【光互联反攻】纳指暴力反弹1.45%！MRVL暴涨14%收复失地，低位诺基亚企稳，再不加仓就来不及了！

1
00:00:00,000 --> 00:00:01,399
投资不是赌博

2
00:00:01,399 --> 00:00:03,279
而是一场有准备的出击

3
00:00:03,279 --> 00:00:04,860
我是福哥家人们

4
00:00:04,860 --> 00:00:07,620
今天啊我们的大盘啊

5
00:00:07,620 --> 00:00:09,289
纳指啊

6
00:00:09,289 --> 00:00:12,160
正如福哥在周末给大家讲过的啊

7
00:00:12,160 --> 00:00:14,320
那我们的这个纳指好

8
00:00:14,320 --> 00:00:16,899
又开始暴力反弹啊

9
00:00:16,899 --> 00:00:20,140
大涨了这个1.45个点啊

10
00:00:20,140 --> 00:00:22,579
不过给他讲的很清楚了啊

11
00:00:22,579 --> 00:00:25,260
就是我们的这个大盘啊

12
00:00:25,260 --> 00:00:29,750
它是上升浪当中的一个调整

13
00:00:29,750 --> 00:00:33,789
所以认和的一个回调都是低吸机会啊

14
00:00:33,789 --> 00:00:37,829
今天所以这大涨验证了胡歌的一个判断

15
00:00:37,829 --> 00:00:40,460
那大的方向没有结束啊

16
00:00:40,460 --> 00:00:43,280
都是哪些的个股上涨呢

17
00:00:43,280 --> 00:00:44,200
大家知道还记得啊

18
00:00:44,200 --> 00:00:45,840
就前段时间的美观啊

19
00:00:45,840 --> 00:00:47,969
大涨十个点啊

20
00:00:47,969 --> 00:00:48,668
还有康宁

21
00:00:48,668 --> 00:00:50,469
那胡歌在盘前啊

22
00:00:50,469 --> 00:00:53,728
这个周一盘前策略当中给大家讲过的

23
00:00:53,728 --> 00:00:55,770
康宁也是大涨了啊

24
00:00:55,770 --> 00:00:56,350
六个点

25
00:00:56,350 --> 00:00:58,630
还有我们的这个迈威尔啊

26
00:00:58,630 --> 00:01:00,969
迈威尔是暴涨了14个点啊

27
00:01:00,969 --> 00:01:01,369
十个点

28
00:01:01,369 --> 00:01:02,909
那迈威尔呢

29
00:01:02,909 --> 00:01:04,870
那福哥又要给他讲讲啊

30
00:01:04,870 --> 00:01:08,590
迈威尔呢我觉得是非常重要的一个票啊

31
00:01:08,590 --> 00:01:09,769
福哥给他讲过

32
00:01:09,769 --> 00:01:14,530
上周啊他是不是被英伟达的王奕勋杂志哥啊

33
00:01:14,530 --> 00:01:15,469
点评了一句

34
00:01:15,469 --> 00:01:17,310
还记得讲讲了什么

35
00:01:17,310 --> 00:01:19,609
迈威尔是撒一个万亿

36
00:01:19,609 --> 00:01:23,129
当时前一周刚刚美光是刚破了万亿是吧

37
00:01:23,129 --> 00:01:25,340
他萨一个万亿就是迈威尔

38
00:01:25,340 --> 00:01:26,780
所以你看一下啊

39
00:01:26,780 --> 00:01:28,519
现在的市值

40
00:01:28,519 --> 00:01:33,469
你看钱热钱啊都在流入这些AI相关的这些啊

41
00:01:33,469 --> 00:01:36,989
无论你说是AI跟AI存储也好

42
00:01:36,989 --> 00:01:38,750
AI光通信也好

43
00:01:38,750 --> 00:01:40,170
AI光互联也好

44
00:01:40,170 --> 00:01:44,700
它都可以说是都是受这个资金热捧的对象

45
00:01:44,700 --> 00:01:48,060
所以呢迈威尔现在就很明显受到资金一赔

46
00:01:48,060 --> 00:01:50,239
周五调整为15个点啊

47
00:01:50,239 --> 00:01:52,000
今天呢是都涨回来了啊

48
00:01:52,000 --> 00:01:54,280
可以说收了一个阳包阴啊

49
00:01:54,280 --> 00:01:55,579
非常的强势啊

50
00:01:55,579 --> 00:01:59,060
迈威尔的手势啊没有结束啊

51
00:01:59,060 --> 00:02:00,500
福哥给他讲过啊

52
00:02:00,500 --> 00:02:02,909
任何的回调都是第几机位啊

53
00:02:02,909 --> 00:02:05,569
那所以呢我们接下来呢那迈瑞尔毫无疑问

54
00:02:05,569 --> 00:02:06,989
300呃

55
00:02:06,989 --> 00:02:08,258
可以是清仓吗

56
00:02:08,258 --> 00:02:09,258
布局一下啊

57
00:02:09,258 --> 00:02:11,739
那我们接下来呢如果企稳以后

58
00:02:11,739 --> 00:02:12,979
接下来下一个目标啊

59
00:02:12,979 --> 00:02:15,218
那肯定要奔这个400去了啊

60
00:02:15,218 --> 00:02:16,338
峰哥那么确定啊

61
00:02:16,338 --> 00:02:20,889
首先啊呃当然那王延勋点评他是

62
00:02:20,889 --> 00:02:21,689
其次呢

63
00:02:21,689 --> 00:02:24,490
福哥也深入的研究了迈克尔是做什么的

64
00:02:24,490 --> 00:02:26,750
而我们AI数据中心有很多的芯片

65
00:02:26,750 --> 00:02:31,539
怎么能够这个把成成千上万颗这个GPU芯片

66
00:02:31,539 --> 00:02:33,180
能够凝成一股绳呢

67
00:02:33,180 --> 00:02:34,800
能够互相协作呢

68
00:02:34,800 --> 00:02:37,109
那就是迈瑞尔迈威尔

69
00:02:37,109 --> 00:02:41,088
他在其中做的就是怎么把这个英伟达的GPU芯片

70
00:02:41,088 --> 00:02:42,479
通过光互联

71
00:02:42,479 --> 00:02:44,599
通过他独门技术的方法

72
00:02:44,599 --> 00:02:48,180
把这些集群能够可以说是做成一个GPU主线

73
00:02:48,180 --> 00:02:50,229
而不是各自为战的啊

74
00:02:50,229 --> 00:02:53,169
没有任何效率的这些一一群伞兵

75
00:02:53,169 --> 00:02:55,110
所以家人们你说外围尔关不关键

76
00:02:55,110 --> 00:02:58,340
没有外威尔就没有英伟达

77
00:02:58,340 --> 00:03:02,639
可以说光互联就是能够把这些各自为政的

78
00:03:02,639 --> 00:03:06,069
这些单个的GPU拧成一股绳

79
00:03:06,069 --> 00:03:08,789
去完成一些很艰难的啊

80
00:03:08,789 --> 00:03:10,490
一些大模型的训练

81
00:03:10,490 --> 00:03:13,639
离了它那AI数据中心就不复存在啊

82
00:03:13,639 --> 00:03:15,259
所以迈威尔很关键啊

83
00:03:15,259 --> 00:03:16,599
他是有潜力的

84
00:03:16,599 --> 00:03:18,860
所以在我们说的迈威尔那副歌

85
00:03:18,860 --> 00:03:20,400
也还得点点评一下吧

86
00:03:20,400 --> 00:03:23,500
啊那诺基亚那也是打诺基亚

87
00:03:23,500 --> 00:03:25,379
很多人说诺基亚不是卖手机

88
00:03:25,379 --> 00:03:26,139
卖手机的

89
00:03:26,139 --> 00:03:27,439
那能卖过苹果吗

90
00:03:27,439 --> 00:03:28,840
但他原来卖手机

91
00:03:28,840 --> 00:03:30,199
他先不卖手机了啊

92
00:03:30,199 --> 00:03:32,319
家人们诺基亚现在已经转型

93
00:03:32,319 --> 00:03:34,870
它也是光通信光互联

94
00:03:34,870 --> 00:03:38,569
所以呢我们家门其实迈威尔跟诺基亚啊

95
00:03:38,569 --> 00:03:42,639
其实他也都跟这个英伟达有关系

96
00:03:42,639 --> 00:03:46,460
诺基亚刚刚被这个英美兰投了十个亿啊

97
00:03:46,460 --> 00:03:50,099
是合作做这个也是做这个光通信

98
00:03:50,099 --> 00:03:51,060
光互联这块

99
00:03:51,060 --> 00:03:52,400
所以诺基亚呢也是啊

100
00:03:52,400 --> 00:03:55,919
未来技术面上他也在做一个声浪

101
00:03:55,919 --> 00:03:57,259
那么周五有调整

102
00:03:57,259 --> 00:03:58,699
当然也开始企稳啊

103
00:03:58,699 --> 00:03:59,900
今天也是涨了五个点

104
00:03:59,900 --> 00:04:02,639
那么我们看十四十五啊

105
00:04:02,639 --> 00:04:04,259
可以拿个一成仓啊

106
00:04:04,259 --> 00:04:05,900
一两成仓都没问题啊

107
00:04:05,900 --> 00:04:07,500
然后因为十四五企稳的话

108
00:04:07,500 --> 00:04:11,259
很快啊会这再次冲击18诺基亚

109
00:04:11,259 --> 00:04:14,969
我觉得他还会重回它该有的高峰

110
00:04:14,969 --> 00:04:16,870
诺基亚达到高峰的时候是多少

111
00:04:16,870 --> 00:04:18,269
诺基亚是高峰

112
00:04:18,269 --> 00:04:19,110
36

113
00:04:19,110 --> 00:04:20,850
诺基亚呢大家知道啊

114
00:04:20,850 --> 00:04:23,769
做手机的时候那么慢的时候36

115
00:04:23,769 --> 00:04:26,579
那我相信呢呃在光通信的时候

116
00:04:26,579 --> 00:04:28,519
我相信光互联的时代

117
00:04:28,519 --> 00:04:31,259
它作为一个潜在的啊

118
00:04:31,259 --> 00:04:33,639
我觉得未来不可或缺的啊

119
00:04:33,639 --> 00:04:37,889
一个我们的光互联龙头绝对有机会啊

120
00:04:37,889 --> 00:04:39,730
重回历史巅峰

121
00:04:39,730 --> 00:04:40,910
2000亿没问题

122
00:04:40,910 --> 00:04:42,089
三五十块啊

123
00:04:42,089 --> 00:04:43,129
对于诺基亚来说

124
00:04:43,129 --> 00:04:45,060
这个也没问题啊

125
00:04:45,060 --> 00:04:47,720
好那么今天的这个迈瑞尔啊

126
00:04:47,720 --> 00:04:52,069
诺基亚啊就是可以说是两个光互联的啊

127
00:04:52,069 --> 00:04:55,769
也是可以说也是为有不错的一个阶段

128
00:04:55,769 --> 00:04:56,670
来走的行情

129
00:04:56,670 --> 00:04:57,569
所以呢家人们

130
00:04:57,569 --> 00:05:01,009
那我们的这个大家如果想知道更多的

131
00:05:01,009 --> 00:05:03,800
那么我们接下来的这个更好的啊

132
00:05:03,800 --> 00:05:05,459
一些潜力个股的家们

133
00:05:05,459 --> 00:05:07,319
大家可以啊点赞啊

134
00:05:07,319 --> 00:05:08,339
订阅我的频道

135
00:05:08,339 --> 00:05:10,720
胡歌会在这个周末啊

136
00:05:10,720 --> 00:05:16,560
每周时间啊10:15分会在线上哈啊陪伴大家

共 1 条，按点赞数排序。

采集完成，该视频无弹幕