BV1FmTF6dEZR · 美股搬运工1 00:00:00,000 --> 00:00:01,340 投资不是赌博 2 00:00:01,340 --> 00:00:03,399 不是一场有准备的出击 3 00:00:03,399 --> 00:00:04,879 我是富哥家人们 4 00:00:04,879 --> 00:00:09,050 今天大盘啊三大指数全面收涨 5 00:00:09,050 --> 00:00:12,429 但是呢我们的AI存储龙头啊 6 00:00:12,429 --> 00:00:13,250 美光啊 7 00:00:13,250 --> 00:00:16,559 盘中一度跌超了三个多点 8 00:00:16,559 --> 00:00:20,879 但是他的这个上游像福哥给大家讲过的 9 00:00:20,879 --> 00:00:21,960 应用材料 10 00:00:21,960 --> 00:00:23,929 像范林啊 11 00:00:23,929 --> 00:00:29,170 给它呃镁光供应设备的却也是这却大涨啊 12 00:00:29,170 --> 00:00:31,890 也像应用材料大涨了十个点 13 00:00:31,890 --> 00:00:35,530 那福哥在上周的视频当中也特别讲到了 14 00:00:35,530 --> 00:00:36,770 这个应用材料啊 15 00:00:36,770 --> 00:00:38,219 和法林集团是吧 16 00:00:38,219 --> 00:00:39,700 当时让大家去抄底 17 00:00:39,700 --> 00:00:41,659 那今天也是创率新高了 18 00:00:41,659 --> 00:00:43,700 那福哥的这个给大家讲过啊 19 00:00:43,700 --> 00:00:49,130 这两个个股呢刚好是给美光供应刻朽机啊 20 00:00:49,130 --> 00:00:50,070 这个设备的 21 00:00:50,070 --> 00:00:53,280 所以说美光是花钱给他们 22 00:00:53,280 --> 00:00:53,880 对不对 23 00:00:53,880 --> 00:00:57,859 向他们购买它的一个存储的上游设备啊 24 00:00:57,859 --> 00:01:00,679 制造存储的上游设备是镁光跌 25 00:01:00,679 --> 00:01:02,679 他们本要要跌才对 26 00:01:02,679 --> 00:01:04,358 但是他们却上涨啊 27 00:01:04,358 --> 00:01:04,759 家人们 28 00:01:04,759 --> 00:01:05,599 所以呢当然了 29 00:01:05,599 --> 00:01:07,558 这个可能有些疑惑啊 30 00:01:07,558 --> 00:01:09,219 负责给大家解个疑惑啊 31 00:01:09,219 --> 00:01:10,099 大家知道啊 32 00:01:10,099 --> 00:01:11,760 今天的美光 33 00:01:11,760 --> 00:01:16,810 没有跟它的上下游设备同展的原因啊 34 00:01:16,810 --> 00:01:18,780 就是镁光三星啊 35 00:01:18,780 --> 00:01:20,819 还有SK还是被告了 36 00:01:20,819 --> 00:01:25,599 因为25号啊就没美国加州联邦法院啊 37 00:01:25,599 --> 00:01:27,540 正式立案立案啥呢 38 00:01:27,540 --> 00:01:29,340 就是消费者呃 39 00:01:29,340 --> 00:01:31,040 联合中小企业啊 40 00:01:31,040 --> 00:01:33,459 对美光三星SK海力士 41 00:01:33,459 --> 00:01:40,269 三家全球DRAM寡头发起反弄断集体诉讼 42 00:01:40,269 --> 00:01:42,989 这个福格的判断是大家也看到了啊 43 00:01:42,989 --> 00:01:46,060 他反垄断的是这个DRAM 44 00:01:46,060 --> 00:01:48,599 但是家人们在福歌的圈子里面中 45 00:01:48,599 --> 00:01:52,530 特别提到了这个镁光的它的材链啊 46 00:01:52,530 --> 00:01:53,890 最重要的是什么 47 00:01:53,890 --> 00:01:55,609 是HBN是吧 48 00:01:55,609 --> 00:01:58,450 所以这次的反垄断的诉讼啊 49 00:01:58,450 --> 00:01:59,609 不是反垄断的 50 00:01:59,609 --> 00:02:02,299 是HBN是DRAN 51 00:02:02,299 --> 00:02:04,239 所以呢我们的这个很多人说啊 52 00:02:04,239 --> 00:02:06,819 背后有这个苹果在鼓捣啊 53 00:02:06,819 --> 00:02:10,810 所以镁光呃这个诉讼啊 54 00:02:10,810 --> 00:02:13,569 我觉得是短期的一个利空啊 55 00:02:13,569 --> 00:02:16,679 因为诉讼呢不是呃美光的核心产品 56 00:02:16,679 --> 00:02:18,079 所以呢符合的判断式啊 57 00:02:18,079 --> 00:02:19,800 所以大众担心美光呢 58 00:02:19,800 --> 00:02:22,319 我相信呢这个短期的利空企稳以后 59 00:02:22,319 --> 00:02:24,060 还是会继续创新高 60 00:02:24,060 --> 00:02:29,280 如果大家想呃对镁光的啊的上下游材练啊 61 00:02:29,280 --> 00:02:32,099 大家有想了解的家们 62 00:02:32,099 --> 00:02:34,379 大家可以点赞订阅付费的频道啊 63 00:02:34,379 --> 00:02:36,520 链接副歌的置顶链接 64 00:02:36,520 --> 00:02:39,919 去领取这个AI的存储的 65 00:02:39,919 --> 00:02:43,460 这个上烧材链的相关的这个潜力个股 66 00:02:43,460 --> 00:02:45,740 那其中呢就有像符合盖讲过的 67 00:02:45,740 --> 00:02:46,740 像应用材料 68 00:02:46,740 --> 00:02:50,659 应用材料呢刚好呢他就是镁光的啊 69 00:02:50,659 --> 00:02:51,460 上有材链 70 00:02:51,460 --> 00:02:54,439 所以今天你看是镁光虽然调整 71 00:02:54,439 --> 00:02:56,199 但是啊不影响 72 00:02:56,199 --> 00:02:59,969 因为应用材料是是镁光 73 00:02:59,969 --> 00:03:06,289 专门啊来采购它的特朽薄膜沉积呃 74 00:03:06,289 --> 00:03:07,469 这个生产设备了 75 00:03:07,469 --> 00:03:09,610 来生产这个HBN啊 76 00:03:09,610 --> 00:03:10,719 HBM啊 77 00:03:10,719 --> 00:03:14,280 就是美国的这个存储的一个核心设备供应商啊 78 00:03:14,280 --> 00:03:16,439 泛林半导体呢也是啊 79 00:03:16,439 --> 00:03:20,759 生产这个HBM这个TSV深工艺的 80 00:03:20,759 --> 00:03:22,139 不仅美观啊 81 00:03:22,139 --> 00:03:23,599 那我们三星啊 82 00:03:23,599 --> 00:03:24,849 SK海力士啊 83 00:03:24,849 --> 00:03:26,530 其实都在扩产 84 00:03:26,530 --> 00:03:30,789 29号就是周一那天是韩国联合SK海力士 85 00:03:30,789 --> 00:03:33,979 还有三星公布了一个很重磅的消息 86 00:03:33,979 --> 00:03:38,340 接下来10年投资1.3万亿来扩产啊 87 00:03:38,340 --> 00:03:40,159 这个AI的存储 88 00:03:40,159 --> 00:03:42,699 那未来大家知道随着存储的扩张 89 00:03:42,699 --> 00:03:43,560 那么大家知道啊 90 00:03:43,560 --> 00:03:45,300 那我们的生产 91 00:03:45,300 --> 00:03:50,500 存储所需要的这些上下游的这些厂商 92 00:03:50,500 --> 00:03:51,800 会是肯定会收益 93 00:03:51,800 --> 00:03:53,560 所以今天当了 94 00:03:53,560 --> 00:03:56,389 虽然啊美光面临诉讼 95 00:03:56,389 --> 00:03:59,090 但是他的这个SUSHB财力的个股对吧 96 00:03:59,090 --> 00:04:00,949 纷纷的暴涨创新高 97 00:04:00,949 --> 00:04:01,669 应用材料 98 00:04:01,669 --> 00:04:05,930 副歌是上周央大去在620去布局是吧 99 00:04:05,930 --> 00:04:08,689 所以呢我们今天你看啊大涨了将近十个点啊 100 00:04:08,689 --> 00:04:10,300 又创率新高了 101 00:04:10,300 --> 00:04:11,860 胡歌觉得是没有解说啊 102 00:04:11,860 --> 00:04:12,819 应用材料啊 103 00:04:12,819 --> 00:04:16,019 我觉得是后续啊技术面上的走四啊 104 00:04:16,019 --> 00:04:17,720 就是非常的强势了啊 105 00:04:17,720 --> 00:04:19,519 啊站稳700以后啊 106 00:04:19,519 --> 00:04:21,509 那接下来就要奔着800去了 107 00:04:21,509 --> 00:04:23,649 办理呢这个也是啊 108 00:04:23,649 --> 00:04:25,949 那我们如果能站稳400 109 00:04:25,949 --> 00:04:27,009 那么毫无疑问 110 00:04:27,009 --> 00:04:29,069 那接下来也是有机会啊 111 00:04:29,069 --> 00:04:31,329 冲击下一个目标500 112 00:04:31,329 --> 00:04:32,189 大家看到没有 113 00:04:32,189 --> 00:04:34,209 虽然今天受到关系影响 114 00:04:34,209 --> 00:04:37,069 美光一度回调到了1000附近是吧 115 00:04:37,069 --> 00:04:40,000 但是很快你看跌幅收窄啊 116 00:04:40,000 --> 00:04:42,939 这就是一个下方支撑明显的表现 117 00:04:42,939 --> 00:04:48,449 美光也会啊继续啊企稳11100后啊 118 00:04:48,449 --> 00:04:49,930 会继续冲高啊 119 00:04:49,930 --> 00:04:51,310 必须创新高啊 120 00:04:51,310 --> 00:04:53,180 1300镁光啊 121 00:04:53,180 --> 00:04:57,420 他的目标价现纷纷被这些大投行啊 122 00:04:57,420 --> 00:04:59,240 调整到了1600啊 123 00:05:01,129 --> 00:05:02,250 好美光啊 124 00:05:02,250 --> 00:05:03,569 没有结束啊 125 00:05:03,569 --> 00:05:04,949 而闪迪也是啊 126 00:05:04,949 --> 00:05:05,930 闪迪也没有结束 127 00:05:05,930 --> 00:05:06,529 好家人们 128 00:05:06,529 --> 00:05:08,790 今天呢福哥就是跟大家分享啊 129 00:05:08,790 --> 00:05:12,240 借着呃这些啊给大家梳理啊 130 00:05:12,240 --> 00:05:16,939 镁光的上煞有材练的这些标的让他明白啊 131 00:05:16,939 --> 00:05:22,470 美光今天他的调整就是短期的调整 132 00:05:22,470 --> 00:05:23,290 商业家们 133 00:05:23,290 --> 00:05:26,750 那么AI的我们的存储的材链啊 134 00:05:26,750 --> 00:05:27,899 那肯定呃 135 00:05:27,899 --> 00:05:32,870 接下来我相信呢作为AI基础非常重要的一环 136 00:05:32,870 --> 00:05:34,569 希望大家能够把握吧 137 00:05:34,569 --> 00:05:35,689 好家人们 138 00:05:35,689 --> 00:05:39,610 那我们的这个副歌也会交流圈啊 139 00:05:39,610 --> 00:05:41,310 也会实时跟接线下啊 140 00:05:41,310 --> 00:05:42,310 跟他沟通 141 00:05:42,310 --> 00:05:44,509 那么盘中福哥有机会的话呃 142 00:05:44,509 --> 00:05:47,449 也会实时的通过这个交流圈啊 143 00:05:47,449 --> 00:05:49,319 提醒大家啊去跟进
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