香港醉繽Fund
hkbunfunchannellinktr.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。
| Publishes | Monthly | Episodes | 129 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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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
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#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
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#2026金融市場解析
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#自民黨大勝
#軍國主義復興
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#金融投資分析
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#DRAM #HBM #SKHynix #AI瓶頸 #半導體 #金價 #銀價 #金銀大跌 #金價9000 #Podcast
0:00 AI / Deepseek
15:00 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
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香港醉繽Fund launched 2 years ago and published 129 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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