1
00:00:00,000 --> 00:00:01,219
投资不是赌博
2
00:00:01,219 --> 00:00:03,419
不是一场有准备的主机
3
00:00:03,419 --> 00:00:05,559
我是福哥家人们
4
00:00:05,559 --> 00:00:11,490
今天啊我们的纳指经过两天连续连涨两天
5
00:00:11,490 --> 00:00:13,150
创历史新高以后
6
00:00:16,079 --> 00:00:18,530
而且是跌超了一个点啊
7
00:00:18,530 --> 00:00:19,449
什么原因
8
00:00:19,449 --> 00:00:21,510
那么在这波下跌当中
9
00:00:21,510 --> 00:00:24,910
有哪些个股就说韧性比较强的
10
00:00:24,910 --> 00:00:29,149
后续企稳以后出现一个大幅的一个呃上涨了呢
11
00:00:29,149 --> 00:00:30,629
好来我们首先看看啊
12
00:00:30,629 --> 00:00:33,179
这个我们的这个大盘的回落
13
00:00:33,179 --> 00:00:35,859
我们首先要看看回落的原因是什么
14
00:00:35,859 --> 00:00:39,079
因为啊最近的华尔街日报
15
00:00:39,079 --> 00:00:42,000
有一篇针对一个OpenAI的一个报告啊
16
00:00:42,000 --> 00:00:44,340
是可以说触发了市场的恐慌
17
00:00:44,340 --> 00:00:47,359
他说OpenAI的销售不及预期
18
00:00:47,359 --> 00:00:50,649
他要达到的指标是周活跃用户对吧
19
00:00:50,649 --> 00:00:52,409
现在用户增长放缓
20
00:00:52,409 --> 00:00:53,770
商业化预组啊
21
00:00:53,770 --> 00:00:55,869
还有这个月度的营收啊
22
00:00:55,869 --> 00:00:57,820
多项内部的它指标啊
23
00:00:57,820 --> 00:01:01,219
连续未完成现金流压力显现
24
00:01:01,219 --> 00:01:07,340
造成了跟OpenAI绑定的这些车技股可以说是大跌
25
00:01:07,340 --> 00:01:09,840
跟他绑定很深的这个原因是吧
26
00:01:09,840 --> 00:01:13,260
在东京股市一度暴跌了11个点
27
00:01:13,260 --> 00:01:17,480
今天呢这个呃甲骨文啊也是跌了将近了五个点
28
00:01:17,480 --> 00:01:19,760
AMD也跌了将近五个点啊
29
00:01:19,760 --> 00:01:21,500
呃英伟达跌了两个点
30
00:01:21,500 --> 00:01:25,040
所以造成了这波的这个呃纳指的一个回落啊
31
00:01:25,040 --> 00:01:27,480
那么这波真的是要到头了吗
32
00:01:27,480 --> 00:01:28,560
大放型啊
33
00:01:28,560 --> 00:01:30,359
呃我觉得是好事啊
34
00:01:30,359 --> 00:01:33,420
是OpenAI对他的期望很大
35
00:01:33,420 --> 00:01:33,980
对不对
36
00:01:33,980 --> 00:01:36,180
那缓一缓也很正常
37
00:01:36,180 --> 00:01:39,780
还有一点就是我们的纳指的技术结构
38
00:01:39,780 --> 00:01:41,579
还是一个上升浪结构
39
00:01:41,579 --> 00:01:45,200
虽然基金调整是它上升浪当中的一个调整
40
00:01:45,200 --> 00:01:47,420
后续啊会很快会有个反弹
41
00:01:47,420 --> 00:01:49,920
看反弹后它能不能再从前后
42
00:01:49,920 --> 00:01:53,459
我们再看2万4900点的话
43
00:01:53,459 --> 00:01:55,019
那就还是没什么问题
44
00:01:55,019 --> 00:01:59,250
这种就是业绩不达预期的啊
45
00:01:59,250 --> 00:02:00,989
恐慌利空出境以后
46
00:02:00,989 --> 00:02:05,000
那么这些呃还会有资金会继续去抄底
47
00:02:05,000 --> 00:02:07,769
首先啊OpenAI uns log pic也好
48
00:02:07,769 --> 00:02:10,069
他们都是AI的
49
00:02:10,069 --> 00:02:12,430
可以说我们应用层面的巨头
50
00:02:12,430 --> 00:02:15,550
AI的发展虽然有有波折啊
51
00:02:15,550 --> 00:02:19,429
但是他可以说是呃我们是不可阻挡的啊
52
00:02:19,429 --> 00:02:21,848
对ONI的这个预期有多高呢
53
00:02:21,848 --> 00:02:25,329
年底要达到周活跃用户就达到十个亿
54
00:02:25,329 --> 00:02:27,469
我觉得是是好事啊
55
00:02:27,469 --> 00:02:29,150
那我们的这个能够倒闭
56
00:02:29,150 --> 00:02:30,030
他做一些改革
57
00:02:30,030 --> 00:02:32,680
最近你看OpenAI也在做AI手机是吧
58
00:02:32,680 --> 00:02:33,599
跟那个高通
59
00:02:33,599 --> 00:02:35,060
那么今天的回落啊
60
00:02:35,060 --> 00:02:38,020
只是一个可以说是啊调整好啊
61
00:02:38,020 --> 00:02:41,219
我觉得正是检验真金的机会
62
00:02:41,219 --> 00:02:45,669
那么今天这波的OpenAI引起的这波回落
63
00:02:45,669 --> 00:02:48,310
有哪些个股比较抗跌的
64
00:02:48,310 --> 00:02:49,270
有几个个股啊
65
00:02:49,270 --> 00:02:50,509
服务给大家提醒一下啊
66
00:02:50,509 --> 00:02:53,090
这后续很快会有起来啊
67
00:02:53,090 --> 00:02:54,189
大家只要大盘企稳
68
00:02:54,189 --> 00:02:55,009
那还有微远
69
00:02:55,009 --> 00:02:58,669
就像我前段时间给大家讲过的这个微远
70
00:02:58,669 --> 00:03:02,129
他正是很明显
71
00:03:02,129 --> 00:03:02,669
对不对
72
00:03:02,669 --> 00:03:05,258
W底刚刚起来的啊
73
00:03:05,258 --> 00:03:06,438
一个上升浪
74
00:03:09,139 --> 00:03:10,399
但这是微远没跌
75
00:03:10,399 --> 00:03:11,979
所以他是强于大盘
76
00:03:11,979 --> 00:03:14,498
那么后续420站稳
77
00:03:14,498 --> 00:03:17,139
那后续下一个目标480啊
78
00:03:17,139 --> 00:03:18,218
420营企稳
79
00:03:18,218 --> 00:03:21,479
那么下一个目标历史新高560哈不变啊
80
00:03:21,479 --> 00:03:23,960
威远威远会回到它该有的位置
81
00:03:23,960 --> 00:03:25,479
他投资了ENSOBIC
82
00:03:25,479 --> 00:03:27,909
又投资了这个OpenAI啊
83
00:03:27,909 --> 00:03:29,129
open i没对他们有影响
84
00:03:29,129 --> 00:03:32,300
还有他自己的这个微言语office的呃
85
00:03:32,300 --> 00:03:35,139
这个工具啊都在全球各个企业都在用啊
86
00:03:35,139 --> 00:03:36,599
所以他的护城呢也很深
87
00:03:41,000 --> 00:03:44,650
那么后续如果29号他的财报啊
88
00:03:44,650 --> 00:03:48,550
我觉得财报应该会比这个欧5年底的要好不少
89
00:03:48,550 --> 00:03:50,849
微软大家呢这个有的话继续持有
90
00:03:50,849 --> 00:03:51,599
没有的话
91
00:03:51,599 --> 00:03:54,199
420430买入就行了
92
00:03:54,199 --> 00:03:55,520
第一目标480
93
00:03:55,520 --> 00:03:57,629
第二目标560好吧
94
00:03:57,629 --> 00:03:59,969
还有第二个就是AMD
95
00:03:59,969 --> 00:04:01,770
就AMD苏妈的啊
96
00:04:01,770 --> 00:04:03,789
他现在既可以做CPU
97
00:04:03,789 --> 00:04:05,479
又可以做GPU
98
00:04:05,479 --> 00:04:10,000
而未来的AI的推理肯定是往对吗
99
00:04:10,000 --> 00:04:13,020
是逻辑决策方面转型
100
00:04:13,020 --> 00:04:16,339
就是CPU的这样的芯片能够去做决策的
101
00:04:16,339 --> 00:04:17,920
而不是简单的是吧
102
00:04:17,920 --> 00:04:19,819
像GPUV这样简单重复的工作
103
00:04:19,819 --> 00:04:21,240
他是要复杂的思考的
104
00:04:21,240 --> 00:04:23,930
所以AAMD现在生产的CPU也好
105
00:04:23,930 --> 00:04:25,230
生产的GBU也好
106
00:04:25,230 --> 00:04:27,649
都是未来AI所需要的一个芯片
107
00:04:27,649 --> 00:04:28,759
那结束没有呢
108
00:04:28,759 --> 00:04:29,579
没有结束啊
109
00:04:29,579 --> 00:04:32,439
AMD那回落啊恰恰是一个低吸的机会啊
110
00:04:32,439 --> 00:04:33,680
而且从技术面上来说
111
00:04:33,680 --> 00:04:35,319
他也是一个上升浪啊
112
00:04:35,319 --> 00:04:37,560
320320企稳
113
00:04:37,560 --> 00:04:40,389
那么后续下一个目标360啊
114
00:04:40,389 --> 00:04:41,569
3607位好
115
00:04:41,569 --> 00:04:42,750
那我们看到四零
116
00:04:42,750 --> 00:04:44,029
那福特也给他讲过
117
00:04:44,029 --> 00:04:46,899
他是未来的下一个英伟达好
118
00:04:46,899 --> 00:04:47,699
第三个啊
119
00:04:47,699 --> 00:04:49,199
就是福哥讲到英特尔
120
00:04:49,199 --> 00:04:50,879
英特尔呢也没有结束啊
121
00:04:50,879 --> 00:04:52,600
那我们呢也是在鼓掌
122
00:04:52,600 --> 00:04:54,519
福哥当时是不是给他讲过了
123
00:04:54,519 --> 00:04:57,189
美国的政府持仓股啊
124
00:04:57,189 --> 00:04:58,990
唯一的芯片制投啊
125
00:04:58,990 --> 00:05:00,230
所以呢我们的英特尔
126
00:05:00,230 --> 00:05:03,029
那他现在的这个生产的CPU啊
127
00:05:03,029 --> 00:05:04,850
就是1.8NM的
128
00:05:04,850 --> 00:05:05,629
所以英特尔呢
129
00:05:05,629 --> 00:05:08,519
它的这个CPU也是可以说数一数二的
130
00:05:08,519 --> 00:05:10,759
英特尔未来也会有机会上万亿
131
00:05:10,759 --> 00:05:12,970
大家知道8085这附近啊
132
00:05:12,970 --> 00:05:14,930
就可以拿点了或者回调是吧
133
00:05:14,930 --> 00:05:17,269
七五都是好的进场机会
134
00:05:17,269 --> 00:05:18,850
下一个目标100
135
00:05:18,850 --> 00:05:19,569
好家人们
136
00:05:19,569 --> 00:05:21,730
那今天呢就给大家讲这三个啊
137
00:05:21,730 --> 00:05:22,889
比较抗跌的
138
00:05:22,889 --> 00:05:24,120
在这波行情当中
139
00:05:24,120 --> 00:05:26,279
那如果大家想知道更多的啊
140
00:05:26,279 --> 00:05:27,800
我们潜力的个股家们
141
00:05:27,800 --> 00:05:30,480
大家可以啊点赞订阅福哥的频道
142
00:05:30,480 --> 00:05:33,360
福哥会实时分享好的这个个股
143
00:05:33,360 --> 00:05:35,060
让他赢战先机