BV1eJ786XEgQ · 请不要叫我梁同学1 00:00:13,240 --> 00:00:13,800 大家好 2 00:00:13,800 --> 00:00:14,839 欢迎回来到了说美股 3 00:00:16,780 --> 00:00:19,120 韩国股市今天率先反弹 4 00:00:19,120 --> 00:00:22,219 COSPP指数从昨天的坑里爬出来 5 00:00:22,219 --> 00:00:23,579 收涨3%点 6 00:00:23,579 --> 00:00:26,269 三大工程SK海力士表示 7 00:00:26,269 --> 00:00:29,649 计划最快7月10号就登陆纳斯达克 8 00:00:29,649 --> 00:00:31,890 筹集至多294亿美元 9 00:00:31,890 --> 00:00:34,310 以扩大它的全球投资者基础 10 00:00:34,310 --> 00:00:39,329 所得资金呢将会全数投入AI晶片与高频宽济一体 11 00:00:39,329 --> 00:00:42,310 就是HBM的这个产能扩建 12 00:00:42,310 --> 00:00:46,590 这不仅会大幅超越阿里巴巴在2014年创下的 13 00:00:46,590 --> 00:00:48,399 二百十八亿美元记录哈 14 00:00:48,399 --> 00:00:53,409 更有望成为全球史上最大规模的ADR上市嗯 15 00:00:53,409 --> 00:00:55,229 承销团呢也已经选定了 16 00:00:55,229 --> 00:00:56,630 由美银花旗 17 00:00:56,630 --> 00:01:01,869 高盛和摩根大通等华尔街顶级投行们共同主导承销 18 00:01:01,869 --> 00:01:03,189 就拜码头 19 00:01:03,189 --> 00:01:05,250 这些大佬们全都一一拜到了 20 00:01:05,250 --> 00:01:06,469 阵容豪华 21 00:01:06,469 --> 00:01:08,189 公告发布之后 22 00:01:08,189 --> 00:01:10,170 就提振了投资者的情绪 23 00:01:10,170 --> 00:01:12,829 昨天那个sche research还放谣言 24 00:01:12,829 --> 00:01:13,260 说 25 00:01:13,260 --> 00:01:15,280 海力士的DR算是延迟 26 00:01:15,280 --> 00:01:17,579 今天公司就立即破谣了 27 00:01:17,579 --> 00:01:19,140 但是美股这一边呢 28 00:01:19,140 --> 00:01:23,420 半导体板块在美光科技财报与PC数据出炉之前 29 00:01:23,420 --> 00:01:24,640 观望情绪浓厚 30 00:01:26,709 --> 00:01:29,290 场内资金躲到其他板块避险 31 00:01:29,290 --> 00:01:33,290 所以大盘整体还能够撑着美债收益率走低呢 32 00:01:33,290 --> 00:01:34,590 给美股带来的支撑 33 00:01:34,590 --> 00:01:36,890 三大股指今天收势变化不大 34 00:01:37,170 --> 00:01:39,689 标普与纳指受到科技股的拖累 35 00:01:39,689 --> 00:01:40,489 小幅收跌 36 00:01:40,489 --> 00:01:42,180 而道指小幅收涨 37 00:01:42,180 --> 00:01:44,959 10年期美债收益率今天是大幅回落呀 38 00:01:44,959 --> 00:01:47,310 霍尔木兹海峡维持开放 39 00:01:47,310 --> 00:01:49,310 推动了油价持续走低 40 00:01:49,310 --> 00:01:51,890 使得通胀压力大幅缓解 41 00:01:51,890 --> 00:01:56,549 美联储加息的紧迫性呢也随之这个降温呃 42 00:01:56,549 --> 00:01:58,189 但是香料认为哈 43 00:01:58,189 --> 00:02:01,000 我是低通胀的承诺呢 44 00:02:02,519 --> 00:02:05,040 有助于支撑长期国债收益率 45 00:02:05,040 --> 00:02:07,198 并且压缩期限溢价 46 00:02:07,198 --> 00:02:09,479 而川普今年发帖指责 47 00:02:09,479 --> 00:02:14,780 那些石油公司们没有将油价的下跌传导到加油站零售价 48 00:02:18,400 --> 00:02:21,159 因为通胀其实是有传导效应的哈 49 00:02:21,159 --> 00:02:23,199 并不是说你油价下跌了 50 00:02:23,199 --> 00:02:26,719 其他的商品也一定会跟着这个降价 51 00:02:26,719 --> 00:02:30,039 但是川普为呢为了赢得中期选举 52 00:02:30,039 --> 00:02:32,849 他肯定是要这个呃控制物价 53 00:02:32,849 --> 00:02:35,330 美光科技现在盘后公布了财报 54 00:02:35,330 --> 00:02:37,430 公司业绩不出意外的炸裂 55 00:02:37,430 --> 00:02:40,349 Q3营收四百十四.600000000美元 56 00:02:40,349 --> 00:02:43,050 净利润282.4亿美元 57 00:02:43,050 --> 00:02:46,789 Q4指引各项数据呢也全面超出市场预期 58 00:02:46,789 --> 00:02:51,729 预计Q4调整后营收490亿到五百十亿美元之间 59 00:02:51,729 --> 00:02:54,550 调整后毛利率高达86% 60 00:02:54,550 --> 00:02:58,210 调整后每股收益预计在30~32美元之间 61 00:02:58,210 --> 00:03:04,120 HBM4已经开始向呃客户平台进行大批量出货 62 00:03:04,120 --> 00:03:09,719 HBM41预计将会于2027日历年实现这个量产 63 00:03:09,719 --> 00:03:10,879 就是明年哈 64 00:03:10,879 --> 00:03:16,419 预计存储供应紧张状况呢将会持续到2027年日历年后 65 00:03:16,419 --> 00:03:22,139 而且目前还没有嗯明确看到供应改善需求的时间点 66 00:03:22,139 --> 00:03:28,169 这一番话证伪了此前关于SK海力士放缓HBM4扩产带来的猜测 67 00:03:28,169 --> 00:03:32,389 收益预计将会在2027年达到顶峰 68 00:03:32,389 --> 00:03:34,189 然后才会下降 69 00:03:34,189 --> 00:03:37,270 而股价呢往往会领先利润见顶 70 00:03:37,270 --> 00:03:42,219 因此美观股价高点可能会早于盈利高点出现 71 00:03:42,219 --> 00:03:46,539 但是那也是可以等到2027年再担心 72 00:03:46,539 --> 00:03:51,099 现在2026年好日子还可以持续几个季度 73 00:03:51,099 --> 00:03:53,680 所以现在盘后股价大涨了 74 00:03:53,680 --> 00:03:57,379 期权市场在此之前呢已经压住美光科技财报后 75 00:03:57,379 --> 00:04:00,360 股价单日波动幅度大约14% 76 00:04:00,360 --> 00:04:04,050 对应市值变化超过1500亿美元 77 00:04:04,050 --> 00:04:05,629 sport ga数据显示 78 00:04:05,629 --> 00:04:12,189 压住美光科技股价季后上涨的看涨期权溢价要明显高于put就看跌哈 79 00:04:12,189 --> 00:04:15,270 所以看涨情绪是非常浓厚的 80 00:04:15,270 --> 00:04:21,370 有神秘买家花了大约6100万美元买入了今年7月17号到期 81 00:04:21,370 --> 00:04:22,740 行驶价嗯 82 00:04:22,740 --> 00:04:25,839 430美元的美观的看涨期权 83 00:04:25,839 --> 00:04:27,399 这种操作性质接近 84 00:04:27,399 --> 00:04:29,129 就直接持有股份 85 00:04:29,129 --> 00:04:32,579 在期权隐含波动率极高的时候嗯 86 00:04:32,579 --> 00:04:38,019 这种深度实值合约呢能够有效地减少业绩后因为波动率坍缩 87 00:04:38,019 --> 00:04:40,908 这个面临的价格缩水风险 88 00:04:40,908 --> 00:04:42,790 但与此同时嗯 89 00:04:42,790 --> 00:04:45,269 根据另外机构监测显示哈 90 00:04:45,269 --> 00:04:46,930 在美观科技财报前 91 00:04:46,930 --> 00:04:49,860 有两名链上主力做空巨鲸 92 00:04:49,860 --> 00:04:55,319 在hypoly create这个平台相继开立了美观的空单 93 00:04:55,319 --> 00:04:58,699 合计规模呢达到830万美元 94 00:04:58,699 --> 00:05:02,709 建仓均价大约为1071美元 95 00:05:02,709 --> 00:05:06,079 清算线位于1470美元 96 00:05:06,079 --> 00:05:09,579 其中有一名是知名交易员CBB 97 00:05:09,579 --> 00:05:14,500 他呢曾因为在2025年公开组织猎杀数亿美元规模的 98 00:05:14,500 --> 00:05:16,379 比特币空头巨鲸事件 99 00:05:16,379 --> 00:05:17,939 受到了广泛的关注 100 00:05:17,939 --> 00:05:20,240 被誉为列金小队的领队 101 00:05:20,240 --> 00:05:25,298 KOLCPP从6月10号就开始做空美观科技了 102 00:05:25,298 --> 00:05:27,738 嗯如果在这个财报前 103 00:05:27,738 --> 00:05:29,619 他有获利止盈的话 104 00:05:29,619 --> 00:05:30,139 那没事 105 00:05:30,139 --> 00:05:31,759 但是如果还持有的话 106 00:05:31,759 --> 00:05:33,939 看这个股价盘后走势 107 00:05:33,939 --> 00:05:36,019 目前是多头获胜了哈 108 00:05:36,019 --> 00:05:37,800 野村证券指出 109 00:05:37,800 --> 00:05:39,480 嗯美观的业绩 110 00:05:39,480 --> 00:05:44,309 目前在股票指数期权市场的事件溢价呢 111 00:05:44,309 --> 00:05:48,379 已经高于最近一次美联储议息了 112 00:05:48,379 --> 00:05:53,620 甚至可以与英伟达过往业绩前的市场关注度可以相比哈 113 00:05:53,620 --> 00:05:59,139 嗯将在相当程度上会左右全球科技股的短期走势 114 00:05:59,139 --> 00:06:03,928 如果明天股价的波动幅度只有5%的话 115 00:06:03,928 --> 00:06:07,870 那么对于嗯股市未必会产生实际的影响 116 00:06:07,870 --> 00:06:08,709 就是美观 117 00:06:08,709 --> 00:06:10,990 如果涨跌只有5%以内 118 00:06:10,990 --> 00:06:13,529 那对大盘影响不大嗯 119 00:06:13,529 --> 00:06:15,649 但若是这个美观 120 00:06:15,649 --> 00:06:20,050 明天的升跌幅度达到10%以上的话 121 00:06:20,050 --> 00:06:25,470 那就可能会让科技股在未来的一到两周出现上涨或下跌趋势 122 00:06:25,470 --> 00:06:28,279 就取决于美观科技的激活反应 123 00:06:28,279 --> 00:06:30,100 再来看标普500指数 124 00:06:30,100 --> 00:06:33,819 目前多空呢正在激烈争夺这条50日均线 125 00:06:33,819 --> 00:06:36,379 多头今天拉到缺口与10日均线后 126 00:06:36,379 --> 00:06:37,600 信心不足啊 127 00:06:37,600 --> 00:06:39,168 反弹动能消退 128 00:06:39,168 --> 00:06:42,509 导致指数呢重新回落到50日均线 129 00:06:42,509 --> 00:06:46,668 日K再次收出了一根带有较长上影线的阴线十字星 130 00:06:46,668 --> 00:06:49,120 美光科技的股价现在盘后涨了哈 131 00:06:49,120 --> 00:06:51,779 如果明天能够继续保持强势 132 00:06:51,779 --> 00:06:53,899 就涨幅10%以上的话 133 00:06:53,899 --> 00:06:56,300 那么指数也有希望就反弹 134 00:06:56,300 --> 00:06:59,459 或许有机会回补掉这个缺口 135 00:06:59,459 --> 00:07:04,740 若是缺口连续两三个交易日都没有被回补掉的话啊 136 00:07:04,740 --> 00:07:05,779 那就不太妙了 137 00:07:05,779 --> 00:07:08,319 将会强化这个下跌动态 138 00:07:08,319 --> 00:07:10,730 所以嗯明天哈非常重要 139 00:07:10,730 --> 00:07:12,189 业务有PC数据 140 00:07:12,189 --> 00:07:15,730 又有这个美观科技的季后市场反应 141 00:07:15,730 --> 00:07:18,658 嗯观察明天的呃走势 142 00:07:18,658 --> 00:07:22,779 就基本上可以知道未来短期的这一个方向了 143 00:07:26,019 --> 00:07:28,288 由于美元指数强势反攻 144 00:07:28,288 --> 00:07:29,209 风靡市场 145 00:07:29,209 --> 00:07:32,028 两年之久的贬值交易正在瓦解 146 00:07:32,028 --> 00:07:34,629 所谓的贬值交易指的是增持黄金 147 00:07:34,629 --> 00:07:35,988 比特币等资产 148 00:07:35,988 --> 00:07:41,800 规避美元这个策略也是过去两年嗯美国金融市场的主要趋势之一 149 00:07:41,800 --> 00:07:43,540 美国债务规模激增 150 00:07:46,459 --> 00:07:49,610 加剧了人们对于美元购买力下降的担忧 151 00:07:49,610 --> 00:07:51,829 但是现在美国经济强劲 152 00:07:51,829 --> 00:07:53,180 就业市场稳健 153 00:07:53,180 --> 00:07:56,740 美联储的鹰派转向呢更是进一步推高了美元 154 00:07:56,740 --> 00:08:00,490 所以比特币黄金都走熊了嗯 155 00:08:00,490 --> 00:08:06,788 本月迄今全球规模最大的黄金ETF资金流出量已经接近10亿美元 156 00:08:06,788 --> 00:08:08,608 自2月末以来的话 157 00:08:08,608 --> 00:08:12,519 那累计资金流出规模已经达到了120亿美元 158 00:08:12,519 --> 00:08:16,589 创下2013年以来四个月最大撤资记录 159 00:08:16,589 --> 00:08:19,870 只要这个市场还维持着加息预期哈 160 00:08:19,870 --> 00:08:22,339 那美元就会继续保持强势 161 00:08:22,339 --> 00:08:23,399 个股方面 162 00:08:23,399 --> 00:08:24,779 fox it数据显示 163 00:08:24,779 --> 00:08:27,899 美观与英伟达已经成为标普500指数 164 00:08:27,899 --> 00:08:32,090 第二季这个盈利增长的重要贡献者 165 00:08:32,090 --> 00:08:33,909 如果剔除掉这两家公司 166 00:08:33,909 --> 00:08:39,159 标普500预期盈利增速呢将会有22%降到14.9% 167 00:08:39,159 --> 00:08:44,639 可是美观的股价年初以来涨了265%呃 168 00:08:44,639 --> 00:08:47,860 因为它今年年初以来却只涨了6.8% 169 00:08:47,860 --> 00:08:50,279 这个不符合他做出的贡献呀 170 00:08:50,279 --> 00:08:53,159 不仅跑输了标普500余纳只 171 00:08:53,159 --> 00:08:56,220 更是被费棒也甩出了三条街哈 172 00:08:56,220 --> 00:08:59,190 市值现在已经跌破5万亿美元了 173 00:08:59,190 --> 00:09:00,830 所以咱们等了半年 174 00:09:00,830 --> 00:09:04,269 原来他在AI菜单上不在餐桌上呀 175 00:09:04,269 --> 00:09:05,850 公司今天开法会 176 00:09:05,850 --> 00:09:07,289 黄老板说话动听 177 00:09:07,289 --> 00:09:08,110 然并卵啊 178 00:09:08,110 --> 00:09:09,710 股价照样吃狗屎 179 00:09:09,710 --> 00:09:14,990 自5月14号高点236.26美元持续回落哈 180 00:09:18,190 --> 00:09:20,289 收盘前都没能够拉回去 181 00:09:20,289 --> 00:09:22,450 下跌趋势明显嗯 182 00:09:22,450 --> 00:09:27,169 上方月均线与50日均线呢形成了双均线压力带 183 00:09:27,169 --> 00:09:31,328 中短期空头可以说是占据了呃较大的优势 184 00:09:31,328 --> 00:09:33,688 可能股价还会进一步下探 185 00:09:33,688 --> 00:09:41,549 虽然说美观科技先这个股价上涨或许能让英伟达的股价也反抽一下 186 00:09:41,549 --> 00:09:48,340 但是什么时候股价能够收盘站稳这条月均线上方结构才能够改善 187 00:09:48,340 --> 00:09:50,700 如果是在月均线下方的话 188 00:09:50,700 --> 00:09:54,460 那所有的上涨都是反抽来看待达子呢 189 00:09:54,460 --> 00:09:55,700 自己已经废了 190 00:09:55,700 --> 00:10:00,669 碰瓷达子的CBIS股价更是狂泻了19.5%哈 191 00:10:00,669 --> 00:10:03,830 都已经跌破IPO发行价185美元了 192 00:10:03,830 --> 00:10:05,099 但还是太贵 193 00:10:05,099 --> 00:10:10,379 当初他IPO定价一开始是一百二十一百三十美元的结果 194 00:10:10,379 --> 00:10:14,399 因为被华尔街无量机构们分抬身价 195 00:10:14,399 --> 00:10:17,659 公司接二连三的就提高了IPO价格 196 00:10:17,659 --> 00:10:20,389 最后居然拉到了185美元 197 00:10:20,389 --> 00:10:22,370 真是不把散户们当人哈 198 00:10:22,370 --> 00:10:23,950 当成猪来宰了 199 00:10:23,950 --> 00:10:25,049 人傻钱多 200 00:10:25,049 --> 00:10:25,950 速来啊 201 00:10:25,950 --> 00:10:29,549 昨天WEDBUSH才刚刚灿多270美元呢 202 00:10:29,549 --> 00:10:31,700 这垃圾机构害人不浅 203 00:10:31,700 --> 00:10:34,639 谷歌股价呢今天早盘的时候还反弹 204 00:10:34,639 --> 00:10:36,840 标普道琼斯指数公司表示 205 00:10:36,840 --> 00:10:41,970 谷歌将会从6月29号起取代VERIZON成为蓝筹股 206 00:10:41,970 --> 00:10:44,889 道琼斯工业平均指数的成分股 207 00:10:44,889 --> 00:10:47,960 所以这个股价原本涨的还好好的 208 00:10:47,960 --> 00:10:50,000 结果午后呢突然传来利空 209 00:10:50,000 --> 00:10:51,139 股价又掉了 210 00:10:51,139 --> 00:10:52,320 彭博报道称 211 00:10:52,320 --> 00:10:56,580 谷歌又有两名顶尖AI研究人员正计划离职 212 00:10:56,580 --> 00:10:58,240 跳槽到ENTROPK 213 00:10:58,240 --> 00:11:02,919 这个消息就进一步加剧了外界对于谷歌在AI嗯领域 214 00:11:02,919 --> 00:11:05,809 这个领先地位可能被削弱的担忧 215 00:11:05,809 --> 00:11:07,889 这已经不是在挖墙角了哈 216 00:11:07,889 --> 00:11:09,169 是要挖楼了 217 00:11:09,169 --> 00:11:11,929 这所谓叔可忍婶不可忍呀 218 00:11:11,929 --> 00:11:17,039 建议谷歌明天就宣布哈将token跳楼价立减80% 219 00:11:17,039 --> 00:11:18,889 把整个桌子给掀了 220 00:11:18,889 --> 00:11:20,350 随着油价走低 221 00:11:20,350 --> 00:11:22,669 航空邮轮股呢集体上涨 222 00:11:22,669 --> 00:11:26,460 皇家加勒比邮轮RCL今天涨了3.69% 223 00:11:26,460 --> 00:11:30,460 阿拉斯加航空ALK股价涨了4.78% 224 00:11:30,460 --> 00:11:32,450 瑞银发布研报指出 225 00:11:32,450 --> 00:11:36,230 航空燃油价格在过去一个月已经下跌了约30% 226 00:11:36,230 --> 00:11:38,559 即时票价上升 227 00:11:38,559 --> 00:11:40,740 旅游需求仍然保持稳固 228 00:11:40,740 --> 00:11:42,200 所以这些公司都很赚钱了 229 00:11:42,200 --> 00:11:45,049 现在点名美国航空AAL 230 00:11:45,049 --> 00:11:48,759 还有美联航UAL为他的首选呃 231 00:11:48,759 --> 00:11:51,200 并且呢重申对达美航空 232 00:11:51,200 --> 00:11:54,669 西南航空以及阿拉斯加航空的买入评级 233 00:11:54,669 --> 00:11:56,809 市场现在流动性收紧 234 00:11:56,809 --> 00:12:00,009 水浅王八多靠腰鼓来充当气氛 235 00:12:00,009 --> 00:12:04,740 组快餐连锁企业WEN股价今天日内剧烈波动 236 00:12:04,740 --> 00:12:06,599 一度涨超41% 237 00:12:06,599 --> 00:12:08,458 收盘涨幅收窄了一半 238 00:12:08,458 --> 00:12:13,589 原因呢是这个股票被美股散户大军们给盯上了 239 00:12:13,589 --> 00:12:15,769 在散户炒股论坛上哈 240 00:12:15,769 --> 00:12:19,568 相关的讨论激增背后其实是有游资推动 241 00:12:19,568 --> 00:12:24,730 将这一家快餐连锁店呢描述为一个遭受了重创的消费品牌 242 00:12:24,730 --> 00:12:30,309 空头仓位高约有23%的自由流通股都处于卖空状态 243 00:12:30,309 --> 00:12:32,669 怂恿散户们掏钱买入 244 00:12:32,669 --> 00:12:33,328 逼空 245 00:12:33,328 --> 00:12:34,328 过去一年里 246 00:12:34,328 --> 00:12:36,149 由于受到高通胀冲击 247 00:12:36,149 --> 00:12:38,659 消费者减少了外出就餐支出 248 00:12:38,659 --> 00:12:41,779 所以很多餐饮股都跌的亲妈都认不出来 249 00:12:41,779 --> 00:12:42,879 WEN也一样 250 00:12:42,879 --> 00:12:43,970 股价腰斩 251 00:12:43,970 --> 00:12:48,730 公司美国同店销售额在今年一季度下降了7.8% 252 00:12:48,730 --> 00:12:52,879 较去年同期下降2.8%的表现又进一步恶化了 253 00:12:52,879 --> 00:12:53,899 近年来哈 254 00:12:53,899 --> 00:12:57,320 was three bet其实也多次掀起密股热潮 255 00:12:57,320 --> 00:12:59,659 不断地寻找新的炒作目标 256 00:12:59,659 --> 00:13:02,220 比如嗯去年的时候 257 00:13:02,220 --> 00:13:05,059 甜甜圈制造3DNUT 258 00:13:05,059 --> 00:13:07,019 还有这个房屋买卖平台 259 00:13:07,019 --> 00:13:07,659 Open door 260 00:13:07,659 --> 00:13:09,539 都曾因为散户集中买入 261 00:13:09,539 --> 00:13:10,578 股价暴涨 262 00:13:10,578 --> 00:13:13,740 但是并不是每一个都能够从严 263 00:13:13,740 --> 00:13:15,980 当年game stop的狂热 264 00:13:15,980 --> 00:13:19,960 很多这些秘密不都是几天爆拉之后就出货 265 00:13:19,960 --> 00:13:21,500 留下最后接盘的 266 00:13:21,500 --> 00:13:22,740 吊在山顶上 267 00:13:22,740 --> 00:13:24,379 太阳能服务33万 268 00:13:24,379 --> 00:13:25,299 股价呢飙升 269 00:13:25,299 --> 00:13:27,080 遇到年线阻力后回落 270 00:13:27,080 --> 00:13:29,240 但是仍收涨12.5% 271 00:13:29,240 --> 00:13:35,259 公司宣布联手特斯拉和renew home为数据中心和公用事业公司提供电力 272 00:13:35,259 --> 00:13:37,340 这三家公司达成了一项协议 273 00:13:37,340 --> 00:13:41,399 将共同建立一个可以提供16级瓦电力的平台 274 00:13:41,399 --> 00:13:47,120 这平台呢会整合sl run和特斯拉运营的数10万个家庭电池 275 00:13:47,120 --> 00:13:51,779 以及由renew home管理的800万个智能温控器 276 00:13:51,779 --> 00:13:57,649 这些电力资源将会按照先到先得的原则向数据中心开发商开放 277 00:13:57,649 --> 00:14:03,669 同时呢还将会向美国最大的电网运营商PGM提供电力支持 278 00:14:03,669 --> 00:14:09,289 最近反正越来越多的可再生能源公司纷纷转型为AI数据中心供电了 279 00:14:09,289 --> 00:14:13,179 希望能够搭上这个AI财富列车嗯 280 00:14:13,179 --> 00:14:15,279 be1就是一个最成功的例子哈 281 00:14:15,279 --> 00:14:17,389 同行们看了都要羡慕哭了 282 00:14:17,389 --> 00:14:21,070 燃料电池能源FCEL也不甘落后 283 00:14:21,070 --> 00:14:24,899 公司今天宣布与fit energy usa合作 284 00:14:24,899 --> 00:14:30,240 为数据中心提供最高达到380兆瓦的电力供应大单 285 00:14:30,240 --> 00:14:31,440 根据协议呢 286 00:14:31,440 --> 00:14:38,809 fit energy已经就首批30嗯这个兆瓦的电力项目支付了即时预付款 287 00:14:38,809 --> 00:14:42,210 该项目计划于今年晚些时候开始交付 288 00:14:42,210 --> 00:14:43,509 受此消息提振 289 00:14:43,509 --> 00:14:46,169 FCEL股价日内高开低走 290 00:14:46,169 --> 00:14:48,100 盘出涨超14% 291 00:14:48,100 --> 00:14:50,980 结果尾盘回吐了日内全部涨幅 292 00:14:50,980 --> 00:14:53,000 还倒跌了1.12% 293 00:14:53,000 --> 00:14:55,859 所以也不是每一个都能够学be 294 00:14:55,859 --> 00:14:58,859 主要是现在市场这个流动性紧缩哈 295 00:14:58,859 --> 00:15:01,740 支撑不起这些股价就走太高 296 00:15:01,740 --> 00:15:04,000 U贝尔股价呢大涨了6% 297 00:15:04,000 --> 00:15:08,879 前任股神佩洛西披露最新的期权多头持仓嗯 298 00:15:08,879 --> 00:15:14,220 5月29号他出手同时买了200张英特尔和UBER的远期 299 00:15:14,220 --> 00:15:18,710 看看涨期权都是2027年3月19号到期 300 00:15:18,710 --> 00:15:21,159 行权价呢都是50美元 301 00:15:21,159 --> 00:15:25,399 英特尔的持仓估值大约100到500万美元之间 302 00:15:25,399 --> 00:15:29,129 而UBER呢大约在50到100万美元之间嗯 303 00:15:29,129 --> 00:15:30,769 5月29号买入那一天 304 00:15:30,769 --> 00:15:33,448 微博股价还在70美元附近换弹哈 305 00:15:33,448 --> 00:15:35,250 今天涨到74美元 306 00:15:35,250 --> 00:15:36,889 扣掉时间溢价 307 00:15:36,889 --> 00:15:41,169 佩洛西手里这一点UBER期权的利润只能算是塞个牙缝吧 308 00:15:41,169 --> 00:15:43,389 还没有真正到肥的时候 309 00:15:43,389 --> 00:15:45,590 英特尔那边5月29号 310 00:15:45,590 --> 00:15:48,909 股价呢在一百十五到126美元之间震荡 311 00:15:48,909 --> 00:15:51,578 现在涨到132美元嗯 312 00:15:51,578 --> 00:15:52,379 赚了一些 313 00:15:52,379 --> 00:15:54,359 但还不算是大肉 314 00:15:54,359 --> 00:15:57,278 自从川普亲自画K线之后啊 315 00:15:57,278 --> 00:16:01,460 这一位国会山前股神的光环已经褪色了不少哈 316 00:16:01,460 --> 00:16:04,870 呃这次不知道是不是有什么内幕让他出手 317 00:16:04,870 --> 00:16:06,690 未来的破产股 318 00:16:10,350 --> 00:16:12,970 由于二手车市场行情低迷 319 00:16:12,970 --> 00:16:16,190 公司5月份处置车辆呢出现了亏损 320 00:16:16,190 --> 00:16:19,309 而4月份的车辆出售尚能够实现盈利 321 00:16:19,309 --> 00:16:21,879 公司下调了第二季度EB他预期 322 00:16:21,879 --> 00:16:25,159 并且还宣布计划发行1亿美元的普通股 323 00:16:25,159 --> 00:16:31,049 这个呃只能够呼唤wall street bets上面的游资大佬们组织散户来逼空 324 00:16:31,049 --> 00:16:33,200 才能够拯救这家公司了哈 325 00:16:33,200 --> 00:16:35,340 行今天我们就说到这里 326 00:16:35,340 --> 00:16:39,818 那明天盘前呢有PC数据公布 327 00:16:39,818 --> 00:16:41,619 至于美观科技的话 328 00:16:41,619 --> 00:16:43,658 如果持续保持强势 329 00:16:43,658 --> 00:16:45,158 那市场就没有问题 330 00:16:45,158 --> 00:16:48,789 最怕的就是学那个衰仔打子哈 331 00:16:48,789 --> 00:16:50,389 财报日高开低走 332 00:16:50,389 --> 00:16:51,190 那就不妙了 333 00:16:51,190 --> 00:16:55,620 反正盯着美观科技的股价走势就可以了哈行 334 00:16:55,620 --> 00:16:57,179 那我们明天见拜拜
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