BV1LaLx63EQG · 请不要叫我梁同学1 00:00:13,220 --> 00:00:13,779 大家好 2 00:00:13,779 --> 00:00:14,820 欢迎回到娜娜说美股 3 00:00:14,820 --> 00:00:16,559 今天是5月20号周三 4 00:00:16,559 --> 00:00:20,960 国际原油期货市场再次被川普的一句话给击穿 5 00:00:20,960 --> 00:00:24,640 早盘时间美国能源信息署公布的数据显示呢 6 00:00:24,640 --> 00:00:27,879 美国上周原油总库存创纪录暴跌 7 00:00:27,879 --> 00:00:29,629 1780万桶 8 00:00:29,629 --> 00:00:31,109 远超市场预期 9 00:00:31,109 --> 00:00:33,770 哈迪加美国原油出口升到历史高位 10 00:00:33,770 --> 00:00:38,268 一度引发市场对全球原油供应进一步紧缺担忧 11 00:00:38,268 --> 00:00:38,628 呃 12 00:00:38,628 --> 00:00:40,950 所以这个数据公布之后 13 00:00:40,950 --> 00:00:44,109 国际原油呢短线收窄了早盘跌幅 14 00:00:44,109 --> 00:00:46,390 但是仅仅数5分钟之后 15 00:00:46,390 --> 00:00:47,990 哈川普就放话称 16 00:00:47,990 --> 00:00:50,409 美伊谈判已经进入最终阶段 17 00:00:50,409 --> 00:00:51,270 与此同时 18 00:00:51,270 --> 00:00:52,229 媒体报道称 19 00:00:52,229 --> 00:00:56,070 部分邮轮已开始重新通过霍尔木兹海峡 20 00:00:56,070 --> 00:00:56,990 原有的战争 21 00:00:56,990 --> 00:00:59,570 一家立即就迅速回吐呃 22 00:00:59,570 --> 00:01:00,990 跌幅急剧扩大 23 00:01:00,990 --> 00:01:03,950 WTI原油期货跌破了100美元每桶 24 00:01:03,950 --> 00:01:06,829 这个创近两周最大单日跌幅 25 00:01:06,829 --> 00:01:09,939 还有据阿拉伯这个电视台报道 26 00:01:09,939 --> 00:01:13,879 每一协议文本已经进入了最后润色阶段 27 00:01:13,879 --> 00:01:15,930 谈判机制仍将延续 28 00:01:15,930 --> 00:01:19,250 下一轮磋商已计划在朝觐季结束 29 00:01:19,250 --> 00:01:21,750 也就是5月31号之后 30 00:01:21,750 --> 00:01:24,469 与巴基斯坦首都伊斯兰堡举行 31 00:01:24,469 --> 00:01:25,109 另外呢 32 00:01:25,109 --> 00:01:27,420 伊朗伊斯兰革命卫队海军也称 33 00:01:27,420 --> 00:01:28,659 过去24小时内 34 00:01:28,659 --> 00:01:29,519 包括邮轮 35 00:01:29,519 --> 00:01:30,519 集装箱船 36 00:01:30,519 --> 00:01:33,439 还有其他商船在内的26艘船 37 00:01:33,439 --> 00:01:35,260 在与伊朗的协调之下 38 00:01:35,260 --> 00:01:36,819 通过了霍尔木兹海峡 39 00:01:36,819 --> 00:01:40,480 此外英国韩运媒体援引最终数据称 40 00:01:40,480 --> 00:01:43,579 在5月11号到17号之间 41 00:01:43,579 --> 00:01:47,189 至少有54艘船穿越了霍尔木兹海峡 42 00:01:47,189 --> 00:01:49,719 前一周还只有25艘 43 00:01:49,719 --> 00:01:51,900 所以这些最新的航运消息 44 00:01:51,900 --> 00:01:56,159 击中了此前支撑着油价暴涨的核心逻辑 45 00:01:56,159 --> 00:01:56,519 呃 46 00:01:56,519 --> 00:02:00,599 就是霍尔木兹海峡可能会长期关闭市场呢 47 00:02:00,599 --> 00:02:02,879 交易逻辑迅速扭转哈 48 00:02:02,879 --> 00:02:04,599 现在开始重新定价 49 00:02:04,599 --> 00:02:09,329 冲突缓和与这个海峡恢复通航的可能性 50 00:02:09,329 --> 00:02:13,468 如今的原有市场啊已经成为了一个高度政治化 51 00:02:13,468 --> 00:02:16,019 情绪化的地缘风险市场 52 00:02:16,019 --> 00:02:18,679 而不再是供需市场了哈 53 00:02:18,679 --> 00:02:22,430 决定油价翻向的不是库存数据本身 54 00:02:22,430 --> 00:02:24,389 而是川普的每一句话 55 00:02:24,389 --> 00:02:26,229 任何有关霍尔木兹海峡 56 00:02:26,229 --> 00:02:28,969 恢复伊朗谈判推进的消息 57 00:02:28,969 --> 00:02:31,909 都可能会导致市场情绪的急转弯 58 00:02:31,909 --> 00:02:33,189 随着油价回落 59 00:02:33,189 --> 00:02:34,969 通胀压力短期缓解 60 00:02:34,969 --> 00:02:36,939 美债收益率也顺势走低 61 00:02:36,939 --> 00:02:39,500 深圳基本收益率今天从4.7% 62 00:02:39,500 --> 00:02:42,449 大幅下滑到4.6%以下嗯 63 00:02:42,449 --> 00:02:45,430 这个走势与油价的下跌同步发生 64 00:02:45,430 --> 00:02:49,379 成为美股从近期低点反弹的重要催化剂 65 00:02:49,379 --> 00:02:51,699 美股三大指数今天集体走强 66 00:02:51,699 --> 00:02:54,340 除了石油与折扣电板块之外 67 00:02:54,340 --> 00:02:57,300 市场其他的板块全线大涨 68 00:02:57,300 --> 00:02:58,969 先来盘后嗯 69 00:02:58,969 --> 00:03:01,990 宇宙中心英伟达已经公布了财报 70 00:03:01,990 --> 00:03:04,530 公司2027财年Q1财季 71 00:03:04,530 --> 00:03:06,289 营收八百十六亿美元 72 00:03:06,289 --> 00:03:08,169 同比增长85% 73 00:03:08,169 --> 00:03:11,810 其中数据中心业务收入呢为752亿美元 74 00:03:11,810 --> 00:03:13,250 同比增长92% 75 00:03:13,250 --> 00:03:14,770 超大规模云服务 76 00:03:14,770 --> 00:03:16,909 三就是那几个科技巨头 77 00:03:16,909 --> 00:03:19,550 他们的收入占比大约是一半 78 00:03:19,550 --> 00:03:21,710 净利润583亿美元 79 00:03:21,710 --> 00:03:24,110 调整后每股收益1.87美元 80 00:03:24,110 --> 00:03:26,349 同比大增140% 81 00:03:26,349 --> 00:03:27,879 数据非常的好看哈 82 00:03:27,879 --> 00:03:28,719 展望未来 83 00:03:28,719 --> 00:03:31,439 公司预计Q2营收九百十亿美元 84 00:03:31,439 --> 00:03:33,199 VRRUBIN将会按计划 85 00:03:33,199 --> 00:03:36,930 在今年第三季度开始交付给客户嗯 86 00:03:36,930 --> 00:03:41,069 可以说业绩与指引了全面超出市场预期 87 00:03:41,069 --> 00:03:42,789 而且公司董事会还追加了 88 00:03:42,789 --> 00:03:44,599 800亿美元的股票回购 89 00:03:44,599 --> 00:03:49,409 并且将季度股息推高到每股25美分嗯 90 00:03:49,409 --> 00:03:53,189 但是这盘后股价反应似乎很犹豫哈 91 00:03:53,189 --> 00:03:54,639 暂时小跌 92 00:03:54,639 --> 00:03:57,139 以过去几次的经验来说 93 00:03:57,139 --> 00:03:58,740 盘后的波动不重要 94 00:03:58,740 --> 00:04:02,449 重要的是明天周四盘中的走势 95 00:04:02,449 --> 00:04:04,050 期权市场暗示 96 00:04:04,050 --> 00:04:05,930 明天英伟达的股价可能会出现 97 00:04:05,930 --> 00:04:09,270 大约6.5%左右的涨跌浮动 98 00:04:09,979 --> 00:04:14,960 这显示出交易员们对这个明天走势结果 99 00:04:14,960 --> 00:04:15,900 高度不确定性 100 00:04:15,900 --> 00:04:16,860 只要胆子 101 00:04:16,860 --> 00:04:19,620 明天盘中不要大跌就行哈 102 00:04:19,620 --> 00:04:22,220 其实小涨小跌都无所谓的 103 00:04:22,220 --> 00:04:23,680 QQ今天反弹 104 00:04:23,680 --> 00:04:26,779 这条蓝色的上升趋势线被跌破之后呢 105 00:04:26,779 --> 00:04:29,060 已经从原来支撑转变为阻力 106 00:04:29,060 --> 00:04:32,550 今天的反弹刚好触及该趋势线下轨 107 00:04:32,550 --> 00:04:35,110 这个下方的成交量 108 00:04:35,110 --> 00:04:38,269 在近期下跌与反弹中呢相对平稳 109 00:04:38,269 --> 00:04:40,038 没有出现极端放量 110 00:04:40,038 --> 00:04:44,119 这说明多空双方都在等待今天盘后的重大事件 111 00:04:44,119 --> 00:04:45,829 市场观望情绪浓厚 112 00:04:45,829 --> 00:04:48,740 如果没有极强利好催化 113 00:04:48,740 --> 00:04:51,420 那受阻于这条趋势线 114 00:04:51,420 --> 00:04:54,639 QQ大概率会顺着阻力位再次下探 115 00:04:54,639 --> 00:04:56,899 寻找下方平台支撑 116 00:04:56,899 --> 00:04:59,959 只有英伟达财报引爆市场情绪 117 00:04:59,959 --> 00:05:03,379 并且呢能够在明天保持强势 118 00:05:03,379 --> 00:05:05,269 至少不可以大跌 119 00:05:05,269 --> 00:05:09,050 那QQ才能够以跳空高开或者大阳线的方式 120 00:05:09,050 --> 00:05:12,569 强行收回这条趋势线内部嗯 121 00:05:12,569 --> 00:05:16,189 但是由于这趋势线的角度实在是过于陡峭 122 00:05:16,189 --> 00:05:18,600 而且维持也挺长时间了 123 00:05:18,600 --> 00:05:22,019 所以这个继续维持这种斜率的上涨 124 00:05:22,019 --> 00:05:23,519 本身难度很大的 125 00:05:23,519 --> 00:05:26,699 哈费城半导体指数呢今天大涨4.5% 126 00:05:30,889 --> 00:05:33,769 并且将会于5月23号到28号 127 00:05:33,769 --> 00:05:36,798 就初步薪酬方案进行投票 128 00:05:36,798 --> 00:05:38,738 韩国劳动部长表示 129 00:05:38,738 --> 00:05:42,810 工会与三星电子在利润分配上达成共识 130 00:05:42,810 --> 00:05:47,209 这消息缓解了市场对存储芯片供应中断的担忧 131 00:05:47,209 --> 00:05:49,920 半导体板块也全线反弹 132 00:05:49,920 --> 00:05:55,420 其中CPU3巨头arm AMD和英特尔集体大涨 133 00:05:55,420 --> 00:05:57,819 其中arm的股价涨超15% 134 00:05:57,819 --> 00:06:00,319 突破了近期高点240美元 135 00:06:00,319 --> 00:06:01,519 再创新高 136 00:06:01,519 --> 00:06:05,660 随着AI从大模型推理迈向智能体阶段 137 00:06:05,660 --> 00:06:09,798 华尔街对CPU市场前景普遍持乐观态度 138 00:06:09,798 --> 00:06:10,798 花旗预计 139 00:06:10,798 --> 00:06:13,259 售代理式AI应用需求激增 140 00:06:13,259 --> 00:06:15,930 推动服务器CPU市场规模 141 00:06:15,930 --> 00:06:18,750 有望从2025年的293亿美元 142 00:06:18,750 --> 00:06:20,470 年增长35% 143 00:06:20,470 --> 00:06:24,069 到2030年达到一千三百十五亿美元 144 00:06:24,069 --> 00:06:24,629 并且呢 145 00:06:24,629 --> 00:06:26,920 将英特尔AAMD的目标股价 146 00:06:26,920 --> 00:06:30,759 都分别上调到130美元和460美元 147 00:06:30,759 --> 00:06:32,060 其他个股方面 148 00:06:32,060 --> 00:06:33,939 油价的大幅回落 149 00:06:33,939 --> 00:06:37,538 推动了邮轮航空公司今天暴力反弹 150 00:06:37,538 --> 00:06:39,699 达美航空股价飙升10% 151 00:06:39,699 --> 00:06:42,350 日K售出了一根超级长阳线 152 00:06:42,350 --> 00:06:44,949 抹去了过去十个交易日的跌幅哈 153 00:06:44,949 --> 00:06:46,990 再次回到了历史前高附近 154 00:06:46,990 --> 00:06:48,279 这很厉害哈 155 00:06:48,279 --> 00:06:52,089 这个拉的就好像过去几个月油价没有涨过一样 156 00:06:52,089 --> 00:06:54,649 挪威邮轮呢也难得应了一次 157 00:06:54,649 --> 00:06:56,550 股价今天大涨超8% 158 00:06:56,550 --> 00:06:58,009 至4月中旬以来 159 00:06:58,009 --> 00:06:59,410 它的股价就跌跌不休 160 00:06:59,410 --> 00:07:01,490 累计回撤了约35% 161 00:07:01,490 --> 00:07:04,329 除了染料成本拖累利润率之外 162 00:07:04,329 --> 00:07:08,199 那个汉坦病毒也影响了邮轮的预订量 163 00:07:08,199 --> 00:07:12,428 三大邮轮中挪威邮轮的基本面最为脆弱 164 00:07:12,428 --> 00:07:15,889 管理层执行能力呢也不如另外两个出色 165 00:07:15,889 --> 00:07:18,629 所以即使想要搏短线反弹 166 00:07:18,629 --> 00:07:21,529 我觉得也应该尽量选择另外两个 167 00:07:21,529 --> 00:07:24,790 其他的对油价敏感的物流公司 168 00:07:24,790 --> 00:07:27,470 或者对利率敏感的金融股 169 00:07:27,470 --> 00:07:29,600 今天也都多数反弹哈 170 00:07:29,600 --> 00:07:32,500 呃比如像高盛今天涨得就非常的不错 171 00:07:32,500 --> 00:07:36,420 但是资金最热捧的呢还是AI硬件嗯 172 00:07:36,420 --> 00:07:37,620 零售商target 173 00:07:37,620 --> 00:07:40,800 今天盘前公布的2026财年第一季度财 174 00:07:40,800 --> 00:07:42,800 这个财报表现强劲 175 00:07:42,800 --> 00:07:45,310 营收与盈利双双超预期 176 00:07:45,310 --> 00:07:48,158 并且上调全年营收增长预测 177 00:07:48,158 --> 00:07:52,319 在经历了疫情后连续3年的营收下滑之后 178 00:07:52,319 --> 00:07:55,970 target的转型努力呢正开始收获回报 179 00:07:55,970 --> 00:07:59,209 新CEO上任后的首个完整财报季 180 00:07:59,209 --> 00:08:01,529 表现获得了华尔街的认可 181 00:08:01,529 --> 00:08:04,269 多家机构随即上调了目标价 182 00:08:04,269 --> 00:08:07,240 但是嗯尽管业绩亮眼 183 00:08:07,240 --> 00:08:09,139 股价仍然季后下跌 184 00:08:09,139 --> 00:08:11,519 部分机构仍持谨慎态度 185 00:08:11,519 --> 00:08:15,120 比如美银重申对该股的跑数大盘评级 186 00:08:15,120 --> 00:08:18,839 警告称退税利好效应可能消退 187 00:08:18,839 --> 00:08:22,079 汽油价格维持高位以及通胀压力 188 00:08:22,079 --> 00:08:25,199 可能在下半年拖累非必需消费品 189 00:08:25,199 --> 00:08:26,680 而另一家机构则表示 190 00:08:26,680 --> 00:08:30,600 投资者将评估这个一季度的改善是可持续的 191 00:08:30,600 --> 00:08:32,639 还是收短基因所推动 192 00:08:32,639 --> 00:08:35,210 对该股呢仍维持持有评级 193 00:08:35,210 --> 00:08:36,250 明天盘前 194 00:08:36,250 --> 00:08:39,370 另一家零售巨头沃尔玛将会公布财报 195 00:08:39,370 --> 00:08:41,519 作为美国最大的零售商 196 00:08:41,519 --> 00:08:43,240 届时他的财报将会提供 197 00:08:43,240 --> 00:08:47,450 更多有关消费者健康状况的细节 198 00:08:47,450 --> 00:08:49,370 以及高企的汽油价格 199 00:08:49,370 --> 00:08:51,580 对美国家庭消费支出影响 200 00:08:51,580 --> 00:08:55,559 公司已经连续19个季度营收超出分析师预期 201 00:08:55,559 --> 00:08:57,340 在过去十个季度中呢 202 00:08:57,340 --> 00:09:00,440 有八个季度的每股收益都超出预期 203 00:09:00,440 --> 00:09:02,240 我还是比较看好沃尔玛 204 00:09:02,240 --> 00:09:04,720 这次财报能够同样可以超越其它 205 00:09:06,039 --> 00:09:08,679 这会让营收总额膨胀 206 00:09:08,679 --> 00:09:12,080 而且很多消费者会寻找高性价比的商品 207 00:09:12,080 --> 00:09:13,779 就是所谓的消费降级 208 00:09:13,779 --> 00:09:16,419 那沃尔玛会吸引更多的客户 209 00:09:16,419 --> 00:09:18,000 扩大它的市场份额 210 00:09:18,000 --> 00:09:19,559 还有关税退还呢 211 00:09:19,559 --> 00:09:21,860 也可以反映到他的资产负债表上 212 00:09:21,860 --> 00:09:24,720 至于这个股价季后反应哈 213 00:09:24,720 --> 00:09:26,620 我还是更倾向于看涨 214 00:09:26,620 --> 00:09:28,799 核电板块集体狂飙 215 00:09:28,799 --> 00:09:31,179 近期美债收益率的持续攀升 216 00:09:31,179 --> 00:09:33,500 让这个板块承受了很大的压力 217 00:09:33,500 --> 00:09:35,419 所以今天收益率回落 218 00:09:35,419 --> 00:09:38,200 壳电股的反弹也是非常的剧烈 219 00:09:38,200 --> 00:09:42,659 空头回补与逢低买入共同推动了该板块大涨 220 00:09:42,659 --> 00:09:43,159 另外呢 221 00:09:43,159 --> 00:09:46,370 美国历史上规模最大的公用事业收购案 222 00:09:46,370 --> 00:09:48,490 就是新纪元能源 223 00:09:48,490 --> 00:09:52,769 以670亿美元收购竞争对手道明尼能源 224 00:09:52,769 --> 00:09:53,730 的交易 225 00:09:53,730 --> 00:09:56,850 也让这个电力题材炒作进一步升温 226 00:09:56,850 --> 00:10:00,850 嗯存储光模块已经炒了几个月时间了哈 227 00:10:00,850 --> 00:10:04,919 而电力板块刚刚完成了前期暴涨后的调整 228 00:10:04,919 --> 00:10:09,379 所以就有部分热钱又开始炒作电力供应短缺了 229 00:10:09,379 --> 00:10:12,740 像n n e o clue这些PPT电力股 230 00:10:12,740 --> 00:10:14,289 股价弹性最大 231 00:10:14,289 --> 00:10:16,590 而TALNCEG 232 00:10:16,590 --> 00:10:20,450 VST等这些公用事业电力股的基本面最稳健 233 00:10:20,450 --> 00:10:22,328 现金流确定性最强 234 00:10:22,328 --> 00:10:24,568 VST股价连续数日下跌之后 235 00:10:24,568 --> 00:10:25,989 今天跳空高开 236 00:10:25,989 --> 00:10:27,740 站上了5日均线 237 00:10:27,740 --> 00:10:29,259 盘中持续走高 238 00:10:29,259 --> 00:10:30,860 日K收出一根中阳线 239 00:10:30,860 --> 00:10:32,259 业绩是没有问题的 240 00:10:32,259 --> 00:10:33,500 134美元 241 00:10:33,500 --> 00:10:38,340 其实以下都是非常具有吸引力的建仓区间 242 00:10:38,340 --> 00:10:40,679 即便今天这个大涨之后 243 00:10:40,679 --> 00:10:44,309 也仍处于基本面承载的公允价值区间哈 244 00:10:44,309 --> 00:10:47,149 如果美债收益率能够持续回落的话 245 00:10:47,149 --> 00:10:49,389 那股价也有望同步走高 246 00:10:49,389 --> 00:10:52,870 拉出一波嗯可观的反弹行情 247 00:10:52,870 --> 00:10:55,370 但是呢这个股票是比较磨人的 248 00:10:55,370 --> 00:10:56,549 公用事业股 249 00:10:56,549 --> 00:10:59,809 我不可能像那些妖股那样子随便爆炒 250 00:10:59,809 --> 00:11:02,860 所以呢持股待涨需要一些耐心哈 251 00:11:02,860 --> 00:11:07,139 AI数据中心互联巨头阿STELLIS大涨超10% 252 00:11:07,139 --> 00:11:09,970 7年内涨幅已经达到约73% 253 00:11:09,970 --> 00:11:12,409 只要远超标普500指数的回报率 254 00:11:12,409 --> 00:11:16,440 加拿大皇家银行维持其跑赢大盘的评级 255 00:11:16,440 --> 00:11:19,519 并且将目标价上调到250美元 256 00:11:19,519 --> 00:11:20,480 预计该公司呢 257 00:11:20,480 --> 00:11:24,039 将会从亚马逊TRAINEM3的部署中受益 258 00:11:24,039 --> 00:11:26,159 不过分析师同时警告称 259 00:11:26,159 --> 00:11:27,879 AI资本支出放缓啦 260 00:11:27,879 --> 00:11:30,919 与亚马逊相关的认股权证交易 261 00:11:30,919 --> 00:11:32,639 及阿斯特瓦拉普四额 262 00:11:32,639 --> 00:11:35,700 这个高达72倍的远期市盈率 263 00:11:35,700 --> 00:11:37,799 估值还仍然是关键风险因素 264 00:11:37,799 --> 00:11:41,200 虽然市场对它的长期增长前景依然看好 265 00:11:41,200 --> 00:11:44,039 玩具制造商海之宝披露了业绩 266 00:11:44,039 --> 00:11:48,889 受威士忌品牌与数字游戏业务持续热销拉动 267 00:11:48,889 --> 00:11:51,389 公司一季度营收大涨13% 268 00:11:51,389 --> 00:11:52,669 突破了10亿美元 269 00:11:52,669 --> 00:11:54,750 净利润达到约2亿美元 270 00:11:56,470 --> 00:11:59,019 而且都远好于市场的预期 271 00:11:59,019 --> 00:12:02,620 但是旗下消费品业务营收呢停滞不前 272 00:12:02,620 --> 00:12:05,419 娱乐业务营收同比下滑24% 273 00:12:05,419 --> 00:12:09,120 而且公司也没有因为这个强劲的Q1业绩表现 274 00:12:09,120 --> 00:12:11,460 就上调全年营收指引 275 00:12:11,460 --> 00:12:13,360 导致投资者失望 276 00:12:13,360 --> 00:12:15,669 股价呢因此季后下跌 277 00:12:15,669 --> 00:12:18,149 INTU财结盘后公布 278 00:12:18,149 --> 00:12:20,740 2026财年第三财季业绩 279 00:12:20,740 --> 00:12:22,620 营收85.6亿美元 280 00:12:22,620 --> 00:12:23,840 同比增长10% 281 00:12:23,840 --> 00:12:24,980 略好于预期 282 00:12:24,980 --> 00:12:27,549 调整后每股收益12.8美元 283 00:12:27,549 --> 00:12:29,549 高于预期的12.6美元 284 00:12:29,549 --> 00:12:32,899 公司还上调了全年营收与盈利指引 285 00:12:32,899 --> 00:12:35,080 公司董事会批准了一项新的 286 00:12:35,080 --> 00:12:37,629 80亿股票的回购计划 287 00:12:37,629 --> 00:12:39,470 结果股价盘后暴跌哈 288 00:12:39,470 --> 00:12:40,870 这真的让人看不懂了 289 00:12:40,870 --> 00:12:43,909 不知道是不是和公司宣布裁员有关系 290 00:12:43,909 --> 00:12:47,750 呃明天可能要把整个软件板块给带崩了 291 00:12:47,750 --> 00:12:51,230 如果明天软件板块软趴趴的话 292 00:12:51,230 --> 00:12:56,289 那呃只能指望AI硬件可以啊托市 293 00:12:56,289 --> 00:12:59,639 所以只要英伟达不要崩 294 00:12:59,639 --> 00:13:00,799 不要大跌哈 295 00:13:00,799 --> 00:13:04,480 那我觉得AI硬件板块应该问题不大的行 296 00:13:04,480 --> 00:13:05,940 今天我们就说到这里 297 00:13:05,940 --> 00:13:07,480 那我们明天见拜拜
评论采集失败
采集完成，该视频无弹幕