食品通脹又再飆升
上星期鮑威爾在Jackson Hole 全球央行年會上雖然對通貨緊縮持樂觀態度,但亦提到食品和能源價格繼續受到全球因素影響而令核心通脹數字難以回落。本文將會和大家分析現時影響食品通脹的因素。...
29 August, 2023上星期鮑威爾在Jackson Hole 全球央行年會上雖然對通貨緊縮持樂觀態度,但亦提到食品和能源價格繼續受到全球因素影響而令核心通脹數字難以回落。本文將會和大家分析現時影響食品通脹的因素。...
29 August, 2023本周二 (8月8日) 美國信貸評級機構穆迪 (Moody’s) 下調美國10家中小型銀行的信用評級,並表示可能會下調其他主要銀行的評級。第二季的美國銀行業績接近完全公布,本文將會和大家分析今季美國銀行的看法。...
08 August, 2023日本股市在2023上半年跑嬴亞太市場,在低迷數年後,日本市場再次受到投資者的關注。回顧這半年日本的政策和發展,到底甚麼原因令日本股市扶搖直上? 投資者對人工智能投資主題的熱忠除了在美國市場體現到,在日本都可以見到。日經指數中有25%是電子產品行業,10%是資訊科技行業。...
13 July, 2023坊間每到五月時,港股都會被提到「五窮六絕七翻身」,今年亦應驗了五窮, 恒生指數單月下跌百分之8,成為全球回報最差月份。6月開始在技術層面上看似守住左肩的重要支持位,但基本面層面上,中國5月服務業PMI 雖然比預期高,但亦揭示不少擔憂。以下將會和大家分析中國整體經濟面對的情況。...
07 June, 2023在半導體行業將於2023年下半年復蘇的前提下,多間企業管理層在上季業績電話會議上指出,留意到行業復蘇力度弱於預期。在2022年第三季業績發布會上,各芯片企業的管理層紛紛指出,在經歷近兩年行業擴張後,受經濟環境轉差疊加疫情後對電子產品需求轉弱,令半導體行業進行下行周期,並預期行業於2023年下半年見底回升。...
29 May, 2023智能科技的應用已浸透每一個行業,在電子商務方面,機器人流程自動化的報告,僅在過去三年中,零售行業就申請和授予了超過 133,000 項專利。由生產至售後服務,透過自動化令企業簡化程序,提升利潤率。今日將會和大家介紹幾種智能科技在零售業的應用。...
10 May, 2023自今年3月中美國地區銀行爆煲後,市場擔心矽谷銀行 (SIVB.US) 的破產可能會對美國金融系統產生嚴重影響,並引發全球金融動盪。因此,作為美股2023年第一季業績期打頭陣的美國大銀行業績成為市場焦點,市場關注銀行存貸款會否受地區銀行破產而影響韌性。但是,從部分銀行第一季業績及聯儲局數據可見,美國銀行存貸款不跌反升,反映銀行韌性超乎市場所想像。...
18 April, 20232022年香港的IPO市場大部份時間都表現低迷,規模失去亞洲最大上市地的地位。但今年隨著中國內地復常及相關政策出台,加上近日阿里巴巴 (9988.HK) 宣佈有意將業務分拆上市的新聞,市場看似再次對香港的IPO市場有所期待。以下本文將會解釋香港IPO市場的重要,並分析其值得觀察的地方。...
04 April, 2023中國在二十大和兩會中提到預期今年的國民生產總值會增長百分之5 ,市場普遍認為預估的數字偏保守,相信能超預。而中國在一月頭正式解除所有防疫限制後,首次公佈1-2月份社會消費品零售總額同比增長百分之3.5 ,有一個明顯的反彈。兩會期間中央特別提到會刺激內需,以下將會分享那些板塊我們較看好。...
23 March, 2023正如我們在先前的文章提及ChatGPT 及OpenAI 近期備受科技巨頭的青睞 (文章標題:《ChatGPT 的普及性》),科技公司應用更多人工智能無疑是個大趨勢,我們對人工智能應用的普及化及長期增長充滿信心。市場追捧ChatGPT相關概念股,運算芯片的發展潛力成為市場焦點,相關公司亦將受益於此次AI發展的浪潮。...
07 March, 20232022年急速的加息步伐下,金融世界不同資產回報不理想。公司經營壓力加劇,消費者失去意欲。然而在奢侈品世界中,加息似乎沒有熄滅消費者對奢侈品的追求。以下將會從各奢侈品牌最近的財務報告和大家分享當中的亮點。...
22 February, 20231. 第三代半導體材料的優勝之處在於遇到高溫、高壓、高電流時,不會輕易從絕緣變成導電,特性更穩定,能源轉換也更佳。 2. 因應市場對SiC 需求不斷增加,STMicroelectronics (STM.FP) 及ON Semi (ON.US) 投放更多資源在建造SiC廠及擴大產能,增加供應量。...
07 February, 20231. 中國上月宣布放寬「動態清零」防疫政策,令市場期望中國經濟重拾增長動力,有望刺激作為芯片最大終端市場的電子消費品需求。 2. 考慮到中國的芯片供求,我們認為中國放寬抗疫政策將有助於近期需求疲弱的半導體行業提早觸底。 ...
11 January, 2023The information contained in the Website is prepared and issued by LW Group (“LW”) and / or its affiliates (“the Companies”). The information contained in the Website is not intended to provide professional advice and should not be relied upon in that regard. Persons accessing the Website are advised to obtain appropriate professional advice where necessary. The Companies’ services and products are available only to Professional Investors (where you are a resident of the Hong Kong Special Administrative Region of the People’s Republic of China (the “Hong Kong SAR”), “Professional Investor” has the meaning as defined in the Securities and Futures Ordinance (Cap. 571) of the laws of Hong Kong SAR (“SFO”) or rules made thereunder) who are capable of evaluating the risks and merits of investments, can bear the economic risks of investments for an indefinite period, and can afford the loss of his, her or its entire investment. The website is not intended for use by persons located or resident in jurisdictions which restrict the Companies’ publication of such Website or the availability of its content. Any person to whom this restriction applies must not access this website. Persons accessing the Website are required to inform themselves about and observe any relevant restrictions. The content of the Website shall not constitute an offer to sell or a solicitation to purchase, nor an advice or a recommendation to acquire or dispose of any investment or to engage in any other transaction, and should not be distributed to, or used by, any person or entity, in any jurisdiction where such activities would be unlawful or where it would require the Companies, or any products of the Companies or its securities to be registered, licensed, authorized, approved or otherwise qualified. The Companies may post new information from time to time without prior notice, and it does not assume any obligation to update or correct any information and explicitly disclaims any duty to do so. Investment involves risk. Past performance is not indicative of future result of an investment. The value of an investment may fall as well as rise and may become valueless; investors may not be able to recover the amount invested. The companies have taken all reasonable care in preparing the Website and the information in the website is provided to the best of its knowledge. However, no representation or warranty, expressed or implied, is made as to the accuracy, adequacy, completeness or thoroughness of this website, and the Companies will not accept any liability (including any third party liability) for any errors or omissions nor for any losses or damages losses caused by the information or the use of the information in the Website.