白銀狂升 132% 不是機會,是警號?真正的黑天鵝可能未出現?AI、比特幣、股票同時失靈?2026 年可能先跌到你唔信!?全球政府大手掃黃金加速去美元化?|Lorey 快閃講

Sun Channel December 25, 2025
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年尾不只是總結,更是重新部署的關鍵時刻。 本集《Lorey快閃講》,我們邀請兩位老朋友 Dennis 及 James,一同回顧 2025 年全球投資市場的重大變化,並從專業角度拆解多個市場焦點。 🔹 白銀與黃金的爆發性表現 為何白銀在 2025 年跑贏大多數資產?供需結構、工業應用、AI、太陽能、EV 與央行政策如何共同推動貴金屬上升? 🔹 商品 vs 股市:真正的資金流向 恒指、美股、韓國股市、ETF 表現對比,市場是否已出現結構性轉移? 🔹 AI 熱潮是否已接近臨界點? 半導體、封裝、液冷系統、數據中心的真實需求,是否足以支撐現時估值? 🔹 比特幣與加密貨幣的信任危機 量子電腦、監管風險、MicroStrategy、ETF、情緒面與長線價值的重新評估。 🔹 實物資產 vs 電子資產的安全性問題 在地緣政治衝突加劇、債務規模不斷擴大的背景下,什麼才是真正的價值儲存? 🔹 2026 年前瞻:黑天鵝風險在哪裡? 經濟是否可能急速下行?AI 泡沫會否引爆系統性恐慌?貨幣政策是否再次走向極端? --------------------------------------------------------------------------------------------------------------------------------------------- 支持Sun Channel製作,加入成為每月$10付費會員,請按此連結: https://www.youtube.com/channel/UCkx8tfePUl__VGvNDNOKqRw/join 購買Lorey 讀好書 VIP 會員專區,收睇更多會員專屬影片: https://scmediahk.com/channel/9 --------------------------------------------------------------------------------------------------------------------------------------------- 支持 Sun Channel 請即Follow 各社交平台,關注最全面資料: 🧡Instagram:https://www.instagram.com/sunchannelhk

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