【Felix & Friends】国会山股神佩洛西刚刚买入了这只10倍股

1
00:00:00,120 --> 00:00:03,020
如果你持有任何科技股或指数基金

2
00:00:03,020 --> 00:00:04,080
我要展示的内容

3
00:00:04,080 --> 00:00:09,089
你可能会错失一代人的机会

4
00:00:09,250 --> 00:00:13,730
或可能让资金数倍增长

5
00:00:14,810 --> 00:00:17,280
美国最具影响力的两个人

6
00:00:17,280 --> 00:00:23,579
唐纳德·特朗普和南希·佩洛西正在做同样的事

7
00:00:23,579 --> 00:00:28,350
但这不是英伟达、微软或SpaceX

8
00:00:28,350 --> 00:00:30,410
他们押注一只股票

9
00:00:30,410 --> 00:00:34,340
不到一年时间已上涨550%

10
00:00:34,340 --> 00:00:36,799
但真正的行情可能才刚开始

11
00:00:36,799 --> 00:00:38,840
我之前做了一段看涨该股的视频

12
00:00:38,840 --> 00:00:40,219
我不会强迫你

13
00:00:40,219 --> 00:00:45,219
这是2025年8月8日的英特尔

14
00:00:45,219 --> 00:00:47,859
这条垂直蓝线

15
00:00:47,859 --> 00:00:48,579
这里就是关键点

16
00:00:48,579 --> 00:00:50,060
稍后我会解释原因

17
00:00:50,060 --> 00:00:51,340
有人说我疯了

18
00:00:51,340 --> 00:00:53,579
这只股票确实没什么动静

19
00:00:53,579 --> 00:00:54,320
我确实同意

20
00:00:54,320 --> 00:00:56,039
正是这种状态让我感兴趣

21
00:00:56,039 --> 00:00:57,439
我对你的承诺是

22
00:00:57,439 --> 00:00:58,679
看完这段视频后

23
00:00:58,679 --> 00:01:04,090
你将掌握我分析股票的三步框架

24
00:01:04,090 --> 00:01:05,510
包括政治概念股

25
00:01:05,510 --> 00:01:09,739
并清楚这只股票在你的投资组合中的位置

26
00:01:09,739 --> 00:01:10,278
或者不需要

27
00:01:10,278 --> 00:01:12,759
你将能自主做出决策

28
00:01:12,759 --> 00:01:15,920
无需听信YouTube上的疯子

29
00:01:15,920 --> 00:01:17,200
如果你想了解

30
00:01:17,200 --> 00:01:19,840
为何当初投入一千美元

31
00:01:19,840 --> 00:01:25,900
在之前的英特尔视频中投资的1000美元

32
00:01:25,900 --> 00:01:27,299
今天已增值到6500美元

33
00:01:27,299 --> 00:01:27,980
我不是在炫耀

34
00:01:27,980 --> 00:01:30,099
我要告诉你

35
00:01:30,099 --> 00:01:31,359
我确实做了功课

36
00:01:31,359 --> 00:01:33,920
我有一套规则驱动的系统

37
00:01:33,920 --> 00:01:35,519
这套系统来自我的华尔街导师

38
00:01:35,519 --> 00:01:36,219
所以我不追涨

39
00:01:36,219 --> 00:01:37,340
佩洛西刚买入这件事我不在意

40
00:01:37,340 --> 00:01:39,900
但我知道其他人会跟进

41
00:01:39,900 --> 00:01:41,280
这正好符合我们的系统

42
00:01:41,280 --> 00:01:43,939
我们的可重复系统

43
00:01:43,939 --> 00:01:45,159
同样的框架再次出现在英特尔

44
00:01:45,159 --> 00:01:48,590
但目前还不是时机

45
00:01:48,590 --> 00:01:50,579
但不要只听我说

46
00:01:50,579 --> 00:01:52,280
当我讲解分析政治概念股的框架时

47
00:01:52,280 --> 00:01:56,180
这就像三脚凳

48
00:01:56,180 --> 00:01:58,049
若三脚稳固

49
00:01:58,049 --> 00:01:59,950
你可以更自信地坐稳

50
00:01:59,950 --> 00:02:02,549
只要三个支撑点都强

51
00:02:02,549 --> 00:02:03,890
框架非常简单

52
00:02:03,890 --> 00:02:04,969
我这就把它投到屏幕上

53
00:02:04,969 --> 00:02:07,109
这里有一个基本案例

54
00:02:07,109 --> 00:02:08,129
这真的是一家好公司吗

55
00:02:08,129 --> 00:02:09,229
还是只是高筑壁垒

56
00:02:09,229 --> 00:02:10,909
第二步是风险评估

57
00:02:10,909 --> 00:02:12,300
什么可能会出大问题

58
00:02:12,300 --> 00:02:15,159
然后第三步是催化剂时间线

59
00:02:15,159 --> 00:02:16,620
那个具体事件

60
00:02:16,620 --> 00:02:17,919
可能推动股价的事件

61
00:02:17,919 --> 00:02:22,588
以及原因和时间，我们将逐步应用这三个要素分析英特尔

62
00:02:22,588 --> 00:02:24,949
但首先我们来谈谈原因

63
00:02:24,949 --> 00:02:29,689
美国最有权势的人突然对这只股票着迷

64
00:02:29,689 --> 00:02:31,650
在深入探讨这个深层爆料前

65
00:02:31,650 --> 00:02:33,460
这将信息量非常密集

66
00:02:33,460 --> 00:02:37,620
我将提供一份配套的免费研究报告

67
00:02:37,620 --> 00:02:38,900
你可以直接下载

68
00:02:38,900 --> 00:02:40,139
无需信用卡或其他信息

69
00:02:40,139 --> 00:02:41,419
完全惊慌了

70
00:02:41,419 --> 00:02:43,789
前往felixfriends.org/intel

71
00:02:43,789 --> 00:02:47,669
你将获得完整版免费研究报告

72
00:02:47,669 --> 00:02:50,009
内容远超视频能覆盖的范围

73
00:02:50,009 --> 00:02:52,550
毕竟这些视频需要控制时长

74
00:02:52,550 --> 00:02:56,759
否则YouTube会因过长限制我们

75
00:02:56,759 --> 00:02:58,689
这些宠物是谁

76
00:02:58,689 --> 00:03:00,349
南希·佩洛西

77
00:03:00,349 --> 00:03:02,389
她的记录令人难以置信

78
00:03:02,389 --> 00:03:04,330
她是世界上最顶尖的股票交易员

79
00:03:04,330 --> 00:03:04,810
全球最佳

80
00:03:04,810 --> 00:03:05,689
别提巴菲特

81
00:03:05,689 --> 00:03:07,079
更别提巴里

82
00:03:07,079 --> 00:03:08,519
就是南希·佩洛西

83
00:03:08,519 --> 00:03:08,679
嗯

84
00:03:08,679 --> 00:03:08,919
实际上

85
00:03:08,919 --> 00:03:11,030
技术上是她的丈夫保罗

86
00:03:11,030 --> 00:03:15,030
他们似乎不讨论股票或投资

87
00:03:15,030 --> 00:03:18,129
或政府内幕信息

88
00:03:18,129 --> 00:03:22,590
当然我们相信这是真的

89
00:03:22,590 --> 00:03:23,610
因为她要帮助小猫

90
00:03:23,610 --> 00:03:27,030
还有孩子们

91
00:03:27,030 --> 00:03:27,370
是的

92
00:03:27,370 --> 00:03:27,969
就是这样

93
00:03:27,969 --> 00:03:30,919
这就是保罗·佩洛西

94
00:03:30,919 --> 00:03:31,580
刚刚做了什么

95
00:03:31,580 --> 00:03:35,560
他大量买入英特尔看涨期权

96
00:03:35,560 --> 00:03:37,120
也许你不清楚看涨期权是什么

97
00:03:37,120 --> 00:03:38,469
让我简单说明

98
00:03:38,469 --> 00:03:40,990
买入看涨期权其实就是

99
00:03:40,990 --> 00:03:44,530
我相信这只股票会上涨

100
00:03:44,530 --> 00:03:46,509
并愿意押注资金

101
00:03:46,509 --> 00:03:50,079
这就像以锁定价格为房子支付定金

102
00:03:50,079 --> 00:03:51,459
房子价值不断上涨

103
00:03:51,459 --> 00:03:52,299
你就能赚大钱

104
00:03:52,299 --> 00:03:55,299
如果贬值你只能损失定金且无其他

105
00:03:55,299 --> 00:03:56,699
那她的赌注有多大

106
00:03:56,699 --> 00:03:57,689
我们说

107
00:03:57,689 --> 00:03:58,949
六百万美元

108
00:03:58,949 --> 00:04:00,169
这不是随意的

109
00:04:00,169 --> 00:04:00,490
哦

110
00:04:00,490 --> 00:04:02,409
让我看看情报是否奏效

111
00:04:02,409 --> 00:04:04,949
这是相当严肃的投资

112
00:04:04,949 --> 00:04:11,409
更重要的是她给这笔交易整整一年时间

113
00:04:11,409 --> 00:04:13,889
她没说情报明天就会翻倍

114
00:04:13,889 --> 00:04:18,949
她相信一年后情报价值将大幅增长

115
00:04:18,949 --> 00:04:21,129
她可不是买廉价彩票

116
00:04:21,129 --> 00:04:23,529
她购买了最昂贵的期权之一

117
00:04:23,529 --> 00:04:25,350
这通常是只有

118
00:04:25,350 --> 00:04:27,660
你有很强信心时才会做

119
00:04:27,660 --> 00:04:29,079
我敢说这是荣幸

120
00:04:29,079 --> 00:04:32,439
也许她可能在走廊听到什么

121
00:04:32,439 --> 00:04:35,389
当然从不告诉丈夫

122
00:04:35,389 --> 00:04:35,990
保罗

123
00:04:35,990 --> 00:04:37,610
因为我们相信

124
00:04:37,610 --> 00:04:39,009
当然这是事实

125
00:04:39,009 --> 00:04:41,490
因为所有在华盛顿工作的人

126
00:04:41,490 --> 00:04:44,040
纯粹出于善意来

127
00:04:44,040 --> 00:04:44,560
呃

128
00:04:44,560 --> 00:04:47,209
现在你更了解这些小猫了

129
00:04:47,209 --> 00:04:52,678
唐纳德·特朗普也在英特尔重仓

130
00:04:52,678 --> 00:04:55,089
但他的参与更大

131
00:04:55,089 --> 00:04:55,889
如果你想知道如何

132
00:04:55,889 --> 00:04:58,569
我知道我们确实有这个应用 瓦西宁

133
00:04:58,569 --> 00:04:59,810
我的金毛犬开发了应用

134
00:04:59,810 --> 00:05:00,879
叫瓦西宁应用

135
00:05:00,879 --> 00:05:01,839
我会在下方放链接

136
00:05:01,839 --> 00:05:03,000
并提供免费试用

137
00:05:03,000 --> 00:05:04,100
如果你想体验的话

138
00:05:04,100 --> 00:05:06,879
我们追踪所有政客特征

139
00:05:06,879 --> 00:05:10,079
每个主要股票

140
00:05:10,079 --> 00:05:12,040
你可以看到谁在做什么

141
00:05:12,040 --> 00:05:13,180
如果你想查看

142
00:05:13,180 --> 00:05:13,639
呃

143
00:05:13,639 --> 00:05:18,529
唐纳德在这里的操作 你可以查看他的持仓

144
00:05:18,529 --> 00:05:19,610
并查看他的活动

145
00:05:19,610 --> 00:05:21,050
以及他买卖的股票

146
00:05:21,050 --> 00:05:21,490
等等

147
00:05:21,490 --> 00:05:25,918
我们当然每天更新数据

148
00:05:25,918 --> 00:05:28,838
特朗普政府做了历史性举动

149
00:05:28,838 --> 00:05:29,718
他们让美国

150
00:05:29,718 --> 00:05:31,699
政府成为英特尔最大壳公司之一

151
00:05:31,699 --> 00:05:35,939
我们正在讨论数十亿美元的纳税人资金直接投入英特尔

152
00:05:35,939 --> 00:05:37,680
股票不是贷款或赠款之类的

153
00:05:37,680 --> 00:05:38,980
而是实际所有权

154
00:05:38,980 --> 00:05:42,360
因此政府现在持有英特尔约10%的股份

155
00:05:42,360 --> 00:05:46,819
而在政府持股之上

156
00:05:46,819 --> 00:05:50,860
特朗普个人信托也在购买英特尔

157
00:05:50,860 --> 00:05:55,870
同时购入公司债券和实际股票，价值不菲

158
00:05:55,870 --> 00:05:56,269
现在

159
00:05:56,269 --> 00:06:00,418
特朗普组织称这些决策由第三方经理负责

160
00:06:00,418 --> 00:06:04,658
当然我们相信这一点，毕竟我们是好人

161
00:06:04,658 --> 00:06:05,418
呃

162
00:06:05,418 --> 00:06:07,220
但关键点在于

163
00:06:07,220 --> 00:06:09,620
特朗普的信托并非盲信信托

164
00:06:09,620 --> 00:06:11,680
他亲自签署披露文件

165
00:06:11,680 --> 00:06:13,439
清楚了解其中内容

166
00:06:13,439 --> 00:06:14,199
嗯

167
00:06:14,199 --> 00:06:17,699
但并未与他们讨论

168
00:06:17,699 --> 00:06:19,098
你为什么要关心

169
00:06:19,098 --> 00:06:19,959
你为什么要关心

170
00:06:19,959 --> 00:06:20,819
这两位政客

171
00:06:20,819 --> 00:06:22,499
国家最重要的人物

172
00:06:22,499 --> 00:06:23,278
嗯

173
00:06:23,278 --> 00:06:24,439
在购买这只股票

174
00:06:24,439 --> 00:06:25,720
因为他们有水晶球

175
00:06:25,720 --> 00:06:26,139
不

176
00:06:26,139 --> 00:06:29,319
这揭示了更大的图景

177
00:06:29,319 --> 00:06:31,000
美国总统

178
00:06:31,000 --> 00:06:33,550
最著名的选股案例

179
00:06:33,550 --> 00:06:36,680
政客和议员同时押注同一只股票

180
00:06:36,680 --> 00:06:38,980
政府刚购入公司10%股权

181
00:06:38,980 --> 00:06:42,879
这说明英特尔对美国未来的重要性

182
00:06:42,879 --> 00:06:45,319
以及某些投资组合

183
00:06:45,319 --> 00:06:47,879
当然不是政客们，因为再次

184
00:06:47,879 --> 00:06:52,579
他们肯定会捐赠或利润给猫舍

185
00:06:52,579 --> 00:06:57,778
现在看看我们的第一个核心支柱

186
00:06:57,778 --> 00:06:59,139
首先是商业方面

187
00:06:59,139 --> 00:07:02,870
暂且抛开政客及其善举

188
00:07:02,870 --> 00:07:03,290
呃

189
00:07:03,290 --> 00:07:05,009
让我们深入看看本质

190
00:07:05,009 --> 00:07:06,629
其实是一家好公司

191
00:07:06,629 --> 00:07:10,750
如果我诚实地查看应用

192
00:07:10,750 --> 00:07:12,089
它告诉我

193
00:07:12,089 --> 00:07:13,560
绝对不是这样

194
00:07:13,560 --> 00:07:14,160
我们目前有

195
00:07:14,160 --> 00:07:16,240
我们现在有100分评分

196
00:07:16,240 --> 00:07:17,920
我们给了13分

197
00:07:17,920 --> 00:07:21,600
纸面数据很糟糕

198
00:07:21,600 --> 00:07:24,639
这个东西简直糟糕透了

199
00:07:24,639 --> 00:07:26,019
它不盈利

200
00:07:26,019 --> 00:07:28,939
只是削减研发支出

201
00:07:28,939 --> 00:07:30,509
这通常不是什么好事

202
00:07:30,509 --> 00:07:32,610
嗯，收入增长是存在的

203
00:07:32,610 --> 00:07:34,709
但同比增长了7%

204
00:07:34,709 --> 00:07:35,769
这简直荒谬

205
00:07:35,769 --> 00:07:37,879
如果你看看英伟达或类似公司

206
00:07:37,879 --> 00:07:40,920
那我为什么要对它感兴趣呢

207
00:07:40,920 --> 00:07:43,970
很简单，因为大资金对此感兴趣

208
00:07:43,970 --> 00:07:45,209
华尔街对此感兴趣

209
00:07:45,209 --> 00:07:46,550
他们正在疯狂买入

210
00:07:46,550 --> 00:07:48,949
我真的需要理解原因吗

211
00:07:48,949 --> 00:07:50,658
说实话你可以

212
00:07:50,658 --> 00:07:52,278
如果只是爱好或小兴趣

213
00:07:52,278 --> 00:07:53,098
你就能得到满足

214
00:07:53,098 --> 00:07:55,850
但这其实没你想的那么重要

215
00:07:55,850 --> 00:07:59,730
现在他们最近做了一件很酷的事

216
00:07:59,730 --> 00:08:02,279
所以你知道我没

217
00:08:02,279 --> 00:08:03,379
我本来不想告诉你的

218
00:08:03,379 --> 00:08:07,000
只需跟随资金流向，视频截断在30秒

219
00:08:07,480 --> 00:08:09,959
他们推出了名为18A的技术

220
00:08:09,959 --> 00:08:11,060
这是孩子的最新

221
00:08:11,060 --> 00:08:12,899
最先进的制造工艺

222
00:08:12,899 --> 00:08:16,100
现在他们宣称

223
00:08:16,100 --> 00:08:17,540
就在刚来的地方

224
00:08:17,540 --> 00:08:20,519
这有什么意义

225
00:08:20,519 --> 00:08:24,560
因为它采用了全新技术

226
00:08:24,560 --> 00:08:25,800
实际上结合了两种技术

227
00:08:25,800 --> 00:08:28,579
一种叫ribbon fit

228
00:08:28,579 --> 00:08:30,459
听起来很奇怪又专业

229
00:08:30,459 --> 00:08:33,529
与晶体管相关

230
00:08:33,529 --> 00:08:37,230
但我不假装理解具体内容

231
00:08:37,230 --> 00:08:39,470
第二种技术叫power via

232
00:08:39,470 --> 00:08:41,960
听起来比前者更重要

233
00:08:41,960 --> 00:08:44,960
甚至去过意大利或学过几分钟拉丁语的人

234
00:08:44,960 --> 00:08:46,200
因为via意为路径

235
00:08:46,200 --> 00:08:48,850
我现在

236
00:08:48,850 --> 00:08:50,049
据我所知

237
00:08:50,049 --> 00:08:54,940
芯片内部的电源线和数据线通常共用

238
00:08:54,940 --> 00:08:55,379
它们就像

239
00:08:55,379 --> 00:08:55,940
你为何在此

240
00:08:55,940 --> 00:08:56,460
你为何在此

241
00:08:56,460 --> 00:08:57,539
这里没有空间

242
00:08:57,539 --> 00:08:58,179
你知道的

243
00:08:58,179 --> 00:09:00,279
我需要空间表达自己

244
00:09:00,279 --> 00:09:00,980
不是那种事

245
00:09:00,980 --> 00:09:01,379
嗯

246
00:09:01,379 --> 00:09:04,259
这就像同时铺设水管和电路

247
00:09:04,259 --> 00:09:05,580
通过同一种

248
00:09:05,580 --> 00:09:07,679
路径或管道

249
00:09:07,679 --> 00:09:09,039
这种power via技术

250
00:09:09,039 --> 00:09:11,320
这让我想吃意大利圣代

251
00:09:11,320 --> 00:09:14,240
将电源转移到芯片的背面

252
00:09:14,240 --> 00:09:18,039
这意味着数据线路拥有更多空间运作

253
00:09:18,039 --> 00:09:19,960
它们能更好地发挥性能

254
00:09:19,960 --> 00:09:22,659
结果是芯片更快更高效

255
00:09:22,659 --> 00:09:26,889
听起来有点聪明又略带技术宅味，似乎没人真正关心

256
00:09:26,889 --> 00:09:28,769
但让我们看看财务数据

257
00:09:28,769 --> 00:09:30,950
因为英特尔是庞大企业

258
00:09:30,950 --> 00:09:32,129
年营收达五十亿美元

259
00:09:32,129 --> 00:09:32,710
没错

260
00:09:32,710 --> 00:09:34,330
但比数字更有趣的是

261
00:09:34,330 --> 00:09:35,830
资金如何分配

262
00:09:35,830 --> 00:09:37,509
因为英特尔并非单一业务

263
00:09:37,509 --> 00:09:42,230
英特尔自认为由三个业务板块组成

264
00:09:42,230 --> 00:09:44,690
业务一为个人电脑

265
00:09:44,690 --> 00:09:46,389
这是英特尔的核心业务

266
00:09:46,389 --> 00:09:46,850
你出门时

267
00:09:46,850 --> 00:09:47,649
购买一台笔记本电脑

268
00:09:47,649 --> 00:09:49,269
上面会标注'英特尔® 猎豹™'

269
00:09:49,269 --> 00:09:51,529
然后你会发现有一台可能十年的旧笔记本

270
00:09:51,529 --> 00:09:53,460
但显然仍有部分人仍在购买二手

271
00:09:53,460 --> 00:09:55,580
数据中心与人工智能业务

272
00:09:55,580 --> 00:09:57,659
这里是营收增长的核心

273
00:09:57,659 --> 00:10:02,529
这里的增长率为百分之二

274
00:10:02,529 --> 00:10:03,629
表现相当不错

275
00:10:03,629 --> 00:10:07,570
因为人工智能发展迅速难以察觉

276
00:10:07,570 --> 00:10:09,149
如果你刚从昏迷中醒来

277
00:10:09,149 --> 00:10:10,470
人工智能

278
00:10:10,470 --> 00:10:11,730
是的

279
00:10:11,730 --> 00:10:13,230
人人都对GPU兴奋不已

280
00:10:13,230 --> 00:10:14,899
这是英伟达的产品

281
00:10:14,899 --> 00:10:17,419
但有人仍需管理整个系统

282
00:10:17,419 --> 00:10:20,389
而这通常是英特尔负责的

283
00:10:20,389 --> 00:10:24,889
业务三是代工业务

284
00:10:24,889 --> 00:10:29,419
这是英特尔为其他公司制造芯片的核心业务

285
00:10:29,419 --> 00:10:32,740
这是增长迅猛的业务

286
00:10:32,740 --> 00:10:35,049
但仍在亏损

287
00:10:35,049 --> 00:10:36,720
这其实没问题

288
00:10:36,720 --> 00:10:40,940
因为新建工厂每座耗资数十亿美元

289
00:10:40,940 --> 00:10:43,100
投产前必然亏损

290
00:10:43,100 --> 00:10:44,879
不过美国政府提供了资金支持

291
00:10:44,879 --> 00:10:45,899
这很有帮助

292
00:10:45,899 --> 00:10:46,919
就像

293
00:10:46,919 --> 00:10:47,379
你知道的

294
00:10:47,379 --> 00:10:50,440
第一年同时开设五家新餐厅

295
00:10:50,440 --> 00:10:51,159
你将会

296
00:10:51,159 --> 00:10:52,340
面临经营压力

297
00:10:52,340 --> 00:10:54,460
但如果餐厅运营良好

298
00:10:54,460 --> 00:10:57,700
第二年就能赚取巨额利润

299
00:10:57,700 --> 00:11:02,100
因此英特尔正在开辟新市场

300
00:11:02,100 --> 00:11:03,659
正如美国人常说的那样

301
00:11:03,659 --> 00:11:05,860
因为我现在已经在纽约待了大约一周了

302
00:11:05,860 --> 00:11:12,580
而英伟达正在训练构建这些聪明的LLM模型

303
00:11:12,580 --> 00:11:13,000
你知道的

304
00:11:13,000 --> 00:11:13,980
辉煌壮丽

305
00:11:13,980 --> 00:11:15,620
这样别人就可以盗用它们了

306
00:11:15,620 --> 00:11:16,100
据称

307
00:11:16,100 --> 00:11:17,950
而英伟达

308
00:11:17,950 --> 00:11:20,009
而这并不会消失

309
00:11:20,009 --> 00:11:21,470
英特尔甚至没有尝试

310
00:11:21,470 --> 00:11:22,250
与它们竞争

311
00:11:22,250 --> 00:11:23,389
英特尔的战略不同

312
00:11:23,389 --> 00:11:24,818
其实相当聪明

313
00:11:24,818 --> 00:11:27,158
他们押注在训练之后的发展

314
00:11:27,158 --> 00:11:28,818
因为一旦模型足够强大

315
00:11:28,818 --> 00:11:30,418
我们不再在意是否微小

316
00:11:30,418 --> 00:11:31,239
稍微快一点

317
00:11:31,239 --> 00:11:32,679
如果他真的在意

318
00:11:32,679 --> 00:11:37,078
那就是以最便宜的方式运行它们

319
00:11:37,078 --> 00:11:41,078
我将从构建模型转向部署模型

320
00:11:41,078 --> 00:11:42,139
运行这些机器人

321
00:11:42,139 --> 00:11:43,739
驱动搜索引擎

322
00:11:43,739 --> 00:11:46,500
AI代理并且需要

323
00:11:46,500 --> 00:11:48,299
仍然需要英伟达制造的部分GPU

324
00:11:48,299 --> 00:11:51,809
但你也需要强大的CPU处理数据

325
00:11:51,809 --> 00:11:52,929
这更便宜

326
00:11:52,929 --> 00:11:55,250
实际上英特尔也在生产CPU

327
00:11:55,250 --> 00:11:55,490
现在

328
00:11:55,490 --> 00:11:57,129
这能说明问题所在

329
00:11:57,129 --> 00:12:00,909
这正是英特尔的传统优势

330
00:12:00,909 --> 00:12:03,470
所以就像赛车运动一样

331
00:12:03,470 --> 00:12:04,509
如果你是赛车爱好者

332
00:12:04,509 --> 00:12:06,070
在下方聊天中讨论赛车

333
00:12:06,070 --> 00:12:07,870
英伟达打造酷炫的引擎

334
00:12:07,870 --> 00:12:11,159
但英特尔是维修团队

335
00:12:11,159 --> 00:12:13,940
赛道和交通管理

336
00:12:13,940 --> 00:12:16,100
随着AI普及

337
00:12:16,100 --> 00:12:20,009
现在需要全部组件再深入探讨

338
00:12:20,009 --> 00:12:21,808
因为你现在可能坐在这里

339
00:12:21,808 --> 00:12:22,230
好吧

340
00:12:22,230 --> 00:12:23,750
这些信息挺有意思的

341
00:12:23,750 --> 00:12:27,639
但真的会影响你的投资决策吗

342
00:12:27,639 --> 00:12:29,600
也许你现在持有大量下跌的股票

343
00:12:29,600 --> 00:12:30,159
且股价为红色

344
00:12:32,279 --> 00:12:35,109
我完全理解 我经历过

345
00:12:35,109 --> 00:12:39,188
我已经制定了接下来90天的计划

346
00:12:39,188 --> 00:12:40,389
事实上直到年底

347
00:12:40,389 --> 00:12:42,970
我甚至写好了详细方案

348
00:12:42,970 --> 00:12:46,070
我清楚接下来三个月该做什么

349
00:12:46,070 --> 00:12:48,110
接下来六个月及以后

350
00:12:48,110 --> 00:12:49,830
而大多数人其实并不

351
00:12:49,830 --> 00:12:51,929
所以我想为你做的是

352
00:12:55,570 --> 00:12:57,850
我现在可以把它发给你PDF文件

353
00:12:57,850 --> 00:12:59,750
但我也知道那样不会有效

354
00:12:59,750 --> 00:13:00,649
因为你只是在阅读

355
00:13:00,649 --> 00:13:01,730
而真正理解不会深入

356
00:13:01,730 --> 00:13:03,379
因为你并不明白为什么

357
00:13:07,440 --> 00:13:11,559
并传授我接下来90天的实际计划

358
00:13:11,840 --> 00:13:16,460
生活 我们将在本周末进行两小时

359
00:13:16,460 --> 00:13:17,659
下方有链接

360
00:13:17,659 --> 00:13:18,679
完全免费

361
00:13:21,700 --> 00:13:23,399
Org ninety day playbook dot

362
00:13:23,399 --> 00:13:23,679
Org

363
00:13:23,679 --> 00:13:24,759
Nine zero day playbook dot

364
00:13:24,759 --> 00:13:24,919
Org

365
00:13:24,919 --> 00:13:26,120
链接在下方描述中

366
00:13:26,120 --> 00:13:28,139
也在第一个评论里

367
00:13:28,139 --> 00:13:29,259
你可以点击链接

368
00:13:29,259 --> 00:13:30,539
领取你的入场券

369
00:13:30,539 --> 00:13:32,799
然后你只需按时参加

370
00:13:32,799 --> 00:13:35,259
我相信是早上八点

371
00:13:35,259 --> 00:13:36,039
东部时间

372
00:13:36,039 --> 00:13:36,720
纽约时间

373
00:13:36,720 --> 00:13:38,720
因为我必须早起准备

374
00:13:38,720 --> 00:13:39,340
嗯

375
00:13:39,340 --> 00:13:40,340
为了帮助你

376
00:13:40,340 --> 00:13:42,879
如果你在苏联

377
00:13:42,879 --> 00:13:43,820
欧洲共和国

378
00:13:43,820 --> 00:13:44,980
或者你身处

379
00:13:44,980 --> 00:13:45,828
你知道的

380
00:13:45,828 --> 00:13:47,169
我不太确定

381
00:13:47,169 --> 00:13:49,049
我觉得可以适用于英国

382
00:13:49,049 --> 00:13:49,490
呃

383
00:13:49,490 --> 00:13:51,529
但你知道那个岛曾经辉煌

384
00:13:51,529 --> 00:13:52,370
就是那个

385
00:13:52,370 --> 00:13:52,610
如果你在

386
00:13:52,610 --> 00:13:53,289
如果你也在那里

387
00:13:53,289 --> 00:13:54,090
你也可以加入

388
00:13:54,090 --> 00:13:55,639
因为它会适配你的时间

389
00:13:55,639 --> 00:13:58,210
但我想更深入地为你讲解

390
00:13:58,210 --> 00:14:01,889
理解所有支柱至关重要 我们不能只做一项

391
00:14:01,889 --> 00:14:03,409
我们会加快完成第二和第三项

392
00:14:03,409 --> 00:14:04,529
我会少说一些

393
00:14:04,529 --> 00:14:06,149
废话

394
00:14:06,149 --> 00:14:10,200
这很重要 因为大多数YouTube视频只讲好的部分

395
00:14:10,200 --> 00:14:11,299
这非常危险

396
00:14:11,299 --> 00:14:12,639
如果你要投入真金白银

397
00:14:12,639 --> 00:14:13,960
你需要了解可能出现的问题

398
00:14:13,960 --> 00:14:15,279
你需要理解其中的风险

399
00:14:15,279 --> 00:14:17,929
然后你需要了解何时出售

400
00:14:17,929 --> 00:14:19,809
如果这件事不成功

401
00:14:19,809 --> 00:14:21,610
所以可能出现什么问题呢

402
00:14:21,610 --> 00:14:26,600
这些人必须完美执行这项极其复杂的

403
00:14:26,600 --> 00:14:28,629
需要复杂的科技支持

404
00:14:28,629 --> 00:14:32,929
制造复杂的计算机芯片可以说是世界上最复杂的事

405
00:14:32,929 --> 00:14:33,419
嗯

406
00:14:33,419 --> 00:14:38,720
或许除了发射火箭到太空外几乎可以说是极其极其极其

407
00:14:38,720 --> 00:14:41,500
他们还有竞争对手因为想要成为大型晶圆代工厂

408
00:14:41,500 --> 00:14:41,820
嗯

409
00:14:41,820 --> 00:14:43,460
台积电已经做了三十年

410
00:14:43,460 --> 00:14:48,870
英伟达曾测试英特尔的制造流程并表示态度冷淡

411
00:14:48,870 --> 00:14:49,269
它

412
00:14:49,269 --> 00:14:51,070
但这并不意味着英特尔就此失败

413
00:14:51,070 --> 00:14:53,750
但这说明赢得这类客户非常困难

414
00:14:53,750 --> 00:14:54,419
信任

415
00:14:54,419 --> 00:14:56,279
他们还在持续亏损

416
00:14:56,279 --> 00:14:56,840
这

417
00:14:56,840 --> 00:14:57,379
呃

418
00:14:57,379 --> 00:14:57,799
嗯

419
00:14:57,799 --> 00:14:58,179
我的意思是

420
00:14:58,179 --> 00:14:59,019
政府会这样做

421
00:14:59,019 --> 00:15:00,879
但英特尔还不能印钞

422
00:15:00,879 --> 00:15:03,899
尽管他们获得了政府部分资金

423
00:15:03,899 --> 00:15:06,539
然后他们还要对抗英伟达

424
00:15:06,539 --> 00:15:07,480
在人工智能领域

425
00:15:07,480 --> 00:15:11,528
在GPU领域、AMD的CPU和台积电的代工业务

426
00:15:11,528 --> 00:15:13,688
他们同时面临所有这些强劲对手

427
00:15:13,688 --> 00:15:14,568
同时进行

428
00:15:14,568 --> 00:15:17,590
所以我不是说这家公司一定会赢

429
00:15:17,590 --> 00:15:18,549
我说的相反

430
00:15:18,549 --> 00:15:21,889
存在催化剂

431
00:15:21,889 --> 00:15:27,250
当我一年多前八月分析英特尔时

432
00:15:27,250 --> 00:15:29,549
我们看到了完美的教科书式模式

433
00:15:29,549 --> 00:15:30,750
是的我会向你解释

434
00:15:30,750 --> 00:15:31,789
如果你加入我在

435
00:15:31,789 --> 00:15:33,029
周六的直播培训中

436
00:15:33,029 --> 00:15:35,460
因为需要花些时间详细解析

437
00:15:35,460 --> 00:15:38,849
我们四月二十六日这里还有一个案例

438
00:15:38,849 --> 00:15:42,328
我现在看到同样的模式再次出现

439
00:15:42,328 --> 00:15:42,849
但同样

440
00:15:42,849 --> 00:15:44,609
真正重要的是了解价格

441
00:15:44,609 --> 00:15:45,379
我们关注的价格

442
00:15:45,379 --> 00:15:46,179
我们想要买入的位置

443
00:15:46,179 --> 00:15:46,899
我们想要卖出的位置

444
00:15:46,899 --> 00:15:48,419
我将透明展示

445
00:15:48,419 --> 00:15:50,460
每周我会发布一份清单用于

446
00:15:50,460 --> 00:15:51,340
教学目的

447
00:15:51,340 --> 00:15:53,129
我的学生们可以看到这一点

448
00:15:53,129 --> 00:15:55,830
你知道我们有一个e134的条目

449
00:15:55,830 --> 00:15:56,330
抱歉

450
00:15:56,330 --> 00:15:57,309
136号

451
00:15:57,309 --> 00:16:01,850
然后我们在115或97处设置了止损点

452
00:16:01,850 --> 00:16:05,240
这非常取决于你的风险承受周期

453
00:16:05,240 --> 00:16:06,919
这些不是我的推荐

454
00:16:06,919 --> 00:16:09,230
这不是针对这些价格的卖出建议

455
00:16:09,230 --> 00:16:10,289
你必须理解

456
00:16:10,289 --> 00:16:13,110
你投资组合中的全面风险管理

457
00:16:13,110 --> 00:16:13,870
你的资金现状

458
00:16:13,870 --> 00:16:17,509
以及你已对芯片和科技等领域的暴露程度

459
00:16:17,509 --> 00:16:20,220
因为很可能你已经持有了一些英特尔股票

460
00:16:20,220 --> 00:16:21,919
或者至少是其竞争对手

461
00:16:21,919 --> 00:16:23,179
通过你的指数基金

462
00:16:23,179 --> 00:16:25,740
养老金组合等一切投资

463
00:16:25,740 --> 00:16:27,580
但这里有一个非常美丽的地方

464
00:16:27,580 --> 00:16:35,188
在我看来，美国政府将继续支持国内半导体制造业

465
00:16:35,188 --> 00:16:38,668
因为他们在本土需要这个

466
00:16:38,668 --> 00:16:40,659
就像看看这场战争

467
00:16:40,659 --> 00:16:41,080
你看

468
00:16:41,080 --> 00:16:43,850
那架被击落的飞机周围有飞行员

469
00:16:43,850 --> 00:16:45,210
美国飞行员 thankfully 无恙

470
00:16:45,210 --> 00:16:45,750
他说

471
00:16:45,750 --> 00:16:47,690
一些奇怪的无人机群朝他飞来

472
00:16:47,690 --> 00:16:48,750
看起来像水母

473
00:16:48,750 --> 00:16:49,990
对了，不是

474
00:16:50,690 --> 00:16:54,909
这就是他在那些芯片无人机中看到的画面

475
00:16:54,909 --> 00:16:55,190
在这些无人机里

476
00:16:55,190 --> 00:16:57,190
所有无人机都由AI系统操控

477
00:16:57,190 --> 00:16:59,919
这实际上关乎国家安全

478
00:16:59,919 --> 00:17:00,639
有点像一个议题

479
00:17:00,639 --> 00:17:01,200
这不是一个

480
00:17:01,200 --> 00:17:02,779
让我们造更好的笔记本

481
00:17:02,779 --> 00:17:06,220
因为它很重要，所以我们有10%的政府持股

482
00:17:06,220 --> 00:17:09,019
这为该股票提供了支撑

483
00:17:09,019 --> 00:17:10,460
对吧嗯

484
00:17:10,460 --> 00:17:12,880
拜登的芯片法案正在注资

485
00:17:12,880 --> 00:17:16,650
这就是他们获得10%持股的原因

486
00:17:16,650 --> 00:17:18,730
佩洛西持有看涨期权

487
00:17:18,730 --> 00:17:19,509
不同阵营

488
00:17:19,509 --> 00:17:23,519
都参与其中，当然他们可能接触到

489
00:17:23,519 --> 00:17:26,230
那些分配资金的委员会

490
00:17:26,230 --> 00:17:26,589
或者

491
00:17:26,589 --> 00:17:28,670
国防开支或政府开支

492
00:17:28,670 --> 00:17:29,990
当然他们不会这么用

493
00:17:29,990 --> 00:17:31,670
但假设说

494
00:17:31,670 --> 00:17:36,269
这可能在某种程度上潜移默化地影响

495
00:17:36,269 --> 00:17:36,450
比如

496
00:17:36,450 --> 00:17:40,130
佩洛西或者掌管特朗普信托的人

497
00:17:40,130 --> 00:17:40,289
谁啊

498
00:17:40,289 --> 00:17:41,769
当然不会和他说话

499
00:17:41,769 --> 00:17:43,049
他们根本不敢这么做

500
00:17:43,049 --> 00:17:47,569
这说明了潜意识运作的一些规律

501
00:17:47,569 --> 00:17:49,269
我觉得我们已经说清楚了

502
00:17:49,269 --> 00:17:50,049
那我们现在有什么

503
00:17:50,049 --> 00:17:52,710
基本面在改善

504
00:17:52,710 --> 00:17:54,240
但还不够显著

505
00:17:54,240 --> 00:17:56,400
确实存在一些风险和执行问题

506
00:17:56,400 --> 00:17:59,619
但催化剂就是政府的担保

507
00:17:59,619 --> 00:18:00,500
这该死的东西

508
00:18:00,500 --> 00:18:01,279
那我们该怎么办

509
00:18:01,279 --> 00:18:03,449
如何投资这样的标的

510
00:18:04,829 --> 00:18:05,869
一般来说

511
00:18:05,869 --> 00:18:07,690
我绝不会持仓

512
00:18:07,690 --> 00:18:10,549
初始仓位超过一到五个百分点

513
00:18:10,549 --> 00:18:11,430
绝对不做

514
00:18:11,430 --> 00:18:13,619
因为风险实在太大

515
00:18:13,619 --> 00:18:17,079
然后我会制定明确的退出计划

516
00:18:17,079 --> 00:18:18,279
完全自动化

517
00:18:18,279 --> 00:18:19,940
在特定价格卖出

518
00:18:19,940 --> 00:18:23,279
锁定利润或小额亏损

519
00:18:23,279 --> 00:18:24,539
避免大幅亏损

520
00:18:24,539 --> 00:18:26,219
在我看来

521
00:18:26,219 --> 00:18:29,378
所有基本面都极其漂亮

522
00:18:29,378 --> 00:18:30,338
非常诱人

523
00:18:30,338 --> 00:18:31,618
让人忍不住阅读和关注

524
00:18:31,618 --> 00:18:32,460
有点像

525
00:18:32,460 --> 00:18:33,539
挺有意思的

526
00:18:33,539 --> 00:18:37,480
但最终我关注的是股价走势规律

527
00:18:37,480 --> 00:18:39,980
一旦突破这些模式

528
00:18:39,980 --> 00:18:42,420
我就感兴趣并告诉你原因

529
00:18:42,420 --> 00:18:45,299
因为我们之前见过这种模式

530
00:18:45,299 --> 00:18:48,670
机构资金大量涌入时大幅突破

531
00:18:48,670 --> 00:18:51,589
或者回溯到去年八月的视频

532
00:18:51,589 --> 00:18:53,470
我不是说一定会发生

533
00:18:53,470 --> 00:18:56,619
但存在较高可能性

534
00:18:56,619 --> 00:18:59,690
因此可能想参与其中

535
00:18:59,690 --> 00:19:00,869
正如这里所见

536
00:19:00,869 --> 00:19:02,930
当时有大量机构买入

537
00:19:02,930 --> 00:19:05,029
而我们在此处突破

538
00:19:05,029 --> 00:19:06,990
当天买入量激增

539
00:19:06,990 --> 00:19:08,109
我知道这是红烛线

540
00:19:08,109 --> 00:19:09,410
但这有点迷惑

541
00:19:09,410 --> 00:19:11,690
其实这是看涨烛线

542
00:19:11,690 --> 00:19:14,089
虽然有些人难以理解

543
00:19:14,089 --> 00:19:17,730
到目前为止我在做什么

544
00:19:17,730 --> 00:19:20,259
什么都没做 但已列入观察列表

545
00:19:20,259 --> 00:19:22,299
已列入潜在持仓列表

546
00:19:22,299 --> 00:19:23,839
我其实真的很喜欢

547
00:19:23,839 --> 00:19:27,259
我只是觉得我的智能订单还没触发

548
00:19:27,259 --> 00:19:27,670
然而

549
00:19:27,670 --> 00:19:28,309
也许还没到

550
00:19:28,309 --> 00:19:28,730
确实还没

551
00:19:28,730 --> 00:19:29,509
其实并不确定

552
00:19:29,509 --> 00:19:29,829
为什么

553
00:19:29,829 --> 00:19:31,210
因为我是在周日设置的

554
00:19:31,210 --> 00:19:32,289
当市场休市时

555
00:19:32,289 --> 00:19:33,890
而且我平时也不怎么查看

556
00:19:33,890 --> 00:19:35,509
因为根本没区别

557
00:19:35,509 --> 00:19:36,839
就像我盯着一张照片

558
00:19:36,839 --> 00:19:37,940
不会改变什么

559
00:19:37,940 --> 00:19:39,480
我已经做足了功课

560
00:19:39,480 --> 00:19:40,960
这正是我周末想做的事

561
00:19:40,960 --> 00:19:43,240
我会教你如何做到这一点

562
00:19:43,240 --> 00:19:45,650
以及如何建立书面信心

563
00:19:45,650 --> 00:19:46,890
快乐计划

564
00:19:46,890 --> 00:19:51,650
现在你的风险管理超级严密

565
00:19:51,650 --> 00:19:54,170
这样大幅亏损几乎不可能

566
00:19:54,170 --> 00:19:56,190
这简直是易如反掌

567
00:19:56,190 --> 00:19:57,349
对我来说教给你

568
00:19:57,349 --> 00:19:58,529
然后第二步我们来看

569
00:19:58,529 --> 00:20:02,259
如何找到像这个一样走势完美的股票

570
00:20:02,259 --> 00:20:04,039
因为赚钱确实很爽

571
00:20:04,039 --> 00:20:04,440
不是吗

572
00:20:04,440 --> 00:20:06,359
赚钱是一件很美妙的事

573
00:20:06,359 --> 00:20:07,630
嗯

574
00:20:07,630 --> 00:20:08,710
你知道它在上涨

575
00:20:08,710 --> 00:20:09,750
上涨得非常漂亮

576
00:20:09,750 --> 00:20:10,630
如果你持有

577
00:20:10,630 --> 00:20:10,970
嗯

578
00:20:10,970 --> 00:20:12,930
在纽约市啊

579
00:20:12,930 --> 00:20:15,019
这里和欧洲相比

580
00:20:15,019 --> 00:20:17,179
大概贵三倍

581
00:20:17,179 --> 00:20:18,398
这让我意识到

582
00:20:18,398 --> 00:20:18,618
是啊

583
00:20:18,618 --> 00:20:19,118
你你

584
00:20:19,118 --> 00:20:19,959
你真的得

585
00:20:19,959 --> 00:20:21,419
你得在这里投入资金

586
00:20:21,419 --> 00:20:22,579
还要保护它

587
00:20:22,579 --> 00:20:23,420
你带来的资金

588
00:20:23,420 --> 00:20:24,500
必须好好保住

589
00:20:24,500 --> 00:20:25,220
必须让它增长

590
00:20:25,220 --> 00:20:26,500
必须悉心培育

591
00:20:26,500 --> 00:20:28,339
必须像经营生意一样对待

592
00:20:28,339 --> 00:20:31,089
因为你的投资组合就是你的事业

593
00:20:31,089 --> 00:20:32,329
你就是钱经理

594
00:20:32,329 --> 00:20:33,869
这是你的全职工作

595
00:20:33,869 --> 00:20:35,670
除非你学会用技能来操作

596
00:20:35,670 --> 00:20:37,309
你大概一个小时或两小时就能完成

597
00:20:37,309 --> 00:20:38,470
所以如果你想学习提升

598
00:20:38,470 --> 00:20:42,190
快来加入我的90天行动手册官网

599
00:20:42,190 --> 00:20:44,940
大概就是明天左右

600
00:20:44,940 --> 00:20:46,720
我觉得等这个视频发布时

601
00:20:46,720 --> 00:20:49,269
我会教你

602
00:20:49,269 --> 00:20:50,430
你可以问我所有问题

603
00:20:50,430 --> 00:20:51,390
你一直想问我的问题

604
00:20:51,390 --> 00:20:52,380
因为这将改变你的生活

605
00:20:52,380 --> 00:20:53,819
准时到场就好

606
00:20:53,819 --> 00:20:54,299
准时出现

607
00:20:54,299 --> 00:20:55,339
这些房间可能会满员

608
00:20:55,339 --> 00:20:56,140
然后你就进不去了

609
00:20:56,140 --> 00:20:57,019
我们只是有点烦人

610
00:20:57,019 --> 00:21:00,099
祝你取得巨大成功

611
00:21:00,099 --> 00:21:04,089
祝你未来的投资之旅美好

612
00:21:04,089 --> 00:21:07,490
让它对你来说更有趣且更少挫折

613
00:21:07,490 --> 00:21:08,930
因为我经历过并深知这一点

614
00:21:08,930 --> 00:21:13,009
我看到那些理解其中原理的人发生转变

615
00:21:13,009 --> 00:21:14,250
现在掌握这些技能

616
00:21:14,250 --> 00:21:15,990
从而做出更好决策

617
00:21:15,990 --> 00:21:19,579
更有信心并更轻松地达成更好结果

618
00:21:21,400 --> 00:21:26,019
刚刚完成了一份机密调查

619
00:21:26,019 --> 00:21:32,079
他们所说的内容应让每位美国投资者警觉

620
00:21:32,079 --> 00:21:32,380
但

评论采集失败

采集完成，该视频无弹幕