【老李玩钱】个股点评及买入建议：AVGO, NVDA, GOOG, META, SOFI, MRVL

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大家好

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我是老李

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今天呢咱们主要来说六只股票

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分别是博通

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英伟达

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谷歌meta sofi

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还有这个迈威尔

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最近这几天呢这六只股票啊

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很多朋友都在问我

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我呢会给出我的一些分析和建议

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那咱们说正事之前呢

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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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今天美股呢出现了一定的板块轮动现象

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道指涨的很不错

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而纳斯达克指数呢是收红

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我的账户小涨了54美金

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当前的账户总资产呢是32万3000多

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咱们首先来说博通

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博通在昨天盘后啊公布了最新的财报业绩

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这财报一出来

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股价呢是直接暴雷了

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今天截至目前大跌将近13%

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很多朋友呢问我

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老李

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这现在博通啊暴雷之后能不能抄底

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我觉得啊先不用着急

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接下来呢啊且听我分析

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渤东这次的财报成绩

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整体来看只能说是一般般啊

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他在该季度调整后的EPS呢是2.44美元

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击败了分析师预期的2.40美元

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但是呢营收221.9亿美元

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是低于分析师预期的222.7亿美元

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整体这两项来看啊

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这份财报呢啊就可以说是没有及格

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因为现在整个市场上半导体芯片板块这么的火爆啊

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你说哪一家半导体芯片股出了财报之后

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如果说没有达到双击败啊

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就是EPS跟营收没有双击败的话

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那这个财报呢肯定说是啊

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首先就没有及格

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但是有个好消息是

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虽然说他这一季度的营收是低于分析师的预期的

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但是呢营收还是实现了一个啊比较大的同比增长

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较这个营收较去年同期150亿美元呢是增长了48%

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还有一个利空因素呢

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就是博通在该季度啊

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软件销售疲软

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博通的基础设施软件部门实现营收71.8亿美元

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虽然这体现了稳健而持续的增长

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但仍低于华尔街预期的73.2亿美元

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在一个高度聚焦的市场中

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任何主要业务分项未达预期

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都会给投资者啊提供锁定利润的理由

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还有一点就是

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博通并未上调公司全年100亿美元AI芯片销售的这个目标

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也就是啊维持全年这个AI芯片销售的这样一个指引啊

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那在当前就像我说的半导体芯片板块这么火爆的一个情况下啊

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市场对半导体芯片板块预期都非常的高

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如果你不上调指引

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只是说是维持呃之前的指引的话

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那就会被啊华尔街呢解读为利空

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在之前的视频中

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我也跟大家做过对比

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就是博通当前啊它的估值还是有一些偏高的

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他现在的trading pe呢是93.87

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forward pe e前瞻市盈率是43.29

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博通呢也是一家万亿市值以上的科技巨头

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那我呢对科技巨头大家知道有一个标准就是它的前瞻市盈率啊

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呃我觉得在30以下是啊比较合理的

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那现在的博通呢它的前瞻市盈率是43

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然后如果去对比他以往的这个啊forward的PE就是前瞻市盈率的话

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大家看以往它的这个啊啊这一项指标啊

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基本上也都都是在30多

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甚至说是20多啊

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基本上你就没有超过过40

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但是现在呢当前它的这个前瞻市盈率是在40以上

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然后如果对比隔壁的半导体芯片板块的龙头老大就是达哥的话

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那么达哥他现在的chilling pe是34.12

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forward pe e呢是25.45

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那这个估值水平啊

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整体来说是比博通要低了不少的

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所以如果想抄底的话

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我觉得先不用着急

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下方385的这个支撑位啊

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咱们可以作为参考

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如果想要开仓买入进行长期布局的话

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那385附近再去啊

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这个开仓买入我觉得会更加合理一些

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接下来咱们来说说英伟达

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最近呢有一条关于英伟达的不错的利好消息啊

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就是呃达哥开始进军CPU市场了

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这是一次规模庞大

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从多个战线同时展开的扩张

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这正是让公司从GPU和AI巨头转变为通用计算领域的直接竞争者

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那么英伟达为什么要做CPU

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答案呢

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很简单

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因为AI时代GPU已经不够了

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AI时代的服务器架构将会变成CPU加GPU加网络加软件

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如果CPU掌握在英特尔或AMD手里

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英伟达呢无法啊完全控制整个平台

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所以这个黄仁勋的他的战略就是不卖GPU

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而是卖整个AI工厂

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这样客户呢就越来越难离开英伟达的整个生态

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刚才呢已经跟大家看过英伟达当前的整个估值水平了

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他现在的整体估值也也并不算高

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开仓和加仓的价格点位建议呢还是跟之前保持一致

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208这个位置附近呢就可以果断去开仓

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然后下方196的这个位置可以去进一步加仓

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下面呢咱们来说谷歌

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谷歌在前两天啊

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股价大跌

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把咱们很多朋友都吓住了啊

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有些朋友就来问我说

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老李谷歌现在这是什么情况

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还能不能买入

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前两天大跌是因为谷歌宣布计划通过出售股票筹集800亿美元

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为AI扩张提供资金

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这800亿美元当中呢啊

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是其中包括伯克希尔哈撒韦的100亿美元的投资

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谷歌的母公司表示

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这笔资金将用于投资其世界一流的AI计算基础设施

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以满足客户前所未有的需求

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说白了其实就是通过800亿美元的融资

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继续加大啊AI资本支出

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那朋友们也知道啊

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现在华尔街对这个AI资本支出啊是非常的敏感

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这些科技巨头呢只要哪一家说要加大AI资本支出

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那么华尔街马上啊就会打压它的股价

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这就是谷歌前两天啊大跌的原因啊

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但是AI资本支出这件事之前我在视频里面已经多次讨论过啊

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呃华尔街呢在短期之内啊

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只要是听到AI资本支出就会让你的股价承压

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但是长期来看啊

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啊我认为啊这个这些科技巨头现在在加大AI资本支出

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长期来看并不一定是件坏事

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就是我认为啊科技巨头这些大佬们

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他们都还是明白的啊

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就是他现在既然有这个信心敢去加大AI资本支出

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那么长期来看未来呢我觉得是能够收到相应的回报的

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对谷歌这支股票我的看法不变

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依然是长期看好买入和加仓的价格点位呢

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还是按照我之前视频中跟大家更新的就是353跟这个330啊

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分别是开仓和加仓的呃

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建议价格点位

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接下来咱们来说meta

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meta在今年呢是这七大科技巨头当中啊

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最伪的一支股票啊

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没有之一

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甚至来说比微软还要更伟

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还要更颓

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这骨架一直是被按在地上不断摩擦

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meta的股价之所以一直受到打压

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还是因为四个字

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AI资本支出

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大家知道啊

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meta这家公司是在这些科技巨头当中

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在AI资本支出方面最高调的一家公司啊

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基本上每一个季度

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只要这个发财报都会呃呃声称要继续进一步加大AI资本支出

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相当于就是一直在往华尔街的这个枪口上在撞啊

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关于这个问题呢

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咱们也已经做过很多的讨论

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那简单来说

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我觉得长期来看AI资本支出这件事

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对这些科技巨头来讲并不一定啊

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是坏事

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从估值上来看

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meta当前的估值呢确实是比较有吸引力

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他现在的TRAVELLINGPE是21.84

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forward pe e呢是19.08

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这个前瞻市盈率还不到20

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而且呢跟以往的啊它的前瞻市盈率市盈率相比呢

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当前也是处在历史低位

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七大科技巨头的估值做一个横向比较的话

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meta的整体估值水平在这七个当中啊

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也是是最低的

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但是它估值低也是有一定原因的

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我之前跟大家说过

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meta这支股票

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它其实是一只这个波动非常大的股票

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咱们把这个啊调成周K级别的K线图来看一下

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就meta这支股票啊

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老观众应该知道我是跟踪了好多年了

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而且我一直是在持有啊

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并且在玩这支股票

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我对这支股票还算是比较了解的

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这支股票呢它在2021年年底的时候啊

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大家看价格达到375

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然后到了22年啊

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这个年底的时候

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一年的时间啊

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这个股价直接是跌到了最低额87块钱

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375~87

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这已经是斩到了脚脖子啊

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跌了得有七八十%

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然后呢又短短的两三年期间又从87啊

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直接到二零

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去年就2025年

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这个89月份的时候又涨到了将近800哈

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这股价又两三年之内又翻了啊

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这个将近十倍

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也就是说这支股票它的波动

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这个贝塔本身就非常的高

207
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这就导致市场上有一些求稳追求低波动或者是风险偏好比较低的

208
00:10:15,169 --> 00:10:21,279
这些投资者呢就会啊自动排除或者是远离meta这只股票啊

209
00:10:21,279 --> 00:10:27,330
这也是meta一直来说它的估值啊相对来说比较低的一个原因吧

210
00:10:27,330 --> 00:10:31,230
所以如果你要想买入并且长期持有这只股票的话

211
00:10:31,230 --> 00:10:34,149
就得忍受他的这种高波动

212
00:10:34,149 --> 00:10:36,370
那么单从估值上来看呢

213
00:10:36,370 --> 00:10:38,529
现在的这个价位啊

214
00:10:38,529 --> 00:10:42,370
就是啊长期布局的一个入场点

215
00:10:42,370 --> 00:10:48,940
然后下方596的这个支撑位附近呢是啊进一步去加仓

216
00:10:48,940 --> 00:10:51,720
扩大仓位的一个价格点位

217
00:10:51,720 --> 00:10:55,000
在有些朋友想要布局这个meta

218
00:10:55,000 --> 00:10:58,600
但是呢他可能又啊觉得波动太高

219
00:10:58,600 --> 00:10:59,940
忍不了这种高波动

220
00:10:59,940 --> 00:11:02,379
那么我这儿呢给大家一个比较好的建议

221
00:11:02,379 --> 00:11:04,700
对于你想想买入布局

222
00:11:04,700 --> 00:11:11,210
你又觉得它波动很高的这种股票呢啊一个很好的方法就是控制仓位

223
00:11:11,210 --> 00:11:13,169
你把这支股票的目标仓位

224
00:11:13,169 --> 00:11:15,490
它整体的仓位给控制呃

225
00:11:15,490 --> 00:11:16,730
控制住啊

226
00:11:16,730 --> 00:11:19,289
控制在一定的仓位范围之内的话

227
00:11:19,289 --> 00:11:23,029
那么这个呃这支股票它就那么大仓位

228
00:11:23,029 --> 00:11:25,649
那么它在你整个投资组合里的波动率呢

229
00:11:25,649 --> 00:11:28,179
自然它就呃降低了

230
00:11:28,179 --> 00:11:31,639
接下来呢咱们来说说SOFSOFI这支股票

231
00:11:31,639 --> 00:11:35,679
在今年啊这个股价走势也是非常的稳啊

232
00:11:35,679 --> 00:11:37,639
一直在走下坡路

233
00:11:37,639 --> 00:11:43,909
这只股票之前我跟大家介绍的时候啊啊啊我就说过呃

234
00:11:43,909 --> 00:11:47,450
SOFI啊是一支典型的降息啊

235
00:11:47,450 --> 00:11:48,519
受益股

236
00:11:48,519 --> 00:11:51,299
就是在降息的这个环境当中啊

237
00:11:51,299 --> 00:11:53,299
这支股票会非常的受益

238
00:11:53,299 --> 00:11:54,840
因为呢这支股票啊

239
00:11:54,840 --> 00:11:58,450
这个这家公司他是做贷款的一家公司啊

240
00:11:58,450 --> 00:12:00,129
那你想做贷款啊

241
00:12:00,129 --> 00:12:03,629
贷款这个东西直接就跟利息是呃直接相关

242
00:12:03,629 --> 00:12:04,809
直接挂钩的嘛

243
00:12:04,809 --> 00:12:06,909
这个这里面的逻辑我不跟大家细说了

244
00:12:06,909 --> 00:12:09,720
因为之前视频里面我详细跟大家讲过

245
00:12:09,720 --> 00:12:12,639
那在去年呢美联储是一直在啊

246
00:12:12,639 --> 00:12:15,049
这个不不仅是去年啊

247
00:12:15,049 --> 00:12:17,950
呃前两年吧美联储一直在持续的在降息

248
00:12:17,950 --> 00:12:20,370
所以这支股票呢也是非常的虎啊

249
00:12:20,370 --> 00:12:23,230
在过去这一两年时间里面啊

250
00:12:23,230 --> 00:12:25,350
股价一直突突突往上涨

251
00:12:25,350 --> 00:12:27,889
那么今年呢有一个不好的消息

252
00:12:27,889 --> 00:12:31,110
就是今年美联储呃不怎么降息了

253
00:12:31,110 --> 00:12:33,230
而且现在不是有一种说法说

254
00:12:33,230 --> 00:12:37,820
这个美联储接下来下半年的这个货币政策可能会有一定的转向

255
00:12:37,820 --> 00:12:41,659
就是之前预计下半年还会有一次25个基点的降息

256
00:12:41,659 --> 00:12:47,179
但是呢现在市场预计啊呃由于这个美伊冲突跟这个通胀的关系

257
00:12:47,179 --> 00:12:50,759
可能在今年下半年呃就不降息了

258
00:12:50,759 --> 00:12:54,179
而且很可能还会啊有一次加息

259
00:12:54,179 --> 00:12:57,620
所以SOFI的股价在今年呢是一直受到打压

260
00:12:57,620 --> 00:12:59,419
最近有些朋友问我说

261
00:12:59,419 --> 00:13:02,980
这SOFI这股价一直在地上趴着

262
00:13:02,980 --> 00:13:04,759
跌了这么多了啊

263
00:13:04,759 --> 00:13:07,019
现在能不能去买入呢

264
00:13:07,019 --> 00:13:08,198
长期布局的话

265
00:13:08,198 --> 00:13:10,938
我觉得这支股票是可以考虑买入的

266
00:13:10,938 --> 00:13:18,240
具体开仓和加仓的价格点位建议呢分别是在额16.5和15

267
00:13:18,240 --> 00:13:19,860
但是有一点需要注意

268
00:13:19,860 --> 00:13:23,360
SOFI它当前的市值呢是219亿啊

269
00:13:23,360 --> 00:13:26,159
这只股票呢还属于是一只妥妥的啊

270
00:13:26,159 --> 00:13:27,679
中小盘成长股

271
00:13:27,679 --> 00:13:30,919
高风险高回报波动呢呃非常的大

272
00:13:30,919 --> 00:13:35,259
所以说啊如果是开仓买入进行布局的话

273
00:13:35,259 --> 00:13:37,529
也一定控制好仓位

274
00:13:37,529 --> 00:13:40,690
我的这个投资组合当中一共有14只股票

275
00:13:40,690 --> 00:13:46,099
那么SOFI呢是这14只股票当中市值最小的一家公司

276
00:13:46,099 --> 00:13:51,090
所以我不会把他的仓位啊搞得太大呃

277
00:13:51,090 --> 00:13:54,029
现在呢我一共是有500股的SOFI

278
00:13:54,029 --> 00:13:56,470
我对SOFI这支股票的目标仓位啊

279
00:13:56,470 --> 00:13:57,720
就是600股

280
00:13:57,720 --> 00:13:59,240
接下来继续加仓的话

281
00:13:59,240 --> 00:14:01,159
加到我的目标仓位600股

282
00:14:01,159 --> 00:14:02,740
我就会停手啊

283
00:14:02,740 --> 00:14:04,839
就呃以后就封仓了

284
00:14:04,839 --> 00:14:07,879
接下来呢咱们来说说marvel迈威尔科技

285
00:14:07,879 --> 00:14:12,299
这支股票在前天一下子暴涨了32%啊

286
00:14:12,299 --> 00:14:14,320
结果很多朋友啊就来问我

287
00:14:14,320 --> 00:14:17,580
这波暴涨呢主要是因为老黄说了句话啊

288
00:14:17,580 --> 00:14:23,950
他公开声称呃将是下一家万亿美元的公司

289
00:14:23,950 --> 00:14:29,059
然后marvel呢与英伟达宣布了一项20亿美元的合作啊

290
00:14:29,059 --> 00:14:32,200
这个marvel呢算是报上了啊

291
00:14:32,200 --> 00:14:33,360
英伟达的大腿

292
00:14:33,360 --> 00:14:35,399
那说明英伟达和老黄啊

293
00:14:35,399 --> 00:14:39,679
这个影响力在这个半导体芯片界的这个影响力啊

294
00:14:39,679 --> 00:14:40,809
真的是不小

295
00:14:40,809 --> 00:14:45,389
老黄呢说marvel未来的市值将会达到万亿

296
00:14:45,389 --> 00:14:47,899
那现在这个迈威尔科技啊

297
00:14:47,899 --> 00:14:49,700
它的市值是2700多亿

298
00:14:49,700 --> 00:14:52,830
也就是说如果按照真按照老黄的这个说法

299
00:14:52,830 --> 00:15:00,200
当前到万亿市值和这里面还有这个三倍的这个上涨空间

300
00:15:00,200 --> 00:15:02,899
但是呢老黄的意思啊

301
00:15:02,899 --> 00:15:06,990
即便是这家公司以后是有万亿市值的潜力

302
00:15:06,990 --> 00:15:08,929
也不可能是一蹴而就的

303
00:15:08,929 --> 00:15:12,600
就说这个过程啊至少得需要好多年的时间啊

304
00:15:12,600 --> 00:15:15,529
这家公司才能达到啊万亿的市值

305
00:15:15,529 --> 00:15:18,529
那么即便是以后慢慢的涨到万亿市值

306
00:15:18,529 --> 00:15:19,289
也不可能

307
00:15:19,289 --> 00:15:22,299
我觉得也不可能是这样直线一直就往上涨啊

308
00:15:22,299 --> 00:15:23,820
这跟咱们这个股市啊

309
00:15:23,820 --> 00:15:26,500
或者是股票的一贯的尿性来看啊

310
00:15:26,500 --> 00:15:28,639
大概率它也是螺旋式上涨

311
00:15:28,639 --> 00:15:34,289
就是说呃上上下下有涨有跌之后呢啊长期趋势是往上的

312
00:15:34,289 --> 00:15:39,850
但是呢短期不排除有这种回调或者是震荡调整的可能性

313
00:15:39,850 --> 00:15:42,529
这也是咱们呃任何一只股票吧

314
00:15:42,529 --> 00:15:44,789
一贯的尿性都是这样的

315
00:15:44,789 --> 00:15:47,019
这支股票被老黄这么一奶

316
00:15:47,019 --> 00:15:49,559
短期之内这里面的投机情绪啊

317
00:15:49,559 --> 00:15:51,740
我觉得有点过于浓重了

318
00:15:51,740 --> 00:15:52,950
大家想一想啊

319
00:15:52,950 --> 00:15:56,549
这一波暴涨40%的暴涨

320
00:15:56,549 --> 00:16:02,610
这里面的公司基本面财务业绩并没有发生重大的改变

321
00:16:02,610 --> 00:16:06,139
只是因为黄仁勋老黄的一句话

322
00:16:06,139 --> 00:16:10,460
导致了一波这个40%的一个啊暴涨

323
00:16:10,460 --> 00:16:11,899
所以在当前这个价位

324
00:16:11,899 --> 00:16:14,899
如果是formal想要追高的这些朋友呢啊

325
00:16:14,899 --> 00:16:16,960
我觉得还是谨慎一些

326
00:16:16,960 --> 00:16:18,440
而且从估值上来看

327
00:16:18,440 --> 00:16:20,899
marvel他现在的chilling pe是99

328
00:16:20,899 --> 00:16:22,980
forward pe e呢是71啊

329
00:16:22,980 --> 00:16:26,610
这个估值水平在半导体芯片这个领域啊

330
00:16:26,610 --> 00:16:29,818
已经算是啊非常高的了

331
00:16:29,818 --> 00:16:31,999
那如果你去还是那句话

332
00:16:31,999 --> 00:16:33,600
你去对比一下呃

333
00:16:33,600 --> 00:16:35,899
另一家芯片股也是非常最近非常火

334
00:16:35,899 --> 00:16:37,419
一直在涨的MU对吧

335
00:16:37,419 --> 00:16:38,659
你看它的估值

336
00:16:38,659 --> 00:16:41,980
这个他的forward pe e现在只有10.82啊

337
00:16:41,980 --> 00:16:43,419
那同样是追高啊

338
00:16:43,419 --> 00:16:45,899
你这个marvel你现在买也是追高对吧

339
00:16:45,899 --> 00:16:47,519
你这个MU也是追高

340
00:16:47,519 --> 00:16:50,149
那我觉得你不如更稳妥一些的话

341
00:16:50,149 --> 00:16:53,379
你不如去追高这个mu美光科技

342
00:16:53,379 --> 00:16:56,220
那有些朋友说老李我就是相信老黄啊

343
00:16:56,220 --> 00:17:01,019
我就是相信marvel这家公司按老黄说的以后能达到万亿市值啊

344
00:17:01,019 --> 00:17:04,599
你给我一个这个开仓买入的啊

345
00:17:04,599 --> 00:17:05,440
价格点位

346
00:17:05,440 --> 00:17:09,598
我按照你这个点位呢去啊开仓啊进行布局

347
00:17:09,598 --> 00:17:10,398
那妥了

348
00:17:10,398 --> 00:17:14,909
这边呢marvel marvel这家这个公司啊

349
00:17:14,909 --> 00:17:19,989
220~252这个价格区间范围呢可以小试牛刀

350
00:17:19,989 --> 00:17:22,160
适当的去开仓买入

351
00:17:22,160 --> 00:17:24,720
今天咱们这一口气说了六只股票

352
00:17:24,720 --> 00:17:28,000
这六只股票呢都是这两天大家问的非常多的

353
00:17:28,000 --> 00:17:32,500
希望呢能对咱朋友们啊有所帮助

354
00:17:32,660 --> 00:17:34,880
呃今天这期视频不算短

355
00:17:34,880 --> 00:17:37,019
那视频能坚持看到这的

356
00:17:37,019 --> 00:17:39,690
相信都是老李的铁粉忠粉

357
00:17:39,690 --> 00:17:40,609
依照惯例

358
00:17:40,609 --> 00:17:44,779
还是求各位粉丝一键三连点赞

359
00:17:44,779 --> 00:17:46,079
评论加转发

360
00:17:46,079 --> 00:17:48,940
还没有订阅老李频道的朋友呢

361
00:17:48,940 --> 00:17:51,319
抓紧时间把订阅给点上

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共 2 条，按视频时间排序。