【Financial Education】现在必买入这6只美股，否则你将永远后悔！

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大家准备好你的煎饼吧

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我们即将迎来翻倍行情

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哦不赖

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某些股票即将出现大幅波动

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今天我们在这里讨论这个话题

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当我说到巨大

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我指的是史诗级行情

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呃

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众多股票即将迎来变化

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我们将在视频中详细分析

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保利股价今日突破四百万美元

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请大家稍作停留

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请大家回顾过去几年的成长历程

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感恩当下所处的位置

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为自己感到骄傲

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不管怎样

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无论是五万美元还是五十亿美元的投资组合

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我相信你们过去几年取得了长足进步

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我确信你们收获颇丰

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我确信你们已处于人生最佳状态

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适时反思总是有益的

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感恩自己能达成的成就

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静下心来思考

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为自己的成就感到自豪

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并对未来十年的发展充满期待

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好的

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听我说

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我今天研究了这些股票

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发现非常有趣

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我看到的这些情况

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许多被看衰的股票终于获得买入

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没错

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P500上涨0.77%

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今日涨幅不足1%

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这些被嫌弃的股票长期表现不佳

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SoFi

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Celsius服务公司

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这些股票近期表现亮眼

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上涨两千美元

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我获利三千五百美元

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Celsius涨至四千六百美元，服务公司上涨近四千美元

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Peltier上涨一千七百美元

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Cake今日上涨五千六百美元

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Peltier上涨三千八百美元

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这些股票近期表现低迷

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这些公司的商业模式堪称优秀

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但股价走势并不理想

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今天要重点讨论的两大主题

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好的第一个

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我听到很多人在谈论市场泡沫

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今天我想要彻底分析这个案例

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在这段视频中

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因为大家都在谈论这个市场处于历史最高点

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高市盈率泡沫市场泡沫市场

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我的意思是

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迈克尔·伯里的

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你知道我的意思

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我不知道他预测过多少次之前的崩盘

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但我觉得是最近两次中的上百次

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对吧或者最后一次

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嗯

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我们将讨论这个市场的泡沫现象

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好的，我今天会彻底剖析这个案例

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第二点

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六只即将爆发惊人走势的股票

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未来你必须投资这类股票

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这些类型的股票

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好的，我将在视频中逐一分析它们的看涨情况

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这些股票在未来几年具有极高的风险收益比

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好的

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希望你们喜欢这个视频

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有一点

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我需要大家做的一件事

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如果能点击那个赞按钮

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为这个视频点个赞图标

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但已经完成了

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非常感谢

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我真的很感激

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今天是个特别的日子

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我收到了第五个YouTube银色播放按钮

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简直太棒了

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它就在那里某个地方

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就在那里用于互动

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菲伊赚钱了

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如果你关注那个频道

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非常感谢

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我在YouTube已经十年了

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能拥有五个银色播放按钮在家

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这太不可思议了

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兄弟

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简直太不可思议了

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我非常感激每一位支持者

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无论是十个人观看

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还是千万人观看

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感谢每一位抽出时间的观众

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因为我的视频很长

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内容深入

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通常三十到四十分钟

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有时甚至五十分钟

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对了，我非常感谢大家加入我

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你们中很多人

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现在20%的订阅者通过电视观看

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这对我来说太疯狂了

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想想那个电视

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哇

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我感觉很特别

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好的

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我由衷地感激

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所有朋友们

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谢谢

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大家请订阅频道

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嗯

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难以置信

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没错

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所以啊

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谢谢

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已经感谢过了

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我们开始吧

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好的

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如果你想判断市场是否处于泡沫

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最终都要看估值

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好的

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估值非常重要

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它们会以各种形式出现对吧

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重大金融危机

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比如2020年的情况

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他们关闭了全球经济

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没错，像新冠疫情这样的情况就是这样

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这并不能说明

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你是否处于泡沫中对吧

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估值能更真实反映是否存在泡沫

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当我们展望未来

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标普500的市盈率

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我们处于高位对吧

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还没失控

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高但确实很高对吧

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就在这里

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你会觉得

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嗯

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我有点东西

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我有点底牌对吧

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我们处于四倍市盈率的高位

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最近几年来说

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没错所以

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我有点底牌啊

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我肯定会击溃它

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好的

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所以排除掉市值前十的股票

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福特P值达到十九

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好的，现在我们再来谈谈四九指数

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四百九十九点S&P没错

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不是五百点

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所以你要剔除掉那些前十名

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我稍后会演示给你看

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为什么这如此重要

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你可能会说

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嗯

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这算作弊

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这不公平

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你剔除了前十名

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实际上这会对你不利

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如果你要论证像这样

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保持在前十名

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不

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别信

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这对你没好处

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我稍后会详细说明

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好的

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然后我说

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让我们移除市值最大的二十只股票

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市值最大的二十只股票

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你被淘汰了

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市盈率前向值是多少

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四八零的P值

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现在

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我们进入十七组数据

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女士们先生们

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十七组数据

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这很有趣对吧

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他们说这不公平

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好的

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这里就是原因

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绝对不应该围绕这个做论点

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比如

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你应该包含所有股票

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原因在于

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好的

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这些是最大权重

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显然英伟达

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微软

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谷歌

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你知道的

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亚马逊这些公司

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没错

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这些公司增长速度远超传统市场龙头

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远超传统市场顶端

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你可以强有力地论证

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股市的前向市盈率应大幅高于当前水平

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股市中市值最大的公司是英伟达

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你知道他们今年的营收预计会增长多少吗

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如果他们以历史罕见的54%增速超越这些数字也不要惊讶

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当市值第一的公司营收以5%的速度增长时

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这根本不可能发生

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通常全球市值第一的公司营收增速在5-10%

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可能达到15%左右

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54%的增长率啊

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市场平均股票的营收增速大概在5%

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6%左右区间

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我们正在讨论

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这是谷歌的十倍市值

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我相信

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这是整个股市中第二大的市值

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目前来看

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今年预期营收增长22%

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22%

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这相当于四倍于

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或可能是市场平均股票的五倍

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先生

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软银

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微软今年的营收增长预期为17.5%

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我们来看看苹果

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Meta、亚马逊

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哦

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天啊

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苹果

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这里面最慢的

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今年预期营收增长12%

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Meta 27.5% 亚马逊

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亚马逊预期营收增长16%对吧

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你可以争论

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这些科技巨头其实很便宜

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不贵

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非常便宜

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请注意

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所以这里根本没必要做这种判断

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哦

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我们处于泡沫中

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唯一能成立的论点是

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泡沫存在的前提是这些公司增长消失

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如果Meta营收增速从27.5%骤降至5%

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好吧

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如果出现这种情况确实有问题

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而且市盈率低于20倍

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你依然没有问题

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相信我

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这简直难以想象

247
00:07:19,949 --> 00:07:21,269
但问题出在增长停滞

248
00:07:21,269 --> 00:07:23,589
比如亚马逊也开始3%增长

249
00:07:23,589 --> 00:07:24,490
说十六个百分点

250
00:07:24,490 --> 00:07:24,670
好的

251
00:07:24,670 --> 00:07:25,350
你有问题吗

252
00:07:25,350 --> 00:07:25,990
没错

253
00:07:25,990 --> 00:07:27,410
如果英伟达从

254
00:07:27,410 --> 00:07:30,689
你知道从50%的增长骤降至5%的增长

255
00:07:30,689 --> 00:07:30,949
好的

256
00:07:30,949 --> 00:07:31,550
你有问题吗

257
00:07:31,550 --> 00:07:32,990
这会发生吗

258
00:07:32,990 --> 00:07:34,610
看起来不太现实

259
00:07:34,610 --> 00:07:37,129
完全不现实啊

260
00:07:37,129 --> 00:07:39,470
这概率非常渺茫

261
00:07:39,470 --> 00:07:40,870
所以我认为

262
00:07:40,870 --> 00:07:43,350
如果我们围绕

263
00:07:43,350 --> 00:07:44,829
是否存在股市泡沫

264
00:07:44,829 --> 00:07:46,470
股市是否定价合理

265
00:07:46,470 --> 00:07:47,769
股市是否被低估

266
00:07:47,769 --> 00:07:50,189
这无疑是 weakest 的论点

267
00:07:50,189 --> 00:07:54,860
在我看来，股市肯定处于泡沫状态

268
00:07:55,149 --> 00:07:57,629
除了说

269
00:07:57,629 --> 00:07:58,788
股市涨了很多

270
00:07:58,788 --> 00:07:59,848
这无关紧要

271
00:07:59,848 --> 00:08:04,060
最终还是要看营收增长率和每股收益增长率

272
00:08:04,060 --> 00:08:05,300
这才是关键

273
00:08:05,300 --> 00:08:06,040
每股收益（EPS）

274
00:08:06,040 --> 00:08:07,180
然后我们可以玩这个游戏

275
00:08:07,180 --> 00:08:08,300
如果你想玩华尔街的游戏

276
00:08:08,300 --> 00:08:09,740
我们的公司是盈利还是不及预期

277
00:08:09,740 --> 00:08:12,060
尤其是大幅盈利的情况

278
00:08:12,060 --> 00:08:13,480
特别是那些重要的股票

279
00:08:13,480 --> 00:08:14,899
整个股市中大多数情况

280
00:08:14,899 --> 00:08:16,259
市值最大的公司

281
00:08:16,259 --> 00:08:19,060
所以关于泡沫的论点非常薄弱

282
00:08:19,060 --> 00:08:22,730
你可以有力论证股市定价合理

283
00:08:22,730 --> 00:08:25,629
没错，这里可以展开激烈辩论

284
00:08:25,629 --> 00:08:29,829
我认为确实有充分理由认为当前股市被低估

285
00:08:29,829 --> 00:08:30,750
被低估

286
00:08:30,750 --> 00:08:33,269
你现在有更强的论点

287
00:08:33,269 --> 00:08:35,298
股市当前被低估

288
00:08:35,298 --> 00:08:36,918
而非处于泡沫中

289
00:08:36,918 --> 00:08:41,798
深入分析最大市值公司你会发现

290
00:08:41,798 --> 00:08:44,240
这些公司的市盈率（PE）其实非常低

291
00:08:44,240 --> 00:08:45,159
并非像

292
00:08:45,159 --> 00:08:48,000
我们正处于繁荣时期，一切对公司有利

293
00:08:48,000 --> 00:08:49,080
它们正在应对通胀

294
00:08:49,080 --> 00:08:50,080
它们面临诸多问题

295
00:08:50,080 --> 00:08:53,169
这些实际损害了利润率和每股收益

296
00:08:53,169 --> 00:08:54,330
它们正在应对各种

297
00:08:54,330 --> 00:08:54,450
比如

298
00:08:54,450 --> 00:08:56,210
多重因素

299
00:08:56,549 --> 00:08:58,190
我们总是听到关于消费者的讨论

300
00:08:58,190 --> 00:08:59,669
所有消费者都是坏的

301
00:08:59,669 --> 00:09:00,830
汽油价格很高

302
00:09:00,830 --> 00:09:01,490
这很糟糕

303
00:09:01,490 --> 00:09:02,330
那也很糟糕

304
00:09:02,330 --> 00:09:06,279
实际工资因利率过高而受损

305
00:09:06,279 --> 00:09:07,779
看看十年期收益率

306
00:09:07,779 --> 00:09:11,269
所有这些不断被提及的负面因素

307
00:09:11,269 --> 00:09:13,789
然而顶级股票为何仍能跑赢大盘

308
00:09:13,789 --> 00:09:16,610
盈利超出预期，持续报告佳绩

309
00:09:16,610 --> 00:09:19,629
令人震惊的营收增长和每股收益增长

310
00:09:19,629 --> 00:09:22,789
连续多个季度的惊人利润率

311
00:09:22,789 --> 00:09:24,370
尽管所有令人不安的因素

312
00:09:24,370 --> 00:09:25,789
所有负面情绪

313
00:09:25,789 --> 00:09:28,860
但他们仍屡次突破困境

314
00:09:28,860 --> 00:09:31,519
因此我认为有很强的论据

315
00:09:31,519 --> 00:09:34,200
可以说股市其实并不昂贵

316
00:09:34,200 --> 00:09:35,259
如果我要提出论点

317
00:09:35,259 --> 00:09:38,828
我可以更有力地论证市场不泡沫化

318
00:09:38,828 --> 00:09:41,749
但最强的论据是股市定价合理

319
00:09:41,749 --> 00:09:43,208
考虑到当前的风险环境

320
00:09:43,208 --> 00:09:44,369
基于现有的风险因素

321
00:09:44,369 --> 00:09:45,548
基于潜在回报

322
00:09:45,548 --> 00:09:46,700
基于增长速度

323
00:09:46,700 --> 00:09:48,620
基于不同股票的前景

324
00:09:48,620 --> 00:09:51,179
我认为最强论据是市场定价合理

325
00:09:51,179 --> 00:09:51,899
我们并未处于泡沫期

326
00:09:51,899 --> 00:09:54,019
当前并非绝对低价时期

327
00:09:54,019 --> 00:09:56,429
低价时期已彻底过去

328
00:09:56,429 --> 00:09:57,090
那确实是

329
00:09:57,090 --> 00:09:59,149
当我刚开始投资市场时

330
00:09:59,149 --> 00:09:59,669
回溯到

331
00:09:59,669 --> 00:10:00,669
记得二零零九年

332
00:10:00,669 --> 00:10:01,350
二零一零年

333
00:10:01,350 --> 00:10:02,309
二零一一年

334
00:10:02,309 --> 00:10:03,110
记得那时

335
00:10:03,110 --> 00:10:03,730
天啊

336
00:10:03,730 --> 00:10:05,330
那确实是极度低迷的市场

337
00:10:05,330 --> 00:10:07,509
但许多公司的增长速度

338
00:10:07,509 --> 00:10:11,759
尤其是顶级大公司表现平平

339
00:10:11,759 --> 00:10:12,179
好的

340
00:10:12,179 --> 00:10:14,340
请大家仔细听这段

341
00:10:14,340 --> 00:10:16,059
接下来我们将介绍六只股票

342
00:10:16,059 --> 00:10:16,360
好的

343
00:10:16,360 --> 00:10:20,320
你需要长期专注

344
00:10:20,320 --> 00:10:23,370
第二点关注个股

345
00:10:23,370 --> 00:10:24,950
不要担忧市场波动

346
00:10:24,950 --> 00:10:27,330
大家总在讨论市场动态

347
00:10:27,330 --> 00:10:27,570
哦

348
00:10:27,570 --> 00:10:28,210
我们正处于泡沫中

349
00:10:28,210 --> 00:10:29,309
市场要崩盘了

350
00:10:29,309 --> 00:10:31,589
 blah blah blah blah blah 对吧

351
00:10:32,710 --> 00:10:33,190
你知道的

352
00:10:33,190 --> 00:10:34,090
让我让我给你看看这个

353
00:10:34,090 --> 00:10:34,970
让我给你看看这个

354
00:10:34,970 --> 00:10:36,629
我想给你展示一些很重要的东西

355
00:10:36,629 --> 00:10:40,470
好的现在我要展示一些很重要的东西

356
00:10:41,299 --> 00:10:44,720
你看这里这个

357
00:10:45,120 --> 00:10:47,279
你看这个孩子在这里

358
00:10:47,279 --> 00:10:47,899
好的

359
00:10:47,899 --> 00:10:49,600
这是我刚开始进入市场的时期

360
00:10:49,600 --> 00:10:51,019
这大概是2009年

361
00:10:51,019 --> 00:10:52,109
好的

362
00:10:52,469 --> 00:10:53,028
听着

363
00:10:53,028 --> 00:10:54,828
当时对股市有很多担忧

364
00:10:54,828 --> 00:11:00,149
然后有很多担忧，猜猜2009年发生了什么

365
00:11:00,769 --> 00:11:01,908
就是这样

366
00:11:01,908 --> 00:11:04,369
2010年对股市也有很多担忧

367
00:11:04,369 --> 00:11:05,708
2011年同样如此

368
00:11:05,708 --> 00:11:07,969
2012、13、14、15年

369
00:11:07,969 --> 00:11:10,419
一直到2020年代每年都是这样

370
00:11:10,419 --> 00:11:12,740
股市总让人担忧

371
00:11:12,740 --> 00:11:13,519
这支股票市场

372
00:11:13,519 --> 00:11:16,190
这个股票市场 blah blah blah

373
00:11:16,190 --> 00:11:17,970
专注于股票

374
00:11:17,970 --> 00:11:19,769
这才是真正的赚钱所在

375
00:11:19,769 --> 00:11:20,649
别担心

376
00:11:20,649 --> 00:11:22,250
如果股市要下跌

377
00:11:22,250 --> 00:11:24,769
或者明年上涨10%

378
00:11:24,769 --> 00:11:27,480
你根本无法控制

379
00:11:27,759 --> 00:11:28,960
你根本无法控制

380
00:11:28,960 --> 00:11:30,179
而我们都知道

381
00:11:30,179 --> 00:11:31,279
一而再

382
00:11:31,279 --> 00:11:33,019
市场时机是傻瓜的游戏

383
00:11:33,019 --> 00:11:38,370
我见过一个又一个聪明人

384
00:11:38,370 --> 00:11:43,960
我说非常聪明的人，他们用钱甚至智商极高

385
00:11:43,960 --> 00:11:45,980
智商极高的人试图预测市场

386
00:11:45,980 --> 00:11:46,960
我开始日期

387
00:11:46,960 --> 00:11:47,700
你知道在想

388
00:11:47,700 --> 00:11:50,039
也许他们其实没那么高智商

389
00:11:50,039 --> 00:11:52,000
但他们总想玩这种时机游戏

390
00:11:52,000 --> 00:11:55,360
与市场对抗，结果屡屡失败

391
00:11:55,360 --> 00:11:58,879
我说各位专注长期投资的优质股票

392
00:11:58,879 --> 00:12:00,120
冬季鸡肉晚餐

393
00:12:00,120 --> 00:12:00,600
比如

394
00:12:00,600 --> 00:12:01,960
这才是你应该关注的

395
00:12:01,960 --> 00:12:02,919
这才是你应该专注的

396
00:12:02,919 --> 00:12:04,318
这才是大钱所在

397
00:12:04,318 --> 00:12:05,798
大钱不会试图

398
00:12:05,798 --> 00:12:06,278
你知道的

399
00:12:06,278 --> 00:12:06,719
弄清楚

400
00:12:06,719 --> 00:12:08,058
我需要明天卖掉我的股票

401
00:12:08,058 --> 00:12:10,239
这样三个月后我可以重新入市

402
00:12:10,239 --> 00:12:12,809
因为我们即将迎来sully mago事件

403
00:12:12,809 --> 00:12:14,250
谁在乎

404
00:12:14,250 --> 00:12:15,860
无关紧要

405
00:12:15,860 --> 00:12:17,179
时间在市场中比

406
00:12:17,179 --> 00:12:18,179
时间在市场中

407
00:12:18,179 --> 00:12:19,419
寻找优质机会

408
00:12:19,419 --> 00:12:20,419
优质股票买入

409
00:12:20,419 --> 00:12:22,220
我们即将讨论很多这类股票

410
00:12:22,220 --> 00:12:25,349
这才是你真正需要专注的地方

411
00:12:25,349 --> 00:12:26,028
你知道的

412
00:12:26,028 --> 00:12:27,109
这就是赚大钱的关键

413
00:12:28,188 --> 00:12:28,469
你知道的

414
00:12:28,469 --> 00:12:31,360
我认识的所有赚到大钱的人

415
00:12:31,360 --> 00:12:33,419
无论是通过生意还是投资

416
00:12:33,419 --> 00:12:35,179
都专注于长期

417
00:12:35,179 --> 00:12:37,740
做出长期决策

418
00:12:37,740 --> 00:12:42,120
并让复利效应让他们变得非常富有

419
00:12:42,120 --> 00:12:46,399
没错，不要整天担心市场波动

420
00:12:46,399 --> 00:12:47,620
市场会怎样就是怎样

421
00:12:47,620 --> 00:12:49,000
如果股市上涨

422
00:12:49,000 --> 00:12:51,049
或在未来一年下跌两到五个百分点

423
00:12:51,049 --> 00:12:52,629
你无法控制

424
00:12:52,629 --> 00:12:55,289
你也无法精准把握时机

425
00:12:55,289 --> 00:12:55,669
我说

426
00:12:55,669 --> 00:12:56,250
我做不到

427
00:12:56,250 --> 00:13:00,119
过去十七八年我每天都身处市场

428
00:13:00,119 --> 00:13:00,458
他说

429
00:13:00,458 --> 00:13:00,698
嗯

430
00:13:00,698 --> 00:13:02,099
也许你并不聪明杰里米

431
00:13:02,099 --> 00:13:03,379
你并不聪明

432
00:13:03,379 --> 00:13:04,499
哦随便

433
00:13:04,499 --> 00:13:05,538
抓到我了没

434
00:13:05,538 --> 00:13:06,700
没那么聪明

435
00:13:06,700 --> 00:13:08,059
我还是做不到

436
00:13:08,059 --> 00:13:11,649
你也做不到，这没问题

437
00:13:11,649 --> 00:13:13,029
专注股票

438
00:13:13,029 --> 00:13:14,289
专注积累财富

439
00:13:14,289 --> 00:13:15,769
增长增长增长

440
00:13:15,769 --> 00:13:18,899
如果你想专注股票

441
00:13:19,379 --> 00:13:20,659
可加入你的专属小组

442
00:13:20,659 --> 00:13:21,779
下方评论区链接

443
00:13:21,779 --> 00:13:23,480
获取所有课程资料

444
00:13:23,480 --> 00:13:24,940
获取千课资源

445
00:13:24,940 --> 00:13:25,940
以便运行你的预测

446
00:13:25,940 --> 00:13:26,940
真正专注投资技巧

447
00:13:26,940 --> 00:13:29,000
这将在未来为你带来实际收益

448
00:13:29,000 --> 00:13:29,379
没错

449
00:13:29,379 --> 00:13:33,019
你可以继续尝试专注于进出市场的操作

450
00:13:33,019 --> 00:13:34,820
以及加杠杆进出市场

451
00:13:34,820 --> 00:13:35,320
看涨期权

452
00:13:35,320 --> 00:13:35,759
看跌期权

453
00:13:35,759 --> 00:13:38,419
或者你可以专注于真正投入实际工作

454
00:13:38,419 --> 00:13:41,120
你知道真正投入工作的人寥寥无几

455
00:13:41,120 --> 00:13:42,740
但他们取得了成果

456
00:13:42,740 --> 00:13:45,929
这就是为什么我们拥有如此庞大的数量

457
00:13:45,929 --> 00:13:49,210
我妻子说她才是送出七位数奖金的人

458
00:13:49,210 --> 00:13:50,070
六位数奖励

459
00:13:50,070 --> 00:13:54,710
私人小组中有14人刚刚达成百万美元目标

460
00:13:54,710 --> 00:13:58,009
还有人刚刚申请了七位数奖杯

461
00:13:58,009 --> 00:14:03,090
我相信她说我们有36人刚刚突破十万美元

462
00:14:03,090 --> 00:14:05,009
在私人小组中

463
00:14:05,129 --> 00:14:05,889
就在最近

464
00:14:05,889 --> 00:14:06,629
比如一两周前

465
00:14:06,629 --> 00:14:07,490
简直疯狂

466
00:14:07,490 --> 00:14:08,450
所以你知道

467
00:14:08,450 --> 00:14:10,529
你可以玩这些投机游戏

468
00:14:10,529 --> 00:14:11,970
或者你可以认真对待这个游戏

469
00:14:11,970 --> 00:14:14,389
加入私人小组让我们提升到更高层次

470
00:14:14,389 --> 00:14:16,889
兄弟快别偷懒了马上继续

471
00:14:16,889 --> 00:14:20,210
六只股票即将迎来惊人涨幅

472
00:14:20,210 --> 00:14:20,730
好的

473
00:14:20,730 --> 00:14:21,659
你准备好了吗

474
00:14:21,899 --> 00:14:22,539
第一只

475
00:14:23,580 --> 00:14:25,620
Celsius Holdings

476
00:14:26,490 --> 00:14:29,909
我正拍着桌子强调这只股票

477
00:14:29,909 --> 00:14:33,479
Celsius Holdings注意听

478
00:14:35,379 --> 00:14:36,999
Celsius能量饮料公司

479
00:14:36,999 --> 00:14:38,538
他们显然拥有Celsius品牌

480
00:14:38,538 --> 00:14:39,440
我认为

481
00:14:39,440 --> 00:14:41,039
即使你不喝能量饮料

482
00:14:41,039 --> 00:14:42,039
你也应该知道Celsius品牌

483
00:14:42,039 --> 00:14:42,320
现在

484
00:14:42,320 --> 00:14:43,299
他们拥有Lonnie

485
00:14:43,299 --> 00:14:44,899
刚收购了Rockstar

486
00:14:44,899 --> 00:14:46,740
现在拥有百事分销渠道

487
00:14:46,740 --> 00:14:47,000
对吧

488
00:14:47,000 --> 00:14:48,409
所以他们是

489
00:14:48,409 --> 00:14:49,009
你知道的

490
00:14:49,009 --> 00:14:49,750
嗯

491
00:14:49,750 --> 00:14:52,289
百事大力推广的能量饮料巨头

492
00:14:52,289 --> 00:14:52,809
你知道的

493
00:14:52,809 --> 00:14:54,519
现在和未来几年

494
00:14:54,519 --> 00:14:58,840
这只被严重低估的股票机会难得

495
00:14:58,840 --> 00:14:59,419
对吧

496
00:14:59,419 --> 00:15:00,639
Monster Beverage

497
00:15:00,639 --> 00:15:03,590
Monster能量饮料就在我投资这家公司时

498
00:15:03,590 --> 00:15:04,169
过去的日子

499
00:15:04,169 --> 00:15:05,570
当时被称为亨氏天然饮料

500
00:15:05,570 --> 00:15:08,159
我现在展示的是魔爪二十年走势图

501
00:15:08,159 --> 00:15:10,179
基本上是标普500指数的十倍

502
00:15:10,179 --> 00:15:12,240
魔爪上涨了约4600%

503
00:15:12,240 --> 00:15:15,039
而标普500指数上涨了约486%

504
00:15:15,039 --> 00:15:18,600
所以魔爪大致是标普500指数的十倍涨幅

505
00:15:18,600 --> 00:15:20,549
对了，还要记住

506
00:15:20,549 --> 00:15:21,129
你知道的

507
00:15:21,129 --> 00:15:23,970
如果追溯到魔爪真正上市的时期

508
00:15:23,970 --> 00:15:26,549
这个游戏简直令人惊叹

509
00:15:26,549 --> 00:15:28,599
但当时品牌已经

510
00:15:28,599 --> 00:15:30,839
在各大商店开始广为人知

511
00:15:30,839 --> 00:15:33,779
以及所有这些情况，我在这段经历中很有趣

512
00:15:33,779 --> 00:15:35,419
我当年在魔爪股票上赚了不少钱

513
00:15:35,419 --> 00:15:37,620
我当时应该一直持有

514
00:15:37,620 --> 00:15:41,190
但多年来我间歇性地通过这只股票获利

515
00:15:42,289 --> 00:15:42,889
你知道的

516
00:15:42,889 --> 00:15:45,529
想想魔爪过去二十年的戏剧性

517
00:15:45,529 --> 00:15:48,250
看看股价经历了多少次暴跌

518
00:15:48,250 --> 00:15:49,029
看看这些

519
00:15:49,029 --> 00:15:49,409
我说

520
00:15:49,409 --> 00:15:50,839
这些是剧烈下跌

521
00:15:50,839 --> 00:15:53,038
当你以为一切都结束了

522
00:15:53,038 --> 00:15:54,359
魔爪的剧烈下跌

523
00:15:54,359 --> 00:15:55,519
在派对结束时

524
00:15:55,519 --> 00:15:56,918
过去二十年发生了什么

525
00:15:56,918 --> 00:15:57,599
股价上涨了

526
00:15:57,599 --> 00:15:59,789
4600%

527
00:15:59,789 --> 00:16:02,559
每次回调都是魔爪的买入时机

528
00:16:02,559 --> 00:16:04,580
这就是我对 Celsius 的看法

529
00:16:04,580 --> 00:16:05,000
你知道的

530
00:16:05,000 --> 00:16:06,320
这是一只充满戏剧性的股票

531
00:16:06,320 --> 00:16:08,240
突然间表现极佳

532
00:16:08,240 --> 00:16:10,360
然后暴跌又重新崛起

533
00:16:10,360 --> 00:16:11,730
然后再次暴跌

534
00:16:11,730 --> 00:16:15,009
长期来看走势将是向上攀升

535
00:16:15,009 --> 00:16:15,649
很长一段时间

536
00:16:15,649 --> 00:16:17,529
但魔爪经历了许多低谷期

537
00:16:17,529 --> 00:16:18,970
股价曾连续一年下跌

538
00:16:18,970 --> 00:16:20,250
或持续多年下跌

539
00:16:20,250 --> 00:16:20,870
对吧

540
00:16:20,870 --> 00:16:22,649
这是 Celsius 最新财报

541
00:16:22,649 --> 00:16:24,309
他们最近刚发布

542
00:16:24,309 --> 00:16:26,049
营收增长138%

543
00:16:26,049 --> 00:16:28,960
营业利润增长167%

544
00:16:28,960 --> 00:16:30,740
净利润增长148%

545
00:16:30,740 --> 00:16:32,360
每股收益增长120%

546
00:16:32,360 --> 00:16:32,960
这真是个高分

547
00:16:32,960 --> 00:16:35,120
这是 Celsius 的财务报表

548
00:16:35,120 --> 00:16:38,899
这些数字是公司名义上的整体数据

549
00:16:38,899 --> 00:16:39,960
现在

550
00:16:39,960 --> 00:16:41,159
你可能会看看摄氏度

551
00:16:41,159 --> 00:16:41,740
你可能会说

552
00:16:41,740 --> 00:16:42,179
好的

553
00:16:42,179 --> 00:16:43,559
增长率简直疯狂

554
00:16:43,559 --> 00:16:45,059
对啊嗯

555
00:16:45,059 --> 00:16:46,860
其中部分是因为收购了公司

556
00:16:46,860 --> 00:16:48,259
所以它们会下降

557
00:16:48,259 --> 00:16:49,159
这没问题

558
00:16:49,159 --> 00:16:50,539
我们早就知道这一点对吧

559
00:16:50,539 --> 00:16:51,440
但你可能会说

560
00:16:51,440 --> 00:16:52,269
嗯

561
00:16:52,269 --> 00:16:54,690
这只股票的市盈率肯定很高

562
00:16:54,690 --> 00:16:55,970
这只股票的前向市盈率肯定很离谱

563
00:16:55,970 --> 00:16:58,289
因为增长速度太快

564
00:16:58,289 --> 00:17:00,850
这大概就是股票现在表现差的原因

565
00:17:00,850 --> 00:17:02,450
因为市盈率实在太高了

566
00:17:02,450 --> 00:17:07,079
对看这个我在千乘x文档网做了比较对吧

567
00:17:07,079 --> 00:17:10,640
这是我们千乘x平台上数百万个惊人功能之一

568
00:17:10,640 --> 00:17:13,868
你可以比较不同公司的数据

569
00:17:13,868 --> 00:17:16,628
所以我比较了摄氏度、怪物和可口可乐

570
00:17:16,628 --> 00:17:17,288
对三个

571
00:17:17,288 --> 00:17:22,079
你知道饮料公司的市盈率，摄氏度是十八倍，怪物是双倍，可口可乐是两到三倍

572
00:17:22,079 --> 00:17:24,710
看下一年每股收益预期增长率

573
00:17:24,710 --> 00:17:27,240
仍能看到怪物的27%基本是14%的一半

574
00:17:27,240 --> 00:17:31,599
而可口可乐只有约4%的增长

575
00:17:31,599 --> 00:17:34,000
明年预计营收增长率为5%

576
00:17:34,000 --> 00:17:37,509
五个百分点

577
00:17:37,509 --> 00:17:37,750
我说

578
00:17:37,750 --> 00:17:39,529
我预计摄氏度会保持两位数增长

579
00:17:39,529 --> 00:17:42,630
未来多年每年都会持续增长

580
00:17:42,630 --> 00:17:43,210
对吧

581
00:17:43,210 --> 00:17:47,170
怪物7%，可口可乐1%

582
00:17:47,170 --> 00:17:49,700
故事的核心在于这里

583
00:17:49,700 --> 00:17:53,049
我拍着桌子推荐摄氏度

584
00:17:53,049 --> 00:17:54,569
这只股票是绝佳投资

585
00:17:54,569 --> 00:17:57,009
你想看看我对摄氏度的预测吗

586
00:17:57,009 --> 00:17:58,980
准备好迎接惊喜

587
00:17:58,980 --> 00:17:59,779
看看这个

588
00:18:02,700 --> 00:18:05,749
大家看到我看到的东西了吗

589
00:18:05,749 --> 00:18:07,608
我正在用千乘x股票工具做这些预测

590
00:18:07,608 --> 00:18:08,068
点.com

591
00:18:08,068 --> 00:18:08,548
好的

592
00:18:08,548 --> 00:18:09,509
看看这个

593
00:18:09,509 --> 00:18:12,980
我的乐观情景甚至不算夸张

594
00:18:12,980 --> 00:18:14,699
这就是看涨的理由

595
00:18:14,699 --> 00:18:15,278
对

596
00:18:15,278 --> 00:18:18,179
平均每年15%的营收增长

597
00:18:18,179 --> 00:18:20,150
从27年到2030年

598
00:18:20,150 --> 00:18:21,289
净利润增长率达两位数

599
00:18:21,289 --> 00:18:22,190
平均增长五个百分点

600
00:18:22,190 --> 00:18:23,630
净利润率提升至17%

601
00:18:23,630 --> 00:18:24,990
如果是一家优秀的排水公司

602
00:18:24,990 --> 00:18:27,809
应能实现20%的净利润率

603
00:18:27,809 --> 00:18:29,609
甚至在我最乐观的预测中

604
00:18:29,609 --> 00:18:31,009
甚至没让他们达到20%

605
00:18:31,009 --> 00:18:33,319
净利润率确实

606
00:18:33,319 --> 00:18:34,519
仍有很长的路要走

607
00:18:34,519 --> 00:18:36,630
峰值仅17%

608
00:18:36,630 --> 00:18:38,349
以这样的增速发展

609
00:18:38,349 --> 00:18:39,190
35到40倍

610
00:18:39,190 --> 00:18:39,890
这很合理

611
00:18:39,890 --> 00:18:43,369
我们讨论的是50%的增长

612
00:18:43,410 --> 00:18:45,170
50%的复合

613
00:18:45,170 --> 00:18:46,750
这里每季度的年化增长率

614
00:18:46,750 --> 00:18:47,650
我的基准假设

615
00:18:47,650 --> 00:18:49,670
其实就是我实际预期的

616
00:18:49,670 --> 00:18:56,329
我设定他们平均每年实现温和的10%营收增长

617
00:18:56,329 --> 00:18:57,329
20%

618
00:18:57,329 --> 00:18:59,029
平均每年的利润增长

619
00:18:59,029 --> 00:19:01,859
从29到34倍

620
00:19:01,859 --> 00:19:08,170
我们看到35%到41%的年复合增长率

621
00:19:08,690 --> 00:19:11,549
他们大肆宣扬巴菲特年均20%的收益

622
00:19:11,549 --> 00:19:13,869
在不同水平上

623
00:19:13,869 --> 00:19:17,230
我认为Celsius是绝佳机会

624
00:19:17,230 --> 00:19:18,750
这些数据并不夸张

625
00:19:18,750 --> 00:19:21,559
我的基准假设是平均10%营收增长

626
00:19:21,559 --> 00:19:22,660
这很正常

627
00:19:22,660 --> 00:19:26,880
考虑这家公司未来四到五年利润率提升

628
00:19:26,880 --> 00:19:30,670
到2030年净利润率仅17%

629
00:19:30,670 --> 00:19:31,470
这并不夸张

630
00:19:31,470 --> 00:19:32,690
没人过度乐观

631
00:19:32,690 --> 00:19:33,730
17%的利润率

632
00:19:33,730 --> 00:19:35,109
这并不特别

633
00:19:35,109 --> 00:19:35,890
如果你特殊

634
00:19:35,890 --> 00:19:36,829
应在20%以上

635
00:19:36,829 --> 00:19:38,509
在饮料行业

636
00:19:38,769 --> 00:19:39,769
我是否在夸大

637
00:19:39,769 --> 00:19:41,490
市盈率29到34倍

638
00:19:41,490 --> 00:19:42,710
10%的营收增长

639
00:19:42,710 --> 00:19:43,609
20%的利润增长

640
00:19:43,609 --> 00:19:46,059
这对饮料公司很合理

641
00:19:46,059 --> 00:19:50,000
我们讨论的复合增长率约40%

642
00:19:50,200 --> 00:19:51,519
这简直惊人

643
00:19:51,519 --> 00:19:53,799
我对该股的悲观假设

644
00:19:53,799 --> 00:19:54,799
我仍会实现

645
00:19:54,799 --> 00:19:58,690
即使在熊市中仍会跑赢标普500

646
00:19:58,970 --> 00:20:01,809
记住5%的营收增长

647
00:20:01,809 --> 00:20:03,670
平均5%的增长

648
00:20:03,670 --> 00:20:05,480
净利润平均增长

649
00:20:05,480 --> 00:20:06,700
二零二五年的P

650
00:20:06,700 --> 00:20:09,240
对于一家年增长五%的饮料公司要公平

651
00:20:09,240 --> 00:20:09,680
营收端

652
00:20:09,680 --> 00:20:10,180
利润端

653
00:20:10,180 --> 00:20:10,400
对的

654
00:20:10,400 --> 00:20:11,640
我说慢吞吞的

655
00:20:11,640 --> 00:20:12,500
可口可乐

656
00:20:12,500 --> 00:20:13,440
可口可乐

657
00:20:13,440 --> 00:20:14,660
他们就是慢吞吞的对吧

658
00:20:14,660 --> 00:20:16,380
谈到一%的营收增长

659
00:20:16,380 --> 00:20:16,960
潜在地

660
00:20:16,960 --> 00:20:19,400
并且交易价在二三到二五之间

661
00:20:19,400 --> 00:20:21,299
你知道二五的十二个月市盈率

662
00:20:21,299 --> 00:20:24,380
我这里关于雪乐斯增长五%

663
00:20:24,380 --> 00:20:24,940
五%

664
00:20:24,940 --> 00:20:26,319
二零二五年非常合理

665
00:20:26,319 --> 00:20:27,819
对的我们正在讨论

666
00:20:27,819 --> 00:20:29,299
我仍然获得复合年均增长率

667
00:20:29,299 --> 00:20:31,059
约十一%的中点

668
00:20:31,059 --> 00:20:34,888
未来四到五年应跑赢标普五百

669
00:20:35,009 --> 00:20:36,048
悲观情景

670
00:20:36,048 --> 00:20:37,729
悲观情景

671
00:20:39,599 --> 00:20:42,940
这就是我为何为雪乐斯拍手

672
00:20:42,940 --> 00:20:45,400
雪乐斯下一步会涨到五美元

673
00:20:45,400 --> 00:20:46,619
我不知道

674
00:20:46,619 --> 00:20:48,640
可能跌至二四美元

675
00:20:48,640 --> 00:20:51,579
现在可能涨到三四美元

676
00:20:51,579 --> 00:20:52,559
当前二九美元

677
00:20:52,559 --> 00:20:54,250
我不知道也不在意

678
00:20:54,250 --> 00:20:57,109
我知道二四对股票来说是玩笑价

679
00:20:57,109 --> 00:20:58,730
二九对股票来说是玩笑价

680
00:20:58,730 --> 00:21:00,849
三四是股票的玩笑价

681
00:21:00,849 --> 00:21:03,710
所以附近任何价位

682
00:21:03,710 --> 00:21:05,349
股票是绝佳买入

683
00:21:05,349 --> 00:21:07,009
尤其是四十以下

684
00:21:07,009 --> 00:21:07,589
这很划算

685
00:21:07,589 --> 00:21:09,470
个人观点三十以下的股票

686
00:21:09,470 --> 00:21:12,210
但四十以下仍是买入

687
00:21:12,210 --> 00:21:13,970
甚至到五十

688
00:21:14,170 --> 00:21:15,769
因为计算后简直惊人

689
00:21:15,769 --> 00:21:17,470
这股票有望涨到五十

690
00:21:17,470 --> 00:21:19,869
目前未超五十

691
00:21:19,869 --> 00:21:21,950
这也是长期持有的好股

692
00:21:21,950 --> 00:21:22,930
我个人看法

693
00:21:22,930 --> 00:21:25,569
对了你可能想

694
00:21:25,569 --> 00:21:26,029
雪乐斯

695
00:21:26,029 --> 00:21:27,740
艾兰尼摇滚明星

696
00:21:27,740 --> 00:21:30,720
未来几年能否收购更多品牌并推出新品

697
00:21:30,720 --> 00:21:31,599
当然

698
00:21:31,599 --> 00:21:34,000
为什么他们不会成为一家非常创新的公司

699
00:21:34,000 --> 00:21:37,440
他们总是推出新口味、新包装和新营销方式

700
00:21:37,440 --> 00:21:38,740
以及所有这些类型的东西

701
00:21:38,740 --> 00:21:40,538
所以这是可能的吗

702
00:21:40,538 --> 00:21:44,210
Celsius在未来四到五年通过新成长品牌扩张

703
00:21:44,210 --> 00:21:45,509
就像他们做过的alani那样

704
00:21:45,509 --> 00:21:49,400
或者就像他们从百事公司收购的老品牌Rock Star

705
00:21:49,400 --> 00:21:51,359
当然他们可以收购新品牌

706
00:21:51,359 --> 00:21:53,000
他们可以直接创立新品牌对吧

707
00:21:53,000 --> 00:21:54,119
我们可以接着讨论

708
00:21:54,119 --> 00:21:55,039
他们拥有五个品牌

709
00:21:55,039 --> 00:21:55,720
十个品牌

710
00:21:55,720 --> 00:21:56,779
二十个品牌和那个

711
00:21:56,779 --> 00:21:57,240
你知道的

712
00:21:57,240 --> 00:21:58,400
阿森纳

713
00:21:58,400 --> 00:21:59,779
这就是这些公司的做法

714
00:21:59,779 --> 00:22:00,759
所以嗯

715
00:22:00,759 --> 00:22:01,700
绝佳的机会

716
00:22:01,700 --> 00:22:02,819
显然对于Celsius来说

717
00:22:02,819 --> 00:22:03,259
没错

718
00:22:03,259 --> 00:22:04,339
我真的很喜欢这只股票

719
00:22:04,339 --> 00:22:07,119
我甚至拍打着桌子

720
00:22:07,119 --> 00:22:10,138
这是买入信号，这六只中的第二只

721
00:22:10,138 --> 00:22:10,898
哦等等

722
00:22:10,898 --> 00:22:11,098
等等

723
00:22:11,098 --> 00:22:11,419
抱歉

724
00:22:11,419 --> 00:22:11,618
抱歉

725
00:22:11,618 --> 00:22:11,739
抱歉

726
00:22:11,739 --> 00:22:11,818
抱歉

727
00:22:11,818 --> 00:22:12,798
抱歉啊

728
00:22:12,798 --> 00:22:14,058
我需要更多Celsius股票

729
00:22:14,058 --> 00:22:14,298
我忘了

730
00:22:14,298 --> 00:22:14,778
我还有一个

731
00:22:14,778 --> 00:22:15,298
Celsius股价下跌

732
00:22:15,298 --> 00:22:17,460
这是我目前公开持仓的情况

733
00:22:17,460 --> 00:22:20,029
我已获利一万八千四百七十八美元

734
00:22:20,029 --> 00:22:21,609
持仓总额十六万一千美元

735
00:22:21,609 --> 00:22:22,869
我需要在公开账户增持更多股份

736
00:22:22,869 --> 00:22:26,349
我几乎在所有投资组合中买入这只股票

737
00:22:26,349 --> 00:22:28,269
包括Patreon投资组合

738
00:22:28,269 --> 00:22:28,869
我在买入

739
00:22:28,869 --> 00:22:29,269
我在买入

740
00:22:29,269 --> 00:22:29,750
我在买入

741
00:22:29,750 --> 00:22:33,279
这六只中的第二只股票太棒了

742
00:22:33,279 --> 00:22:34,960
这里简直是易如反掌

743
00:22:34,960 --> 00:22:36,420
每个人都应该告诉我

744
00:22:36,420 --> 00:22:36,779
亚马逊

745
00:22:36,779 --> 00:22:37,759
这就是那只股票

746
00:22:37,759 --> 00:22:40,869
不管你是否涉足股市

747
00:22:40,869 --> 00:22:42,930
我在股票上获利十九万六千美元

748
00:22:42,930 --> 00:22:43,569
在公共账号里

749
00:22:43,569 --> 00:22:43,950
对了

750
00:22:43,950 --> 00:22:46,219
关于我们还有很长的路要走

751
00:22:46,219 --> 00:22:47,278
还有很多游戏即将推出

752
00:22:47,278 --> 00:22:48,739
但这是其中之一股票

753
00:22:48,739 --> 00:22:49,679
每个人都应该持有它

754
00:22:49,679 --> 00:22:50,778
不管你是什么人

755
00:22:50,778 --> 00:22:52,878
不管你是否关心股市

756
00:22:52,878 --> 00:22:54,440
每个人都应该持有亚马逊

757
00:22:54,440 --> 00:22:55,400
每个老奶奶

758
00:22:55,400 --> 00:22:56,490
每个孩子

759
00:22:56,490 --> 00:22:59,069
想想你未来二十年在

760
00:22:59,069 --> 00:23:01,299
亚马逊上要做的所有购物

761
00:23:01,299 --> 00:23:01,960
三十年后

762
00:23:01,960 --> 00:23:02,579
五十年后

763
00:23:02,579 --> 00:23:03,779
无论数量多少

764
00:23:03,779 --> 00:23:08,789
想想有多少公司会在aws上运营业务

765
00:23:08,789 --> 00:23:12,150
想想广告业务有多赚钱

766
00:23:12,150 --> 00:23:13,990
以及这项业务增长有多快

767
00:23:13,990 --> 00:23:15,240
我说啊

768
00:23:15,599 --> 00:23:17,779
你知道这是直接竞争公司

769
00:23:17,779 --> 00:23:19,719
亚马逊一直值得买入

770
00:23:19,719 --> 00:23:20,999
昨天就是买入时机

771
00:23:20,999 --> 00:23:22,038
大约一个月前

772
00:23:22,038 --> 00:23:22,798
大约一年前

773
00:23:22,798 --> 00:23:23,679
十年前左右

774
00:23:23,679 --> 00:23:24,818
大约二十年前

775
00:23:24,818 --> 00:23:25,558
今天就是买入时机

776
00:23:25,558 --> 00:23:26,199
明天就是买入时机

777
00:23:26,199 --> 00:23:27,038
下个月买入

778
00:23:27,038 --> 00:23:27,979
明年买入

779
00:23:27,979 --> 00:23:29,138
就是买入

780
00:23:29,138 --> 00:23:30,318
它永远值得买入

781
00:23:30,318 --> 00:23:33,219
直到面临实质性颠覆风险

782
00:23:33,219 --> 00:23:36,079
他们的电商平台

783
00:23:36,079 --> 00:23:38,079
Aws或广告业务

784
00:23:38,079 --> 00:23:39,500
它将持续值得买入

785
00:23:39,500 --> 00:23:40,500
截至目前

786
00:23:40,500 --> 00:23:43,569
这三个领域目前没有颠覆风险

787
00:23:43,569 --> 00:23:44,849
无颠覆风险

788
00:23:44,849 --> 00:23:47,589
因此它们正在激烈竞争

789
00:23:47,589 --> 00:23:49,630
击败对手并取胜

790
00:23:49,630 --> 00:23:50,289
所以

791
00:23:50,289 --> 00:23:52,869
嗯 亚马逊永远值得买入

792
00:23:52,869 --> 00:23:54,309
这真是简单股票

793
00:23:54,309 --> 00:23:54,730
就像我

794
00:23:54,730 --> 00:23:55,420
你知道的

795
00:23:55,420 --> 00:23:58,460
不要试图在股价上耍花招

796
00:23:58,460 --> 00:23:58,900
这就是关键

797
00:23:58,900 --> 00:23:59,740
这六项中的第三项

798
00:23:59,740 --> 00:24:00,420
我会再给你一个

799
00:24:00,420 --> 00:24:01,740
就简单一个

800
00:24:01,740 --> 00:24:03,369
好的事情

801
00:24:03,369 --> 00:24:04,750
我对meta有耐心

802
00:24:04,750 --> 00:24:08,309
我在meta股票上通过公开账户赚了五十二万美元

803
00:24:08,309 --> 00:24:10,049
这还没算全部利润

804
00:24:10,049 --> 00:24:13,109
我也在过去一年买入了meta股票

805
00:24:13,109 --> 00:24:14,829
没错，我大量获利了结

806
00:24:14,829 --> 00:24:15,910
你知道的

807
00:24:15,910 --> 00:24:18,029
这只股票可能非常清晰

808
00:24:18,029 --> 00:24:20,630
现在每股可能超过一千美元

809
00:24:20,630 --> 00:24:23,170
如果不是他们开支失控的话

810
00:24:23,170 --> 00:24:27,640
扎克伯格的失控开支可能很聪明

811
00:24:27,640 --> 00:24:28,640
也可能很愚蠢

812
00:24:28,640 --> 00:24:31,809
我不知道市场现在倾向愚蠢

813
00:24:31,809 --> 00:24:34,309
这也是为什么当前市盈率低于二十

814
00:24:34,309 --> 00:24:37,210
尽管他们上季度营收增长三倍

815
00:24:37,210 --> 00:24:41,559
这简直荒谬，扎克伯格完全失控

816
00:24:41,559 --> 00:24:42,960
疯狂开支

817
00:24:42,960 --> 00:24:44,619
好的

818
00:24:46,500 --> 00:24:50,079
如果华尔街能理解他为何如此开支

819
00:24:50,079 --> 00:24:52,829
或未来削减开支

820
00:24:52,829 --> 00:24:54,769
我意思这只股票将大幅上涨

821
00:24:54,769 --> 00:24:57,549
正如我说的，股票本已上千美元

822
00:24:57,549 --> 00:25:01,089
如果不是这种失控开支的话

823
00:25:01,089 --> 00:25:03,150
耐心持有

824
00:25:03,150 --> 00:25:04,369
这是好公司

825
00:25:04,369 --> 00:25:06,829
下次爆发时

826
00:25:06,829 --> 00:25:08,069
将会史诗级

827
00:25:08,069 --> 00:25:10,930
将涨至一千二百美元

828
00:25:11,259 --> 00:25:12,759
何时发生

829
00:25:12,759 --> 00:25:13,500
三个月后

830
00:25:13,500 --> 00:25:14,259
六个月后

831
00:25:14,259 --> 00:25:15,460
两年后

832
00:25:15,460 --> 00:25:16,740
我的猜测和你一样

833
00:25:16,740 --> 00:25:19,819
但一定会发生，爆发将史诗级

834
00:25:19,819 --> 00:25:21,799
这就是简单买入的

835
00:25:21,799 --> 00:25:22,900
耐心持有

836
00:25:22,900 --> 00:25:23,279
你知道的

837
00:25:23,279 --> 00:25:23,960
可能如此

838
00:25:23,960 --> 00:25:24,759
可能不动

839
00:25:24,759 --> 00:25:25,940
你可能亏损

840
00:25:25,940 --> 00:25:27,160
今年年底

841
00:25:27,160 --> 00:25:28,500
耐心持有

842
00:25:28,500 --> 00:25:29,680
你可能大幅盈利

843
00:25:29,680 --> 00:25:31,059
继续耐心持有

844
00:25:31,059 --> 00:25:32,079
这就是该股票

845
00:25:32,079 --> 00:25:33,480
放入文件柜

846
00:25:33,480 --> 00:25:34,680
像亚马逊一样

847
00:25:34,680 --> 00:25:36,440
长期持有

848
00:25:36,440 --> 00:25:37,539
你知道五六

849
00:25:37,539 --> 00:25:38,880
七年对吧

850
00:25:38,880 --> 00:25:39,460
好的

851
00:25:39,460 --> 00:25:40,420
这就是下一个

852
00:25:40,420 --> 00:25:45,400
这六只股票中的第四只是艾尔芙美容艾尔芙

853
00:25:45,400 --> 00:25:46,599
我称之为从货架上跌落

854
00:25:46,599 --> 00:25:46,819
没错

855
00:25:46,819 --> 00:25:47,759
嗯五美元五

856
00:25:47,759 --> 00:25:48,819
公开讨论

857
00:25:48,819 --> 00:25:51,460
增长约661%

858
00:25:51,460 --> 00:25:53,180
从我开始买入股票时

859
00:25:53,180 --> 00:25:54,200
早在2019年

860
00:25:54,200 --> 00:25:57,299
对的，我打算从我的其他股票组合中大量购入财富股份

861
00:25:57,299 --> 00:26:00,190
我现在正在积极买入，最近更是如此

862
00:26:00,190 --> 00:26:02,569
对吧，我的意思是

863
00:26:02,569 --> 00:26:03,809
这是一笔巨大投资

864
00:26:03,809 --> 00:26:05,900
艾尔芙拥有自己的艾尔芙品牌

865
00:26:05,900 --> 00:26:07,400
他们还拥有罗德化妆品

866
00:26:07,400 --> 00:26:09,880
以及诺托里姆等多个其他品牌

867
00:26:09,880 --> 00:26:14,059
没错，罗德是公司的重要增长引擎

868
00:26:14,059 --> 00:26:16,150
这是管理层重点关注的领域

869
00:26:16,150 --> 00:26:17,950
艾尔芙化妆品非常成功

870
00:26:17,950 --> 00:26:19,890
你可以去几乎任何Target门店

871
00:26:19,890 --> 00:26:20,769
沃尔玛分店

872
00:26:20,769 --> 00:26:22,869
全球最成功的彩妆品牌之一

873
00:26:22,869 --> 00:26:24,890
如今已成为世界顶级化妆品品牌

874
00:26:24,890 --> 00:26:26,049
目前阶段就是这样

875
00:26:26,049 --> 00:26:27,349
价格非常亲民

876
00:26:27,990 --> 00:26:29,730
真正吸引大众

877
00:26:29,730 --> 00:26:31,029
不像艾斯蒂·拉杜尔

878
00:26:31,029 --> 00:26:32,609
那是在市场高端价位销售

879
00:26:32,609 --> 00:26:34,269
艾尔芙面向所有人

880
00:26:34,269 --> 00:26:36,089
从高中生女孩

881
00:26:36,089 --> 00:26:37,559
一直

882
00:26:37,559 --> 00:26:38,079
你知道的

883
00:26:38,079 --> 00:26:38,299
妈妈

884
00:26:38,299 --> 00:26:40,720
家里有两个孩子，面向所有人

885
00:26:40,720 --> 00:26:41,700
好的现在

886
00:26:41,700 --> 00:26:42,869
说到艾尔芙

887
00:26:42,869 --> 00:26:44,670
这是我为该股票的预测

888
00:26:44,670 --> 00:26:46,950
你可以开始理解为什么

889
00:26:46,950 --> 00:26:48,730
我对艾尔芙股票如此兴奋

890
00:26:48,730 --> 00:26:50,829
我对艾尔芙的看涨理由

891
00:26:50,829 --> 00:26:53,509
我预计平均20%的营收增长

892
00:26:53,509 --> 00:26:54,730
2027至2030年

893
00:26:54,730 --> 00:26:57,250
我认为可能提价

894
00:26:57,250 --> 00:26:57,650
更多

895
00:26:57,650 --> 00:27:00,430
通过国际扩张和罗德品牌

896
00:27:00,430 --> 00:27:02,130
成为业务更大组成部分

897
00:27:02,130 --> 00:27:02,859
没错

898
00:27:02,859 --> 00:27:05,319
我认为实现20%的营收增长是有可能的

899
00:27:05,319 --> 00:27:08,079
然后平均实现30%的净利润增长率

900
00:27:08,079 --> 00:27:10,859
没错，35到40倍的市盈率

901
00:27:10,859 --> 00:27:11,759
在该情景下

902
00:27:11,759 --> 00:27:12,440
净转化率

903
00:27:12,440 --> 00:27:13,079
13%

904
00:27:13,079 --> 00:27:14,539
没什么夸张的伙计们

905
00:27:14,539 --> 00:27:15,839
看看复合

906
00:27:15,839 --> 00:27:17,259
年均增长率

907
00:27:17,259 --> 00:27:19,920
56%到62%

908
00:27:19,920 --> 00:27:22,390
我们讨论的是股票

909
00:27:22,390 --> 00:27:25,309
那将是三百年后的事情

910
00:27:25,309 --> 00:27:28,179
这甚至没有假设疯狂的净利润率

911
00:27:28,179 --> 00:27:31,459
我的意思是存在净利润率提升20-30

912
00:27:31,459 --> 00:27:33,138
可能达到15-20%区间

913
00:27:33,138 --> 00:27:36,138
我连这个都没考虑

914
00:27:36,578 --> 00:27:37,598
我的基准情景

915
00:27:37,598 --> 00:27:38,098
再次强调

916
00:27:38,098 --> 00:27:38,959
换句话说

917
00:27:38,959 --> 00:27:41,309
我实际预期的基准情景

918
00:27:41,309 --> 00:27:44,849
平均15%营收增长，27-30年

919
00:27:44,849 --> 00:27:48,190
平均20%住宅增长，27-30年

920
00:27:48,190 --> 00:27:51,940
仅能达到11%的净利润率

921
00:27:51,940 --> 00:27:53,799
这很糟糕

922
00:27:55,420 --> 00:27:56,619
33-35倍

923
00:27:56,619 --> 00:28:00,420
这对营收增长15%、净利润增长20%的公司很合理

924
00:28:00,420 --> 00:28:01,720
消费驱动型商业模式

925
00:28:01,720 --> 00:28:02,509
没错

926
00:28:02,509 --> 00:28:04,750
看看CAGR

927
00:28:04,750 --> 00:28:06,069
我们讨论的是四十几倍

928
00:28:06,069 --> 00:28:08,490
大概在四十几的低位

929
00:28:08,730 --> 00:28:10,069
这太荒谬了

930
00:28:10,069 --> 00:28:17,130
股价将达206-241，像ELF是巨大买入

931
00:28:17,130 --> 00:28:17,890
巨大买入

932
00:28:19,529 --> 00:28:20,609
熊市情景

933
00:28:20,609 --> 00:28:21,470
熊市情景

934
00:28:21,470 --> 00:28:23,349
获得20%以上的市场份额

935
00:28:23,349 --> 00:28:27,549
熊市情景下营收增长9%，净利润增长9%

936
00:28:27,549 --> 00:28:30,589
令人沮丧的9%净利润率

937
00:28:30,589 --> 00:28:32,130
这就是999计划

938
00:28:32,130 --> 00:28:33,170
谁曾经有这个计划

939
00:28:34,250 --> 00:28:35,849
我记不清是谁了

940
00:28:35,849 --> 00:28:37,569
看看这个999计划

941
00:28:37,569 --> 00:28:38,829
9%的营收增长

942
00:28:38,829 --> 00:28:40,109
9%的净利润增长

943
00:28:40,109 --> 00:28:44,940
2032-2033年9%净利润率，28倍市盈率

944
00:28:44,940 --> 00:28:47,359
我们仍能获得21%的收益率

945
00:28:47,359 --> 00:28:49,960
中间值

946
00:28:51,079 --> 00:28:53,119
你会告诉我现在不能买ELF吗

947
00:28:53,119 --> 00:28:54,339
当然我得

948
00:28:54,339 --> 00:28:55,359
我得像这样介入

949
00:28:55,359 --> 00:28:56,299
这简直荒谬

950
00:28:56,299 --> 00:28:57,799
或许翻转我的煎饼

951
00:28:57,799 --> 00:28:59,640
男人精灵般的美丽

952
00:29:00,480 --> 00:29:01,859
拍手拍桌

953
00:29:01,859 --> 00:29:03,640
这是买下这里下一个

954
00:29:03,640 --> 00:29:04,519
第五号是六号

955
00:29:04,519 --> 00:29:05,630
是

956
00:29:07,299 --> 00:29:08,619
芝士蛋糕工厂

957
00:29:08,619 --> 00:29:09,839
所以芝士蛋糕工厂

958
00:29:09,839 --> 00:29:12,119
我手头有大约五万七千美元

959
00:29:12,119 --> 00:29:16,240
在芝士蛋糕工厂的公开账户有收益，不包含所有股息

960
00:29:16,240 --> 00:29:18,900
这家公司过去几年也向我支付了分红

961
00:29:18,900 --> 00:29:21,500
没错，关于芝士蛋糕工厂听好

962
00:29:21,500 --> 00:29:22,880
我得简单说清楚

963
00:29:22,880 --> 00:29:24,230
这是低市盈率股票

964
00:29:24,230 --> 00:29:27,710
这家公司未来十年有惊人增长

965
00:29:27,710 --> 00:29:28,638
对啊

966
00:29:28,638 --> 00:29:30,519
其中一个增长引擎是北意大利

967
00:29:30,519 --> 00:29:33,259
这将成为业务基础的重要组成部分

968
00:29:33,259 --> 00:29:33,999
意大利概念

969
00:29:33,999 --> 00:29:34,919
非常成功

970
00:29:34,919 --> 00:29:37,029
 phenomenal 食品质量

971
00:29:37,029 --> 00:29:38,609
 phenomenal 饮品质量

972
00:29:38,609 --> 00:29:40,049
他们选址极佳

973
00:29:40,049 --> 00:29:41,190
嗯

974
00:29:41,190 --> 00:29:42,049
你知道的

975
00:29:42,049 --> 00:29:43,549
我觉得是新一代

976
00:29:43,549 --> 00:29:47,150
像橄榄园已过巅峰

977
00:29:47,150 --> 00:29:48,390
确实很久以前了

978
00:29:48,390 --> 00:29:49,579
对啊，还有

979
00:29:49,579 --> 00:29:51,920
那里的食品质量实在不够好

980
00:29:51,920 --> 00:29:54,700
对于现在的年轻一代来说

981
00:29:54,700 --> 00:29:56,950
但橄榄园仍在运营

982
00:29:56,950 --> 00:29:57,509
好吧

983
00:29:57,509 --> 00:30:00,500
毕竟还有很多婴儿潮一代去橄榄园

984
00:30:01,279 --> 00:30:01,720
你知道的

985
00:30:01,720 --> 00:30:03,680
像家庭外出就餐

986
00:30:03,680 --> 00:30:05,720
但想找便宜的地方

987
00:30:05,720 --> 00:30:08,140
但北特拉确实瞄准了市场

988
00:30:08,140 --> 00:30:12,309
追求高品质美食和优质环境

989
00:30:12,309 --> 00:30:15,650
对吧，看起来不老套又现代

990
00:30:15,650 --> 00:30:18,719
北特拉在这方面表现卓越

991
00:30:18,719 --> 00:30:19,759
然后还有花童

992
00:30:19,759 --> 00:30:22,959
这是芝士蛋糕工厂最大机会

993
00:30:22,959 --> 00:30:24,699
这是更健康的概念

994
00:30:24,699 --> 00:30:27,650
专注低卡路里餐

995
00:30:27,650 --> 00:30:29,089
高蛋白

996
00:30:29,089 --> 00:30:30,500
吃出健康

997
00:30:30,500 --> 00:30:33,740
你知道这简直和芝士蛋糕工厂相反

998
00:30:33,740 --> 00:30:36,420
就像你通常想到芝士蛋糕工厂

999
00:30:36,420 --> 00:30:37,720
虽然芝士蛋糕工厂算是健康选项

1000
00:30:37,720 --> 00:30:38,420
菜单上的东西

1001
00:30:38,420 --> 00:30:39,119
一般来说

1002
00:30:39,119 --> 00:30:40,220
当你想到芝士蛋糕工厂

1003
00:30:40,220 --> 00:30:41,920
你会想到不健康的食物对吧

1004
00:30:41,920 --> 00:30:44,359
想到吃芝士蛋糕配薯条

1005
00:30:44,359 --> 00:30:46,960
还有那些油腻的东西

1006
00:30:46,960 --> 00:30:50,099
而花式三明治完全相反对吧

1007
00:30:50,099 --> 00:30:51,599
这就是巨大机会

1008
00:30:51,599 --> 00:30:53,640
他们还可以开更多小型门店

1009
00:30:53,640 --> 00:30:56,160
大约一半业务来自企业客户

1010
00:30:56,160 --> 00:30:58,559
所以利润率方面

1011
00:30:58,559 --> 00:30:59,000
你知道的

1012
00:30:59,000 --> 00:30:59,779
惊人利润率

1013
00:30:59,779 --> 00:31:00,200
长期来看

1014
00:31:00,200 --> 00:31:02,230
没错他们拥有芝士蛋糕工厂

1015
00:31:02,230 --> 00:31:04,509
历史上最成功的餐厅概念之一

1016
00:31:04,509 --> 00:31:07,509
这简直就是商业模式的自动提款机

1017
00:31:07,509 --> 00:31:12,119
没错他们仍在扩展芝士蛋糕工厂门店

1018
00:31:12,119 --> 00:31:16,400
他们仍有发展空间继续扩展

1019
00:31:16,400 --> 00:31:18,829
然后是厨艺脱口秀

1020
00:31:18,829 --> 00:31:20,269
顺便说这些地方

1021
00:31:20,269 --> 00:31:21,509
有时可以亲身体验

1022
00:31:21,509 --> 00:31:22,630
但他们拥有厨艺脱口秀

1023
00:31:22,630 --> 00:31:25,789
现已扩展到美国多个城市

1024
00:31:25,789 --> 00:31:28,650
但他们在尝试看看

1025
00:31:28,650 --> 00:31:31,509
是否要全美扩张还是如何

1026
00:31:31,509 --> 00:31:34,849
每个主要城市可能设多店

1027
00:31:34,849 --> 00:31:37,559
目前处于测试阶段

1028
00:31:37,559 --> 00:31:39,839
布兰科似乎也在

1029
00:31:39,839 --> 00:31:40,640
目前处于测试阶段

1030
00:31:40,640 --> 00:31:43,680
这是墨西哥概念的成功项目

1031
00:31:43,680 --> 00:31:45,829
同样处于测试阶段

1032
00:31:45,829 --> 00:31:47,289
最新财报刚刚公布

1033
00:31:47,289 --> 00:31:50,490
营收达9.78亿美元对比去年9.2

1034
00:31:50,490 --> 00:31:51,950
七百万美元同期

1035
00:31:51,950 --> 00:31:53,029
增长显著

1036
00:31:53,029 --> 00:31:54,670
营业利润跃升至五

1037
00:31:54,670 --> 00:31:56,269
五百万美元从不足五

1038
00:31:56,269 --> 00:31:57,279
二百万美元

1039
00:31:57,279 --> 00:31:58,759
净利润增至49.5百万美元

1040
00:31:58,759 --> 00:31:59,779
从30.2百万美元

1041
00:31:59,779 --> 00:32:00,640
每股收益达49.5万美元

1042
00:32:00,640 --> 00:32:01,359
从30.2万美元

1043
00:32:01,359 --> 00:32:03,559
每股收益0.02美元对比0.67美元

1044
00:32:03,559 --> 00:32:07,180
今年没有去年的单次损失

1045
00:32:07,180 --> 00:32:10,980
这让他们成功避免了意外支出

1046
00:32:10,980 --> 00:32:11,380
没有

1047
00:32:11,380 --> 00:32:13,039
就我的预测而言

1048
00:32:13,039 --> 00:32:13,700
来吃蛋糕

1049
00:32:13,700 --> 00:32:13,940
在这里

1050
00:32:13,940 --> 00:32:14,420
我们出发

1051
00:32:14,420 --> 00:32:15,190
好的

1052
00:32:15,190 --> 00:32:16,029
现在

1053
00:32:16,029 --> 00:32:18,470
经过摄氏度在elf中的分析

1054
00:32:18,470 --> 00:32:19,809
这看起来不够刺激

1055
00:32:19,809 --> 00:32:21,799
但依然相当令人兴奋

1056
00:32:21,799 --> 00:32:23,799
我的乐观预测有9%的营收增长

1057
00:32:23,799 --> 00:32:24,180
平均而言

1058
00:32:24,180 --> 00:32:25,980
平均有11%的利润增长

1059
00:32:25,980 --> 00:32:27,400
5%的利润率

1060
00:32:27,400 --> 00:32:28,119
那里没什么夸张的

1061
00:32:28,119 --> 00:32:29,000
28到33

1062
00:32:29,000 --> 00:32:29,240
P

1063
00:32:29,240 --> 00:32:30,160
31到30

1064
00:32:30,160 --> 00:32:30,839
6%

1065
00:32:30,839 --> 00:32:32,549
基准案例

1066
00:32:32,549 --> 00:32:34,309
委婉说法是什么

1067
00:32:34,309 --> 00:32:35,150
我实际上预期

1068
00:32:35,150 --> 00:32:36,569
7%的营收增长

1069
00:32:36,569 --> 00:32:37,329
没什么夸张的

1070
00:32:37,329 --> 00:32:38,490
从27到20

1071
00:32:38,490 --> 00:32:39,099
30

1072
00:32:39,099 --> 00:32:40,400
9%的净利润增长

1073
00:32:40,400 --> 00:32:41,279
不算夸张

1074
00:32:41,279 --> 00:32:42,940
5%的净利润率

1075
00:32:42,940 --> 00:32:43,740
没什么夸张的

1076
00:32:43,740 --> 00:32:45,329
20到22

1077
00:32:45,329 --> 00:32:47,609
22到27的市盈率

1078
00:32:47,609 --> 00:32:48,589
没什么夸张的

1079
00:32:48,589 --> 00:32:49,829
21到2

1080
00:32:49,829 --> 00:32:52,109
公司增长率为7%

1081
00:32:52,109 --> 00:32:54,509
对的，别忘了分红

1082
00:32:54,509 --> 00:32:56,048
因为记得这些年

1083
00:32:56,048 --> 00:32:57,449
我将获得股息

1084
00:32:57,449 --> 00:32:59,128
股息金额可能会上涨

1085
00:32:59,128 --> 00:33:00,548
他们每年也会支付给我

1086
00:33:00,548 --> 00:33:03,079
所以有一点思考价值

1087
00:33:03,079 --> 00:33:04,279
并非故意双关

1088
00:33:04,279 --> 00:33:06,339
5%是我的悲观预测

1089
00:33:06,339 --> 00:33:07,839
平均5%的营收增长

1090
00:33:07,839 --> 00:33:09,259
平均5%的利润增长

1091
00:33:09,259 --> 00:33:10,609
14到19倍市盈率

1092
00:33:10,609 --> 00:33:13,549
但我仍看好这只股票

1093
00:33:13,549 --> 00:33:16,190
4到12%的复合增长率

1094
00:33:16,190 --> 00:33:17,990
所以你知道的

1095
00:33:17,990 --> 00:33:20,410
不算太明显

1096
00:33:20,410 --> 00:33:22,750
像elf和摄氏度一样令人兴奋

1097
00:33:22,750 --> 00:33:24,990
但仍然是一个非常赚钱的项目

1098
00:33:24,990 --> 00:33:27,545
优秀的股息讨论啊嗯

1099
00:33:28,359 --> 00:33:30,200
稳定的商业模式才是关键

1100
00:33:30,200 --> 00:33:32,180
他们公布了业绩数据后需要考虑

1101
00:33:32,180 --> 00:33:32,599
你知道的

1102
00:33:32,599 --> 00:33:33,359
看看损益表

1103
00:33:33,359 --> 00:33:35,299
他们获得了B+级损益表

1104
00:33:35,299 --> 00:33:37,409
面对所有负面因素

1105
00:33:37,409 --> 00:33:40,028
周围所有负面信息

1106
00:33:40,028 --> 00:33:44,048
汽油价格、消费者等等这些因素都要考虑

1107
00:33:44,048 --> 00:33:45,828
所有利率都处于高位

1108
00:33:45,828 --> 00:33:47,509
美联储团队啊

1109
00:33:47,509 --> 00:33:48,609
等等

1110
00:33:48,609 --> 00:33:52,269
但他们仍获得B+级损益表

1111
00:33:52,269 --> 00:33:53,029
这太惊人了

1112
00:33:53,029 --> 00:33:54,210
第六到第六

1113
00:33:54,210 --> 00:33:58,329
这里最后一个提到的是SOI科技

1114
00:33:58,329 --> 00:34:00,750
今日股价十六美元

1115
00:34:00,750 --> 00:34:01,450
SOI科技公司

1116
00:34:01,450 --> 00:34:03,710
我在公开市场持有该股已上涨92%

1117
00:34:03,710 --> 00:34:05,579
累计盈利三万八千美元

1118
00:34:05,579 --> 00:34:06,940
仍有大量收益可期待

1119
00:34:06,940 --> 00:34:07,859
所以我没错

1120
00:34:07,859 --> 00:34:11,199
这家公司正迈向金融巨头

1121
00:34:11,398 --> 00:34:13,079
A+级损益表

1122
00:34:13,079 --> 00:34:14,278
他们在此公布数据

1123
00:34:14,278 --> 00:34:16,358
总利息收入增长3.1%

1124
00:34:16,358 --> 00:34:19,360
净利息收入增长3.9%

1125
00:34:19,840 --> 00:34:21,320
总净营收增长30%

1126
00:34:21,320 --> 00:34:21,920
或者请原谅

1127
00:34:21,920 --> 00:34:23,440
同比增长43%

1128
00:34:23,440 --> 00:34:24,920
收入增长135%

1129
00:34:24,920 --> 00:34:27,409
我意思是增长翻倍

1130
00:34:27,409 --> 00:34:29,268
公司交出惊人损益表

1131
00:34:29,268 --> 00:34:32,009
公司市值约二十亿美元

1132
00:34:32,009 --> 00:34:34,278
正朝着金融巨头发展

1133
00:34:34,278 --> 00:34:34,719
安东尼

1134
00:34:34,719 --> 00:34:37,298
安多需要保持公司正确方向

1135
00:34:39,498 --> 00:34:41,550
并在繁荣时期蓬勃发展

1136
00:34:41,550 --> 00:34:46,309
这家公司未来十年应成为

1137
00:34:46,309 --> 00:34:47,289
应成为

1138
00:34:47,289 --> 00:34:49,630
市值超百亿美元的公司

1139
00:34:49,630 --> 00:34:50,869
金融巨头

1140
00:34:50,869 --> 00:34:52,099
他们能实现

1141
00:34:52,099 --> 00:34:53,119
这需要一步步推进

1142
00:34:53,119 --> 00:34:55,739
过程中会有失误和倒退

1143
00:34:55,739 --> 00:34:56,730
没错

1144
00:34:56,730 --> 00:34:57,250
你知道的

1145
00:34:57,250 --> 00:34:57,969
我感到惊讶

1146
00:34:57,969 --> 00:34:58,369
如果是这样的话

1147
00:34:58,369 --> 00:35:00,730
我从200亿美元市值一路涨到500亿美元

1148
00:35:00,730 --> 00:35:01,949
随后回落至300亿美元

1149
00:35:01,949 --> 00:35:04,099
接着从300亿增长到800亿美元

1150
00:35:04,099 --> 00:35:05,619
然后从800亿跌至400亿美元

1151
00:35:05,619 --> 00:35:06,699
400亿再攀升至1000亿美元

1152
00:35:06,699 --> 00:35:07,119
就像没有

1153
00:35:07,119 --> 00:35:08,849
我完全不会感到意外

1154
00:35:08,849 --> 00:35:11,510
不会像完美向右上涨

1155
00:35:11,510 --> 00:35:13,789
这里永远会有波动和戏剧性

1156
00:35:13,789 --> 00:35:18,840
但我的观点基于越来越多的年轻人开始加入

1157
00:35:18,840 --> 00:35:19,920
作为资产

1158
00:35:19,920 --> 00:35:20,880
就像商业模式

1159
00:35:20,880 --> 00:35:21,780
总体而言

1160
00:35:21,780 --> 00:35:22,550
没错

1161
00:35:22,550 --> 00:35:23,610
我的天啊

1162
00:35:23,610 --> 00:35:25,869
他们已具备成为金融巨头的绝佳条件

1163
00:35:25,869 --> 00:35:27,289
然后继续向业务注资

1164
00:35:27,289 --> 00:35:29,150
并持续吸引新

1165
00:35:29,150 --> 00:35:29,829
新一代用户

1166
00:35:29,829 --> 00:35:31,139
你知道的

1167
00:35:31,139 --> 00:35:33,719
随着时间推移这些人的财富增长

1168
00:35:33,719 --> 00:35:36,480
他们会有贷款和其他产品的需求

1169
00:35:36,480 --> 00:35:38,260
如果我能持续受益

1170
00:35:38,260 --> 00:35:40,039
他们会变得越来越大

1171
00:35:40,039 --> 00:35:41,800
他们可以选择收购其他公司

1172
00:35:41,800 --> 00:35:43,420
或者保持独立运营

1173
00:35:43,420 --> 00:35:44,099
没错

1174
00:35:44,099 --> 00:35:46,099
女士们先生们要着眼长期

1175
00:35:46,099 --> 00:35:47,519
积累财富

1176
00:35:47,519 --> 00:35:50,159
股市存在巨大投资机会

1177
00:35:50,159 --> 00:35:50,559
没错

1178
00:35:50,559 --> 00:35:52,079
只需专注长期

1179
00:35:52,079 --> 00:35:54,119
短期会有大量负面因素

1180
00:35:54,119 --> 00:35:57,400
充斥着各种令人担忧的言论

1181
00:35:57,400 --> 00:35:58,039
关于这一点

1182
00:35:58,039 --> 00:36:00,039
短期股价波动频繁

1183
00:36:00,039 --> 00:36:01,039
可能会与你作对

1184
00:36:01,039 --> 00:36:01,579
你会觉得

1185
00:36:01,579 --> 00:36:02,059
你知道的

1186
00:36:02,059 --> 00:36:02,739
开始自我怀疑

1187
00:36:02,739 --> 00:36:03,619
各种负面情绪

1188
00:36:03,619 --> 00:36:03,960
兄弟

1189
00:36:03,960 --> 00:36:05,079
专注优质企业

1190
00:36:05,079 --> 00:36:07,539
长期稳定的盈利模式

1191
00:36:07,539 --> 00:36:08,380
资产负债表

1192
00:36:08,380 --> 00:36:09,119
没错

1193
00:36:09,119 --> 00:36:11,219
关注财报会议

1194
00:36:11,219 --> 00:36:12,400
做好研究工作

1195
00:36:12,400 --> 00:36:13,619
嗯

1196
00:36:13,619 --> 00:36:15,360
在接下来的几年里你将会蓬勃发展

1197
00:36:15,360 --> 00:36:15,869
没错

1198
00:36:15,869 --> 00:36:17,070
你会茁壮成长

1199
00:36:17,070 --> 00:36:19,510
你将为自己建立惊人的净资产

1200
00:36:19,510 --> 00:36:21,230
希望大家再次喜欢今天的视频

1201
00:36:21,230 --> 00:36:22,750
如果你打算严肃投资

1202
00:36:22,750 --> 00:36:23,469
更加认真

1203
00:36:23,469 --> 00:36:24,690
别再玩虚的了

1204
00:36:24,690 --> 00:36:25,869
申请加入私密群组

1205
00:36:25,869 --> 00:36:27,369
那个就是下方置顶的评论

1206
00:36:27,369 --> 00:36:29,269
获取所有课程大纲

1207
00:36:29,269 --> 00:36:30,809
加入我的私人Discord

1208
00:36:30,809 --> 00:36:31,110
交流讨论

1209
00:36:31,110 --> 00:36:32,090
查看我的操作动向

1210
00:36:32,090 --> 00:36:32,489
我正在做的

1211
00:36:32,489 --> 00:36:33,699
每周都会更新

1212
00:36:33,699 --> 00:36:36,159
访问千倍x网站

1213
00:36:36,159 --> 00:36:37,280
以便运行你的预测模型

1214
00:36:37,280 --> 00:36:38,139
完成所有研究

1215
00:36:38,139 --> 00:36:38,880
天啊

1216
00:36:38,880 --> 00:36:39,920
这是一个绝佳平台

1217
00:36:39,920 --> 00:36:41,179
大家都非常喜爱

1218
00:36:41,179 --> 00:36:41,800
千倍x

1219
00:36:41,800 --> 00:36:43,719
那就是下方置顶的评论

1220
00:36:43,719 --> 00:36:45,340
祝大家一切顺利，度过美好一天

共 17 条，按点赞数排序。

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