博通與甲骨文績後急跌,反映了什麼市場訊息? |美國大麻股或獲放鬆規管?|資金流由科技股回流周期股,哪些股可選?|Ivan Ho何啟聰X黃瑋傑|理財|投資|金融知識|教學|

Ivan Ho 何啟聰 December 15, 2025
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Ivan Ho 何啟聰

@ivankcho

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自小熱愛投資市場,大學時期獲得多個投資比賽獎項,參與市場至今逾廿八載,因緣際會下加入投資銀行從事衍生工具銷售及投資者教育工作十九年。曾任職荷蘭銀行、蘇格蘭皇家銀行及瑞信香港董事,將興趣變成事業。離開崗位後,現時有更大空間分享多年市場經驗,希望藉此改變散戶理財及投資的方法,歡迎交流。 本人並非香港證監會持牌人,並可能就專頁內提及的產品不時作出交易,頻道內容純屬個人分享,並非投資建議,僅作教學參考用途,亦不構成任何投資產品之要約、招攬或建議。投資涉及風險,最大損失可能超過您的投資本金。投資者應考慮該等投資是否適合閣下的財務狀況,一切的投資決定以及該投資引致的收益或損失,概與本人無關,詳情請諮詢你的投資顧問。本人不能確保所引用資料的真確及完整性,敬請閣下自行核實相關資料。金融產品價格可升可跌,投資者有機會損失所有本金。 "Ivan Ho 何啟聰的YouTube 頻道、Facebook、 Instagram及Patreon)中提供的任何內容,只供學術分享及參考用途,內容及分析只代表個人意見及分享,並不構成任何證券、期貨、外匯、商品或其他金融工具的買賣、購買或認購的邀請、要約、招攬、誘使、任何種類或形式之陳述、或構成任何建議、推薦、投資意見、交易或管理服務。Ivan Ho 何啟聰的頻道由啟匯公司(INSPIRATION AND CONFLUENCE COMPANY)所擁有,啟匯公司為以提供投資者教學資訊及培訓服務的綜合媒體及傳訊公司"

Video Description

今晚我與黃師傅討論了幾個主題,分別是近日AVGO與ORCL績後大跌,背後的下跌原因有沒有不同之處。另一方面,我們亦討論了近日突然急升的大麻股,是機會還是只是投機活動呢? 除此之外,黃師傅還提供了幾隻心水美股。 00:00-22:38 近日AVGO與ORCL績後大跌,背後的下跌原因有沒有不同之處。 22:39-29:13 大麻股急升憧憬放寬監管,是機會還是只是投機活動? 29:14-43:28 資金由科技股轉向周期股及黃師傅心水股 43:29-1:38:30 回答觀眾問題 #港股 #美股 #黃瑋傑 本人並非香港證監會持牌人,並可能就專頁內提及的產品不時作出交易,頻道內容純屬個人分享,並非投資建議,僅作教學參考用途,亦不構成任何投資產品之要約、招攬或建議。投資涉及風險,最大損失可能超過您的投資本金。投資者應考慮該等投資是否適合閣下的財務狀況,一切的投資決定以及該投資引致的收益或損失,概與本人無關,詳情請諮詢你的投資顧問。本人不能確保所引用資料的真確及完整性,敬請閣下自行核實相關資料。金融產品價格可升可跌,投資者有機會損失所有本金。 "Ivan Ho 何啟聰的YouTube 頻道、Facebook、 Instagram及Patreon)中提供的任何內容,只供學術分享及參考用途,內容及分析只代表個人意見及分享,並不構成任何證券、期貨、外匯、商品或其他金融工具的買賣、購買或認購的邀請、要約、招攬、誘使、任何種類或形式之陳述、或構成任何建議、推薦、投資意見、交易或管理服務。Ivan Ho 何啟聰的頻道由啟匯公司(INSPIRATION AND CONFLUENCE COMPANY)所擁有,啟匯公司為以提供投資者教學資訊及培訓服務的綜合媒體及傳訊公司"8

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