1
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00:00:00,180 --> 00:00:01,160
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哈喽大家好
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2
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00:00:01,160 --> 00:00:03,180
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开始我们今天的一个行情梳理
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3
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00:00:03,180 --> 00:00:08,720
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因为今天中午我感觉从很多人的留言上面看
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4
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00:00:08,720 --> 00:00:14,580
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就感觉大家对于最近的行情是没有什么概念的
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5
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00:00:14,580 --> 00:00:20,540
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所以我们今天就好好把我们这个月的行情给大家捋一捋
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6
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00:00:20,540 --> 00:00:22,860
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因为我们这一波的行情
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7
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00:00:22,860 --> 00:00:26,120
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其实说白了是从上周一
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8
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00:00:26,120 --> 00:00:29,700
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也就是2月25号
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9
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00:00:29,700 --> 00:00:29,980
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对吧
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10
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00:00:29,980 --> 00:00:33,080
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那天就24号录完视频之后
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11
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00:00:33,080 --> 00:00:36,940
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因为我们在19号开始卖了
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12
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00:00:36,940 --> 00:00:40,540
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然后基本上到20 21就空仓
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13
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00:00:40,540 --> 00:00:42,860
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然后空完仓空了三天左右
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14
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00:00:42,860 --> 00:00:45,580
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然后我们开始在25号陆续买回的
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15
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00:00:45,580 --> 00:00:48,080
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因此我们这一轮的行情
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16
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00:00:48,080 --> 00:00:51,300
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其实是从25号开始的
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17
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00:00:51,300 --> 00:00:54,420
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准确来说是从25号开始的
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18
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00:00:54,420 --> 00:00:55,400
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对吧
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19
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00:00:55,400 --> 00:00:56,160
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25号
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20
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00:00:56,160 --> 00:00:58,340
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然后25号
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21
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00:00:58,340 --> 00:00:59,680
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这是25号的复盘
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22
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00:00:59,680 --> 00:01:03,140
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25号的时候表现科技这边
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23
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00:01:03,140 --> 00:01:05,160
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夜冷表现的特别强
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24
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00:01:05,160 --> 00:01:10,100
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所以当时在夜冷给说了很多的东西
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25
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00:01:10,100 --> 00:01:10,560
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对吧
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26
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00:01:10,560 --> 00:01:12,120
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那么组装厂
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27
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00:01:12,120 --> 00:01:15,440
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然后我们的夜冷的光模块夜冷
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28
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00:01:15,440 --> 00:01:17,780
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可以指这个光模块夜冷
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29
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00:01:17,780 --> 00:01:20,300
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是我们在上一轮之前
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30
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00:01:20,300 --> 00:01:23,480
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也就是说我们在8月中旬的时候就说过的
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31
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00:01:23,480 --> 00:01:25,580
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是上一波的行情
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32
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00:01:25,580 --> 00:01:26,120
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对吧
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33
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00:01:26,120 --> 00:01:26,960
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当时是说过
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34
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00:01:26,960 --> 00:01:29,220
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当时只说的是光模块夜冷
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35
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00:01:29,220 --> 00:01:31,660
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然后没有说福气夜冷
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36
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00:01:31,660 --> 00:01:35,140
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但是因为从上周二开始
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37
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00:01:35,140 --> 00:01:38,160
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整个福气夜冷开始表现了
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38
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00:01:38,160 --> 00:01:42,940
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因为那一天的行情属于是一个起点
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39
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00:01:42,940 --> 00:01:44,580
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大家但凡要记住
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40
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00:01:44,580 --> 00:01:46,820
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就是我们每一段行情刚开始
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41
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00:01:46,820 --> 00:01:50,120
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如果是它跟着我们的行情
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42
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00:01:50,120 --> 00:01:56,380
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有着高度的一个共振的效应的那种板块出现
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43
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00:01:56,380 --> 00:01:57,580
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那么是非常强的
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44
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00:01:57,580 --> 00:01:59,180
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但是因为这是
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45
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00:01:59,220 --> 00:01:59,900
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刚开始
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46
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00:01:59,900 --> 00:02:01,220
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所以没有确认
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47
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00:02:01,220 --> 00:02:04,260
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就是说你的夜冷一定能走出来或者怎么样
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48
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00:02:04,260 --> 00:02:04,500
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对吧
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49
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00:02:04,500 --> 00:02:07,420
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你没有办法就是把这一根涨停
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50
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00:02:07,420 --> 00:02:11,000
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当做是它的一个起开始
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51
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00:02:11,000 --> 00:02:12,820
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你就没办法说你第一根涨停
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52
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00:02:12,820 --> 00:02:14,100
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我就判定这是主线
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53
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00:02:14,100 --> 00:02:14,900
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没有办法的
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54
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00:02:14,900 --> 00:02:17,180
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它主线行情一定是走出来的
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55
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00:02:17,180 --> 00:02:19,460
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所以随着它后面不断的走强
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56
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00:02:19,460 --> 00:02:22,540
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然后每一次的整个上证指数有并攻的时候
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57
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00:02:22,540 --> 00:02:24,060
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比如说上周四的时候
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58
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00:02:24,060 --> 00:02:26,220
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以及我们这周一的时候
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59
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00:02:26,220 --> 00:02:28,180
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它都有表现的时候
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60
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00:02:28,180 --> 00:02:29,200
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我们可以看出
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61
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00:02:29,220 --> 00:02:32,260
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看做它是比较好的一波行情
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62
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00:02:32,260 --> 00:02:36,140
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那么在整个动态的提示里面
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63
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00:02:36,140 --> 00:02:38,860
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因为周一讲完了之后
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64
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00:02:38,860 --> 00:02:41,860
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其实是开始让你们一层一仓一层的买
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65
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00:02:41,860 --> 00:02:46,480
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整个做法就跟我们7月底抄底的动作是一样的
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66
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00:02:46,480 --> 00:02:49,220
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但正儿八经说的时候应该是8月27号
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67
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00:02:49,220 --> 00:02:53,980
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就市场接力情绪好转这里面说的
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68
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00:02:53,980 --> 00:02:55,480
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然后说完了之后
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69
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00:02:55,480 --> 00:02:57,600
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就是跟各位
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70
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00:02:57,600 --> 00:02:59,200
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就是在复盘的时候
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71
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00:02:59,220 --> 00:03:02,700
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在复盘里面我跟各位点过几个东西
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72
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00:03:02,700 --> 00:03:04,060
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对了
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73
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00:03:04,060 --> 00:03:08,040
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然后蓝起科技就是跟我们国产的
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74
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00:03:08,040 --> 00:03:10,260
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也就是说半导体相关吧
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75
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00:03:10,260 --> 00:03:14,040
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然后圣科通信那么就是交换机的交换机
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76
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00:03:14,040 --> 00:03:16,680
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然后还有就是金融
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77
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00:03:16,680 --> 00:03:18,980
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所以主要点了这四个
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78
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00:03:18,980 --> 00:03:22,180
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这四个里面你其实无所谓做什么东西
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79
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00:03:22,180 --> 00:03:25,620
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就是说你在这里面做相对应的都可以
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80
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00:03:25,620 --> 00:03:27,900
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然后我们视频里面重点强到的
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81
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00:03:27,900 --> 00:03:29,060
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我没有在
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82
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00:03:29,220 --> 00:03:31,640
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动态文字里面说
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83
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00:03:31,640 --> 00:03:35,280
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因为视频有视频提到的和动态提到肯定不会一样
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84
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00:03:35,280 --> 00:03:39,120
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所以视频里面我会提的更明明显明确一点
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85
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00:03:39,120 --> 00:03:39,420
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对吧
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86
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00:03:39,420 --> 00:03:45,300
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包括说科创50我们重点要做什么东西也都定了
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87
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00:03:45,300 --> 00:03:47,060
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基本上就是做GPU
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88
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00:03:47,060 --> 00:03:50,520
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当时对当时不光是做这个
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89
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00:03:50,520 --> 00:03:52,720
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我们当时还说你可以去做电源
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90
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00:03:52,720 --> 00:03:54,820
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因为周一的时候
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91
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00:03:54,820 --> 00:03:57,500
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像金盘科技
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92
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00:03:57,500 --> 00:03:58,920
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对金盘科技这个电源
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93
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00:03:58,920 --> 00:04:00,280
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我当时说也可以做
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94
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00:04:00,280 --> 00:04:02,100
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因为这也是之前说的
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95
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00:04:02,100 --> 00:04:07,640
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但是因为27号的时候出了黑天鹅事件
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96
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00:04:07,640 --> 00:04:09,600
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那么这个方向我们就不怎么去看了
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97
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00:04:09,600 --> 00:04:12,440
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但是这家公司它的基本面非常好
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98
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00:04:12,440 --> 00:04:13,740
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非常牛逼
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99
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00:04:13,740 --> 00:04:16,580
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只不过因为有那种事情的扰动
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100
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00:04:16,580 --> 00:04:20,740
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所以以至于我们不太敢去做这个方向
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101
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00:04:20,740 --> 00:04:25,380
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但如果这一块也出现了非常好性价比的话
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102
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00:04:25,380 --> 00:04:27,880
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你想做仍然是能够做的
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103
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00:04:27,880 --> 00:04:28,780
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对吧
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104
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00:04:28,780 --> 00:04:28,900
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对吧
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105
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00:04:28,920 --> 00:04:30,580
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你只要等那个事情过去
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106
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00:04:30,580 --> 00:04:32,240
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然后你抄一波底走出来是没有问题
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107
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00:04:32,240 --> 00:04:34,580
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这家公司的基本面非常的好
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108
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00:04:34,580 --> 00:04:37,320
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因此我在视频里面其实强调更多是
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109
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00:04:37,320 --> 00:04:40,000
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你可以做一个比较长的东西
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110
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00:04:40,000 --> 00:04:41,880
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包括说我们有顶有底
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111
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00:04:41,880 --> 00:04:42,160
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对吧
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112
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00:04:42,160 --> 00:04:43,780
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你做到什么部分知道
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113
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00:04:43,780 --> 00:04:44,740
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像新元股份
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114
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00:04:44,740 --> 00:04:45,880
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新元股份
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115
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00:04:45,880 --> 00:04:47,620
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我们为什么要做它
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116
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00:04:47,620 --> 00:04:51,460
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因为它出现了明显的一个日线的底倍裂
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117
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00:04:51,460 --> 00:04:54,780
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这个公司和韩5G这些是一样的
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118
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00:04:54,780 --> 00:04:56,840
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韩5G也出现了明显的底倍裂
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119
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00:04:56,840 --> 00:04:58,800
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所以我们可以
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120
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00:04:58,800 --> 00:05:01,480
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去做这些方向
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121
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00:05:01,480 --> 00:05:04,600
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包括说今天有很多朋友问
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122
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00:05:04,600 --> 00:05:09,600
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你是问说是他看好我们的国产半导体
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123
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00:05:09,600 --> 00:05:11,920
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然后例如工业复联
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124
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00:05:11,920 --> 00:05:15,140
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然后是浪潮信息
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125
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00:05:15,140 --> 00:05:16,760
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他这是AI服务器相关的
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126
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00:05:16,760 --> 00:05:20,260
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然后还有是像中微公司
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127
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00:05:20,260 --> 00:05:20,880
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对吧
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128
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00:05:20,880 --> 00:05:22,580
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这一类北方划创
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129
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00:05:22,580 --> 00:05:24,120
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这些都没有问题
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130
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00:05:24,120 --> 00:05:26,780
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哪怕是我们的中芯国际
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131
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00:05:26,780 --> 00:05:28,260
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这些也没有问题
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132
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00:05:28,260 --> 00:05:32,700
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但是它不是我们这一波重点去观察的
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133
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00:05:32,700 --> 00:05:34,300
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我们这一波重点去观察的
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134
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00:05:34,300 --> 00:05:37,120
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就是已经出现了明显日线底倍裂的品种
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135
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00:05:37,120 --> 00:05:38,700
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我们去做它
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136
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00:05:38,700 --> 00:05:41,460
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对于我们来讲弹性是很大的
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|
137
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00:05:41,460 --> 00:05:46,500
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这个东西就相当于是我们在8月中旬
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138
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00:05:46,500 --> 00:05:48,100
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做二线光的时候
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139
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00:05:48,100 --> 00:05:49,500
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那一波的品种
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140
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00:05:49,500 --> 00:05:51,980
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他们对标的是那种行情
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141
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00:05:51,980 --> 00:05:53,400
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什么时候买我知道
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142
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00:05:53,400 --> 00:05:54,980
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什么时候卖我也知道
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|
143
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00:05:54,980 --> 00:05:57,820
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这是我们相对于
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|
144
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00:05:58,260 --> 00:05:59,500
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能够比较明确的钱
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|
145
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00:05:59,500 --> 00:06:00,900
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也就能赚到的钱
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|
146
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00:06:00,900 --> 00:06:02,100
|
就科创武林对吧
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|
147
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00:06:02,100 --> 00:06:06,420
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你这一波到1800附近的这样一个情况
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148
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00:06:06,420 --> 00:06:08,900
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这是我们要去做的
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|
149
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00:06:08,900 --> 00:06:13,140
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因此我们不管是从8月份的行情也好
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|
150
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00:06:13,140 --> 00:06:15,300
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哪怕是我们到现在的行情
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|
151
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00:06:15,300 --> 00:06:18,540
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我们仍然做的是超跌反弹
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152
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00:06:18,540 --> 00:06:22,460
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而我们目前做的就是反弹的行情
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|
153
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00:06:22,460 --> 00:06:24,060
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但是在反弹的行情
|
|
154
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00:06:24,060 --> 00:06:26,740
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这一波的当中
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|
155
|
00:06:26,740 --> 00:06:28,020
|
我们看到了
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156
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00:06:28,260 --> 00:06:31,540
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叶冷这样主动进攻的板块
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|
157
|
00:06:31,540 --> 00:06:32,620
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它不是超跌反弹
|
|
158
|
00:06:32,620 --> 00:06:35,100
|
它不属于是这一轮的超跌反弹品种
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|
159
|
00:06:35,100 --> 00:06:38,080
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因为它已经跌了很长一段时间了
|
|
160
|
00:06:38,080 --> 00:06:40,720
|
它从年初的震荡到现在
|
|
161
|
00:06:40,720 --> 00:06:43,880
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一直是处于一个非常弱的情况
|
|
162
|
00:06:43,880 --> 00:06:46,540
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然后弱到6月底的时候
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|
163
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00:06:46,540 --> 00:06:48,540
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跟着科技股一起被砸下来了
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|
164
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00:06:48,540 --> 00:06:50,660
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它跟那些海外链不一样
|
|
165
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00:06:50,660 --> 00:06:50,880
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对吧
|
|
166
|
00:06:50,880 --> 00:06:52,320
|
海外链是一路涨
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|
167
|
00:06:52,320 --> 00:06:53,840
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涨到了6月底
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|
168
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00:06:53,840 --> 00:06:54,900
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然后被带下来了
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|
169
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00:06:54,900 --> 00:06:56,060
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这些叶冷
|
|
170
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00:06:56,060 --> 00:06:57,860
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他们是一路被带下来的
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|
171
|
00:06:58,260 --> 00:06:59,840
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他们因为因此这些东西
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|
172
|
00:06:59,840 --> 00:07:00,860
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它调整了很久
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|
173
|
00:07:00,860 --> 00:07:02,640
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那么在这一轮行情当中
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|
174
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00:07:02,640 --> 00:07:03,760
|
它有所表现
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|
175
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00:07:03,760 --> 00:07:06,400
|
包括说他们在整个三季度
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|
176
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00:07:06,400 --> 00:07:06,760
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对吧
|
|
177
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00:07:06,760 --> 00:07:08,440
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因为一季报的时候
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178
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00:07:08,440 --> 00:07:09,520
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我们知道英维克
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179
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00:07:09,520 --> 00:07:11,680
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这个是出现了业绩爆冷
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180
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00:07:11,680 --> 00:07:12,040
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对吧
|
|
181
|
00:07:12,040 --> 00:07:14,380
|
你上千亿市值的公司
|
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182
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00:07:14,380 --> 00:07:16,780
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你整个盈利才那么一点点
|
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183
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00:07:16,780 --> 00:07:18,640
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所以当时出现了爆冷
|
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184
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00:07:18,640 --> 00:07:19,860
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那么我们当时也
|
|
185
|
00:07:19,860 --> 00:07:21,400
|
我也是提前给大家说的
|
|
186
|
00:07:21,400 --> 00:07:22,980
|
就是它不可能会有业绩
|
|
187
|
00:07:22,980 --> 00:07:26,260
|
它的业绩肯定是要等到三季报之后
|
|
188
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00:07:26,260 --> 00:07:27,060
|
才会去释放
|
|
189
|
00:07:27,060 --> 00:07:27,720
|
因此
|
|
190
|
00:07:28,260 --> 00:07:29,100
|
这种品种
|
|
191
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00:07:29,100 --> 00:07:30,320
|
这种叶冷品种
|
|
192
|
00:07:30,320 --> 00:07:34,380
|
它们也是在打三季报的一个预期
|
|
193
|
00:07:34,380 --> 00:07:35,980
|
然后我们在9月份
|
|
194
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00:07:35,980 --> 00:07:37,820
|
9月份还有一个什么特别的情况
|
|
195
|
00:07:37,820 --> 00:07:39,720
|
就是业绩真空期
|
|
196
|
00:07:39,720 --> 00:07:42,040
|
就这种业绩真空期的时候
|
|
197
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00:07:42,040 --> 00:07:43,840
|
对于这一类的品种
|
|
198
|
00:07:43,840 --> 00:07:46,780
|
本身它属于一个更大级别的朝铁反弹
|
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199
|
00:07:46,780 --> 00:07:51,040
|
所以资金选择把叶冷拿出来做
|
|
200
|
00:07:51,040 --> 00:07:52,140
|
而没有选择
|
|
201
|
00:07:52,140 --> 00:07:52,360
|
对吧
|
|
202
|
00:07:52,360 --> 00:07:53,560
|
这些已经有
|
|
203
|
00:07:53,560 --> 00:07:55,700
|
最近已经有很多套牢盘的这些品种
|
|
204
|
00:07:55,700 --> 00:07:56,300
|
他们去做
|
|
205
|
00:07:56,300 --> 00:07:57,340
|
这方面
|
|
206
|
00:07:57,340 --> 00:07:58,260
|
整个阻力量
|
|
207
|
00:07:58,260 --> 00:08:00,660
|
阻力就相对于更小一点
|
|
208
|
00:08:00,660 --> 00:08:02,940
|
因此我们可以去做它
|
|
209
|
00:08:02,940 --> 00:08:04,220
|
那么之前也跟
|
|
210
|
00:08:04,220 --> 00:08:05,340
|
昨天也跟大家说了
|
|
211
|
00:08:05,340 --> 00:08:05,700
|
好
|
|
212
|
00:08:05,700 --> 00:08:07,500
|
你这一轮我们做到什么时候
|
|
213
|
00:08:07,500 --> 00:08:11,500
|
做到我们这一波抄底结束
|
|
214
|
00:08:11,500 --> 00:08:13,320
|
就什么时候
|
|
215
|
00:08:13,320 --> 00:08:18,180
|
我们看上证指数出现比较大级别的一个顶部结构的时候
|
|
216
|
00:08:18,180 --> 00:08:19,080
|
那
|
|
217
|
00:08:19,080 --> 00:08:20,100
|
那就说明
|
|
218
|
00:08:20,100 --> 00:08:22,140
|
我们这一波的行情做完了
|
|
219
|
00:08:22,140 --> 00:08:28,240
|
所以我们这一波是借着上证指数出现了一个日线级别的趋势
|
|
220
|
00:08:28,260 --> 00:08:31,940
|
我们去做了科技股的超跌反弹
|
|
221
|
00:08:31,940 --> 00:08:33,720
|
仅此而已
|
|
222
|
00:08:33,720 --> 00:08:37,140
|
九月它没有阻声浪
|
|
223
|
00:08:37,140 --> 00:08:40,280
|
我们九月就是超跌反弹
|
|
224
|
00:08:40,280 --> 00:08:43,740
|
这波超跌反弹能吃到就吃
|
|
225
|
00:08:43,740 --> 00:08:44,440
|
吃不到
|
|
226
|
00:08:44,440 --> 00:08:46,000
|
无所谓
|
|
227
|
00:08:46,000 --> 00:08:49,060
|
只不过对于上半个月而言
|
|
228
|
00:08:49,060 --> 00:08:51,320
|
我们没有那么多的利空
|
|
229
|
00:08:51,320 --> 00:08:56,640
|
然后我们本身也已经调整了很多的很久的时间
|
|
230
|
00:08:56,640 --> 00:08:58,200
|
然后上证这边
|
|
231
|
00:08:58,200 --> 00:09:00,500
|
也已经有点走出趋势的样子
|
|
232
|
00:09:00,500 --> 00:09:02,180
|
所以我们在这种位置
|
|
233
|
00:09:02,180 --> 00:09:04,540
|
你可以把仓位稍微打上去一点
|
|
234
|
00:09:04,540 --> 00:09:06,420
|
也就是说打到六到八成
|
|
235
|
00:09:06,420 --> 00:09:09,060
|
然后我们去做这一波的超跌反弹
|
|
236
|
00:09:09,060 --> 00:09:14,160
|
但本质上我们也看到了最近的整个量能非常的少
|
|
237
|
00:09:14,160 --> 00:09:14,900
|
对
|
|
238
|
00:09:14,900 --> 00:09:17,740
|
要像今天只有一千一万七千八百亿
|
|
239
|
00:09:17,740 --> 00:09:21,060
|
整个处于还在处于缩量的一个情况
|
|
240
|
00:09:21,060 --> 00:09:27,800
|
因此我们对于整个行情就不要去抱有太大的一个想法
|
|
241
|
00:09:27,800 --> 00:09:28,180
|
就好像我们在这个行情中
|
|
242
|
00:09:28,200 --> 00:09:30,440
|
我们让他慢慢的去去做就好了
|
|
243
|
00:09:30,440 --> 00:09:30,860
|
对吧
|
|
244
|
00:09:30,860 --> 00:09:35,260
|
我们不需要就是说一定要在九月做出一波大的行情
|
|
245
|
00:09:35,260 --> 00:09:40,640
|
因为在上上周给大家梳理作业的时候
|
|
246
|
00:09:40,640 --> 00:09:42,660
|
其实你们应该能够看到
|
|
247
|
00:09:42,660 --> 00:09:43,200
|
对吧
|
|
248
|
00:09:43,200 --> 00:09:46,040
|
即使你每天随便做一下
|
|
249
|
00:09:46,040 --> 00:09:49,220
|
然后你每天一个点两个点这样凑一下
|
|
250
|
00:09:49,220 --> 00:09:50,520
|
然后减少一些寡蹭
|
|
251
|
00:09:50,520 --> 00:09:52,580
|
那么你整个一个月下来
|
|
252
|
00:09:52,580 --> 00:09:53,920
|
你的盈利也会不少
|
|
253
|
00:09:53,920 --> 00:09:57,620
|
我们九月是不一定会有八月份
|
|
254
|
00:09:57,620 --> 00:09:59,020
|
八月初的那种行情
|
|
255
|
00:09:59,020 --> 00:10:01,920
|
因为八月初刚经历过一轮大幅下杀
|
|
256
|
00:10:01,920 --> 00:10:04,980
|
那么本身就会有一轮很强的超跌反弹
|
|
257
|
00:10:04,980 --> 00:10:07,940
|
所以在第一轮超跌反弹之后
|
|
258
|
00:10:07,940 --> 00:10:10,620
|
我们做的是第二轮的超跌反弹
|
|
259
|
00:10:10,620 --> 00:10:13,500
|
就上个月没有怎么弹到东西
|
|
260
|
00:10:13,500 --> 00:10:14,680
|
或者弹的不好的东西
|
|
261
|
00:10:14,680 --> 00:10:16,200
|
这个月他可能要不涨
|
|
262
|
00:10:16,200 --> 00:10:18,960
|
所以我们是做的这一部分
|
|
263
|
00:10:18,960 --> 00:10:23,120
|
那么这个月整个九月份对于我们来讲
|
|
264
|
00:10:23,120 --> 00:10:26,360
|
我们应该是把很强的这种东西
|
|
265
|
00:10:26,360 --> 00:10:27,320
|
我们要记住了
|
|
266
|
00:10:27,620 --> 00:10:28,140
|
记录下来
|
|
267
|
00:10:28,140 --> 00:10:33,920
|
因为他有可能是我们十月到十一月
|
|
268
|
00:10:33,920 --> 00:10:37,860
|
到来自十二月的一个非常强的品种
|
|
269
|
00:10:37,860 --> 00:10:40,280
|
因此整个九月
|
|
270
|
00:10:40,280 --> 00:10:45,260
|
他就是注底轮动等主线的过渡月
|
|
271
|
00:10:45,260 --> 00:10:48,100
|
这种时候有行情做
|
|
272
|
00:10:48,100 --> 00:10:49,820
|
我们做没有行情做拉倒
|
|
273
|
00:10:49,820 --> 00:10:53,580
|
大家不要对这个行情抱有太大的期望
|
|
274
|
00:10:53,580 --> 00:10:57,260
|
所以我在最近会更新的比较频繁
|
|
275
|
00:10:57,260 --> 00:10:57,520
|
对吧
|
|
276
|
00:10:57,520 --> 00:10:59,480
|
也相应的带着大家去做替
|
|
277
|
00:10:59,480 --> 00:11:02,460
|
那么能做一点是一点能赚一点是一点
|
|
278
|
00:11:02,460 --> 00:11:06,220
|
那么因为周一我们的整个经济数据还不错
|
|
279
|
00:11:06,220 --> 00:11:08,480
|
那么到了下一周
|
|
280
|
00:11:08,480 --> 00:11:11,580
|
好我们看一下九月份的当时
|
|
281
|
00:11:11,580 --> 00:11:15,920
|
31号应该给大家一个九月份的复盘
|
|
282
|
00:11:15,920 --> 00:11:20,180
|
里面有整个九月的投资日历
|
|
283
|
00:11:20,180 --> 00:11:22,920
|
那是九月三十号的复盘
|
|
284
|
00:11:22,920 --> 00:11:24,800
|
这九月的投资日历
|
|
285
|
00:11:24,800 --> 00:11:27,280
|
那么最重要的就是明天
|
|
286
|
00:11:27,280 --> 00:11:29,840
|
也就周五晚上美国的飞龙数据
|
|
287
|
00:11:29,840 --> 00:11:32,120
|
美国飞龙数据
|
|
288
|
00:11:32,120 --> 00:11:36,280
|
他会说我们七月我们七号对吧
|
|
289
|
00:11:36,280 --> 00:11:38,600
|
是高开还是低走
|
|
290
|
00:11:38,600 --> 00:11:41,900
|
包括说他对于整个我们九月份
|
|
291
|
00:11:41,900 --> 00:11:45,980
|
中旬九月十六号的FOMC会议的一个决议
|
|
292
|
00:11:45,980 --> 00:11:49,780
|
有着非常重要的一个参考参考价值
|
|
293
|
00:11:49,780 --> 00:11:52,360
|
然后对于我们A股
|
|
294
|
00:11:52,360 --> 00:11:56,040
|
九月份他到底是要收一根阴线
|
|
295
|
00:11:56,040 --> 00:11:57,040
|
还是收一根
|
|
296
|
00:11:57,280 --> 00:12:03,460
|
红线取决于我们九月九号的CPI和PPI数据
|
|
297
|
00:12:03,460 --> 00:12:05,680
|
如果这两个数据很好
|
|
298
|
00:12:05,680 --> 00:12:10,600
|
那么我们九月很有可能会收一根中阳线
|
|
299
|
00:12:10,600 --> 00:12:12,640
|
我们上阵的中阳线对吧
|
|
300
|
00:12:12,640 --> 00:12:15,940
|
这是我们八月份收的收的是4.2
|
|
301
|
00:12:15,940 --> 00:12:17,620
|
也差不多一根中阳线
|
|
302
|
00:12:17,620 --> 00:12:20,440
|
我们目前是负1.1
|
|
303
|
00:12:20,440 --> 00:12:22,000
|
如果那些数据很好
|
|
304
|
00:12:22,000 --> 00:12:25,960
|
我们九月份很有可能会收一根中阳线
|
|
305
|
00:12:25,960 --> 00:12:27,240
|
甚至达到4000
|
|
306
|
00:12:27,280 --> 00:12:27,940
|
2附近
|
|
307
|
00:12:27,940 --> 00:12:29,840
|
不要去破前高
|
|
308
|
00:12:29,840 --> 00:12:31,420
|
达到4000附近就好
|
|
309
|
00:12:31,420 --> 00:12:36,820
|
因为在九月底会有中美元首会议
|
|
310
|
00:12:36,820 --> 00:12:41,680
|
那么中美元首会议之后进入十月份
|
|
311
|
00:12:41,680 --> 00:12:44,160
|
因为我们是中秋节
|
|
312
|
00:12:44,160 --> 00:12:47,140
|
中秋节加11加加上11对吧
|
|
313
|
00:12:47,140 --> 00:12:52,060
|
我们会休息差不多这十天的十天左右
|
|
314
|
00:12:52,060 --> 00:12:54,500
|
但是对于十月份的美国
|
|
315
|
00:12:54,500 --> 00:12:56,940
|
他们有anthropic的上市
|
|
316
|
00:12:57,280 --> 00:13:00,400
|
有九月份的加息预期
|
|
317
|
00:13:00,400 --> 00:13:03,880
|
但九月份大概率他们是保持不变
|
|
318
|
00:13:03,880 --> 00:13:09,160
|
因此整个美债还是下不来
|
|
319
|
00:13:09,160 --> 00:13:10,420
|
当你下不来
|
|
320
|
00:13:10,420 --> 00:13:12,420
|
在高处选9了
|
|
321
|
00:13:12,420 --> 00:13:14,320
|
美股一定是会沉压的
|
|
322
|
00:13:14,320 --> 00:13:20,020
|
这跟我上周末跟大家在周复盘中提到的是一样一回事
|
|
323
|
00:13:21,220 --> 00:13:23,460
|
最先抛弃的一定是美股
|
|
324
|
00:13:23,460 --> 00:13:25,940
|
美股会在阴跌完之后
|
|
325
|
00:13:25,940 --> 00:13:29,420
|
在十月份大概率会有一波大的下杀
|
|
326
|
00:13:29,420 --> 00:13:33,580
|
大概率是会伴随着anthropic的上市
|
|
327
|
00:13:33,580 --> 00:13:35,060
|
来一波杀估值
|
|
328
|
00:13:36,220 --> 00:13:38,000
|
杀完估值之后
|
|
329
|
00:13:39,020 --> 00:13:42,980
|
整个十月进入到十月下半旬
|
|
330
|
00:13:42,980 --> 00:13:46,760
|
那么这下半旬是开始披露三级报的时间
|
|
331
|
00:13:46,760 --> 00:13:55,920
|
那么届时我们的整个国产的半导体GPU和一些三级报会出业绩的科技股
|
|
332
|
00:13:55,940 --> 00:13:58,060
|
才会迎来一波行情
|
|
333
|
00:13:58,060 --> 00:14:01,340
|
那是我们今年最大的一波行情
|
|
334
|
00:14:01,340 --> 00:14:03,520
|
不是在9月
|
|
335
|
00:14:03,520 --> 00:14:07,680
|
我们9月只是做一轮超跌反弹
|
|
336
|
00:14:07,680 --> 00:14:08,140
|
好吧
|
|
337
|
00:14:08,140 --> 00:14:09,960
|
我们只是做一轮超跌反弹
|
|
338
|
00:14:09,960 --> 00:14:11,940
|
如果市场给机会
|
|
339
|
00:14:12,480 --> 00:14:17,320
|
能够把科创50弹到1800就够了
|
|
340
|
00:14:17,320 --> 00:14:20,040
|
我们这一轮超跌反弹做完
|
|
341
|
00:14:20,040 --> 00:14:21,680
|
对吧
|
|
342
|
00:14:21,680 --> 00:14:22,480
|
做完之后
|
|
343
|
00:14:22,480 --> 00:14:24,300
|
你该避险避险
|
|
344
|
00:14:24,300 --> 00:14:25,280
|
该干嘛干嘛
|
|
345
|
00:14:25,280 --> 00:14:25,920
|
但是呢
|
|
346
|
00:14:25,940 --> 00:14:27,860
|
但是我想跟各位说的是
|
|
347
|
00:14:27,860 --> 00:14:31,560
|
因为像最近煤炭涨得特别好
|
|
348
|
00:14:31,560 --> 00:14:31,780
|
对吧
|
|
349
|
00:14:31,780 --> 00:14:35,660
|
煤炭我在前几天就跟各位说了
|
|
350
|
00:14:35,660 --> 00:14:40,760
|
已经收了一根这种级别的一根K线
|
|
351
|
00:14:40,760 --> 00:14:41,100
|
对吧
|
|
352
|
00:14:41,100 --> 00:14:42,260
|
非常难看的K线
|
|
353
|
00:14:42,260 --> 00:14:43,800
|
并且已经处于这种高位
|
|
354
|
00:14:43,800 --> 00:14:50,680
|
因此煤炭这一类的资源内相关的高股息品种
|
|
355
|
00:14:50,680 --> 00:14:55,240
|
就不是我们在9月份能够选到的避险品种
|
|
356
|
00:14:55,240 --> 00:14:59,720
|
我们9月份大概率会去选一些
|
|
357
|
00:14:59,720 --> 00:15:06,800
|
我们9月份大概会去选一些股息率比较高的消费品种
|
|
358
|
00:15:06,800 --> 00:15:09,100
|
我们不会去选资源内的避险的
|
|
359
|
00:15:09,100 --> 00:15:11,140
|
因为有些消费品种
|
|
360
|
00:15:11,140 --> 00:15:13,360
|
他们的调整时间
|
|
361
|
00:15:13,360 --> 00:15:14,460
|
整个涨幅
|
|
362
|
00:15:14,460 --> 00:15:15,800
|
我觉得也都OK
|
|
363
|
00:15:15,800 --> 00:15:16,720
|
比较满意
|
|
364
|
00:15:16,720 --> 00:15:21,480
|
就像我们周末看到很多关于房地产的那么多的政策
|
|
365
|
00:15:21,480 --> 00:15:21,800
|
对吧
|
|
366
|
00:15:21,800 --> 00:15:23,920
|
然后我们的整个
|
|
367
|
00:15:23,920 --> 00:15:25,220
|
地产服务的股票
|
|
368
|
00:15:25,220 --> 00:15:27,620
|
20厘米涨停
|
|
369
|
00:15:27,620 --> 00:15:28,820
|
直接一路杀下来
|
|
370
|
00:15:28,820 --> 00:15:30,680
|
然后连续低开
|
|
371
|
00:15:30,680 --> 00:15:30,940
|
对吧
|
|
372
|
00:15:30,940 --> 00:15:31,460
|
低开
|
|
373
|
00:15:31,460 --> 00:15:34,280
|
然后又直接下杀
|
|
374
|
00:15:34,280 --> 00:15:36,540
|
因此那个政策
|
|
375
|
00:15:36,540 --> 00:15:38,300
|
它并不是旧的房地产
|
|
376
|
00:15:38,300 --> 00:15:41,160
|
它其实旧的是消费端
|
|
377
|
00:15:41,160 --> 00:15:41,820
|
对吧
|
|
378
|
00:15:41,820 --> 00:15:43,240
|
它旧的其实是消费端
|
|
379
|
00:15:43,240 --> 00:15:45,680
|
因此我们经久营时
|
|
380
|
00:15:45,680 --> 00:15:46,500
|
经久营时
|
|
381
|
00:15:46,500 --> 00:15:50,660
|
整个消费数据会迎来好转
|
|
382
|
00:15:50,660 --> 00:15:52,400
|
所以我们9月份
|
|
383
|
00:15:52,400 --> 00:15:54,860
|
这一轮超跌反弹做完了之后
|
|
384
|
00:15:54,860 --> 00:15:58,260
|
我们再去做防守相关的方向的话
|
|
385
|
00:15:58,260 --> 00:16:01,620
|
我们就可以去找一些高股息的消费
|
|
386
|
00:16:01,620 --> 00:16:02,860
|
对吧
|
|
387
|
00:16:02,860 --> 00:16:04,460
|
我们去进行一个参与
|
|
388
|
00:16:04,460 --> 00:16:07,920
|
这是我们的一个整体的节奏
|
|
389
|
00:16:07,920 --> 00:16:10,440
|
现在大家应该能多多少少明白了吧
|
|
390
|
00:16:10,440 --> 00:16:11,080
|
对吧
|
|
391
|
00:16:11,080 --> 00:16:12,800
|
就我们这一波
|
|
392
|
00:16:12,800 --> 00:16:16,180
|
你做的就是超跌反弹
|
|
393
|
00:16:16,180 --> 00:16:20,440
|
不是说我们在9月份要做多么多么大的行情
|
|
394
|
00:16:20,440 --> 00:16:21,860
|
多么多么牛逼的行情
|
|
395
|
00:16:21,860 --> 00:16:23,480
|
这个是市场给的
|
|
396
|
00:16:23,480 --> 00:16:24,840
|
但是市场大概率是不高的
|
|
397
|
00:16:24,860 --> 00:16:25,580
|
不会给
|
|
398
|
00:16:25,580 --> 00:16:27,860
|
不会给那么牛逼的行情
|
|
399
|
00:16:27,860 --> 00:16:28,800
|
好吧
|
|
400
|
00:16:28,800 --> 00:16:31,420
|
就大家不要去想太多
|
|
401
|
00:16:31,420 --> 00:16:34,140
|
哪怕是说这个月
|
|
402
|
00:16:34,140 --> 00:16:35,520
|
好就定一个任务
|
|
403
|
00:16:35,520 --> 00:16:37,520
|
上阵站上4000点
|
|
404
|
00:16:37,520 --> 00:16:39,320
|
那我觉得也就OK
|
|
405
|
00:16:39,320 --> 00:16:40,120
|
也就够了
|
|
406
|
00:16:40,120 --> 00:16:42,560
|
所以大家对于这一波行情
|
|
407
|
00:16:42,560 --> 00:16:46,200
|
不要去抱有太大的一个期望
|
|
408
|
00:16:46,200 --> 00:16:46,480
|
对吧
|
|
409
|
00:16:46,480 --> 00:16:48,220
|
我们该怎么做怎么做
|
|
410
|
00:16:48,220 --> 00:16:49,340
|
就无所谓的
|
|
411
|
00:16:49,340 --> 00:16:50,380
|
无所谓的事情
|
|
412
|
00:16:50,380 --> 00:16:54,840
|
所以我们在9月份的这档子行情
|
|
413
|
00:16:54,860 --> 00:16:55,380
|
当中
|
|
414
|
00:16:55,380 --> 00:16:58,480
|
你会看到很多
|
|
415
|
00:16:58,480 --> 00:17:01,220
|
我认为甚至机器人
|
|
416
|
00:17:01,220 --> 00:17:02,540
|
甚至核电
|
|
417
|
00:17:02,540 --> 00:17:03,600
|
老机接口
|
|
418
|
00:17:03,600 --> 00:17:04,200
|
质架
|
|
419
|
00:17:04,200 --> 00:17:05,380
|
对吧
|
|
420
|
00:17:05,380 --> 00:17:08,260
|
这些概念性的品种
|
|
421
|
00:17:08,260 --> 00:17:12,020
|
都有可能会跟着整个电风扇去轮动
|
|
422
|
00:17:12,020 --> 00:17:13,940
|
就这么一回事
|
|
423
|
00:17:13,940 --> 00:17:17,640
|
所以你们在这种行情里面
|
|
424
|
00:17:17,640 --> 00:17:21,240
|
千万不能做的事情就是追涨沙爹
|
|
425
|
00:17:21,240 --> 00:17:23,500
|
这是我们在
|
|
426
|
00:17:23,500 --> 00:17:24,840
|
在年初的时候
|
|
427
|
00:17:24,860 --> 00:17:25,380
|
对吧
|
|
428
|
00:17:25,380 --> 00:17:26,660
|
应该1月份的时候
|
|
429
|
00:17:26,660 --> 00:17:28,180
|
还是12月份的时候
|
|
430
|
00:17:28,180 --> 00:17:29,980
|
跟大家更新的一个视频
|
|
431
|
00:17:29,980 --> 00:17:32,020
|
当时讲了看一下
|
|
432
|
00:17:32,020 --> 00:17:33,560
|
对1月21号的时候
|
|
433
|
00:17:33,560 --> 00:17:35,860
|
跟大家更新的两个视频讲了
|
|
434
|
00:17:35,860 --> 00:17:36,900
|
AI服务器
|
|
435
|
00:17:36,900 --> 00:17:39,200
|
AIDC相关的一个产业链
|
|
436
|
00:17:39,200 --> 00:17:39,700
|
对吧
|
|
437
|
00:17:39,700 --> 00:17:41,240
|
当时讲的散热系统
|
|
438
|
00:17:41,240 --> 00:17:42,520
|
它的整个占比
|
|
439
|
00:17:42,520 --> 00:17:46,620
|
也是在这里面占的挺多的
|
|
440
|
00:17:46,620 --> 00:17:48,660
|
能占到20%
|
|
441
|
00:17:48,660 --> 00:17:50,460
|
所以供电这一块
|
|
442
|
00:17:50,460 --> 00:17:52,760
|
因为它本来是我们是能做的
|
|
443
|
00:17:52,760 --> 00:17:54,820
|
但是因为有黑天鹅使用的
|
|
444
|
00:17:54,820 --> 00:17:57,380
|
我们去做的话
|
|
445
|
00:17:57,380 --> 00:17:59,940
|
可能会有点不太安心
|
|
446
|
00:17:59,940 --> 00:18:01,740
|
那么整个算力系统
|
|
447
|
00:18:01,740 --> 00:18:02,760
|
然后网络系统
|
|
448
|
00:18:02,760 --> 00:18:04,540
|
网络系统也就光一类的
|
|
449
|
00:18:04,540 --> 00:18:04,800
|
对吧
|
|
450
|
00:18:04,800 --> 00:18:05,820
|
这两块
|
|
451
|
00:18:05,820 --> 00:18:08,640
|
基本上现在也都是超跌反弹
|
|
452
|
00:18:08,640 --> 00:18:10,700
|
所以只有散热系统
|
|
453
|
00:18:10,700 --> 00:18:11,720
|
它有主动性
|
|
454
|
00:18:11,720 --> 00:18:13,500
|
它在主动进攻
|
|
455
|
00:18:13,500 --> 00:18:16,060
|
但这个夜冷它能涨多高我不知道
|
|
456
|
00:18:16,060 --> 00:18:18,380
|
你甚至把日线级别的布林先打开
|
|
457
|
00:18:18,380 --> 00:18:19,400
|
它已经
|
|
458
|
00:18:19,400 --> 00:18:19,900
|
对吧
|
|
459
|
00:18:19,900 --> 00:18:21,440
|
站上比较强的趋势了
|
|
460
|
00:18:21,440 --> 00:18:22,980
|
基本就是二轨
|
|
461
|
00:18:22,980 --> 00:18:24,780
|
二轨以上运行
|
|
462
|
00:18:24,820 --> 00:18:26,860
|
那么是它如果能够不破二轨
|
|
463
|
00:18:26,860 --> 00:18:27,900
|
然后一直往上
|
|
464
|
00:18:27,900 --> 00:18:28,660
|
那就OK了
|
|
465
|
00:18:28,660 --> 00:18:30,200
|
你就跟着做就好了
|
|
466
|
00:18:30,200 --> 00:18:30,700
|
对吧
|
|
467
|
00:18:30,700 --> 00:18:32,500
|
然后你再去看它整个
|
|
468
|
00:18:32,500 --> 00:18:33,260
|
均线嘛
|
|
469
|
00:18:33,260 --> 00:18:35,060
|
均线慢慢往上去走
|
|
470
|
00:18:35,060 --> 00:18:37,360
|
那沿着五日线直接往上走
|
|
471
|
00:18:37,360 --> 00:18:38,140
|
那你就
|
|
472
|
00:18:38,140 --> 00:18:39,420
|
看十日线就好了
|
|
473
|
00:18:39,420 --> 00:18:40,700
|
十日线二十日线对吧
|
|
474
|
00:18:40,700 --> 00:18:41,460
|
再去
|
|
475
|
00:18:41,460 --> 00:18:42,480
|
承接就完事了
|
|
476
|
00:18:42,480 --> 00:18:43,260
|
然后有一些
|
|
477
|
00:18:43,260 --> 00:18:44,780
|
长得更厉害的
|
|
478
|
00:18:44,780 --> 00:18:47,100
|
它的走势走的比
|
|
479
|
00:18:47,100 --> 00:18:49,900
|
尼维克这种要更好的
|
|
480
|
00:18:49,900 --> 00:18:51,180
|
那就说明它
|
|
481
|
00:18:51,180 --> 00:18:54,000
|
整个走法更强势嘛对吧
|
|
482
|
00:18:54,000 --> 00:18:54,780
|
但因为
|
|
483
|
00:18:54,780 --> 00:18:56,060
|
今天好像
|
|
484
|
00:18:56,060 --> 00:18:57,340
|
今天哪个票
|
|
485
|
00:18:57,340 --> 00:18:58,880
|
好像是飞龙是吧
|
|
486
|
00:18:58,880 --> 00:19:00,660
|
飞龙好像有减持
|
|
487
|
00:19:00,660 --> 00:19:02,460
|
飞龙好像有减持
|
|
488
|
00:19:02,460 --> 00:19:06,560
|
因此这个事情可能会对业能有一定的影响
|
|
489
|
00:19:06,560 --> 00:19:09,120
|
但有影响也是正常的因为
|
|
490
|
00:19:09,120 --> 00:19:12,180
|
今天属于他们板块的一个
|
|
491
|
00:19:12,180 --> 00:19:13,460
|
小高潮嘛对吧
|
|
492
|
00:19:13,460 --> 00:19:16,020
|
小高潮的第二天你肯定是要有分化的
|
|
493
|
00:19:16,020 --> 00:19:18,840
|
分化之后再度走强那也是有可能的
|
|
494
|
00:19:18,840 --> 00:19:22,680
|
至少说他们目前所展现出来的整个地位
|
|
495
|
00:19:22,680 --> 00:19:23,960
|
在科技当中
|
|
496
|
00:19:23,960 --> 00:19:24,740
|
是很
|
|
497
|
00:19:24,780 --> 00:19:25,540
|
强的
|
|
498
|
00:19:25,540 --> 00:19:26,320
|
所以
|
|
499
|
00:19:26,320 --> 00:19:28,100
|
梦想选手对吧你
|
|
500
|
00:19:28,100 --> 00:19:29,140
|
去你
|
|
501
|
00:19:29,140 --> 00:19:31,440
|
这个月可以去
|
|
502
|
00:19:31,440 --> 00:19:33,480
|
操作的空间
|
|
503
|
00:19:33,480 --> 00:19:35,020
|
我认为是
|
|
504
|
00:19:35,020 --> 00:19:36,300
|
比较大的
|
|
505
|
00:19:36,300 --> 00:19:38,600
|
我认为是比较大的你们可以去做
|
|
506
|
00:19:38,600 --> 00:19:40,900
|
但我想说的是因为
|
|
507
|
00:19:40,900 --> 00:19:45,000
|
至少说我从今天你们很多人的留言看到就是
|
|
508
|
00:19:45,000 --> 00:19:46,540
|
很多人的
|
|
509
|
00:19:46,540 --> 00:19:48,080
|
经验
|
|
510
|
00:19:48,080 --> 00:19:48,580
|
不够
|
|
511
|
00:19:48,580 --> 00:19:50,120
|
完全不够
|
|
512
|
00:19:50,120 --> 00:19:50,900
|
就
|
|
513
|
00:19:50,900 --> 00:19:54,740
|
比如说拿这个票来讲这个票我知道有很多人买进去了对吧
|
|
514
|
00:19:54,780 --> 00:19:57,600
|
因为这个交换机也是我们一直
|
|
515
|
00:19:57,600 --> 00:19:58,880
|
说了很久的
|
|
516
|
00:19:58,480 --> 00:20:01,560
|
在上周吃了三个板
|
|
517
|
00:19:58,880 --> 00:19:59,380
|
在
|
|
518
|
00:19:59,380 --> 00:20:00,420
|
上周
|
|
519
|
00:20:01,560 --> 00:20:02,440
|
对吧
|
|
520
|
00:20:02,440 --> 00:20:03,200
|
吃了三个板
|
|
521
|
00:20:03,200 --> 00:20:04,520
|
这种情况
|
|
522
|
00:20:04,520 --> 00:20:06,460
|
哪怕说你在夜冷里面
|
|
523
|
00:20:06,460 --> 00:20:06,660
|
好
|
|
524
|
00:20:06,660 --> 00:20:07,840
|
你买了夜冷
|
|
525
|
00:20:07,840 --> 00:20:08,860
|
夜冷吃了涨停板
|
|
526
|
00:20:08,860 --> 00:20:09,080
|
对吧
|
|
527
|
00:20:09,080 --> 00:20:12,120
|
大家很多人是不太经常
|
|
528
|
00:20:12,120 --> 00:20:13,860
|
不太能够吃到涨停板的
|
|
529
|
00:20:13,860 --> 00:20:15,340
|
所以不知道怎样去应对
|
|
530
|
00:20:15,340 --> 00:20:18,720
|
因为也没有过这一类的经验
|
|
531
|
00:20:18,720 --> 00:20:20,700
|
那么首先我想说的是
|
|
532
|
00:20:20,700 --> 00:20:21,460
|
联板
|
|
533
|
00:20:21,460 --> 00:20:24,320
|
它本身就是小概率事件
|
|
534
|
00:20:24,320 --> 00:20:26,720
|
一板进二板的几率
|
|
535
|
00:20:26,720 --> 00:20:31,500
|
大概现阶段只有10%到20%
|
|
536
|
00:20:31,500 --> 00:20:33,580
|
它本身几率就很小
|
|
537
|
00:20:33,580 --> 00:20:36,220
|
然后二进三再砍一半
|
|
538
|
00:20:36,220 --> 00:20:39,580
|
这就只有5%的几率
|
|
539
|
00:20:39,580 --> 00:20:41,320
|
有股票能够走出来
|
|
540
|
00:20:41,320 --> 00:20:43,340
|
所以你买到一个票
|
|
541
|
00:20:43,340 --> 00:20:43,680
|
好
|
|
542
|
00:20:43,680 --> 00:20:45,180
|
这个票首先涨停了
|
|
543
|
00:20:45,180 --> 00:20:47,840
|
你脑袋里面不应该是幻想
|
|
544
|
00:20:47,840 --> 00:20:50,080
|
它第二天会接着涨停
|
|
545
|
00:20:50,080 --> 00:20:53,380
|
但我没说你直接就去把它卖掉
|
|
546
|
00:20:53,380 --> 00:20:54,100
|
但你
|
|
547
|
00:20:54,100 --> 00:20:56,140
|
绝不应该就是把它想
|
|
548
|
00:20:56,140 --> 00:20:59,040
|
把它直接就当做是强趋势
|
|
549
|
00:20:59,040 --> 00:21:01,260
|
当做是联板票去想了
|
|
550
|
00:21:01,260 --> 00:21:03,320
|
它更多的时候
|
|
551
|
00:21:03,320 --> 00:21:04,880
|
哪怕是强趋势走出来
|
|
552
|
00:21:04,880 --> 00:21:07,100
|
它也有可能会像是
|
|
553
|
00:21:07,100 --> 00:21:08,320
|
英维克这种
|
|
554
|
00:21:08,320 --> 00:21:10,460
|
英维克这种还算是比较好的
|
|
555
|
00:21:10,460 --> 00:21:13,560
|
因为它有整个板块一起去动
|
|
556
|
00:21:13,560 --> 00:21:16,100
|
它会比较好做一点
|
|
557
|
00:21:16,100 --> 00:21:18,600
|
因为我们最近有很多的一些票
|
|
558
|
00:21:18,600 --> 00:21:20,480
|
它没有板块效应
|
|
559
|
00:21:20,480 --> 00:21:20,860
|
对吧
|
|
560
|
00:21:20,860 --> 00:21:21,600
|
这一类的票
|
|
561
|
00:21:21,600 --> 00:21:23,600
|
他们就是纯情绪票
|
|
562
|
00:21:24,100 --> 00:21:25,020
|
纯短线票
|
|
563
|
00:21:25,020 --> 00:21:26,440
|
没有板块效应
|
|
564
|
00:21:26,440 --> 00:21:29,220
|
他们就属于自己的腰骨的
|
|
565
|
00:21:29,220 --> 00:21:33,360
|
这种情况在最近这段时间
|
|
566
|
00:21:33,360 --> 00:21:34,600
|
确实会频繁出现
|
|
567
|
00:21:34,600 --> 00:21:36,800
|
因为我们整个八月份
|
|
568
|
00:21:36,800 --> 00:21:37,000
|
对吧
|
|
569
|
00:21:37,000 --> 00:21:37,860
|
超跌反弹
|
|
570
|
00:21:37,860 --> 00:21:40,600
|
然后这种时候有人去抄底
|
|
571
|
00:21:40,600 --> 00:21:42,380
|
只要有国家队去接底
|
|
572
|
00:21:42,380 --> 00:21:43,580
|
国家的明确接底
|
|
573
|
00:21:43,580 --> 00:21:46,380
|
就会去有游资去做这种品种
|
|
574
|
00:21:46,380 --> 00:21:48,860
|
然后大家看着很眼红
|
|
575
|
00:21:48,860 --> 00:21:49,700
|
是很牛逼
|
|
576
|
00:21:49,700 --> 00:21:50,240
|
很牛逼
|
|
577
|
00:21:50,240 --> 00:21:52,120
|
但是这种东西很难做
|
|
578
|
00:21:52,120 --> 00:21:53,860
|
因为它没有板块效应
|
|
579
|
00:21:53,860 --> 00:21:56,760
|
它不是像我们去年11月份
|
|
580
|
00:21:56,760 --> 00:21:58,340
|
12月份的商业航天
|
|
581
|
00:21:58,340 --> 00:21:59,440
|
那种情况
|
|
582
|
00:21:59,440 --> 00:22:01,180
|
你能够做出板块效应
|
|
583
|
00:22:01,180 --> 00:22:02,800
|
你在里面去做龙头
|
|
584
|
00:22:02,800 --> 00:22:03,420
|
没有问题
|
|
585
|
00:22:03,420 --> 00:22:04,600
|
这种东西它没有
|
|
586
|
00:22:04,600 --> 00:22:05,700
|
没有板块效应
|
|
587
|
00:22:05,700 --> 00:22:06,640
|
你很难去做
|
|
588
|
00:22:06,640 --> 00:22:08,800
|
哪怕是我们今年年初
|
|
589
|
00:22:08,800 --> 00:22:10,280
|
三四月份的时候
|
|
590
|
00:22:10,280 --> 00:22:11,480
|
做的力通电子
|
|
591
|
00:22:11,480 --> 00:22:13,320
|
这种是有板块效应的
|
|
592
|
00:22:13,320 --> 00:22:14,000
|
而且对吧
|
|
593
|
00:22:14,000 --> 00:22:16,520
|
当时整个行情吹得非常牛逼
|
|
594
|
00:22:16,520 --> 00:22:20,260
|
我们在整个算力租赁里面
|
|
595
|
00:22:20,260 --> 00:22:21,000
|
定下来四个票
|
|
596
|
00:22:21,000 --> 00:22:21,560
|
那四个票
|
|
597
|
00:22:21,560 --> 00:22:23,460
|
基本上除了其中一个
|
|
598
|
00:22:23,460 --> 00:22:24,060
|
很垃圾
|
|
599
|
00:22:24,060 --> 00:22:26,700
|
其他三个都表现很不错
|
|
600
|
00:22:26,700 --> 00:22:30,620
|
也是因为这一次的交易
|
|
601
|
00:22:30,620 --> 00:22:33,760
|
所以我当时录了一个视频
|
|
602
|
00:22:33,760 --> 00:22:34,520
|
逍遥游
|
|
603
|
00:22:34,520 --> 00:22:36,560
|
5月14号的时候
|
|
604
|
00:22:36,560 --> 00:22:38,360
|
录了一个视频
|
|
605
|
00:22:38,360 --> 00:22:38,920
|
逍遥游
|
|
606
|
00:22:38,920 --> 00:22:40,640
|
我才去讲这个东西
|
|
607
|
00:22:40,640 --> 00:22:41,600
|
为什么
|
|
608
|
00:22:41,600 --> 00:22:44,460
|
因为就是这一次的行情
|
|
609
|
00:22:44,460 --> 00:22:48,460
|
把很多人带进入了强趋势
|
|
610
|
00:22:48,460 --> 00:22:52,240
|
或者是所谓的短线交易当中
|
|
611
|
00:22:52,240 --> 00:22:53,440
|
很多人到现在
|
|
612
|
00:22:53,460 --> 00:22:55,140
|
还没有走出来这支票
|
|
613
|
00:22:55,140 --> 00:22:57,300
|
很多人还没有走出来这支票
|
|
614
|
00:22:57,300 --> 00:23:00,840
|
就是全沉浸在上一段的行情当中
|
|
615
|
00:23:00,840 --> 00:23:02,520
|
到现在还没有走出来
|
|
616
|
00:23:02,520 --> 00:23:03,660
|
所以我一直在说
|
|
617
|
00:23:03,660 --> 00:23:04,700
|
你们做交易
|
|
618
|
00:23:04,700 --> 00:23:07,400
|
不是来谈恋爱找对象的
|
|
619
|
00:23:07,400 --> 00:23:10,400
|
你不需要一辈子就只做这一个票
|
|
620
|
00:23:10,400 --> 00:23:12,040
|
我们对于这个方向
|
|
621
|
00:23:12,040 --> 00:23:13,500
|
已经没有预期了
|
|
622
|
00:23:13,500 --> 00:23:16,560
|
我们不需要再去跟着他一起做
|
|
623
|
00:23:16,560 --> 00:23:16,940
|
对吧
|
|
624
|
00:23:16,940 --> 00:23:18,440
|
这种没有A下来
|
|
625
|
00:23:18,440 --> 00:23:20,660
|
是因为他整个
|
|
626
|
00:23:20,660 --> 00:23:23,440
|
确实这个板块效应
|
|
627
|
00:23:23,460 --> 00:23:24,140
|
板块很牛逼
|
|
628
|
00:23:24,140 --> 00:23:25,140
|
他们确实赚
|
|
629
|
00:23:25,140 --> 00:23:26,740
|
在赚钱在赚大钱
|
|
630
|
00:23:26,740 --> 00:23:29,180
|
所以他们一直能够横着
|
|
631
|
00:23:29,180 --> 00:23:31,140
|
但并不代表他们横完之后
|
|
632
|
00:23:31,140 --> 00:23:32,700
|
能够真的上去
|
|
633
|
00:23:32,700 --> 00:23:34,220
|
一旦这个方向出问题
|
|
634
|
00:23:34,220 --> 00:23:35,900
|
那时候真的出问题
|
|
635
|
00:23:35,900 --> 00:23:37,300
|
会出大问题
|
|
636
|
00:23:37,300 --> 00:23:40,460
|
所以你要清楚知道自己是来做股票的
|
|
637
|
00:23:40,460 --> 00:23:41,820
|
好
|
|
638
|
00:23:41,820 --> 00:23:44,300
|
我们再进一步的讲
|
|
639
|
00:23:44,300 --> 00:23:46,420
|
其实整个六月份的行情
|
|
640
|
00:23:46,420 --> 00:23:48,580
|
整个六月份的行情
|
|
641
|
00:23:48,580 --> 00:23:51,140
|
在做688在做科创的这些人
|
|
642
|
00:23:51,140 --> 00:23:53,300
|
也是强行被拉入到的
|
|
643
|
00:23:53,300 --> 00:23:54,060
|
强趋势当中
|
|
644
|
00:23:54,060 --> 00:23:56,620
|
也是被强行拉入到了强趋势
|
|
645
|
00:23:56,620 --> 00:23:59,740
|
随后在7月份来了一波A杀
|
|
646
|
00:23:59,740 --> 00:24:02,040
|
这就是情绪
|
|
647
|
00:24:02,040 --> 00:24:04,500
|
这就是正儿八经的强趋势
|
|
648
|
00:24:04,500 --> 00:24:05,380
|
就是A
|
|
649
|
00:24:05,380 --> 00:24:07,320
|
正常情况下他就是A
|
|
650
|
00:24:07,320 --> 00:24:10,860
|
你不要给我说什么7月份是因为
|
|
651
|
00:24:10,860 --> 00:24:11,620
|
对吧
|
|
652
|
00:24:11,620 --> 00:24:14,540
|
各种海外干嘛干嘛干嘛干嘛干嘛的
|
|
653
|
00:24:14,540 --> 00:24:16,340
|
他就是A
|
|
654
|
00:24:16,340 --> 00:24:19,500
|
你强趋势就是A
|
|
655
|
00:24:19,500 --> 00:24:21,820
|
不要跟我提什么别的东西
|
|
656
|
00:24:21,820 --> 00:24:23,280
|
你强趋势是什么东西
|
|
657
|
00:24:23,300 --> 00:24:24,980
|
怎么上去的就是怎么下来
|
|
658
|
00:24:24,980 --> 00:24:27,180
|
因为这种上去的全是一家
|
|
659
|
00:24:27,180 --> 00:24:28,920
|
全是想象空间
|
|
660
|
00:24:28,920 --> 00:24:29,500
|
对吧
|
|
661
|
00:24:29,500 --> 00:24:30,640
|
你根本就没办法说
|
|
662
|
00:24:30,640 --> 00:24:32,480
|
难道你6月份的那些
|
|
663
|
00:24:32,480 --> 00:24:32,880
|
好
|
|
664
|
00:24:32,880 --> 00:24:34,780
|
就像很多很多新手
|
|
665
|
00:24:34,780 --> 00:24:36,280
|
你们在做交易的时候
|
|
666
|
00:24:36,280 --> 00:24:37,220
|
会可以这个样子
|
|
667
|
00:24:37,220 --> 00:24:38,300
|
你的票可能走强了
|
|
668
|
00:24:38,300 --> 00:24:39,520
|
你就不停在想
|
|
669
|
00:24:39,520 --> 00:24:42,300
|
他这个产业多牛逼多牛逼
|
|
670
|
00:24:42,300 --> 00:24:43,640
|
科创现在不牛逼吗
|
|
671
|
00:24:43,640 --> 00:24:45,140
|
科技股现在不牛逼吗
|
|
672
|
00:24:45,140 --> 00:24:48,060
|
他们的业绩依然好
|
|
673
|
00:24:48,060 --> 00:24:50,460
|
我们整个中报已经披露完了
|
|
674
|
00:24:50,460 --> 00:24:51,860
|
8月底已经披露完了
|
|
675
|
00:24:51,860 --> 00:24:52,980
|
这些公司
|
|
676
|
00:24:52,980 --> 00:24:54,160
|
他一个比一个牛逼
|
|
677
|
00:24:54,160 --> 00:24:55,080
|
一个比一个牛逼
|
|
678
|
00:24:55,080 --> 00:24:56,420
|
但是股价就是上不去
|
|
679
|
00:24:56,420 --> 00:24:58,480
|
这是常态
|
|
680
|
00:24:58,480 --> 00:24:59,980
|
因为不是说你
|
|
681
|
00:24:59,980 --> 00:25:01,700
|
你多牛逼
|
|
682
|
00:25:01,700 --> 00:25:02,440
|
你就要上去
|
|
683
|
00:25:02,440 --> 00:25:06,160
|
你要需要全方位的天时地利人和
|
|
684
|
00:25:06,160 --> 00:25:08,540
|
你需要各方面的因素
|
|
685
|
00:25:08,540 --> 00:25:10,920
|
你才能够开启下一段行情
|
|
686
|
00:25:10,920 --> 00:25:13,420
|
并不是说你在经历过A杀完之后
|
|
687
|
00:25:13,420 --> 00:25:14,480
|
你又继续上去
|
|
688
|
00:25:14,480 --> 00:25:14,780
|
对吧
|
|
689
|
00:25:14,780 --> 00:25:16,280
|
你股市做跟新店图一样
|
|
690
|
00:25:16,280 --> 00:25:17,560
|
那是不可能的
|
|
691
|
00:25:17,560 --> 00:25:18,660
|
不存在的事情
|
|
692
|
00:25:18,660 --> 00:25:21,180
|
因此你们在买到一些
|
|
693
|
00:25:21,180 --> 00:25:22,960
|
比如说能够走强的
|
|
694
|
00:25:22,960 --> 00:25:23,340
|
那些票
|
|
695
|
00:25:23,340 --> 00:25:26,560
|
首先想的不是去幻想
|
|
696
|
00:25:26,560 --> 00:25:28,480
|
他就直接能够走强
|
|
697
|
00:25:28,480 --> 00:25:29,260
|
哪怕走强
|
|
698
|
00:25:29,260 --> 00:25:29,540
|
对吧
|
|
699
|
00:25:29,540 --> 00:25:31,140
|
他也是会A下来的
|
|
700
|
00:25:31,140 --> 00:25:34,120
|
所以你们很多人在上上个月
|
|
701
|
00:25:34,120 --> 00:25:35,420
|
为什么最后没有赚钱
|
|
702
|
00:25:35,420 --> 00:25:36,680
|
明明买到二线光
|
|
703
|
00:25:36,680 --> 00:25:38,440
|
却依然没有赚钱的原因
|
|
704
|
00:25:38,440 --> 00:25:42,300
|
就是因为在这种位置
|
|
705
|
00:25:42,300 --> 00:25:43,440
|
你们去加了仓
|
|
706
|
00:25:43,440 --> 00:25:45,260
|
他已经涨了很多了
|
|
707
|
00:25:45,260 --> 00:25:47,780
|
你们还去在高点加仓
|
|
708
|
00:25:47,780 --> 00:25:50,460
|
并且买的越来越大
|
|
709
|
00:25:50,460 --> 00:25:51,660
|
就生怕不买
|
|
710
|
00:25:51,660 --> 00:25:52,840
|
这一步行情就没了
|
|
711
|
00:25:52,960 --> 00:25:53,540
|
就错过了
|
|
712
|
00:25:53,540 --> 00:25:56,780
|
我们当年在做算力租赁的时候
|
|
713
|
00:25:56,780 --> 00:25:59,120
|
那是行情非常好的时候
|
|
714
|
00:25:59,120 --> 00:25:59,900
|
对吧
|
|
715
|
00:25:59,900 --> 00:26:02,100
|
你有着大把的时间
|
|
716
|
00:26:02,100 --> 00:26:03,760
|
你去加仓
|
|
717
|
00:26:03,760 --> 00:26:04,760
|
加了仓都能上去
|
|
718
|
00:26:04,760 --> 00:26:05,780
|
加仓都能上去
|
|
719
|
00:26:05,780 --> 00:26:08,440
|
一连做了几个月
|
|
720
|
00:26:08,440 --> 00:26:09,880
|
对吧
|
|
721
|
00:26:09,880 --> 00:26:11,520
|
这种行情
|
|
722
|
00:26:11,520 --> 00:26:13,180
|
别想了
|
|
723
|
00:26:13,180 --> 00:26:14,580
|
没有了
|
|
724
|
00:26:14,580 --> 00:26:15,760
|
好不好
|
|
725
|
00:26:15,760 --> 00:26:17,580
|
不要去想了
|
|
726
|
00:26:17,580 --> 00:26:18,240
|
只要说有
|
|
727
|
00:26:18,240 --> 00:26:19,660
|
也不是这个月会有的
|
|
728
|
00:26:19,660 --> 00:26:21,620
|
不要去幻想了
|
|
729
|
00:26:21,620 --> 00:26:22,520
|
我们这个月
|
|
730
|
00:26:22,960 --> 00:26:25,840
|
做的就是超跌反弹
|
|
731
|
00:26:25,840 --> 00:26:27,740
|
这波超跌反弹
|
|
732
|
00:26:27,740 --> 00:26:30,080
|
能够赚上十几个二十点
|
|
733
|
00:26:30,080 --> 00:26:30,980
|
一定满足了
|
|
734
|
00:26:30,980 --> 00:26:32,720
|
后面我们再去做高股息
|
|
735
|
00:26:32,720 --> 00:26:33,280
|
做消费
|
|
736
|
00:26:33,280 --> 00:26:33,700
|
对吧
|
|
737
|
00:26:33,700 --> 00:26:35,260
|
我们再去吃上几个点
|
|
738
|
00:26:35,260 --> 00:26:37,760
|
等市场
|
|
739
|
00:26:37,760 --> 00:26:40,240
|
等美国那边砸出来一个黄金坑
|
|
740
|
00:26:40,240 --> 00:26:41,320
|
我们去抄底
|
|
741
|
00:26:41,320 --> 00:26:42,820
|
就这么简单
|
|
742
|
00:26:42,820 --> 00:26:45,640
|
这一步行情就这么做
|
|
743
|
00:26:45,640 --> 00:26:49,080
|
所以你们有时间花功夫的
|
|
744
|
00:26:49,080 --> 00:26:49,900
|
对吧
|
|
745
|
00:26:49,900 --> 00:26:50,920
|
你可以去看
|
|
746
|
00:26:50,920 --> 00:26:52,940
|
我每天会去更新的
|
|
747
|
00:26:52,940 --> 00:26:53,480
|
一些票
|
|
748
|
00:26:53,480 --> 00:26:54,200
|
什么
|
|
749
|
00:26:54,200 --> 00:26:55,260
|
哪些票强
|
|
750
|
00:26:55,260 --> 00:26:56,660
|
哪些票能走出趋势
|
|
751
|
00:26:56,660 --> 00:26:58,400
|
这是8月27号的
|
|
752
|
00:26:58,400 --> 00:26:59,000
|
对吧
|
|
753
|
00:26:59,000 --> 00:27:02,480
|
我基本上都能给你们搞出来
|
|
754
|
00:27:02,480 --> 00:27:04,680
|
我基本上都能给你们搞出来
|
|
755
|
00:27:04,680 --> 00:27:05,380
|
对吧
|
|
756
|
00:27:05,380 --> 00:27:07,600
|
我基本上都能给你们搞出来
|
|
757
|
00:27:07,600 --> 00:27:09,600
|
所以梦想选手会知道
|
|
758
|
00:27:09,600 --> 00:27:12,000
|
我的这些价值有多大
|
|
759
|
00:27:12,000 --> 00:27:14,740
|
但并不代表你们所有人
|
|
760
|
00:27:14,740 --> 00:27:16,020
|
都能去做这种东西
|
|
761
|
00:27:16,020 --> 00:27:18,220
|
你们如果没有经验
|
|
762
|
00:27:18,220 --> 00:27:18,720
|
好
|
|
763
|
00:27:18,720 --> 00:27:20,120
|
我直接给你一个标准
|
|
764
|
00:27:20,120 --> 00:27:22,920
|
你炒股时间低于三年
|
|
765
|
00:27:22,940 --> 00:27:25,640
|
且没有经过系统性学习三年
|
|
766
|
00:27:25,640 --> 00:27:27,260
|
不要去搞这种东西
|
|
767
|
00:27:27,260 --> 00:27:29,100
|
你就去安安稳稳的
|
|
768
|
00:27:29,100 --> 00:27:30,880
|
去把你能够吃到的吃到
|
|
769
|
00:27:30,880 --> 00:27:31,240
|
好吧
|
|
770
|
00:27:31,240 --> 00:27:34,520
|
所以我在这段时间
|
|
771
|
00:27:34,520 --> 00:27:37,080
|
我给你们一直提示的都是科创武林
|
|
772
|
00:27:37,080 --> 00:27:38,660
|
我不会去说别的
|
|
773
|
00:27:38,660 --> 00:27:40,920
|
我就昨天说了一个夜了
|
|
774
|
00:27:40,920 --> 00:27:43,160
|
今天我又说了一个夜了
|
|
775
|
00:27:43,160 --> 00:27:46,080
|
然后很多人就开始反问我
|
|
776
|
00:27:46,080 --> 00:27:47,540
|
科创武林是什么情况
|
|
777
|
00:27:47,540 --> 00:27:49,360
|
那些东西跟你没有关系
|
|
778
|
00:27:49,360 --> 00:27:49,860
|
好不好
|
|
779
|
00:27:49,860 --> 00:27:52,340
|
你如果反问我
|
|
780
|
00:27:52,340 --> 00:27:52,920
|
那就是说
|
|
781
|
00:27:52,940 --> 00:27:55,020
|
那些东西跟你没有任何关系
|
|
782
|
00:27:55,020 --> 00:27:57,560
|
你就把你能够吃到的钱吃到
|
|
783
|
00:27:57,560 --> 00:27:59,060
|
就够了
|
|
784
|
00:27:59,060 --> 00:28:01,900
|
我的教学视频还没出完
|
|
785
|
00:28:01,900 --> 00:28:04,080
|
我教学视频现在出20%都不到
|
|
786
|
00:28:04,080 --> 00:28:06,620
|
后面还有一大波你要去学习的
|
|
787
|
00:28:06,620 --> 00:28:08,720
|
你至少说我视频出完
|
|
788
|
00:28:08,720 --> 00:28:10,120
|
大概我能出一到两年
|
|
789
|
00:28:10,120 --> 00:28:10,340
|
对吧
|
|
790
|
00:28:10,340 --> 00:28:12,940
|
你跟着我系统性的学了一到两年之后
|
|
791
|
00:28:12,940 --> 00:28:14,880
|
你有能力的情况下
|
|
792
|
00:28:14,880 --> 00:28:16,540
|
你再去接触这些东西
|
|
793
|
00:28:16,540 --> 00:28:19,460
|
不然你压根看不懂行情
|
|
794
|
00:28:19,460 --> 00:28:22,100
|
你甚至死都不知道怎么死的
|
|
795
|
00:28:22,100 --> 00:28:22,920
|
有很多人说
|
|
796
|
00:28:22,940 --> 00:28:25,220
|
哪怕说你做了好多年的股票
|
|
797
|
00:28:25,220 --> 00:28:28,160
|
但凡你没有经过系统性的学习
|
|
798
|
00:28:28,160 --> 00:28:29,840
|
你亏那么多年
|
|
799
|
00:28:29,840 --> 00:28:32,260
|
你压根都不知道你是怎么亏出去的
|
|
800
|
00:28:32,260 --> 00:28:33,560
|
你可能还在想
|
|
801
|
00:28:33,560 --> 00:28:35,620
|
是因为我做题不会做
|
|
802
|
00:28:35,620 --> 00:28:36,420
|
对吧
|
|
803
|
00:28:36,420 --> 00:28:38,560
|
我的就像很多人说的
|
|
804
|
00:28:38,560 --> 00:28:39,960
|
说的最多一句话
|
|
805
|
00:28:39,960 --> 00:28:42,020
|
你教我分食吧
|
|
806
|
00:28:42,020 --> 00:28:43,320
|
你教我分食买卖
|
|
807
|
00:28:43,320 --> 00:28:45,180
|
我分食做的不好
|
|
808
|
00:28:45,180 --> 00:28:46,300
|
所以我亏钱
|
|
809
|
00:28:46,300 --> 00:28:49,440
|
这跟分食买卖没有任何的关系
|
|
810
|
00:28:49,440 --> 00:28:50,880
|
你亏钱
|
|
811
|
00:28:50,880 --> 00:28:52,780
|
跟你分食里面买卖了
|
|
812
|
00:28:52,780 --> 00:28:52,920
|
你亏钱
|
|
813
|
00:28:52,940 --> 00:28:54,580
|
买卖没有一毛钱关系
|
|
814
|
00:28:54,580 --> 00:28:55,040
|
好吧
|
|
815
|
00:28:55,040 --> 00:28:56,440
|
你分你亏钱
|
|
816
|
00:28:56,440 --> 00:28:58,440
|
就是因为你不知道你是怎么亏钱的
|
|
817
|
00:28:58,440 --> 00:29:00,900
|
你所想象当中的股市
|
|
818
|
00:29:00,900 --> 00:29:02,340
|
跟股市真正的样子
|
|
819
|
00:29:02,340 --> 00:29:03,400
|
它不一样
|
|
820
|
00:29:03,400 --> 00:29:04,320
|
完全不一样
|
|
821
|
00:29:04,320 --> 00:29:07,520
|
它就不是你想象当中的那个样子
|
|
822
|
00:29:07,520 --> 00:29:10,180
|
A股里面只有10%的人能赚到钱
|
|
823
|
00:29:10,180 --> 00:29:13,000
|
只有10%的人能够稳定的赚到钱
|
|
824
|
00:29:13,000 --> 00:29:15,180
|
这是一个非常残酷的市场
|
|
825
|
00:29:15,180 --> 00:29:18,880
|
你要么就老老实实的去吃能够吃到的钱
|
|
826
|
00:29:18,880 --> 00:29:20,600
|
不要去想那些
|
|
827
|
00:29:20,600 --> 00:29:21,220
|
好吧
|
|
828
|
00:29:21,220 --> 00:29:22,820
|
你压根都吃不到的钱
|
|
829
|
00:29:22,820 --> 00:29:22,920
|
好吧
|
|
830
|
00:29:22,940 --> 00:29:25,040
|
那种东西一定是A杀
|
|
831
|
00:29:25,040 --> 00:29:26,520
|
一定是A杀
|
|
832
|
00:29:26,520 --> 00:29:27,800
|
哪怕是它横着了
|
|
833
|
00:29:27,800 --> 00:29:28,940
|
也得A下来
|
|
834
|
00:29:28,940 --> 00:29:29,660
|
好吧
|
|
835
|
00:29:29,660 --> 00:29:31,140
|
A杀没有意外
|
|
836
|
00:29:31,140 --> 00:29:32,860
|
A股没有意外
|
|
837
|
00:29:32,860 --> 00:29:34,980
|
所以我们只能一个波段
|
|
838
|
00:29:34,980 --> 00:29:35,980
|
一个波段去做
|
|
839
|
00:29:35,980 --> 00:29:41,600
|
我们每个波段也会给各位找出相对安全
|
|
840
|
00:29:41,600 --> 00:29:43,460
|
相对性价比更高的东西
|
|
841
|
00:29:43,460 --> 00:29:44,580
|
你们听话
|
|
842
|
00:29:44,580 --> 00:29:45,260
|
别乱动
|
|
843
|
00:29:45,260 --> 00:29:47,120
|
是能够赚到钱的
|
|
844
|
00:29:47,120 --> 00:29:48,180
|
你如果说
|
|
845
|
00:29:48,180 --> 00:29:49,640
|
我他妈的来股市
|
|
846
|
00:29:49,640 --> 00:29:51,180
|
就是要当梦想选手的
|
|
847
|
00:29:51,180 --> 00:29:52,180
|
我就是要
|
|
848
|
00:29:52,940 --> 00:29:53,700
|
干嘛干嘛的
|
|
849
|
00:29:53,700 --> 00:29:56,600
|
那你要有必死的决心
|
|
850
|
00:29:56,600 --> 00:29:57,780
|
对吧
|
|
851
|
00:29:57,780 --> 00:30:00,660
|
你要每天能够去复盘
|
|
852
|
00:30:00,660 --> 00:30:02,880
|
看盘15个小时以上的决心
|
|
853
|
00:30:02,880 --> 00:30:04,500
|
你再跟我说这句话
|
|
854
|
00:30:04,500 --> 00:30:05,980
|
你再去做这件事情
|
|
855
|
00:30:05,980 --> 00:30:07,080
|
不然的话
|
|
856
|
00:30:07,080 --> 00:30:10,720
|
你就不要去想着搞那种强势品种
|
|
857
|
00:30:10,720 --> 00:30:11,900
|
好吧
|
|
858
|
00:30:11,900 --> 00:30:14,020
|
因为哪怕是
|
|
859
|
00:30:14,020 --> 00:30:15,740
|
因为行情好的时候
|
|
860
|
00:30:15,740 --> 00:30:17,860
|
我跟你们说的
|
|
861
|
00:30:17,860 --> 00:30:19,000
|
哪怕是很安全的东西
|
|
862
|
00:30:19,000 --> 00:30:21,380
|
它也有可能会走出强趋势
|
|
863
|
00:30:21,380 --> 00:30:22,540
|
但那个东西
|
|
864
|
00:30:22,540 --> 00:30:24,820
|
我们因为我们现在是在结构性牛市
|
|
865
|
00:30:24,820 --> 00:30:26,140
|
我也不说它全面牛市
|
|
866
|
00:30:26,140 --> 00:30:26,560
|
对吧
|
|
867
|
00:30:26,560 --> 00:30:28,200
|
因为确实走得很烂
|
|
868
|
00:30:28,200 --> 00:30:30,420
|
它也不配叫什么全面牛市
|
|
869
|
00:30:30,420 --> 00:30:31,960
|
它只配叫结构性牛市
|
|
870
|
00:30:31,960 --> 00:30:33,260
|
结构性牛市
|
|
871
|
00:30:33,260 --> 00:30:36,320
|
我们能够每年能够做到的行情
|
|
872
|
00:30:36,320 --> 00:30:39,020
|
一年差不多大的行情
|
|
873
|
00:30:39,020 --> 00:30:40,780
|
应该就是三到四次
|
|
874
|
00:30:40,780 --> 00:30:43,060
|
一年差不多应该就是三到四次
|
|
875
|
00:30:43,060 --> 00:30:46,640
|
和熊市的时候的时间应该是差不多的
|
|
876
|
00:30:46,640 --> 00:30:49,120
|
只不过在牛市的
|
|
877
|
00:30:49,120 --> 00:30:50,840
|
结构性牛市的环境当中
|
|
878
|
00:30:50,840 --> 00:30:52,500
|
它每一轮持续的
|
|
879
|
00:30:52,500 --> 00:30:54,840
|
时间会相对的更长一点
|
|
880
|
00:30:54,840 --> 00:30:56,140
|
它就是这么个意思
|
|
881
|
00:30:56,140 --> 00:30:58,380
|
所以你们九月份
|
|
882
|
00:30:58,380 --> 00:31:00,100
|
最重要的目标
|
|
883
|
00:31:00,100 --> 00:31:02,740
|
是去观察这些科技的标的
|
|
884
|
00:31:02,740 --> 00:31:03,080
|
对吧
|
|
885
|
00:31:03,080 --> 00:31:04,020
|
因为现在400个
|
|
886
|
00:31:04,020 --> 00:31:05,460
|
不止400个
|
|
887
|
00:31:05,460 --> 00:31:06,580
|
我们慢慢的在积累
|
|
888
|
00:31:06,580 --> 00:31:08,340
|
可能我们整个九月份
|
|
889
|
00:31:08,340 --> 00:31:09,500
|
十月份积累完之后
|
|
890
|
00:31:09,500 --> 00:31:11,340
|
能有400个500个票
|
|
891
|
00:31:11,340 --> 00:31:15,380
|
你要去在这里面选出三个票
|
|
892
|
00:31:15,380 --> 00:31:17,980
|
你觉得这他妈的这个东西
|
|
893
|
00:31:17,980 --> 00:31:19,540
|
未来一定会涨起来的东西
|
|
894
|
00:31:19,540 --> 00:31:21,980
|
你对它无比的笃定
|
|
895
|
00:31:22,500 --> 00:31:24,120
|
无比的坚信
|
|
896
|
00:31:24,120 --> 00:31:25,980
|
你对它特别特别的熟悉
|
|
897
|
00:31:25,980 --> 00:31:27,620
|
那些东西
|
|
898
|
00:31:27,620 --> 00:31:30,720
|
是你在十月底
|
|
899
|
00:31:30,720 --> 00:31:32,220
|
或者十月中旬
|
|
900
|
00:31:32,220 --> 00:31:33,040
|
或者十一月
|
|
901
|
00:31:33,040 --> 00:31:34,740
|
也就是我们第四季度
|
|
902
|
00:31:34,740 --> 00:31:37,520
|
你重点要去参与的东西
|
|
903
|
00:31:37,520 --> 00:31:41,360
|
那是你今年的决胜点
|
|
904
|
00:31:41,360 --> 00:31:41,560
|
好吧
|
|
905
|
00:31:41,560 --> 00:31:43,540
|
是你的胜负所在的地方
|
|
906
|
00:31:43,540 --> 00:31:44,980
|
因为有很多的朋友
|
|
907
|
00:31:44,980 --> 00:31:46,920
|
是刚开始关注我们的
|
|
908
|
00:31:46,920 --> 00:31:49,080
|
我们这边有一个池子
|
|
909
|
00:31:49,080 --> 00:31:51,960
|
然后我今天会把这个文件
|
|
910
|
00:31:51,960 --> 00:31:52,480
|
发给你
|
|
911
|
00:31:52,500 --> 00:31:54,540
|
这是两个文件
|
|
912
|
00:31:54,540 --> 00:31:57,100
|
这个是你直接用通达性导的
|
|
913
|
00:31:57,100 --> 00:31:58,640
|
你如果用通达性导不了
|
|
914
|
00:31:58,640 --> 00:32:00,440
|
这里面我是有截图的
|
|
915
|
00:32:00,440 --> 00:32:01,720
|
然后你截图导进去
|
|
916
|
00:32:01,720 --> 00:32:03,500
|
然后这个文件是你要去
|
|
917
|
00:32:03,500 --> 00:32:05,040
|
在一个文件夹里面替代掉
|
|
918
|
00:32:05,040 --> 00:32:06,580
|
你去问问豆包好吧
|
|
919
|
00:32:06,580 --> 00:32:08,620
|
问豆包通达性怎么去导这个
|
|
920
|
00:32:08,620 --> 00:32:09,660
|
这个就导了之后
|
|
921
|
00:32:09,660 --> 00:32:10,940
|
就这个蓝色的字
|
|
922
|
00:32:10,940 --> 00:32:12,460
|
这个是我control q
|
|
923
|
00:32:12,460 --> 00:32:14,260
|
一个一个的标注
|
|
924
|
00:32:14,260 --> 00:32:15,540
|
标注进去的
|
|
925
|
00:32:15,540 --> 00:32:18,860
|
然后我会把它们统一放在一起
|
|
926
|
00:32:18,860 --> 00:32:20,140
|
你就知道每个票
|
|
927
|
00:32:20,140 --> 00:32:21,680
|
他炒的是什么东西
|
|
928
|
00:32:21,680 --> 00:32:22,200
|
好吧
|
|
929
|
00:32:22,200 --> 00:32:23,480
|
我到时候
|
|
930
|
00:32:23,480 --> 00:32:25,520
|
今天晚上我会把这些资料
|
|
931
|
00:32:25,520 --> 00:32:27,060
|
再重新给你们发一遍
|
|
932
|
00:32:27,060 --> 00:32:28,080
|
包括说
|
|
933
|
00:32:28,080 --> 00:32:30,640
|
刚才给你们看到的这个
|
|
934
|
00:32:30,640 --> 00:32:31,920
|
思维导图
|
|
935
|
00:32:31,920 --> 00:32:33,980
|
当然这里面可能有一些
|
|
936
|
00:32:33,980 --> 00:32:35,260
|
已经发生了变动了
|
|
937
|
00:32:35,260 --> 00:32:38,080
|
因为这是我们在年初的时候弄的东西
|
|
938
|
00:32:38,080 --> 00:32:40,120
|
可能已经有些变动了好吧
|
|
939
|
00:32:40,120 --> 00:32:43,440
|
那还有一些就我们的一些讲课的
|
|
940
|
00:32:43,440 --> 00:32:46,520
|
课件然后我会全部到时候再给你们一遍
|
|
941
|
00:32:46,520 --> 00:32:48,320
|
因为这个之前也发过
|
|
942
|
00:32:48,320 --> 00:32:49,600
|
但是因为时间比较长
|
|
943
|
00:32:49,600 --> 00:32:51,120
|
你们可能翻起来比较费劲
|
|
944
|
00:32:51,120 --> 00:32:52,160
|
我到时候再给你们
|
|
945
|
00:32:52,200 --> 00:32:53,220
|
重新去
|
|
946
|
00:32:53,220 --> 00:32:54,000
|
发一遍
|
|
947
|
00:32:54,000 --> 00:32:55,780
|
证明有很多的产业逻辑
|
|
948
|
00:32:55,780 --> 00:32:58,860
|
因为像我最近都没有怎么去更新产业逻辑
|
|
949
|
00:32:58,860 --> 00:32:59,620
|
因为
|
|
950
|
00:32:59,620 --> 00:33:01,160
|
大多数都在文字里面
|
|
951
|
00:33:01,160 --> 00:33:02,700
|
我也没有怎么去做视频
|
|
952
|
00:33:02,700 --> 00:33:03,980
|
因为对于我来讲
|
|
953
|
00:33:03,980 --> 00:33:05,260
|
最近
|
|
954
|
00:33:05,260 --> 00:33:08,080
|
我的整个产业逻辑更新也差不多了
|
|
955
|
00:33:08,080 --> 00:33:10,120
|
对我们下半年最重要的东西
|
|
956
|
00:33:10,120 --> 00:33:11,660
|
其实就是ruby
|
|
957
|
00:33:11,660 --> 00:33:14,480
|
然后很多的一些关于产业的
|
|
958
|
00:33:14,480 --> 00:33:16,520
|
相关的视频
|
|
959
|
00:33:16,520 --> 00:33:20,100
|
你们要在这段时间内花时间去看
|
|
960
|
00:33:20,100 --> 00:33:21,380
|
好吧我有些文件
|
|
961
|
00:33:21,380 --> 00:33:22,160
|
比如说
|
|
962
|
00:33:22,160 --> 00:33:25,740
|
像这种ruby的pcb
|
|
963
|
00:33:25,740 --> 00:33:29,080
|
因为ruby已经开始
|
|
964
|
00:33:29,080 --> 00:33:31,120
|
应该已经快出货了吧
|
|
965
|
00:33:31,120 --> 00:33:32,660
|
应该已经快出货了
|
|
966
|
00:33:32,660 --> 00:33:35,220
|
所以下半年海外链
|
|
967
|
00:33:35,220 --> 00:33:36,240
|
它的
|
|
968
|
00:33:36,240 --> 00:33:38,280
|
最大的方向也是ruby
|
|
969
|
00:33:38,280 --> 00:33:39,320
|
跟ruby相关的
|
|
970
|
00:33:39,320 --> 00:33:40,340
|
然后ruby
|
|
971
|
00:33:40,340 --> 00:33:42,120
|
开完之后对吧有mscc
|
|
972
|
00:33:42,120 --> 00:33:44,440
|
然后mscc的涨价各种东西
|
|
973
|
00:33:44,440 --> 00:33:47,000
|
包括说零化银各种各样东西
|
|
974
|
00:33:47,000 --> 00:33:50,060
|
它也都有可能是在那种时候会表现
|
|
975
|
00:33:50,060 --> 00:33:51,860
|
你就
|
|
976
|
00:33:51,860 --> 00:33:52,620
|
找啊
|
|
977
|
00:33:52,620 --> 00:33:54,680
|
我们现阶段就是给你
|
|
978
|
00:33:54,680 --> 00:33:58,260
|
9月10月差不多将近四五十天的时间
|
|
979
|
00:33:58,260 --> 00:34:00,820
|
你去找到你最想做的东西
|
|
980
|
00:34:00,820 --> 00:34:01,840
|
我们年底
|
|
981
|
00:34:01,840 --> 00:34:02,860
|
对吧就是去做它
|
|
982
|
00:34:02,860 --> 00:34:04,660
|
你不一定要去做我提到的东西
|
|
983
|
00:34:04,660 --> 00:34:06,700
|
如果你找的东西能跟我提到东西
|
|
984
|
00:34:06,700 --> 00:34:07,220
|
两个
|
|
985
|
00:34:07,220 --> 00:34:11,580
|
又能佐证的话那你是不是信心也相对应会高一点
|
|
986
|
00:34:11,580 --> 00:34:13,880
|
那个样子你也不用去开超市
|
|
987
|
00:34:13,880 --> 00:34:17,200
|
你基本上你就能够锁定到三两支票
|
|
988
|
00:34:17,200 --> 00:34:19,500
|
你的整个收益不就起来了吗
|
|
989
|
00:34:19,500 --> 00:34:21,820
|
对吧没有那么难的呀没有那么困难的呀
|
|
990
|
00:34:21,860 --> 00:34:24,420
|
所以就就这么回事
|
|
991
|
00:34:24,420 --> 00:34:26,220
|
我每天给你们
|
|
992
|
00:34:26,460 --> 00:34:28,000
|
发了这些东西
|
|
993
|
00:34:28,260 --> 00:34:30,060
|
对吧你们要去整理一下的
|
|
994
|
00:34:30,300 --> 00:34:30,820
|
像这种
|
|
995
|
00:34:31,080 --> 00:34:32,860
|
他不基本上都说了吗
|
|
996
|
00:34:33,380 --> 00:34:35,680
|
你如果要跟pcb相关的
|
|
997
|
00:34:35,940 --> 00:34:36,960
|
如果是
|
|
998
|
00:34:37,740 --> 00:34:41,580
|
对吧我们下半年先进封装上半年确收较少
|
|
999
|
00:34:41,820 --> 00:34:43,880
|
将集中在下半年交付
|
|
1000
|
00:34:44,900 --> 00:34:49,260
|
那么这种东西他是不是就是我们下一阶段可能会重点做的东西
|
|
1001
|
00:34:49,500 --> 00:34:51,560
|
对不对但是好像对吧我们有些人
|
|
1002
|
00:34:51,860 --> 00:34:52,620
|
最近就做了
|
|
1003
|
00:34:52,880 --> 00:34:59,020
|
你最近去做你要去看他一个线性结构呀他有没有明显的出现背离有背离才有转折
|
|
1004
|
00:35:00,060 --> 00:35:01,840
|
没背离没有转折
|
|
1005
|
00:35:02,620 --> 00:35:07,980
|
有背离我们去做相对应对于我们来讲他的确定性就会更高一点
|
|
1006
|
00:35:08,500 --> 00:35:12,860
|
这些东西基本上都是这个样子的特别是我们的国产的一些相关的
|
|
1007
|
00:35:13,100 --> 00:35:14,900
|
基本上都是三季度放量的
|
|
1008
|
00:35:15,660 --> 00:35:17,980
|
所以大行情在后面不是在现在
|
|
1009
|
00:35:18,220 --> 00:35:19,260
|
好吧我们整个九一份
|
|
1010
|
00:35:19,500 --> 00:35:21,300
|
能做做不能做拉倒
|
|
1011
|
00:35:21,860 --> 00:35:23,900
|
当然说哪怕是没有行情我们其实
|
|
1012
|
00:35:24,420 --> 00:35:25,700
|
对你要是做对了
|
|
1013
|
00:35:25,960 --> 00:35:26,720
|
夜冷
|
|
1014
|
00:35:27,500 --> 00:35:29,020
|
然后国产的GPU
|
|
1015
|
00:35:30,060 --> 00:35:31,840
|
国产GPU对吧这几根
|
|
1016
|
00:35:32,100 --> 00:35:32,860
|
红k
|
|
1017
|
00:35:33,640 --> 00:35:34,400
|
他不少了
|
|
1018
|
00:35:34,920 --> 00:35:35,940
|
也不少了
|
|
1019
|
00:35:36,200 --> 00:35:39,020
|
所以即使是没有什么大行情情况下
|
|
1020
|
00:35:39,260 --> 00:35:41,320
|
我们依然能够做出
|
|
1021
|
00:35:41,580 --> 00:35:43,620
|
不错的一些行情对吧
|
|
1022
|
00:35:43,880 --> 00:35:45,420
|
这种东西都是这个样子
|
|
1023
|
00:35:45,920 --> 00:35:47,460
|
然后你们做替吗
|
|
1024
|
00:35:47,720 --> 00:35:50,780
|
15分钟拿布林线去做就好了呀
|
|
1025
|
00:35:51,040 --> 00:35:51,560
|
对吧
|
|
1026
|
00:35:51,860 --> 00:35:54,420
|
拿切15分钟布林线去做就好了呀
|
|
1027
|
00:35:54,680 --> 00:35:56,720
|
然后最好是再结合大盘
|
|
1028
|
00:35:57,240 --> 00:36:00,560
|
大盘的一些15分钟或者是30分钟
|
|
1029
|
00:36:01,080 --> 00:36:06,700
|
这样的大盘的一些信号然后你再去做通过大盘的整个顶底的一个结构
|
|
1030
|
00:36:06,960 --> 00:36:07,740
|
你再去
|
|
1031
|
00:36:07,980 --> 00:36:09,520
|
做你个股的贴
|
|
1032
|
00:36:10,040 --> 00:36:13,880
|
这样就更得心应手了就不是你随便的随手操作好吧
|
|
1033
|
00:36:14,140 --> 00:36:15,920
|
去告别随手操作一个毛病
|
|
1034
|
00:36:16,700 --> 00:36:19,000
|
做股票是有办法的有方法的
|
|
1035
|
00:36:19,760 --> 00:36:21,820
|
你要遵循这样一个方法和
|
|
1036
|
00:36:22,120 --> 00:36:22,620
|
办法
|
|
1037
|
00:36:23,400 --> 00:36:24,940
|
好吧就就这么回事
|
|
1038
|
00:36:25,180 --> 00:36:31,340
|
因此呢最近你们的仓位我觉得你如果看你的时间你如果时间比较充分的话
|
|
1039
|
00:36:31,580 --> 00:36:32,360
|
你仓位可以
|
|
1040
|
00:36:32,620 --> 00:36:34,140
|
稍微激进一点对吧
|
|
1041
|
00:36:34,400 --> 00:36:34,920
|
六层
|
|
1042
|
00:36:35,180 --> 00:36:37,220
|
六层仓八层仓这个样子无所谓
|
|
1043
|
00:36:37,740 --> 00:36:38,240
|
你
|
|
1044
|
00:36:38,500 --> 00:36:39,260
|
剩下的
|
|
1045
|
00:36:39,520 --> 00:36:41,820
|
钱你拿来每天做替做替做替
|
|
1046
|
00:36:42,080 --> 00:36:43,360
|
轮动做替就好了
|
|
1047
|
00:36:43,620 --> 00:36:45,660
|
你如果时间比较少
|
|
1048
|
00:36:45,920 --> 00:36:48,480
|
然后你平时做替也没有什么
|
|
1049
|
00:36:48,740 --> 00:36:51,300
|
太对吧也不想去做替也不想花时间
|
|
1050
|
00:36:51,860 --> 00:36:54,680
|
那你就去买ETF你躺着不动
|
|
1051
|
00:36:55,180 --> 00:36:57,500
|
好吧等我什么时候说好我们要撤了你
|
|
1052
|
00:36:57,740 --> 00:36:58,520
|
走掉就好了
|
|
1053
|
00:36:58,780 --> 00:37:00,300
|
就你每天也不用来回动
|
|
1054
|
00:37:00,560 --> 00:37:02,860
|
那你就仓位相对应你就要少一点吧
|
|
1055
|
00:37:03,120 --> 00:37:03,640
|
好吧
|
|
1056
|
00:37:04,400 --> 00:37:05,420
|
就就这么回事
|
|
1057
|
00:37:05,680 --> 00:37:06,960
|
对于这种东西
|
|
1058
|
00:37:07,220 --> 00:37:10,800
|
也是一样的因为如果科创50后面涨的话
|
|
1059
|
00:37:11,820 --> 00:37:16,440
|
那么他们大概率也都会有动作但是我认为他们这波
|
|
1060
|
00:37:16,940 --> 00:37:17,980
|
差不多了好吧
|
|
1061
|
00:37:18,220 --> 00:37:20,020
|
这个票对我来讲差不多了
|
|
1062
|
00:37:20,280 --> 00:37:21,560
|
444
|
|
1063
|
00:37:21,860 --> 00:37:26,460
|
我觉得是ok了已经到位了也就后面涨反弹基本上也就差不多到这种位置吧
|
|
1064
|
00:37:27,240 --> 00:37:28,000
|
到这种位置吧
|
|
1065
|
00:37:28,260 --> 00:37:30,300
|
你如果真想去破前高的话
|
|
1066
|
00:37:30,560 --> 00:37:36,200
|
我估计还是要等我们10月到10月份那一波行情了好吧
|
|
1067
|
00:37:36,460 --> 00:37:36,960
|
那是
|
|
1068
|
00:37:37,220 --> 00:37:39,780
|
我们到时候要去重点去关注的
|
|
1069
|
00:37:40,040 --> 00:37:40,540
|
所以
|
|
1070
|
00:37:40,800 --> 00:37:46,180
|
最近对我们来讲我们这周五的数据然后下周三的数据是最重要的
|
|
1071
|
00:37:47,200 --> 00:37:50,020
|
这取决于我们后面两周有没有一个
|
|
1072
|
00:37:50,280 --> 00:37:51,560
|
很舒服的一个行情
|
|
1073
|
00:37:52,120 --> 00:37:52,620
|
好吧
|
|
1074
|
00:37:52,880 --> 00:37:54,160
|
如果明天
|
|
1075
|
00:37:54,420 --> 00:38:00,820
|
飞龙数据好一点然后下周三我们经济数据也好一点那我们会我们下下两周会是
|
|
1076
|
00:38:01,080 --> 00:38:03,380
|
有一个比较舒服的行情
|
|
1077
|
00:38:04,400 --> 00:38:05,680
|
如果这两个没有的话
|
|
1078
|
00:38:06,700 --> 00:38:07,480
|
那就
|
|
1079
|
00:38:07,740 --> 00:38:09,020
|
降低预期好吧
|
|
1080
|
00:38:09,260 --> 00:38:10,040
|
降低预期
|
|
1081
|
00:38:10,800 --> 00:38:11,820
|
降低仓位
|
|
1082
|
00:38:12,080 --> 00:38:13,360
|
基本上就就这个样子
|
|
1083
|
00:38:13,620 --> 00:38:15,920
|
好那么今天视频就到这里吧谢谢大家
|
