by hkbunfunchannel
https://linktr.ee/hkbunfunchannel 3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CFA Loong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。
Language
🇨🇳
Publishing Since
2/11/2024
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June 1, 2026
鎧俠：業績大爆發，硬件股愈升愈平 古河電工：數據中心收入佔比高，AI 基建受惠邏輯 藤倉：管理層預期下年盈利轉差，原材料成本與戰爭風險 Oracle：借錢買大量硬件與 HBM，市場過度悲觀 功率半導體：有機會成為下一個AI瓶頸，從Nvidia供應商尋寶 #AI投資 #HBM #記憶體 #功率半導體 #光通訊 #Oracle #鎧俠 #古河電工 #藤倉 #日本股市
April 12, 2026
<p>📉 <strong>泡泡瑪特 (09992.HK)</strong>：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。</p><p>🛢️ <strong>中國海洋石油 (00883.HK)</strong>：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？</p><p>💊 <strong>英矽智能 (03696.HK)</strong>：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。</p><p>#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</p>
March 22, 2026
<p> - 美伊戰爭衝擊：伊朗核心領導層被獵殺</p><p> - 霍爾木茲海峽封鎖，油價暴升通脹重燃</p><p> - 加息預期壓低金銀價格</p><p> - 日韓股市走勢分析</p><p> - 大跌市下的投資心態與操作策略</p><p>#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</p>
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https://linktr.ee/hkbunfunchannel
3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CFA Loong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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