TRUMP 投資主題分析 – 1
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每星期定期更新
New position / MO & SolarEdge /簡介: CRI
New position : Perri… You are unauthorized to view this page.
New position / MO & SolarEdge /簡介: CRI Read More »
Market new / ENB , Gilead/ AECOM
1.Market news ( PMI … You are unauthorized to view this page.
Market new / ENB , Gilead/ AECOM Read More »
Market & FOMC / 簡介: Moody’s (MCO) & Expedia (EXPE)
放完假番黎第一個update主要講下 M… You are unauthorized to view this page.
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長文：Costa Rica 之旅感想
仲有兩日就完呢個行程。今次costa r… You are unauthorized to view this page.
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開始講減息/ 短講ABT / BROS 可以留意下
我估PCE YoY 如果係2.5% 以下… You are unauthorized to view this page.
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Live Q&A MAY 29 – Q&A : 1) Waymo VS Tesla 自動駕駛 2) OpenAI & Germini 的啟事 3) 點解爆數股票都要跌?
5月29 日晚上1030HKT : to… You are unauthorized to view this page.
Live Q&A MAY 29 – Q&A : 1) Waymo VS Tesla 自動駕駛 2) OpenAI & Germini 的啟事 3) 點解爆數股票都要跌? Read More »
FOMC higher for longer / 美國樓價仲升緊/ 有咩指數減息後係贏家?/講下NVDA 估值/Target 又係咩一回事?
１）FOMC higher for lo… You are unauthorized to view this page.
FOMC higher for longer / 美國樓價仲升緊/ 有咩指數減息後係贏家?/講下NVDA 估值/Target 又係咩一回事? Read More »
CPI & 美國經濟 / 巴菲特最新倉位13F / BWXT / 再睇Clear
CPI 依舊唔算低, 經濟都幾好, 今年… You are unauthorized to view this page.
CPI & 美國經濟 / 巴菲特最新倉位13F / BWXT / 再睇Clear Read More »