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美股 科技股失血创纪录!NVDA这是还没跌完!5月CPI折射美联储政策困境!揭秘OpenAI史上最大基建!SMCI大暴跌!SOXL、QCOM、ARM、AVGO、

BV1VjEe6NEYf · 请不要叫我梁同学
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发布时间 2026-06-11 10:13
时长 23分16秒
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大家好

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今天是6月10日星期三

3
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我们继续分析美股

4
00:00:09,878 --> 00:00:12,839
本期内容包括对基本面的跟进

5
00:00:12,839 --> 00:00:16,318
随后分析大盘指数和热门股票

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00:00:17,439 --> 00:00:20,719
科技股失血创纪录

7
00:00:22,280 --> 00:00:25,280
历史级抛售与科技股重创

8
00:00:26,320 --> 00:00:27,679
美银数据显示

9
00:00:27,679 --> 00:00:30,309
上周美股遭遇剧烈震荡

10
00:00:30,309 --> 00:00:33,909
客户合计净卖出144亿美元

11
00:00:33,909 --> 00:00:37,929
科技股外流规模创2008年以来之最

12
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成为本轮调整最突出特征

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00:00:40,950 --> 00:00:46,679
在标普500路德于一年来最大单周跌幅背景下

14
00:00:46,679 --> 00:00:50,600
大盘科技股承受了空前的集中抛压

15
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机构主导与多类资金减仓

16
00:00:54,560 --> 00:00:57,500
机构投资者主导了本轮抛售

17
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创下自2025年3月中旬以来最大规模外流

18
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对冲基金和私人客户也连续减仓

19
00:01:06,870 --> 00:01:09,250
其中私人客户的抛售力度

20
00:01:09,250 --> 00:01:12,459
为2024年11月以来最强

21
00:01:12,459 --> 00:01:14,859
各类资金的同步撤退

22
00:01:14,859 --> 00:01:19,459
反映出市场避险情绪的显著升温

23
00:01:20,939 --> 00:01:24,789
个股撤资与ETF逆势流入

24
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尽管个股遭大规模净卖出

25
00:01:27,789 --> 00:01:34,129
股票ETF却延续了连续11周净流入势头

26
00:01:34,129 --> 00:01:37,709
上周小幅落得3亿美元流入

27
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这表明部分投资者并未全面撤离股市

28
00:01:41,478 --> 00:01:45,998
而是选择通过被动工具保持市场敞口

29
00:01:45,998 --> 00:01:49,400
以应对当前复杂多变的市场环境

30
00:01:49,400 --> 00:01:52,379
地缘风险冲击市场情绪

31
00:01:52,379 --> 00:01:57,030
特朗普关于将对伊朗发起猛烈打击的表态

32
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令地缘政治风险急剧升温

33
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进一步冲击了市场情绪

34
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受此影响

35
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客户在11个标普板块中净卖出八个

36
00:02:07,709 --> 00:02:10,788
通信服务板块亦录得外流

37
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宏观不确定性的增加

38
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加剧了资金的恐慌性流出

39
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风格轮动与防御资产韧性

40
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本轮卖压呈现明显的风格轮动特征

41
00:02:25,879 --> 00:02:28,979
资金在减持大盘股的同时

42
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转向小盘和中盘股

43
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工业房地产及公用事业等防御性板块

44
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逆势吸引资金流入

45
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医疗健康ETF领跑流入榜

46
00:02:41,719 --> 00:02:46,439
显示出资金对估值风险的规避倾向

47
00:02:47,180 --> 00:02:48,300
回购放缓

48
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削弱技术支撑

49
00:02:49,829 --> 00:02:53,288
企业回购规模连续第二周收缩

50
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虽四周滚动均值升至3月底以来最高

51
00:02:57,699 --> 00:03:01,000
但仍略低于去年同期水平

52
00:03:01,000 --> 00:03:04,030
在标普500指数大跌的背景下

53
00:03:04,030 --> 00:03:06,229
回购力度的边际回落

54
00:03:06,229 --> 00:03:10,270
意味着市场少了一项重要的技术性支撑

55
00:03:10,270 --> 00:03:13,094
值得持续关注

56
00:03:14,500 --> 00:03:19,780
美国5月CPI折射美联储政策困境

57
00:03:21,840 --> 00:03:24,778
通胀结构分化与政策两难

58
00:03:24,778 --> 00:03:28,258
美国5月CPI同比上涨4.2%

59
00:03:28,258 --> 00:03:29,979
创3年新高

60
00:03:29,979 --> 00:03:33,750
但核心CPI环比涨幅低于预期

61
00:03:33,750 --> 00:03:38,740
这种整体火热与核心温和的结构性分化

62
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使美联储陷入政策困境

63
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既缺乏立即收紧政策的充分理由

64
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也无法轻易转向宽松

65
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能源冲击主导物价反弹

66
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受伊朗冲突及霍尔木兹海峡运输受阻影响

67
00:03:56,870 --> 00:04:00,710
5月能源价格贡献了当月超60%的

68
00:04:00,710 --> 00:04:03,009
总体通胀增幅

69
00:04:03,009 --> 00:04:06,349
汽油价格同比飙升逾40%

70
00:04:06,349 --> 00:04:07,969
导致过去三个月

71
00:04:07,969 --> 00:04:12,199
总体通胀年化增速达8%以上

72
00:04:12,199 --> 00:04:16,000
成为推高整体CPI的核心变量

73
00:04:17,839 --> 00:04:24,579
单一数据难以定调未来新美联储通讯社啊

74
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分析师指出

75
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仅凭单月报告无法得出确切结论

76
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能源成本飙升

77
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弱化了核心CPI温和的分量

78
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主张保持耐心的理由不再取决于单一数据

79
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而需要一系列通胀降温的数据来支撑决策

80
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华尔街主流维持观望立场

81
00:04:48,589 --> 00:04:50,310
多数机构认为

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本次CPI强化了高利率维持更久的逻辑

83
00:04:54,829 --> 00:04:58,430
但尚不足以触发加息会议等

84
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机构表示

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核心通胀仍相对受控

86
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市场对未来进一步加息的定价可能偏高

87
00:05:06,899 --> 00:05:12,879
美联储大概率将在未来数月继续按兵不动

88
00:05:15,180 --> 00:05:18,129
核心通胀仍处可控轨道

89
00:05:18,129 --> 00:05:20,250
彭博经济学家认为

90
00:05:20,250 --> 00:05:23,439
5月核心CPI甚至低于预期

91
00:05:23,439 --> 00:05:28,199
按年化计算仍大致符合美联储2%的目标

92
00:05:28,199 --> 00:05:30,740
价格上涨范围正在缩窄

93
00:05:30,740 --> 00:05:35,100
消费者削减非必需支出迹象显现

94
00:05:35,100 --> 00:05:37,540
企业提价能力减弱

95
00:05:37,540 --> 00:05:40,639
表明通胀可能已经见顶

96
00:05:40,639 --> 00:05:44,970
降息预期后移成为市场共识

97
00:05:44,970 --> 00:05:46,170
CPI数据

98
00:05:46,170 --> 00:05:51,788
进一步巩固了市场对高利率持续更久的判断

99
00:05:51,788 --> 00:05:53,988
当前华尔街主流认为

100
00:05:53,988 --> 00:05:57,089
6月和7月降息基本无望

101
00:05:57,089 --> 00:05:59,509
若能源价格持续高企

102
00:05:59,509 --> 00:06:01,810
并向核心领域传导

103
00:06:01,810 --> 00:06:04,579
加息讨论将重新升温

104
00:06:04,579 --> 00:06:07,939
反之年内晚些时候仍有降息可能

105
00:06:08,939 --> 00:06:14,319
嗯揭秘open i史上最大基建

106
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史上最大基建于20年租约

107
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open i正洽谈租赁俄亥俄州十几瓦数据中心

108
00:06:24,569 --> 00:06:28,389
园区总成本至少5000亿美元

109
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通过20年期租约掌控设备

110
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并在运营后付款

111
00:06:34,319 --> 00:06:36,480
首期800兆瓦

112
00:06:36,480 --> 00:06:38,720
预计2028年就绪

113
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这是其迄今最大的基础设施承诺

114
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英伟达化身基建融资方

115
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英伟达罕见以背书方身份介入

116
00:06:51,180 --> 00:06:52,779
动用资产负债表

117
00:06:52,779 --> 00:06:58,480
为OpenAI租约及sb energy融资提供担保

118
00:06:58,639 --> 00:06:59,560
此举标志

119
00:06:59,560 --> 00:07:04,490
其从芯片供应商向基础设施融资方转型

120
00:07:04,490 --> 00:07:07,910
既解决初创企业信用痛点

121
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又深度锁定核心客户

122
00:07:11,839 --> 00:07:15,209
算力规模远超胡佛大坝

123
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十几瓦容量

124
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相当于胡服大坝发电量的4.5倍

125
00:07:20,149 --> 00:07:23,990
在全球数据中心建设史上极为罕见

126
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仅采购英伟达AI芯片一项

127
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就需约3500亿美元

128
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加上数百亿租金

129
00:07:31,750 --> 00:07:37,379
凸显了AI军备竞赛对资本和电力的极致渴求

130
00:07:37,819 --> 00:07:41,610
冷战何以指变身算力心脏

131
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项目选址

132
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美国能源部持有的前铀浓缩设施

133
00:07:46,610 --> 00:07:49,920
配套9.2几瓦天然气发电

134
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联邦土地所有权不仅有助于盘活冷战遗产

135
00:07:54,629 --> 00:07:58,769
还能有效规避大型数据中心常遭遇的

136
00:07:58,769 --> 00:08:03,709
社区抵制和地方规划审批障碍

137
00:08:05,839 --> 00:08:08,860
星际之门折戟后的战略转向

138
00:08:08,860 --> 00:08:12,269
在合资公司计划搁浅后

139
00:08:12,269 --> 00:08:15,310
OpenAI再次压住自由算力

140
00:08:15,310 --> 00:08:17,600
以降低长期成本

141
00:08:17,600 --> 00:08:19,860
尽管未来5年仍依赖

142
00:08:19,860 --> 00:08:24,649
超6650亿美元的外部云租赁协议

143
00:08:24,649 --> 00:08:26,209
但掌控资源

144
00:08:26,209 --> 00:08:30,329
数据中心已成为其在IPO审查中

145
00:08:30,329 --> 00:08:33,879
维持技术代差的核心筹码

146
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软银子公司主导开发IPO

147
00:08:36,889 --> 00:08:42,509
有软银控股的sp energy是项目的关键执行方

148
00:08:42,509 --> 00:08:44,850
此前已获OpenAI投资

149
00:08:44,850 --> 00:08:48,259
并受托建设德州算力园区

150
00:08:48,259 --> 00:08:50,919
随着该超级项目的推进

151
00:08:50,919 --> 00:08:56,578
这家集算电一体化能力的平台正寻求赴美上市

152
00:08:56,578 --> 00:09:00,219
目标估值或超500亿美元

153
00:09:01,429 --> 00:09:04,740
好我们看一下今天市场的表现

154
00:09:08,039 --> 00:09:09,940
收跌1.8%左右

155
00:09:09,940 --> 00:09:13,720
我们看到日线图呢还是中等强势的阴线哈

156
00:09:13,720 --> 00:09:15,620
今天的K线的下影线

157
00:09:15,620 --> 00:09:18,129
这比昨天的下影线要短了很多

158
00:09:18,129 --> 00:09:21,490
这表明多头不再使劲的托底了

159
00:09:21,490 --> 00:09:23,850
但是今天主要还是数据面哈

160
00:09:23,850 --> 00:09:25,110
影响较大

161
00:09:25,110 --> 00:09:27,669
我们看一下5分钟图

162
00:09:28,779 --> 00:09:31,200
我看到数据面啊

163
00:09:31,200 --> 00:09:34,929
又再次形成了一次脉冲式的一个上上涨

164
00:09:34,929 --> 00:09:36,269
或者叫反弹吧

165
00:09:36,269 --> 00:09:40,070
随后呢市场就掉落了下来对吧

166
00:09:40,070 --> 00:09:42,129
到了中间这根小横线附近啊

167
00:09:42,129 --> 00:09:44,509
就这个诶又掉了回来

168
00:09:44,509 --> 00:09:47,470
那么接下来呢我们就要看这个支撑区

169
00:09:47,470 --> 00:09:49,159
现在已经变成阻力区哈

170
00:09:49,159 --> 00:09:50,820
能不能形成啊

171
00:09:50,820 --> 00:09:54,840
真正的阻力继续震荡下行是吧

172
00:09:57,100 --> 00:09:57,940
好对吧

173
00:09:57,940 --> 00:09:58,980
这现在是空头吧

174
00:10:00,460 --> 00:10:02,179
好这是今天的一个情况啊

175
00:10:02,179 --> 00:10:06,190
我们再看一下日线是光头

176
00:10:06,190 --> 00:10:07,450
是不是啊

177
00:10:07,450 --> 00:10:10,879
比昨天更坚持了一些啊

178
00:10:10,879 --> 00:10:11,919
下影线比较短

179
00:10:11,919 --> 00:10:13,340
今天的K线啊

180
00:10:13,340 --> 00:10:16,480
所以今天的空头比昨天的空头还要强一点啊

181
00:10:16,480 --> 00:10:18,379
从收盘的角度来说

182
00:10:18,379 --> 00:10:20,299
昨天的还弹了起来对吧

183
00:10:20,299 --> 00:10:22,419
那今天就没有那么弹起来

184
00:10:22,419 --> 00:10:27,419
这样的话整体的空投的波段呢目前还是有效的

185
00:10:28,899 --> 00:10:30,679
我们看一下小盘股

186
00:10:30,679 --> 00:10:32,120
我们看到啊

187
00:10:32,120 --> 00:10:34,039
今天的K线也是大幅的冲高

188
00:10:34,039 --> 00:10:35,220
然后砸盘

189
00:10:35,220 --> 00:10:36,019
那很显然

190
00:10:36,019 --> 00:10:40,379
今天的空头比昨天的空头收盘收的还是更强势

191
00:10:40,379 --> 00:10:43,620
这样的话市场下行的概率会提高

192
00:10:44,149 --> 00:10:47,309
看下5分钟嗯

193
00:10:47,710 --> 00:10:49,830
看这边往上拖了一下

194
00:10:49,830 --> 00:10:51,330
又掉了回来是吧

195
00:10:51,330 --> 00:10:56,684
所以看明天能不能继续延续跌势哈是吧

196
00:10:56,840 --> 00:11:00,759
好这是罗素

197
00:11:02,580 --> 00:11:08,240
到这你看今天是比较明显的强势的大阴线吧

198
00:11:08,240 --> 00:11:10,000
啊几乎就没有下影线啊

199
00:11:10,000 --> 00:11:12,679
就是稍微微微小弹了一点点

200
00:11:12,679 --> 00:11:15,120
表明空头还是比较坚持的

201
00:11:15,120 --> 00:11:16,318
看到吧

202
00:11:16,318 --> 00:11:18,438
也就是说这又向上突破失败了

203
00:11:18,438 --> 00:11:20,219
突破这个阻力区嗯

204
00:11:20,219 --> 00:11:22,798
是的好突破有时候会成功

205
00:11:22,798 --> 00:11:24,359
有时候会失败

206
00:11:24,580 --> 00:11:27,360
嗯这次就属于又掉了回来是吧

207
00:11:27,360 --> 00:11:28,600
跌落了下来

208
00:11:28,600 --> 00:11:33,100
我们看一下5分钟对吧

209
00:11:33,100 --> 00:11:36,360
我们说这一片空头是认为这是现行反转形态

210
00:11:36,360 --> 00:11:38,139
可以继续跌的这一片

211
00:11:38,139 --> 00:11:39,620
也有一部分交易者认为

212
00:11:39,620 --> 00:11:41,509
支撑区附近应该继续做多

213
00:11:44,639 --> 00:11:48,179
这种走法表明空头更强

214
00:11:48,940 --> 00:11:50,159
再看一下日线

215
00:11:50,159 --> 00:11:51,700
空头更强吧

216
00:11:51,700 --> 00:11:53,970
强不强嗯

217
00:11:54,570 --> 00:11:56,389
好这是这几个

218
00:11:56,389 --> 00:11:57,370
那既然如此

219
00:11:57,370 --> 00:11:59,590
标普肯定是下跌了对吧

220
00:11:59,590 --> 00:12:02,279
昨天标普其实也是小阴线哈

221
00:12:02,279 --> 00:12:04,879
啊今天就是变成了更强势的阴线

222
00:12:04,879 --> 00:12:06,578
我们看实体部分对吧

223
00:12:06,578 --> 00:12:09,818
昨天就是说中欧双方博弈还是相当激烈的

224
00:12:09,818 --> 00:12:11,239
长长的上影线

225
00:12:11,239 --> 00:12:12,578
长长的下影线

226
00:12:12,578 --> 00:12:15,279
但今天空头更强势哈

227
00:12:15,279 --> 00:12:17,440
多头没有长长的下影线了

228
00:12:17,440 --> 00:12:18,480
对不对

229
00:12:18,480 --> 00:12:22,159
我们看到我们还有基本上收盘啊

230
00:12:22,159 --> 00:12:25,840
我们的这个纳指相关的标记还在下跌哈

231
00:12:25,840 --> 00:12:28,490
啊接近2%的跌幅了

232
00:12:28,690 --> 00:12:30,169
好再看一下标普哈

233
00:12:31,210 --> 00:12:35,179
这表明空头还是相当强势的

234
00:12:36,240 --> 00:12:38,259
有人会跌到什么份上

235
00:12:38,259 --> 00:12:39,960
没有固定答案啊

236
00:12:39,960 --> 00:12:44,850
这个深浅形态都没有特别固定的形态

237
00:12:45,090 --> 00:12:48,328
他总是总是不可预测哈

238
00:12:48,328 --> 00:12:49,369
不是那么清晰

239
00:12:49,369 --> 00:12:51,729
但是我们的模式非常清晰对吧

240
00:12:51,729 --> 00:12:53,369
我们对市场的判断都是

241
00:12:53,369 --> 00:12:57,049
基本上跟市场的走势是一致的

242
00:13:02,950 --> 00:13:05,818
暴跌4%超过4%

243
00:13:05,818 --> 00:13:09,620
是一个非常强势的阴线啊

244
00:13:09,620 --> 00:13:11,000
这个阴线非常强

245
00:13:11,000 --> 00:13:15,090
我们看一下5分钟图啊

246
00:13:15,090 --> 00:13:17,289
这两天说跌破这位置往下走

247
00:13:17,289 --> 00:13:18,169
震荡下行

248
00:13:18,169 --> 00:13:22,409
对多头也可以再画一个紧凑一点的下跌趋势线

249
00:13:22,409 --> 00:13:23,424
跟一下

250
00:13:24,120 --> 00:13:27,360
或者呢你按照日线图去跟进趋势也是可以的

251
00:13:27,360 --> 00:13:30,019
我们看下日线对

252
00:13:30,019 --> 00:13:32,139
大概还不得看啊

253
00:13:32,139 --> 00:13:33,059
你要是缩小的话

254
00:13:33,059 --> 00:13:35,240
就看不清这个K线啊

255
00:13:35,240 --> 00:13:37,659
你要是看放大这个图表是吧

256
00:13:37,659 --> 00:13:39,799
这能看清这个K线在下方

257
00:13:39,799 --> 00:13:43,559
主要支撑位应该是在3900~4000这一带啊

258
00:13:43,559 --> 00:13:44,820
说这是底吗

259
00:13:44,820 --> 00:13:45,500
不是啊

260
00:13:45,500 --> 00:13:47,720
不一定是因为它不是牛市啊

261
00:13:47,720 --> 00:13:51,019
现在就这一片已经不是牛市了哈

262
00:13:51,019 --> 00:13:52,299
有点偏空

263
00:13:52,299 --> 00:13:55,970
震荡下行的一个走法好

264
00:13:55,970 --> 00:13:57,049
这是黄金

265
00:13:57,049 --> 00:13:57,950
同理啊

266
00:13:57,950 --> 00:13:59,990
白银也是一样的形态

267
00:13:59,990 --> 00:14:02,309
大家千万不要去抄这个底哈

268
00:14:02,309 --> 00:14:04,029
但是这个如果你抄底

269
00:14:04,029 --> 00:14:05,350
如果风控做得好的话

270
00:14:05,350 --> 00:14:07,309
你也是震荡行情中的多头

271
00:14:07,309 --> 00:14:09,250
现在不是牛市中的多头

272
00:14:09,250 --> 00:14:11,570
大家现在一定要清晰啊

273
00:14:11,570 --> 00:14:12,669
这个形态

274
00:14:12,669 --> 00:14:15,509
因为大牛市刚刚结束啊

275
00:14:16,129 --> 00:14:17,830
这个不能去猜哈

276
00:14:17,830 --> 00:14:19,929
不能去特别乐观

277
00:14:19,929 --> 00:14:23,210
不能特别乐观好

278
00:14:23,210 --> 00:14:26,230
这个原油就是今天又收涨起来了哈

279
00:14:26,230 --> 00:14:27,570
震来震去的

280
00:14:27,570 --> 00:14:30,850
我们看一下5分钟图啊

281
00:14:30,850 --> 00:14:33,389
如果你在这些区域做多的话

282
00:14:33,389 --> 00:14:36,019
就做这么一截儿多头就可以了

283
00:14:36,019 --> 00:14:37,419
不可预测哈

284
00:14:37,419 --> 00:14:41,179
技术面只能说有一些局部的小形态可以做赌啊

285
00:14:41,179 --> 00:14:43,320
到下午盘这里又出现了空投的突破哈

286
00:14:43,320 --> 00:14:45,820
可以做空到尾盘这里

287
00:14:45,820 --> 00:14:46,679
你说做啥

288
00:14:46,679 --> 00:14:48,279
在尾盘就不做了呀

289
00:14:48,279 --> 00:14:51,700
避免说这个不做了也没什么机会

290
00:14:51,700 --> 00:14:54,320
现在啊好日线图

291
00:14:54,320 --> 00:14:55,120
这也是一样啊

292
00:14:55,120 --> 00:14:57,159
他是一个无序震荡啊

293
00:14:58,100 --> 00:15:01,068
好这是这些质数

294
00:15:01,668 --> 00:15:04,989
我们看一下我们的市场分布情况啊

295
00:15:05,139 --> 00:15:07,700
你看半导体大地

296
00:15:07,700 --> 00:15:13,649
互联网大D软件基础设施下跌价

297
00:15:13,649 --> 00:15:16,889
微电子微微的反弹是吧

298
00:15:16,889 --> 00:15:19,789
航空航天下跌嗯

299
00:15:19,789 --> 00:15:23,110
这是我们关注的几个龙头啊

300
00:15:23,110 --> 00:15:27,360
然后这个半导体设备和材料这个下跌是吧

301
00:15:27,360 --> 00:15:28,299
那没啥了

302
00:15:28,299 --> 00:15:31,059
计算机硬件下跌是吧

303
00:15:31,059 --> 00:15:32,700
好像没什么可看的啊

304
00:15:32,700 --> 00:15:34,799
这这这个我们看下领涨的

305
00:15:34,799 --> 00:15:37,139
领涨都不是我们喜欢的那个啊

306
00:15:37,139 --> 00:15:38,580
除了这个DKNG

307
00:15:38,580 --> 00:15:40,100
这个我们昨天提了一下啊

308
00:15:40,100 --> 00:15:40,740
我们看一眼

309
00:15:42,940 --> 00:15:46,509
嗯地坑季或许会走这么一截哈

310
00:15:46,509 --> 00:15:49,679
大家要看你昨天它就领涨

311
00:15:49,679 --> 00:15:50,799
昨天是大阳线

312
00:15:50,799 --> 00:15:54,320
今天天空高开冲高又走回落对吧

313
00:15:54,320 --> 00:15:56,740
嗯这一定会那样吧

314
00:15:57,049 --> 00:15:58,929
这也要看市场整体的情绪

315
00:15:58,929 --> 00:16:00,850
市场整体偏空的话

316
00:16:00,850 --> 00:16:04,169
说实话这走牛市的概率呢也会降低

317
00:16:04,169 --> 00:16:05,710
就这个图对吧

318
00:16:05,710 --> 00:16:08,070
他也可能走一些小波段就震荡

319
00:16:08,070 --> 00:16:09,649
对不好

320
00:16:09,649 --> 00:16:12,129
要看市场的整体氛围哈

321
00:16:13,269 --> 00:16:15,230
好我们看一下我们的龙头股

322
00:16:16,389 --> 00:16:18,049
你看这些图

323
00:16:18,049 --> 00:16:19,769
那我们反过来看吧

324
00:16:19,769 --> 00:16:24,980
今天SMCI大保底是吧

325
00:16:24,980 --> 00:16:27,440
有人说能忍得住

326
00:16:27,799 --> 00:16:29,240
这就因人而异了哈

327
00:16:29,240 --> 00:16:32,700
看你看你对资金的在乎程度哈

328
00:16:32,700 --> 00:16:33,919
如果你特别在乎

329
00:16:33,919 --> 00:16:38,610
说明你可能资产啊就是放在市场里的资金过大

330
00:16:38,610 --> 00:16:39,610
如果不在乎

331
00:16:39,610 --> 00:16:41,009
可能占比较小

332
00:16:41,009 --> 00:16:45,009
一般情况下大部分人都是比较在乎钱的对吧

333
00:16:45,009 --> 00:16:45,929
没有不在乎的

334
00:16:45,929 --> 00:16:47,639
不管多少都会在乎

335
00:16:47,639 --> 00:16:48,919
如果不在乎的话

336
00:16:48,919 --> 00:16:51,080
那也有点儿有点儿不对劲

337
00:16:51,080 --> 00:16:52,419
哈哈对吧

338
00:16:52,419 --> 00:16:53,519
你看这图

339
00:16:53,519 --> 00:16:55,070
这是啥啊

340
00:16:55,070 --> 00:16:56,269
在这里跳空低开

341
00:16:56,269 --> 00:16:58,009
然后垂竖直往下砸

342
00:16:58,009 --> 00:16:59,370
因此你不能踩底哈

343
00:17:00,450 --> 00:17:02,210
我们看下5分钟图的细节

344
00:17:02,210 --> 00:17:05,309
你看跳空低开是吧

345
00:17:05,309 --> 00:17:08,309
直接往下砸大保底

346
00:17:08,309 --> 00:17:09,170
对不对

347
00:17:09,170 --> 00:17:11,109
不能踩底啊

348
00:17:13,740 --> 00:17:17,059
好我们再看一个

349
00:17:18,920 --> 00:17:19,940
Soo xl

350
00:17:19,940 --> 00:17:22,220
你看这篇昨天下影线过长

351
00:17:22,220 --> 00:17:23,640
今天上影线长

352
00:17:25,509 --> 00:17:28,029
今天空投就比昨天更强势一点

353
00:17:28,029 --> 00:17:30,319
从这个影线这个角度来说

354
00:17:30,680 --> 00:17:35,160
那大家觉得是下行概率高还是涨的概率高啊

355
00:17:37,099 --> 00:17:39,539
还是下跌概率高一点对吧

356
00:17:39,539 --> 00:17:41,039
我们用眼睛去看

357
00:17:41,039 --> 00:17:44,349
不要用不要用偏见去改啊

358
00:17:44,349 --> 00:17:47,890
就是说他还是下棋的概率高一点

359
00:17:47,890 --> 00:17:51,670
在曲线的下方是或者是最乐观

360
00:17:51,670 --> 00:17:52,890
就是先横盘震荡

361
00:17:52,890 --> 00:17:54,829
但悲观一点就是向下走了

362
00:17:55,950 --> 00:17:58,109
我们看下5分钟图

363
00:17:58,990 --> 00:18:01,349
有人说你看这图他也可以上去吧

364
00:18:01,349 --> 00:18:02,769
嗯那倒是

365
00:18:02,769 --> 00:18:05,309
但是你不能把趋势线画的那么紧凑啊

366
00:18:05,309 --> 00:18:06,769
这是5分钟图

367
00:18:06,769 --> 00:18:08,789
还是要再看看能不能拉上去

368
00:18:08,789 --> 00:18:11,309
明天但如果明天还是往下砸

369
00:18:11,309 --> 00:18:13,390
这表明它本身就是一个顶哈

370
00:18:13,390 --> 00:18:16,890
继续往下震荡下行的好

371
00:18:16,890 --> 00:18:17,910
我们再看一下日线

372
00:18:17,910 --> 00:18:19,410
其实日线是最标准的哈

373
00:18:20,410 --> 00:18:23,960
你看明天会怎么样呢是吧

374
00:18:23,960 --> 00:18:25,859
今天多头还努力尝试了一下

375
00:18:25,859 --> 00:18:28,429
但是失败了又砸了回来

376
00:18:28,749 --> 00:18:29,189
好

377
00:18:29,189 --> 00:18:31,148
这是半导体行业整体

378
00:18:32,229 --> 00:18:34,588
你看高通这个嗯

379
00:18:34,588 --> 00:18:36,189
你你你往下砸呢

380
00:18:36,189 --> 00:18:38,025
这属于对吧

381
00:18:38,349 --> 00:18:40,690
你把这个曲线一画就可以了

382
00:18:40,690 --> 00:18:43,700
你看他这个阴线收的比较强势

383
00:18:43,700 --> 00:18:45,940
收盘于这个K线将近低点

384
00:18:45,940 --> 00:18:48,059
也就实体部分非常强势啊

385
00:18:48,059 --> 00:18:51,039
中等偏强的阴线对吧

386
00:18:51,039 --> 00:18:53,079
跌到哪你不要去猜底啊

387
00:18:53,079 --> 00:18:56,359
这东西大家看他这个是回调啊

388
00:18:56,359 --> 00:18:58,690
他这个下跌他没准儿啊

389
00:18:59,049 --> 00:19:00,490
深浅没深浅

390
00:19:00,490 --> 00:19:04,299
没准儿看一下5分钟图

391
00:19:04,299 --> 00:19:07,599
看看明天能不能有反弹吧

392
00:19:07,599 --> 00:19:09,200
对不对

393
00:19:10,180 --> 00:19:12,420
没有反弹或者反弹无力继续跌

394
00:19:12,420 --> 00:19:13,949
那就继续跌呗

395
00:19:13,949 --> 00:19:15,689
从日线这个角度来说

396
00:19:15,689 --> 00:19:17,068
反弹一天也不行

397
00:19:17,068 --> 00:19:18,868
还得筑底才行是吧

398
00:19:18,868 --> 00:19:20,269
所以现在没有阳线哈

399
00:19:20,269 --> 00:19:21,788
不能着急

400
00:19:23,049 --> 00:19:27,049
看下RM你看都是阴线阴线是吧

401
00:19:27,049 --> 00:19:30,140
所以这样的话下跌趋下一划

402
00:19:30,140 --> 00:19:33,640
以日线为标准去看这波回调的一个止跌的位置

403
00:19:33,640 --> 00:19:36,049
现在不算是止跌哈

404
00:19:36,250 --> 00:19:37,829
你看它涨了这么多

405
00:19:37,829 --> 00:19:40,970
它多跌一点也是非常有可能的对吧

406
00:19:44,700 --> 00:19:46,859
博通也是天空低开

407
00:19:46,859 --> 00:19:47,599
然后往下砸

408
00:19:47,599 --> 00:19:48,539
止跌了吗

409
00:19:48,539 --> 00:19:49,140
没有

410
00:19:49,140 --> 00:19:51,269
很显然日线没有止跌哈

411
00:19:51,269 --> 00:19:52,829
看如果你往下看的话

412
00:19:52,829 --> 00:19:54,960
深不见底哈

413
00:19:55,559 --> 00:19:57,559
但是我们不去猜那个底

414
00:19:57,559 --> 00:20:00,269
5分钟图也是一样

415
00:20:00,269 --> 00:20:02,710
你把这曲线稍微宽一点啊

416
00:20:02,710 --> 00:20:06,019
因为日线图就是空头更强对吧

417
00:20:06,019 --> 00:20:07,900
你看反弹无力哈

418
00:20:07,900 --> 00:20:09,420
你看这反弹还有点力度

419
00:20:09,420 --> 00:20:12,039
今天反弹就这么一丢丢球砸回来了

420
00:20:12,039 --> 00:20:14,180
表明多头没有力度

421
00:20:14,400 --> 00:20:16,180
我们看一下是吧

422
00:20:16,180 --> 00:20:18,559
所以日线图是收阴线哈

423
00:20:21,460 --> 00:20:24,119
特斯拉是收什么K线阴线哈

424
00:20:24,119 --> 00:20:25,940
画好下跌顺线

425
00:20:25,940 --> 00:20:29,089
要说哎呀真弱势嗯

426
00:20:29,650 --> 00:20:31,210
特斯拉还有一个复杂的点

427
00:20:31,210 --> 00:20:34,430
在于space x对它的分流影响是吧

428
00:20:34,869 --> 00:20:36,609
我们让大家观察什么来着

429
00:20:36,609 --> 00:20:39,329
观察这根下跌数线右侧能不能形成

430
00:20:39,329 --> 00:20:40,869
没有给8000万

431
00:20:40,869 --> 00:20:44,019
他选择了震荡下行是吧

432
00:20:44,019 --> 00:20:47,179
今天是震荡下行的

433
00:20:47,979 --> 00:20:48,959
对呗

434
00:20:48,959 --> 00:20:50,939
是银线哈

435
00:20:51,750 --> 00:20:53,309
英伟达是什么K线

436
00:20:53,309 --> 00:20:55,470
阴线是吧

437
00:20:55,470 --> 00:20:57,869
这根小的下机圈的右侧没有给出来吧

438
00:20:59,029 --> 00:21:00,845
我们看一下5分钟图

439
00:21:01,470 --> 00:21:04,869
你看今天没有选到右侧哪一天行程

440
00:21:04,869 --> 00:21:06,089
他想行车的时候

441
00:21:06,089 --> 00:21:08,410
他自然就会形成目前没有行程

442
00:21:08,410 --> 00:21:09,880
看明天能不能行车

443
00:21:09,880 --> 00:21:12,200
因为今天没有能形成右侧点位哈

444
00:21:12,200 --> 00:21:14,039
这个就要看下一个交易日

445
00:21:14,039 --> 00:21:15,559
下一个交易日没不能形成

446
00:21:15,559 --> 00:21:16,559
那就再继续看

447
00:21:16,559 --> 00:21:19,609
继续推迟是可以跌啊

448
00:21:19,609 --> 00:21:20,789
当然可以跌了呀

449
00:21:20,789 --> 00:21:23,190
谁说不可以跌的

450
00:21:23,589 --> 00:21:24,829
我们再看一下日线

451
00:21:26,710 --> 00:21:28,869
本身就是一根中等偏强的阴线哈

452
00:21:28,869 --> 00:21:29,950
今天

453
00:21:31,319 --> 00:21:33,140
好看来这些什么感觉

454
00:21:33,140 --> 00:21:36,279
那就是正在走更深的回调

455
00:21:36,700 --> 00:21:38,980
戴尔这个也是今天冲高

456
00:21:38,980 --> 00:21:40,740
一度给多头乐观的语气

457
00:21:40,740 --> 00:21:42,000
但是又掉了下来

458
00:21:42,000 --> 00:21:43,710
气人不啊

459
00:21:43,710 --> 00:21:46,670
所以他这本身就是一个慢慢速的回车了哈

460
00:21:48,109 --> 00:21:51,269
看下5分钟是吧

461
00:21:51,269 --> 00:21:52,589
以日线为标准啊

462
00:21:52,589 --> 00:21:56,609
趋势线稍微调一点哎看看明天能不能拉上去

463
00:21:56,609 --> 00:21:58,990
或者继续震荡下行

464
00:21:59,390 --> 00:22:00,950
以日线为标准哈

465
00:22:00,950 --> 00:22:02,880
一定要注意注意

466
00:22:02,880 --> 00:22:05,079
在这样的一个空头的窄通道面前

467
00:22:05,079 --> 00:22:06,740
多头不能贸然的踩底

468
00:22:06,740 --> 00:22:09,460
还是要看直接架构才行

469
00:22:09,759 --> 00:22:12,599
也就是说现在都是卖出的点位哈

470
00:22:13,759 --> 00:22:14,900
还有一些图

471
00:22:14,900 --> 00:22:15,720
还有好多啊

472
00:22:15,720 --> 00:22:16,680
我看下拍ENT题

473
00:22:20,608 --> 00:22:22,409
没有一根像样的阳线哈

474
00:22:22,409 --> 00:22:24,150
它就一直阴跌

475
00:22:24,589 --> 00:22:26,470
那大家要提防这个横向支撑

476
00:22:26,470 --> 00:22:30,490
具备进一步暴跌的跌破的可能性对吧

477
00:22:30,490 --> 00:22:33,150
这是我们叮嘱过大家的

478
00:22:34,559 --> 00:22:35,640
还有很多图啊

479
00:22:35,640 --> 00:22:37,700
今天的苹果是微微的反弹

480
00:22:37,700 --> 00:22:39,420
这是强势多头吗

481
00:22:39,420 --> 00:22:41,720
不是有没有可能继续跌

482
00:22:41,720 --> 00:22:43,339
有可能

483
00:22:43,599 --> 00:22:46,329
所以大家提防这篇哈

484
00:22:46,769 --> 00:22:50,730
好其他原油那没什么意思好

485
00:22:50,730 --> 00:22:51,410
这就这截图

486
00:22:51,410 --> 00:22:53,049
我们看下微软

487
00:22:53,900 --> 00:22:55,579
大家看微软的多头强吗

488
00:22:55,579 --> 00:22:56,000
不强

489
00:22:56,000 --> 00:22:57,539
它就是一直跌

490
00:22:57,539 --> 00:22:58,980
它就一直跌

491
00:22:58,980 --> 00:23:00,549
气人不

492
00:23:00,549 --> 00:23:02,589
所以说啊他没有多头

493
00:23:02,589 --> 00:23:04,910
现在好啊

494
00:23:04,910 --> 00:23:09,089
我们要用心去感受市场到底要在干嘛对吧

495
00:23:09,089 --> 00:23:10,220
在下跌

496
00:23:10,220 --> 00:23:12,700
最后欢迎大家成为绿宝石会员啊

497
00:23:12,700 --> 00:23:14,640
好我们下一个时段再见

498
00:23:14,640 --> 00:23:15,319
拜拜
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22819484378_bili @总结猫 总结下,每只分条罗列,私发我 0 0 2026-06-11 11:53
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