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洛杉矶吴彦祖在线说股
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今天呢来跟大家说三只股票
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这三只股票都是基本面啊扎实
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非常的优质啊
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可以说是咱们美股当中啊所谓的大牛股
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那在前一阵子这个美伊冲突啊
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这波啊股市回调当中呢
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这三只股票都是曾经啊
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给了咱们这种上车买入的机会啊
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不知道大家抓住了没有
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当然了
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如果当时啊由于各种原因没有上去车啊
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错过了机会的话
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也不用担心
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那么接下来如果咱们啊美股啊
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再次出现这种啊回调啊
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不管是啊回撤或者是出现呃这个第二条腿
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那么这三只股票呢大家都啊盯紧了
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如果说啊再次出现这种美女
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回头给咱们股价打折的这种机会呢
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我觉得这三只股票啊都是可以去考虑啊
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直接上车开仓买入
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进行长期布局的
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那么咱们说正事之前呢
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依照国际惯例
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还是先来跟大家量账户
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今天美股还不错
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三大指数全部收绿
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我的账户呢上涨了2700多美金
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当前的账户总资产回到了27万以上
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今天我账户中值得表扬的一只股票是oracle
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甲骨文啊
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甲骨文今天啊暴涨百分之啊
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12点多
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这个势头啊应该是出现了这种short squeeze啊
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就是空头回补的这种啊现象啊
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那么不知道这个势头啊
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是不是能够继续延续下去啊
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希望呢能够这个空头回补的这波啊走势吧
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能够继续延续下去
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让我的这个甲骨文呃股票呢回本浮出水面
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本期视频由复读木木赞助播出
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我用的这款券商呢就是木木功能齐全
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非常的好用
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现在通过视频下方我的专属邀请链接
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进行开户的话
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可以享受非常超值的粉丝专属福利
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今天咱们要说的第一只股票呢
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就是MU美光科技
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那在之前呢
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咱很多朋友把mu这支股票
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当做一只单纯的半导体芯片股来看待
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后来呢在前一阵子有一段时间啊
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这个存储板块啊呃猛涨
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那这个MU美光科技
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大家发现存储板块涨了之后
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它跟着存储板块也在一直涨啊
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咱有些朋友就纳闷了
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说老李说这只股票什么情况
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怎么这么的牛啊
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这个芯片股涨的时候它跟着涨
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存储股涨的时候它也跟着涨
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这简直是各种Buff叠满了
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其实在这mu这支股票啊
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在咱们这个频道啊
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最近我也是经常的提起啊
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这支股票真的是非常的有吸引力
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这只股票可以说是啊踏上了两个风口啊
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同时是占有两个板块啊
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分别是这个半导体芯片板块跟存储板块
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因为呢呃它是一只
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大家可以理解为是一只啊存储类的芯片股
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也就是说它不像是那种单纯的做这种存
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存储设备的
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比如说是什么啊
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闪存呐啊这不闪迪啊
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什么希捷科技啊
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这种是做什么
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是这闪存啊
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SSD啊
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硬盘的就单纯他们是做存呃存储类设备的
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而美光科技呢啊
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它不直接去做这些存储类的设备啊
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它是大家知道这个呃硬盘呢闪存呐
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SSD啊
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这个内存呐这些存储类设备啊
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它都是需要芯片的
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它里面也是需要有这个呃芯片的
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那么美国呢他就是做这个存储类的芯片的
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这么一家公司
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所以说啊它既是存储股
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它又是芯片股
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而且这家公司啊简直是一个增长的beast
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大家看它现在的市值啊
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现在它已经有4700多亿美金的
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这样一个市值啊
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这是妥妥的属于是大盘股了
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那么咱们一般看公司成呃成长的时候啊
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一般咱们有时候说这种啊中小盘的啊
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这种高风险高回报的成长股啊
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这种股票呢一般他这个啊营收的增长啊
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啊这一般是比较的高
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就是他是成长股嘛
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但是我们看美光科技这样一只大科技啊
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这样一只大盘股来看他的这个啊这个成长啊
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就是它的增长啊
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真的是比那些好多高风险
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高回报的小盘股还要厉害
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大家看他这个营收啊
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营收同比增长啊
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这下面这一排显示的是过去这几个季度
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营收的同比增长率啊
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基本上都是至少都是在30%以上
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然后最近的这个季度也就是2026的Q2啊
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它营收的同比增长率是达到了将近200%
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这简直就是一个beast
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然后咱们再看它的净利润的增长
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利润的这个啊每个季度同比增长率呢啊
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这基本至少都百分之百以上的
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400%多
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200%多啊
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最近一个季度呢
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这个净利润的同比增长率是达到了
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770%
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这简直是太夸张了
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我在美股里面做了这么多年啊
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大大小小各种股票也见了不少
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这么多股票里面我还很少能够见到啊
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像美光科技这种啊这么高的一个增长的啊
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这种这种股票
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然后分析师预测的在当前这个财年
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也就是2026年啊
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美光科技
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它的营收同比增长率呢
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是将会达到190%
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下一个财年2027年呢稍微逊色一些啊
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分析师预计的营收
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同比增长率呢是51%
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然后再来看看它的估值
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美光科技当前它的trailing pe是19.85
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forward pe e前瞻市盈率呢7.23
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peg ratio是0.24啊
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这个估值看下来啊
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真的是挺香的啊
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这么高成长的一家公司
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它的远七前瞻市盈率是只有7.23
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peg ratio是只有0.24
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不得不说
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咱美股中的这位大美女
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真的是让人啊有点难以抗拒
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目前华尔街的投行和机构
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对美光科技这家公司呢也是普遍看好的
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这边各大投行
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机构基本上都是持一个买入的评级啊
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综合来看呢是强力啊推荐
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然后机构给到的一年之后的平
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均目标价呢是549啊
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那相对现在的这个420多的这个价格呢
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还是有不少的上升空间的
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这个分析师评级的功能在木木上面啊
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就可以直接查看
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除了分析师评级之外呢
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啊这边还有一个辰星研报的功能啊
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非常的关键
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咱们点进辰星研报这里呢
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就可以看到分析师总结企业战略与展望
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公允价值公司的护城河不确定性
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还有资本分配以及他的财务健康度
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大家没事的可以去读一读
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可以让我们对一家公司更加深入的
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全方位的了解
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辰兴研报这个功能在其他平台上都是付费的
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但是在木木上面呢
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是给大家完全免费的提供出来
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mu这支股票
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我给到的买入和加仓的价格点位呢
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还是跟之前啊保持一致啊
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365和320这两个位置
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那在前一阵子呢
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mu啊
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是一度曾经是达到这个320~365
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这个价格区间范围之内啊
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这一段啊
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不知道大家当时抓住机会了没有
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有没有去啊
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上车
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如果没有上具车也没有关系
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如果接下来的股市啊再次出现回踩mu的股价呢
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可能会再次啊掉到320~365
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这个价格区间范围之内啊
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那么如果股价再次回到了365以下的话
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我觉得这支股票就可以毫不犹豫的啊
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去开仓买入
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然后呢进行长期的布局
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今天咱们要说的第二只股票呢就是台积电
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股票代码是TSM
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台积电这支股票啊也是一只芯片
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那么它在整个半导体芯片
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这个整个生态链上是起着至关重要的作用
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因为台积电这支芯片股呢
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它跟其他的这些芯片股啊都不太一样
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比如说英伟达AMD博通啊
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咱们这都是耳熟能详的这些芯片股
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这些呢它都是芯片设计商啊
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他们设计出来的芯片都是交给台积电啊去做啊
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晶圆代工的
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就台积电是真正的去代工生产这些芯片的
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除了刚才咱说到的英呃呃
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这个英伟达AMD博通的芯片之外呢
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现在很多其他的比如苹果的芯片
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包括啊谷歌他们自研的TPU的这个定制化芯片
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很多的这个芯片设计商啊
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都是把他们设计出来的芯片
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交给台积电的去做代工
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那么这个做晶圆代工这件事啊啊并不容易
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因为它需要一个高精尖的一个技术啊
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啊像现在整个咱呃整个这个芯片
218
00:08:53,979 --> 00:08:55,298
半导体芯片领域啊
219
00:08:55,298 --> 00:08:56,619
能做这件事的
220
00:08:56,619 --> 00:08:58,379
能做晶圆代工的啊
221
00:08:58,379 --> 00:09:00,198
掰着手数一数台积电
222
00:09:00,198 --> 00:09:02,909
三星还有这个英特尔啊
223
00:09:02,909 --> 00:09:05,049
而在这几家晶圆代工厂里呢
224
00:09:05,049 --> 00:09:07,789
台积电又是拥有最先进技术
225
00:09:07,789 --> 00:09:08,529
然后呢
226
00:09:08,529 --> 00:09:14,460
他的啊这个呃产能规模呢也是啊最为庞大的
227
00:09:14,460 --> 00:09:16,240
所以这家公司的行业壁垒
228
00:09:16,240 --> 00:09:19,429
护城河真的是非常的坚固
229
00:09:19,429 --> 00:09:20,870
从估值上来看呢
230
00:09:20,870 --> 00:09:23,889
台积电当前的trading pe e是35.52
231
00:09:23,889 --> 00:09:26,250
forward pe e呢是26.81
232
00:09:26,250 --> 00:09:30,578
虽然说啊它符合咱们啊对这个科技巨头啊
233
00:09:30,578 --> 00:09:34,619
额这个前瞻市盈率30以下的这样一个标准啊
234
00:09:34,619 --> 00:09:37,658
他的这个前瞻市盈率是26.81啊
235
00:09:37,658 --> 00:09:38,919
是在30以下
236
00:09:38,919 --> 00:09:42,500
但是呢呃近期啊啊在前面这一波啊
237
00:09:42,500 --> 00:09:43,860
美股回调
238
00:09:43,860 --> 00:09:45,480
很多优质的股票呢
239
00:09:45,480 --> 00:09:49,860
呃他们的估值都受到了啊不小的这个打压啊
240
00:09:49,860 --> 00:09:51,740
就是估值都有所压缩
241
00:09:51,740 --> 00:09:53,620
你像刚才咱说到的MU
242
00:09:53,620 --> 00:09:56,428
它的前瞻市盈率呢是只有七点多啊
243
00:09:56,428 --> 00:09:59,369
还有咱们这个呃经常说的达哥英伟达
244
00:09:59,369 --> 00:10:02,149
英伟达现在他的这个前瞻市盈率啊
245
00:10:02,149 --> 00:10:04,919
应该也是在25以下
246
00:10:04,919 --> 00:10:08,179
所以说台积电虽然是一支基本面扎实
247
00:10:08,179 --> 00:10:11,639
护城河坚固的这样一支优质的好股票
248
00:10:11,639 --> 00:10:12,980
但是呢我们希望啊
249
00:10:12,980 --> 00:10:17,389
他的这个估值能给咱们再打一打折扣
250
00:10:17,389 --> 00:10:18,590
台积电这支股票
251
00:10:18,590 --> 00:10:21,470
我给到的买入以及加仓的价格点位呢
252
00:10:21,470 --> 00:10:24,710
是在320跟306下方
253
00:10:24,710 --> 00:10:26,350
320这个支撑位附近呢
254
00:10:26,350 --> 00:10:28,370
我们可以考虑去先开仓
255
00:10:28,370 --> 00:10:29,529
然后再往下看
256
00:10:29,529 --> 00:10:30,669
有一个跳空缺口
257
00:10:30,669 --> 00:10:32,600
这个跳空空缺口的下边缘
258
00:10:32,600 --> 00:10:34,379
在306的这个位置
259
00:10:34,379 --> 00:10:38,370
是咱们啊可以去进一步加仓的一个价格点位
260
00:10:38,370 --> 00:10:40,330
大家注意在4月16日
261
00:10:40,330 --> 00:10:42,370
也就是本周四的盘前
262
00:10:42,370 --> 00:10:44,909
台积电呢将要发财报
263
00:10:44,909 --> 00:10:46,370
在财报之前呢
264
00:10:46,370 --> 00:10:51,149
我觉得啊啊我们就先不要轻举妄动啊
265
00:10:51,149 --> 00:10:53,779
财报出来之后看一看具体的情况
266
00:10:53,779 --> 00:10:54,659
看看呢
267
00:10:54,659 --> 00:10:59,480
这有没有美女回头给咱们上车买入的这种机会
268
00:10:59,480 --> 00:11:02,318
到时候呢咱们再啊去具体分析
269
00:11:02,318 --> 00:11:04,619
今天要跟大家说的第三只股票呢
270
00:11:04,619 --> 00:11:05,938
也是一支芯片股
271
00:11:05,938 --> 00:11:06,759
巧了
272
00:11:06,759 --> 00:11:10,578
今天跟大家介绍的这三只牛股还都是芯片股
273
00:11:10,578 --> 00:11:11,219
呃
274
00:11:11,219 --> 00:11:13,239
第三支芯片股呢
275
00:11:13,239 --> 00:11:16,778
是整个半导体芯片界的龙头老大啊
276
00:11:16,778 --> 00:11:20,379
就是咱们的这个英伟达达哥
277
00:11:20,379 --> 00:11:21,740
英伟达这支股票
278
00:11:21,740 --> 00:11:24,940
在我这个频道是跟大家经常的去说啊
279
00:11:24,940 --> 00:11:27,960
那咱们本期视频呢我就不多说了啊
280
00:11:27,960 --> 00:11:29,860
咱们呢就简单对这支股票呢
281
00:11:29,860 --> 00:11:32,089
再啊简单的更新一下
282
00:11:32,089 --> 00:11:35,428
作为整个半导体芯片板块的龙头老大
283
00:11:35,428 --> 00:11:39,239
或者说整个美股当中的这个龙头老大
284
00:11:39,239 --> 00:11:40,639
英伟达这支股票
285
00:11:40,639 --> 00:11:41,678
它的估值啊
286
00:11:41,678 --> 00:11:45,340
其实现在来看并并不高啊
287
00:11:45,340 --> 00:11:47,799
他的TRAVELLINGPE是38.50
288
00:11:47,799 --> 00:11:50,879
forward的PE呢是23.15啊
289
00:11:50,879 --> 00:11:53,889
啊这个呃远期前瞻市盈率呢
290
00:11:53,889 --> 00:11:56,269
23.15是在25以下
291
00:11:56,269 --> 00:11:58,690
而且咱们做一个横向对比啊
292
00:11:58,690 --> 00:12:00,129
对比过去啊
293
00:12:00,129 --> 00:12:03,649
这几个季度他这个啊远期市盈率来看呢
294
00:12:03,649 --> 00:12:06,669
当前23.15的这个远期市盈率
295
00:12:06,669 --> 00:12:08,389
和过去几个季度相比
296
00:12:08,389 --> 00:12:09,950
也算是相对来说啊
297
00:12:09,950 --> 00:12:11,100
在一个低位
298
00:12:11,100 --> 00:12:13,960
然后如果我们把美股七大科技巨头的估值
299
00:12:13,960 --> 00:12:15,120
做一个对比的话
300
00:12:15,120 --> 00:12:16,980
那这七个葫芦娃当中啊
301
00:12:16,980 --> 00:12:18,320
估值最低的啊
302
00:12:18,320 --> 00:12:21,029
目前估值最低的应该是meta
303
00:12:21,029 --> 00:12:23,870
其次呢应该就是咱们的达哥了啊
304
00:12:23,870 --> 00:12:26,309
达哥英伟达和微软啊
305
00:12:26,309 --> 00:12:28,169
现在是除了meta之外
306
00:12:28,169 --> 00:12:30,289
在这七大科技巨头当中啊
307
00:12:30,289 --> 00:12:33,980
估值估值啊相对来说是比较低的了
308
00:12:33,980 --> 00:12:35,100
英伟达这支股票
309
00:12:35,100 --> 00:12:38,659
我最近更新的买入和加仓的价格点位呢
310
00:12:38,659 --> 00:12:41,539
分别是在170和164
311
00:12:41,539 --> 00:12:43,299
如果近期达哥的股价
312
00:12:43,299 --> 00:12:47,259
还能回到这个价格区间范围之内的话啊
313
00:12:47,259 --> 00:12:49,879
我觉得在这个164~170
314
00:12:49,879 --> 00:12:51,440
这个区间范围之内呢
315
00:12:51,440 --> 00:12:54,179
就是一个啊开仓买入啊
316
00:12:54,179 --> 00:12:58,629
进行长期布局的一个啊不错的入场点
317
00:12:58,629 --> 00:13:01,490
今天呢主要就是来跟大家说这三只股票
318
00:13:01,490 --> 00:13:02,710
那关于这三只股票
319
00:13:02,710 --> 00:13:04,610
大家有什么看法或者是建议
320
00:13:04,610 --> 00:13:08,779
都可以尽情的在我的评论区里面啊发表
321
00:13:08,779 --> 00:13:10,899
那视频既然都看到这儿了
322
00:13:10,899 --> 00:13:12,220
依照国际惯例
323
00:13:12,220 --> 00:13:16,039
还是求各位粉丝一键三连点赞
324
00:13:16,039 --> 00:13:17,659
评论加转发
325
00:13:17,659 --> 00:13:19,759
还没有订阅老李这个频道的朋友呢
326
00:13:19,759 --> 00:13:22,059
抓紧时间点上一首订阅
327
00:13:22,059 --> 00:13:24,080
今天咱们视频当中说到了
328
00:13:24,080 --> 00:13:25,759
英伟达还没有上车
329
00:13:25,759 --> 00:13:27,299
开仓买入英伟达的朋友呢
330
00:13:27,299 --> 00:13:28,200
不用担心
331
00:13:28,200 --> 00:13:32,399
木木券商现在免费赠送给您英伟达的股票
332
00:13:32,399 --> 00:13:35,190
让您成为尊贵的英伟达股东
333
00:13:35,190 --> 00:13:36,149
美国用户
334
00:13:36,149 --> 00:13:38,330
现在通过老李的专属邀请链接
335
00:13:38,330 --> 00:13:40,110
开户入金2000美金
336
00:13:40,110 --> 00:13:44,149
即可获得100美金的免费英伟达股票
337
00:13:44,149 --> 00:13:45,090
如今越多
338
00:13:45,090 --> 00:13:45,889
送的越多
339
00:13:45,889 --> 00:13:50,120
最高可获得价值1000美金的免费英伟达股票
340
00:13:50,120 --> 00:13:51,639
此外还有很重要的一点
341
00:13:51,639 --> 00:13:53,440
你在木木当中的闲置资金
342
00:13:53,440 --> 00:13:56,950
可以享受到8.1%的高利息
343
00:13:56,950 --> 00:13:58,269
加拿大粉丝开户
344
00:13:58,269 --> 00:14:01,919
最高可享受4600加元的现金好礼
345
00:14:01,919 --> 00:14:04,960
闲置资金享受6%的高利息
346
00:14:04,960 --> 00:14:06,639
其他各国家和地区开户
347
00:14:06,639 --> 00:14:08,639
木木也有非常丰厚的奖励
348
00:14:08,639 --> 00:14:10,960
具体呢我都放在视频的下方了
349
00:14:10,960 --> 00:14:12,419
那心动不如行动
350
00:14:12,419 --> 00:14:15,029
朋友们抓紧时间到视频下方
351
00:14:15,029 --> 00:14:17,250
点击我的专属邀请链接
352
00:14:17,250 --> 00:14:21,349
开户入金领取属于老李粉丝的专属福利
353
00:14:21,349 --> 00:14:22,629
感谢大家的收看
354
00:14:22,629 --> 00:14:24,860
让我们下期再见