我实际上持有 MEU，这让事情稍微容易一点。所以我在交易其他东西，我在教学，我在做辅导，我在接受采访。所以 MEU 稍微好处理一些。你知道，显然你得下更大的仓位才能赚钱。所以这是一只 ETF。
是的，按百分比来说它是不一样的。所以，我持有这个，我可能会加仓，昨天买得不错，呃，MEU 这里的低点是 29.66。所以，如果你想在那里放 2966，那是个不错的位置。
I am actually in MEU which which makes it a little bit easier. So I'm trading other things and I'm teaching and I'm coaching and I'm getting interviewed. So MEU is a little easier to handle.
You know, obviously you have to take more size to make money. So this is an ETF. Yes, percentage- wise it's it's different. So, I'm in this and I'll probably add had a good buy yesterday and uh this low here for MEU is 29.66.
So, if you want to put 2966 there, um that's a good spot.
今年早些时候我们对Salesforce和Microsoft做过这件事，现在我们对Airbnb、Booking以及其他一些股票也在这么做。
We did that earlier this year with Salesforce and Microsoft, and now we're doing it with Airbnb, Booking and some other stocks.
我们来稍微谈谈Booking，之前我们的一位嘉宾也讨论过它。完全披露一下，我自己也持有这家公司的股票，但它似乎受到人工智能的影响，至少看起来是这样。
Let's talk a little about Booking, as one of our guests discussed it previously. It is a company in which I also own shares , with full disclosure, but it appears to be influenced by artificial intelligence, or at least that's how it seems.
你对 Micron 的财报是乐观还是悲观？我们明天会看一下预期波动，因为他们明天会公布业绩，这很令人兴奋。
Are you optimistic or pessimistic about Micron's earnings? We will take a look at the expected move tomorrow, because they will announce their results tomorrow, and that is exciting.
我们会看 MU 指数，但鉴于财报公布日期临近，我们也会看一下 SPX 指数。
We will be looking at the MU index, but given the approaching earnings announcement date , we will also take a look at the SPX index.
Kagra 继续走低，各位。所以这大概是与他们财报相关的定价压力。Kagra 这里可能就没那么好了。再想想，投入成本，食品和能源，对吧？Kagra 得把它的电视晚餐之类的东西运到商店。
这些成本在上涨。食品成本在上涨。一份电视晚餐你能提价多少，人们才会开始说：“嘿，听着，我自己做算了。”或者尽量凑合。所以我认为 Kagra 面临很大的通胀压力。
Kagra continuing to come lower here, guys. So again, this is probably pricing pressure in related to their earnings. Kagra maybe not so good here. And again, if you think about it, the input cost, food and energy, right?
I mean, Kagra's got to ship all its TV dinners or whatever it is to to stores. Those costs are going up. The cost of food is going up. How much can you raise the price of a TV dinner before people start just saying, "Hey, listen.
I'm just going to cook it myself." Um, or do the best I can. And so I think there's a lot of inflation pressure on Kagra.
但话说回来，Micron 将在收盘后公布财报，我们只能拭目以待，看看会发生什么。
Um, but again, with Micron earnings after the bell, we'll have to watch and see what happens.
最后说说 Micron。Micron 今天看起来会小幅高开。今天它将在收盘后公布财报。这大概是近几周来最重要的一份财报。因为它现在是一家市值万亿美元的公司，而且它是 Micron，人人都知道 Micron。
上行方面，如果财报推动股价上涨，在 1150 处有一个缺口待回补，那将是重要阻力位。下行方面，我会关注这条趋势线。看看这条漂亮的上升趋势线，就在 1000 略下方。所以那条是阻力，下面那条是支撑。这些将是我现在正在关注的盘后关键价位。
Lastly, Micron. Micron looks to be opening slightly higher today. Today it will report earnings after the bell. This is probably the biggest earnings report we've had in weeks at this point.
Um because it's a trillion dollar company now and it's Micron. Everyone knows Micron. Upside. If we rally on earnings, there's a gap fill at 1150. That would be major resistance.
On the downside, I'd be watching this trend line. Look at this beautiful ascending trend line just below a,000. So those are that's resistance and the one below is support. Those will be in the after hours levels that I'm toning in on now.
我们将 Moderna 视为一个“卖出”标的。花旗今天给予其“卖出”评级。此前 Moderna 近期表现强劲，得益于一些积极的试验结果。他们将其评级从“中性”下调至“卖出”。与此同时，他们上调了该股的目标价，但仅上调至 80。
这是从 60 上调而来。因此，在今天之前，他们的展望并不十分乐观。这意味着较昨日收盘水平有超过 60% 的潜在下跌空间。
We view Moderna as a "sell" product. Citigroup gave it a "sell" rating today. This comes after Moderna's recent strong performance, thanks to some positive trial results . They have downgraded its rating to "Sell" from " Neutral".
At the same time, they raised the target price for the stock, but only to 80. This is a rise from 60. So, their outlook wasn't very positive before today. This means a potential drop of more than 60% from yesterday's closing levels.
还有一些公司被认为会因人工智能或自动驾驶而发生革命性变化，比如Uber。我认为这些领域确实存在，而这是一个极其有意思的标的。你为一家年增长20%至30%的公司支付的价格低于市场价。
There are other companies where artificial intelligence or self-driving is expected to revolutionize them, such as Uber. I think there are fields, and that's an incredibly interesting name.
You are paying less than the market price for a company that is growing at 20-30% annually.
轻松获利就是把 Tesla 和 SpaceX 拿来比较。
Easy profit is asking Tesla vs. SpaceX.
很长一段时间里，我并不热衷于交易 Tesla 股票，但我相信它的长期增长。我也相信 SpaceX 和 Tesla，而且我认为它们拥有的技术很有意思。
For a long time, I wasn't keen on trading Tesla stock, but I believe in its long-term growth. I also believe in both SpaceX and Tesla , and I think the technology they have is interesting.
另一方面，针对这两家公司的负面论点是，这些技术人人都能获得，而且 Elon Musk 的离开会导致它们的股价随时间下跌。
On the other hand, the negative argument against the two companies is that the technology is available to everyone, and that Elon Musk's departure will cause their stock price to fall over time.
数据截至 9 月 30 日
按股票查看全部 →Meet Kevin 对 $NVDA 的判断，从第一次到最近一次。
