저자: 미상 · 외국인
요약 보기
채널 운영자는 미국 주식 시장이 단기적으로 안정적이라고 보나 무역 협상 등 변수로 급락 가능성도 언급한다. 미국 신규 상장(IPO) 교육 상품을 홍보하며 원전·저경제 등 테마를 강조한다. 마이크론은 실적 발표 후 하락 가능성을 언급하며 PER 과열을 지적한다. 엔비디아 관련 AI 실적은 긍정적으로 평가하나 주가는 제약될 수 있다고 본다. 국내 주식에서는 단기 과열 테마(캐릭터·IP 관련)에 대한 투기 우려를 제기한다.
다듬은 글
Hello, welcome to my land photo does not win, I am, the content of our analysis of today's video, is purely personal insight is not enough to complete the term, today is June 11, 2025 Ah Wednesday Okay, so ah this week for now is a stable vagina and a height, but you see it is obvious, every day after this draw high, ah, there is a day to go Send to such an index ah, is this one such a structure, well, although overall, is stable, better to hear called stable so good, but not very good to say, is for some like to speculate on the wave of speculation in this so in the network ah, is also a bit full of framework, so this one ah is my viewpoint and perspective ah flat For certain shares to do options are a good thing to come so yeah coming June it depends on this one, so we have passed it in the channel, but here I think I myself, the chances of bigger electricity, are relatively less.
Unless we wood again, is between China and the United States, about trade negotiations fired, because we all know that they are now on the side of Dun now are talking about it and this is not oh well ah understand, there are many retail investors in the US stock market, every day ស heartfelt this means that the US stock market collapse like this but honestly ah except the trade war ah sad, even in the short term Is it possible to shock stall or that kind of downward explosion force, in fact, relative to before, it can't be said on the same day, ah you look at the 2 quarterly results, ah you can hardly tell him , how to fall sharply, is it because of the vast majority of the company's results, especially the shares, really perform well , really do not feel particularly offended by the United States This customer economy is very bad should be to fall so actually we have seen some corporate facts such as say or eh, top frame right this is wrong height, so two yeah are big stocks , ic should be the old belt of the seven sons , rising to such a point is not okay, so you mean basically targeted and targeted yeah this so I myself time is that rather than it is here to do it is better to seek rationality to see some is political , this one Hakka, objectively face the fact that the US stock market is close, it's good, okay, so since recently the US stock is lenient frame , so ah, in addition to the farm's version of myself, there is no second strength I think the appearance of two, the first is the US stock market, the US stock market new stock listing trend we see ah recently for the big parents and the second largest stable stable closed issuer the shares are in a very short time, are over zero months or even a few days the stock is from the low level has risen up to nearly 4 to 4 times ah talking about 4 to 4 times right, really can not be laughed at if you know how to participate To ah ah so ah this the following so ah some of them in time, US stock new stocks ah, look at the situation of its queue for listing, there is a big opportunity , and another theme frame is energy and the new economy, we are not talking about the previous talk about old save what new oh, but talking about yeah is willing, so there are new economic drones There are these boards, which ones, it is worth noting this, the real system, how should be judged?
And we go back to the final US stock IO, in fact, I know, many investors in Hong Kong, for this US stock o is remembering desire, and want to participate, but not familiar with it, so ah therefore I will choose to break this time. There is also the only time ah, in public speaking yeah, for you to solve the US stock exclusive, with my experience in the US IPO over the years to dismantle for you , so so if you want to seize this opportunity to learn to learn and practice, then sign up now, participate in our latest investment together to solve the US stock about IPO, nuclear energy and low economy three super races OK, okay so, we have such an exciting one is to say after this, we are a bit of shares, just now we just mentioned ah eh, Micros and and ர்கள் left top of so yeah Because after the results were announced, it has a certain decline so, we share share the results to be honest, the so-called good or bad, I would think it is all exactly in the industry which price announced, but I say if he announced under two hundred dollars, click this results to say , scared, that will stimulate will continue to rise .
So but unfortunately, it from high and low, is that extremely perverted, the time of the month from four or five days of 130 dollars to four or five days of 260 dollars so that is just right is nearly 100 return, so under such circumstances, announce this E1 results into not completely perfect results , so there is some is, the so-called return pressure is the second of this business The increase in profits, of course, is due to the low relationship.
So this performance, on the surface, it's quite good, but if you turn it into full-year earnings, it's actually compared to the current earnings ratio, even if there is no TTM market penalty rate of 91 times as high as you see the quote machine, but there are four or five times this, so ah, this one such a market relative rebound, there are quite a few daily prices right now For example, we see the overall business includes the AI and AI hybrid semiconductor business of Zhonghe's business this revenue growth is only 17 right 㖞 it's just yes yeah Minister AIchi is there are four per except this % part accident this his comparison business also includes his other infrastructure software package revenue is actually benefiting from the growth 25 VM this new business of the tie ji so in the overall conclusion I will think it in the results this especially AI my performance, so it is also received a lot of large customers of the custom, eh a new video, so and this Google.
As a big client of his, recently is significantly increasing his capital opening, and also for his so-called video about an AI this that help is relatively greater, but not one shot of the business is helping do not know this trend should Ida get a core U of itself, but AI manufacturing, is only a part of a performance is not its performance relative to the whole business Drag it must that share value of, at least to say that the share this rise to now this price level also this share value is going to be subject to certain constraints so if this price does this, the level of this I will tandem is relatively more limited OK so we see if there will be some so good intervention machine.
So after we talk about this result, we can also turn over the market again. Well , actually you guys are very obvious, seeing that I have always been relatively good to his plays, and he is at an extremely strong level, so he thinks his extremely strong, is actually a kind of value-heavy performance , the value-heavy trigger is in the last period of results, his market expectations, analysis expectations, the only problem is to increase the growth per the, you need a volume of such a large base, it can still grow into a definitely can be called a is high a and of growth come so yeah, so yeah this one is also a heavy, a stock of restart of, heavy a start, so and entered is further is fast growth cycle it, so and ah in AI also proved to be, very useful for it .
Whether it's in it, the so-called use of it, and it's in the article, it's about the growth of AI text calculations, in fact, it fully proves that AI is a help to his hot industry, the cash flow of Jin Pocket, is really helpful, so in the end we will be very frank about it Stock highs and lows, in the US stock, now belongs to the easiest one, so it is easy to understand what its high-end is the price of, so but the problem, even if I would think that the owner believes that the price asks the high-end is good, I think if it is below it, is very happy, is already very happy, is holding the investor, I will sincerely let everyone, I will sincerely let everyone Yeah, and should most of the goods, because so they continue to have down sincerely this is the midfield line maybe, again is later, the stock price will have further surprises for you , I would think it is completely unsurprising, so we're done with the US stocks let's talk about the HK stocks, so yeah HK stocks, recent themes, and are perverted BMW yeah, since the day is like this, so so ah also becomes the market of the so-called the focus of this is first of all, is this one general also have to state first.
So yeah now close, here there is a data this can be seen eh, actually the so-called moment do not know now now in the market yeah the whole market economy to its degree of madness, from the following this very funny data can be seen, yes it 2 months, that is from April yeah in the world of the Internet search volume is even beyond our phantom data , historical dog of, so-called loOK, ello Kitt the search other d data this, months HelloKitty right, so so you can see this general this popular degree of wind this to how strong it so, but this river ring wind this in my lake experience this I will also that is a little it, dare not cold water of where dare it , the stock price rise this so strong is a little other actually want this reality Home is in து purely a sincere purpose factor more forbidden is how much this is purely for speculation factors here OK so yeah we know it is some special version of the special edition of the degree of speculation is quite intense is irritating to this even if there are For example, some people board are used to these are the so-called doll speculation yeah, even I am not angry speculative people Speculation, are beginning to feel even out to speak , feel that they these speculators see the lake experience will feel that it seems over the price speculated is profitable, this time this in his land of Kaohsiung believes that this, this situation is not going to last too long, so we have to try the ball And when the hot process of speculation is falling back, and the boss said ah even so , do you see every 1 day so this, he has this brand's success is not because he spends this, but that after a period of wind, and will enter a certain search after that, see if there is some second D activity, or there is some movement or product promotion and make it 3 a new peak With so many peaks, a brand of line nine actually exists like this.
You see whether it or many Disney classic brands, for example, when it comes to the old, the apparent famous mouse, or the duck so you say to dew. But people's IP brand can maintain so long, you can see the life force created we are in the headquarters and it , we after the rich, we will have a better year of God's used to see small , heart preparation, is when his to return, exactly for the sales test exactly how it, this is what we must face.
So yeah in the end is that actually I think in this one company in Pumant this to the ground, always a eh depend on a too important brand will have a certain risk of, you see, there are actually many yeah some is now the Wan's some brands of DreamWorks' manufacturing boxes, so included in the United States is Disney, and this one is [ __ ] that is created in Japan a lot of this is the so-called South , and regularly will burst into some new ones, and then go to support their own company's cash flow and that thing so, we say this, but this , can it mean that it will always support the company, if in case there is no new IP brand, then will not affect the company right after development, so how many of these shares have to be behind the price immediately To understand this thing so finally, let's say it, according to the market's focus eh, that is very horse ter its market is mostly almost ten times the market rate of so we can see fifty times the market rate, but it will not grow again , so if again out of the ground growth, then maybe there is a stock today is not too expensive, so but it turns out that they have ξ technical thinking Video this temporarily remember to subscribe to the comments and this like so yes if you are especially for the very market in the United States is, itself is already very interested in the frame is very interested in learning then ah and want to learn some of the emerging races oh for example, very few people publicly his in-depth comments of the right or low economy if you want to know everything, we do not miss this Here's to say it, click on the link to sign up, if you don't want to miss it , well, I'm J see you next time
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