老钱们也被狂割啊😭！NaNa说美股(2026.06.02)

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大家好

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欢迎回到娜娜说

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美股今天是6月2号

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美股三大股指呢微幅收涨

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软件股连续上涨后

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今天大幅回调

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而资金又跑去半导体了哈

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华尔街如金石

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遍地开花

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一会拉这个

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一会儿拉那个轮动的非常快

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稍微反应不过来

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就可能跟不上节奏了

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吃不到肉还没关系哈

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最怕就是做反了

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买入的股票被砸

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没有买的反而狂拉

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川普告诉媒体

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与伊朗的谈判进展顺利

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计划在下周与伊朗达成协议

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但是原有市场似乎并不太相信

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或者是听烦了这句话

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油价的继续回升

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标普500指数

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今天继续在7600点附近磨洋工

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最近指数日内波动越来越小

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日K连续收出小阳线

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小十字星

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纳值100

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这一边呢还是继续疯牛行情

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一个劲儿的狂拉

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花旗策略师团队警告称

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纳指100在过去近六周时间

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几乎一直处于技术超买状态啊

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多头仓位已经呈现过度拥挤

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这个面临极高的获利了结与多头平仓风险

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下行压力正显著上升

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他还补充称

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相较于纳值100

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标普500指数

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因为市场内仍保留着相当规模的空头仓位

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具备一定的逼空空间

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这个短期内有望获得部分支撑

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其实啊嗯纳指100周线

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RSI连续六周处于超卖区域

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并不是什么很罕见的现象

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比如在2023年5月到7月份期间

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纳指100呢就曾连续11周都处于超买区域

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直到第12周才开始一轮10%的回调

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所以呢问题并不是出在指数连续六周超卖

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而是这一轮上涨的速度过快过猛

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涨势过于陡峭

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就是它六周涨幅

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相当于是过去十一十二周的涨幅

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相比之下

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比特币这一边就很惨淡了

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价格日内呢最低跌到了6.6万美元

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较去年10月份的历史高点下跌了近50%

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就腰斩了

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过去数小时内

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超过10亿美元的加密货币被强制平仓

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就多头爆仓了哈

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币圈情绪呢再次跌入了恐惧区域

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AI投资热潮持续抽走币圈的资金

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推高股市

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黄仁勋今天在台北那边继续带货

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吹完光通信又吹麦威尔科技

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光通信板块前段时间回调

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今天再度走高

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COHR股价大涨17.60%

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涨标普500指数

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黄老板说

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AI的尽头不是算力

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我还以为他会说是电力呢

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结果他说是连接啊

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于是光通信立即就喷了啊

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老黄说童懒哈

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光互联未来多年都将发挥重要作用

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只要还能使用铜缆呢

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就先尽量先使用铜蓝

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等铜缆无法满足需求之后

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再使用光互联扩展规模

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迈威尔科技更是这跳空暴涨哈

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老黄推荐的下一个万亿美元公司就是他了

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如今市值才2543亿美元

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也就是说股价未来还要再翻个四五倍

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我信了哈

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买了

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如果未来达不到万亿美元

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那差额就找老还去补

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当然老黄也不是白给迈威尔科技站台的

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今年3月

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英伟达就已经向迈威尔科技投资了20亿美元

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所以这也是达子的小弟之一

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如今老环也和川普一样哈

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点石成金

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bump这个股票的能力是杠杠的

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股价单日爆拉这么多

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只有想不到

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没有这个MAGISTRY做不到的公司

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如今呢重点布局AI数据中心

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网络定制AI芯片以及光通信技术

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就是他又做这定制芯片

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又做光通信多元化发展

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目前定制芯片上市公司的最核心业务

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连带着另一家定制芯片龙头博通

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今天股价也大涨

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公司明天盘后即将公布财报

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G估计是没有什么问题的

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但是股价如何反应就无法预测了哈

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希望别学

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那个英伟达会与HPE股价季后呢也同样大涨

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但是日内高开低走

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初一度涨近37%

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尾盘涨幅呢收窄到19.5%

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估值太高了一些

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比那个戴尔科技高出很多

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所以短线资金可能获利了结

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又跑去抄底戴尔了

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公司财报不错嗯

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AI热潮引爆了服务器与网络设备需求

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公司Q2营收107亿美元

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同比增长40%

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调整后每股收益79美分

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远超预期的53美分

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而且呢还大幅上调了全年营收增长预期

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这与上周发布好于预期财报的戴尔科技

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形成了相呼应哈

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两家公司的强势业绩呢

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共同印证了AI与传统服务器需求持续旺盛

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SMCI股价经期也受益于啊

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这个服务器板块情绪持续走强

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公司今天还宣布与arm合作推出节能型AI服务器

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不过这公司管理层嗯有些问题哈

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我还是不太敢碰

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只关注戴尔科技那一边

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不过很多人可能没有注意到的是

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这两天美股市场中最惨烈的板块呢

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其实是以往躺着赚钱的那些传统交易所巨头

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芝加哥期权交易所CBOE

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连续两天股价暴跌了17%

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已经从高点回撤近27%了哈

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嗯这个CBOE最赚钱的王牌业务

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就是VIX衍生品的交易手续费

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市场越动荡

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他赚的钱就越多

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近期正伽马环境导致美股大盘极度钝化

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市场波动持续下降

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买VIX衍生品对冲的少了

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他赚的手续费也少了

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另外就在今天

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CPUE官方高调宣布

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已经获得sec的正式批准

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计划于今年年底推出这个每周五天

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每天23小时的每股全天候交易机制

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全天候交易意味着

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交易所的运营成本将会面临着阶梯式的暴涨

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而且延长交易时间

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不一定能够成比例的带来增量交易额哈

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反而可能会分流常规时段的一些流动性

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呃所以机构资金选择先跌为敬

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而且在科技股单下持续疯狂吸金的时候

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像CBOE这一类传统衍生品交易所股票呢

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也成为机构最方便也最顺理成章的提款机

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另一家C字开头的芝加哥商品交易所cm e

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近期也被机构给持续抽血

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股价垂直下跌

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创一年多以来的新低

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这些传统交易所巨头们正在面临去中心化

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交易所hyper liquid那个正面硬干与降维打击

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传统交易所的期货是有到期日的

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需要定期展期

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摩擦成本极高

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而且开户审批繁琐的hyper liquid

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的这个永续合约无需展期

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无需实物交割

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杠杆可以最高40倍

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自建的LE区块链能够实现实时链上清算

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大量原本在这个资商所做跨资产套利

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宏观对冲的那些量化机构们

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如今正在用脚投票哈

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传统交易所躺着赚钱的时代被彻底终结了

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而洲际交易所ICE呢也与智商所泄密一样

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承受着相同的行业估值下修压力

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股价如今接近两年低点

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ICE最赚钱的王牌产品是布伦特原油

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期货和柴油天然气衍生品

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而这一块刚好也被这个hyper liquid

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分走了蛋糕

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根据coin desk data的数据

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自2023年上线以来

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WTI和布伦特原有合约呢

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就占了HYPOLIQUID的全部交易量的近一半

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我估计川普几个儿子都在这个平台上面

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做那个大金鱼哈

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白银期货和纳指100期货呢

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紧随这些原有期货的后面

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也是这个交易量非常火爆的合约

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所以这三家传统交易所

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目前都处于非常惨烈的杀估值阶段

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如果想要在这三家中选一个抄底的话

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那我是比较建议呃CBOE

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因为期权是永续合约

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短时间内无法复制的垄断的生意哈

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嗯机构买期权和永续合约还是不一样的

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未来几年内都不太可能被取代

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而且美股市场也不可能永远处于

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这种正干嘛的死水状态吗

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一旦未来大盘发生中期回撤

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熊市维克斯必将暴起啊

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届时大家就冲进去买那些put呃

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或者是压住这个weeks上升哈

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CBOE又能够躺赚手续费了

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如今它的股价暴跌之后呢

215
00:09:40,759 --> 00:09:43,299
估值泡沫已经洗掉了大半

216
00:09:43,299 --> 00:09:45,669
可能就还没有完全洗干净

217
00:09:45,669 --> 00:09:47,269
所以咱们先观察股价

218
00:09:47,269 --> 00:09:50,289
能否在这个年限放量企稳哈

219
00:09:50,289 --> 00:09:52,960
至少短线来个死猫跳之类的

220
00:09:52,960 --> 00:09:57,200
或者呢等大盘回调VX反弹的时候再进去

221
00:09:57,200 --> 00:09:58,279
分批建仓

222
00:09:58,279 --> 00:09:59,840
如果左侧买入

223
00:09:59,840 --> 00:10:01,360
一定要控制好仓位哈

224
00:10:01,360 --> 00:10:05,340
毕竟每股杀起估值来是非常凶残的

225
00:10:05,340 --> 00:10:06,620
基本面再好

226
00:10:06,620 --> 00:10:08,519
也不妨碍股价暴跌

227
00:10:08,519 --> 00:10:10,759
储能公司fl NC

228
00:10:10,759 --> 00:10:13,840
股价昨天单日是狂飙了43.8%

229
00:10:13,840 --> 00:10:15,769
今天又虚涨了2.8%

230
00:10:15,769 --> 00:10:19,029
因为德国工业巨头西门子宣布

231
00:10:19,029 --> 00:10:24,009
将联合英伟达与FLNC达成三方战略合作

232
00:10:24,009 --> 00:10:28,230
共同为超大规模AI数据中心量身定制

233
00:10:28,230 --> 00:10:31,419
完整的电力与控制系统架构

234
00:10:31,419 --> 00:10:35,019
作为西门子与美国电力巨头AES

235
00:10:35,019 --> 00:10:38,450
强强联合打造的合资企业呃

236
00:10:38,450 --> 00:10:40,190
这个FLNC呢

237
00:10:40,190 --> 00:10:43,269
它并非一家缺乏根基的初创公司哈

238
00:10:43,269 --> 00:10:46,070
凭借某公司在全球电力基础设施

239
00:10:46,070 --> 00:10:47,610
领域的深厚网络

240
00:10:47,610 --> 00:10:51,919
FLNG呢迅速在全球市场占据了领先地位

241
00:10:51,919 --> 00:10:54,460
根据标普全球商品洞察

242
00:10:54,460 --> 00:10:57,740
在去年12月发布的最新报告呃

243
00:10:57,740 --> 00:11:00,379
FLNT的已安装和已签约

244
00:11:00,379 --> 00:11:03,210
储能容量位居全球前三

245
00:11:03,210 --> 00:11:05,789
在美国本土储能市场中

246
00:11:05,789 --> 00:11:08,289
FLNG也占据第二大市场份额

247
00:11:08,289 --> 00:11:10,720
就仅次于行业老大特斯拉

248
00:11:10,720 --> 00:11:15,240
尽管昨天股价借助消息刺激一飞冲天啊

249
00:11:15,240 --> 00:11:18,590
但是如果咱们复盘它的基本面与股价走势

250
00:11:18,590 --> 00:11:22,559
fl NC呢实际上是一个典型的化病重灾区

251
00:11:22,559 --> 00:11:25,759
公司在年初二月公布了Q1财报后

252
00:11:25,759 --> 00:11:26,860
股价暴跌哈

253
00:11:26,860 --> 00:11:31,149
当使市场需求呈现爆炸性的这成长

254
00:11:31,149 --> 00:11:34,850
Q1营收同比大幅增长154%

255
00:11:34,850 --> 00:11:39,179
手里面的总订单储备更是高达55亿美元

256
00:11:39,179 --> 00:11:41,899
但是毛利率呢却从12.5%

257
00:11:41,899 --> 00:11:44,179
腰斩到5.6%

258
00:11:44,179 --> 00:11:46,259
净亏损持续扩大

259
00:11:46,259 --> 00:11:50,429
原因是美国本土供应链的生产瓶颈呃

260
00:11:50,429 --> 00:11:54,110
当时为了获得美国政府的本土制造补贴

261
00:11:54,110 --> 00:11:57,340
公司呢仓促在亚利桑那州建厂

262
00:11:57,340 --> 00:12:00,139
结果产能爬坡严重滞后

263
00:12:00,139 --> 00:12:01,860
生产成本飙升

264
00:12:01,860 --> 00:12:03,899
就严重侵蚀了利润率

265
00:12:03,899 --> 00:12:07,039
而最近公布的Q2财报比Q1更烂

266
00:12:07,039 --> 00:12:10,240
季度亏损同比又扩大了33%

267
00:12:10,240 --> 00:12:12,519
营收只有4.65亿美元

268
00:12:12,519 --> 00:12:16,450
同比增速骤降到只有7.7%

269
00:12:16,450 --> 00:12:19,929
更是远差于华尔街预期的6.23亿美元

270
00:12:19,929 --> 00:12:21,750
但极其讽刺的是

271
00:12:21,750 --> 00:12:23,629
股价不仅没有跌

272
00:12:23,629 --> 00:12:26,029
反而启动了新一轮大涨哈

273
00:12:26,029 --> 00:12:27,529
只因为公司放风说

274
00:12:27,529 --> 00:12:30,039
拿到了两家数据中心的新订单

275
00:12:30,039 --> 00:12:34,710
而股价就立即借着这英伟达的东风强行拉爆

276
00:12:34,710 --> 00:12:37,730
主力资金的逻辑其实也很简单啦

277
00:12:37,730 --> 00:12:39,570
基本面只是借口哈

278
00:12:39,570 --> 00:12:42,850
股价位置与市场趋势决定了一切

279
00:12:42,850 --> 00:12:44,990
一季报后股价暴跌

280
00:12:44,990 --> 00:12:47,649
是因为之前股价已经涨了四倍

281
00:12:47,649 --> 00:12:50,000
所以机构呢借利空出逃

282
00:12:50,000 --> 00:12:51,960
二季报之后股价暴涨

283
00:12:51,960 --> 00:12:53,860
是因为前面已经跌透了

284
00:12:53,860 --> 00:12:56,240
主力筹码重新又拿够了哈

285
00:12:56,240 --> 00:12:59,519
只需要一个消息就能够借风点火嗯

286
00:12:59,519 --> 00:13:03,318
所以对于fl NC这种过渡期的股票

287
00:13:03,318 --> 00:13:06,250
大家千万不要有什么长线性呀

288
00:13:06,250 --> 00:13:08,769
最明智的玩法就是做波段

289
00:13:08,769 --> 00:13:09,889
财报暴雷

290
00:13:09,889 --> 00:13:11,389
股价腰斩的时候

291
00:13:11,389 --> 00:13:13,789
低位分批建仓嗯

292
00:13:13,789 --> 00:13:15,169
大厂合作啦

293
00:13:15,169 --> 00:13:18,509
AI小作文引爆股价翻倍之后啦

294
00:13:18,509 --> 00:13:21,519
就毫不留恋的逢高派发呃

295
00:13:21,519 --> 00:13:23,120
就只做波段哈

296
00:13:23,120 --> 00:13:24,429
绝不要陪跑

297
00:13:24,429 --> 00:13:27,309
这个公司很糟糕的执行风险

298
00:13:27,309 --> 00:13:29,429
就注定了这个股价呢

299
00:13:29,429 --> 00:13:33,870
未来将会反复上演极端的过山车行情

300
00:13:33,870 --> 00:13:34,830
相比之下

301
00:13:34,830 --> 00:13:38,929
华尔街显然更喜欢同赛道的be1be1的CEO

302
00:13:38,929 --> 00:13:41,759
今天牛逼哄哄的这个明确表示

303
00:13:41,759 --> 00:13:43,580
唉业务太赚钱了

304
00:13:43,580 --> 00:13:45,539
完全没有融资计划

305
00:13:45,539 --> 00:13:47,279
就短期不会搞增发

306
00:13:47,279 --> 00:13:49,299
因为公司通过销售产品

307
00:13:49,299 --> 00:13:53,750
只需要六个月就能够收回建设新工厂的成本

308
00:13:53,750 --> 00:13:56,589
而且管理层还多次公开表达过

309
00:13:56,589 --> 00:13:58,349
产能完全没有瓶颈

310
00:13:58,349 --> 00:14:02,308
唯一的瓶颈就是在下游客户建造和部署

311
00:14:02,308 --> 00:14:03,548
数据中心的速度

312
00:14:03,548 --> 00:14:06,690
换句话来说来多少订单都不怕哈

313
00:14:06,690 --> 00:14:08,068
都能够满足

314
00:14:08,068 --> 00:14:12,369
在AI数据中心对电力需求极度饥渴的背景之下

315
00:14:12,369 --> 00:14:16,509
资金就难怪持续看好B1的发展前景

316
00:14:16,509 --> 00:14:18,710
世界杯呢逐渐临近

317
00:14:18,710 --> 00:14:19,710
D k n g

318
00:14:19,710 --> 00:14:20,190
股价确

319
00:14:20,190 --> 00:14:24,070
仍然在这个50日均线与半年线之间震荡

320
00:14:24,070 --> 00:14:25,409
不死不活的哈

321
00:14:25,409 --> 00:14:29,200
过去一年预测市场严重的冲击了

322
00:14:29,200 --> 00:14:32,000
像呃DKANG这样的体育博彩公司

323
00:14:32,000 --> 00:14:34,289
导致他们的股价呢大幅下跌

324
00:14:34,289 --> 00:14:36,889
从50美元跌到了25美元

325
00:14:36,889 --> 00:14:38,809
因为预测市场可以提供

326
00:14:38,809 --> 00:14:41,990
与体育博彩非常相似的期货合约

327
00:14:41,990 --> 00:14:43,940
抢走了DKNG的生意

328
00:14:43,940 --> 00:14:45,860
看底下的成交量哈

329
00:14:45,860 --> 00:14:49,379
根本没有主力资金在为世界杯提前埋伏

330
00:14:49,379 --> 00:14:50,120
这只股票

331
00:14:50,120 --> 00:14:52,269
反正目前还没有看到

332
00:14:52,269 --> 00:14:55,129
全是一部分散户在里面自嗨

333
00:14:55,129 --> 00:14:57,970
也许在世界杯开幕之前

334
00:14:57,970 --> 00:15:00,129
希望股价好歹能够涨一下

335
00:15:00,129 --> 00:15:04,809
不然的话嗯大家就宁愿去买厚冰hood了

336
00:15:04,809 --> 00:15:05,789
因为和冰hood

337
00:15:05,789 --> 00:15:09,950
它能够提供世界杯体育赛事的预测合约哈

338
00:15:09,950 --> 00:15:11,250
和DKNG那种

339
00:15:11,250 --> 00:15:14,590
你买了只能够等比赛结果的死板博彩

340
00:15:14,590 --> 00:15:15,490
不同的是

341
00:15:15,490 --> 00:15:18,610
散户在和平户的上可以像炒股一样

342
00:15:18,610 --> 00:15:22,139
在比赛日内随时可以根据赛举的变化

343
00:15:22,139 --> 00:15:23,200
高频买卖

344
00:15:23,200 --> 00:15:25,849
随时可以中途止盈或者割肉

345
00:15:25,849 --> 00:15:29,749
这就是为什么DKNG的表现像死水一滩呃

346
00:15:29,749 --> 00:15:32,168
因为就是以罗宾或者为代表的

347
00:15:32,168 --> 00:15:34,679
这些新型灵售预测市场哈

348
00:15:34,679 --> 00:15:37,960
正在把原本属于体育博彩的那些散户资金

349
00:15:37,960 --> 00:15:40,559
给成建制的抢走了行

350
00:15:40,559 --> 00:15:42,440
今天我们就说到这里

351
00:15:42,440 --> 00:15:44,240
那我们下次见拜拜

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