$BA · T3 Live · 2026-10-28
Boeing 是当前走势最破的股票，违反了说话者的所有规则，因此他不买入，也不认可基于订单积压的看多逻辑。不过，若把它放在 IRA 里持有、且不需要靠它在10月至11月获取收益，那就是另一回事了。
逐段跳播
他说：“红狗，我在买 Boeing。”我说：“你在买 Boeing？”我说：“你买 Boeing 到底在干什么？那是市面上走势最烂的股票。”他说，我不在乎。他说，他们 backlog 这个，backlog 那个。
我说，好吧，我想如果你懂技术面，就在这里出，或者在这里出，或者在这里出，对我来说，这不是我的风格。我不做。但如果你有 IRA，你想把 Boeing 放进你的 IRA，而且你 10 月、11 月不需要用钱，那就是另一回事了。它打破了我所有的规则。
He's like, "Red dog, I'm buying Boeing." I'm like, "You're buying Boeing?" I'm like, "What the hell are you doing buying Boeing? the most broken stock out there. He goes, I don't care.
He's like, they're backlog this, they're backlog that. I'm like, well, I guess if you know technically get out here or get out here or get out here, to me, it's not my style. I'm not doing it.
But if you have an IRA and you and you want to put Boeing in your IRA and you're not getting paid in October, November, that's a different story. It breaks all my rules.