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| Wealth Insight 財經洞策

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[小龍專欄]阿里配股集資800億是吉還是凶，但是我在看另一隻黑馬

AI股估值驗收期：從Jane Street爆倉到小鵬虧損，香港投資者如何應對

租轉買趨勢升溫：屯門二手成交驗證樓市用家主導結構

美國銀行併購潮與制裁戰升級：環球資金流向「增長」與「保險」的結構性矛盾

華潤叡璟熱賣與二手蝕讓並存：香港樓市「分層分化」格局下的投資策略

美股反彈未解除壓力：債息、油價同業績逼資金重新排序

美元轉弱推高金幣：環球資金是在買風險還是買保險？

時間永遠是領先的指標，江恩分析恆指作為例

[小龍專欄]太早看好是死罪,太遲睇淡是死罪

AI軍備競賽的現金流代價：SK海力士巨額回購與Intel融資困境的資產配置啟示

AI投資進入「排擠效應」階段：宏觀環境與科技巨頭資本配置的十字路口

美財政部回購長債：是救市良方還是「財政煉金術」？

美債買回不是減息：Fed分歧下，全球市場真正怕的是長端失控

油價、AI債務與中國通縮：當三個宏觀故事互相矛盾

股債金同場吸資後：環球資金其實在買增長還是買保險？

美國數據不再單線利好：零售降溫、PPI回落同Fed分歧點樣傳導

預期差交易的風控紀律：從 Wells Fargo 升級 Dick's 看結構矛盾

恒指高位橫行唔等於無方向：AI硬件輪動與成交高位下的港股分歧

資金同時買股票、債券同商品：風險偏好回暖但避險未退場

資金同時買股債金：環球跨資產是 risk-on，還是避險未退？

騰訊績後真正考題：AI資本開支食現金流，700仲有冇估值重評空間？

美國CPI降溫後Fed仍不急轉鴿：利率預期如何牽動全球資產

希音來港IPO的宏觀試金石：關稅、利率與消費疲軟下的跨境電商估值重塑

叡璟I首張價單解析：西南九龍新房供應與上車難度的結構性變化

美股「疲態」信號：從健康風險管理看市場波動率的早期預警

高利率下的科技融資：Intel發股與美債利息的雙重壓力

華潤叡璟開價在即：香港樓市「分層分化」下的關鍵壓力測試

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