【老李玩钱】华尔街大举买入和加仓的5支股票！

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大家好

2
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我是老李

3
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就在这几天

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华尔街投行和机构的13F文件是新鲜出炉

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就在前一阵子啊

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也就是2025年的第四季度啊

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华尔街这些投行和机构呢是大举买入

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或者是加仓了

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有五只股票

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这个呢是纳斯达克指数

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我们知道啊

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在去年的第四季度

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也就差不多是在啊这个区域内

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当时的美股呢已经是在高位了

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去年的四季度从10月份开始到现在啊

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其实咱这个美股啊基本上就没怎么涨

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甚至啊很多股票啊在这个啊时间范围内呢

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都啊还下跌了不少

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那么华尔街的这些投行和机构

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既然敢在当时的高位啊去买入或者是加仓啊

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咱们今天要说的这五只股票

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那这五只股票是不是也值得咱们散户去啊

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买入建仓

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进行长期的布局呢

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啊今天呢咱们就主要来讨论这个问题

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但是说正事之前

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依照国际惯例

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还是先来跟大家亮账户

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今天美股三大指数全部收红

30
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我的账户呢小跌了300多美金

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当前的账户总资产是27万1000多

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在2025年的第四季度

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华尔街投行和机构大举买入或者是加仓的呃

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第一只股票呢就是英伟达

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英伟达仍然是全球最大资产管理机构

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最具高信念的加仓标的

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这里面的主要买家有啊

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瑞达利欧旗下的桥水基金啊

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他们增持了价值6.9

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5亿美元的英伟达股票呃

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其他大型的机构呢

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比如啊到付银行啊

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摩根士丹利也报告称

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英伟达是其按价值计算最重要的增持标的之一

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达哥是我这个账户当中的主力前锋啊

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这支股票呢在咱们这个频道啊

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也是经常来跟大家啊进行更新

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我对这支股票的看法跟这个呃建议啊

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一直其实都没怎么变过啊

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我认为英伟达这支股票呢

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是非常适合咱们散户去呃呃买入建仓呃

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进行这个长期啊布局的

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其实咱散户有时候在买股票啊

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其实就图一个省心省力

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这个操作简单

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然后呢你长期来看呃

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又能稳定的这个盈利的啊

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这类股票是最受咱们散户欢迎的

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那英伟达呢它就属于是啊这这种的股票啊

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这个公司呃基本面呢护城河呀我都不用多说了

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因为呢啊达哥是半导体芯片板块

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整个这这个板块的龙头老大啊

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不仅是这个板块的龙头老大

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他也是啊整咱们整个美股当中啊

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就是啊妥妥的这个龙头股

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所以我认为这支股票是非常适合咱们散户呢

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去进行长期布局的

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省心省力

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而且容错率呢还非常的高

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长期来看啊

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这支股票啊基本上是能够让你啊赚到钱的

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目前英伟达整体的估值呢也还OK啊

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他的chilling pe是46.53啊

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forward pe e前瞻市盈率呢是29.94

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这个前瞻市盈率我之前跟大家说过啊

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这些科技巨头啊

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如果是前瞻市盈率啊

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是低于30啊

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这个呢我认为这个估值啊就是OK的

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他现在呢是29.94啊

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啊快到30了

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但是勉强呢还是比30要低了

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那么一点

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我对英伟达这支股票开仓买入和加仓的价格

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点位建议呢还是跟之前啊保持一致

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这两条线呢是在之前就已经画好了

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开仓买入的这个价格呢是176啊

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然后下面164这个支撑位呢

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是咱们进一步去加仓的一个价格点位

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华尔街的投行和机构是在去年的四季度

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也就差不多是在这个啊区间范围内啊

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是对英伟达这支股票呢啊

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进行了大举的买入或者是加仓

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那如果说我们按照刚才我给的这个

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164~176啊

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这个啊价格去进行啊

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开仓买入或者是这个啊加仓的话

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那么大概率啊是比啊华尔街呃

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这个买入价格要低的

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在去年的第四季度

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华尔街投行和机构大举买入或者加仓的

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第二只股票呢就是美光科技

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股票代码呢是mu

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美光获得了机构投资者的大幅加持

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成为AI驱动的内存短缺

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这一主题下的核心标的之一

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美光科技啊是一只半导体芯片股

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这支股票呢最近是非常的火爆啊

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啊好多朋友啊最近一直在问我这只股票涨势啊

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非常的凶啊

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很多朋友就问说

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老李这其他的半导体芯片股

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都软趴趴的趴在地上

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一直被被这个不断的摩擦

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美光科技

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唯独这美光科技怎么涨的这么的凶呢

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因为美光啊

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它是其实这波上涨是跟着这个啊存储类板块啊

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在啊一起上涨

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说到这

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咱有些朋友又有疑问了

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说那为什么他会跟着存储类板块上涨呢

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因为美光科技这支芯片股呢它非常的特殊

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它既是芯片股

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它又是存储股

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大家可以理解为啊它是存储中的芯片股

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因为其实咱们这个存储用到的

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比如说这个闪存呐啊这个硬盘呐啊内存呐

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它里面啊都是需要这个芯片的

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而美光科技呢就是设计跟制造啊

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啊

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存储类的这种啊芯片啊

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的一家这个半导体芯片股

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所以说美光科技这只公呃

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这家公司啊

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它既吃上了啊存储类板块的这波红利啊

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又又吃上了之前这个半导体芯片板块的

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这一波红利

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这里面的逻辑啊其实并不复杂

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因为AI呢是现在咱们啊大力发展的

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这样一个赛道

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那AI的发展呢它的底层逻辑就是算力

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但是算力再往下一层

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大家想一想需要什么

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它就需要存储了

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因为你这个你算力跟上了对吧

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你大量的计算算出来大量的这个数据呢

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你需要存呐

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你不存

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你不是白算的

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你算出来数据没有没有地方存

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那不是算出来之后它就没了吗

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当华尔街这帮人意识到这个问题了之后呢

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最近这段时间就一直开始在追捧

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这些存储类的这个股票

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大家看着存储板块啊啊这只股票都在猛涨

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而美光呢它就像我说的

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它是啊属于是存储类的芯片股

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美光这只股票虽然说前一阵子啊它涨得很凶

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但是从它目前的估值上来看呢

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啊它的估值真的并不高

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他现在的TRAVELLINGPE是40.01forward pe e啊

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前瞻市盈率是只有12.33啊

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这个是比大多数的半导体芯片股的这个估值啊

165
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都要低啊

166
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说实话看到这个估值了之后

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还真的是挺让人心动的

168
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而且这家公司预期的增长啊非常的高

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在当前这个财年也就是2026年

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华尔街对美光科技啊

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他们啊呃营收啊

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这个预期的同比增长率呢

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是103.8%

174
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然后下一年就2027财年呢

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这个营收的额同比增长率呢

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预期是28.17%

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华尔街呢是在去年的四季度

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10月到12月

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差不多是在这个区间啊范围内的时候呢

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啊是大举买入或者是加仓了啊

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美光科技这支股票

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那从这个股价走势上来看呢

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华尔街这帮人当时买入啊

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现在应该是都啊呃吃上肉喝上汤了

185
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是这只股票上啊啊盈利了不少

186
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虽然说美光科技的估值并不高

187
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但是呢我还是希望啊它能够有一波啊回调啊

188
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在股价再给咱们打打折啊

189
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咱们呢再去考虑啊

190
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开仓进行买入

191
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针对这支股票

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我建议的开仓买入的价格点位

193
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是在下方的这条支撑位啊

194
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这条这个支撑位呢是在365啊

195
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365这个位置啊就可以去啊开仓啊

196
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美光科技

197
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然后在下方啊

198
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60日移动平均线的这个位置呢

199
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是322啊

200
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322这个价格啊

201
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点位附近呢是啊

202
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我们可以考虑去进一步进行加仓的一个位置

203
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2025年的四季度

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华尔街投行和机构大举买入或者是加仓的

205
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第三只股票呢就是谷歌

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机构投资者在2025年第四季度

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大幅增持了谷歌

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它主要的买家呢有桥水基金啊

209
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他们增持了价值4.87亿美元的谷歌呃

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该股呢经常被列为华尔街各类投资组合中

211
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按机构持仓价值计算

212
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增持幅度最大的股票之一

213
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谷歌这支股票呢在咱们这个频道当中啊

214
00:09:06,379 --> 00:09:09,299
也是经常的去跟大家讲到这只股票呢

215
00:09:09,299 --> 00:09:09,580
啊

216
00:09:09,580 --> 00:09:14,399
我认为也是非常适合咱们散户啊去啊开仓买入

217
00:09:14,399 --> 00:09:17,690
长期布局的啊这样一支股票

218
00:09:17,690 --> 00:09:20,450
因为谷歌这家公司啊

219
00:09:20,450 --> 00:09:25,029
它现在呢是啊这些科技公司当中唯一一家啊

220
00:09:25,029 --> 00:09:26,990
一站式的AI公司

221
00:09:26,990 --> 00:09:29,818
大家可以理解为是AI1条龙啊

222
00:09:29,818 --> 00:09:33,950
他在这个呃呃AI的整个生态链上啊

223
00:09:33,950 --> 00:09:35,830
所有呃所有的这些业务

224
00:09:35,830 --> 00:09:40,759
基本上它都能够啊囊括从啊AI硬件啊

225
00:09:40,759 --> 00:09:43,620
谷歌有他们自研的定制化AI芯片

226
00:09:43,620 --> 00:09:45,460
也叫这个TPU啊

227
00:09:45,460 --> 00:09:49,750
然后呢再到他们这个啊啊云计算的数据中心啊

228
00:09:49,750 --> 00:09:51,509
谷歌呢有他们的google cloud

229
00:09:51,509 --> 00:09:53,940
就是谷歌云AI的应用层面呢

230
00:09:53,940 --> 00:09:56,299
他们有大家非常熟悉的这个GEMINI啊

231
00:09:56,299 --> 00:09:57,620
GEMINI呢像啊

232
00:09:57,620 --> 00:09:59,700
我是啊每天基本上都在用

233
00:09:59,700 --> 00:10:03,100
而且现在这个GEMINI啊是越来越好用了啊

234
00:10:03,100 --> 00:10:06,139
之前呢GEMINI可能比不上什么chat gbt啊

235
00:10:06,139 --> 00:10:07,559
或者是PLEXITY啊

236
00:10:07,559 --> 00:10:11,000
但是现在啊我敢说啊这些AI的软件啊

237
00:10:11,000 --> 00:10:12,120
我每天都在用

238
00:10:12,120 --> 00:10:13,089
都在试

239
00:10:13,089 --> 00:10:13,729
我敢说

240
00:10:13,729 --> 00:10:17,009
现在这个GEMINI绝对是能够吊打其他的

241
00:10:17,009 --> 00:10:18,288
这些AI应用的软件

242
00:10:18,288 --> 00:10:22,220
尤其是现在绝对是能够吊打啊chat gbt的

243
00:10:22,220 --> 00:10:25,100
然后呢再到呃这个呃谷歌呢

244
00:10:25,100 --> 00:10:27,320
它还是啊搜索引擎的巨头

245
00:10:27,320 --> 00:10:29,879
然后咱们大家都在看的这个YOUTUBE啊

246
00:10:29,879 --> 00:10:32,870
这个海量的啊啊视频呐

247
00:10:32,870 --> 00:10:34,149
海量的数据上面

248
00:10:34,149 --> 00:10:35,149
海量的用户

249
00:10:35,149 --> 00:10:36,830
谷歌呢他牛批就牛批

250
00:10:36,830 --> 00:10:40,659
在他们把他们这个AI的应用啊给整河道啊

251
00:10:40,659 --> 00:10:43,059
他们啊谷歌的这个搜索引擎

252
00:10:43,059 --> 00:10:45,799
包括YOUTUBE啊啊这里面

253
00:10:45,799 --> 00:10:49,460
然后反过来呢他从啊搜索引擎

254
00:10:49,460 --> 00:10:51,419
从YOUTUBE这是海量的数据啊

255
00:10:51,419 --> 00:10:54,759
海量的用户搜集到的这个大量的数据呢

256
00:10:54,759 --> 00:10:57,450
又反过来喂给他们的AI啊

257
00:10:57,450 --> 00:11:00,450
让让他们这个AI的发展呢更加的强大

258
00:11:00,450 --> 00:11:01,169
可以说啊

259
00:11:01,169 --> 00:11:02,929
这个谷歌是呃AI

260
00:11:02,929 --> 00:11:04,629
整个生态链上

261
00:11:04,629 --> 00:11:07,990
形成了一个这样一个啊完整的闭环

262
00:11:07,990 --> 00:11:10,889
谷歌目前的估值呢也并不算高

263
00:11:10,889 --> 00:11:13,250
他的TRAILLINGPE是28.12

264
00:11:13,250 --> 00:11:16,159
forward pe e呢是23.36

265
00:11:16,159 --> 00:11:18,220
前瞻市盈率23.36啊

266
00:11:18,220 --> 00:11:23,379
这个估值水平我觉得啊可以说是比较合理了

267
00:11:23,379 --> 00:11:27,360
我对谷歌这支股票开仓以及加仓的价格点位

268
00:11:27,360 --> 00:11:30,909
建议呢还是跟之前设定的保持一致啊

269
00:11:30,909 --> 00:11:35,169
下方这一条支撑位在297啊

270
00:11:35,169 --> 00:11:37,210
297这个价格附近呢

271
00:11:37,210 --> 00:11:39,929
就是可以去开仓买入的啊

272
00:11:39,929 --> 00:11:41,299
一个价格点位

273
00:11:41,299 --> 00:11:43,820
然后下方270的这个支撑位呢

274
00:11:43,820 --> 00:11:47,500
是咱们进一步啊去加仓的这样一个位置

275
00:11:47,500 --> 00:11:49,899
我在之前310多的时候啊

276
00:11:49,899 --> 00:11:53,860
是刚对我的谷歌啊这个进行过一次呃

277
00:11:53,860 --> 00:11:55,460
小规模的减仓

278
00:11:55,460 --> 00:11:58,980
那么如果近现在谷歌啊是啊300多一点

279
00:11:58,980 --> 00:12:02,590
这个价格马上就快到我设定的这个啊

280
00:12:02,590 --> 00:12:05,450
买入以及加仓的啊价格区间范围了

281
00:12:05,450 --> 00:12:08,500
如果最近啊谷歌在稍有回调啊

282
00:12:08,500 --> 00:12:11,259
啊股价呢掉到270~297

283
00:12:11,259 --> 00:12:13,279
这个价格区间范围内的时候

284
00:12:13,279 --> 00:12:17,409
我会考虑呢在对我的谷歌进行呃一次加仓

285
00:12:17,409 --> 00:12:21,909
然后把之前啊这个高位啊减掉的这部分仓位呢

286
00:12:21,909 --> 00:12:23,919
再给他啊减回来

287
00:12:23,919 --> 00:12:25,519
在去年的第四季度

288
00:12:25,519 --> 00:12:29,139
华尔街投行和机构买入或者是加仓的

289
00:12:29,139 --> 00:12:30,259
第四只股票呢

290
00:12:30,259 --> 00:12:31,360
就是meta

291
00:12:31,360 --> 00:12:31,860
Meta

292
00:12:31,860 --> 00:12:33,960
在第四季度成为机构投资者

293
00:12:33,960 --> 00:12:35,799
加仓市值最高的股票

294
00:12:35,799 --> 00:12:36,259
报告

295
00:12:36,259 --> 00:12:40,029
机构合计新增净值超过47亿美元

296
00:12:40,029 --> 00:12:43,070
meta在当前的七大科技葫芦娃当中啊

297
00:12:43,070 --> 00:12:44,389
属于是小弟啊

298
00:12:44,389 --> 00:12:48,029
他的市值是只有1.63个trillion啊

299
00:12:48,029 --> 00:12:50,309
市值是跟特斯拉差不多啊

300
00:12:50,309 --> 00:12:52,370
都还没有到两个trilling呢

301
00:12:52,370 --> 00:12:52,690
啊

302
00:12:52,690 --> 00:12:53,809
meta呢跟特斯拉

303
00:12:53,809 --> 00:12:57,460
就属于是七大科技葫芦娃当中的两个小弟

304
00:12:57,460 --> 00:12:59,019
但是从估值上来看呢

305
00:12:59,019 --> 00:13:02,100
meta当前的整体估值水平啊

306
00:13:02,100 --> 00:13:05,509
应该说是这七大科技巨头当中啊

307
00:13:05,509 --> 00:13:08,600
啊综合来看应该是最低的

308
00:13:08,600 --> 00:13:09,940
然后再看增长

309
00:13:09,940 --> 00:13:11,759
从增长情况上来看啊

310
00:13:11,759 --> 00:13:13,960
meta在这七大科技葫芦娃当中啊

311
00:13:13,960 --> 00:13:16,570
他的增长啊也并不弱

312
00:13:16,570 --> 00:13:19,289
达哥的增长在这七个葫芦娃当中啊

313
00:13:19,289 --> 00:13:21,049
还是遥遥领先的

314
00:13:21,049 --> 00:13:23,210
我觉得除了达哥之外啊

315
00:13:23,210 --> 00:13:25,899
我看一下啊啊第二名啊

316
00:13:25,899 --> 00:13:28,899
增长里的咱如果排一个名次的话啊

317
00:13:28,899 --> 00:13:31,039
第二名应该就是meta了

318
00:13:31,039 --> 00:13:33,559
meta的股价呢在最近这段时间啊

319
00:13:33,559 --> 00:13:35,240
波动也是非常的大啊

320
00:13:35,240 --> 00:13:37,000
从上上一次的财报

321
00:13:37,000 --> 00:13:40,259
就是啊10月份10月底的那次财报之后啊

322
00:13:40,259 --> 00:13:41,960
股价暴雷啊

323
00:13:41,960 --> 00:13:45,099
结果呢这股价是直接跳水下跌了不少啊

324
00:13:45,099 --> 00:13:47,499
后来呢啊股价有所回升

325
00:13:47,499 --> 00:13:50,499
然后再到前一阵子又出了一次财报之后

326
00:13:50,499 --> 00:13:51,558
股价又起飞了

327
00:13:51,558 --> 00:13:53,990
股价直接又冲到了700多

328
00:13:53,990 --> 00:13:58,879
这最近呢又被这个华尔街AI这波啊杀

329
00:13:58,879 --> 00:14:01,340
估值就是整体杀科技股啊

330
00:14:01,340 --> 00:14:05,159
AI的这个估值又把这这个股价又给杀下来了

331
00:14:05,159 --> 00:14:07,970
这股价从700多又开始回落啊

332
00:14:07,970 --> 00:14:10,110
跌到了现在的644

333
00:14:10,110 --> 00:14:11,370
如果想要开仓买入

334
00:14:11,370 --> 00:14:13,009
对这支股票进行布局的话

335
00:14:13,009 --> 00:14:14,450
我建议的啊

336
00:14:14,450 --> 00:14:19,470
价格点位呢还是跟之前啊呃设定的保持一致啊

337
00:14:19,470 --> 00:14:22,409
第一个位置呢是在这条线635啊

338
00:14:22,409 --> 00:14:25,639
635是可以考虑去啊开仓的

339
00:14:25,639 --> 00:14:27,240
这样一个价格点位

340
00:14:27,240 --> 00:14:29,700
然后下方600的这个支撑位呢

341
00:14:29,700 --> 00:14:32,059
是进一步再去加仓的啊

342
00:14:32,059 --> 00:14:32,809
一个位置

343
00:14:32,809 --> 00:14:35,210
华尔街这帮人呢是在去年的四季度

344
00:14:35,210 --> 00:14:37,970
也就是10月11月和12月啊

345
00:14:37,970 --> 00:14:42,330
对meta这支股票啊进行了买入和加仓

346
00:14:42,330 --> 00:14:45,309
大致的范围呢是在这个

347
00:14:45,309 --> 00:14:47,649
应该是在这个区间范围之内啊

348
00:14:47,649 --> 00:14:50,750
咱们也不知道他们具体是买在了什么价格

349
00:14:50,750 --> 00:14:52,490
因为这13F文件上啊

350
00:14:52,490 --> 00:14:55,350
不会披露他们买入的具体价格的

351
00:14:55,350 --> 00:14:56,350
咱盲猜啊

352
00:14:56,350 --> 00:14:58,230
就是在这个啊范围之内

353
00:14:58,230 --> 00:15:00,690
但是这个范围的这个价格跨度呢

354
00:15:00,690 --> 00:15:02,049
确实是比较的大

355
00:15:02,049 --> 00:15:03,690
如果他们买的买的高的话

356
00:15:03,690 --> 00:15:05,090
可能会买在这个位置啊

357
00:15:05,090 --> 00:15:06,330
700多的一个价格

358
00:15:06,330 --> 00:15:07,169
买的低的话

359
00:15:07,169 --> 00:15:10,039
最低啊可能是600左右的这样一个价格

360
00:15:10,039 --> 00:15:13,519
但是这个平均啊大家看这个区间范围的一个

361
00:15:13,519 --> 00:15:17,480
我觉得平均值啊可能是在呃650

362
00:15:17,480 --> 00:15:18,720
660左右啊

363
00:15:18,720 --> 00:15:21,700
所以如果是按照我给的这个600~640

364
00:15:21,700 --> 00:15:24,700
35这个价格区间范围内去进行买入

365
00:15:24,700 --> 00:15:26,580
或者是啊加仓的话呢

366
00:15:26,580 --> 00:15:29,840
大概率啊是能够超到跑华尔街的底的

367
00:15:29,840 --> 00:15:32,059
在2025年的第四季度

368
00:15:32,059 --> 00:15:32,500
华尔街

369
00:15:32,500 --> 00:15:37,139
投行和机构买入以及加仓的第五只股票呢是啊

370
00:15:37,139 --> 00:15:39,899
英特尔股票代码INTC

371
00:15:39,899 --> 00:15:41,860
令许多人感到意外的是

372
00:15:41,860 --> 00:15:44,000
英特尔在2025年年末

373
00:15:44,000 --> 00:15:46,519
因一一项具有里程碑意义的合作

374
00:15:46,519 --> 00:15:50,279
而成为机构投资者的战略性压注对象

375
00:15:50,279 --> 00:15:53,240
这里面的主要买家呢有英伟达

376
00:15:53,240 --> 00:15:56,720
英伟达自身加大了对英特尔的战略性压注

377
00:15:56,720 --> 00:15:57,659
目前呃

378
00:15:57,659 --> 00:16:00,299
英特尔已占英伟达自身投资组合的

379
00:16:00,299 --> 00:16:01,889
50%以上

380
00:16:01,889 --> 00:16:04,330
贝莱德等大型资产管理机构

381
00:16:04,330 --> 00:16:07,429
也提高了对AI基础设施概念的配置

382
00:16:07,429 --> 00:16:10,720
其中包括英特尔的代工啊业务

383
00:16:10,720 --> 00:16:13,940
这里面的主要驱动因素是英特尔与英伟达

384
00:16:13,940 --> 00:16:14,860
达成的一项

385
00:16:14,860 --> 00:16:19,259
价值50亿美元的多年期合作伙伴关系

386
00:16:19,259 --> 00:16:23,139
以及其在美国国内半导体供应链中的作用

387
00:16:23,139 --> 00:16:24,419
去年的第四季度

388
00:16:24,419 --> 00:16:27,100
也就是10月11月跟12月啊

389
00:16:27,100 --> 00:16:30,769
华尔街投行和机构买入加仓了英特尔

390
00:16:30,769 --> 00:16:31,610
这支股票

391
00:16:31,610 --> 00:16:33,450
大致的区间范围呢

392
00:16:33,450 --> 00:16:38,480
是在啊这个啊我我画的这个范围之内啊

393
00:16:38,480 --> 00:16:40,600
啊买他们买入之后啊

394
00:16:40,600 --> 00:16:42,559
这个英特尔的股价在今年年初

395
00:16:42,559 --> 00:16:43,840
也就是1月份的时候啊

396
00:16:43,840 --> 00:16:45,559
就拉涨了一波啊

397
00:16:45,559 --> 00:16:47,600
可能是拉涨一波之后

398
00:16:47,600 --> 00:16:50,200
华尔街当时买入的这部分头寸啊

399
00:16:50,200 --> 00:16:52,779
就啊落袋为安出货了

400
00:16:52,779 --> 00:16:55,720
然后英特尔呢最高是到54这个价格

401
00:16:55,720 --> 00:16:58,240
最近呢这股价又开始回落呃

402
00:16:58,240 --> 00:17:00,500
跌到了现在44这个价格

403
00:17:00,500 --> 00:17:02,179
那现在44这个价格

404
00:17:02,179 --> 00:17:04,779
相对于他们在四季度买入的时候啊

405
00:17:04,779 --> 00:17:07,099
还是啊有所盈利的

406
00:17:07,099 --> 00:17:10,680
但是呢啊这个价格相对于当时的价格来看啊

407
00:17:10,680 --> 00:17:13,789
只能可能只是勉强喝上了一口汤

408
00:17:13,789 --> 00:17:17,069
英特尔呢是一支老牌的半导体芯片股

409
00:17:17,069 --> 00:17:19,130
但是这支股票呢在咱们这个频道啊

410
00:17:19,130 --> 00:17:22,150
啊聊的非常的少

411
00:17:22,150 --> 00:17:24,289
我好像在视频当中

412
00:17:24,289 --> 00:17:26,289
基本上就没怎么聊过英特尔了

413
00:17:26,289 --> 00:17:28,949
因为英特尔这家公司怎么说呢

414
00:17:28,949 --> 00:17:31,949
啊它在整个半导体芯片领域啊

415
00:17:31,949 --> 00:17:35,900
它的发展相对来说呃比较的落后啊

416
00:17:35,900 --> 00:17:39,200
这支股票呢在啊半导体芯片这个板块

417
00:17:39,200 --> 00:17:42,039
也嗯不算是强势

418
00:17:42,039 --> 00:17:44,619
就是咱很多这个投资界啊

419
00:17:44,619 --> 00:17:49,219
包括很多呃科技界的这个把啊

420
00:17:49,219 --> 00:17:51,940
这个英特尔啊叫做牙膏厂啊

421
00:17:51,940 --> 00:17:54,880
意思就是说这家公司就像是挤牙膏一样

422
00:17:54,880 --> 00:17:56,339
这个一点一点往外挤

423
00:17:56,339 --> 00:17:59,539
就说明他这个呃产品的更新进步呢

424
00:17:59,539 --> 00:18:01,980
发展的呢是比较的缓慢的

425
00:18:01,980 --> 00:18:03,640
所以这支股票呢一直啊

426
00:18:03,640 --> 00:18:06,150
我其实关注的并不是很多

427
00:18:06,150 --> 00:18:07,829
然后从估值上来看呢

428
00:18:07,829 --> 00:18:12,960
英特尔当前的整体估值水平啊也并不算低啊

429
00:18:12,960 --> 00:18:15,940
他现在的TRAVELLINGPE是88.08

430
00:18:15,940 --> 00:18:19,819
forward pe前瞻市盈率呢是56.50啊

431
00:18:19,819 --> 00:18:23,480
咱对比隔壁的这个半导体芯片界的龙头老大

432
00:18:23,480 --> 00:18:24,690
达哥啊

433
00:18:24,690 --> 00:18:26,650
英特尔现在的这个估值啊

434
00:18:26,650 --> 00:18:30,170
是比达格的估值还要高不少

435
00:18:30,170 --> 00:18:31,529
所以在这种情况下

436
00:18:31,529 --> 00:18:35,769
我觉得还不如去考虑啊买入布局达哥呀

437
00:18:35,769 --> 00:18:39,009
甚至说是像刚才咱们说到的这个美光科技

438
00:18:39,009 --> 00:18:42,809
MU啊这一类的这个啊半导体芯片股啊

439
00:18:42,809 --> 00:18:44,859
同同样都是半导体芯片股

440
00:18:44,859 --> 00:18:49,599
这个呃达哥跟MU的股价呢又比较的强势

441
00:18:49,599 --> 00:18:54,309
而且呃呃增长呢又是比较的啊迅猛

442
00:18:54,309 --> 00:18:57,410
同时呢估值相对于英特尔来说

443
00:18:57,410 --> 00:18:59,170
可能还会更低一些

444
00:18:59,170 --> 00:19:00,410
但如果咱有些朋友

445
00:19:00,410 --> 00:19:02,549
就是对英特尔有这样一种情结

446
00:19:02,549 --> 00:19:03,210
说老李啊

447
00:19:03,210 --> 00:19:07,200
我之前的电脑CPU啊一直都是用的呃英特尔的CPU

448
00:19:07,200 --> 00:19:10,099
对英特尔呢就是有这样一种情节啊

449
00:19:10,099 --> 00:19:15,009
对那对这只股票呢我就想啊去啊买入进行布局

450
00:19:15,009 --> 00:19:18,449
你呢就给我们这个啊建议的价格点位啊

451
00:19:18,449 --> 00:19:20,088
啊我们按照你这个点位呢

452
00:19:20,088 --> 00:19:21,609
我就想去进行布局

453
00:19:21,609 --> 00:19:22,890
那这样的话啊

454
00:19:22,890 --> 00:19:25,490
咱们从技术面上来看啊

455
00:19:25,490 --> 00:19:29,210
这边60日移动平均线的这样一个啊

456
00:19:29,210 --> 00:19:32,680
支撑位呢是在诶这个价格是42左右啊

457
00:19:32,680 --> 00:19:34,700
42左右可以对啊

458
00:19:34,700 --> 00:19:37,200
英特尔考虑去啊进行开仓

459
00:19:37,200 --> 00:19:39,960
然后下方这个位置是35的

460
00:19:39,960 --> 00:19:41,079
这样一个支撑位啊

461
00:19:41,079 --> 00:19:45,829
35是进一步加仓的这样一个啊价格点位啊

462
00:19:45,829 --> 00:19:49,410
这两个位置呢你可以作为参考得嘞

463
00:19:49,410 --> 00:19:53,039
咱今天呢主要就是来跟大家讲这五只股票

464
00:19:53,039 --> 00:19:56,160
那关于这五只股票大家有什么看法或者是建议

465
00:19:56,160 --> 00:19:59,549
都可以在我的评论区里面尽情的输出

466
00:19:59,549 --> 00:20:01,890
今天这期视频呢不算短

467
00:20:01,890 --> 00:20:03,730
已经20分钟以上了

468
00:20:03,730 --> 00:20:05,309
那视频能坚持看到这的

469
00:20:05,309 --> 00:20:07,679
相信都是老李的铁粉忠粉

470
00:20:07,679 --> 00:20:08,538
依照惯例

471
00:20:08,538 --> 00:20:11,439
还是求各位粉丝一键三连点赞

472
00:20:11,439 --> 00:20:12,929
评论加转发

473
00:20:12,929 --> 00:20:14,868
还没有订阅老李频道的朋友呢

474
00:20:14,868 --> 00:20:17,170
抓紧时间点上一首订阅

475
00:20:17,170 --> 00:20:21,450
某某券商的新春超值福利已全面上线啊

476
00:20:21,450 --> 00:20:22,549
大家走过路过

477
00:20:22,549 --> 00:20:24,039
千万不要错过

478
00:20:24,039 --> 00:20:24,839
美国用户

479
00:20:24,839 --> 00:20:27,000
现在通过老李的专属邀请链接

480
00:20:27,000 --> 00:20:27,779
开户入金

481
00:20:27,779 --> 00:20:32,089
最高可获得价值1000美金的免费英伟达股票

482
00:20:32,089 --> 00:20:35,849
闲置资金享受8.1%的高利息

483
00:20:35,849 --> 00:20:36,569
除此之外

484
00:20:36,569 --> 00:20:38,099
在新春活动期间

485
00:20:38,099 --> 00:20:39,400
入金任意金额

486
00:20:39,400 --> 00:20:42,980
即可获得价值100美金的亚马逊里卡

487
00:20:42,980 --> 00:20:45,960
此次新春好礼截止到3月11日

488
00:20:45,960 --> 00:20:47,799
朋友们抓紧行动起来

489
00:20:47,799 --> 00:20:50,160
加拿大粉丝开户入金1000加币

490
00:20:50,160 --> 00:20:53,509
即可获得60加币的现金奖励

491
00:20:53,509 --> 00:20:57,789
同时还有机会获得三天两夜纽约交易殿堂之旅

492
00:20:57,789 --> 00:21:00,039
机酒全包免费旅行

493
00:21:00,039 --> 00:21:03,480
此外在3月3日之前点击链接开户入金

494
00:21:03,480 --> 00:21:07,740
可以额外再获得最高88加币的现金红包

495
00:21:07,740 --> 00:21:11,460
最近这个贵金属黄金白银呢非常的火热啊

496
00:21:11,460 --> 00:21:13,720
暴涨暴跌波动非常的大

497
00:21:13,720 --> 00:21:16,539
我们通过木木里面自带的这个AATR

498
00:21:16,539 --> 00:21:17,400
技术指标啊

499
00:21:17,400 --> 00:21:19,490
其实就能看出一些端倪

500
00:21:19,490 --> 00:21:22,190
这里我们可以看到在这波暴跌之前

501
00:21:22,190 --> 00:21:25,029
AATR指标急剧抬升啊

502
00:21:25,029 --> 00:21:26,599
远超过往均值

503
00:21:26,599 --> 00:21:28,279
除了这个AATR之外呢

504
00:21:28,279 --> 00:21:30,759
木木当中还有非常多的技术指标

505
00:21:30,759 --> 00:21:32,539
可以随时调用出来

506
00:21:32,539 --> 00:21:34,009
供我们参考

507
00:21:34,009 --> 00:21:35,009
心动不如行动

508
00:21:35,009 --> 00:21:37,869
朋友们抓紧时间到视频下方的描述栏

509
00:21:37,869 --> 00:21:42,180
或置顶评论当中找到我的专属邀请链接

510
00:21:42,180 --> 00:21:43,920
点击进去开户入金

511
00:21:43,920 --> 00:21:47,589
领取非常超值的粉丝专属福利

512
00:21:47,589 --> 00:21:48,869
感谢大家的收看

513
00:21:48,869 --> 00:21:51,039
让我们下期再见

共 6 条，按点赞数排序。

共 3 条，按视频时间排序。