BV1YLKd6wE79 · 请不要叫我梁同学1 00:00:13,259 --> 00:00:13,779 大家好 2 00:00:13,779 --> 00:00:16,140 欢迎回到娜娜说美股今天是6月29号 3 00:00:16,140 --> 00:00:17,899 周一刚刚过去的周末 4 00:00:17,899 --> 00:00:19,539 美伊双方又掐起来了哈 5 00:00:19,539 --> 00:00:22,859 美国放欢的要让伊朗政权勾带伊朗呢 6 00:00:22,859 --> 00:00:25,039 回敬要把美国送进地狱 7 00:00:25,039 --> 00:00:28,920 霍尔木兹海峡还在排队等着离开的船瑟瑟发抖 8 00:00:28,920 --> 00:00:32,500 结果就在期货市场开盘前一个小时 9 00:00:32,500 --> 00:00:34,359 双方突然一拍大腿 10 00:00:34,359 --> 00:00:35,219 先不打了 11 00:00:35,219 --> 00:00:36,479 让船继续走 12 00:00:36,479 --> 00:00:39,829 明天周二去卡塔尔那边碰面接着捞 13 00:00:39,829 --> 00:00:43,350 于是美股期货盘前嗖的一声就拉起来了 14 00:00:43,350 --> 00:00:45,259 标普500指数今天高开后 15 00:00:45,259 --> 00:00:49,420 早盘第一次试探上方缺口的下沿阻力时 16 00:00:49,420 --> 00:00:53,560 被一波沉重的抛压给当头一棒打回原形 17 00:00:53,560 --> 00:00:54,869 甚至一度转跌 18 00:00:54,869 --> 00:00:55,869 大家都怀疑啊 19 00:00:55,869 --> 00:00:57,350 可能是养老金在卖 20 00:00:57,350 --> 00:00:58,250 据说这两天 21 00:00:58,250 --> 00:01:00,549 美国养老金呢要集中减持 22 00:01:00,549 --> 00:01:02,750 约300亿美元的美国股票 23 00:01:02,750 --> 00:01:04,189 转手去买债券 24 00:01:04,189 --> 00:01:07,920 今年大盘高开给市场提供了极佳的流动性 25 00:01:07,920 --> 00:01:09,599 对于养老金算法来说 26 00:01:09,599 --> 00:01:11,280 高开就是最好的验货哈 27 00:01:11,280 --> 00:01:13,489 也是最丰厚的利润垫 28 00:01:13,489 --> 00:01:17,359 这也是为什么当时砸盘的力量呢极其的沉重 29 00:01:17,359 --> 00:01:21,019 但是多头在7350点守住了支撑 30 00:01:21,019 --> 00:01:25,500 随后反弹卖压很快就被粉底买入资金给吸收了 31 00:01:25,500 --> 00:01:27,540 最后三大股指全线上扬 32 00:01:27,540 --> 00:01:29,099 科技股最为强势 33 00:01:29,099 --> 00:01:31,219 那只能大涨2% 34 00:01:31,219 --> 00:01:33,719 标普500收涨1.18% 35 00:01:33,719 --> 00:01:36,739 道指呢也蹭到了0.59%的涨幅 36 00:01:36,739 --> 00:01:39,079 市场内个股涨多跌少 37 00:01:39,079 --> 00:01:42,840 别看整个6月大盘跌的鼻青脸肿哈 38 00:01:42,840 --> 00:01:45,509 其实市场的管度一直在改善 39 00:01:45,509 --> 00:01:48,888 目前64.5%的标普500成份股 40 00:01:48,888 --> 00:01:51,748 都已经处于200日均线上方 41 00:01:51,748 --> 00:01:54,228 高于上周的60.4% 42 00:01:54,228 --> 00:01:57,688 这种指数往下个股往上的积极背离 43 00:01:57,688 --> 00:02:02,228 说明6月份的下跌只是一次健康的内部轮动 44 00:02:02,228 --> 00:02:03,769 而不是在注定 45 00:02:03,769 --> 00:02:07,370 上周指数额都跌破50日均线了哈 46 00:02:07,370 --> 00:02:08,370 今天这么一涨 47 00:02:08,370 --> 00:02:11,830 不仅重新站上了这条中期均线 48 00:02:11,830 --> 00:02:15,270 还直接把上方的缺口给回补了大半 49 00:02:15,270 --> 00:02:17,150 每次市场跌的太深 50 00:02:17,150 --> 00:02:18,430 差点破位的时候 51 00:02:18,430 --> 00:02:22,020 就会出现一条积极的新闻头条来救市 52 00:02:22,020 --> 00:02:23,300 这当然不是巧合 53 00:02:23,300 --> 00:02:25,439 背后都是川宝在划线 54 00:02:25,439 --> 00:02:27,759 今天多头攻势猛烈的 55 00:02:27,759 --> 00:02:32,139 让我有一种今天就已经是7月1号的错觉哈 56 00:02:32,139 --> 00:02:35,699 看来很多人把这两天养老金砸出的坑呢 57 00:02:35,699 --> 00:02:39,900 都视为7月暴涨行情前最后的低吸机会 58 00:02:39,900 --> 00:02:43,099 所以都拼命的这个进场抄底 59 00:02:43,099 --> 00:02:48,259 对于7月行情的乐观情绪已经提前溢出了啊 60 00:02:48,259 --> 00:02:50,240 但这种乐观也是有依据 61 00:02:50,240 --> 00:02:52,240 因为现在的标普百指数 62 00:02:52,240 --> 00:02:55,840 远期市盈率呢只有20.1倍 63 00:02:55,840 --> 00:02:58,520 比5年均值的19.9 64 00:02:58,520 --> 00:03:01,479 和10年均值的19倍都高 65 00:03:01,479 --> 00:03:02,550 那么一丢丢 66 00:03:02,550 --> 00:03:04,270 这个估值到底贵不贵 67 00:03:04,270 --> 00:03:05,689 那得看两个毛 68 00:03:05,689 --> 00:03:07,569 一个呢是利率水平 69 00:03:07,569 --> 00:03:09,810 另一个是企业盈利增速 70 00:03:09,810 --> 00:03:12,659 而不是P1数字本身哈 71 00:03:12,659 --> 00:03:16,080 目前市场对于利率路径还在扯皮 72 00:03:16,080 --> 00:03:17,719 但是对于企业盈利 73 00:03:17,719 --> 00:03:20,360 那是集体开了高光滤镜的 74 00:03:20,360 --> 00:03:23,439 高盛和彭博行业研究都预计 75 00:03:23,439 --> 00:03:24,669 这个二季度 76 00:03:24,669 --> 00:03:27,330 每股企业盈利增幅将会狂飙 77 00:03:27,330 --> 00:03:29,270 22%到23% 78 00:03:29,270 --> 00:03:32,620 接近今年一季度的亮眼表现 79 00:03:32,620 --> 00:03:34,159 美银更是直言 80 00:03:34,159 --> 00:03:36,620 第二季度将会成为AI红利 81 00:03:36,620 --> 00:03:41,319 有硬件垄断向全产业链扩散的里程碑 82 00:03:41,319 --> 00:03:43,520 不仅英伟达继续数钱 83 00:03:43,520 --> 00:03:44,879 数到手抽筋 84 00:03:44,879 --> 00:03:45,840 电力能源 85 00:03:45,840 --> 00:03:47,439 传统服务器组装 86 00:03:47,439 --> 00:03:49,020 甚至工业金融 87 00:03:53,370 --> 00:03:56,409 如果这一波利润暴涨能够兑现的话 88 00:03:56,409 --> 00:04:00,189 那么当下这个20.1倍的估值水平不仅不贵 89 00:04:00,189 --> 00:04:02,439 甚至还很有性价比嗯 90 00:04:02,439 --> 00:04:04,539 配合市场广度的改善 91 00:04:04,539 --> 00:04:07,759 确实咱们也不能够再粗暴的把AI当成 92 00:04:07,759 --> 00:04:10,650 2000年的互联网泡沫来砸哈 93 00:04:10,650 --> 00:04:13,090 唯一的硬伤呢还是那个老问题 94 00:04:13,090 --> 00:04:16,158 就是大哥们砸了千亿美元买硬件 95 00:04:16,158 --> 00:04:19,459 后面到底能不能变成实打实的收入 96 00:04:19,459 --> 00:04:21,678 在这么一片欢乐预期中 97 00:04:21,678 --> 00:04:24,598 只有大摩和小摩在旁边泼冷水 98 00:04:24,598 --> 00:04:25,399 大魔说 99 00:04:25,399 --> 00:04:30,529 如果这个季度云巨头们啊继续闭眼砸钱买单 100 00:04:30,529 --> 00:04:32,550 但是下游做软件 101 00:04:32,550 --> 00:04:36,490 医疗零售的那些弟兄们还是无法在财报中证明 102 00:04:36,490 --> 00:04:39,610 AI已经帮公司赚到了真金白银的话 103 00:04:39,610 --> 00:04:43,930 那现在的科技股AI溢价就是海市蜃楼哈 104 00:04:43,930 --> 00:04:45,199 等财报季一过 105 00:04:45,199 --> 00:04:49,279 市场很容易就陷入利好出境的剧烈修正 106 00:04:49,279 --> 00:04:50,959 而小模呢也表示 107 00:04:50,959 --> 00:04:54,319 二季度标普500的利润看似光鲜 108 00:04:54,319 --> 00:04:56,240 但全靠油价暴涨 109 00:04:56,240 --> 00:04:58,329 给能源巨头送温暖 110 00:05:01,750 --> 00:05:04,029 如果财报一旦证实了消费品 111 00:05:04,029 --> 00:05:07,480 航空物流板块的利润率严重萎缩的话 112 00:05:07,480 --> 00:05:10,759 这会逼着美联储维持高利率更久的时间 113 00:05:10,759 --> 00:05:13,160 对于第三季度的美股估值呢 114 00:05:13,160 --> 00:05:16,680 会来一场钝刀子割肉的隐形绞杀 115 00:05:16,680 --> 00:05:18,620 咱们听话听音哈 116 00:05:18,620 --> 00:05:22,980 高盛大小摩美音他们呢其实都说了真话 117 00:05:22,980 --> 00:05:25,180 但是都只说了半句 118 00:05:25,180 --> 00:05:27,600 如果把他们的话给拼到一起 119 00:05:27,600 --> 00:05:31,889 那才是未来一两个月行情的终极通关密码 120 00:05:31,889 --> 00:05:34,850 就是这个第二季度的财报季很强劲 121 00:05:34,850 --> 00:05:35,850 是真的 122 00:05:35,850 --> 00:05:37,750 但是财报季结束后 123 00:05:37,750 --> 00:05:40,290 美股市场要进行剧烈修正 124 00:05:40,290 --> 00:05:41,459 也是真的 125 00:05:41,459 --> 00:05:43,220 在实际操作策略上呢 126 00:05:43,220 --> 00:05:47,459 这就意味着在这个呃Q2财报季揭晓之前哈 127 00:05:47,459 --> 00:05:49,259 市场会接着奏乐 128 00:05:49,259 --> 00:05:49,939 接着舞 129 00:05:49,939 --> 00:05:53,610 就是嗯乐观情绪会笼罩这个市场 130 00:05:53,610 --> 00:05:56,209 但是等财报季结束之后 131 00:05:56,209 --> 00:05:58,240 就要随时准备跑路了 132 00:05:58,240 --> 00:06:00,639 从历史季节性规律来看 133 00:06:00,639 --> 00:06:02,819 这个策略呢也完全站得住脚 134 00:06:02,819 --> 00:06:07,180 因为7月1向是美股表现最为强势的月份之一 135 00:06:07,180 --> 00:06:10,019 尤其是7月的上半旬哈 136 00:06:10,019 --> 00:06:15,649 就前两周是全年最强劲的多日上涨区间之一 137 00:06:15,649 --> 00:06:16,990 就会这个呃 138 00:06:16,990 --> 00:06:19,500 这两周会出现连续的上涨 139 00:06:19,500 --> 00:06:21,079 根据三雕的数据 140 00:06:21,079 --> 00:06:22,540 自1985年以来 141 00:06:22,540 --> 00:06:23,220 纳指100 142 00:06:23,220 --> 00:06:26,810 在7月上半月上涨的概率高达76% 143 00:06:26,810 --> 00:06:29,500 平均回报率2.2% 144 00:06:29,500 --> 00:06:33,560 这种现象呢主要是有年终大量资金流入 145 00:06:33,560 --> 00:06:35,800 新季度出的资金部署 146 00:06:35,800 --> 00:06:41,829 以及独立日假期前席卷华尔街的爱国乐观情绪 147 00:06:41,829 --> 00:06:42,810 所推动的 148 00:06:42,810 --> 00:06:44,230 谁说华尔街不爱国啊 149 00:06:44,230 --> 00:06:45,959 华尔街很爱国的好吧 150 00:06:45,959 --> 00:06:48,519 如果历史规律这次不掉链子的话 151 00:06:48,519 --> 00:06:50,079 那么6月份的回调哈 152 00:06:50,079 --> 00:06:56,220 正好是在7月上半旬的长情深蹲蓄力了呃 153 00:06:56,220 --> 00:06:59,879 所以这个未来两周走势呢逻辑很清晰 154 00:06:59,879 --> 00:07:01,379 方向就是偏多 155 00:07:01,379 --> 00:07:04,980 无论是看玄学的历史季节性啊也好 156 00:07:04,980 --> 00:07:08,600 还是看这个务实的财报基本面嗯 157 00:07:08,600 --> 00:07:11,139 虽然局势仍存在变数哈 158 00:07:11,139 --> 00:07:13,879 如果出现了宏观消息的冲击 159 00:07:17,819 --> 00:07:20,860 或者呢每一局势突然恶化 160 00:07:20,860 --> 00:07:22,819 人脑子打出狗脑子来 161 00:07:22,819 --> 00:07:26,959 那历史规律也得给这种宏观利空事件让路 162 00:07:26,959 --> 00:07:29,040 呃但股市就是这样子的啦 163 00:07:29,040 --> 00:07:31,319 永远都是机会伴随风险的 164 00:07:31,319 --> 00:07:33,839 哪有百分之百让你赚的是吧 165 00:07:33,839 --> 00:07:37,079 总是要这个十二十%的 166 00:07:37,079 --> 00:07:38,810 小概率事件的可能性 167 00:07:38,810 --> 00:07:41,769 明天呢是6月份的收官日 168 00:07:41,769 --> 00:07:43,750 也是上半年的这个收官日哈 169 00:07:43,750 --> 00:07:46,339 盘中很可能会再次出现资金博弈 170 00:07:46,339 --> 00:07:48,500 因为今天的市场普涨 171 00:07:48,500 --> 00:07:51,788 证明了多头的承接力极强啊 172 00:07:51,788 --> 00:07:54,788 这反而给养老金明天继续出货呢 173 00:07:54,788 --> 00:07:57,279 创造了极好的高位环境 174 00:07:57,279 --> 00:08:01,019 所以多空双方在明天尾盘和盘中的争夺 175 00:08:01,019 --> 00:08:02,990 只会比今天更精彩 176 00:08:02,990 --> 00:08:06,189 费半指数今天反弹了3.8% 177 00:08:06,189 --> 00:08:06,529 三 178 00:08:06,529 --> 00:08:09,149 成份股可以说是满屏飘绿 179 00:08:09,149 --> 00:08:13,910 领涨的全是一般造锄头的AI基础设施股票啊 180 00:08:13,910 --> 00:08:14,649 这也难怪 181 00:08:14,649 --> 00:08:17,519 既然中游的科技巨头们 182 00:08:17,519 --> 00:08:20,569 和这个上游的那个存储厂 183 00:08:20,569 --> 00:08:23,050 正在为了利润分赃不匀 184 00:08:23,050 --> 00:08:23,980 撕破脸 185 00:08:23,980 --> 00:08:28,540 那聪明且不愿在两者的拉锯战中当炮灰哈 186 00:08:28,540 --> 00:08:29,439 一拍大腿 187 00:08:29,439 --> 00:08:32,970 资金直接就往更上游的板块扩散 188 00:08:32,970 --> 00:08:36,590 比如这个提供连接芯片的阿拉伯 189 00:08:36,590 --> 00:08:39,908 以及三大半导体设备商嗯 190 00:08:39,908 --> 00:08:40,889 应用材料 191 00:08:40,889 --> 00:08:43,229 这个LRCX呃 192 00:08:43,229 --> 00:08:44,249 科雷等等 193 00:08:44,249 --> 00:08:49,139 无论是最后苹果赢还是存储厂赢哈 194 00:08:49,139 --> 00:08:52,119 反正AI数据中心还得接着盖 195 00:08:52,119 --> 00:08:54,759 芯片层数呢还得接着堆 196 00:08:54,759 --> 00:08:58,798 那用最上游设备的确定性来对冲 197 00:08:58,798 --> 00:09:01,250 这个中上游撕逼的不确定性 198 00:09:01,250 --> 00:09:05,289 如果存储厂商们顶不住巨头们的压力 199 00:09:05,289 --> 00:09:07,230 被逼着砸钱扩产 200 00:09:07,230 --> 00:09:08,929 那他们赚到的暴利 201 00:09:08,929 --> 00:09:10,918 最终会有相当一部分 202 00:09:10,918 --> 00:09:15,419 要以采购设备的形式吐给这个呃应用材料 203 00:09:15,419 --> 00:09:16,440 L r c x 204 00:09:16,440 --> 00:09:17,179 还有科雷 205 00:09:17,179 --> 00:09:20,120 这表明华尔街并没有放弃AI赛道 206 00:09:20,120 --> 00:09:23,559 只是完成了一次理性的仓位轮动 207 00:09:23,559 --> 00:09:25,240 作为风暴中心 208 00:09:25,240 --> 00:09:26,080 美光科技 209 00:09:26,080 --> 00:09:30,360 今天在盘中呢演了一出惊心动魄的高空蹦极哈 210 00:09:30,360 --> 00:09:31,620 日内一度被砸 211 00:09:31,620 --> 00:09:33,029 升跌近10% 212 00:09:33,029 --> 00:09:34,450 直接跌穿了月线 213 00:09:34,450 --> 00:09:37,250 就在空头们准备开香槟的时候呢 214 00:09:37,250 --> 00:09:39,960 他又这个绝地大反击 215 00:09:39,960 --> 00:09:42,419 硬生生拉回到了5日均线上方 216 00:09:42,419 --> 00:09:44,820 最终抹去了日内全部跌幅哈 217 00:09:44,820 --> 00:09:46,970 还收涨了1.14% 218 00:09:46,970 --> 00:09:51,490 所以这说明信仰仍在空头被碾压了 219 00:09:51,490 --> 00:09:52,970 不得不说嗯 220 00:09:52,970 --> 00:09:56,950 有时候吧苹果的江湖地位呢摆在那儿 221 00:09:56,950 --> 00:09:58,590 他只要一拍桌子哈 222 00:09:58,590 --> 00:10:00,059 不管有理没理 223 00:10:00,059 --> 00:10:02,960 存储板块都得先抖三抖 224 00:10:02,960 --> 00:10:04,879 空头们呢也闻风而动 225 00:10:04,879 --> 00:10:09,578 比如高盛连夜就洋洋洒洒的写了一篇小作文 226 00:10:09,578 --> 00:10:13,678 一口气给存储板块列了三大罪状呃 227 00:10:13,678 --> 00:10:15,830 一是HBM涨不动了 228 00:10:15,830 --> 00:10:20,149 二呢是长鑫存储等中国友商要来抢饭碗了 229 00:10:20,149 --> 00:10:23,220 三是AI服务器投资要失速了 230 00:10:23,220 --> 00:10:24,179 最后定调啊 231 00:10:24,179 --> 00:10:25,919 这可不是短期波动哈 232 00:10:25,919 --> 00:10:29,220 存储这个呃情况是结构性危机 233 00:10:29,220 --> 00:10:30,139 不仅如此啊 234 00:10:30,139 --> 00:10:32,940 今天盘前还飞出了一只黑天鹅嗯 235 00:10:32,940 --> 00:10:34,179 就有媒体报道说 236 00:10:34,179 --> 00:10:37,620 有14个消费者和三家电脑零售商呢 237 00:10:37,620 --> 00:10:41,740 突然对三星海力士还有美观发起了集体诉讼 238 00:10:41,740 --> 00:10:44,720 控告他们操纵drum市场 239 00:10:44,720 --> 00:10:46,279 限制供应合法 240 00:10:46,279 --> 00:10:47,740 掐脖子涨价 241 00:10:47,740 --> 00:10:49,940 别看原告人丁稀少哈 242 00:10:49,940 --> 00:10:52,259 在美国这种集体诉讼制度下 243 00:10:52,259 --> 00:10:53,179 一旦打赢了 244 00:10:53,179 --> 00:10:54,909 所有消费者都可以获赔 245 00:10:54,909 --> 00:10:57,009 感觉这个事情背后不简单啊 246 00:10:57,009 --> 00:10:57,629 水很深 247 00:10:57,629 --> 00:10:59,169 有苹果的推手呀 248 00:10:59,169 --> 00:11:01,370 官司能不能赢不重要哈 249 00:11:01,370 --> 00:11:05,049 重要的是在舆论上先把存储厂给批臭 250 00:11:05,049 --> 00:11:07,330 更觉得是英国金融时报 251 00:11:07,330 --> 00:11:08,029 还有犯风 252 00:11:08,029 --> 00:11:08,389 称 253 00:11:08,389 --> 00:11:10,250 苹果呢为了不当冤大头 254 00:11:10,250 --> 00:11:13,450 正向美国政府高层紧急游说 255 00:11:13,450 --> 00:11:18,809 哭喊着要豁免采购中国长鑫存储的DARM芯片 256 00:11:18,809 --> 00:11:22,710 这一招其实就和前些天这个微软放出风声 257 00:11:22,710 --> 00:11:25,490 说要采用deep seek来制衡OpenAI 258 00:11:25,490 --> 00:11:26,440 如出一辙哈 259 00:11:26,440 --> 00:11:28,320 本质上就是你要是再跪 260 00:11:28,320 --> 00:11:29,799 我就要用平替了啊 261 00:11:29,799 --> 00:11:33,019 目的呢就是逼迫对方上谈判桌 262 00:11:33,019 --> 00:11:34,919 现在的问题其实也不是 263 00:11:34,919 --> 00:11:37,679 苹果与美观科技的私人恩怨 264 00:11:37,679 --> 00:11:43,110 而是中游那四家云大厂的的态度嗯 265 00:11:43,110 --> 00:11:48,090 是否他们就不愿再继续当存储厂商的提款机了 266 00:11:48,090 --> 00:11:50,990 这个苹果砸厂是不是呃 267 00:11:50,990 --> 00:11:52,490 他们代表出头 268 00:11:52,490 --> 00:11:54,909 不过无论巨头们怎么想哈 269 00:11:54,909 --> 00:11:58,500 短期内的现实呢就是美观 270 00:11:58,500 --> 00:11:59,600 SK海力士 271 00:11:59,600 --> 00:12:04,279 三星这三家存储巨头仍拥有绝对定价权 272 00:12:04,279 --> 00:12:06,059 云大厂骂归骂 273 00:12:06,059 --> 00:12:07,100 身体很诚实 274 00:12:07,100 --> 00:12:09,419 还得乖乖的排队送钱 275 00:12:09,419 --> 00:12:13,240 这也解释了为什么美国股价每次砸出深坑 276 00:12:13,240 --> 00:12:15,980 总有抄底资金进去增香 277 00:12:15,980 --> 00:12:19,548 但是那这种情况如果一直这么继续下去 278 00:12:19,548 --> 00:12:20,948 中期也是个隐患 279 00:12:20,948 --> 00:12:25,110 因为中下游的强烈不满呢正在积累 280 00:12:25,110 --> 00:12:26,830 甚至嗯这些巨头们 281 00:12:26,830 --> 00:12:31,090 可能呃这个对于存储厂商们的对立情绪啊 282 00:12:31,090 --> 00:12:33,580 超过了对英伟达的忌惮了 283 00:12:33,580 --> 00:12:35,899 万一哪天某个云巨头 284 00:12:35,899 --> 00:12:38,299 真的因为投资回报率撑不住 285 00:12:38,299 --> 00:12:42,078 率先削减了20272028年的资本开支 286 00:12:42,078 --> 00:12:46,418 那整个AI产业链哈就会瞬间连锁破裂 287 00:12:46,418 --> 00:12:48,559 火烧连营700里 288 00:12:48,559 --> 00:12:51,139 到时候存储厂受到的反噬 289 00:12:51,139 --> 00:12:53,720 那绝对比云巨头还要惨烈的哈 290 00:12:53,720 --> 00:12:56,950 但这个是呃最坏最坏的情况了 291 00:12:56,950 --> 00:12:58,490 大家都是体面人嘛 292 00:12:58,490 --> 00:13:01,089 最后大概率还是会各退一步 293 00:13:01,089 --> 00:13:02,629 利益均沾哈 294 00:13:02,629 --> 00:13:06,169 存储的新厂能建起来最少要两三年 295 00:13:06,169 --> 00:13:10,070 现在就搁这儿去炒作这个焦虑 296 00:13:10,070 --> 00:13:11,570 价格放缓了 297 00:13:11,570 --> 00:13:12,870 供大于求啦 298 00:13:12,870 --> 00:13:14,929 那纯属杞人忧天 299 00:13:14,929 --> 00:13:17,330 华尔街这帮人呢365天 300 00:13:17,330 --> 00:13:19,330 每天都在多空反水 301 00:13:19,330 --> 00:13:21,169 上涨的时候有上涨的理由 302 00:13:21,169 --> 00:13:23,110 下跌的时候有下跌的理由 303 00:13:23,110 --> 00:13:24,739 尤其是高盛嗯 304 00:13:24,739 --> 00:13:27,438 那些话咱们一句都不要去听去信 305 00:13:27,438 --> 00:13:29,798 只要动能还没有彻底死透 306 00:13:29,798 --> 00:13:31,960 这个存储板块的 307 00:13:31,960 --> 00:13:37,299 今年年内啊暴跌一律按照洗盘来看待哈来处理 308 00:13:37,299 --> 00:13:40,399 今天太空概念股集体开挂了 309 00:13:40,399 --> 00:13:41,820 space x的确认 310 00:13:41,820 --> 00:13:44,460 将于7月7号被正式纳入 311 00:13:44,460 --> 00:13:46,039 纳斯达克100指数市场 312 00:13:46,039 --> 00:13:48,899 预计这次调整能够强行吸金 313 00:13:48,899 --> 00:13:50,970 43亿美元的被动卖盘 314 00:13:50,970 --> 00:13:51,889 与此同时 315 00:13:51,889 --> 00:13:55,240 SPACEX最近刚发了250亿美的大额债券 316 00:13:55,240 --> 00:13:57,220 虽然抢购的人挤破了头 317 00:13:57,220 --> 00:13:58,799 但据说发完之后 318 00:13:58,799 --> 00:14:01,299 债券价格居然光速破发 319 00:14:01,299 --> 00:14:03,720 把一众交易员们都给跌碎了眼镜 320 00:14:03,720 --> 00:14:05,539 这可能也解释了它的股价 321 00:14:05,539 --> 00:14:09,328 为什么最近就走出火箭回收的K线 322 00:14:09,328 --> 00:14:13,668 特许通讯CHTR股价今天日内高开低走 323 00:14:13,668 --> 00:14:15,609 盘前暴涨28% 324 00:14:15,609 --> 00:14:17,299 盘中持续回落 325 00:14:17,299 --> 00:14:19,620 涨幅收窄到9.4% 326 00:14:19,620 --> 00:14:24,059 公司宣布与SPACEX勾搭移动通信合作 327 00:14:24,059 --> 00:14:27,000 作为美国宽带界的地头蛇哈 328 00:14:27,000 --> 00:14:31,200 特许通讯打算用自己的地面基建去搬SPACEX 329 00:14:31,200 --> 00:14:34,179 分担卫星手机的通信流量 330 00:14:34,179 --> 00:14:35,568 这要是谈成了 331 00:14:35,568 --> 00:14:36,969 那马斯克的星链 332 00:14:36,969 --> 00:14:39,889 直接就变成彻头彻尾的电信运营商了 333 00:14:39,889 --> 00:14:42,809 直接下层收割普通消费者 334 00:14:42,809 --> 00:14:46,710 rocket lab股价今天呢跳空大涨16%哈 335 00:14:46,710 --> 00:14:50,029 不枉我在上周92和85美元 336 00:14:50,029 --> 00:14:52,039 分批这个超了它 337 00:14:52,039 --> 00:14:56,559 公司宣布将以每股嗯54美元的价格 338 00:14:56,559 --> 00:15:01,470 通过现金与股票相结合的方式收购IRDM 339 00:15:01,470 --> 00:15:03,590 这一波战略混合呢 340 00:15:03,590 --> 00:15:07,149 会让working lab直接进化成全能战士哈 341 00:15:07,149 --> 00:15:10,129 从火箭发射卫星制造嗯 342 00:15:10,129 --> 00:15:15,009 频谱管理到在轨通信全产业链一条龙服务 343 00:15:15,009 --> 00:15:19,019 就真的把自己打想打造成一个小型的SPACEX了 344 00:15:19,019 --> 00:15:20,220 这股价表现呢 345 00:15:20,220 --> 00:15:20,700 也说明 346 00:15:20,700 --> 00:15:24,309 投资者应该是相当看好这个收购案与公司 347 00:15:24,309 --> 00:15:25,710 未来发展方向的 348 00:15:25,710 --> 00:15:28,830 被收购的IRDM股价今天也跟着躺赢 349 00:15:28,830 --> 00:15:30,859 暴涨了25.5% 350 00:15:30,859 --> 00:15:33,139 MST2股价连续大跌之后 351 00:15:33,139 --> 00:15:34,438 今天死猫跳哈 352 00:15:34,438 --> 00:15:36,279 股价涨了12.6% 353 00:15:36,279 --> 00:15:40,200 公司宣布要砸10亿美元来回购自家A类股票 354 00:15:40,200 --> 00:15:41,399 提振信心 355 00:15:41,399 --> 00:15:43,639 至于这10亿美元从哪来呢 356 00:15:43,639 --> 00:15:44,320 大家都懂 357 00:15:44,320 --> 00:15:47,559 无非就是卖点手头的比特币来套现 358 00:15:47,559 --> 00:15:49,860 按照MSTR的一贯尿性 359 00:15:49,860 --> 00:15:52,809 今天宣布回购10亿美元哈 360 00:15:52,809 --> 00:15:56,700 过几天可能就要宣布增发20亿美元去买币了 361 00:15:59,700 --> 00:16:03,220 只要能够熬到美联储降息放水 362 00:16:03,220 --> 00:16:06,568 就能够一直无限套娃地玩下去 363 00:16:06,568 --> 00:16:09,729 环球影城的母公司康卡斯特呢 364 00:16:09,729 --> 00:16:11,668 因为宣布重大分拆 365 00:16:11,668 --> 00:16:14,009 股价盘前一路狂飙了25% 366 00:16:14,009 --> 00:16:15,919 结果开盘后一路低走 367 00:16:15,919 --> 00:16:19,039 最终只勉强收涨4.5% 368 00:16:19,039 --> 00:16:19,279 三 369 00:16:19,279 --> 00:16:21,600 公司计划搞免税拆分 370 00:16:21,600 --> 00:16:23,359 把集团一分为二 371 00:16:23,359 --> 00:16:25,859 一个专注于传媒娱乐 372 00:16:25,859 --> 00:16:28,099 另外一个呢专攻通信技术 373 00:16:28,099 --> 00:16:31,379 现在有的股东两头拿股饼画的很大哈 374 00:16:31,379 --> 00:16:34,440 但是分拆预计要在一年内才能完成 375 00:16:34,440 --> 00:16:36,220 所以这个一年的大饼期 376 00:16:36,220 --> 00:16:40,750 显然让今天的短线资金呢选择先落袋为安了 377 00:16:40,750 --> 00:16:43,110 所以股价只持续回落嗯 378 00:16:43,110 --> 00:16:46,730 行今天我们就简单的说到这里 379 00:16:46,730 --> 00:16:50,029 那就让我们迎接明天6月收官日吧 380 00:16:50,029 --> 00:16:51,419 我们明天见拜拜
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