【NaNa说美股】20260423又加了个画线的！

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大家好

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欢迎回到蛋蛋说美股

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今天是4月23号周四

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美股日内大起大落

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小作文满天飞

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午盘前还一直保持坚挺

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以色列已经做好了重启与伊朗战争的准备

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只等美国的绿灯

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美股都不带害怕的

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而新生人也凑热闹

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报道称

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据伊朗消息人士透露

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美姨的谈判准备工作

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可能在今晚或者明天就取得突破

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那一刻

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多头们甚至都已经准备好

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庆祝美伊和谈的香槟了

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股指呢一路震荡上行

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但是到了下午一点左右

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股指突然跳水

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直插以色列N12新闻

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认出了一枚重磅炸弹呃

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在革命卫队介入后

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伊朗议会议长卡利巴夫已经辞去了谈判团职务

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这个信号再明确不过

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拿笔的文官被拿枪的强硬派呢给踢出了局

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而且以色列还评估称

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伊朗境内新一轮冲突似乎即将爆发呃

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市场风险情绪就迅速减弱

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还没等大家消化完这消息呢

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恐慌情绪就瞬间爆表

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股指直插地板

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就在空头扬眉吐气

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终于这个银奶下跌

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散户准备割肉的时候呢

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反转又来了

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以色列官方赶紧出来辟谣

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称没有对伊朗发动任何空袭哈

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与伊朗的停火协议现状没有改变

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巴铁更是出来充当和事佬说哎呀

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僵局是有

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但是呢美伊谈判仍在继续

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这些话安抚了市场

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股指马上就是一记旱地拔葱又拉起来了

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收复了大部分的失地

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虽然最终三大股指还是集体收跌

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但是好歹没有引发踩踏

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波动率指数一次日内一度冲到了21.6

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随后重新回落到20下方

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最近WX一直在17以上徘徊

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没有继续下降到14以下的水平

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在川普时代

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市场维持高波动性可能会是一个常态

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国际油价呢继续走高

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但市场对此反应冷淡

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油价在90~100美元以内

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属于地缘政治溢价

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市场觉得这是暂时的

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只要不打地面战

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100亿美元以下的波动哈

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都只是噪音

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得涨到100美元以上

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并且能够持血

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才会量变引起质变

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那个时候美联储与市场就没办法继续装瞎了

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转而就会演变为对二次通胀的恐惧

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但这得看这个霍尔木兹海峡那边会如何演变呃

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标普500指数日K呢收出了一根阴险大十字星

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连续五个交易日在7150到

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7200点的阻力区下方徘徊

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这根十字星也说明下方承接力非常的强

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7060点附近的买盘非常稳健

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形成了直接支撑

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而金钱点这个心理防线

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那更是多头坚固的护城河

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目前呢

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市场更关注企业盈利能力和人工智能增长

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而并非地缘政治新闻

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只要利率不因为油价飙升而被迫转为加息

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那股市就能够靠惯性支撑住

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至少呃这个可以高位盘

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整到几个科技巨头们出财报

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今天日内这一场跳水哈

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更像是一次高位深蹲

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顺便把胆子小的资金给洗掉

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最离谱的呢还是费城半导体指数

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连续第17个交易日上涨

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这种走势已经不能够用牛市来形容了

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这简直就是牛魔王附体

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不过呢今天日K的上影线比较长

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说明在盘中冲高的过程中

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还是有部分资金开始恐慌性止盈

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但是盘后英特尔财报呃

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这个股价大涨

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提振板块情绪

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如果明天费半能继续收出一根阳线

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吞掉今天这根上影线的话

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那非斑还是可以继续分神

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若是明天收阴线

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并且吞没今天的实体哈

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那这一根长上影线

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就可能是阶段性建立的避雷针

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我们看单根K线不能够立即呃做出判断哈

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得看呃隔天的收出的K线形态嗯

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才会更确定一些个股方面呢

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英特尔盘后公布财报

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公司一季度营收135.8亿美元

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同比增长7%

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好于预期

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123.6亿美元

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其中数据中心与AI营收50.5亿美元

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同比增长22%

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超过预期的44亿美元

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代工业务营收54.2亿美元

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同比增长16%

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超过预期48亿美元

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调整后每股收益29美分

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同比激增123%

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大幅好于预期的医美分

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毛利率41%

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高于预期的34.5%

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公司预计二季度营收

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138亿到148亿美元之间

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好于预计130.4亿美元

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同比呢增长大约7%到15%

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预计Q2调整后每股收益20美分额

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同比大增166%哈

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也远好于预期的九美分

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公司高管表示

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我们实现了强劲的第一季度业绩

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即这反映了CPU在AI时代日益增长

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而且不可或缺的作用

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以及对硅片的空前需求

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同时代工业务的改善呢也按部就班地推进

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英特尔首席财务官还表示

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公司正在提高芯片价格与反应不断增加的成本

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一些涨幅已经体现在第一季度业绩中

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展现在盘后大涨

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英特尔的财报把arm盘后也给带飞了

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因为arm现在也做CPU生意嘛

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还有那个万年老2AAMD哈

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全都在创新高

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AI硬件板块真的就是轮流炒GPU

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Cpu

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光模块

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存储材料设备

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光刻机

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数据中心

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电力等等等等

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难怪热钱全都扎堆在里面

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真的就如那个英伟达老黄所说的

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这个是AI大基建的红利时代

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相比起来软件就很惨淡了

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今天IGV被ServiceNow给一脚踹翻了呃

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走势明显的转弱

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抛售潮卷土重来

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终结了此前连续八天的上涨势头

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目前还不清楚

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这一波反弹到底是趋势反转呢

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还是长达七个月下跌中的技术性喘息空间

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目前IGV距离2025年高点

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仍有接近30%的跌幅

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未来几周

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更多的软件企业财报或许会揭晓这个答案

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但是大部分的软件巨头要到5月下旬

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甚至6月初才披露业绩

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所以短期市场还得继续盲人摸象

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ServiceNow是打破这个软件幻想的导火索

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创下2020年3月以来最大单日跌幅

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财报虽然不差

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季度利润和营收都符合华尔街预期

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业绩稳健

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但是不够亮眼

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嗯年增长率稳定在20%左右

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低于2021年30%左右的分值

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投资者呢现在是不仅关注公司的营收增长

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更希望看到实质性的AI收入

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还以此证明这些软件公司是AI的受益者

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而并非被淘汰者

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所以ServiceNow这一份财报难以消除AI冲击的疑虑

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这就是他今天遭到抛售的最大的原因

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IBM也没能躲过去

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虽然一季度营收与利润都超出分析师预期

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但是受宏观不确定性影响

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公司维持了原先的全年指引不变

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作为公司核心增长引擎的软件业务

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增速没有惊喜

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软件业务应收呃

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70.5亿美元

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同比增长11%

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只是符合预期而已

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咨询业务更是几乎停滞

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这让投资者对AI

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颠覆IBM的传统业务的担忧就挥之不去嗯

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甲骨文呢股价回落

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目前还在关键

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仅限170一上方震荡

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只要不破位

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那这个多头结构哈还是在的呃

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万一要是跌破了

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那趋势就要重新转弱

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adobe呢宣布了250亿美元回购股票来护盘

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但是今年股价照样大跌

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很明显啊

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市场已经不吃这一套了

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投资者对公司的前景依然抱有疑虑

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前阵子软件股大反弹

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耳朵比几乎都没怎么涨

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本身就偏弱

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现在情绪一转

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优先挨打

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SMCI呢再遭利空打击

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独立研究机构爆料称

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公司丢掉了甲骨文

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一笔11亿到14亿美元的大单呃

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据说这个事情与此前SMCI联合创始人

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被那个联邦法院起诉并且逮捕的事件有关

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如果属实的话

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00:09:14,948 --> 00:09:16,908
这对市场信心打击不小哈

220
00:09:16,908 --> 00:09:18,889
在这家公司内部合规问题

221
00:09:18,889 --> 00:09:21,578
短期的不确定性呢明显上升

222
00:09:21,578 --> 00:09:24,418
特斯拉股价财报后上演过山车

223
00:09:24,418 --> 00:09:25,438
先涨后跌

224
00:09:25,438 --> 00:09:27,889
盘中海多空激烈拉锯

225
00:09:27,889 --> 00:09:30,269
公司Q1业绩整体超预期

226
00:09:30,269 --> 00:09:31,240
毛利率改善

227
00:09:31,240 --> 00:09:33,440
FSD业务呢表现亮眼

228
00:09:33,440 --> 00:09:37,000
但是2026年资本支出250亿美元

229
00:09:37,000 --> 00:09:40,769
这要远超此前大约200亿美元的指引

230
00:09:40,769 --> 00:09:44,200
甚至超过了公司去年全年的利润

231
00:09:44,200 --> 00:09:47,519
这笔钱将主要投入到AI欧布达XC

232
00:09:47,519 --> 00:09:49,940
还有这个擎天柱的未来布局中

233
00:09:49,940 --> 00:09:53,960
虽然这体现了特斯拉从传统车企向AI公司

234
00:09:53,960 --> 00:09:55,120
转型的决心

235
00:09:55,120 --> 00:09:56,200
方向没有问题

236
00:09:56,200 --> 00:09:57,340
故事也很性感

237
00:09:57,340 --> 00:10:00,559
但市场担心短期现金流压力过大

238
00:10:00,559 --> 00:10:02,779
特斯拉这个股票就和数字货币一样

239
00:10:02,779 --> 00:10:04,210
全是资金盘

240
00:10:04,210 --> 00:10:08,570
要是一本正经的按技术面基本面去分析这股票

241
00:10:08,570 --> 00:10:09,909
那完全不适用哈

242
00:10:09,909 --> 00:10:12,500
科技信仰股不看行不行

243
00:10:12,500 --> 00:10:13,990
只看你信不信

244
00:10:13,990 --> 00:10:17,549
联合租赁公司呢一季度业绩全面超预期

245
00:10:17,549 --> 00:10:18,669
利润率回升

246
00:10:18,669 --> 00:10:20,610
管理层上调全年指引

247
00:10:20,610 --> 00:10:22,090
股价今天跳空高开

248
00:10:22,090 --> 00:10:23,519
暴涨了23%

249
00:10:23,519 --> 00:10:24,559
今天零涨

250
00:10:24,559 --> 00:10:26,328
标普500指数成分股

251
00:10:26,328 --> 00:10:30,548
瑜伽裤大佬lu lemon今天直接被市场用脚投票

252
00:10:30,548 --> 00:10:33,109
股价跳空大跌13.3%

253
00:10:33,109 --> 00:10:35,370
创2020年3月以来新低

254
00:10:35,370 --> 00:10:37,929
公司任命耐克前高管

255
00:10:37,929 --> 00:10:40,730
海迪奥尼尔为下一任首席执行官

256
00:10:40,730 --> 00:10:42,599
9月份正式上任

257
00:10:42,599 --> 00:10:45,519
投资者似乎并不认可这个人选哈

258
00:10:45,519 --> 00:10:47,450
所以引发了日内抛售潮

259
00:10:47,450 --> 00:10:48,169
ONNEO呢

260
00:10:48,169 --> 00:10:51,210
他在耐克任职超过25年

261
00:10:51,210 --> 00:10:54,309
曾负责全球直接面向消费者

262
00:10:54,309 --> 00:10:56,690
以数字业务履历很强

263
00:10:56,690 --> 00:10:58,470
但是他在那一刻期间

264
00:10:58,470 --> 00:11:02,940
刚好就踩在这个公司战略失误周期里

265
00:11:02,940 --> 00:11:06,480
而且呢耐克在过去5年股价表现也同样惨淡

266
00:11:06,480 --> 00:11:10,159
这让投资者对于他能否带领lulu lemon走出困境

267
00:11:10,159 --> 00:11:11,470
持怀疑的态度

268
00:11:11,470 --> 00:11:13,230
你连耐克都没有搞好

269
00:11:13,230 --> 00:11:15,759
你还能够拯救lulu lemon吗

270
00:11:15,759 --> 00:11:19,399
罗罗lemon股价呢自2023年底高点以来

271
00:11:19,399 --> 00:11:21,440
跌幅已经超过72%

272
00:11:21,440 --> 00:11:22,399
即便如此哈

273
00:11:22,399 --> 00:11:25,019
我依然对这个股票嗯没什么兴趣

274
00:11:25,019 --> 00:11:28,389
因为服装行业的竞争实在是太激烈了

275
00:11:28,389 --> 00:11:31,450
现在又不是当初疫情居家

276
00:11:31,450 --> 00:11:34,090
那个时候也不是美联储大放水

277
00:11:34,090 --> 00:11:37,279
这个热嗯流动性洪水泛滥的时期

278
00:11:37,279 --> 00:11:40,059
热气现在全都扎堆跑去炒AI

279
00:11:40,059 --> 00:11:40,990
炒科技

280
00:11:40,990 --> 00:11:44,490
美股市场里比它好的标题实在是太多了

281
00:11:44,490 --> 00:11:46,049
不值得去买它哈

282
00:11:46,049 --> 00:11:48,969
实在要是想不开买这个的话

283
00:11:48,969 --> 00:11:52,519
那还不如去买耐克或者去买联合健康呢

284
00:11:52,519 --> 00:11:54,759
安徽市股价今天闪崩啊

285
00:11:54,759 --> 00:11:57,940
其实昨天冲高回落就暴跌了38%

286
00:12:00,000 --> 00:12:01,620
盘中因为波动过大

287
00:12:01,620 --> 00:12:02,679
多次熔断

288
00:12:02,679 --> 00:12:06,870
直接就把此前这一轮噶空行情一把清零了

289
00:12:06,870 --> 00:12:10,350
看来大股东和背后主力开始高位出货了

290
00:12:10,350 --> 00:12:14,190
但是鉴于这股票流通盘仍然高度锁定

291
00:12:14,190 --> 00:12:16,190
空头仓位依然很高

292
00:12:16,190 --> 00:12:18,809
短期多空博弈可能还没有结束

293
00:12:18,809 --> 00:12:22,629
这种票呢短期期权千万不要乱卖哈

294
00:12:22,629 --> 00:12:25,009
尤其是裸卖那个call啊

295
00:12:25,009 --> 00:12:26,470
那简直就是作死

296
00:12:26,470 --> 00:12:27,649
收益有限

297
00:12:27,649 --> 00:12:29,029
风险无限高

298
00:12:29,029 --> 00:12:30,370
要么你不参与

299
00:12:30,370 --> 00:12:31,629
就旁边看戏

300
00:12:31,629 --> 00:12:32,610
长见识

301
00:12:32,610 --> 00:12:33,970
要是冲进火场

302
00:12:33,970 --> 00:12:36,529
一定要严格控制仓位和风险

303
00:12:36,529 --> 00:12:39,159
美国运通Q1业绩稳健

304
00:12:39,159 --> 00:12:40,759
但是股价照样下跌

305
00:12:40,759 --> 00:12:42,639
赌财报就是这么不讲理

306
00:12:42,639 --> 00:12:45,690
并不是你业绩好就股价就一定涨是吧

307
00:12:45,690 --> 00:12:48,549
季度营收同比增长11.4%

308
00:12:48,549 --> 00:12:50,649
净利润29.7亿美元

309
00:12:50,649 --> 00:12:52,230
同比增长15%

310
00:12:52,230 --> 00:12:54,889
高端用户消费呢依然坚挺

311
00:12:54,889 --> 00:12:56,029
公司高管表示

312
00:12:56,029 --> 00:12:58,210
今年开局非常强劲

313
00:12:58,210 --> 00:13:01,809
旅游和娱乐需求支撑了消费趋势

314
00:13:01,809 --> 00:13:06,460
有信心可以实现嗯可持续的长期增长

315
00:13:06,460 --> 00:13:08,279
但是公司这么乐观

316
00:13:08,279 --> 00:13:10,279
却没有上调全面指引

317
00:13:10,279 --> 00:13:11,799
同时还要加大支出

318
00:13:11,799 --> 00:13:14,610
导致投资者情绪就有所减弱

319
00:13:14,610 --> 00:13:15,950
与此同时嗯

320
00:13:15,950 --> 00:13:19,299
公司的信用卡发行量呢也呈现放缓的迹象

321
00:13:19,299 --> 00:13:22,700
本季度新增信用卡数量为三百十万张

322
00:13:22,700 --> 00:13:25,289
低于去年同期340万张

323
00:13:25,289 --> 00:13:28,019
这也对股价可能就造成了一些压力

324
00:13:28,019 --> 00:13:29,519
军工股继续走弱

325
00:13:29,519 --> 00:13:32,700
行业龙头i mt股价跌4.6%

326
00:13:32,700 --> 00:13:35,679
公司第一季度营收180.2亿美元

327
00:13:35,679 --> 00:13:36,950
略低于预期

328
00:13:36,950 --> 00:13:38,830
每股收益6.44美元

329
00:13:38,830 --> 00:13:40,129
也同比下滑

330
00:13:40,129 --> 00:13:41,429
前几天嗯

331
00:13:41,429 --> 00:13:42,309
Lol bgm

332
00:13:42,309 --> 00:13:44,200
还有雷神财报那么好

333
00:13:44,200 --> 00:13:45,620
利润都快翻倍了哈

334
00:13:45,620 --> 00:13:47,080
他们股价都下跌

335
00:13:47,080 --> 00:13:49,659
mt这个财报还不仅是残余期呢

336
00:13:49,659 --> 00:13:51,490
所以跌的一点都不冤枉

337
00:13:51,490 --> 00:13:53,049
看周线级别的话

338
00:13:53,049 --> 00:13:54,090
前面几个波段

339
00:13:54,090 --> 00:13:56,750
它的股价都是跌到120周均线

340
00:13:56,750 --> 00:14:00,100
或者200周均线才真正止跌反转

341
00:14:00,100 --> 00:14:01,480
那这次咱们也看看

342
00:14:01,480 --> 00:14:04,259
是不是会至少跌到120周均线

343
00:14:04,259 --> 00:14:06,750
458美元附近再进场

344
00:14:06,750 --> 00:14:09,169
中概股今天普遍走低

345
00:14:09,169 --> 00:14:11,409
据英国金融时报报道称

346
00:14:11,409 --> 00:14:14,620
美国指责中国窃取人工智能技术

347
00:14:14,620 --> 00:14:17,740
哎不过这呃政治新闻问题不大啦

348
00:14:17,740 --> 00:14:21,340
如果5月份川普确定要访问中国的话

349
00:14:21,340 --> 00:14:23,950
那他们见面之前不会闹得太难看

350
00:14:23,950 --> 00:14:25,509
中概股的问题啊

351
00:14:25,509 --> 00:14:27,210
主要还是港股那边

352
00:14:27,210 --> 00:14:29,899
恒生科技最近走的实在太弱了哈

353
00:14:29,899 --> 00:14:32,440
远远落后于全球股市

354
00:14:32,440 --> 00:14:35,830
你看那个韩国台湾股市全都上天了

355
00:14:35,830 --> 00:14:38,500
港股这边还趴在地上装死呢

356
00:14:38,500 --> 00:14:40,779
这辈子无论犯了什么错哈

357
00:14:40,779 --> 00:14:45,360
纵餐横科都可以赎罪了行今天我们就说到这里

358
00:14:45,360 --> 00:14:47,539
那我们明天见拜拜

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