BV1ybRKBFETW · 请不要叫我梁同学1 00:00:00,000 --> 00:00:00,840 哈喽大家好 2 00:00:00,840 --> 00:00:02,000 欢迎回到阳光财经 3 00:00:02,000 --> 00:00:02,779 我是SUNY 4 00:00:02,779 --> 00:00:06,089 今天是2026年4月30号星期四 5 00:00:06,089 --> 00:00:08,390 转眼一年过了1/3 6 00:00:08,390 --> 00:00:10,089 大盘表现非常好 7 00:00:10,089 --> 00:00:11,449 创了历史新高 8 00:00:11,449 --> 00:00:15,000 黄金空逐渐成为过去历史的一小部分 9 00:00:15,000 --> 00:00:18,300 标普指数今天上涨73.06点 10 00:00:18,300 --> 00:00:20,120 涨幅1.02% 11 00:00:20,120 --> 00:00:23,009 又是超过百分之一上涨的一天 12 00:00:23,009 --> 00:00:24,789 指数继续新高 13 00:00:24,789 --> 00:00:27,190 今天摸高7219 14 00:00:27,190 --> 00:00:30,170 预计标普指数顺势还将继续上涨 15 00:00:30,170 --> 00:00:33,018 暂时不去预测哪个点有压力 16 00:00:33,018 --> 00:00:35,439 哪个点位会见顶之类的 17 00:00:35,439 --> 00:00:38,490 因为拆顶的胜率太低了 18 00:00:38,490 --> 00:00:42,229 纳斯达克指数今天上涨了219.07点 19 00:00:42,229 --> 00:00:44,130 涨幅0.89% 20 00:00:44,130 --> 00:00:46,179 连续第五根阳线了 21 00:00:46,179 --> 00:00:48,520 上涨趋势较为强劲 22 00:00:48,520 --> 00:00:51,590 预计纳指将继续稳定上涨 23 00:00:51,590 --> 00:00:53,570 虽然股市表现非常好 24 00:00:53,570 --> 00:00:56,170 硬件相关的个股涨幅特别大 25 00:00:56,170 --> 00:00:57,929 我手上配置的不够 26 00:00:57,929 --> 00:01:02,840 所以今年13下来KPI完成情况不理想 27 00:01:02,840 --> 00:01:06,420 公开账户好不容易重新爬上了20万 28 00:01:06,420 --> 00:01:08,239 高通抹平了亏损 29 00:01:08,239 --> 00:01:09,219 解套了 30 00:01:09,219 --> 00:01:13,629 但是circle c r c l重新见到了红字儿 31 00:01:13,629 --> 00:01:16,950 不然就所有持仓都回到盈利状态了 32 00:01:16,950 --> 00:01:18,370 第二重仓股 33 00:01:18,370 --> 00:01:21,739 谷歌创新高是主要的盈利来源 34 00:01:21,739 --> 00:01:24,620 特斯拉仓位大但不盈利 35 00:01:24,620 --> 00:01:26,609 导致今年收益平平 36 00:01:26,609 --> 00:01:29,489 目前所有仓位都将继续持有不动 37 00:01:29,489 --> 00:01:31,010 没有交易计划 38 00:01:31,010 --> 00:01:32,049 美伊停火 39 00:01:32,049 --> 00:01:33,109 有一段时间了 40 00:01:33,109 --> 00:01:36,290 今天川普听取中央司令部司令库珀的 41 00:01:36,290 --> 00:01:37,620 军事行动汇报 42 00:01:37,620 --> 00:01:41,439 已评估是否重新启动大规模军事行动 43 00:01:41,439 --> 00:01:42,760 虽然川普认为 44 00:01:42,760 --> 00:01:46,120 目前对霍尔木兹海峡的封锁效果优于轰炸 45 00:01:46,120 --> 00:01:48,359 但如果伊朗拒绝让步 46 00:01:48,359 --> 00:01:50,879 他将可能转向军事行动 47 00:01:50,879 --> 00:01:53,159 库珀打击伊朗的新方案 48 00:01:53,159 --> 00:01:55,500 目的是打破谈判僵局 49 00:01:55,500 --> 00:01:58,799 将是一个短促而强力的打击方案 50 00:01:58,799 --> 00:02:01,920 重点在于打击伊朗的关键基础设施 51 00:02:01,920 --> 00:02:05,870 甚至派出地面部队控制高浓缩铀库存 52 00:02:05,870 --> 00:02:10,120 那么这个事情就会涉及多个重要利空要素啦 53 00:02:10,120 --> 00:02:12,500 重启轰炸基础设施 54 00:02:12,500 --> 00:02:13,740 地面部队等 55 00:02:13,740 --> 00:02:17,250 都是地缘政治形势转向恶化的信号 56 00:02:17,250 --> 00:02:19,409 如果周末又打起来了 57 00:02:19,409 --> 00:02:23,699 那么股市可能会重新评估战争和通胀风险 58 00:02:24,020 --> 00:02:26,460 毕竟最近加油越来越贵了 59 00:02:26,460 --> 00:02:28,620 带动物价各种上涨 60 00:02:32,030 --> 00:02:35,289 3月份PCE环比上涨了0.7% 61 00:02:35,289 --> 00:02:38,250 为2022年6月以来最大涨幅 62 00:02:38,250 --> 00:02:41,129 整体PCE同比涨3.5% 63 00:02:41,129 --> 00:02:43,669 超过了前值2.8% 64 00:02:43,669 --> 00:02:45,610 剔除食品和能源后 65 00:02:45,610 --> 00:02:48,389 核心PCEE环比上涨0.3% 66 00:02:48,389 --> 00:02:49,769 低于前值 67 00:02:49,769 --> 00:02:52,748 核心PCE同比上涨3.2% 68 00:02:52,748 --> 00:02:55,628 数据显示通胀有所回升 69 00:02:55,628 --> 00:02:57,810 升幅不是非常显著 70 00:02:57,810 --> 00:03:00,750 美国一季度的GDP增长2% 71 00:03:00,750 --> 00:03:03,490 低于市场预期的2.2% 72 00:03:03,490 --> 00:03:07,150 因此通胀回升而经济增长低于预期 73 00:03:07,150 --> 00:03:09,189 这并非好的数据 74 00:03:09,189 --> 00:03:11,349 今天日元突然升值 75 00:03:11,349 --> 00:03:14,189 2024年日元曾经意外加息 76 00:03:14,189 --> 00:03:17,030 升值导致了美股剧烈动荡 77 00:03:17,030 --> 00:03:19,870 如今日元升值卷土重来 78 00:03:19,870 --> 00:03:21,469 不知道会不会成为美股 79 00:03:21,469 --> 00:03:24,479 高位调整的一个风险隐患呢 80 00:03:24,719 --> 00:03:27,699 今天日本政府出手干预外汇市场 81 00:03:27,699 --> 00:03:32,319 日本财务省官员已经多次发出果断行动的警告 82 00:03:32,319 --> 00:03:36,889 暗示随时可能入场大规模买入日元进行干预 83 00:03:36,889 --> 00:03:40,030 在日元兑美元汇率跌破160以后 84 00:03:40,030 --> 00:03:42,979 日本政府在外汇市场买入日元 85 00:03:42,979 --> 00:03:45,579 货币政策也有加息预期 86 00:03:48,878 --> 00:03:50,818 但面临加息压力 87 00:03:53,879 --> 00:03:57,300 但是日元的汇率和美股有什么关系 88 00:03:57,300 --> 00:03:58,719 日元升值 89 00:03:58,719 --> 00:04:01,060 怎么美股就会回调呢 90 00:04:01,300 --> 00:04:04,240 正是因为日元是套息交易货币 91 00:04:04,240 --> 00:04:06,759 日元印出来就是往国外跑 92 00:04:06,759 --> 00:04:07,680 换成美元 93 00:04:07,680 --> 00:04:09,280 去美国投资啦 94 00:04:09,280 --> 00:04:11,180 日元的利率极低 95 00:04:11,180 --> 00:04:13,719 以前长期在零利率附近 96 00:04:13,719 --> 00:04:15,419 从日本借日元 97 00:04:15,419 --> 00:04:17,990 每年要给的利息少得可怜 98 00:04:17,990 --> 00:04:21,810 然后日元又是自由流通的主流货币 99 00:04:21,810 --> 00:04:23,509 直接兑换成美元 100 00:04:23,509 --> 00:04:27,488 存起来就能拿3%到5%的利息啊 101 00:04:27,488 --> 00:04:30,158 这个就存在较大的套息空间 102 00:04:30,519 --> 00:04:33,658 当日元与美元的利率差扩大时 103 00:04:33,658 --> 00:04:35,870 套息交易更有利可图 104 00:04:35,870 --> 00:04:38,449 就会刺激更多的日元换成美元 105 00:04:38,449 --> 00:04:39,670 存到美国去 106 00:04:39,670 --> 00:04:42,158 或者去买美国的股票 107 00:04:42,439 --> 00:04:44,439 但是现在的情况是 108 00:04:44,439 --> 00:04:46,658 日元想要加息升值 109 00:04:46,658 --> 00:04:48,930 美元利率已经降了一些 110 00:04:48,930 --> 00:04:52,170 那么两个货币的利息差就缩窄 111 00:04:52,170 --> 00:04:55,069 套息交易变得不那么有利可图了 112 00:04:55,069 --> 00:04:56,990 还要面临日元升值 113 00:04:56,990 --> 00:04:58,470 美元贬值的风险 114 00:04:59,470 --> 00:05:01,079 如果日元大幅升值 115 00:05:01,079 --> 00:05:05,180 市场有可能会认为套息交易者会卖出美元资产 116 00:05:05,180 --> 00:05:06,220 换回日元 117 00:05:06,220 --> 00:05:07,500 用来还给银行 118 00:05:07,500 --> 00:05:09,389 以免两头损失 119 00:05:09,709 --> 00:05:12,129 日元还是一个公认的避险货币 120 00:05:12,129 --> 00:05:14,569 当全球出现系统性风险时 121 00:05:14,569 --> 00:05:18,029 资金会倾向于抛售资产换成日元 122 00:05:18,029 --> 00:05:19,889 比如英国脱欧 123 00:05:19,889 --> 00:05:23,069 日元一天就能暴涨14% 124 00:05:23,069 --> 00:05:24,949 日元大幅升值时 125 00:05:24,949 --> 00:05:27,730 往往预示着各种黑天鹅出现 126 00:05:27,730 --> 00:05:30,529 今天日元兑美元一反常态 127 00:05:30,529 --> 00:05:33,370 24小时内升值2.5% 128 00:05:33,370 --> 00:05:35,949 这对货币来说是巨大的波动啦 129 00:05:35,949 --> 00:05:38,519 这不得不引起市场的警惕 130 00:05:38,519 --> 00:05:41,980 另外美元长期利率有回升的趋势 131 00:05:41,980 --> 00:05:43,639 这其实对美股啊 132 00:05:43,639 --> 00:05:45,939 尤其是科技股是利空的 133 00:05:45,939 --> 00:05:48,800 美国按揭贷款的长期利率飙升 134 00:05:48,800 --> 00:05:51,139 30年期固定贷款的平均利率 135 00:05:51,139 --> 00:05:55,110 从上周的6.23%升至6.3% 136 00:05:55,110 --> 00:05:58,069 高于伊朗战争前的6% 137 00:05:58,509 --> 00:06:01,189 20年和30年的长期国债收益率 138 00:06:01,189 --> 00:06:02,829 今天冲上5% 139 00:06:02,829 --> 00:06:07,168 但没有守住长期利率接近5%的关键水平 140 00:06:07,168 --> 00:06:10,048 那这个5%啊是一个很敏感的数字 141 00:06:10,048 --> 00:06:13,658 如果长期无风险回报率能达到5% 142 00:06:17,579 --> 00:06:20,959 一锁定就是20到30年的高收益 143 00:06:20,959 --> 00:06:23,240 这个是炒股的机会成本啊 144 00:06:23,240 --> 00:06:26,040 标普指数长期年化回报率10% 145 00:06:26,040 --> 00:06:27,769 但刚冒风险 146 00:06:27,769 --> 00:06:30,550 如果超长期国债能做到5% 147 00:06:30,550 --> 00:06:32,009 而且是没有风险啊 148 00:06:32,009 --> 00:06:34,139 这就是炒股的机会成本了 149 00:06:34,139 --> 00:06:35,579 机会成本越高 150 00:06:35,579 --> 00:06:38,408 资金越有可能转向固定收益 151 00:06:38,408 --> 00:06:41,408 当长期国债收益率超过50% 152 00:06:41,408 --> 00:06:44,668 科技股成长股啊就会有一定的压力 153 00:06:44,668 --> 00:06:47,259 这个在以前是常常出现的 154 00:06:47,259 --> 00:06:49,160 那么日元升值 155 00:06:49,160 --> 00:06:51,600 美元长期利率回升到5% 156 00:06:51,600 --> 00:06:55,509 这些都意味着股市的高位压力有所加大 157 00:06:55,509 --> 00:06:57,290 本周65月2号 158 00:06:57,290 --> 00:06:59,910 伯克希尔将召开股东大会 159 00:06:59,910 --> 00:07:01,970 地点还是那个奥马哈 160 00:07:01,970 --> 00:07:04,490 但是巴菲特虽然会出席 161 00:07:04,490 --> 00:07:08,610 但全场的关注点将更多地转向阿贝尔 162 00:07:08,610 --> 00:07:10,769 阿贝尔作为现任CEO 163 00:07:10,769 --> 00:07:13,170 他对如何传承公司文化 164 00:07:13,170 --> 00:07:16,389 投资策略和资本配置等各方面的问题 165 00:07:16,389 --> 00:07:18,048 颇受市场关注 166 00:07:18,048 --> 00:07:21,509 伯克希尔虽然投资理念比较偏老前锋 167 00:07:21,509 --> 00:07:24,970 但是近年来也还是能够紧跟时代步伐 168 00:07:24,970 --> 00:07:27,589 比如低位就买入了谷歌 169 00:07:27,589 --> 00:07:29,430 谷歌和伯克希尔一样 170 00:07:29,430 --> 00:07:31,370 在AI方面晚了一拍 171 00:07:31,370 --> 00:07:33,029 但后来者居上 172 00:07:33,029 --> 00:07:34,949 赶上了AI的盛宴 173 00:07:34,949 --> 00:07:37,569 伯克希尔持有谷歌68亿 174 00:07:37,569 --> 00:07:39,790 为第13大仓位 175 00:07:39,790 --> 00:07:42,930 对于AI阿贝尔是什么样的看法 176 00:07:42,930 --> 00:07:44,430 也很受到关注 177 00:07:44,430 --> 00:07:47,949 毕竟他手上握着3700多余的子弹 178 00:07:47,949 --> 00:07:49,370 有这么多钱的 179 00:07:49,370 --> 00:07:52,089 不是股神也是股神啦 180 00:07:55,290 --> 00:07:56,529 回答股东提问 181 00:07:56,529 --> 00:08:00,418 这个问题在2025年股东大会时就有明确 182 00:08:00,418 --> 00:08:04,079 今年的股东大会巴菲特仍将出席 183 00:08:04,079 --> 00:08:06,139 但是会坐在台下的公司 184 00:08:06,139 --> 00:08:09,339 董事会将舞台交给阿贝尔 185 00:08:13,019 --> 00:08:15,199 以前是芒格和巴菲特 186 00:08:15,199 --> 00:08:17,829 后来是巴菲特和阿贝尔 187 00:08:17,829 --> 00:08:20,910 今年按股东大会指南的说法 188 00:08:25,949 --> 00:08:27,290 据小道消息 189 00:08:27,290 --> 00:08:28,829 今年前往奥马哈 190 00:08:28,829 --> 00:08:32,120 参加股东大会的人数将有所减少 191 00:08:32,120 --> 00:08:33,639 但无论如何 192 00:08:33,639 --> 00:08:36,659 后天的大会还是很值得关注的 193 00:08:36,659 --> 00:08:39,259 今天高通扬眉吐气了一番 194 00:08:39,259 --> 00:08:41,220 最高涨了20% 195 00:08:41,220 --> 00:08:43,308 收盘涨了15% 196 00:08:43,308 --> 00:08:46,990 昨天盘后的财报是高通大涨的原因 197 00:08:46,990 --> 00:08:49,970 高通是存在感最低的芯片股 198 00:08:49,970 --> 00:08:52,690 目前高通有一个AI数据中心项目 199 00:08:52,690 --> 00:08:54,818 是要落地沙特阿拉伯的 200 00:08:54,818 --> 00:08:56,499 另外公司确认 201 00:08:56,499 --> 00:08:59,639 正在为一家全球顶级的超大规模云服务商 202 00:08:59,639 --> 00:09:01,659 量产数据中心芯片 203 00:09:01,659 --> 00:09:05,779 预计第一批芯片将于今年12月开始出货 204 00:09:06,059 --> 00:09:06,940 市场认为 205 00:09:06,940 --> 00:09:09,500 高通同时推进CPUAI 206 00:09:09,500 --> 00:09:13,759 加速处理器和定制芯片AIC3条产品线 207 00:09:13,759 --> 00:09:16,740 成功突破了对手机业务的高度依赖 208 00:09:16,740 --> 00:09:19,720 开始进入AI算力基础设施建设市场 209 00:09:19,720 --> 00:09:21,419 分得业务份额 210 00:09:21,779 --> 00:09:25,100 之前因为卖出股票错过了很多行情 211 00:09:25,100 --> 00:09:27,919 这回呀我准备继续持有 212 00:09:28,120 --> 00:09:30,360 昨天公布财报的四巨头 213 00:09:30,360 --> 00:09:32,399 今天交易一天下来后 214 00:09:32,399 --> 00:09:34,649 只剩下谷歌一枝独秀了 215 00:09:34,649 --> 00:09:38,330 微软和meta重挫亚马逊也不怎么样 216 00:09:38,330 --> 00:09:41,419 谷歌则是大涨了9.97% 217 00:09:41,419 --> 00:09:43,259 其中跌的最多 218 00:09:43,259 --> 00:09:45,539 meta跌了8.55% 219 00:09:45,539 --> 00:09:47,639 微软跌了3.93% 220 00:09:47,639 --> 00:09:49,620 也是比较大的跌幅 221 00:09:49,620 --> 00:09:53,360 这两家公司刚刚披露的财报是非常不错的 222 00:09:53,360 --> 00:09:57,090 股价下跌的原因还是怕他们烧钱meta 223 00:09:57,090 --> 00:09:58,210 增加了资本支出 224 00:09:58,210 --> 00:10:00,730 计划上调到了1250亿 225 00:10:00,730 --> 00:10:02,720 到1450亿之间 226 00:10:02,720 --> 00:10:05,200 微软资本支出309亿 227 00:10:05,200 --> 00:10:07,879 没有原来计划的375亿那么多 228 00:10:07,879 --> 00:10:10,818 但是严重削弱自由现金流 229 00:10:10,818 --> 00:10:14,499 不过这个理由每个季度都作为砸盘理由 230 00:10:14,499 --> 00:10:16,818 有点老生常谈啊 231 00:10:16,818 --> 00:10:19,178 他们的业绩仍然非常强劲 232 00:10:19,178 --> 00:10:23,169 股价调整后很容易重新回到强势行情当中 233 00:10:23,169 --> 00:10:25,590 谷歌今天涨了10%了 234 00:10:25,590 --> 00:10:26,529 创新高 235 00:10:26,529 --> 00:10:29,139 还能大象跳舞啊 236 00:10:29,139 --> 00:10:31,320 谷歌也是收入利润 237 00:10:31,320 --> 00:10:33,828 云业务全线超过预期 238 00:10:34,109 --> 00:10:36,188 报表无可挑剔的情况下 239 00:10:36,188 --> 00:10:38,909 谷歌难道就不资本支出吗 240 00:10:38,909 --> 00:10:40,830 谷歌一样资本支出 241 00:10:40,830 --> 00:10:43,549 谷歌将2026年资本支出计划 242 00:10:43,549 --> 00:10:47,049 上调到了1900亿美元哦 243 00:10:47,049 --> 00:10:48,549 谷歌花钱没事 244 00:10:48,549 --> 00:10:51,350 微软和meta花钱就得大跌 245 00:10:51,350 --> 00:10:53,909 市场的逻辑是什么呢 246 00:10:54,210 --> 00:10:57,250 因为市场看到谷歌花挣钱有回报 247 00:10:57,250 --> 00:10:58,659 能赚大钱 248 00:10:58,659 --> 00:11:01,539 谷歌的云业务同比增长63% 249 00:11:01,539 --> 00:11:03,639 营收超过200亿美元 250 00:11:03,639 --> 00:11:05,559 AI用户转化率高 251 00:11:05,559 --> 00:11:09,039 专my乃付费用户环比增长40% 252 00:11:09,039 --> 00:11:13,139 企业用户正在大规模转向谷歌的AI平台 253 00:11:13,730 --> 00:11:16,789 如果微软以后也能追上这股潮流 254 00:11:16,789 --> 00:11:21,500 那么现在它的股价就是两年前的谷歌科技巨头 255 00:11:21,500 --> 00:11:24,500 合并7250亿的资本支出计划 256 00:11:24,500 --> 00:11:27,389 足以养活整个半导体产业 257 00:11:27,669 --> 00:11:29,070 他们要花钱 258 00:11:29,070 --> 00:11:32,519 那有人花钱就有人赚他们的钱 259 00:11:32,519 --> 00:11:34,779 四大科技巨头的资本支出 260 00:11:34,779 --> 00:11:38,529 最终留下就是数据中心里面的每一块硬件 261 00:11:38,529 --> 00:11:40,230 主要是GPU 262 00:11:40,230 --> 00:11:45,500 CPU内存硬盘冷却系统等GPU 263 00:11:45,500 --> 00:11:49,549 英伟达先发优势早就登上古王宝座 264 00:11:49,830 --> 00:11:53,129 半导体的其他公司也都获得了大量订单 265 00:11:53,129 --> 00:11:56,960 所以费城半导体成份股进出牛股 266 00:11:57,399 --> 00:12:02,438 有观众要求点评一下AMDAAMD的目标价是600 267 00:12:02,438 --> 00:12:04,818 这是苏妈和奥特曼定的价 268 00:12:04,818 --> 00:12:08,419 苏妈希望自己的公司能上1万亿的市值 269 00:12:08,419 --> 00:12:10,399 最近股价持续拉升 270 00:12:10,399 --> 00:12:11,659 进入主升浪 271 00:12:11,659 --> 00:12:14,120 前期的洗盘连我都被洗掉了 272 00:12:14,120 --> 00:12:15,769 说明洗盘彻底 273 00:12:15,769 --> 00:12:20,529 预计上涨空间还有苏妈很有可能实现他的梦想 274 00:12:20,970 --> 00:12:21,809 涨多了 275 00:12:21,809 --> 00:12:23,529 有人要卖出英特尔 276 00:12:23,529 --> 00:12:24,750 最近涨很多 277 00:12:24,750 --> 00:12:27,370 软银爆出要卖出英特尔筹钱 278 00:12:27,370 --> 00:12:30,174 但没有确切消息证明这个事 279 00:12:30,230 --> 00:12:32,470 孙正义这次赚大发了 280 00:12:32,470 --> 00:12:34,909 他去年买入的时候23块 281 00:12:34,909 --> 00:12:36,610 现在就14 282 00:12:36,610 --> 00:12:38,129 赚了60亿啦 283 00:12:38,129 --> 00:12:39,649 今天盘后财报有 284 00:12:39,649 --> 00:12:45,029 苹果SNDK闪迪和RDDTRADI等 285 00:12:45,029 --> 00:12:46,809 苹果盘后波澜不惊 286 00:12:46,809 --> 00:12:48,818 上季度业绩超预期 287 00:12:48,818 --> 00:12:50,859 营业收入增长17% 288 00:12:50,859 --> 00:12:53,239 达到了1111.8亿 289 00:12:53,239 --> 00:12:54,940 高于市场预期 290 00:12:54,940 --> 00:12:56,960 每股收益2.01 291 00:12:56,960 --> 00:12:59,220 超过预期的1.95美元 292 00:12:59,220 --> 00:13:01,740 上季度IPHONE时期需求强劲 293 00:13:01,740 --> 00:13:03,309 卖了570亿 294 00:13:03,309 --> 00:13:05,909 苹果是最不用担心资本支出的 295 00:13:05,909 --> 00:13:07,929 它不像其他几家巨头那样 296 00:13:07,929 --> 00:13:10,139 制定了巨额的花钱计划 297 00:13:10,139 --> 00:13:14,769 反正谁干成了苹果就和谁合作就行啦 298 00:13:15,129 --> 00:13:19,490 闪迪SNDK的财报出来之后跌了6% 299 00:13:19,490 --> 00:13:23,849 西部数据WDC财报后也是跌了7% 300 00:13:23,849 --> 00:13:27,919 财报业绩和指引也是超过了分析师预期的 301 00:13:27,919 --> 00:13:32,609 这和本周的希捷科技STX形成了鲜明对比 302 00:13:32,609 --> 00:13:35,928 那为什么有的存储股财报出来能涨 303 00:13:35,928 --> 00:13:37,649 有的财报一样好 304 00:13:37,649 --> 00:13:39,068 却是下跌的呢 305 00:13:39,068 --> 00:13:40,899 欢迎大家留言好 306 00:13:40,899 --> 00:13:42,259 今天的节目就分享到这里 307 00:13:42,259 --> 00:13:43,159 感谢大家收看 308 00:13:43,159 --> 00:13:44,419 我们下期节目再见 309 00:13:44,419 --> 00:13:45,139 拜拜
评论采集失败
采集完成，该视频无弹幕