --> 00:10:01,759 封装和低温电子支持 225 00:10:01,759 --> 00:10:04,240 很多量子小公司根本就没有能力 226 00:10:04,240 --> 00:10:05,919 自己去建晶圆厂 227 00:10:05,919 --> 00:10:06,840 换句话说呢 228 00:10:06,840 --> 00:10:10,419 革新现在更像是在做整个量子行业的 229 00:10:10,419 --> 00:10:11,500 基础设施哈 230 00:10:11,500 --> 00:10:13,860 量子公司未来谁能真正成功 231 00:10:13,860 --> 00:10:15,179 现在还很难说 232 00:10:15,179 --> 00:10:19,700 但是负责提供底层制造和工具的平台公司 233 00:10:19,700 --> 00:10:22,110 反而可能成为长期的受益者 234 00:10:22,110 --> 00:10:24,990 所以市场现在开始把革新看成 235 00:10:24,990 --> 00:10:26,850 量子赛道里的卖惨人 236 00:10:26,850 --> 00:10:27,570 角色 237 00:10:27,570 --> 00:10:31,240 相当于台积电和阿斯麦的结合体 238 00:10:31,240 --> 00:10:33,259 不过也要注意量子计算 239 00:10:33,259 --> 00:10:35,980 目前呢还处于非常早期的阶段 240 00:10:35,980 --> 00:10:40,379 离真正大规模商业化还有很长很远的距离哈 241 00:10:40,379 --> 00:10:42,500 因此即便行情火热 242 00:10:42,500 --> 00:10:45,120 也不能够立即将这个革新视作 243 00:10:45,120 --> 00:10:47,049 高增长的热门个股 244 00:10:47,049 --> 00:10:52,110 阶段性的炒作仍取决于政策利好与市场情绪 245 00:10:52,110 --> 00:10:53,750 而并非它的基本面 246 00:10:53,750 --> 00:10:55,750 今天股价跳空高开之后 247 00:10:55,750 --> 00:10:58,549 收出带有铲铲三影线的倒锤子线呢 248 00:10:58,549 --> 00:10:59,730 需要密切关注 249 00:10:59,730 --> 00:11:01,789 可能是股价涨太快了 250 00:11:01,789 --> 00:11:06,078 所以部分短线资金在这个长周末前获利了结 251 00:11:06,078 --> 00:11:10,370 嗯下周看他能不能够再拉起来哈 252 00:11:10,370 --> 00:11:11,529 呃拉不起来的话 253 00:11:11,529 --> 00:11:12,889 也许是个短期顶部 254 00:11:12,889 --> 00:11:14,090 但是问题不大 255 00:11:14,090 --> 00:11:15,830 可能还会炒好几波 256 00:11:15,830 --> 00:11:19,269 美国政府呢正在提前布局量子产业链 257 00:11:19,269 --> 00:11:22,230 而革新正在被推向这个产业链里 258 00:11:22,230 --> 00:11:23,690 催产关键的位置 259 00:11:23,690 --> 00:11:26,609 就算是不幸被套住了嗯 260 00:11:26,609 --> 00:11:27,749 耐心一点也可以 261 00:11:27,749 --> 00:11:29,009 很快就会解套 262 00:11:29,009 --> 00:11:30,950 太空概念走势分化 263 00:11:30,950 --> 00:11:32,789 ok lab今年涨超8% 264 00:11:32,789 --> 00:11:36,039 公司获得了一份9000万美元的合同 265 00:11:36,039 --> 00:11:39,679 为美国太空军建造搭载空间态势 266 00:11:39,679 --> 00:11:42,710 感知载荷的地球静止轨道卫星 267 00:11:42,710 --> 00:11:44,250 这个合同呢标志着 268 00:11:44,250 --> 00:11:48,599 ok lab首个面向地球静止轨道的卫星生产项目 269 00:11:48,599 --> 00:11:51,019 中概板块今天炸锅了哈 270 00:11:51,019 --> 00:11:56,068 原因是中国证监会深夜扔出了一颗深水炸弹 271 00:11:56,068 --> 00:11:58,908 就禁止一切境外金融机构 272 00:11:58,908 --> 00:12:01,828 为内地居民提供跨境业务服务 273 00:12:01,828 --> 00:12:05,299 大白话说就是不许国内的人炒美股了哈 274 00:12:05,299 --> 00:12:07,019 早在2022年的时候呢 275 00:12:07,019 --> 00:12:08,279 就已经出了政策 276 00:12:08,279 --> 00:12:11,409 不准跨境券商开发内地新用户 277 00:12:11,409 --> 00:12:13,850 但是存留用户还可以保留 278 00:12:13,850 --> 00:12:15,110 现在新的政策出来 279 00:12:15,110 --> 00:12:17,850 就存量用户也都要清退掉 280 00:12:17,850 --> 00:12:20,720 给已有账户两年的缓冲期 281 00:12:20,720 --> 00:12:22,399 只准卖不准买 282 00:12:22,399 --> 00:12:26,320 两年到期之后呢就必须转仓或者是全卖掉 283 00:12:26,320 --> 00:12:27,500 可能是美股 284 00:12:27,500 --> 00:12:29,799 韩股过去几个月涨的实在太猛了 285 00:12:29,799 --> 00:12:32,120 太多的人想去买美股 286 00:12:32,120 --> 00:12:33,019 买韩股 287 00:12:33,019 --> 00:12:34,779 导致钱流出太多 288 00:12:34,779 --> 00:12:36,460 没人上大A的车了 289 00:12:36,460 --> 00:12:38,200 所以就来点大动作 290 00:12:38,200 --> 00:12:39,220 赶紧杀一杀 291 00:12:39,220 --> 00:12:43,039 这个势头都让你们成为美股躺平价值投资者了 292 00:12:43,039 --> 00:12:46,328 那国内的金融消费者群体数量就不够了呀 293 00:12:46,328 --> 00:12:48,328 今年国内雪球啊 294 00:12:48,328 --> 00:12:49,089 小红书啊 295 00:12:49,089 --> 00:12:50,849 皮奶上门哀嚎一片呐 296 00:12:50,849 --> 00:12:52,849 对于那些想炒美股的人来说 297 00:12:52,849 --> 00:12:54,960 真的是天都塌老虎 298 00:12:58,599 --> 00:13:02,678 昨天就有人提前埋伏了3万多张单腿做空 299 00:13:02,678 --> 00:13:04,818 附图的期权嗯 300 00:13:04,818 --> 00:13:09,049 中美天龙人在哪都能够搞内幕捞钱 301 00:13:09,049 --> 00:13:10,710 就和那个帖主说的一样 302 00:13:10,710 --> 00:13:12,929 这少爷想赚点零花钱嘛 303 00:13:12,929 --> 00:13:13,659 小意思 304 00:13:13,659 --> 00:13:17,179 证监会不仅要没收这些跨境券商 305 00:13:17,179 --> 00:13:21,100 过去4年境内外相关主体全部违法所得 306 00:13:21,100 --> 00:13:24,600 就是呃那些存量客户们的手续费哈 307 00:13:24,600 --> 00:13:26,679 而且呢还要罚款嗯 308 00:13:26,679 --> 00:13:27,620 老虎证券 309 00:13:27,620 --> 00:13:31,799 相关子公司被除以3.08亿亿元的行政罚款 310 00:13:31,799 --> 00:13:32,620 并且没收 311 00:13:32,620 --> 00:13:36,370 合计约人民币1.03亿元的违法所得 312 00:13:36,370 --> 00:13:38,730 附图呢被处以没收和罚款 313 00:13:38,730 --> 00:13:41,009 总额约人民币18.5亿元 314 00:13:41,009 --> 00:13:43,090 此外还计划对公司创始人 315 00:13:43,090 --> 00:13:45,620 以CEO李华先生本人罚款 316 00:13:45,620 --> 00:13:47,769 以人民币125万元 317 00:13:47,769 --> 00:13:51,409 这些券商也纷纷发布声明安抚投资者 318 00:13:51,409 --> 00:13:53,809 因为大家都蛮心慌的嗯 319 00:13:53,809 --> 00:13:54,629 券商们称 320 00:13:54,629 --> 00:13:58,129 他们的中国内地用户占比已经非常低了 321 00:13:58,129 --> 00:14:00,720 海外用户这些年持续增长 322 00:14:00,720 --> 00:14:04,419 附图的内地存量客户数量只占13% 323 00:14:04,419 --> 00:14:07,799 老虎的内地用户资金占比的只占10% 324 00:14:07,799 --> 00:14:08,679 这几年哈 325 00:14:08,679 --> 00:14:09,840 这些跨境券商 326 00:14:09,840 --> 00:14:13,039 其实对这种政策风险也是有所准备 327 00:14:13,039 --> 00:14:16,179 所以一直大力拼命的开发海海外市场 328 00:14:16,179 --> 00:14:17,340 尤其是北美市场 329 00:14:17,340 --> 00:14:18,220 新用户们 330 00:14:18,220 --> 00:14:22,019 真正影响最大的还是那些要被清退掉的 331 00:14:22,019 --> 00:14:23,649 中国内地用户们哈 332 00:14:23,649 --> 00:14:25,190 有句玩笑话说呀 333 00:14:25,190 --> 00:14:27,049 当炒股能够赚钱的时候 334 00:14:27,049 --> 00:14:29,620 散户连开户的资格都没有 335 00:14:29,620 --> 00:14:31,759 我想不到这句玩笑话成真了 336 00:14:31,759 --> 00:14:35,769 难怪恒生科技昨天莫名其妙放量大跌 337 00:14:35,769 --> 00:14:39,210 这明显是有人提前得到分身跑路了嘛 338 00:14:39,210 --> 00:14:41,450 两周前我才刚刚劝港股 339 00:14:41,450 --> 00:14:43,080 股民们回头是岸 340 00:14:43,080 --> 00:14:44,759 及早投奔美股 341 00:14:44,759 --> 00:14:47,000 如今都变成港股难民了 342 00:14:47,000 --> 00:14:50,960 哈大A那边主力的50米大刀位都已经磨好了 343 00:14:50,960 --> 00:14:55,370 准备迎接第一批被清退回流的中概难民们 344 00:14:55,370 --> 00:14:58,110 哦说错了是金融消费者们 345 00:14:58,110 --> 00:15:02,389 以后内地普通人想开美股账户只会是越来越难 346 00:15:02,389 --> 00:15:04,629 这个路啊都给你一条条的分掉 347 00:15:04,629 --> 00:15:08,740 所以有钱或者有能力的还是得及早做好准备 348 00:15:08,740 --> 00:15:11,139 鸡蛋不能够放在同一个篮子里行 349 00:15:11,139 --> 00:15:12,879 今天我们就说到这里 350 00:15:12,879 --> 00:15:14,639 那祝大家这个常周末愉快 351 00:15:14,639 --> 00:15:15,980 我们下次见拜拜
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