LATTICE & MOAT 800萬專業投資者阿芒

LATTICE & MOAT 800萬專業投資者阿芒

Home
SKIN IN THE GAME
800萬心得
阿芒深度分析：AI PCB堅有料，但老闆老闆娘可能先係最值錢嘅問題？股東下一步真正要問3個「然後呢？」
如果你喺300至400蚊相對高位持有2476， 呢篇文會由基本面出發，幫你重新評估而家值唔值得繼續跟進：
 • Ah Mung｜阿芒
長飛光纖光纜（6869）：AI光纖周期真係來咗，但最值錢嘅問題係，呢個高毛利可唔可以留得低？
阿芒深度業績分析：半年賺多9倍，股東下一步真正要問3個「然後呢？」AI光纖周期真係來咗，但最值錢嘅問題係，高毛利可否維持？
 • Ah Mung｜阿芒
阿芒超深度業績分析：收入升近三倍，AI收入更狂升703%，股東下一步真正要問「然後呢？」
如果你喺500至1000蚊成本持有MiniMax，呢篇長文或者可以幫你重新判斷手上倉位應點部署：
 • Ah Mung｜阿芒
AI in HSI: Which Earnings Are Real — and Which Are Still Borrowing From the Future?
Some questions require the next earnings report. Some valuations need sentiment to cool. Some investment theses need time to prove themselves.
 • Ah Mung｜阿芒
PI 講 AI：十大AI概念港股，邊份成績表真係賺到錢，邊份仲係賣緊市場預期？
AI市場從來唔缺新聞，亦唔缺觀點；缺嘅反而係一份肯停低落嚟、分清楚「事實」同「感覺」嘅耐性。
 • Ah Mung｜阿芒

August 2026

回顧港股10大股權融資案例，阿里800億排第幾？當年參與者揸到今日，食肉定食塵？
歷史好有參考價值，佢未必完全重演，但往往會押韻；尤其市場最亢奮、公司最容易融到大錢嗰一刻，反而最值得做反向思考。
 • Ah Mung｜阿芒
Alibaba’s HKD 80 Billion Placement: The Market Isn’t Selling the AI Story. It’s Pricing Trust in Capital Allocation.
And then what?
 • Ah Mung｜阿芒
阿里配股 800 億：市場賣嘅唔係 AI 故事，係對資本配置嘅信任
一間帳上仲有大把錢、但自由現金流開始失血嘅公司，點解要用攤薄舊股東嘅方法，去資助下一輪擴張？
 • Ah Mung｜阿芒
假設香港成功吸引到頂級量化基金 Jane Street、Citadel，對散戶有乜嘢長遠深遠重大影響？
你仲敢day trade？
 • Ah Mung｜阿芒
Why Is Citadel Extending Non-Competes to Analysts?
From first principles, it is really about where the most valuable asset in investing is moving.
 • Ah Mung｜阿芒
Hong Kong may be preparing for a much more ambitious competition for global capital and talent.
Citadel, Jane Street and a new generation of global quant funds, proprietary trading firms and AI-driven investment platforms begin expanding…
 • Ah Mung｜阿芒
When “Gold” Is Still Invisible
Can we treat angel investing as value investing?
 • Ah Mung｜阿芒
© 2026 Lattice & Moat · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture