BV1dsE968EDD · 美股搬运工1 00:00:00,000 --> 00:00:01,639 投资不是赌博 2 00:00:01,639 --> 00:00:03,919 而是一场有准备的出击 3 00:00:03,919 --> 00:00:05,620 我是富哥家人们啊 4 00:00:05,620 --> 00:00:07,919 今天的这个大盘啊 5 00:00:07,919 --> 00:00:12,169 可以说出现了一个先高开低走啊 6 00:00:12,169 --> 00:00:13,330 什么原因啊 7 00:00:13,330 --> 00:00:15,330 今天的那个大盘的一个回落啊 8 00:00:15,330 --> 00:00:19,660 首先是啊特朗普好像又跟伊朗干架了啊 9 00:00:19,660 --> 00:00:21,399 八方打脸特朗普 10 00:00:21,399 --> 00:00:23,300 美伊不太可能啊 11 00:00:23,300 --> 00:00:25,100 数日内达成协议啊 12 00:00:25,100 --> 00:00:27,440 因为以色列啊好像是他的小弟嘛 13 00:00:27,440 --> 00:00:29,620 没有开始炮轰黎巴嫩了啊 14 00:00:29,620 --> 00:00:31,980 所以因为美一的一个影响啊 15 00:00:31,980 --> 00:00:35,619 所以造成了大盘的一个短期又开始一个回调 16 00:00:35,619 --> 00:00:37,520 又继续向下探探底 17 00:00:37,520 --> 00:00:39,539 福哥的判断大家放心啊 18 00:00:39,539 --> 00:00:40,939 昨天反弹了啊 19 00:00:40,939 --> 00:00:43,060 今天又开始调整 20 00:00:43,060 --> 00:00:47,210 但是弗格的判断依然是啊上升浪啊没有改变 21 00:00:47,210 --> 00:00:49,130 那就像弗格给大家讲过的啊 22 00:00:49,130 --> 00:00:51,759 我们的一个月线级别上啊 23 00:00:51,759 --> 00:00:52,640 周线也好 24 00:00:52,640 --> 00:00:54,539 月线级别它还是一个上升浪 25 00:00:54,539 --> 00:00:56,979 今年的4月这个节点大家发现没有 26 00:00:56,979 --> 00:00:58,679 这个回调创新高 27 00:00:58,679 --> 00:01:00,719 跟去年的这个节点啊 28 00:01:00,719 --> 00:01:03,560 上涨结构其实是一模一样的啊 29 00:01:03,560 --> 00:01:04,680 从这个判断来说 30 00:01:04,680 --> 00:01:08,969 那我的钠子啊没有结束啊 31 00:01:08,969 --> 00:01:11,329 就说它顶部远远没有到来哈 32 00:01:11,329 --> 00:01:14,209 那今天的这个美伊又开始搅局啊 33 00:01:14,209 --> 00:01:15,950 调整一下不正常吗 34 00:01:15,950 --> 00:01:16,989 然后又开始弹 35 00:01:16,989 --> 00:01:18,609 按特朗普的尿性是吧 36 00:01:18,609 --> 00:01:19,750 特朗普交易机会 37 00:01:19,750 --> 00:01:22,700 然后特朗普最后总会妥协的放弃啊 38 00:01:22,700 --> 00:01:23,900 因为特朗普也炒股 39 00:01:23,900 --> 00:01:24,780 他很喜欢炒股 40 00:01:24,780 --> 00:01:26,959 大家知道啊好所以呢我们接下来啊都不担心 41 00:01:26,959 --> 00:01:28,680 所以接下来呢我们呃 42 00:01:28,680 --> 00:01:32,519 纳子一定要汗在脑子里面哈 43 00:01:32,519 --> 00:01:34,439 任何的美股 44 00:01:34,439 --> 00:01:36,840 任何的实际它的调整 45 00:01:36,840 --> 00:01:39,500 都给我们带来一个低吸的机会 46 00:01:39,500 --> 00:01:41,040 那我们要做的是什么 47 00:01:41,040 --> 00:01:44,879 找那种低位的优质个股好 48 00:01:44,879 --> 00:01:45,760 大家放心好 49 00:01:45,760 --> 00:01:48,420 那我们看完有什么样的优质的个股呢 50 00:01:48,420 --> 00:01:50,239 那福哥首先啊给大家讲过了 51 00:01:50,239 --> 00:01:52,439 我觉得是有一些这个今天你看一下啊 52 00:01:52,439 --> 00:01:53,239 像英特尔 53 00:01:53,239 --> 00:01:56,319 英特尔好友问他是一个优质的优质 54 00:01:56,319 --> 00:01:57,040 在哪里呢 55 00:01:57,040 --> 00:02:01,019 英特尔呢大家啊可以说是在110~100啊 56 00:02:01,019 --> 00:02:02,939 都大胆的去买微星了啊 57 00:02:02,939 --> 00:02:06,359 今天我就从单单从技术面给大家讲 58 00:02:06,359 --> 00:02:08,360 但他他也是在做什么 59 00:02:08,360 --> 00:02:10,120 在做一个中继啊 60 00:02:10,120 --> 00:02:11,580 因为上涨中继 61 00:02:11,580 --> 00:02:12,879 那么还要再涨 62 00:02:12,879 --> 00:02:13,360 对不对 63 00:02:13,360 --> 00:02:14,439 所以你想进的话 64 00:02:14,439 --> 00:02:17,860 10100都大胆的买入就行了啊 65 00:02:17,860 --> 00:02:18,659 不会亏钱 66 00:02:18,659 --> 00:02:19,800 但看了去年底 67 00:02:19,800 --> 00:02:21,289 我们从27 68 00:02:21,289 --> 00:02:23,250 当时特朗普政府入股的时候 69 00:02:23,250 --> 00:02:24,090 福哥在说啊 70 00:02:24,090 --> 00:02:25,930 这在做一个上涨中介 71 00:02:25,930 --> 00:02:30,189 你看在在30~40也在做上涨中继 72 00:02:30,189 --> 00:02:31,650 还要再涨 73 00:02:31,650 --> 00:02:35,509 上涨中继50~40那幅度让它在四零是吧 74 00:02:35,509 --> 00:02:37,819 要介入还要再涨 75 00:02:37,819 --> 00:02:39,129 所以呢我们的这个 76 00:02:39,129 --> 00:02:41,629 所以呢我们现在在做上涨中继啊 77 00:02:41,629 --> 00:02:42,710 那还要再涨啊 78 00:02:42,710 --> 00:02:44,650 那接下来呢我们的英特尔没有结束 79 00:02:44,650 --> 00:02:45,949 那就讲到基本面 80 00:02:45,949 --> 00:02:48,479 美国政府有400亿的浮盈 81 00:02:48,479 --> 00:02:50,979 他的最强大的靠山了啊 82 00:02:50,979 --> 00:02:53,699 他可以获得很多的政策扶持 83 00:02:53,699 --> 00:02:54,620 比如苹果 84 00:02:54,620 --> 00:02:56,860 你要不要把你的订单交给这个这个 85 00:02:56,860 --> 00:02:57,759 英特尔代工吗 86 00:02:57,759 --> 00:02:59,319 因为英特尔它是代工龙头 87 00:02:59,319 --> 00:03:03,269 同时英特尔又是AICPU的龙头 88 00:03:03,269 --> 00:03:04,669 他做这个CPU啊 89 00:03:04,669 --> 00:03:06,669 AICPU是1.8NM的 90 00:03:06,669 --> 00:03:08,609 比这个台积电还要先进 91 00:03:08,609 --> 00:03:11,308 但又跟英伟达又是同盟合作关系 92 00:03:11,308 --> 00:03:13,219 因为他入股这个英特尔啊 93 00:03:13,219 --> 00:03:14,159 40亿美金 94 00:03:14,159 --> 00:03:15,919 所以呢我们英特尔呢毫无疑问 95 00:03:15,919 --> 00:03:19,090 它也是未来我们这个AI的时代的啊 96 00:03:19,090 --> 00:03:20,509 未来的一个龙头了啊 97 00:03:20,509 --> 00:03:23,330 那未来我想int它会回到它该有的位置 98 00:03:23,330 --> 00:03:25,569 万亿市值是板上钉钉的啊 99 00:03:25,569 --> 00:03:26,810 好说到英特尔呢 100 00:03:26,810 --> 00:03:28,250 还有我的福哥也看好了 101 00:03:28,250 --> 00:03:30,090 那我们的康宁康宁呢 102 00:03:30,090 --> 00:03:32,770 这刚拿下了这个亚马逊的 103 00:03:32,770 --> 00:03:34,740 是30亿美金的一个订单了 104 00:03:34,740 --> 00:03:36,819 亚马逊不是做这个平台吗 105 00:03:36,819 --> 00:03:38,979 怎么就去加码这个光纤呢 106 00:03:38,979 --> 00:03:40,719 说明光纤和很关键的 107 00:03:40,719 --> 00:03:41,699 我说过了啊 108 00:03:41,699 --> 00:03:43,219 AI的数据的传输 109 00:03:43,219 --> 00:03:46,479 它离不开这个未来的光纤了 110 00:03:46,479 --> 00:03:48,419 你说内存它是大脑 111 00:03:48,419 --> 00:03:52,080 那他的这个血管就是管钱 112 00:03:52,080 --> 00:03:53,909 就是康宁啊 113 00:03:53,909 --> 00:03:56,189 这些我们的光通讯的这些龙头 114 00:03:56,189 --> 00:03:58,300 所以康宁呢他也有机会啊 115 00:03:58,300 --> 00:03:59,659 也在给我们好的机会 116 00:03:59,659 --> 00:04:01,259 那天康宁他也大方了 117 00:04:01,259 --> 00:04:04,259 他都是每一次的调整企稳 118 00:04:04,259 --> 00:04:07,780 都是有一个好的一个低吸低吸反弹 119 00:04:07,780 --> 00:04:11,039 所以现在170啊都是很好的一个低吸机会好 120 00:04:11,039 --> 00:04:13,229 所以加上2000亿跑不了的市值啊 121 00:04:13,229 --> 00:04:14,229 啊说到康宁 122 00:04:14,229 --> 00:04:15,319 我也讲一讲啊 123 00:04:15,319 --> 00:04:16,360 INQ是吧 124 00:04:16,360 --> 00:04:17,660 LNQ也是啊 125 00:04:17,660 --> 00:04:19,160 量子计算龙头 126 00:04:19,160 --> 00:04:21,220 那也是在上升浪调整 127 00:04:21,220 --> 00:04:23,038 那都是低吸机会啊 128 00:04:23,038 --> 00:04:27,279 好我们的这个55560啊都可以介入啊 129 00:04:27,279 --> 00:04:28,000 那为什么呢 130 00:04:28,000 --> 00:04:28,680 家人们啊 131 00:04:28,680 --> 00:04:31,660 我们如果人类要想走向星际文明 132 00:04:31,660 --> 00:04:36,170 那么我们就必须要走这个量子这个芯片这条路 133 00:04:36,170 --> 00:04:40,930 量子芯片芯片比现在我们的算力要快百倍 134 00:04:40,930 --> 00:04:41,930 千倍万倍 135 00:04:41,930 --> 00:04:46,180 你看特朗普呢对IONQ这些量指的计算龙头 136 00:04:46,180 --> 00:04:49,800 为什么下种植给他们投了20亿的一个补助 137 00:04:49,800 --> 00:04:50,660 研发资金 138 00:04:50,660 --> 00:04:54,050 就是因为那美国也想占领这个快高地 139 00:04:54,050 --> 00:04:55,759 他现在也跟英伟达有合作 140 00:04:55,759 --> 00:04:57,079 在研发这个量子芯片 141 00:04:57,079 --> 00:04:59,240 今年量子芯片肯定会炒一波的 142 00:04:59,240 --> 00:05:01,600 那未来呢我们相信呢这个短期内啊 143 00:05:01,600 --> 00:05:04,129 INQ企稳以后啊 144 00:05:04,129 --> 00:05:08,529 很快会向前高8090附近突破啊 145 00:05:08,529 --> 00:05:09,810 好量子芯片啊 146 00:05:09,810 --> 00:05:11,009 这几个啊就不讲了 147 00:05:11,009 --> 00:05:12,009 还有这个迈威尔啊 148 00:05:12,009 --> 00:05:13,050 卡尔福哥讲过了 149 00:05:13,050 --> 00:05:14,129 迈威尔也是啊 150 00:05:14,129 --> 00:05:17,420 迈威尔奇稳都是很好的一个低吸机会了 151 00:05:17,420 --> 00:05:18,699 alonment client特啊 152 00:05:18,699 --> 00:05:19,939 这些福哥讲过的啊 153 00:05:19,939 --> 00:05:22,500 都是啊闭着眼睛拿下去了 154 00:05:22,500 --> 00:05:23,800 因为很关键啊 155 00:05:23,800 --> 00:05:26,620 光模块对于我们的这AI的基建啊 156 00:05:26,620 --> 00:05:28,459 它未来的发展它太关键了 157 00:05:28,459 --> 00:05:30,980 他们也是在上升浪中调整到位后 158 00:05:30,980 --> 00:05:34,310 你看克伦特那340~350啊 159 00:05:34,310 --> 00:05:36,129 都是可以闭着眼睛买 160 00:05:36,129 --> 00:05:39,079 罗伯特也是7955800附近啊 161 00:05:39,079 --> 00:05:41,079 都是可以很快企稳以后啊 162 00:05:41,079 --> 00:05:42,399 它都很快又反弹 163 00:05:42,399 --> 00:05:43,399 然后美光啊 164 00:05:43,399 --> 00:05:46,060 美光呢880都可以买美观 165 00:05:46,060 --> 00:05:46,560 我说了 166 00:05:46,560 --> 00:05:48,759 瑞银已经把它的目标价调到了 167 00:05:48,759 --> 00:05:50,720 这个1680 168 00:05:50,720 --> 00:05:52,379 所以美光呢也没有结束 169 00:05:52,379 --> 00:05:53,560 虽然大盘调整 170 00:05:53,560 --> 00:05:54,500 但是福哥啊 171 00:05:54,500 --> 00:05:58,069 从过往福哥20年的这个交易经验当中 172 00:05:58,069 --> 00:06:02,610 每一次的美股的调整都是我们低吸的机会啊 173 00:06:02,610 --> 00:06:04,430 好如果大家想知道更多的啊 174 00:06:04,430 --> 00:06:06,540 我们的这个底吸机会啊 175 00:06:06,540 --> 00:06:08,279 抄底的这个机会啊 176 00:06:08,279 --> 00:06:12,740 大家可以呢啊点赞订阅关注福哥的频道好吧 177 00:06:12,740 --> 00:06:16,860 那我们的这个周三和每周10:15分老时间了 178 00:06:16,860 --> 00:06:18,220 福哥也会继续啊 179 00:06:18,220 --> 00:06:20,920 在麦上陪伴大家好吧
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