美股：AI服务器大涨，PLTR可能拐头，到处都有大涨的股。【2026-05-29】

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哈喽大家好

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欢迎回到阳光财经周末点评

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我是sunny

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今天是2026年5月29号星期五

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标普指数今天上涨16.43点

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涨幅0.22%

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每天都创新高

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虽然现在股指有点大幅偏离长期均线

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但趋势仍是向上

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指数离年限较远

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乖离率较大

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容易积累调整压力

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通常标普指数是比较不会疯涨

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只会慢涨

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如果指数离年限远了

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就随时会休息休息一下

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喘口气儿

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并不是见顶

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只是用来等超买的技术指标修复

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所以即使有小幅的调整

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也不必太担心

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纳斯达克指数上涨55.15点

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涨幅0.2%

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标普和纳指周线图九连阳

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连续周线阳线说明指数非常强劲

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但也酝酿回调

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或者是收一根周线阴线的风险

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股市每星期都涨

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好的不现实啊

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我猜测下周的周线啊可能就不一定会是阳线了

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本周美国和伊朗围绕有没有协议各执一词

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都在公共媒体扔出不同版本的所谓停火协议

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美国的版本啊可能更为现实一些

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而这个版本正在等待川普的批准

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川普的社交媒体帖子十分坚持

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美国的诉求

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就是伊朗必须承诺永远不会拥有核武器

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霍尔木兹海峡必须无条件开放

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允许双向自由通行

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不设任何收费

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所有水雷必须清除

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在他的帖子中提到啊

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能去伊朗的山脉底下把浓缩铀挖出来的

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只有美国和中国

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只有这两个国家才有这样的机动能力

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美国将在国际原子能机构的密切协调下

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把浓缩铀挖出来销毁

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在另行通知之前

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不会进行任何资金交易

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伊朗想要保留核计划和海峡两张王牌的情况下

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还能解冻被制裁的资产

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这在川普看来简直不可能

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双方分歧还是相当大的

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只不过战争的边际影响逐渐减小

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停火协议的朦胧利好

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有助于股指的反弹和油价的承压下跌

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截图时跌了1.42%

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报价91.38

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离净线支撑线非常近

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在这个位置有可能获得支撑线支撑

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而反弹继续上涨

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也有可能受到消息面的推动

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而一举跌穿净线

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形成头部形态

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原油是不是见顶

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很快就能揭晓

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WTI原油则跌到了87.65美元一桶

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也是同步下跌

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那WTI原油和布伦特原油有什么区别呢

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为什么两者能够差三四美元呢

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WTI是美国西德克萨斯中质原油的代码

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主要是产自美国内陆油田的油

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布伦特原油主要产自大西洋油田

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在海上开采

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通过海上运输到达各地

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所以有更好的全球物流灵活性

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WTI的油在密度和含硫的比例上面

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都低于布伦特油

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用WTI的油精炼出成品油的成本

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其实是比布油更低的

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WTI的油比布油在提炼成本上更低

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历史上WTI的油要比布油贵一些

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但是现在却是WTI不到90不

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油超过90

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不由更贵

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那主要原因就是美国内陆油田

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近年来开采出来的页岩油产量丰富

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美国内地的油太多了

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所以便宜不由在海上开采

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海上运输

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尤其受到地缘政治影响

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更迅速地反映中东局势的变化

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但毕竟这两个都是缘由

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两者之间存在套利机会

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价格差几美元有时多有时少

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但最终它们的方向是一致的

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在分析中东局势时

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受到更直接影响的布伦特原油价格

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往往跑在消息面的前面

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我们分不清伊朗和美国的新闻到底谁是事实

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只看布伦特原油就知道

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最近战争形势可能还是趋于缓和了

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宏观数据方面

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美国的经济形势还是不错

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下周重要宏观数据有星期一的PMI

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星期三小非农和星期五的非农

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于下周一公布的采购经理人指数

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预计还是维持在繁荣区间

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预测值是52.6

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今年以来美国的PMI指数都在50以上

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星期三的小非农预测值是11万

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周五大非农预测值是9.6万

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非农低于10万可能会导致市场认为经济放缓

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所以下周的非农啊可能是市场的一颗小小的雷

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美国经济温和通胀

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而就业还不错

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显示GDP增长率为1.6%

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虽然从之前公布的2%向下修正到1.6

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也低于预期

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但终究美国经济还是出现了不错的增长

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加拿大就不行了

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加拿大在一季度GDP增速是负的0.1%

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去年四季度更是负的1%

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连续两个季度负增长

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现在通胀回升

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显然也不可能去降息

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所以呢今年预测加拿大就是维持利率不变

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这样的话加元加不了息

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美元有一次加息预期

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那么美元升值

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加元继续贬值是可以期待的

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当一个国家的货币有加息预期时

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它的货币会有升值的倾向

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如果这个国家的利率是要降息

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它的货币会有贬值的倾向

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美元兑加元目前是1.38左右

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也就是一美元可以换1.38加元

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中期内这个比值还是会上升

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今天AI服务器题材大涨

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主要是财报后代而大涨导致的

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2000多亿市值的戴尔一天涨了30%多哎

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美股的钱膨胀起来也是不管原来的体量有多大

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大二的财报超预期

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比如营业收入

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利润前景

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这些指标都超过了预期

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戴尔大幅上调2027财年的业绩预测

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预计营收在1650亿美元和

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1690亿美元之间

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但真正让股价暴涨的是

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AI服务器业务

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同比增长七百五十七七%倍多

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单项营业收入达到161亿美元

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受到这个消息的影响

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AI服务器相关的SMCI和惠普也同时大涨

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AI服务器是一种专门用来处理人工智能的

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高性能计算服务器

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AI服务器比普通服务器需要更强大的算力

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需要更多的CPU和更多的高端GPU

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还需要容量极大的高带宽

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内存和硬盘

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耗电和发电量也大

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需要非常强的冷却系统

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如果说英伟达是AI淘金热当中卖铲子的

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那把铲子手套水桶等打包成一套淘金工具的人

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或者说把铲子做成挖掘机的包工头

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唉

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就是这几个搞AI服务器的SMCI呀

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之前就是给英伟达做

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所以股价一度暴涨

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如果不是他家老是财务风波不断

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违法的人和事比较多

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SMCI的股价应该也不至于跌下来

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那么戴尔我们熟知是做电脑的啊

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我们买品牌电脑

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他去把CPUGPU硬盘内存什么的组装在一起

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把windows也装好

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然后卖给我们

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那我们就不需要自己去买CPU

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GPU内存来自己组装了戴尔的AI服务器

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也是赶上了数据中心大量扩张的潮流

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所以订单增长速度很快

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同比增长757%

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当业绩出现三位数以上增长时

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股价大涨

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空头就被噶空了

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所以当我们判断一个行业或一家公司

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未来的业绩会出现超级增长

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它的股价可能就会起飞

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当然更多的人是在看到了涨幅巨大之后

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才来问能不能买

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那么今天涨了这么多的戴尔能不能买呢

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目前大盘非常强劲

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戴尔属于热门的AI板块

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又是今年容易上涨的硬件板块

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股价趋势强劲

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股价越强

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短线越有可能继续走强

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今天巨大的跳空缺口啊

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只要不补

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未来还将继续新高

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SMCI这支股今天也上涨了11个点

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看起来是个长期整理筑底后的底部

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不过这家公司时不时的暴雷啊

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还是要小心对待比较好

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美光科技今天继续上涨

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存储股从去年到今年涨不停

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韩国股市两大巨头

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三星和海力士大涨破1万亿美元

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所以也是炙手可热

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美股账户不一定能够买韩国的股票

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看券商有没有提供

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我想大多数券商是没有的

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那美股账户如果想要做多存储镁光MU闪迪

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SNDK希捷科技和西部数据

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这四大存储股就可以了

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如果非得去钻牛角尖

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要买海力士

219
00:09:50,589 --> 00:09:53,908
那么美股有几个ETF是投韩国股市的

220
00:09:53,908 --> 00:09:56,370
间接持有韩国海力士的ETF

221
00:09:56,370 --> 00:10:00,589
有贝莱德旗下的EWY韩国指数ETF

222
00:10:00,589 --> 00:10:05,009
这个ETF投资组合主打就是三星和海力士

223
00:10:05,009 --> 00:10:08,318
分别仓位是22%和18%

224
00:10:08,318 --> 00:10:12,149
其他的就是分散持有79只韩国股票

225
00:10:12,149 --> 00:10:15,070
dream d r a m是一支比较新的

226
00:10:15,070 --> 00:10:18,120
ETF是第一支内存股票ETF

227
00:10:18,120 --> 00:10:21,919
这支ETF认为内存是人工智能的关键瓶颈

228
00:10:21,919 --> 00:10:24,120
只做纯粹的内存投资

229
00:10:24,120 --> 00:10:27,720
投资组合当中海力士仓位26%

230
00:10:27,720 --> 00:10:29,909
三星18.4%

231
00:10:29,909 --> 00:10:34,330
另外他也持有了美光闪迪等美股存储公司

232
00:10:34,330 --> 00:10:35,230
赚了钱

233
00:10:35,230 --> 00:10:37,720
反过来投资人工智能模型

234
00:10:37,720 --> 00:10:39,340
三大存储巨头

235
00:10:39,340 --> 00:10:40,080
美光

236
00:10:40,080 --> 00:10:42,600
三星和海力士都参股了cloud

237
00:10:42,600 --> 00:10:45,110
人工智能的ANTHROPIC公司

238
00:10:45,110 --> 00:10:46,210
Anthropic

239
00:10:46,210 --> 00:10:49,960
本轮融资后的估值达到了9650亿美元

240
00:10:49,960 --> 00:10:54,259
这还不是公开上市就已经达到了价值啊

241
00:10:54,259 --> 00:10:56,879
卖铲子的人也来参加淘金

242
00:10:56,879 --> 00:11:01,000
可见AI这一轮淘金可能最终还真的有黄金

243
00:11:01,000 --> 00:11:02,240
别的不说

244
00:11:02,240 --> 00:11:06,029
现在大家用AI是日常生活和工作必需啦

245
00:11:06,029 --> 00:11:08,509
除了回答几个问题以后

246
00:11:08,509 --> 00:11:11,669
AI还会更进一步成为机器人的大脑

247
00:11:11,669 --> 00:11:15,009
创造出越来越多的需求和市场空间

248
00:11:15,009 --> 00:11:17,809
PLTR今天大涨9.2%

249
00:11:17,809 --> 00:11:20,240
一是戴尔所带动的

250
00:11:20,240 --> 00:11:24,159
因为PLTR与戴尔有深度战略合作

251
00:11:24,159 --> 00:11:27,820
双方共同推出了将PLTR的人工智能平台

252
00:11:27,820 --> 00:11:31,879
深度整合进AI服务器的软硬件一体化方案

253
00:11:31,879 --> 00:11:33,879
戴尔服务器卖得好

254
00:11:33,879 --> 00:11:37,109
POTR的企业级AI就跟着落地

255
00:11:37,109 --> 00:11:40,528
所以戴尔AI服务器增长757%

256
00:11:40,528 --> 00:11:43,068
也就带动了POTR的上涨

257
00:11:43,068 --> 00:11:46,869
PENTAGER被认为是特斯拉之后的散户集中营

258
00:11:46,869 --> 00:11:49,970
是第二支散户特别爱炒的股票

259
00:11:49,970 --> 00:11:52,370
主要特点就是换手率高

260
00:11:52,370 --> 00:11:56,230
特斯拉是一个月左右筹码就会换手一遍

261
00:11:56,230 --> 00:11:58,090
PLTR会长一点

262
00:11:58,090 --> 00:11:59,590
大约不到两个月

263
00:11:59,590 --> 00:12:01,269
平均换手百分之百

264
00:12:01,269 --> 00:12:03,049
交投比较活跃

265
00:12:03,049 --> 00:12:05,649
目前POTR正在反弹

266
00:12:05,649 --> 00:12:07,610
有机会回到年线上

267
00:12:07,610 --> 00:12:09,610
如果下周站上年线

268
00:12:09,610 --> 00:12:11,869
可以初步判断底部成立

269
00:12:11,869 --> 00:12:13,288
snow大涨后

270
00:12:13,288 --> 00:12:15,019
软件股恢复元气

271
00:12:15,019 --> 00:12:18,639
snowflake1季度财报营收13.9亿

272
00:12:18,639 --> 00:12:20,629
同比增长33%

273
00:12:20,629 --> 00:12:21,750
过去12个月

274
00:12:21,750 --> 00:12:24,250
产品收入超过100万的客户数量

275
00:12:24,250 --> 00:12:26,139
达到779家

276
00:12:26,139 --> 00:12:28,360
星期四涨了36%

277
00:12:28,360 --> 00:12:31,179
星期五接着又涨了6.86%

278
00:12:31,179 --> 00:12:34,169
可见业绩后大涨不是在出货

279
00:12:34,169 --> 00:12:35,860
因此看高一线

280
00:12:35,860 --> 00:12:38,820
今年上半年软件要被AI替代

281
00:12:38,820 --> 00:12:41,240
所以SAAS板块都在下跌

282
00:12:41,240 --> 00:12:42,700
导致硬件大涨

283
00:12:42,700 --> 00:12:44,500
软件下跌的局面

284
00:12:44,500 --> 00:12:47,500
但snowflake的业绩说明

285
00:12:47,500 --> 00:12:51,269
真正用上AI的软件还是生意不错的

286
00:12:51,269 --> 00:12:53,909
软件ETF今天涨了6.25%

287
00:12:53,909 --> 00:12:55,070
占上了年限

288
00:12:55,070 --> 00:12:58,860
这说明市场可能正在对软件股进行价值修复

289
00:12:58,860 --> 00:13:01,100
受软件板块反弹影响

290
00:13:01,100 --> 00:13:04,490
微软这软字当头的也反弹了

291
00:13:04,490 --> 00:13:07,110
微软今天上涨收盘450

292
00:13:07,110 --> 00:13:10,120
突破了昨天说的435压力线

293
00:13:10,120 --> 00:13:14,200
突破后白线底下就是一个头肩底啊

294
00:13:14,200 --> 00:13:15,830
我有一个主观的经验

295
00:13:15,830 --> 00:13:20,169
就是美股的指数和明星股出现见顶图形后

296
00:13:20,169 --> 00:13:21,450
经常是假的

297
00:13:21,450 --> 00:13:25,490
但出现的底部形态后经常是真的好

298
00:13:25,490 --> 00:13:26,950
按这个经验来看

299
00:13:26,950 --> 00:13:28,929
微软应该是见底了

300
00:13:28,929 --> 00:13:31,649
我在公开账户中持有的微软不多

301
00:13:31,649 --> 00:13:32,929
只有40股

302
00:13:32,929 --> 00:13:34,730
今天截图是亏的

303
00:13:34,730 --> 00:13:37,340
账户净值是22.2万

304
00:13:37,340 --> 00:13:39,578
是不是会加一点微软呢

305
00:13:39,578 --> 00:13:43,538
我在别的账户持有微软加起来已经挺多的了

306
00:13:43,538 --> 00:13:45,379
所以公开账户加十股

307
00:13:45,379 --> 00:13:48,129
20股的意义并不是太大啊

308
00:13:48,129 --> 00:13:51,070
我下周会考虑考虑这个事儿好

309
00:13:51,070 --> 00:13:52,669
那今天的节目就分享到这里

310
00:13:52,669 --> 00:13:53,529
感谢大家收看

311
00:13:53,529 --> 00:13:54,629
祝大家周末愉快

312
00:13:54,629 --> 00:13:55,889
我们下期节目再见

313
00:13:55,889 --> 00:13:56,659
拜拜

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