26年投资整体规划

1
00:00:00,040 --> 00:00:02,640
嗯就是今年的投资策略呢

2
00:00:02,640 --> 00:00:04,480
它比去年呢要复杂一点

3
00:00:04,480 --> 00:00:06,740
你说你说去年啊我们就找低估

4
00:00:06,740 --> 00:00:08,259
然后呢借助这个趋势

5
00:00:08,259 --> 00:00:09,439
比如无论是存储啊

6
00:00:09,439 --> 00:00:10,369
储能啊

7
00:00:10,369 --> 00:00:12,150
今年和去年真的不一样

8
00:00:12,150 --> 00:00:13,369
你今年他什么特点呢

9
00:00:13,369 --> 00:00:16,679
就是川普呢他折腾太厉害了

10
00:00:16,679 --> 00:00:18,879
所以实际上好公司呢他是一受情绪

11
00:00:18,879 --> 00:00:19,800
他还开恐慌

12
00:00:19,800 --> 00:00:22,460
特别是科技类的积累了大量的资金

13
00:00:22,460 --> 00:00:24,440
然后你稍微有点分手炒作

14
00:00:24,440 --> 00:00:27,120
他不是川普给这个伊朗的问题

15
00:00:27,120 --> 00:00:28,079
就是加上其他的

16
00:00:28,079 --> 00:00:29,480
比如英伟达稍微有点动作啊

17
00:00:29,480 --> 00:00:30,760
或者说这个降息不降息

18
00:00:30,760 --> 00:00:33,100
这个稍微动作股价都会波动很大

19
00:00:33,100 --> 00:00:34,539
所以今年最重要是什么呢

20
00:00:34,539 --> 00:00:35,140
一个是配置

21
00:00:35,140 --> 00:00:35,939
第二个是策略期权

22
00:00:35,939 --> 00:00:37,539
策略配置呢

23
00:00:37,539 --> 00:00:39,859
就是我今年我年初我就讲那几个逻辑啊

24
00:00:39,859 --> 00:00:40,500
无论是AI

25
00:00:40,500 --> 00:00:42,780
无论是公共事业还是能源啊

26
00:00:42,780 --> 00:00:44,060
还是还是消费

27
00:00:44,060 --> 00:00:47,509
你必须有供手躺平策略

28
00:00:47,509 --> 00:00:50,878
然后第二个呢实际上情绪恐慌是低位

29
00:00:50,878 --> 00:00:52,279
但是今年的情绪恐慌呢

30
00:00:52,279 --> 00:00:52,959
他会面临一个问题

31
00:00:52,959 --> 00:00:54,478
就是他没有恐慌到去年那个程度

32
00:00:54,478 --> 00:00:55,558
去年是腰斩呀

33
00:00:55,558 --> 00:00:57,798
去年的话你看你估值到什么程度了

34
00:00:57,798 --> 00:01:00,119
你看谷歌英伟达

35
00:01:00,359 --> 00:01:02,960
然后苹果他那个时候已经狂的20倍

36
00:01:02,960 --> 00:01:03,939
PE1左右了

37
00:01:03,939 --> 00:01:04,819
到现在呢

38
00:01:04,819 --> 00:01:07,420
那德行为平均P1还在25~28倍

39
00:01:07,420 --> 00:01:09,159
那所以说你说便宜吧

40
00:01:09,159 --> 00:01:10,579
世界上也没有严重低估

41
00:01:10,579 --> 00:01:11,340
你说贵吧

42
00:01:11,340 --> 00:01:12,140
其实它一点都不贵

43
00:01:12,140 --> 00:01:13,340
但比起A股的科技来

44
00:01:13,340 --> 00:01:14,349
它便宜的太多了

45
00:01:14,349 --> 00:01:15,469
但问题是你弄不贵

46
00:01:15,469 --> 00:01:16,109
不便宜的时候

47
00:01:16,109 --> 00:01:16,750
你只有一个办法

48
00:01:16,750 --> 00:01:19,170
就是通过期权策略来平衡你的仓位

49
00:01:19,170 --> 00:01:20,379
来平衡你的价格

50
00:01:20,379 --> 00:01:23,150
所以你看今年咱咱们在分享投资的时候

51
00:01:23,150 --> 00:01:24,469
我还是非常谨慎的啊

52
00:01:24,469 --> 00:01:25,829
其实我也是担心啊

53
00:01:25,829 --> 00:01:27,010
兄弟兄弟亏钱嘛

54
00:01:27,010 --> 00:01:27,829
我非常谨慎

55
00:01:27,829 --> 00:01:30,090
我就说我说你们一定要运用权限策略

56
00:01:30,090 --> 00:01:32,370
那你看今天的存储波动太大了

57
00:01:32,370 --> 00:01:33,670
它不是上下10%

58
00:01:33,670 --> 00:01:35,859
它30%赚30%

59
00:01:35,859 --> 00:01:37,640
你说这个你谁受得了呀

60
00:01:37,640 --> 00:01:37,980
对吧

61
00:01:39,260 --> 00:01:40,579
你买了明天又跌10%

62
00:01:40,579 --> 00:01:41,140
你受得了吗

63
00:01:41,140 --> 00:01:41,799
你受不了

64
00:01:41,799 --> 00:01:43,700
所以你只有通过期权策略

65
00:01:43,700 --> 00:01:46,819
然后呢你达到你一个心里的价位啊

66
00:01:46,819 --> 00:01:47,700
无论是特斯拉也好

67
00:01:47,700 --> 00:01:48,579
无论是充能也好

68
00:01:48,579 --> 00:01:50,980
无论是在纳粹漆门里面的科技也好

69
00:01:50,980 --> 00:01:51,920
你只有这个方式

70
00:01:51,920 --> 00:01:54,180
你才能让体验感会很舒服

71
00:01:54,180 --> 00:01:55,500
然后你再配配置

72
00:01:55,500 --> 00:01:58,420
将刚才讲的这个啊整个操作逻辑啊

73
00:01:58,420 --> 00:02:00,409
还有这个呃这种策略

74
00:02:00,409 --> 00:02:02,510
实际上今年还是一个很好的年头

75
00:02:02,510 --> 00:02:06,390
但总体今年的投年难度比往年要大很多

76
00:02:06,390 --> 00:02:08,560
对这就是今年的策略

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