【AI基建疯狂风口】MU财报史诗级炸裂！一巴掌打碎AI泡沫论！悄悄低吸这两只被美光“买爆”的万亿设备真龙！**

1
00:00:00,040 --> 00:00:01,560
投资不是赌博

2
00:00:01,560 --> 00:00:03,640
是一场有准备的出击

3
00:00:03,640 --> 00:00:04,480
我是副歌

4
00:00:04,480 --> 00:00:06,490
家人们美光啊

5
00:00:06,490 --> 00:00:08,650
呃财报炸裂啊

6
00:00:08,650 --> 00:00:10,490
所以美观今天暴涨啊

7
00:00:10,490 --> 00:00:11,089
没有疑问

8
00:00:11,089 --> 00:00:13,099
可以说美光呢这波财报啊

9
00:00:13,099 --> 00:00:18,780
直接一巴掌打消了市场所有关于AI的一个疑虑

10
00:00:18,780 --> 00:00:23,129
AI正在与我们没有想到的速度

11
00:00:23,129 --> 00:00:27,460
正在呢可以说是大踏步的往前走

12
00:00:27,460 --> 00:00:34,759
而且现在是AI的基础建设依然是如火如荼啊

13
00:00:34,759 --> 00:00:35,579
没有泡沫

14
00:00:35,579 --> 00:00:37,018
那炸裂到什么程度啊

15
00:00:37,018 --> 00:00:38,999
我讲几个数据大家就知道了

16
00:00:38,999 --> 00:00:43,670
那么我们大家营收是414亿美元啊

17
00:00:43,670 --> 00:00:47,670
同比暴涨呢呃346%

18
00:00:47,670 --> 00:00:51,009
毛利率呢是将近85%

19
00:00:51,009 --> 00:00:53,240
创这个存储历史新高

20
00:00:53,240 --> 00:00:54,140
意味着差本

21
00:00:54,140 --> 00:00:56,079
那就是说他卖100块钱

22
00:00:56,079 --> 00:00:58,460
他挣将近85

23
00:00:58,460 --> 00:01:00,500
你看利润率高不高

24
00:01:00,500 --> 00:01:04,700
净利润啊接近了283亿美元

25
00:01:04,700 --> 00:01:05,840
翻了14倍

26
00:01:05,840 --> 00:01:07,640
所以呢家人们你看牛吧

27
00:01:07,640 --> 00:01:10,819
美光啊可以说在疯狂扩展啊

28
00:01:10,819 --> 00:01:12,540
可以说是他订单啊

29
00:01:12,540 --> 00:01:15,480
已经可以说排到了2028年啊

30
00:01:15,480 --> 00:01:16,599
那么你知道了啊

31
00:01:16,599 --> 00:01:20,219
美观毫无疑问他是有很大的未来的一个潜力

32
00:01:20,219 --> 00:01:23,189
但是我们也要想到哪些个股

33
00:01:23,189 --> 00:01:27,989
在这波的这个美光的劲爆的财报当中啊

34
00:01:27,989 --> 00:01:29,530
哪些个股会受益呢

35
00:01:29,530 --> 00:01:31,450
肯定是跟怎么样

36
00:01:31,450 --> 00:01:37,780
镁光上下有彩电跟他有深度合作的这些个股啊

37
00:01:37,780 --> 00:01:39,859
福哥今天给大家讲明白啊

38
00:01:39,859 --> 00:01:43,129
让大家能够在这波美国的行情当中啊

39
00:01:43,129 --> 00:01:44,269
吃点肉哈

40
00:01:44,269 --> 00:01:45,670
好第一支啊

41
00:01:45,670 --> 00:01:47,390
就是这个反灵

42
00:01:47,390 --> 00:01:48,870
首先啊大家知道啊

43
00:01:48,870 --> 00:01:52,049
而范林作为我们的这个设备

44
00:01:52,049 --> 00:01:54,879
这个可以说是龙头了啊

45
00:01:54,879 --> 00:01:59,319
可以说也是本轮存储扩产这个最大的受益者

46
00:01:59,319 --> 00:02:03,120
他可以说是绑定了镁光的核心工艺了

47
00:02:03,120 --> 00:02:05,280
大家知道美光的这个DRAM

48
00:02:05,280 --> 00:02:11,139
还有HBM这个多层堆叠的TSV深孔刻朽

49
00:02:11,139 --> 00:02:15,229
全球只有泛灵能稳定供应

50
00:02:15,229 --> 00:02:17,930
所以泛磷跟镁光啊

51
00:02:17,930 --> 00:02:23,729
他们是可以说每一条产线的这个刻宿设备

52
00:02:23,729 --> 00:02:28,409
都是会优先采购这个范蠡的这个刻修设备

53
00:02:28,409 --> 00:02:29,050
所以家人们

54
00:02:29,050 --> 00:02:32,520
所以范林毫无疑问啊在这波行情当中

55
00:02:32,520 --> 00:02:34,780
那毫无疑问也是深度受益股啊

56
00:02:34,780 --> 00:02:36,719
我相信呢他有机会啊

57
00:02:36,719 --> 00:02:40,919
技术面上范林的确是一个非常的一个强势啊

58
00:02:40,919 --> 00:02:44,669
后续啊范林呃会继续冲击啊

59
00:02:44,669 --> 00:02:45,729
突破新高

60
00:02:45,729 --> 00:02:47,520
冲击前方啊

61
00:02:47,520 --> 00:02:48,219
450啊

62
00:02:48,219 --> 00:02:50,979
那范林集团也是福克给大家讲过的啊

63
00:02:50,979 --> 00:02:53,840
万亿市值股潜力股之一啊

64
00:02:53,840 --> 00:02:57,430
那我们的这个美光啊做的每一块

65
00:02:57,430 --> 00:03:02,270
它的内存都离不开范林的刻修设备

66
00:03:02,270 --> 00:03:03,539
那第二支呢

67
00:03:03,539 --> 00:03:06,659
第二次呢也是经常有这样人问到福哥的

68
00:03:06,659 --> 00:03:07,900
就是阿斯麦

69
00:03:07,900 --> 00:03:08,740
阿斯麦啊

70
00:03:08,740 --> 00:03:13,069
可以说是我们的这个半导体的这个底层基石啊

71
00:03:13,069 --> 00:03:16,310
啊第二只啊就是受益的个股就是阿斯麦了

72
00:03:16,310 --> 00:03:19,129
首先技术面上大家看到非常的强势

73
00:03:19,129 --> 00:03:19,689
对不对

74
00:03:19,689 --> 00:03:23,919
那也是这美光大亨啊出来以后啊

75
00:03:23,919 --> 00:03:25,469
受益股之一对吧

76
00:03:25,469 --> 00:03:27,370
也是今天也是涨了四个点

77
00:03:27,370 --> 00:03:28,490
但很多人都知道

78
00:03:28,490 --> 00:03:32,050
只知道是阿斯麦只给这个台积电供货是吧

79
00:03:32,050 --> 00:03:33,430
其实大错得错啊

80
00:03:33,430 --> 00:03:35,349
美光的高端呢

81
00:03:35,349 --> 00:03:40,780
HB4的制成离不开这个阿斯麦的光刻机

82
00:03:40,780 --> 00:03:43,939
所以我们的这个美光已经和阿斯麦大家知道啊

83
00:03:43,939 --> 00:03:48,759
签订多年的这个光刻机的采购合约

84
00:03:48,759 --> 00:03:51,560
新建的先进存储工厂

85
00:03:51,560 --> 00:03:54,580
全部配套的都是阿斯麦的设备

86
00:03:54,580 --> 00:03:57,389
这个存储的底层逻辑芯片制造

87
00:03:57,389 --> 00:04:01,729
必须用高端的这个阿斯麦的光刻设备

88
00:04:01,729 --> 00:04:05,990
所以作为全球唯一能量产EUUV的

89
00:04:05,990 --> 00:04:08,270
光刻机的这个龙头啊

90
00:04:08,270 --> 00:04:08,729
什么啊

91
00:04:08,729 --> 00:04:09,750
所以呢毫无疑问

92
00:04:09,750 --> 00:04:10,990
那存储也好

93
00:04:10,990 --> 00:04:15,229
算力芯片的这个先进制成药都要不开阿斯麦

94
00:04:15,229 --> 00:04:18,339
所以呢他也是我们AI的底程啊

95
00:04:18,339 --> 00:04:19,139
how u n啊

96
00:04:19,139 --> 00:04:20,540
贾斯麦呢大家看到了啊

97
00:04:20,540 --> 00:04:21,800
技术面刚才我说了啊

98
00:04:21,800 --> 00:04:22,620
没有结束

99
00:04:22,620 --> 00:04:24,069
所以接下来怎么样呃

100
00:04:24,069 --> 00:04:26,290
我们的这个阿斯曼也会继续冲击

101
00:04:26,290 --> 00:04:28,029
短期2000块钱啊

102
00:04:28,029 --> 00:04:31,029
后续会继续冲击万亿十四好

103
00:04:31,029 --> 00:04:33,029
今天呢福哥啊就跟大家分享啊

104
00:04:33,029 --> 00:04:36,829
这两只啊这样的这个我们的这个美光的啊

105
00:04:36,829 --> 00:04:38,850
受益的相关的一个个股

106
00:04:38,850 --> 00:04:43,939
那么如果大家想知道更多的美光的相关的

107
00:04:43,939 --> 00:04:45,819
上下游产业链的受益个股

108
00:04:45,819 --> 00:04:46,420
的家们

109
00:04:46,420 --> 00:04:48,860
大家可以点赞订阅福哥的频道

110
00:04:48,860 --> 00:04:51,089
好吧呃加入福哥的交流圈

111
00:04:51,089 --> 00:04:54,949
那福哥也会在福歌交流圈中实时跟他分享啊

112
00:04:54,949 --> 00:04:59,329
美光的这个相关的上下游的这个潜力个股

113
00:04:59,329 --> 00:05:01,560
让他做美股赢得先机

评论采集失败

采集完成，该视频无弹幕