{
  "source": "BV1DVMX6XEPq.mp4",
  "audio": "BV1DVMX6XEPq.audio.flac",
  "language": "zh",
  "language_probability": 1.0,
  "model": "large-v3",
  "device": "cuda",
  "compute_type": "float16",
  "vad_filter": true,
  "segments": [
    {
      "start": 0.44,
      "end": 1.38,
      "text": "哈喽大家好"
    },
    {
      "start": 1.38,
      "end": 2.92,
      "text": "开始我们今天一个视频"
    },
    {
      "start": 2.92,
      "end": 5.3,
      "text": "韩后出来一个消息"
    },
    {
      "start": 5.3,
      "end": 7.1,
      "text": "这个消息其实挺有意思的"
    },
    {
      "start": 7.1,
      "end": 8.7,
      "text": "就韩国那边开始抓人了"
    },
    {
      "start": 8.7,
      "end": 12.14,
      "text": "一般来讲开始抓人就离底不远了"
    },
    {
      "start": 12.14,
      "end": 12.98,
      "text": "是吧"
    },
    {
      "start": 12.98,
      "end": 14.16,
      "text": "但开个玩笑"
    },
    {
      "start": 14.16,
      "end": 17.96,
      "text": "但这个确实值得说一下的"
    },
    {
      "start": 17.96,
      "end": 21.36,
      "text": "那么我们这个底"
    },
    {
      "start": 21.36,
      "end": 24.04,
      "text": "因为今天整体来讲"
    },
    {
      "start": 24.04,
      "end": 26.2,
      "text": "让大家就是不要太过于焦虑"
    },
    {
      "start": 26.2,
      "end": 26.84,
      "text": "对吧"
    },
    {
      "start": 26.84,
      "end": 28.24,
      "text": "因为我们其实已经"
    },
    {
      "start": 28.24,
      "end": 30.42,
      "text": "属于一个慢慢摸底的过程当中"
    },
    {
      "start": 30.42,
      "end": 32.4,
      "text": "其实看整个60分钟的话"
    },
    {
      "start": 32.4,
      "end": 33.88,
      "text": "会更为清晰一点"
    },
    {
      "start": 33.88,
      "end": 35.44,
      "text": "整体的结构"
    },
    {
      "start": 35.44,
      "end": 37.68,
      "text": "其实是慢慢走一个收敛三角形"
    },
    {
      "start": 37.68,
      "end": 40.64,
      "text": "那么差不多再推演下去"
    },
    {
      "start": 40.64,
      "end": 43.16,
      "text": "到8月7号"
    },
    {
      "start": 43.16,
      "end": 44.36,
      "text": "差不多这周五"
    },
    {
      "start": 44.36,
      "end": 46.06,
      "text": "这周五和下周一"
    },
    {
      "start": 46.06,
      "end": 49.0,
      "text": "我感觉这个位置就差不多了"
    },
    {
      "start": 49.0,
      "end": 51.5,
      "text": "时间节点上来讲的话也差不多"
    },
    {
      "start": 51.5,
      "end": 53.6,
      "text": "因为我们今天整体的量"
    },
    {
      "start": 53.6,
      "end": 55.02,
      "text": "缩量对吧"
    },
    {
      "start": 55.02,
      "end": 56.12,
      "text": "缩量是对着的"
    },
    {
      "start": 56.12,
      "end": 57.8,
      "text": "如果今天反而放量不好"
    },
    {
      "start": 57.8,
      "end": 57.92,
      "text": "不好"
    },
    {
      "start": 57.92,
      "end": 59.38,
      "text": "所以缩量就对了"
    },
    {
      "start": 59.38,
      "end": 60.44,
      "text": "缩量的话"
    },
    {
      "start": 60.44,
      "end": 63.3,
      "text": "它就会慢慢的形成一个收敛三角形"
    },
    {
      "start": 63.3,
      "end": 66.38,
      "text": "那么一旦形成我们这一波反弹"
    },
    {
      "start": 66.38,
      "end": 69.06,
      "text": "因为现在走出一个背离结构"
    },
    {
      "start": 69.06,
      "end": 69.5,
      "text": "对吧"
    },
    {
      "start": 69.5,
      "end": 70.64,
      "text": "走出一个背离结构"
    },
    {
      "start": 70.64,
      "end": 72.62,
      "text": "那么反弹的日期我们看不到"
    },
    {
      "start": 72.62,
      "end": 73.84,
      "text": "但是能够反弹"
    },
    {
      "start": 73.84,
      "end": 75.52,
      "text": "差不多高度能够看到"
    },
    {
      "start": 75.52,
      "end": 77.4,
      "text": "差不多就1900吧"
    },
    {
      "start": 77.4,
      "end": 79.62,
      "text": "科广501900好吧"
    },
    {
      "start": 79.62,
      "end": 81.98,
      "text": "这个位置我是能看得到的"
    },
    {
      "start": 81.98,
      "end": 84.18,
      "text": "所以最近就慢慢加就好了"
    },
    {
      "start": 84.18,
      "end": 85.56,
      "text": "不用太过于着急"
    },
    {
      "start": 85.56,
      "end": 87.38,
      "text": "让你加快一点"
    },
    {
      "start": 87.38,
      "end": 87.9,
      "text": "加百分之百"
    },
    {
      "start": 87.9,
      "end": 87.92,
      "text": "加百分之百"
    },
    {
      "start": 87.92,
      "end": 93.58,
      "text": "10上周二加百分之十周三加百分之十周四加百分之百分之百分之三十"
    },
    {
      "start": 93.58,
      "end": 95.8,
      "text": "然后周五高开肯定这天不能加"
    },
    {
      "start": 95.8,
      "end": 99.26,
      "text": "那你就只能今天加那百分之四十"
    },
    {
      "start": 99.26,
      "end": 100.38,
      "text": "你再慢慢加下去"
    },
    {
      "start": 100.38,
      "end": 101.48,
      "text": "我觉得差不多吧"
    },
    {
      "start": 101.48,
      "end": 106.16,
      "text": "明天正常来讲是要收一根小阳线的好吧"
    },
    {
      "start": 106.16,
      "end": 108.76,
      "text": "那么他收一根小阳线"
    },
    {
      "start": 108.76,
      "end": 111.98,
      "text": "那明天肯定你买买阴不买阳嘛"
    },
    {
      "start": 111.98,
      "end": 114.24,
      "text": "但整体来讲就OK了"
    },
    {
      "start": 114.24,
      "end": 115.78,
      "text": "就差不多了"
    },
    {
      "start": 115.78,
      "end": 116.04,
      "text": "好吧"
    },
    {
      "start": 116.04,
      "end": 117.9,
      "text": "我觉得时间来讲也是一样的"
    },
    {
      "start": 117.92,
      "end": 121.58,
      "text": "差不多空间也也刚好再往下跌"
    },
    {
      "start": 121.58,
      "end": 122.2,
      "text": "说实话"
    },
    {
      "start": 122.2,
      "end": 124.64,
      "text": "整体整体不会看那么大了"
    },
    {
      "start": 124.64,
      "end": 127.78,
      "text": "因为今天整个行情大家其实有点看不明白"
    },
    {
      "start": 127.78,
      "end": 128.74,
      "text": "对吧"
    },
    {
      "start": 128.74,
      "end": 131.06,
      "text": "看不明白给各位看一张图"
    },
    {
      "start": 131.06,
      "end": 137.32,
      "text": "这个是情绪周期的这个东西前几个月还跟大家说过"
    },
    {
      "start": 137.32,
      "end": 143.06,
      "text": "因为还没有到整体整体开始讲情绪周期的时候对吧"
    },
    {
      "start": 143.06,
      "end": 146.16,
      "text": "但你看了之后就差不多就能明白情绪周期"
    },
    {
      "start": 146.16,
      "end": 147.5,
      "text": "我们一共分四个阶段"
    },
    {
      "start": 147.5,
      "end": 147.9,
      "text": "第一阶段是情绪周期"
    },
    {
      "start": 147.9,
      "end": 149.24,
      "text": "第二阶段是情绪反抽期"
    },
    {
      "start": 149.24,
      "end": 151.6,
      "text": "第二阶段是资金建仓期"
    },
    {
      "start": 151.6,
      "end": 153.52,
      "text": "第三阶段是祖身期"
    },
    {
      "start": 153.52,
      "end": 156.02,
      "text": "祖身期里面我们又分四个小阶段"
    },
    {
      "start": 156.02,
      "end": 159.16,
      "text": "第一个小阶段是人气的形成的一个初期"
    },
    {
      "start": 159.16,
      "end": 161.2,
      "text": "第二小阶段是人气亢奋期"
    },
    {
      "start": 161.2,
      "end": 162.54,
      "text": "第三小阶段成熟期"
    },
    {
      "start": 162.54,
      "end": 164.86,
      "text": "然后第四小阶段是衰退阶段"
    },
    {
      "start": 164.86,
      "end": 166.86,
      "text": "整个第四阶段呢"
    },
    {
      "start": 166.86,
      "end": 169.6,
      "text": "就情绪周期的第四个阶段是退烧期"
    },
    {
      "start": 169.6,
      "end": 172.18,
      "text": "所以一共有四个周期四大周期"
    },
    {
      "start": 172.18,
      "end": 176.54,
      "text": "那我们如果从情绪周期的角度来看的话"
    },
    {
      "start": 176.54,
      "end": 176.62,
      "text": "其实对于今天整个很重要的一阶段是什么呢"
    },
    {
      "start": 176.62,
      "end": 176.64,
      "text": "其实对于今天整个很重要的一阶段是"
    },
    {
      "start": 176.64,
      "end": 180.22,
      "text": "其实对于今天整个行情就会比较明了了"
    },
    {
      "start": 180.22,
      "end": 182.54,
      "text": "因为我们目前是处于情绪反抽期"
    },
    {
      "start": 182.54,
      "end": 183.56,
      "text": "也就是第一阶段"
    },
    {
      "start": 183.56,
      "end": 185.82,
      "text": "第一阶段的特征呢"
    },
    {
      "start": 185.82,
      "end": 188.3,
      "text": "就是前期的老腰股指跌反抽"
    },
    {
      "start": 188.3,
      "end": 190.92,
      "text": "所以我们可以看到"
    },
    {
      "start": 190.92,
      "end": 195.7,
      "text": "前段时间的MLCC的那个票涨得比较好"
    },
    {
      "start": 195.7,
      "end": 195.96,
      "text": "对吧"
    },
    {
      "start": 195.96,
      "end": 196.72,
      "text": "包括今天"
    },
    {
      "start": 196.72,
      "end": 200.86,
      "text": "我们也看到有一些商业航天出来了"
    },
    {
      "start": 200.86,
      "end": 203.62,
      "text": "包括说AI应用那边的票"
    },
    {
      "start": 203.62,
      "end": 205.3,
      "text": "整体走的都还不错"
    },
    {
      "start": 205.3,
      "end": 205.54,
      "text": "对吧"
    },
    {
      "start": 205.54,
      "end": 205.84,
      "text": "今天"
    },
    {
      "start": 205.84,
      "end": 206.62,
      "text": "因为今天是上个月"
    },
    {
      "start": 206.62,
      "end": 207.92,
      "text": "今天有个票是炸了嘛"
    },
    {
      "start": 207.92,
      "end": 208.96,
      "text": "炸了之后"
    },
    {
      "start": 208.96,
      "end": 209.8,
      "text": "NEO这边"
    },
    {
      "start": 209.8,
      "end": 211.18,
      "text": "它是板上了"
    },
    {
      "start": 211.18,
      "end": 213.8,
      "text": "这个也是属于之前的一个老腰股的"
    },
    {
      "start": 213.8,
      "end": 215.0,
      "text": "之前的一个老腰股"
    },
    {
      "start": 215.0,
      "end": 217.68,
      "text": "所以从本质上来讲呢"
    },
    {
      "start": 217.68,
      "end": 219.3,
      "text": "是处于一个情绪反抽期"
    },
    {
      "start": 219.3,
      "end": 221.7,
      "text": "然后这些老腰反抽"
    },
    {
      "start": 221.7,
      "end": 223.56,
      "text": "它的整体高度不会很高的"
    },
    {
      "start": 223.56,
      "end": 225.08,
      "text": "所以你们一直在问M"
    },
    {
      "start": 225.08,
      "end": 225.48,
      "text": "对吧"
    },
    {
      "start": 225.48,
      "end": 226.84,
      "text": "MLCC走这么强"
    },
    {
      "start": 226.84,
      "end": 228.98,
      "text": "它是不是可以"
    },
    {
      "start": 228.98,
      "end": 231.3,
      "text": "后面有行情的话"
    },
    {
      "start": 231.3,
      "end": 232.1,
      "text": "它会继续更强"
    },
    {
      "start": 232.1,
      "end": 233.02,
      "text": "不一定的"
    },
    {
      "start": 233.02,
      "end": 235.18,
      "text": "它后面哪怕是会走"
    },
    {
      "start": 235.18,
      "end": 236.6,
      "text": "也不一定会真的有走得比较好"
    },
    {
      "start": 236.62,
      "end": 238.52,
      "text": "它会在主线行情走出来之后强"
    },
    {
      "start": 238.52,
      "end": 240.64,
      "text": "我们后面肯定还是要去看主线行情"
    },
    {
      "start": 240.64,
      "end": 243.08,
      "text": "但是离情绪反抽期到主线的一个行程"
    },
    {
      "start": 243.08,
      "end": 244.96,
      "text": "它会有一段的时间"
    },
    {
      "start": 244.96,
      "end": 245.32,
      "text": "好吧"
    },
    {
      "start": 245.32,
      "end": 245.98,
      "text": "快的话"
    },
    {
      "start": 245.98,
      "end": 246.94,
      "text": "可能一两周"
    },
    {
      "start": 246.94,
      "end": 247.78,
      "text": "慢的话"
    },
    {
      "start": 247.78,
      "end": 251.2,
      "text": "可能这边稍微等的时间比较久了"
    },
    {
      "start": 251.2,
      "end": 254.2,
      "text": "但我今天想想跟各位聊的呢"
    },
    {
      "start": 254.2,
      "end": 255.94,
      "text": "就是CPU这边"
    },
    {
      "start": 255.94,
      "end": 259.48,
      "text": "像今天的部分的光走的还不错"
    },
    {
      "start": 259.48,
      "end": 260.14,
      "text": "对吧"
    },
    {
      "start": 260.14,
      "end": 261.12,
      "text": "因为有一些"
    },
    {
      "start": 261.12,
      "end": 263.62,
      "text": "我们如果看这个池子的话"
    },
    {
      "start": 263.62,
      "end": 266.6,
      "text": "能够看到有前面的这些光"
    },
    {
      "start": 266.62,
      "end": 269.38,
      "text": "因为有一些走的还不错"
    },
    {
      "start": 269.38,
      "end": 270.36,
      "text": "包括这边"
    },
    {
      "start": 270.36,
      "end": 273.24,
      "text": "这边少记了一个彭东光"
    },
    {
      "start": 273.24,
      "end": 274.88,
      "text": "少记一个北交所的"
    },
    {
      "start": 274.88,
      "end": 276.72,
      "text": "这个今天也不错"
    },
    {
      "start": 276.72,
      "end": 278.42,
      "text": "没有让各位买的意思"
    },
    {
      "start": 278.42,
      "end": 279.48,
      "text": "就是我说"
    },
    {
      "start": 279.48,
      "end": 281.02,
      "text": "因为为什么呢"
    },
    {
      "start": 281.02,
      "end": 282.22,
      "text": "因为光通信这边"
    },
    {
      "start": 282.22,
      "end": 286.36,
      "text": "它出了一个还行的利好"
    },
    {
      "start": 286.36,
      "end": 288.16,
      "text": "因为Rubin Ultra"
    },
    {
      "start": 288.16,
      "end": 290.3,
      "text": "就是因为它下一代的"
    },
    {
      "start": 290.3,
      "end": 291.26,
      "text": "就Rubin嘛"
    },
    {
      "start": 291.26,
      "end": 292.22,
      "text": "它原先是"
    },
    {
      "start": 292.22,
      "end": 295.14,
      "text": "Rubin Ultra是384级别"
    },
    {
      "start": 295.14,
      "end": 296.6,
      "text": "然后现在是"
    },
    {
      "start": 296.62,
      "end": 299.24,
      "text": "缩减到了192级别"
    },
    {
      "start": 299.24,
      "end": 301.14,
      "text": "为什么要这个样子缩呢"
    },
    {
      "start": 301.14,
      "end": 302.74,
      "text": "有两个原因"
    },
    {
      "start": 302.74,
      "end": 306.22,
      "text": "一个是因为HBM供应紧张"
    },
    {
      "start": 306.22,
      "end": 306.94,
      "text": "价格上涨"
    },
    {
      "start": 306.94,
      "end": 308.52,
      "text": "另一个原因呢"
    },
    {
      "start": 308.52,
      "end": 310.06,
      "text": "是因为电力瓶颈"
    },
    {
      "start": 310.06,
      "end": 313.26,
      "text": "所以它们整个规格是变小的"
    },
    {
      "start": 313.26,
      "end": 316.06,
      "text": "规格变小之后"
    },
    {
      "start": 316.06,
      "end": 319.34,
      "text": "那么就会影响到HBM的放量"
    },
    {
      "start": 319.34,
      "end": 320.38,
      "text": "对吧"
    },
    {
      "start": 320.38,
      "end": 322.8,
      "text": "它的整个增长是放缓了的"
    },
    {
      "start": 322.8,
      "end": 326.08,
      "text": "但是对于网络的投入"
    },
    {
      "start": 326.08,
      "end": 327.06,
      "text": "它会上升"
    },
    {
      "start": 327.06,
      "end": 329.94,
      "text": "也就是光互联NVSwitch"
    },
    {
      "start": 329.94,
      "end": 332.72,
      "text": "这些网络的用量会提高"
    },
    {
      "start": 332.72,
      "end": 334.0,
      "text": "因为之前的话"
    },
    {
      "start": 334.0,
      "end": 338.1,
      "text": "整体HBM占比占整个结构"
    },
    {
      "start": 338.1,
      "end": 339.66,
      "text": "大概是40%"
    },
    {
      "start": 339.66,
      "end": 344.66,
      "text": "然后从328G降到198G之后"
    },
    {
      "start": 344.66,
      "end": 346.0,
      "text": "384G"
    },
    {
      "start": 346.0,
      "end": 348.62,
      "text": "然后降到192G之后"
    },
    {
      "start": 348.62,
      "end": 350.92,
      "text": "它的HBM的占的总成本"
    },
    {
      "start": 350.92,
      "end": 352.86,
      "text": "大概要缩到28%"
    },
    {
      "start": 352.86,
      "end": 354.24,
      "text": "就缩12%左右"
    },
    {
      "start": 354.24,
      "end": 356.04,
      "text": "然后网络"
    },
    {
      "start": 356.08,
      "end": 357.26,
      "text": "这一块的配比"
    },
    {
      "start": 357.26,
      "end": 358.3,
      "text": "就要提高"
    },
    {
      "start": 358.3,
      "end": 360.28,
      "text": "从4%提高到12%"
    },
    {
      "start": 360.28,
      "end": 363.62,
      "text": "所以今天光整体走得还不错"
    },
    {
      "start": 363.62,
      "end": 364.82,
      "text": "它是有利好的"
    },
    {
      "start": 364.82,
      "end": 366.76,
      "text": "也就是说"
    },
    {
      "start": 366.76,
      "end": 370.2,
      "text": "目前的市场没有乱潮"
    },
    {
      "start": 370.2,
      "end": 372.28,
      "text": "就是没有出现问题"
    },
    {
      "start": 372.28,
      "end": 372.92,
      "text": "就是说"
    },
    {
      "start": 372.92,
      "end": 375.68,
      "text": "哪怕是它有利好"
    },
    {
      "start": 375.68,
      "end": 376.9,
      "text": "是正常你要去涨"
    },
    {
      "start": 376.9,
      "end": 379.04,
      "text": "包括之前的MSCC"
    },
    {
      "start": 379.04,
      "end": 380.46,
      "text": "也是因为涨价"
    },
    {
      "start": 380.46,
      "end": 382.2,
      "text": "所以才往上去涨"
    },
    {
      "start": 382.2,
      "end": 383.68,
      "text": "也就是说"
    },
    {
      "start": 383.68,
      "end": 384.7,
      "text": "现在的东西"
    },
    {
      "start": 384.7,
      "end": 385.88,
      "text": "它并不是说"
    },
    {
      "start": 385.88,
      "end": 387.72,
      "text": "没有根源的市场"
    },
    {
      "start": 387.72,
      "end": 389.78,
      "text": "不讲道理的胡乱的砸"
    },
    {
      "start": 389.78,
      "end": 391.34,
      "text": "它都是有原因的"
    },
    {
      "start": 391.34,
      "end": 394.18,
      "text": "为什么韩国那边会砸"
    },
    {
      "start": 394.18,
      "end": 398.08,
      "text": "因为HBM的用量变少了"
    },
    {
      "start": 398.08,
      "end": 399.76,
      "text": "所以存储整体沉压"
    },
    {
      "start": 399.76,
      "end": 402.2,
      "text": "这是整体的原因"
    },
    {
      "start": 402.2,
      "end": 404.74,
      "text": "那么HBM这边一旦沉压之后"
    },
    {
      "start": 404.74,
      "end": 407.04,
      "text": "对于半导体设备"
    },
    {
      "start": 407.04,
      "end": 408.36,
      "text": "然后我们这边的"
    },
    {
      "start": 408.36,
      "end": 410.08,
      "text": "这种存储芯片"
    },
    {
      "start": 410.08,
      "end": 410.32,
      "text": "对吧"
    },
    {
      "start": 410.32,
      "end": 411.32,
      "text": "就更不用说了"
    },
    {
      "start": 411.32,
      "end": 413.36,
      "text": "那么他们基本上也都是"
    },
    {
      "start": 413.36,
      "end": 414.96,
      "text": "本来就不是很正宗的"
    },
    {
      "start": 414.96,
      "end": 415.58,
      "text": "然后"
    },
    {
      "start": 415.88,
      "end": 416.84,
      "text": "那边一跌"
    },
    {
      "start": 416.84,
      "end": 419.26,
      "text": "那么我们这边自然也跟着跌"
    },
    {
      "start": 419.26,
      "end": 422.26,
      "text": "然后之前因为半导体涨了"
    },
    {
      "start": 422.26,
      "end": 425.86,
      "text": "因为半导体是最后一轮去涨的"
    },
    {
      "start": 425.86,
      "end": 427.1,
      "text": "所以它跌的时候"
    },
    {
      "start": 427.1,
      "end": 429.0,
      "text": "也是最后一轮跌的"
    },
    {
      "start": 429.0,
      "end": 430.8,
      "text": "然后在上一周"
    },
    {
      "start": 430.8,
      "end": 433.04,
      "text": "光这边是完成了补跌"
    },
    {
      "start": 433.04,
      "end": 436.04,
      "text": "然后今天半导体那边是进行补跌"
    },
    {
      "start": 436.04,
      "end": 438.48,
      "text": "像一些市值比较大的"
    },
    {
      "start": 438.48,
      "end": 438.74,
      "text": "对吧"
    },
    {
      "start": 438.74,
      "end": 439.82,
      "text": "它跌的还是比较狠"
    },
    {
      "start": 439.82,
      "end": 440.6,
      "text": "像中威公司"
    },
    {
      "start": 440.6,
      "end": 442.8,
      "text": "包括华清科这种东西"
    },
    {
      "start": 442.8,
      "end": 443.66,
      "text": "整体来讲"
    },
    {
      "start": 443.66,
      "end": 445.86,
      "text": "跌的还是比较厉害的"
    },
    {
      "start": 445.88,
      "end": 446.98,
      "text": "然后这些呢"
    },
    {
      "start": 446.98,
      "end": 449.98,
      "text": "占科创50的权重又比较高"
    },
    {
      "start": 449.98,
      "end": 453.48,
      "text": "所以以至于整个科创版"
    },
    {
      "start": 453.48,
      "end": 454.68,
      "text": "科创50"
    },
    {
      "start": 454.68,
      "end": 456.8,
      "text": "科创半导体设备ETF"
    },
    {
      "start": 456.8,
      "end": 458.94,
      "text": "今天表现很"
    },
    {
      "start": 458.94,
      "end": 459.92,
      "text": "很惨"
    },
    {
      "start": 459.92,
      "end": 462.86,
      "text": "但是这最后一个板块也跌"
    },
    {
      "start": 462.86,
      "end": 463.12,
      "text": "对吧"
    },
    {
      "start": 463.12,
      "end": 464.26,
      "text": "我们之前超节点"
    },
    {
      "start": 464.26,
      "end": 465.14,
      "text": "什么算力"
    },
    {
      "start": 465.14,
      "end": 466.04,
      "text": "国产算力"
    },
    {
      "start": 466.04,
      "end": 467.28,
      "text": "这些东西也都跌过了"
    },
    {
      "start": 467.28,
      "end": 468.92,
      "text": "那么这些东西"
    },
    {
      "start": 468.92,
      "end": 470.42,
      "text": "这两天的一个下跌"
    },
    {
      "start": 470.42,
      "end": 471.66,
      "text": "我认为差不多了"
    },
    {
      "start": 471.66,
      "end": 472.28,
      "text": "好吧"
    },
    {
      "start": 472.28,
      "end": 473.44,
      "text": "时候也差不多了"
    },
    {
      "start": 473.44,
      "end": 474.8,
      "text": "从时间上来讲"
    },
    {
      "start": 474.8,
      "end": 475.84,
      "text": "从空间上来讲"
    },
    {
      "start": 475.88,
      "end": 478.18,
      "text": "基本上也都也都快到位了"
    },
    {
      "start": 478.18,
      "end": 479.98,
      "text": "基本上再跌"
    },
    {
      "start": 479.98,
      "end": 481.3,
      "text": "再调整个"
    },
    {
      "start": 481.3,
      "end": 483.76,
      "text": "三三四天左右"
    },
    {
      "start": 483.76,
      "end": 485.1,
      "text": "我觉得就差不多了"
    },
    {
      "start": 485.1,
      "end": 485.7,
      "text": "就到位了"
    },
    {
      "start": 485.7,
      "end": 487.06,
      "text": "如果能够那样调的话"
    },
    {
      "start": 487.06,
      "end": 488.16,
      "text": "我觉得是比较好的"
    },
    {
      "start": 488.16,
      "end": 490.1,
      "text": "因为它整个完整的形态"
    },
    {
      "start": 490.1,
      "end": 490.98,
      "text": "也能走出来"
    },
    {
      "start": 490.98,
      "end": 492.96,
      "text": "所以科创这边"
    },
    {
      "start": 492.96,
      "end": 494.76,
      "text": "虽然说它创新低了"
    },
    {
      "start": 494.76,
      "end": 496.52,
      "text": "但是整体走了一个背离"
    },
    {
      "start": 496.52,
      "end": 497.06,
      "text": "好吧"
    },
    {
      "start": 497.06,
      "end": 498.16,
      "text": "这种背离走出来"
    },
    {
      "start": 498.16,
      "end": 501.16,
      "text": "反而是对于后面的行情会更好的"
    },
    {
      "start": 501.16,
      "end": 502.64,
      "text": "那么美中不足的"
    },
    {
      "start": 502.64,
      "end": 504.52,
      "text": "就是上证这边没有踩地"
    },
    {
      "start": 504.52,
      "end": 505.56,
      "text": "而这条没有砸下来"
    },
    {
      "start": 505.88,
      "end": 508.96,
      "text": "那我估计国家队也不太想"
    },
    {
      "start": 508.96,
      "end": 510.48,
      "text": "就是让上证这边下来"
    },
    {
      "start": 510.48,
      "end": 512.28,
      "text": "如果不想让上证这边下来"
    },
    {
      "start": 512.28,
      "end": 513.56,
      "text": "也无所谓好吧"
    },
    {
      "start": 513.56,
      "end": 516.12,
      "text": "本身它能够横住也都ok了"
    },
    {
      "start": 516.12,
      "end": 517.92,
      "text": "这个没有什么关系"
    },
    {
      "start": 517.92,
      "end": 520.48,
      "text": "因此我们再回过头来看"
    },
    {
      "start": 520.48,
      "end": 522.0,
      "text": "对吧"
    },
    {
      "start": 522.0,
      "end": 525.08,
      "text": "我们重点就是后面"
    },
    {
      "start": 525.08,
      "end": 526.1,
      "text": "包括说"
    },
    {
      "start": 526.1,
      "end": 530.46,
      "text": "因为光这边光通信这边是有利好的"
    },
    {
      "start": 530.46,
      "end": 533.78,
      "text": "所以它这两天可能会有表现"
    },
    {
      "start": 533.78,
      "end": 535.84,
      "text": "如果说明天收一根阳线"
    },
    {
      "start": 535.88,
      "end": 540.24,
      "text": "那么这些光是有可能会表现的"
    },
    {
      "start": 540.24,
      "end": 544.32,
      "text": "但是我认为它整体一个幅度不会很大"
    },
    {
      "start": 544.32,
      "end": 547.4,
      "text": "基本上也就1000就差不多了好吧"
    },
    {
      "start": 547.4,
      "end": 551.24,
      "text": "我觉得这一波它整体反弹也就差不多了"
    },
    {
      "start": 551.24,
      "end": 552.78,
      "text": "然后后面它再慢慢上"
    },
    {
      "start": 552.78,
      "end": 553.8,
      "text": "后面再慢慢上"
    },
    {
      "start": 553.8,
      "end": 556.36,
      "text": "因为等整体的一个结构起稳"
    },
    {
      "start": 556.36,
      "end": 556.88,
      "text": "好吧"
    },
    {
      "start": 556.88,
      "end": 559.68,
      "text": "在这边不能说就把它看作是"
    },
    {
      "start": 559.68,
      "end": 561.22,
      "text": "多么牛的一个行情了"
    },
    {
      "start": 561.22,
      "end": 563.02,
      "text": "因为主线行情目前还没有出来"
    },
    {
      "start": 563.02,
      "end": 564.8,
      "text": "AI应用机器人"
    },
    {
      "start": 564.8,
      "end": 565.84,
      "text": "包括商业航天人"
    },
    {
      "start": 565.84,
      "end": 567.38,
      "text": "对吧"
    },
    {
      "start": 567.38,
      "end": 569.94,
      "text": "硬科技这些都是想要去表现"
    },
    {
      "start": 569.94,
      "end": 574.8,
      "text": "都想要去做下一个阶段的一个主线"
    },
    {
      "start": 574.8,
      "end": 576.84,
      "text": "但是没有那么容易"
    },
    {
      "start": 576.84,
      "end": 578.12,
      "text": "谁能走出来了"
    },
    {
      "start": 578.12,
      "end": 579.16,
      "text": "我们进一步观察"
    },
    {
      "start": 579.16,
      "end": 582.48,
      "text": "目前来讲的话最有可能是AI应用和"
    },
    {
      "start": 582.48,
      "end": 585.04,
      "text": "还是和半导体相关的好吧"
    },
    {
      "start": 585.04,
      "end": 586.32,
      "text": "但大家也知道"
    },
    {
      "start": 586.32,
      "end": 589.14,
      "text": "因为AI应用我们这边确实不太行"
    },
    {
      "start": 589.14,
      "end": 590.68,
      "text": "正宗的在港股"
    },
    {
      "start": 590.68,
      "end": 594.0,
      "text": "昨天跟各位说了一个港股的票"
    },
    {
      "start": 594.0,
      "end": 595.8,
      "text": "那个票涨的有点开了"
    },
    {
      "start": 595.84,
      "end": 597.38,
      "text": "开盘都开的特别猛"
    },
    {
      "start": 597.38,
      "end": 598.92,
      "text": "我也"
    },
    {
      "start": 598.92,
      "end": 600.7,
      "text": "我也没办法说了好吧"
    },
    {
      "start": 600.7,
      "end": 603.0,
      "text": "这种东西我有还是不提了"
    },
    {
      "start": 603.0,
      "end": 604.54,
      "text": "提出去就"
    },
    {
      "start": 604.54,
      "end": 605.56,
      "text": "就长成那个样子"
    },
    {
      "start": 605.56,
      "end": 606.6,
      "text": "很恶心"
    },
    {
      "start": 606.6,
      "end": 608.12,
      "text": "所以我们"
    },
    {
      "start": 608.12,
      "end": 609.92,
      "text": "就继续去"
    },
    {
      "start": 609.92,
      "end": 610.94,
      "text": "观察就好了"
    },
    {
      "start": 610.94,
      "end": 612.48,
      "text": "谁能走出来"
    },
    {
      "start": 612.48,
      "end": 613.5,
      "text": "不知道"
    },
    {
      "start": 613.5,
      "end": 614.78,
      "text": "等走出来之后"
    },
    {
      "start": 614.78,
      "end": 616.84,
      "text": "因为主线行情它一定是走出来"
    },
    {
      "start": 616.84,
      "end": 617.86,
      "text": "走出来我们知道"
    },
    {
      "start": 617.86,
      "end": 618.88,
      "text": "看到它成"
    },
    {
      "start": 618.88,
      "end": 619.9,
      "text": "成为主线行情的时候"
    },
    {
      "start": 619.9,
      "end": 621.18,
      "text": "它一定已经是"
    },
    {
      "start": 621.18,
      "end": 622.2,
      "text": "涨了一"
    },
    {
      "start": 622.2,
      "end": 623.48,
      "text": "一段了"
    },
    {
      "start": 623.48,
      "end": 624.76,
      "text": "就是这些"
    },
    {
      "start": 624.76,
      "end": 625.8,
      "text": "我们目前"
    },
    {
      "start": 625.8,
      "end": 627.08,
      "text": "所有的"
    },
    {
      "start": 627.08,
      "end": 629.38,
      "text": "包括说AI硬科技"
    },
    {
      "start": 629.38,
      "end": 631.44,
      "text": "AI应用"
    },
    {
      "start": 631.44,
      "end": 634.5,
      "text": "商业航天机器人这些东西全都属于"
    },
    {
      "start": 634.5,
      "end": 635.52,
      "text": "超跌反弹"
    },
    {
      "start": 635.52,
      "end": 638.08,
      "text": "只不过AI应用它跌的是"
    },
    {
      "start": 638.08,
      "end": 639.88,
      "text": "时间是比较久的对吧"
    },
    {
      "start": 639.88,
      "end": 640.9,
      "text": "它整体"
    },
    {
      "start": 640.9,
      "end": 643.46,
      "text": "筹码结构出新的也比较完整"
    },
    {
      "start": 643.46,
      "end": 645.26,
      "text": "那么周五"
    },
    {
      "start": 645.26,
      "end": 647.82,
      "text": "资金流向了最没有"
    },
    {
      "start": 647.82,
      "end": 649.6,
      "text": "阻力的一个位置"
    },
    {
      "start": 649.6,
      "end": 652.42,
      "text": "包括说这边应该是有一些人"
    },
    {
      "start": 652.42,
      "end": 653.44,
      "text": "想要去做出"
    },
    {
      "start": 653.44,
      "end": 654.48,
      "text": "东西来的"
    },
    {
      "start": 654.48,
      "end": 655.76,
      "text": "所以他们整个"
    },
    {
      "start": 655.76,
      "end": 658.32,
      "text": "最近吹得非常厉害对吧"
    },
    {
      "start": 658.32,
      "end": 660.36,
      "text": "一些卖方这边的"
    },
    {
      "start": 660.36,
      "end": 661.64,
      "text": "资料发的也特别"
    },
    {
      "start": 661.64,
      "end": 662.42,
      "text": "特别多"
    },
    {
      "start": 662.42,
      "end": 665.24,
      "text": "那么说明他们是想要做出点动作"
    },
    {
      "start": 665.24,
      "end": 667.28,
      "text": "那么再配合到"
    },
    {
      "start": 667.28,
      "end": 668.82,
      "text": "一些实际的"
    },
    {
      "start": 668.82,
      "end": 671.12,
      "text": "因素例如DeepSeek那边"
    },
    {
      "start": 671.12,
      "end": 673.16,
      "text": "降价包括OpenAI降价"
    },
    {
      "start": 673.16,
      "end": 677.26,
      "text": "然后最大的呢其实就是腾讯那边的"
    },
    {
      "start": 677.26,
      "end": 680.34,
      "text": "那个AI智能体WorkBuddy"
    },
    {
      "start": 680.34,
      "end": 682.38,
      "text": "那么这个东西"
    },
    {
      "start": 682.38,
      "end": 685.72,
      "text": "甚至后面是有可能会"
    },
    {
      "start": 685.76,
      "end": 688.32,
      "text": "被统一部署到"
    },
    {
      "start": 688.32,
      "end": 689.34,
      "text": "央国企的"
    },
    {
      "start": 689.34,
      "end": 690.88,
      "text": "以及政府单位当中"
    },
    {
      "start": 690.88,
      "end": 692.92,
      "text": "所以后面的催化"
    },
    {
      "start": 692.92,
      "end": 693.7,
      "text": "有"
    },
    {
      "start": 693.7,
      "end": 694.98,
      "text": "故事也有"
    },
    {
      "start": 694.98,
      "end": 698.3,
      "text": "AI的业绩也都能够给你挖掘到"
    },
    {
      "start": 698.3,
      "end": 699.58,
      "text": "也都能够实现"
    },
    {
      "start": 699.58,
      "end": 700.6,
      "text": "但是"
    },
    {
      "start": 700.6,
      "end": 702.66,
      "text": "它能不能走出来"
    },
    {
      "start": 702.66,
      "end": 704.96,
      "text": "需要整体资金的一个共识"
    },
    {
      "start": 704.96,
      "end": 706.76,
      "text": "好吧因此我们在这段"
    },
    {
      "start": 706.76,
      "end": 708.04,
      "text": "这段时间内呢"
    },
    {
      "start": 708.04,
      "end": 710.08,
      "text": "还是不要追高"
    },
    {
      "start": 710.08,
      "end": 711.36,
      "text": "对啊不要追高"
    },
    {
      "start": 711.36,
      "end": 714.18,
      "text": "慢慢的去把科技的仓位打上去"
    },
    {
      "start": 714.18,
      "end": 715.72,
      "text": "因为这些东西都超级反弹"
    },
    {
      "start": 715.76,
      "end": 717.04,
      "text": "只要谈"
    },
    {
      "start": 717.04,
      "end": 719.34,
      "text": "科创50谈"
    },
    {
      "start": 719.34,
      "end": 720.88,
      "text": "不管那些半导体也好"
    },
    {
      "start": 720.88,
      "end": 722.16,
      "text": "AI硬件也好"
    },
    {
      "start": 722.16,
      "end": 723.44,
      "text": "光PCB这些东西"
    },
    {
      "start": 723.44,
      "end": 725.74,
      "text": "他们都会有表现"
    },
    {
      "start": 725.74,
      "end": 727.54,
      "text": "整个创业板"
    },
    {
      "start": 727.54,
      "end": 729.84,
      "text": "上涨这些科技股也都会有表现"
    },
    {
      "start": 729.84,
      "end": 731.38,
      "text": "甚至那些AI应用对吧"
    },
    {
      "start": 731.38,
      "end": 733.16,
      "text": "他们也都会有表现"
    },
    {
      "start": 733.16,
      "end": 735.22,
      "text": "我们整体把仓位推上去"
    },
    {
      "start": 735.22,
      "end": 737.52,
      "text": "配置选手呢就把仓位推上去"
    },
    {
      "start": 737.52,
      "end": 741.1,
      "text": "去做ETF这些东西没有什么问题"
    },
    {
      "start": 741.1,
      "end": 743.4,
      "text": "该吃到都能吃到"
    },
    {
      "start": 743.4,
      "end": 744.68,
      "text": "至于说"
    },
    {
      "start": 744.68,
      "end": 745.72,
      "text": "我们去做"
    },
    {
      "start": 745.72,
      "end": 747.76,
      "text": "组生期的时候"
    },
    {
      "start": 747.76,
      "end": 748.28,
      "text": "对吧"
    },
    {
      "start": 748.28,
      "end": 750.58,
      "text": "那得等他们资金杀出来之后"
    },
    {
      "start": 750.58,
      "end": 751.6,
      "text": "我们再去做选择"
    },
    {
      "start": 751.6,
      "end": 753.92,
      "text": "这是那些主力资金要做的事情"
    },
    {
      "start": 753.92,
      "end": 755.44,
      "text": "对吧他们去"
    },
    {
      "start": 755.44,
      "end": 757.24,
      "text": "杀出一条血路来"
    },
    {
      "start": 757.24,
      "end": 758.78,
      "text": "然后我们跟着后"
    },
    {
      "start": 758.78,
      "end": 760.56,
      "text": "跟在后面吃肉就行了"
    },
    {
      "start": 760.56,
      "end": 761.6,
      "text": "就这么简单"
    },
    {
      "start": 761.6,
      "end": 763.64,
      "text": "现阶段不要去赌方向"
    },
    {
      "start": 763.64,
      "end": 765.18,
      "text": "有能力做港股的人"
    },
    {
      "start": 765.18,
      "end": 766.72,
      "text": "去做港股的相关的配置"
    },
    {
      "start": 766.72,
      "end": 768.24,
      "text": "好吧"
    },
    {
      "start": 768.24,
      "end": 770.8,
      "text": "这个都没有什么问题"
    },
    {
      "start": 770.8,
      "end": 771.84,
      "text": "嗯"
    },
    {
      "start": 771.84,
      "end": 774.64,
      "text": "昨天跟各位讲了8月份的一个宏观"
    },
    {
      "start": 774.64,
      "end": 775.68,
      "text": "感觉是不是有点"
    },
    {
      "start": 775.68,
      "end": 777.72,
      "text": "把大家吓到了对吧"
    },
    {
      "start": 777.72,
      "end": 780.54,
      "text": "其实不用太过于悲观"
    },
    {
      "start": 780.54,
      "end": 781.06,
      "text": "好吧"
    },
    {
      "start": 781.06,
      "end": 784.12,
      "text": "这些数据并不一定非得要往"
    },
    {
      "start": 784.12,
      "end": 785.4,
      "text": "不好的方向走"
    },
    {
      "start": 785.4,
      "end": 788.48,
      "text": "它是有可能会往好的方向走的"
    },
    {
      "start": 788.48,
      "end": 791.8,
      "text": "所以不用太过于非得就说这种时候"
    },
    {
      "start": 791.8,
      "end": 793.34,
      "text": "就要出现利空了"
    },
    {
      "start": 793.34,
      "end": 796.68,
      "text": "我们其实上周五的上涨也是因为"
    },
    {
      "start": 796.68,
      "end": 799.24,
      "text": "出现的是利好的消息对不对"
    },
    {
      "start": 799.24,
      "end": 800.52,
      "text": "不是出现利空的嘛"
    },
    {
      "start": 800.52,
      "end": 802.04,
      "text": "所以是出现利好的"
    },
    {
      "start": 802.04,
      "end": 803.84,
      "text": "所以我们也不用太过于悲观"
    },
    {
      "start": 803.84,
      "end": 805.38,
      "text": "照说整个8月份"
    },
    {
      "start": 805.38,
      "end": 807.18,
      "text": "就让他们慢慢磨底嘛"
    },
    {
      "start": 807.18,
      "end": 808.96,
      "text": "这个底磨的时间越长"
    },
    {
      "start": 808.96,
      "end": 811.02,
      "text": "也就代表着后面"
    },
    {
      "start": 811.02,
      "end": 814.08,
      "text": "金九银十的整个行情会长得越顺畅"
    },
    {
      "start": 814.08,
      "end": 814.6,
      "text": "好吧"
    },
    {
      "start": 814.6,
      "end": 815.62,
      "text": "我们整体就"
    },
    {
      "start": 815.62,
      "end": 817.42,
      "text": "我觉得在这种位置"
    },
    {
      "start": 817.42,
      "end": 820.22,
      "text": "没有必要去悲观了"
    },
    {
      "start": 820.22,
      "end": 821.26,
      "text": "好吧"
    },
    {
      "start": 821.26,
      "end": 823.56,
      "text": "这种位置真的没有必要去悲观"
    },
    {
      "start": 823.56,
      "end": 824.84,
      "text": "该怎么做怎么做"
    },
    {
      "start": 824.84,
      "end": 826.12,
      "text": "等出现了"
    },
    {
      "start": 826.12,
      "end": 828.16,
      "text": "我们想象当中的主线行情的时候"
    },
    {
      "start": 828.16,
      "end": 830.46,
      "text": "到时候去积极参与就好了"
    },
    {
      "start": 830.46,
      "end": 832.26,
      "text": "现阶段呢就是"
    },
    {
      "start": 832.26,
      "end": 835.34,
      "text": "尽量不要去追涨杀跌好吧"
    },
    {
      "start": 835.34,
      "end": 836.62,
      "text": "不要去追涨杀跌"
    },
    {
      "start": 836.62,
      "end": 838.92,
      "text": "不要被大资金牵着鼻子走"
    },
    {
      "start": 838.92,
      "end": 841.48,
      "text": "因为现阶段从情绪周期上来讲"
    },
    {
      "start": 841.48,
      "end": 843.28,
      "text": "是很难的"
    },
    {
      "start": 843.28,
      "end": 844.56,
      "text": "我承认这"
    },
    {
      "start": 844.56,
      "end": 845.32,
      "text": "我承认"
    },
    {
      "start": 845.32,
      "end": 846.86,
      "text": "除了主升期"
    },
    {
      "start": 846.86,
      "end": 848.4,
      "text": "主升期的"
    },
    {
      "start": 848.4,
      "end": 852.24,
      "text": "人气亢奋期和成熟阶段相对来讲好做之外"
    },
    {
      "start": 852.24,
      "end": 854.8,
      "text": "其他的这些所有的节点都不好做"
    },
    {
      "start": 854.8,
      "end": 856.58,
      "text": "都很难做"
    },
    {
      "start": 856.58,
      "end": 858.12,
      "text": "所以对于"
    },
    {
      "start": 858.12,
      "end": 860.18,
      "text": "散户来讲其实"
    },
    {
      "start": 860.18,
      "end": 863.76,
      "text": "你在做票的很大程度上其实都是在等"
    },
    {
      "start": 863.76,
      "end": 864.78,
      "text": "在慢慢的等"
    },
    {
      "start": 864.78,
      "end": 865.8,
      "text": "在熬时间"
    },
    {
      "start": 865.8,
      "end": 870.16,
      "text": "正儿八经可以做行情的时候其实很少"
    },
    {
      "start": 870.16,
      "end": 872.2,
      "text": "对吧所以我们整体还是要等"
    },
    {
      "start": 872.2,
      "end": 874.26,
      "text": "包括到了资金建仓期"
    },
    {
      "start": 874.26,
      "end": 878.34,
      "text": "这边整体的仓位甚至是要比情绪反抽期要更少的"
    },
    {
      "start": 878.34,
      "end": 881.42,
      "text": "因为情绪反抽我们还能去做一个"
    },
    {
      "start": 881.42,
      "end": 882.7,
      "text": "超跌反弹"
    },
    {
      "start": 882.7,
      "end": 884.24,
      "text": "包括说我们"
    },
    {
      "start": 884.24,
      "end": 887.56,
      "text": "这整个7月份哪怕是白酒医药"
    },
    {
      "start": 887.56,
      "end": 891.4,
      "text": "消费对吧那些东西他们其实本质上也都是超跌反弹"
    },
    {
      "start": 891.4,
      "end": 894.74,
      "text": "就是大量的整个超跌股呢同步上的"
    },
    {
      "start": 894.74,
      "end": 898.84,
      "text": "只不过他会在不同的板块之间去进行一个表现"
    },
    {
      "start": 898.84,
      "end": 901.66,
      "text": "但是在整体上涨三五天之后"
    },
    {
      "start": 901.66,
      "end": 903.18,
      "text": "就会陆续的分化"
    },
    {
      "start": 903.18,
      "end": 904.98,
      "text": "纯粹依赖那种"
    },
    {
      "start": 904.98,
      "end": 909.08,
      "text": "超跌的品种呢他会回落的比较快一点"
    },
    {
      "start": 909.08,
      "end": 911.12,
      "text": "具备产业逻辑"
    },
    {
      "start": 911.12,
      "end": 912.4,
      "text": "业绩支撑"
    },
    {
      "start": 912.4,
      "end": 912.92,
      "text": "与"
    },
    {
      "start": 912.92,
      "end": 915.48,
      "text": "资金承接方向的他会走出第二波"
    },
    {
      "start": 915.48,
      "end": 917.78,
      "text": "那么这种第二波"
    },
    {
      "start": 917.78,
      "end": 919.32,
      "text": "他就是主线了"
    },
    {
      "start": 919.32,
      "end": 921.88,
      "text": "所以我们在反弹初期"
    },
    {
      "start": 921.88,
      "end": 923.92,
      "text": "没有必要去"
    },
    {
      "start": 923.92,
      "end": 924.7,
      "text": "找对吧"
    },
    {
      "start": 924.7,
      "end": 927.0,
      "text": "谁会是主线"
    },
    {
      "start": 927.0,
      "end": 928.02,
      "text": "因为第"
    },
    {
      "start": 928.02,
      "end": 929.3,
      "text": "因为"
    },
    {
      "start": 929.3,
      "end": 933.14,
      "text": "我们在第1波反弹的时候他解决的就是"
    },
    {
      "start": 933.14,
      "end": 934.42,
      "text": "情绪修复"
    },
    {
      "start": 934.42,
      "end": 938.78,
      "text": "你到了第2波才会去定产业方向和龙头归属"
    },
    {
      "start": 938.78,
      "end": 941.6,
      "text": "所以我们今天也能够看到一些"
    },
    {
      "start": 941.6,
      "end": 944.92,
      "text": "AI应用的方向对吧他们是出现了分歧的"
    },
    {
      "start": 944.92,
      "end": 947.22,
      "text": "因为周五整体已经普涨了嘛"
    },
    {
      "start": 947.22,
      "end": 948.76,
      "text": "整体板块已经高潮了"
    },
    {
      "start": 948.76,
      "end": 950.3,
      "text": "那么他们出现分歧"
    },
    {
      "start": 950.3,
      "end": 952.6,
      "text": "分歧之后的再加强"
    },
    {
      "start": 952.6,
      "end": 954.66,
      "text": "他才能够确认"
    },
    {
      "start": 954.7,
      "end": 956.74,
      "text": "这个方向是有的"
    },
    {
      "start": 956.74,
      "end": 957.52,
      "text": "东西做"
    },
    {
      "start": 957.52,
      "end": 959.3,
      "text": "你在第1天"
    },
    {
      "start": 959.3,
      "end": 962.38,
      "text": "普涨的时候那一天你反而是没有什么可以做的"
    },
    {
      "start": 962.38,
      "end": 965.2,
      "text": "你整体仓位你是推不上去的"
    },
    {
      "start": 965.2,
      "end": 968.52,
      "text": "你只有他们在分歧结束之后再次"
    },
    {
      "start": 968.52,
      "end": 970.06,
      "text": "转强的时候"
    },
    {
      "start": 970.06,
      "end": 971.86,
      "text": "我们才能够对他"
    },
    {
      "start": 971.86,
      "end": 972.88,
      "text": "高看一"
    },
    {
      "start": 972.88,
      "end": 975.18,
      "text": "所以行情是走出来不是拆出来的"
    },
    {
      "start": 975.18,
      "end": 975.94,
      "text": "好吧"
    },
    {
      "start": 975.94,
      "end": 977.22,
      "text": "大家"
    },
    {
      "start": 977.22,
      "end": 980.56,
      "text": "很多散户陷入了一个误区就是非得要找确定性"
    },
    {
      "start": 980.56,
      "end": 981.84,
      "text": "没有确定性的"
    },
    {
      "start": 981.84,
      "end": 984.4,
      "text": "等真出确定性的时候你又不敢去买了"
    },
    {
      "start": 984.4,
      "end": 985.94,
      "text": "还是我说了一句话好吧"
    },
    {
      "start": 985.94,
      "end": 988.5,
      "text": "做交易不要又贪又怂"
    },
    {
      "start": 988.5,
      "end": 989.78,
      "text": "贪呢是因为"
    },
    {
      "start": 989.78,
      "end": 991.06,
      "text": "主线涨出来了"
    },
    {
      "start": 991.06,
      "end": 993.88,
      "text": "主线没涨出来你想买在最底部对吧"
    },
    {
      "start": 993.88,
      "end": 996.18,
      "text": "那么怂呢是主线涨起来了"
    },
    {
      "start": 996.18,
      "end": 998.22,
      "text": "然后你又不敢买了"
    },
    {
      "start": 998.22,
      "end": 1000.52,
      "text": "往往就错过了主线行情"
    },
    {
      "start": 1000.52,
      "end": 1002.32,
      "text": "这是散户最大的一个问题"
    },
    {
      "start": 1002.32,
      "end": 1005.14,
      "text": "但也是交易当中最反人性的事情"
    },
    {
      "start": 1005.14,
      "end": 1007.7,
      "text": "这也是所有散户必须要卖过的坎"
    },
    {
      "start": 1007.7,
      "end": 1010.52,
      "text": "好吧你不卖过这个坎呢"
    },
    {
      "start": 1010.52,
      "end": 1013.32,
      "text": "自然你就享受不到主身了"
    },
    {
      "start": 1013.32,
      "end": 1014.36,
      "text": "这是我今天想讲的"
    },
    {
      "start": 1014.36,
      "end": 1015.38,
      "text": "想跟各位说的"
    },
    {
      "start": 1015.38,
      "end": 1016.66,
      "text": "所以最近"
    },
    {
      "start": 1016.66,
      "end": 1017.68,
      "text": "依旧"
    },
    {
      "start": 1017.68,
      "end": 1018.96,
      "text": "大跌大买小跌小买"
    },
    {
      "start": 1018.96,
      "end": 1020.5,
      "text": "但我认为不会有"
    },
    {
      "start": 1020.5,
      "end": 1021.52,
      "text": "大跌出现了好吧"
    },
    {
      "start": 1021.52,
      "end": 1023.58,
      "text": "除非出现特别的利空"
    },
    {
      "start": 1023.58,
      "end": 1026.64,
      "text": "那么如果出现特别的利空"
    },
    {
      "start": 1026.64,
      "end": 1030.24,
      "text": "那这种点位也是比较好加仓的位置"
    },
    {
      "start": 1030.24,
      "end": 1033.3,
      "text": "因为如果是因为外部的干扰的话"
    },
    {
      "start": 1033.3,
      "end": 1035.6,
      "text": "反而它反弹的力度会整体会大一点"
    },
    {
      "start": 1035.6,
      "end": 1037.14,
      "text": "但我不太希望这种事情出现"
    },
    {
      "start": 1037.14,
      "end": 1038.16,
      "text": "因为"
    },
    {
      "start": 1038.16,
      "end": 1039.96,
      "text": "暴涨和暴跌"
    },
    {
      "start": 1039.96,
      "end": 1044.06,
      "text": "都不利于整体行情的一个修复"
    },
    {
      "start": 1044.06,
      "end": 1045.86,
      "text": "和它的发展"
    },
    {
      "start": 1045.86,
      "end": 1047.14,
      "text": "所以我还是"
    },
    {
      "start": 1047.14,
      "end": 1048.16,
      "text": "希望"
    },
    {
      "start": 1048.16,
      "end": 1049.44,
      "text": "好好走向今天对吧"
    },
    {
      "start": 1049.44,
      "end": 1051.22,
      "text": "这个科技走成这个样子"
    },
    {
      "start": 1051.22,
      "end": 1053.54,
      "text": "涨跌加速这边4000多家红牌"
    },
    {
      "start": 1053.54,
      "end": 1054.82,
      "text": "只有1000多家"
    },
    {
      "start": 1054.82,
      "end": 1055.84,
      "text": "绿牌"
    },
    {
      "start": 1055.84,
      "end": 1057.62,
      "text": "但你如果在科技里面对吧"
    },
    {
      "start": 1057.62,
      "end": 1060.44,
      "text": "就相对来讲会难受点"
    },
    {
      "start": 1060.44,
      "end": 1062.24,
      "text": "包括上周五的时候"
    },
    {
      "start": 1062.24,
      "end": 1064.8,
      "text": "涨跌加速也非常夸张"
    },
    {
      "start": 1064.8,
      "end": 1067.1,
      "text": "但你的体感就会很弱"
    },
    {
      "start": 1067.1,
      "end": 1068.12,
      "text": "这就是"
    },
    {
      "start": 1068.12,
      "end": 1070.18,
      "text": "情绪反抽期的"
    },
    {
      "start": 1070.18,
      "end": 1070.94,
      "text": "时候"
    },
    {
      "start": 1070.94,
      "end": 1071.96,
      "text": "就这个样子"
    },
    {
      "start": 1071.96,
      "end": 1074.02,
      "text": "好吧他就是要去恶心你的"
    },
    {
      "start": 1074.06,
      "end": 1077.14,
      "text": "这个阶段就是散户最难受的时候"
    },
    {
      "start": 1077.14,
      "end": 1078.66,
      "text": "最难受的时候"
    },
    {
      "start": 1078.66,
      "end": 1080.72,
      "text": "他甚至比退烧期要更难受"
    },
    {
      "start": 1080.72,
      "end": 1081.48,
      "text": "因为退烧期的吧"
    },
    {
      "start": 1081.48,
      "end": 1082.26,
      "text": "见顶了"
    },
    {
      "start": 1082.26,
      "end": 1083.78,
      "text": "大家都知道见顶"
    },
    {
      "start": 1083.78,
      "end": 1085.58,
      "text": "那你就直接"
    },
    {
      "start": 1085.58,
      "end": 1087.12,
      "text": "干脆不做不看对吧"
    },
    {
      "start": 1087.12,
      "end": 1088.14,
      "text": "或者去"
    },
    {
      "start": 1088.14,
      "end": 1088.66,
      "text": "搞别的"
    },
    {
      "start": 1088.66,
      "end": 1090.7,
      "text": "但现在就是给你来回"
    },
    {
      "start": 1090.7,
      "end": 1091.46,
      "text": "电风扇"
    },
    {
      "start": 1091.46,
      "end": 1094.02,
      "text": "所以在这个阶段一定不要去追高好吧"
    },
    {
      "start": 1094.02,
      "end": 1095.06,
      "text": "你追高"
    },
    {
      "start": 1095.06,
      "end": 1095.56,
      "text": "会"
    },
    {
      "start": 1095.56,
      "end": 1097.1,
      "text": "死得非常惨"
    },
    {
      "start": 1097.1,
      "end": 1098.9,
      "text": "这是我想跟各位说的"
    },
    {
      "start": 1098.9,
      "end": 1103.5,
      "text": "不悲观哪怕后面再跌好吧不悲观不悲观"
    },
    {
      "start": 1103.5,
      "end": 1105.54,
      "text": "哪怕后面再跌也是正常的"
    },
    {
      "start": 1105.54,
      "end": 1109.14,
      "text": "他再跌下去整个背离就会更大了"
    },
    {
      "start": 1109.14,
      "end": 1109.64,
      "text": "那么"
    },
    {
      "start": 1109.64,
      "end": 1112.72,
      "text": "我们对于后面的行情整体来讲就会"
    },
    {
      "start": 1112.72,
      "end": 1113.74,
      "text": "更为舒服一点"
    },
    {
      "start": 1113.74,
      "end": 1117.58,
      "text": "那如果你本身已经在这种位置打满仓了"
    },
    {
      "start": 1117.58,
      "end": 1118.6,
      "text": "对吧那么"
    },
    {
      "start": 1118.6,
      "end": 1120.14,
      "text": "后面出现上涨"
    },
    {
      "start": 1120.14,
      "end": 1121.16,
      "text": "是不是你就"
    },
    {
      "start": 1121.16,
      "end": 1122.96,
      "text": "比较好做替的时候了"
    },
    {
      "start": 1122.96,
      "end": 1124.5,
      "text": "你就要把自己的仓位"
    },
    {
      "start": 1124.5,
      "end": 1125.26,
      "text": "进行"
    },
    {
      "start": 1125.26,
      "end": 1126.54,
      "text": "动一下把你的"
    },
    {
      "start": 1126.54,
      "end": 1128.34,
      "text": "因为在这种时候"
    },
    {
      "start": 1128.34,
      "end": 1129.36,
      "text": "其实你"
    },
    {
      "start": 1129.36,
      "end": 1133.46,
      "text": "如果动一下做替的话是能把你成本"
    },
    {
      "start": 1133.46,
      "end": 1135.76,
      "text": "降下来的是能够降"
    },
    {
      "start": 1135.76,
      "end": 1137.56,
      "text": "降挺多的说实话"
    },
    {
      "start": 1137.56,
      "end": 1138.58,
      "text": "对吧你"
    },
    {
      "start": 1138.58,
      "end": 1139.6,
      "text": "周五的时候"
    },
    {
      "start": 1139.6,
      "end": 1141.66,
      "text": "早盘你如果卖的话今天"
    },
    {
      "start": 1141.66,
      "end": 1142.42,
      "text": "今天你"
    },
    {
      "start": 1142.42,
      "end": 1146.52,
      "text": "你在一接你整体成本能降多少能降不少的"
    },
    {
      "start": 1146.52,
      "end": 1148.56,
      "text": "抓住这种时候好好去把你"
    },
    {
      "start": 1148.56,
      "end": 1149.84,
      "text": "你如果能"
    },
    {
      "start": 1149.84,
      "end": 1151.64,
      "text": "做替去把你成本降下来"
    },
    {
      "start": 1151.64,
      "end": 1153.42,
      "text": "如果做不了替"
    },
    {
      "start": 1153.42,
      "end": 1155.48,
      "text": "那就继续等着呗好吧等"
    },
    {
      "start": 1155.48,
      "end": 1156.76,
      "text": "反正这一轮"
    },
    {
      "start": 1156.76,
      "end": 1158.3,
      "text": "科创我是"
    },
    {
      "start": 1158.3,
      "end": 1161.62,
      "text": "就底部跌出来之后我认为我能看到19001900的话整体代价局部选择"
    },
    {
      "start": 1161.62,
      "end": 1163.42,
      "text": "我认为我能看到190019的话整体代价局部选择"
    },
    {
      "start": 1163.42,
      "end": 1165.22,
      "text": "会修复会修复的还不错"
    },
    {
      "start": 1165.22,
      "end": 1168.02,
      "text": "一些被腰斩的股票甚至能"
    },
    {
      "start": 1168.02,
      "end": 1169.06,
      "text": "对吧涨25%"
    },
    {
      "start": 1169.06,
      "end": 1172.38,
      "text": "涨25%我认为"
    },
    {
      "start": 1172.38,
      "end": 1174.42,
      "text": "还行吧好吧对于你们"
    },
    {
      "start": 1174.42,
      "end": 1175.96,
      "text": "那这样已经很好了"
    },
    {
      "start": 1175.96,
      "end": 1179.54,
      "text": "那么到后面再找一轮主线行情直接就做回来了好吧"
    },
    {
      "start": 1179.54,
      "end": 1180.32,
      "text": "所以我认为"
    },
    {
      "start": 1180.32,
      "end": 1182.1,
      "text": "整体难度没有那么大"
    },
    {
      "start": 1182.1,
      "end": 1184.16,
      "text": "现阶段没有那么悲观了"
    },
    {
      "start": 1184.16,
      "end": 1185.94,
      "text": "没有那么悲观"
    },
    {
      "start": 1185.94,
      "end": 1188.26,
      "text": "我对于下半年来讲还是看好了"
    },
    {
      "start": 1188.26,
      "end": 1189.28,
      "text": "好吧"
    },
    {
      "start": 1189.28,
      "end": 1191.58,
      "text": "所以今天的视频能讲的不多"
    },
    {
      "start": 1191.58,
      "end": 1193.12,
      "text": "差不多就就到这里吧"
    },
    {
      "start": 1193.12,
      "end": 1193.38,
      "text": "嗯"
    },
    {
      "start": 1193.42,
      "end": 1196.24,
      "text": "嗯这周也要开始看"
    },
    {
      "start": 1196.24,
      "end": 1199.06,
      "text": "强趋势我还有一节没讲"
    },
    {
      "start": 1199.32,
      "end": 1200.92,
      "text": "我先讲一节看图说话"
    },
    {
      "start": 1200.92,
      "end": 1202.8,
      "text": "强趋势后面再讲"
    },
    {
      "start": 1202.8,
      "end": 1203.6,
      "text": "好吧"
    },
    {
      "start": 1203.6,
      "end": 1204.7,
      "text": "今天视频就到这里"
    },
    {
      "start": 1204.7,
      "end": 1205.26,
      "text": "谢谢大家"
    }
  ]
}