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經濟市場檢閱 2026-03-08

KF Cheng
By KF Cheng on Sun, 2026-03-08 - 14:28
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經濟市場檢閱 2026-03-08
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經濟市場檢閱 28 Feb 2026
Man Mystery
2026-03-07
2026-03-08

美伊戰爭開打 油價目標多少

黃金白銀什麼時候出方向

暗處的風險有那些

回答會員以下問題

1)門主,想請教 X上見到買標普long put 的人很多 (講Put delta is now the most negative it has been in history. Far more negative than 2020),是否解讀為股市要先反彈?還是我們不理會,只看技術支持位有無穿就算?thanks!

2)請教門主,如銀價跌到70或極限水平57-60, 你認為7-9月到期嘅long call 能否recover 及到達原先諗嘅位置?謝謝🙏🏻

3)門主,銀價跌穿78-79。是否應該要減倉,等到到60以下先買返? 我底倉係35蚊紙銀冇槓桿

4)請問門主點睇KEX, KNOP & FRO? 三隻都係油輪股,順位都係KEX>KNOP>FRO。順便想睇下自己睇圖能力🙏🏻

5)想問門主認為今次伊朗事件,會唔會令油價持續上升至100以上? (買左uco long call,200326 $23& 170726 $27是否可以穩陣坐到尾) 另想問,門主睇好天然氣嗎?

6)我都想知道邊個位買long put,為個倉做下對沖會比較好?到時如果門主做既話,可唔分享一下?不是投資建議,純學術交流

7)門主,請問澳股有冇等同AGQ的股票,另外BHP可以作為長綫投資嗎?乜嘢價位可以入貨🙏

8)請問門主為何選UUUU做long call? 另外建議有什麼股可以對標油價呢?

9)門主,之前提及睇好小型礦公司手上項目嘅升值潛力。啱啱MFS爆煲,如果private credit陸續爆煲,短期係咪應該focus返係現金流較強嘅公司?謝謝🙏🏻

10)門主,有冇硏究 VIX 同金銀走勢?是同步定有領先指標? 謝謝你

11)最近金銀礦股表現差於金銀價,油股也是差於油價,是否買call也是買金銀油call比較好?

Document
Document
DB- Precious Blog- Gold's variable crisis premium.pdf
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07032026.pdf
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BofA_Global Equity Volatility Insights What to do if buying the current dip is wrong_20260303.pdf
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BofA_Global Wealth & Investment Management Survey What we heard from the thundering herd_ 10th annua.pdf
Document
BofA_The Flow Show Short = Long, Long = Short_20260306.pdf
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DB- Metals&Mining- Middle East conflict_ Aluminium, steel and company exposures_20260302.pdf
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玄妙之門
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