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經濟市場檢閱 11 Jul 2026

KF Cheng
By KF Cheng on Sun, 2026-07-12 - 23:03
Short Title
經濟市場檢閱 11 Jul 2026
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Public
經濟市場檢閱 11 Jul 2026
Man Mystery
2026-07-12
2026-07-12

大市路線圖預估

倉位變化更新

以及回答會員問題

1)請問為何無論上一段升浪或者呢一段市場回調後嘅建倉門主都唔考慮MU同SNDK?是否有什麼特別因素?

2)發現市場有兩個睇法 一邊覺得好似行緊1997嘅走勢 回一回再大升 另一邊覺得好似2000年科網爆破資金會流返入傳統股 想知門主有咩睇法? 係咪應該都買返NVIDA Tesla呢一類嘅股票?

3)700同981短期走勢

Document
Document
11072026.pdf
Document
BofA- Hartnett- The Flow Show No landing, no cut, no hike, no sweep, no bears.pdf
Document
JPM_Flows___Liquidity.pdf
Document
MS- Michael J Wilson- Weekly Warm-up_ The Broadening Gains Steam as Semis Lose Momentum.pdf
Document
Navigating China AI models - LLM primer - Critical point of intelligence for global proliferation.pdf
投資理財
玄妙之門
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