【直播回放】美股投资 2026年06月12日20点场

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过去心不信没代表

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不过有时间

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够我没有后顾

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夜宵贪玩

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十眼也七岁时

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日无多

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方不敢偷懒

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还愿中未了

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反倒后总不太忙

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然后突然今秋望望身边应该有已尽有

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我替你酒跑车相机金表也讲究

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直到世间个个也牢记

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仍不怎么又有

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如果想有没有我没有

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其实已用尽所拥有

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曾付出几多心跳

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怀面取一堆堆的发票

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人直等命运中减少几秒多

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快一截了

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一秒钟捉得紧了

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而你忽竟偷偷送了

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为何用刀尽了

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只只怕人紧要

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15分钟整理一下

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整理一下资料

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无力是无止境

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活着多好

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不需沉默

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无情也一般子高伤心高

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自己都不靠近

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我注定勇

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曾说梦

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盼着假力

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为何消亡的是命

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埋没了人性

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人性

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我忘了了为什么高兴

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曾付出几多心跳来换取一堆堆的发表情分

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如冥冥中感知你多卖一场

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你从中忍了已哭泣

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偷偷睡了

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为何看到尽了自己一人等你

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从前那关于光阴的仇恨

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回头走天涯

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令你真要实处

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是我好友没到实转角

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还言情里几多心跳

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人面跟水争漂

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面对照明自己

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亦都分析不了得到多与思

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也许真的风里乱

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哪个倒影多么可笑

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灵魂一边卖衣

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相思也没心

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天笑人

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话讲都不肯要重做几身边一样秒计划表

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叫做得到虽然可怕

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心NO NO NO

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还剩低几多

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心跳还在书

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等不及了

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我最贵是这刻我讲了

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在世界里问过一生

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没有你

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共你干杯再举住

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突然间想看半年盘中透着那味意

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大概今生有些事是提早都不可以明明白其妙处

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就像你当日痛心

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她回绝一番美意

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就发发现你从情的背后学懂开解与欢旋

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也像我很的公事

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此际无空

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原来并没有事

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真想不到当初无人

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今天竟黑跟着眼泪子越来越记挂

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开始时捱一些苦

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栽种绝处的花

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东边南山顶美沉默

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不知太过青春的快餐

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只要求快

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OKOKOK那今天的节目就开始

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大家可以听到我说话吗

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如果没有问题的话

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在评论区扣一个一就OK

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咳在评论区扣一个一

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OKOKOK我们先回答一下问题吧

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嗯就昨晚空仓到现在踏空了怎么办

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是现在追还是等下一波回调

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嗯我个人是觉得啊可以等的

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不着急

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比如说你看今天的半导体是绿的

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然后大盘是红的啊

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当然也不能说他们两个的相关性是怎样的

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就是资金可能会在短时间内会追逐一个嗯

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今天上市的space

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这种炒作的资金可能从半导体上面卖出去

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然后去买space

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所以说当然所以说不要着急啊

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他不会说啊

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90度往直接往上走

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然后完全加不到这种可能性太小

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然后对存储这一波怎么看

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现在的价格贵不贵

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会改变存储行业周期性质吗

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能炒能买不能信仰

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OK就是能炒能买

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不能信仰哦

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因为额今天不是出公告了吗

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就是大概率海海力士在8月份会上市

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那么如果你是按照市盈率来看的话

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那SK海力士的市盈率特别特别低

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特别特别低

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那相当于你就相当于一个非常便宜的价格上市

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在美股

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这对于韩国市场或者是韩国人来说

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这是不利的

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这是不利的

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所以存储大概后面还会来一波大的

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会把它炒到一个按市盈率这样的一个价格上市

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或者是等它上市

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短时间会继续炒一波

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这种可能性是比较大的

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因为呃目前来看的话

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长期协议就是存储的

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长期协议确实的价格不断的攀升

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他确实有这么条件去让去用市市盈率

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去重新给他估算

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美光也是一样的咳

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然后韩国存储跳水怎么看哦

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今天是主要是出了一个小作文吧

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啊不也不算是作文吧

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算一个消息

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就是华尔街这一边不让机构加这么多杠杆

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买存储

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这些都是噪音了

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这些都是噪音

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都是噪音

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什么样

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不是噪音

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是AI的融资出问题了

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云厂商的资本支出出问题了

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这个才是最大问题

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OK或者是大模型厂商的收额收入下降了

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或者是放缓了

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这是出问题的

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其他这一些都是比较偏向于泡沫

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都是比较偏向呃不偏向于呃

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噪音多一点点咳

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然后纳指怎么看

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去年2600前几天想着回调10%以上嗯

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目前半导体太强了

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主要是半导体整一个基本面啊

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包括资金面太强了

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所以如果你是看看这个纳指的话

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可能跌不跌下去哦

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你要十个点以上的话

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很难比较难

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加上space一上市

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它就会它就是一个纳指的成分股

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也会跟你一块炒作的话

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这有点难

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标普就未必了

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标普未必

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然后存储跳水存储还是刚才也是那样的

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就是比较咳拼噪音多一点点

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OK然后robin ho哦

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哦ruin hot哦

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挺好挺好的挺好的

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这个券商如果这样的话

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space不会破发

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大概率不会破发

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我说的大概率是99%

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哈哈哈哈哇99%哈

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OKOKOK99%不会破防

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因为申购的热情太太棒了太棒太棒了

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我不知道诶

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我不知道大家有没有中签啊

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或者是IPO可以有配额

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反正我是没有配额的

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大姐有吗

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有吗

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有吗我我我反正好像挺困难的

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特别多人在抢

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对特别特别多人在抢啊

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然后嗯所以所以是不会啊

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不会破防

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OK不会爆发

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因为热情太忘了

189
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然后日本加息怎么样

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今呃已经是计价了

191
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就是市场已经是计价了

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不会有什么影响

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卧室讲话

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卧室讲话也不会有什么影响

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放音也不会有影响

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市场的预期不在于加息降息

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就是市场认为只要不打仗或者出现缓和

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就不会加息

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所以你到底讲话还是不讲话

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还是怎么地都不会都不会有影响

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或者是特朗普的言行会比沃什的言行

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影响的程度要大非常多大

203
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a am要跑吗

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哦我DRAM这个咳

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这个你得看哦

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你得认为存储是在什么样的一个位置吧

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你看这炒的主线很明显啊

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AI吗

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现在可能出现一个短时间的一个热点

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就是space

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那如果你说回到业绩来看的话

212
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目前日本的韩国的存储他是比较低估的

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就比比较低估

214
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然后费半美国的费办是比较高估的

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00:14:05,070 --> 00:14:09,240
日本的半导体业是比较合理估值的

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这个是ETF来看的

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OKETF来看

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相对比较高估啦

219
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还没有到泡沫了咳

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所以得看你得知道存储是个什么东西才行

221
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然后美联储会加息

222
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加不了加不了

223
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会放音不会加息

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OK会放音

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只要放音的姿态就可以

226
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不会加息

227
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你就算加息的话

228
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最多就一次可能也是象征性加息而已

229
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不会对金融市场造成一个比较大的负面的影响

230
00:14:59,379 --> 00:15:01,440
那今天低吸半导体吗

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诶今天这个朋友就就OK了

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就是目前市场上面今天主角肯定就是SPX了

233
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这毋庸置疑的

234
00:15:12,129 --> 00:15:15,639
那资金要不要提前交易啊

235
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是我是要卖出半导体

236
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然后去冲space还是SUSPX

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开盘冲高破发的资金去半导体啊

238
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你们肯定会在两个兜兜转

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他他们不会不会傻到去做什么IGV吧对吧

240
00:15:38,909 --> 00:15:40,730
不会傻到做IGB吧

241
00:15:40,730 --> 00:15:43,570
所以你要不就是半导体

242
00:15:43,570 --> 00:15:46,230
要不就是space

243
00:15:46,230 --> 00:15:50,470
然后space这些他有热点

244
00:15:50,470 --> 00:15:52,649
有散户的热情

245
00:15:52,649 --> 00:15:54,409
没有业绩

246
00:15:54,730 --> 00:15:56,840
半导体有业绩

247
00:15:57,360 --> 00:16:02,220
大型机构是不会做没有业绩的股票了

248
00:16:02,220 --> 00:16:06,269
OK这个我我需要跟大家说一说

249
00:16:06,269 --> 00:16:07,789
就是大型机构

250
00:16:07,789 --> 00:16:13,840
它有的时候它里面的规律就是不是纪律

251
00:16:13,840 --> 00:16:17,700
就要求他们不能做没有业绩的公司

252
00:16:20,059 --> 00:16:26,269
所以说嗯所以说就是今天低吸

253
00:16:27,720 --> 00:16:30,240
有可能哦有可能哦

254
00:16:30,240 --> 00:16:31,679
不过你得看点位吧

255
00:16:31,679 --> 00:16:34,779
你看昨天炒的这么狠

256
00:16:34,779 --> 00:16:36,059
半半导体

257
00:16:36,059 --> 00:16:40,220
那如果半导体跑到什么样把

258
00:16:40,220 --> 00:16:46,169
啧就是跑到把昨天的涨幅吃了一大半

259
00:16:46,169 --> 00:16:48,330
那那那个算是低吸

260
00:16:48,330 --> 00:16:49,830
不过要分仓

261
00:16:49,830 --> 00:16:51,029
不要梭哈

262
00:16:51,029 --> 00:16:51,985
Ok

263
00:16:53,580 --> 00:16:57,230
怎么看SPECT上市热情很高傲

264
00:16:57,230 --> 00:16:58,330
要求很高

265
00:16:58,330 --> 00:16:59,730
大概率会涨

266
00:16:59,730 --> 00:17:02,809
不是大概率99%会涨了

267
00:17:02,809 --> 00:17:05,910
可是你要追的话没法知道

268
00:17:05,910 --> 00:17:09,000
除非大家是有就是跟我一样

269
00:17:09,000 --> 00:17:14,569
就是有那种期权的监控的的一个AI才行

270
00:17:14,569 --> 00:17:17,670
包括现在space上市没期权吗

271
00:17:17,670 --> 00:17:20,789
所以本质上来说没法知道

272
00:17:20,789 --> 00:17:23,230
没法知道涨是大概率会涨

273
00:17:23,230 --> 00:17:24,089
涨多少

274
00:17:24,089 --> 00:17:27,720
这很难预测呀

275
00:17:27,720 --> 00:17:34,779
因为还还不知道有多多少人是直接开盘就卖啊

276
00:17:34,779 --> 00:17:37,210
咳我是看好

277
00:17:37,529 --> 00:17:39,130
就是我个人认为

278
00:17:39,130 --> 00:17:40,250
如果充到200块钱

279
00:17:40,250 --> 00:17:43,170
我也觉得很正常

280
00:17:44,460 --> 00:17:49,650
你认为你认为美国会price in吗

281
00:17:49,650 --> 00:17:54,329
然后假设财报下杀买海力士如何

282
00:17:54,329 --> 00:17:56,690
这这这是不合理的

283
00:17:56,690 --> 00:17:59,630
宝宝这个宝宝这个恋爱吧

284
00:17:59,630 --> 00:18:02,269
这个宝宝这是不合理的

285
00:18:03,269 --> 00:18:07,980
因为因为他们就怎么说呢

286
00:18:07,980 --> 00:18:11,079
你看机构给美光的目标价是多少啊

287
00:18:11,079 --> 00:18:13,579
哇将近翻倍啊

288
00:18:14,109 --> 00:18:16,089
JOJO有一个很大的问题啊

289
00:18:16,089 --> 00:18:19,069
五美观到底price是什么

290
00:18:19,559 --> 00:18:23,559
美光现在不是说要price in还是什么price

291
00:18:23,559 --> 00:18:25,289
不price in的问题

292
00:18:25,289 --> 00:18:27,490
美光最大的问题在于

293
00:18:27,490 --> 00:18:31,650
机构到底认不认可它的市盈率定价

294
00:18:32,140 --> 00:18:35,220
如果一旦认可了市盈率定价的话

295
00:18:35,220 --> 00:18:37,380
它得继续涨

296
00:18:38,789 --> 00:18:42,309
所以财报预测财报本身没有用的

297
00:18:42,309 --> 00:18:44,390
财报可能会平平无奇

298
00:18:44,390 --> 00:18:45,329
也可能会涨

299
00:18:45,329 --> 00:18:46,829
也可能会微杀

300
00:18:46,829 --> 00:18:48,170
可是不会大杀

301
00:18:48,170 --> 00:18:50,049
不会像甲骨文那样杀

302
00:18:50,049 --> 00:18:51,690
如果美光也不行

303
00:18:51,690 --> 00:18:53,690
海力士也会炸

304
00:18:54,349 --> 00:18:57,138
因为机构现在是啊

305
00:18:57,138 --> 00:18:59,019
其实跟我也差不多

306
00:18:59,019 --> 00:19:00,739
因为我也是按照机构来的

307
00:19:00,739 --> 00:19:03,679
所以现在机构也是不买个股

308
00:19:03,679 --> 00:19:05,369
他们买ETF

309
00:19:05,369 --> 00:19:06,690
我不做个股

310
00:19:06,690 --> 00:19:07,970
因为个股你没发现

311
00:19:07,970 --> 00:19:11,659
就大家有没有发现就是个股超级难做

312
00:19:11,659 --> 00:19:16,318
你看昨天的甲骨文就直接爆掉了吧对吧

313
00:19:16,318 --> 00:19:17,439
还有什么

314
00:19:17,439 --> 00:19:20,089
还有像高通

315
00:19:20,089 --> 00:19:21,569
还有存储

316
00:19:21,569 --> 00:19:24,299
这帮也是分化的

317
00:19:24,299 --> 00:19:26,220
他们走势是不一样的

318
00:19:26,220 --> 00:19:27,660
那还不如做什么

319
00:19:27,660 --> 00:19:32,009
最最简单的事情就是做ETF

320
00:19:32,450 --> 00:19:34,529
做ETF机构也是这样的

321
00:19:34,529 --> 00:19:39,388
因为真的不知道谁真牛逼

322
00:19:39,388 --> 00:19:41,269
不知道谁真牛逼

323
00:19:41,269 --> 00:19:45,799
所以所以你可以理解为镁光海力士

324
00:19:45,799 --> 00:19:47,960
它们是一体的

325
00:19:49,079 --> 00:19:52,000
然后space几点交易当然可以啊

326
00:19:52,000 --> 00:19:53,319
一开盘就OK了

327
00:19:53,319 --> 00:19:58,828
缩表缩表的话其实说不说表也不重要

328
00:19:58,828 --> 00:20:02,619
说表的话大概不是现在了

329
00:20:05,960 --> 00:20:11,119
缩表不是现在可能会过一两个季度

330
00:20:11,119 --> 00:20:13,319
你不可能一上来就缩表啊

331
00:20:13,319 --> 00:20:17,900
这你不是闹着玩吗对吧

332
00:20:17,900 --> 00:20:20,039
你这个太激进了吧

333
00:20:27,839 --> 00:20:30,099
老登肯定是啊

334
00:20:30,099 --> 00:20:34,410
大家这个老登和在A股的老邓

335
00:20:36,990 --> 00:20:41,769
我只能说做消费的股票都不太行

336
00:20:42,490 --> 00:20:44,630
就是做消费的股

337
00:20:44,630 --> 00:20:47,890
做一些传统行业的股都不太行

338
00:20:47,890 --> 00:20:49,900
主线还是AI啊

339
00:20:49,900 --> 00:20:54,420
存储半导体这一些哎呀其实就是AI这玩意

340
00:20:54,420 --> 00:20:57,220
现在不就是AI加个太空吗

341
00:20:57,579 --> 00:20:58,099
对吧

342
00:20:58,099 --> 00:21:01,220
你你只要做AI的话就没问题

343
00:21:10,380 --> 00:21:17,429
嗯美光距离上次财报三倍翻倍是翻倍吗

344
00:21:17,429 --> 00:21:18,729
业绩再好

345
00:21:18,729 --> 00:21:21,059
我觉能刷到660

346
00:21:21,059 --> 00:21:23,740
嗯刷到660有点困难

347
00:21:23,740 --> 00:21:32,150
最起码我从期权上面看见小put那个程度

348
00:21:32,150 --> 00:21:37,190
刷到660的可能性只能说是微乎其微

349
00:21:37,190 --> 00:21:39,595
只能说是微乎其微

350
00:21:42,220 --> 00:21:44,769
因为还没到660

351
00:21:44,769 --> 00:21:49,829
可能很多的哥们在850块钱等着你

352
00:21:49,829 --> 00:21:52,349
特别多的小铺子

353
00:21:56,220 --> 00:22:01,220
然后嗯对两倍海力士怎么看

354
00:22:01,220 --> 00:22:03,640
看50成本不敢做题

355
00:22:03,640 --> 00:22:04,660
磨损有点大

356
00:22:04,660 --> 00:22:08,960
发发行方改变两倍策略

357
00:22:08,960 --> 00:22:13,440
我只想胜持有到98月份再看

358
00:22:13,440 --> 00:22:16,250
OK嗯好了

359
00:22:16,250 --> 00:22:18,009
现在这么多的同学

360
00:22:18,009 --> 00:22:19,990
我只能说哈

361
00:22:19,990 --> 00:22:21,410
不要我

362
00:22:21,410 --> 00:22:27,839
我上一次直播就说不要做任何的杠杆ETF产品

363
00:22:27,839 --> 00:22:29,980
OK不要做

364
00:22:29,980 --> 00:22:31,200
你加杠杆

365
00:22:31,200 --> 00:22:33,529
你选择期权

366
00:22:33,529 --> 00:22:35,230
选择lip CORE

367
00:22:35,230 --> 00:22:37,710
不要选择这种东西

368
00:22:37,710 --> 00:22:39,069
因为也是这样

369
00:22:39,069 --> 00:22:41,019
有磨损啊

370
00:22:41,019 --> 00:22:42,380
很大的

371
00:22:42,380 --> 00:22:46,539
而且这种磨损期权的磨损是由什么呀

372
00:22:46,539 --> 00:22:49,630
是由可你你可以控制的

373
00:22:49,630 --> 00:22:50,710
你可以控制

374
00:22:50,710 --> 00:22:52,289
就是你买长时间长

375
00:22:52,289 --> 00:22:55,479
那我在你买很长的时间

376
00:22:55,479 --> 00:22:58,179
那我在短期时间我的磨损就特别小

377
00:22:58,179 --> 00:23:00,250
相当于什么无风险

378
00:23:00,250 --> 00:23:01,150
无磨损

379
00:23:01,150 --> 00:23:04,009
无成本的一个杠杆

380
00:23:04,549 --> 00:23:07,289
可是你一旦加了两倍杠杆之后

381
00:23:07,289 --> 00:23:10,619
因为他每一天都要什么重置这个杠杆

382
00:23:10,619 --> 00:23:14,240
所以它会有机有那个磨损的

383
00:23:14,519 --> 00:23:16,960
最重要的是这种磨损你不可控

384
00:23:17,960 --> 00:23:22,200
你没法控制它这个最大的问题

385
00:23:22,200 --> 00:23:28,650
所以两倍的策略OK不要知道吗

386
00:23:28,650 --> 00:23:29,990
就最好不要碰

387
00:23:31,710 --> 00:23:33,190
最好不要碰

388
00:23:34,740 --> 00:23:37,740
然后嗯下就是下半问题

389
00:23:37,740 --> 00:23:40,460
我想持有8月份

390
00:23:41,470 --> 00:23:43,430
如果他8月份表现好的话

391
00:23:43,430 --> 00:23:45,750
他不单只涨到8月份

392
00:23:46,220 --> 00:23:53,980
对他他会如果他8月份走的很棒的话

393
00:23:54,250 --> 00:23:57,089
那大大概率是00年

394
00:23:57,089 --> 00:24:03,390
OK啊大家大家有大家应该有经历过00年吗

395
00:24:03,390 --> 00:24:06,589
如果8月份它还爆炸涨的话

396
00:24:06,589 --> 00:24:09,750
那它会去到00年哦

397
00:24:09,750 --> 00:24:15,079
今年是00年都会有杠杆的的宝宝们

398
00:24:15,079 --> 00:24:17,839
因为人性他就会催生杠杆

399
00:24:17,839 --> 00:24:20,839
不催生泡沫都会有泡沫的

400
00:24:20,839 --> 00:24:23,559
只不过大大小小而已

401
00:24:24,349 --> 00:24:26,670
因为人性会有泡沫

402
00:24:26,670 --> 00:24:30,049
人性泡沫是因为人性而催发出来的

403
00:24:30,049 --> 00:24:33,035
不是股票催发出来的

404
00:24:33,609 --> 00:24:37,049
然后你的行权价是多少

405
00:24:37,049 --> 00:24:38,329
我个人是行权价

406
00:24:38,329 --> 00:24:42,490
因为这个DRM这一些行权价

407
00:24:42,490 --> 00:24:48,619
我买的是327年3月份6月份的期权

408
00:24:48,619 --> 00:24:51,400
然后因为他的行权价

409
00:24:51,400 --> 00:24:53,960
其实我没有什么行权价的

410
00:24:53,960 --> 00:24:57,279
因为他的这个期权有一些行权价

411
00:24:57,279 --> 00:24:58,640
它的价太少了

412
00:24:58,640 --> 00:25:01,440
他的未平仓量太小了

413
00:25:01,440 --> 00:25:05,630
所以它流动性太太太有问题了

414
00:25:05,630 --> 00:25:06,890
只能是什么

415
00:25:06,890 --> 00:25:09,490
只能是买那些未平仓量比较多的

416
00:25:09,490 --> 00:25:12,700
不然的话我是不打算行权的

417
00:25:12,859 --> 00:25:17,099
因为不然的话你你中途平仓的话会特别难平

418
00:25:17,099 --> 00:25:18,349
特别难平

419
00:25:18,349 --> 00:25:20,789
所以你DMM你买的话

420
00:25:20,789 --> 00:25:22,309
这种波动率比较大的话

421
00:25:22,309 --> 00:25:23,950
最好是不要看行权价

422
00:25:23,950 --> 00:25:25,769
最好是看未平仓量

423
00:25:25,769 --> 00:25:28,250
就是等你要不要做波段的时候

424
00:25:28,250 --> 00:25:30,049
你做不断要走的时候

425
00:25:30,049 --> 00:25:31,289
你最起码能走得掉

426
00:25:31,289 --> 00:25:33,410
不会付出太多的溢价

427
00:25:34,549 --> 00:25:40,190
然后短线持续上行的两倍还行

428
00:25:40,190 --> 00:25:41,349
对对对对对

429
00:25:41,349 --> 00:25:43,809
长期磨损太大了

430
00:25:43,809 --> 00:25:45,539
很大很大

431
00:25:45,539 --> 00:25:50,940
OK那剩下的我就直播30分钟

432
00:25:50,940 --> 00:25:53,380
OK那么还有6分钟

433
00:25:53,660 --> 00:25:57,789
那我先说一下今天怎么样做交易

434
00:25:57,789 --> 00:26:01,690
我个人呢不透不构成任何的投资建议

435
00:26:01,690 --> 00:26:03,190
我个人呢

436
00:26:04,700 --> 00:26:06,380
首先无需预测

437
00:26:06,380 --> 00:26:08,400
预测是没有效果的

438
00:26:08,400 --> 00:26:14,929
然后现在DRM盘中他是跌了3.3%

439
00:26:14,929 --> 00:26:18,829
那昨天才昨天涨多少13%啊

440
00:26:20,730 --> 00:26:22,349
相当于没跌一样

441
00:26:22,349 --> 00:26:26,549
OK所以不用太担心什么S凯亚离时跳水了哇

442
00:26:26,549 --> 00:26:27,210
怎么办

443
00:26:27,210 --> 00:26:28,710
不用太担心

444
00:26:28,710 --> 00:26:30,349
然后

445
00:26:31,720 --> 00:26:34,819
半导体也是半导体也盘中盘中也跌

446
00:26:34,819 --> 00:26:36,880
不用太担心

447
00:26:37,979 --> 00:26:40,318
那么也印证了某个想法

448
00:26:40,318 --> 00:26:42,898
就是资金会不会再卖半导体

449
00:26:42,898 --> 00:26:45,119
再买space

450
00:26:46,660 --> 00:26:50,829
那如果他卖半导体出现了踩踏

451
00:26:51,230 --> 00:26:54,029
那半导体到底是买还是卖啊

452
00:26:54,029 --> 00:26:55,888
买点还是卖点

453
00:26:56,048 --> 00:26:58,808
你的踩大得出现到恐慌的程度

454
00:26:58,808 --> 00:27:01,169
那我就认为他是买点

455
00:27:02,900 --> 00:27:06,680
如果自从SPX一上市

456
00:27:06,680 --> 00:27:09,519
直接就跌穿了下去

457
00:27:09,519 --> 00:27:13,890
或者是怎么样拉升之后就开始下跌

458
00:27:13,890 --> 00:27:16,750
然后收盘的时候只涨了

459
00:27:16,750 --> 00:27:20,390
给了一根很大的绿棒

460
00:27:21,088 --> 00:27:25,848
那我可那我可就叫打一个问号

461
00:27:27,309 --> 00:27:31,069
那半导体这一些到底是买还是卖啊

462
00:27:31,069 --> 00:27:32,950
那肯定是不能买啊

463
00:27:32,950 --> 00:27:34,700
当然不说不让卖

464
00:27:34,700 --> 00:27:36,940
就是你要去做的是应对

465
00:27:38,259 --> 00:27:41,660
如果啊space c总资金太多

466
00:27:41,660 --> 00:27:44,920
这些半导体跌的很非常狠

467
00:27:44,920 --> 00:27:46,779
那我会去加

468
00:27:46,779 --> 00:27:48,799
我不会去卖

469
00:27:49,440 --> 00:27:53,000
OK因为还是那句话

470
00:27:53,000 --> 00:27:57,960
华尔街已经有大量的机构已经明确了

471
00:27:57,960 --> 00:28:00,339
他们的公司必须要做

472
00:28:00,339 --> 00:28:04,430
有啊有业绩的公司

473
00:28:05,589 --> 00:28:07,470
有业绩的公司

474
00:28:09,460 --> 00:28:12,019
所以这就是SPECT看法

475
00:28:12,190 --> 00:28:15,990
因为我我我个人是觉得大家应该是SPX都没有

476
00:28:15,990 --> 00:28:19,299
什么都没有说嗯呃就中签了

477
00:28:19,299 --> 00:28:20,799
因为中钱还比较困难

478
00:28:20,799 --> 00:28:22,460
如果你你让你中签的话

479
00:28:22,460 --> 00:28:24,119
就相当于你赚钱了

480
00:28:24,119 --> 00:28:27,420
赚钱概率可以去到99%

481
00:28:27,420 --> 00:28:29,319
我认为是99%了

482
00:28:29,319 --> 00:28:32,079
OK我认为99%

483
00:28:33,880 --> 00:28:35,059
那就这样

484
00:28:35,059 --> 00:28:37,940
然后呃我打算买长鑫存

485
00:28:37,940 --> 00:28:40,720
长鑫科技是长鑫存储吧

486
00:28:41,180 --> 00:28:46,509
不要不要有正确的答案

487
00:28:46,509 --> 00:28:48,470
在韩国存储

488
00:28:49,750 --> 00:28:54,039
OK韩国存储

489
00:28:55,700 --> 00:28:59,299
不要买某某存储

490
00:29:02,180 --> 00:29:04,759
然后还有一个问题啊

491
00:29:04,759 --> 00:29:09,099
我不知道大有如果今天没解决了

492
00:29:09,099 --> 00:29:12,799
6月12号的问题的朋友

493
00:29:12,799 --> 00:29:14,779
可以在评论区打个二

494
00:29:14,779 --> 00:29:17,949
我同我看一下有多少人打二

495
00:29:18,189 --> 00:29:21,588
就是你今天是在6月12号

496
00:29:21,588 --> 00:29:26,588
在购买某一些东西的时候有困难的

497
00:29:26,588 --> 00:29:28,489
你扣个二

498
00:29:29,119 --> 00:29:30,180
扣个二

499
00:29:30,180 --> 00:29:31,400
如果没有问题

500
00:29:31,400 --> 00:29:32,859
扣一就行

501
00:29:33,539 --> 00:29:38,539
就是哎突然发现怎么买不了了

502
00:29:39,400 --> 00:29:41,819
哎呦我滴天妈的开不了仓了

503
00:29:41,819 --> 00:29:43,480
怎么回事啊

504
00:29:43,480 --> 00:29:45,319
扣个二没有问题的

505
00:29:45,319 --> 00:29:46,559
扣个一

506
00:29:48,599 --> 00:29:49,200
有吗

507
00:29:51,000 --> 00:29:52,960
就只有一位同学吗

508
00:29:58,640 --> 00:30:00,000
就只有一位同学吗

509
00:30:01,079 --> 00:30:02,920
有一位同学吗

510
00:30:03,920 --> 00:30:08,279
哦那那看来大家都都有方有方式啊

511
00:30:09,118 --> 00:30:10,759
就是大家不要我

512
00:30:10,759 --> 00:30:15,239
我我也知道大家扣一是用什么方式啊

513
00:30:16,200 --> 00:30:21,538
有我先说一下大家一扣一的这个方式啊

514
00:30:21,538 --> 00:30:27,569
这个飞机这玩意儿它可能不是很合规的

515
00:30:29,450 --> 00:30:30,569
不是合规的

516
00:30:30,569 --> 00:30:32,849
不能长久的

517
00:30:33,429 --> 00:30:34,969
大家应该都用过

518
00:30:34,969 --> 00:30:37,680
那都都去香港过吧

519
00:30:37,799 --> 00:30:40,799
香港那时候开户可不是那样的

520
00:30:40,799 --> 00:30:45,440
可不是你挂个某个东西你就能用

521
00:30:45,440 --> 00:30:48,579
所以其实也还有一种方法

522
00:30:48,579 --> 00:30:51,869
大家可以去京东搜一下就知道了

523
00:30:52,269 --> 00:30:56,589
有个叫做兰卡大湾区蓝卡

524
00:30:56,589 --> 00:30:58,029
大家可以关注一下

525
00:30:58,029 --> 00:30:59,789
扣二的同学可以啊

526
00:30:59,789 --> 00:31:04,949
扣二的同学要要去啊哈这个是完全没问题的

527
00:31:04,949 --> 00:31:08,920
扣二的同学一年好像100块钱足够

528
00:31:08,920 --> 00:31:10,900
在交易的时候去处理的话

529
00:31:10,900 --> 00:31:13,160
去去去用它

530
00:31:13,329 --> 00:31:15,069
有有同学知道吗

531
00:31:15,069 --> 00:31:17,730
可以去京东搜一下

532
00:31:18,670 --> 00:31:20,089
这个是合规的

533
00:31:20,089 --> 00:31:21,470
合规合法

534
00:31:21,470 --> 00:31:23,309
没有任何的问题

535
00:31:23,309 --> 00:31:25,029
遵循国家法律

536
00:31:25,029 --> 00:31:27,644
做道德公民

537
00:31:29,700 --> 00:31:31,059
大家应该有知道

538
00:31:31,059 --> 00:31:32,299
知道的话扣个三

539
00:31:33,539 --> 00:31:38,400
在京东就能就就有办法知道的话扣个三

540
00:31:44,059 --> 00:31:46,460
大家知道吗

541
00:31:48,240 --> 00:31:52,000
因为我看见其实有部分同学还是比较什么

542
00:31:52,000 --> 00:31:54,069
比较遇到困难的

543
00:31:54,069 --> 00:31:57,190
今天6月12号扣个三

544
00:31:57,190 --> 00:32:00,309
在京东就能就能有了

545
00:32:01,529 --> 00:32:02,930
用可以搜一搜

546
00:32:05,009 --> 00:32:07,169
那就这样了嗯

547
00:32:07,169 --> 00:32:08,608
最后总结一下吧

548
00:32:08,608 --> 00:32:09,848
不要太慌张

549
00:32:09,848 --> 00:32:13,099
不要预判SPX上市怎么走法

550
00:32:13,099 --> 00:32:15,980
随机的这个东西他大

551
00:32:15,980 --> 00:32:18,660
因为他他大概率他自己找

552
00:32:19,700 --> 00:32:21,759
然后其他拼命跌

553
00:32:22,119 --> 00:32:22,880
那又怎么

554
00:32:22,880 --> 00:32:24,680
那怎么办对吧

555
00:32:24,680 --> 00:32:26,200
你你会冲进去吗

556
00:32:27,640 --> 00:32:28,859
这也是一个问题

557
00:32:28,859 --> 00:32:31,349
那如果冲进去被套了怎么办

558
00:32:33,019 --> 00:32:37,660
所以说啊我个人是很不太喜欢去打新的

559
00:32:37,660 --> 00:32:38,720
原因就这样

560
00:32:38,720 --> 00:32:41,990
因为美股的打新他比较随机性比较大

561
00:32:42,289 --> 00:32:43,690
学习性特别大

562
00:32:45,730 --> 00:32:48,960
今天主要关注的重点在于

563
00:32:49,440 --> 00:32:52,769
市场的流动性到底会发生什么样的变化

564
00:32:52,769 --> 00:32:57,329
其实市场流动性整体的流动性它会发生什么样

565
00:32:57,329 --> 00:32:59,230
它会发生溢出来的

566
00:32:59,230 --> 00:33:01,109
因为资金有很多资金

567
00:33:01,109 --> 00:33:04,660
他提前就把半导体给卖了

568
00:33:05,019 --> 00:33:07,299
这几天他把半导体给卖了

569
00:33:07,299 --> 00:33:09,609
就等着什么space

570
00:33:09,970 --> 00:33:12,450
所以suspects一上市的

571
00:33:12,450 --> 00:33:13,710
或者今天吧

572
00:33:13,710 --> 00:33:15,049
一上市

573
00:33:15,049 --> 00:33:20,960
其实是整个市场里面额流动性最棒的时候

574
00:33:20,960 --> 00:33:23,559
最棒的时候

575
00:33:25,359 --> 00:33:27,720
所以不要太慌了

576
00:33:27,720 --> 00:33:31,220
不要再说阿space x它会怎么影响市场

577
00:33:31,220 --> 00:33:32,200
这不重要

578
00:33:32,200 --> 00:33:38,390
重要的是适SPX到底对这个市场的一个资金量

579
00:33:38,390 --> 00:33:42,028
或者是资金流产生什么样的影响

580
00:33:42,028 --> 00:33:43,288
这个比较重要

581
00:33:43,288 --> 00:33:46,098
也不需要看大盘嗯

582
00:33:46,098 --> 00:33:47,499
做应对就好

583
00:33:47,499 --> 00:33:48,679
做应对就好

584
00:33:49,919 --> 00:33:53,919
然后有的同学说要不要追半导体

585
00:33:56,079 --> 00:33:57,539
不用吧

586
00:33:57,539 --> 00:33:59,599
半导体涨得挺狠的

587
00:33:59,599 --> 00:34:01,880
半导体虽然它涨得挺狠的话

588
00:34:01,880 --> 00:34:03,940
可是最起码在今天

589
00:34:03,940 --> 00:34:05,259
在今天的话

590
00:34:05,259 --> 00:34:08,159
如果你看到它跌的比较狠是可以的

591
00:34:08,159 --> 00:34:10,389
可是如果跌的不狠

592
00:34:10,829 --> 00:34:12,110
你害怕的话

593
00:34:13,230 --> 00:34:14,269
分批分批

594
00:34:14,269 --> 00:34:18,500
OK因为半导体这一个支撑位特别强悍

595
00:34:18,500 --> 00:34:20,840
都是放量的

596
00:34:20,840 --> 00:34:25,039
就他的支撑位是那种放量非常坚固的筹码

597
00:34:25,039 --> 00:34:27,708
在那里支撑的

598
00:34:27,708 --> 00:34:30,009
所以你我我个人认为啊

599
00:34:30,009 --> 00:34:34,128
就以xo a xx费半来说吧

600
00:34:36,260 --> 00:34:39,940
500块钱看到的可能性都几乎很少

601
00:34:40,849 --> 00:34:42,230
就是从现在开始

602
00:34:42,230 --> 00:34:46,639
半导体再跌15%的可能性都没有

603
00:34:46,880 --> 00:34:48,019
都没有

604
00:34:48,019 --> 00:34:53,139
最起码在销库销put上面很难

605
00:34:53,139 --> 00:34:54,099
特别难

606
00:34:54,099 --> 00:34:55,418
特别多人接

607
00:34:57,059 --> 00:34:58,818
特别多人接

608
00:35:00,579 --> 00:35:02,500
还有不要做空

609
00:35:02,500 --> 00:35:04,579
也不要做空SPX

610
00:35:04,579 --> 00:35:07,440
因为期权可能两三天之后就会出来了

611
00:35:07,440 --> 00:35:08,869
不要做空space

612
00:35:08,869 --> 00:35:10,610
不要做多半导体

613
00:35:10,610 --> 00:35:13,590
不要做空存储

614
00:35:13,590 --> 00:35:16,130
不要做空光模块

615
00:35:16,130 --> 00:35:17,269
不要做空

616
00:35:17,269 --> 00:35:21,289
某A的银行装没有

617
00:35:21,289 --> 00:35:23,389
大家大家可以用用一下

618
00:35:23,389 --> 00:35:25,849
今天手机在的话

619
00:35:25,849 --> 00:35:28,889
看一下这个银行怎么表现哦

620
00:35:28,889 --> 00:35:31,309
再看一下上证怎么表现哦

621
00:35:31,309 --> 00:35:33,170
某A的银行啊

622
00:35:33,170 --> 00:35:35,230
银行ETF啊

623
00:35:35,230 --> 00:35:36,869
你就知道我说什么

624
00:35:36,869 --> 00:35:38,070
知道没有

625
00:35:38,070 --> 00:35:39,690
不要做空银行

626
00:35:39,690 --> 00:35:40,750
某A的银行

627
00:35:40,750 --> 00:35:46,079
OK然后不要做空日本的材料

628
00:35:46,559 --> 00:35:51,960
OK不要做工什么AMD什么英特尔这一坨东西

629
00:35:52,800 --> 00:35:56,980
OK这个是最重要的主线是什么

630
00:35:56,980 --> 00:36:00,059
主线是AI半导体

631
00:36:00,059 --> 00:36:04,659
附赠的半导体只是AI的产业链的一环

632
00:36:04,659 --> 00:36:08,650
只不过目前半导体的利润释放的最快

633
00:36:08,650 --> 00:36:12,690
那就是先做半导体等其他环节

634
00:36:12,690 --> 00:36:14,530
有那一个利润的释放

635
00:36:14,530 --> 00:36:16,590
我们再做其他的

636
00:36:17,190 --> 00:36:18,150
做简单题

637
00:36:19,150 --> 00:36:22,019
OK做容易判断的题目

638
00:36:22,019 --> 00:36:25,139
然后现在呢短期可能加了一个太空

639
00:36:25,139 --> 00:36:28,000
可是太空是没业绩的

640
00:36:28,320 --> 00:36:30,880
炒呢也炒不了太久

641
00:36:30,880 --> 00:36:32,139
可能就炒

642
00:36:32,139 --> 00:36:35,670
可是呢短期的波动会特别大

643
00:36:35,909 --> 00:36:37,690
如果要参与的同学

644
00:36:37,690 --> 00:36:39,650
记得带止损

645
00:36:39,650 --> 00:36:40,889
知道没有

646
00:36:40,889 --> 00:36:42,289
记得带止损哦

647
00:36:42,289 --> 00:36:44,769
买进去就就做止损哦

648
00:36:44,769 --> 00:36:46,329
知道没有

649
00:36:47,980 --> 00:36:51,650
交没有买进去就就做止损

650
00:36:51,650 --> 00:36:53,210
不要这就被套了

651
00:36:53,210 --> 00:36:56,010
又说哎呀马斯克牛逼

652
00:36:56,010 --> 00:36:58,090
然后是SPX有前途

653
00:36:58,090 --> 00:36:59,219
不要这样

654
00:36:59,219 --> 00:37:03,119
因为4SPX它上市是五一百五十三

655
00:37:03,119 --> 00:37:06,659
按照我对SPX的估值测算啊

656
00:37:06,659 --> 00:37:09,820
就目前市场上的东西来测算

657
00:37:09,820 --> 00:37:14,260
它是值92块钱到85块钱的

658
00:37:15,119 --> 00:37:16,000
知道没有

659
00:37:16,000 --> 00:37:18,239
现在的发行价是150

660
00:37:19,320 --> 00:37:20,119
根据财报

661
00:37:20,119 --> 00:37:23,920
这一些计算是90多块钱到80多块钱

662
00:37:24,400 --> 00:37:27,840
交完没有带止损

663
00:37:27,840 --> 00:37:29,079
这就是今天了

664
00:37:29,079 --> 00:37:30,260
因为今天上市嘛

665
00:37:30,260 --> 00:37:35,670
我相信大家肯定有想参与参与的

666
00:37:35,840 --> 00:37:37,119
参与的没问题

667
00:37:37,119 --> 00:37:38,300
仓位不要大仓位

668
00:37:38,300 --> 00:37:38,820
知道没有

669
00:37:38,820 --> 00:37:39,519
不要大仓位

670
00:37:39,519 --> 00:37:40,769
没有期权呐

671
00:37:40,769 --> 00:37:42,789
没有期权做保护的

672
00:37:42,789 --> 00:37:45,369
期权在机构那里是做保护的

673
00:37:45,369 --> 00:37:46,610
因为他也销什么

674
00:37:46,610 --> 00:37:50,539
他可以销扣也销put都好

675
00:37:50,980 --> 00:37:52,460
他可以这样做的

676
00:37:52,460 --> 00:37:54,960
今天是真的真的应那句话

677
00:37:54,960 --> 00:37:57,599
贴身肉搏懂吗

678
00:37:57,599 --> 00:37:59,059
大家都上刺刀了

679
00:37:59,059 --> 00:38:02,199
没有铠甲防护的

680
00:38:03,360 --> 00:38:04,960
知道没有带止损啊

681
00:38:04,960 --> 00:38:07,500
最重要前几天就说不要做空

682
00:38:07,500 --> 00:38:10,679
那今天就是带止损

683
00:38:11,159 --> 00:38:16,550
OK那大家相信大家都能赚到钱

684
00:38:16,550 --> 00:38:22,289
还有啊啊就是我预测一下下周的一个

685
00:38:22,289 --> 00:38:25,269
下周的一个直播吧

686
00:38:27,340 --> 00:38:33,699
目前我的模型测算包括资金的聚集程度

687
00:38:33,699 --> 00:38:37,019
或者是资金的走势

688
00:38:37,380 --> 00:38:43,820
已经越来越靠近00年的走势

689
00:38:44,389 --> 00:38:45,130
懂吗

690
00:38:45,130 --> 00:38:48,190
是2026年

691
00:38:49,150 --> 00:38:52,349
很容易变成00年

692
00:38:55,019 --> 00:38:57,579
很容易变成00年

693
00:38:58,639 --> 00:39:03,659
而且很有可能这一波是由核心半导体存储

694
00:39:03,659 --> 00:39:06,639
这一坨东西带领的

695
00:39:09,949 --> 00:39:12,289
那大家就晚安

696
00:39:12,289 --> 00:39:15,409
提前跟大家说晚安哦

697
00:39:15,409 --> 00:39:17,070
大家都能赚到钱的

698
00:39:17,070 --> 00:39:18,489
赚钱太容易了

699
00:39:19,489 --> 00:39:20,530
对不结

700
00:39:20,530 --> 00:39:23,739
不健康才有泡沫吗

701
00:39:23,739 --> 00:39:25,840
00年也不健康呀

702
00:39:25,840 --> 00:39:27,320
哈哈对吧

703
00:39:27,320 --> 00:39:28,380
还是哎呀

704
00:39:28,380 --> 00:39:30,039
哎我我是不是跟你们说过

705
00:39:30,039 --> 00:39:32,929
就是博弈泡沫

706
00:39:32,929 --> 00:39:34,630
享受泡沫

707
00:39:34,630 --> 00:39:36,909
警惕泡沫

708
00:39:37,550 --> 00:39:40,369
OK知道没有博弈

709
00:39:40,369 --> 00:39:42,960
享受警惕

710
00:39:43,320 --> 00:39:46,679
把呃梦想卖给别人

711
00:39:46,679 --> 00:39:50,278
现在还不到梦想的时候

712
00:39:50,559 --> 00:39:53,159
如果整个半导体是人是鬼的

713
00:39:53,159 --> 00:39:55,458
动态市盈率都跑跑到100

714
00:39:55,458 --> 00:40:01,730
然后存储的动态市盈率可以跑到25~30

715
00:40:01,730 --> 00:40:03,989
这就梦想了

716
00:40:04,260 --> 00:40:08,219
你就把梦想给一些新的观众

717
00:40:08,219 --> 00:40:10,239
哈哈给一些新的观众

718
00:40:10,239 --> 00:40:14,050
给一些新的参与者

719
00:40:14,409 --> 00:40:15,010
知道吗

720
00:40:16,050 --> 00:40:18,498
当然那时候我肯定会对吧

721
00:40:18,498 --> 00:40:20,278
你们关注我朋友圈

722
00:40:20,278 --> 00:40:23,159
或者是不关注我这个动态

723
00:40:23,159 --> 00:40:24,318
或者是看我直播

724
00:40:24,318 --> 00:40:26,978
肯定会提前跟大家说说

725
00:40:27,110 --> 00:40:28,949
别着急别太着急

726
00:40:28,949 --> 00:40:31,909
没有任何问题好

727
00:40:32,949 --> 00:40:34,548
大家应该没做空吧

728
00:40:34,548 --> 00:40:36,469
大家应该没做空吧

729
00:40:36,469 --> 00:40:38,989
我还是很害怕啊

730
00:40:38,989 --> 00:40:41,829
因为大家都是支持我的粉丝

731
00:40:41,829 --> 00:40:47,210
你应该没做空吧啊那那没做工就好

732
00:40:47,210 --> 00:40:49,500
OK那拜拜

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