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📉 泡泡瑪特 (09992.HK):績後股價大跌,究竟是業績真的「爆雷」,還是市場預期過高?我們深入拆解財報中的增長隱憂與存貨數據。🛢️ 中國海洋石油 (00883.HK):派息與母公司增持力道不如預期,讓市場大失所望。在能源價格暴升下,中海油的長線價值及 2026 業績預期如何重新定價?💊 英矽智能 (03696.HK):AI 藥物研發領頭羊!解析其研發管線 (Pipeline) 的最新進展,以及與巨頭禮來 (Eli Lilly) 的重量級合作協議對估值的影響。#2026金融解析 #港股業績 #泡泡瑪特 #09992 #中海油 #00883 #英矽智能 #03696 #AI製藥 #投資理財
- 美伊戰爭衝擊:伊朗核心領導層被獵殺 - 霍爾木茲海峽封鎖,油價暴升通脹重燃 - 加息預期壓低金銀價格 - 日韓股市走勢分析 - 大跌市下的投資心態與操作策略#2026金融市場解析#美伊戰爭#油價飆升#通脹重燃#加息預期#金銀價格#日韓股市#股市大跌#投資心態#Podcast金融解析
- 自民黨眾議院大勝,軍國主義復興的可能性- 全球加軍費勢在必行,日本軍工股受惠- 利率正常化趨勢下的金融市場走向- 銀行股焦點:三菱銀行、住友銀行、福岡金融、日本郵政- 國土強韌化政策下的四大建築商前景#2026金融市場解析#日本金融市場#自民黨大勝#軍國主義復興#全球軍費#利率正常化#日本銀行股#三菱銀行#住友銀行 #福岡金融#日本郵政#四大建築商#日本經濟政策#金融投資分析#Podcast金融解析
#金融市場解析#2026投資趨勢#金銀價格走勢#AIAgent衝擊#ClaudeAI#SaaS股危機#科網巨頭CAPEX#科技股投資風險#AI影響#Podcast投資觀點
#DRAM #HBM #SKHynix #AI瓶頸 #半導體 #金價 #銀價 #金銀大跌 #金價9000 #Podcast
0:00 AI / Deepseek15:00 解放日 - Trump對等關稅23:30 黃金短時間突破4000大關32:00 日本新首相 - 政壇變天56:30 美聯儲換主席1:07:00 投資方向檢視 / IPO 1:35:30 日本股市 + 美國AI問題
EP.35 醉繽紛即市短評 | AMD | DELL | ORCL | MSFT | SNOW
0:00 清酒介紹11:30 取消Netflix訂閱行動17:00 J·K·Rowling開火Emma Watson32:00 台灣關愛座飛踢事件53:30 千島水產肥牛哥事件1:11:00 國慶黃金周1:27:30 屯門良景邨童黨暴打14歲少女1:34:00 講經濟講股票
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https://linktr.ee/hkbunfunchannel3個香港財經界鳩人, 帶你一路品酒,一路分析時事財經,教你由治及興時代都可以投資獲利#廣東話podcast #Podcast #時事 #投資 #港股 #世界股市 #地產 #樓市 #由治及興主持人惠仁 - 香港享負盛名嘅基金經理, 縱橫對沖基金10餘年, 身為特許金融分析師 (CFA),但卻最憎呃飯食嘅CFALoong泉 - 日本酒唎酒師,酒當水飲。見盡私人銀行仆街事,閒時又會「狙」星:拜股票KOL為偶像水原 - 身在外國心繫香港, 睇到由治及興既好處, 盡地一鋪All in 港股等財自躺平節目內容只作分享和紀錄用途, 並非投資意見,亦不構成任何投資產品之要約、要約招攬或建議。
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