【Adam Khoo】AI正在摧毁市场？裁员后又返聘

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最近不仅软件即服务频繁宕机

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与软件相关的所有领域都在崩溃

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甚至金融股票

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网络安全股票

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支付技术股票

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连私人信贷也在下跌

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发生的事情是世界

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我们熟知的秩序即将终结

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还是这又是一个重大投资机会

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让我来拆解分析

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Service Now

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Salesforce

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Palo Alto

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CrowdStrike

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Visa、万事达卡

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S&P全球

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这些是全球最优质的企业，数十年来都是复利机器

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但今年以来它们却暴跌超两位数

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原因在于现在普遍存在恐慌

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认为通用AI可能让这些优秀公司破产并改变世界

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彻底颠覆我们所知的现状

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这是事实吗

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还是纯粹幻想

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好吧

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现在让我们深入了解原因

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这一切始于Anthropic发布

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Lot Co Work

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如果你不了解的话

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Anthropic是OpenAI的主要竞争对手

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现在

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谁拥有Anthropic呢

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主要股东实际上是亚马逊

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谷歌和微软没错

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微软通过投资

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他们拥有

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OpenAI和Anthropic，而Anthropic拥有名为Lot的强大语言模型

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我本人也在使用

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我认为这对金融领域非常出色

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没错，几周前他们推出了Lot Co Work

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这是一个AI工具，可读写电脑文件

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自主拆解复杂任务为小步骤

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并生成Excel表格

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PowerPoint演示文稿和格式化文档

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事实上我在工作中大量使用

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但令投资者不安的是，它还预置了涵盖HR、设计

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工程、运营和财务分析的插件

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换句话说

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这是一个能自动完成这些任务的智能体

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例如

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在人力资源场景中，Lot Core Work可自主

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嗯

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屏幕恢复

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它可以起草入职文件

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它可以整理员工记录用于财务分析

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它可以从各种来源提取Beta数据

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来自FactSet

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来自S&P全球

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来自彭博社

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它可以秒速生成报告并构建Excel模型

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在运营方面

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同事可以整理文件

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他们可以生成状态报告

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他们可以在几分钟内重新处理文档

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现在

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你看到我多么快速地从数据生成Excel表格

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这原本需要数小时

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仅用不到五分钟

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市场简直惊呆了

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声称如今人们能大幅提升生产力

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能完成许多任务

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因此不再需要这些软件公司

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不再需要Salesforce

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不再需要ServiceNow

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不再需要Adobe

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不再需要Intuit

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因为我们能在几分钟内自行完成所有操作

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每月只需五十美元甚至更少

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这听起来太离谱了

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简直荒谬

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就像有人发明了微波炉

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所以我再也不去餐厅了

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所有餐厅都将消失

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世界上不再有餐厅

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这听起来荒谬

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没错

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但这种趋势不仅限于软件公司

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还蔓延至金融数据公司

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人们现在说用Claw可以提取所有信息

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生成所有财务分析

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我还需要彭博社吗

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我还需要S&P全球吗

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我还需要穆迪

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我还需要FactSet吗

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这些公司股价也暴跌超两位数

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然后是私募信贷公司

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向这些软件公司放贷的BDC

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现在说无法收回贷款

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所有私募信贷公司

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即使是高质量的公司

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比如Apollo、Blue Owl和Aries

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它们都在崩溃了

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然后最近这种现象蔓延到了网络安全公司

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为什么又是这样

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这全是时钟在运作

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因为最近Clade发布了名为Clade Code Security的产品

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能够扫描

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代码数据库并自动发现系统漏洞并修复

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所以现在人们说

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哦有了这个我可以自己保护数据库

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我可以用Lot Security保护自己的公司

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为什么还要花钱买Palo Alto或CrowdStrike或FortiNine

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它们都要完蛋了

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所以所有这些公司都在暴跌

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就像一文不值一样

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这听起来荒谬

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就像有人发明了家庭报警系统

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猜怎么着

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我们再也不需要警察了

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再次削减警察预算

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这听起来荒谬

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因为Lot Code Security

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是的

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它可以扫描数据库漏洞

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但无法保护实时环境中的公司

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而CrowdStrike或Palo Alto能做到

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能检测计算机系统的黑客

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能在实时阻止勒索软件

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再加上Citron Research

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发布了引发热议的文章

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文章总结说我们都要完蛋了

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所以文章说在未来两年

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数百万人将失去工作

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失业率将超过百分之十

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当人们失去工作

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无法消费支出下降

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经济将陷入严重衰退

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公司也无法盈利

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因为没人购买

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因为没人消费

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他们将裁员

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更多人

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还会用更多AI自动化

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形成恶性循环导致经济终结

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正如我们所知

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另外他们指出几年后

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我们将用AI代理完成所有购买和在线购物

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自主进行

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想象你和我

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我们不再需要购物

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我们不再在线购买商品

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我们会通过我们的代理

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他们会走出去

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它将预订酒店

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预订餐厅

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它将进行在线购物

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它会自主支付保险费用

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无需我们干预

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并且您总能找到最便宜的价格

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因此所有公司利润都会崩溃

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而这些代理因为想要最佳交易

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他们会将所有支付路由到稳定币并通过传统visa/master网络绕过

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事实上人们对此非常重视

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这就是visa/mastercard/美国运通崩溃的原因

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因为这篇文章

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这是幻想还是现实

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我认为全是幻想

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而且

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例如

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我妻子喜欢购物的过程

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你觉得她会让代理人去

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帮她买最便宜的衣服

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绝不可能

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不过玩笑归玩笑

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visa和万事达卡

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它们不仅仅是转账

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我的意思是有很多转账方式对吧

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但银行和商家

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使用visa和万事达卡是因为信任因素

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六十年的信任已融入支付技术，构建了合规基础设施

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它们能检测支付欺诈

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有争议解决机制

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而稳定币无法提供这些功能

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记住叙事与实际落地结果总存在巨大差距

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事实上有一项研究

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由m e r机构进行的严谨随机对照试验

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模型评估与威胁研究

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这是一家位于伯克利的非营利研究机构

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他们发现十六名经验丰富的开源开发者使用AI工具时

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实际完成编码任务耗时反而增加十九%

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为什么呢

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AI加速了代码生成

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AI能快速编写代码

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还能快速创建Excel模板

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就像我展示的那样

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但代码审查能力保持不变

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意味着人类仍需审查代码

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必须验证输出结果

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这会形成审查瓶颈

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导致队列增长和部署延迟增加

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而这些生产力增长最初实际上会消失

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事实上

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谷歌的报告发现，每增加25%的AI采用率，交付速度会出现1个百分点的下降

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交付速度下降5%

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系统稳定性下降7.2%

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因此仍需要人类审核数据

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我之前已经展示过

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创建这个Excel表格的速度有多快

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但可以肯定会出现幻觉

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会有不准确的情况

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我仍需手动审核

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我的团队需要审核对吧

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如果你不知道的话

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许多公司实际上悄悄重新雇佣了被裁员工

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因为他们以AI为由被解雇

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例如

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Clara用AI取代了700名员工

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但工作质量却下降了

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客户投诉

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不得不重新雇佣人类员工

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IBM裁员8000人实施秋自动化

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尤其在人力资源部门用AI机器人替代

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但机器人无法处理需要同理心和主观判断的任务

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最终不得不重新雇佣HR员工

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科技

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体育和森林预测，半数AI相关的裁员将被悄悄重新雇佣

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发现55%执行AI裁员的公司

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现在后悔了

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我甚至亲自问过这个问题

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所以我拥有几家公司

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核心公司是亚当

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酷学习科技集团

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我们有派拉纳利润

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00:10:08,500 --> 00:10:10,139
我们有激活教育

234
00:10:10,139 --> 00:10:11,500
我们有增长催化剂

235
00:10:11,500 --> 00:10:14,769
我是这些公司的共同所有者

236
00:10:14,769 --> 00:10:17,168
我们已运营超过二十年

237
00:10:17,168 --> 00:10:22,139
最近我询问了集团CEO和派拉纳利润的管理总监

238
00:10:22,139 --> 00:10:22,539
我说嘿

239
00:10:22,539 --> 00:10:23,899
我们一直在使用AI

240
00:10:23,899 --> 00:10:24,840
我们使用通用

241
00:10:24,840 --> 00:10:25,120
AI

242
00:10:25,120 --> 00:10:26,159
我们在公司使用生成式

243
00:10:26,159 --> 00:10:28,429
AI

244
00:10:28,429 --> 00:10:34,980
未来三年到五年内是否预见减少员工数量

245
00:10:34,980 --> 00:10:36,740
他们回答亚当不

246
00:10:36,740 --> 00:10:38,740
事实上业务发展得很好

247
00:10:38,740 --> 00:10:42,860
我们增长迅速需要大量招聘对吧

248
00:10:42,860 --> 00:10:48,970
所以我不认同将大量取代员工的说法

249
00:10:48,970 --> 00:10:50,859
因为如果业务成功

250
00:10:50,859 --> 00:10:52,339
你仍然需要工人

251
00:10:52,339 --> 00:10:57,058
因为人工智能是为了补充和增强我们的工作

252
00:10:57,058 --> 00:11:00,250
所以就像那句老话，人工智能对我来说

253
00:11:00,250 --> 00:11:02,440
我不会取代你

254
00:11:02,440 --> 00:11:04,080
可能不会取代你

255
00:11:04,080 --> 00:11:08,309
但有人声称会取代你的工作

256
00:11:08,590 --> 00:11:09,230
好的

257
00:11:09,230 --> 00:11:14,309
但你可以质疑就业增长乏力的事实

258
00:11:14,309 --> 00:11:15,149
尤其是在美国

259
00:11:15,149 --> 00:11:15,950
所以

260
00:11:15,950 --> 00:11:16,769
例如

261
00:11:16,769 --> 00:11:18,509
他们刚完成了岗位修订

262
00:11:18,509 --> 00:11:23,000
他们发现去年修订后的总新岗位数量

263
00:11:23,000 --> 00:11:25,639
仅为一百八十

264
00:11:25,639 --> 00:11:27,889
一千个岗位

265
00:11:27,889 --> 00:11:29,230
这非常非常低

266
00:11:29,230 --> 00:11:30,690
相比2024年

267
00:11:30,690 --> 00:11:31,850
有140万岗位

268
00:11:31,850 --> 00:11:34,549
去年创造了140万个岗位

269
00:11:34,549 --> 00:11:39,068
就业增长是疫情以来最弱的

270
00:11:39,068 --> 00:11:44,249
好消息是最新报告显示今年一月

271
00:11:44,249 --> 00:11:45,229
2026年

272
00:11:45,229 --> 00:11:45,869
呃

273
00:11:45,869 --> 00:11:48,259
就业增长再次回升

274
00:11:48,259 --> 00:11:50,178
增加13万

275
00:11:50,529 --> 00:11:54,070
那么就业增长疲软的真正原因是什么

276
00:11:54,070 --> 00:11:55,409
并非人工智能

277
00:11:55,409 --> 00:12:01,669
发现企业裁员不招人

278
00:12:01,669 --> 00:12:04,480
将人工智能作为借口

279
00:12:04,480 --> 00:12:06,940
但并非人工智能至少目前不是

280
00:12:06,940 --> 00:12:14,589
就业增长疲软的三大原因

281
00:12:14,589 --> 00:12:15,908
因关税政策

282
00:12:15,908 --> 00:12:16,788
第二

283
00:12:16,788 --> 00:12:18,229
移民政策崩溃

284
00:12:18,229 --> 00:12:20,229
美国劳动力供给减少

285
00:12:20,229 --> 00:12:20,690
S

286
00:12:20,690 --> 00:12:23,669
以及德联邦政府削减开支

287
00:12:23,669 --> 00:12:25,429
这就是三大真正原因

288
00:12:25,429 --> 00:12:29,929
目前没有大规模人工智能导致的岗位流失

289
00:12:29,929 --> 00:12:30,830
至少目前不是

290
00:12:30,830 --> 00:12:32,990
或未来可预见时期内

291
00:12:32,990 --> 00:12:34,029
尽管如此

292
00:12:34,029 --> 00:12:38,230
人工智能应用较多的岗位增长更慢

293
00:12:38,230 --> 00:12:39,230
总之

294
00:12:39,230 --> 00:12:42,739
我说的是这些科技公司的恐慌性反应

295
00:12:42,739 --> 00:12:43,839
如微软

296
00:12:43,839 --> 00:12:44,938
如Salesforce

297
00:12:44,938 --> 00:12:45,619
如服务行业

298
00:12:45,619 --> 00:12:45,999
现在

299
00:12:45,999 --> 00:12:47,739
如帕洛阿尔托

300
00:12:47,739 --> 00:12:50,220
比如像s p全球

301
00:12:50,220 --> 00:12:54,299
和抛售行为如出一辙

302
00:12:54,299 --> 00:12:56,019
这是不理性的

303
00:12:56,019 --> 00:12:57,700
确实说不通

304
00:12:57,700 --> 00:12:59,440
这对投资者有利

305
00:12:59,440 --> 00:13:00,799
就像查理·芒格说过

306
00:13:00,799 --> 00:13:02,470
我们之所以富有

307
00:13:02,470 --> 00:13:05,279
是因为人们常常犯错

308
00:13:05,279 --> 00:13:08,440
我多年来能赚到这么多钱

309
00:13:08,440 --> 00:13:14,349
得益于市场的短视与愚蠢

310
00:13:14,589 --> 00:13:15,149
现在

311
00:13:15,149 --> 00:13:16,229
不久前

312
00:13:16,229 --> 00:13:16,808
如果你还记得

313
00:13:16,808 --> 00:13:17,028
其实

314
00:13:17,028 --> 00:13:17,749
那已经是很久以前了

315
00:13:17,749 --> 00:13:18,749
已经七年了

316
00:13:18,749 --> 00:13:20,349
科维亚事件发生在七年 ago

317
00:13:20,349 --> 00:13:20,749
我的上帝

318
00:13:20,749 --> 00:13:21,860
时光飞逝

319
00:13:21,860 --> 00:13:24,100
如果你还记得七年前

320
00:13:24,100 --> 00:13:24,740
呃

321
00:13:24,740 --> 00:13:25,820
当科维亚爆发时

322
00:13:25,820 --> 00:13:31,889
IMF行长称疫情将引发史上最严重衰退

323
00:13:31,889 --> 00:13:33,370
自大萧条以来

324
00:13:33,370 --> 00:13:34,450
而人们会怎么做

325
00:13:34,450 --> 00:13:35,429
他们因恐慌而

326
00:13:35,429 --> 00:13:35,649
哦

327
00:13:35,649 --> 00:13:35,929
我的上帝

328
00:13:35,929 --> 00:13:37,159
我们都要死了

329
00:13:37,159 --> 00:13:38,000
没错

330
00:13:38,000 --> 00:13:39,720
他们抛售所有股票

331
00:13:39,720 --> 00:13:41,019
并认为世界

332
00:13:41,019 --> 00:13:41,679
正如我们所知

333
00:13:41,679 --> 00:13:43,159
即将终结

334
00:13:43,159 --> 00:13:44,259
如果你还记得

335
00:13:44,259 --> 00:13:45,000
哪些股票

336
00:13:45,000 --> 00:13:45,919
表现良好

337
00:13:45,919 --> 00:13:47,360
Zoom大涨

338
00:13:47,360 --> 00:13:48,559
因为他们说

339
00:13:48,559 --> 00:13:50,240
没人再去办公室了

340
00:13:50,240 --> 00:13:53,700
我们都通过Zoom开会

341
00:13:53,700 --> 00:13:59,049
大家都会待在家里并用Peloton健身

342
00:13:59,409 --> 00:14:00,830
健身器材

343
00:14:00,830 --> 00:14:02,320
这就是当时的叙事

344
00:14:02,320 --> 00:14:04,039
但今天发生了什么

345
00:14:04,039 --> 00:14:04,600
哦

346
00:14:04,600 --> 00:14:07,279
顺便说一句，他们说商业地产将崩溃

347
00:14:07,279 --> 00:14:08,659
银行也会崩溃对吧

348
00:14:08,659 --> 00:14:10,230
结果如何呢

349
00:14:10,230 --> 00:14:11,490
根本没有大萧条

350
00:14:11,490 --> 00:14:13,190
银行表现非常出色

351
00:14:13,190 --> 00:14:15,129
房地产已恢复

352
00:14:15,129 --> 00:14:17,590
尤其是房地产显著复苏

353
00:14:17,590 --> 00:14:21,809
而Zoom和Peloton却崩溃了

354
00:14:21,809 --> 00:14:24,490
现在同样的事情正在发生

355
00:14:24,490 --> 00:14:25,549
情况相同

356
00:14:26,279 --> 00:14:27,440
相同的叙事

357
00:14:27,440 --> 00:14:29,159
我最近有在买入吗

358
00:14:29,159 --> 00:14:29,639
是的

359
00:14:29,639 --> 00:14:31,159
当然，几乎每天都在

360
00:14:31,159 --> 00:14:36,159
我一直在买入市场中优质公司的股票

361
00:14:36,159 --> 00:14:41,320
我无法准确预测修正或回调的底部

362
00:14:41,320 --> 00:14:44,240
所以我逐步逢低买入

363
00:14:44,240 --> 00:14:47,679
这不是给你买入的建议

364
00:14:47,679 --> 00:14:49,679
因为我们有不同财务目标

365
00:14:49,679 --> 00:14:51,059
我们的时间跨度不同

366
00:14:51,059 --> 00:14:53,139
我有长期投资视野

367
00:14:53,139 --> 00:14:55,240
即使短期进一步下跌

368
00:14:55,240 --> 00:14:56,500
这不会困扰我

369
00:14:56,500 --> 00:14:57,720
当我买入优质公司时

370
00:14:57,720 --> 00:14:58,879
因为我深知

371
00:14:58,879 --> 00:15:05,659
这些公司终将反弹至新高并持续数十年复利增长

372
00:15:05,659 --> 00:15:07,700
我最近增持了哪些公司

373
00:15:07,700 --> 00:15:10,620
显而易见的选择是微软，当然

374
00:15:10,620 --> 00:15:11,500
好的

375
00:15:11,500 --> 00:15:17,019
现在人们担心OpenAI（拥有Chat

376
00:15:17,019 --> 00:15:17,759
GPT

377
00:15:17,759 --> 00:15:20,259
他们可能陷入困境对吧

378
00:15:20,259 --> 00:15:22,740
他们正试图通过IPO融资

379
00:15:22,740 --> 00:15:24,419
但他们烧钱速度极快

380
00:15:24,419 --> 00:15:29,389
OpenAI有可能破产吗

381
00:15:29,389 --> 00:15:30,149
我认为是的

382
00:15:30,149 --> 00:15:31,429
事实上我并不意外

383
00:15:31,429 --> 00:15:33,789
如果OpenAI最终失败

384
00:15:33,789 --> 00:15:35,590
但我认为他们不会破产

385
00:15:35,590 --> 00:15:36,350
接下来会发生什么

386
00:15:36,350 --> 00:15:36,549
是

387
00:15:36,549 --> 00:15:39,090
大概会被微软收购

388
00:15:39,090 --> 00:15:42,710
微软将吸收所有知识产权

389
00:15:42,710 --> 00:15:43,929
等等

390
00:15:43,929 --> 00:15:44,669
是的

391
00:15:44,669 --> 00:15:46,149
微软将遭受损失

392
00:15:46,149 --> 00:15:47,090
将出现亏损

393
00:15:47,090 --> 00:15:49,970
股价可能短期下跌

394
00:15:49,970 --> 00:15:50,669
如果发生这种情况

395
00:15:50,669 --> 00:15:51,149
是的

396
00:15:51,149 --> 00:15:52,049
可能

397
00:15:52,049 --> 00:15:55,289
但长期将获益

398
00:15:55,289 --> 00:15:57,019
最终

399
00:15:57,139 --> 00:15:58,779
如果Anthropic

400
00:15:58,779 --> 00:15:59,519
例如

401
00:15:59,519 --> 00:16:00,220
你知道的

402
00:16:00,220 --> 00:16:02,399
而gemini击败了open ai

403
00:16:02,399 --> 00:16:03,759
我认为这是有可能的

404
00:16:03,759 --> 00:16:05,690
我真的不关心原因

405
00:16:05,690 --> 00:16:08,950
因为我拥有谷歌，而谷歌拥有gemini

406
00:16:08,950 --> 00:16:10,850
我拥有亚马逊

407
00:16:10,850 --> 00:16:14,089
我拥有谷歌，它还拥有Anthropic

408
00:16:14,089 --> 00:16:15,109
换句话说

409
00:16:15,109 --> 00:16:16,009
无论谁胜出

410
00:16:17,889 --> 00:16:18,509
我赢了

411
00:16:18,509 --> 00:16:19,460
好的

412
00:16:19,460 --> 00:16:22,899
但我觉得受影响最大的公司

413
00:16:22,899 --> 00:16:25,970
如果openai倒下的话是甲骨文

414
00:16:25,970 --> 00:16:26,590
呃

415
00:16:26,590 --> 00:16:30,159
因为他们负债高且高度依赖

416
00:16:30,159 --> 00:16:33,480
对open ai的敞口是否会波及英伟达

417
00:16:33,480 --> 00:16:34,120
是的

418
00:16:34,120 --> 00:16:36,399
但冲击不会太大

419
00:16:36,399 --> 00:16:36,700
没错

420
00:16:36,700 --> 00:16:39,729
可能会计提部分投资损失

421
00:16:39,729 --> 00:16:40,889
几亿美元

422
00:16:40,889 --> 00:16:42,129
对他们来说没什么

423
00:16:42,129 --> 00:16:44,169
他们总能转售其他产能

424
00:16:44,169 --> 00:16:45,009
不过

425
00:16:45,009 --> 00:16:47,490
这也是微软股价下跌的原因之一

426
00:16:47,490 --> 00:16:50,120
担心open ai陷入困境

427
00:16:50,120 --> 00:16:51,620
我并不否认这一点

428
00:16:51,620 --> 00:16:52,600
我认为他们确实有麻烦

429
00:16:52,600 --> 00:16:53,460
就我个人而言

430
00:16:53,460 --> 00:16:55,849
我不再使用ChatGPT了

431
00:16:55,849 --> 00:16:57,249
不，我用Claude

432
00:16:57,249 --> 00:16:59,169
我全用gemini

433
00:16:59,169 --> 00:17:00,289
因为它们更强大

434
00:17:00,289 --> 00:17:01,309
总之好了

435
00:17:01,309 --> 00:17:02,929
但我一直在买入微软

436
00:17:02,929 --> 00:17:05,000
因为我认为以当前价格

437
00:17:05,000 --> 00:17:05,900
这是一个绝佳的投资机会

438
00:17:05,900 --> 00:17:06,720
不过

439
00:17:06,720 --> 00:17:08,059
股价还能更低吗

440
00:17:08,059 --> 00:17:09,099
当然有可能

441
00:17:09,099 --> 00:17:10,660
所以我分批买入

442
00:17:10,660 --> 00:17:11,480
我慢慢建仓

443
00:17:11,480 --> 00:17:14,839
下半年还能继续增持更多

444
00:17:14,839 --> 00:17:18,880
目前微软的内在价值是557美元

445
00:17:18,880 --> 00:17:24,710
现价400美元，明显被低估

446
00:17:24,710 --> 00:17:26,630
你可以看到这是一家优质企业

447
00:17:26,630 --> 00:17:27,769
极其可预测

448
00:17:27,769 --> 00:17:29,319
极其盈利

449
00:17:29,319 --> 00:17:32,130
你知道它拥有全球最强的商业模式之一

450
00:17:32,130 --> 00:17:34,670
而最强的财务优势之一

451
00:17:34,670 --> 00:17:35,150
没错

452
00:17:35,150 --> 00:17:37,470
我也在买入帕洛阿尔托

453
00:17:37,470 --> 00:17:37,690
至于

454
00:17:37,690 --> 00:17:42,819
当然这是拥有最强护城河和领导力的公司

455
00:17:42,819 --> 00:17:45,888
在网络安全行业

456
00:17:46,128 --> 00:17:47,328
所以我问自己

457
00:17:47,328 --> 00:17:50,940
从长远来看网络安全

458
00:17:50,940 --> 00:17:52,160
是一个增长型行业

459
00:17:52,160 --> 00:17:53,880
世界上每个企业

460
00:17:53,880 --> 00:17:54,740
无论大小

461
00:17:54,740 --> 00:17:58,000
都需要网络安全来防范黑客和勒索软件

462
00:17:58,000 --> 00:17:59,259
答案是肯定的

463
00:17:59,329 --> 00:18:04,670
没错我一定要在网络安全公司中重仓布局

464
00:18:04,670 --> 00:18:06,349
并且要买入最强的公司

465
00:18:06,349 --> 00:18:07,679
哪些是最强的

466
00:18:07,679 --> 00:18:09,019
帕洛阿尔托就是其中之一

467
00:18:09,019 --> 00:18:09,999
当然还有CrowdStrike

468
00:18:09,999 --> 00:18:12,179
你知道我非常想买入CrowdStrike

469
00:18:12,179 --> 00:18:13,459
因为它近期大幅下跌

470
00:18:13,459 --> 00:18:15,440
但我还没弄清原因

471
00:18:15,440 --> 00:18:18,220
因为它仍然被高估了

472
00:18:18,220 --> 00:18:21,250
哦现在它略有低估

473
00:18:21,250 --> 00:18:21,670
抱歉

474
00:18:21,670 --> 00:18:22,329
这家英伟达

475
00:18:22,329 --> 00:18:23,809
我在说CrowdStrike吗

476
00:18:23,809 --> 00:18:27,069
抱歉可能是英伟达发布了亮眼财报

477
00:18:27,069 --> 00:18:28,150
然后

478
00:18:28,150 --> 00:18:30,549
股价应该小幅上涨了

479
00:18:30,549 --> 00:18:31,230
看看CrowdStrike

480
00:18:31,230 --> 00:18:32,269
我超爱CrowdStrike

481
00:18:32,269 --> 00:18:32,990
优秀的企业

482
00:18:32,990 --> 00:18:34,549
我确实持有股份

483
00:18:34,549 --> 00:18:37,349
想继续买入且它已下跌

484
00:18:37,349 --> 00:18:40,470
嗯因叙事影响大幅下跌

485
00:18:40,470 --> 00:18:42,920
但幅度还不够

486
00:18:42,920 --> 00:18:46,299
因为内在价值是332美元

487
00:18:46,299 --> 00:18:51,029
目前股价仍高于内在价值

488
00:18:51,029 --> 00:18:51,910
某种程度上

489
00:18:51,910 --> 00:18:53,930
现在买入并无问题

490
00:18:53,930 --> 00:18:56,388
因为价格合理

491
00:18:56,388 --> 00:18:58,068
但对我而言

492
00:18:58,068 --> 00:18:58,909
我非常保守

493
00:18:58,909 --> 00:18:59,648
喜欢买入

494
00:18:59,648 --> 00:19:01,409
如果能有更大折扣

495
00:19:01,409 --> 00:19:03,048
所以我一直在抛售现金

496
00:19:03,048 --> 00:19:05,509
增持CrowdStrike

497
00:19:05,509 --> 00:19:08,029
并希望股价进一步下跌

498
00:19:08,029 --> 00:19:10,640
然后我会获得股票

499
00:19:10,640 --> 00:19:11,819
因为我看好这家公司

500
00:19:11,819 --> 00:19:12,799
但目前它是

501
00:19:12,799 --> 00:19:14,359
这可不是便宜

502
00:19:14,359 --> 00:19:16,619
尽管已经大幅下跌

503
00:19:16,619 --> 00:19:18,700
还有哪些公司大幅降价

504
00:19:18,700 --> 00:19:20,890
嗯亚马逊已经降价

505
00:19:20,890 --> 00:19:22,069
但近期有所反弹

506
00:19:22,069 --> 00:19:23,109
Matter已经大幅下跌

507
00:19:23,109 --> 00:19:24,630
这也是严重低估

508
00:19:24,630 --> 00:19:27,159
但更关联于

509
00:19:27,159 --> 00:19:30,058
显然像ServiceNow这样的软件公司

510
00:19:30,058 --> 00:19:31,980
我在之前的视频中已分析过

511
00:19:31,980 --> 00:19:34,160
这确实是一家优秀公司

512
00:19:34,160 --> 00:19:39,799
我认为最终它们将是AI的最大受益者之一

513
00:19:39,799 --> 00:19:40,480
看看它

514
00:19:40,480 --> 00:19:42,660
现在正在以半价出售

515
00:19:42,660 --> 00:19:44,339
其市盈率是26倍

516
00:19:44,339 --> 00:19:46,440
正在以104美元出售，看看它

517
00:19:46,440 --> 00:19:50,490
它拥有最强大的基本面之一

518
00:19:50,490 --> 00:19:52,630
这不是建议你买入

519
00:19:52,630 --> 00:19:58,890
这是分享我分析企业及投资的思路

520
00:19:58,890 --> 00:20:02,490
我又长期投资这些公司

521
00:20:02,490 --> 00:20:03,750
这不是短线交易

522
00:20:03,750 --> 00:20:06,179
所以Shot Them仍可能继续下跌

523
00:20:06,179 --> 00:20:08,679
这就是我定投的原因

524
00:20:08,679 --> 00:20:14,759
希望这段视频能帮你理清思路

525
00:20:14,759 --> 00:20:17,420
在可能不合逻辑的时期

526
00:20:17,420 --> 00:20:17,819
就像

527
00:20:17,819 --> 00:20:19,480
这些都是优质公司

528
00:20:19,480 --> 00:20:20,180
为何在下跌

529
00:20:20,180 --> 00:20:21,279
这说不通啊

530
00:20:21,279 --> 00:20:26,609
希望现在你已理解，保持安全理性

531
00:20:26,609 --> 00:20:27,970
愿市场与你同在

532
00:20:27,970 --> 00:20:29,650
想观看我的最新视频

533
00:20:29,650 --> 00:20:31,109
点击订阅按钮

534
00:20:31,109 --> 00:20:32,000
现在

535
00:20:32,000 --> 00:20:32,980
点击铃铛图标

536
00:20:32,980 --> 00:20:34,420
以便即时接收通知

537
00:20:34,420 --> 00:20:36,730
我上传新视频后

538
00:20:36,730 --> 00:20:39,069
想了解我的在线课程

539
00:20:39,069 --> 00:20:41,319
访问piranha profits.com

540
00:20:44,599 --> 00:20:47,539
并从全球创收

541
00:20:47,539 --> 00:20:50,940
想加入我的实时财富学院项目

542
00:20:50,940 --> 00:20:53,279
前往wealth academy global.

543
00:20:57,289 --> 00:20:58,049
我是Adam Cool

544
00:20:58,049 --> 00:20:59,960
愿市场与你同在

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