BV1S1Lq6cEYV · 美股搬运工1 00:00:00,080 --> 00:00:01,379 投资不是赌博 2 00:00:01,379 --> 00:00:03,299 而是一场有准备的出击 3 00:00:03,299 --> 00:00:04,179 我是福哥 4 00:00:04,179 --> 00:00:04,700 家人们 5 00:00:04,700 --> 00:00:06,700 今天的这个大盘啊 6 00:00:06,700 --> 00:00:09,710 还是继续一个调整啊 7 00:00:09,710 --> 00:00:13,130 但是这个调整呢相对于昨天啊 8 00:00:13,130 --> 00:00:15,419 是要缓和很多了啊 9 00:00:15,419 --> 00:00:16,980 呃我们看一看啊 10 00:00:16,980 --> 00:00:21,660 首先呢这个呃道指啊几乎没怎么跌啊 11 00:00:21,660 --> 00:00:23,160 啊标普500啊 12 00:00:23,160 --> 00:00:26,000 跌了这个0.4个点啊 13 00:00:26,000 --> 00:00:29,120 呃纳指呢回调了这个0.8呃 14 00:00:29,120 --> 00:00:30,640 所以呢整个的啊 15 00:00:30,640 --> 00:00:35,579 相对于有来这个其他的传统的工业板块来说啊 16 00:00:35,579 --> 00:00:37,520 还是这次的调整 17 00:00:37,520 --> 00:00:42,170 还是前段时间啊涨幅比较大的啊 18 00:00:42,170 --> 00:00:45,409 这些科技成长股啊调整会调整一点 19 00:00:45,409 --> 00:00:46,649 我觉得是正常的啊 20 00:00:46,649 --> 00:00:48,079 家人们你看一下啊 21 00:00:48,079 --> 00:00:52,359 这两个月我们的大盘都已经涨了25个点了 22 00:00:52,359 --> 00:00:54,609 昨天调整了1.5个点 23 00:00:54,609 --> 00:00:56,670 今天调整了0.8个点 24 00:00:56,670 --> 00:01:00,179 所以同上涨的这个幅度啊 25 00:01:00,179 --> 00:01:03,390 还有回调的这个幅度啊 26 00:01:03,390 --> 00:01:05,150 我们就很明白啊 27 00:01:05,150 --> 00:01:10,769 这波呢大盘呢它其实走的还是一个上涨浪当中 28 00:01:10,769 --> 00:01:12,349 调整很明显 29 00:01:12,349 --> 00:01:14,150 所以家人们呢这个不用担心 30 00:01:14,150 --> 00:01:17,510 那么家人们那么有哪些个股啊 31 00:01:17,510 --> 00:01:20,849 有哪些比较好的个股是我们低吸的机会呢 32 00:01:20,849 --> 00:01:23,129 来家人们福哥给大家讲两个啊 33 00:01:23,129 --> 00:01:24,620 两个标的啊 34 00:01:24,620 --> 00:01:26,819 一个是AAMD啊 35 00:01:26,819 --> 00:01:28,420 一个是康宁啊 36 00:01:28,420 --> 00:01:29,980 我觉得是两个标的呢 37 00:01:29,980 --> 00:01:34,019 还是作为啊它所在的板块的龙头 38 00:01:34,019 --> 00:01:37,450 我觉得是是会首先啊企稳以后 39 00:01:37,450 --> 00:01:38,969 会会率先有个反弹 40 00:01:38,969 --> 00:01:41,010 以及后续我会给到大策略啊 41 00:01:41,010 --> 00:01:42,569 第一个呢AMD啊 42 00:01:42,569 --> 00:01:43,349 大家知道啊 43 00:01:43,349 --> 00:01:47,368 AMD呢啊我给大家讲过很多次哈 44 00:01:47,368 --> 00:01:48,448 首先我们也知道 45 00:01:48,448 --> 00:01:50,168 虽然这两天在调整啊 46 00:01:50,168 --> 00:01:52,269 但是他还是一个上升浪啊 47 00:01:52,269 --> 00:01:54,328 毫无疑问这是提一啊 48 00:01:54,328 --> 00:01:56,888 第2.420到400啊 49 00:01:56,888 --> 00:01:58,159 是前期支撑 50 00:01:58,159 --> 00:02:01,540 400~380也是前期支撑 51 00:02:01,540 --> 00:02:02,640 所以下方呢 52 00:02:02,640 --> 00:02:06,000 可以说是有一个强烈的一个支撑了啊 53 00:02:06,000 --> 00:02:06,909 这个技术面 54 00:02:06,909 --> 00:02:09,229 第二点呢大家知道AMD啊 55 00:02:09,229 --> 00:02:10,189 我给大家讲过了啊 56 00:02:10,189 --> 00:02:11,129 苏妈啊 57 00:02:11,129 --> 00:02:13,838 她现在是两条腿走路呃 58 00:02:13,838 --> 00:02:16,199 一是GPU算力 59 00:02:16,199 --> 00:02:20,270 第2CPU这个AI的推理芯片 60 00:02:20,270 --> 00:02:22,430 所以他都是做到了极致 61 00:02:22,430 --> 00:02:24,090 可以说他CPU啊 62 00:02:24,090 --> 00:02:28,430 这个算力芯片跟现在跟这个呃英伟达相差无几 63 00:02:28,430 --> 00:02:30,490 由于现在人工智能啊 64 00:02:30,490 --> 00:02:33,990 这块的推理的需求越来越大 65 00:02:33,990 --> 00:02:35,949 决策的需求越来越大 66 00:02:35,949 --> 00:02:37,229 所以他AAMD 67 00:02:37,229 --> 00:02:41,560 原来的老起家的CPU又派上用场了 68 00:02:41,560 --> 00:02:41,900 家人们 69 00:02:41,900 --> 00:02:44,639 我相信你们都用了AMD的这个CPU吧 70 00:02:44,639 --> 00:02:47,939 其实他曾经是可以说全球的啊数一数二的啊 71 00:02:47,939 --> 00:02:48,759 这样CPU 72 00:02:48,759 --> 00:02:51,500 所以将来呢有没有可能成为下一个英伟达 73 00:02:51,500 --> 00:02:53,599 我学了有机会啊 74 00:02:53,599 --> 00:02:56,900 可以说又是GPU这样的一个领先者 75 00:02:56,900 --> 00:02:59,669 又是CPU上的龙头啊 76 00:02:59,669 --> 00:03:00,909 两条腿走路的 77 00:03:00,909 --> 00:03:04,449 这样的这个AI的一个基建的这个核心巨头啊 78 00:03:04,449 --> 00:03:07,689 我相信他肯定是一个万亿起步的啊 79 00:03:07,689 --> 00:03:08,930 所以AAMD啊 80 00:03:08,930 --> 00:03:09,770 我哥建议大啊 81 00:03:09,770 --> 00:03:12,129 在其420啊 82 00:03:12,129 --> 00:03:15,110 400企稳都可以拿点啊 83 00:03:15,110 --> 00:03:17,550 后续会继续冲击好 84 00:03:17,550 --> 00:03:19,550 我们的这下一个目标是八零 85 00:03:19,550 --> 00:03:20,590 那福特看到了啊 86 00:03:20,590 --> 00:03:23,479 他的未来的目标价是1万亿市值 87 00:03:23,479 --> 00:03:25,879 它还有50%的空间 88 00:03:25,879 --> 00:03:27,969 好这是副歌的一个看见啊 89 00:03:27,969 --> 00:03:31,180 就是短期啊400420企稳 90 00:03:31,180 --> 00:03:32,360 有机会继续冲 91 00:03:32,360 --> 00:03:34,659 冲击前高480480冲击 92 00:03:34,659 --> 00:03:37,769 然后冲击我们的接下来的这个600啊 93 00:03:37,769 --> 00:03:39,729 这个肯定会有机会 94 00:03:39,729 --> 00:03:40,908 还有康宁啊 95 00:03:40,908 --> 00:03:43,908 因为我看到后台有很多人讲康宁 96 00:03:43,908 --> 00:03:45,528 康宁也没问题啊 97 00:03:45,528 --> 00:03:48,830 康宁呢我给他打个比方大就知道了 98 00:03:48,830 --> 00:03:50,909 大家知道我们的这个大脑 99 00:03:50,909 --> 00:03:53,509 还有我们的身体的四肢呃 100 00:03:53,509 --> 00:03:59,199 我们都需要血液去传输我们的脑子的信息啊 101 00:03:59,199 --> 00:04:02,680 神经的信息通过血管传输到手啊 102 00:04:02,680 --> 00:04:05,300 我们的手能动都是因为这个血管是吧 103 00:04:05,300 --> 00:04:08,960 这个神经啊对传说这个是闹心哦 104 00:04:08,960 --> 00:04:09,719 那么这样呢 105 00:04:09,719 --> 00:04:13,719 那么AI人工智能它又是怎么传输它的信息呢 106 00:04:13,719 --> 00:04:16,480 它就是通过康宁的光纤来传输 107 00:04:16,480 --> 00:04:19,629 所以康宁未来他就是什么角色 108 00:04:19,629 --> 00:04:24,170 就是AI的这样的大动脉血管 109 00:04:24,170 --> 00:04:27,149 这个神经气管的这样的角色 110 00:04:27,149 --> 00:04:30,300 所以呢康宁在未来AI基建也是很关键好 111 00:04:30,300 --> 00:04:31,540 而从技术面上啊 112 00:04:31,540 --> 00:04:34,999 也是康宁呢虽然他走的不是很丝滑 113 00:04:34,999 --> 00:04:36,838 但是他走得很稳啊 114 00:04:36,838 --> 00:04:38,358 一步我走三步 115 00:04:38,358 --> 00:04:40,338 回腿踩一步也是这样哈 116 00:04:40,338 --> 00:04:42,778 康宁呢170180啊 117 00:04:42,778 --> 00:04:44,040 也是前期支撑 118 00:04:44,040 --> 00:04:46,600 160170也是它的前提升 119 00:04:46,600 --> 00:04:50,329 所以这样呢这个回调170~180企稳 120 00:04:50,329 --> 00:04:52,740 那其实是可以拿一层两层的 121 00:04:52,740 --> 00:04:56,259 后续企稳以后继续会冲击210前高 122 00:04:56,259 --> 00:04:57,819 也是没问题的啊 123 00:04:57,819 --> 00:05:01,100 康宁看好他未来的这个前景好 124 00:05:01,100 --> 00:05:03,019 这是福哥给他分析的啊 125 00:05:03,019 --> 00:05:06,370 这个我觉得这波回调就两个个股呢 126 00:05:06,370 --> 00:05:07,529 大家要关注啊 127 00:05:07,529 --> 00:05:09,290 就是我觉得会有率先企稳 128 00:05:09,290 --> 00:05:11,959 以后会率先一波行情的啊 129 00:05:11,959 --> 00:05:13,980 这两个标的好送给大家
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