投资要有风险意识

1
00:00:00,160 --> 00:00:03,779
啊我前两天啊我提醒这些粉丝啊

2
00:00:03,779 --> 00:00:07,330
一定不要买app这家公司的股票

3
00:00:07,330 --> 00:00:10,050
你猜这家公司这两天跌了多少多少

4
00:00:10,050 --> 00:00:11,739
腰斩了十

5
00:00:11,739 --> 00:00:12,579
市值的话

6
00:00:12,579 --> 00:00:14,618
从将近4000亿先跌到1000多亿了

7
00:00:14,618 --> 00:00:15,259
恐怖吧

8
00:00:15,259 --> 00:00:16,178
太恐怖了

9
00:00:16,178 --> 00:00:19,679
你知道这个股票当时是我怎么知道他作假了吗

10
00:00:19,679 --> 00:00:20,660
怎么知道的

11
00:00:20,660 --> 00:00:22,980
就是我们超级会员群有个叔叔啊

12
00:00:22,980 --> 00:00:23,679
他做游戏的

13
00:00:23,679 --> 00:00:25,160
他一年赚10亿美金

14
00:00:25,160 --> 00:00:28,480
他跟app的这个老板呢还挺熟的

15
00:00:28,480 --> 00:00:29,679
然后他来我们家的时候

16
00:00:29,679 --> 00:00:30,839
喝酒的时候跟我说的

17
00:00:30,839 --> 00:00:31,960
然后说完之后呢

18
00:00:31,960 --> 00:00:34,780
我就提醒那个会员听的人千万别碰

19
00:00:34,780 --> 00:00:37,859
结果你知道他是去年11月份

20
00:00:37,859 --> 00:00:39,560
10月到11月份

21
00:00:39,560 --> 00:00:41,539
当时说的到现在才三个多月

22
00:00:41,539 --> 00:00:42,340
股价也腰斩

23
00:00:42,340 --> 00:00:42,740
在腰斩

24
00:00:42,740 --> 00:00:43,200
知道吧

25
00:00:43,200 --> 00:00:44,759
恐怖吧太恐怖了

26
00:00:44,759 --> 00:00:45,020
对啊

27
00:00:45,020 --> 00:00:45,780
你想想一个股

28
00:00:45,780 --> 00:00:47,799
一个公司从4000亿掉到1000多亿

29
00:00:47,799 --> 00:00:49,340
是不是非常非常的惊人呀

30
00:00:49,340 --> 00:00:50,399
要是有人买多了

31
00:00:50,399 --> 00:00:51,600
那不得直接跳楼了

32
00:00:51,600 --> 00:00:52,630
要对呀

33
00:00:52,630 --> 00:00:54,229
实际上股票我跟你讲哈

34
00:00:54,229 --> 00:00:56,189
美股是非常非常凶残的

35
00:00:56,189 --> 00:00:57,789
虽然说美股很好赚钱

36
00:00:57,789 --> 00:00:59,570
但是它跌起来很快

37
00:00:59,570 --> 00:01:01,250
你知道美股为什么不能这么大吗

38
00:01:01,250 --> 00:01:02,109
为啥

39
00:01:02,109 --> 00:01:03,490
因为他有做空机制

40
00:01:03,490 --> 00:01:07,439
比如说加家公司高估了他的业绩不及预期啊

41
00:01:07,439 --> 00:01:10,200
或者他呢就是就是预期啊

42
00:01:10,200 --> 00:01:11,260
预期不好

43
00:01:11,260 --> 00:01:12,819
就比如说指引不好

44
00:01:12,819 --> 00:01:14,019
立马就会暴跌

45
00:01:14,019 --> 00:01:15,019
而且跌起来之后

46
00:01:15,019 --> 00:01:16,219
你知道它掉到什么程度吧

47
00:01:16,219 --> 00:01:17,099
什么程度

48
00:01:17,099 --> 00:01:18,579
他一晚上可以跌90%

49
00:01:18,579 --> 00:01:19,480
恐怖吧

50
00:01:19,480 --> 00:01:20,739
哼对呀

51
00:01:20,739 --> 00:01:21,420
所以我跟你讲啊

52
00:01:21,420 --> 00:01:23,358
就是赚钱这个事呢

53
00:01:23,358 --> 00:01:24,858
他要求非常非常专业

54
00:01:24,858 --> 00:01:26,259
你知道我是怎么做到

55
00:01:26,259 --> 00:01:27,519
不管大盘怎么跌

56
00:01:27,519 --> 00:01:29,939
我的这个很稳定

57
00:01:29,939 --> 00:01:30,859
你知道怎么做到的吗

58
00:01:30,859 --> 00:01:33,180
你非常了解啊哈哈

59
00:01:33,180 --> 00:01:35,879
首先第一个呢不熟悉的间接不碰

60
00:01:35,879 --> 00:01:38,920
那第二个呢就是如果说你想买

61
00:01:38,920 --> 00:01:41,280
但是呢你对他心里有低谷

62
00:01:41,280 --> 00:01:42,950
你就不要给他重仓

63
00:01:42,950 --> 00:01:44,409
你那第三点是什么吗

64
00:01:44,409 --> 00:01:45,209
是什么

65
00:01:45,209 --> 00:01:48,090
第三点就是如果你不会做仓位配置

66
00:01:48,090 --> 00:01:50,909
那你最好你不要买很多股票

67
00:01:50,909 --> 00:01:52,010
你要买很多股票

68
00:01:52,010 --> 00:01:52,810
你要被仓位配置

69
00:01:52,810 --> 00:01:56,750
你知道我是怎么样把整个整个资产的配置

70
00:01:56,750 --> 00:01:58,620
做到波澜起伏

71
00:01:58,620 --> 00:02:00,000
基本上不会很大

72
00:02:00,000 --> 00:02:00,939
你知道怎么做到的吧

73
00:02:00,939 --> 00:02:01,879
怎么做的

74
00:02:01,879 --> 00:02:03,560
比如说昨天大盘暴跌啊

75
00:02:03,560 --> 00:02:04,760
半导体暴跌啊

76
00:02:04,760 --> 00:02:05,730
AI软件暴跌

77
00:02:05,730 --> 00:02:09,939
但是呢我的这个整个盘面呢基本上不怎么跌

78
00:02:09,939 --> 00:02:12,800
因为我爸这个资金呢分为三块

79
00:02:12,800 --> 00:02:14,680
第一块呢就是进攻啊

80
00:02:14,680 --> 00:02:17,419
就AI相关的啊啊无论是谷歌呀

81
00:02:17,419 --> 00:02:18,360
还微软啊

82
00:02:18,360 --> 00:02:19,840
还是数据中心啊

83
00:02:19,840 --> 00:02:20,879
还是芯片呢

84
00:02:20,879 --> 00:02:21,900
还有存储啊

85
00:02:21,900 --> 00:02:23,360
首先呢我买的很便宜

86
00:02:23,360 --> 00:02:24,400
我就拿了将近一年

87
00:02:24,400 --> 00:02:26,169
我不动都翻了几倍了

88
00:02:26,169 --> 00:02:28,870
第二个呢我有防守组合

89
00:02:28,870 --> 00:02:29,889
防守就分为两块

90
00:02:29,889 --> 00:02:31,930
一个是消费穿越牛熊啊

91
00:02:31,930 --> 00:02:32,969
我的消费今年涨的很好

92
00:02:32,969 --> 00:02:34,370
比如德克士户外啊

93
00:02:34,370 --> 00:02:38,259
比如说这个啊巴菲特的下面的一个啤酒品牌啊

94
00:02:38,259 --> 00:02:40,659
再比如说啊我还买了这个公共事业

95
00:02:40,659 --> 00:02:44,269
我你知道前两天我们家不是装用的这个宽带

96
00:02:44,269 --> 00:02:44,769
你知道吧

97
00:02:44,769 --> 00:02:48,998
就cox cos当时是被特委通讯并购了嘛

98
00:02:48,998 --> 00:02:51,218
当时呢我就给群里的叔叔讲

99
00:02:51,218 --> 00:02:52,889
这家公司呢是吧

100
00:02:52,889 --> 00:02:54,050
已经破净了200块钱

101
00:02:54,050 --> 00:02:55,129
基本上破净了嘛

102
00:02:55,129 --> 00:02:57,689
我说而且呢它回购率非常非常高啊

103
00:02:57,689 --> 00:03:00,259
回购率占占它的市值的15%到20

104
00:03:00,259 --> 00:03:02,539
是不是这家公司5年就能回本啊

105
00:03:02,539 --> 00:03:04,740
五倍P115%到20的回购

106
00:03:04,740 --> 00:03:05,960
再加上cos并购

107
00:03:05,960 --> 00:03:06,900
是不是多重利好

108
00:03:06,900 --> 00:03:08,639
这家公司在200以下

109
00:03:08,639 --> 00:03:09,819
是不是有安全边际啊

110
00:03:09,819 --> 00:03:11,240
嗯你知道现在涨了多少吗

111
00:03:11,240 --> 00:03:14,530
多少从我推荐到现在涨了30%了哇

112
00:03:14,530 --> 00:03:17,189
所以你看啊我们就安了个宽带

113
00:03:17,189 --> 00:03:19,919
结果就赚了几十年的宽带的钱

114
00:03:19,919 --> 00:03:21,379
我们每个月的网费200

115
00:03:21,379 --> 00:03:22,840
一年2400哈哈

116
00:03:22,840 --> 00:03:24,719
但是我们赚了几十倍的宽带的钱

117
00:03:24,719 --> 00:03:25,539
你觉得怎么样

118
00:03:25,539 --> 00:03:27,139
很可以对呀

119
00:03:27,139 --> 00:03:28,360
你看我们现在呢

120
00:03:28,360 --> 00:03:32,009
我们现在电费是让爱迪生给交的

121
00:03:32,009 --> 00:03:34,090
爱迪生每个月交400电费

122
00:03:34,090 --> 00:03:36,349
但是呢分红就完全覆盖电费了

123
00:03:36,349 --> 00:03:41,000
然后呢网费啊是要cos是给教的对吧

124
00:03:41,000 --> 00:03:43,539
然后呢还有啊就是你的鞋

125
00:03:43,539 --> 00:03:45,360
你知道这双鞋它都是户外啊

126
00:03:45,360 --> 00:03:46,620
烘卡红海鞋

127
00:03:46,620 --> 00:03:47,599
你知道赚多少钱吗

128
00:03:47,599 --> 00:03:48,560
赚多少

129
00:03:48,560 --> 00:03:51,740
你这辈子穿的鞋都是德克士户外给贡献的

130
00:03:51,740 --> 00:03:53,139
哦对呀

131
00:03:53,139 --> 00:03:54,740
还有这个TMOBI

132
00:03:54,740 --> 00:03:56,560
就是你现在用的电话卡

133
00:03:56,560 --> 00:04:00,080
也是哼哼美国电话电报给供电的

134
00:04:00,080 --> 00:04:02,509
所以相当于我们的吃喝住用行

135
00:04:02,509 --> 00:04:04,669
基本上我们用谁的

136
00:04:04,669 --> 00:04:05,550
就是谁给贡献

137
00:04:05,550 --> 00:04:07,189
你觉得怎么样很不错

138
00:04:07,189 --> 00:04:08,469
而且他每个季度给你分红

139
00:04:08,469 --> 00:04:10,509
分的红完全覆盖你的所有开支

140
00:04:10,509 --> 00:04:11,449
你觉得这样的话

141
00:04:11,449 --> 00:04:12,629
在美国还能创业吗

142
00:04:12,629 --> 00:04:14,590
不用相当于很多公司给你打工

143
00:04:14,590 --> 00:04:15,509
对不对对

144
00:04:15,509 --> 00:04:17,629
你知道为什么我在美国这么悠闲了吧

145
00:04:17,629 --> 00:04:20,500
嗯就是一定要学会投资

146
00:04:20,500 --> 00:04:22,379
而且你看我给很多叔叔讲啊

147
00:04:22,379 --> 00:04:23,279
现在这个时代

148
00:04:23,279 --> 00:04:25,319
你觉得他是通货膨胀还是通货紧缩

149
00:04:25,319 --> 00:04:27,160
通货膨胀没错

150
00:04:27,160 --> 00:04:30,810
就是每个政府呢他都会大放水

151
00:04:30,810 --> 00:04:32,430
能理解什么叫大放水吧

152
00:04:32,430 --> 00:04:33,689
能大放水

153
00:04:33,689 --> 00:04:34,569
就是这个国家

154
00:04:34,569 --> 00:04:36,350
比如说美国现在有40万亿的债务

155
00:04:36,350 --> 00:04:37,449
他怎么解决债务啊

156
00:04:37,449 --> 00:04:38,490
他要靠纳税啊

157
00:04:38,490 --> 00:04:40,168
靠企业交税啊

158
00:04:40,168 --> 00:04:40,889
包括个人交税

159
00:04:40,889 --> 00:04:41,949
你觉得他能覆盖吗

160
00:04:41,949 --> 00:04:43,149
不够对呀

161
00:04:43,149 --> 00:04:45,369
他是你看啊是10万亿哈

162
00:04:45,369 --> 00:04:48,259
每年光这个利息就拿四个点利息来讲的话

163
00:04:48,259 --> 00:04:52,189
一年就光光那利息支出1.5到到1.6万亿

164
00:04:52,189 --> 00:04:54,149
那你说多少钱能挣这么多利息

165
00:04:54,149 --> 00:04:54,810
对不对

166
00:04:54,810 --> 00:04:55,389
你看怎么办

167
00:04:55,389 --> 00:04:56,589
是不是疯狂的印钞呀

168
00:04:56,589 --> 00:04:57,209
没错

169
00:04:57,209 --> 00:04:58,649
你知道中国的债务多少吗

170
00:05:02,139 --> 00:05:03,699
就就一两百万亿

171
00:05:03,699 --> 00:05:04,610
恐怖吧

172
00:05:04,610 --> 00:05:05,930
比美国其实还恐怖

173
00:05:05,930 --> 00:05:06,449
你知道吗

174
00:05:06,449 --> 00:05:07,290
这还是城头

175
00:05:07,290 --> 00:05:10,500
在你知道这些其他的像那些国有企业

176
00:05:10,500 --> 00:05:11,519
你知道负债多少吗

177
00:05:11,519 --> 00:05:13,459
多少中国目前的负债

178
00:05:13,459 --> 00:05:14,339
如果我没猜错的话

179
00:05:14,339 --> 00:05:17,100
至少啊两三百万亿之多

180
00:05:17,220 --> 00:05:18,060
你说什么概念

181
00:05:18,060 --> 00:05:19,379
有很多公司都资不抵债了

182
00:05:19,379 --> 00:05:19,740
你知道吗

183
00:05:19,740 --> 00:05:21,019
你光你看光一个恒大

184
00:05:21,019 --> 00:05:22,579
关于恒大就负债多少了

185
00:05:22,579 --> 00:05:23,319
就12万亿

186
00:05:23,319 --> 00:05:24,240
懂吗

187
00:05:24,240 --> 00:05:24,779
对呀

188
00:05:24,779 --> 00:05:25,579
一个民营企业

189
00:05:25,579 --> 00:05:26,720
国有企业更不用讲

190
00:05:28,220 --> 00:05:31,470
你看那个那些那些那些地产公司吧

191
00:05:31,470 --> 00:05:33,449
那些很多公司都是高额负债

192
00:05:33,449 --> 00:05:34,319
万亿负债

193
00:05:34,319 --> 00:05:36,360
所以你知道中国会用什么

194
00:05:36,360 --> 00:05:38,480
什么方式来去解决债务问题吗

195
00:05:38,480 --> 00:05:40,399
疯狂印钞没错

196
00:05:40,399 --> 00:05:42,788
就是中国在过去的5年里面

197
00:05:42,788 --> 00:05:44,149
这个钞票啊

198
00:05:44,149 --> 00:05:47,069
M2的增速呢是欧美加起来的两倍之多

199
00:05:47,069 --> 00:05:50,709
你知道如果这些天量的啊钞票流通到市场上

200
00:05:50,709 --> 00:05:52,029
会导致什么结果吗

201
00:05:52,029 --> 00:05:53,689
就会通货膨胀

202
00:05:53,689 --> 00:05:55,089
这个钱就不值钱了

203
00:05:55,089 --> 00:05:55,689
没错

204
00:05:55,689 --> 00:05:56,350
你知道为什么

205
00:05:56,350 --> 00:05:59,250
现在很多人他还没有意识到这个风险吗

206
00:05:59,250 --> 00:06:00,288
为什么

207
00:06:00,288 --> 00:06:02,588
因为他们的体感很差

208
00:06:02,588 --> 00:06:05,009
比如说比如说你原来你年薪100万

209
00:06:05,009 --> 00:06:06,028
你忽然失业了

210
00:06:06,028 --> 00:06:08,230
你会相信有通货膨胀吗

211
00:06:08,230 --> 00:06:09,709
你是不是吃饭都不吃了

212
00:06:09,709 --> 00:06:11,310
你你买馒头都不舍得了

213
00:06:11,310 --> 00:06:13,389
是不是你不相信碰风浪对不对

214
00:06:13,389 --> 00:06:16,449
但实际上你的痛风了有没有发生了没错

215
00:06:16,449 --> 00:06:19,920
所以呢融做投资哈一定要非常理性

216
00:06:19,920 --> 00:06:23,079
不要用你的体感来去判断这个事有没有发生

217
00:06:23,079 --> 00:06:24,160
就比如举个例子啊

218
00:06:24,160 --> 00:06:26,139
比如说你看我在给你提要求的时候啊

219
00:06:26,139 --> 00:06:26,959
你看我给你提要求

220
00:06:26,959 --> 00:06:28,480
我说今天我们来爬山

221
00:06:28,480 --> 00:06:29,639
哎你你正好感冒了

222
00:06:29,639 --> 00:06:30,949
你是不是心里面不舒服啊

223
00:06:30,949 --> 00:06:32,990
嗯但是呢实际上你一旦查到了

224
00:06:32,990 --> 00:06:34,089
你是不是觉得还可以啊

225
00:06:34,089 --> 00:06:35,110
对对啊

226
00:06:35,110 --> 00:06:35,750
这就是核心问题

227
00:06:35,750 --> 00:06:38,040
就是你你在一件事没有发生之前

228
00:06:38,040 --> 00:06:40,139
你不要用你的体感认为这个事不好

229
00:06:40,139 --> 00:06:41,959
你来了之后有没有心旷神怡的感觉

230
00:06:41,959 --> 00:06:43,420
好多了对呀

231
00:06:43,420 --> 00:06:45,360
所以这就是核心问题

232
00:06:45,360 --> 00:06:45,959
你知道在国内

233
00:06:45,959 --> 00:06:48,870
为啥很多人只有看见以后才会相信嘛

234
00:06:48,870 --> 00:06:49,990
嗯知道了

235
00:06:49,990 --> 00:06:52,310
是因为他们根本就没有前瞻性

236
00:06:52,310 --> 00:06:55,470
他不会说我通过各种蛛丝马脚来预判未来

237
00:06:55,470 --> 00:06:57,740
你知道现在在国内该怎么增值了吗

238
00:06:57,740 --> 00:07:01,019
嗯对这就是我教给你的叫生财之道

239
00:07:01,019 --> 00:07:01,639
明白了吧

240
00:07:01,639 --> 00:07:02,560
嗯知道了

共 2 条，按点赞数排序。

共 2 条，按视频时间排序。