【视野环球财经】20260310美股 水雷升级局势！机构仓位、资金流动！CTA紧急更新！ORCL财报！

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大家好

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欢迎收看视野环球财经

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我是right now

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现在是美东时间26年3月10号

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周二晚上的7.45分

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今天的四大指数啊是午后跳水

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小幅收跌

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市场是再一次被中东局势的新闻

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和相互矛盾的言论所主导

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那么今天的市场呢是最初受到了昨天

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战争很快就会结束言论的影响啊

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走的还行呃

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但是呢就像咱们昨天说的

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这个只是预期管理的策略而已

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今天没有迹象表明战争会很快结束呃

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因为美国呃战争部长赫克塞斯表示说呢

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今天将对伊朗进行迄今为止最为猛烈的打击

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所以啊今天的原油呢是再次坐了过山车啊

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在盘中的波动还是非常的大

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上上下下

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特别是美国的能源部长赖特

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在一条已经删除的帖子中说啊

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美国海军护送了一艘游轮通过了霍尔木兹海峡

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那么这个是进一步加剧了油价的下跌

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使其跌到了今天的低点啊

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不过后来呢这个帖子被删除了

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有一位白宫的官员证实说这个消息不实啊

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可能是手滑了啊

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还没到这个应该发布的时候

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就不小心按了发送键

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所以市场呢是随即逆转呃

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那么今天下午呢

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市场大家看到股市呢是出现了回吐的情况啊

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最主要的原因有多份报告说

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美国的情报部门已经开始发现啊

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伊朗在霍尔木兹海峡布设水雷的迹象

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这个就标志着局势的重大升级

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并进一步会威胁石油的供应

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那么根据报道呢

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伊朗正在使用小型的舰船

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每艘这种小艇可以携带两到三枚水雷

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虽然伊朗的水雷的这个库存量啊

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现在没有一个完全的统计

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但是多年来的数字

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大家的预估是在2000到6000枚之间

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受到这个消息的影响

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市场是普遍的避险

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随后呢总统trump呢发文说

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如果伊朗在霍尔木兹海峡布设了水雷

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他们要求伊朗立即清除

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否则将面临前所未有的军事后果啊

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人家要是不得不了

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那怎么办呢

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布下去以后

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这个水雷想清除可就不是那么容易了啊

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所以还是那句话

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保险公司现在呢不敢承保呃

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然后呢

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即便你有军舰护送

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在这种不对称的战术下

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那你怎么样保证油轮

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天然气的油轮怎么能安全通过呢

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因为本身啊邮轮还有天然气的这个油罐

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你自己就是一个巨大的爆炸物啊

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如果不小心真的碰上了水雷

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那这个后果可真的是呃非常的糟糕

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所以呢在这种恐惧下呢

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看看还是后面啊

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我们说事情的关键就在于

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霍尔木兹海峡到底会封锁多久啊

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还解呢

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就是伊朗方面是不是准备真的以

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把油价顶到天上去来进行这场战争啊

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这个其实对于全球的经济影响非常之大

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那么油价呢目前看起来在投机多头啊

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是有一点点忌惮啊

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就是没有像之前一样猛烈的上攻啊

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特别是在昨天前天

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那么出现了这种冲高大幅回落

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然后被打了个措手不及

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但是原油的长期

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我们说它的价格走势还是受到供需关系的影响

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在需求不变的情况下

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供应如果短期

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那么它的长期走势势必是会向上去走的啊

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只不过短期的这个波动会被抑制住

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所以现在的市场是个什么情况呢

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我相信大家也看得比较清楚啊

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就是呃所有的信息呢就是你说你的

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我说我的啊

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大家呢也不在一个维度

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好像呢在平行空间

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政府官员们呢也在发布相互矛盾的信息

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那么这个市场他是个猴氏

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那就不稀奇了对吧

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那只能随它蹦哒了

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所以短期啊咱们看不到什么太多的方向

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咱们现在能看的只能是大资金机构

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他们的一个流向

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比方说仓位的配置

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还有呢今天会给大家紧急的更新一下

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CTA在今天收盘之后的一个全新的变化

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他们会在任和的时候涨跌横盘啊

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在各种情况下都转成了卖家啊

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但是呢其中有一部分是有条件的啊

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待会展示给大家看好

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在讲解这些数据和机构的这个流动性之前呢

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给大家先看一个甲骨文的财报吧

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因为今天甲骨文财报后来涨了不少对吧

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涨了八个点

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给大家更新一下

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甲骨文那是第三财季的财报啊

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调整后的每股收益呢是1.79美元

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高于去年同期的1.47

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超出预期的1.7

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营收是171.9亿

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同比增长22%

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超过预期的168.9亿

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那么公司的剩余的未履约义务啊

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也就是衡量订单的指标呢是5530亿

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上个季度报告的金额是5231

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好咱们看一下前瞻

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预计2026财年的营收是670亿啊

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他的财年是5月份

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截止

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资本支出呢是500亿

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调整后的每股收益增长

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15%到17%

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达到1.92到1.96

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高于此前预计的1.95美元啊

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那这里我要提醒大家一下

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通过第三财季的财报啊

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以及之前的资本支出的总额来算

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其实截止到三季度

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它的资本支出已经是来到了480多亿

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所以他这里给的资本支出

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2026财年是500亿

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这一个季度

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那就意味着是不是不花钱呢

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还是说最后他会上调这个资本支出呢

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不知道啊

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因为现在呢甲骨文这边主要是花钱花的太快了

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呃融资呢融得太慢了啊

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债务水平太高了

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那么银额信用违约担保的费用也比较的高

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这是市场担心最主要的原因

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尽管你的未履约业务的这个额度比较大啊

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还是那句话

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甲骨文这边能不能收到OpenAI的钱是比较重要的

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因为那边是大头好

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今天的这个前瞻里边还有一个非常重要的啊

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比较罕见的甲骨文公布了下个财年的业绩预期

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也是让大家提前吃个定心丸

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他发布了2027年

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就是截止到27年5月财年的业绩

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具体为2027年的总收入

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预期会上调至900亿

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超过之前预计的867亿啊

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多了30多亿啊

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这是一个好消息

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好给大家更新一下它的估值和技术面

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那么截止到今天呢

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我们还是基于他的一个高增长

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给他一个高匹配

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看看他的情况

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那么目前截止到26年5月是220到294

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中卫257

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27年5月是237~316

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中卫是277

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这个都是基于他当前能够完成未履约

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能够收到钱的情况下的估值

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那么市场为什么大幅低估这么多原因

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我们讲过很多次

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现在的合同归合同钱

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什么时候到得了手

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能不能到

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主要看OpenAI那边能够它的营收增长多少

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同时它的融资能力怎么样

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或者它能不能上市

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这个很重要啊

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所以这是一个变量啊

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所以估值大家当成一个参考就好了

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现在呢其实他也不看什么估值

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因为他的债务水平实在是太高了

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大家呢比较担心他的可持续的经营问题

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那么盘后的价格是涨了八个点啊

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这个目前的涨幅呢是在期权压注的范围之内啊

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差不多昨天在收在150的情况下呢

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其实是在150块钱上下

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大概17块钱左右波动啊

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也就是目前这个涨跌幅是在68%的

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概率范围之内

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但这个价格呢呃也是一个不疼不痒的价格

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因为它涨到162上方

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马上就是强压力

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两个强压力

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164176

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185~203

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下方呢在强支撑起来的

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137~143和120~127

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所以仍旧在一个相对较窄的空间里面

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目前呢没有看到太多的进展啊

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出现他的能够连续的往上去突破啊

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才能够吃掉套牢盘

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走的比较好

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暂时呢也只是缓解了下跌的危机

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好关于这个软件板块

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等会我会给大家看一下

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那么到底最近的情况他是什么个事啊

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因为今天呢我看到了这个JPM的

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就是小摩这边的关于机构的这个这个持仓数据

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里边

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其中提到了关于软件板块

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最近到底是怎么回事啊

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他为什么会是这个样子

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好额这个是甲骨文

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接下来和大家更新一下

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我们开篇讲的CCTA

219
00:09:35,159 --> 00:09:37,720
呃CCTA呢今天收盘之后额

220
00:09:37,720 --> 00:09:39,620
我们看到一个最新的更新啊

221
00:09:39,620 --> 00:09:40,600
今天比较复杂

222
00:09:40,600 --> 00:09:46,009
给大家讲一下CCTA在未来一个月的流动性横盘

223
00:09:46,009 --> 00:09:47,559
是卖啊

224
00:09:47,559 --> 00:09:49,120
会慢上涨

225
00:09:49,120 --> 00:09:50,840
暂时他会买啊

226
00:09:50,840 --> 00:09:52,360
一直买到什么位置呢

227
00:09:52,360 --> 00:09:55,578
买到6894触发卖盘

228
00:09:55,578 --> 00:09:57,958
也就是他会做一个高抛

229
00:09:57,958 --> 00:10:00,379
这个呢在平常比较少见啊

230
00:10:00,379 --> 00:10:02,429
这个呢是这一次一个特殊情况

231
00:10:02,429 --> 00:10:04,110
上涨买涨去

232
00:10:04,110 --> 00:10:05,129
然后高抛

233
00:10:05,129 --> 00:10:08,549
但是如果下跌就会直接卖好

234
00:10:08,549 --> 00:10:10,370
这里几个点位写到这里了啊

235
00:10:10,370 --> 00:10:12,629
上涨呢是涨至6894触发卖盘

236
00:10:12,629 --> 00:10:14,529
然后下跌是跌破

237
00:10:14,529 --> 00:10:16,570
大家看一下6763

238
00:10:16,570 --> 00:10:19,820
今天的收盘已经是6781不远啊

239
00:10:19,820 --> 00:10:21,759
这个地方如果它跌破以后

240
00:10:21,759 --> 00:10:22,919
它又会卖一波啊

241
00:10:22,919 --> 00:10:25,429
尽管之前已经释放过一波了呃

242
00:10:25,429 --> 00:10:26,710
卖压没有那么大啊

243
00:10:26,710 --> 00:10:28,509
但仍旧会转成一个卖家啊

244
00:10:28,509 --> 00:10:31,470
仍旧是市场的一个抛压力量好

245
00:10:31,470 --> 00:10:33,830
然后更大的大幅的跌幅

246
00:10:33,830 --> 00:10:35,710
差不多有50%的仓位

247
00:10:35,710 --> 00:10:38,408
接近清仓的位置是6364

248
00:10:38,408 --> 00:10:39,048
跌破之后

249
00:10:39,048 --> 00:10:43,918
预计它在美股的持仓的这个所有的仓位

250
00:10:43,918 --> 00:10:45,298
可能会跌到比较低

251
00:10:45,298 --> 00:10:47,759
可能历史百分位要跌到10%以内了

252
00:10:47,759 --> 00:10:49,730
就是几乎等于清仓好吧

253
00:10:49,730 --> 00:10:50,850
会砸的比较狠啊

254
00:10:50,850 --> 00:10:51,730
大家自己注意

255
00:10:51,730 --> 00:10:53,250
这是目前的一个情况啊

256
00:10:53,250 --> 00:10:54,629
咱6664现在还隔得远

257
00:10:54,629 --> 00:10:55,899
还还没到呢

258
00:10:55,899 --> 00:10:57,299
现在才6781嘛

259
00:10:57,299 --> 00:11:01,110
我们先看6763和上方的6894

260
00:11:01,549 --> 00:11:02,429
好CCTA

261
00:11:02,429 --> 00:11:02,950
看完之后

262
00:11:02,950 --> 00:11:04,450
我给大家展示一下

263
00:11:04,450 --> 00:11:09,429
关于摩根大通的投资组合团队提供的数据

264
00:11:11,759 --> 00:11:14,399
好这个是甲骨文的这个资本支出的情况啊

265
00:11:14,399 --> 00:11:16,000
给大家这个稍微看一眼

266
00:11:16,000 --> 00:11:18,360
就知道他的资本支出的状况是比较大的

267
00:11:18,360 --> 00:11:19,600
500亿

268
00:11:22,419 --> 00:11:22,840
好

269
00:11:22,840 --> 00:11:24,820
摩根大通投资组合团队的数据呢

270
00:11:24,820 --> 00:11:27,100
是目前看到了多少的抛售啊

271
00:11:27,100 --> 00:11:30,360
市场呢到底有没有卖鸭卖的很干净呃

272
00:11:30,360 --> 00:11:32,250
在过去的五天

273
00:11:32,250 --> 00:11:35,850
全球的对冲基金是净卖出啊

274
00:11:35,850 --> 00:11:37,970
北美地区是持平的啊

275
00:11:37,970 --> 00:11:39,769
就是整个的北美还算好

276
00:11:39,769 --> 00:11:41,129
没有卖的特别多

277
00:11:41,129 --> 00:11:45,929
那么美国散户的个股资金流动是大致持平啊

278
00:11:45,929 --> 00:11:47,629
也是按兵不动

279
00:11:47,629 --> 00:11:52,139
那么ETF的资金流动至少为两年来的最低

280
00:11:52,139 --> 00:11:54,059
当然这个里边有一个季节性啊

281
00:11:54,059 --> 00:11:58,419
预计4月份ETF的这个净流入会变多啊

282
00:11:58,419 --> 00:11:59,720
这里有一个季节性的原因

283
00:11:59,720 --> 00:12:02,340
预计下个月好转好

284
00:12:02,340 --> 00:12:04,200
目前机构仓位水平如何

285
00:12:04,200 --> 00:12:05,679
各种不同的机构啊

286
00:12:05,679 --> 00:12:07,899
呃这里我经我会我来提示一下

287
00:12:07,899 --> 00:12:08,639
说一个事儿啊

288
00:12:08,639 --> 00:12:10,139
经常我们看到评论区啊

289
00:12:10,139 --> 00:12:14,278
或有些朋友都说哎呀机构这个他们说了算

290
00:12:14,278 --> 00:12:16,818
他们想的是这个控盘什么的

291
00:12:16,818 --> 00:12:19,418
每次呢其实呃我也没给大家解释

292
00:12:19,418 --> 00:12:20,458
就是我很想问一下

293
00:12:20,458 --> 00:12:21,839
你说的是哪个机构

294
00:12:21,839 --> 00:12:23,198
市场上的机构

295
00:12:23,198 --> 00:12:25,539
他们是统一的方向吗

296
00:12:25,539 --> 00:12:29,419
是比方说不同类型的机构合伙起来打电话

297
00:12:29,419 --> 00:12:30,200
拉了个群

298
00:12:30,200 --> 00:12:31,340
我们今天砸盘吧

299
00:12:31,340 --> 00:12:33,899
啊我们今天那个买盘吧

300
00:12:33,899 --> 00:12:35,299
他们的策略都不一样

301
00:12:35,299 --> 00:12:38,100
如何达达到机构的统一呢对吧

302
00:12:38,100 --> 00:12:40,610
所以呢他不是说盘面怎么动

303
00:12:40,610 --> 00:12:42,450
是机构想怎么动就怎么动啊

304
00:12:42,450 --> 00:12:44,639
这个是属于一种呃

305
00:12:44,639 --> 00:12:46,879
就是比较偷懒的一种说法

306
00:12:46,879 --> 00:12:48,679
一说就是机构要涨就涨

307
00:12:48,679 --> 00:12:49,779
机构要跌就跌

308
00:12:49,779 --> 00:12:51,399
请问是哪个机构在涨

309
00:12:51,399 --> 00:12:52,500
哪个机构在跌

310
00:12:52,500 --> 00:12:53,379
不一样的啊

311
00:12:53,379 --> 00:12:55,649
所以机构的本身就是分散的

312
00:12:55,649 --> 00:12:58,610
美股市场本来就是机构博弈的市场

313
00:12:58,610 --> 00:13:00,529
散户就是跟着喝点汤

314
00:13:00,529 --> 00:13:01,620
闻点味儿啊

315
00:13:01,620 --> 00:13:03,340
咱们的散户没有那么重要啊

316
00:13:03,340 --> 00:13:04,509
在美股市场里边

317
00:13:04,509 --> 00:13:07,149
尽管从22年二零年以来吧

318
00:13:07,149 --> 00:13:08,789
特别是21年二二年之后

319
00:13:08,789 --> 00:13:10,190
散户的力量有所增强

320
00:13:10,190 --> 00:13:15,320
但仍旧只是市场上的这个呃非常小的一股力量

321
00:13:15,320 --> 00:13:19,740
机构之间的神仙打架才是主导市场的方向

322
00:13:19,740 --> 00:13:20,580
总的来讲

323
00:13:20,580 --> 00:13:22,960
我们看的是其实叫资金流向啊

324
00:13:22,960 --> 00:13:27,200
就是资金卖压的力量大还是买盘的力量大

325
00:13:27,200 --> 00:13:30,500
但是它不是由一个两个机构作为主导的啊

326
00:13:30,500 --> 00:13:31,059
在美股市场

327
00:13:31,059 --> 00:13:32,100
因为盘子大

328
00:13:32,100 --> 00:13:33,159
他做不到啊

329
00:13:33,159 --> 00:13:33,679
好

330
00:13:33,679 --> 00:13:36,419
所以呢我们看一下整个不同的机构的情况

331
00:13:36,419 --> 00:13:37,990
到底如何

332
00:13:37,990 --> 00:13:41,190
对冲基金总杠杆率是下降的啊

333
00:13:41,190 --> 00:13:44,629
但是仍处于5年期的第97个百分位

334
00:13:44,629 --> 00:13:46,970
之前差不多是98~99

335
00:13:46,970 --> 00:13:50,289
净杠杆率下降两个百分点

336
00:13:50,289 --> 00:13:52,559
到了第68个百分位

337
00:13:52,559 --> 00:13:55,860
股票多空策略相关的基金

338
00:13:55,860 --> 00:13:58,480
总杠杆率下降2.5%

339
00:13:58,480 --> 00:14:01,389
来到了第94个百分位

340
00:14:01,389 --> 00:14:03,889
净杠杆率下降一点一

341
00:14:03,889 --> 00:14:06,029
到了第70一个百分位

342
00:14:06,029 --> 00:14:07,409
好CCTA仓位

343
00:14:07,409 --> 00:14:08,269
股票的仓位

344
00:14:08,269 --> 00:14:11,120
通过这个你就能知道哪个市场的风险最高

345
00:14:11,120 --> 00:14:13,100
港股四十百分位

346
00:14:13,100 --> 00:14:14,600
美股六十百分位

347
00:14:14,600 --> 00:14:16,379
欧股六十四百分位

348
00:14:16,379 --> 00:14:17,799
日股七十七百分位

349
00:14:17,799 --> 00:14:19,259
韩股九十百分位

350
00:14:19,259 --> 00:14:20,139
也就意味着呢

351
00:14:20,139 --> 00:14:22,149
CTA如果出现重大抛压

352
00:14:22,149 --> 00:14:24,429
首先重创的应该是韩股

353
00:14:24,429 --> 00:14:26,250
其次是欧呃日股

354
00:14:26,250 --> 00:14:28,610
然后呢是欧股和美股啊

355
00:14:28,610 --> 00:14:30,389
这是目前他们从抛压

356
00:14:30,389 --> 00:14:33,750
他们的卖压上导致的市场的不一样啊

357
00:14:33,750 --> 00:14:36,769
好这是几个机构仓位

358
00:14:37,480 --> 00:14:39,740
对冲基金今年的表现怎么样呢

359
00:14:39,740 --> 00:14:40,600
总体来讲

360
00:14:40,600 --> 00:14:41,600
所有的策略

361
00:14:41,600 --> 00:14:45,240
今年目前为止下跌是-1.9的收益啊

362
00:14:45,240 --> 00:14:46,399
-1.9收益

363
00:14:46,399 --> 00:14:50,480
其中一个类型多空策略是下跌2.1啊

364
00:14:50,480 --> 00:14:53,230
是-2.1二点一啊

365
00:14:53,230 --> 00:14:54,590
所以表现的都不是很好

366
00:14:54,590 --> 00:14:55,909
今年比较糟糕啊

367
00:14:55,909 --> 00:14:59,190
这个行情还有软件刚才提到的

368
00:14:59,190 --> 00:15:01,169
它现在这涨了这么多

369
00:15:01,169 --> 00:15:02,730
是怎么在涨的

370
00:15:02,730 --> 00:15:05,370
他这个买盘还是空头回补呢

371
00:15:05,370 --> 00:15:08,129
截止到上周四的数据啊

372
00:15:08,129 --> 00:15:10,129
因为有一些数据是一个滞后数据啊

373
00:15:10,129 --> 00:15:11,490
这个有一些呃

374
00:15:11,490 --> 00:15:14,460
这个监管规定是没有办法拿到最新的的

375
00:15:14,460 --> 00:15:20,220
那么资金流动主要显示软件板块是空头回补

376
00:15:20,220 --> 00:15:23,000
这个我们在上个星期跟大家讲过了啊

377
00:15:23,000 --> 00:15:26,879
因为私募那边很多他把软件的敞口

378
00:15:26,879 --> 00:15:28,539
其实第一个他自己降了

379
00:15:28,539 --> 00:15:30,720
第二个原来做空的呃

380
00:15:30,720 --> 00:15:34,460
那些呃这个相相关的一些这个基金

381
00:15:34,460 --> 00:15:37,279
他们其实也在回补空这个仓位

382
00:15:37,279 --> 00:15:38,000
因为获利了吗

383
00:15:38,000 --> 00:15:39,000
获利了结了嘛

384
00:15:39,000 --> 00:15:41,820
所以这是回补导致的

385
00:15:41,820 --> 00:15:44,080
那么这种行情就有一种情况

386
00:15:44,080 --> 00:15:46,099
一旦发现缩量了

387
00:15:46,099 --> 00:15:48,219
那说明回补停下来了

388
00:15:48,219 --> 00:15:49,399
回补停下来了

389
00:15:49,399 --> 00:15:50,678
买盘就缺失了

390
00:15:50,678 --> 00:15:53,658
他就会陷入比方说横向波动啊

391
00:15:53,658 --> 00:15:56,860
甚至最糟糕的情况会出现下跌

392
00:15:56,860 --> 00:15:59,320
比方说空投又把空头加上去了对吧

393
00:15:59,320 --> 00:16:00,639
它会出现这种情况啊

394
00:16:00,639 --> 00:16:02,919
所以只要看到软件在缩量

395
00:16:02,919 --> 00:16:04,960
你就知道回补结束了啊

396
00:16:04,960 --> 00:16:08,009
那他想要继续推升就比较的难啊

397
00:16:08,009 --> 00:16:09,929
大像之前那种大涨就比较难啊

398
00:16:10,929 --> 00:16:15,649
好呃这个呢是目前机构的几个数据

399
00:16:16,059 --> 00:16:20,500
然后最后呢和大家想说一下关于国债啊

400
00:16:21,860 --> 00:16:23,059
10年期国债收益率

401
00:16:23,059 --> 00:16:24,840
我们在上个星期讲过

402
00:16:24,840 --> 00:16:26,620
他有一个风险位置

403
00:16:26,620 --> 00:16:28,759
是在大概4.2到4.25左右

404
00:16:28,759 --> 00:16:31,970
也就是这条从高点下来的下降趋势线

405
00:16:31,970 --> 00:16:35,080
差不多持续了有三四个月呃

406
00:16:35,080 --> 00:16:37,879
这条下降趋势线的情况呢是

407
00:16:37,879 --> 00:16:41,379
其最近呢它在这个底部看上去呢

408
00:16:41,379 --> 00:16:44,090
底部在不断的抬高啊

409
00:16:44,090 --> 00:16:45,970
大家不知道有没有发现啊

410
00:16:45,970 --> 00:16:47,669
它的底部在抬高

411
00:16:47,669 --> 00:16:50,649
高点的收盘位置也在抬高

412
00:16:50,649 --> 00:16:53,330
这个呢是一个比较危险的迹象

413
00:16:53,330 --> 00:16:56,529
我们讲过10年期国债收益率一旦向上突破

414
00:16:56,529 --> 00:16:59,250
它会有一个技术性的一个推动向上

415
00:16:59,250 --> 00:17:03,019
那么这种情况会导致在DCF估值模型下

416
00:17:03,019 --> 00:17:04,599
那么成长股

417
00:17:04,599 --> 00:17:06,299
特别是没有盈利的

418
00:17:06,299 --> 00:17:09,619
成长股的前端估值会被大幅打折扣啊

419
00:17:09,619 --> 00:17:12,359
可能会跟着它的暴涨而被打骨折

420
00:17:12,359 --> 00:17:14,799
但那种情况一旦出现就比较糟糕了

421
00:17:14,799 --> 00:17:17,828
大家可以回顾一下2022年的市场好

422
00:17:17,828 --> 00:17:19,788
所以呢我们密切要关注一下

423
00:17:19,788 --> 00:17:21,209
10年期国债收益率的情况

424
00:17:21,209 --> 00:17:22,929
因为他要继续往上涨

425
00:17:22,929 --> 00:17:25,118
其实偿债也都往上涨的话

426
00:17:25,118 --> 00:17:27,159
对于国债本身来讲也会承压啊

427
00:17:27,159 --> 00:17:28,420
像TLT这种产品

428
00:17:28,420 --> 00:17:29,700
所以大家自行盯一下啊

429
00:17:29,700 --> 00:17:31,160
但现在离得还有点距离

430
00:17:31,160 --> 00:17:32,259
还还没有突破啊

431
00:17:32,259 --> 00:17:33,579
但这个线提前画在这里

432
00:17:33,579 --> 00:17:35,380
大家回头自己记得跟一下

433
00:17:35,380 --> 00:17:36,970
别到时候忘记了

434
00:17:36,970 --> 00:17:39,240
另外呢包括这个move啊

435
00:17:39,240 --> 00:17:42,279
就是债券的波动率指标也是出现了异动啊

436
00:17:42,279 --> 00:17:44,180
这些东西呢合在一起

437
00:17:44,180 --> 00:17:47,009
都预示着市场的大波动并没有结束

438
00:17:47,009 --> 00:17:50,750
你再回过头来看一下weeks额

439
00:17:50,750 --> 00:17:56,480
weeks的情况呢是在最近呃上去之后有下跌对吧

440
00:17:56,480 --> 00:17:58,119
今天最低去到了22

441
00:17:58,119 --> 00:17:59,440
但是守住了22

442
00:17:59,440 --> 00:18:00,960
现在在24.93

443
00:18:00,960 --> 00:18:05,779
这仍旧是一个高波动大波动的这个区间值啊

444
00:18:05,779 --> 00:18:09,089
超过22预示着市场的风险并没有解除

445
00:18:09,089 --> 00:18:12,490
所以你要想知道现在的股市到底风险还大不大

446
00:18:12,490 --> 00:18:15,130
你看看WX能不能回到十七十八

447
00:18:15,130 --> 00:18:16,799
如果能回到十七十八

448
00:18:16,799 --> 00:18:19,799
那就意味着预示着市场其实没什么风险了啊

449
00:18:19,799 --> 00:18:21,519
就是下行风险保护已经拿得掉

450
00:18:21,519 --> 00:18:22,740
拿的7788了

451
00:18:22,740 --> 00:18:24,880
如果一直是横在22上方

452
00:18:24,880 --> 00:18:25,660
二十四二十五

453
00:18:25,660 --> 00:18:28,279
预示着市场随时会出现较大的波动啊

454
00:18:28,279 --> 00:18:31,079
这个大家波动的意思是不是只跌不涨啊

455
00:18:31,079 --> 00:18:32,220
涨也是波动

456
00:18:32,220 --> 00:18:34,949
跌也是波动上下这个叫波动啊

457
00:18:34,949 --> 00:18:35,669
好

458
00:18:35,669 --> 00:18:37,509
这个呢就是今天啊带给大家的

459
00:18:37,509 --> 00:18:39,670
关于市场的一些内容的更新

460
00:18:39,670 --> 00:18:41,890
其他的个股呢由于没有什么进展啊

461
00:18:41,890 --> 00:18:43,190
正处于横盘的位置

462
00:18:43,190 --> 00:18:45,309
所以我就不多讲了啊

463
00:18:45,309 --> 00:18:47,000
个股横盘打摆子

464
00:18:47,000 --> 00:18:49,359
短线呢就不用去判断什么方向了

465
00:18:49,359 --> 00:18:50,400
耐心等待吧

466
00:18:50,400 --> 00:18:52,579
等待市场的消息慢慢的出清

467
00:18:52,579 --> 00:18:54,200
或者是变得更加的糟糕

468
00:18:54,200 --> 00:18:55,420
他总会有一头嘛

469
00:18:55,420 --> 00:18:56,700
对吧好

470
00:18:56,700 --> 00:18:58,960
那这个呢就是咱们今天节目的全部内容

471
00:18:58,960 --> 00:19:02,400
感谢大家持续不断的点赞评论转发啊

472
00:19:02,400 --> 00:19:02,880
谢谢大家

473
00:19:02,880 --> 00:19:06,119
那我们明天同一时间不见不散

共 7 条，按点赞数排序。

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