黄仁勋：这只股还将涨400% 【2026-06-02】

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哈喽大家好

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欢迎回到阳光财经

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我是sunny

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今天是2026年6月2号星期二

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标普指数今天上涨9.82点

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涨幅0.13%

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涨幅非常有限

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但还是新高了

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目前的新高是7620点

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收盘是7609点

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每天涨一点

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每天创新高

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是美股多年来的特点

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它不是连续大阳线疯狂上涨

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放烟花一样

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几天干完

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接下来长期熊市恰恰慢

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就是快

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日积月累的

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最终涨幅惊人

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在这样的趋势下

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只能继续看涨

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什么时候突然来一个大阴线

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再来考虑调整是否到来

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纳斯达克指数今天上涨了7.09点

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涨幅0.03%

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今天没有创新高

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目前大盘的乖离率偏高

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指数离长期均线较远

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不论是标普还是纳指

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随时可以震荡调整

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已修复技术上超买的形态

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但按趋势又是短中长线上涨的样子

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所以顺势看涨吧

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提心吊胆的大盘持续上涨

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市场的消息也一边倒的

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几乎都是AI相关的

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但是目前的市场是不是过于贪婪

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过度膨胀了呢

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华尔街有两家大投行的老总

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对这个问题提出了自己的观点

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其中一个是高盛的CEO大卫所罗门

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他认为现在的市场正处于贪婪模式

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市场情绪乐观

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所以流动性非常充足

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我们现在无疑正处于一个贪婪

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远大于恐惧的时期

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接下来有几家大的公司要上市

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Spacex anthropic

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OpenAI等

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动不动上万亿

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人们担心

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市场能不能消化这么大规模的新股发行

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但是所罗门并不担心

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这些融资规模空前的同时

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市场财富和流动性也达到了历史新高

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足以支撑融资活动

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高盛CEO认为

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市场的贪婪可能转为恐惧

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但并不意味着一定会发生繁荣

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可能会持续很久时间

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我们很可能正处于周期的早期阶段

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那高盛作为投行当然喜欢更多的公司上市

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承销费用是一笔非常可观的收入

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高盛对IPO表示乐观

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是他本身的业务需要

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但从另一方面也可以看出

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高盛仍对当前市场相当乐观

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贪婪是贪婪了

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但是还能贪婪下去

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巴克莱在本月提出了股市明显狂热的观点

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整体对股市的判断方向是调整

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巴克莱认为

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AI基础设施特别是半导体和硬件

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在5月份显现直线上涨形态

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快速上涨后可能紧接着大幅回撤

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分析师仍看好美股的长期趋势

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但近期回调风险增加

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所以6月份巴克莱是长多短空的判断

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AI的火爆体现在黄仁勋指点江山

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说哪只股要大涨

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哪只股就立即大涨

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在台北电脑展上面啊

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黄仁勋和迈威尔的老板同台讲话时

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老黄介绍说

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这就是下一家万亿美元的公司

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因为他们的网络和连接芯片

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对数据中心来说不可或缺

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marvel注定成为下一家1万亿美元的公司

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那当你面对一个计算问题

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把它拆解成许多部分

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并分布到整个数据中心去跑时

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连接技术就非常重要了

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数据中心有先进的算力

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内存硬盘这些东西要连接到一起

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相当于数据之间的高速公路

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那么为什么是marvel这家公司是干什么的

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在老黄的眼里

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它还能涨四倍啊

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这个是真的吗

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老黄一句话

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迈威尔涨了30%

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数据中心有几万甚至几10万

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GPU显卡算力被分散到每一个芯片上

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芯片算得快还是不够

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还得芯片之间的通信速度要有保障

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marvel核心产品就是1.6T光学

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数字信号处理器和高带宽互联芯片

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据说数据中心的物理网络层离不开marvel的产品

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光电互联业务的增速

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今年可以达到70%以上

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数据中心业务占比高达76%

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使得marvel也是数据中心大爆发的受益者之一

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光电互联技术啊正是英伟达所需要的

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所以他们是合作而非竞争关系

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此外marvel的定制芯片业务也被老黄看中

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今年一季度

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英伟达向marvel投资了20亿美元

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双方联合推出了nvlink fusion平台

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通过这个合作

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其他巨头如果通过迈威尔设计定制芯片

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都可以接入英伟达的生态网络

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如果拿麦威尔对标博通

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就发现定制芯片和连接技术业务上万亿

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还真的有啊

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marvel的竞争对手博通市值已经2万亿以上了

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2026年营业收入预期发面博东是五六百亿

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marvel是115亿

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为了摆脱对英伟达的依赖

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谷歌微软

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亚马逊等云巨头都在自研ASIC芯片

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他们的定制芯片通常找两家公司来做

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一个是博通

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另一个就是迈威尔

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博通最核心的客户是谷歌TPU啊

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就是博通做的meta也是博通的重要客户

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迈威尔后来居上

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目前也接到了谷歌的TPU

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和微软的MAYA芯片订单

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博通是老大

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迈威尔是小弟

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小弟

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基数小

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又得到英伟达的加持

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应该是有较大的成长空间

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随着美股越来越多的公司镇上1万亿大关

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好像这个数字也逐渐没有那么神秘啦

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marvel今天大涨完是2500亿

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要上万亿

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还有300%的涨幅是现在的四倍

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在目前炙手可热的AI板块

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一只股票要涨十倍似乎挺容易的

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这两年十倍股好多啦

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所以呢marvel要再涨300%可能性是存在的

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不能低估这样的潜力呀

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硬件公司出一个财报就暴涨一个

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HPE今天大涨19%

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汇宇科技是干嘛的呢

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那要说到惠普这家公司

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惠普在2015年

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拆成了HPQ和HPE两家公司

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现在的惠普主打个人电脑和打印机

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HPE是惠宇

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它主要是在做企业级服务器

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云计算解决方案和超级计算机

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但是要看HPQ和HPE两只股

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就发现啊

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做服务器的要比做个人PC的好多了

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HPE大涨

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HPQ一般般

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那HPE公布的业绩大超预期

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每股收益79美分

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预期53美分

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营收106.8亿

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预期97.9亿

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传统服务器订单实现了三位数的增长

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所以这和戴尔一样

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服务器业务需求火爆

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人工智能题材个股四处开花

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主要原因是行业高景气度

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而且资金对人工智能特别看好

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以至于别的股票先放一边

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都在积极的买入人工智能相关概念股

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现在是要么加入

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要么旁观

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如果原来AI仓位不太够

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现在要加入个股都在高位买点不好把握

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那如果看好了个股略有回调就买

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也算是一种formal加仓的办法

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如果不加入

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选择在一边观望

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那一定要淡定

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实际上人工智能是美股的核心板块和权重板块

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股指之所以大涨特涨

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人工智能贡献度挺大的

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如果主力部队未来出现问题

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大盘也一定会选择回调

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到时候咱们手上那些不是AI的非硬件的股票

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还有可能会跟着大盘一起下跌

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所以加入AI的战斗

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有追高的恐惧

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不加入AI

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未来回调时也还是会亏钱

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昨天谷歌定增800亿

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伯克希尔拿了100亿

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阿贝尔接管伯克希尔手上都是钱

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错过了3年的AI行情

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现在股神放权了

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阿贝尔选择定增加仓

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交易完成后

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波希尔对谷歌的持股增加49%

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总共8640万股

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有两个问题

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我觉得大家可能想知道

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一是谷歌为什么要融资800亿

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另一个是

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伯克希尔

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为什么不直接在股市上面买股票就好了

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为什么要参与定增好

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第一个问题

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谷歌账上有钱

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在一季度资产负债表上

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谷歌的现金及现金等价物

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有1268亿美元

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但谷歌今年的资本开支将达到1800亿

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到1900亿

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2027年还会大幅增加

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地主家虽然有钱

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但要买的东西太多了

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也觉得钱不太够

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谷歌还有自己的算盘

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那就是利用这次的融资帮员工交税

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谷歌平时会给员工发股票奖励员工

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拿到股票要交税

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以前公司付钱帮员工交税

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这次谷歌通过卖出股票弥补现金支出

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第二个问题就好说了

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定增便宜了十几块钱

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比从市场上买的省钱

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同股同权的情况下

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伯克希尔省下来的钱

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未来卖出就都是利润

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此外伯克希尔在市场上买入股票

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很容易引来跟风盘

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100个亿下去

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股价一边买一边上涨

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所以还不如直接参与增发股票

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一次到账又便宜又省事儿

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那么伯克希尔加仓的谷歌

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股神的光环现在远不如黄仁勋的加持啦

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这是为什么呢

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其实这次谷歌定增是增加了股票

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正好和回购相反

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市场上谷歌的股票变多啦

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那就稀释了大家原来的股权

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00:10:29,389 --> 00:10:34,029
一股对应的公司股权比例略有下降啊

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股市并不欢迎增发新股

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而是欢迎回购股票去注销

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谷歌高位回调

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我认为风险不大

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但我也不会再多买了

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有观众留言说

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阳光姐说一说

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木头姐看到他买入CBRS我也跟了

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不相信它真的是一买就跌嘛

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已经跌了20%了哈

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那木头姐确实是给人的印象

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就是一买就跌

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这主要是和她的交易风格有关

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我观察他是不怎么追高

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但喜欢抄底抄底大概率抄到半中间

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怎么可能一抄就是绝对的底呢

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通常追高容易继续上涨赚钱

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因为顺趋势嘛

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抄底呢就容易被套

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因为和趋势相反

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趋势不变的话

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一买就套

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00:11:21,769 --> 00:11:24,429
他买入股票应该不是按技术图形

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觉得有创新价值

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价格低了他就买了

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那我们和他不同啊

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他是拿别人的钱在抄底

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而且仓位有控制

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他不慌

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我们是自己的钱抄底

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仓位随心所欲

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所以我们会慌

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CBRS是新股

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仍在市场多空博弈的定价阶段

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后市比较不容易预测

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好的方面是题材不错

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正好是半导体和人工智能题材

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新股可能在推理芯片方面有一定的竞争力

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还有一个观众评论是sunny

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可以分析一下个股VRT吗

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VRT是给数据中心做散热降温的

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有全球顶尖的液冷技术和电源管理

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只要数据中心还在扩张

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这种相关配套的生意都还不错

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股价也是上升趋势

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我认为可以继续看涨

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我的公开账户今天净值21.5万

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持仓只有高通和特斯拉上涨

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其他全是下跌的

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虽然每只股都有未实现的盈利

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但感觉今年做的都不在风口上

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持有的半导体仓位太少了

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有观众问sunny

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高通是不是错杀

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高通目前正在直线上涨的趋势中

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怎么会是错杀呢

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要说错杀

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我觉得微软被错杀还有点可能

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特斯拉也完全没有任何上涨的趋势

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我耐心等待

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风水轮流转

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可惜今年大家连比特币都觉得没劲儿

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只有半导体最有意思嗯

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炒股还是要随大流比较好啊

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有位观众说

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阿贝尔买入了TMHC

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是不是AI泡沫要崩溃了

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大多数人都聚焦存储芯片和AI

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PC的股票狂热之中

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但是股神巴菲特的接班人阿贝尔

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今天用80多亿美元

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收购了房屋建筑商TMHC

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因此TMHC今天暴涨了22%

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目前美国房地产市场低迷

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几大建筑商和相关的股票都被严重低估和超卖

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阿贝尔这举措

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是不是在为未来可能破灭的AI泡沫

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做提前的准备吗

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要我说嘛

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伯克希尔刚刚定增的谷歌

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如果他觉得AI要泡沫破灭

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他怎么会在如此高位买入呢

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当市场的核心题材崩溃时

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所有股票都难以幸免

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不是说AI崩溃了

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别的股票就会起来啊

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正好相反啊

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AI崩溃的话

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那全部都要下跌了

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如果认为泡沫要破

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最好的操作是守住现金

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我是觉得泡沫还能吹一阵子

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破了可就麻烦啦

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好那今天的节目就分享到这里

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感谢大家收看

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我们下期节目再见

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拜拜

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