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投資是反映人對於處身的世界的認知。你的投資，代表了你的世界觀和價值觀。
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2026
30
August 2026
3
投資馬拉松 - 繼續專心練跑 10km
投資馬拉松 - 烈日下市區練跑 12km，今年的跑步比賽計劃
近期美股的科技股／半導體股 Sell-off
July 2026
2
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5
April 2026
5
March 2026
3
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3
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9
2025
74
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6
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5
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9
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8
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7
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5
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4
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8
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6
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8
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4
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4
2024
81
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7
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4
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4
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8
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5
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7
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7
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10
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8
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6
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7
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2023
109
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6
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10
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10
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8
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10
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11
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10
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10
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7
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8
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9
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10
2022
117
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11
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11
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9
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12
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15
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16
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9
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6
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3
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6
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4
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15
2021
132
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14
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14
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16
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13
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11
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13
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10
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15
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5
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7
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6
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8
2020
12
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3
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9
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SOXX
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April 26, 2026
Buy and Hold，TG Group 中激烈的討論
February 08, 2026
Nvidia 是 AI 泡沫，還是人類科技革命？Why not both ?
November 01, 2025
Zoom Live：AI 投資時代 (Master Wise 主辦)，討論 Nvidia / AI 投資 / AI 泡沫，網上重温
July 05, 2025
2025 半年回顧，冷眼看市場
May 29, 2025
Nvidia 2025 Q1 業績，按年增長減慢，AI 基建「泡沫」由企業層面擴展至國家層面？
September 21, 2024
AI ，Business Model 和應用的爭論
July 21, 2024
AI ，對於算力的崇拜
April 03, 2024
咁係因為你悲觀，AI 有無清楚的 Business Model？
March 01, 2024
是否值得投資半導體？
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