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【Felix & Friends】比英伟达和PLTR更疯狂,这5只股票将赢得下一轮人工智能热潮

BV1aeVa6jEnw · 浑水摸鱼清源
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发布时间 2026-05-30 21:00
时长 22分37秒
播放 1604
点赞 27
评论 2
弹幕 -

学习笔记

基于字幕生成,时间引用会以小徽标显示。
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资料区

原始字幕、评论和弹幕默认折叠,作为学习核查材料。
原始字幕
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你九个月前看过我们的视频

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你在这里看过温斯顿

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被称为AI热潮中最大的能源交易

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00:00:06,960 --> 00:00:10,320
在《页面新闻》报道前数月

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我们提醒你关注核奥克新规模

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非核能

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所有这些人都发生了什么

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奥拉莫股价翻了三倍

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新规模

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几乎翻倍

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纳诺核在数周内飙升超115%

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然后猜猜怎么着,所有股票都暴跌

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奥克兰回吐65%涨幅

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00:00:33,000 --> 00:00:35,039
乌斯克尔跌至约80

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00:00:35,039 --> 00:00:38,869
纳诺核市值减半

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理论完全正确

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但时机错误导致亏损

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那些持仓过久或入场太晚的人

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我要展示一个我认为将超越帕兰提尔的东西

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我们曾在约20美元时讨论过

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比英伟达更大

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五只股票

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我相信在AI热潮下一波行情中

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这次我会分享我的分析框架

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希望能帮你止损挽回收益

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如果你看到这样的图表

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我们去年5月首次提及此事

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该股开始上涨

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涨幅达200%左右

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但你仍处于高位

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现在大幅下跌

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可能未按规则精准买入

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可能在高位买入

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现在可能亏损70%

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你肯定很沮丧

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如果这种情况发生在你身上

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请在聊天中输入股票代码

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这会让我们形成

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你知道的

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回头者

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匿名群体

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这能帮助他人

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因为大家会明白并非只有我

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不是你笨

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而是缺乏正确技能

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如果你因买早或卖晚而亏损

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这个周末我要做从未做过的事

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可能再也不会做

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我将免费教你两小时

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如何避免巨额亏损带来的痛苦

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温斯顿过来过来过来过来过来过来过来过来过来过来过来过来过来过来过来

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温斯顿将带领我们进行一场实时工作坊

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他对人们无谓损失大量金钱感到非常恼火

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所以他要让我们回归正轨

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整个活动将在Zoom平台进行

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主题是彻底解决糟糕的时机问题

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我将教你如何让华尔街更好地应对这种情况

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同时惠及我们的零售投资者

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立即获取fixinvesting.com的免费席位

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是的

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fixinvesting.com

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这就是

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这就是我们的使命

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在本视频结束时

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你将获得我认为将引领AI下一波行情的五只股票

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并有望掌握避免遭受重创的纪律

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至少如果你在周末参加的话

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这些理论非常简单

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人工智能是人类发明的最具耗能的技术

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人类曾创造出的最耗能技术

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世界根本没有足够的电力供应

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就是这样

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帕洛阿尔托编写软件,英伟达打造芯片

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但两者都离不开电力

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美国电网已不堪重负

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想象一下对于

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简化理解

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想象你的孩子搭建了一个巨大的乐高城市

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宏伟的灯光列车等设施

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然后发现所有设备都接入了插座

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于是整个系统通电了

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然后断路器跳闸

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这个插座就是美国电网

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那些乐高积木代表数据中心

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而断路器已经跳闸了

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大家都在说要在AI淘金热中买入铲子

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但聪明资金现在不再问

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铲子是什么

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芯片

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聪明资金现在在问

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铲子在哪里被磨利

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它们如何获得电力

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英伟达显然是最佳铲子

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但以下五家公司

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他们是铲子的磨刀石和电力命脉

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包括英伟达在内的所有企业都依赖电力

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你的英伟达芯片价值

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你知道的

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数千美元

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呃

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这和你知道的差不多没用

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这个杯子和我们数据需求的标志将在未来四年增长四倍

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实际上没有任何场景能通过单一风力电池组合在时间内填补这个缺口

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唯一能解决四七基载问题的答案是核能

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我说不幸的是

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我不太喜欢污染世界的东西

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但它是碳中和的

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我们做对了

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一切都会好起来的

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只是有一点类似辛普森辐射

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但散户投资者关注芯片

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因为芯片更容易理解

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所以对于那些感到沮丧的

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我知道这些股票

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我马上就给你们

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呃

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这是纳米特的oo

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这是SMR

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刚叫了Newscale

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这是Viccore及其Vertive Holdings

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请截图

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一、二、三,现在

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对于真正想了解我们如何挑选并为何挑选的

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我们将讲解框架

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第一步

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要识别瓶颈

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始终要问

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当前情景的限制因素是什么

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我们在这里漏掉了什么

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而在AI领域目前的限制已不再是

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芯片依然存在

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但不再是主要问题

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也不是数据

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你有足够的数据

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而是电力

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所以你知道瓶颈所在

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因此你能预判资金流向

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每个瓶颈都有解决不同环节的公司

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对于AI能源故事

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可以画一个五层金字塔

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如果你有一个这样的金字塔

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底层是燃料与物流

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比如

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谁负责将铀和钚运送到核电站

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电厂这边

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我还有最后一个

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稍微清晰一点

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第三层是现在有资格建造的公司

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谁有资格做这件事

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然后这就是你的皮革

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或者三层到四层是谁将电能转化为芯片可用的形式

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所以这就是你的转换层

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第五层是数据中心基础设施

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比如

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谁负责实际冷却

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以及建筑的实际电力

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这就是顶端

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如果你只购买一层

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你就是在赌博

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如果你拥有全部五层

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你就掌控了价值链

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你很可能

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但你现在不是财务顾问

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我没有告诉你该买什么

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我只是和你分享我的研究

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顺便说一句

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我知道这相当深入

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因此本视频附带一份免费研究报告

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朋友们,所有免费链接都在下方

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所以周末免费培训开始前

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你现在不再

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你知道的

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归还所有收益

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嗯,观看阅读

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也阅读那份报告

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而我们将在周末深入探讨

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市场是否存在规律

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事实上市场有四种规律

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我在这里举例说明

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以smr为例

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例如

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或者以oo为例

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因为它更干净

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这让我们赚了很多钱

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甚至从上期视频发布oalo以来

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这只股票上涨了一倍

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现在

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你会看到负值

189
00:07:57,360 --> 00:07:59,439
但这仅在持有时

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我认为这是错误做法

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那我们有什么

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00:08:04,120 --> 00:08:07,300
我们有基础模式

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这是第一基础

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接着是明显上升模式

195
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我称之为攀登模式

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00:08:15,939 --> 00:08:17,160
喜欢持续攀升

197
00:08:17,160 --> 00:08:19,709
然后逐渐见顶

198
00:08:19,709 --> 00:08:22,209
我只看到一种疲软的走势

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这个阶段非常短暂

200
00:08:23,410 --> 00:08:24,769
有时会稍微持久一点

201
00:08:24,769 --> 00:08:27,120
然后会发生什么呢

202
00:08:27,120 --> 00:08:30,819
你会迅速崩盘,下跌速度远超上涨时

203
00:08:30,819 --> 00:08:32,960
通常因为当你攀登这座山

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00:08:32,960 --> 00:08:34,120
上山需要更长时间

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之后可以快速下山

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假设你能顺利下山

207
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并非所有情况都适用

208
00:08:38,519 --> 00:08:39,639
但这就是你的

209
00:08:39,639 --> 00:08:42,639
这就是你的下行趋势

210
00:08:42,639 --> 00:08:44,200
我们现在处于什么位置

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这让你想起什么了吗

212
00:08:46,100 --> 00:08:47,220
这让你想起

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00:08:47,220 --> 00:08:49,730
或许像基础情景

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00:08:49,730 --> 00:08:55,190
因为所有人都想卖的已经卖完了

215
00:08:55,190 --> 00:08:58,370
然后出现新的横盘模式

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00:08:58,370 --> 00:09:00,950
下一次机会可能就在这里

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如果你现在理解了

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我现在会买入吗

219
00:09:04,460 --> 00:09:04,980
不

220
00:09:04,980 --> 00:09:06,659
我会稍等片刻再行动

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00:09:06,659 --> 00:09:07,960
更多细节稍后讲解

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周末与我同行

223
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这需要花些时间学习

224
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错误

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00:09:13,559 --> 00:09:16,259
我反复看到零售商的信息

226
00:09:16,259 --> 00:09:20,659
我们讨论过二万五千条类似消息

227
00:09:20,659 --> 00:09:25,620
他们总是在攀升阶段后期买入

228
00:09:25,620 --> 00:09:27,259
然后持仓不动

229
00:09:27,259 --> 00:09:29,720
甚至可能低位补仓

230
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随着股价崩盘

231
00:09:31,740 --> 00:09:34,000
这通常非常痛苦

232
00:09:34,000 --> 00:09:35,480
他们遭受重创

233
00:09:35,480 --> 00:09:36,799
我们不会这样做

234
00:09:36,799 --> 00:09:40,860
我们的目标是在这里附近买入

235
00:09:40,860 --> 00:09:45,429
然后在现在这个节点卖出

236
00:09:45,429 --> 00:09:47,429
我们不买底部

237
00:09:47,429 --> 00:09:48,990
不卖顶部

238
00:09:48,990 --> 00:09:50,409
这是不现实的

239
00:09:50,409 --> 00:09:55,250
但我们追求不伤本的操作

240
00:09:55,250 --> 00:09:57,309
这正是大多数人现在在做的

241
00:09:57,309 --> 00:10:01,179
想学习这个就来加入我吧

242
00:10:01,179 --> 00:10:02,240
这是链接再次呈现

243
00:10:02,240 --> 00:10:04,519
访问fixinvesting.com没错

244
00:10:04,519 --> 00:10:06,799
完全免费

245
00:10:06,799 --> 00:10:07,980
我们即将大展身手

246
00:10:07,980 --> 00:10:08,639
嗯

247
00:10:08,639 --> 00:10:09,759
提升自己吧

248
00:10:09,759 --> 00:10:11,589
一杯热巧克力或类似的东西

249
00:10:11,589 --> 00:10:12,568
一支笔和一张纸

250
00:10:12,568 --> 00:10:13,149
而且我们

251
00:10:13,149 --> 00:10:14,389
我们要进行大约两小时

252
00:10:14,389 --> 00:10:16,009
而且而且我们要深入探讨

253
00:10:16,009 --> 00:10:17,469
这适合初学者

254
00:10:17,469 --> 00:10:20,269
不过我要强调这一点所以不要感到害怕

255
00:10:20,269 --> 00:10:21,750
如果你是新手

256
00:10:21,750 --> 00:10:23,090
或者我们已经做了很长时间

257
00:10:23,090 --> 00:10:25,110
但你仍然被那些重大亏损困扰

258
00:10:25,110 --> 00:10:27,429
也来现在加入我吧

259
00:10:27,429 --> 00:10:28,549
让我们开始分析股票

260
00:10:28,549 --> 00:10:29,269
不是uno

261
00:10:29,269 --> 00:10:31,299
N n e 非核能

262
00:10:31,299 --> 00:10:35,960
而大多数人认为他们在建造迷你可爱的核反应堆

263
00:10:35,960 --> 00:10:37,720
这其实只是故事的一半

264
00:10:37,720 --> 00:10:43,559
他们刚刚收购了一家名为Secure Transportation Services的公司

265
00:10:43,559 --> 00:10:45,000
十三百万美元

266
00:10:45,000 --> 00:10:47,889
这家公司负责物理运输

267
00:10:47,889 --> 00:10:51,730
处理核燃料和反应堆组件

268
00:10:51,730 --> 00:10:52,129
现在

269
00:10:52,129 --> 00:10:53,110
为什么这很重要

270
00:10:53,110 --> 00:10:53,690
嗯

271
00:10:53,690 --> 00:10:56,720
想象整个小型反应堆行业是

272
00:10:56,720 --> 00:10:57,860
你即将

273
00:10:57,860 --> 00:10:59,220
我本想说爆炸

274
00:10:59,220 --> 00:11:00,340
或许用词不太准确

275
00:11:00,340 --> 00:11:04,370
但每个反应堆都需要燃料及时送达

276
00:11:04,370 --> 00:11:08,460
每个反应堆都需要将使用后的燃料移出

277
00:11:08,460 --> 00:11:12,240
现在Nuclear刚刚收购了整个行业的运输卡车

278
00:11:12,240 --> 00:11:14,879
在这场淘金热中

279
00:11:14,879 --> 00:11:17,590
最富有的人不是矿工

280
00:11:17,590 --> 00:11:19,450
他们是李维·斯特劳斯

281
00:11:19,450 --> 00:11:20,309
卖牛仔裤的

282
00:11:20,309 --> 00:11:23,568
以及运输黄金的铁路公司

283
00:11:23,568 --> 00:11:24,688
Nand Nuclear

284
00:11:24,688 --> 00:11:26,489
基本上收购了铁路系统

285
00:11:26,489 --> 00:11:28,129
如果现在看这只股票

286
00:11:29,129 --> 00:11:30,899
你看到了什么呢

287
00:11:30,899 --> 00:11:32,139
也许你现在还没看到什么

288
00:11:32,139 --> 00:11:33,899
但这完全正常

289
00:11:33,899 --> 00:11:38,379
但我觉得这里正在酝酿变化

290
00:11:38,379 --> 00:11:42,470
可能会有实际开始上涨的冲动

291
00:11:42,470 --> 00:11:43,750
就像这边的情况一样

292
00:11:43,750 --> 00:11:45,570
然后它非常漂亮地上涨了

293
00:11:45,570 --> 00:11:49,909
然后整个走势就是一个大顶部下跌形态

294
00:11:49,909 --> 00:11:52,909
所以现在看起来很有吸引力

295
00:11:52,909 --> 00:11:53,789
财务状况

296
00:11:53,789 --> 00:11:55,090
他们没有任何收入

297
00:11:55,090 --> 00:11:56,789
零美元收入

298
00:11:56,789 --> 00:12:02,000
但他们确实有大约五百五十万美元现金

299
00:12:02,000 --> 00:12:06,100
现在足以度过一个相当漫长的冬天

300
00:12:06,100 --> 00:12:09,389
这些都是典型的高风险股票

301
00:12:09,389 --> 00:12:11,149
所以别押上全部身家

302
00:12:11,149 --> 00:12:12,909
这也是我周末要重点讨论的内容

303
00:12:12,909 --> 00:12:15,009
如果你加入我的fixinvesting.com

304
00:12:15,009 --> 00:12:21,210
但让我们看看第二只股票,可能最具争议性

305
00:12:21,210 --> 00:12:22,090
这也正是为什么

306
00:12:22,090 --> 00:12:22,850
我喜欢它

307
00:12:22,850 --> 00:12:27,340
美国能源部已选中我们进行高级谈判

308
00:12:27,340 --> 00:12:31,240
在过剩钚利用计划框架下

309
00:12:31,240 --> 00:12:33,220
这让我夜夜睡得安稳

310
00:12:33,220 --> 00:12:37,679
美国政府拥有大量钚储备

311
00:12:37,679 --> 00:12:38,940
存放在储存设施中

312
00:12:38,940 --> 00:12:40,460
正在消耗纳税人的钱

313
00:12:40,460 --> 00:12:46,139
我们获得了使用钚作为燃料的机会

314
00:12:46,139 --> 00:12:49,580
政府实际上给了我们先发优势

315
00:12:49,580 --> 00:12:51,730
公司对此解释道

316
00:12:51,730 --> 00:12:58,289
他说这是利用现有过剩材料作为先进反应堆过渡燃料的途径

317
00:12:58,289 --> 00:13:00,110
以更快部署更多反应堆

318
00:13:00,110 --> 00:13:00,769
更早实现

319
00:13:00,769 --> 00:13:03,919
Okkira与Meta、NVIDIA达成合作

320
00:13:03,919 --> 00:13:05,080
Equinox

321
00:13:05,080 --> 00:13:06,240
庞大管道

322
00:13:06,240 --> 00:13:08,120
地球上最大的科技公司

323
00:13:08,120 --> 00:13:09,568
想要他们的反应堆

324
00:13:09,568 --> 00:13:13,229
他们手头有约25亿美元现金

325
00:13:13,229 --> 00:13:15,688
短期内不会缺钱

326
00:13:15,688 --> 00:13:17,240
观察这只股票

327
00:13:17,240 --> 00:13:18,399
我们刚才分析过

328
00:13:18,399 --> 00:13:21,320
是否开始显现基础形态

329
00:13:21,320 --> 00:13:21,659
没错

330
00:13:21,659 --> 00:13:23,179
股价呈现横盘整理

331
00:13:23,179 --> 00:13:24,039
心跳型走势

332
00:13:24,039 --> 00:13:25,210
我也称之为

333
00:13:25,210 --> 00:13:31,779
但首个反应堆计划于2026年7月投产

334
00:13:31,779 --> 00:13:33,519
这是测试型反应堆

335
00:13:33,519 --> 00:13:36,100
关键里程碑

336
00:13:36,100 --> 00:13:39,190
商业应用仍需漫长等待

337
00:13:39,190 --> 00:13:41,429
但这些股票波动剧烈上涨

338
00:13:41,429 --> 00:13:43,730
随后又暴跌

339
00:13:43,730 --> 00:13:45,870
这是必须理解的特性

340
00:13:45,870 --> 00:13:48,980
如果你投资成长股

341
00:13:48,980 --> 00:13:50,369
股票A

342
00:13:50,369 --> 00:13:55,889
正如法国人所说是新规模电力代号R

343
00:13:55,889 --> 00:14:00,690
他们在2026年初遭受重创

344
00:14:00,690 --> 00:14:03,669
真的被重创

345
00:14:03,669 --> 00:14:04,950
看这张图表

346
00:14:04,950 --> 00:14:05,549
嗯

347
00:14:05,549 --> 00:14:08,830
从顶部开始

348
00:14:08,830 --> 00:14:11,090
这个东西下降了八成

349
00:14:11,090 --> 00:14:12,429
那他们擅长什么呢

350
00:14:12,429 --> 00:14:19,919
他们是美国唯一获得核管会设计认证的公司

351
00:14:19,919 --> 00:14:21,879
快说三遍真的很快

352
00:14:21,879 --> 00:14:23,309
嗯

353
00:14:23,309 --> 00:14:23,629
对于

354
00:14:23,629 --> 00:14:24,049
你知道的

355
00:14:24,049 --> 00:14:24,690
小型反应堆

356
00:14:24,690 --> 00:14:27,009
这只是一个文件

357
00:14:27,009 --> 00:14:28,289
为什么这重要

358
00:14:28,289 --> 00:14:28,809
嗯

359
00:14:28,809 --> 00:14:30,929
想象有五十家公司想销售

360
00:14:30,929 --> 00:14:31,409
呃

361
00:14:31,409 --> 00:14:32,269
汉堡包

362
00:14:32,269 --> 00:14:35,190
但只有一个获得市里许可

363
00:14:35,190 --> 00:14:37,269
即使这家公司经营困难

364
00:14:37,269 --> 00:14:38,730
他们已占先机

365
00:14:38,730 --> 00:14:42,309
这会让其他公司花费数年时间筹集资金

366
00:14:42,309 --> 00:14:43,190
真实客户

367
00:14:43,190 --> 00:14:43,850
田纳西

368
00:14:43,850 --> 00:14:44,610
谷管理局

369
00:14:44,610 --> 00:14:46,568
罗马尼亚道路电力项目

370
00:14:46,568 --> 00:14:49,068
但这些项目将部署

371
00:14:49,068 --> 00:14:52,849
预计在2032至2033年

372
00:14:52,849 --> 00:14:54,470
如果一切顺利

373
00:14:54,470 --> 00:14:55,769
这是一个相当长的周期

374
00:14:55,769 --> 00:15:00,870
最大股东Floor Corp出售了大部分股份

375
00:15:00,870 --> 00:15:03,679
这造成巨大抛压

376
00:15:03,879 --> 00:15:06,320
导致股价现在下跌

377
00:15:06,320 --> 00:15:07,299
为什么这是积极的

378
00:15:07,299 --> 00:15:07,840
嗯

379
00:15:07,840 --> 00:15:09,539
一旦卖家退出

380
00:15:09,539 --> 00:15:12,860
新供应逐渐释放

381
00:15:12,860 --> 00:15:15,259
我现在特别关注这张图表

382
00:15:15,259 --> 00:15:17,200
我将在周末fixinvesting.com深入分析

383
00:15:17,200 --> 00:15:19,320
如果你加入我

384
00:15:19,320 --> 00:15:20,799
就是成交量

385
00:15:20,799 --> 00:15:23,879
下行时成交量相对平稳

386
00:15:23,879 --> 00:15:24,919
在 rally 应用

387
00:15:24,919 --> 00:15:26,100
我们看到温和成交量

388
00:15:26,100 --> 00:15:27,320
闪量交易

389
00:15:27,320 --> 00:15:29,139
而在小幅反弹时

390
00:15:29,139 --> 00:15:32,299
出现大幅成交量激增

391
00:15:32,299 --> 00:15:34,159
而不是对我说

392
00:15:34,159 --> 00:15:37,169
人们在积极建仓

393
00:15:37,169 --> 00:15:37,889
我并非断言

394
00:15:37,889 --> 00:15:38,929
肯定会上涨

395
00:15:38,929 --> 00:15:40,370
我没有水晶球

396
00:15:40,370 --> 00:15:42,839
趋势仍在下跌

397
00:15:42,839 --> 00:15:43,839
这里的高点

398
00:15:43,839 --> 00:15:44,619
那里那么高

399
00:15:44,619 --> 00:15:45,198
这里这个高度

400
00:15:45,198 --> 00:15:46,698
它仍在温和下跌

401
00:15:46,698 --> 00:15:48,078
所以现在还早了些

402
00:15:48,078 --> 00:15:50,099
但绝对值得加入我的观察清单

403
00:15:50,099 --> 00:15:51,679
现在它就处于这个位置

404
00:15:51,679 --> 00:15:54,379
然后在第四层

405
00:15:54,379 --> 00:15:56,919
电源转换器没错

406
00:15:56,919 --> 00:16:02,809
这是最无聊的但往往聪明钱就藏在这里

407
00:16:02,809 --> 00:16:04,830
维科设计

408
00:16:04,830 --> 00:16:07,379
电源转换或模块

409
00:16:07,379 --> 00:16:13,639
将墙电转为所需电压的微型芯片

410
00:16:13,639 --> 00:16:16,309
你的NVIDIA显卡需要消耗

411
00:16:16,309 --> 00:16:21,049
基本上没有芯片能脱离这些转换器运行

412
00:16:21,049 --> 00:16:23,460
他们上调了营收指引

413
00:16:23,460 --> 00:16:25,009
这是个好消息

414
00:16:25,009 --> 00:16:28,970
签订了新的授权协议

415
00:16:28,970 --> 00:16:30,889
带来更多营收分成

416
00:16:30,889 --> 00:16:32,710
这几乎是最佳商业模式

417
00:16:32,710 --> 00:16:33,379
真的

418
00:16:33,379 --> 00:16:37,159
不像Oculus在新尺度中的情况

419
00:16:37,159 --> 00:16:41,250
维克尔今日已盈利

420
00:16:41,250 --> 00:16:42,370
不是说

421
00:16:42,370 --> 00:16:43,070
明天

422
00:16:43,070 --> 00:16:44,309
他们有真实客户

423
00:16:44,309 --> 00:16:46,049
拥有真实利润率

424
00:16:46,049 --> 00:16:47,169
相当枯燥

425
00:16:47,169 --> 00:16:48,970
但也非常重要

426
00:16:48,970 --> 00:16:52,779
股票表现不错

427
00:16:52,779 --> 00:16:54,409
如你所见

428
00:16:54,409 --> 00:16:55,570
这是否意味着太迟了

429
00:16:55,570 --> 00:16:56,409
大局已定

430
00:16:56,409 --> 00:16:57,590
未必如此

431
00:16:57,590 --> 00:16:58,830
通常来说

432
00:16:58,830 --> 00:17:01,210
历史新高通常更可能上涨

433
00:17:01,210 --> 00:17:03,259
除非是疯狂的跟风炒作

434
00:17:03,259 --> 00:17:05,338
但我觉得值得列入清单

435
00:17:05,338 --> 00:17:08,318
现在

436
00:17:08,318 --> 00:17:09,529
第五层最终名称Verteso Vicor是适配器Verteis

437
00:17:09,970 --> 00:17:17,058
整栋建筑的电气室和空调系统

438
00:17:17,058 --> 00:17:22,058
他们做什么好

439
00:17:22,058 --> 00:17:23,199
他们建造冷却系统

440
00:17:23,199 --> 00:17:24,719
为AI数据中心提供电力分配和热管理

441
00:17:24,719 --> 00:17:28,460
因为AI数据中心的芯片持续运行

442
00:17:28,460 --> 00:17:33,779
温度比炉灶还高

443
00:17:33,779 --> 00:17:38,369
在数据中心部署十万颗芯片若无Vertex

444
00:17:38,369 --> 00:17:43,680
每个AI数据中心都会熔毁

445
00:17:43,680 --> 00:17:47,319
可以说

446
00:17:47,319 --> 00:17:48,480
但你知道思科在互联网热潮中的角色

447
00:17:48,480 --> 00:17:51,619
但你知道思科在互联网热潮中的角色

448
00:17:51,619 --> 00:17:53,619
这就是这些人的客户

449
00:17:53,619 --> 00:17:54,819
微软

450
00:17:54,819 --> 00:17:55,500
亚马逊

451
00:17:55,500 --> 00:17:57,039
谷歌meta

452
00:17:57,039 --> 00:17:58,200
他们并不在意

453
00:17:58,200 --> 00:18:00,170
谁能在AI竞赛中胜出

454
00:18:00,170 --> 00:18:02,049
他们向所有客户销售

455
00:18:02,049 --> 00:18:04,509
并且产生自由现金流

456
00:18:04,509 --> 00:18:06,309
他们的收入实际在增长

457
00:18:06,309 --> 00:18:08,029
他们已实现盈利

458
00:18:08,029 --> 00:18:09,690
所以这是你的第五层

459
00:18:09,690 --> 00:18:10,829
某种意义上的核心

460
00:18:10,829 --> 00:18:12,930
现在是构建阶段

461
00:18:12,930 --> 00:18:15,670
它并未像其他那样大幅下跌

462
00:18:15,670 --> 00:18:17,970
因此这里值得关注

463
00:18:17,970 --> 00:18:20,459
或许存在平行关系

464
00:18:20,459 --> 00:18:22,959
显然我无法保证会反弹

465
00:18:22,959 --> 00:18:27,210
但这里处于我们关注的均线水平

466
00:18:27,210 --> 00:18:32,009
现在我们将所有内容综合起来

467
00:18:32,009 --> 00:18:32,670
你知道那个东西

468
00:18:32,670 --> 00:18:33,990
哦这首歌是合在一起的

469
00:18:33,990 --> 00:18:34,269
我应该

470
00:18:34,269 --> 00:18:35,869
我应该播放它

471
00:18:36,279 --> 00:18:39,460
我们现在有了核能燃料运输能力

472
00:18:39,460 --> 00:18:41,940
或洛设计新一代反应堆

473
00:18:41,940 --> 00:18:45,160
你知道那个可爱毛茸茸的家用反应堆

474
00:18:45,160 --> 00:18:45,420
是的

475
00:18:45,420 --> 00:18:45,859
你会想要

476
00:18:45,859 --> 00:18:47,700
并让孩子们在周围玩耍

477
00:18:47,700 --> 00:18:49,700
绝对因为它零碳排放

478
00:18:49,700 --> 00:18:51,380
有益于地球

479
00:18:51,930 --> 00:18:53,069
新的规模

480
00:18:53,069 --> 00:18:55,309
你是首批获许可者

481
00:18:55,309 --> 00:18:57,430
维科负责芯片供电

482
00:18:57,430 --> 00:18:59,230
维特运行整个数据中心

483
00:18:59,230 --> 00:19:00,170
数据中心建筑

484
00:19:00,170 --> 00:19:00,829
本质上

485
00:19:00,829 --> 00:19:04,730
这就是你的完整价值链

486
00:19:04,730 --> 00:19:05,150
现在

487
00:19:05,150 --> 00:19:06,819
如何避免错误

488
00:19:06,819 --> 00:19:08,500
去年许多人做得很好

489
00:19:08,500 --> 00:19:13,319
残酷的事实是这一切毫无用处

490
00:19:13,319 --> 00:19:15,180
如果你买入时机不对

491
00:19:15,180 --> 00:19:16,480
持有至顶部后

492
00:19:16,480 --> 00:19:18,019
或恐慌性抄底

493
00:19:18,019 --> 00:19:21,609
2025年人们有了正确思路

494
00:19:21,609 --> 00:19:23,630
但时机完全错误

495
00:19:23,630 --> 00:19:28,430
有三个学科能帮你避免

496
00:19:28,430 --> 00:19:31,719
仅在上升趋势中

497
00:19:31,719 --> 00:19:33,798
而非顶部回落时

498
00:19:33,798 --> 00:19:35,278
不是在它下跌的时候

499
00:19:35,278 --> 00:19:36,719
因为廉价就是

500
00:19:36,719 --> 00:19:39,410
这位置太吓人了

501
00:19:39,410 --> 00:19:42,009
规模要适合资产不对称

502
00:19:42,009 --> 00:19:43,190
如果一只股票上涨

503
00:19:43,190 --> 00:19:46,430
五倍后你持有组合的2%

504
00:19:46,430 --> 00:19:47,190
嗯

505
00:19:47,190 --> 00:19:48,650
现在还是这样

506
00:19:48,650 --> 00:19:49,930
你机器人基金的10%

507
00:19:49,930 --> 00:19:51,609
所以仓位要小

508
00:19:51,609 --> 00:19:53,829
很可能更小

509
00:19:53,829 --> 00:19:57,470
但如果你将组合的30%投入此类资产

510
00:19:57,470 --> 00:19:58,349
然后它跌至

511
00:19:58,349 --> 00:19:59,910
你知道归零

512
00:19:59,910 --> 00:20:01,779
那你就要哭了

513
00:20:01,779 --> 00:20:05,160
退休计划会推迟多年

514
00:20:05,160 --> 00:20:06,539
我说这话只是开玩笑

515
00:20:06,539 --> 00:20:07,839
但这非常非常严重

516
00:20:07,839 --> 00:20:09,259
这就是我在这里做的事

517
00:20:09,259 --> 00:20:12,888
因为我相信这在该层面是可以避免的

518
00:20:12,888 --> 00:20:16,628
所以你要在入场前写好退出规则

519
00:20:16,628 --> 00:20:18,308
但人们真的失败

520
00:20:18,308 --> 00:20:20,009
因为他们卖得好

521
00:20:20,009 --> 00:20:21,250
他们凭情绪买入

522
00:20:21,250 --> 00:20:22,730
然后凭情绪卖出

523
00:20:22,730 --> 00:20:23,470
或者从不卖出

524
00:20:23,470 --> 00:20:23,930
完全不卖

525
00:20:23,930 --> 00:20:24,809
他们逐渐冻结

526
00:20:24,809 --> 00:20:27,200
这是自然反应

527
00:20:27,359 --> 00:20:30,240
仓位规模与时机

528
00:20:30,240 --> 00:20:31,640
我不是说完美时机

529
00:20:31,640 --> 00:20:33,839
没人知道底部或顶部在哪里

530
00:20:33,839 --> 00:20:34,799
这是愚蠢的

531
00:20:34,799 --> 00:20:39,579
但通过良好的风险管理可避免严重错误

532
00:20:39,579 --> 00:20:41,220
如果你从中有所收获

533
00:20:41,220 --> 00:20:44,539
或者厌倦了长期持有

534
00:20:44,539 --> 00:20:48,039
直到它们变得沉重

535
00:20:48,039 --> 00:20:49,160
拖累你

536
00:20:49,160 --> 00:20:51,409
嗯来周末加入我们

537
00:20:51,409 --> 00:20:53,289
首次现场直播

538
00:20:53,289 --> 00:20:54,710
如何修正糟糕时机

539
00:20:54,710 --> 00:20:56,930
这就是我所说的研讨会

540
00:20:56,930 --> 00:20:58,150
你可以报名参加

541
00:20:58,150 --> 00:21:00,470
绝对免费

542
00:21:00,470 --> 00:21:01,069
免费

543
00:21:01,069 --> 00:21:01,569
嗯

544
00:21:01,569 --> 00:21:03,930
在fixinvesting.com免费获取

545
00:21:03,930 --> 00:21:04,849
我们会玩得很开心

546
00:21:04,849 --> 00:21:07,890
你将带走专业技能

547
00:21:07,890 --> 00:21:09,170
你本已具备

548
00:21:09,170 --> 00:21:11,109
这才是最终的核心

549
00:21:11,109 --> 00:21:15,480
认识到投资并非追逐最新股票建议

550
00:21:15,480 --> 00:21:20,180
而是培养做出更好决策的能力

551
00:21:20,180 --> 00:21:21,519
以更低风险

552
00:21:21,519 --> 00:21:25,180
以负责任的方式获得更大收益潜力

553
00:21:25,180 --> 00:21:29,579
这才是我们的使命,就是要为你带来这些

554
00:21:29,579 --> 00:21:31,099
人们总是问我

555
00:21:31,099 --> 00:21:31,460
你在做什么

556
00:21:31,460 --> 00:21:32,019
你在做什么

557
00:21:32,019 --> 00:21:35,420
你是否曾经持有过一只

558
00:21:35,420 --> 00:21:37,099
然后暴跌了30%

559
00:21:37,099 --> 00:21:37,740
50%

560
00:21:37,740 --> 00:21:40,180
70%并让你感到无助

561
00:21:40,180 --> 00:21:40,980
人们回答

562
00:21:40,980 --> 00:21:42,089
是的,就像

563
00:21:42,089 --> 00:21:45,490
我教人们如何不再经历这样的事

564
00:21:45,490 --> 00:21:48,569
从而拥有更平静的生活

565
00:21:48,569 --> 00:21:49,750
更幸福的生活

566
00:21:49,750 --> 00:21:50,710
睡得更好

567
00:21:50,710 --> 00:21:52,450
可能更早退休

568
00:21:52,450 --> 00:21:53,789
这才是真正的目标

569
00:21:53,789 --> 00:21:54,569
传递这份喜悦

570
00:21:54,569 --> 00:21:55,089
为什么呢

571
00:21:55,089 --> 00:21:55,990
因为我经历过

572
00:21:55,990 --> 00:21:56,509
我确实做过

573
00:21:56,509 --> 00:22:00,430
我的首个投资暴跌了50%

574
00:22:00,430 --> 00:22:02,319
我幸运的是

575
00:22:02,319 --> 00:22:02,960
我从中学习了

576
00:22:02,960 --> 00:22:05,660
因为我意外成为了一名银行家

577
00:22:05,660 --> 00:22:09,339
获得了大多数人无法获取的信息和洞察

578
00:22:09,339 --> 00:22:11,220
快来周末加入我们

579
00:22:11,220 --> 00:22:12,329
学习这些技能

580
00:22:12,329 --> 00:22:13,470
与他人分享

581
00:22:13,470 --> 00:22:15,069
这是我唯一的要求

582
00:22:15,069 --> 00:22:17,670
这能帮助我们触达更多人

583
00:22:17,670 --> 00:22:18,930
产生更大影响

584
00:22:18,930 --> 00:22:20,309
改变更多人的生活

585
00:22:20,309 --> 00:22:20,910
确保

586
00:22:20,910 --> 00:22:22,069
祝你好运

587
00:22:23,839 --> 00:22:24,980
六位政客

588
00:22:30,138 --> 00:22:34,078
立场完全对立的人却一致看好这只股票

589
00:22:34,078 --> 00:22:36,000
我不愿参与其中
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巡游天下1987 懂了 买这五个 0 1 2026-05-31 23:24
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