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經濟市場檢閱 12 Sep 2026

KF Cheng
By KF Cheng on Mon, 2026-09-14 - 00:06
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經濟市場檢閱 12 Sep 2026
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經濟市場檢閱 12 Sep 2026
Man Mystery
2026-09-12
2026-09-12

核電行業分析

OKLO公司分析

以及回答會員問題

1)Q4如果有調整,應該買咩板塊好? 定係每樣都買d? 光通訊?儲存?cpu? 生物科技?軟件?crypto? 電力?

2)門主睇美債息最終升到幾多? 依家us02y去到4.63%吸引嗎?定係做住3個月短債睇升到5%破頂

3)最近好多媒體講緊Btc出現50ma升穿200ma黃金交叉,但過往大多數情況都出現先回調盤整,後上漲?現在應該點樣部署btc?

4)想問門主,0TE call put 出現,會否令VIx 失效?或者令vix 無參考價值?

Document
Document
13092026.pdf
Document
Global Equity Volatility Insights - The bar for macro to disrupt AI is high.pdf
Document
MS - AI Supply Chain - Prelim 2028 AI semis vs. CSP capex growth.pdf
Document
OKLO_Institutional_Research_Report.pdf
Document
Uber Technologies Inc. (UBER)_ Communacopia + Technology 2026 — Key Takeaways.pdf
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