BV1U4V267EL3 · 请不要叫我梁同学1 00:00:05,280 --> 00:00:06,000 大家好 2 00:00:06,000 --> 00:00:08,000 今天是6月2日星期二 3 00:00:08,000 --> 00:00:10,000 我们继续分析美股 4 00:00:10,000 --> 00:00:13,400 本期内容包括对基本面进行跟进 5 00:00:13,400 --> 00:00:16,280 随后分析大盘指数和热门股票 6 00:00:16,280 --> 00:00:18,440 我们先看基本面 7 00:00:19,120 --> 00:00:20,899 职位空缺激增 8 00:00:20,899 --> 00:00:21,960 招聘放缓 9 00:00:22,960 --> 00:00:27,089 美国4月劳动力市场呈现冰火两重天 10 00:00:27,089 --> 00:00:29,449 职位空缺大幅攀升 11 00:00:29,449 --> 00:00:32,270 美国劳工部最新数据显示 12 00:00:32,270 --> 00:00:36,869 4月职位空缺数意外激增至760万个 13 00:00:36,869 --> 00:00:38,390 远超市场预期 14 00:00:38,390 --> 00:00:41,100 即3月份的690万个 15 00:00:41,100 --> 00:00:43,820 创下近两年来的新高 16 00:00:43,939 --> 00:00:49,259 职位空缺率也从4.2%显著升至4.6% 17 00:00:49,259 --> 00:00:53,049 表明劳动力市场需求依然旺盛 18 00:00:53,049 --> 00:00:55,959 企业实际招聘降温 19 00:00:55,959 --> 00:00:58,378 尽管岗位需求增多 20 00:00:58,378 --> 00:01:01,969 但企业实际招聘行动趋于谨慎 21 00:01:01,969 --> 00:01:07,989 4月招聘率从3月的3.5%回落至3.2% 22 00:01:07,989 --> 00:01:12,670 当月成功入职新岗位的人数约为510万 23 00:01:12,670 --> 00:01:15,069 较上月有所减少 24 00:01:15,069 --> 00:01:20,829 反映出企业在扩招方面仍保持相对克制的态度 25 00:01:21,150 --> 00:01:24,009 裁员与离职率双降 26 00:01:24,009 --> 00:01:29,780 4月裁员率由上月的1.2%小幅降至1.1% 27 00:01:29,780 --> 00:01:34,250 说明企业大规模削减岗位的情况并未出现 28 00:01:34,250 --> 00:01:40,900 同时衡量员工跳槽意愿的主动离职率由2%降至1.9% 29 00:01:40,900 --> 00:01:42,900 追平近年低点 30 00:01:42,900 --> 00:01:49,219 反映劳动者在当前经济环境下换工作的信心不足 31 00:01:50,269 --> 00:01:52,640 行业需求分化明显 32 00:01:52,640 --> 00:02:00,000 本轮职位空缺的增长几乎全部集中在专业与商业服务领域 33 00:02:00,000 --> 00:02:02,280 单行业新增大量岗位 34 00:02:02,280 --> 00:02:08,569 侧面反映出人工智能等新兴技术正在改变用工需求结构 35 00:02:08,569 --> 00:02:14,710 而金融活动等领域的职位空缺则出现了一定程度的减少 36 00:02:14,990 --> 00:02:17,449 经济下行风险可控 37 00:02:17,449 --> 00:02:20,639 整体就业环境大盘平稳 38 00:02:20,639 --> 00:02:23,039 偏低的裁员数据表明 39 00:02:23,039 --> 00:02:26,639 目前没有出现经济大幅下行的征兆 40 00:02:26,639 --> 00:02:32,120 不过持续的经济不确定性压制了企业的扩招意愿 41 00:02:32,120 --> 00:02:37,240 市场后续将关注周五发布的5月非农就业报告 42 00:02:37,240 --> 00:02:39,960 以研判全貌 43 00:02:41,900 --> 00:02:47,139 黄仁勋钦点下一家万亿巨头迈威尔 44 00:02:48,400 --> 00:02:52,000 连接技术引爆AI基建新风口 45 00:02:52,000 --> 00:02:55,000 黄仁勋预言引爆市场 46 00:02:55,000 --> 00:02:57,240 在电脑展上 47 00:02:57,240 --> 00:03:04,370 英伟达CEO黄仁勋公开将marvel誉为下一家万亿美元公司 48 00:03:04,370 --> 00:03:06,210 这一极具分量的表态 49 00:03:06,210 --> 00:03:08,110 直接点燃了市场热情 50 00:03:08,110 --> 00:03:11,709 推动公司股价在周二大幅飙升 51 00:03:11,709 --> 00:03:17,370 展现出行业巨头言论对资本市场的强大号召力 52 00:03:17,370 --> 00:03:20,069 AI连接能力至关重要 53 00:03:20,069 --> 00:03:21,560 黄仁勋指出 54 00:03:21,560 --> 00:03:26,460 随着AI计算任务被拆解并分布到整个数据中心 55 00:03:26,460 --> 00:03:29,569 连接能力变得不可或缺 56 00:03:30,050 --> 00:03:32,969 marvel的网络与连接芯片 57 00:03:32,969 --> 00:03:36,599 能够实现芯片间数据的快速共享 58 00:03:36,599 --> 00:03:38,500 是汇聚总算力 59 00:03:38,500 --> 00:03:40,979 内存与带宽的关键 60 00:03:40,979 --> 00:03:44,579 这正是其核心价值所在 61 00:03:45,019 --> 00:03:47,618 英伟达重金战略投资 62 00:03:47,618 --> 00:03:52,199 英伟达近期已承诺向该公司投资20亿美元 63 00:03:52,199 --> 00:03:56,659 双方正深化在光子技术等领域的合作 64 00:03:56,659 --> 00:03:59,919 光子技术利用光传输数据 65 00:03:59,919 --> 00:04:03,310 比传统电力传输更高效 66 00:04:03,310 --> 00:04:06,389 这一战略注资不仅巩固了双方关系 67 00:04:06,389 --> 00:04:11,430 也印证了公司在AI生态中的重要地位 68 00:04:12,819 --> 00:04:15,240 数据中心业务表现强劲 69 00:04:15,240 --> 00:04:19,660 该公司专注于设计高性能数据基础设施 70 00:04:19,660 --> 00:04:24,718 芯片业务覆盖AI云计算及5G等领域 71 00:04:24,718 --> 00:04:27,060 其最新财报显示 72 00:04:27,060 --> 00:04:30,680 得益于数据中心业务的强劲拉动 73 00:04:30,680 --> 00:04:32,939 公司营收超出预期 74 00:04:32,939 --> 00:04:36,959 并预测本财年将继续保持增长态势 75 00:04:36,959 --> 00:04:39,220 基本面十分扎实 76 00:04:39,220 --> 00:04:42,918 AI基建瓶颈发生转移 77 00:04:43,439 --> 00:04:46,699 随着AI进入分布式计算时代 78 00:04:46,699 --> 00:04:52,158 基础设施的瓶颈正从算力内存向连接领域转移 79 00:04:52,158 --> 00:04:55,338 该公司作为连接领域领导者 80 00:04:55,338 --> 00:04:59,100 其技术和产品恰好契合了这一行业趋势 81 00:04:59,100 --> 00:05:02,180 因此在AI大规模落地过程中 82 00:05:02,180 --> 00:05:05,300 迎来了巨大的发展机遇 83 00:05:07,800 --> 00:05:10,779 SPACEX冲刺史上最大IPO 84 00:05:10,779 --> 00:05:15,290 马斯克遇压降投行佣金 85 00:05:15,290 --> 00:05:18,139 晨星直指估值泡沫 86 00:05:18,379 --> 00:05:21,930 SPACEX谈判压低承销费率 87 00:05:21,930 --> 00:05:23,329 知情人士透露 88 00:05:23,329 --> 00:05:26,829 SPACEX正与承销投行谈判 89 00:05:26,829 --> 00:05:32,470 计划将IPO承销费率压低至0.75%以下 90 00:05:32,470 --> 00:05:34,089 尽管费率极低 91 00:05:34,089 --> 00:05:38,959 但由于高达750亿美元的庞大募资基数 92 00:05:38,959 --> 00:05:42,800 由全球顶级投行组成的承销团 93 00:05:42,800 --> 00:05:49,300 预计仍将获得总计约5亿美元的丰厚佣金收入 94 00:05:49,300 --> 00:05:53,850 高盛与大摩领衔承销银团 95 00:05:54,129 --> 00:05:55,870 高盛摩根士丹利 96 00:05:55,870 --> 00:05:57,110 美银证券 97 00:05:57,110 --> 00:06:04,149 花旗和摩根大通担任此次IPO的联合账簿管理人领导者 98 00:06:04,149 --> 00:06:08,529 由20余家投行组成的承销银团 99 00:06:08,529 --> 00:06:13,350 其中作为联席主承销商的高盛与摩根士丹利 100 00:06:13,350 --> 00:06:17,560 预计将在此次交易中分得最大份额的佣金 101 00:06:17,560 --> 00:06:20,589 冲击史上最大规模IPO记录 102 00:06:20,589 --> 00:06:24,370 SPACEX计划于6月4日启动路演 103 00:06:24,370 --> 00:06:27,339 最早6月12日正式挂牌 104 00:06:27,339 --> 00:06:31,579 此次IPO目标估值约1.75万亿美元 105 00:06:31,579 --> 00:06:33,199 若顺利实施 106 00:06:33,199 --> 00:06:35,319 将超越沙特阿美 107 00:06:35,319 --> 00:06:42,180 创下全球资本市场历史上规模最大的首次公开募股记录 108 00:06:43,220 --> 00:06:45,699 辰星估值不及目标一半 109 00:06:45,699 --> 00:06:51,389 晨星分析师将SPACEX估值定为7800亿美元 110 00:06:51,870 --> 00:06:55,189 不足其拟定IPO目标估值的一半 111 00:06:55,189 --> 00:06:56,529 分析师指出 112 00:06:56,529 --> 00:06:59,870 公司旗下人工智能业务前景存疑 113 00:06:59,870 --> 00:07:02,129 商业模式尚不清晰 114 00:07:02,129 --> 00:07:06,120 且需直面OpenAI等巨头的激烈竞争 115 00:07:06,120 --> 00:07:09,240 AI与星链业务面临挑战 116 00:07:09,240 --> 00:07:11,629 晨星分析师警示 117 00:07:11,629 --> 00:07:17,908 SPACEX的AI潜力依托于尚未落地的轨道数据中心技术 118 00:07:17,908 --> 00:07:22,560 而星链业务也存在诸多不可控的技术难题 119 00:07:22,560 --> 00:07:23,560 机构认为 120 00:07:23,560 --> 00:07:26,490 当前估值显著偏高 121 00:07:26,490 --> 00:07:32,410 投资者在IPO后有望在更合理的价位买入该股 122 00:07:33,740 --> 00:07:36,360 好我们看一下今天市场的表现 123 00:07:36,360 --> 00:07:38,560 今天纳指期货微涨一点点 124 00:07:38,560 --> 00:07:41,639 我们看到市场的震荡了好久之后 125 00:07:41,639 --> 00:07:44,490 最终呢还是收出了阳线哈 126 00:07:44,889 --> 00:07:47,089 确实啊力度比原来要弱一些 127 00:07:47,089 --> 00:07:49,370 我们看一下日内的5分钟图表 128 00:07:50,569 --> 00:07:53,970 那我们在欧洲早期时段的时候录制节目 129 00:07:53,970 --> 00:07:56,129 盘前的时候是在这一片儿哈 130 00:07:56,129 --> 00:07:58,750 那么市场经过了漫长的震荡之后 131 00:07:58,750 --> 00:08:02,048 选择了向上测试这个位置 132 00:08:02,048 --> 00:08:04,848 这也是我们盘前预测的一个点位哈 133 00:08:04,848 --> 00:08:08,689 说今天多头有可能去测试当当前这个阻力区 134 00:08:08,689 --> 00:08:11,389 我们看到美股时段的交易机会呢 135 00:08:11,389 --> 00:08:14,990 主要是在开盘之后啊 136 00:08:14,990 --> 00:08:17,129 拉升回落会好一点哈 137 00:08:17,129 --> 00:08:19,029 因为这一片的震荡行情 138 00:08:19,029 --> 00:08:21,850 你需要去把它向上突破哦 139 00:08:22,170 --> 00:08:24,410 有一个回踩止低会好一点 140 00:08:24,410 --> 00:08:27,449 当然如果你在这里做罐头皮交易 141 00:08:27,449 --> 00:08:29,649 其实难度还是比较大的对吧 142 00:08:29,649 --> 00:08:31,730 那么美股在开盘之后啊 143 00:08:31,730 --> 00:08:33,110 向上强劲的拉升 144 00:08:33,110 --> 00:08:37,840 回踩止跌才是较好的做多头交易的一个机会啊 145 00:08:37,840 --> 00:08:41,940 那今天的大部分时间段呢还是以震荡行情为主 146 00:08:41,940 --> 00:08:47,328 主要是因为它还处在上方的阻力区的下方或者附近吧 147 00:08:47,750 --> 00:08:50,210 那么这里的交易难度也比较大哈 148 00:08:50,210 --> 00:08:53,289 当前的市场再次测试到这个阻力区域哈 149 00:08:53,289 --> 00:08:56,090 我们要提防着接下来一个时段继续掉下来 150 00:08:56,090 --> 00:08:58,019 这种悲观的情形 151 00:08:58,019 --> 00:09:03,570 因为是市场呢目前处在短线范围内的一个震荡行情内部哈 152 00:09:03,570 --> 00:09:06,570 多头呢已经变得较为弱势了啊 153 00:09:06,570 --> 00:09:08,828 我们再感受一下日线 154 00:09:09,149 --> 00:09:12,168 日线的趋势波段应该是没有改变哈 155 00:09:12,168 --> 00:09:18,109 但是近期的走势呢啊在日内看来就是有很多震荡对吧 156 00:09:18,620 --> 00:09:22,289 好暂时还没有太大的风险啊 157 00:09:22,289 --> 00:09:24,029 我们看一下小盘股 158 00:09:24,029 --> 00:09:27,049 罗素今天是收出了阳线哈 159 00:09:27,049 --> 00:09:29,389 目前空投没有使劲的反攻 160 00:09:29,389 --> 00:09:31,089 没有用力 161 00:09:31,489 --> 00:09:35,350 我们看一下5分钟图嗯 162 00:09:35,870 --> 00:09:38,990 目前它也是一个相对的一个高位震荡哈 163 00:09:38,990 --> 00:09:40,350 但如果你觉得它要涨 164 00:09:40,350 --> 00:09:43,230 你应该继续做多就做多就可以了 165 00:09:43,460 --> 00:09:46,759 好今天的一个美股时段是在这里哈 166 00:09:46,759 --> 00:09:50,679 拉升回落给了一个AABC回调直接之后可以做多 167 00:09:50,679 --> 00:09:51,980 但是后续的走势呢 168 00:09:51,980 --> 00:09:53,519 其实多头没有那么强势 169 00:09:53,519 --> 00:09:54,840 有一个大幅的回调 170 00:09:54,840 --> 00:09:58,419 这里然后再次测试今天的日内高点 171 00:09:58,820 --> 00:09:59,539 好 172 00:09:59,539 --> 00:10:01,700 日线级别比较简单哈 173 00:10:01,700 --> 00:10:05,759 日线级别就是说啊之前的多头还在里边 174 00:10:05,759 --> 00:10:07,700 无需理睬 175 00:10:09,440 --> 00:10:11,059 嗯我们看一下道指 176 00:10:11,059 --> 00:10:12,679 道指今天是阳线 177 00:10:12,679 --> 00:10:15,089 比较符合我们的想法 178 00:10:15,408 --> 00:10:17,589 而且今天阳气还比较漂亮 179 00:10:17,589 --> 00:10:20,700 我们看一下5分钟图嗯 180 00:10:22,279 --> 00:10:24,039 我们主要看美股时段吧 181 00:10:24,039 --> 00:10:27,909 啊这里这里开盘拉伤啊 182 00:10:27,909 --> 00:10:29,349 拉伤之后啊 183 00:10:29,349 --> 00:10:31,208 给了一个大幅的下挫啊 184 00:10:31,208 --> 00:10:32,168 大幅的下跌 185 00:10:32,168 --> 00:10:33,928 这里止跌止跌之后啊 186 00:10:33,928 --> 00:10:36,298 止跌止跌再指点 187 00:10:36,298 --> 00:10:38,759 可以在这根阳线的上方做多 188 00:10:38,759 --> 00:10:39,578 做多之后 189 00:10:39,578 --> 00:10:42,158 我们发现开盘的这个高点被测试了一下 190 00:10:42,158 --> 00:10:44,599 又又是小小型的回落哈 191 00:10:44,599 --> 00:10:46,938 我们发现这波空头变弱了哈 192 00:10:46,938 --> 00:10:49,038 比这个开盘这几根阴线 193 00:10:49,038 --> 00:10:54,509 那么后续呢可以找一个比如说啊一个突破点位啊 194 00:10:54,509 --> 00:10:56,970 再去做多就可以了是吧 195 00:10:56,970 --> 00:10:59,470 所以今天的主要交易机会在这里啊 196 00:10:59,470 --> 00:11:03,389 在这个位置做和在这里做都可以哈 197 00:11:03,389 --> 00:11:06,480 我看到尾盘还在拉升哈 198 00:11:06,879 --> 00:11:09,100 好我们再看一下日线 199 00:11:09,100 --> 00:11:14,159 今天它的日线呢比另外几个啊表现都还不错 200 00:11:15,059 --> 00:11:16,559 我们看一下标普 201 00:11:16,559 --> 00:11:19,259 标普今天反倒是涨幅最小的一个 202 00:11:19,259 --> 00:11:23,450 这是为什么呢啊另外另外三个都长得还可以啊 203 00:11:23,450 --> 00:11:26,149 标普今天有点弱是吧 204 00:11:26,149 --> 00:11:29,129 今天这个日线是有长长的下影线 205 00:11:29,129 --> 00:11:32,870 我们看一下5分钟图嗯 206 00:11:34,379 --> 00:11:35,899 额在哪开盘 207 00:11:35,899 --> 00:11:39,279 这哎这跟这个这个走势呢跟那个纳指是类似哈 208 00:11:39,279 --> 00:11:42,230 在这里开盘之后给了一波拉升啊 209 00:11:42,230 --> 00:11:44,029 然后给了一个漫长的回调 210 00:11:44,029 --> 00:11:45,889 当前呢是应该做多啊 211 00:11:45,889 --> 00:11:48,169 因为如果你画这个下跌趋势线啊 212 00:11:48,169 --> 00:11:50,409 应该做多对 213 00:11:50,409 --> 00:11:51,450 好同理啊 214 00:11:51,450 --> 00:11:53,269 在这个欧洲时代后半段啊 215 00:11:53,269 --> 00:11:54,610 在这儿也是一样 216 00:11:54,610 --> 00:11:58,169 头回弹直体拉升回落直体做多 217 00:11:58,419 --> 00:12:00,940 但是还没有有效的创新高啊 218 00:12:00,940 --> 00:12:02,500 就如我们刚才所说哈 219 00:12:02,500 --> 00:12:03,799 目前纳指也好 220 00:12:03,799 --> 00:12:05,450 标普他们俩类似 221 00:12:05,450 --> 00:12:07,470 都在前期阻力区的下方 222 00:12:07,470 --> 00:12:11,929 因此还是要提防进一进一步震荡这种可能性啊 223 00:12:11,929 --> 00:12:14,169 好我们再看一下日线 224 00:12:14,169 --> 00:12:16,669 日线看起来像是一根阳线是吧 225 00:12:16,669 --> 00:12:19,190 但是他不是一个特别强势的阳线啊 226 00:12:19,190 --> 00:12:21,250 因为他没有去创新高 227 00:12:21,490 --> 00:12:24,269 这个数字标在了昨天K线的考点上方啊 228 00:12:24,269 --> 00:12:27,419 所以这这里还是一个横盘嗯 229 00:12:28,759 --> 00:12:30,259 好这是这几个 230 00:12:30,259 --> 00:12:35,080 我们看一下黄金的这里哈 231 00:12:35,080 --> 00:12:39,210 黄金黄金今天是一个十字星K线啊 232 00:12:39,210 --> 00:12:41,750 你看他这个局部的日线K线 233 00:12:41,750 --> 00:12:44,799 它在这里有一个漫长的横横盘哈 234 00:12:44,799 --> 00:12:47,419 表明这里边多空双方其实没了主意 235 00:12:47,419 --> 00:12:49,240 也就是说接下来是崩盘 236 00:12:49,240 --> 00:12:50,299 继续暴跌 237 00:12:50,299 --> 00:12:52,000 还是恢复到震荡行情 238 00:12:52,000 --> 00:12:54,960 目前没有给出答案 239 00:12:55,639 --> 00:12:58,860 我们看一下5分钟图嗯 240 00:12:58,860 --> 00:13:02,100 我们欧洲时代亚欧时段在这里画了趋势线哈 241 00:13:03,100 --> 00:13:04,539 那么多头破位之后啊 242 00:13:04,539 --> 00:13:07,899 趋势趋势破位之后应该离场哈 243 00:13:08,429 --> 00:13:10,070 所以今天的交易难度比较大 244 00:13:10,070 --> 00:13:12,110 因为日线图是一个十字星K线啊 245 00:13:12,110 --> 00:13:19,809 所以这是一个呃啊比较交易难度比较大的一个那个标的 246 00:13:20,679 --> 00:13:25,399 今天的这个美股时段是在这里开盘啊 247 00:13:25,399 --> 00:13:27,919 这里开盘开盘之后选择了下挫 248 00:13:27,919 --> 00:13:29,320 延续了一个下跌 249 00:13:29,320 --> 00:13:33,009 我估计呢市场有这个测试低点的这种意图啊 250 00:13:33,009 --> 00:13:34,370 那么反弹无力啊 251 00:13:34,370 --> 00:13:35,129 这里反弹无力 252 00:13:35,129 --> 00:13:37,049 应该继续找机会做空 253 00:13:37,330 --> 00:13:38,570 我们看到尾盘呢 254 00:13:38,570 --> 00:13:40,470 其实反弹的力度还不够强啊 255 00:13:40,470 --> 00:13:42,429 我们把下跌趋势画好 256 00:13:42,429 --> 00:13:43,990 如果多数想要做多的话 257 00:13:43,990 --> 00:13:46,590 势必还需要一个强势的阳线才行啊 258 00:13:46,590 --> 00:13:48,899 现在感觉阳线不是太强 259 00:13:48,899 --> 00:13:50,580 这里有一根大阳线啊 260 00:13:50,580 --> 00:13:52,179 但是他后续的跟跟进啊 261 00:13:52,179 --> 00:13:53,720 跟进K线不是太好 262 00:13:53,720 --> 00:13:55,059 给了个阴线哈 263 00:13:55,059 --> 00:13:59,318 所以接下来一个时段要看能不能有强劲的连续的阳线抽出来 264 00:13:59,318 --> 00:14:04,318 这样的话只能做震荡行情中的一条上涨腿是吧 265 00:14:04,318 --> 00:14:05,129 啧 266 00:14:05,183 --> 00:14:09,730 好日线级别就是啊没什么交易机会啊 267 00:14:09,730 --> 00:14:11,409 如果你要选择做多的话 268 00:14:11,409 --> 00:14:13,909 那你的逻辑就是支撑区震荡行情 269 00:14:13,909 --> 00:14:15,769 支撑区做多这种逻辑 270 00:14:15,769 --> 00:14:17,750 但正如我们所说啊 271 00:14:17,750 --> 00:14:20,590 这个支撑区如果反弹的意图不明显的话 272 00:14:20,590 --> 00:14:21,809 会不会掉下去 273 00:14:21,809 --> 00:14:24,690 这是DOTA需要提防的一个风险 274 00:14:25,308 --> 00:14:29,149 好本来黄金这个大涨之后就会有漫长的洗盘啊 275 00:14:29,149 --> 00:14:32,509 要地方掉下去那种悲观的情形 276 00:14:34,059 --> 00:14:37,840 我们看一下原油今天也是偏震荡的一个小多头是吧 277 00:14:37,840 --> 00:14:39,100 收收小阳线 278 00:14:39,100 --> 00:14:42,120 我们看一下5分钟图嗯 279 00:14:42,120 --> 00:14:43,960 他的图还比较简单哈 280 00:14:43,960 --> 00:14:49,440 这个亚洲欧后半时段和欧洲早些时段形成了一波下跌腿是吧 281 00:14:49,440 --> 00:14:52,000 我们画好下跌趋势线或通道线都可以突破 282 00:14:52,000 --> 00:14:53,100 回踩止跌止跌 283 00:14:53,100 --> 00:14:56,169 这边就可以抓一些小型的多头波段啊 284 00:14:56,169 --> 00:14:57,730 他这里又有一个回调 285 00:14:57,730 --> 00:14:59,809 是回调之后有一个强劲的拉升 286 00:14:59,809 --> 00:15:02,210 后续呢也可以找回调做多 287 00:15:03,360 --> 00:15:05,259 好这图就这样吧 288 00:15:05,259 --> 00:15:08,440 好这是几个主要的指数啊 289 00:15:08,980 --> 00:15:11,899 我们看一下今天市场的分布情况 290 00:15:13,239 --> 00:15:16,600 今天半导体主要是受这个嗯 291 00:15:16,600 --> 00:15:19,080 这叫迈威尔哈啊 292 00:15:19,080 --> 00:15:20,039 叫marvel哈 293 00:15:20,039 --> 00:15:21,200 这个带动哈 294 00:15:21,200 --> 00:15:22,360 今天说涨一点点 295 00:15:22,360 --> 00:15:24,659 但互联网今天又跌了 296 00:15:25,750 --> 00:15:27,509 软件也是下跌的 297 00:15:27,509 --> 00:15:29,649 消费电子是上涨的 298 00:15:29,649 --> 00:15:31,809 其他的汽车这个还好 299 00:15:31,809 --> 00:15:35,039 半导体设备这个还可以嗯 300 00:15:35,039 --> 00:15:36,720 其他的我们就不看啊 301 00:15:36,720 --> 00:15:39,379 我们看一下领涨的 302 00:15:40,179 --> 00:15:44,629 我们刚才提到的就是这个光通信这个啊叫呃 303 00:15:44,629 --> 00:15:47,730 正如我们这个消息面汇总的消息一样啊 304 00:15:47,730 --> 00:15:49,269 他是一个做连接的啊 305 00:15:49,269 --> 00:15:51,070 我们看一下 306 00:15:53,308 --> 00:15:57,828 这个走势跟昨天的跟前几个交易日的这个戴尔走势类似啊 307 00:15:57,828 --> 00:15:59,028 直接给你弄上去 308 00:15:59,028 --> 00:16:01,679 那么接下来你是追还是不追呢 309 00:16:01,679 --> 00:16:04,610 现在它的市值是2500亿 310 00:16:04,610 --> 00:16:06,570 黄仁勋说要进入万亿 311 00:16:06,570 --> 00:16:08,450 那还得涨了 312 00:16:08,450 --> 00:16:10,129 还有三倍的利润空间 313 00:16:10,129 --> 00:16:14,679 那大家怎么看这个问题额 314 00:16:14,679 --> 00:16:17,080 那么今天的技术面非常的强势的话 315 00:16:17,080 --> 00:16:18,659 我们应该顺势预期 316 00:16:18,659 --> 00:16:20,909 有可能继续涨的概率还是更高 317 00:16:20,909 --> 00:16:21,870 看到没有 318 00:16:21,870 --> 00:16:23,730 他根本就没有什么上影线哈 319 00:16:23,730 --> 00:16:25,149 或者有也看不到 320 00:16:25,149 --> 00:16:26,649 看不清对吧 321 00:16:26,649 --> 00:16:28,629 这是多头非常强势的表现 322 00:16:28,629 --> 00:16:32,370 有人说也可以掉下来嗯有这种概率 323 00:16:32,370 --> 00:16:35,049 我们看一下5分钟图 324 00:16:36,919 --> 00:16:38,960 今天是受消息面的驱动 325 00:16:38,960 --> 00:16:41,159 直接大幅的跳空高开 326 00:16:41,159 --> 00:16:46,350 然后三根阳线拉上去回调回调回调继续拉升 327 00:16:46,350 --> 00:16:48,049 漫长的横盘之后啊 328 00:16:48,049 --> 00:16:49,409 空头没有能下来啊 329 00:16:49,409 --> 00:16:51,460 我们看到尾盘还在拉升 330 00:16:51,460 --> 00:16:55,309 当前录制节目是最后一个5分钟K线啊 331 00:16:55,509 --> 00:16:56,610 应该做啥呀 332 00:16:56,610 --> 00:16:58,529 做多但做多之后呢 333 00:16:58,529 --> 00:17:00,629 那就要控制风险了是吧 334 00:17:00,629 --> 00:17:02,909 我们再看一下日线 335 00:17:02,909 --> 00:17:05,390 所以这种交易的难度还是极大的啊 336 00:17:05,390 --> 00:17:09,900 嗯好这是今天最热的一只股 337 00:17:11,220 --> 00:17:12,740 回到我们这里哈 338 00:17:12,740 --> 00:17:15,240 另外今天的铀铝 339 00:17:15,240 --> 00:17:18,619 还有这个OLED概念优化这个应用材料 340 00:17:18,619 --> 00:17:19,660 我们之前也跟进过 341 00:17:19,660 --> 00:17:21,779 我们看一眼啊 342 00:17:21,779 --> 00:17:25,509 他的这个走势和刚才那个有类似之处啊 343 00:17:25,509 --> 00:17:27,589 唉经过了漫长的震荡上行啊 344 00:17:27,589 --> 00:17:28,970 今天给出了一根大阳线 345 00:17:28,970 --> 00:17:30,190 应该做啥做赌 346 00:17:30,190 --> 00:17:32,329 我看下整体上有阻力区吗 347 00:17:32,329 --> 00:17:35,400 没有没有阻力区 348 00:17:35,400 --> 00:17:38,410 看下5分钟图是吧 349 00:17:38,410 --> 00:17:39,869 今天是一样 350 00:17:39,869 --> 00:17:43,289 类似哈拉升回落再拉升再回落 351 00:17:43,289 --> 00:17:46,109 这些位置都是做多的位置哈 352 00:17:46,349 --> 00:17:47,670 啊大家也要提防啊 353 00:17:47,670 --> 00:17:50,700 这个楔形反转可能的可能性啊 354 00:17:50,700 --> 00:17:54,220 啊这种新型反转主要还是针对日内交易者而言的 355 00:17:54,220 --> 00:17:57,420 那么日线级别日线K线太强了哈 356 00:17:57,420 --> 00:17:59,910 所以不能参反转啊 357 00:17:59,910 --> 00:18:02,549 所以今天是提供了好几次建仓的一个机会啊 358 00:18:02,549 --> 00:18:04,769 一个是这片啊 359 00:18:04,769 --> 00:18:06,150 一个是这里啊 360 00:18:06,150 --> 00:18:09,000 这里突破再回踩的时候 361 00:18:10,119 --> 00:18:13,210 然后基本上就是做多的一个机会了 362 00:18:13,450 --> 00:18:15,789 好我们再看一下日线是吧 363 00:18:15,789 --> 00:18:18,369 日线级别没办法踩顶哈 364 00:18:19,549 --> 00:18:23,039 好这是这两个嗯 365 00:18:23,400 --> 00:18:25,359 好康宁这个其实也是哈 366 00:18:25,359 --> 00:18:27,559 康宁这个之前也跟进过啊 367 00:18:27,559 --> 00:18:28,880 只要他趋势不破啊 368 00:18:28,880 --> 00:18:30,549 就没什么太大问题 369 00:18:30,549 --> 00:18:32,950 但是你看他近期他这个走势呢 370 00:18:33,950 --> 00:18:34,990 走那么两三根黑线 371 00:18:34,990 --> 00:18:36,859 他就老是洗盘哈 372 00:18:36,859 --> 00:18:40,779 对洗盘的这个幅频度频次越来越密集哈 373 00:18:40,779 --> 00:18:42,829 这是宽通道的一个特征 374 00:18:42,829 --> 00:18:47,410 所以我们要看到这个纳指其实涨是涨的这个速度在减缓啊 375 00:18:47,410 --> 00:18:49,009 要注意这种风险 376 00:18:49,009 --> 00:18:49,750 好 377 00:18:49,750 --> 00:18:53,319 我们回到我们的龙头股列表好 378 00:18:53,319 --> 00:18:55,160 我们看一下谁呢 379 00:18:55,160 --> 00:18:57,150 我们看下特斯拉哦 380 00:18:57,150 --> 00:18:59,589 特斯拉是在这里的一个局部震荡起盘 381 00:18:59,589 --> 00:19:01,109 他没有走强熊市啊 382 00:19:01,109 --> 00:19:03,509 所以我们的趋势线应该是在变缓 383 00:19:03,509 --> 00:19:05,650 今天呢是给出了一根阳线 384 00:19:05,650 --> 00:19:07,190 应该恢复做多 385 00:19:07,190 --> 00:19:09,990 我们看一下5分钟图的细节 386 00:19:11,869 --> 00:19:14,390 额是在这里开盘啊 387 00:19:14,390 --> 00:19:15,490 这里开盘 388 00:19:15,490 --> 00:19:18,019 然后天虹高开砸盘 389 00:19:18,019 --> 00:19:19,579 然后止跌也止跌 390 00:19:19,579 --> 00:19:21,900 这是一个小型的双重底 391 00:19:22,409 --> 00:19:23,848 在这里做多之后啊 392 00:19:23,848 --> 00:19:27,169 持仓我们看到这里是漫长的横盘横盘区域 393 00:19:27,169 --> 00:19:28,368 在支撑区做多 394 00:19:28,368 --> 00:19:30,109 等待拉升就可以了 395 00:19:30,109 --> 00:19:34,150 那么在局部方面也可以画好这根下地曲线啊对吧 396 00:19:34,150 --> 00:19:34,869 做啥呀 397 00:19:34,869 --> 00:19:39,180 做do我们再看一下日线是吧 398 00:19:39,180 --> 00:19:41,099 它下方是一个重要的支撑区域哈 399 00:19:41,099 --> 00:19:44,019 所以这片儿呢应该找机会做多 400 00:19:45,619 --> 00:19:46,960 好我们看下英伟达 401 00:19:46,960 --> 00:19:49,079 英伟达今天是跳空高开 402 00:19:49,079 --> 00:19:49,920 冲高回落 403 00:19:49,920 --> 00:19:51,500 形成阴线 404 00:19:51,930 --> 00:19:54,970 表明市场在测试高点的过程中呢 405 00:19:54,970 --> 00:19:57,990 还是不是那么的乐观哈 406 00:19:57,990 --> 00:20:02,230 你看之前这里测试高点直接就上去收出阳线哈 407 00:20:02,230 --> 00:20:05,138 但是今天你看这根K线收出阴线 408 00:20:05,138 --> 00:20:07,058 表明这个市值太大哈 409 00:20:07,058 --> 00:20:09,459 市场倾向于慢速的 410 00:20:09,459 --> 00:20:11,378 倾向于走技术面是吧 411 00:20:11,378 --> 00:20:13,818 我们看一下5分钟图 412 00:20:14,680 --> 00:20:18,009 今天跳空高开小型回落啊 413 00:20:18,009 --> 00:20:19,210 横盘了三根黑线之后 414 00:20:19,210 --> 00:20:20,730 给出了三根黑线的拉升 415 00:20:20,730 --> 00:20:21,690 拉升之后啊 416 00:20:21,690 --> 00:20:22,940 感觉不是太对劲 417 00:20:22,940 --> 00:20:24,019 掉下来掉下来 418 00:20:24,019 --> 00:20:25,859 反弹无力再掉再掉 419 00:20:25,859 --> 00:20:27,480 但这个位置呢是多头 420 00:20:27,480 --> 00:20:29,719 日内交易者多头离场的位置 421 00:20:29,719 --> 00:20:32,239 也是可能空头做空的一个位置 422 00:20:32,239 --> 00:20:36,269 至少去测试今天的这个开盘这个区域或者缺口附近 423 00:20:36,269 --> 00:20:38,470 发现测试到缺口附近之后啊 424 00:20:38,470 --> 00:20:40,329 市场给了一个弱势的反弹 425 00:20:40,329 --> 00:20:42,529 但如果选择做多的话也没问题 426 00:20:42,529 --> 00:20:44,210 但是你止损要定好 427 00:20:44,210 --> 00:20:46,650 发现哈这个没有能有效往上拉升 428 00:20:46,650 --> 00:20:48,369 而是再次给出了两根阴线 429 00:20:48,369 --> 00:20:49,170 向下突破 430 00:20:49,170 --> 00:20:50,490 多头应该再次离场 431 00:20:50,490 --> 00:20:51,970 反手做空 432 00:20:52,210 --> 00:20:54,910 我们看到做空之后给出了两条腿的下跌 433 00:20:54,910 --> 00:20:56,819 下跌反弹下跌 434 00:20:56,819 --> 00:20:59,059 如果我们发现空头趋势已经在了 435 00:20:59,059 --> 00:21:00,720 我们应该把趋势线画好 436 00:21:00,720 --> 00:21:01,539 等待突破 437 00:21:01,539 --> 00:21:02,859 回踩止地 438 00:21:03,180 --> 00:21:05,220 然后你要挂突破单进场 439 00:21:05,220 --> 00:21:08,000 或者是等待更低的位置再做都可以哈 440 00:21:08,000 --> 00:21:11,009 但是今天对DOTA来说十分不利哈 441 00:21:11,009 --> 00:21:12,900 这表明什么 442 00:21:13,019 --> 00:21:16,279 表明市场其实没有那么乐观哈对吧 443 00:21:16,279 --> 00:21:19,220 那么现在呢理论上做多的话也可以哈 444 00:21:19,220 --> 00:21:22,039 止损放在下方好 445 00:21:22,039 --> 00:21:23,039 现在是熊市吧 446 00:21:23,039 --> 00:21:24,279 不是日内交易者 447 00:21:24,279 --> 00:21:27,369 今天啊其实多空双方都有难度哈 448 00:21:27,369 --> 00:21:29,490 今天空投也有点难度 449 00:21:29,490 --> 00:21:31,630 因为空投反应过来的时候 450 00:21:31,630 --> 00:21:34,259 他只能做一个逆势的刮头皮哈 451 00:21:34,259 --> 00:21:37,279 那么他也没有想到可以跌这么多是吧 452 00:21:37,279 --> 00:21:39,400 我们再看一下日线 453 00:21:39,839 --> 00:21:41,960 所以这样的K线其实很难预测哈 454 00:21:43,680 --> 00:21:45,949 好这是这个 455 00:21:46,429 --> 00:21:47,568 我们看一下谷歌 456 00:21:47,568 --> 00:21:49,388 谷歌今天大幅的下挫 457 00:21:49,388 --> 00:21:52,409 那我们之前在日线图上给大家定了一个止损点啊 458 00:21:52,409 --> 00:21:54,930 我们说要提防更深的回调 459 00:21:55,130 --> 00:21:58,490 好接下来就要关注350亿带作为支撑区 460 00:21:58,490 --> 00:22:00,410 可能否支撑住了对吧 461 00:22:01,410 --> 00:22:03,369 我们看下它的5分钟图表 462 00:22:04,359 --> 00:22:06,799 他和他这个跳空低开之后 463 00:22:06,799 --> 00:22:08,079 迅速的回补缺口 464 00:22:08,079 --> 00:22:10,240 又迅速的掉了下来 465 00:22:10,240 --> 00:22:12,579 好这就是今天的一个情况啊 466 00:22:12,579 --> 00:22:13,480 是今天啊 467 00:22:13,480 --> 00:22:17,509 嗯所以今天的难度对他来说比较大 468 00:22:17,509 --> 00:22:19,750 那么空头可能会略微好一点哈 469 00:22:19,750 --> 00:22:21,930 如果你在这个位置做空的话是吧 470 00:22:21,930 --> 00:22:23,529 下跌反弹无力啊 471 00:22:23,529 --> 00:22:24,569 做跌做空 472 00:22:24,569 --> 00:22:27,539 但在开盘这做多有难度哈 473 00:22:27,539 --> 00:22:28,279 有难度 474 00:22:28,279 --> 00:22:30,849 因为这两根阴线过长哈 475 00:22:30,849 --> 00:22:32,369 如果你要在这做多的话 476 00:22:32,369 --> 00:22:34,450 可能多头在这方这片就要止盈 477 00:22:35,609 --> 00:22:37,369 那么后续能不能拉上去 478 00:22:37,369 --> 00:22:37,890 很难说 479 00:22:37,890 --> 00:22:38,920 对不对 480 00:22:38,920 --> 00:22:41,339 事实证明空头还是比较强的 481 00:22:41,339 --> 00:22:43,640 那么接下来我们在日线图上要观察 482 00:22:43,640 --> 00:22:48,079 在351带支撑柱的可能性就可以了 483 00:22:48,900 --> 00:22:51,640 好我们昨天提的这个戴尔也是哈 484 00:22:51,640 --> 00:22:53,940 我们说追高是有难度的吧 485 00:22:53,940 --> 00:22:56,019 你看今天就给了一根阴线 486 00:22:56,019 --> 00:22:57,740 我们看一下15分钟图啊 487 00:22:57,740 --> 00:22:59,279 看着看下5分钟图哈 488 00:22:59,279 --> 00:23:02,710 看我们昨天日内交易者到这里哈 489 00:23:02,710 --> 00:23:04,809 说今天跳空低开啊 490 00:23:04,809 --> 00:23:05,990 收了一根阴线啊 491 00:23:05,990 --> 00:23:08,910 然后连续暴跌五根K线反弹无力啊 492 00:23:08,910 --> 00:23:11,388 应该在下方继续挂托盘弹做空 493 00:23:11,388 --> 00:23:13,229 这是日内交易者的一个做法 494 00:23:14,429 --> 00:23:19,140 今天日内只给出了一个做空的一个机会啊对吧 495 00:23:19,140 --> 00:23:22,730 所以啊好嘞好 496 00:23:22,730 --> 00:23:25,089 最后呢欢迎大家成为我们的会员哈 497 00:23:25,089 --> 00:23:28,388 观看我们的牛股和最热美股分析哈 498 00:23:28,388 --> 00:23:30,328 好我们下一个时段再见 499 00:23:30,328 --> 00:23:31,059 拜拜
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