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各位好
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上证是跌49.5.1.2%
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42.3000000000000的成交4784家
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待涨待涨家数多了一点
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接近5000家在涨呢
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呃也要稳定市场咯
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嗯也要考虑一下散户朋友们呃
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跌停也多了26家
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涨停还可以有40家
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00:00:26,280 --> 00:00:28,300
涨停的还是比跌停的要多一些
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00:00:28,300 --> 00:00:30,859
上涨加速661家
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红利也仅仅是跌了0.16%
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这些还是跌的少一些
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我所担心的跌的比较多了啊
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微盘股跌3.7
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中证2000
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跌的多了一些
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2.58%
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某证五零啊
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1.01%
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这个我也比较担心的
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而创五零呢跌了1.55%啊
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我也担心一些
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有些散户买的这些呢我都比较担心哦
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防止还好跌
26
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0.88%
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恒科是跌多了一些
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2.48%
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我们观察到下跌的原因是石油啊
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IC不由涨到105
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虽然比昨天的高点有所回落
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但是油价的扰动啊应该是主要原因哦
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当然啊美股的见顶
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这个给全球的股市带来一些外部的干扰因素
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欧股日股韩股硬度几乎都是见顶的
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概率在提升的
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在这样的一个情况底下呢
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由于石油价格的扰动
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它就更加加大了外围市场的不确定性
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我们观察或木兹海峡的通行情况
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再观察这个不稳定的因素
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有没有扩大范围
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再观察唉连锁的反应
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这些呢唉都是会影响我们的股票市场
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再有哈中国的石油储备方面来看呢
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应该说还是比若干年前有长足的进步
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我也经常很多年了
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呼吁啊
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我们增加我们的石油战略储备
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应该有啊
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20年了吧啊
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我们欣喜地看到这些呃
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近十多年啊
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我们战略石油储备大幅增加
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这个是一个很好的事情
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更重要的是我们的能源的结构转型啊
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新能源大幅增加
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而且新能源车大幅增加
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而且我们的各种能源的结构渐趋合适合理啊
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我觉得这个也是我们这一次的有底气的原因啊
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所以我们更多的啊对石油这样的一个问题
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其实它我觉得最终还是要解决的
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因为涉及面太大太广了啊
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我们的整个的唉石油影响到经济
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影响到秩序啊
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影响到方方面面
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影响到通胀
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00:02:53,469 --> 00:02:57,879
再影响到啊美联储的降息的路径等等等等啊
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都有一系列的影响
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00:02:59,500 --> 00:03:01,280
那么这些影响呢
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00:03:01,280 --> 00:03:05,400
加上刚才讲的外围股市系统性的下行
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这个风险在增加
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哎我们怎么样从进攻变成防御
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怎么样从这个激进变成稳健啊
75
00:03:14,009 --> 00:03:17,669
我们怎么样从高杠杆变成一个降杠杆
76
00:03:17,669 --> 00:03:20,699
怎么样从一个借钱变成一个还钱
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00:03:20,699 --> 00:03:23,939
辞职炒股变成回去上班啊
78
00:03:23,939 --> 00:03:26,629
退学炒股赶紧回去上课
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00:03:26,629 --> 00:03:28,330
那我觉得还是有必要的
80
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之前很多人乐观了
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过度激进了
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中招了啊
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任何时候我们对市场都要保持敬畏
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特别是20226年出现了三个高点
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419041704197啊
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分别在2026年的1月14日
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1月29日
88
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3月3日
89
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三个地方出现这三个高点
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今天破4000了
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这个也是意料之中啦
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因为我觉得事先点需要反复需要夯实
93
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这个观点已经很长时间了
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而且我认为2025年的高点是是034
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且我认为3000点是地平线
96
00:04:05,400 --> 00:04:07,080
它需要夯实了17年
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00:04:07,080 --> 00:04:10,500
我们这个4000点才是有半年的时间
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是非常短暂的
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00:04:12,060 --> 00:04:14,180
而且我们在呃2007年
100
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2015年
101
00:04:15,000 --> 00:04:17,089
2025年三四次吧
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啊这个穿越了4000点都非常的短暂
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所以他需要时间进行夯实
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需要反复
105
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需要基础需要筑牢的
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再加上这个油价的因素
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所以出现反复也在情理之中
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我们这样理解就不恐慌了
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好股票不恐慌
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差股票当然要回避了
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看都不用看了是吧
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散户朋友们一定要心小心又小心
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谨慎谨慎又谨慎
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因为稳定市场我是呼吁保护散户的
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我是呼吁要稳定市场的
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但是稳定市场不是稳散户股啊
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散户朋友们一定要自己保护自己
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再见
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当然受影响
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我所讲的是外围市场有系统性的风险在增加
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我讲的是石油带来的一系列影响
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都是外围因素
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再强调一下
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我们讲的是美股
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日股
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韩股
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印度欧股
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我所讲的是美股
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再重复一次
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我讲的是美股
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再见