【NaNa说美股】20260504美国队长抢滩行动失败！

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大家好

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欢迎回到娜娜说美股

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今天是5月4号

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周一

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由于美伊对峙

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在霍尔木兹海峡呢发生了一点小摩擦

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伊朗再次袭击阿联酋市场小幅震荡

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纳指和标普只是象征性的小幅下挫

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道指经不起折腾

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跌幅的较重

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不同期限的美债收益率全线起飞

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对周期股的负面影响最大

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因为科技股有AI蓄势

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支撑着企业盈利

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增长呢也基本全靠科技与能源板块推动

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油价又上下乱窜了

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据伊朗官方媒体报道称

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一艘美国军舰在川普宣布启动

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带好自由计划的引导行动后

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试图接近并进入霍尔木兹海峡州

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伊朗发射两枚导弹

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击中逼退

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伊朗国家电视台援引伊朗海军表示

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这次的行动

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成功阻止了美军舰进入相关海峡领域

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并称伊朗曾试图通过向商船开火进行干扰

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但是没能成功

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美方已经消灭了六艘

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试图干扰商船航行的伊朗小型船

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只

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有两艘

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悬挂美国旗帜的船只已经安全通过了该水域

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责任就是现在双方各执一词

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都驳斥对方的说法

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与此同时

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伊朗伊斯兰革命卫队海军

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正式发布了一份海峡新管控地图

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警告将会拦截所有违规船只

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并且呢计划立法加强海峡控制

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这一次导弹事件

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是伊朗迄今对美军最为直接的武力行动

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就自停火以来哈

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嗯标志着双方的紧张态势呢进一步升级

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也让市场对这个海峡局势

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能否在短期内得到缓解的预期急剧降温了

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这个事件的导火索是川普昨天启动的自由计划

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川普昨天在社交媒体宣布

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将引导被困在霍尔木兹海峡的商船安全驶离

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呃并将此举呢定性为人道主义姿态

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同时警告

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若是这个行动遭到阻扰的话

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将会不得不以强硬的手段应对

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自2月底美伊对伊朗发动军事打击以来呢

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约1600艘商船滞留在海峡两侧

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过去五周内

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只有15艘船经嗯

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伊朗革命卫队控制的拉拉克岛通道通过

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每艘被收取了大约200万美元的通行费

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据媒体透露

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美国中央司令部司令在上个周四晚间

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向川普呢提交了一份更为激进的方案

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计划直接派遣海军嗯舰艇

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强行通过霍尔木兹海峡

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摧毁伊朗发射的任何导弹或者快艇

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并且在伊朗攻击海湾国家的时候

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全面恢复战争状态

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但是川普最终在最后时刻呢

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还是选择了相对克制的方案

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就是这个所谓的自由计划哈

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自由计划的核心并非是军舰护航

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而是一套协调机制

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涉及相关国家保险公司和航运组织

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主要工作是定位伊朗在海峡中部署的水雷

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并且呢向过境船只传递安全航路信息

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尽管如此

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美国中央司令部仍为行动配备了一点

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5万名军人

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导弹驱逐舰和超过百架军机以及无人机

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但是商船也照样不敢冒险啊

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对于这个所谓的引导行动

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华尔街策略师呢原本是给出了四种情景推演的

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一嗯

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美军引导船只成功驶出

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这个伊朗呢按兵不动

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大家各回各家

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危机结束

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二伊朗开火

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但是被美军反杀

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所以这危机呢也是圆满谢幕

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呃

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三商船不幸中弹或者触水雷爆炸了

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火光冲天

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画面一经转播

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那就变成美国的政治灾难

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因为是你美国怂恿这些商船冒险的嘛

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如果是美国的军舰被揍了

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那就更麻烦了哈

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呃第四那就是美国光说不练

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只停留在口头阶段

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行动迟迟不落地

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因为其他的那些商船或者是那些保险公司

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或者其他国家不配合

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目前来看

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这个局面呢尴尬的卡在了二和三之间

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海峡的僵局基本维持原状

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后面进展不明

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可能还会有零星的一些摩擦哈

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就在双方拉扯之际

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阿联酋的防空警报时隔一个月后再度响起

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伊朗往阿联酋扔了四枚巡航导弹

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其中三枚在阿联酋领海上空被成功拦截

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另外伊美呢坠入了海中

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除了导弹之外

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所以市场指望中东局势短期缓解的幻想泡汤了

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但是既然目前还没有真正大打出手

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所以美股也没怎么恐慌

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波动率指数VIX虽然走高

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但仍低于20

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如果后面伊朗真的再给邻居们

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搞一场盛大的群发烟花秀

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或者打中了美国军舰

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那个时候市场才会真的虎躯一震

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现阶段

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美股的新司仍集中在强劲的企业盈利数据上

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纳驰100今天虽然小幅回落

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但日K呢仍然稳稳的踩在5日均线上方

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指数连续三周创历史新高

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对冲基金却在背后连续三周卖出科技股

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根据高盛主经纪业务数据

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这一波抛售强度已经达到了历史极端水平

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仅次于2021年初

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按照常理

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对冲基金狂甩这个科技股

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通常是市场风格轮动的预兆

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大家该去抱那些价值股的大腿了

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可是观察纳指100的走势哈

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完全没有看到这种影响是吧

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呃甚至今天道指跌的比纳指多多了

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因为在对冲基金大力抛售科技股之际呢

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其他交易员投资者不但不跑路

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还疯狂的扫货

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推动纳值100节节攀升

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看涨期权交易量远远高于看跌期权

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因为这个市场呢不再害怕了哈

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甚至巴不得市场能跌两下

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给机会上车

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按照以往的经验

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如果科技股真的被这一帮对冲基金

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砸出一个坑来

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那么第二次反弹哈通常都是两个星期后

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而且通常会走得更高

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因为等那些量化基金清仓完毕

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需要重新建仓的时候

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资金就会像饿狼扑羊一样

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迅速扑回之前的领涨板块

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标普500指数

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上个周五收出这一根糟糕的避雷针之后哈

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本周出嗯如期借消息回落了

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但是呢日K仍处于5日与10日均线之上

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收盘不多不少

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刚刚好卡在7200点

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所以我们尚未确认这个短期顶部

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也就是说

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指数接下来仍有再次上攻

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7350点的这个可能性

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除非收盘跌破了10日均线

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那才有可能进一步回调到月均线

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目前月均线快达到7060

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这个此前的小平台支撑了

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如果伊朗和美国的局势没有进一步恶化的话

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呃那么嗯回调哈

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最多最多到这就会拉起来

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又重新走高去

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这个挑战7350点

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如果战争真的重启了

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就中东又打成一锅粥了

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那下面7000点

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这个关键位置就会受到市场的考验了

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后面局势到底如何演变

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我们无法预测哈

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我可能川普他自己也不知道

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但是本本周依然有众多明星科技股出财报

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其中周二盘前的SUPERF

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盘后的AMD光通信龙头LITE

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周三盘后c o h r arm呃UVIN

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周五的covive coin base等等

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都是吸引投资者关注的这个重要嗯

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热门股PLUNTI呢刚刚盘后公布财报了

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公司一季度业绩超预期

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营收16.3亿美元

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同比增长85%

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其中美国市场营收同比增长104%

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环比增长19%

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净利润为8.7亿美元

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净利润为53%

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公司还上调了全年营收指引

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至76.5亿到76.6亿美元

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公司原本预计是71.8亿到72亿美元

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所以呢股价盘后上涨了

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但是这个涨幅比较温和

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按照衍生品市场数据

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交易员预期

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股价在财报后的波动幅度在8%左右哈

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若是按照现在这个盘后的涨幅

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call与put扯都亏钱

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看明天盘前这个波动是不是会变大

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今天收盘

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股价较历史高点呢已回落了约30%

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但是近两年

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股价累计涨幅仍然高达550%

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只能说现在风口就不在这个帕兰提尔这一块

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上面有其他什么贯通性啊

213
00:09:44,090 --> 00:09:46,990
存储啊呃之类的哈

214
00:09:46,990 --> 00:09:50,740
所以呢PLUNTEER这个这么高的市盈率

215
00:09:50,740 --> 00:09:53,019
吸引力就没那么足了

216
00:09:53,019 --> 00:09:54,700
之前没有其他好的标的

217
00:09:54,700 --> 00:09:56,360
资金全往这一边跑

218
00:09:56,360 --> 00:09:57,779
那现在有其他更好的标的

219
00:09:57,779 --> 00:09:59,669
当然是往其他地方走了

220
00:09:59,669 --> 00:10:02,389
挪威邮轮今天盘前公布了财报

221
00:10:02,389 --> 00:10:04,549
公司一季度营收23.3亿美元

222
00:10:04,549 --> 00:10:05,990
同比增长9.5%

223
00:10:05,990 --> 00:10:08,659
但是略低于预期的23.6亿美元

224
00:10:08,659 --> 00:10:10,960
净利润1.05亿美元

225
00:10:10,960 --> 00:10:13,370
终于实现季度扭亏为盈

226
00:10:13,370 --> 00:10:13,669
额

227
00:10:13,669 --> 00:10:15,970
同比增长360%

228
00:10:15,970 --> 00:10:18,769
哈大超预期的4045万美元

229
00:10:18,769 --> 00:10:21,538
但是公司指引悲观

230
00:10:21,538 --> 00:10:25,418
将全年每股收益指引从原先2.38美元

231
00:10:25,418 --> 00:10:29,210
大幅削减至1.45到1.79美元

232
00:10:29,210 --> 00:10:31,370
受中东地区冲突影响

233
00:10:31,370 --> 00:10:33,169
公司面临燃油费用上涨

234
00:10:33,169 --> 00:10:35,839
和市场需求疲软的双重压力

235
00:10:35,839 --> 00:10:40,019
尤其对欧洲航线的夏季预定造成了负面冲击

236
00:10:40,019 --> 00:10:42,230
而且复苏的前景有限

237
00:10:42,230 --> 00:10:44,029
另外呢管理层还承认了

238
00:10:44,029 --> 00:10:48,279
由于执行失误导致预定进度落后于目标公司

239
00:10:48,279 --> 00:10:50,960
目前总债务高达152亿美元

240
00:10:50,960 --> 00:10:53,059
净杠杆率为5.3倍

241
00:10:53,059 --> 00:10:54,960
债务水平仍然很高

242
00:10:54,960 --> 00:10:57,559
哈资产负债表的灵活性受限

243
00:10:57,559 --> 00:11:00,740
嗯华尔街认为在需求稳定之前

244
00:11:00,740 --> 00:11:04,320
鉴于预定可见性有限和执行差距

245
00:11:04,320 --> 00:11:06,620
风险呢仍然偏向下行

246
00:11:06,620 --> 00:11:09,740
股价在4月17号触及年线阻力后

247
00:11:09,740 --> 00:11:11,149
再次掉头下新

248
00:11:11,149 --> 00:11:12,590
三大邮轮股里面

249
00:11:12,590 --> 00:11:14,509
就他表现最拉胯了

250
00:11:14,509 --> 00:11:16,839
虽然另外两个最近走势也疲软

251
00:11:16,839 --> 00:11:19,719
数据中心概念股今天集体上涨

252
00:11:19,719 --> 00:11:23,839
NBSIRENCOVIV纷纷起飞

253
00:11:23,839 --> 00:11:26,470
哈NBIS股价呢创新高

254
00:11:26,470 --> 00:11:29,970
公司计划以6.43亿美元现金和A类股票

255
00:11:29,970 --> 00:11:34,539
收购一家做AI推理和优化技术的初创公司

256
00:11:34,539 --> 00:11:38,210
让自家的平台呢可以变得更快更省钱更好用

257
00:11:38,210 --> 00:11:41,350
预计这笔交易将会在未来几周内完成

258
00:11:41,350 --> 00:11:44,009
投资者觉得这笔收购是一个利好呃

259
00:11:44,009 --> 00:11:45,750
所以市场呢也是很买账

260
00:11:45,750 --> 00:11:50,370
AREN呢位于德州的1.4几瓦sweet water嗯

261
00:11:50,370 --> 00:11:53,639
一数据中心已经正式通电

262
00:11:53,639 --> 00:11:56,139
由于行业目前高度关注

263
00:11:56,139 --> 00:11:59,200
能够获取大规模电力容量的项目

264
00:11:59,200 --> 00:12:02,620
这个进展呢增强投资者对公司执行能力

265
00:12:02,620 --> 00:12:06,568
以及满足市场对AI计算资源需求能力的信心

266
00:12:06,568 --> 00:12:09,908
此外资金也是赶在财报前预热

267
00:12:09,908 --> 00:12:11,700
这进一步提振的市场情

268
00:12:11,700 --> 00:12:14,139
分析师普遍乐观的预期呢

269
00:12:14,139 --> 00:12:17,840
也支撑了这种财报之前的这种活跃的表现

270
00:12:17,840 --> 00:12:21,200
当前这个股票估值高度依赖于

271
00:12:21,200 --> 00:12:24,609
对未来AI数据中心增长的投机性预期哈

272
00:12:24,609 --> 00:12:25,548
与此同时

273
00:12:25,548 --> 00:12:28,688
由于建设阶段的大规模资本支出呢

274
00:12:28,688 --> 00:12:31,428
这公司也承受了严重的复制

275
00:12:31,428 --> 00:12:32,599
有现金流

276
00:12:32,599 --> 00:12:34,399
如果财报很利好的话

277
00:12:34,399 --> 00:12:39,120
公司有可能会借机宣布增发来融资扩张

278
00:12:39,120 --> 00:12:41,480
甲骨文这个废柴今天都立起来了

279
00:12:41,480 --> 00:12:44,179
重新站上了颈线和半年线

280
00:12:44,179 --> 00:12:46,609
技术面呢恢复了看涨信号

281
00:12:46,609 --> 00:12:50,980
后续有望去挑战年限大约二百十美元位置

282
00:12:50,980 --> 00:12:54,080
这一群小弟们最近烂得飞起

283
00:12:54,080 --> 00:12:57,440
可是老大哥英伟达呢却肾虚盗汗

284
00:12:57,440 --> 00:13:00,340
在没有任何具体利空的情况之下

285
00:13:00,340 --> 00:13:02,870
股价莫名其妙持续走低

286
00:13:02,870 --> 00:13:04,730
按他以前的套路来说

287
00:13:04,730 --> 00:13:08,279
当股价横盘整理了大半年突破后呢

288
00:13:08,279 --> 00:13:12,500
通常都会拉出一段非常强劲的主升浪行情哈

289
00:13:12,500 --> 00:13:15,690
可是这一次重新突破了200美元后

290
00:13:15,690 --> 00:13:17,850
没走多远就又掉下来了

291
00:13:19,990 --> 00:13:22,419
好不容易收盘前给拉回去

292
00:13:22,419 --> 00:13:25,500
如果后面能够守住月均线

293
00:13:25,500 --> 00:13:28,679
还是有希望回踩后再次拉出主升浪

294
00:13:28,679 --> 00:13:30,799
要是守不住月均线

295
00:13:30,799 --> 00:13:35,039
那就要跌回到原先的这个震荡区间了

296
00:13:35,039 --> 00:13:38,019
更糟糕的是可能还会形成M双头

297
00:13:38,019 --> 00:13:40,700
所以月均线哈非常关键

298
00:13:40,700 --> 00:13:43,419
比特币日内一度突破了8.1万美元

299
00:13:43,419 --> 00:13:45,039
为三个多月来首次

300
00:13:45,039 --> 00:13:47,259
在经历了疲软第一季度后呢

301
00:13:47,259 --> 00:13:49,078
资金流入再次激增

302
00:13:49,078 --> 00:13:51,438
4月份是一个明显的转折点

303
00:13:51,438 --> 00:13:54,519
超过19亿美元流入比特币现货ETF

304
00:13:54,519 --> 00:13:56,919
5月初也延续了这个趋势

305
00:13:56,919 --> 00:14:00,679
股票市场的丰富情绪正在外溢到币圈

306
00:14:00,679 --> 00:14:02,850
很多交易员们开始欢呼

307
00:14:02,850 --> 00:14:04,470
币圈熊市结束

308
00:14:04,470 --> 00:14:06,590
新一轮牛市正在开启

309
00:14:06,590 --> 00:14:10,250
可是这个价格连年限都没占上呢

310
00:14:10,250 --> 00:14:12,289
庆祝胜利还为时过早哈

311
00:14:12,289 --> 00:14:14,029
还是得走一步看一步

312
00:14:14,029 --> 00:14:15,070
不能呃

313
00:14:15,070 --> 00:14:15,730
太乐观

314
00:14:15,730 --> 00:14:17,330
现在市场变化太大了

315
00:14:17,330 --> 00:14:20,029
无论牛熊都要做好双手准备

316
00:14:20,029 --> 00:14:21,429
比特币今天走强

317
00:14:21,429 --> 00:14:24,690
也推动了美股加密货币概念股集体上涨

318
00:14:24,690 --> 00:14:27,669
加密货币交易所co贝斯转变了立场

319
00:14:27,669 --> 00:14:31,779
近日宣布支持这个CLARAT法案

320
00:14:31,779 --> 00:14:35,840
围绕稳定币收益条款的分歧已经达成了协议

321
00:14:35,840 --> 00:14:36,899
加密交易所呢

322
00:14:36,899 --> 00:14:40,279
可以向持有稳定币的用户发放奖励

323
00:14:40,279 --> 00:14:44,240
但是银行业争取到了对这个机制的更多限制

324
00:14:44,519 --> 00:14:45,659
这个妥协的达成

325
00:14:45,659 --> 00:14:48,480
为此前陷入了僵局的该法案

326
00:14:48,480 --> 00:14:52,200
在参议院银行委员会推进投票呢

327
00:14:52,200 --> 00:14:53,720
扫清了重要障碍

328
00:14:54,019 --> 00:14:56,159
circle更是原地起飞哈

329
00:14:56,159 --> 00:14:57,789
股价跳空大涨

330
00:14:59,750 --> 00:15:00,509
联合包裹

331
00:15:00,509 --> 00:15:05,250
UPS和联邦快递被同一个利空砸到了头上

332
00:15:05,250 --> 00:15:07,169
据华尔街日报报道

333
00:15:07,169 --> 00:15:09,370
亚马逊推出供应链服务

334
00:15:09,370 --> 00:15:14,739
面向各种类型和规模的企业开放提供货运分销

335
00:15:14,739 --> 00:15:16,870
履约包裹运输能力

336
00:15:16,870 --> 00:15:17,789
这标志着

337
00:15:17,789 --> 00:15:20,149
亚马逊正在从电商平台

338
00:15:20,149 --> 00:15:24,000
进一步升级为全链路供应链服务商

339
00:15:24,000 --> 00:15:25,120
与此同时

340
00:15:25,120 --> 00:15:26,779
中东局势推高油价

341
00:15:26,779 --> 00:15:28,059
运输成本上升

342
00:15:28,059 --> 00:15:32,039
本来已经迫使UPS和那个联邦快递

343
00:15:32,039 --> 00:15:34,639
上条附加费与运价了

344
00:15:34,639 --> 00:15:38,519
在电商加速重构行业格局的背景下

345
00:15:38,519 --> 00:15:39,679
亚马逊问啊

346
00:15:39,679 --> 00:15:42,820
这些电商巨头不仅掌握了订单入口

347
00:15:42,820 --> 00:15:45,259
还在疯狂自建物流体系

348
00:15:45,259 --> 00:15:47,049
直接就挤压了嗯

349
00:15:47,049 --> 00:15:50,210
UPS与联邦快递的生存空间

350
00:15:50,210 --> 00:15:53,809
这两家物流公司虽然目前还是赚钱的

351
00:15:53,809 --> 00:15:57,379
但是长期将自身定位为送包裹的

352
00:15:57,379 --> 00:16:00,600
专注于降低最后一公里成本

353
00:16:00,600 --> 00:16:04,089
反而呢被锁死在了这个价值链的底端

354
00:16:04,089 --> 00:16:06,068
利润越做越薄

355
00:16:06,068 --> 00:16:10,039
即便现在主动放弃低价轻小件

356
00:16:10,039 --> 00:16:12,899
转向那些高价值的大件运输

357
00:16:12,899 --> 00:16:16,159
也只是缓解而难以逆转趋势

358
00:16:16,159 --> 00:16:17,200
嗯对比之下

359
00:16:17,200 --> 00:16:21,419
亚马逊通过FBA把这个履约牢牢的抓在手里

360
00:16:21,419 --> 00:16:23,159
掌握订单与配送

361
00:16:23,159 --> 00:16:25,299
还顺带投资航空运力

362
00:16:25,299 --> 00:16:26,399
物流资产

363
00:16:26,399 --> 00:16:28,779
整个闭环是越做越强

364
00:16:28,779 --> 00:16:32,759
如果当年联邦快递把10亿美元投资于shopper

365
00:16:32,759 --> 00:16:37,200
而不是以48亿美元去收购欧洲的TN

366
00:16:37,200 --> 00:16:38,159
t express的话

367
00:16:38,159 --> 00:16:40,679
现在的战略地位可能就完全不同啦

368
00:16:40,679 --> 00:16:42,559
当初那一笔10亿美元投资

369
00:16:42,559 --> 00:16:45,339
今天价值就可以翻到500亿美元哈

370
00:16:45,339 --> 00:16:46,458
更重要的是

371
00:16:46,458 --> 00:16:48,649
除了丰厚的投资回报之外呢

372
00:16:48,649 --> 00:16:52,330
联邦快递本来可以成为数百万SUPERF卖家的

373
00:16:52,330 --> 00:16:54,250
核心配送合作伙伴的

374
00:16:54,250 --> 00:16:55,609
而不是美国邮政

375
00:16:55,609 --> 00:16:57,408
现在再去追已经晚了

376
00:16:57,408 --> 00:16:58,129
因为说PERFE

377
00:16:58,129 --> 00:17:01,409
现在的市值已经是联邦快递的两倍了

378
00:17:01,409 --> 00:17:05,249
现在呢只能够考虑入股或者绑定一下嗯

379
00:17:05,249 --> 00:17:09,888
A7这样的电商平台往交易和履约上游走一走

380
00:17:09,888 --> 00:17:13,019
否则继续只做这个送货小弟

381
00:17:13,019 --> 00:17:15,740
那未来可能真的就沦为平台体系

382
00:17:15,740 --> 00:17:19,078
打工人被边缘化几乎只是时间的问题

383
00:17:19,078 --> 00:17:20,778
EBAY股价上涨

384
00:17:20,778 --> 00:17:22,199
因为game stop提出

385
00:17:22,199 --> 00:17:25,038
以每股125美元的现金加股票

386
00:17:25,038 --> 00:17:26,700
方式收购EBAY

387
00:17:26,700 --> 00:17:29,740
学透了就是要打造游戏行业的亚马逊

388
00:17:29,740 --> 00:17:33,420
这个出价比EBAY上周五收盘价溢价多出

389
00:17:33,420 --> 00:17:34,589
20%

390
00:17:34,589 --> 00:17:35,809
game stop表示

391
00:17:35,809 --> 00:17:37,269
已经获得了道明银行

392
00:17:37,269 --> 00:17:40,829
出具的初步非约束性的高度确信函

393
00:17:40,829 --> 00:17:43,789
承诺提供大约200亿美元的债务融资

394
00:17:43,789 --> 00:17:46,509
并且承诺在交割后12个月内

395
00:17:46,509 --> 00:17:49,960
实现大约20亿美元的年度成本解约

396
00:17:49,960 --> 00:17:52,960
EBAY今天收盘价大约109美元

397
00:17:52,960 --> 00:17:56,359
仍然大幅低于收购要约价值

398
00:17:56,359 --> 00:17:59,660
这显示市场对这笔交易能否顺利完成

399
00:17:59,660 --> 00:18:01,019
持保留的态度

400
00:18:01,019 --> 00:18:04,299
因为game sub的市值才100多亿美元

401
00:18:04,299 --> 00:18:07,190
而EBAY市值为400多亿

402
00:18:07,190 --> 00:18:08,549
近500亿美元

403
00:18:08,549 --> 00:18:11,470
后者的规模大约为前者的四倍

404
00:18:11,470 --> 00:18:14,470
这个是典型的蛇吞象案例嘛

405
00:18:14,470 --> 00:18:18,138
难怪市场对这笔交易嗯持保留态度哈

406
00:18:18,138 --> 00:18:22,019
尽管game super账面持有大约90亿美元的现金

407
00:18:22,019 --> 00:18:24,699
并且呢已经在二级市场积累了一倍

408
00:18:24,699 --> 00:18:26,740
大约5%的股权嗯

409
00:18:26,740 --> 00:18:27,559
今年1月

410
00:18:27,559 --> 00:18:30,819
game stopper曾披露过一项薪酬方案

411
00:18:30,819 --> 00:18:35,480
若是CEO能将公司市值提升到1000亿美元

412
00:18:35,480 --> 00:18:39,490
它将获得超过1.7亿股的期权股利

413
00:18:39,490 --> 00:18:41,950
这要是给他完成收购了哈

414
00:18:41,950 --> 00:18:45,250
那不是直接就离目标更近一步了吗

415
00:18:45,250 --> 00:18:47,339
你想把公司市值做高

416
00:18:47,339 --> 00:18:51,200
不一定是花尽呃心思把业务做大做强

417
00:18:51,200 --> 00:18:54,240
直接用那个各种金融手段

418
00:18:54,240 --> 00:18:57,750
债务融资收购别的公司就可以了

419
00:18:57,750 --> 00:19:00,470
用收购者的钱去收购啊

420
00:19:00,470 --> 00:19:02,269
抬高这个公司市值

421
00:19:02,269 --> 00:19:06,339
然后自己就可以美滋滋的把钱装到自己兜里面

422
00:19:06,339 --> 00:19:07,299
可以的

423
00:19:07,299 --> 00:19:09,709
诺基亚也可以好好学一学啊

424
00:19:09,709 --> 00:19:11,709
改天也可以去收购苹果嘛

425
00:19:11,709 --> 00:19:15,329
game super股价今天日内就剧烈波动行

426
00:19:15,329 --> 00:19:17,230
今天我们就简单说到这里吧

427
00:19:17,230 --> 00:19:19,200
那我们明天见拜拜

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