市場新聞與洞察
透過專家洞察、新聞與技術分析,助你領先市場,制定交易決策。

在本系列的最后三期中,我们描绘了2026年经济的走向: 银行 它支撑着首都, 公用事业 它提供电子,以及 芯片制造商 制造硅。随着四月的报告季进入最后一幕,注意力转移到了前门。
Meta、亚马逊和苹果正处于人工智能建设满足日常消费者和企业需求的时刻。
为什么投资回报率是现在的焦点
支持人工智能的公司和通过人工智能获利的公司之间正在出现一种硬鸿沟,有时也被称为 “大分散”。Meta 和亚马逊处于大规模资本支出(capex)周期的中心,而 2026 年全行业的支出估计约为 6,500 亿美元至 7,000 亿美元。
这就是为什么投资回报率(ROI)指标是首要考虑的原因。
- 是 Meta的 人工智能驱动的广告定位足够强大,足以证明其支出计划的合理性?
- 是 亚马逊 Web 服务 (AWS) 的重新加速速度足够快以支持自定义芯片推送?
- 能够 苹果 即使在更加困难的中国市场中,也要通过证明iPhone 17周期的真实性来保持其溢价估值?
到2026年,问题不再是谁能建造数据中心。谁能将这些投资转化为可持续的高利润利润。在最近的停火之后,能源市场趋于平静,科技估值有一定的喘息空间。现在市场需要证据。

Louise Bedford is an Author, Trading Mentor, Co-Founder of ( Trading Game ), and Founder of Talking Trading. With a penchant for psychology and mindset, Louise is one of the longest standing mentors in the trading business – weathering all the fads that have passed through the industry. In this episode we covered: What Talking Trading and Trading Game are Deprogramming yourself and Imposter Syndrome Dealing with people’s presumptions How she began teaching Positive mindset and dealing with negativity

Chris Gore ( LinkedIn ) is GO Markets’ CEO, Company Secretary and Responsible Manager for their AFSL licence. He’s a long-serving staff member at GO Markets and an industry veteran in the Forex operations and commentary business, with at least 10 years’ experience. Chris is most known for showing a level-headed approach to a market that often opts for scuttlebutt and hearsay.
This is a fascinating episode recorded earlier in the year, where we covered: Distribution & intervention bill Applying new laws, Consumer risk, leverage GO Markets update and future Recent AU election, market movement Current state of economy Global state of affairs

Vee Leung Phan ( @TrackRecordAsia ) is the Founder of TrackRecord Asia and former Head of Trading across multiple divisions for Deutsche Bank and Morgan Stanley. TrackRecord Asia is a financial training academy for trading teams in banks and professional traders – designed to teach you the frameworks learnt in his days across first-class institutions. In this follow-up episode from Season 1, we covered: TrackRecord Asia Philosophy & Risk management His approach to trading Global state of affairs Hong Kong protests & China

Martin North is the Principal of Digital Finance Analytics, a boutique research, analysis and consulting firm. This former consultant of Booz Allen & Fujitsu Australia pedigree is well known for his level-headed approach to financial markets & the economy. His Walk The World channel on YouTube is a must for astute economy watchers in Australia.
While his commentary is highly regarded across mainstream media such as the AFR, Sydney Morning Herald, the ABC, 9News and many more. In this episode we covered: Growing up in UK & early memories His career path and insight, corporate consulting The state of Australia’s economy, housing sector Productive vs. non-value adding investments His first 90 days as Prime Minister; and His take on crypto.

Holding over 11 years of experience as both a trader and educator, Craig has always been the type to distil noise into digestible information. He is one of the most original & astute Australian commentators from the early days of the industry and with that comes a wealth of market experience. Well known for his institutional background, Craig has helped many in the crypto space navigate this fascinating new world with a framework that can be applied to all asset classes.
In this episode we covered: Chronic fatigue syndrome How he got into trading Successes and failures The state of crypto; and Cobb’s trading principles

Daryl Guppy is the founder of GuppyTraders.com, Commentator for CNBC Asia, Author of multiple books on trading including Share Trading, Bear Trading and Trading Asian Shares. He is one of the most original and astute Australian commentators from the early days of the industry and with that comes a wealth of market experience. In this episode we covered: China and his experience How he got into financial markets Technical charting, Fundamental analysis How Guppytraders.com started; and Perception of China and the Trade Wars.
