【全哥爱分享】Up主探索中，欢迎收看求三连！

1
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今天来嘉兴理财给兄弟们谈政策啊

2
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家信的话其实是没有交易手续费的

3
00:00:07,259 --> 00:00:10,109
而且呢它的这个活期存款的话

4
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是和美国的国债利率差不多

5
00:00:11,689 --> 00:00:12,949
大概3.5左右吧

6
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啊今天过来谈谈

7
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因为上次我们找了我们new port1家

8
00:00:16,420 --> 00:00:18,539
他给的政策是1000万美金

9
00:00:18,539 --> 00:00:20,820
就是你要在你的账户里面有1000万美金

10
00:00:20,820 --> 00:00:22,000
他才给你这个3.5

11
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然后今天看看这个啊

12
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加以理财给多少啊

13
00:00:25,289 --> 00:00:27,089
如果能把这个金额谈下来啊

14
00:00:27,089 --> 00:00:29,969
任何活期都有这个3.5以上的活期利率的话

15
00:00:29,969 --> 00:00:32,880
那你的期权策略那就收益很高了啊

16
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不过呢我还是给大家讲啊

17
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做美股投资啊

18
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还是要做价值投资

19
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一定不能说今天某某涨了

20
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我没买

21
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我感到可惜啊

22
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我买了跌了哈

23
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所以说我就很痛苦

24
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哎呀我早知道买那个就好了

25
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如果你能做到这么神

26
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那天底下的钱都是你的了对吧

27
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那还轮到别人吗

28
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巴菲特都做不到你

29
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巴菲特还错过了整个AI产业链的

30
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对不对

31
00:00:55,198 --> 00:00:56,939
你想想巴菲特这两年买的啥呀

32
00:00:56,939 --> 00:00:58,999
200块卖的苹果少赚多少钱

33
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现在苹果两百七一千个亿

34
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少了350亿美金对吧

35
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250多买了谷歌

36
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各位为什么他很可惜呢

37
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因为巴菲特最早的时候你知道什么概念吗

38
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他苹果上市的时候

39
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那时候几块钱的时候啊

40
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嗯嗯发苹果不是谷歌翻了几千倍啊

41
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当时巴菲特最早的时候

42
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谷歌在国创之前拿到的优先权的

43
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就是创始人那个布林嘛

44
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当时找了巴菲特2003年啊

45
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说说说希望他投资谷歌

46
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从那时候翻了两三千倍吧

47
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他不是损失了这个几个亿啊

48
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是几千亿的问题啊

49
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说真的

50
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如果说当时巴菲特买入谷歌到现在

51
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他的年化可不得20%了

52
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他30%起了

53
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各位你想想是不是

54
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那那那那我给大家讲

55
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如果巴菲特都能错过整个AI行情

56
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那你错过一个股价涨

57
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那算啥呀

58
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所以有的时候我就搞不懂啊

59
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就是咱咱咱很多时候这个股民那是什么呢

60
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就是我买了东西跌了啊

61
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别人涨了

62
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我就我心里难受

63
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各位你不能有这种心理

64
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每个人只能赚自己能力圈的钱

65
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赚自己认知的钱

66
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咱再举个例子啊

67
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咱倒退在两个月前

68
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那时候AMD190多啊

69
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甲骨文呃120多

70
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130多啊

71
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那时候高通120多啊

72
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然后呢这个啊存储也是暴跌

73
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对不对

74
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那时候英伟达160多

75
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那我问你在一个月两个月前

76
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3月底的时候

77
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你为什么不买呀

78
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各位你为什么不买呀

79
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那时候我拍了很多视频

80
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我说你看这赛灯肯定要停的对吧

81
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那那为啥呢

82
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我当时拍了很多

83
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4月5号我在安纳海姆

84
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我还真没说

85
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我说站那肯定快停了

86
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一个月内肯定要停的

87
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对不对啊

88
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那个时候这么便宜

89
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你都不买

90
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那今天稍微跌一点

91
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3%你就受不了了

92
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5%就受不了了

93
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哎呦我靠存储涨

94
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说句心里话啊

95
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存储那个2X海力士在战争时候跌到11块钱

96
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当时在26的时候

97
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有个29的时候

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有个人问我

99
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20哦

100
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不是丢了

101
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第21

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二十九三十的时候

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有人问我和强哥那个呃

104
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我能不能买

105
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我说你那枕头波动了吗

106
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你那枕头波动你就买

107
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结果第二天跌到21了

108
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现在又涨了40多了

109
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我给大家讲哈

110
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没有几个人受得了

111
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每天上下10%

112
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你普通人哎

113
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你就几10万能跌到五个点

114
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你受不了对吧

115
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别说上十二十%了

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都那纯属于二三十%的跌幅

117
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根本就不可能

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我给大家讲啊

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就是你这个人啊一定要别贪心

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知道吗

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贪心的人没有一个能赚到大钱的

122
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因为什么呢

123
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因为你要遵守社会规律啊

124
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这个社会规律是啥呢

125
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就是我们第一个无法预测股价

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我们只能说内在价值

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第二个你能做到年化10%

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很牛逼了

129
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巴菲特这10年8%啊

130
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第三个哈就是投资这个事啊

131
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就他很难做到你每一个都能抓到点上

132
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知道吗

133
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其实呢你的整个账户多少配置

134
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那比如说巴菲特他最近买的这个披萨啊

135
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那披萨我告诉你发财报跌了10%

136
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为啥嘞对吧

137
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他就增速下降了

138
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预期不好

139
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对不对啊

140
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那那消费惨的一塌糊涂

141
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那那那我跟你讲

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巴哈菲特买的公司

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像这个哈佛城市哈集提了100多亿美金

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拿了几十年

145
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他要找个这么惨

146
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他早卖了不就完了吗

147
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他为什么没卖啊

148
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其实他也预测不到

149
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说卡博恒是后面能把那个能被这个啊

150
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沃尔玛cos过的所有品牌能替代掉

151
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就这个问题在于什么呢

152
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就是我们很难确定一件事啊

153
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这个事就是什么

154
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就是他是不是真正的没有价值的

155
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他是不是真正的去啊

156
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做着做着的公司就开始走下坡路了

157
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是不是这个品牌有品类

158
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会不会被其他品牌替代

159
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没有可能

160
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去年去年的时候啊

161
00:04:20,550 --> 00:04:21,750
就是不在年初的时候

162
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微软啊还是这个牛夫人啊

163
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这牛逼的要命啊

164
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为什么呢

165
00:04:25,009 --> 00:04:27,389
他这商业模式比这个英伟达好多了哈

166
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比这个呃其他品牌好多了哈

167
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因为那微软可能是那美股第一大市值公司啊

168
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市值马上冲5万亿了

169
00:04:33,310 --> 00:04:36,480
结果现在呢变成了这个啊SAS的啊

170
00:04:36,480 --> 00:04:37,600
最落后的这个公司了啊

171
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变成了这个重资产啊

172
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笨资产啊

173
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变成了一个没有前途的公司了

174
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变成了一个没有啊大毛线的公司了啊

175
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对OpenAI也失去控制了

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各位你就想一条短短的半年

177
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为什么同样一家公司啊

178
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从这个大家都啊顶礼膜拜

179
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变成了大家都唾弃呢

180
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说明什么呢

181
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说明任何的公式都有可能

182
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因为在AI面前

183
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他所有的变革你是无法预测的

184
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那今天我们看到的这个啊AI啊

185
00:05:00,589 --> 00:05:03,470
很多的存储公司产的公司AAMD都崛起了

186
00:05:03,470 --> 00:05:04,629
那你就再回想啊

187
00:05:04,629 --> 00:05:05,310
2月份的时候

188
00:05:05,310 --> 00:05:07,699
AMD当时发财报的时候

189
00:05:07,699 --> 00:05:09,978
直接暴跌三十二三十%对吧

190
00:05:09,978 --> 00:05:11,559
然后那时候掉到了一百七八

191
00:05:11,559 --> 00:05:12,718
那为什么你不买呀

192
00:05:12,718 --> 00:05:13,509
对不对

193
00:05:13,509 --> 00:05:14,470
那为什么那行

194
00:05:14,470 --> 00:05:15,250
你不懂嘛

195
00:05:15,250 --> 00:05:15,709
对不对

196
00:05:15,709 --> 00:05:16,430
我那时候我还讲了

197
00:05:16,430 --> 00:05:17,889
我是CPU的需求量暴增

198
00:05:17,889 --> 00:05:18,970
我还专门有了实盘

199
00:05:18,970 --> 00:05:19,490
有了截图

200
00:05:19,490 --> 00:05:20,370
我还买了这个

201
00:05:20,370 --> 00:05:21,769
不过我的AAMD不便宜

202
00:05:21,769 --> 00:05:22,750
是215啊

203
00:05:22,750 --> 00:05:23,829
哎我还买了呀

204
00:05:23,829 --> 00:05:25,410
英特尔Y有英特尔翻倍了

205
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英特尔那买的不多呀

206
00:05:26,810 --> 00:05:27,529
为什么还不懂

207
00:05:27,529 --> 00:05:28,009
还是不懂

208
00:05:28,009 --> 00:05:28,949
各位还是不懂

209
00:05:28,949 --> 00:05:29,610
那如果懂的话

210
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我不就重仓了吗

211
00:05:30,470 --> 00:05:30,930
对不对

212
00:05:30,930 --> 00:05:33,269
我觉得英特尔是美国制造业回流是吧

213
00:05:33,269 --> 00:05:34,709
是这个啊

214
00:05:34,709 --> 00:05:37,310
CPU暴涨是吧啊是这个啊

215
00:05:37,310 --> 00:05:38,230
提前呢给游泳池

216
00:05:38,230 --> 00:05:38,629
在游泳池

217
00:05:38,629 --> 00:05:40,910
给我们的小区里的邻居聊过这个话题啊

218
00:05:40,910 --> 00:05:41,769
都是用英特尔

219
00:05:41,769 --> 00:05:44,050
他英特尔的话可能在第一季度财报不好

220
00:05:44,050 --> 00:05:44,810
他预测的很对

221
00:05:44,810 --> 00:05:45,810
他说英特尔财报不好

222
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为什么呢

223
00:05:46,329 --> 00:05:48,180
他因为第四季度生意太好

224
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把材料给卖光了

225
00:05:49,199 --> 00:05:50,300
他他的材料缺乏

226
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这导致他这个可能跟不上

227
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实际上你看没有啊

228
00:05:52,649 --> 00:05:53,930
就是人家预测的很对

229
00:05:53,930 --> 00:05:54,829
但问题来了

230
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预测对了

231
00:05:55,569 --> 00:05:56,529
他也没中汤呀

232
00:05:57,790 --> 00:06:01,740
所以永远不要因为股价涨跌影响你的心情对吧

233
00:06:01,740 --> 00:06:03,180
你懂什么你就买什么啊

234
00:06:03,180 --> 00:06:04,899
你不懂你就不碰就行了啊

235
00:06:04,899 --> 00:06:06,220
做人一定不要贪心啊

236
00:06:06,220 --> 00:06:08,060
巴菲特能赚10年8%啊

237
00:06:08,060 --> 00:06:09,040
你能做到10%

238
00:06:09,040 --> 00:06:10,100
相当牛逼了哈

239
00:06:10,100 --> 00:06:11,980
这个世界上没有一件事

240
00:06:11,980 --> 00:06:13,560
好事都让我们一个人全揽了

241
00:06:13,560 --> 00:06:14,500
如果有这件事

242
00:06:14,500 --> 00:06:15,870
他妈天底下全都是你的

243
00:06:15,870 --> 00:06:18,470
所以呢这个一定要树立正确价值观啊

244
00:06:18,470 --> 00:06:20,750
就是我这我这些年讲投资呢啊

245
00:06:20,750 --> 00:06:23,550
我就发现了这个有大钱的人呢都是种价值观

246
00:06:23,550 --> 00:06:24,149
很对的人

247
00:06:24,149 --> 00:06:26,069
他永远不会说哎呀我的蝇头小利啊

248
00:06:26,069 --> 00:06:27,699
我短期的东西啊没有

249
00:06:27,699 --> 00:06:29,420
但凡挣大钱的都得看长期的

250
00:06:29,420 --> 00:06:30,540
要不一换35年对吧

251
00:06:30,540 --> 00:06:33,240
你看我在美国买股票起步就一年起对吧

252
00:06:33,240 --> 00:06:34,879
一年之内的涨跌我都不看

253
00:06:34,879 --> 00:06:36,360
要不我就不买对吧

254
00:06:36,360 --> 00:06:38,720
那包括那些资产配置里面的很多烟蒂股

255
00:06:38,720 --> 00:06:39,480
我也是啊

256
00:06:39,480 --> 00:06:40,600
比如四到5年回本了

257
00:06:40,600 --> 00:06:42,220
我接受20%的年化

258
00:06:42,220 --> 00:06:42,839
很好啦

259
00:06:42,839 --> 00:06:43,839
国家不涨不涨啊

260
00:06:43,839 --> 00:06:44,980
靠回购分红也行

261
00:06:44,980 --> 00:06:45,420
对不对

262
00:06:45,420 --> 00:06:46,939
能够我的生活开支我就很好了

263
00:06:46,939 --> 00:06:47,800
我就这种心态

264
00:06:47,800 --> 00:06:49,259
那如果说能发掘潜力股

265
00:06:49,259 --> 00:06:50,300
那自己又懂能重仓

266
00:06:50,300 --> 00:06:51,279
那最好不过了啊

267
00:06:51,279 --> 00:06:52,240
如果发酵不了啊

268
00:06:52,240 --> 00:06:52,800
就玩一玩

269
00:06:52,800 --> 00:06:53,639
因为你不懂嘛

270
00:06:53,639 --> 00:06:55,079
你不懂凭什么钱是你的呀

271
00:06:55,079 --> 00:06:56,660
那亏了和赚了都和你没关系

272
00:06:56,660 --> 00:06:59,019
所以各位价值观是最重要的哈

273
00:06:59,019 --> 00:07:00,339
就是这次我来到美国之后

274
00:07:00,339 --> 00:07:01,500
我为什么开心啊

275
00:07:01,500 --> 00:07:04,529
第一我不在一个哈尔虞我诈啊

276
00:07:04,529 --> 00:07:06,329
互相攻击零和博弈的氛围里面

277
00:07:08,699 --> 00:07:11,100
我我每天帮着兄弟们去解决一些问题啊

278
00:07:11,100 --> 00:07:11,500
第三个呢

279
00:07:11,500 --> 00:07:13,959
就是远离了很多和我价值观不一致的人啊

280
00:07:13,959 --> 00:07:15,279
这是最开心的一点啊

281
00:07:15,279 --> 00:07:15,680
加油吧

282
00:07:15,680 --> 00:07:16,360
兄弟们

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