【一月一聚】AI股爆雷大檸樂?沈大師︰告別黃金坑 資金回流傳統科技巨企 #沈振盈 #窩輪 #牛熊證 #一月一聚 #投資理財 #騰訊 #阿里 #海力士 #三星

Filmed on July 28, 2026. This program is sponsored by BNP Paribas. Guest: Master Shen, Head of Marketing, Listed Derivatives Department, BNP Paribas 00:00 - Video Opening: Recent AI Market Volatility and Master Shen's Analysis 01:12 - AI Stock Prospects Discussion: Concept Speculation and Stock Price Return to Rationality 02:13 - Asian Market Reaction: Analysis of South Korean and Japanese Stock Market Declines 03:46 - Fund Flow Observation: Shift in Risk Appetite and Differentiation in the AI ​​Industry Chain 04:25 - Funds Return to Traditional Tech Giants: ATMX Performance and Trends 05:43 - Focus Stock Analysis: Xiaomi (01810) Fundamentals and Earnings Expectations 07:11 - Meituan (03690) Fund Flow and Recent Deployment Strategies 09:47 - Market News Analysis: Xiaomi's New Products and Market Reaction 11:23 - Current Status of the Hong Kong Stock Market: Fund Shift and Signs of ATM Stock Buying 13:10 - Hang Seng Index Trend Forecast: Analysis of Short-Term Resistance Levels and Breakout Opportunities 15:10 - Index Options and Product Deployment: Bull/Bear Certificates and Warrants Selection Reference 17:45 - Alibaba (09988) Business Development: AI Cloud Business and Growth Prospects 21:00 - External Markets and Exchange Rate Impact: Implications of the US Dollar Trend for Hong Kong Stocks 23:20 - Gold Price Analysis: US Economic Data and Discussion of the 4000-Point Target 26:14 - Summary and Risk Warning Master Shen's FB:   / jetmediahk   Reference Website: https://www.bnppwarrant.com/tc #HongKongStocks #MasterShen #ShenZhenying #HongKongStockPrediction #Investment #JetMedia #HangSengIndex #StockAnalysis #SoaringStocks Disclaimer: The content of this program/video does not constitute any advice, invitation, offer or solicitation to buy or sell structured products. Bull/bear contracts have a mandatory redemption mechanism and may be terminated early, at which point the residual value of R-type bull/bear contracts may be zero. Structured products are unsecured; if the issuer or guarantor is unable to repay its debts or defaults, investors may not be able to recover some or all of their receivables. Investors rely on the creditworthiness of the issuer and guarantor when purchasing. These products involve high risk; prices can rise or fall sharply, and investors may suffer total loss. Past performance does not reflect future performance. Investors should be aware that the issuer may be the sole liquidity provider in the trading market, understand the associated risks before purchasing, review the details in the basic listing document and any supplemental listing documents, and seek professional advice.

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二十分鐘美股盤前解讀(28-07-2026)|康寧(GLW)績後盤前再重挫,再顯殺估值市況?|海力士績前內存半導體仍挫|資金輪動力撐指數,軟件及傳統股轉強|IVAN HO 何啟聰

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中美AI性能近達頂峰 誰是最終贏家?|信報|now財經台|AI Token|AI大模型|價格戰|Kimi K3|Gemini|Google|AI算力|電力供應|中美角力【市場信析系列】
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