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美股用了三天的时间

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把过去跌了三个月的跌幅都涨回来了

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很多股票马上创历史新高了啊

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比如说谷歌啊

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比如说英伟达啊

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很多公司呢都在暴涨

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如果说你在一个星期前啊

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能够买一些便宜的这些好公司的话

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今年的收益啊已经达到20%以上了

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这投资这个事啊

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就是你躲过了下跌

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大概率你也会躲过上涨

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而且呢投资这个事呢

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最关键是你怎么样保持理性

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这个也是我自己分享投资啊

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只要是群里面没人说话的时候

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基本上就是底部了

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我在上个周的时候

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我在群里有讲嘛

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我说已经很多跌了二三十%了

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在美股历史上呢跌二三十%呢

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就属于一个很大的跌幅

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属于股灾了

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那美股和A股为什么差别那么大呢

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主要原因是美股的公司啊确实是好

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就是护城河深

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技术含量深对吧

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股东回报好

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管理透明

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充分市场化啊

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职业艺人体系

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然后呢连续几次上百年的沉淀出来的信任

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全球的资金呢

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只要是发现暴跌

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周五过来抢的

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所以说美国的有几个好东西啊

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一个是美债

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一个是美股啊

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一个是美数字货币啊

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比特币之类的都是好东西啊

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包括纳指

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标普这些指数你只要是哈能够买到便宜的东西

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基本上呢离赚钱就很近了

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很多人理解不了啊

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就是按照中国大A的思路呢

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就是你不走啊

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肯定是都会回去的

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他为什么A股啊他就不如美股这么容易赚钱呢

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因为A股呢它是一个政策市场

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咱举个例的例子哈

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比如这两年涨得比较好的英伟达产业链下游

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它实际上呢这个东西呢

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就像那个当年的摩拜单车一样

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对他完全是跟着美股起来的

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就美股啊

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英伟达啊火了

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那下面的供应链就火了

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但你要考虑一个因素啊

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就是英伟达的供应链

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它不止一家

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它很多家知道吗

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就是就是你比如说啊就是这个高模块之类的

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就是他因为他可以给任意的工厂下单

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谁好谁便宜

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他买谁的啊

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就像这个苹果的下游供应链啊

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立行硬币啊

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高尔申科这一类之类一样的

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他一旦把你踢出去

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比如欧菲光

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那你基本上你就惨了

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一旦把你踢出他的供应链体系

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它基本上就就回到解放前了

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所以这就是A股的这些企业的弊端

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他虽然说名字叫科技

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实际上他没有任何的技术含量

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我说拿零点就拿这个查易中天这些公司

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他不如美帝的技术含量高

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那美帝的最起码的电路板品牌渠道啊

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啥都他都自己的品牌

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自己的对吧

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他自己说了算

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他自己能定价

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那你觉得易中天哪个能自己定价呀是吧

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他没有定价权

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只是一个代工啊

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说难听点他就是个电路板嘛

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就是个组装嘛啊

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他只是说给这个当年摩拜单车啊

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包括这个啊各种各样的火的比较好

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这个这个这个充电宝呀

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他一个逻辑

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它当然它比它复杂

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它是一个逻辑

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他没有对新能源汽车的技术门槛高呢

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他只不过是赶上大客户

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但大客户这个问题呢就人家可以给你

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也可以不给你是吧

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人家可以让你赚钱

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也可以让别人赚钱哈

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人家可以啊

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给你订单

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可以给别人订单对吧

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很多时候呢他一个关系不好哈

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一个切换订单啊

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一个合同哼

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到期都有可能被打回原形

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所以说实际上A股大部分股民他这个钱呢

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他这个就是不持续对吧

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你今天有

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明天没有

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但实效的投资呢

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你应该是很舒服啊

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他不是说每天在卖心惊胆战啊

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天天盯着啊

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盯着股价不是这样的

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你大部分时间你应该躺着是吧

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你觉得赚钱真的很舒服啊

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你就是天天天玩啊

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你看老美为啥他很很松弛呀

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他很重的原因是这个钱

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很确定他为什么美国它这个国家呢

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他叫上帝给的这个土壤哈

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你看我现在大在小区里散步啊

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美国的资源有多丰富啊

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美国的煤炭是中国的将近两倍

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将近两倍的啊

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你们千万不要认为中国的煤炭储量很高

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美国占了全球26%的煤炭储量

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中国呢大概占了不到15%啊

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然后第二个呢美国的石油也是全球前十的啊

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也是也是也是一个石油最大出口国

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哈哈中国呢石油最大的进口国

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那还有一个呢美国的耕地啊

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美国的可耕种面地比中国还高啊

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可能面积大概是中国的两倍左右吧

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如果没记错的话啊

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比中国多多了

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他可以种一劲儿休息一劲儿

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所以他们就很浪费美国这个国家的资源太好了

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而且呢他的国家他没有他没有这个哈

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风险在哪来

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上边加拿大

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下边墨西哥

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他没有人能够进攻它的本土

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所以他就很舒服的躺着赚钱了

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这就是他的真正的资源优势

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你知道吧

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所以他这个国家呢是说

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老百姓就过得安居乐业的

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原因在于说资源多

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人才多哈

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科技多

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就是摊上这个川普这个老流氓呢啊

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可能就是把这个国运的折腾折腾

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但是呢家底太厚了

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就川普他这么折腾

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实际上对美国呢也是放也不会产生伤筋动骨啊

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而且他有纠错机制

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比如说川普的政策

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但凡是啊影响了这些啊资本家的利益

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那资本家立马就会就会叫停啊

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因为他也是靠钱砸出来的啊

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靠这个啊资本投票选出来的

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所以你会看到他在中东战争的时候

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当时啊我给我儿子拍了个视频

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我说很快一个月之内就停火对吧

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你可以看看那个呃我我之前的视频啊

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我就当时是啊

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美国当时有哈有个飞行员啊

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落入了伊朗境内之后啊

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派了几个飞机来去抢去抢救啊

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当时我就说嘛

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我说一个月之内就停火

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为啥呢

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因为它很简单的道理

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因为你伊朗的这个空军啊

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领海啊基本都打残了对吧

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你光靠意志没用的对吧

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大家知道这个对任何的打仗他都有利益哈

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比如说哎这个啊这个委内瑞拉的总统啊

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杜马罗被抓起来了

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他下边的这富都很开心啊

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那没有人管他死活的

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除了他自己的家人啊

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可能是啊

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他担心他就是所有的政客都觉得

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那你去了

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我们接班嘛对吧

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就像这个哈梅内伊一样

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他死了

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革命卫队小人顶上嘛

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说难听点

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那这种老流氓其实大家都希望他死

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那他不死的话

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别人没有机会嘛

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所以在这种独裁的地方呢

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实际上他死一个领导不算啥啊

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对其他人是个好事

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没有人希望他一直在那位置上

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这只是说啊他的这个强权啊

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包括他这个在的时候呢

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大家比较担心而已

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担心自己的生命吧

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所以这就是一个核心问题

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就是换谁都行是吧

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巴不得就是啊就是说白了川普这么折腾一下啊

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对他们也是好事嘛

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啊最起码的换了个新鲜血液

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所以呢你最后你发现这个这个国运是什么呢

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就是第一个呢你得有绝对的资源哈

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就天时地利人和

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那美国呢它是有地理优势啊

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他是有天使天使优势

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他有全球的人才啊

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川普呢折腾完之后呢

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下一任总统一上来

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他又把川普的这种政策颠覆了哈

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又开始新的一轮啊

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新的一轮开始开放

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这就是这个国家的纠错机制啊

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就是说白了有的时候我觉得投资这个事呢

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一定要投国运对吧

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你就不管怎么样

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你只要是在资源丰富的地方啊

226
00:06:36,060 --> 00:06:37,300
你怎么做都对的啊

227
00:06:37,300 --> 00:06:39,959
你一旦没有资源靠卷这个事呢

228
00:06:39,959 --> 00:06:40,680
最终赚不到钱

229
00:06:40,680 --> 00:06:41,560
各位真的啊

230
00:06:41,560 --> 00:06:43,240
这也是我创业投资一个心得

231
00:06:43,240 --> 00:06:44,920
就是为什么累啊

232
00:06:44,920 --> 00:06:46,120
累就是因为没有资源

233
00:06:46,120 --> 00:06:47,779
累就是因为太卷啊

234
00:06:47,779 --> 00:06:48,939
累就是因为挤破头哈

235
00:06:48,939 --> 00:06:50,660
累就是因为大家打的你死我活

236
00:06:50,660 --> 00:06:51,980
这个事本质上来讲啊

237
00:06:51,980 --> 00:06:54,259
就是你死我活这个事它没有什么意义

238
00:06:54,259 --> 00:06:55,500
打赢了又怎么样

239
00:06:55,500 --> 00:06:57,000
打赢了也不挣钱对吧

240
00:06:57,000 --> 00:06:58,079
你就是做生意似的

241
00:06:58,079 --> 00:06:59,319
你卷有什么用啊对吧

242
00:06:59,319 --> 00:07:00,860
我就我给很多做电商兄弟讲

243
00:07:00,860 --> 00:07:02,860
我说哎呀差不多就行了对吧

244
00:07:02,860 --> 00:07:04,850
如果说这个事你到最后很辛苦啊

245
00:07:04,850 --> 00:07:05,569
赚不了什么钱

246
00:07:05,569 --> 00:07:06,480
还要补税

247
00:07:06,480 --> 00:07:07,319
算了算了算了

248
00:07:07,319 --> 00:07:07,899
躺平吧

249
00:07:07,899 --> 00:07:09,439
因为你没必要累死对吧

250
00:07:09,439 --> 00:07:11,439
那个钱这抹的都可以哈

251
00:07:11,439 --> 00:07:13,560
像张雪峰一样没机会享受呀

252
00:07:13,560 --> 00:07:14,500
再说了

253
00:07:14,500 --> 00:07:16,160
你辛苦了十几20年之后呢

254
00:07:16,160 --> 00:07:17,540
你忽然有一天躺平

255
00:07:17,540 --> 00:07:19,740
你未必比辛苦赚的少

256
00:07:19,740 --> 00:07:21,298
这是很多人想不明白的

257
00:07:21,298 --> 00:07:23,559
这辛苦哈未必能赚很多钱哈

258
00:07:23,559 --> 00:07:25,610
不辛苦未必赚不到钱

259
00:07:25,610 --> 00:07:27,209
很多人他不懂这个逻辑

260
00:07:27,209 --> 00:07:29,670
就有一天呢你真正把这个东西想懂了

261
00:07:29,670 --> 00:07:30,649
你就成老段了

262
00:07:30,649 --> 00:07:32,649
那老段为啥2001年来美国躺平了

263
00:07:32,649 --> 00:07:34,050
他反而赚了几百个亿美金

264
00:07:34,050 --> 00:07:35,850
是不是他在国内的时候

265
00:07:35,850 --> 00:07:37,790
他销售额才才10亿人民币啊

266
00:07:37,790 --> 00:07:38,569
这就是核心

267
00:07:38,569 --> 00:07:39,939
各位选择大也努力

268
00:07:39,939 --> 00:07:41,779
当你明白这个选择大于努力哈

269
00:07:41,779 --> 00:07:42,620
也就是说啊

270
00:07:42,620 --> 00:07:46,050
这个真的人啊还是靠所谓的命

271
00:07:46,050 --> 00:07:46,589
所谓的运

272
00:07:46,589 --> 00:07:47,629
它是靠环境

273
00:07:47,629 --> 00:07:48,350
靠选择

274
00:07:48,350 --> 00:07:48,949
靠风水

275
00:07:48,949 --> 00:07:49,829
什么叫风水啊

276
00:07:49,829 --> 00:07:51,750
各位我天天爬山

277
00:07:51,750 --> 00:07:53,089
我的风水就好了

278
00:07:53,089 --> 00:07:55,470
我天天这个躺平我的风水就好了

279
00:07:55,470 --> 00:07:56,170
为啥呢

280
00:07:56,170 --> 00:07:57,029
环境好

281
00:07:57,029 --> 00:07:58,240
心情好气

282
00:07:58,240 --> 00:07:59,279
心气通海

283
00:07:59,279 --> 00:08:00,240
风水自然就好了

284
00:08:00,240 --> 00:08:01,439
实际上我不信风水

285
00:08:01,439 --> 00:08:02,220
但是我很清楚

286
00:08:02,220 --> 00:08:04,839
好的环境它就等于好的风水是吧

287
00:08:04,839 --> 00:08:06,889
好的文化他等于好的风水

288
00:08:06,889 --> 00:08:08,589
所以说你在这种好的环境下呢

289
00:08:08,589 --> 00:08:11,269
你有任何的这种啊所谓的这种困难

290
00:08:11,269 --> 00:08:11,990
它就很快过去了

291
00:08:11,990 --> 00:08:14,230
因为它很容易没人跟你抢对吧

292
00:08:14,230 --> 00:08:15,709
大家都有的吃对吧

293
00:08:15,709 --> 00:08:18,970
所以这就是哈我做投资之后的一个心得体会呢

294
00:08:18,970 --> 00:08:20,410
也希望能帮助一些创业者啊

295
00:08:20,410 --> 00:08:22,209
就大家呢没有必要啊

296
00:08:22,209 --> 00:08:23,230
真的没必要想明白

297
00:08:23,230 --> 00:08:24,129
躺着赚钱

298
00:08:24,129 --> 00:08:25,339
开心的赚钱

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