BV1NX7B6AEjS · 请不要叫我梁同学1 00:00:05,360 --> 00:00:06,120 大家好 2 00:00:08,339 --> 00:00:10,410 我们继续分析美股 3 00:00:10,410 --> 00:00:13,410 本期内容包括对基本面的跟进 4 00:00:13,410 --> 00:00:17,410 随后分析大盘指数和热门股票 5 00:00:19,480 --> 00:00:26,760 高盛激进预测SPACEX万亿估值压住AI百倍暴增 6 00:00:27,949 --> 00:00:30,890 天价估值与募资目标 7 00:00:30,890 --> 00:00:34,649 牵头投行高盛给出激进预测 8 00:00:34,649 --> 00:00:35,630 Space ex 9 00:00:35,630 --> 00:00:37,770 欲在首次公开募股时 10 00:00:37,770 --> 00:00:40,609 达成1.78万亿美元估值 11 00:00:40,609 --> 00:00:42,049 本菜BO计划 12 00:00:42,049 --> 00:00:45,219 最高募资规模可达860亿美元 13 00:00:45,219 --> 00:00:49,079 这一庞大数字不仅刷新了资本市场记录 14 00:00:49,079 --> 00:00:53,618 更凸显出大型科技企业在人工智能热潮下 15 00:00:53,618 --> 00:00:56,659 激进的投资压注与野心 16 00:00:56,659 --> 00:01:00,289 AI业务营收百倍暴增 17 00:01:00,289 --> 00:01:04,769 核心依托在于旗下人工智能板块 18 00:01:04,769 --> 00:01:08,599 营收至2030年暴涨约100倍 19 00:01:08,599 --> 00:01:13,040 该事业部营收将从2025年的32亿美元 20 00:01:13,040 --> 00:01:17,329 飙升至2030年的3220亿美元 21 00:01:17,329 --> 00:01:22,390 公司整体营收也将攀升至4740亿美元 22 00:01:22,390 --> 00:01:25,730 调整后息税折旧摊销前利润 23 00:01:25,730 --> 00:01:30,150 预计将同步实现跨越式增长 24 00:01:31,260 --> 00:01:33,420 潜在市场规模的支撑 25 00:01:33,420 --> 00:01:36,060 千亿估值的重要支撑逻辑 26 00:01:36,060 --> 00:01:39,049 源于庞大的潜在市场空间 27 00:01:39,049 --> 00:01:44,159 尽管旗下AI公司XAI去年亏损超60亿美元 28 00:01:44,159 --> 00:01:47,540 但其对应潜在整体市场规模 29 00:01:47,540 --> 00:01:51,349 高达26.5万亿美元 30 00:01:51,349 --> 00:01:53,849 这一体量远超星链卫星 31 00:01:53,849 --> 00:01:56,759 互联网与航天发射业务 32 00:01:56,759 --> 00:02:00,759 合计约2万亿美元的潜在市场空间 33 00:02:01,759 --> 00:02:04,989 技术追赶与团队动荡 34 00:02:05,230 --> 00:02:06,849 高增长预测要求 35 00:02:06,849 --> 00:02:12,769 growth大模型必须在核心领域超越头部实验室 36 00:02:12,769 --> 00:02:17,079 然而原XAI部门内部动荡不断 37 00:02:17,079 --> 00:02:22,389 马斯克两年内清退全部十位联合创始人 38 00:02:22,389 --> 00:02:25,530 产品落地成果不及预期 39 00:02:25,530 --> 00:02:29,560 付费C端与企业客户订阅量 40 00:02:29,560 --> 00:02:32,840 远达不到创收所需体量 41 00:02:32,840 --> 00:02:35,879 严重拖累发展步伐 42 00:02:36,939 --> 00:02:39,819 三类闲置与对外出租 43 00:02:39,819 --> 00:02:42,699 受商业化不及预期影响 44 00:02:42,699 --> 00:02:49,258 孟菲斯装机功率300兆瓦的CLOSERS 45 00:02:49,258 --> 00:02:53,430 一号超算数据中心利用率偏低 46 00:02:53,430 --> 00:02:55,330 为盘活资产 47 00:02:55,330 --> 00:02:59,789 马斯克索性将该机房对外出租给竞品 48 00:02:59,789 --> 00:03:00,909 Anthropic 49 00:03:00,909 --> 00:03:05,789 使用这种算力租赁模式虽能带来短期收入 50 00:03:05,789 --> 00:03:09,519 但也暴露了自身业务的现实困境 51 00:03:09,919 --> 00:03:13,039 投行角逐与承销佣金 52 00:03:13,039 --> 00:03:14,400 在摩根士丹利 53 00:03:14,400 --> 00:03:19,400 花旗美银等一众华尔街投行的激烈竞标中 54 00:03:19,400 --> 00:03:21,300 高盛最终胜出 55 00:03:21,300 --> 00:03:24,000 拿下主承销席位 56 00:03:24,000 --> 00:03:27,259 这笔备受瞩目的上市项目 57 00:03:27,259 --> 00:03:32,939 将为高盛带来数千万美元的丰厚承销佣金收入 58 00:03:32,939 --> 00:03:35,699 而SPACEX与高盛双方 59 00:03:35,699 --> 00:03:41,939 目前均未就相关预测问询作出置评 60 00:03:45,659 --> 00:03:48,340 苹果XR战略大转向 61 00:03:48,340 --> 00:03:50,319 彻底搁置vision pro 62 00:03:50,319 --> 00:03:53,259 全力压住AI眼镜 63 00:03:54,780 --> 00:03:58,129 战略中心全面转向AI眼镜 64 00:03:58,129 --> 00:04:00,550 知名分析师郭明琪披露 65 00:04:00,550 --> 00:04:04,860 苹果已大幅调整头戴设备路线图 66 00:04:04,860 --> 00:04:09,939 即将接任CEO的特努斯批准了这项重大决策 67 00:04:09,939 --> 00:04:14,289 正式取消vision pro后续产品的开发计划 68 00:04:14,289 --> 00:04:17,050 将研发资源全面集中于 69 00:04:17,050 --> 00:04:21,250 更具大众消费潜力的智能眼镜品类 70 00:04:21,250 --> 00:04:24,829 vision pro系列及air被砍 71 00:04:24,829 --> 00:04:26,769 此次路线图的缩减 72 00:04:26,769 --> 00:04:32,538 意味着原本规划中的多款头显产品均被取消 73 00:04:32,538 --> 00:04:37,079 包括备受期待的更轻更便宜的vision air 74 00:04:37,079 --> 00:04:38,439 郭明琪直言 75 00:04:38,439 --> 00:04:43,358 移除vision pro系列是顺应市场逻辑的正确决定 76 00:04:43,358 --> 00:04:49,379 旨在避免在难以破圈的赛道上浪费过多资源 77 00:04:51,019 --> 00:04:55,560 ARXR高端设备推迟至2029年 78 00:04:55,560 --> 00:04:58,139 根据最新供应链调查 79 00:04:58,139 --> 00:05:04,029 苹果目前仅有两款智能眼镜处于活跃开发状态 80 00:05:04,029 --> 00:05:05,910 其中代表未来方向 81 00:05:05,910 --> 00:05:08,129 但技术难度较高的 82 00:05:08,129 --> 00:05:14,769 配备光学波导显示屏的ARXR智能眼镜 83 00:05:14,769 --> 00:05:20,699 因量产挑战已被大幅推迟至2029年发布 84 00:05:21,060 --> 00:05:26,050 无屏AI眼镜锁定2027年出货 85 00:05:26,050 --> 00:05:27,189 相比之下 86 00:05:27,189 --> 00:05:28,670 不含显示屏 87 00:05:28,670 --> 00:05:33,459 类似ray ban meta的轻量化AI眼镜 88 00:05:33,459 --> 00:05:36,699 仍按原计划于2027年出货 89 00:05:36,699 --> 00:05:41,129 该产品主打免提SIRI交互通话 90 00:05:41,129 --> 00:05:44,930 音乐播放和实时翻译等实用功能 91 00:05:44,930 --> 00:05:48,548 定价预计在200至500美元之间 92 00:05:48,548 --> 00:05:51,348 极具亲民优势 93 00:05:52,959 --> 00:05:56,178 加速追赶meta抢占大众市场 94 00:05:56,178 --> 00:05:57,838 业内分析指出 95 00:05:57,838 --> 00:06:02,619 meta的智能眼镜已售出约200万副 96 00:06:02,619 --> 00:06:04,860 并占据先发优势 97 00:06:04,860 --> 00:06:08,538 苹果此番果断的战略收缩与转型 98 00:06:08,538 --> 00:06:09,199 意在 99 00:06:09,199 --> 00:06:14,048 通过推出更符合日常穿戴习惯的轻量级产品 100 00:06:14,048 --> 00:06:16,129 加速追赶竞争对手 101 00:06:16,129 --> 00:06:20,589 抢占数10亿人的传统眼镜升级市场 102 00:06:20,870 --> 00:06:23,910 特努斯上任后的首要发力点 103 00:06:23,910 --> 00:06:27,019 作为视觉产品组的核心负责人 104 00:06:27,019 --> 00:06:32,720 约翰特努斯过去两年一直直接领导该团队 105 00:06:32,720 --> 00:06:37,279 随着他将于今年9月1日正式接任苹果CEO 106 00:06:37,279 --> 00:06:42,589 这款承载着苹果硬件业务转型重任的智能眼镜 107 00:06:42,589 --> 00:06:48,990 无疑将成为其上任后全力压住的重点发力方向 108 00:06:51,639 --> 00:06:53,939 告别为GPU论 109 00:06:53,939 --> 00:06:58,600 英特尔携富士康重塑AI推理算力格局 110 00:06:59,699 --> 00:07:02,740 强强联手打造全站AI系统 111 00:07:02,740 --> 00:07:06,139 英特尔与富士康在computer x 112 00:07:06,139 --> 00:07:09,009 2026上达成战略合作 113 00:07:09,009 --> 00:07:11,470 整合前者处理器架构优势 114 00:07:11,470 --> 00:07:14,310 与后者全球制造专长 115 00:07:14,310 --> 00:07:19,490 双方将共同开发搭载至强处理器的服务器机架 116 00:07:19,490 --> 00:07:21,970 推进液冷等技术创新 117 00:07:21,970 --> 00:07:26,129 打造从芯片到机架的完整AI系统 118 00:07:26,290 --> 00:07:29,170 顺应推理时代的结构性变革 119 00:07:29,170 --> 00:07:34,598 随着AI工作负载从训练向智能体推理迁移 120 00:07:34,598 --> 00:07:40,009 CPU与GPU配比正从一比四向一比一演变 121 00:07:40,009 --> 00:07:41,269 此次合作 122 00:07:41,269 --> 00:07:45,699 旨在解决现代数据中心面临的关键瓶颈 123 00:07:45,699 --> 00:07:50,240 回应CPU在数据中心核心地位的回归 124 00:07:50,240 --> 00:07:53,519 推动系统级创新突破 125 00:07:54,120 --> 00:07:57,600 志强六加重塑算力部署密度 126 00:07:57,600 --> 00:08:01,540 英特尔推出首款基于英特尔18A制成的 127 00:08:01,540 --> 00:08:03,870 志强六加处理器 128 00:08:03,870 --> 00:08:06,990 配备288可能效核 129 00:08:06,990 --> 00:08:09,750 单台32U液冷机架 130 00:08:09,750 --> 00:08:12,860 可容纳超3.6万个核心 131 00:08:12,860 --> 00:08:15,720 在约100千瓦功耗下 132 00:08:15,720 --> 00:08:20,430 实现业界领先的智能体AI部署密度 133 00:08:20,430 --> 00:08:25,310 专为云原声及网络密集型负载设计 134 00:08:25,629 --> 00:08:29,139 拓展边缘计算与物理AI版图 135 00:08:29,139 --> 00:08:32,100 双方合作不仅限于数据中心 136 00:08:32,100 --> 00:08:34,299 更延伸至机器人 137 00:08:34,299 --> 00:08:35,169 汽车 138 00:08:35,169 --> 00:08:39,909 智慧城市和智能制造等新兴应用 139 00:08:40,230 --> 00:08:44,009 两家公司还将探索设计服务和定制芯片 140 00:08:44,009 --> 00:08:45,409 开发方面的合作 141 00:08:45,409 --> 00:08:51,110 共同定义下一代边缘AI与实体AI平台架构 142 00:08:51,110 --> 00:08:54,620 加数技术落地 143 00:08:55,350 --> 00:08:57,889 发挥全球供应链协同优势 144 00:08:57,889 --> 00:09:00,970 富士康董事长刘扬伟表示 145 00:09:00,970 --> 00:09:04,889 此次合作结合了英特尔的计算平台能力 146 00:09:04,889 --> 00:09:08,509 与富士康的全球供应链优势 147 00:09:08,509 --> 00:09:12,909 通过整合系统集成专长与硅技术生态 148 00:09:12,909 --> 00:09:16,990 双方将有效降低企业部署复杂性和成本 149 00:09:16,990 --> 00:09:20,710 加速AI技术的全球规模化部署 150 00:09:20,710 --> 00:09:23,809 跨越半个世纪的生态延续 151 00:09:23,809 --> 00:09:26,490 英特尔CEO陈立武强调 152 00:09:26,490 --> 00:09:27,750 50多年来 153 00:09:27,750 --> 00:09:29,210 公司携手伙伴 154 00:09:29,210 --> 00:09:34,019 推动了PC及互联网时代的基础技术发展 155 00:09:34,019 --> 00:09:38,139 当前面对推理与智能体AI的加速演进 156 00:09:38,139 --> 00:09:41,509 英特尔正联合富士康等生态伙伴 157 00:09:41,509 --> 00:09:48,190 持续推进从单一芯片向整体系统级的创新突破 158 00:09:48,769 --> 00:09:51,360 好我们看一下今天市场的表现 159 00:09:51,360 --> 00:09:54,419 纳指期货收跌0.5%左右 160 00:09:54,419 --> 00:09:58,019 我们看到空头今天在日内还是有一定的力度的 161 00:09:58,019 --> 00:10:00,580 但是市场呢啊又修复了 162 00:10:00,580 --> 00:10:02,720 收复了一定的跌幅 163 00:10:03,840 --> 00:10:05,840 看一下5分钟图 164 00:10:07,980 --> 00:10:11,240 我们看到市场啊在这里猛烈的下挫 165 00:10:11,240 --> 00:10:13,419 随后到了一些重要的支撑位哈 166 00:10:13,419 --> 00:10:16,990 那我们不妨呢就根据当前的点位画一个支撑 167 00:10:19,539 --> 00:10:22,289 看到有猛烈反弹的迹象 168 00:10:22,289 --> 00:10:26,730 反弹之后我们看到这里再次出现了向下的反转 169 00:10:26,730 --> 00:10:30,100 因此呢市场应该会在下一个交易时段啊 170 00:10:30,100 --> 00:10:33,240 再次测试这个支撑位的有效性哈 171 00:10:33,240 --> 00:10:34,590 注意啊 172 00:10:34,590 --> 00:10:36,909 下一个时段或者说明天吧 173 00:10:36,909 --> 00:10:39,649 亚洲欧洲时段有可能再次测试这个位置 174 00:10:39,649 --> 00:10:41,629 那如果测试掉下去呢 175 00:10:41,629 --> 00:10:44,250 那就要调到更深的这个支撑位了 176 00:10:44,250 --> 00:10:46,179 我们大概画一下哈 177 00:10:48,029 --> 00:10:48,570 对吧 178 00:10:48,570 --> 00:10:49,629 那如果支棱住呢 179 00:10:49,629 --> 00:10:51,269 支棱住就是高位震荡了 180 00:10:51,269 --> 00:10:52,350 那如果掉下去呢 181 00:10:52,350 --> 00:10:53,669 掉下去就掉下去呗 182 00:10:53,669 --> 00:10:56,828 稍微深一点回收是有好处的哈 183 00:10:57,149 --> 00:10:59,668 我们再以日线为标准感受一下哈 184 00:11:00,869 --> 00:11:03,120 那如果一直飘在空中 185 00:11:03,519 --> 00:11:05,779 那也不是说完全不可能哈 186 00:11:05,779 --> 00:11:08,860 稍微深度跌一点也是可以接受的是吧 187 00:11:08,860 --> 00:11:11,899 嗯好这是科技股啊 188 00:11:11,899 --> 00:11:14,879 那么今天的小盘股表现还不错哈 189 00:11:14,879 --> 00:11:17,980 小盘股今天又收出了阳线哈 190 00:11:17,980 --> 00:11:20,899 我们看一下5分钟图 191 00:11:22,559 --> 00:11:24,399 你看罗素这个就是哈 192 00:11:24,399 --> 00:11:28,779 那我们今天让大家关注哈这个支撑区的有效性 193 00:11:28,779 --> 00:11:32,440 哎有效目前是那现在又到了阻力区 194 00:11:32,440 --> 00:11:34,820 那下一个时段看看能不能延续涨势哈 195 00:11:34,820 --> 00:11:36,339 突破这个阻力位 196 00:11:36,339 --> 00:11:39,078 因为空投呢不想往下砸的话 197 00:11:39,078 --> 00:11:41,879 可能上行的概率还更高一点哈 198 00:11:41,879 --> 00:11:44,159 还是更高一点嗯 199 00:11:45,799 --> 00:11:47,600 再看一下日线哈 200 00:11:48,559 --> 00:11:51,379 日线呢这里是第八个交易日哈 201 00:11:51,379 --> 00:11:52,399 又收出了阳线 202 00:11:52,399 --> 00:11:57,070 可见昨天的阴线呢并未给空头提振信心 203 00:11:57,070 --> 00:11:59,110 相反的多头毫不畏惧哈 204 00:11:59,110 --> 00:12:00,509 再次给你收了起来 205 00:12:00,509 --> 00:12:03,740 这样的话我觉得上行的概率还是更高一点 206 00:12:03,740 --> 00:12:08,379 我们说震荡行情呢最有可能还是上涨中继对吧 207 00:12:09,700 --> 00:12:11,580 好我们看一下doge 208 00:12:11,580 --> 00:12:13,899 今天也是收出了大阳线啊 209 00:12:13,899 --> 00:12:14,820 非常大 210 00:12:14,820 --> 00:12:18,769 我们看一下5分钟图嗯 211 00:12:18,769 --> 00:12:21,009 你看它也是一个震荡行情 212 00:12:21,009 --> 00:12:23,190 它虽然跌破了这个支撑区啊 213 00:12:23,190 --> 00:12:25,039 这里是吧 214 00:12:25,039 --> 00:12:26,440 他又给围上去了哈 215 00:12:26,440 --> 00:12:29,500 关键市场有时候会有对支撑区的假突破 216 00:12:29,500 --> 00:12:31,379 那如果它继续跌的话 217 00:12:31,379 --> 00:12:33,269 就跌到这个位置了啊 218 00:12:33,269 --> 00:12:34,809 下边这根横线啊 219 00:12:34,809 --> 00:12:38,110 但是相反市场选择了向上反转 220 00:12:38,110 --> 00:12:40,960 这样的话DOTA应该继续看涨 221 00:12:41,200 --> 00:12:42,759 空头挫败 222 00:12:42,759 --> 00:12:45,159 我们再看一下日线 223 00:12:46,980 --> 00:12:48,279 空头挫败了吧 224 00:12:48,279 --> 00:12:50,080 你看昨天也是一根阴线 225 00:12:50,080 --> 00:12:53,078 我们说让大家关注这个直升区的有效性 226 00:12:53,078 --> 00:12:55,099 那目前看起来多头不让 227 00:12:55,099 --> 00:12:57,549 不愿意让它掉下去啊 228 00:12:58,230 --> 00:12:59,649 那三个对比来说 229 00:12:59,649 --> 00:13:03,269 科技股可能还是需要一丢丢的回撤 230 00:13:04,750 --> 00:13:06,750 标普今天是收阳线哈 231 00:13:06,750 --> 00:13:09,850 主要是小盘股和传统的股票啊 232 00:13:09,850 --> 00:13:11,129 对它的一个驱动 233 00:13:11,129 --> 00:13:14,990 而科技股呢有所负面的这个驱动哈 234 00:13:14,990 --> 00:13:18,200 但今天终究还是收了一根小阳线哈 235 00:13:18,200 --> 00:13:19,840 我们看一下5分钟图 236 00:13:21,960 --> 00:13:25,059 嗯昨天是啊 237 00:13:25,059 --> 00:13:26,980 跌破了中间这根横线哈 238 00:13:26,980 --> 00:13:28,720 今天往下稍微跌了一点 239 00:13:28,720 --> 00:13:31,019 又V了上去啊 240 00:13:31,340 --> 00:13:34,379 好我们把这支撑区就干脆就放在这个位置 241 00:13:34,379 --> 00:13:37,139 那接下来再次测试高位这个阻力区了 242 00:13:38,000 --> 00:13:39,039 下一个时代 243 00:13:39,039 --> 00:13:42,480 我们要关注中间这根横线的有效性啊 244 00:13:43,590 --> 00:13:44,590 中间这根横线 245 00:13:44,590 --> 00:13:47,009 就是之前这些触点形成的支撑位哈 246 00:13:47,009 --> 00:13:48,750 三往这调好 247 00:13:48,750 --> 00:13:49,789 如果能有效的话 248 00:13:49,789 --> 00:13:52,480 最好好 249 00:13:52,480 --> 00:13:53,960 我们再看一下日线啊 250 00:13:55,720 --> 00:13:58,570 日线实际上是破掉了近期的趋势线啊 251 00:13:58,570 --> 00:14:02,029 所以我们看看后续还会会不会有阴线出现哈 252 00:14:02,029 --> 00:14:04,450 强势的阴线得是如果非常弱势的话 253 00:14:04,450 --> 00:14:06,309 就跌不动了 254 00:14:06,629 --> 00:14:11,019 那更关键的还是科技股愿不愿意继续回调好 255 00:14:11,019 --> 00:14:11,820 就是这几个 256 00:14:11,820 --> 00:14:13,500 我们简单看一下黄金 257 00:14:13,500 --> 00:14:16,460 黄金今天再次给出了一个反弹哈 258 00:14:16,460 --> 00:14:18,339 日内交易者是做赌 259 00:14:18,339 --> 00:14:21,519 我们看一下5分钟图好 260 00:14:21,519 --> 00:14:23,438 今天的交易难度还是比较大哈 261 00:14:23,438 --> 00:14:24,538 在欧洲早期时段 262 00:14:24,538 --> 00:14:26,099 这里给出了一个拉升哈 263 00:14:27,099 --> 00:14:29,909 那么到美股时段给出了一个回踩 264 00:14:30,190 --> 00:14:33,950 好到下午盘是一个横盘啊 265 00:14:35,240 --> 00:14:37,799 好那么这样的话做多的概率略高一点 266 00:14:39,320 --> 00:14:41,559 好我们再看一下日期啊 267 00:14:42,289 --> 00:14:43,570 这没意思哈 268 00:14:43,570 --> 00:14:47,029 波幅局限在这这这这一小块哈 269 00:14:47,029 --> 00:14:49,490 没没没太大的意思 270 00:14:50,080 --> 00:14:51,240 看一下原油 271 00:14:51,240 --> 00:14:53,539 原油今天给出了一根阴线哈 272 00:14:53,539 --> 00:14:56,240 我们看一下5分钟图 273 00:14:57,799 --> 00:15:01,919 嗯我们给大家画了上面这个支撑位哈 274 00:15:01,919 --> 00:15:03,559 啊稍微跌破了 275 00:15:03,559 --> 00:15:05,169 然后做了一个空 276 00:15:05,169 --> 00:15:07,549 结了婚之后就没什么机会了 277 00:15:07,549 --> 00:15:09,009 这里又踩了好多次啊 278 00:15:09,009 --> 00:15:10,250 现在如果你做多的话 279 00:15:10,250 --> 00:15:13,070 也不是说不可以都可以哈 280 00:15:13,070 --> 00:15:15,549 做啥都行好了 281 00:15:15,549 --> 00:15:17,870 这图我们就不多说了 282 00:15:17,879 --> 00:15:20,639 我们看一下美股今天的表现啊 283 00:15:26,438 --> 00:15:27,999 计算机硬件也是哈 284 00:15:27,999 --> 00:15:30,379 这里跌了2.42%哈 285 00:15:31,458 --> 00:15:33,299 汽车制造微跌一点点 286 00:15:33,299 --> 00:15:37,159 另外就是今天的互联网是涨的比较明显 287 00:15:37,159 --> 00:15:39,080 消费电子微涨 288 00:15:39,080 --> 00:15:41,359 软件微涨 289 00:15:41,558 --> 00:15:43,778 药品涨幅比较明显啊 290 00:15:43,778 --> 00:15:45,950 医药行业嗯 291 00:15:45,950 --> 00:15:47,230 应用软件为涨 292 00:15:47,230 --> 00:15:50,929 航空航天上涨了一点点嗯 293 00:15:51,330 --> 00:15:58,480 好我们看一下领涨的我们比较熟悉的是谁呢啊 294 00:15:58,480 --> 00:16:03,009 医药这个行业我们跟进了李来和M2A等等啊 295 00:16:03,009 --> 00:16:04,470 我们不妨看一眼吧 296 00:16:04,470 --> 00:16:07,009 李来嗯 297 00:16:07,610 --> 00:16:09,950 李兰今天是给出了阳线哈 298 00:16:09,950 --> 00:16:15,279 那么这个整个技术形态呢是这里有个洗盘突破 299 00:16:15,279 --> 00:16:16,559 回踩之地是吧 300 00:16:16,559 --> 00:16:20,759 我们说当前这个阻力区呢更希望多头能上去啊 301 00:16:20,759 --> 00:16:22,599 摆脱这个横向阻力位 302 00:16:22,599 --> 00:16:24,278 经过了几天的回调之后啊 303 00:16:24,278 --> 00:16:26,909 我们可以把趋势线调整到这里来 304 00:16:26,909 --> 00:16:28,950 有人说如果之前离场的呢 305 00:16:28,950 --> 00:16:31,909 离场可以重新进场再去做赌是吧 306 00:16:31,909 --> 00:16:33,350 离场之后你你离场 307 00:16:33,350 --> 00:16:35,710 你其实是做了这一节波段啊 308 00:16:35,710 --> 00:16:37,470 那如果它继续跌回来的话 309 00:16:37,470 --> 00:16:38,970 你就利润就突没了 310 00:16:38,970 --> 00:16:43,149 如果你啊离产之后应该再进场啊 311 00:16:43,149 --> 00:16:45,970 因为现在有一个强劲的止跌迹象啊 312 00:16:45,970 --> 00:16:48,330 再去走下一节波段 313 00:16:48,948 --> 00:16:51,629 我们看下head的5分钟图 314 00:16:53,080 --> 00:16:56,970 诶他在这里给出了一个小型的回调 315 00:16:56,970 --> 00:16:58,809 这也不算是小型啊 316 00:16:58,809 --> 00:17:03,370 啊那么之后呢多头可能在这里重新进场 317 00:17:04,369 --> 00:17:07,809 好这里就是一个重要的支撑位了对吧 318 00:17:08,388 --> 00:17:10,388 我们看这边进场的点位 319 00:17:10,388 --> 00:17:11,799 一个是这里哈 320 00:17:11,799 --> 00:17:13,799 一个是今天啊 321 00:17:13,799 --> 00:17:14,920 这里对吧 322 00:17:14,920 --> 00:17:17,039 今天属于拉升回落 323 00:17:17,039 --> 00:17:18,679 再强劲止跌啊 324 00:17:18,679 --> 00:17:19,939 多头这么强的话 325 00:17:19,939 --> 00:17:21,219 理论上就应该做赌 326 00:17:21,219 --> 00:17:23,118 这是一个多头强势的表现啊 327 00:17:23,118 --> 00:17:28,920 缺口那下一个交易日啊可能强制突破这个位置 328 00:17:29,229 --> 00:17:30,868 如果不突破再调回来呢 329 00:17:31,989 --> 00:17:34,209 那你需要以这根小曲线为基哈 330 00:17:34,209 --> 00:17:37,200 提防着下跌反弹下跌啊 331 00:17:37,200 --> 00:17:38,279 这样的一个走势 332 00:17:38,279 --> 00:17:40,539 那如果直接上去也不要感到意外哈 333 00:17:40,539 --> 00:17:43,259 嗯我们再看日线啊 334 00:17:43,259 --> 00:17:45,440 说为什么直接上去的概率也有 335 00:17:45,440 --> 00:17:48,319 因为这两根日线K线相当的强势啊 336 00:17:48,319 --> 00:17:50,200 是一个V型反转 337 00:17:52,900 --> 00:17:55,579 嗯其他的我们比较熟悉的 338 00:17:55,579 --> 00:17:56,940 在我们的列表里哈 339 00:17:58,259 --> 00:18:00,710 好我们今天看一下谁呢 340 00:18:00,710 --> 00:18:02,769 呃我们倒着看哈 341 00:18:02,769 --> 00:18:04,609 今天我们看一下博通 342 00:18:04,609 --> 00:18:06,730 博通今天是大幅下挫 343 00:18:06,730 --> 00:18:09,549 再次回落到了重要的支撑位哈 344 00:18:09,789 --> 00:18:12,170 好在视觉上收出了阳线的感觉 345 00:18:12,170 --> 00:18:14,809 那么这样的话多头没有彻底的失败哈 346 00:18:14,809 --> 00:18:16,569 这个缺口主要是空头 347 00:18:16,569 --> 00:18:19,089 导致他这个这个财报导致的哈 348 00:18:19,089 --> 00:18:21,569 我们看一下5分钟图 349 00:18:22,970 --> 00:18:25,150 5分钟的时候看起来还行哈 350 00:18:25,150 --> 00:18:29,569 那市场在这里天空低开之后下砸砸不动哈 351 00:18:29,569 --> 00:18:31,930 反弹起来还是砸不动 352 00:18:31,930 --> 00:18:35,430 也就开盘前四根K线形成了一个日内的低点 353 00:18:35,430 --> 00:18:36,890 换到多头开始发力 354 00:18:36,890 --> 00:18:41,358 在这里我们tech能明显感受到 355 00:18:41,358 --> 00:18:43,199 多头有一定的托底哈 356 00:18:43,199 --> 00:18:46,759 这样的话下一个交易日还是要继续关注哈 357 00:18:46,759 --> 00:18:49,638 403和415 358 00:18:49,638 --> 00:18:51,558 这一带的支撑区的有效性 359 00:18:51,558 --> 00:18:53,979 如果明天天空低开也好 360 00:18:53,979 --> 00:18:54,538 高开也好 361 00:18:54,538 --> 00:18:56,480 迅速的拉起来就没事了啊 362 00:18:56,480 --> 00:18:59,960 如果明天再次形成强势的阴线哈 363 00:19:01,200 --> 00:19:04,410 就表明这要继续跌 364 00:19:04,769 --> 00:19:06,029 看起来还是要质 365 00:19:06,029 --> 00:19:07,390 看起来像是要直接哈 366 00:19:07,390 --> 00:19:10,460 嗯好我们再看一下日线啊 367 00:19:10,460 --> 00:19:11,599 看起来像是要止跌 368 00:19:11,599 --> 00:19:14,119 因为这个位置曾经是重要的支撑位啊 369 00:19:14,119 --> 00:19:18,650 所以这里啊估计还要再看一两个交易日哈 370 00:19:18,650 --> 00:19:22,210 嗯好这是博通 371 00:19:23,049 --> 00:19:25,450 美光今天也是一个回调啊 372 00:19:25,450 --> 00:19:27,029 这个很正常啊 373 00:19:27,029 --> 00:19:27,849 正常吧 374 00:19:27,849 --> 00:19:31,869 我们看一下5分钟图嗯 375 00:19:31,869 --> 00:19:35,410 稍微有点儿去测试了这个位置 376 00:19:36,000 --> 00:19:39,279 不过呢这个日内的图片一向是不是那么精准哈 377 00:19:39,279 --> 00:19:41,579 是他的精准是另外一种角度哈 378 00:19:41,579 --> 00:19:43,740 就是说这些缺口也好 379 00:19:43,740 --> 00:19:45,740 这些支撑走势区很容易被跌穿哈 380 00:19:45,740 --> 00:19:48,960 我们看到跌穿中间这根横线迅速反弹 381 00:19:48,960 --> 00:19:50,710 但尾盘又有所回落哈 382 00:19:50,710 --> 00:19:53,809 那么这样的话这波回调看起来不像是要结束 383 00:19:53,809 --> 00:19:54,930 所以明天要关注 384 00:19:54,930 --> 00:19:57,710 970这一代能不能支撑住哈 385 00:19:57,710 --> 00:20:00,210 如果他选择了下行哈 386 00:20:00,369 --> 00:20:01,990 就是更深一点的回调 387 00:20:01,990 --> 00:20:04,650 类似于这种好 388 00:20:04,650 --> 00:20:07,029 这是回调 389 00:20:07,869 --> 00:20:09,390 好我们挑几只 390 00:20:09,390 --> 00:20:10,470 我们看下特斯拉 391 00:20:10,470 --> 00:20:13,230 特斯拉今天又是一根十字星 392 00:20:13,230 --> 00:20:14,789 K甲是一根小音箱啊 393 00:20:14,789 --> 00:20:16,654 暂时不用理睬 394 00:20:17,109 --> 00:20:18,819 没什么意思 395 00:20:19,059 --> 00:20:21,019 我们看一下PPLT2 396 00:20:21,019 --> 00:20:21,619 P l t2 397 00:20:21,619 --> 00:20:23,000 今天的空头变弱了哈 398 00:20:23,000 --> 00:20:26,430 微跌0.35%呃 399 00:20:26,430 --> 00:20:29,329 这样的话这片还是要看一看有没有强势阳线啊 400 00:20:29,329 --> 00:20:30,630 继续等待观察 401 00:20:30,630 --> 00:20:32,710 也就是说这图不好做了嗯 402 00:20:32,710 --> 00:20:35,075 你可以降低仓位啊 403 00:20:35,680 --> 00:20:36,480 不好做了 404 00:20:37,880 --> 00:20:42,000 好我们的英伟达今天是收涨啊 405 00:20:42,000 --> 00:20:43,920 哎在日线除啊 406 00:20:43,920 --> 00:20:46,480 这是一个重要的支撑位哈是吧 407 00:20:46,480 --> 00:20:50,009 这高点当前是个重要的市场位啊 408 00:20:50,009 --> 00:20:52,289 表面空头呢其实也没有那么强势啊 409 00:20:52,289 --> 00:20:57,545 他只是震荡行情中的一条两两根阴线是吧 410 00:20:57,710 --> 00:21:01,750 我们看一下5分钟图啊 411 00:21:02,029 --> 00:21:04,690 208这一带没有被有效的跌破哈 412 00:21:04,690 --> 00:21:06,670 相反出现了强劲的V型反转 413 00:21:06,670 --> 00:21:10,440 那么次日呢有可能再去微微回调测试一下哈 414 00:21:10,440 --> 00:21:13,559 如再次有强劲反转止跌的话就安全了 415 00:21:13,559 --> 00:21:15,039 那如果跌破这个低点 416 00:21:15,039 --> 00:21:17,539 就只能去找下一个知网的支撑位 417 00:21:17,539 --> 00:21:19,809 大概是在195 418 00:21:19,809 --> 00:21:22,109 那么现在是218哈 419 00:21:22,109 --> 00:21:25,589 好大家明天要关注210这一带的支撑 420 00:21:25,589 --> 00:21:27,740 二次测试的情况 421 00:21:27,740 --> 00:21:28,920 可以测试出吗 422 00:21:28,920 --> 00:21:29,700 可以制成数吗 423 00:21:29,700 --> 00:21:31,799 这个都没准了哈 424 00:21:32,119 --> 00:21:34,240 好这是英伟达 425 00:21:37,359 --> 00:21:39,509 好大部分图还行啊 426 00:21:39,509 --> 00:21:41,559 我们刚才提到的这个MRA 427 00:21:41,559 --> 00:21:43,559 你看他这个医药股 428 00:21:43,559 --> 00:21:46,579 它也是没有能有效跌破我们化的支撑 429 00:21:46,579 --> 00:21:48,460 这个支撑位的有效哈 430 00:21:48,460 --> 00:21:51,700 两根大阳线应该继续做多 431 00:21:52,180 --> 00:21:52,579 好 432 00:21:52,579 --> 00:21:53,740 我们看一下谷歌 433 00:21:55,059 --> 00:21:56,660 谷歌你看他也跌到重要支撑 434 00:21:56,660 --> 00:21:58,079 会有强劲的阳线是吧 435 00:21:58,079 --> 00:22:02,089 这样的话我们这边我们预期是回调 436 00:22:02,089 --> 00:22:03,349 就没有毛病哈 437 00:22:03,349 --> 00:22:06,450 你看他就是回调有这强劲阳线的话 438 00:22:06,450 --> 00:22:08,460 就说明多头在兜底哈 439 00:22:08,460 --> 00:22:10,180 改一下5分钟是吧 440 00:22:10,180 --> 00:22:11,339 直接就给你兜上来了 441 00:22:12,339 --> 00:22:15,400 好这样的话会复做多嗯 442 00:22:17,680 --> 00:22:20,039 好其他图刚才提到了苹果啊 443 00:22:20,039 --> 00:22:21,819 苹果暂时不用理财了 444 00:22:21,819 --> 00:22:22,920 它要是掉下来 445 00:22:22,920 --> 00:22:24,430 他也是小回调 446 00:22:24,430 --> 00:22:25,849 今天收涨一点点 447 00:22:25,849 --> 00:22:27,950 收盘价比昨天高一点 448 00:22:28,759 --> 00:22:29,160 好 449 00:22:29,160 --> 00:22:30,359 这是今天的内容啊 450 00:22:30,359 --> 00:22:32,039 也欢迎大家成为会员哈 451 00:22:32,039 --> 00:22:33,559 观看我们的最热美股 452 00:22:33,559 --> 00:22:34,500 详细说 453 00:22:34,500 --> 00:22:36,420 我们上一期内容在这里哈 454 00:22:36,420 --> 00:22:37,859 这个视频好 455 00:22:37,859 --> 00:22:39,240 我们下一个时段再见 456 00:22:39,240 --> 00:22:39,940 拜拜
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