【Financial Education】重要警告：当前市场的真实面目与布局良机

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你正在投资现代股市中最奇特的时期之一

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这是一个充满惊人机遇的非凡时代

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这里存在大量投资机会

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我希望你能充分利用这些机会

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但观察韩国股市确实非常奇特

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看看这个

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这只股票刚刚暴跌了10%

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难道要发生股市崩盘了吗

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整个指数单日下跌10%

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看看今天的微芯科技股票

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下跌13%以上

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但过去一年股价上涨了750%

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真是奇特的时期

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难道AMD今天出了什么坏消息吗

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不

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没有坏消息

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完全没有这回事

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伴随6%的波动

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在这样的市场中AMD股票就是常态

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没错

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看看像Netflix这样的股票

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现在根本找不到买家

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像Netflix这样的股票

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曾被视为股市中最安全的股票之一

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这些安全型股票

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这些安全科技股

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现在根本找不到买家

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没人想要这些股票

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这只股票过去一年下跌4.1%

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看看Salesforce过去一年下跌4%

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过去一年下跌1%

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看看Intuit股票下跌6%

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过去一年下跌6%

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涉及TurboTax和QuickBooks业务

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以及所有产品线

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股票完全没有买家

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Intuit过去一年下跌66%

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现在

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过去一年股价腰斩仍无人接盘

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看看Meta去年此时股价700美元

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如今该股仍在500美元左右徘徊

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就连英伟达这样的巨头

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去年十月时

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去年十月股价222美元

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当前股价201美元

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这难道不令人惊叹吗看Palantir

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天啊

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泪水正在流淌

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此时此刻，只有那些多年前买入Palantir的人赚到了钱

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尤其是像我这样多年前买入的人

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没错，我通过持有股票获得了丰厚利润

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但如果你最近才买入股票

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现在亏损严重就像跌入唐人街

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此时此刻的情况是

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我要说明的是

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为什么

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不能等到公司形势大好才投资

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如果你多年前买入Palantir

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当时的情况是

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可以说是极其混乱

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你可能在股票上赚到了钱

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但如果你等到一切完美

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所有人都在谈论Palantir的那一年

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现在你的持仓大幅亏损

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此时此刻你可以买入股票

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Palantir股价16美元

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没错，我得说

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让我明确指出

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必须在低位买入

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想要大赚特赚

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想要赚取巨额收益

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必须买入

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当市场感到不适时

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这才是赚大钱的关键

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我确实抓住了几次机会

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说实话

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我在金融危机初期入市

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这正是买入的不适时机

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回想我在股市十八年的经历

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经历了许多艰难时刻

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当时许多股票都令人不适

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在那个特定时间点

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兄弟啊

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我们自己做得如何

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对吧，好的

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今天视频将讨论三个核心主题

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我要给所有投资者发出重要警告

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我需要提醒大家

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其实有三个不同警告

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合并为一条

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我需要解释原因，因为很多人会错失巨额收益

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很多人会因此损失财富

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巨额财富

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我必须说明情况

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好的

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今天视频讨论的是Meta股票

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我以为可以在这段视频中专门讲一部分内容

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专门谈谈Meta股票

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这个股票已经崩盘了，我想谈谈我对Meta的看法

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因为大家都在关注这个

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大家都在议论纷纷

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这支股票一年前还超过七百美元

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现在才五百多

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这些数据简直惊人

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但股价从未上涨

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那这支股票到底怎么了

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现在我想谈谈市场中的Palantir类机会，现在买入

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没错

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被严重低估的股票

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无人看好但未来几年将成巨大机会

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我有几个这样的标的

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只需要你们做一件事

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如果你还没做的话

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请务必点个赞

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点击那个点赞图标

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如果你还没点的话

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对于已经点过的人

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非常感谢你们

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另外请订阅频道

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订阅完全免费

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还有三天申请加入我的私密群组

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我们将于6月26日关闭新成员申请

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这是最后申请私密群组的截止日

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总之

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如果你想加入私密群组

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你必须行动

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赶紧加入

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兄弟

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在评论区置顶留言

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获取所有课程资料

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私密Discord通道

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加入千星群聊

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点

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com

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独家每周视频

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把握先机

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我的核心投资组合表现惊人

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一对一专属体验

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再次提醒最后申请日

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仅剩三天

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准备好了

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女士们先生们

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开始吧

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我的警告是

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第一条

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好的

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我正从一些人的角度看到这一点

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他们说市场已经见顶

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现在我们就该看空

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现在没必要买入股票

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或者现在就做空股票

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这类说法没错

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好的

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这已经是巨大的错误

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好的

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所以罗素三千指数认为这只是一个股市

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好的

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处于历史最高点10%内的股票比例

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大约3%

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现在是5%

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在正常牛市中

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这个数字非常低

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约65%的股票从高点下跌超两位数

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65%的股票下跌两位数

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最简单来说就是

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这个市场多数股票表现糟糕

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多数股票都不行

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不行

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在这个市场

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绝大多数股票现在表现差

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此外我更进一步分析

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约半数股票从高点下跌超20%

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想想这个数据

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股市中约半数股票从高点下跌超20%

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这能算是高点市场吗

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这表现太惊人了

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在我看来不是

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再深入一步

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近40%股票处于灾难状态

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股市中近40%的股票

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从高点下跌超30%

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超30%就是崩盘

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约40%股票处于崩盘

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约半数股票

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相当惨淡

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市场确实如此

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下跌超20%

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这不是市场

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这说明市场极高

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通常来说

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观察过去牛市

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通常70-80%股票在10%内

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处于历史最高点10%内

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在真正的牛市中

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真正的牛市没错

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我们到第三部分

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百分之五

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三十

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百分之五

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这太糟糕了

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所以我可以告诉你这不是正常的牛市

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这不是强劲的牛市

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这极其疲软

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我说的是烂摊子般的疲软

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好的

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你需要理解这一点

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明白我们并不处于健康市场

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现在你看这标普500

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你看纳斯达克会觉得市场一片大好

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深入看表面之下

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我可以告诉你这个市场就像

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如果你看一辆车

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假设是法拉利

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好的，看这辆法拉利车身看起来很棒

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但车盖下根本没有发动机

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没错

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你只看车身会说

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这辆车看起来太棒了

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我迫不及待要开这辆法拉利

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但事实上发动机早已消失

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你根本看不到

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因为你没掀开车盖

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没错，这就是股市的情况

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你只看标普500和纳斯达克指数

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你啊

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这个市场太棒了

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几乎达到历史新高

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真是个了不起的市场

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然后掀开车盖看

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你会发现这个市场毫无底牌

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这里根本没有发动机，市场糟糕透了

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这就是我要说的

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好的

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我们现在处于我所说的伪装熊市

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没错

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就像隐藏的熊市

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你看不出来

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现在它就像森林里的伪装

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但它确实存在

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好的

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听着

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如果你在赚钱

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过去几年在这个市场赚了不少钱

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你确实很擅长这行

245
00:08:04,529 --> 00:08:05,970
因为当我告诉你

246
00:08:05,970 --> 00:08:08,050
你知道绝大多数股票

247
00:08:08,050 --> 00:08:10,089
绝大多数股票表现糟糕

248
00:08:10,089 --> 00:08:12,209
而你却赚了很多钱

249
00:08:12,490 --> 00:08:13,230
干得好

250
00:08:13,230 --> 00:08:14,329
你做对了什么

251
00:08:14,329 --> 00:08:15,079
好的

252
00:08:15,079 --> 00:08:16,220
为你竖起大拇指

253
00:08:16,220 --> 00:08:17,699
你做对了什么

254
00:08:17,699 --> 00:08:18,779
当你在

255
00:08:18,779 --> 00:08:23,490
当我们回到市场中，70%到80%的股票

256
00:08:23,490 --> 00:08:24,810
或在

257
00:08:24,810 --> 00:08:27,009
你知道它们处于历史高位的10%

258
00:08:27,009 --> 00:08:28,569
任何人都能在那个市场赚钱

259
00:08:28,569 --> 00:08:29,529
这轻而易举

260
00:08:29,529 --> 00:08:30,829
这就是挤柠檬

261
00:08:30,829 --> 00:08:32,990
当我们处于这样的市场时

262
00:08:32,990 --> 00:08:35,129
机会稀少

263
00:08:35,129 --> 00:08:37,110
而你却赚了很多钱

264
00:08:37,830 --> 00:08:38,769
为你骄傲

265
00:08:38,769 --> 00:08:40,370
为你骄傲

266
00:08:40,370 --> 00:08:40,730
好的

267
00:08:40,730 --> 00:08:43,149
继续不断突破新高度

268
00:08:43,149 --> 00:08:43,809
好的

269
00:08:43,809 --> 00:08:46,019
第二个警告

270
00:08:48,039 --> 00:08:50,279
人们觉得不必急于买入

271
00:08:50,279 --> 00:08:51,340
被严重打压的股票

272
00:08:51,340 --> 00:08:52,519
优质的被严重打压股票

273
00:08:52,519 --> 00:08:53,360
他们可能想买入

274
00:08:53,360 --> 00:08:54,919
他们感觉无需匆忙

275
00:08:54,919 --> 00:08:56,200
因为他们观察这些股票

276
00:08:56,200 --> 00:08:58,860
它们持续下跌，不断走低

277
00:08:58,860 --> 00:08:59,759
所以他们想

278
00:08:59,759 --> 00:09:02,399
现在何必急于行动

279
00:09:02,399 --> 00:09:02,720
没错

280
00:09:02,720 --> 00:09:03,879
我有大把时间

281
00:09:03,879 --> 00:09:06,059
或许未来能更低买进

282
00:09:06,059 --> 00:09:07,240
一个月后

283
00:09:07,240 --> 00:09:08,519
三个月后

284
00:09:08,519 --> 00:09:09,759
六个月后

285
00:09:09,759 --> 00:09:12,240
最坏情况

286
00:09:12,240 --> 00:09:13,320
他们考虑最坏情况

287
00:09:13,320 --> 00:09:13,879
我可以以

288
00:09:13,879 --> 00:09:16,200
和现在相同的价格购入

289
00:09:16,200 --> 00:09:16,950
没错

290
00:09:16,950 --> 00:09:19,529
别急着行动，慢慢来

291
00:09:19,529 --> 00:09:20,009
好的

292
00:09:20,009 --> 00:09:21,350
看看像Celsius这样的股票

293
00:09:21,350 --> 00:09:23,110
假设你是Celsius的坚定支持者

294
00:09:23,110 --> 00:09:26,960
认为它将成为未来十年

295
00:09:26,960 --> 00:09:28,509
二十年甚至三十年的伟大企业

296
00:09:28,509 --> 00:09:30,110
下一个饮料巨头

297
00:09:30,110 --> 00:09:31,570
你正在查看摄氏度

298
00:09:31,570 --> 00:09:33,549
过去一年股价下跌了34%

299
00:09:33,549 --> 00:09:34,460
28美元

300
00:09:34,460 --> 00:09:36,059
股价持续不断下跌

301
00:09:36,059 --> 00:09:37,100
所以你打算卖出像

302
00:09:37,100 --> 00:09:37,659
何必这么急

303
00:09:37,659 --> 00:09:39,139
你这周为什么不买

304
00:09:39,139 --> 00:09:40,639
我可以在一个月后买入

305
00:09:40,639 --> 00:09:43,120
大概两到三个月后

306
00:09:43,120 --> 00:09:45,039
两五或三五美元

307
00:09:45,039 --> 00:09:45,820
六个月后

308
00:09:45,820 --> 00:09:46,379
这类情况

309
00:09:46,379 --> 00:09:47,279
好的听着

310
00:09:47,279 --> 00:09:49,360
在这个游戏中必须非常谨慎

311
00:09:49,360 --> 00:09:49,960
好的

312
00:09:49,960 --> 00:09:51,620
看看像摄氏度这样的股票

313
00:09:51,620 --> 00:09:54,740
2023年1月到2024年1月

314
00:09:54,740 --> 00:09:56,700
该股票从30美元

315
00:09:56,700 --> 00:09:57,320
十月

316
00:09:57,320 --> 00:09:59,679
一年内上涨80%

317
00:09:59,679 --> 00:10:00,139
好的

318
00:10:00,139 --> 00:10:02,840
如果你认为摄氏度一年后

319
00:10:02,840 --> 00:10:06,450
不可能是60或80或100美元

320
00:10:06,450 --> 00:10:08,110
可能没问题

321
00:10:08,110 --> 00:10:09,509
很容易达到这个价位

322
00:10:09,509 --> 00:10:12,120
不一定需要市场狂涨

323
00:10:12,120 --> 00:10:14,100
如果摄氏度的财报良好

324
00:10:14,100 --> 00:10:18,250
人们会更相信它利润

325
00:10:18,250 --> 00:10:20,470
开始提升每股收益

326
00:10:20,470 --> 00:10:21,190
开始上涨

327
00:10:21,190 --> 00:10:23,629
营收略超预期

328
00:10:23,629 --> 00:10:27,929
摆脱这种糟糕的市场情绪

329
00:10:27,929 --> 00:10:28,730
摄氏度

330
00:10:28,730 --> 00:10:32,620
这只股票可能明年翻倍或三倍

331
00:10:32,620 --> 00:10:33,899
不意味着一定会发生

332
00:10:33,899 --> 00:10:35,639
但很容易实现

333
00:10:35,639 --> 00:10:38,059
这类股票没有太多时间

334
00:10:38,059 --> 00:10:38,980
我就不多说了

335
00:10:38,980 --> 00:10:40,480
假设你非常看好ELF

336
00:10:40,480 --> 00:10:42,320
认为ELF会涨到200美元

337
00:10:42,320 --> 00:10:43,059
没错但你要看

338
00:10:43,059 --> 00:10:43,299
你可能会说

339
00:10:43,299 --> 00:10:44,019
何必这么急

340
00:10:44,019 --> 00:10:44,539
我是说

341
00:10:44,539 --> 00:10:46,659
现在买入ELF63美元

342
00:10:46,659 --> 00:10:48,200
一个月后还是63美元

343
00:10:48,200 --> 00:10:48,940
三个月后

344
00:10:48,940 --> 00:10:50,120
六个月后对吧

345
00:10:50,120 --> 00:10:50,700
没有

346
00:10:50,700 --> 00:10:52,100
不必急于买入ELF

347
00:10:52,100 --> 00:10:52,340
我的意思是

348
00:10:52,340 --> 00:10:53,460
看看过去一年的股票走势

349
00:10:53,460 --> 00:10:54,730
现在涨了四十五个百分点

350
00:10:54,730 --> 00:10:55,370
真是这样啊

351
00:10:55,370 --> 00:10:57,149
这样的理性股票会怎样呢

352
00:10:57,149 --> 00:10:59,669
这就是那种暴涨的股票

353
00:10:59,669 --> 00:11:00,750
仅仅因为

354
00:11:00,750 --> 00:11:01,190
呃

355
00:11:01,190 --> 00:11:02,149
六月五号对吧

356
00:11:02,149 --> 00:11:03,269
就在几周前

357
00:11:03,269 --> 00:11:04,590
我现在在六月录制这个视频

358
00:11:04,590 --> 00:11:05,690
二十三号

359
00:11:05,690 --> 00:11:06,350
你好

360
00:11:06,350 --> 00:11:07,169
主频道

361
00:11:07,169 --> 00:11:08,299
欢迎

362
00:11:08,299 --> 00:11:09,340
看看这个

363
00:11:09,340 --> 00:11:14,370
股票在几周内上涨近三十个百分点

364
00:11:14,649 --> 00:11:17,750
三十个百分点就这么轻松

365
00:11:17,750 --> 00:11:20,769
难道还能再涨三十个百分点吗

366
00:11:20,769 --> 00:11:23,529
当然可以，绝对可以

367
00:11:23,529 --> 00:11:24,870
看看这个elf

368
00:11:24,870 --> 00:11:26,830
这要追溯到两年前

369
00:11:26,830 --> 00:11:29,389
就在两年后的上升期

370
00:11:29,389 --> 00:11:31,679
在这两年间

371
00:11:31,679 --> 00:11:34,220
从二十美元涨到两百美元

372
00:11:34,220 --> 00:11:37,778
两年内从二十美元涨到两百美元

373
00:11:37,778 --> 00:11:38,798
简直令人难以置信

374
00:11:39,798 --> 00:11:41,438
像elf这样的股票

375
00:11:41,438 --> 00:11:44,328
当它再次获得动量时

376
00:11:44,328 --> 00:11:46,349
我们可以讨论是否已经启动

377
00:11:46,349 --> 00:11:47,808
你可以进行强有力的辩论

378
00:11:47,808 --> 00:11:49,288
它其实已经开始积累动量

379
00:11:49,288 --> 00:11:52,288
几周内上涨三十个百分点

380
00:11:52,288 --> 00:11:56,208
这可能表明动量正在形成

381
00:11:56,208 --> 00:11:58,408
但当它启动时

382
00:11:58,408 --> 00:12:00,419
涨幅会非常显著

383
00:12:00,419 --> 00:12:02,059
这就是上涨和下跌的风险

384
00:12:02,059 --> 00:12:03,679
下跌时走势极其凶猛

385
00:12:03,679 --> 00:12:04,799
对于这只股票来说

386
00:12:04,799 --> 00:12:06,889
但一旦开始上涨

387
00:12:06,889 --> 00:12:07,370
哦

388
00:12:07,370 --> 00:12:08,350
它会继续上涨吗

389
00:12:08,350 --> 00:12:09,909
这只股票可能涨到一百五十美元

390
00:12:09,909 --> 00:12:10,690
转眼之间

391
00:12:10,690 --> 00:12:11,149
当你意识到

392
00:12:11,149 --> 00:12:11,590
呃

393
00:12:11,590 --> 00:12:13,009
这些东西怎么样了

394
00:12:13,009 --> 00:12:14,309
看看像耐克这样的股票

395
00:12:14,309 --> 00:12:14,889
耐克

396
00:12:14,889 --> 00:12:16,129
伟大的历史公司

397
00:12:16,129 --> 00:12:17,470
你可能会觉得没有紧迫感

398
00:12:17,470 --> 00:12:19,830
过去一年股价下跌约2.9%

399
00:12:19,830 --> 00:12:20,980
现在四十二美元

400
00:12:20,980 --> 00:12:21,740
你看这个

401
00:12:21,740 --> 00:12:22,519
就像啊

402
00:12:22,519 --> 00:12:24,240
耐克不会快速变动

403
00:12:24,240 --> 00:12:26,289
这只股票会涨到四十二美元

404
00:12:26,289 --> 00:12:27,470
三十九美元

405
00:12:27,470 --> 00:12:28,549
四十五美元

406
00:12:28,549 --> 00:12:29,950
六个月后好吧

407
00:12:29,950 --> 00:12:30,610
三个月后

408
00:12:30,610 --> 00:12:31,330
一个月后

409
00:12:31,330 --> 00:12:31,850
这就是耐克

410
00:12:31,850 --> 00:12:32,610
这不是科技股

411
00:12:32,610 --> 00:12:33,690
为什么能快速变动

412
00:12:33,690 --> 00:12:35,409
像这样的情况呢

413
00:12:35,809 --> 00:12:37,250
有一只叫欧莱雅的股票

414
00:12:37,250 --> 00:12:38,909
我持有EL股票对吧

415
00:12:38,909 --> 00:12:42,590
类似的情况，公司处于转型期

416
00:12:42,590 --> 00:12:43,909
他们稍微领先了耐克

417
00:12:43,909 --> 00:12:45,669
关于他们的转型对吧

418
00:12:45,669 --> 00:12:47,950
欧莱雅是优质历史品牌

419
00:12:47,950 --> 00:12:48,750
有点像耐克

420
00:12:48,750 --> 00:12:50,070
是优质历史品牌对吧

421
00:12:50,070 --> 00:12:53,500
几年前他们不得不做出艰难决策和业务调整

422
00:12:53,500 --> 00:12:56,620
然后开始转型，看看股价走势

423
00:12:56,620 --> 00:12:57,799
大约九个月时间

424
00:12:57,799 --> 00:12:59,039
转型开始后

425
00:12:59,039 --> 00:13:01,440
这只股票曾是

426
00:13:01,440 --> 00:13:01,860
你知道的

427
00:13:01,860 --> 00:13:03,980
我们可以称其为每股四五十美元

428
00:13:03,980 --> 00:13:05,100
飙升到一百美元以上

429
00:13:05,100 --> 00:13:09,110
股票在九个月内暴涨116%

430
00:13:09,110 --> 00:13:10,649
这就像孕育婴儿的时间

431
00:13:10,649 --> 00:13:13,000
股价上涨116%

432
00:13:13,000 --> 00:13:17,419
如果你认为耐克无法从四十二涨到六十二

433
00:13:17,419 --> 00:13:18,779
在未来九个月内

434
00:13:18,779 --> 00:13:20,720
这并不意味着一定会发生

435
00:13:20,720 --> 00:13:21,840
但不要惊讶

436
00:13:21,840 --> 00:13:22,679
不要震惊

437
00:13:22,679 --> 00:13:23,700
不要惊讶

438
00:13:23,700 --> 00:13:25,000
这里发生了什么

439
00:13:25,000 --> 00:13:27,720
如果耐克在未来九个月内涨到六十二

440
00:13:27,720 --> 00:13:29,500
我完全不会惊讶

441
00:13:29,500 --> 00:13:31,860
六个月内或九个月内到八十二

442
00:13:31,860 --> 00:13:33,059
我完全不会惊讶

443
00:13:33,059 --> 00:13:33,759
哦是的

444
00:13:33,759 --> 00:13:36,960
转型期启动后就会发生这种情况

445
00:13:36,960 --> 00:13:40,559
非投资者总以为有无限时间入市

446
00:13:40,559 --> 00:13:42,230
我认为何必着急

447
00:13:42,230 --> 00:13:43,629
现在有紧急情况吗

448
00:13:43,629 --> 00:13:46,049
他们不明白复利效应及其运作原理

449
00:13:46,049 --> 00:13:48,250
你没有无限时间进入市场

450
00:13:48,250 --> 00:13:49,590
现在必须进入市场

451
00:13:49,590 --> 00:13:50,629
开始投资

452
00:13:50,629 --> 00:13:51,610
认真对待

453
00:13:51,610 --> 00:13:53,230
不断提升投资能力

454
00:13:53,230 --> 00:13:53,789
没错

455
00:13:53,789 --> 00:13:57,590
在未来20-30年持续投资并持续积累

456
00:13:57,590 --> 00:13:58,210
持续积累

457
00:13:58,210 --> 00:13:59,610
持续增长对吧

458
00:14:00,049 --> 00:14:01,610
而投资者们

459
00:14:01,610 --> 00:14:02,330
已经在市场中

460
00:14:02,330 --> 00:14:04,110
他们认为永远有时间买入

461
00:14:04,110 --> 00:14:06,330
被重挫的股票对吧

462
00:14:06,330 --> 00:14:08,328
他们觉得时间充裕

463
00:14:08,328 --> 00:14:10,828
如果是一家没有长期前景的糟糕公司

464
00:14:10,828 --> 00:14:12,679
没错 你确实有无限时间

465
00:14:12,679 --> 00:14:13,980
因为公司即将破产

466
00:14:13,980 --> 00:14:14,899
罗伯特·德尼罗

467
00:14:14,899 --> 00:14:15,700
最后的战士

468
00:14:15,700 --> 00:14:16,299
好的

469
00:14:16,299 --> 00:14:20,729
但对于优质公司

470
00:14:20,729 --> 00:14:22,279
你没有无限时间

471
00:14:22,279 --> 00:14:23,419
如果你有1年

472
00:14:23,419 --> 00:14:25,500
两年窗口期买入这些股票很棒

473
00:14:25,500 --> 00:14:26,779
对此要心怀感激

474
00:14:26,779 --> 00:14:29,190
但不要以为

475
00:14:29,190 --> 00:14:30,590
它已经连续下跌一年

476
00:14:30,590 --> 00:14:31,830
已经连续下跌两年

477
00:14:31,830 --> 00:14:33,379
已经连续下跌三年

478
00:14:33,379 --> 00:14:34,799
我还有充足时间

479
00:14:34,799 --> 00:14:35,840
并非如此运作

480
00:14:35,840 --> 00:14:37,620
完全不是这样运作

481
00:14:37,620 --> 00:14:38,259
好的

482
00:14:38,259 --> 00:14:40,740
警告三号

483
00:14:40,980 --> 00:14:43,580
请务必注意

484
00:14:44,250 --> 00:14:47,350
我看到有人涌入热门股票

485
00:14:47,350 --> 00:14:48,529
他们正在寻找

486
00:14:48,529 --> 00:14:48,990
我打算去

487
00:14:48,990 --> 00:14:49,830
随便什么热门

488
00:14:49,830 --> 00:14:50,970
随便什么流行的东西

489
00:14:50,970 --> 00:14:52,970
随便什么暴涨的

490
00:14:52,970 --> 00:14:55,769
SpaceX就是典型案例

491
00:14:55,769 --> 00:14:56,070
没错

492
00:14:56,070 --> 00:14:58,009
SpaceX上周还是热门

493
00:14:58,009 --> 00:14:58,610
两周前

494
00:14:58,610 --> 00:14:59,330
随便什么对吧

495
00:14:59,330 --> 00:15:00,990
人们纷纷涌入

496
00:15:00,990 --> 00:15:03,129
我认为SpaceX已下跌30%

497
00:15:03,129 --> 00:15:04,320
在高位之上

498
00:15:04,320 --> 00:15:06,299
Palantir去年股价一度飙升

499
00:15:06,299 --> 00:15:09,659
Palantir股价疯狂上涨两百多

500
00:15:09,659 --> 00:15:10,960
我是说大家都在热议

501
00:15:10,960 --> 00:15:13,019
这似乎是最热门的股票之一

502
00:15:13,019 --> 00:15:15,679
实际上就在CNBC那个时段

503
00:15:15,679 --> 00:15:17,320
所有人都疯狂追捧Palantir

504
00:15:17,320 --> 00:15:21,139
而如今Palantir的发展大家也都看到了

505
00:15:21,139 --> 00:15:23,600
所有投资者趋之若鹜的热门股

506
00:15:23,600 --> 00:15:25,889
或者像内存股这类

507
00:15:25,889 --> 00:15:27,049
看看内存股

508
00:15:27,049 --> 00:15:31,850
它们简直涨疯了对吧 这就是现在的情况

509
00:15:31,850 --> 00:15:33,840
现在所有人都在关注这些

510
00:15:33,840 --> 00:15:35,620
比如SpaceX这类公司

511
00:15:35,620 --> 00:15:36,740
所有人都蜂拥而入

512
00:15:36,740 --> 00:15:39,240
甚至不明白自己在买什么

513
00:15:39,240 --> 00:15:40,879
只是盲目买入

514
00:15:40,879 --> 00:15:45,269
因为马斯克和火箭发射太令人兴奋了

515
00:15:45,269 --> 00:15:45,549
还有

516
00:15:45,549 --> 00:15:47,078
天啊没错

517
00:15:47,078 --> 00:15:50,558
他们根本没意识到这家公司短期内不会盈利

518
00:15:50,558 --> 00:15:52,149
短期内

519
00:15:52,149 --> 00:15:54,529
这使得它成为极度危险的股票

520
00:15:54,529 --> 00:15:56,509
不要被市值迷惑以为

521
00:15:56,509 --> 00:15:58,039
这是安全的投资

522
00:15:58,039 --> 00:15:58,519
哦

523
00:15:58,519 --> 00:15:58,720
这

524
00:15:58,720 --> 00:15:59,080
呃

525
00:15:59,080 --> 00:15:59,720
埃隆·马斯克

526
00:15:59,720 --> 00:16:01,480
这可不是那么容易的

527
00:16:01,480 --> 00:16:02,600
我可不这么认为

528
00:16:02,600 --> 00:16:03,039
不

529
00:16:03,039 --> 00:16:04,818
亏损企业

530
00:16:04,818 --> 00:16:06,739
投资极其危险

531
00:16:06,739 --> 00:16:07,519
好吧

532
00:16:07,519 --> 00:16:13,360
SpaceX最早在2029或2030年才能盈利

533
00:16:13,360 --> 00:16:14,350
但这是最早的情况

534
00:16:14,350 --> 00:16:15,350
短期内不可能

535
00:16:15,350 --> 00:16:16,009
我预测

536
00:16:16,009 --> 00:16:17,149
我预计SpaceX

537
00:16:17,149 --> 00:16:18,070
如果要盈利的话

538
00:16:18,070 --> 00:16:20,350
可能在2030年代某个时候

539
00:16:20,350 --> 00:16:20,889
好吧

540
00:16:20,889 --> 00:16:25,789
这意味着未来几年都是高风险股票

541
00:16:25,789 --> 00:16:29,629
在这样的股票上很难获得可持续收益

542
00:16:29,629 --> 00:16:30,110
你知道的

543
00:16:30,110 --> 00:16:30,649
呃

544
00:16:30,649 --> 00:16:31,590
获得动量

545
00:16:31,590 --> 00:16:32,889
交易者炒作这类标的

546
00:16:32,889 --> 00:16:34,950
谁知道会不会一直这样

547
00:16:34,950 --> 00:16:38,730
但要在未来几年内实现股票的可持续长期增长

548
00:16:38,730 --> 00:16:41,669
直到接近盈利前都很难

549
00:16:41,669 --> 00:16:44,490
那时人们才会真正开始大量买入

550
00:16:44,490 --> 00:16:46,830
大资金短期内不会买入太空探索公司

551
00:16:46,830 --> 00:16:48,089
你知道为什么吗

552
00:16:48,089 --> 00:16:48,568
是的

553
00:16:48,568 --> 00:16:49,908
或许除了罗恩·巴伦

554
00:16:49,908 --> 00:16:50,509
凯西·伍德

555
00:16:50,509 --> 00:16:51,769
可能类似这种情况

556
00:16:51,769 --> 00:16:54,729
但大资金短期内不会涌入太空探索公司

557
00:16:54,729 --> 00:16:56,068
因为它们尚未盈利

558
00:16:56,068 --> 00:16:59,849
大资金开始关注何时转为盈利

559
00:16:59,849 --> 00:17:01,269
那时他们才会大量涌入

560
00:17:01,269 --> 00:17:07,199
同时市场上将出现大量抛售股份

561
00:17:07,199 --> 00:17:10,519
没错，未来六个月人们会陆续卖出

562
00:17:10,519 --> 00:17:12,239
以及锁定期到期

563
00:17:12,239 --> 00:17:13,420
这会很混乱

564
00:17:13,420 --> 00:17:15,859
然后人们会意识到自己实际买了什么

565
00:17:15,859 --> 00:17:18,440
很多人甚至没看清就卖出

566
00:17:18,440 --> 00:17:18,940
我说

567
00:17:18,940 --> 00:17:19,920
这会非常混乱

568
00:17:19,920 --> 00:17:21,339
接下来一段时间都是混乱

569
00:17:21,339 --> 00:17:22,799
现在

570
00:17:22,799 --> 00:17:24,099
看看内存股的表现

571
00:17:24,099 --> 00:17:24,400
没错

572
00:17:24,400 --> 00:17:24,940
如果你觉得

573
00:17:24,940 --> 00:17:26,039
现在就入场吧

574
00:17:26,039 --> 00:17:27,140
直接参与热门交易

575
00:17:27,140 --> 00:17:29,319
除了今天，这似乎是轻松赚钱

576
00:17:29,319 --> 00:17:31,980
没错，它们似乎持续上涨

577
00:17:31,980 --> 00:17:33,079
所以

578
00:17:33,079 --> 00:17:34,929
现在要买入这个沙盘游戏

579
00:17:34,929 --> 00:17:38,449
过去一年涨幅达四千%

580
00:17:38,449 --> 00:17:39,909
我现在要买入

581
00:17:39,909 --> 00:17:42,440
现在正是时机

582
00:17:42,839 --> 00:17:46,160
你明白这些会员公司运作方式吗

583
00:17:46,269 --> 00:17:47,089
你知道吗

584
00:17:47,089 --> 00:17:47,430
不知道

585
00:17:47,430 --> 00:17:48,309
不像

586
00:17:48,309 --> 00:17:49,670
现在要买入沙盘游戏

587
00:17:49,670 --> 00:17:49,990
不

588
00:17:49,990 --> 00:17:52,029
因为你早已持有沙盘游戏很久

589
00:17:52,029 --> 00:17:52,490
没错

590
00:17:52,490 --> 00:17:53,829
看看像美光科技这样的股票

591
00:17:53,829 --> 00:17:57,670
我现在要买入美光，涨幅七百七十七%

592
00:17:57,670 --> 00:17:58,369
对的

593
00:17:58,369 --> 00:17:59,829
然后你说

594
00:17:59,829 --> 00:18:01,049
或许还能涨到一千五百%

595
00:18:01,049 --> 00:18:02,069
或许能到两千%

596
00:18:02,069 --> 00:18:03,269
可能还会更高

597
00:18:03,589 --> 00:18:06,990
但这就是一个彻彻底底的赌博式决策对吧

598
00:18:06,990 --> 00:18:09,529
这就是一个典型的交易员式决策

599
00:18:09,529 --> 00:18:10,069
哦

600
00:18:10,069 --> 00:18:14,390
或许它会再冲到1500到2000点

601
00:18:14,390 --> 00:18:15,329
在未来六个月

602
00:18:15,329 --> 00:18:15,990
九个月时间

603
00:18:15,990 --> 00:18:18,369
如果你已经长期持有Micron股票

604
00:18:18,369 --> 00:18:19,809
这很公平对吧

605
00:18:19,809 --> 00:18:20,329
写下来

606
00:18:20,329 --> 00:18:21,170
如果你想继续持有

607
00:18:21,170 --> 00:18:22,490
但如果你想现在入场

608
00:18:24,089 --> 00:18:25,170
我的意思是就像

609
00:18:25,170 --> 00:18:25,799
你知道的

610
00:18:25,799 --> 00:18:27,279
你就是在向靶心乱扔飞镖

611
00:18:27,279 --> 00:18:28,400
这完全就是赌博

612
00:18:28,400 --> 00:18:29,200
这就像我

613
00:18:29,200 --> 00:18:30,460
我就住在拉斯维加斯

614
00:18:30,460 --> 00:18:31,039
你们都知道

615
00:18:31,039 --> 00:18:31,880
我住在拉斯维加斯

616
00:18:31,880 --> 00:18:33,200
这就像我下注

617
00:18:33,200 --> 00:18:34,200
嗯

618
00:18:34,200 --> 00:18:34,680
你知道的

619
00:18:34,680 --> 00:18:35,680
去玩轮盘赌

620
00:18:35,680 --> 00:18:36,700
而最近

621
00:18:36,700 --> 00:18:37,740
你知道黑色

622
00:18:37,740 --> 00:18:38,920
连续出现很多次

623
00:18:38,920 --> 00:18:40,849
所以我赌它还会再出黑色

624
00:18:40,849 --> 00:18:42,269
因为一直都在出黑色

625
00:18:42,269 --> 00:18:43,880
这完全就是赌博

626
00:18:43,880 --> 00:18:45,920
你知道我可能翻倍赚钱

627
00:18:45,920 --> 00:18:47,299
我去了那里

628
00:18:47,299 --> 00:18:48,180
高限额赌桌

629
00:18:48,180 --> 00:18:48,640
赢了

630
00:18:48,640 --> 00:18:50,400
再赢一千美元

631
00:18:50,400 --> 00:18:50,799
哦

632
00:18:50,799 --> 00:18:51,680
一直都在出黑色

633
00:18:51,680 --> 00:18:52,359
我有点赌黑

634
00:18:52,359 --> 00:18:53,990
因为这就是连续出现的结果

635
00:18:53,990 --> 00:18:54,569
哦

636
00:18:54,569 --> 00:18:57,869
我翻倍了 把一千变成两千

637
00:18:57,869 --> 00:18:59,130
现在我有两万美元了

638
00:18:59,130 --> 00:18:59,630
对吧

639
00:18:59,630 --> 00:19:00,470
好吧

640
00:19:00,470 --> 00:19:01,480
你知道的

641
00:19:01,480 --> 00:19:01,960
哦

642
00:19:01,960 --> 00:19:02,700
我太聪明了

643
00:19:02,700 --> 00:19:04,119
我是天才对吧

644
00:19:04,119 --> 00:19:04,700
听着

645
00:19:04,700 --> 00:19:05,920
这完全就是赌博

646
00:19:05,920 --> 00:19:08,640
所以当你考虑现在入场Micron股票

647
00:19:08,640 --> 00:19:10,400
或者闪迪内存芯片在播放

648
00:19:10,400 --> 00:19:11,720
你来得太晚了

649
00:19:12,839 --> 00:19:15,079
来得实在是太晚了

650
00:19:15,079 --> 00:19:16,660
但这并不意味着你赚不到钱

651
00:19:16,660 --> 00:19:19,940
但你得明白这些会员制公司是怎么运作的

652
00:19:19,940 --> 00:19:22,859
我不觉得很多人理解周期性规律

653
00:19:22,859 --> 00:19:23,839
这些业务都带有这种特性

654
00:19:23,839 --> 00:19:26,460
仅仅因为现在数据增长得如此疯狂

655
00:19:26,460 --> 00:19:27,859
他们还会听到像这样的话

656
00:19:27,859 --> 00:19:29,359
内存需求会越来越高

657
00:19:29,359 --> 00:19:29,700
是的

658
00:19:29,700 --> 00:19:30,579
这是事实

659
00:19:30,579 --> 00:19:34,039
但这并不意味着股价会永远涨个不停

660
00:19:34,039 --> 00:19:35,779
这些公司的运作方式可不是这样

661
00:19:35,779 --> 00:19:37,960
外面有很多有趣的事情发生

662
00:19:37,960 --> 00:19:40,589
SpaceX市值突破两万亿美元

663
00:19:40,589 --> 00:19:41,930
我认为它曾达到过什么

664
00:19:41,930 --> 00:19:42,309
两点

665
00:19:42,309 --> 00:19:44,450
八万亿美元或更夸张的水平

666
00:19:44,450 --> 00:19:45,859
我认为它甚至超越了

667
00:19:45,859 --> 00:19:48,569
在峰值时它曾超越微软

668
00:19:48,569 --> 00:19:51,230
成为全球第四大公司

669
00:19:51,230 --> 00:19:53,109
我们有很多奇怪的事情在发生

670
00:19:53,109 --> 00:19:56,009
就连特斯拉这样的估值也显得非常奇怪

671
00:19:56,009 --> 00:19:57,950
我们有这些内存芯片公司

672
00:19:57,950 --> 00:20:00,549
比如全球第十二大市值公司

673
00:20:00,549 --> 00:20:02,329
目前是三星

674
00:20:02,329 --> 00:20:04,490
第十三大是美光

675
00:20:04,490 --> 00:20:05,009
呃

676
00:20:05,009 --> 00:20:06,210
这些感觉像外来者

677
00:20:06,210 --> 00:20:07,089
有些股票

678
00:20:07,089 --> 00:20:09,130
比如SK海力士和其他会员制公司

679
00:20:09,130 --> 00:20:11,009
全球第十四大市值公司

680
00:20:11,009 --> 00:20:11,710
想想这些

681
00:20:11,710 --> 00:20:12,809
在三星公司里

682
00:20:12,809 --> 00:20:13,430
你可能会说

683
00:20:13,430 --> 00:20:15,890
他们还卖手机、洗衣机和烘干机等

684
00:20:15,890 --> 00:20:17,960
这样的公司价值是否如此

685
00:20:17,960 --> 00:20:20,369
并非因为卖手机或家电

686
00:20:20,369 --> 00:20:21,269
这样的价值是否合理

687
00:20:21,269 --> 00:20:23,430
因为它们拥有庞大的内存芯片业务

688
00:20:23,430 --> 00:20:23,950
正是如此

689
00:20:23,950 --> 00:20:25,750
现在它是全球第十二大公司

690
00:20:25,750 --> 00:20:28,069
好吧，再想想这个

691
00:20:28,069 --> 00:20:29,289
这些都是内存芯片公司

692
00:20:29,289 --> 00:20:30,660
属于大宗商品

693
00:20:30,660 --> 00:20:31,180
而且

694
00:20:31,180 --> 00:20:35,589
它们的估值甚至高于伯克希尔哈撒韦

695
00:20:35,589 --> 00:20:36,990
高于沃尔玛

696
00:20:36,990 --> 00:20:38,230
高于摩根大通

697
00:20:38,230 --> 00:20:38,799
追逐

698
00:20:38,799 --> 00:20:41,200
世界上最成功的金融机构

699
00:20:41,200 --> 00:20:42,259
然后是万事达卡

700
00:20:42,259 --> 00:20:43,559
然后是埃克森美孚

701
00:20:43,559 --> 00:20:44,240
我说该死的

702
00:20:44,240 --> 00:20:47,059
这些公司交易并使埃克森美孚的估值翻倍

703
00:20:47,059 --> 00:20:50,299
世界上最大的油气巨头没错吧

704
00:20:50,819 --> 00:20:52,019
哪里出了问题

705
00:20:52,019 --> 00:20:53,200
这不可持续

706
00:20:53,200 --> 00:20:54,119
这不正常

707
00:20:54,119 --> 00:20:55,259
这些都不对

708
00:20:55,259 --> 00:21:01,079
所以你要明白，想抓住当时热门的热点

709
00:21:01,079 --> 00:21:02,559
你得把握好时机

710
00:21:02,559 --> 00:21:03,839
而且必须作为交易来操作

711
00:21:03,839 --> 00:21:05,880
这样玩股票太蠢了

712
00:21:05,880 --> 00:21:06,700
最大的

713
00:21:06,700 --> 00:21:08,420
你赚到的最大财富

714
00:21:08,420 --> 00:21:10,140
不是试图去计算

715
00:21:10,140 --> 00:21:12,319
如果我能以一点的价格买入

716
00:21:12,319 --> 00:21:13,579
两万亿美元市值的市场

717
00:21:13,579 --> 00:21:16,359
在它崩盘前把它推到两万亿美元市值

718
00:21:16,359 --> 00:21:18,059
这不是赚钱之道

719
00:21:18,059 --> 00:21:20,539
最大的机会就像一年前

720
00:21:20,539 --> 00:21:21,140
两年前

721
00:21:21,140 --> 00:21:22,119
如何赚大钱

722
00:21:22,119 --> 00:21:23,220
同样适用于AMD

723
00:21:23,220 --> 00:21:24,380
同样适用于所有这些股票

724
00:21:24,380 --> 00:21:27,769
这就是周期性行业赚钱的关键

725
00:21:27,769 --> 00:21:29,049
我只是告诉你们

726
00:21:29,049 --> 00:21:30,319
我之前都持有过

727
00:21:30,319 --> 00:21:31,160
它们极其残酷

728
00:21:31,160 --> 00:21:34,779
当下行周期发生且不是短期的

729
00:21:34,779 --> 00:21:35,539
不像

730
00:21:35,539 --> 00:21:35,700
哦

731
00:21:35,700 --> 00:21:38,119
我只需要在这只股票上跌六个月或一年

732
00:21:38,119 --> 00:21:41,888
不不不，对于周期性公司

733
00:21:41,888 --> 00:21:45,489
你会多年陷入亏损或死钱

734
00:21:46,528 --> 00:21:47,509
我不是说几个月

735
00:21:47,509 --> 00:21:49,648
我说的是多年

736
00:21:50,588 --> 00:21:52,229
所以你买入美光科技股票

737
00:21:52,229 --> 00:21:53,769
定在一百美元

738
00:21:53,769 --> 00:21:55,190
然后它达到顶峰

739
00:21:55,190 --> 00:21:56,569
然后继续持有

740
00:21:56,569 --> 00:21:57,890
因为业绩非常出色

741
00:21:57,890 --> 00:21:59,970
因为我们知道未来几年业绩会很好

742
00:21:59,970 --> 00:22:01,769
这样你会坚持持有

743
00:22:01,769 --> 00:22:05,710
然后下行周期来临，美光跌至一千美元

744
00:22:05,710 --> 00:22:07,809
美光跌至七百美元

745
00:22:07,809 --> 00:22:09,109
你会说老兄

746
00:22:09,109 --> 00:22:10,390
现在该怎么办

747
00:22:10,390 --> 00:22:11,430
我在这个位置亏损巨大

748
00:22:11,430 --> 00:22:12,430
我已经持有多几年了

749
00:22:12,430 --> 00:22:14,210
这就是周期性公司的运作方式

750
00:22:14,210 --> 00:22:17,789
如果你在市场有丰富经验

751
00:22:17,950 --> 00:22:19,509
像我们这些长期参与的人

752
00:22:19,509 --> 00:22:21,470
长时间见证这些股票的起伏

753
00:22:21,470 --> 00:22:23,049
你明白这个道理

754
00:22:23,049 --> 00:22:24,750
但其他人可能会说

755
00:22:24,750 --> 00:22:25,730
这次不一样

756
00:22:25,730 --> 00:22:26,809
这次不同

757
00:22:26,809 --> 00:22:27,890
因为不

758
00:22:27,890 --> 00:22:29,740
这不是不

759
00:22:29,740 --> 00:22:30,359
不是这样

760
00:22:30,359 --> 00:22:31,940
它总是按同样的模式发展

761
00:22:31,940 --> 00:22:33,619
所以你知道

762
00:22:33,619 --> 00:22:36,069
这是我看到的问题

763
00:22:36,069 --> 00:22:38,029
这是我想给人们的警示

764
00:22:38,029 --> 00:22:43,249
因为人们会陷入错误的股票

765
00:22:43,249 --> 00:22:44,970
在未来几年

766
00:22:44,970 --> 00:22:47,890
最终持有会死掉的股票

767
00:22:47,890 --> 00:22:51,250
多年后钱会亏损或缩水

768
00:22:51,250 --> 00:22:54,190
同时未来几年会有其他股票

769
00:22:54,190 --> 00:22:58,730
疯狂上涨并引发抢筹行情

770
00:22:58,730 --> 00:22:59,789
你知道能赚一倍

771
00:22:59,789 --> 00:23:00,470
两倍

772
00:23:00,470 --> 00:23:01,150
三倍

773
00:23:01,150 --> 00:23:04,319
五倍在三到五年内

774
00:23:04,319 --> 00:23:06,119
同时其他人会买入股票

775
00:23:06,119 --> 00:23:07,799
未来三到五年会发现

776
00:23:07,799 --> 00:23:10,150
他们已经亏损了

777
00:23:10,470 --> 00:23:11,650
这就是常态

778
00:23:11,650 --> 00:23:12,809
这就是常态

779
00:23:12,809 --> 00:23:13,369
好的

780
00:23:13,369 --> 00:23:15,549
我必须发出所有这些警告

781
00:23:15,549 --> 00:23:16,470
非常重要

782
00:23:16,470 --> 00:23:17,269
因为人们

783
00:23:17,269 --> 00:23:20,250
我看到不同群体陷入这些陷阱

784
00:23:20,250 --> 00:23:22,029
现在这些陷阱和警告

785
00:23:22,029 --> 00:23:24,150
这就是为什么我要在视频中讲三个要点

786
00:23:24,150 --> 00:23:26,230
希望我刚才说的

787
00:23:26,230 --> 00:23:30,609
能帮你避免未来几年的麻烦和损失

788
00:23:30,609 --> 00:23:32,869
让你处于更好位置

789
00:23:32,869 --> 00:23:33,409
好的

790
00:23:33,409 --> 00:23:34,088
接下来

791
00:23:34,088 --> 00:23:35,249
我们来谈谈Meta股票

792
00:23:35,249 --> 00:23:36,209
如果这只股票已破位

793
00:23:36,209 --> 00:23:40,288
我们将讨论我个人看好的帕兰蒂尔机会

794
00:23:40,288 --> 00:23:40,869
好的

795
00:23:40,869 --> 00:23:44,190
这是Meta两年走势图

796
00:23:44,190 --> 00:23:46,210
你看到了什么

797
00:23:46,569 --> 00:23:48,650
你看到一只上涨了8%的股票

798
00:23:48,650 --> 00:23:52,349
Meta公司在两年内增长了8个百分点

799
00:23:52,349 --> 00:23:53,410
你得扪心自问

800
00:23:53,410 --> 00:23:54,990
这只股票到底怎么了

801
00:23:54,990 --> 00:23:57,470
两年内增长了8%

802
00:23:57,470 --> 00:23:58,869
兄弟，这怎么回事

803
00:23:58,869 --> 00:24:00,579
那是不是数据的问题呢

804
00:24:00,579 --> 00:24:01,740
不是数据的问题

805
00:24:01,740 --> 00:24:04,740
收入持续以迅猛速度增长

806
00:24:04,740 --> 00:24:04,940
我说啊

807
00:24:04,940 --> 00:24:08,339
最近的收入增长是我们见过最好的

808
00:24:08,339 --> 00:24:10,059
多年以来都是如此

809
00:24:10,059 --> 00:24:12,839
这家公司现在的收入增长简直惊人

810
00:24:12,839 --> 00:24:16,500
他们绝对没有收入问题，也不会有

811
00:24:16,500 --> 00:24:18,940
Meta的利润率也很强劲

812
00:24:18,940 --> 00:24:19,890
没错

813
00:24:19,890 --> 00:24:20,549
他们经历了一次

814
00:24:20,549 --> 00:24:23,269
他们遭遇了一次重大一次性税务支出

815
00:24:23,269 --> 00:24:24,950
类似的一次性税负冲击

816
00:24:24,950 --> 00:24:27,750
但整体每股收益趋势非常良好

817
00:24:27,750 --> 00:24:28,230
没错

818
00:24:28,230 --> 00:24:29,490
自由现金流

819
00:24:29,490 --> 00:24:30,199
好的

820
00:24:30,199 --> 00:24:32,419
运营现金流看起来惊人

821
00:24:32,419 --> 00:24:36,089
Meta的运营收入表现惊人

822
00:24:36,089 --> 00:24:39,009
这家公司的股东权益看起来很棒

823
00:24:39,009 --> 00:24:40,309
前所未有的好

824
00:24:40,309 --> 00:24:41,769
流通股数量在减少

825
00:24:41,769 --> 00:24:43,619
这反而是个好迹象

826
00:24:43,619 --> 00:24:44,799
他们还发放了股息

827
00:24:44,799 --> 00:24:45,640
我差点忘了股息

828
00:24:45,640 --> 00:24:46,039
他们宣布了

829
00:24:46,039 --> 00:24:47,880
那是在一年前左右吧

830
00:24:47,880 --> 00:24:49,079
所以他们实际上有股息

831
00:24:49,079 --> 00:24:49,579
正在派发股票

832
00:24:49,579 --> 00:24:51,269
对吧

833
00:24:51,269 --> 00:24:51,569
好吧

834
00:24:51,569 --> 00:24:52,490
或许估值问题

835
00:24:52,490 --> 00:24:53,710
或许估值过高

836
00:24:53,710 --> 00:24:55,569
为什么股价只上涨了

837
00:24:55,569 --> 00:24:56,809
无论多少百分比

838
00:24:56,809 --> 00:24:58,309
过去两年上涨了8%

839
00:24:58,309 --> 00:24:59,230
嗯

840
00:24:59,589 --> 00:25:00,970
这就是你要得出的结论

841
00:25:00,970 --> 00:25:02,210
这是一只崩盘股

842
00:25:02,210 --> 00:25:04,650
两年和十二个月市盈率高达20

843
00:25:04,650 --> 00:25:06,519
四个月市盈率16

844
00:25:06,519 --> 00:25:08,880
但收入增长依然出色

845
00:25:08,880 --> 00:25:10,200
每股收益增长也很亮眼

846
00:25:10,200 --> 00:25:12,430
运营利润表现同样优异

847
00:25:12,869 --> 00:25:14,150
我的意思是，是啊

848
00:25:14,150 --> 00:25:15,230
这是一支破发的股票

849
00:25:15,230 --> 00:25:16,529
这不是一家破败的公司

850
00:25:16,529 --> 00:25:20,319
而且公司营收几乎不见增长

851
00:25:20,319 --> 00:25:21,420
或者正在萎缩

852
00:25:21,420 --> 00:25:22,880
没有营收增长总比

853
00:25:22,880 --> 00:25:25,450
现在发生的事情更糟糕

854
00:25:25,450 --> 00:25:27,170
至少在近期来看

855
00:25:27,170 --> 00:25:27,730
没错

856
00:25:27,730 --> 00:25:30,170
现在这是一支破发的股票

857
00:25:30,170 --> 00:25:33,319
它成为破发股票的原因就在这里

858
00:25:33,319 --> 00:25:35,159
但资本支出已失控

859
00:25:35,159 --> 00:25:38,759
他们从每季度六亿美元的资本支出增至八亿

860
00:25:38,759 --> 00:25:39,618
八亿美元

861
00:25:39,618 --> 00:25:42,019
十四亿降至十三亿

862
00:25:42,019 --> 00:25:43,079
十六亿

863
00:25:43,079 --> 00:25:43,880
十八亿

864
00:25:43,880 --> 00:25:45,220
最新季度达二十一亿

865
00:25:45,220 --> 00:25:47,180
十九亿美元的资本支出

866
00:25:47,180 --> 00:25:48,859
没错，情况还会进一步恶化

867
00:25:48,859 --> 00:25:50,529
资本支出方面会好转

868
00:25:50,529 --> 00:25:51,869
看看Meta的Q2数据

869
00:25:51,869 --> 00:25:53,289
Meta的资本支出数据

870
00:25:53,289 --> 00:25:54,549
二十七点一亿美元

871
00:25:54,549 --> 00:25:55,569
看看2024年

872
00:25:55,569 --> 00:25:56,809
二十八点一亿美元

873
00:25:56,809 --> 00:25:58,719
这些数字尚可管理

874
00:25:58,719 --> 00:26:00,199
顺便说一下

875
00:26:00,199 --> 00:26:01,638
这会非常清晰

876
00:26:01,638 --> 00:26:03,990
这些仍是巨额数字

877
00:26:05,109 --> 00:26:07,430
巨额数字

878
00:26:07,430 --> 00:26:08,369
好的

879
00:26:08,369 --> 00:26:12,130
但对Meta规模的公司来说可管理

880
00:26:12,130 --> 00:26:13,549
这些数字尚可管理

881
00:26:13,549 --> 00:26:16,849
去年他们资本支出达七十二亿美元

882
00:26:16,849 --> 00:26:17,250
这简直

883
00:26:17,250 --> 00:26:18,659
嗯，什么

884
00:26:18,659 --> 00:26:20,098
七十二亿从二亿

885
00:26:20,098 --> 00:26:21,939
八亿到七十二亿差距巨大

886
00:26:21,939 --> 00:26:25,779
但即便如此也已疯狂

887
00:26:25,779 --> 00:26:29,239
但今年我们还能应对

888
00:26:29,239 --> 00:26:35,750
他们计划投入一百四十五亿美元在基建

889
00:26:35,750 --> 00:26:40,599
这时人们开始说不买了

890
00:26:40,599 --> 00:26:41,980
我不想买Meta

891
00:26:41,980 --> 00:26:42,819
非常感谢

892
00:26:42,819 --> 00:26:43,460
当我提到这些人

893
00:26:43,460 --> 00:26:44,700
我说的是大资金

894
00:26:44,700 --> 00:26:45,680
我大概会拒绝

895
00:26:45,680 --> 00:26:47,279
这简直一团糟

896
00:26:47,279 --> 00:26:48,210
好的

897
00:26:48,210 --> 00:26:49,390
这里有个交易

898
00:26:49,390 --> 00:26:51,250
这是我的预计净利润

899
00:26:51,250 --> 00:26:55,009
今年预计在八十到九十亿美元之间

900
00:26:55,009 --> 00:26:55,719
好的

901
00:26:55,719 --> 00:26:56,999
八十到九十亿美元

902
00:26:56,999 --> 00:26:58,878
这意味着他们的总

903
00:26:58,878 --> 00:27:08,380
他们的全部净利润根本无法覆盖今年的cap x预期

904
00:27:08,859 --> 00:27:12,680
这意味着你必须完全耗尽现金

905
00:27:12,680 --> 00:27:16,420
才能为cap x融资

906
00:27:18,400 --> 00:27:21,460
或者你可以借债并增加资产负债表

907
00:27:21,460 --> 00:27:24,819
或者你可以稀释股东价值并进行

908
00:27:24,819 --> 00:27:25,809
你知道的

909
00:27:25,809 --> 00:27:27,470
大量股份流通

910
00:27:27,470 --> 00:27:29,009
这些都不是好选择

911
00:27:29,009 --> 00:27:32,240
顺便说一句耗尽所有现金也不是好选择

912
00:27:32,240 --> 00:27:33,839
稀释股东价值

913
00:27:33,839 --> 00:27:34,980
大量流通股不是好选择

914
00:27:34,980 --> 00:27:38,180
因为这会让未来几年的每股收益变得糟糕

915
00:27:38,180 --> 00:27:38,440
没错

916
00:27:38,440 --> 00:27:41,220
接下来几年还会面临大量折旧

917
00:27:41,220 --> 00:27:42,619
我们将摧毁每股收益增长

918
00:27:42,619 --> 00:27:46,038
这简直糟糕透顶

919
00:27:46,038 --> 00:27:47,159
这就是数学问题

920
00:27:47,159 --> 00:27:47,979
这只是个人观点

921
00:27:47,979 --> 00:27:48,778
这是数学问题

922
00:27:48,778 --> 00:27:49,878
我们在这里讨论的

923
00:27:49,878 --> 00:27:51,119
没错

924
00:27:51,720 --> 00:27:53,859
或者你可以增加资产负债表债务

925
00:27:53,859 --> 00:27:54,880
这也不好

926
00:27:54,880 --> 00:27:56,960
因为Meta最吸引人的地方是

927
00:27:56,960 --> 00:27:58,880
一直保持着高利润率

928
00:27:58,880 --> 00:28:00,720
是一个高速增长的业务对吧

929
00:28:00,720 --> 00:28:02,619
并且资产负债表非常干净

930
00:28:02,619 --> 00:28:04,469
在资产负债表上增加债务

931
00:28:04,469 --> 00:28:06,628
现在我们将不再拥有干净的资产负债表

932
00:28:06,628 --> 00:28:07,949
你知道的

933
00:28:07,949 --> 00:28:09,689
如果我们过度依赖cap x

934
00:28:09,689 --> 00:28:10,909
利润率结构

935
00:28:10,909 --> 00:28:13,940
长期可能面临压力

936
00:28:13,940 --> 00:28:17,299
这会让股票吸引力下降

937
00:28:17,299 --> 00:28:19,890
现在我们面对Meta

938
00:28:19,890 --> 00:28:23,269
它正逐渐演变成一场飓风

939
00:28:23,269 --> 00:28:26,849
没错我多年来一直在买卖这只股票

940
00:28:26,849 --> 00:28:27,910
让我告诉你

941
00:28:27,910 --> 00:28:29,210
Meta经历过多次飓风

942
00:28:29,210 --> 00:28:31,200
每次都很痛苦

943
00:28:32,240 --> 00:28:34,339
现在Meta又在经历一场

944
00:28:34,339 --> 00:28:38,049
如果Meta营收增长停滞

945
00:28:38,049 --> 00:28:38,789
天啊

946
00:28:38,789 --> 00:28:40,069
我们恐怕要麻烦了

947
00:28:40,069 --> 00:28:42,890
所以你现在必须密切关注元的动态

948
00:28:42,890 --> 00:28:45,839
目前最关键的是如果营收增长停滞

949
00:28:47,619 --> 00:28:48,240
好的

950
00:28:48,240 --> 00:28:50,160
因为资本支出数据极其夸张

951
00:28:50,160 --> 00:28:55,759
扎克伯格承诺未来几年要实现疯狂增长

952
00:28:55,759 --> 00:28:57,700
所以如果你有巨额资本支出

953
00:28:57,700 --> 00:28:59,460
唯一支撑元股价不暴跌的因素

954
00:28:59,460 --> 00:29:02,380
是营收增长表现惊人

955
00:29:02,380 --> 00:29:06,440
如果营收增长放缓

956
00:29:06,440 --> 00:29:08,079
元的情况会变得更糟

957
00:29:08,079 --> 00:29:10,980
在好转前会经历更严重的下滑

958
00:29:10,980 --> 00:29:13,299
没错，对于元来说

959
00:29:13,299 --> 00:29:15,720
必须耐心持有这只股票

960
00:29:15,720 --> 00:29:16,569
好的

961
00:29:16,569 --> 00:29:18,450
这是需要长期持有的股票

962
00:29:18,450 --> 00:29:18,990
长期持有

963
00:29:18,990 --> 00:29:20,009
持续增持股份

964
00:29:20,009 --> 00:29:21,289
将其放在文件柜里

965
00:29:21,289 --> 00:29:23,089
必须保持耐心

966
00:29:23,089 --> 00:29:26,250
耐心对元至关重要

967
00:29:26,250 --> 00:29:27,970
正如我所说，我间歇性持有这只股票

968
00:29:27,970 --> 00:29:29,789
从第一次买入至今

969
00:29:29,789 --> 00:29:33,449
元股票是在上市后三到四个月买入的

970
00:29:33,449 --> 00:29:35,049
当时股价暴跌

971
00:29:35,049 --> 00:29:37,289
我大概买了十八

972
00:29:37,289 --> 00:29:37,670
八十

973
00:29:37,670 --> 00:29:38,410
左右的股份

974
00:29:38,410 --> 00:29:39,309
或者十九

975
00:29:39,309 --> 00:29:40,430
大概这个数量没错

976
00:29:40,430 --> 00:29:42,940
多年来我间歇性持有这只股票

977
00:29:42,940 --> 00:29:44,759
必须耐心对待元

978
00:29:44,759 --> 00:29:49,740
它会经历数年的下行或盘整周期

979
00:29:49,740 --> 00:29:54,140
然后当它再次爆发时

980
00:29:54,140 --> 00:29:55,789
那将非常有趣

981
00:29:55,789 --> 00:29:57,690
当元启动下一次行动时

982
00:29:57,690 --> 00:30:00,349
理解股价将迈向1200和1500美元

983
00:30:01,390 --> 00:30:03,490
但何时启动

984
00:30:03,490 --> 00:30:04,750
可能三个月后

985
00:30:04,750 --> 00:30:05,690
九个月后

986
00:30:05,690 --> 00:30:06,690
十二个月后

987
00:30:06,690 --> 00:30:08,000
十八个月后

988
00:30:08,000 --> 00:30:09,119
在此期间

989
00:30:09,119 --> 00:30:11,400
如果营收增长开始放缓

990
00:30:11,400 --> 00:30:14,359
而资本支出仍居高不下

991
00:30:14,359 --> 00:30:16,269
我们将一路下跌

992
00:30:16,269 --> 00:30:16,769
我们将

993
00:30:16,769 --> 00:30:17,849
触及400美元

994
00:30:17,849 --> 00:30:19,190
触及350美元

995
00:30:19,190 --> 00:30:20,829
甚至可能更糟

996
00:30:20,829 --> 00:30:22,890
正确且具有元属性

997
00:30:22,890 --> 00:30:24,329
这有其历史背景

998
00:30:24,329 --> 00:30:24,789
好的

999
00:30:24,789 --> 00:30:26,920
所以 meis 是一只破发股票

1000
00:30:26,920 --> 00:30:27,960
不是一家破败的公司

1001
00:30:27,960 --> 00:30:31,490
情况混乱，这就是现状

1002
00:30:31,490 --> 00:30:33,309
我不知道还能说什么了

1003
00:30:33,309 --> 00:30:36,230
这是我二月份就解释过的内容

1004
00:30:36,230 --> 00:30:37,670
当我看到他们最新的资本支出数据

1005
00:30:37,670 --> 00:30:39,190
他们对此投入得太过疯狂

1006
00:30:39,190 --> 00:30:39,630
我当时心想

1007
00:30:39,630 --> 00:30:40,670
天啊

1008
00:30:40,670 --> 00:30:42,670
这肯定是个大问题

1009
00:30:42,670 --> 00:30:44,710
如果资本支出没这么激进

1010
00:30:44,710 --> 00:30:46,390
我们现在股价会是千美元级别

1011
00:30:46,390 --> 00:30:47,980
我们必须非常明确这一点

1012
00:30:47,980 --> 00:30:50,359
当你开始谈论支出1450亿美元

1013
00:30:50,359 --> 00:30:53,990
而今年净利润可能只有80或90亿美元

1014
00:30:54,430 --> 00:30:56,109
人们仍然困惑于

1015
00:30:56,109 --> 00:30:59,950
关键问题在于即使这样支出，这可能是最糟的部分

1016
00:30:59,950 --> 00:31:01,460
人们仍然困惑

1017
00:31:01,460 --> 00:31:05,079
为什么我们要花1450亿？难道不能

1018
00:31:05,079 --> 00:31:09,240
我们只需优化广告投放，增加用户在Instagram和Facebook的停留时间

1019
00:31:09,240 --> 00:31:11,920
甚至通过Threads应用

1020
00:31:11,920 --> 00:31:13,720
只需投入30亿美元

1021
00:31:13,720 --> 00:31:16,039
不需要花1450亿美元

1022
00:31:17,480 --> 00:31:18,640
这是其他业务

1023
00:31:18,640 --> 00:31:21,278
人们对此感到模糊

1024
00:31:21,278 --> 00:31:22,239
我们甚至不确定

1025
00:31:22,239 --> 00:31:24,430
是否能从这些投入中盈利

1026
00:31:24,430 --> 00:31:25,630
好的，接下来

1027
00:31:25,630 --> 00:31:27,670
市场中的潜在机会

1028
00:31:27,670 --> 00:31:28,710
我们来讨论这个

1029
00:31:28,710 --> 00:31:29,269
好的

1030
00:31:29,269 --> 00:31:35,079
我已将我的Ex页面链接在下方描述栏

1031
00:31:35,079 --> 00:31:36,339
大家应该关注我的X账号

1032
00:31:36,339 --> 00:31:37,180
如果你使用X平台

1033
00:31:37,180 --> 00:31:37,719
好的

1034
00:31:37,719 --> 00:31:38,939
我昨天发布了这条内容

1035
00:31:38,939 --> 00:31:41,578
看起来已有约17.8万人观看

1036
00:31:41,578 --> 00:31:41,919
好的

1037
00:31:41,919 --> 00:31:42,378
我说道

1038
00:31:42,378 --> 00:31:46,329
科技股目前在前瞻市盈率上极度便宜

1039
00:31:46,329 --> 00:31:49,170
这是我按机会大小对这些股票的排序

1040
00:31:49,170 --> 00:31:51,769
从大型科技相关股票开始

1041
00:31:51,769 --> 00:31:52,299
好的

1042
00:31:52,299 --> 00:31:52,779
请注意

1043
00:31:52,779 --> 00:31:55,059
我不认为这些是典型的Palantir级机会

1044
00:31:55,059 --> 00:31:58,849
但接下来的几个更接近这种潜力

1045
00:31:58,849 --> 00:32:01,769
但若非让我排序科技股

1046
00:32:01,769 --> 00:32:04,130
哪些是最具长期投资价值的

1047
00:32:05,950 --> 00:32:07,130
不是接下来的五个月

1048
00:32:07,130 --> 00:32:07,769
好的

1049
00:32:08,869 --> 00:32:10,529
我认为最佳交易是关键

1050
00:32:10,529 --> 00:32:12,029
对此必须非常明确

1051
00:32:12,029 --> 00:32:14,609
虽然现在处于混沌期且短期波动大

1052
00:32:16,329 --> 00:32:18,150
Meon股价已超一千五百美元

1053
00:32:18,150 --> 00:32:19,650
甚至可能超过两千美元

1054
00:32:19,650 --> 00:32:20,170
好的

1055
00:32:20,170 --> 00:32:21,690
所以这个排第一

1056
00:32:21,690 --> 00:32:23,400
市场最佳交易

1057
00:32:23,400 --> 00:32:27,000
CRM的Salesforce是我个人认为的第二佳选

1058
00:32:27,000 --> 00:32:29,240
人们又开始抛售Benny了

1059
00:32:29,240 --> 00:32:30,779
我认为他们犯了大错

1060
00:32:30,779 --> 00:32:32,079
关于这一点

1061
00:32:32,079 --> 00:32:34,920
第三名是亚马逊Amazing On

1062
00:32:34,920 --> 00:32:36,299
这家公司

1063
00:32:36,299 --> 00:32:36,640
是的

1064
00:32:36,640 --> 00:32:37,839
他们在资本支出上投入巨大

1065
00:32:37,839 --> 00:32:40,220
但至少能收回大部分成本

1066
00:32:40,220 --> 00:32:41,970
得益于AWS业务

1067
00:32:41,970 --> 00:32:43,289
接下来是

1068
00:32:43,289 --> 00:32:47,609
当前最佳科技股投资选择第四名

1069
00:32:47,609 --> 00:32:51,390
至少在公开市场投资中如Netflix

1070
00:32:51,390 --> 00:32:54,490
Netflix如今已成为重大机会

1071
00:32:54,490 --> 00:32:59,210
我认为第五大科技机会是ServiceNow

1072
00:32:59,210 --> 00:32:59,650
明星

1073
00:32:59,650 --> 00:33:00,990
这是一家了不起的公司

1074
00:33:00,990 --> 00:33:04,920
将在未来几年大幅受益于能源转型

1075
00:33:04,920 --> 00:33:07,279
但目前这只股票热度很高

1076
00:33:07,279 --> 00:33:10,329
现在没人想持有ServiceNow

1077
00:33:10,329 --> 00:33:14,309
关于其他潜在机会

1078
00:33:14,309 --> 00:33:17,049
这些股票当前被市场严重低估

1079
00:33:17,049 --> 00:33:20,819
未来几年将有惊人增长

1080
00:33:20,819 --> 00:33:24,630
我认为Celsius是我当前最爱

1081
00:33:24,630 --> 00:33:26,630
非科技股中的潜力股

1082
00:33:26,630 --> 00:33:29,230
这类机会

1083
00:33:29,230 --> 00:33:31,099
我认为可能上涨两千倍

1084
00:33:31,099 --> 00:33:34,900
在严重被低估且潜力巨大的股票中

1085
00:33:34,900 --> 00:33:35,660
未来几年

1086
00:33:35,660 --> 00:33:37,359
Celsius就是这类股票之一

1087
00:33:37,359 --> 00:33:39,529
这实际上是我最爱的股票

1088
00:33:39,529 --> 00:33:43,029
非科技第二名是Elf Beauty

1089
00:33:43,029 --> 00:33:45,490
未来几年绝佳机会

1090
00:33:45,490 --> 00:33:48,589
第三名是如此巨大的机会

1091
00:33:48,589 --> 00:33:49,390
目前为止

1092
00:33:49,390 --> 00:33:50,410
这一直是个机会

1093
00:33:50,410 --> 00:33:53,859
它仍然是一个机会，就像他们正在迈向成为金融巨头

1094
00:33:53,859 --> 00:33:54,500
看起来像

1095
00:33:54,500 --> 00:33:57,220
所以你知道这是一个惊人的股票循环

1096
00:33:57,220 --> 00:33:57,859
Rvl v

1097
00:33:57,859 --> 00:33:59,319
很少有人谈论这个话题

1098
00:33:59,319 --> 00:34:00,119
强劲的资产负债表

1099
00:34:00,119 --> 00:34:00,779
出色的损益表

1100
00:34:00,779 --> 00:34:01,559
卓越的商业模式

1101
00:34:01,559 --> 00:34:03,039
该公司拥有优秀的管理团队

1102
00:34:03,039 --> 00:34:05,160
没人真正关注这家公司

1103
00:34:05,160 --> 00:34:06,779
这是一个绝佳的机会

1104
00:34:06,779 --> 00:34:08,280
接下来是耐克

1105
00:34:08,280 --> 00:34:09,159
第五名

1106
00:34:09,159 --> 00:34:09,760
你知道的

1107
00:34:09,760 --> 00:34:11,039
像耐克和revolve这样的股票

1108
00:34:11,039 --> 00:34:13,340
随着消费者信心在未来几年改善

1109
00:34:13,340 --> 00:34:14,440
我相信会这样

1110
00:34:14,440 --> 00:34:18,119
像耐克和revolve这样的股票将大幅上涨

1111
00:34:18,119 --> 00:34:20,679
这类股票也受消费者信心影响

1112
00:34:20,679 --> 00:34:22,860
你一直在关注的消费者信心

1113
00:34:22,860 --> 00:34:24,679
密歇根消费者信心一直表现最佳

1114
00:34:24,679 --> 00:34:26,599
这是该调查历史上最差的

1115
00:34:26,599 --> 00:34:28,318
这项调查已持续数十年

1116
00:34:28,318 --> 00:34:29,338
数十年之久

1117
00:34:29,338 --> 00:34:30,659
远在我出生之前

1118
00:34:30,659 --> 00:34:32,690
他们一直在做密歇根消费者信心调查

1119
00:34:32,690 --> 00:34:33,750
事实上

1120
00:34:33,750 --> 00:34:35,289
可能他们一直在做这项调查

1121
00:34:35,289 --> 00:34:35,530
自

1122
00:34:35,530 --> 00:34:37,190
可能观看这个视频的人

1123
00:34:37,190 --> 00:34:38,210
嗯，已经

1124
00:34:38,210 --> 00:34:38,610
嗯

1125
00:34:38,610 --> 00:34:39,010
你知道的

1126
00:34:39,010 --> 00:34:40,980
能够见证这一点

1127
00:34:40,980 --> 00:34:41,780
有史以来最差

1128
00:34:41,780 --> 00:34:44,380
理解像耐克、revolve这样的股票

1129
00:34:44,380 --> 00:34:45,619
正如消费者所言

1130
00:34:45,619 --> 00:34:47,119
希望未来几年会好转

1131
00:34:47,119 --> 00:34:49,280
这类股票将大幅上涨

1132
00:34:49,280 --> 00:34:49,760
好的

1133
00:34:49,760 --> 00:34:51,480
这些都是市场中的一些最佳机会

1134
00:34:51,480 --> 00:34:53,199
我发现市场中存在这些机会

1135
00:34:53,199 --> 00:34:53,900
仍然有机会

1136
00:34:53,900 --> 00:34:55,219
但机会规模不大

1137
00:34:55,219 --> 00:34:56,579
因为股价未显著上涨

1138
00:34:56,579 --> 00:34:58,860
但该股票未来几年应继续上涨

1139
00:34:58,860 --> 00:34:59,699
未来将继续上涨

1140
00:34:59,699 --> 00:35:00,380
并非每天

1141
00:35:00,380 --> 00:35:00,900
并非每月

1142
00:35:00,900 --> 00:35:01,460
并非每周

1143
00:35:01,460 --> 00:35:02,679
但这是正确的

1144
00:35:02,679 --> 00:35:03,820
专注于长期

1145
00:35:03,820 --> 00:35:04,340
女士们先生们

1146
00:35:04,340 --> 00:35:05,639
将会有很多事情发生

1147
00:35:05,639 --> 00:35:07,739
短期内会有大量混乱

1148
00:35:07,739 --> 00:35:09,079
关于这个有很多问题

1149
00:35:09,079 --> 00:35:10,159
关于那个也有很多问题

1150
00:35:10,159 --> 00:35:10,750
有很多

1151
00:35:10,835 --> 00:35:11,969
你知道的

1152
00:35:11,969 --> 00:35:13,409
只需专注长期

1153
00:35:13,409 --> 00:35:14,190
不要关注

1154
00:35:14,190 --> 00:35:14,469
你知道的

1155
00:35:14,469 --> 00:35:15,210
你看记忆

1156
00:35:15,210 --> 00:35:16,550
股票暴涨

1157
00:35:16,550 --> 00:35:17,090
你知道的

1158
00:35:17,090 --> 00:35:18,469
而你并不持有股票

1159
00:35:18,469 --> 00:35:19,239
不要感到难过

1160
00:35:19,239 --> 00:35:22,360
像这些周期股会有行情

1161
00:35:22,360 --> 00:35:23,889
石油和能源股会有行情

1162
00:35:23,889 --> 00:35:26,969
我从未为石油股上涨而落泪

1163
00:35:26,969 --> 00:35:27,489
对吧

1164
00:35:27,489 --> 00:35:31,150
我只是选择不参与这些周期相关公司

1165
00:35:31,150 --> 00:35:32,210
它们会爆发行情

1166
00:35:32,210 --> 00:35:33,210
它们表现惊人

1167
00:35:33,210 --> 00:35:35,730
然后进入多年

1168
00:35:35,730 --> 00:35:37,829
残酷的熊市周期

1169
00:35:37,829 --> 00:35:40,639
对于这些周期相关公司

1170
00:35:40,639 --> 00:35:42,420
时机非常重要

1171
00:35:42,420 --> 00:35:43,679
极其重要

1172
00:35:43,679 --> 00:35:45,519
没错，嗯

1173
00:35:45,519 --> 00:35:46,920
不要陷入

1174
00:35:46,920 --> 00:35:47,239
哦

1175
00:35:47,239 --> 00:35:48,219
现在不是买入时机

1176
00:35:48,219 --> 00:35:49,119
因为股市高位

1177
00:35:49,119 --> 00:35:51,438
我在视频中已驳斥过这点

1178
00:35:51,438 --> 00:35:53,719
核心是专注长期

1179
00:35:53,719 --> 00:35:54,858
寻找优质机会

1180
00:35:54,858 --> 00:35:56,219
想要投资的

1181
00:35:56,219 --> 00:35:57,960
保持多元化

1182
00:35:57,960 --> 00:35:58,940
Gvd

1183
00:35:58,940 --> 00:35:59,519
增长价值

1184
00:35:59,519 --> 00:36:00,079
分红

1185
00:36:00,079 --> 00:36:01,429
学习所有技能

1186
00:36:01,429 --> 00:36:02,789
明确目标

1187
00:36:02,789 --> 00:36:03,989
学会阅读损益表

1188
00:36:03,989 --> 00:36:04,510
资产负债表

1189
00:36:04,510 --> 00:36:06,530
我在私密群中教授这些内容

1190
00:36:06,530 --> 00:36:08,170
学会估值分析

1191
00:36:08,170 --> 00:36:10,929
获取千倍工具帮助你

1192
00:36:10,929 --> 00:36:14,068
多年来已有许多人加入私密群

1193
00:36:14,068 --> 00:36:16,429
达到七位数的人数

1194
00:36:16,429 --> 00:36:17,469
七位数成就

1195
00:36:17,469 --> 00:36:17,949
六位数收入

1196
00:36:17,949 --> 00:36:19,128
简直令人惊叹

1197
00:36:19,128 --> 00:36:20,059
八位数以上

1198
00:36:20,059 --> 00:36:21,860
我需要在私密群组中组建八位数俱乐部

1199
00:36:21,860 --> 00:36:23,079
我们现在已经有这么多成员

1200
00:36:23,079 --> 00:36:24,380
都是八位数以上

1201
00:36:24,380 --> 00:36:25,619
此刻再次提醒

1202
00:36:25,619 --> 00:36:27,289
如果你想加入我们的私密群组

1203
00:36:27,289 --> 00:36:29,449
你需要三天时间申请加入

1204
00:36:29,449 --> 00:36:30,929
申请截止日期将是

1205
00:36:30,929 --> 00:36:32,829
接受申请将于六月二十六日结束

1206
00:36:32,829 --> 00:36:34,858
距离现在仅剩几天

1207
00:36:35,818 --> 00:36:38,358
我们即将关闭新成员通道，请尽快加入

1208
00:36:38,358 --> 00:36:39,778
一旦加入我们

1209
00:36:39,778 --> 00:36:40,978
我们将发送你的钢制会员卡

1210
00:36:40,978 --> 00:36:42,398
我们将寄送欢迎礼包

1211
00:36:42,398 --> 00:36:43,179
所有优质福利

1212
00:36:43,179 --> 00:36:44,780
衷心祝福，祝你度过美好一天

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