BV1vNEX6sExq · 请不要叫我梁同学1 00:00:13,320 --> 00:00:13,839 大家好 2 00:00:13,839 --> 00:00:14,880 欢迎回到娜娜说美股 3 00:00:14,880 --> 00:00:16,199 今天是6月9号 4 00:00:16,199 --> 00:00:19,620 周二美股盘中的再度走大幅抛售 5 00:00:19,620 --> 00:00:22,980 纳指一度瀑布狂泻3.6% 6 00:00:22,980 --> 00:00:27,100 程序化踩踏时的局面变成了极端失控状态哈 7 00:00:27,100 --> 00:00:27,989 吓死个人 8 00:00:27,989 --> 00:00:30,829 不过午后华尔街交易员们吃完了盒饭 9 00:00:30,829 --> 00:00:32,689 回来就撸起袖子干活了哈 10 00:00:32,689 --> 00:00:34,350 指数深V反转 11 00:00:34,350 --> 00:00:37,270 最终呢收复了日内大部分失地 12 00:00:37,270 --> 00:00:40,070 标普指小幅收跌0.26% 13 00:00:40,070 --> 00:00:42,280 纳指收跌0.97% 14 00:00:42,280 --> 00:00:43,520 道指的更牛 15 00:00:43,520 --> 00:00:46,119 居然成功转载软件板块 16 00:00:46,119 --> 00:00:47,140 AI服务器 17 00:00:47,140 --> 00:00:48,140 消费电子 18 00:00:48,140 --> 00:00:51,119 汽车制造等这些板块呢遭受重创 19 00:00:51,119 --> 00:00:55,119 VX日内冲到了4月7号以来的最高水平 20 00:00:55,119 --> 00:00:58,829 二三之后呢重新回落到20以下嗯 21 00:00:58,829 --> 00:01:02,448 目前市场情绪明显的紧张 22 00:01:02,448 --> 00:01:06,609 但是距离恐慌区间三十四十还有较远的距离 23 00:01:06,609 --> 00:01:08,930 对于weeks的这个大幅波动 24 00:01:08,930 --> 00:01:12,599 我认为市场其实并不是害怕彻底走熊哈 25 00:01:12,599 --> 00:01:15,500 而是之前风木情绪结束之后呢 26 00:01:15,500 --> 00:01:19,719 机构们开始重新快速建立对冲头寸 27 00:01:19,719 --> 00:01:23,400 就一股脑的涌入铺层推动了vex的走高 28 00:01:23,400 --> 00:01:26,859 标普500指数今天早盘由于多头强势反弹 29 00:01:26,859 --> 00:01:30,680 最高曾触及7483点月均线附近 30 00:01:30,680 --> 00:01:33,609 但是由于明天CPI数据悬在头顶 31 00:01:33,609 --> 00:01:35,849 场内避险情绪较重 32 00:01:35,849 --> 00:01:38,269 指数没能够保持住反弹势头 33 00:01:38,269 --> 00:01:41,069 随即就掉头一路震荡下行 34 00:01:41,069 --> 00:01:44,790 三个周五的抛售让投资者呢措手不及 35 00:01:44,790 --> 00:01:48,170 但是今天其实大家相对来说没有那么恐慌 36 00:01:48,170 --> 00:01:50,590 昨天机构利用指数死猫跳 37 00:01:50,590 --> 00:01:55,120 直接在现货价未买入看跌期权建立了对冲保护 38 00:01:55,120 --> 00:01:57,000 而不是买入看涨期权哈 39 00:01:59,739 --> 00:02:01,799 但是这个下杀的力度和速度呢 40 00:02:01,799 --> 00:02:03,569 还是有点让我感到意外 41 00:02:03,569 --> 00:02:03,829 呃 42 00:02:03,829 --> 00:02:07,689 主要是因为消息面上传来两个新的利空 43 00:02:09,990 --> 00:02:13,830 最近以军对伊朗的袭击是为更猛烈 44 00:02:13,830 --> 00:02:16,030 更严厉的攻击做准备 45 00:02:16,030 --> 00:02:19,930 以军随时恢复对伊朗作战的战备状态 46 00:02:19,930 --> 00:02:20,430 并且呢 47 00:02:24,579 --> 00:02:26,618 随后川普就发帖称啊 48 00:02:26,618 --> 00:02:28,239 刚刚收到美军报告 49 00:02:28,239 --> 00:02:30,098 伊朗在霍尔木兹海峡上空 50 00:02:30,098 --> 00:02:32,150 击落了美军一架直升机 51 00:02:32,150 --> 00:02:35,710 机上两名飞行员都已经安全获救 52 00:02:35,710 --> 00:02:38,780 但是美军必须对这次袭击作出回应 53 00:02:38,780 --> 00:02:39,979 今天开盘前 54 00:02:39,979 --> 00:02:40,780 他还说 55 00:02:40,780 --> 00:02:43,740 这个与伊朗的核谈判取得积极成果 56 00:02:43,740 --> 00:02:46,539 可能一两天内就能够与伊朗达成和平协议了 57 00:02:46,539 --> 00:02:47,620 这又打起来了 58 00:02:47,620 --> 00:02:49,740 嘴里真的是没一句真话 59 00:02:49,740 --> 00:02:51,580 在川普这番表态之后 60 00:02:51,580 --> 00:02:54,180 美股日内跌幅就进一步扩大了 61 00:02:54,180 --> 00:02:58,219 尤其是跌穿30日均线7400点关口之后哈 62 00:02:58,219 --> 00:03:02,340 就引发了新一轮算法交易和恐慌盘的抛售 63 00:03:02,340 --> 00:03:06,259 7300点的put墙都被流动性给撕裂了 64 00:03:06,259 --> 00:03:10,699 指数在盘中一直下探到最低7238点 65 00:03:10,699 --> 00:03:11,979 才止步回升 66 00:03:11,979 --> 00:03:14,150 拉回到30日均线附近 67 00:03:14,150 --> 00:03:15,990 没能够完全占回去 68 00:03:15,990 --> 00:03:19,129 但是能拉回来这么多已经是非常强了 69 00:03:19,129 --> 00:03:22,750 日K呢说出了一根带有长长下影线的阴线 70 00:03:22,750 --> 00:03:23,870 大十字星 71 00:03:23,870 --> 00:03:27,389 空头回补平仓和逢低买入资金 72 00:03:27,389 --> 00:03:30,590 共同推动了今天这个指数日内回升 73 00:03:30,590 --> 00:03:32,569 这两天市场大跌之后 74 00:03:32,569 --> 00:03:35,750 其实将CPI风险也给提前释放了 75 00:03:35,750 --> 00:03:36,500 大部分 76 00:03:36,500 --> 00:03:37,979 美联储小喇叭尼克 77 00:03:37,979 --> 00:03:41,909 今天放出了各大机构对于5月CPI的预测 78 00:03:41,909 --> 00:03:43,669 由于油价上升 79 00:03:43,669 --> 00:03:45,909 整体CPI可能火热 80 00:03:45,909 --> 00:03:49,599 但是最关键的核心数据较为温和 81 00:03:49,599 --> 00:03:50,860 如果真的这样 82 00:03:50,860 --> 00:03:55,219 那美股很可能出现短期利空出净的走势哈 83 00:03:55,219 --> 00:03:58,659 嗯毕竟这个周五SPACEX要挂牌上市 84 00:03:58,659 --> 00:04:00,360 华尔街那么多大投行 85 00:04:00,360 --> 00:04:04,519 尤其是高盛和摩根三类深度参与护盘 86 00:04:04,519 --> 00:04:09,088 资金不会允许大盘在这个时间窗口彻底崩掉 87 00:04:09,088 --> 00:04:11,209 这几天暴力挤泡沫 88 00:04:11,209 --> 00:04:14,968 已经将估值和情绪呢给降温下来了 89 00:04:14,968 --> 00:04:17,949 反而是给SPACEX扫清了道路 90 00:04:17,949 --> 00:04:19,410 连续几天下跌之后 91 00:04:19,410 --> 00:04:22,230 指数可能会在接下来几天拉起来 92 00:04:22,230 --> 00:04:25,759 再次测试上方月均线甚至10日均线哈 93 00:04:25,759 --> 00:04:29,329 所以暂时不宜再继续过度看空咯 94 00:04:29,329 --> 00:04:32,050 今天的低点7238点 95 00:04:32,050 --> 00:04:34,709 大概率就是短期低点了 96 00:04:34,709 --> 00:04:37,100 至少是本周的这个低点 97 00:04:37,100 --> 00:04:40,540 不过呢超跌反弹虽然可以期待哈 98 00:04:40,540 --> 00:04:42,480 但是想要指数V型反转 99 00:04:42,480 --> 00:04:45,089 直接就拉回到前高7600啊 100 00:04:45,089 --> 00:04:46,629 那还是有点困难的 101 00:04:52,920 --> 00:04:53,220 称 102 00:04:56,459 --> 00:04:59,160 10月份可能会紧接着再行动 103 00:04:59,160 --> 00:05:00,220 美联储那边呢 104 00:05:00,220 --> 00:05:03,860 有我所主导的6月17号FMC会议 105 00:05:03,860 --> 00:05:07,009 更被视为本月最重要事件 106 00:05:07,009 --> 00:05:10,569 除非明天CPI数据全面低于预期 107 00:05:10,569 --> 00:05:13,329 彻底击碎加息预期哈 108 00:05:13,329 --> 00:05:16,160 重新打开这个降息空间 109 00:05:16,160 --> 00:05:19,350 否则咱们现在还是暂时谨慎一些 110 00:05:19,350 --> 00:05:21,029 先看反弹再说哈 111 00:05:23,269 --> 00:05:25,449 我们只能够这样子走一步看一步 112 00:05:25,449 --> 00:05:26,730 摩根大通交易台 113 00:05:26,730 --> 00:05:27,850 在昨天周一 114 00:05:27,850 --> 00:05:31,339 刚刚将美股近期品级呢从看多 115 00:05:31,339 --> 00:05:34,519 下调至战术性谨慎嗯 116 00:05:34,519 --> 00:05:38,339 并且警告市场短期内可能持续震荡 117 00:05:38,339 --> 00:05:40,459 因为科技股仍有抛压 118 00:05:40,459 --> 00:05:42,540 虽然可以逢低买入 119 00:05:42,540 --> 00:05:45,259 但是鉴于市场面临着多重风险 120 00:05:45,259 --> 00:05:49,540 小模呢建议投资者在本周以及下周呃 121 00:05:49,540 --> 00:05:51,819 分批建仓更为合理 122 00:05:51,819 --> 00:05:54,720 他自己的潜台词就是这一周下跌 123 00:05:54,720 --> 00:05:55,759 如果反弹之后 124 00:05:55,759 --> 00:05:59,079 下周还会有再次下跌的机会 125 00:05:59,079 --> 00:06:01,930 就再给你这个粉底买入的机会嗯 126 00:06:01,930 --> 00:06:03,149 富国银行表示 127 00:06:03,149 --> 00:06:06,990 未来大盘整体的爬坡速度将会明显放缓 128 00:06:06,990 --> 00:06:10,850 不过美股大趋势依然存在上涨的博弈空间 129 00:06:10,850 --> 00:06:12,389 油价继续回落 130 00:06:12,389 --> 00:06:14,250 美国能源部长今天表示 131 00:06:14,250 --> 00:06:16,449 霍尔木兹海峡的石油运输活动 132 00:06:16,449 --> 00:06:18,029 已经出现了明显回升 133 00:06:18,029 --> 00:06:20,339 并且将会在未来继续增长 134 00:06:20,339 --> 00:06:22,579 这个油价日内下跌 135 00:06:22,579 --> 00:06:24,920 压制了市场的通胀预期 136 00:06:24,920 --> 00:06:27,779 推动10年期美债收益率高位回吐啊 137 00:06:31,060 --> 00:06:32,370 提供了重要的支撑 138 00:06:35,290 --> 00:06:39,519 3日K下影线才刚刚打到30日均线哈 139 00:06:39,519 --> 00:06:40,560 就收上去了 140 00:06:40,560 --> 00:06:42,110 不像标普与那只 141 00:06:42,110 --> 00:06:45,269 今天最低都快达到这个50日均线了 142 00:06:45,269 --> 00:06:48,509 嗯说明费半这里的肉还是很厚的哈 143 00:06:48,509 --> 00:06:50,709 整体仓位依然偏多 144 00:06:55,879 --> 00:06:57,259 表面利空呢是一家 145 00:06:57,259 --> 00:06:59,680 AI与半导体领域的知名研究机构 146 00:06:59,680 --> 00:07:01,399 给客户发了一篇小作文 147 00:07:01,399 --> 00:07:04,560 核心内容就是CPU技术上都有瓶颈 148 00:07:04,560 --> 00:07:06,459 大概率会出现延迟交付 149 00:07:06,459 --> 00:07:10,120 整体来讲就全面否定了官通性的下一次升级 150 00:07:10,120 --> 00:07:12,639 这篇小作文其实并不是刚出的哈 151 00:07:12,639 --> 00:07:14,079 前两周就已经有了 152 00:07:14,079 --> 00:07:17,610 但是之前呢被解释为单纯是美国基建跟不上 153 00:07:17,610 --> 00:07:19,329 电力系统更新缓慢 154 00:07:19,329 --> 00:07:20,889 不是CPU的问题 155 00:07:20,889 --> 00:07:23,009 但是现在美股市场不是动荡吗 156 00:07:23,009 --> 00:07:24,370 华尔街获利了结 157 00:07:24,370 --> 00:07:27,689 而多数官通信股呢都处于历史高位 158 00:07:27,689 --> 00:07:29,370 情绪极度乐观哈 159 00:07:29,370 --> 00:07:30,670 多头仓位拉满 160 00:07:30,670 --> 00:07:35,459 于是机构就把这么一个呃冷饭又给炒热起来 161 00:07:35,459 --> 00:07:36,139 找个理由 162 00:07:36,139 --> 00:07:36,620 派发 163 00:07:36,620 --> 00:07:38,360 其他几个贯通性概念股呢 164 00:07:38,360 --> 00:07:42,569 也全都走DAAOI暴跌超17% 165 00:07:42,569 --> 00:07:43,930 大盘都拉不动它 166 00:07:43,930 --> 00:07:46,040 长黑棍砸到了50日均线 167 00:07:46,040 --> 00:07:48,740 这条均线自今年年初以来呃 168 00:07:48,740 --> 00:07:50,220 从未被跌穿过 169 00:07:50,220 --> 00:07:51,639 如果失手的话 170 00:07:51,639 --> 00:07:54,399 那将会对多头情绪造成更严重打击 171 00:07:54,399 --> 00:07:57,819 open晏呢已经秘密提交了IPO申请 172 00:07:57,819 --> 00:07:58,199 请 173 00:07:58,199 --> 00:08:00,019 成为继onto pick之后 174 00:08:00,019 --> 00:08:03,420 另一间推进上市的大型AI公司啊 175 00:08:03,420 --> 00:08:05,689 这open a也急了哈 176 00:08:05,689 --> 00:08:10,279 公司还没有披露具体的集资规模以及发售条款 177 00:08:10,279 --> 00:08:12,600 也表示上市时间表尚未确定 178 00:08:12,600 --> 00:08:16,100 最快也可能要到9月份才能上市 179 00:08:16,100 --> 00:08:19,139 APLD盘出呢涨超13% 180 00:08:19,139 --> 00:08:21,629 尾盘回吐了日内绝大部分涨幅 181 00:08:21,629 --> 00:08:23,949 这完全就是被大盘给拖累的哈 182 00:08:23,949 --> 00:08:26,399 明天如果市场情绪转好的话 183 00:08:26,399 --> 00:08:28,740 那这个股票可能会有补涨 184 00:08:32,798 --> 00:08:33,879 就出了 185 00:08:33,879 --> 00:08:36,578 做个短线套利也好嗯 186 00:08:36,578 --> 00:08:40,679 最主要是这两周市场呢上冲下洗会比较动荡 187 00:08:40,679 --> 00:08:42,240 这股价波动太大了 188 00:08:42,240 --> 00:08:43,350 长期也拿不住 189 00:08:43,350 --> 00:08:46,730 公司与一家超大规模云服务提供商 190 00:08:46,730 --> 00:08:50,078 签署了一份为期15年的租赁协议 191 00:08:50,078 --> 00:08:52,918 预计将会带来大约52亿美元的收入 192 00:08:52,918 --> 00:08:54,078 这份新协议呢 193 00:08:54,078 --> 00:08:57,460 涵盖了APLD旗下全新AFXTOV 194 00:08:57,460 --> 00:09:00,679 园区的二百十兆瓦计算能力 195 00:09:00,679 --> 00:09:03,740 公司没有透露新客户的更多细节 196 00:09:03,740 --> 00:09:06,100 但表示该交易标志着嗯 197 00:09:06,100 --> 00:09:09,360 他与同一家投资己超大规模企业 198 00:09:09,360 --> 00:09:12,220 达成了第三份长期租赁协议 199 00:09:12,220 --> 00:09:13,419 估计是微软 200 00:09:13,419 --> 00:09:16,568 谷歌或者亚马逊AWSS之一哈 201 00:09:16,568 --> 00:09:18,808 COVIP自去年7月以来 202 00:09:18,808 --> 00:09:21,659 股价表现一直就落后于同行公司 203 00:09:21,659 --> 00:09:26,379 三位联合创始人合计套现超过23亿美元 204 00:09:26,379 --> 00:09:29,360 持股比例呢缩减了近1/4 205 00:09:29,360 --> 00:09:32,139 机构股东更是抛售了55亿美元 206 00:09:33,559 --> 00:09:35,159 这大规模坚持 207 00:09:35,159 --> 00:09:38,529 一直引发市场质疑和投资者的不满 208 00:09:38,970 --> 00:09:42,828 感觉他们就是恨不得将整个公司卖给英伟达嗯 209 00:09:42,828 --> 00:09:46,188 COV的债务高达250亿美元 210 00:09:46,188 --> 00:09:48,399 至今没有入的单机盈利 211 00:09:48,399 --> 00:09:51,700 但是华尔街分析师们仍对该股呢为此看多 212 00:09:51,700 --> 00:09:55,330 主要现在这个市场情绪对于AI还是看好的 213 00:09:55,330 --> 00:09:57,789 如果对AI不再看好了 214 00:09:57,789 --> 00:09:59,340 那这个股票就完了 215 00:09:59,340 --> 00:10:00,279 当然了呃 216 00:10:00,279 --> 00:10:01,559 这只是假设哈 217 00:10:01,559 --> 00:10:03,019 这假设不一定成立 218 00:10:03,019 --> 00:10:04,240 这目前来说 219 00:10:04,240 --> 00:10:07,720 COVIA还是有很多这个大公司订单的 220 00:10:07,720 --> 00:10:10,980 高通股价呢盘前一度涨近3% 221 00:10:10,980 --> 00:10:13,240 黄仁勋昨天在出席活动的时候 222 00:10:13,240 --> 00:10:14,820 公开力挺高通 223 00:10:14,820 --> 00:10:16,970 并且喊话买入股票 224 00:10:16,970 --> 00:10:19,970 今天股价嗯日内也走了一个深V 225 00:10:19,970 --> 00:10:22,690 最后呢仍然收跌5.67% 226 00:10:22,690 --> 00:10:24,940 我其实说实话看不太懂 227 00:10:24,940 --> 00:10:28,419 如今老还四处催票的做法哈 228 00:10:28,419 --> 00:10:30,960 不知道他是不是在学那个川作 229 00:10:30,960 --> 00:10:34,539 有这个时间怎么不好好的管一下自家的股票呢 230 00:10:34,539 --> 00:10:36,139 股东们天天煎熬 231 00:10:36,139 --> 00:10:37,179 这英伟达股价 232 00:10:39,980 --> 00:10:41,340 一路涨到200美元 233 00:10:41,340 --> 00:10:43,059 甚至还小小跌破了 234 00:10:43,059 --> 00:10:46,659 打掉了一大批止损单之后再拉起来 235 00:10:46,659 --> 00:10:48,139 反正我就是不走哈 236 00:10:49,100 --> 00:10:49,980 我还加仓了 237 00:10:49,980 --> 00:10:52,379 不是说AI基建才刚刚开始嘛 238 00:10:52,379 --> 00:10:57,059 那星辰大海总不能一直止步于这个200美元吧 239 00:10:57,059 --> 00:10:59,120 博彩股今天逆势走高 240 00:10:59,120 --> 00:11:02,820 DKNG股价呢单日放量大涨超10% 241 00:11:02,820 --> 00:11:05,078 一日K收出了一根长阳线 242 00:11:05,078 --> 00:11:08,219 终于战胜了这条半年线阻力哈 243 00:11:08,219 --> 00:11:11,500 世界杯的行情呢终于要启动了 244 00:11:11,500 --> 00:11:14,620 呃之前这个底下成交量一直平淡 245 00:11:14,620 --> 00:11:17,059 我们说基本都是散户自嗨 246 00:11:17,059 --> 00:11:18,240 热钱还没有进来 247 00:11:18,240 --> 00:11:21,230 那现在估计有游资机构进来了 248 00:11:21,230 --> 00:11:24,210 百威英博股价今天也是跳空上涨 249 00:11:24,210 --> 00:11:25,950 喝酒看球赛嘛 250 00:11:25,950 --> 00:11:28,840 很明显的就是世界杯行情嗯 251 00:11:28,840 --> 00:11:31,960 估计最近一些资金获利了结 252 00:11:31,960 --> 00:11:34,379 那个AI硬件半导体之后哈 253 00:11:34,379 --> 00:11:38,490 其中有一部分的热钱可能就流入这些嗯 254 00:11:38,490 --> 00:11:41,169 世界杯利好的股票当中哈 255 00:11:41,169 --> 00:11:42,289 开始炒作了 256 00:11:42,289 --> 00:11:44,120 毒苹果被我给猜中了 257 00:11:44,120 --> 00:11:47,419 果然今天扮演了美股空军一号带崩大盘 258 00:11:47,419 --> 00:11:49,639 好在今天日可以售出呃 259 00:11:49,639 --> 00:11:51,200 小小的一根下影线 260 00:11:51,200 --> 00:11:52,019 虽然不长了 261 00:11:52,019 --> 00:11:53,259 但是好歹有那么个意思 262 00:11:53,259 --> 00:11:56,149 在可能会有一个超跌反弹出现哈 263 00:11:56,149 --> 00:11:58,339 等反弹完了再继续下跌 264 00:11:58,339 --> 00:12:00,958 短线要是已经进去了 265 00:12:00,958 --> 00:12:02,958 那涨了就及时止盈 266 00:12:02,958 --> 00:12:04,179 不要恋战 267 00:12:04,179 --> 00:12:07,620 美光科技股价呢原本开盘涨近5% 268 00:12:07,620 --> 00:12:11,580 高盛大幅上调美国按目标价到900美元品级 269 00:12:11,580 --> 00:12:15,100 中信看好公司第三财季的业绩表现 270 00:12:15,100 --> 00:12:17,740 但是股价盘中跟随大势回落 271 00:12:17,740 --> 00:12:19,100 达到月均线之后呢 272 00:12:22,299 --> 00:12:25,539 华尔街机构们是普遍看好捷普科技 273 00:12:25,539 --> 00:12:28,899 g bl股价盘前一度涨超6% 274 00:12:28,899 --> 00:12:34,240 所谓的一个网红股神server net在X平台发帖称 275 00:12:34,620 --> 00:12:36,960 吉普作为一个长线做多标的 276 00:12:36,960 --> 00:12:38,539 极具吸引力 277 00:12:38,539 --> 00:12:42,120 市场目前并没有将吉普的1.6T 278 00:12:42,120 --> 00:12:47,879 这个LRO可插拔光模块业务的估值完全定价 279 00:12:47,879 --> 00:12:50,919 哎呀反正牛市股神多呃 280 00:12:50,919 --> 00:12:52,379 随便听听就得了哈 281 00:12:52,379 --> 00:12:55,759 太空股RDW股价跌超15% 282 00:12:55,759 --> 00:12:59,100 公司起投了5亿美元ATM股权发新 283 00:12:59,100 --> 00:13:02,419 最近几个太空股就轮着这么发新股 284 00:13:02,419 --> 00:13:04,419 借着SPACEX薅羊毛 285 00:13:04,419 --> 00:13:05,740 要么再不圈钱的话 286 00:13:05,740 --> 00:13:07,019 散户都要跑光了 287 00:13:07,019 --> 00:13:09,328 钱全部跑去马斯克那边了 288 00:13:09,328 --> 00:13:13,729 不知不觉DXYZ居然都快跌回到起涨点了哈 289 00:13:13,729 --> 00:13:17,149 把前面因为SPACEX上市炒起来的溢价呢 290 00:13:17,149 --> 00:13:18,590 全都给挤掉了 291 00:13:18,590 --> 00:13:19,990 这很好理解嘛 292 00:13:19,990 --> 00:13:22,710 既然能够直接买正主了 293 00:13:22,710 --> 00:13:25,039 那谁还去买这个二道贩子 294 00:13:25,039 --> 00:13:27,480 所以大家不要浪费钱去抄底哈 295 00:13:27,480 --> 00:13:31,120 有这个钱就等着买SPACEX或者隔壁的working lab 296 00:13:31,120 --> 00:13:32,440 都比这个强多了 297 00:13:32,440 --> 00:13:35,000 AI硬件今天大多数都拉起来 298 00:13:35,000 --> 00:13:36,500 但是软件就废了 299 00:13:36,500 --> 00:13:38,589 微软都七连音了 300 00:13:38,589 --> 00:13:40,489 反正就是跟跌不跟涨 301 00:13:40,489 --> 00:13:41,969 昨天大盘反弹 302 00:13:41,969 --> 00:13:42,808 它下跌 303 00:13:44,269 --> 00:13:45,220 它跌的更狠 304 00:13:45,220 --> 00:13:46,980 大盘后面V起来了 305 00:13:46,980 --> 00:13:48,460 他继续趴着装死 306 00:13:48,460 --> 00:13:50,839 也不知道这个股票到底出了什么毛病 307 00:13:50,839 --> 00:13:52,239 七区投单中呢 308 00:13:52,239 --> 00:13:53,879 就他表现最差了 309 00:13:53,879 --> 00:13:55,859 年初至今累跌16% 310 00:13:55,859 --> 00:13:59,220 跑输meta和特斯拉11%的跌幅 311 00:13:59,220 --> 00:14:01,740 更别提其他几个巨头了哈 312 00:14:01,740 --> 00:14:03,299 嗯幸亏之前 313 00:14:03,299 --> 00:14:06,580 当它股价从这条年线上面掉下来之后 314 00:14:06,580 --> 00:14:08,580 我立即就把它给清掉了 315 00:14:08,580 --> 00:14:10,669 现在连续跌了这么多天 316 00:14:10,669 --> 00:14:13,529 倒是有可能会来一个死猫跳行 317 00:14:13,529 --> 00:14:15,309 今天我们就说到这里 318 00:14:15,309 --> 00:14:18,429 那明天哈CPI数据呃 319 00:14:18,429 --> 00:14:22,730 就看是不是会走出利空出尽的这个走势 320 00:14:22,730 --> 00:14:27,190 万一呃华尔街机构所有的全都看错了 321 00:14:27,190 --> 00:14:30,220 这个核心数据要是炸裂的话 322 00:14:30,220 --> 00:14:34,620 那么就要关注今天日K的低点能否守住 323 00:14:34,620 --> 00:14:35,419 守不住的话 324 00:14:35,419 --> 00:14:39,990 那就是要看下方这个50日均线的支撑了 325 00:14:40,289 --> 00:14:43,409 但是我个人认为应该不至于哈 326 00:14:43,409 --> 00:14:47,429 核心数据应该会稍微比较温和行 327 00:14:47,429 --> 00:14:48,950 今天我们就说到这里 328 00:14:48,950 --> 00:14:50,080 明天见拜拜
评论采集失败
采集完成，该视频无弹幕