【多元資產Talk】AI 降溫｜巿場關注科企負債 泡沫論困擾投資氣氛｜金融股受追捧 低估值成資金避風塘｜TSLA UBER 業務合作關係及前景分析｜NeoCloud 行業發展挑戰及評價Raphael
InvesTalk 講投資
•
November 13, 2025
InvesTalk 講投資
@investalkAbout
【InvesTalk。講投資】Talk.Learn.Earn -- 致力為投資者，提供各類投資課程知識及資訊。
Video Description
【多元資產Talk】Raphael 胡毅弘 (13/11/2025) PPT 傳送門 ： 嘉賓：#胡毅弘 #Raphael 洛根資本董事合伙人 主持：范巧茹 0:00 節目開始 3:10 美股市況/Market Review 7:20 聯儲局調動安排 12:22 金融板塊開始多錢湧入 14:38 Q3 S&P 500盈利 16:45 High Quality Stocks 18:23 Unemployment創新高/IG Bonds/US IG Credit Spread 21:37 michael burry發文 24:56 10隻科技股最新數字/META/NVDA/MSFT/GOOG/AAPL/PLTR/CRWV/NBIS/ORCL 26:06 xAI/對指數唔太擔心 31:26 Sandisk(SNDK) 33:27 PBOC認為下年會大規模放水/Fed下年會QE 34:00 Bitcoin 37:40 Q&A #多元資產Talk #investalk #美股 #美債 #多元資產 #胡毅弘 #RaphaelWu ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ IB 開戶優惠 https://ibkr.com/referral/hauyu835 -每存入100美元資產（現金或其他資產）可獲得1美元IBKR股票 -最高可獲得價值1000美元的股票 *平均餘額必須至少保持一年，股票才能解禁 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 節目內容只屬主持及嘉賓意見 並非本公司立場或買賣建議 投資涉及風險，資產價格可升可跌
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