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經濟市場檢閱 2 May 2026

KF Cheng
By KF Cheng on Sun, 2026-05-03 - 15:17
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經濟市場檢閱 2 May 2026
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經濟市場檢閱 2 May 2026
Man Mystery
2026-05-02
2026-05-02

建立核心持倉和小型股持倉之分別和理念

SIVE 詳細分析

新加三隻AI Infrastructure 股

以及回答會員以下問題

1)想玩外幣投資,請幫忙分析AUDUSD,AUDJPY,EURUSD,這幾種外幣開槓桿玩適合嗎

2)门主想请问怎么判断一只股票是不是blowoff top?我有朋友推荐603268 但已经升了很多 谢谢

3)請問醫藥類來緊會唔會有行情,同埋有冇推介

4)由於我工作比較繁忙,未必可以好貼市咁樣去炒,想請問吓門主,如果以一年至三年左右嘅投資期,你覺得買金銀,太空還是AI設備相關勝率會比較高一點?

5)再前一集一週市場要點中,門主提過開始留意一些Bitcoin相關股票,請門主分享見解;量子電腦會否成為虛擬貨幣天敵,門主又會睇好邊隻量子運算公司。 感謝🙏🙏

6)門主以前一直講,金銀大回調之後先會大牛市,財富自由都係睇果轉,但點解依家就算去返$3800都只會小注入?

7)想門主分享未來核心持倉部署。知道嚟緊會長期持有AAOI MXL INTC SIVE ,仲有d咩股係potential on list ? 另外,想知多d SIVE瑞典股票嘅資料, thanks 🙏🏻

8)請問你對NOK 、AEHR 看法如何?如果我們知道FED主席會於本月上任而逢上任之後patten係回調的話,是否做啲call也需要提前15號平哂為佳?謝謝

9)門主, 請問以下是你最新倉位嗎? 1. Core -AAOI, -INTC (Half now) - MXL -SIVE ( will be Half) 2. Small Cap - SATL - FLY (a Bit stronger) - LWLG - SPIR - LUNR - RDW -EOS -AEHR -SIMO (half) 3. Buy Option - SATL - LWLG - POEP - AAOI

Document
Document
Citi_Artificial Intelligence ROI on AI_ Backlog Acceleration Drives Continued Confidence in Investment Returns_20260430.pdf
Document
DB - Advanced Micro Devices.pdf
Document
Strategy Matters_ The HALO effect_ Heavy Assets, Low Obsolescence in the AI era.pdf
Document
02052026.pdf
Document
AI Spend vs. Benefit - Marking our views to market two years later.pdf
Document
BofA - Hartnett- The Flow Show The Boom Loop_20260430.pdf
Document
BofA Securities Equity Client Flow Trends More selling as the S&P hits another new high_20260428.pdf
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玄妙之門
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