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【老李玩钱】5大科技,机会来了,最新买入/加仓价格点位!另外准备减仓1支股

BV1T3o2BQE4S · 浑水摸鱼清源
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发布时间 2026-04-28 07:38
时长 18分18秒
播放 3731
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评论 15
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原始字幕
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大家好

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我是老李

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咱们这周美股当中可谓是大势云集

4
00:00:05,269 --> 00:00:06,488
好戏连台

5
00:00:06,488 --> 00:00:10,509
本周三呢可以说是美股当中的超级碗啊

6
00:00:10,509 --> 00:00:13,199
或者说是美股中的春晚啊

7
00:00:13,199 --> 00:00:15,150
咱们来掰扯掰扯掰扯啊

8
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本周三美联储呢将会呃公布最新的会议决议

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00:00:20,550 --> 00:00:23,769
那么这一次会议呢也是老鲍啊

10
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他在这个任职期间的最后一次会议了

11
00:00:27,969 --> 00:00:31,208
然后本周三呢还有四家科技巨头

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分别是呃这个微软呃

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meta谷歌

14
00:00:35,740 --> 00:00:37,340
还有亚马逊啊

15
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都会公布财报业绩

16
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周三之后呢

17
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在周四啊

18
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还有一家这个科技巨头

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苹果呢会公布财报业绩

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这五家科技巨头同时发布财报啊

21
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可以说是风险与机遇并存

22
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咱们之前呢有些朋友手里一把的子弹啊

23
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踏空了

24
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或者一说一直没上车

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可能啊这一波这个财报啊

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这机会就来了

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五家科技巨头发财报

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发出财报之后

29
00:01:03,228 --> 00:01:05,168
他不可能都是上涨啊

30
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总有那么一两个

31
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总有那么几个啊

32
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这个会是暴雷的

33
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但是呢这几家科技巨头我之前跟大家分析过

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基本面呢都是不错啊

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这个护城河也扎实

36
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你长期来看呢啊如果说啊短期之内股价暴雷

37
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长期来看基本上股价都还能啊涨回来

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所以说呢这就给咱们啊

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可能会提供这些美女回头

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股价打折啊

41
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让咱们朋友们呢去啊上车啊

42
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买入科技巨头的这种机会

43
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今天这期视频呢

44
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我会对这五家科技巨头的财报呢

45
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做一波提前的展望

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以及我会呃给出最新更新的这五家科技巨头啊

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开仓以及加仓的这个价格点位

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今天美股波澜不惊

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整体比较的平静

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收盘时道指微红

51
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纳指和标普500微绿

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我的账户呢小涨了280美金

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当前的账户总资产来到了29万4000多

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本期视频由复读木木独家赞助播出

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我一直使用的这款券商就是木木

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功能齐全

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非常的好用

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还没有开通美股账户的朋友

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看完了本期视频之后

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到视频下方找到我的专属邀请链接

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通过我的邀请链接

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开户入金可以领取到非常超值的粉丝专属福利

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希望大家千万不要错过

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最近我账户当中按摩店AMD这支股票啊

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涨的非常的凶猛啊

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这一不小心啊

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按摩店已经窜到了我账户里的第一大仓位

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目前我在AAMD这支股票上

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已经盈利了2万4000多美金啊

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盈利的百分比呢是达到了160%多

71
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接下来呢我可能会打算对我AMD的股票啊

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进行适当的减仓

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那么啊这个减仓的主要原因啊就是四个字

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仓位管理

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我打算呢给他适当的做一做减肥

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顺便呢呃这样子减仓之后

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给咱们账户里啊啊

78
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带来更多的这个现金跟子弹啊

79
00:03:07,789 --> 00:03:10,870
虽然说我现在账户里现金的这个仓位啊

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也不算小

81
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我现在一共有5万7000多的陷进啊

82
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但是呢我还是想慢慢的啊

83
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达到我的这样一个啊

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这个对现金仓位的一个标准

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就是啊

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账户里面是持有30%的这样一个

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现现金的水平

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减仓AAMD的另外一个原因呢

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就是从目前的估值上来看啊

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AMD他现在的估值啊已经有一些偏高了啊

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他现在的车0P是130多

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forward pe呢前瞻市盈率是51.81

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AAMD已经不是以前的那个小小按摩店了

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现在呢已经是壮实起来了

95
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已经有点开始肥胖了

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那么咱们呢需呃需要啊对他啊做一做

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给他做一做减肥

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在如果接下来啊AAMD股价啊继续往上涨的话

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在350以上啊

100
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我就会进行减仓

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其实在上周啊

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AAMD1度是啊冲到过350之上

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但是呢那那会儿我没有抓到机会啊

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也就那么一瞬间啊到了350之上

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然后就马上又下来了

106
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如果接下来啊

107
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短期之内AAMD的股价还能到350以上的话

108
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我会对我的这个AMD啊去进行减仓啊

109
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在这呢我跟大家做这样一个提前的啊

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通知跟预告

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咱们呢首先来看看华尔街

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对这周这五家科技巨头财报的一个整体啊

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态度跟看法

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华尔街在这场属于大型科技公司的

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超级碗到来之际啊

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整体上持乐观态度

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但筛选的标准非常严格

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投资者希望看到强劲的业绩数据

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但更重要的是

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他们想要呃数证据证明

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大规模的AI和云计算

122
00:04:54,639 --> 00:04:59,319
资本支出正在转化为可持续的收入和利润啊

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如果任何公司在这一叙事上失手

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或在缺乏明确回报的情况下啊

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提高支出

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投资者呢已准备好对其进行惩罚

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市场情绪积极但脆弱

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近期历史表明

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即便营收和呃EPS超出预期

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如果业绩指引云业务增长

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或AI相关表述令人失望的话

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股价呢也可能会出现大幅的抛售

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这五家科技巨头当中

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咱们呢先来说说微软啊

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微软呢是在啊

136
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今年呐整体表现相对于其他的这科技巨头来说

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是表现比较弱势的

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年初至今呢微软的回报率是百分之呃负的啊

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百分之啊

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12.15也是因为股价一直在下跌

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微软当前的估值呢

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已经来到了七大科技巨头当中啊

143
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相对来说比较低的一个位置

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这七大科技巨头当中

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目前整体估值水平最低的啊

146
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应该是meta

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其次啊

148
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其次应该就是微软

149
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微软目前的trailing pe是26.57

150
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forward pe e是22.12啊

151
00:06:06,680 --> 00:06:10,639
这个估值水平呢对于一家科技巨头来说啊

152
00:06:10,639 --> 00:06:13,069
我觉得呃不算高

153
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微软这支股票在过去3年半的时间里啊

154
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也就是一共14个季度

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14次财报

156
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这14次财报当中呢

157
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有123456789次啊

158
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有九次发出财报之后

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股价是下跌的

160
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那么呢有五次啊

161
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发出财报之后

162
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股价呢是上涨的

163
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本周三啊发出财报之后呢

164
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目前市场对微软这个啊财报后

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股价的预期波动率啊是正负6.42%

166
00:06:45,500 --> 00:06:48,769
说实话呢这个波动率啊也不算不算小啊

167
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额这个财报分析的功能呢

168
00:06:51,050 --> 00:06:53,410
在木木上面就可以直接实现啊

169
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呃具体到随便一只股票

170
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然后呢这个位置咱们点一下财务

171
00:06:57,750 --> 00:07:00,750
再点一下这个财报分析就可以看到啊

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这个财报相关的这些啊具体的信息啊

173
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这个功能呢非常的实用

174
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大家呢呃也可以去木木上面试一试

175
00:07:09,839 --> 00:07:13,279
华尔街的投行和机构对微软的这次财报呢

176
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主要是聚焦于error的增长

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AI工作负载有COPPILOT

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由AI和OpenAI驱动的这个需求

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以及在资本支出大幅提升之后

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这些因素将如何转化为利润率

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微软在近期的几次财报业绩虽然说超出了预期

182
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但是呢却因为市场担忧云业务增长放缓

183
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以及AI客户集中于少数大客户

184
00:07:39,788 --> 00:07:42,048
而遭到这个抛售啊

185
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如今市场的门槛是不仅要超预期

186
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还要给出令人安心的云啊

187
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这个AI发展的轨迹以及有纪律的资本支出

188
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微软当前的价格呢是424

189
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在本周三发出财报之后啊

190
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我觉得这个股价只要稍微回头啊

191
00:08:01,269 --> 00:08:04,730
稍微再打打折的话啊

192
00:08:04,730 --> 00:08:06,970
微软这支股票我觉得就可以去啊

193
00:08:06,970 --> 00:08:09,129
果断的去上车买入

194
00:08:09,129 --> 00:08:11,889
那么这支股票呢我的成本价啊

195
00:08:11,889 --> 00:08:14,670
啊是411对吧

196
00:08:14,670 --> 00:08:15,550
是411

197
00:08:17,689 --> 00:08:21,769
开仓买入的这个价格呢就是我的这个成本价啊

198
00:08:21,769 --> 00:08:23,670
如果说这次财报之后啊

199
00:08:23,670 --> 00:08:26,250
微软又给咱再次打折啊

200
00:08:26,250 --> 00:08:28,810
回到了我的成本价411以下

201
00:08:28,810 --> 00:08:32,460
那么有想上车的朋友就可以果断啊去开仓了

202
00:08:32,460 --> 00:08:35,759
然后下面一个位置呢是这个390啊

203
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390的这个支撑位是啊

204
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如果想要进行长期布局的话

205
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是咱们进一步去啊加仓

206
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扩大仓位的一个价格点位

207
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接下来呢咱们来说谷歌

208
00:08:46,789 --> 00:08:48,769
谷歌这支股票在前一阵子啊

209
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给了大家一个非常啊不错的这个机会

210
00:08:52,149 --> 00:08:54,519
那当时呢在啊接近底部的时候

211
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我对我的这个谷歌股票是进行过一次加仓啊

212
00:08:58,210 --> 00:08:59,830
最近呢这波反弹啊

213
00:08:59,830 --> 00:09:01,950
谷歌的反弹也是非常的凶猛

214
00:09:01,950 --> 00:09:04,409
在上周呢啊这不是上周啊

215
00:09:04,409 --> 00:09:09,019
就是今天啊股价是在盘中又创出了新高啊

216
00:09:09,019 --> 00:09:11,580
达到了350这样一个价格

217
00:09:11,580 --> 00:09:12,980
从估值上来看呢

218
00:09:12,980 --> 00:09:16,360
谷歌目前它的trailing pe e是31.67

219
00:09:16,360 --> 00:09:20,190
forward pe e远期市盈率呢是29.94啊

220
00:09:20,190 --> 00:09:22,029
现在这个估值怎么说呢

221
00:09:22,029 --> 00:09:23,559
啊你说高吧

222
00:09:23,559 --> 00:09:25,320
他也不算是太高

223
00:09:25,320 --> 00:09:27,820
就是我对这些科技巨头有一个标准

224
00:09:27,820 --> 00:09:31,110
大家知道远期市盈率呢是30这样一个标准

225
00:09:31,110 --> 00:09:33,830
如果说在30以下呢

226
00:09:33,830 --> 00:09:35,710
这个估值还算是OK

227
00:09:35,710 --> 00:09:37,049
但是你说低吧

228
00:09:37,049 --> 00:09:39,690
它相比于呀啊过呃

229
00:09:39,690 --> 00:09:43,549
过往就是以往这个谷歌以往的远期市盈率

230
00:09:43,549 --> 00:09:44,710
来比较的话

231
00:09:44,710 --> 00:09:48,679
它像现在的这个远期市盈率相对来说啊

232
00:09:48,679 --> 00:09:51,019
横向比较还是比较的高的

233
00:09:51,019 --> 00:09:52,940
大家记不记得在去年的这个时候

234
00:09:52,940 --> 00:09:54,779
也就去年45月份的时候

235
00:09:54,779 --> 00:09:57,340
我跟大家看谷歌它的估值的时候

236
00:09:57,340 --> 00:10:01,220
当时他的for的PE就是前瞻市盈率啊

237
00:10:01,220 --> 00:10:03,299
我记得啊是不到20

238
00:10:03,299 --> 00:10:04,440
是在20以下

239
00:10:04,440 --> 00:10:08,239
那么当时呢我跟大家说这个估值非常的香啊

240
00:10:08,239 --> 00:10:09,339
也是在那个时候啊

241
00:10:09,339 --> 00:10:13,039
我是大力的跟大家去呃推荐谷歌啊

242
00:10:13,039 --> 00:10:14,539
推荐大家去买入谷歌

243
00:10:14,539 --> 00:10:15,179
那后来呢

244
00:10:15,179 --> 00:10:19,240
谷歌这支股票确实给咱们带来了非常不错的啊

245
00:10:19,240 --> 00:10:20,349
这个收益啊

246
00:10:20,349 --> 00:10:23,629
现在这个估值虽然说没有去年这个时候

247
00:10:23,629 --> 00:10:25,229
它的估值那么的香了

248
00:10:25,229 --> 00:10:28,450
但是呢啊估值整体来说呢还算是OK

249
00:10:28,450 --> 00:10:32,940
只能说是啊O谷歌在过去的14次财报当中

250
00:10:32,940 --> 00:10:34,360
发出财报之后呢

251
00:10:34,360 --> 00:10:37,139
有八次啊是下跌的啊

252
00:10:37,139 --> 00:10:39,610
有六次啊

253
00:10:39,610 --> 00:10:42,220
这个发出财报之后股价是上涨的

254
00:10:42,220 --> 00:10:43,799
本次财报之后呢

255
00:10:43,799 --> 00:10:47,519
市场预期这个谷歌的这个股价的波动率呢

256
00:10:47,519 --> 00:10:50,889
目前是正负5.19%

257
00:10:50,889 --> 00:10:55,549
目前华尔街对谷歌这次财报的整体呃看法呢

258
00:10:55,549 --> 00:10:56,448
是啊

259
00:10:56,448 --> 00:10:58,649
谷歌的业绩被视为AI

260
00:10:58,649 --> 00:11:01,690
驱动资本开支风险的一个模板

261
00:11:01,690 --> 00:11:03,409
此前华尔街曾啊

262
00:11:03,409 --> 00:11:07,068
因高额AI和数据中心支出而感到不满

263
00:11:07,068 --> 00:11:10,609
因此呢在本周市场将高度关注搜索

264
00:11:10,609 --> 00:11:11,328
Youtube

265
00:11:11,328 --> 00:11:15,379
还有云业务是否展现出足够的变现能力

266
00:11:15,379 --> 00:11:18,500
以证明进一步投资AI是合理的

267
00:11:18,500 --> 00:11:19,539
谷歌这支股票

268
00:11:19,539 --> 00:11:23,759
我最新更新的买入以及加仓的价格点位呢

269
00:11:23,759 --> 00:11:26,360
分别是在330跟310啊

270
00:11:26,360 --> 00:11:28,340
本周三发出财报之后啊

271
00:11:28,340 --> 00:11:31,840
谷歌如果说美女回头股价的啊

272
00:11:31,840 --> 00:11:33,679
回到了330以下

273
00:11:33,679 --> 00:11:35,799
我觉得咱们想上车的朋友呢

274
00:11:35,799 --> 00:11:38,299
就可以考虑去啊开仓

275
00:11:38,299 --> 00:11:41,159
然后下方310的这个支撑位呢

276
00:11:41,159 --> 00:11:44,629
是咱们啊进一步去啊啊加仓

277
00:11:44,629 --> 00:11:47,169
扩大仓位的一个价格点位

278
00:11:47,169 --> 00:11:49,289
接下来咱们来说meta

279
00:11:49,289 --> 00:11:50,970
正如咱们刚才所说的

280
00:11:50,970 --> 00:11:53,529
meta目前它的整体估值水平啊

281
00:11:53,529 --> 00:11:55,850
在这七大科技巨头当中啊

282
00:11:55,850 --> 00:11:59,429
可以说是啊啊相对来说是最低的

283
00:11:59,429 --> 00:12:02,509
它当前的trio0PE是28.74

284
00:12:02,509 --> 00:12:05,068
forward pe e呢是22.62

285
00:12:05,068 --> 00:12:07,448
在过去的14次财报当中

286
00:12:07,448 --> 00:12:09,469
meta呢是只有五次啊

287
00:12:09,469 --> 00:12:13,399
发出财报之后股价是下跌的九次啊

288
00:12:13,399 --> 00:12:14,620
这个发出财报之后

289
00:12:14,620 --> 00:12:16,409
股价都是上涨的

290
00:12:16,409 --> 00:12:17,690
本次财报之后呢

291
00:12:17,690 --> 00:12:21,259
市场预期股价的这个波动率呢是正负

292
00:12:21,259 --> 00:12:23,080
7.2%啊

293
00:12:23,080 --> 00:12:24,820
这个meta的预期波动率呢

294
00:12:24,820 --> 00:12:26,919
也是这几家科技巨头当中啊

295
00:12:26,919 --> 00:12:28,669
可以说是最高的

296
00:12:28,669 --> 00:12:31,889
然后华尔街呢对meta也是普遍看好

297
00:12:31,889 --> 00:12:36,389
meta呢被视为一项由AI驱动的广告投资标的啊

298
00:12:36,389 --> 00:12:40,490
此前几个季度其营收和每股收益均大幅超预期

299
00:12:40,490 --> 00:12:43,269
同时呢AI蓄势也非常乐观

300
00:12:43,269 --> 00:12:44,350
meta这支股票

301
00:12:44,350 --> 00:12:47,990
我最新给到的买入以及加仓的点位呢

302
00:12:47,990 --> 00:12:51,710
分别是在653跟625啊

303
00:12:51,710 --> 00:12:53,600
这次财报出来之后

304
00:12:53,600 --> 00:12:56,559
meta的股价如果回到653附近

305
00:12:56,559 --> 00:12:58,500
就可以考虑去开仓

306
00:12:58,500 --> 00:13:01,080
然后625呢是啊

307
00:13:01,080 --> 00:13:04,029
进一步啊加仓的一个位置

308
00:13:04,029 --> 00:13:06,169
接下来呢咱们来说亚马逊

309
00:13:06,169 --> 00:13:09,049
亚马逊在最近的这波反弹当中啊

310
00:13:09,049 --> 00:13:11,509
股价的涨势啊是非常的凶猛

311
00:13:11,509 --> 00:13:15,269
在上周呢啊股价是又创了新高

312
00:13:15,269 --> 00:13:16,909
这波强势上涨之后

313
00:13:16,909 --> 00:13:20,600
把亚马逊的估值啊也是拉高了不少啊

314
00:13:20,600 --> 00:13:23,539
这七大科技巨头除了特斯拉之外啊

315
00:13:23,539 --> 00:13:26,620
目前亚马逊的整体估值水平啊

316
00:13:26,620 --> 00:13:29,669
应该是啊就除了特斯拉之外

317
00:13:29,669 --> 00:13:31,809
其余的六家科技巨头里面啊

318
00:13:31,809 --> 00:13:34,519
呃亚马逊应该是最高的了

319
00:13:34,519 --> 00:13:37,899
他当前的chilling pe e是36.82啊

320
00:13:37,899 --> 00:13:40,500
forward的PEE呢是是32.47

321
00:13:40,500 --> 00:13:43,279
这个前瞻市盈率32.47呢

322
00:13:43,279 --> 00:13:45,029
是已经超过了啊

323
00:13:45,029 --> 00:13:48,809
我对科技巨头的这个30的这样一个标准

324
00:13:48,809 --> 00:13:51,250
所以如果想要上车开仓买入的话

325
00:13:51,250 --> 00:13:52,690
在当前这个高位啊

326
00:13:52,690 --> 00:13:55,960
我就不建议大家去追着去买进的

327
00:13:55,960 --> 00:13:58,039
就是有这种formal的情绪啊

328
00:13:58,039 --> 00:14:00,509
追高买入亚马逊这支股票呢

329
00:14:00,509 --> 00:14:01,690
像刚才我所说的

330
00:14:04,309 --> 00:14:06,230
估值呢也算是偏高的

331
00:14:06,230 --> 00:14:08,970
所以呢我们啊这次财报之后呢

332
00:14:08,970 --> 00:14:11,669
啊看看股价能不能啊

333
00:14:11,669 --> 00:14:13,269
这个有所回调

334
00:14:13,269 --> 00:14:15,570
就是再打一打折扣

335
00:14:15,570 --> 00:14:17,710
如果啊刚才我跟大家看

336
00:14:17,710 --> 00:14:19,830
他的前瞻市盈率是32点多

337
00:14:19,830 --> 00:14:21,049
想要达到啊

338
00:14:21,049 --> 00:14:24,789
如果想要这个前瞻市盈率达到老李的这个标准

339
00:14:24,789 --> 00:14:26,049
30以下的话

340
00:14:26,049 --> 00:14:29,330
那么需要呢亚马逊的股价回到这条线

341
00:14:29,330 --> 00:14:31,259
就是245以下

342
00:14:31,259 --> 00:14:32,899
也就是说这次财报之后

343
00:14:32,899 --> 00:14:33,980
咱们看看情况

344
00:14:33,980 --> 00:14:37,360
如果亚马逊啊股价回到245以下

345
00:14:37,360 --> 00:14:40,179
才可以考虑去啊开仓买入

346
00:14:40,179 --> 00:14:42,940
然后下方的这个位置233啊

347
00:14:42,940 --> 00:14:46,460
233这个价格附近呢啊可以考虑去啊

348
00:14:46,460 --> 00:14:48,500
再进一步的去加仓

349
00:14:48,500 --> 00:14:50,940
在过去的14次财报当中

350
00:14:50,940 --> 00:14:53,820
亚马逊有八次发财报之后呢

351
00:14:53,820 --> 00:14:55,200
股价是下跌的

352
00:14:55,200 --> 00:14:57,578
有六次是上涨的

353
00:14:57,578 --> 00:14:59,099
本次财报发出之后

354
00:14:59,099 --> 00:15:03,399
目前市场对亚马逊股价的预期波动率呢是正负

355
00:15:03,399 --> 00:15:05,549
6.87%

356
00:15:05,549 --> 00:15:06,889
对于亚马逊而言

357
00:15:06,889 --> 00:15:11,279
华尔街当前讨论的焦点集中在AWS的AI需求

358
00:15:11,279 --> 00:15:13,980
AWS整体增长重新加速

359
00:15:13,980 --> 00:15:17,379
以及零售和广告业务的经营杠杆

360
00:15:17,379 --> 00:15:20,259
摩根大通和美国银行等大型银行呢

361
00:15:20,259 --> 00:15:22,820
最近将亚马逊视为标普百指数

362
00:15:22,820 --> 00:15:24,740
盈利增长的关键驱动力

363
00:15:24,740 --> 00:15:29,460
但他们对股价近期的反应呢持谨慎态度啊

364
00:15:29,460 --> 00:15:31,750
强调前瞻性指引的重要性

365
00:15:31,750 --> 00:15:34,299
甚至高于财报数据本身

366
00:15:34,299 --> 00:15:36,500
下面呢咱们再来说说苹果

367
00:15:36,500 --> 00:15:37,879
苹果和微软一样

368
00:15:37,879 --> 00:15:42,320
今年年初至今股价的回报率呢啊都是是负的

369
00:15:42,320 --> 00:15:43,600
在上一期视频里呢

370
00:15:43,600 --> 00:15:46,200
我详细讲了苹果这只股票

371
00:15:46,200 --> 00:15:50,000
所以说本期视频呢咱们就啊这个长话短说

372
00:15:50,000 --> 00:15:52,230
再简单的跟大家来过一下

373
00:15:52,230 --> 00:15:53,289
和亚马逊一样

374
00:15:53,289 --> 00:15:57,440
苹果目前面临的一个问题呢也是估值偏高

375
00:15:57,440 --> 00:16:00,059
他现在的trailing p e是34.31

376
00:16:00,059 --> 00:16:02,809
forward pe e呢是31.75啊

377
00:16:02,809 --> 00:16:06,570
这个前瞻市盈率呢也是要高于我这个呃

378
00:16:06,570 --> 00:16:08,190
对科技巨头啊

379
00:16:08,190 --> 00:16:10,309
30的这样一个标准的

380
00:16:10,309 --> 00:16:13,929
华尔街对苹果的立场相比其他公司更为谨慎

381
00:16:13,929 --> 00:16:17,759
各大银行强调硬件需求疲软或停滞

382
00:16:17,759 --> 00:16:19,259
中国市场风险

383
00:16:19,259 --> 00:16:22,818
以及需要一个更清晰的AI和服务业务叙事

384
00:16:22,818 --> 00:16:24,809
来重新加速增长

385
00:16:24,809 --> 00:16:26,009
市场预期认为

386
00:16:26,009 --> 00:16:30,250
苹果本周更不会被视为一个AI资本支出的蓄势

387
00:16:30,250 --> 00:16:35,769
而会更多被看作是一个业绩指引和资本回报

388
00:16:35,769 --> 00:16:37,119
的这样一个叙事

389
00:16:37,119 --> 00:16:40,158
主要的关注点呢在股票回购利润率

390
00:16:40,158 --> 00:16:45,078
以及对任何AI相关产品周期的早期观察

391
00:16:45,078 --> 00:16:48,318
苹果这支股票买入以及加仓的价格点位

392
00:16:48,318 --> 00:16:51,149
建议呢还是跟之前啊保持一致

393
00:16:51,149 --> 00:16:55,879
两个支撑位分别是在245跟225

394
00:16:55,879 --> 00:16:57,659
想要上车的朋友呢啊

395
00:16:57,659 --> 00:16:59,850
这两个位置可以作为参考

396
00:16:59,850 --> 00:17:01,529
那妥了一顿分析之后

397
00:17:01,529 --> 00:17:06,210
咱们就坐等本周三美股的超级晚视频

398
00:17:06,210 --> 00:17:07,789
既然都看到这儿了

399
00:17:07,789 --> 00:17:09,349
大家呢高抬贵手

400
00:17:09,349 --> 00:17:11,529
给老李来波三连点赞

401
00:17:11,529 --> 00:17:12,848
评论加转发

402
00:17:12,848 --> 00:17:14,108
还没有订阅的朋友呢

403
00:17:14,108 --> 00:17:16,169
抓紧时间点上一首订阅

404
00:17:16,169 --> 00:17:18,589
这样子老李以后再发新视频

405
00:17:18,589 --> 00:17:20,470
或者是开启直播的时候

406
00:17:20,470 --> 00:17:22,750
你都会第一时间收到通知

407
00:17:22,750 --> 00:17:24,109
看完本期视频之后

408
00:17:24,109 --> 00:17:28,750
别忘了到视频下方去开户木木领取超值好礼

409
00:17:28,750 --> 00:17:31,730
美国用户现在通过老李的专属邀请链接

410
00:17:31,730 --> 00:17:33,410
开户入金2000美金

411
00:17:33,410 --> 00:17:37,549
即可获得价值100美金的免费英伟达股票

412
00:17:37,549 --> 00:17:39,210
如今越多送的越多

413
00:17:39,210 --> 00:17:42,869
最高可获得1000美金的免费英伟达股票

414
00:17:42,869 --> 00:17:44,670
此外还有非常重要的一点

415
00:17:44,670 --> 00:17:47,170
就是你在木木里面的闲置资金

416
00:17:47,170 --> 00:17:51,119
可以享受到8.1%的高利息

417
00:17:51,119 --> 00:17:52,400
加拿大粉丝开户

418
00:17:52,400 --> 00:17:56,309
最高可享受4600加元的现金好礼

419
00:17:56,309 --> 00:18:00,449
闲置资金享受高达6%的现金年化收益

420
00:18:00,449 --> 00:18:02,128
除了美国和加拿大之外

421
00:18:02,128 --> 00:18:05,039
其他各个国家和地区开户木也有

422
00:18:05,039 --> 00:18:07,579
非常丰厚的粉丝专属福利

423
00:18:07,579 --> 00:18:10,349
具体呢我都放在视频的下方了

424
00:18:10,349 --> 00:18:11,490
心动不如行动

425
00:18:11,490 --> 00:18:13,369
朋友们抓紧行动起来

426
00:18:13,369 --> 00:18:14,890
感谢大家的收看

427
00:18:14,890 --> 00:18:17,200
让我们下期再见
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温柔的人有福了 很牛逼啊,微软今天盘后确实跌到410了。 2 0 2026-04-30 10:56
总结猫 @探索更多的未知,喵,感谢召唤,总结猫来咯 [妙啊] 本周美股迎来“超级碗”时刻,市场大事云集。美联储将公布最新会议决议(鲍威尔任内最后一次会议),同时微软、Meta、谷歌、亚马逊和苹果五大科技巨头密集发布财报。老李认为,虽然财报季风险与机遇并存,但基本面扎实的巨头若因财报短期“爆雷”导致股价打折,反而是投资者“牛回头”上车的绝佳机会。 个人仓位变动与策略: 1. AMD减仓计划: 目前AMD已成为老李账户第一大仓位,盈利超160%(约2.4万美金)。基于仓位管理原则,老李计划在股价达到150美元以上时进行“减肥”减仓,旨在将账户现金比例提升至30%左右。此外,AMD当前估值偏高(前瞻PE约51.81),适当减仓可回笼资金。 2. 账户近况: 账户总资产约29.4万美金,近期表现平稳。 市场整体预期: 华尔街对本次科技巨头财报持“乐观但严苛”的态度。投资者不再满足于简单的营收和EPS超预期,而是急于看到大规模AI和云计算资本支出转化为实际利润的证据。如果业绩指引或AI回报不及预期,股价可能面临大幅抛售。 重点公司分析(微软): 1. 估值优势: 微软今年表现相对弱势(年初至今-12.15%),目前估值在七大巨头中处于较低水平(前瞻PE 22.12),具备一定吸引力。 2. 历史规律: 过去14个季度中,微软有9次在财报后股价下跌。本次财报后的预期波动率约为±6.42%。 3. 核心看点: 市场将聚焦Azure云业务增长、AI工作负载(由OpenAI驱动的需求)以及Copilot的变现能力。在资本支出大幅提升的背景下,利润率的维持将是关键。 老李提醒,本周波动巨大,建议投资者利用专业工具(如Moomoo的财报分析功能)密切关注云业务轨迹与AI相关表述,寻找优质资产的布局机会。 (提示:评论区字数有限,可在本条下继续追问。) 2 0 2026-04-28 09:22
顟豕蘣1776 博主: 可以的话, 阳光财经 也班一下, 也是实盘的 1 1 2026-04-28 11:00
o我是谁 钱玩老李[doge][doge][doge] 0 0 2026-04-29 19:29
npc找你 能不能一天一更新呀,已经当电视剧看了[大哭][大哭][大哭][大哭] 0 0 2026-04-28 21:02
远方bilibli @总结猫 给我私聊发一下总结 0 0 2026-04-28 18:47
filk_ @有趣的程序员 总结一下 0 1 2026-04-28 15:16
Salut_Laura @有趣的程序员 总结下视频内容 0 0 2026-04-28 12:57
萨迪克啊34 @总结猫 总结一下,私发给我。 0 0 2026-04-28 12:08
乱敲一通好啦 @总结猫 总结发我 0 0 2026-04-28 09:47
loopz86 @总结猫 总结并私信给我 0 0 2026-04-28 09:32
探索更多的未知 @总结猫 0 0 2026-04-28 09:02
bili_388828077 @有趣的程序员 总结一下 0 0 2026-04-28 08:09
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