BV1jmdqB3Ema · 请不要叫我梁同学1 00:00:02,819 --> 00:00:03,459 大家好 2 00:00:03,459 --> 00:00:05,799 今天是4月16日星期四 3 00:00:05,799 --> 00:00:07,740 我们继续分析美股 4 00:00:07,740 --> 00:00:10,509 本期内容如下 5 00:00:11,189 --> 00:00:13,550 我们先看消息面 6 00:00:14,539 --> 00:00:17,699 台积电第一季度净利大增58% 7 00:00:17,699 --> 00:00:19,379 AI需求强劲 8 00:00:19,379 --> 00:00:21,809 上调资本支出 9 00:00:22,449 --> 00:00:25,510 台积电业绩指引全面超预期 10 00:00:25,510 --> 00:00:27,550 核心指标强劲增长 11 00:00:27,550 --> 00:00:29,609 毛利率维持高位 12 00:00:29,609 --> 00:00:32,570 净利润同比增长58% 13 00:00:32,570 --> 00:00:36,109 受益于AI及高性能计算的旺盛需求 14 00:00:36,109 --> 00:00:39,329 公司第一季度净利润达182亿美元 15 00:00:39,329 --> 00:00:40,649 创下历史新高 16 00:00:40,649 --> 00:00:43,420 显示出强大的盈利能力 17 00:00:43,420 --> 00:00:46,518 营收达359亿美元 18 00:00:46,518 --> 00:00:49,098 同比增长40.6% 19 00:00:49,098 --> 00:00:50,558 远超市场预期 20 00:00:50,558 --> 00:00:54,939 标志着公司连续第八个季度录得两位数增长 21 00:00:54,939 --> 00:00:57,020 核心业务动能强劲 22 00:00:58,140 --> 00:01:00,299 毛利率66.2% 23 00:01:00,299 --> 00:01:03,460 高位毛利率水平持续提升 24 00:01:03,460 --> 00:01:08,480 印证了其在先进制程领域的强大议价能力 25 00:01:08,480 --> 00:01:10,420 与规模效应 26 00:01:10,420 --> 00:01:13,299 第二季度营收指引超预期 27 00:01:13,299 --> 00:01:17,400 公司预计第二季度营收在390亿至 28 00:01:17,400 --> 00:01:19,129 402亿美元之间 29 00:01:19,129 --> 00:01:23,349 显著高于市场预期的381.1亿美元 30 00:01:23,349 --> 00:01:28,989 为全年营收增长超过30%奠定基础 31 00:01:30,459 --> 00:01:33,319 AI需求引爆资本支出 32 00:01:33,319 --> 00:01:35,159 为满足AI算力激增 33 00:01:35,159 --> 00:01:37,280 上调资本支出至区间 34 00:01:37,280 --> 00:01:40,659 高端AI需求极为强劲 35 00:01:40,659 --> 00:01:41,659 公司判断 36 00:01:41,659 --> 00:01:45,180 从生成式AI向代理式AI演进 37 00:01:45,180 --> 00:01:47,680 带来的算力需求极为强劲 38 00:01:47,680 --> 00:01:50,519 是支撑未来增长的核心动能 39 00:01:50,519 --> 00:01:53,140 资本支出上调至高端 40 00:01:53,140 --> 00:01:56,269 为满足客户对先进制程的渴求 41 00:01:56,269 --> 00:01:57,469 将2026年 42 00:01:57,469 --> 00:02:00,230 资本支出计划上调至520亿至 43 00:02:00,230 --> 00:02:03,379 560亿美元区间的高端水平 44 00:02:03,379 --> 00:02:06,019 即接近560亿美元 45 00:02:06,019 --> 00:02:08,960 未来3年支出显著增加 46 00:02:08,960 --> 00:02:10,400 公司明确表示 47 00:02:10,400 --> 00:02:14,469 未来3年的资本支出将显著高于过去3年 48 00:02:14,469 --> 00:02:16,689 以加速产能建设 49 00:02:16,689 --> 00:02:20,590 应对持续攀升的订单需求 50 00:02:22,080 --> 00:02:24,539 先进制程量产进展 51 00:02:24,539 --> 00:02:26,620 2NM进度超前 52 00:02:26,620 --> 00:02:28,870 3NM产能紧张 53 00:02:28,870 --> 00:02:32,389 A14研发顺利 54 00:02:33,050 --> 00:02:35,689 2NM制成量产超前 55 00:02:35,689 --> 00:02:38,030 2NM制成进度超前 56 00:02:38,030 --> 00:02:40,159 已于2026年第一季度 57 00:02:40,159 --> 00:02:42,400 顺利进入大规模量产阶段 58 00:02:42,400 --> 00:02:44,719 并展现出良好的良率 59 00:02:44,719 --> 00:02:47,650 为未来性能突破奠定基础 60 00:02:47,650 --> 00:02:50,539 3NM产能持续吃紧 61 00:02:50,539 --> 00:02:53,360 针对供不应求的3NM产能 62 00:02:53,360 --> 00:02:56,229 台积电正执行全球扩产计划 63 00:02:56,229 --> 00:03:00,629 预计产能紧张局面将持续到2027年 64 00:03:00,629 --> 00:03:04,229 A14工艺研发顺利 65 00:03:04,229 --> 00:03:09,210 更先进的A十四一.4纳米工艺研发顺利 66 00:03:09,210 --> 00:03:12,490 预计将于2028年开始量产 67 00:03:12,490 --> 00:03:17,129 将提供显著的性能与功耗优势 68 00:03:18,719 --> 00:03:21,120 谷歌与五角大楼密谈 69 00:03:21,120 --> 00:03:25,680 GERMANY模型拟进驻美军机密系统 70 00:03:27,060 --> 00:03:28,099 战略逆转 71 00:03:28,099 --> 00:03:29,379 拥抱国防 72 00:03:29,379 --> 00:03:30,919 从抵制到合作 73 00:03:30,919 --> 00:03:33,400 谷歌AI进军五角大楼 74 00:03:33,400 --> 00:03:36,019 秘密部署GERMANY模型 75 00:03:40,490 --> 00:03:45,229 计划允许军方在机密环境中部署其GEMINI大模型 76 00:03:45,229 --> 00:03:48,139 标志着战略上的重大转折 77 00:03:48,139 --> 00:03:50,520 扫清内部政策障碍 78 00:03:50,520 --> 00:03:51,419 2025年 79 00:03:51,419 --> 00:03:56,069 公司删除了禁止将AI用于武器和监控的条款 80 00:03:56,069 --> 00:03:58,349 为此次合作铺平了道路 81 00:04:02,150 --> 00:04:04,939 夏末时的立场截然相反 82 00:04:04,939 --> 00:04:07,080 填补竞争对手空白 83 00:04:07,080 --> 00:04:10,300 谷歌的积极姿态直接源于竞争对手 84 00:04:10,300 --> 00:04:13,460 ANTHROPIC与五角大楼关系的破裂 85 00:04:13,460 --> 00:04:17,600 后者因坚守安全限制导致谈判失败 86 00:04:17,600 --> 00:04:20,300 为谷歌留下了市场空间 87 00:04:21,139 --> 00:04:23,300 伦理与利益的博弈 88 00:04:23,300 --> 00:04:25,639 在全面授权的同时 89 00:04:25,639 --> 00:04:28,259 划定技术应用红线 90 00:04:28,259 --> 00:04:30,850 授权所有合法用途 91 00:04:30,850 --> 00:04:34,689 谷歌拟授权五角大楼在所有合法用途中 92 00:04:34,689 --> 00:04:36,089 使用其AI技术 93 00:04:36,089 --> 00:04:39,158 实现了使用范围的大幅放宽 94 00:04:39,158 --> 00:04:40,918 设定伦理红线 95 00:04:40,918 --> 00:04:43,119 合同中提出附加条款 96 00:04:43,119 --> 00:04:47,350 明确防止技术被用于美国国内的大规模监控 97 00:04:47,350 --> 00:04:50,730 或在缺乏适当人工监督的情况下 98 00:04:50,730 --> 00:04:53,430 运用于自主武器系统 99 00:04:53,430 --> 00:04:55,389 对标OpenAI策略 100 00:04:55,389 --> 00:04:57,629 谷歌提出的条款与OpenAI 101 00:04:57,629 --> 00:05:01,178 此前同五角大楼达成的协议基本一致 102 00:05:01,178 --> 00:05:03,879 反映出科技巨头在商业利益 103 00:05:03,879 --> 00:05:05,959 与技术伦理间的平衡 104 00:05:05,959 --> 00:05:07,178 策略 105 00:05:07,790 --> 00:05:09,670 竞争与现实挑战 106 00:05:09,670 --> 00:05:10,990 抢占市场机遇 107 00:05:10,990 --> 00:05:14,600 但仍面临算力与文化等多重挑战 108 00:05:14,600 --> 00:05:16,800 抢占国防市场份额 109 00:05:16,800 --> 00:05:17,639 此次合作 110 00:05:17,639 --> 00:05:22,110 不仅使其有机会抢占关键的国防市场份额 111 00:05:22,110 --> 00:05:26,589 也反映了硅谷科技巨头在地缘政治压力下 112 00:05:26,589 --> 00:05:29,689 与军方合作日益紧密的趋势 113 00:05:29,689 --> 00:05:31,899 面临算力瓶颈 114 00:05:31,899 --> 00:05:36,220 谷歌云在联邦市场的份额远低于亚马逊和微软 115 00:05:36,220 --> 00:05:40,709 其可用于机密工作的算力基础设施依然有限 116 00:05:40,709 --> 00:05:44,050 短期内难以满足军方的大规模需求 117 00:05:44,050 --> 00:05:45,910 存在文化隔阂 118 00:05:45,910 --> 00:05:49,160 公司内部形成了独特的防火墙文化 119 00:05:53,660 --> 00:05:56,959 这可能影响项目的执行效率 120 00:05:58,639 --> 00:06:01,959 马斯克启动terror fb计划 121 00:06:01,959 --> 00:06:04,000 欲自建晶圆厂 122 00:06:04,000 --> 00:06:06,560 重塑算力版图 123 00:06:07,589 --> 00:06:09,649 TERRIFIB宏伟蓝图 124 00:06:09,649 --> 00:06:13,870 马斯克组建团队意在重塑算力供应链 125 00:06:13,870 --> 00:06:15,910 推进内部芯片制造 126 00:06:15,910 --> 00:06:20,550 马斯克正着手推进名为TERRIFB的计划 127 00:06:20,550 --> 00:06:24,769 旨在建立内部芯片制造能力 128 00:06:24,769 --> 00:06:30,269 从根本上重塑特斯拉SPACEX及XAI的供应链 129 00:06:30,269 --> 00:06:33,649 设定惊人算力目标 130 00:06:33,990 --> 00:06:37,189 该计划设定了每年高达一太瓦 131 00:06:37,189 --> 00:06:39,129 计算能力的惊人目标 132 00:06:39,129 --> 00:06:41,658 以支撑其在人形机器人 133 00:06:41,658 --> 00:06:45,598 太空数据中心等领域的庞大算力需求 134 00:06:45,598 --> 00:06:48,079 已开始实质接洽 135 00:06:48,079 --> 00:06:53,250 目前团队已开始与半导体设备供应商就光眼膜 136 00:06:53,250 --> 00:06:57,290 舍刻机等核心工具进行询价和接洽 137 00:06:57,290 --> 00:07:01,529 项目已从构想进入初步行动阶段 138 00:07:02,040 --> 00:07:04,079 行业博弈与质疑 139 00:07:04,079 --> 00:07:06,019 计划引发市场关注 140 00:07:06,019 --> 00:07:09,319 但合作伙伴态度谨慎 141 00:07:10,029 --> 00:07:11,750 设备商股价上涨 142 00:07:11,750 --> 00:07:15,060 该计划在半导体行业内引发连锁反应 143 00:07:15,060 --> 00:07:19,240 东京电子及应用材料等设备商股价因此上涨 144 00:07:19,240 --> 00:07:23,439 凸显出市场对潜在巨额订单的期待 145 00:07:23,439 --> 00:07:25,759 三星晚具自建厂 146 00:07:25,759 --> 00:07:27,740 三星电子虽被接洽 147 00:07:27,740 --> 00:07:31,560 但更倾向于在德克萨斯州的现有工厂 148 00:07:31,560 --> 00:07:33,300 为特斯拉分配产能 149 00:07:33,300 --> 00:07:35,800 而非支持其自建工厂 150 00:07:35,800 --> 00:07:38,029 英特尔观望 151 00:07:38,310 --> 00:07:40,870 英特尔虽表示参与意愿 152 00:07:40,870 --> 00:07:43,490 但行业普遍持怀疑态度 153 00:07:43,490 --> 00:07:45,839 台积电等巨头则强调 154 00:07:45,839 --> 00:07:48,199 建厂需数年且无捷径 155 00:07:48,199 --> 00:07:51,879 暗示马斯克的激进时间表不现实 156 00:07:53,480 --> 00:07:55,000 万亿美元的挑战 157 00:07:55,000 --> 00:07:59,319 计划面临难以逾越的财务与执行障碍 158 00:07:59,639 --> 00:08:01,519 天文数字资本支出 159 00:08:01,519 --> 00:08:02,899 据分析师估算 160 00:08:02,899 --> 00:08:04,279 该计划的资本支出 161 00:08:04,279 --> 00:08:07,418 可能高达5万亿至13万亿美元 162 00:08:07,418 --> 00:08:08,218 这一数字 163 00:08:08,218 --> 00:08:12,709 远超当前全球半导体行业的年产能价值 164 00:08:12,709 --> 00:08:14,509 供应链极度紧张 165 00:08:14,509 --> 00:08:16,490 在供应链已因 166 00:08:16,490 --> 00:08:19,908 亚马逊等巨头支出而紧绷的背景下 167 00:08:19,908 --> 00:08:22,709 马斯克试图以光速推进项目 168 00:08:22,709 --> 00:08:26,589 但受限于设备交付周期和人才短缺 169 00:08:26,589 --> 00:08:28,569 短期内难成气候 170 00:08:28,569 --> 00:08:29,910 分析师普遍认为 171 00:08:29,910 --> 00:08:32,529 该项目将是一个漫长的过程 172 00:08:32,529 --> 00:08:37,309 短期内难以对现有的晶圆代工巨头构成 173 00:08:37,309 --> 00:08:38,590 实质性威胁 174 00:08:38,590 --> 00:08:44,629 更多是作为一种战略试探或谈判筹码 175 00:08:45,879 --> 00:08:49,179 好我们看一下今天市场的表现啊 176 00:08:49,179 --> 00:08:53,000 我们看一下今天纳指期货是继续延续了涨势啊 177 00:08:53,000 --> 00:08:54,879 啊尽管K线有点变小了哈 178 00:08:54,879 --> 00:08:58,679 但是还可以看起来已经创出了新的高点 179 00:08:58,679 --> 00:09:01,340 看一下15分钟图表嗯 180 00:09:01,340 --> 00:09:03,419 在这里震荡了一下 181 00:09:03,419 --> 00:09:04,909 好哎 182 00:09:04,909 --> 00:09:06,490 但目前空头强吗 183 00:09:06,490 --> 00:09:07,690 目前空头不强 184 00:09:07,690 --> 00:09:10,370 因为今天毕竟还是阳线 185 00:09:10,970 --> 00:09:14,789 我们看一下罗素也是一样啊 186 00:09:15,110 --> 00:09:17,370 罗素呢今天没有去创新高啊 187 00:09:17,370 --> 00:09:19,309 这里有点微微的停顿 188 00:09:19,309 --> 00:09:23,580 看一下15分钟图是一个横盘 189 00:09:24,539 --> 00:09:29,980 估计明天或者下周早些时候有可能上道指哈 190 00:09:29,980 --> 00:09:31,240 相对来说较慢啊 191 00:09:31,240 --> 00:09:33,080 整体还是看涨 192 00:09:33,629 --> 00:09:34,610 综合来看 193 00:09:34,610 --> 00:09:36,809 标普昨天就创了新高哈 194 00:09:36,809 --> 00:09:39,769 今天继续延续了较为强势的拉涨 195 00:09:39,769 --> 00:09:41,769 我看下15分钟嗯 196 00:09:41,769 --> 00:09:43,840 横盘好 197 00:09:43,840 --> 00:09:47,350 日线是阳线好 198 00:09:47,350 --> 00:09:50,309 我们看一下市场整体的分布情况哈 199 00:09:50,309 --> 00:09:52,909 今天看这图看不出来哈 200 00:09:52,909 --> 00:09:55,799 这个我们直接就看领涨板块 201 00:09:55,799 --> 00:09:59,990 我们的锂矿概念延续了涨势哈里相关的 202 00:09:59,990 --> 00:10:04,629 然后货运英伟达相关的还可以哈 203 00:10:04,629 --> 00:10:07,370 那我们把这个英伟达相关的看一下吧 204 00:10:07,370 --> 00:10:11,350 嗯我们直接就在这看看下英特尔 205 00:10:11,350 --> 00:10:13,190 英特尔今天阳线还不错哈 206 00:10:13,190 --> 00:10:14,950 又收又又收出来了 207 00:10:14,950 --> 00:10:16,230 漂亮的阳线 208 00:10:16,230 --> 00:10:18,529 看下15分钟嗯 209 00:10:18,529 --> 00:10:20,190 昨天只是一个小停顿哈 210 00:10:20,190 --> 00:10:21,929 今年延续了涨势 211 00:10:21,929 --> 00:10:24,620 我们再看一下日线 212 00:10:26,120 --> 00:10:27,639 还不错 213 00:10:29,028 --> 00:10:32,839 另外呢就是这个CURWAVE这个图 214 00:10:33,038 --> 00:10:34,158 科瑞瑞这个图 215 00:10:34,158 --> 00:10:37,339 目前还在这个最高位的阻力区下方啊 216 00:10:37,339 --> 00:10:39,119 但实际上上涨的概率较高啊 217 00:10:39,119 --> 00:10:41,669 但在上涨过程中会有一些小回调 218 00:10:41,669 --> 00:10:42,789 空头强势吧 219 00:10:42,789 --> 00:10:43,409 不强势 220 00:10:43,409 --> 00:10:44,350 今天收涨啊 221 00:10:44,350 --> 00:10:46,589 今天的收盘价比昨天高一点 222 00:10:46,589 --> 00:10:47,828 那昨天是阳线吗 223 00:10:47,828 --> 00:10:50,308 也是昨天的收盘价比前一天要高一点 224 00:10:50,308 --> 00:10:52,168 所以这是连着的拉涨哈 225 00:10:52,168 --> 00:10:55,379 所以这根K线呢那也是阳线是吧 226 00:10:55,379 --> 00:11:00,099 这里连着来找我们看一下15分钟图嗯 227 00:11:00,099 --> 00:11:03,399 好也要随时提防更深回撤的可能性啊 228 00:11:03,399 --> 00:11:05,799 不过目前空头不强 229 00:11:06,080 --> 00:11:08,100 目前空头不是太强势 230 00:11:08,100 --> 00:11:11,440 好我们回到我们的列表 231 00:11:12,639 --> 00:11:14,240 额上涨的图片有很多哈 232 00:11:14,240 --> 00:11:17,159 我们看一下台积电好 233 00:11:17,159 --> 00:11:19,580 台积电今天是给出了回调哈 234 00:11:19,580 --> 00:11:21,570 给出了回调很正常啊 235 00:11:21,570 --> 00:11:23,009 啊财报表现还可以哈 236 00:11:23,009 --> 00:11:25,210 适当的在这里收敛震荡一下就可以 237 00:11:25,210 --> 00:11:27,589 或者是宽幅震荡也都完全有可能 238 00:11:27,589 --> 00:11:31,349 但是呢单看昨天和今天这两根K线阴线 239 00:11:31,349 --> 00:11:34,629 它是不足以预测未来的形态的 240 00:11:35,070 --> 00:11:36,289 看下15分钟图 241 00:11:36,289 --> 00:11:38,750 我们昨天说如果跌破这个区域呢 242 00:11:38,750 --> 00:11:40,350 可以适当应对一些回撤啊 243 00:11:40,350 --> 00:11:42,710 也就是减仓的意思呃 244 00:11:42,710 --> 00:11:46,539 那如果市场后续是横盘震荡就不用处理了 245 00:11:47,139 --> 00:11:48,419 目前空头强吗 246 00:11:48,419 --> 00:11:49,120 不是太强啊 247 00:11:49,120 --> 00:11:50,399 空投空投不是太强 248 00:11:50,399 --> 00:11:52,379 你再看一下日线啊 249 00:11:52,379 --> 00:11:53,340 空投不是太强啊 250 00:11:53,340 --> 00:11:55,139 因为空投啊 251 00:11:55,139 --> 00:11:56,799 呃怎么说呢 252 00:11:56,799 --> 00:11:59,279 这个阴线虽然说有一丢丢的力度啊 253 00:11:59,279 --> 00:12:01,639 但是他不是说太强的阴线啊 254 00:12:01,639 --> 00:12:03,360 他这个下影线还是有一些啊 255 00:12:03,360 --> 00:12:06,659 表明你看之前这些阴线是吧 256 00:12:06,659 --> 00:12:08,480 这些大阴线实体大阴线 257 00:12:08,480 --> 00:12:11,139 现在这个中等偏小哈 258 00:12:11,200 --> 00:12:13,039 不过啊这不要紧啊 259 00:12:13,039 --> 00:12:14,600 重要的是我们的大趋势还在啊 260 00:12:14,600 --> 00:12:18,159 嗯嗯好可以减仓 261 00:12:18,159 --> 00:12:19,279 也可以先看一下 262 00:12:19,279 --> 00:12:20,639 不要理睬 263 00:12:21,438 --> 00:12:23,219 那么阿斯迈尔也是类似哈 264 00:12:23,219 --> 00:12:25,519 额财报发出之后也也有啊 265 00:12:25,519 --> 00:12:26,399 昨天还行来着 266 00:12:26,399 --> 00:12:26,879 谈了几来 267 00:12:26,879 --> 00:12:28,340 今天又掉下来了啊 268 00:12:28,340 --> 00:12:31,519 可见这个台积电和阿斯迈尔是比较联动哈 269 00:12:31,519 --> 00:12:33,559 看下15分钟图嗯 270 00:12:33,559 --> 00:12:35,350 稍微有一些回调啊 271 00:12:35,350 --> 00:12:37,740 稍微有点回调在这里面好 272 00:12:38,580 --> 00:12:39,700 我们再看一下日线 273 00:12:41,259 --> 00:12:43,220 应该问题不是太大 274 00:12:44,049 --> 00:12:46,769 好我们看一下提到的特斯拉 275 00:12:48,009 --> 00:12:52,019 特斯拉这个图表呢啊整体多头还在哈 276 00:12:52,019 --> 00:12:54,419 就是说这几个要是回回来之后啊 277 00:12:54,419 --> 00:12:55,379 DOTA回来之后啊 278 00:12:55,379 --> 00:12:56,399 不能踩顶 279 00:12:56,399 --> 00:12:59,620 看下15分钟是一个横盘停顿啊 280 00:12:59,620 --> 00:13:02,078 是一个洗盘啊 281 00:13:02,078 --> 00:13:03,119 日线图空头也不强 282 00:13:04,278 --> 00:13:04,599 好 283 00:13:04,599 --> 00:13:06,129 我们继续往上看啊 284 00:13:06,129 --> 00:13:07,889 看下英伟达好 285 00:13:07,889 --> 00:13:09,330 英伟达今天是一个停顿 286 00:13:09,330 --> 00:13:10,529 K价微跌一点点 287 00:13:10,529 --> 00:13:12,210 收盘价比昨天跌一点啊 288 00:13:12,210 --> 00:13:12,850 低一点啊 289 00:13:12,850 --> 00:13:14,250 低一点空头强吗 290 00:13:14,250 --> 00:13:15,419 不强好了 291 00:13:15,419 --> 00:13:16,779 不用理睬 292 00:13:17,179 --> 00:13:18,840 我们看一下镁光 293 00:13:18,840 --> 00:13:20,419 镁光也是一个停顿 294 00:13:20,419 --> 00:13:22,600 K项啊表明在阻力区有所停顿 295 00:13:22,600 --> 00:13:23,879 非常的正常 296 00:13:23,879 --> 00:13:26,179 我们看下15分钟图啊 297 00:13:26,179 --> 00:13:28,639 大家也可以适当的提防他 298 00:13:28,639 --> 00:13:30,399 更深回撤的可能性是吧 299 00:13:30,399 --> 00:13:33,659 但是我觉得哈我觉得不是太重要哈 300 00:13:33,659 --> 00:13:36,960 但是我也有觉得哈是之前这洗了一下盘子哈 301 00:13:36,960 --> 00:13:38,870 看这次能不能直接涨上去 302 00:13:38,870 --> 00:13:40,350 但如果他继续洗盘呢 303 00:13:40,350 --> 00:13:42,509 还是要定一些可能的减仓位啊 304 00:13:42,509 --> 00:13:43,649 应对一下 305 00:13:43,649 --> 00:13:45,330 但今天人家说涨啊 306 00:13:45,330 --> 00:13:47,328 今天人家是小阳线啊 307 00:13:47,328 --> 00:13:50,249 所以今天不构成重要决策日 308 00:13:51,568 --> 00:13:53,729 好额 309 00:13:53,729 --> 00:13:55,729 刚才还提到了个谷歌啊 310 00:13:55,729 --> 00:13:57,369 谷歌我觉得长期来说也没事啊 311 00:13:57,369 --> 00:13:59,419 我们直接看谷歌 312 00:13:59,820 --> 00:14:00,940 谷歌在这啊 313 00:14:00,940 --> 00:14:02,870 喂电还行啊 314 00:14:02,870 --> 00:14:05,350 这是一个强劲的上涨波段中的停顿 315 00:14:05,350 --> 00:14:06,210 空头强吧 316 00:14:06,210 --> 00:14:06,669 不强 317 00:14:06,669 --> 00:14:07,970 微跌一点点 318 00:14:07,970 --> 00:14:10,649 看一下15分钟图表还可以吧 319 00:14:10,649 --> 00:14:15,450 嗯只要是回调就是健康的哈 320 00:14:15,730 --> 00:14:18,509 这个想要建真正的顶呢有点难度 321 00:14:18,509 --> 00:14:21,289 那么还有其他的图片也都是上涨哈 322 00:14:22,450 --> 00:14:26,750 我们刚才提提到这个CRWV也是上涨哈 323 00:14:26,750 --> 00:14:29,330 这个亚马逊也是微微有所停顿哈 324 00:14:29,330 --> 00:14:30,740 微涨一点点 325 00:14:30,740 --> 00:14:33,080 但整体而言呢市场表现还不错哈 326 00:14:33,080 --> 00:14:35,700 要允许市场有回调好 327 00:14:35,700 --> 00:14:37,460 大家也可以成为牛股会员哈 328 00:14:37,460 --> 00:14:39,460 观看更多的牛股分析内容 329 00:14:39,460 --> 00:14:41,580 高级会员可以看到更多内容哈 330 00:14:41,580 --> 00:14:42,879 我们待会儿见
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