BV1Be7h6wENT · 请不要叫我梁同学1 00:01:14,840 --> 00:01:16,430 ♪ 欢笑声 ♪ 2 00:01:16,430 --> 00:01:20,250 ♪ 欢呼声炒热气氛 ♪ 3 00:01:20,250 --> 00:01:22,150 心却很冷 4 00:01:22,150 --> 00:01:25,709 ♪ 聚光灯是种蒙恩 ♪ 5 00:01:25,709 --> 00:01:28,109 ♪ 我却不能喊 ♪ 6 00:01:28,109 --> 00:01:29,209 ♪ 等一等 ♪ 7 00:01:29,209 --> 00:01:31,090 ♪ 我真佩服我 ♪ 8 00:01:31,090 --> 00:01:32,930 ♪ 还谁能幽默 ♪ 9 00:01:32,930 --> 00:01:36,609 ♪ 掉眼泪时用笑掩过 ♪ 10 00:01:36,609 --> 00:01:40,340 ♪ 怕人看破顾顾虑好多 ♪ 11 00:01:40,340 --> 00:01:42,099 ♪ 不谈寂寞 ♪ 12 00:01:42,099 --> 00:01:45,579 ♪ 我们就都快活 ♪ 13 00:01:45,579 --> 00:01:52,019 ♪ 我不唱声嘶力竭的情歌 ♪ 14 00:01:53,439 --> 00:01:59,200 ♪ 不表示没有心碎的时刻 ♪ 15 00:02:00,540 --> 00:02:03,760 ♪ 我不曾摊开伤口 ♪ 16 00:02:03,760 --> 00:02:07,588 ♪ 任宰割愈合 ♪ 17 00:02:07,588 --> 00:02:14,289 ♪ 就无人晓得我内心挫折 ♪ 18 00:02:14,889 --> 00:02:18,129 ♪ 活像个孤独患者 ♪ 19 00:02:18,129 --> 00:02:20,689 ♪ 自我拉扯 ♪ 20 00:02:22,120 --> 00:02:28,199 ♪ 外向的孤独患者有何不可 ♪ 21 00:02:37,740 --> 00:02:41,310 ♪ 笑越大声越是残忍 ♪ 22 00:02:41,310 --> 00:02:43,069 ♪ 挤满体温 ♪ 23 00:02:43,069 --> 00:02:44,909 ♪ 室温更冷 ♪ 24 00:02:44,909 --> 00:02:48,439 ♪ 万一关灯空虚扰人 ♪ 25 00:02:48,439 --> 00:02:50,800 ♪ 我却不能喊 ♪ 26 00:02:50,800 --> 00:02:51,879 ♪ 等一等 ♪ 27 00:02:51,879 --> 00:02:53,719 ♪ 你说你爱我 ♪ 28 00:02:53,719 --> 00:02:55,550 ♪ 却却一直说 ♪ 29 00:02:55,550 --> 00:03:00,870 ♪ 说我不该窝在角落策划逃脱 ♪ 30 00:03:00,870 --> 00:03:02,789 ♪ 这也有错 ♪ 31 00:03:02,789 --> 00:03:08,090 ♪ 连我脆弱的权利都掠夺 ♪ 32 00:03:08,090 --> 00:03:14,370 ♪ 我不唱声嘶力竭的情歌 ♪ 33 00:03:15,750 --> 00:03:21,430 ♪ 不表示没有心碎的时刻 ♪ 34 00:03:22,759 --> 00:03:25,939 ♪ 我不曾摊开伤口 ♪ 35 00:03:25,939 --> 00:03:29,699 ♪ 任宰割愈合 ♪ 36 00:03:29,699 --> 00:03:36,300 ♪ 就无人晓得我内心挫折 ♪ 37 00:03:36,860 --> 00:03:40,060 ♪ 活像个孤独患者 ♪ 38 00:03:40,060 --> 00:03:42,860 ♪ 自我拉扯 ♪ 39 00:03:43,969 --> 00:03:49,330 ♪ 外向的孤独患者有何不可 ♪ 40 00:03:49,330 --> 00:03:51,710 有有有有有的 41 00:03:52,189 --> 00:03:56,270 我加了我加了S啊 42 00:03:56,270 --> 00:03:59,960 SH的一个期权 43 00:04:00,439 --> 00:04:04,639 730月的和一个 44 00:04:10,800 --> 00:04:16,038 ♪ 耶咦耶咦耶咦耶呜呜呜呜 ♪ 45 00:04:19,259 --> 00:04:25,259 ♪ 我不要声嘶力竭的情歌 ♪ 46 00:04:26,560 --> 00:04:32,560 ♪ 来去是我需要你的时刻 ♪ 47 00:04:33,189 --> 00:04:34,790 我都还没有说呢 48 00:04:34,790 --> 00:04:39,110 ♪ 真定并不是保护在 ♪ 49 00:04:39,110 --> 00:04:43,490 ♪ 反而是要你懂得 ♪ 50 00:04:43,930 --> 00:04:50,329 ♪ 可我不知为何活像个孤独患 ♪ 51 00:04:50,329 --> 00:04:54,819 嗯我来我加了SH 52 00:04:55,819 --> 00:04:58,800 我加了SH的一个期权 53 00:04:58,800 --> 00:05:01,889 OK深刻 54 00:05:06,879 --> 00:05:07,959 大家可以听完吗 55 00:05:07,959 --> 00:05:13,290 我加了SH的齐全SMH哦 56 00:05:13,290 --> 00:05:14,339 吼 57 00:05:52,139 --> 00:05:54,220 ♪ 朋友已走 ♪ 58 00:05:54,220 --> 00:06:00,689 ♪ 帮升级的你举杯到凌晨还未够 ♪ 59 00:06:00,689 --> 00:06:04,319 ♪ 用尽心机拉我手 ♪ 60 00:06:05,040 --> 00:06:08,240 ♪ 缠在我颈背后 ♪ 61 00:06:09,279 --> 00:06:13,800 ♪ 说你男友有事忙是借口 ♪ 62 00:06:14,230 --> 00:06:17,709 ♪ 说到终于饮醉酒 ♪ 63 00:06:18,430 --> 00:06:20,069 ♪ 情侣会走 ♪ 64 00:06:21,069 --> 00:06:27,000 ♪ 刚失恋的你哭干眼泪前来自首 ♪ 65 00:06:27,000 --> 00:06:27,920 ♪ 寂寞 ♪ 66 00:06:27,920 --> 00:06:30,689 ♪ 因此牵我手 ♪ 67 00:06:31,449 --> 00:06:35,089 ♪ 垂下了他手信后 ♪ 68 00:06:35,089 --> 00:06:38,350 ♪ 我已得到你没有 ♪ 69 00:06:38,350 --> 00:06:43,670 ♪ 但你我至少往后成了木有 ♪ 70 00:06:44,790 --> 00:06:45,810 ♪ 闭起双眼 ♪ 71 00:06:45,810 --> 00:06:47,949 ♪ 你最挂念谁 ♪ 72 00:06:47,949 --> 00:06:49,069 ♪ 眼睛张开 ♪ 73 00:06:49,069 --> 00:06:51,250 ♪ 身边竟是谁 ♪ 74 00:06:51,250 --> 00:06:53,990 ♪ 感激车站里尚有月台 ♪ 75 00:06:53,990 --> 00:06:57,819 ♪ 能让我们满足到落泪 ♪ 76 00:06:57,819 --> 00:07:01,079 ♪ 拥不拥有也会记住谁 ♪ 77 00:07:01,079 --> 00:07:04,610 ♪ 快不快乐留在身体里 ♪ 78 00:07:04,610 --> 00:07:07,329 ♪ 我若能够永不失去 ♪ 79 00:07:08,370 --> 00:07:13,129 ♪ 何以你今天竟想找寻伴侣 ♪ 80 00:07:29,860 --> 00:07:31,699 我把声音关小一点点 81 00:07:32,779 --> 00:07:33,339 没声音 82 00:07:33,339 --> 00:07:34,980 太无聊了 83 00:07:41,120 --> 00:07:43,100 先跌先 84 00:07:43,420 --> 00:07:44,660 这是去杠杆 85 00:07:44,660 --> 00:07:46,079 新跌了的话 86 00:07:46,079 --> 00:07:47,899 新跌了的话就要加 87 00:07:49,139 --> 00:07:53,040 如果先涨了的话就要减嗯 88 00:07:53,040 --> 00:07:54,480 新跌了的话就要加 89 00:07:54,480 --> 00:07:56,680 先先涨了就要减 90 00:07:58,360 --> 00:08:00,399 嗯哼哼 91 00:08:01,209 --> 00:08:03,988 你可以理解为就是反向过来的 92 00:08:03,988 --> 00:08:05,428 先跌了就要加 93 00:08:05,428 --> 00:08:07,259 先涨了就要减 94 00:08:07,259 --> 00:08:08,699 他既然先跌了 95 00:08:08,699 --> 00:08:09,800 就那就要买 96 00:08:09,800 --> 00:08:15,350 不过不要不要说说哈梭哈是一个很危险的事情 97 00:08:15,350 --> 00:08:17,750 就昨天减了的仓 98 00:08:17,750 --> 00:08:22,980 今天会补到昨天卖出的1/3 99 00:08:23,579 --> 00:08:25,800 嘿就相当于做一个差价 100 00:08:25,800 --> 00:08:29,500 其实我我个人是没有预料到 101 00:08:29,500 --> 00:08:33,509 就是他会这么快 102 00:08:33,509 --> 00:08:38,860 就是他会走的这么就是跌的会这么快 103 00:08:38,860 --> 00:08:42,409 然后我看见了期权 104 00:08:42,409 --> 00:08:43,330 尤其期权啊 105 00:08:43,330 --> 00:08:44,129 隐含波动率 106 00:08:44,129 --> 00:08:51,409 这个SM我今天加sm match的原因就是因为就是要他他在开盘交易的时候 107 00:08:51,409 --> 00:08:56,090 它的隐含波动率是在像什么是在50 108 00:08:56,090 --> 00:08:57,629 在50左右 109 00:08:57,629 --> 00:09:00,789 那现在因为已经开盘过了一段时间 110 00:09:00,789 --> 00:09:02,809 它的隐含波动率已经降下来 111 00:09:02,809 --> 00:09:04,919 隐含波动率降下来之后呢 112 00:09:04,919 --> 00:09:09,110 那我的期权价格哪怕没有继续下跌 113 00:09:09,110 --> 00:09:11,169 那么它也是变便宜了 114 00:09:11,169 --> 00:09:15,389 可是呢那个存储的话我就懂吗 115 00:09:15,389 --> 00:09:18,279 因为存储有那个如 116 00:09:21,399 --> 00:09:25,179 存储有那个什么有有那个美光财报在 117 00:09:25,179 --> 00:09:27,799 所以它的隐含波利用率很高 118 00:09:27,799 --> 00:09:29,529 那期权就特别贵 119 00:09:29,529 --> 00:09:32,450 所以你所以你们要如果你们要做的话 120 00:09:32,450 --> 00:09:35,110 要要要要考虑好这个东西 121 00:09:35,110 --> 00:09:36,870 考一考虑好这个东西 122 00:09:36,870 --> 00:09:38,539 一定要考虑好 123 00:09:39,059 --> 00:09:40,840 ♪ 笙歌会停 ♪ 124 00:09:40,840 --> 00:09:43,690 显得这是你心 125 00:09:43,690 --> 00:09:45,289 他提前做交易 126 00:09:45,289 --> 00:09:47,590 我们就什么做应对就好了 127 00:09:47,590 --> 00:09:49,710 你看如果它期权暴涨 128 00:09:49,710 --> 00:09:51,529 那我们就要什么出 129 00:09:51,529 --> 00:09:55,399 如果期权如果不如果出财报之前 130 00:09:55,399 --> 00:09:58,039 它跌跌很很跌 131 00:09:58,039 --> 00:10:03,110 那么我们应该怎么应该去适当的去配置一点点才对的 132 00:10:03,110 --> 00:10:07,120 因为他财他的财报不会太差的 133 00:10:12,059 --> 00:10:13,679 我今天是没有加 134 00:10:13,679 --> 00:10:15,460 没有加DRAM的 135 00:10:15,460 --> 00:10:17,500 我今天加了是SMH 136 00:10:17,500 --> 00:10:20,360 我今天没有加DRAM 137 00:10:20,360 --> 00:10:22,000 OK我今天没有 138 00:10:22,000 --> 00:10:25,929 因为DRM的期权在我看来有点太贵了 139 00:10:25,929 --> 00:10:28,730 太贵太贵太贵太贵了 140 00:10:28,730 --> 00:10:33,500 OK这是我我个人的操作话题 141 00:10:33,500 --> 00:10:36,200 ♪ 尽了也不紧要 ♪ 142 00:10:36,200 --> 00:10:39,818 ♪ 吻我至凄冷的心事 ♪ 143 00:10:40,259 --> 00:10:44,889 ♪ 繁华闹市灯光普照而共 ♪ 144 00:10:44,889 --> 00:10:48,948 你已今天这个事情更加偏向于什么呢 145 00:10:48,948 --> 00:10:51,389 偏向于是一个孤城 146 00:10:51,389 --> 00:10:52,610 ♪ 如同苦笑 ♪ 147 00:10:52,610 --> 00:10:54,789 一个提前做交易 148 00:10:54,789 --> 00:11:01,799 因为现在呃大家都知道可能很快就要股债平衡了 149 00:11:01,799 --> 00:11:04,379 那资金就想在股债平衡之前 150 00:11:04,379 --> 00:11:10,059 养老金股债平衡之前先去做了这个就先去做了这个事情 151 00:11:10,059 --> 00:11:11,700 前期做了这个事情之后 152 00:11:11,700 --> 00:11:12,779 他就引发了 153 00:11:12,779 --> 00:11:15,419 你看引发一系列量化的问题 154 00:11:15,419 --> 00:11:17,120 诶正骨没有问题 155 00:11:17,120 --> 00:11:21,960 OK听见没有正骨的DRAM不要梭哈的情况下是可以加的 156 00:11:21,960 --> 00:11:23,279 是可以加的 157 00:11:23,279 --> 00:11:25,960 OK嗯 158 00:11:28,320 --> 00:11:33,669 他是很符合美股这种嗯牛市多暴跌 159 00:11:33,669 --> 00:11:39,440 熊市多暴涨这种OK 160 00:11:40,399 --> 00:11:41,799 因为你们要下单 161 00:11:41,799 --> 00:11:42,480 正股的话 162 00:11:42,480 --> 00:11:46,879 你们可以退出直播直播间去下单一下正股 163 00:11:46,879 --> 00:11:49,700 OK正股你们可以退出直播间 164 00:11:49,700 --> 00:11:50,480 你去下单 165 00:11:50,480 --> 00:11:56,759 下单完回来再我待今天大概会直播到10:30对吧 166 00:11:56,759 --> 00:11:59,620 可能会直接使我的不要呃 167 00:11:59,620 --> 00:12:05,330 就是不要去随便去做纳指的一个测算回调 168 00:12:05,330 --> 00:12:09,710 就有一些博主可能说要回调多少多少不要去做 169 00:12:09,710 --> 00:12:11,789 因为现在从资金面来看 170 00:12:11,789 --> 00:12:13,750 它是一个预期交易 171 00:12:13,750 --> 00:12:17,908 比如说你看国债的二五的十二十年 172 00:12:17,908 --> 00:12:21,889 国债已经走的走向了一个下跌的通道 173 00:12:21,889 --> 00:12:26,029 就是虽然现在市场上面它是在交易加息 174 00:12:26,029 --> 00:12:31,580 可是国债的定价已经是交已经是定价降息了 175 00:12:31,580 --> 00:12:33,519 你所听到的加息 176 00:12:33,519 --> 00:12:39,320 这个是媒体或者是整个消息面所要要你知道的 177 00:12:39,320 --> 00:12:41,600 可是国债他是骗不了人的 178 00:12:41,600 --> 00:12:42,559 20年国债 179 00:12:42,559 --> 00:12:45,000 10年国债已经遭遇一个下跌通道 180 00:12:45,000 --> 00:12:50,440 这个流动性它可能会接下来会怎么样会变好 181 00:12:50,440 --> 00:12:52,339 流动性会变好 182 00:12:52,339 --> 00:12:53,918 那结合的啊 183 00:12:53,918 --> 00:12:56,658 月末各种各样的债的平衡呀 184 00:12:56,658 --> 00:12:59,970 各种各样的一个基金调仓呀 185 00:12:59,970 --> 00:13:02,250 出现这种波动是很正常的 186 00:13:02,250 --> 00:13:05,759 很正常的O向上波动我们就要卖 187 00:13:05,759 --> 00:13:07,139 向下波动的话 188 00:13:07,139 --> 00:13:07,918 我们就要买 189 00:13:07,918 --> 00:13:10,720 就这么简单耶 190 00:13:10,720 --> 00:13:12,828 所以你要抓的是时间 191 00:13:12,828 --> 00:13:14,028 你要抓的是时间 192 00:13:14,028 --> 00:13:15,708 不是抓的是什么点位 193 00:13:15,708 --> 00:13:17,109 你抓不到点位的 194 00:13:17,109 --> 00:13:18,609 你不知道他回调多少 195 00:13:18,609 --> 00:13:21,559 但可能一天之后就反转了 196 00:13:22,360 --> 00:13:27,250 ♪ 却一瞒理尚有星环好 ♪ 197 00:13:27,250 --> 00:13:28,090 我再次说一下 198 00:13:28,090 --> 00:13:34,870 我为什么今天我会做SH是因为我目前的加仓计划里面就只有两个 199 00:13:34,870 --> 00:13:37,230 一个是DRAM 200 00:13:37,230 --> 00:13:38,789 一个是SMH 201 00:13:38,789 --> 00:13:42,120 可是因为开盘的时候我没有买 202 00:13:42,120 --> 00:13:43,700 就开盘的时候我没有买 203 00:13:43,700 --> 00:13:46,379 是因为开盘那一瞬间 204 00:13:46,379 --> 00:13:49,919 SMH的期权它的隐瞒波动率太高了 205 00:13:49,919 --> 00:13:51,820 期权很贵 206 00:13:52,419 --> 00:13:56,580 当我买就说我大概是5分钟之前买的时候呢 207 00:13:56,580 --> 00:13:58,828 隐含波动率已经降下来了 208 00:13:58,828 --> 00:14:01,729 降下来之后它期权就会变便宜了 209 00:14:01,729 --> 00:14:05,408 OK就这样哎 210 00:14:08,639 --> 00:14:16,480 哦现在SMH好像表现的好像要比DM要要好那么一点点吧 211 00:14:18,879 --> 00:14:24,879 现在的dr am其实它是有将近2%的一个 212 00:14:24,879 --> 00:14:26,529 如果你是做期权的哈 213 00:14:26,529 --> 00:14:31,149 你就有2%的一个不做期权的同学不用听我说的 214 00:14:31,149 --> 00:14:32,250 不用听我说的 215 00:14:32,250 --> 00:14:34,500 你做就是做期权的同学 216 00:14:34,500 --> 00:14:37,339 一定要知道你现在交易的DRAM 217 00:14:37,339 --> 00:14:40,278 虽然你看正股好像有很大的空间 218 00:14:40,278 --> 00:14:42,099 这种想法是没有问题的 219 00:14:42,099 --> 00:14:45,759 可是因为他在呃 220 00:14:46,399 --> 00:14:47,340 不是啊 221 00:14:47,340 --> 00:14:49,440 很快就要出美光财报吗 222 00:14:49,440 --> 00:14:53,250 你现在交易的这个期权的价格 223 00:14:53,250 --> 00:14:57,649 它是由百2%正股正股2%的溢价在的 224 00:14:57,649 --> 00:14:59,870 就是因为它隐含波动率的问题 225 00:15:00,820 --> 00:15:02,299 一定要知道这个东西 226 00:15:03,860 --> 00:15:05,019 你知道这个东西之后 227 00:15:05,019 --> 00:15:06,379 你就很很好交易了 228 00:15:06,379 --> 00:15:07,820 你就能够知道了 229 00:15:07,820 --> 00:15:13,649 然后呃因为今天其实是啊突发事件 230 00:15:13,649 --> 00:15:16,799 是由韩国那边传传导出来 231 00:15:16,799 --> 00:15:18,620 就是说什么降杠杆啊 232 00:15:18,620 --> 00:15:19,659 杠杆不行呀 233 00:15:19,659 --> 00:15:20,740 怎么怎么样的 234 00:15:20,740 --> 00:15:22,679 我就选择先避开它 235 00:15:22,679 --> 00:15:24,120 我就选择先避开它 236 00:15:24,120 --> 00:15:25,679 做SMH 237 00:15:28,740 --> 00:15:31,480 如果你们不能做SMH的话 238 00:15:31,480 --> 00:15:33,360 是可以做啊 239 00:15:33,360 --> 00:15:38,099 SMH的7SMH正骨或者是费半呃 240 00:15:38,099 --> 00:15:43,779 我我个人的建议是我不知道我我还没了解过杠杆的费半是怎么样的 241 00:15:43,779 --> 00:15:46,419 我还没了解杠杆费办是什么样子 242 00:15:46,419 --> 00:15:50,429 就是费办的话三倍我觉得有点磨损 243 00:15:50,429 --> 00:15:51,190 有点太大了 244 00:15:51,190 --> 00:15:52,190 可以做两倍 245 00:15:52,190 --> 00:15:55,798 我不知道有没有两倍这个的的一个非版 246 00:15:55,798 --> 00:15:59,169 你们可以随时退出直播间去看一下啊 247 00:15:59,169 --> 00:16:00,889 我今天操作就这样的 248 00:16:04,169 --> 00:16:05,828 没有做DM的 249 00:16:05,828 --> 00:16:08,188 没有做没有做没有做 250 00:16:08,188 --> 00:16:09,229 没有做 251 00:16:09,229 --> 00:16:10,690 ♪ 在一起 ♪ 252 00:16:13,129 --> 00:16:15,789 同时我的DRM是没有减仓的 253 00:16:15,789 --> 00:16:18,129 我们DM是没有减仓的 254 00:16:18,129 --> 00:16:19,169 知道没有 255 00:16:19,169 --> 00:16:22,149 我DM是没有减仓的 256 00:16:22,440 --> 00:16:26,220 你如果明天大涨的话 257 00:16:26,220 --> 00:16:31,820 我可能选择把DMM给出掉一部分去赚它的一个波动率 258 00:16:31,820 --> 00:16:35,828 上涨只是出很少的一部分而已 259 00:16:35,828 --> 00:16:36,980 知道吗 260 00:16:36,980 --> 00:16:40,779 今天我是做了SMH的 261 00:16:43,730 --> 00:16:45,809 啊免费免费分享的 262 00:16:45,809 --> 00:16:48,460 我应该是第一个吧是吧 263 00:16:48,460 --> 00:16:49,379 我要免费分享 264 00:16:49,379 --> 00:16:52,690 我应该是第一个受 265 00:16:52,690 --> 00:16:58,019 ♪ 或者要到你将爱又成存在 ♪ 266 00:16:58,019 --> 00:17:00,480 你看英特尔都已经收窄了 267 00:17:00,480 --> 00:17:02,460 跌幅已经收窄了 268 00:17:02,460 --> 00:17:06,779 嗯这种其实以后大家就知道我啊 269 00:17:06,779 --> 00:17:10,819 周天直播我也说过没有出现那两个问题 270 00:17:10,819 --> 00:17:13,380 之前其他的都不是问题 271 00:17:13,380 --> 00:17:17,230 OK哪两个问题到没有 272 00:17:17,230 --> 00:17:21,130 就是一个就是云厂商的资本支出 273 00:17:21,130 --> 00:17:24,269 第二个就是i'm fit 274 00:17:24,269 --> 00:17:26,740 还有OpenAI的什么收入 275 00:17:26,740 --> 00:17:27,420 好吧 276 00:17:27,420 --> 00:17:29,519 这两个东西没有出现之前 277 00:17:29,519 --> 00:17:32,519 逢跌就是你买入的不杠 278 00:17:32,519 --> 00:17:34,799 不过因为不能说啊 279 00:17:34,799 --> 00:17:37,400 我一下子加满杠杆对吧 280 00:17:37,400 --> 00:17:39,359 加满杠杠杠杆的话 281 00:17:39,359 --> 00:17:44,068 你很容易被以下的一个短期的活动直接让你一波带走 282 00:17:44,068 --> 00:17:46,028 没必要嗯 283 00:17:46,779 --> 00:17:51,009 ♪ 但见旁人谈情何引嗯 ♪ 284 00:17:51,009 --> 00:17:52,849 现在的这个STMH 285 00:17:52,849 --> 00:17:57,329 它的隐含波动率已经从我开盘的时候的52% 286 00:17:57,329 --> 00:17:59,740 已经下降到48%了 287 00:17:59,740 --> 00:18:01,480 对已经放下 288 00:18:01,480 --> 00:18:03,660 下跌了四十四十八%了 289 00:18:03,660 --> 00:18:07,039 然后那一个DRM的七加的期权 290 00:18:07,039 --> 00:18:08,980 它的隐含波动率现在还是很高 291 00:18:08,980 --> 00:18:09,880 还是很高 292 00:18:09,880 --> 00:18:13,750 所以你们做正骨的分批 293 00:18:13,750 --> 00:18:16,109 如果可以的话就可以分批 294 00:18:16,109 --> 00:18:18,769 如果你们是做期权的话 295 00:18:18,769 --> 00:18:21,589 一定一定要考虑要考这个溢价问题 296 00:18:21,589 --> 00:18:30,450 一定短期可能今天和明天我最SM都就是存储任何一个板块 297 00:18:30,450 --> 00:18:34,309 它的波动率会非常的大非常的大 298 00:18:34,309 --> 00:18:35,630 Ok 299 00:18:37,500 --> 00:18:38,420 非常大哦 300 00:18:38,420 --> 00:18:48,500 ♪ 上天的一边亦有个某某在等候哦 ♪ 301 00:18:48,500 --> 00:18:52,069 ♪ 哦哦哦耶耶 ♪ 302 00:18:52,255 --> 00:18:55,470 ♪ 一心只等葡萄 ♪ 303 00:18:55,470 --> 00:18:57,109 ♪ 俗她 ♪ 304 00:18:58,740 --> 00:19:00,359 大家有什么想问的吗 305 00:19:00,359 --> 00:19:05,230 大家有没有交易完或者怎么样的哦 306 00:19:07,839 --> 00:19:14,319 ♪ 别让寂寞害你伤得一夜白头 ♪ 307 00:19:14,720 --> 00:19:21,690 用另外一个手机在在弄弄看 308 00:19:23,769 --> 00:19:25,009 正骨可以 309 00:19:25,009 --> 00:19:26,490 正骨可以 310 00:19:26,490 --> 00:19:28,230 OK正骨可以 311 00:19:28,230 --> 00:19:30,479 期权的话继承 312 00:19:30,479 --> 00:19:31,558 我觉得慢一点点吧 313 00:19:33,439 --> 00:19:36,109 因为期权现在的隐含波动率太高了 314 00:19:36,109 --> 00:19:40,789 如果到时候美光只要不是暴涨二十五十多个点 315 00:19:40,789 --> 00:19:43,250 或者是八九个点以上的话 316 00:19:43,250 --> 00:19:45,819 你你是自带我 317 00:19:45,819 --> 00:19:52,140 大家应该是做27年6月份的期权对吧 318 00:19:54,000 --> 00:19:54,640 对吧 319 00:19:54,640 --> 00:20:00,400 大家应该做应该会做27年6月份或者27年1月份的期权 320 00:20:01,650 --> 00:20:06,150 那你会自带亏亏四个点左右嗯 321 00:20:06,150 --> 00:20:07,890 自带亏四个点左右 322 00:20:07,890 --> 00:20:09,789 我计算还是挺好的 323 00:20:09,789 --> 00:20:11,309 你含波动率的问题 324 00:20:11,309 --> 00:20:12,490 不是你的问题 325 00:20:12,490 --> 00:20:14,349 不也不是点位的问题 326 00:20:14,349 --> 00:20:17,980 这是一个数学模型的问题 327 00:20:17,980 --> 00:20:20,880 这是一个数学模型的问题而已 328 00:20:26,359 --> 00:20:28,180 嗯正骨没有问题 329 00:20:28,180 --> 00:20:31,839 正骨的TSM和DRAM这两个 330 00:20:31,839 --> 00:20:37,660 这个这个朋友说的这两个东西一点毛病都没有 331 00:20:38,779 --> 00:20:41,339 ♪ 为何在原地不够遨游 ♪ 332 00:20:41,339 --> 00:20:44,670 ♪ 就让它沙滩里戏水 ♪ 333 00:20:45,670 --> 00:20:47,210 ♪ 那次得你冒险 ♪ 334 00:20:47,210 --> 00:20:49,069 ♪ 半夜上山争拗中 ♪ 335 00:20:49,069 --> 00:20:52,230 ♪ 队友不想残留 ♪ 336 00:20:53,029 --> 00:20:56,089 ♪ 那时其实尝尽真正自由 ♪ 337 00:20:56,089 --> 00:20:59,230 ♪ 但又感到没趣 ♪ 338 00:21:01,220 --> 00:21:03,059 要真买正骨的赶紧去啊 339 00:21:04,579 --> 00:21:05,980 要真买正骨的赶紧去啊 340 00:21:05,980 --> 00:21:12,609 OK世上有不要一次性打满仓啊 341 00:21:13,410 --> 00:21:14,529 你自己打满仓 342 00:21:14,529 --> 00:21:15,650 这个是记忆的问题 343 00:21:16,769 --> 00:21:19,690 没有仓位的同学完全可以去建一个仓 344 00:21:20,949 --> 00:21:24,828 今年没买的定位不就来了吗 345 00:21:28,289 --> 00:21:29,130 ♪ 曾迷途 ♪ 346 00:21:29,130 --> 00:21:30,329 ♪ 才怕追不上 ♪ 347 00:21:30,329 --> 00:21:32,509 ♪ 满街赶路人 ♪ 348 00:21:32,509 --> 00:21:33,670 ♪ 无人理睬 ♪ 349 00:21:33,670 --> 00:21:35,829 ♪ 如何求生 ♪ 350 00:21:36,109 --> 00:21:38,289 ♪ 顽童大了没那么笨 ♪ 351 00:21:38,289 --> 00:21:40,650 ♪ 可以聚焦于后座两途 ♪ 352 00:21:40,650 --> 00:21:42,630 ♪ 然后同沐浴温泉 ♪ 353 00:21:42,630 --> 00:21:45,174 ♪ 为何在雨伞外独行 ♪ 354 00:21:52,059 --> 00:21:54,599 ♪ 这么多好去处 ♪ 355 00:21:54,599 --> 00:21:58,519 ♪ 漫游到独家村去探谁 ♪ 356 00:21:59,039 --> 00:22:00,200 两倍做多了什么 357 00:22:04,160 --> 00:22:05,519 各位同学 358 00:22:06,709 --> 00:22:08,048 ♪ 换够几个岁 ♪ 359 00:22:08,048 --> 00:22:09,348 ♪ 仿到达交通 ♪ 360 00:22:09,348 --> 00:22:11,388 ♪ 仿似一路飞奔 ♪ 361 00:22:11,388 --> 00:22:15,759 七八十岁正骨的同学可以去哦 362 00:22:17,160 --> 00:22:18,929 刚才就说了嗯 363 00:22:19,288 --> 00:22:22,128 两倍的可以吧 364 00:22:22,128 --> 00:22:23,808 我不太知道诶 365 00:22:23,808 --> 00:22:26,648 如果磨损出来的话 366 00:22:28,369 --> 00:22:30,150 短期应该还行 367 00:22:30,150 --> 00:22:31,410 不过要分批 368 00:22:31,410 --> 00:22:32,799 不能全仓 369 00:22:32,799 --> 00:22:38,559 不能券商做DIN的正骨同学可以去做SMH的期权 370 00:22:38,559 --> 00:22:42,740 同学可以去看到没有没有加的 371 00:22:42,740 --> 00:22:43,500 赶紧去 372 00:22:43,500 --> 00:22:46,388 赶紧退出直播直播间去 373 00:22:46,388 --> 00:22:48,828 你有没有哎 374 00:22:48,828 --> 00:22:50,749 你这周直播间去啊 375 00:22:50,749 --> 00:22:51,929 没没有 376 00:22:51,929 --> 00:22:52,949 你要没有底仓 377 00:22:52,949 --> 00:22:53,749 没有底仓 378 00:22:53,749 --> 00:22:54,628 赶紧去啊 379 00:22:54,628 --> 00:22:57,940 你看你看都走的像像对吧 380 00:23:02,420 --> 00:23:04,779 这正骨完全可以去啊 381 00:23:10,039 --> 00:23:11,279 ♪ Hey yeah ♪ 382 00:23:11,279 --> 00:23:11,759 ♪ Yeah ♪ 383 00:23:11,759 --> 00:23:13,220 ♪ Yeah ♪ 384 00:23:24,220 --> 00:23:25,240 ♪ 亲爱的 ♪ 385 00:23:25,240 --> 00:23:26,819 ♪ 等遍所有绿灯 ♪ 386 00:23:26,819 --> 00:23:29,299 ♪ 还是让自己疯一下 ♪ 387 00:23:29,299 --> 00:23:32,469 ♪ 要紧马路 ♪ 388 00:23:32,469 --> 00:23:34,729 那那就做那个活 389 00:23:34,729 --> 00:23:36,480 ♪ 因你行 ♪ 390 00:23:36,920 --> 00:23:37,859 那没办法 391 00:23:37,859 --> 00:23:38,679 从何时 392 00:23:40,519 --> 00:23:43,509 那没办法了嗯 393 00:23:44,829 --> 00:23:52,069 你可以试一下两倍的一个两倍的一个 394 00:23:57,430 --> 00:23:59,349 费城半导体那一个 395 00:24:00,349 --> 00:24:05,069 我觉我个人还是觉得三倍的倍半磨损太高了 396 00:24:06,549 --> 00:24:09,174 磨损不是开玩笑 397 00:24:10,920 --> 00:24:12,059 顽童大了 398 00:24:12,059 --> 00:24:13,180 ♪ 别再追问 ♪ 399 00:24:13,180 --> 00:24:14,740 ♪ 可以任我走 ♪ 400 00:24:14,740 --> 00:24:18,720 ♪ 怎么到头来又随着大队走 ♪ 401 00:24:20,200 --> 00:24:24,319 绑架还是不要真的不要不要太太空存储 402 00:24:25,480 --> 00:24:26,759 不要跟 403 00:24:27,890 --> 00:24:32,349 不要看太看空存储存储是不应该在短期能够看空的 404 00:24:32,349 --> 00:24:34,250 基本面是不支撑他的 405 00:24:34,250 --> 00:24:35,250 看空了 406 00:24:35,250 --> 00:24:38,609 根本不可能支撑他的开空 407 00:24:41,500 --> 00:24:43,960 做正骨的同学完全去做就行 408 00:24:43,960 --> 00:24:45,500 做期权的同学的话 409 00:24:45,500 --> 00:24:47,940 我个人建议是等一下 410 00:24:48,579 --> 00:24:52,619 因为含波动率的问题会比较严重 411 00:25:02,240 --> 00:25:03,640 知道吗 412 00:25:07,720 --> 00:25:11,319 嗯刚刚吃完饭回来 413 00:25:12,549 --> 00:25:15,990 刚刚才吃完饭回来够 414 00:25:15,990 --> 00:25:18,829 我没有后顾野性 415 00:25:20,029 --> 00:25:21,430 傍晚 416 00:25:22,700 --> 00:25:25,200 十眼也七岁时 417 00:25:25,200 --> 00:25:27,740 ♪ 日无多方不敢退 ♪ 418 00:25:27,740 --> 00:25:31,680 我先说为啥为为什么上次应该没说明白 419 00:25:31,680 --> 00:25:32,680 为什么不做 420 00:25:32,680 --> 00:25:34,829 你现在做云厂商 421 00:25:35,069 --> 00:25:37,380 第一个感 422 00:25:37,740 --> 00:25:42,980 目前这个世界上哎呀这个dim的七正骨有没有做啊 423 00:25:42,980 --> 00:25:46,380 朋友们有做吗 424 00:25:46,380 --> 00:25:47,359 做了的话 425 00:25:47,359 --> 00:25:50,640 应该现在应该很棒了吧 426 00:25:50,640 --> 00:25:55,349 ♪ 看个个也妒忌仍不怎 ♪ 427 00:25:55,349 --> 00:25:56,630 是不是应该很棒啊 428 00:25:56,630 --> 00:25:58,589 宝宝宝贝啊 429 00:26:01,150 --> 00:26:02,589 对吧 430 00:26:03,599 --> 00:26:04,640 做了的话 431 00:26:04,640 --> 00:26:05,680 今天做了的话 432 00:26:05,680 --> 00:26:06,440 做正骨 433 00:26:06,440 --> 00:26:07,440 第二遍 434 00:26:07,440 --> 00:26:12,719 扣个一做期权的艾特麦或者做期权的半导体的话扣二 435 00:26:12,719 --> 00:26:14,239 我看看有多少 436 00:26:17,679 --> 00:26:20,660 标赚了多少啊 437 00:26:20,660 --> 00:26:23,500 是不是应该今天能够做到这个差价了 438 00:26:23,500 --> 00:26:25,779 竟偷偷松了 439 00:26:25,779 --> 00:26:28,888 为何用到尽了嗯 440 00:26:28,888 --> 00:26:31,880 你会发现有问你 441 00:26:31,880 --> 00:26:33,960 你你不追高的情况下 442 00:26:33,960 --> 00:26:38,119 你的每一笔的操作的开仓就是一个很好的结果来的 443 00:26:38,119 --> 00:26:44,589 他不至于让你说你加完之后就马上被套了十多20个点 444 00:26:44,589 --> 00:26:48,329 这种操作你从一开始你就要如果有这种操作的朋友 445 00:26:48,329 --> 00:26:49,609 可能要反想一想 446 00:26:49,609 --> 00:26:54,380 你的这个操作是不是本身他就已经是一个你太心急了 447 00:26:57,400 --> 00:26:58,720 我待会我会说一下 448 00:26:58,720 --> 00:27:01,799 为什么我会叫你们做DRM的正骨 449 00:27:01,799 --> 00:27:05,779 然后为什么今天我会我会让你们也有正股 450 00:27:05,779 --> 00:27:06,619 大有期权啊 451 00:27:06,619 --> 00:27:07,920 为什么我会分开来 452 00:27:07,920 --> 00:27:10,160 我们先做完这个对吧 453 00:27:10,160 --> 00:27:12,980 先把这个东西袋放进自己口袋 454 00:27:12,980 --> 00:27:14,809 那么剩下其他再说 455 00:27:14,809 --> 00:27:23,148 ♪ OK曾付出几多心跳来换取一堆堆的发票 ♪ 456 00:27:23,148 --> 00:27:27,549 仍直间命中减少几秒 457 00:27:27,549 --> 00:27:31,839 ♪ 多买一只表秒出 ♪ 458 00:27:31,839 --> 00:27:33,690 ♪ 捉得紧了 ♪ 459 00:27:33,690 --> 00:27:37,390 ♪ 而皮肤竟偷偷松了 ♪ 460 00:27:37,390 --> 00:27:39,549 为何用到尽了 461 00:27:39,549 --> 00:27:43,035 ♪ 至知哪样紧要 ♪ 462 00:27:44,759 --> 00:27:46,138 记住那关 463 00:27:46,138 --> 00:27:47,778 尤其是没有真的 464 00:27:47,778 --> 00:27:54,638 尤其尤其是没有任何DRAM或者是存储的一个底仓的同学 465 00:27:56,078 --> 00:27:57,818 今天在没有出 466 00:27:57,818 --> 00:28:02,509 没有什么没有涨破73块五的情况下 467 00:28:02,509 --> 00:28:04,328 都是可以建仓的 468 00:28:04,328 --> 00:28:09,609 OK没有没有涨破73块五之前都是可以健康的 469 00:28:09,609 --> 00:28:11,759 73块五之痛 470 00:28:14,359 --> 00:28:17,710 你的预期就要放低DAM 471 00:28:17,710 --> 00:28:24,259 因为我我喜欢用DM是因为DM其实本身的波动其实是比较大 472 00:28:24,259 --> 00:28:29,859 ♪ 灵魂若变卖了上链也没心跳 ♪ 473 00:28:31,279 --> 00:28:34,799 ♪ 人或金都不紧要 ♪ 474 00:28:34,799 --> 00:28:37,839 ♪ 谁做鸡心一样了 ♪ 475 00:28:37,839 --> 00:28:39,500 ♪ 计划了照做了 ♪ 476 00:28:39,500 --> 00:28:43,519 ♪ 得到了时间却太少 ♪ 477 00:28:43,519 --> 00:28:45,420 ♪ No no no no ♪ 478 00:28:46,380 --> 00:28:47,519 如果你是今天 479 00:28:47,519 --> 00:28:49,660 你是今天建了底仓的话 480 00:28:49,660 --> 00:28:51,519 拿着懂吗 481 00:28:51,519 --> 00:28:54,279 拿着昂贵 482 00:28:54,279 --> 00:28:58,299 是这你拿着我觉脸 483 00:29:00,660 --> 00:29:05,180 在时计里看破一生 484 00:29:07,339 --> 00:29:11,259 你看你看这个是吧 485 00:29:12,279 --> 00:29:15,519 我应该是在这里的时候对吧 486 00:29:15,519 --> 00:29:19,710 在这里的时候应该是开直播间说的 487 00:29:21,809 --> 00:29:24,230 因为一旦一旦抛压结束之后 488 00:29:24,230 --> 00:29:25,509 你看期权的量 489 00:29:25,509 --> 00:29:27,269 包括你的成交量的话 490 00:29:27,269 --> 00:29:30,109 你会发现其实抛压已经结束了 491 00:29:30,109 --> 00:29:32,230 懂吧抛压结束了 492 00:29:32,230 --> 00:29:33,690 你抛要结束的情况下 493 00:29:34,730 --> 00:29:37,369 你去看整个他的买卖情况 494 00:29:37,369 --> 00:29:40,750 你会发现诶好像对吧 495 00:29:40,750 --> 00:29:42,819 能做没有这么多卖了 496 00:29:42,819 --> 00:29:44,579 本质上不是没有这么多 497 00:29:44,579 --> 00:29:46,880 麦是上了车的 498 00:29:46,880 --> 00:29:48,779 就已经买了的人 499 00:29:48,779 --> 00:29:50,950 他没有这么多卖 500 00:29:51,390 --> 00:29:54,150 卖盘变少了一点点 501 00:29:54,150 --> 00:29:56,869 买盘就能够把它涌上去了 502 00:30:00,599 --> 00:30:02,160 如果你是没你 503 00:30:02,160 --> 00:30:03,509 你看没 504 00:30:03,509 --> 00:30:05,130 如果你是没你 505 00:30:05,130 --> 00:30:07,630 你看没有底仓的同学 506 00:30:07,630 --> 00:30:10,299 你做的是DM的正股 507 00:30:10,299 --> 00:30:12,789 那今天不是应该卖的 508 00:30:12,789 --> 00:30:17,470 OK今天如果你是买了DRA你就应该拿着的 509 00:30:19,869 --> 00:30:22,240 嗯面对世界全错 510 00:30:22,240 --> 00:30:25,279 ♪ 知知情爱记也靠皮餐 ♪ 511 00:30:25,279 --> 00:30:26,660 ♪ 胆怯梦想 ♪ 512 00:30:26,660 --> 00:30:29,039 ♪ 素番才退变迁 ♪ 513 00:30:30,400 --> 00:30:32,240 我我待会我待会再说 514 00:30:32,240 --> 00:30:36,960 为什么我今天会也会让你们去做这个 515 00:30:37,489 --> 00:30:42,888 只因我吹动弹电影幻想系装似太抱歉 516 00:30:42,888 --> 00:30:45,648 ♪ 什么什么都小意思 ♪ 517 00:30:45,648 --> 00:30:46,689 ♪ 笑一笑 ♪ 518 00:30:46,689 --> 00:30:48,519 我无意没有群 519 00:30:48,519 --> 00:30:49,419 不会有群 520 00:30:49,419 --> 00:30:51,439 也不会开什么群 521 00:30:51,439 --> 00:30:55,969 任何的东西都是你可以理解为就是天灯 522 00:30:55,969 --> 00:30:59,269 采访都是这样公平的提供给大家的 523 00:30:59,269 --> 00:31:01,799 ♪ 愿放心苦恼 ♪ 524 00:31:01,799 --> 00:31:04,599 ♪ 事大到火声更大 ♪ 525 00:31:04,599 --> 00:31:05,099 ♪ 荡 ♪ 526 00:31:05,099 --> 00:31:06,849 ♪ 系讽刺 ♪ 527 00:31:06,849 --> 00:31:08,490 ♪ 浮到苦尽 ♪ 528 00:31:08,490 --> 00:31:11,099 ♪ 高谈岁月 ♪ 529 00:31:26,819 --> 00:31:29,779 DRAM去到73块五的时候 530 00:31:29,779 --> 00:31:32,220 你的预期一定要放低 531 00:31:32,220 --> 00:31:34,759 你的你的预期一定要放低 532 00:31:34,759 --> 00:31:36,140 73块五 533 00:31:36,140 --> 00:31:37,400 预期一定要放低 534 00:31:37,400 --> 00:31:38,579 Ok 535 00:31:42,000 --> 00:31:44,980 因为一到7月73块五 536 00:31:44,980 --> 00:31:47,660 他的一个伽马就会就会变成 537 00:31:47,660 --> 00:31:51,000 变成他就被压缩掉 538 00:31:51,509 --> 00:31:54,529 他的日内挤压就会消失掉啊 539 00:31:54,529 --> 00:31:57,200 知道没有 540 00:31:57,359 --> 00:31:59,700 好像好像还没有到73块五 541 00:31:59,700 --> 00:32:01,640 73块的一个整数关口 542 00:32:01,640 --> 00:32:04,880 好像就已经有点压力了嗯 543 00:32:04,880 --> 00:32:08,039 ♪ 公司若失到个红大一只 ♪ 544 00:32:08,039 --> 00:32:12,559 ♪ 但个星仔笑大声点嗯吗 ♪ 545 00:32:15,200 --> 00:32:18,809 大家先先去先去对吧 546 00:32:19,849 --> 00:32:21,450 先去把自己账户调仓 547 00:32:21,450 --> 00:32:22,930 应该调仓怎么调仓的 548 00:32:22,930 --> 00:32:23,609 怎么样进的 549 00:32:23,609 --> 00:32:25,710 怎么样去分配仓位的 550 00:32:25,710 --> 00:32:26,369 先去做完 551 00:32:26,369 --> 00:32:31,109 做完我们再你看很快大概大概应该是还有10分钟 552 00:32:31,109 --> 00:32:35,700 10:30之后的盘面就没有太多的一个波动了 553 00:32:35,700 --> 00:32:42,809 惩罚就全部就不会说像是这样直接V上去了 554 00:32:42,809 --> 00:32:44,089 这是一个基本的预期 555 00:32:44,089 --> 00:32:50,099 在的就是就是由于日内的一个就日内的交易量 556 00:32:50,099 --> 00:32:57,319 所他就决定了他的交易量过渡期过度集中在开盘之后的一个前10分钟 557 00:32:57,319 --> 00:33:00,019 前不前自呃 558 00:33:00,019 --> 00:33:05,299 前一个小时你会有期往事对该挂的也挂好了 559 00:33:05,299 --> 00:33:06,259 该买也买好了 560 00:33:06,259 --> 00:33:10,679 已经基本上你基本上今天的这个操作基本上对吧 561 00:33:10,679 --> 00:33:12,358 该该吃的也吃 562 00:33:12,358 --> 00:33:16,960 日日内的这种交易该OK也OK了 563 00:33:16,960 --> 00:33:20,509 再到待会我待会我呃 564 00:33:20,509 --> 00:33:23,470 10:30我会说一下我今天为什么这样做 565 00:33:23,470 --> 00:33:25,930 OK我们为什么要这样做 566 00:33:26,920 --> 00:33:29,240 ♪ 再分享之前 ♪ 567 00:33:29,640 --> 00:33:33,420 ♪ 把千斤草化作全部过 ♪ 568 00:33:33,420 --> 00:33:37,200 ♪ 过自放弃所有事 ♪ 569 00:33:37,200 --> 00:33:39,319 ♪ 提起歌声更大 ♪ 570 00:33:39,319 --> 00:33:40,940 ♪ 当迷粉刺 ♪ 571 00:33:41,940 --> 00:33:43,880 ♪ 愿每一日亦留恋 ♪ 572 00:34:18,519 --> 00:34:20,639 嗯这是额期权 573 00:34:20,639 --> 00:34:25,539 看看就是从DRM的这种期权结构来看的话 574 00:34:25,539 --> 00:34:28,150 他会在73块钱的关口 575 00:34:28,150 --> 00:34:29,230 它会有什么 576 00:34:29,230 --> 00:34:30,829 它会有一个比较 577 00:34:30,829 --> 00:34:34,728 它是会有一个比较大的一个弃权强 578 00:34:34,728 --> 00:34:36,469 然后到73块五 579 00:34:36,469 --> 00:34:38,429 73块这两个关口 580 00:34:38,429 --> 00:34:40,289 73块过了之后呢 581 00:34:40,289 --> 00:34:43,230 73块五就是一个比较大的了 582 00:34:43,230 --> 00:34:47,469 基本上如果今天从68块钱充到75块钱 583 00:34:47,469 --> 00:34:49,210 这个难度很大啊 584 00:34:49,210 --> 00:34:51,150 不73块五非常难度大 585 00:34:51,150 --> 00:34:56,528 所以73块五后面的话你的盈利的概率就变得特别小了 586 00:34:56,528 --> 00:34:57,688 所以我是不建议 587 00:34:57,688 --> 00:34:58,829 如果你是期权 588 00:34:58,829 --> 00:35:04,050 因为期权的问题是因为还包括隐含波动率这种问题在的 589 00:35:04,050 --> 00:35:06,690 所以我今天是反而是建议做s math 590 00:35:06,690 --> 00:35:08,318 OK做s math 591 00:35:08,318 --> 00:35:11,318 然后做一正做正轨就无所谓了 592 00:35:11,318 --> 00:35:13,179 怎么就正轨无所谓了 593 00:35:13,179 --> 00:35:17,699 然后斑驳为什么要做SMH 594 00:35:17,699 --> 00:35:19,639 为什么不做其他不做光 595 00:35:19,639 --> 00:35:21,480 为什么不做其他其他的 596 00:35:21,480 --> 00:35:23,059 反而要做s math呢 597 00:35:23,059 --> 00:35:24,409 也不做英特尔呢 598 00:35:24,409 --> 00:35:29,429 是因为最后听期权之间的就是期权结构 599 00:35:29,429 --> 00:35:36,059 包括每个个股现在的一个压注情况是完全不一样的 600 00:35:36,059 --> 00:35:39,800 比如说像光他的压铸非常一般 601 00:35:39,800 --> 00:35:42,280 就是资金的推动推动呢 602 00:35:42,280 --> 00:35:45,400 就是那种推动就特别一般了 603 00:35:45,400 --> 00:35:47,079 特别特别一般了 604 00:35:47,079 --> 00:35:53,710 然后像台积电这种其实也一般也一般可以做 605 00:35:53,710 --> 00:35:54,429 也一般 606 00:35:54,429 --> 00:35:56,849 现在反而是压住呃 607 00:35:56,849 --> 00:35:57,550 费半 608 00:35:57,550 --> 00:36:02,940 尤其是三倍做多的费半这种杠杆内杠杆的费半 609 00:36:02,940 --> 00:36:06,059 还有s math这种会非常多人做 610 00:36:06,059 --> 00:36:10,978 就是我我已经不知道轮动就不停轮动的话 611 00:36:10,978 --> 00:36:12,818 我容易半导体内部轮动 612 00:36:12,818 --> 00:36:14,478 我容易两边挨打呀 613 00:36:14,478 --> 00:36:15,858 我不停调仓的话 614 00:36:15,858 --> 00:36:19,949 所以要不直接干指数轨迹改变强 615 00:36:19,949 --> 00:36:21,789 然后充电有什么内容 616 00:36:21,789 --> 00:36:24,070 充电的话会有我的 617 00:36:24,070 --> 00:36:25,670 因为我我买入之前 618 00:36:25,670 --> 00:36:29,650 我不是说呃心血来潮就一下子就买了 619 00:36:29,650 --> 00:36:31,309 我在买入某个东西之前 620 00:36:31,309 --> 00:36:33,329 我一定要看看哪些能买 621 00:36:33,329 --> 00:36:34,619 哪些不能买 622 00:36:34,619 --> 00:36:36,619 那么充电有很多内容 623 00:36:36,619 --> 00:36:41,079 就是就是这个你可以理解为它是我操作的一个预告 624 00:36:41,079 --> 00:36:42,400 具体什么操作 625 00:36:42,400 --> 00:36:44,800 具体操怎啥时候操作呢 626 00:36:44,800 --> 00:36:47,929 我都会在公共频道免费的 627 00:36:47,929 --> 00:36:49,610 然后美国还能买吗 628 00:36:49,610 --> 00:36:51,070 说马上有财报 629 00:36:51,070 --> 00:36:53,269 这个就是最大问题 630 00:36:55,358 --> 00:36:59,820 呃逆过天都帮你去对嗯 631 00:36:59,820 --> 00:37:02,159 ♪ 怪不应我 ♪ 632 00:37:03,300 --> 00:37:06,599 哦慢一点点慢一点点 633 00:37:06,599 --> 00:37:09,360 自自动做期权 634 00:37:09,360 --> 00:37:11,539 因为我我个人是做期权的嘛 635 00:37:11,539 --> 00:37:13,699 所以做期权的话我就不建议了 636 00:37:13,699 --> 00:37:18,800 尤其尤其你看我看刚刚才大家说的就是73块五 637 00:37:18,800 --> 00:37:22,050 就今天73块五是个顶 638 00:37:22,409 --> 00:37:23,150 懂吗 639 00:37:23,150 --> 00:37:25,429 今天73块五是个顶 640 00:37:25,429 --> 00:37:26,550 是个天花的 641 00:37:26,550 --> 00:37:28,139 顶是买不了的 642 00:37:28,139 --> 00:37:31,460 DM你对照的所有的美光也好 643 00:37:31,460 --> 00:37:35,269 他是一个顶K73块五 644 00:37:35,269 --> 00:37:37,269 如果你今天做了的话 645 00:37:37,269 --> 00:37:45,500 就意味着你的今天你的账面如果你想要赚钱的概率不足5% 646 00:37:50,820 --> 00:37:53,579 这是由交易系统决定的 647 00:38:16,599 --> 00:38:17,719 没有这么糟糕 648 00:38:19,239 --> 00:38:24,320 市场不是因为宏观的因素而导致下跌的 649 00:38:24,320 --> 00:38:27,440 是由交易导致下跌的 650 00:38:31,219 --> 00:38:34,420 放留在漫画一角 651 00:38:34,420 --> 00:38:38,519 为何望母亲一眼就愉快 652 00:38:42,440 --> 00:38:46,400 甚至有很多同学说我要不要去博弈一下 653 00:38:46,880 --> 00:38:53,010 我是不是要去博弈一下其他一些高配打的一个股票 654 00:38:53,010 --> 00:38:55,690 就是那种什么英特尔呀 655 00:38:55,690 --> 00:38:57,110 奇奇怪怪的这东西 656 00:38:57,110 --> 00:39:04,650 我个人建议是不要不要嗯对6月份 657 00:39:04,650 --> 00:39:09,639 因为7月份是美股市场传统的强势月份 658 00:39:09,639 --> 00:39:11,159 有七八个月份 659 00:39:11,159 --> 00:39:13,719 他是一个比较强强势的月份 660 00:39:13,719 --> 00:39:15,440 而从概率上来说 661 00:39:15,440 --> 00:39:18,358 7月份是一个很好的一个月份来着 662 00:39:18,358 --> 00:39:22,018 当然我们不能按照过往的历史经验 663 00:39:22,018 --> 00:39:23,579 这会害了人 664 00:39:23,579 --> 00:39:27,619 只能说呢现在是因为股和债 665 00:39:27,619 --> 00:39:31,130 他们之间股涨得太好了懂吗 666 00:39:31,130 --> 00:39:32,409 股涨得太好了 667 00:39:32,409 --> 00:39:34,630 然后股债之间不平衡 668 00:39:34,630 --> 00:39:35,949 养老金呀 669 00:39:35,949 --> 00:39:39,380 包括一些呃主权基金啊 670 00:39:39,380 --> 00:39:41,599 他们必须要去再平衡 671 00:39:41,599 --> 00:39:45,139 他们必须要卖出股票去买入债券 672 00:39:45,139 --> 00:39:47,590 那么这个过程之中呢 673 00:39:47,869 --> 00:39:49,170 我们都知道 674 00:39:49,170 --> 00:39:51,230 那你你你知道我也知道 675 00:39:51,230 --> 00:39:52,829 我肯定不是最新一个知道 676 00:39:52,829 --> 00:39:54,489 那肯定会提前交易 677 00:39:54,489 --> 00:39:57,239 现在呢就是在提前交易 678 00:39:57,239 --> 00:40:00,480 等到月末他们再平衡的时候 679 00:40:00,480 --> 00:40:01,760 反而是什么 680 00:40:01,760 --> 00:40:03,119 反而是调转过来 681 00:40:03,119 --> 00:40:04,679 反而是股票在涨 682 00:40:04,679 --> 00:40:06,170 债券在跌 683 00:40:06,170 --> 00:40:09,929 那就这样在卖债券再买股票 684 00:40:09,929 --> 00:40:11,170 而反过来了 685 00:40:11,170 --> 00:40:13,409 因为已经提前交易了 686 00:40:13,409 --> 00:40:19,659 这个东西你可以理解为是今天盘中或者是在开盘30分钟 687 00:40:19,659 --> 00:40:21,280 开盘之后30分钟 688 00:40:21,280 --> 00:40:23,300 这些都是在平衡 689 00:40:23,300 --> 00:40:24,920 提前再平 690 00:40:24,920 --> 00:40:30,980 提前交易再平衡这个东西就像呃我有一则动动态也会说了 691 00:40:31,079 --> 00:40:37,860 就是现在已经不再交易任何关于战争OK的一个消息 692 00:40:37,860 --> 00:40:39,960 OK知道吗 693 00:40:40,159 --> 00:40:45,719 现在已经没有交易任何关于这个嗯这个冲突吧 694 00:40:45,719 --> 00:40:49,320 是个海峡开放不开放这个东西 695 00:40:49,320 --> 00:40:50,719 知道吗 696 00:40:51,489 --> 00:40:53,969 不会不会直到月末的 697 00:40:53,969 --> 00:40:55,389 不会直到月末的 698 00:40:55,389 --> 00:40:59,730 OK他会在很短的时间会集中交易的 699 00:40:59,730 --> 00:41:01,429 因为这个是突发事件的话 700 00:41:01,429 --> 00:41:03,619 他必须要集中交易的 701 00:41:03,619 --> 00:41:05,179 必须要集中交易 702 00:41:05,179 --> 00:41:13,199 然后我怎么大家已经可以无需关注任何关于海峡开通 703 00:41:13,199 --> 00:41:16,820 石油的一个什么的一个利好消息 704 00:41:16,820 --> 00:41:19,139 这个没有任何的交易的必要了 705 00:41:19,139 --> 00:41:21,179 已经完全定价了 706 00:41:21,179 --> 00:41:23,760 还有一个什么没有没有定价 707 00:41:23,760 --> 00:41:30,289 第一个9月的加息和不加息的概率没有定价 708 00:41:30,889 --> 00:41:31,710 知道吗 709 00:41:31,710 --> 00:41:38,599 这个是在后面几个月或者今年下半年交易的一个最重要的点 710 00:41:38,599 --> 00:41:42,400 因为现在市场是定价加息的 711 00:41:43,480 --> 00:41:46,110 如果市场十 712 00:41:46,110 --> 00:41:47,030 因为油价 713 00:41:47,030 --> 00:41:50,010 你看油价已经走向下跌通道 714 00:41:50,010 --> 00:41:54,070 包括债券已经也是下跌通道的话 715 00:41:54,070 --> 00:41:58,898 那加息这个东西可能会这个预期可能会什么松动 716 00:41:58,898 --> 00:42:02,398 这就是推动美股下半年涨 717 00:42:02,398 --> 00:42:05,329 还有半导体业绩 718 00:42:05,329 --> 00:42:07,849 还有云厂商的KAPEX 719 00:42:07,849 --> 00:42:13,889 这三个东西是推动今年下半年涨的最大推动手 720 00:42:22,300 --> 00:42:24,940 所以你可以你们了解一下消息面 721 00:42:24,940 --> 00:42:30,050 你会发现其实昨天和今天的小米是好的呀 722 00:42:30,050 --> 00:42:35,498 你看海峡是不是又是不是签订了一个备忘录了对吧 723 00:42:35,498 --> 00:42:38,259 你可以签订了协议 724 00:42:38,259 --> 00:42:41,329 由油也在下跌对吧 725 00:42:43,489 --> 00:42:44,068 还有什么 726 00:42:44,068 --> 00:42:46,690 还有那一个半导体业绩IO 727 00:42:47,690 --> 00:42:48,329 所以 728 00:42:50,409 --> 00:42:51,869 干嘛提前交易 729 00:42:51,869 --> 00:42:53,489 仅此而已 730 00:42:53,690 --> 00:42:55,130 然后提前交易 731 00:42:55,130 --> 00:42:57,570 然后催生了杠杆的一系列的反应 732 00:42:57,570 --> 00:42:59,108 都是机器人交易的 733 00:42:59,108 --> 00:43:00,449 开盘开这么低 734 00:43:00,449 --> 00:43:01,469 然后下半 735 00:43:01,469 --> 00:43:03,389 然后下半怎么看 736 00:43:03,389 --> 00:43:04,188 美元指数 737 00:43:04,188 --> 00:43:08,449 美元指数会在100块钱上下波动 738 00:43:08,449 --> 00:43:09,550 十块钱左右 739 00:43:11,989 --> 00:43:15,820 ♪ 吧今天竟刻得出那睿智 ♪ 740 00:43:15,820 --> 00:43:17,730 ♪ 越来越记挂 ♪ 741 00:43:17,730 --> 00:43:20,550 ♪ 开始时捱一些苦 ♪ 742 00:43:20,550 --> 00:43:21,130 知道吗 743 00:43:21,130 --> 00:43:26,510 痛绝处的花就是美元指数会在100块钱波动上下波动 744 00:43:26,510 --> 00:43:29,739 十块钱上限是110 745 00:43:29,739 --> 00:43:31,280 下限是90块钱 746 00:43:31,280 --> 00:43:34,099 他会在这里波动的那 747 00:43:37,099 --> 00:43:40,719 就是因为这是因为在在什么交交易方面呢 748 00:43:40,719 --> 00:43:45,980 他是因为货币的交易就是国际贸易 749 00:43:45,980 --> 00:43:47,340 货币交易 750 00:43:47,340 --> 00:43:51,659 还有美联储的一个政策 751 00:43:52,000 --> 00:43:54,380 他是会在100块钱上下波动 752 00:43:54,380 --> 00:43:56,568 十块钱美元指数 753 00:43:56,568 --> 00:43:59,829 然后下半年有什么特别值得关注的板块 754 00:43:59,829 --> 00:44:04,648 下半年还是只关注什么半导体 755 00:44:05,150 --> 00:44:10,099 ♪ 下半生竟再开河入迷的 ♪ 756 00:44:10,099 --> 00:44:11,989 ♪ 终于醒觉 ♪ 757 00:44:12,269 --> 00:44:15,289 ♪ 移走最后的死角 ♪ 758 00:44:15,289 --> 00:44:18,409 ♪ 用痛苦烘托欢乐 ♪ 759 00:44:18,409 --> 00:44:20,849 ♪ 让如今将染浅 ♪ 760 00:44:20,849 --> 00:44:24,489 ♪ 望如爱探协作 ♪ 761 00:44:24,489 --> 00:44:29,489 ♪ 就像我一直停向要从未沾湿眼角 ♪ 762 00:44:29,489 --> 00:44:32,690 ♪ 仔细地看神坛里木纹 ♪ 763 00:44:32,690 --> 00:44:36,619 ♪ 什么精巧也不觉 ♪ 764 00:44:37,340 --> 00:44:39,940 今年下半年是交易半导体的时候 765 00:44:39,940 --> 00:44:41,778 还是半导体 766 00:44:41,778 --> 00:44:45,838 OK因为8月份他会有什么 767 00:44:45,838 --> 00:44:51,239 8月份会有额海力士的上市 768 00:44:51,239 --> 00:44:56,039 还有可能下半年可能会半导体还是一个主线 769 00:44:56,039 --> 00:44:59,380 存储是一个爱一世风嗯 770 00:44:59,380 --> 00:45:03,099 占据下半年一半时间炒作的一个东西 771 00:45:03,099 --> 00:45:09,289 然后后面半年应该是炒作OpenAI和android的上市这两个东西 772 00:45:09,289 --> 00:45:16,199 可是半导体呢还是一个围绕着整个下半年的一个主线在的好吗 773 00:45:20,478 --> 00:45:21,699 然后纯 774 00:45:21,699 --> 00:45:25,010 然后呃像是软件股 775 00:45:25,010 --> 00:45:26,289 软件股的话 776 00:45:26,289 --> 00:45:32,019 它的嗯啊干嘛 777 00:45:33,260 --> 00:45:35,420 没有软件股 778 00:45:35,420 --> 00:45:39,320 想要赚钱的第一个第一个要点就是什么样 779 00:45:39,320 --> 00:45:40,659 就是 780 00:45:42,980 --> 00:45:45,230 token的价格一定要下降 781 00:45:45,230 --> 00:45:46,869 你token好贵啊 782 00:45:46,869 --> 00:45:49,269 现在token的价格这么贵的时候 783 00:45:49,269 --> 00:45:52,809 你软件股不可能能赚钱的 784 00:45:52,809 --> 00:45:58,869 因为半导体的稀缺性在定价权不在软件厂商 785 00:45:58,869 --> 00:46:06,940 定价权在ENROIT和OpenAI这两个这两个大语言模型的一个厂的公司 786 00:46:06,940 --> 00:46:08,079 还在什么 787 00:46:08,079 --> 00:46:10,250 还在半导体上面 788 00:46:10,250 --> 00:46:13,349 定价权是在这两个定价权也不在云厂商 789 00:46:13,349 --> 00:46:15,949 定价权也不在那一些SARS软件 790 00:46:15,949 --> 00:46:18,619 也不在IHB那些软件知道吗 791 00:46:18,619 --> 00:46:20,619 得太匆 792 00:46:24,659 --> 00:46:26,099 只关注半导体 793 00:46:26,099 --> 00:46:27,599 并不是从期权结构 794 00:46:27,599 --> 00:46:31,059 因为期权还没有交易的这么厚啊 795 00:46:31,059 --> 00:46:32,440 期权可能就交易 796 00:46:32,440 --> 00:46:35,690 下个月就是只关注半导体 797 00:46:35,690 --> 00:46:38,150 是因为KPEX的问题 798 00:46:38,150 --> 00:46:38,769 知道吗 799 00:46:38,769 --> 00:46:40,559 KPEX的问题 800 00:46:40,920 --> 00:46:43,280 因为caPs的问题 801 00:46:53,980 --> 00:46:56,760 那我们再讲4分钟 802 00:46:56,760 --> 00:46:59,940 我们就结束好了 803 00:47:02,880 --> 00:47:07,820 正骨的同学今天做了也做了对吧 804 00:47:07,820 --> 00:47:12,789 今天做了也做了呃啊看见我 805 00:47:12,789 --> 00:47:14,730 我现在看见DRM有回调啊 806 00:47:14,730 --> 00:47:16,650 基本上回调一个均线 807 00:47:16,650 --> 00:47:18,650 均线也也也差不多了 808 00:47:18,650 --> 00:47:22,369 就是说今天大概结束的时候 809 00:47:22,369 --> 00:47:25,420 大家如果这样做的话 810 00:47:25,780 --> 00:47:27,780 大概率都是对吧 811 00:47:27,780 --> 00:47:30,260 最起码照面今天就挺好看的 812 00:47:31,380 --> 00:47:35,829 然后明天明天是不是明天继续 813 00:47:35,829 --> 00:47:38,289 明天才报来着啊 814 00:47:38,289 --> 00:47:39,289 我都忘了 815 00:47:39,289 --> 00:47:39,809 我都忘了 816 00:47:39,809 --> 00:47:41,010 是后天还是明天 817 00:47:42,289 --> 00:47:44,489 就是如果出财报好 818 00:47:44,489 --> 00:47:46,250 ♪ 让我看着你 ♪ 819 00:47:46,250 --> 00:47:47,809 那没招了对吧 820 00:47:47,809 --> 00:47:49,730 加不够是真没办法了 821 00:47:49,730 --> 00:47:51,849 我大家都不知道财报怎么样 822 00:47:51,849 --> 00:47:54,409 然后然后如果财报跌 823 00:47:54,409 --> 00:47:59,639 咖啡不会跌破今天的最低点好了 824 00:47:59,639 --> 00:48:00,280 知道吗 825 00:48:00,280 --> 00:48:01,679 就是猪财报的话 826 00:48:01,679 --> 00:48:03,760 下跌不会跌破今天的最低点 827 00:48:04,880 --> 00:48:07,190 不会跌破今天的最低点 828 00:48:07,190 --> 00:48:12,949 美光财报不会跌破今天整个DM整个存储整个的最低点 829 00:48:12,949 --> 00:48:15,068 开盘的最低点 830 00:48:15,628 --> 00:48:18,608 因为今天开盘其实放的量 831 00:48:18,608 --> 00:48:20,688 抄底就抄底的人 832 00:48:20,688 --> 00:48:21,748 抄底的机构 833 00:48:21,748 --> 00:48:24,150 抄底的资金量特别多 834 00:48:24,150 --> 00:48:26,090 特别特别多 835 00:48:26,090 --> 00:48:32,119 非常难去靠着那个财报直接把今天最低点给击穿掉 836 00:48:32,119 --> 00:48:33,559 非常难啊 837 00:48:33,559 --> 00:48:34,679 非常难 838 00:48:34,679 --> 00:48:35,320 然后 839 00:48:37,519 --> 00:48:39,519 呃s math好了 840 00:48:39,519 --> 00:48:42,480 说下m s m h s math的话 841 00:48:42,480 --> 00:48:47,090 它虽现在今天跌完之后就没有到高估了 842 00:48:47,090 --> 00:48:47,670 懂吗 843 00:48:47,670 --> 00:48:48,769 没有到高估 844 00:48:48,769 --> 00:48:52,920 因为整个美美国半导体依旧是什么 845 00:48:52,920 --> 00:48:55,980 依旧是EPS推动的财报推动的 846 00:48:55,980 --> 00:49:00,019 如果明如果呃美观才财报OK的话 847 00:49:00,019 --> 00:49:05,070 那么有一部分的半导体其实它的估值是向下走的 848 00:49:05,070 --> 00:49:07,030 是因为他们的营收 849 00:49:07,030 --> 00:49:09,809 他们的公司营收基本面太好了 850 00:49:09,809 --> 00:49:11,650 所以反而是什么呀 851 00:49:11,650 --> 00:49:13,269 估值向下走了 852 00:49:13,269 --> 00:49:14,630 向下走了 853 00:49:15,909 --> 00:49:18,099 这就是一个这就是什么 854 00:49:18,099 --> 00:49:20,940 这就是一个越涨越便宜懂吗 855 00:49:20,940 --> 00:49:23,340 因为业绩太好了 856 00:49:23,469 --> 00:49:26,909 大家只要知道这一点就可以嗯 857 00:49:28,190 --> 00:49:34,199 然后还有说一下就是哦说一下啊 858 00:49:35,539 --> 00:49:37,280 哦我说一下啊 859 00:49:37,280 --> 00:49:39,030 对还有说一下 860 00:49:39,030 --> 00:49:42,070 就是无论做了SMH还是做了费半 861 00:49:42,070 --> 00:49:44,010 还是做了你半导体个股 862 00:49:44,010 --> 00:49:46,119 还是做了什么 863 00:49:46,599 --> 00:49:49,360 还是做了其他的啊 864 00:49:49,360 --> 00:49:50,559 什么英特尔啊 865 00:49:50,559 --> 00:49:51,840 阿斯麦啊 866 00:49:51,840 --> 00:49:52,639 台积电啊 867 00:49:52,639 --> 00:49:58,860 这些你的预期不要是明天就能修复 868 00:50:00,139 --> 00:50:01,150 干嘛 869 00:50:01,150 --> 00:50:02,989 不要说明天就能修复 870 00:50:04,909 --> 00:50:06,869 还还没至于这么夸张的 871 00:50:06,869 --> 00:50:08,710 就今天跌这么多 872 00:50:08,710 --> 00:50:11,469 明天修复虽然也有可能啊 873 00:50:11,469 --> 00:50:13,829 只不过这个可能比较小一点点 874 00:50:13,829 --> 00:50:15,449 可能呢需要两天 875 00:50:15,449 --> 00:50:17,730 可能甚至需要美光出财报 876 00:50:17,730 --> 00:50:20,429 那一出财报完逻辑好了 877 00:50:20,429 --> 00:50:24,280 整个市场大的也不是快要到7月份了嘛 878 00:50:24,280 --> 00:50:25,940 就对吧 879 00:50:25,940 --> 00:50:28,480 就继续往上走 880 00:50:28,480 --> 00:50:29,969 就这个 881 00:50:29,969 --> 00:50:31,769 所以大家不要预期 882 00:50:31,769 --> 00:50:33,969 就是啊我现在买入了 883 00:50:33,969 --> 00:50:36,690 抄到最低点对吧 884 00:50:36,690 --> 00:50:39,449 这个这个这个这个太难了 885 00:50:39,449 --> 00:50:41,210 这个只有神仙才能做到 886 00:50:42,570 --> 00:50:45,358 也抱住好住你 887 00:50:46,358 --> 00:50:50,039 ♪ 愿意在角落唱沙哑好 ♪ 888 00:50:50,039 --> 00:50:53,019 现在已经回回落到均线系统了 889 00:50:53,019 --> 00:50:54,079 均线外了 890 00:50:54,079 --> 00:50:59,820 均线已经回到了DRAM这一些存储大概回到均线 891 00:51:00,260 --> 00:51:06,099 今天只要七七十%到80%的时间 892 00:51:06,099 --> 00:51:11,119 80%的时间他都在均线系统 893 00:51:11,119 --> 00:51:14,039 就是它的价格都在均线系统以上 894 00:51:14,039 --> 00:51:16,239 那么很恭喜大家 895 00:51:16,239 --> 00:51:17,920 很恭喜大家 896 00:51:17,920 --> 00:51:24,510 今天的这个点差不多就八九不离十了 897 00:51:24,510 --> 00:51:27,769 可能会上下再波动个五个点 898 00:51:29,139 --> 00:51:31,940 就就差不多了 899 00:51:32,940 --> 00:51:35,028 就差不多 900 00:51:35,708 --> 00:51:37,648 因为这是由交易 901 00:51:37,648 --> 00:51:39,949 这是由交易来来什么 902 00:51:39,949 --> 00:51:42,599 这是由交易来决定的 903 00:51:42,599 --> 00:51:45,400 这个并并不是有我们看基本面 904 00:51:45,400 --> 00:51:47,039 就像现今天跌那样 905 00:51:47,039 --> 00:51:50,150 今天跌也没出什么基本面的问题 906 00:51:50,150 --> 00:51:55,800 这大型机构它是交易这个这个预期呢 907 00:51:55,800 --> 00:51:57,239 那我们也这样 908 00:51:57,239 --> 00:52:03,289 我们散户也没办法改变什么东西嗯 909 00:52:04,460 --> 00:52:06,340 好了拜拜
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