又买股又买PUT，赌了个寂寞。【2026-05-14】

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Hello

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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5月14号星期四

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标普指数今天上涨56.99点

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涨幅0.77%

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天天创新高

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这样的趋势无需判断多空

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就是顺势看涨就可以了

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涨到什么时候由市场说了算

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纳斯达克指数今天上涨232.88点

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涨幅0.88%

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刷新历史高点2万6707

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连续五根阳线了

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长短期趋势都是向上的

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调整和震荡是技术上的需要

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但有可能会迟到

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川普访问中国白宫

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双方讨论了加强两国经济合作的方式

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其中包括扩大美国企业进入中国市场准入

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以及增加中国对美国产业的投资

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美国多家最大型企业的领袖参与了部分会谈

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两国元首强调

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进一步努力增加中国对美国农产品的采购

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双方一致认为

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霍尔木兹海峡必须保持开放

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以支持能源的自由流动

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中国表示反对海峡军事化

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以及任何征收通行费的企图

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并表示有意采购更多的美国石油

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以减少中国未来对该海峡的依赖

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两国一致认为

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伊朗绝不能拥有核武器

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伊朗这两个字是一个字也没有出现的

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处理不好

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两国就会碰撞甚至冲突

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总结来说

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经贸合作和对外开放互惠互利的事儿

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双方是竞争中保持合作的

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国际外交和地缘政治问题

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分歧和博弈还比较大

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原来传闻要买500架飞机的

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打了四折

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只买200架波音飞机

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川普称中国同意购买200架飞机

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这标志着中国近10年来首次购买

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美国制造的商用飞机

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但市场预期涨太满

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按500价去估计

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所以订单大幅低于预期

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看他骨架是好处

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没有捞到坏的马上就反应了

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另一个与美股相关的是

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美国批准了英伟达H20芯片的限购令

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包括阿里巴巴

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腾讯字节跳动等

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十家中国企业获得了美方许可

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每家公司可以最多购买7.5万个H200芯片

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7.5万个H200芯片的额度非常高啦

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十家公司总计75万

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货值是300亿美元左右

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占英伟达营业收入的14%

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那这对英伟达来说是同比新增业务

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直接要加入到增加的营业收入当中

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所以最近英伟达连续上涨

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市值竟然已经5.7万亿了

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股王继续突破天花板

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那么科技巨头上涨的空间还会进一步打开

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中国将利用其对伊朗的影响力

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来帮助重新开放霍尔木兹海峡

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中国从中东进口大量原油

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他们对开放海峡的需要远大于美国

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贝森特的这个说法和白宫公布的会议纪要相同

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就是中国有意购买更多美国石油

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为此美国计划加大从阿拉斯加

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出口石油和天然气的力度

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不仅是中国

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世界各国都会寻求摆脱对中东的依赖

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转而向美国寻找更稳定的能源来源

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今天贝森特还预计

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随着沃什走马上任

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美国的通胀将大幅下降

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他认为还会出现一两个过热的经济数据

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但能源供应冲击将是短暂的

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随后将会发现核心通胀率会继续下降

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他也不知道是几天还是几周

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但通胀终将回落

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在目前这通胀抬头

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能源价格居高不下

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市场开始预期加息的时候

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明天要开始上班了

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他将在6月16和17号

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主持其任内的第一次议息会议

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沃什提名就已经砸了股市一波

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如今正式上班

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金融市场博弈的模式将发生改变

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沃什这个人是一个富豪和金融大佬

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但工作中又较为鹰派

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主张缩表搞量化紧缩

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有可能会以更快速度

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减持美国国债和资产抵押证券

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从而缩减广义货币供应量

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宏观数据还不支持它降息

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如果他在利率上按兵不动

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但开始qt甚至是一边加息

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一边qt

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那市场将会不得安宁

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所以卧室的利空到底过去了没有呢

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情绪上的利空应该是在1月份川普提名沃时

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那会儿就已经得到了宣泄

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但是政策上的利空要看卧室是怎么出牌

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出牌的顺序是什么样的

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再做决定

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最奇特的是

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以前美联储都主张预期管理

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打一巴掌之前会讲好几个月

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然后再打市场不觉得疼

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那沃时号称美联储应该减少预期管理

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沃什曾经建议

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美联储不应该像现在这样的频繁更新点状图

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甚至应该降低记者会的频率

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那要是传言当真

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美联储从预期管理转向暗箱操作

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那市场的波动率将会大幅上升

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总之这家伙上台应该不是什么好事儿

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今年参议院银行委员会审议clarity法案

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这项关于加密货币监管的重要法案

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应该是牵动了加密市场的神经

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今天阳光财经微信VIP群里

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一大早的就有人想要赌这个法案通过

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说要买circle

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但又害怕法案没过会暴跌

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如果法案通过

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CRCL可能就会大涨

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但是万一没有过呢

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股价可能就暴跌了

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为了吃到暴涨

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同时还避免暴跌的损失

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我就提了一个方案

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120块钱买入circle100股

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同时用五块钱买入put

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行权价也是一百二一天到期的

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那这样呢如果股价大涨

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股价上涨会超过破的下跌就能盈利了

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要是运气好

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涨个20块的

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那就能净赚15块

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100股就是1500啊

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那如果法案没有通过市场砸盘

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circle大跌十几块

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那么这个组合的损失也不会超过五块

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一个组合嘛

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最大损失500

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到了中午股价冲高

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我大约在126左右就出掉了

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当天买入的股票和put

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每一组组合小赚200美元

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到了下午时段

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投票结果出来

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clarity法案获得了银行委员会的通过

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但股价没有预期的那样大涨20哎

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又买股票又买破的感觉

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学问再多

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也干不过庄家压盘呐

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最近互联网泡沫时期的老龙头思科王者归来

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股价今天大涨

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AI牛市中的英伟达

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总是被拿来和互联网泡沫时期的思科相提并论

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当年的思科复权后五块涨到了50多

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但泡沫破灭后

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思科跌了90%以上

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回到起点

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然后又用了两个10年才慢慢爬出了大坑

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最近拉出来年度K线

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一看创历史新高

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连互联网泡沫最高点买入的也翻倍了

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当一只股票涨了十倍

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20倍

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虽然牛市formal的情绪会推动上涨的惯性

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仍然短时间内还是会继续上涨

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但是万一给他套住了

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泡沫破了

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亏损起来也是一个无底洞啊

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2000年的股王最近能创新高

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说明公司经营更好

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没有出什么问题

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但炒股的人要坚持20多年才解套

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一切都已经物是人非

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现在有很多股票高位还在创新高

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短线当然可以做多

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但是长线投资呢还是要去找那些便宜的价格

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低估的标的

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前景还好的公司

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成功的投资不需要很多次

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10年重仓赌对一支

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也比今天追这个热点

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明天追那个题材要好得多啊

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今天新股CBRS第一天交易冲高回落

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收盘比IPO涨了68%

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换手率刚好百分之百

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媒体说他的最大对手是英伟达

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实际上他的对手包括了谷歌

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亚马逊等定制芯片大厂公司

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与OpenAI关系较为密切

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存在一定的客户集中度风险

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股票估值太高

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如果炒作的话

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套起来会损失不小

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热门新股在定价上存在争议

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早期巨大波动

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中期套牢散户啊

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风险还是比较大的

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今天大盘上涨

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我的公开账户没有赚钱

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收盘后截图

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净值22.4万

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当天亏了938

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跑输了大盘

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主要持仓特斯拉和谷歌都是下跌的

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英伟达涨的不错

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00:10:00,889 --> 00:10:02,470
但仓位不重

223
00:10:02,470 --> 00:10:05,070
高通最近三天又不行了

224
00:10:05,070 --> 00:10:08,149
这只股总是冲高一下就没下文了

225
00:10:08,149 --> 00:10:10,840
只等我卖出它才要翻倍吧

226
00:10:10,840 --> 00:10:12,720
唉反正不是非常的顺手

227
00:10:14,279 --> 00:10:16,799
最后说一说昨天视频的评论

228
00:10:16,799 --> 00:10:19,559
评论点赞最多的是这么一条

229
00:10:19,559 --> 00:10:20,240
唉

230
00:10:20,240 --> 00:10:22,980
昨天恐高卖出了八成的股票

231
00:10:22,980 --> 00:10:24,360
结果踏空

232
00:10:24,360 --> 00:10:26,899
今天收盘时高位再买进来

233
00:10:26,899 --> 00:10:29,049
发现少赚7%

234
00:10:29,370 --> 00:10:31,730
这条评论被其他观众点赞

235
00:10:31,730 --> 00:10:33,850
说明大家都有同感

236
00:10:33,850 --> 00:10:36,450
就是高位卖出后很容易

237
00:10:36,450 --> 00:10:38,950
formal又以更高的价格买回来

238
00:10:38,950 --> 00:10:40,190
老乡别走

239
00:10:40,190 --> 00:10:41,539
就是这么来的

240
00:10:41,539 --> 00:10:43,639
主力不怕拉高你出货

241
00:10:43,639 --> 00:10:46,080
就怕你出完货就关电脑

242
00:10:46,080 --> 00:10:49,009
关账户去没有店的古巴旅游

243
00:10:49,009 --> 00:10:51,190
但凡手机还有电呢

244
00:10:51,190 --> 00:10:53,089
你就会再买回去

245
00:10:53,448 --> 00:10:55,668
有一条评论让我讲一下

246
00:10:55,668 --> 00:11:00,208
HD和loo w说这两家公司最近都下跌的很厉害

247
00:11:00,208 --> 00:11:01,519
为什么呢

248
00:11:01,519 --> 00:11:03,879
这两家公司以前是大牛股

249
00:11:03,879 --> 00:11:06,320
但最近一两年不涨反跌

250
00:11:06,320 --> 00:11:07,700
走势见顶

251
00:11:07,700 --> 00:11:11,100
装修建材卖场非常依赖房地产市场

252
00:11:11,100 --> 00:11:13,789
最近美国房地产成交低迷

253
00:11:13,789 --> 00:11:15,690
因为按揭利率太高

254
00:11:15,690 --> 00:11:17,350
房价也不太行

255
00:11:18,690 --> 00:11:21,570
房屋大型修缮这种非必需消费

256
00:11:21,570 --> 00:11:23,389
有时不是马上要进行

257
00:11:23,389 --> 00:11:25,068
就可以拖一拖

258
00:11:25,389 --> 00:11:29,568
分析师预计home depo季度业绩会同比下滑

259
00:11:29,568 --> 00:11:31,428
业绩下行的股票啊

260
00:11:31,428 --> 00:11:33,490
走势通常也是下行

261
00:11:33,809 --> 00:11:36,370
两只股的股息率都还可以

262
00:11:36,370 --> 00:11:37,330
有分红

263
00:11:37,330 --> 00:11:39,570
长期来看是还可以的股票

264
00:11:39,570 --> 00:11:41,779
但它们存在周期性

265
00:11:41,779 --> 00:11:45,419
沃实上台后可能长期利率更是下不来

266
00:11:45,419 --> 00:11:48,889
房地产低迷可能会维持一段时间了

267
00:11:48,889 --> 00:11:53,110
这两只股要等房地产复苏或者是有复苏迹象

268
00:11:53,110 --> 00:11:54,599
才会反弹

269
00:11:54,958 --> 00:11:56,619
有个观众评论说

270
00:11:56,619 --> 00:11:58,379
我不卖出实现盈利

271
00:11:58,379 --> 00:12:01,578
更多的还是考虑节目的效果吧

272
00:12:01,818 --> 00:12:02,759
老实说

273
00:12:02,759 --> 00:12:06,899
不卖出实现盈利的目的主要是不想交税

274
00:12:06,899 --> 00:12:08,860
一旦卖出盈利的股票

275
00:12:08,860 --> 00:12:11,059
就马上要去交资本利得税

276
00:12:11,059 --> 00:12:13,539
所以我买股票的时候都会考虑到

277
00:12:13,539 --> 00:12:15,318
尽可能长期持有

278
00:12:15,318 --> 00:12:17,359
亏损的有可能会卖出

279
00:12:17,359 --> 00:12:20,419
但盈利的并不是非常想卖出

280
00:12:20,419 --> 00:12:22,940
卖出后有可能继续涨

281
00:12:22,940 --> 00:12:25,179
再追就会更高的成本

282
00:12:25,179 --> 00:12:27,720
看着高成本就拿不住啊

283
00:12:27,720 --> 00:12:29,350
然后恶性循环

284
00:12:29,350 --> 00:12:31,570
所以除了税的考虑

285
00:12:31,570 --> 00:12:35,529
低成本持股心态好也是一个重要的考量

286
00:12:35,769 --> 00:12:37,850
至于节目效果啊

287
00:12:37,850 --> 00:12:40,210
一期节目赚的钱不够

288
00:12:40,210 --> 00:12:42,450
今天截图的盈亏波动呢

289
00:12:42,450 --> 00:12:46,730
我当然不会为了节目效果去损失真金白银

290
00:12:46,730 --> 00:12:48,269
为实现盈利多

291
00:12:48,269 --> 00:12:50,129
节目效果不一定好

292
00:12:50,129 --> 00:12:53,860
因为有很多人是认为卖出才是真的赚

293
00:12:53,860 --> 00:12:56,909
没有卖出的都是纸上的富贵

294
00:12:56,909 --> 00:13:01,570
他们同时也认为亏损的不卖就割不了韭菜

295
00:13:01,570 --> 00:13:04,269
卖出亏损股票是真正亏了

296
00:13:04,269 --> 00:13:06,304
不卖就没有亏

297
00:13:06,879 --> 00:13:08,879
我虽然不认同这种观点

298
00:13:08,879 --> 00:13:11,399
但是很显然有赚不卖

299
00:13:11,399 --> 00:13:14,110
不一定人人觉得是好嗨

300
00:13:14,110 --> 00:13:15,110
人海茫茫

301
00:13:15,110 --> 00:13:17,389
见仁见智啦好

302
00:13:17,389 --> 00:13:19,190
那今天的节目就分享到这里

303
00:13:19,190 --> 00:13:20,149
感谢大家收看

304
00:13:20,149 --> 00:13:21,350
我们下期节目再见

305
00:13:21,350 --> 00:13:22,080
拜拜

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