BV1VLKd6wEMh · 请不要叫我梁同学1 00:00:06,080 --> 00:00:06,860 大家好 2 00:00:06,860 --> 00:00:09,679 今天是6月29日星期一 3 00:00:09,679 --> 00:00:12,169 我们继续分析美股 4 00:00:12,490 --> 00:00:15,470 本期内容包括对基本面的跟进 5 00:00:15,470 --> 00:00:19,489 随后分析大盘指数和热门股票 6 00:00:20,940 --> 00:00:22,940 主权AI破局 7 00:00:24,019 --> 00:00:26,059 PENALTIER携手英伟达 8 00:00:26,059 --> 00:00:32,479 重塑政府数据安全战略合作提振股价 9 00:00:33,759 --> 00:00:37,070 PALANTIER股价周一延续反弹走势 10 00:00:37,070 --> 00:00:40,509 此前宣布与英伟达达成战略合作 11 00:00:40,509 --> 00:00:45,030 为美国政府机构及关键基础设施运营商 12 00:00:45,030 --> 00:00:47,829 提供主权AI解决方案 13 00:00:47,829 --> 00:00:49,409 这一重磅消息 14 00:00:49,409 --> 00:00:51,909 为近期持续承压的公司 15 00:00:51,909 --> 00:00:55,439 股价注入了新的上涨动能 16 00:00:55,439 --> 00:00:58,060 敏感环境安全部署 17 00:00:58,060 --> 00:01:05,368 公司将整合英伟达AI平台与NEMO创开源模型 18 00:01:05,368 --> 00:01:08,009 通过主权AI操作系统 19 00:01:08,009 --> 00:01:15,689 在涉密及器系隔离等敏感环境中部署 20 00:01:17,530 --> 00:01:20,209 该方案涵盖数据授权 21 00:01:20,209 --> 00:01:24,750 安全边界执行及全面审计追踪 22 00:01:24,750 --> 00:01:30,269 确保政府完全掌控数据释放模型 23 00:01:30,269 --> 00:01:35,939 安全权潜力公司首席执行官ALEXCP表示 24 00:01:35,939 --> 00:01:38,280 这一组合将让美国政府 25 00:01:38,280 --> 00:01:42,280 充分释放大语言模型的全部潜力 26 00:01:42,280 --> 00:01:45,599 同时消除专有数据流向 27 00:01:45,599 --> 00:01:49,549 封闭模型权重所带来的安全风险 28 00:01:49,549 --> 00:01:52,150 实现安全与效能的平衡 29 00:01:53,150 --> 00:01:56,140 巩固国家技术领导 30 00:01:56,459 --> 00:01:59,579 英伟达创始人兼CEO黄仁勋指出 31 00:01:59,579 --> 00:02:04,879 开源AI是美国国家安全和技术领导力的基础 32 00:02:04,879 --> 00:02:05,840 此次合作 33 00:02:05,840 --> 00:02:10,639 充分展示了开源模型在巩固美国AI领域 34 00:02:10,639 --> 00:02:13,270 领先地位中的关键作用 35 00:02:13,270 --> 00:02:17,830 为政府提供了安全可控的AI基础 36 00:02:19,300 --> 00:02:20,560 基本面强 37 00:02:20,560 --> 00:02:21,939 但估值高 38 00:02:21,939 --> 00:02:23,719 从基本面看 39 00:02:23,719 --> 00:02:25,819 pilot teer过去12个月 40 00:02:25,819 --> 00:02:29,639 营收增长68%至52亿美元 41 00:02:29,639 --> 00:02:32,500 毛利率高达84% 42 00:02:32,500 --> 00:02:35,810 不过该股估值依然偏高 43 00:02:35,810 --> 00:02:38,409 当前股价对应117倍 44 00:02:38,409 --> 00:02:40,949 市销率和181倍 45 00:02:40,949 --> 00:02:45,270 2026年预期盈利存在一定风险 46 00:02:46,270 --> 00:02:48,789 订单转化仍有待验证 47 00:02:48,789 --> 00:02:51,150 分析师对此存在分歧 48 00:02:51,150 --> 00:02:52,669 有观点认为 49 00:02:52,669 --> 00:02:56,870 本次合作对PALANTIER增长的实际推动有限 50 00:02:56,870 --> 00:02:59,750 更多是为了优化及产品 51 00:02:59,750 --> 00:03:02,729 在英伟达硬件上的运行表现 52 00:03:02,729 --> 00:03:07,030 此次合作能否转化为可持续的订单增长 53 00:03:07,030 --> 00:03:09,889 仍有待后续验证 54 00:03:12,500 --> 00:03:16,979 硅谷巨头掀起光模块抢位战 55 00:03:19,039 --> 00:03:21,689 马斯克亲自下场追光 56 00:03:21,689 --> 00:03:23,849 马斯克以个人名义完成 57 00:03:23,849 --> 00:03:28,689 对光通信初创公司mesh的收购 58 00:03:28,689 --> 00:03:31,139 便已扫清监管障碍 59 00:03:31,139 --> 00:03:34,500 此举旨在解决AI算力集群中 60 00:03:34,500 --> 00:03:39,009 同缆传输的物理极限与功耗痛点 61 00:03:39,009 --> 00:03:44,550 为其庞大的算力帝国铺设底层光互联管道 62 00:03:44,550 --> 00:03:47,650 抢占AI基建核心赛道 63 00:03:47,810 --> 00:03:50,770 星链技术赋能地面算力 64 00:03:50,770 --> 00:03:55,990 mesh由前SPACEX星链工程师创立 65 00:03:55,990 --> 00:04:02,349 其核心产品支持1.6T速率且功耗极低 66 00:04:02,349 --> 00:04:06,949 马斯克意在将太空激光通信技术降维 67 00:04:06,949 --> 00:04:09,569 应用于地面AI数据中心 68 00:04:09,569 --> 00:04:12,550 同时反哺星链卫星互联 69 00:04:12,550 --> 00:04:19,350 实现天地算力网络的双向技术协同与闭环 70 00:04:20,939 --> 00:04:23,759 巨头密集下注光模块 71 00:04:23,759 --> 00:04:28,220 硅谷巨头正加速光模块赛道布局 72 00:04:28,220 --> 00:04:34,500 迈威尔巨资收购third list trail AI 73 00:04:34,500 --> 00:04:37,379 英伟达战略投资LUMENTUM 74 00:04:37,379 --> 00:04:39,850 并入股AALP 75 00:04:39,850 --> 00:04:43,689 博通推出tima hawk6 76 00:04:44,050 --> 00:04:47,550 从芯片巨头到造火箭企业 77 00:04:47,550 --> 00:04:52,699 几乎都在往同一个光的方向重金下注 78 00:04:52,699 --> 00:04:55,319 英伟达深度绑定供应链 79 00:04:55,319 --> 00:04:58,158 作为AI浪潮最大受益者 80 00:04:58,158 --> 00:05:02,100 英伟达像LUMENTUM和coherent 81 00:05:02,100 --> 00:05:07,560 各腾诺20亿美元战略投资及数10亿采购协议 82 00:05:07,560 --> 00:05:09,959 同时入股AELLAPSE 83 00:05:09,959 --> 00:05:15,220 此举将触角延伸至光学组件底层 84 00:05:15,220 --> 00:05:17,569 在锁定产能的同时 85 00:05:17,569 --> 00:05:21,129 保持供应商竞争格局 86 00:05:22,980 --> 00:05:26,180 行业联盟统一开放规范 87 00:05:26,180 --> 00:05:27,819 AMD博通 88 00:05:27,819 --> 00:05:30,339 英伟达及OpenAI等巨头 89 00:05:30,339 --> 00:05:34,658 联合成立OCIMSA组织 90 00:05:34,658 --> 00:05:40,139 旨在定义AI数据中心光学互联的开放连接规范 91 00:05:40,139 --> 00:05:43,949 该联盟覆盖了主流AI加速器厂商 92 00:05:43,949 --> 00:05:49,069 致力于推动从200G到3.2tb每秒速率 93 00:05:49,069 --> 00:05:52,209 的光学物理层标准化 94 00:05:52,209 --> 00:05:55,310 光互联成算力核心组件 95 00:05:55,310 --> 00:06:00,329 随着大型云厂商AI资本开支逼近7000亿美元 96 00:06:00,329 --> 00:06:03,490 网络互联成为关键成本项 97 00:06:03,490 --> 00:06:07,269 统缆传输已接近物理上限 98 00:06:07,269 --> 00:06:10,269 光学互联正从技术探索 99 00:06:10,269 --> 00:06:13,819 变为AI基础设施的核心组件 100 00:06:14,100 --> 00:06:19,740 电必须交给光已成为整个行业的共识 101 00:06:23,100 --> 00:06:25,160 防范知识蒸馏 102 00:06:25,160 --> 00:06:30,139 meta收紧第三方AI工具使用权限 103 00:06:31,939 --> 00:06:34,329 严防知识蒸馏风险 104 00:06:34,329 --> 00:06:36,509 meta出台内部规范 105 00:06:36,509 --> 00:06:39,990 严格限制工程师使用ANTHROPIC 106 00:06:39,990 --> 00:06:43,439 与OpenAI的AI代码工具 107 00:06:43,439 --> 00:06:44,319 公司担忧 108 00:06:44,319 --> 00:06:48,720 第三方模型的输入内容可能混入自研训练数据 109 00:06:48,720 --> 00:06:51,089 从而触发知识争流行为 110 00:06:51,089 --> 00:06:56,269 引发与合作企业之间的严重升级纠纷 111 00:06:56,550 --> 00:06:58,970 加速自研工具迭代 112 00:06:58,970 --> 00:07:02,680 为摆脱对高价外部工具的依赖 113 00:07:02,680 --> 00:07:07,839 meta正全力迭代资源代码助手meta code 114 00:07:07,839 --> 00:07:11,819 尽管允许在搭建工作流等常规场景 115 00:07:11,819 --> 00:07:13,420 使用第三方AI 116 00:07:13,420 --> 00:07:18,500 但明确要求工程师必须自主设计测试题库 117 00:07:18,500 --> 00:07:22,899 严禁直接采用AI生成的思路方案 118 00:07:24,089 --> 00:07:26,730 划定合规使用红线 119 00:07:26,730 --> 00:07:32,250 meta明令禁止利用外部大模型输出设计代码 120 00:07:32,250 --> 00:07:33,149 测试题 121 00:07:33,149 --> 00:07:39,060 也不得借助AI查找源代码漏洞或生成测试方向 122 00:07:39,060 --> 00:07:43,709 此外若自研模型可访问容器资源 123 00:07:43,709 --> 00:07:48,350 应用部署容器中严禁存入任何AI生成内容 124 00:07:48,350 --> 00:07:50,959 以保数据纯净 125 00:07:51,360 --> 00:07:53,360 压降内部AI成本 126 00:07:53,360 --> 00:07:56,060 随着AI开支急剧膨胀 127 00:07:56,060 --> 00:08:00,829 meta预计今年内部AI支出将达数10亿美元 128 00:08:00,829 --> 00:08:02,769 为遏制成本失控 129 00:08:02,769 --> 00:08:07,180 公司正限制员工的token调用额度 130 00:08:07,459 --> 00:08:11,850 并推动研发工作向自研工具迁移 131 00:08:12,170 --> 00:08:13,670 通过精细化管理 132 00:08:13,670 --> 00:08:17,089 降低对外部供应商的依赖 133 00:08:18,439 --> 00:08:20,699 行业合规争议加剧 134 00:08:20,699 --> 00:08:26,120 知识蒸馏因直接复用竞品巨额投入而深陷争议 135 00:08:26,120 --> 00:08:29,850 各大AI实验室普遍封禁此类行为 136 00:08:29,850 --> 00:08:32,669 尽管再无员工违规实例 137 00:08:32,669 --> 00:08:35,549 meta仍需在建立第三方工具 138 00:08:35,549 --> 00:08:39,870 提升效率与严防数据回流之间走钢丝 139 00:08:39,870 --> 00:08:42,798 确保研发流程合规 140 00:08:42,798 --> 00:08:45,099 强化内部流程治理 141 00:08:45,099 --> 00:08:50,389 meta通过暂停部分高危业务来强化内部治理 142 00:08:50,389 --> 00:08:54,129 要求所有AI生成内容投入使用前 143 00:08:54,129 --> 00:08:58,649 必须经过人工严格审核自己 144 00:08:58,649 --> 00:09:00,850 旨在完善内部管控 145 00:09:00,850 --> 00:09:03,230 由管理层共同把关 146 00:09:03,230 --> 00:09:09,879 确保员工能合规且负责的聚焦高价值研发工作 147 00:09:11,259 --> 00:09:14,149 好我们看一下今天市场的表现 148 00:09:14,149 --> 00:09:16,529 今天纳指期货大涨啊 149 00:09:16,529 --> 00:09:17,629 又收了起来 150 00:09:17,629 --> 00:09:20,409 我们今天盘前就看到哈 151 00:09:20,409 --> 00:09:22,090 有可能多头又要回来 152 00:09:22,090 --> 00:09:23,970 因为空头太过犹豫哈 153 00:09:23,970 --> 00:09:26,570 那我们的长长的上涨趋势线哈 154 00:09:26,570 --> 00:09:29,668 被周五这根阴线砸破之后啊 155 00:09:29,668 --> 00:09:31,349 今天又被围了上去 156 00:09:31,349 --> 00:09:32,908 表明表明什么呢 157 00:09:32,908 --> 00:09:35,149 表明空头不行啊对吧 158 00:09:35,149 --> 00:09:36,950 我们把这些线都删一删啊 159 00:09:36,950 --> 00:09:40,470 表明老师猜熊市是不现实的对吧 160 00:09:40,470 --> 00:09:42,570 嗯我们猜的是回调 161 00:09:42,570 --> 00:09:44,339 而不是熊市啊 162 00:09:44,339 --> 00:09:47,099 我们看到今天的大阳线大不大 163 00:09:48,099 --> 00:09:50,818 我们看一下5分钟的细节啊 164 00:09:52,279 --> 00:09:55,759 我们给大家画了局部的下切曲线 165 00:09:56,039 --> 00:09:57,759 我们发现这里这样这样 166 00:09:57,759 --> 00:09:59,980 这他确实也可以往下走诶 167 00:09:59,980 --> 00:10:02,860 但是市场选择了往上突破哈对吧 168 00:10:02,860 --> 00:10:06,019 往上突破突破的是我们的下跌缺陷啊 169 00:10:06,019 --> 00:10:08,529 我们说我们是右侧交易者 170 00:10:08,529 --> 00:10:10,330 是右侧交易为主啊 171 00:10:10,330 --> 00:10:12,789 那突破呢也构成一个买点 172 00:10:12,789 --> 00:10:16,009 突破回调止跌也构成一个买点对吧 173 00:10:16,009 --> 00:10:19,419 嗯说这空头真不行 174 00:10:19,419 --> 00:10:22,000 嗯空头不是太行 175 00:10:22,940 --> 00:10:24,059 我看下罗素 176 00:10:24,059 --> 00:10:25,600 罗素空投也不行 177 00:10:25,600 --> 00:10:28,860 继续看着不需要处理 178 00:10:29,419 --> 00:10:31,799 道指今天也是收出小洋相啊 179 00:10:31,799 --> 00:10:33,220 还可以 180 00:10:34,269 --> 00:10:36,289 标普今天也是又为了上去 181 00:10:36,289 --> 00:10:39,509 可见我们这个趋势又变平缓了是吧 182 00:10:39,509 --> 00:10:42,129 这个上上面这趋势线可以删掉了哈 183 00:10:42,129 --> 00:10:45,350 要说市场一直都拒绝深低哈 184 00:10:45,350 --> 00:10:48,830 我指的是大盘个股就不一样了啊 185 00:10:48,830 --> 00:10:50,870 你看我们这个阳线直接又上去了 186 00:10:50,870 --> 00:10:52,049 所以明天好 187 00:10:52,049 --> 00:10:53,389 如果空头不是太强的话 188 00:10:53,389 --> 00:10:55,269 基本上就稳住了 189 00:10:56,049 --> 00:10:57,789 有时候在哪不跌呢 190 00:10:57,789 --> 00:10:59,470 个股有的跌的多啊 191 00:10:59,470 --> 00:11:01,889 大盘跌不动 192 00:11:02,269 --> 00:11:04,309 我们看一下黄金 193 00:11:04,309 --> 00:11:07,679 黄金今天没有能收出阳线啊 194 00:11:07,679 --> 00:11:09,779 相反收出了强势的阴线啊 195 00:11:09,779 --> 00:11:13,070 这样的话表明多头其实没有能延续 196 00:11:13,070 --> 00:11:15,629 一个非常强劲的反弹的态势 197 00:11:15,629 --> 00:11:20,049 都不愿意给我们看一下5分钟图嗯 198 00:11:20,049 --> 00:11:21,990 看一看下一个交易日吧 199 00:11:21,990 --> 00:11:24,230 明天能不能走一步啊 200 00:11:24,230 --> 00:11:27,539 但实际上是有点突破回调止跌这种感觉啊 201 00:11:27,539 --> 00:11:29,679 我们把这直升机放在下面的话 202 00:11:29,679 --> 00:11:31,120 有点这种感觉 203 00:11:31,120 --> 00:11:33,389 说为什么多头那么弱势呢 204 00:11:33,389 --> 00:11:37,070 因为之前是当前这波是空头为主哈 205 00:11:37,070 --> 00:11:39,049 说为什么不着急呢 206 00:11:39,049 --> 00:11:40,210 不知道啊 207 00:11:40,210 --> 00:11:41,629 看不懂黄金 208 00:11:41,629 --> 00:11:44,590 那么局部日内交易者无所谓哈 209 00:11:44,590 --> 00:11:47,078 日内交易者做多做空都可以 210 00:11:47,278 --> 00:11:49,849 那现在呢理论上可以做do哈 211 00:11:49,849 --> 00:11:51,948 我们看一下日线嗯 212 00:11:51,948 --> 00:11:54,808 可以可以尝试做一个日内的一个多头 213 00:11:54,808 --> 00:11:57,109 但日线级别的大趋势没有啊 214 00:11:57,109 --> 00:11:59,224 多头趋势没有 215 00:12:00,980 --> 00:12:04,600 好我们看一下市场分布的情况啊 216 00:12:04,879 --> 00:12:07,360 我看到今天的半导体领涨 217 00:12:07,360 --> 00:12:10,399 互联网内容与信息大涨 218 00:12:10,399 --> 00:12:12,240 消费电子是微跌哈 219 00:12:12,240 --> 00:12:13,279 跌幅不大 220 00:12:13,279 --> 00:12:16,090 软件基础设施是微涨嗯 221 00:12:16,264 --> 00:12:18,529 药品今天是微涨 222 00:12:20,009 --> 00:12:23,110 航空航天与国防是大涨 223 00:12:23,509 --> 00:12:26,309 半导体设备与材料是大大涨啊 224 00:12:26,309 --> 00:12:27,389 大暴涨 225 00:12:27,389 --> 00:12:32,460 今天的特斯拉也就是汽车制造的是大涨嗯 226 00:12:32,460 --> 00:12:34,720 计算机硬件也算是大涨吧 227 00:12:34,720 --> 00:12:35,559 哎在哪儿呢 228 00:12:35,559 --> 00:12:41,110 在这儿呢哈4%通电设备是大涨吧 229 00:12:41,110 --> 00:12:42,870 3.3% 230 00:12:43,309 --> 00:12:45,470 好应用软件有点微涨啊 231 00:12:46,789 --> 00:12:48,909 好整体上还不错啊 232 00:12:49,929 --> 00:12:55,600 我们看一下领涨的这个激光雷达概念嗯 233 00:12:55,600 --> 00:12:59,259 我们之前跟进的是这个哈AEVA这个technology 234 00:12:59,259 --> 00:13:00,779 我们看一眼哈 235 00:13:01,918 --> 00:13:04,278 嗯这图我们之前跟进过啊 236 00:13:04,278 --> 00:13:07,298 我们就是说跟进的比较少 237 00:13:07,298 --> 00:13:08,619 但跟进过啊 238 00:13:08,619 --> 00:13:10,899 我们画的是上涨趋势线 239 00:13:11,000 --> 00:13:12,919 换的是横向阻力区 240 00:13:12,919 --> 00:13:15,200 那估计呢市场在这里稍微震荡之后 241 00:13:15,200 --> 00:13:16,578 还要继续涨 242 00:13:16,578 --> 00:13:18,178 去测试更高的位置 243 00:13:18,178 --> 00:13:19,759 有时候这空间也不大呀 244 00:13:19,759 --> 00:13:22,600 不要被我这个啊坐标所迷惑 245 00:13:22,600 --> 00:13:25,200 我这坐标应该是用的是对数坐标啊 246 00:13:25,200 --> 00:13:27,519 那么现在的价格是25块钱左右 247 00:13:27,519 --> 00:13:29,000 最高价是100多呢哈 248 00:13:29,000 --> 00:13:32,799 104很大的一个空间是吧 249 00:13:32,799 --> 00:13:37,870 我们看到近期这里啊有一个局部的洗盘 250 00:13:38,190 --> 00:13:39,590 这是一个头肩底 251 00:13:39,590 --> 00:13:43,789 头肩左侧右侧肩膀突破回踩之地 252 00:13:43,789 --> 00:13:45,870 这样的话做啥做多 253 00:13:45,870 --> 00:13:49,309 同时我们也可以再画一条辅助线哈 254 00:13:49,919 --> 00:13:52,240 诶你会发现他是一个回调 255 00:13:52,240 --> 00:13:54,960 那么上一波多头波弹相当的陡峭啊 256 00:13:54,960 --> 00:13:56,279 相当的强势 257 00:13:56,279 --> 00:13:59,639 回调突破回调止跌是吧 258 00:13:59,639 --> 00:14:01,759 继续看涨嗯 259 00:14:01,759 --> 00:14:02,840 去摸这个 260 00:14:02,840 --> 00:14:04,879 我们说挖掘多少利润呢 261 00:14:04,879 --> 00:14:06,500 75块钱除以25 262 00:14:06,500 --> 00:14:10,019 300%的利润空间对呗 263 00:14:11,059 --> 00:14:13,419 但是哈大家得控制风险哈 264 00:14:14,549 --> 00:14:15,789 好激光雷达 265 00:14:16,830 --> 00:14:18,309 今天这个特斯拉不做啊 266 00:14:18,309 --> 00:14:19,409 待会我们看 267 00:14:19,409 --> 00:14:22,519 然后这个光伏太阳能 268 00:14:22,919 --> 00:14:24,899 那就是应用材料和科雷咯 269 00:14:24,899 --> 00:14:26,360 这两个我们比较熟哈 270 00:14:26,360 --> 00:14:28,279 OLED也是应用材料 271 00:14:28,279 --> 00:14:31,788 我们看一下AMAT陡峭吧 272 00:14:33,308 --> 00:14:35,828 我们说我们画好两条趋势线就可以了 273 00:14:35,828 --> 00:14:37,149 它没跌破吧 274 00:14:37,149 --> 00:14:40,779 嗯所以上涨高潮嘛也有可能啊 275 00:14:40,779 --> 00:14:43,279 那就看看光头的力度了 276 00:14:43,419 --> 00:14:44,580 嗯没力度 277 00:14:47,139 --> 00:14:49,909 嗯我看啊这里有一个解读 278 00:14:49,909 --> 00:14:52,309 我们也大概看一下消息面 279 00:14:52,309 --> 00:14:54,269 说这个a m a at 280 00:14:54,269 --> 00:14:58,389 这家公司已经成为了DRAM设备的龙头 281 00:14:58,389 --> 00:14:59,929 I内存升级 282 00:14:59,929 --> 00:15:02,789 打开新订单的空间 283 00:15:03,740 --> 00:15:09,220 说ma at展示了DRAM和先进封装的路线 284 00:15:09,220 --> 00:15:13,490 称其的DRM设备份额已升至全球第一 285 00:15:13,490 --> 00:15:17,970 下一代DRMHBM和混合键和 286 00:15:17,970 --> 00:15:20,210 需要更多积淀啊 287 00:15:20,210 --> 00:15:26,649 这个沉积课时计量步骤等等吧 288 00:15:27,299 --> 00:15:29,100 咱们咱们就看到这个就行了啊 289 00:15:29,100 --> 00:15:31,480 DRM的龙头全球第一 290 00:15:31,480 --> 00:15:32,480 OK吧 291 00:15:32,480 --> 00:15:34,139 这就是真正的龙头股 292 00:15:34,139 --> 00:15:34,659 看多少 293 00:15:34,659 --> 00:15:36,440 市值5500亿 294 00:15:36,440 --> 00:15:39,539 那你说还要涨多少呢 295 00:15:39,539 --> 00:15:40,620 不知道啊 296 00:15:40,620 --> 00:15:43,120 画好今儿先啊 297 00:15:44,279 --> 00:15:46,740 好我们之前跟进也有这个科雷哈 298 00:15:46,740 --> 00:15:48,059 看一眼看一眼 299 00:15:48,059 --> 00:15:50,320 它也属于半导体设备和材料 300 00:15:50,320 --> 00:15:52,389 这哈我看一下 301 00:15:52,389 --> 00:15:54,830 后来这个我们给大家画了趋势线 302 00:15:54,830 --> 00:15:56,429 特意画了一个支撑位哈 303 00:15:56,429 --> 00:15:57,960 没跌破是吧 304 00:15:57,960 --> 00:16:00,600 这走势跟跟NMD有点像啊 305 00:16:00,600 --> 00:16:02,600 这片就是这样站着哎 306 00:16:02,600 --> 00:16:03,980 他没有选择向下突破 307 00:16:03,980 --> 00:16:05,720 相反继续创新高哈 308 00:16:05,720 --> 00:16:07,309 嗯大不大 309 00:16:07,309 --> 00:16:08,850 这个阳线 310 00:16:10,659 --> 00:16:13,440 嗯接下来就是能源新能源哈 311 00:16:13,440 --> 00:16:15,580 我们看一下这个特斯拉 312 00:16:15,919 --> 00:16:17,960 特斯拉今天给了一根大阳线 313 00:16:18,960 --> 00:16:19,879 和大盘类似哈 314 00:16:19,879 --> 00:16:20,639 和纳指类似 315 00:16:20,639 --> 00:16:23,769 今天都是去把近期的回撤给他突破了一下 316 00:16:23,769 --> 00:16:26,649 这样的话只要接今天是周几也周一 317 00:16:26,649 --> 00:16:30,529 接下来一两天回这个空头回落力度比较弱 318 00:16:30,529 --> 00:16:32,990 或者弹起来都OK啊 319 00:16:32,990 --> 00:16:35,009 表明这波回调也就这样了 320 00:16:36,289 --> 00:16:38,690 我们看下他的5分钟图 321 00:16:40,440 --> 00:16:41,120 是吧 322 00:16:41,120 --> 00:16:43,720 如果你把下列数量画这这片的话 323 00:16:43,720 --> 00:16:45,639 是怎么画都行啊 324 00:16:45,639 --> 00:16:47,000 实际上不像日线 325 00:16:47,000 --> 00:16:48,360 那也看哈 326 00:16:49,100 --> 00:16:50,960 说这片有多头多头啊 327 00:16:50,960 --> 00:16:52,730 回归的迹象是吧 328 00:16:52,730 --> 00:16:53,830 假日突破 329 00:16:53,830 --> 00:16:55,370 那么接下来一个交易日哈 330 00:16:55,370 --> 00:16:56,950 看回落的情况 331 00:16:56,950 --> 00:16:59,769 回落力度过弱的话就没问题对吧 332 00:16:59,769 --> 00:17:01,529 继续涨 333 00:17:03,539 --> 00:17:05,579 好看日线吧就够用了 334 00:17:07,180 --> 00:17:07,779 也就回车 335 00:17:07,779 --> 00:17:08,339 就这样了 336 00:17:08,339 --> 00:17:09,259 有可能啊 337 00:17:09,259 --> 00:17:13,979 嗯好这是这是我们要看的这个领涨的哈 338 00:17:15,179 --> 00:17:17,538 好我们回到我们的列表 339 00:17:19,220 --> 00:17:22,380 我们看下今天领涨的还有RBLX这个图 340 00:17:22,380 --> 00:17:24,299 我们之前跟进了好久哈 341 00:17:24,299 --> 00:17:27,660 这就属于典型的你必须得不做波段交易 342 00:17:27,660 --> 00:17:28,619 否则就倒霉啊 343 00:17:28,619 --> 00:17:29,740 这幅度太大 344 00:17:29,740 --> 00:17:30,900 波幅太大 345 00:17:30,900 --> 00:17:33,180 我们近期看的是它止跌的情况 346 00:17:33,180 --> 00:17:35,079 做下一步是吧 347 00:17:35,079 --> 00:17:36,180 有没有止跌迹象 348 00:17:36,180 --> 00:17:37,200 我们看一下2日 349 00:17:37,200 --> 00:17:39,619 这是日线唉 350 00:17:39,619 --> 00:17:43,549 我们前几周发现了横盘突破回踩诶 351 00:17:43,549 --> 00:17:44,289 强劲止跌 352 00:17:44,289 --> 00:17:47,369 今天的K线属于延续了周五的止跌态势 353 00:17:47,369 --> 00:17:49,150 今天的多头更强势啊 354 00:17:49,150 --> 00:17:50,630 天空高开拉起来 355 00:17:50,630 --> 00:17:52,509 理论上是抄底的位置 356 00:17:52,509 --> 00:17:54,599 那我们最高位的阻力区 357 00:17:54,599 --> 00:17:56,700 我们把这个线重新画一遍吧 358 00:17:56,700 --> 00:18:00,140 我们最高位的阻力区是在这个位置 359 00:18:00,640 --> 00:18:03,979 这一带差不多哈 360 00:18:03,979 --> 00:18:07,679 这个区域哈曾经也是密集的底部哈 361 00:18:07,679 --> 00:18:08,919 他再次回到底部 362 00:18:08,919 --> 00:18:10,679 他不愿意跌了 363 00:18:11,400 --> 00:18:13,680 我们把趋势线也画啊 364 00:18:13,680 --> 00:18:14,819 就可以了 365 00:18:14,819 --> 00:18:16,759 趋势线暂时先画一条啊 366 00:18:17,759 --> 00:18:19,079 下跌趋势线画不画都行 367 00:18:19,079 --> 00:18:20,460 画一下吧 368 00:18:21,920 --> 00:18:22,759 大概就行 369 00:18:22,759 --> 00:18:25,140 这样也可以好 370 00:18:25,140 --> 00:18:27,069 应该抄几类的吧 371 00:18:27,390 --> 00:18:29,829 这个跟刚才有个图的幅度差不多啊 372 00:18:31,349 --> 00:18:31,990 差多了哈 373 00:18:31,990 --> 00:18:33,069 那个是300% 374 00:18:33,069 --> 00:18:35,589 这是160%哈 375 00:18:39,098 --> 00:18:40,838 其实今天还有很多热门啊 376 00:18:40,838 --> 00:18:43,730 我们先把这个SPACEX看一下 377 00:18:43,730 --> 00:18:47,869 space space x经过了几天的横盘之后 378 00:18:47,869 --> 00:18:49,329 发现工头也不愿意做空 379 00:18:49,329 --> 00:18:50,109 做啥呀 380 00:18:50,109 --> 00:18:52,819 现在做啥已经出来阳性了 381 00:18:52,819 --> 00:18:53,819 就做多了 382 00:18:53,819 --> 00:18:55,220 对吧是吧 383 00:18:55,220 --> 00:18:57,359 大涨大跌是一个震荡 384 00:18:57,359 --> 00:18:59,900 那我们现在初步可以画一些线条来啊 385 00:18:59,900 --> 00:19:02,009 把最高点画一个阻力区 386 00:19:02,009 --> 00:19:05,130 最低点附近画一个支撑位可以吗 387 00:19:05,130 --> 00:19:10,048 做啥做多看一下5分钟图嗯 388 00:19:10,048 --> 00:19:11,808 实际上我们早就画好了 389 00:19:11,808 --> 00:19:14,328 只不过我们需要把线段换成直线啊 390 00:19:14,328 --> 00:19:15,888 去跟一下 391 00:19:17,200 --> 00:19:19,240 早就画好了是吧 392 00:19:19,240 --> 00:19:20,500 结构清晰 393 00:19:20,500 --> 00:19:22,779 我们上周五包括周末的复盘 394 00:19:22,779 --> 00:19:25,079 说我们多头可以在这里做多 395 00:19:25,079 --> 00:19:27,269 要观察这片支撑位的有效性 396 00:19:27,269 --> 00:19:27,950 150 397 00:19:27,950 --> 00:19:29,630 这一带是重要的水平支撑位 398 00:19:30,670 --> 00:19:32,849 他没有选择向下跌破啊 399 00:19:32,849 --> 00:19:35,049 看到今天是啊 400 00:19:35,049 --> 00:19:39,599 跳空高开回踩这个支撑位止跌止低 401 00:19:39,599 --> 00:19:41,039 拉起来小回落 402 00:19:41,039 --> 00:19:41,960 拉起来小回落 403 00:19:41,960 --> 00:19:42,880 拉起来小回落好 404 00:19:42,880 --> 00:19:46,230 这篇也可以继续做读看是吧 405 00:19:46,230 --> 00:19:48,089 其实价格行为告诉我们 406 00:19:48,089 --> 00:19:50,529 天空高开回踩止跌 407 00:19:50,529 --> 00:19:51,509 你就可以做多 408 00:19:51,509 --> 00:19:53,930 因为止损空间非常小 409 00:19:55,029 --> 00:19:57,009 所以接下来呢接下来我也不知道啊 410 00:19:57,009 --> 00:19:57,750 也可能震荡 411 00:19:57,750 --> 00:19:59,630 也可能暴涨啊 412 00:19:59,630 --> 00:20:00,890 呵呵对吧 413 00:20:00,890 --> 00:20:03,430 因为你他的基本面不是太好 414 00:20:03,430 --> 00:20:07,089 但是呢宏伟蓝图还是比较好的 415 00:20:07,089 --> 00:20:10,170 嗯好的 416 00:20:10,809 --> 00:20:12,170 理论上应该走读哈 417 00:20:13,410 --> 00:20:17,130 有可能至少是震荡行情中的一条上涨腿 418 00:20:20,339 --> 00:20:22,579 好我们看下谁逆 419 00:20:22,579 --> 00:20:24,680 我们看下台积电啊 420 00:20:25,039 --> 00:20:26,539 台一点也没有跌破啊 421 00:20:26,539 --> 00:20:29,619 今天是大阳线哈是吧 422 00:20:29,619 --> 00:20:30,359 不用管了 423 00:20:31,680 --> 00:20:34,200 有人说真是冰火两重天呐 424 00:20:34,868 --> 00:20:36,009 我们再调一个啊 425 00:20:36,009 --> 00:20:37,599 看下M好 426 00:20:37,599 --> 00:20:38,680 AM如何呢 427 00:20:38,680 --> 00:20:39,519 是高位震荡 428 00:20:42,400 --> 00:20:44,019 这样的话高位震荡洗盘 429 00:20:44,019 --> 00:20:46,380 就可有可能是接下来的一个走法 430 00:20:46,380 --> 00:20:49,980 我们大概先把趋势线这么一描啊 431 00:20:49,980 --> 00:20:51,980 一画可以吧 432 00:20:51,980 --> 00:20:54,240 理论上应该做多啊 433 00:20:54,240 --> 00:20:55,920 因为止损就放在这片 434 00:20:55,920 --> 00:20:58,779 300这一代有时也可以提高一点啊 435 00:20:58,779 --> 00:20:59,460 是的啊 436 00:20:59,460 --> 00:21:01,220 做多 437 00:21:02,720 --> 00:21:04,200 好都是抄底类的 438 00:21:04,200 --> 00:21:06,400 我们看一下PENTERPALETIER 439 00:21:06,400 --> 00:21:08,039 今天是跳空高开 440 00:21:08,039 --> 00:21:08,819 但有所回落 441 00:21:08,819 --> 00:21:10,980 但是摸到了这根下跌缺线啊 442 00:21:10,980 --> 00:21:14,059 那么宏观上目前还处在震荡下行的态势中 443 00:21:14,059 --> 00:21:15,990 有人说也可以止跌吧 444 00:21:15,990 --> 00:21:18,710 嗯今天的阳线不是太理想啊 445 00:21:18,710 --> 00:21:20,849 我们需要再观察一到两根黑线 446 00:21:20,849 --> 00:21:24,200 再感受一下多空双方的一个情况是吧 447 00:21:24,200 --> 00:21:25,279 再感受一下 448 00:21:25,279 --> 00:21:27,309 因为今天多头犹豫了 449 00:21:27,309 --> 00:21:28,410 犹豫了吧 450 00:21:28,410 --> 00:21:29,690 冲高回落啊 451 00:21:29,690 --> 00:21:31,970 如果他像特斯拉那样直接上去 452 00:21:31,970 --> 00:21:34,259 我们就有信心哈 453 00:21:34,259 --> 00:21:36,920 可见市场对它的估值还是比较介意啊 454 00:21:39,380 --> 00:21:42,259 好我们看下英伟达好 455 00:21:42,259 --> 00:21:44,279 英伟达今天是小阳线哈 456 00:21:44,279 --> 00:21:48,190 我们画的这条长的趋势线可能要有效了 457 00:21:49,219 --> 00:21:51,679 明天如果还是大阳线的话就有效了 458 00:21:51,679 --> 00:21:52,838 对吧嗯 459 00:21:52,838 --> 00:21:55,349 今天是一个小阳线 460 00:21:55,470 --> 00:21:56,029 啧 461 00:21:56,029 --> 00:21:56,990 我们看一下阿光 462 00:21:57,990 --> 00:22:01,038 我们看到阿光今天往下吓唬了一下人啊 463 00:22:01,038 --> 00:22:03,159 所以说顶必须得住出来啊 464 00:22:03,159 --> 00:22:05,199 你不能看到盘中就有阴线 465 00:22:05,199 --> 00:22:07,609 就决定是顶了 466 00:22:08,210 --> 00:22:10,769 事实上他可以再收起来 467 00:22:10,769 --> 00:22:12,410 有人说这K线真气人 468 00:22:12,410 --> 00:22:15,269 嗯所以说筑顶需要时间哈 469 00:22:15,269 --> 00:22:18,349 但没有没有真正的有效破掉我们的趋势线吧 470 00:22:19,349 --> 00:22:20,670 嗯没有 471 00:22:20,670 --> 00:22:24,579 所以啊兔头应该继续耐心的观察 472 00:22:26,700 --> 00:22:28,720 今天跌幅都不是太大啊 473 00:22:28,720 --> 00:22:29,420 都不是太大 474 00:22:30,660 --> 00:22:31,019 好嘞 475 00:22:31,019 --> 00:22:32,779 我们先说这么几只哈 476 00:22:32,779 --> 00:22:35,900 最后欢迎大家去看我们的牛股和最热美股 477 00:22:35,900 --> 00:22:36,940 详细说的内容 478 00:22:36,940 --> 00:22:40,589 绿宝石会员啊也可以看到更多内容哈 479 00:22:40,589 --> 00:22:42,630 好我们明天盘前继续分析啊 480 00:22:42,630 --> 00:22:43,380 拜拜
评论采集失败
采集完成，该视频无弹幕