【全哥爱分享】更新啦，赶紧来围观吧！

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博啊

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你知道最近这两年啊

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A股分为三类股民

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你知道哪三类吗

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站在光里的和光的在哪里呢

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和光着屁股的诶

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嘿嘿嘿

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就是站在光里的是不是都发大财了

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对呀

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买了AI这些什么通信啊

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CPU啊

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半导体啊

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存储的是吧

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发大财了

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那光站在那里的呢

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赚了小财

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嘿嘿嘿

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基本上没怎么赚钱啊

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买了光伏

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买了电力

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买了证券

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买了保险

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买了有色是吧

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就没赚没亏嗯

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那光着站那里的呢

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亏了亏肿了是吧

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对买了恒科港药

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农农业白酒

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还有银行的

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是不是嗯

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那你觉得美股也是这样吗

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不对

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那为什么美股和A股就不一样呢

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嗯因为美股它换一种方法来做公司的

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诶

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嘿嘿嘿

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你看啊

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美股呢这些AI类的就是A股涨的好的

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是美股涨得也很好啊

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那A股涨得不好的

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举个例子啊

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比如说美股的消费啊

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你看一下可口可乐怪物饮料

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是不是人家也创新高了对呀

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美股的银行

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你看摩根大通

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美国银行是不是人家也创了历史新高

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对是吧

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你再看一下美股的这些消费类的

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刚才讲了这个饮料哈

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你再看一下烟草啊

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菲利普莫里斯啊

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奥驰亚英美烟草是不是人也创新高了对啊

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你再看看美股的医疗保险

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去年的时候跌的最惨的

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你像呃联合健康

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对所以你会发现一个问题哈

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那A股哈跌的最惨的板块

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那美股反而涨的很好

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那A股涨得好呢

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美股涨得更好

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这啥原因呢

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因为他都不会接着买

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他只买一点就卖掉

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对的就是因为其实呢美股的这些机构哈

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他的机构持仓他很注重股东回报

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而且呢还有一条是什么

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它有做空机制啊

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比如说诶我看你高估了我可以做空你啊

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我看你低估了我可以做多你

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所以他市场调节做的很好

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对不对

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还有一个呢退市啊

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如果你公司不好给你退市

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不让人占着茅坑不拉屎

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那A股呢退市率高不高不高

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还有个问题三

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你知道还有啥吗

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就是涨跌停限制

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那涨跌停会不会对公司的调节更快呀

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会对吧

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你举个例子

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比如说这个比如说这个如果一个科技股高估了

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它可以一下子跌到跌没

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但如果你只跌10%呢

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是不是跌很长时间呀

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那如果说是不是这个市场你越不保护它越公平

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它是不是反应越快啊

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对所以你发现美股呢它还有一条哈

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它每年的这个分红回购股东回报极高对吧

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你就是买了这个不涨啊

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你靠这个分红回顾你

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你也能实现回本

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比如说烟烟草似的啊

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像奥斯亚菲利普

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莫里斯尼美烟草

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我去年一直分享

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我说这些公司呢是吧

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虽然业绩下滑

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但是借钱也要分红

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是不是光靠分红十到15年也回本了

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结果今年呢不但赚了分红的钱

103
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连这个估值的钱都赚到了

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是不是对

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那你发现是不是美股它更像一个护理机器

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是不是对大A呢

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嗯更多的还是博弈对吧

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但是如果说你买了科技

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你不卖

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那最后会怎么样

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跌个肿

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又跌回去了哈哈

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所以说在A在A股的话

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你结构性的机会很多是吧对

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但是你要回味择时

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学会选股

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关键他择时的比选股还要重要

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所以这就是为什么在A股冰火两重天

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是不是

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所以你觉得A股有没有像巴菲特一样的股神啊

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没有

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所以不会卖的

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是不是它只能昙花一现啊

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对

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