BV1o9VU6qEXR · 请不要叫我梁同学1 00:00:00,900 --> 00:00:02,379 对的 2 00:00:50,259 --> 00:00:53,219 过去18岁没戴表 3 00:00:53,219 --> 00:00:57,439 不过有时间别嘟嘴 4 00:00:57,439 --> 00:00:59,759 够我没有后顾 5 00:00:59,759 --> 00:01:03,240 野性贪晚 6 00:01:04,519 --> 00:01:07,019 ♪ 十眼也七岁时 ♪ 7 00:01:07,019 --> 00:01:07,980 ♪ 日无多 ♪ 8 00:01:07,980 --> 00:01:08,400 ♪ 方 ♪ 9 00:01:08,400 --> 00:01:10,140 ♪ 不敢偷懒 ♪ 10 00:01:10,140 --> 00:01:15,739 ♪ 还愿中未奋斗总不太晚 ♪ 11 00:01:16,420 --> 00:01:25,810 ♪ 然后突然今秋望望身边应该有已尽有我的美酒 ♪ 12 00:01:25,810 --> 00:01:30,920 ♪ 跑车相机金表也讲究 ♪ 13 00:01:31,599 --> 00:01:35,579 ♪ 直到世间个个也妒忌 ♪ 14 00:01:35,579 --> 00:01:39,829 ♪ 仍不怎么富有用 ♪ 15 00:01:39,829 --> 00:01:41,469 ♪ 我尚有换 ♪ 16 00:01:41,469 --> 00:01:42,689 ♪ 我没有 ♪ 17 00:01:42,689 --> 00:01:45,769 ♪ 其实已用尽所拥有 ♪ 18 00:01:45,769 --> 00:01:53,209 ♪ 曾付出几多心跳来换取一堆堆的发票 ♪ 19 00:01:53,209 --> 00:01:57,528 ♪ 人值得命中减少几秒 ♪ 20 00:01:57,528 --> 00:02:00,239 ♪ 多买一只表 ♪ 21 00:02:00,760 --> 00:02:03,819 ♪ 苗族捉得紧了 ♪ 22 00:02:03,819 --> 00:02:07,420 ♪ 而皮肤竟偷偷松了 ♪ 23 00:02:07,420 --> 00:02:11,909 ♪ 为何用到尽了戒指那样紧 ♪ 24 00:02:28,060 --> 00:02:31,360 ♪ 劳力是无止境 ♪ 25 00:02:31,360 --> 00:02:32,919 ♪ 活着多好 ♪ 26 00:02:32,919 --> 00:02:35,849 ♪ 不需要靠木星 ♪ 27 00:02:35,849 --> 00:02:42,120 ♪ 也不宜高深高级高吸粉搏转镜 ♪ 28 00:02:42,120 --> 00:02:51,800 ♪ 我就算搏到白着那地位和肖邦的旋wing卖了 ♪ 29 00:02:51,800 --> 00:02:54,300 ♪ 任性日拼夜拼 ♪ 30 00:02:54,300 --> 00:02:55,080 ♪ 忘掉了 ♪ 31 00:02:55,080 --> 00:03:01,110 ♪ 为什么高兴曾付出几多心跳 ♪ 32 00:03:01,110 --> 00:03:04,830 ♪ 来换取一堆堆的发票 ♪ 33 00:03:04,830 --> 00:03:09,229 人直接命中减少几秒 34 00:03:09,229 --> 00:03:11,838 ♪ 多买一只表 ♪ 35 00:03:12,359 --> 00:03:15,449 ♪ 苗族租得紧了 ♪ 36 00:03:15,449 --> 00:03:19,050 ♪ 而皮肤竟偷偷送了 ♪ 37 00:03:19,050 --> 00:03:21,229 为何用到尽了 38 00:03:21,229 --> 00:03:24,919 ♪ 制止那样假愿意 ♪ 39 00:03:26,439 --> 00:03:30,329 ♪ 记住那关于光阴的教训 ♪ 40 00:03:30,329 --> 00:03:33,149 ♪ 回头走天已暗 ♪ 41 00:03:33,149 --> 00:03:37,379 ♪ 你献出了十寸时和分 ♪ 42 00:03:37,819 --> 00:03:40,979 ♪ 可有换到十寸金 ♪ 43 00:03:44,199 --> 00:03:47,680 ♪ 还成底几多心跳 ♪ 44 00:03:47,680 --> 00:03:51,400 ♪ 人面跟水晶表面对照 ♪ 45 00:03:51,400 --> 00:03:55,740 连自己亦都分析不了 46 00:03:55,740 --> 00:03:58,479 ♪ 得到多与思 ♪ 47 00:03:58,960 --> 00:04:02,039 ♪ 也许真的疯了 ♪ 48 00:04:02,039 --> 00:04:03,939 ♪ 哪个都远 ♪ 49 00:04:03,939 --> 00:04:05,639 ♪ 多么可笑 ♪ 50 00:04:05,639 --> 00:04:07,819 ♪ 灵魂若变卖了 ♪ 51 00:04:07,819 --> 00:04:10,090 ♪ 相恋也没收 ♪ 52 00:04:12,639 --> 00:04:16,339 ♪ 人话金都不紧要 ♪ 53 00:04:16,339 --> 00:04:19,420 ♪ 谁做己心一样了 ♪ 54 00:04:19,420 --> 00:04:21,079 ♪ 计划了照做了 ♪ 55 00:04:21,079 --> 00:04:25,089 ♪ 得到了时间却太少 ♪ 56 00:04:25,089 --> 00:04:27,089 ♪ No no no no ♪ 57 00:04:27,089 --> 00:04:29,769 ♪ 还剩低几多 ♪ 58 00:04:29,769 --> 00:04:32,050 心跳还在手 59 00:04:32,050 --> 00:04:34,490 ♪ 赶不及了 ♪ 60 00:04:34,860 --> 00:04:39,899 ♪ 昂贵是这刻我觉了 ♪ 61 00:04:42,220 --> 00:04:46,740 在时计里看破一生 62 00:05:45,660 --> 00:05:48,879 ♪ 共你干杯再举住 ♪ 63 00:05:49,480 --> 00:05:51,959 ♪ 突然间相看晚意 ♪ 64 00:05:51,959 --> 00:05:53,160 诶你好你好 65 00:05:53,160 --> 00:05:56,250 中透着那味物理AI 66 00:05:57,970 --> 00:05:59,009 什么叫物理AI 67 00:06:00,930 --> 00:06:07,360 可以明物理AI是指就像你当日痛心 68 00:06:07,360 --> 00:06:09,980 ♪ 她回绝一番美意 ♪ 69 00:06:10,459 --> 00:06:12,899 发现你哎 70 00:06:12,899 --> 00:06:13,459 晚上好 71 00:06:13,459 --> 00:06:15,850 晚上好 72 00:06:15,850 --> 00:06:17,810 我们零五分开始 73 00:06:18,370 --> 00:06:22,209 大家有想问有想问的东西 74 00:06:22,209 --> 00:06:24,370 你说一下可以说一下 75 00:06:24,370 --> 00:06:25,209 可以打在公屏 76 00:06:25,209 --> 00:06:26,170 我看一下 77 00:06:26,170 --> 00:06:29,579 ♪ 真想不到当初我没哦 ♪ 78 00:06:29,579 --> 00:06:30,459 戴尔哦 79 00:06:30,459 --> 00:06:34,740 戴尔高通特斯拉这种 80 00:06:36,550 --> 00:06:39,110 ♪ 开始时捱一些苦 ♪ 81 00:06:39,110 --> 00:06:40,610 ♪ 栽种绝处 ♪ 82 00:06:40,610 --> 00:06:44,269 拉完了老师这什么什么意思 83 00:06:44,269 --> 00:06:45,899 ♪ 沉默不知 ♪ 84 00:06:45,899 --> 00:06:48,620 ♪ 太过青春的快餐 ♪ 85 00:06:48,620 --> 00:06:49,920 只要求快 86 00:06:49,920 --> 00:06:52,060 不理哪一家 87 00:06:52,060 --> 00:06:56,600 ♪ 哪有玩味的空档来应赏细至淡 ♪ 88 00:06:56,600 --> 00:06:59,839 大家大家如果真的有想提问的 89 00:06:59,839 --> 00:07:02,620 可以完全可以打在这个评论区 90 00:07:02,620 --> 00:07:03,779 我我会看 91 00:07:03,779 --> 00:07:09,319 ♪ 只共你觉得苦也不太差 ♪ 92 00:07:10,180 --> 00:07:12,240 今天主要是在外面散步 93 00:07:12,240 --> 00:07:15,259 坐在一个地方直播 94 00:07:23,699 --> 00:07:25,860 ♪ 下半生竟再开 ♪ 95 00:07:25,860 --> 00:07:27,579 大家周末快乐 96 00:07:27,579 --> 00:07:30,430 大家假期快乐 97 00:07:30,430 --> 00:07:33,040 有在国外的朋友吗 98 00:07:33,040 --> 00:07:34,040 国外的朋友 99 00:07:35,399 --> 00:07:37,899 国外的朋友应该还能放一天假对吧 100 00:07:37,899 --> 00:07:38,879 还在假期 101 00:07:38,879 --> 00:07:40,720 明天还还是假期 102 00:07:41,600 --> 00:07:42,519 对对对 103 00:07:42,519 --> 00:07:43,810 我是用IP 104 00:07:43,810 --> 00:07:45,430 ♪ 我一直停下 ♪ 105 00:07:45,430 --> 00:07:47,089 要从未沾身 106 00:07:47,089 --> 00:07:48,149 更绝望 107 00:07:48,149 --> 00:07:55,418 只需细看神坛里木纹什么精口也不觉 108 00:07:55,899 --> 00:07:57,678 ♪ 却在某消失 ♪ 109 00:07:57,678 --> 00:08:01,408 晚秋深夜忽尔明了了 110 00:08:01,769 --> 00:08:04,149 ♪ 遗忘亦便衰落 ♪ 111 00:08:04,149 --> 00:08:09,290 真想不到当初我们也讨厌吃苦瓜 112 00:08:09,290 --> 00:08:11,899 今天竟听得见吗 113 00:08:11,899 --> 00:08:14,939 这个BGM有没有盖过我的声音 114 00:08:14,939 --> 00:08:16,220 如果没有的话 115 00:08:16,220 --> 00:08:17,699 大家可以扣个一 116 00:08:17,699 --> 00:08:18,779 你扣个一 117 00:08:18,779 --> 00:08:20,300 可以扣一个一 118 00:08:22,220 --> 00:08:26,988 那我们还有一分钟就开始 119 00:08:30,199 --> 00:08:33,519 哪有好OK好嘞好嘞 120 00:08:35,200 --> 00:08:35,740 那 121 00:08:37,340 --> 00:08:41,019 今天我是我这个直播不想回放 122 00:08:41,019 --> 00:08:43,299 因为就是如果录播的话 123 00:08:43,299 --> 00:08:45,539 大概过不了就周末 124 00:08:45,539 --> 00:08:51,559 周末其实对于我对于我们这种投资者吧 125 00:08:51,559 --> 00:08:54,190 那当然就是那个新规 126 00:08:54,190 --> 00:08:57,149 就是罚了那三个头部的券商 127 00:08:57,149 --> 00:09:00,000 这个这个是最大的问题啊 128 00:09:00,000 --> 00:09:02,039 大家有有多少朋友 129 00:09:02,039 --> 00:09:02,720 他是你 130 00:09:02,720 --> 00:09:08,850 你们只是用只是用支付宝去投资的呀 131 00:09:08,850 --> 00:09:11,769 或者是在做嗯 132 00:09:11,769 --> 00:09:14,909 去港股的这种有多少 133 00:09:14,909 --> 00:09:15,690 如果有的话 134 00:09:15,690 --> 00:09:16,450 可以扣个一 135 00:09:16,450 --> 00:09:21,580 或者是你们是有用这三个主流的券商挂 136 00:09:21,580 --> 00:09:26,799 有的话可以扣个一扣个一哈会吗 137 00:09:26,799 --> 00:09:31,080 都大大刺将一切可以扣个一扣个一的 138 00:09:31,080 --> 00:09:32,720 这一秒在好嘞 139 00:09:32,720 --> 00:09:36,379 等下我共你觉得苦雅 140 00:09:36,440 --> 00:09:43,559 其实从这一个就从我获得获取到的消息来看 141 00:09:43,559 --> 00:09:46,460 其实他是对他严重打 142 00:09:46,460 --> 00:09:49,519 他比较大的打击是打击22年 143 00:09:49,519 --> 00:09:54,769 就22年之前不用港卡都能入境 144 00:09:54,769 --> 00:09:57,649 对22年之前有一段时间 145 00:09:57,649 --> 00:10:00,990 他能够直接用大陆的卡进行入境 146 00:10:00,990 --> 00:10:04,750 并且呃也大家应该也发现了 147 00:10:04,750 --> 00:10:08,309 最近在评论区很多一些刷广告的一些这种 148 00:10:08,309 --> 00:10:10,269 大部分都是诈骗 149 00:10:13,100 --> 00:10:14,559 都是诈骗 150 00:10:14,559 --> 00:10:18,860 所以首先就去我们不能说啊 151 00:10:18,860 --> 00:10:20,019 就就只有这三家 152 00:10:20,019 --> 00:10:22,078 我们不用这三家就没事情 153 00:10:22,328 --> 00:10:24,048 这是一个趋势啊 154 00:10:24,048 --> 00:10:26,068 关键我们要看明白趋势 155 00:10:26,068 --> 00:10:28,089 这个朋友说的对的 156 00:10:28,089 --> 00:10:30,740 这三家只是开始而已 157 00:10:30,740 --> 00:10:36,349 逐渐逐渐的就会就会什么就会扩散到全部了 158 00:10:38,668 --> 00:10:42,149 哎从提高开户的门槛再到什么 159 00:10:42,149 --> 00:10:47,129 再到不让大陆人去去做对吧 160 00:10:47,250 --> 00:10:49,828 所以说唉有的时候 161 00:10:52,149 --> 00:10:54,899 得自己好好做好打算 162 00:10:55,259 --> 00:10:59,918 这这边是没办法梦中去给大家去投资啊 163 00:10:59,918 --> 00:11:05,278 首先法律上面就明文规定了对吧 164 00:11:05,278 --> 00:11:10,470 然后还有就是有一些相亲 165 00:11:10,470 --> 00:11:12,889 就是现在国内要划债嘛 166 00:11:12,889 --> 00:11:14,370 有房地产的债务 167 00:11:14,370 --> 00:11:18,889 这些东西得让资本嗯资金留在国内吧 168 00:11:20,210 --> 00:11:22,549 就这个真的没有办法 169 00:11:22,549 --> 00:11:24,190 这个这个真没办法 170 00:11:24,190 --> 00:11:26,490 感觉要一刀切 171 00:11:26,490 --> 00:11:28,950 然后归我有 172 00:11:28,950 --> 00:11:34,399 不至于不至于不至于你的钱还是你的钱 173 00:11:34,399 --> 00:11:35,679 你哪怕在美国赚了钱 174 00:11:35,679 --> 00:11:36,720 还是你赚的钱 175 00:11:37,919 --> 00:11:40,120 不至于会收你的钱 176 00:11:41,879 --> 00:11:45,019 他只不过会就是遣返你而已 177 00:11:45,019 --> 00:11:45,600 懂吗 178 00:11:45,600 --> 00:11:47,330 就是钱烦你而已 179 00:11:47,330 --> 00:11:49,009 就直接让你 180 00:11:51,490 --> 00:11:54,240 直接让你就没办法 181 00:11:54,240 --> 00:11:57,100 我是大陆身份吗 182 00:11:57,100 --> 00:11:57,399 对啊 183 00:11:57,399 --> 00:11:58,320 我是大陆身份 184 00:12:00,360 --> 00:12:06,029 大陆身份我我的主要是用银透和长桥 185 00:12:06,029 --> 00:12:08,909 其实我也会波及到 186 00:12:09,230 --> 00:12:10,350 我会波及到 187 00:12:11,429 --> 00:12:15,389 可是从就是现在银透是非常难开的 188 00:12:15,389 --> 00:12:17,429 非常非常难开 189 00:12:17,899 --> 00:12:20,499 而且在某鱼上面 190 00:12:20,499 --> 00:12:25,028 有一些就居住证明或者工工作证明 191 00:12:25,028 --> 00:12:26,679 这些是P图的吗 192 00:12:26,679 --> 00:12:29,460 有一些这样的一个灰色的一个服务 193 00:12:29,460 --> 00:12:31,940 基本上如果被银透一发现 194 00:12:31,940 --> 00:12:33,669 绝对会被封的 195 00:12:33,669 --> 00:12:34,710 绝对会被封 196 00:12:34,710 --> 00:12:37,309 这个是没有办法的事情 197 00:12:43,559 --> 00:12:45,259 哦不是这个意思 198 00:12:45,259 --> 00:12:49,818 我的意思是民间券商全部都会停掉 199 00:12:49,818 --> 00:12:53,839 然后国内券商在香港推出证券交易 200 00:12:54,458 --> 00:12:56,129 不是不是 201 00:12:56,610 --> 00:13:02,340 就他只不过是想就是资金不能再流出 202 00:13:02,340 --> 00:13:03,600 就在流出 203 00:13:03,600 --> 00:13:04,799 这也是跟我们 204 00:13:04,799 --> 00:13:09,490 我看我们现在很多的资金都在银行里面空转 205 00:13:09,490 --> 00:13:12,970 咖啡都在银行里面空转空 206 00:13:12,970 --> 00:13:16,990 那如果这些资金啊真的是大放水的吧 207 00:13:16,990 --> 00:13:19,789 把这个通缩给逆转出来 208 00:13:19,789 --> 00:13:24,080 那可是你这个游泳池虽然是放水 209 00:13:24,080 --> 00:13:26,059 可是你还是往外漏水啊 210 00:13:27,179 --> 00:13:30,609 所以他们只是把漏水这个给堵住而已 211 00:13:30,969 --> 00:13:32,208 给堵住了 212 00:13:32,208 --> 00:13:34,489 这个是真没办法 213 00:13:35,828 --> 00:13:38,149 现在还有两嗯 214 00:13:38,149 --> 00:13:41,210 还有两家能能能开 215 00:13:41,210 --> 00:13:46,529 不过这两家的话费用都不会太好 216 00:13:46,529 --> 00:13:48,450 费用都不会的还太好 217 00:13:48,450 --> 00:13:50,210 大家得做好准备 218 00:13:50,210 --> 00:13:51,409 做好这个心理预期 219 00:13:51,409 --> 00:13:53,269 一个是某利嘛 220 00:13:53,269 --> 00:13:56,269 一个是加某嘛对吧 221 00:13:56,269 --> 00:13:57,750 一个是加某的 222 00:13:57,750 --> 00:14:00,129 在得得得我记嘛 223 00:14:00,129 --> 00:14:05,279 一个是某利的的播春嘛 224 00:14:05,279 --> 00:14:07,039 波谢嘛 225 00:14:08,179 --> 00:14:12,460 还有一个大家好像好像好像我俩不太知道 226 00:14:12,460 --> 00:14:13,919 是国外的吗 227 00:14:13,919 --> 00:14:17,110 你主要不是国外的话 228 00:14:17,190 --> 00:14:20,570 都不理论上来说都不安全 229 00:14:22,570 --> 00:14:24,529 ♪ 简单的 ♪ 230 00:14:25,129 --> 00:14:30,769 因为它并不是说阻止我们去阻止你的所有用户 231 00:14:30,769 --> 00:14:32,830 懂吧的 232 00:14:32,830 --> 00:14:34,919 他是会嗯 233 00:14:34,919 --> 00:14:41,120 我想他是不他不是阻止所有的用户 234 00:14:41,120 --> 00:14:45,809 他只不过是阻止这个身份的问题 235 00:14:46,929 --> 00:14:47,250 懂吗 236 00:14:48,970 --> 00:14:51,200 他主指的是身份 237 00:14:51,720 --> 00:14:55,600 就是我们常见的那个我们每个人注册的时候 238 00:14:55,600 --> 00:14:58,179 都会填我们的税务报表的 239 00:14:58,179 --> 00:15:00,179 不然的话我们理论上来说 240 00:15:00,179 --> 00:15:03,789 我们应该是交20%情歌的 241 00:15:03,789 --> 00:15:06,818 或者说30%的这碎 242 00:15:06,818 --> 00:15:09,379 因为我们填了税务报表 243 00:15:09,379 --> 00:15:12,278 这个WB要W8是吧 244 00:15:12,278 --> 00:15:15,000 W88还是W81 245 00:15:15,080 --> 00:15:18,919 都是都都都会舔我们的身份 246 00:15:19,159 --> 00:15:20,679 都会填我们身份 247 00:15:20,679 --> 00:15:21,740 没有办法的 248 00:15:21,740 --> 00:15:23,440 大家如果你说觉得啊 249 00:15:23,440 --> 00:15:26,230 我这个废物会不会让别人知道啊 250 00:15:26,230 --> 00:15:27,029 这个信息的话 251 00:15:27,029 --> 00:15:28,990 你可以去自己的券商 252 00:15:28,990 --> 00:15:32,250 自己券商的个人信息那里有一个税务报表 253 00:15:32,250 --> 00:15:33,090 你去看一下 254 00:15:33,090 --> 00:15:36,720 你是WBIW不W8 255 00:15:36,720 --> 00:15:39,259 然后后面这个是字母还是数字 256 00:15:39,259 --> 00:15:40,899 这个是有区别的 257 00:15:40,899 --> 00:15:42,950 这个有区别的 258 00:15:43,389 --> 00:15:48,690 当然你说最安全就是美卡加额美券商嘛 259 00:15:48,690 --> 00:15:52,509 可是这个美卡其实也不安全 260 00:15:52,509 --> 00:15:53,429 也不安全 261 00:15:53,429 --> 00:15:54,210 一旦没卡 262 00:15:54,210 --> 00:15:57,999 比如说我的像我的会封那样 263 00:15:57,999 --> 00:15:59,639 那我只要封一个地方 264 00:15:59,639 --> 00:16:00,698 全部都会封 265 00:16:00,698 --> 00:16:02,798 也不安全 266 00:16:03,940 --> 00:16:06,740 ♪ 我试过完 ♪ 267 00:16:06,740 --> 00:16:07,940 所以没有办法 268 00:16:07,940 --> 00:16:13,629 都周五的这三家短期不会强制卖出出金 269 00:16:13,629 --> 00:16:16,690 不会不会不会不会不会不会的 270 00:16:16,690 --> 00:16:17,599 不会的 271 00:16:18,359 --> 00:16:22,639 总是需要一个过程去处理这个问题嘛 272 00:16:22,639 --> 00:16:25,399 对的不可能说啊 273 00:16:25,399 --> 00:16:27,759 直接就你们全部滚蛋 274 00:16:27,759 --> 00:16:33,120 不可能不至于不仅情唱得完美 275 00:16:33,120 --> 00:16:34,080 对对对 276 00:16:34,080 --> 00:16:37,139 国哎这个同学说的非常非常对 277 00:16:37,139 --> 00:16:39,139 国外也在查美卡 278 00:16:39,139 --> 00:16:43,960 也许是非非美国本土的人 279 00:16:43,960 --> 00:16:47,009 在美国的金融懂了 280 00:16:47,009 --> 00:16:48,710 大家大家去搜搜这个新闻 281 00:16:48,710 --> 00:16:50,339 好像是周末的 282 00:16:50,339 --> 00:16:53,538 所以美卡未必美卡是安全的 283 00:17:01,629 --> 00:17:02,789 大家一定要知道 284 00:17:02,789 --> 00:17:04,789 就算不是说啊就是没卡 285 00:17:04,789 --> 00:17:05,890 就是安全 286 00:17:11,558 --> 00:17:12,239 没有办法 287 00:17:12,239 --> 00:17:14,838 真真没有办法 288 00:17:16,099 --> 00:17:19,328 不过就是如果你说给我 289 00:17:19,328 --> 00:17:21,568 我去投QDII产品 290 00:17:21,568 --> 00:17:23,128 我投个78年 291 00:17:23,128 --> 00:17:24,900 我天天拉满投 292 00:17:24,900 --> 00:17:26,299 我投个56年 293 00:17:26,299 --> 00:17:27,859 78年我都投不完 294 00:17:27,859 --> 00:17:31,990 也许所以所以你让我真的去放弃这一个 295 00:17:36,099 --> 00:17:38,259 那我肯定不可能的 296 00:17:38,259 --> 00:17:39,420 我天天拉满 297 00:17:39,420 --> 00:17:43,299 投个67年都投不完 298 00:17:44,200 --> 00:17:45,400 就没招没招了 299 00:17:46,960 --> 00:17:49,740 所以现在来说还是怎么样 300 00:17:49,740 --> 00:17:53,720 还是如果嗯走一 301 00:17:53,720 --> 00:17:55,380 如果是你真的没招了 302 00:17:55,380 --> 00:17:56,640 就是真没招了 303 00:17:56,640 --> 00:18:01,910 你说我就是港考配长乔木木妞妞 304 00:18:01,910 --> 00:18:05,109 不图妞妞木木这一些的话 305 00:18:05,109 --> 00:18:06,109 那就没招了 306 00:18:06,109 --> 00:18:07,809 真没招了 307 00:18:07,809 --> 00:18:10,410 那你可以给你一个选择 308 00:18:10,410 --> 00:18:13,849 你就赶紧去那一个开那个某利 309 00:18:13,849 --> 00:18:15,769 那个某坡对吧 310 00:18:15,769 --> 00:18:18,329 那个app还还是可以用 311 00:18:18,329 --> 00:18:21,210 这还不是那么反直觉 312 00:18:21,210 --> 00:18:23,630 还行还行 313 00:18:23,630 --> 00:18:30,819 不过我还是跟大家做一个做一个预警吧 314 00:18:31,710 --> 00:18:34,309 就做一个我目前得到的消息 315 00:18:34,309 --> 00:18:42,259 就是无论你只要你的券商是在香港懂吗 316 00:18:42,259 --> 00:18:44,798 大家只要是在香港 317 00:18:44,798 --> 00:18:49,869 新加坡也是日本也是好了 318 00:18:49,869 --> 00:18:51,009 所有的亚洲 319 00:18:52,609 --> 00:18:55,349 你只要不是在美国的券商 320 00:18:55,349 --> 00:19:00,950 你的CRS一定会被追踪到的 321 00:19:02,019 --> 00:19:04,220 一定会被追踪到的 322 00:19:04,220 --> 00:19:06,240 你那个20% 323 00:19:06,240 --> 00:19:09,299 到25%的那个资本利得税 324 00:19:09,299 --> 00:19:11,019 你迟早要补的 325 00:19:11,019 --> 00:19:16,529 如果你不是在在那个美美国券商看 326 00:19:16,529 --> 00:19:19,410 这不是一定的一定的 327 00:19:19,410 --> 00:19:22,609 因为你现在只不过是体量不太大 328 00:19:22,609 --> 00:19:23,970 不追究你而已 329 00:19:23,970 --> 00:19:24,890 一旦体量大 330 00:19:24,890 --> 00:19:26,369 马上追究 331 00:19:28,029 --> 00:19:29,289 大家一定要做 332 00:19:29,289 --> 00:19:34,059 这个是这个是一个最终极的一个杀招 333 00:19:34,059 --> 00:19:34,940 懂吧 334 00:19:34,940 --> 00:19:38,839 现在还没有说全部人都都动用那个CRS 335 00:19:38,839 --> 00:19:41,759 全部人都要交那20%的利得税 336 00:19:43,960 --> 00:19:47,079 这个是杀伤力会最大的心里 337 00:19:47,079 --> 00:19:47,799 因为 338 00:19:51,440 --> 00:19:52,880 因为因为你再怎么说 339 00:19:52,880 --> 00:19:54,349 现在还能玩吗 340 00:19:54,349 --> 00:19:57,869 唉不会两年之后直接玩不了 341 00:19:57,869 --> 00:20:01,180 那不真不至于方法很多 342 00:20:01,180 --> 00:20:04,539 比如说大家大家有多少都是港卡的 343 00:20:04,539 --> 00:20:07,160 如果大家港卡都都扣个一 344 00:20:07,160 --> 00:20:09,779 大家用港卡扣个一吧 345 00:20:12,559 --> 00:20:14,420 扣个一扣个一扣个一 346 00:20:14,420 --> 00:20:15,720 如果大家是港卡 347 00:20:15,720 --> 00:20:17,839 扣个一啊 348 00:20:17,839 --> 00:20:18,599 全部呃 349 00:20:18,599 --> 00:20:19,660 我们直播间的 350 00:20:19,660 --> 00:20:21,380 如果大家用港卡扣个一 351 00:20:21,380 --> 00:20:23,279 用美卡的扣个二 352 00:20:23,279 --> 00:20:25,000 用没卡的扣个二 353 00:20:27,279 --> 00:20:29,650 ♪ 月却不回来 ♪ 354 00:20:29,650 --> 00:20:31,490 有用没卡的同学吗 355 00:20:34,089 --> 00:20:37,009 网卡扣一没卡扣二 356 00:20:37,890 --> 00:20:41,609 就是你退1万步来讲 357 00:20:41,609 --> 00:20:47,329 港卡本身它自带的那一个投资功能了是吧 358 00:20:47,329 --> 00:20:49,269 港卡它自带的 359 00:20:49,269 --> 00:20:51,390 只不过手续费会巨高 360 00:20:51,390 --> 00:20:54,670 无比就高的高的逆天 361 00:20:54,670 --> 00:20:56,029 不过你们不卖出来 362 00:20:56,029 --> 00:20:59,829 不就是不会扣那个手续费吗 363 00:21:00,470 --> 00:21:03,480 所以说你大家都用港卡的情况下 364 00:21:04,880 --> 00:21:07,579 尽可能的开多一点券商 365 00:21:07,579 --> 00:21:12,940 就哪怕是像就本土的也是开多一点点 366 00:21:15,309 --> 00:21:16,470 走一步看一步 367 00:21:16,470 --> 00:21:23,400 这东西如果能去能去弄那一个美国券商 368 00:21:23,400 --> 00:21:24,160 就尽可能弄 369 00:21:24,160 --> 00:21:25,559 抓紧时间弄 370 00:21:25,559 --> 00:21:27,579 因为一旦出了这个事情 371 00:21:27,579 --> 00:21:30,940 很多人就像上一次那样开莹透那样 372 00:21:30,940 --> 00:21:32,880 特别多人去银透 373 00:21:32,880 --> 00:21:35,920 开完之后迎头直接就不让开了 374 00:21:35,920 --> 00:21:39,920 就赶紧等着这个车对吧 375 00:21:39,920 --> 00:21:41,539 还没有开走之前 376 00:21:41,539 --> 00:21:43,869 赶紧把他上车 377 00:21:43,869 --> 00:21:45,630 亦有就别管后面的人了 378 00:21:45,630 --> 00:21:50,460 无吻在等候已 379 00:21:50,460 --> 00:21:54,039 现在已经很多的券商都已经要1万 380 00:21:54,039 --> 00:21:57,690 1.5万美元要放在那里 381 00:21:57,690 --> 00:21:59,609 他才可以给你开户的 382 00:21:59,609 --> 00:22:01,130 我不知道大家有没有看见 383 00:22:01,130 --> 00:22:04,528 尤其是每户就美国的券商特别多 384 00:22:04,528 --> 00:22:08,049 你要就你要入金1.5万块钱 385 00:22:08,049 --> 00:22:10,809 之前的营收只是入金个两块钱 386 00:22:10,809 --> 00:22:11,970 一块钱美金 387 00:22:11,970 --> 00:22:15,869 一刀两刀就直接就让你过了 388 00:22:16,029 --> 00:22:18,190 甚至到后面可能1.5万美金 389 00:22:18,190 --> 00:22:21,930 可能都都什么都不行 390 00:22:23,210 --> 00:22:26,240 所以大家趁着这个多开点券商 391 00:22:26,240 --> 00:22:27,500 然后绑个卡 392 00:22:27,500 --> 00:22:28,440 充个十块钱 393 00:22:28,440 --> 00:22:29,240 一两块钱 394 00:22:29,240 --> 00:22:32,599 有更保持这个账户在活跃的状态 395 00:22:32,599 --> 00:22:34,359 他就没办法好好的去清理 396 00:22:34,359 --> 00:22:39,380 你这个是目前来说我们能够做到的 397 00:22:39,380 --> 00:22:43,180 可一醉自救对呀 398 00:22:43,680 --> 00:22:49,009 然后周末然后说一下这个东西的影响吧 399 00:22:49,569 --> 00:22:56,500 啊透杏出的那个没有透是没法开 400 00:22:56,500 --> 00:22:59,160 透是最好的啊 401 00:22:59,160 --> 00:23:03,480 有的大家应该都知道透是最好的 402 00:23:03,480 --> 00:23:05,859 无论是手续费也好 403 00:23:05,859 --> 00:23:07,960 包括是汇率转换 404 00:23:07,960 --> 00:23:08,940 汇率也好 405 00:23:08,940 --> 00:23:10,400 安全性也好 406 00:23:10,400 --> 00:23:12,859 都是最棒的 407 00:23:12,859 --> 00:23:15,680 他就是难用而已 408 00:23:15,680 --> 00:23:18,839 懂吧他就是很难用 409 00:23:19,119 --> 00:23:21,720 就可能外国人觉得还挺好用 410 00:23:21,720 --> 00:23:25,160 但是就是我们我们用惯了国内的券商 411 00:23:25,160 --> 00:23:27,519 就特别觉得难用 412 00:23:27,519 --> 00:23:30,180 特别难用而已 413 00:23:31,539 --> 00:23:33,660 我没有后顾 414 00:23:33,660 --> 00:23:37,019 安全性是完全没有问题的话 415 00:23:37,420 --> 00:23:41,779 信也是一信的话费用会高 416 00:23:41,779 --> 00:23:45,099 信的话出金和入金都要给 417 00:23:45,099 --> 00:23:49,159 手续费都要给都要给 418 00:23:49,519 --> 00:23:52,410 所以现在你们只能说说啊 419 00:23:53,329 --> 00:23:56,589 这两个选一个男的不可能 420 00:23:56,589 --> 00:23:58,509 因为这两个如果都能开 421 00:23:58,509 --> 00:24:00,420 尽可能全开 422 00:24:00,420 --> 00:24:02,779 而且现在我啊 423 00:24:02,779 --> 00:24:05,579 我不知道大家有没有能力去讲开透啊 424 00:24:05,579 --> 00:24:09,079 就是能够把这个焊死的车门直接扒开 425 00:24:09,079 --> 00:24:10,279 然后自己钻上车 426 00:24:10,279 --> 00:24:11,740 如果能有的话 427 00:24:11,740 --> 00:24:16,148 尽可能去去开个透透会好很多 428 00:24:17,269 --> 00:24:19,529 BBA1BBA1是啥 429 00:24:19,529 --> 00:24:20,309 B b a1 430 00:24:20,309 --> 00:24:21,930 我不知道知道这个券商 431 00:24:21,930 --> 00:24:25,430 因为大家BBA1是美美国券商吗 432 00:24:25,430 --> 00:24:26,930 是美圈吗 433 00:24:26,930 --> 00:24:31,769 他的一个哎大家可以看一下那个你开这个券商 434 00:24:31,769 --> 00:24:32,809 比如说BBAE 435 00:24:32,809 --> 00:24:34,329 你在百度啊 436 00:24:34,329 --> 00:24:35,890 或者是搜一下他的 437 00:24:35,890 --> 00:24:39,369 他的总部是不是在美国去陪不你 438 00:24:39,369 --> 00:24:41,769 你需要看一下你他的总部在不在美国 439 00:24:41,769 --> 00:24:44,329 必备必备人必备没问题 440 00:24:44,329 --> 00:24:45,349 A倍没问题 441 00:24:45,349 --> 00:24:48,759 感应必备没问题 442 00:24:48,759 --> 00:24:51,039 你必备难开吗 443 00:24:52,640 --> 00:24:53,940 我不知道必备呀 444 00:24:53,940 --> 00:24:56,039 必备难开吗 445 00:24:58,519 --> 00:25:03,720 我反正我昨天做的那两个做的那一个啥 446 00:25:03,720 --> 00:25:04,680 做的那一个 447 00:25:04,680 --> 00:25:09,799 我记昨天去自己弄了一个信 448 00:25:10,480 --> 00:25:12,400 我觉得信还还可以加 449 00:25:12,400 --> 00:25:17,779 还可以加第一正确D证券是什么 450 00:25:17,779 --> 00:25:19,180 我我个人吗 451 00:25:19,180 --> 00:25:21,660 我个人是用银透吧 452 00:25:21,660 --> 00:25:23,480 我这个人是用银透为主 453 00:25:23,480 --> 00:25:25,849 长桥的话就五五吧 454 00:25:25,849 --> 00:25:29,180 一半一半可能后面可能出金的话 455 00:25:29,180 --> 00:25:30,700 就可能要消费 456 00:25:30,700 --> 00:25:32,019 出新的话可能会用 457 00:25:33,220 --> 00:25:36,190 可能肯定会用长桥出金了 458 00:25:36,190 --> 00:25:38,470 逐渐把长桥的资金转出来用了 459 00:25:39,950 --> 00:25:41,670 没有办法的 460 00:25:42,410 --> 00:25:44,990 还有还有就是美国的券商 461 00:25:44,990 --> 00:25:47,529 这种券商有个特点 462 00:25:47,529 --> 00:25:51,919 就是你出金要给钱很对 463 00:25:51,919 --> 00:25:55,200 比如说透外每超1000块钱 464 00:25:55,200 --> 00:25:56,500 他要收多少钱 465 00:25:56,500 --> 00:25:57,599 你可以卡死 466 00:25:57,599 --> 00:26:03,089 每一次出出金999美刀这样 467 00:26:03,089 --> 00:26:06,609 所以这种事这个这个事情不用太慌张 468 00:26:06,609 --> 00:26:08,480 真的不用太慌张 469 00:26:08,480 --> 00:26:15,319 也不用说被这两个被两个什么两年给吓到 470 00:26:15,319 --> 00:26:19,920 风被吓到完成底 471 00:26:20,279 --> 00:26:25,519 不过这两当然这个事情一定是个趋势 472 00:26:25,519 --> 00:26:27,119 我们要看这个趋势 473 00:26:27,119 --> 00:26:28,079 不用说啊 474 00:26:28,079 --> 00:26:29,319 我我特别害怕 475 00:26:29,319 --> 00:26:31,160 说两年之后不让我吵了 476 00:26:31,160 --> 00:26:33,019 或者怎么怎么怎么地的 477 00:26:33,019 --> 00:26:34,759 那还有两年呢 478 00:26:34,759 --> 00:26:37,740 两年解决的办法还是特别多的 479 00:26:39,700 --> 00:26:40,029 ♪ 零 ♪ 480 00:26:40,029 --> 00:26:41,390 其实别的办法特别多 481 00:26:44,029 --> 00:26:46,130 所以不用太张慌张 482 00:26:46,130 --> 00:26:50,009 这个事情应该是要比应该要比什么 483 00:26:50,009 --> 00:26:54,259 应该要比一样股票走势 484 00:26:54,259 --> 00:26:58,359 应该要更加的那个更加更加的重要 485 00:26:58,359 --> 00:27:02,500 因为这个直接影响到你的资金最根本的安全 486 00:27:02,539 --> 00:27:04,599 最根本的安全问题 487 00:27:04,599 --> 00:27:07,690 还敢不任何的 488 00:27:07,690 --> 00:27:10,109 你说炒股亏钱赚钱都无所谓 489 00:27:10,109 --> 00:27:11,069 伤不了你的 490 00:27:11,069 --> 00:27:13,450 你就认赌服输嘛对吧 491 00:27:13,450 --> 00:27:17,859 他他并没有威胁到你资金的安全问题 492 00:27:17,859 --> 00:27:19,920 这个是比较重要的 493 00:27:19,920 --> 00:27:21,640 还有还有就是周末 494 00:27:21,640 --> 00:27:24,460 周末的话大家有看新闻吗 495 00:27:24,460 --> 00:27:31,029 就是额以前是比如说我在美国本土 496 00:27:31,029 --> 00:27:32,470 然后我申请绿卡的 497 00:27:32,470 --> 00:27:34,569 是这个期间我是可以留着 498 00:27:34,569 --> 00:27:36,509 我是可以留留在美国的 499 00:27:36,509 --> 00:27:40,429 那现在的话必须要就是你你如果你是中国的话 500 00:27:40,429 --> 00:27:42,750 你要去申请的话 501 00:27:42,750 --> 00:27:44,069 你要回到中国 502 00:27:44,069 --> 00:27:47,589 在中国的领事馆去申请 503 00:27:47,589 --> 00:27:49,799 这也是一个趋势啊 504 00:27:49,920 --> 00:27:50,799 朋友们 505 00:27:50,799 --> 00:27:58,138 这个趋势就是他虚他他的他不是说不要人懂吗 506 00:27:58,138 --> 00:28:04,638 他要的是他要的是那一些有价值的人 507 00:28:05,159 --> 00:28:06,959 另外你看AI 508 00:28:06,959 --> 00:28:09,318 目前以前这些发达国家 509 00:28:09,318 --> 00:28:13,450 你看劳动力少子化特别特别严重 510 00:28:13,450 --> 00:28:15,589 劳动力也什么样 511 00:28:15,589 --> 00:28:19,630 需要劳动力需要不停地引进外部的劳动力 512 00:28:20,309 --> 00:28:23,750 所以你看各种各样的移民政策都放开 513 00:28:23,750 --> 00:28:26,029 你看现在你看很明显 514 00:28:26,029 --> 00:28:31,930 人工智能这个东西他就会提高生产率的 515 00:28:31,930 --> 00:28:34,410 你需要的人不不会这么多了 516 00:28:34,410 --> 00:28:39,500 所以现在就开始对移民这个东西进行筛选了 517 00:28:39,500 --> 00:28:41,539 把门槛门槛给提高 518 00:28:44,539 --> 00:28:46,400 这也是一个趋势 519 00:28:46,680 --> 00:28:50,980 所以就是无无论从资金啊还是人啊 520 00:28:50,980 --> 00:28:57,680 这种都会最起码比前10年吧 521 00:28:57,680 --> 00:29:02,119 前5年要严格要封闭很多了 522 00:29:02,119 --> 00:29:03,980 大家应该能够感觉到的 523 00:29:03,980 --> 00:29:08,949 世界以前以前就是作为作为我我今天是对吧 524 00:29:08,949 --> 00:29:11,189 我初一今天是答辩结束了 525 00:29:11,189 --> 00:29:13,528 我我老老开心了对吧 526 00:29:13,528 --> 00:29:15,638 对于我们这种学生来说 527 00:29:15,638 --> 00:29:17,239 最最好的方式 528 00:29:17,239 --> 00:29:19,159 以前就是拿绿绿卡嘛 529 00:29:19,159 --> 00:29:21,539 不拿拿那一个学生签 530 00:29:21,539 --> 00:29:23,579 然后学生签一步一步的晋级 531 00:29:23,579 --> 00:29:24,380 然后拿绿卡 532 00:29:24,380 --> 00:29:26,980 然后再怎么怎么样吧对吧 533 00:29:26,980 --> 00:29:28,769 现在直接卡死了 534 00:29:28,769 --> 00:29:30,250 直接卡死了 535 00:29:30,250 --> 00:29:31,769 就是你如果要申请的话 536 00:29:31,769 --> 00:29:34,809 你要回国就回国那个地方申请 537 00:29:38,410 --> 00:29:39,529 特别啊对对对 538 00:29:39,529 --> 00:29:41,349 逆全球化特别明显 539 00:29:41,349 --> 00:29:43,529 大趋势就是逆全球化 540 00:29:44,890 --> 00:29:46,809 这个真没办法 541 00:29:47,130 --> 00:29:53,000 ♪ 叶春天终于也同是开始死亡那一片 ♪ 542 00:29:53,000 --> 00:29:56,409 所以大家一定要什么未雨绸缪 543 00:29:56,409 --> 00:29:58,808 君子不立危墙之下 544 00:29:58,808 --> 00:30:00,888 别等到说一年吧 545 00:30:00,888 --> 00:30:03,868 别等到说一年半之后 546 00:30:03,868 --> 00:30:08,200 两年才为自己的资金呢或者其他做打算 547 00:30:08,200 --> 00:30:11,160 ♪ 我也不受谁威胁 ♪ 548 00:30:12,900 --> 00:30:14,619 甚至大家可以跑去 549 00:30:14,619 --> 00:30:17,279 如果大家资金还可以的情况下 550 00:30:17,279 --> 00:30:20,450 大家可以去香港开个运通啊 551 00:30:20,450 --> 00:30:26,130 运通的话最起码会比会比那几个重音呐 552 00:30:26,450 --> 00:30:29,009 啊这这这几个汇丰啊 553 00:30:29,009 --> 00:30:30,319 这几个要安全 554 00:30:30,319 --> 00:30:33,359 最起码最起码要安全 555 00:30:33,359 --> 00:30:36,019 不过开运通好像门槛挺高的 556 00:30:36,019 --> 00:30:37,740 不过如果有条件的话 557 00:30:37,740 --> 00:30:39,640 尽可能去开开 558 00:30:39,640 --> 00:30:42,500 应该尽可能去开开绝对 559 00:30:42,500 --> 00:30:43,980 然后再 560 00:30:43,980 --> 00:30:51,150 那么这个比较最重要的事情就先说到这里 561 00:30:51,150 --> 00:30:57,059 我今天可能要我今天我可能直播个10分钟之后 562 00:30:57,059 --> 00:30:57,960 我就下播 563 00:30:57,960 --> 00:30:59,380 那么先说一下什么 564 00:30:59,380 --> 00:31:01,680 先说一下投资的吧 565 00:31:01,680 --> 00:31:05,500 就是大家投资一定要投资AIO知道没有 566 00:31:05,500 --> 00:31:10,920 大家投资不要去投资那一些传统的那一些行业 567 00:31:10,920 --> 00:31:14,299 就无论是AI的软件硬件都好 568 00:31:14,299 --> 00:31:16,519 你只要是围绕着AI来投 569 00:31:17,559 --> 00:31:20,460 无非就是走的慢和快问题 570 00:31:21,369 --> 00:31:22,049 运通 571 00:31:25,049 --> 00:31:27,960 是哪几个字就运通啊 572 00:31:28,799 --> 00:31:30,160 就是一个银行 573 00:31:32,480 --> 00:31:33,559 它不是 574 00:31:33,559 --> 00:31:36,740 可是AI现在是不是太疯狂了 575 00:31:36,740 --> 00:31:38,079 不是的 576 00:31:39,519 --> 00:31:41,089 大家呃 577 00:31:41,089 --> 00:31:42,269 大家有看过 578 00:31:42,269 --> 00:31:47,029 这一个第一季度的一个个额盈盈利吗 579 00:31:47,029 --> 00:31:47,910 标普我的盈利 580 00:31:47,910 --> 00:31:49,430 如果你是剔除AI 581 00:31:49,430 --> 00:31:53,029 就完全剔除掉AI种感觉 582 00:31:53,029 --> 00:31:55,849 那么整一个其他板块全都是衰退的 583 00:31:55,849 --> 00:31:58,049 ♪ 很绝对 ♪ 584 00:32:00,019 --> 00:32:01,640 都是衰退的 585 00:32:01,640 --> 00:32:04,059 就是除了A你不投AI的话 586 00:32:04,059 --> 00:32:05,900 他就是你投的其他的东西 587 00:32:05,900 --> 00:32:07,859 他就是衰退的 588 00:32:12,460 --> 00:32:13,539 都是衰退的 589 00:32:13,539 --> 00:32:16,799 所以说并不是说我们要去投AI 590 00:32:16,799 --> 00:32:18,759 AI高估还是不高估的哦 591 00:32:18,759 --> 00:32:20,460 如果你认为高估的话 592 00:32:20,460 --> 00:32:24,400 那就应该呃把仓位压缩压缩一点点 593 00:32:24,400 --> 00:32:27,240 可是不能说我要我为了怎么样 594 00:32:27,240 --> 00:32:31,890 我去买一个比较和AI没有关系的 595 00:32:33,009 --> 00:32:35,019 没有没有关系的东西 596 00:32:35,019 --> 00:32:36,980 大家估计也很明显 597 00:32:36,980 --> 00:32:39,240 看得出来就是我我是投 598 00:32:39,240 --> 00:32:40,160 我是投能源 599 00:32:40,160 --> 00:32:41,400 还有投电力 600 00:32:41,400 --> 00:32:44,079 投散热的VRT呃 601 00:32:44,079 --> 00:32:48,839 加了VRT还买了挺多的那一个呃 602 00:32:48,839 --> 00:32:53,789 GEVGEV这两个本质上都是AI啊 603 00:32:53,789 --> 00:32:54,869 都是AI的龙头 604 00:32:54,869 --> 00:32:56,799 每个环节的节点而已 605 00:32:57,599 --> 00:32:59,420 就是我觉得半导体是高 606 00:32:59,420 --> 00:33:00,380 真的很高 607 00:33:00,380 --> 00:33:02,599 而且这个赛道很拥挤 608 00:33:02,599 --> 00:33:04,210 特别拥挤 609 00:33:04,210 --> 00:33:05,809 可是我也没办法说 610 00:33:05,809 --> 00:33:09,150 说服自己去投AI以外的稳健的赛道 611 00:33:09,150 --> 00:33:10,890 比如说像沃尔玛对吧 612 00:33:10,890 --> 00:33:13,449 COSTCO跌的老惨了 613 00:33:13,449 --> 00:33:16,450 所以逼着你投AI 614 00:33:16,450 --> 00:33:17,809 逼着你投AI 615 00:33:19,849 --> 00:33:21,329 这个是比较重要的 616 00:33:21,329 --> 00:33:27,009 然后呃然后还有就是云厂商啊 617 00:33:27,009 --> 00:33:30,410 对云厂商的问题就是云厂商很慢 618 00:33:30,410 --> 00:33:33,630 所以云厂商他会确定性会特别高 619 00:33:33,630 --> 00:33:37,930 就以后大家可能现在觉得啊云厂商怎么哎 620 00:33:37,930 --> 00:33:40,789 你看半导体AMD对吧 621 00:33:40,789 --> 00:33:44,289 a arm那就长到起飞了 622 00:33:47,049 --> 00:33:49,849 走到老稳了对吧 623 00:33:49,849 --> 00:33:51,029 就很羡慕 624 00:33:51,029 --> 00:33:53,609 其实那些云厂商他是这时候 625 00:33:53,609 --> 00:33:55,569 到时候他会最持久 626 00:33:55,569 --> 00:33:57,199 他会很慢 627 00:33:57,798 --> 00:34:00,798 你不能对他有一个说爆发的预期 628 00:34:03,598 --> 00:34:04,419 对就是这样 629 00:34:04,419 --> 00:34:06,710 然后还有朋友应该问一下 630 00:34:06,710 --> 00:34:09,860 还有朋友就是问我存储怎么看 631 00:34:10,260 --> 00:34:13,019 就是我有一次动态他回了 632 00:34:13,019 --> 00:34:19,360 就是因为存储很快它就会登录到登录到什么 633 00:34:19,360 --> 00:34:21,980 登录到美股的市场 634 00:34:21,980 --> 00:34:25,420 如果你是按照现在这个PE来算的话 635 00:34:25,420 --> 00:34:27,989 就是在欧巴对吧 636 00:34:27,989 --> 00:34:31,269 欧巴有一些有欧巴的市场里面 637 00:34:31,269 --> 00:34:35,070 有一些股票其实存储它的屁特别低 638 00:34:35,269 --> 00:34:37,110 如果你的PE这么低 639 00:34:37,110 --> 00:34:40,108 你上市的话相当于给人捡便宜 640 00:34:40,548 --> 00:34:42,708 所以趁着这一波对吧 641 00:34:42,708 --> 00:34:46,009 从P把P炒起来 642 00:34:46,009 --> 00:34:50,360 炒到一个呃一个科技公司 643 00:34:50,360 --> 00:34:51,659 AI科技公司 644 00:34:51,659 --> 00:34:52,840 AI硬件公司 645 00:34:52,840 --> 00:34:56,650 AI半导体公司应该有的这个P的水平 646 00:34:56,650 --> 00:35:01,619 然后一上市直接额中石油 647 00:35:01,619 --> 00:35:02,179 知道吗 648 00:35:02,179 --> 00:35:05,099 07年中石油大家应该懂了吧 649 00:35:05,099 --> 00:35:07,619 07年中石油 650 00:35:08,090 --> 00:35:08,849 07年 651 00:35:08,849 --> 00:35:14,369 ♪ 中石油今天竟出越来越 ♪ 652 00:35:17,159 --> 00:35:19,438 中石油就这个 653 00:35:19,438 --> 00:35:21,599 所以大家大家对存储就这样 654 00:35:21,599 --> 00:35:23,119 存储是我上次都说了 655 00:35:23,119 --> 00:35:25,878 存上次其实上一个直播说了 656 00:35:25,878 --> 00:35:27,179 存储能玩 657 00:35:27,179 --> 00:35:34,380 但是怎么样不会像之前那样这么简单去玩 658 00:35:34,380 --> 00:35:36,880 它自己的波动会比较大的 659 00:35:36,880 --> 00:35:38,769 比如说在日内波动 660 00:35:38,769 --> 00:35:41,650 他并没有说一开盘我就冲高必开冲高 661 00:35:41,650 --> 00:35:43,570 他有时候还会这样跌的 662 00:35:43,570 --> 00:35:47,360 他并没有这么无脑的直接冲 663 00:35:48,239 --> 00:35:50,880 另外就是目前半导体 664 00:35:50,880 --> 00:35:54,039 还是围绕着一个那几个股票在炒 665 00:35:54,039 --> 00:35:57,400 就是有很多股票其实他已经走不回去了 666 00:35:58,639 --> 00:36:01,239 也有很多股票其实走不带回去 667 00:36:01,679 --> 00:36:05,000 所以所以它也是出现一种分化吧 668 00:36:05,000 --> 00:36:07,119 最起码对冲基金啊 669 00:36:07,119 --> 00:36:09,840 不过我我就是犀牛哥说 670 00:36:09,840 --> 00:36:14,079 对冲基金他是要加仓软件对吧 671 00:36:14,079 --> 00:36:16,639 所以要做空半导体 672 00:36:16,639 --> 00:36:17,760 我是没看见 673 00:36:17,760 --> 00:36:22,360 就是我看见他在呃软件它是加了 674 00:36:22,360 --> 00:36:27,710 可是我还没见到他在半导体上面有空单都带 675 00:36:27,710 --> 00:36:28,809 这是我没有看见的 676 00:36:28,809 --> 00:36:30,239 ♪ 将一切都 ♪ 677 00:36:30,239 --> 00:36:33,159 所以所以对半导体来说呢 678 00:36:33,159 --> 00:36:35,239 短还还是那句话吧 679 00:36:35,239 --> 00:36:36,880 一旦跌破10日线 680 00:36:36,880 --> 00:36:39,360 你就减一点仓对吧 681 00:36:39,539 --> 00:36:42,739 就这种这种方式就就很OK了 682 00:36:43,780 --> 00:36:45,690 也不用太着急 683 00:36:46,250 --> 00:36:48,289 反正我半导体是几乎没有了 684 00:36:48,289 --> 00:36:49,869 我我主要是能源的 685 00:36:49,869 --> 00:36:51,170 我主要是能源 686 00:36:51,170 --> 00:36:53,599 也是AI的能源类的 687 00:36:53,920 --> 00:36:56,400 然后AI能源类的 688 00:36:56,400 --> 00:36:59,619 像是BE我的持仓很小很小 689 00:36:59,619 --> 00:37:02,699 BEBE的话长得也行 690 00:37:02,980 --> 00:37:08,900 不过肯定是和那些本半导体没法没法做的 691 00:37:09,139 --> 00:37:12,800 那当然有一些朋友肯定是啊 692 00:37:12,800 --> 00:37:15,159 前期遇到风险啊对吧 693 00:37:15,159 --> 00:37:17,480 我是不是要减仓呀 694 00:37:17,480 --> 00:37:20,550 或者我前期减仓了之后 695 00:37:20,550 --> 00:37:21,909 我现在没有仓位 696 00:37:21,909 --> 00:37:24,789 我是不是要买啊 697 00:37:26,128 --> 00:37:29,768 这个问题呢其实很复杂特别复杂 698 00:37:29,768 --> 00:37:33,489 因为从现在这个这个场景来看 699 00:37:34,289 --> 00:37:38,929 指标就表明了半导体都是没法看 700 00:37:38,929 --> 00:37:40,940 整个ETF都没法看 701 00:37:40,940 --> 00:37:45,039 那接下来你要追这个没法看的一个指标的话 702 00:37:45,039 --> 00:37:51,789 那理智上面理智理性上面肯定是不行的抱 703 00:37:51,789 --> 00:37:54,730 所以呢你就找一些 704 00:37:54,730 --> 00:37:56,250 你既然要投AI 705 00:37:56,250 --> 00:37:59,980 你去找一些比较稳定稳定一点点 706 00:37:59,980 --> 00:38:02,579 那些股票会比较好一点点 707 00:38:02,579 --> 00:38:07,340 然后呢比很很小的一个仓位去博弈 708 00:38:07,340 --> 00:38:11,139 你真正真正觉得很OK的半导体公司 709 00:38:13,659 --> 00:38:15,659 这个这个会这个策略会比较好一点 710 00:38:15,659 --> 00:38:18,239 因为没有人知道他为什么时候跌 711 00:38:18,559 --> 00:38:19,519 什么时候会跌 712 00:38:19,519 --> 00:38:20,440 根本没人知道 713 00:38:23,519 --> 00:38:26,670 对大家有什么问题吗 714 00:38:26,670 --> 00:38:29,280 我我回答诶 715 00:38:29,280 --> 00:38:32,059 我我最后一回答一个问题吧 716 00:38:32,059 --> 00:38:34,139 我先回答上一个问题 717 00:38:34,139 --> 00:38:36,579 科创公司减持汪汪队跑路 718 00:38:36,579 --> 00:38:37,019 下周见 719 00:38:37,019 --> 00:38:37,860 顶对了 720 00:38:37,860 --> 00:38:40,900 我之前我之前已经好像已经说过了 721 00:38:40,900 --> 00:38:46,150 就是在国内的这个汪汪队跑路了 722 00:38:46,150 --> 00:38:49,550 汪汪队是真跑路了 723 00:38:50,380 --> 00:38:52,340 就汪汪队不是已经跑路 724 00:38:52,340 --> 00:38:54,739 是汪汪队是跑路了哈 725 00:38:54,739 --> 00:38:56,599 已经是跑路了 726 00:38:56,599 --> 00:38:58,400 他不是正在跑路 727 00:38:58,400 --> 00:39:00,119 这已经跑路了 728 00:39:00,119 --> 00:39:03,360 我上周好像好像跟大家已经有说过对吧 729 00:39:03,360 --> 00:39:06,889 往往往往这在AA对吧 730 00:39:06,889 --> 00:39:08,510 已经跑路了 731 00:39:11,469 --> 00:39:12,530 英伟达现在能减 732 00:39:12,530 --> 00:39:19,880 英伟达听我你英伟达有多少朋友想听英伟达的 733 00:39:20,199 --> 00:39:25,050 你爱我爱多多少次让无他好 734 00:39:25,050 --> 00:39:26,789 那那英伟达这个问题 735 00:39:26,789 --> 00:39:29,030 就是我们最后一个最后一个问题 736 00:39:29,030 --> 00:39:31,849 然后回答出这个问题就结束 737 00:39:31,849 --> 00:39:41,280 OK英伟达他的问题不是因为贵还是便宜的 738 00:39:41,280 --> 00:39:43,980 问题是市场上面 739 00:39:43,980 --> 00:39:48,838 以他的他的财报的增速挺高的呀对吧 740 00:39:48,838 --> 00:39:50,559 他残暴增速特别快 741 00:39:50,559 --> 00:39:55,309 最起码他不会像现在那个那个什么那个动态PE 742 00:39:55,309 --> 00:39:57,070 只有20多 743 00:39:57,320 --> 00:39:59,820 你你拿认证的一个财报来看 744 00:39:59,820 --> 00:40:02,159 它的增速都比二十二十多 745 00:40:02,159 --> 00:40:05,980 这个远期的动态市远期市盈率要要高 746 00:40:05,980 --> 00:40:11,690 世间可是问题就是资金已经没有 747 00:40:11,690 --> 00:40:16,440 没有这么庞大的资金去支撑他 748 00:40:16,440 --> 00:40:21,500 推到他的财报给的那一个40倍的PE1 749 00:40:21,780 --> 00:40:23,159 这个是最大的问题 750 00:40:23,159 --> 00:40:26,449 没没有这么多流动性去推 751 00:40:27,010 --> 00:40:29,730 没有这么多流动性去推 752 00:40:30,739 --> 00:40:31,980 没有钱了 753 00:40:31,980 --> 00:40:34,230 我我想推也没有办法 754 00:40:34,230 --> 00:40:35,769 市值太大了 755 00:40:35,769 --> 00:40:38,710 市值问题不是财报问题 756 00:40:38,710 --> 00:40:39,550 不是估值问题 757 00:40:39,550 --> 00:40:40,769 是估值很便宜 758 00:40:40,769 --> 00:40:46,909 可是这就意味着它永远都跌不下去 759 00:40:46,909 --> 00:40:50,530 大家知道它几乎永远都跌不上去 760 00:40:50,530 --> 00:40:54,389 因为它本身就处于一种极度的知道吧 761 00:40:54,389 --> 00:40:57,679 便宜的这个状态说跌不下去 762 00:40:57,679 --> 00:41:01,340 所以你对英伟达的态度不应该说英伟达 763 00:41:02,269 --> 00:41:05,150 我觉得英伟达就目前任何的一个价位 764 00:41:05,150 --> 00:41:06,929 就目前哪怕试驾的话 765 00:41:06,929 --> 00:41:10,920 我都觉得很便宜很棒 766 00:41:10,920 --> 00:41:12,920 优质资产 767 00:41:14,039 --> 00:41:15,360 可是你要想清楚 768 00:41:15,360 --> 00:41:17,340 就是你对待预期一定要放低 769 00:41:17,340 --> 00:41:19,920 就像我之前直播那样说的 770 00:41:19,920 --> 00:41:21,519 因为达到预期一定要放低 771 00:41:21,519 --> 00:41:24,179 没有这么多资金往他继续往前推 772 00:41:24,179 --> 00:41:27,000 让他懂吗 773 00:41:27,219 --> 00:41:29,320 就你买买的那一瞬间 774 00:41:29,320 --> 00:41:32,900 你就打好这个什么 775 00:41:32,900 --> 00:41:34,840 打好这个心理预期 776 00:41:34,840 --> 00:41:36,880 他不会涨特别狠 777 00:41:36,880 --> 00:41:38,599 它不会像AMD一样 778 00:41:38,599 --> 00:41:39,599 它不会像arm那样 779 00:41:39,599 --> 00:41:41,619 它不会像英特尔一样一样 780 00:41:41,619 --> 00:41:43,500 他完全不可能 781 00:41:43,500 --> 00:41:47,219 这个就是你必须要对自己有这个心理的预期 782 00:41:47,219 --> 00:41:49,769 在这个才是最重要的 783 00:41:49,769 --> 00:41:51,230 这才是最重要的 784 00:41:51,230 --> 00:41:54,170 却很踏实好了 785 00:41:55,250 --> 00:41:57,530 那反正我们周一对吧 786 00:41:57,530 --> 00:41:58,449 周一也是假期 787 00:41:59,650 --> 00:42:01,199 一个短周末 788 00:42:01,519 --> 00:42:03,960 大家可以到处去玩都没问题 789 00:42:03,960 --> 00:42:05,449 放松放松没事 790 00:42:05,449 --> 00:42:10,650 反正周末这个就周五晚上这个事情呢说大也大 791 00:42:10,650 --> 00:42:12,829 说大也不算太大 792 00:42:12,829 --> 00:42:16,110 说小那肯定不算小对吧 793 00:42:16,110 --> 00:42:17,409 说小肯定不算小 794 00:42:17,409 --> 00:42:21,349 就任何的现在投资的东西就在我的观众 795 00:42:21,349 --> 00:42:22,889 比如说在我的受众面 796 00:42:22,889 --> 00:42:27,510 因为大家其实大部分都是在国内的嘛 797 00:42:29,269 --> 00:42:30,170 这个用力 798 00:42:30,170 --> 00:42:34,989 周五晚下午这个这个这个政策上面的变动 799 00:42:34,989 --> 00:42:41,420 对大家的影响要比股市的波动要大得多大 800 00:42:41,420 --> 00:42:42,199 特别多 801 00:42:42,199 --> 00:42:44,639 做好做好准备 802 00:42:44,639 --> 00:42:46,818 做好自己的 803 00:42:46,818 --> 00:42:49,739 有没有备选的方案啊什么的 804 00:42:50,739 --> 00:42:52,730 特别是这三家 805 00:42:52,730 --> 00:42:57,559 这肯定肯定是最最最最最什么最危险的 806 00:42:57,559 --> 00:43:02,079 因为这三家他背靠的都是能够管控的了 807 00:43:02,079 --> 00:43:04,760 能够很轻松的管飞过 808 00:43:04,760 --> 00:43:05,519 懂吗 809 00:43:05,519 --> 00:43:08,420 就是非常轻轻松松的管控到 810 00:43:08,420 --> 00:43:11,898 你说别的那些本土券商 811 00:43:11,898 --> 00:43:14,139 还不一定能够这么轻松管 812 00:43:14,139 --> 00:43:16,809 可是就这三家最容易管 813 00:43:16,809 --> 00:43:22,019 因为这三家的背后的本体就在国内是吧 814 00:43:22,340 --> 00:43:27,929 好啦那祝大家有一个美好的夜晚 815 00:43:27,929 --> 00:43:28,929 拜拜拜 816 00:43:28,929 --> 00:43:32,170 ♪ 爱情唱的完美 ♪ 817 00:43:32,619 --> 00:43:34,380 ♪ 你真的 ♪
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