【NaNa说美股】20260223小甜甜变成了牛夫人！

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大家好

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欢迎回到娜娜说美股

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今天12月23号周一关系的不确定性呢

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在新一周开始之际

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打压了市场风险偏好

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川普上周五先宣布征收10%的全球关税

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周末又突然加码到15%

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立即生效

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先执行五个月期间再重新制定

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并且颁布新的合法关税框架

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其实这个关税金都念了一年

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大家都适应了

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现在市场的反应呢是远没有去年4月那么剧烈

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问题不在于关税本身

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而在于政策的摇摆和执行路径的不确定性啊

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这今天说10%

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明天就改口说15%

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这个政策变化太随意了哈

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不确定性才是让市场变得谨慎的原因

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大资金当下明显进入观望模式

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风险偏好被压低

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嗯嗯盘面上也挺戏剧性的

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盘前股指期货一度觉得稀里哗啦

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结果临近开盘被硬生生拉回指数

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平开后还象征性地上冲了一下

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搞出一个要平开高走的诱多假象啊

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于是呢当时有一些空头回补

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一些人呢追多

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结果10分钟不到

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指数就一泻如注

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拉裤子了

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快速回落哈

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抛售一直持续到了尾盘

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最后三大股指集体收跌

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除了新关税带来的不确定性之外呢

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AI颠覆恐慌也开始外溢

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从软件板块蔓延到了配送

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支付娱乐金融等多个传统行业

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起因是一家小机构c training research

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发布了一份假想情景分析报告

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这份内容并非是正式预测

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而是构建了一个AI繁荣危机的压力测试

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情景

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报告中阐述了

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AI技术可能对全球经济不同领域构成潜在风险

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AI大规模替代中高端岗位

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美国失业率将会升到10.2%

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消费收缩

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企业盈利塌陷

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美股进入熊市

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这篇小作文出来后呢

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迅速在交易员圈子里传播

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引发了算法模型跟风抛售

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多个板块出现了集中性踩踏

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可见现在市场神经太脆弱了

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对AI风险这四个字异常的敏感

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投资者已经被AI叙事搞成了惊弓之鸟

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利好的时候就说哎呀AI是嗯这个技术革命是吧

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像当初的互联网革命一样子

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推动一个时代的大爆发

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利空的时候呢

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就说AI毁灭就业

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毁灭那些传统行业

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反正叙事就只差一个方向

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那就是天差地别

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更值得注意的是

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这一波抛压不再局限于科技股

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而是波及到过去

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被认为不会被AI冲击的传统蓝筹

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创去年6月以来最大单日跌幅

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master card跌超5.7%

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也创去年4月以来的最大单日跌幅

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市场给出的恐慌逻辑是

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如果AI未来可以绕过传统支付网络

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或者帮助企业构建更低成本的金融基础设施

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那么这些支付巨头的议价权会不会下降

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这个逻辑未必马上成立哈

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但是市场现在不管是不是

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只在乎有没有这个可能嗯

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较去年10月峰值已经回撤了约45%

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一方面是消费放缓担忧哈

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另一方面是自动化配送

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智能调度

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甚至无人配送

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对商业模式带来的不确定性

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投资者担心的是

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如果未来AI重塑配送生态

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那平台是否还能维持现有的利润结构呢

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当估值本身已经高选的时候

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一点点的蓄势波动哈

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就足以触发估值压缩呃

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大家注意了哈

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这里不是杀业绩

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而是杀估值

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老牌科技公司IBM股价也没能够夺过去啊

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成为了AI技术快速迭代之下的最新受害者

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ENTROPIK旗下的cloud宣布增强对coo嗯

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编程语言的支持能力

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冲击了IBM的业务

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目前全球大量银行与政府机构的核心系统呢

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仍运行在COBO语言之上

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而多数大型主机系统由IBM生产

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长期以来IBM的一大护城河

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就是这个没人敢动的老系统

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现在如果AI可以帮助开发者更轻松的理解迁移

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甚至重构COBO代码

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那是否会削弱IBM大型主机的技术壁垒呢

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啊这不是今天就会发生的事情

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但是在AI技术迭代极快的背景之下

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资本市场不管那么多哈

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选择先砍估值再说

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软件板块呢依然是流血不止呀

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技术面已经严重超跌了

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可是没有资金愿意去接板块的

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地心探险之路还在持续

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成份股个个都已经跌成狗了

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月初的时候

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我曾连续做过几期视频哈

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但是就让大家不要急着去这个软件股

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挑拣所谓被错杀的股票

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什么adobe crm ServiceNow等等

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当一个板块整体被资金抛弃的时候

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抛压是系统性的哈

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不分青红皂白的

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就算是你选对了公司

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徒手接飞刀

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也得先承受巨大的浮亏

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更何况在AI技术飞速迭代的背景之下

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今天的护城河3年之后还在不在呢

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10年之后呢

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这才是市场真正担心的哈

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哪怕有一丝丝的可能都成为这个杀估值的理由

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或者说借口

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就连巨头微软都跌成重伤了

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股价已经跌穿了这条长期上升趋势线啊

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如果不能够在两三个交易日内尽快涨回去的话

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那这个中长期趋势就彻底走坏了

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下一个重要支撑要看向去年4月份的低点

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340美元

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这里同时呢也是2021年那个时候的峰值

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当股价回踩测试这个关键技术位的时候

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可能会引发超跌反弹

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波动率指数VIX呢

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今天啊收盘已经冲上了20

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市场明显处于这个防御状态

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机构们其实早就为鳄鱼回调做好准备了

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通过期权对冲反向ETF配置

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还有减仓操作

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整体市场的对冲比例已经处于高位了哈

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这说明情绪悲观的同时呢

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也意味着潜在的反弹燃料正在堆积

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一旦利空无法进一步压低啊

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关键支撑的话

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那后面空头回补会非常的猛烈

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标普500指数在月均线遇阻后回落

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上个周五我是不是在视频里已经提醒大家

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本周开市指数大概率就会先回踩6800点

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非常的接近呃

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也许明天可能会去碰一下6800

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说不定回落的原因也解释过

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因为上个周五的那根拉升

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本质上是延伸品到其与做市商对冲行为

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推动的技术性买盘哈

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不是真实的资金进场

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而这一周恢复了正常交易力量之后呢

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价格自然就回归真实的供需嗯

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在刚过去周末的会员周报里

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我也强调了本周初的回调风险就不是周一

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就是周二要回踩6800

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那我就很高兴了啊

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如果嗯不信暂时被套呢

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也别慌

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因为明天川普要讲话

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只要他能说一些好听的指数

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会有反弹空间的

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现在市场对冲头寸那么拥挤

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如果关税利空或者其他利空没能够有效击穿

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6800点的关键技术位

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就跌破之后能够迅速收回的话

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那就不算有效击穿哈

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或者呢本周有这个美国和伊朗嗯有协议进展

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那就要警惕空头回补引发的利空出境走势呃

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总体来说在周三盘后英伟达财报出来之前

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大盘估计还是震荡为主

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现在短线节奏非常的难做

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预测难度呢也加倍嗯

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情绪来回的摇摆

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指数却长期横盘

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我都记不清

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上一次股指出现这么长时间的横盘整理

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到底是什么时候了

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大盘目前看起来还算稳定是吧

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但是底下个股波动极其剧烈啊

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个股与指数的实际波动率差呢

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刚突破了历史最高水平

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平均个股的波动率

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比指数高出约25个百分点

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主经济三数据显示

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过去四周中有三周每股被净卖出

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其中科技媒体电信占净卖出的70%

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行业层面出现明显的分化

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基金大幅减持软件与互联网股

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同时呢增配半导体和存储芯片

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就嗯抛售软件哈

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这个增持硬件嘛

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资金呢也在外流

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据美银统计

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过去四周数百亿美元流入了韩国和日本股市

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其中韩国股市六周累计流入

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约177亿美元

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为历史最大规模之一

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资金热捧这两个国家的股市逻辑是

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韩国那边因为存储芯片周期复苏

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日本那边呢通胀预期回升

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00:10:06,899 --> 00:10:09,740
投资者还关注中东局势进展

216
00:10:09,740 --> 00:10:13,750
目前预计美国和伊朗两国将会在这个周四嗯

217
00:10:13,750 --> 00:10:16,590
在日内瓦举行第三轮和谈判

218
00:10:16,590 --> 00:10:20,909
这提高了通过外交途径解决问题的希望

219
00:10:20,909 --> 00:10:22,169
不过呢

220
00:10:22,169 --> 00:10:27,330
据一位中央情报局前官员在播客节目中爆料

221
00:10:27,330 --> 00:10:30,009
这个周四的谈判是最后机会

222
00:10:30,009 --> 00:10:33,429
美国已经决定呃数日内要对伊朗动武

223
00:10:33,429 --> 00:10:35,330
甚至可能在两天内出手

224
00:10:35,330 --> 00:10:39,379
大家都知道这种情况都是呃小消息满天飞的哈

225
00:10:39,379 --> 00:10:42,279
呃据说美军多个基地已经启动了

226
00:10:42,279 --> 00:10:43,720
应急人员的调动

227
00:10:44,019 --> 00:10:44,899
不知道真假

228
00:10:44,899 --> 00:10:47,059
现在局势就变化太快了

229
00:10:47,059 --> 00:10:47,980
噪音太多了

230
00:10:47,980 --> 00:10:50,019
我们没有办法提前知道结果

231
00:10:50,019 --> 00:10:52,899
毕竟咱们也没有白宫那些人的电话嘛

232
00:10:52,899 --> 00:10:56,019
所以只能够提前做好应对的计划

233
00:10:56,019 --> 00:10:58,499
就是这个时候呢不能够激进啊

234
00:10:58,499 --> 00:11:00,399
只能走一步看一步

235
00:11:00,399 --> 00:11:04,399
不过这一周真正的关键变量还是英伟达

236
00:11:04,399 --> 00:11:09,649
财报可能成为触发大盘方向性突破的催化剂

237
00:11:09,649 --> 00:11:13,490
市场预期公司Q4营收同比增长67%

238
00:11:13,490 --> 00:11:16,409
每股收益同比增长66%啊

239
00:11:16,409 --> 00:11:18,309
都是非常好的数字

240
00:11:18,309 --> 00:11:19,850
华尔街的共识是

241
00:11:19,850 --> 00:11:21,909
英伟达的业绩呢依然很强

242
00:11:21,909 --> 00:11:26,350
实际财报数据出来可能会再次大超预期

243
00:11:26,350 --> 00:11:27,309
科技巨头们

244
00:11:27,309 --> 00:11:30,309
2026年资本支出总额超过6000亿美元

245
00:11:30,309 --> 00:11:33,399
其中大部分都是投向AI基础设施的

246
00:11:33,399 --> 00:11:35,539
所以这位因为党的增长逻辑

247
00:11:35,539 --> 00:11:37,549
提供了强有力的支撑

248
00:11:37,549 --> 00:11:40,029
不过比起Q4业绩

249
00:11:40,029 --> 00:11:41,789
投资者更关注的是

250
00:11:41,789 --> 00:11:45,649
2027财年第一财季的前瞻指引

251
00:11:45,649 --> 00:11:49,889
如果黄仁勋在讲话中大幅上调指引

252
00:11:49,889 --> 00:11:52,529
强调芯片依然供不应求

253
00:11:52,529 --> 00:11:54,889
股价呢才有望向上突破

254
00:11:54,889 --> 00:11:57,269
如果指引只是符合预期

255
00:11:57,269 --> 00:12:00,570
或者老黄讲话中出现哪怕一丝丝

256
00:12:00,570 --> 00:12:03,909
关于供需正常化或者定制芯片

257
00:12:03,909 --> 00:12:06,090
竞争压力的微妙错字

258
00:12:06,090 --> 00:12:09,019
都很容易演变成利好出镜

259
00:12:09,019 --> 00:12:11,740
呃以我对老黄的了解

260
00:12:11,740 --> 00:12:14,980
他肯定会在电话会议上大力唱多

261
00:12:14,980 --> 00:12:17,889
这个自家显卡需求的

262
00:12:17,889 --> 00:12:20,809
而且还会唱好软件股

263
00:12:20,809 --> 00:12:24,240
因为嗯目前软件行业的动荡

264
00:12:24,240 --> 00:12:27,589
其实正在动摇AI支出的根基

265
00:12:27,589 --> 00:12:30,068
当硬件大赚特赚

266
00:12:30,068 --> 00:12:34,139
而软件应用端却在忍受利润萎缩的时候

267
00:12:34,139 --> 00:12:37,700
那整个AI生态链的逻辑就是断裂的

268
00:12:37,700 --> 00:12:40,169
最终会反噬硬件的需求

269
00:12:40,169 --> 00:12:42,190
所以呢老黄必须要说

270
00:12:42,190 --> 00:12:44,149
AI不仅不会替代软件

271
00:12:44,149 --> 00:12:45,649
还会让软件更强大

272
00:12:45,649 --> 00:12:46,990
更赚钱是吧

273
00:12:46,990 --> 00:12:48,049
事实上哈

274
00:12:48,049 --> 00:12:52,429
呃有一说一就是老黄无论说什么都是其次的

275
00:12:52,429 --> 00:12:54,049
市场从来不看他说什么

276
00:12:54,049 --> 00:12:57,629
而是看资金要如何解读上一次财报那么好

277
00:12:57,629 --> 00:13:00,070
老黄说话也很动听啊

278
00:13:00,070 --> 00:13:02,889
结果股价走势还是那么坑人呀

279
00:13:02,889 --> 00:13:04,279
嗯不过呢

280
00:13:04,279 --> 00:13:08,259
这个长达数月的股价盘整也是有个好处的

281
00:13:08,259 --> 00:13:11,230
就是为英伟达挤掉了不少泡沫

282
00:13:11,230 --> 00:13:13,350
目前因为达到远期市盈率

283
00:13:13,350 --> 00:13:15,230
已经回落到24倍附近

284
00:13:15,230 --> 00:13:16,909
接近5年来的最低点

285
00:13:16,909 --> 00:13:20,339
而且远低于5年均值38倍

286
00:13:20,339 --> 00:13:23,479
整个科技板块的估值也在下修

287
00:13:23,479 --> 00:13:24,519
据美银桶

288
00:13:24,519 --> 00:13:27,320
即目前美股科技股的动态市盈率

289
00:13:27,320 --> 00:13:29,200
甚至低于非必需消费品

290
00:13:29,200 --> 00:13:31,909
工业和必需消费品板块

291
00:13:31,909 --> 00:13:34,570
软件股的暴跌是核心拖累哈

292
00:13:34,570 --> 00:13:37,259
现在大家都眼巴巴的盼着嗯

293
00:13:37,259 --> 00:13:41,179
英伟达的财报能够带领科技股重启涨势

294
00:13:41,179 --> 00:13:42,950
推动大盘突破

295
00:13:42,950 --> 00:13:43,950
在此之前

296
00:13:43,950 --> 00:13:47,980
就周二周三市场仍然是多空资金的博弈场

297
00:13:47,980 --> 00:13:50,279
黄金和白银今天一起走高

298
00:13:50,279 --> 00:13:51,940
因为避险情绪升温

299
00:13:51,940 --> 00:13:54,279
推动资金呢流入贵金属

300
00:13:54,279 --> 00:13:57,779
比特币这一边跌破了6.5万美元

301
00:13:57,779 --> 00:13:59,960
币权的情绪又再次恶化

302
00:13:59,960 --> 00:14:03,039
加密货币概念股也跟随着集体走低

303
00:14:03,039 --> 00:14:04,179
其他个股方面

304
00:14:04,179 --> 00:14:08,158
丹麦减肥药巨头诺和诺德再遭重锤

305
00:14:08,158 --> 00:14:09,399
因为在试验中

306
00:14:09,399 --> 00:14:11,279
他的下一代减肥药

307
00:14:11,279 --> 00:14:15,360
CARGRE瑞sea的效果不及里来的畅销啊

308
00:14:15,360 --> 00:14:16,990
药物ZEBRAND

309
00:14:16,990 --> 00:14:22,269
接受标准剂量实验药物咖啡ca治疗的受试者呢

310
00:14:22,269 --> 00:14:23,450
在八十四周后

311
00:14:23,450 --> 00:14:25,990
体重减轻了20.2%

312
00:14:25,990 --> 00:14:26,909
相比之下

313
00:14:26,909 --> 00:14:30,990
李莱的那个减重效果为23.6%

314
00:14:30,990 --> 00:14:34,690
结果诺和诺德一边公布这个声明

315
00:14:34,690 --> 00:14:37,730
一边呢CEO却死鸭子嘴硬

316
00:14:37,730 --> 00:14:41,669
还说我们坚信卡格瑞希曼目前的减肥疗效

317
00:14:41,669 --> 00:14:43,940
是优于市面上任何产品的

318
00:14:43,940 --> 00:14:46,700
好啦这不仅没有安抚到投资者

319
00:14:46,700 --> 00:14:50,909
还反而更激起了对管理层的这个质疑

320
00:14:50,909 --> 00:14:54,149
由于诺和诺德的畅销药物we go v

321
00:14:54,149 --> 00:14:57,059
还有奥some pk的专利即将到期了

322
00:14:57,059 --> 00:14:57,879
卡归维希曼呢

323
00:14:57,879 --> 00:14:59,059
被视为诺和诺德

324
00:14:59,059 --> 00:15:02,940
继续保持竞争力的关键战略产品

325
00:15:02,940 --> 00:15:06,379
所以这一次的失败对该股的打击是巨大的哈

326
00:15:09,539 --> 00:15:10,919
创下新低

327
00:15:10,919 --> 00:15:14,279
PAPO今天因为彭博士一篇新闻

328
00:15:14,279 --> 00:15:15,740
股价逆势上涨

329
00:15:15,740 --> 00:15:19,919
报道说PAPO只吸引潜在买家的收购兴趣

330
00:15:19,919 --> 00:15:22,759
公司已经在主动接触的印象方中

331
00:15:22,759 --> 00:15:24,899
与多家银行进行了会面

332
00:15:24,899 --> 00:15:29,710
至少有一家大型竞争对手正在考虑整体收购

333
00:15:29,710 --> 00:15:31,490
而其他一些意向方呢

334
00:15:31,490 --> 00:15:35,059
只对配票的部分资产感兴趣啊

335
00:15:35,059 --> 00:15:38,340
报道说目前收购意向仍处于初步阶段哈

336
00:15:38,340 --> 00:15:39,809
不一定会达成交易

337
00:15:39,809 --> 00:15:42,389
我也好奇到底是谁要收购它

338
00:15:42,389 --> 00:15:45,409
不知道公司是真的打算要卖身呢

339
00:15:45,409 --> 00:15:48,809
还是放消息出来试探市场反映的

340
00:15:48,809 --> 00:15:52,129
既然这个资金要炒作收购了

341
00:15:52,129 --> 00:15:54,490
那么股价40美元附近啊

342
00:15:54,490 --> 00:15:56,440
估计就是底部了哈

343
00:15:56,440 --> 00:15:59,600
嗯每次传闻被收购的时候呢

344
00:15:59,600 --> 00:16:00,379
暴涨一下

345
00:16:00,379 --> 00:16:02,599
然后传闻呃冷却了

346
00:16:02,599 --> 00:16:03,759
没了又回落

347
00:16:03,759 --> 00:16:05,339
就反反复复来几次

348
00:16:05,339 --> 00:16:07,419
最终才会尘埃落定

349
00:16:07,419 --> 00:16:09,759
太空概念股近期降温

350
00:16:09,759 --> 00:16:13,259
RDW股价从近期峰值腰斩

351
00:16:13,259 --> 00:16:16,720
小火箭rocket lab回撤了约35%

352
00:16:16,720 --> 00:16:17,659
前段时间

353
00:16:17,659 --> 00:16:19,340
由于马斯克不断的鼓吹

354
00:16:19,340 --> 00:16:22,419
太空数据中心将会取代地面设施

355
00:16:22,419 --> 00:16:25,220
以及space x ipo前景的预热

356
00:16:25,220 --> 00:16:27,350
太空股呢就大幅上涨

357
00:16:27,350 --> 00:16:30,730
但是最近由于美联储降息意愿不大

358
00:16:30,730 --> 00:16:33,190
高利率可能维持更长的时间

359
00:16:33,190 --> 00:16:36,490
压制了热钱对题材概念股的炒作

360
00:16:36,490 --> 00:16:39,200
太空股呢也就集体回调了

361
00:16:39,200 --> 00:16:42,779
其他科技高管也对太空数据中心这个大饼

362
00:16:42,779 --> 00:16:43,879
表示质疑哈

363
00:16:43,879 --> 00:16:44,720
Open a su

364
00:16:44,720 --> 00:16:45,320
奥特曼

365
00:16:45,320 --> 00:16:49,159
将当下在太空建设数据中心的概念

366
00:16:49,159 --> 00:16:50,929
成为荒谬至极

367
00:16:50,929 --> 00:16:52,809
AI芯片故障率那么高

368
00:16:52,809 --> 00:16:55,839
要怎么在太空中对设施进行维修呢

369
00:16:55,839 --> 00:16:59,639
至于后来马斯克吹的要在月球建立城市

370
00:16:59,639 --> 00:17:00,220
人类哦

371
00:17:00,220 --> 00:17:02,860
活在最高150℃和

372
00:17:02,860 --> 00:17:06,710
最低零下180℃的环境下

373
00:17:06,710 --> 00:17:08,029
当社畜打工

374
00:17:08,029 --> 00:17:09,710
科幻片都不敢这么演

375
00:17:09,710 --> 00:17:11,269
不过这对于马斯克来说

376
00:17:11,269 --> 00:17:12,210
那都不是事

377
00:17:12,210 --> 00:17:15,588
马教主的号召力不是凹凸曼能够理解的了的

378
00:17:15,588 --> 00:17:16,868
就算是奥特曼呃

379
00:17:16,868 --> 00:17:17,548
能理解

380
00:17:17,548 --> 00:17:19,548
也只能够羡慕嫉妒恨哈

381
00:17:19,548 --> 00:17:21,009
无法互制呃

382
00:17:21,009 --> 00:17:23,759
这个神说信我得永生嘛

383
00:17:23,759 --> 00:17:27,720
马教主说信我去月球打工都是同个性质哈

384
00:17:27,720 --> 00:17:29,460
所以太空股回调之后

385
00:17:29,460 --> 00:17:32,880
等后面NASA再出一个登月任务啦

386
00:17:32,880 --> 00:17:36,069
或者川普宣布太空发展计划啦

387
00:17:36,069 --> 00:17:37,730
又或者space x呃

388
00:17:37,730 --> 00:17:39,690
IPO日期出来

389
00:17:39,690 --> 00:17:42,509
这个板块还是会再炒作起来的

390
00:17:42,509 --> 00:17:45,400
只不过在下一波炒作之前呢

391
00:17:45,400 --> 00:17:48,019
要先等这一波的底部出来

392
00:17:48,019 --> 00:17:51,880
散户们熟知的市场热度高的什么小火箭啦

393
00:17:51,880 --> 00:17:52,660
小月亮啦

394
00:17:52,660 --> 00:17:57,069
那都是亏损企业靠热钱炒作的题材概念哈

395
00:17:57,069 --> 00:17:58,849
真正有基本面的

396
00:17:58,849 --> 00:18:01,490
比如像AATI这家公司

397
00:18:01,490 --> 00:18:02,630
他就很低调

398
00:18:02,630 --> 00:18:04,818
公司主要提供航空

399
00:18:04,818 --> 00:18:08,019
航天级铝合金和高强度不锈钢

400
00:18:08,019 --> 00:18:11,710
是SPACEX和波音的核心材料供应商

401
00:18:11,710 --> 00:18:13,430
股价自2022年以来

402
00:18:13,430 --> 00:18:15,890
从16美元涨到了160美元

403
00:18:15,890 --> 00:18:17,589
翻了十倍啊

404
00:18:17,589 --> 00:18:19,569
讨论的热度呢却很低

405
00:18:19,569 --> 00:18:21,829
不过现在股价已经涨很高了哈

406
00:18:21,829 --> 00:18:23,710
你说这不比那个特斯拉

407
00:18:23,710 --> 00:18:24,569
英伟达

408
00:18:24,569 --> 00:18:26,579
微软是不是要香很多吗

409
00:18:28,140 --> 00:18:30,299
股价已经接近年线支撑

410
00:18:33,539 --> 00:18:35,839
它是有群众基础的是吧

411
00:18:35,839 --> 00:18:38,380
别的科技股享受科技溢价

412
00:18:38,380 --> 00:18:39,880
特斯拉这只宗教股

413
00:18:39,880 --> 00:18:42,190
他享受的是信仰溢价

414
00:18:42,190 --> 00:18:44,309
非要这个去纠结

415
00:18:44,309 --> 00:18:48,059
到底马总催的大饼哪一天能够实现爱

416
00:18:48,059 --> 00:18:50,500
那个答案就是不争朝夕

417
00:18:50,500 --> 00:18:52,140
向天再借500年

418
00:18:52,140 --> 00:18:54,200
我这不是阴阳马斯克哈

419
00:18:54,200 --> 00:18:57,029
事实上马总的确非常的牛逼

420
00:18:57,029 --> 00:18:59,369
涕很多原本别人质疑的事情

421
00:18:59,369 --> 00:19:01,079
他最后也都做到了是吧

422
00:19:01,079 --> 00:19:04,480
我一直坚定的认为马总要么是外星人

423
00:19:04,480 --> 00:19:08,809
要么就是外星人在地球选的一个代理人呃

424
00:19:08,809 --> 00:19:11,519
所以才能够对天对地

425
00:19:14,460 --> 00:19:18,259
在中美不同意识阵营之间两头通吃

426
00:19:18,259 --> 00:19:21,339
拳打拜登口喷川大把蒙分打通

427
00:19:21,339 --> 00:19:22,539
还按在地上摩擦

428
00:19:22,539 --> 00:19:23,500
总而言之

429
00:19:23,500 --> 00:19:27,019
你说这个世界上有马斯克这种胆量的

430
00:19:27,019 --> 00:19:28,299
没有马斯克的能力

431
00:19:28,299 --> 00:19:29,579
有马斯克能力的

432
00:19:29,579 --> 00:19:31,619
没有马斯克的胆气

433
00:19:31,619 --> 00:19:34,640
所以呢特斯拉只要有马斯克在一天

434
00:19:38,000 --> 00:19:39,880
马斯克要是哪天离开了

435
00:19:39,880 --> 00:19:43,119
那个后果绝对是股东们承受不起的哈

436
00:19:43,680 --> 00:19:45,920
所以这也是为什么我不敢将特斯拉

437
00:19:45,920 --> 00:19:48,670
作为重仓投资标的的原因之一

438
00:19:48,670 --> 00:19:49,130
呃

439
00:19:49,130 --> 00:19:51,130
行今天我们就说到这里

440
00:19:51,130 --> 00:19:52,759
那我们明天见拜拜

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