BV1qU9mBYEBy · 请不要叫我梁同学1 00:00:03,200 --> 00:00:03,940 大家好 2 00:00:03,940 --> 00:00:06,379 今天是4月28号星期二 3 00:00:06,379 --> 00:00:08,160 我们继续分析美股 4 00:00:08,160 --> 00:00:09,519 本期内容如下 5 00:00:09,519 --> 00:00:11,679 我们先看消息面 6 00:00:12,320 --> 00:00:15,679 美伊霍尔木兹海峡谈判与原油市场影响 7 00:00:15,679 --> 00:00:18,589 分析谈判核心动态 8 00:00:18,589 --> 00:00:22,170 特朗普对伊朗开放霍尔木兹海峡提议 9 00:00:22,170 --> 00:00:23,570 明确表示不满 10 00:00:23,570 --> 00:00:25,750 白宫内部展开激烈讨论 11 00:00:25,750 --> 00:00:27,859 局势趋于紧张 12 00:00:27,859 --> 00:00:29,660 伊朗提议核心 13 00:00:29,660 --> 00:00:32,060 美国解除海上封锁 14 00:00:32,060 --> 00:00:35,009 换取伊朗重新开放海峡 15 00:00:35,009 --> 00:00:37,988 核计划谈判推迟处理 16 00:00:39,889 --> 00:00:44,750 伊朗仍试图控制国际水道通行权及定价权 17 00:00:44,750 --> 00:00:47,840 美方对此保持高度警惕 18 00:00:47,840 --> 00:00:52,380 美国官方立场不能接受任何不利于美国的方案 19 00:00:52,380 --> 00:00:56,518 将继续就战争和核能力展开讨论 20 00:00:56,518 --> 00:00:57,679 拒绝妥协 21 00:00:58,838 --> 00:01:00,999 那么今天的原油期货价格变动呢 22 00:01:00,999 --> 00:01:03,399 也是非常剧烈哈 23 00:01:04,579 --> 00:01:09,560 霍尔木兹海峡运输受阻与市场恢复周期分析 24 00:01:09,560 --> 00:01:11,819 运输严重受阻 25 00:01:11,819 --> 00:01:14,959 霍尔木兹海峡能源运输严重受阻 26 00:01:14,959 --> 00:01:17,400 每日约2000万桶原油 27 00:01:17,400 --> 00:01:20,239 燃料和石化产品受影响 28 00:01:20,239 --> 00:01:21,959 市场恢复周期 29 00:01:21,959 --> 00:01:24,459 即使敌对行动立即结束 30 00:01:24,459 --> 00:01:26,000 恢复正常条件 31 00:01:26,000 --> 00:01:27,340 需4~6个月 32 00:01:27,340 --> 00:01:28,620 清除水雷 33 00:01:28,620 --> 00:01:29,939 缓解拥堵 34 00:01:29,939 --> 00:01:33,519 恢复生产价格情景预测 35 00:01:33,519 --> 00:01:37,299 冲突结束则下跌十美元每桶 36 00:01:37,299 --> 00:01:41,078 无新谈判则WTI回升至100美元 37 00:01:41,078 --> 00:01:43,549 布伦特突破110美元 38 00:01:43,549 --> 00:01:45,090 欧派克动态 39 00:01:45,090 --> 00:01:48,810 阿联酋宣布将从周五起退出该组织 40 00:01:48,810 --> 00:01:52,069 投资者密切关注后续影响 41 00:01:54,480 --> 00:01:56,480 open i回应增长质疑 42 00:01:56,480 --> 00:01:57,980 业务持续增长 43 00:01:57,980 --> 00:01:59,780 内部分为积极 44 00:01:59,780 --> 00:02:01,280 官方声明 45 00:02:01,280 --> 00:02:02,329 核心要点 46 00:02:02,329 --> 00:02:04,489 华尔街日报报道称 47 00:02:04,489 --> 00:02:07,049 open i未能实现多项目标 48 00:02:07,049 --> 00:02:10,449 公司回应为典型标题党 49 00:02:10,449 --> 00:02:14,209 企业客户需求与广告业务仍在持续增长 50 00:02:14,209 --> 00:02:16,259 内部氛围非常积极 51 00:02:16,259 --> 00:02:17,759 软银甲骨文 52 00:02:17,759 --> 00:02:22,699 curve wave等投资方和合作伙伴股价周二下跌 53 00:02:22,699 --> 00:02:25,419 投资者担忧AI基础设施泡沫 54 00:02:25,419 --> 00:02:29,060 质疑数千亿美元投入的经济回报 55 00:02:29,560 --> 00:02:30,639 open i声明 56 00:02:30,639 --> 00:02:33,360 扩大算力是关键推动因素 57 00:02:33,360 --> 00:02:36,719 有助于提供更优产品体验 58 00:02:36,719 --> 00:02:40,319 右边是媒体报道与公司回应的对比 59 00:02:40,319 --> 00:02:43,580 争议的维度主要是下面有四条哈 60 00:02:43,580 --> 00:02:46,759 第一个呢是用户增长目标 61 00:02:47,090 --> 00:02:50,030 媒体说未能达成内部目标 62 00:02:50,030 --> 00:02:53,199 公司回应业务正火力全开 63 00:02:53,199 --> 00:02:59,430 第二个是营收表现说未能完成多项的月度目标 64 00:02:59,430 --> 00:03:02,870 公司回应企业需求持续增长 65 00:03:03,030 --> 00:03:06,949 第三个呢是内部状态说增长乏力 66 00:03:06,949 --> 00:03:10,389 公司回应说内部氛围非常积极 67 00:03:10,389 --> 00:03:15,349 第四个呢是算力投入说可能无力满足未来需求 68 00:03:15,349 --> 00:03:16,310 公司回应 69 00:03:16,310 --> 00:03:19,349 扩大算力是关键推动因素 70 00:03:21,840 --> 00:03:25,939 亚马逊quick桌面智能体产品定位与核心能力 71 00:03:25,939 --> 00:03:27,439 核心能力概览 72 00:03:27,439 --> 00:03:29,960 核心的功能包括撰写邮件 73 00:03:29,960 --> 00:03:31,319 调取个人数据 74 00:03:31,319 --> 00:03:34,120 安排会议代发邮件等等 75 00:03:34,120 --> 00:03:38,180 生态兼容可以跨多生态系统运行 76 00:03:38,180 --> 00:03:39,039 兼容微软 77 00:03:39,039 --> 00:03:42,829 谷歌等主流办公的工具 78 00:03:42,829 --> 00:03:46,149 数据整合可以无缝调取 79 00:03:46,149 --> 00:03:48,568 分散在各平台的用户数据 80 00:03:48,568 --> 00:03:52,188 按需推送文档更新等等 81 00:03:52,409 --> 00:03:53,610 安全机制 82 00:03:53,610 --> 00:03:57,340 内置多重权限确认调取数据 83 00:03:57,340 --> 00:04:00,539 已执行操作前主动申请权限 84 00:04:00,539 --> 00:04:03,150 需用户手动确认 85 00:04:03,150 --> 00:04:06,289 差异化优势对比 86 00:04:06,289 --> 00:04:10,750 open cloud在保留高度自定义与自动化能力的同时 87 00:04:10,750 --> 00:04:12,379 消除安全隐患 88 00:04:12,379 --> 00:04:14,379 实现安全与效率的平衡 89 00:04:15,460 --> 00:04:18,480 右边呢是quick与open cloud能力对比 90 00:04:18,480 --> 00:04:21,019 比如操作权限啊 91 00:04:21,019 --> 00:04:23,800 quick呢需要主动申请权限 92 00:04:23,800 --> 00:04:25,379 用户手动确认 93 00:04:25,379 --> 00:04:30,158 而open cloud呢按需授权存在安全隐患 94 00:04:30,560 --> 00:04:34,399 任务执行呢是主动执行实操任务 95 00:04:34,399 --> 00:04:36,120 推送代办清单 96 00:04:36,120 --> 00:04:39,990 open cloud是本地桌面自主操作 97 00:04:39,990 --> 00:04:41,449 生态兼容方面啊 98 00:04:41,449 --> 00:04:44,470 可以挂跨这个多生态系统 99 00:04:44,470 --> 00:04:47,709 而open cloud是本地运行 100 00:04:49,038 --> 00:04:52,579 他的AI智能体战略分析战略举措 101 00:04:52,579 --> 00:04:57,139 将亚马逊connector拓展为四大垂直AI智能服务 102 00:04:57,139 --> 00:05:01,238 深化企业软件赛道布局竞争态势 103 00:05:01,238 --> 00:05:05,639 与微软CRM等行业巨头形成直接竞争 104 00:05:05,639 --> 00:05:08,350 争夺企业软件市场份额 105 00:05:08,350 --> 00:05:09,550 市场质疑 106 00:05:09,550 --> 00:05:14,069 AI是否逐步替代传统企业软件核心功能 107 00:05:14,069 --> 00:05:17,050 行业长期发展前景存疑 108 00:05:17,050 --> 00:05:18,850 板块的表现 109 00:05:18,850 --> 00:05:22,170 s a as这个板块末日论发酵 110 00:05:22,170 --> 00:05:23,689 引发板块大跌 111 00:05:23,689 --> 00:05:26,839 主要企业股价年内跌幅显著 112 00:05:26,839 --> 00:05:31,779 右边的列出了四大垂直AI智能服务好 113 00:05:31,779 --> 00:05:33,699 主要是decisions 114 00:05:33,699 --> 00:05:38,399 talent customer i和health 115 00:05:39,120 --> 00:05:43,079 那么主要的公司股价今年跌幅都比较明显哈 116 00:05:43,079 --> 00:05:44,180 包括今天的 117 00:05:44,180 --> 00:05:45,879 包括今年这个微软哈 118 00:05:45,879 --> 00:05:47,959 还有CRM等等 119 00:05:48,220 --> 00:05:50,759 好我们看一下今天市场的表现 120 00:05:53,079 --> 00:05:56,519 我们看到呢啊市场呢有回调的需求了对吧 121 00:05:56,519 --> 00:05:58,288 哎这很正常 122 00:05:59,560 --> 00:06:01,360 到底回调深深浅呢 123 00:06:01,360 --> 00:06:03,279 这个很难去预判哈 124 00:06:03,279 --> 00:06:04,519 也可能稍微深一点 125 00:06:04,519 --> 00:06:07,620 也可能就是稍微横一下就就过去了 126 00:06:07,620 --> 00:06:11,660 所以啊我们看到空头实际上有一定的力度哈 127 00:06:11,660 --> 00:06:15,160 但是也不是说强到令人恐惧是吧 128 00:06:15,160 --> 00:06:18,939 哎我们看下15分钟图嗯 129 00:06:18,939 --> 00:06:20,240 很正常哈 130 00:06:20,240 --> 00:06:21,300 回调一下 131 00:06:21,300 --> 00:06:22,579 也就是说短线范围内 132 00:06:22,579 --> 00:06:25,709 我们遇到了啊回调的一个需求 133 00:06:26,370 --> 00:06:27,310 接下来就看咯 134 00:06:27,310 --> 00:06:28,310 他是在这里震荡 135 00:06:28,310 --> 00:06:30,490 还是稍微往下调一点 136 00:06:30,490 --> 00:06:31,790 我们以日线为标准 137 00:06:31,790 --> 00:06:33,139 就可以了哈 138 00:06:33,139 --> 00:06:34,220 它往下掉的话 139 00:06:34,220 --> 00:06:36,279 那这个位置是个重要的支撑位是吧 140 00:06:36,279 --> 00:06:40,139 稍微调那么两三根K线的高度也是可以嗯 141 00:06:40,139 --> 00:06:41,060 都可以哈 142 00:06:41,060 --> 00:06:42,959 无所谓对吧 143 00:06:42,959 --> 00:06:44,519 无所谓好 144 00:06:44,519 --> 00:06:46,139 回调正常啊 145 00:06:46,139 --> 00:06:49,199 那么相对于这波强势的多头波段来说呢 146 00:06:49,199 --> 00:06:51,439 空头就非常微弱了 147 00:06:51,680 --> 00:06:53,279 我们看一下罗素 148 00:06:53,279 --> 00:06:54,439 罗素也是哈 149 00:06:54,439 --> 00:06:55,980 一直在这飘着对吧 150 00:06:55,980 --> 00:06:57,120 创了新高之后啊 151 00:06:57,120 --> 00:07:00,639 在这横盘震荡好 152 00:07:00,639 --> 00:07:02,800 道指道指还没有创新高好 153 00:07:04,459 --> 00:07:06,000 还是一个窄幅横盘 154 00:07:06,000 --> 00:07:07,959 不用理睬 155 00:07:10,860 --> 00:07:14,079 所以我们看到空头其实非常微弱啊 156 00:07:14,079 --> 00:07:17,319 看下它的15分钟图嗯 157 00:07:17,810 --> 00:07:18,990 是一个震荡啊 158 00:07:18,990 --> 00:07:20,910 稍微在这里宽幅震荡一点 159 00:07:20,910 --> 00:07:21,970 稍微宽一点点 160 00:07:21,970 --> 00:07:25,089 震荡也是可以接受的一种洗盘 161 00:07:26,480 --> 00:07:27,980 现在进入到熊市了吗 162 00:07:27,980 --> 00:07:28,660 没有啊 163 00:07:28,660 --> 00:07:29,160 没有啊 164 00:07:29,160 --> 00:07:30,420 多头这么强势 165 00:07:30,420 --> 00:07:32,920 不能轻易的踩为熊顶啊 166 00:07:32,920 --> 00:07:35,709 不能轻易的踩顶好 167 00:07:35,709 --> 00:07:38,610 另外呢就是刚才提到的这个原油领域哈 168 00:07:38,610 --> 00:07:40,009 啊无序震荡是吧 169 00:07:40,009 --> 00:07:41,529 又开始谈起来了 170 00:07:41,529 --> 00:07:44,629 所以也要注意这方面相关资产的一个风险啊 171 00:07:44,629 --> 00:07:46,569 嗯我们看一下啊 172 00:07:46,569 --> 00:07:49,649 今天呢这个原油相关的资产也是在震荡 173 00:07:49,649 --> 00:07:51,290 比如说OXY这个是吧 174 00:07:51,290 --> 00:07:54,220 哎之前到这个阻力区给了一波回调 175 00:07:54,220 --> 00:07:55,720 那这波回调之后啊 176 00:07:55,720 --> 00:07:57,600 这里又恢复到了做多 177 00:07:57,600 --> 00:07:58,500 对不对 178 00:07:58,500 --> 00:08:00,459 嗯现在正在涨 179 00:08:00,459 --> 00:08:02,779 包括这个雪佛龙也一样啊 180 00:08:02,779 --> 00:08:04,579 给了一个回调 181 00:08:06,019 --> 00:08:08,459 哎再直接再恢复做多就行了哈 182 00:08:08,459 --> 00:08:10,240 他至少是一个正荡行情嘛 183 00:08:10,240 --> 00:08:13,339 好也可以不要去参与哈这个领域 184 00:08:14,040 --> 00:08:17,160 那么今天啊领涨的科技股呢有苹果 185 00:08:17,160 --> 00:08:18,959 苹果昨天是天空低开啊 186 00:08:18,959 --> 00:08:20,279 往下砸了一下 187 00:08:20,279 --> 00:08:21,639 今天是天空高开 188 00:08:21,639 --> 00:08:22,740 横盘了一下 189 00:08:22,740 --> 00:08:23,480 前天收涨 190 00:08:24,879 --> 00:08:26,100 收盘价比昨天高 191 00:08:26,100 --> 00:08:28,420 这表明了不是一个强熊市啊 192 00:08:28,420 --> 00:08:32,080 多头波段还在看下15分钟图片是吧 193 00:08:32,080 --> 00:08:36,259 它是一个横盘横盘震荡嗯 194 00:08:37,339 --> 00:08:39,798 好大的框架上也是一个横盘哈 195 00:08:39,798 --> 00:08:41,298 这是大的横盘 196 00:08:41,298 --> 00:08:44,418 然后15分钟图看着也一模一样是吧 197 00:08:44,418 --> 00:08:46,559 这是一个小小的横盘 198 00:08:47,169 --> 00:08:48,250 是强熊市吗 199 00:08:48,250 --> 00:08:50,110 不是啊 200 00:08:50,110 --> 00:08:52,159 这是这个 201 00:08:52,799 --> 00:08:54,039 我们看下别的哈 202 00:08:54,039 --> 00:08:55,990 我们看下谷歌唉 203 00:08:55,990 --> 00:08:58,090 谷歌今天是一个停顿K线哈 204 00:08:59,350 --> 00:09:01,409 表明在突破这个阻力区的时候呢 205 00:09:01,409 --> 00:09:02,568 需要洗一下盘 206 00:09:02,568 --> 00:09:03,649 是抢空投吗 207 00:09:03,649 --> 00:09:04,188 不是啊 208 00:09:04,188 --> 00:09:05,129 空投不抢 209 00:09:05,129 --> 00:09:06,769 按压15分钟头啊 210 00:09:06,769 --> 00:09:07,950 是一个横盘哈 211 00:09:07,950 --> 00:09:10,789 当然如果后续呢市场整体有回撤的需求 212 00:09:10,789 --> 00:09:13,269 也可以适当的应对啊 213 00:09:13,269 --> 00:09:14,210 怎么应对呢 214 00:09:14,210 --> 00:09:15,190 就是减减仓咯 215 00:09:15,190 --> 00:09:17,169 也可以不用管对吧 216 00:09:17,169 --> 00:09:19,889 不用先暂时先不用理睬啊 217 00:09:20,450 --> 00:09:22,370 我们看一下英特尔哎 218 00:09:22,370 --> 00:09:24,070 英特尔也是一个高位的震荡 219 00:09:24,070 --> 00:09:26,070 今天天空低开又收了起来 220 00:09:26,070 --> 00:09:28,110 比昨天收盘价要低一点啊 221 00:09:28,110 --> 00:09:29,419 微跌一点点 222 00:09:29,419 --> 00:09:31,480 看下15分钟图诶 223 00:09:31,480 --> 00:09:32,919 他也是这里的一个横盘 224 00:09:32,919 --> 00:09:35,980 你可以把这个横盘啊画一个支撑位哈 225 00:09:35,980 --> 00:09:38,600 就是说如果感觉空头挺强的话 226 00:09:38,600 --> 00:09:40,210 可以适当的应对回撤 227 00:09:40,210 --> 00:09:42,570 现在空头也不是太强是吧 228 00:09:42,570 --> 00:09:45,940 你看15分钟图也都这样一个窄幅波动 229 00:09:46,220 --> 00:09:48,340 日线图也是飘在这里哈 230 00:09:48,340 --> 00:09:49,620 其实这个我们也不知道 231 00:09:49,620 --> 00:09:52,419 接下来会不会给一些回撤对吧 232 00:09:52,419 --> 00:09:54,940 你看之前这些回车都是这样的 233 00:09:54,940 --> 00:09:56,139 这次会怎么样呢 234 00:09:56,139 --> 00:09:57,919 还是继续涨呢 235 00:09:57,919 --> 00:09:59,759 完全无法预知哈 236 00:09:59,759 --> 00:10:04,559 所以啊我们只能通过控制止损的方法去应对好 237 00:10:04,559 --> 00:10:07,240 这是15分钟图这个止损位置哈 238 00:10:08,789 --> 00:10:10,470 我们看一下特斯拉啊 239 00:10:10,470 --> 00:10:12,409 特斯拉依旧在这里飘着哈 240 00:10:12,409 --> 00:10:13,649 依旧在这里横着 241 00:10:13,649 --> 00:10:15,629 今天是十字星K线 242 00:10:15,629 --> 00:10:17,070 收盘价比昨天低一点 243 00:10:17,070 --> 00:10:19,730 好表明这几根K线就是一个横盘 244 00:10:19,730 --> 00:10:21,389 你说他是要涨还是要点点 245 00:10:21,389 --> 00:10:23,119 有人说看不出来 246 00:10:23,438 --> 00:10:26,158 理论上哈这个技术面呢应该做多哈 247 00:10:26,158 --> 00:10:28,859 做多之后呢继续看着它就行了哈 248 00:10:28,859 --> 00:10:30,119 只要不跌破最下方 249 00:10:30,119 --> 00:10:32,669 就表明DOTA回归概率更高一点 250 00:10:32,669 --> 00:10:35,659 对吧嗯也没办法哈 251 00:10:35,659 --> 00:10:37,779 没办法去准确的去说 252 00:10:37,779 --> 00:10:38,779 一定会斩获底 253 00:10:38,779 --> 00:10:40,299 你看这个技术面也是哈 254 00:10:40,299 --> 00:10:42,169 踩到这里就应该做赌哈 255 00:10:42,169 --> 00:10:43,529 止损可以放在这里 256 00:10:43,529 --> 00:10:44,490 如果再掉下来呢 257 00:10:44,490 --> 00:10:46,389 先减减仓或者是离场 258 00:10:46,389 --> 00:10:48,090 等它止跌时候再说 259 00:10:48,090 --> 00:10:49,250 如果是继续涨呢 260 00:10:49,250 --> 00:10:51,090 那就不用止损了对吧 261 00:10:52,250 --> 00:10:52,970 技术分析啊 262 00:10:52,970 --> 00:10:55,610 技术面做法就是这样哈 263 00:10:57,200 --> 00:10:58,720 好我们看一下英伟达 264 00:10:58,720 --> 00:11:00,840 英伟达今天是也是停顿 265 00:11:00,840 --> 00:11:02,429 K线跟谷歌类似哈 266 00:11:02,429 --> 00:11:05,470 今天相对于昨天收盘价是跳空低开 267 00:11:05,470 --> 00:11:06,649 然后又收了起来 268 00:11:06,649 --> 00:11:09,669 表明空头其实不是特别愿意做强空 269 00:11:09,669 --> 00:11:12,769 也就是说市场还是愿意去突破这个阻力位哈 270 00:11:12,769 --> 00:11:16,169 这站上边站上去的概率高一点 271 00:11:16,169 --> 00:11:18,389 我们看一下15分钟图表 272 00:11:18,389 --> 00:11:20,330 我看下15分钟图表好 273 00:11:20,330 --> 00:11:21,389 今天是啊 274 00:11:21,389 --> 00:11:22,169 天红地开 275 00:11:22,169 --> 00:11:24,440 这样这样这哎又收了起来 276 00:11:24,440 --> 00:11:26,120 那现在能拆顶吗 277 00:11:26,120 --> 00:11:26,659 不能哈 278 00:11:26,659 --> 00:11:27,179 不能 279 00:11:27,179 --> 00:11:31,110 因为多头好不容易弄到这个位置又掉回去 280 00:11:31,110 --> 00:11:32,549 当然一切皆有可能哈 281 00:11:32,549 --> 00:11:35,490 但是现在没有看到那种迹象呢是吧 282 00:11:35,490 --> 00:11:38,750 我们还是应该以顺势啊多头的思路去看哈 283 00:11:38,750 --> 00:11:40,158 你看这些诶 284 00:11:40,158 --> 00:11:41,778 好不容易到这儿了哈 285 00:11:41,778 --> 00:11:44,019 但他如果他稍微回回调一点儿 286 00:11:44,019 --> 00:11:45,318 我也可以接受哈 287 00:11:45,318 --> 00:11:48,129 嗯它可它可以继续涨 288 00:11:48,129 --> 00:11:48,889 当然可以啊 289 00:11:48,889 --> 00:11:51,590 他是啊最强的龙头股啊 290 00:11:51,590 --> 00:11:54,120 他也可以继续涨好 291 00:11:54,120 --> 00:11:55,279 这是英伟达 292 00:11:55,279 --> 00:11:57,299 我们看一下PATTIER啊 293 00:11:57,299 --> 00:11:58,440 PALANTIR也是哈 294 00:11:58,440 --> 00:11:59,320 是啥呢 295 00:11:59,320 --> 00:12:01,940 是最近这些区域做的做多之后啊 296 00:12:01,940 --> 00:12:04,129 多头应该继续持仓就可以了 297 00:12:04,129 --> 00:12:08,220 因为现在也没有办法去说要走强熊市哈 298 00:12:08,220 --> 00:12:10,960 现在还是多头的一些建仓区域哈 299 00:12:10,960 --> 00:12:13,019 它只不过没有那么强势的 300 00:12:13,019 --> 00:12:14,860 没有那么快的涨 301 00:12:14,860 --> 00:12:17,759 我看还得15分钟图表嗯 302 00:12:17,759 --> 00:12:21,080 他也是在这里微信发展之后又开始洗盘了对吧 303 00:12:22,080 --> 00:12:24,279 多头没有那么理想啊 304 00:12:25,700 --> 00:12:28,740 好近几个交易日呢在这里有个小小型回撤 305 00:12:30,259 --> 00:12:31,220 好我们继续看啊 306 00:12:32,299 --> 00:12:34,950 嗯我们看下台积电 307 00:12:34,950 --> 00:12:37,190 台积电今天也是回踩了这个支撑位 308 00:12:37,190 --> 00:12:38,590 你看是吧 309 00:12:38,590 --> 00:12:39,529 回踩了一下 310 00:12:39,529 --> 00:12:41,539 按压15分钟嗯 311 00:12:41,539 --> 00:12:43,580 踩到这DOTA也可以在这定一个止损 312 00:12:43,580 --> 00:12:44,820 如果它往下掉的话 313 00:12:44,820 --> 00:12:45,879 可以减减减仓 314 00:12:45,879 --> 00:12:46,759 应对回撤 315 00:12:46,759 --> 00:12:49,339 如果他就是飘在高位震荡的话 316 00:12:49,339 --> 00:12:50,318 也不用理睬 317 00:12:50,318 --> 00:12:51,818 就跟那个罗素是一样啊 318 00:12:51,818 --> 00:12:53,099 飘在高位震荡的话 319 00:12:53,099 --> 00:12:55,198 那就再观察一下啊 320 00:12:55,198 --> 00:12:57,178 不用决策 321 00:12:57,549 --> 00:12:59,330 阿斯迈尔这个也要注意哈 322 00:12:59,330 --> 00:13:00,549 趋势线还有效哈 323 00:13:00,549 --> 00:13:02,110 那如果接下来收不住的话 324 00:13:02,110 --> 00:13:03,029 也要减减仓啊 325 00:13:03,029 --> 00:13:04,629 在这个位置 326 00:13:06,039 --> 00:13:08,159 好我们看下AAMDAMD啊 327 00:13:08,159 --> 00:13:10,100 这也有回调的一个需求哈 328 00:13:10,100 --> 00:13:12,370 看下15分钟图嗯 329 00:13:12,370 --> 00:13:13,950 有一定的回调的需求 330 00:13:13,950 --> 00:13:15,230 如果它继续跌的话 331 00:13:15,230 --> 00:13:16,029 可以适当减持 332 00:13:17,110 --> 00:13:19,139 避免说它跌的太深哈 333 00:13:19,139 --> 00:13:21,299 就比如说在这定一个止损啊 334 00:13:21,299 --> 00:13:22,529 310这一代 335 00:13:22,529 --> 00:13:26,049 那如果他在320~310之之上 336 00:13:26,049 --> 00:13:27,409 就能震荡洗盘的话 337 00:13:27,409 --> 00:13:29,759 就不用理睬了 338 00:13:30,919 --> 00:13:32,399 好这是这个图 339 00:13:33,840 --> 00:13:35,389 我们看下博通 340 00:13:35,389 --> 00:13:37,269 唉博通今天掉了回来哈 341 00:13:37,269 --> 00:13:38,690 表面向上突破失败 342 00:13:38,690 --> 00:13:40,789 那接下来看能不能啊收住哈 343 00:13:40,789 --> 00:13:41,669 如果收不住的话 344 00:13:41,669 --> 00:13:45,200 止损也可以在395这一带啊 345 00:13:45,200 --> 00:13:46,480 要应对的 346 00:13:46,480 --> 00:13:48,068 对不对 347 00:13:48,509 --> 00:13:51,288 你看我们之前画了一个止损位哈 348 00:13:51,288 --> 00:13:53,240 那如果掉下来可以适当减持 349 00:13:53,240 --> 00:13:55,340 但如果明天再拉上去呢 350 00:13:55,340 --> 00:13:57,360 那就要看一看震荡的情况了哈 351 00:13:57,360 --> 00:13:58,440 如果再往下掉的话 352 00:13:58,440 --> 00:13:59,279 也可以减持啊 353 00:13:59,279 --> 00:14:00,919 应对深一点的回撤 354 00:14:00,919 --> 00:14:02,879 说阻力区一定会突破成功吗 355 00:14:02,879 --> 00:14:03,919 这个不一定哈 356 00:14:03,919 --> 00:14:07,980 嗯就像智商税也不一定会向下突破成功一样啊 357 00:14:07,980 --> 00:14:11,700 啊基本上啊向上突破成功的概率会降低啊 358 00:14:11,700 --> 00:14:13,620 因为涨的太快了啊 359 00:14:13,620 --> 00:14:18,179 他需要洗盘降低并不代表着概率是零 360 00:14:18,450 --> 00:14:21,490 那么半导体行业整体也是有回调的一个需求 361 00:14:21,490 --> 00:14:22,769 注意还是回调啊 362 00:14:22,769 --> 00:14:24,470 而不是反转为熊市 363 00:14:24,470 --> 00:14:26,070 大家也可以定一个止损点 364 00:14:26,070 --> 00:14:27,610 比如说这里15分钟图啊 365 00:14:27,610 --> 00:14:29,659 哎再往下掉可以减减仓 366 00:14:29,659 --> 00:14:31,639 看看震荡的情况是吧 367 00:14:31,639 --> 00:14:32,860 那如果不掉呢 368 00:14:32,860 --> 00:14:35,830 不掉就不要不要减持了哈 369 00:14:36,110 --> 00:14:38,090 好这是今天的情况哈 370 00:14:38,090 --> 00:14:40,549 也欢迎大家去看我们的会员视频 371 00:14:40,549 --> 00:14:42,649 我们稍后再继续录制哈 372 00:14:42,649 --> 00:14:43,419 拜拜
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