BV1pLMG6FEHX · 浑水摸鱼清源1 00:00:00,120 --> 00:00:03,779 这让我火大，华尔街刚刚分享了如此重要的信息 2 00:00:03,779 --> 00:00:06,019 他们只与大资金分享了这个 3 00:00:06,019 --> 00:00:06,730 客户 4 00:00:06,730 --> 00:00:13,218 不是你，实际上这是最大的风险同时也是最大机会 5 00:00:13,218 --> 00:00:15,778 而所有人都站错了位置 6 00:00:15,778 --> 00:00:18,480 主流媒体没在谈论这件事 7 00:00:18,480 --> 00:00:20,589 我买了两只股票 8 00:00:20,589 --> 00:00:24,870 因为我看到了两周前这些专家看到的同样信息 9 00:00:24,870 --> 00:00:27,710 6月22日我买入XPHI和XEF 10 00:00:27,710 --> 00:00:29,600 自那时以来上涨了3-4% 11 00:00:29,600 --> 00:00:30,960 我又买入TB 12 00:00:30,960 --> 00:00:31,719 上涨约5% 13 00:00:31,719 --> 00:00:32,759 自那时以来上涨了8% 14 00:00:32,759 --> 00:00:34,159 并将这些分享给你 15 00:00:34,159 --> 00:00:37,030 因为我相信你应该知道 16 00:00:37,030 --> 00:00:42,409 如果你认同这类信息应该人人可得 17 00:00:42,409 --> 00:00:45,619 就在评论区写下你的名字 18 00:00:45,619 --> 00:00:46,820 接下来我要展示的内容 19 00:00:46,820 --> 00:00:49,939 将解释这些股票为何上涨 20 00:00:49,939 --> 00:00:52,850 以及下一轮资金将流向何处 21 00:00:52,850 --> 00:00:53,710 这些人 22 00:00:53,710 --> 00:00:55,929 华尔街称其为'扩散行情' 23 00:00:55,929 --> 00:00:58,409 这就是华尔街最顶级的股票 24 00:00:58,409 --> 00:01:01,030 分析师发布了这份研究报告 25 00:01:01,030 --> 00:01:02,710 告知机构客户 26 00:01:02,710 --> 00:01:05,599 那些每年支付数百万的客户 27 00:01:05,599 --> 00:01:07,599 如何精准布局 28 00:01:07,599 --> 00:01:09,159 看完这个视频后 29 00:01:09,159 --> 00:01:10,680 你就知道他们知道什么 30 00:01:10,680 --> 00:01:11,700 你会明白 31 00:01:11,700 --> 00:01:15,140 当前市场最大的轮动趋势 32 00:01:15,140 --> 00:01:17,700 哪些股票即将失去动能 33 00:01:17,700 --> 00:01:20,019 哪些即将崛起 34 00:01:20,019 --> 00:01:22,939 如何确保站在正确一边 35 00:01:22,939 --> 00:01:24,689 当音乐停止时 36 00:01:24,689 --> 00:01:25,689 我道歉 37 00:01:25,689 --> 00:01:26,689 我本不想做这个视频 38 00:01:26,689 --> 00:01:28,950 我刚在这趟航班上读了这份报告 39 00:01:28,950 --> 00:01:31,689 并发布了截图说你们想知道 40 00:01:31,689 --> 00:01:33,069 你们几乎全部说'是' 41 00:01:33,069 --> 00:01:34,269 所以这就是 42 00:01:34,269 --> 00:01:35,709 让我解释他们所说的内容 43 00:01:35,709 --> 00:01:37,590 什么是'扩散行情' 44 00:01:37,590 --> 00:01:39,590 如果你不理解这个概念 45 00:01:39,590 --> 00:01:42,269 视频中其他内容都无法理解 46 00:01:42,269 --> 00:01:44,750 过去两年半 47 00:01:44,750 --> 00:01:48,439 股市一直是单一策略 48 00:01:48,439 --> 00:01:49,879 单一交易主导 49 00:01:49,879 --> 00:01:50,340 一切 50 00:01:50,340 --> 00:01:52,200 半导体 AI芯片 51 00:01:52,200 --> 00:01:53,180 没错，英伟达 52 00:01:53,180 --> 00:01:55,459 这笔交易进展之快令人震惊 53 00:01:55,459 --> 00:01:59,000 几乎单枪匹马拖累整个标普指数 54 00:01:59,000 --> 00:02:02,340 与此同时你以为安全的某些股票 55 00:02:02,340 --> 00:02:06,819 所有人都持有的科技巨头正在悄然崩盘 56 00:02:06,819 --> 00:02:09,389 微软股价暴跌近30% 57 00:02:09,389 --> 00:02:15,219 世界最知名的大公司长期表现低迷 58 00:02:15,219 --> 00:02:16,819 这些就是 59 00:02:16,819 --> 00:02:18,340 你的理财顾问教你的 60 00:02:18,340 --> 00:02:19,479 你认为安全的 61 00:02:19,479 --> 00:02:20,840 长期持仓 62 00:02:20,840 --> 00:02:23,180 而其中许多正在持续亏损 63 00:02:23,180 --> 00:02:25,740 而英伟达独占市场所有风头 64 00:02:25,740 --> 00:02:29,219 当你听说今年市场上涨时 65 00:02:29,219 --> 00:02:31,099 这并非完整真相 66 00:02:31,099 --> 00:02:33,310 半导体板块大幅上涨 67 00:02:33,310 --> 00:02:35,229 AI芯片押注持续走高 68 00:02:35,229 --> 00:02:36,909 大量股票 69 00:02:36,909 --> 00:02:37,650 包括 70 00:02:37,650 --> 00:02:40,050 你持有的许多股票要么停滞甚至更糟 71 00:02:40,050 --> 00:02:41,740 它们正在下跌 72 00:02:41,740 --> 00:02:43,780 现在想想这个类比 73 00:02:43,780 --> 00:02:48,699 想象一支篮球队靠一人包揽所有得分 74 00:02:48,699 --> 00:02:50,879 他每场狂砍60分 75 00:02:50,879 --> 00:02:52,349 其他人仅得4分 76 00:02:52,349 --> 00:02:54,389 虽然可能赢得比赛 77 00:02:54,389 --> 00:02:56,629 但这支球队极其脆弱 78 00:02:56,629 --> 00:02:59,830 没错，若核心球员疲惫或受伤 79 00:02:59,830 --> 00:03:02,209 整支球队瞬间崩盘 80 00:03:02,209 --> 00:03:04,889 想象五名球员同时得分 81 00:03:04,889 --> 00:03:06,389 全员贡献 82 00:03:06,389 --> 00:03:08,280 这才是强队 83 00:03:08,280 --> 00:03:09,409 更难被击败 84 00:03:09,409 --> 00:03:10,830 这就是市场扩散 85 00:03:10,830 --> 00:03:13,370 资金终于分散开来 86 00:03:13,370 --> 00:03:14,949 从单一超级明星股 87 00:03:14,949 --> 00:03:17,769 半导体到其他领域 88 00:03:17,769 --> 00:03:22,128 那些被重挫的沉寂股票 89 00:03:22,128 --> 00:03:23,919 开始复苏 90 00:03:23,919 --> 00:03:26,039 这对你至关重要 91 00:03:26,039 --> 00:03:28,379 如果你过去两年投资 92 00:03:28,379 --> 00:03:29,319 有很大可能 93 00:03:29,319 --> 00:03:32,889 你的组合过度集中半导体股 94 00:03:32,889 --> 00:03:35,639 AI科技重仓指数基金 95 00:03:35,639 --> 00:03:37,240 因为这有效啊 96 00:03:37,240 --> 00:03:39,439 主流媒体这么告诉你 97 00:03:39,439 --> 00:03:42,039 所有YouTube频道都在这么说 98 00:03:42,039 --> 00:03:43,900 而扩散意味着 99 00:03:43,900 --> 00:03:47,479 昔日赢家未必是未来赢家 100 00:03:47,479 --> 00:03:48,319 资金流动 101 00:03:48,319 --> 00:03:49,159 巨额资金 102 00:03:49,159 --> 00:03:51,019 华尔街的数十亿资金 103 00:03:51,019 --> 00:03:54,750 我刚被告知你们最好和我们轮动 104 00:03:54,750 --> 00:03:56,689 如果你不与他们轮动 105 00:03:56,689 --> 00:04:01,039 你将会站在现金洪流的错误一侧 106 00:04:01,039 --> 00:04:02,639 为什么现在会发生这种情况 107 00:04:02,639 --> 00:04:03,939 为什么如此时间敏感 108 00:04:03,939 --> 00:04:05,159 首先 109 00:04:05,159 --> 00:04:06,340 这就是大事件 110 00:04:06,340 --> 00:04:08,379 半导体行业已无油水可榨 111 00:04:08,379 --> 00:04:11,900 AI芯片交易是整个市场的热门交易 112 00:04:11,900 --> 00:04:13,289 持续了近两年半 113 00:04:13,289 --> 00:04:15,770 但所有人都蜂拥而入 114 00:04:15,770 --> 00:04:18,949 想要买入的人都已买完 115 00:04:18,949 --> 00:04:20,610 预期变得极高 116 00:04:20,610 --> 00:04:22,550 现实难以跟上 117 00:04:22,550 --> 00:04:23,189 所以华尔街 118 00:04:23,189 --> 00:04:25,389 和分析师都在上调你的 119 00:04:25,389 --> 00:04:29,730 半导体公司每季度的业绩预期 120 00:04:29,730 --> 00:04:31,300 这些是上调 121 00:04:31,300 --> 00:04:32,899 华尔街所说的 122 00:04:32,899 --> 00:04:34,420 盈利修正 123 00:04:34,420 --> 00:04:36,259 已达到历史高位 124 00:04:36,259 --> 00:04:42,610 这意味着预期已突破极限 125 00:04:42,610 --> 00:04:44,110 唯一方向 126 00:04:44,110 --> 00:04:44,689 就是下跌 127 00:04:44,689 --> 00:04:47,490 即使发布亮眼财报 128 00:04:47,490 --> 00:04:50,750 仍可能令人失望 129 00:04:50,750 --> 00:04:51,910 并非公司本身问题 130 00:04:51,910 --> 00:04:53,370 而是AI泡沫破裂 131 00:04:53,370 --> 00:04:56,610 因为预期已高得离谱 132 00:04:56,610 --> 00:04:59,538 即使优秀季度也显逊色 133 00:04:59,538 --> 00:05:02,338 其次油价下跌 134 00:05:02,338 --> 00:05:04,678 这会对整体产生什么影响 135 00:05:04,678 --> 00:05:06,668 油价下跌时 136 00:05:06,668 --> 00:05:08,869 通胀压力减弱 137 00:05:08,869 --> 00:05:10,908 通胀压力下降时 138 00:05:10,908 --> 00:05:12,829 利率预期下调 139 00:05:12,829 --> 00:05:15,189 我讲到这里，评论区告诉我 140 00:05:15,189 --> 00:05:17,509 当利率预期下调时 141 00:05:17,509 --> 00:05:22,689 资金涌入被高利率重创的板块 142 00:05:22,689 --> 00:05:24,930 生物科技、消费公司 143 00:05:24,930 --> 00:05:26,769 运输、银行 144 00:05:26,769 --> 00:05:27,490 正是如此 145 00:05:27,490 --> 00:05:31,089 我最近买入的品种，一直在推荐 146 00:05:31,089 --> 00:05:34,750 我们的学生每周都能看到我的持仓表 147 00:05:34,750 --> 00:05:36,370 形成多米诺效应 148 00:05:36,370 --> 00:05:38,480 油价下跌、利率宽松 149 00:05:38,480 --> 00:05:39,920 市场扩散加速 150 00:05:39,920 --> 00:05:42,660 然后黄金将是避风港 151 00:05:42,660 --> 00:05:44,519 执行者的态度稍微缓和了一些 152 00:05:44,519 --> 00:05:46,529 洞穴正在冲刷着恐惧 153 00:05:51,100 --> 00:05:51,860 他说 154 00:05:51,860 --> 00:05:53,699 通胀风险已有所下降 155 00:05:53,699 --> 00:05:55,439 我说真的，你们信不信 156 00:05:55,439 --> 00:05:56,459 人们肯定会相信的 157 00:05:56,459 --> 00:05:58,259 因为这会反复被提及 158 00:05:58,259 --> 00:05:59,740 这是从... 159 00:05:59,740 --> 00:06:02,439 我们将会狠狠打击你们 160 00:06:02,439 --> 00:06:04,240 然后就业数据出炉了 161 00:06:04,240 --> 00:06:06,759 六月仅新增五万七千个岗位 162 00:06:06,759 --> 00:06:08,139 美国经济疲软 163 00:06:08,139 --> 00:06:13,829 这数据太差太弱了，意味着更少增长 164 00:06:13,829 --> 00:06:17,089 他甚至进一步强调就业市场 165 00:06:17,089 --> 00:06:19,079 我们肩负双重使命 166 00:06:19,079 --> 00:06:20,959 必须同时实现两者 167 00:06:20,959 --> 00:06:24,540 半导体行业已达到顶峰 168 00:06:24,540 --> 00:06:27,459 油价下跌，形势稍显缓和 169 00:06:27,459 --> 00:06:29,620 三块多米诺骨牌同向倒下 170 00:06:29,620 --> 00:06:32,540 它们正将资金从旧赢家手中夺走 171 00:06:32,540 --> 00:06:34,750 转向更广泛的领域 172 00:06:34,750 --> 00:06:36,889 现在你的投资组合发生了什么 173 00:06:36,889 --> 00:06:40,189 我知道这一点，因为我见过无数投资者 174 00:06:40,189 --> 00:06:44,360 投资组合因为我们曾拜访过两万六千人左右 175 00:06:44,360 --> 00:06:47,060 到目前为止你可能买了英伟达 176 00:06:47,060 --> 00:06:48,420 或许你买得早 177 00:06:48,420 --> 00:06:49,500 或许你买得晚 178 00:06:49,500 --> 00:06:50,649 你看着它上涨 179 00:06:50,649 --> 00:06:51,670 感觉自己很聪明 180 00:06:51,670 --> 00:06:53,110 账户增值四五十万 181 00:06:53,110 --> 00:06:53,810 涨幅达百分之百 182 00:06:53,810 --> 00:06:55,480 可能更多截图为证 183 00:06:55,480 --> 00:06:56,639 你告诉朋友 184 00:06:56,639 --> 00:06:57,259 这太棒了 185 00:06:57,259 --> 00:06:57,899 不是吗 186 00:06:57,899 --> 00:06:59,279 也许你告诉配偶 187 00:06:59,279 --> 00:06:59,720 我做了什么 188 00:06:59,720 --> 00:07:00,600 我多厉害 189 00:07:00,600 --> 00:07:02,800 现在从高点暴跌了八成 190 00:07:02,800 --> 00:07:04,120 这是最好情况 191 00:07:04,120 --> 00:07:05,279 如果你持有半导体股 192 00:07:05,279 --> 00:07:06,000 英伟达 193 00:07:06,000 --> 00:07:07,759 这位王者已跌去18% 194 00:07:07,759 --> 00:07:10,519 但微软仅跌约30% 195 00:07:10,519 --> 00:07:13,779 而你持有微软因为必然配置指数基金 196 00:07:13,779 --> 00:07:16,689 直接或通过401k等方式 197 00:07:16,689 --> 00:07:19,569 那些曾被视为最安全的投资 198 00:07:19,569 --> 00:07:23,240 如今全市场已有数只个股跌超十成 199 00:07:23,240 --> 00:07:25,240 这就是你没敢说出口的 200 00:07:25,240 --> 00:07:27,079 因为你不想承认 201 00:07:27,079 --> 00:07:28,939 我真的没计划 202 00:07:28,939 --> 00:07:30,699 我不知道何时卖出 203 00:07:30,699 --> 00:07:32,139 我只是在希望 204 00:07:32,139 --> 00:07:32,660 只是在希望 205 00:07:32,660 --> 00:07:33,839 这不是策略 206 00:07:33,839 --> 00:07:36,579 希望是看百倍涨幅的方法 207 00:07:36,579 --> 00:07:39,079 变成五十倍涨幅 208 00:07:39,079 --> 00:07:40,079 再变成二十倍涨幅 209 00:07:40,079 --> 00:07:41,600 最终变成红盘 210 00:07:41,600 --> 00:07:43,040 希望是看着 211 00:07:43,040 --> 00:07:46,300 股票缓慢亏损数月 212 00:07:46,300 --> 00:07:47,379 而你无动于衷 213 00:07:47,379 --> 00:07:49,699 因为凯思一直说会反弹 214 00:07:49,699 --> 00:07:50,660 这让你有共鸣吗 215 00:07:50,660 --> 00:07:51,579 你之前做过吗 216 00:07:51,579 --> 00:07:52,139 要诚实 217 00:07:52,139 --> 00:07:52,819 在评论区说 218 00:07:52,819 --> 00:07:55,399 或者直接说来过做过 219 00:07:55,399 --> 00:07:56,100 或者心虚 220 00:07:56,100 --> 00:08:00,240 我亲眼见过这种情况千百次 221 00:08:00,240 --> 00:08:02,810 股票随后上涨千倍 222 00:08:02,810 --> 00:08:04,569 大多数人仍亏钱 223 00:08:04,569 --> 00:08:06,410 并非选错股票 224 00:08:06,410 --> 00:08:07,750 而是没有退出计划 225 00:08:07,750 --> 00:08:10,269 屏幕上出现改变人生的收益 226 00:08:10,269 --> 00:08:11,230 他们却 227 00:08:11,230 --> 00:08:13,529 不知道何时止盈 228 00:08:13,529 --> 00:08:15,889 也许担心税费之类 229 00:08:15,889 --> 00:08:18,029 然后市场轮动 230 00:08:18,029 --> 00:08:19,930 就像现在正在轮动 231 00:08:19,930 --> 00:08:21,430 那些收益瞬间消失 232 00:08:21,430 --> 00:08:22,410 如果你见过 233 00:08:22,410 --> 00:08:24,149 收益蒸发殆尽 234 00:08:24,149 --> 00:08:25,529 听好这个 235 00:08:25,529 --> 00:08:26,790 每个机构 236 00:08:26,790 --> 00:08:27,810 每个对冲基金 237 00:08:27,810 --> 00:08:29,370 每个交易台 238 00:08:29,370 --> 00:08:30,529 都有卖出清单 239 00:08:30,529 --> 00:08:32,139 机械无感的 240 00:08:32,139 --> 00:08:33,980 他们买入前就已决定 241 00:08:33,980 --> 00:08:36,840 何时卖出以及仓位达到亏损 242 00:08:36,840 --> 00:08:38,759 达到盈利时就斩仓 243 00:08:38,759 --> 00:08:40,080 还会分批减仓 244 00:08:40,080 --> 00:08:40,840 没有希望 245 00:08:40,840 --> 00:08:41,620 没有祈祷 246 00:08:41,620 --> 00:08:42,500 只有计划 247 00:08:42,500 --> 00:08:44,419 他们这么做五十年以上 248 00:08:44,419 --> 00:08:46,379 但从不告诉你这些规则 249 00:08:46,379 --> 00:08:48,059 我将告诉你规则 250 00:08:48,059 --> 00:08:51,779 周六自由生活 251 00:08:51,779 --> 00:08:53,759 去查看何时出售org 252 00:08:53,759 --> 00:08:54,980 何时出售org 253 00:08:54,980 --> 00:08:56,299 赶紧领取免费门票 254 00:08:56,299 --> 00:08:58,419 我之前已经举办过一次这个环节 255 00:08:58,419 --> 00:09:00,960 有17000人报名参加 256 00:09:00,960 --> 00:09:03,960 而数千人无法进入房间 257 00:09:03,960 --> 00:09:06,370 今年我再举办一次 258 00:09:06,370 --> 00:09:07,870 不会有回放 259 00:09:07,870 --> 00:09:09,009 不要要求回放 260 00:09:09,009 --> 00:09:10,389 如果你不去参加这些活动 261 00:09:10,389 --> 00:09:11,389 说明它对你并不重要 262 00:09:11,389 --> 00:09:12,070 你不会学到东西 263 00:09:12,070 --> 00:09:13,429 你还没进入正确状态 264 00:09:13,429 --> 00:09:13,970 但没关系 265 00:09:13,970 --> 00:09:14,669 没事的 266 00:09:14,669 --> 00:09:16,078 观看剩余视频内容 267 00:09:16,078 --> 00:09:19,058 但如果你认真且不想重复 268 00:09:19,058 --> 00:09:20,059 再也不会了 269 00:09:20,059 --> 00:09:22,720 将华尔街的收益归还给袋子 270 00:09:22,720 --> 00:09:26,190 现在去描述中的sell org链接 271 00:09:26,190 --> 00:09:27,269 让我们深入探讨 272 00:09:27,269 --> 00:09:29,889 因为这部分将改变 273 00:09:29,889 --> 00:09:31,769 你对投资组合的看法 274 00:09:31,769 --> 00:09:33,309 而你们中的许多人正在观看 275 00:09:33,309 --> 00:09:34,450 你知道自己是英伟达 276 00:09:34,450 --> 00:09:36,889 你是AMD、博通、美光、ASML 277 00:09:36,889 --> 00:09:40,568 或者你持有指数基金H之类的 278 00:09:40,568 --> 00:09:44,049 也许你的整个投资组合押注AI芯片 279 00:09:44,049 --> 00:09:46,049 许多投资组合都是如此 280 00:09:46,049 --> 00:09:49,039 我需要你认真听我说 281 00:09:49,039 --> 00:09:50,200 不要防御性反应 282 00:09:50,200 --> 00:09:51,879 看看数据墙 283 00:09:51,879 --> 00:09:53,720 华尔街顶级策略师 284 00:09:53,720 --> 00:09:59,480 他做出的比较应让每位半导体投资者注意 285 00:09:59,480 --> 00:10:02,279 你比较了当前半导体行情 286 00:10:02,279 --> 00:10:05,230 这个与今年早些时候的银价走势 287 00:10:05,230 --> 00:10:06,509 还记得那波银价上涨吗 288 00:10:06,509 --> 00:10:07,750 我们赚了不少钱 289 00:10:07,750 --> 00:10:09,289 但很多人亏了钱 290 00:10:09,289 --> 00:10:10,509 无论如何 291 00:10:10,509 --> 00:10:12,210 因为如果你记得银价走势 292 00:10:12,210 --> 00:10:13,870 它暴涨了 293 00:10:13,870 --> 00:10:15,049 直线上涨 294 00:10:15,049 --> 00:10:16,309 所有人都陷入狂热 295 00:10:16,309 --> 00:10:16,769 对吧 296 00:10:16,769 --> 00:10:18,990 YouTube满是银价视频 297 00:10:18,990 --> 00:10:20,070 然后暴跌 298 00:10:20,070 --> 00:10:21,850 市值损失三分之一 299 00:10:21,850 --> 00:10:23,490 这位人士 300 00:10:23,490 --> 00:10:26,210 这位拥有海量数据的战略家 301 00:10:26,210 --> 00:10:27,789 他在谈论半导体 302 00:10:27,789 --> 00:10:30,250 现在看起来像这样的交易 303 00:10:30,250 --> 00:10:35,110 这就是为什么白银股和半导体都出现抛物线飙升 304 00:10:35,110 --> 00:10:37,580 意味着它们几乎无回撤直线暴涨 305 00:10:37,580 --> 00:10:38,659 有点像橡皮筋 306 00:10:38,659 --> 00:10:38,899 没错 307 00:10:38,899 --> 00:10:40,419 你可以拉它拉它再拉它 308 00:10:40,419 --> 00:10:42,340 最终有人突然弹开 309 00:10:42,340 --> 00:10:43,340 然后猛地弹回 310 00:10:43,340 --> 00:10:45,529 当它打到你脸上时冲击力很大 311 00:10:45,529 --> 00:10:49,350 而华尔街称这些为大宗商品 312 00:10:49,350 --> 00:10:50,929 指基础产品本身 313 00:10:50,929 --> 00:10:53,190 无论是白银还是电脑芯片 314 00:10:53,190 --> 00:10:55,700 供需波动极大 315 00:10:55,700 --> 00:10:56,720 当需求旺盛时 316 00:10:56,720 --> 00:10:57,779 价格直冲云霄 317 00:10:57,779 --> 00:10:58,980 当供应跟上后 318 00:10:58,980 --> 00:11:00,299 或需求稍有降温 319 00:11:00,299 --> 00:11:01,120 价格就会暴跌 320 00:11:01,120 --> 00:11:02,940 这就是商品市场的本质 321 00:11:02,940 --> 00:11:03,909 白波动 322 00:11:03,909 --> 00:11:05,090 暴涨暴跌 323 00:11:05,090 --> 00:11:05,730 现在 324 00:11:05,730 --> 00:11:08,639 这个类比始于六月初 325 00:11:08,639 --> 00:11:10,080 这个模式 326 00:11:10,080 --> 00:11:13,230 似乎正在演绎 327 00:11:13,230 --> 00:11:19,559 因此策略师分析认为半导体回调仍有空间 328 00:11:19,559 --> 00:11:25,100 而半导体产业链中风险最大的部分是内存芯片 329 00:11:25,100 --> 00:11:27,110 像美光科技这样的公司 330 00:11:27,110 --> 00:11:29,669 因为内存最具备大宗商品特性 331 00:11:29,669 --> 00:11:31,090 在整个芯片行业 332 00:11:31,090 --> 00:11:33,600 价格波动最剧烈 333 00:11:33,600 --> 00:11:35,480 但关键点在于 334 00:11:35,480 --> 00:11:38,828 这并不意味着AI故事结束 335 00:11:38,828 --> 00:11:40,109 不是周期终结 336 00:11:40,109 --> 00:11:43,249 而是轮动行情 337 00:11:43,249 --> 00:11:44,869 会有板块轮动 338 00:11:44,869 --> 00:11:46,509 这就是当前运作方式 339 00:11:46,509 --> 00:11:48,749 让我告诉你真正加剧这场火势的因素 340 00:11:48,749 --> 00:11:51,269 因为这个点没得到足够关注 341 00:11:51,269 --> 00:12:00,059 Meta（Facebook）宣布将出售多余计算能力给外部客户 342 00:12:00,059 --> 00:12:04,000 让我把扎克伯格的演讲翻译成大白话 343 00:12:04,000 --> 00:12:07,700 Meta一直在投入数十亿美元建造AI数据中心 344 00:12:07,700 --> 00:12:09,519 大量采购英伟达GPU 345 00:12:09,519 --> 00:12:12,789 大规模建设基础设施令多数国家羡慕 346 00:12:12,789 --> 00:12:15,730 现在他们说建得有点过头了 347 00:12:15,730 --> 00:12:18,110 我们有多余的算力 348 00:12:18,110 --> 00:12:19,710 有人要吗 349 00:12:19,710 --> 00:12:20,990 这传递了什么信号 350 00:12:20,990 --> 00:12:26,960 如果地球上最大的AI支出方之一正在出售其闲置产能 351 00:12:26,960 --> 00:12:30,629 这对AI芯片采购的未来意味着什么 352 00:12:30,629 --> 00:12:35,629 这表明芯片采购支出的增长率可能见顶 353 00:12:35,629 --> 00:12:37,110 并非支出会完全停止 354 00:12:37,110 --> 00:12:40,730 但增速正在放缓 355 00:12:40,730 --> 00:12:44,870 在股市中，变化速度比绝对数值更重要 356 00:12:44,870 --> 00:12:46,950 公司仍可能花费数十亿美元 357 00:12:46,950 --> 00:12:50,230 但如果实际支出低于华尔街预期 358 00:12:50,230 --> 00:12:52,289 芯片供应就会受罚 359 00:12:52,289 --> 00:12:54,210 华尔街追踪着一个指标 360 00:12:54,210 --> 00:12:58,210 他们称之为高资本支出销售比率 361 00:12:58,210 --> 00:12:59,210 专业术语 362 00:12:59,210 --> 00:13:02,710 它基本衡量股票因投入大量资金 363 00:13:02,710 --> 00:13:05,509 如AI基建而获得的回报 364 00:13:05,509 --> 00:13:08,490 过去一年这个指标持续上升 365 00:13:08,490 --> 00:13:11,940 市场在奖励企业的支出行为 366 00:13:11,940 --> 00:13:13,159 你投入的越多 367 00:13:13,159 --> 00:13:13,440 AI领域 368 00:13:13,440 --> 00:13:15,509 股价就越高现在 369 00:13:15,509 --> 00:13:17,389 该指标开始反转 370 00:13:17,389 --> 00:13:18,928 开始盘整 371 00:13:18,928 --> 00:13:22,210 这意味着市场可能不再给予奖励 372 00:13:22,210 --> 00:13:25,289 仅因巨额AI支出 373 00:13:25,289 --> 00:13:28,009 他们要看回报或停止 374 00:13:28,009 --> 00:13:29,809 这里大多数人会问 375 00:13:29,809 --> 00:13:30,269 抱歉 376 00:13:30,269 --> 00:13:31,330 这部分有点长 377 00:13:31,330 --> 00:13:33,179 但这非常重要 378 00:13:33,179 --> 00:13:34,879 接下来会变得 379 00:13:34,879 --> 00:13:36,740 我认为既兴奋又有趣 380 00:13:36,740 --> 00:13:37,500 请告诉我 381 00:13:37,500 --> 00:13:38,580 如果这些内容让你明白 382 00:13:38,580 --> 00:13:40,080 只需评论区留言landing 383 00:13:40,080 --> 00:13:43,909 离开半导体的资金不会消失 384 00:13:43,909 --> 00:13:47,169 其中大部分将流入 385 00:13:47,169 --> 00:13:48,529 市场称为 386 00:13:48,529 --> 00:13:49,710 超大规模云服务商 387 00:13:49,710 --> 00:13:50,049 想想 388 00:13:50,049 --> 00:13:51,149 谷歌、Meta 389 00:13:51,149 --> 00:13:51,950 微软 390 00:13:51,950 --> 00:13:52,710 亚马逊 391 00:13:52,710 --> 00:13:53,710 我知道你在想 392 00:13:53,710 --> 00:13:54,129 等等 393 00:13:54,129 --> 00:13:56,129 你刚说微软仍下跌30% 394 00:13:56,129 --> 00:13:58,610 你说这些股票表现不佳 395 00:13:58,610 --> 00:14:00,090 现在为何要买入 396 00:14:00,090 --> 00:14:00,269 没错 397 00:14:00,269 --> 00:14:01,639 这就是关键点 398 00:14:01,639 --> 00:14:05,309 超大规模云服务商已度过阵痛期 399 00:14:05,309 --> 00:14:06,649 它们已经完成修正 400 00:14:06,649 --> 00:14:08,929 微软股价下跌了三十米 401 00:14:08,929 --> 00:14:09,929 谷歌也在下跌 402 00:14:09,929 --> 00:14:10,850 亚马逊陷入困境 403 00:14:10,850 --> 00:14:12,429 痛苦已经发生 404 00:14:12,429 --> 00:14:14,359 这已是过去 405 00:14:14,359 --> 00:14:16,558 而那位聪明的禅师 406 00:14:16,558 --> 00:14:20,859 斯坦利战略家指出超规模股票已充分反映风险 407 00:14:20,859 --> 00:14:23,470 AI行业最坏情景已计入股价 408 00:14:23,470 --> 00:14:25,549 恐慌已被充分定价 409 00:14:25,549 --> 00:14:27,710 业绩落后基本结束 410 00:14:27,710 --> 00:14:28,269 与此同时 411 00:14:28,269 --> 00:14:32,159 半导体股票才开始回调 412 00:14:32,159 --> 00:14:35,269 超规模公司曾在数月前 413 00:14:35,269 --> 00:14:38,629 半导体行业尚未经历阵痛 414 00:14:38,629 --> 00:14:42,639 因此在AI交易内部出现轮动 415 00:14:42,639 --> 00:14:45,159 从芯片制造商 416 00:14:45,159 --> 00:14:48,589 到芯片采购使用者 417 00:14:48,589 --> 00:14:49,908 为何这合理 418 00:14:49,908 --> 00:14:52,288 因战略家给出三点理由 419 00:14:52,288 --> 00:14:52,869 基于这一事实 420 00:14:52,869 --> 00:14:54,669 他们正确指出一点 421 00:14:54,669 --> 00:14:56,570 超规模公司拥有核心业务 422 00:14:56,570 --> 00:14:58,509 能持续盈利 423 00:14:58,509 --> 00:15:00,690 谷歌搜索与广告业务将消退 424 00:15:00,690 --> 00:15:03,840 亚马逊电商与云服务仍在持续 425 00:15:03,840 --> 00:15:06,039 微软办公软件与企业软件 426 00:15:06,039 --> 00:15:08,049 全球企业都在使用 427 00:15:08,049 --> 00:15:09,409 这些公司并非单一业务 428 00:15:09,409 --> 00:15:14,669 AI板块拥有真正多元业务，现金流惊人 429 00:15:14,669 --> 00:15:15,830 其次 430 00:15:15,830 --> 00:15:19,429 下一阶段AI布局不仅限于基建 431 00:15:19,429 --> 00:15:20,730 建设阶段 432 00:15:20,730 --> 00:15:22,549 更包括应用阶段 433 00:15:22,549 --> 00:15:23,870 实际应用层面 434 00:15:23,870 --> 00:15:28,828 真正用于服务个人与企业的AI软件 435 00:15:28,828 --> 00:15:31,349 超规模公司不仅在建道路 436 00:15:31,349 --> 00:15:31,908 更在打造 437 00:15:31,908 --> 00:15:33,928 行驶在道路上的车辆 438 00:15:33,928 --> 00:15:35,500 第三点 439 00:15:35,500 --> 00:15:37,740 这也是鲜少被提及的 440 00:15:37,740 --> 00:15:40,909 他们拥有巨大成本调节杠杆 441 00:15:40,909 --> 00:15:42,990 这些公司曾大幅扩招 442 00:15:42,990 --> 00:15:44,080 过度扩张 443 00:15:44,080 --> 00:15:45,399 若市场遇冷 444 00:15:45,399 --> 00:15:47,700 可立即裁员数万人 445 00:15:47,700 --> 00:15:49,960 一夜削减数十亿成本 446 00:15:49,960 --> 00:15:50,720 非常不公平 447 00:15:50,720 --> 00:15:51,629 但这属实 448 00:15:51,629 --> 00:15:57,578 这是半导体公司不具备的利润优势 449 00:15:57,578 --> 00:16:02,519 因此科技板块首轮轮动实际发生 450 00:16:02,519 --> 00:16:04,360 你们大家都有持有科技股吧 451 00:16:04,360 --> 00:16:05,539 所以这真的和你们息息相关 452 00:16:05,539 --> 00:16:06,839 从芯片供应商 453 00:16:06,839 --> 00:16:08,558 到超大规模数据中心 454 00:16:08,558 --> 00:16:09,839 从工具铲制造商 455 00:16:09,839 --> 00:16:12,589 现在使用这些工具铲的人 456 00:16:12,589 --> 00:16:15,509 让我展示资金流向科技业之外的领域 457 00:16:15,509 --> 00:16:18,210 因为这种扩散趋势并未就此停止 458 00:16:18,210 --> 00:16:21,909 摩根士丹利列出了三个非科技领域 459 00:16:21,909 --> 00:16:23,629 资金正在流入这些行业 460 00:16:23,629 --> 00:16:25,850 我完全认同他们的分析 461 00:16:25,850 --> 00:16:27,460 如果你有渠道获取 462 00:16:27,460 --> 00:16:29,840 每周获取我的周评榜单 463 00:16:29,840 --> 00:16:31,580 这仅用于辅导学生 464 00:16:33,629 --> 00:16:36,230 在榜单中教你学习投资方法 465 00:16:36,230 --> 00:16:38,330 你可以检验是否自行发现这些机会 466 00:16:38,330 --> 00:16:41,068 并验证是否认同我的观点 467 00:16:41,068 --> 00:16:42,369 这里有三笔交易机会 468 00:16:42,369 --> 00:16:44,389 第一是消费 discretionary 板块 469 00:16:44,389 --> 00:16:48,149 消费 discretionary 是人们想要购买的 470 00:16:48,149 --> 00:16:49,490 但并非必需的电子产品 471 00:16:49,490 --> 00:16:49,830 汽车 472 00:16:49,830 --> 00:16:50,730 家居改善 473 00:16:50,730 --> 00:16:51,769 服装品牌 474 00:16:51,769 --> 00:16:52,659 家具 475 00:16:52,659 --> 00:16:54,100 可以没有但依然购买 476 00:16:54,100 --> 00:16:55,340 因为想要拥有 477 00:16:55,340 --> 00:16:56,980 而疫情后人们开始在体验消费上花钱 478 00:16:56,980 --> 00:17:01,350 比如餐厅 479 00:17:01,350 --> 00:17:02,049 旅行、演唱会 480 00:17:02,049 --> 00:17:02,850 比如泰勒·斯威夫特 481 00:17:02,850 --> 00:17:03,909 这类活动 482 00:17:03,909 --> 00:17:04,690 消费服务行业 483 00:17:04,690 --> 00:17:06,089 但消费重心正在转移 484 00:17:06,089 --> 00:17:07,950 人们开始报复性旅行 485 00:17:07,950 --> 00:17:09,829 出行 486 00:17:09,829 --> 00:17:10,490 我显然没做到 487 00:17:10,490 --> 00:17:11,369 但其他人已经行动 488 00:17:11,369 --> 00:17:12,509 我还没说完 489 00:17:12,509 --> 00:17:13,799 他们参加了演唱会 490 00:17:13,799 --> 00:17:15,319 现在消费又转向实物商品 491 00:17:15,319 --> 00:17:18,200 进行消费升级 492 00:17:18,200 --> 00:17:18,880 升级厨房设备 493 00:17:18,880 --> 00:17:19,500 购买新家电 494 00:17:19,500 --> 00:17:21,109 这些数据在华尔街可见 495 00:17:21,109 --> 00:17:26,869 并反映在实际数据中 496 00:17:26,869 --> 00:17:28,470 机构正将资金转入这些股票 497 00:17:28,470 --> 00:17:29,920 这正是我在做的 498 00:17:29,920 --> 00:17:30,579 第二个领域 499 00:17:30,579 --> 00:17:31,880 这真的很性感 500 00:17:31,880 --> 00:17:32,220 见鬼 501 00:17:32,220 --> 00:17:33,400 这叫做运输 502 00:17:33,400 --> 00:17:33,660 是的 503 00:17:33,660 --> 00:17:34,599 就是听起来的样子 504 00:17:34,599 --> 00:17:35,180 铁路 505 00:17:35,180 --> 00:17:36,559 航运公司等等 506 00:17:36,559 --> 00:17:39,449 我们昨天还在看铁路公司 507 00:17:39,449 --> 00:17:41,368 这就是为什么它重要 508 00:17:41,368 --> 00:17:44,048 运输是经济的领先指标 509 00:17:44,048 --> 00:17:45,189 实际上整个经济 510 00:17:45,189 --> 00:17:47,250 当运输公司表现良好 511 00:17:47,250 --> 00:17:48,650 他们运输更多货物对吧 512 00:17:48,650 --> 00:17:49,250 他们飞行更多 513 00:17:49,250 --> 00:17:50,529 乘客携带更多货物 514 00:17:53,449 --> 00:17:54,888 这说明了重要信息 515 00:17:54,888 --> 00:17:58,108 经济比人们想象的更健康 516 00:17:58,108 --> 00:18:01,299 数据确实支持这一点 517 00:18:01,299 --> 00:18:04,910 资金正涌入运输股 518 00:18:04,910 --> 00:18:07,029 分析师上调了预测 519 00:18:07,029 --> 00:18:08,910 也许他们在拉升自己持有的股票 520 00:18:08,910 --> 00:18:09,329 当然 521 00:18:09,329 --> 00:18:11,269 我不是说这是口误 522 00:18:11,269 --> 00:18:12,700 但你知道我的意思 523 00:18:12,700 --> 00:18:16,319 它们还受益于石油运输公司 524 00:18:16,319 --> 00:18:17,940 消耗大量燃料 525 00:18:17,940 --> 00:18:19,420 当油价下跌时 526 00:18:19,420 --> 00:18:20,880 他们的利润率改善 527 00:18:20,880 --> 00:18:22,539 在保持相同收入 528 00:18:22,539 --> 00:18:23,039 抱歉 529 00:18:23,039 --> 00:18:23,859 在保持相同收入 530 00:18:23,859 --> 00:18:25,720 但成本现在更低 531 00:18:25,720 --> 00:18:27,569 所以他们赚更多钱 532 00:18:27,569 --> 00:18:28,569 然后第三点 533 00:18:28,569 --> 00:18:32,000 这是我真正兴奋的生物科技 534 00:18:32,000 --> 00:18:34,339 这也是大多数散户投资者感到意外的 535 00:18:34,339 --> 00:18:35,839 因为生物科技听起来风险高 536 00:18:35,839 --> 00:18:38,140 听起来复杂制药公司 537 00:18:38,140 --> 00:18:39,920 基因疗法试验 538 00:18:39,920 --> 00:18:41,969 天啊肯定在赌博 539 00:18:41,969 --> 00:18:43,548 这是数据实际显示的 540 00:18:43,548 --> 00:18:48,949 生物科技是股市最敏感利率的领域之一 541 00:18:48,949 --> 00:18:55,609 历史上生物科技年化回报率近20% 542 00:18:55,609 --> 00:18:59,150 当利率下降时年回报率20% 543 00:18:59,150 --> 00:18:59,990 不是类型 544 00:18:59,990 --> 00:19:01,210 我不知道你在说什么 545 00:19:01,210 --> 00:19:01,750 这是个承诺 546 00:19:01,750 --> 00:19:03,250 这只是过去数据 547 00:19:03,250 --> 00:19:03,750 为什么 548 00:19:03,750 --> 00:19:08,230 因为生物技术公司通常是长期资产 549 00:19:08,230 --> 00:19:09,849 他们今天在投资 550 00:19:09,849 --> 00:19:12,809 研发的药物可能需要五到十年 551 00:19:12,809 --> 00:19:14,269 甚至十五年才能盈利 552 00:19:14,269 --> 00:19:16,400 当利率高时 553 00:19:16,400 --> 00:19:20,380 市场对未来的利润几乎不估值 554 00:19:20,380 --> 00:19:23,220 可以类比通胀 555 00:19:23,220 --> 00:19:25,740 如果通胀率达百分之十 556 00:19:25,740 --> 00:19:26,980 有人问你 557 00:19:26,980 --> 00:19:28,180 现在给你一百美元 558 00:19:28,180 --> 00:19:30,049 还是十年后给一百美元 559 00:19:30,049 --> 00:19:31,130 你会怎么选 560 00:19:31,130 --> 00:19:32,490 你会选择现在拿一百美元 561 00:19:32,490 --> 00:19:34,589 会投入正在赚钱的事物 562 00:19:34,589 --> 00:19:37,130 而不是十年后赚钱的事物 563 00:19:37,130 --> 00:19:39,900 但利率降至零时 564 00:19:39,900 --> 00:19:41,180 现在的一百美元 565 00:19:41,180 --> 00:19:43,500 十年后的一百美元几乎相同 566 00:19:43,500 --> 00:19:45,880 未来美元价值更高 567 00:19:45,880 --> 00:19:47,638 这就是核心所在 568 00:19:47,638 --> 00:19:55,950 华尔街认为大家关注的 569 00:19:55,950 --> 00:19:56,730 两位鹰派人士 570 00:19:56,730 --> 00:20:03,809 他们相信美联储会降息而非加息 571 00:20:03,809 --> 00:20:05,609 生物科技领域还有其他动态 572 00:20:05,609 --> 00:20:08,009 这也是我们长期持有生物科技的原因 573 00:20:08,009 --> 00:20:10,559 是大型公司 574 00:20:10,559 --> 00:20:12,559 许多制药企业 575 00:20:12,720 --> 00:20:16,039 其药物专利保护期已过 576 00:20:16,039 --> 00:20:19,980 意味着他人可低价生产并销售 577 00:20:19,980 --> 00:20:21,420 作为仿制药 578 00:20:21,420 --> 00:20:22,519 他们该怎么办 579 00:20:22,519 --> 00:20:26,700 如何快速获得受保护的新药 580 00:20:26,700 --> 00:20:30,910 收购有潜力的生物科技公司 581 00:20:30,910 --> 00:20:33,170 作为大型企业 582 00:20:33,170 --> 00:20:35,130 很难进行创新 583 00:20:35,130 --> 00:20:37,750 因此外包研发与风险 584 00:20:37,750 --> 00:20:42,019 然后通过并购整合 585 00:20:42,019 --> 00:20:43,200 我们面临利率下降 586 00:20:43,200 --> 00:20:45,319 大型制药公司携资金入场 587 00:20:45,319 --> 00:20:47,500 他们都有大量闲置资金 588 00:20:47,500 --> 00:20:52,369 我已解释半导体轮动的原因 589 00:20:52,369 --> 00:20:54,170 超算机会 590 00:20:54,170 --> 00:20:55,890 这一领域仍处于早期阶段 591 00:20:55,890 --> 00:20:56,470 顺便说一句 592 00:20:56,470 --> 00:20:58,960 三大扩展特征即为 593 00:20:58,960 --> 00:21:00,220 现在让我给出 594 00:21:00,220 --> 00:21:00,720 呃 595 00:21:00,720 --> 00:21:01,740 那个sobot 596 00:21:01,740 --> 00:21:03,279 可使用的分析框架 597 00:21:03,279 --> 00:21:04,119 不仅适用于今日 598 00:21:04,119 --> 00:21:05,480 但今年剩下的时间里 599 00:21:05,480 --> 00:21:07,319 如果你想真正深入了解的话 600 00:21:07,319 --> 00:21:08,720 什么时候该出手卖货 601 00:21:08,720 --> 00:21:10,799 因为我可以告诉你这个山谷 602 00:21:10,799 --> 00:21:11,440 这个市场 603 00:21:11,440 --> 00:21:13,878 总有一天会达到顶点 604 00:21:13,878 --> 00:21:14,858 不仅在半导体领域 605 00:21:14,858 --> 00:21:15,959 在很多领域都会如此 606 00:21:15,959 --> 00:21:20,859 周六晚直播加入我们，学习何时卖出 607 00:21:20,859 --> 00:21:22,759 但先记下这三个信号 608 00:21:22,759 --> 00:21:24,140 如果所有信号都是绿色的 609 00:21:24,140 --> 00:21:25,880 扩散阶段正在全面展开 610 00:21:25,880 --> 00:21:27,160 如果其中任何一个转为红色 611 00:21:27,160 --> 00:21:28,259 可能需要重新评估 612 00:21:28,259 --> 00:21:30,700 第一个信号是半导体行业 613 00:21:30,700 --> 00:21:31,519 表现疲软 614 00:21:31,519 --> 00:21:33,059 这是扩散的引擎 615 00:21:33,059 --> 00:21:36,079 只要半导体股票持续走弱 616 00:21:36,079 --> 00:21:37,779 相比整个市场 617 00:21:37,779 --> 00:21:39,319 就能看出资金流向 618 00:21:39,319 --> 00:21:40,740 资金正在撤离半导体 619 00:21:40,740 --> 00:21:42,240 转向其他行业 620 00:21:42,240 --> 00:21:43,599 弄清楚资金去向 621 00:21:43,599 --> 00:21:45,309 这里存在获利机会 622 00:21:45,309 --> 00:21:47,150 第二个信号是油价 623 00:21:47,150 --> 00:21:49,950 油价是否稳定甚至下跌 624 00:21:49,950 --> 00:21:54,410 因为油价下跌是扩散的燃料 625 00:21:54,410 --> 00:21:54,650 没错 626 00:21:54,650 --> 00:21:55,679 看看我刚才的分析 627 00:21:55,679 --> 00:21:58,878 这有助于降低利率 628 00:21:58,878 --> 00:22:04,298 第三个信号是盈利修正情况 629 00:22:04,298 --> 00:22:10,059 预期更多行业利润改善 630 00:22:10,059 --> 00:22:12,460 如果所有上调仅限于半导体 631 00:22:12,460 --> 00:22:13,700 说明市场较窄 632 00:22:13,700 --> 00:22:16,440 我们已看到上调扩展到可选消费 633 00:22:16,440 --> 00:22:17,940 并支持金融业 634 00:22:17,940 --> 00:22:18,980 我喜欢银行板块 635 00:22:18,980 --> 00:22:19,220 还有 636 00:22:19,220 --> 00:22:19,619 例如 637 00:22:19,619 --> 00:22:19,900 同样 638 00:22:19,900 --> 00:22:21,380 生物科技股不意味着要买入 639 00:22:21,380 --> 00:22:22,619 但你可能想了解原因 640 00:22:22,619 --> 00:22:23,569 我喜欢它们 641 00:22:23,569 --> 00:22:24,890 通过这样做 642 00:22:24,890 --> 00:22:26,109 这就是我捕捉到的 643 00:22:26,109 --> 00:22:26,920 你知道的 644 00:22:26,920 --> 00:22:28,039 Expensify 645 00:22:28,039 --> 00:22:28,680 选取一个代码 646 00:22:28,680 --> 00:22:30,779 E x y 或 t 和 b 647 00:22:30,779 --> 00:22:32,559 查看这些图表 648 00:22:32,920 --> 00:22:34,180 在向上移动之前 649 00:22:34,180 --> 00:22:36,200 这不是随机猜测的 650 00:22:36,200 --> 00:22:38,049 这是一个系统性过程 651 00:22:38,049 --> 00:22:40,250 如果你允许我 652 00:22:40,250 --> 00:22:41,349 我稍作远距离观察 653 00:22:41,349 --> 00:22:46,660 因为我不想认为这是疯狂交易者的短期交易 654 00:22:46,660 --> 00:22:51,469 摩根士丹利战略家的观点是经济已进入新的 655 00:22:52,390 --> 00:22:54,329 在之前的阶段我们经历 656 00:22:54,329 --> 00:22:55,970 制造业受到重创房地产 657 00:22:55,970 --> 00:22:57,269 科技行业也遭重创 658 00:22:57,269 --> 00:22:58,250 大量裁员 659 00:22:58,250 --> 00:23:02,910 现在这一轮是否进入新阶段 660 00:23:02,910 --> 00:23:05,150 更多经济扩张 661 00:23:05,150 --> 00:23:07,380 然后会发生可预测的事情 662 00:23:07,380 --> 00:23:11,069 利润增长超出预期 663 00:23:11,069 --> 00:23:13,890 因为我们刚刚走出艰难时期 664 00:23:13,890 --> 00:23:15,049 企业削减成本 665 00:23:15,049 --> 00:23:15,890 他们拥有员工 666 00:23:15,890 --> 00:23:17,289 变得精简高效 667 00:23:17,289 --> 00:23:19,029 现在收入开始回升 668 00:23:19,029 --> 00:23:21,069 这些精简高效的公司 669 00:23:21,069 --> 00:23:23,009 并实现收入增长 670 00:23:23,009 --> 00:23:24,170 成本更低 671 00:23:24,170 --> 00:23:27,349 利润激增华尔街乐见其成 672 00:23:27,349 --> 00:23:29,029 他们可爱的员工被裁了 673 00:23:29,029 --> 00:23:31,190 这些混蛋 674 00:23:31,190 --> 00:23:33,769 我们看到被低估的板块 675 00:23:33,769 --> 00:23:35,769 消费类公司运输业 676 00:23:35,769 --> 00:23:36,450 工业板块 677 00:23:36,450 --> 00:23:37,089 金融业 678 00:23:37,089 --> 00:23:38,009 生物科技股 679 00:23:38,009 --> 00:23:41,509 我们看到这些超预期上涨 680 00:23:41,509 --> 00:23:44,729 这就是整个宏观利好背景 681 00:23:44,729 --> 00:23:46,589 这不是随机轮动 682 00:23:46,589 --> 00:23:49,650 经济周期这一阶段会发生什么 683 00:23:49,650 --> 00:23:49,910 好的 684 00:23:49,910 --> 00:23:50,470 如果我必须行动 685 00:23:50,470 --> 00:23:51,589 因为我的电池快没电了 686 00:23:51,589 --> 00:23:52,950 在我试图解释时 687 00:23:52,950 --> 00:23:54,159 让我们继续这个话题 688 00:23:54,159 --> 00:23:58,318 扩散意味着旧赢家成为新输家 689 00:23:58,318 --> 00:23:59,279 非常简单 690 00:23:59,279 --> 00:24:00,920 此刻实时发生 691 00:24:00,920 --> 00:24:04,000 不了解何时卖出的成本 692 00:24:04,000 --> 00:24:05,859 已飙升至顶点 693 00:24:05,859 --> 00:24:07,900 本不必如此 694 00:24:07,900 --> 00:24:10,420 我将为大家提供免费培训 695 00:24:10,420 --> 00:24:11,880 完全免费 696 00:24:11,880 --> 00:24:16,730 我们将详细讲解华尔街导师传授的卖出规则 697 00:24:16,730 --> 00:24:20,969 机构使用了五十年的规则 698 00:24:20,969 --> 00:24:22,729 无论你是长期投资者 699 00:24:22,729 --> 00:24:24,108 无论你是趋势交易者 700 00:24:24,108 --> 00:24:26,848 这个系统实际上非常非常相似 701 00:24:26,848 --> 00:24:28,920 所以去访问何时卖出页面 702 00:24:28,920 --> 00:24:30,619 领取你的免费门票 703 00:24:30,619 --> 00:24:31,640 展现你的生活 704 00:24:31,640 --> 00:24:33,170 带上你的问题 705 00:24:33,170 --> 00:24:34,809 把链接发给你的朋友 706 00:24:34,809 --> 00:24:37,029 因为每个人都需要知道这个 707 00:24:37,029 --> 00:24:38,490 我们发送的人越多 708 00:24:38,490 --> 00:24:39,789 在社交媒体上发布 709 00:24:39,789 --> 00:24:42,279 何时卖出的效果就越好 710 00:24:42,279 --> 00:24:43,720 如果你这样做正确 711 00:24:43,720 --> 00:24:45,599 在下方评论区分享 712 00:24:45,599 --> 00:24:46,359 我由衷感谢 713 00:24:46,359 --> 00:24:48,309 这是我唯一的要求 714 00:24:48,309 --> 00:24:51,430 周六我将在某处见你 715 00:24:51,430 --> 00:24:52,789 有趣又愉快 716 00:24:52,789 --> 00:24:54,519 如果你能猜到我在哪里 717 00:24:54,519 --> 00:24:55,940 你就是个魔法师 718 00:24:55,940 --> 00:24:57,079 可能性非常低 719 00:24:57,079 --> 00:25:00,690 我认为从这里开始你会取得巨大成功 720 00:25:00,690 --> 00:25:03,349 我真诚希望周六能见到你 721 00:25:03,349 --> 00:25:05,509 我们可以提升你的技能水平 722 00:25:05,509 --> 00:25:08,630 这样我们不会在接下来六个月经历痛苦 723 00:25:08,630 --> 00:25:09,910 但收益 724 00:25:09,910 --> 00:25:10,970 接下来六个月 725 00:25:10,970 --> 00:25:11,730 这就是计划 726 00:25:11,730 --> 00:25:12,349 祝你好运 727 00:25:12,349 --> 00:25:13,440 如果你赚取黄金 728 00:25:13,440 --> 00:25:13,940 白银 729 00:25:13,940 --> 00:25:14,599 比特币 730 00:25:14,599 --> 00:25:16,519 甚至只是一个股票指数基金 731 00:25:16,519 --> 00:25:18,880 新美联储政策刚刚实施 732 00:25:18,880 --> 00:25:22,170 可能彻底改变你今年的投资组合 733 00:25:22,170 --> 00:25:23,690 妮可的首次会议 734 00:25:23,690 --> 00:25:24,579 他撕毁了
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