BV1NZ9tBdEbu · 请不要叫我梁同学1 00:00:00,040 --> 00:00:00,860 哈喽大家好 2 00:00:00,860 --> 00:00:02,000 欢迎回到阳光财经 3 00:00:02,000 --> 00:00:02,740 我是SUNY 4 00:00:02,740 --> 00:00:05,769 今天是2026年4月29号星期三 5 00:00:08,750 --> 00:00:10,109 跌万分之四 6 00:00:10,109 --> 00:00:12,169 收盘是一个小阳线 7 00:00:12,169 --> 00:00:13,849 连续四天收阳线 8 00:00:13,849 --> 00:00:15,820 但是指数原地踏步 9 00:00:15,820 --> 00:00:18,219 标普指数位于历史高点 10 00:00:18,219 --> 00:00:21,059 前期V型反转涨势迅猛 11 00:00:21,059 --> 00:00:23,189 目前可能正在休整 12 00:00:23,189 --> 00:00:26,649 总体小幅上涨的趋势没有特别大的改变 13 00:00:26,649 --> 00:00:29,489 市场暂时有没有新的黑天鹅事件 14 00:00:29,489 --> 00:00:33,450 预计休整之后继续上行的概率比较大 15 00:00:33,450 --> 00:00:36,909 纳斯达克指数今天小幅上涨9.44点 16 00:00:36,909 --> 00:00:38,530 涨幅万分之四 17 00:00:38,530 --> 00:00:40,049 收的是小阳线 18 00:00:40,049 --> 00:00:42,268 也是连续四根小阳线 19 00:00:42,268 --> 00:00:43,488 天天阳线 20 00:00:43,488 --> 00:00:45,590 说明市场仍然较为乐观 21 00:00:45,590 --> 00:00:47,070 纳指进一步上涨 22 00:00:47,070 --> 00:00:48,469 突破2万5000点 23 00:00:48,469 --> 00:00:50,789 仍然是一个概率较大的事件 24 00:00:50,789 --> 00:00:52,929 今天美联储议息会议结束 25 00:00:52,929 --> 00:00:55,590 发表了声明和鲍威尔讲话 26 00:00:55,590 --> 00:00:57,909 本次利率决定毫无悬念 27 00:00:57,909 --> 00:01:00,310 就是维持利率在3.5% 28 00:01:00,310 --> 00:01:02,090 到3.75%不变 29 00:01:02,090 --> 00:01:04,129 没有任何意外发生 30 00:01:04,129 --> 00:01:05,468 有趣的是 31 00:01:05,468 --> 00:01:07,608 就是这个维持利率不变 32 00:01:07,608 --> 00:01:10,739 美联储内部官员意见已经分歧严重 33 00:01:10,739 --> 00:01:14,439 激进的鸽派米兰当然是主张降息的 34 00:01:25,049 --> 00:01:28,930 但是反对在声明中加入宽松倾向的表述 35 00:01:31,890 --> 00:01:34,049 有人因为鸽派而反对 36 00:01:34,049 --> 00:01:36,810 有人因为鹰派而反对啊 37 00:01:36,810 --> 00:01:38,969 投票分布在两头的情况 38 00:01:38,969 --> 00:01:40,480 史上罕见 39 00:01:40,480 --> 00:01:43,879 未来美联储内部的斗争将会加大 40 00:01:45,980 --> 00:01:47,079 这个是他最后一次 41 00:01:52,370 --> 00:01:55,530 有投票权的票委们暂时也搞不清楚 42 00:01:55,530 --> 00:01:58,168 老大到底是要走什么样路线 43 00:01:58,168 --> 00:02:00,049 美联储声明显示 44 00:02:00,049 --> 00:02:01,769 除了利率维持不变 45 00:02:01,769 --> 00:02:04,168 还维持着之前的大量表述 46 00:02:04,168 --> 00:02:06,870 避免引起过多的政策猜测 47 00:02:06,870 --> 00:02:10,449 声明中新增提及能源价格上涨因素 48 00:02:10,449 --> 00:02:14,969 中东地缘政治因素提升了高度不确定性等表述 49 00:02:14,969 --> 00:02:18,590 但昨天市场猜测的删除宽松倾向表述 50 00:02:18,590 --> 00:02:20,699 并没有实现声明啊 51 00:02:20,699 --> 00:02:22,520 仍然是保留了这么一句话 52 00:02:22,520 --> 00:02:26,069 就是委员会将在考虑利率调整时 53 00:02:26,069 --> 00:02:29,789 仔细评估数据前景和风险平衡 54 00:02:29,789 --> 00:02:31,930 要是把这句话删了 55 00:02:31,930 --> 00:02:35,490 说明美联储降息周期将宣告结束 56 00:02:35,490 --> 00:02:38,610 所以这是一个中规中矩的声明 57 00:02:38,610 --> 00:02:41,659 我没有发现有特别的鹰派倾向 58 00:02:41,659 --> 00:02:44,039 鲍威尔讲话没有特别之处 59 00:02:44,039 --> 00:02:46,159 但是讲到他将离任 60 00:02:49,969 --> 00:02:52,849 鲍威尔的语速明显加快 61 00:02:52,849 --> 00:02:54,569 他将留在美联储 62 00:02:54,569 --> 00:02:56,509 继续当他的美联储理事 63 00:03:00,209 --> 00:03:02,049 他将会低调行事 64 00:03:02,049 --> 00:03:03,748 每天上班打卡 65 00:03:03,748 --> 00:03:06,719 目的就是等对他的调查结束 66 00:03:06,719 --> 00:03:08,800 在记者会问答环节 67 00:03:08,800 --> 00:03:11,969 鲍威尔几个主要观点可能提振了市场 68 00:03:11,969 --> 00:03:16,300 他说美联储内部对未来利率走向存在分歧 69 00:03:16,300 --> 00:03:19,240 但是加息的门槛相对较高 70 00:03:19,240 --> 00:03:21,120 没有人说要加息 71 00:03:21,120 --> 00:03:24,069 近期降息可能性也不大 72 00:03:24,069 --> 00:03:26,889 通胀回升主要是怪能源价格 73 00:03:26,889 --> 00:03:30,610 关税的影响将在未来两个季度达到峰值 74 00:03:30,930 --> 00:03:34,110 BOWYER祝贺沃什拿到关键投票 75 00:03:34,110 --> 00:03:37,270 参议院银行委员会以13票赞成 76 00:03:37,270 --> 00:03:38,849 11票反对的结果 77 00:03:38,849 --> 00:03:40,490 支持务实的提名 78 00:03:40,490 --> 00:03:42,490 沃什接替鲍威尔之后 79 00:03:42,490 --> 00:03:45,379 可能会对美联储采取一系列改革 80 00:03:45,379 --> 00:03:48,699 他承诺要缩减6.7万亿美元的美联储 81 00:03:48,699 --> 00:03:49,780 资产负债表 82 00:03:49,780 --> 00:03:52,120 建立新的通胀管理框架 83 00:03:52,120 --> 00:03:54,780 还要改变公众预期管理 84 00:03:54,780 --> 00:03:56,300 沃实上台后 85 00:03:56,300 --> 00:03:58,960 美联储政策有可能会更难预测 86 00:03:58,960 --> 00:04:01,750 股市波动恐怕会有所扩大 87 00:04:01,750 --> 00:04:04,689 美联储提到能源价格增加了通胀 88 00:04:04,689 --> 00:04:07,689 而这两天油价还越来越贵了 89 00:04:07,689 --> 00:04:09,550 美国有一艘航空母舰 90 00:04:09,550 --> 00:04:12,449 福特号将在未来几天离开中东 91 00:04:12,449 --> 00:04:13,789 启程回美国 92 00:04:13,789 --> 00:04:15,330 原因不明 93 00:04:15,330 --> 00:04:18,769 这艘航空母舰在3月初发生火灾 94 00:04:18,769 --> 00:04:21,490 这次撤离可能是要回去维修 95 00:04:21,490 --> 00:04:25,089 川普将继续对伊朗港口实施海上封锁 96 00:04:25,089 --> 00:04:28,769 将在更长时间里关闭霍尔木兹海峡 97 00:04:28,930 --> 00:04:30,449 市场人士认为 98 00:04:30,449 --> 00:04:34,189 能源市场继续小幅上涨的趋势将会维持 99 00:04:34,189 --> 00:04:37,870 布伦特原油的价格已经逼近120美元 100 00:04:37,870 --> 00:04:40,930 不过股市对战争消息脱敏 101 00:04:40,930 --> 00:04:44,069 市场的目光聚焦于重要的公司财报 102 00:04:44,069 --> 00:04:47,810 今天盘后有四家科技巨头公布财报 103 00:04:47,810 --> 00:04:50,750 是行情变化的重要风向标 104 00:04:51,029 --> 00:04:52,350 微软谷歌 105 00:04:52,350 --> 00:04:55,839 亚马逊和meta盘后财报是今天的重点 106 00:04:55,839 --> 00:04:57,220 他们权重大 107 00:04:57,220 --> 00:04:58,759 题材涉及面广 108 00:04:58,759 --> 00:05:01,209 容易牵动股市的方向 109 00:05:04,569 --> 00:05:08,149 今天财报之后先涨了2%点多 110 00:05:08,149 --> 00:05:10,509 后来就开始跳水 111 00:05:10,509 --> 00:05:13,418 看来市场出现了较大的分歧 112 00:05:13,418 --> 00:05:16,139 微软上季度业绩超预期 113 00:05:16,139 --> 00:05:18,619 季度营业收入829亿 114 00:05:18,619 --> 00:05:20,639 同比增长18% 115 00:05:20,639 --> 00:05:22,980 净利润是318亿 116 00:05:22,980 --> 00:05:25,480 按非GAAP会计准则计算 117 00:05:25,480 --> 00:05:27,069 增长20% 118 00:05:27,069 --> 00:05:30,759 稀释后每股收益为4.27美元 119 00:05:30,759 --> 00:05:34,060 总的营收实现了两位数的稳健增长 120 00:05:34,060 --> 00:05:36,269 超过了分析师的预期 121 00:05:36,269 --> 00:05:39,470 在收入结构中最重要的云业务上 122 00:05:39,470 --> 00:05:42,389 上季度的增长速度是29% 123 00:05:42,389 --> 00:05:44,930 云收入五百四十五一 124 00:05:44,930 --> 00:05:47,649 android云服务增长39% 125 00:05:47,649 --> 00:05:51,050 商业剩余履约义务增长了99% 126 00:05:51,050 --> 00:05:53,720 达到6270亿美元 127 00:05:53,720 --> 00:05:55,120 这是什么意思呢 128 00:05:56,160 --> 00:05:57,819 云收入是一个季度内 129 00:05:57,819 --> 00:06:01,009 从所有云相关服务中收到的总收入 130 00:06:01,009 --> 00:06:02,269 545亿 131 00:06:02,269 --> 00:06:04,129 占总收入829亿 132 00:06:04,129 --> 00:06:05,329 超过一半 133 00:06:05,329 --> 00:06:09,310 云收入对微软的业绩是最关键的一块 134 00:06:09,310 --> 00:06:11,170 商业剩余履约义务 135 00:06:11,170 --> 00:06:14,910 可以理解为订单代表客户已经签了合同 136 00:06:14,910 --> 00:06:17,379 但是还没有交付的订单 137 00:06:17,379 --> 00:06:21,819 这个有6270亿是未来业绩的关键 138 00:06:21,819 --> 00:06:24,980 微软的订单增长达到了99% 139 00:06:24,980 --> 00:06:28,298 说明许多客户锁定了未来的AI算力 140 00:06:28,298 --> 00:06:31,769 提前与微软签订了长期的大额合同 141 00:06:31,769 --> 00:06:33,870 数据超预期的情况下 142 00:06:33,870 --> 00:06:35,870 股价主要表现为跳水 143 00:06:35,870 --> 00:06:37,970 这又是为什么呢 144 00:06:38,379 --> 00:06:40,639 老生常谈的一个问题哈 145 00:06:40,639 --> 00:06:42,189 就是资本支出 146 00:06:42,189 --> 00:06:46,009 如果股价在业绩很好的情况下还是下跌的 147 00:06:46,009 --> 00:06:48,678 就会拿CAPEX作为借口 148 00:06:48,678 --> 00:06:52,509 预计微软本季度的资本支出将维持高位 149 00:06:52,509 --> 00:06:54,910 但是实际数字显示 150 00:06:54,910 --> 00:06:58,149 上季度的资本支出并没有375亿 151 00:06:58,149 --> 00:06:59,908 只有319亿 152 00:06:59,908 --> 00:07:02,970 低于分析师预期的353亿 153 00:07:02,970 --> 00:07:06,949 那么一季度当时因为资本支出375亿 154 00:07:06,949 --> 00:07:08,189 砸盘砸的 155 00:07:08,189 --> 00:07:10,740 现在发现并没有支出那么多 156 00:07:10,740 --> 00:07:12,699 股价是否有机会修复呢 157 00:07:13,740 --> 00:07:15,600 我认为盘后股价表现 158 00:07:15,600 --> 00:07:18,230 并不能反映微软的实际情况 159 00:07:18,230 --> 00:07:20,649 微软目前估值比较便宜 160 00:07:20,649 --> 00:07:24,959 大约是历史上估值水平数据中占13% 161 00:07:24,959 --> 00:07:27,899 也就是说只有13%的时间里 162 00:07:27,899 --> 00:07:29,879 是低于当前估值 163 00:07:29,879 --> 00:07:33,689 87%的时间是比现在还贵的 164 00:07:33,689 --> 00:07:37,209 估值较低时买入可能暂时无法盈利 165 00:07:37,209 --> 00:07:39,870 但长期回报的胜率较高 166 00:07:39,870 --> 00:07:42,470 回报也将较为可观 167 00:07:42,910 --> 00:07:45,470 分析师目前对微软的股价目标 168 00:07:45,470 --> 00:07:47,970 最高的报道了675美元 169 00:07:47,970 --> 00:07:49,740 最低的也有400 170 00:07:49,740 --> 00:07:52,060 平均目标价是559 171 00:07:52,060 --> 00:07:54,490 体现了较大的获利机会 172 00:07:54,490 --> 00:07:59,459 另一只财报开跌的是meta盘后下跌5%以上 173 00:07:59,459 --> 00:08:02,540 大跌主要原因又是资本支出 174 00:08:02,540 --> 00:08:05,559 华尔街每个季度都来这一套啊 175 00:08:05,559 --> 00:08:07,319 从季度业绩来看 176 00:08:07,319 --> 00:08:09,079 meta也是超预期 177 00:08:09,079 --> 00:08:11,879 一季度营业收入563.1亿 178 00:08:11,879 --> 00:08:13,800 同比增长33% 179 00:08:13,800 --> 00:08:17,189 高于分析师预期的553.6亿 180 00:08:17,189 --> 00:08:19,490 每股收益10.44美元 181 00:08:19,490 --> 00:08:21,529 同比增长62% 182 00:08:21,529 --> 00:08:24,269 高于预期的6.67美元 183 00:08:24,269 --> 00:08:26,670 扣除非经常性损益后 184 00:08:26,670 --> 00:08:29,790 EPS仍然能够达到7.3亿美元 185 00:08:29,790 --> 00:08:32,100 仍然超过分析师的预期 186 00:08:32,100 --> 00:08:36,690 股价开跌主要是meta提出了更高的支出计划 187 00:08:36,690 --> 00:08:39,009 2026年全年的资本支出 188 00:08:39,009 --> 00:08:40,929 上调到了1250亿 189 00:08:40,929 --> 00:08:42,929 至1450亿美元 190 00:08:42,929 --> 00:08:44,549 超过预期 191 00:08:44,549 --> 00:08:46,690 meta继续扩大投入 192 00:08:46,690 --> 00:08:49,429 用于人工智能基础设施的建设 193 00:08:49,429 --> 00:08:52,679 市场对超高资本支出比较担忧 194 00:08:52,679 --> 00:08:56,620 因为到底花这么多钱是不是能赚回来呢 195 00:08:56,620 --> 00:08:59,179 唉大家不是非常有把握 196 00:08:59,179 --> 00:09:01,659 meta目前股价表现震荡 197 00:09:01,659 --> 00:09:03,460 并不是短线强势股 198 00:09:03,460 --> 00:09:07,019 今天盘后砸完还会在区间内震荡 199 00:09:07,019 --> 00:09:08,320 和微软一样 200 00:09:08,320 --> 00:09:11,279 仍然会有持续整理的时间和空间 201 00:09:11,279 --> 00:09:14,240 但长期目标仍然看好 202 00:09:14,240 --> 00:09:18,960 分析师对meta的目标价最高的看到1015 203 00:09:18,960 --> 00:09:20,720 最低的676 204 00:09:20,720 --> 00:09:22,839 都高于现在的价格 205 00:09:22,839 --> 00:09:24,719 那四只明星股 206 00:09:24,719 --> 00:09:26,519 三只财报开来黑 207 00:09:26,519 --> 00:09:28,440 第三个是亚马逊 208 00:09:28,440 --> 00:09:30,419 盘后下跌1.7% 209 00:09:30,419 --> 00:09:31,539 小幅震荡 210 00:09:31,539 --> 00:09:33,139 没有受益于财报 211 00:09:33,139 --> 00:09:35,470 也没有太明显的跳水 212 00:09:35,470 --> 00:09:38,690 亚马逊一季度财报也是非常强劲 213 00:09:38,690 --> 00:09:42,649 尤其是AWS云业务和整体利润率上 214 00:09:42,649 --> 00:09:44,549 超过了市场预期 215 00:09:44,549 --> 00:09:47,289 亚马逊营收1815亿 216 00:09:47,289 --> 00:09:49,070 同比增长17% 217 00:09:49,070 --> 00:09:51,029 每股收益2.78 218 00:09:51,029 --> 00:09:53,318 这都超过了分析师的预期 219 00:09:53,318 --> 00:09:56,278 自由现金流同比增长30% 220 00:09:56,278 --> 00:09:58,450 到1485亿 221 00:09:58,450 --> 00:10:02,870 亚马逊AWS云业务收入增长了28% 222 00:10:02,870 --> 00:10:05,549 获得了15个季度以来最快增速 223 00:10:05,549 --> 00:10:07,379 而且基数大 224 00:10:07,379 --> 00:10:09,700 在亚马逊定制芯片方面 225 00:10:09,700 --> 00:10:13,210 OpenAI和ANTHROPIC都与亚马逊合作 226 00:10:13,210 --> 00:10:17,129 分别有二级瓦和5G瓦的芯片订单 227 00:10:17,450 --> 00:10:20,889 市场对亚马逊本季度593亿资本支出 228 00:10:20,889 --> 00:10:21,990 表示担忧 229 00:10:21,990 --> 00:10:23,909 全年2000亿开支 230 00:10:23,909 --> 00:10:28,470 是市场没有对超预期财报给出更高定价的原因 231 00:10:28,750 --> 00:10:31,549 四大明星股只存活一只 232 00:10:31,549 --> 00:10:34,409 谷歌财报后大涨5%以上 233 00:10:34,409 --> 00:10:36,849 谷歌一季报更加强劲 234 00:10:36,849 --> 00:10:39,349 一季度营收1099亿 235 00:10:39,349 --> 00:10:41,328 同比增长22% 236 00:10:41,328 --> 00:10:43,629 每股收益5.11美元 237 00:10:43,629 --> 00:10:45,929 大超预期的2.64 238 00:10:45,929 --> 00:10:49,259 也远高于去年同期的2.8亿美元 239 00:10:49,259 --> 00:10:51,559 净利润625.8亿 240 00:10:51,559 --> 00:10:53,519 同比增长81% 241 00:10:53,519 --> 00:10:54,980 利润大幅提升 242 00:10:54,980 --> 00:10:57,578 利润率也大幅上升 243 00:10:57,979 --> 00:11:01,659 谷歌的人工智能和广告业务都表现强劲 244 00:11:01,659 --> 00:11:05,200 谷歌云云的营收达到了200.3亿 245 00:11:05,200 --> 00:11:06,990 首次超过了200亿 246 00:11:06,990 --> 00:11:09,509 远超预期的184.1亿 247 00:11:09,509 --> 00:11:11,590 同比增长63% 248 00:11:11,590 --> 00:11:13,849 环比进一步加速 249 00:11:13,849 --> 00:11:15,908 谷歌的AI后来居上 250 00:11:15,908 --> 00:11:18,870 成为谷歌业绩的核心增长引擎 251 00:11:19,269 --> 00:11:23,250 核心广告业务中搜索业务营收604亿 252 00:11:23,250 --> 00:11:25,200 同比增长19% 253 00:11:25,200 --> 00:11:27,419 AI概要提升了搜索 254 00:11:27,419 --> 00:11:29,659 并没有以前市场担心的啊 255 00:11:29,659 --> 00:11:32,480 AI要替代搜索这样的事情发生 256 00:11:32,480 --> 00:11:36,159 油管广告业务营收98.8亿 257 00:11:36,159 --> 00:11:37,740 略微低于预期 258 00:11:37,740 --> 00:11:39,318 表现一般 259 00:11:39,678 --> 00:11:42,719 本季度资本支出356.7亿 260 00:11:42,719 --> 00:11:44,359 略低于预期 261 00:11:44,359 --> 00:11:48,038 全年维持1750到1850亿 262 00:11:48,038 --> 00:11:51,409 资本开支也是大手笔花钱呐 263 00:11:51,409 --> 00:11:52,669 奇妙的是 264 00:11:52,669 --> 00:11:54,750 市场就不砸谷歌 265 00:11:54,750 --> 00:11:56,470 谷歌花钱可以 266 00:11:56,470 --> 00:12:00,250 其他三家花钱就是浪费钱哈 267 00:12:00,250 --> 00:12:01,690 归根到底呀 268 00:12:01,690 --> 00:12:03,629 股价本来是强势的 269 00:12:03,629 --> 00:12:05,950 它就会维持惯性保持强势 270 00:12:05,950 --> 00:12:08,509 股价原来是趴着调整的 271 00:12:08,509 --> 00:12:10,389 财报好也是调整 272 00:12:11,629 --> 00:12:13,070 市场要回过神来 273 00:12:13,070 --> 00:12:15,559 回心转意需要时间 274 00:12:15,559 --> 00:12:18,360 谷歌曾经也是被质疑要完蛋的 275 00:12:18,360 --> 00:12:20,769 现在一点也没有完蛋 276 00:12:20,769 --> 00:12:23,830 咱们炒股呢坚定自己的想法 277 00:12:23,830 --> 00:12:27,820 用更长的时间去验证才是真正的投资 278 00:12:27,820 --> 00:12:29,899 毕竟市场的看法 279 00:12:29,899 --> 00:12:33,549 公司的成本都不是一朝一夕的事 280 00:12:33,549 --> 00:12:36,929 一个季度的时间可能真的改变不了什么 281 00:12:36,929 --> 00:12:38,450 今天盘前 282 00:12:38,450 --> 00:12:40,190 robin hr公布财报 283 00:12:40,190 --> 00:12:41,940 当天股价大跌 284 00:12:41,940 --> 00:12:43,299 rob亏大跌 285 00:12:43,299 --> 00:12:45,340 主要是因为营收不及预期 286 00:12:45,340 --> 00:12:47,639 营收环比下降17% 287 00:12:47,639 --> 00:12:50,139 净利润环比大跌42% 288 00:12:50,139 --> 00:12:53,700 来自加密货币的收入同比下降47% 289 00:12:53,700 --> 00:12:56,169 只剩1.34亿了 290 00:12:56,330 --> 00:12:58,190 加密货币陷入整理 291 00:12:58,190 --> 00:12:59,669 交投放缓后 292 00:12:59,669 --> 00:13:02,159 交易平台就比较不赚钱了 293 00:13:02,159 --> 00:13:04,679 其实券商都是靠天吃饭 294 00:13:04,679 --> 00:13:05,740 行情好 295 00:13:05,740 --> 00:13:06,679 人气旺 296 00:13:06,679 --> 00:13:07,039 大 297 00:13:07,039 --> 00:13:07,899 赚一笔 298 00:13:07,899 --> 00:13:09,299 行情不好了 299 00:13:09,299 --> 00:13:10,639 没人交易了 300 00:13:10,639 --> 00:13:12,399 经济佣金就少了 301 00:13:12,399 --> 00:13:14,759 所以呢也算是周期股吧 302 00:13:14,759 --> 00:13:17,519 那说到加密就要说一下circle 303 00:13:17,519 --> 00:13:21,440 因为好几个观众连续要求我讲公开账户 304 00:13:21,440 --> 00:13:24,179 今天截图盈利3263 305 00:13:24,179 --> 00:13:27,849 这是把高通盘后的涨幅也算进去了 306 00:13:27,849 --> 00:13:29,168 好先说一下circle 307 00:13:30,168 --> 00:13:31,649 circle的K线形态 308 00:13:31,649 --> 00:13:32,929 可以说是筑底 309 00:13:32,929 --> 00:13:35,750 目前均线对股价的支撑良好 310 00:13:35,750 --> 00:13:37,230 会不会突然上涨 311 00:13:37,230 --> 00:13:39,480 全看主力要不要这么干 312 00:13:39,480 --> 00:13:42,779 最近USDC的流通量增长乏力 313 00:13:42,779 --> 00:13:44,700 币圈没有什么激情 314 00:13:44,700 --> 00:13:46,360 交头平淡 315 00:13:46,360 --> 00:13:48,179 利率不怎么下降了 316 00:13:48,179 --> 00:13:50,169 对circle是有利的 317 00:13:50,169 --> 00:13:53,529 但非利息收入是不是会有显著增长 318 00:13:53,529 --> 00:13:56,850 才是circle未来有没有价值的标志 319 00:13:57,129 --> 00:14:00,110 这只股会在财报后出现剧烈变化 320 00:14:00,110 --> 00:14:03,500 我估计上涨的概率会大于50% 321 00:14:03,820 --> 00:14:06,399 高通盘后突然涨了14% 322 00:14:06,399 --> 00:14:08,318 我大概也解套了 323 00:14:08,318 --> 00:14:10,499 这只股调整很久了 324 00:14:10,499 --> 00:14:14,620 再不涨都不好意思待在费城半导体指数里了 325 00:14:14,860 --> 00:14:18,059 内存上涨被认为打击了高通手机业务 326 00:14:18,059 --> 00:14:19,679 但非GAAP 327 00:14:19,679 --> 00:14:22,578 每股收益仍然达到了2.65美元 328 00:14:22,578 --> 00:14:26,240 说明高通在手机市场还是有定价权 329 00:14:26,240 --> 00:14:30,220 汽车业务在本季度冲到13亿以上以后 330 00:14:30,220 --> 00:14:31,279 除了靠手机 331 00:14:31,279 --> 00:14:33,379 还能靠汽车业务啦 332 00:14:33,379 --> 00:14:35,720 唉总算暂时解套啦 333 00:14:35,720 --> 00:14:38,889 那我先准备继续持有好 334 00:14:38,889 --> 00:14:40,490 今天的节目就分享到这里 335 00:14:40,490 --> 00:14:41,470 感谢大家收看 336 00:14:41,470 --> 00:14:42,629 我们下期节目再见 337 00:14:42,629 --> 00:14:43,340 拜拜
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