【视野环球财经】20260217美股 大盘迷路了！PANW、BRK.B、IGV、INTU、NFLX！

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大家好

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欢迎回到视野

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环球财经

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我是RENO

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现在是美东时间26年2月17号

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周二晚上的7.15分

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进入2026年呢

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市场整体是表现不佳

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上个星期呢

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标普500指数是下跌了1.4%

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创下了自去年11月底以来最糟糕的单周表现

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那么年初至今呢

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标普在过去的七个星期

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只有两个星期实现了正收益呃

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目前整个R6年的累计收益是负呃

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2026年的开局啊

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就给市场上了点强度啊

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大家可能感觉有点压力呃

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不过呢这个市场怎么走

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咱们左右不了啊

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咱们只能去跟随

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只能去适应

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不管怎么样啊

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希望大家呢能够调整心态

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今天呢是大年初一

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还在过年啊

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先给大家拜个年

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祝大家身体健康

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阖家幸福

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心想事成

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马到成功

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好额

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那咱们呢直接开始讲行情啊

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因为今天实际上市场的变化不大

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所以整体再加上又是一个缩量呃

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那么纳指这边是成为四大指数中

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唯一下跌的指数

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东西不多啊

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咱们的节目呢就稍微做的简单一点呃

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今天的市场呢是整体的一个缩量震荡行情

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权重这边也是出现了分化

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不过今天的苹果倒是很神奇啊

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苹果今天自己是独涨了三个点啊

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成为了这个叫做AI的避险交易

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他呢也是顶住了标普啊

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贡献不小

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那么今天的软件板块呢是再次掉头

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吃掉了上个星期五的涨幅

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盘后的这个PMW的财报呢

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是让整个的软件板块雪上加霜

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由于今天呢咱们没有什么特别重要的数据啊

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所以咱们就直接开始讲解个股

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那么今天呢会谈到像PANW

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还有BRK

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还有IGVINTU

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还有NETFLIX好

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那咱们就直接先讲今天的第一支股票啊

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来说一下关于这个PNW的财报情况

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财报后比较惨啊

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一口气跌了八个点

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其实之前刚披露财报的时候是上涨的

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还涨了不少

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但是呢前瞻比较差好

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我们来看一下他这份财报细节

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他呢是第二财季的财报

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第二财季的调整后的每股收益是超出预期

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达到1.03美元

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高于华尔街预期的0.94

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也高于去年同期的0.81

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那么销售额是同比增长了15%

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高于市场预期的14%

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前瞻给的不好

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前瞻呢

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尽管管理层是上调了目前二六财年的收入指引

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至112.8到113.1呃

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这个是比原来的105到105.4

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要有所上调啊

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不过呢这里边主要是由于呃

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两个收购带来的这个影响啊

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所以呢他不属于纯粹的业绩层面啊

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属于收购的财务层面的一个调整呃

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但是呢坏的是2026财年的利润率展望

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从之前的38~39

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下调到了37%啊

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其实这个就是它后面大跌的最主要的原因啊

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额那么对于这支股票呢

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其实我们之前跟大家在讲软件个股的时候

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也讲的比较多啊

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这个持续的在跟踪

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那么截止到今天为止

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他是26年7月的前瞻是115~15

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三

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27年7月的前瞻是129~172

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中位是150

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他的问题咱们之前说过啊

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他最主要呢是确实是之前的价格有高估的嫌疑

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那么现在跌完之后呢

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其实这个价格就显得比较的合理啊

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但是整个软件板块啊

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咱们也谈到两个问题嘛

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第一个就是整个的这个软件板块

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由于大家都觉得受到AI的威胁啊

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开始这个卖啊

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使劲的卖

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然后另外一方面呢就是机构的减配啊

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这里面

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所以整个板块不断的在下跌呃

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也不管你是基本面的问题还是什么问题啊

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主要是流动性层面

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大家都在拼命的抛售

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那么今天这份前瞻不足的财报呢

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又让他下跌了八个点

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那么目前的价格呢我们看一下它的技术面呃

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140~150

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是他目前的这个最近的盘后的中等支撑啊

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然后下方较近的强支撑要去到128

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但中间呢在130~136

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还有一个小支撑位置啊

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这个地方啊我因为我没在上面写

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主要是把这个比较强的位置给大家写出来

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上方呢其实是在166跌破之后啊

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这个地方就形成了比较强大的一个压力

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上方连续一直到190都是强压力

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所以目前呢呃他是比较难过的

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是遇到了第一整个软件板块的抛售

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第二个呢整个高估值的回吐啊

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所以这一块呃

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整个的下跌的情况呢也比较的糟糕啊

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从今年以来我们看一下呃

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从去年11月份到现在啊

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这个跌幅呃油挺大了啊

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从11月份的200多块钱跌到现在

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差不多呢有26%左右的一个回撤

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那么这个回撤呢

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如果按照华尔街对于牛熊的看法来讲啊

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超过20%的回撤呢就是进入熊市

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其实现在软件板块都差不多啊

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包括连IGV都跌了不少啊

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整个ETF都是整个的直线的下挫

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包括连微软啊都一样好

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所以呢这是目前呃它的前端估值以及技术面

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接下来呢我们既然讲到了这个软件

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就顺着这条线往下去讲一讲

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I g v

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还有持仓NTU

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好我们首先看一下IGV啊

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回吐掉了周五的这个涨幅

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而且今天大家看这个收盘价啊

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是收到了80.96

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周四就是上个星期的

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周四的收盘价也是80.96啊

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一模一样

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那么目前呢在2月6号

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就是更早之前的2月6号的这个止跌

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这个形态呢还没有失效

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那么跌破79.2啊

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就是要跌破2月4号周四的这个低点

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79.2

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那么这个组合形态的止跌呢就彻底的宣告失效

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所以呢呃如果失效

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他就会继续的向下去探底啊

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哪里是底了

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就不知道啊

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因为现在它的整个的呃

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这个流动性的问题非常的糟糕啊

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市场呢看到所有的消息都往上边都解读为利空

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所以呢目前在没有跌破79.2之前啊

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这是多头的抵抗区域

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就是79.2到80.9这个附近啊

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这个范围之内

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是目前我们要需要观察的一个位置啊

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跌破之后呢

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就先不要抱有幻想了

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那他后面还得继续下跌探底啊

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但是没有跌破之前啊

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我们看看有没有资金愿意在这里呢

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利用着前面的这一个止跌

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两个比较大的这个放量啊

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然后呢去做一点事情啊

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我们等一等看一看

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因为这个判断不了啊

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目前我们只能说跌破失效

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然后没跌破之前目前依旧有效好

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然后这个是IGV

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然后说一下我的一个持仓INTU额

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估计今天有很多朋友会问啊

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今天止损了没有啊

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因为之前写的是379~390对吧

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我们说这个跌破之后呢会止损呃

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但是呢我原来讲过啊

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我们是收盘价为准啊

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今天呢实际上在尾盘的时候

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一直是在378块几来回的晃悠

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尾盘的时候是直接又回到了379的上方

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那么破位要以收盘价为准啊

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所以呢我没有进行止损操作啊

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还没有操作

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那么今天呢

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由于进行了有一个新的点位的测试啊

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在今天日内发生的

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所以我今天需要把这个位置呢做一点点的更新

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大家可以看一下

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在今天中午的时候啊

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在低点的375.4触及之后

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有一个非常快速的拉升啊

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大概拉了三块钱啊

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非常快的一个反弹

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那么而且你要是看今天整个的成交区域

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会发现在376~379啊

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大概在这个区域之内

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它是有非常多的成交量

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全天啊我们说全天的成交量来看

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大多数都集中在这个区域

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包括这个价位

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所以呢这里边有一个小小的

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对于看盘的一个经验啊

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就是我会做一个微调呃

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那么就意味着由于今天的这个来回的成交

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在376~379

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它是形成了今天日内的重要的一个支撑区域

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大概就是那么三块钱四块钱左右

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所以呢根据这个看盘经验做一个小小的微调

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那么在今天的交易发生之后啊

224
00:09:21,809 --> 00:09:26,379
我把这个379块钱向下调整四块钱啊

225
00:09:26,379 --> 00:09:29,299
调到375块钱啊

226
00:09:29,299 --> 00:09:31,460
这个呢是因为今天有交易发生之后

227
00:09:31,460 --> 00:09:32,440
做了一个微调啊

228
00:09:36,120 --> 00:09:39,019
其实我是看到尾盘如果偏离较远的情况

229
00:09:39,019 --> 00:09:40,019
我已经止损了啊

230
00:09:40,019 --> 00:09:41,460
已经是离场的啊

231
00:09:41,460 --> 00:09:42,340
好额

232
00:09:42,340 --> 00:09:44,259
那么同样这个375呢

233
00:09:44,259 --> 00:09:48,529
我们还是要以这个收盘要临近收盘为准

234
00:09:48,529 --> 00:09:51,070
呃有一种情况呢你可以提前预判

235
00:09:51,070 --> 00:09:53,049
比如临近收盘的时候

236
00:09:53,049 --> 00:09:55,389
他都已经是370块了对吧

237
00:09:55,389 --> 00:09:56,649
368块了

238
00:09:56,649 --> 00:09:58,009
已经偏离较远了

239
00:09:58,009 --> 00:10:00,120
就没有几分钟他就要收盘了

240
00:10:00,120 --> 00:10:03,200
你可以提前判断为收不回破位对吧

241
00:10:03,200 --> 00:10:04,840
那个时候呢就可以进行操作啊

242
00:10:04,840 --> 00:10:06,019
我个人是这么做的哈

243
00:10:06,019 --> 00:10:07,000
我通常告诉大家

244
00:10:07,000 --> 00:10:07,919
我一般是这样

245
00:10:07,919 --> 00:10:10,279
所以要么呢就是盘中很早呢

246
00:10:10,279 --> 00:10:12,240
它就跌到什么360了对吧

247
00:10:12,240 --> 00:10:14,419
你看到尾盘完全没有任何反应

248
00:10:14,419 --> 00:10:16,259
反弹到370就又掉下去

249
00:10:16,259 --> 00:10:18,039
反弹到368就又掉下去

250
00:10:18,039 --> 00:10:21,320
那这种情况盘中就早一点就做操作啊

251
00:10:21,320 --> 00:10:25,429
所以呢这是一些盘中的一些看盘的经验好呃

252
00:10:25,429 --> 00:10:26,789
所以呢我再次强调啊

253
00:10:26,789 --> 00:10:29,110
这是我个人的一个风控红线

254
00:10:29,110 --> 00:10:30,879
我个人的纪律要求

255
00:10:30,879 --> 00:10:34,500
至于大家呢可以按照你个人的纪律要求

256
00:10:34,500 --> 00:10:36,919
和风控红线来进行操作啊

257
00:10:36,919 --> 00:10:40,149
这个呢我只对我目前的这个操作呢

258
00:10:40,149 --> 00:10:42,190
给大家做一个个人的一个分享啊

259
00:10:42,190 --> 00:10:43,429
呃希望大家能明白

260
00:10:43,429 --> 00:10:45,049
每个人的成本不一样

261
00:10:45,049 --> 00:10:46,509
呃承受能力不一样

262
00:10:46,509 --> 00:10:49,690
可能呢你会导致比方有人特别能扛对吧

263
00:10:49,690 --> 00:10:52,509
有的朋友呢他呢心脏也比较大啊

264
00:10:52,509 --> 00:10:54,710
或者呢他本身仓位也非常的低

265
00:10:54,710 --> 00:10:56,870
因为我是一个4%的仓位啊

266
00:10:56,870 --> 00:10:59,779
4%的仓位预计如果止损之后呢

267
00:10:59,779 --> 00:11:03,490
差不多会有对整体仓位产生一个

268
00:11:03,490 --> 00:11:05,429
一点几的一个亏损啊

269
00:11:05,429 --> 00:11:07,450
这是对于整体仓位的一个影响啊

270
00:11:07,450 --> 00:11:09,599
所以总体影响并不大啊

271
00:11:09,599 --> 00:11:12,599
这主要是得益于之前的这个仓位还没有打满

272
00:11:12,599 --> 00:11:15,950
如果是之前8%的仓位全部打满进去

273
00:11:15,950 --> 00:11:17,610
其实那个亏损就会比较大啊

274
00:11:17,610 --> 00:11:20,090
那个大概叫呃至少是两个点起步

275
00:11:20,090 --> 00:11:23,028
两个点到三个点之间都有可能啊

276
00:11:23,028 --> 00:11:25,629
好这个呢是目前的一支持仓

277
00:11:25,629 --> 00:11:27,409
和大家做一个更新

278
00:11:27,409 --> 00:11:31,029
接下来呢和大家讲一下关于另外一支呃

279
00:11:31,029 --> 00:11:33,090
大家平常问的也比较多的啊

280
00:11:33,090 --> 00:11:34,809
伯克希尔哈撒韦

281
00:11:36,240 --> 00:11:38,919
呃今天呢关于伯克希尔哈撒韦的消息是

282
00:11:38,919 --> 00:11:41,559
他发布了13F报告啊

283
00:11:41,559 --> 00:11:42,879
在今天盘后发布的

284
00:11:42,879 --> 00:11:45,099
我们来看一下他的持仓情况

285
00:11:48,360 --> 00:11:51,639
好他的持仓呢是四季度的持仓F

286
00:11:51,639 --> 00:11:54,639
其中新建仓了纽约时报啊

287
00:11:54,639 --> 00:11:59,570
NYT加仓的部分呢是CBCVX啊

288
00:11:59,570 --> 00:12:01,759
DBZ还有LAMR

289
00:12:01,759 --> 00:12:03,320
这是他加仓的部分啊

290
00:12:03,320 --> 00:12:04,960
原有持仓加仓的

291
00:12:04,960 --> 00:12:09,970
那么大家比较关心减仓减了哪些减仓了

292
00:12:09,970 --> 00:12:14,769
苹果减仓了亚马逊美国银行DVA破

293
00:12:14,769 --> 00:12:16,470
还有这个ao on啊

294
00:12:16,470 --> 00:12:17,909
这是他目前的情况

295
00:12:17,909 --> 00:12:20,269
你可以看到他的加仓里面也有加保险的

296
00:12:20,269 --> 00:12:21,830
减仓里面也有减保险的啊

297
00:12:21,830 --> 00:12:23,389
因为保险类别不太一样啊

298
00:12:23,389 --> 00:12:23,909
所以呢

299
00:12:23,909 --> 00:12:27,438
他也是做了一个相当于横向的一个调动吧

300
00:12:27,438 --> 00:12:30,719
可能大家比较关心的是苹果和亚马逊啊

301
00:12:30,719 --> 00:12:33,000
亚马逊这次剪的还比较多

302
00:12:33,000 --> 00:12:36,919
苹果它之前已经是陆陆续续在减仓了啊

303
00:12:36,919 --> 00:12:40,379
和它高峰的持仓股票数量相比

304
00:12:40,379 --> 00:12:42,820
苹果它从股票的数量上减

305
00:12:42,820 --> 00:12:44,799
差不多减了80%已经

306
00:12:44,799 --> 00:12:47,360
但是呢目前持仓的这个总的市值

307
00:12:47,360 --> 00:12:49,919
仍旧是它呃持仓最大的一个股票啊

308
00:12:49,919 --> 00:12:51,828
所以因为苹果它持有的比较久了

309
00:12:51,828 --> 00:12:55,028
所以这是目前伯克希尔哈撒韦的情况好

310
00:12:55,028 --> 00:12:57,149
我们看一下他的基本面的更新啊

311
00:12:57,149 --> 00:12:58,428
好久没讲

312
00:13:00,179 --> 00:13:03,100
好今天呢给大家更新了一下他的前瞻估值啊

313
00:13:03,100 --> 00:13:07,100
呃目前他在这整个的数据之后

314
00:13:07,100 --> 00:13:08,100
就在上一次

315
00:13:08,100 --> 00:13:10,940
其实在本来因为这个季度的财报还没出来嘛

316
00:13:10,940 --> 00:13:11,179
对吧

317
00:13:11,179 --> 00:13:13,000
所以呢呃在中间呢

318
00:13:13,000 --> 00:13:15,120
这个卖方分析师有一些调整啊

319
00:13:15,120 --> 00:13:17,730
我这里也今天给大家进行了一下更新

320
00:13:18,009 --> 00:13:19,129
它的25年

321
00:13:19,129 --> 00:13:20,289
其实这个大家先不看啊

322
00:13:20,289 --> 00:13:21,690
大家可以直接看26年

323
00:13:21,690 --> 00:13:24,850
因为25年马上披露额Q4财报之后呢

324
00:13:24,850 --> 00:13:26,039
他就截止了

325
00:13:26,039 --> 00:13:27,000
他就不看这个了啊

326
00:13:27,000 --> 00:13:28,470
后面就会出现27年

327
00:13:28,470 --> 00:13:31,149
而我们26年的410~679

328
00:13:31,149 --> 00:13:33,070
中位是544是吧

329
00:13:33,070 --> 00:13:35,089
价格呢并不是特别的高

330
00:13:35,089 --> 00:13:38,009
呃但是呢他的情况是26年同比

331
00:13:38,009 --> 00:13:39,629
25年是不增长啊

332
00:13:39,629 --> 00:13:40,850
是不增长的好吧

333
00:13:40,850 --> 00:13:42,289
所以呢是一个持平

334
00:13:42,289 --> 00:13:44,070
略微可能有所下滑

335
00:13:44,070 --> 00:13:47,350
但这个一正一其实都处于这个平衡之间啊

336
00:13:47,350 --> 00:13:49,480
这个很有可能也调成什么正一正二

337
00:13:49,480 --> 00:13:51,840
下面往下走呢就调成一负二啊

338
00:13:51,840 --> 00:13:54,360
大概这个情况呢就是比较呃

339
00:13:54,360 --> 00:13:56,559
价格谈不上便宜对吧

340
00:13:56,559 --> 00:13:57,960
之前的价格比较便宜啊

341
00:13:57,960 --> 00:13:58,879
470的位置

342
00:13:58,879 --> 00:13:59,399
460

343
00:13:59,399 --> 00:13:59,759
470

344
00:13:59,759 --> 00:14:00,450
480

345
00:14:00,450 --> 00:14:01,210
480

346
00:14:01,210 --> 00:14:02,210
这个位置是比较便宜的

347
00:14:02,210 --> 00:14:05,570
那现在呢肯定又回到了中位偏上吧

348
00:14:05,570 --> 00:14:06,909
啊中位中位数附近吧

349
00:14:06,909 --> 00:14:08,240
明年544

350
00:14:08,240 --> 00:14:09,799
现在中卫503啊

351
00:14:09,799 --> 00:14:11,399
好他主要是看一下技术面

352
00:14:11,399 --> 00:14:13,440
现在有一个突破机会

353
00:14:14,000 --> 00:14:17,509
484~510有可能会形成突破啊

354
00:14:17,509 --> 00:14:19,149
突破之后突破510之后

355
00:14:19,149 --> 00:14:20,710
他就进入右侧了

356
00:14:20,710 --> 00:14:23,049
价格就可以看前高了好吧

357
00:14:23,049 --> 00:14:24,779
它的价格就会往上去走

358
00:14:24,779 --> 00:14:28,059
上方的前高呢是在542上方的压力都不大

359
00:14:28,059 --> 00:14:29,490
需要一点点的啃掉

360
00:14:29,490 --> 00:14:32,370
主要是在484~510这个地方啊

361
00:14:32,370 --> 00:14:34,889
现在市价就差了几块钱呃

362
00:14:34,889 --> 00:14:35,850
如果要做右侧呢

363
00:14:35,850 --> 00:14:36,450
你想做呢

364
00:14:36,450 --> 00:14:38,129
那肯定是要以484为防守对吧

365
00:14:38,129 --> 00:14:38,929
突破右侧之后

366
00:14:38,929 --> 00:14:40,769
以484防守破位之后呢

367
00:14:40,769 --> 00:14:45,549
你可能就要做一些这个风控好呃

368
00:14:45,549 --> 00:14:46,389
讲完这个之后呢

369
00:14:46,389 --> 00:14:48,870
把NETFLIX也跟一下

370
00:14:50,279 --> 00:14:52,799
好这支股票呢同样还是没建仓啊

371
00:14:52,799 --> 00:14:53,720
成交量太小了

372
00:14:54,720 --> 00:14:58,470
好说一下他的大概的目前的收购进展呃

373
00:14:58,470 --> 00:15:02,529
NETFLIX的收购目前呢和派拉蒙的竞争呃

374
00:15:02,529 --> 00:15:06,250
现在预测市场认为可能性正在降低

375
00:15:06,250 --> 00:15:09,509
就是NETFLIX收购的成功的可能性正在降低

376
00:15:09,509 --> 00:15:11,879
那么截止到周一呢

377
00:15:11,879 --> 00:15:15,279
整个的这个polly market的这个预测

378
00:15:15,279 --> 00:15:19,929
市场认为NETFLIX完成交易的概率是45%

379
00:15:19,929 --> 00:15:22,009
那么派拉蒙完成收购

380
00:15:22,009 --> 00:15:24,289
成功的概率是37%啊

381
00:15:24,289 --> 00:15:25,039
略微落后

382
00:15:25,039 --> 00:15:28,000
但是呢也已经不像之前的NETFLIX

383
00:15:28,000 --> 00:15:30,779
能够超过50%那么大幅领先了

384
00:15:30,779 --> 00:15:33,899
呃现在呢这个情况就变成了什么呢

385
00:15:33,899 --> 00:15:39,889
就变成了呃这个消息从去年到现在啊

386
00:15:39,889 --> 00:15:44,169
整个呢让它的股价直接是下来了一轮是吧

387
00:15:44,169 --> 00:15:45,289
整个是下来了一轮

388
00:15:45,289 --> 00:15:47,690
当然也伴随着市场整体的科技股

389
00:15:47,690 --> 00:15:50,000
这边本身都出现了一些呃

390
00:15:50,000 --> 00:15:53,029
这种呃被这个抛售的情况啊

391
00:15:53,029 --> 00:15:55,049
但是呢他也利用了这个机会

392
00:15:55,049 --> 00:15:57,230
走了比较好的均值回归啊

393
00:15:57,230 --> 00:15:59,210
因为我们原来给过他的前瞻嘛

394
00:15:59,210 --> 00:16:02,649
他是629327年是75~113啊

395
00:16:02,649 --> 00:16:05,250
现在这个价格其实是属于26年的中位

396
00:16:05,250 --> 00:16:06,289
非常合理的

397
00:16:06,289 --> 00:16:07,870
基本面的位置没有问题

398
00:16:07,870 --> 00:16:10,299
那不管他收购成功与不成功

399
00:16:10,299 --> 00:16:13,399
其实对它的基本面本身没有什么太大的影响

400
00:16:13,399 --> 00:16:15,899
这个价格呢也刚刚回归合理啊

401
00:16:15,899 --> 00:16:17,940
但是谈不上便宜可减

402
00:16:17,940 --> 00:16:20,139
所以呢大家可能比较着急

403
00:16:20,139 --> 00:16:21,909
说我这个什么时候去买

404
00:16:21,909 --> 00:16:24,549
其实呢呃我原来讲的这支股票啊

405
00:16:24,549 --> 00:16:30,038
就是我呢买这支股票是因为他有便宜

406
00:16:30,038 --> 00:16:31,099
我就捡一捡

407
00:16:31,099 --> 00:16:32,639
他如果不给便宜

408
00:16:32,639 --> 00:16:35,480
这个股票我并不是必须要买的

409
00:16:35,480 --> 00:16:40,659
所以我必须要看到非常好的放量的止跌形态

410
00:16:40,659 --> 00:16:42,269
我才会去进场

411
00:16:42,269 --> 00:16:44,710
那么上个星期五是止跌形态啊

412
00:16:44,710 --> 00:16:45,610
确实是止跌形态

413
00:16:45,610 --> 00:16:46,860
但是成交量比较小

414
00:16:46,860 --> 00:16:48,139
今天横盘啊

415
00:16:48,139 --> 00:16:49,779
仍旧呢是成交量萎缩

416
00:16:49,779 --> 00:16:52,019
所以这种情况我就继续不动啊

417
00:16:52,019 --> 00:16:54,360
因为现在的市场比较的奇怪啊

418
00:16:54,360 --> 00:16:56,629
我不知道大家有没有一种感受啊

419
00:16:56,629 --> 00:16:58,649
整个2月份的行情

420
00:16:58,649 --> 00:17:02,139
整个市场大家会不会觉得有一点点乱

421
00:17:02,139 --> 00:17:05,170
就是这个方向呢它不是那么的明确

422
00:17:05,170 --> 00:17:09,650
而且很多主题的炒作之间呐就是这个逻辑啊

423
00:17:09,650 --> 00:17:12,598
你说它的涨跌逻辑它其实是有矛盾的

424
00:17:12,598 --> 00:17:15,378
所以呢大盘啊我标题上写着

425
00:17:15,378 --> 00:17:18,479
大盘现在是有点迷路了啊

426
00:17:18,479 --> 00:17:19,400
迷路了

427
00:17:19,400 --> 00:17:20,539
所以在这种情况下

428
00:17:20,539 --> 00:17:24,119
我这一支股票当然现在也稳妥起见

429
00:17:24,119 --> 00:17:27,400
继续的等非常好的形态才去做啊

430
00:17:27,400 --> 00:17:28,539
不然的话我就不做

431
00:17:28,539 --> 00:17:29,660
一直等着啊

432
00:17:29,660 --> 00:17:32,960
好所以呢我们说一下大盘的情况呃

433
00:17:32,960 --> 00:17:35,500
大盘呢在6907出发之后

434
00:17:35,500 --> 00:17:37,519
下一个6707呃

435
00:17:37,519 --> 00:17:41,240
当然现在呢市场说有一些数据分析认为呢

436
00:17:41,240 --> 00:17:44,539
在6800点的伽马强这边呢可能会下挫

437
00:17:44,539 --> 00:17:45,240
下挫一波

438
00:17:45,240 --> 00:17:46,880
其实今天有打穿过打穿

439
00:17:46,880 --> 00:17:47,970
但是很快就上来了

440
00:17:47,970 --> 00:17:51,170
所以呢我认为还是应该以CCTA的抛售为准啊

441
00:17:51,170 --> 00:17:54,670
CCTA呢还会要到6700点下方

442
00:17:54,670 --> 00:17:56,890
才会有下一轮的重大抛售

443
00:17:56,890 --> 00:17:59,269
所以在这里边还能够挣吧

444
00:17:59,269 --> 00:17:59,769
挣吧啊

445
00:17:59,769 --> 00:18:02,470
大家呢还能够在这里边再去博弈博弈

446
00:18:02,470 --> 00:18:03,589
那么这是标普

447
00:18:03,589 --> 00:18:04,549
所以他走的很怪

448
00:18:04,549 --> 00:18:06,509
你说它大幅上涨吧

449
00:18:06,509 --> 00:18:07,529
他不给力

450
00:18:07,529 --> 00:18:08,589
形不成合力对吧

451
00:18:08,589 --> 00:18:10,759
大权重现在一个个都比较疲软

452
00:18:10,759 --> 00:18:12,440
你说他要连续暴跌吧

453
00:18:12,440 --> 00:18:14,440
大权重已经跌了很多了啊

454
00:18:14,440 --> 00:18:16,519
很多已经回撤的比较多了

455
00:18:16,519 --> 00:18:16,759
呃

456
00:18:16,759 --> 00:18:18,739
谁来砸这个盘啊

457
00:18:18,739 --> 00:18:19,818
比如说你要砸盘

458
00:18:19,818 --> 00:18:21,679
只能是其他的板块去砸吧

459
00:18:21,679 --> 00:18:23,898
比方说什么其他的之前涨的比较多的

460
00:18:23,898 --> 00:18:26,009
特别是消费品是吧

461
00:18:26,250 --> 00:18:27,309
涨了那么多

462
00:18:27,309 --> 00:18:28,230
他要不要砸

463
00:18:28,230 --> 00:18:31,069
他要不要大家觉得哎呀哦他这个也不行了

464
00:18:31,069 --> 00:18:32,069
明显在炒的话

465
00:18:32,069 --> 00:18:33,250
已经业绩超了吗

466
00:18:33,250 --> 00:18:33,869
高估了吗

467
00:18:33,869 --> 00:18:34,390
高估太多了

468
00:18:34,390 --> 00:18:34,869
怎么炒呢

469
00:18:34,869 --> 00:18:35,750
炒不动了呀

470
00:18:35,750 --> 00:18:37,190
那就没得炒了对吧

471
00:18:37,190 --> 00:18:38,819
他要是也往下掉

472
00:18:38,819 --> 00:18:40,359
那么大科技也不动

473
00:18:40,359 --> 00:18:41,240
也往下掉

474
00:18:41,240 --> 00:18:43,220
那才有机会把盘砸下来

475
00:18:43,220 --> 00:18:46,099
所以现在呢整个市场呢有一点点

476
00:18:46,099 --> 00:18:47,460
这个叫做什么呢

477
00:18:47,460 --> 00:18:51,710
呃比较的比较的属于一种呃

478
00:18:51,710 --> 00:18:53,470
有很多人在盼着下跌

479
00:18:53,470 --> 00:18:56,960
但是有很多人呢也很就觉得跌不了太多

480
00:18:56,960 --> 00:18:58,400
也能够继续涨上去

481
00:18:58,400 --> 00:19:02,809
所以你看这个WX这边也是走的比较矛盾weeks

482
00:19:02,809 --> 00:19:06,390
今天实际上他是最高的时候去到过22啊

483
00:19:06,390 --> 00:19:09,589
本来是有机会去跑到22上方的

484
00:19:09,589 --> 00:19:11,750
那么市场呢那个时候可能就收不回来

485
00:19:11,750 --> 00:19:12,829
还会继续下挫啊

486
00:19:14,319 --> 00:19:16,640
但是呢整个又回来了对吧

487
00:19:16,640 --> 00:19:17,400
又掉下来了

488
00:19:17,400 --> 00:19:18,759
还比昨天还收跌了四个点

489
00:19:18,759 --> 00:19:19,779
跑到了20

490
00:19:19,779 --> 00:19:22,279
但是这个20呢又不是一个安全的位置

491
00:19:22,279 --> 00:19:24,019
是20~22之间呢

492
00:19:24,019 --> 00:19:27,059
它是一个波动大波动的一个准备期

493
00:19:27,059 --> 00:19:30,380
所以市场呢就是想搞事儿呢

494
00:19:30,380 --> 00:19:31,700
又不好搞对吧

495
00:19:31,700 --> 00:19:32,539
他不想搞事

496
00:19:32,539 --> 00:19:34,259
你要说让他去大幅去买吧

497
00:19:34,259 --> 00:19:34,900
试驾吧

498
00:19:34,900 --> 00:19:36,039
他又买不下手

499
00:19:36,039 --> 00:19:39,559
处于这么一个横向的拉锯的这么个情况啊

500
00:19:39,559 --> 00:19:42,759
所以我才说大盘有点迷路啊

501
00:19:42,759 --> 00:19:44,799
那么这种情况呢没办法

502
00:19:44,799 --> 00:19:46,079
那大盘迷路了

503
00:19:46,079 --> 00:19:47,960
咱们就等等吧啊等等

504
00:19:47,960 --> 00:19:49,200
多出点方向吧

505
00:19:49,200 --> 00:19:52,039
要么呢就收回去涨回去打个新高对吧

506
00:19:52,039 --> 00:19:53,789
要么呢你就干脆跌穿

507
00:19:53,789 --> 00:19:55,269
往下多深跌一点

508
00:19:55,269 --> 00:19:57,130
但大家呢这个有便宜的

509
00:19:57,130 --> 00:19:58,170
捡便宜的上了车

510
00:19:58,170 --> 00:19:59,799
大家筹码一交换对吧

511
00:19:59,799 --> 00:20:00,519
这也行啊

512
00:20:00,519 --> 00:20:01,880
总之呢横在这里

513
00:20:01,880 --> 00:20:04,019
那咱们就做不了什么事啊

514
00:20:04,019 --> 00:20:06,380
好那么今天呢就说这么多啊

515
00:20:06,380 --> 00:20:07,940
今天做的比较简单啊

516
00:20:07,940 --> 00:20:09,660
等有更多的方向出来之后

517
00:20:09,660 --> 00:20:13,079
咱们再做其他的更多的分析好

518
00:20:13,079 --> 00:20:15,000
那这个呢就是咱们今天节目的全部内容

519
00:20:15,000 --> 00:20:17,059
非常感谢大家持续不断的点赞

520
00:20:17,059 --> 00:20:18,480
评论和转发啊

521
00:20:18,480 --> 00:20:19,599
那我们今天到这

522
00:20:19,599 --> 00:20:22,359
明天同一时间不见不散

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