BV1hdonBXEQh · 请不要叫我梁同学1 00:00:03,200 --> 00:00:03,819 大家好 2 00:00:03,819 --> 00:00:05,919 今天是4月21日星期二 3 00:00:05,919 --> 00:00:07,740 我们继续分析美股 4 00:00:07,740 --> 00:00:09,320 本期内容如下 5 00:00:10,359 --> 00:00:12,609 我们先看消息面 6 00:00:13,630 --> 00:00:15,589 摩根上调指数目标 7 00:00:15,589 --> 00:00:19,309 标普500年底目标价剑指7600点 8 00:00:19,309 --> 00:00:21,210 盈利增长驱动 9 00:00:21,210 --> 00:00:22,050 摩根大通 10 00:00:22,050 --> 00:00:25,550 将标普500指数年底目标价从7200点 11 00:00:25,550 --> 00:00:27,399 上调至7600点 12 00:00:27,399 --> 00:00:29,859 上调幅度达6.9% 13 00:00:29,859 --> 00:00:32,719 核心动力来自AI与科技板块 14 00:00:32,719 --> 00:00:35,570 引领的盈利增长前景 15 00:00:35,929 --> 00:00:37,450 关键催化剂 16 00:00:37,450 --> 00:00:41,429 ANTHROPIC公司于4月7日发布的AI模型 17 00:00:41,429 --> 00:00:45,759 成为点燃本轮AI交易热情的关键催化剂 18 00:00:45,759 --> 00:00:48,268 市场情绪迅速反转 19 00:00:48,268 --> 00:00:50,088 历史迅速反转 20 00:00:50,088 --> 00:00:51,189 此前一个月 21 00:00:51,189 --> 00:00:54,060 该行还因政治因素下调目标 22 00:00:54,060 --> 00:00:59,310 此次迅速看多凸显市场环境变化之快 23 00:01:00,149 --> 00:01:01,829 该模型引爆行情 24 00:01:01,829 --> 00:01:04,909 AI从会说迈向会做的行动 25 00:01:04,909 --> 00:01:07,459 智能时代突破性能力 26 00:01:07,459 --> 00:01:12,420 该模型具备自主观察推理操作检查的完整能力 27 00:01:12,420 --> 00:01:15,579 闭环能独立发现高危系统漏洞 28 00:01:15,579 --> 00:01:19,099 软件工程与数学推理能力大幅提升 29 00:01:19,099 --> 00:01:21,219 市场表现强劲 30 00:01:21,219 --> 00:01:23,079 自4月7日发布以来 31 00:01:23,079 --> 00:01:26,340 标普500中66%的AI相关股票 32 00:01:26,340 --> 00:01:27,859 表现优于大盘 33 00:01:27,859 --> 00:01:30,159 英伟达股价大涨22% 34 00:01:30,159 --> 00:01:33,180 科技巨头涨幅均超20% 35 00:01:33,459 --> 00:01:35,200 合作伙伴受限 36 00:01:35,200 --> 00:01:37,909 因担忧模型能力过于强大 37 00:01:39,989 --> 00:01:40,609 谷歌 38 00:01:40,609 --> 00:01:45,200 英伟达等12家核心伙伴提供受限访问 39 00:01:45,200 --> 00:01:48,319 用于防御性安全研究 40 00:01:49,450 --> 00:01:52,870 赋能科技与能源盈利预期上调 41 00:01:52,870 --> 00:01:54,810 市场前景乐观 42 00:01:54,810 --> 00:01:57,010 EPS预测上调 43 00:01:57,010 --> 00:01:59,849 摩根大通将2026年标普500指数 44 00:01:59,849 --> 00:02:02,959 每股收益预测从315美元 45 00:02:02,959 --> 00:02:04,980 上调至330美元 46 00:02:04,980 --> 00:02:07,620 2027年从355美元 47 00:02:07,620 --> 00:02:09,879 上调至385美元 48 00:02:09,879 --> 00:02:11,860 财报季预期向好 49 00:02:11,860 --> 00:02:14,180 即将到来的第一季度财报季 50 00:02:14,180 --> 00:02:16,800 预计将比上季度更为有利 51 00:02:16,800 --> 00:02:21,199 科技公司和能源行业的盈利预期持续走强 52 00:02:21,199 --> 00:02:23,139 市场风险提示 53 00:02:23,139 --> 00:02:24,210 该行警告 54 00:02:24,210 --> 00:02:28,199 市场在大幅反弹后可能进入短期盘整阶段 55 00:02:28,199 --> 00:02:33,879 但美国仍将是全球投资组合中的核心长期资产 56 00:02:35,280 --> 00:02:37,199 库克时代正式落幕 57 00:02:37,199 --> 00:02:41,599 硬件工程老将9月接棒CEO 58 00:02:41,599 --> 00:02:43,620 平稳有序交接 59 00:02:43,620 --> 00:02:48,159 执掌苹果15年的team cook将于9月1日正式卸任 60 00:02:48,159 --> 00:02:53,919 CEEO由硬件工程高级副总裁约翰特努斯接任 61 00:02:53,919 --> 00:02:58,659 这是苹果30年来第二次CEO更迭过渡期 62 00:02:58,659 --> 00:02:59,819 精心设计 63 00:02:59,819 --> 00:03:04,370 库克将留任至6月WWDC后离场 64 00:03:04,370 --> 00:03:06,949 确保AI战略发布由其主导 65 00:03:06,949 --> 00:03:10,270 特努斯则在9月主持IPHONE发布会 66 00:03:10,270 --> 00:03:14,699 以最自然的方式亮相市场信心信号 67 00:03:14,699 --> 00:03:18,519 库克选择在亮眼财报前夕宣布卸任 68 00:03:18,519 --> 00:03:22,449 被市场解读为对公司业绩及未来指引 69 00:03:22,449 --> 00:03:24,870 充满信心的信号 70 00:03:26,080 --> 00:03:27,319 战略延续 71 00:03:27,319 --> 00:03:28,479 资本不变 72 00:03:28,479 --> 00:03:32,838 苹果核心战略与资本分配政策短期不变 73 00:03:32,838 --> 00:03:34,718 传承而非颠覆 74 00:03:34,718 --> 00:03:36,118 摩根士丹利指出 75 00:03:36,118 --> 00:03:40,240 此次是传承而非颠覆硬件服务 76 00:03:40,240 --> 00:03:45,509 软件与芯片的垂直整合路线将被完整继承 77 00:03:45,509 --> 00:03:47,430 资本配置清晰 78 00:03:47,430 --> 00:03:50,759 美联股息增速维持中个位数 79 00:03:50,759 --> 00:03:54,580 年度回购规模维持在800亿至1000亿美元 80 00:03:54,580 --> 00:03:57,990 长期目标维持净现金中性 81 00:03:57,990 --> 00:04:00,129 管理层深度换血 82 00:04:00,129 --> 00:04:01,509 过去18个月 83 00:04:01,509 --> 00:04:04,530 苹果已完成一轮深度管理层换血 84 00:04:04,530 --> 00:04:07,210 新班底的协同磨合期 85 00:04:07,210 --> 00:04:10,900 构成不可忽视的转型成本 86 00:04:11,939 --> 00:04:15,580 特努斯时代新绪是硬件基因强化 87 00:04:15,580 --> 00:04:18,500 开启估值重估空间 88 00:04:18,500 --> 00:04:20,339 强化硬件基因 89 00:04:20,339 --> 00:04:23,579 特努斯作为深耕25年的硬件老兵 90 00:04:23,579 --> 00:04:26,269 曾主导Mac芯片转型 91 00:04:26,269 --> 00:04:31,620 其上任标志着苹果将强化产品与硬件基因 92 00:04:31,620 --> 00:04:33,639 叙事变量出现 93 00:04:33,639 --> 00:04:36,589 新CEO带来叙事变量 94 00:04:36,589 --> 00:04:39,850 可能成为推动估值重估的催化剂 95 00:04:39,850 --> 00:04:40,610 历史上 96 00:04:45,329 --> 00:04:47,319 历史数据佐证 97 00:04:47,319 --> 00:04:48,339 2011年 98 00:04:48,339 --> 00:04:49,899 乔布斯卸任12个月 99 00:04:49,899 --> 00:04:52,519 苹果股价曾跑赢标普百指数 100 00:04:52,519 --> 00:04:55,158 高达57.1% 101 00:04:55,158 --> 00:04:59,559 基本面的持续强劲是根本驱动力 102 00:05:00,699 --> 00:05:02,339 市场规模高速扩张 103 00:05:02,339 --> 00:05:03,100 2026年 104 00:05:03,100 --> 00:05:07,279 全球AI光模块市场将增57% 105 00:05:07,279 --> 00:05:09,319 需求急剧攀升 106 00:05:09,319 --> 00:05:11,439 北美超大规模数据中心 107 00:05:11,439 --> 00:05:14,689 流量年增速超30% 108 00:05:14,689 --> 00:05:19,449 促使云计算巨头持续扩大GPU及AI服务器部署 109 00:05:19,449 --> 00:05:24,709 拉动高速光互联产品需求主流规格升级 110 00:05:24,709 --> 00:05:27,968 800G光模块已成为AI数据中心 111 00:05:27,968 --> 00:05:30,459 骨干互联的主流规格 112 00:05:30,459 --> 00:05:34,560 而1.6T产品正加速量产 113 00:05:34,560 --> 00:05:37,069 下一代升级周期已开启 114 00:05:37,069 --> 00:05:39,170 市场增量显著 115 00:05:39,170 --> 00:05:42,939 全球AI光收发模块市场规模 116 00:05:42,939 --> 00:05:46,100 预计将从2025年的165亿美元 117 00:05:48,750 --> 00:05:52,350 同比增幅超过57% 118 00:05:54,000 --> 00:05:56,100 核心芯片供应紧张 119 00:05:56,100 --> 00:06:01,759 EML激光器成产能扩张首要瓶颈 120 00:06:02,399 --> 00:06:03,959 产能扩张受限 121 00:06:03,959 --> 00:06:08,560 以EML激光器和CWLD为代表的 122 00:06:08,560 --> 00:06:11,569 核心光电芯片供应持续偏紧 123 00:06:11,569 --> 00:06:15,158 成为制约产能扩张的首要瓶颈 124 00:06:15,158 --> 00:06:16,559 制造工艺限制 125 00:06:16,559 --> 00:06:20,639 光学对准等高精度制造工艺 126 00:06:20,639 --> 00:06:23,278 限制了产能的规模化提升 127 00:06:23,879 --> 00:06:28,750 功耗与散热管理挑战也持续影响系统设计 128 00:06:29,149 --> 00:06:30,879 上游采购应对 129 00:06:30,879 --> 00:06:34,720 英伟达等上游采购方已转向长期协议 130 00:06:34,720 --> 00:06:36,560 锁定关键元器件 131 00:06:36,560 --> 00:06:38,920 以保障供应链稳定 132 00:06:40,660 --> 00:06:42,339 产业链布局加速 133 00:06:42,339 --> 00:06:49,170 全球厂商加速卡位1.6T赛道技术路线演进 134 00:06:49,170 --> 00:06:51,610 产业正加速向低功耗 135 00:06:51,610 --> 00:06:57,819 线性可插拔光学器件及硅光子集成方向演进 136 00:06:57,819 --> 00:07:00,959 以替代传统高功耗架构 137 00:07:00,959 --> 00:07:02,660 国际厂商布局 138 00:07:02,660 --> 00:07:04,300 Coherent 139 00:07:04,300 --> 00:07:07,579 LUMINUM等国际领先厂商 140 00:07:07,579 --> 00:07:10,040 已启动产能扩张及技术布局 141 00:07:10,040 --> 00:07:12,399 抢占下一代市场先机 142 00:07:12,399 --> 00:07:14,000 中国台湾机遇 143 00:07:14,000 --> 00:07:17,990 中国台湾厂商在EML激光芯片 144 00:07:17,990 --> 00:07:20,769 模块封测等领域已建立优势 145 00:07:20,769 --> 00:07:25,158 正迎来切入1.6T供应链的关键窗口期 146 00:07:25,158 --> 00:07:27,860 好我们看一下今天市场的表现 147 00:07:27,860 --> 00:07:29,459 我们先看纳指期货 148 00:07:29,459 --> 00:07:30,879 今天是收低啊 149 00:07:30,879 --> 00:07:33,120 收出了小个儿的头儿的阴线哈 150 00:07:33,120 --> 00:07:35,350 个头比较小嗯 151 00:07:35,350 --> 00:07:36,509 空头强势吗 152 00:07:36,509 --> 00:07:37,560 不强势哈 153 00:07:37,560 --> 00:07:40,680 诶那么市场肯定是有需这个需求啊 154 00:07:40,680 --> 00:07:42,639 什么需求调整的需求啊 155 00:07:42,639 --> 00:07:45,560 呃因为这片涨得太快了哈 156 00:07:46,168 --> 00:07:47,968 所以我们看一下他的15分钟图 157 00:07:47,968 --> 00:07:50,588 你看至少在这里横了两天了哈 158 00:07:50,588 --> 00:07:52,988 那么后续呢也有可能在这一震 159 00:07:52,988 --> 00:07:54,620 这就不得而知了哈 160 00:07:54,620 --> 00:07:57,319 那么市场的停顿非常正常啊 161 00:07:57,319 --> 00:08:00,920 而不是熊市嗯 162 00:08:01,199 --> 00:08:02,639 呃这个回调啊 163 00:08:02,639 --> 00:08:03,720 他这个形态啊 164 00:08:03,720 --> 00:08:04,600 还有这个时长啊 165 00:08:04,600 --> 00:08:06,319 都不是太确定啊 166 00:08:06,319 --> 00:08:08,019 所以要耐心的观察哈 167 00:08:08,019 --> 00:08:11,170 不要轻易的去判断为熊市 168 00:08:12,439 --> 00:08:15,240 我们看一下罗素 169 00:08:15,240 --> 00:08:17,160 罗素也是创新高了对吧 170 00:08:17,160 --> 00:08:19,420 哎创新高之后的一个回调好 171 00:08:19,420 --> 00:08:20,600 今天虽然是阴线啊 172 00:08:20,600 --> 00:08:22,240 也还可以接受啊是吧 173 00:08:23,309 --> 00:08:24,509 好看一下 174 00:08:24,509 --> 00:08:25,908 道指也是类似哈 175 00:08:25,908 --> 00:08:27,779 道指还没有创新高啊 176 00:08:27,779 --> 00:08:30,500 呃可能接下来几周呢可能慢慢震荡上去 177 00:08:30,500 --> 00:08:33,100 震荡上行就可以了 178 00:08:33,379 --> 00:08:35,899 呃那么这个标普也是哈啊 179 00:08:35,899 --> 00:08:38,220 创新高之后的一个啊回调 180 00:08:38,220 --> 00:08:39,559 或者是这里震荡一下 181 00:08:40,429 --> 00:08:42,750 看下他在15分钟图啊 182 00:08:42,750 --> 00:08:46,830 都一样哈啊这个震荡的需求啊不可避免 183 00:08:48,259 --> 00:08:49,559 好这是这几个 184 00:08:49,559 --> 00:08:52,309 那我们看一下今天市场整体表现也不佳 185 00:08:52,309 --> 00:08:54,450 主要是大盘基本上都是收跌哈 186 00:08:54,450 --> 00:08:55,429 但即便如此呢 187 00:08:55,429 --> 00:08:58,789 也有个别的行业呢有一些反弹的迹象 188 00:08:58,789 --> 00:09:01,269 但不是太重要哈 189 00:09:02,340 --> 00:09:05,500 呃那么今天的领涨板块呢是医疗计划 190 00:09:05,500 --> 00:09:08,879 焦炭油气钻碳化学制品 191 00:09:08,879 --> 00:09:10,840 动力煤啊 192 00:09:10,840 --> 00:09:11,980 原油相关的哈 193 00:09:11,980 --> 00:09:13,759 还有这个计算机硬件也有 194 00:09:13,759 --> 00:09:18,350 那我们跟进比较多的还是这个对吧啊 195 00:09:18,350 --> 00:09:19,220 比如说戴尔 196 00:09:19,220 --> 00:09:20,740 那么对于戴尔来说呢 197 00:09:20,740 --> 00:09:22,360 我们之前跟进过这个图哈 198 00:09:22,360 --> 00:09:25,309 那我们乍一看这里是一个头肩底形态 199 00:09:25,309 --> 00:09:27,909 那么市场也确实走出了这样的一个形态的 200 00:09:27,909 --> 00:09:29,789 后续的波段诶 201 00:09:29,789 --> 00:09:31,830 不断的震荡上行啊 202 00:09:31,830 --> 00:09:33,559 非常明显哈 203 00:09:34,120 --> 00:09:36,200 那么之前如果你相信这个形态的话 204 00:09:36,200 --> 00:09:37,610 应该在这些区域做多 205 00:09:37,610 --> 00:09:40,090 我看他近期呢连涨了四天哈 206 00:09:40,090 --> 00:09:44,850 这里多头要提防随时这样的一些小回撤哈 207 00:09:45,139 --> 00:09:48,019 看一下他的15分钟图表啊 208 00:09:48,019 --> 00:09:49,100 非常直勾的哈 209 00:09:49,100 --> 00:09:51,399 也要提防回调 210 00:09:52,279 --> 00:09:54,039 好那么其他的行业呢 211 00:09:54,039 --> 00:09:57,279 我们之前也跟进过煤炭和这个原油相关的哈 212 00:09:57,279 --> 00:09:58,870 他们都属于能源类的 213 00:09:58,870 --> 00:10:00,110 那我们不妨看一个吧 214 00:10:00,110 --> 00:10:03,620 这个remark这个焦炭这个啊 215 00:10:03,620 --> 00:10:04,659 那么之前我们说啊 216 00:10:04,659 --> 00:10:06,659 在这个区域有可能是一个底部区域哈 217 00:10:06,659 --> 00:10:10,328 但是产呢没有完全啊向上突破这根下跌趋势线 218 00:10:10,328 --> 00:10:12,389 那今天有点突破的迹象哈 219 00:10:12,389 --> 00:10:14,828 但是呢今天的K线呢又有所回落 220 00:10:14,828 --> 00:10:16,369 所以接下来一到两周哈 221 00:10:16,369 --> 00:10:18,149 观察这片突破的可能性 222 00:10:18,149 --> 00:10:19,490 向上突破 223 00:10:19,490 --> 00:10:20,389 好 224 00:10:20,389 --> 00:10:22,809 我们回到我们的列表 225 00:10:23,309 --> 00:10:24,590 你看今天啊 226 00:10:24,590 --> 00:10:25,789 尽管大盘有些回调 227 00:10:25,789 --> 00:10:27,370 但是我们的龙头股中呢 228 00:10:27,370 --> 00:10:29,929 也有相当多的图表是在上涨 229 00:10:29,929 --> 00:10:32,090 我们看一下AAMD 230 00:10:32,090 --> 00:10:35,230 AAMD继续延续了强较为强劲的拉升哈 231 00:10:35,230 --> 00:10:36,639 今天是阳线 232 00:10:36,639 --> 00:10:38,600 不能踩顶 233 00:10:39,690 --> 00:10:41,250 我们看一下英特尔啊 234 00:10:41,250 --> 00:10:43,409 好英特尔今天是一个收涨哈 235 00:10:43,409 --> 00:10:44,870 收盘价比昨天高一点 236 00:10:44,870 --> 00:10:46,649 表面和大盘类似哈 237 00:10:46,649 --> 00:10:49,009 都是要高位高位洗个盘啊 238 00:10:49,009 --> 00:10:49,908 高位洗个盘 239 00:10:49,908 --> 00:10:52,899 他也是创了新高之后的一个停顿哈 240 00:10:53,259 --> 00:10:54,559 还不能踩顶啊 241 00:10:54,559 --> 00:10:56,299 看下它的15分钟图啊 242 00:10:56,299 --> 00:10:57,460 就是一个高位震荡哈 243 00:10:57,460 --> 00:10:59,429 目前看起来是吧 244 00:10:59,429 --> 00:11:01,250 哎今天就这样震一震 245 00:11:01,250 --> 00:11:03,429 而且今天收盘价比昨天要高啊 246 00:11:03,429 --> 00:11:04,789 所以 247 00:11:08,399 --> 00:11:11,940 好我们看一下博通诶 248 00:11:11,940 --> 00:11:13,799 博通也是高位的一个停顿好 249 00:11:13,799 --> 00:11:15,179 那么他还没有去创新高 250 00:11:15,179 --> 00:11:17,110 估计今天周二哈 251 00:11:17,110 --> 00:11:19,049 估计这周估计去创创新高 252 00:11:19,049 --> 00:11:21,299 就把左边最高点给突破上去 253 00:11:21,299 --> 00:11:23,600 我们看到今天空头也没什么力度啊 254 00:11:23,600 --> 00:11:25,019 掉下来就弹起来了 255 00:11:25,019 --> 00:11:26,700 看下15分钟图嗯 256 00:11:27,980 --> 00:11:29,980 目前是这样哈 257 00:11:32,279 --> 00:11:34,759 好我们看一下美光诶 258 00:11:34,759 --> 00:11:36,659 美光在这学了这么多天哈 259 00:11:36,659 --> 00:11:38,019 是要干嘛呢 260 00:11:38,019 --> 00:11:39,279 先不要去猜哈 261 00:11:39,279 --> 00:11:40,960 我们先顺势猜 262 00:11:41,320 --> 00:11:44,240 因为近期多头微型反转极为强势哈 263 00:11:44,240 --> 00:11:45,879 所以多头更强势啊 264 00:11:45,879 --> 00:11:47,240 这里呢只是一个停顿 265 00:11:47,240 --> 00:11:48,639 今天微涨一点点啊 266 00:11:48,639 --> 00:11:50,309 收盘价比昨天高一点点 267 00:11:50,309 --> 00:11:52,289 看下15分钟的感觉好 268 00:11:52,289 --> 00:11:53,590 这是一个高位横盘啊 269 00:11:53,590 --> 00:11:55,970 但是我们还是要带好一个止损点的对吧 270 00:11:55,970 --> 00:11:57,850 因为横盘有时候还在阻力区 271 00:11:57,850 --> 00:12:01,500 它也可以引发一个中等的一个回调哈 272 00:12:01,500 --> 00:12:03,340 但这个目前还没有啊 273 00:12:03,340 --> 00:12:06,200 所以我们看接下来能不能延续涨势 274 00:12:07,899 --> 00:12:08,860 看这几根黑线 275 00:12:08,860 --> 00:12:09,799 它挤在这里 276 00:12:09,799 --> 00:12:13,639 实际上就是不确定性好的表现哈 277 00:12:14,799 --> 00:12:16,879 好我们接下来看一下英伟达 278 00:12:16,879 --> 00:12:17,360 好 279 00:12:17,360 --> 00:12:19,279 英伟达今天是一根小阴线啊 280 00:12:19,279 --> 00:12:20,970 收跌1%左右 281 00:12:20,970 --> 00:12:22,090 空头强势吗 282 00:12:22,090 --> 00:12:22,889 不强势哈 283 00:12:22,889 --> 00:12:25,850 那么他也是在逐渐摸到高位哈 284 00:12:25,850 --> 00:12:27,500 摸到左侧最高点 285 00:12:27,500 --> 00:12:29,779 现在是一百九十九二百这一带啊 286 00:12:29,779 --> 00:12:32,440 那左侧最高价格是212 287 00:12:32,440 --> 00:12:35,860 估计这周看看能不能摸到哈 288 00:12:35,860 --> 00:12:37,179 或者是创新高 289 00:12:37,179 --> 00:12:39,929 我们看下他在15分钟图嗯 290 00:12:39,929 --> 00:12:41,809 它也是一个横盘哈 291 00:12:41,809 --> 00:12:44,409 横盘这种东西啊是吧 292 00:12:44,409 --> 00:12:46,889 你说横盘它是为了涨还是为了跌呢 293 00:12:46,889 --> 00:12:48,990 我觉得这还是上涨概率高一点啊 294 00:12:48,990 --> 00:12:52,000 嗯哎趋势线稍微宽松一点 295 00:12:52,000 --> 00:12:53,340 因为有时候稍微震一震 296 00:12:53,340 --> 00:12:55,849 然后就继续恢复上涨 297 00:12:56,009 --> 00:12:57,889 也不用看的太仔细啊 298 00:12:57,889 --> 00:12:59,009 所以这震来震去的 299 00:12:59,009 --> 00:13:00,788 你能猜顶还是猜猜什么的 300 00:13:00,788 --> 00:13:03,328 我觉得还是还是还是看中继啊 301 00:13:03,328 --> 00:13:04,889 当做上涨中继来看 302 00:13:04,889 --> 00:13:06,688 那么日线图上就是一个停顿哈 303 00:13:07,688 --> 00:13:10,960 谷歌今天是给出了一根儿稍微强势一点的阴线 304 00:13:10,960 --> 00:13:12,820 大家要注意可能的回调哈 305 00:13:12,820 --> 00:13:15,240 可能是这种级别的回调啊 306 00:13:15,240 --> 00:13:16,519 这就不得而知了哈 307 00:13:16,519 --> 00:13:18,820 我们看一下15分钟图嗯 308 00:13:18,820 --> 00:13:20,639 还是有一丢丢的回调的力度 309 00:13:20,639 --> 00:13:22,059 但如果明天微不起来哈 310 00:13:22,059 --> 00:13:23,740 那么可能就要稍微往下跌一下 311 00:13:24,779 --> 00:13:26,470 好对吧 312 00:13:26,470 --> 00:13:28,070 因为日线图刚刚给出啊 313 00:13:28,070 --> 00:13:29,710 这种空头这种感觉啊 314 00:13:29,710 --> 00:13:31,350 可能稍微跌再跌一根黑线 315 00:13:31,350 --> 00:13:35,174 这样哎稍微个横盘震荡也是可以的 316 00:13:36,230 --> 00:13:38,350 看下特斯拉也是一个回调哈 317 00:13:38,350 --> 00:13:40,409 那么第一浪没有敢做的朋友哈 318 00:13:40,409 --> 00:13:41,210 恭喜你啊 319 00:13:41,210 --> 00:13:43,419 现在这个回撤正在给出哈 320 00:13:43,419 --> 00:13:45,940 可能你需要在15分钟图上找到一个回撤 321 00:13:45,940 --> 00:13:46,700 止跌的架构 322 00:13:46,700 --> 00:13:47,860 再去恢复做多 323 00:13:47,860 --> 00:13:49,320 参与做多就可以了 324 00:13:49,320 --> 00:13:51,869 但目前还没有真正的止跌啊 325 00:13:51,869 --> 00:13:54,188 好今天为什么 326 00:13:54,188 --> 00:13:55,948 因为今天还是收出了阴线啊 327 00:13:56,989 --> 00:13:59,440 不过可以慢慢布局还是没有问题 328 00:13:59,799 --> 00:14:01,379 好我们看下苹果 329 00:14:01,379 --> 00:14:03,759 苹果今天也是出现了阴线哈 330 00:14:03,759 --> 00:14:06,600 它主要是在斜向方向上有一个阻力位哈 331 00:14:06,600 --> 00:14:07,929 要注意啊 332 00:14:07,929 --> 00:14:09,470 他是一个大型的形态哈 333 00:14:09,470 --> 00:14:12,539 那形态的交易者在这里是选择了离场 334 00:14:12,539 --> 00:14:14,019 应该选择做空啊 335 00:14:14,019 --> 00:14:15,799 那么接下来看看止跌的情况 336 00:14:15,799 --> 00:14:17,899 那么大趋势的交易者不用理睬 337 00:14:17,899 --> 00:14:19,720 不用理睬好 338 00:14:19,720 --> 00:14:21,080 今天的消息面啊 339 00:14:21,080 --> 00:14:24,039 对于苹果来说也比较重要哈 340 00:14:24,840 --> 00:14:27,860 其他的图表我们看下circle啊 341 00:14:27,860 --> 00:14:29,019 SQL也还行啊 342 00:14:29,019 --> 00:14:31,500 这一浪的多头进场之后继续持仓啊 343 00:14:31,500 --> 00:14:33,240 目前不构成决策啊 344 00:14:33,240 --> 00:14:36,509 不需要处理好吧好 345 00:14:36,509 --> 00:14:39,009 最后呢欢迎大家去看我们的会员内容哈 346 00:14:39,009 --> 00:14:40,649 我们昨天的内容在这里 347 00:14:40,649 --> 00:14:42,740 高阶会员内容在这里哈 348 00:14:42,740 --> 00:14:45,639 我们待会儿继续录制上面这个拜拜
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