2025-08-29|📤北水上日流走204億 港股能否追上A股「慢牛」?📋中芯中期多賺35% 第三季前景可看好?🚗理想料第三季收入大跌!|嘉賓:溫鋼城|開市Good Morning|etnet
etnet
View ChannelAbout
etnet經濟通於1994年開展業務,多年來憑著全面的財經資訊、多元化產品及服務,在金融服務業奠定了領導地位,現時全港90%銀行及證券行均為我們的客戶。 於2000年成立財經‧生活網(http://www.etnet.com.hk),除了提供股票、外匯、經濟信息以外,同時為高端讀者提供生活消閒及健康資訊。網站每天瀏覽量超過1000萬及獨立訪客45萬,為Alexa排名最高的本地網站之一。etnet經濟通的財經和生活應用程式下載量已超過100萬次,並榮獲The Spark Awards的金獎。 【其他產品及服務】 免費流動服務︰ 強化版MQ | etnet財經‧生活 | 財曆 | 強化版TQ 個人投資者︰串流版 IQ Streaming | 專業版 HV2 機構投資者︰ 專業版 HV2 | 精裝版 SV2 | 網上資訊數據庫 | 上市公司通告服務 | 上市公司基本報價服務
Latest Posts
Video Description
獨家優惠【etnet x 環球海產】用戶專享全場95折,特價貨品更可折上折。立即使用優惠代碼【ETN1WWS】,選購五星級酒店級海鮮! 立即瀏覽 ► https://seafood.etnet.com.hk 【嘉賓】 iFAST Global Markets投資總監 溫鋼城 【時間分段】 00:00 節目開始 01:54 重點新聞 03:07 環球指數 03:39 美國預託證券 03:48 ADR港股比例指數 03:57 即月夜期 04:07 大行炒D乜 04:50 北水炒D乜 05:18 今日焦點板塊/股份 07:13 北水上日淨流出204億元 A股或有機會再上 9.3閱兵前企穩為主 16:25 若恒指升回25200便代表危機解除 不過24300亦有不錯的支持 24:39 中芯(00981)股價已提前反映部份利好 可考慮53元附近再加注 33:12 華虹(01347)可趁高位減倉 待回調再買入 38:08 網龍(00777)有貨可考慮減倉會較穩陣 40:48 商湯(00020)開始有改善跡象 但仍虧損 整固或會回落至1.8元 43:45 濠賭板塊整體分析 48:57 澳博(00880)若跌至2.5元可考慮吼 51:59 華潤啤酒(00291)若不跌穿關鍵位21元可續持有 54:36 吉利(00175)50天線有不錯支持 守得住可續持有 56:37 理想(02015)毛利率有改善 不過汽車板塊未來經營環境仍辛苦 1:00:15 港交所(00388)今波升浪回到歷史高位機會高 可分注部署 1:02:06 今日焦點 【內容簡介】 港股周一挑戰26000關遇阻後,連續三日回調。周四(28日)最多跌近400點,低見24800點水平,最終收市亦未能重上25000點關口,跌市下成交反而增加,反映資金短線傾向獲利離場?上證指數扭轉過去兩日跌勢,3800關失而復得, 北水單日流走204億,港股能否追上A股「慢牛」? 中芯(00981)中期盈利3.21億美元,按年增長逾35%,收入升22% 至逾44億元。當中,晶圓代工業務收入增長逾24%,毛利率增加7.6個百分點 至21.4%。集團指,產業備貨、補庫存將持續至第三季,換言之需求強勁持續,第三季業務前景可看好? 【關鍵詞】 #A股 #中芯 #業績 #晶片股 #香港股票 #恒生指數 #直播 #溫鋼城 ───────────── 【限時7折優惠】震撼價$68/月 申請etnet《強化版MQ》手機串流報價服務 立即行動 ► https://bit.ly/3puWPUm ───────────── 【直播節目 一按即睇】每逢港股交易日早上8時55分開始,都會有【開市Good Morning】! 節目重溫► https://bit.ly/2T70l62 ───────────── 📣更多精彩節目📣 【午間財經直播節目】 🕐《hot talk 1點鐘》 ► https://bit.ly/2T4T46z ───────────── 【逢港股交易日 收市後總結整理】 專業股評人嘉賓為大家總結當日市況及跟進焦點股份,分析行業最新消息及股價走勢,配合大市及板塊前景分析,助你重整旗鼓,再戰明天! 即刻收睇 ► https://bit.ly/3Tr957z ───────────── 【輕鬆瀏覽節目精華】 逢港股交易日精選當日焦點股份或板塊分析,3分鐘直撃最新形勢! 《3分鐘熱炒股點評》 ► https://bit.ly/3ngEfxM ───────────── 【政經專訪】 同你探討全球宏觀經濟、貨幣政策走勢,從《易經》角度睇政經變化! 《洪灝策略》 ► https://bit.ly/48aZyWf 《易經看世界》 ► https://bit.ly/4aavN9T ───────────── 本節目歡迎觀眾即場互動/提問有關投資問題,惟經濟通不會邀請任何觀眾加入任何網上群組,包括但不限於股市分析群組,亦不會接觸個別觀眾進行任何股票/商品/資產/服務之推介/銷售。倘發現任何未經授權的推銷/邀約留言,或提問與投資無關的問題,或留言有中傷/厭惡/謾駡/誹謗成份,又或影響其他觀眾觀賞節目,經濟通將立即删除其帳戶,並保留採取進一步行動的權利,敬請留意! ───────────── 喜歡我們的影片,記得訂閱etnet YouTube Channel ► https://bit.ly/3lhKE89 仲要為影片按 Like及開啟新片提示! ───────────── etnet財經‧生活網 ► https://bit.ly/3nmrf7S 手機App IOS ► https://apple.co/33AvdBK Android ► https://bit.ly/3liweok ───────────── Follow us on: etnet YouTube Channel ► https://bit.ly/3lhKE89 etnet Facebook專頁 ► https://bit.ly/33AZQY6 DIVA Channel Facebook專頁 ► https://bit.ly/3noK0ay Etnet Chill Facebook 專頁 ► https://bit.ly/2SrUFmV etnet Instagram ►https://bit.ly/33RtNTI DIVA Channel Instagram ► https://bit.ly/2F3hJoL etnet健康 Instagram ► https://bit.ly/3jD10rx
Upgrade Your Everyday
AI-recommended products based on this video

Kasa Smart Outdoor Smart Plug by TP-Link (KP400) - Smart WiFi Outlet with 2 Sockets, IP64 Waterproof, Works with Alexa and Google Home, 2.4GHz WiFi Required, No Hub Required, Sunset & Sunrise Offset

Wireless Earbuds, Sports Bluetooth Headphones, 80Hrs Playtime Ear Buds with LED Power Display, Noise Canceling Headset, IPX7 Waterproof Earphones for Workout/Running(Black)

Monster Open Ear Headphones AC330, Wireless Earbuds Bluetooth 5.4 with Clear Talk, Stylish Rotating Case with Lanyard, Type-C Charging, Comfort Fit, 24H Playback, IPX5 Water Resistant, Black

Wireless Earbuds, Sports Bluetooth Headphones, 80Hrs Playtime Ear Buds with LED Power Display, Noise Canceling Headset, IPX7 Waterproof Earphones for Workout/Running(Black)

Wireless Earbuds, Bluetooth 5.4 Headphones HiFi Stereo with 4 HD Mic, 50H Playtime Bluetooth Earbuds with LED Display, IPX7 Waterproof Wireless Earphones, Touch Control Ear Buds,USB-C White

Brita Stainless Steel Premium Filtering Water Bottle, BPA-Free, Reusable, Insulated, Replaces 300 Plastic Water Bottles, Filter Lasts 2 Months or 40 Gallons, Includes 1 Filter, Carbon - 20 oz.

Simple Modern Filtered Water Bottle | Insulated Stainless-Steel Carbon Filter Travel Water Bottles | Reusable for Clean Drinking Water On The Go | 24oz, Sea Glass Sage

FITVII Health & Fitness Tracker (Answer/Make Calls), Smart Watch with 24/7 Heart Rate and Blood Pressure, Sleep Tracking Monitor, 120+ Sport Mode Activity Tracker

AYATAHA AYATAHA Smart Watch for Kids, Smartwatch Fitness Tracker for Boys Girls, Children's Activity Watch 37 Sports Modes SMS Notification, HD Full Touchscreen IP67 Waterproof, Blue

Iaret Iaret Smart Watch for Women, 1.83" HD Fitness Tracker with 4 Bands, Answer/Make Calls, Heart Rate/Sleep/SpO2/Step Tracking, 100+ Sport Modes, Android/iPhone Compatible Gift (Rose Gold)

Smart Watch for Men Women 1.8" Fitness Tracker, Bluetooth Call, DIY Dial, Heart Rate Sleep Blood Oxygen Monitor, 100+ Sports Modes, IP68 Waterproof Smartwatch for Android iPhone, Alexa Built-in

Hand Warmers 2 Pack, 14000mAh Rechargeable Hand Warmers, Electric Hand Warmer Reusable, Portable Power Bank USB Hand Warmers 4 Levels 8 Heating, Gifts for Raynauds Ski Golf Camping

Hand Warmers Rechargeable, 10000mAh Electric Heated Gloves Power Bank Portable Graphene Handwarmers Pouch with 3 Levels & Double-Sided Heating for Hunting Camping Golf Xmas Gifts for Women Men Kids

2Pack Rechargeable Hand Warmer, 8000mAh Electric Hand Warmer Power Bank, Portable USB-C Hand Warmer for Pocket, Reusable Hand Warmer Up to 8 hrs Each, Warm Gift for Men Women, for Hunting, Camping

GTOCE Portable Charger,40000mAh Power Bank with 22.5W Fast Charging LED Digital Display Battery Pack with 6 Outputs 2 Inputs, Type C Powerbank Portable Charger for iPhone 16 pro Samsung AirPods,Black

Monster Sleep Ear100 Ear Buds, Sleep Earbuds with Stereo Sound, Design for Side Sleeper, 32H Playtime, Bluetooth 6.0, ENC Noise Cancelling, IPX6 Waterproof Mini Headphones, Black

Hydroponics Growing System Indoor Garden - Herb Garden with Grow Light, 15 Pods Stainless Steel Indoor Garden Kit, Auto Timer, Gardening Gift for All Ages

Umbra Triflora Hanging Planter for Window, Indoor Herb Garden, Set of 5, White/Black

Large Hydroponics Growing System 14 Pods, Indoor Herb Garden with LED Grow Light, 5L Water Tank, Hydroponic Grow Kit with 3 Auto-Timers, Rotatable Light Panel and Child Lock for Home School Gardening

Hanging Planter Hanging Plant Holder, 6 Inch 4 Indoor Plant Pots, Wall/Window Plant Hanger Indoor Herb Garden

Ninja Air Fryer Pro 5-in-1, 5 QT Capacity, Air Fry, Bake, Roast, Reheat, and Dehydrate, Air Crisp Technology, Nonstick Basket & Crisper Plate, Grey, AF142C

Glass Oil Sprayer for Cooking, 180ml Olive Oil Sprayer Bottle with Brush, Olive Oil Spray Mister, Kitchen Gadgets Accessories for Air Fryer, Canola Oil Spritzer (GREY)

Hi.FANCY Portable Laptop Stand with Dual Cooling Fans for 14-17inch Laptops, Grey, 23.5 x 25.9 x 0.95cm

Laptop Stand for Desk, Adjustable Laptop Riser ABS+Silicone Foldable Portable Laptop Holder, Ventilated Cooling Notebook Stand for 10-15.6” Laptops,Tablet-Black

JETech 5 in 1 Case for Samsung Galaxy S25 Ultra 5G with 2-Pack Each Tempered Glass Screen Protector and Camera Lens Protector, Non-Yellowing Shockproof Bumper Phone Cover (Clear)

TAURI for iPhone 17 Pro Max Case 6.9" with 1-Pack Screen Protector, Camera Lens Full Protection, Military-Grade Protection, Shockproof Transparent Back Bumper Phone Cover - Clear Global Recycled Standard

TAURI for iPhone 17 Pro Case 6.3" with 1-Pack Screen Protector, Camera Lens Full Protection, Military-Grade Protection, Shockproof Transparent Back Bumper Phone Cover - Clear Global Recycled Standard

JOINPAYA 1Set Rechargeable Hand Warmer Hand Heater for Winter Heating Levels Compact

Shakven Rechargeable Hand Warmer | Cute Comfortable Portable Hand Warmers,Ergonomic Adjustable Energy-Efficient Small Heater for Travel, Outdoor, Winter

OCOOPA IP45 Waterproof Hand Warmer Rechargeable, Up to 15hrs Heat,10000mAh Durable Quick Charge Electric Hand Heater, PD Compatible, 3 Levels for Outdoors, Heavy Duty, H01-PD PRO


























