投机陷阱致命尽量避免投机

1
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从来不建议普通人投机

2
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你就是天才leaf帽

3
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最后也不落了个自杀的下场吗

4
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我说一下自己的亲身经历啊

5
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就这两天不知好多人买了黄金白银的啊

6
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都给我留言

7
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居然很多人加了杠杆

8
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还有双倍做多黄金白银的

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大家想一下

10
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就周五那一晚上

11
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白银跌30%

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黄金跌12%

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你再加个两倍杠杆

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再乘以二

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你就算什么一晚上腰斩

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但是很多人他为什么要投机呢

17
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就是情绪多感

18
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想当快钱

19
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这里面还不乏有钱人啊

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居然还有身价过亿的人也在里面投机

21
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当然了

22
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你说拿个几百万搏一搏呢也倒啊

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无所谓嘛

24
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因为损失你的啊几个点的资产嘛

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但是如果说你都没有钱

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你身价10万块钱

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你都来救命的

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你孩子能博弈

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你不拿命开玩笑吗

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我讲一个亲身案例

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就是就是大概在四个月以前吧

32
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还有一个超级会员的兄弟呢

33
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哎来美国找我

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哎

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那个火箭呢

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其实我我对他不了解啊

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我知道他做游戏的

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结果来了之后呢

39
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他又聊了一个话题嘛

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大家酒也喝多了

41
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然后说他说你了解这个AI应用吗

42
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我说我了解啊

43
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普兰迪啊

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app啊

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我说我在啊24年在app上涨了四倍多啊

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但是我来美国之前

47
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我为了税收规划

48
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我卖掉了

49
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他就这家公司老板姓唐和唐浩啊

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很熟

51
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但是呢这公司有问题千万别碰

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哎我当时呢看他财报嘛

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我觉得公司呢高估了

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还看他所有介绍嘛

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说这个游戏分发广告分发是吧

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他自己来做这款游戏的嘛

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他说这家公司老板呢他很熟哈

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也是哈app的幕后大股东

59
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最高板子之前呢就是做啊做这个赌博业务的

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博彩业务的

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它的流水过程呢其实有一大半是刷出来的

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怎么刷呢啊就是各位你们有蓝色光标的哈

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包括生化股份的

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你们也小心点

65
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下个周肯定是血风腥雨啊

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这个呢我给大家讲一个点啊

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就是行业内部的人是非常清楚的

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但是你从行业外面根本看不出来啊

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就比如说我我看app啊

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我看这个蓝色光标

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我觉得一个点的毛利

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这种公式我绝对不会碰对吧

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上千亿的流水啊

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个位数的利润对不对

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九一点的毛利

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那这种公式我觉得肯定有问题

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实际上呢app的问题和蓝色光标的问题

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其实都差不太多

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就是我不生产流水

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我是流水的搬运工哈

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我不知道多少理解这句话啊

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那这个事呢就是app这件事呢

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我立马在我们会员群里讲了

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我说你千万别碰a app这家公司

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结果呢我昨天发现app被做空了啊

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昨天跌了16%

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离高点已经腰斩了

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但是我觉得它还会大跌

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他什么意思啊

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就是这家公司它的它的外包装是做什么呢

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做AI分发的啊

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比如说啊他说他给这个游戏公司选了云公司哈

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做广告啊

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因为快乐公司找谷歌啊

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找meta呀

96
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找这个嗯大的这种互联网公司付不起费用啊

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然后年月个几百万啊

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他就负责这种嗨这种长尾流量是吧

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覆盖这些大牌的

100
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覆盖不到这点

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各位各位大家想一下这种概念好不好

102
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很好呀

103
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符合AI流水很好哈

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利润也不错

105
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看起来呢交易额很稳定

106
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而且呢他海公社好像股权很稳定

107
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结果各位这里面大量的流水怎么来的呢

108
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就是搬运流水

109
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嘿嘿嘿

110
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最近呢这个被做空广告做做空出来之后呢

111
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就说他这个啊就是大量的这种洗钱动作啊

112
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他是不是洗钱不知道

113
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但是它流水搬运是真的

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他不是AI的流水

115
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它是赌场的流水

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就像比如说你你你在天猫啊

117
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只经营里面两块

118
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第一个呢就是阿里巴巴广告流水

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第二个业务呢是天猫的GMV

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你把天猫的GMV算成你的广告收入

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你这也是造假呀

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你想想是不是

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所以呢这一次我估计呢app要斩

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然后呢大概率呢蓝色光标也跟着遭殃

125
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但是如果说你在国内还是啊

126
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大家从娃娃AI音有多牛逼是吧

127
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那三广坤多牛逼啊

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多多多多牛逼的各位

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接下来你就知道这些公司多么惨了

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当时怎么涨上来

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怎么跌下去

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哎我又话说回来

133
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如果说你不是行业内部的人

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你怎么可能知道这么多的业务构成的

135
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因为我这个兄弟

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他是他是游戏行业出身几十年的高材生

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人家是牛津还是剑桥的高材生

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非常聪明

139
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年利润10亿美金

140
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自己有私人飞机

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人家是真知道

142
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人家给这个老板谈话还还是不错啊

143
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吃个饭

144
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然后经常聊

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他了解多

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各位我们从外面根本看不懂

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我是看财报

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但我是这公司高估了对吧

149
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我只能说来解读哈

150
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你的后背周期可能要三四十年

151
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但P1那个高点数都百上百倍

152
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所以我是不敢碰

153
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但是人家是知道他到底怎么做起来的

154
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以及说怎么样让股股权弄成几千亿美金的

155
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各位

156
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如果你是九二人

157
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你听到这个消息之后

158
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你会不会精身冷汗

159
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所以我给大家讲哈

160
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你在A股做投机的人

161
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你最终的结果哈

162
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你跑的早

163
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你是运气

164
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你跑得晚一定是韭菜

165
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你最后不可能赚到钱的

166
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今天如果还有很多人说

167
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我今天我买了个某某公司

168
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然后一年翻了多少多少倍

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哎对公司的业务又又一无所知

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还好把这个赚钱归结于自己的选股能力哈

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着实能力上

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各位以你的结果和买app没有任何区别

173
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唉但是呢哈我们今天讲那么多呢

174
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实际上讲已经超越了我们这个哈

175
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价值投资的边界了哈

176
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但是呢我还是想告诉大家说不懂的千万别碰

177
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如果哈你想赚快钱

178
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哎你就老老实实工作加班

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嘿嘿在业务上熟悉的比方施把劲

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千万不要去哈

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投机倒把呀

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