【美股避险】硬件退潮软件称王！MSFT冲击新高！MRNA筑铁底反转！锁定这两只低位避风港！

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投资不是赌博

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而是一场有准备的出击

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我是福哥家人们呃

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周末美股的行情分化啊

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我相信大家都看到了芯片啊

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00:00:10,630 --> 00:00:13,589
前段时间的这个涨得比较多的哈

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像这个内存相关通信都能呈现的下跌

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但是有两条啊主线却逆势走出独立的行情

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一条呢就是福特经常给大家讲过的啊

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就是稳盘核心科技龙头啊

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威远一条呢就是医药防御弹性标的啊

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莫德纳啊

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MRNA啊

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这两个啊今年的副歌

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借这两字票啊给大家讲清楚

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那接下来我们的这个有不错的啊

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可以说是一个的一个潜力吧

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啊周五这波行情很明显机构在抱团避风港啊

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像微软

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苹果啊

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这这个AI的这个巨头哈

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都在跟着资金抱团啊

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这个是七大巨头

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威远的话

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毫无疑问啊

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那福哥经常给他讲过的威远是低位

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对不对

28
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所以它首先这个位置就是它是安全的那位置

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它安全的话

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它就能够大资金去炒

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对不对

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所以很明显啊

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你这个微远就符合大资金进场的这个位置

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位置安全

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所以机构呢要毫无疑问

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那从这个高位的半导体切到了啊

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这个低位的这个权重股AI云平台云巨头

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那微远是吧

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亚马逊啊

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mate对苹果啊

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郑州都有一个不错的一个表现

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微软呢还有一个触发条件呢

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这是技术面

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第二个就是说呃机构大范围啊

45
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像顶级大空头巴略啊

46
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就是重磅啊砸仓长期看涨

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威远的期权

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他已经明确表态了啊

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所以呢我们的这个350美金

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他这种老可能就是已经不影响啊

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是一个长线黄金买买点

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接受来啊

53
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我们的威远会走一个呃

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中长线的一个这个上涨趋势的补涨行情

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还有啊威远大家知道中午下跌的都是硬件类的

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那微远呢其实大家知道他是轻资产的远见

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订阅模式啊

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不受芯片周期库存拖累

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所以微软的现在coo pd啊

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它的商业化也趋势超预期

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企业付费席位啊已经悄悄大致突破多少了

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2000万了啊

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每月30美元增值订阅啊

64
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可以说是持续拉高这个云业务了哈

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AI云年收入突破750亿

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那么OpenAI长期2500亿采购协议啊

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锁定多年这个稳定的收入好

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所以呢微软他自己很明显啊

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他只有自己的护城啊

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又在低位啊

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机构呢也纷纷的在这个低位去

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可以说是布局这些权重类的啊

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能够是说啊抗跌的

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有业绩的愿意回购的

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所以威远呢就是这次的这个领涨了啊

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可以说是上周五

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所以也福哥就判断了

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也给大家讲过啊

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威远350360370都是很好的啊

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都是闭着眼睛买就行了

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那微软的企稳以后

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我相信会继续啊向前一个方向的460啊

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攻击460炸完以后

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还是会继续攻击前历史新高啊

85
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毫无疑问的威远接下来我相信会走一波啊

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不错的一个呃行情

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然后我在讲讲莫德纳啊

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莫德纳

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我相信呢

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他除了这个我们的权重类的这条线以外

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还有一条线啊

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就是悄悄的啊

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我们的医疗医疗板块大家发现没有

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也开始了

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是变强了

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这也是很重要的啊

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防御性的板块啊

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医疗板块

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首先我们先看一下莫德纳为什么能够上周

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可以说是暴涨了这个12%啊

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周五

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那么我们的这个首先啊大家知道啊

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疫苗委员会啊

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九比零全票通过MRNA流感疫苗哈

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8月5日就可以正式啊可以落地去销售了

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这款疫苗呢防护力远超的这个传统流感针

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预计啊每年能带给莫德纳带来七到10亿啊

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这个稳定的一个营收

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彻底摆脱这个单一新冠疫苗的这个收入依赖啊

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还有一点啊

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就是还有大家记得吗

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6月25号的时候啊

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这个公司呢也释放了一个重磅管线

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黑色素瘤个体化癌症疫苗三期临床数质量验

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可以说我们的这个MRNA这个技术

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正是从传染病拓展到肿瘤治疗的

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这个赛道打开啊

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所以呢我们资金好友啊

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有避险涌入这个生物防御板块啊

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莫德纳我觉得他是很有潜力的啊

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自从疫情以后啊

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莫德纳从500跌到了28啊

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开始反弹啊

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我觉得莫德纳毫无疑问

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20年那波疫情成就了他

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大家发现没有

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现在自从20年以后

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我们这些流感就感觉是很难好是吧

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都得难受好几天你才能好是吧

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流感疫苗也在变异啊

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所以家人们我觉得是莫德纳

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他研究的这款MRNNA流感疫苗绝对要爆啊

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好所以呢家人们呃我觉得是莫德纳啊

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还是一个漫游啊

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长途的一个潜力啊

136
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技术面上啊

137
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我们看到了重心啊

138
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从三菱啊走五菱到现在六零啊

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重心一直往后移啊

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我接下来我看到了啊

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这个莫德纳接着还会涨

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接下来目标位啊

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站稳六零

144
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那么接下来就冲击前高啊

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100啊

146
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100站稳

147
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那就要冲击我们的170啊

148
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好所以呢莫德纳啊

149
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可以说是一个可以去做长期布局的一个机会啊

150
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今天福哥借着这个两个啊

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让他知道现在的资金他喜欢什么

152
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对不对

153
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但防御性的权重类的又是在低位的比较安全的

154
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希望大家能要注意

155
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谷歌也会继续陪伴大家在直播间啊

156
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所以要有什么好的潜力

157
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低位的一些业绩承担主股的啊

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那福哥也会第一时间跟大家分享

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大家可以点赞订阅付哥的频道啊

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关注虎哥的呃直播

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