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各位好
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哎呀
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声音有点沙
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为散户说话说多了
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抱歉啊
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声音沙了
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我小声一点
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我们看全球股市有几个地方是比较呃
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难操纵市场的
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第一个地方是欧元区的史特克五零指数
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相对比较难操控
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因为欧元区它是一盘散沙
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它不是一个国家
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所以比如说那个国家想操控那个国家不行
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所以欧元区这个指数呢相对比较真实一些呃
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还有一个港股比较真实一些
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港股现在的情况它是相对比较自由的市场
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比如说他做多是可以的
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但他做空也是欢迎的
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而且港股呃我们南下的资金和外资
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现在还是在互相拉锯的这么一个过程
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所以相对恒生指数和恒生科技的走向
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相对是比较真实的
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或者是相对比较靠谱的
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当然他前几年做空的那个阶段是有点过分了
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但最近的走势还相对比较正常的
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也就是说恒生指数从14597涨到2万8
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现在调整这个走势可能是比较靠谱的
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恒生科技从2720涨到6715
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现在调整
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这个我觉得是比较靠谱一些的
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反过来
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有一些市场是操控的痕迹还是比较明显的
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原来认为美股是一个自由市场
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错哈哈
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他是个典型的操控市场
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真的不是自由市场了
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有几个迹象
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第一个他现在费城半导体涨七姐妹涨
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其他的都不涨
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这个就是典型的操控市场的一个逻辑
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如果一个市场比较均衡
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是所有的股票都是同一个方向
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而不应该有这么大的背离
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那现在是背离的很吧
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各种背离费城半导体和标普的背离
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纳指与道指的背离
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金融指数与纳指的背离等等等等等等
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数不胜数啊
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而且他现在是靠啥长起来的
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靠自己拔自己的头发
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就是不断的用回购来推高这个市场
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这就是典型的操纵市场
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也有网友说
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你不是说要支持回购吗
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当然如果是一块钱的东西
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它掉到五毛钱了
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那回购一把让他回到一块钱
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这个叫良心回购
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这个是厚道的
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那如果一块钱东西拔到100块钱
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他在那回购
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在那里推到200块钱
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这叫恶性回购
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哈哈这个叫自己拔自己的头发是吧
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这个东西算啥呢
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赤裸裸的操控吧
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只不过美股现在已经赤裸裸操控
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已经成自然了是吧
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他现在是光明正大的操控市场是吧
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怎么说的呢
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吸引了全球17.5万亿美元的散户去美国
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吸引了9.5万亿美元的钱去美债啊
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差不多吸干了全球的流动性
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快来买吧
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我已经准备从几个小时拓展到24个小时
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交易了啊
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用这个方法把全球的流动性给抽干
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差不多是这么一个
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而无视美债收益率30年破五
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而无视债券已经超过GDP了
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不断的借钱来维系他这个巨大的泡沫
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他根本就连利息都还不起的时候
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还很多人在那里盲目的崇拜美国如何好
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一个巨大的泡沫是在美股欧美债
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除非他通过这种业绩
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不是自己买
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自己有业绩支撑
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那我就认为它的泡沫基本上就消化了是吧
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他没有业绩支撑的时候
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估值是历史分位数的顶峰的时候
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杠杆是历史分位的97的时候
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那我认为它的泡沫还没有爆破
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这个是一个
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除非他这一次AI赌赢了
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他的这个业绩能够迅速的提拔高
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它的估值迅速的降下来
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那我认为就安全了
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但现在离这一步还比较遥远
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而且像日本
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今天软银又涨10%
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是因为这种不断发行新股
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新股又变成一个巨大的泡沫来拔高这个老股
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就是因为老股投资了有新股
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软银持有open AI
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那open AI上市软银就拔起来
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它是泡沫的自我膨胀
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这个是非常危险的
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就像牛市的末端
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泡沫爆破前
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它去不断的膨胀
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泡沫不断的膨胀
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用一个泡沫来拉取另外一个泡沫
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基本上是这么一个过程
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就千万要牢记
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我们2007年的时候
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亚洲最赚钱公司上市
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它只是翻了三倍多一点啊
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现在动辄是什么
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现在动辄就是呵呵呵
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15倍
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原来七倍不过瘾
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十倍也不过瘾
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一开盘涨15倍
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这不是典型的赤裸裸的毫不掩饰的泡沫吗
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香港为什么跌
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万倍的申购额打新
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那不是全港打新
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是全球在香港打新
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呵呵万倍比例啊
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那香港就是国际金融中心
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全球的钱集中在香港抽水
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他还能不调整吗
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就这么一个道理
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那香港是IPO是自由的咯是吧
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A加H我们H源源不绝地供应香港
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还有不断的新股上市
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不断的供应香港
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那它香港调整是很正常的呀
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当一个市场供应跟需求是开放的时候
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它就容易从一个操控市场变成一个自由市场
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它的走势就是自由的
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千万不要以为一个市场它永远能涨大
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醒醒吧
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开国际玩笑的是吧
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就是在供应跟需求不是一个自由开放的情况
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写下的市场是虚的
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都是虚的
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同志们
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所以别认为美股的泡沫
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还有韩股
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日股它都是虚的
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它都是在一个人为操控底下的
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所以我们对美股是一个自由市场
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这个我们要完全颠覆了他的自由市场
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完全是一个赤裸裸的操控
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千万别不要被他被骗了
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除非他那种回购
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自己把自己的头发拔上去
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除非人为干涉
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原来很多人鼓吹美股是自由
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完全就是一个操控市场
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现在的这种状态
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赤裸裸的操控
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当然我们讲的是美股啦
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还有日股啦
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比较靠谱的
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或者是自然的走势是啥
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港股和欧元区的斯特克五零
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因为它是一盘散沙
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他没法操控哈哈
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他没有办法操控
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同志们
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那我们观察这些没有办法操控的市场
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你像港股
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他也没有办法操控
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他
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完全没有办法
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你让港股不发IPO吗
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港股的IPO是全球最高
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今天来一个
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明天咚的一个炸弹
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后面砰的一下抽水
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这边这个咚的一下蒸发
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他完全自由的
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你来吧
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当没有办法操控他的时候
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他才是
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当然现在有一个办法操控
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嘿嘿嘿
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也有办法啊
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只不过没那么明显
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拔高净指数
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就像将要操控的太空技术探索公司那样
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我一眼他就嘣的一下
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把它拔高
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发一个火箭上去
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全球的基金
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全球的这个散户都要配的咯
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只要你配他就有
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这不是完美出货吗
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这也是一种操控
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港股也有出这样的情况
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只不过因为港股好处就是
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它有大量的IPO在轰炸
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它有大量的蒸发随你蒸发是吧
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那还不来
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哈哈哈哼
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那这种抽水
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那它涨的就没法是一个虚假的价格
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没有办法
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这种情况我们多观察一下港股的走势
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什么才叫比较合适的价格
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起码给我们提供一些参考
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那些高高在上的
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从珠峰看月球的
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从珠峰看火星的
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一切都是谎言
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因为它不是一个自由市场
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当然我们讲的是港股
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我们讲的是美股
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所以我们在咱们的散户朋友
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咱们应该一定要保护散户
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要捍卫散户
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要让散户赚
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而不是赚
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散户
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不能利用散户的不懂来赚他们
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我们要想办法让散户朋友们能懂来避免被赚
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这个就是我这个小说向大家分享的内容
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因为拿书的太少了
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所以我们就将书中的内容向大家分享一下
233
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一定要小心啊
234
00:08:46,730 --> 00:08:47,289
同志们
235
00:08:47,289 --> 00:08:48,370
还有杠杆
236
00:08:48,370 --> 00:08:49,409
一定要小心啊
237
00:08:49,409 --> 00:08:52,549
巴菲特先生不敢叫大家降杠杆
238
00:08:52,549 --> 00:08:55,719
他自己只有40%仓位了
239
00:08:55,719 --> 00:08:57,698
伯里不敢让大家做空
240
00:08:57,698 --> 00:08:58,739
他自己在做空
241
00:08:58,739 --> 00:09:02,850
还有树是不会长到月球上面去的
242
00:09:03,129 --> 00:09:05,330
更不会长到火星上面去的
243
00:09:05,330 --> 00:09:07,549
当然有能力的
244
00:09:07,549 --> 00:09:10,700
确实我也赞同这个观点
245
00:09:10,700 --> 00:09:13,059
有能力的分辨哪些是好东西
246
00:09:13,059 --> 00:09:17,620
或者是能够承受这个泡沫爆破的回调之后
247
00:09:17,620 --> 00:09:21,940
再享受下一个巨大的这样的一个发展机会的人
248
00:09:21,940 --> 00:09:22,899
他是可以的
249
00:09:22,899 --> 00:09:24,139
不能错失一个时代
250
00:09:24,139 --> 00:09:28,360
但是大量的散户朋友们是不懂的
251
00:09:28,519 --> 00:09:32,580
那这种又认为他们要不要错过一个时代而去
252
00:09:32,580 --> 00:09:36,759
他根本就没有能力来承受这个泡沫爆破之后的
253
00:09:36,759 --> 00:09:38,679
这样的一个后果的人
254
00:09:38,679 --> 00:09:40,779
我是建议不叫建议
255
00:09:40,779 --> 00:09:41,600
我也不敢建议
256
00:09:41,600 --> 00:09:44,860
我是认为要讲杠杆去还掉借钱
257
00:09:44,860 --> 00:09:49,568
很多人是网贷再到券商加杠杆合适吗
258
00:09:49,568 --> 00:09:51,509
所以我是提出一个建议
259
00:09:51,509 --> 00:09:53,428
券商应该像银行那样
260
00:09:53,428 --> 00:09:54,568
银行叫供楼
261
00:09:54,568 --> 00:09:55,729
就每个月收入
262
00:09:55,729 --> 00:09:58,720
根据每个人的收入的百分之多少
263
00:09:58,720 --> 00:10:01,559
来借钱给储户买买楼
264
00:10:01,559 --> 00:10:03,759
每个月定期还多少钱
265
00:10:03,759 --> 00:10:07,919
那我还30年这个楼那就是属于借钱的人的
266
00:10:07,919 --> 00:10:09,909
那券商也应该这样
267
00:10:10,269 --> 00:10:12,149
每个月他赚1万块钱
268
00:10:12,149 --> 00:10:15,129
那只借给他3000块钱
269
00:10:15,129 --> 00:10:17,500
那他每个月就还3000
270
00:10:17,779 --> 00:10:20,500
这样才能够借钱给客户
271
00:10:20,500 --> 00:10:23,559
可能就要比现在这个状态要好一些
272
00:10:23,559 --> 00:10:24,539
个人建议
273
00:10:24,539 --> 00:10:26,019
当然我们讲的是港股
274
00:10:26,019 --> 00:10:27,379
讲的是美股
275
00:10:27,379 --> 00:10:27,980
日股
276
00:10:27,980 --> 00:10:29,679
韩股是这么借法好一些
277
00:10:29,679 --> 00:10:31,600
不像韩国人现在怎么样
278
00:10:31,600 --> 00:10:35,279
未成年人借钱这个同比增长十倍
279
00:10:35,279 --> 00:10:37,580
打工族躲在洗手间看盘
280
00:10:37,580 --> 00:10:39,889
全国1.02亿账户
281
00:10:39,889 --> 00:10:42,250
这赤裸裸的操控
282
00:10:42,250 --> 00:10:44,799
有点全民泡沫了
283
00:10:45,279 --> 00:10:46,059
不合适
284
00:10:46,059 --> 00:10:46,820
再见
285
00:10:46,820 --> 00:10:49,600
做个好人
286
00:10:49,600 --> 00:10:52,149
做个好人
287
00:10:52,789 --> 00:10:57,549
星星之火也能温暖他人
288
00:10:58,870 --> 00:11:01,299
做个好人
289
00:11:01,299 --> 00:11:03,839
做个好人
290
00:11:04,479 --> 00:11:09,059
人心定能换得人心
291
00:11:09,620 --> 00:11:11,620
坦坦荡荡
292
00:11:11,620 --> 00:11:14,299
不亏良心