【直播回放】美股投资 2026年06月23日21点场

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♪ 欢笑声 ♪

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♪ 欢呼声炒热气氛 ♪

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心却很冷

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♪ 聚光灯是种蒙恩 ♪

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♪ 我却不能喊 ♪

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♪ 等一等 ♪

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♪ 我真佩服我 ♪

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♪ 还谁能幽默 ♪

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♪ 掉眼泪时用笑掩过 ♪

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♪ 怕人看破顾虑 ♪

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♪ 好多不谈寂寞 ♪

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♪ 我们就都快活 ♪

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♪ 我不唱声嘶力竭的情歌 ♪

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♪ 不表示没有心碎的时刻 ♪

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♪ 我不曾摊开伤口 ♪

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♪ 任宰割愈合 ♪

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♪ 就无人晓得我内心挫折 ♪

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♪ 活像个孤独患者 ♪

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♪ 自我拉扯 ♪

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♪ 外向的孤独患者有何不可 ♪

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♪ 笑越大声越是残忍 ♪

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♪ 挤满体温 ♪

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♪ 室温更冷 ♪

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♪ 万一关灯空虚扰人 ♪

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♪ 我却不能喊 ♪

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♪ 等一等 ♪

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♪ 你说你爱我 ♪

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♪ 却却一直说 ♪

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♪ 说我不该窝在角落策划逃脱 ♪

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♪ 这也有错 ♪

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♪ 连我脆弱的权利都掠夺 ♪

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♪ 我不唱声嘶力竭的情歌 ♪

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♪ 不表示没有心碎的时刻 ♪

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♪ 我不曾摊开伤口 ♪

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♪ 任宰割愈合 ♪

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♪ 就无人晓得我内心挫折 ♪

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♪ 活像个孤独患者 ♪

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♪ 自我拉扯 ♪

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♪ 外向的孤独患者有何不可 ♪

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有有有有有的

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我加了我加了S啊

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SH的一个期权

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730月的一个哦哦哦哦嘿耶耶

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♪ 我不要声嘶力竭的情歌 ♪

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♪ 来提示我需要你的时刻 ♪

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我都还没有说呢

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♪ 并不是保护自 ♪

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♪ 反而是要你懂得 ♪

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♪ 我不知为何我像个孤独患 ♪

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嗯我来我加了SH

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我加了SH的一个期权

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OK深刻

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大家可以听完吗

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我加了SH的齐全SMH哦

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吼

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♪ 朋友已走 ♪

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♪ 帮升级的你举杯到凌晨还未够 ♪

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♪ 用尽心机拉我手 ♪

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♪ 缠在我颈背后 ♪

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♪ 说你男友有事忙是借口 ♪

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♪ 说到终于饮醉酒 ♪

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♪ 情侣会走 ♪

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♪ 刚失恋的你哭干眼泪前来自首 ♪

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♪ 寂寞因此牵我手 ♪

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♪ 垂下了他手信后 ♪

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♪ 我已得到你没有 ♪

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♪ 但你我至少往后成为了密友 ♪

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♪ 闭上眼 ♪

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♪ 你最挂念谁 ♪

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♪ 眼睛张开 ♪

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♪ 身边竟是谁 ♪

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♪ 感激车站里尚有月台 ♪

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♪ 能让我们满足到落泪 ♪

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♪ 拥不拥有也会记住谁 ♪

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♪ 快不快乐留在身体里 ♪

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♪ 我若能够永不失去 ♪

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♪ 何以你今天竟想找寻伴侣 ♪

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我把声音关小一点点

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没声音

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太无聊了

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先跌

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这是去杠杆

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新跌了的话

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新跌了的话就要加

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如果先涨了的话就要减嗯

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新跌了的话就要加

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先先涨完就要减

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嗯哼哼

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你可以理解为就是反向过来的

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先跌了就要加

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先涨了就要减

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他既然先跌了

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就那就要买

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不过不要不要说说哈梭哈是一个很危险的事情

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就昨天减了的仓

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今天会补到昨天卖出的1/3

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嘿就相当于做一个差价

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其实我我个人是没有预料到

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就是他会这么快

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就是他会走的这么就是跌的会这么快

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然后我看见了额期权

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尤其期权啊

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隐含波动率

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这个SM我今天加sm math的原因

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就是因为就是要他他在开盘交易的时候

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它的隐含波动率是在像什么是在50

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在50左右

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那现在因为已经开盘过了一段时间

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它的隐含波动率已经降下来

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隐含波动率降下来之后呢

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那我的期权价格哪怕没有继续下跌

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那么它也是变便宜了

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可是呢那个存储的话我就懂吗

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因为存储有那个如

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存储有那个什么有有那个美光财报在

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所以它的隐含波利用率很高

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那期权就特别贵

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所以你所以你们要如果你们要做的话

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要要要要考虑好这个东西

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考一考虑好这个东西

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一定要考虑好

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♪ 笙歌会停 ♪

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显得这是你心

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他提前做交易

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我们就什么做应对就好了

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你看如果它期权暴涨

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那我们就要什么出

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如果期权如果不如果出财报之前

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它跌跌很很跌

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那么我们应该怎么应该去适当的去配置一点点才对的

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因为他财他的财报不会太差的

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我今天是没有加

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没有加DRAM的

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我今天加了是SMH

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我今天没有加DRAM

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OK我今天没有

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因为DRM的期权在我看来有点太贵了

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太贵太贵太贵太贵了

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OK这是我我个人的操作话题

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♪ 尽了也不紧要 ♪

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♪ 吻我至凄冷的心事 ♪

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♪ 繁华闹市灯光普照 ♪

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♪ 共 ♪

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你今天这个事情更加偏向于什么呢

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偏向于是一个孤城

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♪ 如同苦笑 ♪

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一个提前做交易

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因为现在呃大家都知道可能很快就要股债平衡了

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那资金就想在股债平衡之前

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养老金股债平衡之前先去做了这个就先去做了这个事情

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前期做了这个事情之后

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他就引发了

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你看引发一系列量化的问题

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诶正骨没有问题

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OK听见没有正骨的DRAM不要梭哈的情况下是可以加的

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是可以加的

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OK嗯

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他是很符合美股这种嗯牛市多暴跌

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熊市多暴涨这种OK

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因为你们要下单

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正股的话

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你们可以退出直播直播间去下单一下正股

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OK正股你们可以退出直播间

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你去下单

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下单完回来再我待今天大概会直播到10:30对吧

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可能会直接使我的不要呃

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就是不要去随便去做纳指的一个测算回调

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就有一些博主可能说要回调多少多少不要去做

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因为现在从资金面来看

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它是一个预期交易

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比如说你看国债的二五的十二十年

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国债已经走的走向了一个下跌的通道

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就是虽然现在市场上面它是在交易加息

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可是国债的定价已经是交已经是定价降息了

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你所听到的加息

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这个是媒体或者是整个消息面所要要你知道的

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可是国债他是骗不了人的

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20年国债

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10年国债已经遭遇一个下跌通道

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这个流动性它可能会接下来会怎么样会变好

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流动性会变好

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那结合的啊

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月末各种各样的债的平衡呀

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各种各样的一个基金调仓呀

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出现这种波动是很正常的

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很正常的O向上波动我们就要卖

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向下波动的话

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我们就要买

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就这么简单耶

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所以你要抓的是时间

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你要抓的是时间

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不是抓的是什么点位

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你抓不到点位的

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你不知道他回调多少

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但可能一天之后就反转了

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♪ 却一瞒你尚有声好 ♪

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我再次说一下

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我为什么今天我会做SH是因为我目前的加仓计划里面就只有两个

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一个是DRAM

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一个是SMH

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可是因为开盘的时候我没有买

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就开盘的时候我没有买

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是因为开盘那一瞬间

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SMH的期权它的隐瞒波动率太高了

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期权很贵

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当我买就说我大概是5分钟之前买的时候呢

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隐含波动率已经降下来了

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降下来之后它期权就会变便宜了

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OK就这样哎

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哦现在SMH好像表现的好像要比DM要要好那么一点点吧

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现在的dr am其实它是有将近2%的一个

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如果你是做期权的哈

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你就有2%的一个不做期权的同学不用听我说的

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不用听我说的

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你做就是做期权的同学

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一定要知道你现在交易的DRAM

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虽然你看正股好像有很大的空间

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这种想法是没有问题的

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可是因为他在呃

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不是啊

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很快就要出美光财报吗

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你现在交易的这个期权的价格

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它是由百2%正股正股2%的溢价在的

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就是因为它隐含波动率的问题

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一定要知道这个东西

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你知道这个东西之后

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你就很很好交易了

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你就能够知道了

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然后呃因为今天其实是啊突发事件

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是由韩国那边传传导出来

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就是说什么降杠杆啊

232
00:15:18,620 --> 00:15:19,659
杠杆不行啊

233
00:15:19,659 --> 00:15:20,740
怎么怎么样的

234
00:15:20,740 --> 00:15:22,679
我就选择先避开它

235
00:15:22,679 --> 00:15:24,120
我就选择先避开它

236
00:15:24,120 --> 00:15:25,679
做SMH

237
00:15:28,740 --> 00:15:31,480
如果你们不能做SMH的话

238
00:15:31,480 --> 00:15:33,360
是可以做啊

239
00:15:33,360 --> 00:15:38,099
SMH的7SMH正骨或者是费半呃

240
00:15:38,099 --> 00:15:43,779
我我个人的建议是我不知道我我还没了解过杠杆的费半是怎么样的

241
00:15:43,779 --> 00:15:46,419
我还没了解杠杆费办是什么样子

242
00:15:46,419 --> 00:15:50,429
就是费办的话三倍我觉得有点磨损

243
00:15:50,429 --> 00:15:51,129
有点太大了

244
00:15:51,129 --> 00:15:52,149
可以做两倍

245
00:15:52,149 --> 00:15:53,710
我不知道有没有两倍的

246
00:15:53,710 --> 00:15:55,798
可的的一个非版

247
00:15:55,798 --> 00:15:59,169
你们可以随时退出直播间去看一下啊

248
00:15:59,169 --> 00:16:00,889
我今天的操作就是这样的

249
00:16:04,169 --> 00:16:05,828
没有做DM的

250
00:16:05,828 --> 00:16:09,500
没有做没有做没有做没有做

251
00:16:13,100 --> 00:16:15,789
同时我的DRM是没有减仓的

252
00:16:15,789 --> 00:16:18,129
我们DM是没有减仓的

253
00:16:18,129 --> 00:16:19,169
知道没有

254
00:16:19,169 --> 00:16:21,990
我DM是没有减仓的

255
00:16:23,120 --> 00:16:26,200
如果明天大涨的话

256
00:16:26,200 --> 00:16:31,799
我可能选择把DMMM给出掉一部分去赚它的一个波动率

257
00:16:31,799 --> 00:16:35,828
上涨只是出很少的一部分而已

258
00:16:35,828 --> 00:16:36,990
知道吗

259
00:16:36,990 --> 00:16:40,470
今天我是做了SMH的

260
00:16:43,730 --> 00:16:45,809
啊免费免费分享的

261
00:16:45,809 --> 00:16:48,460
我应该是第一个吧是吧

262
00:16:48,460 --> 00:16:49,379
我要免费分享

263
00:16:49,379 --> 00:16:52,690
我应该是第一个受

264
00:16:52,690 --> 00:16:58,019
♪ 或者要到你将爱又成存在 ♪

265
00:16:58,019 --> 00:17:00,480
你看英特尔都已经收窄了

266
00:17:00,480 --> 00:17:02,460
跌幅已经收窄了

267
00:17:02,460 --> 00:17:06,779
嗯这种其实以后大家就知道我啊

268
00:17:06,779 --> 00:17:10,819
周天直播我也说过没有出现那两个问题

269
00:17:10,819 --> 00:17:13,380
之前其他的都不是问题

270
00:17:13,380 --> 00:17:17,230
OK哪两个问题到没有

271
00:17:17,230 --> 00:17:21,130
就是一个就是云厂商的资本支出

272
00:17:21,130 --> 00:17:24,269
第二个就是i'm fit

273
00:17:24,269 --> 00:17:27,440
还有OpenAI的什么收入好了

274
00:17:27,440 --> 00:17:32,519
这两个东西没有出现之前逢跌就是你买入的不杠

275
00:17:32,519 --> 00:17:34,799
不过因为不能说啊

276
00:17:34,799 --> 00:17:37,400
我一下子加满杠杆对吧

277
00:17:37,400 --> 00:17:39,359
加满杠杠杠杆的话

278
00:17:39,359 --> 00:17:44,028
你很容易被以下的一个短期的波动直接让你一波带走

279
00:17:44,028 --> 00:17:46,028
没必要嗯

280
00:17:46,779 --> 00:17:51,009
♪ 但见旁人谈情何引嗯 ♪

281
00:17:51,009 --> 00:17:52,849
现在的这个STMH

282
00:17:52,849 --> 00:17:57,329
它的隐含波动率已经从我开盘的时候的52%

283
00:17:57,329 --> 00:17:59,720
已经下降到48%了

284
00:17:59,720 --> 00:18:01,480
对已经放下

285
00:18:01,480 --> 00:18:03,700
下跌了四十四十八%了

286
00:18:03,700 --> 00:18:07,039
然后那一个DRM的七加的期权

287
00:18:07,039 --> 00:18:08,980
它的隐含波动率现在还是很高

288
00:18:08,980 --> 00:18:09,880
还是很高

289
00:18:09,880 --> 00:18:13,750
所以你们做正骨的分批

290
00:18:13,750 --> 00:18:16,109
如果可以的话就可以分批

291
00:18:16,109 --> 00:18:18,769
如果你们是做期权的话

292
00:18:18,769 --> 00:18:21,589
一定一定要考虑要考这个溢价问题

293
00:18:21,589 --> 00:18:30,450
一定短期可能今天和明天我追SM就是存储任何一个板块

294
00:18:30,450 --> 00:18:34,309
它的波动率会非常的大非常的大

295
00:18:34,309 --> 00:18:35,470
Ok

296
00:18:37,500 --> 00:18:38,420
非常大哦

297
00:18:38,420 --> 00:18:48,500
♪ 上天的一边亦有个某某在等候哦 ♪

298
00:18:48,500 --> 00:18:52,059
♪ 哦哦哦耶耶 ♪

299
00:18:52,269 --> 00:18:57,099
♪ 一心只等葡萄舒坦 ♪

300
00:18:58,740 --> 00:19:00,359
大家有什么想问的吗

301
00:19:00,359 --> 00:19:05,230
大家有没有交易完或者怎么样的哦

302
00:19:07,839 --> 00:19:14,319
♪ 别让寂寞害你伤得一夜白头 ♪

303
00:19:14,720 --> 00:19:21,690
用另外一个手机在在弄弄看

304
00:19:23,769 --> 00:19:25,009
正骨可以

305
00:19:25,009 --> 00:19:26,490
正骨可以

306
00:19:26,490 --> 00:19:28,230
OK正骨可以

307
00:19:28,230 --> 00:19:30,479
期权的话继承

308
00:19:30,479 --> 00:19:31,558
我觉得慢一点点吧

309
00:19:33,439 --> 00:19:36,119
因为期权现在的隐含波动率太高了

310
00:19:36,119 --> 00:19:39,700
如果到时候美光只要不是暴涨25个

311
00:19:39,700 --> 00:19:43,250
十多个点或者是八九个点以上的话

312
00:19:43,250 --> 00:19:45,819
你你是自带我

313
00:19:45,819 --> 00:19:52,299
大家应该是做27年6月份的期权对吧

314
00:19:54,000 --> 00:19:54,640
对吧

315
00:19:54,640 --> 00:20:00,400
大家应该做应该会做27年6月份或者27年1月份的期权

316
00:20:01,670 --> 00:20:06,150
那你会自带亏亏四个点左右嗯

317
00:20:06,150 --> 00:20:07,869
自带亏四个点左右

318
00:20:07,869 --> 00:20:09,789
我计算还是挺好的

319
00:20:09,789 --> 00:20:11,309
你含波动率的问题

320
00:20:11,309 --> 00:20:12,490
不是你的问题

321
00:20:12,490 --> 00:20:14,349
不也不是点位的问题

322
00:20:14,349 --> 00:20:17,969
这是一个数学模型的问题

323
00:20:17,969 --> 00:20:20,868
这是一个数学模型的问题而已

324
00:20:26,359 --> 00:20:28,180
嗯正骨没有问题

325
00:20:28,180 --> 00:20:31,839
正骨的TSM和DRAM这两个

326
00:20:31,839 --> 00:20:37,660
这个这个朋友说的这两个东西一点毛病都没有

327
00:20:38,779 --> 00:20:41,339
♪ 为何在原地不够遨游 ♪

328
00:20:41,339 --> 00:20:44,680
♪ 就让它沙滩里戏水 ♪

329
00:20:45,680 --> 00:20:47,220
♪ 那次得你冒险 ♪

330
00:20:47,220 --> 00:20:48,839
♪ 半夜上山争闹 ♪

331
00:20:48,839 --> 00:20:49,900
♪ 争对友 ♪

332
00:20:49,900 --> 00:20:52,269
♪ 不想查下去 ♪

333
00:20:53,029 --> 00:20:56,089
♪ 那时其实尝尽真正自由 ♪

334
00:20:56,089 --> 00:20:59,230
♪ 但又感到没趣 ♪

335
00:21:01,220 --> 00:21:03,059
要真买正骨的赶紧去啊

336
00:21:04,579 --> 00:21:05,980
要真买正骨的赶紧去啊

337
00:21:05,980 --> 00:21:12,519
OK世上有不要一次性打满仓啊

338
00:21:13,420 --> 00:21:14,539
你自己打满仓

339
00:21:14,539 --> 00:21:15,660
这个是记忆的问题

340
00:21:16,740 --> 00:21:19,700
没有仓位的同学完全可以去建一个仓

341
00:21:20,949 --> 00:21:23,669
今年没买的定位不就来了吗

342
00:21:27,989 --> 00:21:29,140
♪ 嗯曾迷途 ♪

343
00:21:29,140 --> 00:21:30,319
♪ 才怕追不上 ♪

344
00:21:30,319 --> 00:21:32,059
♪ 满街赶路 ♪

345
00:21:32,059 --> 00:21:33,079
♪ 人无人 ♪

346
00:21:33,079 --> 00:21:35,680
♪ 你才如何求生 ♪

347
00:21:36,119 --> 00:21:38,259
♪ 顽童大了没那么笨 ♪

348
00:21:38,259 --> 00:21:40,660
♪ 可以聚焦于后装两途 ♪

349
00:21:40,660 --> 00:21:42,640
♪ 然后同沐浴温泉 ♪

350
00:21:42,640 --> 00:21:45,099
♪ 为何在雨伞外独行 ♪

351
00:21:52,059 --> 00:21:54,599
♪ 这么多好去处 ♪

352
00:21:54,599 --> 00:21:58,529
♪ 漫游到独家村去探谁 ♪

353
00:21:59,049 --> 00:22:00,210
两倍做多了什么

354
00:22:04,130 --> 00:22:05,490
各位同学

355
00:22:06,720 --> 00:22:09,339
♪ 换够几个岁仿到达教堂 ♪

356
00:22:09,339 --> 00:22:11,380
♪ 仿似一路飞奔 ♪

357
00:22:11,380 --> 00:22:15,759
七八十岁正骨的同学可以去哦

358
00:22:17,160 --> 00:22:18,929
刚才就说了嗯

359
00:22:19,288 --> 00:22:22,128
两倍的可以吧

360
00:22:22,128 --> 00:22:23,808
我不太知道诶

361
00:22:23,808 --> 00:22:26,808
如果磨损出来的话

362
00:22:28,369 --> 00:22:30,150
短期应该还行

363
00:22:30,150 --> 00:22:31,410
不过要分批

364
00:22:31,410 --> 00:22:32,779
不能全仓

365
00:22:32,779 --> 00:22:38,539
问券商做DIN的正股同学可以去做SMH的期权

366
00:22:38,539 --> 00:22:41,299
同学可以去到没有

367
00:22:41,819 --> 00:22:42,740
没有加的

368
00:22:42,740 --> 00:22:43,500
赶紧去

369
00:22:43,500 --> 00:22:46,400
赶紧退出直播直播间去

370
00:22:46,400 --> 00:22:47,119
听到没有

371
00:22:48,640 --> 00:22:48,839
哎

372
00:22:48,839 --> 00:22:50,720
你这周直播间去啊

373
00:22:50,720 --> 00:22:51,920
没没有

374
00:22:51,920 --> 00:22:52,920
你又没有底仓

375
00:22:52,920 --> 00:22:53,740
没有底仓

376
00:22:53,740 --> 00:22:54,640
赶紧去啊

377
00:22:54,640 --> 00:22:57,980
你看你看都走的像像对吧

378
00:23:02,420 --> 00:23:05,420
这正骨完全可以去啊

379
00:23:10,019 --> 00:23:11,299
♪ Hey yeah ♪

380
00:23:11,299 --> 00:23:11,779
♪ Yeah ♪

381
00:23:11,779 --> 00:23:13,220
♪ Yeah ♪

382
00:23:24,240 --> 00:23:25,259
♪ 亲爱的 ♪

383
00:23:25,259 --> 00:23:26,839
♪ 等遍所有绿灯 ♪

384
00:23:26,839 --> 00:23:29,299
♪ 还是让自己疯一下 ♪

385
00:23:29,299 --> 00:23:32,440
♪ 要紧马路 ♪

386
00:23:32,440 --> 00:23:36,480
那那就做那个任你行

387
00:23:36,920 --> 00:23:37,799
那没办法

388
00:23:40,720 --> 00:23:43,509
那没办法了嗯

389
00:23:44,829 --> 00:23:52,069
你可以试一下两倍的一个两倍的一个

390
00:23:57,430 --> 00:23:59,349
费城半导体那一个

391
00:24:00,349 --> 00:24:05,069
我觉我个人还是觉得三倍的倍半磨损太高了

392
00:24:06,549 --> 00:24:09,174
磨损不是开玩笑

393
00:24:10,920 --> 00:24:12,059
顽童大了

394
00:24:12,059 --> 00:24:13,180
♪ 别再追问 ♪

395
00:24:13,180 --> 00:24:14,740
♪ 可以任我走 ♪

396
00:24:14,740 --> 00:24:18,720
♪ 怎么到头来又随着大队走 ♪

397
00:24:20,200 --> 00:24:24,319
绑架还是不要真的不要不要太太空存储

398
00:24:25,480 --> 00:24:29,200
不要跟不要看太看空

399
00:24:29,200 --> 00:24:32,319
存储存储是不应该在短期能够看空的

400
00:24:32,319 --> 00:24:34,259
基本面是不支撑他的

401
00:24:34,259 --> 00:24:35,250
看空了

402
00:24:35,250 --> 00:24:38,609
根本不可能支撑他的开空

403
00:24:41,500 --> 00:24:43,960
做正骨的同学完全去做就行

404
00:24:43,960 --> 00:24:45,500
做期权的同学的话

405
00:24:45,500 --> 00:24:47,779
我个人建议是等一下

406
00:24:48,609 --> 00:24:52,609
因为含波动率的问题会比较严重

407
00:25:02,240 --> 00:25:03,640
知道吗

408
00:25:07,720 --> 00:25:10,839
嗯刚刚吃完饭回来

409
00:25:12,549 --> 00:25:16,000
刚刚才吃完饭回来够

410
00:25:16,000 --> 00:25:17,960
我没有后顾

411
00:25:17,960 --> 00:25:21,460
♪ 野性贪晚 ♪

412
00:25:22,700 --> 00:25:24,740
十眼也七岁

413
00:25:24,740 --> 00:25:26,599
♪ 是日无作坊 ♪

414
00:25:26,599 --> 00:25:27,809
♪ 不敢透 ♪

415
00:25:27,809 --> 00:25:29,730
我先说为啥为为什么

416
00:25:29,730 --> 00:25:31,670
我上次应该没说明白

417
00:25:31,670 --> 00:25:32,710
为什么不做

418
00:25:32,710 --> 00:25:34,819
你现在做云厂商

419
00:25:34,819 --> 00:25:36,819
第一个

420
00:25:37,740 --> 00:25:42,980
目前这个世界上哎呀这个dim的七正骨有没有做啊

421
00:25:42,980 --> 00:25:46,380
朋友们有做吗

422
00:25:46,380 --> 00:25:47,359
做了的话

423
00:25:47,359 --> 00:25:50,640
应该现在应该很棒了吧

424
00:25:50,640 --> 00:25:55,339
♪ 看个个也妒忌仍不怎 ♪

425
00:25:55,339 --> 00:25:56,619
是不是应该很棒啊

426
00:25:56,619 --> 00:25:58,500
宝宝宝贝啊

427
00:26:01,140 --> 00:26:02,740
对吧

428
00:26:03,589 --> 00:26:04,630
做了的话

429
00:26:04,630 --> 00:26:05,670
今天做了的话

430
00:26:05,670 --> 00:26:06,450
做正骨

431
00:26:06,450 --> 00:26:07,440
第二遍

432
00:26:07,440 --> 00:26:12,719
扣个一做期权的艾特麦或者做期权的半导体的话扣二

433
00:26:12,719 --> 00:26:14,358
我看看有多少

434
00:26:17,679 --> 00:26:20,660
标赚了多少啊

435
00:26:20,660 --> 00:26:23,500
是不是应该今天能够做到这个差价了

436
00:26:23,500 --> 00:26:25,779
竟偷偷松了

437
00:26:25,779 --> 00:26:28,888
为何用到尽了嗯

438
00:26:28,888 --> 00:26:31,888
你会发现有问你

439
00:26:31,888 --> 00:26:33,949
你你不追高的情况下

440
00:26:33,949 --> 00:26:38,128
你的每一笔的操作的开仓就是一个很好的结果来的

441
00:26:38,128 --> 00:26:44,589
他不至于让你说你加完之后就马上被套了十多20个点

442
00:26:44,589 --> 00:26:48,329
这种操作你从一开始你就要如果有这种操作的朋友

443
00:26:48,329 --> 00:26:49,609
可能要反想一想

444
00:26:49,609 --> 00:26:54,460
你的这个操作是不是本身他就已经是一个你太心急了

445
00:26:57,390 --> 00:26:58,710
我待会我会说一下

446
00:26:58,710 --> 00:27:01,809
为什么我会叫你们做DM的正骨

447
00:27:01,809 --> 00:27:05,779
然后为什么今天我会我会让你们也有正股

448
00:27:05,779 --> 00:27:06,619
大有期权啊

449
00:27:06,619 --> 00:27:07,920
为什么我会分开来

450
00:27:07,920 --> 00:27:10,160
我们先做完这个对吧

451
00:27:10,160 --> 00:27:12,980
先把这个东西袋放进自己口袋

452
00:27:12,980 --> 00:27:14,809
那么剩下其他再说

453
00:27:14,809 --> 00:27:23,148
♪ OK曾付出几多心跳来换取一堆堆的发票 ♪

454
00:27:23,148 --> 00:27:27,539
♪ 人值得命中减少几秒 ♪

455
00:27:27,539 --> 00:27:29,500
♪ 多买一只表 ♪

456
00:27:30,900 --> 00:27:33,710
♪ 秒出捉得紧了 ♪

457
00:27:33,710 --> 00:27:37,390
♪ 而皮肤竟偷偷松了 ♪

458
00:27:37,390 --> 00:27:39,569
为何用到尽了

459
00:27:39,569 --> 00:27:43,045
♪ 至知那样紧要 ♪

460
00:27:44,759 --> 00:27:46,138
记住那关

461
00:27:46,138 --> 00:27:47,778
尤其是没有真的

462
00:27:47,778 --> 00:27:54,638
尤其尤其是没有任何DRAM或者是存储的一个底仓的同学

463
00:27:56,078 --> 00:27:57,818
今天在没有出

464
00:27:57,818 --> 00:28:02,509
没有什么没有涨破73块五的情况下

465
00:28:02,509 --> 00:28:04,328
都是可以建仓的

466
00:28:04,328 --> 00:28:09,619
OK没有没有涨破73块五之前都是可以建仓的

467
00:28:09,619 --> 00:28:11,759
73块五之痛

468
00:28:14,359 --> 00:28:17,670
你的预期就要放低DAM

469
00:28:17,670 --> 00:28:19,250
因为我我喜欢用DRM

470
00:28:19,250 --> 00:28:24,259
是因为DM其实本身的波动其实是比较大

471
00:28:24,259 --> 00:28:26,279
♪ 灵魂若变卖了 ♪

472
00:28:26,279 --> 00:28:29,859
♪ 上链也没心跳 ♪

473
00:28:31,279 --> 00:28:34,799
♪ 人或金都不紧要 ♪

474
00:28:34,799 --> 00:28:37,839
♪ 谁做鸡心一样了 ♪

475
00:28:37,839 --> 00:28:39,500
♪ 计划了照做了 ♪

476
00:28:39,500 --> 00:28:43,519
♪ 得到了时间却太少 ♪

477
00:28:43,519 --> 00:28:45,420
♪ No no no no ♪

478
00:28:46,380 --> 00:28:47,519
如果你是今天

479
00:28:47,519 --> 00:28:49,660
你是今天建了底仓的话

480
00:28:49,660 --> 00:28:51,519
拿着懂吗

481
00:28:51,519 --> 00:28:54,279
拿着昂贵

482
00:28:54,279 --> 00:28:58,299
是这你拿着我觉脸

483
00:29:00,680 --> 00:29:05,200
在时计里看破一生

484
00:29:07,339 --> 00:29:11,259
你看你看这个是吧

485
00:29:12,279 --> 00:29:15,519
我应该是在这里的时候对吧

486
00:29:15,519 --> 00:29:19,710
在这里的时候应该是开直播间说的

487
00:29:21,809 --> 00:29:24,230
因为一旦一旦抛压结束之后

488
00:29:24,230 --> 00:29:25,509
你看期权的量

489
00:29:25,509 --> 00:29:27,289
包括你的成交量的话

490
00:29:27,289 --> 00:29:30,109
你会发现其实抛压已经结束了

491
00:29:30,109 --> 00:29:32,240
懂吧抛压结束了

492
00:29:32,240 --> 00:29:33,740
你抛要结束的情况下

493
00:29:34,740 --> 00:29:37,380
你去看整个他的买卖情况

494
00:29:37,380 --> 00:29:40,750
你会发现诶好像对吧

495
00:29:40,750 --> 00:29:42,819
能做没有这么多卖了

496
00:29:42,819 --> 00:29:44,579
本质上不是没有这么多

497
00:29:44,579 --> 00:29:46,880
麦是上了车的

498
00:29:46,880 --> 00:29:48,759
就已经买了的人

499
00:29:48,759 --> 00:29:50,950
他没有这么多卖

500
00:29:51,390 --> 00:29:54,150
卖盘变少了一点点

501
00:29:54,150 --> 00:29:57,029
买盘就能够把它涌上去了

502
00:30:00,599 --> 00:30:02,160
如果你是没你

503
00:30:02,160 --> 00:30:03,509
你看没

504
00:30:03,509 --> 00:30:05,130
如果你是没你

505
00:30:05,130 --> 00:30:07,630
你看没有底仓的同学

506
00:30:07,630 --> 00:30:10,299
你做的是DRM的正股

507
00:30:10,299 --> 00:30:12,789
那今天不是应该卖的

508
00:30:12,789 --> 00:30:16,269
OK今天如果你是买了DRM

509
00:30:16,269 --> 00:30:17,470
你是应该拿着的

510
00:30:19,869 --> 00:30:24,200
♪ 嗯面对世界各错知知情爱记 ♪

511
00:30:24,200 --> 00:30:25,279
♪ 野求奇餐 ♪

512
00:30:25,279 --> 00:30:26,660
♪ 胆子梦想 ♪

513
00:30:26,660 --> 00:30:29,039
♪ 素番再退变迁 ♪

514
00:30:30,400 --> 00:30:32,240
我我待会我待会再说

515
00:30:32,240 --> 00:30:37,009
为什么我今天会也会让你们去做这个

516
00:30:37,490 --> 00:30:39,409
只因我吹风弹

517
00:30:39,409 --> 00:30:41,788
♪ 电影幻想系装似 ♪

518
00:30:41,788 --> 00:30:42,888
太抱歉

519
00:30:42,888 --> 00:30:45,648
♪ 什么什么都小意思 ♪

520
00:30:45,648 --> 00:30:46,689
♪ 笑一笑 ♪

521
00:30:46,689 --> 00:30:48,519
我无意没有群

522
00:30:48,519 --> 00:30:49,419
不会有群

523
00:30:49,419 --> 00:30:51,439
也不会开什么群

524
00:30:51,439 --> 00:30:55,969
任何的东西都是你可以理解为就是天灯

525
00:30:55,969 --> 00:30:59,269
采访都是这样公平的提供给大家的

526
00:30:59,269 --> 00:31:01,799
♪ 愿放心苦恼 ♪

527
00:31:01,799 --> 00:31:05,099
♪ 事大到火声更大荡 ♪

528
00:31:05,099 --> 00:31:06,849
♪ 系讽刺 ♪

529
00:31:06,849 --> 00:31:08,490
♪ 浮到苦尽 ♪

530
00:31:08,490 --> 00:31:10,730
♪ 挡弹使 ♪

531
00:31:26,819 --> 00:31:29,779
DRAM去到73块五的时候

532
00:31:29,779 --> 00:31:32,220
你的预期一定要放低

533
00:31:32,220 --> 00:31:34,759
你的你的预期一定要放低

534
00:31:34,759 --> 00:31:36,140
73块五

535
00:31:36,140 --> 00:31:37,400
预期一定要放低

536
00:31:37,400 --> 00:31:38,579
Ok

537
00:31:42,000 --> 00:31:44,980
因为一到7月73块五

538
00:31:44,980 --> 00:31:51,000
他的一个伽马就会就会变成变成他就被压缩掉

539
00:31:51,509 --> 00:31:54,529
他的日内挤压就会消失掉啊

540
00:31:54,529 --> 00:31:57,200
听到没有

541
00:31:57,359 --> 00:31:59,700
好像好像还没有到73块五

542
00:31:59,700 --> 00:32:01,640
73块的一个整数关口

543
00:32:01,640 --> 00:32:04,880
好像就已经有点压力了嗯

544
00:32:04,880 --> 00:32:08,039
♪ 公司若失六个红大一只 ♪

545
00:32:08,039 --> 00:32:12,400
♪ 但个星仔笑大声点嗯吗 ♪

546
00:32:13,920 --> 00:32:18,809
来点大家先先去先去对吧

547
00:32:19,849 --> 00:32:21,450
先去把自己账户调仓

548
00:32:21,450 --> 00:32:22,930
应该调仓怎么调仓的

549
00:32:22,930 --> 00:32:23,609
怎么样进的

550
00:32:23,609 --> 00:32:25,710
怎么样去分配仓位的

551
00:32:25,710 --> 00:32:26,369
先去做完

552
00:32:26,369 --> 00:32:31,109
做完我们再你看很快大概大概应该是还有10分钟

553
00:32:31,109 --> 00:32:35,700
10:30之后的盘面就没有太多的一个波动了

554
00:32:35,700 --> 00:32:42,799
恐怕就全部就不会说像是这样直接V上去了

555
00:32:42,799 --> 00:32:44,079
这是一个基本的预期

556
00:32:44,079 --> 00:32:50,099
在的就是就是由于日内的一个就日内的交易量

557
00:32:50,099 --> 00:32:57,319
所他就决定了他的交易量过渡期过度集中在开盘之后的一个前10分钟

558
00:32:57,319 --> 00:33:00,019
前不前自呃

559
00:33:00,019 --> 00:33:04,220
前一个小时你会有期往事对

560
00:33:04,220 --> 00:33:05,299
该挂的也挂好了

561
00:33:05,299 --> 00:33:06,259
该买也买好了

562
00:33:06,259 --> 00:33:10,679
已经基本上你基本上今天的这个操作基本上对吧

563
00:33:10,679 --> 00:33:12,759
该该吃的也吃日

564
00:33:12,759 --> 00:33:16,940
日内的这种交易该OK也OK了

565
00:33:16,940 --> 00:33:23,460
再到待会我待会我呃10:30我会说一下我今天为什么这样做

566
00:33:23,460 --> 00:33:25,940
OK我们为什么要这样做

567
00:33:26,920 --> 00:33:33,779
♪ 再分享之前把千斤草化作全部放过 ♪

568
00:33:33,779 --> 00:33:37,220
♪ 自放弃所有事 ♪

569
00:33:37,220 --> 00:33:39,319
♪ 提起歌声更大 ♪

570
00:33:39,319 --> 00:33:40,940
♪ 当迷粉刺 ♪

571
00:33:41,940 --> 00:33:43,759
♪ 愿每日日有天 ♪

572
00:33:43,759 --> 00:33:44,119
我

573
00:34:18,519 --> 00:34:20,659
嗯这是额期权

574
00:34:20,659 --> 00:34:25,539
看看就是从DRM的这种期权结构来看的话

575
00:34:25,539 --> 00:34:28,150
他会在73块钱的关口

576
00:34:28,150 --> 00:34:29,230
它会有什么

577
00:34:29,230 --> 00:34:30,829
它会有一个比较

578
00:34:30,829 --> 00:34:34,688
它是会有一个比较大的一个弃权强

579
00:34:34,688 --> 00:34:36,469
然后到73块五

580
00:34:36,469 --> 00:34:38,429
73块这两个关口

581
00:34:38,429 --> 00:34:40,289
73块过了之后呢

582
00:34:40,289 --> 00:34:43,230
73块五就是一个比较大的了

583
00:34:43,230 --> 00:34:47,469
基本上如果今天从68块钱充到75块钱

584
00:34:47,469 --> 00:34:49,210
这个难度很大啊

585
00:34:49,210 --> 00:34:51,150
不73块五非常难度大

586
00:34:51,150 --> 00:34:56,500
所以73块五后面的话你的盈利的概率就变得特别小了

587
00:34:56,500 --> 00:34:57,659
所以我是不建议

588
00:34:57,659 --> 00:34:58,840
如果你是期权

589
00:34:58,840 --> 00:35:04,050
因为期权的问题是因为还包括隐含波动率这种问题在的

590
00:35:04,050 --> 00:35:06,690
所以我今天是反而是建议做s math

591
00:35:06,690 --> 00:35:08,318
OK做s math

592
00:35:08,318 --> 00:35:11,318
然后做一正做正轨就无所谓了

593
00:35:11,318 --> 00:35:13,179
怎么就正轨无所谓了

594
00:35:13,179 --> 00:35:17,699
然后斑驳为什么要做SMH

595
00:35:17,699 --> 00:35:19,639
为什么不做其他不做光

596
00:35:19,639 --> 00:35:21,480
为什么不做其他其他的

597
00:35:21,480 --> 00:35:23,059
反而要做s math呢

598
00:35:23,059 --> 00:35:24,409
也不做英特尔呢

599
00:35:24,409 --> 00:35:29,429
是因为背后听期权之间的就是期权结构

600
00:35:29,429 --> 00:35:36,059
包括每个个股现在的一个压注情况是完全不一样的

601
00:35:36,059 --> 00:35:39,800
比如说像光他的压铸非常一般

602
00:35:39,800 --> 00:35:42,280
就是资金的推动推动呢

603
00:35:42,280 --> 00:35:45,400
就是那种推动就特别一般了

604
00:35:45,400 --> 00:35:47,079
特别特别一般了

605
00:35:47,079 --> 00:35:52,289
然后像台积电这种其实也一般也一般

606
00:35:52,289 --> 00:35:54,429
我也一般

607
00:35:54,429 --> 00:35:56,849
现在反而是压住呃

608
00:35:56,849 --> 00:35:57,550
费半

609
00:35:57,550 --> 00:36:02,960
尤其是三倍做多的费半这种杠杆内杠杆的费半

610
00:36:02,960 --> 00:36:06,059
还有s math这种会非常多人做

611
00:36:06,059 --> 00:36:10,978
就是我我已经不知道轮动就不停轮动的话

612
00:36:10,978 --> 00:36:12,818
我容易半导体内部轮动

613
00:36:12,818 --> 00:36:14,478
我容易两边挨打呀

614
00:36:14,478 --> 00:36:15,858
我不停调仓的话

615
00:36:15,858 --> 00:36:19,949
所以要不直接干指数轨迹改变强

616
00:36:19,949 --> 00:36:21,789
然后充电有什么内容

617
00:36:21,789 --> 00:36:24,070
充电的话会有我的

618
00:36:24,070 --> 00:36:25,670
因为我我买入之前

619
00:36:25,670 --> 00:36:29,650
我不是说呃心血来潮就一下子就买了

620
00:36:29,650 --> 00:36:31,309
我在买入某个东西之前

621
00:36:31,309 --> 00:36:33,329
我一定要看看哪些能买

622
00:36:33,329 --> 00:36:34,619
哪些不能买

623
00:36:34,619 --> 00:36:36,619
那么充电有很多内容

624
00:36:36,619 --> 00:36:41,068
就是就是这个你可以理解为它是我操作的一个预告

625
00:36:41,068 --> 00:36:42,429
具体什么操作

626
00:36:42,429 --> 00:36:44,789
具体操怎啥时候操作呢

627
00:36:44,789 --> 00:36:47,929
我都会在公共频道免费的

628
00:36:47,929 --> 00:36:49,610
然后美国还能买吗

629
00:36:49,610 --> 00:36:51,070
说马上有财报

630
00:36:51,070 --> 00:36:53,269
这个就是最大问题

631
00:36:55,358 --> 00:36:59,000
♪ 呃逆过天都帮你去对 ♪

632
00:36:59,820 --> 00:37:02,159
♪ 快不应我 ♪

633
00:37:03,300 --> 00:37:05,480
动慢一点点

634
00:37:05,480 --> 00:37:06,599
慢一点点

635
00:37:06,599 --> 00:37:09,349
自不懂做期权

636
00:37:09,349 --> 00:37:11,550
因为我我个人是做期权的嘛

637
00:37:11,550 --> 00:37:13,690
所以做期权的话我就不建议了

638
00:37:13,690 --> 00:37:18,809
尤其尤其你看我看刚刚才大家说的就是73块五

639
00:37:18,809 --> 00:37:22,050
就今天73块五是个顶

640
00:37:22,409 --> 00:37:23,150
懂吗

641
00:37:23,150 --> 00:37:25,429
今天73块五是个顶

642
00:37:25,429 --> 00:37:26,570
是个天花的

643
00:37:26,570 --> 00:37:28,139
顶是买不了的

644
00:37:28,139 --> 00:37:31,460
DM你对照的所有的美光也好

645
00:37:31,460 --> 00:37:35,269
他是一个顶K73块五

646
00:37:35,269 --> 00:37:37,269
如果你今天做了的话

647
00:37:37,269 --> 00:37:45,500
就意味着你的今天你的账面如果你想要赚钱的概率不足5%

648
00:37:50,820 --> 00:37:53,579
这是由交易系统决定的

649
00:38:16,599 --> 00:38:17,719
没有这么糟糕

650
00:38:19,239 --> 00:38:24,329
市场不是因为宏观的因素而导致下跌的

651
00:38:24,329 --> 00:38:27,449
是由交易导致下跌的

652
00:38:31,219 --> 00:38:34,420
放留在漫画一角

653
00:38:34,420 --> 00:38:38,500
为何望母亲一眼就牵挂

654
00:38:42,440 --> 00:38:46,320
甚至有很多同学说我要不要去博弈一下

655
00:38:46,880 --> 00:38:53,010
我是不是要去博弈一下其他一些高配打的一个股票

656
00:38:53,010 --> 00:38:55,690
就是那种什么英特尔呀

657
00:38:55,690 --> 00:38:57,110
奇奇怪怪的这东西

658
00:38:57,110 --> 00:39:04,659
我个人建议是不要不要嗯对6月份

659
00:39:04,659 --> 00:39:09,639
因为7月份是美股市场传统的强势月份

660
00:39:09,639 --> 00:39:11,159
有七八个月份

661
00:39:11,159 --> 00:39:13,719
他是一个比较强强势的月份

662
00:39:13,719 --> 00:39:15,440
而从概率上来说

663
00:39:15,440 --> 00:39:18,358
7月份是一个很好的一个月份来着

664
00:39:18,358 --> 00:39:22,018
当然我们不能按照过往的历史经验

665
00:39:22,018 --> 00:39:23,579
这会害了人

666
00:39:23,579 --> 00:39:27,619
只能说呢现在是因为股和债

667
00:39:27,619 --> 00:39:31,130
他们之间股涨得太好了懂吗

668
00:39:31,130 --> 00:39:32,409
股涨得太好了

669
00:39:32,409 --> 00:39:34,630
然后股债之间不平衡

670
00:39:34,630 --> 00:39:35,949
养老金呀

671
00:39:35,949 --> 00:39:39,380
包括一些呃主权基金啊

672
00:39:39,380 --> 00:39:41,599
他们必须要去再平衡

673
00:39:41,599 --> 00:39:45,139
他们必须要卖出股票去买入债券

674
00:39:45,139 --> 00:39:47,590
那么这个过程之中呢

675
00:39:47,869 --> 00:39:49,170
我们都知道

676
00:39:49,170 --> 00:39:51,230
那你你你知道我也知道

677
00:39:51,230 --> 00:39:52,829
我肯定不是最新一个知道

678
00:39:52,829 --> 00:39:54,480
那肯定会提前交易

679
00:39:54,480 --> 00:39:57,239
现在呢就是在提前交易

680
00:39:57,239 --> 00:40:00,480
等到月末他们再平衡的时候

681
00:40:00,480 --> 00:40:01,760
反而是什么

682
00:40:01,760 --> 00:40:03,119
反而是调转过来

683
00:40:03,119 --> 00:40:04,679
反而是股票在涨

684
00:40:04,679 --> 00:40:06,170
债券在低

685
00:40:06,170 --> 00:40:09,929
那就这样在卖债券再买股票

686
00:40:09,929 --> 00:40:11,170
而反过来了

687
00:40:11,170 --> 00:40:13,409
因为已经提前交易了

688
00:40:13,409 --> 00:40:19,659
这个东西你可以理解为是今天盘中或者是在开盘30分钟

689
00:40:19,659 --> 00:40:21,280
开盘之后30分钟

690
00:40:21,280 --> 00:40:23,300
这些都是在平衡

691
00:40:23,300 --> 00:40:24,920
提前再平

692
00:40:24,920 --> 00:40:30,980
提前交易再平衡这个东西就像呃我有一则动动态也会说了

693
00:40:31,079 --> 00:40:37,860
就是现在已经不再交易任何关于战争OK的一个消息

694
00:40:37,860 --> 00:40:39,960
OK知道吗

695
00:40:40,159 --> 00:40:45,719
现在已经没有交易任何关于这个嗯这个冲突吧

696
00:40:45,719 --> 00:40:49,320
是个海峡开放不开放这个东西

697
00:40:49,320 --> 00:40:50,719
知道吗

698
00:40:51,489 --> 00:40:53,969
不会不会直到月末的

699
00:40:53,969 --> 00:40:55,389
不会直到月末的

700
00:40:55,389 --> 00:40:59,730
OK他会在很短的时间会集中交易的

701
00:40:59,730 --> 00:41:01,429
因为这个是突发事件的话

702
00:41:01,429 --> 00:41:03,619
他必须要集中交易的

703
00:41:03,619 --> 00:41:05,179
必须要集中交易

704
00:41:05,179 --> 00:41:13,199
然后我怎么大家已经可以无需关注任何关于海峡开通

705
00:41:13,199 --> 00:41:16,820
石油的一个什么的一个利好消息

706
00:41:16,820 --> 00:41:19,139
这个没有任何的交易的必要了

707
00:41:19,139 --> 00:41:21,179
已经完全定价了

708
00:41:21,179 --> 00:41:23,760
还有一个什么没有没有定价

709
00:41:23,760 --> 00:41:30,289
第一个9月的加息和不加息的概率没有定价

710
00:41:30,929 --> 00:41:31,710
知道吗

711
00:41:31,710 --> 00:41:38,599
这个是在后面几个月或者今年下半年交易的一个最重要的点

712
00:41:38,599 --> 00:41:42,400
因为现在市场是定价加息的

713
00:41:43,480 --> 00:41:46,110
如果市场十

714
00:41:46,110 --> 00:41:47,030
因为油价

715
00:41:47,030 --> 00:41:50,010
你看油价已经走向下跌通道

716
00:41:50,010 --> 00:41:54,070
包括债券已经也是下跌通道的话

717
00:41:54,070 --> 00:41:58,898
那加息这个东西可能会这个预期可能会什么松动

718
00:41:58,898 --> 00:42:02,398
这就是推动美股下半年涨

719
00:42:02,398 --> 00:42:05,329
还有半导体业绩

720
00:42:05,329 --> 00:42:07,829
还有云厂商的KAPEX

721
00:42:07,829 --> 00:42:13,889
这三个东西是推动今年下半年涨的最大推动手

722
00:42:22,300 --> 00:42:24,940
所以你可以你们了解一下消息面

723
00:42:24,940 --> 00:42:30,050
你会发现其实昨天和今天的小米是好的呀

724
00:42:30,050 --> 00:42:35,498
你看海峡是不是又是不是签订了一个备忘录了对吧

725
00:42:35,498 --> 00:42:38,259
你可以签订了协议

726
00:42:38,259 --> 00:42:41,329
由油也在下跌对吧

727
00:42:43,489 --> 00:42:44,068
还有什么

728
00:42:44,068 --> 00:42:46,690
还有那一个半导体业绩IO

729
00:42:47,690 --> 00:42:48,329
所以

730
00:42:50,409 --> 00:42:51,869
干嘛提前交易

731
00:42:51,869 --> 00:42:53,489
仅此而已

732
00:42:53,690 --> 00:42:55,130
然后提前交易

733
00:42:55,130 --> 00:42:57,570
然后催生了杠杆的一系列的反应

734
00:42:57,570 --> 00:42:59,108
都是机器人交易的

735
00:42:59,108 --> 00:43:00,449
开盘开这么低

736
00:43:00,449 --> 00:43:01,469
然后下半

737
00:43:01,469 --> 00:43:03,389
然后下半怎么看

738
00:43:03,389 --> 00:43:04,188
美元指数

739
00:43:04,188 --> 00:43:08,449
美元指数会在100块钱上下波动

740
00:43:08,449 --> 00:43:09,550
十块钱左右

741
00:43:11,989 --> 00:43:15,820
♪ 吧今天竟刻得出那睿智 ♪

742
00:43:15,820 --> 00:43:17,730
♪ 越来越记挂 ♪

743
00:43:17,730 --> 00:43:20,530
♪ 开始时捱一些苦 ♪

744
00:43:20,530 --> 00:43:21,130
知道吗

745
00:43:21,130 --> 00:43:26,510
痛绝处的花就是美元指数会在100块钱波动上下波动

746
00:43:26,510 --> 00:43:29,739
十块钱上限是110

747
00:43:29,739 --> 00:43:31,280
下限是90块钱

748
00:43:31,280 --> 00:43:34,010
他会在这里波动的那

749
00:43:37,090 --> 00:43:40,750
就是因为这是因为在在什么交交易方面呢

750
00:43:40,750 --> 00:43:45,980
他是因为货币的交易就是国际贸易

751
00:43:45,980 --> 00:43:46,739
货币交易

752
00:43:47,780 --> 00:43:51,550
还有美联储的一个政策

753
00:43:51,989 --> 00:43:54,409
他是会在100块钱上下波动

754
00:43:54,409 --> 00:43:56,568
十块钱美元指数

755
00:43:56,568 --> 00:43:59,829
然后下半年有什么特别值得关注的板块

756
00:43:59,829 --> 00:44:04,648
下半年还是只关注什么半导体

757
00:44:05,150 --> 00:44:10,099
♪ 下半生竟再开河入迷的 ♪

758
00:44:10,099 --> 00:44:11,980
♪ 终于醒觉 ♪

759
00:44:12,300 --> 00:44:15,300
♪ 移走最后的死角 ♪

760
00:44:15,300 --> 00:44:18,409
♪ 用痛苦烘托欢乐 ♪

761
00:44:18,409 --> 00:44:20,849
♪ 让如今将染浅 ♪

762
00:44:20,849 --> 00:44:24,500
♪ 望如爱探协作 ♪

763
00:44:24,500 --> 00:44:29,489
♪ 就像我一直停向要从未沾湿眼角 ♪

764
00:44:29,489 --> 00:44:32,690
♪ 仔细地看神坛里木纹 ♪

765
00:44:32,690 --> 00:44:36,619
♪ 什么精巧也不觉 ♪

766
00:44:37,340 --> 00:44:39,940
今年下半年是交易半导体的时候

767
00:44:39,940 --> 00:44:41,778
还是半导体

768
00:44:41,778 --> 00:44:45,838
OK因为8月份他会有什么

769
00:44:45,838 --> 00:44:51,250
8月份会有额海力士的上市

770
00:44:51,250 --> 00:44:56,039
还有可能下半年可能会半导体还是一个主线

771
00:44:56,039 --> 00:44:59,380
存储是一个爱一世嗯

772
00:44:59,380 --> 00:45:03,099
占据下半年一半时间炒作的一个东西

773
00:45:03,099 --> 00:45:09,289
然后后面半年应该是炒作OpenAI和android的上市这两个东西

774
00:45:09,289 --> 00:45:16,239
可是半导体呢还是一个围绕着整个下半年的一个主线在的好吗

775
00:45:20,478 --> 00:45:21,699
然后纯

776
00:45:21,699 --> 00:45:25,010
然后呃像是软件股

777
00:45:25,010 --> 00:45:26,289
软件股的话

778
00:45:26,289 --> 00:45:32,019
它的嗯啊干嘛

779
00:45:33,260 --> 00:45:35,420
没有软件股

780
00:45:35,420 --> 00:45:39,320
想要赚钱的第一个第一个要点就是什么样

781
00:45:39,320 --> 00:45:40,659
就是

782
00:45:42,980 --> 00:45:45,230
token的价格一定要下降

783
00:45:45,230 --> 00:45:46,869
你token好贵啊

784
00:45:46,869 --> 00:45:49,269
现在token的价格这么贵的时候

785
00:45:49,269 --> 00:45:52,800
你软件股不可能能赚钱的

786
00:45:52,800 --> 00:45:58,869
因为半导体的稀缺性在定价权不在软件厂商

787
00:45:58,869 --> 00:46:06,940
定价权在ENROIT和OpenAI这两个这两个大语言模型的一个厂的公司

788
00:46:06,940 --> 00:46:08,079
还在什么

789
00:46:08,079 --> 00:46:10,250
还在半导体上面

790
00:46:10,250 --> 00:46:13,349
定价权是在这两个定价权也不在云厂商

791
00:46:13,349 --> 00:46:15,949
定价权也不在那一些SARS软件

792
00:46:15,949 --> 00:46:18,659
也不在IHB那些软件知道吗

793
00:46:18,659 --> 00:46:20,619
♪ 得太匆 ♪

794
00:46:24,659 --> 00:46:26,099
只关注半导体

795
00:46:26,099 --> 00:46:27,599
并不是从期权结构

796
00:46:27,599 --> 00:46:31,059
因为期权还没有交易的这么厚啊

797
00:46:31,059 --> 00:46:32,440
期权可能就交易

798
00:46:32,440 --> 00:46:35,690
下个月就是只关注半导体

799
00:46:35,690 --> 00:46:38,150
是因为KPEX的问题

800
00:46:38,150 --> 00:46:38,769
知道吗

801
00:46:38,769 --> 00:46:40,559
KPEX的问题

802
00:46:40,920 --> 00:46:43,280
因为caPs的问题

803
00:46:53,980 --> 00:46:56,760
那我们再讲4分钟

804
00:46:56,760 --> 00:46:59,780
我们就结束好了

805
00:47:02,880 --> 00:47:07,840
正骨的同学今天做了也做了对吧

806
00:47:07,840 --> 00:47:12,789
今天做了也做了呃啊看见我

807
00:47:12,789 --> 00:47:14,719
我现在看见DRM有回调啊

808
00:47:14,719 --> 00:47:16,659
基本上回调一个均线

809
00:47:16,659 --> 00:47:18,639
均线也也也差不多了

810
00:47:18,639 --> 00:47:22,369
就是说今天大概结束的时候

811
00:47:22,369 --> 00:47:24,750
大家如果这样做的话

812
00:47:24,750 --> 00:47:27,789
只大概率都是对吧

813
00:47:27,789 --> 00:47:30,809
最起码照面今天就挺好看的

814
00:47:31,170 --> 00:47:35,829
然后明天明天是不是明天继续

815
00:47:35,829 --> 00:47:38,289
明天才报来着啊

816
00:47:38,289 --> 00:47:39,309
我都忘了

817
00:47:39,309 --> 00:47:39,829
我都忘了

818
00:47:39,829 --> 00:47:40,989
是后天还是明天

819
00:47:42,309 --> 00:47:44,449
就是如果出财报好

820
00:47:44,449 --> 00:47:47,800
当我看着你那没招了对吧

821
00:47:47,800 --> 00:47:49,739
加不够是真没办法了

822
00:47:49,739 --> 00:47:51,840
我大家都不知道财报怎么样

823
00:47:51,840 --> 00:47:54,409
然后然后如果财报跌

824
00:47:55,969 --> 00:47:58,800
不会跌破今天的最低点

825
00:47:58,800 --> 00:47:59,639
好了

826
00:47:59,639 --> 00:48:00,280
知道吗

827
00:48:00,280 --> 00:48:01,679
就是初财报的话

828
00:48:01,679 --> 00:48:03,760
下跌不会跌破今天的最低点

829
00:48:04,880 --> 00:48:07,190
不会跌破今天的最低点

830
00:48:07,190 --> 00:48:12,949
美光财报不会跌破今天整个DM整个存储整个的最低点

831
00:48:12,949 --> 00:48:15,068
开盘的最低点

832
00:48:15,628 --> 00:48:18,608
因为今天开盘其实放的量

833
00:48:18,608 --> 00:48:20,688
抄底就抄底的人

834
00:48:20,688 --> 00:48:21,748
抄底的机构

835
00:48:21,748 --> 00:48:24,150
抄底的资金量特别多

836
00:48:24,150 --> 00:48:26,110
特别特别多

837
00:48:26,110 --> 00:48:32,119
非常难去靠着那个财报直接把今天最低点给击穿掉

838
00:48:32,119 --> 00:48:33,559
非常难啊

839
00:48:33,559 --> 00:48:34,679
非常难

840
00:48:34,679 --> 00:48:35,320
然后

841
00:48:37,519 --> 00:48:39,509
呃s math好了

842
00:48:39,509 --> 00:48:42,489
说下m s m h s math的话

843
00:48:47,090 --> 00:48:47,670
懂吗

844
00:48:47,670 --> 00:48:48,769
没有到高估

845
00:48:48,769 --> 00:48:52,920
因为整个美美国半导体依旧是什么

846
00:48:52,920 --> 00:48:55,980
依旧是EPS推动的财报推动的

847
00:48:55,980 --> 00:49:00,019
如果明如果呃美观才财报OK的话

848
00:49:00,019 --> 00:49:05,070
那么有一部分的半导体其实它的估值是向下走的

849
00:49:05,070 --> 00:49:07,030
是因为他们的营收

850
00:49:07,030 --> 00:49:09,809
他们的公司营收基本面太好了

851
00:49:09,809 --> 00:49:11,650
所以反而是什么呀

852
00:49:11,650 --> 00:49:13,269
估值向下走了

853
00:49:13,269 --> 00:49:14,670
向下走了

854
00:49:15,909 --> 00:49:18,099
这就是一个这就是什么

855
00:49:18,099 --> 00:49:20,940
这就是一个越涨越便宜懂吗

856
00:49:20,940 --> 00:49:23,219
因为业绩太好了

857
00:49:23,469 --> 00:49:26,409
大家只只要知道这一点就可以

858
00:49:26,409 --> 00:49:34,199
嗯然后还有说一下就是哦说一下啊

859
00:49:35,519 --> 00:49:37,280
哦我说一下啊

860
00:49:37,280 --> 00:49:39,030
对还有说一下

861
00:49:39,030 --> 00:49:42,070
就是无论做了SMH还是做了费半

862
00:49:42,070 --> 00:49:44,010
还是做了你半导体个股

863
00:49:44,010 --> 00:49:46,119
还是做了什么

864
00:49:46,599 --> 00:49:49,400
还是做了其他的啊

865
00:49:49,400 --> 00:49:50,559
什么英特尔啊

866
00:49:50,559 --> 00:49:51,840
阿斯麦啊

867
00:49:51,840 --> 00:49:53,760
台积电啊这些

868
00:49:55,039 --> 00:49:58,840
你的预期不要是明天就能修复

869
00:50:00,119 --> 00:50:01,179
干嘛

870
00:50:01,179 --> 00:50:02,980
不要说明天就能修复

871
00:50:04,940 --> 00:50:05,639
还还没

872
00:50:05,639 --> 00:50:06,860
至于这么夸张的

873
00:50:08,739 --> 00:50:11,469
明天修复虽然也有可能啊

874
00:50:11,469 --> 00:50:13,829
只不过这个可能比较小一点点

875
00:50:13,829 --> 00:50:15,449
可能呢需要两天

876
00:50:15,449 --> 00:50:17,730
可能甚至需要美光出财报

877
00:50:17,730 --> 00:50:20,429
那一出财报晚落好了

878
00:50:20,429 --> 00:50:24,280
整个市场大的也不是快要到7月份了嘛

879
00:50:24,280 --> 00:50:25,940
就对吧

880
00:50:25,940 --> 00:50:28,460
就继续往上走

881
00:50:28,460 --> 00:50:29,960
就这个

882
00:50:29,960 --> 00:50:31,760
所以大家不要预期

883
00:50:31,760 --> 00:50:33,969
就是啊我现在买入了

884
00:50:33,969 --> 00:50:36,690
抄到最低点对吧

885
00:50:36,690 --> 00:50:39,449
这个这个这个这个太难了

886
00:50:39,449 --> 00:50:41,210
这个只有神仙才能做到

887
00:50:42,570 --> 00:50:43,130
♪ 也 ♪

888
00:50:45,369 --> 00:50:50,010
♪ 你愿意在角落唱沙哑好 ♪

889
00:50:50,010 --> 00:50:53,019
现在已经回回落到均线系统了

890
00:50:53,019 --> 00:50:54,079
均线外了

891
00:50:54,079 --> 00:50:59,809
均线已经回到了DRAM这一些存储大概回到均线

892
00:51:00,289 --> 00:51:06,110
今天只要七七十%到80%的时间

893
00:51:06,110 --> 00:51:11,119
80%的时间他都在均线系统

894
00:51:11,119 --> 00:51:14,039
就是它的价格都在均线系统以上

895
00:51:14,039 --> 00:51:16,239
那么很恭喜大家

896
00:51:16,239 --> 00:51:17,920
很恭喜大家

897
00:51:17,920 --> 00:51:21,969
今天的这个点差不多

898
00:51:22,369 --> 00:51:24,510
这八九不离十了

899
00:51:24,510 --> 00:51:27,769
可能会上下再波动个五个点

900
00:51:29,139 --> 00:51:31,940
就就差不多了

901
00:51:32,940 --> 00:51:35,028
就差不多

902
00:51:35,708 --> 00:51:37,648
因为这是由交易

903
00:51:37,648 --> 00:51:39,949
这是由交易来来什么

904
00:51:39,949 --> 00:51:42,599
这是由交易来决定的

905
00:51:42,599 --> 00:51:45,400
这个并并不是有我们看基本面

906
00:51:50,150 --> 00:51:55,800
这大型机构它是交易这个这个预期呢

907
00:51:55,800 --> 00:51:57,239
那我们也这样

908
00:51:57,239 --> 00:52:03,309
我们散户也没办法改变什么东西嗯

909
00:52:04,500 --> 00:52:06,340
好了拜拜

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