【全哥爱分享】更新了一条视频，快来围观！

1
00:00:00,840 --> 00:00:02,160
美股科技啊

2
00:00:02,160 --> 00:00:04,080
这个头部真的涨疯了啊

3
00:00:04,080 --> 00:00:04,860
存储啊

4
00:00:04,860 --> 00:00:06,230
知道会暴涨

5
00:00:06,230 --> 00:00:08,169
但是不知道这么个涨法呀

6
00:00:08,169 --> 00:00:09,429
要是知道这个涨法

7
00:00:09,429 --> 00:00:11,890
去年10月2月份那窗户再给大一点

8
00:00:11,890 --> 00:00:15,250
基本上西部数据镁光全部翻了两倍多

9
00:00:15,250 --> 00:00:17,989
我是去年11月份买的

10
00:00:17,989 --> 00:00:21,510
西部速机的成本是我看一下成本啊

11
00:00:21,510 --> 00:00:23,129
750块钱左右

12
00:00:23,129 --> 00:00:27,800
然后镁光的话呢是我看看多少啊

13
00:00:27,800 --> 00:00:29,519
但是我仓位不是很大啊

14
00:00:29,519 --> 00:00:30,920
他就这样赚了几十个

15
00:00:30,920 --> 00:00:32,380
每几10万个刀哎

16
00:00:32,380 --> 00:00:34,479
几10万刀也还可以嗯

17
00:00:34,479 --> 00:00:36,829
一年的生活费是绝对够了

18
00:00:37,070 --> 00:00:38,929
我看看具体的成本价格

19
00:00:38,929 --> 00:00:41,988
去年是10月2月份的时候有一次暴跌

20
00:00:41,988 --> 00:00:45,488
哎那一波呢就是存储储能全部暴跌

21
00:00:45,488 --> 00:00:46,768
就那时候买的

22
00:00:46,768 --> 00:00:47,789
我一般是这样的哈

23
00:00:47,789 --> 00:00:49,689
就是大家绝对恐慌的时候

24
00:00:49,689 --> 00:00:51,378
哎我一般会加一点

25
00:00:51,378 --> 00:00:53,759
然后呢大家都看好的时候呢

26
00:00:53,759 --> 00:00:56,079
我就觉得这个是有问题了

27
00:00:56,079 --> 00:00:57,779
现在的话我觉得有点问题

28
00:00:57,779 --> 00:00:59,579
因为大家都看好了

29
00:00:59,899 --> 00:01:01,100
它和行业没有关系啊

30
00:01:01,100 --> 00:01:03,299
就是行业成长呢很正常对吧

31
00:01:03,299 --> 00:01:04,439
存储的需求量很大

32
00:01:04,439 --> 00:01:05,379
我们也计算过

33
00:01:05,379 --> 00:01:06,950
大概动态PEC只有十几倍

34
00:01:06,950 --> 00:01:09,430
但问题是你最终能持续多久是不知道的啊

35
00:01:09,430 --> 00:01:12,030
我吸不出去的成本152啊

36
00:01:12,030 --> 00:01:12,829
152

37
00:01:12,829 --> 00:01:15,299
镁光的成本是228

38
00:01:15,299 --> 00:01:16,379
嘿嘿嘿嘿嘿

39
00:01:16,379 --> 00:01:17,599
都翻了两倍多了

40
00:01:17,599 --> 00:01:18,920
当然我现在我还没卖

41
00:01:18,920 --> 00:01:19,859
对我还没卖

42
00:01:19,859 --> 00:01:21,739
然后看看吧是吧

43
00:01:21,739 --> 00:01:24,670
因为这个毕竟来讲仓位不是太大吧

44
00:01:24,670 --> 00:01:26,980
啊对整个账户的贡献还是可以的

45
00:01:26,980 --> 00:01:29,500
嗯分享一下这个美股啊

46
00:01:29,500 --> 00:01:32,909
就是从到从开始暴跌到现在暴涨

47
00:01:32,909 --> 00:01:36,030
这短短的这一个月呢真的是一个地狱

48
00:01:36,030 --> 00:01:37,060
一个天堂啊

49
00:01:37,060 --> 00:01:38,299
只要这一波赚到钱

50
00:01:38,299 --> 00:01:40,200
人呢都是因为能拿住的

51
00:01:40,200 --> 00:01:42,799
对这个呢也讲了很多是关于逻辑啊

52
00:01:42,799 --> 00:01:45,599
因为我在数据中心呢我是大仓位的啊

53
00:01:45,599 --> 00:01:46,459
高通我也大仓位

54
00:01:46,459 --> 00:01:48,689
对这个我也是群里面都实盘过啊

55
00:01:48,689 --> 00:01:49,890
分享过我的逻辑是

56
00:01:49,890 --> 00:01:52,450
首先第一个呢就是AI的需求啊

57
00:01:52,450 --> 00:01:53,530
肯定是值暴涨啊

58
00:01:53,530 --> 00:01:56,230
因为这个从那个token的销量你就可以看到了

59
00:01:56,230 --> 00:01:58,810
token的这个数据量非常非常大对

60
00:01:58,810 --> 00:02:01,670
因为那个token最终还是要数据中心吧

61
00:02:01,670 --> 00:02:03,420
需要在数据中心做个训练嘛

62
00:02:03,420 --> 00:02:05,079
所以收行证的需求也会很大

63
00:02:05,079 --> 00:02:07,150
所以我的甲骨文是吧

64
00:02:07,150 --> 00:02:08,310
一直在重仓啊

65
00:02:08,310 --> 00:02:09,349
亚马逊也有对

66
00:02:09,349 --> 00:02:12,270
微软的话超额不是很大对也还可以

67
00:02:12,270 --> 00:02:13,090
现在盈利了嘛

68
00:02:13,090 --> 00:02:16,020
那总体来讲的话就是啊高通涨了很多

69
00:02:16,020 --> 00:02:17,379
然后加工也涨了很多啊

70
00:02:17,379 --> 00:02:19,879
这两票是给了很大的这个利润贡献

71
00:02:19,879 --> 00:02:20,500
然后还有一个呢

72
00:02:20,500 --> 00:02:22,900
因为谷歌我是一直长期拿着对吧

73
00:02:22,900 --> 00:02:24,659
从权到现在也翻了一倍多了啊

74
00:02:24,659 --> 00:02:27,139
成本的话一百六七十块钱对

75
00:02:27,139 --> 00:02:28,419
因为大仓位第一仓位嘛

76
00:02:28,419 --> 00:02:30,800
这个带来了百万美金的纯利啊

77
00:02:30,800 --> 00:02:33,689
嘿这个已经是啊收益很好了对

78
00:02:33,689 --> 00:02:37,128
然后再看一下这个其他的呢

79
00:02:37,128 --> 00:02:41,088
就是我觉得目前AAMD呢也不便宜了

80
00:02:41,088 --> 00:02:44,099
我AMD的话是啊200块钱左右的成本啊

81
00:02:44,099 --> 00:02:45,860
现在也有七八十%的收益了

82
00:02:45,860 --> 00:02:50,590
AMD的话其实是跟着小区的邻居就是去呃

83
00:02:50,590 --> 00:02:52,650
就大概是年初的时候

84
00:02:52,650 --> 00:02:54,079
当时能发财报暴跌嘛

85
00:02:54,079 --> 00:02:55,998
啊正好呢这个在小区里游泳啊

86
00:02:55,998 --> 00:02:57,438
小区邻居呢他们是AMD的

87
00:02:57,438 --> 00:02:58,639
然后给我讲了一个英特尔

88
00:02:58,639 --> 00:03:00,058
AMD都买了对

89
00:03:00,058 --> 00:03:01,318
但是AMD买的多一点啊

90
00:03:01,318 --> 00:03:02,278
英特尔买的少啊

91
00:03:02,278 --> 00:03:04,340
也发了差不多两倍左右了吧

92
00:03:04,340 --> 00:03:07,419
那这个呢是因为给群里兄弟交流过啊

93
00:03:07,419 --> 00:03:08,340
就CPU的需求

94
00:03:08,340 --> 00:03:11,400
那当时是因为啊GPU和GPU的比例嘛

95
00:03:11,400 --> 00:03:14,120
呃小区邻居呢他比较懂行啊

96
00:03:14,120 --> 00:03:15,199
他给我分享了说

97
00:03:15,199 --> 00:03:19,710
那CPU和GPU的需求呢大概是从原来的八比一

98
00:03:19,710 --> 00:03:20,789
现在变成了二比一啊

99
00:03:20,789 --> 00:03:21,909
所以这个数据下来

100
00:03:21,909 --> 00:03:23,969
那CPU的销量呢翻了好几倍嘛

101
00:03:23,969 --> 00:03:26,370
那AAMD英特尔又是最大的赢家

102
00:03:26,370 --> 00:03:27,870
所以这两个我是配的

103
00:03:27,870 --> 00:03:30,030
也是因为啊听群里的兄弟聊嘛

104
00:03:30,030 --> 00:03:31,430
啊给这个小区的人聊

105
00:03:31,430 --> 00:03:33,449
然后面呢也给群里朋友分享过啊

106
00:03:33,449 --> 00:03:37,528
我说这个啊CPU逻辑呢就是今年的对吧

107
00:03:37,528 --> 00:03:39,889
这个AAZ的需求量暴增啊

108
00:03:39,889 --> 00:03:42,610
这两个都是哈都是交流出来的

109
00:03:42,610 --> 00:03:45,729
然后呢就是AI这一波呢如果没有抓到呢

110
00:03:45,729 --> 00:03:46,969
其实也不用担心啊

111
00:03:46,969 --> 00:03:49,629
我觉得嗯不可能一直这么涨啊

112
00:03:49,629 --> 00:03:50,610
我说我的理解啊

113
00:03:50,610 --> 00:03:53,530
就是那AI呢需求很大啊

114
00:03:53,530 --> 00:03:54,449
但是你要考虑一条

115
00:03:54,449 --> 00:03:57,199
就是因为它目前呢也不能当饭吃啊

116
00:03:57,199 --> 00:03:59,039
他只提供了办公效率啊

117
00:03:59,039 --> 00:04:00,360
特别对那里商用的

118
00:04:00,360 --> 00:04:02,520
比如说你是啊很多电商啊

119
00:04:02,520 --> 00:04:03,639
运营客服美工的

120
00:04:03,639 --> 00:04:06,310
那你这个AI的嗯帮助是很大的

121
00:04:06,310 --> 00:04:07,310
但对个人来讲的话

122
00:04:07,310 --> 00:04:08,949
目前大部分像我这种有用啊

123
00:04:08,949 --> 00:04:11,069
因为我每天要做这个数据分析嘛啊

124
00:04:11,069 --> 00:04:11,969
他能帮我整理资料

125
00:04:11,969 --> 00:04:12,870
但对大部分人来讲

126
00:04:12,870 --> 00:04:14,580
他只是一个问答式的啊

127
00:04:14,580 --> 00:04:15,520
束草市的啊

128
00:04:15,520 --> 00:04:17,399
还没有带来这个利润啊

129
00:04:17,399 --> 00:04:20,149
对公司来讲是已经啊提效了啊

130
00:04:20,149 --> 00:04:21,029
对大部分普通人来讲

131
00:04:21,029 --> 00:04:25,029
其实AI呢目前还没有带来真正的大收益呃

132
00:04:25,029 --> 00:04:25,430
所以说呢

133
00:04:25,430 --> 00:04:28,629
我觉得就按照目前的这个AI的进展量呢

134
00:04:28,629 --> 00:04:29,968
它总有一个瓶颈啊

135
00:04:29,968 --> 00:04:31,649
这个瓶颈就是你的啊

136
00:04:31,649 --> 00:04:34,050
支出啊和盈利之间的一个平衡点

137
00:04:34,050 --> 00:04:35,670
这个平衡点我觉得什么时候达到呢

138
00:04:35,670 --> 00:04:37,209
那可能三个月也可能半年

139
00:04:37,209 --> 00:04:38,100
也可能一年

140
00:04:38,100 --> 00:04:42,040
但是总有一个点就是让他啊扭转他这种势头

141
00:04:42,040 --> 00:04:43,439
就是个资本开的开大

142
00:04:43,439 --> 00:04:46,230
然后盈利点呢啊难以为继啊

143
00:04:46,230 --> 00:04:48,310
这这个点的话我觉得一定会有的

144
00:04:48,310 --> 00:04:50,589
但是呢目前我没有减仓的计划啊

145
00:04:50,589 --> 00:04:51,709
包括我这个头部的大仓位

146
00:04:51,709 --> 00:04:53,189
我都没有减仓计划啊

147
00:04:53,189 --> 00:04:54,670
我但是我会有一些期权策略啊

148
00:04:54,670 --> 00:04:56,129
比如CARR靠之类的啊

149
00:04:56,129 --> 00:04:59,730
额外多赚点钱一斤吧啊这一波没有抓到的机会

150
00:04:59,730 --> 00:05:00,649
下一波的机会在哪呢

151
00:05:00,649 --> 00:05:02,170
我觉得就是语料

152
00:05:02,170 --> 00:05:04,350
就是就是提供数据的

153
00:05:04,350 --> 00:05:05,670
有你的算力啊

154
00:05:05,670 --> 00:05:06,629
数据中心啊

155
00:05:06,629 --> 00:05:08,389
这些硬件都没问题了啊

156
00:05:08,389 --> 00:05:09,250
剩下到软件了

157
00:05:09,250 --> 00:05:11,110
软件的话能够提供娱乐的公司啊

158
00:05:11,110 --> 00:05:12,839
有大量的用户的公司啊

159
00:05:12,839 --> 00:05:16,639
能够提供这种大量的决策的哈哈这种这种啊

160
00:05:16,639 --> 00:05:19,360
就是比如说我们分享了几个啊

161
00:05:19,360 --> 00:05:21,389
就是啊社交软件啊

162
00:05:21,389 --> 00:05:23,170
还有这种啊真人啊

163
00:05:23,170 --> 00:05:24,410
模拟真人的这些公式

164
00:05:24,410 --> 00:05:26,300
我觉得还是会有机会的

165
00:05:26,300 --> 00:05:28,540
因为你就像炒菜一样啊

166
00:05:28,540 --> 00:05:30,730
你锅勺哈哈都有了啊

167
00:05:30,730 --> 00:05:31,410
调味品都有了

168
00:05:31,410 --> 00:05:32,689
那你最终你的菜靠什么来

169
00:05:32,689 --> 00:05:33,470
就是这鱼料

170
00:05:33,470 --> 00:05:36,199
因为他这个所有的那个人的智慧啊

171
00:05:36,199 --> 00:05:38,300
他就是通过娱乐的方式呢

172
00:05:38,300 --> 00:05:39,420
哎通过训练

173
00:05:39,420 --> 00:05:42,670
然后呢就最终呢再去啊给到一个解决方案

174
00:05:42,670 --> 00:05:45,730
这个方案里面他最多的还是还是余料

175
00:05:45,730 --> 00:05:47,449
那谁是谁是娱乐公司呢

176
00:05:47,449 --> 00:05:49,490
我觉得大家可以调研一下啊

177
00:05:49,490 --> 00:05:52,610
这类公司可能接下来会有一个爆发点嗯

178
00:05:52,610 --> 00:05:54,410
还有哪些公司会受益呢

179
00:05:54,410 --> 00:05:57,470
就是啊会用AIA证的人对吧

180
00:05:57,470 --> 00:06:01,189
比如说你通过AI症呢极大的提高了效率啊

181
00:06:01,189 --> 00:06:02,560
让那个公司上个大台阶

182
00:06:02,560 --> 00:06:04,839
那这个呢就是SAS的一些公司呢

183
00:06:04,839 --> 00:06:05,759
为什么就很惨呢

184
00:06:05,759 --> 00:06:07,680
是因为余额少了对啊

185
00:06:07,680 --> 00:06:10,199
比如原来啊我们用美工用十个啊

186
00:06:10,199 --> 00:06:11,480
现在一个就够了啊

187
00:06:11,480 --> 00:06:13,160
比如说这些坐席啊

188
00:06:13,160 --> 00:06:16,110
无论是这些财务软件还是这些呃

189
00:06:16,110 --> 00:06:17,089
其他的各类软件

190
00:06:17,089 --> 00:06:18,370
这些也是用的少了

191
00:06:18,370 --> 00:06:20,769
那还有哪些会受影响呢

192
00:06:20,769 --> 00:06:23,129
呵呵就是传统的一个笨重的公司啊

193
00:06:23,129 --> 00:06:25,160
就是呃资产很重啊

194
00:06:25,160 --> 00:06:26,759
但是不能掉头的啊

195
00:06:26,759 --> 00:06:28,079
这个公司可能比较惨

196
00:06:28,079 --> 00:06:29,680
那AI总体发展下来

197
00:06:29,680 --> 00:06:30,600
最后的结果是什么呢

198
00:06:30,600 --> 00:06:32,759
就是有屏幕差距越来越大对吧

199
00:06:32,759 --> 00:06:35,050
这个是我会感受越来越明显的哈

200
00:06:35,050 --> 00:06:37,410
就是你今年没有投AI的啊

201
00:06:37,410 --> 00:06:38,769
无论是CPU啊

202
00:06:38,769 --> 00:06:40,600
无论是存储啊

203
00:06:40,600 --> 00:06:42,879
无论光模块没有头动那些公司的呢

204
00:06:42,879 --> 00:06:43,819
其实是挺惨的

205
00:06:43,819 --> 00:06:45,720
但是呢你整个趋势呢不会改变

206
00:06:45,720 --> 00:06:48,550
就是嗯它会像那种更高的效率

207
00:06:48,550 --> 00:06:50,810
然后更加智能化方向发展啊

208
00:06:50,810 --> 00:06:53,540
这个是无法任何人的啊

209
00:06:53,540 --> 00:06:54,939
能力无法阻碍的

210
00:06:54,939 --> 00:06:58,069
所以说你最终呢还是要拥抱拥抱AI

211
00:06:58,069 --> 00:06:59,550
然后这一波没有抓到的话

212
00:06:59,550 --> 00:07:00,629
看看能不能啊

213
00:07:00,629 --> 00:07:02,550
通过这个平时的AI的体验

214
00:07:02,550 --> 00:07:04,509
看能不能找到一个新的机会

215
00:07:04,509 --> 00:07:07,680
嗯那你的真的改变哪来

216
00:07:07,680 --> 00:07:09,160
首先你身边的人啊

217
00:07:09,160 --> 00:07:11,680
一定要是和一些每天都在用AI

218
00:07:11,680 --> 00:07:13,139
然后探讨AI人交流

219
00:07:13,139 --> 00:07:14,829
然后你找找感觉啊

220
00:07:14,829 --> 00:07:16,649
如果说你还是活在那种啊

221
00:07:16,649 --> 00:07:20,160
给AI完全是没有任何关联的这些环境里面的

222
00:07:20,160 --> 00:07:23,019
那有可能你下一波AI的机会还是抓不到

223
00:07:23,019 --> 00:07:25,139
而这个呢也也是我的一个尴感悟啊

224
00:07:25,139 --> 00:07:28,389
就是我们咳遭这一波呢

225
00:07:28,389 --> 00:07:30,069
主要是来自于几个机会啊

226
00:07:30,069 --> 00:07:31,889
一个是年初是吧

227
00:07:31,889 --> 00:07:34,300
然后去年10月2月份存储暴跌啊

228
00:07:34,300 --> 00:07:36,180
那一波机会抓了一波存储

229
00:07:36,180 --> 00:07:36,699
拿到现在

230
00:07:36,699 --> 00:07:38,639
第二个呢就是CPU啊

231
00:07:38,639 --> 00:07:41,060
从这个1月1月份的财报发了暴跌

232
00:07:41,060 --> 00:07:43,759
然后正好呢跟这个行业的人交流啊

233
00:07:43,759 --> 00:07:44,519
拿到现在啊

234
00:07:44,519 --> 00:07:45,819
第三个呢就是数据中心

235
00:07:45,819 --> 00:07:47,579
所以用呢完全是我自己啊

236
00:07:47,579 --> 00:07:49,019
通过逻辑和分析得来的啊

237
00:07:49,019 --> 00:07:50,939
因为这个甲骨文我跟踪了一年多啊

238
00:07:50,939 --> 00:07:52,870
高通呢因为我们做手机本身啊

239
00:07:52,870 --> 00:07:54,269
跟这个行业关联性很强啊

240
00:07:54,269 --> 00:07:56,310
对手机的数据的理解还是比较OK的

241
00:07:56,310 --> 00:07:58,269
再加上我在CCS展会上

242
00:07:58,269 --> 00:07:59,149
1月份的C展会上

243
00:07:59,149 --> 00:08:01,220
我也是啊调研了这个高通

244
00:08:01,220 --> 00:08:02,459
还有AAMD的一个展位嘛

245
00:08:02,459 --> 00:08:04,540
也听了这个黄仁勋和苏大妈的演讲嘛

246
00:08:04,540 --> 00:08:06,519
那我认为他们公司没有问题啊

247
00:08:06,519 --> 00:08:09,319
这三这三波机会呢都是因为啊

248
00:08:09,319 --> 00:08:11,160
要不就是啊有专业的人

249
00:08:11,160 --> 00:08:12,319
要不就是自己亲自调研

250
00:08:12,319 --> 00:08:13,779
要不就是自己的逻辑思考

251
00:08:13,779 --> 00:08:14,680
然后抓住了啊

252
00:08:14,680 --> 00:08:17,360
今年的今天的这个资产呢又创了新高啊

253
00:08:17,360 --> 00:08:17,980
啊当然了

254
00:08:17,980 --> 00:08:20,019
也是感谢这个啊

255
00:08:20,019 --> 00:08:21,100
看我视频的兄弟啊

256
00:08:21,100 --> 00:08:23,639
如果说啊这个这一波没有抓住

257
00:08:23,639 --> 00:08:24,439
也不要灰心

258
00:08:24,439 --> 00:08:26,279
下一波肯定还有机会啊

共 2 条，按点赞数排序。

采集完成，该视频无弹幕