EPISODE · Apr 12, 2026 · 57 MIN
2026 金融市場解析 EP5｜港股業績全解析｜泡泡瑪特 (9992)、中國海洋石油 (883)、英矽智能 (3696)
from 香港醉繽Fund · host hkbunfunchannel
📉 泡泡瑪特 (09992.HK)：績後股價大跌，究竟是業績真的「爆雷」，還是市場預期過高？我們深入拆解財報中的增長隱憂與存貨數據。 🛢️ 中國海洋石油 (00883.HK)：派息與母公司增持力道不如預期，讓市場大失所望。在能源價格暴升下，中海油的長線價值及 2026 業績預期如何重新定價？ 💊 英矽智能 (03696.HK)：AI 藥物研發領頭羊！解析其研發管線 (Pipeline) 的最新進展，以及與巨頭禮來 (Eli Lilly) 的重量級合作協議對估值的影響。 #2026金融解析 #港股業績 #泡泡瑪特 #09992 #中海油 #00883 #英矽智能 #03696 #AI製藥 #投資理財
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2026 金融市場解析 EP5｜港股業績全解析｜泡泡瑪特 (9992)、中國海洋石油 (883)、英矽智能 (3696)
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