【Financial Education】超过AMD和亚马逊，我赚了118%的隐形牛股

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女士们先生们

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准备好迎接一场猛兽级视频了吗

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今天给大家带来一首劲爆视频

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朋友们我今天有新东西要分享

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好的

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所以公众持仓连续上涨

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好日子又回来了

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我们继续前进

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今日公众持仓上涨至23000美元

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昨日上涨92000美元后

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公众持仓明显持续攀升

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我已在X平台发布了这条动态

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你们想关注我的X账号吗

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所有视频描述区都有链接

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我发布了这条动态

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我说AMD可能在四个月内涨到300-400美元

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很少有人理解 hype cycle 的速度

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以及它带来的疯狂程度

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英伟达发布了劲爆财报

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劲爆财报发布

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女士们先生们

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然而天啊

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天啊

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天啊

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这情况有点乏味

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股价几乎不动

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Salesforce

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他们讨厌它

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他们如此厌恶这只股票

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简直无法忍受

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财报发布后股价下跌

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交易盘遭重创跌至20美元

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每股

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几个月前这只股票还90美元

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女士们先生们 真是刺痛

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那里发生了什么

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他们的财报已公布

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Snowflake股票盘后下跌

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这只股票曾高达275美元

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就在万圣节后

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此后情况令人胆寒

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宛如恐怖电影

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C3AI 说到恐怖电影

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天啊

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这就是这只股票

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几年前曾与Palantir相提并论

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看看这只股票2023年的走势

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当时

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每股3.6美元

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盘后股价8美元

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股票遭到重创

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他们的财报结果很诚实

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我最爱的两美元查克

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刚刚公布了财报

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它依然是两美元查克

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即使在这些财报之后

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好的

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在这段视频中

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朋友们我们有很多内容要讨论

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这可是头号猛兽

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首先

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英伟达

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第二Salesforce第三

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Snowflake

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第四交易

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Desk

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第五

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C三AI六

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诚实且第七个主题我们将在

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今天这段视频中介绍一只优质的小盘股

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一只绝佳的股票

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他们的财报昨天出炉

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除了我没人谈论这个

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我在这只股票上已获利翻倍

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我认为接下来的翻倍就在不远处

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大约一年左右

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今天在这段视频中我要分享这只股票

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以及我为何如此兴奋和背后的数字

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因为这不仅仅像

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哦只是说说这家公司背后的数字

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好的他们的数据表现惊人

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好的

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感谢大家观看

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我只需要你们做一件事

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车库门口有个牌子写着

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点击订阅和点赞按钮并签到我的车库

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我要搬到新家了

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当我们搬到新家时

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这就是我需要你们做的

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如果可以的话

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请点一下那个赞按钮

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记得订阅频道

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我非常感谢你们留言

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如果你想加入我的私有股票群组

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我的私人财富群组

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所有这类内容

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加入我们六位数

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七位数

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八位数会员

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这就是下方的置顶评论

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访问所有我的高级课程教材

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这样你可以全面了解这款游戏

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《头脑特工队》

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获取一千倍股票

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点.com

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访问Discord聊天室

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独家每周视频

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我昨天或前天刚录了私密群视频

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所以所有优质内容

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好的

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听着，Invidia

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正是我预料他们会做的

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如果你观看频道

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你大概了解我的观点

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我以为他们会超预期盈利

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但我觉得他们的指引会很亮眼

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没错，这正是他们做的

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他们超预期盈利了

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并没有带来震撼

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在上季度财报中

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但整体表现令人意外

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在指引部分

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没错

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每股收益62美元，而预期是153美元

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营收达到680亿美元

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预期为660亿美元

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公司表现非常稳健

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真正令人震惊的是指引部分

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这正是我预料会发生的情况

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关于NVIDIA的指引

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远超我的预期

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NVIDIA宣布

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第一季度营收预计达780亿美元

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正负2%浮动

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除非我们预期720亿美元

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这简直太惊人了

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这简直太震撼了

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这就是最好的结果，看看这个

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这份出色的损益表获得A++评级

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本财报季真是令人惊叹

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没错，Palantir也做到了

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NVIDIA同样表现优异

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哦

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天啊

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营收同比增长73%，成本增长60%

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这太棒了

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如果营收增长73%

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成本增长60%

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你就赢了

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毛利率同比激增78%

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三个月内净利润增长了一倍，达到十亿美元

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你得翻倍了

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我的煎饼

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研发费用同比上涨四

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公司研发费用年同比增长8%

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当营收增长73%时，这个数字完全可行

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如果营收也下降到

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假设降到20%对吧

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25%

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而研发费用仍以50%的速度增长

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那我们就有问题了对吧

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但目前

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一切销售和销售

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一般行政费用

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呃

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SG&A

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公司SG&A费用同比上涨32%

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再次强调

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营收已增长73%

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32%

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SG&A费用年同比增长45%

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毛利率78%

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所以接下来会发生什么

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营业利润

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营业利润将实现84%的同比增长

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同比达到四

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从20亿增长到40亿

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40亿美元

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天啊

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他们还有这部分其他收入

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同比增长665%

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好的

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总体而言

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其他收入同比激增415%

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税前利润同比暴涨100%至500亿美元

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去年同期为50亿美元

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天啊

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净利润年同比增长95%

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摊薄每股收益年同比增长98%

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天啊

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你开玩笑吧，每股76美元

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0.89美元

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难以置信

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这已是巅峰表现

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这已是巅峰表现

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载入史册

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但股价到底怎么了

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在强劲财报指引下

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股价却停滞不前

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强劲财报指引下股价仍原地踏步

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这里到底发生了什么

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嗯

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让我解释一下

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如果你还记得的话

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我想是去年或前年

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我曾预测视频领域将陷入停滞

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在125到200之间徘徊多年

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没错

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大概在200左右对吧

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就像Palantir那样

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原因在于我们这里的情况

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所有人都知道这些数字很出色

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并且会继续保持

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你知道的

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但我们理解

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增长率即将迅速下降

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在未来一到两年内

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没错

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这种震撼增长

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像70%的增长率

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它们必须结束

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为什么必须结束

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因为公司没有太多空间

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有几个原因，其中一个就是

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公司没有太多余地继续扩张

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未来几年疯狂增加资本支出

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这纯粹是数学问题

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看看亚马逊

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刚公布的资本支出数据

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兄弟

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他们没有空间

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然后明年把资本支出翻到300或400亿

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他们做不到

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他们做不到

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除非想用债务压满资产负债表

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他们不会这么做的

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谷歌这些公司

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都没有疯狂扩张的空间

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在2027和2028年

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如果他们增加

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增长会非常温和

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这使得英伟达的增长

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猜猜看，非常温和

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但这不是唯一问题，这里有个大问题

245
00:07:09,050 --> 00:07:11,360
这对英伟达是个大问题

246
00:07:11,360 --> 00:07:16,079
过去几年英伟达无需担心竞争对手

247
00:07:16,079 --> 00:07:19,480
无需担心市场份额被侵蚀

248
00:07:19,480 --> 00:07:23,319
无需担心利润率被压缩

249
00:07:23,319 --> 00:07:25,019
或类似情况

250
00:07:25,019 --> 00:07:26,220
那些日子已经过去了

251
00:07:26,220 --> 00:07:32,259
女士们先生们，三个月后我们将超过这位女士

252
00:07:32,259 --> 00:07:35,819
接下来两三年内这里将是一个重大视频问题

253
00:07:35,819 --> 00:07:40,120
原因在于amd的营收即将爆发式增长

254
00:07:40,120 --> 00:07:40,720
好的

255
00:07:40,720 --> 00:07:42,060
由于450系列芯片

256
00:07:42,060 --> 00:07:45,120
之后自然会转向500系列产品对吧

257
00:07:45,120 --> 00:07:46,639
接下来会发生什么

258
00:07:46,639 --> 00:07:51,360
猜猜哪些公司在今年后将增加资本支出

259
00:07:51,360 --> 00:07:55,600
亚马逊、Meta、谷歌甚至下半年的大部分支出

260
00:07:55,600 --> 00:07:58,120
这笔资金将流入amd的口袋

261
00:07:58,120 --> 00:08:00,538
天下没有免费的午餐

262
00:08:00,538 --> 00:08:02,858
amd的营收将飙升

263
00:08:02,858 --> 00:08:04,619
不会凭空产生

264
00:08:05,699 --> 00:08:08,839
这是nvidia本该获得的资金

265
00:08:08,839 --> 00:08:11,100
现在amd将获得这笔资金

266
00:08:11,100 --> 00:08:13,839
最终不会出现

267
00:08:13,839 --> 00:08:16,220
nvidia营收开始下滑的情况

268
00:08:16,220 --> 00:08:17,658
因为这不是

269
00:08:17,658 --> 00:08:22,300
不会出现所有公司今年后资本支出停滞

270
00:08:22,300 --> 00:08:23,540
但如果在视频领域发生

271
00:08:23,540 --> 00:08:26,980
营收将直接下降因为amd将抢占市场份额

272
00:08:26,980 --> 00:08:29,019
无论未来几年如何

273
00:08:29,019 --> 00:08:29,490
对吧

274
00:08:29,490 --> 00:08:34,210
但资本支出增长将变得非常常规

275
00:08:34,210 --> 00:08:36,230
对于亚马逊、Meta、谷歌这些公司

276
00:08:36,230 --> 00:08:38,450
从2027年及以后

277
00:08:38,450 --> 00:08:39,690
因为这是数学问题

278
00:08:39,690 --> 00:08:42,090
他们无法继续疯狂扩张对吧

279
00:08:42,090 --> 00:08:43,529
再次加倍资本支出

280
00:08:43,529 --> 00:08:45,049
或再增长50%

281
00:08:45,049 --> 00:08:48,850
amd将大量吞噬

282
00:08:48,850 --> 00:08:49,389
你知道的

283
00:08:49,389 --> 00:08:50,370
nvidia的利润

284
00:08:50,370 --> 00:08:52,309
在未来几年他们本该获得的

285
00:08:52,309 --> 00:08:54,320
我们已在股价中看到这一点

286
00:08:54,320 --> 00:08:54,879
并非如此

287
00:08:54,879 --> 00:08:56,919
我不是唯一发现这个的人

288
00:08:56,919 --> 00:08:58,139
市场已经理解这一点

289
00:08:58,139 --> 00:08:59,460
这是高盛四月报告

290
00:08:59,460 --> 00:09:00,539
2025年低点

291
00:09:00,539 --> 00:09:01,929
回想此前

292
00:09:01,929 --> 00:09:05,210
nvidia重挫amd股价

293
00:09:05,210 --> 00:09:06,659
差距悬殊对吧

294
00:09:06,659 --> 00:09:10,940
但去年开始amd在多周期趋势中显著超越

295
00:09:10,940 --> 00:09:13,100
nvidia的表现

296
00:09:13,100 --> 00:09:13,960
本质上就是这样

297
00:09:13,960 --> 00:09:16,440
从四月低点以来

298
00:09:16,440 --> 00:09:18,860
amd股价上涨约170%

299
00:09:18,860 --> 00:09:21,120
nvidia股价上涨约103%

300
00:09:21,120 --> 00:09:22,000
两者均表现优异

301
00:09:22,000 --> 00:09:23,379
但显然amd的

302
00:09:23,379 --> 00:09:23,860
你知道的

303
00:09:23,860 --> 00:09:25,340
而这种超越表现

304
00:09:25,340 --> 00:09:27,659
女士们先生们，情况即将变得更加极端

305
00:09:27,659 --> 00:09:31,110
英伟达陷入非常艰难的境地

306
00:09:31,110 --> 00:09:32,750
好的，接下来我们转向Salesforce

307
00:09:32,750 --> 00:09:34,649
至于这些其他话题让我解释一下

308
00:09:34,649 --> 00:09:36,169
因为这对amd也很重要

309
00:09:36,169 --> 00:09:38,409
投资者们需要理解这一点关于amd

310
00:09:38,409 --> 00:09:40,299
英伟达陷入困境了

311
00:09:40,500 --> 00:09:41,720
他们该怎么办

312
00:09:41,720 --> 00:09:45,940
amd即将开始大量抢夺你们的收入

313
00:09:45,940 --> 00:09:50,259
所以你面临要么放任不管

314
00:09:50,259 --> 00:09:51,879
这就是现状

315
00:09:51,879 --> 00:10:00,350
要么努力反击大幅降价以压倒他们

316
00:10:00,350 --> 00:10:03,099
这会摧毁你的利润率

317
00:10:03,259 --> 00:10:07,509
突然间看起来你失去了定价权

318
00:10:07,509 --> 00:10:10,129
从掌控这些惊人利润率

319
00:10:10,129 --> 00:10:12,940
而英伟达过去几年一直如此

320
00:10:12,940 --> 00:10:14,700
我不想说利润差

321
00:10:14,700 --> 00:10:16,120
但利润率并不理想

322
00:10:16,120 --> 00:10:19,589
没错因为我们知道amd在价格上让步

323
00:10:19,589 --> 00:10:21,249
他们提供战略合作

324
00:10:21,249 --> 00:10:23,389
企业将获得公司股权

325
00:10:23,389 --> 00:10:24,869
只要履行这些承诺

326
00:10:24,869 --> 00:10:25,428
比如Meta

327
00:10:25,428 --> 00:10:25,828
比如OpenAI

328
00:10:25,828 --> 00:10:26,729
人工智能领域

329
00:10:26,729 --> 00:10:29,289
所以英伟达处境艰难

330
00:10:29,289 --> 00:10:30,450
这家公司实力强劲

331
00:10:30,450 --> 00:10:31,409
他们的产品非常出色

332
00:10:31,409 --> 00:10:32,889
我们都知道原因所在

333
00:10:32,889 --> 00:10:35,190
这家公司市值接近五万亿美元

334
00:10:35,190 --> 00:10:39,100
但所有人都开始意识到

335
00:10:39,100 --> 00:10:39,940
天啊

336
00:10:39,940 --> 00:10:43,070
这些增长速度将变得平淡无奇

337
00:10:43,070 --> 00:10:48,000
他们终于即将面临三个月后的竞争

338
00:10:48,320 --> 00:10:50,200
这让你陷入奇怪的局面

339
00:10:50,200 --> 00:10:52,360
这就是为何没人愿意买入英伟达

340
00:10:52,360 --> 00:10:54,200
你知道他们发布了惊人消息

341
00:10:54,200 --> 00:10:55,580
最终

342
00:10:55,580 --> 00:10:57,349
股票有什么表现

343
00:10:57,349 --> 00:10:59,548
他们发布了完美财报

344
00:10:59,548 --> 00:11:00,408
财报

345
00:11:00,408 --> 00:11:03,649
完美财报，股票有何表现

346
00:11:03,649 --> 00:11:06,549
这说明投资者更青睐

347
00:11:06,549 --> 00:11:07,169
是的

348
00:11:07,169 --> 00:11:07,750
太棒了

349
00:11:07,750 --> 00:11:09,570
但我们知道接下来会发生什么

350
00:11:09,570 --> 00:11:11,690
我们知道接下来会发生什么

351
00:11:11,690 --> 00:11:12,929
销售团队

352
00:11:12,929 --> 00:11:14,429
然后我们得到一个雪花交易解

353
00:11:14,429 --> 00:11:15,250
三个AI诚实

354
00:11:15,250 --> 00:11:16,629
和一只优质小盘股

355
00:11:16,629 --> 00:11:17,409
一只炸裂的股票

356
00:11:17,409 --> 00:11:17,909
好的

357
00:11:17,909 --> 00:11:19,068
Salesforce

358
00:11:19,068 --> 00:11:20,129
Salesforce

359
00:11:20,129 --> 00:11:22,068
每股收益达到三美元

360
00:11:22,068 --> 00:11:23,149
调整后为八十一美分

361
00:11:23,149 --> 00:11:23,749
记住这一点

362
00:11:23,749 --> 00:11:25,009
第三或第四节符合预期

363
00:11:25,009 --> 00:11:27,289
营收勉强超预期

364
00:11:27,289 --> 00:11:28,350
这里的数据符合预期

365
00:11:28,350 --> 00:11:29,649
所以不算特别激动人心

366
00:11:29,649 --> 00:11:31,929
这里Salesforce的数字

367
00:11:31,929 --> 00:11:32,500
没错

368
00:11:32,500 --> 00:11:34,139
就指引情况来看

369
00:11:34,139 --> 00:11:36,080
第一季度指引包括三

370
00:11:36,080 --> 00:11:36,460
呃

371
00:11:36,460 --> 00:11:38,080
三美元十一美分至三美元十三美分

372
00:11:38,080 --> 00:11:41,110
调整后每股收益为十一美元

373
00:11:41,110 --> 00:11:41,649
三亿美元

374
00:11:41,649 --> 00:11:42,809
十一美元

375
00:11:42,809 --> 00:11:43,590
八亿美元

376
00:11:43,590 --> 00:11:46,740
分析师预期每股三美元

377
00:11:46,740 --> 00:11:50,220
这里小幅超预期且指引为十点

378
00:11:50,220 --> 00:11:50,440
九

379
00:11:50,440 --> 00:11:53,578
九亿美元所以全年小幅超预期

380
00:11:53,578 --> 00:11:55,318
Salesforce预计十三

381
00:11:55,318 --> 00:11:55,879
你知道的

382
00:11:55,879 --> 00:11:57,678
暂定十三点一

383
00:11:57,678 --> 00:11:59,318
五亿美元营收

384
00:11:59,318 --> 00:12:00,929
我本以为是十三

385
00:12:00,929 --> 00:12:02,470
十三美元十五美分

386
00:12:02,470 --> 00:12:03,029
每股收益

387
00:12:03,029 --> 00:12:04,149
大致正确

388
00:12:04,149 --> 00:12:05,830
分析师预期十三点二

389
00:12:05,830 --> 00:12:06,789
这不是大问题

390
00:12:06,789 --> 00:12:07,809
差距不大

391
00:12:07,809 --> 00:12:08,379
对

392
00:12:08,379 --> 00:12:09,620
就营收而言

393
00:12:09,620 --> 00:12:10,860
营收基本

394
00:12:10,860 --> 00:12:11,980
Salesforce约四

395
00:12:11,980 --> 00:12:13,639
预计营收六亿美元

396
00:12:13,639 --> 00:12:14,139
没错

397
00:12:14,139 --> 00:12:15,159
指引内容

398
00:12:15,159 --> 00:12:16,840
你知道的

399
00:12:16,840 --> 00:12:17,500
有点像

400
00:12:17,500 --> 00:12:18,480
我们预期

401
00:12:18,480 --> 00:12:19,860
所以我们有了困倦的向导

402
00:12:19,860 --> 00:12:20,919
困倦的节奏

403
00:12:20,919 --> 00:12:23,019
这对普通股票来说根本不够

404
00:12:23,019 --> 00:12:24,580
现在人们都感到恐慌

405
00:12:24,580 --> 00:12:25,360
我们直接说吧

406
00:12:25,360 --> 00:12:25,940
这就是真相

407
00:12:25,940 --> 00:12:28,240
你不能带着困倦的向导和节奏入场

408
00:12:28,240 --> 00:12:28,919
当你知道的时候

409
00:12:28,919 --> 00:12:29,899
华尔街很害怕

410
00:12:29,899 --> 00:12:32,080
他们现在很恐惧对吧

411
00:12:32,080 --> 00:12:33,799
我这样告诉你

412
00:12:33,799 --> 00:12:35,080
你有个小宝宝

413
00:12:35,080 --> 00:12:36,639
小宝宝醒来

414
00:12:36,639 --> 00:12:38,259
他们做了噩梦对吧

415
00:12:38,259 --> 00:12:39,720
他们需要的不只是

416
00:12:39,720 --> 00:12:40,399
没关系

417
00:12:40,399 --> 00:12:41,389
回去睡觉吧

418
00:12:41,389 --> 00:12:42,830
那只是个梦对吧

419
00:12:42,830 --> 00:12:43,730
有时候小宝宝

420
00:12:43,730 --> 00:12:45,090
你需要带他们回房间

421
00:12:45,090 --> 00:12:45,990
握住他们的手

422
00:12:45,990 --> 00:12:47,370
帮他们躺回床上

423
00:12:47,370 --> 00:12:48,289
陪他们一会儿

424
00:12:48,289 --> 00:12:49,750
打开夜灯对吧

425
00:12:49,750 --> 00:12:50,710
让他们感到安心

426
00:12:51,909 --> 00:12:53,379
这就是你需要做的

427
00:12:53,379 --> 00:12:54,720
Salesforce需要这样做

428
00:12:54,720 --> 00:12:56,440
而Salesforce没有入场

429
00:12:56,440 --> 00:12:57,519
砸碎一切

430
00:12:57,519 --> 00:12:59,409
他们没有砸碎指引数据

431
00:12:59,409 --> 00:13:01,629
他们没有砸碎上季度财报

432
00:13:01,629 --> 00:13:02,889
这就像

433
00:13:02,889 --> 00:13:04,110
它就在那里

434
00:13:04,389 --> 00:13:05,110
嗯

435
00:13:05,110 --> 00:13:06,470
或许轻微超预期

436
00:13:06,470 --> 00:13:09,318
这无法让华尔街安心

437
00:13:09,318 --> 00:13:11,578
华尔街现在非常不安

438
00:13:11,578 --> 00:13:14,509
投资者极度不安，这就是股价下跌的原因

439
00:13:14,509 --> 00:13:18,990
而这支股票本应因财报大幅上涨

440
00:13:18,990 --> 00:13:24,799
但你只给出微小超预期，人们却说不

441
00:13:24,799 --> 00:13:25,740
我们依然害怕

442
00:13:25,740 --> 00:13:26,840
所以我们不会买入

443
00:13:26,840 --> 00:13:29,470
甚至现在应该卖出

444
00:13:29,470 --> 00:13:30,750
你需要好消息

445
00:13:30,750 --> 00:13:32,870
我这里有好消息

446
00:13:32,870 --> 00:13:33,169
好的

447
00:13:33,169 --> 00:13:34,110
听着

448
00:13:34,110 --> 00:13:37,110
Salesforce从其在Anthropic的股份中获益

449
00:13:37,110 --> 00:13:37,809
如果你不知道的话

450
00:13:37,809 --> 00:13:40,289
Salesforce是Anthropic的股东

451
00:13:40,289 --> 00:13:44,769
本季度在战略投资中实现八亿一千一百万美元的收益

452
00:13:44,769 --> 00:13:46,710
相比去年同期的六千六百万美元大幅增长

453
00:13:46,710 --> 00:13:48,068
去年同一季度

454
00:13:48,068 --> 00:13:49,469
这是本尼在发表讲话

455
00:13:49,469 --> 00:13:50,028
或者对吧

456
00:13:50,028 --> 00:13:50,708
本尼正在这里讲话

457
00:13:50,708 --> 00:13:51,149
他说

458
00:13:51,149 --> 00:13:54,740
我认为我们刚向新轮融资投入了一亿美元

459
00:13:54,740 --> 00:13:57,500
我们在Anthropic的投资已达三亿三千万美元

460
00:13:57,500 --> 00:13:58,919
就已投入资金而言

461
00:13:58,919 --> 00:14:00,960
这几乎占Anthropic的1%

462
00:14:00,960 --> 00:14:03,120
他们持有Anthropic约1%的股份

463
00:14:03,120 --> 00:14:03,460
这

464
00:14:03,460 --> 00:14:04,100
你知道的

465
00:14:04,100 --> 00:14:07,200
如果认为Anthropic即将达到千亿美元估值

466
00:14:07,200 --> 00:14:07,929
长期来看

467
00:14:07,929 --> 00:14:08,250
嗯

468
00:14:08,250 --> 00:14:08,529
你

469
00:14:08,529 --> 00:14:10,460
那里有十亿美元规模

470
00:14:10,460 --> 00:14:13,639
我们将观察Anthropic长期估值走向

471
00:14:13,639 --> 00:14:16,700
但有人认为它正朝着千亿美元级别发展

472
00:14:16,700 --> 00:14:17,240
估值

473
00:14:17,240 --> 00:14:17,720
没错

474
00:14:17,720 --> 00:14:18,080
嗯

475
00:14:18,080 --> 00:14:19,080
我们拭目以待

476
00:14:19,080 --> 00:14:19,659
嗯

477
00:14:19,659 --> 00:14:20,200
你知道的

478
00:14:20,200 --> 00:14:23,139
即使估值达五百亿美元

479
00:14:23,139 --> 00:14:24,720
长期来看确实惊人

480
00:14:24,720 --> 00:14:26,200
你仍有五亿美元规模

481
00:14:26,200 --> 00:14:26,720
没错

482
00:14:26,720 --> 00:14:31,019
本尼表示现在希望自己能投入更多

483
00:14:31,019 --> 00:14:33,220
Salesforce也在进行大规模回购

484
00:14:33,220 --> 00:14:35,720
他们计划斥资五十亿美元回购

485
00:14:35,720 --> 00:14:37,120
这数字令人难以置信

486
00:14:37,120 --> 00:14:38,039
你知道的

487
00:14:38,039 --> 00:14:39,220
截至明日的市值

488
00:14:39,220 --> 00:14:41,639
预计应在一百七十亿至一百八十亿美元之间

489
00:14:41,639 --> 00:14:43,759
若投入五十亿美元回购

490
00:14:43,759 --> 00:14:45,099
这非常极端

491
00:14:45,099 --> 00:14:47,318
这是史无前例的回购规模

492
00:14:47,318 --> 00:14:54,759
我认为本尼对公司增长充满信心

493
00:14:54,759 --> 00:14:55,840
以及未来发展前景

494
00:14:55,840 --> 00:14:56,320
顺便说一句

495
00:14:56,320 --> 00:14:57,679
Agent Forest业务表现惊人

496
00:14:57,679 --> 00:14:59,960
该业务在本季度持续快速增长

497
00:14:59,960 --> 00:15:01,820
这是我们需要持续看到的

498
00:15:01,820 --> 00:15:07,820
没错贝蒂是否真的十年后仍对公司如此有信心

499
00:15:08,330 --> 00:15:09,889
实施五十亿美元回购计划

500
00:15:09,889 --> 00:15:12,559
这完全合乎逻辑你的

501
00:15:12,559 --> 00:15:14,200
如果他真的这么自信

502
00:15:14,200 --> 00:15:15,919
他们能保持十年之久

503
00:15:15,919 --> 00:15:17,919
你永远买不到比现在更便宜的股票

504
00:15:17,919 --> 00:15:18,480
就现在而言

505
00:15:18,480 --> 00:15:20,669
这就像千载难逢的机会

506
00:15:20,669 --> 00:15:21,049
你知道的

507
00:15:21,049 --> 00:15:24,470
十年经验积累到这里

508
00:15:24,470 --> 00:15:25,870
如果你有任何不自信

509
00:15:25,870 --> 00:15:27,429
你不会做这样的回购

510
00:15:27,429 --> 00:15:28,679
风险太大了

511
00:15:28,679 --> 00:15:32,320
因为你可能需要这笔资金收购其他公司

512
00:15:32,320 --> 00:15:33,629
但如果是这家伙

513
00:15:33,629 --> 00:15:35,190
亚洲力量将变得庞大

514
00:15:35,190 --> 00:15:36,490
我们正在走向

515
00:15:36,490 --> 00:15:36,950
你知道的

516
00:15:36,950 --> 00:15:39,769
每年六十亿美元以上的增长

517
00:15:39,769 --> 00:15:42,179
之后我们将达到一百亿美元

518
00:15:42,179 --> 00:15:43,860
你是说现在就要回购

519
00:15:43,860 --> 00:15:46,139
因为你永远不会再以今年这样的低价买到股票

520
00:15:46,139 --> 00:15:47,000
基本上没错

521
00:15:47,000 --> 00:15:48,299
就损益表而言

522
00:15:48,299 --> 00:15:50,879
我给了他总营收C级评分

523
00:15:50,879 --> 00:15:51,759
同比增长12%

524
00:15:51,759 --> 00:15:52,480
同比来看

525
00:15:52,480 --> 00:15:54,240
营收成本上涨13%

526
00:15:54,240 --> 00:15:55,720
这将是让公司

527
00:15:55,720 --> 00:15:56,000
呃

528
00:15:56,000 --> 00:15:56,480
你知道的

529
00:15:56,480 --> 00:15:59,419
会让华尔街感到不安

530
00:15:59,419 --> 00:15:59,940
你知道的

531
00:15:59,940 --> 00:16:01,539
当他们看到营收同比增长12%

532
00:16:01,539 --> 00:16:02,779
营收成本上涨13%

533
00:16:02,779 --> 00:16:05,039
尽管营收是更大的项目

534
00:16:05,039 --> 00:16:06,860
公司毛利润增长12%

535
00:16:06,860 --> 00:16:08,320
同比增长至近8%

536
00:16:08,320 --> 00:16:08,960
70亿美元

537
00:16:08,960 --> 00:16:09,559
从7

538
00:16:09,559 --> 00:16:10,240
70亿美元

539
00:16:10,240 --> 00:16:11,250
去年同期同期

540
00:16:11,250 --> 00:16:12,690
研发费用增长14%

541
00:16:12,690 --> 00:16:14,049
销售与市场费用增长16%

542
00:16:14,049 --> 00:16:15,169
G&A费用增长18%

543
00:16:15,169 --> 00:16:15,690
这些都不是

544
00:16:15,690 --> 00:16:17,029
都不是好事

545
00:16:17,029 --> 00:16:21,610
因为你知道营收在百分比增长上被超越了

546
00:16:21,610 --> 00:16:23,330
重组费用同比下降

547
00:16:23,330 --> 00:16:24,080
同比来看

548
00:16:24,080 --> 00:16:25,840
总运营费用增长15%

549
00:16:25,840 --> 00:16:26,700
这不是你想要看到的

550
00:16:26,700 --> 00:16:28,259
当毛利润增长12%

551
00:16:28,259 --> 00:16:28,970
对

552
00:16:28,970 --> 00:16:31,590
因此整体运营收入增长至一点八六九亿美元

553
00:16:31,590 --> 00:16:32,669
达到一点八六九亿美元

554
00:16:32,669 --> 00:16:34,230
从一点八二亿美元增长

555
00:16:34,230 --> 00:16:35,450
仅增长3%

556
00:16:35,450 --> 00:16:36,139
同比来看

557
00:16:36,139 --> 00:16:37,779
这就是我在这里给他打了C级的原因

558
00:16:37,779 --> 00:16:40,679
因为这部分损益表表现不佳

559
00:16:40,679 --> 00:16:41,200
没错

560
00:16:41,200 --> 00:16:42,360
费用过高

561
00:16:42,360 --> 00:16:45,320
其中很大一部分可能与Informatica相关

562
00:16:45,320 --> 00:16:45,759
呃

563
00:16:45,759 --> 00:16:46,440
那次收购

564
00:16:46,440 --> 00:16:47,799
需要记住这一点

565
00:16:47,799 --> 00:16:49,919
他们获得了战略投资收益

566
00:16:49,919 --> 00:16:53,340
之前我们提到的Anthropic交易收益八千一百一十万美元

567
00:16:53,340 --> 00:16:55,679
税前利润增长13.3%

568
00:16:55,679 --> 00:16:56,519
公司整体增长2%

569
00:16:56,519 --> 00:16:59,820
或净利润增长13%至UDPS增长18%

570
00:16:59,820 --> 00:17:04,170
Anthropic的情况帮助改善了他们的净利润

571
00:17:04,170 --> 00:17:05,789
如果只看原始数据

572
00:17:05,789 --> 00:17:06,170
你会说

573
00:17:06,170 --> 00:17:06,410
好吧

574
00:17:06,410 --> 00:17:06,690
收入

575
00:17:06,690 --> 00:17:07,349
增长12%

576
00:17:07,349 --> 00:17:09,279
UDPS增长18%

577
00:17:11,009 --> 00:17:11,569
棒极了

578
00:17:11,569 --> 00:17:11,950
太好了

579
00:17:11,950 --> 00:17:13,250
但深入分析

580
00:17:13,250 --> 00:17:14,210
哦不

581
00:17:14,210 --> 00:17:18,130
本季度费用极高，运营收入仅增长3%

582
00:17:18,130 --> 00:17:19,589
尽管收入增长12%

583
00:17:19,589 --> 00:17:20,380
不太好

584
00:17:20,380 --> 00:17:20,740
所以

585
00:17:23,059 --> 00:17:25,138
我对Salesforce的看法是

586
00:17:25,138 --> 00:17:26,690
我充满信心

587
00:17:26,690 --> 00:17:28,750
Benioff在这里的决策很明智

588
00:17:28,750 --> 00:17:30,329
我需要继续增持这个仓位

589
00:17:30,329 --> 00:17:32,390
当前仓位约19.1万美元

590
00:17:32,390 --> 00:17:35,230
需在三月期间持续增持

591
00:17:35,230 --> 00:17:41,388
需要调整至对Salesforce完全建仓

592
00:17:41,388 --> 00:17:43,888
需在三月底前完成

593
00:17:43,888 --> 00:17:45,068
基本上没错

594
00:17:45,068 --> 00:17:48,509
但这并不意味着之后不再增持

595
00:17:48,509 --> 00:17:51,880
但需尽可能积极增持

596
00:17:51,880 --> 00:17:53,579
我要尽可能多买入股票

597
00:17:53,579 --> 00:17:57,640
同时公司也在积极回购股票

598
00:17:57,799 --> 00:17:58,319
我

599
00:17:58,319 --> 00:17:59,200
我非常有信心

600
00:17:59,200 --> 00:18:01,759
Salesforce未来稳如磐石

601
00:18:01,759 --> 00:18:04,309
清楚他在这里所做的是正确的，所以我将继续添加

602
00:18:04,309 --> 00:18:08,240
这里的情况是水很浑浊，我就像

603
00:18:08,240 --> 00:18:09,579
我觉得里面可能有金子

604
00:18:09,579 --> 00:18:11,640
我觉得里面可能有金子，大家也都这么说

605
00:18:11,640 --> 00:18:11,920
啊

606
00:18:11,920 --> 00:18:12,460
这里很浑浊

607
00:18:12,460 --> 00:18:14,369
里面可能有食人鱼

608
00:18:14,369 --> 00:18:15,609
里面可能有鳄鱼

609
00:18:15,609 --> 00:18:18,369
我不知道，看起来很吓人，这就是现在的Salesforce

610
00:18:18,369 --> 00:18:19,890
我明白的没错

611
00:18:19,890 --> 00:18:23,569
但我认为里面可能有金子，时间会告诉我们

612
00:18:23,569 --> 00:18:25,230
时间会揭晓答案，这才是有趣的地方

613
00:18:25,230 --> 00:18:25,950
在股票市场

614
00:18:25,950 --> 00:18:28,000
时间总会告诉Snowflake

615
00:18:28,000 --> 00:18:29,279
接下来这个

616
00:18:29,279 --> 00:18:33,039
所以Snowflake的收入表在这里是D级

617
00:18:33,039 --> 00:18:34,339
收入12亿美元

618
00:18:34,339 --> 00:18:38,000
80亿美元 vs 去年同期的9.86亿美元

619
00:18:38,000 --> 00:18:39,210
去年同期的同一季度

620
00:18:39,210 --> 00:18:39,789
嗯

621
00:18:39,789 --> 00:18:43,000
成本上升至4.26亿美元，从3.33亿美元

622
00:18:43,000 --> 00:18:44,960
毛利率表现非常出色

623
00:18:44,960 --> 00:18:47,119
增至8.57亿美元，从6.53亿美元

624
00:18:47,119 --> 00:18:48,460
这很 impressive

625
00:18:48,460 --> 00:18:50,750
他们仍然存在严重的开支问题

626
00:18:50,750 --> 00:18:54,259
运营亏损最终达到3.18亿美元

627
00:18:54,259 --> 00:18:55,519
天啊

628
00:18:55,519 --> 00:18:57,200
他们的开支简直太离谱了

629
00:18:57,200 --> 00:19:00,469
毛利率8.57亿美元

630
00:19:00,469 --> 00:19:05,690
但依然能找到运营亏损3.18亿美元的方法

631
00:19:05,890 --> 00:19:09,220
这家公司持续存在开支问题

632
00:19:09,220 --> 00:19:10,019
你知道的

633
00:19:10,019 --> 00:19:10,579
我告诉你们

634
00:19:10,579 --> 00:19:11,900
必须收入大于支出

635
00:19:11,900 --> 00:19:12,539
最重要的是什么

636
00:19:12,539 --> 00:19:14,400
成为成功投资者的关键

637
00:19:14,400 --> 00:19:15,980
不是资产负债表

638
00:19:15,980 --> 00:19:18,329
不是利润表

639
00:19:18,329 --> 00:19:19,579
不是现金流

640
00:19:19,579 --> 00:19:21,380
不是市盈率

641
00:19:21,380 --> 00:19:22,920
而是收入大于支出

642
00:19:22,920 --> 00:19:25,839
这样你每周或每月都能持续买入

643
00:19:25,839 --> 00:19:27,900
没错，对公司也是如此

644
00:19:27,900 --> 00:19:29,559
当你审视一家公司

645
00:19:29,559 --> 00:19:30,359
比如Salesforce

646
00:19:30,359 --> 00:19:31,259
他们带来或让我纠正

647
00:19:31,259 --> 00:19:32,299
比如Snowflake

648
00:19:32,299 --> 00:19:34,250
他们赚取了大量资金

649
00:19:34,250 --> 00:19:35,569
创造了巨额毛利润

650
00:19:35,569 --> 00:19:37,750
最终利润分配

651
00:19:37,750 --> 00:19:38,809
你到达了终点

652
00:19:38,809 --> 00:19:40,250
已经没什么剩下

653
00:19:40,250 --> 00:19:42,240
他们最终遭受了巨大损失

654
00:19:42,240 --> 00:19:44,220
就像兄弟啊

655
00:19:44,220 --> 00:19:44,900
你知道的

656
00:19:44,900 --> 00:19:46,839
这就是为你准备的雪片

657
00:19:46,839 --> 00:19:48,920
这几乎成了雪片的故事

658
00:19:48,920 --> 00:19:50,339
这正是雪片的故事

659
00:19:50,339 --> 00:19:51,599
基本上自从上市以来

660
00:19:51,599 --> 00:19:53,559
这个故事依然存在

661
00:19:53,920 --> 00:19:56,640
你知道我可能会在某个时候对这只股票感兴趣

662
00:19:56,640 --> 00:19:57,579
但天啊

663
00:19:57,579 --> 00:19:58,440
我得见见他们

664
00:19:58,440 --> 00:19:58,759
至少

665
00:19:58,759 --> 00:20:00,119
接近盈利状态

666
00:20:00,119 --> 00:20:00,920
他们仍然如此

667
00:20:00,920 --> 00:20:02,279
他们还差半英里

668
00:20:02,279 --> 00:20:03,970
就在上面这里

669
00:20:03,970 --> 00:20:04,450
交易台

670
00:20:04,450 --> 00:20:05,450
这份文件被狂抛

671
00:20:05,450 --> 00:20:05,950
人们在疑惑

672
00:20:05,950 --> 00:20:07,430
这是绝佳机会吗

673
00:20:07,430 --> 00:20:09,650
交易部门到底怎么了

674
00:20:09,650 --> 00:20:11,009
嗯

675
00:20:11,690 --> 00:20:15,019
我给他们的评级是减收利润表其实非常出色

676
00:20:15,019 --> 00:20:16,720
公司利润表表现非常优秀

677
00:20:16,720 --> 00:20:17,240
呃

678
00:20:17,240 --> 00:20:20,549
收入从741百万增至846百万美元

679
00:20:20,549 --> 00:20:23,750
平台运营从135百万增至163百万

680
00:20:23,750 --> 00:20:25,369
这里唯一的亮点

681
00:20:25,369 --> 00:20:27,589
销售市场从150百万增至173百万

682
00:20:27,589 --> 00:20:28,609
我们保留这个

683
00:20:28,609 --> 00:20:29,109
呃

684
00:20:29,109 --> 00:20:31,309
技术开发从127百万增至130百万

685
00:20:31,309 --> 00:20:32,250
这非常 impressive

686
00:20:32,250 --> 00:20:34,089
考虑到营收大幅增长

687
00:20:34,089 --> 00:20:36,750
GTA公司年营收却下降

688
00:20:36,750 --> 00:20:40,109
尽管营收同比增长超一亿美元

689
00:20:40,109 --> 00:20:41,470
至于G

690
00:20:41,470 --> 00:20:44,900
122百万 vs 去年同期131百万

691
00:20:44,900 --> 00:20:48,480
总运营费用从545百万增至589百万

692
00:20:48,480 --> 00:20:49,500
这还不错

693
00:20:49,500 --> 00:20:51,819
你知道这里的情况是收入增长

694
00:20:51,819 --> 00:20:54,309
你知道增长了一亿美元多

695
00:20:54,309 --> 00:20:56,269
收入增长了零点五亿美元

696
00:20:56,269 --> 00:20:58,839
而总运营费用仅上升

697
00:20:58,839 --> 00:21:00,680
这五十多万美元

698
00:21:00,680 --> 00:21:02,559
无运营利润

699
00:21:02,559 --> 00:21:05,579
256百万 vs 去年同期195百万

700
00:21:05,579 --> 00:21:08,079
税前利润70百万 vs 221百万

701
00:21:08,079 --> 00:21:08,440
现在

702
00:21:08,440 --> 00:21:10,180
他们在所得税上被杀了

703
00:21:10,180 --> 00:21:12,059
所得税在这个季度摧毁了他们

704
00:21:12,059 --> 00:21:14,000
他们拿走了八千八百三百万美元

705
00:21:14,000 --> 00:21:15,839
所得税收入对比三十

706
00:21:15,839 --> 00:21:17,539
去年同一季度有九百万

707
00:21:17,539 --> 00:21:18,089
好的

708
00:21:18,089 --> 00:21:21,190
因此他们的净利润和每股收益增长

709
00:21:21,190 --> 00:21:22,589
看起来并不亮眼

710
00:21:22,589 --> 00:21:26,789
但这主要是因为所得税今年这个季度严重拖累

711
00:21:26,789 --> 00:21:28,089
但净利润一百八十

712
00:21:28,089 --> 00:21:30,309
六百万对比去年同一季度的十八二

713
00:21:30,309 --> 00:21:32,500
Delups为三十九美分对比三六美分

714
00:21:32,500 --> 00:21:35,900
所以我将忽略所得税问题

715
00:21:35,900 --> 00:21:37,700
所以我给了他一个减分

716
00:21:37,700 --> 00:21:38,539
非常好

717
00:21:38,539 --> 00:21:39,720
非常不错的数字

718
00:21:39,720 --> 00:21:42,440
但可怕的是

719
00:21:42,440 --> 00:21:45,000
看看同比收入增长

720
00:21:45,000 --> 00:21:45,519
好的

721
00:21:45,519 --> 00:21:48,319
去年同一季度达到百分之二十二

722
00:21:48,319 --> 00:21:50,240
看看新数据

723
00:21:51,410 --> 00:21:53,190
新数据仅为百分之十四

724
00:21:53,190 --> 00:21:54,069
这很可怕

725
00:21:54,069 --> 00:21:57,329
收入增长少了八个百分点

726
00:21:58,490 --> 00:22:03,329
同时公司净利率同比大幅下降

727
00:22:03,329 --> 00:22:04,210
这也是可怕的

728
00:22:04,210 --> 00:22:05,569
如果不深入分析损益表

729
00:22:05,569 --> 00:22:07,000
并不是所有人都会这样做

730
00:22:07,000 --> 00:22:09,000
已从百分之二十五降至百分之二十二

731
00:22:09,000 --> 00:22:12,019
但再次是因为巨额所得税问题

732
00:22:12,019 --> 00:22:14,059
这才是更可怕的部分

733
00:22:14,059 --> 00:22:14,829
哦糟糕

734
00:22:14,829 --> 00:22:16,150
收入增长从去年此时的两

735
00:22:16,150 --> 00:22:17,269
百分之二变为

736
00:22:17,269 --> 00:22:18,230
降至百分之十四

737
00:22:18,230 --> 00:22:19,970
人们开始担忧

738
00:22:19,970 --> 00:22:21,039
进行外推

739
00:22:21,039 --> 00:22:22,259
预测未来增长

740
00:22:22,259 --> 00:22:23,099
并开始思考

741
00:22:23,099 --> 00:22:23,359
好的

742
00:22:23,359 --> 00:22:26,480
明年此时这个季度会怎样

743
00:22:26,480 --> 00:22:27,220
我们会有

744
00:22:27,220 --> 00:22:28,619
百分之九的收入增长

745
00:22:28,619 --> 00:22:30,240
百分之七的收入增长

746
00:22:30,240 --> 00:22:32,700
这让人们非常恐慌

747
00:22:32,700 --> 00:22:33,980
因为他们开始考虑下一年

748
00:22:33,980 --> 00:22:34,279
然后

749
00:22:34,279 --> 00:22:34,500
好的

750
00:22:34,500 --> 00:22:34,940
我们目前处于什么位置

751
00:22:34,940 --> 00:22:35,839
然后是百分之三

752
00:22:35,839 --> 00:22:38,819
公司的一 percent 收入开始下降

753
00:22:38,819 --> 00:22:40,079
我明白了

754
00:22:40,079 --> 00:22:40,500
然而

755
00:22:40,500 --> 00:22:41,660
在积极方面

756
00:22:41,660 --> 00:22:42,759
公司传来好消息

757
00:22:42,759 --> 00:22:45,859
客户留存率全年保持在百分之九十五以上

758
00:22:45,859 --> 00:22:46,519
这很好

759
00:22:46,519 --> 00:22:47,219
嗯

760
00:22:47,219 --> 00:22:49,759
连续十二个季度保持不变

761
00:22:49,759 --> 00:22:51,058
公司整体传来好消息

762
00:22:51,058 --> 00:22:52,318
说到这一点

763
00:22:52,318 --> 00:22:53,660
另外

764
00:22:53,660 --> 00:22:55,900
公司疯狂回购股票

765
00:22:55,900 --> 00:22:58,430
公司第四季度用约四百二十

766
00:22:58,430 --> 00:23:02,009
三百万现金回购普通股

767
00:23:02,009 --> 00:23:02,630
二零二五

768
00:23:02,630 --> 00:23:04,509
公司使用约一点

769
00:23:04,509 --> 00:23:10,598
四亿美元现金以平均价格回购股票

770
00:23:10,598 --> 00:23:11,838
哦不

771
00:23:11,838 --> 00:23:13,839
哦不

772
00:23:13,839 --> 00:23:19,079
平均价格五十到六十

773
00:23:19,479 --> 00:23:21,798
今日股价二十美元

774
00:23:21,798 --> 00:23:26,279
如果他们只是等待

775
00:23:26,279 --> 00:23:28,279
如果他们只是等待

776
00:23:28,279 --> 00:23:30,099
他们严重超支了

777
00:23:30,099 --> 00:23:31,500
哦不

778
00:23:31,500 --> 00:23:36,190
公司剩余约一百五十万美元用于回购

779
00:23:36,190 --> 00:23:36,529
我的意思是

780
00:23:36,529 --> 00:23:37,170
好消息是

781
00:23:37,170 --> 00:23:38,049
他们低价买入

782
00:23:38,049 --> 00:23:39,589
对啊不过

783
00:23:39,589 --> 00:23:41,329
但真是令人感慨

784
00:23:41,329 --> 00:23:43,949
他们在五十年代浪费了太多钱

785
00:23:43,949 --> 00:23:46,159
而你本可以在

786
00:23:46,159 --> 00:23:48,179
这笔钱本可以发挥更大作用

787
00:23:48,179 --> 00:23:50,699
但有一只股票八月时曾达九十美元

788
00:23:50,699 --> 00:23:51,898
这是一只惨淡的股票

789
00:23:51,898 --> 00:23:53,250
这引起了我的兴趣

790
00:23:53,250 --> 00:23:54,789
我得多深入调查

791
00:23:54,789 --> 00:23:56,289
我可能会参加电话会议

792
00:23:56,289 --> 00:23:57,869
我得多研究他们的商业模式

793
00:23:57,869 --> 00:24:01,089
这家公司在整个AI浪潮中遭受的冲击有多严重

794
00:24:01,089 --> 00:24:04,970
未来你可能会听到更多关于交易部门的分析

795
00:24:04,970 --> 00:24:08,309
但眼下我们来看C三

796
00:24:08,309 --> 00:24:11,849
哦然后我们得到一个诚实且潜力巨大的小盘股

797
00:24:11,849 --> 00:24:13,130
好的

798
00:24:13,569 --> 00:24:14,269
C三

799
00:24:14,269 --> 00:24:15,410
我不

800
00:24:15,410 --> 00:24:16,230
为何不

801
00:24:16,230 --> 00:24:17,130
为什么不呢

802
00:24:17,130 --> 00:24:22,579
他们的收入从9800万美元骤降至5300万美元

803
00:24:22,660 --> 00:24:27,200
毛利润从5800万美元降至900万美元

804
00:24:27,200 --> 00:24:28,920
我不得不对这些数字反复确认

805
00:24:28,920 --> 00:24:30,380
我简直不敢相信

806
00:24:30,380 --> 00:24:31,380
这数据准确吗

807
00:24:31,380 --> 00:24:31,660
比如

808
00:24:31,660 --> 00:24:32,980
我甚至需要三番五次核对

809
00:24:32,980 --> 00:24:34,079
我得再说一遍

810
00:24:34,079 --> 00:24:37,880
怎么会搞成这样啊C3AI我的天

811
00:24:37,880 --> 00:24:39,299
天啊

812
00:24:39,299 --> 00:24:43,140
公司最新季度净亏损1.33亿美元

813
00:24:43,140 --> 00:24:45,769
同比去年同期亏损8000万美元

814
00:24:45,769 --> 00:24:49,230
摊薄亏损0.94美元 vs 0.62美元

815
00:24:49,230 --> 00:24:49,789
各位

816
00:24:49,789 --> 00:24:50,569
这简直糟糕透了

817
00:24:51,569 --> 00:24:55,339
到了C3AI的地步

818
00:24:55,339 --> 00:24:56,259
开始担忧

819
00:24:56,259 --> 00:24:57,839
这家公司会不会破产

820
00:24:57,839 --> 00:24:58,259
真的

821
00:24:58,259 --> 00:25:00,299
这才是真正令人担忧的

822
00:25:01,619 --> 00:25:03,460
一团糟

823
00:25:04,740 --> 00:25:05,900
我明白你的意思

824
00:25:05,900 --> 00:25:07,460
我不知道该怎么解决

825
00:25:09,099 --> 00:25:10,559
可能没人需要他们的产品

826
00:25:10,559 --> 00:25:11,700
但他们却像醉鬼一样花钱

827
00:25:11,700 --> 00:25:18,529
这可能是整个股市最烂的公司

828
00:25:18,529 --> 00:25:19,819
我是认真的

829
00:25:19,819 --> 00:25:20,920
这太可怕了

830
00:25:20,920 --> 00:25:21,819
女士们先生们

831
00:25:21,819 --> 00:25:22,779
如果你们喜欢

832
00:25:22,779 --> 00:25:24,000
这就是一个很好的例子

833
00:25:24,000 --> 00:25:29,279
堪称历史上最优秀的财报之一

834
00:25:29,279 --> 00:25:31,960
我在这个视频里刚展示过英伟达的报告

835
00:25:31,960 --> 00:25:32,400
没错

836
00:25:32,400 --> 00:25:33,539
现在我要展示

837
00:25:33,539 --> 00:25:38,200
史上最糟糕的财报之一

838
00:25:38,200 --> 00:25:39,220
这太糟糕了

839
00:25:39,220 --> 00:25:39,940
女士们先生们

840
00:25:41,019 --> 00:25:42,299
请仔细想想

841
00:25:42,299 --> 00:25:48,609
他们净利润亏损超过营收目标的两倍

842
00:25:49,930 --> 00:25:51,849
超过两倍之多

843
00:25:55,200 --> 00:25:56,200
这怎么可能

844
00:25:57,440 --> 00:25:58,480
天啊

845
00:25:58,480 --> 00:25:59,240
女士们先生们

846
00:25:59,240 --> 00:26:03,670
这就是正确与错误之间的巨大差距

847
00:26:03,670 --> 00:26:04,849
作为个股投资者

848
00:26:04,849 --> 00:26:08,420
这也是为何要深入研究这些公司

849
00:26:08,420 --> 00:26:12,059
这家公司曾与Palantir被放在一起讨论

850
00:26:12,059 --> 00:26:12,799
多年前

851
00:26:12,799 --> 00:26:14,980
他们以为自己是同类型的公司

852
00:26:14,980 --> 00:26:19,670
没错，看看Palantir的回报率高达1700%

853
00:26:19,670 --> 00:26:24,289
过去一年我在Palantir股票上赚取了巨额利润

854
00:26:24,289 --> 00:26:24,690
没错

855
00:26:24,690 --> 00:26:25,609
利润丰厚到惊人

856
00:26:25,609 --> 00:26:27,059
这太不可思议了

857
00:26:27,059 --> 00:26:27,480
谢谢

858
00:26:27,480 --> 00:26:29,210
Palantir就该这样

859
00:26:29,529 --> 00:26:30,190
谢天谢地

860
00:26:30,190 --> 00:26:32,410
我选择了Palantir和C3.ai

861
00:26:32,410 --> 00:26:34,130
因为如果我选择C3.ai

862
00:26:34,130 --> 00:26:37,329
现在可能面临难以置信的亏损

863
00:26:37,329 --> 00:26:40,490
在公司可能无法维持运营的情况下

864
00:26:40,490 --> 00:26:41,450
几年后

865
00:26:41,450 --> 00:26:42,490
按目前的发展速度

866
00:26:42,490 --> 00:26:45,359
我对Palantir也不确定

867
00:26:45,359 --> 00:26:46,079
我心想

868
00:26:46,079 --> 00:26:46,359
好吧

869
00:26:46,359 --> 00:26:47,400
估值超高

870
00:26:47,400 --> 00:26:49,279
但必须兑现巨额利润

871
00:26:49,279 --> 00:26:53,390
仍持有部分股份，公司前景极佳

872
00:26:53,390 --> 00:26:54,369
兄弟

873
00:26:54,369 --> 00:26:57,730
这些公司必须深入研究

874
00:26:57,730 --> 00:27:00,069
因为哇，规模庞大

875
00:27:00,069 --> 00:27:00,670
你知道的

876
00:27:00,670 --> 00:27:02,289
Palantir曾是改变人生的股票

877
00:27:02,289 --> 00:27:07,640
过去三四年持有该股的人生活翻天

878
00:27:07,640 --> 00:27:08,779
如果你大幅投资

879
00:27:08,779 --> 00:27:10,599
这也曾是改变人生的股票

880
00:27:10,599 --> 00:27:11,779
但说到负面

881
00:27:11,779 --> 00:27:12,299
没错

882
00:27:12,299 --> 00:27:13,839
如果你投入

883
00:27:13,839 --> 00:27:17,000
你知道把净资产的20%投入C3.ai

884
00:27:17,000 --> 00:27:19,119
三四年 ago

885
00:27:20,019 --> 00:27:21,599
现在收益寥寥

886
00:27:21,599 --> 00:27:24,039
把20%净资产投入Palantir

887
00:27:24,039 --> 00:27:25,200
三四年 ago

888
00:27:25,200 --> 00:27:27,319
很可能成为百万富翁或千万富翁

889
00:27:27,319 --> 00:27:28,720
现在差距如此之大

890
00:27:28,720 --> 00:27:30,779
没错，这两家公司

891
00:27:30,779 --> 00:27:31,339
我明白

892
00:27:31,339 --> 00:27:32,599
大家在市场待久了

893
00:27:32,599 --> 00:27:33,619
像你们这些老手

894
00:27:33,619 --> 00:27:36,130
不要只在市场待一两年

895
00:27:36,130 --> 00:27:37,650
如果你长期在市场

896
00:27:37,650 --> 00:27:38,970
我知道像

897
00:27:38,970 --> 00:27:39,789
在评论区告诉我

898
00:27:39,789 --> 00:27:42,230
如果你在2021年还在场

899
00:27:42,230 --> 00:27:43,069
2022年

900
00:27:43,069 --> 00:27:44,309
2023年

901
00:27:44,309 --> 00:27:46,930
你们还记得帕兰蒂尔和C三号吗

902
00:27:46,930 --> 00:27:47,869
我曾被分到同一个部门

903
00:27:47,869 --> 00:27:50,230
他们认为这些公司非常相似

904
00:27:50,230 --> 00:27:53,470
他们觉得要么一起成功要么一起失败

905
00:27:53,470 --> 00:27:56,779
还记得这和现实相差多远吗

906
00:27:56,779 --> 00:27:57,259
对吧

907
00:27:57,259 --> 00:27:57,660
好的

908
00:27:57,660 --> 00:27:58,480
接下来这个案例

909
00:27:58,480 --> 00:27:59,500
两本书查克

910
00:27:59,500 --> 00:27:59,799
诚实公司

911
00:27:59,799 --> 00:28:02,059
然后我们得到一个隐藏的小杯子

912
00:28:02,059 --> 00:28:04,829
说到诚实公司

913
00:28:04,829 --> 00:28:06,490
如果你关注过诚实公司的故事

914
00:28:06,490 --> 00:28:09,529
我们都清楚他们将退出多个产品类别

915
00:28:09,529 --> 00:28:10,680
这些

916
00:28:10,680 --> 00:28:12,779
被称为低效产品类别

917
00:28:12,779 --> 00:28:14,900
能增加公司收入

918
00:28:14,900 --> 00:28:16,700
但损害利润率

919
00:28:16,700 --> 00:28:18,059
影响盈利能力

920
00:28:18,059 --> 00:28:20,059
说实话

921
00:28:20,059 --> 00:28:21,519
分散公司注意力

922
00:28:21,519 --> 00:28:23,720
卡洛拉上季度宣布了这一计划

923
00:28:23,720 --> 00:28:25,660
投资者对此很不满

924
00:28:25,660 --> 00:28:26,240
因为他们说

925
00:28:26,240 --> 00:28:26,960
天啊

926
00:28:26,960 --> 00:28:27,420
这意味着

927
00:28:27,420 --> 00:28:27,880
你知道的

928
00:28:27,880 --> 00:28:29,799
明年财报都会受影响

929
00:28:29,799 --> 00:28:31,569
指2026年财报

930
00:28:31,569 --> 00:28:32,609
数据全被打乱

931
00:28:32,609 --> 00:28:34,859
因为他们退出这些业务线

932
00:28:34,859 --> 00:28:37,359
短期内会扰乱收入

933
00:28:37,359 --> 00:28:38,619
让收入表现变差

934
00:28:38,619 --> 00:28:39,579
利润率也会下滑

935
00:28:39,579 --> 00:28:42,190
作为长期投资者

936
00:28:42,190 --> 00:28:43,309
我希望公司

937
00:28:43,309 --> 00:28:46,589
你们要为股东做出最佳长期决策

938
00:28:46,589 --> 00:28:48,470
自从卡洛拉加入公司

939
00:28:48,470 --> 00:28:50,670
她让公司从濒临破产

940
00:28:50,670 --> 00:28:51,910
他们正走向破产边缘

941
00:28:51,910 --> 00:28:53,329
我完全坦白说

942
00:28:53,329 --> 00:28:56,460
现在公司状况很好

943
00:28:56,460 --> 00:28:59,359
资产负债表现金充足

944
00:28:59,359 --> 00:29:00,119
她正在

945
00:29:00,119 --> 00:29:03,029
大幅提升利润率

946
00:29:03,029 --> 00:29:05,930
做出裁员等艰难决定

947
00:29:05,930 --> 00:29:08,230
退出某些业务线

948
00:29:08,230 --> 00:29:09,069
这些举措

949
00:29:09,069 --> 00:29:09,390
确实

950
00:29:09,390 --> 00:29:10,529
确保收入数据更亮眼

951
00:29:10,529 --> 00:29:13,109
但最终对公司整体造成伤害

952
00:29:13,109 --> 00:29:14,609
我认为这是个明智的决定

953
00:29:14,609 --> 00:29:15,950
因此我完全支持

954
00:29:15,950 --> 00:29:16,349
她

955
00:29:16,349 --> 00:29:18,269
完全支持当前局势

956
00:29:18,269 --> 00:29:18,509
没错

957
00:29:18,509 --> 00:29:21,369
营收同比下降约12%

958
00:29:21,369 --> 00:29:23,970
因为他们退出了这些业务线

959
00:29:23,970 --> 00:29:24,970
有机营收

960
00:29:24,970 --> 00:29:28,009
但公司整体同比有所增长

961
00:29:28,009 --> 00:29:28,430
好的

962
00:29:28,430 --> 00:29:30,710
所以有机营收基本指业务

963
00:29:30,710 --> 00:29:33,130
他们正保持正确方向

964
00:29:33,130 --> 00:29:38,059
公司渠道消费同比增长3-4%

965
00:29:38,059 --> 00:29:39,859
而同期同类品类增长2.5%

966
00:29:39,859 --> 00:29:41,180
他们增速超越品类

967
00:29:41,180 --> 00:29:41,829
这很好

968
00:29:41,829 --> 00:29:43,930
毛利率达到15.7%

969
00:29:43,930 --> 00:29:46,190
相比去年同期的38.8%

970
00:29:46,190 --> 00:29:48,740
D Klein 主要由

971
00:29:48,740 --> 00:29:49,180
呃

972
00:29:49,180 --> 00:29:50,400
离散库存

973
00:29:50,400 --> 00:29:56,269
服装及固定资产减值与战略退出相关

974
00:29:56,269 --> 00:29:56,710
你知道的

975
00:29:56,710 --> 00:29:56,950
诚实说

976
00:29:56,950 --> 00:29:57,369
显然

977
00:29:57,369 --> 00:29:57,829
呃

978
00:29:57,829 --> 00:29:58,549
品类已退出

979
00:29:58,549 --> 00:29:58,630
所以

980
00:29:58,630 --> 00:30:00,670
这是一次性情况

981
00:30:00,670 --> 00:30:02,829
关于利润率受损

982
00:30:02,829 --> 00:30:03,828
目前

983
00:30:03,828 --> 00:30:06,869
公司持有巨额现金

984
00:30:06,869 --> 00:30:07,369
现在

985
00:30:07,369 --> 00:30:13,509
该公司现金及等价物近9000万美元

986
00:30:13,710 --> 00:30:15,309
无任何债务

987
00:30:16,309 --> 00:30:16,569
听着

988
00:30:16,569 --> 00:30:17,150
女士们先生们

989
00:30:18,150 --> 00:30:18,349
诚实说

990
00:30:18,349 --> 00:30:21,279
市值约2亿美元

991
00:30:21,279 --> 00:30:22,599
约在2亿美元区间

992
00:30:22,599 --> 00:30:23,000
我不知道

993
00:30:23,000 --> 00:30:24,319
我不太记得具体数值

994
00:30:24,319 --> 00:30:26,079
可能在2.25亿至2.5亿

995
00:30:26,079 --> 00:30:26,579
75

996
00:30:26,579 --> 00:30:27,880
在2亿美元区间

997
00:30:27,880 --> 00:30:28,710
好的

998
00:30:28,710 --> 00:30:31,029
近9000万美元现金

999
00:30:31,029 --> 00:30:31,730
闲置中

1000
00:30:31,730 --> 00:30:33,869
这数额令人震惊

1001
00:30:34,039 --> 00:30:35,900
我的意思是将这一点作为参考

1002
00:30:35,900 --> 00:30:38,000
这就像英伟达公司

1003
00:30:38,000 --> 00:30:40,480
市值达到五万亿美元

1004
00:30:40,480 --> 00:30:44,740
资产负债表上还有两万亿美元现金

1005
00:30:44,740 --> 00:30:46,319
让我简单说说他们的情况

1006
00:30:46,319 --> 00:30:48,599
资产负债表上有两万亿美元现金

1007
00:30:48,599 --> 00:30:49,880
这就是我们讨论的重点

1008
00:30:49,880 --> 00:30:50,200
以诚信为本

1009
00:30:50,200 --> 00:30:52,109
这简直太疯狂了

1010
00:30:52,109 --> 00:30:53,029
所以他们宣布

1011
00:30:53,029 --> 00:30:54,990
他们打算进行大规模股票回购

1012
00:30:54,990 --> 00:30:57,230
我对此表示赞赏没错

1013
00:30:57,230 --> 00:30:58,670
从两到六的展望

1014
00:30:58,670 --> 00:31:00,029
这实际上是个好前景

1015
00:31:00,029 --> 00:31:00,890
非常非常棒

1016
00:31:00,890 --> 00:31:03,119
这让我对诚信充满乐观

1017
00:31:03,119 --> 00:31:04,240
如之前披露的

1018
00:31:04,240 --> 00:31:08,500
公司长期财务算法包括4%至6%的营收增长

1019
00:31:08,500 --> 00:31:09,390
没错

1020
00:31:09,390 --> 00:31:11,049
他们在谈论营收

1021
00:31:11,049 --> 00:31:14,069
从三百零六百万到三百十二万

1022
00:31:14,069 --> 00:31:14,710
没错

1023
00:31:14,710 --> 00:31:17,549
有机营收增长4%至6%

1024
00:31:17,549 --> 00:31:19,369
这就是他们专注的业务

1025
00:31:19,369 --> 00:31:20,670
不是他们退出的业务

1026
00:31:20,670 --> 00:31:22,230
因为如果要退出大量业务

1027
00:31:22,230 --> 00:31:24,670
营收同比肯定会下降

1028
00:31:24,670 --> 00:31:27,069
但业务聚焦在

1029
00:31:27,069 --> 00:31:29,990
他们不会退出的4%至6%营收增长

1030
00:31:30,150 --> 00:31:32,190
看看调整后的毛利率

1031
00:31:32,190 --> 00:31:33,809
提到低40%区间

1032
00:31:33,809 --> 00:31:37,279
我们将调整后的毛利率降至低40%区间

1033
00:31:38,619 --> 00:31:40,519
调整欧盟20至20

1034
00:31:40,519 --> 00:31:41,500
三百万美元范围

1035
00:31:41,500 --> 00:31:42,119
再次强调

1036
00:31:42,119 --> 00:31:44,660
Honest市值在两亿美元左右

1037
00:31:44,660 --> 00:31:45,160
现在

1038
00:31:45,160 --> 00:31:46,579
这些数字太疯狂了

1039
00:31:46,579 --> 00:31:47,470
没错

1040
00:31:47,470 --> 00:31:49,980
哦是的

1041
00:31:49,980 --> 00:31:51,579
就财务报表而言

1042
00:31:51,579 --> 00:31:52,720
我不得不给他们打F级

1043
00:31:52,720 --> 00:31:55,819
但主要涉及业务退出和一次性项目

1044
00:31:55,819 --> 00:31:58,659
并短期损害盈利能力和利润率

1045
00:31:58,659 --> 00:32:01,969
但很多是非现金支出

1046
00:32:01,969 --> 00:32:04,729
没错就是这样

1047
00:32:04,729 --> 00:32:07,749
短期内财务报表会混乱几个季度

1048
00:32:07,749 --> 00:32:10,278
但若着眼长期

1049
00:32:10,278 --> 00:32:11,078
计算数据

1050
00:32:11,078 --> 00:32:12,979
这对公司来说是最佳选择

1051
00:32:12,979 --> 00:32:13,598
对

1052
00:32:13,598 --> 00:32:14,699
所以事情是这样

1053
00:32:14,699 --> 00:32:15,900
我是Honest的买家

1054
00:32:15,900 --> 00:32:18,819
今晚我要收听千禧X股票公司的电话会议

1055
00:32:18,819 --> 00:32:21,420
我们确实有千禧X实时功能

1056
00:32:21,420 --> 00:32:22,799
现在要实时收听电话会议

1057
00:32:22,799 --> 00:32:24,319
我还没机会听过

1058
00:32:24,319 --> 00:32:25,339
今晚我要去听

1059
00:32:25,339 --> 00:32:26,519
只要一切正常

1060
00:32:26,519 --> 00:32:28,079
我是Honest的买家

1061
00:32:28,079 --> 00:32:28,670
好的

1062
00:32:28,670 --> 00:32:29,950
我可能会大量买入

1063
00:32:29,950 --> 00:32:30,210
其实

1064
00:32:30,210 --> 00:32:31,710
我对公司更有信心了

1065
00:32:31,710 --> 00:32:33,329
如果电话会议不错

1066
00:32:33,329 --> 00:32:34,470
我开始买入

1067
00:32:34,470 --> 00:32:35,490
我开始买入

1068
00:32:35,490 --> 00:32:36,609
我们将拥有整个公司

1069
00:32:36,609 --> 00:32:37,230
Honest对我来说

1070
00:32:37,230 --> 00:32:37,589
好的

1071
00:32:37,589 --> 00:32:38,049
呃

1072
00:32:38,049 --> 00:32:39,150
真是隐藏的优质股票

1073
00:32:39,150 --> 00:32:39,970
这是一只强势股票

1074
00:32:39,970 --> 00:32:40,769
让我展示给你看

1075
00:32:40,769 --> 00:32:41,890
它是什么

1076
00:32:42,440 --> 00:32:43,720
就是这家公司

1077
00:32:43,720 --> 00:32:48,480
这是我公开账户中涨幅第五高的股票

1078
00:32:49,559 --> 00:32:50,380
第五名

1079
00:32:50,380 --> 00:32:51,940
这可能会让人震惊

1080
00:32:51,940 --> 00:32:54,180
因为它超越了亚马逊等公司

1081
00:32:54,180 --> 00:32:55,779
我的收益达到50%

1082
00:32:55,779 --> 00:32:58,400
它超越了芝士蛋糕坊，我的收益61%

1083
00:32:58,400 --> 00:32:59,700
它超越了像D·劳德这样的公司

1084
00:32:59,700 --> 00:33:00,740
我的收益62%

1085
00:33:00,740 --> 00:33:03,259
甚至超越了AMD的88%

1086
00:33:03,259 --> 00:33:04,539
超越了谷歌麦多加

1087
00:33:04,539 --> 00:33:05,880
我的收益约100%

1088
00:33:05,880 --> 00:33:07,559
甚至超越了 Celsius

1089
00:33:07,559 --> 00:33:09,359
我的收益约107%

1090
00:33:09,359 --> 00:33:11,000
这是我涨幅第五高的股票

1091
00:33:11,000 --> 00:33:11,640
天啊

1092
00:33:11,640 --> 00:33:12,759
我有很多强势股

1093
00:33:12,759 --> 00:33:13,819
它是Revolt

1094
00:33:13,819 --> 00:33:17,460
RV LV股票上涨18%收益

1095
00:33:18,539 --> 00:33:20,769
RV LV昨日发布财报

1096
00:33:20,769 --> 00:33:24,970
他们公布了优秀的财务报表，净销售额

1097
00:33:24,970 --> 00:33:27,549
从3到93增长至3.24亿

1098
00:33:27,549 --> 00:33:28,109
这是E类

1099
00:33:28,109 --> 00:33:28,690
商贸公司

1100
00:33:28,690 --> 00:33:29,950
销售服装，规模很大

1101
00:33:29,950 --> 00:33:30,789
以千禧一代为例

1102
00:33:30,789 --> 00:33:32,450
但看起来他们甚至会更大

1103
00:33:32,450 --> 00:33:33,769
针对Z世代女性群体

1104
00:33:33,769 --> 00:33:34,509
好的

1105
00:33:34,509 --> 00:33:35,349
销售成本

1106
00:33:35,349 --> 00:33:37,470
1.51亿美元对比1.39亿美元

1107
00:33:37,470 --> 00:33:39,369
毛利润增至17万美元

1108
00:33:39,369 --> 00:33:40,049
17万美元

1109
00:33:40,049 --> 00:33:41,470
300万美元对比150万美元

1110
00:33:41,470 --> 00:33:43,039
同比去年同一季度增长4倍

1111
00:33:43,039 --> 00:33:45,259
他们保持履约、销售、分销

1112
00:33:45,259 --> 00:33:45,819
市场营销

1113
00:33:45,819 --> 00:33:47,679
DNA所有指标正常

1114
00:33:47,679 --> 00:33:50,919
公司运营收入大幅增长

1115
00:33:50,919 --> 00:33:51,598
同比去年

1116
00:33:51,598 --> 00:33:53,318
他们实现了2000万美元

1117
00:33:53,318 --> 00:33:55,119
本季度运营收入

1118
00:33:55,119 --> 00:33:57,519
对比去年同期1100万美元

1119
00:33:57,519 --> 00:34:00,720
净利润从1100万美元增至1800万美元

1120
00:34:00,720 --> 00:34:01,980
摊薄每股收益达2.6美分

1121
00:34:01,980 --> 00:34:05,549
从17美分暴跌至2.6美分

1122
00:34:05,549 --> 00:34:07,029
我还没来得及听财报电话会

1123
00:34:07,029 --> 00:34:07,250
电话会议

1124
00:34:07,250 --> 00:34:11,989
有听众今晚在实况电话后和布莱尔在私股群发帖

1125
00:34:11,989 --> 00:34:13,219
在Discord聊天室

1126
00:34:13,219 --> 00:34:13,739
他说

1127
00:34:13,739 --> 00:34:13,980
呃

1128
00:34:13,980 --> 00:34:15,699
2026年初势头强劲

1129
00:34:15,699 --> 00:34:19,980
股价前七周上涨16%

1130
00:34:21,269 --> 00:34:25,909
零售服装行业表现亮眼

1131
00:34:25,909 --> 00:34:27,760
16%增长

1132
00:34:27,760 --> 00:34:30,000
即使上季度也仅低个位数

1133
00:34:30,000 --> 00:34:31,000
两位数增长

1134
00:34:31,000 --> 00:34:34,750
简直惊人

1135
00:34:34,750 --> 00:34:35,849
所以Revolve

1136
00:34:35,849 --> 00:34:37,590
没人谈论它

1137
00:34:37,590 --> 00:34:39,269
我简直

1138
00:34:39,269 --> 00:34:42,528
全世界好像没人讨论这只股票

1139
00:34:42,528 --> 00:34:44,809
在Discord聊天室很有趣

1140
00:34:44,809 --> 00:34:47,289
我们私股群有三千多成员

1141
00:34:47,289 --> 00:34:47,728
呃

1142
00:34:47,728 --> 00:34:48,528
私股群

1143
00:34:48,528 --> 00:34:49,409
Discord聊天室

1144
00:34:49,409 --> 00:34:53,869
我认为Revolve聊天室只有两人发言

1145
00:34:53,869 --> 00:34:55,929
因为我们有不同股票的专属频道

1146
00:34:55,929 --> 00:34:59,429
像AMD和Palantir这些股票的频道总是很活跃

1147
00:34:59,429 --> 00:35:00,489
对吧

1148
00:35:00,489 --> 00:35:02,809
至于Revolve聊天室

1149
00:35:02,809 --> 00:35:03,929
我想只有布莱尔和我

1150
00:35:03,929 --> 00:35:04,889
在里面发帖

1151
00:35:04,889 --> 00:35:05,809
就像无人能及

1152
00:35:05,809 --> 00:35:08,170
因为没人关注股票也没人注意

1153
00:35:08,170 --> 00:35:09,619
我就像兄弟

1154
00:35:09,619 --> 00:35:11,460
我觉得这是另一家公司

1155
00:35:11,460 --> 00:35:12,780
人们应该关注

1156
00:35:12,780 --> 00:35:13,789
我明白了

1157
00:35:13,789 --> 00:35:15,869
股市里很多人喜欢

1158
00:35:15,869 --> 00:35:17,190
大概九成是男性

1159
00:35:17,190 --> 00:35:18,789
我的观众可能九成是男性

1160
00:35:18,789 --> 00:35:20,358
只有约十分之一是女性

1161
00:35:20,358 --> 00:35:22,159
我觉得可能有十二%是女性

1162
00:35:22,159 --> 00:35:23,599
向在场的女性朋友们致敬

1163
00:35:23,599 --> 00:35:23,898
你好

1164
00:35:23,898 --> 00:35:24,378
好的

1165
00:35:24,378 --> 00:35:26,789
但说到revolve

1166
00:35:26,789 --> 00:35:27,630
很多人就像

1167
00:35:27,630 --> 00:35:27,829
哦

1168
00:35:27,829 --> 00:35:28,750
我不太明白

1169
00:35:28,750 --> 00:35:30,449
他们卖连衣裙和奢侈品

1170
00:35:30,449 --> 00:35:32,420
还有手袋和包包

1171
00:35:32,420 --> 00:35:34,139
然后开始涉足美容护理

1172
00:35:34,139 --> 00:35:35,429
我不知道

1173
00:35:35,429 --> 00:35:36,329
我真不知道兄弟

1174
00:35:36,329 --> 00:35:38,369
我觉得你可能需要研究一下这个

1175
00:35:38,369 --> 00:35:40,510
你可能得做点研究和revolve

1176
00:35:40,510 --> 00:35:41,690
关于这点我就说这么多

1177
00:35:41,690 --> 00:35:43,210
因为他们确实

1178
00:35:43,210 --> 00:35:44,329
但但回来

1179
00:35:44,329 --> 00:35:45,110
女士们先生们

1180
00:35:45,110 --> 00:35:46,289
我们有很多财报动态

1181
00:35:46,289 --> 00:35:47,650
我们有很多疯狂的事情

1182
00:35:47,650 --> 00:35:49,510
保持长期专注

1183
00:35:49,510 --> 00:35:52,590
确保公司发展方向符合预期

1184
00:35:52,590 --> 00:35:54,159
长期观察他们

1185
00:35:54,159 --> 00:35:57,519
不要只关注市场新手的短期股价

1186
00:35:57,519 --> 00:35:59,519
他们只关注短期股价

1187
00:35:59,519 --> 00:36:01,949
长期运作

1188
00:36:01,949 --> 00:36:02,989
有经验的人

1189
00:36:02,989 --> 00:36:04,329
像我这样的老手

1190
00:36:04,329 --> 00:36:04,989
十七年了

1191
00:36:04,989 --> 00:36:07,679
我们关注企业实际状况

1192
00:36:07,679 --> 00:36:08,659
基本面

1193
00:36:08,659 --> 00:36:09,420
财务数据

1194
00:36:09,420 --> 00:36:10,940
财报会议这些内容

1195
00:36:10,940 --> 00:36:12,219
你需要专注这些

1196
00:36:12,219 --> 00:36:15,340
如果你想提升投资水平到更高层次

1197
00:36:15,340 --> 00:36:16,489
现在

1198
00:36:16,889 --> 00:36:18,190
加入我的私股群组

1199
00:36:18,190 --> 00:36:19,050
申请加入

1200
00:36:19,050 --> 00:36:20,130
在下方评论区点击

1201
00:36:20,130 --> 00:36:21,050
点击那个过滤表单

1202
00:36:21,050 --> 00:36:22,349
我们看看能否在那里获得访问权限

1203
00:36:22,349 --> 00:36:23,789
我所有的课程大纲

1204
00:36:23,789 --> 00:36:24,690
私人Discord

1205
00:36:24,690 --> 00:36:25,199
聊天

1206
00:36:25,199 --> 00:36:25,880
独家内容

1207
00:36:25,880 --> 00:36:26,539
每周视频

1208
00:36:26,539 --> 00:36:27,579
所有这些优质内容

1209
00:36:27,579 --> 00:36:29,260
满满的爱，祝你度过美好一天

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