BV1xR9zB4E2u · 请不要叫我梁同学1 00:00:13,199 --> 00:00:13,800 大家好 2 00:00:13,800 --> 00:00:14,900 欢迎回到娜娜说美股 3 00:00:14,900 --> 00:00:17,000 今天是4月27号周一 4 00:00:17,000 --> 00:00:19,780 本周将是年内最繁忙的一周 5 00:00:22,920 --> 00:00:24,399 标普500成份股中 6 00:00:24,399 --> 00:00:27,980 约44%的市值将会在本周披露财报 7 00:00:27,980 --> 00:00:30,420 在这些重大事件之前 8 00:00:30,420 --> 00:00:32,140 市场乐观情绪不减 9 00:00:32,140 --> 00:00:34,280 标普与纳指都小幅收涨 10 00:00:34,280 --> 00:00:35,920 道指微幅收跌 11 00:00:35,920 --> 00:00:37,240 板块涨跌不一 12 00:00:37,240 --> 00:00:38,329 分化明显 13 00:00:38,329 --> 00:00:41,409 美国与伊朗之间的谈判陷入了僵局 14 00:00:41,409 --> 00:00:44,179 周末美方取消了巴基斯坦行程 15 00:00:44,179 --> 00:00:46,600 尽管没有出现明确的升级 16 00:00:46,600 --> 00:00:49,479 但是当前局势呢更像是谈判暂停 17 00:00:49,479 --> 00:00:53,320 市场正在等待能够提振信心的实质性进展 18 00:00:53,320 --> 00:00:54,960 伊朗已经通过中间人 19 00:00:54,960 --> 00:00:59,140 巴基斯坦向美方传达了一个三阶段谈判方案 20 00:00:59,140 --> 00:01:02,020 第一阶段的重点是彻底结束战争 21 00:01:02,020 --> 00:01:04,540 并且获得防止对伊朗和黎巴嫩 22 00:01:04,540 --> 00:01:06,680 重新发动战争的保证 23 00:01:06,680 --> 00:01:09,260 如果在第一阶段达成协议了 24 00:01:09,260 --> 00:01:11,680 各方呢再进入第二阶段 25 00:01:11,680 --> 00:01:14,239 这个阶段将会专门研究霍尔木兹海峡 26 00:01:14,239 --> 00:01:15,879 如何管理的问题 27 00:01:15,879 --> 00:01:20,510 然后到第三阶段在于这个讨论核问题 28 00:01:20,510 --> 00:01:22,769 在前面两个阶段达成协议之前 29 00:01:22,769 --> 00:01:25,379 哈伊朗绝不会参与核问题的谈判 30 00:01:25,379 --> 00:01:28,560 唉不知道美国有没有这个耐心嗯 31 00:01:28,560 --> 00:01:31,540 霍尔木兹海峡呢目前仍处于关闭的状态 32 00:01:31,540 --> 00:01:35,280 高盛在最新研报中上调了对油价的预测 33 00:01:35,280 --> 00:01:38,329 并且指出油价风险明显偏上心 34 00:01:38,329 --> 00:01:39,709 根据高盛的预算 35 00:01:39,709 --> 00:01:45,259 全球石油库存增一一千一百万到1200万桶 36 00:01:45,259 --> 00:01:47,939 每日的创纪录速度消耗 37 00:01:47,939 --> 00:01:51,969 供给恢复的节奏呢要慢于原先的预期 38 00:01:51,969 --> 00:01:53,829 波斯湾出口的正常化 39 00:01:53,829 --> 00:01:59,640 时间节点已经从原定的5月中旬推迟到6月底 40 00:01:59,640 --> 00:02:03,480 高盛当前的基准假设为到7月份嗯 41 00:02:03,480 --> 00:02:05,719 石油供给恢复大约70% 42 00:02:05,719 --> 00:02:08,409 到年底恢复90% 43 00:02:08,409 --> 00:02:10,569 尽管中东局势反复哈 44 00:02:10,569 --> 00:02:13,099 导致油价就居高不下 45 00:02:13,099 --> 00:02:17,590 科技股呢仍强行将美股大盘推到了历史新高 46 00:02:17,590 --> 00:02:20,150 但是就在指数节节攀升之际 47 00:02:20,150 --> 00:02:22,469 市场广度却极度恶化 48 00:02:22,469 --> 00:02:26,759 创下指数新高时历史第二差的广度记录 49 00:02:27,340 --> 00:02:30,740 上周五三百二十四只成份股收跌 50 00:02:30,740 --> 00:02:34,370 净管度读数呢跌到负的148 51 00:02:34,370 --> 00:02:38,490 上涨动能过度集中于少数权重股 52 00:02:38,490 --> 00:02:41,209 意味着市场参与度已经大幅萎缩 53 00:02:41,209 --> 00:02:42,568 这种拉指数 54 00:02:42,568 --> 00:02:44,188 跌个股的背离结构 55 00:02:44,188 --> 00:02:48,628 通常是嗯高位震荡或者回调的前兆哈 56 00:02:48,628 --> 00:02:51,868 但是这并不意味着美股会立刻就暴跌 57 00:02:51,868 --> 00:02:53,379 因为是前兆吗 58 00:02:53,379 --> 00:02:56,460 参照去年7月和10月的走势 59 00:02:56,460 --> 00:02:58,830 在市场管度恶化之后 60 00:02:58,830 --> 00:03:02,669 指数往往仍能够惯性冲高数日 61 00:03:02,669 --> 00:03:04,810 随后才触发修正 62 00:03:04,810 --> 00:03:05,810 本周七 63 00:03:05,810 --> 00:03:06,770 巨头财报呢 64 00:03:06,770 --> 00:03:10,360 是纳值100能否延续上涨的关键变量 65 00:03:13,680 --> 00:03:16,199 正在转化为真实的回报 66 00:03:16,199 --> 00:03:18,639 那么美股仍有进一步上行空间 67 00:03:18,639 --> 00:03:21,889 下一个目标看向2万8000点区域 68 00:03:21,889 --> 00:03:23,689 反之调整的话 69 00:03:23,689 --> 00:03:25,889 先看下方2万6000点 70 00:03:25,889 --> 00:03:29,030 这里有此前的阻力转换为支撑区 71 00:03:29,030 --> 00:03:31,370 预计会有资金介入抄底 72 00:03:31,370 --> 00:03:34,149 前提是美伊冲突呢不再升级 73 00:03:34,149 --> 00:03:35,149 三个季度 74 00:03:35,149 --> 00:03:39,609 市场争论的核心是AI需求是否足够强劲 75 00:03:39,609 --> 00:03:43,419 能否支撑这个巨额基础设施投资 76 00:03:43,419 --> 00:03:46,558 而本季度这个争论已经明显降温了哈 77 00:03:46,558 --> 00:03:50,800 原因在于AI模型的持续进步与落地应用 78 00:03:50,800 --> 00:03:53,009 不断强化了市场信心 79 00:03:53,009 --> 00:03:56,669 所以现在市场的逻辑已经完成了 80 00:03:56,669 --> 00:04:01,610 从预期驱动转向这个验证驱动的切换 81 00:04:01,610 --> 00:04:05,689 就不再呃讨论需求是否强劲 82 00:04:05,689 --> 00:04:08,069 而是AI到底能不能够赚钱 83 00:04:11,659 --> 00:04:16,860 微软的焦点在于ASIA与COOPPILOT的变现能力 84 00:04:16,860 --> 00:04:19,980 AI不再是它锦上添花的业务哈 85 00:04:19,980 --> 00:04:23,620 而是必须与微软的传统核心业务 86 00:04:23,620 --> 00:04:25,750 并肩的收入支柱 87 00:04:25,750 --> 00:04:30,319 谷歌的60%的资本支出呢都流向基础设 88 00:04:34,300 --> 00:04:36,310 是否会因AI受损 89 00:04:36,310 --> 00:04:39,389 以及它的云业务的增长动能 90 00:04:39,389 --> 00:04:40,430 meta这一边 91 00:04:40,430 --> 00:04:41,350 2026年 92 00:04:41,350 --> 00:04:45,250 高达1350亿美元的资本开支 93 00:04:45,250 --> 00:04:47,379 极度考验投资者的耐心哈 94 00:04:47,379 --> 00:04:49,620 嗯他的广告收入的稳定性 95 00:04:49,620 --> 00:04:53,680 必须覆盖它激进的AI投入才行 96 00:04:53,680 --> 00:04:57,779 近期公司裁员动作反映出巨额基建压力之下 97 00:04:57,779 --> 00:05:00,160 企业呢正通过优化人力成本 98 00:05:00,160 --> 00:05:02,569 来强行维持这个效率 99 00:05:02,569 --> 00:05:07,050 亚马逊的逻辑依然锚定在AWS的增速 100 00:05:07,050 --> 00:05:09,189 以及在大规模投资周期中 101 00:05:09,189 --> 00:05:11,689 如何缩短回报周期 102 00:05:11,689 --> 00:05:13,149 苹果是个异类 103 00:05:13,149 --> 00:05:17,069 它呢受AI基础设施开支影响较小 104 00:05:17,069 --> 00:05:21,009 所以估值逻辑更偏向于宏观抗风险能力 105 00:05:21,009 --> 00:05:25,439 市场核心关注的是IPHONE的需求是否保持强劲 106 00:05:25,439 --> 00:05:30,019 供应链去中国化的进展以及利润率的侵蚀等等 107 00:05:30,019 --> 00:05:35,310 英伟达呢是整个AI逻辑的核心和行业的风向标 108 00:05:35,310 --> 00:05:37,529 嗯它的业绩持续强劲 109 00:05:37,529 --> 00:05:41,180 路线图呢也支撑着整个行业的资本开支计划 110 00:05:41,180 --> 00:05:44,420 市场关注定制芯片对它的竞争压力 111 00:05:44,420 --> 00:05:46,740 以及AI机土设施需求的爆发 112 00:05:46,740 --> 00:05:49,399 是否已经进入边际递减阶段 113 00:05:49,399 --> 00:05:52,579 但英伟达的财报呃比较晚哈 114 00:05:52,579 --> 00:05:55,480 这一周主要还是另外几个巨头的财报 115 00:05:55,480 --> 00:05:56,420 总的来说 116 00:05:56,420 --> 00:06:00,230 当前市场焦点已经转向了两个终极考量 117 00:06:00,230 --> 00:06:05,930 谁能够更快地将巨额资本开支转化为实际回报 118 00:06:05,930 --> 00:06:10,149 谁在算力扩张与资本效率之间取得平衡 119 00:06:10,149 --> 00:06:14,139 就是这个烧钱与这个自有现金流之间哈 120 00:06:14,139 --> 00:06:15,600 呃做一个平衡 121 00:06:15,600 --> 00:06:17,459 这些巨头的财报表现呢 122 00:06:17,459 --> 00:06:22,189 将会决定美股是高位换手后继续突破呢 123 00:06:22,189 --> 00:06:24,129 还是估值回归 124 00:06:26,869 --> 00:06:30,879 结束了此前这个18连涨的逆天走势 125 00:06:30,879 --> 00:06:33,779 大空头迈克布瑞上周宣布做空 126 00:06:33,779 --> 00:06:36,319 他已经通过买入i sh半导体 127 00:06:36,319 --> 00:06:39,259 TFSOXX的看跌期权 128 00:06:39,259 --> 00:06:41,370 建立了新的空头仓位 129 00:06:41,370 --> 00:06:42,250 压住美股 130 00:06:42,250 --> 00:06:46,350 半导体板块将会在未来几个月内出现显著崩塌 131 00:06:46,350 --> 00:06:49,730 这一批期权到期日为2027年1月 132 00:06:49,730 --> 00:06:51,709 行权价为330美元 133 00:06:51,709 --> 00:06:53,870 比现价低了28% 134 00:06:53,870 --> 00:06:56,529 他认为半导体板块最终会回落 135 00:06:56,529 --> 00:07:00,269 目前这一轮上涨呢更多是由技术性因素推动的 136 00:07:00,269 --> 00:07:02,000 不是有基本面支撑 137 00:07:02,000 --> 00:07:06,240 尤其是在市场普遍围绕大规模数据中心扩张 138 00:07:06,240 --> 00:07:09,519 导致芯片短缺这个叙事展开的时候呢 139 00:07:09,519 --> 00:07:11,329 它对后市保持谨慎 140 00:07:11,329 --> 00:07:16,300 同时他还买入了英伟达与QQ的长期看跌期权 141 00:07:16,300 --> 00:07:17,439 与此同时 142 00:07:17,439 --> 00:07:23,519 它同步反向加仓了被市场抛售的一些软件股 143 00:07:26,439 --> 00:07:32,480 这看上去michael berry压住的并非是AI叙事的破灭哈 144 00:07:32,480 --> 00:07:34,459 而是呃压注资金 145 00:07:34,459 --> 00:07:38,490 将会在一年内从AI硬件板块轮动 146 00:07:38,490 --> 00:07:41,470 转向那些被打惨的软件应用 147 00:07:41,470 --> 00:07:45,069 这表明他的立场呢就是不接受嗯 148 00:07:45,069 --> 00:07:47,589 AI干掉软件这个叙事 149 00:07:47,589 --> 00:07:51,449 认为市场过度放大了AI对软件企业的冲击 150 00:07:51,449 --> 00:07:54,410 忽视了硬件端的泡沫风险 151 00:07:54,410 --> 00:07:59,110 这个我觉得他的呃轮动逻辑本身并没有错哈 152 00:07:59,110 --> 00:08:03,629 但是他选择做空的和做多的标的呢 153 00:08:03,629 --> 00:08:05,230 我不太认同嗯 154 00:08:05,230 --> 00:08:07,970 做空应该是指捡软的捏嘛 155 00:08:07,970 --> 00:08:10,509 要选那些基本面没有那么稳 156 00:08:10,509 --> 00:08:13,589 但是那些股价乱涨涨太多的标的 157 00:08:13,589 --> 00:08:18,259 而不是选英伟达这种基本面稳健的龙头强势股 158 00:08:18,259 --> 00:08:21,180 还有全世界都抢着买的QQ 159 00:08:21,180 --> 00:08:22,860 他做多的软件股 160 00:08:22,860 --> 00:08:25,160 如果挑ServiceNow嗯 161 00:08:25,160 --> 00:08:26,860 Coric approvin 162 00:08:26,860 --> 00:08:29,069 微软这些都没有问题哈 163 00:08:29,069 --> 00:08:30,490 直接买IGB 164 00:08:30,490 --> 00:08:33,629 直压住这个年底估值修复也行 165 00:08:33,629 --> 00:08:36,259 但是他挑PAYPAL和adobe 166 00:08:36,259 --> 00:08:38,759 我是真的看不懂他怎么想 167 00:08:38,759 --> 00:08:39,919 所以我不是大佬 168 00:08:39,919 --> 00:08:41,039 他才是大佬是吧 169 00:08:41,039 --> 00:08:45,208 但是PAPO哈多比我是绝对不会去抄他的作业嗯 170 00:08:45,208 --> 00:08:46,328 美债收益率呢 171 00:08:46,328 --> 00:08:49,609 持续围绕4.3%的水平盘整 172 00:08:49,609 --> 00:08:53,129 市场预计美联储本周将会维持利率不变 173 00:08:53,129 --> 00:08:57,090 这通常意味着会议本身偏过渡性质哈 174 00:08:57,090 --> 00:08:58,809 既没有新的经济预测 175 00:08:58,809 --> 00:09:00,529 也不会调整利率 176 00:09:00,529 --> 00:09:02,269 在正常情况之下呢 177 00:09:02,269 --> 00:09:05,809 市场关注点就会集中在嗯FMC声明 178 00:09:05,809 --> 00:09:06,769 措辞的微调 179 00:09:06,769 --> 00:09:09,820 以及保威尔对前景的表述 180 00:09:09,820 --> 00:09:11,779 但是这一次情况有所不同 181 00:09:15,019 --> 00:09:16,789 主持的最后一次会议 182 00:09:16,789 --> 00:09:18,070 保卫尔此前表示 183 00:09:22,779 --> 00:09:24,759 到2028年1月 184 00:09:24,759 --> 00:09:27,099 坏事选择提前离任 185 00:09:27,099 --> 00:09:30,458 他可能会在这一周的发布会上说明哈 186 00:09:30,458 --> 00:09:33,899 这个决定将会影响FMC未来的构成 187 00:09:33,899 --> 00:09:35,720 如果宝贝尔完全离任 188 00:09:35,720 --> 00:09:38,639 就像他的那些前任们所做的那样 189 00:09:38,639 --> 00:09:41,100 那么washer可能接任主 190 00:09:41,100 --> 00:09:43,600 同时腾出的理事席位 191 00:09:43,600 --> 00:09:46,980 可能会让川普的小弟米兰获得正式任命 192 00:09:46,980 --> 00:09:50,799 从而呢使委员会期偏向更鸽派 193 00:09:50,799 --> 00:09:55,039 因此保威尔对于未来货币政策的指引并不重要 194 00:09:55,039 --> 00:09:58,190 他的这个在FMC的去留 195 00:09:58,190 --> 00:10:02,240 才会可能真正引发美债收益率的这个波动 196 00:10:02,240 --> 00:10:04,559 目前市场呢只计入了全年 197 00:10:04,559 --> 00:10:07,679 大约10.5个基点的降息空间 198 00:10:07,679 --> 00:10:12,009 显示自2月以来宽松预期已经大幅降温了哈 199 00:10:12,009 --> 00:10:16,049 所以后面要使这个降息预期重新升温的话 200 00:10:16,049 --> 00:10:19,259 那对美股市场来说又是一个新的支撑力量 201 00:10:21,559 --> 00:10:22,740 那已经无所谓了 202 00:10:22,740 --> 00:10:25,779 因为加息概率的近期已经大幅下降 203 00:10:25,779 --> 00:10:28,529 估计到时候市场也没什么反应的 204 00:10:28,529 --> 00:10:32,950 光通信公司POET股价呢几乎当日腰斩 205 00:10:32,950 --> 00:10:33,929 公司公告称 206 00:10:33,929 --> 00:10:38,480 已经取消了所有来自cl s9AI的采购订单 207 00:10:38,480 --> 00:10:41,039 包括早在2023年4月25号 208 00:10:41,039 --> 00:10:43,220 首次披露的首批订单 209 00:10:43,220 --> 00:10:46,000 收购SLIUAI的迈威尔科技 210 00:10:46,000 --> 00:10:48,139 已经在呃前几天 211 00:10:48,139 --> 00:10:52,818 4月23号向这公司发出了书面取消通知 212 00:10:52,818 --> 00:10:56,899 迈威尔科技呢指责该公司违反保密条款 213 00:10:56,899 --> 00:11:00,960 披露了与采购订单和发货信息的相关内容 214 00:11:00,960 --> 00:11:02,799 尽管订单被取消 215 00:11:02,799 --> 00:11:06,860 poo e t仍表示将继续推进既定战略 216 00:11:06,860 --> 00:11:10,309 聚焦人工智能与光通信市场的产品研发 217 00:11:10,309 --> 00:11:13,169 以应对持续增长的行业需求 218 00:11:13,169 --> 00:11:17,019 同时呢公司也在积极履行其他客户订单 219 00:11:17,019 --> 00:11:20,039 包括近期披露的一笔来自另一家科技公司 220 00:11:20,039 --> 00:11:22,379 大约500万美元的采购合同 221 00:11:22,379 --> 00:11:24,940 但市场显然并不买账哈 222 00:11:24,940 --> 00:11:26,519 在这次暴跌之前 223 00:11:26,519 --> 00:11:28,899 公司股价从4月初的五美元 224 00:11:28,899 --> 00:11:31,580 一路飙升到最高15.5美元 225 00:11:31,580 --> 00:11:33,929 不到一个月时间就翻了三倍 226 00:11:33,929 --> 00:11:35,529 更耐人寻味的是 227 00:11:35,529 --> 00:11:38,649 公司早在4月23号就已经收到订单 228 00:11:38,649 --> 00:11:39,690 取消通知了 229 00:11:39,690 --> 00:11:41,779 结果4月24号就第二天 230 00:11:41,779 --> 00:11:44,100 股价还暴涨了29% 231 00:11:44,100 --> 00:11:46,250 到今天才低开闷杀 232 00:11:46,250 --> 00:11:48,429 把场内资金给一网打尽 233 00:11:48,429 --> 00:11:52,100 就怕这个违法保密条款只是借口 234 00:11:52,100 --> 00:11:54,519 技术不过关才是真实原因哈 235 00:11:54,519 --> 00:11:56,259 如果产品技术过关的话 236 00:11:56,259 --> 00:11:59,360 那业务后面还有修复的可能嗯 237 00:11:59,360 --> 00:12:02,480 把泄密的那个CFO给开了就行哈 238 00:12:02,480 --> 00:12:05,230 再去另外报其他公司大退 239 00:12:05,230 --> 00:12:07,350 但要是产品技术不过关啊 240 00:12:07,350 --> 00:12:08,828 那这个票就烂了 241 00:12:08,828 --> 00:12:10,808 高通股价呢高开低走 242 00:12:10,808 --> 00:12:12,568 盘前涨近14% 243 00:12:12,568 --> 00:12:15,109 结果开盘就高台跳水 244 00:12:15,109 --> 00:12:17,460 尾盘涨幅收窄到只有1% 245 00:12:17,460 --> 00:12:18,340 消息面上 246 00:12:18,340 --> 00:12:20,820 天丰国际分析师郭明启发文称 247 00:12:20,820 --> 00:12:22,860 根据他的最新产业调查 248 00:12:22,860 --> 00:12:27,110 OpenAI曾与联发科高通合作开发手机芯片 249 00:12:27,110 --> 00:12:29,750 立讯精密呢则作为独立系统 250 00:12:29,750 --> 00:12:32,879 联合设计和制造合作伙伴 251 00:12:32,879 --> 00:12:36,740 预计这个项目将于2028年进入量产阶段 252 00:12:36,740 --> 00:12:40,399 这个2026年炒2028年的量产 253 00:12:40,399 --> 00:12:42,720 那两年时间变数太大了哈 254 00:12:42,720 --> 00:12:44,120 所以这就是个故事 255 00:12:44,120 --> 00:12:45,460 不是真实的订单 256 00:12:45,460 --> 00:12:47,360 股价盘前拉那么高呃 257 00:12:47,360 --> 00:12:50,019 资金当然要先兑现利润再说了 258 00:12:50,019 --> 00:12:52,759 微软股价盘前一度跌超4% 259 00:12:52,759 --> 00:12:55,200 日内抹去了所有跌幅后转涨 260 00:12:55,200 --> 00:12:55,960 消息面上 261 00:12:55,960 --> 00:13:00,840 OpenAI宣布将它与微软的授权协议转为非独家 262 00:13:00,840 --> 00:13:03,379 双方披露的修订协议协是呢 263 00:13:03,379 --> 00:13:07,080 微软不再拥有OpenAI知识产权的独家使用权了 264 00:13:07,080 --> 00:13:11,240 不过仍将保留对OpenAI模型和产品的授权 265 00:13:11,240 --> 00:13:12,679 到2032年 266 00:13:12,679 --> 00:13:15,399 只是这个授权将变为非独家之 267 00:13:15,399 --> 00:13:15,440 意 268 00:13:15,440 --> 00:13:15,720 味着 269 00:13:15,720 --> 00:13:17,879 open a未来可以将他的技术 270 00:13:17,879 --> 00:13:20,078 授权给其他的合作伙伴 271 00:13:20,078 --> 00:13:21,879 在商业分成方面呢 272 00:13:21,879 --> 00:13:25,759 修订协议取消了微软向OpenAI支付的收入分成 273 00:13:25,759 --> 00:13:29,320 但是OpenAI仍将继续向微软支付分成 274 00:13:29,320 --> 00:13:31,960 到2030年分成的比例维持不变 275 00:13:31,960 --> 00:13:34,220 同时设有总额上限 276 00:13:34,220 --> 00:13:38,299 而且这该支付安排呢不在于OpenAI的技术进展 277 00:13:38,299 --> 00:13:40,769 直接挂钩合作关系层面 278 00:13:40,769 --> 00:13:45,078 微软仍将是open and的主要云服务合作伙伴 279 00:13:45,078 --> 00:13:48,538 OpenAI的产品呢将优先部署在err上 280 00:13:48,538 --> 00:13:52,559 除非微软无法或者选择不支持相关的功能 281 00:13:52,559 --> 00:13:54,240 不过与此前不同的是 282 00:13:54,240 --> 00:13:56,919 OpenAI现在可以通过其他的云服务商 283 00:13:56,919 --> 00:13:59,539 向客户提供啊他的全部产品 284 00:13:59,539 --> 00:14:02,580 这标志着微软与OpenAI双方 285 00:14:02,580 --> 00:14:06,139 从此前的绑定关系走向开放合作 286 00:14:06,139 --> 00:14:07,059 双方表示 287 00:14:07,059 --> 00:14:08,580 这次协议的调整呢 288 00:14:08,580 --> 00:14:12,419 是为了未来合作提供更长期的确定性与灵活性 289 00:14:12,419 --> 00:14:16,090 同时仍将在数据中心扩展下一代芯片 290 00:14:16,090 --> 00:14:20,379 以及网络安全呀应用等关键领域保持深度合作 291 00:14:20,379 --> 00:14:22,779 此外微软作为主要股东 292 00:14:22,779 --> 00:14:25,379 仍将持续参与open i的成长 293 00:14:25,379 --> 00:14:29,399 这个事情对微软短期情绪实力控哈 294 00:14:29,399 --> 00:14:33,720 但是中产期呢只是轻微的战略稀释调整而已 295 00:14:33,720 --> 00:14:36,279 并不改变微软AI龙头地位 296 00:14:36,279 --> 00:14:39,549 只是他此前对OPENAI的那个垄断权 297 00:14:39,549 --> 00:14:41,230 变成了优先权而已 298 00:14:41,230 --> 00:14:45,350 有亚马逊支持的核反应堆开发商x n lg 299 00:14:45,350 --> 00:14:47,720 上周五在纳斯达克上市 300 00:14:47,720 --> 00:14:50,820 IPO首日股价就飙升了近27% 301 00:14:50,820 --> 00:14:52,990 今天又续涨了23% 302 00:14:52,990 --> 00:14:55,789 这一家总部位于马里兰州的公司 303 00:14:55,789 --> 00:14:59,139 在IPO中获得了亚马逊a ark investment 304 00:14:59,139 --> 00:15:01,279 等主要投资者的支持 305 00:15:01,279 --> 00:15:02,379 在IPO之前 306 00:15:02,379 --> 00:15:04,940 哈亚马逊已经持有x in lg 307 00:15:04,940 --> 00:15:06,669 29%的股份了 308 00:15:06,669 --> 00:15:08,710 达美乐披萨公布财报之后 309 00:15:08,710 --> 00:15:09,429 股价下跌 310 00:15:09,429 --> 00:15:12,259 公司一季度每股收益呢4.13美元 311 00:15:12,259 --> 00:15:14,120 不及预期的4.28美元 312 00:15:14,120 --> 00:15:16,450 同比下滑4.62% 313 00:15:16,450 --> 00:15:18,950 营收同比增长3.5% 314 00:15:18,950 --> 00:15:20,690 达到11.5亿美元 315 00:15:20,690 --> 00:15:23,750 但是略低于市场预期的11.63亿美元 316 00:15:23,750 --> 00:15:27,490 销售增长呢主要得益于供应链收入的增长 317 00:15:27,490 --> 00:15:30,350 以及全球特许经营权使用费 318 00:15:30,350 --> 00:15:32,700 费用和广告收入增加 319 00:15:32,700 --> 00:15:35,240 同店销售并没有达到预期 320 00:15:35,240 --> 00:15:38,919 因为物价压力让消费者减少了外出就餐 321 00:15:38,919 --> 00:15:40,899 从而呢打压对餐厅的需求 322 00:15:40,899 --> 00:15:42,480 不过公司CEO表示哈 323 00:15:42,480 --> 00:15:45,500 尽管竞争环境更加的激烈 324 00:15:45,500 --> 00:15:47,659 公司依然保持良好的定位 325 00:15:47,659 --> 00:15:51,740 它提到了规模优势和门店层面的盈利能力 326 00:15:51,740 --> 00:15:54,519 但是我对苍蝇股怯媚了哈 327 00:15:54,519 --> 00:15:59,620 嗯最近就不太喜欢嗯买这些餐饮股了 328 00:15:59,620 --> 00:16:01,539 行今天我们就说到这里 329 00:16:01,539 --> 00:16:03,360 那我们明天见拜拜
评论采集失败
采集完成，该视频无弹幕