美股动能指标飙升25%，如果AI行情崩盘买什么？高盛给出的终极防御股票清单！

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美股AI量化分析工具

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大家好

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我们是美股投资网

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用大数据驱动你的交易决策

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当前美股正在走向明显的两极分化

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我们先用几个数字直观感受一下这个市场结构

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标普500今年累计上涨约10%

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从整体来看表现还算不错

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但你仔细看科技和t mt相关股票

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就贡献了其中85%的涨幅

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这里的TMT不只是传统科技股

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还包括信息技术

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通信服务

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再加上亚马逊和特斯拉

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如果把这些股票全部踢掉

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标普500世纪只上涨了3%

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这意味着什么

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意味着现在的市场不是500家公司一起涨

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而是AI1条腿扛着整个指数

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这时候真正的问题来了

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这笔交易继续涨

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大家当然都开心

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但万一突然反转

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尤其是AI相关股票动能大幅回落

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市场会发生什么风险

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怎么规避

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更关键的是

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如果AI行情真的崩了

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我们该买什么

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今天这期视频我就来拆解这个问题

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我会结合多份专业研究历史数据和高升报告

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帮你理清思路

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告诉你在超级拥挤的AI加动量市场里

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哪些股票可能成为安全港

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哪些机会值得重点关注

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让你在行情波动中站稳脚跟

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而不是被市场的情绪牵着走

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除了刚才那张图

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我们再看这张

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我们可以看到

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对标普500今年涨幅贡献最大的前几家公司

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基本都集中在AI和科技链条里

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比如英伟达

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谷歌美光博通

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苹果AMD

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英特尔

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亚马逊LRCX

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所以高盛才会用一个词形容现在的美股

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One big trait

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一大笔交易表面上大家买的是不同股票

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英伟达博通美光

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AMD半导体设备

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云计算巨头

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甚至部分工业和能源链条

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但底层逻辑几乎完全一致

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压住AI资本开支继续扩张

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压住强者恒强

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压住涨得最多的股票还会继续涨

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那么资金有多集中呢

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看这两个图就能理解

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左边显示当前市场动能最偏向的行业

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排在前面的是半导体科技

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硬件

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能源和资本品

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这里的资本品指的是企业用来生产其他产品

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或提供服务的设备

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比如工业器械

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生产线设备或大型机器

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换句话说

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现在的热钱都集中在AI

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基础设施相关的产业链里

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右边更直接

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他告诉我们

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现在的动能行情和AI交易已经高度同步

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简单来讲就是AI强动能就强

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AI如果熄火

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动能也会跟着出问题

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到这里你可能会问

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AI集中度到底有多夸张呢

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看这张图的右边

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高盛的动能因子

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在过去的三个月里涨了25%

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三个月涨1/4

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这是什么概念

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这是1980年以来极其罕见的动能暴涨

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左边也能看到动能因子

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今年以来已经涨了34%

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曲线几乎是一路往上冲

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那问题来了

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这种动能狂热历史上最后都怎么样了

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高盛呢不是在说AI明天就崩

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它真正提醒的是这种行情短期可能还有惯性

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但中期风险已经上来了

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看这场高盛统一的是1980年以来

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动能因子在三个月内暴涨

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20%以上的历史情况

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一共11次

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图里的黑线是平均走势

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蓝线呢是这一次规律

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很清楚

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这种动能行情通常不会马上结束

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后面一个月往往还能继续冲一段

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但是再往后看两到三个月

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动量几乎无一例外的开始回落

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也就是说最危险的时候往往不是刚启动的时候

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而是涨到所有人都觉得还会继续涨的时候

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因为那个阶段资金已经抱团

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预期已经打满

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交易已经太一致

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只要一个变量出问题

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回撤就会很快

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那这次为什么更值得警惕呢

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因为这次动能暴涨发生在指数高位

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我们看下面这两张图

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高盛呢把历史情况分成两类

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一类是动能暴涨时

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标普500距离高点不到5%

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另一种是动能暴涨时

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标普500已经离高点比较远

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结果差别很明显

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如果动能暴涨发生在市场低位后面三个月

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标普500平均还能涨6%

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六个月平均涨9%

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但如果发生在市场高位后面

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一个月平均跌3%

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三个月平均跌2%

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六个月也还是平均跌1%

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现在的问题

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标普已经在高位附近

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所以这次更像前者

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如果你觉得本视频对你有帮助

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老规矩

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先点赞再收藏

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关键时刻能帮忙

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美国热线6263783637

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当然这里也要讲清楚

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高盛并不是说这轮AI行情完全是泡沫

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我们看这张标普500

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整体2027年EPS预期

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今年上调了大约8%

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这说明市场不是纯空炒

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盈利预期确实在改善

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但问题是改善非常集中

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AI基础设施公司的EPS预期上调了32%

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能源上调了19%

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如果把AI基础设施和能源剔除跳标普500

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剩下公司的2027年EPS预期基本就是零增长

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这就说明这轮行情有基本面

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但基本面也集中在少数方向

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这张图给了一个稍微积极的信号

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过去一个月

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标普500所有板块的EPS修正广度都是正的

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也就是说

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每个板块上调盈利预期的公司数量

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都多于下调的公司

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所以现在最准确的判断是AI行情有基本面

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但交易已经太拥挤

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盈利改善有扩散现象

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但核心支撑依然集中在AI

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基建和能源

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那么问题来了

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如果这笔AI加动能交易真的开始降温

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资金会往哪里去

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这里我不得不插播一段广告

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就在本周三一开盘

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美股大数据stock way AI模型选出了arm

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买入价242美元

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随后arm周三已经狂飙15%

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周四继续大涨16%

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两天累计涨幅超过30%

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我们模型提前捕捉到了

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资金正在重新定价a arm的核心逻辑

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AI时代市场不止买GPU

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也开始买CPU框架

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服务器

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芯片生态

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AI终端扩散这条线

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这就是我们自研多年AI的实力

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能时刻追踪股票订单流

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期权异动

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机构持仓变化在爆发前一刻给出信号

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如果你也想在短时间内

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把握下一支可能爆发的科技股

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推荐使用20000VIP会员

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用过的全球首个AI量化模型

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stock为AI网站呢

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我放在评论区了

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高盛给出的答案不是简单买防御股

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也不是随便找低估值股票

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而是换一套选股逻辑

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第一呢避开和AI动能绑定太深的资产

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第二呢寻找盈利趋势还在改善

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但股价没有过度追捧的公司

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也就是说

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市场如果从追动能切换到看盈利

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投资者就不能再只盯着谁涨得最猛

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而要看谁的上涨逻辑更独立

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看这张这张图

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不是看哪个板块涨得多

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而是看各个板块与AI交易动量交易的相关性

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横轴越往右说明AI交易越相关

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纵轴越往上说明和动量交易越相关

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所以右上角的位置

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就是最容易被智能AI动能交易带着走的区域

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从图上看

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信息技术

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工业材料供应事业相对更靠右上

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换句话说

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这些板块或多或少

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已经被AI交易和动能资金影响

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但必须消费品位置明显更靠左

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也更接近中性区域

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它和AI动量的相关性都比较低

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医疗和房地产也没有明显的跟随AI动能

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这就是第一个防守思路

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如果AI交易回撤

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先避开和AI动能绑定太深的板块

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去找低相关性板块

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但只看板块还不够

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因为低相关性只能说明它不容易被AI拖下水

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不能说明他一定有上涨动力

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所以高盛继续往下筛

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直接看具体股票

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这张表就是高盛给出的低敏感股票组合清单

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这个低敏感不是说股票没有波动

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也不是说这些股票一定不会跌

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00:08:15,319 --> 00:08:16,600
它真正的意思是

228
00:08:16,600 --> 00:08:19,839
这些公司的股价对两件事情的敏感度比较低

229
00:08:19,839 --> 00:08:22,250
第一对AI交易的敏感度低

230
00:08:22,250 --> 00:08:25,269
第二对美国经济增长预期的敏感度低

231
00:08:25,269 --> 00:08:26,290
这点很关键

232
00:08:26,290 --> 00:08:28,069
因为如果AI行情回调

233
00:08:28,069 --> 00:08:30,930
最容易被砸的往往是那些和AI资本开支

234
00:08:30,930 --> 00:08:32,919
动能交易绑定最深的股票

235
00:08:32,919 --> 00:08:34,980
但如果经济开始放缓

236
00:08:34,980 --> 00:08:36,559
高度依赖宏观复苏

237
00:08:36,559 --> 00:08:38,389
周期股也不一定安全

238
00:08:38,389 --> 00:08:41,570
所以高盛这张表筛的不是普通防御股

239
00:08:41,570 --> 00:08:43,600
而是一批更特殊的公司

240
00:08:43,600 --> 00:08:46,220
他们不站在AI交易最拥挤的位置

241
00:08:46,220 --> 00:08:48,960
也不完全靠经济加速来撑股价

242
00:08:48,960 --> 00:08:52,740
但2026和2027年的盈利预期还在增长

243
00:08:52,740 --> 00:08:54,359
最近呢也在上修

244
00:08:54,359 --> 00:08:55,399
从数据上看

245
00:08:55,399 --> 00:08:58,958
这个组合的中位数市值大约是250亿美元

246
00:08:58,958 --> 00:09:01,818
今年以来中位数涨幅是19%

247
00:09:01,818 --> 00:09:05,519
2026年EPS增长中位数是28%

248
00:09:05,519 --> 00:09:08,590
2027年EPS增长中位数是13%

249
00:09:08,590 --> 00:09:12,149
未来12个月市盈率中位数大约17倍

250
00:09:12,149 --> 00:09:13,090
也就是说

251
00:09:13,090 --> 00:09:16,190
这不是一堆纯防守没增长的股票

252
00:09:16,190 --> 00:09:18,470
而是一批估值没有明显溢价

253
00:09:18,470 --> 00:09:20,870
但盈利趋势还不错的公司

254
00:09:20,870 --> 00:09:23,940
再从行业分布看还是很分散的

255
00:09:23,940 --> 00:09:29,509
能源里面有PRMTDRTRGPTPL

256
00:09:29,509 --> 00:09:32,470
消费必需品里面有DARADM

257
00:09:32,470 --> 00:09:36,370
B g k v u e p o s t c a s y

258
00:09:36,370 --> 00:09:41,179
医疗里面有NBIXCNCWSTLL

259
00:09:41,179 --> 00:09:44,379
Y g m e d c a h

260
00:09:44,379 --> 00:09:45,820
科技和通信服务

261
00:09:45,820 --> 00:09:51,080
里面有CGNXFTNTRDDTNYT

262
00:09:51,080 --> 00:09:52,320
你有没有发现

263
00:09:52,320 --> 00:09:54,960
这套思路和普通人理解的防御不太一样

264
00:09:54,960 --> 00:09:57,879
普通人呢一说防御可能想到的是买可口可乐

265
00:09:57,879 --> 00:09:58,419
宝洁

266
00:09:58,419 --> 00:10:00,269
麦当劳这种传统稳定股

267
00:10:00,269 --> 00:10:03,529
但高盛这里的防御不是简单买低波动

268
00:10:03,529 --> 00:10:05,570
而是买那些不被AI交易框架

269
00:10:05,570 --> 00:10:07,659
同时又有自己盈利逻辑的股票

270
00:10:07,659 --> 00:10:09,379
所以这张表真正告诉我们的

271
00:10:09,379 --> 00:10:11,320
不是闭眼买里面的所有股票

272
00:10:11,320 --> 00:10:13,419
而是一个很重要的市场信号

273
00:10:13,419 --> 00:10:15,200
当AI交易太满之后

274
00:10:15,200 --> 00:10:18,659
下一阶段资金可能会开始寻找独立逻辑

275
00:10:18,659 --> 00:10:20,330
什么叫独立逻辑

276
00:10:20,330 --> 00:10:22,769
就是公司上涨不完全靠AI

277
00:10:22,769 --> 00:10:24,370
不完全靠市场情绪

278
00:10:24,370 --> 00:10:26,389
也不完全靠指数继续冲高

279
00:10:26,389 --> 00:10:28,769
而是靠自己的盈利修复政策

280
00:10:28,769 --> 00:10:32,500
催化现金流改善或者行业周期反转

281
00:10:32,779 --> 00:10:34,100
除了上面那一张图

282
00:10:34,100 --> 00:10:37,509
高升还给了另一张更偏交易反转的清单

283
00:10:37,509 --> 00:10:40,610
这张图的标题翻译过来也就是低动量

284
00:10:40,610 --> 00:10:43,440
但近期盈利预期还在上升的股票

285
00:10:43,440 --> 00:10:45,200
这张图和上一张不一样

286
00:10:45,200 --> 00:10:46,799
上面讲的是低敏感

287
00:10:46,799 --> 00:10:48,759
这章讲的是低动量反转

288
00:10:48,759 --> 00:10:51,720
这些股票过去不是市场最追捧的方向

289
00:10:51,720 --> 00:10:53,379
有些今年甚至还在跌

290
00:10:53,379 --> 00:10:55,639
但最近盈利预期都在改善

291
00:10:55,639 --> 00:10:56,820
这就很重要了

292
00:10:56,820 --> 00:10:58,659
如果动量交易真的开始反转

293
00:10:58,659 --> 00:11:00,200
那些前期涨得最猛

294
00:11:00,200 --> 00:11:02,879
仓位最优秀的股票可能会被资金减仓

295
00:11:02,879 --> 00:11:04,559
反过来前期被冷落

296
00:11:04,559 --> 00:11:06,379
但盈利预期开始改善的股票

297
00:11:06,379 --> 00:11:08,549
就可能重新进入机构事业

298
00:11:08,549 --> 00:11:11,110
所以这张表的价值不是让你追最强的股票

299
00:11:11,110 --> 00:11:12,090
而是提醒你

300
00:11:12,090 --> 00:11:14,330
当市场不再奖励谁涨得多

301
00:11:14,330 --> 00:11:15,929
资金就会重新回到

302
00:11:15,929 --> 00:11:17,419
使得基本面在变好

303
00:11:17,419 --> 00:11:18,700
从表里可以看到

304
00:11:18,700 --> 00:11:24,200
里面有SMCIKDPASONKVUEN

305
00:11:24,200 --> 00:11:28,840
D s k a d s k i r s e f t n t

306
00:11:28,840 --> 00:11:31,429
FICUGEN等公司

307
00:11:31,429 --> 00:11:32,850
他们不在同一个行业

308
00:11:32,850 --> 00:11:35,590
但共同点是都属于低动量股票

309
00:11:35,590 --> 00:11:39,289
同时最近EPS预期出现正向修正

310
00:11:39,289 --> 00:11:41,789
那么从高盛这两张表中

311
00:11:41,789 --> 00:11:44,120
我们能学到什么选股思路呢

312
00:11:44,120 --> 00:11:47,139
现在我选几个公司帮大家拆解一下

313
00:11:47,139 --> 00:11:48,840
算是抛砖引玉

314
00:11:48,840 --> 00:11:50,940
欢迎大家补充不同观点

315
00:11:50,940 --> 00:11:55,250
第一个是低敏感组合中的DARDAR呢

316
00:11:55,250 --> 00:11:55,870
很特别

317
00:11:55,870 --> 00:11:57,529
它不是传统食品公司

318
00:11:57,529 --> 00:11:59,649
也不是纯新能源公司

319
00:11:59,649 --> 00:12:04,090
而是全球最大的动物副产品与废弃油脂

320
00:12:04,090 --> 00:12:06,078
回收再利用平台之一

321
00:12:06,078 --> 00:12:08,059
公司呢把动物脂肪

322
00:12:08,059 --> 00:12:09,100
食品废料

323
00:12:09,100 --> 00:12:12,759
这些原料回收加工转化成生物柴油

324
00:12:12,759 --> 00:12:14,379
可持续航空燃料

325
00:12:14,379 --> 00:12:15,399
胶原蛋白

326
00:12:15,399 --> 00:12:16,950
动物饲料和肥料

327
00:12:16,950 --> 00:12:19,710
过去几年呢DAR股价表现不佳

328
00:12:19,710 --> 00:12:21,669
最大跌幅接近腰斩

329
00:12:21,669 --> 00:12:23,750
原因包括核心项目低

330
00:12:23,750 --> 00:12:24,990
基地盈利下滑

331
00:12:24,990 --> 00:12:27,068
生物柴油行业供给过剩

332
00:12:27,068 --> 00:12:29,229
新能源燃料利润周期结束

333
00:12:29,229 --> 00:12:31,159
高利率下负债压力大

334
00:12:31,159 --> 00:12:32,799
政策补贴不确定

335
00:12:32,799 --> 00:12:35,100
市场一度把它当作高负债

336
00:12:35,100 --> 00:12:37,639
强周期盈利见顶的公司

337
00:12:37,639 --> 00:12:40,889
但最近半年情况发生了明显反转

338
00:12:40,889 --> 00:12:41,909
最重要的是

339
00:12:41,909 --> 00:12:45,929
美国EPA提高了可再生燃料掺混要求

340
00:12:45,929 --> 00:12:50,220
政策呢也明显倾向美国本土原料和生产商

341
00:12:50,220 --> 00:12:52,299
DAR最大的护城河在于

342
00:12:52,299 --> 00:12:56,860
它掌握美国最大的废弃油脂和动物脂肪

343
00:12:56,860 --> 00:12:57,809
回收网络

344
00:12:57,809 --> 00:13:00,419
自己就站在原料入口上

345
00:13:00,419 --> 00:13:05,080
这让他直接受益于SAF和可再生柴油政策

346
00:13:05,080 --> 00:13:07,149
盈利预期明显改善

347
00:13:07,149 --> 00:13:10,090
当然呢它仍然受柴油价差

348
00:13:10,090 --> 00:13:12,309
原料价格和债务成本一项

349
00:13:12,309 --> 00:13:16,409
但正因为DAI敏感度和自身周期反转逻辑

350
00:13:16,409 --> 00:13:20,099
它成了低敏感组合中最具代表性的标的

351
00:13:20,099 --> 00:13:22,479
顺带提两只清单里的备选

352
00:13:22,479 --> 00:13:25,499
CBOE期权交易所市场越波动

353
00:13:25,499 --> 00:13:30,340
它反而受益CAH医疗分销信息流稳定纯防御

354
00:13:30,340 --> 00:13:34,179
第二支是低动量反转清单中的GEN

355
00:13:34,179 --> 00:13:36,759
很多人呢对GEN这个名字不熟

356
00:13:36,759 --> 00:13:39,429
但它旗下的品牌你几乎一定见过

357
00:13:39,429 --> 00:13:41,190
诺顿avast

358
00:13:41,190 --> 00:13:44,029
A v g avia lifelog

359
00:13:44,029 --> 00:13:45,029
Ccleaner

360
00:13:45,029 --> 00:13:47,740
这些现在都属于GN

361
00:13:47,740 --> 00:13:50,389
他原来叫non lifelock

362
00:13:50,389 --> 00:13:52,029
后来收购avast后

363
00:13:52,029 --> 00:13:53,429
改名成金地巨头

364
00:13:53,429 --> 00:13:57,269
已经是全球最大的消费级网络安全集团之一

365
00:13:57,269 --> 00:13:59,250
覆盖接近5亿用户

366
00:13:59,250 --> 00:14:01,090
过去几年长期低估

367
00:14:01,090 --> 00:14:04,000
计N因为大家觉得杀毒软件没用了

368
00:14:04,000 --> 00:14:06,200
windows defender免费就够了

369
00:14:06,200 --> 00:14:07,120
但现实是

370
00:14:07,120 --> 00:14:10,500
AI时代反而让消费者安全重新变得重要

371
00:14:10,500 --> 00:14:13,340
AI深度伪造钓鱼诈骗身份

372
00:14:13,340 --> 00:14:16,629
盗窃银行诈骗正在快速爆发

373
00:14:16,629 --> 00:14:19,309
GEN这几年最大的战略变化就是

374
00:14:19,309 --> 00:14:22,960
从PC杀毒软件转向个人数字身份安全

375
00:14:22,960 --> 00:14:24,379
管理层甚至提出

376
00:14:24,379 --> 00:14:27,679
未来定位是aging tikai时代的信任层

377
00:14:27,679 --> 00:14:28,669
什么意思

378
00:14:28,669 --> 00:14:31,669
未来每个人都会用AI agent帮你读邮件

379
00:14:31,669 --> 00:14:33,269
调用银行自动付款

380
00:14:33,269 --> 00:14:35,870
但最大的风险不再是电脑中毒

381
00:14:35,870 --> 00:14:37,500
而是AI被欺骗

382
00:14:37,500 --> 00:14:38,299
被劫持

383
00:14:38,299 --> 00:14:39,149
被伪造

384
00:14:39,149 --> 00:14:41,950
GEN正在布局AI诈骗检测

385
00:14:41,950 --> 00:14:44,789
深度伪造检测AI浏览器安全

386
00:14:44,789 --> 00:14:46,019
这些新产品

387
00:14:46,019 --> 00:14:47,440
从财务上看

388
00:14:47,440 --> 00:14:49,700
GEN的订阅模式非常优秀

389
00:14:49,700 --> 00:14:52,328
用户每年续费现金流极强

390
00:14:52,328 --> 00:14:56,408
公司2026财年营收首次突破50亿美元

391
00:14:56,408 --> 00:14:58,740
自由现金流超过15亿美元

392
00:14:58,740 --> 00:15:00,879
EPS持续双位数增长

393
00:15:00,879 --> 00:15:04,620
它已经像一台成熟版消费SARS加现金奶牛

394
00:15:04,620 --> 00:15:06,769
可以回购分红并购

395
00:15:06,769 --> 00:15:08,509
当然GN也有问题

396
00:15:08,509 --> 00:15:10,350
用户口碑两极分化

397
00:15:10,350 --> 00:15:12,090
有人觉得软件臃肿

398
00:15:12,090 --> 00:15:14,460
windows defender也是长期压力

399
00:15:14,460 --> 00:15:17,220
消费安全市场不如企业安全那么性感

400
00:15:17,220 --> 00:15:20,779
但他正在从杀毒软件公司转型成AI时代

401
00:15:20,779 --> 00:15:22,539
个人数字安全平台

402
00:15:22,539 --> 00:15:25,200
这是市场重新给估值的核心原因

403
00:15:25,200 --> 00:15:28,360
那除了GN还有一支同样值得看的股票

404
00:15:28,360 --> 00:15:29,480
S m c i

405
00:15:29,480 --> 00:15:30,480
你可能会问

406
00:15:30,480 --> 00:15:32,860
前面不是说P开AI用期交易吗

407
00:15:32,860 --> 00:15:35,350
怎么又把AI服务器公司拿出来了

408
00:15:35,350 --> 00:15:38,350
关键在低动量反转这五个字

409
00:15:38,350 --> 00:15:42,409
sm sci超威电脑过去几个月动能明显降温

410
00:15:42,409 --> 00:15:44,629
股价从高点回落了一大截

411
00:15:44,629 --> 00:15:46,379
不在市场追捧的最前沿

412
00:15:46,379 --> 00:15:48,559
但他被高盛放进这张表里

413
00:15:48,559 --> 00:15:52,539
是因为最近EPS预期开始出现正向修正

414
00:15:52,539 --> 00:15:54,759
之前市场担心什么存货问题

415
00:15:54,759 --> 00:15:55,500
毛利压力

416
00:15:55,500 --> 00:15:56,450
交付节奏

417
00:15:56,450 --> 00:15:58,330
但如果这些问题开始改善

418
00:15:58,330 --> 00:16:00,330
而AI服务器需求依然强劲

419
00:16:00,330 --> 00:16:01,990
那MICI就符合

420
00:16:01,990 --> 00:16:05,389
低动量加盈利上修的反转逻辑

421
00:16:05,389 --> 00:16:07,690
它不是让你现在闭眼追

422
00:16:07,690 --> 00:16:09,179
而是一个观察点

423
00:16:09,179 --> 00:16:11,759
当市场不再单纯奖励谁涨的最猛

424
00:16:11,759 --> 00:16:14,340
就会重新关注那些基本面在变好

425
00:16:14,340 --> 00:16:16,549
但股价还没反应的股票

426
00:16:16,549 --> 00:16:18,590
SMCI就是这类代表

427
00:16:18,590 --> 00:16:20,909
最后我们总结一下这三只股票

428
00:16:20,909 --> 00:16:24,309
刚好对应高盛报告里的三条独立逻辑

429
00:16:24,309 --> 00:16:25,909
D a r d a i

430
00:16:25,909 --> 00:16:28,970
敏感度政策和原料壁垒驱动的反转逻辑

431
00:16:28,970 --> 00:16:31,090
GEN低动量反转

432
00:16:31,090 --> 00:16:34,179
高现金流叠加AI安全转型潜力

433
00:16:34,179 --> 00:16:36,340
SMCI低动量反转

434
00:16:36,340 --> 00:16:39,720
AI硬件供应商受益于长期基础设施需求

435
00:16:39,720 --> 00:16:41,859
同时盈利预期再修复

436
00:16:41,859 --> 00:16:42,619
好啦

437
00:16:42,619 --> 00:16:45,119
你认为这两张表里最值得看的是谁

438
00:16:45,119 --> 00:16:46,458
你有不同的看法吗

439
00:16:46,458 --> 00:16:48,500
欢迎把观点打在评论区

440
00:16:48,500 --> 00:16:50,659
如果你想知道我们美股投资网

441
00:16:50,659 --> 00:16:52,419
认为哪支股最值得投资

442
00:16:52,419 --> 00:16:54,318
欢迎加入我们VIP会员

443
00:16:54,318 --> 00:16:55,739
临走前记得点赞

444
00:16:55,739 --> 00:16:58,099
打开小铃铛通知你的每一次互动

445
00:16:58,099 --> 00:16:59,558
都是我们美股投资网

446
00:16:59,558 --> 00:17:02,299
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