【黃國英專訪】拆解恒指升唔起真正原因！炒半新股、傳統股好過 | 最新2026投資足球陣大公開 存儲、CPU股放前鋒 | 環球AI股仲有得炒 勿錯過機會 | 黃國英的真實持倉 (下集)

Remember to review the previous episode:    • 【黃國英專訪】AI牛市狂爆要睇路 唔係隻隻都買得 軟件股勿沾手！買3大主題股 | 行...   Wong Kwok-ying: "If you still want to watch the Hang Seng Index, you'd better not speculate in stocks." The Hang Seng Index's performance has been "not rising" for a long time. What's the problem? Although the Hang Seng Index is not outstanding, it is not nothing to speculate on. The key lies in the listing of many "new productivity" stocks in recent years, such as GigaDevice Innovation (3986.HK), Lanqi Technology (6809.HK) and Changfei Fiber (6869.HK). ATMXJ? No. In the face of a crisis-ridden investment environment, what percentage of funds will Wong use to invest in stocks and what percentage of cash will he hold? What should an equilibrium portfolio look like? In an exclusive interview, English Sir also revealed the latest "Investment Football Formation", breaking down the forward, midfield to defender defensive stocks one by one. The ultimate advice to shareholders is explained clearly at once in this episode. Thanks for your support! 咏瑜IG ：   / ayuwingyu   00:00 start 01:17 "If you still have to watch the Hang Seng Index, you better not speculate in stocks." 06:44 Growth stocks still have a chance to rise 10:07 Latest 2026 Football Formation Revealed 13:11 Gold’s adjustment period will be long 16:06 Instead of stock allocation, focus more on your cash allocation 17:09 The richer, the more cash you hold? What does that mean? 17:57 British Sir Position - Stock vs Cash Allocation? 19:31 “HALO stocks” are a big trend, why? 25:18 Wong’s key holdings 27:01 Wong’s ultimate advice to retail investors The funds managed by Mr. Wong Kwok-ying hold: HSBC (5) Construction Bank (939) Bank of China (3988) SKHYNIX (000660.KS) GigaDevice Innovation (3986) Lanqi Technology (6809) Alibaba (9988) Ningde Times (3750) Bloom energy (BE) google (GOOG) Nvidiamconducting Company Limited (GOOG) Nvidia M. Nvidia M.S （TSM） ——————————————— Official Website: https://www.tastymoney.hk/ IG: /tastymoney.official FB: /tastymoneyhk ——————————————— Disclaimer © 2026 TASTY MONEY The above information is for reference only. The relevant content is purely personal opinion and does not represent the position of this station. Investment involves risk.