【Felix & Friends】平庸陷阱？别再盲目持有指数基金了！

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现在你拥有一只上涨了523%的股票

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还有一只目前下跌了54%的股票

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你会说不不

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我没有

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但你持有指数基金

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没错

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你持有某种指数基金

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要么直接持有，要么有部分401k配置，这就是现状

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就在我现在系上黑领结的时候

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我在想这可能是每个人投资计划中最大的疏漏

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因为大多数投资者根本不清楚

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他们正同时持有赢家和输家

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所以从美丽的法国南部

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我现在要带你们深入讲解接下来十五分钟

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或更久，这样才能真正理解

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因为你有一半投资在亏损

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这部分至关重要

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因为它直接影响你的投资结果

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如何处理这些信息可能彻底决定你未来十年的财富

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你的退休生活

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所有其他事情

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如果你在想我是谁

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我是谁

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我叫费利克斯

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嗯

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我现在身处

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电影节现场

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但我也是一名经济学家和前银行家

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同时还是Goat学院创始人

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过去六年我的退休导师已教导超过两万人

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这就是我们在这里做的事

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我们的使命非常简单

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我要向你们展示

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华尔街没告诉你们的内容

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所以你们拥有与那些专家相同的工具和技能

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我现在将带你们了解

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金融媒体不会告诉你们的真相

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因为这会破坏他们的主流叙事

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这段视频可能有些杂乱

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同时信息量极大

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我将整理

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提供完整的研究报告，涵盖所有内容并更深入分析

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我们将讨论多只股票

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股票代码会在报告中列出

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所有内容都会包含在内

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你可以下载资料，链接在下方

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在描述中

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所以赶紧获取，完全免费

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嗯不

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没有任何附加条件

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说实话，我只是希望你能全面了解情况

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这些数据

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这些图表

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每一个股票代码

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我接下来要提到的

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这确实

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所有信息都在里面对吧

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标普500指数今年上涨了约9%

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表现相当不错

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纳斯达克正接近历史新高

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历史高点

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道指逼近五万点

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几乎在上个季度

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标普500公司中有绝大多数盈利超预期

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高达84%

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这是自

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像2021年政府发放免费资金的繁荣时期

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你看新闻头条

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一切看起来简直太棒了

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绝对令人惊叹

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就像我身后这尊辉煌的雕像

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而这就是投资者犯的最大错误

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你看到老派的蜂群

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感觉良好

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然后你什么都不做

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在头条新闻下隐藏着截然不同的故事

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所以我每周追踪

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全美股市150个行业

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听起来工作量很大，实际只需半小时

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目前55%的行业表现强劲

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持续攀升

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大量资金涌入

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前景良好

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64个行业正在下滑

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持续走低

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资金正在撤离

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这意味着更多行业在崩塌而非上涨

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尽管我们处于历史高点

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让我举个真实例子

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美光科技

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美光从低点反弹

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涨幅523%

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然后是耐克

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你的运动鞋制造商

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同期下跌54%

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两者都在标普500和同一指数

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同一时间段

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截然不同的结果

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如果你买入标普500指数基金

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你就同时持有它们

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米克隆正在部署你的机器人

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把Foo往上

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耐克正竭尽全力拖累它

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你必须扪心自问

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这真的是你最好的选择吗

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这就是我对你的风声说的

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猛烈攻击头部

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现在我们将深入探讨这一点

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真正深入分析

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就在这个星期六

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实际上这是第一次

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我将举办免费直播

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名为2026年买入持有已死

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华尔街将如何应对

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全程直播

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完全免费

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就在这个星期六

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我将在这里直播

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从法国现场直播，避开风

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希望如此

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下方有链接

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名为买入成长网

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正是成长网的意图

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请为这场直播占座

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在美国境内有效

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在欧洲地区

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无论你在哪

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因为本周我处于你的时区

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但我有点跑题了

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让我先展示给你

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为什么现在如此重要

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没错

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当前发生了什么

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这不是市场崩盘

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如果是崩盘

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一切都会下跌

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当前是板块轮动

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资金正从某些板块撤离

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涌入其他板块

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想象一个大型泳池的不同区域

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水量总量保持不变

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只是指数

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但一端水位上涨

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另一端则在排空

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标普新高表明泳池已满

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但未说明水流方向

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水正在流向哪端

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能源股今日上涨28%

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今年表现最佳

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美国表现最佳的板块

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医疗保健下降了6%，并关闭了6%

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我得到同样的市场

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结果截然不同

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税收上涨16%

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使材料上涨14%

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所以钱正在流向某个地方

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非常具体

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如果你不注意

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你可能错过了某些部分

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在这段旅程中

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有涨有跌对吧

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所以基本上有三个因素在驱动这

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第一个因素是通胀卷土重来

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婴儿cpi

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这是官方政府未采用的指标

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价格如何

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物价正在上涨

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达到3.8%

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8%

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2%

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目标值

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没错

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能源成本上涨18%

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情况会变得更糟

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油价上涨28%

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嗯

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你可能能感受到这一点

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如果你有这种感觉就在评论区写下

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在评论中写下你的感受

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人们会想知道你们的感受

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嗯

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美联储希望达到2%

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我们已经达到双倍

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他们想要的通胀水平

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我的意思是

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这很难实现

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资产和大宗商品大幅波动

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基于纸张的资产现在亏损

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第二个真正重要的因素

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这是一个你从未听说过的数字

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称为NAA

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我正在

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你可能想记下来

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我感觉自己在拼命抓住

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在这里拼了命

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称为AAA

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我正在

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这是一个

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这是一个专业基金经理的调查

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这本身有点讽刺

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并告诉你客户目前有多少资金投资在股票中

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现在它的比例是百分之九十七

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所以

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所有资金的百分之九十七

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经理们全部满仓

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嗯，我想象的场景是

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这就像音乐椅游戏

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没错

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已经有九十七人就座

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剩下三把椅子

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当几乎所有人都满仓时

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基本上没有新资金推动价格上涨

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资金流动的方向远比战争影响更重要得多

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第三点是实际工资

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实际工资是指扣除通胀后的收入

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现在这个数字是负数

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今年你赚的钱比去年少了

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这让你感到愤怒吗

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非常生气

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是的

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大概就是这样

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可能没错

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美国人正在变穷

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即使他们的工资在上涨

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这就是消费者的隐形税

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嗯

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所有面向消费者的行业

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零售广告

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它们都在加剧痛苦，比如耐克

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也许嗯

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但它们是赢家

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我想带你们了解其中一些

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我将介绍一些实际股票和机会

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希望我的团队会在编辑中添加数据

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这样对你更有价值

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首先我要提到的是黄金

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黄金是避险资产

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在通胀时期

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现在你可以购买黄金

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我支持这个，但并非指导你

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我不是持牌财务顾问

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这些只是我的观点和研究

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没错，我只是分享我的思考

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我喜欢的股票是新蒙特公司

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00:08:09,048 --> 00:08:10,608
因为黄金

246
00:08:10,608 --> 00:08:10,968
你知道的

247
00:08:10,968 --> 00:08:11,408
四千

248
00:08:11,408 --> 00:08:12,329
七百左右

249
00:08:12,329 --> 00:08:14,769
过去一年涨幅近五十 percent

250
00:08:14,769 --> 00:08:15,678
嗯

251
00:08:15,678 --> 00:08:18,278
还有三件事在推动金价上涨

252
00:08:18,278 --> 00:08:20,269
各国央行在囤积黄金

253
00:08:24,350 --> 00:08:25,769
这简直疯狂

254
00:08:25,769 --> 00:08:26,350
中国

255
00:08:26,350 --> 00:08:27,829
印度、土耳其、沙特

256
00:08:27,829 --> 00:08:30,189
他们都在将美元兑换成

257
00:08:30,189 --> 00:08:31,139
嗯，换成黄金

258
00:08:31,139 --> 00:08:32,639
这反映了世界的现状

259
00:08:32,639 --> 00:08:32,820
嗯

260
00:08:32,820 --> 00:08:33,860
世界正在急速

261
00:08:33,860 --> 00:08:36,479
因为这些国家正在制造通胀

262
00:08:36,479 --> 00:08:37,698
他们才是印钞的主体

263
00:08:37,698 --> 00:08:42,299
现金意味着你必然

264
00:08:42,299 --> 00:08:44,840
因为通胀会使其贬值

265
00:08:44,840 --> 00:08:46,360
而黄金是终极抗通胀

266
00:08:46,360 --> 00:08:46,559
对冲工具

267
00:08:46,559 --> 00:08:47,419
始终如此

268
00:08:47,419 --> 00:08:50,259
我认为未来五千年也会持续

269
00:08:50,259 --> 00:08:53,820
而黄金矿商的表现甚至更好

270
00:08:53,820 --> 00:08:55,580
因此有一个黄金矿商指数

271
00:08:55,580 --> 00:08:56,710
名为GDX

272
00:08:56,710 --> 00:08:59,490
目前远超长期均值

273
00:08:59,490 --> 00:08:59,950
我说

274
00:08:59,950 --> 00:09:01,529
矿商跑赢了黄金本身

275
00:09:01,529 --> 00:09:03,629
这通常表明存在

276
00:09:03,629 --> 00:09:04,519
一些强劲走势

277
00:09:04,519 --> 00:09:05,620
这里以Neometals为例

278
00:09:05,620 --> 00:09:07,500
全球最大黄金矿商

279
00:09:07,500 --> 00:09:09,200
市值超百亿美元

280
00:09:09,200 --> 00:09:10,620
并非这类

281
00:09:10,620 --> 00:09:10,940
你知道的

282
00:09:10,940 --> 00:09:13,139
或许他们能发现黄金型收益

283
00:09:13,139 --> 00:09:14,019
他们是蓝筹股

284
00:09:14,019 --> 00:09:14,580
黄金矿企上涨

285
00:09:14,580 --> 00:09:15,649
基本没错

286
00:09:15,649 --> 00:09:17,129
如果你周六加入我

287
00:09:17,129 --> 00:09:18,409
我们将共同分析图表

288
00:09:18,409 --> 00:09:19,009
观察这只股票

289
00:09:19,009 --> 00:09:20,350
以及其他相关标的

290
00:09:20,350 --> 00:09:22,639
这能告诉我资金流向

291
00:09:22,639 --> 00:09:23,480
以及流入原因

292
00:09:23,480 --> 00:09:26,159
并指出可能入场的价格点

293
00:09:26,159 --> 00:09:28,200
周六我会教大家这些内容

294
00:09:28,200 --> 00:09:30,620
若你参加了《为何买入持有已死》

295
00:09:30,620 --> 00:09:32,440
2026年直播课程

296
00:09:32,440 --> 00:09:36,139
我关注的第二领域是铀

297
00:09:36,139 --> 00:09:38,039
这是隐形机会

298
00:09:38,039 --> 00:09:40,620
我的股票选择是Cameco

299
00:09:40,620 --> 00:09:42,529
Ccj 是要采用一个符号

300
00:09:42,529 --> 00:09:44,490
它正在雷达下飞行

301
00:09:44,490 --> 00:09:47,610
铀价相比一年前上涨了2.1%

302
00:09:47,610 --> 00:09:49,559
世界正在走向核能时代

303
00:09:49,559 --> 00:09:53,159
中国有60座核电站运行，38座在建

304
00:09:53,159 --> 00:09:56,720
美国已将铀列为国家安全资产

305
00:09:56,720 --> 00:09:57,500
嗯

306
00:09:57,500 --> 00:10:00,940
科技巨头正在建设或签署合同

307
00:10:00,940 --> 00:10:02,019
或小型核反应堆

308
00:10:02,019 --> 00:10:02,899
为飞行员提供动力

309
00:10:02,899 --> 00:10:03,960
为数据中心供电

310
00:10:03,960 --> 00:10:06,039
而我们想要的电力

311
00:10:06,039 --> 00:10:07,259
AI的发展将依赖核能

312
00:10:07,259 --> 00:10:08,120
这只是片段

313
00:10:08,120 --> 00:10:08,940
无论你是否接受

314
00:10:08,940 --> 00:10:10,099
这就是现实

315
00:10:10,099 --> 00:10:13,619
美国每年需要约5000万磅铀

316
00:10:13,619 --> 00:10:16,759
其中约100万磅来自国内

317
00:10:16,759 --> 00:10:20,980
因此对铀的进口依赖度达98%

318
00:10:20,980 --> 00:10:23,580
政府将其称为国家安全关键物资

319
00:10:23,580 --> 00:10:26,870
所以我看好铀矿股

320
00:10:26,870 --> 00:10:28,009
有相关ETF基金

321
00:10:28,009 --> 00:10:29,129
名为

322
00:10:29,129 --> 00:10:30,929
今年以来已上涨25%

323
00:10:30,929 --> 00:10:32,750
今年小矿企下跌4%

324
00:10:32,750 --> 00:10:33,470
5%

325
00:10:33,470 --> 00:10:35,769
但我的选择是CCJ

326
00:10:35,769 --> 00:10:40,440
它是全球前50大铀生产商

327
00:10:40,440 --> 00:10:43,840
若铀是未来能源

328
00:10:43,840 --> 00:10:48,129
卡梅奥将供应三分之一

329
00:10:48,129 --> 00:10:50,559
铜就像昔日的石油

330
00:10:51,639 --> 00:10:52,440
这里再说一遍

331
00:10:52,440 --> 00:10:53,600
不要盲目买入

332
00:10:53,600 --> 00:10:54,059
当然

333
00:10:54,059 --> 00:10:54,600
嗯

334
00:10:54,600 --> 00:10:55,220
阅读报告

335
00:10:55,220 --> 00:10:58,039
本周六来参加，学习FCX

336
00:10:58,039 --> 00:11:00,460
活动名是自由港

337
00:11:00,460 --> 00:11:03,299
华尔街大量资金涌入铜市

338
00:11:03,299 --> 00:11:06,720
铜被称为新石油

339
00:11:06,720 --> 00:11:10,090
因现代经济全靠它运转

340
00:11:10,090 --> 00:11:13,578
铜价去年上涨约40%

341
00:11:13,578 --> 00:11:14,938
每辆电动车需4倍于传统车的铜

342
00:11:14,938 --> 00:11:16,019
每块太阳能板需要它

343
00:11:16,019 --> 00:11:17,379
每台风力发电机需要它

344
00:11:17,379 --> 00:11:19,328
每个数据中心需要它

345
00:11:19,328 --> 00:11:20,308
彭博社称

346
00:11:20,308 --> 00:11:24,568
铜市场将出现百万吨缺口

347
00:11:24,568 --> 00:11:26,700
这意味着需求远超供给

348
00:11:26,700 --> 00:11:28,740
然后世界将能够生产

349
00:11:28,740 --> 00:11:30,539
情况将会变得更糟

350
00:11:30,539 --> 00:11:31,240
不管怎样

351
00:11:31,240 --> 00:11:33,539
印尼出现生产问题

352
00:11:33,539 --> 00:11:36,440
智利和中国暂停出口

353
00:11:36,440 --> 00:11:37,000
嗯

354
00:11:37,000 --> 00:11:40,120
还有许多铜加工所需的材料

355
00:11:40,120 --> 00:11:41,860
供应量正在减少

356
00:11:41,860 --> 00:11:44,600
显然风力并不如此

357
00:11:44,600 --> 00:11:45,220
嗯是的

358
00:11:45,220 --> 00:11:48,350
FCX市值约八十亿

359
00:11:48,350 --> 00:11:51,269
它是全球最纯粹的铜业公司

360
00:11:51,269 --> 00:11:52,149
在我看来

361
00:11:52,149 --> 00:11:53,330
所以当铜价上涨

362
00:11:53,330 --> 00:11:54,490
FCX将获利

363
00:11:54,490 --> 00:11:55,389
还有一些其他公司

364
00:11:55,389 --> 00:11:56,870
嗯南方铜业

365
00:11:56,870 --> 00:11:59,230
其股票代码为SCC.O

366
00:11:59,230 --> 00:12:02,089
市值约一百六十亿更大

367
00:12:02,089 --> 00:12:03,408
同样处于有利位置

368
00:12:03,408 --> 00:12:05,120
我觉得可以看看这些

369
00:12:05,120 --> 00:12:06,200
如果这有帮助请告诉我

370
00:12:06,200 --> 00:12:07,879
只需在下方图表标记有用

371
00:12:07,879 --> 00:12:09,000
我知道这对你有效

372
00:12:09,000 --> 00:12:12,519
是否值得为此破坏珍贵的头发

373
00:12:12,519 --> 00:12:14,120
嗯第四

374
00:12:14,120 --> 00:12:16,120
我想我们到了第四能源

375
00:12:16,120 --> 00:12:20,179
这里要关注的股票是TotalEnergies

376
00:12:20,179 --> 00:12:22,600
能源整体今年上涨约二十个百分点

377
00:12:22,600 --> 00:12:23,519
截至目前

378
00:12:23,519 --> 00:12:26,429
它是整个市场表现最佳的板块

379
00:12:26,429 --> 00:12:28,409
大家都在讨论科技股

380
00:12:28,409 --> 00:12:30,029
是否被高估

381
00:12:30,029 --> 00:12:31,710
能源表现远超一切

382
00:12:31,710 --> 00:12:33,090
如果你知道该关注什么

383
00:12:33,090 --> 00:12:35,419
如果你能看清资金流向

384
00:12:35,419 --> 00:12:37,220
无需担心泡沫

385
00:12:37,220 --> 00:12:40,240
只需买入资金流入的方向

386
00:12:40,240 --> 00:12:45,590
这很有道理通胀主要由能源驱动

387
00:12:45,590 --> 00:12:47,909
能源生产公司

388
00:12:47,909 --> 00:12:49,110
它们正在赚取利润

389
00:12:49,110 --> 00:12:49,669
是的

390
00:12:49,669 --> 00:12:51,549
TT就是这支股票

391
00:12:51,549 --> 00:12:52,370
我正在关注的

392
00:12:52,370 --> 00:12:54,610
市值约一百六十亿美元公司

393
00:12:54,610 --> 00:12:56,309
能源业务多元化

394
00:12:56,309 --> 00:12:57,149
巨型石油公司

395
00:12:57,149 --> 00:12:58,610
天然气可再生能源

396
00:12:58,610 --> 00:13:01,009
你想到的都有资金流入

397
00:13:01,009 --> 00:13:01,970
只需观察股票走势图

398
00:13:01,970 --> 00:13:02,490
周六和我一起

399
00:13:02,490 --> 00:13:03,210
如果你不知道到底在说什么

400
00:13:03,210 --> 00:13:03,809
我正在谈论的

401
00:13:03,809 --> 00:13:04,889
我来教你

402
00:13:04,889 --> 00:13:07,570
所以我们有四个商品板块

403
00:13:07,570 --> 00:13:08,330
我们有黄金

404
00:13:08,330 --> 00:13:09,049
铀矿

405
00:13:09,049 --> 00:13:11,299
铜和能源

406
00:13:11,539 --> 00:13:13,139
这就是资金流动的方向

407
00:13:13,139 --> 00:13:14,740
这其实非常简单

408
00:13:14,740 --> 00:13:18,210
对但当商品表现良好时

409
00:13:18,210 --> 00:13:20,070
而我们正处于大宗商品超级周期

410
00:13:20,070 --> 00:13:24,500
还伴随着另一个相关繁荣

411
00:13:24,500 --> 00:13:26,799
通常涉及基建和国防

412
00:13:26,799 --> 00:13:28,779
这些数据非常惊人

413
00:13:28,779 --> 00:13:30,720
所以总承包商

414
00:13:30,720 --> 00:13:32,779
这些是非住宅建筑

415
00:13:32,779 --> 00:13:35,379
整个行业上涨了330%

416
00:13:35,379 --> 00:13:36,759
上涨330%所以你会更

417
00:13:36,759 --> 00:13:40,389
在为你的沙发发愁时

418
00:13:40,389 --> 00:13:41,109
或你的沙发

419
00:13:41,109 --> 00:13:42,129
或你的视频设备

420
00:13:42,129 --> 00:13:46,529
如果你知道去关注电子元件

421
00:13:46,529 --> 00:13:48,909
我们已长期布局工程领域

422
00:13:48,909 --> 00:13:52,700
建筑公司上涨200%水电气

423
00:13:52,700 --> 00:13:55,860
管道公司上涨200%半导体

424
00:13:55,860 --> 00:13:58,460
是的也上涨了170%电气产品

425
00:13:58,460 --> 00:14:00,350
这些不是概念股

426
00:14:00,350 --> 00:14:01,789
也不是加密货币股

427
00:14:01,789 --> 00:14:07,860
这些公司正在建设美国下一代基建

428
00:14:07,860 --> 00:14:08,960
他们是实体企业

429
00:14:08,960 --> 00:14:10,120
拥有真实合同

430
00:14:10,120 --> 00:14:11,340
有真实盈利

431
00:14:11,340 --> 00:14:13,279
而标普仅涨9%

432
00:14:13,279 --> 00:14:14,679
这些公司已实现

433
00:14:14,679 --> 00:14:16,639
惊人增长

434
00:14:16,639 --> 00:14:21,399
你知道所有科技公司都在暂停数亿数据中心

435
00:14:21,399 --> 00:14:22,919
他们说我们需要

436
00:14:22,919 --> 00:14:23,659
他们需要芯片

437
00:14:23,659 --> 00:14:24,740
需要电力系统

438
00:14:24,740 --> 00:14:26,059
冷却铜材

439
00:14:26,059 --> 00:14:27,200
实物资源

440
00:14:27,200 --> 00:14:28,080
比如建筑

441
00:14:28,080 --> 00:14:29,360
电气基建

442
00:14:29,360 --> 00:14:30,350
他们都需要

443
00:14:30,350 --> 00:14:35,480
我在这些行业中的首选是芯片

444
00:14:35,480 --> 00:14:35,799
没错

445
00:14:35,799 --> 00:14:37,139
Broadcoag

446
00:14:37,139 --> 00:14:38,159
巨头公司

447
00:14:38,159 --> 00:14:40,039
拥有半杯容量

448
00:14:40,039 --> 00:14:42,519
他们为全球最大的企业供应定制AI芯片

449
00:14:42,519 --> 00:14:43,200
你知道的

450
00:14:43,200 --> 00:14:45,580
像微软、亚马逊这些巨头

451
00:14:45,580 --> 00:14:48,068
资金正源源不断涌入这个领域

452
00:14:48,068 --> 00:14:49,788
但这不仅仅是芯片

453
00:14:49,788 --> 00:14:54,440
还包括芯片周围的实体设备

454
00:14:54,440 --> 00:14:56,480
有一只你从未听说过的股票

455
00:14:56,480 --> 00:14:57,519
我被叫做Fix

456
00:14:57,519 --> 00:14:58,419
Ix

457
00:14:58,419 --> 00:14:59,779
它叫Comfort Systems

458
00:14:59,779 --> 00:15:01,159
然后是一家工程公司

459
00:15:01,159 --> 00:15:04,620
他们主要负责机械和电气系统

460
00:15:04,620 --> 00:15:06,789
这是数据中心现在急需的

461
00:15:06,789 --> 00:15:08,350
它已经从低点上涨了五倍

462
00:15:08,350 --> 00:15:09,129
你可能会想

463
00:15:09,129 --> 00:15:09,309
哦

464
00:15:09,309 --> 00:15:09,870
已经太迟了

465
00:15:09,870 --> 00:15:10,230
费利克斯

466
00:15:10,230 --> 00:15:11,230
我现在提到它

467
00:15:11,230 --> 00:15:11,870
嗯

468
00:15:11,870 --> 00:15:12,649
周六和我一起

469
00:15:12,649 --> 00:15:14,269
我会告诉你为什么太迟

470
00:15:14,269 --> 00:15:16,539
通常这是错误的视角

471
00:15:16,539 --> 00:15:18,779
你知道可以买入指数基金长期持有

472
00:15:18,779 --> 00:15:20,120
但Fix不会在其中

473
00:15:20,120 --> 00:15:22,859
因为没人听说过它

474
00:15:23,219 --> 00:15:23,859
另一只股票

475
00:15:23,859 --> 00:15:24,938
我认为值得重点关注

476
00:15:24,938 --> 00:15:27,318
我们之前讨论过的是西部数据，股票代码

477
00:15:27,318 --> 00:15:29,179
Tx数据存储

478
00:15:29,179 --> 00:15:30,139
嗯是的

479
00:15:30,139 --> 00:15:31,700
这是一家市值900亿美元的公司

480
00:15:31,700 --> 00:15:32,820
并非家喻户晓的名字

481
00:15:32,820 --> 00:15:35,389
但在这一领域表现突出

482
00:15:35,389 --> 00:15:40,139
另一个值得关注的是Celesta，股票代码C

483
00:15:40,139 --> 00:15:43,519
他们主要从事电子制造业务

484
00:15:43,519 --> 00:15:47,200
生产驱动云和AI基础设施的硬件

485
00:15:47,200 --> 00:15:49,269
正在大幅增长

486
00:15:49,269 --> 00:15:51,370
这才是真正的公司和利润

487
00:15:51,370 --> 00:15:52,490
真实的盈利

488
00:15:52,490 --> 00:15:54,929
如果你永远持有指数基金

489
00:15:54,929 --> 00:15:57,149
就错失了这些机会

490
00:15:57,149 --> 00:15:58,429
国防方面呢

491
00:15:58,429 --> 00:15:59,090
嗯

492
00:15:59,090 --> 00:16:00,409
欧洲正在加强军备

493
00:16:00,409 --> 00:16:01,730
德国抱歉是增强军备

494
00:16:01,730 --> 00:16:03,529
这总让我感到温暖

495
00:16:03,529 --> 00:16:04,750
尤其是作为其中一员

496
00:16:04,750 --> 00:16:05,789
别开玩笑

497
00:16:05,789 --> 00:16:06,490
我是认真的

498
00:16:06,490 --> 00:16:06,970
我们并不

499
00:16:06,970 --> 00:16:07,289
我们并不

500
00:16:07,289 --> 00:16:08,328
我们并不具备应对

501
00:16:08,328 --> 00:16:09,129
从未规划过

502
00:16:09,129 --> 00:16:10,009
嗯，就像这样

503
00:16:10,009 --> 00:16:10,690
嗯

504
00:16:10,690 --> 00:16:14,399
所以国防支出承诺基本上是去月球

505
00:16:14,399 --> 00:16:16,220
当时正在进行

506
00:16:16,220 --> 00:16:19,399
国防公司积压了大量订单

507
00:16:19,399 --> 00:16:22,750
支出即将大幅增加

508
00:16:22,750 --> 00:16:23,230
所以

509
00:16:23,230 --> 00:16:29,500
我的火箭地图显示rklb股价从年初飙升279%

510
00:16:29,500 --> 00:16:31,159
增长2700%

511
00:16:31,159 --> 00:16:31,379
是的

512
00:16:31,379 --> 00:16:32,779
这是一家400亿美元公司

513
00:16:32,779 --> 00:16:35,159
从事航天发射和国防技术

514
00:16:35,159 --> 00:16:35,820
再说

515
00:16:35,820 --> 00:16:36,379
你可能会想

516
00:16:36,379 --> 00:16:36,620
哦

517
00:16:36,620 --> 00:16:39,159
真希望我早点发现这个事实

518
00:16:39,159 --> 00:16:41,690
但就像种树

519
00:16:41,690 --> 00:16:43,129
最佳时机就是今天

520
00:16:43,129 --> 00:16:44,830
如果没有时间机器的话

521
00:16:44,830 --> 00:16:46,190
稍微保守一点

522
00:16:46,190 --> 00:16:47,490
应该是rtx

523
00:16:47,490 --> 00:16:49,494
以前叫raytheer

524
00:16:50,019 --> 00:16:51,119
巨头公司

525
00:16:51,119 --> 00:16:52,458
国防蓝筹股

526
00:16:52,458 --> 00:16:55,190
股价仅上涨约69%

527
00:16:55,190 --> 00:16:56,750
我说仅因

528
00:16:56,750 --> 00:16:58,429
我们现在持有的许多股票

529
00:16:58,429 --> 00:17:00,509
我的持仓涨幅远超这个

530
00:17:00,509 --> 00:17:03,830
我认为他们处于资金轮动的有利位置

531
00:17:03,830 --> 00:17:07,249
然后整个美国布局

532
00:17:07,249 --> 00:17:09,048
将其引入图灵枢纽

533
00:17:09,048 --> 00:17:10,308
半导体

534
00:17:10,308 --> 00:17:12,128
电池工厂生产线

535
00:17:12,128 --> 00:17:13,230
芯片法案

536
00:17:13,230 --> 00:17:15,670
讽刺性命名的通胀削减法案

537
00:17:15,670 --> 00:17:16,950
反而加剧了通胀

538
00:17:16,950 --> 00:17:17,549
嗯

539
00:17:17,549 --> 00:17:18,710
这些是资金支持项目

540
00:17:18,710 --> 00:17:22,159
因此基建热潮将持续数十年

541
00:17:22,159 --> 00:17:23,719
这就是为什么

542
00:17:23,719 --> 00:17:26,038
我们一直在讨论输水管道

543
00:17:26,038 --> 00:17:27,298
下水道管道

544
00:17:27,298 --> 00:17:28,679
这些领域的建设

545
00:17:28,679 --> 00:17:29,798
因为它们已上涨

546
00:17:29,798 --> 00:17:30,638
大幅飙升

547
00:17:30,638 --> 00:17:32,720
这里有一只值得关注的股票

548
00:17:32,720 --> 00:17:35,019
也许把这记下来才是正解

549
00:17:35,019 --> 00:17:35,740
取一个符号

550
00:17:35,740 --> 00:17:36,690
清空z

551
00:17:36,690 --> 00:17:39,400
他们专注于基础设施

552
00:17:39,400 --> 00:17:39,839
建设工程

553
00:17:39,839 --> 00:17:40,460
电力线路

554
00:17:40,460 --> 00:17:41,980
管道这类东西

555
00:17:41,980 --> 00:17:43,579
另一个是量子服务

556
00:17:43,579 --> 00:17:45,240
我们之前也讨论过这个

557
00:17:45,240 --> 00:17:46,940
工程建筑公司

558
00:17:46,940 --> 00:17:47,740
电力供应

559
00:17:47,740 --> 00:17:48,679
石油天然气

560
00:17:48,679 --> 00:17:52,479
这些公司对大多数散户投资者来说是隐形的

561
00:17:52,479 --> 00:17:53,318
不会引发病毒式传播

562
00:17:53,318 --> 00:17:54,489
不会登上头条

563
00:17:54,489 --> 00:17:56,568
但每个大趋势的基石

564
00:17:56,568 --> 00:17:57,969
而且数量很多

565
00:17:57,969 --> 00:17:58,489
嗯

566
00:17:58,489 --> 00:18:00,500
我觉得它们可能还会大幅上涨

567
00:18:00,500 --> 00:18:02,019
我没有水晶球

568
00:18:02,019 --> 00:18:04,279
所以没有未来表现的保证

569
00:18:04,279 --> 00:18:05,259
但你知道的

570
00:18:05,259 --> 00:18:06,839
从资金流向入手

571
00:18:06,839 --> 00:18:12,150
这让我们来到一个部分

572
00:18:12,150 --> 00:18:13,930
因为我们也存在失败者

573
00:18:13,930 --> 00:18:16,109
没错，我快速带过这些

574
00:18:16,109 --> 00:18:18,589
但记住现在有64个行业

575
00:18:18,589 --> 00:18:22,730
近半数正在亏损

576
00:18:22,730 --> 00:18:23,329
再次强调

577
00:18:23,329 --> 00:18:24,690
这些并非冷门行业

578
00:18:24,690 --> 00:18:26,890
这些是家喻户晓的行业

579
00:18:26,890 --> 00:18:29,509
存在于你的指数基金中

580
00:18:29,509 --> 00:18:34,019
如果你持有标普指数或分散化ETF等

581
00:18:34,019 --> 00:18:37,079
正通过持有这些主动摧毁账户

582
00:18:37,079 --> 00:18:37,539
嗯

583
00:18:37,539 --> 00:18:39,519
再制造行业下跌37%

584
00:18:39,519 --> 00:18:41,299
耐克作为

585
00:18:41,299 --> 00:18:41,420
呃

586
00:18:41,420 --> 00:18:43,559
那场灾难下跌54%

587
00:18:43,559 --> 00:18:45,319
仅专业服务领域

588
00:18:45,319 --> 00:18:47,539
咨询公司下跌30%

589
00:18:47,539 --> 00:18:48,920
这并不意外

590
00:18:48,920 --> 00:18:50,900
咨询公司本就是生命浪费

591
00:18:50,900 --> 00:18:55,529
但现在明显AI能替代200名顾问

592
00:18:55,529 --> 00:18:56,569
因此可以预见

593
00:18:56,569 --> 00:18:57,970
尽管我们一直厌恶它们

594
00:18:57,970 --> 00:18:59,309
现在确实不需要它们了

595
00:18:59,309 --> 00:19:01,289
像布鲁斯·艾伦这样的公司

596
00:19:01,289 --> 00:19:01,750
呃

597
00:19:01,750 --> 00:19:03,450
布鲁斯·艾伦下跌50%

598
00:19:03,450 --> 00:19:05,759
出版业下跌了43%

599
00:19:05,759 --> 00:19:11,109
路透社是全球最大信息新闻公司之一，跌幅近50%

600
00:19:11,109 --> 00:19:13,430
林业产品下跌36%

601
00:19:13,430 --> 00:19:14,630
也许你觉得你并不拥有它们

602
00:19:14,630 --> 00:19:15,029
你所做的是

603
00:19:15,029 --> 00:19:17,880
它们在你的投资组合中，广告业下跌29%

604
00:19:17,880 --> 00:19:22,380
WPP全球最大广告公司下跌三分之二

605
00:19:22,380 --> 00:19:25,940
你持有的三分之二资金已消失

606
00:19:25,940 --> 00:19:27,539
但你仍在持有

607
00:19:27,539 --> 00:19:29,279
如果用实际美元计算

608
00:19:29,279 --> 00:19:31,599
因为百分比可能显得抽象

609
00:19:31,599 --> 00:19:36,440
如果你两年前投入一万美元到指数基金

610
00:19:36,440 --> 00:19:38,579
现在已有十三万美元

611
00:19:38,579 --> 00:19:40,000
30%的涨幅听起来不错

612
00:19:40,000 --> 00:19:40,569
没错

613
00:19:40,569 --> 00:19:44,930
但若将同样一万美元投入我们讨论的行业

614
00:19:44,930 --> 00:19:46,319
正如之前所说

615
00:19:46,319 --> 00:19:48,839
你会拥有四十万到五十万美元

616
00:19:48,839 --> 00:19:50,349
可能达六十万美元

617
00:19:50,349 --> 00:19:53,049
而若集中投资失利行业

618
00:19:53,049 --> 00:19:58,130
你的十万美元现在只剩五万四千三

619
00:19:58,130 --> 00:20:00,410
所以你的经纪人会告诉你

620
00:20:00,410 --> 00:20:03,009
或你的指数基金告诉你上涨9%

621
00:20:03,009 --> 00:20:07,119
但这混合了火箭与沉船

622
00:20:07,119 --> 00:20:11,079
或许你想抛售沉船

623
00:20:11,079 --> 00:20:17,230
拥有三万与六十万美元的差距非常巨大

624
00:20:17,230 --> 00:20:19,910
维琪请停止指挥

625
00:20:19,910 --> 00:20:20,450
好的

626
00:20:20,450 --> 00:20:21,490
这就是买入并持有

627
00:20:21,490 --> 00:20:24,089
让我确认你听懂了我说的内容

628
00:20:24,089 --> 00:20:26,329
一万美元可能增值至六十万

629
00:20:26,329 --> 00:20:28,130
但也可能缩水至三万

630
00:20:28,130 --> 00:20:30,430
在我看来

631
00:20:30,430 --> 00:20:31,190
这不是运气

632
00:20:31,190 --> 00:20:32,369
也不是时机

633
00:20:32,369 --> 00:20:35,150
而是知晓资金流向

634
00:20:35,150 --> 00:20:36,230
而非预测

635
00:20:36,230 --> 00:20:37,839
只需观察即可

636
00:20:37,839 --> 00:20:40,079
教科书式的长期持有策略

637
00:20:40,079 --> 00:20:41,660
你熟知的

638
00:20:41,660 --> 00:20:43,779
父母常教导你的

639
00:20:43,779 --> 00:20:45,380
其实对他们有效

640
00:20:45,380 --> 00:20:48,849
该策略让你面临两种结果

641
00:20:48,849 --> 00:20:52,250
然后称其为分散投资，再找新财务顾问

642
00:20:52,250 --> 00:20:52,930
我与你分享

643
00:20:52,930 --> 00:20:53,410
我的观点

644
00:20:53,410 --> 00:20:54,190
我的研究

645
00:20:54,190 --> 00:20:55,589
你需自行决策

646
00:20:55,589 --> 00:20:59,750
但我要告诉你华尔街从不长期持有

647
00:20:59,750 --> 00:21:01,980
他们从未如此行事

648
00:21:01,980 --> 00:21:04,579
这是他们卖给散户投资者的日常操作手册

649
00:21:04,579 --> 00:21:07,200
让机构能在你周围进行交易

650
00:21:07,200 --> 00:21:10,388
他们从你的指数基金中收取持续收入

651
00:21:10,388 --> 00:21:11,989
并让你保持不动

652
00:21:11,989 --> 00:21:14,628
而大资金在你周围流动并获利

653
00:21:14,628 --> 00:21:17,309
这不是你的错

654
00:21:17,309 --> 00:21:19,019
因为你从未被告知不同

655
00:21:19,019 --> 00:21:20,359
没有人告诉我们不同

656
00:21:20,359 --> 00:21:22,940
我是在交易大厅学到的

657
00:21:22,940 --> 00:21:23,759
全靠我自己

658
00:21:23,759 --> 00:21:24,660
我根本不知道

659
00:21:24,660 --> 00:21:25,779
我今天才能在这里

660
00:21:25,779 --> 00:21:27,799
如果我不知道这些

661
00:21:27,799 --> 00:21:29,859
他们到底做得好在哪里

662
00:21:29,859 --> 00:21:30,619
这正是

663
00:21:30,619 --> 00:21:32,660
我将一步步带你了解

664
00:21:32,660 --> 00:21:33,559
这个周六

665
00:21:33,559 --> 00:21:35,099
将是一场免费直播

666
00:21:36,909 --> 00:21:37,628
我称之为

667
00:21:37,628 --> 00:21:39,729
为何在2026年坚持买入持有会死掉

668
00:21:39,729 --> 00:21:42,259
如果你对此存疑

669
00:21:42,259 --> 00:21:45,279
你可能在下方聊天区留言

670
00:21:45,279 --> 00:21:48,999
但想想技术革新的速度

671
00:21:48,999 --> 00:21:51,638
AI和芯片的发展速度

672
00:21:51,638 --> 00:21:53,679
飞行器和电动汽车

673
00:21:53,679 --> 00:21:54,578
以及所有这些事物

674
00:21:54,578 --> 00:21:56,529
越来越快

675
00:21:56,529 --> 00:21:57,730
所以选择

676
00:21:57,730 --> 00:21:58,569
你知道的

677
00:21:58,569 --> 00:22:00,150
挑选一只优质股票长期持有

678
00:22:00,150 --> 00:22:01,970
像我们的父母或祖辈

679
00:22:01,970 --> 00:22:03,720
或许曾成功做到

680
00:22:03,720 --> 00:22:05,079
这非常不可能

681
00:22:05,079 --> 00:22:07,480
未来仍会有赢家

682
00:22:07,480 --> 00:22:13,000
因为技术正在让这些公司更容易被颠覆

683
00:22:13,000 --> 00:22:14,920
嗯，你可以注册

684
00:22:14,920 --> 00:22:16,259
访问buyandgrow.net

685
00:22:16,259 --> 00:22:17,380
完全免费

686
00:22:17,380 --> 00:22:19,880
获取免费席位

687
00:22:19,880 --> 00:22:21,559
将不再有替代

688
00:22:21,559 --> 00:22:24,930
我认为你应该了解规则

689
00:22:24,930 --> 00:22:26,529
我认为你应该了解规则

690
00:22:26,529 --> 00:22:27,920
其他人都是按此规则

691
00:22:27,920 --> 00:22:30,099
正如我说的这是首次举办

692
00:22:30,099 --> 00:22:31,740
大概也是最后一次

693
00:22:31,740 --> 00:22:33,759
但这非常重要

694
00:22:33,759 --> 00:22:36,480
这意味着你永远不必再经历亏损年

695
00:22:36,480 --> 00:22:37,619
另一个失落的十年

696
00:22:37,619 --> 00:22:39,220
看着你的钱上下波动

697
00:22:39,220 --> 00:22:40,519
然后基本上是横向发展

698
00:22:40,519 --> 00:22:43,380
其他人的投资组合翻了三倍

699
00:22:43,380 --> 00:22:46,660
所以 bingo 网络链接在下方描述中

700
00:22:46,660 --> 00:22:47,799
请找好您的座位

701
00:22:47,799 --> 00:22:49,240
周六见

702
00:22:49,240 --> 00:22:52,599
说实话，我看到的赢家与输家之间的差距

703
00:22:52,599 --> 00:22:54,740
赢家股票和输家之间的差距最大

704
00:22:54,740 --> 00:22:58,650
这是有史以来最宽的差距，HX基金将同时配置两者

705
00:22:58,650 --> 00:23:01,069
周六加入我们进行直播

706
00:23:01,069 --> 00:23:01,960
会很有趣

707
00:23:01,960 --> 00:23:02,759
嗯，

708
00:23:02,759 --> 00:23:03,759
我要走了

709
00:23:03,759 --> 00:23:06,880
你知道的，给自己铲雪并享受美景

710
00:23:06,880 --> 00:23:08,730
可以拍摄电影节

711
00:23:08,730 --> 00:23:10,009
还有许多 glamorous 人物

712
00:23:10,009 --> 00:23:10,630
嗯，

713
00:23:10,630 --> 00:23:11,569
还有我

714
00:23:11,569 --> 00:23:14,130
听说这些内容对你有帮助

715
00:23:14,130 --> 00:23:15,859
确实有帮助，但请在评论区留言

716
00:23:15,859 --> 00:23:17,259
请告诉我是否周六要加入我们

717
00:23:17,259 --> 00:23:18,640
周六在评论区

718
00:23:18,640 --> 00:23:19,960
嗯，

719
00:23:19,960 --> 00:23:21,240
让我们解决这个问题

720
00:23:21,240 --> 00:23:25,309
让我们帮你弥补技能差距，周六见

721
00:23:25,309 --> 00:23:27,490
你还是长期持有投资者吗

722
00:23:27,490 --> 00:23:32,250
我问这个是因为华尔街多年前就停止长期持有

723
00:23:32,250 --> 00:23:34,029
只是从未告诉你

724
00:23:34,029 --> 00:23:37,509
投资以前有点像种植

725
00:23:37,509 --> 00:23:37,740
等等

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