【多元資產Talk】咩係 China TARP 問題資產救助計劃｜外資超關注中國大招｜Meta 首款 AR 眼鏡Orion 震撼度高於iPhone16｜電力股主題啱啱著咗制 比AI 或減肥藥更好

[@InvesTalk]

PPT 傳送門： facebook.com/share/p/ZqYquuXfqERafB2F/

[@TheSunnycyh]

好開心有依個節目，因為睇Raphael而打開了大門，慶幸得到知識去到更遠的地方。現在每週睇都會心微笑，有幾多人肯持續每次準備GS/BofA的圖，又堅持叫/教你睇Volatility，仲要係廣東話。讚埋范巧願意相信觀眾會喜歡這類節目，衷心感謝

[@GettingBetterEveryday284]

多謝Raphael精彩分析, 尤其係美國人點樣睇中國今次出招🙏🏼👍🏼

[@MC-kz6zr]

多謝分享! 支持多元資產 talk! 好聽 ❤

[@kwl128chertsey]

多谢精心分析，加油👏👏！

[@jackylam8232]

多謝！大開眼界 !

[@InvesTalk]

謝謝 Jacky 支持！

[@spteddie]

今日先得閒聽返 多謝raphael

[@asher7-]

Thank you Raphael , great section!

[@jackylam8232]

Raphael, 放心, 你講得好清楚, 好容易吸收和明白, 繼續講你想講嘅野, 加油!

[@ellen132]

多謝！

[@InvesTalk]

thanks for your support !!

[@clarachan2452]

謝謝 Raphael的分析，對於投資初哥的我來說，真是要聽完再聽，每次也很有得益，也是我逢星期四必看的節目👍

[@waiwai7933]

多謝Raphael 每次都上咗一堂，增加知識🙏多謝你地🙇

[@kwokstudio6975]

support

[@jameskwok581]

第一手反映美国投资者对中国经济政策的反映。很有意思👍

[@joewei7251]

Thanks

[@spoon875]

真係好多謝嘉賓Raphael的分析，可以從另一個角度睇市場趨勢，長知識🙏🏻

[@yk3813]

Thank you very much!

[@officialtimeot4096]

Super Excellent

[@aironald88]

Thank you Raphael for valuable sharing 🙏🙏🙏

[@homebush2010]

Good information 👏👏

[@lujiahorng458]

very good tq

[@Happy78168]

從另一個角度去看事物 👍👍👍

[@joewei7251]

Be objective. We just take in the information given and make your own investment decision.

[@t-doc5371]

Hey, Ms To-go box, is “Bazooka” quoted by Former US Treasury Secretary, Henry Paulson- TARP back in 2008. 😊

[@spoon875]

想問吓現在減息已經進行中TMF仲會有上升空間嗎？如果已經持有應該要留意市場狀況？🙏🏻

[@Ivan-iv4hk]

好多謝Raphael分享，一路對宏觀和美股分享都非常清晰，令我們在理財上獲益不少。今次對中國救市講解更加是非常有啟發性！ 不過想請教Rapheal，雖然今次如果能夠穩定樓市，相信會令中國經濟的基調轉好，但基於領導人（共同富裕）的大原則下，是否受惠的公司/板塊都仍然是一些業務穩定，高派息率的？還是已經是一個轉角位可以重投一些估值低殘的增長板塊？

[@chenhuazhi4712]

不要碰中国资产，不管说啥，除非你是高手

[@matthewhongkong7081]

飯巧 ，Bazooka 即係火箭筒/反裝甲火箭。

[@takseongng4330]

what is TARP?

[@BillLee-t6p]

25分鐘開始係重點，講中國救市措施。

[@BillLee-t6p]

睇完，佢認為中國政府會出錢購買不良資產（類比美國08年的TARP計畫），但至少目前政府公佈的措施裡面無。

[@InvesTalk]

@@BillLee-t6p 所以話而家呢刻係無，但估會有，如果反應好。Raphael 強調幾次，而家係無，而家只係救股市，唔係不良資產

[@ktfchan]

There are a number of factors that the US TARP was successful, such as USD is a world hard currency and the FED allowed some banks to go bankrupt in order to speed up the clearance of trouble assets. If we looked at the real estate bubble of Japan in the 90's, one difference was they did not allow banks to go bankrupt but rather letting those trouble assets to depreciate over years. While no bank failed, the downside was there was no incentive for fresh investment leading to the economic slowdown in the last thirty years. If China really launch a TRAP, how would the PBOC handle those troubled bank ? Would the PBOC allows some bank to go bankrupt ? Also, as RMB is not hard currency, how would this impact the efficiency of the TRAP ?

[@chanceli]

Bazooka😂打機經常見，日本未來一定過中國，好少比負評，多數都係比佢

[@chanceli]

鐵腿水上飄都係咁炸死左

[@josephip5261]

外國人唔該自己問下中國人點解無你地咁抗奮, 因為一直以黎救市措施都係雷聲大雨點小, 唔係托高走貨搵鬼信

[@wanggok]

問題在於資金落到市場還是貪官口袋

[@JAMWong9970]

奇奇怪怪，兩分鐘轉台😂 都系聽慣博士，好聽好多👍🤣

[@little_white123]

但博士完全唔準。。

[@wanggok]

都要識得聽的

[@paperplane333]

兜巴星某博士😂

[@wanggok]

學者都只識悲觀的

[@leafkx]

條友係咁轉彎換角，係咁兜彎都唔想聽落去

[@wanggok]

都要識得聽的

[@matthewhongkong7081]

38:26 傻仔先會信 佢真係會出力救。 我相信都係吹一輪 之後就跌返哂所有升幅

[@wanggok]

我諗中港股大升係大戸散水格局，尤其華爾街，我等 yang大跌便大入貨

[@xxvwhxx]

又再次證明美國人完全唔了解中国內部幾咁大問題。以為美國個套放在中国上就可以同美國一樣咁解決危機；根本兩個國家經濟體系完全唔同。睇佢托市過咗十一後仲托到幾耐

[@wanggok]

@@xxvwhxx Ray Dalio認為資本主義已發展到盡頭，中國制度先進，正在跑赢歐美，香港有一名崇拜他的老而不財演大C講足九年，美股過到清明，過吾到中秋。bitcoin一文不值，十五両金夠買屋，貿戰美帝冇習主席咁叻，先死，恆指上到四萬點，東升西降，由治入興，偉大復興，8014金融大爆破 我睇過Ray Dalio的垃圾書，倒轉來炒，輸光晒

[@matthewhongkong7081]

中共基金 香港股民 有機會將陳年蟹貨賣出去 如果仲唔走 應該就沒機會走

[@wanggok]

@@matthewhongkong7081 樓都係