1
00:00:00,080 --> 00:00:00,820
各位好
2
00:00:00,820 --> 00:00:01,960
10.55分
3
00:00:01,960 --> 00:00:04,820
大盘怒涨40一个点诶
4
00:00:04,820 --> 00:00:06,679
太多了太快了
5
00:00:06,679 --> 00:00:09,009
1%的涨幅
6
00:00:09,250 --> 00:00:10,150
这还得了
7
00:00:10,150 --> 00:00:12,189
我们看看今天涨的质量
8
00:00:12,189 --> 00:00:14,029
首先是上证五零
9
00:00:14,029 --> 00:00:17,789
沪深300是大涨接近1%
10
00:00:17,789 --> 00:00:19,109
或者是超过1%
11
00:00:19,109 --> 00:00:20,550
微盘股中证2000
12
00:00:20,550 --> 00:00:22,129
一个是0.5
13
00:00:22,129 --> 00:00:23,649
一个是0.7
14
00:00:23,649 --> 00:00:26,539
就是终于轮到上上证五零
15
00:00:26,539 --> 00:00:27,699
沪深300啊
16
00:00:27,699 --> 00:00:29,199
开始涨了
17
00:00:29,199 --> 00:00:32,880
红利呢更是不得了了
18
00:00:32,880 --> 00:00:34,179
1.21
19
00:00:34,179 --> 00:00:36,359
央企呢那可就不得了了
20
00:00:36,359 --> 00:00:37,359
1.27
21
00:00:37,359 --> 00:00:39,600
哎呀这么掌法怎么得了啊
22
00:00:39,600 --> 00:00:41,380
科创五零呢
23
00:00:41,380 --> 00:00:43,000
哎0.56
24
00:00:43,000 --> 00:00:45,820
某正五零呢负的0.25
25
00:00:45,820 --> 00:00:47,000
再重复一遍
26
00:00:47,000 --> 00:00:49,820
某正五零负的0.25
27
00:00:49,820 --> 00:00:51,439
而且某证五零啊
28
00:00:51,439 --> 00:00:55,250
2024年的11月8号是多少点呢
29
00:00:55,250 --> 00:00:56,729
1469点
30
00:00:56,729 --> 00:00:57,909
那么现在多少点呢
31
00:00:57,909 --> 00:01:00,479
涨了两年1531点
32
00:01:00,479 --> 00:01:02,359
它的市盈率是多少呢
33
00:01:02,359 --> 00:01:04,209
63.2倍
34
00:01:04,530 --> 00:01:06,609
他的PB是多少呢
35
00:01:06,609 --> 00:01:07,849
是5.24
36
00:01:07,849 --> 00:01:09,150
5.24
37
00:01:09,150 --> 00:01:11,870
当然科创501百六十七倍
38
00:01:11,870 --> 00:01:14,909
6.38的PB额也不低了
39
00:01:14,909 --> 00:01:17,670
科创502025年的10月9号
40
00:01:17,670 --> 00:01:20,978
是1588点
41
00:01:21,218 --> 00:01:22,459
现在是多少呢
42
00:01:22,459 --> 00:01:24,418
1473点
43
00:01:24,418 --> 00:01:25,989
注意注意
44
00:01:26,390 --> 00:01:28,930
他足足横了四个月了
45
00:01:28,930 --> 00:01:30,870
它跟恒生科技是一样的
46
00:01:30,870 --> 00:01:32,930
这个道理呢跟创业板是差不多的
47
00:01:32,930 --> 00:01:37,778
创业板在2025年的10月9日是多少呢
48
00:01:37,778 --> 00:01:39,829
3260一点
49
00:01:39,989 --> 00:01:41,049
现在是多少呢
50
00:01:41,049 --> 00:01:42,930
3335点呀
51
00:01:42,930 --> 00:01:44,909
四个月几乎没涨
52
00:01:44,909 --> 00:01:49,780
大盘其实是利用上证指数的迅猛上行
53
00:01:49,780 --> 00:01:53,140
掩盖了大部分股票的横住不动
54
00:01:53,140 --> 00:01:54,980
差不多是这样理解
55
00:01:54,980 --> 00:01:57,780
各位看官慢慢的思考思考
56
00:01:57,780 --> 00:01:59,609
但是大部分人呢
57
00:01:59,609 --> 00:02:02,569
都去追那些横住不动的指数和股票
58
00:02:02,569 --> 00:02:03,890
甚至是下跌的股票
59
00:02:03,890 --> 00:02:04,909
这个就是问题
60
00:02:04,909 --> 00:02:06,250
这个就是风险
61
00:02:06,250 --> 00:02:10,189
甚至2.7万亿的融资余额是怎么来的
62
00:02:10,189 --> 00:02:12,180
哎这个就是风险了
63
00:02:12,180 --> 00:02:15,300
大部分人对于好股票都不屑一顾的
64
00:02:15,300 --> 00:02:16,949
这个就是风险
65
00:02:16,949 --> 00:02:18,849
大部分人什么时候开始买呢
66
00:02:18,849 --> 00:02:23,300
在2026年的2月25号就开始买了
67
00:02:23,300 --> 00:02:25,479
散户买进71.3亿了
68
00:02:25,479 --> 00:02:26,080
11点
69
00:02:26,080 --> 00:02:27,060
这个就是风险
70
00:02:27,060 --> 00:02:28,370
不能说不能买
71
00:02:28,370 --> 00:02:29,969
但是位置是多少呢
72
00:02:29,969 --> 00:02:31,669
4162点
73
00:02:31,669 --> 00:02:32,729
而不是2689
74
00:02:32,729 --> 00:02:34,379
也不能说是风险吧
75
00:02:34,379 --> 00:02:36,139
就比2689多了一些吧
76
00:02:36,139 --> 00:02:38,039
各位看官自己把握
77
00:02:38,039 --> 00:02:41,000
但总体来看市场是好的
78
00:02:41,000 --> 00:02:45,939
但是大部分股票呢有的横了两年指数啊
79
00:02:45,939 --> 00:02:47,639
有的横了半年哎
80
00:02:47,639 --> 00:02:50,199
四个月四个月啊
81
00:02:50,199 --> 00:02:52,400
一个月换手就28%了
82
00:02:52,400 --> 00:02:54,539
还四个月啊
83
00:02:55,060 --> 00:02:58,120
所以我们在一片大好的时候
84
00:02:58,120 --> 00:03:01,150
也要警惕市场是靠什么涨起来的呢
85
00:03:01,150 --> 00:03:03,729
钢铁但是其他的那么好的
86
00:03:03,729 --> 00:03:04,469
那么好
87
00:03:04,469 --> 00:03:05,310
那么好的概念
88
00:03:05,310 --> 00:03:06,500
为什么不涨了呢
89
00:03:06,500 --> 00:03:07,919
给大家打一个问号
90
00:03:07,919 --> 00:03:09,199
给留一分清醒
91
00:03:09,199 --> 00:03:09,879
留一份醉
92
00:03:09,879 --> 00:03:12,449
也有机会也有风险
93
00:03:12,449 --> 00:03:14,979
我们关键是要抓住机会
94
00:03:14,979 --> 00:03:16,379
避开风险
95
00:03:16,379 --> 00:03:20,460
这个是在马年的最重要最重要的任务
96
00:03:21,539 --> 00:03:24,300
可能还是要从绝对的进攻啊
97
00:03:24,300 --> 00:03:25,960
变成攻守兼备
98
00:03:25,960 --> 00:03:28,000
甚至加大一些防御的
99
00:03:28,000 --> 00:03:30,120
起码加加大一些防御的
100
00:03:30,120 --> 00:03:33,099
这样的一个理念或者防范
101
00:03:33,099 --> 00:03:35,840
因为之前我怎么看好
102
00:03:35,840 --> 00:03:37,729
都没有人买股票啊
103
00:03:37,729 --> 00:03:39,569
那我为什么现在来买呢
104
00:03:39,569 --> 00:03:41,710
因为现在涨到了4162点
105
00:03:41,710 --> 00:03:42,610
涨了3年了
106
00:03:42,610 --> 00:03:43,610
现在第3年了
107
00:03:43,610 --> 00:03:45,099
所以来买股票了
108
00:03:45,099 --> 00:03:46,539
不就这样的一个逻辑吗
109
00:03:46,539 --> 00:03:47,400
再见