【NaNa说美股】20260625突然翻脸！

1
00:00:13,199 --> 00:00:13,800
大家好

2
00:00:13,800 --> 00:00:14,519
欢迎回到娜娜说

3
00:00:14,519 --> 00:00:16,780
美股今天是6月25号周四

4
00:00:16,780 --> 00:00:19,539
原本应该是个普天同庆的日子

5
00:00:19,539 --> 00:00:21,519
美国科技财报亮瞎眼

6
00:00:21,519 --> 00:00:23,480
5月P71数据符合预期

7
00:00:23,480 --> 00:00:24,579
安全落地

8
00:00:24,579 --> 00:00:27,440
所以市场开盘前情绪还挺嗨的

9
00:00:27,440 --> 00:00:30,039
日韩小弟们又是第一批冲分

10
00:00:30,039 --> 00:00:32,359
日韩股市今天都大幅反弹

11
00:00:32,359 --> 00:00:34,579
收复了此前一轮抛售失地

12
00:00:34,579 --> 00:00:35,820
美观的同行

13
00:00:35,820 --> 00:00:37,200
韩国SK海力士

14
00:00:37,200 --> 00:00:39,689
还有三星电子都同步大涨

15
00:00:39,689 --> 00:00:42,609
美股股指盘前呢也全线走高

16
00:00:42,609 --> 00:00:44,479
这个大家都心痒痒的

17
00:00:44,479 --> 00:00:46,719
等着科技股来一波大反攻哈

18
00:00:46,719 --> 00:00:49,539
结果开盘之后市场突然变脸

19
00:00:49,539 --> 00:00:51,128
股指快速跳水

20
00:00:51,128 --> 00:00:53,109
原因是毒苹果砸盘

21
00:00:53,109 --> 00:00:53,689
公司称

22
00:00:53,689 --> 00:00:57,948
由于AI数据中心扩张引爆存储芯片短缺

23
00:00:57,948 --> 00:00:59,979
存储芯片成本涨疯了

24
00:00:59,979 --> 00:01:04,930
所以宣布对Mark以及IPAD多款产品全线提价

25
00:01:04,930 --> 00:01:07,650
调价的这个幅度高达20%

26
00:01:07,650 --> 00:01:12,090
为公司近年来最大规模的一次全球性调价行动

27
00:01:12,090 --> 00:01:13,890
IPHONE呢暂未调价

28
00:01:13,890 --> 00:01:16,329
但是未来的涨价压力仍在积聚

29
00:01:16,329 --> 00:01:17,569
刚开始的时候哈

30
00:01:17,569 --> 00:01:18,209
这消息出来

31
00:01:18,209 --> 00:01:22,219
大家还只是担心涨价会不会影响呃苹果的销量

32
00:01:22,219 --> 00:01:23,920
但继而呢又联想到

33
00:01:23,920 --> 00:01:26,099
如果脸部烧钱搞AI的

34
00:01:26,099 --> 00:01:29,310
苹果都顶不住内存涨价压力了

35
00:01:29,310 --> 00:01:32,150
那其他硬件供应商的利润空间

36
00:01:32,150 --> 00:01:34,590
岂不是被存储吸得更厉害

37
00:01:34,590 --> 00:01:38,469
前几天谷歌与微软还放风要打token价格战哈

38
00:01:38,469 --> 00:01:40,090
现在成本端压力上升

39
00:01:40,090 --> 00:01:43,789
市场怕巨头们的巨额资本支出不能够持续

40
00:01:43,789 --> 00:01:46,668
所以呢先是苹果的股价开始大跌

41
00:01:46,668 --> 00:01:49,588
继而大科技就七姐妹也大跌了

42
00:01:49,588 --> 00:01:52,150
引起了整个科技板块的大跳水

43
00:01:52,150 --> 00:01:55,430
不过在开盘快速下杀半小时后

44
00:01:55,430 --> 00:01:56,349
喊到了十点

45
00:01:56,349 --> 00:01:58,689
抄底资金进场扭转了跌势

46
00:01:58,689 --> 00:02:00,448
指数呢又被托起来了

47
00:02:00,448 --> 00:02:04,709
盘中剩余时间股指一直维持着横盘震荡走势

48
00:02:04,709 --> 00:02:07,370
最终美股三大股指收势变化不大

49
00:02:07,370 --> 00:02:09,409
标普与纳指都微幅收跌

50
00:02:09,409 --> 00:02:10,789
道指微幅收涨

51
00:02:10,789 --> 00:02:12,360
科技股走势分化

52
00:02:12,360 --> 00:02:15,020
半导体设备板块表现最佳

53
00:02:15,020 --> 00:02:17,219
全靠这个美观给托起来

54
00:02:17,219 --> 00:02:18,860
消费电子软件

55
00:02:18,860 --> 00:02:19,379
互联网

56
00:02:19,379 --> 00:02:20,319
内容与零售

57
00:02:20,319 --> 00:02:22,769
电力等板块的全部受挫

58
00:02:22,769 --> 00:02:25,209
苹果都跌得鼻青脸肿了哈

59
00:02:25,209 --> 00:02:27,449
AI产业链的五大金主

60
00:02:27,449 --> 00:02:28,509
美塔微软

61
00:02:28,509 --> 00:02:28,930
谷歌

62
00:02:28,930 --> 00:02:30,370
亚马逊和甲骨文

63
00:02:30,370 --> 00:02:33,389
他们的股价走势呢更是一个比一个难看

64
00:02:33,389 --> 00:02:36,990
中国科技巨头们烧钱搞外卖大战

65
00:02:36,990 --> 00:02:40,909
科美股科技巨头们呢烧钱搞资本支出

66
00:02:40,909 --> 00:02:44,050
其实也是另一种形式的外卖大战

67
00:02:44,050 --> 00:02:45,189
公司说了不算了

68
00:02:45,189 --> 00:02:47,099
现在架在上面下不来了

69
00:02:47,099 --> 00:02:48,979
巨头们不投资AI的话

70
00:02:48,979 --> 00:02:51,030
他们的股价只会跌的更快

71
00:02:51,030 --> 00:02:54,129
之前苹果与谷歌股价大跌

72
00:02:54,129 --> 00:02:56,539
就是因为呃他们不搞AI

73
00:02:56,539 --> 00:02:59,000
或者被认为在AI领域落后

74
00:02:59,000 --> 00:03:00,280
遭到了市场的嫌弃

75
00:03:00,280 --> 00:03:02,699
所以如今就是囚徒困境

76
00:03:02,699 --> 00:03:03,849
谁也不敢停

77
00:03:03,849 --> 00:03:04,370
停了

78
00:03:04,370 --> 00:03:05,729
就被资本抛弃

79
00:03:05,729 --> 00:03:07,330
所以就看最后呃

80
00:03:07,330 --> 00:03:08,370
谁顶不住

81
00:03:08,370 --> 00:03:12,900
七聚投MAG指数呢已经跌破了年线

82
00:03:12,900 --> 00:03:14,960
这一周每天都在下跌

83
00:03:14,960 --> 00:03:18,830
下一个重要支撑位是在4月份的大缺口处

84
00:03:18,830 --> 00:03:20,710
59.5美元附近

85
00:03:20,710 --> 00:03:23,439
如果这个缺口支撑都守不住的话

86
00:03:23,439 --> 00:03:27,088
那么价格将会再去测试3月份的低电

87
00:03:29,808 --> 00:03:30,908
有一个算一个哈

88
00:03:30,908 --> 00:03:32,599
都拿的应该很难受

89
00:03:32,599 --> 00:03:38,400
可能要等到7月份Q2财报季开启的前一两周

90
00:03:38,400 --> 00:03:40,139
空头回补平仓

91
00:03:40,139 --> 00:03:41,479
大资金轮动

92
00:03:43,800 --> 00:03:46,659
才能够迎来一波真正的反弹行情

93
00:03:46,659 --> 00:03:50,020
到了那个时候上涨可以吃一波嗯

94
00:03:50,020 --> 00:03:51,719
但是呢也不能久拿

95
00:03:51,719 --> 00:03:55,149
等9月份entropic OpenAI上市之后

96
00:03:58,610 --> 00:04:02,930
股票市场没有哪个股票是可以永垂不朽的哈

97
00:04:02,930 --> 00:04:05,259
所以咱们也不要思维固化了

98
00:04:08,979 --> 00:04:11,780
虽然以他们现在的估值与价位来说

99
00:04:11,780 --> 00:04:13,689
拿着是呃有的证

100
00:04:13,689 --> 00:04:18,519
但是以他们现在的体量都不太可能再翻倍了哈

101
00:04:18,519 --> 00:04:22,339
更别想去跟那些年轻小灯们比涨幅

102
00:04:22,339 --> 00:04:24,660
如果把时间拉长了

103
00:04:24,660 --> 00:04:26,668
10年后再回头来看

104
00:04:26,668 --> 00:04:30,869
谁知道这几个会不会彻底变成上古神灯哈

105
00:04:30,869 --> 00:04:33,480
被更年期的中灯们给超越了

106
00:04:33,480 --> 00:04:34,959
费城半导体指数呢

107
00:04:34,959 --> 00:04:36,939
今天反弹盘出海急刹

108
00:04:36,939 --> 00:04:38,720
一度再次回踩月均线

109
00:04:38,720 --> 00:04:40,600
但是随后收了上去

110
00:04:40,600 --> 00:04:43,899
成分股中美观与而应用材料等

111
00:04:43,899 --> 00:04:47,379
上游的半导体设备股最为滋润嗯

112
00:04:47,379 --> 00:04:50,480
存储芯面是今天街上最靓的仔

113
00:04:50,480 --> 00:04:51,980
闪迪涨了22%

114
00:04:51,980 --> 00:04:54,600
美光科技涨了15.74%

115
00:04:54,600 --> 00:04:58,000
这个资金使扎堆的往里面挤哈

116
00:04:58,000 --> 00:05:02,620
巨头们的AI资本支出都供奉给这些存储了

117
00:05:02,620 --> 00:05:05,579
让美光科技这一家老牌存储厂

118
00:05:05,579 --> 00:05:09,168
变成了一台利润率极其夸张的印钞机

119
00:05:09,168 --> 00:05:09,709
公司

120
00:05:09,709 --> 00:05:12,809
单季度就净赚282亿美元

121
00:05:12,809 --> 00:05:15,088
毛利率高达84.9%

122
00:05:15,088 --> 00:05:17,079
比英伟达到75%

123
00:05:17,079 --> 00:05:20,279
和meta的81.9%还要更暴利

124
00:05:20,279 --> 00:05:22,180
狂暴的算力需求呢

125
00:05:22,180 --> 00:05:25,670
彻底改写了这些存储厂商们的命运

126
00:05:25,970 --> 00:05:30,750
如今的美光科技就好比前两年的英伟达客户们

127
00:05:30,750 --> 00:05:32,459
那是排队送钱

128
00:05:32,459 --> 00:05:34,259
而且刚才我们解释过

129
00:05:34,259 --> 00:05:39,168
巨头们短期内都不可能砍掉AI这个资本支出哈

130
00:05:39,168 --> 00:05:40,908
借债也要供血

131
00:05:40,908 --> 00:05:44,829
至少在AUTOPIC克与OpenAI成功上市之前

132
00:05:44,829 --> 00:05:47,088
都不可能主动掀桌子

133
00:05:47,088 --> 00:05:48,209
得罪呃

134
00:05:48,209 --> 00:05:50,850
这一大帮的华尔街大机构们

135
00:05:54,449 --> 00:05:56,060
不会放慢步伐

136
00:05:56,060 --> 00:05:59,259
这个存储供应也会持续的紧缺

137
00:05:59,259 --> 00:06:02,310
涨价周期会一直维持到2027年

138
00:06:02,310 --> 00:06:06,430
所以存储板块仍是目前美股市场中最紧缺

139
00:06:06,430 --> 00:06:09,750
也是确定性最高的AI硬件板块

140
00:06:09,750 --> 00:06:13,209
基本面上到SK海力士美股上市之前

141
00:06:13,209 --> 00:06:14,589
都看不到利空哈

142
00:06:14,589 --> 00:06:16,050
技术面上更是看不到

143
00:06:16,050 --> 00:06:20,290
也许要等到海力士美股ADR上市前后呃

144
00:06:20,290 --> 00:06:23,629
那个时候这个资金可能会抽走一部分

145
00:06:23,629 --> 00:06:24,810
去买海力士

146
00:06:24,810 --> 00:06:29,408
就像SPACEX上市后对其他太空股的抽血效应一样

147
00:06:29,408 --> 00:06:30,968
虽然都是同一个逻辑

148
00:06:30,968 --> 00:06:34,329
但是嗯海力士的抽血效应的程度呢

149
00:06:34,329 --> 00:06:35,428
应该要轻得多

150
00:06:35,428 --> 00:06:39,749
毕竟美光科技与SNDK都是很赚钱的

151
00:06:39,749 --> 00:06:41,370
而且都是美国公司

152
00:06:41,370 --> 00:06:43,350
那海力士再厉害

153
00:06:43,350 --> 00:06:45,658
所谓强龙难压地头蛇

154
00:06:45,658 --> 00:06:48,379
刚开始的时候肯定会风光一段时间

155
00:06:48,379 --> 00:06:50,959
但是到了最后就会变成臭外地的

156
00:06:50,959 --> 00:06:52,569
跑美股讨饭来了

157
00:06:52,569 --> 00:06:55,430
华尔街收割这个日本和韩国

158
00:06:55,430 --> 00:06:57,129
那属于老手艺了哈

159
00:06:57,129 --> 00:06:59,939
基本上每隔几年就会宰一次肥羊

160
00:06:59,939 --> 00:07:03,740
美股大盘呢正在经历去杠杆的颠簸期

161
00:07:03,740 --> 00:07:07,750
标普500指数今天还是没能够回补掉这个缺口

162
00:07:07,750 --> 00:07:11,269
已经连续三个交易日都运行在缺口下方了

163
00:07:11,269 --> 00:07:14,829
多头这几天也不是没有尝试过向上反弹

164
00:07:14,829 --> 00:07:16,629
可惜高位反弹无力

165
00:07:16,629 --> 00:07:21,449
每一次触及缺口下沿都被密集的抛压给打下去

166
00:07:21,449 --> 00:07:23,449
多次触及压力有回落

167
00:07:23,449 --> 00:07:26,290
这说明短线多头资金非常的谨慎

168
00:07:26,290 --> 00:07:28,009
买盘在缺口附近了

169
00:07:28,009 --> 00:07:29,220
出现了断层

170
00:07:29,220 --> 00:07:31,720
主要还是养老金与CTA的

171
00:07:31,720 --> 00:07:33,750
技术性卖压还没有结束

172
00:07:33,750 --> 00:07:34,990
这个多头不愿意

173
00:07:34,990 --> 00:07:37,310
这时候嗯冲进来去

174
00:07:37,310 --> 00:07:38,459
当接盘侠

175
00:07:38,459 --> 00:07:42,000
下方这条50日均线正在被反复的测试

176
00:07:42,000 --> 00:07:44,360
每次跌破后都能够收回来

177
00:07:44,360 --> 00:07:47,500
说明长线价值基金和被动买盘

178
00:07:47,500 --> 00:07:49,509
在这里筑起了一道防线

179
00:07:49,509 --> 00:07:52,209
但若是迟迟不能回补缺口

180
00:07:52,209 --> 00:07:55,259
那将会嗯打击九多头信心

181
00:07:55,259 --> 00:07:57,139
导致空头力量抬头

182
00:07:57,139 --> 00:08:00,660
目前多空双方焦灼的情况非常明显哈

183
00:08:00,660 --> 00:08:02,819
主流观点仍然认为呃

184
00:08:02,819 --> 00:08:07,180
美股这次回调呢只是季末调仓的阵痛期

185
00:08:07,180 --> 00:08:09,680
任何进一步破位下跌哈

186
00:08:09,680 --> 00:08:11,480
都是左侧的买点

187
00:08:11,480 --> 00:08:16,120
等市场进入7月份之后会出现季节性修复

188
00:08:16,120 --> 00:08:18,230
届时市场流动性改善

189
00:08:18,230 --> 00:08:19,610
7月中下旬

190
00:08:19,610 --> 00:08:23,269
新一轮财报季将对生产情绪提振呃

191
00:08:23,269 --> 00:08:24,858
这个催化嗯

192
00:08:24,858 --> 00:08:27,439
指数有望实现重大突破

193
00:08:27,439 --> 00:08:29,119
油价低位回升

194
00:08:29,119 --> 00:08:31,660
就在滞留邮轮陆续使出货

195
00:08:31,660 --> 00:08:35,440
木兹海峡市场对供应中断的担忧减弱之际呢

196
00:08:35,440 --> 00:08:39,179
一艘货船在阿曼湾遭遇了不明弹体袭击

197
00:08:39,179 --> 00:08:41,279
局势急转直下

198
00:08:41,279 --> 00:08:43,759
国际海事组织随即就宣布

199
00:08:43,759 --> 00:08:46,740
暂停滞留船只的疏散行动

200
00:08:46,740 --> 00:08:49,720
以进一步确认相关安全保障措施

201
00:08:49,720 --> 00:08:52,798
是否还要这个依然有效嗯

202
00:08:52,798 --> 00:08:55,818
海峡再冲航的前景呢就蒙上了阴影

203
00:08:55,818 --> 00:08:57,099
其他个股方面

204
00:08:57,099 --> 00:09:00,429
高通股价今年这个跳空高开

205
00:09:00,429 --> 00:09:02,649
触及月均线后回落

206
00:09:02,649 --> 00:09:05,919
日内涨幅从10%收窄到3.7%

207
00:09:05,919 --> 00:09:09,539
公司高管在纽约举行的2026投资者日

208
00:09:09,539 --> 00:09:10,700
活动上披露

209
00:09:10,700 --> 00:09:12,620
预计到2029年嗯

210
00:09:12,620 --> 00:09:14,139
他的数据中心业务

211
00:09:14,139 --> 00:09:17,210
销售额将会达到150亿美元

212
00:09:17,210 --> 00:09:21,610
并且呢将非手机业务的2029财年

213
00:09:21,610 --> 00:09:23,730
营收指引从220亿美元

214
00:09:23,730 --> 00:09:25,620
大幅上调到400亿美元

215
00:09:25,620 --> 00:09:27,580
公司正在争取数据中心

216
00:09:27,580 --> 00:09:29,950
基础设施领域的大型客户

217
00:09:29,950 --> 00:09:34,049
高通的销售展望呢与这个美光科技的财报

218
00:09:34,049 --> 00:09:36,759
同样强化了美股的AI叙事

219
00:09:36,759 --> 00:09:40,929
为近期略显疲态的半导体注入了强心剂

220
00:09:40,929 --> 00:09:43,690
软件板块这边就持续失血

221
00:09:43,690 --> 00:09:46,830
AI硬件左脚踩右脚都一路上天了哈

222
00:09:46,830 --> 00:09:50,830
但是全部的软件都集体大跌

223
00:09:50,830 --> 00:09:53,330
微软甲骨文这些没有一个展的

224
00:09:53,330 --> 00:09:55,690
就连七姐妹都沦为血包了

225
00:09:55,690 --> 00:09:58,480
那市场更没有钱给软件股了

226
00:09:58,480 --> 00:10:03,440
等AI技术从模型训练走向大规模应用落地

227
00:10:03,440 --> 00:10:06,359
那时候软件股才能够真正迎来爆发

228
00:10:06,359 --> 00:10:08,239
而且爆发的也不一定就是

229
00:10:08,239 --> 00:10:10,078
现在的这一批软件股哈

230
00:10:10,078 --> 00:10:12,458
可能其中会有很多旧的被淘汰掉

231
00:10:12,458 --> 00:10:13,568
新的进来

232
00:10:13,568 --> 00:10:16,288
所以咱们投资要跟着市场热度走

233
00:10:16,288 --> 00:10:17,308
才能够赚到钱

234
00:10:17,308 --> 00:10:18,818
不要刻舟求剑

235
00:10:18,818 --> 00:10:22,470
也不要太执着于上一轮周期的牛股

236
00:10:22,470 --> 00:10:27,918
旧日手机巨头blackberry呢如今正上演僵尸复活记嗯

237
00:10:27,918 --> 00:10:30,778
股价今年以来已经涨了173%

238
00:10:30,778 --> 00:10:32,918
公司Q1业绩超预期

239
00:10:32,918 --> 00:10:34,458
营收1.53亿美元

240
00:10:34,458 --> 00:10:36,639
同比增长了26%

241
00:10:36,639 --> 00:10:39,100
调整后每股收益四美分

242
00:10:39,100 --> 00:10:41,529
高于市场预期的三美分

243
00:10:41,529 --> 00:10:45,950
公司还实现了9年来首次这个现金流转正

244
00:10:45,950 --> 00:10:47,799
并且上调了全年展望

245
00:10:47,799 --> 00:10:51,179
直接刺激股价今年日内大涨超20%

246
00:10:51,179 --> 00:10:54,179
blackberry在过去几年里已经成功转型了

247
00:10:54,179 --> 00:10:58,539
将重心呢转移到智能联网设备和自动驾驶汽车

248
00:10:58,539 --> 00:11:00,589
的底层安全软件上

249
00:11:00,589 --> 00:11:03,229
另一家没落的手机巨头诺基亚

250
00:11:03,229 --> 00:11:05,188
近年来表现也毫不逊色哈

251
00:11:05,188 --> 00:11:07,589
在连续两年大涨之后

252
00:11:07,589 --> 00:11:10,629
今年再度累涨了一百十八%

253
00:11:10,629 --> 00:11:13,750
川普公开支持诺基亚的3000万美元

254
00:11:13,750 --> 00:11:15,330
半导体投资计划

255
00:11:15,330 --> 00:11:17,629
该计划呢是诺基亚40亿美元

256
00:11:17,629 --> 00:11:19,480
美国战略的一部分呃

257
00:11:19,480 --> 00:11:22,779
旨在扩建半导体测试和分装业务

258
00:11:22,779 --> 00:11:25,179
并且已经获得了1400万美元的

259
00:11:25,179 --> 00:11:27,099
州和联邦激励资助

260
00:11:27,099 --> 00:11:30,139
市场将此解读为官方对诺基亚

261
00:11:30,139 --> 00:11:32,259
从夕阳手机制造商

262
00:11:32,259 --> 00:11:35,470
向AI基础设施供应商转型的背书

263
00:11:35,470 --> 00:11:38,009
这两家可谓是老店新开

264
00:11:38,009 --> 00:11:41,769
精准踩中了当下最硬核的科技命脉

265
00:11:41,769 --> 00:11:46,029
嗯blackberry呢筑起了智能汽车的系统安全护城河

266
00:11:46,029 --> 00:11:48,309
诺基亚呢则通过官网络

267
00:11:48,309 --> 00:11:51,350
构筑着AI算力的超级高速公路

268
00:11:51,350 --> 00:11:54,309
哪怕他们的股价已经经历了大涨

269
00:11:54,309 --> 00:11:58,250
华尔街机构人强烈看涨这个上调他们目标股价

270
00:11:58,250 --> 00:11:59,070
摩根大通

271
00:11:59,070 --> 00:12:02,259
近期直接将诺基亚的目标价从14美元

272
00:12:02,259 --> 00:12:04,419
翻倍提高到21美元

273
00:12:04,419 --> 00:12:06,220
暗示较今天的收盘价

274
00:12:06,220 --> 00:12:08,789
还有近50%的暴涨空间

275
00:12:08,789 --> 00:12:09,830
理由呢是

276
00:12:09,830 --> 00:12:14,860
诺基亚旗下的英灵画晶圆厂和先进封装能力

277
00:12:14,860 --> 00:12:17,899
将在2026年底到2027年

278
00:12:17,899 --> 00:12:19,990
迎来订单的彻底爆发

279
00:12:19,990 --> 00:12:23,850
所以他们俩也并非单纯的命投机炒作

280
00:12:23,850 --> 00:12:26,899
而是正在经历着价值重估阶段

281
00:12:26,899 --> 00:12:29,720
阿里巴巴股价近期持续下跌

282
00:12:29,720 --> 00:12:32,360
公司向加州法院提交了诉状

283
00:12:34,809 --> 00:12:38,529
要求将其从中国军事企业清单

284
00:12:38,529 --> 00:12:41,549
又称1260H清单中移出

285
00:12:41,549 --> 00:12:43,549
阿里巴巴在诉讼中指出

286
00:12:43,549 --> 00:12:46,568
哈美方的认定毫无事实或法律依据

287
00:12:46,568 --> 00:12:49,269
只要公司一天还在这份清单中

288
00:12:49,269 --> 00:12:52,299
华尔街资金呢就不会碰这只股票

289
00:12:55,399 --> 00:12:57,720
自2026年6月30号起

290
00:13:01,299 --> 00:13:04,200
1260H清单企业聘请的

291
00:13:04,200 --> 00:13:06,779
游说公司或者法律顾问合作

292
00:13:06,779 --> 00:13:08,980
阿里巴巴这数字案例就愤怒的表示哈

293
00:13:08,980 --> 00:13:11,679
因为这个条款多年来为为公司服务的

294
00:13:11,679 --> 00:13:14,039
美国顶级游说团队和法律顾问

295
00:13:14,039 --> 00:13:15,820
已经纷纷通知了公司

296
00:13:15,820 --> 00:13:17,480
无法再为他服务了

297
00:13:17,480 --> 00:13:18,080
这意味着

298
00:13:18,080 --> 00:13:19,620
阿里巴巴的资本触角

299
00:13:19,620 --> 00:13:22,940
在华尔街和华盛顿呢被彻底的孤立

300
00:13:22,940 --> 00:13:26,039
连正常的制度性发声渠道都被剥夺了

301
00:13:26,039 --> 00:13:28,879
这场官司由于牵涉到政治博弈

302
00:13:28,879 --> 00:13:30,720
不可能三五天就结束

303
00:13:30,720 --> 00:13:34,839
在法院正式下达禁止令或者判决之前

304
00:13:34,839 --> 00:13:38,178
华尔街的大型机构资金会继续保持观望

305
00:13:38,178 --> 00:13:40,620
甚至顺势做空嗯

306
00:13:40,620 --> 00:13:43,399
股价呢将会持续受到严重的压制

307
00:13:43,399 --> 00:13:46,568
很难走出独立的大级别上涨行情

308
00:13:46,568 --> 00:13:50,928
而一旦如果这个法院传出对巴巴有利的阶

309
00:13:50,928 --> 00:13:51,869
段性裁决

310
00:13:51,869 --> 00:13:54,610
或者五角大楼有妥协迹象的话

311
00:13:54,610 --> 00:13:57,190
那被压制已久的花海姐空投呢

312
00:13:57,190 --> 00:13:59,009
就会疯狂的回补哈

313
00:13:59,009 --> 00:14:02,539
届时将会触发一波报复性的大饭摊行

314
00:14:02,539 --> 00:14:04,559
今天我们就说到这里

315
00:14:04,559 --> 00:14:06,740
那我们明天见拜拜

共 9 条，按点赞数排序。

共 1 条，按视频时间排序。