港投資10分鐘
程朗每日10分鐘，洞悉環球財經大勢。 《港投資10分鐘》是一個專為繁忙都市人設計的粵語財經分析Podcast。我們每日緊貼美國與香港兩大市場脈搏，為你精選最重要的商業、科技及金融新聞。 在這裡，我們不只報道新聞，更以資深金融分析師的獨到視角，用最地道、最易明的廣東話，為你深入淺出地拆解每一單新聞背後的「Why」與「How」。由美國AI產業的最新動向、科技巨頭的戰略佈局，到港股市場的資金流向與板塊輪動，我們助你穿透雜訊，掌握真正影響你投資決策的核心資訊。 無論你是在通勤路上，還是在午間休息，讓我們用10分鐘，為你增值下一個投資視野。 意見反映及交流： 如果你對節目有任何意見、建議或者想交流心得，歡迎隨時電郵至： lang122257@gmail.com -- Hosting provided by SoundOn
| Publishes | Twice weekly | Episodes | 4 | Founded | 21 days ago |
|---|---|---|---|---|---|
| Language |  ZH-TW | Categories | BusinessInvestingNews | ||
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本集深入探討本週全球市場的幾大震撼性轉變。首先聚焦美國，分析川普政府突如其來的 H-1B 簽證天價費用政策，將如何衝擊科技與金融業的人才佈局。同時，從 AI 革命背後的能源需求 (NuScale 核電)，到傳統汽車產業 (Aptiv vs. 保時捷) 在電動化與軟體化浪潮中的轉型陣痛，揭示產業鏈的深刻變革。接著，我們將視線轉向亞洲，剖析日本央行 (BOJ) 宣布出售龐大 ETF 庫存的決定，探討其對全球資金流向的深遠影響，以及「日本收水」時代的來臨。最後，關注歐洲奢侈品市場，解讀 Gucci 再... more
最新一份施政報告出爐，內容包山包海，從「北部都會區」的宏大規劃，到「低空經濟」的前衛概念，再到每人五千元的「北上養老」津貼，究竟哪項政策與你息息相關？
本集節目將為你深入剖析這份長達70多頁的施政報告，用最精闢的觀點，探討各項政策背後的利弊得失。我們會聚焦討論：
• 北部都會區「中央集權式」發展：這場豪賭，會將香港帶向新加坡式的成功，還是無可挽回的災難？
• 中小企及生育政策：政府的補助究竟是「止痛藥」還是「營養劑」？能真正解決問題嗎？
• 「低空經濟」的夢想與現實：在全世界人口密度... more
當 AI 學識自我進化，邊啲行業飯碗最危險？蘋果 AI 總舵主突然辭職，內部發生咗咩事？Tesla 為留住馬斯克，情願挑戰企業管治底線？喺科技股大洗牌之際，點解各國央行反而靜靜雞狂掃黃金？
今集我哋會為你串連所有線索，由 AI 嘅核心技術戰爭，一路拆解到科技巨頭嘅生存危機同宏觀經濟嘅大趨勢，並為你預覽本週聯儲局議息會議嘅關鍵。一集內容，幫你喺呢個大變局中睇清前路。
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本期《港投資10分鐘》將帶你深入剖析本週全球兩大市場焦點。首先，我們將直擊美國，從特朗普的白宮科技晚宴開始，揭示美國AI國家隊的成形；接著，我們將解讀AI新貴Sierra的百億估值、晶片巨頭博通的神秘訂單，以及網絡設備商Ciena的驚人業績，為你找出AI浪潮下除Nvidia外的隱形冠軍。同時，我們也會探討傳統金融巨頭重返加密貨幣市場的重大信號。
視線轉回亞洲，港股在經歷連日下跌後迎來強力反彈，這究竟是美國減息預期帶來的曇花一現，還是「北水」南下吹響的絕地反擊號角？本集將為你提供獨家分析視角，... more
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港投資10分鐘 launched 21 days ago and published 4 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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