BV1zA5T6sETP · 请不要叫我梁同学1 00:00:00,000 --> 00:00:00,320 Hello 2 00:00:00,320 --> 00:00:00,860 大家好 3 00:00:00,860 --> 00:00:02,040 欢迎回到阳光财经 4 00:00:02,040 --> 00:00:02,819 我是sunny 5 00:00:02,819 --> 00:00:05,939 今天是2026年5月11号星期一 6 00:00:05,939 --> 00:00:08,819 标普指数今天上涨13.91点 7 00:00:08,819 --> 00:00:10,519 涨幅0.19% 8 00:00:10,519 --> 00:00:12,359 盘中刷新历史高点 9 00:00:12,359 --> 00:00:14,929 7248.97点 10 00:00:14,929 --> 00:00:18,809 标普指数在伊朗战争V型反转后持续上涨 11 00:00:18,809 --> 00:00:21,449 到现在已经涨了1000点有余 12 00:00:21,449 --> 00:00:25,309 美股大盘在如此高位还能有这么大的爆发力 13 00:00:25,309 --> 00:00:27,339 实在是非同小可 14 00:00:27,339 --> 00:00:30,039 短线上涨并且不破5日线 15 00:00:30,039 --> 00:00:32,439 所以没有任何看空的理由 16 00:00:32,439 --> 00:00:34,619 惯性看涨就可以了 17 00:00:34,619 --> 00:00:37,960 纳斯达克指数今天上涨27.05点 18 00:00:37,960 --> 00:00:39,679 涨幅0.1% 19 00:00:39,679 --> 00:00:40,820 涨幅不大 20 00:00:40,820 --> 00:00:43,179 但是趋势仍然向上 21 00:00:43,179 --> 00:00:46,000 纳指轻松突破2万5000点后 22 00:00:46,000 --> 00:00:48,280 又迅速拿下2万6000点 23 00:00:48,280 --> 00:00:51,729 上方到底还有几千点的上涨空间呢 24 00:00:51,729 --> 00:00:55,170 机构最近开始调高今年的大盘目标位 25 00:00:55,170 --> 00:00:57,590 加拿大皇家银行RBC 26 00:00:57,590 --> 00:01:01,630 将标普指数的年度目标位从7750点 27 00:01:01,630 --> 00:01:03,719 上调到了7900点 28 00:01:03,719 --> 00:01:07,719 给出的理由是AI相关行业持续走强 29 00:01:07,719 --> 00:01:10,450 标普成分股的盈利增长强劲 30 00:01:10,450 --> 00:01:14,939 WEDBUSH证券的DANIVES看涨纳指到3万点 31 00:01:14,939 --> 00:01:17,040 不过不是今年3万点 32 00:01:17,040 --> 00:01:19,060 是明年到3万点 33 00:01:19,060 --> 00:01:22,769 当市场进入人工智能泡沫讲了3年的时候 34 00:01:22,769 --> 00:01:25,370 这web bush证券的老总认为 35 00:01:25,370 --> 00:01:28,289 目前还处于人工智能的早期阶段 36 00:01:28,289 --> 00:01:31,829 人工智能上涨行情将再持续两年 37 00:01:31,829 --> 00:01:35,049 如果目前这样的市场节奏维持两年啊 38 00:01:35,049 --> 00:01:37,629 啊我觉得这个钱也太好赚了吧 39 00:01:37,629 --> 00:01:40,409 我个人觉得最近美股上涨的角度 40 00:01:40,409 --> 00:01:43,448 尤其是半导体是涨得有点激进了 41 00:01:43,448 --> 00:01:46,088 当股市45度角上涨时 42 00:01:46,088 --> 00:01:48,920 上涨的时间和空间都会比较大 43 00:01:48,920 --> 00:01:50,939 这时候动能消耗小 44 00:01:50,939 --> 00:01:52,569 牛市持续性好 45 00:01:56,390 --> 00:01:59,099 多头能量消耗会非常快 46 00:01:59,099 --> 00:02:02,250 投资者因为formal情绪疯狂买入 47 00:02:02,250 --> 00:02:03,930 当热情退却时 48 00:02:03,930 --> 00:02:05,489 交易平静下来 49 00:02:05,489 --> 00:02:08,629 市场就会进入时间比较长的调整了 50 00:02:08,629 --> 00:02:11,409 如果说半导体基本面非常好 51 00:02:11,409 --> 00:02:13,669 那调整会是长期的震荡 52 00:02:13,669 --> 00:02:15,139 而不是暴跌 53 00:02:15,139 --> 00:02:18,360 但是当板块指数垂直上涨时 54 00:02:18,360 --> 00:02:21,900 formal买入本意是想快进快出 55 00:02:21,900 --> 00:02:23,900 如果板块转为调整 56 00:02:23,900 --> 00:02:26,219 套住了可能套得不深 57 00:02:26,219 --> 00:02:28,310 但迟迟不能解套 58 00:02:28,310 --> 00:02:30,030 快进无法快出 59 00:02:30,030 --> 00:02:32,250 被迫炒成了长线股东 60 00:02:32,250 --> 00:02:35,030 持股的心态就会变坏 61 00:02:35,460 --> 00:02:37,240 上周和上上周 62 00:02:37,240 --> 00:02:40,539 但凡问存储能不能追半导体 63 00:02:40,539 --> 00:02:42,039 还会不会涨呢 64 00:02:42,039 --> 00:02:44,340 我都说短线还是看涨的 65 00:02:44,340 --> 00:02:46,060 股市非常强势 66 00:02:46,060 --> 00:02:47,879 没有必要去猜顶 67 00:02:47,879 --> 00:02:49,719 当股市持续大涨时 68 00:02:49,719 --> 00:02:51,419 最好就是持股不动 69 00:02:51,419 --> 00:02:53,599 享受尽可能多的涨幅 70 00:02:53,599 --> 00:02:57,250 费城半导体指数是市场上最牛的行业指数 71 00:02:57,250 --> 00:03:00,610 并且由于成份股在大盘的权重较大 72 00:03:00,610 --> 00:03:05,250 影响面馆是目前科技股和纳指多头的主要阵营 73 00:03:05,250 --> 00:03:09,430 这个指数以前的上涨角度是45度左右 74 00:03:09,430 --> 00:03:12,770 最近上涨的角度变成了七八十度 75 00:03:12,770 --> 00:03:15,610 历史上还没有像最近一个多月这样的 76 00:03:15,610 --> 00:03:19,030 以较陡峭斜率上涨这么长时间的 77 00:03:19,030 --> 00:03:22,155 有点像大牛市的最后狂欢 78 00:03:22,580 --> 00:03:23,840 我有点担心 79 00:03:23,840 --> 00:03:25,780 费半指数突然熄火 80 00:03:25,780 --> 00:03:27,539 进场搏一把的风险 81 00:03:27,539 --> 00:03:30,099 比上周和上上周更大了 82 00:03:30,099 --> 00:03:33,680 再好的基本面也架不住快速的上涨 83 00:03:33,680 --> 00:03:36,240 股价快速脱离所有人的成本 84 00:03:36,240 --> 00:03:37,879 获利太快了 85 00:03:37,879 --> 00:03:41,000 获利回吐的一多就容易踩踏 86 00:03:41,000 --> 00:03:42,819 一旦废半熄火 87 00:03:42,819 --> 00:03:45,599 美股大盘将大概率停止上涨 88 00:03:45,599 --> 00:03:47,379 如果要拆顶的话 89 00:03:47,379 --> 00:03:51,289 暂时我给标普指数的目标价是7700 90 00:03:51,289 --> 00:03:54,090 这是连续第4年大盘大涨 91 00:03:54,090 --> 00:03:55,969 涨幅参考前面3年 92 00:03:55,969 --> 00:03:59,560 猜测会在7700点左右转为震荡 93 00:03:59,800 --> 00:04:01,280 在这个之前 94 00:04:01,280 --> 00:04:04,169 7500也是一个关键节点 95 00:04:04,169 --> 00:04:06,569 股市越是大角度上涨 96 00:04:06,569 --> 00:04:08,530 就越要警惕了 97 00:04:08,530 --> 00:04:10,810 伊朗谈判又反转了 98 00:04:10,810 --> 00:04:14,409 上周美国提出一页纸14条谈判提议后 99 00:04:14,409 --> 00:04:17,509 伊朗通过巴基斯坦转交了反提议 100 00:04:17,509 --> 00:04:18,670 川普表示 101 00:04:18,670 --> 00:04:19,910 这是一堆垃圾 102 00:04:19,910 --> 00:04:21,430 完全不可接受 103 00:04:21,430 --> 00:04:23,189 伊朗提出要求 104 00:04:23,189 --> 00:04:26,610 国际社会承认伊朗对霍尔木兹海峡的主权 105 00:04:26,610 --> 00:04:30,079 要对海峡过往船只征收通行费 106 00:04:30,079 --> 00:04:32,720 伊朗提议巨额的战争赔款 107 00:04:32,720 --> 00:04:35,100 要求美国和以色列支付赔款 108 00:04:35,100 --> 00:04:36,939 用于战后重建 109 00:04:36,939 --> 00:04:39,540 解冻数百亿起海外资产 110 00:04:39,540 --> 00:04:42,079 但至于美国想要的东西 111 00:04:42,079 --> 00:04:43,839 那是慢慢来 112 00:04:43,839 --> 00:04:47,360 伊朗拒绝了美方关于立即进入伊朗境内 113 00:04:47,360 --> 00:04:50,120 运走900磅高浓缩铀的要求 114 00:04:50,120 --> 00:04:53,899 提出稀释部分浓缩铀物或运到俄罗斯 115 00:04:53,899 --> 00:04:57,589 还要求美军撤出海湾地区的军事基地 116 00:04:57,589 --> 00:05:00,170 由于双方诉求完全不一样 117 00:05:00,170 --> 00:05:04,000 谈判求和的可能性实在是太小啦 118 00:05:04,000 --> 00:05:08,439 过两天美国总统将9年来再次访问中国 119 00:05:08,439 --> 00:05:11,459 时间是5月13号到15号 120 00:05:11,459 --> 00:05:16,459 17个美国大公司的领导将随行阵营强大 121 00:05:16,459 --> 00:05:19,769 感觉有意改善两国经贸往来 122 00:05:20,250 --> 00:05:23,009 川普手上最紧急的事就是伊朗 123 00:05:23,009 --> 00:05:26,649 他战争投入也投入了核协议 124 00:05:26,649 --> 00:05:28,139 一时也签不下来 125 00:05:28,139 --> 00:05:29,939 你说他赢了吧 126 00:05:29,939 --> 00:05:32,418 好像战争没有成果呀 127 00:05:32,418 --> 00:05:35,158 而且很快要开始中期选举了 128 00:05:35,158 --> 00:05:37,860 他尤其需要一个完美的胜利 129 00:05:41,500 --> 00:05:43,600 减少对伊朗的经济支持 130 00:05:43,600 --> 00:05:45,360 不要买他们的油 131 00:05:45,360 --> 00:05:46,480 让中国出面 132 00:05:46,480 --> 00:05:50,430 迫使伊朗在核协议和海峡通行方面做出让步 133 00:05:50,430 --> 00:05:54,449 中美双方在人工智能领域是竞争大于合作 134 00:05:54,449 --> 00:05:59,290 而且目前全球人工智能的玩家主要分布在美国 135 00:05:59,290 --> 00:06:01,730 其次是中国和中东 136 00:06:01,730 --> 00:06:03,930 这次两国高层峰会 137 00:06:03,930 --> 00:06:07,259 有可能在AI领域达成一定程度的合作 138 00:06:07,259 --> 00:06:09,560 从随访企业名单来看 139 00:06:09,560 --> 00:06:12,129 英伟达和AMD不在此列 140 00:06:12,129 --> 00:06:15,629 看来还是不准备把最先进的英伟达AI芯片 141 00:06:15,629 --> 00:06:16,939 卖给中国 142 00:06:19,139 --> 00:06:21,540 主要是给中国派账单的 143 00:06:21,540 --> 00:06:25,310 比如必然有的波音要卖飞机给中国 144 00:06:25,310 --> 00:06:28,209 中国到底会买几架波音的飞机呢 145 00:06:28,209 --> 00:06:30,060 传闻是500架 146 00:06:30,060 --> 00:06:31,699 如果传闻成真 147 00:06:31,699 --> 00:06:33,980 那可能是播音的重大利好 148 00:06:33,980 --> 00:06:37,420 cargo这家公司是代表美国的农业 149 00:06:37,420 --> 00:06:41,569 要中国买大豆来签订单合同的啊 150 00:06:41,569 --> 00:06:43,009 虽然英伟达没去 151 00:06:43,009 --> 00:06:45,930 但半导体公司还是去了几家 152 00:06:45,930 --> 00:06:46,889 美国 153 00:06:46,889 --> 00:06:47,649 高通 154 00:06:47,649 --> 00:06:49,908 思科等都在名单中 155 00:06:49,908 --> 00:06:51,869 哎meta也去了 156 00:06:51,869 --> 00:06:53,129 有点奇怪啊 157 00:06:53,129 --> 00:06:57,029 中国有几款meta的软件是打得开的呢 158 00:06:57,029 --> 00:07:00,629 啊虽然meta的社交软件在中国是无法下载 159 00:07:00,629 --> 00:07:01,569 也打不开 160 00:07:01,569 --> 00:07:04,810 但meta的广告收入可以来自中国呀 161 00:07:04,810 --> 00:07:06,250 中国的TIM 162 00:07:06,250 --> 00:07:08,170 阿里巴巴shine 163 00:07:08,170 --> 00:07:11,910 都不断的在meta的平台上面做广告给钱 164 00:07:11,910 --> 00:07:14,069 所以meta也跟川普去了 165 00:07:15,430 --> 00:07:17,459 在名单中有特斯拉 166 00:07:17,459 --> 00:07:19,279 特斯拉在中国有市场 167 00:07:19,279 --> 00:07:20,360 有产能 168 00:07:20,360 --> 00:07:23,129 中国对特斯拉来说非常重要 169 00:07:23,129 --> 00:07:26,069 甚至2020年特斯拉能起飞 170 00:07:26,069 --> 00:07:30,269 与上海工厂投产和中国市场的贡献是分不开的 171 00:07:30,269 --> 00:07:32,290 在财经领域有一个说法 172 00:07:32,290 --> 00:07:35,209 没有中国就没有今天的特斯拉 173 00:07:35,209 --> 00:07:37,850 马斯克是川普实际上的老朋友 174 00:07:37,850 --> 00:07:39,829 在中国又有切身利益 175 00:07:39,829 --> 00:07:43,019 是本次访华团的重要随行企业家 176 00:07:43,019 --> 00:07:47,759 他去中国最重要的目标是FSD在中国落地 177 00:07:51,439 --> 00:07:54,480 那将会很大的利好特斯拉的股价 178 00:07:54,480 --> 00:07:57,019 最近通胀预期有所上升 179 00:07:57,019 --> 00:07:58,839 CPI公布在即 180 00:07:58,839 --> 00:08:01,810 可能是整体市场的一个风险点 181 00:08:01,810 --> 00:08:05,269 纽约联储和克利夫兰联储都有权威预测 182 00:08:05,269 --> 00:08:08,240 我们来看一下纽约联储预测 183 00:08:08,240 --> 00:08:11,279 一年通胀的终值从3.4% 184 00:08:11,279 --> 00:08:13,079 上升到3.6% 185 00:08:13,079 --> 00:08:15,779 3年通胀目标和5年通胀目标 186 00:08:15,779 --> 00:08:19,050 维持在3.1%和3.0%不变 187 00:08:19,050 --> 00:08:22,600 克利夫兰联储实时通胀预测表格显示 188 00:08:22,600 --> 00:08:23,319 4月份 189 00:08:23,319 --> 00:08:26,540 核心PCE的环比增长率是0.26% 190 00:08:26,540 --> 00:08:29,389 同比增长率是3.28% 191 00:08:29,389 --> 00:08:32,870 核心CPI的环比增长率是0.21% 192 00:08:32,870 --> 00:08:35,720 同比增长率是2.56% 193 00:08:35,720 --> 00:08:37,059 到了5月份 194 00:08:37,059 --> 00:08:39,320 这几个数字又略有上升 195 00:08:39,320 --> 00:08:42,839 通胀轻微反弹不是很大的问题 196 00:08:42,839 --> 00:08:44,979 上半年甚至下半年 197 00:08:44,979 --> 00:08:49,039 对美联储再次降息的预期也已经很低了 198 00:08:49,039 --> 00:08:50,759 希望不大的话 199 00:08:50,759 --> 00:08:52,480 也就没有什么失望 200 00:08:55,840 --> 00:08:58,429 这传说中是一个鹰派人物 201 00:09:00,549 --> 00:09:03,090 目前还没有拿到国会最终投票 202 00:09:03,090 --> 00:09:06,450 但走马上任已经是确定性的事件 203 00:09:06,450 --> 00:09:08,850 有观众在上一期视频的评论中 204 00:09:08,850 --> 00:09:12,220 要求分析一下卧室上台会有什么影响 205 00:09:12,220 --> 00:09:13,279 事实上 206 00:09:13,279 --> 00:09:17,190 卧室上台的影响最早发生于1月提名时 207 00:09:17,190 --> 00:09:19,470 当时卧室获得川普提名 208 00:09:19,470 --> 00:09:21,809 股市立即承压下跌 209 00:09:21,809 --> 00:09:24,610 原因是卧实名声在外 210 00:09:24,610 --> 00:09:26,629 有危机也不愿意放水 211 00:09:26,629 --> 00:09:31,328 QE上台后还要想办法缩减美联储资产负债表 212 00:09:31,328 --> 00:09:35,509 最近卧室还想取消FOMC会议后的记者会 213 00:09:35,509 --> 00:09:36,509 减少预期 214 00:09:36,509 --> 00:09:39,429 管理美联储政策的可预测性 215 00:09:39,429 --> 00:09:41,059 将不如鲍威尔时代了 216 00:09:41,059 --> 00:09:42,779 川普大喊降息 217 00:09:42,779 --> 00:09:45,820 却选了一个这样的鹰派来当行长 218 00:09:45,820 --> 00:09:50,019 那么操作手法有可能是降息加缩表 219 00:09:50,340 --> 00:09:51,059 缩表 220 00:09:51,059 --> 00:09:52,659 收缩市场流动性 221 00:09:52,659 --> 00:09:54,220 相当于是加息 222 00:09:54,220 --> 00:09:56,039 同时配上降息 223 00:09:56,039 --> 00:09:57,779 满足一下总统的膝盖 224 00:09:57,779 --> 00:09:59,349 搞宏观对冲 225 00:09:59,349 --> 00:10:04,080 沃什和他的杜肯米勒老师就是喜欢搞宏观对冲 226 00:10:04,080 --> 00:10:08,980 所以卧室一边降息一边缩表的可能性还是有的 227 00:10:08,980 --> 00:10:14,389 那么对股市的影响就要看先降息还是先缩表了 228 00:10:14,389 --> 00:10:16,590 如果一上来就搞缩表 229 00:10:16,590 --> 00:10:18,240 股市会先下跌 230 00:10:18,240 --> 00:10:20,179 如果同时进行呢 231 00:10:20,179 --> 00:10:22,519 那么市场可能还会平稳一点 232 00:10:22,519 --> 00:10:24,179 都说要通胀了 233 00:10:24,179 --> 00:10:26,940 但木头解说通胀会走低 234 00:10:26,940 --> 00:10:29,779 预测通胀有望在6~9个月内 235 00:10:29,779 --> 00:10:32,259 出乎意料的低于市场预期 236 00:10:32,259 --> 00:10:35,980 它根据数千种商品和服务的实时通胀指标 237 00:10:35,980 --> 00:10:36,639 推测 238 00:10:36,639 --> 00:10:39,559 核心通胀指标已经降到1% 239 00:10:39,559 --> 00:10:41,000 从长远来看 240 00:10:41,000 --> 00:10:43,620 人工智能的快速普及和应用 241 00:10:43,620 --> 00:10:45,578 具有高度的通缩属性 242 00:10:45,578 --> 00:10:49,038 科技进步了单位的劳动力成本下降 243 00:10:49,038 --> 00:10:50,549 物价会走低 244 00:10:50,549 --> 00:10:52,169 在木头姐看来 245 00:10:52,169 --> 00:10:53,909 未来GDP会大涨 246 00:10:53,909 --> 00:10:55,330 经济非常好 247 00:10:55,330 --> 00:10:58,210 而物价居然还通缩了 248 00:10:58,490 --> 00:11:00,129 今天股市涨得不错 249 00:11:00,129 --> 00:11:01,850 我的公开账户截图 250 00:11:01,850 --> 00:11:03,649 净值22.5万 251 00:11:03,649 --> 00:11:06,029 当天盈利4071 252 00:11:06,029 --> 00:11:07,769 涨幅1.84% 253 00:11:07,769 --> 00:11:09,190 在我印象中 254 00:11:09,190 --> 00:11:11,318 这可能就是账户的新高啦 255 00:11:11,318 --> 00:11:14,299 目前未实现盈利有10.2万 256 00:11:14,299 --> 00:11:16,220 这个账户搞了3年多 257 00:11:16,220 --> 00:11:20,110 真正落袋为安的利润可能也就是2万吧 258 00:11:20,110 --> 00:11:22,169 嗯我并没有准确去计算 259 00:11:22,169 --> 00:11:24,460 因为算这些毫无意义 260 00:11:24,460 --> 00:11:27,960 目前七只股有三支创了历史新高 261 00:11:27,960 --> 00:11:29,759 这三支是谷歌 262 00:11:29,759 --> 00:11:31,529 英伟达和高通 263 00:11:31,529 --> 00:11:34,210 有两只股今天涨幅挺大的 264 00:11:34,210 --> 00:11:36,950 一只是circle c r c l 265 00:11:36,950 --> 00:11:38,710 另一只是高通 266 00:11:38,710 --> 00:11:42,429 这两只股在三个月前还是阳光财经反指的 267 00:11:42,429 --> 00:11:46,049 代表了现在都是快速获利的状态 268 00:11:46,289 --> 00:11:49,049 七个持仓个股全部盈利 269 00:11:49,049 --> 00:11:51,649 可见选股还是选的不错啊 270 00:11:51,649 --> 00:11:55,129 这七只股中持有的意义不是很高的 271 00:11:55,129 --> 00:11:57,009 是REDRDDT 272 00:11:57,009 --> 00:12:00,659 在目前的估值水平下难有进一步的发展 273 00:12:00,659 --> 00:12:04,600 继续持有的原因是因为我这68股啊 274 00:12:04,600 --> 00:12:06,399 全是利润换来的 275 00:12:06,399 --> 00:12:09,399 当时卖出把所谓的本金收回来了 276 00:12:09,399 --> 00:12:12,080 留了68股的实际成本为零 277 00:12:12,080 --> 00:12:14,409 所以呢我是不怕它波动的 278 00:12:14,409 --> 00:12:16,909 今天circle大涨15% 279 00:12:16,909 --> 00:12:18,850 而且成交量还放量 280 00:12:18,850 --> 00:12:21,039 换手率21.78% 281 00:12:21,039 --> 00:12:24,269 比大涨更重要的指标是换手率 282 00:12:24,269 --> 00:12:25,409 换手这么高 283 00:12:25,409 --> 00:12:27,149 是行情活跃的表现 284 00:12:27,149 --> 00:12:28,889 赌场不怕输赢 285 00:12:28,889 --> 00:12:30,740 只怕没有人来 286 00:12:30,740 --> 00:12:32,220 现在人来了 287 00:12:32,220 --> 00:12:34,100 波动率一定会提高 288 00:12:34,100 --> 00:12:35,899 有大涨有大跌 289 00:12:35,899 --> 00:12:37,970 那热情就会进来 290 00:12:37,970 --> 00:12:40,289 circle盘前发布财报 291 00:12:40,289 --> 00:12:42,200 财报我觉得很一般 292 00:12:42,200 --> 00:12:44,460 一季度营收6.94亿 293 00:12:44,460 --> 00:12:46,159 同比增长20% 294 00:12:46,159 --> 00:12:48,769 低于分析师预期的7.15亿 295 00:12:48,769 --> 00:12:51,649 净利润5525.3万 296 00:12:51,649 --> 00:12:53,750 EPS21美分 297 00:12:53,750 --> 00:12:55,490 同比下降15% 298 00:12:55,490 --> 00:12:57,289 但超过了预期 299 00:12:57,289 --> 00:13:01,970 USDC的流通量到现在也没有上800亿啊 300 00:13:01,970 --> 00:13:03,049 我在一季度说啊 301 00:13:03,049 --> 00:13:04,629 预测很快要上800亿 302 00:13:04,629 --> 00:13:06,149 这个没有实现啊 303 00:13:06,149 --> 00:13:08,350 那它涨的什么劲儿呢 304 00:13:08,350 --> 00:13:11,889 公司ARC代币以30亿美元的估值 305 00:13:11,889 --> 00:13:14,299 完成了2.22亿美元的融资 306 00:13:14,299 --> 00:13:16,659 自己持有25%价值 307 00:13:16,659 --> 00:13:17,879 估值7.5亿 308 00:13:17,879 --> 00:13:21,779 另外公司正式推出了AGRISTACK平台 309 00:13:21,779 --> 00:13:25,820 让USDC从支付工具扩展为AI代理之间 310 00:13:25,820 --> 00:13:27,340 的底层结算货币 311 00:13:27,340 --> 00:13:28,980 增加了AI叙事 312 00:13:28,980 --> 00:13:32,690 增加了7.5亿美元的ARC代币资产 313 00:13:32,690 --> 00:13:35,450 这个可能就是今天股价上涨的理由 314 00:13:35,450 --> 00:13:39,089 最近clarity法案可能即将审议 315 00:13:39,089 --> 00:13:41,308 关键障碍已经基本清除 316 00:13:41,308 --> 00:13:42,928 如果法案通过 317 00:13:42,928 --> 00:13:45,850 对CRCL是一个重要的利好 318 00:13:45,850 --> 00:13:48,309 目前日K线图放量上涨 319 00:13:48,309 --> 00:13:49,730 底部渐渐明朗 320 00:13:49,730 --> 00:13:51,789 我会继续持股不动 321 00:13:51,789 --> 00:13:55,000 光通信和存储股仍然非常强劲 322 00:13:55,000 --> 00:13:58,179 light l i t e将加入纳指100 323 00:13:58,179 --> 00:14:00,159 时间是5月18号 324 00:14:00,159 --> 00:14:01,360 记录指数 325 00:14:01,360 --> 00:14:04,799 意味着有几千亿被动基金要按权重无脑买入 326 00:14:04,799 --> 00:14:07,340 也不管股价涨了多少倍啊 327 00:14:07,340 --> 00:14:09,159 所以在加入指数之前 328 00:14:09,159 --> 00:14:10,720 股价会比较强 329 00:14:10,720 --> 00:14:12,980 大家都捂着股票拉高 330 00:14:12,980 --> 00:14:15,279 准备高价卖给QQQ之类的 331 00:14:15,279 --> 00:14:16,710 纳指100基金呢 332 00:14:16,710 --> 00:14:19,830 美光科技等存储股今天继续拉升 333 00:14:19,830 --> 00:14:21,879 股价上涨有一个特点 334 00:14:21,879 --> 00:14:24,840 早期因为一股200涨10% 335 00:14:24,840 --> 00:14:26,519 也就是涨20块 336 00:14:26,519 --> 00:14:28,820 后期一股七八百啊 337 00:14:28,820 --> 00:14:31,220 涨10%就是七八十了 338 00:14:31,220 --> 00:14:33,600 相当于早期的30% 339 00:14:33,600 --> 00:14:35,799 所以如果在牛股上涨 340 00:14:35,799 --> 00:14:39,159 早期买的最赚钱的不是牛市过程中 341 00:14:39,159 --> 00:14:41,839 而是最后疯狂拉升的阶段 342 00:14:41,839 --> 00:14:44,958 有观众问微软会不会复制谷歌的走势 343 00:14:45,999 --> 00:14:48,058 微软曾经摸过股王宝座 344 00:14:48,058 --> 00:14:49,919 绝非等闲之辈 345 00:14:49,919 --> 00:14:51,980 最近微软确实不行 346 00:14:51,980 --> 00:14:53,419 别人炒硬件 347 00:14:53,419 --> 00:14:56,090 这软的只能靠边站哈 348 00:14:56,090 --> 00:14:59,289 微软目前估值在历史上处于低分位 349 00:14:59,289 --> 00:15:01,019 是相对便宜的时候 350 00:15:01,019 --> 00:15:03,220 便宜的巨头是值得关注的 351 00:15:03,220 --> 00:15:06,190 值等基本面华丽的转身好 352 00:15:06,190 --> 00:15:08,049 那我们今天的节目就分享到这里 353 00:15:08,049 --> 00:15:09,049 感谢大家收看 354 00:15:09,049 --> 00:15:10,289 我们下期节目再见 355 00:15:10,289 --> 00:15:11,019 拜拜
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