BV1cDobBcEfV · 请不要叫我梁同学1 00:00:02,700 --> 00:00:03,439 大家好 2 00:00:03,439 --> 00:00:05,559 今天是4月22号星期三 3 00:00:05,559 --> 00:00:07,419 我们继续分析美股 4 00:00:07,419 --> 00:00:09,349 本期内容如下 5 00:00:09,349 --> 00:00:11,009 我们先看消息面 6 00:00:11,009 --> 00:00:14,050 谷歌TPU架构革新 7 00:00:14,050 --> 00:00:16,570 新架构旨在以高性价比 8 00:00:16,570 --> 00:00:20,089 实现海量吞吐量与低延迟 9 00:00:20,089 --> 00:00:24,170 满足同时运行数百万智能体的需求 10 00:00:24,859 --> 00:00:26,640 训练推理首次拆分 11 00:00:26,640 --> 00:00:29,559 将两项任务拆分至不同处理器 12 00:00:29,559 --> 00:00:31,969 分别进行专项优化 13 00:00:31,969 --> 00:00:36,810 这是其在AI硬件领域对抗英伟达的最新举措 14 00:00:36,810 --> 00:00:39,189 性能成本显著优化 15 00:00:39,189 --> 00:00:40,189 谷歌表示 16 00:00:40,189 --> 00:00:43,469 即训练芯片在同等成本下 17 00:00:43,469 --> 00:00:46,009 性能是上一代的2.8倍 18 00:00:46,009 --> 00:00:49,289 推理处理器性能则提升80% 19 00:00:49,289 --> 00:00:51,420 应对智能体时代 20 00:00:51,420 --> 00:00:53,520 随着AI智能体的兴起 21 00:00:53,520 --> 00:00:57,719 市场将从分别针对训练与部署需求进行 22 00:00:57,719 --> 00:01:00,829 专项优化的芯片中受益 23 00:01:02,340 --> 00:01:04,459 新品性能与应用 24 00:01:04,459 --> 00:01:06,859 TPU8I推理芯片 25 00:01:06,859 --> 00:01:10,569 搭载了384MB大容量 26 00:01:10,569 --> 00:01:13,890 SRAM容量是上一代的三倍 27 00:01:13,890 --> 00:01:16,459 技术路线与英伟达相似 28 00:01:16,459 --> 00:01:19,459 大容量SRAM优势 29 00:01:19,459 --> 00:01:25,260 采用大容量静态随机存取存储器 30 00:01:25,260 --> 00:01:28,359 能有效减少数据搬运 31 00:01:28,359 --> 00:01:29,599 降低延迟 32 00:01:29,599 --> 00:01:32,939 对于运行复杂的AI智能体至关重要 33 00:01:32,939 --> 00:01:35,260 能耗效率大幅提升 34 00:01:35,260 --> 00:01:38,709 两款新芯片的每瓦性能 35 00:01:38,709 --> 00:01:41,090 均较上一代提升超过一倍 36 00:01:41,090 --> 00:01:45,819 以应对数据中心日益严峻的电力瓶颈问题 37 00:01:46,099 --> 00:01:48,170 商业应用加速落地 38 00:01:48,170 --> 00:01:51,250 谷歌TPU的商业应用正在加速 39 00:01:51,250 --> 00:01:56,060 已获美国能源部ANTHROPIC等重要客户采用 40 00:01:56,060 --> 00:02:00,219 显示出其日益增长的市场影响力 41 00:02:01,939 --> 00:02:04,560 构建航天加AI叙事 42 00:02:04,560 --> 00:02:07,000 SPACEX为IPO铺路 43 00:02:07,000 --> 00:02:09,889 打造完整AI生态闭环 44 00:02:09,889 --> 00:02:12,240 补齐应用层短板 45 00:02:12,240 --> 00:02:13,719 收购cursor 46 00:02:13,719 --> 00:02:17,840 使SPACEX获得成熟的开发者工具产品 47 00:02:17,840 --> 00:02:21,139 有效弥补其在AI应用层面的不足 48 00:02:21,139 --> 00:02:23,620 完善整体技术生态 49 00:02:23,620 --> 00:02:25,699 打造AI生态闭环 50 00:02:25,699 --> 00:02:27,219 结合自身 51 00:02:29,460 --> 00:02:31,479 超算的百万级算力 52 00:02:31,479 --> 00:02:37,409 SPACEX有望形成算力加模型加工具的完整闭环 53 00:02:37,409 --> 00:02:39,430 增强技术护城河 54 00:02:39,430 --> 00:02:41,590 讲述资本新故事 55 00:02:41,590 --> 00:02:44,349 航天加AI的双轮驱动 56 00:02:44,349 --> 00:02:46,250 叙事更具想象力 57 00:02:46,250 --> 00:02:49,129 有助于向资本市场证明其1.7 58 00:02:49,129 --> 00:02:51,169 5万亿美元估值的合理性 59 00:02:51,169 --> 00:02:53,650 为IPO造势 60 00:02:54,719 --> 00:02:57,000 获取关键算力资源 61 00:02:57,000 --> 00:02:59,520 cursor摆脱外部依赖 62 00:02:59,520 --> 00:03:02,449 获得训练自有模型的燃料 63 00:03:02,449 --> 00:03:04,229 获得庞大算力 64 00:03:04,229 --> 00:03:08,449 依托于SPACEX的CLOSERS超算 65 00:03:08,449 --> 00:03:13,270 cursor将获得训练顶尖AI模型所需的海量算力 66 00:03:13,270 --> 00:03:16,629 这是其独立发展难以企及的资源 67 00:03:16,629 --> 00:03:18,169 摆脱模型依赖 68 00:03:18,169 --> 00:03:22,620 此次合作使其有能力开发并训练自有模型 69 00:03:22,620 --> 00:03:27,120 逐步摆脱对OpenAI等外部模型供应商的依赖 70 00:03:27,120 --> 00:03:29,370 掌握技术自主权 71 00:03:29,370 --> 00:03:31,289 解决算力瓶颈 72 00:03:31,289 --> 00:03:34,289 算力是AI发展的核心瓶颈之一 73 00:03:34,289 --> 00:03:37,240 SPACEX提供的算力支持 74 00:03:37,240 --> 00:03:39,000 直接解决了cursor 75 00:03:39,000 --> 00:03:43,360 在产品迭代和商业化上的后顾之忧 76 00:03:45,800 --> 00:03:47,439 融资规模与估值 77 00:03:47,439 --> 00:03:48,870 此轮融资后 78 00:03:48,870 --> 00:03:51,550 vast data的估值较2023年 79 00:03:51,550 --> 00:03:55,330 上一轮融资时的91亿美元飙升逾两倍 80 00:03:55,330 --> 00:03:58,889 创下了AI基础设施领域的融资记录 81 00:03:58,889 --> 00:04:01,150 10亿美元巨额融资 82 00:04:01,150 --> 00:04:08,329 本轮融资由drive capital和access industries领投 83 00:04:08,329 --> 00:04:12,689 融资包含新股发行与老股转让两部分 84 00:04:12,689 --> 00:04:14,469 估值飙升超两倍 85 00:04:14,469 --> 00:04:16,720 公司估值高达300亿美元 86 00:04:16,720 --> 00:04:20,819 反映了资本市场对AI数据管理赛道的巨大潜力 87 00:04:20,819 --> 00:04:23,168 和强烈信心 88 00:04:23,769 --> 00:04:25,528 英伟达资本加持 89 00:04:25,528 --> 00:04:28,269 英伟达作为跟投方参与此轮 90 00:04:28,269 --> 00:04:31,439 体现了其通过投资布局AI生态 91 00:04:31,439 --> 00:04:35,040 巩固自身核心地位的战略意图 92 00:04:36,000 --> 00:04:37,420 投资方的战略 93 00:04:37,420 --> 00:04:40,639 英伟达等巨头的投资不仅是财务行为 94 00:04:40,639 --> 00:04:42,199 更是战略布局 95 00:04:42,199 --> 00:04:44,120 英伟达的生态布局 96 00:04:44,120 --> 00:04:46,370 通过投资vast data 97 00:04:46,370 --> 00:04:51,149 英伟达能够将自身GPU与领先的数据管理软件 98 00:04:51,149 --> 00:04:52,209 深度绑定 99 00:04:52,209 --> 00:04:56,329 共同打造更具竞争力的AI计算解决方案 100 00:04:56,329 --> 00:04:58,490 强化供应链关系 101 00:04:58,490 --> 00:05:01,990 投资可以帮助英伟达与核心客户建立 102 00:05:01,990 --> 00:05:03,430 更紧密的联系 103 00:05:03,430 --> 00:05:05,310 深入了解下游需求 104 00:05:05,310 --> 00:05:08,920 从而指导自身产品路线图的规划 105 00:05:08,920 --> 00:05:10,569 资本市场的信号 106 00:05:10,569 --> 00:05:12,569 顶级投资机构的参与 107 00:05:12,569 --> 00:05:14,029 向市场传递了 108 00:05:14,029 --> 00:05:17,850 对AI基础设施赛道的强烈看好信号 109 00:05:17,850 --> 00:05:21,850 有助于吸引更多资金进入该领域 110 00:05:22,689 --> 00:05:24,949 我们看一下今天市场的表现 111 00:05:24,949 --> 00:05:28,459 今天纳指期货继续上涨啊 112 00:05:28,459 --> 00:05:29,439 恢复到了上涨 113 00:05:29,439 --> 00:05:32,060 那么前两天的停顿呢只是一个回调 114 00:05:32,060 --> 00:05:33,879 一个洗盘诶 115 00:05:33,879 --> 00:05:35,879 今天多头又急不可耐的拉上了 116 00:05:35,879 --> 00:05:37,399 这个涨上来了对吧 117 00:05:37,399 --> 00:05:38,500 非常大的阳线 118 00:05:38,500 --> 00:05:40,819 看一下15分钟图是吧 119 00:05:40,819 --> 00:05:42,300 昨天前天哈 120 00:05:42,300 --> 00:05:46,410 然后今天又上来了好 121 00:05:46,410 --> 00:05:49,639 那表明当前的多头非常的强势啊 122 00:05:49,639 --> 00:05:52,060 我们简单看一下罗素诶 123 00:05:52,060 --> 00:05:52,980 罗素也是哈 124 00:05:52,980 --> 00:05:54,720 今天微微收涨一点点 125 00:05:54,720 --> 00:05:55,970 比昨天 126 00:05:58,459 --> 00:05:59,519 道指也是哈 127 00:05:59,519 --> 00:06:00,740 道指还没有创新高 128 00:06:00,740 --> 00:06:02,850 理论上应该继续涨一截哈 129 00:06:02,850 --> 00:06:04,129 涨上去再说 130 00:06:04,129 --> 00:06:06,990 我们看下他在15分钟这会儿什么感觉啊 131 00:06:06,990 --> 00:06:09,480 这也是一个横盘洗盘嗯 132 00:06:09,644 --> 00:06:12,418 好再看一下日线 133 00:06:13,098 --> 00:06:14,639 日线的感觉还不错哈 134 00:06:14,639 --> 00:06:15,918 嗯还不错 135 00:06:15,918 --> 00:06:17,899 虽然说阳线目前比较小 136 00:06:17,899 --> 00:06:21,639 但但表明还是多头强哈 137 00:06:22,040 --> 00:06:23,160 那么整体而言 138 00:06:23,160 --> 00:06:25,600 标普呢今天也是收出了阳线 139 00:06:25,600 --> 00:06:29,339 我们大概看一下15分钟图表嗯 140 00:06:29,699 --> 00:06:32,019 一样啊一样好嘞 141 00:06:33,579 --> 00:06:35,199 这是这几个 142 00:06:35,199 --> 00:06:38,490 那我们来看一下今天市场整体的表现哈 143 00:06:38,810 --> 00:06:40,529 那今天肯定是普涨了 144 00:06:40,529 --> 00:06:44,050 那么我们的半导体软件 145 00:06:44,050 --> 00:06:44,870 基础设施 146 00:06:44,870 --> 00:06:45,790 消费电子 147 00:06:45,790 --> 00:06:48,029 互联网什么的都是上涨哈 148 00:06:50,670 --> 00:06:54,060 比如说银行保险还有什么呢 149 00:06:54,060 --> 00:06:55,199 还有这个电力啊 150 00:06:55,199 --> 00:06:58,100 还有航空航天这个对吧好了 151 00:06:58,100 --> 00:06:59,310 这不是太重要 152 00:06:59,310 --> 00:07:01,889 我们看一下领涨的板块嗯 153 00:07:01,889 --> 00:07:03,509 我们的加密货币领域啊 154 00:07:03,509 --> 00:07:04,889 又是领涨 155 00:07:04,889 --> 00:07:08,720 然后我们的油有我们之前也让会员关注了对吧 156 00:07:08,720 --> 00:07:11,079 嗯还有储能概念 157 00:07:11,079 --> 00:07:12,639 储能概念啊 158 00:07:12,639 --> 00:07:15,600 然后是加密储备概念 159 00:07:16,540 --> 00:07:18,399 还有这个存储概念 160 00:07:18,399 --> 00:07:19,660 稀土概念啊 161 00:07:19,660 --> 00:07:23,290 由存储和稀土这几个是我们比较关注的哈 162 00:07:23,290 --> 00:07:25,709 那么加密货币我们近期关注的比较少 163 00:07:25,709 --> 00:07:28,009 其实也没有必要都关注对吧 164 00:07:28,009 --> 00:07:29,490 那我们看一下谁呢 165 00:07:29,490 --> 00:07:31,649 我们先看一下存储概念吧 166 00:07:31,649 --> 00:07:34,769 最火的我们先看这两个哈镁光 167 00:07:36,139 --> 00:07:40,819 我看到今天美光再次收出非常漂亮的阳线哈 168 00:07:40,819 --> 00:07:42,810 问昨天是什么K线 169 00:07:42,810 --> 00:07:44,410 昨天其实也是阳性哈 170 00:07:44,410 --> 00:07:46,129 收盘价比前天要高哈 171 00:07:46,129 --> 00:07:48,048 你看收盘比他高吧 172 00:07:48,048 --> 00:07:49,408 诶今天又是阳线 173 00:07:49,408 --> 00:07:50,668 今天属于跳空高开 174 00:07:50,668 --> 00:07:52,129 然后再拉升是吧 175 00:07:52,129 --> 00:07:53,810 因为昨天收盘价在这里 176 00:07:53,810 --> 00:07:54,970 阳线强势吧 177 00:07:54,970 --> 00:07:55,649 强势哈 178 00:07:55,649 --> 00:07:57,370 今天的阳线比较强势 179 00:07:57,370 --> 00:08:00,430 我们看一下他的日内的情况是吧 180 00:08:00,430 --> 00:08:01,870 我们给大家画了一个底线 181 00:08:01,870 --> 00:08:03,970 说掉下来才有可能有回调哈 182 00:08:03,970 --> 00:08:05,189 它没掉下来啊 183 00:08:05,189 --> 00:08:07,788 那我们把趋势线就可以调到这里来了对吧 184 00:08:07,788 --> 00:08:11,209 我们给大家画的是这个支撑位来着是吧 185 00:08:11,209 --> 00:08:13,649 这支撑位没有掉下去哈 186 00:08:13,920 --> 00:08:16,620 相反市场今天是跳空高开诶 187 00:08:16,620 --> 00:08:20,459 往上拉升这种走法多头强是吧 188 00:08:20,459 --> 00:08:25,218 嗯好我们再看一下日线的感觉还可以吧 189 00:08:25,218 --> 00:08:28,319 嗯好回到我们的这里 190 00:08:28,319 --> 00:08:31,339 另外一个闪迪和镁光的走势略有不同啊 191 00:08:31,339 --> 00:08:35,549 我们看一下闪迪它比镁光还要激进哈对吧 192 00:08:35,549 --> 00:08:37,289 镁光还在这片对吧 193 00:08:37,289 --> 00:08:40,328 诶他已经哈一骑绝尘了哈 194 00:08:40,328 --> 00:08:42,649 那么前几个交易日在这里横了半天啊 195 00:08:42,649 --> 00:08:44,788 今天又是一个大阳线啊 196 00:08:44,788 --> 00:08:49,259 我看下15分钟的感觉感觉还不错是吧 197 00:08:49,259 --> 00:08:51,659 我们可以适当的根据新的情况去调一调 198 00:08:51,659 --> 00:08:52,759 趋势线什么的 199 00:08:52,759 --> 00:08:54,240 好我们删一下哈 200 00:08:54,240 --> 00:08:56,419 你看我们之前也画了一个横线哈 201 00:08:56,419 --> 00:08:58,919 就是说要观察它要不要回调 202 00:08:58,919 --> 00:09:00,440 没回调诶 203 00:09:00,440 --> 00:09:02,899 把这曲线大概画一个就可以了 204 00:09:03,220 --> 00:09:07,320 多么的强势啊啊多么的强势好 205 00:09:07,320 --> 00:09:13,539 这是这两个我们之前提到的一个稀土和铀啊啊 206 00:09:13,539 --> 00:09:16,690 感兴趣的话也可以自己看一下或者浏览一下吧 207 00:09:16,690 --> 00:09:18,490 我们先看一下它的日线就可以 208 00:09:18,490 --> 00:09:21,289 你看这就是我们之前告诉的会员啊 209 00:09:21,289 --> 00:09:24,328 说做都哈哎走了一波了吧 210 00:09:24,328 --> 00:09:25,869 所以现在还能做多吗 211 00:09:25,869 --> 00:09:27,349 能啊为什么不能呢 212 00:09:27,349 --> 00:09:31,980 但是要随时这个应对可能的小回撤啊 213 00:09:32,379 --> 00:09:35,340 好另外一个就是油相关的啊 214 00:09:35,340 --> 00:09:38,860 我们看一个哎我们近期说啊要做多是吧 215 00:09:38,860 --> 00:09:41,460 在这大部分人没看到过这个图啊 216 00:09:41,460 --> 00:09:42,980 这个会员看到了啊 217 00:09:42,980 --> 00:09:45,100 那么这个图呢哎我们就是这么分析哈 218 00:09:45,100 --> 00:09:46,830 要走一截好 219 00:09:46,830 --> 00:09:49,200 这都是所谓的超级股啊 220 00:09:49,639 --> 00:09:52,659 好我们回到我们的列表感受一下哈 221 00:09:52,659 --> 00:09:54,769 你看我们今天的市场整体 222 00:09:54,769 --> 00:09:57,850 虽然说我们没有近期没有跟进加密货币哈 223 00:09:57,850 --> 00:10:00,090 但是稳定币啊也是类似的哈 224 00:10:00,090 --> 00:10:01,649 你看我们这个circle哈 225 00:10:01,649 --> 00:10:04,419 哎底浪突破浪回撤回调 226 00:10:04,419 --> 00:10:06,679 然后做多抄底类的对吧 227 00:10:06,679 --> 00:10:09,409 新的底其实真正的右侧底是这里哈 228 00:10:09,409 --> 00:10:11,889 我们说突破回踩止跌嘛是吧 229 00:10:11,889 --> 00:10:14,190 真正的多头的右侧底是这个位置 230 00:10:14,190 --> 00:10:16,470 因为突破浪呢不能当做底啊 231 00:10:16,470 --> 00:10:19,889 好那么这样的话多头进场之后应该继续持仓 232 00:10:19,889 --> 00:10:20,750 继续做多 233 00:10:20,750 --> 00:10:23,078 那今天又是一个阳线哈 234 00:10:23,078 --> 00:10:25,178 表明啊这是一个回调而已 235 00:10:25,178 --> 00:10:26,678 我们看一下15分钟的感觉 236 00:10:27,839 --> 00:10:28,798 感觉还不错吧 237 00:10:28,798 --> 00:10:33,019 嗯好我们早就盯住这波回回调了是吧 238 00:10:33,019 --> 00:10:34,840 现在还来得及抄底吗 239 00:10:34,840 --> 00:10:35,919 是的啊 240 00:10:36,159 --> 00:10:37,899 说挖掘多少利润呢 241 00:10:37,899 --> 00:10:39,639 要是非得想要挖掘的话 242 00:10:39,639 --> 00:10:42,339 那就挖掘200%吧 243 00:10:42,658 --> 00:10:44,698 这是其实这个涨多少 244 00:10:44,698 --> 00:10:46,339 市场说了算哈 245 00:10:46,989 --> 00:10:48,929 好这是这几个 246 00:10:48,929 --> 00:10:51,289 那我们之前的这个CORWAVE也是哈 247 00:10:51,289 --> 00:10:51,929 还能做多吧 248 00:10:51,929 --> 00:10:52,590 当然能了 249 00:10:52,590 --> 00:10:53,529 为什么不能呢 250 00:10:53,529 --> 00:10:55,570 你看我们之前抄底的一些区域哈 251 00:10:55,570 --> 00:10:59,129 嗯包括现在还是做多的一些区域 252 00:10:59,129 --> 00:11:00,470 因为空头不强嘛 253 00:11:00,470 --> 00:11:01,529 继续做多 254 00:11:01,529 --> 00:11:04,339 我们来看看到前方有多少个点 255 00:11:04,339 --> 00:11:06,298 还有50个50%哈 256 00:11:06,298 --> 00:11:08,679 嗯嗯从下边开始抄的话 257 00:11:08,679 --> 00:11:09,399 那就挺大 258 00:11:09,399 --> 00:11:11,240 我们假设从下边的中间区域 259 00:11:11,240 --> 00:11:15,210 有130%左右对吧好 260 00:11:16,450 --> 00:11:19,340 这是这几个好 261 00:11:19,340 --> 00:11:21,379 我们看一下超威电脑 262 00:11:21,379 --> 00:11:25,230 超威电脑我们之前被他这个消息面摆了一道 263 00:11:25,230 --> 00:11:27,429 那么现在呢我们说应该恢复做赌哈 264 00:11:27,429 --> 00:11:30,419 因为他们还不是那种纯熊市是吧 265 00:11:30,419 --> 00:11:31,179 摆了一道 266 00:11:31,179 --> 00:11:33,240 那现在呢继续做多就可以了 267 00:11:33,240 --> 00:11:34,820 他属于抄底类的是吧 268 00:11:34,820 --> 00:11:37,899 嗯他理论上也是技术面上二次探底啊 269 00:11:37,899 --> 00:11:40,568 只不过他用消息面搞了一下 270 00:11:40,568 --> 00:11:42,990 嗯好这是这个 271 00:11:42,990 --> 00:11:44,909 你看近期它的走势还是挺强势的 272 00:11:44,909 --> 00:11:46,789 多头直接拉上来了对吧 273 00:11:46,789 --> 00:11:48,629 空投也没有想使劲砸盘 274 00:11:48,629 --> 00:11:50,549 因为空头已经做了这么多了 275 00:11:50,549 --> 00:11:51,730 空头应该休息啊 276 00:11:51,730 --> 00:11:53,110 多头进场好 277 00:11:53,110 --> 00:11:54,960 这也属于抄底类的 278 00:11:55,159 --> 00:11:56,659 我们的苹果也是哈 279 00:11:56,659 --> 00:11:58,080 苹果昨天给了阴线哈 280 00:11:58,080 --> 00:11:59,240 是形态导致的 281 00:11:59,240 --> 00:12:01,139 但我们说的是啊 282 00:12:01,139 --> 00:12:04,038 多头波段交易者不应该离场啊是吧 283 00:12:04,038 --> 00:12:05,499 切实加易者不应该离场 284 00:12:05,499 --> 00:12:06,778 它只是局部形态 285 00:12:06,778 --> 00:12:09,729 我们说形态呢他只是形态的交易者 286 00:12:09,729 --> 00:12:11,548 而我们是大波段的交易者 287 00:12:11,548 --> 00:12:12,568 有时离场怎么样 288 00:12:12,568 --> 00:12:14,969 再近点重新进就可以了 289 00:12:15,610 --> 00:12:18,690 刚才我们的这个谷歌又推出新的产品哈 290 00:12:18,690 --> 00:12:20,318 昨天有点阴线 291 00:12:20,318 --> 00:12:21,759 我们说再看一下啊 292 00:12:21,759 --> 00:12:22,999 唉今天又给了阳线啊 293 00:12:22,999 --> 00:12:25,500 这样的话空头不行 294 00:12:25,860 --> 00:12:27,159 继续看涨 295 00:12:27,159 --> 00:12:28,460 这是谷歌吧 296 00:12:30,019 --> 00:12:31,940 好我们看看英伟达哈 297 00:12:31,940 --> 00:12:35,240 哎英伟达这个今天也是阳线是吧 298 00:12:35,240 --> 00:12:37,100 看一下他日内什么情况 299 00:12:37,960 --> 00:12:39,879 他就是一个横盘拉升是吧 300 00:12:42,000 --> 00:12:45,039 好那今天盘后呢应该还有些财报哈 301 00:12:45,039 --> 00:12:46,360 咱们就不去管了 302 00:12:46,360 --> 00:12:49,679 明天盘这个明天明天明天盘后再看哈 303 00:12:49,679 --> 00:12:50,500 盘前没有了哈 304 00:12:50,500 --> 00:12:51,700 内容好 305 00:12:51,700 --> 00:12:53,379 德州仪器盘货就开始涨了哈 306 00:12:53,379 --> 00:12:54,480 应该是有财报 307 00:12:54,480 --> 00:12:56,360 德州仪器盘货涨了啊 308 00:12:56,360 --> 00:12:59,019 你这些图我们之前说都适合做波段交易哈 309 00:12:59,019 --> 00:13:00,960 因为它老是涨来涨去 310 00:13:00,960 --> 00:13:02,349 跌来跌去的 311 00:13:02,349 --> 00:13:05,149 不过后续呢也有可能走一个大的上涨波段啊 312 00:13:05,149 --> 00:13:07,580 看盘后又涨了嗯 313 00:13:08,100 --> 00:13:11,139 好盘后应该是有特斯拉的哈 314 00:13:11,139 --> 00:13:12,399 财报我们看一眼哈 315 00:13:12,399 --> 00:13:14,120 特斯拉盘后也有财报 316 00:13:14,120 --> 00:13:17,049 特斯拉盘后已经开始上涨了哈 317 00:13:17,049 --> 00:13:19,470 这个图我们说应该做多来着对吧 318 00:13:19,470 --> 00:13:22,409 如果你之前没有在这几根阳线这做多 319 00:13:22,409 --> 00:13:25,090 那么当前一些停顿也好啊 320 00:13:25,090 --> 00:13:26,090 都应该做多啊 321 00:13:26,090 --> 00:13:27,629 因为空头不是太强 322 00:13:27,629 --> 00:13:29,970 但今天财报出了吗 323 00:13:30,460 --> 00:13:33,250 好我们大概搂一眼啊 324 00:13:33,250 --> 00:13:35,990 第一季度营收223.9亿美元 325 00:13:35,990 --> 00:13:37,970 预估是221.9亿 326 00:13:37,970 --> 00:13:39,860 那应该是超出了预估 327 00:13:39,860 --> 00:13:42,580 调整后的每股收益是0.41美元 328 00:13:42,580 --> 00:13:44,259 预估是0.34美元 329 00:13:44,259 --> 00:13:46,120 也是超出预估哈 330 00:13:46,120 --> 00:13:48,360 那就是利好啊 331 00:13:48,360 --> 00:13:49,659 好嘞 332 00:13:49,659 --> 00:13:50,759 那那怎么办 333 00:13:50,759 --> 00:13:51,539 继续看涨啊 334 00:13:51,539 --> 00:13:53,659 我们看下他15分钟今天什么情况啊 335 00:13:53,659 --> 00:13:56,240 就是一个横盘等待财报的过程诶 336 00:13:56,240 --> 00:13:57,419 盘后啊 337 00:13:57,419 --> 00:13:59,179 不管是明天盘前这个怎么样哈 338 00:13:59,179 --> 00:14:01,659 那整体的多头态势应该是没有变哈 339 00:14:01,659 --> 00:14:03,379 没有变好 340 00:14:03,379 --> 00:14:06,039 这是特斯拉应该还有一个啊 341 00:14:06,039 --> 00:14:07,320 我们就不多看了哈 342 00:14:07,320 --> 00:14:08,700 我们看一下英特尔就行了 343 00:14:09,279 --> 00:14:12,919 英特尔盘这个高位呢有点横横盘停顿的感觉 344 00:14:12,919 --> 00:14:17,139 这是基于他这个猛烈拉升之后的一个停顿啊 345 00:14:17,139 --> 00:14:18,970 但并不构成反转哈 346 00:14:18,970 --> 00:14:20,950 仍旧还是上涨大趋势 347 00:14:20,950 --> 00:14:24,309 看下15分钟图也是一个稍微的一个横盘洗盘 348 00:14:24,309 --> 00:14:27,309 这样可能还要洗一洗对吧 349 00:14:27,309 --> 00:14:33,299 哎所以啊这个他是明天盘后发财报啊 350 00:14:33,299 --> 00:14:36,480 所以这周一我们又到了财报季了哈 351 00:14:36,480 --> 00:14:37,139 好嘞 352 00:14:37,139 --> 00:14:39,159 财爸一定要注意这个暴雷的风险 353 00:14:39,159 --> 00:14:41,720 你看之前那个奈飞是吧啊 354 00:14:41,720 --> 00:14:44,529 他就突然跳空往下了一下哈 355 00:14:44,889 --> 00:14:46,809 好这是今天的内容哈 356 00:14:46,809 --> 00:14:48,629 最后呢欢迎大家成为会员哈 357 00:14:48,629 --> 00:14:50,429 观看我们的会员内容 358 00:14:50,429 --> 00:14:52,289 我们昨天的内容是这里哈 359 00:14:52,289 --> 00:14:54,159 高级会员是这个哈 360 00:14:54,159 --> 00:14:56,000 好我们稍后见啊 361 00:14:56,000 --> 00:14:56,679 拜拜
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