BV1TadEBzEzH · 请不要叫我梁同学1 00:00:00,000 --> 00:00:00,820 哈喽大家好 2 00:00:00,820 --> 00:00:02,540 欢迎回到阳光财经周末点评 3 00:00:02,540 --> 00:00:03,359 我是SUNY 4 00:00:03,359 --> 00:00:06,389 今天是2026年4月17号星期五 5 00:00:06,389 --> 00:00:08,130 美股一蹦三尺高 6 00:00:08,130 --> 00:00:11,289 标普指数今天又涨了84.78点 7 00:00:11,289 --> 00:00:13,240 涨幅1.2% 8 00:00:13,240 --> 00:00:14,839 川普上台两年 9 00:00:14,839 --> 00:00:17,280 每年4月份就砸一个黄金坑 10 00:00:17,280 --> 00:00:18,750 非常有意思 11 00:00:18,750 --> 00:00:21,370 去年4月见底V型反转后 12 00:00:21,370 --> 00:00:23,149 一路涨到了10月份 13 00:00:23,149 --> 00:00:25,899 今年这轮反攻的力度更强 14 00:00:25,899 --> 00:00:29,949 连续13天强势多头势如破竹 15 00:00:29,949 --> 00:00:32,630 预计快速上涨之后会有休整 16 00:00:32,630 --> 00:00:35,229 但是大趋势已经基本明确 17 00:00:35,229 --> 00:00:37,240 后市仍然是要看涨的 18 00:00:37,240 --> 00:00:39,759 纳斯达克指数也是连续上涨 19 00:00:39,759 --> 00:00:41,880 还出现了多个跳空缺口 20 00:00:41,880 --> 00:00:44,878 目测13天有三个跳空缺口 21 00:00:44,878 --> 00:00:48,539 多头猛拉让空投根本没有反击的机会 22 00:00:48,539 --> 00:00:50,378 结果这么一轮大涨 23 00:00:50,378 --> 00:00:52,350 空头伤亡惨重 24 00:00:52,350 --> 00:00:54,890 我记得两周前最恐慌的时候 25 00:00:54,890 --> 00:00:57,649 有人质问我为什么不止损呐 26 00:00:57,649 --> 00:01:00,189 那要是止损就最亏啦 27 00:01:00,189 --> 00:01:02,649 止损完没有30天又买回来 28 00:01:02,649 --> 00:01:06,019 算是wash sale亏损还不能抵税 29 00:01:06,019 --> 00:01:08,159 那就两头挨打了 30 00:01:08,159 --> 00:01:10,540 美股买入时要慎重考虑 31 00:01:10,540 --> 00:01:13,760 卖出时要考虑的事就更多了 32 00:01:13,760 --> 00:01:15,019 死扛到底 33 00:01:15,019 --> 00:01:18,459 我的公开账户今天又回血3796 34 00:01:18,459 --> 00:01:20,289 涨幅1.94% 35 00:01:20,289 --> 00:01:22,429 像蜗牛一样慢慢的爬 36 00:01:22,429 --> 00:01:24,049 也快回20万了 37 00:01:24,049 --> 00:01:25,689 真是不容易啊 38 00:01:25,689 --> 00:01:28,129 现在账上又基本都是盈利的 39 00:01:28,129 --> 00:01:28,730 仓位 40 00:01:28,730 --> 00:01:30,170 只剩高通了 41 00:01:30,170 --> 00:01:32,390 高通早晚也会回本 42 00:01:32,390 --> 00:01:36,189 今年这样一折腾1/3的时间过去了 43 00:01:36,189 --> 00:01:38,310 还没有收获呢 44 00:01:38,549 --> 00:01:40,629 今天准备下调下KPI 45 00:01:40,629 --> 00:01:43,650 第一步先回到年初数21万 46 00:01:43,650 --> 00:01:46,829 第二步看能不能跑赢存款利息 47 00:01:46,829 --> 00:01:48,670 赚个10%啊 48 00:01:48,670 --> 00:01:50,489 今年就给自己评个优秀员工 49 00:01:50,489 --> 00:01:51,189 好啦 50 00:01:51,189 --> 00:01:53,349 这一轮连续13天的大涨 51 00:01:53,349 --> 00:01:55,370 美股大盘拉直线上涨 52 00:01:55,370 --> 00:01:56,629 中间只有一天 53 00:01:56,629 --> 00:01:58,120 稍微喘了一口气儿 54 00:01:58,120 --> 00:02:00,680 不给空投任何回旋的余地 55 00:02:00,680 --> 00:02:05,549 那踏空的和做空的空投真的是要被逼疯了 56 00:02:05,549 --> 00:02:09,310 甚至有现金头寸的人今天也formal了 57 00:02:09,310 --> 00:02:10,430 怎么办呢 58 00:02:10,430 --> 00:02:13,219 还有没有什么股票是可以买的 59 00:02:13,219 --> 00:02:17,199 有一位观众从微信视频号里面又私信问我 60 00:02:17,199 --> 00:02:20,680 他在等年K线的5年均线位置再抄底 61 00:02:20,680 --> 00:02:23,680 那现在没有等到满仓踏空了 62 00:02:23,680 --> 00:02:25,240 心情非常不好 63 00:02:25,240 --> 00:02:26,199 说到这个 64 00:02:26,199 --> 00:02:30,250 5年均线是我在年度预测中说的一个重要指标 65 00:02:30,250 --> 00:02:33,439 标普指数的年K线一根代表一年 66 00:02:33,439 --> 00:02:34,719 它的ma5 67 00:02:34,719 --> 00:02:35,599 也就是5年 68 00:02:35,599 --> 00:02:37,520 现在过去一二十年 69 00:02:37,520 --> 00:02:40,930 持续支撑指数有强大的支撑作用 70 00:02:40,930 --> 00:02:42,530 2026开年时 71 00:02:42,530 --> 00:02:44,090 指数点位很高 72 00:02:44,090 --> 00:02:45,930 离5年均线太远 73 00:02:45,930 --> 00:02:49,370 因此我断定2026年必有回调 74 00:02:49,370 --> 00:02:52,009 调整的幅度有可能达到1000点 75 00:02:53,050 --> 00:02:55,229 当时我也没想是什么样的原因 76 00:02:55,229 --> 00:02:57,930 结果是伊朗战争的原因 77 00:02:57,930 --> 00:03:00,969 这次回调指数从7002点 78 00:03:00,969 --> 00:03:03,449 最低跌到了6316点 79 00:03:03,449 --> 00:03:05,789 最多跌去了686点 80 00:03:05,789 --> 00:03:07,409 我是说跌1000点 81 00:03:07,409 --> 00:03:10,210 实际上完成了68.6% 82 00:03:10,210 --> 00:03:12,270 方向是说对了啊 83 00:03:12,270 --> 00:03:14,090 只是幅度说多了 84 00:03:14,090 --> 00:03:17,509 标普指数的年K线确实在今年下探 85 00:03:17,509 --> 00:03:19,569 随着V型反转的成立 86 00:03:19,569 --> 00:03:22,599 标普年K线有一条较长的下影线 87 00:03:22,599 --> 00:03:25,879 但我们会发现下影线的最低点 88 00:03:25,879 --> 00:03:29,629 离5年均线还有好几百点的距离呢 89 00:03:29,629 --> 00:03:31,810 美股相当强势啊 90 00:03:31,810 --> 00:03:34,030 如果今年没有更低的低点 91 00:03:34,030 --> 00:03:36,270 那么没有化解完的风险 92 00:03:36,270 --> 00:03:39,084 将会在2027年卷土重来 93 00:03:39,620 --> 00:03:41,719 不过谁管他那么多呢 94 00:03:41,719 --> 00:03:44,050 现在正是大涨特涨的时候 95 00:03:44,050 --> 00:03:46,310 尤其最近空投被噶空了 96 00:03:46,310 --> 00:03:48,889 短时间内都恢复不了元气 97 00:03:48,889 --> 00:03:52,629 在美股做空是一个高危险的活劲儿啊 98 00:03:52,629 --> 00:03:56,250 电影大空头原型berry也就2008年 99 00:03:56,250 --> 00:03:58,060 赌对了一回之后 100 00:03:58,060 --> 00:04:00,879 十几年中资产起起伏伏 101 00:04:00,879 --> 00:04:02,899 很难再赚到什么大钱 102 00:04:02,899 --> 00:04:04,498 整天做空的基金 103 00:04:04,498 --> 00:04:08,389 远不如一个被动管理做多标普指数的基金 104 00:04:08,389 --> 00:04:11,590 在美股唯一般看空不做空 105 00:04:11,590 --> 00:04:13,310 看空是战术性的 106 00:04:13,310 --> 00:04:14,509 暂时性的 107 00:04:14,509 --> 00:04:16,649 看多则是战略性的 108 00:04:16,649 --> 00:04:18,029 长期性的 109 00:04:18,029 --> 00:04:20,019 资金的管理方面 110 00:04:20,019 --> 00:04:23,218 要配合这种长多短空的市场风格 111 00:04:23,218 --> 00:04:25,418 不能全部持有现金 112 00:04:25,418 --> 00:04:29,149 我觉得至少可以一半一半啊 113 00:04:29,149 --> 00:04:31,290 就是50%的优质股票 114 00:04:31,290 --> 00:04:34,860 50%的短期债券或者现金存款 115 00:04:34,860 --> 00:04:36,639 当股票大涨时 116 00:04:36,639 --> 00:04:39,600 我们可以再平衡减少一点股票 117 00:04:39,600 --> 00:04:41,649 补一点短期债券 118 00:04:41,970 --> 00:04:43,610 当股票大跌时 119 00:04:43,610 --> 00:04:47,370 我们也可以再平衡减少一点短期债券 120 00:04:47,370 --> 00:04:50,180 增加一点优质的龙头股票 121 00:04:50,180 --> 00:04:51,720 再平衡之后 122 00:04:51,720 --> 00:04:54,980 保持一个50%对50%的比例 123 00:04:54,980 --> 00:04:57,259 风险偏好激进一点的人 124 00:04:57,259 --> 00:05:00,259 可以把股票仓位设定在70% 125 00:05:00,259 --> 00:05:03,319 现金收益类产品设在30% 126 00:05:03,639 --> 00:05:05,379 这种操作很简单 127 00:05:05,379 --> 00:05:07,240 也不用动太多脑筋 128 00:05:07,240 --> 00:05:09,879 却可以程序化的抄底逃顶 129 00:05:09,879 --> 00:05:11,889 特别适合天天盯盘 130 00:05:11,889 --> 00:05:14,209 却拿得起放不下的人 131 00:05:14,209 --> 00:05:15,829 涨了才formal 132 00:05:15,829 --> 00:05:17,509 要追高买股票 133 00:05:17,509 --> 00:05:19,220 问我行不行 134 00:05:19,660 --> 00:05:21,399 我作为6年财经博主 135 00:05:21,399 --> 00:05:23,660 无数次被问到这样的问题 136 00:05:23,660 --> 00:05:26,678 那么追高行不行呢 137 00:05:26,678 --> 00:05:30,798 在美股只要你选的标的是宽基大盘 138 00:05:30,798 --> 00:05:34,019 比如说VOOOSPYQQQ 139 00:05:34,019 --> 00:05:35,798 追高没有问题 140 00:05:35,798 --> 00:05:38,559 因为大盘创新高只是时间问题 141 00:05:38,559 --> 00:05:40,579 赚多赚少而已 142 00:05:40,579 --> 00:05:43,779 如果选的是基本面非常好的科技股 143 00:05:43,779 --> 00:05:46,029 追高也大概不是问题 144 00:05:46,029 --> 00:05:47,930 但其实我要说的是 145 00:05:47,930 --> 00:05:51,949 投资周期才是决定要不要追高的终极答案 146 00:05:51,949 --> 00:05:53,649 怎么说呢 147 00:05:53,649 --> 00:05:57,269 长期投资者一买就要拿个35年 148 00:05:57,269 --> 00:05:59,129 买到个便宜的价格 149 00:05:59,129 --> 00:06:01,389 有利于获得更高的收益率 150 00:06:01,389 --> 00:06:03,149 比如一只龙头股票 151 00:06:03,149 --> 00:06:05,110 一个人用500块买到 152 00:06:05,110 --> 00:06:07,470 另一个人用350买到 153 00:06:07,470 --> 00:06:09,629 同样未来涨到1000 154 00:06:09,629 --> 00:06:10,850 追高的人 155 00:06:10,850 --> 00:06:12,629 收益率是百分之百 156 00:06:12,629 --> 00:06:16,779 抄底的人呢收益率达到185% 157 00:06:16,779 --> 00:06:21,180 长线投资大跌买进涨了就持有不动 158 00:06:21,180 --> 00:06:23,089 节省税收的支出 159 00:06:23,089 --> 00:06:25,350 对于长线价值投资来说 160 00:06:25,350 --> 00:06:26,709 大跌可以买 161 00:06:26,709 --> 00:06:28,550 追高也可以买 162 00:06:28,550 --> 00:06:31,418 最后只是盈利幅度的区别而已 163 00:06:31,418 --> 00:06:33,319 短线投资就不一样了 164 00:06:33,319 --> 00:06:34,499 如果大跌了 165 00:06:34,499 --> 00:06:38,660 买容易套牢股票下跌时没有最低 166 00:06:38,660 --> 00:06:40,100 只有更低呀 167 00:06:40,100 --> 00:06:42,629 谁知道买完了会不会继续跌 168 00:06:42,629 --> 00:06:47,290 短线短线就是期待买了快点涨好出手 169 00:06:47,290 --> 00:06:49,500 套牢了就不好出手了 170 00:06:49,500 --> 00:06:51,680 所以短线要顺趋势 171 00:06:51,680 --> 00:06:54,259 在大涨的时候勇敢追高 172 00:06:54,259 --> 00:06:56,839 当股价刚刚突破新高时 173 00:06:56,839 --> 00:06:59,399 说明这可能是新一波上涨的来临 174 00:06:59,399 --> 00:07:00,740 果断追高 175 00:07:00,740 --> 00:07:02,740 可以搭上趋势的顺风车 176 00:07:02,740 --> 00:07:04,310 快速获利 177 00:07:04,589 --> 00:07:07,410 获利时你也别贪心啊 178 00:07:07,410 --> 00:07:09,459 有赚就可以获利卖出 179 00:07:09,459 --> 00:07:11,899 再来一个短线要追啊 180 00:07:11,899 --> 00:07:12,980 就要早追 181 00:07:12,980 --> 00:07:14,459 不要犹豫不决 182 00:07:14,459 --> 00:07:16,579 突破后又涨了很多了 183 00:07:16,579 --> 00:07:18,000 才想追进去 184 00:07:18,000 --> 00:07:20,740 你一追刚好追到了最高点 185 00:07:20,740 --> 00:07:22,300 先锁定范围 186 00:07:22,300 --> 00:07:24,079 标普500家公司 187 00:07:24,079 --> 00:07:26,350 他们的基本面有点保障 188 00:07:26,350 --> 00:07:30,949 然后在这些个股当中去找形态上刚刚突破 189 00:07:30,949 --> 00:07:32,589 要么刚刚创新高 190 00:07:32,589 --> 00:07:34,779 要么出现了压力线的突破 191 00:07:34,779 --> 00:07:38,038 那么这个可能就是短线可以买的个股啦 192 00:07:38,038 --> 00:07:40,038 今天消息面非常乐观 193 00:07:40,038 --> 00:07:43,038 在以色列和黎巴嫩停火十天期间 194 00:07:43,038 --> 00:07:45,970 伊朗宣布重新开放霍尔木兹海峡 195 00:07:45,970 --> 00:07:48,110 允许商业船只通行 196 00:07:48,110 --> 00:07:51,930 船只必须按照伊朗海事当局公布的协调航线 197 00:07:52,990 --> 00:07:54,430 航线图显示 198 00:07:54,430 --> 00:07:58,560 最近24小时有12艘船通过了海峡 199 00:07:58,560 --> 00:08:00,819 川普发帖子表示感谢 200 00:08:00,819 --> 00:08:02,120 但没有承诺 201 00:08:02,120 --> 00:08:05,579 美国也要解除对霍尔木兹海峡的封锁 202 00:08:05,860 --> 00:08:08,800 美伊谈判代表可能会在周末再次谈判 203 00:08:08,800 --> 00:08:12,408 这也为周末的消息面留下了不少的悬念 204 00:08:12,408 --> 00:08:16,228 因为目前市场对战争结束的定价已经较高 205 00:08:16,228 --> 00:08:20,158 连续上涨就是对战争结束的提前反应 206 00:08:20,158 --> 00:08:22,259 周末消息如果是利好 207 00:08:22,259 --> 00:08:23,019 那就好 208 00:08:23,019 --> 00:08:24,459 如果是利空呢 209 00:08:24,459 --> 00:08:27,639 那可能就会对股市有一次性冲击 210 00:08:28,079 --> 00:08:29,899 协议是不是能够达成 211 00:08:29,899 --> 00:08:33,100 核心在于伊朗能否在国际社会监督下 212 00:08:33,100 --> 00:08:35,340 销毁和转运浓缩铀 213 00:08:35,340 --> 00:08:38,019 传闻是美国解冻200亿美元的 214 00:08:38,019 --> 00:08:39,960 伊朗冻结资金为条件 215 00:08:39,960 --> 00:08:42,538 让伊朗放弃浓缩铀库存 216 00:08:42,538 --> 00:08:45,219 但是这个消息后来被川普否认了 217 00:08:48,538 --> 00:08:51,818 这样一来通胀风险有所消退 218 00:08:51,818 --> 00:08:54,139 油价跌则美股上涨 219 00:08:54,139 --> 00:08:57,230 这是最近一段时间以来的跷跷板效应 220 00:08:57,230 --> 00:09:00,649 不过货币政策存在巨大不确定性 221 00:09:02,710 --> 00:09:04,789 务实获得川普提名后 222 00:09:04,789 --> 00:09:06,769 迟迟不见参议院审议 223 00:09:06,769 --> 00:09:08,889 下周终于要开听证会 224 00:09:08,889 --> 00:09:12,240 沃什将在听证会上向参议院报告 225 00:09:12,240 --> 00:09:15,019 沃什在2008年金融危机时 226 00:09:15,019 --> 00:09:17,240 反对量化宽松和扩表 227 00:09:17,240 --> 00:09:21,599 这是他以一个鹰派官员的印象被人们所记住 228 00:09:21,599 --> 00:09:23,230 他想要缩表 229 00:09:23,230 --> 00:09:25,509 而且据说现在的美联储 230 00:09:25,509 --> 00:09:28,009 内部开始有支持缩表的人啦 231 00:09:32,100 --> 00:09:35,299 卧室要是上台就开始大搞缩表 232 00:09:35,299 --> 00:09:38,659 是不是会结束美股的长牛行情呢 233 00:09:38,899 --> 00:09:42,099 下周他的听证会就可以看出一些端倪 234 00:09:42,099 --> 00:09:45,019 所谓的缩减美联储资产负债表 235 00:09:45,019 --> 00:09:48,389 是同时减少美联储的资产和负债 236 00:09:48,389 --> 00:09:50,210 一边减少持有国债 237 00:09:53,139 --> 00:09:57,240 金融机构流动性收缩会影响股市的资金面 238 00:09:57,240 --> 00:09:58,840 缩表不利于股市 239 00:09:58,840 --> 00:10:01,259 是之前被市场所验证过的 240 00:10:01,259 --> 00:10:03,460 所以川普提名落实之后 241 00:10:03,460 --> 00:10:04,919 股市一度大跌 242 00:10:04,919 --> 00:10:06,659 就是这个原因 243 00:10:07,019 --> 00:10:09,940 下周听证会是市场全面评估 244 00:10:09,940 --> 00:10:12,869 落实上台后货币政策的一个窗口 245 00:10:12,869 --> 00:10:15,469 它是以什么样的速度缩表 246 00:10:15,469 --> 00:10:16,869 如何缩表 247 00:10:16,869 --> 00:10:18,940 股市会有什么样的代价 248 00:10:18,940 --> 00:10:22,980 都将是下周二卧室听证会重点关注的话题 249 00:10:23,379 --> 00:10:26,779 国会对卧室一定是严加审问啊 250 00:10:26,779 --> 00:10:28,700 到底是披着鹰皮的歌 251 00:10:28,700 --> 00:10:30,500 还是真的是鹰 252 00:10:30,779 --> 00:10:32,860 他到底是川普安排到美联储 253 00:10:32,860 --> 00:10:35,240 用于控制货币政策的传声筒 254 00:10:35,240 --> 00:10:37,440 还是要激进行动的强硬 255 00:10:37,440 --> 00:10:40,840 鹰派国会议员正在擦亮眼睛 256 00:10:40,840 --> 00:10:44,889 看着除了卧室听证会这一潜在的风险点 257 00:10:44,889 --> 00:10:45,950 下周起 258 00:10:45,950 --> 00:10:48,490 科技巨头的财报将陆续出炉 259 00:10:48,490 --> 00:10:51,570 这将成为伊朗战争消停之后 260 00:10:51,570 --> 00:10:54,149 市场最重要的行动线索 261 00:10:54,149 --> 00:10:57,000 昨天纳威公布财报后大跌 262 00:10:57,000 --> 00:10:59,299 一季度财报超过了预期 263 00:10:59,299 --> 00:11:02,279 但二季度指引不达预期的情况下 264 00:11:02,279 --> 00:11:04,850 股价下跌了9.75% 265 00:11:04,850 --> 00:11:08,490 市场对科技明星股的要求还是比较高的 266 00:11:08,490 --> 00:11:13,000 任何一项不达预期都有可能拿起来重锤 267 00:11:13,279 --> 00:11:15,340 那下周谁要披露财报 268 00:11:15,340 --> 00:11:16,399 接受审判呢 269 00:11:17,440 --> 00:11:19,519 下周最重要的财报是特斯拉 270 00:11:19,519 --> 00:11:21,818 时间是4月22号 271 00:11:21,818 --> 00:11:25,590 特斯拉一季度交车数据已经在4月初公布 272 00:11:25,590 --> 00:11:27,769 一季度生产40.8万 273 00:11:27,769 --> 00:11:29,509 交付35.8万 274 00:11:29,509 --> 00:11:31,610 低于市场当时的预期 275 00:11:31,610 --> 00:11:32,950 车卖不好 276 00:11:32,950 --> 00:11:34,950 财报不会有太好的数字 277 00:11:34,950 --> 00:11:39,549 ZX市场的预测是营业收入219.2亿 278 00:11:39,549 --> 00:11:41,779 每股收益36美分 279 00:11:42,139 --> 00:11:45,100 IBK2平台统计的分析师一致预期 280 00:11:45,100 --> 00:11:46,100 数据显示 281 00:11:46,100 --> 00:11:49,080 市场的预期营收是228亿 282 00:11:49,080 --> 00:11:50,669 高出了许多 283 00:11:50,669 --> 00:11:53,450 每股收益预期是39美分 284 00:11:53,450 --> 00:11:56,639 也高于ZX他们的预测啊 285 00:11:56,639 --> 00:11:59,480 所以市场的预测区间大约在营收 286 00:11:59,480 --> 00:12:02,450 219.2亿到228亿之间 287 00:12:02,450 --> 00:12:05,960 EPS在36~39美分之间 288 00:12:06,320 --> 00:12:08,159 除了电动车收入之外 289 00:12:08,159 --> 00:12:09,840 储能业务增长较快 290 00:12:09,840 --> 00:12:11,990 达到了8.8几瓦 291 00:12:11,990 --> 00:12:14,590 特斯拉的财报虽然可能不怎么样 292 00:12:14,590 --> 00:12:17,539 但股价并不一定只会下跌 293 00:12:17,539 --> 00:12:21,659 市场博弈的重点将在AI投入机器人 294 00:12:21,659 --> 00:12:23,519 出租车的增长预期 295 00:12:23,519 --> 00:12:26,000 平价车型推出的时间等 296 00:12:26,000 --> 00:12:28,799 本周特斯拉AI5芯片流片 297 00:12:28,799 --> 00:12:31,779 使电车企业摇身一变成了芯片股 298 00:12:31,779 --> 00:12:33,879 也是短期炒作的热点 299 00:12:33,879 --> 00:12:34,899 总的来说 300 00:12:34,899 --> 00:12:36,980 特斯拉不怕业绩一般 301 00:12:36,980 --> 00:12:39,289 怕的是消息面平淡 302 00:12:39,289 --> 00:12:40,889 只要有消息刺激 303 00:12:40,889 --> 00:12:42,330 它就会吸引眼球 304 00:12:42,330 --> 00:12:43,970 吸引热钱炒作 305 00:12:43,970 --> 00:12:45,779 从而涨上一波 306 00:12:45,779 --> 00:12:48,860 同天放榜的还有ServiceNow 307 00:12:48,860 --> 00:12:50,720 下周二的21号 308 00:12:50,720 --> 00:12:53,519 直觉外科和联合健康发布财报 309 00:12:53,519 --> 00:12:57,308 23号是英特尔这次逆袭的芯片股 310 00:12:57,308 --> 00:12:59,139 也会交出成绩单 311 00:12:59,139 --> 00:13:02,860 市场将重新回到上市公司业绩这一投资的基础 312 00:13:02,860 --> 00:13:03,620 上面 313 00:13:03,620 --> 00:13:07,879 市场关于战争的噪音啊将逐渐淡化 314 00:13:08,240 --> 00:13:10,820 好的公司在市场恐慌的时候 315 00:13:10,820 --> 00:13:12,419 给出了比较低的价格 316 00:13:12,419 --> 00:13:14,230 是买入的良机 317 00:13:14,230 --> 00:13:16,509 但市场已经不恐慌了 318 00:13:16,509 --> 00:13:18,809 甚至有些股票还创新高啦 319 00:13:18,809 --> 00:13:22,849 那业绩就成了股价是否稳得住的试金石 320 00:13:23,208 --> 00:13:24,889 标普指数V型反转 321 00:13:24,889 --> 00:13:28,788 再次证明他从来没有输过一场战争啊 322 00:13:28,788 --> 00:13:31,548 美股确实很牛好 323 00:13:31,548 --> 00:13:32,989 今天的节目就分享到这里 324 00:13:32,989 --> 00:13:33,869 感谢大家收看 325 00:13:33,869 --> 00:13:34,969 祝大家周末愉快 326 00:13:34,969 --> 00:13:36,349 我们下期节目再见 327 00:13:36,349 --> 00:13:37,159 拜拜
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