【视野环球财经】20260424美股 NVDA收盘新高！TSM多头基金憋坏了！ MSFT、AMD、LLY、TSLA！充满变数的周末！

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大家好

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欢迎回到视野

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环球财经

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我是RINO

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现在是美东时间26年4月24号

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周五晚上的5.35分

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哎呀今天这个节目还是稍微录晚了一点啊

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昨天说今天要六点之前上传节目

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估计等我录完之后再上传

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可能会晚几分钟哈

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呃请大家包涵好

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呃

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我们说一下市场啊

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今天这个市场呢呃我不知道大家什么感受啊

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总体来讲呢

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如果你的持仓集中在半导体科技股上

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你会觉得非常的舒服

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如果你是集中在其他的一些周期股

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传统股票上啊

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今天感觉呢看着别人干涨呢

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自己的股票还下跌

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心里边肯定不是太好受

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那么今天这个市场呢是继续追逐科技股啊

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那只是大涨了近2%

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标普上涨了0.8%

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但是标普平权指数却下跌了0.2%

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标普500指数成份股

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上涨的个股数量只有177只

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下跌的高达324只

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说明什么呢

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说明啊这个市场的焦点仍旧是业绩强势主题

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受到中东影响较小的主题

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比如像费城半导体指数

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他这个拉升的斜率非常的变态啊

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已经是来到了历史上最超买的水平啊

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从ISI的结构上最超卖呃

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已经达到了日线级别的97了

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已经是18连涨

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所以呢大盘呐看上去好像涨得还挺不错的

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但实际上只是少数权重股

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部分板块的表演

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像什么非科技传统股票占比较大的道指啊

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它下跌的个股数量是18只

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上涨的只有12只啊

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科技股基本上你看都在涨

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但是非科技股啊

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其他什么工业啊

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医药啊等等啊

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其他的都是在消费品啊

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都在跌对吧

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所以呢市场这个分化看得非常的清楚好

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咱们还是把消息过一下啊

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然后今天的重点和大家讲几只个股的情况好

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我们看下今天的消息呃

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今天的消息面上呢是有报道称啊

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伊朗和美国可能会在这个周日进行会谈

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但是这个前提呢是伊朗和巴基斯坦的会谈之后

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那么美国呢将派维特科夫和库什纳

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前往伊斯兰堡与伊朗进行会谈

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伊朗外长也已经抵达了伊斯兰堡啊

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但是他否主任已经安排与美国会谈

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简单讲呢就是他要与中间人先谈好

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才和美国接触

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那么这个就很有趣了啊

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万斯似乎不准备去

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嘿嘿为什么要提这件事呢

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因为伊朗方面曾经说过啊

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如果万斯不参加

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他们就不会达成协议

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那么美国明知道对方提了这个要求

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还故意让万斯不去

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同时呢第三艘航母已经部署到中东

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那么美国派遣一个伊朗不想谈判的代表团

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去参加谈判

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难道在等伊朗拒绝吗

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所以啊这个周末充满变数的周末啊

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会有一些变化可能会发生

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我个人呢当然还是希望事态朝着好的方向发展

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但很明显这个谈判的架势看起来呢

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呃不能说是完全一帆风顺吧

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啊希望在最后一刻啊

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巴基斯坦的斡旋在中间

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能够让双方都能够至少坐到桌面上啊

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别还没有坐下来

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大家呢就先自己直接回家了啊

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那这个就麻烦了

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下个星期又不好看了

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好另外呢美联储的消息方面也和大家过一下呃

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今天美联储的消息呢是检察官皮罗啊

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沃时会迅速获得确认

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那么鲍威尔的任期是在5月15号到期啊

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因为之前因为这个事儿拖着

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所以参议员蒂利斯说

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如果不撤销刑事指控

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他就不会允许提名

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那现在呢把他撤销了

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那沃什呢就能够成功的上任

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好这个是美联储

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然后我们再看一下经济数据啊

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然后就讲解今天的个股

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今天的经济数据呢主要是美国4月的密歇根大

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学消费者信心指数的终止

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那么这个值呢是从47.6

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上升到了49.8

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但是低于3月份的53.3

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那么市场状况指数呢是从初值的50.1

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上升到了52.5

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低于3月份的55.8

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预期指数呢是48.1

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低于初值46.1和3月份的51.7

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一年期的通胀呢是从4.8降到了4.7

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但是仍高于上个月的百分之呃

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这个3.85到10年的通胀预期

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从3.4小幅上升到了3.5啊

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再次高于上个月的3.2%

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所以呢大家对于通胀的状况呢

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看法还是正在攀升

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好额

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那接下来的时间

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我们就开始讲解今天的一些个股啊

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呃首先说一下这个AMD呃

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AMD呢今天是大涨13.9%啊

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它呢是已经来到了348

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也就是呢接近350块钱

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已经是来到了我的目标价格区间

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那么后面的走势呢

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就是

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由于今天啊

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他是一个非常大的成交量的一个中长阳线啊

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所以这种情况仍旧是一个强势表现

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那么在这种情况下

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后面预计还会有一定的动能

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后面等一个放量的止跌形态的确认啊

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那我呢就会先行离场啊

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因为现在我的仓位已经不多啊

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所以呢我就全部获利清仓离场

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那么大家依旧看好长线的啊

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不必抄我作业

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我离场的最大理由已经讲的很清楚了

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我的仓位过于集中了啊

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在同类型的板块身上

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那么市场对它的预期各不一样

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目前呃总的来讲从30~40倍

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当前财年和下个财年来讲

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下个财年的上限是297哦

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397啊

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本财年是263

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所以现在呢347仍旧是下个财年的

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中指位置是比较合理的啊

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没有什么太大的问题好吧

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那么还是有机会继续往上走

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走到什么400

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如果你放得更久

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你想放到什么

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2028年去看一看能不能实现公司的目标

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那么公司给出来的前瞻的EPS呢

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预计按照这个去测算

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有机会达到600~800的这个位置啊

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按照华尔街的测算呢

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大概是300多到五呃

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400多

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那么目前呢我是给了一个比较高的

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大概27年12月的前瞻

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估值上限在397啊

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这是按照30~40倍的高增长

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好这个得讲清楚了啊

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后面的这个什么时候出形态

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我并不知道啊

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所以随时都有可能呃

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然后我们来看一下英伟达

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好英伟达呢今天是呃成功站上了208块钱

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208

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什么位置呢

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我们之前写过是最后在前高

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也就是最高点的212

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之前的最后一个压力

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但实际上今天的收盘价已经是创下了历史新高

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收盘价啊

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尽管盘中最高是212

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但是收盘价是已经新高

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加上呢今天也是一个非常明显的放量对吧

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这是也是一个这个中长的大阳线嘛

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这种情况强势表现代表呢往上更进一层楼

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推了一步

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自从上次在突破之后啊

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慢慢往上走了之后

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连呃横了差不多一个多星期

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那么现在又再次启动

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这是个好迹象啊

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尽管它的市值比较大啊

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可能需要推动的资金量也比较大额

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但是呢方向上没什么问题啊

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仍旧是一个慢牛走势

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上方没有任何的压力

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只有空气啊

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没有天花板呃

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这种走势呢他如果后面突然加速啊

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啊我也很乐于看到啊

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尽管我说它是一个慢牛走势

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但它真的要是每天都能涨个三四个点

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三四个点

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那我也乐于看到嘛

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毕竟他是我的第二大持仓啊

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现在我的第一大持仓是微软

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好额

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这里我正好也给大家看一下啊

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目前我的微软是第一大持仓

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然后英伟达是第二大持仓

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然后呢再讲一下我的第三大持仓台积电

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台积电今天也是被买爆

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直接呢今天是破顶了啊

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大家看到没有

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今天破顶了

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跳空破顶

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这是个明显的叫做突破

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这种突破的情况为什么会发生啊

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很多朋友我不知道大家看没看新闻

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其实呢今天有一个非常明确的利好啊

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非常明确的利好

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今天呢呃在这个其实是呃

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放宽了对单一股票基金持仓的限制

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那么原来的限制呢是

223
00:09:37,159 --> 00:09:40,818
股票型基金和主动式的这个ETF

224
00:09:40,818 --> 00:09:42,318
投资单一股票

225
00:09:42,318 --> 00:09:47,178
不得超过基金净资产价值的10%啊

226
00:09:47,178 --> 00:09:49,289
这个呢也叫做台积电条款

227
00:09:49,289 --> 00:09:51,730
现在呢这个规则被放松了

228
00:09:51,730 --> 00:09:56,669
那么新规则呢是对于在台湾证交所上市

229
00:09:56,669 --> 00:09:59,529
权重超过10%的公司

230
00:09:59,529 --> 00:10:01,919
那目前呢是这个只有台积电啊

231
00:10:01,919 --> 00:10:04,360
因为台积电权重占到了44%左右

232
00:10:04,360 --> 00:10:05,159
在台股

233
00:10:05,159 --> 00:10:09,960
那么持仓的上限放宽到了25%啊

234
00:10:09,960 --> 00:10:11,059
当然这个25%

235
00:10:11,059 --> 00:10:16,149
包括股票和它相关的债券都算上啊

236
00:10:16,149 --> 00:10:18,318
就是和这支股票相关的债券都算上

237
00:10:18,318 --> 00:10:20,458
总计不超过25%

238
00:10:20,458 --> 00:10:22,158
那相当于原来是最多10%

239
00:10:22,158 --> 00:10:24,239
现在一下变成25%了对吧

240
00:10:24,239 --> 00:10:26,779
15%的仓位可以加了呀

241
00:10:26,779 --> 00:10:31,039
所以这个条款是今天生效啊

242
00:10:31,039 --> 00:10:35,389
就是今天呃就是在呃台湾是24号啊

243
00:10:35,389 --> 00:10:36,169
就是24号

244
00:10:36,169 --> 00:10:38,340
台湾就是周五嘛是生效

245
00:10:38,340 --> 00:10:41,860
所以呢台积电被买爆了啊

246
00:10:41,860 --> 00:10:46,429
尽管台积电呢在这个美股市场呢是ADR啊

247
00:10:46,429 --> 00:10:48,009
但实际上是联动的嘛

248
00:10:48,009 --> 00:10:50,210
所以好资产值得拥有啊

249
00:10:50,210 --> 00:10:54,309
这个就是推动台积电股价飙升最大的理由

250
00:10:54,309 --> 00:10:56,149
那么既然多头基金憋坏了

251
00:10:56,149 --> 00:10:57,070
现在放松限制了

252
00:10:57,070 --> 00:10:57,769
他们就买呗

253
00:10:57,769 --> 00:10:59,110
他们买为什么买呢

254
00:10:59,110 --> 00:11:01,809
因为确实是嘶呃业绩好啊

255
00:11:01,809 --> 00:11:05,690
再加上本身它现在的价格也算是合理的吧

256
00:11:05,690 --> 00:11:07,159
才400块钱左右

257
00:11:07,159 --> 00:11:09,620
那27年前端估值上限是516

258
00:11:09,620 --> 00:11:10,679
中位398

259
00:11:10,679 --> 00:11:12,000
刚刚到中位水平啊

260
00:11:12,000 --> 00:11:14,318
所以呢仍旧是合理的价位啊

261
00:11:14,318 --> 00:11:19,198
所以他呢后面我是继续持有不动待涨啊

262
00:11:19,198 --> 00:11:22,240
这是目前我的第三大持仓

263
00:11:22,720 --> 00:11:24,799
好讲完了第三大呢

264
00:11:24,799 --> 00:11:28,600
接下来我来讲一讲第一大持仓微软

265
00:11:28,929 --> 00:11:33,669
微软呢要给大家泼一点点小凉水啊

266
00:11:33,669 --> 00:11:36,350
不是不是说很很那什么的凉水啊

267
00:11:36,350 --> 00:11:38,360
这是要跟大家讲清楚

268
00:11:38,360 --> 00:11:40,679
尽管今天涨了两个点

269
00:11:40,679 --> 00:11:43,799
但很明显缩量上涨对吧

270
00:11:43,799 --> 00:11:48,629
这种情况呢它其实是属于一些呃呃比较被动的

271
00:11:48,629 --> 00:11:51,750
或者说是主动买盘的力量并不强

272
00:11:51,750 --> 00:11:52,950
我在这里讲

273
00:11:52,950 --> 00:11:56,509
他是想我要提醒一下大家

274
00:11:57,039 --> 00:11:58,019
微软啊

275
00:11:58,019 --> 00:12:01,039
在ISI的日线级别上

276
00:12:01,039 --> 00:12:05,679
之前我们说的这个顶背离他还没有修复啊

277
00:12:05,679 --> 00:12:09,220
在23号周四那天下跌了3.97

278
00:12:09,220 --> 00:12:12,539
但是差一点点没有修复

279
00:12:12,539 --> 00:12:15,289
因为他这个地方实际上多跌

280
00:12:15,289 --> 00:12:17,090
大概零点几就能修复

281
00:12:17,090 --> 00:12:18,190
但是没有

282
00:12:18,190 --> 00:12:19,269
很可惜

283
00:12:19,269 --> 00:12:21,669
那么这种情况会发生什么

284
00:12:21,669 --> 00:12:22,730
没有修复

285
00:12:22,730 --> 00:12:28,580
就代表着即便后面再反弹上去还要回撤啊

286
00:12:28,580 --> 00:12:31,059
但是回撤的低点不一定比这一次要更低啊

287
00:12:31,059 --> 00:12:32,500
啊但是呢还有回撤

288
00:12:32,500 --> 00:12:33,879
如果它涨得足够高

289
00:12:33,879 --> 00:12:35,820
回撤呢这个低点就看不到

290
00:12:35,820 --> 00:12:36,519
反之呢

291
00:12:36,519 --> 00:12:39,659
如果这个地方都没有反弹太多就回撤

292
00:12:39,659 --> 00:12:42,860
那么要会比在这个呃

293
00:12:42,860 --> 00:12:44,659
就是我们看到的这个收盘价啊

294
00:12:44,659 --> 00:12:48,240
就是在4月23号的收盘价还要稍微的快

295
00:12:48,240 --> 00:12:49,419
要低一点点三

296
00:12:49,419 --> 00:12:51,019
那个收盘价是415啊

297
00:12:51,019 --> 00:12:52,500
这样才能完成一个修复啊

298
00:12:52,500 --> 00:12:54,370
所以看他拉高的情况

299
00:12:54,370 --> 00:12:55,809
能拉多高再跌

300
00:12:55,809 --> 00:12:57,889
还是说只拉高一点就跌啊

301
00:12:57,889 --> 00:12:59,769
这个后面的低点效果不一样啊

302
00:12:59,769 --> 00:13:01,090
但是呢结构没变化啊

303
00:13:01,090 --> 00:13:03,440
仍旧是一个上行结构啊

304
00:13:03,440 --> 00:13:05,559
这个看法没有变呃

305
00:13:05,559 --> 00:13:08,538
后面呢大概率呃比较难再看到跌

306
00:13:08,538 --> 00:13:11,419
戳额跌破前方的这个低点356啊

307
00:13:11,419 --> 00:13:14,019
所以大家还是应该要有一个仓位控制啊

308
00:13:14,019 --> 00:13:16,879
因为我是已经第一大持仓的仓位比较大了

309
00:13:16,879 --> 00:13:20,289
目前的持仓成本在251块左右

310
00:13:20,529 --> 00:13:22,610
好这个是微软呃

311
00:13:22,610 --> 00:13:26,850
大家讲这个的意思是不要期待它跑的太快啊

312
00:13:26,850 --> 00:13:29,809
他的爆发性还没有走出来

313
00:13:29,809 --> 00:13:31,629
还需要蓄力啊

314
00:13:31,629 --> 00:13:33,129
通过最近的成交量来看

315
00:13:33,129 --> 00:13:34,929
仍旧需要来蓄力啊

316
00:13:34,929 --> 00:13:35,950
这个力量不够

317
00:13:35,950 --> 00:13:38,299
它能够完成突破就不错了

318
00:13:38,299 --> 00:13:40,899
呃慢慢的随着200日均的下压

319
00:13:40,899 --> 00:13:42,779
他去蹭这个200日均

320
00:13:42,779 --> 00:13:45,019
然后呢慢慢的走上去啊

321
00:13:45,019 --> 00:13:46,659
这个可能是一个比较好的转折点

322
00:13:46,659 --> 00:13:48,700
到时候200日均走平拐头

323
00:13:48,700 --> 00:13:50,580
那那个时候爆发力才能出来啊

324
00:13:50,580 --> 00:13:51,799
现在慢慢来吧

325
00:13:51,799 --> 00:13:53,179
不要想的太快

326
00:13:53,179 --> 00:13:55,100
但他的目标是500以上啊

327
00:13:55,100 --> 00:13:58,129
这个是没什么问题好

328
00:13:58,129 --> 00:13:59,490
这个是微软

329
00:13:59,490 --> 00:14:01,049
接下来呢讲一下

330
00:14:01,049 --> 00:14:03,169
我还有一个持仓特斯拉啊

331
00:14:03,169 --> 00:14:04,850
也给大家讲一下

332
00:14:06,019 --> 00:14:07,980
呃特斯拉的情况呢是

333
00:14:07,980 --> 00:14:10,899
目前今天呢也是一个成交量

334
00:14:10,899 --> 00:14:11,620
一个中性啊

335
00:14:11,620 --> 00:14:12,259
也不是很大

336
00:14:12,259 --> 00:14:12,820
也不是很小

337
00:14:12,820 --> 00:14:15,299
和平均成交量差不多略低一点

338
00:14:15,299 --> 00:14:17,120
连续两天的这个走势呢

339
00:14:17,120 --> 00:14:18,860
这都是一些期权平仓走势了

340
00:14:18,860 --> 00:14:19,679
我个人认为啊

341
00:14:19,679 --> 00:14:22,620
我个人认为这都是属于期权平仓走势呃

342
00:14:22,620 --> 00:14:25,590
就是财报之后有一些混乱

343
00:14:25,590 --> 00:14:27,870
期权呢大家平平仓对吧

344
00:14:27,870 --> 00:14:29,659
重新展展期挪挪仓

345
00:14:29,659 --> 00:14:32,139
重新想一下后面怎么去布局他的策略

346
00:14:32,139 --> 00:14:33,759
因为他的位置太中性了

347
00:14:33,759 --> 00:14:36,299
现在三百七十六三百八十块钱对吧

348
00:14:36,299 --> 00:14:37,908
不上不下啊

349
00:14:37,908 --> 00:14:38,828
就这么个位置上

350
00:14:38,828 --> 00:14:40,048
正好在中间

351
00:14:40,048 --> 00:14:41,489
所以呢你坐哪头

352
00:14:41,489 --> 00:14:42,729
现在都比较麻烦

353
00:14:42,729 --> 00:14:44,889
这个就是特斯拉目前的一个状态啊

354
00:14:44,889 --> 00:14:47,669
所以他还需要一点时间的去磨一下

355
00:14:47,669 --> 00:14:50,210
因为资金还需要重新的调整调整

356
00:14:50,210 --> 00:14:52,830
毕竟最近的市场热点在哪里啊

357
00:14:52,830 --> 00:14:54,509
都在半导体嘛是吧

358
00:14:54,509 --> 00:14:56,350
这个市场就是一轮一轮的啊

359
00:14:56,350 --> 00:14:57,230
大家要记住

360
00:14:57,230 --> 00:14:59,230
我们之前从上个星期到这个星期

361
00:14:59,230 --> 00:15:00,559
一直在讲一件事

362
00:15:00,559 --> 00:15:02,580
市场不是不担心

363
00:15:02,580 --> 00:15:06,610
霍尔木兹海峡市场现在在炒强势板块

364
00:15:06,610 --> 00:15:10,190
热门题材炒的是短啊

365
00:15:10,190 --> 00:15:11,269
炒的是短

366
00:15:11,269 --> 00:15:14,490
所以呢当这些板块短炒完了

367
00:15:14,490 --> 00:15:15,970
能量耗尽的时候

368
00:15:15,970 --> 00:15:18,889
该下跌他们还会下跌的

369
00:15:18,889 --> 00:15:23,330
比如废办这个学率是不可维持的

370
00:15:23,330 --> 00:15:24,409
在历史上

371
00:15:24,409 --> 00:15:27,789
任何尽管他的这个ISI是最高的一次

372
00:15:27,789 --> 00:15:30,350
但是呢即便在以前历史上

373
00:15:30,350 --> 00:15:32,370
没有比这么高的ISI的情况下

374
00:15:32,370 --> 00:15:33,830
也有不错的回撤

375
00:15:33,830 --> 00:15:36,980
所以大家不要认为会一直这么涨下去啊

376
00:15:36,980 --> 00:15:38,120
那这个变成什么了

377
00:15:38,120 --> 00:15:40,489
变成这资金盘了是吧

378
00:15:40,489 --> 00:15:42,469
这个这种像这种涨幅

379
00:15:42,469 --> 00:15:44,188
大家在什么东西上看到过

380
00:15:44,188 --> 00:15:45,789
不知道大家有没有接触过啊

381
00:15:45,789 --> 00:15:49,529
有的资金盘资金盘的链上的资金盘

382
00:15:49,529 --> 00:15:52,590
外围的盘子或者叫装控

383
00:15:52,590 --> 00:15:55,850
装控的那种盘子就是不和呃

384
00:15:55,850 --> 00:15:57,190
数据联通的盘子

385
00:15:57,190 --> 00:15:58,750
后台可以调的数据的

386
00:15:58,750 --> 00:16:00,590
在那种东西上才能看得到啊

387
00:16:00,590 --> 00:16:04,450
那这种情况在这个美股市场上是比较罕见的啊

388
00:16:04,450 --> 00:16:05,269
这种情况

389
00:16:05,269 --> 00:16:09,110
这意味着呢上去还会有下来的时候的啊

390
00:16:09,110 --> 00:16:10,809
所以呢市场的强势

391
00:16:10,809 --> 00:16:13,080
这是一个额短期的

392
00:16:13,080 --> 00:16:16,179
一个资金的这么一个效应而已

393
00:16:16,179 --> 00:16:18,339
它不是一个长期行为

394
00:16:18,658 --> 00:16:19,558
好额

395
00:16:19,558 --> 00:16:23,019
然后我们再说另外一个股票啊

396
00:16:23,019 --> 00:16:24,219
大家也问的多一点

397
00:16:24,219 --> 00:16:25,359
我跟大家讲一下

398
00:16:25,359 --> 00:16:26,658
你来

399
00:16:29,299 --> 00:16:32,980
好李莱呢最近呢主要是受到消息面对吧

400
00:16:32,980 --> 00:16:36,759
和这个NVO这边关于口服减肥药的效果

401
00:16:36,759 --> 00:16:37,909
谁好谁坏呢

402
00:16:37,909 --> 00:16:38,909
目前看起来呢

403
00:16:38,909 --> 00:16:42,460
你来这边呢是略微有一些利空的消息出来

404
00:16:42,460 --> 00:16:43,580
那么他的问题呢

405
00:16:43,580 --> 00:16:45,100
我们之前给大家讲过

406
00:16:45,100 --> 00:16:48,059
30~40倍是一个高倍增长

407
00:16:48,059 --> 00:16:50,279
基于它的高增速

408
00:16:50,279 --> 00:16:52,500
一旦增速有下滑

409
00:16:52,500 --> 00:16:56,068
那么它呢是有下调空间的

410
00:16:56,068 --> 00:16:57,948
如果你想要安全一点

411
00:16:57,948 --> 00:17:01,009
就把你的这个位置呢调成20倍

412
00:17:01,009 --> 00:17:02,860
作为你的下限呃

413
00:17:02,860 --> 00:17:03,799
20倍什么意思呢

414
00:17:03,799 --> 00:17:07,319
就是把这个1000块钱大概要下调30%

415
00:17:07,319 --> 00:17:08,969
就是700左右

416
00:17:08,969 --> 00:17:11,489
作为你的前瞻估值的下限

417
00:17:11,489 --> 00:17:12,909
它是安全的

418
00:17:12,909 --> 00:17:16,609
相对来讲就比高位去追呢要好一点点

419
00:17:16,609 --> 00:17:18,150
那么这个就意味着呢

420
00:17:18,150 --> 00:17:20,410
同时结合着下方的技术面

421
00:17:20,410 --> 00:17:22,979
下方这里有三个强支撑

422
00:17:22,979 --> 00:17:25,919
特别是710~778的这个位置

423
00:17:25,919 --> 00:17:27,939
这个地方大家如果仔细看一下

424
00:17:27,939 --> 00:17:29,559
也是上一次

425
00:17:29,559 --> 00:17:31,259
这是呃这个地方啊

426
00:17:31,259 --> 00:17:33,670
就是我们说这个地方当时下去以后

427
00:17:33,670 --> 00:17:36,230
上来的地方在这里曾经盘整过一次

428
00:17:36,230 --> 00:17:36,829
然后启动

429
00:17:36,829 --> 00:17:37,250
对不对

430
00:17:37,250 --> 00:17:40,259
也是这个710到七百七十八一一一波拉升

431
00:17:40,259 --> 00:17:41,720
这一次呢慢慢走走走

432
00:17:41,720 --> 00:17:43,119
似乎要走回来了

433
00:17:43,119 --> 00:17:45,779
所以大家还是要关注这个地方啊

434
00:17:45,779 --> 00:17:49,930
就是从710~840就到900之间吧

435
00:17:49,930 --> 00:17:54,789
这个区间这是一个即便估值潜在倍数下调

436
00:17:54,789 --> 00:17:56,849
它也应该有的价格

437
00:17:56,849 --> 00:17:58,650
再往下低于700就低估了

438
00:17:58,650 --> 00:17:59,930
那低估了对于他来讲

439
00:17:59,930 --> 00:18:01,529
业绩没有理由低估那么多嘛

440
00:18:01,529 --> 00:18:02,849
他没有明显利空啊

441
00:18:02,849 --> 00:18:04,759
业绩增速仍旧非常的快

442
00:18:04,759 --> 00:18:06,839
所以呢这一波如果你想长线的

443
00:18:06,839 --> 00:18:07,680
上次没有上车

444
00:18:07,680 --> 00:18:11,239
想长线的这一波你从900块钱开始对吧

445
00:18:11,239 --> 00:18:13,318
往下你都可以想一想

446
00:18:13,318 --> 00:18:15,159
如果看到好的形态

447
00:18:15,159 --> 00:18:16,419
你要不要做它啊

448
00:18:16,419 --> 00:18:19,628
这是李来的状况好

449
00:18:19,628 --> 00:18:21,709
这个呢就是今天啊带给大家

450
00:18:21,709 --> 00:18:24,950
关于这个市场的一些内容的更新呃

451
00:18:24,950 --> 00:18:26,430
其他的我们就不多讲了啊

452
00:18:26,430 --> 00:18:28,109
今天我因为还有一点事情啊

453
00:18:28,109 --> 00:18:30,440
所以今天更新的比较早呃

454
00:18:30,440 --> 00:18:32,619
希望呢大家在看完之后呢

455
00:18:32,619 --> 00:18:34,730
还是多多帮忙点点赞啊

456
00:18:34,730 --> 00:18:38,089
另外呢就是到了这个周末的时候啊

457
00:18:38,089 --> 00:18:40,839
我们我们我们因为还是有一些这个

458
00:18:40,839 --> 00:18:41,799
这个什么的呢

459
00:18:41,799 --> 00:18:43,240
这个会员节目吧

460
00:18:43,240 --> 00:18:46,779
我还是给大家呃这个呀不好意思啊

461
00:18:46,779 --> 00:18:48,500
跑哪去了呃

462
00:18:48,500 --> 00:18:49,940
给大家这个更新一下啊

463
00:18:49,940 --> 00:18:53,519
就是关于上周就这周的一些重要公司

464
00:18:53,519 --> 00:18:54,279
不是没讲完吗

465
00:18:54,279 --> 00:18:56,359
很多因为数据没有调整完毕啊

466
00:18:56,359 --> 00:18:57,720
所以本周的会员节目呢

467
00:18:57,720 --> 00:19:01,029
会把这些数据给大家做一个更新啊

468
00:19:01,029 --> 00:19:02,950
包括他们的支撑啊

469
00:19:02,950 --> 00:19:04,190
前瞻估值的情况

470
00:19:04,190 --> 00:19:07,750
因为有一些现在数据调整的大公司呢

471
00:19:07,750 --> 00:19:09,450
我会稍微的谨慎一点

472
00:19:09,450 --> 00:19:11,170
然后去多去呃

473
00:19:11,170 --> 00:19:14,519
把这个数据呃尽量的做的精确一点啊

474
00:19:14,519 --> 00:19:16,079
呃所以呢会慢一些

475
00:19:16,079 --> 00:19:17,859
像有一些我们平常原来的时候

476
00:19:17,859 --> 00:19:20,200
不是有一些公司在当天出完财报

477
00:19:20,200 --> 00:19:21,680
如果我看完了啊

478
00:19:21,680 --> 00:19:22,759
确实看的很清楚了

479
00:19:22,759 --> 00:19:23,880
我给大家当天更新

480
00:19:23,880 --> 00:19:26,259
如果确实是看不完太多了

481
00:19:26,259 --> 00:19:27,900
然后又有一些比较重要的公司呢

482
00:19:27,900 --> 00:19:29,660
我就尽量稍微晚一点啊

483
00:19:29,660 --> 00:19:31,990
力求更加精准一些好

484
00:19:31,990 --> 00:19:33,970
然后呢如果到了周末的时候

485
00:19:33,970 --> 00:19:37,140
我们你加入了这个RANDO答疑的这个社区呢

486
00:19:37,140 --> 00:19:38,359
呃你还是可以看到

487
00:19:38,359 --> 00:19:40,240
社区里边会去更新一个帖子啊

488
00:19:40,240 --> 00:19:41,400
就是你有问题

489
00:19:41,400 --> 00:19:44,460
去找一个带有QA图片和标志的帖子

490
00:19:44,460 --> 00:19:46,759
有问题每天在里边提问啊

491
00:19:46,759 --> 00:19:48,579
然后呢我都会抽空回答

492
00:19:48,579 --> 00:19:50,140
周末的时候我会积压一下啊

493
00:19:50,140 --> 00:19:51,099
因为周末有时候

494
00:19:51,099 --> 00:19:54,318
我也有些自己个人的事情要办好

495
00:19:54,318 --> 00:19:57,319
额这个呢就是我们今天节目的全部内容啊

496
00:19:57,319 --> 00:20:00,240
如果你觉得我的节目确实对你有所帮助呢

497
00:20:00,240 --> 00:20:03,920
还是希望大家能够多多帮忙点赞评论转发哦

498
00:20:03,920 --> 00:20:05,869
还有一件事情我再次提醒大家

499
00:20:05,869 --> 00:20:07,630
昨天我们的节目里谈到

500
00:20:07,630 --> 00:20:11,190
关于下个星期养老金要这个呃

501
00:20:11,190 --> 00:20:12,429
再平衡出售股票

502
00:20:12,429 --> 00:20:14,989
他们呢是主要作为主要的卖方对吧

503
00:20:14,989 --> 00:20:16,989
股票的卖方要卖200多亿

504
00:20:16,989 --> 00:20:20,480
还有一个呢本来原来的买方CCTA这边呢

505
00:20:20,480 --> 00:20:24,039
他们下个星期几乎呢买盘非常的少

506
00:20:24,039 --> 00:20:25,700
处于一个停滞状态啊

507
00:20:25,700 --> 00:20:28,680
几乎有是有还是买为还是买啊

508
00:20:28,680 --> 00:20:30,039
但是买的非常的少

509
00:20:30,039 --> 00:20:32,440
和上星期和这星期的几百亿相比

510
00:20:32,440 --> 00:20:33,638
他就买几个亿

511
00:20:33,638 --> 00:20:37,118
那几个亿在美股市场基基本上等于没有嘛对吧

512
00:20:37,118 --> 00:20:40,118
所以呢他们那边一边是买方力量减弱

513
00:20:40,118 --> 00:20:45,250
一边呢是这个呃卖方的养老金这边会增加抛压

514
00:20:45,250 --> 00:20:47,769
他就在资金流上是一个弱势啊

515
00:20:47,769 --> 00:20:49,609
但是这个不代表一定要跌嘛对吧

516
00:20:49,609 --> 00:20:51,390
因为如果你的买盘力量更强

517
00:20:51,390 --> 00:20:51,970
打个比方

518
00:20:51,970 --> 00:20:54,740
周末双方谈成了对吧

519
00:20:54,740 --> 00:20:56,400
不仅科技股嗯

520
00:20:56,400 --> 00:20:57,319
这个挺住了

521
00:20:57,319 --> 00:20:59,359
下个星期周期股也起来了对吧

522
00:20:59,359 --> 00:21:01,349
因为如果大家谈好了呃

523
00:21:01,349 --> 00:21:03,569
霍尔木兹海峡有一个开放时间表

524
00:21:03,569 --> 00:21:05,230
那你说那些周期股

525
00:21:05,230 --> 00:21:07,509
受到原油影响的那些股票会不会涨呢

526
00:21:07,509 --> 00:21:08,970
也有可能会涨了对吧

527
00:21:08,970 --> 00:21:11,279
所以这个我们还是要跟消息啊

528
00:21:11,279 --> 00:21:14,059
尽管资金流下个星期不是很有利

529
00:21:14,059 --> 00:21:16,279
但不是说必跌好吧

530
00:21:16,279 --> 00:21:17,359
我们当然这个东西呢

531
00:21:17,359 --> 00:21:19,680
它跟着很多的消息面来的嘛

532
00:21:19,680 --> 00:21:23,210
呃所以大家自行去跟一下周末的情况

533
00:21:23,210 --> 00:21:25,410
同时呢下个星期咱们节目也是照常更新啊

534
00:21:25,410 --> 00:21:26,730
都会一直给大家呃

535
00:21:26,730 --> 00:21:29,809
每天去追一下市场发生了一些变化

536
00:21:29,809 --> 00:21:31,650
特别是资金层面的东西

537
00:21:31,650 --> 00:21:34,349
好这个呢就是咱们今天节目的全部内容

538
00:21:34,349 --> 00:21:35,970
祝大家周末愉快

539
00:21:35,970 --> 00:21:36,670
多多点赞

540
00:21:36,670 --> 00:21:37,450
谢谢大家啊

541
00:21:37,450 --> 00:21:38,970
那我们今天到这

542
00:21:38,970 --> 00:21:41,940
下周同一时间不见不散

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