BV1NF7369EfR · 请不要叫我梁同学1 00:00:05,400 --> 00:00:06,179 大家好 2 00:00:06,179 --> 00:00:08,699 今天是6月22号星期一 3 00:00:08,699 --> 00:00:11,230 我们继续分析美股 4 00:00:11,589 --> 00:00:14,509 本期内容包括对基本面的跟进 5 00:00:14,509 --> 00:00:18,269 随后分析大盘指数和热门股票 6 00:00:19,600 --> 00:00:23,600 英伟达发布halos for robotics 7 00:00:23,600 --> 00:00:27,399 重塑物理AI安全新标准 8 00:00:28,679 --> 00:00:31,359 安全系统跨界扩展 9 00:00:31,359 --> 00:00:36,939 英伟达将自动驾驶安全系统扩展至机器人领域 10 00:00:37,420 --> 00:00:40,369 发布halos for robotics 11 00:00:40,369 --> 00:00:45,210 此举旨在应对自主机器人规模扩大带来的挑战 12 00:00:45,210 --> 00:00:48,859 为物理AI提供统一的安全架构 13 00:00:48,859 --> 00:00:53,170 加速其在工业场景中的安全落地 14 00:00:53,170 --> 00:00:56,609 构建标准化安全架构 15 00:00:56,609 --> 00:01:00,520 该系统连接了AI计算系统 16 00:01:00,520 --> 00:01:02,159 软件传感器 17 00:01:02,159 --> 00:01:04,609 数据及安全应用 18 00:01:04,609 --> 00:01:08,599 为企业提供标准化的统一安全体系 19 00:01:08,599 --> 00:01:10,879 这种一体化的架构设计 20 00:01:10,879 --> 00:01:16,260 有效解决了传统机器人安全标准碎片化的问题 21 00:01:16,260 --> 00:01:18,579 提升了整体安全性 22 00:01:19,980 --> 00:01:22,500 赋能工业物流场景 23 00:01:22,500 --> 00:01:23,819 英伟达指出 24 00:01:23,819 --> 00:01:29,129 物理AI正深刻改变工厂与仓库的运作模式 25 00:01:29,129 --> 00:01:32,349 统一的安全架构是机器人团队 26 00:01:32,349 --> 00:01:38,000 将自主系统规模化扩展至复杂动态环境的关键 27 00:01:38,000 --> 00:01:42,079 这将为工业与物流业务的智能化转型 28 00:01:42,079 --> 00:01:44,549 提供坚实保障 29 00:01:44,549 --> 00:01:50,909 头部企业率先应用人形机器人公司AGDELITY 30 00:01:50,909 --> 00:01:54,629 成为首个采用该系统的企业 31 00:01:54,629 --> 00:01:57,469 其机器人已服务于亚马逊 32 00:01:57,469 --> 00:01:59,198 丰田等巨头 33 00:01:59,198 --> 00:02:04,310 在工厂和物流业务中引入halos系统 34 00:02:04,310 --> 00:02:08,629 将为行业树立负责任自动化的新标准 35 00:02:08,629 --> 00:02:11,389 加速商业化进程 36 00:02:12,650 --> 00:02:15,389 开放平台与开发者支持 37 00:02:15,389 --> 00:02:17,530 面向注册开发者 38 00:02:17,530 --> 00:02:24,219 英伟达推出了支持LINUX及QAX配置的heroes CORE 39 00:02:24,219 --> 00:02:26,060 抢先体验版 40 00:02:26,060 --> 00:02:31,370 同时开源的outset in安全蓝图 41 00:02:31,370 --> 00:02:36,479 也在GITHUB上限大幅降低了开发门槛 42 00:02:36,479 --> 00:02:41,699 助力开发者快速构建安全的机器人应用 43 00:02:41,860 --> 00:02:44,199 欧洲超算规模扩张 44 00:02:44,199 --> 00:02:48,340 英伟达还在欧洲加速部署35台AI 45 00:02:48,340 --> 00:02:49,849 超级计算机 46 00:02:49,849 --> 00:02:54,229 创下该区域当年最大规模扩张记录 47 00:02:54,229 --> 00:02:58,770 这些算力设施将广泛支持气候科学 48 00:02:58,770 --> 00:03:04,090 医疗健康及清洁能源等前沿研究 49 00:03:04,090 --> 00:03:08,669 全面推动欧洲科研领域的创新突破 50 00:03:11,379 --> 00:03:14,319 SPACEX转型AI基建巨头 51 00:03:14,319 --> 00:03:19,740 数10亿美元算力大单与发债扩张并行 52 00:03:20,520 --> 00:03:23,580 签署巨额算力租赁协议 53 00:03:23,580 --> 00:03:26,580 SPACEX与开源AI公司 54 00:03:26,580 --> 00:03:32,400 初创公司reflection AI达成数10亿美元合作 55 00:03:32,400 --> 00:03:35,300 自今年7月起至2029年 56 00:03:35,300 --> 00:03:38,500 后者每月将支付1.5亿美元 57 00:03:38,500 --> 00:03:41,759 租用田纳西州数据中心硬件 58 00:03:41,759 --> 00:03:46,879 双方均保留提前90天通知终止的权利 59 00:03:47,960 --> 00:03:49,189 密集签约 60 00:03:49,189 --> 00:03:51,599 确立基建领导地位 61 00:03:51,599 --> 00:03:54,680 继与谷歌及ANTHROPIC 62 00:03:54,680 --> 00:03:58,939 分别达成数百亿美元算力租赁协议后 63 00:03:58,939 --> 00:04:04,020 SPACEX正加速转型为AI基础设施提供商 64 00:04:04,610 --> 00:04:07,180 尽管面临模型开发竞争 65 00:04:07,180 --> 00:04:12,219 SPACEX凭借庞大的芯片库存与数据中心设施 66 00:04:12,219 --> 00:04:16,670 确立了算力销售市场的领先地位 67 00:04:18,459 --> 00:04:22,060 开源企业或资本与算力双擎 68 00:04:22,060 --> 00:04:27,589 由前deep man的研究研创立的reflection AI 69 00:04:27,589 --> 00:04:29,389 获英伟达支持 70 00:04:29,389 --> 00:04:32,899 正以250亿美元估值推进融资 71 00:04:32,899 --> 00:04:34,339 充足的算力 72 00:04:34,339 --> 00:04:39,720 为其大规模构建顶尖开源模型提供了关键保障 73 00:04:39,720 --> 00:04:42,639 也凸显了当前市场对高质量 74 00:04:42,639 --> 00:04:45,730 AI计算资源的迫切需求 75 00:04:46,050 --> 00:04:53,620 IP后发债券优化债务完成创纪录IPO后 76 00:04:53,620 --> 00:04:57,399 SPACEX启动首次投资级债券发行 77 00:04:57,399 --> 00:04:59,819 拟募资至少200亿美元 78 00:04:59,819 --> 00:05:02,319 用于置换过桥贷款 79 00:05:02,319 --> 00:05:05,839 目前持有超千亿美元现金 80 00:05:05,839 --> 00:05:08,240 未来将主要依托债券市场 81 00:05:08,240 --> 00:05:13,680 而非股权稀释来为AI扩张筹集资金 82 00:05:14,560 --> 00:05:17,750 评级背书与债务扩张预期 83 00:05:22,490 --> 00:05:24,910 有效降低了融资成本 84 00:05:24,910 --> 00:05:26,889 但分析师预测 85 00:05:26,889 --> 00:05:30,290 随着AI布局深入到2031年 86 00:05:30,290 --> 00:05:33,899 其净债务或增加超4000亿美元 87 00:05:33,899 --> 00:05:34,939 债务融资 88 00:05:34,939 --> 00:05:39,120 将成为支撑其宏大战略的主要资金来源 89 00:05:39,120 --> 00:05:42,370 科技巨头掀起AI举债潮 90 00:05:42,370 --> 00:05:47,350 SPACEX的举债是科技界AI融资热潮的缩影 91 00:05:47,350 --> 00:05:50,189 随着AI基建资本开支激增 92 00:05:50,189 --> 00:05:51,189 亚马逊 93 00:05:51,189 --> 00:05:56,149 英伟达等巨头纷纷通过发行债券筹集巨资 94 00:05:56,149 --> 00:06:01,569 全球AI相关债券发行规模正逼近历史最高水平 95 00:06:01,569 --> 00:06:05,110 资本市场认购热情高涨 96 00:06:06,660 --> 00:06:10,379 美国战略投资ANTHROPIC 97 00:06:11,579 --> 00:06:14,370 战略投资与供应协议 98 00:06:14,370 --> 00:06:18,810 美光科技正式入股AI初创公司ANTHROPIC 99 00:06:18,810 --> 00:06:22,889 并签署多年期存储产品供应协议 100 00:06:22,889 --> 00:06:25,870 随着AI基础设施需求激增 101 00:06:25,870 --> 00:06:28,949 此举不仅保障了硬件供给 102 00:06:28,949 --> 00:06:33,490 更标志着双方合作关系的全面深化 103 00:06:33,490 --> 00:06:36,290 联合设计下一代系统 104 00:06:36,290 --> 00:06:38,430 双方将携手合作 105 00:06:38,430 --> 00:06:39,750 共同设计 106 00:06:39,750 --> 00:06:42,389 针对复杂AI工作负载下 107 00:06:42,389 --> 00:06:45,720 的下一代内存与存储系统 108 00:06:45,720 --> 00:06:49,139 通过硬件与算法的深度融合 109 00:06:49,139 --> 00:06:51,660 旨在从底层架构上 110 00:06:51,660 --> 00:06:56,980 提升AI系统的构建效率与扩展能力 111 00:06:58,089 --> 00:07:00,509 深度应用cloud模型 112 00:07:00,509 --> 00:07:04,199 美光科技将在其内部业务运营中 113 00:07:04,199 --> 00:07:10,439 更广泛的部署并应用ANTHROPIC的cloud AI模型 114 00:07:10,439 --> 00:07:14,459 这一举措有望全面赋能研发与生产流程 115 00:07:14,459 --> 00:07:19,939 为企业的生产力和创新能力带来实质性提升 116 00:07:20,319 --> 00:07:23,199 硬件与模型深度绑定 117 00:07:23,199 --> 00:07:25,180 此次合作折射出 118 00:07:25,180 --> 00:07:30,408 硬件制造商与模型开发商的联系正日益紧密 119 00:07:30,408 --> 00:07:34,048 双方将共同努力打破传统壁垒 120 00:07:34,048 --> 00:07:38,689 联合优化AI系统的构建与扩展方式 121 00:07:38,689 --> 00:07:42,129 推动产业生态的协同发展 122 00:07:43,189 --> 00:07:45,670 优化系统性能与效率 123 00:07:45,670 --> 00:07:49,810 双方将深入分析内存和存储产品 124 00:07:49,810 --> 00:07:52,629 在各类工作负载下的表现 125 00:07:52,629 --> 00:07:57,490 及其在整个基础设施堆栈中的交互方式 126 00:07:57,490 --> 00:07:59,329 通过精准调优 127 00:07:59,329 --> 00:08:01,850 共同推动AI基础设施 128 00:08:01,850 --> 00:08:05,788 整体性能与能源效率的提升 129 00:08:05,788 --> 00:08:09,028 资本注入与长期支持 130 00:08:09,028 --> 00:08:12,250 面对AI领域激增的资本需求 131 00:08:12,250 --> 00:08:15,949 美光通过参与最新融资 132 00:08:15,949 --> 00:08:20,060 成为又一家入股AI开发商的芯片巨头 133 00:08:20,060 --> 00:08:25,079 该供应协议将为ANERROPIC的长期业务增长 134 00:08:25,079 --> 00:08:29,139 提供坚实的底层硬件支持 135 00:08:29,860 --> 00:08:32,379 好我们看一下今天市场的表现 136 00:08:35,340 --> 00:08:35,808 二 137 00:08:35,808 --> 00:08:36,969 空头强势吗 138 00:08:36,969 --> 00:08:38,089 不强势啊 139 00:08:38,089 --> 00:08:40,889 表明市场再次测试到该阻力区 140 00:08:40,889 --> 00:08:44,330 目前尚未显示出强劲的抛压 141 00:08:45,610 --> 00:08:48,779 也就是说上行的概率还是更高一点 142 00:08:49,059 --> 00:08:51,759 我们看市场在里震啊震啊震啊 143 00:08:51,759 --> 00:08:53,600 当然这个窄幅的横盘 144 00:08:53,600 --> 00:08:58,289 这块并不意味着多头就一定会胜出啊 145 00:08:58,289 --> 00:08:59,870 当然啊 146 00:08:59,870 --> 00:09:03,019 窄幅横盘也并不意味着空头就一定会胜出 147 00:09:03,019 --> 00:09:04,039 那么这样的话 148 00:09:04,039 --> 00:09:05,919 考虑到市场目前的情况 149 00:09:05,919 --> 00:09:08,940 整体上涨的概率会略高一点 150 00:09:11,259 --> 00:09:15,360 是吧好我们看一下罗素 151 00:09:15,360 --> 00:09:17,919 罗素今天是说出了阳线 152 00:09:17,919 --> 00:09:21,309 多头强到这儿呢 153 00:09:21,309 --> 00:09:23,568 哎也是阳县啊 154 00:09:28,369 --> 00:09:30,229 十字星K线啊 155 00:09:30,229 --> 00:09:33,419 我们看一下5分钟图嗯 156 00:09:33,419 --> 00:09:36,500 其实他也是在这里局部的震荡对吧 157 00:09:36,500 --> 00:09:37,600 还是震荡 158 00:09:37,600 --> 00:09:38,759 说可以跌下来吗 159 00:09:38,759 --> 00:09:39,879 也可以跌下来 160 00:09:39,879 --> 00:09:43,578 因为二次探底的交易者目前仍在啊 161 00:09:43,578 --> 00:09:45,519 这样一画就可以了 162 00:09:45,519 --> 00:09:48,259 所以接下来一个一到两个交易日 163 00:09:48,259 --> 00:09:51,750 仍旧需要观察这片到底是往上还是往下 164 00:09:51,750 --> 00:09:53,789 我们再看一下日线 165 00:09:56,820 --> 00:09:59,159 在这片我们之前说什么来着 166 00:09:59,159 --> 00:10:03,320 说在横向阻力区和斜向的趋势线之间 167 00:10:03,320 --> 00:10:07,809 这个趋势线之间可能要震荡一下是吧 168 00:10:07,809 --> 00:10:09,549 你看目前就是震荡一下 169 00:10:09,549 --> 00:10:12,039 至于震荡之后往下还是往上 170 00:10:12,039 --> 00:10:13,379 这就难说了哈 171 00:10:13,379 --> 00:10:16,589 一般情况下我们倾向于往上 172 00:10:16,989 --> 00:10:19,149 不过目前确实是一个震荡啊 173 00:10:19,149 --> 00:10:21,470 非常标准的十字星K线 174 00:10:21,470 --> 00:10:26,950 收盘价比上周最后一个交易日要低一点 175 00:10:27,419 --> 00:10:29,769 我看一下黄金 176 00:10:29,769 --> 00:10:33,690 黄金今天是有那种二次探底的这种感觉啊 177 00:10:33,690 --> 00:10:36,250 他探的是下跌过程中下跌 178 00:10:36,250 --> 00:10:39,214 反弹下跌止跌这种对吧 179 00:10:39,850 --> 00:10:43,849 有点那意思吧啊所以多头应该是在尝试做 180 00:10:43,849 --> 00:10:45,208 至少再做一个小反弹 181 00:10:45,208 --> 00:10:49,409 形成一个至少是一个AABC这样的一个走势 182 00:10:49,409 --> 00:10:54,039 我们看一下5分钟好 183 00:10:54,039 --> 00:10:56,340 这是刚才的第一波反弹 184 00:10:56,340 --> 00:11:01,700 下跌再给一波反弹的概率再提高是吧好 185 00:11:01,700 --> 00:11:05,299 这是黄金的看法 186 00:11:06,379 --> 00:11:11,659 嗯好我们看一下市场今天的整体的分布情况 187 00:11:16,299 --> 00:11:18,620 因为SPACEX下跌 188 00:11:18,980 --> 00:11:22,519 软件基础设施下跌幅度比较明显 189 00:11:22,519 --> 00:11:25,669 互联网也是下跌的比较明显 190 00:11:25,669 --> 00:11:27,450 消费电子是微跌 191 00:11:27,450 --> 00:11:28,629 半导体是微涨 192 00:11:30,149 --> 00:11:32,129 应用软件是下跌 193 00:11:33,950 --> 00:11:37,710 半导体设备与材料是上涨 194 00:11:39,259 --> 00:11:40,700 通讯设备是上涨 195 00:11:41,940 --> 00:11:43,559 汽车是微涨 196 00:11:43,559 --> 00:11:44,259 好 197 00:11:44,259 --> 00:11:45,659 其他行业一般哈 198 00:11:45,659 --> 00:11:48,159 我们看一下领涨的板块 199 00:11:49,139 --> 00:11:51,559 存储概念仍旧是非常强势哈 200 00:11:51,559 --> 00:11:53,860 我们看一下美国 201 00:11:56,340 --> 00:11:58,720 我看他今天又是天空高开 202 00:11:58,720 --> 00:12:00,600 虽然日内呢有所震荡 203 00:12:00,600 --> 00:12:02,659 但最终还是收到了高位哈 204 00:12:02,659 --> 00:12:04,360 表明今天还是强势的 205 00:12:04,360 --> 00:12:06,879 多头在主导主导行情 206 00:12:06,879 --> 00:12:12,929 看我们看一下人类的细细节嗯 207 00:12:13,370 --> 00:12:18,210 呃上一个交易日就是跳空和开尔拉升 208 00:12:18,620 --> 00:12:21,379 今天呢今天又是跳高开 209 00:12:21,379 --> 00:12:22,059 横盘之后 210 00:12:22,059 --> 00:12:24,159 横盘之后尾盘有点拉升 211 00:12:24,159 --> 00:12:26,419 不过考虑到缺口存在哈 212 00:12:26,419 --> 00:12:29,440 所以缺口本身就是多头强的表现啊 213 00:12:29,440 --> 00:12:32,730 这个缺口诶拉收是吧 214 00:12:35,669 --> 00:12:37,610 那我们看到日线就是这样的 215 00:12:37,610 --> 00:12:38,950 收到了高位哈 216 00:12:38,950 --> 00:12:42,769 因为博弈的结果是以日线收线为准哈 217 00:12:42,769 --> 00:12:44,950 不管过程中怎么波动啊 218 00:12:44,950 --> 00:12:46,389 是下跌还是上涨 219 00:12:46,389 --> 00:12:49,629 最终还是要看日线的收盘情况嗯 220 00:12:49,759 --> 00:12:52,710 目前是多头抢 221 00:12:53,649 --> 00:12:58,220 买另外一个阿迪也是一样哈 222 00:12:58,620 --> 00:13:00,879 阿迪今天收线收的不是太理想 223 00:13:00,879 --> 00:13:02,779 但全天还是收涨 224 00:13:02,779 --> 00:13:06,078 我们看一下5分钟图嗯 225 00:13:07,078 --> 00:13:09,359 稍微比镁光弱势了一丢丢哈 226 00:13:09,359 --> 00:13:12,458 因为镁光在尾盘往上拉升了 227 00:13:12,458 --> 00:13:13,629 这个没有哈 228 00:13:13,629 --> 00:13:15,990 不过目前仍旧是一个缺口引导的 229 00:13:15,990 --> 00:13:19,509 一个收涨的一个行情 230 00:13:19,830 --> 00:13:26,529 好日线级别日线级别趋势还在哈还在好 231 00:13:26,529 --> 00:13:30,809 我们继续这个英伟达持仓概念 232 00:13:30,809 --> 00:13:33,000 这里有个COCOHERENT 233 00:13:33,000 --> 00:13:35,620 我们之前几个月之前跟进过啊 234 00:13:35,620 --> 00:13:36,840 他一直没说 235 00:13:36,840 --> 00:13:39,559 我们一直跟进的是q wave哈 236 00:13:39,559 --> 00:13:42,220 这个图继续做多 237 00:13:42,340 --> 00:13:44,340 看他的日线多么的陡峭啊 238 00:13:44,340 --> 00:13:45,879 这个趋势对吧 239 00:13:46,669 --> 00:13:50,190 做得之后止损放在趋势线的下方 240 00:13:52,899 --> 00:13:57,779 额其他的我们比较熟悉的是这个应用材料 241 00:13:57,779 --> 00:14:01,789 我们看一眼哇是吧 242 00:14:01,789 --> 00:14:05,659 呃上周最后一个交易日是天空高开拉升 243 00:14:05,659 --> 00:14:06,539 冲高回落 244 00:14:06,539 --> 00:14:08,700 今天呢是天空高开 245 00:14:08,700 --> 00:14:10,769 然后往上拉升是吧 246 00:14:10,769 --> 00:14:12,690 看一下5分钟图 247 00:14:12,690 --> 00:14:14,289 看 248 00:14:15,659 --> 00:14:16,620 跳空高开 249 00:14:16,620 --> 00:14:18,919 在这天空高开 250 00:14:18,919 --> 00:14:21,639 然后回落形成了一个测试 251 00:14:21,639 --> 00:14:24,039 然后就尾盘又拉升起来了 252 00:14:24,039 --> 00:14:26,129 对吧嗯 253 00:14:26,315 --> 00:14:28,370 你看他日就是这样的 254 00:14:28,370 --> 00:14:30,409 慢慢儿拉升的 255 00:14:32,419 --> 00:14:34,100 好所以说呀 256 00:14:34,100 --> 00:14:37,460 所以说像上一个交易日这种K线 257 00:14:37,460 --> 00:14:40,039 它并不意味着是真正的顶对吧 258 00:14:40,039 --> 00:14:42,700 嗯还可以继续涨 259 00:14:43,188 --> 00:14:43,649 好 260 00:14:43,649 --> 00:14:46,928 那么这个列表里我们比较熟悉的就这么多了 261 00:14:46,928 --> 00:14:51,220 我们看一下我们的这个龙头股 262 00:14:52,419 --> 00:14:55,820 唉今天领涨的竟然是这个超威电脑 263 00:14:55,820 --> 00:14:57,990 我们超威电脑给大家分析过哈 264 00:14:57,990 --> 00:15:01,049 目前的可能是一个潜在的底部架构 265 00:15:01,049 --> 00:15:05,620 但初步的中性预期是按照宽幅震荡来预期 266 00:15:05,620 --> 00:15:07,299 我们上周在复盘的时候 267 00:15:07,299 --> 00:15:10,740 是希望在这里能进行进一步的止跌 268 00:15:10,740 --> 00:15:11,940 你看止跌了 269 00:15:11,940 --> 00:15:13,500 今天是天空高开 270 00:15:13,500 --> 00:15:16,220 随后收出了阳线 271 00:15:16,980 --> 00:15:19,539 哎那么可能市场要再去测试50 272 00:15:19,539 --> 00:15:21,159 这一带的阻力区哈 273 00:15:21,159 --> 00:15:23,500 这是这个图的短线预期 274 00:15:23,500 --> 00:15:25,860 中长线看不到哈 275 00:15:27,610 --> 00:15:32,919 好我们看一下SOXL唉又创了新高对吧 276 00:15:32,919 --> 00:15:34,340 又创了新高 277 00:15:34,340 --> 00:15:36,519 跟那个美光是一模一样啊 278 00:15:37,879 --> 00:15:41,990 我们看一下英特尔嗯也是一样哈 279 00:15:41,990 --> 00:15:43,710 手掌冲上去了 280 00:15:43,710 --> 00:15:44,990 看一下细节 281 00:15:44,990 --> 00:15:47,309 5分钟图嗯 282 00:15:47,309 --> 00:15:48,669 天空空开战啊 283 00:15:48,669 --> 00:15:51,279 战啊震唉最终还是收上去了 284 00:15:51,279 --> 00:15:53,700 说为什么空头变变弱了呢 285 00:15:53,700 --> 00:15:56,700 你看这儿开盘的时候有大阴线哈 286 00:15:56,700 --> 00:15:58,740 诶然后有小阴线 287 00:15:58,740 --> 00:16:00,759 然后有特别窄的阴线了 288 00:16:00,759 --> 00:16:04,798 你看考虑到当前是多头趋势行情啊 289 00:16:04,798 --> 00:16:07,599 所以空头还是越来越弱了 290 00:16:08,730 --> 00:16:10,509 肉眼可见的弱了哈 291 00:16:10,509 --> 00:16:11,190 谁呀 292 00:16:11,190 --> 00:16:13,330 空头变弱了 293 00:16:16,019 --> 00:16:19,100 嗯我们看下特斯拉好 294 00:16:19,100 --> 00:16:20,600 特斯拉今天收出了阳线 295 00:16:20,600 --> 00:16:23,339 暂时还暂时还可以哈 296 00:16:23,339 --> 00:16:25,438 暂时还可以嗯 297 00:16:25,438 --> 00:16:27,719 看一下5分钟什么感觉 298 00:16:28,970 --> 00:16:30,169 我们5分钟 299 00:16:30,169 --> 00:16:32,950 这里其实是有个回撤这个趋势线的对吧 300 00:16:32,950 --> 00:16:34,309 刚才我们看到了 301 00:16:34,309 --> 00:16:37,929 我把这个给画一下诶 302 00:16:37,929 --> 00:16:40,070 诶市场突破回家之地哈 303 00:16:40,070 --> 00:16:41,710 继续延续涨势就好了 304 00:16:44,139 --> 00:16:47,000 好我们再看一下日线嗯 305 00:16:49,120 --> 00:16:51,600 今天是阳线啊 306 00:16:54,860 --> 00:16:57,299 我们看下苹果什么情况啊 307 00:16:57,299 --> 00:17:00,759 苹果这个图我们在周末复盘的时候讨论了一下 308 00:17:00,759 --> 00:17:02,399 就说这几根K线啊 309 00:17:02,399 --> 00:17:03,710 这多少根了 310 00:17:03,710 --> 00:17:04,950 八根K线 311 00:17:04,950 --> 00:17:06,710 它有可能是下跌中继啊 312 00:17:06,710 --> 00:17:08,109 再抖一条下跌腿 313 00:17:08,109 --> 00:17:10,710 它也可以恢复到上涨趋势 314 00:17:10,990 --> 00:17:12,309 有人说都让我说了 315 00:17:12,309 --> 00:17:14,519 那可不为什么会这么说呢 316 00:17:14,519 --> 00:17:16,119 从多头的视角来看 317 00:17:16,119 --> 00:17:17,460 这是一个支撑位哈 318 00:17:17,460 --> 00:17:20,559 所以多头希望在这支楞住恢复上去 319 00:17:20,559 --> 00:17:22,309 形成二次探顶 320 00:17:22,470 --> 00:17:25,309 而空头认为你涨了这么一截 321 00:17:25,309 --> 00:17:26,230 该我回撤了吧 322 00:17:26,230 --> 00:17:27,369 好我砸一下 323 00:17:27,369 --> 00:17:27,990 你反弹一下 324 00:17:27,990 --> 00:17:29,210 我再砸诶 325 00:17:29,210 --> 00:17:31,529 这就是空头和多头在这个位置有分歧 326 00:17:31,529 --> 00:17:33,049 那我们是谁呀 327 00:17:33,049 --> 00:17:36,009 我们是一般情况下是多头哈 328 00:17:36,009 --> 00:17:38,250 所以我们假设上行的概率略高一点 329 00:17:39,369 --> 00:17:41,960 我们看一下5分钟图 330 00:17:42,779 --> 00:17:43,660 你看这个位置 331 00:17:43,660 --> 00:17:46,299 我们在周末啊单独给大家画了 332 00:17:46,299 --> 00:17:47,740 画了这个形态 333 00:17:47,740 --> 00:17:50,160 如果啊明天啊再往下掉 334 00:17:50,160 --> 00:17:54,470 那他有可能走一个ABC浪是吧啊 335 00:17:54,470 --> 00:17:56,930 他如果一直不跌破我画的这个趋势线啊 336 00:17:56,930 --> 00:18:02,118 就这个附近它就是慢慢这样慢涨上陷阱哈 337 00:18:02,118 --> 00:18:03,959 套的是空头对吧 338 00:18:03,959 --> 00:18:06,809 慢涨陷阱都可以哈 339 00:18:06,809 --> 00:18:08,190 刚才我们说过了哈 340 00:18:08,190 --> 00:18:12,349 这位置它对应着前面重要的横向支撑位哈 341 00:18:13,069 --> 00:18:15,549 但是空头也有可能不放弃下跌 342 00:18:15,549 --> 00:18:16,329 分担下跌 343 00:18:16,329 --> 00:18:18,049 但我们现在应该怎么做 344 00:18:18,049 --> 00:18:19,809 我们是多头啊 345 00:18:19,809 --> 00:18:20,789 怎么做呀 346 00:18:20,789 --> 00:18:22,075 做多呀 347 00:18:23,509 --> 00:18:27,130 好我们看一下小英英伟达啊 348 00:18:27,130 --> 00:18:28,529 英伟达今天弱势哈 349 00:18:28,529 --> 00:18:30,630 比这个特斯拉要弱势 350 00:18:30,630 --> 00:18:33,980 英伟达今天收地可见啊 351 00:18:33,980 --> 00:18:37,180 上周这根K线虽然是大阳线哈 352 00:18:37,299 --> 00:18:41,638 因为天空高开嘛拉升今天又又变成了阴线哈 353 00:18:41,638 --> 00:18:42,719 没什么意思 354 00:18:42,719 --> 00:18:44,818 他就是局部震荡是吧 355 00:18:44,818 --> 00:18:46,358 看5分钟图拉升回落 356 00:18:46,358 --> 00:18:47,858 拉升回落拉升是吧 357 00:18:47,858 --> 00:18:50,829 嗯应该做啥做多 358 00:18:54,869 --> 00:18:58,619 继续我看下高通什么情况啊 359 00:18:58,619 --> 00:19:01,680 高通跟那个跟标普类似哈 360 00:19:01,680 --> 00:19:02,740 是十字星可以减 361 00:19:02,740 --> 00:19:03,660 是阴线 362 00:19:03,660 --> 00:19:05,599 空头强马不强 363 00:19:05,999 --> 00:19:07,798 暂时不用理睬 364 00:19:07,798 --> 00:19:09,598 不用决策 365 00:19:10,980 --> 00:19:12,019 我们继续啊 366 00:19:13,819 --> 00:19:16,099 哎呦我看下微软 367 00:19:18,900 --> 00:19:21,740 我们刚才看到这个什么来着 368 00:19:21,740 --> 00:19:22,940 我们回到这个图啊 369 00:19:22,940 --> 00:19:26,750 刚才我们看到软件基础设施下跌的比较明显啊 370 00:19:27,150 --> 00:19:30,829 微软你看下跌3%啊 371 00:19:30,829 --> 00:19:35,089 今天是说出了实体阴线哈 372 00:19:35,089 --> 00:19:37,250 就收盘收在低点哈 373 00:19:37,250 --> 00:19:38,829 表明空头强势 374 00:19:38,829 --> 00:19:42,134 这样的话止跌没有没止跌 375 00:19:42,909 --> 00:19:44,749 有时候他在不止跌呢 376 00:19:44,749 --> 00:19:45,868 不知道哈 377 00:19:47,028 --> 00:19:49,388 不不了解他这公司到底怎么了 378 00:19:49,388 --> 00:19:52,730 我们看下5分钟图是吧 379 00:19:52,730 --> 00:19:54,289 这有突破回踩诶 380 00:19:54,289 --> 00:19:54,869 踩下去了 381 00:19:54,869 --> 00:19:56,190 有那么下跌球下跌 382 00:19:56,190 --> 00:19:57,630 那要是画好 383 00:19:57,630 --> 00:20:01,509 其实我们一般情况下是以日线为标准的啊 384 00:20:01,509 --> 00:20:03,509 嗯不是一般情况下 385 00:20:03,509 --> 00:20:07,690 就是就是所有情况下都是以日线为标准哈 386 00:20:07,690 --> 00:20:11,069 嗯日线的节奏最标准哈 387 00:20:12,829 --> 00:20:14,910 额那接下来怎么办 388 00:20:14,910 --> 00:20:17,789 接下来就看这片能不能支棱出来 389 00:20:18,190 --> 00:20:19,509 有人说真倒霉哈 390 00:20:19,509 --> 00:20:21,269 买了这个东西 391 00:20:21,750 --> 00:20:22,809 那怎么办呢 392 00:20:22,809 --> 00:20:25,750 不是不但交易者就是有这个难度 393 00:20:26,890 --> 00:20:28,690 好我们看下阿通 394 00:20:30,410 --> 00:20:31,890 那普通这个怎么搞搞的 395 00:20:31,890 --> 00:20:34,269 跟那个跟苹果似的 396 00:20:34,269 --> 00:20:35,930 那也是上涨回撤 397 00:20:35,930 --> 00:20:37,779 上涨又回撤 398 00:20:37,779 --> 00:20:40,599 你说他是继续掉下来的还是继续涨呢 399 00:20:40,599 --> 00:20:42,819 有人说看到微软那种走势 400 00:20:42,819 --> 00:20:45,769 也担忧波通往下掉是吧 401 00:20:45,769 --> 00:20:49,130 有时候按照你这个呃苹果那种预期呢 402 00:20:49,130 --> 00:20:50,349 也有可能往上涨 403 00:20:50,349 --> 00:20:55,099 嗯但是今天这个阴线过于强势啊 404 00:20:55,579 --> 00:20:57,240 这个印象过于强势 405 00:20:57,240 --> 00:20:58,819 大家还是要提高警惕 406 00:20:59,940 --> 00:21:02,299 我们看一下5分钟图啊 407 00:21:02,930 --> 00:21:07,190 嗯有人说近近几天怎么都是这个形态 408 00:21:07,190 --> 00:21:07,970 是的哈 409 00:21:07,970 --> 00:21:12,619 这个形态它可以成为下跌反弹下跌哈 410 00:21:12,619 --> 00:21:14,220 也可以成为下跌止跌 411 00:21:14,220 --> 00:21:15,319 慢慢上涨 412 00:21:15,319 --> 00:21:17,240 所以这篇非常的关键啊 413 00:21:17,240 --> 00:21:20,109 这几天再来一两个交易日 414 00:21:20,109 --> 00:21:22,170 今天的空头过于强势啊 415 00:21:22,170 --> 00:21:23,769 所以多头要谨慎 416 00:21:23,769 --> 00:21:25,309 我们再看一下日线 417 00:21:25,309 --> 00:21:27,049 多头过于强势的话 418 00:21:27,049 --> 00:21:30,289 还是要守好这根趋势线和这个水平支撑位 419 00:21:30,289 --> 00:21:31,539 作为止损 420 00:21:31,539 --> 00:21:32,779 说一定会打死吗 421 00:21:32,779 --> 00:21:33,819 这不没打呢吗 422 00:21:33,819 --> 00:21:36,759 空头也有点不确定啊 423 00:21:36,759 --> 00:21:38,859 空投也不确定要不要掉下去是吧 424 00:21:42,299 --> 00:21:43,400 还有谁来着 425 00:21:43,400 --> 00:21:46,769 SPACEX哎呀是吧 426 00:21:46,769 --> 00:21:49,670 SPACEX老是融资融资 427 00:21:49,670 --> 00:21:52,388 还有自己的算力要租出去 428 00:21:52,709 --> 00:21:54,028 但大家看不懂吧 429 00:21:54,028 --> 00:21:55,949 我们周末好像有一条新闻 430 00:21:55,949 --> 00:21:57,969 是说来说他们家来着啊 431 00:21:57,969 --> 00:22:00,470 杨丽坤怼他们说你不好好做生意 432 00:22:00,470 --> 00:22:02,029 你那个SAI什么的 433 00:22:02,029 --> 00:22:04,329 还有这个你的算力老是往外租赁 434 00:22:04,329 --> 00:22:07,210 还有那个一些还有一些文章分析 435 00:22:07,210 --> 00:22:11,640 他说你那个虚无缥缈的火星移民等等 436 00:22:11,640 --> 00:22:12,519 这能实现啊 437 00:22:12,519 --> 00:22:15,519 这些东西都表明你业务不行啊 438 00:22:15,519 --> 00:22:17,740 当然这是他们的观点哈 439 00:22:17,740 --> 00:22:19,779 好那今天说出来阴线啊 440 00:22:19,779 --> 00:22:21,759 我们的策略是只能分批买 441 00:22:21,759 --> 00:22:23,029 不能着急 442 00:22:23,029 --> 00:22:24,809 我们看一下5分钟图 443 00:22:24,809 --> 00:22:27,329 我们5分钟图特别跟大家说过啊 444 00:22:27,329 --> 00:22:28,789 要看周一能不能支楞住 445 00:22:28,789 --> 00:22:30,750 没有往下走了 446 00:22:30,750 --> 00:22:32,509 我们以下地扇为界是吧 447 00:22:33,670 --> 00:22:35,720 没有能形成质地诶 448 00:22:35,775 --> 00:22:39,819 什么时候直接不知道好嘞 449 00:22:39,819 --> 00:22:41,710 继续观察这个图 450 00:22:43,369 --> 00:22:45,470 最后呢欢迎大家成为会员哈 451 00:22:45,470 --> 00:22:47,130 观看我们的牛股分析内容 452 00:22:47,130 --> 00:22:49,309 和最热美股详细说内容哈 453 00:22:49,309 --> 00:22:52,349 欢迎你成为绿宝石会员好 454 00:22:52,349 --> 00:22:53,750 我们下一个时段再见 455 00:22:53,750 --> 00:22:54,559 拜拜
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