【老李玩钱】美联储鹰派砸盘！MU业绩好，依然跌！接下来何去何从

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大家好

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我是老李

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今天咱美股啊又holy蟹了啊

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主要是因为美联储公布了会议决议

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再加上老鲍呢比较偏鹰派的发言

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另外在今天的盘后啊

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就在刚刚啊

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大家比较关注的MU美光科技是发布了财报

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咱们今天呢主要就说这两件事

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那在说正事之前呢

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依照国际惯例

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还是先来跟大家亮账户

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今天美股又泄了

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三大指数都跌了1%以上

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我的账户呢下跌了2200美金

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当前的账户总资产是在26万6000

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本期视频由复读木木独家赞助播出

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我一直在使用的这款券商就是木木功能齐全

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非常的好用

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现在通过老李的专属邀请链接

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开户入金可领取免费的英伟达股票

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大家在看完本期视频之后啊

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就可以到视频下方点击链接开户领奖

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美联储是在今天美东时间的下午两点钟啊

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开始公布会议决议

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然后呢老鲍就开始讲话

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大家看这个时间节点啊

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这个位置就是美东时间的啊

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下午两点也就是从美联储开始公布会

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会议决议开始啊

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咱们这个美股就开始一路啊下杀

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那么到底美联储都公布了些什么

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或者说老报啊

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他都啊发表了哪一些鹰派的论调啊

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导致咱们这美股啊就开始一路下滑呢

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今天美联储的决定打压了股市

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因为在通胀和油价再度加速上行之际

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这一决定强化了高利率维持更久的蓄势

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迫使投资者以更鹰派的方式

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重新评估估值和未来的降息路径

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美联储将联邦基金利率维持在3.5%

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到3.75%不变

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并以11比一的投票呃

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结果决定按兵不动

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最新公布的点阵图显示

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到2026年仅计划降息一次

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2027年再降一次

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这表明宽松步伐将非常缓慢

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而不是市场原本所希望的多次降息声明和预测

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将今年的增长和通胀预期小幅上调

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实际上

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这是在告诉市场

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经济能够在更长时间内承受更紧的政策

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鲍威尔强调

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伊朗战争引发的油价飙升和关税正在推高通胀

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而且现在还为时过早

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无法知道其全部影响

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这淡化了降息的紧迫性

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短期通胀预期和PPI都已上升

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削弱了此前通胀回落已稳步推进的说法

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在此次会议召开前

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市场仓位已明显超配股票

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并压住会有更多宽松

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而点阵图和鲍威尔的措辞对此进行了反驳

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因此市场出现的是仓位出清

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而不是如释重负的反弹

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高利率维持更久

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会提高未来盈利的贴现率

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这尤其会压制成长股和科技股

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美国国债收益率上升

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布伦特原油则升破约107至100亿美元

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进一步加剧了市场对智障环境的担忧

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而不是对平稳实现软着陆的预期

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不得不说啊

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这美联储的政策决议啊

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对咱们美股的影响确实是不小啊

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咱经常说一句话叫呃一顿操作猛如虎

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涨跌全靠美联储

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这句话呢也不是白说的

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大家看啊

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在202过去的2024年跟2025年

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咱美股经历了连续两年的大牛市

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那这个呢主要是跟这个呃美联储持续的降息啊

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有非常大的关系

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在2024年的时候

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美联储啊进行了三次的降息

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一共是降息了100个基点

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然后在2025年的时候

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美联储呢也是啊进行了三次降息

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是一共降息了75个基点

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那么这美联储的大幅的降息

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这种宽松的政策就啊就导致了咱们这美股啊

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连续两年的这个大牛市

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然后咱们再往回看看2022年啊

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那是一整年的熊市

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这个呢跟美联储当时的货币政策也是有关系的

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在2022年的时候

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美联储在那一年之内啊

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是连续的一直在加息

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是在收紧这个货币政策

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所以就导致了2022年啊一整年的这个熊市

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在今年年初的时候

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我就在视频当中跟大家对啊

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整个今年呃美股的行情啊

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做过一波展望

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当时我在视频里说

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我说就算啊今年是能走一个啊牛市出来

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但是呢这肯定不会像是20242025啊

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那么的那么的牛了

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因为呢主要就是跟这个美联储在今年的这个啊

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货币政策有关系啊

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因为美联储一直在说啊

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今年呢是啊最多就是降息一次啊

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那么今今天这个美联储公布的会议决议呢

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啊点阵图上也是显示啊

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在今年这个可能会有一次的降息啊

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也就是降息25个基点

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这个咱们之前说过啊

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大概率呢这次降息会发生在啊

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这个今年的下半年

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但是话虽然这样说

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今年的这一次降息啊

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我觉得也不是板上钉钉的

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因为现在啊不确定因素太多了啊

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这个嗯美伊冲突的升级一直在打仗

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打仗呢就导致这个油价呀一直是高企

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居高不下

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大家知道啊

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这个呃这个石油啊是啊

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全球贸易的重要的一个一种商品

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一个环节油价如果是一直居高不下的话

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就会导致全球范围内的一个啊通胀的啊

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这个飙升就是通胀啊

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也会啊在高位居高不下

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那美联储它啊降不降息

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主要考量的一个指标啊

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就是这个通胀啊

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如果你通胀一直是下不来

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那美联储呢指定他是不敢降息的啊

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因为它降息了之后

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它只会进一步的啊去加大这个通胀

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所以这么来看

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今年美联储的这个货币政策

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肯定是会更加谨慎的啊

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希望通过呃美联储来继续啊放水救市的这种啊

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预期呢我觉得是啊比较的渺茫

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说完了美联储

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咱们来说说MU美光科技

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就在刚刚啊

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美光科技是公布了最新的财报业绩

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用一句话来说

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美光科技的这次财报啊

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可以说是相当的不错

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它的营收呢几乎增长了两倍啊

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也就是啊翻了啊

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将近三倍啊

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大超预期呃

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因内存需求的飙升

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受英伟达AI芯片需求激增

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推动的内存供应短缺影响啊

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这个mu呢是从中受益

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在美国市值最高的十佳科技呃

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公司当中啊

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mu是今年唯一一家股价上涨的公司

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然后呢

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美光科技在该季度

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它调整后的EPS是12.20美元啊

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远高于预期的9.31美元

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然后营收呢是238.6亿美元啊

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这个预期呢是200.7亿美元啊

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这比这个预期啊都不只是高了一星半点啊

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是基本上是碾压这个啊市场的预期

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公司的首席执行官布拉布拉这名字不太会读啊

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在声明中表示

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我们业绩和业绩展望的越呃跃升

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得益于AI推动的内存需求增长

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结构性供应约束

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以及啊美光科技在各方面的强劲执行力

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公司的毛利率在过去一年中

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已从36.8%翻倍呃

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上升至了74.4%

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也高于上一季度的56%

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净利润从去年同期的15.8亿美元

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也就是每股一点啊

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4亿美元攀升至了138亿美元啊

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这个换算成EPS呢是12.07美元

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这个净利润呢比去年同期啊翻了得将近

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这这有多少翻了将近十倍啊

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真的是非常的夸张

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这么亮眼的一份财报发出之后

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美光科技盘后的股价倒是没怎么涨

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现在这盘后股价来看反而还啊下跌了一些啊

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可能是啊这个美光科技在啊

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在这最近这段时间啊

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一直是涨的非常的凶

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可能是之前涨的太多了

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也可能是最近啊整个啊股市行情就啊不太行

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很多公司的财报发出之后啊

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财报业绩不错

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但是呢这股呃这个发出财报之后

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股价呢依然是下跌啊

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最近这段时间这种这种现象呢

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也是啊非常的普遍

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咱们很多朋友一直想上车

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美光科技这支股票想让我来对啊

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这个啊MU它的这个啊买入或者是加仓的

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这个价格点位

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建议呢来做一波更新

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在当前的这个位置啊

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在当前这样一个高位啊

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我还是不太建议大家去啊追着买进

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就是呃大家也知道我的一个买股票

213
00:09:32,210 --> 00:09:34,470
或者是买入或者加仓的这种风格

214
00:09:34,470 --> 00:09:37,370
我不喜欢在股票一直在猛涨

215
00:09:37,370 --> 00:09:41,590
就是涨得很凶的时候去硬着头皮去追着买进

216
00:09:41,590 --> 00:09:44,000
就我个人喜欢是在呃

217
00:09:44,000 --> 00:09:46,940
就是哪怕是一支非常优质非常好的股票

218
00:09:46,940 --> 00:09:47,840
我也喜欢呢

219
00:09:47,840 --> 00:09:52,450
更习惯于在它这个啊股价啊有所回调

220
00:09:52,450 --> 00:09:55,129
就是这个给咱们稍微打打折啊

221
00:09:55,129 --> 00:09:57,169
我经常说的这个美女回头的时候

222
00:09:57,169 --> 00:09:59,639
咱们呢再上前去拥抱她

223
00:09:59,639 --> 00:10:02,159
我最新给到的美光科技这支股票

224
00:10:02,159 --> 00:10:03,919
建议的价格点位呢

225
00:10:03,919 --> 00:10:06,100
咱们可以参照这两条线

226
00:10:06,100 --> 00:10:09,039
分别是在415跟365

227
00:10:09,039 --> 00:10:12,960
415呢是在10日跟20日移动平均线

228
00:10:12,960 --> 00:10:14,879
这个交叉的啊这样一个位置

229
00:10:14,879 --> 00:10:19,490
然后365呢是下方啊比较强的一个啊

230
00:10:19,490 --> 00:10:22,490
支撑位在365~415

231
00:10:22,490 --> 00:10:24,330
这个价格区间范围内呢

232
00:10:24,330 --> 00:10:26,919
咱们有想啊上车的朋友啊

233
00:10:26,919 --> 00:10:31,460
就可以考虑在这个价格区间范围内呢去进行啊

234
00:10:31,460 --> 00:10:32,509
开仓买入

235
00:10:32,509 --> 00:10:34,409
正如我上期视频所说

236
00:10:34,409 --> 00:10:35,149
咱美股啊

237
00:10:35,149 --> 00:10:39,919
最近在走的就是这样一个震荡下行的趋势

238
00:10:39,919 --> 00:10:42,159
在当前这种股市行情之下呢

239
00:10:42,159 --> 00:10:44,440
我们还是做好仓位管理

240
00:10:44,440 --> 00:10:48,279
保留足够的现金子弹啊

241
00:10:48,279 --> 00:10:49,799
多看少动

242
00:10:49,799 --> 00:10:53,000
虽然说现在这种股市行情非常的磨人

243
00:10:53,000 --> 00:10:56,568
但是我觉得大家呢也不需要啊太沮丧

244
00:10:56,568 --> 00:11:00,288
咱们呢还是保持一个啊积极乐观的心态

245
00:11:00,288 --> 00:11:04,159
把这个眼光呢还是往长远了去看

246
00:11:04,159 --> 00:11:06,480
毕竟呢你把时间线拉长之后

247
00:11:06,480 --> 00:11:10,470
这个美股啊他最终还是熊短牛长

248
00:11:10,470 --> 00:11:14,750
那今天这期视频咱们就啊聊这么多吧

249
00:11:14,750 --> 00:11:16,269
视频看到这了

250
00:11:16,269 --> 00:11:18,389
还是依照国际惯例

251
00:11:18,389 --> 00:11:21,570
求各位粉丝一键三连点赞

252
00:11:21,570 --> 00:11:23,068
评论加转发

253
00:11:23,068 --> 00:11:23,989
还没有开户

254
00:11:23,989 --> 00:11:26,109
木木的朋友抓紧时间到视频下方

255
00:11:26,109 --> 00:11:28,259
点击链接开户领奖

256
00:11:28,259 --> 00:11:31,259
美国用户现在通过老李的专属邀请链接

257
00:11:31,259 --> 00:11:31,919
开户入金

258
00:11:31,919 --> 00:11:36,629
最高可获得价值1000美元的免费英伟达股票

259
00:11:36,629 --> 00:11:40,779
闲置资金享受8.1%的高利息

260
00:11:40,779 --> 00:11:42,059
加拿大粉丝开户

261
00:11:42,059 --> 00:11:45,720
最高可享受4600加元的现金奖励

262
00:11:45,720 --> 00:11:46,200
此外

263
00:11:46,200 --> 00:11:51,009
老李粉丝额外加赠价值100加元的亚马逊礼卡

264
00:11:51,009 --> 00:11:54,700
闲置资金享受高达6%的年化收益

265
00:11:54,700 --> 00:11:56,379
除了美国和加拿大之外

266
00:11:56,379 --> 00:11:58,080
其他各国家和地区开户

267
00:11:58,080 --> 00:12:00,340
木木也有非常丰厚的奖励

268
00:12:00,340 --> 00:12:03,578
具体详情呢我都放在视频的下方了

269
00:12:03,578 --> 00:12:04,739
心动不如行动

270
00:12:04,739 --> 00:12:06,259
朋友们抓紧时间

271
00:12:06,259 --> 00:12:09,538
通过视频下方我的专属邀请链接

272
00:12:09,538 --> 00:12:13,600
开户入金领取属于老李粉丝的专属福利

273
00:12:13,600 --> 00:12:14,940
感谢大家的收看

274
00:12:14,940 --> 00:12:17,519
让我们下期再见

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共 1 条，按视频时间排序。